ALICE L WALTON FOUNDATION: Form 990PF, tax year 2023
View the entire original 990 at ProPublica ↗
- Organization
- ALICE L WALTON FOUNDATION (EIN 82-3700633)
- Tax period
- 2023-01-01 to 2023-12-31
- Filed
- 2024-11-11
- IRS object ID
- 202433169349102373
- Schema version
- 2023v5.1
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- Schedule B
- Accounting Fees Schedule
- Depreciation Schedule
- Expenditure Responsibility Stmt
- Gain Loss Sale Other Assets Sch
- Investments Other Schedule2
- Land Etc Schedule2
- Legal Fees Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Notes Loans Rcvbl Long Sch
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2024-11-11T15:15:50+00:00 | ReturnTs |
| Tax Period End | 2023-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 621665434 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | WALTON ENTERPRISES LLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 1860 | AddressLine1Txt |
| City | BENTONVILLE | CityNm |
| State Abbreviation | AR | StateAbbreviationCd |
| ZIP | 727121860 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2023-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 823700633 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Alice L Walton Foundation | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | ALIC | BusinessNameControlTxt |
| Phone | 4794641570 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO Box 1860 | AddressLine1Txt |
| City | Bentonville | CityNm |
| State Abbreviation | AR | StateAbbreviationCd |
| ZIP | 72712 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | AUGUST MARTIN | PersonNm |
| Person Title | TREASURER | PersonTitleTxt |
| Signature | 2024-11-11 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | LUKE C MITCHELL | PreparerPersonNm |
| PTIN | P03095207 | PTIN |
| Phone | 4794641500 | PhoneNum |
| Preparation | 2024-11-11 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2023 | TaxYr |
| Build TS | 2024-10-15 13:58:12Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $4,399,184,837 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $160,640,000 | ContriRcvdRevAndExpnssAmt |
| Dividends Rev And Expnss | $162,551,705 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $162,545,123 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $74,100,448 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $1,047,209,302 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $74,074,293 | CapGainNetIncmNetInvstIncmAmt |
| Gross Sales Less Ret And Allwnc | $0 | GrossSalesLessRetAndAllwncAmt |
| Cost Of Goods Sold | $0 | CostOfGoodsSoldAmt |
| Gross Profit Rev And Expnss | $0 | GrossProfitRevAndExpnssAmt |
| Other Income Rev And Expnss | $765,499 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $1,394,775 | OtherIncomeNetInvstIncmAmt |
| Other Income Adj Net Incm | $0 | OtherIncomeAdjNetIncmAmt |
| Total Rev And Expnss | $398,057,652 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $238,014,191 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $0 | TotalAdjNetIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $615,010 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $615,010 | CompOfcrDirTrstDsbrsChrtblAmt |
| Oth Empl Slrs Wgs Rev And Expnss | $83,003 | OthEmplSlrsWgsRevAndExpnssAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $83,003 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Pension Empl Bnft Rev And Expnss | $25,901 | PensionEmplBnftRevAndExpnssAmt |
| Pension Empl Bnft Dsbrs Chrtbl | $25,901 | PensionEmplBnftDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $134,398 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $0 | LegalFeesNetInvstIncmAmt |
| Legal Fees Adj Net Incm | $0 | LegalFeesAdjNetIncmAmt |
| Legal Fees Dsbrs Chrtbl | $134,398 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $144,076 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $0 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $144,076 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $9,885,583 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $5,312,647 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Adj Net Incm | $0 | OtherProfFeesAdjNetIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $4,572,936 | OtherProfFeesDsbrsChrtblAmt |
| Interest Rev And Expnss | $1,495,841 | InterestRevAndExpnssAmt |
| Interest Net Invst Incm | $1,455,508 | InterestNetInvstIncmAmt |
| Taxes Rev And Expnss | $13,833,077 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $8,215,659 | TaxesNetInvstIncmAmt |
| Taxes Adj Net Incm | $0 | TaxesAdjNetIncmAmt |
| Taxes Dsbrs Chrtbl | $17,352 | TaxesDsbrsChrtblAmt |
| Deprec And Dpltn Rev And Expnss | $98 | DeprecAndDpltnRevAndExpnssAmt |
| Deprec And Dpltn Net Invst Incm | $0 | DeprecAndDpltnNetInvstIncmAmt |
| Deprec And Dpltn Adj Net Incm | $0 | DeprecAndDpltnAdjNetIncmAmt |
| Printing And Pub Rev And Expnss | $2,145 | PrintingAndPubRevAndExpnssAmt |
| Printing And Pub Dsbrs Chrtbl | $2,145 | PrintingAndPubDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $7,168,941 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $7,142,181 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Adj Net Incm | $0 | OtherExpensesAdjNetIncmAmt |
| Other Expenses Dsbrs Chrtbl | $17,819 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $33,388,073 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $22,125,995 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $5,612,640 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $94,958,378 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $94,958,378 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $128,346,451 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $22,125,995 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $100,571,018 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $269,711,201 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $215,888,196 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $207,898,641 | CashBOYAmt |
