The Waltman Trust | Foundation Profile
GrantBay analyzes IRS Form 990-PF data to help grant seekers find fit funders like The Waltman Trust. Data shown is extracted from Form 990-PF filings.
EIN: 73-6324106
Foundation Overview
Based in Jay, OK, The Waltman Trust has awarded 19 grants totaling $86,207 to organizations in Oklahoma and Arkansas. Individual grants range from $500 to $10,095, with a median award of $4,100.
Latest Form 990-PF Snapshot
Foundation Intelligence
Advanced analytics and strategic insights to help nonprofit organizations assess grant opportunities and optimize their application strategies
New Applicant Friendliness
0 of 4 recipients (0%) were new grantees. Foundation maintains tight relationships with established partners. New applicants rarely succeed without insider connections.
Geographic Focus
84% of all grants are concentrated in Oklahoma, demonstrating highly focused geographic giving. This foundation prioritizes deep community impact in its primary service area. Within Oklahoma, funding concentrates in Jay (56%), Miami (31%), Stillwater (13%).
Funding Trajectory
Declining funding trend with 24% decrease over 5 years may indicate reduced grant opportunities or shifting foundation priorities. This trajectory suggests more competitive application environment.
Program Areas
Dual focus on general purposes (67%) and education, indicating strategic concentration in complementary program areas.
Where is The Money Going?
Grants & Funding
Analyzing past grantees provides valuable insights into The Waltman Trust's funding preferences, organizational priorities, and grant making patterns. This historical data helps potential applicants understand the foundation's strategic focus and identify successful funding approaches.
| Name | Amount | Location | Purpose | Year |
|---|---|---|---|---|
| Neo Am College | $8,024 | Miami, OK, US | Scholarships | 2021 |
| University Of Arkansas | $3,500 | Fayetteville, AR, US | Scholarships | 2021 |
| Zena Cemetery | $500 | Jay, OK, US | Contribution For Maintenance | 2021 |
| Zena Fire Department | $4,100 | Jay, OK, US | Contribution For Equipment | 2021 |
| Neo Am College | $8,024 | Miami, OK, US | Scholarships | 2020 |
| University Of Arkansas | $3,500 | Fayetteville, AR, US | Scholarships | 2020 |
| Zena Cemetery | $500 | Jay, OK, US | Contribution For Maintenance | 2020 |
| Zena Fire Department | $4,100 | Jay, OK, US | Contribution For Equipment | 2020 |
| Neo Am College | $8,024 | Miami, OK, US | Scholarships | 2018 |
| University Of Arkansas | $3,500 | Fayetteville, AR, US | Scholarships | 2018 |
| Zena Cemetery | $500 | Jay, OK, US | Contribution For Maintenance | 2018 |
| Zena Fire Department | $4,100 | Jay, OK, US | Contribution For Equipment | 2018 |
| Oklahoma State University | $5,050 | Stillwater, OK, US | Scholarships | 2017 |
| Neo Am College | $6,120 | Miami, OK, US | Scholarships | 2017 |
| Zena Fire Department | $4,800 | Jay, OK, US | Contribution For Equipment | 2017 |
| Zena Cemetary | $750 | Jay, OK, US | Contribution For Maintenance | 2017 |
| Oklahoma State University | $10,095 | Stillwater, OK, US | Scholarships | 2016 |
| Neo Am College | $6,766 | Miami, OK, US | Scholarships | 2016 |
| Zena Fire Department | $4,254 | Jay, OK, US | Contribution For Equipment | 2016 |
Foundations Similar to The Waltman Trust
Discover 5 foundations with comparable assets ($347,556-$390,179), similar grant patterns, and geographic focus in OK that may also align with your organization's funding needs and grant seeking strategy.
| Foundation Name | Total Assets | Typical Grant Size | Service Area | Similarity Match |
|---|---|---|---|---|
|
Evelyn R Daly Foundation Inc
EIN: 73-1323754 | 55 grants awarded |
$358,868
(≈ Similar) |
$3,500
median grant |
Drumright, OK
Same state |
|
|
Marshall W Maupin Testamentary Trust
EIN: 74-6445416 | 36 grants awarded |
$357,662
(≈ Similar) |
$4,240
median grant |
Claremore, OK
Same state |
|
|
Aaron & Gertrude Karchmer Memorial
EIN: 73-1463604 | 224 grants awarded |
$385,734
(≈ Similar) |
$2,500
median grant |
Oklahoma City, OK
Same state |
|
|
Bealmear Charitable Trust Xxx-xx-xxxx
EIN: 38-6952106 | 30 grants awarded |
$347,556
(≈ Similar) |
$6,032
median grant |
Tulsa, OK
Same state |
|
|
Byers Family Foundation
EIN: 87-1118652 | 71 grants awarded |
$390,179
(≈ Similar) |
$5,110
median grant |
Edmond, OK
Same state |
|
Related Foundation Resources in OK:
Contact Information
Official contact details for The Waltman Trust as registered with the IRS. These details are essential for grant applications, correspondence, and due diligence processes.
| EIN | 73-6324106 |
| Website | N/A |
| Address | 55750 E 340 RD Jay, OK 74346-6406 |
Key People (2)
Board members, trustees, and key staff who oversee The Waltman Trust's grant making decisions and strategic direction. Understanding leadership composition can provide insights into foundation priorities and potential networking opportunities.
| Trustee | Tim Caswell |
|---|---|
| Trustee | Danny Ray Viles |
Forms 990-PF
IRS Form 990-PF filings provide comprehensive financial information, grant details, and operational data. These documents are essential resources for understanding foundation capacity, giving patterns, and strategic priorities.
Form 990-PF Research Tips
- Review Part XV for detailed grant recipient information and funding purposes
- Check Part I for total assets, annual giving amounts, and payout requirements
- Examine Part VIII for key personnel compensation and board structure
- Look for trends across multiple years to understand giving patterns
About This Foundation Profile
This comprehensive foundation profile for The Waltman Trust is powered by Grant Bay's advanced foundation research platform. Our system analyzes IRS Form 990-PF filings, grant histories, and philanthropic patterns to provide nonprofit organizations with actionable intelligence for grant seeking success.
Data Sources & Accuracy
All information is derived from official IRS filings and public records. Grant Bay processes thousands of Form 990-PF documents to extract grant details, financial data, and organizational information. Data accuracy depends on foundation reporting quality and IRS filing completeness.
Research Applications
Use this profile for prospect research, grant strategy development, application preparation, and relationship building. Combine this data with additional research on foundation priorities, application processes, and board member backgrounds for comprehensive grant seeking strategies.