Wilmurt Charitable Trust
Wilmurt Charitable Trust is a private foundation, based in SYRACUSE, NY. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $107K in total assets. Net investment income was $5K.
Financial Overview
From 2024 IRS Form 990-PF · View filing
Total Assets
$107K
+9.6% YoY
Revenue
$11K
+148.0% YoY
Net Investment Income
$5K
+90.4% YoY
Expenses
$2K
-78.0% YoY
Under IRS private-foundation payout rules, Wilmurt Charitable Trust reported a distributable amount of $7K for 2024 — the minimum it must pay out in qualifying distributions.
About Wilmurt Charitable Trust
Based on IRS filings
Wilmurt Charitable Trust is a private foundation, based in SYRACUSE, NY. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $107K in total assets. Net investment income was $5K.
Ready to take the next step with Wilmurt Charitable Trust?
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 | $107,387 | $97,938 | $101,834 |
| Revenue | $11,309 | $4,560 | $7,424 |
| Expenses | $1,860 | $8,456 | $9,186 |
| Qualifying Distributions | — | $6,407 | $7,301 |
| Net Investment Income | $4,933 | $2,591 | $3,745 |
| Distributable Amount | $7,048 | $6,667 | $7,074 |
Giving Over Time
Total grant dollars and number of grants per year
Grant Insights
How this funder distributes its grants
Top Recipients
Top 0 recipients in 2024
Grant Size Distribution
6 grants across all recorded years
Giving History
Grant recipients and amounts by year
No grants recorded for 2024.
Leadership & Key People
Officers and directors from IRS filings
Compensation Overview
From 2024 IRS filing
From 2024 filing
| Name | Title | Hours | Compensation |
|---|---|---|---|
| FRANK CLARK | TRUSTEE | 1 | — |
| ANNE ROSE | TRUSTEE | 1 | — |
| DANIEL JOSEPHSON | TRUSTEE | 1 | — |
Frequently Asked Questions
How large is Wilmurt Charitable Trust?
As of 2024, Wilmurt Charitable Trust holds $107K in total assets with $11K in annual revenue.
Where does Wilmurt Charitable Trust operate?
Wilmurt Charitable Trust has awarded grants in New York.
How much is Wilmurt Charitable Trust required to give away each year?
Private foundations must generally distribute about 5% of their assets annually. For 2024, Wilmurt Charitable Trust reported a distributable amount of $7K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.
What is Wilmurt Charitable Trust's EIN?
Wilmurt Charitable Trust's EIN (Employer Identification Number) is 16-6374433. IRS Form 990 filing data is available on this page for 2020–2024.
Explore Open Grants
Browse active grant opportunities in Wilmurt 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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