The Walters-Roth Foundation Inc
The Walters-Roth Foundation Inc is a private foundation, based in Chicago, IL. IRS filing data is available from 2019 through 2025. As of 2025, the organization holds $281K in total assets. In 2025, it awarded 8 grants totaling $44K. Net investment income was $125K.
Key facts about The Walters-Roth Foundation Inc
In short: The Walters-Roth Foundation Inc gave $44K across 8 grants in 2025 (avg $6K), mostly in New York. Source: 2025 IRS Form 990-PF.
- EIN
- 83-2368171
- Latest 990 filing
- Form 990-PF, 2025
- Annual giving (2025)
- $44,092
- Grants made (2025)
- 8
- Average grant
- $5,512
- Median grant
- $3,500
- Total assets
- $280,902
- Primary geography
- New York (52% 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
$281K
+40.1% YoY
Annual Giving
$44K
+149.7% YoY
Grant Count
8
+0.0% YoY
Avg Grant Size
$6K
+149.7% YoY
Under IRS private-foundation payout rules, The Walters-Roth Foundation Inc reported a distributable amount of $22K for 2025 — the minimum it must pay out in qualifying distributions.
How The Walters-Roth Foundation Inc gives
- Giving grew 152% from 2022 to 2025. Method
- In 2025 it paid out 198% 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
Share of 2025 grant dollars across all 8 itemized grants.
Cities
Giving Over Time
Total grant dollars and number of grants per year
From 2019 to 2025, annual grant giving ranged from $13K (2023) to $44K (2025). In 2025 it made 8 grants totaling $44K.
Grant Insights
How this funder distributes its grants
Top Recipients
Top 8 recipients in 2025
The largest 2025 recipient was The Brennan Center for Justice ($20K). Together the top 8 received $44K.
Grant Size Distribution
35 grants across all recorded years
The most common grant size was under $50K: 35 grants of 35 (100%).
Giving History
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| The Brennan Center for Justice New York, NY | To support the donee's activities in support of democracy and democratic institutions | $20,000 |
| Mishkan Chicago Chicago, IL | To support the religious and educational programs of the recipient | $6,000 |
| Chicago Sinai Congregation Chicago, IL | To support the religious and educational programs of the recipient | $4,070 |
| Feeding America Washington, DC | To support soup kitchens and food pantries for those in need | $4,000 |
| Planned Parenthood Federation of Am Washington, DC | To support charitable assistance for reproductive health care | $3,000 |
| Doctors Without Borders New York, NY | Support of medical services for victims of humanitarian disasters and wars | $3,000 |
| Greater Chicago Food Depository Chicago, IL | To support the public relief activities of the recipient. | $3,000 |
| Save the Children Fairfield, CT | To support the public welfare programs for children | $1,022 |
Financial History
Multi-year comparison from IRS filings
| Metric | 2025 | 2024 | 2023 |
|---|---|---|---|
| Total Assets | $280,902 | $200,468 | $209,500 |
| Revenue | $125,193 | $9,248 | $9,883 |
| Expenses | $44,744 | $18,265 | $13,601 |
| Qualifying Distributions | $44,092 | $17,655 | $13,255 |
| Net Investment Income | $125,193 | $9,248 | $9,883 |
| Distributable Amount | $22,262 | $22,306 | $19,599 |
Data update history
When this profile's IRS filing data changed on Grantable
- Updated Form 990-PF for fiscal year 2024 (received by the IRS May 14, 2025)
- Updated Form 990-PF for fiscal year 2025 (received by the IRS May 16, 2026)
- Added Form 990-PF for fiscal year 2019 (received by the IRS May 8, 2020)
- Updated Form 990-PF for fiscal year 2020 (received by the IRS May 4, 2021)
- Updated Form 990-PF for fiscal year 2021 (received by the IRS February 27, 2022)
- Updated Form 990-PF for fiscal year 2022 (received by the IRS February 15, 2023)
- Updated Form 990-PF for fiscal year 2023 (received by the IRS March 22, 2024)
Leadership & Key People
Officers and directors from IRS filings
The Walters-Roth Foundation Inc is led by Janet S Walters, President on every filing since 2019; none of the 3 officers listed in 2025 report compensation.
Officers on the 2025 filing
Janet S Walters
President
On filings since 2019
No compensation reported
Anthony J Walters
Sec'y & Treasurer
On filings since 2019
No compensation reported
Jessica K Walters
Vice President
On filings since 2019
No compensation reported
Data from IRS Form 990 filings, 2019–2025. "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-Roth Foundation Inc
How much does The Walters-Roth Foundation Inc give each year?
The Walters-Roth Foundation Inc gave $44K across 8 grants in 2025, according to its 2025 IRS Form 990-PF. In 2024 it gave $18K across 8 grants.
What is The Walters-Roth Foundation Inc's typical grant size?
The Walters-Roth Foundation Inc's median grant in 2025 was $3,500, and its average grant was $5,512, across 8 grants on its 2025 IRS Form 990-PF.
Where does The Walters-Roth Foundation Inc give grants?
The Walters-Roth Foundation Inc gives mostly in New York: 52% of the grant dollars itemized on its 2025 IRS Form 990-PF went to recipients there. The next largest states were Illinois (30%) and District of Columbia (16%). The most frequent recipient cities were Chicago, IL (3 grants), New York, NY (2 grants) and Washington, DC (2 grants).
Does The Walters-Roth Foundation Inc give general operating support?
Not in 2025: none of the 8 grants with a stated purpose on The Walters-Roth Foundation Inc's 2025 IRS Form 990-PF were described as general or operating support.
Who are The Walters-Roth Foundation Inc's largest grantees?
The Walters-Roth Foundation Inc's largest 2025 grantees include The Brennan Center for Justice ($20,000), Mishkan Chicago ($6,000) and Chicago Sinai Congregation ($4,070), according to its 2025 IRS Form 990-PF. Together they received 68% of its itemized 2025 grant dollars.
How large is The Walters-Roth Foundation Inc?
The Walters-Roth Foundation Inc reported $281K in total assets on its 2025 IRS Form 990-PF. It paid out $44K in qualifying distributions that year, against a required minimum of $22K (roughly 5% of its investment assets).
What is The Walters-Roth Foundation Inc's EIN?
The Walters-Roth Foundation Inc's EIN (Employer Identification Number) is 83-2368171. IRS Form 990 filing data is available on this page for 2019–2025.
Data last updated September 2026. Sourced from IRS Form 990-PF filings.
Here's the math on researching The Walters-Roth Foundation Inc by hand.
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