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Anne Potter Wilson Foundation Trust Ua is a private trust based in DALLAS, TX. The foundation received its IRS ruling in 1996. The principal officer is Bank Of America. It holds total assets of $7.8M. Annual income is reported at $2.1M. Total assets have decreased from $10.1M in 2011 to $7.6M in 2023. The foundation is governed by 4 officers and trustees. The sole charitable activity of this organization is the making of grants ot qualified organizations. No direct charitable activities are conducted. Tax records are available from 2020 to 2023. Grantmaking is concentrated in Tennessee. According to available records, Anne Potter Wilson Foundation Trust Ua has made 90 grants totaling $6.3M, with a median grant of $40K. Annual giving has grown from $1.3M in 2021 to $1.6M in 2023. Grantmaking activity was highest in 2022 with $3.3M distributed across 54 grants. Individual grants have ranged from $9K to $651K, with an average award of $69K. The foundation has supported 43 unique organizations. The foundation primarily supports organizations in Tennessee, Virginia, Florida, which account for 83% of all grants. Grantmaking reaches organizations across 7 states. Contributions to this foundation are tax-deductible.
Smallest Grant
$1K
Median Grant
$25K
Average Grant
$51K
Largest Grant
$221K
Based on 27 grants from the most recent 990-PF filing.
The sole charitable activity of this organization is the making of grants ot qualified organizations. No direct charitable activities are conducted
The sole charitable activity of this organization is the making of grants ot qualified organizations. No direct charitable activities are conducted. Based on available records, the foundation has funded 90 grants. Its grantmaking reaches organizations primarily in TN, VA, FL.
Anne Potter Wilson Foundation Trust Ua has distributed a total of $6.3M across 90 grants. The median grant size is $40K, with an average of $69K. Individual grants have ranged from $9K to $651K.
The application deadline is NO SPECIFIC DEADLINES.
Anne Potter Wilson Foundation Trust Ua is headquartered in DALLAS, TX. While based in TX, the foundation distributes grants to organizations across 7 states.
| Name | Title | Compensation | Benefits | Total |
|---|---|---|---|---|
| Bank Of America | TRUSTEE | $85K | $0 | $85K |
| William M Wilson | COMMITTEE MEMBER | $0 | $0 | N/A |
| Justin P Wilson | COMMITTEE MEMBER | $0 | $0 | N/A |
| Blair J Wilson | COMMITTEE MEMBER | $0 | $0 | N/A |
Total Giving
$1.7M
Total Assets
$7.6M
Fair Market Value
$35.6M
Net Worth
$7.6M
Grants Paid
$1.6M
Contributions
N/A
Net Investment Income
$1.8M
Distribution Amount
$1.7M
Total Grants
90
Total Giving
$6.3M
Average Grant
$69K
Median Grant
$40K
Unique Recipients
43
Most Common Grant
$25K
of 2023 grantees were first-time recipients
| Recipient | Location | Amount | Year |
|---|---|---|---|
| Johann Fust Library FoundationUNRESTRICTED GENERAL | Boca Grande, FL | $25K | 2023 |
| Ymca FoundationUNRESTRICTED GENERAL | Nashville, TN | $100K | 2022 |
| Blair School Of Music Vandervilt UnivUNRESTRICTED GENERAL | Nashville, TN | $544K | 2023 |
| Ymca Foundation Of Middle TennesseeUNRESTRICTED GENERAL | Nashville, TN | $300K | 2023 |
| Tennessee State Parks ConservancyUNRESTRICTED GENERAL | Nashville, TN | $200K | 2023 |
| Naples Children & Education FoundationUNRESTRICTED GENERAL | Naples, FL | $150K | 2023 |
| Ensworth SchoolUNRESTRICTED GENERAL | Nashville, TN | $75K | 2023 |
| Vanderbilt University Medical CenterUNRESTRICTED GENERAL | Nashville, TN | $60K | 2023 |
| Montgomery Bell Academy At U-NashvilleUNRESTRICTED GENERAL | Nashville, TN | $40K | 2023 |
| Cheekwood Botanical Garden & MuseumUNRESTRICTED GENERAL | Nashville, TN | $40K | 2023 |
| Aspen Art MuseumUNRESTRICTED GENERAL | Aspen, CO | $35K | 2023 |
| Jazz At Aspen SnowmassUNRESTRICTED GENERAL | Aspen, CO | $35K | 2023 |
| Lipscomb UniversityUNRESTRICTED GENERAL | Nashville, TN | $25K | 2023 |
| Church Of The Holy RosaryUNRESTRICTED GENERAL | Nashville, TN | $25K | 2023 |
| Tennessee Trails Association IncUNRESTRICTED GENERAL | Nashville, TN | $25K | 2023 |
| Cumberland HeightsGENERAL | Nashville, TN | $20K | 2023 |
| St George'S Independent SchoolUNRESTRICTED GENERAL | Collierville, TN | $15K | 2023 |
| Oasis Center IncUNRESTRICTED GENERAL | Nashville, TN | $10K | 2023 |
| The Fund For American StudiesUNRESTRICTED GENERAL | Washington, DC | $9K | 2023 |
| Kipp AcademyUNRESTRICTED GENERAL | Nashville, TN | $250K | 2022 |
| Teach For AmericaUNRESTRICTED GENERAL | Nashville, TN | $152K | 2022 |
| Naples Children & Education FdnUNRESTRICTED GENERAL | Naples, FL | $150K | 2022 |
| Abe'S GardenUNRESTRICTED GENERAL | Nashville, TN | $100K | 2022 |
| President And Fellows Of HavardUNRESTRICTED GENERAL | Cambridge, MA | $100K | 2022 |
| Tennessee Financial LiteracyUNRESTRICTED GENERAL | Nashville, TN | $60K | 2022 |
| Woodberry Forest SchoolUNRESTRICTED GENERAL | Woodberry Forest, VA | $60K | 2022 |
| Vanderbilt UniversityUNRESTRICTED GENERAL | Nashville, TN | $50K | 2022 |
| Lead Public Schools IncUNRESTRICTED GENERAL | Nashville, TN | $50K | 2022 |
| Valor Collegiate AcademiesUNRESTRCTED GENERAL SUPPORT | Nashville, TN | $50K | 2022 |
| CheekwoodUNRESTRICTED GENERAL | Nashville, TN | $43K | 2022 |
| Univ Of Nashville MontgomeryUNRESTRICTED GENERAL | Nashville, TN | $40K | 2022 |