ALUMBRA INNOVATIONS FOUNDATION: Form 990PF, tax year 2022
View the entire original 990 at ProPublica ↗
- Organization
- ALUMBRA INNOVATIONS FOUNDATION (EIN 83-2841232)
- Tax period
- 2022-01-01 to 2022-12-31
- Filed
- 2023-10-23
- IRS object ID
- 202312969349100616
- Schema version
- 2022v5.0
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- Schedule B
- Accounting Fees Schedule
- Expenditure Responsibility Stmt
- Gain Loss Sale Other Assets Sch
- Investments Other Schedule2
- Legal Fees Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2023-10-23T16:00:10+00:00 | ReturnTs |
| Tax Period End | 2022-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 621665434 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | WALTON ENTERPRISES LLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 1860 | AddressLine1Txt |
| City | BENTONVILLE | CityNm |
| State Abbreviation | AR | StateAbbreviationCd |
| ZIP | 72712 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2022-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 832841232 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Alumbra Innovations Foundation | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | ALUM | BusinessNameControlTxt |
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 | DIANA WELCH | PersonNm |
| Person Title | DIRECTOR, SECRETARY | PersonTitleTxt |
| Signature | 2023-10-23 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | Diana | PersonFirstNm |
| Person Last | Welch | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | LUKE MITCHELL | PreparerPersonNm |
| PTIN | P03095207 | PTIN |
| Phone | 4794641500 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2022 | TaxYr |
| Build TS | 2023-04-26 12:10:37Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $103,950,702 | 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 | $69,669,103 | ContriRcvdRevAndExpnssAmt |
| Dividends Rev And Expnss | $1,319,272 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $1,319,272 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | -$1,248,234 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $88,721,968 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $68,249,818 | 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 | $65,255 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $65,255 | OtherIncomeNetInvstIncmAmt |
| Other Income Adj Net Incm | $0 | OtherIncomeAdjNetIncmAmt |
| Total Rev And Expnss | $69,805,396 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $69,634,345 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $0 | TotalAdjNetIncmAmt |
| Oth Empl Slrs Wgs Rev And Expnss | $528,624 | OthEmplSlrsWgsRevAndExpnssAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $528,624 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $35,410 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $0 | LegalFeesNetInvstIncmAmt |
| Legal Fees Adj Net Incm | $0 | LegalFeesAdjNetIncmAmt |
| Legal Fees Dsbrs Chrtbl | $35,410 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $41,016 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $0 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $41,016 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $685,763 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $106,950 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Adj Net Incm | $0 | OtherProfFeesAdjNetIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $578,813 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $815,932 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $90,932 | TaxesNetInvstIncmAmt |
| Taxes Adj Net Incm | $0 | TaxesAdjNetIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Deprec And Dpltn Rev And Expnss | $0 | DeprecAndDpltnRevAndExpnssAmt |
| Deprec And Dpltn Net Invst Incm | $0 | DeprecAndDpltnNetInvstIncmAmt |
| Deprec And Dpltn Adj Net Incm | $0 | DeprecAndDpltnAdjNetIncmAmt |
| Trav Conf Meeting Rev And Expnss | $92,929 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $92,929 | TravConfMeetingDsbrsChrtblAmt |
| Printing And Pub Rev And Expnss | $7,396 | PrintingAndPubRevAndExpnssAmt |
| Printing And Pub Dsbrs Chrtbl | $7,396 | PrintingAndPubDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $14,660 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $0 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Adj Net Incm | $0 | OtherExpensesAdjNetIncmAmt |
| Other Expenses Dsbrs Chrtbl | $14,660 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $2,221,730 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $197,882 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $1,298,848 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $13,996,028 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $13,996,028 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $16,217,758 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $197,882 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $15,294,876 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $53,587,638 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $69,436,463 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $230,524 | CashBOYAmt |
