William S Walton Charitable Tr
- Assets
- $327.5k
- Revenue
- $14.1k
- Investments
- $312.3k
- Employees
- 0
- Location
- Milwaukee, WI
- Founding
- 02/1960
- Data as of
- 05/2024
- EIN
- 93-0432836
Organization Overview
William S Walton Charitable Tr is located in Milwaukee, WI. The organization was established in 1960. According to its NTEE Classification (T22) the organization is classified as: Private Independent Foundations, under the broad grouping of Philanthropy, Voluntarism & Grantmaking Foundations and related organizations. This organization is an independent organization and not affiliated with a larger national or regional group of organizations. William S Walton Charitable Tr 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 05/2024, William S Walton Charitable Tr generated $14.1k in total revenue. This represents a relatively dramatic decline in revenue. Over the past 9 years, the organization has seen revenues fall by an average of (7.6%) each year. All expenses for the organization totaled $25.7k during the year ending 05/2024. As we would expect to see with falling revenues, expenses have declined by (1.6%) per year over the past 9 years. You can explore the organizations financials more deeply in the financial statements section below.
Since 2016, William S Walton Charitable Tr has awarded 89 individual grants totaling $179,090. 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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Financial Statements
| Statement of Revenue | |
|---|---|
| Contributions, Gifts, Grants & Similar | $0 |
| Interest on Savings | $0 |
| Dividends & Interest | $9,818 |
| Net Rental Income | $0 |
| Net Gain on Sale of Assets | $4,000 |
| Capital Gain Net Income | $4,000 |
| Net ST Capital Gain | $0 |
| Income Modifications | $0 |
| Profit on Inventory Sales | $0 |
| Other Income | $259 |
| Total Revenue | $14,077 |
| Statement of Expenses | |
|---|---|
| Compensation of officers, directors, trustees, etc | $5,947 |
| Other employee salaries and wages | $0 |
| Pension plans, employee benefits | $0 |
| Interest | $0 |
| Taxes | $213 |
| Depreciation | $0 |
| Occupancy | $0 |
| Travel, conferences, and meetings | $0 |
| Printing and publications | $0 |
| Other expenses | $54 |
| Total operating and administrative expenses | $7,714 |
| Contributions, gifts, grants paid | $18,000 |
| Total expenses and disbursements | $25,714 |
| Balance Sheet | |
|---|---|
| Cash—non-interest-bearing | $0 |
| Savings and temporary cash investments | $15,242 |
| 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 | $312,303 |
| Net Land, buildings, and equipment | $0 |
| Other assets | $0 |
| Total assets | $327,545 |
| 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, William S Walton Charitable Tr has awarded $18,000 in support to 6 organizations.
| Grant Recipient | Amount |
|---|---|
B-17 ALLIANCE FOUNDATION PURPOSE: GENERAL OPERATING | $3,000 |
SALEM FREE CLINICS PURPOSE: GENERAL OPERATING | $4,000 |
THE SALEM-KEIZER COALITION FOR EQUALITY PURPOSE: GENERAL OPERATING | $3,000 |
WILLAMETTE UNIVERSITY PURPOSE: GENERAL OPERATING | $3,000 |
CAPITAL FUTBOL CLUB PURPOSE: GENERAL OPERATING | $3,500 |
FAMILY BUILDING BLOCKS INC PURPOSE: GENERAL OPERATING | $1,500 |