Edmund J & Estelle D Walker Charitable Trust
- Assets
- $12.6m
- Revenue
- $634.8k
- Investments
- $11.5m
- Employees
- 0
- Location
- Venice, FL
- Founding
- 12/2009
- Data as of
- 09/2022
- EIN
- 27-1036148
Organization Overview
Edmund J & Estelle D Walker Charitable Trust is located in Venice, FL. The organization was established in 2009. According to its NTEE Classification (T22) the organization is classified as: Private Independent Foundations, under the broad grouping of Philanthropy, Voluntarism & Grantmaking Foundations and related organizations. This organization is an independent organization and not affiliated with a larger national or regional group of organizations. Edmund J & Estelle D Walker Charitable Trust is a 501(c)(3) and as such, is described as a "Charitable or Religous organization or a private foundation" by the IRS.
For the year ending 09/2022, Edmund J & Estelle D Walker Charitable Trust generated $634.8k in total revenue. This represents relatively stable growth, over the past 6 years the organization has increased revenue by an average of 3.1% each year. All expenses for the organization totaled $1.1m during the year ending 09/2022. While expenses have increased by 6.1% per year over the past 6 years. They've been increasing with an increasing level of total revenue. You can explore the organizations financials more deeply in the financial statements section below.
Since 2015, Edmund J & Estelle D Walker Charitable Trust has awarded 64 individual grants totaling $6,140,993. If you would like to learn more about the grant giving history of this organization, scroll down to the grant profile section of this page.
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Board, Officers & Key Employees
| Name (title) | Role | Hours | Compensation |
|---|---|---|---|
Lori Schulz Trustee | 2 | $0 | |
Marcus Schulz Trustee | 2 | $0 | |
Craig Robbins Trustee | 1 | $0 | |
Michael D Willis Trustee | 4 | $1,200 |
Financial Statements
| Statement of Revenue | |
|---|---|
| Contributions, Gifts, Grants & Similar | $0 |
| Interest on Savings | $4,834 |
| Dividends & Interest | $636,718 |
| Net Rental Income | $0 |
| Net Gain on Sale of Assets | -$15,855 |
| Capital Gain Net Income | $0 |
| Net ST Capital Gain | $0 |
| Income Modifications | $0 |
| Profit on Inventory Sales | $0 |
| Other Income | $9,144 |
| Total Revenue | $634,841 |
| Statement of Expenses | |
|---|---|
| Compensation of officers, directors, trustees, etc | $0 |
| Other employee salaries and wages | $0 |
| Pension plans, employee benefits | $0 |
| Interest | $0 |
| Taxes | $33,688 |
| Depreciation | $0 |
| Occupancy | $0 |
| Travel, conferences, and meetings | $0 |
| Printing and publications | $0 |
| Other expenses | $0 |
| Total operating and administrative expenses | $124,813 |
| Contributions, gifts, grants paid | $955,661 |
| Total expenses and disbursements | $1,080,474 |
| Balance Sheet | |
|---|---|
| Cash—non-interest-bearing | $2 |
| Savings and temporary cash investments | $1,148,487 |
| Net Accounts receivable | $0 |
| Net Pledges Receivable | $0 |
| Grants receivable | $0 |
| Receivables from Officers, Directors, or Controlling Persons | $0 |
| Net other notes and loans receivable | $0 |
| Inventories for sale or use | $0 |
| Prepaid expenses and deferred charges | $0 |
| Net Investments - land, buildings, equipment | $0 |
| Investments—mortgage loans | $0 |
| Investments—other | $1,358,445 |
| Net Land, buildings, and equipment | $0 |
| Other assets | $0 |
| Total assets | $12,620,414 |
| Accounts payable and accrued expenses | $0 |
| Grants payable | $0 |
| Deferred revenue | $0 |
| Loans and other payables to any current Officer, Director, or Controlling Person | $0 |
| Mortgages and other notes payable | $0 |
| Other liabilities | $0 |
| Total liabilities | $0 |
Grants Awarded
Over the last fiscal year, Edmund J & Estelle D Walker Charitable Trust has awarded $993,214 in support to 12 organizations.
| Grant Recipient | Amount |
|---|---|
EMANUEL LUTHERAN CHURCH PURPOSE: UNRESTRICTED | $100,000 |
FROSTY SNOWMOBILE CLUB INC PURPOSE: UNRESTRICTED | $25,000 |
GREATER GREEN BAY HABITAT FOR HUMANITY PURPOSE: UNRESTRICTED | $25,000 |
GRACE LUTHERAN CHURCH PURPOSE: UNRESTRICTED | $25,000 |
NEIGHBORWORKS PURPOSE: UNRESTRICTED | $10,000 |
ON THE MARK DYSLEXIA CLINIC PURPOSE: UNRESTRICTED | $10,000 |