SHAW WALKER FOUNDATION: Form 990PF, tax year 2021
View the entire original 990 at ProPublica ↗
- Organization
- SHAW WALKER FOUNDATION (EIN 38-3125893)
- Tax period
- 2021-01-01 to 2021-12-31
- Filed
- 2022-05-12
- IRS object ID
- 202231329349102478
- Schema version
- 2021v4.2
- 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
- Accounting Fees Schedule
- All Oth Prog Rltd Investments Sch
- Depreciation Schedule
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Investments Govt Obligations Sch
- Investments Other Schedule2
- Legal Fees Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Increases Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2022-05-12T12:39:50-05:00 | ReturnTs |
| Tax Period End | 2021-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BDO USA LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 200 OTTAWA AVE NW STE 300 | AddressLine1Txt |
| City | GRAND RAPIDS | CityNm |
| State Abbreviation | MI | StateAbbreviationCd |
| ZIP | 49503 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2021-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 383125893 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE SHAW & BETTY WALKER FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| In Care Of | % STEPHANIE MORRALL | InCareOfNm |
| Business Name Control | SHAW | BusinessNameControlTxt |
| Phone | 2317445294 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 5100 | AddressLine1Txt |
| City | NORTH MUSKEGON | CityNm |
| State Abbreviation | MI | StateAbbreviationCd |
| ZIP | 49445 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | STEPHANIE MORRALL | PersonNm |
| Person Title | SECRETARY | PersonTitleTxt |
| Phone | 2317445294 | PhoneNum |
| Signature | 2022-04-18 | SignatureDt |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | STEPHANIE | PersonFirstNm |
| Person Last | MORRALL | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | DANIEL W FULLER | PreparerPersonNm |
| PTIN | P00238135 | PTIN |
| Phone | 6167747000 | PhoneNum |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 2 | TrustedCustomerCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2021 | TaxYr |
| Build TS | 2022-09-23 18:48:47Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $26,791,143 | 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 | $0 | ContriRcvdRevAndExpnssAmt |
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Interest On Sav Rev And Expnss | $103 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $103 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $469,646 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $444,610 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $3,325,538 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $14,459,595 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $3,338,788 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $201 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $201 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $3,795,488 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $3,783,702 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $32,937 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $16,469 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $16,469 | CompOfcrDirTrstDsbrsChrtblAmt |
| Pension Empl Bnft Rev And Expnss | $2,520 | PensionEmplBnftRevAndExpnssAmt |
| Pension Empl Bnft Net Invst Incm | $1,260 | PensionEmplBnftNetInvstIncmAmt |
| Pension Empl Bnft Dsbrs Chrtbl | $1,260 | PensionEmplBnftDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $1,440 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $720 | LegalFeesNetInvstIncmAmt |
| Legal Fees Adj Net Incm | $0 | LegalFeesAdjNetIncmAmt |
| Legal Fees Dsbrs Chrtbl | $720 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $3,990 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $1,995 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $0 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $1,995 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $275,170 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $275,170 | OtherProfFeesNetInvstIncmAmt |
| Taxes Rev And Expnss | $75,101 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $26,408 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Occupancy Rev And Expnss | $15,398 | OccupancyRevAndExpnssAmt |
| Occupancy Net Invst Incm | $7,699 | OccupancyNetInvstIncmAmt |
