The Wikstrom Foundation Tr Ua
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
Under IRS private-foundation payout rules, The Wikstrom Foundation Tr Ua reported a distributable amount of $99K for 2024 — the minimum it must pay out in qualifying distributions.
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.
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Geographic Focus
Where this funder awards grants
Grant Distribution by State
States
Cities
Financial History
Multi-year comparison from IRS filings
| Metric | 2024 | 2023 | 2022 |
|---|---|---|---|
| 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
Grant Insights
How this funder distributes its grants
Top Recipients
Top 10 recipients in 2024
Grant Size Distribution
42 grants across all recorded years
Giving History
Grant recipients and amounts by year
Among its reported 2024 grants, the largest include Palm Beach Symphony Society Inc ($32,500), Diocese of Palm Beach ($26,250), Le Moyne College ($15,000).
| Recipient | Purpose | Amount |
|---|---|---|
| THE PALM BEACH OPERA WEST PALM, FL | UNRESTRICTED GENERAL | $10,000 |
| ST EDWARDS CATHOLIC CHURCH PALM BEACH, FL | UNRESTRICTED GENERAL | $7,500 |
| LE MOYNE COLLEGE SYRACUSE, NY | UNRESTRICTED GENERAL | $15,000 |
| ANNUAL FUND FOR WALKER SIMSBURY, CT | UNRESTRICTED GENERAL | $5,000 |
| ST MARY'S OF THE LAKE CHURCH SKANEATELES, NY | UNRESTRICTED GENERAL | $7,500 |
| JOHN D BARROW GALLERY SKANEATELES, NY | UNRESTRICTED GENERAL | $5,000 |
| FRANCIS HOUSE SYRACUSE, NY | UNRESTRICTED GENERAL | $10,000 |
| SKANEATELES FESTIVAL INC SKANEATELES, NY | UNRESTRICTED GENERAL | $15,000 |
| LAKER TRANSPORTATION PROJECT INC SKANEATELES, NY | UNRESTRICTED GENERAL | $5,000 |
| PALM BEACH SYMPHONY SOCIETY INC PALM BEACH, FL | UNRESTRICTED GENERAL | $32,500 |
Leadership & Key People
Officers and directors from IRS filings
Compensation Overview
From 2024 IRS filing
From 2024 filing
| Name | Title | Hours | Compensation |
|---|---|---|---|
| BANK OF AMERICA | TRUSTEE | 1 | $2,195 |
Frequently Asked Questions
How large is The Wikstrom Foundation Tr Ua?
As of 2024, The Wikstrom Foundation Tr Ua holds $1.8M in total assets with $206K in annual revenue. It awarded 11 grants totaling $139K in 2024.
Where does The Wikstrom Foundation Tr Ua operate?
The Wikstrom Foundation Tr Ua has awarded grants in Connecticut, Florida, New York.
What size grants does The Wikstrom Foundation Tr Ua award?
In 2024, The Wikstrom Foundation Tr Ua awarded 11 grants totaling $139K — an average of about $13K per grant, based on its IRS Form 990 filings.
How much is The Wikstrom Foundation Tr Ua required to give away each year?
Private foundations must generally distribute about 5% of their assets annually. For 2024, The Wikstrom Foundation Tr Ua reported a distributable amount of $99K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.
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 2020–2024.
Explore Open Grants
Browse active grant opportunities in The Wikstrom Foundation Tr Ua's focus areas in our free grants database
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Data last updated April 2026. Sourced from IRS Form 990-PF filings.
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