BUILDERS INITIATIVE: Form 990PF, tax year 2019
View the entire original 990 at ProPublica ↗
- Organization
- BUILDERS INITIATIVE (EIN 82-1503941)
- Tax period
- 2019-01-01 to 2019-12-31
- Filed
- 2020-11-13
- IRS object ID
- 202013189349103666
- Schema version
- 2019v5.1
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- Schedule B
- Accounting Fees Schedule
- Depreciation Schedule
- Expenditure Responsibility Stmt
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Other Expenses Schedule
- Other Income Schedule2
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2020-11-13T15:19:53-06:00 | ReturnTs |
| Tax Period End | 2019-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
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 | 2019-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 821503941 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE BUILDERS INITIATIVE INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| In Care Of | % KARI HARRIS | InCareOfNm |
| Business Name Control | BUIL | 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 | ROBERT A SMITH | PersonNm |
| Person Title | TREASURER | PersonTitleTxt |
| Phone | 4794641500 | PhoneNum |
| Signature | 2020-07-07 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | KENT C CROUCH | PreparerPersonNm |
| PTIN | P00810750 | PTIN |
| Phone | 4794641500 | PhoneNum |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 98.187.134.59 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Federal Original Submission Id | 71504120203185000001 | FederalOriginalSubmissionId |
| Federal Original Submission Id | 2020-11-13 | FederalOriginalSubmissionIdDt |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | C5CE2CB6658C0656BD6A6450AE8954D5EA3DB667 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | C5CE2CB6658C0656BD6A6450AE8954D5EA3DB667 | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2019 | TaxYr |
| Build TS | 2021-04-22 16:20:28Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $546,544,926 | 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 | $28,520,141 | ContriRcvdRevAndExpnssAmt |
| Dividends Rev And Expnss | $14,522,265 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $14,522,265 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $3,291,260 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $128,021,802 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $37,186,115 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $63,091 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $63,091 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $46,396,757 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $51,771,471 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Accounting Fees Rev And Expnss | $2,228 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $2,228 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $0 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $0 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $1,031,583 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $168,885 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $862,698 | OtherProfFeesDsbrsChrtblAmt |
| Interest Rev And Expnss | $6,038 | InterestRevAndExpnssAmt |
| Interest Net Invst Incm | $6,038 | InterestNetInvstIncmAmt |
| Taxes Rev And Expnss | $1,885,218 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $635,218 | TaxesNetInvstIncmAmt |