| Occupancy Dsbrs Chrtbl | $7,699 | OccupancyDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $4,149 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $2,065 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $2,084 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $410,705 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $331,786 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $30,227 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $1,320,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $1,320,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $1,730,705 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $331,786 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $1,350,227 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $2,064,783 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $3,451,916 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $595,072 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $759,985 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $1,049,985 | SavAndTempCashInvstEOYFMVAmt |
| US Government Obligations BOY | $1,296,023 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $1,293,901 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $1,295,586 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $15,662,835 | CorporateStockBOYAmt |
| Corporate Stock EOY | $17,773,501 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $23,854,014 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $708,748 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $584,884 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $584,125 | CorporateBondsEOYFMVAmt |
| Other Investments EOYFMV | $7,433 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $18,262,678 | TotalAssetsBOYAmt |
| Total Assets EOY | $20,412,271 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $26,791,143 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Retained Earning BOY | $18,262,678 | RetainedEarningBOYAmt |
| Retained Earning EOY | $20,412,271 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $18,262,678 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $20,412,271 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $18,262,678 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $20,412,271 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $18,262,678 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $2,064,783 | ExcessRevenueOverExpensesAmt |
| Other Increases | $84,810 | OtherIncreasesAmt |
| Subtotal | $20,412,271 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $20,412,271 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (8 entries)
| PropertyPropertyDesc | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | How AcquiredHowAcquiredCd |
|---|---|---|---|---|---|
| ML #04135 PUBLICLY TRADED SECURITIES | $6,459,950 | $5,174,998 | $1,286,312 | $1,284,952 | |
| ML #04135 PUBLICLY TRADED SECURITIES | $6,496,705 | $4,510,144 | $2,018,846 | $1,986,561 | |
| ML #04140 PUBLICLY TRADED SECURITIES | $343,994 | $346,432 | -$2,438 | -$2,438 | |
| ML #04140 PUBLICLY TRADED SECURITIES | $1,155,047 | $1,122,333 | $32,169 | $32,714 | |
| CAPITAL GAIN DIVIDENDS | $3,899 | P | |||
| CAPITAL GAIN DIVIDENDS | $3,899 | P | |||
| CAPITAL GAIN DIVIDENDS | $3,899 | P | |||
| CAPITAL GAIN DIVIDENDS | $3,899 | P |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $3,338,788 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $47,982 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $47,982 | SubtotalAmt |
| Tax Based On Investment Income | $47,982 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $43,200 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Total Payments And Credits | $43,200 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $170 | EsPenaltyAmt |
| Tax Due | $4,952 | TaxDueAmt |
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 | false | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (true) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Org Report Or Register State | MI | 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 | N/A | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | STEPHANIE MORRALL | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 2317445294 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 483 RUDDIMAN DRIVE | AddressLine1Txt |
| City | NORTH MUSKEGON | CityNm |
| State Abbreviation | MI | StateAbbreviationCd |
| ZIP | 494452782 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | false | ForeignAccountsQuestionInd |
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 | false | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | Yes (true) | 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 | false | GrantsToOrganizationsInd |
| Noncharitable Purpose | false | NoncharitablePurposeInd |
| 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 (5 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 |
|---|---|---|---|---|---|---|---|---|
| STEPHANIE MORRALL | ||||||||
| PO BOX 5100 | NORTH MUSKEGON | MI | 49445 | SECRETARY | 22.5 | $32,937 | $0 | $0 |
| BETTY WALKER | ||||||||
| PO BOX 5100 | NORTH MUSKEGON | MI | 49445 | VICE PRESIDENT/DIRECTOR | 1.0 | $0 | $0 | $0 |
