Walton Est Finley L Residuary Tw

SAINT LOUIS, MO EIN: 23-6461463

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

+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

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Geographic Focus

Where this funder awards grants

Grant Distribution by State

Pennsylvania $745K (67%)

Florida $186K (17%)

New York $186K (17%)

States

Florida New York Pennsylvania

Cities

ExtonNew YorkPhiladelphiaTampaWynnewood

Financial History

Multi-year comparison from IRS filings

Revenue

Expenses

Qualifying Distributions

Net Investment Income

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.