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.
W Walton Decd Charitable Trust at a glance
In short: W Walton Decd Charitable Trust gave $13K across 4 grants in 2025 (avg $3K), mostly in Oregon. Source: 2025 IRS Form 990-PF.
- Annual giving (2025)
- $12,500
- -30.6% vs 2024
- Grants made (2025)
- 4
- -33.3% vs 2024
- Average grant
- $3,125
- +4.2% vs 2024
- Median grant
- $2,500
- Total assets
- $338,367
- +3.3% vs 2024
- Primary geography
- Oregon (100% of itemized 2025 grant dollars)
- Latest 990 filing
- Form 990-PF, 2025 View filing
Data from IRS Form 990-PF, 2025; updated September 2026.
Who W Walton Decd Charitable Trust funds
How this funder distributes its grants
Top Recipients
Top 4 recipients in 2025
The largest 2025 recipient was Salem Free Clinics ($5K). Together the top 4 received $13K.
Grant Size Distribution
36 grants across all recorded years
The most common grant size was under $50K: 36 grants of 36 (100%).
Geographic Focus
Where this funder awards grants
Grant Distribution by State
Share of 2025 grant dollars across all 4 itemized grants.
States
Cities
How W Walton Decd Charitable Trust gives
- Giving fell 44% from 2022 to 2025. Method
- In 2025 it paid out 74% of its IRS minimum distribution (the 5% rule). Foundations have until the end of the next year to meet it. Method
From the foundation's IRS Form 990-PF filings. Methodology.
Giving History
Giving Over Time
Total grant dollars and number of grants per year
From 2021 to 2025, annual grant giving ranged from $13K (2025) to $23K (2022). In 2025 it made 4 grants totaling $13K.
Grants by year
Grant recipients and amounts by year
| 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 |
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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 | $338,367 | $31,495 | $20,665 | $12,500 | 4 | $14,685 | $25,634 | $19,847 |
| 2024 | $327,545 | $14,077 | $25,714 | $18,000 | 6 | $20,149 | $8,178 | $18,649 |
| 2023 | $339,184 | $12,520 | $27,367 | $19,000 | 10 | $21,185 | $6,918 | $18,062 |
| 2022 | $354,031 | $38,190 | $31,790 | $22,500 | 9 | $24,891 | $31,148 | $21,340 |
| 2021 | $347,650 | $20,724 | $28,677 | $19,500 | 7 | — | $14,009 | $20,997 |
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.
Leadership & Key People
Officers and directors from IRS filings
W Walton Decd Charitable Trust's only listed officer is US Bank N A, Trustee on every filing since 2024 (compensated).
Officers on the 2025 filing
US Bank N A
Trustee
On filings since 2024
1 hr/week
$6K (2024) → $6K (2025)
Former officers (1)
- Former: US Bank (2021–2023) — Trustee
Data from IRS Form 990 filings, 2021–2025. "On filings since" is the earliest filing we hold that lists the person; hours are average hours per week as reported.
Compensation Overview
From 2025 IRS filing
The highest reported compensation on the 2025 filing was $6K, to US Bank N a (Trustee).
Frequently asked questions about W Walton Decd Charitable Trust
How much does W Walton Decd Charitable Trust give each year?
W Walton Decd Charitable Trust gave $13K across 4 grants in 2025, according to its 2025 IRS Form 990-PF. In 2024 it gave $18K across 6 grants.
What is W Walton Decd Charitable Trust's typical grant size?
W Walton Decd Charitable Trust's median grant in 2025 was $2,500, and its average grant was $3,125, across 4 grants on its 2025 IRS Form 990-PF.
Where does W Walton Decd Charitable Trust give grants?
W Walton Decd Charitable Trust gives mostly in Oregon: 100% of the grant dollars itemized on its 2025 IRS Form 990-PF went to recipients there. The most frequent recipient cities were Salem, OR (4 grants).
Does W Walton Decd Charitable Trust give general operating support?
Yes: 100% of W Walton Decd Charitable Trust's 2025 grants with a stated purpose (4 of 4) were for general or operating support, per its 2025 IRS Form 990-PF.
How large is W Walton Decd Charitable Trust?
W Walton Decd Charitable Trust reported $338K in total assets on its 2025 IRS Form 990-PF. It paid out $15K in qualifying distributions that year, against a required minimum of $20K (roughly 5% of its investment assets). Falling short in one year is not a violation: foundations have until the end of the next year to meet the minimum.
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.
Data last updated September 2026. Sourced from IRS Form 990-PF filings.
Data update history
(1)
When this profile's IRS filing data changed on Grantable
- IRS filings on file for fiscal years 2021–2025
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