The Waltman Trust

Grantmaker Jay, OK EIN: 73-6324106

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.

The Waltman Trust at a glance

In short: The Waltman Trust gave $16K across 4 grants in 2021 (avg $4K), mostly in Oklahoma. Source: 2021 IRS Form 990 filing.

Annual giving (2021)
$16,124
+0.0% vs 2020
Grants made (2021)
4
+0.0% vs 2020
Average grant
$4,031
+0.0% vs 2020
Median grant
$3,800
Total assets
$278,299
-2.1% vs 2020
Primary geography
Oklahoma (78% of itemized 2021 grant dollars)
Latest 990 filing
Form 990 filing, 2021 View filing

Data from IRS Form 990 filing, 2021; updated September 2026.

Who The Waltman Trust funds

How this funder distributes its grants

Top Recipients

Top 4 recipients in 2021

Neo Am College: $8KNeo Am College$8KZena Fire Department: $4KZena Fire Department$4KUniversity of Arkansas: $4KUniversity of Arkansas$4KZena Cemetery: $500Zena Cemetery$500

The largest 2021 recipient was Neo Am College ($8K). Together the top 4 received $16K.

Grant Size Distribution

8 grants across all recorded years

8<$50K$50–100K$100–250K$250–500K$500K–1M$1–5M$5M+

The most common grant size was under $50K: 8 grants of 8 (100%).

Geographic Focus

Where this funder awards grants

Grant Distribution by State

2states

Share of 2021 grant dollars across all 4 itemized grants.

Cities

JayFayettevilleMiami

Giving History

Giving Over Time

Total grant dollars and number of grants per year

$0$5K$10K$15K$20K4 grants2020 4 grants2021

From 2020 to 2021, annual grant giving ranged from $16K (2020) to $16K (2021). In 2021 it made 4 grants totaling $16K.

Grants by year

Grant recipients and amounts by year

RecipientPurposeAmount
Neo Am College Miami, OKScholarships$8,024
Zena Fire Department Jay, OKContribution for Equipment$4,100
University of Arkansas Fayetteville, ARScholarships$3,500
Zena Cemetery Jay, OKContribution for Maintenance$500
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Financial History

Multi-year comparison from IRS filings

Figures from IRS filings, by filing year
Filing yearTotal AssetsRevenueExpensesGrants paidGrantsNet Investment Income
2021$278,299$11,067$16,974$16,1244$4,782
2020$284,206$11,790$17,312$16,1244—

Leadership & Key People

Officers and directors from IRS filings

The Waltman Trust's 2021 filing lists 2 officers; none of the 2 officers listed in 2021 report compensation.

Officers on the 2021 filing

  • Danny Ray Viles

    Trustee

    On filings since 2020

    5 hrs/week

    No compensation reported

  • Tim Caswell

    Trustee

    On filings since 2020

    5 hrs/week

    No compensation reported

Data from IRS Form 990 filings, 2020–2021. "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 Waltman Trust

How much does The Waltman Trust give each year?

The Waltman Trust gave $16K across 4 grants in 2021, according to its 2021 IRS Form 990 filing. In 2020 it gave $16K across 4 grants.

What is The Waltman Trust's typical grant size?

The Waltman Trust's median grant in 2021 was $3,800, and its average grant was $4,031, across 4 grants on its 2021 IRS Form 990 filing.

Where does The Waltman Trust give grants?

The Waltman Trust gives mostly in Oklahoma: 78% of the grant dollars itemized on its 2021 IRS Form 990 filing went to recipients there. The next largest state was Arkansas (22%). The most frequent recipient cities were Jay, OK (2 grants).

Does The Waltman Trust give general operating support?

Not in 2021: none of the 4 grants with a stated purpose on The Waltman Trust's 2021 IRS Form 990 filing were described as general or operating support.

How large is The Waltman Trust?

The Waltman Trust reported $278K in total assets on its 2021 IRS Form 990 filing. Its revenue that year was $11K.

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.

Data last updated September 2026. Sourced from IRS Form 990 filings.

Data update history

(1)

When this profile's IRS filing data changed on Grantable

  1. IRS filings on file for fiscal years 2020–2021

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The filing figures on this page are open data under CC BY 4.0. About GrantGraph Open

Figures come from The Waltman Trust'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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