Anne Potter Wilson Fdn Trust Ua
- Assets
- $8.4m
- Revenue
- $1.5m
- Investments
- $7.7m
- Employees
- 0
- Location
- Dallas, TX
- Founding
- 09/1996
- Data as of
- 12/2021
- EIN
- 62-6306576
Organization Overview
Anne Potter Wilson Fdn Trust Ua is located in Dallas, TX. The organization was established in 1996. According to its NTEE Classification (T20) the organization is classified as: Private Grantmaking Foundations, under the broad grouping of Philanthropy, Voluntarism & Grantmaking Foundations and related organizations. This organization is an independent organization and not affiliated with a larger national or regional group of organizations. Anne Potter Wilson Fdn Trust Ua is a 501(c)(3) and as such, is described as a "Charitable or Religous organization or a private foundation" by the IRS.
For the year ending 12/2021, Anne Potter Wilson Fdn Trust Ua generated $1.5m in total revenue. This organization has experienced exceptional growth, as over the past 4 years, it has increased revenue by an average of 12.1% each year . All expenses for the organization totaled $1.4m during the year ending 12/2021. While expenses have increased by 3.8% per year over the past 4 years. They've been increasing with an increasing level of total revenue. You can explore the organizations financials more deeply in the financial statements section below.
Since 2020, Anne Potter Wilson Fdn Trust Ua has awarded 45 individual grants totaling $2,718,764. If you would like to learn more about the grant giving history of this organization, scroll down to the grant profile section of this page.
Form
990PF
Mission & Program ActivityExcerpts From the 990PF Filing
TAX YEAR
2021
Describe the Organization's Program Activity:
Part 3 - Line 4a
THE SOLE CHARITABLE ACTIVITY OF THIS ORGANIZATION IS THE MAKING OF GRANTS OT QUALIFIED ORGANIZATIONS. NO DIRECT CHARITABLE ACTIVITIES ARE CONDUCTED
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Board, Officers & Key Employees
| Name (title) | Role | Hours | Compensation |
|---|---|---|---|
Bank Of America Trustee | 1 | $78,723 | |
Blair J Wilson Committee Member | 0 | $0 | |
Justin P Wilson Committee Member | 0 | $0 | |
William M Wilson Committee Member | 0 | $0 |
Financial Statements
| Statement of Revenue | |
|---|---|
| Contributions, Gifts, Grants & Similar | $0 |
| Interest on Savings | $0 |
| Dividends & Interest | $784,692 |
| Net Rental Income | $0 |
| Net Gain on Sale of Assets | $695,690 |
| Capital Gain Net Income | $695,690 |
| Net ST Capital Gain | $0 |
| Income Modifications | $0 |
| Profit on Inventory Sales | $0 |
| Other Income | $0 |
| Total Revenue | $1,480,382 |
| Statement of Expenses | |
|---|---|
| Compensation of officers, directors, trustees, etc | $78,723 |
| Other employee salaries and wages | $0 |
| Pension plans, employee benefits | $0 |
| Interest | $0 |
| Taxes | $11,670 |
| Depreciation | $0 |
| Occupancy | $0 |
| Travel, conferences, and meetings | $0 |
| Printing and publications | $0 |
| Other expenses | $226 |
| Total operating and administrative expenses | $91,119 |
| Contributions, gifts, grants paid | $1,349,243 |
| Total expenses and disbursements | $1,440,362 |
| Balance Sheet | |
|---|---|
| Cash—non-interest-bearing | $0 |
| Savings and temporary cash investments | $671,860 |
| Net Accounts receivable | $0 |
| Net Pledges Receivable | $0 |
| Grants receivable | $0 |
| Receivables from Officers, Directors, or Controlling Persons | $0 |
| Net other notes and loans receivable | $0 |
| Inventories for sale or use | $0 |
| Prepaid expenses and deferred charges | $0 |
| Net Investments - land, buildings, equipment | $0 |
| Investments—mortgage loans | $0 |
| Investments—other | $0 |
| Net Land, buildings, and equipment | $0 |
| Other assets | $14,576 |
| Total assets | $8,374,091 |
| Accounts payable and accrued expenses | $0 |
| Grants payable | $0 |
| Deferred revenue | $0 |
| Loans and other payables to any current Officer, Director, or Controlling Person | $0 |
| Mortgages and other notes payable | $0 |
| Other liabilities | $0 |
| Total liabilities | $0 |
Grants Awarded
Over the last fiscal year, Anne Potter Wilson Fdn Trust Ua has awarded $1,349,243 in support to 18 organizations.
| Grant Recipient | Amount |
|---|---|
Arlington, VA PURPOSE: UNRESTRICTED GENERAL | $651,243 |
NAPLES CHILDREN & EDUCATION FDN PURPOSE: UNRESTRICTED GENERAL | $150,000 |
VANDERBILT UNIVERSITY PURPOSE: UNRESTRICTED GENERAL | $114,000 |
Nashville, TN PURPOSE: UNRESTRICTED GENERAL | $50,000 |
KIPP ACADEMY PURPOSE: UNRESTRICTED GENERAL | $50,000 |
Nashville, TN PURPOSE: UNRESTRCTED GENERAL SUPPORT | $50,000 |
Peer Organizations
| Organization Name | Assets | Revenue |
|---|---|---|
Penner Family Foundation Bentonville, AR | $146,107,822 | $15,983,833 |
Scharbauer Foundation Inc Midland, TX | $271,051,602 | $69,061,413 |
Wildcat Foundation Fort Worth, TX | $836,895 | $18,132,970 |
A Earl & Frances E Ziegler Foundation Norman, OK | $1,886,858 | $25,634,422 |
Eugene Mcdermott Foundation Dallas, TX | $220,528,387 | $97,884,779 |
Henderson-Wessendorff Foundation Richmond, TX | $228,160,288 | $17,605,762 |
Walter E Heller Foundation Dallas, TX | $0 | $637,126 |
Carl & Marilynn Thoma Foundation Dallas, TX | $0 | $929,287 |
Beloved In Christ Foundation Austin, TX | $172,986,617 | $3,113,726 |
The Kathryn H Craig Stephen Dudley Heard And Lillie D Heard Memorial Dallas, TX | $1,384 | -$449,918 |
Carroll Petrie Foundation Santa Fe, NM | $306,631,944 | $55,176,464 |
Hamill Foundation Houston, TX | $203,029,849 | $39,782,936 |