ALICE L WALTON FOUNDATION: Form 990PF, tax year 2024
View the entire original 990 at ProPublica ↗
- Organization
- ALICE L WALTON FOUNDATION (EIN 82-3700633)
- Tax period
- 2024-01-01 to 2024-12-31
- Filed
- 2025-12-18
- IRS object ID
- 202543529349100404
- Schema version
- 2024v5.1
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- Schedule B
- Accounting Fees Schedule
- Depreciation Schedule
- Expenditure Responsibility Stmt
- Gain Loss Sale Other Assets Sch
- Investments Other Schedule2
- Land Etc Schedule2
- Legal Fees Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Notes Loans Rcvbl Long Sch
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2025-12-18T09:27:24+00:00 | ReturnTs |
| Tax Period End | 2024-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 621665434 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | WALTON ENTERPRISES LLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 1860 | AddressLine1Txt |
| City | BENTONVILLE | CityNm |
| State Abbreviation | AR | StateAbbreviationCd |
| ZIP | 727121860 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2024-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 823700633 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Alice L Walton Foundation | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | ALIC | BusinessNameControlTxt |
| Phone | 4794641570 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO Box 1860 | AddressLine1Txt |
| City | Bentonville | CityNm |
| State Abbreviation | AR | StateAbbreviationCd |
| ZIP | 72712 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | AUGUST MARTIN | PersonNm |
| Person Title | TREASURER, SECRETARY | PersonTitleTxt |
| Signature | 2025-12-18 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | LUKE C MITCHELL | PreparerPersonNm |
| PTIN | P03095207 | PTIN |
| Phone | 4794641500 | PhoneNum |
| Preparation | 2025-12-18 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2024 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Amended Return | Yes (X) | AmendedReturnInd |
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $5,271,022,806 | 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 | $179,698,600 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $0 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $0 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $184,480,382 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $184,434,685 | DividendsNetInvstIncmAmt |
| Gross Rents Rev And Expnss | $0 | GrossRentsRevAndExpnssAmt |
| Gross Rents Net Invst Incm | $0 | GrossRentsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $352,523,278 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $1,271,589,487 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $352,518,229 | 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 | $5,247,214 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $5,628,900 | OtherIncomeNetInvstIncmAmt |
| Other Income Adj Net Incm | $0 | OtherIncomeAdjNetIncmAmt |
| Total Rev And Expnss | $721,949,474 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $542,581,814 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $0 | TotalAdjNetIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $660,000 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $660,000 | CompOfcrDirTrstDsbrsChrtblAmt |
| Oth Empl Slrs Wgs Rev And Expnss | $451,168 | OthEmplSlrsWgsRevAndExpnssAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $451,168 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Pension Empl Bnft Rev And Expnss | $76,314 | PensionEmplBnftRevAndExpnssAmt |
| Pension Empl Bnft Dsbrs Chrtbl | $76,314 | PensionEmplBnftDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $101,396 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $0 | LegalFeesNetInvstIncmAmt |
| Legal Fees Adj Net Incm | $0 | LegalFeesAdjNetIncmAmt |
| Legal Fees Dsbrs Chrtbl | $101,396 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $44,201 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $0 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $44,201 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $8,529,844 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $5,341,477 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Adj Net Incm | $0 | OtherProfFeesAdjNetIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $3,188,367 | OtherProfFeesDsbrsChrtblAmt |
| Interest Rev And Expnss | $947,879 | InterestRevAndExpnssAmt |
| Interest Net Invst Incm | $873,747 | InterestNetInvstIncmAmt |
| Taxes Rev And Expnss | $12,374,663 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $7,423,996 | TaxesNetInvstIncmAmt |
| Taxes Adj Net Incm | $0 | TaxesAdjNetIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Deprec And Dpltn Rev And Expnss | $134,093 | DeprecAndDpltnRevAndExpnssAmt |
| Deprec And Dpltn Net Invst Incm | $0 | DeprecAndDpltnNetInvstIncmAmt |
| Deprec And Dpltn Adj Net Incm | $0 | DeprecAndDpltnAdjNetIncmAmt |
| Occupancy Rev And Expnss | $3,378 | OccupancyRevAndExpnssAmt |
| Occupancy Dsbrs Chrtbl | $3,378 | OccupancyDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $3,407 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $3,407 | TravConfMeetingDsbrsChrtblAmt |
| Printing And Pub Rev And Expnss | $598 | PrintingAndPubRevAndExpnssAmt |
| Printing And Pub Dsbrs Chrtbl | $598 | PrintingAndPubDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $8,878,822 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $8,629,379 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Adj Net Incm | $0 | OtherExpensesAdjNetIncmAmt |