| Cash EOY | $246,058 | CashEOYAmt |
| Cash EOYFMV | $246,058 | CashEOYFMVAmt |
| 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 | $0 | OtherNtsAndLoansRcvblAmt |
| Other Rcvbl Allwnc Dbtfl Acct | $0 | OtherRcvblAllwncDbtflAcctAmt |
| Other Nts And Loans Rcvbl BOY | $0 | OtherNtsAndLoansRcvblBOYAmt |
| Other Nts And Loans Rcvbl EOY | $0 | OtherNtsAndLoansRcvblEOYAmt |
| Other Nts And Loans Rcvbl EOYFMV | $0 | 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 | $55,252,946 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $108,825,050 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $103,704,644 | OtherInvestmentsEOYFMVAmt |
| Land Bldg Equip Cost Or Other Bss | $0 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $0 | LandBldgEquipAccumDeprecAmt |
| Land BOY | $0 | LandBOYAmt |
| Land EOYFMV | $0 | LandEOYFMVAmt |
| Other Assets BOY | $0 | OtherAssetsBOYAmt |
| Other Assets EOY | $0 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $0 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $55,483,470 | TotalAssetsBOYAmt |
| Total Assets EOY | $109,071,108 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $103,950,702 | TotalAssetsEOYFMVAmt |
| Loans From Officers BOY | $0 | LoansFromOfficersBOYAmt |
| Loans From Officers EOY | $0 | LoansFromOfficersEOYAmt |
| Mortgages And Notes Payable BOY | $0 | MortgagesAndNotesPayableBOYAmt |
| Mortgages And Notes Payable EOY | $0 | MortgagesAndNotesPayableEOYAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Retained Earning BOY | $55,483,470 | RetainedEarningBOYAmt |
| Retained Earning EOY | $109,071,108 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $55,483,470 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $109,071,108 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $55,483,470 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $109,071,108 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $55,483,470 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $53,587,638 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $109,071,108 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $109,071,108 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (8 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Excess FMV Over Adjusted BssExcessFMVOverAdjustedBssAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|
| 206,000 SHARES OF PUBLICLY TRADED SECURITIES | D | $27,752,922 | $73,258 | $27,679,664 | $0 | $27,679,664 |
| 234,000 SHARES OF PUBLICLY TRADED SECURITIES | D | $35,521,416 | $83,215 | $35,438,201 | $0 | $35,438,201 |
| 41,000 SHARES OF PUBLICLY TRADED SECURITIES | D | $6,209,074 | $14,580 | $6,194,494 | $0 | $6,194,494 |
| NT TPI - VARIOUS STOCKS | P | $6,656,785 | $7,382,472 | -$725,687 | $0 | -$725,687 |
| NT TPI - CAPITAL GAIN DISTRIBUTION | P | $5,936 | $0 | $5,936 | $0 | $5,936 |
| NT TPI - VARIOUS STOCKS | P | $1,836,403 | $1,916,639 | -$80,236 | $0 | -$80,236 |
| NT BRECKINRIDGE - VARIOUS STOCKS | P | $6,493,167 | $6,616,438 | -$123,271 | $0 | -$123,271 |
| NT BRECKINRIDGE - VARIOUS STOCKS | P | $4,246,266 | $4,385,549 | -$139,283 | $0 | -$139,283 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $68,249,818 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | $0 | NetShortTermCapitalGainLossAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $965,167 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $965,167 | SubtotalAmt |
| Tax Based On Investment Income | $965,167 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $543,946 | EstimatedPlusOvpmtIncmTxAmt |
| Extsn Request Income Tax Paid | $475,000 | ExtsnRequestIncomeTaxPaidAmt |
| Total Payments And Credits | $1,018,946 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $53,779 | OverpaymentAmt |
| Applied To ES Tax | $53,779 | AppliedToESTaxAmt |
| Refund | $0 | RefundAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | false | LegislativePoliticalActyInd |
| More Than100 Spent | false | MoreThan100SpentInd |
| Form1120 POL Filed | false | Form1120POLFiledInd |
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (true) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Org Report Or Register State | DE | OrgReportOrRegisterStateCd |
| 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 | N/A | WebsiteAddressTxt |
| Individual With Books | Kari Harris | IndividualWithBooksNm |
| Phone | 4794641500 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO Box 2030 | AddressLine1Txt |
| City | Bentonville | CityNm |
| State Abbreviation | AR | StateAbbreviationCd |
| ZIP | 72712 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | Yes (true) | ForeignAccountsQuestionInd |
| Foreign Country | IS | ForeignCountryCd |
| Foreign Country | JA | ForeignCountryCd |
| Foreign Country | NL | ForeignCountryCd |
