Walker Charitable Trust is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in VENICE, FL. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $13.6M in total assets. In 2024, it awarded 14 grants totaling $1.1M. Net investment income was $651K.
Financial Overview
From 2024 IRS Form 990-PF · View filing
Total Assets
$13.6M
-5.1% YoY
Annual Giving
$1.1M
+11.6% YoY
Grant Count
14
+16.7% YoY
Avg Grant Size
$79K
-4.3% YoY
Under IRS private-foundation payout rules, Walker Charitable Trust reported a distributable amount of $1.2M for 2024 — the minimum it must pay out in qualifying distributions.
About Walker Charitable Trust
Based on IRS filings
Walker Charitable Trust is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in VENICE, FL. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $13.6M in total assets. In 2024, it awarded 14 grants totaling $1.1M. Net investment income was $651K.
Focus Areas
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Geographic Focus
Where this funder awards grants
Grant Distribution by State
Cities
Financial History
Multi-year comparison from IRS filings
| Metric | 2024 | 2023 | 2022 |
|---|---|---|---|
| Total Assets | $13,585,215 | $14,317,456 | $12,620,414 |
| Revenue | $866,881 | $2,514,630 | $634,841 |
| Expenses | $1,296,221 | $1,110,377 | $1,080,474 |
| Qualifying Distributions | $1,108,976 | $993,661 | $955,749 |
| Net Investment Income | $650,557 | $2,386,149 | $545,576 |
| Distributable Amount | $1,169,162 | $1,034,512 | $1,050,645 |
Giving Over Time
Total grant dollars and number of grants per year
Grant Insights
How this funder distributes its grants
Top Recipients
Top 10 recipients in 2024
Grant Size Distribution
55 grants across all recorded years
Giving History
Grant recipients and amounts by year
Among its reported 2024 grants, the largest include Paul's Pantry ($668,893), Wisconsin Medical College ($192,695), Risen Savior Lutheran ($35,000).
| Recipient | Purpose | Amount |
|---|---|---|
| CHRIST EVANGELICAL LUTHERAN CHURCH PEWAUKEE, WI | UNRESTRICTED | $25,000 |
| EMANUEL LUTHERAN CHURCH NEW LONDON, WI | UNRESTRICTED | $30,000 |
| FROSTY SNOWMOBILE CLUB INC LAND O LAKES, WI | UNRESTRICTED | $25,000 |
| GREATER GREEN BAY HABITAT FOR HUMANITY GREEN BAY, WI | UNRESTRICTED | $10,000 |
| JAPAN SUMMER (MISSION TRIP) ORLANDO, FL | UNRESTRICTED | $2,000 |
| MARTIN LUTHER COLLEGE NEW ULM, MN | UNRESTRICTED | $25,000 |
| NEIGHBORWORKS GREEN BAY, WI | UNRESTRICTED | $10,000 |
| ON THE MARK DYSLEXIA CLINIC GREEN BAY, WI | UNRESTRICTED | $10,000 |
| PAUL'S PANTRY GREEN BAY, WI | UNRESTRICTED | $668,893 |
| RISEN SAVIOR LUTHERAN MILWAUKEE, WI | UNRESTRICTED | $35,000 |
Leadership & Key People
Officers and directors from IRS filings
Compensation Overview
From 2024 IRS filing
From 2024 filing
| Name | Title | Hours | Compensation |
|---|---|---|---|
| LORI SCHULZ | TRUSTEE | 2 | — |
| MARCUS SCHULZ | TRUSTEE | 2 | — |
| CRAIG ROBBINS | TRUSTEE | 1 | — |
| MICHAEL D WILLIS | TRUSTEE | 4 | $800 |
Subject Areas
Focus areas based on grantmaking activity
Frequently Asked Questions
What is Walker Charitable Trust?
Walker Charitable Trust is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in VENICE, FL. It holds $13.6M in total assets as of 2024.
How large is Walker Charitable Trust?
As of 2024, Walker Charitable Trust holds $13.6M in total assets with $867K in annual revenue. It awarded 14 grants totaling $1.1M in 2024.
Where does Walker Charitable Trust operate?
Walker Charitable Trust has awarded grants in Florida, Illinois, Minnesota, Missouri, New York, Wisconsin.
What size grants does Walker Charitable Trust award?
In 2024, Walker Charitable Trust awarded 14 grants totaling $1.1M — an average of about $79K per grant, based on its IRS Form 990 filings.
How much is Walker Charitable Trust required to give away each year?
Private foundations must generally distribute about 5% of their assets annually. For 2024, Walker Charitable Trust reported a distributable amount of $1.2M on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.
What is Walker Charitable Trust's EIN?
Walker Charitable Trust's EIN (Employer Identification Number) is 27-1036148. IRS Form 990 filing data is available on this page for 2020–2024.
Explore Open Grants
Browse active grant opportunities in Walker Charitable Trust's focus areas in our free grants database
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Data last updated April 2026. Sourced from IRS Form 990-PF filings.
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