| Other Expenses Dsbrs Chrtbl | $247,564 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $32,205,763 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $22,268,599 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $4,776,393 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $47,146,944 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $47,146,944 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $79,352,707 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $22,268,599 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $51,923,337 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $642,596,767 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $520,313,215 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $1,649,849 | CashBOYAmt |
| Cash EOY | $5,915,046 | CashEOYAmt |
| Cash EOYFMV | $5,915,046 | CashEOYFMVAmt |
| Acct Rcvbl | $0 | AcctRcvblAmt |
| Acct Rcvbl BOY | $0 | AcctRcvblBOYAmt |
| Acct Rcvbl EOY | $0 | AcctRcvblEOYAmt |
| Acct Rcvbl EOYFMV | $0 | AcctRcvblEOYFMVAmt |
| Pledges Rcvbl BOY | $0 | PledgesRcvblBOYAmt |
| Pledges Rcvbl EOY | $0 | PledgesRcvblEOYAmt |
| Pledges Rcvbl EOYFMV | $0 | PledgesRcvblEOYFMVAmt |
| Rcvbl From Officers BOY | $0 | RcvblFromOfficersBOYAmt |
| Rcvbl From Officers EOY | $0 | RcvblFromOfficersEOYAmt |
| Rcvbl From Officers EOYFMV | $0 | RcvblFromOfficersEOYFMVAmt |
| Other Nts And Loans Rcvbl | $644,000 | OtherNtsAndLoansRcvblAmt |
| Other Rcvbl Allwnc Dbtfl Acct | $0 | OtherRcvblAllwncDbtflAcctAmt |
| Other Nts And Loans Rcvbl BOY | $644,000 | OtherNtsAndLoansRcvblBOYAmt |
| Other Nts And Loans Rcvbl EOY | $644,000 | OtherNtsAndLoansRcvblEOYAmt |
| Other Nts And Loans Rcvbl EOYFMV | $644,000 | OtherNtsAndLoansRcvblEOYFMVAmt |
| US Government Obligations BOY | $0 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $0 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $0 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $0 | CorporateStockBOYAmt |
| Corporate Stock EOY | $0 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $0 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $0 | CorporateBondsBOYAmt |
| Corporate Bonds EOYFMV | $0 | CorporateBondsEOYFMVAmt |
| Invst Land Cost Or Other Basis | $0 | InvstLandCostOrOtherBasisAmt |
| Invst Land Accum Depreciation | $0 | InvstLandAccumDepreciationAmt |
| Land Bldg Investments BOY | $0 | LandBldgInvestmentsBOYAmt |
| Land Bldg Investments EOYFMV | $0 | LandBldgInvestmentsEOYFMVAmt |
| Other Investments BOY | $3,896,192,600 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $4,423,679,986 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $5,006,109,922 | OtherInvestmentsEOYFMVAmt |
| Land Bldg Equip Cost Or Other Bss | $258,488,028 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $134,190 | LandBldgEquipAccumDeprecAmt |
| Land BOY | $147,509,654 | LandBOYAmt |
| Land EOY | $258,353,838 | LandEOYAmt |
| Land EOYFMV | $258,353,838 | LandEOYFMVAmt |
| Other Assets BOY | $0 | OtherAssetsBOYAmt |
| Other Assets EOY | $0 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $0 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $4,045,996,103 | TotalAssetsBOYAmt |
| Total Assets EOY | $4,688,592,870 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $5,271,022,806 | TotalAssetsEOYFMVAmt |
| Accounts Payable BOY | $0 | AccountsPayableBOYAmt |
| Accounts Payable EOY | $0 | AccountsPayableEOYAmt |
| Loans From Officers BOY | $0 | LoansFromOfficersBOYAmt |
| Loans From Officers EOY | $0 | LoansFromOfficersEOYAmt |
| Mortgages And Notes Payable BOY | $0 | MortgagesAndNotesPayableBOYAmt |
| Mortgages And Notes Payable EOY | $0 | MortgagesAndNotesPayableEOYAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Retained Earning BOY | $4,045,996,103 | RetainedEarningBOYAmt |
| Retained Earning EOY | $4,688,592,870 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $4,045,996,103 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $4,688,592,870 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $4,045,996,103 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $4,688,592,870 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $4,045,996,103 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $642,596,767 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $4,688,592,870 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $4,688,592,870 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (16 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Excess FMV Over Adjusted BssExcessFMVOverAdjustedBssAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|
| NT CASH - VARIOUS STOCKS | P | $60,922,803 | $65,335,211 | -$4,412,408 | $0 | -$4,412,408 |
| NT WALTER SCOTT - VARIOUS STOCKS | P | $7,662,059 | $8,312,270 | -$650,211 | $0 | -$650,211 |
| NT EAFE - VARIOUS STOCKS | P | $6,875,980 | $6,537,260 | $338,720 | $0 | $338,720 |
| NT EAFE - VARIOUS STOCKS | P | $43,230,601 | $37,808,827 | $5,421,774 | $0 | $5,421,774 |
| NT EAFE - CAPITAL GAIN DISTRIBUTION | P | $0 | $50,432 | -$50,432 | $0 | -$50,432 |
| NT R1000 - CAPITAL GAIN DISTRIBUTION | P | $103,490 | $0 | $103,490 | $0 | $103,490 |
| NT R1000 - VARIOUS STOCKS | P | $23,291,653 | $23,099,710 | $191,943 | $0 | $191,943 |
| NT R1000 - VARIOUS STOCKS | P | $314,712,496 | $122,169,881 | $192,542,615 | $0 | $192,542,615 |
| NT EQUITIZATION - VARIOUS STOCKS | P | $5,506,299 | $5,505,871 | $428 | $0 | $428 |
| NT EQUITIZATION - SECTION 1256 GAINS | P | $28,197,976 | $0 | $28,197,976 | $0 | $28,197,976 |
| NT IT BONDS - VARIOUS STOCKS | P | $606,575,768 | $607,240,013 | -$664,245 | $0 | -$664,245 |
| NT IT BONDS - VARIOUS STOCKS | P | $6,185,299 | $6,187,565 | -$2,266 | $0 | -$2,266 |
| NT S&P 500 - CAPITAL GAIN DISTRIBUTION | P | $5,188 | $0 | $5,188 | $0 | $5,188 |
