WALTON LINCOLN TRUST OCHR

PHOENIX, AZ 85004 EIN 016019960

https://NA
Total Given 2020–2025
$229K
5 grants · $38K avg/year
based on 6 yrs of IRS 990-PF records on file
<$100K/yr
micro funder
capacity
$43K
typical mid grants · $22K–$51K
grant size
100%
deep partner · 1/1 multi-year
repeat
$1.1M
Assets · 2021
1
Distinct recipients

Application Information

Accepts Unsolicited Proposals No — Preselected Only
Phone 5182578654

Financial Trends

Giving Over Time

Total Assets Over Time

View financial data as table
YearTotal GivingTotal AssetsRevenueGrants
2020 $43K $947K $30K 1
2021 $22K $1.1M $178K 1
2022 $15K $905K $52K 1
2023 $51K $919K $-4K 1
2025 $97K $1.0M $27K 1

Grant Size Distribution

Based on 5 grants on record

Minimum
$15K
25th Pctl
$22K
Median
$43K
Average
$46K
75th Pctl
$51K
Maximum
$97K

Geographic Distribution

US Grant Distribution Map

Key Personnel

NameTitleCompensation
KEYBANK N A TRUSTEE $991
KEYBANK NATIONAL ASSOCIATION TRUSTEE $886

Grants Awarded (5 total)

Purpose
TOWN OF MT VERNON MT VERNON, ME $96,934 GENERAL OPERATING PURPOSES 2025
TOWN OF MT VERNON MT VERNON, ME $51,371 GENERAL OPERATING PURPOSES 2023
TOWN OF MT VERNON MT VERNON, ME $43,284 GENERAL OPERATING PURPOSES 2020
TOWN OF MT VERNON MT VERNON, ME $22,470 GENERAL OPERATING PURPOSES 2021
TOWN OF MT VERNON MT VERNON, ME $14,892 GENERAL OPERATING PURPOSES 2022