Walton Rick & Kathy Charitable Tr Fdn
Walton Rick & Kathy Charitable Tr Fdn is a private foundation based in Wilmington, Delaware. Its 2025 filing reports grants to charitable organizations, with most grant dollars going to recipients in Texas.
Key facts about Walton Rick & Kathy Charitable Tr Fdn
In short: Walton Rick & Kathy Charitable Tr Fdn gave $2.1M across 41 grants in 2025 (avg $52K), mostly in Texas. Source: 2025 IRS Form 990-PF.
- EIN
- 83-6559486
- Latest 990 filing
- Form 990-PF, 2025
- Annual giving (2025)
- $2,140,000
- Grants made (2025)
- 41
- Average grant
- $52,195
- Median grant
- $50,000
- Total assets
- $2,280,567
- Primary geography
- Texas (80% of itemized 2025 grant dollars)
- Accepts unsolicited proposals
- No
- How to apply
- The foundation makes contributions only to preselected charitable organizations and does not accept unsolicited requests for funds. Full details ↓
Data from IRS Form 990-PF, 2025; updated September 2026. Application details from Grantable's research on the foundation's public materials; confirm on its website before applying.
Financial Overview
From 2025 IRS Form 990-PF · View filing
Total Assets
$2.3M
+0.1% YoY
Annual Giving
$2.1M
+101.1% YoY
Grant Count
41
+70.8% YoY
Avg Grant Size
$52K
+17.7% YoY
Under IRS private-foundation payout rules, Walton Rick & Kathy Charitable Tr Fdn reported a distributable amount of $195K for 2025 — the minimum it must pay out in qualifying distributions.
How Walton Rick & Kathy Charitable Tr Fdn gives
- 40% of 2025 grantees were also funded in 2024. Method
- Giving grew 138% from 2022 to 2025. Method
- In 2025 it paid out well above its IRS minimum distribution (the 5% rule). Method
Estimate from itemized grant lists in IRS Form 990-PF filings (2025). Recipient names are matched across years, so a renamed or misspelled grantee can look new; grants to individuals are left out. Methodology.
Mission & Focus Areas
The foundation’s filing does not state a mission or specific funding priorities. Its 2025 grants show support for organizations working in areas including hunger relief, housing and homelessness services, women’s services, education, child advocacy, and domestic and sexual violence prevention.
Grantee missions illustrate this range. Montgomery County Food Bank describes its work as uniting the community to fight hunger by distributing food through partner agencies. The Women’s Home says it provides housing and tailored support services to help prevent and end homelessness among women in the Houston area. Child Advocates, Inc. says it mobilizes court-appointed volunteers to advocate for abused children. These are the grantees’ stated missions, not the foundation’s.
Grantmaking
In filing year 2025, the foundation reported 41 grants totaling $2,140,000. Grant amounts ranged from $25,000 to $160,000, with a median of $50,000.
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Geographic Focus
Where this funder awards grants
The 2025 filing reports that 80% of grant dollars went to Texas recipients, followed by Arizona (5%), New York (4%), California (2%), and Colorado (2%). These figures describe the distribution of 2025 grant dollars.
Grant Distribution by State
Share of 2025 grant dollars across all 41 itemized grants.
States
Cities
Giving Over Time
Total grant dollars and number of grants per year
From 2020 to 2025, annual grant giving ranged from $84K (2020) to $2.1M (2025). In 2025 it made 41 grants totaling $2.1M.
Grant Insights
How this funder distributes its grants
Top Recipients
Top 10 recipients in 2025
The largest 2025 recipient was Boys & Girls Club of Greater Houston ($160K). Together the top 10 received $1.0M.
Grant Size Distribution
154 grants across all recorded years
The most common grant size was under $50K: 88 grants of 154 (57%).
Giving History
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| Boys & Girls Club of Greater Houston Houston, TX | Inspire and Enable Youth to | $160,000 |
| First Tee of Greater Houston Houston, TX | Empower Kids and Teens Thru | $100,000 |
| Pets for the Elderly Foundation San Tan Alley, AZ | Provides Companionship to | $100,000 |
| Stuff the Sleigh Katy, TX | Benefit Pediatric Cancer | $100,000 |
| Interfaith Ministries (Meal on Wheels) Houston, TX | Meal on Wheels | $100,000 |
| Houston Food Bank Houston, TX | Provide Food for Better | $100,000 |
| Wild Animal Sanctuary Boyd, TX | Provide Permanent Sanctuary | $100,000 |
| Montgomery County Food Bank Conroe, TX | General Operating | $100,000 |
| Houston SPCA Houston, TX | General Support | $70,000 |
| Amazing Place Houston, TX | Empower Lives Disrupted by | $70,000 |
Financial History
Multi-year comparison from IRS filings
| Filing year | Assets | Revenue | Expenses | Grants | Grant count |
|---|---|---|---|---|---|
| 2025 | $2,280,567 | $3,527,138 | $2,188,566 | $2,140,000 | 41 |
| 2024 | $2,277,672 | $1,653,878 | $1,108,173 | $1,064,000 | 24 |
| 2023 | $2,233,875 | $588,336 | $1,426,104 | $1,385,000 | 38 |
| Metric | 2025 | 2024 | 2023 |
|---|---|---|---|
| Total Assets | $2,280,567 | $2,277,672 | $2,233,875 |
| Revenue | $3,527,138 | $1,653,878 | $588,336 |
| Expenses | $2,188,566 | $1,108,173 | $1,426,104 |
| Qualifying Distributions | $2,146,310 | $1,069,715 | $1,391,392 |
| Net Investment Income | $1,491,066 | $415,655 | $553,624 |
| Distributable Amount | $195,234 | $136,057 | $185,129 |
Data update history
When this profile's IRS filing data changed on Grantable
- Updated Form 990-PF for fiscal year 2020 (received by the IRS November 8, 2021)
- Updated Form 990-PF for fiscal year 2021 (received by the IRS May 13, 2022)
- Updated Form 990-PF for fiscal year 2022 (received by the IRS May 10, 2023)
- Updated Form 990-PF for fiscal year 2023 (received by the IRS May 8, 2024)
- Updated Form 990-PF for fiscal year 2024 (received by the IRS May 12, 2025)
- Added Form 990-PF for fiscal year 2025 (received by the IRS May 12, 2026)
Leadership & Key People
Leadership team and compensation from IRS filings
The 2025 filing lists Cecilia K Walton, also identified as Kathleen D, Richard C Walton, Kenneth L Richmond, Michael Booker, Bryan D Zschiesche, and Stephen A Mendel as co-trustees. Charles Schwab Trust Co of Delaware is listed as directed trustee.