| NT S&P 500 - VARIOUS STOCKS | P | $6,464,029 | $6,397,539 | $66,490 | $0 | $66,490 |
| NT S&P 500 - VARIOUS STOCKS | P | $35,721,501 | $30,421,628 | $5,299,873 | $0 | $5,299,873 |
| PASS-THROUGH - CAPITAL GAINS | P | $126,134,343 | $5,049 | $126,129,294 | $0 | $126,129,294 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $352,518,229 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $7,232,354 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $7,232,354 | SubtotalAmt |
| Tax Based On Investment Income | $7,232,354 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $8,544,766 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Total Payments And Credits | $8,544,766 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $1,312,412 | OverpaymentAmt |
| Applied To ES Tax | $1,312,412 | AppliedToESTaxAmt |
| Refund | $0 | RefundAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | false | LegislativePoliticalActyInd |
| More Than100 Spent | false | MoreThan100SpentInd |
| Form1120 POL Filed | false | Form1120POLFiledInd |
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | Yes (true) | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | Yes (true) | UnrelatedBusIncmOverLimitInd |
| Form990 T Filed | Yes (true) | Form990TFiledInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (true) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Org Report Or Register State | DE | OrgReportOrRegisterStateCd |
| Org Report Or Register State | AR | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (true) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | false | PrivateOperatingFoundationInd |
| New Substantial Contributors | false | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
| Website Address | https://alicelwaltonfoundation.org/ | WebsiteAddressTxt |
| Individual With Books | Abigail Spinks | IndividualWithBooksNm |
| Phone | 4794185726 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 850 Museum Way | AddressLine1Txt |
| City | Bentonville | CityNm |
| State Abbreviation | AR | StateAbbreviationCd |
| ZIP | 72712 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | Yes (true) | ForeignAccountsQuestionInd |
| Foreign Country | JA | ForeignCountryCd |
| Foreign Country | NL | ForeignCountryCd |
| Foreign Country | UK | ForeignCountryCd |
| Foreign Country | CA | ForeignCountryCd |
| Foreign Country | DA | ForeignCountryCd |
| Foreign Country | FR | ForeignCountryCd |
| Foreign Country | GM | ForeignCountryCd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | false | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | false | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | Yes (true) | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | false | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | false | ActsFailToQlfyAsExceptionsInd |
| Uncorrected Prior Acts | false | UncorrectedPriorActsInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Business Holdings | false | BusinessHoldingsInd |
| Jeopardy Investments | false | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | false | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | false | InfluenceLegislationInd |
| Influence Election | false | InfluenceElectionInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Grants To Organizations | Yes (true) | GrantsToOrganizationsInd |
| Noncharitable Purpose | false | NoncharitablePurposeInd |
| Transactions Fail To Qlfy As Exc | false | TransactionsFailToQlfyAsExcInd |
| Maintained Expenditure Rspns | Yes (true) | MaintainedExpenditureRspnsInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | Yes (true) | 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 |
|---|---|---|---|---|---|---|---|
| ALICE WALTON | |||||||
| PO BOX 1860 | BENTONVILLE | AR | 72712 | DIRECTOR, PRESIDENT | 2.00 | $0 | $0 |
| REUBEN MCDANIEL | |||||||
| PO BOX 1860 | BENTONVILLE | AR | 72712 | MANAGING DIRECTOR | 24.00 | $660,000 | $16,120 |
| AUGUST MARTIN | |||||||
| PO BOX 1860 | BENTONVILLE | AR | 72712 | TREASURER (FROM 3/5/24), SECRETARY (FROM 7/10/24) | 0.50 | $0 | $0 |
| RICHARD HOSLEY | |||||||
| PO Box 1860 | Bentonville | AR | 72712 | SECRETARY (UNTIL 6/13/24) | 0.50 | $0 | $0 |
Compensation Highest Paid Empl CompensationHighestPaidEmplGrp (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee BenefitsEmployeeBenefitsAmt |
|---|---|---|---|---|---|---|---|
| CASEY MAENNER | |||||||
| PO BOX 1860 | BENTONVILLE | AR | 72712 | ASSOC. PROG. OFFICER | 40.00 | $75,384 | $15,471 |
| BEN BRANTMEIER | |||||||
| PO BOX 1860 | BENTONVILLE | AR | 72712 | PROGRAM OFFICER | 40.00 | $103,154 | $7,783 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp (5 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Service TypeServiceTypeTxt | CompensationCompensationAmt | Address Line2USAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|
| Polk Stanley Wilcox Architects LTD | ||||||
| 801 S Spring Street | Little Rock | AR | 72201 | ARCHITECTURAL SERVICES | $5,412,970 | |
| Walton Enterprises LLC | ||||||
| PO BOX 1860 | BENTONVILLE | AR | 72712 | MANAGEMENT SERVICES | $3,893,253 | |
| Art and Wellness Enterprises LLC | ||||||
| PO Box 1860 | Bentonville | AR | 72712 | Management Services | $3,286,929 | |
| Northern Trust | ||||||
| PO BOX 803878 | CHICAGO | IL | 60680 | INVESTMENT SERVICES | $1,154,383 | |
| EDSA Inc | ||||||
