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
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
No grants recorded for .
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
Related Funders
Similar funders by location and focus area
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John Griner Charitable Trust
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Shaffer Family Charitable Trust
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Total Given
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Data last updated April 2026. Sourced from IRS Form 990-PF filings. Research dossier generated April 2026.
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