ALICE L WALTON FOUNDATION: Form 990PF, tax year 2020
View the entire original 990 at ProPublica ↗
- Organization
- ALICE L WALTON FOUNDATION (EIN 82-3700633)
- Tax period
- 2020-01-01 to 2020-12-31
- Filed
- 2021-11-12
- IRS object ID
- 202133169349103558
- Schema version
- 2020v4.0
- 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
- 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 Liabilities Schedule
- Other Notes Loans Rcvbl Long Sch
- Other Professional Fees Schedule
- Substantial Contributors Sch
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2021-11-12T13:37:46-06:00 | ReturnTs |
| Tax Period End | 2020-12-31 | 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 | 72712 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2020-01-01 | 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 | Buddy D Philpot | PersonNm |
| Person Title | Secretary | PersonTitleTxt |
| Signature | 2021-11-12 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | Buddy D | PersonFirstNm |
| Person Last | Philpot | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Kent C Crouch | PreparerPersonNm |
| PTIN | P00810750 | PTIN |
| Phone | 4794641500 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2020 | 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 | $3,379,869,049 | 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 | $2,787,480,871 | ContriRcvdRevAndExpnssAmt |
| Dividends Rev And Expnss | $6,714,609 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $6,674,009 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $78,297,157 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $1,206,284,645 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $896,879,970 | 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 | -$1,167,224 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | -$1,158,447 | OtherIncomeNetInvstIncmAmt |
| Other Income Adj Net Incm | $0 | OtherIncomeAdjNetIncmAmt |
| Total Rev And Expnss | $2,871,325,413 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $902,395,532 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $0 | TotalAdjNetIncmAmt |
| Legal Fees Rev And Expnss | $70,406 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $0 | LegalFeesNetInvstIncmAmt |
| Legal Fees Adj Net Incm | $0 | LegalFeesAdjNetIncmAmt |
| Legal Fees Dsbrs Chrtbl | $70,406 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $0 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $0 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $0 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $1,331,166 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $609,104 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Adj Net Incm | $0 | OtherProfFeesAdjNetIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $722,062 | OtherProfFeesDsbrsChrtblAmt |
| Interest Rev And Expnss | $154,810 | InterestRevAndExpnssAmt |
| Interest Net Invst Incm | $147,486 | InterestNetInvstIncmAmt |
| Taxes Rev And Expnss | $2,568,899 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $318,894 | TaxesNetInvstIncmAmt |
| Taxes Adj Net Incm | $0 | TaxesAdjNetIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Deprec And Dpltn Rev And Expnss | $0 | DeprecAndDpltnRevAndExpnssAmt |
| Deprec And Dpltn Net Invst Incm | $0 | DeprecAndDpltnNetInvstIncmAmt |
| Deprec And Dpltn Adj Net Incm | $0 | DeprecAndDpltnAdjNetIncmAmt |
| Other Expenses Rev And Expnss | $1,548,114 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $1,516,687 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Adj Net Incm | $0 | OtherExpensesAdjNetIncmAmt |
| Other Expenses Dsbrs Chrtbl | $709 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $5,673,395 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $2,592,171 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $793,177 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $16,870,655 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $16,870,655 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $22,544,050 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $2,592,171 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $17,663,832 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $2,848,781,363 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $899,803,361 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $18,010 | CashBOYAmt |
| Cash EOY | $221,508,682 | CashEOYAmt |
| Cash EOYFMV | $221,508,682 | CashEOYFMVAmt |
| Acct Rcvbl | $0 | AcctRcvblAmt |
| Acct Rcvbl BOY | $60,767 | AcctRcvblBOYAmt |
| Acct Rcvbl EOY | $0 | AcctRcvblEOYAmt |
| Acct Rcvbl EOYFMV | $0 | AcctRcvblEOYFMVAmt |
| 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 | $0 | 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 | $329,164,334 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $2,954,745,469 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $3,156,156,367 | OtherInvestmentsEOYFMVAmt |
| Land Bldg Equip Cost Or Other Bss | $1,560,000 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $0 | LandBldgEquipAccumDeprecAmt |
| Land BOY | $0 | LandBOYAmt |
| Land EOY | $1,560,000 | LandEOYAmt |
| Land EOYFMV | $1,560,000 | LandEOYFMVAmt |
| Other Assets BOY | $0 | OtherAssetsBOYAmt |
