Walton R Etal Trs Walton Fam Fnd-agy
Walton R Etal TRS Walton Family Fnd-Agy is a private foundation based in Pittsburgh, Pennsylvania. Established in 1997, the foundation operates as a 501(c)(3) organization with the primary purpose of making grants to charitable organizations.
Financial Overview
From 2024 IRS Form 990-PF · View filing
Total Assets
$4.5M
+2.4% YoY
Annual Giving
$320K
-1.5% YoY
Grant Count
38
+8.6% YoY
Avg Grant Size
$8K
-9.3% YoY
Under IRS private-foundation payout rules, Walton R Etal Trs Walton Fam Fnd-agy reported a distributable amount of $257K for 2024 — the minimum it must pay out in qualifying distributions.
Mission & Focus Areas
The foundation primarily funds general operating and general operating purposes for its grantees. The foundation supports a diverse range of charitable causes across different sectors.
Grantmaking
The foundation awards grants for general operating support and general operating purposes.
Grant Types
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Geographic Focus
Where this funder awards grants
The foundation has demonstrated funding activity in Pennsylvania and beyond, with grants to organizations in multiple states including Florida and New York.
Grant Distribution by State
States
Cities
Financial History
Multi-year comparison from IRS filings
- Total Assets: $4,477,208
- Total Revenues: $452,217
- Total Expenses: $342,506
- Investment Income and Dividends: $141,419
- Number of Employees: 0
| Metric | 2024 | 2023 | 2022 |
|---|---|---|---|
| Total Assets | $4,477,208 | $4,371,833 | $4,300,931 |
| Revenue | $452,217 | $414,194 | $415,533 |
| Expenses | $342,506 | $347,594 | $412,478 |
| Qualifying Distributions | $326,153 | $329,735 | $399,015 |
| Net Investment Income | $434,248 | $392,396 | $393,559 |
| Distributable Amount | $256,932 | $242,045 | $245,270 |
Giving Over Time
Total grant dollars and number of grants per year
Grant Insights
How this funder distributes its grants
Top Recipients
Top 10 recipients in 2024
Grant Size Distribution
156 grants across all recorded years
Giving History
Grant recipients and amounts by year
Among its reported 2024 grants, the largest include The Grant Foundation ($60,000), Eric Carle Museum of Picture Book Art in ($20,000), Onteora Historic Preservation Trust ($20,000).
| Recipient | Purpose | Amount |
|---|---|---|
| THE GRANT FOUNDATION FORT LAUDERDALE, FL | GENERAL OPERATING | $60,000 |
| CORNUCOPIA VIROQUA, WI | GENERAL OPERATING | $10,000 |
| BIRDNOTE ASHEVILLE, NC | GENERAL OPERATING | $5,000 |
| NEW JERSEY CONSERVATION FDN FAR HILLS, NJ | GENERAL OPERATING | $2,500 |
| CONEMAUGH VALLEY CONSERVANCY JOHNSTOWN, PA | GENERAL OPERATING | $5,000 |
| MIGHTY WRITERS PHILADELPHIA, PA | GENERAL OPERATING | $2,000 |
| ERIC CARLE MUSEUM OF PICTURE BOOK ART IN AMHERST, MA | GENERAL OPERATING | $20,000 |
| THE IRISH REPERTORY THEATRE NEW YORK, NY | GENERAL OPERATING | $5,000 |
| ROCKING THE BOAT BRONX, NY | GENERAL OPERATING | $2,000 |
| CONSERVATION FOUNDATION OF THE GULF COAS OSPREY, FL | GENERAL OPERATING | $5,000 |
Leadership & Key People
Officers and directors from IRS filings
Compensation Overview
From 2024 IRS filing
From 2024 filing
| Name | Title | Hours | Compensation |
|---|---|---|---|
| FARLEY WALTON WHETZEL | TRUSTEE | 5 | — |
| MARY TAYLOR CURLEY | TRUSTEE | 1 | — |
| JAMES M WALTON | TRUSTEE | 5 | — |
| WILLIAM C WALTON | TRUSTEE | 1 | — |
Subject Areas
Focus areas based on grantmaking activity
Frequently Asked Questions
What does Walton R Etal Trs Walton Fam Fnd-agy fund?
The foundation primarily funds general operating and general operating purposes for its grantees. The foundation supports a diverse range of charitable causes across different sectors.
How do I apply for a grant from Walton R Etal Trs Walton Fam Fnd-agy?
**Grant Activity (2024)** • Total grants made: 25 grants • Total grant amount: $301,500 • Notable recent grants include: • The Grant Foundation: $60,000 (General Operating) • Onteora Historic Preservation Trust: $20,000 (General Operating) • Tanzanian Childrens Fund: $18,000 (General Operating) • Ligonier Valley Historical Society: Amount not specified (General Support) **Grant Types** The foundation awards grants for general operating support and general operating purposes.
Where does Walton R Etal Trs Walton Fam Fnd-agy make grants?
The foundation has demonstrated funding activity in Pennsylvania and beyond, with grants to organizations in multiple states including Florida and New York.
What size grants does Walton R Etal Trs Walton Fam Fnd-agy award?
In 2024, Walton R Etal Trs Walton Fam Fnd-agy awarded 38 grants totaling $320K — an average of about $8K per grant, based on its IRS Form 990 filings.
How much is Walton R Etal Trs Walton Fam Fnd-agy required to give away each year?
Private foundations must generally distribute about 5% of their assets annually. For 2024, Walton R Etal Trs Walton Fam Fnd-agy reported a distributable amount of $257K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.
What is Walton R Etal Trs Walton Fam Fnd-agy's EIN?
Walton R Etal Trs Walton Fam Fnd-agy's EIN (Employer Identification Number) is 25-6568399. IRS Form 990 filing data is available on this page for 2020–2024.
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Data last updated June 2026. Sourced from IRS Form 990-PF filings. Research dossier generated April 2026.
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