2024-11-14T11:21:43+00:00 2023-12-31 621665434 WALTON ENTERPRISES LLC PO BOX 1860 BENTONVILLE AR 727121860 990PF 2023-01-01 474259772 The Rob Walton Foundation ROBW 4794641570 PO BOX 1860 BENTONVIILLE AR 72712 NACCAMAN G WILLIAMS SECRETARY 2024-11-14 true LUKE C MITCHELL P03095207 4794641500 2024-11-14 2023 2024-10-15 13:58:12Z X 505660196 X X 11004110 11001492 33779552 181860388 33722685 0 0 0 -143982 -108042 0 44639680 44616135 0 427855 427855 89839 89839 33569 0 0 33569 84425 0 0 84425 1889519 960620 0 928899 905463 901884 1404911 879885 0 0 0 0 0 9256 9256 1536690 1535591 0 1017 6381527 4277980 0 1574860 79040780 78108177 85422307 4277980 0 79683037 -40782627 40338155 0 181001 242863 242863 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 470641934 429797445 505417333 0 0 0 0 0 0 0 470822935 430040308 505660196 0 0 0 0 0 0 X 470822935 430040308 470822935 430040308 470822935 430040308 470822935 -40782627 0 430040308 0 430040308 NORTHERN TRUST CASH - VARIOUS STOCKS P 11170896 11655652 -484756 0 -484756 NORTHERN TRUST EAM - VARIOUS STOCKS P 53333431 54706139 -1372708 0 -1372708 NORTHERN TRUST EAM - VARIOUS STOCKS P 2306114 1646383 659731 0 659731 NORTHERN TRUST GLOBEFLEX - VARIOUS STOCKS P 8842542 9727836 -885294 0 -885294 NORTHERN TRUST GLOBEFLEX - VARIOUS STOCKS P 11335870 11065246 270624 0 270624 NORTHERN TRUST GLOBEFLEX - CAPITAL GAIN DISTRIBUTIONS P 19515 19515 0 19515 NORTHERN TRUST R1000 - VARIOUS STOCKS P 1063612 1041399 22213 0 22213 NORTHERN TRUST R1000 - CAPITAL GAIN DISTRIBUTIONS P 4660 4660 0 4660 NORTHERN TRUST R1000 - VARIOUS STOCKS P 41471468 18491577 22979891 0 22979891 NORTHERN TRUST EAFE - VARIOUS STOCKS P 5851965 5772364 79601 0 79601 NORTHERN TRUST EAFE - VARIOUS STOCKS P 37885130 33003238 4881892 0 4881892 NORTHERN TRUST EAFE - COMMON TRUST FUND DISTRIBUTIONS P 0 971003 -971003 0 -971003 PASS-THROUGH GAIN/LOSS P 8575186 56867 8518319 0 8518319 33722685 0 560700 560700 560700 900822 900822 X 0 340122 340122 0 false false false false false true true false true true DE AR true false false false false true https://robwaltonfoundation.org/ Colleen Reilly 4794641570 PO BOX 2030 BENTONVILLE AR 72712 true JA NL BE UK CA DA FR GM false false true false false false false false false false false false false false false true false false true false false false false LUKE MITCHELL PO BOX 1860 BENTONVILLE AR 72712 TREASURER (As of 12/15/23) 0.500 0 0 0 NACCAMAN G WILLIAMS PO BOX 1860 BENTONVILLE AR 72712 SECRETARY 0.500 0 0 0 ROBERT A SMITH PO BOX 1860 BENTONVILLE AR 72712 TREASURER (Until 12/15/23) 0.500 0 0 0 S ROBSON WALTON PO BOX 1860 BENTONVILLE AR 72712 DIRECTOR; PRESIDENT 1.000 0 0 0 RUPAL POLTACK PO BOX 1860 BENTONVILLE AR 72712 VICE PRESIDENT (Until 12/15/23) 0.500 0 0 0 Sandy Nickerson PO BOX 1860 BENTONVILLE AR 72712 SR. PROGRAM OFFICER 40.000 209331 26873 0 AMY BENINCOSA PO BOX 1860 BENTONVILLE AR 72712 Program Officer 40.000 140211 34865 0 JAMEE M HUTHWAITE PO BOX 1860 BENTONVILLE AR 72712 PROGRAM ASSOCIATE 40.000 78313 28101 0 0 WALTON ENTERPRISES LLC P O BOX 1860 BENTONVILLE AR 72712 MANAGEMENT SERVICES 1171508 EARTH RESILIENCE GROUP 5016 45TH ST NW WASHINGTON DC 20016 CONSULTING 234270 NORTHERN TRUST 50 SOUTH LA SALLE STREET CHICAGO IL 60603 INVESTMENT MANAGEMENT FEES 178805 GENERAL ATLANTIC SERVICE CO LLC 600 STEAMBOAT ROAD SUITE 105 GREENWICH CO 06830 INVESTMENT MANAGEMENT FEES 163266 GLOBEFLEX CAPITAL LP 4365 Executive Drive Suite 720 San Diego CA 92121 INVESTMENT MANAGEMENT FEES 152887 1 0 505866828 12349617 0 518216445 0 518216445 7773247 510443198 25522160 25522160 560700 560700 24961460 24961460 24961460 79683037 0 0 79683037 24961460 0 2021 2020 2019 0 0 0 0 5239413 31160000 36399413 79683037 0 0 0 24961460 54721577 0 91120990 0 0 0 0 0 0 91120990 0 0 5239413 31160000 54721577 S ROBSON WALTON X African Parks Foundation of America 21 West 46th Street New York NY 10036 PC to provide endowed and operational support to the African Parks Network for the development and management of national parks and key conservation areas in Africa. 