| Trav Conf Meeting Rev And Expnss | $4,606 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $4,606 | TravConfMeetingDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $1,523,154 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $1,395,388 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $127,766 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $4,452,827 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $2,207,757 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $995,070 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $13,163,623 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $13,163,623 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $17,616,450 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $2,207,757 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $14,158,693 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $28,780,307 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $49,563,714 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $3,414,645 | CashBOYAmt |
| Cash EOY | $157,377 | CashEOYAmt |
| Cash EOYFMV | $157,377 | CashEOYFMVAmt |
| Acct Rcvbl | $219,347 | AcctRcvblAmt |
| Acct Rcvbl BOY | $317,011 | AcctRcvblBOYAmt |
| Acct Rcvbl EOY | $219,347 | AcctRcvblEOYAmt |
| Acct Rcvbl EOYFMV | $219,347 | AcctRcvblEOYFMVAmt |
| Corporate Stock BOY | $9,903,750 | CorporateStockBOYAmt |
| Corporate Stock EOY | $4,100 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $3,780 | CorporateStockEOYFMVAmt |
| Other Investments BOY | $442,150,425 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $484,185,314 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $546,164,422 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $455,785,831 | TotalAssetsBOYAmt |
| Total Assets EOY | $484,566,138 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $546,544,926 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Retained Earning BOY | $455,785,831 | RetainedEarningBOYAmt |
| Retained Earning EOY | $484,566,138 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $455,785,831 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $484,566,138 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $455,785,831 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $484,566,138 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $455,785,831 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $28,780,307 | ExcessRevenueOverExpensesAmt |
| Subtotal | $484,566,138 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $484,566,138 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $37,186,115 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $1,053,670 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $217,343,679 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.004848 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $0 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $41,085,441 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.0 | DistributionYr2Rt |
| Total Distribution | 0.004848 | TotalDistributionRt |
| Average Distribution | 0.002424 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $496,351,677 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $1,203,156 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $495,637 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $1,698,793 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $14,158,693 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Domestic Org Meeting Sect4940e | Yes (X) | DomesticOrgMeetingSect4940eInd |
| Investment Income Excise Tax | $495,637 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $495,637 | SubtotalAmt |
| Tax Based On Investment Income | $495,637 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $727,022 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $727,022 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Overpayment | $231,385 | OverpaymentAmt |
| Applied To ES Tax | $231,385 | AppliedToESTaxAmt |
