Walker Family Estate Trust

WYLIE, TX EIN: 82-6788285

Walker Family Estate Trust is a private foundation, based in WYLIE, TX. IRS filing data is available from 2022 through 2024. As of 2024, the organization holds $271K in total assets. In 2024, it awarded 2 grants totaling $6K. Net investment income was $5K.

Financial Overview

From 2024 IRS Form 990-PF · View filing

Total Assets

$271K

-3.1% YoY

Annual Giving

$6K

-99.9% YoY

Grant Count

-50.0% YoY

Avg Grant Size

$3K

-99.7% YoY

Under IRS private-foundation payout rules, Walker Family Estate Trust reported a distributable amount of $14K for 2024 — the minimum it must pay out in qualifying distributions.

About Walker Family Estate Trust

Based on IRS filings

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Geographic Focus

Where this funder awards grants

Grant Distribution by State

Texas $3.2M (75%)

Florida $1.0M (25%)

States

Florida Texas

Cities

HoustonLubbockTampa

Financial History

Multi-year comparison from IRS filings

Revenue

Expenses

Qualifying Distributions

Net Investment Income

Metric	2024	2023	2022
Total Assets	$271,084	$279,715	$4,339,292
Revenue	$10,490	$28,455	$67,128
Expenses	$19,121	$4,217,252	$28,676
Qualifying Distributions	$13,795	$4,214,412	$7,555
Net Investment Income	$5,158	$16,685	$67,235
Distributable Amount	$13,803	$43,758	$19,216

Giving Over Time

Total grant dollars and number of grants per year

Grant Insights

How this funder distributes its grants

Top Recipients

Top 2 recipients in 2024

Grant Size Distribution

6 grants across all recorded years

Giving History

Grant recipients and amounts by year

Among its reported 2024 grants, the largest include Shriners Hospitals for Children ($3,010), St Paul's Methodist Foundation of Houston ($3,010).

Recipient	Purpose	Amount
Shriners Hospitals for Children Tampa, FL	General support	$3,010
St Paul's Methodist Foundation of Houston Houston, TX	General support	$3,010

Leadership & Key People

Officers and directors from IRS filings

Compensation Overview

From 2024 IRS filing

From 2024 filing

Name	Title	Hours	Compensation
Richard A West	Trustee	1	—

Frequently Asked Questions

How large is Walker Family Estate Trust?

As of 2024, Walker Family Estate Trust holds $271K in total assets with $10K in annual revenue. It awarded 2 grants totaling $6K in 2024.

Where does Walker Family Estate Trust operate?

Walker Family Estate Trust has awarded grants in Florida, Texas.

What size grants does Walker Family Estate Trust award?

In 2024, Walker Family Estate Trust awarded 2 grants totaling $6K — an average of about $3K per grant, based on its IRS Form 990 filings.

How much is Walker Family Estate Trust required to give away each year?

Private foundations must generally distribute about 5% of their assets annually. For 2024, Walker Family Estate Trust reported a distributable amount of $14K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.