Walker Charitable Trust
Walker Charitable Trust is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in Venice, FL. IRS filing data is available from 2019 through 2025. As of 2025, the organization holds $13.0M in total assets. In 2025, it awarded 10 grants totaling $1.1M. Net investment income was $627K.
Key facts about Walker Charitable Trust
In short: Walker Charitable Trust gave $1.1M across 10 grants in 2025 (avg $114K), mostly in Wisconsin. 0% of 2025 grantees were new. Source: 2025 IRS Form 990-PF.
- EIN
- 27-1036148
- Latest 990 filing
- Form 990-PF, 2025
- Annual giving (2025)
- $1,135,706
- Grants made (2025)
- 10
- Average grant
- $113,571
- Median grant
- $27,500
- New grantees (estimate)
- 0% first-time grantees (0 of 10, 2025)
- Total assets
- $13,048,564
- Primary geography
- Wisconsin (97% of itemized 2025 grant dollars)
Data from IRS Form 990-PF, 2025; updated September 2026. New grantees are estimated by matching recipient names across years (methodology).
Financial Overview
From 2025 IRS Form 990-PF · View filing
Total Assets
$13.0M
-4.0% YoY
Annual Giving
$1.1M
+2.4% YoY
Grant Count
10
-28.6% YoY
Avg Grant Size
$114K
+43.4% YoY
Under IRS private-foundation payout rules, Walker Charitable Trust reported a distributable amount of $1.3M for 2025 — the minimum it must pay out in qualifying distributions.
Is Walker Charitable Trust open to new grantees?
0%
first-time grantees, 2025
In 2025, 0 of 10 grantees (0%) were first-time recipients. How we count
- 100% of 2025 grantees were also funded in 2024. Method
- Giving held roughly steady from 2022 to 2025 (+19%). Method
- In 2025 it paid out 84% of its IRS minimum distribution (the 5% rule). Foundations have until the end of the next year to meet it. Method
Estimate from itemized grant lists in IRS Form 990-PF filings (2019–2025). Recipient names are matched across years, so a renamed or misspelled grantee can look new; grants to individuals are left out. Methodology.
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Geographic Focus
Where this funder awards grants
Grant Distribution by State
Share of all 10 itemized 2025 grant dollars.
Cities
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 2025
Grant Size Distribution
57 grants across all recorded years
Giving History
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| PAUL'S PANTRY Green Bay, WI | UNRESTRICTED | $708,574 |
| WISCONSIN MEDICAL COLLEGE Milwaukee, WI | UNRESTRICTED | $179,632 |
| EMANUEL LUTHERAN CHURCH New London, WI | UNRESTRICTED | $100,000 |
| WINDSOR MISSION CHURCH Windsor, WI | UNRESTRICTED | $50,000 |
| WOUNDED WARRIORS IN ACTION FOUNDATION Apollo Beach, FL | UNRESTRICTED | $30,000 |
| CHRIST EVANGELICAL LUTHERAN CHURCH Pewaukee, WI | UNRESTRICTED | $25,000 |
| ON THE MARK DYSLEXIA CLINIC Green Bay, WI | UNRESTRICTED | $15,000 |
| GREATER GREEN BAY HABITAT FOR HUMANITY Green Bay, WI | UNRESTRICTED | $10,000 |
| NEIGHBORWORKS Green Bay, WI | UNRESTRICTED | $10,000 |
| FROSTY SNOWMOBILE CLUB INC Land O Lakes, WI | UNRESTRICTED | $7,500 |
Financial History
Multi-year comparison from IRS filings
| Metric | 2025 | 2024 | 2023 |
|---|---|---|---|
| Total Assets | $13,048,564 | $13,585,215 | $14,317,456 |
| Revenue | $622,014 | $866,881 | $2,514,630 |
| Expenses | $1,287,719 | $1,296,221 | $1,110,377 |
| Qualifying Distributions | $1,137,052 | $1,108,976 | $993,661 |
| Net Investment Income | $627,132 | $650,557 | $2,386,149 |
| Distributable Amount | $1,348,516 | $1,169,162 | $1,034,512 |
Data update history
When this profile's IRS filing data changed on Grantable
- Added Form 990-PF for fiscal year 2019 (received by the IRS August 13, 2020)
- Added Form 990-PF for fiscal year 2025 (received by the IRS August 4, 2026)
- IRS filings on file for fiscal years 2020–2024
Leadership & Key People
Officers and directors from IRS filings
Walker Charitable Trust's 2025 filing lists 4 officers; 2 of 4 officers listed in 2025 are compensated.
Officers on the 2025 filing
Lori Schulz
Trustee
On filings since 2019
2 hrs/week
$200 (2019) → $400 (2025)
Marcus Schulz
Trustee
On filings since 2019
2 hrs/week
$200 (2019) → $400 (2025)
Michael D. Willis
Trustee
On filings since 2019
4 hrs/week
$6K (2019) → $0 (2025)
Craig Robbins
Trustee
On filings since 2019
1 hr/week
No compensation reported
Data from IRS Form 990 filings, 2019–2025. "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
Frequently asked questions about Walker Charitable Trust
How much does Walker Charitable Trust give each year?
Walker Charitable Trust gave $1.1M across 10 grants in 2025, according to its 2025 IRS Form 990-PF. In 2024 it gave $1.1M across 14 grants.
What is Walker Charitable Trust's typical grant size?
Walker Charitable Trust's median grant in 2025 was $27,500, and its average grant was $113,571, across 10 grants on its 2025 IRS Form 990-PF.
Where does Walker Charitable Trust give grants?
Walker Charitable Trust gives mostly in Wisconsin: 97% of the grant dollars itemized on its 2025 IRS Form 990-PF went to recipients there. The most frequent recipient cities were Green Bay, WI (4 grants).
Does Walker Charitable Trust give general operating support?
Yes: 100% of Walker Charitable Trust's 2025 grants with a stated purpose (10 of 10) were for general or operating support, per its 2025 IRS Form 990-PF.
Who are Walker Charitable Trust's largest grantees?
Walker Charitable Trust's largest 2025 grantees include Paul's Pantry ($708,574), Wisconsin Medical College ($179,632) and Emanuel Lutheran Church ($100,000), according to its 2025 IRS Form 990-PF. Together they received 87% of its itemized 2025 grant dollars.
How large is Walker Charitable Trust?
Walker Charitable Trust reported $13.0M in total assets on its 2025 IRS Form 990-PF. It paid out $1.1M in qualifying distributions that year, against a required minimum of $1.3M (roughly 5% of its investment assets).
What is Walker Charitable Trust?
Walker Charitable Trust is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in Venice, FL. It holds $13.0M in total assets as of 2025.
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 2019–2025.
Data last updated September 2026. Sourced from IRS Form 990-PF filings.
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