Walters Foundation is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in SANTA BARBARA, CA. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $3.0M in total assets. In 2024, it awarded 17 grants totaling $337K. Net investment income was $268K.
Financial Overview
From 2024 IRS Form 990-PF · View filing
Total Assets
$3.0M
-2.5% YoY
Annual Giving
$337K
+118.8% YoY
Grant Count
17
+0.0% YoY
Avg Grant Size
$20K
+118.8% YoY
Under IRS private-foundation payout rules, Walters Foundation reported a distributable amount of $218K for 2024 — the minimum it must pay out in qualifying distributions.
About Walters Foundation
Based on IRS filings
Walters Foundation is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in SANTA BARBARA, CA. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $3.0M in total assets. In 2024, it awarded 17 grants totaling $337K. Net investment income was $268K.
Focus Areas
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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 | $3,025,708 | $3,102,058 | $3,186,385 |
| Revenue | $302,112 | $187,455 | $230,248 |
| Expenses | $453,027 | $276,782 | $248,434 |
| Qualifying Distributions | $415,873 | $239,361 | $208,627 |
| Net Investment Income | $268,445 | $152,300 | $194,681 |
| Distributable Amount | $218,121 | $188,860 | $202,224 |
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 2024
Grant Size Distribution
68 grants across all recorded years
Open Grants
1 open opportunity from Walters Foundation
Giving History
Grant recipients and amounts by year
Among its reported 2024 grants, the largest include The Coquille Public Library ($118,830), Virginia Garcia Memorial Health Center ($60,000), Center for Community Counseling ($25,000).
| Recipient | Purpose | Amount |
|---|---|---|
| CHILDREN'S CENTER OREGON CITY, OR | ASSIST WITH ASSESSMENT PROGRAM PROVIDING TIMELY, COMPASSIONATE, AND COMPREHENSIVE MEDICAL ASSESSMENT FOR 400+ CHILDREN ANNUALLY. | $10,000 |
| FINANCIAL BEGINNINGS OREGON PORTLAND, OR | FUNDS WILL BE USED TO TEACH FINANCIAL EDUCATION SPECIFICALLY THROUGHOUT THE PORTLAND METRO AREA. | $10,000 |
| SMART READING PORTLAND, OR | FUNDS WILL BE USED TO DEVELOP VIDEOS FOR FUNDRAISING PURPOSES AND SHOWING THE MERGER WITH THE CHILDREN'S ORGANIZATION. | $15,000 |
| PORTLAND RESCUE MISSION PORTLAND, OR | IN FURTHERANCE OF 501(C)(3) EXEMPT PURPOSE | $10,000 |
| CHELSEA HICKS FOUNDATION TUALATIN, OR | IN FURTHERANCE OF 501(C)(3) EXEMPT PURPOSE | $15,000 |
| THE COQUILLE PUBLIC LIBRARY COQUILLE, OR | IN FURTHERANCE OF 501(C)(3) EXEMPT PURPOSE | $118,830 |
| MAURICE LUCAS FOUNDATION LAKE OSWEGO, OR | IN FURTHERANCE OF 501(C)(3) EXEMPT PURPOSE | $10,000 |
| CASA PORTLAND PORTLAND, OR | IN FURTHERANCE OF 501(C)(3) EXEMPT PURPOSE | $5,000 |
| COMMUNITY TRANSITION SCHOOL PORTLAND, OR | IN FURTHERANCE OF 501(C)(3) EXEMPT PURPOSE | $4,000 |
| KATHYS PLACE PORTLAND, OR | IN FURTHERANCE OF 501(C)(3) EXEMPT PURPOSE | $15,000 |
Leadership & Key People
Officers and directors from IRS filings
Compensation Overview
From 2024 IRS filing
From 2024 filing
| Name | Title | Hours | Compensation |
|---|---|---|---|
| CLIFFORD WALTERS | PRESIDENT | 8 | $3,500 |
| RANDAL UNTERSEHER | VICE PRESIDENT | 8 | $23,000 |
| TAMBERLY COUCH | SECRETARY/TREASURER | 0.5 | $17,000 |
| WENDY OLSEN | BOARD MEMBER | 0.5 | — |
| SUE NEAL | BOARD MEMBER | 0.5 | — |
| PAUL EMERSON | BOARD MEMBER | 0.5 | — |
Subject Areas
Focus areas based on grantmaking activity
Frequently Asked Questions
What is Walters Foundation?
Walters Foundation is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in SANTA BARBARA, CA. It holds $3.0M in total assets as of 2024.
How large is Walters Foundation?
As of 2024, Walters Foundation holds $3.0M in total assets with $302K in annual revenue. It awarded 17 grants totaling $337K in 2024.
Where does Walters Foundation operate?
Walters Foundation has awarded grants in California, Oregon.
What size grants does Walters Foundation award?
In 2024, Walters Foundation awarded 17 grants totaling $337K — an average of about $20K per grant, based on its IRS Form 990 filings.
How much is Walters Foundation required to give away each year?
Private foundations must generally distribute about 5% of their assets annually. For 2024, Walters Foundation reported a distributable amount of $218K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.
What is Walters Foundation's EIN?
Walters Foundation's EIN (Employer Identification Number) is 93-1280994. IRS Form 990 filing data is available on this page for 2020–2024.
Explore Open Grants
Browse active grant opportunities in Walters Foundation's focus areas in our free grants database
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Data last updated April 2026. Sourced from IRS Form 990-PF filings.
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