2021-11-14T15:30:55-06:00 2020-12-31 621665434 WALTON ENTERPRISES LLC PO BOX 1860 BENTONVILLE AR 72712 990PF 2020-01-01 821503941 Builders Initiative Foundation (FKA The Builders Initiative Inc) BUIL 4794641570 PO BOX 1860 BENTONVILLE AR 72712 ROBERT A SMITH TREASURER 2021-11-14 true ROBERT A SMITH 999009999 KENT C CROUCH P00810750 4794641500 2020-11-01 2020 2022-09-23 18:48:47Z X X 1126206376 X 534345840 11536629 11536629 -15141535 968323059 505574356 0 0 0 -475054 -435955 0 530265880 516675030 0 76396 0 0 76396 0 0 0 0 1887591 738678 0 1148913 5863 5863 3399425 999425 0 0 0 0 0 1440512 1439570 0 280 6809787 3183536 0 1225589 15240433 15240433 22050220 3183536 0 16466022 508215660 513491494 0 157377 117701 117701 219347 0 0 0 0 0 0 0 0 1000000 0 0 1000000 1000000 0 0 0 4100 754100 756250 0 0 0 0 0 0 484185314 991073895 1124332425 0 0 0 0 0 0 0 484566138 992945696 1126206376 0 0 0 0 0 163898 0 163898 X 484566138 992781798 484566138 992781798 484566138 992945696 484566138 508215660 0 992781798 0 992781798 NT Endowment 23000144 22352935 647209 0 647209 NT R1000 15706029 14014636 1691393 0 1691393 NT R1000 53855 0 53855 0 53855 NT EAFE 343536582 330565180 12971402 0 12971402 NT EAFE 88371 0 88371 0 88371 NT World EX 79512653 82216574 -2703921 0 -2703921 NT World EX 18411 0 18411 0 18411 Publicly Traded Securities 506407013 13629947 492777066 0 492777066 Pass Through Gain/Loss 30570 0 30570 0 30570 505574356 0 7137532 7137532 7137532 2631385 5000000 7631385 X 0 493853 493853 0 false false false false false true true false true true DE AR true false false false false true N/A KARI HARRIS 4794641570 PO BOX 1860 BENTONVILLE AR 72712 false false false false false false false false false false false false false false false true false false true false false false false Lukas T Walton PO BOX 1860 BENTONVILLE AR 72712 DIRECTOR; CO-CEO 10.000 0 0 0 SAMANTHA B WALTON PO BOX 1860 BENTONVILLE AR 72712 DIRECTOR; CO-CEO 5.000 0 0 0 Robert A Smith PO BOX 1860 BENTONVILLE AR 72712 TREASURER 2.000 0 0 0 LISA J FORBES PO BOX 1860 BENTONVILLE AR 72712 SECRETARY 5.000 0 0 0 Bruce McNamer PO BOX 1860 BENTONVILLE AR 72712 PRESIDENT 10.000 0 0 0 MATT KNOTT PO BOX 1860 BENTONVILLE AR 72712 DIRECTOR 2.000 0 0 0 WALTON ENTERPRISES LLC PO BOX 1860 BENTONVILLE AR 72712 MANAGEMENT SERVICES 1006466 Northern Trust 50 SOUTH LASALLE STREET CHICAGO IL 60603 INVESTMENT MANAGEMENT 327158 VENTURE CATALYST SERVICES 222 SAN DIEGO CA 90101 STRATEGIC CONSULTING 100000 Eastern Research Group Inc dba Blue Earth Consultants 110 Hartwell Avenue Lexington MA 02421 CONSULTING 82273 FARM FORWARD PO BOX 4120 PORTLAND OR 97208 CONSULTING 68000 0 N/A The Program-Related Investment (PRI) of a Convertible Promissory Note in Coral Vita, Inc. is being made to protect, sustain and preserve the natural environment by supporting coral reef restoration in tropical regions in order to promote climate resilience for vulnerable coastal and ocean ecosystems, habitats and communities. 1000000 A Program Related Investment (PRI) in Safe Preferred Stock of Carbon Counts Tech, PBC (Company) is being made to enable the Company to develop and operate tools to empower and motivate consumers to take small steps daily that educate and inform consumers of the environmental impact of their behavior and spending decisions, and practical mechanisms and opportunities for consumers to modify their behavior to measurably contribute to a reduction in greenhouse gas emissions, purchase carbon offsets, and become carbon neutral, all in furtherance of the charitable purposes of combatting environmental deterioration and educating the public. 