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Wikstrom Foundation 40-585500b is a private trust based in DALLAS, TX. The foundation received its IRS ruling in 1961. The principal officer is Fleet Trust Co. It holds total assets of $1.8M. Annual income is reported at $469K. Total assets have grown from $1.4M in 2011 to $1.7M in 2023. The foundation is governed by 1 officer or trustee. Tax records are available from 2020 to 2023. The foundation primarily funds organizations in Florida and New York. According to available records, Wikstrom Foundation 40-585500b has made 21 grants totaling $269K, with a median grant of $10K. Annual giving has decreased from $150K in 2021 to $119K in 2022. Individual grants have ranged from $5K to $30K, with an average award of $13K. The foundation has supported 14 unique organizations. Grants have been distributed to organizations in Florida and New York. Contributions to this foundation are tax-deductible.
Wikstrom Foundation 40-585500b reported 21 individual grants totaling $269,200 between 2021 and 2022 across its IRS Form 990-PF filings, with a median grant of $10,000. Half of those grants fell between $5,000 and $15,000. Its largest single grant in the record was $30,000. Its most recent available filing, for fiscal year 2023, reports $140,984 in total giving.
Grantmaking is concentrated in FL, which received 13 of the 21 grants on record (62 percent). Of its 14 distinct grantees, 50 percent received funding more than once, so repeat relationships are the norm rather than the exception. Its largest institutional recipients were Palm Beach Symphony Society Inc ($55,000), Diocese Of Palm Beach ($44,200) and Skaneateles Festival Inc ($30,000).
Computed from 21 individual grant records (2021–2022) in this foundation's IRS Form 990-PF Part XV filings, reaching 2 states. Source: IRS 990-PF.
Smallest Grant
$5K
Median Grant
$10K
Average Grant
$12K
Largest Grant
$25K
Based on 10 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.
Wikstrom Foundation 40-585500b is a private foundation that provides grants to eligible organizations. Based on available records, the foundation has funded 21 grants. Its grantmaking reaches organizations primarily in FL, NY.
Wikstrom Foundation 40-585500b has distributed a total of $269K across 21 grants. The median grant size is $10K, with an average of $13K. Individual grants have ranged from $5K to $30K.
Charitable purpose.
Wikstrom Foundation 40-585500b is headquartered in DALLAS, TX. While based in TX, the foundation distributes grants to organizations across 2 states.
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| Name | Title | Compensation | Benefits | Total |
|---|---|---|---|---|
| Bank Of America | TRUSTEE | $2K | $0 | $2K |
Total Giving
$141K
Total Assets
$1.7M
Fair Market Value
$1.9M
Net Worth
$1.7M
Grants Paid
$136K
Contributions
N/A
Net Investment Income
$51K
Distribution Amount
$93K
Total Grants
21
Total Giving
$269K
Average Grant
$13K
Median Grant
$10K
Unique Recipients
14
Most Common Grant
$10K
of 2022 grantees were first-time recipients
| Recipient | Location | Amount | Year |
|---|---|---|---|
| Palm Beach Symphony Society IncUNRESTRICTED GENERAL | Palm Beach, FL | $25K | 2022 |
| Diocese Of Palm BeachUNRESTRICTED GENERAL | Palm Beach Gardens, FL | $24K | 2022 |
| Skaneateles Festival IncUNRESTRICTED GENERAL | Skaneateles, NY | $15K | 2022 |
| Palm Beach Police Foundation IncUNRESTRICTED GENERAL | Palm Beach, FL | $10K | 2022 |
| Francis HouseUNRESTRICTED GENERAL | Syracuse, NY | $10K | 2022 |
| Laker Transportation Project IncUNRESTRICTED GENERAL | Skaneatele, NY | $10K | 2022 |
| John D Barrow Art GalleryUNRESTRICTED GENERAL | Skaneateles, NY | $10K | 2022 |
| Catholic Charities Of The DioceseUNRESTRICTED GENERAL | Palm Beach Gardens, FL | $5K | 2022 |
| Rehab Cntr For Children & AdultsUNRESTRICTED GENERAL | Paln Beach, FL | $5K | 2022 |
| One East Sixtieth St FdnUNRESTRICTED GENERAL | New York, NY | $5K | 2022 |
| St Edwards Catholic ChurchUNRESTRICTED GENERAL | Palm Beach, FL | $20K | 2021 |
| Le Moyne CollegeSCHOLARSHIP | Syracuse, NY | $15K | 2021 |
| Palm Beach Opera IncUNRESTRICTED GENERAL | West Palm, FL | $15K | 2021 |
| Palm Beach Round TableUNRESTRICTED GENERAL | West Palm Beach, FL | $10K | 2021 |