Mary June Wall Charitable Trust

Private foundation · Grantmaker Tazewell, VA EIN: 81-4661577

Mary June Wall Charitable Trust is a private foundation, based in Tazewell, VA. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $5.7M in total assets. In 2024, it awarded 6 grants totaling $420K. Net investment income was $205K.

Key facts about Mary June Wall Charitable Trust

In short: Mary June Wall Charitable Trust gave $420K across 6 grants in 2024 (avg $70K), mostly in Virginia. Source: 2024 IRS Form 990-PF.

EIN
81-4661577
Latest 990 filing
Form 990-PF, 2024
Annual giving (2024)
$420,000
Grants made (2024)
6
Average grant
$70,000
Median grant
$70,000
Total assets
$5,688,145
Primary geography
Virginia (67% of itemized 2024 grant dollars)

Data from IRS Form 990-PF, 2024; updated October 2026.

Financial Overview

From 2024 IRS Form 990-PF · View filing

Total Assets

$5.7M

-4.0% YoY

Annual Giving

$420K

+18.3% YoY

Grant Count

6

+50.0% YoY

Avg Grant Size

$70K

-21.1% YoY

Under IRS private-foundation payout rules, Mary June Wall Charitable Trust reported a distributable amount of $417K for 2024 — the minimum it must pay out in qualifying distributions.

How Mary June Wall Charitable Trust gives

  • Giving grew 91% from 2021 to 2024. Method
  • In 2024 it paid out 101% 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

4states

Share of 2024 grant dollars across all 6 itemized grants.

Cities

Chagrin FallsEmoryTazewellGreenevilleGreenvilleBluefieldDuffieldMiddlefield

Giving Over Time

Total grant dollars and number of grants per year

$0$200K$400K$600K1 grant2020 4 grants2021 4 grants2022 4 grants2023 6 grants2024

From 2020 to 2024, annual grant giving ranged from $5K (2020) to $420K (2024). In 2024 it made 6 grants totaling $420K.

Grant Insights

How this funder distributes its grants

Top Recipients

Top 6 recipients in 2024

A Hope and Future Ministry: $125KA Hope and Future Ministry$125KHolston United Methodist Home For Children Inc: $70KHolston United Methodist HomeFor Children Inc$70KEmory & Henry College: $70KEmory & Henry College$70KHopewell: $70KHopewell$70KOutside Dreams Inc: $70KOutside Dreams Inc$70KAppalachian Sustainable Development: $15KAppalachian SustainableDevelopment$15K

The largest 2024 recipient was A Hope and Future Ministry ($125K). Together the top 6 received $420K.

Grant Size Distribution

19 grants across all recorded years

3<$50K13$50–100K3$100–250K$250–500K$500K–1M$1–5M$5M+

The most common grant size was in the $50–100K range: 13 grants of 19 (68%).

Giving History

Grant recipients and amounts by year

RecipientPurposeAmount
A Hope and Future Ministry Tazewell, VAGeneral Operating Support$125,000
Holston United Methodist Home For Children Inc Greenville, TNGeneral Operating Support$70,000
Emory & Henry College Emory, VAGeneral Operating Support$70,000
Hopewell Middlefield, OHGeneral Operating Support$70,000
Outside Dreams Inc Tazewell, VAGeneral Operating Support$70,000
Appalachian Sustainable Development Duffield, VAGeneral Operating Support$15,000

Financial History

Multi-year comparison from IRS filings

Revenue
Expenses
Qualifying Distributions
Net Investment Income
$0$2M$4M$6M2020 2021 2022 2023 2024
Metric202420232022
Total Assets$5,688,145$5,924,818$5,953,756
Revenue$262,300$436,119$1,619,711
Expenses$500,975$465,058$377,276
Qualifying Distributions$420,000$355,000$285,000
Net Investment Income$205,223$189,401$118,853
Distributable Amount$417,075$416,511$357,875

Data update history

When this profile's IRS filing data changed on Grantable

  1. IRS filings on file for fiscal years 2020–2024

Leadership & Key People

Officers and directors from IRS filings

Mary June Wall Charitable Trust is led by Joseph M Bowen, Trustee on every filing since 2020 — the only officer listed, and compensated.

Officers on the 2024 filing

  • Joseph M Bowen

    Trustee

    On filings since 2020

    1 hr/week

    $26K (2021) → $20K (2024)

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.

Compensation Overview

From 2024 IRS filing

Joseph M Bowen — Trustee: $20KJoseph M BowenTrustee$20K

The highest reported compensation on the 2024 filing was $20K, to Joseph M Bowen (Trustee).

Frequently asked questions about Mary June Wall Charitable Trust

How much does Mary June Wall Charitable Trust give each year?

Mary June Wall Charitable Trust gave $420K across 6 grants in 2024, according to its 2024 IRS Form 990-PF. In 2023 it gave $355K across 4 grants.

What is Mary June Wall Charitable Trust's typical grant size?

Mary June Wall Charitable Trust's median grant in 2024 was $70,000, and its average grant was $70,000, across 6 grants on its 2024 IRS Form 990-PF.

Where does Mary June Wall Charitable Trust give grants?

Mary June Wall Charitable Trust gives mostly in Virginia: 67% of the grant dollars itemized on its 2024 IRS Form 990-PF went to recipients there. The next largest states were Tennessee (17%) and Ohio (17%). The most frequent recipient cities were Tazewell, VA (2 grants).

Does Mary June Wall Charitable Trust give general operating support?

Yes: 100% of Mary June Wall Charitable Trust's 2024 grants with a stated purpose (6 of 6) were for general or operating support, per its 2024 IRS Form 990-PF.

Who are Mary June Wall Charitable Trust's largest grantees?

Mary June Wall Charitable Trust's largest 2024 grantees include A Hope and Future Ministry ($125,000), Holston United Methodist Home For Children Inc ($70,000) and Emory & Henry College ($70,000), according to its 2024 IRS Form 990-PF. Together they received 63% of its itemized 2024 grant dollars.

How large is Mary June Wall Charitable Trust?

Mary June Wall Charitable Trust reported $5.7M in total assets on its 2024 IRS Form 990-PF. It paid out $420K in qualifying distributions that year, against a required minimum of $417K (roughly 5% of its investment assets).

What is Mary June Wall Charitable Trust's EIN?

Mary June Wall Charitable Trust's EIN (Employer Identification Number) is 81-4661577. IRS Form 990 filing data is available on this page for 2020–2024.

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

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