750000 1750000 599526515 17834899 0 617361414 0 617361414 9260421 608100993 30405050 30405050 7137532 7137532 23267518 23267518 23267518 16466022 1750000 0 18216022 18216022 23267518 13735084 2016 0 0 0 0 0 0 0 18216022 13735084 0 0 4480938 0 0 0 0 0 0 18786580 0 0 0 0 0 0 0 0 LUKAS T WALTON X 6018North NFP 6018 N Kenmore Chicago IL 60660 PC To support the Art in the Age of COVID-19 project 27000 Academy for Global Citizenship Charter School 4647 W 47th Street Chicago IL 60632 PC To support general operations 40000 America Online Giving Foundation 40 East Main Street Suite 887 Newark DE 19711 PC Support for the Charitable Match Program 85472 Animal Protective Association 2914 N Elston Avenue Chicago IL 60618 PC To support general operations of Animal Protective Association 2500 Austin Coming Together 5049 W Harrison St Chicago IL 60644 PC To support Austin Coming Together acting as a convener of food players in the Austin neighborhood 83250 Board of Trustees of the Leland Stanford Junior University 450 Jane Stanford Way Stanford CA 94305 PC To support the Blue Food Assessment to place aquatic foods at the center of a sustainable healthy food future. 250000 BUILD Incorporated 5100 W Harrison St Chicago IL 60644 PC To support the Iris garden and Austin Grown youth program 53946 By the Hand Club for Kids PO Box 10043 Chicago IL 60610 PC To support the Austin Harvest youth program 49950 Catcade Inc 1235 W Belmont Ave Unit A Chicago IL 60657 PC To support general operations during COVID-19 20000 Chicago Artists Coalition 2130 W Fulton St Unit B Chicago IL 60612 PC To support ten microgrants and their associated administration as part of the SPARK Grant Program 25000 Chicago Community Trust 225 North Michigan Avenue Chicago IL 60601 PC To support Art Work Fund's funder collaborative 50000 Clean Future Forum Inc 1101 PENNSYLVANNIA AVE NW SUITE 300 Washington DC 20004 PC To support the Civitas project 32985 Coastal Enterprises Inc 30 Federal Street Brunswick ME 04011 PC To support Growing Maine's Sustainable Shellfish and Seaweed Aquaculture Industry 303882 Conservation International Foundation 2011 Crystal Drive Suite 600 Arlington VA 22202 PC To support the research for wild and farmed kelp as a climate change mitigation strategy and the workshop to share the findings with the scientific, policy and business community. 79686 Conservation International Foundation 2011 Crystal Drive Suite 600 Arlington VA 22202 PC Seeing the green in blue finance: Facilitating transfer of responsible financial tools and financing mechanisms from agriculture to aquaculture 254726 CREO Family Office Syndicate Corp 156 Fifth Avenue Suite 804 New York NY 10010 PC To build Oceans/Aquaculture Investor Network 164120 CREO Family Office Syndicate Corp 156 Fifth Avenue Suite 804 New York NY 10010 PC To support the implementation of CREO's growth strategy 300000 Dalhousie University PO Box 850 New York NY 10116 PC to support the Creative Disruption Labs oceans accelerator 100000 Dalhousie University Foundation Inc PO Box 850 New York NY 10116 PC To support Ocean School: Capacity Building for U.S. Engagement 150000 Enactus 1959 E Kerr Street Springfield MO 658034775 PC To implement a Race for the Oceans challenge event with its student entrepreneur groups around the world. The challenge would award prizes to the best new business ideas to solving for ocean problems related to overfishing, habitat degradation, pollution and climate change 50000 Enactus 1959 E Kerr Street Springfield MO 658034775 PC To support year two of the 1 Race 4 Oceans University Competition. 