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Also known as: JUSTIN P WILLIAM M & BLAIR J WILSON TR
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Mba Wilson Trust Agreement is a private trust based in NASHVILLE, TN. The foundation received its IRS ruling in 2008. The principal officer is Justin P Wilson. It holds total assets of $9.5M. Annual income is reported at $865K. The foundation is governed by 3 officers and trustees. 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. According to available records, Mba Wilson Trust Agreement has made 5 grants totaling $4.2M, with a median grant of $912K. Annual giving has grown from $747K in 2020 to $912K in 2023. Grantmaking activity was highest in 2022 with $1.8M distributed across 2 grants. Individual grants have ranged from $739K to $925K, with an average award of $849K. Grant recipients are concentrated in Tennessee. Contributions to this foundation are tax-deductible.
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.
Mba Wilson Trust Agreement primarily funds organizations in the area of philanthropy & grantmaking. Based on available records, the foundation has funded 5 grants. Its grantmaking reaches organizations primarily in TN.
Mba Wilson Trust Agreement has distributed a total of $4.2M across 5 grants. The median grant size is $912K, with an average of $849K. Individual grants have ranged from $739K to $925K.
Mba Wilson Trust Agreement typically selects its grantees rather than accepting unsolicited proposals.
Mba Wilson Trust Agreement is headquartered in NASHVILLE, TN.
| Name | Title | Compensation | Benefits | Total |
|---|---|---|---|---|
| Blair J Wilson | TRUSTEE | $0 | $0 | N/A |
| Justin P Wilson | TRUSTEE | $0 | $0 | N/A |
| William M Wilson | TRUSTEE | $0 | $0 | N/A |
Total Giving
$926K
Total Assets
$9.7M
Fair Market Value
$19.1M
Net Worth
$9.7M
Grants Paid
$912K
Contributions
N/A
Net Investment Income
$1.1M
Distribution Amount
$891K
Total Grants
5
Total Giving
$4.2M
Average Grant
$849K
Median Grant
$912K
Unique Recipients
1
Most Common Grant
$925K
of 2023 grantees were first-time recipients
| Recipient | Location | Amount | Year |
|---|---|---|---|
| Montgomery Bell AcademyGENERAL USE WITH SPECIAL ATTENTION TO LIBRARY | Nashville, TN | $912K | 2023 |
UNION CITY, TN
CHATTANOOGA, TN
NASHVILLE, TN