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 | DE | 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 |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | KARI HARRIS | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 4794641570 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| 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) |
|---|---|---|
| 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 | 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 |
|---|---|---|---|---|---|---|---|---|
| LUKAS T WALTON | ||||||||
| P O BOX 1860 | BENTONVILLE | AR | 72712 | CO-PRESIDENT | 5.0 | $0 | $0 | $0 |
| SAMANTHA B WALTON | ||||||||
| PO BOX 1860 | BENTONVILLE | AR | 72712 | CO-PRESIDENT | 2.0 | $0 | $0 | $0 |
| ROBERT A SMITH | ||||||||
| PO BOX 1860 | BENTONVILLE | AR | 72712 | TREASURER | 3.0 | $0 | $0 | $0 |
| LISA J FORBES | ||||||||
| PO BOX 1860 | BENTONVILLE | AR | 72712 | SECRETARY | 15.0 | $0 | $0 | $0 |
Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp (5 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Service TypeServiceTypeTxt | CompensationCompensationAmt |
|---|---|---|---|---|---|
| KOYA LEADERSHIP PARTNERS | |||||
| 20 NORTH WACKER DRIVE SUITE 622 | CHICAGO | IL | 60606 | RECRUITING | $248,610 |
| WALTON ENTERPRISES LLC | |||||
| PO BOX 1860 | BETONVILLE | AR | 72712 | MANAGEMENT SERVICES | $168,761 |
| VENTURE CATALYST SERVICES | |||||
| 222 | SAN DIEGO | CA | 90101 | STRATEGIC CONSULTING | $100,000 |
| STAX INC | |||||
| 111 E WACKER DRIVE SUITE 1300 | CHICAGO | IL | 60606 | CONSULTING | $128,000 |
| NORTHERN TRUST | |||||
| 50 SOUTH LASALLE STREET | CHICAGO | IL | 60603 | INVESTMENT MGMT. | $168,885 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contractor Paid Over50k | 3 | ContractorPaidOver50kCnt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Summary Of Direct Chrtbl Acty | SummaryOfDirectChrtblActyGrp | |
| Sum Of Program Related Invst | SumOfProgramRelatedInvstGrp |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $492,292,158 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $11,618,174 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $503,910,332 | TotalFMVOfUnusedAssetsAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $503,910,332 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $7,558,655 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $496,351,677 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $24,817,584 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $24,817,584 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $495,637 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $495,637 | TotalTaxAmt |
| Distributable Before Adj | $24,321,947 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $24,321,947 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $24,321,947 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $14,158,693 | 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 | $14,158,693 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $495,637 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $13,663,056 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $24,321,947 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $3,571,830 | UndistributedIncomePYAmt |
| Prior Year1 | 2017 | PriorYear1Yr |
| Prior Year2 | 2016 | PriorYear2Yr |
| Prior Year3 | 2015 | PriorYear3Yr |
| Excess Distribution Cyov Yr1 | $0 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $14,158,693 | QualifyingDistributionsAmt |
| Applied To Year1 | $3,571,830 | AppliedToYear1Amt |
| Applied To Current Year | $10,586,863 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $0 | TotalCorpusAmt |
| Undistributed Income CY | $13,735,084 | UndistributedIncomeCYAmt |
| Excess Distri Cyov To Next Yr | $0 | ExcessDistriCyovToNextYrAmt |
