THE WALTMAN TRUST

JAY, OK 74346 EIN 736324106

https://N/A
$554K Total Assets (2019)
$16K Avg Yearly Giving (2018–2021)
$64K Giving on File
(4 yrs)
16 Grants on File
$4K Avg Grant Size

About

OKLAHOMAS ATTORNEY GENERAL DOES NOT REGISTER THIS INFORMATION. OKLAHOMA REQUIRES THIS ORGANIZATION EXEMPT FROM INCOME TAX BE FILED WITH OKLAHOMA TAX COMMISSION ON OKLAHOMA FORM 512E. A COPY OF THE FEDERAL 990PF IS SUBMITTED TO OKLAHOMA TAX COMMISSION WITH THE OKLAHOMA 512E. INVESTMENT INCOME OF EXEMPT ORGANIZATIONS SUBJECT TO FEDERAL EXCISE TAX IS NOT SUBJECT TO OKLAHOMA INCOME TAX.

Focus Areas

Education

Application Information

Accepts Unsolicited Proposals No — Preselected Only
Contact Person NEO AM COLLEGE
Phone 9187864223
Deadlines APRIL 15
How to Apply THE FOUNDATION ONLY MAKES CONTRIBUTIONS TO PRESELECTED CHARITABLE ORGS. AND DOES NOT ACCEPT UNSOLICITED REQUESTS FOR FUNDS, AREA COLLEGES ARE GIVEN SCHOLARSHIP APP. FORMS. THE PARTICIPATING COLLEGES COLLECT THESE FORMS THAT REQUEST: NAME; ADDRESS; GPA;ACT SCORE; EMPLOYMENT HISTORY; HOW THEY PLAN TO FINANCE COLLEGE; THREE REFS; BOX TO MARK THEY ARE OF INDIAN DESCENT;COLLEGE PREFERENCE & MAJOR.
Restrictions THE APPLICANTS MUST BE NATIVE AMERICAN DESCENT AND FROM THE JAY, OKLAHOMA AREA.

Financial Trends

Giving Over Time

Total Assets Over Time

View financial data as table
YearTotal GivingTotal AssetsRevenueGrants
2018 $16K $373K $25K 4
2019 $16K $554K $25K 4
2020 $16K $391K $12K 4
2021 $16K $368K $11K 4

Grant Size Distribution

Based on 16 grants on record

Minimum
$500
25th Pctl
$4K
Median
$4K
Average
$4K
75th Pctl
$8K
Maximum
$8K

Geographic Distribution

US Grant Distribution Map

Key Personnel

NameTitleCompensation
TIM CASWELL TRUSTEE
DANNY RAY VILES TRUSTEE

Grants Awarded (16 total)

RecipientLocationAmountPurposeYear
NEO AM COLLEGE MIAMI, OK $8,024 SCHOLARSHIPS 2021
NEO AM COLLEGE Miami, OK $8,024 SCHOLARSHIPS 2018
NEO AM COLLEGE MIAMI, OK $8,024 SCHOLARSHIPS 2019
NEO AM COLLEGE MIAMI, OK $8,024 SCHOLARSHIPS 2020
ZENA FIRE DEPARTMENT JAY, OK $4,100 CONTRIBUTION FOR EQUIPMENT 2020
ZENA FIRE DEPARTMENT JAY, OK $4,100 CONTRIBUTION FOR EQUIPMENT 2021
ZENA FIRE DEPARTMENT JAY, OK $4,100 CONTRIBUTION FOR EQUIPMENT 2019
ZENA FIRE DEPARTMENT Jay, OK $4,100 CONTRIBUTION FOR EQUIPMENT 2018
UNIVERSITY OF ARKANSAS FAYETTEVILLE, AR $3,500 SCHOLARSHIPS 2020
UNIVERSITY OF ARKANSAS Fayetteville, AR $3,500 SCHOLARSHIPS 2018
UNIVERSITY OF ARKANSAS FAYETTEVILLE, AR $3,500 SCHOLARSHIPS 2019
UNIVERSITY OF ARKANSAS FAYETTEVILLE, AR $3,500 SCHOLARSHIPS 2021
ZENA CEMETERY JAY, OK $500 CONTRIBUTION FOR MAINTENANCE 2020
ZENA CEMETERY Jay, OK $500 CONTRIBUTION FOR MAINTENANCE 2018
ZENA CEMETERY JAY, OK $500 CONTRIBUTION FOR MAINTENANCE 2021
ZENA CEMETERY JAY, OK $500 CONTRIBUTION FOR MAINTENANCE 2019