| Other Assets EOY | $0 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $0 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $329,243,111 | TotalAssetsBOYAmt |
| Total Assets EOY | $3,178,458,151 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $3,379,869,049 | TotalAssetsEOYFMVAmt |
| 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 |
| Other Liabilities BOY | $0 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $433,677 | OtherLiabilitiesEOYAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $433,677 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Retained Earning BOY | $329,243,111 | RetainedEarningBOYAmt |
| Retained Earning EOY | $3,178,024,474 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $329,243,111 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $3,178,024,474 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $329,243,111 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $3,178,458,151 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $329,243,111 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $2,848,781,363 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $3,178,024,474 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $3,178,024,474 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (33 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Excess FMV Over Adjusted BssExcessFMVOverAdjustedBssAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|---|
| PUBLICLY TRADED SECURITIES - 752,085 SHARES | D | 2020-09-28 | 2020-09-29 | $103,176,787 | $8 | $103,176,779 | $0 | $103,176,779 |
| PUBLICLY TRADED SECURITIES - 247,915 SHARES | D | 2020-09-28 | 2020-11-18 | $37,225,226 | $2 | $37,225,224 | $0 | $37,225,224 |
| PUBLICLY TRADED SECURITIES - 106,647 SHARES | D | 2020-11-24 | 2020-11-24 | $16,140,539 | $1 | $16,140,538 | $0 | $16,140,538 |
| PUBLICLY TRADED SECURITIES - 316,600 SHARES | D | 2020-11-24 | 2020-11-25 | $48,070,279 | $3 | $48,070,276 | $0 | $48,070,276 |
| PUBLICLY TRADED SECURITIES - 226,753 SHARES | D | 2020-11-24 | 2020-11-27 | $34,410,209 | $2 | $34,410,207 | $0 | $34,410,207 |
| PUBLICLY TRADED SECURITIES - 295,855 SHARES | D | 2020-12-01 | 2020-12-01 | $45,094,258 | $3 | $45,094,255 | $0 | $45,094,255 |
| PUBLICLY TRADED SECURITIES - 305,259 SHARES | D | 2020-12-01 | 2020-12-02 | $46,032,314 | $3 | $46,032,311 | $0 | $46,032,311 |
| PUBLICLY TRADED SECURITIES - 398,886 SHARES | D | 2020-12-01 | 2020-12-03 | $59,513,553 | $4 | $59,513,549 | $0 | $59,513,549 |
| PUBLICLY TRADED SECURITIES - 118,886 SHARES | D | 2020-12-10 | 2020-12-10 | $17,486,936 | $1 | $17,486,935 | $0 | $17,486,935 |
| PUBLICLY TRADED SECURITIES - 383,217 SHARES | D | 2020-12-10 | 2020-12-11 | $56,296,475 | $4 | $56,296,471 | $0 | $56,296,471 |
| PUBLICLY TRADED SECURITIES - 260,691 SHARES | D | 2020-12-10 | 2020-12-14 | $38,177,405 | $3 | $38,177,402 | $0 | $38,177,402 |
| PUBLICLY TRADED SECURITIES - 367,214 SHARES | D | 2020-12-10 | 2020-12-15 | $53,461,468 | $4 | $53,461,464 | $0 | $53,461,464 |
| PUBLICLY TRADED SECURITIES - 418,571 SHARES | D | 2020-12-10 | 2020-12-16 | $61,046,268 | $4 | $61,046,264 | $0 | $61,046,264 |
| PUBLICLY TRADED SECURITIES - 738,213 SHARES | D | 2020-12-10 | 2020-12-17 | $107,782,917 | $7 | $107,782,910 | $0 | $107,782,910 |
| PUBLICLY TRADED SECURITIES - 213,208 SHARES | D | 2020-12-10 | 2020-12-18 | $31,195,457 | $2 | $31,195,455 | $0 | $31,195,455 |
| PUBLICLY TRADED SECURITIES - 172,939 SHARES | D | 2020-12-21 | 2020-12-22 | $24,997,348 | $2 | $24,997,346 | $0 | $24,997,346 |
| PUBLICLY TRADED SECURITIES - 252,061 SHARES | D | 2020-12-21 | 2020-12-23 | $36,119,518 | $3 | $36,119,515 | $0 | $36,119,515 |
| GS COVERED PUTS - VARIOUS STOCKS | D | $654,318 | $424,408 | $229,910 | $0 | $229,910 | ||
| GS COVERED CALLS - VARIOUS STOCKS | D | $2,385,766 | $2,339,781 | $45,985 | $0 | $45,985 | ||
| NT CASH - VARIOUS STOCKS | D | $29,371,388 | $31,190,009 | -$1,818,621 | $0 | -$1,818,621 | ||
| NT CASH - VARIOUS STOCKS | D | $11,628,785 | $11,076,126 | $552,659 | $0 | $552,659 | ||
| NT CASH - CAPITAL GAIN DISTRIBUTION | D | $286,719 | $0 | $286,719 | $0 | $286,719 | ||
| NT WALTER SCOTT - VARIOUS STOCKS | D | $379,151 | $290,027 | $89,124 | $0 | $89,124 | ||
| NT EAFE - CAPITAL GAIN DISTRIBUTION | D | $168,109 | $0 | $168,109 | $0 | $168,109 | ||
| NT EAFE - VARIOUS STOCKS | D | $34,182,209 | $34,386,501 | -$204,292 | $0 | -$204,292 | ||
| NT EAFE - VARIOUS STOCKS | D | $13,836,666 | $13,269,914 | $566,752 | $0 | $566,752 | ||
| NT R1000 - CAPITAL GAIN DISTRIBUTION | D | $49,556 | $0 | $49,556 | $0 | $49,556 | ||
| NT R1000 - VARIOUS STOCKS | D | $165,386,784 | $147,965,309 | $17,421,475 | $0 | $17,421,475 | ||
| NT R1000 - VARIOUS STOCKS | D | $107,949,211 | $66,771,896 | $41,177,315 | $0 | $41,177,315 | ||
| NT R1000 - VARIOUS STOCKS | D | $5,042 | $6,152 | -$1,110 | $0 | -$1,110 | ||
| NT EQUITIZATION - VARIOUS STOCKS | D | $1,604,180 | $1,597,575 | $6,605 | $0 | $6,605 | ||
| NT EQUITIZATION - SECTION 1256 GAINS | D | $13,352,620 | $0 | $13,352,620 | $0 | $13,352,620 | ||
| PASS-THROUGH - CAPITAL GAINS | D | $8,817,184 | $86,921 | $8,730,263 | $0 | $8,730,263 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $896,879,970 | 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 | $12,507,267 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $12,507,267 | SubtotalAmt |
