Walton Est Finley L Residuary Tw
EIN 236461463Total Given 2016–2023
$1.3M
44 grants · $166K avg/year
based on 8 yrs of IRS 990-PF records on file
$100K+/yr
local funder
capacity
$30K
typical mid grants · $22K–$38K
grant size
89%
deep partner · 8/9 multi-year
repeat
$4.7M
Assets (2023)
9
Distinct Recipients
Application Information
Accepts Unsolicited Proposals
No — Preselected Only
Phone
(888) 730-4933
Financial Trends
Giving Over Time
Total Assets Over Time
View financial data as table
| Year | Total Giving | Total Assets | Revenue | Grants |
|---|---|---|---|---|
| 2016 | $130K | $4.3M | $177K | 6 |
| 2017 | $130K | $4.7M | $274K | 6 |
| 2018 | $178K | $4.2M | $283K | 6 |
| 2020 | $259K | $5.1M | $320K | 7 |
| 2021 | $168K | $5.5M | $516K | 6 |
| 2022 | $240K | $4.4M | $196K | 7 |
| 2023 | $225K | $4.7M | $120K | 6 |
Grant Size Distribution
Based on 44 grants on record
Minimum
$7K
25th Pctl
$22K
Median
$30K
Average
$30K
75th Pctl
$38K
Maximum
$43K
Geographic Distribution
Officers & Directors
WA
Wells Fargo Bank N a
4 yrs
Trustee
WA
Wells Fargo Bank N a
4 yrs
Trustee
WA
Wells Fargo Bank N a
4 yrs
Trustee
WA
Wells Fargo Bank N a
4 yrs
Trustee
WN
Wells Fargo Bank NA
3 yrs
Trustee
WN
Wells Fargo Bank Na
3 yrs
Trustee
WN
Wells Fargo Bank Na
3 yrs
Trustee
Grants Awarded (44 total)
| Purpose | ||||
|---|---|---|---|---|
| Episcopal Divinity School | New York, NY | $43,200 | GENERALOPERATING | 2020 |
| Church Farm School | Exton, PA | $43,200 | GENERAL OPERATING | 2020 |
| All Saints Church | Wynnewood, PA | $43,200 | GENERAL OPERATING | 2020 |
| Wills Eye Institute | Philadelphia, PA | $43,200 | GENERAL OPERATING | 2020 |
| Shriners Hospitals for Children | Tampa, FL | $43,200 | GENERAL OPERATING | 2020 |
| Episcopal Divinity School | New York, NY | $40,000 | GENERAL OPERATING | 2022 |
| Church Farm School | Exton, PA | $40,000 | GENERAL OPERATING | 2022 |
| All Saints Church | Wynnewood, PA | $40,000 | GENERAL OPERATING | 2022 |
| Wills Eye Institute | Philadelphia, PA | $40,000 | GENERAL OPERATING | 2022 |
| Shriners Hospitals for Children | Tampa, FL | $40,000 | GENERAL OPERATING | 2022 |
| Episcopal Divinity School | New York, NY | $37,500 | GENERAL OPERATING | 2023 |
| Thomas Jefferson University | Philadelphia, PA | $37,500 | GENERAL OPERATING | 2023 |
| Church Farm School | Exton, PA | $37,500 | GENERAL OPERATING | 2023 |
| All Saints Church | Wynnewood, PA | $37,500 | GENERAL OPERATING | 2023 |
| Wills Eye Institute | Philadelphia, PA | $37,500 | GENERAL OPERATING | 2023 |
| Shriners Hospitals for Children | Tampa, FL | $37,500 | GENERAL OPERATING | 2023 |
| Jefferson Medical College | Philadelphia, PA | $36,200 | GENERAL OPERATING | 2020 |
| Episcopal Divinity School | Cambridge, MA | $29,600 | GENERALOPERATING | 2018 |
| Jefferson Medical College | Philadelphia, PA | $29,600 | GENERAL OPERATING | 2018 |
| Church Farm School | Exton, PA | $29,600 | GENERAL OPERATING | 2018 |
| All Saints Church | Wynnewood, PA | $29,600 | GENERAL OPERATING | 2018 |
| Wills Eye Institute | Philadelphia, PA | $29,600 | GENERAL OPERATING | 2018 |
| Shriners Hospitals for Children | Tampa, FL | $29,600 | GENERAL OPERATING | 2018 |
| Episcopal Divinity School | New York, NY | $28,000 | GENERAL OPERATING | 2021 |
| Thomas Jefferson University | Philadelphia, PA | $28,000 | GENERAL OPERATING | 2021 |