Walton R Etal TRS Walton Fam Fnd-Agy

Private foundation · Grantmaker Pittsburgh, PA EIN: 25-6568399

Walton R Etal TRS Walton Fam Fnd-Agy is a private foundation based in Pittsburgh, Pennsylvania. Its 2024 IRS filing reports grants to charitable organizations, with grantmaking that year including support for arts, conservation, education, health, and community organizations.

Walton R Etal TRS Walton Fam Fnd-Agy at a glance

In short: Walton R Etal TRS Walton Fam Fnd-Agy gave $320K across 38 grants in 2024 (avg $8K), top state Pennsylvania. 37% of 2024 grantees were new. Source: 2024 IRS Form 990-PF.

Annual giving (2024)
$320,000
-1.5% vs 2023
Grants made (2024)
38
+8.6% vs 2023
Average grant
$8,421
-9.3% vs 2023
Median grant
$5,000
Total assets
$4,477,208
+2.4% vs 2023
New grantees (estimate)
37% first-time grantees (14 of 38, 2024)
Primary geography
Pennsylvania (28% of itemized 2024 grant dollars)
Latest 990 filing
Form 990-PF, 2024 View filing

Data from IRS Form 990-PF, 2024; updated October 2026. New grantees are estimated by matching recipient names across years (methodology).

How to apply to Walton R Etal TRS Walton Fam Fnd-Agy

Accepts unsolicited proposals
No
How to Apply

The foundation does not accept unsolicited requests for funds and states that it makes contributions only to preselected charitable organizations.

Contact

Mailing address: PO Box 185, Pittsburgh, PA 15230-0185
Phone: (412) 234-5436

Application details from Grantable's research on the foundation's public materials; confirm on its website before applying.

Who Walton R Etal TRS Walton Fam Fnd-Agy funds

How this funder distributes its grants

Top Recipients

Top 10 recipients in 2024

The Grant Foundation: $60KThe Grant Foundation$60KEric Carle Museum of Picture Book Art IN: $20KEric Carle Museum of PictureBook Art IN$20KOnteora Historic Preservation Trust: $20KOnteora Historic PreservationTrust$20KTanzanian Childrens Fund: $18KTanzanian Childrens Fund$18KPittsburgh Muskoka Foundation: $15KPittsburgh Muskoka Foundation$15KMagee-Womens Research Institute: $15KMagee-Womens ResearchInstitute$15KInitiative: $15KInitiative$15KCornucopia: $10KCornucopia$10KWildlife Conservation Network: $10KWildlife Conservation Network$10KFriends of the Wissahickon: $10KFriends of the Wissahickon$10K

The largest 2024 recipient was The Grant Foundation ($60K). Together the top 10 received $193K.

Grant Size Distribution

156 grants across all recorded years

151<$50K4$50–100K1$100–250K$250–500K$500K–1M$1–5M$5M+

The most common grant size was under $50K: 151 grants of 156 (97%).

Geographic Focus

Where this funder awards grants

The 2024 grants went to organizations in multiple states. Pennsylvania received 28% of grant dollars, Florida 23%, Massachusetts 12%, New York 10%, and California 8%.

Grant Distribution by State

21states

Share of 2024 grant dollars across all 38 itemized grants.

Cities

PittsburghPhiladelphiaLigonierNew YorkCambridgeCoconut CreekFort LauderdaleKenilworthSan FranciscoAmherstBozemanPattersonPortlandPrescottConshohockenGladstoneLaughlintownOspreySanta FeAsheville

Is Walton R Etal TRS Walton Fam Fnd-Agy open to new grantees?

37%

first-time grantees, 2024

In 2024, 14 of 38 grantees (37%) were first-time recipients. First grants averaged $6K; repeat grants $10K. How we count

Medians: $5K first-time, $5K repeat.

  • 55% of 2024 grantees were also funded in 2023. Method
  • Giving held roughly steady from 2021 to 2024 (+0%). Method
  • In 2024 it paid out 127% of its IRS minimum distribution (the 5% rule). Method

Estimate from itemized grant lists in IRS Form 990-PF filings (2020–2024). Recipient names are matched across years, so a renamed or misspelled grantee can look new; grants to individuals are left out. Methodology.

