Walton Central School Districte 1 Trust U W
Walton Central School Districte 1 Trust U W is a private foundation, based in Oneonta, NY. IRS filing data is available from 2020 through 2025. As of 2025, the organization holds $114K in total assets. In 2025, it awarded 4 grants totaling $6K. Net investment income was $5K.
Walton Central School Districte 1 Trust U W at a glance
In short: Walton Central School Districte 1 Trust U W gave $6K across 4 grants in 2025 (avg $2K), mostly in New York. Source: 2025 IRS Form 990-PF.
- Annual giving (2025)
- $6,000
- +33.3% vs 2024
- Grants made (2025)
- 4
- +33.3% vs 2024
- Average grant
- $1,500
- +0.0% vs 2024
- Median grant
- $1,500
- Total assets
- $114,231
- -1.3% vs 2024
- Primary geography
- New York (75% of itemized 2025 grant dollars)
- Latest 990 filing
- Form 990-PF, 2025 View filing
Data from IRS Form 990-PF, 2025; updated October 2026.
Who Walton Central School Districte 1 Trust U W funds
How this funder distributes its grants
Top Recipients
Top 2 recipients in 2025
The largest 2025 recipient was Middlebury College ($2K). Together the top 2 received $3K.
Organizations only. It also paid 2 individual scholarships ($3,000), which are not listed by name.
Grant Size Distribution
17 grants across all recorded years
The most common grant size was under $50K: 17 grants of 17 (100%).
Geographic Focus
Where this funder awards grants
Grant Distribution by State
Share of 2025 grant dollars across all 4 itemized grants.
States
Cities
How Walton Central School Districte 1 Trust U W gives
- Giving grew 33% from 2022 to 2025. Method
- In 2025 it paid out 113% of its IRS minimum distribution (the 5% rule). 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 2020 to 2025, annual grant giving ranged from $5K (2022) to $6K (2025). In 2025 it made 4 grants totaling $6K.
Grants by year
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| Middlebury College Middleburty, VT | Scholarships | $1,500 |
| 2 individual scholarships Recipients not named | — | $3,000 |
| Stony Brook University Stony Brook, NY | Scholarships | $1,500 |
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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 | $114,231 | $6,857 | $8,380 | $6,000 | 4 | $6,806 | $5,325 | $6,014 |
| 2024 | $115,770 | $5,630 | $6,894 | $4,500 | 3 | $5,245 | $4,052 | $5,863 |
| 2023 | $117,037 | $7,689 | $6,736 | $4,500 | 3 | $5,203 | $6,166 | $5,555 |
| 2022 | $116,106 | $2,284 | $6,635 | $4,500 | 3 | $5,067 | $874 | $5,878 |
| 2021 | $120,493 | $14,031 | $6,790 | $6,000 | 4 | $6,000 | $13,235 | $6,565 |
| 2020 | $113,307 | $3,486 | $6,842 | $6,000 | 5 | — | $2,891 | $6,398 |
Under IRS private-foundation payout rules, Walton Central School Districte 1 Trust U W reported a distributable amount of $6K for 2025 — the minimum it must pay out in qualifying distributions.
Leadership & Key People
Officers and directors from IRS filings
Walton Central School Districte 1 Trust U W's only listed officer is Community Bank NA, Trustee on every filing since 2022 (compensated).
Officers on the 2025 filing
Community Bank NA
Trustee
On filings since 2022
1 hr/week
$958 (2022) → $2K (2025)
Former officers (1)
- Former: Wayne Bank Wealth Mgmt (2020–2021) — Trustee
Data from IRS Form 990 filings, 2020–2025. "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 $2K, to Community Bank NA (Trustee).
Frequently asked questions about Walton Central School Districte 1 Trust U W
How much does Walton Central School Districte 1 Trust U W give each year?
Walton Central School Districte 1 Trust U W gave $6K across 4 grants in 2025, according to its 2025 IRS Form 990-PF. In 2024 it gave $5K across 3 grants.
What is Walton Central School Districte 1 Trust U W's typical grant size?
Walton Central School Districte 1 Trust U W's median grant in 2025 was $1,500, and its average grant was $1,500, across 4 grants on its 2025 IRS Form 990-PF.
Where does Walton Central School Districte 1 Trust U W give grants?
Walton Central School Districte 1 Trust U W gives mostly in New York: 75% of the grant dollars itemized on its 2025 IRS Form 990-PF went to recipients there. The next largest state was Vermont (25%).
Does Walton Central School Districte 1 Trust U W give general operating support?
Not in 2025: none of the 4 grants with a stated purpose on Walton Central School Districte 1 Trust U W's 2025 IRS Form 990-PF were described as general or operating support. Recurring purposes include "Scholarships" (4 grants).
How large is Walton Central School Districte 1 Trust U W?
Walton Central School Districte 1 Trust U W reported $114K in total assets on its 2025 IRS Form 990-PF. It paid out $7K in qualifying distributions that year, against a required minimum of $6K (roughly 5% of its investment assets).
What is Walton Central School Districte 1 Trust U W's EIN?
Walton Central School Districte 1 Trust U W's EIN (Employer Identification Number) is 16-6280038. IRS Form 990 filing data is available on this page for 2020–2025.
Data last updated October 2026. Sourced from IRS Form 990-PF filings.
Data update history
(3)
When this profile's IRS filing data changed on Grantable
- Updated Form 990-PF for fiscal year 2020 (received by the IRS May 11, 2021)
- Added Form 990-PF for fiscal year 2025 (received by the IRS May 12, 2026)
- IRS filings on file for fiscal years 2020–2024
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