W a Harwi Testamentary Trust

DALLAS, TX EIN: 48-6154436

W a Harwi Testamentary Trust is a private foundation, based in DALLAS, TX. IRS filing data is available from 2021 through 2025. As of 2025, the organization holds $6.0M in total assets. In 2025, it awarded 4 grants totaling $309K. Net investment income was $626K.

Financial Overview

From 2025 IRS Form 990-PF · View filing

Total Assets

$6.0M

+4.4% YoY

Annual Giving

$309K

+288.0% YoY

Grant Count

4

+100.0% YoY

Avg Grant Size

$77K

+94.0% YoY

Under IRS private-foundation payout rules, W a Harwi Testamentary Trust reported a distributable amount of $356K for 2025 — the minimum it must pay out in qualifying distributions.

About W a Harwi Testamentary Trust

Based on IRS filings

W a Harwi Testamentary Trust is a private foundation, based in DALLAS, TX. IRS filing data is available from 2021 through 2025. As of 2025, the organization holds $6.0M in total assets. In 2025, it awarded 4 grants totaling $309K. Net investment income was $626K.

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Geographic Focus

Where this funder awards grants

Grant Distribution by State

1states

States

Cities

AtchisonHighland

Financial History

Multi-year comparison from IRS filings

Revenue
Expenses
Qualifying Distributions
Net Investment Income
$0$296K$591K$887K$1M20212022202320242025
Metric202520242023
Total Assets$6,011,732$5,758,524$5,472,010
Revenue$670,061$203,471$-15,627
Expenses$387,746$134,377$280,135
Qualifying Distributions$337,502$98,045$237,092
Net Investment Income$626,192$166,936$95,623
Distributable Amount$356,470$326,492$291,348

Giving Over Time

Total grant dollars and number of grants per year

$0$94K$188K$282K$376K1 grants20211 grants20221 grants20232 grants20244 grants2025

Grant Insights

How this funder distributes its grants

Top Recipients

Top 4 recipients in 2025

AMBERWELL ATCHISON ASSOC…$130KATCHISON COMMUNITY HEALT…$115KHIGHLAND COMMUNITY COLLE…$60KATCHISON AREA COMMUNITY …$4K

Grant Size Distribution

9 grants across all recorded years

3<$50K1$50–100K3$100–250K2$250–500K$500K–1M$1–5M$5M+

Giving History

Grant recipients and amounts by year

Among its reported 2025 grants, the largest include Amberwell Atchison Association ($130,000), Atchison Community Health Clinic ($115,000), Highland Community College Foundation ($60,000).

RecipientPurposeAmount
HIGHLAND COMMUNITY COLLEGE FOUNDATION HIGHLAND, KSSIMULATION LAB EQUIPMENT$60,000
ATCHISON COMMUNITY HEALTH CLINIC ATCHISON, KSSUPPORT SMILES @ SCHOOL$115,000
ATCHISON AREA COMMUNITY FOUNDATION ATCHISON, KSAMERICA 250 IN ATCHISON$3,500
AMBERWELL ATCHISON ASSOCIATION ATCHISON, KSATCHISON SENIOR VILLAGE$130,000

Leadership & Key People

Officers and directors from IRS filings

Compensation Overview

From 2025 IRS filing

BANK OF AMERICATRUSTEE$49K

From 2025 filing

NameTitleHoursCompensation
BANK OF AMERICATRUSTEE1$48,560

Frequently Asked Questions

How large is W a Harwi Testamentary Trust?

As of 2025, W a Harwi Testamentary Trust holds $6.0M in total assets with $670K in annual revenue. It awarded 4 grants totaling $309K in 2025.

Where does W a Harwi Testamentary Trust operate?

W a Harwi Testamentary Trust has awarded grants in Kansas.

What size grants does W a Harwi Testamentary Trust award?

In 2025, W a Harwi Testamentary Trust awarded 4 grants totaling $309K — an average of about $77K per grant, based on its IRS Form 990 filings.

How much is W a Harwi Testamentary Trust required to give away each year?

Private foundations must generally distribute about 5% of their assets annually. For 2025, W a Harwi Testamentary Trust reported a distributable amount of $356K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.

What is W a Harwi Testamentary Trust's EIN?

W a Harwi Testamentary Trust's EIN (Employer Identification Number) is 48-6154436. IRS Form 990 filing data is available on this page for 2021–2025.

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Related Funders

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

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