| Cash EOY | $1,649,849 | CashEOYAmt |
| Cash EOYFMV | $1,649,849 | CashEOYFMVAmt |
| Acct Rcvbl BOY | $1,500 | AcctRcvblBOYAmt |
| Acct Rcvbl EOY | $0 | AcctRcvblEOYAmt |
| Acct Rcvbl EOYFMV | $0 | AcctRcvblEOYFMVAmt |
| Pledges Rcvbl BOY | $0 | PledgesRcvblBOYAmt |
| Pledges Rcvbl EOY | $0 | PledgesRcvblEOYAmt |
| Pledges Rcvbl EOYFMV | $0 | PledgesRcvblEOYFMVAmt |
| Rcvbl From Officers BOY | $0 | RcvblFromOfficersBOYAmt |
| Rcvbl From Officers EOY | $0 | RcvblFromOfficersEOYAmt |
| Rcvbl From Officers EOYFMV | $0 | RcvblFromOfficersEOYFMVAmt |
| Other Nts And Loans Rcvbl | $644,000 | OtherNtsAndLoansRcvblAmt |
| Other Rcvbl Allwnc Dbtfl Acct | $0 | OtherRcvblAllwncDbtflAcctAmt |
| Other Nts And Loans Rcvbl BOY | $644,000 | OtherNtsAndLoansRcvblBOYAmt |
| Other Nts And Loans Rcvbl EOY | $644,000 | OtherNtsAndLoansRcvblEOYAmt |
| Other Nts And Loans Rcvbl EOYFMV | $644,000 | OtherNtsAndLoansRcvblEOYFMVAmt |
| US Government Obligations BOY | $0 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $0 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $0 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $0 | CorporateStockBOYAmt |
| Corporate Stock EOY | $0 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $0 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $0 | CorporateBondsBOYAmt |
| Corporate Bonds EOYFMV | $0 | CorporateBondsEOYFMVAmt |
| Invst Land Cost Or Other Basis | $0 | InvstLandCostOrOtherBasisAmt |
| Invst Land Accum Depreciation | $0 | InvstLandAccumDepreciationAmt |
| Land Bldg Investments BOY | $0 | LandBldgInvestmentsBOYAmt |
| Land Bldg Investments EOYFMV | $0 | LandBldgInvestmentsEOYFMVAmt |
| Other Investments BOY | $3,528,639,902 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $3,896,192,600 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $4,249,381,334 | OtherInvestmentsEOYFMVAmt |
| Land Bldg Equip Cost Or Other Bss | $147,509,752 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $98 | LandBldgEquipAccumDeprecAmt |
| Land BOY | $39,110,089 | LandBOYAmt |
| Land EOY | $147,509,654 | LandEOYAmt |
| Land EOYFMV | $147,509,654 | LandEOYFMVAmt |
| Other Assets BOY | $0 | OtherAssetsBOYAmt |
| Other Assets EOY | $0 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $0 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $3,776,294,132 | TotalAssetsBOYAmt |
| Total Assets EOY | $4,045,996,103 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $4,399,184,837 | TotalAssetsEOYFMVAmt |
| Accounts Payable BOY | $9,230 | AccountsPayableBOYAmt |
| Accounts Payable EOY | $0 | AccountsPayableEOYAmt |
| Loans From Officers BOY | $0 | LoansFromOfficersBOYAmt |
| Loans From Officers EOY | $0 | LoansFromOfficersEOYAmt |
| Mortgages And Notes Payable BOY | $0 | MortgagesAndNotesPayableBOYAmt |
| Mortgages And Notes Payable EOY | $0 | MortgagesAndNotesPayableEOYAmt |
| Total Liabilities BOY | $9,230 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Retained Earning BOY | $3,776,284,902 | RetainedEarningBOYAmt |
| Retained Earning EOY | $4,045,996,103 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $3,776,284,902 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $4,045,996,103 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $3,776,294,132 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $4,045,996,103 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $3,776,284,902 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $269,711,201 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $4,045,996,103 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $4,045,996,103 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (14 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Excess FMV Over Adjusted BssExcessFMVOverAdjustedBssAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|
| NT CASH - VARIOUS STOCKS | P | $17,666,340 | $18,654,749 | -$988,409 | $0 | -$988,409 |
| NT CASH - CAPITAL GAIN DISTRIBUTION | P | $986,835 | $0 | $986,835 | $0 | $986,835 |
| NT CASH - VARIOUS STOCKS | P | $187,344,293 | $184,161,988 | $3,182,305 | $0 | $3,182,305 |
| NT WALTER SCOTT - VARIOUS STOCKS | P | $4,012,562 | $3,809,481 | $203,081 | $0 | $203,081 |
| NT EAFE - CAPITAL GAIN DISTRIBUTION | P | $0 | $2,786,033 | -$2,786,033 | $0 | -$2,786,033 |
| NT EAFE - VARIOUS STOCKS | P | $48,224 | $49,968 | -$1,744 | $0 | -$1,744 |
| NT EAFE - VARIOUS STOCKS | P | $41,731 | $44,076 | -$2,345 | $0 | -$2,345 |
| NT R1000 - CAPITAL GAIN DISTRIBUTION | P | $135,171 | $0 | $135,171 | $0 | $135,171 |
| NT R1000 - VARIOUS STOCKS | P | $26,552,884 | $25,689,268 | $863,616 | $0 | $863,616 |
| NT R1000 - VARIOUS STOCKS | P | $42,162,302 | $31,555,711 | $10,606,591 | $0 | $10,606,591 |
| NT EQUITIZATION - VARIOUS STOCKS | P | $17,969,939 | $17,966,482 | $3,457 | $0 | $3,457 |
| NT EQUITIZATION - SECTION 1256 GAINS | P | $11,703,295 | $0 | $11,703,295 | $0 | $11,703,295 |
| NT IT BONDS - VARIOUS STOCKS | P | $652,087,629 | $688,391,098 | -$36,303,469 | $0 | -$36,303,469 |
| PASS-THROUGH - CAPITAL GAINS | P | $86,498,097 | $26,155 | $86,471,942 | $0 | $86,471,942 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $74,074,293 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | $0 | NetShortTermCapitalGainLossAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $3,000,846 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $3,000,846 | SubtotalAmt |
