2019-11-25T13:43:56-06:00 2019-01-31 710603587 ERWIN & COMPANY PA 6311 RANCH DRIVE LITTLE ROCK AR 72223 990 2018-02-01 710858484 WAL-MART ASSOCIATES IN CRITICAL NEED FUND WAL- 8005369925 702 SW 8TH MS0150 BENTONVILLE AR 727160150 JULIE GEHRKI PRESIDENT 8005369925 2019-11-22 1 BRIAN C MARTIN P00290616 5018687486 23.31.126.29 2019-11-22 10:23:46 CS P FE0B4FA73843F467562CBDEF80C11A7B0330BB85 C62078B09C316A0FE28A017D4174CD53CDA31416 2018 2020-03-31 21:24:44Z JULIE GEHRKI 702 SW 8TH ST BENTONVILLE AR 72716 22469666 0 X N/A X 2001 AR TO PROVIDE FINANCIAL AID TO WAL-MART ASSOCIATES WHEN THEY EXPERIENCE EXTREME FINANCIAL HARDSHIP. 11 11 0 0 0 0 15767947 22304576 0 0 44133 165090 0 0 15812080 22469666 5308656 4835765 0 0 0 0 0 0 0 10378 100000 5319034 4935765 10493046 17533901 34929277 52461688 407072 405582 34522205 52056106 TO PROVIDE FINANCIAL ASSISTANCE TO QUALIFIED WAL-MART ASSOCIATES WHEN THEY ARE EXPERIENCING EXTREME FINANCIAL HARDSHIP. 0 0 4835765 4835765 22304576 THE FUND PROVIDES MONETARY SUPPORT TO QUALIFIED ASSOCIATES WHEN THEY EXPERIENCE EXTREME ECONOMIC HARDSHIP DUE TO SITUATIONS OUTSIDE OF THEIR CONTROL. 4835765 1 1 0 0 0 0 0 0 0 1 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 1 1 0 0 0 0 1 0 0 0 0 0 0 0 0 0 1 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 X 11 11 0 0 0 0 0 0 0 1 1 0 0 0 1 0 1 0 0 0 0 0 AK AL AR CA CO CT DC FL GA ID IN KS KY LA MA MD ME MI MN MS ND NH NJ NM NY OK OR PA RI SC TN UT VA VT WA WI WV X JACQUELYN BRIGANCE 4792775728 702 SW 8TH ST BENTONVILLE AR 72716 X KATHLEEN MCLAUGHLIN TRUSTEE 0.20 40.00 X 0 0 0 RAY BOYLE TRUSTEE 0.20 40.00 X 0 0 0 KENNY KING TRUSTEE 0.20 40.00 X 0 0 0 CARYN LUBETSKY TRUSTEE 0.20 40.00 X 0 0 0 BOYCE SMITH TRUSTEE 0.20 40.00 X 0 0 0 KAREN CASEY TRUSTEE 0.20 40.00 X 0 0 0 MELANIE BELFORD TRUSTEE 0.20 40.00 X 0 0 0 CARMEN GONCALVES TRUSTEE 0.20 40.00 X 0 0 0 RUSS ROBERTSON TRUSTEE 0.20 40.00 X 0 0 0 DEL SLONEKER TRUSTEE 0.20 40.00 X 0 0 0 VANESSA SMITH TRUSTEE 0.20 40.00 X 0 0 0 SABRINA FREEMAN TRUSTEE 0.20 40.00 X 0 0 0 JULIE GEHRKI PRESIDENT 1.00 40.00 X X 0 0 0 GENO BELL TRUSTEE 0.20 40.00 X 0 0 0 DAVID HOKE TRUSTEE 0.20 40.00 X 0 0 0 SHADE AKANDE TRUSTEE 0.20 40.00 X 0 0 0 KABIR KUMAR VICE PRESIDENT/COO 1.00 40.00 X 0 0 0 TANYA FARAH FORMER TREASURER 1.00 40.00 X 0 0 0 JACQUELYN BRIGANCE TREASURER 1.00 40.00 X 0 0 0 SUSAN ROBERTS SECRETARY 1.00 40.00 X 0 0 0 LEE SILER FORMER ASST SECRETARY 1.00 40.00 X 0 0 0 BJ CROUCH ASST TREASURER 1.00 40.00 X 0 0 0 0 0 0 0 0 0 0 0 22304576 22304576 165090 165090 22469666 0 0 165090 417500 417500 4418265 4418265 100000 100000 4935765 4835765 100000 0 6856255 12682389 21803190 34124781 6269832 5654518 34929277 52461688 57888 62795 349184 342787 407072 405582 X 34353725 51831126 168480 224980 34522205 52056106 34929277 52461688 17533901 0 X X 0 1 X 0 0 X 15177890 10832390 16213888 15767947 22304576 80296691 15177890 10832390 16213888 15767947 22304576 80296691 44900324 35396367 12369 16190 29905 44133 165090 267687 80564378 0.43940 0.45320 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 168480 156500 100000 224980 178858 10378 168480 193863 168480 183485 178858 500000 306137 193863 500000 500000 0 0 0 23400171 930505 930505 22469666 0 22469666 5866270 930505 930505 4935765 0 4935765 PART V, LINE 4: ALL $224,980 OF THE FUNDS HELD AT THE END OF THE YEAR ARE RESTRICTED FOR THE PURPOSE OF DEFRAYING ANTICIPATED ADMINISTRATION EXPENSES. 