Ruth M Walton Charitable Trust Estate

Private foundation · Grantmaker Chicago, IL EIN: 20-7222751

Ruth M Walton Charitable Trust Estate is a private foundation, based in Chicago, IL. IRS filing data is available from 2020 through 2025. As of 2025, the organization holds $1.3M in total assets. In 2025, it awarded 4 grants totaling $95K. Net investment income was $123K.

Key facts about Ruth M Walton Charitable Trust Estate

In short: Ruth M Walton Charitable Trust Estate gave $95K across 4 grants in 2025 (avg $24K), mostly in Kentucky. Source: 2025 IRS Form 990-PF.

EIN
20-7222751
Latest 990 filing
Form 990-PF, 2025
Annual giving (2025)
$95,336
Grants made (2025)
4
Average grant
$23,834
Median grant
$23,834
Total assets
$1,267,236
Primary geography
Kentucky (50% of itemized 2025 grant dollars)

Data from IRS Form 990-PF, 2025; updated September 2026.

Financial Overview

From 2025 IRS Form 990-PF · View filing

Total Assets

$1.3M

+1.3% YoY

Annual Giving

$95K

+8.8% YoY

Grant Count

4

+0.0% YoY

Avg Grant Size

$24K

+8.8% YoY

Under IRS private-foundation payout rules, Ruth M Walton Charitable Trust Estate reported a distributable amount of $97K for 2025 — the minimum it must pay out in qualifying distributions.

How Ruth M Walton Charitable Trust Estate gives

  • Giving held roughly steady from 2022 to 2025 (−5%). Method
  • In 2025 it paid out 110% of its IRS minimum distribution (the 5% rule). 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 2025 grant dollars across all 4 itemized grants.

Cities

LexingtonBridgeportWashington

Giving Over Time

Total grant dollars and number of grants per year

$0$25K$50K$75K$100K4 grants2020 4 grants2021 4 grants2022 4 grants2023 4 grants2024 4 grants2025

From 2020 to 2025, annual grant giving ranged from $78K (2023) to $100K (2022). In 2025 it made 4 grants totaling $95K.

Grant Insights

How this funder distributes its grants

Top Recipients

Top 4 recipients in 2025

The Salvation Army: $24KThe Salvation Army$24KGod's Pantry Food Bank Inc: $24KGod's Pantry Food Bank Inc$24KAmerican Red Cross: $24KAmerican Red Cross$24KCalvary Baptist Church: $24KCalvary Baptist Church$24K

The largest 2025 recipient was The Salvation Army ($24K). Together the top 4 received $95K.

Grant Size Distribution

20 grants across all recorded years

20<$50K$50–100K$100–250K$250–500K$500K–1M$1–5M$5M+

The most common grant size was under $50K: 20 grants of 20 (100%).

Giving History

Grant recipients and amounts by year

RecipientPurposeAmount
The Salvation Army Bridgeport, CTGeneral$23,834
God's Pantry Food Bank Inc Lexington, KYGeneral$23,834
American Red Cross Washington, DCGeneral$23,834
Calvary Baptist Church Lexington, KYGeneral$23,834

Financial History

Multi-year comparison from IRS filings

Revenue
Expenses
Qualifying Distributions
Net Investment Income
$0$50K$100K$150K$200K2020 2021 2022 2023 2024 2025
Metric202520242023
Total Assets$1,267,236$1,251,028$1,273,178
Revenue$138,751$96,195$130,929
Expenses$122,805$116,452$102,942
Qualifying Distributions$106,176$97,860$86,926
Net Investment Income$122,795$80,356$112,041
Distributable Amount$96,646$91,112$79,817

Data update history

When this profile's IRS filing data changed on Grantable

  1. Added Form 990-PF for fiscal year 2025 (received by the IRS May 6, 2026)
  2. IRS filings on file for fiscal years 2020–2024

Frequently asked questions about Ruth M Walton Charitable Trust Estate

How much does Ruth M Walton Charitable Trust Estate give each year?

Ruth M Walton Charitable Trust Estate gave $95K across 4 grants in 2025, according to its 2025 IRS Form 990-PF. In 2024 it gave $88K across 4 grants.

What is Ruth M Walton Charitable Trust Estate's typical grant size?

Ruth M Walton Charitable Trust Estate's median grant in 2025 was $23,834, and its average grant was $23,834, across 4 grants on its 2025 IRS Form 990-PF.

Where does Ruth M Walton Charitable Trust Estate give grants?

Ruth M Walton Charitable Trust Estate gives mostly in Kentucky: 50% of the grant dollars itemized on its 2025 IRS Form 990-PF went to recipients there. The next largest states were Connecticut (25%) and District of Columbia (25%). The most frequent recipient cities were Lexington, KY (2 grants).

Does Ruth M Walton Charitable Trust Estate give general operating support?

Yes: 100% of Ruth M Walton Charitable Trust Estate's 2025 grants with a stated purpose (4 of 4) were for general or operating support, per its 2025 IRS Form 990-PF.

How large is Ruth M Walton Charitable Trust Estate?

Ruth M Walton Charitable Trust Estate reported $1.3M in total assets on its 2025 IRS Form 990-PF. It paid out $106K in qualifying distributions that year, against a required minimum of $97K (roughly 5% of its investment assets).

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 2020–2025.

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

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