| SHAW WALKER JR | ||||||||
| PO BOX 5100 | NORTH MUSKEGON | MI | 49445 | PRESIDENT/TREASURER/DIRECTOR | 1.0 | $0 | $0 | $0 |
| FRED GUENTHER | ||||||||
| PO BOX 5100 | NORTH MUSKEGON | MI | 49445 | DIRECTOR | 1.0 | $0 | $0 | $0 |
| BRUCE WALKER | ||||||||
| PO BOX 5100 | NORTH MUSKEGON | MI | 49445 | TREASURER | 1.0 | $0 | $0 | $0 |
Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MERRILL LYNCH | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 200 PARK AVENUE 13TH FLOOR | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10166 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Service Type | INVESTMENT MGMT | ServiceTypeTxt |
| Compensation | $275,170 | CompensationAmt |
Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | N/A | Description1Txt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | NONE | Description1Txt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $25,336,037 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $905,287 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $26,241,324 | TotalFMVOfUnusedAssetsAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $26,241,324 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $393,620 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $25,847,704 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $1,292,385 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $1,292,385 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $47,982 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $47,982 | TotalTaxAmt |
| Distributable Before Adj | $1,244,403 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $1,244,403 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $1,244,403 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $1,350,227 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Charitable Assets Acquis Paid | $0 | CharitableAssetsAcquisPaidAmt |
| Set Aside Suitability Test | $0 | SetAsideSuitabilityTestAmt |
| Set Aside Cash Distri Test | $0 | SetAsideCashDistriTestAmt |
| Qualifying Distributions | $1,350,227 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $1,244,403 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Prior Year1 | 2019 | PriorYear1Yr |
| Prior Year2 | 2018 | PriorYear2Yr |
| Prior Year3 | 2017 | PriorYear3Yr |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $35,020 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr3 | $7,388 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr1 | $8,441 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $50,849 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $1,350,227 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Current Year | $1,244,403 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $105,824 | RemainingDistriFromCorpusAmt |
| Total Corpus | $156,673 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov From Yr5 | $35,020 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $121,653 | ExcessDistriCyovToNextYrAmt |
| Excess From Year3 | $7,388 | ExcessFromYear3Amt |
| Excess From Year1 | $8,441 | ExcessFromYear1Amt |
| Excess From Current Year | $105,824 | ExcessFromCurrentYearAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Private Operating Foundations | PrivateOperatingFoundationsGrp |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | MRS BETTY WALKER | ContributingManagerNm |
| Contributing Manager | SHAW WALKER JR | ContributingManagerNm |
| Contributing Manager | BRUCE WALKER | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | SHAW WALKER FOUNDATION | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 5100 | AddressLine1Txt |
| City | NORTH MUSKEGON | CityNm |
| State Abbreviation | MI | StateAbbreviationCd |
| ZIP | 49445 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 2317445294 | RecipientPhoneNum |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (51 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| Alliance for the Great Lakes | |||||||
| 150 Michigan Avenue Suite 700 | Chicago | IL | 60601 | NONE | PC | OPERATIONAL PURPOSES | $20,000 |
| American Cancer Society | |||||||
| PO Box 10069 | Detroit | MI | 48210 | NONE | PC | OPERATIONAL PURPOSES | $10,000 |
| American First Legal | |||||||
| 300 Independence Avenue SE | Washington | DC | 20003 | NONE | PC | OPERATIONAL PURPOSES | $25,000 |
| American Red Cross of Muskegon-Oceana | |||||||
| 3886 Broadmoor Avenue SE | Grand Rapids | MI | 49512 | NONE | PC | OPERATIONAL PURPOSES | $20,000 |
| Angels of Action | |||||||
| PO Box 1020 | Big Rapids | MI | 49307 | NONE | PC | OPERATIONAL PURPOSES | $10,000 |
| ARC of Mecosta County | |||||||
| 18400 220th Avenue | Big Rapids | MI | 49307 | NONE | PC | OPERATIONAL PURPOSES | $10,000 |
| Autism Support of West Shore | |||||||
