SHAW WALKER FOUNDATION: Form 990PF, tax year 2025
View the entire original 990 at ProPublica ↗
- Organization
- SHAW WALKER FOUNDATION (EIN 38-3125893)
- Tax period
- 2025-01-01 to 2025-12-31
- Filed
- 2026-05-14
- IRS object ID
- 202631349349100523
- Schema version
- 2025v4.1
- 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
- Accounting Fees Schedule
- All Oth Prog Rltd Investments Sch
- Depreciation Schedule
- Investments Corp Stock Schedule
- Investments Govt Obligations Sch
- Investments Other Schedule2
- Other Decreases Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2026-05-14T07:05:44-04:00 | ReturnTs |
| Tax Period End | 2025-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BDO USA | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 200 OTTAWA AVE NW STE 300 | AddressLine1Txt |
| City | GRAND RAPIDS | CityNm |
| State Abbreviation | MI | StateAbbreviationCd |
| ZIP | 49503 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2025-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 383125893 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE SHAW & BETTY WALKER FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| In Care Of | % STEPHANIE MORRALL | InCareOfNm |
| Business Name Control | SHAW | BusinessNameControlTxt |
| Phone | 2317445294 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 5100 | AddressLine1Txt |
| City | NORTH MUSKEGON | CityNm |
| State Abbreviation | MI | StateAbbreviationCd |
| ZIP | 49445 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | STEPHANIE MORRALL | PersonNm |
| Person Title | SECRETARY | PersonTitleTxt |
| Phone | 2317445294 | PhoneNum |
| Signature | 2026-05-05 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Jennifer Holder | PreparerPersonNm |
| PTIN | P01069327 | PTIN |
| Phone | 6167747000 | PhoneNum |
| Preparation | 2026-05-05 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2025 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $29,171,758 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $0 | ContriRcvdRevAndExpnssAmt |
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Interest On Sav Rev And Expnss | $15,845 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $15,845 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $461,554 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $489,391 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $7,361,579 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $38,768,094 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $7,375,951 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $90 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $90 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $7,839,068 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $7,881,277 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $40,106 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $20,053 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $20,053 | CompOfcrDirTrstDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $5,158 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $2,579 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $0 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $2,579 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $327,248 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $327,248 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Adj Net Incm | $0 | OtherProfFeesAdjNetIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $38,640 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $19,607 | TaxesNetInvstIncmAmt |
| Taxes Adj Net Incm | $0 | TaxesAdjNetIncmAmt |
| Taxes Dsbrs Chrtbl | $1,534 | TaxesDsbrsChrtblAmt |
| Occupancy Rev And Expnss | $16,207 | OccupancyRevAndExpnssAmt |
| Occupancy Net Invst Incm | $8,104 | OccupancyNetInvstIncmAmt |
| Occupancy Dsbrs Chrtbl | $8,103 | OccupancyDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $4,131 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $2,057 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Adj Net Incm | $0 | OtherExpensesAdjNetIncmAmt |
