Walsh Fund Trust
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.
Walsh Fund Trust at a glance
In short: Walsh Fund Trust gave $7K across 5 grants in 2025 (avg $1K), mostly in South Dakota. Source: 2025 IRS Form 990-PF.
- Annual giving (2025)
- $7,250
- +3.6% vs 2024
- Grants made (2025)
- 5
- +0.0% vs 2024
- Average grant
- $1,450
- +3.6% vs 2024
- Median grant
- $1,000
- Total assets
- $119,935
- +0.2% vs 2024
- Primary geography
- South Dakota (50% 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 Walsh Fund Trust funds
How this funder distributes its grants
Top Recipients
Top 5 recipients in 2025
The largest 2025 recipient was Red Cloud Indian School Co Director ($4K). Together the top 5 received $7K.
Grant Size Distribution
28 grants across all recorded years
The most common grant size was under $50K: 28 grants of 28 (100%).
Geographic Focus
Where this funder awards grants
Grant Distribution by State
Share of 2025 grant dollars across all 5 itemized grants.
Cities
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.
Giving History
Giving Over Time
Total grant dollars and number of grants per year
From 2020 to 2025, annual grant giving ranged from $7K (2020) to $9K (2021). In 2025 it made 5 grants totaling $7K.
Grants by year
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| Red Cloud Indian School Co Director Pine Ridge, SD | General | $3,625 |
| Greenwich Emergency Medical Service Inc Greenwich, CT | General | $1,500 |
| Pathways Inc Greenwich, CT | General | $1,000 |
| Greenwich Hospital Foundation Cos Cob, CT | General | $875 |
| Postpartum Resource Center West Islip, NY | General | $250 |
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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 | $119,935 | $9,413 | $9,244 | $7,250 | 5 | $7,250 | $7,151 | $7,652 |
| 2024 | $119,747 | $13,172 | $9,640 | $7,000 | 5 | $7,000 | $11,234 | $7,222 |
| 2023 | $115,924 | $22,293 | $8,577 | $6,840 | 5 | $6,840 | $20,556 | $6,666 |
| 2022 | $102,458 | $3,536 | $9,125 | $7,200 | 5 | $7,200 | $1,892 | $7,153 |
| 2021 | $108,060 | $14,759 | $10,583 | $8,675 | 8 | $8,675 | $13,022 | $7,934 |
| 2020 | $103,881 | $7,838 | $8,718 | $6,725 | 5 | — | $5,850 | $7,092 |
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.
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). Falling short in one year is not a violation: foundations have until the end of the next year to meet the minimum.
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.
Data update history
(7)
When this profile's IRS filing data changed on Grantable
- Updated Form 990-PF for fiscal year 2020 (received by the IRS April 7, 2021)
- Updated Form 990-PF for fiscal year 2021 (received by the IRS May 11, 2022)
- Updated Form 990-PF for fiscal year 2022 (received by the IRS May 12, 2023)
- Updated Form 990-PF for fiscal year 2023 (received by the IRS May 10, 2024)
- Updated Form 990-PF for fiscal year 2024 (received by the IRS May 12, 2025)
- Added Form 990-PF for fiscal year 2025 (received by the IRS May 14, 2026)
- IRS filings on file for fiscal years 2020–2024
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