Emma Loyd Eaton Charitable Trust

Private foundation · Grantmaker Dallas, TX EIN: 75-2822069

Emma Loyd Eaton Charitable Trust is a private foundation, based in Dallas, TX. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $301K in total assets. In 2024, it awarded 4 grants totaling $10K. Net investment income was $380.

Key facts about Emma Loyd Eaton Charitable Trust

In short: Emma Loyd Eaton Charitable Trust gave $10K across 4 grants in 2024 (avg $2K), mostly in Texas. Source: 2024 IRS Form 990-PF.

EIN
75-2822069
Latest 990 filing
Form 990-PF, 2024
Annual giving (2024)
$9,500
Grants made (2024)
4
Average grant
$2,375
Median grant
$2,000
Total assets
$300,867
Primary geography
Texas (79% of itemized 2024 grant dollars)

Data from IRS Form 990-PF, 2024; updated September 2026.

Financial Overview

From 2024 IRS Form 990-PF · View filing

Total Assets

$301K

+0.1% YoY

Annual Giving

$10K

+58.3% YoY

Grant Count

4

+0.0% YoY

Avg Grant Size

$2K

+58.3% YoY

Under IRS private-foundation payout rules, Emma Loyd Eaton Charitable Trust reported a distributable amount of $16K for 2024 — the minimum it must pay out in qualifying distributions.

How Emma Loyd Eaton Charitable Trust gives

  • Giving grew 27% from 2021 to 2024. Method
  • In 2024 it paid out 60% of its IRS minimum distribution (the 5% rule). Foundations have until the end of the next year to meet it. Method

From the foundation's IRS Form 990-PF filings. Methodology.

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Geographic Focus

Where this funder awards grants

Grant Distribution by State

2states

Share of 2024 grant dollars across all 4 itemized grants.

Cities

DallasHuntsvilleCharlotte

Giving Over Time

Total grant dollars and number of grants per year

$0$2.5K$5K$7.5K$10K1 grant2020 3 grants2021 4 grants2022 4 grants2023 4 grants2024

From 2020 to 2024, annual grant giving ranged from $6K (2023) to $10K (2024). In 2024 it made 4 grants totaling $10K.

Grant Insights

How this funder distributes its grants

Top Recipients

Top 4 recipients in 2024

Ronald McDonald House: $4KRonald McDonald House$4KHuntsville Public Library Friends: $2KHuntsville Public LibraryFriends$2KBaylor Scott & White Medical Foundation: $2KBaylor Scott & White MedicalFoundation$2KBilly Graham Association: $2KBilly Graham Association$2K

The largest 2024 recipient was Ronald McDonald House ($4K). Together the top 4 received $10K.

Grant Size Distribution

16 grants across all recorded years

16<$50K$50–100K$100–250K$250–500K$500K–1M$1–5M$5M+

The most common grant size was under $50K: 16 grants of 16 (100%).

Giving History

Grant recipients and amounts by year

RecipientPurposeAmount
Ronald McDonald House Dallas, TXAnnual Fund$3,500
Huntsville Public Library Friends Huntsville, TXGeneral Operations$2,000
Baylor Scott & White Medical Foundation Dallas, TXMemory Care$2,000
Billy Graham Association Charlotte, NCRapid Response Team$2,000

Financial History

Multi-year comparison from IRS filings

Revenue
Expenses
Qualifying Distributions
Net Investment Income
$0$50K$100K$150K$200K2020 2021 2022 2023 2024
Metric202420232022
Total Assets$300,867$300,550$307,708
Revenue$14,683$7,718$155,439
Expenses$16,365$14,875$13,591
Qualifying Distributions$9,500$6,000$8,000
Net Investment Income$380—$138,820
Distributable Amount$15,803$14,831$12,985

Data update history

When this profile's IRS filing data changed on Grantable

  1. IRS filings on file for fiscal years 2020–2024

Leadership & Key People

Officers and directors from IRS filings

Emma Loyd Eaton Charitable Trust is led by Kirk Jockel, Trustee on every filing since 2020 — the only officer listed, and compensated.

Officers on the 2024 filing

  • Kirk Jockel

    Trustee

    On filings since 2020

    1 hr/week

    $1K (2020) → $4K (2024)

Data from IRS Form 990 filings, 2020–2024. "On filings since" is the earliest filing we hold that lists the person; hours are average hours per week as reported.

Compensation Overview

From 2024 IRS filing

Kirk Jockel — Trustee: $4KKirk JockelTrustee$4K

The highest reported compensation on the 2024 filing was $4K, to Kirk Jockel (Trustee).

Frequently asked questions about Emma Loyd Eaton Charitable Trust

How much does Emma Loyd Eaton Charitable Trust give each year?

Emma Loyd Eaton Charitable Trust gave $10K across 4 grants in 2024, according to its 2024 IRS Form 990-PF. In 2023 it gave $6K across 4 grants.

What is Emma Loyd Eaton Charitable Trust's typical grant size?

Emma Loyd Eaton Charitable Trust's median grant in 2024 was $2,000, and its average grant was $2,375, across 4 grants on its 2024 IRS Form 990-PF.

Where does Emma Loyd Eaton Charitable Trust give grants?

Emma Loyd Eaton Charitable Trust gives mostly in Texas: 79% of the grant dollars itemized on its 2024 IRS Form 990-PF went to recipients there. The next largest state was North Carolina (21%). The most frequent recipient cities were Dallas, TX (2 grants).

Does Emma Loyd Eaton Charitable Trust give general operating support?

Yes: 50% of Emma Loyd Eaton Charitable Trust's 2024 grants with a stated purpose (2 of 4) were for general or operating support, per its 2024 IRS Form 990-PF.

How large is Emma Loyd Eaton Charitable Trust?

Emma Loyd Eaton Charitable Trust reported $301K in total assets on its 2024 IRS Form 990-PF. It paid out $10K in qualifying distributions that year, against a required minimum of $16K (roughly 5% of its investment assets). Falling short in one year is not a violation: foundations have until the end of the next year to meet the minimum.

What is Emma Loyd Eaton Charitable Trust's EIN?

Emma Loyd Eaton Charitable Trust's EIN (Employer Identification Number) is 75-2822069. IRS Form 990 filing data is available on this page for 2020–2024.

Data last updated September 2026. Sourced from IRS Form 990-PF filings.

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