Wilton E Dyson Jr Trust

Foundation · Grantmaker BIRMINGHAM, AL EIN: 61-6471557

Wilton E Dyson Jr Trust is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in BIRMINGHAM, AL. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $4.1M in total assets. In 2024, it awarded 2 grants totaling $246K. Net investment income was $281K.

Financial Overview

From 2024 IRS Form 990-PF · View filing

Total Assets

$4.1M

+0.6% YoY

Annual Giving

$246K

+8.0% YoY

Grant Count

+0.0% YoY

Avg Grant Size

$123K

+8.0% YoY

Under IRS private-foundation payout rules, Wilton E Dyson Jr Trust reported a distributable amount of $230K for 2024 — the minimum it must pay out in qualifying distributions.

About Wilton E Dyson Jr Trust

Based on IRS filings

Focus Areas

Philanthropy, Voluntarism & Grantmaking

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Geographic Focus

Where this funder awards grants

Grant Distribution by State

Mississippi $718K (56%)

Alabama $554K (44%)

States

Alabama Mississippi

Cities

BirminghamOxfordUniversity

Financial History

Multi-year comparison from IRS filings

Revenue

Expenses

Qualifying Distributions

Net Investment Income

Metric	2024	2023	2022
Total Assets	$4,146,189	$4,123,340	$4,222,370
Revenue	$320,088	$177,490	$177,293
Expenses	$296,427	$274,660	$278,824
Qualifying Distributions	$256,198	$237,639	$234,591
Net Investment Income	$281,191	$139,742	$139,707
Distributable Amount	$229,893	$221,036	$229,655

Giving Over Time

Total grant dollars and number of grants per year

Grant Insights

How this funder distributes its grants

Top Recipients

Top 2 recipients in 2024

Grant Size Distribution

10 grants across all recorded years

Giving History

Grant recipients and amounts by year

Among its reported 2024 grants, the largest include University of Mississippi ($172,526), Greater Birmingham Humane Society ($73,940).

Recipient	Purpose	Amount
GREATER BIRMINGHAM HUMANE SOCIETY BIRMINGHAM, AL	GENERAL OPERATING	$73,940
UNIVERSITY OF MISSISSIPPI UNIVERSITY, AL	GENERAL OPERATING	$172,526

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	$43,660

Subject Areas

Focus areas based on grantmaking activity

Philanthropy, Voluntarism & Grantmaking

Frequently Asked Questions

What is Wilton E Dyson Jr Trust?

Wilton E Dyson Jr Trust is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in BIRMINGHAM, AL. It holds $4.1M in total assets as of 2024.

How large is Wilton E Dyson Jr Trust?

As of 2024, Wilton E Dyson Jr Trust holds $4.1M in total assets with $320K in annual revenue. It awarded 2 grants totaling $246K in 2024.

Where does Wilton E Dyson Jr Trust operate?

Wilton E Dyson Jr Trust has awarded grants in Alabama, Mississippi.

What size grants does Wilton E Dyson Jr Trust award?

In 2024, Wilton E Dyson Jr Trust awarded 2 grants totaling $246K — an average of about $123K per grant, based on its IRS Form 990 filings.

How much is Wilton E Dyson Jr Trust required to give away each year?

Private foundations must generally distribute about 5% of their assets annually. For 2024, Wilton E Dyson Jr Trust reported a distributable amount of $230K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.