Walton Foundation for Independence logo

Walton Foundation for Independence

Foundation · Grantmaker Augusta, GA EIN: 58-2408395 Website

Charitable fund raising for affiliated nonprofit corporations.

Key facts about Walton Foundation for Independence

EIN
58-2408395
Latest 990 filing
Form 990, 2025

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

Financial Overview

From 2025 IRS Form 990 · View filing

Total Assets

—

-100.0% YoY

Revenue

—

-100.0% YoY

Net Investment Income

—

-100.0% YoY

Expenses

—

-100.0% YoY

About Walton Foundation for Independence

Based on IRS filings

Walton Foundation for Independence is a nonprofit organization focused on Health, based in Augusta, GA. IRS filing data is available from 2019 through 2025.

Focus Areas

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Geographic Focus

Where this funder awards grants

Grant Distribution by State

1state

States

Cities

Augusta

Giving Over Time

Total grant dollars and number of grants per year

$0$50K$100K$150K$200K2 grants20191 grants20210 grants20220 grants20230 grants20240 grants2025

Grant Insights

How this funder distributes its grants

Top Recipients

Top 0 recipients in 2025

Grant Size Distribution

1 grants across all recorded years

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

Giving History

Grant recipients and amounts by year

No grants recorded for 2025.

Financial History

Multi-year comparison from IRS filings

Revenue
Expenses
Qualifying Distributions
Net Investment Income
$0$200K$400K$600K201920212022202320242025
Metric202520242023
Total Assets—$2,134,201$3,657,919
Revenue—$152,814$271,427
Expenses—$11,585$28,262
Qualifying Distributions———
Net Investment Income—$120,761$180,319
Distributable Amount———

Data update history

When this profile's IRS filing data changed on Grantable

  1. Added Form 990 for fiscal year 2019 (received by the IRS May 15, 2020)
  2. Updated Form 990 for fiscal year 2021 (received by the IRS May 16, 2022)
  3. Added Form 990 for fiscal year 2025 (received by the IRS May 15, 2026)

Leadership & Key People

Officers and directors from IRS filings

Walton Foundation for Independence is led by Brad Merry, Chairman since 2022 (on filings since 2019); none of the 11 officers listed in 2025 report compensation.

Officers on the 2025 filing

  • Brad Merry

    Chairman

    Director → Vice Chairman, 2021

    Vice Chairman → Chairman, 2022

    On filings since 2019

    No compensation reported

  • Devane Batchelor

    Director

    On filings since 2019

    No compensation reported

  • Phil S. Harison Jr.

    Director

    On filings since 2019

    No compensation reported

  • Valerie Kimmel

    Director

    On filings since 2019

    No compensation reported

  • James Heffner

    Director

    On filings since 2023

    No compensation reported

  • Rose Lawas-Smith

    Director

    On filings since 2023

    No compensation reported

  • Clay Ward

    Past Chairman

    Chairman → Past Chairman, 2021

    On filings since 2019

    No compensation reported

  • Nicholas C. Dickinson II

    Vice Chairman

    Director → Vice Chairman, 2022

    On filings since 2019

    No compensation reported

  • Phil Brigham

    Past Chair

    Vice Chairman → Chairman, 2021

    Chairman → Past Chair, 2022

    On filings since 2019

    No compensation reported

  • Tiffany Clifford

    Executive Di

    Auxilary Member → Auxiliary Me, 2023

    Auxiliary Me → Executive Di, 2024

    On filings since 2019

    No compensation reported

  • Michael Thurman

    Secretary-Tr

    Director → Secretary-Tr, 2022

    On filings since 2021

    No compensation reported

Former officers (16)
  • Former: Cara Knollenberg (2021–2023) — Executive Di
  • Former: Dawn C. Jones (2019–2022) — Director
  • Former: Condor F. McCollum (2019–2021) — Director
  • Former: Donald L. Shapiro (2019–2021) — Director
  • Former: Jim Thompson (2019–2021) — Director
  • Former: Rick D. Busby (2019–2021) — Director
  • Former: Judy Smith (2021) — Director
  • Former: Bobby Walker (2019) — Director
  • Former: Cara Crawford (2019) — Executive Director
  • Former: Gail Patty (2019) — Director
  • Former: James Thrash (2019) — Director
  • Former: Joann Hatcher (2019) — Director
  • Former: Kandace Layton (2019) — Director of Development
  • Former: Mark Crawford (2019) — Sports & Liesure Coordinator
  • Former: Michael W. Pope (2019) — Director
  • Former: W. L. M. Knox Jr. (2019) — Director

Data from IRS Form 990 filings, 2019–2025. "On filings since" is the earliest filing we hold that lists the person; hours are average hours per week as reported.

Frequently asked questions about Walton Foundation for Independence

What is Walton Foundation for Independence?

Walton Foundation for Independence is a nonprofit organization focused on Health, based in Augusta, GA. It holds — in total assets as of 2025.

Where does Walton Foundation for Independence operate?

Walton Foundation for Independence has awarded grants in Georgia.

What is Walton Foundation for Independence's EIN?

Walton Foundation for Independence's EIN (Employer Identification Number) is 58-2408395. IRS Form 990 filing data is available on this page for 2019–2025.

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

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