Walton Electric Trust Inc

Foundation · Grantmaker Monroe, GA EIN: 58-2351746

Walton Electric Trust Inc is a public charity based in Monroe, Georgia. Formed in 1997, it accumulates and disburses funds for charitable purposes in the service area of Walton EMC.

Key facts about Walton Electric Trust Inc

In short: Walton Electric Trust Inc gave $877K across 63 grants in 2025 (avg $14K), mostly in Georgia. Source: 2025 IRS Form 990.

EIN
58-2351746
Latest 990 filing
Form 990, 2025
Annual giving (2025)
$876,903
Grants made (2025)
63
Average grant
$13,919
Median grant
$10,000
Total assets
$5,772,040
Primary geography
Georgia (75% of itemized 2025 grant dollars)

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

Financial Overview

From 2025 IRS Form 990 · View filing

Total Assets

$5.8M

+6.8% YoY

Annual Giving

$877K

-24.5% YoY

Grant Count

63

-18.2% YoY

Avg Grant Size

$14K

-7.7% YoY

How Walton Electric Trust Inc gives

  • 38% of 2025 grantees were also funded in 2024. Method
  • Giving held roughly steady from 2022 to 2025 (−15%). Method

Estimate from itemized grant lists in IRS Form 990 filings (2025). Recipient names are matched across years, so a renamed or misspelled grantee can look new; grants to individuals are left out. Methodology.

Research compiled by Grantable AI from public sources. Last updated September 2026.

Mission & Focus Areas

The trust’s stated purpose is “to accumulate and disburse funds for charitable purposes in the service area of Walton EMC.”

Its 2025 grants show support for varied charitable work. For example, Cherokee Gun Club says its mission is to provide a safe place for gun use and promote gun-safety education. Hi-Hope Service Center says it provides services to empower people with intellectual and developmental disabilities. Streetwise Georgia says it provides emergency food and clothing assistance, while Across the Bridge says it provides outreach and services for people in addiction recovery.

Grantmaking

In filing year 2025, the trust reported 63 grants totaling $876,903. Grants ranged from $5,088 to $206,102, with a median of $10,000.

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Geographic Focus

Where this funder awards grants

The trust states that its charitable purpose serves the service area of Walton EMC. In 2025, 75% of grant dollars went to recipients in Georgia. The reported breakdown also lists Wisconsin and New York at 1% each, and an unspecified recipient state at 24%.

Grant Distribution by State

4states

Share of all 63 itemized 2025 grant dollars.

Cities

AthensLoganvilleWatkinsvilleMonroeLawrencevileLawrencevilleAtlantaSnellvilleLilburnMadisonBogartRoswellWinderSocial CircleGainesvilleStathamAugustaDuluthGraysonSuwanee

Giving Over Time

Total grant dollars and number of grants per year

$0$500K$1M$1.5M12 grants202057 grants202165 grants202242 grants202377 grants202463 grants2025

Grant Insights

How this funder distributes its grants

Top Recipients

Top 10 recipients in 2025

Other Charitable Organizations: $206KOther Charitable Organizations$206KWalnut Grove Elementary School: $26KWalnut Grove Elementary School$26KWalker Park Elementary School: $22KWalker Park Elementary School$22KPartee Elementary School: $19KPartee Elementary School$19KCherokee Gun Club: $18KCherokee Gun Club$18KMending the Gap: $18KMending the Gap$18KSalvation Army: $18KSalvation Army$18KShepard's Staff Ministries: $18KShepard's Staff Ministries$18KUniversity of Georgia: $18KUniversity of Georgia$18KAmerican Red Cross of Nega: $18KAmerican Red Cross of Nega$18K

