William Wilcox Charitable Trust

Birmingham, AL
Tax-exempt since Sept. 2001
EIN: 59-7169510

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Type of Nonprofit

Designated as a 501(c)(3) Organizations for any of the following purposes: religious, educational, charitable, scientific, literary, testing for public safety, fostering national or international amateur sports competition (as long as it doesn't provide athletic facilities or equipment), or the prevention of cruelty to children or animals.

Revenue

$75k (2024)

Expenses

$45.5k (2024)

Total Assets

$1.3M (2024)

Total Liabilities

$0 (2024)

Source: Form 990 tax filings from 2011 to 2024

Tax Filings by Year

Form 990 is an information return that most organizations claiming federal tax-exempt status must file yearly with the IRS. Nonprofit Explorer has IRS digitized Form 990 data for filings processed in 2012 and later. If this organization filed an amended return, it may not be reflected below. Duplicate download links may indicate a resubmission or amendment to this organization's original return. Form 990 data is from the IRS.

Fiscal Year Ending Dec.
2024

Revenue

$75,004

Expenses

$45,478

Net Income

$29,526

Net Assets

$1,300,484

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$33,940	45.3%
Sales of Assets	$40,824	54.4%
Other Income	$240	0.3%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$28,119	61.8%
Compensation of Officers*	$20,470	45.0%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$1,300,484
Total Liabilities	$0
Net Assets	$1,300,484

Compensation

Key Employees and Officers	Compensation	Other
Regions Bank (Trustee)	$20,470	$0

990-PF

Filed on May 13, 2025

Primary tax return for a private foundation's activities, finances, and governance

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Fiscal Year Ending Dec.
2023

Revenue

$43,628

Expenses

$43,461

Net Income

$167

Net Assets

$1,271,642

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$33,658	77.1%
Sales of Assets	$9,970	22.9%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$39,049	89.8%
Compensation of Officers*	$18,555	42.7%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$1,271,642
Total Liabilities	$0
Net Assets	$1,271,642

Compensation

Key Employees and Officers	Compensation	Other
Regions Bank Wealth Management Martha Evans Vice President (Trustee)	$18,555	$0

990-PF

Filed on May 7, 2024

Primary tax return for a private foundation's activities, finances, and governance

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Fiscal Year Ending Dec.
2022

Revenue

$30,610

Expenses

$92,268

Net Income

-$61,658

Net Assets

$1,270,344

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$28,630	93.5%
Sales of Assets	$1,980	6.5%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$87,067	94.4%
Compensation of Officers*	$19,160	20.8%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$1,270,344
Total Liabilities	$0
Net Assets	$1,270,344

Compensation

Key Employees and Officers	Compensation	Other
Martha Evans Vice President Regions Bank Private Wealth Mgmnt (Trustee)	$0	$0

990-PF

Filed on May 4, 2023

Primary tax return for a private foundation's activities, finances, and governance

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Fiscal Year Ending Dec.
2021

Revenue

$247,730

Expenses

$96,498

Net Income

$151,232

Net Assets

$1,332,002

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$7,745	3.1%
Dividends	$24,260	9.8%
Sales of Assets	$215,725	87.1%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$89,238	92.5%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$1,332,002
Total Liabilities	$0
Net Assets	$1,332,002

Compensation

Key Employees and Officers	Compensation	Other
Christopher Cambridge Vp Regions Private Wealth Management (Trustee)	$0	$0

990-PF

Filed on April 26, 2022

Primary tax return for a private foundation's activities, finances, and governance

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Fiscal Year Ending Dec.
2020

Revenue

$271,170

Expenses

$90,997

Net Income

$180,173

Net Assets

$1,180,769

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$10,382	3.8%
Dividends	$19,549	7.2%
Sales of Assets	$241,239	89.0%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$89,588	98.5%
Compensation of Officers*	$17,839	19.6%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$1,180,770
Total Liabilities	$1
Net Assets	$1,180,769

Compensation

Key Employees and Officers	Compensation	Other
Christopher Cambridge Vp Regions Private Wealth Management (Trustee)	$0	$0

990-PF

Filed on May 11, 2021

Primary tax return for a private foundation's activities, finances, and governance

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XML

Fiscal Year Ending Dec.
2019

Revenue

$121,179

Expenses

$88,280

Net Income

$32,899

Net Assets

$1,000,596

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$10,028	8.3%
Dividends	$20,099	16.6%
Sales of Assets	$90,750	74.9%
Other Income	$302	0.2%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$82,712	93.7%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$1,000,597
Total Liabilities	$1
Net Assets	$1,000,596

Compensation

Key Employees and Officers	Compensation	Other
Richard L Farruggion Trust Associate Regions Private Wealth Management (Trustee)	$0	$0

990-PF

Filed on July 7, 2020

Primary tax return for a private foundation's activities, finances, and governance

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Fiscal Year Ending Dec.
2018

