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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 0 PRESA BCS S DE RL DE CV REVOLUCION DE 1910 NO 590 BAJA CALIFORNIA SUR LA PAZ MX 23000 Management Services 528624 WALTON ENTERPRISES LLC PO BOX 1860 BENTONVILLE AR 72712 Management Services 243273 NORTHERN TRUST 50 SOUTH LA SALLE STREET CHICAGO IL 60603 INVESTMENT MANAGEMENT FEES 92360 CLIMATE AND BIODIVERSITY EXPERTS SC Av Insurgentes Sur No 64 Oficina A 1509 ColJurez CP Alc Ciudad De Mexico DF MX 06600 Consulting 65500 ALUMBRA ADVISORS 2250 COLONY TERRACE ENCINITAS CA 92024 Consulting 62908 1 0 53671879 10043856 0 63715735 0 63715735 955736 62759999 3138000 3138000 965167 965167 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four additional vulnerable preschools in Gaza 233500 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. 35000 Andale La Paz AC Av Ayuntamiento El Triunfo BCS MX 23210 NC To support El Triunfo Consultant. 2400 Andale La Paz AC Av Ayuntamiento El Triunfo BCS MX 23210 NC To support Cultural and Social Spaces La Paz Consultant. 3712 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. 53500 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. 113415 Andale La Paz AC Av Ayuntamiento El Triunfo BCS MX 23210 NC To provide support for the general operations in quarter four of 2022. 139000 Andale La Paz AC Av Ayuntamiento El Triunfo BCS MX 23210 NC To provide support for 2022 operations. 1000846 Andale La Paz AC Av Ayuntamiento El Triunfo BCS MX 23210 NC To support the fabrication of MUVACA. 226120 Andale La Paz AC Av Ayuntamiento El Triunfo BCS MX 23210 NC To support staffing in quarter four of Andale La Paz team. 15000 Blue Forest Finance Inc 5960 S Land Park Drive Sacramento CA 95822 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 1500000 Center for Reproductive Rights 199 Water Street 22nd Floor New York NY 10038 PC To provide support for 2022 operations. 10000 Cetacean Action Treasury PO Box 332 Cape Neddick ME 03902 PC Multi-partner initiatives to build community support for sustainable fishing in the Upper Gulf of California 100000 Circle of Hope Health Care Services Inc 712 H St NE Suite 1825 Washington DC 20002 PC To support the clinic and provide women options in health care decisions 50000 Clean Future Forum 1101 Pennsylvania Ave NW Suite 300 Washington DC 20004 PC To support Clean Future Forum Initiative 406252 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 160000 Dr Howard Fuller Collegiate Academy Inc 4030 N 29th Street Milwaukee WI 53216 PC Construction support for the Dr. Howard Fuller Collegiate Academy 1500000 Ecology Project International 315 South 4th Street East Missoula MT 59801 PC Mexico Programs FY22: Immersive Community Building, Teacher Professional Development, & Alumni Engagement 115130 Efecto Arena AC Calle Lateral Los Planes 161 Colo La Paz BS MX 23055 PC Coral restoration as a basis for site-based education 72000 El Paso Community Foundation PO Box 272 El Paso TX 79943 PC To support emergency storm relief to impacted communities 100000 Elementary Institute of Science 608 51st Street San Diego CA 92114 PC To provide support for 2022 operations. 25000 Elementary Institute of Science 608 51st Street San Diego CA 92114 PC To support the Elementary Institute of Science Endowment Campaign 35000 Environmental Law Alliance Worldwide 1412 Pearl Street Eugene OR 974014036 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. 40000 Fwdus Education Fund Inc PO Box 34506 Washington DC DC 20043 PC To provide emergency relief in other border communities in south Texas 25000 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 12000 Hawaii Ag and Culinary Alliance 3538 Waialae Avenue Honolulu HI 968162742 PC To support the funding of a video production for the kalo program 25000 Hawaii Agricultural Foundation 3538 Waialae Circle Honolulu HI 775054338 PC To support Hawaii's Agricultural Foundation Agricultural Education Program 25000 Hopewell Fund 1828 L Street NW Suite 300 Washington DC 20036 PC To support the mission of the Civic (Re)Solve Education fund 700000 Institute of the Americas 1011 N Torrey Pines Rd La Jolla CA 92037 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 75000 Intercultural Center