1 WALMART PUERTO RICO ASSOCIATES IN CRITICAL NEED FUND CARR3 KM 152 BO CANOVANILLAS CAROLINA PR 00987 666029467 501(C)(3) 417500 TO PROVIDE FINANCIAL ASSISTANCE TO WALMART ASSOCIATES LOCATED IN PUERTO RICO WHO ARE EXPERIENCING FINANCIAL DISTRESS AS A RESULT OF HURRICANES IRMA AND MARIA OR GENERALLY DUE TO CIRCUMSTANCES OUTSIDE OF THEIR CONTROL WHICH CIRCUMSTANCES HAVE LEFT THEM IN A DIRE STATE OF FINANCIAL DISTRESS. 0 1 CASH RELIEF FOR ASSOCIATES IN VARIOUS CRITICAL NEED CIRCUMSTANCES, INCLUDING NATURAL DISASTER RELIEF. 4375 4418265 SCHEDULE I, PART I, LINE 2: THE ORGANIZATION MONITORS THE USE OF GRANT FUNDS TO INDIVIDUALS AND OTHER ORGANIZATIONS BY REQUIRING DOCUMENTATION THAT AN URGENT NEED EXISTS BEFORE GRANTS ARE FUNDED AND BY REMITTING GRANT FUNDS DIRECTLY TO THE RECIPIENTS IN SUCH A WAY THAT THE NEEDS MAY BE ADDRESSED IN AN EXPEDITIOUS MANNER. FOR GRANTS TO OTHER ORGANIZATIONS, THE OTHER ORGANIZATION IS CONTRACTUALLY OBLIGATED TO PROVIDE AN IMPACT REPORT AND FINANCIAL SUMMARY AT THE END OF THE GRANT PERIOD. WALMART INC SUBSTANTIAL CONTRIBUTOR SHORT-TERM FUNDING TO FACILITATE DISTRIBUTION OF GRANTS TO GRANTEES X 342787 342787 0 1 1 342787 FORM 990, PART VI, SECTION B, LINE 11B THE GOVERNING BODY RELIES TO AN EXTENT ON THE REVIEW PROCESS OF THE ORGANIZATION'S INDEPENDENT ACCOUNTANTS WHO PREPARE THE RETURN. THE GOVERNING BODY HAS MADE EXTENSIVE INQUIRIES OF THE INDEPENDENT ACCOUNTANTS AND HAS THUS BECOME COMFORTABLE WITH THEIR EXPERTISE IN FORM 990 PREPARATION. ADDITIONALLY, THE ORGANIZATION'S MANAGEMENT REVIEWS THE RETURN FOR THE ACCURACY AND COMPLETENESS OF ALL QUESTIONS AND AMOUNTS WITHIN THE RETURN. FORM 990, PART VI, SECTION B, LINE 12C EACH COVERED PERSON HAS A CONTINUING OBLIGATION TO DISCLOSE RELATIONSHIPS THAT COULD GIVE RISE TO A CONFLICT OF INTEREST WITH RESPECT TO A PROPOSED TRANSACTION. THE BOARD OF TRUSTEES OR ITS DESIGNEE SHALL DETERMINE IF A DISCLOSED RELATIONSHIP RESULTS IN A CONFLICT OF INTEREST AND DETERMINE A COURSE OF ACTION. ANY POTENTIAL CONFLICTS AND ACTIONS SHALL BE CONCLUSIVELY DOCUMENTED IN THE MINUTES OF THE BOARD MEETINGS. THE POLICY SHALL BE REVIEWED PERIODICALLY. FORM 990, PART VI, SECTION C, LINE 19 THE GOVERNING DOCUMENTS FOR THE WAL-MART ASSOCIATES IN CRITICAL NEED FUND ARE MADE AVAILABLE UPON REQUEST TO THE ACCOUNTING DEPARTMENT OF WALMART, INC. LOCATED AT: WALMART INC. 702 SW 8TH STREET MAIL STOP #1050 BENTONVILLE, AR 72716-0150 THE REQUEST MAY ALSO BE MADE BY PHONE AT (479) 277-1321. A NOMINAL FEE MAY BE CHARGED TO COVER COPYING COSTS. FORM 990, PART XII, LINE 2C: THE BOARD OF TRUSTEES ASSUMES RESPONSIBILITY FOR AUDIT OVERSIGHT AND SELECTION OF THE INDEPENDENT AUDITORS. THIS PROCESS HAS NOT CHANGED FROM THE PREVIOUS YEAR. WAL-MART FOUNDATION 702 SW 8TH STREET BENTONVILLE AR 72716 205639919 CHARITABLE - PRIVATE FOUNDATION AR 501(C)(3) PRIVATE FOUNDATION WALMART INC 0 THE WALMART PUERTO RICO ASSOCIATES IN CRITICAL NEED FUND CARR3 KM 152 BO CANOVANILLAS CAROLINA PR 00987 CHARITABLE - PUBLIC CHARITY PR 501(C)(3) PUBLIC CHARITY WALMART INC 0 WALMART INC 702 SW 8TH STREET BENTONVILLE AR 72716 RETAIL DE N/A C 0 0 1 1 0 1 0 0 0 0 0 0 0 0 1 1 1 0 1 0 WALMART INC C 7747777 CASH RECEIVED WALMART INC E 342787 NET UNREIMBURSED CASH RECEIVED WALMART INC N 6480 PERCENT ALLOCATION WALMART INC O 713875 PERCENT ALLOCATION WALMART INC P 202207 PERCENT ALLOCATION WALMART INC R 7943 INTEREST AT SHORT-TERM AFR THE WALMART PUERTO RICO ASSOCIATES IN CRITICAL NEED FUND B 417500 CASH PAID