| Tax Based On Investment Income | $12,507,267 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $2,336,819 | EstimatedPlusOvpmtIncmTxAmt |
| Extsn Request Income Tax Paid | $10,500,000 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $26 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $12,836,845 | TotalPaymentsAndCreditsAmt |
| Overpayment | $329,578 | OverpaymentAmt |
| Applied To ES Tax | $329,578 | 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 | false | 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 | Yes (true) | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
| Individual With Books | Colleen Reilly | IndividualWithBooksNm |
| Phone | 4794641570 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO Box 2030 | 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 | UK | ForeignCountryCd |
| Foreign Country | CA | ForeignCountryCd |
| Foreign Country | DA | ForeignCountryCd |
| Foreign Country | FR | 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 | false | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | false | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| 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 (4 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 |
|---|---|---|---|---|---|---|---|---|
| Robert A Smith | ||||||||
| PO Box 1860 | Bentonville | AR | 72712 | Treasurer | 1.000 | $0 | $0 | $0 |
| Alice L Walton | ||||||||
| PO Box 1860 | Bentonville | AR | 72712 | Director, President | 2.000 | $0 | $0 | $0 |
| Buddy D Philpot | ||||||||
| PO Box 1860 | Bentonville | AR | 72712 | Secretary | 1.000 | $0 | $0 | $0 |
| Drew Petty | ||||||||
| PO Box 1860 | Bentonville | AR | 72712 | Assistant Secretary | 1.000 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp (3 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Service TypeServiceTypeTxt | CompensationCompensationAmt | Address Line2USAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|
| WALTON ENTERPRISES LLC | ||||||
| PO BOX 1860 | BENTONVILLE | AR | 72712 | Management Services | $817,876 | |
| GENERAL ATLANTIC SERVICE CO | ||||||
| 55 EAST 52ND STREET | New York | NY | 10035 | Investment Fees | $279,086 | 32ND FLOOR |
| NORTHERN TRUST | ||||||
| 50 S LASALLE STREET | Chicago | IL | 60603 | Investment Fees | $172,890 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
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 | Partners for Better Housing - Provide financing for affordable housing project in Fayetteville, AR | Description1Txt |
| Expenses1 | $644,000 | Expenses1Amt |
| Total | $644,000 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $469,605,865 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $30,046,917 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $499,652,782 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Adjusted Total FMV Of Unused Ast | $499,652,782 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $7,494,792 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $492,157,990 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $24,607,900 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $24,607,900 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $12,507,267 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $12,507,267 | TotalTaxAmt |
| Distributable Before Adj | $12,100,633 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $12,100,633 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $12,100,633 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $17,663,832 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $644,000 | ProgramRelatedInvstTotalAmt |
| Set Aside Cash Distri Test | $0 | SetAsideCashDistriTestAmt |
| Qualifying Distributions | $18,307,832 | QualifyingDistributionsAmt |
| Adjusted Qualifying Distri | $18,307,832 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $12,100,633 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Prior Year3 | 2016 | 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 | $2,859,715 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $15,841,699 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $18,701,414 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $18,307,832 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $12,100,633 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $6,207,199 | RemainingDistriFromCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $24,908,613 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $24,908,613 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $0 | ExcessFromYear4Amt |
| Excess From Year3 | $0 | ExcessFromYear3Amt |
| Excess From Year2 | $2,859,715 | ExcessFromYear2Amt |
| Excess From Year1 | $15,841,699 | ExcessFromYear1Amt |
| Excess From Current Year | $6,207,199 | 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 (91 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt | Address Line1RecipientForeignAddress/AddressLine1Txt | CityRecipientForeignAddress/CityNm | CountryRecipientForeignAddress/CountryCd | Foreign PostalRecipientForeignAddress/ForeignPostalCd |
|---|---|---|---|---|---|---|---|---|---|---|---|
