R E Lee Wilson SR Trust: FY2020 Nonprofit Profile & Form 990 (EIN 71-6172255)

Revenue by fiscal year
FY2020	$118K
FY2021	$332K
FY2022	$133K
FY2023	$94K
FY2024	$175K
FY2025	$164K

Expenses by fiscal year
FY2020	$208K
FY2021	$204K
FY2022	$254K
FY2023	$193K
FY2024	$204K
FY2025	$213K

Net assets by fiscal year
FY2020	$2.8M
FY2021	$2.9M
FY2022	$2.8M
FY2023	$2.7M
FY2024	$2.7M
FY2025	$2.6M

Is it real?

Yes. Never revoked by the IRS. Latest filing on record: FY2025. IRS ruling in 0000.

IRS Pub. 78 · IRS Auto-Revocation List · IRS Business Master File

Where the money goes

85 cents of each dollar spent went to programs.

85%

15%

Program services 85% · $178K Management & general 15% · $30K

Form 990 Part IX, line 25, columns B–D. Every line is in By the numbers.

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Who runs it and what they're paid

2 people listed on the 990; $22K paid to officers and key staff.

Part VII, Section A · reportable compensation · most recent filed roster (FY2019); the FY2020 filing did not itemize Part VII

Regions Bank Trust Department

Co-Trustee

$21,703Pt VII · Sec A

Arkansas State University

Co-Trustee

$0Pt VII · Sec A

Compensation history total reportable pay by year · 1 named individual · Part VII

Name	FY2025	FY2024	FY2023	FY2022	FY2021	FY2020
Regions Bank Trust Department	$31,513	$30,189	$28,535	$27,555	$24,535	$21,703

Total reportable compensation (Form 990 Part VII column D / Schedule J column E) by filing year, matched by name within this organization. The Schedule J base / bonus / deferred breakdown is not parsed into this dataset.

See R E Lee Wilson SR Trust executive salaries →

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Questions the 990 asks

The form asks each of these directly. These are the filed answers.

Family or business ties among officersPt VI · Ln 2No
Top official's pay set by an independent reviewPt VI · Ln 15aNo

Programs and updates

Invests funds to support educational programs at Arkansas State University.

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Provided by the organization

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3 programs · $178K · in their own filed words · FY2019

01

Program Title

Cash contributions to arkansas state universityto contribute gains from investments to arkansas state university for educational purposes

$178Kprogram expense

02

Not applicable

Pt IX · col B

03

Not applicable

Pt IX · col B

Funders

Who pays for it.

From grant filings on record. Receipts are incomplete: individual donors are never listed.

Grants

Schedule I · this organization's grantmaking

Grants paid · 6 grants · $1.1M · 2019–2024

Arkansas State UniversityFY2024$178,415

Arkansas State UniversityFY2023$170,546

Arkansas State UniversityFY2022$158,952

Arkansas State UniversityFY2021$220,325

Arkansas State UniversityFY2020$170,000

Arkansas State UniversityFY2019$177,746

By the numbers

The FY2020 990, line by line.

Download 990

from philanthropy.org

1The main four

Money inPt VIII

$118K

Ln 12

Investment incomeLn 3$117K

Other incomeLn 4–11$697

Money outPt IX

$208K

Ln 25

Programscol B$178K

Managementcol C$30K

Owns and owesPt X

$2.8M

net assets · Ln 32

Cash and savingsLn 1–2$38K

Total assetsLn 16$2.8M

LiabilitiesLn 26$0

PeoplePt VI, VII

2

listed · VII A

PaidVII A1

Voting boardVI 1a0

IndependentVI 1b0

2In more detail

Revenue in detailPt VIII

Investment incomeLn 3$117K

Other incomeLn 4–11$697

Gains on assetsLn 7$33K

Total revenueLn 12$118K

Assets in detailPt X, end of year

SavingsLn 2$38K

Cash and savings togetherLn 1–2$38K

InvestmentsLn 11–13$2.7M

Total assetsLn 16$2.8M

LiabilitiesLn 26$0

Net assetsLn 32$2.8M

OperationsPt I, VI

EmployeesI 50

VolunteersI 60

Fiscal year endsHeaderNovember

Conflict-of-interest policyVI 12aNo

Whistleblower policyVI 13No

Records policyVI 14No

3Year over year

Balance sheet, start vs end of yearPt X · col A, B

Line	Start FY20	End FY20
Cash and savingsLn 1–2	$46K	$38K
InvestmentsLn 11–13	$2.8M	$2.7M
Total assetsLn 16	$2.9M	$2.8M
LiabilitiesLn 26	$0	$0
Net assetsLn 32	$2.9M	$2.8M