| Tax Based On Investment Income | $3,000,846 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $6,595,612 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $6,595,612 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $3,594,766 | OverpaymentAmt |
| Applied To ES Tax | $3,594,766 | AppliedToESTaxAmt |
| Refund | $0 | RefundAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | false | LegislativePoliticalActyInd |
| More Than100 Spent | false | MoreThan100SpentInd |
| Form1120 POL Filed | false | Form1120POLFiledInd |
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | Yes (true) | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | Yes (true) | UnrelatedBusIncmOverLimitInd |
| Form990 T Filed | Yes (true) | Form990TFiledInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (true) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Org Report Or Register State | DE | OrgReportOrRegisterStateCd |
| Org Report Or Register State | AR | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (true) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | false | PrivateOperatingFoundationInd |
| New Substantial Contributors | false | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
| Website Address | https://alicelwaltonfoundation.org/ | WebsiteAddressTxt |
| Individual With Books | Abigail Spinks | IndividualWithBooksNm |
| Phone | 9182738194 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 300 SW 24th Street | AddressLine1Txt |
| City | Bentonville | CityNm |
| State Abbreviation | AR | StateAbbreviationCd |
| ZIP | 72712 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | Yes (true) | ForeignAccountsQuestionInd |
| Foreign Country | JA | ForeignCountryCd |
| Foreign Country | NL | ForeignCountryCd |
| Foreign Country | UK | ForeignCountryCd |
| Foreign Country | CA | ForeignCountryCd |
| Foreign Country | DA | ForeignCountryCd |
| Foreign Country | FR | ForeignCountryCd |
| Foreign Country | GM | ForeignCountryCd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | false | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | false | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | Yes (true) | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | false | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | false | ActsFailToQlfyAsExceptionsInd |
| Uncorrected Prior Acts | false | UncorrectedPriorActsInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Business Holdings | false | BusinessHoldingsInd |
| Jeopardy Investments | false | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | false | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | false | InfluenceLegislationInd |
| Influence Election | false | InfluenceElectionInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Grants To Organizations | Yes (true) | GrantsToOrganizationsInd |
| Noncharitable Purpose | false | NoncharitablePurposeInd |
| Transactions Fail To Qlfy As Exc | false | TransactionsFailToQlfyAsExcInd |
| Maintained Expenditure Rspns | Yes (true) | MaintainedExpenditureRspnsInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (6 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| ALICE L WALTON | ||||||||
| PO BOX 1860 | BENTONVILLE | AR | 72712 | DIRECTOR, PRESIDENT | 2.000 | $0 | $0 | $0 |
| RICHARD A HOSLEY | ||||||||
| PO BOX 1860 | BENTONVILLE | AR | 72712 | SECRETARY | 0.500 | $0 | $0 | $0 |
| PHILIP SIGSWORTH | ||||||||
| PO BOX 1860 | BENTONVILLE | AR | 72712 | TREASURER (UNTIL 12/14/2023) | 0.500 | $0 | $0 | $0 |
| NATE FALKNER | ||||||||
| PO BOX 1860 | BENTONVILLE | AR | 72712 | EXECUTIVE DIRECTOR (UNTIL 07/31/2023) | 40.000 | $140,996 | $3,568 | $0 |
| HEIDI KATO | ||||||||
| PO BOX 1860 | BENTONVILLE | AR | 72712 | INTERIM EXECUTIVE DIRECTOR (FROM 07/31/2023 - 10/02/2023) | 40.000 | $214,033 | $17,477 | $0 |
| REUBEN MCDANIEL | ||||||||
| PO BOX 1860 | BENTONVILLE | AR | 72712 | MANAGING DIRECTOR (As of 10/02/2023) | 40.000 | $259,981 | $6,436 | $0 |
Compensation Highest Paid Empl CompensationHighestPaidEmplGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | ROGER NORMAN | PersonNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 1860 | AddressLine1Txt |
| City | BENTONVILLE | CityNm |
| State Abbreviation | AR | StateAbbreviationCd |
| ZIP | 72712 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Title | Program Officer | TitleTxt |
| Average Hrs Per Wk Devoted To Pos | 40.000 | AverageHrsPerWkDevotedToPosRt |
| Compensation | $83,003 | CompensationAmt |
| Employee Benefits | $5,624 | EmployeeBenefitsAmt |
| Expense Account | $0 | ExpenseAccountAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp (5 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Service TypeServiceTypeTxt | CompensationCompensationAmt | Address Line2USAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|
| Baldwin and Shell Construction | ||||||
| 6514 A Lynchs Prairie Cove | Springdale | AR | 72762 | Construction Services | $16,365,908 | |
| walton enterprises llc | ||||||
| PO BOX 1860 | BENTONVILLE | AR | 72712 | MANAGEMENT SERVICES | $5,084,634 | |
| Art and Wellness Enterprises LLC | ||||||
| PO Box 1860 | Bentonville | AR | 72712 | Management Services | $2,617,056 | |
| THE CHARTIS GROUP LLC | ||||||
| 220 W KINZIE 3RD FLOOR | CHICAGO | IL | 60654 | CONSULTING SERVICES | $1,047,687 | |
| Marlon Blackwell Architect PA | ||||||