| Foreign Country | BE | 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 | 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 | Yes (true) | GrantsToOrganizationsInd |
| Noncharitable Purpose | false | NoncharitablePurposeInd |
| Transactions Fail To Qlfy As Exc | false | TransactionsFailToQlfyAsExcInd |
| Maintained Expenditure Rspns | Yes (true) | MaintainedExpenditureRspnsInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (7 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 |
|---|---|---|---|---|---|---|---|---|
| Ann Laddon | ||||||||
| PO BOX 1860 | BENTONVILLE | AR | 72712 | DIRECTOR, PRESIDENT | 2.000 | $0 | $0 | $0 |
| DIANA WELCH | ||||||||
| PO BOX 1860 | BENTONVILLE | AR | 72712 | Director, Secretary | 2.000 | $0 | $0 | $0 |
| Christy Walton | ||||||||
| PO BOX 1860 | BENTONVILLE | AR | 72712 | DIRECTOR | 2.000 | $0 | $0 | $0 |
| Jim Schneringer | ||||||||
| PO BOX 1860 | BENTONVILLE | AR | 72712 | Assistant Treasurer | 0.500 | $0 | $0 | $0 |
| ROBERT A SMITH | ||||||||
| PO BOX 1860 | BENTONVILLE | AR | 72712 | TREASURER | 1.000 | $0 | $0 | $0 |
| Chrissy Sollenberger | ||||||||
| PO BOX 1860 | BENTONVILLE | AR | 72712 | Foundation Manager | 34.000 | $0 | $0 | $0 |
| Leticia Liera | ||||||||
| PO BOX 1860 | BENTONVILLE | AR | 72712 | Foundation Manager | 34.000 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp (5 entries)
| Address Line1ForeignAddress/AddressLine1Txt | Address Line2ForeignAddress/AddressLine2Txt | CityForeignAddress/CityNm | CountryForeignAddress/CountryCd | Foreign PostalForeignAddress/ForeignPostalCd | Service TypeServiceTypeTxt | CompensationCompensationAmt | Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Province Or StateForeignAddress/ProvinceOrStateNm |
|---|---|---|---|---|---|---|---|---|---|---|---|
| PRESA BCS S DE RL DE CV | |||||||||||
| REVOLUCION DE 1910 NO 590 | BAJA CALIFORNIA SUR | LA PAZ | MX | 23000 | Management Services | $528,624 | |||||
| WALTON ENTERPRISES LLC | |||||||||||
| Management Services | $243,273 | PO BOX 1860 | BENTONVILLE | AR | 72712 | ||||||
| NORTHERN TRUST | |||||||||||
| INVESTMENT MANAGEMENT FEES | $92,360 | 50 SOUTH LA SALLE STREET | CHICAGO | IL | 60603 | ||||||
| CLIMATE AND BIODIVERSITY EXPERTS SC | |||||||||||
| Av Insurgentes Sur No 64 | Oficina A 1509 ColJurez CP Alc | Ciudad De Mexico | MX | 06600 | Consulting | $65,500 | DF | ||||
| ALUMBRA ADVISORS | |||||||||||
| Consulting | $62,908 | 2250 COLONY TERRACE | ENCINITAS | CA | 92024 | ||||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contractor Paid Over50k | 1 | 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 | $53,671,879 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $10,043,856 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $63,715,735 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Adjusted Total FMV Of Unused Ast | $63,715,735 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $955,736 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $62,759,999 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $3,138,000 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $3,138,000 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $965,167 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $965,167 | TotalTaxAmt |
| Distributable Before Adj | $2,172,833 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $2,172,833 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $2,172,833 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $15,294,876 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Set Aside Cash Distri Test | $0 | SetAsideCashDistriTestAmt |
| Qualifying Distributions | $15,294,876 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $2,172,833 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Prior Year1 | 2020 | PriorYear1Yr |
| Prior Year2 | 2019 | PriorYear2Yr |
| Prior Year3 | 2018 | PriorYear3Yr |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $0 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $0 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $1,161,302 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $11,643,302 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $6,242,047 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $19,046,651 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $15,294,876 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $2,172,833 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $13,122,043 | RemainingDistriFromCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $32,168,694 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $32,168,694 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $0 | ExcessFromYear4Amt |
| Excess From Year3 | $1,161,302 | ExcessFromYear3Amt |
| Excess From Year2 | $11,643,302 | ExcessFromYear2Amt |
| Excess From Year1 | $6,242,047 | ExcessFromYear1Amt |
| Excess From Current Year | $13,122,043 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | Christy R Walton | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (75 entries)
