Harold B Walker Charitable Tr

DALLAS, TX EIN: 04-6633929

Harold B Walker Charitable Tr is a private foundation focused on Education, based in DALLAS, TX. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $520K in total assets. In 2024, it awarded 7 grants totaling $24K. Net investment income was $48K.

Financial Overview

From 2024 IRS Form 990-PF · View filing

Total Assets

$520K

+1.8% YoY

Annual Giving

$24K

+9.1% YoY

Grant Count

7

+40.0% YoY

Avg Grant Size

$3K

-22.1% YoY

Under IRS private-foundation payout rules, Harold B Walker Charitable Tr reported a distributable amount of $30K for 2024 — the minimum it must pay out in qualifying distributions.

About Harold B Walker Charitable Tr

Based on IRS filings

Harold B Walker Charitable Tr is a private foundation focused on Education, based in DALLAS, TX. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $520K in total assets. In 2024, it awarded 7 grants totaling $24K. Net investment income was $48K.

Focus Areas

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Geographic Focus

Where this funder awards grants

Grant Distribution by State

10states
+2 more states

Cities

AlbanyAmherstBostonChapel HillCollege ParkDavidsonHartfordLaramieLos AngelesNewarkNorth AndoverSee AttachedWashingtonWestminsterWorcester

Financial History

Multi-year comparison from IRS filings

Revenue
Expenses
Qualifying Distributions
Net Investment Income
$0$33K$66K$98K$131K20202021202220232024
Metric202420232022
Total Assets$519,931$510,977$523,290
Revenue$54,095$18,692$-13,895
Expenses$44,604$30,821$39,780
Qualifying Distributions$39,150$26,102$32,274
Net Investment Income$48,379$12,348$5,650
Distributable Amount$29,722$27,427$28,073

Giving Over Time

Total grant dollars and number of grants per year

$0$7K$14K$21K$28K1 grants20201 grants20215 grants20225 grants20237 grants2024

Grant Insights

How this funder distributes its grants

Top Recipients

Top 7 recipients in 2024

WORCESTER STATE UNIVERSITY$6KUMASS AMHERST$6KREGENTS UNIVERSITY OF CA…$3KUNIVERSITY OF HARTFORD$3KBERKLEE COLLEGE OF MUSIC$2KUNIVERSITY OF MARYLAND$2KUNIVERSITY OF DELAWARE$2K

Grant Size Distribution

19 grants across all recorded years

19<$50K$50–100K$100–250K$250–500K$500K–1M$1–5M$5M+

Giving History

Grant recipients and amounts by year

Among its reported 2024 grants, the largest include Worcester State University ($6,000), Umass Amherst ($6,000), Regents University of California ($3,000).

RecipientPurposeAmount
REGENTS UNIVERSITY OF CALIFORNIA LOS ANGELES, CASCHOLARSHIP$3,000
WORCESTER STATE UNIVERSITY WORCESTER, MASCHOLARSHIP$6,000
BERKLEE COLLEGE OF MUSIC BOSTON, MASCHOLARSHIP$2,000
UNIVERSITY OF HARTFORD HARTFORD, CTSCHOLARSHIP$3,000
UNIVERSITY OF MARYLAND COLLEGE PARK, MDSCHOLARSHIP$2,000
UNIVERSITY OF DELAWARE NEWARK, DESCHOLARSHIP$2,000
UMASS AMHERST AMHERST, MASCHOLARSHIP$6,000

Leadership & Key People

Officers and directors from IRS filings

Compensation Overview

From 2024 IRS filing

BANK OF AMERICATRUSTEE$6K

From 2024 filing

NameTitleHoursCompensation
BANK OF AMERICATRUSTEE1$6,022

Subject Areas

Focus areas based on grantmaking activity

Frequently Asked Questions

What is Harold B Walker Charitable Tr?

Harold B Walker Charitable Tr is a private foundation focused on Education, based in DALLAS, TX. It holds $520K in total assets as of 2024.

How large is Harold B Walker Charitable Tr?

As of 2024, Harold B Walker Charitable Tr holds $520K in total assets with $54K in annual revenue. It awarded 7 grants totaling $24K in 2024.

Where does Harold B Walker Charitable Tr operate?

Harold B Walker Charitable Tr has awarded grants in California, Connecticut, District of Columbia, Delaware, Massachusetts, Maryland, North Carolina, New York, Rhode Island, Wyoming.

What size grants does Harold B Walker Charitable Tr award?

In 2024, Harold B Walker Charitable Tr awarded 7 grants totaling $24K — an average of about $3K per grant, based on its IRS Form 990 filings.

How much is Harold B Walker Charitable Tr required to give away each year?

Private foundations must generally distribute about 5% of their assets annually. For 2024, Harold B Walker Charitable Tr reported a distributable amount of $30K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.

What is Harold B Walker Charitable Tr's EIN?

Harold B Walker Charitable Tr's EIN (Employer Identification Number) is 04-6633929. IRS Form 990 filing data is available on this page for 2020–2024.

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

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