The Waltman Trust
The Waltman Trust is a nonprofit organization, based in Jay, OK. IRS filing data is available from 2020 through 2021. As of 2021, the organization holds $278K in total assets. In 2021, it awarded 4 grants totaling $16K. Net investment income was $5K.
Key facts about The Waltman Trust
- EIN
- 73-6324106
- Latest 990 filing
- Form 990-PF, 2021
- Annual giving (2021)
- $16,124
- Grants made (2021)
- 4
- Average grant
- $4,031
- Median grant
- $3,800
- Total assets
- $278,299
- Primary geography
- Oklahoma (78% of itemized 2021 grant dollars)
Data from IRS Form 990-PF, 2021; updated April 2026.
Who The Waltman Trust funds
By grant dollars, the top recipient states for The Waltman Trust's 4 itemized 2021 grants were Oklahoma (78%) and Arkansas (22%). The most frequent recipient cities were Jay, OK (2 grants). None of its 4 grants with a stated purpose were described as general or operating support.
Next steps with The Waltman Trust
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Financial Overview
From 2021 IRS Form 990-PF · View filing
Total Assets
$278K
-2.1% YoY
Annual Giving
$16K
+0.0% YoY
Grant Count
4
+0.0% YoY
Avg Grant Size
$4K
+0.0% YoY
About The Waltman Trust
Based on IRS filings
The Waltman Trust is a nonprofit organization, based in Jay, OK. IRS filing data is available from 2020 through 2021. As of 2021, the organization holds $278K in total assets. In 2021, it awarded 4 grants totaling $16K. Net investment income was $5K.
Ready to take the next step with The Waltman Trust?
Geographic Focus
Where this funder awards grants
Grant Distribution by State
Share of all 4 itemized 2021 grant dollars.
Cities
Financial History
Multi-year comparison from IRS filings
| Metric | 2021 | 2020 |
|---|---|---|
| Total Assets | $278,299 | $284,206 |
| Revenue | $11,067 | $11,790 |
| Expenses | $16,974 | $17,312 |
| Qualifying Distributions | — | — |
| Net Investment Income | $4,782 | — |
| Distributable Amount | — | — |
Data update history
When this profile's IRS filing data changed on Grantable
- IRS filings on file for fiscal years 2020–2021
Giving Over Time
Total grant dollars and number of grants per year
Grant Insights
How this funder distributes its grants
Top Recipients
Top 4 recipients in 2021
Grant Size Distribution
8 grants across all recorded years
Giving History
Grant recipients and amounts by year
Among its reported 2021 grants, the largest recipients include Neo Am College ($8,024), Zena Fire Department ($4,100), University of Arkansas ($3,500).
| Recipient | Purpose | Amount |
|---|---|---|
| NEO AM COLLEGE Miami, OK | SCHOLARSHIPS | $8,024 |
| ZENA FIRE DEPARTMENT Jay, OK | CONTRIBUTION FOR EQUIPMENT | $4,100 |
| UNIVERSITY OF ARKANSAS Fayetteville, AR | SCHOLARSHIPS | $3,500 |
| ZENA CEMETERY Jay, OK | CONTRIBUTION FOR MAINTENANCE | $500 |
Leadership & Key People
Officers and directors from IRS filings
Compensation Overview
No officer or director reported compensation in the available filings.
From 2021 IRS filing
| Name | Title | Hours | Compensation |
|---|---|---|---|
| Tim Caswell | Trustee | 5 | — |
| Danny Ray Viles | Trustee | 5 | — |
Frequently Asked Questions
How large is The Waltman Trust?
As of 2021, The Waltman Trust holds $278K in total assets with $11K in annual revenue. It awarded 4 grants totaling $16K in 2021.
Where does The Waltman Trust operate?
The Waltman Trust has awarded grants in Arkansas, Oklahoma.
What size grants does The Waltman Trust award?
In 2021, The Waltman Trust awarded 4 grants totaling $16K — an average of about $4K per grant, based on its IRS Form 990 filings.
What is The Waltman Trust's EIN?
The Waltman Trust's EIN (Employer Identification Number) is 73-6324106. IRS Form 990 filing data is available on this page for 2020–2021.
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Data last updated April 2026. Sourced from IRS Form 990-PF filings.