WS & Ec Jones Testamentary Trust
The WS & EC Jones Testamentary Trust is a private foundation based in Dallas, Texas. Established in 1961, it supports educational and medical initiatives for people in Lyon, Coffey, and Osage counties in Kansas, and also funds human services and community development projects.
WS & Ec Jones Testamentary Trust at a glance
In short: WS & Ec Jones Testamentary Trust gave $6.1M across 26 grants in 2025 (avg $235K), mostly in Kansas. 46% of 2025 grantees were new. Source: 2025 IRS Form 990-PF.
- Annual giving (2025)
- $6,099,071
- -18.0% vs 2024
- Grants made (2025)
- 26
- +0.0% vs 2024
- Average grant
- $234,580
- -18.0% vs 2024
- Median grant
- $92,500
- Total assets
- $59,439,379
- +0.2% vs 2024
- New grantees (estimate)
- 46% first-time grantees (12 of 26, 2025)
- Primary geography
- Kansas (100% of itemized 2025 grant dollars)
- Latest 990 filing
- Form 990-PF, 2025 View filing
Data from IRS Form 990-PF, 2025; updated October 2026. New grantees are estimated by matching recipient names across years (methodology).
How to apply to WS & Ec Jones Testamentary Trust
- How to Apply
-
Applications are submitted online using the application and guidelines. The trust does not restrict giving to preselected organizations. Awards are restricted to cities, towns, or other governmental subdivisions in Lyon, Coffey, or Osage counties for improvements to recreational or governmental services for the public.
- Review Cycle
- Applications are accepted on a rolling basis and must be received by March 20, June 20, September 20, or December 20 for consideration at the next grant meeting.
- Deadline
- Applications are accepted on a rolling basis and must be received by March 20, June 20, September 20, or December 20…
- Contact
Application contact: Anthony Twyman - Bank Of America N
Mailing address: PO Box 219119, Kansas City, MO 64121-9119
Phone: (816) 292-4342
Email: mo.grantmaking@bofa.com
Application details from Grantable's research on the foundation's public materials; confirm on its website before applying.
Open Grants
1 open opportunity from WS & Ec Jones Testamentary Trust
Who WS & Ec Jones Testamentary Trust funds
How this funder distributes its grants
Top Recipients
Top 10 recipients in 2025
The largest 2025 recipient was Walter S & Evan C Jones Foundation ($1.4M). Together the top 10 received $4.2M.
Organizations only. It also paid 1 grant to individuals ($1,250,000), which are not listed by name.
Grant Size Distribution
126 grants across all recorded years
The most common grant size was under $50K: 55 grants of 126 (44%).
Geographic Focus
Where this funder awards grants
The trust’s stated educational and medical purpose covers Lyon, Coffey, and Osage counties in Kansas. Its 2025 itemized grants all went to recipients in Kansas.
Grant Distribution by State
Share of 2025 grant dollars across all 26 itemized grants.
Cities
Is WS & Ec Jones Testamentary Trust open to new grantees?
46%
first-time grantees, 2025
In 2025, 12 of 26 grantees (46%) were first-time recipients. First grants averaged $103K; repeat grants $347K. How we count
Medians: $55K first-time, $140K repeat.
- 46% of 2025 grantees were also funded in 2024. Method
- Giving held roughly steady from 2022 to 2025 (−1%). Method
- In 2025 it paid out 96% of its IRS minimum distribution (the 5% rule). Foundations have until the end of the next year to meet it. Method
Estimate from itemized grant lists in IRS Form 990-PF filings (2021–2025). Recipient names are matched across years, so a renamed or misspelled grantee can look new; grants to individuals are left out. Methodology.
Giving History
Giving Over Time
Total grant dollars and number of grants per year
From 2021 to 2025, annual grant giving ranged from $4.9M (2023) to $7.4M (2024). In 2025 it made 26 grants totaling $6.1M.
