Mary Beth Wilson Charitable Trust
Mary Beth Wilson Charitable Trust is a private foundation, based in Irving, TX. IRS filing data is available from 2019 through 2025. As of 2025, the organization holds $68K in total assets. In 2025, it awarded 3 grants totaling $6K. Net investment income was $431.
Key facts about Mary Beth Wilson Charitable Trust
In short: Mary Beth Wilson Charitable Trust gave $6K across 3 grants in 2025 (avg $2K), mostly in Arizona. Source: 2025 IRS Form 990-PF.
- EIN
- 94-6796338
- Latest 990 filing
- Form 990-PF, 2025
- Annual giving (2025)
- $6,338
- Grants made (2025)
- 3
- Average grant
- $2,113
- Median grant
- $2,113
- Total assets
- $67,853
- Primary geography
- Arizona (67% of itemized 2025 grant dollars)
Data from IRS Form 990-PF, 2025; updated September 2026.
Financial Overview
From 2025 IRS Form 990-PF · View filing
Total Assets
$68K
-8.0% YoY
Annual Giving
$6K
+4.6% YoY
Grant Count
3
+0.0% YoY
Avg Grant Size
$2K
+4.6% YoY
Under IRS private-foundation payout rules, Mary Beth Wilson Charitable Trust reported a distributable amount of $5K for 2025 — the minimum it must pay out in qualifying distributions.
How Mary Beth Wilson Charitable Trust gives
- Giving held roughly steady from 2022 to 2025 (−8%). Method
- In 2025 it paid out 126% 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
Share of 2025 grant dollars across all 3 itemized grants.
Cities
Giving Over Time
Total grant dollars and number of grants per year
From 2020 to 2025, annual grant giving ranged from $5K (2023) to $13K (2020). In 2025 it made 3 grants totaling $6K.
Grant Insights
How this funder distributes its grants
Top Recipients
Top 3 recipients in 2025
The largest 2025 recipient was First Presbyterian Church ($2K). Together the top 3 received $6K.
Grant Size Distribution
15 grants across all recorded years
The most common grant size was under $50K: 15 grants of 15 (100%).
Giving History
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| First Presbyterian Church Guymon, OK | General Fund | $2,113 |
| Ganado Presbyterian Church Ganado, AZ | General Fund | $2,113 |
| University of the Ozarks Clarksville, AZ | General Fund | $2,112 |
Financial History
Multi-year comparison from IRS filings
| Metric | 2025 | 2024 | 2023 |
|---|---|---|---|
| Total Assets | $67,853 | $73,793 | $77,506 |
| Revenue | $3,931 | $5,661 | $4,631 |
| Expenses | $9,871 | $9,374 | $9,047 |
| Qualifying Distributions | $6,338 | $6,058 | $5,388 |
| Net Investment Income | $431 | $2,361 | $981 |
| Distributable Amount | $5,033 | $4,945 | $4,618 |
Data update history
When this profile's IRS filing data changed on Grantable
- Updated Form 990-PF for fiscal year 2019 (received by the IRS March 11, 2020)
- Updated Form 990-PF for fiscal year 2020 (received by the IRS March 9, 2021)
- Updated Form 990-PF for fiscal year 2021 (received by the IRS March 10, 2022)
- Updated Form 990-PF for fiscal year 2022 (received by the IRS March 9, 2023)
- Updated Form 990-PF for fiscal year 2023 (received by the IRS March 23, 2024)
- Updated Form 990-PF for fiscal year 2024 (received by the IRS April 1, 2025)
- Updated Form 990-PF for fiscal year 2025 (received by the IRS April 14, 2026)
- IRS filings on file for fiscal years 2019–2025
Leadership & Key People
Officers and directors from IRS filings
Mary Beth Wilson Charitable Trust is led by Synod Of Sun Presbyterian Foundatio, Trustee on every filing since 2022 — the only officer listed, and uncompensated.
Officers on the 2025 filing
Synod Of Sun Presbyterian Foundatio
Trustee
On filings since 2022
No compensation reported
Former officers (1)
- Former: Synod of Sun Presbyterian Fnd (2019–2021) — Trustee
Data from IRS Form 990 filings, 2019–2025. "On filings since" is the earliest filing we hold that lists the person; hours are average hours per week as reported.
Frequently asked questions about Mary Beth Wilson Charitable Trust
How much does Mary Beth Wilson Charitable Trust give each year?
Mary Beth Wilson Charitable Trust gave $6K across 3 grants in 2025, according to its 2025 IRS Form 990-PF. In 2024 it gave $6K across 3 grants.
What is Mary Beth Wilson Charitable Trust's typical grant size?
Mary Beth Wilson Charitable Trust's median grant in 2025 was $2,113, and its average grant was $2,113, across 3 grants on its 2025 IRS Form 990-PF.
Where does Mary Beth Wilson Charitable Trust give grants?
Mary Beth Wilson Charitable Trust gives mostly in Arizona: 67% of the grant dollars itemized on its 2025 IRS Form 990-PF went to recipients there. The next largest state was Oklahoma (33%).
Does Mary Beth Wilson Charitable Trust give general operating support?
Yes: 100% of Mary Beth Wilson Charitable Trust's 2025 grants with a stated purpose (3 of 3) were for general or operating support, per its 2025 IRS Form 990-PF.
How large is Mary Beth Wilson Charitable Trust?
Mary Beth Wilson Charitable Trust reported $68K in total assets on its 2025 IRS Form 990-PF. It paid out $6K in qualifying distributions that year, against a required minimum of $5K (roughly 5% of its investment assets).
What is Mary Beth Wilson Charitable Trust's EIN?
Mary Beth Wilson Charitable Trust's EIN (Employer Identification Number) is 94-6796338. IRS Form 990 filing data is available on this page for 2019–2025.
Data last updated September 2026. Sourced from IRS Form 990-PF filings.
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