WALTON RICK & KATHY CHARITABLE TR FDN
Total Given 2020–2023
$3.3M
96 grants · $835K avg/year
based on 4 yrs of IRS 990-PF records on file
$100K+/yr
local funder
capacity
$30K
typical mid grants · $20K–$50K
grant size
44%
supporter · 27/61 multi-year
repeat
$3.4M
Assets · 2021
61
Distinct recipients
Focus Areas
Application Information
Accepts Unsolicited Proposals
No — Preselected Only
Phone
8007457721
Financial Trends
Giving Over Time
Total Assets Over Time
View financial data as table
| Year | Total Giving | Total Assets | Revenue | Grants |
|---|---|---|---|---|
| 2020 | $84K | $2.2M | $477K | 7 |
| 2021 | $970K | $3.4M | $3.6M | 30 |
| 2022 | $900K | $3.3M | $1.5M | 21 |
| 2023 | $1.4M | $2.7M | $588K | 38 |
Grant Size Distribution
Based on 96 grants on record
Minimum
$7K
25th Pctl
$20K
Median
$30K
Average
$35K
75th Pctl
$50K
Maximum
$100K
Geographic Distribution
Key Personnel
| Name | Title | Compensation |
|---|---|---|
| CHARLES SCHWAB TRUST CO OF DELAWARE | DIRECTED TRUSTEE | $13K |
| STEPHEN A MENDEL | CO-TRUSTEE | — |
| BRYAN D ZSCHIESCHE | CO-TRUSTEE | — |
| MICHAEL BOOKER | CO-TRUSTEE | — |
| KENNETH L RICHMOND | CO-TRUSTEE | — |
| RICHARD C WALTON | CO-TRUSTEE | — |
| CECILIA K WALTON AKA KATHLEEN D | CO-TRUSTEE | — |
Grants Awarded (96 total)
| Purpose | ||||
|---|---|---|---|---|
| MONTGOMERY COUNTY WOMENS CENTER | CONROE, TX | $100,000 | PROVIDE SAFE SHELTER TO | 2023 |
| HOUSTON FOOD BANK | HOUSTON, TX | $80,000 | PROVIDE FOOD FOR BETTER | 2022 |
| MONGOMERY COUNTY FOOD BANK | CONROE, TX | $80,000 | COLLECTS AND DISTRIBUTES | 2022 |
| AMAZING PLACE | HOUSTON, TX | $60,000 | EMPOWER LIVES DISRUPTED BY | 2023 |
| SUNSHINE KIDS FOUNDATION | HOUSTON, TX | $60,000 | ADD QUALITY OF LIFE TO | 2022 |
| TEXAS EQUUSEARCH | DICKINSON, TX | $50,000 | SEARCH FOR MISSING PERSONS | 2023 |
| KATY CHRISTIAN MINISTRIES | KATY, TX | $50,000 | SERVE THE COMMUNITY OF KATY | 2023 |
| STUFF THE SLEIGH | KATY, TX | $50,000 | BENEFIT PEDIATRIC CANCER | 2022 |
| SUNSHINE KIDS FOUNDATION | HOUSTON, TX | $50,000 | ADD QUALITY OF LIFE TO | 2023 |
| WILD ANIMAL SANCTUARY | BOYD, TX | $50,000 | PROVIDE PERMANENT SANCTUARY | 2023 |
| SIRE- THERAPEUTIC HORSEMANSHIP | HOUSTON, TX | $50,000 | USE HORSEBACK RIDING | 2021 |
| FIRST TEE OF GREATER HOUSTON | HOUSTON, TX | $50,000 | EMPOWER KIDS AND TEENS THRU | 2022 |
| THE ROSE (BREAST CANCER CENTER) | BELLAIRE, TX | $50,000 | PROVIDE SCREENING, | 2023 |
| FORT BEND COUNTY WOMENS CENTER | RICHMOND, TX | $50,000 | PROVIDE SERVICES 4 DOMESTIC | 2023 |
| STUFF THE SLEIGH | KATY, TX | $50,000 | BENEFIT PEDIATRIC CANCER | 2023 |
| INTERFAITH MINISTRIES (MEAL ON WHEELS) | HOUSTON, TX | $50,000 | MEAL ON WHEELS | 2023 |
| FIRST TEE OF GREATER HOUSTON | HOUSTON, TX | $50,000 | EMPOWER KIDS AND TEENS THRU | 2023 |
| LOVE FOSTERS HOPE | MAGNOLIA, TX | $50,000 | INSPIRE HOPE AND HEALING TO | 2023 |
| HOUSTON FOOD BANK | HOUSTON, TX | $50,000 | PROVIDE FOOD FOR BETTER | 2023 |
| INTERFAITH MINISTRIES (MEAL ON WHEELS) | HOUSTON, TX | $50,000 | MEAL ON WHEELS | 2021 |
| THE 100 CLUB | HOUSTON, TX | $50,000 | SUPPORT SERVICE ANIMALS | 2021 |
| LUKE'S WINGS | WASHINGTON, DC | $50,000 | PROVIDES EMERGENCY TRAVEL | 2021 |
| LOVE FOSTERS HOPE | MAGNOLIA, TX | $50,000 | INSPIRE HOPE AND HEALING TO | 2021 |
| CHILD ADVOCATES | HOUSTON, TX | $50,000 | VOLUNTEERS SPEAK UP FOR | 2023 |
| PETS FOR THE ELDERLY FOUNDATION | SAN TAN ALLEY, AZ | $50,000 | PROVIDES COMPANIONSHIP TO | 2023 |