| Excess From Current Year | $0 | ExcessFromCurrentYearAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Private Operating Foundations | PrivateOperatingFoundationsGrp |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | LUKAS T WALTON | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (52 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|
| BEST FRIENDS ANIMAL SOCIETY | ||||||
| 5001 ANGEL CANYON ROAD | KANAB | UT | 84741 | PC | ANIMAL WELFARE | $607,400 |
| CREO FAMILY OFFICE SYNDICATE | ||||||
| 156 FIFTH AVENUE | NEW YORK | NY | 10010 | PC | ENVIRONMENT | $500,000 |
| CRYSTAL BRIDGES MUSEUM OF AMERICAN ART | ||||||
| 600 MUSEUM WAY | BENTONVILLE | AR | 72712 | PC | ARTS & CULTURE | $8,000,000 |
| ECOLOGY PROJECT INTERNATIONAL | ||||||
| 315 SOUTH 4TH STREET EAST | MISSOULA | MT | 59801 | PC | ENVIRONMENT/COMMUNITY YOUTH PROGRAM | $120,000 |
| ENVIRONMENTAL LAW AND POLICY CENTER | ||||||
| 35 EAST WACKER DRIVE SUITE 1600 | CHICAGO | IL | 60601 | PC | ENVIRONMENT - ALTERNATIVE ENERGY | $350,000 |
| FRANCISCAN HEALTH FOUNDATION INC | ||||||
| 5255 E STOP 11 ROAD | INDIANAPOLIS | IN | 46237 | PC | FOOD SYSTEMS | $600,000 |
| FRIENDS OF BIG MARSH | ||||||
| 11599 S STONY ISLAND | CHICAGO | IL | 60633 | PC | ENVIRONMENT | $61,984 |
| NATURE CONSERVANCY INC | ||||||
| 4245 N FAIRFAX DRIVE SUITE 100 | ARLINGTON | VA | 22203 | PC | ENVIRONMENT RESTORATIVE AQUACULTURE | $150,000 |
| NEIGHBORSPACE | ||||||
| 445 N SACRAMENTO BLVD SUITE 204 | CHICAGO | IL | 60612 | PC | ENVIRONMENT | $100,000 |
| OCEAN CONSERVANCY INC | ||||||
| 1300 19TH STREET NW 8TH FLOOR | WASHINGTON | DC | 20036 | PC | ENVIRONMENT | $83,333 |
| SPAY ARKANSAS INC | ||||||
| 1909 WEST HUNTSVILLLE AVENUE | SPRINGDALE | AR | 72762 | PC | ANIMAL WELFARE | $163,195 |
| STONE BARNS CENTER FOR FOOD & AG | ||||||
| 630 BEDFORD ROAD | POCANTICO | NY | 10591 | PC | ENVIRONMENT | $200,000 |
| THE EXPERIMENTAL STATION | ||||||
| 6100 S BLACKSTONE AVENUE | CHICAGO | IL | 60637 | PC | FOOD SYSTEMS & EDUCATION | $75,000 |
| ACADEMY FOR GLOBAL CITIZENSHIP CHARTER SCHOOL | ||||||
| 4547 W 47TH STREET | CHICAGO | IL | 60632 | PC | EDUCATION | $40,000 |
| ADVOCATES FOR URBAN AGRICULTURE | ||||||
| PO BOX 168083 | CHICAGO | IL | 60616 | PC | FOOD SYSTEMS | $10,000 |
| AMERICAN SOCIETY PREVENTION OF CRUELTY TO ANIMALS | ||||||
| 520 8TH AVENUE 7TH FLOOR | NEW YORK | NY | 10018 | PC | ANIMAL WELFARE | $10,000 |
| ANGELIC ORGANIC LEARNING CENTER INC | ||||||
| 1547 ROCKTON ROAD | CALEDONIA | IL | 61011 | PC | SUSTAINABLE FOOD SYSTEMS | $2,500 |
| ANIMAL PROTECTION ASSOCIATION | ||||||
| 2914 N ELSTON AVENUE | CHICAGO | IL | 60618 | PC | ANIMAL WELFARE | $2,000 |
| CHICAGO ARTISTS COALITION | ||||||
| 2130 W FULTON STREET UNIT B | CHICAGO | IL | 60612 | PC | ARTS & CULTURE | $12,500 |
| CHICAGO FUND FOR AGING & DISABILITY | ||||||
| 314 W SUPERIOR STREET SUITE 300 | CHICAGO | IL | 60654 | PC | COMMUNITY DEVELOPMENT | $2,500 |
| COMMON MARKET PHILADELPHIA INC | ||||||
| 429 E ERIE AVENUE | PHILADELPHIA | PA | 19134 | PC | FOOD SYSTEMS | $151,515 |
| ENACTUS | ||||||
| 1959 E KERR STREET | SPRINGFIELD | MO | 65803 | PC | ENVIRONMENT | $150,000 |
| ENVIRONMENT COLORADO RESEARCH & POLICY CENTER | ||||||
| 1543 WAZEE STREET SUITE 400 | DENVER | CO | 80202 | PC | ENVIRONMENT | $10,000 |
| FAMILYFARMED | ||||||
| 225 W HUBBARD STREET SUITE 650 | CHICAGO | IL | 60654 | PC | FOOD SYSTEMS | $125,000 |
| FOOD ANIMAL CONCERNS TRUST | ||||||
| 3525 W PETERSON SUITE 213 | CHICAGO | IL | 60659 | PC | FOOD SYSTEMS | $10,000 |
| FRIENDS OF THE CHICAGO RIVER | ||||||
| 411 S WELLS STREET SUITE 800 | CHICAGO | IL | 60657 | PC | ENVIRONMENT | $20,000 |
| GARY COMER YOUTH CENTER | ||||||
| 7200 S INGLESIDE AVENUE | CHICAGO | IL | 60619 | PC | YOUTH DEVELOPMENT | $250,000 |
| GLOBAL PHILANTHROPY PARTNERSHIP | ||||||