9800000 African Parks Foundation of America 21 West 46th Street New York NY 10036 PC To support participation in the Common Indicators for Protected Areas: Phase 2 Pilot. 5000 African Parks Foundation of America 21 West 46th Street New York NY 10036 PC To support important conservation areas in Africa. 16500000 African Parks Network Africa House Fairway Office Park Johannesburg GT SF 2191 PC to support building working capital reserves for conservation efforts. 9618000 American Friends of the Bugatti Trust Inc 4 Stonewood Place Dedham MA 02026 PC TO SUPPORT GENERAL OPERATIONS. 5000 American Heart Association Inc 1910 W University Drive Suite 205 Tempe AZ 85281 PC to support CPR in Schools Program in Arizona through the 2023 Phoenix Heart Ball 5000 Arizona Aerospace Foundation Inc 6000 E Valencia Rd Tucson AZ 85756 PC to provide matching funding for the construction of the Tucson Military Vehicle Museum. 700000 Arizona Humane Society 1521 W Dobbins Road Phoenix AZ 85041 PC to support construction of a new campus through the campaign to transform animal welfare. 1000000 Arizona Humane Society 1521 W Dobbins Road Phoenix AZ 85041 PC to support spay/neuter initiatives for low-income families through the 2023 Compassion with Fashion Event 2500 Arizona Science Center 600 E Washington Street Phoenix AZ 85004 PC to provide matching funding for the Jane Goodall's Reasons for Hope Film and Education Initiative. 273000 Arizona Science Center 600 E Washington Street Phoenix AZ 85004 PC To support Sustainability education at the AZ Science Center, including collaborating with Arizona State University's Walton Sustainability Solutions Service on such. 25000 Arizona State University Foundation for A New American University P O Box 2260 Tempe AZ 852802260 PC To support research and design of a global conservation leadership initiative at Arizona State University. 285342 Arizona State University Foundation for A New American University P O Box 2260 Tempe AZ 852802260 PC to support the Women & Philanthropy Program 10000 Arkansas Community Foundation Inc 5 Allied Drive Suite 51110 Little Rock AR 72202 PC Social Services Support. 10000 Aspen Center for Environmental Studies 100 Puppy Smith Street Aspen CO 816111451 PC to provide general operating support in 2023 through the "An Evening on the Lake" fundraiser. 10000 Aspen Music Festival and School 225 Music School Rd Aspen CO 81611 PC to support the Annual Fund in 2023 35000 Aspen Valley Ski-Snowboard Club Inc 300 AVSC Drive Aspen CO 81611 PC TO SUPPORT GENERAL OPERATIONS. 10000 Barrow Neurological Foundation 2910 N Third Avenue Suite 450 Phoenix AZ 85013 PC to support the Outpatient Neuro-Rehabilitation Gym through the 2023 Barrow Grand Ball. 25000 Barrow Neurological Foundation 2910 N Third Avenue Suite 450 Phoenix AZ 85013 PC to support general operations through the 2023 Neuro Night event 50000 Boston Mountain Cyclists PO Box 963 Bentonville AR 72712 PC TO SUPPORT GENERAL OPERATIONS. 20000 Boys & Girls Clubs of the Valley Inc 4309 E Belleview St Bldg 14 Phoenix AZ 85008 PC To support 2023 Education Program implementation. 10000 Bridge2Rwanda Inc 1818 N Taylor Street Little Rock AR 72207 PC To supports efforts to accelerate the adoption of conservation agriculture practices in Rwanda. 