Walton Rick & Kathy Charitable Tr Fdn
The Walton Rick & Kathy Charitable Trust Foundation is a private foundation based in Wilmington, Delaware. Established in 2021, the foundation operates as a charitable trust with Charles Schwab Trust Co of Delaware serving as the directed trustee. The foundation manages philanthropic activities across multiple U.S. states and cities.
Financial Overview
From 2024 IRS Form 990-PF · View filing
Total Assets
$2.3M
+2.0% YoY
Annual Giving
$1.1M
-23.2% YoY
Grant Count
24
-36.8% YoY
Avg Grant Size
$44K
+21.6% YoY
Mission & Focus Areas
The foundation does not specify particular subject areas for its funding, indicating a broad philanthropic focus. However, recent grantmaking activity demonstrates support for Education, Human Services, and Health Care initiatives.
Grantmaking
Grant Range
s & Activity:**
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Geographic Focus
Where this funder awards grants
The foundation supports a wide range of U.S. cities and states, including:
- Major cities: New York, Dallas, and San Antonio
- States: Arizona, California, Colorado, Connecticut, Florida, Massachusetts, Maryland, Nebraska, New York, Ohio, Texas, and Virginia
Grant Distribution by State
States
Cities
Financial History
Multi-year comparison from IRS filings
As of 2023:
- Total assets: $2,233,875
- Total giving: $1,385,000
- Total revenue: $588,336
- Total expenses: $1,426,104
- Number of employees: 0
| Metric | 2024 | 2023 | 2022 |
|---|---|---|---|
| Total Assets | $2,277,672 | $2,233,875 | $3,041,254 |
| Revenue | $1,653,878 | $588,336 | $1,539,768 |
| Expenses | $1,108,173 | $1,426,104 | $959,279 |
| Qualifying Distributions | $1,069,715 | $1,391,392 | $905,245 |
| Net Investment Income | $415,655 | $553,624 | $147,917 |
| Distributable Amount | $136,057 | $185,129 | $127,030 |
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
120 grants across all recorded years
Giving History
Grant recipients and amounts by year
No grants recorded for .
Leadership & Key People
Leadership team and compensation from IRS filings
The foundation is managed by multiple co-trustees, including:
- Cecilia K Walton
- Richard C Walton
Trustees do not receive compensation for their roles, with the exception of Charles Schwab Trust Co of Delaware, which is compensated as the directed trustee.
Compensation Overview
From 2024 IRS filing
From 2024 filing
| Name | Title | Hours | Compensation |
|---|---|---|---|
| CECILIA K WALTON AKA KATHLEEN D | CO-TRUSTEE | — | — |
| RICHARD C WALTON | CO-TRUSTEE | — | — |
| KENNETH L RICHMOND | CO-TRUSTEE | — | — |
| MICHAEL BOOKER | CO-TRUSTEE | — | — |
| BRYAN D ZSCHIESCHE | CO-TRUSTEE | — | — |
| STEPHEN A MENDEL | CO-TRUSTEE | — | — |
| CHARLES SCHWAB TRUST CO OF DELAWARE | DIRECTED TRUSTEE | 40 | $11,429 |
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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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