| Other Expenses Dsbrs Chrtbl | $2,074 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $431,490 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $379,648 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $34,343 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $1,200,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $1,200,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $1,631,490 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $379,648 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $1,234,343 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $6,207,578 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $7,501,629 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $426,322 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $552,358 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $552,358 | SavAndTempCashInvstEOYFMVAmt |
| US Government Obligations BOY | $1,176,326 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $1,403,836 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $1,435,409 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $17,944,025 | CorporateStockBOYAmt |
| Corporate Stock EOY | $24,332,983 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $27,174,474 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $535,116 | CorporateBondsBOYAmt |
| Other Investments EOYFMV | $9,517 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $20,081,789 | TotalAssetsBOYAmt |
| Total Assets EOY | $26,289,177 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $29,171,758 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Retained Earning BOY | $20,081,789 | RetainedEarningBOYAmt |
| Retained Earning EOY | $26,289,177 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $20,081,789 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $26,289,177 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $20,081,789 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $26,289,177 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $20,081,789 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $6,207,578 | ExcessRevenueOverExpensesAmt |
| Subtotal | $26,289,367 | SubtotalAmt |
| Other Decreases | $190 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $26,289,177 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (8 entries)
| PropertyPropertyDesc | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | How AcquiredHowAcquiredCd |
|---|---|---|---|---|---|
| ML #04135 PUBLICLY TRADED SECURITIES | $15,690,189 | $14,452,157 | $1,238,032 | $1,238,032 | |
| ML #04135 PUBLICLY TRADED SECURITIES | $20,366,804 | $14,116,398 | $6,250,406 | $6,250,406 | |
| ML #04140 PUBLICLY TRADED SECURITIES | $543,484 | $542,978 | $506 | $506 | |
| ML #04140 PUBLICLY TRADED SECURITIES | $2,167,395 | $2,280,610 | -$113,215 | -$113,215 | |
| CAPITAL GAIN DIVIDENDS | $222 | P | |||
| CAPITAL GAIN DIVIDENDS | $222 | P | |||
| CAPITAL GAIN DIVIDENDS | $222 | P | |||
| CAPITAL GAIN DIVIDENDS | $222 | P |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $7,375,951 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $104,273 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $104,273 | SubtotalAmt |
| Tax Based On Investment Income | $104,273 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $21,000 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Total Payments And Credits | $21,000 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $1,383 | EsPenaltyAmt |
| Tax Due | $84,656 | TaxDueAmt |
| 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 | false | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (true) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Org Report Or Register State | MI | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (true) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | false | PrivateOperatingFoundationInd |