| Address Line1RecipientForeignAddress/AddressLine1Txt | CityRecipientForeignAddress/CityNm | Province Or StateRecipientForeignAddress/ProvinceOrStateNm | CountryRecipientForeignAddress/CountryCd | Foreign PostalRecipientForeignAddress/ForeignPostalCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Abrapalabra AC | |||||||||||
| calle revolucion de 1910 590 | La Paz | BN | MX | 23000 | PC | Educational COVID-19 Response | $23,000 | ||||
| Abrapalabra AC | |||||||||||
| calle revolucion de 1910 590 | La Paz | BN | MX | 23000 | PC | General operating support to continue its core mission:to offer a space for the children of BCS to connect with books promoting reading activities and science education | $53,592 | ||||
| American Agora Foundation | |||||||||||
| PC | Lapham's Quarterly Education Distribution Expansion | $100,000 | 116 E 16th St Ste 8 | New York | NY | 10003 | |||||
| American Near East Refugee Aid | |||||||||||
| PC | To support the rooftop Garden Project in Lebanon and Jordan | $110,000 | 1111 14th Street NW 400 | Washington | DC | 20005 | |||||
| American Near East Refugee Aid | |||||||||||
| PC | To implement planned enhancements to preexisting programming and expand to four additional vulnerable preschools in Gaza | $233,500 | 1111 14th Street NW 400 | Washington | DC | 20005 | |||||
| Andale La Paz AC | |||||||||||
| Av Ayuntamiento | El Triunfo BCS | MX | 23210 | NC | To support construction of community orchards and implementation of sowing activities for La Ventana-El Sargento, El Ancon and El Triunfo communities. | $35,000 | |||||
| Andale La Paz AC | |||||||||||
| Av Ayuntamiento | El Triunfo BCS | MX | 23210 | NC | To support El Triunfo Consultant. | $2,400 | |||||
| Andale La Paz AC | |||||||||||
| Av Ayuntamiento | El Triunfo BCS | MX | 23210 | NC | To support Cultural and Social Spaces La Paz Consultant. | $3,712 | |||||
| Andale La Paz AC | |||||||||||
| Av Ayuntamiento | El Triunfo BCS | MX | 23210 | NC | To support the adult population of the target communities in the appropriation and learning of the English language in a practical and communicative way based on the fulfillment of the four linguistic skills: speaking, listening, writing, and reading. | $53,500 | |||||
| Andale La Paz AC | |||||||||||
| Av Ayuntamiento | El Triunfo BCS | MX | 23210 | NC | To support Andale La Paz projects including the museum sculpture price increase, vehicles for programmatic use, and digital library for natural history museum. | $113,415 | |||||
| Andale La Paz AC | |||||||||||
| Av Ayuntamiento | El Triunfo BCS | MX | 23210 | NC | To provide support for the general operations in quarter four of 2022. | $139,000 | |||||
| Andale La Paz AC | |||||||||||
| Av Ayuntamiento | El Triunfo BCS | MX | 23210 | NC | To provide support for 2022 operations. | $1,000,846 | |||||
| Andale La Paz AC | |||||||||||
| Av Ayuntamiento | El Triunfo BCS | MX | 23210 | NC | To support the fabrication of MUVACA. | $226,120 | |||||
| Andale La Paz AC | |||||||||||
| Av Ayuntamiento | El Triunfo BCS | MX | 23210 | NC | To support staffing in quarter four of Andale La Paz team. | $15,000 | |||||
| Blue Forest Finance Inc | |||||||||||
| PC | To strategically support Blue Forest Conservation to transition the Forest Resilience Bond (FRB) from a project-level financing to a larger-scale blended finance fund structure while supporting conservation finance in Southern Oregon and beyond | $1,500,000 | 5960 S Land Park Drive | Sacramento | CA | 95822 | |||||
| Center for Reproductive Rights | |||||||||||
| PC | To provide support for 2022 operations. | $10,000 | 199 Water Street 22nd Floor | New York | NY | 10038 | |||||
| Cetacean Action Treasury | |||||||||||
| PC | Multi-partner initiatives to build community support for sustainable fishing in the Upper Gulf of California | $100,000 | PO Box 332 | Cape Neddick | ME | 03902 | |||||
| Circle of Hope Health Care Services Inc | |||||||||||
| PC | To support the clinic and provide women options in health care decisions | $50,000 | 712 H St NE Suite 1825 | Washington | DC | 20002 | |||||
| Clean Future Forum | |||||||||||
| PC | To support Clean Future Forum Initiative | $406,252 | 1101 Pennsylvania Ave NW Suite 300 | Washington | DC | 20004 | |||||
| Consejo Mexicano de Promocion de los Productos Pesqueros y Acuicolas AC | |||||||||||
| Avenida Presidente Masaryk | Ciudad de Mxico | DF | MX | 11570 | PC | Positioning the Pesca con Futuro movement in the Baja California Peninsula | $160,000 | ||||
| Dr Howard Fuller Collegiate Academy Inc | |||||||||||
| PC | Construction support for the Dr. Howard Fuller Collegiate Academy | $1,500,000 | 4030 N 29th Street | Milwaukee | WI | 53216 | |||||
| Ecology Project International | |||||||||||
| PC | Mexico Programs FY22: Immersive Community Building, Teacher Professional Development, & Alumni Engagement | $115,130 | 315 South 4th Street | East Missoula | MT | 59801 | |||||
| Efecto Arena AC | |||||||||||