| American Alliance of Museums | |||||||||||
| 2451 Crystal Drive Suite 1005 | Arlington | VA | 22202 | PC | Advancing Diversity, Equity, Accessibility and Inclusion Among Museum Leadership and Across the Field | $499,487 | |||||
| Americans for the Arts Inc | |||||||||||
| 1000 Vermont Ave NW 6th Floor | Washington | DC | 20005 | PC | General Operating Support - Arts/Culture | $20,000 | |||||
| Amon Carter Museum of Western Art | |||||||||||
| 3501 Camp Bowie Blvd | Fort Worth | TX | 761072695 | PC | Temporary Exhibitions and PreK-12 Education Endowments | $4,000,000 | |||||
| Arkansas Arts Center Foundation | |||||||||||
| PO Box 2137 9th Commerce Street Mac | Little Rock | AR | 72203 | PC | General Operating Support - Arts/Culture | $100,000 | Arthur Park | ||||
| Arkansas Black Hall of Fame Foundation | |||||||||||
| PO Box 1042 | Little Rock | AR | 72203 | PC | General Operating Support - Community Development | $2,000 | |||||
| Arkansas Children's Hospital Foundation Inc | |||||||||||
| 1 Childrens Way Slot 661 PO Box 222 | Little Rock | AR | 72202 | PC | Steffan Sarkin's Swim - Health | $40,000 | 2 | ||||
| Arkansas Committee of the National Museum of Women in the Arts | |||||||||||
| P O Box 8962 | Pine Bluff | AR | 71611 | PC | General Operating Support - Arts/Culture | $10,000 | |||||
| Arkansas Community Foundation Inc | |||||||||||
| 5 Allied Drive Suite 51110 Building | Little Rock | AR | 72202 | PC | General Operating Support - Health | $125,000 | 5 11th floor | ||||
| Arkansas Community Foundation Inc | |||||||||||
| 5 Allied Drive Suite 51110 Building | Little Rock | AR | 72202 | PC | NWA Equitable Food Response and Relief Grant Fund | $150,000 | 5 11th floor | ||||
| Arkansas State Library | |||||||||||
| 900 West Capitol Avenue Suite 100 | Little Rock | AR | 722013108 | PC | Arkansas Public Library Art Distribution Project | $22,922 | |||||
| Art Council Inc | |||||||||||
| 210 11th Ave Room 503 | New York | NY | 100011210 | PC | Furthering Social Justice and Racial Equity Through Art | $100,000 | |||||
| Bill Hillary and Chelsea Clinton Foundation | |||||||||||
| 1633 Broadway 5th Floor | New York | NY | 10019 | PC | Clinton Foundation Endowment | $1,000,000 | |||||
| Boys and Girls Clubs of America | |||||||||||
| 1275 Peachtree Street NE | Atlanta | GA | 303093506 | PC | General Operating Support - Community Youth Programs | $25,000 | |||||
| Canopy NWA | |||||||||||
| 2925 Old Missouri Road | Fayetteville | AR | 72703 | PC | General Operating Support - Immigration/Integration | $50,000 | |||||
| Center for Curatorial Leadership | |||||||||||
| 174 East 80th Street | New York | NY | 70075 | PC | General Operating Support - Arts/Culture | $20,000 | |||||
| Chicago Humanities Festival | |||||||||||
| 500 N Dearborn | Chicago | IL | 60654 | PC | Benefit and Digital Celebration in honor of Liz Glassman | $10,000 | |||||
| Chopra Foundation | |||||||||||
| 2013 Costa Del Mar Road | Carlsbad | CA | 92009 | PC | Sages & Scientists 2019 | $70,000 | |||||
| Chopra Foundation | |||||||||||
| 2013 Costa Del Mar Road | Carlsbad | CA | 92009 | PC | General Operating Support - Health | $50,000 | |||||
| City of Fort Worth - Animal Adoption Center | |||||||||||
| Code Compliance Department 818 Miss | Fort Worth | TX | 76104 | GOV | Animal Adoption Center | $20,000 | ouri Avenue | ||||
| Civic Symphony of Benton County Guild Inc | |||||||||||
| P O Box 1723 1901 SE J Street | Bentonville | AR | 72712 | PC | General Operating Support - Arts/Culture | $50,000 | |||||
| Equal Justice Initiative | |||||||||||
| 122 Commerce St | Montgomery | AL | 36104 | PC | Equal Justice Inititative | $100,000 | |||||
| Excellerate Foundation | |||||||||||
| 800 Founders Park Drive | Springdale | AR | 72762 | PC | Mending Racial Pain: Mental Support for People of Color in Northwest Arkansas | $5,000 | |||||
| Food Bank Association of New York State | |||||||||||
| 25 Elk Street Suite 201 | Albany | NY | 12207 | PC | NYS Food Bank Support | $100,000 | |||||
| Fort Worth Art Association dba Modern Art Museum of Fort Worth | |||||||||||
| 3200 Darnell Street | Fort Worth | TX | 76107 | PC | General Operating Support - Arts/Culture | $15,000 | |||||
| Fort Worth Symphony Orchestra Association Inc | |||||||||||
| 330 E 4th St Ste 200 | Fort Worth | TX | 76102 | PC | General Operating Support - Arts/Culture | $10,000 | |||||
| Fort Worth Zoological Association Inc | |||||||||||
| 1989 Colonial Parkway | Fort Worth | TX | 76110 | PC | Zoo 2020: A Perfect Vision Endowment | $500,000 | |||||
| Gallery of Dreams | |||||||||||
| 2100 Montgomery Street | Fort Worth | TX | 76107 | PC | Fort Worth "The New Normal" Artist Relief Program Grant | $20,000 | |||||
| Gallery of Dreams | |||||||||||
| 2100 Montgomery Street | Fort Worth | TX | 76107 | PC | 2020 Sounds of Resilience | $15,000 | |||||
| Girl Scouts - Diamonds of Arkansas Oklahoma and Texas | |||||||||||
| Fayetteville Regional Office 2080 E | Fayetteville | AR | 72703 | PC | General Operating Support - Community Youth Programs | $20,000 | ast Joyce Boulevard | ||||
| Health Research and Educational Trust | |||||||||||
| 115 N Wacker Drive Ste 400 | Chicago | IL | 60606 | PC | Implementation of Dynamic Ventilator Reserve | $100,000 | |||||
