Walsh Fund Trust

Foundation · Grantmaker Macomb, IL EIN: 42-6052697

Walsh Fund Trust is a private foundation, based in Macomb, IL. IRS filing data is available from 2020 through 2025. As of 2025, the organization holds $120K in total assets. In 2025, it awarded 5 grants totaling $7K. Net investment income was $7K.

Key facts about Walsh Fund Trust

In short: Walsh Fund Trust gave $7K across 5 grants in 2025 (avg $1K), mostly in South Dakota. Source: 2025 IRS Form 990-PF.

EIN
42-6052697
Latest 990 filing
Form 990-PF, 2025
Annual giving (2025)
$7,250
Grants made (2025)
5
Average grant
$1,450
Median grant
$1,000
Total assets
$119,935
Primary geography
South Dakota (50% of itemized 2025 grant dollars)

Data from IRS Form 990-PF, 2025; updated September 2026.

Financial Overview

From 2025 IRS Form 990-PF · View filing

Total Assets

$120K

+0.2% YoY

Annual Giving

$7K

+3.6% YoY

Grant Count

5

+0.0% YoY

Avg Grant Size

$1K

+3.6% YoY

Under IRS private-foundation payout rules, Walsh Fund Trust reported a distributable amount of $8K for 2025 — the minimum it must pay out in qualifying distributions.

How Walsh Fund Trust gives

  • Giving held roughly steady from 2022 to 2025 (+1%). Method
  • In 2025 it paid out 95% 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.

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Geographic Focus

Where this funder awards grants

Grant Distribution by State

3states

Share of all 5 itemized 2025 grant dollars.

Cities

GreenwichCos CobPine RidgeWest Islip

Giving Over Time

Total grant dollars and number of grants per year

$0$2.5K$5K$7.5K$10K5 grants20208 grants20215 grants20225 grants20235 grants20245 grants2025

Grant Insights

How this funder distributes its grants

Top Recipients

Top 5 recipients in 2025

Red Cloud Indian School Co Director: $4KRed Cloud Indian School CoDirector$4KGreenwich Emergency Medical Service Inc: $2KGreenwich Emergency MedicalService Inc$2KPathways Inc: $1KPathways Inc$1KGreenwich Hospital Foundation: $875Greenwich Hospital Foundation$875Postpartum Resource Center: $250Postpartum Resource Center$250

Grant Size Distribution

28 grants across all recorded years

28<$50K$50–100K$100–250K$250–500K$500K–1M$1–5M$5M+

Giving History

Grant recipients and amounts by year

RecipientPurposeAmount
RED CLOUD INDIAN SCHOOL CO DIRECTOR Pine Ridge, SDGENERAL$3,625
GREENWICH EMERGENCY MEDICAL SERVICE INC Greenwich, CTGENERAL$1,500
PATHWAYS INC Greenwich, CTGENERAL$1,000
GREENWICH HOSPITAL FOUNDATION Cos Cob, CTGENERAL$875
POSTPARTUM RESOURCE CENTER West Islip, NYGENERAL$250

Financial History

Multi-year comparison from IRS filings

Revenue
Expenses
Qualifying Distributions
Net Investment Income
$0$10K$20K$30K202020212022202320242025
Metric202520242023
Total Assets$119,935$119,747$115,924
Revenue$9,413$13,172$22,293
Expenses$9,244$9,640$8,577
Qualifying Distributions$7,250$7,000$6,840
Net Investment Income$7,151$11,234$20,556
Distributable Amount$7,652$7,222$6,666

Data update history

When this profile's IRS filing data changed on Grantable

  1. Updated Form 990-PF for fiscal year 2020 (received by the IRS April 7, 2021)
  2. Updated Form 990-PF for fiscal year 2021 (received by the IRS May 11, 2022)
  3. Updated Form 990-PF for fiscal year 2022 (received by the IRS May 12, 2023)
  4. Updated Form 990-PF for fiscal year 2023 (received by the IRS May 10, 2024)
  5. Updated Form 990-PF for fiscal year 2024 (received by the IRS May 12, 2025)
  6. Updated Form 990-PF for fiscal year 2025 (received by the IRS May 14, 2026)
  7. Added Form 990-PF for fiscal year 2025 (received by the IRS May 14, 2026)
  8. IRS filings on file for fiscal years 2020–2024

Leadership & Key People

Officers and directors from IRS filings

Walsh Fund Trust is led by David Lundry Jr., Co-Trustee on every filing since 2020 — the only officer listed, and uncompensated.

Officers on the 2025 filing

  • David Lundry Jr.

    Co-Trustee

    On filings since 2020

    1 hr/week

    No compensation reported

Former officers (1)
  • Former: MidAmerica National Bank (2020–2024) — Co-Trustee

Data from IRS Form 990 filings, 2020–2025. "On filings since" is the earliest filing we hold that lists the person; hours are average hours per week as reported.

Frequently asked questions about Walsh Fund Trust

How much does Walsh Fund Trust give each year?

Walsh Fund Trust gave $7K across 5 grants in 2025, according to its 2025 IRS Form 990-PF. In 2024 it gave $7K across 5 grants.

What is Walsh Fund Trust's typical grant size?

Walsh Fund Trust's median grant in 2025 was $1,000, and its average grant was $1,450, across 5 grants on its 2025 IRS Form 990-PF.

Where does Walsh Fund Trust give grants?

Walsh Fund Trust gives mostly in South Dakota: 50% of the grant dollars itemized on its 2025 IRS Form 990-PF went to recipients there. The next largest state was Connecticut (47%). The most frequent recipient cities were Greenwich, CT (2 grants).

Does Walsh Fund Trust give general operating support?

Yes: 100% of Walsh Fund Trust's 2025 grants with a stated purpose (5 of 5) were for general or operating support, per its 2025 IRS Form 990-PF.

Who are Walsh Fund Trust's largest grantees?

Walsh Fund Trust's largest 2025 grantees include Red Cloud Indian School Co Director ($3,625), Greenwich Emergency Medical Service Inc ($1,500) and Pathways Inc ($1,000), according to its 2025 IRS Form 990-PF. Together they received 84% of its itemized 2025 grant dollars.

How large is Walsh Fund Trust?

Walsh Fund Trust reported $120K in total assets on its 2025 IRS Form 990-PF. It paid out $7K in qualifying distributions that year, against a required minimum of $8K (roughly 5% of its investment assets).

What is Walsh Fund Trust's EIN?

Walsh Fund Trust's EIN (Employer Identification Number) is 42-6052697. IRS Form 990 filing data is available on this page for 2020–2025.

Data last updated September 2026. Sourced from IRS Form 990-PF filings.

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