Ruth M Walton Charitable Trust Estate
EIN 207222751Total Given 2017–2023
$514K
24 grants · $73K avg/year
based on 7 yrs of IRS 990-PF records on file
<$100K/yr
micro funder
capacity
$21K
typical small grants · $19K–$22K
grant size
100%
deep partner · 5/5 multi-year
repeat
$1.8M
Assets (2023)
5
Distinct Recipients
Application Information
Accepts Unsolicited Proposals
No — Preselected Only
Phone
(800) 496-2583
Financial Trends
Giving Over Time
Total Assets Over Time
View financial data as table
| Year | Total Giving | Total Assets | Revenue | Grants |
|---|---|---|---|---|
| 2017 | $76K | $1.7M | $105K | 4 |
| 2018 | $85K | $1.5M | $101K | 4 |
| 2019 | N/A | $1.7M | $105K | N/A |
| 2020 | $85K | $1.8M | $69K | 4 |
| 2021 | $90K | $2.0M | $132K | 4 |
| 2022 | $100K | $1.6M | $40K | 4 |
| 2023 | $78K | $1.8M | $131K | 4 |
Grant Size Distribution
Based on 24 grants on record
Minimum
$19K
25th Pctl
$19K
Median
$21K
Average
$21K
75th Pctl
$22K
Maximum
$25K
Geographic Distribution
Officers & Directors
JN
Jp Morgan Chase Bank Na
Trustee
JN
Jp Morgan Chase Bank Na
Trustee
JN
Jp Morgan Chase Bank Na
Trustee
JN
Jp Morgan Chase Bank Na
Trustee
JN
Jp Morgan Chase Bank Na
Trustee
JN
Jp Morgan Chase Bank Na
Trustee
JN
Jp Morgan Chase Bank Na
Trustee
Grants Awarded (24 total)
| Purpose | ||||
|---|---|---|---|---|
| The Salvation Army | Bridgeport, CT | $24,987 | GENERAL | 2022 |
| God'S Pantry Food Bank Inc | Lexington, KY | $24,987 | GENERAL | 2022 |
| American Red Cross | Washington, DC | $24,987 | GENERAL | 2022 |
| Calvary Baptist Church | Lexington, KY | $24,987 | GENERAL | 2022 |
| The Salvation Army | Bridgeport, CT | $22,410 | GENERAL | 2021 |
| God'S Pantry Food Bank Inc | Lexington, KY | $22,410 | GENERAL | 2021 |
| American Red Cross | Lexington, KY | $22,410 | GENERAL | 2021 |
| Calvary Baptist Church | Lexington, KY | $22,410 | GENERAL | 2021 |
| The Salvation Army | Bridgeport, CT | $21,302 | GENERAL | 2020 |
| God'S Pantry Food Bank Inc | Lexington, KY | $21,302 | GENERAL | 2020 |
| American Red Cross | Lexington, KY | $21,302 | GENERAL | 2020 |
| Calvary Baptist Church | Lexington, KY | $21,302 | GENERAL | 2020 |
| The Salvation Army | Bridgeport, CT | $21,265 | GENERAL | 2018 |
| God'S Pantry Food Bank Inc | Lexington, KY | $21,265 | GENERAL | 2018 |
| American Red Cross | Lexington, KY | $21,265 | GENERAL | 2018 |
| Calvary Baptist Church | Lexington, KY | $21,265 | GENERAL | 2018 |
| The Salvation Army | Bridgeport, CT | $19,482 | GENERAL | 2023 |
| God'S Pantry Food Bank Inc | Lexington, KY | $19,482 | GENERAL | 2023 |
| American Red Cross | Washington, DC | $19,482 | GENERAL | 2023 |
| Calvary Baptist Church | Lexington, KY | $19,482 | GENERAL | 2023 |
| The Salvation Army | Bridgeport, CT | $18,957 | GENERAL | 2017 |
| God'S Pantry Food Bank Inc | Lexington, KY | $18,957 | GENERAL | 2017 |
| American Red Cross | Lexington, KY | $18,957 | GENERAL | 2017 |
| Calvary Baptist Church | Lexington, KY | $18,957 | GENERAL | 2017 |