J E Williams Trust

Private foundation · Grantmaker Dallas, TX EIN: 43-6022133

J E Williams Trust is a private foundation, based in Dallas, TX. IRS filing data is available from 2020 through 2026. As of 2026, the organization holds $1.7M in total assets. In 2026, it awarded 1 grant totaling $93K. Net investment income was $129K.

Key facts about J E Williams Trust

In short: J E Williams Trust gave $93K across 1 grant in 2026 (avg $93K), mostly in Missouri. Source: 2026 IRS Form 990-PF.

EIN
43-6022133
Latest 990 filing
Form 990-PF, 2026
Annual giving (2026)
$93,025
Grants made (2026)
1
Average grant
$93,025
Median grant
$93,025
Total assets
$1,728,956
Primary geography
Missouri (100% of itemized 2026 grant dollars)

Data from IRS Form 990-PF, 2026; updated September 2026.

Financial Overview

From 2026 IRS Form 990-PF · View filing

Total Assets

$1.7M

+3.6% YoY

Annual Giving

$93K

+18.4% YoY

Grant Count

1

+0.0% YoY

Avg Grant Size

$93K

+18.4% YoY

Under IRS private-foundation payout rules, J E Williams Trust reported a distributable amount of $100K for 2026 — the minimum it must pay out in qualifying distributions.

How J E Williams Trust gives

  • Giving held roughly steady from 2023 to 2026 (+19%). Method
  • In 2026 it paid out 111% of its IRS minimum distribution (the 5% rule). Method

From the foundation's IRS Form 990-PF filings. Methodology.

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Geographic Focus

Where this funder awards grants

Grant Distribution by State

1state

Share of the 2026 grant dollars on its one itemized grant.

States

Cities

St. Louis

Giving Over Time

Total grant dollars and number of grants per year

$0$25K$50K$75K$100K1 grant2020 1 grant2021 1 grant2022 1 grant2023 1 grant2024 1 grant2025 1 grant2026

From 2020 to 2026, annual grant giving ranged from $60K (2024) to $94K (2022). In 2026 it made 1 grant totaling $93K.

Grant Insights

How this funder distributes its grants

Top Recipients

Top recipient in 2026

United Way: $93KUnited Way$93K

The largest 2026 recipient was United Way ($93K).

Grant Size Distribution

5 grants across all recorded years

<$50K5$50–100K$100–250K$250–500K$500K–1M$1–5M$5M+

The most common grant size was in the $50–100K range: 5 grants of 5 (100%).

Giving History

Grant recipients and amounts by year

RecipientPurposeAmount
United Way St. Louis, MOUnrestricted General$93,025

Financial History

Multi-year comparison from IRS filings

Revenue
Expenses
Qualifying Distributions
Net Investment Income
$0$100K$200K$300K$400K2020 2021 2022 2023 2024 2025 2026
Metric202620252024
Total Assets$1,728,956$1,668,510$1,632,764
Revenue$158,410$163,664$67,960
Expenses$143,875$124,241$99,293
Qualifying Distributions$110,742$95,420$74,755
Net Investment Income$129,371$134,832$35,518
Distributable Amount$99,751$93,736$86,196

Data update history

When this profile's IRS filing data changed on Grantable

  1. Updated Form 990-PF for fiscal year 2020 (received by the IRS April 23, 2020)
  2. Updated Form 990-PF for fiscal year 2021 (received by the IRS April 28, 2021)
  3. Updated Form 990-PF for fiscal year 2022 (received by the IRS June 30, 2022)
  4. Updated Form 990-PF for fiscal year 2023 (received by the IRS May 31, 2023)
  5. Updated Form 990-PF for fiscal year 2024 (received by the IRS April 24, 2024)
  6. Updated Form 990-PF for fiscal year 2025 (received by the IRS May 12, 2025)
  7. Added Form 990-PF for fiscal year 2026 (received by the IRS May 12, 2026)
  8. IRS filings on file for fiscal years 2020–2025

Leadership & Key People

Officers and directors from IRS filings

J E Williams Trust's 2026 filing lists 2 officers; all 2 officers listed in 2026 are compensated.

Officers on the 2026 filing

  • Bank Of America

    Co-Trustee

    On filings since 2020

    1 hr/week

    $27K (2020) → $32K (2026)

  • Treasurer Of Chapt Of Christ Cath

    Co-Trustee

    On filings since 2020

    3 hrs/week

    $9K (2020) → $11K (2026)

Data from IRS Form 990 filings, 2020–2026. "On filings since" is the earliest filing we hold that lists the person; hours are average hours per week as reported.

Compensation Overview

From 2026 IRS filing

Bank of America — Co-Trustee: $32KBank of AmericaCo-Trustee$32KTreasurer of Chapt of Christ Cath — Co-Trustee: $11KTreasurer of Chapt of…Co-Trustee$11K

The highest reported compensation on the 2026 filing was $32K, to Bank of America (Co-Trustee). 2 officers or directors reported compensation on that filing.

Frequently asked questions about J E Williams Trust

How much does J E Williams Trust give each year?

J E Williams Trust gave $93K across 1 grant in 2026, according to its 2026 IRS Form 990-PF. In 2025 it gave $79K across 1 grant.

How large is J E Williams Trust?

J E Williams Trust reported $1.7M in total assets on its 2026 IRS Form 990-PF. It paid out $111K in qualifying distributions that year, against a required minimum of $100K (roughly 5% of its investment assets).

Where does J E Williams Trust operate?

J E Williams Trust has awarded grants in Missouri.

What is J E Williams Trust's EIN?

J E Williams Trust's EIN (Employer Identification Number) is 43-6022133. IRS Form 990 filing data is available on this page for 2020–2026.

Data last updated September 2026. Sourced from IRS Form 990-PF filings.

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