Ralph T & Esther L Warburton

Foundation · Grantmaker INDEPENDENCE, OH EIN: 34-6574882

Ralph T & Esther L Warburton is a private foundation, based in INDEPENDENCE, OH. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $2.1M in total assets. In 2024, it awarded 6 grants totaling $2.8M. Net investment income was $1.1M.

Financial Overview

From 2024 IRS Form 990-PF · View filing

Total Assets

$2.1M

-44.7% YoY

Annual Giving

$2.8M

+151.5% YoY

Grant Count

+200.0% YoY

Avg Grant Size

$461K

-16.2% YoY

Under IRS private-foundation payout rules, Ralph T & Esther L Warburton reported a distributable amount of $221K for 2024 — the minimum it must pay out in qualifying distributions.

About Ralph T & Esther L Warburton

Based on IRS filings

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Geographic Focus

Where this funder awards grants

Grant Distribution by State

Ohio $2.6M (59%)

Minnesota $1.6M (36%)

Georgia $115K (3%)

Virginia $105K (2%)

Washington $5K (0%)

States

Georgia Minnesota Ohio Virginia Washington

Cities

AtlantaCharlottesvilleClevelandHudsonMt VernonPeninsulaRochesterWoodstock

Financial History

Multi-year comparison from IRS filings

Revenue

Expenses

Qualifying Distributions

Net Investment Income

Metric	2024	2023	2022
Total Assets	$2,085,492	$3,768,701	$4,577,691
Revenue	$1,116,985	$329,115	$245,887
Expenses	$2,802,155	$1,138,105	$318,932
Qualifying Distributions	$2,766,212	$1,100,000	$275,000
Net Investment Income	$1,081,042	$291,010	$198,755
Distributable Amount	$221,293	$313,076	$311,379

Giving Over Time

Total grant dollars and number of grants per year

Grant Insights

How this funder distributes its grants

Top Recipients

Top 6 recipients in 2024

Grant Size Distribution

15 grants across all recorded years

Giving History

Grant recipients and amounts by year

Among its reported 2024 grants, the largest include Case Western Reserve University ($2,426,212), Heritage Classical Academy ($100,000), Regents School of Charlottesville ($100,000).

Recipient	Purpose	Amount
CASE WESTERN RESERVE UNIVERSITY CLEVELAND, OH	SCHOLARSHIP AGREEMENT	$2,426,212
HERITAGE CLASSICAL ACADEMY PENINSULA, OH	GENERAL PURPOSE - EDUCATION	$100,000
REGENTS SCHOOL OF CHARLOTTESVILLE CHARLOTTESVILLE, VA	GENERAL PURPOSE - EDUCATION	$100,000
HOLY TRINITY ANGLICAN CHURCH HUDSON, OH	GENERAL PURPOSE - RELIGION	$25,000
RESURRECTION ANGLICAN CHURCH WOODSTOCK, GA	GENERAL PURPOSE - RELIGION	$15,000
MOUNT VERNON SCHOOL ATLANTA, GA	GENERAL PURPOSE - EDUCATION	$100,000

Leadership & Key People

Officers and directors from IRS filings

Compensation Overview

From 2024 IRS filing

From 2024 filing

Name	Title	Hours	Compensation
PHILLIP L WARBURTON	TRUSTEE	—	—
SALLY WARBURTON	TRUSTEE	—	—
BETSY WARBURTON DOWNS	TRUSTEE	—	—
MIKE D DOWNS	TRUSTEE	—	—
CARRIE WARBURTON MONTALTO	TRUSTEE	—	—
ALEX W MONTALTO	TRUSTEE	—	—

Frequently Asked Questions

How large is Ralph T & Esther L Warburton?

As of 2024, Ralph T & Esther L Warburton holds $2.1M in total assets with $1.1M in annual revenue. It awarded 6 grants totaling $2.8M in 2024.

Where does Ralph T & Esther L Warburton operate?

Ralph T & Esther L Warburton has awarded grants in Georgia, Minnesota, Ohio, Virginia, Washington.

What size grants does Ralph T & Esther L Warburton award?

In 2024, Ralph T & Esther L Warburton awarded 6 grants totaling $2.8M — an average of about $461K per grant, based on its IRS Form 990 filings.

How much is Ralph T & Esther L Warburton required to give away each year?

Private foundations must generally distribute about 5% of their assets annually. For 2024, Ralph T & Esther L Warburton reported a distributable amount of $221K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.