Walter Endowment Fund Tai
Walter Endowment Fund Tai is a private foundation, based in MILWAUKEE, WI. IRS filing data is available from 2021 through 2024. As of 2024, the organization holds $2.0M in total assets. In 2024, it awarded 1 grants totaling $86K. Net investment income was $412K.
Financial Overview
From 2024 IRS Form 990-PF · View filing
Total Assets
$2.0M
+19.2% YoY
Annual Giving
$86K
+11.7% YoY
Grant Count
1
+0.0% YoY
Avg Grant Size
$86K
+11.7% YoY
About Walter Endowment Fund Tai
Based on IRS filings
Walter Endowment Fund Tai is a private foundation, based in MILWAUKEE, WI. IRS filing data is available from 2021 through 2024. As of 2024, the organization holds $2.0M in total assets. In 2024, it awarded 1 grants totaling $86K. Net investment income was $412K.
Ready to take the next step with Walter Endowment Fund Tai?
Geographic Focus
Where this funder awards grants
Grant Distribution by State
States
Cities
Financial History
Multi-year comparison from IRS filings
| Metric | 2024 | 2023 | 2022 |
|---|---|---|---|
| Total Assets | $2,005,513 | $1,682,114 | $1,746,927 |
| Revenue | $438,741 | $46,037 | $158,153 |
| Expenses | $113,987 | $107,327 | $98,116 |
| Qualifying Distributions | $89,649 | $84,370 | $75,289 |
| Net Investment Income | $412,181 | $39,615 | $133,139 |
| Distributable Amount | $89,847 | $92,256 | $104,446 |
Giving Over Time
Total grant dollars and number of grants per year
Grant Insights
How this funder distributes its grants
Top Recipients
Top 1 recipients in 2024
Grant Size Distribution
4 grants across all recorded years
Giving History
Grant recipients and amounts by year
No grants recorded for .
Leadership & Key People
Officers and directors from IRS filings
Compensation Overview
From 2024 IRS filing
From 2024 filing
| Name | Title | Hours | Compensation |
|---|---|---|---|
| US BANK N A | TRUSTEE | 1 | $26,148 |
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Data last updated April 2026. Sourced from IRS Form 990-PF filings.
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