175000 Choate Rosemary Hall Foundation Inc 333 Christian Street Wallingford CT 064923800 PC TO SUPPORT GENERAL OPERATIONS. 10000 Clean Future Forum Inc 1101 Pennsylvania Ave NW Washington DC 20004 PC to support Clean Future Forum's charitable climate action work 1898888 Climate Leadership Council Inc 1500 K Street NW Suite 850 Washington DC 20005 PC TO SUPPORT GENERAL OPERATIONS. 900000 College of Wooster 1189 Beall Ave Wooster OH 446912363 PC to support the Annual Fund in 2023 20000 Columbia University 435 West 116th Street Box A-2 New York NY 10027 PC to support the Columbia Law School Annual Fund in 2023 25000 Conservation International Foundation 2011 Crystal Drive Suite 600 Arlington VA 22202 PC to provide matching support toward a Spend Down Fund 2.0. 14705943 Conservation International Foundation 2011 Crystal Drive Suite 600 Arlington VA 22202 PC to support participation in the "Common Indicators for Protected Areas: Phase 2 Pilot." 5000 Conservation International Foundation 2011 Crystal Drive Suite 600 Arlington VA 22202 PC To support efforts to catalyze ocean conservation in Mozambique. 197339 Conservation International Foundation 2011 Crystal Drive Suite 600 Arlington VA 22202 PC To support the Assessment and Strategy for Africa Work 300000 Dawn Redwoods Charitable Trust One Blackfield Drive Tiburon CA 94920 PC To support a comprehensive assistance fund. 10000 Desert Botanical Garden 1201 N Galvin Parkway Phoenix AZ 85008 PC To support general operations. 15000 Diocesan Council for the Society of St Vincent de Paul Diocese Phoenix 420 W Watkins Road Phoenix AZ 85003 PC to support the Urban Farm at St. Vincent de Paul through the 2023 Restoring Hope Community Breakfast. 250000 Emory University 1762 Clifton Rd Suite 1400 Atlanta GA 30322 PC to support Phase 1: Advance a Global Culture of Compassion 750000 Fay School Inc 48 Main Street Southborough MA 017729106 PC TO SUPPORT GENERAL OPERATIONS. 10000 Foundation to Combat Anti-Semitism Inc 1 Patriot Place Foxboro MA 02035 POF Program support to raise awareness, engage individuals, and rebuild and celebrate Jewish identity. 1000000 Frankfurt Zoological Society - US Inc 3810 Argyle Terrace NW Washington DC 20011 PC To support the Assessment and Strategy for Africa Work. 504396 Frankfurt Zoological Society - US Inc 3810 Argyle Terrace NW Washington DC 20011 PC to support participation in the "Common Indicators for Protected Areas: Phase 2 Pilot". 5000 Frankfurt Zoological Society - US Inc 3810 Argyle Terrace NW Washington DC 20011 PC to support the launch of a new strategy for Protected Areas in Africa. 2000000 Georgetown University PO Box 571253 Washington DC 20057 PC TO SUPPORT GENERAL OPERATIONS. 10000 Girl Scouts - Arizona Cactus-Pine Council Inc 119 East Coronado Road Phoenix AZ 85004 PC to support STEM programming budget 50000 Governor Dummer Academy dba The Governor's Academy 1 Elm Street Byfield MA 01922 PC TO SUPPORT GENERAL OPERATIONS. 10000 Habitat for Humanity of Benton County Inc 1212 N Walton Blvd Bentonville AR 72712 PC TO SUPPORT GENERAL OPERATIONS. 10000 Hawaii Community Foundation 827 Fort Street Mall Honolulu HI 96813 PC to support the Kuki'o Community Fund. 10000 International Conservation Caucus Foundation 1200 Potomac Street NW Washington DC 20007 PC to support educational activities focused on the importance of international conservation that benefits nature and people. 325000 Internationaler Naturerbe Fonds - Legacy Landscapes Fund Friedrich-Ebert-Anlage 36 Frankfurt am Main HES GM 60325 PC To fund Odzala-Kokoua National Park in the Congo and Iona National Park in Angola as pilot legacy landscape sites to strengthen the long-term funding of these globally significant protected areas. 