W Walton Decd Charitable Trust

MILWAUKEE, WI EIN: 93-0432836

W Walton Decd Charitable Trust is a private foundation, based in MILWAUKEE, WI. IRS filing data is available from 2021 through 2025. As of 2025, the organization holds $338K in total assets. In 2025, it awarded 4 grants totaling $13K. Net investment income was $26K.

Financial Overview

From 2025 IRS Form 990-PF · View filing

Total Assets

$338K

+3.3% YoY

Annual Giving

$13K

-30.6% YoY

Grant Count

-33.3% YoY

Avg Grant Size

$3K

+4.2% YoY

Under IRS private-foundation payout rules, W Walton Decd Charitable Trust reported a distributable amount of $20K for 2025 — the minimum it must pay out in qualifying distributions.

About W Walton Decd Charitable Trust

Based on IRS filings

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Geographic Focus

Where this funder awards grants

Grant Distribution by State

Oregon $92K (100%)

States

Oregon

Cities

MilwaukieSalemTurner

Financial History

Multi-year comparison from IRS filings

Revenue

Expenses

Qualifying Distributions

Net Investment Income

Metric	2025	2024	2023
Total Assets	$338,367	$327,545	$339,184
Revenue	$31,495	$14,077	$12,520
Expenses	$20,665	$25,714	$27,367
Qualifying Distributions	$14,685	$20,149	$21,185
Net Investment Income	$25,634	$8,178	$6,918
Distributable Amount	$19,847	$18,649	$18,062

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 2025

Grant Size Distribution

36 grants across all recorded years

Giving History

Grant recipients and amounts by year

Among its reported 2025 grants, the largest include Salem Free Clinics ($5,000), B-17 Alliance Museum & Restoration Hanga ($2,500), Willamette University ($2,500).

Recipient	Purpose	Amount
SALEM FREE CLINICS SALEM, OR	GENERAL OPERATING	$5,000
B-17 Alliance Museum & Restoration Hanga SALEM, OR	GENERAL OPERATING	$2,500
WILLAMETTE UNIVERSITY SALEM, OR	GENERAL OPERATING	$2,500
FAMILY BUILDING BLOCKS INC SALEM, OR	GENERAL OPERATING	$2,500

Leadership & Key People

Officers and directors from IRS filings

Compensation Overview

From 2025 IRS filing

From 2025 filing

Name	Title	Hours	Compensation
US BANK N A	TRUSTEE	1	$6,318

Frequently Asked Questions

How large is W Walton Decd Charitable Trust?

As of 2025, W Walton Decd Charitable Trust holds $338K in total assets with $31K in annual revenue. It awarded 4 grants totaling $13K in 2025.

Where does W Walton Decd Charitable Trust operate?

W Walton Decd Charitable Trust has awarded grants in Oregon.

What size grants does W Walton Decd Charitable Trust award?

In 2025, W Walton Decd Charitable Trust awarded 4 grants totaling $13K — an average of about $3K per grant, based on its IRS Form 990 filings.

How much is W Walton Decd Charitable Trust required to give away each year?

Private foundations must generally distribute about 5% of their assets annually. For 2025, W Walton Decd Charitable Trust reported a distributable amount of $20K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.

What is W Walton Decd Charitable Trust's EIN?

W Walton Decd Charitable Trust's EIN (Employer Identification Number) is 93-0432836. IRS Form 990 filing data is available on this page for 2021–2025.