| 2811 McKinney Avenue | Dallas | TX | 75204 | CONSULTING SERVICES | $962,369 | Suite 315 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contractor Paid Over50k | 14 | ContractorPaidOver50kCnt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $4,360,127,632 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $297,977,730 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $4,658,105,362 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Adjusted Total FMV Of Unused Ast | $4,658,105,362 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $69,871,580 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $4,588,233,782 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $229,411,689 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $229,411,689 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $7,232,354 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $7,232,354 | TotalTaxAmt |
| Distributable Before Adj | $222,179,335 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $222,179,335 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $222,179,335 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $51,923,337 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Charitable Assets Acquis Paid | $103,883,276 | CharitableAssetsAcquisPaidAmt |
| Set Aside Cash Distri Test | $0 | SetAsideCashDistriTestAmt |
| Qualifying Distributions | $155,806,613 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $222,179,335 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $143,428,156 | UndistributedIncomePYAmt |
| Prior Year1 | 2022 | PriorYear1Yr |
| Prior Year2 | 2021 | PriorYear2Yr |
| Prior Year3 | 2020 | PriorYear3Yr |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $0 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $0 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $0 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $0 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $0 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $155,806,613 | QualifyingDistributionsAmt |
| Applied To Year1 | $143,428,156 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $12,378,457 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $0 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $209,800,878 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $0 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $0 | ExcessFromYear4Amt |
| Excess From Year3 | $0 | ExcessFromYear3Amt |
| Excess From Year2 | $0 | ExcessFromYear2Amt |
| Excess From Year1 | $0 | ExcessFromYear1Amt |
| Excess From Current Year | $0 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | Alice L Walton | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (95 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|
| American Academy in Rome | |||||||
| 7 E 60th Street | New York | NY | 10022 | PC | to provide general operating support | $10,000 | |
| American Federation of Arts Inc | |||||||
| 305 East 47th Street 10th Floor | New York | NY | 10017 | PC | to support the American Federation of Arts Annual Gala | $50,000 | |
| Aperture Foundation Inc | |||||||
| 548 West 28th Street | New York | NY | 10001 | PC | to provide support for the first three titles in the Vision & Justice Book Series to help cover editorial, production, publicity, overhead, and programming costs | $100,000 | |
| Arkansas Arts Academy | |||||||
| 1110 West Poplar Street | Rogers | AR | 72756 | PC | to fund repairs to the school's facilities not covered by insurance proceeds | $27,000 | |
| Arkansas Black Hall of Fame Foundation | |||||||
| 21 Bascom Drive PO Box 1042 | Little Rock | AR | 72223 | PC | to provide general operating support | $5,000 | |
| Arkansas Childrens Foundation | |||||||
| 1 Childrens Way Slot 661 | Little Rock | AR | 72202 | PC | to provide general operating support | $40,000 | |
| Arkansas Childrens Foundation | |||||||
| 1 Childrens Way Slot 661 | Little Rock | AR | 72202 | PC | To support arts in wellness programming at Arkansas Children's Northwest | $144,400 | |
| Arkansas Coalition of Marshallese Inc | |||||||
| 614 East Emma Avenue | Springdale | AR | 72764 | PC | To assist with tornado response and recovery for current and future storms in Benton County, AR | $20,000 | |
| Arkansas Committee of the National Museum of Women in the Arts | |||||||
| 6402 Trinity Drive | Pine Bluff | AR | 71603 | SO III FI | to provide general operating support | $10,000 | |
| Arkansas Community Foundation Inc | |||||||
| 5 Allied Drive Suite 51110 Building | Little Rock | AR | 72202 | PC | to provide general operating support | $125,000 | 5 11th Floor |
| Arkansas Museum of Fine Arts Foundation | |||||||
| PO Box 2137 501 East 9th Street | Little Rock | AR | 722032137 | PC | to provide support for community engagement and education programs | $367,457 | |
| Arkansas Single Parent Scholarship Fund Program | |||||||
| 2102 Riverfront Drive Suite 102 | Little Rock | AR | 72202 | PC | to provide scholarship support | $75,000 | |
| Bentonville Bella Vista Trailblazers Association Inc | |||||||
| PO Box 2812 | Bentonville | AR | 72712 | PC | To assist with tornado response and recovery for current and future storms in Benton County, AR | $20,000 | |
| Bentonville Church of the Nazarene | |||||||
| 220 Northwest A Street | Bentonville | AR | 72712 | PC | To assist with tornado response and recovery for current and future storms in Benton County, AR | $7,000 | |
| Bill Hillary and Chelsea Clinton Foundation | |||||||
| 1633 Broadway 5th Floor | New York | NY | 10019 | PC | to provide funding to help Grantee establish and approximately $250 million Clinton Foundation Endowment | $1,000,000 | |
| Boys & Girls Club of Benton County | |||||||
| 2801 Walker Street | Bentonville | AR | 72712 | PC | to provide general operating support | $200,000 | |
| Boys and Girls Clubs of America | |||||||
| 1275 Peachtree Street NE | Atlanta | GA | 303093506 | PC | to provide general operating support | $100,000 | |
| Camp War Eagle Inc | |||||||