| 217 E DICKSON ST | FAYETTEVILLE | AR | 72701 | ARCHITECTURAL SERVICES | $954,772 | SUITE 104 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contractor Paid Over50k | 14 | ContractorPaidOver50kCnt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $3,806,263,363 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $96,026,335 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $3,902,289,698 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Adjusted Total FMV Of Unused Ast | $3,902,289,698 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $58,534,345 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $3,843,755,353 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $192,187,768 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $192,187,768 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $3,000,846 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $3,000,846 | TotalTaxAmt |
| Distributable Before Adj | $189,186,922 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $189,186,922 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $189,186,922 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $100,571,018 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Charitable Assets Acquis Paid | $108,399,663 | CharitableAssetsAcquisPaidAmt |
| Set Aside Cash Distri Test | $0 | SetAsideCashDistriTestAmt |
| Qualifying Distributions | $208,970,681 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $189,186,922 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $163,211,915 | UndistributedIncomePYAmt |
| Prior Year1 | 2021 | PriorYear1Yr |
| Prior Year2 | 2020 | PriorYear2Yr |
| Prior Year3 | 2019 | PriorYear3Yr |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $0 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $0 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $0 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $0 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $0 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $208,970,681 | QualifyingDistributionsAmt |
| Applied To Year1 | $163,211,915 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $45,758,766 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $0 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $143,428,156 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $0 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $0 | ExcessFromYear4Amt |
| Excess From Year3 | $0 | ExcessFromYear3Amt |
| Excess From Year2 | $0 | ExcessFromYear2Amt |
| Excess From Year1 | $0 | ExcessFromYear1Amt |
| Excess From Current Year | $0 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | Alice L Walton | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (83 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|
| Alice L Walton School of Medicine | |||||||
| 900 McClain Rd | Bentonville | AR | 72712 | PC | To support general operations. | $22,880,666 | |
| American Academy in Rome | |||||||
| 7 E 60th Street | New York | NY | 10022 | PC | To support general operations. | $10,000 | |
| Arisa Health Inc | |||||||
| 2400 South 48th Street | Springdale | AR | 727626683 | PC | to sustain integrated care and whole health treatments for behavioral healthcare patients | $267,455 | |
| Arizona State University Foundation | |||||||
| PO Box 2260 | Tempe | AZ | 852802260 | PC | to support the hire and programming led by the Curator of Culture & Community Relations as part of the Leadership in Arts program. | $216,842 | |
| Arkansas Black Hall of Fame Foundation | |||||||
| 21 Bascom Drive | Little Rock | AR | 72223 | PC | To support general operations. | $5,000 | |
| Arkansas Children's Foundation | |||||||
| 1 Childrens Way Slot 661 | Little Rock | AR | 72202 | PC | to provide support for general operations of the Arkansas Children's Hospital campus in Northwest Arkansas through Steffan Sarkin's 2023 Swim fundraising effort. | $40,000 | |
| Arkansas Committee of the National Museum of Women in the Arts | |||||||
| 6402 Trinity Drive | Pine Bluff | AR | 71603 | PC | To support programs that empower women artists in Arkansas and programs that feature works of women artists. | $10,000 | |
| Arkansas Community Foundation Inc | |||||||
| 5 Allied Drive Suite 51110 | Little Rock | AR | 72202 | PC | Support for Planned Parenthood in Little Rock, NWA, and Greater Texas. | $125,000 | |
| Arkansas Museum of Fine Arts Foundation | |||||||
| PO Box 2137 | Little Rock | AR | 722032137 | PC | to support the student, educator, and community engagement programs. | $367,457 | |
| Barnabas Foundation Inc | |||||||
| PO Box 3200 | Springfield | MO | 65808 | PC | to support the development of an adaptive arts center to support art programs for campers of all abilities. | $250,000 | |
| Bentonville Public Schools | |||||||
| 500 Tiger Blvd | Bentonville | AR | 727124208 | GOV | to support the purchase of commercial blenders and mobile pop-up kitchen equipment to support the preparation and distribution of healthier school meals. | $53,754 | |
| Bill Hillary and Chelsea Clinton Foundation | |||||||
| 1633 Broadway 5th Floor | New York | NY | 10019 | PC | To support the Clinton Foundation Endowment. | $1,000,000 | |
| Boys and Girls Clubs of America | |||||||
| 1275 Peachtree Street NE | Atlanta | GA | 303093506 | PC | To support general operations. | $25,000 | |
| Camp War Eagle Inc | |||||||
| PO Box 506 | Rogers | AR | 72756 | POF | To support general operations. | $18,285,350 | |
| Canopy NWA | |||||||
| 1142 N Futrall Dr | Fayetteville | AR | 72703 | PC | To support general operations. | $50,000 | |
| Care Community Center | |||||||
| PO Box 1030 | Rogers | AR | 72757 | PC | to support 6 month pilot to help expand reach of VITA tax filing services. | $39,064 | |
| Center for Curatorial Leadership | |||||||
| 174 East 80th Street | New York | NY | 10075 | PC | To support general operations. | $50,000 | |