| PO Box 39 | Spring Lake | MI | 49456 | NONE | PC | OPERATIONAL PURPOSES | $15,000 |
| Big BrothersBig Sisters of the Lakeshore Inc | |||||||
| 4265 Grand Haven Road | Muskegon | MI | 49441 | NONE | PC | OPERATIONAL PURPOSES | $10,000 |
| Boys and Girls Club-YFCA | |||||||
| PO Box 1018 | Muskegon | MI | 49443 | NONE | PC | OPERATIONAL PURPOSES | $10,000 |
| Every Woman's Place | |||||||
| 1221 W Laketon Avenue | Muskegon | MI | 49441 | NONE | PC | OPERATIONAL PURPOSES | $10,000 |
| First Congregational-unrestricted | |||||||
| 1201 Jefferson Street | Muskegon | MI | 49441 | NONE | PC | OPERATIONAL PURPOSES | $10,000 |
| Frauenthal Center-The Next 90 Years | |||||||
| 425 W Western Avenue | Muskegon | MI | 49440 | NONE | PC | OPERATIONAL PURPOSES | $10,000 |
| Friends of the West Iron District Library | |||||||
| PO Box 328 | Iron River | MI | 49935 | NONE | PC | OPERATIONAL PURPOSES | $5,000 |
| Grand Traverse Regional Land Cons | |||||||
| 3860 N Long Lake Road Suite D | Traverse City | MI | 49684 | NONE | PC | OPERATIONAL PURPOSES | $170,000 |
| Great Lakes Outdoors Foundation | |||||||
| 420 W Mill Street | Hasting | MI | 49058 | NONE | PC | OPERATIONAL PURPOSES | $47,500 |
| Habitat for Humanity of Eastern Bighorn | |||||||
| PO BOX 6196 | Sheridan | WY | 82801 | NONE | PC | OPERATIONAL PURPOSES | $25,000 |
| Harbor Hospice of Muskegon County | |||||||
| 1050 West Western Avenue Ste 400 | Muskegon | MI | 49441 | NONE | PC | OPERATIONAL PURPOSES | $20,000 |
| Hope House Free Medical Clinic | |||||||
| PO Box 1045 | Big Rapids | MI | 49307 | NONE | PC | OPERATIONAL PURPOSES | $15,000 |
| Humane Soc and Animal Res Musk | |||||||
| 2640 Marquette Avenue | Muskegon | MI | 49442 | NONE | PC | OPERATIONAL PURPOSES | $10,000 |
| Keweenaw Land Trust | |||||||
| 101 Quincy Street Ste303 | Hancock | MI | 49930 | NONE | PC | OPERATIONAL PURPOSES | $20,000 |
| Leukemia and Lymphoma Society | |||||||
| 11550 N Meridian St Ste 115 | Carmel | IN | 46032 | NONE | PC | OPERATIONAL PURPOSES | $15,000 |
| Love Inc | |||||||
| 2735 E Apple Ave Suite A | Muskegon | MI | 49442 | NONE | PC | OPERATIONAL PURPOSES | $5,000 |
| Mayo- Stroke | |||||||
| 200 First Street | Rochester | MN | 55905 | NONE | PC | OPERATIONAL PURPOSES | $20,000 |
| Mecosta County Commission on Aging | |||||||
| 12954 80th Avenue | Mecosta | MI | 49333 | NONE | PC | OPERATIONAL PURPOSES | $15,000 |
| Michigan Tech University | |||||||
| 1400 Townsend Drive | Houghton | MI | 49931 | NONE | PC | OPERATIONAL PURPOSES | $50,000 |
| Munson Healthcare Foundation | |||||||
| 1150 Medical Campus Drive | Traverse City | MI | 49684 | NONE | PC | OPERATIONAL PURPOSES | $75,000 |
| Muskegon Lakeshore Museum Center | |||||||
| 430 West Western Avenue | Muskegon | MI | 49440 | NONE | PC | OPERATIONAL PURPOSES | $10,000 |
| Muskegon Museum of Art | |||||||
| 296 Webster Avenue | Muskegon | MI | 49440 | NONE | PC | OPERATIONAL PURPOSES | $25,000 |
| Muskegon Rescue Mission | |||||||
| 1691 Peck Street | Muskegon | MI | 49441 | NONE | PC | OPERATIONAL PURPOSES | $10,000 |
| Muskegon Sports Council-Girls Luge Team | |||||||
| PO Box 5085 | Muskegon | MI | 49445 | NONE | PC | OPERATIONAL PURPOSES | $10,000 |
| Northwoods Music Collaborative | |||||||
| PO Box 27 | Amasa | MI | 49903 | NONE | PC | OPERATIONAL PURPOSES | $40,000 |
| NRA Foundation-Freedom Action Foundation | |||||||
| 11250 Waples Mill Road | Fairfax | VA | 22030 | NONE | PC | OPERATIONAL PURPOSES | $50,000 |
| Old Mission Peninsula Education Foundation | |||||||
| 2699 Island View Road | Traverse City | MI | 49686 | NONE | PC | OPERATIONAL PURPOSES | $10,000 |
| Peninsula Community Library (Friends of)-ANONY | |||||||
| 2699 Island View Road | Traverse City | MI | 49686 | NONE | PC | OPERATIONAL PURPOSES | $10,000 |
| Preserve Hickory | |||||||
| 233 N Madison Street | Traverse City | MI | 49684 | NONE | PC | OPERATIONAL PURPOSES | $75,000 |
| Quest Ministries (Boy Scout Troop 114) | |||||||
| 16807 12 Mile Road | Big Rapids | MI | 49307 | NONE | PC | OPERATIONAL PURPOSES | $7,500 |
| Agewell SvsMeals on Wheels | |||||||
| 275 West Clay Suite 100 | Muskegon | MI | 49440 | NONE | PC | OPERATIONAL PURPOSES | $25,000 |
| Senior Resources discretion | |||||||
| 560 Seminole Road | Muskegon | MI | 49444 | NONE | PC | OPERATIONAL PURPOSES | $10,000 |
| Sheridan Community Land Trust | |||||||
| PO Box 7185 | Sheridan | WY | 82801 | NONE | PC | OPERATIONAL PURPOSES | $25,000 |
| Sheridan Community Tennis Association | |||||||
| 1603 Park Side Court | Sheridan | WY | 82801 | NONE | PC | OPERATIONAL PURPOSES | $10,000 |
| Sheridan County Memorial Hospital Foundation | |||||||
| PO Box 391 | Sheridan | WY | 82801 | NONE | PC | OPERATIONAL PURPOSES | $100,000 |
| Sheridan County YMCA | |||||||