| PO Box 506 14323 Camp War Eagle Roa | Rogers | AR | 72756 | POF | To support general operations | $12,037,070 | d |
| Canopy NWA | |||||||
| 1142 N Futrall Dr | Fayetteville | AR | 72703 | PC | to provide general operating support | $75,000 | |
| Catalyst Church NWA Inc | |||||||
| 2812 East Central Avenue | Bentonville | AR | 72712 | PC | to support the building of a new sanctuary for Catalyst Church NWA | $7,200,000 | |
| Center for Curatorial Leadership | |||||||
| 174 East 80th Street | New York | NY | 10075 | PC | to provide general operating support | $50,000 | |
| Centers for Youth and Families Inc | |||||||
| PO Box 251970 | Little Rock | AR | 72225 | PC | to support the Elizabeth Mitchell Adolescent Center (EMAC) Enhancement Project that includes new furnishings and replacement items in the dorms, common areas and therapy rooms as well as murals, art supplies and other specified items | $100,000 | |
| City of Bentonville | |||||||
| 305 SW A St | Bentonville | AR | 72712 | GOV | To Prepare and coordinate a comprehensive water, sewer, and wastewater capital improvement plan (CIP) to address extremely rapid growth with multiple, substantial and noteworthy developments. | $3,000,000 | |
| City of Fort Worth - Animal Adoption Center | |||||||
| Code Compliance Department 818 Miss | Fort Worth | TX | 76104 | GOV | to provide general operating support | $20,000 | ouri Avenue |
| City of Little Flock | |||||||
| 1500 Little Flock Drive | Little Flock | AR | 72756 | GOV | to provide 2024 Benton County Tornado Relief | $20,000 | |
| Clark Atlanta University Inc | |||||||
| 223 James P Brawley Dr SW | Atlanta | GA | 30314 | PC | to support salary and benefits costs to host a 2-year pilot to hire 1 faculty member to lead the school's engagement in AUC art collective program | $156,047 | |
| Clark Atlanta University Inc | |||||||
| 223 James P Brawley Dr SW | Atlanta | GA | 30314 | PC | To provide scholarship support | $60,606 | |
| Community Development Corp of Bentonville Bella Vista | |||||||
| 808 N Main | Bentonville | AR | 72712 | PC | to provide Disaster Relief and Recovery | $20,000 | |
| Cowboy Artists of America Joe Beeler Foundation | |||||||
| PO Box 186 | Clifton | TX | 76634 | PC | To support 2024 Annual Artist Exhibition and Sale | $5,000 | |
| Dress for Success Northwest Arkansas | |||||||
| 100 North Dixieland Road | Rogers | AR | 727561123 | PC | to provide general operating support | $10,000 | |
| Excellerate Foundation | |||||||
| 800 Founders Park Drive | Springdale | AR | 72762 | PC | to support tornado relief efforts | $335,000 | |
| Fayetteville Youth Center Inc | |||||||
| 560 North Rupple Road | Fayetteville | AR | 72704 | PC | to provide general operating support | $50,000 | |
| Fort Worth Zoological Association Inc | |||||||
| 1989 Colonial Parkway | Fort Worth | TX | 76110 | PC | to establish a $7 million endowed maintenance fund to provides partial maintenance support for new exhibit areas to be constructed as part of Grantee's Zoo 2020 capital campaign | $500,000 | |
| Girl Scouts - Diamonds of Arkansas Oklahoma and Texas | |||||||
| 11311 Arcade Drive | Fayetteville | AR | 72212 | PC | to provide general operating support | $50,000 | |
| Havenwood Inc | |||||||
| 808 North Main Street | Bentonville | AR | 72712 | PC | to provide general operating support | $50,000 | |
| Havenwood Inc | |||||||
| 808 North Main Street | Bentonville | AR | 72712 | PC | To assist with tornado response and recovery for current and future storms in Benton County, AR | $3,500 | |
| Helen Walton Children's Enrichment Center | |||||||
| 309 NE J St | Bentonville | AR | 72712 | PC | To assist with tornado response and recovery for current and future storms in Benton County, AR | $10,000 | |
| Hope Womens Shelter Inc | |||||||
| PO Box 1650 | Mineral Wells | TX | 76068 | PC | to provide general operating support | $20,000 | |
| Jazz at Lincoln Center Inc | |||||||
| 3 Columbus Circle 12th Floor | New York | NY | 10019 | PC | To expand the Jazz at Lincoln Center Arts-Integration program in Northwest Arkansas in Partnership with Crystal Bridges | $250,000 | |
| Jones Trust | |||||||
| 922 East Emma Avenue | Springdale | AR | 72764 | EOF | To assist with tornado response and recovery for current and future storms in Benton County, AR | $115,000 | |
| Jorge M Perez Art Museum of Miami-Dade County Inc | |||||||
| 1103 Biscayne Boulevard | Miami | FL | 331321758 | PC | to support the hiring and development of a Collections and Exhibitions Planning Director as a portion of the leadership in art museums program | $50,184 | |
| Lincoln Center for the Performing Arts Inc | |||||||
| 70 Lincoln Center Plaza | New York | NY | 10023 | PC | to provide support for Grantee's Lincoln Center Education PreK-12 programs in 2024 | $25,000 | |
| Marty Hennessy Inspiring Children Foundation | |||||||
| 1101 Colorado Street | Boulder City | NV | 89005 | PC | to provide general operating support | $25,000 | |
| Massachusetts Museum of Contemporary Art Foundation Inc | |||||||
| 1040 Mass Moca Way | North Adams | MA | 01247 | PC | To support Programming Partnership for The Plant | $150,000 | |
| Mercy Health Foundation Northwest Arkansas | |||||||
| 2710 S Rife Medical Lane | Rogers | AR | 72758 | PC | to provide general operating support | $20,000 | |
| Metropolitan Museum of Art | |||||||
| 1000 5th Ave | New York | NY | 10028 | PC | to support American art efforts in 2024 | $25,000 | |
| Mitchelville Preservation Project Inc | |||||||
| PO Box 27158 | Hilton Head | SC | 29925 | PC | To support Historic Mitchelville Freedom Park Interpretive Center | $100,000 | |
| Morehouse College | |||||||
