The Waltie Fund
The Waltie Fund is a private foundation based in Midlothian, Virginia. Its 2025 filing reports 27 grants totaling $47,250 to charitable organizations, with most grant dollars going to recipients in Virginia.
The Waltie Fund at a glance
In short: The Waltie Fund gave $47K across 27 grants in 2025 (avg $2K), mostly in Virginia. 7% of 2025 grantees were new. Source: 2025 IRS Form 990-PF.
- Annual giving (2025)
- $47,250
- +20.4% vs 2024
- Grants made (2025)
- 27
- +3.8% vs 2024
- Average grant
- $1,750
- +15.9% vs 2024
- Median grant
- $1,000
- Total assets
- $389,400
- +14.7% vs 2024
- New grantees (estimate)
- 7% first-time grantees (2 of 27, 2025)
- Primary geography
- Virginia (85% of itemized 2025 grant dollars)
- Latest 990 filing
- Form 990-PF, 2025 View filing
Data from IRS Form 990-PF, 2025; updated October 2026. New grantees are estimated by matching recipient names across years (methodology).
How to apply to The Waltie Fund
- Accepts unsolicited proposals
- No
- How to Apply
-
The foundation states that it makes contributions only to preselected charitable organizations and does not accept unsolicited requests.
- Contact
Mailing address: 2800 E Brigstock Road, Midlothian, VA 23113
Phone: (804) 521-9666
Application details from Grantable's research on the foundation's public materials; confirm on its website before applying.
Who The Waltie Fund funds
How this funder distributes its grants
Top Recipients
Top 10 recipients in 2025
The largest 2025 recipient was Urban Hope ($7K). Together the top 10 received $33K.
Grant Size Distribution
127 grants across all recorded years
The most common grant size was under $50K: 127 grants of 127 (100%).
Geographic Focus
Where this funder awards grants
In 2025, 85% of grant dollars went to recipients in Virginia, 7% to North Carolina, 6% to New York, and 2% to Massachusetts.
Grant Distribution by State
Share of 2025 grant dollars across all 27 itemized grants.
Cities
Is The Waltie Fund open to new grantees?
7%
first-time grantees, 2025
In 2025, 2 of 27 grantees (7%) were first-time recipients. First grants averaged $2K; repeat grants $2K. How we count
Medians: $2K first-time, $1K repeat.
- 85% of 2025 grantees were also funded in 2024. Method
- Giving grew 48% from 2022 to 2025. Method
- In 2025 it paid out 106% of its IRS minimum distribution (the 5% rule). Method
Estimate from itemized grant lists in IRS Form 990-PF filings (2020–2025). Recipient names are matched across years, so a renamed or misspelled grantee can look new; grants to individuals are left out. Methodology.
Giving History
Giving Over Time
Total grant dollars and number of grants per year
From 2020 to 2025, annual grant giving ranged from $32K (2022) to $47K (2025). In 2025 it made 27 grants totaling $47K.
Grants by year
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| Urban Hope Richmond, VA | To Further the Exempt Purpose of the Organization | $7,000 |
| Communities in Schools in Cape Fear Wilmington, NC | To Further the Exempt Purpose of the Organization | $3,500 |
| Soar 365 Richmond, VA | To Further the Exempt Purpose of the Organization | $3,500 |
| Good Neighbor Village Inc Richmond, VA | To Further the Exempt Purpose of the Organization | $3,000 |
| Hope Tree Family Services Developmental Disabilities Ministry Salem, VA | To Further the Exempt Purpose of the Organization | $3,000 |
| Northstar Academy Richmond, VA | To Further the Exempt Purpose of the Organization | $3,000 |
| The Faison Center Richmond, VA | To Further the Exempt Purpose of the Organization | $3,000 |
| Breakthrough T1D New York, NY | To Further the Exempt Purpose of the Organization | $2,750 |
| Children's Hospital Foundation Richmond, VA | To Further the Exempt Purpose of the Organization | $2,000 |
| Special Olympics VA Richmond, VA | To Further the Exempt Purpose of the Organization | $2,000 |
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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 | $389,400 | $108,505 | $58,725 | $47,250 | 27 | $49,126 | $96,906 | $46,411 |
| 2024 | $339,620 | $48,135 | $50,185 | $39,250 | 26 | $42,955 | $41,372 | $44,415 |
| 2023 | $341,670 | $39,837 | $55,135 | $45,000 | 27 | $48,477 | $33,612 | $40,949 |
| 2022 | $356,968 | $37,563 | $41,993 | $32,000 | 25 | $35,162 | $31,173 | $41,809 |
| 2021 | $361,398 | $38,085 | $43,695 | $34,100 | 22 | $36,936 | $31,731 | $42,666 |
| 2020 | $367,008 | $34,410 | $43,400 | $35,250 | 25 | — | $29,136 | $33,971 |
Under IRS private-foundation payout rules, The Waltie Fund reported a distributable amount of $46K for 2025 — the minimum it must pay out in qualifying distributions.
