Private foundation (trust)EIN 541582312Est. 1991-08

THE WALTIE FUND

HENRICO, VA 23238

Total Assets

$835K

FY 2023

Annual Giving

$45K

FY 2023

Grants Made

27

FY 2023

Avg Grant

$2K

FY 2023

Grant Range

$500–$4K

Typical

Deadlines

Applications

Financial Snapshot

2023 filing

Total Revenue

$40K

Total Expenses

$55K

Qualifying Distributions

$48K

Distributable Amount

$41K

Min. Investment Return

$41K

Payout rate 100%Arc chart showing what share of IRS distributable amount was paid out as qualifying distributions in the latest filing.100%

Payout rate

Qualifying distributions as a share of distributable amount.

Grant Range

27 grants

Grant sizes from minimum $500 through median $1K to maximum $4K, shown on a logarithmic scale.

Logarithmic scale — typical grant portfolios span orders of magnitude, so distances are proportional to multiplicative change, not dollar gaps.

Giving Over Time

4 years

Giving over time from 2020 to 2023. Peak $45K in 2023. Hover bars for details.

Total dollars recorded per filing year. Scale adjusts to the foundation's range.

Top Recipients

99 grants

SOAR 365
$16K
4 grants
THE FAISON CENTER
$13K
4 grants
HOPE TREE FAMILY SERVICES DEVELOPMENTAL DISABILITIES MINISTRY
$13K
4 grants
NORTHSTAR ACADEMY
$13K
4 grants
GOOD NEIGHBOR VILLAGE INC
$13K
4 grants
URBAN HOPE
$11K
4 grants
THE LISTENING INC
$8K
4 grants
JUVENILE DIABETES RESEARCH FUND
$6K
2 grants

Grant Size Distribution

99 grants

<$10K
99
grants
$10–50K
$50–250K
$250K–1M
$1–5M
$5M+

Geographic Focus

6 states

Virginia
$136K
93% of total
North Carolina
$6K
4% of total
District of Columbia
$2K
1% of total
Massachusetts
$2K
1% of total
Connecticut
$500
0% of total
New York
$200
0% of total

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