The Wikstrom Foundation Tr Ua

DALLAS, TX EIN: 14-6014286

The Wikstrom Foundation Tr Ua is a private foundation, based in DALLAS, TX. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $1.8M in total assets. In 2024, it awarded 11 grants totaling $139K. Net investment income was $200K.

Financial Overview

From 2024 IRS Form 990-PF · View filing

Total Assets

$1.8M

+3.4% YoY

Annual Giving

$139K

+2.3% YoY

Grant Count

11

+10.0% YoY

Avg Grant Size

$13K

-7.0% YoY

About The Wikstrom Foundation Tr Ua

Based on IRS filings

The Wikstrom Foundation Tr Ua is a private foundation, based in DALLAS, TX. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $1.8M in total assets. In 2024, it awarded 11 grants totaling $139K. Net investment income was $200K.

Ready to take the next step with The Wikstrom Foundation Tr Ua?

Geographic Focus

Where this funder awards grants

Grant Distribution by State

3states

Cities

New YorkPalm BeachPalm Beach GardensPaln BeachSimsburySkaneateleSkaneatelesSyracuseWest PalmWest Palm Beach

Financial History

Multi-year comparison from IRS filings

Revenue
Expenses
Qualifying Distributions
Net Investment Income
$0$114K$227K$341K$455K20202021202220232024
Metric202420232022
Total Assets$1,795,201$1,736,254$1,817,757
Revenue$206,208$60,080$-31,939
Expenses$145,584$140,984$133,767
Qualifying Distributions$140,138$136,974$120,390
Net Investment Income$200,027$50,608$32,482
Distributable Amount$98,935$92,625$95,645

Giving Over Time

Total grant dollars and number of grants per year

$0$38K$75K$113K$150K0 grants202011 grants202110 grants202210 grants202311 grants2024

Grant Insights

How this funder distributes its grants

Top Recipients

Top 10 recipients in 2024

PALM BEACH SYMPHONY SOCI…$33KDIOCESE OF PALM BEACH$26KLE MOYNE COLLEGE$15KSKANEATELES FESTIVAL INC$15KTHE PALM BEACH OPERA$10KFRANCIS HOUSE$10KST EDWARDS CATHOLIC CHURCH$8KST MARY'S OF THE LAKE CH…$8KANNUAL FUND FOR WALKER$5KJOHN D BARROW GALLERY$5K

Grant Size Distribution

42 grants across all recorded years

42<$50K$50–100K$100–250K$250–500K$500K–1M$1–5M$5M+

Giving History

Grant recipients and amounts by year

No grants recorded for .

Leadership & Key People

Officers and directors from IRS filings

Compensation Overview

From 2024 IRS filing

BANK OF AMERICATRUSTEE$2K

From 2024 filing

NameTitleHoursCompensation
BANK OF AMERICATRUSTEE1$2,195

Related Funders

Similar funders by location and focus area

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

What could you do with The Wikstrom Foundation Tr Ua on Grantable?

  • Assess strategic fit with your organization
  • Draft a tailored letter of inquiry
  • Find open RFPs from this funder
  • Monitor for new funding opportunities