| 2440 N LAKEVIEW AVENUE | CHICAGO | IL | 60614 | PC | FOOD SYSTEMS | $50,000 |
| INSTITUTE FOR EDUCATION RESEARCH & SCHOLARSHIPS | ||||||
| 10209 TUJUNGA CANYON BLVD UNIT 207 | TUJUNGA | CA | 91042 | PC | YOUTH SPORTS | $10,000 |
| INTERNATIONAL COMMUNITY FOUNDATION | ||||||
| 2505 N AVENUE | NATIONAL CITY | CA | 91950 | PC | ENVIRONMENT | $50,000 |
| LAKEVIEW PANTRY | ||||||
| 3945 N SHERIDAN ROAD | CHICAGO | IL | 60613 | PC | COMMUNITY DEVELOPMENT | $4,000 |
| METROPOLITAN FAMILY SERVICES | ||||||
| ONE NORTH DEARBORN SUITE 1000 | CHICAGO | IL | 60602 | PC | FAMILY SERVICES | $2,500 |
| NATIONAL PARK FOUNDATION | ||||||
| 1110 VERMONT AVENUE NW SUITE 200 | WASHINGTON DC | DC | 20005 | PC | ENVIRONMENT | $3,000 |
| OPERATION WARM INC | ||||||
| 6 DICKINSON DRIVE SUITE 314 | CHADDS FORD | PA | 19317 | PC | COMMUNITY DEVELOPMENT | $5,000 |
| PET PAW-SEE INC | ||||||
| 1505 4TH AVENUE SOUTH | GREAT FALLS | MT | 59405 | PC | ANIMAL WELFARE | $2,500 |
| PLANT CHICAGO NFP | ||||||
| 1400 W 46TH STREET | CHICAGO | IL | 60609 | PC | FOOD SYSTEMS | $75,000 |
| PRESERVATION CASCADE INC | ||||||
| 1409 FOURTH AVENUE | SOUTH GREAT FALLS | MT | 59405 | PC | ENVIRONMENT | $11,000 |
| PURPLE ASPARAGUS | ||||||
| 2545 W DIVERSEY AVENUE SUITE 214 | CHICAGO | IL | 60647 | PC | FOOD SYSTEMS | $2,500 |
| ROCKEFELLER PHILANTHROPY ADVISORS | ||||||
| 30 ROCKEFELLER PLAZA SUITE 5600 | NEW YORK | NY | 10112 | PC | PHILANTHROPY SUPPORT | $100,000 |
| ROCKY MOUNTAIN INSTITUTE | ||||||
| 2490 JUNCTION PLACE SUITE 200 | BOULDER | CO | 80301 | PC | ENVIRONMENT ALTERNATIVE ENERGY | $100,000 |
| SECORE INTERNATIONAL INC | ||||||
| 4673 NORTHWEST PARKWAY | HILLIARD | OH | 43026 | PC | ENVIRONMENT | $50,000 |
| STRONGER AMERICA THROUGH SEAFOOD INC | ||||||
| 1209 ORANGE STREET | WILMINGTON | DE | 19801 | NC | ENVIRONMENT AQUACULTURE | $136,000 |
| TAILS HUMANE SOCIETY | ||||||
| 2250 BARBER GREENE ROAD | DEKALB | IL | 60115 | PC | ANIMAL WELFARE | $1,000 |
| THE COVE SCHOOL INC | ||||||
| 350 LEE ROAD | NORTHBROOK | IL | 60062 | PC | EDUCATION | $2,500 |
| THE SALVATION ARMY | ||||||
| 401 NE ADAMS | PEORIA | IL | 61603 | PC | COMMUNITY DEVELOPMENT | $4,000 |
| TREE HOUSE HUMANE SOCIETY | ||||||
| 7725 N WESTERN AVENUE | CHICAGO | IL | 60645 | PC | ANIMAL WELFARE | $25,000 |
| TRUST FOR CONSERVATION INNOVATION | ||||||
| 405 14TH STREET SUITE 164 | OAKLAND | CA | 94612 | PC | SUSTAINABLE FOOD SYSTEMS | $50,000 |
| UNIVERSITY OF CALIFORNIA AT SANTA BARBARA | ||||||
| 3227 CHEADLE HALL | SANTA BARBARA | CA | 93106 | GOV | ENVIRONMENT | $125,267 |
| URBAN ECOLOGY CENTER INC | ||||||
| 1500 E PARK PLACE | MILWAUKEE | WI | 53211 | PC | EDUCATION | $62,500 |
| WASHINGTON HUMANE SOCIETY | ||||||
| 71 OGELTHORPE STREET | WASHINGTON DC | DC | 20011 | PC | ANIMAL WELFARE | $1,000 |
| WORLD WILDLIFE FUND INC | ||||||
| 1250 24TH STREET NW | WASHINGTON | DC | 20037 | PC | ENVIRONMENT AQUACULTURE | $383,929 |
| XPRIZE FOUNDATION | ||||||
| 800 CORPORATE POINTE SUITE 350 | CULVER CITY | CA | 90230 | PC | ENVIRONMENT | $100,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $13,163,623 | 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 |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $14,522,265 | 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 Incm Part VII OtherInvestmentIncmPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $63,091 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $3,291,260 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Income Loss From Special Evt | NetIncomeLossFromSpecialEvtGrp | |
| Gross Profit Loss Sls Of Invntry | GrossProfitLossSlsOfInvntryGrp |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $17,876,616 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $17,876,616 | 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 (4 entries)