| Calle Lateral Los Planes 161 Colo | La Paz | BS | MX | 23055 | PC | Coral restoration as a basis for site-based education | $72,000 | ||||
| El Paso Community Foundation | |||||||||||
| PC | To support emergency storm relief to impacted communities | $100,000 | PO Box 272 | El Paso | TX | 79943 | |||||
| Elementary Institute of Science | |||||||||||
| PC | To provide support for 2022 operations. | $25,000 | 608 51st Street | San Diego | CA | 92114 | |||||
| Elementary Institute of Science | |||||||||||
| PC | To support the Elementary Institute of Science Endowment Campaign | $35,000 | 608 51st Street | San Diego | CA | 92114 | |||||
| Environmental Law Alliance Worldwide | |||||||||||
| PC | Support to collaborate with Panama's Centro de Incidencia Ambiental (CIAM) and provide the legal and scientific expertise CIAM needs to protect communities and ecosystems through law. | $40,000 | 1412 Pearl Street | Eugene | OR | 974014036 | |||||
| Fwdus Education Fund Inc | |||||||||||
| PC | To provide emergency relief in other border communities in south Texas | $25,000 | PO Box 34506 | Washington DC | DC | 20043 | |||||
| Grupo Tortuguero de las Californias | |||||||||||
| Calle Seis No 141 Azaleas 23098 | La Paz | BS | MX | 23098 | PC | To support the sea turtle nesting monitoring and protection program, and provide infrastructure and equipment for the program.Grupo Tortuguero de las Californias will provide administrative and technical support to the San Basilio team | $12,000 | ||||
| Hawaii Ag and Culinary Alliance | |||||||||||
| PC | To support the funding of a video production for the kalo program | $25,000 | 3538 Waialae Avenue | Honolulu | HI | 968162742 | |||||
| Hawaii Agricultural Foundation | |||||||||||
| PC | To support Hawaii's Agricultural Foundation Agricultural Education Program | $25,000 | 3538 Waialae Circle | Honolulu | HI | 775054338 | |||||
| Hopewell Fund | |||||||||||
| PC | To support the mission of the Civic (Re)Solve Education fund | $700,000 | 1828 L Street NW Suite 300 | Washington | DC | 20036 | |||||
| Institute of the Americas | |||||||||||
| PC | To support Institute of the Americas to re-invigorate the North American Forum (NAF) and to sponsor the Pacific Climate Forum of the Americas | $75,000 | 1011 N Torrey Pines Rd | La Jolla | CA | 92037 | |||||
| Intercultural Center for the Study of Deserts and Oceans | |||||||||||
| PC | To support the Fishing and Artisanal Aquaculture Regional Festival | $10,000 | 4560 East Broadway Boulevard | Tucson | AZ | 85711 | |||||
| Jackson Hole Historical Society and Museum | |||||||||||
| PC | To support the construction of a new museum campus | $250,000 | PO Box 1005 | Jackson | WY | 83001 | |||||
| LegacyWorks Group | |||||||||||
| PC | Catalyzing a Regenerative Economy and Society in Baja California Sur's East Cape & the Mexican Pacific Coast 2022-2023 | $125,000 | 521 Santa Barbara St | Santa Barbara | CA | 93101 | |||||
| Mad Agriculture | |||||||||||
| PC | To fund research to better understand the Financial and Ecological Impacts of Regenerative Organic Agriculture | $150,000 | 728 Pearl Street | Boulder | CO | 803025006 | |||||
| New Heights Christian School | |||||||||||
| PC | To support New Heights 4 Kids- Capital Expenses. | $25,000 | 7702 SW Regional Airport Blvd | Bentonville | AR | 72713 | |||||
| New Heights Christian School | |||||||||||
| PC | To provide support for 2022 operations. | $50,000 | 7702 SW Regional Airport Blvd | Bentonville | AR | 72713 | |||||
| Nos Noroeste Sustentable AC | |||||||||||
| Belisario Dominguez No 2310 esquina | La Paz | BS | MX | 23000 | PC | PROSPEROUS AND RESILIENT FISHING COMMUNITIES | $150,000 | ||||
| Ocean Discovery Institute | |||||||||||
| PC | To provide support for 2022 operations. | $10,000 | 4255 Thorn Street | San Diego | CA | 92105 | |||||
| Outreach International | |||||||||||
| PC | To provide support for 2022 operations. | $15,000 | 112 W 18th St | Kansas City | MO | 64108 | |||||
| Planned Parenthood of the Pacific Southwest | |||||||||||
| PC | To provide support for 2022 operations. | $350,000 | 1075 Camino Del Rio South | San Diego | CA | 92108 | |||||
| Plant With Purpose | |||||||||||
| PC | To provide support for 2022 operations. | $25,000 | 4747 Morena Blvd Suite 100 | San Diego | CA | 92117 | |||||
| Population Action International dba PAI | |||||||||||
| PC | To provide support for 2022 operations. | $15,000 | 1300 19th St NW Suite 200 | Washington | DC | 20036 | |||||
| Pronatura Noroeste AC | |||||||||||
| C Dcima Nm 60 esq Ryerson Zona | Ensenada | BN | MX | 22800 | PC | Mechanisms for Governance and financial sustainability in the Flora and Fauna Protection Area Balanrdra | $60,000 | ||||
| Red de Observadores Ciudadanos AC | |||||||||||
| Calle Aquiles Serdn 3745 | La Paz | BS | MX | 23060 | PC | Technical analysis and economic feasibility study for the implementation of a water quality analysis laboratory in La Paz, Baja California Sur | $14,500 | ||||
