The Wikstrom Foundation Tr UA
The Wikstrom Foundation TR UA is a private foundation based in Dallas, Texas. Its 2025 filing reports 11 grants totaling $148,750 to charitable organizations, with grants to recipients in Florida, New York, and Connecticut.
The Wikstrom Foundation Tr UA at a glance
In short: The Wikstrom Foundation Tr UA gave $149K across 11 grants in 2025 (avg $14K), mostly in Florida. 9% of 2025 grantees were new. Source: 2025 IRS Form 990-PF.
- Annual giving (2025)
- $148,750
- +7.2% vs 2024
- Grants made (2025)
- 11
- +0.0% vs 2024
- Average grant
- $13,523
- +7.2% vs 2024
- Median grant
- $10,000
- Total assets
- $1,843,304
- +2.7% vs 2024
- New grantees (estimate)
- 9% first-time grantees (1 of 11, 2025; small sample)
- Primary geography
- Florida (56% of itemized 2025 grant dollars)
- Latest 990 filing
- Form 990-PF, 2025 View filing
Data from IRS Form 990-PF, 2025; updated October 2026. New grantees are estimated by matching recipient names across years (methodology).
How to apply to The Wikstrom Foundation Tr UA
- How to Apply
-
The 2024 filing says the foundation does not restrict giving to preselected organizations. It lists any form and materials, no contact, and charitable purpose as the restriction on awards.
- Review Cycle
- None listed on the 2024 filing.
- Deadline
- None listed on the 2024 filing.
- Contact
Mailing address: C/O Bank Of America One East Ave, Rochester, NY 14638
Phone: (401) 222-1234
Application details from Grantable's research on the foundation's public materials; confirm on its website before applying.
Who The Wikstrom Foundation Tr UA funds
How this funder distributes its grants
Top Recipients
Top 10 recipients in 2025
The largest 2025 recipient was Palm Beach Symphony Society Inc ($48K). Together the top 10 received $144K.
Grant Size Distribution
53 grants across all recorded years
The most common grant size was under $50K: 53 grants of 53 (100%).
Geographic Focus
Where this funder awards grants
The 2025 grants went to recipients in Florida, New York, and Connecticut. Florida received 56% of grant dollars, New York 40%, and Connecticut 3%.
Grant Distribution by State
Share of 2025 grant dollars across all 11 itemized grants.
States
Cities
Is The Wikstrom Foundation Tr UA open to new grantees?
9%
first-time grantees, 2025
In 2025, 1 of 11 grantees (9%) were first-time recipients. With only 11 grantees, that is a small sample: one grantee more or less moves the share by about 9 points. First grants averaged $5K; repeat grants $14K. How we count
Medians: $5K first-time, $10K repeat.
- 91% of 2025 grantees were also funded in 2024. Method
- Giving grew 25% from 2022 to 2025. Method
- In 2025 it paid out 145% of its IRS minimum distribution (the 5% rule). Method
Estimate from itemized grant lists in IRS Form 990-PF filings (2021–2025). Recipient names are matched across years, so a renamed or misspelled grantee can look new; grants to individuals are left out. Methodology.
Giving History
Giving Over Time
Total grant dollars and number of grants per year
From 2021 to 2025, annual grant giving ranged from $119K (2022) to $150K (2021). In 2025 it made 11 grants totaling $149K.
Grants by year
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| Palm Beach Symphony Society Inc Palm Beach, FL | Unrestricted General | $47,500 |
| Diocese of Palm Beach Palm Beach Gardens, FL | Unrestricted General | $26,250 |
| Le Moyne College Syracuse, NY | Unrestricted General | $15,000 |
| St Edwards Catholic Church Palm Beach, FL | Unrestricted General | $10,000 |
| St Mary's of the Lake Church Skaneateles, NY | Unrestricted General | $10,000 |
| Francis House Syracuse, NY | Unrestricted General | $10,000 |
| Skaneateles Festival Inc Skaneateles, NY | Unrestricted General | $10,000 |
| Skaneateles Volunteer Fire Dept Skaneateles, NY | Unrestricted General | $5,000 |
| Annual Fund for Walker Simsbury, CT | Unrestricted General | $5,000 |
| John D Barrow Gallery Skaneateles, NY | Unrestricted General | $5,000 |
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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 | $1,843,304 | $206,516 | $158,914 | $148,750 | 11 | $150,156 | $201,914 | $103,440 |
| 2024 | $1,795,201 | $206,208 | $145,584 | $138,750 | 11 | $140,138 | $200,027 | $98,935 |
| 2023 | $1,736,254 | $60,080 | $140,984 | $135,620 | 10 | $136,974 | $50,608 | $92,625 |
| 2022 | $1,817,757 | $-31,939 | $133,767 | $119,200 | 10 | $120,390 | $32,482 | $95,645 |
| 2021 | $1,983,272 | $413,449 | $157,592 | $150,000 | 11 | $151,025 | $407,675 | $106,088 |
| 2020 | $1,725,358 | $131,960 | $3,787 | — | — | — | $127,938 | $88,529 |
Under IRS private-foundation payout rules, The Wikstrom Foundation Tr UA reported a distributable amount of $103K for 2025 — the minimum it must pay out in qualifying distributions.
Research compiled by Grantable AI from public sources. Last updated October 2026.
Mission & Focus Areas
The available filing information does not state a separate mission. The 2025 grants included support for arts and education, religious organizations, health and social services, and transportation. For example, Le Moyne College describes its mission as providing a diverse learning community rooted in the Catholic and Jesuit tradition; Skaneateles Festival describes its mission as presenting a summer music festival with education and outreach; Francis House says it provides a home and extended family to people with terminal illnesses; and Laker Transportation Project says it provides transportation services to seniors in the Skaneateles School District. These are the grantees’ descriptions of their own missions.