| New Substantial Contributors | false | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | STEPHANIE MORRALL | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 2317445294 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 483 RUDDIMAN DRIVE | AddressLine1Txt |
| City | NORTH MUSKEGON | CityNm |
| State Abbreviation | MI | StateAbbreviationCd |
| ZIP | 494452782 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | false | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | false | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | false | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | false | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | Yes (true) | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | false | ActsFailToQlfyAsExceptionsInd |
| Uncorrected Prior Acts | false | UncorrectedPriorActsInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Business Holdings | false | BusinessHoldingsInd |
| Jeopardy Investments | false | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | false | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | false | InfluenceLegislationInd |
| Influence Election | false | InfluenceElectionInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Noncharitable Purpose | false | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (6 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| STEPHANIE MORRALL | ||||||||
| PO BOX 5100 | NORTH MUSKEGON | MI | 49445 | SECRETARY | 22.5 | $40,106 | $0 | $0 |
| BETTY WALKER | ||||||||
| PO BOX 5100 | NORTH MUSKEGON | MI | 49445 | VICE PRESIDENT/DIRECTOR | 1.0 | $0 | $0 | $0 |
| SHAW WALKER JR | ||||||||
| PO BOX 5100 | NORTH MUSKEGON | MI | 49445 | PRESIDENT/DIRECTOR | 1.0 | $0 | $0 | $0 |
| IVY WALKER | ||||||||
| PO BOX 5100 | NORTH MUSKEGON | MI | 49445 | DIRECTOR | 1.0 | $0 | $0 | $0 |
| BRUCE WALKER | ||||||||
| PO BOX 5100 | NORTH MUSKEGON | MI | 49445 | TREASURER/DIRECTOR | 1.0 | $0 | $0 | $0 |
| SABINA WALKER | ||||||||
| PO BOX 5100 | NORTH MUSKEGON | MI | 49445 | DIRECTOR | 1.0 | $0 | $0 | $0 |
Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MERRILL LYNCH | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 200 PARK AVENUE 13TH FLOOR | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10166 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Service Type | INVESTMENT MGMT | ServiceTypeTxt |
| Compensation | $327,248 | CompensationAmt |
Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | N/A | Description1Txt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | NONE | Description1Txt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $27,583,563 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $581,285 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $28,164,848 | TotalFMVOfUnusedAssetsAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $28,164,848 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $422,473 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $27,742,375 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $1,387,119 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $1,387,119 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $104,273 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $104,273 | TotalTaxAmt |
| Distributable Before Adj | $1,282,846 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $1,282,846 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $1,282,846 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $1,234,343 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Charitable Assets Acquis Paid | $0 | CharitableAssetsAcquisPaidAmt |
| Set Aside Suitability Test | $0 | SetAsideSuitabilityTestAmt |
| Set Aside Cash Distri Test | $0 | SetAsideCashDistriTestAmt |
| Qualifying Distributions | $1,234,343 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $1,282,846 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Prior Year1 | 2023 | PriorYear1Yr |
| Prior Year2 | 2022 | PriorYear2Yr |
