Mary Beth Wilson Charitable Trust

IRVING, TX EIN: 94-6796338

Mary Beth Wilson Charitable Trust is a private foundation, based in IRVING, TX. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $74K in total assets. In 2024, it awarded 3 grants totaling $6K. Net investment income was $2K.

Financial Overview

From 2024 IRS Form 990-PF · View filing

Total Assets

$74K

-4.8% YoY

Annual Giving

$6K

+12.4% YoY

Grant Count

+0.0% YoY

Avg Grant Size

$2K

+12.4% YoY

Under IRS private-foundation payout rules, Mary Beth Wilson Charitable Trust reported a distributable amount of $5K for 2024 — the minimum it must pay out in qualifying distributions.

About Mary Beth Wilson Charitable Trust

Based on IRS filings

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Geographic Focus

Where this funder awards grants

Grant Distribution by State

Arizona $17K (44%)

Oklahoma $15K (38%)

Arkansas $7K (17%)

States

Arkansas Arizona Oklahoma

Cities

ClarksvilleGanadoGuymon

Financial History

Multi-year comparison from IRS filings

Revenue

Expenses

Qualifying Distributions

Net Investment Income

Metric	2024	2023	2022
Total Assets	$73,793	$77,506	$81,922
Revenue	$5,661	$4,631	$-709
Expenses	$9,374	$9,047	$7,541
Qualifying Distributions	$6,058	$5,388	$6,891
Net Investment Income	$2,361	$981	$664
Distributable Amount	$4,945	$4,618	$4,892

Giving Over Time

Total grant dollars and number of grants per year

Grant Insights

How this funder distributes its grants

Top Recipients

Top 3 recipients in 2024

Grant Size Distribution

18 grants across all recorded years

Giving History

Grant recipients and amounts by year

Among its reported 2024 grants, the largest include University of the Ozarks ($2,060), First Presbyterian Church ($1,999), Ganado Presbyterian Church ($1,999).

Recipient	Purpose	Amount
FIRST PRESBYTERIAN CHURCH GUYMON, OK	GENERAL FUND	$1,999
GANADO PRESBYTERIAN CHURCH GANADO, AZ	GENERAL FUND	$1,999
UNIVERSITY OF THE OZARKS CLARKSVILLE, AZ	GENERAL FUND	$2,060

Leadership & Key People

Officers and directors from IRS filings

Compensation Overview

From 2024 IRS filing

From 2024 filing

Name	Title	Hours	Compensation
SYNOD OF SUN PRESBYTERIAN FOUNDATIO	TRUSTEE	—	—

Frequently Asked Questions

How large is Mary Beth Wilson Charitable Trust?

As of 2024, Mary Beth Wilson Charitable Trust holds $74K in total assets with $6K in annual revenue. It awarded 3 grants totaling $6K in 2024.

Where does Mary Beth Wilson Charitable Trust operate?

Mary Beth Wilson Charitable Trust has awarded grants in Arkansas, Arizona, Oklahoma.

What size grants does Mary Beth Wilson Charitable Trust award?

In 2024, Mary Beth Wilson Charitable Trust awarded 3 grants totaling $6K — an average of about $2K per grant, based on its IRS Form 990 filings.

How much is Mary Beth Wilson Charitable Trust required to give away each year?

Private foundations must generally distribute about 5% of their assets annually. For 2024, Mary Beth Wilson Charitable Trust reported a distributable amount of $5K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.

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 2020–2024.