| 830 Westview Drive SW | Atlanta | GA | 303143773 | PC | to support salary and benefits costs to host a 2-year pilot to hire 1 faculty member to lead the school's engagement in AUC art collective program | $172,000 | |
| Morehouse College | |||||||
| 830 Westview Drive SW | Atlanta | GA | 303143773 | PC | To provide Scholarship Support | $58,753 | |
| Museum of Contemporary Art Los Angeles | |||||||
| 250 South Grand Avenue | Los Angeles | CA | 900123007 | PC | to support the hire, development and program activities of a Director of Community Outreach as part of the Leadership in Art Museums program | $35,515 | |
| Museum of Modern Art | |||||||
| 11 West 53 Street | New York | NY | 10019 | PC | to provide general operating support | $38,000 | |
| National Museum of Women in the Arts Inc | |||||||
| 1250 New York Avenue NW | Washington | DC | 20009 | PC | to provide general operating support | $75,000 | |
| New Haven Home Inc | |||||||
| 115 SW 3rd Street | Mineral Wells | TX | 76067 | PC | to provide general operating support | $140,000 | |
| New York and Presbyterian Hospital | |||||||
| 525 E 8th St | New York | NY | 10065 | PC | to provide general operating support | $50,000 | |
| Newark Museum Association | |||||||
| 49 Washington Street | Newark | NJ | 071023109 | PC | to support the hire, development and program activities of a Director of Community Outreach as part of the Leadership in Art Museums program | $262,500 | |
| Northwest Arkansas Children's Shelter | |||||||
| 860 NW Vaughn Road | Bentonville | AR | 72713 | PC | to provide general operating support | $100,000 | |
| Northwest Arkansas Community College Foundation Inc | |||||||
| One College Drive | Bentonville | AR | 72712 | PC | to provide general operating support | $50,000 | |
| Northwest Arkansas Food Bank Inc | |||||||
| 1604 Honeysuckle Street PO Box 2126 | Lowell | AR | 72745 | PC | to support the purchase of dry and frozen food as well as fresh produce | $100,000 | |
| Northwest Arkansas Food Bank Inc | |||||||
| 1604 Honeysuckle Street PO Box 2126 | Lowell | AR | 72745 | PC | to assist with tornado response and recovery for current and future storms in Benton County, AR | $35,000 | |
| Northwest Arkansas Women's Shelter | |||||||
| PO Box 1059 | Rogers | AR | 72757 | PC | to provide general operating support | $50,000 | |
| OASIS OF NORTHWEST ARKANSAS | |||||||
| 38 Basildon Circle | Bella Vista | AR | 72715 | PC | to provide general operating support | $10,000 | |
| Ovations Plus | |||||||
| 637 South Ray Avenue | Fayetteville | AR | 72701 | PC | to provide general operating support | $75,000 | |
| Peace at Home Family Shelter | |||||||
| PO Box 10946 | Fayetteville | AR | 72703 | PC | to provide general operating support | $100,000 | |
| Presbyterian Children's Homes and Services | |||||||
| 5920 W William Cannon Drive Buildin | Austin | TX | 78749 | PC | to provide general operating support | $25,000 | g 3 Suite 100 |
| Presbyterian Night Shelter of Tarrant County | |||||||
| PO Box 2645 | Fort Worth | TX | 76113 | PC | to provide general operating support | $10,000 | |
| Robin Hood Foundation | |||||||
| 826 Broadway 9th Floor | New York | NY | 10003 | PC | to provide general operating support | $1,000,000 | |
| Rogers Public Schools | |||||||
| 500 West Walnut Street | Rogers | AR | 72756 | GOV | to continue and expand on the activities of the Rogers Public Schools in helping the community to recover from the federally declared disaster | $25,000 | |
| Saving Grace | |||||||
| 1229 West Poplar Street | Rogers | AR | 72756 | PC | to assist in the completion of 'Grant House' which will increase the capacity at Saving Grace by 18 young women | $50,000 | |
| Saving Grace | |||||||
| 1229 West Poplar Street | Rogers | AR | 72756 | PC | to provide general operating support | $50,000 | |
| Sheep Dog Impact Assistance | |||||||
| 1200 W Walnut Street Suite 2310 | Rogers | AR | 72756 | PC | To assist with tornado response and recovery for current and future storms in Benton County, AR | $20,000 | |
| Single Parent Scholarship Fund of Northwest Arkansas Inc | |||||||
| 2601 Southwest D Street | Bentonville | AR | 72712 | PC | to provide scholarship support | $25,000 | |
| Smarthistory Inc | |||||||
| 10 Woodbrook Rd | Pleasantville | NY | 10570 | PC | to support addition artworks for the Seeing America Program | $255,400 | |
| SOAR After School Program | |||||||
| 922 E Emma Ave | Springdale | AR | 72764 | PC | to provide general operating support | $200,000 | |
| Spelman College | |||||||
| 350 Spelman Ln SW | Atlanta | GA | 303144399 | PC | to support a pilot AUC field study trip to Northwest Arkansas | $15,000 | |
| Spelman College | |||||||
| 350 Spelman Ln SW | Atlanta | GA | 303144399 | PC | to support the Atlanta University Center | $1,438,242 | |
| Symphony Orchestra of Northwest Arkansas | |||||||
| PO Box 1243 | Fayetteville | AR | 72702 | PC | to provide general operating support | $25,000 | |
| Tarleton State University | |||||||
| Shelby Huxen Dept of Animal Science | Stephenville | TX | 76402 | GOV | to provide general operating support | $25,000 | and Veterinary Technology |
| Thaden School | |||||||
| 800 SE C St | Bentonville | AR | 72712 | PC | to support the Thaden and Totality event | $50,000 | |
| The Aspen Institute | |||||||
| 2300 N St NW 700 | Washington | DC | 200371122 | PC | to provide general operating support | $25,000 | |
| The Aspen Institute | |||||||
| 2300 N St NW 700 | Washington | DC | 200371122 | PC | to support Phase 1 of the Aspen Opportunity Youth Forum's work to help youth find meaning and purpose | $833,333 | |
| The Historymakers | |||||||
