William a Coleman Trust Ua Dtd 04091986 Tr

JACKSON, MS EIN: 64-6184548

William a Coleman Trust Ua Dtd 04091986 Tr is a private foundation, based in JACKSON, MS. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $316K in total assets. In 2024, it awarded 4 grants totaling $14K. Net investment income was $7K.

Financial Overview

From 2024 IRS Form 990-PF · View filing

Total Assets

$316K

-2.6% YoY

Annual Giving

$14K

-16.1% YoY

Grant Count

+0.0% YoY

Avg Grant Size

$3K

-16.1% YoY

Under IRS private-foundation payout rules, William a Coleman Trust Ua Dtd 04091986 Tr reported a distributable amount of $18K for 2024 — the minimum it must pay out in qualifying distributions.

About William a Coleman Trust Ua Dtd 04091986 Tr

Based on IRS filings

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Geographic Focus

Where this funder awards grants

Grant Distribution by State

Mississippi $62K (100%)

States

Mississippi

Cities

BrookhavenJacksonUnion Church

Financial History

Multi-year comparison from IRS filings

Revenue

Expenses

Qualifying Distributions

Net Investment Income

Metric	2024	2023	2022
Total Assets	$315,908	$324,472	$341,580
Revenue	$11,052	$4,888	$-2,555
Expenses	$19,667	$21,973	$22,664
Qualifying Distributions	$15,982	$18,546	$18,420
Net Investment Income	$7,029	$7,250	$5,255
Distributable Amount	$18,243	$16,995	$17,503

Giving Over Time

Total grant dollars and number of grants per year

Grant Insights

How this funder distributes its grants

Top Recipients

Top 4 recipients in 2024

Grant Size Distribution

20 grants across all recorded years

Giving History

Grant recipients and amounts by year

Among its reported 2024 grants, the largest include Methodist Children's Homes ($6,367), Silver Cross Home ($6,367), Jackson St Methodist Church ($1,000).

Recipient	Purpose	Amount
Methodist Children's Homes Jackson, MS	GENERAL SUPPORT	$6,367
Silver Cross Home Brookhaven, MS	GENERAL SUPPORT	$6,367
Jackson St Methodist Church Brookhaven, MS	GENERAL SUPPORT	$1,000
Union Church Cemetery Union Church, MS	GENERAL SUPPORT	$100

Leadership & Key People

Officers and directors from IRS filings

Compensation Overview

From 2024 IRS filing

No officer/director data available.

Frequently Asked Questions

How large is William a Coleman Trust Ua Dtd 04091986 Tr?

As of 2024, William a Coleman Trust Ua Dtd 04091986 Tr holds $316K in total assets with $11K in annual revenue. It awarded 4 grants totaling $14K in 2024.

Where does William a Coleman Trust Ua Dtd 04091986 Tr operate?

William a Coleman Trust Ua Dtd 04091986 Tr has awarded grants in Mississippi.

What size grants does William a Coleman Trust Ua Dtd 04091986 Tr award?

In 2024, William a Coleman Trust Ua Dtd 04091986 Tr awarded 4 grants totaling $14K — an average of about $3K per grant, based on its IRS Form 990 filings.

How much is William a Coleman Trust Ua Dtd 04091986 Tr required to give away each year?

Private foundations must generally distribute about 5% of their assets annually. For 2024, William a Coleman Trust Ua Dtd 04091986 Tr reported a distributable amount of $18K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.

What is William a Coleman Trust Ua Dtd 04091986 Tr's EIN?

William a Coleman Trust Ua Dtd 04091986 Tr's EIN (Employer Identification Number) is 64-6184548. IRS Form 990 filing data is available on this page for 2020–2024.