| ContributorContributorNum | Address Line1ContributorUSAddress/AddressLine1Txt | CityContributorUSAddress/CityNm | State AbbreviationContributorUSAddress/StateAbbreviationCd | ZIPContributorUSAddress/ZIPCd | Total ContributionsTotalContributionsAmt | Noncash ContributionNoncashContributionInd |
|---|---|---|---|---|---|---|
| LUKAS T WALTON | ||||||
| 1 | P O BOX 1860 | BENTONVILLE | AR | 72712 | $15,337,699 | Yes (X) |
| LUKAS T WALTON | ||||||
| 2 | P O BOX 1860 | BENTONVILLE | AR | 72712 | $6,204,991 | Yes (X) |
| LUKAS T WALTON | ||||||
| 3 | P O BOX 1860 | BENTONVILLE | AR | 72712 | $5,992,515 | Yes (X) |
| LUKAS T WALTON | ||||||
| 4 | P O BOX 1860 | BENTONVILLE | AR | 72712 | $984,936 | Yes (X) |
Non Cash Property Contribution NonCashPropertyContributionGrp (4 entries)
| ContributorContributorNum | Noncash PropertyNoncashPropertyDesc | Fair Market ValueFairMarketValueAmt | ReceivedReceivedDt |
|---|---|---|---|
| 1 | 156,651 SHARES OF WALMART STOCK | $15,337,699 | 2019-03-27 |
| 2 | 71,734 SHARES OF BEYOND MEAT STOCK | $6,204,991 | 2019-10-30 |
| 3 | 73,025 SHARES OF BEYOND MEAT STOCK | $5,992,515 | 2019-11-06 |
| 4 | 13,172 SHARES OF BEYOND MEAT STOCK | $984,936 | 2019-12-06 |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | NT - ACCOUNTING FEES | CategoryTxt |
| Amt | $2,228 | Amt |
| Net Investment Income | $2,228 | NetInvestmentIncomeAmt |
Depreciation Schedule DepreciationSchedule
Expenditure Responsibility Stmt ExpenditureResponsibilityStmt
Expenditure Responsibility ExpenditureResponsibilityGrp
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | STRONGER AMERICA THROUGH SEAFOOD | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1209 ORANGE STREET | AddressLine1Txt |
| City | WILMINGTON | CityNm |
| State Abbreviation | DE | StateAbbreviationCd |
| ZIP | 19601 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant | 2019-11-26 | GrantDt |
| Grant | $136,000 | GrantAmt |
| Purpose Of Grant | TO DEVELOP AND EXECUTE AN AQUACULTURE MEDIA STRATEGY | PurposeOfGrantTxt |
| Expended By Grantee | $40,000 | ExpendedByGranteeAmt |
| Any Diversion By Grantee | NO | AnyDiversionByGranteeTxt |
| Dates Of Reports By Grantee | MARCH 27, 2020 | DatesOfReportsByGranteeTxt |
| Verification | 2020-03-27 | VerificationDt |
| Results Of Verification | 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. | ResultsOfVerificationTxt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (2 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| WALMART STOCK | ||
| BEYOND MEAT STOCK | $4,100 | $3,780 |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (4 entries)
| Category Or ItemCategoryOrItemTxt | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| CLOSED LOOP VENTURES PARTN. | $1,278,646 | $1,278,646 |
| NT INVESTMENTS | $210,085,687 | $224,612,563 |
| NT - R1000 | $114,348,493 | $139,101,784 |
| NT - EAFE | $158,472,488 | $181,171,429 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (4 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|---|
| INSURANCE | $24,936 | $24,936 | |
| EMPLOYEE CHARITABLE MATCH PROG | $96,970 | $96,970 | |
| MISCELLANEOUS | $5,948 | $5,860 | $88 |
| PASS THROUGH-OTHER DEDUCTIONS | $1,395,300 | $1,395,300 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| PASS THROUGH ORDINARY INCOME (LOSS) | $106,690 | $106,690 |
| OTHER TAXABLE INCOME (LOSS) SEC 1411 | -$43,599 | -$43,599 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| INVESTMENT MANAGEMENT FEES | $168,885 | $168,885 | |
| CONSULTING FEES | $862,698 | $862,698 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| EXCISE TAX | $1,250,000 | |
| NT - FOREIGN TAXES | $635,218 | $635,218 |