Kathy & Rick Walton Charitable Tr Foundation

Tax-deductible

Wilmington, DE501(c)(3)EIN 83-6559486Revenue $3.5M in FY2025

On file with the IRS2711 Centerville Rd, 19808-1660 · Wilmington, DETax-exempt since Sep 2021Private non-operating foundation

Tell your story. Claim this org

501(c)(3) charity; gifts are tax-deductible.
$13K paid to officers and key staff.
Status: IRS Pub. 78 · Pay: Part VII

Before you give

FY2025 · Form 990-PFIndependent: from IRS data, not the org
Download 990
IRS status
501(c)(3)
not on the IRS revocation list
Looks good: listed by the IRS and not on the revocation list.
IRS BMF · Auto-Revocation List
Tax-deductible gifts
Yes
Donations are tax-deductible
Looks good: the IRS lists gifts to it as deductible.
IRS Pub. 78 · IRS BMF
Latest return
FY2025
latest Form 990-PF
Looks good: the latest return is for FY2025, 1 tax year back; within 2 tax years.
IRS e-file · Filing history
Surplus or deficit
5 of 6
filings with a surplus
Average surplus $758K a year · 40% of revenue · last 6 filings
Fine: a surplus in 5 of the last 6 filings.
990-PF Pt I · 6 filings
Pay to officers and key staff
$13K
to officers and key staff · 0.6% of spending
Looks good: pay to officers and key staff is 1% of spending; 15% or less.
990-PF Pt VIII
Cash reserves
<1 mo
of spending, in cash
Concern: 0.3 months of spending in cash; under 2 weeks.
Pt X · Ln 1–2 · Pt I · Ln 18
Liabilities
$0
0% of total assets
Looks good: liabilities are 0% of assets; 50% or less.
990-PF Pt II
Looks goodFineWorth a lookConcernNo data yetTap a box for the reason.
Revenue
$3.5M
+113% vs prior year
Spent
$2.2M
Net assets
$2.3M
By yearFY2020–FY2025
Revenue
$3.5M
FY2025▲ +113%
Tap a bar for its year
Revenue by fiscal year
FY2020$477K
FY2021$3.6M
FY2022$1.5M
FY2023$588K
FY2024$1.7M
FY2025$3.5M
Expenses
$2.2M
FY2025▲ +97%
Tap a bar for its year
Expenses by fiscal year
FY2020$114K
FY2021$991K
FY2022$959K
FY2023$1.4M
FY2024$1.1M
FY2025$2.2M
Net assets
$2.3M
FY2025+0.1%
Tap a bar for its year
Net assets by fiscal year
FY2020$1.2M
FY2021$3.1M
FY2022$3.0M
FY2023$2.2M
FY2024$2.3M
FY2025$2.3M

From the FY2025 Form 990 · see the original

990 PDF Claim

Is it real?

Yes. Never revoked by the IRS. Latest filing on record: FY2025. IRS ruling in Sep 2021.

IRS Pub. 78 · IRS Auto-Revocation List · IRS Business Master File

Where the money goes

What each dollar paid for.

Grants & contributions paid 98% · $2.1M Operating & administrative 2% · $49K

Form 990 Part IX, line 25, columns B–D. Every line is in By the numbers.

Something off? Claim to fix it

Who runs it and what they're paid

7 people listed on the 990-PF; $13K paid to officers and key staff.

Part VII, Section A · reportable compensation
$12,621Pt VII · Sec A
$0Pt VII · Sec A
$0Pt VII · Sec A
$0Pt VII · Sec A
$0Pt VII · Sec A
$0Pt VII · Sec A
Co-Trustee
$0Pt VII · Sec A

Compensation history total reportable pay by year · 1 named individual · Part VII

NameFY2025FY2024FY2023
Charles Schwab Trust Co of Delaware$12,621$11,429$12,784

Total reportable compensation (Form 990 Part VII column D / Schedule J column E) by filing year, matched by name within this organization. The Schedule J base / bonus / deferred breakdown is not parsed into this dataset.

See Kathy & Rick Walton Charitable Tr Foundation executive salaries →

On this list? Claim this org

Something off? Claim to fix it

Programs and updates

A private foundation based in Wilmington, DE.

