John & Ann Watson Educational Trust

DALLAS, TX EIN: 01-6033309

John & Ann Watson Educational Trust is a private foundation, based in DALLAS, TX. IRS filing data is available from 2021 through 2024. As of 2024, the organization holds $478K in total assets. In 2024, it awarded 5 grants totaling $25K. Net investment income was $13K.

Financial Overview

From 2024 IRS Form 990-PF · View filing

Total Assets

$478K

+0.1% YoY

Annual Giving

$25K

-9.1% YoY

Grant Count

+25.0% YoY

Avg Grant Size

$5K

-27.3% YoY

Under IRS private-foundation payout rules, John & Ann Watson Educational Trust reported a distributable amount of $28K for 2024 — the minimum it must pay out in qualifying distributions.

About John & Ann Watson Educational Trust

Based on IRS filings

Ready to take the next step with John & Ann Watson Educational Trust?

Assess fit for your org Draft an LOI Find open RFPs

Geographic Focus

Where this funder awards grants

Grant Distribution by State

Maine $48K (50%)

Pennsylvania $25K (26%)

Florida $23K (24%)

States

Florida Maine Pennsylvania

Cities

CarlisleDaytona BeachOronoPortlandPresque IsleSouth PortlandStandishWellsWinter Park

Financial History

Multi-year comparison from IRS filings

Revenue

Expenses

Qualifying Distributions

Net Investment Income

Metric	2024	2023	2022
Total Assets	$478,147	$477,567	$507,680
Revenue	$18,734	$-3,188	$98,264
Expenses	$32,576	$36,933	$30,537
Qualifying Distributions	$28,607	$30,936	$25,832
Net Investment Income	$13,461	$7,215	$93,501
Distributable Amount	$27,502	$25,867	$27,765

Giving Over Time

Total grant dollars and number of grants per year

Grant Insights

How this funder distributes its grants

Top Recipients

Top 5 recipients in 2024

Grant Size Distribution

16 grants across all recorded years

Giving History

Grant recipients and amounts by year

Among its reported 2024 grants, the largest include Dickinson College ($10,000), Embry-riddle Aeronautical Univ ($6,000), The University of Southern Maine ($3,000).

Recipient	Purpose	Amount
THE UNIVERSITY OF SOUTHERN MAINE PORTLAND, ME	SCHOLARSHIPS	$3,000
YORK COUNTY COMMUNITY COLLEGE WELLS, ME	SCHOLARSHIPS	$3,000
EMBRY-RIDDLE AERONAUTICAL UNIV DAYTONA BEACH, FL	SCHOLARSHIPS	$6,000
ROLLINS COLLEGE Winter Park, FL	SCHOLARSHIPS	$3,000
DICKINSON COLLEGE CARLISLE, PA	SCHOLARSHIPS	$10,000

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	$4,288

Frequently Asked Questions

How large is John & Ann Watson Educational Trust?

As of 2024, John & Ann Watson Educational Trust holds $478K in total assets with $19K in annual revenue. It awarded 5 grants totaling $25K in 2024.

Where does John & Ann Watson Educational Trust operate?

John & Ann Watson Educational Trust has awarded grants in Florida, Maine, Pennsylvania.

What size grants does John & Ann Watson Educational Trust award?

In 2024, John & Ann Watson Educational Trust awarded 5 grants totaling $25K — an average of about $5K per grant, based on its IRS Form 990 filings.

How much is John & Ann Watson Educational Trust required to give away each year?

Private foundations must generally distribute about 5% of their assets annually. For 2024, John & Ann Watson Educational Trust reported a distributable amount of $28K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.

What is John & Ann Watson Educational Trust's EIN?

John & Ann Watson Educational Trust's EIN (Employer Identification Number) is 01-6033309. IRS Form 990 filing data is available on this page for 2021–2024.