200000 Internationaler Naturerbe Fonds - Legacy Landscapes Fund Friedrich-Ebert-Anlage 36 Frankfurt am Main HES GM 60325 PC Match funding to support conservation efforts in the Namibia Skeleton Coast - Etosha Conservation Bridge Legacy Landscape. 10000000 Liberty Wildlife Inc 2600 E Elwood St Phoenix AZ 85040 PC to support the Non-Eagle Feather Repository program through the 2023 Wishes for Wildlife Event 50000 McPherson College 1600 East Euclid McPherson KS 67460 PC To support the Rob Walton Scholarship Fund. 1000000 McPherson College 1600 East Euclid McPherson KS 67460 PC To support the Automotive Restoration Program in 2023, including shop initiatives and general support. 25000 Meeker Mustang Makeover PO Box 1094 Meeker CO 81641 PC To provide Scholarships for Colorado youth to attend college or vocational school through the 2023 Meeker Mustang Makeover 500 National Park Foundation 1500 K Street NW Suite 700 Washington DC 20005 PC To support general operations and the development of a project brief for improvements to the Painted Canyon, North Unit Complex, and Medora Entry Area of Theodore Roosevelt National Park. 50000 Nia Tero Foundation 501 E Pine Street Suite 300 Seattle WA 98122 PC to support the expansion of Wayfinders Circle. 249600 NourishPHX PO Box 2225 Phoenix AZ 850022225 PC to support general operations through the 2023 Beyond the Pantry event. 10000 Phoenix Theatre Inc 1825 N Central Avenue Phoenix AZ 85004 PC To support construction and theater improvements through the Centennial Capital Campaign. 1000000 Phoenix Theatre Inc 1825 N Central Avenue Phoenix AZ 85004 PC to support Partners That Heal, a W.O.N.D.E.R. Project through the 2023 Applause! Gala 15000 Roaring Fork Mountain Bike Association - RFMBA PO Box 2635 Aspen CO 81612 PC to fund Executive Director position and the Seasonal Trail Work and Trail Agent Programs. 20000 Salvation Army of NWA 219 W 15th Street Fayetteville AR 72701 PC TO SUPPORT GENERAL OPERATIONS in Benton and Washington counties in Arkansas. 50000 Sandra Day O'Connor Institute PO Box 66422 Phoenix AZ 85082 PC to support general operations through the 2023 Dinner with Frederick Douglass event. 5000 The Be Kind People Project Foundation 10869 N Scottsdale Road 103-254 Scottsdale AZ 85254 PC to support general operations through the 2023 Annual Gala. 50000 The Earthshot Prize Kensington Palace Palace Green London Greater London UK W84PU PC to provide support for The Earthshot Prize, a global environment prize designed to incentivize change and help repair the planet over the next ten years (the "Prize") 1230669 The Nature Conservancy - Arizona 1819 E Morten Ave 100 Phoenix AZ 85020 PC To support general operations. 50000 The Nature Conservancy - Arkansas 601 N University Avenue Little Rock AR 72205 PC To support general operations. 50000 The University of Cincinnati Foundation PO Box 19970 Cincinnati OH 45219 PC To support the Portman Center Fellowship Program Endowment 500000 Theodore Roosevelt Association PO Box 719 Oyster Bay NY 11771 PC to support charitable programs perpetuating the legacy and ideals of President Theodore Roosevelt 15000 Tides Center PO Box 29907 San Francisco CA 94129 PC Mosaic Project to strengthen the environmental movement. 750000 United States Olympic and Paralympic Foundation 1 Olympic Plaza Colorado Springs CO 80909 PC Multi-Year Cycling Support 375000 United Way of Northwest Arkansas Inc 100 Parkwood Street Suite C Lowell AR 72745 PC TO SUPPORT GENERAL OPERATIONS. 75000 USA Cycling Inc 210 USA Cycling Point Suite 100 Colorado Springs CO 80919 PC to support a three-year strategy to grow the sport of bike racing. 