| Red de Observadores Ciudadanos AC | |||||||||||
| Calle Aquiles Serdn 3745 | La Paz | bs | MX | 23060 | PC | Strengthening surveillance and enforcement in the Bay of La Paz | $105,035 | ||||
| Resilient Cities Catalyst Inc | |||||||||||
| PC | To support Communications Activities to Support Successful Implementation of Sand Retention Pilot in Oceanside, CA. | $71,587 | 315 Clinton Ave Apt 2 | Brooklyn | NY | 11205 | |||||
| Resilient Cities Catalyst Inc | |||||||||||
| PC | To support Project Pipeline Development. | $50,000 | 315 Clinton Ave Apt 2 | Brooklyn | NY | 11205 | |||||
| Resilient Cities Catalyst Inc | |||||||||||
| PC | To support Oceanside Project Development. | $200,000 | 315 Clinton Ave Apt 2 | Brooklyn | NY | 11205 | |||||
| Rotary Club of Jackson Hole Foundation | |||||||||||
| PC | To support the Rotary Club of Jackson Hole Foundation which raises funds to support local scholarship managed by The Community Foundation and Trust for Public Education | $20,000 | PO BOX 3315 | Jackson | WY | 83001 | |||||
| San Diego History Center | |||||||||||
| PC | The Journeys of Harry Crosby Film Sponsorship | $50,000 | 1649 El Prado Suite 3 | San Diego | CA | 92101 | |||||
| San Diego Natural History Museum | |||||||||||
| PC | To provide support for 2022 operations. | $200,000 | 1788 El Prado | San Diego | CA | 92101 | |||||
| San Diego Natural History Museum | |||||||||||
| PC | To support For The Love of Nature: Campaign for The Nat. | $2,000,000 | 1788 El Prado | San Diego | CA | 92101 | |||||
| School Choice Wisconsin Inc | |||||||||||
| PC | To restore financial health and prepare for opportunity. | $100,000 | 350 Bishops Way | Brookfield | WI | 53005 | |||||
| Seed Savers Exchange Inc | |||||||||||
| PC | To provide support for 2022 operations. | $20,000 | 3074 North Winn Road | Decorah | IA | 52101 | |||||
| Sociedad de Historia Natural Niparaja | |||||||||||
| 430 Revolucin de 1910 | La Paz | BS | MX | 23000 | PC | National Program to Strengthen Fishing Organizations: Pilot program for cooperative development in Mexico | $95,000 | ||||
| Special Forces Charitable Trust | |||||||||||
| PC | To provide support for 2022 operations. | $25,000 | PO Box 53 | Southern Pines | NC | 28388 | |||||
| Stronger America Through Seafood Inc | |||||||||||
| NC | TO DEVELOP AND EXECUTE AN AQUACULTURE MEDIA STRATEGY BASED UPON THE CREATION AND BROAD DISTRIBUTION OF EDUCATIONAL MATERIALS THAT CONSTITUTE NONPARTISAN ANALYSIS, STUDY, OR RESEARCH | $65,000 | 1209 Orange Street | Wilmington | DE | 19801 | |||||
| Sustainable Northwest | |||||||||||
| PC | Building a Sustainable Financial and Economic Paradigm for Forest Health and Resilience in the Face of Climate Change | $400,000 | 1130 SW Morrison St Suite 510 | Portland | OR | 97205 | |||||
| TeamBrownsville Inc | |||||||||||
| PC | To support work in Brownsville, Matamoros, McAllen, and Reynosa in disaster relief to impacted communities | $75,000 | PO 3945 | Brownsville | TX | 78523 | |||||
| Teton Science Schools | |||||||||||
| PC | To support tuition and travel costs for ten students to attend the Teton Science School's summer programs. | $53,253 | 700 Coyote Canyon Road | Jackson | WY | 83001 | |||||
| The San Diego Foundation | |||||||||||
| PC | To support the Binational Coastal Resilience Fund | $125,000 | 2508 Historic Decatur Road | San Diego | CA | 921066138 | |||||
| The San Diego Foundation | |||||||||||
| PC | To support Thrive Outside San Diego | $350,000 | 2508 Historic Decatur Road | San Diego | CA | 921066138 | |||||
| United States Fund for Unicef | |||||||||||
| PC | To support rapid relief efforts in Ukraine | $250,000 | 125 Maiden Lane | New York | NY | 10038 | |||||
| University of Minnesota Foundation | |||||||||||
| PC | To support the Center for Infectious Disease Research and Policy. | $321,826 | McNamara Alumni Center 200 Oak St S | Minneapolis | MN | 55455 | |||||
| University of Wyoming | |||||||||||
| GOV | To support Wyoming Public Radio. | $15,000 | Wyoming Public Radio | Laramie | WY | 82071 | |||||
| Urban Ecology Center Inc | |||||||||||
| PC | To support TSS summer camp. | $75,000 | 1500 E Park Place | Milwaukee | WI | 53211 | |||||
| US Water Partnership | |||||||||||
| PC | To support improving the hydrogeological understanding of Rancho Ancon and surrounding areas by undertaking hydrogeological instrumentation, recording observations, analyzing results, modeling hydrogeological scenarios, and advising on future studies. | $800,360 | 2900 S Quincy St Ste 375 | Arlington | VA | 22206 | |||||
| Valley School of Southern Oregon | |||||||||||
| PC | To provide support for 2022 operations. | $10,000 | 857 Valley View Drive | Medford | OR | 97504 | |||||
| Wave Academy | |||||||||||
| PC | To match funds to support Wave Academy's Capital Campaign. | $70,000 | 4455 Murphy Canyon Rd Suite 100 | San Diego | CA | 92123 | |||||
| Wave Academy | |||||||||||
