Wyman H & Della Whitney Tr Fd B

Overview

Mission

Wyman H & Della Whitney Tr Fd B is a nonprofit based in Dallas, TX. EIN 166374611. FY2025 Form 990-PF reports $128K revenue and $84.3K expenses.

What it reported funding in 2025

The foundation reported 1 grant totaling $59,441. The stated grant purpose was unrestricted general.

Operating model

Revenue model
Investment-supported. 100% of the foundation's positive operating resources came from recurring investment income.
Distribution model
Grant intermediary. The foundation distributed 88% of its reported charitable disbursements as grants.
  • Includes asset-sale income: Asset-sale income is shown separately from recurring resources when classifying the revenue model.

Nonprofit profile at a glance

EIN
166374611
IRS 990-PF coverage
2015–2025
Forms available
Form 990-PF 2025
Headquarters
Dallas, TX, USA
Phone
8888663275
Rating
90
Verdict
STRONG
Rating confidence
Standard

The verdict

STRONG - A large share of available resources goes to charitable grants and the filing identifies who received its grants. The filing reports one or more activities that warrant closer review.

Rating breakdown

  • Grant Deployment: 97
  • Cost Efficiency: 70
  • Transparency: 100
  • Compliance: 98
  • Endowment Health: 70

Detailed rating inputs

Grant Deployment

  • Grant deployment ratio: 97.3%; rating input score 97; 45th percentile among comparable filings

Cost Efficiency

  • Grant expense ratio: 70.5%; rating input score 70; 28th percentile among comparable filings

Transparency

  • Grant recipient disclosure: Yes; rating input score 100

Compliance

  • Part VII-B activity disclosures: 18 of 19 controls in place; rating input score 95
    • Property sale or exchange with a disqualified person: Pass
    • Borrowing from or lending to a disqualified person: Pass
    • Goods, services, or facilities involving a disqualified person: Pass
    • Compensation paid to a disqualified person: Fail
    • Assets transferred to a disqualified person: Pass
    • Payment to a government official: Pass
    • Uncorrected prior self-dealing: Pass
    • Prior-year undistributed income: Pass
    • Excess business holdings: Pass
    • Investments that may jeopardize charitable purposes: Pass
    • Uncorrected prior-year jeopardizing investments: Pass
    • Attempt to influence legislation: Pass
    • Attempt to influence an election: Pass
    • Grants to individuals: Pass
    • Grants to organizations: Pass
    • Spending for a noncharitable purpose: Pass
    • Funds received for a personal-benefit contract: Pass
    • Premiums paid on a personal-benefit contract: Pass
    • Prohibited tax-shelter transaction: Pass
  • Filing consistency checks: 9; rating input score 100

Endowment Health

  • Endowment-health comparison: 19.98; rating input score 70; 70th percentile among comparable filings

Details

  • Where the money goes: Financial trends and filed revenue, expense, asset, and liability detail
  • Grants: 100% of grant recipient detail disclosed
  • Payout: 97.3% grant deployment rate
  • Trustees: Filed trustees detail
  • Self-dealing: 100% of reviewed questions answered “No”
  • Investments: 70th percentile for endowment coverage
  • Consistency: 9 of 9 current checks pass
  • Filing history: 11 annual filings from 2015 to 2025
  • Contacts: How to reach this organization
  • Money network: 2 filed money-flow records
  • Related organizations: Filed and resolved organization relationships.
  • Grant readiness: Federal tax and exclusion status, award history, and grant-maker relationships.