2023-11-13T16:03:50+00:00 2022-12-31 621665434 WALTON ENTERPRISES LLC PO BOX 1860 BENTONVILLE AR 72712 990PF 2022-01-01 474259772 The Rob Walton Foundation ROBW 4794641570 PO BOX 1860 BENTONVIILLE AR 72712 ROBERT A SMITH TREASURER 2023-11-13 true Robert Smith 999009999 LUKE C MITCHELL P03095207 4794641500 2022 2023-04-26 12:10:37Z X X 529074643 X X 12267772 12266578 -19471161 152671583 0 0 0 0 399508 227181 0 -6803881 12493759 0 250583 0 0 250583 31971 0 0 31971 1052161 668382 0 383779 763125 761634 785067 785067 0 0 0 0 0 6175 6175 1400123 1396767 0 3319 4289205 3611850 0 675827 59140621 59140621 63429826 3611850 0 59816448 -70233707 8881909 0 245149 181001 181001 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 540811493 470641934 528893642 0 0 0 0 0 0 0 541056642 470822935 529074643 0 0 0 0 0 0 X 541056642 470822935 541056642 470822935 541056642 470822935 541056642 -70233707 0 470822935 0 470822935 2,312 SHARES OF PUBLICLY TRADED SECURITIES P 24943 12837 12106 0 12106 NORTHERN 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PO BOX 1860 BENTONVILLE AR 72712 Sr. Program Officer 40.000 186973 25691 0 Amy Benincosa PO BOX 1860 BENTONVILLE AR 72712 Program Officer 40.000 132577 13150 0 Jamee M Huthwaite PO BOX 1860 Bentonville AR 72712 Program Associate 40.000 72110 24152 0 0 WALTON ENTERPRISES LLC P O BOX 1860 BENTONVILLE AR 72712 MANAGEMENT SERVICES 354650 NORTHERN TRUST 50 SOUTH LA SALLE STREET CHICAGO IL 60603 INVESTMENT MANAGEMENT FEES 255431 CRAVATH SWAINE AND MOORE LLP 825 EIGHT AVENUE NEW YORK NY 10019 LEGAL SERVICES 194367 GLOBEFLEX CAPITAL LP 4365 EXECUTIVE DRIVE SUITE 720 SAN DIEGO CA 92121 INVESTMENT MANAGEMENT FEES 161219 EARTH RESILIENCE GROUP 5016 45TH ST NW WASHINGTON DC 20016 CONSULTING 154374 2 0 576043081 8206205 0 584249286 0 584249286 8763739 575485547 28774277 28774277 123459 123459 28650818 5630 28656448 28656448 59816448 0 0 59816448 28656448 0 2020 2019 2018 0 0 0 0 0 5239413 5239413 59816448 0 0 0 28656448 31160000 0 36399413 0 0 0 0 0 0 36399413 0 0 0 5239413 31160000 S ROBSON WALTON X Act Foundation USA Inc 13105 Pennerview Lane Fairfax VA 22033 PC To support Fruit Tree Plantation Drive 25000 African Parks Foundation of America 21 West 46th Street New York NY 10036 PC to provide operational support to the African Parks Network in developing and managing national parks and other important conservation areas in Africa 17579385 American Friends of the Bugatti Trust Inc 4 Stonewood Place Dedham MA 02026 PC To provide general operating support 5000 American Heart Association Inc 1910 W University Drive Suite 205 Tempe AZ 85281 PC TO SUPPORT CPR IN SCHOOLS PROGRAM 5000 Arizona Educational Foundation 2100 N Central Avenue Suite 212 Phoenix AZ 85004 PC to support Grantee's teachSTEM expansion at the Career and Technical Education level 15000 Arizona Foundation for Women Inc 2201 E Camelback Road Phoenix AZ 85016 PC To provide support for 2022 Silver Soiree in honor of Billie Jo Herberger 10000 Arizona Humane Society 1521 W Dobbins Road Phoenix AZ 85041 PC To support CAPITAL CAMPAIGN 2000000 Arizona Humane Society 1521 W Dobbins Road Phoenix AZ 85041 PC To support Spay/Neuter initiatives for low-income families via Compassion with Fashion Event 2500 Arizona Science Center 600 E Washington Street Phoenix AZ 85004 PC To support 2022 Annual/ASU WS3 Sustainability Solutions Festival 25000 Arizona State University Foundation for A New American University P O Box 2260 Tempe AZ 852802260 PC to support design of a Global Conservation University 750000 Arizona State University Foundation for A New American University P O Box 2260 Tempe AZ 852802260 PC To support the WOMEN & PHILANTHROPY PROGRAM 10000 Arizona Women's Board 5921 E Indian Bend Rd Paradise Valley