| PC | To support Healing Wave Facility in 2022-2023. | $55,000 | 4455 Murphy Canyon Rd Suite 100 | San Diego | CA | 92123 | |||||
| Wild Earth Society Inc | |||||||||||
| PC | To implement strategies to motivate an increase in Federal funding for marine protected areas in Mexico, using Balandra as a test site. | $50,000 | 329 Pierpont Avenue | Salt Lake City | UT | 84101 | |||||
| Zoological Society of San Diego | |||||||||||
| PC | To provide support for 2022 operations. | $10,000 | PO Box 120551 | San Diego | CA | 921120551 | |||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $13,996,028 | 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) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $1,319,272 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | -$1,248,234 | ExclusionAmt |
Other Revenue Described OtherRevenueDescribedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | NT - SECTION 988 | Desc |
| Exclusion | 18 | ExclusionCd |
| Exclusion | $65,255 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $136,293 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $136,293 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | Yes (true) | 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 |
Transfer Schedule Detail TransferScheduleDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Line Number | 1a(1) | LineNumberTxt |
| Involved | $65,000 | InvolvedAmt |
Noncharitable Exempt Org Name NoncharitableExemptOrgName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Stronger America Through Seafood Inc | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Transfers Trans And Shr Arrngm | TO DEVELOP AND EXECUTE AN AQUACULTURE MEDIA STRATEGY BASED UPON THE CREATION AND BROAD DISTRIBUTION OF EDUCATIONAL MATERIALS THAT CONSTITUTE NONPARTISAN ANALYSIS, STUDY, OR RESEARCH. | TransfersTransAndShrArrngmDesc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| 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 (3 entries)
| ContributorContributorNum | Address Line1ContributorUSAddress/AddressLine1Txt | CityContributorUSAddress/CityNm | State AbbreviationContributorUSAddress/StateAbbreviationCd | ZIPContributorUSAddress/ZIPCd | Total ContributionsTotalContributionsAmt | Noncash ContributionNoncashContributionInd |
|---|---|---|---|---|---|---|
| LUKAS T WALTON | ||||||
| 1 | PO BOX 1860 | BENTONVILLE | AR | 72712 | $35,517,678 | Yes (X) |
| LUKAS T WALTON | ||||||
| 2 | PO BOX 1860 | BENTONVILLE | AR | 72712 | $27,929,470 | Yes (X) |
| LUKAS T WALTON | ||||||
| 3 | PO BOX 1860 | BENTONVILLE | AR | 72712 | $6,221,955 | Yes (X) |
Non Cash Property Contribution NonCashPropertyContributionGrp (3 entries)
| ContributorContributorNum | Noncash PropertyNoncashPropertyDesc | Fair Market ValueFairMarketValueAmt | ReceivedReceivedDt |
|---|---|---|---|
| 1 | 234,000 SHARES OF PUBLICLY TRADED SECURITIES | $35,517,678 | 2022-11-22 |
| 2 | 206,000 SHARES OF PUBLICLY TRADED SECURITIES | $27,929,470 | 2022-08-22 |
| 3 | 41,000 SHARES OF PUBLICLY TRADED SECURITIES | $6,221,955 | 2022-12-05 |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | Accounting Fees | CategoryTxt |
| Amt | $41,016 | Amt |
| Disbursements Charitable Prps | $41,016 | DisbursementsCharitablePrpsAmt |
Expenditure Responsibility Stmt ExpenditureResponsibilityStmt
Expenditure Responsibility ExpenditureResponsibilityGrp (10 entries)
| Address Line1ForeignAddress/AddressLine1Txt | CityForeignAddress/CityNm | Province Or StateForeignAddress/ProvinceOrStateNm | CountryForeignAddress/CountryCd | Foreign PostalForeignAddress/ForeignPostalCd | GrantGrantDt | GrantGrantAmt | Purpose Of GrantPurposeOfGrantTxt | Expended By GranteeExpendedByGranteeAmt | Any Diversion By GranteeAnyDiversionByGranteeTxt | Dates Of Reports By GranteeDatesOfReportsByGranteeTxt | VerificationVerificationDt | Results Of VerificationResultsOfVerificationTxt | Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Andale La Paz AC | ||||||||||||||||
| Av Ayuntamiento | El Triunfo | BCS | MX | 23210 | 2022-08-19 | $35,000 | To support construction of community orchards and implementation of sowing activities for La Ventana-El Sargento, El Ancon and El Triunfo communities. | $4,843 | None | 02/28/2023 | 2023-02-28 | 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 VERIFIICATION BY THE FOUNDATION IS DEEMED NECESSARY. | ||||
| Andale La Paz AC | ||||||||||||||||
| Av Ayuntamiento | El Triunfo | BCS | MX | 23210 | 2022-08-19 | $2,400 | To support El Triunfo Consultant. | $1,001 | None | 02/24/2023 | 2023-02-24 | 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 VERIFIICATION BY THE FOUNDATION IS DEEMED NECESSARY. | ||||
| Andale La Paz AC | ||||||||||||||||
| Av Ayuntamiento | El Triunfo | BCS | MX | 23210 | 2022-08-19 | $3,712 | To support Cultural and Social Spaces La Paz Consultant. | $3,439 | None | 02/24/2023 | 2023-02-24 | 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 VERIFIICATION BY THE FOUNDATION IS DEEMED NECESSARY. | ||||