| Children's Museum of Manhattan | |||||||
| 212 West 38th Street | New York | NY | 10024 | PC | to create an endowment to support the organization's new museum on Central Park West at 96th street. | $500,000 | |
| Circle of Life | |||||||
| 901 Jones Rd | Springdale | AR | 727620875 | PC | to provide hospice programming for patients who cannot afford care and to support the building campaign. | $3,000,000 | |
| City of Fort Worth - Animal Adoption Center | |||||||
| Code Compliance Department | Fort Worth | TX | 76104 | GOV | To support general operations. | $20,000 | |
| Civic Symphony of Benton County Guild Inc dba Arkansas Philharmonic Orc | |||||||
| P O Box 1723 | Bentonville | AR | 72712 | PC | To support general operations. | $50,000 | |
| Clark Atlanta University Inc | |||||||
| 223 James P Brawley Dr SW | Atlanta | GA | 30314 | PC | to provide scholarship support to eligible Clark Atlanta University students enrolled in the Art History major at the Atlanta University Center. | $23,500 | |
| Clark Atlanta University Inc | |||||||
| 223 James P Brawley Dr SW | Atlanta | GA | 30314 | PC | to support salary and benefits costs to host a 2-year pilot to hire 1 faculty member to lead the school's engagement in AUC Art Collective program. | $93,953 | |
| Cowboy Artists of America Joe Beeler Foundation | |||||||
| PO Box 186 | Clifton | TX | 76634 | PC | to provide support for annual artist exhibition and sale in Ft. Worth. | $5,000 | |
| Dress for Success Northwest Arkansas | |||||||
| 100 North Dixieland Road | Rogers | AR | 727561123 | PC | To support general operations. | $10,000 | |
| Farmington Public Schools | |||||||
| 42 South Double Springs Road | Farmington | AR | 72730 | GOV | to support the preparation of healthier student meals at Farmington Middle School. | $50,000 | |
| Fort Worth Zoological Association Inc | |||||||
| 1989 Colonial Parkway | Fort Worth | TX | 76110 | PC | ZOO 2020: A PERFECT VISION ENDOWMENT | $500,000 | |
| Girl Scouts - Diamonds of Arkansas Oklahoma and Texas | |||||||
| 11311 Arcade Drive | Fayetteville | AR | 72212 | PC | To support general operations. | $20,000 | |
| Hispanic Federation Inc | |||||||
| 55 Exchange Place 5th FL | New York | NY | 10005 | PC | to support artistic workshops in Northwest Arkansas and collaboration between Crystal Bridges American Art Museum and Miranda Family Fellows. | $53,000 | |
| Hope Women's Shelter Inc | |||||||
| PO Box 1650 | Mineral Wells | TX | 76068 | PC | To support general operations. | $20,000 | |
| Jorge M Prez Art Museum of Miami-Dade County Inc | |||||||
| 1103 Biscayne Boulevard | Miami | FL | 331321758 | PC | to support the hiring and development of a collections and exhibitions planning director as a portion of the leadership in arts museum program. | $122,000 | |
| Kalamazoo Institute of Arts | |||||||
| 314 South Park Street | Kalamazoo | MI | 490075102 | PC | to support the hiring and development of a Community Engagement Officer and a Senior Operations Manager as a portion of the leadership in arts museum program. | $193,000 | |
| Lincoln Center for the Performing Arts Inc | |||||||
| 70 Lincoln Center Plaza | New York | NY | 10023 | PC | to support prek-12 education programs. | $25,000 | |
| Lincoln Consolidated School District | |||||||
| 107 E School St | Lincoln | AR | 727448841 | GOV | to support the purchase of salad bar cafeteria equipment and menu management software to support the preparation of healthier foods at the district's school cafeterias. | $24,734 | |
| Massachusetts Museum of Contemporary Art Foundation Inc | |||||||
| 1040 Mass Moca Way | North Adams | MA | 01247 | PC | To support the general operating endowment for ongoing collaborations with Crystal Bridges and others in 2020 and beyond. | $150,000 | |
| Mercy Health Foundation Northwest Arkansas | |||||||
| 2710 S Rife Medical Lane | Rogers | AR | 72758 | PC | to support the Rogers Hospital. | $20,000 | |
| Metropolitan Museum of Art | |||||||
| 1000 5th Ave | New York | NY | 10028 | PC | to support American art efforts. | $25,000 | |
| Miami Dade College Foundation Inc | |||||||
| 300 Northeast 2nd Avenue | Miami | FL | 331322204 | PC | to support the creation of a museum studies certificate and one year of program operating costs. | $411,473 | |
| Morehouse College | |||||||
| 830 Westview Drive SW | Atlanta | GA | 303143773 | PC | to support salary and benefits costs to host a 2-year pilot to hire 1 faculty member to lead the school's engagement in AUC Art Collective program. | $78,000 | |
| Morehouse College | |||||||
| 830 Westview Drive SW | Atlanta | GA | 303143773 | PC | to provide scholarship support to eligible Morehouse students enrolled in the Art History major at the Atlanta University Center. | $40,000 | |
| Museum of Contemporary Art Los Angeles | |||||||
| 250 South Grand Avenue | Los Angeles | CA | 900123007 | PC | to support the hire, development, and program activities of a Director of Community Outreach as part of the Leadership in Art Museums program. | $209,000 | |
| Museum of Modern Art | |||||||
| 11 West 53 Street | New York | NY | 10019 | PC | To support general operations. | $38,000 | |
| National Museum of Women in the Arts Inc | |||||||
| 1250 New York Avenue NW | Washington | DC | 20009 | PC | To support general operations. | $75,000 | |
| New Haven Home Inc | |||||||
| 115 SW 3rd Street | Mineral Wells | TX | 76067 | PC | To support general operations. | $140,000 | |
| New York and Presbyterian Hospital | |||||||
| 525 E 8th St | New York | NY | 10065 | PC | To support general operations. | $50,000 | |
| New York Shakespeare Festival | |||||||