200000 Enrich Chicago 208 S La Salle St Chicago IL 60609 PC A 3-year commitment to Enrich Chicago at the $25,000 annual level would support general operations of training and programming, which is offered free across Chicago. The additional $25,000 in 2020, would help offset the impacts of COVID 19, and provide support to offset inceased costs in programming that has occurred from 2019 to 2020. 40000 Envest Inc 7721 SE 58th Street Mercer Island WA 98040 NC To support the Catalyst Sponsorship - World's Leading Environmental Investing Event 100000 Environment Colorado Research and Policy Center Inc 1543 Wazee St Ste 400 Denver CO 80202 PC To support general operations 10000 Environmental Defense Fund 257 Park Avenue South New York NY 10010 PC To support emerging technologies to achieve accountability, profitability, and climate resiliency in U.S. fisheries 425000 Environmental Law and Policy Center of the Midwest 35 East Wacker Drive Suite 1600 Chicago IL 60601 PC To continue supporting ELPC's Midwest Solar Acceleration Initiative 350000 Experimental Station 6100 S Blackstone Avenue Chicago IL 60637 PC To support Link Up Illinois 75000 Faith in Place 70 E Lake St Suite 920 Chicago IL 60601 PC To support the kitchen partnership with Greater St John Bible Church 56610 FamilyFarmed 328 N Albany Avenue Chicago IL 60612 PC To Support Good Food on Every Table 150000 ForeFront 208 S LaSalle Suite 1540 Chicago IL 60604 PC To support the Chicago Region Food System Fund, particularly the resilience round 500000 Friends of Big Marsh 11599 S Stony Island Chicago IL 60633 PC To support the continued development of Big Marsh Park and construction of the Big Hill 438016 Friends of the Chicago River 411 S Wells St Suite 800 Chicago IL 60607 PC To support general operations 20000 GAP community Center 2100 N KILDARE AVE Chicago IL 60639 PC To support Chiquitos in the Kitchen 14860 Gary Comer Youth Center 7200 S INGLESIDE AVE Chicago IL 60619 PC To support Producing Pathways in Greater Grand Crossing 250000 Global Impact 1199 N Fairfax Street Suite 300 Alexandria VA 22314 PC To support the Fishing Gear Location Marking Fund 75000 Greater Chicago Food Depository 4100 W ANN LURIE PLACE Chicago IL 60632 PC To support the creation of the Benefits Outreach Center of Expertise 311109 GreenWave Organization Corp 315 Front St New Haven CT 06513 PC To support an online resource platform for the regenerative ocean farming industry 200000 Grow Greater Englewood 6620 S Union Ave Chicago IL 60621 PC To support Englewood Village Farms. 137850 Growing Home Inc 825 W 69th Street 2nd Floor Chicago IL 60621 PC To close the food gap by increasing healthy food distribution in Englewood from 20% of GH's harvest to 50% of GH's harvest 165000 Gulf of Maine Research Institute 350 Commercial Street Portland ME 04101 PC To support research for the feasibility of offshore aquaculture in the Gulf of Maine 137647 IFF 333 S Wabash Ave Ste 2800 Chicago IL 60604 PC To support America?s Cultural Treasures in Chicago 250000 Inner-City Muslim Action Network 2744 W 63rd St Chicago IL 60629 PC To support the Fresh Market as a food coop 450000 Inner-City Muslim Action Network 2744 W 63rd St Chicago IL 60629 PC To support Phase I and Phase II of the Fresh Market 500000 Institute for Education Research and Scholarships (IFERS) 10209 Tujunga Canyon Boulevard Unit 207 Tujunga CA 91042 PC To support general operations of the Underground Basketball League 15000 International Community Foundation 2505 N Ave National City CA 91950 PC To support the Friends of CIAM Fund, which provides charitable support to Centro de Incidencia Ambiental 50000 Island Institute PO Box 648 Rockland ME 04841 PC To support the development of a resilient leadership framework for disruptive times 100000 Lawndale Christian Health Center 3860 West Ogden Ave Chicago IL 60623 PC To support the Farm on Ogden's VeggieRx expansion to include patients who do not hold current Supplemental Nutrition Assistance Program (SNAP) benefits 200000 Meridian Institute PO Box 1829 Dillion CO 80435 PC To support Seeing Systems, Leveraging Power, Managing Privilege: A Training Program for Philanthropic Funders and Impact Investors. 