Audrey J Walton & Nancy Walton Laurie Charitable Foundation

Private foundation · Grantmaker Columbia, MO EIN: 43-1696657

Audrey J Walton & Nancy Walton Laurie Charitable Foundation is a private foundation, based in Columbia, MO. IRS filing data is available from 2019 through 2024. As of 2024, the organization holds $774K in total assets. In 2024, it awarded 2 grants totaling $95K. Net investment income was $33K.

Key facts about Audrey J Walton & Nancy Walton Laurie Charitable Foundation

In short: Audrey J Walton & Nancy Walton Laurie Charitable Foundation gave $95K across 2 grants in 2024 (avg $48K), mostly in Missouri. Source: 2024 IRS Form 990-PF.

EIN
43-1696657
Latest 990 filing
Form 990-PF, 2024
Annual giving (2024)
$95,000
Grants made (2024)
2
Average grant
$47,500
Median grant
$47,500
Total assets
$774,051
Primary geography
Missouri (50% of itemized 2024 grant dollars)

Data from IRS Form 990-PF, 2024; updated October 2026.

Financial Overview

From 2024 IRS Form 990-PF · View filing

Total Assets

$774K

+0.3% YoY

Annual Giving

$95K

+5.6% YoY

Grant Count

2

+100.0% YoY

Avg Grant Size

$48K

-47.2% YoY

Under IRS private-foundation payout rules, Audrey J Walton & Nancy Walton Laurie Charitable Foundation reported a distributable amount of $133K for 2024 — the minimum it must pay out in qualifying distributions.

How Audrey J Walton & Nancy Walton Laurie Charitable Foundation gives

  • Giving held roughly steady from 2021 to 2024 (+12%). Method
  • In 2024 it paid out 76% of its IRS minimum distribution (the 5% rule). Foundations have until the end of the next year to meet it. Method

From the foundation's IRS Form 990-PF filings. Methodology.

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Geographic Focus

Where this funder awards grants

Grant Distribution by State

3states

Share of 2024 grant dollars across all 2 itemized grants.

Cities

Las VegasSt JosephNew York

Giving Over Time

Total grant dollars and number of grants per year

$0$25K$50K$75K$100K1 grant2019 1 grant2020 1 grant2021 1 grant2022 1 grant2023 2 grants2024

From 2019 to 2024, annual grant giving ranged from $60K (2019) to $100K (2022). In 2024 it made 2 grants totaling $95K.

Grant Insights

How this funder distributes its grants

Top Recipients

Top 2 recipients in 2024

The Columbia Strategic Fund: $48KThe Columbia Strategic Fund$48KHELP of Southern Nevada: $48KHELP of Southern Nevada$48K

The largest 2024 recipient was The Columbia Strategic Fund ($48K). Together the top 2 received $95K.

Grant Size Distribution

6 grants across all recorded years

2<$50K3$50–100K1$100–250K$250–500K$500K–1M$1–5M$5M+

The most common grant size was in the $50–100K range: 3 grants of 6 (50%).

Giving History

Grant recipients and amounts by year

RecipientPurposeAmount
The Columbia Strategic Fund St Joseph, MOTo cover expenses that donee is incurring to provide education and performance opportunities for the community.$47,500
HELP of Southern Nevada Las Vegas, NVTo cover expenses that donee is incurring to provide assistance to families and individuals to overcome barriers and attain self-sufficiency through direct services, training and referral to community resources.$47,500

Financial History

Multi-year comparison from IRS filings

Revenue
Expenses
Qualifying Distributions
Net Investment Income
$0$50K$100K$150K2019 2020 2021 2022 2023 2024
Metric202420232022
Total Assets$774,051$771,756$770,618
Revenue$103,058$98,677$103,385
Expenses$100,763$97,539$103,419
Qualifying Distributions$100,337$97,124$103,012
Net Investment Income$32,736$30,649$29,873
Distributable Amount$132,620$101,850$91,671

Data update history

When this profile's IRS filing data changed on Grantable

  1. Updated Form 990-PF for fiscal year 2019 (received by the IRS February 12, 2020)
  2. Updated Form 990-PF for fiscal year 2020 (received by the IRS March 4, 2021)
  3. Updated Form 990-PF for fiscal year 2021 (received by the IRS April 5, 2022)
  4. Updated Form 990-PF for fiscal year 2022 (received by the IRS April 14, 2023)
  5. Updated Form 990-PF for fiscal year 2023 (received by the IRS May 14, 2024)
  6. Updated Form 990-PF for fiscal year 2024 (received by the IRS May 14, 2025)
  7. IRS filings on file for fiscal years 2019–2024

Leadership & Key People

Officers and directors from IRS filings

Audrey J Walton & Nancy Walton Laurie Charitable Foundation is led by Audrey J. Walton, Director & President on every filing since 2019; none of the 3 officers listed in 2024 report compensation.

Officers on the 2024 filing

  • Audrey J. Walton

    Director & President

    On filings since 2019

    1 hr/week

    No compensation reported

  • Brent P. Karasiuk

    Director, Secretary & Treasurer

    On filings since 2019

    1 hr/week

    No compensation reported

  • Nancy Walton Laurie

    Director & Vice President

    On filings since 2019

    1 hr/week

    No compensation reported

Data from IRS Form 990 filings, 2019–2024. "On filings since" is the earliest filing we hold that lists the person; hours are average hours per week as reported.

Frequently asked questions about Audrey J Walton & Nancy Walton Laurie Charitable Foundation

How much does Audrey J Walton & Nancy Walton Laurie Charitable Foundation give each year?

Audrey J Walton & Nancy Walton Laurie Charitable Foundation gave $95K across 2 grants in 2024, according to its 2024 IRS Form 990-PF. In 2023 it gave $90K across 1 grant.

How large is Audrey J Walton & Nancy Walton Laurie Charitable Foundation?

Audrey J Walton & Nancy Walton Laurie Charitable Foundation reported $774K in total assets on its 2024 IRS Form 990-PF. It paid out $100K in qualifying distributions that year, against a required minimum of $133K (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.

Where does Audrey J Walton & Nancy Walton Laurie Charitable Foundation operate?

Audrey J Walton & Nancy Walton Laurie Charitable Foundation has awarded grants in Missouri, Nevada, New York.

What is Audrey J Walton & Nancy Walton Laurie Charitable Foundation's EIN?

Audrey J Walton & Nancy Walton Laurie Charitable Foundation's EIN (Employer Identification Number) is 43-1696657. IRS Form 990 filing data is available on this page for 2019–2024.

Data last updated October 2026. Sourced from IRS Form 990-PF filings.

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