MBA Wilson Trust
MBA Wilson Trust is a private foundation, based in Nashville, TN. IRS filing data is available from 2020 through 2025. As of 2025, the organization holds $9.6M in total assets. In 2025, it awarded 1 grant totaling $1.0M. Net investment income was $1.1M.
MBA Wilson Trust at a glance
In short: MBA Wilson Trust gave $1.0M across 1 grant in 2025 (avg $1.0M), mostly in Tennessee. Source: 2025 IRS Form 990-PF.
- Annual giving (2025)
- $1,022,908
- +15.0% vs 2024
- Grants made (2025)
- 1
- +0.0% vs 2024
- Average grant
- $1,022,908
- +15.0% vs 2024
- Median grant
- $1,022,908
- Total assets
- $9,604,601
- +0.7% vs 2024
- Primary geography
- Tennessee (100% of itemized 2025 grant dollars)
- Latest 990 filing
- Form 990-PF, 2025 View filing
Data from IRS Form 990-PF, 2025; updated September 2026.
Who MBA Wilson Trust funds
How this funder distributes its grants
Top Recipients
Top recipient in 2025
The largest 2025 recipient was Montgomery Bell Academy ($1.0M).
Grant Size Distribution
5 grants across all recorded years
The most common grant size was in the $500K–1M range: 4 grants of 5 (80%).
Geographic Focus
Where this funder awards grants
Grant Distribution by State
Share of the 2025 grant dollars on its one itemized grant.
States
Cities
How MBA Wilson Trust gives
- Giving held roughly steady from 2022 to 2025 (+11%). Method
- In 2025 it paid out 91% of its IRS minimum distribution (the 5% rule). Foundations have until the end of the next year to meet it. Method
From the foundation's IRS Form 990-PF filings. Methodology.
Giving History
Giving Over Time
Total grant dollars and number of grants per year
From 2020 to 2025, annual grant giving ranged from $739K (2021) to $1.0M (2025). In 2025 it made 1 grant totaling $1.0M.
Grants by year
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| Montgomery Bell Academy Nashville, TN | General Use with Special Attention to Library | $1,022,908 |
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Financial History
Multi-year comparison from IRS filings
| Filing year | Total Assets | Revenue | Expenses | Grants paid | Grants | Qualifying Distributions | Net Investment Income | Distributable Amount |
|---|---|---|---|---|---|---|---|---|
| 2025 | $9,604,601 | $1,112,467 | $1,045,056 | $1,022,908 | 1 | $1,029,408 | $1,096,819 | $1,126,101 |
| 2024 | $9,538,302 | $742,697 | $920,622 | $889,716 | 1 | $890,966 | $713,041 | $1,024,158 |
| 2023 | $9,715,133 | $1,067,724 | $925,655 | $911,820 | 1 | $913,220 | $1,055,644 | $891,116 |
| 2022 | $9,570,954 | $636,597 | $935,935 | $924,877 | 1 | $925,927 | $627,238 | $912,870 |
| 2021 | $9,882,345 | $495,941 | $746,604 | $738,747 | 1 | $739,397 | $493,935 | $925,527 |
| 2020 | $10,131,359 | $-15,452 | $757,357 | $746,956 | 1 | — | $434,858 | $739,647 |
Under IRS private-foundation payout rules, MBA Wilson Trust reported a distributable amount of $1.1M for 2025 — the minimum it must pay out in qualifying distributions.
Leadership & Key People
Officers and directors from IRS filings
MBA Wilson Trust's 2025 filing lists 3 officers; none of the 3 officers listed in 2025 report compensation.
Officers on the 2025 filing
Blair J. Wilson
Trustee
On filings since 2020
1 hr/week
No compensation reported
Justin P. Wilson
Trustee
On filings since 2020
1 hr/week
No compensation reported
Edward C. Wilson
Trustee
New on the 2025 filing
1 hr/week
No compensation reported
Former officers (1)
- Former: William M. Wilson (2020–2024) — Trustee
Data from IRS Form 990 filings, 2020–2025. "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 MBA Wilson Trust
How much does MBA Wilson Trust give each year?
MBA Wilson Trust gave $1.0M across 1 grant in 2025, according to its 2025 IRS Form 990-PF. In 2024 it gave $890K across 1 grant.
How large is MBA Wilson Trust?
MBA Wilson Trust reported $9.6M in total assets on its 2025 IRS Form 990-PF. It paid out $1.0M in qualifying distributions that year, against a required minimum of $1.1M (roughly 5% of its investment assets). Falling short in one year is not a violation: foundations have until the end of the next year to meet the minimum.
Where does MBA Wilson Trust operate?
MBA Wilson Trust has awarded grants in Tennessee.
What is MBA Wilson Trust's EIN?
MBA Wilson Trust's EIN (Employer Identification Number) is 20-7496568. IRS Form 990 filing data is available on this page for 2020–2025.
Data last updated September 2026. Sourced from IRS Form 990-PF filings.
Data update history
(6)
When this profile's IRS filing data changed on Grantable
- Updated Form 990-PF for fiscal year 2020 (received by the IRS April 27, 2021)
- Updated Form 990-PF for fiscal year 2021 (received by the IRS May 16, 2022)
- Updated Form 990-PF for fiscal year 2022 (received by the IRS May 15, 2023)
- Updated Form 990-PF for fiscal year 2023 (received by the IRS May 10, 2024)
- Updated Form 990-PF for fiscal year 2024 (received by the IRS May 14, 2025)
- Added Form 990-PF for fiscal year 2025 (received by the IRS June 4, 2026)
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