William B Wilcox Charitable Trust

BIRMINGHAM, AL EIN: 59-7169510

William B Wilcox Charitable Trust is a private foundation, based in BIRMINGHAM, AL. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $1.3M in total assets. In 2024, it awarded 5 grants totaling $22K. Net investment income was $57K.

Financial Overview

From 2024 IRS Form 990-PF · View filing

Total Assets

$1.3M

+2.3% YoY

Annual Giving

$22K

+0.9% YoY

Grant Count

+0.0% YoY

Avg Grant Size

$4K

+0.9% YoY

Under IRS private-foundation payout rules, William B Wilcox Charitable Trust reported a distributable amount of $72K for 2024 — the minimum it must pay out in qualifying distributions.

About William B Wilcox Charitable Trust

Based on IRS filings

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Geographic Focus

Where this funder awards grants

Grant Distribution by State

Indiana $147K (60%)

Florida $49K (20%)

Georgia $49K (20%)

States

Florida Georgia Indiana

Cities

AngolaBloomimngtonBloomingtonClearwaterIndianapolisPeachtree CityTucker

Financial History

Multi-year comparison from IRS filings

Revenue

Expenses

Qualifying Distributions

Net Investment Income

Metric	2024	2023	2022
Total Assets	$1,300,484	$1,271,642	$1,270,344
Revenue	$75,004	$43,628	$30,610
Expenses	$45,478	$43,461	$92,268
Qualifying Distributions	$28,119	$39,049	$87,067
Net Investment Income	$57,399	$17,592	$14,826
Distributable Amount	$72,495	$64,651	$68,920

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 Trine University Inc ($4,325), Tabernacle Presbyterian Church ($4,325), Indiana University Foundation ($4,325).

Recipient	Purpose	Amount
TRINE UNIVERSITY INC ANGOLA, IN	GENERAL OPERATING	$4,325
TABERNACLE PRESBYTERIAN CHURCH INDIANAPOLIS, IN	GENERAL OPERATING	$4,325
INDIANA UNIVERSITY FOUNDATION BLOOMINGTON, IN	GENERAL OPERATING	$4,325
PEACE MEMORIAL PRESBYTERIAN CHURCH CLEARWATER, FL	GENERAL OPERATING	$4,325
PHI MU HOUSE FOUNDATION PEACHTREE CITY, GA	GENERAL OPERATING	$4,325

Leadership & Key People

Officers and directors from IRS filings

Compensation Overview

From 2024 IRS filing

From 2024 filing

Name	Title	Hours	Compensation
REGIONS BANK	TRUSTEE	1	$20,470

Frequently Asked Questions

How large is William B Wilcox Charitable Trust?

As of 2024, William B Wilcox Charitable Trust holds $1.3M in total assets with $75K in annual revenue. It awarded 5 grants totaling $22K in 2024.

Where does William B Wilcox Charitable Trust operate?

William B Wilcox Charitable Trust has awarded grants in Florida, Georgia, Indiana.

What size grants does William B Wilcox Charitable Trust award?

In 2024, William B Wilcox Charitable Trust awarded 5 grants totaling $22K — an average of about $4K per grant, based on its IRS Form 990 filings.

How much is William B Wilcox Charitable Trust required to give away each year?

Private foundations must generally distribute about 5% of their assets annually. For 2024, William B Wilcox Charitable Trust reported a distributable amount of $72K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.

What is William B Wilcox Charitable Trust's EIN?

William B Wilcox Charitable Trust's EIN (Employer Identification Number) is 59-7169510. IRS Form 990 filing data is available on this page for 2020–2024.