Giving History

Giving Over Time

Total grant dollars and number of grants per year

$0$100K$200K$300K$400K25 grants2020 27 grants2021 31 grants2022 35 grants2023 38 grants2024

From 2020 to 2024, annual grant giving ranged from $320K (2020) to $395K (2022). In 2024 it made 38 grants totaling $320K.

Grants by year

Grant recipients and amounts by year

RecipientPurposeAmount
The Grant Foundation Fort Lauderdale, FLGeneral Operating$60,000
Eric Carle Museum of Picture Book Art IN Amherst, MAGeneral Operating$20,000
Onteora Historic Preservation Trust Hudson, NYGeneral Operating$20,000
Tanzanian Childrens Fund Cambridge, MAGeneral Operating$18,000
Pittsburgh Muskoka Foundation Pittsburgh, PAGeneral Operating$15,000
Magee-Womens Research Institute Pittsburgh, PAGeneral Operating$15,000
Initiative Hemet, CAGeneral Operating$15,000
Cornucopia Viroqua, WIGeneral Operating$10,000
Wildlife Conservation Network San Francisco, CAGeneral Operating$10,000
Friends of the Wissahickon Philadelphia, PAGeneral Operating$10,000
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Financial History

Multi-year comparison from IRS filings

Figures from IRS filings, by filing year
Filing yearTotal AssetsRevenueExpensesGrants paidGrantsQualifying DistributionsNet Investment IncomeDistributable Amount
2024$4,477,208$452,217$342,506$320,00038$326,153$434,248$256,932
2023$4,371,833$414,194$347,594$325,00035$329,735$392,396$242,045
2022$4,300,931$415,533$412,478$395,00031$399,015$393,559$245,270
2021$4,302,020$236,174$336,733$320,00027$324,036$216,766$283,609
2020$4,399,971$235,151$331,975$320,00025—$227,946$238,507

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.

Research compiled by Grantable AI from public sources. Last updated October 2026.

Mission & Focus Areas

No mission statement for the foundation is provided. Its 2024 grants show support for organizations with varied purposes. For example, the Tanzanian Childrens Fund says it supports a permanent home for children in Tanzania and community programs for children and families. The Friends of the Wissahickon says it works to conserve the natural beauty and wildness of the Wissahickon Valley, while the Wildlife Conservation Network says it connects conservationists and supporters and provides resources to conservationists. B Inspired Philadelphia describes its work as empowering under-resourced middle school students through wellness and out-of-school programs.

Grantmaking

In 2024, the foundation made 38 grants totaling $320,000. Grant amounts ranged from $2,000 to $60,000, with a median grant of $5,000. The largest listed grant was $60,000 to The Grant Foundation in Fort Lauderdale, Florida, for general operating support. Other notable grants included $20,000 each to the Eric Carle Museum of Picture Book Art and Onteora Historic Preservation Trust; $18,000 to the Tanzanian Childrens Fund; and $15,000 each to the Pittsburgh Muskoka Foundation, Magee-Womens Research Institute, and Initiative. These listed grants were for general operating support.

Leadership & Key People

Leadership team and compensation from IRS filings

The 2024 filing lists Farley Walton Whetzel, Mary Taylor Curley, James M. Walton, and William C. Walton as trustees.

Walton R Etal TRS Walton Fam Fnd-Agy's 2024 filing lists 4 officers; none of the 4 officers listed in 2024 report compensation.

Officers on the 2024 filing

  • Farley Walton Whetzel

    Trustee

    On filings since 2020

    5 hrs/week

    No compensation reported

  • James M. Walton

    Trustee

    On filings since 2020

    5 hrs/week

    No compensation reported

  • Mary Taylor Curley

    Trustee

    On filings since 2020

    1 hr/week

    No compensation reported

  • William C. Walton

    Trustee

    On filings since 2020

    1 hr/week

    No compensation reported

Data from IRS Form 990 filings, 2020–2024. "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 R Etal TRS Walton Fam Fnd-Agy

How much does Walton R Etal TRS Walton Fam Fnd-Agy give each year?