Research compiled by Grantable AI from public sources. Last updated September 2026.
Mission & Focus Areas
No mission statement for the fund is provided. Its 2025 grants included organizations whose own missions address affordable housing, education and career opportunities for students with disabilities, services for people with disabilities and autism, residential care, and type 1 diabetes research and treatment. For example, Urban Hope says its focus is partnering with families seeking affordable rental housing or home ownership; Northstar Academy says it promotes educational excellence and career opportunities for students with disabilities; and Breakthrough T1D says it works to accelerate breakthroughs to cure, prevent, and treat type 1 diabetes and its complications.
Grantmaking
In 2025, the fund made 27 grants totaling $47,250. Grants ranged from $500 to $7,000, with a median award of $1,000. The largest award was $7,000 to Urban Hope in Richmond, Virginia. Other notable grants included $3,500 each to Communities in Schools in Cape Fear and SOAR 365; $3,000 each to Good Neighbor Village, Northstar Academy, The Faison Center, and Hope Tree Family Services; and $2,750 to Breakthrough T1D. The filing lists grant purposes as “to further the exempt purpose of the organization.”
Leadership & Key People
Leadership team and compensation from IRS filings
The 2025 filing lists J Randall Street as president and treasurer through November 2025, Marjorie Street Mitchell as a director, and William Henry Street Jr as president, treasurer, and secretary beginning in November 2025.
The Waltie Fund is led by J. Randall Street, President & Treasurer on every filing since 2020; none of the 3 officers listed in 2025 report compensation.
Officers on the 2025 filing
J. Randall Street
President & Treasurer
On filings since 2020
0.5 hrs/week
No compensation reported
William Henry Street Jr.
President, Treasurer & Secretary
Director → President, Treasurer & Secretary, 2025
On filings since 2020
0.1 hrs/week
No compensation reported
Marjorie Street Mitchell
Director
On filings since 2020
0.1 hrs/week
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 Waltie Fund
How much does The Waltie Fund give each year?
The Waltie Fund gave $47K across 27 grants in 2025, according to its 2025 IRS Form 990-PF. In 2024 it gave $39K across 26 grants.
What is The Waltie Fund's typical grant size?
The Waltie Fund's median grant in 2025 was $1,000, and its average grant was $1,750, across 27 grants on its 2025 IRS Form 990-PF. Organizations receiving their first grant from The Waltie Fund that year got $2K on average.
Where does The Waltie Fund give grants?
The Waltie Fund gives mostly in Virginia: 85% of the grant dollars itemized on its 2025 IRS Form 990-PF went to recipients there. The next largest states were North Carolina (7%) and New York (6%). The most frequent recipient cities were Richmond, VA (20 grants).
Who are The Waltie Fund's largest grantees?
The Waltie Fund's largest 2025 grantees include Urban Hope ($7,000), Communities in Schools in Cape Fear ($3,500) and Soar 365 ($3,500), according to its 2025 IRS Form 990-PF. Together they received 30% of its itemized 2025 grant dollars.
How large is The Waltie Fund?
The Waltie Fund reported $389K in total assets on its 2025 IRS Form 990-PF. It paid out $49K in qualifying distributions that year, against a required minimum of $46K (roughly 5% of its investment assets).
What does The Waltie Fund fund?
No mission statement for the fund is provided. See mission & focus areas ↑
How do I apply for a grant from The Waltie Fund?
The foundation states that it makes contributions only to preselected charitable organizations and does not accept unsolicited requests. Eligibility and process details are in the grantmaking section of this profile. See how to apply ↑
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 2020–2025.
Does The Waltie Fund accept unsolicited proposals?
No, according to Grantable's research on the foundation's published guidelines. See how to apply ↑
Data last updated October 2026. Sourced from IRS Form 990-PF filings. Research dossier generated September 2026.
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 15, 2026)
- IRS filings on file for fiscal years 2020–2024
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Figures come from The Waltie Fund's IRS filings (methodology). AI-written summaries, news items and logos are not covered by the open licence. Spot an error? Email hello@grantable.co.
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