| 425 Lafayette Street | New York | NY | 100037021 | PC | to provide sponsorship for the Gala on the Green. | $50,000 | |
| Newark Museum Association | |||||||
| 49 Washington Street | Newark | NJ | 071023109 | PC | to support the hiring and development of community engagement roles as a portion of the leadership in arts museum program. | $387,500 | |
| Northwest Arkansas Children's Shelter | |||||||
| 860 NW Vaughn Road | Bentonville | AR | 72713 | PC | To support general operations. | $100,000 | |
| Northwest Arkansas Community College Foundation Inc | |||||||
| One College Drive | Bentonville | AR | 72712 | PC | To support general operations. | $50,000 | |
| Northwest Arkansas Council Foundation | |||||||
| 4100 Corporate Center Drive Suite | Springdale | AR | 72762 | PC | to support operational and staffing costs for Northwest Arkansas Council Healthcare Transformation Division, including the hiring of an organizational Director and the planning and launch of projects for participating institutions | $250,000 | |
| Northwest Arkansas Food Bank Inc | |||||||
| 1378 June Self Drive | Bethel Heights | AR | 72764 | PC | to support the construction of the NWA Center for Hunger Relief and increase access to fresh and nutritious foods. | $250,000 | |
| Peabody Essex Museum Inc | |||||||
| 161 Essex Street | Salem | MA | 019703726 | PC | to support the hire and programming led by the Manager of Internships and Fellowships as part of the Leadership in Arts program | $110,300 | |
| Peace at Home Family Shelter | |||||||
| PO Box 10946 | Fayetteville | AR | 72703 | PC | To support general operations. | $50,000 | |
| Presbyterian Children's Homes and Services | |||||||
| 5920 W William Cannon Drive | Austin | TX | 78749 | PC | support for Texas Facilities | $25,000 | |
| Presbyterian Night Shelter of Tarrant County | |||||||
| PO Box 2645 | Fort Worth | TX | 76113 | PC | To support the shelter's food pantry program. | $10,000 | |
| Robin Hood Foundation | |||||||
| 826 Broadway 9th Floor | New York | NY | 10003 | PC | To support general operations. | $1,000,000 | |
| Silk Road Project Inc | |||||||
| Post Office Box 35460 | Allston | MA | 02135 | PC | to support the organization's music commissions and art education programs, including multiple engagements in Northwest Arkansas. | $528,667 | |
| Smarthistory Inc | |||||||
| 10 Woodbrook Rd | Pleasantville | NY | 10570 | PC | to support an expansion of the Seeing American program and to support the mentorship of emerging art historians from diverse backgrounds. | $300,400 | |
| Smithsonian Institution | |||||||
| 600 Maryland Ave SW | Washington | DC | 20002 | PC | to support the continuation of the Smithsonian Institute's archive digitization efforts and the purchase and distribution of "remote oral history kits" to record oral histories from artists of underrepresented groups. | $400,639 | |
| Smithsonian Institution | |||||||
| 600 Maryland Ave SW | Washington | DC | 20002 | PC | To support general operations. | $25,000 | |
| SOAR After School Program | |||||||
| 922 E Emma Ave | Springdale | AR | 72764 | PC | to support the organization's 2023-2024 afterschool programs in Northwest Arkansas. | $200,000 | |
| South Arts Inc | |||||||
| 1800 Peachtree St NW Suite 808 | Atlanta | GA | 30309 | PC | to provide matched funding to support the US Southeast's regional engagement in the America's Cultural Treasures program. | $521,985 | |
| Spelman College | |||||||
| 350 Spelman Ln SW | Atlanta | GA | 303144399 | PC | to establish the Atlanta University Center (AUC) Collective for the Study of Art History & Curatorial Studies. | $1,198,200 | |
| Spelman College | |||||||
| 350 Spelman Ln SW | Atlanta | GA | 303144399 | PC | To support the Atlanta University Center (AUC) Collective for the Study of Art History & Curatorial Studies. | $2,200,000 | |
| Symphony Orchestra of Northwest Arkansas | |||||||
| PO Box 1243 | Fayetteville | AR | 72702 | PC | To support general operations. | $25,000 | |
| Tarleton State University | |||||||
| Shelby Huxen Dept of Animal Scien 1 | Stephenville | TX | 76402 | GOV | To support the Tarleton Equine Assisted Therapy (TREAT) Program. | $17,275 | 333 W Washington |
| The Aspen Institute Inc | |||||||
| 2300 N St NW 700 | Washington | DC | 200371122 | PC | To support the society of fellows. | $25,000 | |
| The Aspen Institute Inc | |||||||
| 2300 N St NW 700 | Washington | DC | 200371122 | PC | to support Phase 1 of the Aspen Opportunity Youth Forum's work to help youth find meaning and purpose. | $833,333 | |
| The Board of Trustees of the Leland Stanford Junior University | |||||||
| 450 Jane Stanford Way | Stanford | CA | 94305 | PC | To support scholarships for AWSOM students, RAISE-Health, Stanford Health Policy Research Partnerships, and Stanford Medicine and the Muse. | $30,000,000 | |
| The Morehouse School of Medicine Inc | |||||||
| 720 Westview Drive Southwest | Atlanta | GA | 303101458 | PC | The President's Innovation Fund and Scholarship Endowment Support | $2,250,000 | |
| The National Cowgirl Museum and Hall of Fame Inc | |||||||
| 1720 Gendy Street | Fort Worth | TX | 76107 | PC | To provide general operating support and support of Hall of Fame luncheon. | $25,000 | |
| The Peel Compton Foundation | |||||||
| 312 North Main Street | Bentonville | AR | 727125337 | POF | To support the Peel Compton environmental preservation and public programs. | $25,000 | |
| The University of Arkansas Foundation Inc | |||||||
| 535 W Research Center Blvd | Fayetteville | AR | 72701 | PC | to support the rollout of a nutrition and wellness program for student athletes. | $37,500 | |