| Prior Year3 | 2021 | PriorYear3Yr |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr4 | $64,428 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr1 | $22,936 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $87,364 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $1,234,343 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Current Year | $1,234,343 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $48,503 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $48,503 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $38,861 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov To Next Yr | $38,861 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $15,925 | ExcessFromYear4Amt |
| Excess From Year1 | $22,936 | ExcessFromYear1Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Private Operating Foundations | PrivateOperatingFoundationsGrp |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | MRS BETTY WALKER | ContributingManagerNm |
| Contributing Manager | SHAW WALKER JR | ContributingManagerNm |
| Contributing Manager | BRUCE WALKER | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | SHAW WALKER FOUNDATION | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 5100 | AddressLine1Txt |
| City | NORTH MUSKEGON | CityNm |
| State Abbreviation | MI | StateAbbreviationCd |
| ZIP | 49445 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 2317445294 | RecipientPhoneNum |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (52 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusCd | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| ADVOCACY & RESOURCE CENTER | |||||||
| 136 COFFEEN AVENUE | SHERIDAN | WY | 82801 | NONE | PC | OPERATIONAL PURPOSES | $20,000 |
| AGEWELL SVS MEALS ON WHEELS | |||||||
| 275 WEST CLAY SUITE 100 | MUSKEGON | MI | 49440 | NONE | PC | OPERATIONAL PURPOSES | $30,000 |
| ALLIANCE FOR THE GREAT LAKES | |||||||
| 150 MICHIGAN AVENUE SUITE 700 | CHICAGO | IL | 60601 | NONE | PC | OPERATIONAL PURPOSES | $10,000 |
| AMERICA FIRST LEGAL | |||||||
| 611 PENNSYLVANIA AVENUE SE 231 | WASHINGTON | DC | 20003 | NONE | PC | OPERATIONAL PURPOSES | $100,000 |
| AMERICAN CANCER SOCIETY | |||||||
| PO BOX 10069 | DETROIT | DE | 48210 | NONE | PC | OPERATIONAL PURPOSES | $30,000 |
| AMERICAN RED CROSS OF WEST MICHIGAN | |||||||
| 3886 BROADMOOR AVENUE SE | GRAND RAPIDS | MI | 49512 | NONE | PC | OPERATIONAL PURPOSES | $10,000 |
| ANTELOPE BUTTE FOUNDATION | |||||||
| PO BOX 470 | DAYTON | WY | 82836 | NONE | PC | OPERATIONAL PURPOSES | $20,000 |
| BIG LAKE HUMANE SOC & COMM ANIMAL CLINIC | |||||||
| 2640 MARQUETTE AVENUE | MUSKEGON | MI | 49442 | NONE | PC | OPERATIONAL PURPOSES | $5,000 |
| CHAPS EQUINE ASSISTED SERVICES | |||||||
| PMB 201 1590 SUGARLAND DR SUITE | SHERIDAN | WY | 82801 | NONE | PC | OPERATIONAL PURPOSES | $10,000 |
| COMPASS CENTER FOR FAMILIES | |||||||
| PO BOX 6022 | SHERIDAN | WY | 82801 | NONE | PC | OPERATIONAL PURPOSES | $20,000 |
| EVERY WOMAN'S PLACE | |||||||
| 1221 W LAKETON AVENUE | MUSKEGON | MI | 49441 | NONE | PC | OPERATIONAL PURPOSES | $10,000 |
| FIRST CONGREGATIONAL-UNRESTRICTED | |||||||
| 1201 JEFFERSON STREET | MUSKEGON | MI | 49441 | NONE | PC | OPERATIONAL PURPOSES | $10,000 |
| FRIENDS OF THE CRYSTAL FALLS LIBRARY | |||||||
| PO BOX 294 | CRYSTAL FALLS | MI | 499200294 | NONE | PC | OPERATIONAL PURPOSES | $10,000 |
| FRIENDS OF WALKER MEMORIAL LIBRARY | |||||||
| 1522 RUDDIMAN DRIVE | N MUSKEGON | MI | 49445 | NONE | PC | OPERATIONAL PURPOSES | $10,000 |
| FRIENDS OF WEST IRON DISTRICT LIBRARY | |||||||
| PO BOX 328 | IRON RIVER | MI | 49935 | NONE | PC | OPERATIONAL PURPOSES | $5,000 |
| GRAND TRAVERSE REGIONAL LAND CONSERVANCY | |||||||
| 2846 3 MILE ROAD N | TRAVERSE CITY | MI | 49686 | NONE | PC | OPERATIONAL PURPOSES | $150,000 |
| GREAT LAKES OUTDOORS FOUNDATION | |||||||
| 420 W MILL STREET | HASTING | MI | 49058 | NONE | PC | OPERATIONAL PURPOSES | $40,000 |
| HABITAT FOR HUMANITY OF EASTERN BIGHORNS | |||||||
| PO BOX 6196 | SHERIDAN | WY | 82801 | NONE | PC | OPERATIONAL PURPOSES | $30,000 |
| HARBOR HOSPICE OF MUSKEGON COUNTY | |||||||
| 1050 WEST WESTERN AVENUE SUITE 400 | MUSKEGON | MI | 49441 | NONE | PC | OPERATIONAL PURPOSES | $10,000 |
