The Waltie Fund

HENRICO, VA EIN: 54-1582312

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

-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

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Geographic Focus

Where this funder awards grants

Grant Distribution by State

Virginia $171K (92%)

North Carolina $10K (5%)

Massachusetts $3K (1%)

District of Columbia $2K (1%)

Connecticut $500 (0%)

New York $200 (0%)

States

Connecticut District of Columbia Massachusetts North Carolina New York Virginia

Cities

Bernhards BayBostonChesterfieldGoochlandGreensboroLynchburgNew CanaanRichmondSalemWashingtonWilmington

Financial History

Multi-year comparison from IRS filings

Revenue

Expenses

Qualifying Distributions

Net Investment Income

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.