Wilbur Lee Carter Charitable Trust
Wilbur Lee Carter Charitable Trust is a private foundation, based in DALLAS, TX. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $3.6M in total assets. In 2024, it awarded 5 grants totaling $216K. Net investment income was $177K.
Financial Overview
From 2024 IRS Form 990-PF · View filing
Total Assets
$3.6M
-1.2% YoY
Annual Giving
$216K
+22.5% YoY
Grant Count
5
+0.0% YoY
Avg Grant Size
$43K
+22.5% YoY
About Wilbur Lee Carter Charitable Trust
Based on IRS filings
Wilbur Lee Carter Charitable Trust is a private foundation, based in DALLAS, TX. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $3.6M in total assets. In 2024, it awarded 5 grants totaling $216K. Net investment income was $177K.
Ready to take the next step with Wilbur Lee Carter Charitable Trust?
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 | $3,592,951 | $3,637,887 | $3,663,569 |
| Revenue | $192,746 | $168,219 | $314,983 |
| Expenses | $234,910 | $195,249 | $273,763 |
| Qualifying Distributions | $221,487 | $181,896 | $255,662 |
| Net Investment Income | $176,505 | $154,959 | $301,318 |
| Distributable Amount | $232,152 | $209,600 | $214,429 |
Giving Over Time
Total grant dollars and number of grants per year
Grant Insights
How this funder distributes its grants
Top Recipients
Top 5 recipients in 2024
Grant Size Distribution
25 grants across all recorded years
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
From 2024 filing
| Name | Title | Hours | Compensation |
|---|---|---|---|
| BANK OF AMERICA NA | CO TRUSTEE | 1 | $13,073 |
| W L CARTER JR | CO TRUSTEE | 13 | — |
| CHARLES T HAGAN III | CO TRUSTEE | 13 | — |
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Data last updated April 2026. Sourced from IRS Form 990-PF filings.
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