| HOPE COLLEGE | |||||||
| 141 EAST 12TH STREET 2ND FLOOR | HOLLAND | MI | 49423 | NONE | PC | OPERATIONAL PURPOSES | $50,000 |
| JOB CREATORS NETWORK FOUNDATION | |||||||
| 2245 TEXAS DRIVE SUITE 300 | SUGAR LAND | TX | 77479 | NONE | PC | OPERATIONAL PURPOSES | $25,000 |
| KALAMAZOO COLLEGE | |||||||
| 1200 ACADEMY STREET | KALAMAZOO | MI | 49006 | NONE | PC | OPERATIONAL PURPOSES | $10,000 |
| LAGNIAPPE MINISTRIES | |||||||
| PO BOX 6355 | SHERIDAN | WY | 82801 | NONE | PC | OPERATIONAL PURPOSES | $10,000 |
| LAKE LEELANAU VFW FOUNDATION | |||||||
| 406 W 34TH STREET | KANSAS | MO | 64111 | NONE | PC | OPERATIONAL PURPOSES | $10,000 |
| LEUKEMIA AND LYMPHOMA SOCIETY | |||||||
| PO BOX 22324 | NEW YORK | NY | 10087 | NONE | PC | OPERATIONAL PURPOSES | $10,000 |
| LOVE INC | |||||||
| 1051 PECK STREET | MUSKEGON | MI | 49440 | NONE | PC | OPERATIONAL PURPOSES | $10,000 |
| MICHIGAN TECH UNIVERSITY | |||||||
| 1400 TOWNSEND DRIVE | HOUGHTON | MI | 49931 | NONE | PC | OPERATIONAL PURPOSES | $100,000 |
| MUSKEGON RESCUE MISSION | |||||||
| 1691 PECK STREET | MUSKEGON | MI | 49441 | NONE | PC | OPERATIONAL PURPOSES | $10,000 |
| MUSKEGON SPORTS COUNCIL-GIRLS LUGE TEAM | |||||||
| PO BOX 5085 | MUSKEGON | MI | 49445 | NONE | PC | OPERATIONAL PURPOSES | $10,000 |
| NATURAL HISTORY MUSEUM OF WYOMING | |||||||
| 1590 SUGARLAND DRIVE BOX 151 | SHERIDAN | WY | 82801 | NONE | PC | OPERATIONAL PURPOSES | $10,000 |
| NORTH MUSKEGON BOOSTER CLUB INC | |||||||
| 1600 MILLS AVENUE | N MUSKEGON | MI | 49445 | NONE | PC | OPERATIONAL PURPOSES | $15,000 |
| NORTHWOODS MUSIC COLLABORATIVE | |||||||
| PO BOX 27 | AMASA | MI | 49903 | NONE | PC | OPERATIONAL PURPOSES | $50,000 |
| NRA FOUNDATION-FREEDOM ACTION FOUNDATION | |||||||
| 11250 WAPLES MILL ROAD | FAIRFAX | VA | 22030 | NONE | PC | OPERATIONAL PURPOSES | $20,000 |
| PRESERVE HICKORY | |||||||
| 12677 MAGIC CARPET CT | NORTHPORT | MI | 49670 | NONE | PC | OPERATIONAL PURPOSES | $25,000 |
| QUEST MINISTRIES (BOY SCOUT TROOP 114) | |||||||
| 16807 12 MILE ROAD | BIG RAPIDS | MI | 49307 | NONE | PC | OPERATIONAL PURPOSES | $10,000 |
| ROOTED IN WYOMING | |||||||
| PO BOX 382 | SHERIDAN | WY | 82801 | NONE | PC | OPERATIONAL PURPOSES | $5,000 |
| SENIOR RESOURCES DISCRETION | |||||||
| 560 SEMINOLE ROAD | MUSKEGON | MI | 49444 | NONE | PC | OPERATIONAL PURPOSES | $15,000 |
| SHERIDAN AREA SEARCH AND RESCUE | |||||||
| PO BOX 993 | SHERIDAN | WY | 82801 | NONE | PC | OPERATIONAL PURPOSES | $30,000 |
| SHERIDAN COMMUNITY LAND TRUST | |||||||
| PO BOX 7185 | SHERIDAN | WY | 82801 | NONE | PC | OPERATIONAL PURPOSES | $30,000 |
| SHERIDAN COUMMUNITY TENNIS ASSOCIATION | |||||||
| 1603 PARK SIDE COURT | SHERIDAN | WY | 82801 | NONE | PC | OPERATIONAL PURPOSES | $10,000 |
| SHERIDAN FOSTER PARENT EXCHANGE | |||||||
| 72 EAST RIDGE ROAD UNIT 1K | SHERIDAN | WY | 82801 | NONE | PC | OPERATIONAL PURPOSES | $20,000 |
| SHERIDAN MEMORIAL HOSPITAL FOUNDATION | |||||||
| PO BOX 391 | SHERIDAN | WY | 82801 | NONE | PC | OPERATIONAL PURPOSES | $30,000 |
| SHERIDAN WYOMING DOG & CAT SHELTER | |||||||
| 84 E RIDGE ROAD | SHERIDAN | WY | 82801 | NONE | PC | OPERATIONAL PURPOSES | $10,000 |
| THE FOOD GROUP | |||||||
| PO BOX 6702 | SHERIDAN | WY | 82801 | NONE | PC | OPERATIONAL PURPOSES | $30,000 |
| THE HUB ON SMITH (FORMERLY SNR CTZN COUNCIL) | |||||||
| 211 SMITH STREET | SHERIDAN | WY | 82801 | NONE | PC | OPERATIONAL PURPOSES | $25,000 |
| THE WATERSHED CENTER GRAND TRAVERSE BAY | |||||||
| 13272 S W BAY SHORE DRIVE | TRAVERSE CITY | MI | 49686 | NONE | PC | OPERATIONAL PURPOSES | $15,000 |
| TRAVERSE CITY CENTRAL HIGH SCHOOL ATHLETIC DEPT | |||||||
| 1150 MILIKEN DRIVE | TRAVERSE CITY | MI | 49686 | NONE | PC | OPERATIONAL PURPOSES | $15,000 |
| UPRISING | |||||||
| 532 VAL VISTA STREET SUITE 106 | SHERIDAN | WY | 82801 | NONE | PC | OPERATIONAL PURPOSES | $10,000 |
| VETERAN VILLAGE-AMNACS | |||||||
| PMB 237 1590 SUGARLAND DRIVE SUIT | SHERIDAN | WY | 82801 | NONE | PC | OPERATIONAL PURPOSES | $10,000 |