100000 Metropolitan Family Services One North Dearborn Suite 1000 Chicago IL 60602 PC To support Metropolitan Family Services 2020 Holiday Gift Program 5000 NeighborSpace 445 N Sacramento Blvd Suite 204 Chicago IL 60612 PC to support NBSP's Austin community gardens 99900 NeighborSpace 445 N Sacramento Blvd Suite 204 Chicago IL 60612 PC To support general operations 100000 New England Aquarium Corporation New England Aquarium Central Wharf Boston MA 02110 PC To support the New England Aquarium and SeaAhead, Inc.'s new Venture Fellows-in-Residence program. 250000 Openlands 25 East Washington Street Suite 165 0 Chicago IL 60602 PC To support Space to Grow's community engagement process in building five green schoolyards in Chicago Public Schools throughout 2021 80000 Operation Warm Inc 6 Dickinson Drive Suite 314 Chadds Ford PA 19317 PC To support Operation Warm's distribution of coats to Chicago youth 7500 PCC Community Wellness Center 14 Lake St Oak Park IL 60302 PC To support the pilot of a Veggie Rx program at PCC Salud Family Health Center 145000 Plant Chicago NFP 4459 S Marshfield Ave Chicago IL 60609 PC To support general operations 100000 Preservation Cascade Inc 1409 4th Ave S Great Falls MT 59405 PC To support the restoration of the Historic Tenth Street Bridge 75000 Public Media Institute 960 W 31st St Chicago IL 60608 PC To support The Quarantine Times 150000 Public Media Institute 960 W 31st St Chicago IL 60608 PC To support Buddy100 operations 65000 Rare Inc 1310 N Courthouse Road Suite 110 Arlington VA 22201 PC To support Make It Personal, a comprehensive system harnessing behavior change to reduce carbon emissions, will catalyze individual action on climate change 1000000 Rockefeller Philanthropy Advisors 30 Rockefeller Plaza Suite 5600 New York NY 101120002 PC To support membership in Upstart Co-Lab's 2.0 Community which will provide access to learning about and investment opportunities in the creative economy. 100000 SECORE International Inc 4673 Northwest Parkway Hilliard OH 43026 PC To support the implementation of SECORE International?s 2021-2023 strategic plan 80000 SECORE International Inc 4673 Northwest Parkway Hilliard OH 43026 PC To support testing and expansion of larval coral restoration methods across the Caribbean 299923 Social Good Fund 12651 San Pablo Ave 5473 Richmond CA 94805 PC To support Design Trust Chicago launch and general operations 75000 Spay Arkansas Inc 1909 West Huntsville Ave Springdale AR 72762 PC To support the spay and neuter efforts in Benton County as more fully described in Grantee's proposal for the third and fourth quarters of 2019. 