Grantmaking
In filing year 2025, the foundation made 11 grants totaling $148,750. Grants ranged from $5,000 to $47,500, with a median grant of $10,000. Listed recipients included Palm Beach Symphony Society ($47,500), Diocese of Palm Beach ($26,250), Le Moyne College ($15,000), St. Edwards Catholic Church ($10,000), St. Mary’s of the Lake Church ($10,000), Francis House ($10,000), and Skaneateles Festival ($10,000). The listed grants were reported for unrestricted general purposes.
Leadership & Key People
Leadership team and compensation from IRS filings
Bank of America is listed as trustee on the 2025 filing.
The Wikstrom Foundation Tr UA's only listed officer is Bank Of America, Trustee on every filing since 2021 (compensated).
Officers on the 2025 filing
Bank Of America
Trustee
On filings since 2021
1 hr/week
$1K (2021) → $2K (2025)
Former officers (1)
- Former: Bank Of America N A (2020) — 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.
Compensation Overview
From 2025 IRS filing
The highest reported compensation on the 2025 filing was $2K, to Bank of America (Trustee).
Frequently asked questions about The Wikstrom Foundation Tr UA
How much does The Wikstrom Foundation Tr UA give each year?
The Wikstrom Foundation Tr UA gave $149K across 11 grants in 2025, according to its 2025 IRS Form 990-PF. In 2024 it gave $139K across 11 grants.
What is The Wikstrom Foundation Tr UA's typical grant size?
The Wikstrom Foundation Tr UA's median grant in 2025 was $10,000, and its average grant was $13,523, across 11 grants on its 2025 IRS Form 990-PF. Organizations receiving their first grant from The Wikstrom Foundation Tr UA that year got $5K on average.
Where does The Wikstrom Foundation Tr UA give grants?
The Wikstrom Foundation Tr UA gives mostly in Florida: 56% of the grant dollars itemized on its 2025 IRS Form 990-PF went to recipients there. The next largest state was New York (40%). The most frequent recipient cities were Skaneateles, NY (5 grants), Palm Beach, FL (2 grants) and Syracuse, NY (2 grants).
Does The Wikstrom Foundation Tr UA give general operating support?
Yes: 100% of The Wikstrom Foundation Tr UA's 2025 grants with a stated purpose (11 of 11) were for general or operating support, per its 2025 IRS Form 990-PF.
Who are The Wikstrom Foundation Tr UA's largest grantees?
The Wikstrom Foundation Tr UA's largest 2025 grantees include Palm Beach Symphony Society Inc ($47,500), Diocese of Palm Beach ($26,250) and Le Moyne College ($15,000), according to its 2025 IRS Form 990-PF. Together they received 60% of its itemized 2025 grant dollars.
How large is The Wikstrom Foundation Tr UA?
The Wikstrom Foundation Tr UA reported $1.8M in total assets on its 2025 IRS Form 990-PF. It paid out $150K in qualifying distributions that year, against a required minimum of $103K (roughly 5% of its investment assets).
What does The Wikstrom Foundation Tr UA fund?
The available filing information does not state a separate mission. The 2025 grants included support for arts and education, religious organizations, health and social services, and transportation. See mission & focus areas ↑
How do I apply for a grant from The Wikstrom Foundation Tr UA?
The 2024 filing says the foundation does not restrict giving to preselected organizations. Eligibility and process details are in the grantmaking section of this profile. See how to apply ↑
What is The Wikstrom Foundation Tr UA's EIN?
The Wikstrom Foundation Tr UA's EIN (Employer Identification Number) is 14-6014286. IRS Form 990 filing data is available on this page for 2020–2025.
Data last updated October 2026. Sourced from IRS Form 990-PF filings. Research dossier generated October 2026.
Data update history
(7)
When this profile's IRS filing data changed on Grantable
- Updated Form 990-PF for fiscal year 2020 (received by the IRS April 26, 2021)
- Updated Form 990-PF for fiscal year 2021 (received by the IRS March 22, 2022)
- Updated Form 990-PF for fiscal year 2022 (received by the IRS April 11, 2023)
- Updated Form 990-PF for fiscal year 2023 (received by the IRS April 16, 2024)
- Updated Form 990-PF for fiscal year 2024 (received by the IRS April 10, 2025)
- Updated Form 990-PF for fiscal year 2025 (received by the IRS April 21, 2026)
- IRS filings on file for fiscal years 2020–2025
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Cite this profile
Grantable. (2026). The Wikstrom Foundation Tr UA funder profile. GrantGraph. Retrieved October 15, 2026, from https://grantable.co/funders/the-wikstrom-foundation-tr-ua-morg_ce36270990b54ccc9557d3b2a7b5122a
BibTeX
@misc{grantable_146014286_2026,
author = {{Grantable}},
title = {{The Wikstrom Foundation Tr UA funder profile}},
howpublished = {GrantGraph},
year = {2026},
url = {https://grantable.co/funders/the-wikstrom-foundation-tr-ua-morg_ce36270990b54ccc9557d3b2a7b5122a},
note = {Accessed 2026-10-15. Data licensed CC BY 4.0}
}The figures on this page are open data under CC BY 4.0: reuse them with credit to Grantable and a link. Download the data.
Figures come from The Wikstrom Foundation Tr UA's IRS filings (methodology). AI-written summaries, news items and logos are not covered by the open licence. Spot an error? Email hello@grantable.co.
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