for the Study of Deserts and Oceans 4560 East Broadway Boulevard Tucson AZ 85711 PC To support the Fishing and Artisanal Aquaculture Regional Festival 10000 Jackson Hole Historical Society and Museum PO Box 1005 Jackson WY 83001 PC To support the construction of a new museum campus 250000 LegacyWorks Group 521 Santa Barbara St Santa Barbara CA 93101 PC Catalyzing a Regenerative Economy and Society in Baja California Sur's East Cape & the Mexican Pacific Coast 2022-2023 125000 Mad Agriculture 728 Pearl Street Boulder CO 803025006 PC To fund research to better understand the Financial and Ecological Impacts of Regenerative Organic Agriculture 150000 New Heights Christian School 7702 SW Regional Airport Blvd Bentonville AR 72713 PC To support New Heights 4 Kids- Capital Expenses. 25000 New Heights Christian School 7702 SW Regional Airport Blvd Bentonville AR 72713 PC To provide support for 2022 operations. 50000 Nos Noroeste Sustentable AC Belisario Dominguez No 2310 esquina La Paz BS MX 23000 PC PROSPEROUS AND RESILIENT FISHING COMMUNITIES 150000 Ocean Discovery Institute 4255 Thorn Street San Diego CA 92105 PC To provide support for 2022 operations. 10000 Outreach International 112 W 18th St Kansas City MO 64108 PC To provide support for 2022 operations. 15000 Planned Parenthood of the Pacific Southwest 1075 Camino Del Rio South San Diego CA 92108 PC To provide support for 2022 operations. 350000 Plant With Purpose 4747 Morena Blvd Suite 100 San Diego CA 92117 PC To provide support for 2022 operations. 25000 Population Action International dba PAI 1300 19th St NW Suite 200 Washington DC 20036 PC To provide support for 2022 operations. 15000 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 60000 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 14500 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 105035 Resilient Cities Catalyst Inc 315 Clinton Ave Apt 2 Brooklyn NY 11205 PC To support Communications Activities to Support Successful Implementation of Sand Retention Pilot in Oceanside, CA. 71587 Resilient Cities Catalyst Inc 315 Clinton Ave Apt 2 Brooklyn NY 11205 PC To support Project Pipeline Development. 50000 Resilient Cities Catalyst Inc 315 Clinton Ave Apt 2 Brooklyn NY 11205 PC To support Oceanside Project Development. 200000 Rotary Club of Jackson Hole Foundation PO BOX 3315 Jackson WY 83001 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 20000 San Diego History Center 1649 El Prado Suite 3 San Diego CA 92101 PC The Journeys of Harry Crosby Film Sponsorship 50000 San Diego Natural History Museum 1788 El Prado San Diego CA 92101 PC To provide support for 2022 operations. 200000 San Diego Natural History Museum 1788 El Prado San Diego CA 92101 PC To support For The Love of Nature: Campaign for The Nat. 2000000 School Choice Wisconsin Inc 350 Bishops Way Brookfield WI 53005 PC To restore financial health and prepare for opportunity. 100000 Seed Savers Exchange Inc 3074 North Winn Road Decorah IA 52101 PC To provide support for 2022 operations. 20000 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 95000 Special Forces Charitable Trust PO Box 53 Southern Pines NC 28388 PC To provide support for 2022 operations. 25000 Stronger America Through Seafood Inc 1209 Orange Street Wilmington DE 19801 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 65000 Sustainable Northwest 1130 SW Morrison St Suite 510 Portland OR 97205 PC Building a Sustainable Financial and Economic Paradigm for Forest Health and Resilience in the Face of Climate Change 400000 TeamBrownsville Inc PO 3945 Brownsville TX 78523 PC To support work in Brownsville, Matamoros, McAllen, and Reynosa in disaster relief to impacted communities 75000 Teton Science Schools 700 Coyote Canyon Road Jackson WY 83001 PC To support tuition and travel costs for ten students to attend the Teton Science School's summer programs. 53253 The San Diego Foundation 2508 Historic Decatur Road San Diego CA 921066138 PC To support the Binational Coastal Resilience Fund 125000 The San Diego Foundation 2508 Historic Decatur Road San Diego CA 921066138 PC To support Thrive Outside San Diego 350000 United States Fund for Unicef 125 Maiden Lane New York NY 10038 PC To support rapid relief efforts in Ukraine 250000 University of Minnesota Foundation McNamara Alumni Center 200 Oak St S Minneapolis MN 55455 PC To support the Center for Infectious Disease Research and Policy. 