| The University of Arkansas Foundation Inc | |||||||
| 535 W Research Center Blvd | Fayetteville | AR | 72701 | PC | to establish the Black Music Institute at the University of Arkansas and support program operations for the certificate and Masters program in Black Sacred Music. | $424,180 | |
| The University of Arkansas Foundation Inc dba UAMS Foundation | |||||||
| 4301 W Markham Street | Little Rock | AR | 72205 | PC | to support deploying the UAMS Comprehensive School Nutrition Enrichment Program (CSNEP) to Northwest Arkansas public school districts. | $287,811 | |
| The University of Arkansas Foundation Inc dba UAMS Foundation | |||||||
| 4301 W Markham Street | Little Rock | AR | 72205 | PC | to support the Northwest (NWA) Arkansas Double Your Dollar (DYD) program. | $75,000 | |
| The University of Texas at Austin | |||||||
| 110 Inner Campus Drive | Austin | TX | 78705 | GOV | to support the Darren Walker Scholarship Program endowment. | $250,000 | |
| United Way of Northwest Arkansas Inc | |||||||
| 100 Parkwood St | Lowell | AR | 72745 | PC | To support general operations. | $150,000 | |
| University of the Ozarks | |||||||
| 415 North College Avenue | Clarksville | AR | 72830 | PC | To support general operations. | $75,000 | |
| Van Cliburn Foundation Inc | |||||||
| 201 Main Street Suite 100 | Fort Worth | TX | 76102 | PC | To support general operations. | $50,000 | |
| Vincent Price Art Museum Foundation | |||||||
| 1301 Avenida Cesar Chavez | Monterey Park | CA | 91754 | PC | to provide support for a new Museum Studies Certificate Program at East LA Community College/ Vincent Price Art Museum. | $71,912 | |
| Walton Family Foundation Inc | |||||||
| PO Box 1860 | Bentonville | AR | 72712 | PF | to support costs associated with the NWA Land Bank project acquisitions under which Grantee acquires property for planned donation to charities or governmental units for public purposes. | $3,016,428 | |
| Whitney Museum of American Art | |||||||
| 99 Gansevoort St | New York | NY | 10014 | PC | To support general operations. | $40,000 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $94,958,378 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business | 523000 | BusinessCd |
| Unrelated Business Taxbl Incm | $6,582 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | 14 | ExclusionCd |
| Exclusion | $162,545,123 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business | 523000 | BusinessCd |
| Unrelated Business Taxbl Incm | $26,155 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | 18 | ExclusionCd |
| Exclusion | $74,074,293 | ExclusionAmt |
Other Revenue Described OtherRevenueDescribedGrp (2 entries)
| DescDesc | ExclusionExclusionCd | ExclusionExclusionAmt | BusinessBusinessCd | Unrelated Business Taxbl IncmUnrelatedBusinessTaxblIncmAmt |
|---|---|---|---|---|
| Northern Trust | 14 | -$23,926 | ||
| Pass-through - Other Income/(Loss) | 14 | $1,418,701 | 523000 | -$629,276 |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | -$596,539 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $238,014,191 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $237,417,652 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | false | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | false | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | false | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | false | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | false | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | false | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | false | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | false | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | false | RelationshipsNonchrtblEOInd |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ALICE L WALTON 2021 WYOMING TRUST | BusinessNameLine1Txt |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 7372 | AddressLine1Txt |
| City | JACKSON | CityNm |
| State Abbreviation | WY | StateAbbreviationCd |
| ZIP | 83002 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $160,640,000 | TotalContributionsAmt |
| Person Contribution | Yes (X) | PersonContributionInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $144,076 | Amt |
| Disbursements Charitable Prps | $144,076 | DisbursementsCharitablePrpsAmt |
Depreciation Schedule DepreciationSchedule
Depreciation Property DepreciationPropertyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Property | FURNITURE, FIXTURES, & EQUIPMENT | PropertyDesc |
| Current Year Expense | $98 | CurrentYearExpenseAmt |
Expenditure Responsibility Stmt ExpenditureResponsibilityStmt
Expenditure Responsibility ExpenditureResponsibilityGrp (4 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | GrantGrantDt | GrantGrantAmt | Purpose Of GrantPurposeOfGrantTxt | Expended By GranteeExpendedByGranteeAmt | Any Diversion By GranteeAnyDiversionByGranteeTxt | Dates Of Reports By GranteeDatesOfReportsByGranteeTxt | VerificationVerificationDt | Results Of VerificationResultsOfVerificationTxt |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Camp War Eagle Inc | |||||||||||
| PO Box 506 | Rogers | AR | 72756 | 2023-05-19 | $18,285,350 | To support general operations. | $10,723,036 | NONE | 11/07/24 | 2024-11-07 | THE GRANTEE HAS PROVIDED THE FOUNDATION WITH THE REQUIRED REPORTS. THE FOUNDATION HAS NO REASON TO DOUBT THE ACCURACY OR RELIABILITY OF THE REPORT, THEREFORE, NO FURTHER VERIFICATION BY THE FOUNDATION IS DEEMED NECESSARY. |
| The Peel Compton Foundation | |||||||||||
