Tr Emory Univf Walters Fd Ua

ORLANDO, FL EIN: 58-6026015

Financial Overview

From 2024 IRS Form 990-PF

Total Assets

$4.1M

+9.4% YoY

Annual Giving

$175K

-3.1% YoY

Grant Count

1

+0.0% YoY

Avg Grant Size

$175K

-3.1% YoY

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Financial History

Multi-year comparison from IRS filings

Revenue
Expenses
Qualifying Distributions
Net Investment Income
$0$189K$378K$566K$755K20202021202220232024
Metric202420232022
Total Assets$4,078,975$3,728,014$3,882,233
Revenue$553,921$53,582$126,418
Expenses$204,184$208,670$232,733
Qualifying Distributions$189,952$193,755$209,150
Net Investment Income$539,068$64,434$112,328
Distributable Amount$204,836$188,090$194,185

Giving Over Time

Total grant dollars and number of grants per year

$0$49K$98K$147K$196K1 grants20201 grants20211 grants20221 grants20231 grants2024

Grant Insights

How this funder distributes its grants

Top Recipients

Top 1 recipients in 2024

EMORY UNIVERSITY$175K

Grant Size Distribution

5 grants across all recorded years

<$50K$50–100K5$100–250K$250–500K$500K–1M$1–5M$5M+

Giving History

Grant recipients and amounts by year

No grants recorded for .

Who else does Tr Emory Univf Walters Fd Ua fund?

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Key People

Officers and directors from IRS filings

Compensation Overview

From 2024 IRS filing

TRUIST BANKTRUSTEE$27K

From 2024 filing

NameTitleHoursCompensation
TRUIST BANKTRUSTEE1$26,617

Geographic Focus

Where this funder has awarded grants

Grant Distribution by State

1states

States

Cities

Atlanta

Data last updated March 2026. Sourced from IRS Form 990-PF filings.

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