13029 Spay Arkansas Inc 1909 West Huntsville Ave Springdale AR 72762 PC To support the spay and neuter efforts in Benton County as more fully described in Grantee's proposal for 2020 174535 Springboard for the Arts 262 University Ave W St Paul MN 55103 PC To launch the Rural Regenerators Fellowship and lay the groundwork for Fergus Falls to become the home for the Center for Rural Creativity and Regeneration 375000 Teton Science Schools 700 Coyote Canyon Rd Jackson WY 83001 PC To support a one-year fellowship for the graduate program 20268 Teton Science Schools 700 Coyote Canyon Rd Jackson WY 83001 PC To support the Place Network model's expansion into Illinois and other regions for three years 235000 The Barack Obama Foundation 5235 S Harper Ct Ste 1140 Chicago IL 60615 PC To support and sustain the work of the Barack Obama Foundation, with $1,500,000 in unrestricted support and $500,000 to support the Foundation?s community leadership efforts in Chicago: $100K to Obama Youth Job Corps and $400K to My Brothers Keeper. 2000000 The Nature Conservancy 4245 N Fairfax Drive Suite 100 Arlington VA 22203 PC To support the Techstars Sustainability Accelerator 74877 The Nature Conservancy 4245 N Fairfax Drive Suite 100 Arlington VA 22203 PC To support restorative aquaculture science, specifically the habitat value of kelp aquaculture and kelp-shellfish co-culture in New Zealand and Maine 160810 The Nature Conservancy 4245 N Fairfax Drive Suite 100 Arlington VA 22203 PC To support the use of mangroves as a coastal resilience tool in the Gulf of Mexico and Caribbean region 300000 UC San Diego Foundation 9500 Gilman Drive MC 0940 La Jolla CA 92093 PC To support the startBlue Accelerator t UC San Diego's Scripps Institution of Oceanography. 50000 United States Artists Inc 200 W Madison Street Floor 3 Chicago IL 60606 PC To United States Artists Awards Program and the Artist Relief program 180000 University of California at Santa Barbara 3227 Cheadle Hall Santa Barbara CA 931062050 PC To improve environmental outcomes of impact investment strategies on land and in the sea 125266 Urban Ecology Center Inc 1500 E Park Place Milwaukee WI 53211 PC To support general operations 50000 Urban Ecology Center Inc 1500 E Park Place Milwaukee WI 53211 PC To support UEC's years two and three of their three-year growth campaign, specifically the social enterprise and urban ecology center institute 200000 Urban Juncture Foundation 300 E 51st St Chicago IL 60615 PC To establish the Creative Incubator at The Forum as a catalyst for establishing the creative enterprises that will provide opportunities for local creatives and residents and revitalize the broader Bronzeville community. 150000 Westside Health Authority 5053 W Chicago Ave Chicago IL 60651 PC To support the development of Forty Acres grocery 637695 World Wildlife Fund Inc 1250 24th St NW Washington DC 20037 PC To support seaweed and mollusc aquaculture for climate and community benefits 349146 XPRIZE Foundation Inc 800 Corporate Pointe Suite 350 Culver City CA 90230 PC To support the fundraising for the Coral Restoration XPRIZE. A competition to incentivize teams to undertake coral restoration on an unprecedented scale 68875 15240433 0 14 11536629 18 -15141535 Other Pass Through Income/Loss 523600 -39099 18 -435955 -39099 -4040861 0 -4079960 false false false false false false false false false false X X 1 Lukas T Walton PO BOX 1860 BENTONVILLE AR 72712 137385000 X 2 Lukas T Walton PO BOX 1860 BENTONVILLE AR 72712 224550000 X 3 Lukas T Walton PO BOX 1860 BENTONVILLE AR 72712 172410840 X 1 1,000,000 SHARES OF PUBLICLY TRADED SECURITIES 137385000 2020-09-28 2 2,500,000 SHARES OF PUBLICLY TRADED SECURITIES 224555000 2020-10-29 3 1,953,000 SHARES OF PUBLICLY TRADED SECURITIES 172410840 2020-12-09 Envest Inc 7721 SE 58th Street Mercer Island PA 980404804 2020-08-21 100000 Catalyst Level Sponsorship for EnVest - an investor membership organization connecting top environmental investors 67384 None 01/29/2021 2021-01-29 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. Coral Vita Inc 1851 Sunset Blvd San Diego CA 92103 2020-08-04 1000000 A Program-Related Investment (PRI) of a Convertile Promissory Note in Coral Vita, Inc. is being made to protect, sustain and preserve the natural environment by supporting coral reef restoration in tropical regions in order to promote climate resilience for vulnerable coastal and ocean ecosystems, habitats and communities. 