Walters-Roth Foundation
- Assets
- $209.5k
- Revenue
- $9.9k
- Investments
- $202.0k
- Employees
- 0
- Location
- Chicago, IL
- Founding
- 07/2019
- Data as of
- 12/2023
- EIN
- 83-2368171
Organization Overview
Walters-Roth Foundation is located in Chicago, IL. The organization was established in 2019. According to its NTEE Classification (T20) the organization is classified as: Private Grantmaking 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. Walters-Roth Foundation 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 12/2023, Walters-Roth Foundation generated $9.9k in total revenue. This represents a relatively dramatic decline in revenue. Over the past 5 years, the organization has seen revenues fall by an average of (9.5%) each year. All expenses for the organization totaled $13.6k during the year ending 12/2023. As we would expect to see with falling revenues, expenses have declined by (3.2%) per year over the past 5 years. You can explore the organizations financials more deeply in the financial statements section below.
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Board, Officers & Key Employees
| Name (title) | Role | Hours | Compensation |
|---|---|---|---|
Janet S Walters President | 0 | $0 | |
Anthony J Walters Sec'y/treas | 0 | $0 | |
Jessica K Walters Vice President | 0 | $0 |
Financial Statements
| Statement of Revenue | |
|---|---|
| Contributions, Gifts, Grants & Similar | $0 |
| Interest on Savings | $0 |
| Dividends & Interest | $9,883 |
| Net Rental Income | $0 |
| Net Gain on Sale of Assets | $0 |
| Capital Gain Net Income | $0 |
| Net ST Capital Gain | $0 |
| Income Modifications | $0 |
| Profit on Inventory Sales | $0 |
| Other Income | $0 |
| Total Revenue | $9,883 |
| Statement of Expenses | |
|---|---|
| Compensation of officers, directors, trustees, etc | $0 |
| Other employee salaries and wages | $0 |
| Pension plans, employee benefits | $0 |
| Interest | $0 |
| Taxes | $15 |
| Depreciation | $0 |
| Occupancy | $0 |
| Travel, conferences, and meetings | $0 |
| Printing and publications | $0 |
| Other expenses | $211 |
| Total operating and administrative expenses | $346 |
| Contributions, gifts, grants paid | $13,255 |
| Total expenses and disbursements | $13,601 |
| Balance Sheet | |
|---|---|
| Cash—non-interest-bearing | $7,522 |
| Savings and temporary cash investments | $0 |
| 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 | $67,583 |
| Net Land, buildings, and equipment | $0 |
| Other assets | $0 |
| Total assets | $209,500 |
| 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, Walters-Roth Foundation has awarded $13,255 in support to 5 organizations.
| Grant Recipient | Amount |
|---|---|
PLANNED PARENTHOOD FEDERATION OF AM PURPOSE: TO SUPPORT CHARITABLE ASSISTANCE FOR REPRODUCTIVE HEALTH CARE | $2,000 |
DOCTORS WITHOUT BORDERS PURPOSE: SUPPORT OF MEDICAL SERVICES FOR VICTIMS OF HUMANITARIAN DISASTERS AND WARS | $2,000 |
CHICAGO SINAI CONGREGATION PURPOSE: TO SUPPORT THE RELIGIOUS AND EDUCATIONAL PROGRAMS OF THE RECIPIENT | $4,255 |
GREATER CHICAGO FOOD DEPOSITORY PURPOSE: TO SUPPORT THE PUBLIC RELIEF ACTIVITIES OF THE RECIPIENT. | $2,000 |
THE VILLAGE CHICAGO PURPOSE: SUPPORT OF SOCIAL WELFARE ACTIVITIES OF RECIPIENT | $3,000 |