Grant Size Distribution

304 grants across all recorded years

298<$50K1$50–100K1$100–250K4$250–500K$500K–1M$1–5M$5M+

Giving History

Grant recipients and amounts by year

RecipientPurposeAmount
OTHER CHARITABLE ORGANIZATIONS —$206,102
WALNUT GROVE ELEMENTARY SCHOOL Suwanee, GA—$25,581
WALKER PARK ELEMENTARY SCHOOL Monroe, GA—$21,961
PARTEE ELEMENTARY SCHOOL Snellville, GA—$18,707
CHEROKEE GUN CLUB Gainesville, GA—$18,247
MENDING THE GAP Lawrenceville, GA—$18,000
SALVATION ARMY Athens, GA—$18,000
SHEPARD'S STAFF MINISTRIES Loganville, GA—$18,000
UNIVERSITY OF GEORGIA Athens, GA—$18,000
AMERICAN RED CROSS OF NEGA Watkinsville, GA—$17,500

Financial History

Multi-year comparison from IRS filings

Filing year Assets Revenue Expenses Grants
2025 $5,772,040 $1,799,997 $1,430,774 $876,903
2024 $5,402,817 $1,651,566 $1,656,972 $1,161,405
2023 $5,408,223 $1,708,351 $1,323,029 $906,964
Revenue
Expenses
Qualifying Distributions
Net Investment Income
$0$1M$2M$3M202020212022202320242025
Metric202520242023
Total Assets$5,772,040$5,402,817$5,408,223
Revenue$1,799,997$1,651,566$1,708,351
Expenses$1,430,774$1,656,972$1,323,029
Qualifying Distributions———
Net Investment Income$264,985$120,857$18,512
Distributable Amount———

Data update history

When this profile's IRS filing data changed on Grantable

  1. Updated Form 990 for fiscal year 2020 (received by the IRS May 17, 2021)
  2. Updated Form 990 for fiscal year 2021 (received by the IRS May 16, 2022)
  3. Updated Form 990 for fiscal year 2022 (received by the IRS April 12, 2023)
  4. Updated Form 990 for fiscal year 2023 (received by the IRS April 25, 2024)
  5. Updated Form 990 for fiscal year 2024 (received by the IRS April 21, 2025)
  6. Added Form 990 for fiscal year 2025 (received by the IRS May 15, 2026)

Leadership & Key People

Leadership team and compensation from IRS filings

The 2025 filing lists:

  • David Foy — Chairman
  • Ed Pollard — Vice Chair
  • Patti Ruiz — Treasurer
  • Glenn George — Director
  • Deedra Leach — Director
  • Henry Hibbs — Director
  • Nancy Abbott — Director
  • Janice Knight — Director
  • Debbie Fowler — Director
  • Cindy Haddon — Director

Walton Electric Trust Inc is led by David Foy, Chairman since 2025 (on filings since 2020); none of the 13 officers listed in 2025 report compensation.

