Walter Endowment Fund Tai

MILWAUKEE, WI EIN: 33-6022674

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

+0.0% YoY

Avg Grant Size

$86K

+11.7% YoY

Under IRS private-foundation payout rules, Walter Endowment Fund Tai reported a distributable amount of $90K for 2024 — the minimum it must pay out in qualifying distributions.

About Walter Endowment Fund Tai

Based on IRS filings

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Geographic Focus

Where this funder awards grants

Grant Distribution by State

California $313K (100%)

States

California

Cities

San Diego

Financial History

Multi-year comparison from IRS filings

Revenue

Expenses

Qualifying Distributions

Net Investment Income

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

Among its reported 2024 grants, the largest include San Diego State University ($85,985).

Recipient	Purpose	Amount
SAN DIEGO STATE UNIVERSITY SAN DIEGO, CA	GENERAL OPERATING	$85,985

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

Frequently Asked Questions

How large is Walter Endowment Fund Tai?

As of 2024, Walter Endowment Fund Tai holds $2.0M in total assets with $439K in annual revenue. It awarded 1 grants totaling $86K in 2024.

Where does Walter Endowment Fund Tai operate?

Walter Endowment Fund Tai has awarded grants in California.

What size grants does Walter Endowment Fund Tai award?

In 2024, Walter Endowment Fund Tai awarded 1 grants totaling $86K — an average of about $86K per grant, based on its IRS Form 990 filings.

How much is Walter Endowment Fund Tai required to give away each year?

Private foundations must generally distribute about 5% of their assets annually. For 2024, Walter Endowment Fund Tai reported a distributable amount of $90K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.