| Herring Gut Learning Center | |||||||||||
| PO Box 286 59 Factory Road | Port Clyde | ME | 04855 | PC | General Operating Support - Community Development | $10,000 | |||||
| Hope Women's Shelter Inc | |||||||||||
| PO Box 1650 | Mineral Wells | TX | 76068 | PC | General Operating Support - Community Development | $20,000 | |||||
| Horses for Healing Inc | |||||||||||
| 14673 Daniels Road | Bentonville | AR | 72712 | PC | General Operating Support - Health | $20,000 | |||||
| Kimbell Art Museum | |||||||||||
| 3333 Camp Bowie Boulevard | Fort Worth | TX | 761072792 | POF | General Operating Support - Arts/Culture | $15,000 | |||||
| Lincoln Center for the Performing Arts Inc | |||||||||||
| 70 Lincoln Center Plaza | New York | NY | 10023 | PC | Lincoln Center Education Pre-K-12 Programs | $25,000 | |||||
| Massachusetts Museum of Contemporary Art Foundation Inc | |||||||||||
| 1040 Mass Moca Way | North Adams | MA | 01247 | PC | Programming Partnership for The Plant | $250,000 | |||||
| Mercy Health Foundation Northwest Arkansas | |||||||||||
| 2710 S Rife Medical Lane | Rogers | AR | 72758 | PC | General Operating Support - Health | $20,000 | |||||
| Metropolitan Museum of Art | |||||||||||
| 1000 5th Ave | New York | NY | 10028 | PC | General Operating Support - Arts/Culture | $25,000 | |||||
| Morehouse College | |||||||||||
| 830 Westview Drive SW | Atlanta | GA | 303143773 | PC | Scholarship Support for Morehouse Students | $6,500 | |||||
| Multicultural Alliance | |||||||||||
| 500 West 7th Street Suite 1707 Unit | Fort Worth | TX | 76102 | PC | General Operating Support - Diversity & Culture | $10,000 | 15 | ||||
| Museum of Modern Art | |||||||||||
| 11 West 53 Street | New York | NY | 10019 | PC | General Operating Support - Arts/Culture | $38,000 | |||||
| National Museum of Women in the Arts Inc | |||||||||||
| 1250 New York Avenue NW | Washington | DC | 200053970 | PC | General Operating Support - Arts/Culture | $75,000 | |||||
| New Generation Festival Limited | |||||||||||
| NC | 2020 New Generation Festival | $17,656 | 35 Stepney Green | London | UK | EL3JX | |||||
| New Haven Home Inc | |||||||||||
| PO Box D | Mineral Wells | TX | 76068 | PC | General Operating Support - Housing/Shelter/Food | $140,000 | |||||
| New Life Ranch Inc | |||||||||||
| 160 New Life Ranch Drive | Colcord | OK | 743389779 | PC | General Operating Support to include Right Lead Program | $25,000 | |||||
| New York and Presbyterian Hospital | |||||||||||
| 525 E 8th St | New York | NY | 10065 | PC | General Operating Support - Health | $50,000 | |||||
| Northwest Arkansas Children's Shelter | |||||||||||
| 14100 Vaughn Rd | Bentonville | AR | 72712 | PC | General Operating Support - Human Services | $100,000 | |||||
| Northwest Arkansas Community College Foundation Inc | |||||||||||
| One College Drive | Bentonville | AR | 72712 | PC | General Operating Support - Education | $50,000 | |||||
| Northwest Arkansas Council Foundation | |||||||||||
| 4100 Corporate Center Drive Suite 2 | Springdale | AR | 72762 | PC | NWA Emerging Leader DEAI Cohort | $26,000 | 05 | ||||
| Northwest Arkansas Food Bank Inc | |||||||||||
| 1378 June Self Drive | Bethel Heights | AR | 72764 | PC | Foods to Encourage | $120,082 | |||||
| Northwest Arkansas Food Bank Inc | |||||||||||
| 1378 June Self Drive | Bethel Heights | AR | 72764 | PC | Covid-19 Response | $100,000 | |||||
| Office of Human Concern | |||||||||||
| 506 E Spruce Street PO Box 778 | Rogers | AR | 72757 | PC | Covid-19 Response | $50,000 | |||||
| Old Jail Art Center | |||||||||||
| 201 South Second | Albany | NY | 76430 | PC | General Operating Support - Arts/Culture | $10,000 | |||||
| Oxford Group of Northwest Arkansas Inc | |||||||||||
| 1116 NE Thorn Hill Road | Bentonville | AR | 72712 | PC | Oxford House NWA Housing Liaison | $9,725 | |||||
| Parker County Committee on Aging Inc | |||||||||||
| PO Box 817 1225 Holland Lake Drive | Weathorford | TX | 76086 | PC | General Operating Support - Health | $5,000 | |||||
| Peace at Home Family Shelter | |||||||||||
| PO Box 10946 | Fayetteville | AR | 72703 | PC | Peace at Home - General Operations | $75,000 | |||||
| Pennsylvania Academy of the Fine Arts | |||||||||||
| 128 North Broad Street | Philadelphia | PA | 19102 | PC | 2021 "The Fund for Women and Art at PAFA" | $10,000 | |||||
| Presbyterian Children's Homes and Services | |||||||||||
| 4407 Bee Cave Road Suite 520 | Austin | TX | 787466496 | PC | Texas Facilities -Community Youth Programs | $25,000 | |||||
| Presbyterian Night Shelter of Tarrant County | |||||||||||
| PO Box 2645 | Fort Worth | TX | 76113 | PC | General Operating Support - Housing/Shelter/Food | $10,000 | |||||
| Robin Hood Foundation | |||||||||||
| 826 Broadway 9th Floor | New York | NY | 10003 | PC | General Operating Support - Housing/Shelter/Food | $1,000,000 | |||||
| Rockefeller Philanthropy Advisors Inc | |||||||||||
| 6 West 48th Street 10th Floor | New York | NY | 10036 | PC | To Support America's Cultural Treasures | $2,500,000 | |||||
| Salvation Army | |||||||||||
| Northwest Area Command 219 W 15th S | Fayetteville | AR | 72701 | PC | Covid-19 Response | $100,000 | treet | ||||
