The Walters Family Foundation
The Walters Family Foundation is a private foundation, based in Charlotte, VT. IRS filing data is available from 2020 through 2025. As of 2025, the organization holds $864K in total assets. In 2025, it made $2K in qualifying distributions. Net investment income was $16K.
The Walters Family Foundation at a glance
- Total assets
- $863,910
- +1.5% vs 2024
- Revenue (2025)
- $22,403
- -43.2% vs 2024
- Qualifying distributions (2025)
- $2,445
- +5.2% vs 2024
- Expenses (2025)
- $9,424
- +11.8% vs 2024
- Latest 990 filing
- Form 990-PF, 2025 View filing
Data from IRS Form 990-PF, 2025; updated September 2026.
Who The Walters Family Foundation funds
How The Walters Family Foundation gives
- In 2025 it paid out 4% 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.
Giving History
Giving Over Time
Total grant dollars and number of grants per year
In 2020 it made 2 grants totaling $111K.
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Financial History
Multi-year comparison from IRS filings
| Filing year | Total Assets | Revenue | Expenses | Grants paid | Grants | Qualifying Distributions | Net Investment Income | Distributable Amount |
|---|---|---|---|---|---|---|---|---|
| 2025 | $863,910 | $22,403 | $9,424 | — | — | $2,445 | $15,657 | $64,262 |
| 2024 | $850,931 | $39,463 | $8,428 | — | — | $2,325 | $33,360 | $54,865 |
| 2023 | $819,896 | $26,656 | $13,286 | — | — | $3,160 | $20,796 | $46,271 |
| 2022 | $806,526 | $252,779 | $5,711 | — | — | $2,050 | $249,321 | $44,721 |
| 2021 | $559,458 | $464,695 | $4,273 | — | — | $1,870 | $14,181 | $30,440 |
| 2020 | $429,398 | $10,843 | $114,480 | $110,645 | 2 | — | $9,100 | $27,656 |
Under IRS private-foundation payout rules, The Walters Family Foundation reported a distributable amount of $64K for 2025 — the minimum it must pay out in qualifying distributions.
Leadership & Key People
Officers and directors from IRS filings
The Walters Family Foundation's 2025 filing lists 2 officers; none of the 2 officers listed in 2025 report compensation.
Officers on the 2025 filing
Kirk W. Walters
Trustee & As Req'd
Trustee → Trustee & As Req'd, 2023
On filings since 2020
No compensation reported
Loretta M. Walters
Trustee & As Req'd
Trustee → Trustee & As Req'd, 2023
On filings since 2020
No compensation reported
Data from IRS Form 990 filings, 2020–2025. "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 The Walters Family Foundation
How large is The Walters Family Foundation?
The Walters Family Foundation reported $864K in total assets on its 2025 IRS Form 990-PF. It paid out $2K in qualifying distributions that year, against a required minimum of $64K (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 The Walters Family Foundation operate?
The Walters Family Foundation has awarded grants in Vermont.
What is The Walters Family Foundation's EIN?
The Walters Family Foundation's EIN (Employer Identification Number) is 47-6667269. 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.
Data update history
(2)
When this profile's IRS filing data changed on Grantable
- Added Form 990-PF for fiscal year 2025 (received by the IRS May 7, 2026)
- IRS filings on file for fiscal years 2020–2024
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Browse active grant opportunities in The Walters Family Foundation's focus areas in our free grants database
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