Revenue

$140,444

Expenses

$104,529

Net Income

$35,915

Net Assets

$967,698

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$30,983	22.1%
Sales of Assets	$109,461	77.9%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$99,499	95.2%
Compensation of Officers*	$17,236	16.5%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$967,698
Total Liabilities	$0
Net Assets	$967,698

Compensation

Key Employees and Officers	Compensation	Other
Regions Private Wealth Mgmnt (Trustee)	$17,236	$0

990-PF

Filed on May 6, 2019

Primary tax return for a private foundation's activities, finances, and governance

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Fiscal Year Ending Dec.
2017

Revenue

$41,735

Expenses

$83,163

Net Income

-$41,428

Net Assets

$931,783

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$28,838	69.1%
Sales of Assets	$12,897	30.9%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$78,176	94.0%
Compensation of Officers*	$17,248	20.7%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$931,783
Total Liabilities	$0
Net Assets	$931,783

Compensation

Key Employees and Officers	Compensation	Other
Regions Bank Wealth Management (Trustee)	$17,248	$0

990-PF

Filed on April 25, 2018

Primary tax return for a private foundation's activities, finances, and governance

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Fiscal Year Ending Dec.
2016

Revenue

$38,935

Expenses

$85,404

Net Income

-$46,469

Net Assets

$973,211

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$26,768	68.8%
Sales of Assets	$12,167	31.2%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$80,025	93.7%
Compensation of Officers*	$17,086	20.0%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$973,211
Total Liabilities	$0
Net Assets	$973,211

Compensation

Key Employees and Officers	Compensation	Other
Regions Bank Trust Department (Trustee)	$17,086	$0

990-PF

Filed on April 20, 2017

Primary tax return for a private foundation's activities, finances, and governance

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Fiscal Year Ending Dec.
2015

Revenue

$63,029

Expenses

$84,908

Net Income

-$21,879

Net Assets

$1,019,680

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$29,644	47.0%
Sales of Assets	$33,385	53.0%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$79,673	93.8%
Compensation of Officers*	$17,634	20.8%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$1,019,680
Total Liabilities	$0
Net Assets	$1,019,680

Compensation

Key Employees and Officers	Compensation	Other
Regions Bank Trust Department (Trustee)	$17,634	$0

990-PF

Filed on April 18, 2016

Primary tax return for a private foundation's activities, finances, and governance

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Fiscal Year Ending Dec.
2014

Revenue

$56,341

Expenses

$40,322

Net Income

$16,019

Net Assets

$1,041,559

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$29,941	53.1%
Sales of Assets	$26,400	46.9%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$35,217	87.3%
Compensation of Officers*	$17,623	43.7%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$1,041,559
Total Liabilities	$0
Net Assets	$1,041,559

Compensation

Key Employees and Officers	Compensation	Other
Regions Bank Trust Department (Trustee)	$17,623	$0

990-PF

Filed on April 24, 2015

Primary tax return for a private foundation's activities, finances, and governance

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Fiscal Year Ending Dec.
2013

Revenue

$50,354

Expenses

$89,524

Net Income

-$39,170

Net Assets

$1,025,540

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$30,563	60.7%
Sales of Assets	$19,791	39.3%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$84,907	94.8%
Compensation of Officers*	$15,865	17.7%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$1,025,540
Total Liabilities	$0
Net Assets	$1,025,540

Compensation

Key Employees and Officers	Compensation	Other
Regions Bank Trust Department (Trustee)	$15,865	$0

990-PF

Filed on April 15, 2014

Primary tax return for a private foundation's activities, finances, and governance

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Fiscal Year Ending Dec.
2012

Revenue

$38,794

Expenses

$82,691

Net Income

-$43,897

Net Assets

$1,064,710

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$26,223	67.6%
Sales of Assets	$12,571	32.4%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$78,268	94.7%
Compensation of Officers*	$15,211	18.4%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$1,064,710
Total Liabilities	$0
Net Assets	$1,064,710

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

Fiscal Year Ending Dec.
2011

Revenue

$26,165

Expenses

$125,431

Net Income

-$99,266

Net Assets

$1,108,607

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$23,848	91.1%
Sales of Assets	$2,317	8.9%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$120,898	96.4%
Compensation of Officers*	$15,797	12.6%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$1,108,607
Total Liabilities	$0
Net Assets	$1,108,607

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

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William Wilcox Charitable Trust

Organization summary

Type of Nonprofit

Summary charts: organization finances over time

Revenue $75k (2024)

Expenses $45.5k (2024)

Total Assets $1.3M (2024)

Total Liabilities $0 (2024)

Tax Filings by Year

Fiscal Year Ending Dec. 2024

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2023

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2022

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2021

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2020

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2019

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2018

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2017

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2016

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2015

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2014

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2013

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

Revenue

$75k (2024)

Expenses

$45.5k (2024)

Total Assets

$1.3M (2024)

Total Liabilities

$0 (2024)

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2024

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