Questions for Kathy & Rick Walton Charitable Tr Foundation

Tap to ask. Kathy & Rick Walton Charitable Tr Foundation sees how many people are interested.

Your first name shows with your question. Kathy & Rick Walton Charitable Tr Foundation answers here, for everyone.

Provided by the organization

Know this org? Add your story

Grants and how to apply

Who it funds, and how to ask.

Who They Fund

Part XV · grants paid · 41 grants · $2.1M · 2025–2025
Boys & Girls Club of Greater HoustonFY2025$160,000
Montgomery County Food BankFY2025$100,000
Individual RecipientFY2025$100,000
Houston Food BankFY2025$100,000
Interfaith Ministries (meal on Wheels)FY2025$100,000
Stuff the SleighFY2025$100,000
Pets for the Elderly FoundationFY2025$100,000
First Tee of Greater HoustonFY2025$100,000
Individual RecipientFY2025$70,000
Individual RecipientFY2025$70,000
Individual RecipientFY2025$50,000
The Briarwood SchoolFY2025$50,000
Individual RecipientFY2025$50,000
The Womens Resource of Greater HoustonFY2025$50,000
The Rose (breast Cancer Center)FY2025$50,000
Individual RecipientFY2025$50,000
Montgomery County Womens CenterFY2025$50,000
The 100 ClubFY2025$50,000
See all 41 grants →

Grantmaking Profile

Patterns in foundation giving
Average grantPart XV$52K
Median grantPart XV$50K
Largest grantPart XV$160K

By the numbers

The FY2025 990-PF, line by line.

1The main four
Money in
$3.5M
Gifts and grants$2.0M
Investment income$1.5M
Money out
$2.2M
Grants paid$2.1M
Running costs$49K
Owns and owes
$2.3M
net assets
Cash and savings$46K
Total assets$2.3M
Liabilities$0
People
7
listed
Paid1
2In more detail
Revenue in detail
Gifts and grants$2.0M
Investment income$1.5M
Total revenue$3.5M
Assets in detailEnd of year
Cash and savings together$46K
Total assets$2.3M
Liabilities$0
Net assets$2.3M
Operations
Fiscal year endsDecember

Filing history

YearMoney inMoney outIn minus outNet assetsDownload
FY2025 Latest Viewing $3.5M$2.2M$1.3M$2.3M 990 PDF
FY2024 $1.7M$1.1M$546K$2.3M 990 PDF
FY2023 $588K$1.4M−$838K$2.2M 990 PDF
FY2022 $1.5M$959K$580K$3.0M 990 PDF
FY2021 $3.6M$991K$2.6M$3.1M 990 PDF
FY2020 $477K$114K$363K$1.2M 990 PDF

More to add? Claim this org

Schedules filed Part IV

III · Programs I · Grants R · Related orgs G · Fundraising L · Interested persons A · Public support F · Foreign M · Noncash

Form 990 e-file (XML) FY2025 from the IRS · Classification, formation year and address from the IRS Business Master File

Compare with another nonprofit

Names, privacy, and removal requests More

The names, titles, and compensation shown on this page are reproduced from IRS Form 990 filings, which are public records.

Philanthropy.org does not alter the content of those filings. All information appears exactly as reported by the filing organization for the tax year shown.

We publish only information contained in the public IRS filing — and less than the filing contains. Our profile pages do not display street addresses, telephone numbers, personal email addresses, or other personal contact information, even where the filing includes them.

Many people share the same name. A name shown on this page reflects only what one organization reported in one IRS filing for one tax year. It should not be interpreted as identifying any other individual with the same or a similar name.

If you are no longer affiliated with the organization, your name will generally stop appearing in future IRS filings once the organization no longer reports you. Pages for tax years in which you were reported remain published because those filings remain part of the public record.

Philanthropy.org does not alter or remove IRS filing records. Removing a page from this website would not remove the underlying IRS filing, which remains publicly available from the IRS and other publishers of the same information.

If you believe the IRS filing itself is inaccurate, corrections must be made by the filing organization or the IRS directly.

Your org? Add context

Made it to the end? Claim this org

All figures are derived from public IRS Form 990 filings and are presented without evaluation of any organization. philanthropy.org does not rate, score, or rank organizations, including the pay comparisons above.