William B Wilcox Charitable Trust
William B Wilcox Charitable Trust is a private foundation, based in Birmingham, AL. IRS filing data is available from 2020 through 2025. As of 2025, the organization holds $1.4M in total assets. In 2025, it awarded 5 grants totaling $29K. Net investment income was $98K.
William B Wilcox Charitable Trust at a glance
In short: William B Wilcox Charitable Trust gave $29K across 5 grants in 2025 (avg $6K), mostly in Indiana. Source: 2025 IRS Form 990-PF.
- Annual giving (2025)
- $29,226
- +35.1% vs 2024
- Grants made (2025)
- 5
- +0.0% vs 2024
- Average grant
- $5,845
- +35.1% vs 2024
- Median grant
- $5,845
- Total assets
- $1,361,117
- +4.7% vs 2024
- Primary geography
- Indiana (63% of itemized 2025 grant dollars)
- Latest 990 filing
- Form 990-PF, 2025 View filing
Data from IRS Form 990-PF, 2025; updated October 2026.
Who William B Wilcox Charitable Trust funds
How this funder distributes its grants
Top Recipients
Top 5 recipients in 2025
The largest 2025 recipient was Tabernacle Presbyterian Church ($7K). Together the top 5 received $29K.
Grant Size Distribution
25 grants across all recorded years
The most common grant size was under $50K: 25 grants of 25 (100%).
Geographic Focus
Where this funder awards grants
Grant Distribution by State
Share of 2025 grant dollars across all 5 itemized grants.
Cities
How William B Wilcox Charitable Trust gives
- Giving fell 57% from 2022 to 2025. Method
- In 2025 it paid out 45% of its IRS minimum distribution (the 5% rule). Foundations have until the end of the next year to meet it. Method
From the foundation's IRS Form 990-PF filings. Methodology.
Giving History
Giving Over Time
Total grant dollars and number of grants per year
From 2020 to 2025, annual grant giving ranged from $21K (2023) to $68K (2021). In 2025 it made 5 grants totaling $29K.
Grants by year
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| Tabernacle Presbyterian Church Indianapolis, IN | General Operating | $6,797 |
| Indiana University Foundation Bloomington, IN | General Operating | $5,853 |
| Trine University Inc Angola, IN | General Operating | $5,845 |
| Peace Memorial Presbyterian Church Clearwater, FL | General Operating | $5,845 |
| Phi Mu House Foundation Peachtree City, GA | General Operating | $4,886 |
Ready to take the next step with William B Wilcox Charitable Trust?
Financial History
Multi-year comparison from IRS filings
| Filing year | Total Assets | Revenue | Expenses | Grants paid | Grants | Qualifying Distributions | Net Investment Income | Distributable Amount |
|---|---|---|---|---|---|---|---|---|
| 2025 | $1,361,117 | $115,963 | $53,944 | $29,226 | 5 | $34,525 | $97,689 | $75,954 |
| 2024 | $1,300,484 | $75,004 | $45,478 | $21,625 | 5 | $28,119 | $57,399 | $72,495 |
| 2023 | $1,271,642 | $43,628 | $43,461 | $21,425 | 5 | $39,049 | $17,592 | $64,651 |
| 2022 | $1,270,344 | $30,610 | $92,268 | $67,525 | 5 | $87,067 | $14,826 | $68,920 |
| 2021 | $1,332,002 | $247,730 | $96,498 | $67,526 | 5 | $89,238 | $224,538 | $72,749 |
| 2020 | $1,180,770 | $271,170 | $90,997 | $67,526 | 5 | — | $247,855 | $67,004 |
Under IRS private-foundation payout rules, William B Wilcox Charitable Trust reported a distributable amount of $76K for 2025 — the minimum it must pay out in qualifying distributions.
Leadership & Key People
Officers and directors from IRS filings
William B Wilcox Charitable Trust's only listed officer is Regions Bank, Trustee on every filing since 2024 (compensated).
Officers on the 2025 filing
Regions Bank
Trustee
On filings since 2024
1 hr/week
$20K (2024) → $21K (2025)
Former officers (3)
- Former: Regions Bank Wealth Management Martha Evans Vice President (2023) — Trustee
- Former: Martha Evans Vice President Regions Bank Private Wealth Mgmnt (2022) — Trustee
- Former: Christopher Cambridge VP Regions Private Wealth Management (2020–2021) — Trustee
Data from IRS Form 990 filings, 2020–2025. "On filings since" is the earliest filing we hold that lists the person; hours are average hours per week as reported.
Compensation Overview
From 2025 IRS filing
The highest reported compensation on the 2025 filing was $21K, to Regions Bank (Trustee).
Frequently asked questions about William B Wilcox Charitable Trust
How much does William B Wilcox Charitable Trust give each year?
William B Wilcox Charitable Trust gave $29K across 5 grants in 2025, according to its 2025 IRS Form 990-PF. In 2024 it gave $22K across 5 grants.
What is William B Wilcox Charitable Trust's typical grant size?
William B Wilcox Charitable Trust's median grant in 2025 was $5,845, and its average grant was $5,845, across 5 grants on its 2025 IRS Form 990-PF.
Where does William B Wilcox Charitable Trust give grants?
