W Walton Decd Charitable Trust
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
4
-33.3% YoY
Avg Grant Size
$3K
+4.2% YoY
About W Walton Decd Charitable Trust
Based on IRS filings
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.
Ready to take the next step with W Walton Decd Charitable Trust?
Geographic Focus
Where this funder awards grants
Grant Distribution by State
States
Cities
Financial History
Multi-year comparison from IRS filings
| 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
No grants recorded for .
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 |
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Data last updated April 2026. Sourced from IRS Form 990-PF filings.
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