| Andale La Paz AC | ||||||||||||||||
| Av Ayuntamiento | El Triunfo | BCS | MX | 23210 | 2022-10-28 | $53,500 | To support the adult population of the target communities in the appropriation and learning of the English language in a practical and communicative way based on the fulfillment of the four linguistic skills: speaking, listening, writing, and reading. | $26,436 | None | 02/24/2023 | 2023-02-24 | 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 VERIFIICATION BY THE FOUNDATION IS DEEMED NECESSARY. | ||||
| Andale La Paz AC | ||||||||||||||||
| Av Ayuntamiento | El Triunfo | BCS | MX | 23210 | 2022-06-30 | $113,415 | To support Andale La Paz projects including the museum sculpture price increase, vehicles for programmatic use, and digital library for natural history museum. | $64,846 | None | 02/28/2023 | 2023-02-28 | 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 VERIFIICATION BY THE FOUNDATION IS DEEMED NECESSARY. | ||||
| Andale La Paz AC | ||||||||||||||||
| Av Ayuntamiento | El Triunfo | BCS | MX | 23210 | 2022-12-16 | $139,000 | To provide support for the general operations in quarter four of 2022. | $102,623 | None | 02/25/2023 | 2023-02-25 | 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 VERIFIICATION BY THE FOUNDATION IS DEEMED NECESSARY. | ||||
| Andale La Paz AC | ||||||||||||||||
| Av Ayuntamiento | El Triunfo | BCS | MX | 23210 | 2022-02-11 | $1,000,846 | To provide support for 2022 operations. | $1,000,846 | None | 02/27/2023 | 2023-02-27 | 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 VERIFIICATION BY THE FOUNDATION IS DEEMED NECESSARY. | ||||
| Andale La Paz AC | ||||||||||||||||
| Av Ayuntamiento | El Triunfo | BCS | MX | 23210 | 2022-02-11 | $226,120 | To support the fabrication of MUVACA. | $226,120 | None | 03/10/2023 | 2023-03-10 | 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 VERIFIICATION BY THE FOUNDATION IS DEEMED NECESSARY. | ||||
| Andale La Paz AC | ||||||||||||||||
| Av Ayuntamiento | El Triunfo | BCS | MX | 23210 | 2022-12-16 | $15,000 | To support staffing in quarter four of Andale La Paz team. | $15,000 | None | 02/24/2023 | 2023-02-24 | 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 VERIFIICATION BY THE FOUNDATION IS DEEMED NECESSARY. | ||||
| Stronger America Through Seafood Inc | ||||||||||||||||
| 2022-03-11 | $65,000 | TO DEVELOP AND EXECUTE AN AQUACULTURE MEDIA STRATEGY BASED UPON THE CREATION AND BROAD DISTRIBUTION OF EDUCATIONAL MATERIALS THAT CONSTITUTE NONPARTISAN ANALYSIS, STUDY, OR RESEARCH. | $65,000 | None | 07/11/2023 | 2023-07-11 | 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 VERIFIICATION BY THE FOUNDATION IS DEEMED NECESSARY. | 1209 Orange Street | Wilmington | DE | 19801 | |||||
Gain Loss Sale Other Assets Sch GainLossSaleOtherAssetsSch
Gain Loss Sale Other Asset GainLossSaleOtherAssetGrp (8 entries)
| AssetAssetDesc | How AcquiredHowAcquiredTxt | Gross Sales PriceGrossSalesPriceAmt | BasisBasisAmt | Total NetTotalNetAmt |
|---|---|---|---|---|
| 206,000 SHARES OF PUBLICLY TRADED SECURITIES | D | $27,752,922 | $27,929,470 | -$176,548 |
| 234,000 SHARES OF PUBLICLY TRADED SECURITIES | D | $35,521,416 | $35,517,678 | $3,738 |
| 41,000 SHARES OF PUBLICLY TRADED SECURITIES | D | $6,209,074 | $6,221,955 | -$12,881 |
| NT TPI - VARIOUS STOCKS | P | $6,656,785 | $7,382,472 | -$725,687 |
| NT TPI - CAPITAL GAIN DISTRIBUTION | P | $5,936 | $5,936 | |
| NT TPI - VARIOUS STOCKS | P | $1,836,403 | $1,916,639 | -$80,236 |
| NT BRECKINRIDGE - VARIOUS STOCKS | P | $6,493,166 | $6,616,438 | -$123,272 |
| NT BRECKINRIDGE - VARIOUS STOCKS | P | $4,246,265 | $4,385,549 | -$139,284 |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (3 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| Northern Trust | AT COST | $10,532,591 | $10,489,485 |
| Northern Trust Account - Breckinridge | AT COST | $25,141,832 | $24,843,085 |
| Northern Trust Account - TPI Climate | AT COST | $73,150,627 | $68,372,074 |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL FEES | CategoryTxt |
| Legal Fees | $35,410 | LegalFeesAmt |
| Disbursements Charitable Prps | $35,410 | DisbursementsCharitablePrpsAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Miscellaneous | Desc |
| Revenue And Expenses Per Books | $14,660 | RevenueAndExpensesPerBooksAmt |
| Disbursements Charitable Prps | $14,660 | DisbursementsCharitablePrpsAmt |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | NT - SECTION 988 | Desc |
| Revenue And Expenses Per Books | $65,255 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $65,255 | NetInvestmentIncomeAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|---|
| Consulting Fees | $403,235 | $403,235 | |
| Administrator & Management Fees | $175,578 | $175,578 | |
| Investment Management Fees | $106,950 | $106,950 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| Excise Tax | $725,000 | |
| NT - Foreign Taxes | $90,932 | $90,932 |
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