Walton R Etal TRS Walton Fam Fnd-Agy gave $320K across 38 grants in 2024, according to its 2024 IRS Form 990-PF. In 2023 it gave $325K across 35 grants.

What is Walton R Etal TRS Walton Fam Fnd-Agy's typical grant size?

Walton R Etal TRS Walton Fam Fnd-Agy's median grant in 2024 was $5,000, and its average grant was $8,421, across 38 grants on its 2024 IRS Form 990-PF. Organizations receiving their first grant from Walton R Etal TRS Walton Fam Fnd-Agy that year got $6K on average.

Where does Walton R Etal TRS Walton Fam Fnd-Agy give grants?

Walton R Etal TRS Walton Fam Fnd-Agy's top state is Pennsylvania, with 28% of the grant dollars itemized on its 2024 IRS Form 990-PF. The next largest states were Florida (23%) and Massachusetts (12%). The most frequent recipient cities were Philadelphia, PA (6 grants), Pittsburgh, PA (5 grants), New York, NY (2 grants) and Ligonier, PA (2 grants).

Does Walton R Etal TRS Walton Fam Fnd-Agy give general operating support?

Yes: 100% of Walton R Etal TRS Walton Fam Fnd-Agy's 2024 grants with a stated purpose (38 of 38) were for general or operating support, per its 2024 IRS Form 990-PF.

Who are Walton R Etal TRS Walton Fam Fnd-Agy's largest grantees?

Walton R Etal TRS Walton Fam Fnd-Agy's largest 2024 grantees include The Grant Foundation ($60,000), Eric Carle Museum of Picture Book Art IN ($20,000) and Onteora Historic Preservation Trust ($20,000), according to its 2024 IRS Form 990-PF. Together they received 31% of its itemized 2024 grant dollars.

How large is Walton R Etal TRS Walton Fam Fnd-Agy?

Walton R Etal TRS Walton Fam Fnd-Agy reported $4.5M in total assets on its 2024 IRS Form 990-PF. It paid out $326K in qualifying distributions that year, against a required minimum of $257K (roughly 5% of its investment assets).

What does Walton R Etal TRS Walton Fam Fnd-Agy fund?

No mission statement for the foundation is provided. Its 2024 grants show support for organizations with varied purposes. For example, the Tanzanian Childrens Fund says it supports a permanent home for children in Tanzania and community programs for children and families. See mission & focus areas ↑

How do I apply for a grant from Walton R Etal TRS Walton Fam Fnd-Agy?

The foundation does not accept unsolicited requests for funds and states that it makes contributions only to preselected charitable organizations. Eligibility and process details are in the grantmaking section of this profile. See how to apply ↑

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.

Does Walton R Etal TRS Walton Fam Fnd-Agy accept unsolicited proposals?

No, according to Grantable's research on the foundation's published guidelines. See how to apply ↑

Data last updated October 2026. Sourced from IRS Form 990-PF filings. Research dossier generated October 2026.

Data update history

(1)

When this profile's IRS filing data changed on Grantable

  1. IRS filings on file for fiscal years 2020–2024

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Cite this profile

Grantable. (2026). Walton R Etal TRS Walton Fam Fnd-Agy funder profile. GrantGraph. Retrieved October 4, 2026, from https://grantable.co/funders/walton-r-etal-trs-walton-fam-fnd-agy-morg_31c9ac163f1540d4892e52dc22ac2a08

BibTeX
@misc{grantable_256568399_2026,
  author       = {{Grantable}},
  title        = {{Walton R Etal TRS Walton Fam Fnd-Agy funder profile}},
  howpublished = {GrantGraph},
  year         = {2026},
  url          = {https://grantable.co/funders/walton-r-etal-trs-walton-fam-fnd-agy-morg_31c9ac163f1540d4892e52dc22ac2a08},
  note         = {Accessed 2026-10-04. Data licensed CC BY 4.0}
}

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Figures come from Walton R Etal TRS Walton Fam Fnd-Agy's IRS filings (methodology). AI-written summaries, news items and logos are not covered by the open licence. Spot an error? Email hello@grantable.co.

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