AZ 85253 PC to provide support for National Kidney Foundation of Arizona's 2022 Camp Kidney through the 2022 Authors Luncheon 5000 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 support for Grantee's general operations in 2022 through Grantee's "An Evening on the Lake" fundraiser 10000 Aspen Music Festival and School 225 Music School Rd Aspen CO 81611 PC to provide support for Grantee's Annual Fund and 2022 Winter Music Recital Series 50000 Aspen Valley Ski-Snowboard Club Inc 300 AVSC Drive Aspen CO 81611 PC To provide general operating support 10000 Barrow Neurological Foundation 2910 N Third Avenue Suite 450 Phoenix AZ 85013 PC To provide support for 2022 barrow ball 25000 B'nai Levy Foundation 2 Rue Beth-Halevy Boisbriand CA PC To support the MEMORIAL BUILDING CONSTRUCTION 620713 Boston Mountain Cyclists PO Box 963 Bentonville AR 72712 PC To provide general operating support 20000 Boys & Girls Clubs of the Valley Inc 4309 E Belleview St Bldg 14 Phoenix AZ 85008 PC To support Today's Kids, Tomorrow's Stars Event 10000 Childhelp Inc 6730 N Scottsdale Rd Suite 150 Scottsdale AZ 85253 PC To support Speak Up Be Safe thru 2022 "Drive the Dream" Gala 25000 Childhelp Inc 6730 N Scottsdale Rd Suite 150 Scottsdale AZ 85253 PC To provide general operating support 25000 Choate Rosemary Hall Foundation Inc 333 Christian Street Wallingford CT 064923800 PC To provide general operating support 10000 Church of Shambhala Vajradhara Maitreya Sangha 9977 Bottle Rock Rd Kelseyville CA 95451 PC to provide support for Church of Shambhala Vajradhara Maitreya Sangha charitable work 1000 Clean Future Forum Inc 1101 Pennsylvania Ave NW Washington DC 20004 PC to support Clean Future Forum's charitable climate action work 1641332 Climate Leadership Council Inc 1900 M St NW Suite 800 Washington DC 20036 PC To support Carbon Dividends Framework and Inter-Related Strategies 750000 College of Wooster 1189 Beall Ave Wooster OH 446912363 PC to support the Annual Fund in 2022 20000 Columbia University 435 West 116th Street Box A-2 New York NY 10027 PC To support LAW SCHOOL ANNUAL FUND 25000 Conservation International Foundation 2011 Crystal Drive Suite 600 Arlington VA 22202 PC To provide matching support toward the Spend Down Fund 2.0 30000000 Cystic Fibrosis Foundation 2777 E Camelback Rd Ste 330 Phoenix AZ 85016 PC to provide support for research, patient services, and other mission activities of the Cystic Fibrosis Foundation through the 65 Roses Roundup Gala 2500 Dawn Redwoods Charitable Trust One Blackfield Drive Tiburon CA 94920 PC Assistance Fund supporting the Bohemian Club community 10000 Desert Botanical Garden 1201 N Galvin Parkway Phoenix AZ 85008 PC to provide support for Grantee's Gratitude & Appreciation Wellness Pass Program through the 2022 Dinner on the Desert 15000 Diocesan Council for the Society of St Vincent de Paul Diocese Phoenix 420 W Watkins Road Phoenix AZ 85003 PC To support URBAN FARM OPERATIONS 250000 Divine Love World Charity Inc 15 West 81st St New York NY 10024 PC To support Healthcare Initiatives & Humanitarian Programs 100000 DSU Heritage Foundation 230 8th Ave West Dickinson ND 58601 PC To support the ENDOWED SCHOLARSHIP FUND 20525 Emory University 1762 Clifton Rd Suite 1400 Atlanta GA 30322 PC To support COMPASSION PROGRAM SCALING 800000 Fay School Inc 48 Main Street Southborough MA 017729106 PC To provide general operating support 10000 Foundation for Living Medicine 12621 North Tatum Boulevard 506 Phoenix AZ 85032 PC To provide general operating support 1250 Gateway for Cancer Research 500 East Remington Road Schaumburg IL 60173 PC to provide support for Grantee's general operations through the 2022 Vino con Stelle event 10000 Georgetown University PO Box 571253 