Tuw Erma Walton Educational Tr
Tuw Erma Walton Educational Tr is a private foundation, based in Dallas, TX. IRS filing data is available from 2024 through 2025. As of 2025, the organization holds $3.2M in total assets. In 2025, it awarded 3 grants totaling $77K. Net investment income was $197K.
Tuw Erma Walton Educational Tr at a glance
In short: Tuw Erma Walton Educational Tr gave $77K across 3 grants in 2025 (avg $26K), mostly in California. Source: 2025 IRS Form 990-PF.
- Annual giving (2025)
- $77,346
- -43.2% vs 2024
- Grants made (2025)
- 3
- +0.0% vs 2024
- Average grant
- $25,782
- -43.2% vs 2024
- Median grant
- $25,782
- Total assets
- $3,236,899
- +3.2% vs 2024
- Primary geography
- California (100% of itemized 2025 grant dollars)
- Latest 990 filing
- Form 990-PF, 2025 View filing
Data from IRS Form 990-PF, 2025; updated September 2026.
Who Tuw Erma Walton Educational Tr funds
How this funder distributes its grants
Top Recipients
Top 3 recipients in 2025
The largest 2025 recipient was Claremont McKenna College ($26K). Together the top 3 received $77K.
Grant Size Distribution
6 grants across all recorded years
The most common grant size was under $50K: 6 grants of 6 (100%).
Geographic Focus
Where this funder awards grants
Grant Distribution by State
Share of 2025 grant dollars across all 3 itemized grants.
States
Cities
How Tuw Erma Walton Educational Tr gives
- In 2025 it paid out 45% of its IRS minimum distribution (the 5% rule). Foundations have until the end of the next year to meet it. Method
From the foundation's IRS Form 990-PF filings. Methodology.
Giving History
Giving Over Time
Total grant dollars and number of grants per year
From 2024 to 2025, annual grant giving ranged from $77K (2025) to $136K (2024). In 2025 it made 3 grants totaling $77K.
Grants by year
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| Claremont McKenna College Claremont, CA | Scholarships | $25,782 |
| Pomona College Claremont, CA | Scholarships | $25,782 |
| Occidental College Los Angeles, CA | Scholarships | $25,782 |
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Financial History
Multi-year comparison from IRS filings
| Filing year | Total Assets | Revenue | Expenses | Grants paid | Grants | Qualifying Distributions | Net Investment Income | Distributable Amount |
|---|---|---|---|---|---|---|---|---|
| 2025 | $3,236,899 | $248,434 | $147,072 | $77,346 | 3 | $103,271 | $197,017 | $227,159 |
| 2024 | $3,135,481 | $4,415,771 | $190,068 | $136,086 | 3 | $156,861 | $121,365 | $184,425 |
Under IRS private-foundation payout rules, Tuw Erma Walton Educational Tr reported a distributable amount of $227K for 2025 — the minimum it must pay out in qualifying distributions.
Leadership & Key People
Officers and directors from IRS filings
Tuw Erma Walton Educational Tr's only listed officer is Bankk Of America N A, Co-Trustee on every filing since 2024 (compensated).
Officers on the 2025 filing
Bankk Of America N A
Co-Trustee
On filings since 2024
1 hr/week
$52K (2024) → $65K (2025)
Data from IRS Form 990 filings, 2024–2025. "On filings since" is the earliest filing we hold that lists the person; hours are average hours per week as reported.
Compensation Overview
From 2025 IRS filing
The highest reported compensation on the 2025 filing was $65K, to Bankk of America N a (Co-Trustee).
Frequently asked questions about Tuw Erma Walton Educational Tr
How much does Tuw Erma Walton Educational Tr give each year?
Tuw Erma Walton Educational Tr gave $77K across 3 grants in 2025, according to its 2025 IRS Form 990-PF. In 2024 it gave $136K across 3 grants.
What is Tuw Erma Walton Educational Tr's typical grant size?
Tuw Erma Walton Educational Tr's median grant in 2025 was $25,782, and its average grant was $25,782, across 3 grants on its 2025 IRS Form 990-PF.
Where does Tuw Erma Walton Educational Tr give grants?
Tuw Erma Walton Educational Tr gives mostly in California: 100% of the grant dollars itemized on its 2025 IRS Form 990-PF went to recipients there. The most frequent recipient cities were Claremont, CA (2 grants).
Does Tuw Erma Walton Educational Tr give general operating support?
Not in 2025: none of the 3 grants with a stated purpose on Tuw Erma Walton Educational Tr's 2025 IRS Form 990-PF were described as general or operating support. Recurring purposes include "Scholarships" (3 grants).
How large is Tuw Erma Walton Educational Tr?
Tuw Erma Walton Educational Tr reported $3.2M in total assets on its 2025 IRS Form 990-PF. It paid out $103K in qualifying distributions that year, against a required minimum of $227K (roughly 5% of its investment assets). Falling short in one year is not a violation: foundations have until the end of the next year to meet the minimum.
What is Tuw Erma Walton Educational Tr's EIN?
Tuw Erma Walton Educational Tr's EIN (Employer Identification Number) is 30-6741438. IRS Form 990 filing data is available on this page for 2024–2025.
Data last updated September 2026. Sourced from IRS Form 990-PF filings.
Data update history
(2)
When this profile's IRS filing data changed on Grantable
- Added Form 990-PF for fiscal year 2024 (received by the IRS November 3, 2025)
- Added Form 990-PF for fiscal year 2025 (received by the IRS May 7, 2026)
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