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  4. Walton Rick and Kathy Charitable TR Foundation
EIN 83-6559486

Walton Rick and Kathy Charitable TR Foundation

IRS 501(c) type
501(c)(3)
Num. employees
0
City
Wilmington
State
Delaware
Year formed
2021
Most recent tax filings
2023-12-01
NTEE code, primary
T20: Private Foundations
Description
Walton Rick and Kathy Charitable TR Foundation is a private foundation in Wilmington, DE, which was founded in 2021 and most recently had $588,336 in revenue and no employees.
Also known as...
Kathy and Rick Walton Charitable TR Foundation
Total revenues
$588,336
2023
Total expenses
$1,426,104
2023
Total assets
$2,233,875
2023
Num. employees
0
2023

Grants made by Walton Rick and Kathy Charitable TR Foundation

GranteeGrant descriptionAmount
Montgomery County Womens Center (MCWC)Provide Safe Shelter To$100,000
Amazing PlaceEmpower Lives Disrupted By$60,000
Fort Bend County Women's Center Sos / Shelter-Outreach-SolutionsProvide Services 4 Domestic$50,000
...and 23 more grants made totalling $935,000

Personnel at Walton Rick and Kathy Charitable TR Foundation

NameTitleCompensation
Katherine R EberleSenior TX Manager
Charles Schwab Trust Co of DelawareDirected Trustee$10,489

Financials for Walton Rick and Kathy Charitable TR Foundation

RevenuesFYE 12/2023
Total grants, contributions, etc.$0
Investment income and dividends$113,734
Net rental income$0
Net gain from sale of non-inventory assets$474,602
Gross sales of inventory$0
Miscellaneous revenues$0
Total revenues$588,336

Form 990s for Walton Rick and Kathy Charitable TR Foundation

Fiscal year endingDate received by IRSFormPDF link
2023-122024-05-08990PFView PDF
2022-122023-05-10990PFView PDF
2021-122022-05-13990PFView PDF
2020-122021-11-08990PFView PDF
2018-122019-07-10990PFView PDF

Organizations like Walton Rick and Kathy Charitable TR Foundation

OrganizationLocationRevenue
The New-Land FoundationSan Francisco, CA$1,427,345
The WLS Spencer FoundationNew York, NY$1,149,414
Hallmark Corporate FoundationKansas City, MO$1,033,862
Mars FoundationNew York, NY$2,411,701
The Batten FoundationNorfolk, VA$1,819,537
Heineman Foundation for Research EducNew York, NY$2,265,899
Elsa U Pardee FoundationMidland, MI$1,320,384
John and Patricia Adams Family FoundationConcord, CA$1,025,275
Hoehl Family FoundationShelburne, VT$1,684,604
The Roger I and Ruth B MacFarlane FNDNLos Angeles, CA$2,896,948
Data update history
July 18, 2023
Posted financials
Added Form 990PF for fiscal year 2022
July 1, 2023
Updated personnel
Identified 1 new personnel
June 21, 2023
Posted financials
Added Form 990PF for fiscal year 2020
June 17, 2023
Updated personnel
Identified 7 new personnel
May 15, 2023
Used new vendors
Identified 1 new vendor, including
Nonprofit Types
Grantmaking organizationsPrivate foundationsPrivate non-operating foundationsCharities
Issues
No issues found
Characteristics
Provides grantsPartially liquidatedTax deductible donationsNo full-time employees
General information
Address
4250 Lancaster Pike Suite 100
Wilmington, DE 19805
Metro area
Philadelphia-Camden-Wilmington, PA-NJ-DE-MD
County
New Castle County, DE
Phone
(800) 745-7721
IRS details
EIN
83-6559486
Fiscal year end
December
Taxreturn type
Form 990-PF
Year formed
2021
Eligible to receive tax-deductible contributions (Pub 78)
Yes
Categorization
NTEE code, primary
T20: Private Foundations
NAICS code, primary
813211: Grantmaking Foundations
Parent/child status
Independent
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