Tr Uw of Annie E Wilson

DALLAS, TX EIN: 04-6037210

Tr Uw of Annie E Wilson is a private foundation, based in DALLAS, TX. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $4.3M in total assets. In 2024, it awarded 3 grants totaling $200K. Net investment income was $400K.

Financial Overview

From 2024 IRS Form 990-PF · View filing

Total Assets

$4.3M

+3.9% YoY

Annual Giving

$200K

+35.7% YoY

Grant Count

+0.0% YoY

Avg Grant Size

$67K

+35.7% YoY

Under IRS private-foundation payout rules, Tr Uw of Annie E Wilson reported a distributable amount of $240K for 2024 — the minimum it must pay out in qualifying distributions.

About Tr Uw of Annie E Wilson

Based on IRS filings

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Geographic Focus

Where this funder awards grants

Grant Distribution by State

Massachusetts $971K (100%)

States

Massachusetts

Cities

LynnSaugus

Financial History

Multi-year comparison from IRS filings

Revenue

Expenses

Qualifying Distributions

Net Investment Income

Metric	2024	2023	2022
Total Assets	$4,265,834	$4,105,458	$4,189,352
Revenue	$436,091	$126,720	$-102,427
Expenses	$271,204	$209,126	$312,291
Qualifying Distributions	$237,806	$181,091	$262,077
Net Investment Income	$399,939	$85,900	$56,882
Distributable Amount	$240,094	$218,164	$223,789

Giving Over Time

Total grant dollars and number of grants per year

Grant Insights

How this funder distributes its grants

Top Recipients

Top 3 recipients in 2024

Grant Size Distribution

15 grants across all recorded years

Giving History

Grant recipients and amounts by year

Among its reported 2024 grants, the largest include Family & Children Services ($99,917), Lynn Home for Young Women ($49,960), Lynn Home for Elderly Persons ($49,960).

Recipient	Purpose	Amount
LYNN HOME FOR YOUNG WOMEN LYNN, MA	UNRESTRICTED GENERAL	$49,960
FAMILY & CHILDREN SERVICES SAUGUS, MA	UNRESTRICTED GENERAL	$99,917
LYNN HOME FOR ELDERLY PERSONS LYNN, MA	UNRESTRICTED GENERAL	$49,960

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	$61,081

Frequently Asked Questions

How large is Tr Uw of Annie E Wilson?

As of 2024, Tr Uw of Annie E Wilson holds $4.3M in total assets with $436K in annual revenue. It awarded 3 grants totaling $200K in 2024.

Where does Tr Uw of Annie E Wilson operate?

Tr Uw of Annie E Wilson has awarded grants in Massachusetts.

What size grants does Tr Uw of Annie E Wilson award?

In 2024, Tr Uw of Annie E Wilson awarded 3 grants totaling $200K — an average of about $67K per grant, based on its IRS Form 990 filings.

How much is Tr Uw of Annie E Wilson required to give away each year?

Private foundations must generally distribute about 5% of their assets annually. For 2024, Tr Uw of Annie E Wilson reported a distributable amount of $240K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.