S&R Wilson Family Foundation

PLEASANT GROVE, UT EIN: 82-4477493

S&R Wilson Family Foundation is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in PLEASANT GROVE, UT. IRS filing data is available from 2020 through 2023. In 2023, it awarded 4 grants totaling $5.2M. Net investment income was $93K.

Financial Overview

From 2023 IRS Form 990-PF · View filing

Total Assets

—

-100.0% YoY

Annual Giving

$5.2M

+629.5% YoY

Grant Count

+100.0% YoY

Avg Grant Size

$1.3M

+264.8% YoY

Under IRS private-foundation payout rules, S&R Wilson Family Foundation reported a distributable amount of $83K for 2023 — the minimum it must pay out in qualifying distributions.

About S&R Wilson Family Foundation

Based on IRS filings

Focus Areas

Philanthropy, Voluntarism & Grantmaking

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Geographic Focus

Where this funder awards grants

Grant Distribution by State

Utah $6.7M (98%)

North Carolina $100K (1%)

Colorado $33K (0%)

Massachusetts $31K (0%)

Oregon $1K (0%)

States

Colorado Massachusetts North Carolina Oregon Utah

Cities

CharlotteEdwardsLake OswegoPeperellPleasant GroveSalt Lake City

Financial History

Multi-year comparison from IRS filings

Revenue

Expenses

Qualifying Distributions

Net Investment Income

Metric	2023	2022	2021
Total Assets	—	$5,145,707	$6,542,420
Revenue	$93,830	$-158,807	$363,343
Expenses	$5,239,537	$748,319	$587,655
Qualifying Distributions	$5,215,959	$715,000	$553,200
Net Investment Income	$93,350	$62,047	$101,213
Distributable Amount	$83,220	$583,669	$325,253

Giving Over Time

Total grant dollars and number of grants per year

Grant Insights

How this funder distributes its grants

Top Recipients

Top 4 recipients in 2023

Grant Size Distribution

14 grants across all recorded years

Giving History

Grant recipients and amounts by year

Among its reported 2023 grants, the largest include The Norden Group - Donor Advised Fund ($4,102,179), Charles Schwab - Donor Advised Fund ($512,328), Coafrica ($501,452).

Recipient	Purpose	Amount
Coafrica Salt Lake City, UT	Charitable Support	$501,452
Hagar USA Charlotte, NC	Charitable Support	$100,000
Charles Schwab - Donor Advised Fund Pleasant Grove, UT	Charitable Support	$512,328
The Norden Group - Donor Advised Fund Salt Lake City, UT	Charitable Support	$4,102,179

Leadership & Key People

Officers and directors from IRS filings

Compensation Overview

From 2023 IRS filing

From 2023 filing

Name	Title	Hours	Compensation
Stanley Wilson	Trustee	—	—
Roslyn Wilson	Trustee	—	—

Subject Areas

Focus areas based on grantmaking activity

Philanthropy, Voluntarism & Grantmaking

Frequently Asked Questions

What is S&R Wilson Family Foundation?

S&R Wilson Family Foundation is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in PLEASANT GROVE, UT. It holds — in total assets as of 2023.

Where does S&R Wilson Family Foundation operate?

S&R Wilson Family Foundation has awarded grants in Colorado, Massachusetts, North Carolina, Oregon, Utah.

What size grants does S&R Wilson Family Foundation award?

In 2023, S&R Wilson Family Foundation awarded 4 grants totaling $5.2M — an average of about $1.3M per grant, based on its IRS Form 990 filings.

How much is S&R Wilson Family Foundation required to give away each year?

Private foundations must generally distribute about 5% of their assets annually. For 2023, S&R Wilson Family Foundation reported a distributable amount of $83K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.