Walton Lincoln Trust Ochr

BROOKLYN, OH EIN: 01-6019960

Financial Overview

From 2025 IRS Form 990-PF

Total Assets

$966K

-7.0% YoY

Annual Giving

$97K

+123.4% YoY

Grant Count

1

+0.0% YoY

Avg Grant Size

$97K

+123.4% YoY

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Financial History

Multi-year comparison from IRS filings

Revenue
Expenses
Qualifying Distributions
Net Investment Income
$0$49K$98K$147K$195K202020212022202320242025
Metric202520242023
Total Assets$965,896$1,038,558$1,015,181
Revenue$27,269$68,737$-4,382
Expenses$99,921$45,356$53,307
Qualifying Distributions$98,232$44,665$52,642
Net Investment Income$26,526$68,045$17,053
Distributable Amount$51,168$46,627$44,707

Giving Over Time

Total grant dollars and number of grants per year

$0$24K$48K$73K$97K1 grants20201 grants20211 grants20221 grants20231 grants20241 grants2025

Grant Insights

How this funder distributes its grants

Top Recipients

Top 1 recipients in 2025

TOWN OF MT VERNON$97K

Grant Size Distribution

6 grants across all recorded years

4<$50K2$50–100K$100–250K$250–500K$500K–1M$1–5M$5M+

Giving History

Grant recipients and amounts by year

No grants recorded for .

Who else does Walton Lincoln Trust Ochr fund?

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Key People

Officers and directors from IRS filings

Compensation Overview

From 2025 IRS filing

KEYBANK N ATRUSTEE$991

From 2025 filing

NameTitleHoursCompensation
KEYBANK N ATRUSTEE1$991

Geographic Focus

Where this funder has awarded grants

Grant Distribution by State

1states

States

Cities

Mt Vernon

Data last updated March 2026. Sourced from IRS Form 990-PF filings.

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