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.
Key facts about WS & Ec Jones Testamentary Trust
In short: WS & Ec Jones Testamentary Trust gave $6.1M across 26 grants in 2025 (avg $235K), mostly in Kansas. 52% of 2025 grantees were new. Source: 2025 IRS Form 990-PF.
- EIN
- 48-0674648
- Latest 990 filing
- Form 990-PF, 2025
- Annual giving (2025)
- $6,099,071
- Grants made (2025)
- 26
- Average grant
- $234,580
- Median grant
- $92,500
- New grantees (estimate)
- 52% first-time grantees (13 of 25, 2025)
- Total assets
- $59,439,379
- Primary geography
- Kansas (100% of itemized 2025 grant dollars)
- How to apply
- Applications are submitted online using the application and guidelines. Full details ↓
- Deadline
- Applications are accepted on a rolling basis and must be received by March 20, June 20, September 20, or December 20…
Data from IRS Form 990-PF, 2025; updated September 2026. New grantees are estimated by matching recipient names across years (methodology). Application details from Grantable's research on the foundation's public materials; confirm on its website before applying.
Financial Overview
From 2025 IRS Form 990-PF · View filing
Total Assets
$59.4M
+0.2% YoY
Annual Giving
$6.1M
-18.0% YoY
Grant Count
26
+0.0% YoY
Avg Grant Size
$235K
-18.0% YoY
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.
Is WS & Ec Jones Testamentary Trust open to new grantees?
52%
first-time grantees, 2025
In 2025, 13 of 25 grantees (52%) were first-time recipients. First grants averaged $134K; repeat grants $363K. How we count
Medians: $60K first-time, $120K repeat.
- 44% 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.
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**.
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.
Open Grants
1 open opportunity from WS & Ec Jones Testamentary Trust
Ready to take the next step with WS & Ec Jones Testamentary Trust?
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
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.
Grant Insights
How this funder distributes its grants
Top Recipients
Top 10 recipients in 2025
The largest 2025 recipient was Emporia State University Foundation ($1.8M across 2 grants). Together the top 10 received $5.4M.
Grant Size Distribution
126 grants across all recorded years
The most common grant size was under $50K: 55 grants of 126 (44%).
Giving History
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| Walter S & Evan C Jones Foundation Emporia, KS | Charitable Medical Grants | $1,425,000 |
| Emporia State University Foundation Emporia, KS | Support Nursing & Student | $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 |
Financial History
Multi-year comparison from IRS filings
| Filing year | Assets | Revenue | Expenses | Grants |
|---|---|---|---|---|
| 2025 | $59,439,379 | $8,676,722 | $7,914,311 | $6,099,071 |
| 2024 | $59,292,965 | $5,726,518 | $9,132,378 | $7,435,576 |
| 2023 | $61,887,641 | $4,569,825 | $6,538,424 | $4,886,543 |
| Metric | 2025 | 2024 | 2023 |
|---|---|---|---|
| Total Assets | $59,439,379 | $59,292,965 | $61,887,641 |
| Revenue | $8,676,722 | $5,726,518 | $4,569,825 |
| Expenses | $7,914,311 | $9,132,378 | $6,538,424 |
| Qualifying Distributions | $6,703,747 | $8,022,065 | $5,378,071 |
| Net Investment Income | $7,574,107 | $4,653,067 | $4,338,111 |
| Distributable Amount | $6,987,684 | $6,586,049 | $6,913,575 |
Data update history
When this profile's IRS filing data changed on Grantable
- IRS filings on file for fiscal years 2021–2025
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.
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
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 $134K 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 (11 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 Emporia State University Foundation ($1,750,000 across 2 grants), Walter S & Evan C Jones Foundation ($1,425,000) and Mental Health Ctr of East Central Kansas ($507,573), according to its 2025 IRS Form 990-PF. Together they received 60% 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 September 2026. Sourced from IRS Form 990-PF filings. Research dossier generated September 2026.
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