| WGVU | |||||||
| PO BOX 1668 | GRAND RAPIDS | MI | 495011668 | NONE | PC | OPERATIONAL PURPOSES | $15,000 |
| WINGS OF MERCY | |||||||
| 100 SOUTH PINE STREET | ZEELAND | MI | 49464 | NONE | PC | OPERATIONAL PURPOSES | $10,000 |
| Michigan American Legion Foundation | |||||||
| 212 N VERLINDEN AVENUE | LANSING | MI | 48915 | NONE | PC | OPERATIONAL PURPOSES | $15,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $1,200,000 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fees Contracts From Govt Ag | FeesContractsFromGovtAgGrp | |
| Membership Dues And Assmnt | MembershipDuesAndAssmntGrp |
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $15,845 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $461,554 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Rntl Incm Re Debt Fincd Prop | NetRntlIncmReDebtFincdPropGrp | |
| Net Rntl Incm Re Not Debt Fincd Prop | NetRntlIncmReNotDebtFincdProp | |
| Net Rental Income Personal Prop | NetRentalIncomePersonalPropGrp | |
| Other Investment Income | OtherInvestmentIncomeGrp |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $7,361,579 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Income Loss From Special Evt | NetIncomeLossFromSpecialEvtGrp | |
| Gross Profit Loss Sls Of Invntry | GrossProfitLossSlsOfInvntryGrp |
Other Revenue Described OtherRevenueDescribedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | OTHER INCOME | Desc |
| Exclusion | 14 | ExclusionCd |
| Exclusion | $90 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $7,839,068 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $7,839,068 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | false | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | false | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | false | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | false | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | false | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | false | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | false | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | false | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | false | RelationshipsNonchrtblEOInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $5,158 | Amt |
| Net Investment Income | $2,579 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $2,579 | DisbursementsCharitablePrpsAmt |
All Oth Prog Rltd Investments Sch AllOthProgRltdInvestmentsSch
All Other Program Related Invst AllOtherProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | NONE | Desc |
Depreciation Schedule DepreciationSchedule
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | CORPORATE STOCKS - SEE ATTACH | StockNm |
| EOY Book Value | $24,332,983 | EOYBookValueAmt |
| EOYFMV | $27,174,474 | EOYFMVAmt |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| US Govt Obligations Book Vl EOY | $1,403,836 | USGovtObligationsBookVlEOYAmt |
| US Govt Obligations EOYFMV | $1,435,409 | USGovtObligationsEOYFMVAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | ML #4140 ESTIMATED ACCRUED INT | CategoryOrItemTxt |
| Listed At Cost Or FMV | AT COST | ListedAtCostOrFMVCd |
| EOYFMV | $9,517 | EOYFMVAmt |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | PRIOR PERIOD ADJUSTMENT | Desc |
| Amt | $190 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| STATE REGISTRATION FEE | $20 | $0 | $0 | $20 |
| MISCELLANEOUS EXPENSES | $4,111 | $2,057 | $0 | $2,054 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | OTHER INCOME | Desc |
| Revenue And Expenses Per Books | $90 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $90 | NetInvestmentIncomeAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | MERRILL LYNCH ADMINISTRATIVE | CategoryTxt |
| Amt | $327,248 | Amt |
| Net Investment Income | $327,248 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| FOREIGN TAXES W/H ON DIVIDENDS | $18,073 | $18,073 | $0 | $0 |
| EXCISE TAX | $17,499 | $0 | $0 | $0 |
| PAYROLL TAXES | $3,068 | $1,534 | $0 | $1,534 |