John M & Sara R Walton Foundation Inc

CLINTON, MD EIN: 52-1591823

John M & Sara R Walton Foundation Inc is a private foundation, based in CLINTON, MD. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $961K in total assets. In 2024, it made $89K in qualifying distributions.

Financial Overview

From 2024 IRS Form 990-PF · View filing

Total Assets

$961K

-5.7% YoY

Revenue

$138K

+13.8% YoY

Qualifying Distributions

$89K

+95.7% YoY

Expenses

$196K

+27.4% YoY

Under IRS private-foundation payout rules, John M & Sara R Walton Foundation Inc reported a distributable amount of $1K for 2024 — the minimum it must pay out in qualifying distributions.

About John M & Sara R Walton Foundation Inc

Based on IRS filings

Ready to take the next step with John M & Sara R Walton Foundation Inc?

Assess fit for your org Draft an LOI Find open RFPs

Financial History

Multi-year comparison from IRS filings

Revenue

Expenses

Qualifying Distributions

Net Investment Income

Metric	2024	2023	2022
Total Assets	$961,365	$1,019,633	$1,055,839
Revenue	$138,351	$121,607	$66,742
Expenses	$196,014	$153,874	$122,939
Qualifying Distributions	$88,710	$45,336	$17,524
Net Investment Income	—	—	—
Distributable Amount	$1,394	$3,924	$3,529

Giving Over Time

Total grant dollars and number of grants per year

Grant Insights

How this funder distributes its grants

Top Recipients

Top 0 recipients in 2024

Grant Size Distribution

0 grants across all recorded years

Giving History

Grant recipients and amounts by year

No grants recorded for 2024.

Leadership & Key People

Officers and directors from IRS filings

Compensation Overview

From 2024 IRS filing

From 2024 filing

Name	Title	Hours	Compensation
John M Walton Jr	President	30	—
W Dickerson Charlton	Secretary Treasurer	3	—
Julia Marie Walton	Director	1	—
Christopher Wagnon	Director	3	—

Frequently Asked Questions

How large is John M & Sara R Walton Foundation Inc?

As of 2024, John M & Sara R Walton Foundation Inc holds $961K in total assets with $138K in annual revenue.

How much is John M & Sara R Walton Foundation Inc required to give away each year?

Private foundations must generally distribute about 5% of their assets annually. For 2024, John M & Sara R Walton Foundation Inc reported a distributable amount of $1K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.

What is John M & Sara R Walton Foundation Inc's EIN?

John M & Sara R Walton Foundation Inc's EIN (Employer Identification Number) is 52-1591823. IRS Form 990 filing data is available on this page for 2020–2024.