Ruth M Walton Charitable Trust Estate
Ruth M Walton Charitable Trust Estate is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in CHICAGO, IL. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $1.3M in total assets. In 2024, it awarded 4 grants totaling $88K. Net investment income was $80K.
Financial Overview
From 2024 IRS Form 990-PF · View filing
Total Assets
$1.3M
-1.7% YoY
Annual Giving
$88K
+12.5% YoY
Grant Count
4
+0.0% YoY
Avg Grant Size
$22K
+12.5% YoY
About Ruth M Walton Charitable Trust Estate
Based on IRS filings
Ruth M Walton Charitable Trust Estate is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in CHICAGO, IL. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $1.3M in total assets. In 2024, it awarded 4 grants totaling $88K. Net investment income was $80K.
Focus Areas
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Geographic Focus
Where this funder awards grants
Grant Distribution by State
Cities
Financial History
Multi-year comparison from IRS filings
| Metric | 2024 | 2023 | 2022 |
|---|---|---|---|
| Total Assets | $1,251,028 | $1,273,178 | $1,244,943 |
| Revenue | $96,195 | $130,929 | $39,523 |
| Expenses | $116,452 | $102,942 | $127,899 |
| Qualifying Distributions | $97,860 | $86,926 | $109,423 |
| Net Investment Income | $80,356 | $112,041 | $26,105 |
| Distributable Amount | $91,112 | $79,817 | $83,991 |
Giving Over Time
Total grant dollars and number of grants per year
Grant Insights
How this funder distributes its grants
Top Recipients
Top 4 recipients in 2024
Grant Size Distribution
20 grants across all recorded years
Giving History
Grant recipients and amounts by year
No grants recorded for .
Leadership & Key People
Officers and directors from IRS filings
Compensation Overview
From 2024 IRS filing
No officer/director data available.
Subject Areas
Focus areas based on grantmaking activity
Data last updated April 2026. Sourced from IRS Form 990-PF filings.
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