Walton Rick & Kathy Charitable Tr Fdn's 2025 filing lists 7 officers; 1 of 7 officers listed in 2025 is compensated.
Officers on the 2025 filing
Charles Schwab Trust CO Of Delaware
Directed Trustee
On filings since 2022
40 hrs/week
$10K (2022) → $13K (2025)
Bryan D. Zschiesche
Co-Trustee
On filings since 2020
No compensation reported
Cecilia K. Walton Aka Kathleen D.
Co-Trustee
On filings since 2020
No compensation reported
Kenneth L. Richmond
Co-Trustee
On filings since 2020
No compensation reported
Michael Booker
Co-Trustee
On filings since 2020
No compensation reported
Richard C. Walton
Co-Trustee
On filings since 2020
No compensation reported
Stephen A. Mendel
Co-Trustee
On filings since 2020
No compensation reported
Data from IRS Form 990 filings, 2020–2025. "On filings since" is the earliest filing we hold that lists the person; hours are average hours per week as reported.
Compensation Overview
From 2025 IRS filing
The highest reported compensation on the 2025 filing was $13K, to Charles Schwab Trust Co of Delaware (Directed Trustee).
Contact
Mailing address: 2711 Centerville Rd, Wilmington, DE 19808
Phone: (800) 745-7721
Frequently asked questions about Walton Rick & Kathy Charitable Tr Fdn
How much does Walton Rick & Kathy Charitable Tr Fdn give each year?
Walton Rick & Kathy Charitable Tr Fdn gave $2.1M across 41 grants in 2025, according to its 2025 IRS Form 990-PF. In 2024 it gave $1.1M across 24 grants.
What is Walton Rick & Kathy Charitable Tr Fdn's typical grant size?
Walton Rick & Kathy Charitable Tr Fdn's median grant in 2025 was $50,000, and its average grant was $52,195, across 41 grants on its 2025 IRS Form 990-PF.
Where does Walton Rick & Kathy Charitable Tr Fdn give grants?
Walton Rick & Kathy Charitable Tr Fdn gives mostly in Texas: 80% of the grant dollars itemized on its 2025 IRS Form 990-PF went to recipients there. The most frequent recipient cities were Houston, TX (13 grants), San Antonio, TX (3 grants), Dallas, TX (3 grants) and Conroe, TX (2 grants).
Does Walton Rick & Kathy Charitable Tr Fdn give general operating support?
Yes: 56% of Walton Rick & Kathy Charitable Tr Fdn's 2025 grants with a stated purpose (23 of 41) were for general or operating support, per its 2025 IRS Form 990-PF.
Who are Walton Rick & Kathy Charitable Tr Fdn's largest grantees?
Walton Rick & Kathy Charitable Tr Fdn's largest 2025 grantees include Boys & Girls Club of Greater Houston ($160,000), First Tee of Greater Houston ($100,000) and Pets for the Elderly Foundation ($100,000), according to its 2025 IRS Form 990-PF. Together they received 17% of its itemized 2025 grant dollars.
How large is Walton Rick & Kathy Charitable Tr Fdn?
Walton Rick & Kathy Charitable Tr Fdn reported $2.3M in total assets on its 2025 IRS Form 990-PF. It paid out $2.1M in qualifying distributions that year, against a required minimum of $195K (roughly 5% of its investment assets).
What does Walton Rick & Kathy Charitable Tr Fdn fund?
The foundation’s filing does not state a mission or specific funding priorities. Its 2025 grants show support for organizations working in areas including hunger relief, housing and homelessness services, women’s services, education, child advocacy, and domestic and sexual violence prevention. See mission & focus areas ↑
How do I apply for a grant from Walton Rick & Kathy Charitable Tr Fdn?
The foundation makes contributions only to preselected charitable organizations and does not accept unsolicited requests for funds. Eligibility and process details are in the grantmaking section of this profile. See how to apply ↑
What is Walton Rick & Kathy Charitable Tr Fdn's EIN?
Walton Rick & Kathy Charitable Tr Fdn's EIN (Employer Identification Number) is 83-6559486. IRS Form 990 filing data is available on this page for 2020–2025.
Does Walton Rick & Kathy Charitable Tr Fdn accept unsolicited proposals?
No, according to Grantable's research on the foundation's published guidelines. See how to apply ↑
Data last updated September 2026. Sourced from IRS Form 990-PF filings. Research dossier generated September 2026.
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