Officers on the 2025 filing

  • David Foy

    Chairman

    Secretary → Vice Chairman, 2023

    Vice Chairman → Chairman, 2025

    On filings since 2020

    2 hrs/week

    No compensation reported

  • Deedra Leach

    Director

    Director → Treasurer, 2021

    Treasurer → Director, 2022

    On filings since 2020

    1 hr/week

    No compensation reported

  • Glenn George

    Director

    Vice Chairman → Chairman, 2022

    Chairman → Director, 2023

    On filings since 2020

    1 hr/week

    No compensation reported

  • Nancy Abbott

    Director

    On filings since 2020

    1 hr/week

    No compensation reported

  • Henry Hibbs

    Director

    On filings since 2021

    1 hr/week

    No compensation reported

  • Janice Knight

    Director

    On filings since 2022

    1 hr/week

    No compensation reported

  • Debbie Fowler

    Director

    On filings since 2023

    1 hr/week

    No compensation reported

  • Cindy Haddon

    Director

    On filings since 2024

    1 hr/week

    No compensation reported

  • Penny Warren

    Director

    On filings since 2024

    1 hr/week

    No compensation reported

  • Kylie Myers

    Director

    New on the 2025 filing

    1 hr/week

    No compensation reported

  • Ed Pollard

    Vice Chairman

    Director → Secretary, 2023

    Secretary → Vice Chairman, 2025

    On filings since 2021

    2 hrs/week

    No compensation reported

  • Patti Ruiz

    Treasurer

    Director → Treasurer, 2023

    On filings since 2022

    2 hrs/week

    No compensation reported

  • Bill Ross

    Secretary

    Director → Secretary, 2025

    On filings since 2024

    2 hrs/week

    No compensation reported

Former officers (15)
  • Former: William Feldkamp (2020–2024) — Director - R
  • Former: Don Hardison (2020–2023) — Director
  • Former: Pat Roesler (2022–2023) — Director
  • Former: Stephanie Higgins Partial (2023) — Director
  • Former: Sylvia Byrd Partial (2023) — Director
  • Former: Sylvia Byrd (2020–2022) — Director
  • Former: Gloria Berry (2021–2022) — Director
  • Former: Stephanie Higgins (2022) — Treasurer
  • Former: Ken Graff (2020–2021) — Director
  • Former: Rita Knudsen (2020–2021) — Director
  • Former: Latasha Archer (2021) — Director
  • Former: Brenda Brown (2020) — Treasurer
  • Former: David Williams (2020) — Director
  • Former: Elbert Rivers (2020) — Director
  • Former: John Hall (2020) — Director

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.

Contact

Mailing address: PO Box 260, Monroe, GA 30655-0260
Phone: (770) 267-2505

Frequently asked questions about Walton Electric Trust Inc

How much does Walton Electric Trust Inc give each year?

Walton Electric Trust Inc gave $877K across 63 grants in 2025, according to its 2025 IRS Form 990. In 2024 it gave $1.2M across 77 grants.

What is Walton Electric Trust Inc's typical grant size?

Walton Electric Trust Inc's median grant in 2025 was $10,000, and its average grant was $13,919, across 63 grants on its 2025 IRS Form 990.

Where does Walton Electric Trust Inc give grants?

Walton Electric Trust Inc gives mostly in Georgia: 75% of the grant dollars itemized on its 2025 IRS Form 990 went to recipients there. The most frequent recipient cities were Athens, GA (10 grants), Watkinsville, GA (8 grants), Loganville, GA (7 grants) and Lawrenceville, GA (5 grants).

Who are Walton Electric Trust Inc's largest grantees?

Walton Electric Trust Inc's largest 2025 grantees include Other Charitable Organizations ($206,102), Walnut Grove Elementary School ($25,581) and Walker Park Elementary School ($21,961), according to its 2025 IRS Form 990. Together they received 29% of its itemized 2025 grant dollars.

How large is Walton Electric Trust Inc?

Walton Electric Trust Inc reported $5.8M in total assets on its 2025 IRS Form 990. Its revenue that year was $1.8M.

What does Walton Electric Trust Inc fund?

The trust’s stated purpose is “to accumulate and disburse funds for charitable purposes in the service area of Walton EMC.” Its 2025 grants show support for varied charitable work. For example, Cherokee Gun Club says its mission is to provide a safe place for gun use and promote gun-safety education. Hi-Hope Service Center says it provides services to empower people with intellectual and developmental disabilities. Streetwise Georgia says it provides emergency food and clothing assistance, whil…

How do I apply for a grant from Walton Electric Trust Inc?

In filing year 2025, the trust reported 63 grants totaling $876,903. Grants ranged from $5,088 to $206,102, with a median of $10,000. Among the largest reported grants were $206,102 to “Other Charitable Organizations” (recipient details not listed), $25,581 to Walnut Grove Elementary School in Suwanee, Georgia, and $21,961 to Walker Park Elementary School in Monroe, Georgia. Other notable grants included $18,247 to Cherokee Gun Club in Gainesville, $18,000 each to Mending the Gap in Lawrencevil…

What is Walton Electric Trust Inc's EIN?

Walton Electric Trust Inc's EIN (Employer Identification Number) is 58-2351746. IRS Form 990 filing data is available on this page for 2020–2025.

Data last updated September 2026. Sourced from IRS Form 990 filings. Research dossier generated September 2026.

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