Walter W & Kathleen Ward Scholarship Trust

SANTA ROSA, CA EIN: 68-0264134

Walter W & Kathleen Ward Scholarship Trust is a private foundation, based in SANTA ROSA, CA. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $441K in total assets. In 2024, it awarded 1 grants totaling $49K. Net investment income was $26K.

Financial Overview

From 2024 IRS Form 990-PF · View filing

Total Assets

$441K

-5.7% YoY

Annual Giving

$49K

+9.9% YoY

Grant Count

+0.0% YoY

Avg Grant Size

$49K

+9.9% YoY

Under IRS private-foundation payout rules, Walter W & Kathleen Ward Scholarship Trust reported a distributable amount of $35K for 2024 — the minimum it must pay out in qualifying distributions.

About Walter W & Kathleen Ward Scholarship Trust

Based on IRS filings

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Geographic Focus

Where this funder awards grants

Grant Distribution by State

California $247K (100%)

States

California

Cities

Santa Rosa

Financial History

Multi-year comparison from IRS filings

Revenue

Expenses

Qualifying Distributions

Net Investment Income

Metric	2024	2023	2022
Total Assets	$440,776	$467,594	$483,457
Revenue	$34,634	$38,216	$63,155
Expenses	$61,392	$53,957	$63,020
Qualifying Distributions	$49,794	$45,321	$53,975
Net Investment Income	$25,996	$30,378	$54,811
Distributable Amount	$34,762	$69,237	$33,051

Giving Over Time

Total grant dollars and number of grants per year

Grant Insights

How this funder distributes its grants

Top Recipients

Top 1 recipients in 2024

Grant Size Distribution

5 grants across all recorded years

Giving History

Grant recipients and amounts by year

Among its reported 2024 grants, the largest include Srjc Foundation Attn ($48,868).

Recipient	Purpose	Amount
SRJC FOUNDATION ATTN SANTA ROSA, CA	SCHOLARSHIPS	$48,868

Leadership & Key People

Officers and directors from IRS filings

Compensation Overview

From 2024 IRS filing

From 2024 filing

Name	Title	Hours	Compensation
EXCHANGE BANK	CORP TRUSTEE	1	$8,749

Frequently Asked Questions

How large is Walter W & Kathleen Ward Scholarship Trust?

As of 2024, Walter W & Kathleen Ward Scholarship Trust holds $441K in total assets with $35K in annual revenue. It awarded 1 grants totaling $49K in 2024.

Where does Walter W & Kathleen Ward Scholarship Trust operate?

Walter W & Kathleen Ward Scholarship Trust has awarded grants in California.

What size grants does Walter W & Kathleen Ward Scholarship Trust award?

In 2024, Walter W & Kathleen Ward Scholarship Trust awarded 1 grants totaling $49K — an average of about $49K per grant, based on its IRS Form 990 filings.

How much is Walter W & Kathleen Ward Scholarship Trust required to give away each year?

Private foundations must generally distribute about 5% of their assets annually. For 2024, Walter W & Kathleen Ward Scholarship Trust reported a distributable amount of $35K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.

What is Walter W & Kathleen Ward Scholarship Trust's EIN?

Walter W & Kathleen Ward Scholarship Trust's EIN (Employer Identification Number) is 68-0264134. IRS Form 990 filing data is available on this page for 2020–2024.