Wilbur Lee Carter Charitable Trust is a private foundation focused on Health, 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
Under IRS private-foundation payout rules, Wilbur Lee Carter Charitable Trust reported a distributable amount of $232K for 2024 — the minimum it must pay out in qualifying distributions.
About Wilbur Lee Carter Charitable Trust
Based on IRS filings
Wilbur Lee Carter Charitable Trust is a private foundation focused on Health, 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.
Focus Areas
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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 | $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
Among its reported 2024 grants, the largest include Baptist Children's Homes Nc ($57,477), North Carolina Baptist Hospitals ($43,104), First Baptist Church ($43,104).
| Recipient | Purpose | Amount |
|---|---|---|
| BAPTIST CHILDREN'S HOMES NC THOMASVILLE, NC | UNRESTRICTED GENERAL | $57,477 |
| NORTH CAROLINA BAPTIST HOSPITALS WINSTONSALEM, NC | UNRESTRICTED GENERAL | $43,104 |
| FIRST BAPTIST CHURCH GREENSBORO, NC | UNRESTRICTED GENERAL | $43,104 |
| SOUTHEASTERN BAPTIST THEOLOGICAL SEMINAR WAKE FOREST, NC | UNRESTRICTED GENERAL | $43,104 |
| CONNIE MAXWELL CHILDREN'S HOME GREENWOOD, SC | UNRESTRICTED GENERAL | $28,731 |
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 | — |
Subject Areas
Focus areas based on grantmaking activity
Frequently Asked Questions
What is Wilbur Lee Carter Charitable Trust?
Wilbur Lee Carter Charitable Trust is a private foundation focused on Health, based in DALLAS, TX. It holds $3.6M in total assets as of 2024.
How large is Wilbur Lee Carter Charitable Trust?
As of 2024, Wilbur Lee Carter Charitable Trust holds $3.6M in total assets with $193K in annual revenue. It awarded 5 grants totaling $216K in 2024.
Where does Wilbur Lee Carter Charitable Trust operate?
Wilbur Lee Carter Charitable Trust has awarded grants in North Carolina, South Carolina.
What size grants does Wilbur Lee Carter Charitable Trust award?
In 2024, Wilbur Lee Carter Charitable Trust awarded 5 grants totaling $216K — an average of about $43K per grant, based on its IRS Form 990 filings.
How much is Wilbur Lee Carter Charitable Trust required to give away each year?
Private foundations must generally distribute about 5% of their assets annually. For 2024, Wilbur Lee Carter Charitable Trust reported a distributable amount of $232K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.
What is Wilbur Lee Carter Charitable Trust's EIN?
Wilbur Lee Carter Charitable Trust's EIN (Employer Identification Number) is 23-7420174. IRS Form 990 filing data is available on this page for 2020–2024.
Explore Open Grants
Browse active grant opportunities in Wilbur Lee Carter Charitable Trust'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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