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Also known as: CHARITABLE TRUST
Edmund J & Estelle D Walker Charitable Trust is a private trust based in VENICE, FL. The foundation received its IRS ruling in 2009. The principal officer is % Michael D Willis LLC. It holds total assets of $13.6M. Annual income is reported at $867K. The foundation operates in the area of philanthropy & grantmaking. According to available records, Edmund J & Estelle D Walker Charitable Trust has made 30 grants totaling $2.7M, with a median grant of $20K. Annual giving has grown from $791K in 2021 to $1.9M in 2022. Individual grants have ranged from $8K to $619K, with an average award of $90K. The foundation has supported 16 unique organizations. The foundation primarily supports organizations in Wisconsin, Minnesota, Missouri, which account for 83% of all grants. Grantmaking reaches organizations across 6 states. Contributions to this foundation are tax-deductible.
Edmund J & Estelle D Walker Charitable Trust primarily funds organizations in the area of philanthropy & grantmaking. Based on available records, the foundation has funded 30 grants. Its grantmaking reaches organizations primarily in WI, MN, MO.
Edmund J & Estelle D Walker Charitable Trust has distributed a total of $2.7M across 30 grants. The median grant size is $20K, with an average of $90K. Individual grants have ranged from $8K to $619K.
Edmund J & Estelle D Walker Charitable Trust typically selects its grantees rather than accepting unsolicited proposals.
Edmund J & Estelle D Walker Charitable Trust is headquartered in VENICE, FL. While based in FL, the foundation distributes grants to organizations across 6 states.
| Name | Title | Compensation | Benefits | Total |
|---|---|---|---|---|
| Michael D Willis | TRUSTEE | $1K | $0 | $1K |
| Lori Schulz | TRUSTEE | $0 | $0 | $0 |
| Marcus Schulz | TRUSTEE | $0 | $0 | $0 |
| Craig Robbins | TRUSTEE | $0 | $0 | $0 |
Total Giving
$1.1M
Total Assets
$14.3M
Fair Market Value
$21.4M
Net Worth
$14.3M
Grants Paid
$993K
Contributions
$0
Net Investment Income
$2.4M
Distribution Amount
$1M
Total: $11.5M
Total Grants
30
Total Giving
$2.7M
Average Grant
$90K
Median Grant
$20K
Unique Recipients
16
Most Common Grant
$10K
of 2022 grantees were first-time recipients
| Recipient | Location | Amount | Year |
|---|---|---|---|
| Paul'S PantryUNRESTRICTED | Green Bay, WI | $619K | 2022 |
| Wisconsin Medical Society FoundationUNRESTRICTED | Madison, WI | $159K | 2022 |
| Emanuel Lutheran ChurchUNRESTRICTED | New London, WI | $100K | 2022 |
| Martin Luther CollegeUNRESTRICTED | New Ulm, MN | $25K | 2022 |
| Optimist International (Green Bay)UNRESTRICTED | St Louis, MO | $15K | 2022 |
WEST PALM BCH, FL
WEST PALM BCH, FL
POMPANO BEACH, FL
| 2018 | 990PF | View |
| 2017 | 990PF | View |
| 2016 | 990PF | View |
| Wounded Warriors In Action FoundationUNRESTRICTED |
| Apollo Beach, FL |
| $10K |
| 2022 |
| NeighborworksUNRESTRICTED | Green Bay, WI | $10K | 2022 |
| On The Mark Dyslexia ClinicUNRESTRICTED | Green Bay, WI | $10K | 2022 |
| Land O Lakes Area ArtistsUNRESTRICTED | Land O Lakes, WI | $8K | 2022 |
| Risen Savior Lutheran ChurchUNRESTRICTED | Mcfarland, WI | $25K | 2021 |
| Wounded Warriors ProjectUNRESTRICTED | Chicago, IL | $25K | 2021 |
| Boy Scouts Of AmericaUNRESTRICTED | Appleton, WI | $25K | 2021 |
| Wounded WarriorsUNRESTRICTED | Chicago, IL | $15K | 2021 |
| St John'S ShelterUNRESTRICTED | Green Bay, WI | $15K | 2021 |
| Smile TrainUNRESTRICTED | New York, NY | $15K | 2021 |
| Habitat For HumanityUNRESTRICTEDUNRESTRICTED | Green Bay, WI | $10K | 2021 |
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