date:Sep 18, 2013
handily.
The trusts returned about 14 percent a year before taxes during that period, according to a Bloomberg analysis of IRS filings. That growth means the four Helen Walton trusts have been accumulating assets faster than they give them away. As of 2011, they held a combined $2 billion, up from $1.4 billion in 2007.
Barring a stark reversal of fortune, at least that much money will probably pass to Helen Waltons heirs.
Jackie O. trusts are primarily charitable planning tools whose only gen