James and Ethel Walker Charitable Trust
James and Ethel Walker Charitable Trust is a private foundation, based in Auburndale, MA. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $209K in total assets. In 2024, it awarded 8 grants totaling $19K. Net investment income was $6K.
Key facts about James and Ethel Walker Charitable Trust
In short: James and Ethel Walker Charitable Trust gave $19K across 8 grants in 2024 (avg $2K), mostly in Massachusetts. Source: 2024 IRS Form 990-PF.
- EIN
- 25-6761896
- Latest 990 filing
- Form 990-PF, 2024
- Annual giving (2024)
- $19,000
- Grants made (2024)
- 8
- Average grant
- $2,375
- Median grant
- $2,000
- Total assets
- $209,246
- Primary geography
- Massachusetts (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
$209K
-13.4% YoY
Annual Giving
$19K
-44.9% YoY
Grant Count
8
-33.3% YoY
Avg Grant Size
$2K
-17.4% YoY
Under IRS private-foundation payout rules, James and Ethel Walker Charitable Trust reported a distributable amount of $15K for 2024 — the minimum it must pay out in qualifying distributions.
How James and Ethel Walker Charitable Trust gives
- In 2024 it paid out 126% of its IRS minimum distribution (the 5% rule). 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
Share of 2024 grant dollars across all 8 itemized grants.
Cities
Giving Over Time
Total grant dollars and number of grants per year
From 2020 to 2024, annual grant giving ranged from $8K (2020) to $35K (2022). In 2024 it made 8 grants totaling $19K.
Grant Insights
How this funder distributes its grants
Top Recipients
Top 8 recipients in 2024
The largest 2024 recipient was Wbur ($5K). Together the top 8 received $19K.
Grant Size Distribution
31 grants across all recorded years
The most common grant size was under $50K: 31 grants of 31 (100%).
Giving History
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| Wbur Boston, MA | Research | $5,000 |
| Boston Area Gleaners Acton, MA | Research | $2,000 |
| Charles River Watershed Boston, MA | Research | $2,000 |
| Food for Free Somerville, MA | Research | $2,000 |
| Michael J Fox Foundation New York, NY | Research | $2,000 |
| Newton Food Pantry Newton, MA | Research | $2,000 |
| World Kitchen Central Washington, DC | Research | $2,000 |
| Lexfarm Lexington, MA | Research | $2,000 |
Financial History
Multi-year comparison from IRS filings
| Metric | 2024 | 2023 | 2022 |
|---|---|---|---|
| Total Assets | $209,246 | $241,695 | $282,317 |
| Revenue | $-9,856 | $708 | $-6,930 |
| Expenses | $22,593 | $41,330 | $48,377 |
| Qualifying Distributions | $19,000 | $34,500 | $35,000 |
| Net Investment Income | $6,171 | $7,938 | $6,289 |
| Distributable Amount | $15,043 | $15,078 | $17,889 |
Data update history
When this profile's IRS filing data changed on Grantable
- IRS filings on file for fiscal years 2020–2024
Leadership & Key People
Officers and directors from IRS filings
James and Ethel Walker Charitable Trust is led by Paul Kaplan, Trustee on the 2024 filing — the only officer listed, and uncompensated.
Officers on the 2024 filing
Paul Kaplan
Trustee
New on the 2024 filing
1 hr/week
No compensation reported
Former officers (1)
- Former: Jerome Kaplan (2020–2023) — Trustee
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.
Frequently asked questions about James and Ethel Walker Charitable Trust
How much does James and Ethel Walker Charitable Trust give each year?
James and Ethel Walker Charitable Trust gave $19K across 8 grants in 2024, according to its 2024 IRS Form 990-PF. In 2023 it gave $35K across 12 grants.
What is James and Ethel Walker Charitable Trust's typical grant size?
James and Ethel Walker Charitable Trust's median grant in 2024 was $2,000, and its average grant was $2,375, across 8 grants on its 2024 IRS Form 990-PF.
Where does James and Ethel Walker Charitable Trust give grants?
James and Ethel Walker Charitable Trust gives mostly in Massachusetts: 79% of the grant dollars itemized on its 2024 IRS Form 990-PF went to recipients there. The next largest states were New York (11%) and District of Columbia (11%). The most frequent recipient cities were Boston, MA (2 grants).
Does James and Ethel Walker Charitable Trust give general operating support?
Not in 2024: none of the 8 grants with a stated purpose on James and Ethel Walker Charitable Trust's 2024 IRS Form 990-PF were described as general or operating support. Recurring purposes include "Research" (8 grants).
Who are James and Ethel Walker Charitable Trust's largest grantees?
James and Ethel Walker Charitable Trust's largest 2024 grantees include Wbur ($5,000), Boston Area Gleaners ($2,000) and Charles River Watershed ($2,000), according to its 2024 IRS Form 990-PF. Together they received 47% of its itemized 2024 grant dollars.
How large is James and Ethel Walker Charitable Trust?
James and Ethel Walker Charitable Trust reported $209K in total assets on its 2024 IRS Form 990-PF. It paid out $19K in qualifying distributions that year, against a required minimum of $15K (roughly 5% of its investment assets).
What is James and Ethel Walker Charitable Trust's EIN?
James and Ethel Walker Charitable Trust's EIN (Employer Identification Number) is 25-6761896. 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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