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

5

+0.0% YoY

Avg Grant Size

$4K

+0.9% YoY

About William B Wilcox Charitable Trust

Based on IRS filings

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.

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Geographic Focus

Where this funder awards grants

Grant Distribution by State

3states

Cities

AngolaBloomimngtonBloomingtonClearwaterIndianapolisPeachtree CityTucker

Financial History

Multi-year comparison from IRS filings

Revenue
Expenses
Qualifying Distributions
Net Investment Income
$0$75K$149K$224K$298K20202021202220232024
Metric202420232022
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

$0$17K$34K$51K$68K5 grants20205 grants20215 grants20225 grants20235 grants2024

Grant Insights

How this funder distributes its grants

Top Recipients

Top 5 recipients in 2024

TRINE UNIVERSITY INC$4KTABERNACLE PRESBYTERIAN …$4KINDIANA UNIVERSITY FOUND…$4KPEACE MEMORIAL PRESBYTER…$4KPHI MU HOUSE FOUNDATION$4K

Grant Size Distribution

25 grants across all recorded years

25<$50K$50–100K$100–250K$250–500K$500K–1M$1–5M$5M+

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

REGIONS BANKTRUSTEE$20K

From 2024 filing

NameTitleHoursCompensation
REGIONS BANKTRUSTEE1$20,470

Related Funders

Similar funders by location and focus area

Data last updated April 2026. Sourced from IRS Form 990-PF filings.

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