| Salvation Army | |||||||||||
| Northwest Area Command 219 W 15th S | Fayetteville | AR | 72701 | PC | COVID Response - Winter Support Services for the Homeless | $92,624 | treet | ||||
| Shriners Hospitals for Children | |||||||||||
| 2900 Rocky Point Drive | Tampa | FL | 33607 | PC | Texas Facilities -Community Youth Programs | $10,000 | |||||
| Silk Road Project Inc | |||||||||||
| 175 North Harvard Street | Allston | MA | 02134 | PC | Silkroad Music Commissioning and Learning Programs Development | $250,000 | |||||
| Smarthistory Inc | |||||||||||
| 10 Woodbrook Rd | Pleasantville | NY | 10570 | PC | Seeing America Project | $34,500 | |||||
| Smarthistory Inc | |||||||||||
| 10 Woodbrook Rd | Pleasantville | NY | 10570 | PC | Teacher Training Course and Seeing America Expansion | $195,100 | |||||
| Smithsonian Institution | |||||||||||
| 600 Maryland Ave SW | Washington | DC | 20002 | PC | Art Digitization and Oral History (+Podcast) Programs | $393,757 | |||||
| Spelman College | |||||||||||
| 350 Spelman Ln SW | Atlanta | GA | 303144399 | PC | Building an Art History Major & Curatorial Studies Minor at the Atlanta University Center | $1,068,322 | |||||
| Symphony Orchestra of Northwest Arkansas | |||||||||||
| PO Box 1243 | Fayetteville | AR | 72702 | PC | General Operating Support - Arts/Culture | $25,000 | |||||
| Tarleton State University | |||||||||||
| Dept of Animal Science and Veterina | Stephenville | TX | 76402 | GOV | Equine Programs and TREAT Program | $17,275 | ry Technology Box T-0070 | ||||
| Texas Ballet Theater Inc | |||||||||||
| 1540 Mall Circle | Fort Worth | TX | 76116 | PC | General Operating Support - Arts/Culture | $10,000 | |||||
| Texas Game Warden Association Inc | |||||||||||
| 4367 FM 1047 | Hamilton | TX | 76531 | PC | General Operating Support - Community Youth Programs | $1,000 | |||||
| The Aspen Institute Inc | |||||||||||
| 2300 N St NW 700 | Washington | DC | 200371122 | PC | General Operating Support - Community Development | $25,000 | |||||
| The National Cowgirl Museum and Hall of Fame Inc | |||||||||||
| 1720 Gendy Street | Fort Worth | TX | 76107 | PC | 44th Annual Induction Luncheon | $25,000 | |||||
| The National Cowgirl Museum and Hall of Fame Inc | |||||||||||
| 1720 Gendy Street | Fort Worth | TX | 76107 | PC | General Operating Support - Arts/Culture | $15,000 | |||||
| The University of Arkansas Foundation Inc | |||||||||||
| 4301 W Markham Street 716 | Little Rock | AR | 72205 | PC | UALR Nutrition Plan | $37,500 | |||||
| The University of Arkansas Foundation Inc | |||||||||||
| 4301 W Markham Street 716 | Little Rock | AR | 72205 | PC | UA FJSoAD FayDesign Summer 2020 Virtual Summer Camp | $113,000 | |||||
| The University of Arkansas Foundation Inc | |||||||||||
| 4301 W Markham Street 716 | Little Rock | AR | 72205 | PC | Comprehensive School Nutrition Enrichment Program | $50,000 | |||||
| The University of Arkansas Foundation Inc | |||||||||||
| 4301 W Markham Street 716 | Little Rock | AR | 72205 | PC | COVID-19 Response | $100,000 | |||||
| The University of Arkansas Foundation Inc | |||||||||||
| 4301 W Markham Street 716 | Little Rock | AR | 72205 | PC | Identifying Gaps in Food Access in Northwest Arkansas | $12,131 | |||||
| United Way of Northwest Arkansas Inc | |||||||||||
| 100 Parkwood Street Suite C | Lowell | AR | 72745 | PC | General Operating Support - Community Development | $150,000 | |||||
| United Way of Northwest Arkansas Inc | |||||||||||
| 100 Parkwood Street Suite C | Lowell | AR | 72745 | PC | Covid-19 Response | $100,000 | |||||
| University of Central Arkansas Foundation Inc | |||||||||||
| Buffalo Alumni Hall 201 Donaghey Bo | Conway | AR | 72035 | PC | UCA Windgate Center for Fine and Performing Arts Construction | $1,000,000 | x 4986 | ||||
| University of Central Arkansas Foundation Inc | |||||||||||
| Buffalo Alumni Hall 201 Donaghey Bo | Conway | AR | 72035 | PC | Windgate Center for Fine & Performing Arts Maintenance and Support for the Arts Education Programming | $666,667 | x 4986 | ||||
| University of the Ozarks | |||||||||||
| 415 North College Avenue | Clarksville | AR | 72830 | PC | General Operating Support - Education | $75,000 | |||||
| Van Cliburn Foundation Inc | |||||||||||
| 201 Main Street Suite 100 | Fort Worth | TX | 76102 | PC | General Operating Support - Arts/Culture | $50,000 | |||||
| Vincent Price Art Museum Foundation | |||||||||||
| 1301 Avenida Cesar Chavez | Monterey Park | CA | 91754 | PC | Museum Studies Certificate Program | $106,407 | |||||
| Whitney Museum of American Art | |||||||||||
| 99 Gansevoort St | New York | NY | 10014 | PC | General Operating Support - Arts/Culture | $40,000 | |||||
| World Monuments Fund Inc | |||||||||||
| 350 Fifth Avenue Suite 2412 | New York | NY | 10118 | PC | General Operating Support - Historic Preservatione | $10,000 | |||||
| World Services for the Blind Incorporated | |||||||||||
| 2811 Fair Park Blvd | Little Rock | AR | 72204 | PC | 2020- Vision Award Sponsorship | $10,000 | |||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $16,870,655 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business | 523920 | BusinessCd |
