//
Work at this foundation?
Claim this profile to manage it and see interest from grant seekers.
Kathy & Rick Walton Charitable Trust Foundation is a private trust based in WILMINGTON, DE. The foundation received its IRS ruling in 2021. It holds total assets of $2.3M. Annual income is reported at $3M. Total assets have grown from $1.3M in 2019 to $2.2M in 2023. The foundation is governed by 7 officers and trustees. According to its most recent filing, the foundation only makes contributions to preselected charitable organizations. Tax records are available from 2020 to 2023. The foundation primarily funds organizations in Texas, New York and Arizona. According to available records, Kathy & Rick Walton Charitable Trust Foundation has made 87 grants totaling $3.3M, with a median grant of $30K. Annual giving has grown from $84K in 2020 to $1.4M in 2023. Grantmaking activity was highest in 2022 with $1.8M distributed across 42 grants. Individual grants have ranged from $7K to $100K, with an average award of $38K. The foundation has supported 43 unique organizations. The foundation primarily supports organizations in Texas, Arizona, New York, which account for 91% of all grants. Grantmaking reaches organizations across 10 states. Contributions to this foundation are tax-deductible.
Smallest Grant
$7K
Median Grant
$14K
Average Grant
$12K
Largest Grant
$14K
Based on 7 grants from the most recent 990-PF filing.
No program descriptions are available for this foundation. Many private foundations report program activities in their annual 990-PF filings — check the Tax Filings section below for the most recent filing.
Kathy & Rick Walton Charitable Trust Foundation is a private foundation that provides grants to eligible organizations. Based on available records, the foundation has funded 87 grants. Its grantmaking reaches organizations primarily in TX, AZ, NY.
Kathy & Rick Walton Charitable Trust Foundation has distributed a total of $3.3M across 87 grants. The median grant size is $30K, with an average of $38K. Individual grants have ranged from $7K to $100K.
Kathy & Rick Walton Charitable Trust Foundation typically selects its grantees rather than accepting unsolicited proposals.
Kathy & Rick Walton Charitable Trust Foundation is headquartered in WILMINGTON, DE. While based in DE, the foundation distributes grants to organizations across 10 states.
| Name | Title | Compensation | Benefits | Total |
|---|---|---|---|---|
| Charles Schwab Trust Co Of Delaware | DIRECTED TRUSTEE | $13K | $0 | $13K |
| Michael Booker | CO-TRUSTEE | $0 | $0 | N/A |
| Stephen A Mendel | CO-TRUSTEE | $0 | $0 | N/A |
| Kenneth L Richmond | CO-TRUSTEE | $0 | $0 | N/A |
| Cecilia K Walton Aka Kathleen D | CO-TRUSTEE | $0 | $0 | N/A |
| Bryan D Zschiesche | CO-TRUSTEE | $0 | $0 | N/A |
| Richard C Walton | CO-TRUSTEE | $0 | $0 | N/A |
Total Giving
$1.4M
Total Assets
$2.2M
Fair Market Value
$2.7M
Net Worth
$2.2M
Grants Paid
$1.4M
Contributions
N/A
Net Investment Income
$554K
Distribution Amount
$185K
Total: $2.2M
Total Grants
87
Total Giving
$3.3M
Average Grant
$38K
Median Grant
$30K
Unique Recipients
43
