J a Walker Trust # 2

DALLAS, TX EIN: 75-6006668

J a Walker Trust # 2 is a private foundation, based in DALLAS, TX. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $4.0M in total assets. In 2024, it awarded 1 grants totaling $216K. Net investment income was $389K.

Financial Overview

From 2024 IRS Form 990-PF · View filing

Total Assets

$4.0M

+4.5% YoY

Annual Giving

$216K

+32.5% YoY

Grant Count

+0.0% YoY

Avg Grant Size

$216K

+32.5% YoY

Under IRS private-foundation payout rules, J a Walker Trust # 2 reported a distributable amount of $222K for 2024 — the minimum it must pay out in qualifying distributions.

About J a Walker Trust # 2

Based on IRS filings

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Geographic Focus

Where this funder awards grants

Grant Distribution by State

Texas $1.1M (100%)

States

Texas

Cities

Brownwood

Financial History

Multi-year comparison from IRS filings

Revenue

Expenses

Qualifying Distributions

Net Investment Income

Metric	2024	2023	2022
Total Assets	$3,956,605	$3,787,266	$3,849,733
Revenue	$403,081	$112,379	$-98,956
Expenses	$229,520	$173,435	$270,337
Qualifying Distributions	$218,228	$165,103	$242,095
Net Investment Income	$389,373	$92,342	$69,882
Distributable Amount	$221,751	$201,489	$203,561

Giving Over Time

Total grant dollars and number of grants per year

Grant Insights

How this funder distributes its grants

Top Recipients

Top 1 recipients in 2024

Grant Size Distribution

5 grants across all recorded years

Giving History

Grant recipients and amounts by year

Among its reported 2024 grants, the largest include Howard Payne University ($215,980).

Recipient	Purpose	Amount
HOWARD PAYNE UNIVERSITY BROWNWOOD, TX	UNRESTRICTED GENERAL	$215,980

Leadership & Key People

Officers and directors from IRS filings

Compensation Overview

From 2024 IRS filing

From 2024 filing

Name	Title	Hours	Compensation
BANK OF AMERICA	TRUSTEE	1	$4,820

Frequently Asked Questions

How large is J a Walker Trust # 2?

As of 2024, J a Walker Trust # 2 holds $4.0M in total assets with $403K in annual revenue. It awarded 1 grants totaling $216K in 2024.

Where does J a Walker Trust # 2 operate?

J a Walker Trust # 2 has awarded grants in Texas.

What size grants does J a Walker Trust # 2 award?

In 2024, J a Walker Trust # 2 awarded 1 grants totaling $216K — an average of about $216K per grant, based on its IRS Form 990 filings.

How much is J a Walker Trust # 2 required to give away each year?

Private foundations must generally distribute about 5% of their assets annually. For 2024, J a Walker Trust # 2 reported a distributable amount of $222K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.