Walton Est Finley L Residuary Tw
Walton Est Finley L Residuary Tw is a private foundation, based in SAINT LOUIS, MO. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $4.2M in total assets. In 2024, it awarded 6 grants totaling $225K. Net investment income was $156K.
Financial Overview
From 2024 IRS Form 990-PF · View filing
Total Assets
$4.2M
-1.6% YoY
Annual Giving
$225K
+0.0% YoY
Grant Count
6
+0.0% YoY
Avg Grant Size
$38K
+0.0% YoY
Under IRS private-foundation payout rules, Walton Est Finley L Residuary Tw reported a distributable amount of $238K for 2024 — the minimum it must pay out in qualifying distributions.
About Walton Est Finley L Residuary Tw
Based on IRS filings
Walton Est Finley L Residuary Tw is a private foundation, based in SAINT LOUIS, MO. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $4.2M in total assets. In 2024, it awarded 6 grants totaling $225K. Net investment income was $156K.
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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 | $4,151,084 | $4,219,605 | $4,387,913 |
| Revenue | $214,895 | $120,420 | $196,245 |
| Expenses | $287,505 | $283,937 | $310,459 |
| Qualifying Distributions | $232,107 | $231,811 | $247,075 |
| Net Investment Income | $155,997 | $79,699 | $140,986 |
| Distributable Amount | $237,819 | $221,038 | $233,951 |
Giving Over Time
Total grant dollars and number of grants per year
Grant Insights
How this funder distributes its grants
Top Recipients
Top 6 recipients in 2024
Grant Size Distribution
32 grants across all recorded years
Giving History
Grant recipients and amounts by year
Among its reported 2024 grants, the largest include Episcopal Divinity School ($37,500), Thomas Jefferson University ($37,500), Church Farm School ($37,500).
| Recipient | Purpose | Amount |
|---|---|---|
| EPISCOPAL DIVINITY SCHOOL NEW YORK, NY | GENERAL OPERATING | $37,500 |
| THOMAS JEFFERSON UNIVERSITY PHILADELPHIA, PA | GENERAL OPERATING | $37,500 |
| CHURCH FARM SCHOOL EXTON, PA | GENERAL OPERATING | $37,500 |
| ALL SAINTS CHURCH WYNNEWOOD, PA | GENERAL OPERATING | $37,500 |
| WILLS EYE INSTITUTE PHILADELPHIA, PA | GENERAL OPERATING | $37,500 |
| SHRINERS HOSPITALS FOR CHILDREN TAMPA, FL | GENERAL OPERATING | $37,500 |
Leadership & Key People
Officers and directors from IRS filings
Compensation Overview
From 2024 IRS filing
From 2024 filing
| Name | Title | Hours | Compensation |
|---|---|---|---|
| WELLS FARGO BANK N A | TRUSTEE | 1 | $60,046 |
Frequently Asked Questions
How large is Walton Est Finley L Residuary Tw?
As of 2024, Walton Est Finley L Residuary Tw holds $4.2M in total assets with $215K in annual revenue. It awarded 6 grants totaling $225K in 2024.
Where does Walton Est Finley L Residuary Tw operate?
Walton Est Finley L Residuary Tw has awarded grants in Florida, New York, Pennsylvania.
What size grants does Walton Est Finley L Residuary Tw award?
In 2024, Walton Est Finley L Residuary Tw awarded 6 grants totaling $225K — an average of about $38K per grant, based on its IRS Form 990 filings.
How much is Walton Est Finley L Residuary Tw required to give away each year?
Private foundations must generally distribute about 5% of their assets annually. For 2024, Walton Est Finley L Residuary Tw reported a distributable amount of $238K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.
What is Walton Est Finley L Residuary Tw's EIN?
Walton Est Finley L Residuary Tw's EIN (Employer Identification Number) is 23-6461463. IRS Form 990 filing data is available on this page for 2020–2024.
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Data last updated April 2026. Sourced from IRS Form 990-PF filings.
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