1000000 None 07/19/2021 2021-07-19 The Borrower has provided the Foundation with a report stating that it has complied with the terms of the Foundation's loan through its most recent year-ending December 31, 2020. The Foundation has no reason to doubt the accuracy or reliability of the above reports; therefore, further verification by the Foundation was deemed unnecessary. Carbon Counts Tech PBC 58A Fayerweather St Cambridge MA 02138 2020-12-17 750000 A Program Related Investment (PRI) in Safe Preferred Stock of Carbon Counts Tech, PBC (Company) is being made to enable the Company to develop and operate tools to empower and motivate consumers to take small steps daily that educate and inform consumers of the environmental impact of their behavior and spending decisions, and practical mechanisms and opportunities for consumers to modify their behavior to measurably contribute to a reduction in greenhouse gas emissions, purchase carbon offsets, and become carbon neutral, all in furtherance of the charitable purposes of combatting environmental deterioration and educating the public. 750000 None 09/28/2021 2021-09-28 The Grantee has provided the Foundation with a letter stating that it has complied with the terms of the Foundation's grant through its most recent year-ending December 31, 2020. The Foundation has no reason to doubt the accuracy or reliability of the above reports; therefore, further verification by the Foundation was deemed unnecessary. Stronger America Through Seafood 1209 Orange Street Wilmington DE 19801 2019-11-26 136000 To develop and execute an aquaculture media strategy based upon the creation and broad distribution of educational materials that constitute nonpartisan analysis, study, or research. 136000 None 3/27/20, 4/02/2021 2021-04-02 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. NT Endowment 23000144 22352935 647209 NT R1000 15706029 14014635 1691394 NT R1000 53855 0 53855 NT EAFE 343536582 330565179 12971403 NT EAFE 88371 0 88371 NT World EX 79512653 82216574 -2703921 NT World EX 18411 0 18411 PUBLICLY TRADED SECURITIES 506407013 534345840 -27938827 PASS THROUGH GAIN/LOSS 30570 0 30570 Publicly Traded Securities 4100 6250 Carbon Counts Tech PBC - Preferred Stock 750000 750000 Northern Trust Account AT COST 421834917 454523502 Northern R1000 Account AT COST 235141981 293505751 Northern EAFE Account AT COST 327521 0 Northern World EX Account AT COST 332553198 374637282 Closed Loop Ventures AT COST 1216278 1665890 Legal Fees 76396 76396 Secretary of State Fees 25 25 Registered Agent Fees 255 255 Pass Through Deductions 1440232 1439570 Pass Through Other Taxable Income (Loss) -2951 36148 NT - Other Income -4715 -4715 Section 988 Gain/Loss -467388 -467388 Book/Tax Differences 163898 Coral Vita Inc - Convertible Promissory Note 1000000 1000000 2020-08 2022-08 Following the second anniversary of the Initial Closing 6.0 None To protect, sustain and preserve the natural environment by supporting coral reef restoration . Cash 1000000 NT Investment Management Fees 530100 530100 Consulting Fees 351025 351025 Management Services 797888 797888 WIT - Investment Management Fees 208578 208578 Excise Tax 2400000 NT - Foreign Taxes 989142 989142 Pass Through Foreign Taxes 10283 10283