| 1900 South Michigan Avenue | Chicago | IL | 60616 | PC | To support 100 video oral histories of African American leaders in the arts and medicine | $250,000 | |
| The Morehouse School of Medicine Inc | |||||||
| 720 Westview Drive Southwest | Atlanta | GA | 303101458 | PC | to create 2 endowments - the 'President's Innovation Fund the 'Presidential Endowment Scholarship Fund' | $2,250,000 | |
| The National Cowgirl Museum and Hall of Fame Inc | |||||||
| 1720 Gendy Street | Fort Worth | TX | 76107 | PC | to provide General operating support | $25,000 | |
| The Peel Compton Foundation | |||||||
| 312 North Main Street | Bentonville | AR | 727125337 | POF | To support the Peel Compton environmental preservation and public programs | $25,000 | |
| THE SILK ROAD PROJECT INC | |||||||
| Post Office Box 35460 | Allston | MA | 02135 | PC | to support the organization's music commissions and art education programs | $528,667 | |
| The University of Arkansas Foundation Inc | |||||||
| 4301 W Markham Street 716 | Little Rock | AR | 72205 | PC | to support deploying the UAMS Comprehensive School Nutrition Enrichment Program to NWA public school districts | $225,334 | |
| Triple Aught Foundation | |||||||
| 414 Broadway Street PO Box 269 | Alamo | NV | 89001 | PC | to support current operational needs | $500,000 | |
| University of Arkansas | |||||||
| 1 University of Arkansas 406 Admini | Fayetteville | AR | 72701 | GOV | to support the "American Porch" project | $375,000 | stration Building |
| University of Arkansas Foundation Inc | |||||||
| 535 W Research Center Blvd Suite 12 | Fayetteville | AR | 72701 | PC | to support Black Music Institute | $198,090 | 0 |
| University of the Ozarks | |||||||
| 415 North College Avenue | Clarksville | AR | 72830 | PC | to provide general operating support | $75,000 | |
| Utah Film Center | |||||||
| 50 West Broadway | Salt Lake City | UT | 84101 | PC | to provide support for the Leap of Faith film, including screenings in Bentonville, AR | $150,000 | |
| Van Cliburn Foundation Inc | |||||||
| 201 Main Street Suite 100 | Fort Worth | TX | 76102 | PC | to provide general operating support | $50,000 | |
| Walton Family Foundation Inc | |||||||
| PO Box 1860 | Bentonville | AR | 72712 | PF | To support costs associated with the NWA Land Bank project acquisitions under which Grantee acquires property for planned donation to charities or governmental units for public purposes. | $5,197,846 | |
| Whitney Museum of American Art | |||||||
| 99 Gansevoort St | New York | NY | 10014 | PC | to provide General Operating Support | $40,000 | |
| Yale University | |||||||
| PO Box 2038 | New Haven | CT | 06251 | PC | to support the Edward P Bass School of Architecture | $5,000,000 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $47,146,944 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business | 523000 | BusinessCd |
| Unrelated Business Taxbl Incm | $45,697 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | 14 | ExclusionCd |
| Exclusion | $184,434,685 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business | 523000 | BusinessCd |
| Unrelated Business Taxbl Incm | $5,049 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | 18 | ExclusionCd |
| Exclusion | $352,518,229 | ExclusionAmt |
Other Revenue Described OtherRevenueDescribedGrp (3 entries)
| DescDesc | ExclusionExclusionCd | ExclusionExclusionAmt | BusinessBusinessCd | Unrelated Business Taxbl IncmUnrelatedBusinessTaxblIncmAmt |
|---|---|---|---|---|
| Northern Trust | 14 | -$147,711 | ||
| Pass-through - Other Income/(Loss) | 14 | $5,767,036 | 523000 | -$381,686 |
| Rental Income | 16 | $9,575 |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | -$330,940 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $542,581,814 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $542,250,874 | 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 (2 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 | $7,095,000 | Yes (X) | |
| ALICE L WALTON 2021 WYOMING TRUST | |||||||
| 2 | PO BOX 7372 | JACKSON | WY | 83002 | $172,603,600 | Yes (X) | |
Non Cash Property Contribution NonCashPropertyContributionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
| Noncash Property | 13.19 ACRES OF LAND AND IMPROVEMENTS IN BENTONVILLE, AR | NoncashPropertyDesc |
| Fair Market Value | $7,095,000 | FairMarketValueAmt |
| Received | 2024-05-09 | ReceivedDt |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $44,201 | Amt |
| Disbursements Charitable Prps | $44,201 | DisbursementsCharitablePrpsAmt |
Depreciation Schedule DepreciationSchedule
Depreciation Property DepreciationPropertyGrp (4 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | Cost Or Other BasisCostOrOtherBasisAmt | Prior Year DepreciationPriorYearDepreciationAmt | Computation MethodComputationMethodTxt | Current Year ExpenseCurrentYearExpenseAmt |
|---|---|---|---|---|---|
| Parking Garage | 2023-01-01 | $3,836 | $98 | S/L | $998 |
| Furniture & Fixture | 2024-05-21 | $130,241 | $0 | S/L | $12,404 |
| IT Hardware | 2024-04-02 | $406,240 | $0 | S/L | $101,560 |
| IT Software | 2024-05-01 | $143,480 | $0 | S/L | $19,131 |
Expenditure Responsibility Stmt ExpenditureResponsibilityStmt
Expenditure Responsibility ExpenditureResponsibilityGrp (5 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | GrantGrantDt | GrantGrantAmt | Purpose Of GrantPurposeOfGrantTxt | Expended By GranteeExpendedByGranteeAmt | Any Diversion By GranteeAnyDiversionByGranteeTxt | Dates Of Reports By GranteeDatesOfReportsByGranteeTxt | VerificationVerificationDt | Results Of VerificationResultsOfVerificationTxt |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Camp War Eagle Inc | |||||||||||