| 312 North Main Street | Bentonville | AR | 727125337 | 2023-08-15 | $25,000 | To support the Peel Compton environmental preservation and public programs. | $10,397 | none | 04/16/24 | 2024-04-16 | THE GRANTEE HAS PROVIDED THE FOUNDATION WITH THE REQUIRED REPORTS. THE FOUNDATION HAS NO REASON TO DOUBT THE ACCURACY OR RELIABILITY OF THE REPORT, THEREFORE, NO FURTHER VERIFICATION BY THE FOUNDATION IS DEEMED NECESSARY. |
| The Peel Compton Foundation | |||||||||||
| 312 North Main Street | Bentonville | AR | 72712 | 2022-05-13 | $25,000 | 2022 OUTDOOR EDUCATION AND PRESERVATION PROGRAMS | $25,000 | NONE | 05/19/23, 11/08/24 | 2024-11-08 | THE GRANTEE HAS PROVIDED THE FOUNDATION WITH THE REQUIRED REPORTS. THE FOUNDATION HAS NO REASON TO DOUBT THE ACCURACY OR RELIABILITY OF THE REPORT, THEREFORE, NO FURTHER VERIFICATION BY THE FOUNDATION IS DEEMED NECESSARY. |
| Walton Family Foundation Inc | |||||||||||
| PO BOX 1860 | BENTONVILLE | AR | 72712 | 2023-12-05 | $3,016,428 | to support costs associated with the NWA Land Bank project acquisitions under which Grantee acquires property for planned donation to charities or governmental units for public purposes. | $2,915,228 | none | 03/06/24 | 2024-03-06 | THE GRANTEE HAS PROVIDED THE FOUNDATION WITH THE REQUIRED REPORTS. THE FOUNDATION HAS NO REASON TO DOUBT THE ACCURACY OR RELIABILITY OF THE REPORT, THEREFORE, NO FURTHER VERIFICATION BY THE FOUNDATION IS DEEMED NECESSARY. |
Gain Loss Sale Other Assets Sch GainLossSaleOtherAssetsSch
Gain Loss Sale Other Asset GainLossSaleOtherAssetGrp (14 entries)
| AssetAssetDesc | How AcquiredHowAcquiredTxt | Gross Sales PriceGrossSalesPriceAmt | BasisBasisAmt | Total NetTotalNetAmt |
|---|---|---|---|---|
| NT CASH - VARIOUS STOCKS | P | $17,666,340 | $18,654,749 | -$988,409 |
| NT CASH - CAPITAL GAIN DISTRIBUTION | P | $986,835 | $0 | $986,835 |
| NT CASH - VARIOUS STOCKS | P | $187,344,293 | $184,161,988 | $3,182,305 |
| NT WALTER SCOTT - VARIOUS STOCKS | P | $4,012,562 | $3,809,481 | $203,081 |
| NT EAFE - CAPITAL GAIN DISTRIBUTION | P | $0 | $2,786,033 | -$2,786,033 |
| NT EAFE - VARIOUS STOCKS | P | $48,224 | $49,968 | -$1,744 |
| NT EAFE - VARIOUS STOCKS | P | $41,731 | $44,076 | -$2,345 |
| NT R1000 - CAPITAL GAIN DISTRIBUTION | P | $135,171 | $0 | $135,171 |
| NT R1000 - VARIOUS STOCKS | P | $26,552,884 | $25,689,268 | $863,616 |
| NT R1000 - VARIOUS STOCKS | P | $42,162,302 | $31,555,711 | $10,606,591 |
| NT EQUITIZATION - VARIOUS STOCKS | P | $17,969,939 | $17,966,482 | $3,457 |
| NT EQUITIZATION - SECTION 1256 GAINS | P | $11,703,295 | $11,703,295 | |
| NT IT BONDS - VARIOUS STOCKS | P | $652,087,629 | $688,391,098 | -$36,303,469 |
| PASS-THROUGH - CAPITAL GAINS | P | $86,498,097 | $86,498,097 |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (6 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| NT - Investment Account | AT COST | $2,361,762,553 | $2,001,948,215 |
| NT - R1000 Account | AT COST | $400,250,101 | $1,066,734,083 |
| NT - EAFE Account | AT COST | $281,851,353 | $314,777,839 |
| NT - Cash Equitization Account | AT COST | $22,096,431 | $22,174,843 |
| NT - Walter Scott International | AT COST | $70,696,687 | $77,038,298 |
| NT - IT Bonds | AT COST | $759,535,475 | $766,708,056 |
Land Etc Schedule2 LandEtcSchedule2
Land Etc LandEtcGrp (3 entries)
| Category Or ItemCategoryOrItemTxt | Cost Or Other BasisCostOrOtherBasisAmt | Book ValueBookValueAmt | EOYFMVEOYFMVAmt | Accumulated DepreciationAccumulatedDepreciationAmt |
|---|---|---|---|---|
| Land | $8,040,000 | $8,040,000 | $8,040,000 | |
| Construction in Progress | $139,465,916 | $139,465,916 | $139,465,916 | |
| Furniture and Fixtures | $3,836 | $3,738 | $3,738 | $98 |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL FEES | CategoryTxt |
| Legal Fees | $134,398 | LegalFeesAmt |
| Disbursements Charitable Prps | $134,398 | DisbursementsCharitablePrpsAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (4 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| Pass-through - Other Deductions | $7,142,503 | $7,142,181 | |
| Technology | $14,989 | $14,989 | |
| Pass-through - Nondeductible Expenses | $8,619 | ||
| Miscellaneous | $2,830 | $2,830 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| Pass-through - Other income/(loss) | $789,425 | $1,418,701 |
| Northern Trust | -$23,926 | -$23,926 |
Other Notes Loans Rcvbl Long Sch OtherNotesLoansRcvblLongSch
Other Notes Loans Rcvbl Long OtherNotesLoansRcvblLongGrp
Borrower Name BorrowerNameGrp
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Partners for Better Housing | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Insider Relationship | None | InsiderRelationshipTxt |
| Loan Original | $644,000 | LoanOriginalAmt |
| Balance Due | $644,000 | BalanceDueAmt |
| Note | 2020-05 | NoteDt |
| Loan Maturity | 2023-05 | LoanMaturityDt |
| Repayment Terms | Principal and Unpaid Interest due at Maturity | RepaymentTermsTxt |
| Interest | 2.0 | InterestRt |
| Security Provided Borrower | None | SecurityProvidedBorrowerTxt |
| Loan Purpose | Provide capital for affordable housing project in Fayetteville, AR | LoanPurposeTxt |
| Lender Consideration | Cash | LenderConsiderationDesc |
| Consideration FMV | $644,000 | ConsiderationFMVAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| Investment Management Fees | $5,312,647 | $5,312,647 | |
| Administrator & Management Fees | $4,572,936 | $4,572,936 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (4 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| Excise Tax | $5,600,000 | ||
| Pass-through - Foreign Taxes | $5,598,053 | $5,597,987 | |
| Northern Trust - Foreign Taxes | $2,617,672 | $2,617,672 | |
| Property Taxes | $17,352 | $17,352 |