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Houston & Zona Willis Tua Foundation Trust is a private trust based in DALLAS, TX. The foundation received its IRS ruling in 2014. The principal officer is Bank Of America N A Ttee. It holds total assets of $948K. Annual income is reported at $215K. The foundation is governed by 1 officer or trustee. The foundation operates in the area of philanthropy & grantmaking. According to its most recent filing, the foundation only makes contributions to preselected charitable organizations. Tax records are available from 2016 to 2023. The foundation primarily funds organizations in Virginia and Oklahoma. According to available records, Houston & Zona Willis Tua Foundation Trust has made 9 grants totaling $132K, with a median grant of $13K. Annual giving has decreased from $46K in 2021 to $34K in 2023. Grantmaking activity was highest in 2022 with $52K distributed across 3 grants. Individual grants have ranged from $8K to $26K, with an average award of $15K. The foundation has supported 3 unique organizations. Grants have been distributed to organizations in Virginia and Oklahoma. Contributions to this foundation are tax-deductible.
Smallest Grant
$13K
Median Grant
$13K
Average Grant
$18K
Largest Grant
$26K
Based on 3 grants from the most recent 990-PF filing.
No program descriptions are available for this foundation. Many private foundations report program activities in their annual 990-PF filings — check the Tax Filings section below for the most recent filing.
Houston & Zona Willis Tua Foundation Trust primarily funds organizations in the area of philanthropy & grantmaking. Based on available records, the foundation has funded 9 grants. Its grantmaking reaches organizations primarily in VA, OK.
Houston & Zona Willis Tua Foundation Trust has distributed a total of $132K across 9 grants. The median grant size is $13K, with an average of $15K. Individual grants have ranged from $8K to $26K.
Houston & Zona Willis Tua Foundation Trust typically selects its grantees rather than accepting unsolicited proposals.
Houston & Zona Willis Tua Foundation Trust is headquartered in DALLAS, TX. While based in TX, the foundation distributes grants to organizations across 2 states.
| Name | Title | Compensation | Benefits | Total |
|---|---|---|---|---|
| Bank Of America | TRUSTEE | $14K | $0 | $14K |
Total Giving
$50K
Total Assets
$917K
Fair Market Value
$1.1M
Net Worth
$917K
Grants Paid
$34K
Contributions
N/A
Net Investment Income
$16K
Distribution Amount
$49K
Total Grants
9
Total Giving
$132K
Average Grant
$15K
Median Grant
$13K
Unique Recipients
3
Most Common Grant
$8K
of 2023 grantees were first-time recipients
| Recipient | Location | Amount | Year |
|---|---|---|---|
| Southminister Presbyterian ChurchUNRESTRICTED GENERAL | N Chesterfield, VA | $17K | 2023 |
| Shepherd Of The Hills PresbyterianUNRESTRICTED GENERAL | Sulphur, OK | $8K | 2023 |
| Sunnyside Presbyterian HomeUNRESTRICTED GENERAL | Harrisonburg, VA | $8K | 2023 |