Kathy & Rick Walton Charitable Tr Foundation
- Assets
- $3.1m
- Revenue
- $3.6m
- Investments
- $3.1m
- Employees
- 0
- Location
- Wilmington, DE
- Founding
- Data as of
- 12/2021
- EIN
- 83-6559486
Organization Overview
Kathy & Rick Walton Charitable Tr Foundation is located in Wilmington, DE. This organization is an independent organization and not affiliated with a larger national or regional group of organizations. Kathy & Rick Walton Charitable Tr Foundation is a 501(c)(3) and as such, is described as a "Charitable or Religous organization or a private foundation" by the IRS.
For the year ending 12/2021, Kathy & Rick Walton Charitable Tr Foundation generated $3.6m in total revenue. This organization has experienced exceptional growth, as over the past 3 years, it has increased revenue by an average of 32.4% each year . All expenses for the organization totaled $991.0k during the year ending 12/2021. You can explore the organizations financials more deeply in the financial statements section below.
Since 2020, Kathy & Rick Walton Charitable Tr Foundation has awarded 37 individual grants totaling $1,054,000. If you would like to learn more about the grant giving history of this organization, scroll down to the grant profile section of this page.
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PDF Copies of 990 Filings
Board, Officers & Key Employees
| Name (title) | Role | Hours | Compensation |
|---|---|---|---|
Name Not Listed Directed Trustee | 40 | $7,350 | |
Richard C Walton Co-Trustee | 0 | $0 | |
Cecilia K Walton Aka Kathleen D Co-Trustee | 0 | $0 | |
Kenneth L Richmond Co-Trustee | 0 | $0 | |
Michael Booker Co-Trustee | 0 | $0 | |
Bryan D Zschiesche Co-Trustee | 0 | $0 |
Financial Statements
| Statement of Revenue | |
|---|---|
| Contributions, Gifts, Grants & Similar | $1,965,744 |
| Interest on Savings | $0 |
| Dividends & Interest | $36,663 |
| Net Rental Income | $0 |
| Net Gain on Sale of Assets | $1,548,563 |
| Capital Gain Net Income | $1,548,563 |
| Net ST Capital Gain | $0 |
| Income Modifications | $0 |
| Profit on Inventory Sales | $0 |
| Other Income | $0 |
| Total Revenue | $3,550,970 |
| Statement of Expenses | |
|---|---|
| Compensation of officers, directors, trustees, etc | $7,350 |
| Other employee salaries and wages | $0 |
| Pension plans, employee benefits | $0 |
| Interest | $0 |
| Taxes | $436 |
| Depreciation | $0 |
| Occupancy | $0 |
| Travel, conferences, and meetings | $0 |
| Printing and publications | $0 |
| Other expenses | $0 |
| Total operating and administrative expenses | $20,973 |
| Contributions, gifts, grants paid | $970,000 |
| Total expenses and disbursements | $990,973 |
| Balance Sheet | |
|---|---|
| Cash—non-interest-bearing | -$1,616 |
| Savings and temporary cash investments | $75,065 |
| Net Accounts receivable | $0 |
| Net Pledges Receivable | $0 |
| Grants receivable | $0 |
| Receivables from Officers, Directors, or Controlling Persons | $0 |
| Net other notes and loans receivable | $0 |
| Inventories for sale or use | $0 |
| Prepaid expenses and deferred charges | $0 |
| Net Investments - land, buildings, equipment | $0 |
| Investments—mortgage loans | $0 |
| Investments—other | $3,051,975 |
| Net Land, buildings, and equipment | $0 |
| Other assets | $0 |
| Total assets | $3,125,424 |
| Accounts payable and accrued expenses | $0 |
| Grants payable | $0 |
| Deferred revenue | $0 |
| Loans and other payables to any current Officer, Director, or Controlling Person | $0 |
| Mortgages and other notes payable | $0 |
| Other liabilities | $0 |
| Total liabilities | $0 |
Grants Awarded
Over the last fiscal year, Kathy & Rick Walton Charitable Tr Foundation has awarded $970,000 in support to 30 organizations.
| Grant Recipient | Amount |
|---|---|
LUKE'S WINGS PURPOSE: PROVIDES EMERGENCY TRAVEL | $50,000 |
INTERFAITH MINISTRIES (MEAL ON WHEELS) PURPOSE: MEAL ON WHEELS | $50,000 |
THE 100 CLUB PURPOSE: SUPPORT SERVICE ANIMALS | $50,000 |
SIRE- THERAPEUTIC HORSEMANSHIP PURPOSE: USE HORSEBACK RIDING | $50,000 |
LOVE FOSTERS HOPE PURPOSE: INSPIRE HOPE AND HEALING TO | $50,000 |
Houston, TX PURPOSE: PROVIDE FOOD FOR BETTER | $45,000 |
Peer Organizations
| Organization Name | Assets | Revenue |
|---|---|---|
Berks County School Districts Health Tr Reading, PA | $37,307,686 | $92,475,879 |
Jewish Home Lifecare Manhattan New York, NY | $92,070,146 | $86,814,145 |
Central European University New York, NY | $577,160,061 | $72,058,098 |
International Union Of Operating Engineers Welfare Fund Long Island City, NY | $98,450,225 | $98,628,304 |
New Jersey Property Liability Basking Ridge, NJ | $270,074,908 | $113,404,286 |
Upmc Lititz Harrisburg, PA | $81,864,299 | $83,139,500 |
Procter & Gamble Benefit Plan Trust Cincinnati, OH | $69,184,153 | $97,679,425 |
United Church Homes Inc Marion, OH | $230,951,491 | $117,776,158 |
American Society For Testing And Materials West Conshohocken, PA | $507,262,217 | $135,712,233 |
Childrens Research Institute Washington, DC | $13,958,035 | $66,659,816 |
Cedar Crest Village Llc Pompton Plains, NJ | $458,841,206 | $94,228,748 |
Public Interest Registry Reston, VA | $67,348,678 | $103,286,594 |