Washington DC 20057 PC To provide general operating support 10000 Girl Scouts - Arizona Cactus-Pine Council Inc 119 East Coronado Road Phoenix AZ 85004 PC STEM PROGRAMMING support 60000 Governor Dummer Academy dba The Governor's Academy 1 Elm Street Byfield MA 01922 PC To provide general operating support 10000 Habitat for Humanity of Benton County Inc 1212 N Walton Blvd Bentonville AR 72712 PC To provide general operating support 10000 Hawaii Community Foundation 827 Fort Street Mall Honolulu HI 96813 PC To support the KKI'O COMMUNITY FUND 10000 Hunkapi Programs Inc 12051 North 96th Street Scottsdale AZ 85260 PC to provide support for Grantee's "Margot - A Helping Hand" Scholarship Fund and benefit children seeking to access Grantee's horse therapy programs 3200 Inquiring Systems Inc 101 Brookwood Ave Santa Rosa CA 95404 PC To support Imaging the Biofield - Phase 3 50000 International Conservation Caucus Foundation 1200 Potomac Street NW Washington DC 20007 PC To support International Partnership for People and Nature 260000 International Mountain Bicycling Association PO Box 20280 Boulder CO 80308 PC To support the ROARING FORK STAFF AND TRAIL WORK 25000 Internationaler Naturerbe Fonds - Legacy Landscapes Fund Friedrich-Ebert-Anlage 36 Frankfurt am Main GM PC To support Iona National Park and Odzala-Kokoua National Park 300000 Isha Foundation Inc 951 Isha Lane McMinnville TN 37110 PC To support the Save Soil Movement 25000 Liberty Wildlife Inc 2600 E Elwood St Phoenix AZ 85040 PC To support Documentary Film Production 50000 Liberty Wildlife Inc 2600 E Elwood St Phoenix AZ 85040 PC To support the NON-EAGLE FEATHER REPOSITORY 50000 McPherson College 1600 East Euclid McPherson KS 67460 PC To support the AUTO RESTORATION PROGRAM 25000 Miracle League of Arizona 11130 East Cholla Street Suite I- Scottsdale AZ 85259 PC To provide support 10 Year Anniversary Celebration 20000 Nia Tero Foundation 501 E Pine Street Suite 300 Seattle WA 98122 PC to support expansion of Wayfinders Circle 650000 North Dakota Cowboy Hall of Fame Inc PO Box 137 Medora ND 58645 PC to support the purchase and installation of a cast iron and wood outdoor bench 5000 Northwest Organization for Animal Help 31300 Brandstrom Road Stanwood WA 98292 PC to provide support for general operations in 2022 through the 2022 Music for the Animals Event 5000 NourishPHX PO Box 2225 Phoenix AZ 850022225 PC To provide general operating support 10000 Pebble Beach Company Foundation PO Box 1767 Pebble Beach CA 93953 PC To provide general operating support 10000 PeopleForBikes Foundation PO Box 2359 Boulder CO 80306 PC To provide general operating support 5000 Phoenix Art Museum 1625 N Central Avenue Phoenix AZ 850041685 PC EDUCATIONAL AND GENERAL OPERATING SUPPORT 40000 Phoenix Indian Center 4520 N Central Suite 250 Phoenix AZ 85012 PC To provide support for 2022 Silver and Turquoise Ball 7500 Phoenix Symphony Association One North First Street Suite 200 Phoenix AZ 85004 PC to support the Alzheimer's initiative of B-Sharp Music Wellness, a W.O.N.D.E.R. project 25000 Phoenix Theatre Inc 1825 N Central Avenue Phoenix AZ 85004 PC PARTNERS THAT HEAL PROGRAM & GENERAL OPERATING SUPPORT 15000 Punarnava Healing Community Inc 262 Upland Rd Cambridge MA 02140 PC To support Living services Boys in Balagrama village & Feminine Products 10000 Reach Out and Read Colorado 3705 Martin Luther King Blvd Denver CO 80205 PC To provide general operating support 2500 Salvation Army of NWA 219 W 15th Street Fayetteville AR 72701 PC To provide general operating support 50000 Sandra Day O'Connor Institute PO Box 66422 Phoenix AZ 85082 PC To provide general operating support 5000 Scottsdale Arts 7380 E Second St Scottsdale AZ 85251 PC to support 2022 ARTrageous Gala 10000 Team Africa Rising Inc PO Box 8 Savery WY 82332 PC To support the AFRICAN CYCLING PROGRAM 174516 The Dian Fossey Gorilla Fund International 800 Cherokee Ave SE Atlanta GA 30315 PC To support the Education Center 334000 The Earthshot Prize Kensington Palace Palace Green London UK PC To provide support for The Earthshot Prize, a global environment prize designed to incentivize change and help repair our planet over the next ten years. 