Grants by year
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| Walter S & Evan C Jones Foundation Emporia, KS | Charitable Medical Grants | $1,425,000 |
| 1 grant to individuals Recipients not named | — | $1,250,000 |
| Mental Health Ctr of East Central Kansas Emporia, KS | Breaking Ground, Breaking | $507,573 |
| Flint Hills Technical College Foundation Emporia, KS | Advanced Manufacturing | $500,000 |
| Emporia State University Foundation Emporia, KS | Mobilizing Literacy IN | $500,000 |
| Plumb Place Emporia, KS | Support 100 Years Campaign | $333,333 |
| City of Olpe Community Development Olpe, KS | Ople Fitness Park - | $250,000 |
| Northeast Kansas Library Foundation Lawrence, KS | Community Room Addition, | $200,000 |
| City of Burlingame Burlingame, KS | Pool Improvements (Part 3) | $166,667 |
| City of Scranton Scranton, KS | Community Center & Park | $150,000 |
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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 | $59,439,379 | $8,676,722 | $7,914,311 | $6,099,071 | 26 | $6,703,747 | $7,574,107 | $6,987,684 |
| 2024 | $59,292,965 | $5,726,518 | $9,132,378 | $7,435,576 | 26 | $8,022,065 | $4,653,067 | $6,586,049 |
| 2023 | $61,887,641 | $4,569,825 | $6,538,424 | $4,886,543 | 28 | $5,378,071 | $4,338,111 | $6,913,575 |
| 2022 | $63,158,301 | $11,519,606 | $7,772,806 | $6,142,435 | 25 | $6,619,676 | $10,520,433 | $6,516,565 |
| 2021 | $63,911,412 | $8,318,117 | $7,354,369 | $5,936,602 | 21 | — | $7,343,425 | $6,416,147 |
Under IRS private-foundation payout rules, WS & Ec Jones Testamentary Trust reported a distributable amount of $7.0M for 2025 — the minimum it must pay out in qualifying distributions.
Research compiled by Grantable AI from public sources. Last updated September 2026.
Mission & Focus Areas
The trust was established to provide educational and medical support to people residing in Lyon, Coffey, and Osage counties. Its grant information also describes support for human services and community development.
Its grantees include educational institutions and community-serving organizations. Emporia State University Foundation describes its mission as raising and managing philanthropic resources to advance the university’s mission. Flint Hills Technical College Foundation says it assists students through scholarships and supports educational opportunities leading to employment and continuous learning. Plumb Place Inc. describes its mission as assisting women in need through safe, affordable housing and opportunities for success.
Grantmaking
In 2025, the trust gave $6,099,071 through 26 grants. Grants ranged from $5,000 to $1,425,000, with a median grant of $92,500.
Notable 2025 grants included $1,425,000 to Walter S & Evan C Jones Foundation for charitable medical grants; $1,250,000 to Emporia State University Foundation for nursing and student support; $507,573 to Mental Health Center of East Central Kansas; and $500,000 each to Flint Hills Technical College Foundation for advanced manufacturing and Emporia State University Foundation for literacy. Other large grants included $333,333 to Plumb Place for its 100 Years campaign and $250,000 to City of Olpe Community Development for a fitness park.
Leadership & Key People
Leadership team and compensation from IRS filings
The 2025 filing lists Bank of America as trustee. Gregory A. Bachman, Jeffry J. Larson, Cheryl Mussatto, and Megan Anna Evans are listed as advisory committee members.
WS & Ec Jones Testamentary Trust's 2025 filing lists 5 officers; all 5 officers listed in 2025 are compensated.
Officers on the 2025 filing
Bank Of America
Trustee
On filings since 2022
1 hr/week
$682K (2022) → $632K (2025)
Gregory A. Bachman
Adv Committee
On filings since 2021
1 hr/week
$1K (2021) → $1K (2025)
Jeffry J. Larson
Adv Committee
On filings since 2021
1 hr/week
$1K (2021) → $1K (2025)
Cheryl Mussatto
Adv Committee
On filings since 2022
1 hr/week
$700 (2022) → $1K (2025)
Megan Anna Evans
Adv Committee
On filings since 2022
1 hr/week
$500 (2022) → $1K (2025)
Former officers (3)
- Former: Thomas D. Thomas (2021–2023) — Adv Committee
- Former: Max Stewart Jr. (2021–2022) — Adv Committee
- Former: Bank Of America N A (2021) — Trustee
Data from IRS Form 990 filings, 2021–2025. "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 $632K, to Bank of America (Trustee). 5 officers or directors reported compensation on that filing.