| Unrelated Business Taxbl Incm | $40,600 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | 14 | ExclusionCd |
| Exclusion | $6,674,009 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business | 523920 | BusinessCd |
| Unrelated Business Taxbl Incm | $86,921 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | 18 | ExclusionCd |
| Exclusion | $78,210,237 | ExclusionAmt |
Other Revenue Described OtherRevenueDescribedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Other Taxable Income/loss | Desc |
| Business | 523920 | BusinessCd |
| Unrelated Business Taxbl Incm | -$8,777 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | 18 | ExclusionCd |
| Exclusion | -$1,158,447 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $118,744 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $83,725,799 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $83,844,543 | 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 (8 entries)
| ContributorContributorNum | Address Line1ContributorUSAddress/AddressLine1Txt | CityContributorUSAddress/CityNm | State AbbreviationContributorUSAddress/StateAbbreviationCd | ZIPContributorUSAddress/ZIPCd | Total ContributionsTotalContributionsAmt | Noncash ContributionNoncashContributionInd | Person ContributionPersonContributionInd |
|---|---|---|---|---|---|---|---|
| Alice L Walton | |||||||
| 1 | PO Box 1860 | Bentonville | AR | 72712 | $137,385,000 | Yes (X) | |
| Alice L Walton | |||||||
| 2 | PO Box 1860 | Bentonville | AR | 72712 | $98,231,250 | Yes (X) | |
| Alice L Walton | |||||||
| 3 | PO Box 1860 | Bentonville | AR | 72712 | $152,659,900 | Yes (X) | |
| Alice L Walton | |||||||
| 4 | PO Box 1860 | Bentonville | AR | 72712 | $368,400,000 | Yes (X) | |
| Alice L Walton | |||||||
| 5 | PO Box 1860 | Bentonville | AR | 72712 | $61,993,433 | Yes (X) | |
| Alice L Walton | |||||||
| 6 | PO Box 1860 | Bentonville | AR | 72712 | $1,767,251,288 | Yes (X) | |
| Walton Family Foundation | |||||||
| 7 | PO Box 1860 | Bentonville | AR | 72712 | $1,560,000 | Yes (X) | |
| Walton Family Foundation | |||||||
| 8 | PO Box 1860 | Bentonville | AR | 72712 | $200,000,000 | Yes (X) | |
Non Cash Property Contribution NonCashPropertyContributionGrp (7 entries)
| ContributorContributorNum | Noncash PropertyNoncashPropertyDesc | Fair Market ValueFairMarketValueAmt | ReceivedReceivedDt |
|---|---|---|---|
| 1 | 1,000,000 Shares of Publicly Traded Securities | $137,385,000 | 2020-09-28 |
| 2 | 650,000 Shares of Publicly Traded Securities | $98,231,250 | 2020-11-24 |
| 3 | 1,000,000 Shares of Publicly Traded Securities | $152,659,900 | 2020-12-01 |
| 4 | 2,500,000 Shares of Publicly Traded Securities | $368,400,000 | 2020-12-10 |
| 5 | 425,000 Shares of Publicly Traded Securities | $61,993,433 | 2020-12-21 |
| 6 | Various stocks from Northern Trust - See Attachment | $1,767,251,288 | 2020-12-29 |
| 7 | 2.98 acres of land on NE J Street Bentonville, AR | $1,560,000 | 2020-09-30 |
Expenditure Responsibility Stmt ExpenditureResponsibilityStmt
Expenditure Responsibility ExpenditureResponsibilityGrp (3 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 | Address Line1ForeignAddress/AddressLine1Txt | CityForeignAddress/CityNm | CountryForeignAddress/CountryCd | Foreign PostalForeignAddress/ForeignPostalCd |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Whole Health Institute & Chopra Library | |||||||||||||||
| PO Box 1860 | Bentonville | AR | 72712 | 2019-05-15 | $500,000 | General Operating Support | $500,000 | None | 9/21/20 | 2020-09-21 | THE GRANTEE HAS PROVIDED THE FOUNDATION WITH THE REQUIRED REPORTS. THE FOUNDATTON HAS NO REASON TO DOUBT THE ACCURACY OR RELIABTLTTY OF THE REPORT, THEREFORE, NO FURTHER VERIFTCATION BY THE FOUNDATION IS DEEMED NECESSARY. | ||||
| Kimball Art Museum | |||||||||||||||
| 3333 Camp Bowie Boulevard | Fort Worth | TX | 76107 | 2020-03-06 | $15,000 | General Operating Support | $15,000 | No | 10/31/20 | 2020-10-31 | THE GRANTEE HAS PROVIDED THE FOUNDATION WITH THE REQUIRED REPORTS. THE FOUNDATTON HAS NO REASON TO DOUBT THE ACCURACY OR RELIABTLTTY OF THE REPORT, THEREFORE, NO FURTHER VERIFTCATION BY THE FOUNDATION IS DEEMED NECESSARY. | ||||
| New Generation Festival Limited | |||||||||||||||
| 2020-07-10 | $17,656 | To support the production of the Grantee's 2020 ReGeneration Festival, an event staged in partnership with The Uffizi Galleries at the landmark Boboli Gardens to demonstrate the paramount importance of sustaining culture in times of crisis. | $17,656 | No | 5/20/21 | 2021-05-20 | THE GRANTEE HAS PROVIDED THE FOUNDATION WITH THE REQUIRED REPORTS. THE FOUNDATTON HAS NO REASON TO DOUBT THE ACCURACY OR RELIABTLTTY OF THE REPORT, THEREFORE, NO FURTHER VERIFTCATION BY THE FOUNDATION IS DEEMED NECESSARY. | 35 Stepney Green | London | UK | E13JX | ||||
Gain Loss Sale Other Assets Sch GainLossSaleOtherAssetsSch
Gain Loss Sale Other Asset GainLossSaleOtherAssetGrp (33 entries)
| AssetAssetDesc | AcquiredAcquiredDt | How AcquiredHowAcquiredTxt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | BasisBasisAmt | Total NetTotalNetAmt |
|---|---|---|---|---|---|---|
| PUBLICLY TRADED SECURITIES - 752,085 SHARES | 2020-09 | D | 2020-09 | $103,176,787 | $103,325,198 | -$148,411 |
