Walton Central School Districte 1 Trust U W

ONEONTA, NY EIN: 16-6280038

Walton Central School Districte 1 Trust U W is a private foundation, based in ONEONTA, NY. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $116K in total assets. In 2024, it awarded 3 grants totaling $5K. Net investment income was $4K.

Financial Overview

From 2024 IRS Form 990-PF · View filing

Total Assets

$116K

-1.1% YoY

Annual Giving

$5K

+0.0% YoY

Grant Count

+0.0% YoY

Avg Grant Size

$2K

+0.0% YoY

Under IRS private-foundation payout rules, Walton Central School Districte 1 Trust U W reported a distributable amount of $6K for 2024 — the minimum it must pay out in qualifying distributions.

About Walton Central School Districte 1 Trust U W

Based on IRS filings

Ready to take the next step with Walton Central School Districte 1 Trust U W?

Assess fit for your org Draft an LOI Find open RFPs

Geographic Focus

Where this funder awards grants

Grant Distribution by State

New York $17K (65%)

New Jersey $5K (18%)

Vermont $5K (18%)

States

New Jersey New York Vermont

Cities

BingahmtonBinghamtonBrockportCortlandElmiraMiddleburtyOneontaPrinceton

Financial History

Multi-year comparison from IRS filings

Revenue

Expenses

Qualifying Distributions

Net Investment Income

Metric	2024	2023	2022
Total Assets	$115,770	$117,037	$116,106
Revenue	$5,630	$7,689	$2,284
Expenses	$6,894	$6,736	$6,635
Qualifying Distributions	$5,245	$5,203	$5,067
Net Investment Income	$4,052	$6,166	$874
Distributable Amount	$5,863	$5,555	$5,878

Giving Over Time

Total grant dollars and number of grants per year

Grant Insights

How this funder distributes its grants

Top Recipients

Top 3 recipients in 2024

Grant Size Distribution

18 grants across all recorded years

Giving History

Grant recipients and amounts by year

Among its reported 2024 grants, the largest include Middlebury College ($1,500), Suny Brockport ($1,500), Suny Oneonta ($1,500).

Recipient	Purpose	Amount
MIDDLEBURY COLLEGE MIDDLEBURTY, VT	SCHOLARSHIPS	$1,500
SUNY BROCKPORT BROCKPORT, NY	SCHOLARSHIPS	$1,500
SUNY ONEONTA ONEONTA, NY	SCHOLARSHIPS	$1,500

Leadership & Key People

Officers and directors from IRS filings

Compensation Overview

From 2024 IRS filing

No officer/director data available.

Frequently Asked Questions

How large is Walton Central School Districte 1 Trust U W?

As of 2024, Walton Central School Districte 1 Trust U W holds $116K in total assets with $6K in annual revenue. It awarded 3 grants totaling $5K in 2024.

Where does Walton Central School Districte 1 Trust U W operate?

Walton Central School Districte 1 Trust U W has awarded grants in New Jersey, New York, Vermont.

What size grants does Walton Central School Districte 1 Trust U W award?

In 2024, Walton Central School Districte 1 Trust U W awarded 3 grants totaling $5K — an average of about $2K per grant, based on its IRS Form 990 filings.

How much is Walton Central School Districte 1 Trust U W required to give away each year?

Private foundations must generally distribute about 5% of their assets annually. For 2024, Walton Central School Districte 1 Trust U W reported a distributable amount of $6K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.

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 2020–2024.