The Waltie Fund
The Waltie Fund is a private foundation, based in HENRICO, VA. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $340K in total assets. In 2024, it awarded 26 grants totaling $39K. Net investment income was $41K.
Financial Overview
From 2024 IRS Form 990-PF · View filing
Total Assets
$340K
-0.6% YoY
Annual Giving
$39K
-12.8% YoY
Grant Count
26
-3.7% YoY
Avg Grant Size
$2K
-9.4% YoY
Under IRS private-foundation payout rules, The Waltie Fund reported a distributable amount of $44K for 2024 — the minimum it must pay out in qualifying distributions.
About The Waltie Fund
Based on IRS filings
The Waltie Fund is a private foundation, based in HENRICO, VA. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $340K in total assets. In 2024, it awarded 26 grants totaling $39K. Net investment income was $41K.
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Geographic Focus
Where this funder awards grants
Grant Distribution by State
Cities
Financial History
Multi-year comparison from IRS filings
| Metric | 2024 | 2023 | 2022 |
|---|---|---|---|
| Total Assets | $339,620 | $341,670 | $356,968 |
| Revenue | $48,135 | $39,837 | $37,563 |
| Expenses | $50,185 | $55,135 | $41,993 |
| Qualifying Distributions | $42,955 | $48,477 | $35,162 |
| Net Investment Income | $41,372 | $33,612 | $31,173 |
| Distributable Amount | $44,415 | $40,949 | $41,809 |
Giving Over Time
Total grant dollars and number of grants per year
Grant Insights
How this funder distributes its grants
Top Recipients
Top 10 recipients in 2024
Grant Size Distribution
125 grants across all recorded years
Giving History
Grant recipients and amounts by year
Among its reported 2024 grants, the largest include Soar 365 ($3,500), Good Neighbor Village Inc ($3,000), Hope Tree Family Services Developmental Disabilities Ministry ($3,000).
| Recipient | Purpose | Amount |
|---|---|---|
| ARTISTS FOR HUMANITY BOSTON, MA | GENERAL OPERATING SUPPORT | $1,000 |
| BEYOND BOUNDARIES RICHMOND, VA | GENERAL OPERATING SUPPORT | $500 |
| BLUE SKY FUND RICHMOND, VA | GENERAL OPERATING SUPPORT | $500 |
| CAMERON GALLAGHER FOUNDATION RICHMOND, VA | GENERAL OPERATING SUPPORT | $750 |
| CHILDREN'S HOSPITAL FOUNDATION RICHMOND, VA | GENERAL OPERATING SUPPORT | $2,000 |
| COMFORT ZONE CAMP RICHMOND, VA | GENERAL OPERATING SUPPORT | $500 |
| COMMUNITIES IN SCHOOLS IN CAPE FEAR WILMINGTON, NC | GENERAL OPERATING SUPPORT | $1,500 |
| COMMUNITIES IN SCHOOLS IN CHESTERFIELD CHESTERFIELD, VA | GENERAL OPERATING SUPPORT | $500 |
| EDEN VILLAGE OF WILMINGTON WILMINGTON, NC | GENERAL OPERATING SUPPORT | $2,000 |
| FEED MORE RICHMOND, VA | GENERAL OPERATING SUPPORT | $500 |
Leadership & Key People
Officers and directors from IRS filings
Compensation Overview
From 2024 IRS filing
From 2024 filing
| Name | Title | Hours | Compensation |
|---|---|---|---|
| J RANDALL STREET | PRESIDENT/TREASURER | 0.5 | — |
| MARJORIE STREET MITCHELL | DIRECTOR | 0.1 | — |
| WILLIAM HENRY STREET JR | DIRECTOR | 0.1 | — |
Frequently Asked Questions
How large is The Waltie Fund?
As of 2024, The Waltie Fund holds $340K in total assets with $48K in annual revenue. It awarded 26 grants totaling $39K in 2024.
Where does The Waltie Fund operate?
The Waltie Fund has awarded grants in Connecticut, District of Columbia, Massachusetts, North Carolina, New York, Virginia.
What size grants does The Waltie Fund award?
In 2024, The Waltie Fund awarded 26 grants totaling $39K — an average of about $2K per grant, based on its IRS Form 990 filings.
How much is The Waltie Fund required to give away each year?
Private foundations must generally distribute about 5% of their assets annually. For 2024, The Waltie Fund reported a distributable amount of $44K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.
What is The Waltie Fund's EIN?
The Waltie Fund's EIN (Employer Identification Number) is 54-1582312. IRS Form 990 filing data is available on this page for 2020–2024.
Explore Open Grants
Browse active grant opportunities in The Waltie Fund's focus areas in our free grants database
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Data last updated April 2026. Sourced from IRS Form 990-PF filings.
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