| 417 N Jefferson Street | Sheridan | WY | 82801 | NONE | PC | OPERATIONAL PURPOSES | $75,000 |
| Sheridan Wyoming Dog & Cat Shelter | |||||||
| 84 E Ridge Road | Sheridan | WY | 82801 | NONE | PC | OPERATIONAL PURPOSES | $10,000 |
| Stephen Siller Tunnel to Towers Foundation | |||||||
| 2361 Hylan Blvd | Staten Island | NY | 10306 | NONE | PC | OPERATIONAL PURPOSES | $5,000 |
| The Hub on Smith (Formerly Snr Ctzn Council) | |||||||
| 211 Smith Street | Sheridan | WY | 82801 | NONE | PC | OPERATIONAL PURPOSES | $25,000 |
| The Watershed Center Grand Traverse Bay | |||||||
| 13272 S W Bay Shore Drive | Traverse City | MI | 49684 | NONE | PC | OPERATIONAL PURPOSES | $75,000 |
| Tommy Davis Memorial Fund | |||||||
| 826 Winslow Court | Norton Shores | MI | 49441 | NONE | PC | OPERATIONAL PURPOSES | $5,000 |
| Tuba Bach Concert Series | |||||||
| PO Box 1215 | Big Rapids | MI | 49307 | NONE | PC | OPERATIONAL PURPOSES | $10,000 |
| Walker Library Friends | |||||||
| 1522 Ruddiman Drive | N Muskegon | MI | 49445 | NONE | PC | OPERATIONAL PURPOSES | $10,000 |
| WGVU | |||||||
| LV Eberhard Center Robert C Pew | Grand Rapids | MI | 49504 | NONE | PC | OPERATIONAL PURPOSES | $10,000 |
| Wings of Mercy | |||||||
| 100 South Pine Street | Zeeland | MI | 49464 | NONE | PC | OPERATIONAL PURPOSES | $25,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $1,320,000 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fees Contracts From Govt Ag | FeesContractsFromGovtAgGrp | |
| Membership Dues And Assmnt | MembershipDuesAndAssmntGrp |
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $103 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $469,646 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Rntl Incm Re Debt Fincd Prop | NetRntlIncmReDebtFincdPropGrp | |
| Net Rntl Incm Re Not Debt Fincd Prop | NetRntlIncmReNotDebtFincdProp | |
| Net Rental Income Personal Prop | NetRentalIncomePersonalPropGrp | |
| Other Investment Income | OtherInvestmentIncomeGrp |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $3,325,538 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Income Loss From Special Evt | NetIncomeLossFromSpecialEvtGrp | |
| Gross Profit Loss Sls Of Invntry | GrossProfitLossSlsOfInvntryGrp |
Other Revenue Described OtherRevenueDescribedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | OTHER INCOME | Desc |
| Exclusion | 14 | ExclusionCd |
| Exclusion | $201 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $3,795,488 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $3,795,488 | 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 |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $3,990 | Amt |
| Net Investment Income | $1,995 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $1,995 | DisbursementsCharitablePrpsAmt |
All Oth Prog Rltd Investments Sch AllOthProgRltdInvestmentsSch
All Other Program Related Invst AllOtherProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | NONE | Desc |
Depreciation Schedule DepreciationSchedule
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond | CORPORATE BONDS - SEE ATTACH | BondNm |
| EOY Book Value | $584,884 | EOYBookValueAmt |
| EOYFMV | $584,125 | EOYFMVAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | CORPORATE STOCKS - SEE ATTACH | StockNm |
| EOY Book Value | $17,773,501 | EOYBookValueAmt |
| EOYFMV | $23,854,014 | EOYFMVAmt |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| US Govt Obligations Book Vl EOY | $1,293,901 | USGovtObligationsBookVlEOYAmt |
| US Govt Obligations EOYFMV | $1,295,586 | USGovtObligationsEOYFMVAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | ML #4140 ESTIMATED ACCRUED INT | CategoryOrItemTxt |
| Listed At Cost Or FMV | AT COST | ListedAtCostOrFMVCd |
| EOYFMV | $7,433 | EOYFMVAmt |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL FEES | CategoryTxt |
| Legal Fees | $1,440 | LegalFeesAmt |
| Net Investment Income | $720 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $720 | DisbursementsCharitablePrpsAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|---|
| STATE REGISTRATION FEE | $20 | $20 | |
| MISCELLANEOUS EXPENSES | $4,129 | $2,064 | $2,065 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | OTHER INCOME | Desc |
| Revenue And Expenses Per Books | $201 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $201 | NetInvestmentIncomeAmt |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | PRIOR PERIOD ADJUSTMENT | Desc |
| Amt | $84,810 | Amt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | MERRILL LYNCH ADMINISTRATIVE | CategoryTxt |
| Amt | $275,170 | Amt |
| Net Investment Income | $275,170 | NetInvestmentIncomeAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FOREIGN TAXES W/H ON DIVIDENDS | $26,408 | $26,408 | $0 |
| EXCISE TAX | $48,693 |