4Every line

Statement of functional expensesPt IX · every line

Line	Total	Programs	Management	Fundraising
Grants to domestic organizationsLn 1	$178K	$178K
Pay of current officers, directors and key staffLn 5	$22K		$22K
Accounting feesLn 11c	$2K		$2K
Investment management feesLn 11f	$5K		$5K
Other fees for servicesLn 11g	$271		$271
InterestLn 20	$94		$94
Other expenses (24a–d)Ln 24	$524		$524
Total functional expensesLn 25	$208K	$178K	$30K	$0

Filing history

Year	Money in	Money out	In minus out	Net assets	Download
FY2025 Latest	$164K	$213K	−$49K	$2.6M	990 PDF
FY2024	$175K	$204K	−$29K	$2.7M	990 PDF
FY2023	$94K	$193K	−$98K	$2.7M	990 PDF
FY2022	$133K	$254K	−$121K	$2.8M	990 PDF
FY2021	$332K	$204K	$128K	$2.9M	990 PDF
FY2020 Viewing	$118K	$208K	−$90K	$2.8M	990 PDF

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Schedules filed Part IV

III · Programs I · Grants R · Related orgs G · Fundraising L · Interested persons A · Public support F · Foreign M · Noncash

See the full FY2020 990 (6 parts)

Part I · Summary $117,813 revenue, 12 lines filed

I-8 Contributions and grantsPrior year $0$0

I-9 Program service revenuePrior year $0$0

I-10 Investment incomePrior year $137,560$117,116

I-11 Other revenuePrior year $340$697

I-12 Total revenuePrior year $137,900$117,813

I-13 Grants and similar amounts paidPrior year $155,148$177,746

I-14 Benefits paid to membersPrior year $0$0

I-15 Salaries and benefitsPrior year $21,461$21,703

I-16a Professional fundraising feesPrior year $0$0

I-17 Other expensesPrior year $9,466$8,624

I-18 Total expensesPrior year $186,075$208,073

I-19 Revenue less expensesPrior year −$48,175−$90,260

Part VI · Governance 4 to look at

VI-1a Voting members of the governing body0

VI-1b Independent voting members0

VI-12a Written conflict of interest policyNo

VI-13 Written whistleblower policyNo

VI-14 Document retention and destruction policyNo

VI-15a Process for setting top official's payNo

VI-2 Family or business relationship among officers or directorsNo

Part VIII · Statement of revenue $117,813 across 4 lines filed

VIII-3 Investment incomeExcluded from tax $83,970$83,970

VIII-7 Net gain or loss on sales of assetsExcluded from tax $33,146$33,146

VIII-11a-d Other revenue, itemized rows (sum of 11a–11d as filed)Excluded from tax $697$697

VIII-12 Total revenueRelated to mission $0 · Unrelated business $0 · Excluded from tax $117,813$117,813

Part IX · Statement of functional expenses $208,073 across 7 lines filed

IX-1 Grants to domestic organizationsPrograms $177,746$177,746

IX-5 Pay of current officers, directors and key staffManagement $21,703$21,703

IX-11c Accounting feesManagement $2,348$2,348

IX-11f Investment management feesManagement $5,387$5,387

IX-11g Other fees for servicesManagement $271$271

IX-20 InterestManagement $94$94

IX-24 Other expenses (24a–d)Management $524$524

IX-25 Total functional expensesPrograms $177,746 · Management $30,327 · Fundraising $0$208,073

Part X · Balance sheet $2,778,226 assets, 6 lines filed

X-2 Savings and temporary cash investmentsStart of year $46,384$37,877

X-12 Other securitiesStart of year $2,822,102$2,740,349

X-16 Total assetsStart of year $2,868,486$2,778,226

X-26 Total liabilitiesStart of year $0$0

X-32 Total net assets or fund balancesStart of year $2,868,486$2,778,226

X-33 Total liabilities and net assetsStart of year $2,868,486$2,778,226

Part XI · Reconciliation of net assets $2,778,226 net assets at year end

XI-1 Total revenue$117,813

XI-2 Total expenses$208,073

XI-3 Revenue less expenses−$90,260

XI-4 Net assets at start of year$2,868,486

XI-9 Other changes in net assets$0

XI-10 Net assets at end of year$2,778,226

Form 990 e-file (XML) FY2020 from the IRS · Classification, formation year and address from the IRS Business Master File

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R E Lee Wilson SR Trust FY2020 filing

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