William B Wilcox Charitable Trust gives mostly in Indiana: 63% of the grant dollars itemized on its 2025 IRS Form 990-PF went to recipients there. The next largest states were Florida (20%) and Georgia (17%).
Does William B Wilcox Charitable Trust give general operating support?
Yes: 100% of William B Wilcox Charitable Trust's 2025 grants with a stated purpose (5 of 5) were for general or operating support, per its 2025 IRS Form 990-PF.
Who are William B Wilcox Charitable Trust's largest grantees?
William B Wilcox Charitable Trust's largest 2025 grantees include Tabernacle Presbyterian Church ($6,797), Indiana University Foundation ($5,853) and Trine University Inc ($5,845), according to its 2025 IRS Form 990-PF. Together they received 63% of its itemized 2025 grant dollars.
How large is William B Wilcox Charitable Trust?
William B Wilcox Charitable Trust reported $1.4M in total assets on its 2025 IRS Form 990-PF. It paid out $35K in qualifying distributions that year, against a required minimum of $76K (roughly 5% of its investment assets). Falling short in one year is not a violation: foundations have until the end of the next year to meet the minimum.
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 2020–2025.
Data last updated October 2026. Sourced from IRS Form 990-PF filings.
Data update history
(6)
When this profile's IRS filing data changed on Grantable
- Updated Form 990-PF for fiscal year 2025 (received by the IRS May 5, 2026)
- Updated Form 990-PF for fiscal year 2023 (received by the IRS May 7, 2024)
- Updated Form 990-PF for fiscal year 2020 (received by the IRS May 11, 2021)
- Updated Form 990-PF for fiscal year 2021 (received by the IRS April 26, 2022)
- Updated Form 990-PF for fiscal year 2022 (received by the IRS May 4, 2023)
- Updated Form 990-PF for fiscal year 2024 (received by the IRS May 13, 2025)
Other open foundation grants in Alabama
Alabama Open opportunities, soonest deadline first.
Explore Open Grants
Browse active grant opportunities in William B Wilcox Charitable Trust's focus areas in our free grants database
Similar Funders
Funders with grantees in common
Enterprise Holdings Foundation
Saint Louis, MO
The Enterprise Holdings Foundation supports charitable and educational nonprofits in communities where Enterprise Mobility operates, focusing on health, education, arts, and disaster relief; applicants must be actively supported by an Enterprise Mobility team member, spouse, or domestic partner. Giving varies widely: it reported 9,499 grants in 2024, but its 2025 filing showed one grant of $101.4 million, so that amount is not a typical award. Applications are accepted at any time through eligible Enterprise-affiliated applicants; the Foundation does not limit giving to preselected organizations.
Assets
$594.3M
Grants
1
Total Given
$101.4M
IBM International Foundation
Armonk, NY
The IBM International Foundation funds education and workforce programs that build 21st-century and technology job skills, including initiatives for underserved students and job seekers. Its 2024 grants ranged from $10,000 to $8.48 million, with a median of $100,000, and went to organizations across several U.S. states, especially Delaware and Massachusetts. It funds only preselected organizations and does not accept unsolicited requests.
Assets
$357.7M
Grants
16
Total Given
$11.7M
The Douglas & Angela Braly Family Foundation Co Douglas a Braly and Angela F Braly
Marco Island, FL
The Douglas & Angela Braly Family Foundation supports education, leadership, human services, the arts, and women’s initiatives, with recent grants concentrated in Illinois, Indiana, and Florida. Its 2025 grants ranged from $500 to $250,000, with a median of $25,000. It funds only preselected organizations and does not accept unsolicited requests.
Assets
$3.6M
Grants
21
Total Given
$1.0M
Dr Louis a and Anne B Schneider Fdn
Pittsburgh, PA
This foundation funds direct-service projects and programs addressing demonstrated community needs, especially those benefiting underserved people, with priorities including health, hunger relief, housing, education, and arts programming in the Fort Wayne/Allen County area. Its 2025 grants ranged from $1,650 to $50,000, with a median of $15,000. A 2023 filing says it does not restrict giving to preselected organizations, but whether it accepts unsolicited requests is not stated.
Assets
$13.8M
Grants
37
Total Given
$693K
Duke Energy Foundation
Charlotte, NC
The Duke Energy Foundation funds workforce and local economic development, disaster resilience, conservation, clean water, and economic opportunity in North Carolina, South Carolina, Florida, Ohio, Kentucky, and Indiana. Its 2024 grants had a median of $25,000; applications for grants of $20,000 or less are accepted year-round, after applicants discuss proposals with a state representative.
Assets
$1.9M
Grants
41
Total Given
$25.6M
Steuben County Community Foundation Inc
Angola, IN
The foundation funds nonprofit projects and community initiatives in areas such as education, arts and culture, health and human services, recreation, and community development, primarily in Steuben County, Indiana. Its 2025 grants had a median award of $15,750, with awards ranging from $5,350 to $945,179.
Assets
$64.7M
Grants
53
Total Given
$3.3M
More similar funders
More Funders in Alabama
The filing figures on this page are open data under CC BY 4.0. About GrantGraph Open
Figures come from William B Wilcox Charitable Trust's IRS filings (methodology). AI-written summaries, news items and logos are not covered by the open licence. Spot an error? Email hello@grantable.co.
William B Wilcox Charitable Trust down — hundreds of funders to go?