Walker Family Estate Trust

Houston, TX 77027 EIN 826788285

https://N/A
Total Given 2023–2023
$4.2M
4 grants · $4.2M avg/year
based on 1 yr of IRS 990-PF records on file
$1M+/yr
mid-tier
capacity
$1.0M
typical big bets · $1.0M–$1.1M
grant size
0%
transactional · single-year
repeat
$281K
Assets · 2023
4
Distinct recipients

About

The following information is submitted in accordance with Treasury Regulation Section 1.6043-3(a)(1) and the Form 990-PF instructions: The Trust made distributions to the grantees listed in Part XIV, Line 3a; each such grant was made solely for charitable purposes. During this tax year, the Trust paid grants in an amount representing more than 25% of the Trust's net assets of $4,358,624 (as measured by fair market value) at the beginning of the Trust's taxable year ending December 31, 2023. Although the Trust technically experienced a "substantial contraction," it will continue in existence and has no immediate plans for termination.

Application Information

Accepts Unsolicited Proposals No — Preselected Only
Phone 7135155350

Financial Trends

Giving Over Time

Total Assets Over Time

View financial data as table
YearTotal GivingTotal AssetsRevenueGrants
2022 N/A $4.4M $67K N/A
2023 $4.2M $281K $28K 4

Grant Size Distribution

Based on 4 grants on record

Minimum
$1.0M
25th Pctl
$1.0M
Median
$1.0M
Average
$1.1M
75th Pctl
$1.1M
Maximum
$1.1M

Geographic Distribution

US Grant Distribution Map

Key Personnel

NameTitleCompensation
Richard A West Trustee

Grants Awarded (4 total)

Purpose
St Paul's Methodist Foundation of Houston Houston, TX $1,076,398 General support 2023
Sam Houston Area Council Boy Scouts of America Houston, TX $1,056,244 General support 2023
Shriners Hospitals for Children Tampa, FL $1,040,774 General support 2023
Texas Tech Foundation Inc Lubbock, TX $1,029,622 General support 2023