Frequently asked questions about WS & Ec Jones Testamentary Trust
How much does WS & Ec Jones Testamentary Trust give each year?
WS & Ec Jones Testamentary Trust gave $6.1M across 26 grants in 2025, according to its 2025 IRS Form 990-PF. In 2024 it gave $7.4M across 26 grants.
What is WS & Ec Jones Testamentary Trust's typical grant size?
WS & Ec Jones Testamentary Trust's median grant in 2025 was $92,500, and its average grant was $234,580, across 26 grants on its 2025 IRS Form 990-PF. Organizations receiving their first grant from WS & Ec Jones Testamentary Trust that year got $103K on average.
Where does WS & Ec Jones Testamentary Trust give grants?
WS & Ec Jones Testamentary Trust gives mostly in Kansas: 100% of the grant dollars itemized on its 2025 IRS Form 990-PF went to recipients there. The most frequent recipient cities were Emporia, KS (10 grants) and Wichita, KS (2 grants).
Does WS & Ec Jones Testamentary Trust give general operating support?
Yes: 15% of WS & Ec Jones Testamentary Trust's 2025 grants with a stated purpose (4 of 26) were for general or operating support, per its 2025 IRS Form 990-PF.
Who are WS & Ec Jones Testamentary Trust's largest grantees?
WS & Ec Jones Testamentary Trust's largest 2025 grantees include Walter S & Evan C Jones Foundation ($1,425,000), Mental Health Ctr of East Central Kansas ($507,573) and Flint Hills Technical College Foundation ($500,000), according to its 2025 IRS Form 990-PF. It also paid 1 grant to individuals ($1,250,000), which are not listed by name. Together they received 40% of its itemized 2025 grant dollars.
How large is WS & Ec Jones Testamentary Trust?
WS & Ec Jones Testamentary Trust reported $59.4M in total assets on its 2025 IRS Form 990-PF. It paid out $6.7M in qualifying distributions that year, against a required minimum of $7.0M (roughly 5% of its investment assets). Falling short in one year is not a violation: foundations have until the end of the next year to meet the minimum.
What does WS & Ec Jones Testamentary Trust fund?
The trust was established to provide educational and medical support to people residing in Lyon, Coffey, and Osage counties. Its grant information also describes support for human services and community development. See mission & focus areas ↑
How do I apply for a grant from WS & Ec Jones Testamentary Trust?
Applications are submitted online using the application and guidelines. Eligibility and process details are in the grantmaking section of this profile. See how to apply ↑
What is WS & Ec Jones Testamentary Trust's EIN?
WS & Ec Jones Testamentary Trust's EIN (Employer Identification Number) is 48-0674648. IRS Form 990 filing data is available on this page for 2021–2025.
Data last updated October 2026. Sourced from IRS Form 990-PF filings. Research dossier generated September 2026.
Data update history
(1)
When this profile's IRS filing data changed on Grantable
- IRS filings on file for fiscal years 2021–2025
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Cite this profile
Grantable. (2026). WS & Ec Jones Testamentary Trust funder profile. GrantGraph. Retrieved October 21, 2026, from https://grantable.co/funders/ws-and-ec-jones-testamentary-trust-morg_238b9bd6b27a4d72a949a0a9a82fd302
BibTeX
@misc{grantable_480674648_2026,
author = {{Grantable}},
title = {{WS \& Ec Jones Testamentary Trust funder profile}},
howpublished = {GrantGraph},
year = {2026},
url = {https://grantable.co/funders/ws-and-ec-jones-testamentary-trust-morg_238b9bd6b27a4d72a949a0a9a82fd302},
note = {Accessed 2026-10-21. Data licensed CC BY 4.0}
}The figures on this page are open data under CC BY 4.0: reuse them with credit to Grantable and a link. Download the data.
Figures come from WS & Ec Jones Testamentary Trust's IRS filings (methodology). AI-written summaries, news items and logos are not covered by the open licence. Spot an error? Email hello@grantable.co.
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