Ha& Lm Walsh Tr-scholarship

DALLAS, TX EIN: 05-6107149

Ha& Lm Walsh Tr-scholarship is a private foundation focused on Education, based in DALLAS, TX. IRS filing data is available from 2020 through 2023. In 2023, it awarded 9 grants totaling $241K. Net investment income was $27K.

Financial Overview

From 2023 IRS Form 990-PF · View filing

Total Assets

—

-100.0% YoY

Annual Giving

$241K

+2042.8% YoY

Grant Count

+50.0% YoY

Avg Grant Size

$27K

+1328.5% YoY

Under IRS private-foundation payout rules, Ha& Lm Walsh Tr-scholarship reported a distributable amount of $12K for 2023 — the minimum it must pay out in qualifying distributions.

About Ha& Lm Walsh Tr-scholarship

Based on IRS filings

Focus Areas

Education

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Geographic Focus

Where this funder awards grants

Grant Distribution by State

Rhode Island $248K (90%)

Massachusetts $13K (5%)

New York $13K (5%)

Delaware $250 (0%)

Florida $250 (0%)

North Carolina $250 (0%)

Ohio $250 (0%)

Pennsylvania $250 (0%)

States

Delaware Florida Massachusetts North Carolina New York Ohio Pennsylvania Rhode Island

Cities

AkronBostonCharlotteCoral GablesKingstonNew YorkNewarkPhiladelphiaProvidenceWakefieldWarwickWest Nyack

Financial History

Multi-year comparison from IRS filings

Revenue

Expenses

Qualifying Distributions

Net Investment Income

Metric	2023	2022	2021
Total Assets	—	$241,807	$274,360
Revenue	$30,175	$-4,614	$60,942
Expenses	$252,726	$27,947	$19,444
Qualifying Distributions	$249,566	$23,128	$15,488
Net Investment Income	$26,724	$1,713	$56,837
Distributable Amount	$12,270	$13,396	$15,130

Giving Over Time

Total grant dollars and number of grants per year

Grant Insights

How this funder distributes its grants

Top Recipients

Top 9 recipients in 2023

Grant Size Distribution

27 grants across all recorded years

Giving History

Grant recipients and amounts by year

Among its reported 2023 grants, the largest include The Rhode Island Foundation ($232,313), Joslin Diabetes Center ($2,500), South County Hospital ($2,500).

Recipient	Purpose	Amount
UNIVERSITY OF RHODE ISLAND KINGSTON, RI	SCHOLARSHIPS	$250
COMMUNITY COLLEGE OF RHODE ISLAND WARWICK, RI	SCHOLARSHIPS	$250
UNIVERSITY OF DELAWARE NEWARK, DE	SCHOLARSHIP	$250
BROWN UNIVERSITY PROVIDENCE, RI	SCHOLARSHIP	$250
UNIVERSITY OF MIAMI CORAL GABLES, FL	SCHOLARSHIP	$250
THE RHODE ISLAND FOUNDATION PROVIDENCE, RI	UNRESTRICTED GENERAL	$232,313
JOSLIN DIABETES CENTER BOSTON, MA	UNRESTRICTED GENERAL	$2,500
SOUTH COUNTY HOSPITAL WAKEFIELD, RI	UNRESTRICTED GENERAL	$2,500
THE SALVATION ARMY WEST NYACK, NY	UNRESTRICTED GENERAL	$2,500

Leadership & Key People

Officers and directors from IRS filings

Compensation Overview

From 2023 IRS filing

From 2023 filing

Name	Title	Hours	Compensation
BANK OF AMERICA	TRUSTEE	1	$1,778

Subject Areas

Focus areas based on grantmaking activity

Education

Frequently Asked Questions

What is Ha& Lm Walsh Tr-scholarship?

Ha& Lm Walsh Tr-scholarship is a private foundation focused on Education, based in DALLAS, TX. It holds — in total assets as of 2023.

Where does Ha& Lm Walsh Tr-scholarship operate?

Ha& Lm Walsh Tr-scholarship has awarded grants in Delaware, Florida, Massachusetts, North Carolina, New York, Ohio, Pennsylvania, Rhode Island.

What size grants does Ha& Lm Walsh Tr-scholarship award?

In 2023, Ha& Lm Walsh Tr-scholarship awarded 9 grants totaling $241K — an average of about $27K per grant, based on its IRS Form 990 filings.

How much is Ha& Lm Walsh Tr-scholarship required to give away each year?

Private foundations must generally distribute about 5% of their assets annually. For 2023, Ha& Lm Walsh Tr-scholarship reported a distributable amount of $12K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.