| PO Box 506 | Rogers | AR | 72756 | 2023-05-19 | $18,285,350 | To support general operations | $18,285,350 | NONE | 11/07/24, 11/12/25 | 2025-11-12 | 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. |
| Camp War Eagle Inc | |||||||||||
| PO Box 506 | Rogers | AR | 72756 | 2024-09-02 | $12,037,070 | To provide general operating support | $4,470,405 | NONE | 11/12/25 | 2025-11-12 | THE GRANTEE HAS PROVIDED THE FOUNDATION WITH THE REQUIRED REPORTS. THE FOUNDATION HAS NO REASON TO DOBT THE ACCURACY OR RELIABILITY OF THE REPORT, THEREFORE, NO FUTHER VERIFICATION BY THE FOUNDATION IS DEEMED NECESSARY. |
| The Peel Compton Foundation | |||||||||||
| 312 North Main Street | Bentonville | AR | 727125337 | 2023-08-15 | $25,000 | To support the Peel Compton environmental preservation and public programs. | $25,000 | NONE | 04/16/24, 04/04/25 | 2025-04-04 | 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 FOUNDAITON IS DEEMED NECESSARY. |
| The Peel Compton Foundation | |||||||||||
| 312 North Main Street | Bentonville | AR | 72712 | 2024-08-16 | $25,000 | To support the Peel Compton environmental preservation and public programs | $0 | NONE | 04/04/25 | 2025-04-04 | THE GRANTEE HAS PROVIDED THE FOUNDATION WITH THE REQUIRED REPORTS. THE FOUNDATION HAS NO REASON TO DOBT THE ACCURACY OR RELIABILITY OF THE REPORT, THEREFORE, NO FUTHER VERIFICATION BY THE FOUNDATION IS DEEMED NECESSARY. |
| Walton Family Foundation Inc | |||||||||||
| PO Box 1860 | Bentonville | AR | 72712 | 2023-12-05 | $5,299,046 | To support costs associated with the NWA Land Bank project acquisitions under which Grantee acquires property for planned donation to charities or governmental units for public purposes. | $2,739,737 | NONE | 03/03/24, 05/20/25 | 2025-05-20 | THE GRANTEE HAS PROVIDED THE FOUNDATION WITH THE REQUIRED REPORTS. THE FOUNDATION HAS NO REASON TO DOBT THE ACCURACY OR RELIABILITY OF THE REPORT, THEREFORE, NO FUTHER VERIFICATION BY THE FOUNDATION IS DEEMED NECESSARY. |
Gain Loss Sale Other Assets Sch GainLossSaleOtherAssetsSch
Gain Loss Sale Other Asset GainLossSaleOtherAssetGrp (16 entries)
| AssetAssetDesc | How AcquiredHowAcquiredTxt | Gross Sales PriceGrossSalesPriceAmt | BasisBasisAmt | Total NetTotalNetAmt |
|---|---|---|---|---|
| NT CASH - VARIOUS STOCKS | P | $60,922,803 | $65,335,211 | -$4,412,408 |
| NT WALTER SCOTT - VARIOUS STOCKS | P | $7,662,059 | $8,312,270 | -$650,211 |
| NT EAFE - VARIOUS STOCKS | P | $6,875,980 | $6,537,260 | $338,720 |
| NT EAFE - VARIOUS STOCKS | P | $43,230,601 | $37,808,827 | $5,421,774 |
| NT EAFE - CAPITAL GAIN DISTRIBUTION | P | $0 | $50,432 | -$50,432 |
| NT R1000 - CAPITAL GAIN DISTRIBUTION | P | $103,490 | $0 | $103,490 |
| NT R1000 - VARIOUS STOCKS | P | $23,291,653 | $23,099,710 | $191,943 |
| NT R1000 - VARIOUS STOCKS | P | $314,712,496 | $122,169,881 | $192,542,615 |
| NT EQUITIZATION - VARIOUS STOCKS | P | $5,506,299 | $5,505,871 | $428 |
| NT EQUITIZATION - SECTION 1256 GAINS | P | $28,197,976 | $0 | $28,197,976 |
| NT IT BONDS - VARIOUS STOCKS | P | $606,575,768 | $607,240,013 | -$664,245 |
| NT IT BONDS - VARIOUS STOCKS | P | $6,185,299 | $6,187,565 | -$2,266 |
| NT S&P 500 - CAPITAL GAIN DISTRIBUTION | P | $5,188 | $0 | $5,188 |
| NT S&P 500 - VARIOUS STOCKS | P | $6,464,029 | $6,397,539 | $66,490 |
| NT S&P 500 - VARIOUS STOCKS | P | $35,721,501 | $30,421,628 | $5,299,873 |
| PASS-THROUGH - CAPITAL GAINS | P | $126,134,343 | $126,134,343 |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (7 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| NT - Investment Account | AT COST | $3,029,005,579 | $2,910,220,265 |
| NT - R1000 Account | AT COST | $142,889,660 | $478,934,213 |
| NT - EAFE Account | AT COST | $245,332,049 | $279,998,177 |
| NT - Cash Equitization Account | AT COST | $69,133,293 | $69,498,888 |
| NT - Walter Scott International | AT COST | $70,688,312 | $73,784,060 |
| NT - IT Bonds | AT COST | $719,447,097 | $717,023,915 |
| NT - S&P 500 | AT COST | $147,183,996 | $476,650,404 |
Land Etc Schedule2 LandEtcSchedule2
Land Etc LandEtcGrp (3 entries)
| Category Or ItemCategoryOrItemTxt | Cost Or Other BasisCostOrOtherBasisAmt | Book ValueBookValueAmt | EOYFMVEOYFMVAmt | Accumulated DepreciationAccumulatedDepreciationAmt |
|---|---|---|---|---|
| Land | $26,745,519 | $26,745,519 | $26,745,519 | |
| Construction in Progress | $231,058,713 | $231,058,713 | $231,058,713 | |
| Furniture, Fixtures, & Equipment | $683,796 | $549,606 | $549,606 | $134,190 |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL FEES | CategoryTxt |
| Legal Fees | $101,396 | LegalFeesAmt |
| Disbursements Charitable Prps | $101,396 | DisbursementsCharitablePrpsAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (6 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|---|
| Miscellaneous | $67,927 | $67,927 | |
| Pass-through - Other Deductions | $8,629,379 | $8,629,379 | |
| Pass-through - Nondeductible Expenses | $1,879 | ||
| Technology | $85,426 | $85,426 | |
| Insurance | $37,875 | $37,875 | |
| Supplies | $56,336 | $56,336 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (3 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| Northern Trust | -$147,711 | -$147,711 |
| Pass-through - Other income/(loss) | $5,385,350 | $5,767,036 |
| Rental Income | $9,575 | $9,575 |
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 | $2,692,448 | $2,692,448 | |
| Investment Management Fees | $5,341,477 | $5,341,477 | |
| Other Professional Fees | $495,919 | $495,919 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| Excise Tax | $4,950,000 | |
| Northern Trust - Foreign Taxes | $3,630,549 | $3,630,549 |
| Pass-through - Foreign Taxes | $3,794,114 | $3,793,447 |