| PUBLICLY TRADED SECURITIES - 247,915 SHARES | 2020-09 | D | 2020-11 | $37,225,226 | $34,059,802 | $3,165,424 |
| PUBLICLY TRADED SECURITIES - 106,647 SHARES | 2020-11 | D | 2020-11 | $16,140,539 | $16,117,028 | $23,511 |
| PUBLICLY TRADED SECURITIES - 316,600 SHARES | 2020-11 | D | 2020-11 | $48,070,279 | $47,846,175 | $224,104 |
| PUBLICLY TRADED SECURITIES - 226,753 SHARES | 2020-11 | D | 2020-11 | $34,410,209 | $34,268,047 | $142,162 |
| PUBLICLY TRADED SECURITIES - 295,855 SHARES | 2020-12 | D | 2020-12 | $45,094,258 | $45,165,195 | -$70,937 |
| PUBLICLY TRADED SECURITIES - 305,259 SHARES | 2020-12 | D | 2020-12 | $46,032,314 | $46,600,808 | -$568,494 |
| PUBLICLY TRADED SECURITIES - 398,886 SHARES | 2020-12 | D | 2020-12 | $59,513,553 | $60,893,897 | -$1,380,344 |
| PUBLICLY TRADED SECURITIES - 118,886 SHARES | 2020-12 | D | 2020-12 | $17,486,936 | $17,519,041 | -$32,105 |
| PUBLICLY TRADED SECURITIES - 383,217 SHARES | 2020-12 | D | 2020-12 | $56,296,475 | $56,470,857 | -$174,382 |
| PUBLICLY TRADED SECURITIES - 260,691 SHARES | 2020-12 | D | 2020-12 | $38,177,405 | $38,415,426 | -$238,021 |
| PUBLICLY TRADED SECURITIES - 367,214 SHARES | 2020-12 | D | 2020-12 | $53,461,468 | $54,112,655 | -$651,187 |
| PUBLICLY TRADED SECURITIES - 418,571 SHARES | 2020-12 | D | 2020-12 | $61,046,268 | $61,680,622 | -$634,354 |
| PUBLICLY TRADED SECURITIES - 738,213 SHARES | 2020-12 | D | 2020-12 | $107,782,917 | $108,783,068 | -$1,000,151 |
| PUBLICLY TRADED SECURITIES - 213,208 SHARES | 2020-12 | D | 2020-12 | $31,195,457 | $31,418,331 | -$222,874 |
| PUBLICLY TRADED SECURITIES - 172,939 SHARES | 2020-12 | D | 2020-12 | $24,997,348 | $25,226,076 | -$228,728 |
| PUBLICLY TRADED SECURITIES - 252,061 SHARES | 2020-12 | D | 2020-12 | $36,119,518 | $36,767,356 | -$647,838 |
| GS COVERED PUTS - VARIOUS STOCKS | P | $654,318 | $424,408 | $229,910 | ||
| GS COVERED CALLS - VARIOUS STOCKS | P | $2,385,766 | $2,339,781 | $45,985 | ||
| NT CASH - VARIOUS STOCKS | P | $29,371,388 | $31,190,009 | -$1,818,621 | ||
| NT CASH - VARIOUS STOCKS | P | $11,628,785 | $11,076,126 | $552,659 | ||
| NT CASH - CAPITAL GAIN DISTRIBUTION | P | $286,719 | $0 | $286,719 | ||
| NT WALTER SCOTT - VARIOUS STOCKS | P | $379,151 | $290,027 | $89,124 | ||
| NT EAFE - CAPITAL GAIN DISTRIBUTION | P | $168,109 | $0 | $168,109 | ||
| NT EAFE - VARIOUS STOCKS | P | $34,182,209 | $34,386,501 | -$204,292 | ||
| NT EAFE - VARIOUS STOCKS | P | $13,836,666 | $13,269,914 | $566,752 | ||
| NT R1000 - CAPITAL GAIN DISTRIBUTION | P | $49,556 | $0 | $49,556 | ||
| NT R1000 - VARIOUS STOCKS | P | $165,386,784 | $147,965,309 | $17,421,475 | ||
| NT R1000 - VARIOUS STOCKS | P | $107,949,211 | $66,771,896 | $41,177,315 | ||
| NT R1000 - VARIOUS STOCKS | P | $5,042 | $6,360 | -$1,318 | ||
| NT EQUITIZATION - VARIOUS STOCKS | P | $1,604,180 | $1,597,575 | $6,605 | ||
| NT EQUITIZATION - SECTION 1256 GAINS | P | $13,352,620 | $0 | $13,352,620 | ||
| PASS-THROUGH - CAPITAL GAINS | P | $8,817,184 | $0 | $8,817,184 |
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 | $1,525,773,653 | $1,691,673,786 |
| NT - R1000 Account | AT COST | $1,260,948,055 | $1,281,117,560 |
| NT - EAFE Account | AT COST | $110,102,692 | $121,939,011 |
| NT - Cash Equitization Account | AT COST | $29,404,479 | $29,408,050 |
| NT - Walter Scott International | AT COST | $10,142,412 | $12,589,414 |
| Goldman Sachs Managed Income Accounts | AT COST | $18,374,178 | $19,428,546 |
Land Etc Schedule2 LandEtcSchedule2
Land Etc LandEtcGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | Land | CategoryOrItemTxt |
| Cost Or Other Basis | $1,560,000 | CostOrOtherBasisAmt |
| Book Value | $1,560,000 | BookValueAmt |
| EOYFMV | $1,560,000 | EOYFMVAmt |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL FEES | CategoryTxt |
| Legal Fees | $70,406 | LegalFeesAmt |
| Disbursements Charitable Prps | $70,406 | DisbursementsCharitablePrpsAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (3 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|---|
| Miscellaneous | $709 | $709 | |
| Pass-through - Other Deductions | $1,547,402 | $1,516,687 | |
| Pass-through - Nondeductible Expenses | $3 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| Northern Trust | -$688,401 | -$688,401 |
| Pass-through - Other income/(loss) | -$478,823 | -$470,046 |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Book/Tax Investment Income Timing Differences | Desc |
| EOY Book Value | $433,677 | EOYBookValueAmt |
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 (3 entries)
| CategoryCategoryTxt | AmtAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|---|
| Administrator & Management Fees | $717,905 | $717,905 | |
| Investment Management Fees | $609,104 | $609,104 | |
| Consulting Fees | $4,157 | $4,157 |
Substantial Contributors Sch SubstantialContributorsSch
Substantial Contributor Detail SubstantialContributorDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | WALTON FAMILY FOUNDATION INC | BusinessNameLine1Txt |
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 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| Excise Tax | $2,250,000 | |
| Northern Trust - Foreign Taxes | $308,881 | $308,881 |
| Pass-through - Foreign Taxes | $10,018 | $10,013 |