1105200 The Nature Conservancy - Arizona 1819 E Morten Ave 100 Phoenix AZ 85020 PC To provide general operating support 100000 The Sauce Foundation Inc 345 E Orange Drive Phoenix AZ 85012 PC To support 2022 Society of Chairs 5000 Theodore Roosevelt Association PO Box 719 Oyster Bay NY 11771 PC To provide general operating support 20000 Therapeutic Harp Foundation 200 East Mitchell Drive Phoenix AZ 85012 PC To support the Therapeutic Harp Program thru An Experience from The Harp 2500 UMOM New Day Centers Inc 3333 E Van Buren St Phoenix AZ 85008 PC To provide general operating support 15000 United Way of Northwest Arkansas Inc 100 Parkwood Street Suite C Lowell AR 72745 PC To provide general operating support 75000 Universal Force Inc 1231 4th Street Santa Monica CA 90401 PC To provide general operating support 5000 USA Cycling Inc 210 USA Cycling Point Suite 100 Colorado Springs CO 80919 PC To provide general operating support 50000 Valley of the Sun United Way 3200 East Camelback Road Suite 375 Phoenix AZ 850182328 PC to support Grantee's "Pantry Pack" program through the 2022 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 Jr. Suns Basketball League 25000 Valleywise Health Foundation 2901 E Camelback Rd Suite 202 Phoenix AZ 85016 PC To support Matching Grant for Burn Center thru 2022 "Rally of the Sun" 50000 Wildlife Conservation Society 2300 Southern Boulevard Bronx NY 10460 PC To support the Africa Protected Area Strategy 500000 YMCA of Southern Arizona 60 W Alameda Tucson AZ 85701 PC To support Triangle Y Ranch Camp Scholarships 7000 59140621 0 523000 1194 14 12266578 18 -19471161 PASS THROUGH OTHER INCOME/(LOSS) 523000 -83303 14 504486 NORTHERN TRUST INCOME/(LOSS) 14 -277305 EXCISE TAX REFUND 250000 RECOVERY OF PRIOR YEAR GRANTS 5630 -82109 -6977402 255630 -6803881 11c EXCISE TAX REFUND FROM 2021 FORM 990-PF 11d AMOUNT REPRESENTS REFUNDS OF UNUSED GRANT FUNDS TREATED AS QUALIFYING DISTRIBUTIONS IN PRIOR YEARS false false false false false false false false false false Accounting Fees 31971 31971 Sandy Nickerson Compensation reported is provided for transparency. Amounts were accrued on the books at the end of the tax year and do not appear elsewhere on the return. Amy Benincosa Compensation reported is provided for transparency. Amounts were accrued on the books at the end of the tax year and do not appear elsewhere on the return. Jamee M Huthwaite Compensation reported is provided for transparency. Amounts were accrued on the books at the end of the tax year and do not appear elsewhere on the return. NT - Investment Account AT COST 281862835 310090882 NT - R1000 Account AT COST 20073192 39086033 NT - EAFE Account AT COST 116984906 123756459 NT - EAM AT COST 20580219 22812761 NT - GLOBEFLEX AT COST 31140782 33147507 LEGAL FEES 250583 250583 Pass-through - Other Deductions 1396767 1396767 MISCELLANEOUS 3319 3319 PASS-THROUGH - NONDEDUCTIBLE EXPENSES 37 Pass-through - Other income/(loss) 421183 504486 Excise Tax Refund 250000 Recoveries of Prior Year Grants 5630 Northern Trust -277305 -277305 NT Investment Fees 668382 668382 Consulting Fees 219132 219132 Administrator & Management Fees 149107 149107 Professional Services 15540 15540 Northern Trust - Foreign Taxes 678859 678859 Pass-through - Foreign Taxes 106208 106208