140000 USA Cycling Inc 210 USA Cycling Point Suite 100 Colorado Springs CO 80919 PC TO SUPPORT GENERAL OPERATIONS. 50000 USA Triathlon Foundation 5825 Delmonico Drive Suite 200 Colorado Springs CO 80919 PC to support the Larry Krutka Scholarship Fund. 7000 Valley of the Sun United Way 3200 East Camelback Road Suite 375 Phoenix AZ 850182328 PC to support the Pantry Pack program through the 2023 We Are United for Mighty Change Breakfast. 10000 Valley of the Sun Young Men's Christian Association 350 N 1st Ave Phoenix AZ 85003 PC to support the Jr. Suns Basketball League. 25000 Walton Family Foundation Inc PO Box 2030 Bentonville AR 72712 PF to support Home Region, Environment, and/or K-12 Education programs. 932603 Western Stock Show Association 4655 Humboldt St Denver CO 80216 PC to support the Honoring the Legacy Campaign of the National Western Stock Show. 500000 Wildlife Conservation Society 2300 Southern Boulevard Bronx NY 10460 PC To support participation in the Common Indicators for Protected Areas: Phase 2 Pilot. 5000 World Wildlife Fund Inc 1250 24th Street NW Washington DC 20037 PC To support participation in the Common Indicators for Protected Areas: Phase 2 Pilot. 5000 WALTON FAMILY FOUNDATION INC PO Box 2030 BENTONVILLE AR 72712 PF GRANT TO NON-OPERATING FOUNDATION FOR GENERAL OPERATING SUPPORT NOT TREATED AS A QUALIFYING DISTRIBUTION UNDER IRC SECTION 4942 (G) (3) BY THE GRANTEE. -932603 78108177 0 523000 2618 14 11001492 523000 56867 18 33722685 PASS THROUGH OTHER INCOME/(LOSS) 523000 -35940 14 -53971 NORTHERN TRUST INCOME/(LOSS) 14 -54071 23545 44616135 0 44639680 false false false false false false false false false false Accounting Fees 84425 84425 Foundation to Combat Anti-Semitism Inc 1 Patriot Place Foxboro MA 02035 2023-05-05 1000000 Program support to raise awareness, engage individuals, and rebuild and celebrate Jewish identity. 1000000 NONE 04/12/2024 2024-04-12 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. WALTON FAMILY FOUNDATION INC PO BOX 2030 BENTONVILLE AR 72712 2023-02-24 932603 TO SUPPORT HOME REGION, ENVIRONMENT, AND/OR K-12 EDUCATION PROGRAMS. 932603 NONE 09/01/23 2023-09-01 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. NORTHERN TRUST CASH - VARIOUS STOCKS 11170896 11655652 -484756 NORTHERN TRUST EAM - VARIOUS STOCKS 53333431 54706139 -1372708 NORTHERN TRUST EAM - VARIOUS STOCKS 2306114 1646383 659731 NORTHERN TRUST GLOBEFLEX - VARIOUS STOCKS 8842542 9727836 -885294 NORTHERN TRUST GLOBEFLEX - VARIOUS STOCKS 11335870 11065246 270624 NORTHERN TRUST GLOBEFLEX - CAPITAL GAIN DISTRIBUTIONS 19515 0 19515 NORTHERN TRUST R1000 - VARIOUS STOCKS 1063612 1041399 22213 NORTHERN TRUST R1000 - CAPITAL GAIN DISTRIBUTIONS 4660 0 4660 NORTHERN TRUST R1000 - VARIOUS STOCKS 41471468 18491577 22979891 NORTHERN TRUST EAFE - VARIOUS STOCKS 5851965 5772364 79601 NORTHERN TRUST EAFE - VARIOUS STOCKS 37885130 33003238 4881892 NORTHERN TRUST EAFE - COMMON TRUST FUND DISTRIBUTIONS 0 971003 -971003 PASS-THROUGH GAIN/LOSS 8575186 8575186 NT - Investment Account AT COST 302974807 344479626 NT - R1000 Account AT COST 832597 2204332 NT - EAFE Account AT COST 74864503 98779368 NT - EAM AT COST 20297096 23470420 NT - GLOBEFLEX AT COST 30828442 36483587 LEGAL FEES 33569 33569 Pass-through - Other Deductions 1535591 1535591 MISCELLANEOUS 1017 1017 PASS-THROUGH - NONDEDUCTIBLE EXPENSES 82 Pass-through - Other income/(loss) -89911 -53971 Northern Trust -54071 -54071 Administrator & Management Fees 660325 660325 NT Investment Fees 960620 960620 Consulting Fees 234270 234270 Professional Services 34304 34304 Northern Trust - Foreign Taxes 553100 553074 Excise Tax 525000 Pass-through - Foreign Taxes 326811 326811