Most Common Grant
$30K
of 2023 grantees were first-time recipients
| Recipient | Location | Amount | Year |
|---|---|---|---|
| Montgomery County Womens CenterPROVIDE SAFE SHELTER TO | Conroe, TX | $100K | 2023 |
| Amazing PlaceEMPOWER LIVES DISRUPTED BY | Houston, TX | $60K | 2023 |
| Fort Bend County Womens CenterPROVIDE SERVICES 4 DOMESTIC | Richmond, TX | $50K | 2023 |
| Texas EquusearchSEARCH FOR MISSING PERSONS | Dickinson, TX | $50K | 2023 |
| Wild Animal SanctuaryPROVIDE PERMANENT SANCTUARY | Boyd, TX | $50K | 2023 |
| Katy Christian MinistriesSERVE THE COMMUNITY OF KATY | Katy, TX | $50K | 2023 |
| First Tee Of Greater HoustonEMPOWER KIDS AND TEENS THRU | Houston, TX | $50K | 2023 |
| Pets For The Elderly FoundationPROVIDES COMPANIONSHIP TO | San Tan Alley, AZ | $50K | 2023 |
| Stuff The SleighBENEFIT PEDIATRIC CANCER | Katy, TX | $50K | 2023 |
| Houston Food BankPROVIDE FOOD FOR BETTER | Houston, TX | $50K | 2023 |
| Sunshine Kids FoundationADD QUALITY OF LIFE TO | Houston, TX | $50K | 2023 |
| The Rose (Breast Cancer Center)PROVIDE SCREENING, | Bellaire, TX | $50K | 2023 |
| Interfaith Ministries (Meal On Wheels)MEAL ON WHEELS | Houston, TX | $50K | 2023 |
| Love Fosters HopeINSPIRE HOPE AND HEALING TO | Magnolia, TX | $50K | 2023 |
| The 100 ClubSUPPORT SERVICE ANIMALS | Houston, TX | $50K | 2023 |
| Child AdvocatesVOLUNTEERS SPEAK UP FOR | Houston, TX | $50K | 2023 |
| Childrens Bereavement CenterHELPS KIDS WHOSE PARENTS | San Antonio, TX | $30K | 2023 |
| The Womens Resource Of Greater HoustonHELP WOMEN TO MAKE CHOICES | Houston, TX | $30K | 2023 |
| Luke'S WingsPROVIDES EMERGENCY TRAVEL | Washington, DC | $30K | 2023 |
| Houston SpcaGENERAL SUPPORT | Houston, TX | $30K | 2023 |
| Christian Community Service CenterSERVE POOR, HUNGRY, | Houston, TX | $30K | 2023 |
| Montgomery County Animal ShelterGENERAL SUPPORT | Conroe, TX | $30K | 2023 |
| Sam Houston Area CouncilFRIENDS OF SCOUTING | Houston, TX | $30K | 2023 |
| Outward BoundPROVIDE EXPERIENTIAL AND | Golden, CO | $30K | 2023 |
| Sam Houston State UniversityGENERAL SUPPORT | Huntsville, TX | $25K | 2023 |
| The Women'S HomeGENERAL SUPPORT | Houston, TX | $20K | 2023 |
| Prager University FoundationGENERAL SUPPORT | Sherman Oaks, CA | $20K | 2023 |
| Homes For Our TroopsBUILD & DONATE SPECIALLY | Taunton, MA | $20K | 2023 |
| Special Operations Warrior FoundationGENERAL SUPPORT | Tampa, FL | $20K | 2023 |
| Bo'S PlaceGENERAL SUPPORT | Houston, TX | $20K | 2023 |
| Friends Of Texas WildlifePROVIDE CARE FOR INJURED, | Magnolia, TX | $20K | 2023 |
| Vested Interest In K9sPROVIDES BULLET AND | Taunton, MA | $20K | 2023 |
| Citizens For Animal ProtectionPROTECT INTEREST AND | Houston, TX | $20K | 2023 |
| Wounded Warrior Family SupoortGENERAL SUPPORT | Omaha, NE | $20K | 2023 |
| Fisher HouseBUILDS COMFORT HOMES FOR | Rockville, MD | $20K | 2023 |
| Als Association Of TexasGENERAL SUPPORT | Dallas, TX | $20K | 2023 |
| Family EldercareGENERAL SUPPORT | Austin, TX | $20K | 2023 |
| The Parish SchoolGENERAL SUPPORT | Houston, TX | $20K | 2023 |
| Mongomery County Food BankCOLLECTS AND DISTRIBUTES | Conroe, TX | $80K | 2022 |