Ruth M Walton Charitable Trust Estate

CHICAGO, IL EIN: 20-7222751

Ruth M Walton Charitable Trust Estate is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in CHICAGO, IL. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $1.3M in total assets. In 2024, it awarded 4 grants totaling $88K. Net investment income was $80K.

Financial Overview

From 2024 IRS Form 990-PF · View filing

Total Assets

$1.3M

-1.7% YoY

Annual Giving

$88K

+12.5% YoY

Grant Count

+0.0% YoY

Avg Grant Size

$22K

+12.5% YoY

Under IRS private-foundation payout rules, Ruth M Walton Charitable Trust Estate reported a distributable amount of $91K for 2024 — the minimum it must pay out in qualifying distributions.

About Ruth M Walton Charitable Trust Estate

Based on IRS filings

Focus Areas

Philanthropy, Voluntarism & Grantmaking

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Geographic Focus

Where this funder awards grants

Grant Distribution by State

Kentucky $264K (60%)

Connecticut $110K (25%)

District of Columbia $66K (15%)

States

Connecticut District of Columbia Kentucky

Cities

BridgeportLexingtonWashington

Financial History

Multi-year comparison from IRS filings

Revenue

Expenses

Qualifying Distributions

Net Investment Income

Metric	2024	2023	2022
Total Assets	$1,251,028	$1,273,178	$1,244,943
Revenue	$96,195	$130,929	$39,523
Expenses	$116,452	$102,942	$127,899
Qualifying Distributions	$97,860	$86,926	$109,423
Net Investment Income	$80,356	$112,041	$26,105
Distributable Amount	$91,112	$79,817	$83,991

Giving Over Time

Total grant dollars and number of grants per year

Grant Insights

How this funder distributes its grants

Top Recipients

Top 4 recipients in 2024

Grant Size Distribution

20 grants across all recorded years

Giving History

Grant recipients and amounts by year

Among its reported 2024 grants, the largest include The Salvation Army ($21,914), God's Pantry Food Bank Inc ($21,914), American Red Cross ($21,914).

Recipient	Purpose	Amount
THE SALVATION ARMY BRIDGEPORT, CT	GENERAL	$21,914
GOD'S PANTRY FOOD BANK INC LEXINGTON, KY	GENERAL	$21,914
AMERICAN RED CROSS WASHINGTON, DC	GENERAL	$21,914
CALVARY BAPTIST CHURCH LEXINGTON, KY	GENERAL	$21,914

Leadership & Key People

Officers and directors from IRS filings

Compensation Overview

From 2024 IRS filing

No officer/director data available.

Subject Areas

Focus areas based on grantmaking activity

Philanthropy, Voluntarism & Grantmaking

Frequently Asked Questions

What is Ruth M Walton Charitable Trust Estate?

Ruth M Walton Charitable Trust Estate is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in CHICAGO, IL. It holds $1.3M in total assets as of 2024.

How large is Ruth M Walton Charitable Trust Estate?

As of 2024, Ruth M Walton Charitable Trust Estate holds $1.3M in total assets with $96K in annual revenue. It awarded 4 grants totaling $88K in 2024.

Where does Ruth M Walton Charitable Trust Estate operate?

Ruth M Walton Charitable Trust Estate has awarded grants in Connecticut, District of Columbia, Kentucky.

What size grants does Ruth M Walton Charitable Trust Estate award?

In 2024, Ruth M Walton Charitable Trust Estate awarded 4 grants totaling $88K — an average of about $22K per grant, based on its IRS Form 990 filings.

How much is Ruth M Walton Charitable Trust Estate required to give away each year?

Private foundations must generally distribute about 5% of their assets annually. For 2024, Ruth M Walton Charitable Trust Estate reported a distributable amount of $91K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.

What is Ruth M Walton Charitable Trust Estate's EIN?

Ruth M Walton Charitable Trust Estate's EIN (Employer Identification Number) is 20-7222751. IRS Form 990 filing data is available on this page for 2020–2024.