Walton Est Finley L Residuary Tw

SAINT LOUIS, MO EIN: 23-6461463

Financial Overview

From 2024 IRS Form 990-PF

Total Assets

$4.2M

-1.6% YoY

Annual Giving

$225K

+0.0% YoY

Grant Count

6

+0.0% YoY

Avg Grant Size

$38K

+0.0% YoY

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Financial History

Multi-year comparison from IRS filings

Revenue
Expenses
Qualifying Distributions
Net Investment Income
$0$142K$284K$426K$568K20202021202220232024
Metric202420232022
Total Assets$4,151,084$4,219,605$4,387,913
Revenue$214,895$120,420$196,245
Expenses$287,505$283,937$310,459
Qualifying Distributions$232,107$231,811$247,075
Net Investment Income$155,997$79,699$140,986
Distributable Amount$237,819$221,038$233,951

Giving Over Time

Total grant dollars and number of grants per year

$0$65K$130K$194K$259K7 grants20206 grants20217 grants20226 grants20236 grants2024

Grant Insights

How this funder distributes its grants

Top Recipients

Top 6 recipients in 2024

EPISCOPAL DIVINITY SCHOOL$38KTHOMAS JEFFERSON UNIVERS…$38KCHURCH FARM SCHOOL$38KALL SAINTS CHURCH$38KWILLS EYE INSTITUTE$38KSHRINERS HOSPITALS FOR C…$38K

Grant Size Distribution

32 grants across all recorded years

32<$50K$50–100K$100–250K$250–500K$500K–1M$1–5M$5M+

Giving History

Grant recipients and amounts by year

No grants recorded for .

Who else does Walton Est Finley L Residuary Tw fund?

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Key People

Officers and directors from IRS filings

Compensation Overview

From 2024 IRS filing

WELLS FARGO BANK N ATRUSTEE$60K

From 2024 filing

NameTitleHoursCompensation
WELLS FARGO BANK N ATRUSTEE1$60,046

Geographic Focus

Where this funder has awarded grants

Grant Distribution by State

3states

Cities

ExtonNew YorkPhiladelphiaTampaWynnewood

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

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