Private Foundation

WALTON RICK & KATHY CHARITABLE TR FDN

WALTON RICK & KATHY CHARITABLE TR FDN is a Private Foundation headquartered in WILMINGTON, DE. Financial data from the 2025 filing: $3.5M revenue, $2.2M expenses, $2.3M total assets. IRS filings disclose 161 grants awarded by this foundation, totaling roughly $6.5M.

EIN: 836559486 WILMINGTON, DE Latest filing: 2025

Total Revenue$3.5M

Total Expenses$2.2M

Total Assets$2.3M

Grants Given161

Grant Total$6.5M

Filing Years2021–2025

Sample Grants Given

BOYS & GIRLS CLUB OF GREATER HOUSTON

HOUSTON, TX · 2025

INSPIRE AND ENABLE YOUTH TO

$160,000

PETS FOR THE ELDERLY FOUNDATION

SAN TAN ALLEY, AZ · 2025

PROVIDES COMPANIONSHIP TO

$100,000

FIRST TEE OF GREATER HOUSTON

HOUSTON, TX · 2025

EMPOWER KIDS AND TEENS THRU

$100,000

STUFF THE SLEIGH

KATY, TX · 2025

BENEFIT PEDIATRIC CANCER

$100,000

INTERFAITH MINISTRIES (MEAL ON WHEELS)

HOUSTON, TX · 2025

MEAL ON WHEELS

$100,000

Showing up to 5 of 161 total records — full history available with membership.

Officers & Directors

CO-TRUSTEE Bryan D Zschiesche

CO-TRUSTEE Cecilia K Walton Aka Kathleen D

DIRECTED TRUSTEE Charles Schwab Trust Co Of Delaware

CO-TRUSTEE Kenneth L Richmond

CO-TRUSTEE Michael Booker

CO-TRUSTEE Richard C Walton

Officer compensation and complete director data available with membership.

Top Grant Purposes

GENERAL OPERATING

$700,000 20 grants

GENERAL SUPPORT

$645,000 21 grants

PROVIDE FOOD FOR BETTER

$335,000 5 grants

PROVIDE SAFE SHELTER TO

$290,000 5 grants

PROVIDES COMPANIONSHIP TO

$284,000 6 grants

Financial Trends

Year	Revenue	Expenses	Assets
2025	$3.5M	$2.2M	$2.3M
2024	$1.7M	$1.1M	$2.3M
2023	$588K	$1.4M	$2.2M
2022	$1.5M	$959K	$3.0M
2021	$3.6M	$991K	$3.1M

Between 2021 and 2025, reported annual revenue held roughly steady at around $3.5M, with total assets most recently reported at $2.3M.

Interactive year-over-year charts and full filing details available with membership.

Grant Geography

Grants from this foundation were reported to recipients in AZ, CA, CO, DC, FL, GA, and 4 other states.

AZCACODCFLGAKSMAMDNE

Full geographic grant map with state-by-state breakdown available with membership.

See the full picture for WALTON RICK & KATHY CHARITABLE TR FDN

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