321826 University of Wyoming Wyoming Public Radio Laramie WY 82071 GOV To support Wyoming Public Radio. 15000 Urban Ecology Center Inc 1500 E Park Place Milwaukee WI 53211 PC To support TSS summer camp. 75000 US Water Partnership 2900 S Quincy St Ste 375 Arlington VA 22206 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. 800360 Valley School of Southern Oregon 857 Valley View Drive Medford OR 97504 PC To provide support for 2022 operations. 10000 Wave Academy 4455 Murphy Canyon Rd Suite 100 San Diego CA 92123 PC To match funds to support Wave Academy's Capital Campaign. 70000 Wave Academy 4455 Murphy Canyon Rd Suite 100 San Diego CA 92123 PC To support Healing Wave Facility in 2022-2023. 55000 Wild Earth Society Inc 329 Pierpont Avenue Salt Lake City UT 84101 PC To implement strategies to motivate an increase in Federal funding for marine protected areas in Mexico, using Balandra as a test site. 50000 Zoological Society of San Diego PO Box 120551 San Diego CA 921120551 PC To provide support for 2022 operations. 10000 13996028 0 14 1319272 18 -1248234 NT - SECTION 988 18 65255 0 136293 0 136293 true false false false false false false false false 1a(1) 65000 Stronger America Through Seafood Inc 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. false X X 1 LUKAS T WALTON PO BOX 1860 BENTONVILLE AR 72712 35517678 X 2 LUKAS T WALTON PO BOX 1860 BENTONVILLE AR 72712 27929470 X 3 LUKAS T WALTON PO BOX 1860 BENTONVILLE AR 72712 6221955 X 1 234,000 SHARES OF PUBLICLY TRADED SECURITIES 35517678 2022-11-22 2 206,000 SHARES OF PUBLICLY TRADED SECURITIES 27929470 2022-08-22 3 41,000 SHARES OF PUBLICLY TRADED SECURITIES 6221955 2022-12-05 Accounting Fees 41016 41016 Andale La Paz AC Av Ayuntamiento El Triunfo BCS MX 23210 2022-08-19 35000 To support construction of community orchards and implementation of sowing activities for La Ventana-El Sargento, El Ancon and El Triunfo communities. 4843 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 2400 To support El Triunfo Consultant. 1001 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 3712 To support Cultural and Social Spaces La Paz Consultant. 3439 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 53500 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. 26436 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 113415 To support Andale La Paz projects including the museum sculpture price increase, vehicles for programmatic use, and digital library for natural history museum. 64846 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 139000 To provide support for the general operations in quarter four of 2022. 102623 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 1000846 To provide support for 2022 operations. 1000846 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 226120 To support the fabrication of MUVACA. 226120 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 15000 To support staffing in quarter four of Andale La Paz team. 15000 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 1209 Orange Street Wilmington DE 19801 2022-03-11 65000 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. 65000 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. 206,000 SHARES OF PUBLICLY TRADED SECURITIES D 27752922 27929470 -176548 234,000 SHARES OF PUBLICLY TRADED SECURITIES D 35521416 35517678 3738 41,000 SHARES OF PUBLICLY TRADED SECURITIES D 6209074 6221955 -12881 NT TPI - VARIOUS STOCKS P 6656785 7382472 -725687 NT TPI - CAPITAL GAIN DISTRIBUTION P 5936 5936 NT TPI - VARIOUS STOCKS P 1836403 1916639 -80236 NT BRECKINRIDGE - VARIOUS STOCKS P 6493166 6616438 -123272 NT BRECKINRIDGE - VARIOUS STOCKS P 4246265 4385549 -139284 Northern Trust AT COST 10532591 10489485 Northern Trust Account - Breckinridge AT COST 25141832 24843085 Northern Trust Account - TPI Climate AT COST 73150627 68372074 LEGAL FEES 35410 35410 Miscellaneous 14660 14660 NT - SECTION 988 65255 65255 Consulting Fees 403235 403235 Administrator & Management Fees 175578 175578 Investment Management Fees 106950 106950 Excise Tax 725000 NT - Foreign Taxes 90932 90932