Ruth M Walton Charitable Trust Estate

CHICAGO, IL EIN: 20-7222751

Ruth M Walton Charitable Trust Estate is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in CHICAGO, IL. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $1.3M in total assets. In 2024, it awarded 4 grants totaling $88K. Net investment income was $80K.

Financial Overview

From 2024 IRS Form 990-PF · View filing

Total Assets

$1.3M

-1.7% YoY

Annual Giving

$88K

+12.5% YoY

Grant Count

4

+0.0% YoY

Avg Grant Size

$22K

+12.5% YoY

About Ruth M Walton Charitable Trust Estate

Based on IRS filings

Ruth M Walton Charitable Trust Estate is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in CHICAGO, IL. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $1.3M in total assets. In 2024, it awarded 4 grants totaling $88K. Net investment income was $80K.

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Geographic Focus

Where this funder awards grants

Grant Distribution by State

3states

Cities

BridgeportLexingtonWashington

Financial History

Multi-year comparison from IRS filings

Revenue
Expenses
Qualifying Distributions
Net Investment Income
$0$36K$73K$109K$145K20202021202220232024
Metric202420232022
Total Assets$1,251,028$1,273,178$1,244,943
Revenue$96,195$130,929$39,523
Expenses$116,452$102,942$127,899
Qualifying Distributions$97,860$86,926$109,423
Net Investment Income$80,356$112,041$26,105
Distributable Amount$91,112$79,817$83,991

Giving Over Time

Total grant dollars and number of grants per year

$0$25K$50K$75K$100K4 grants20204 grants20214 grants20224 grants20234 grants2024

Grant Insights

How this funder distributes its grants

Top Recipients

Top 4 recipients in 2024

THE SALVATION ARMY$22KGOD'S PANTRY FOOD BANK INC$22KAMERICAN RED CROSS$22KCALVARY BAPTIST CHURCH$22K

Grant Size Distribution

20 grants across all recorded years

20<$50K$50–100K$100–250K$250–500K$500K–1M$1–5M$5M+

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

No officer/director data available.

Subject Areas

Focus areas based on grantmaking activity

Data last updated April 2026. Sourced from IRS Form 990-PF filings.

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