CECIL I WALKER MACHINERY CO CHARITABLE TRUST: Form 990PF, tax year 2025
View the entire original 990 at ProPublica ↗
- Organization
- CECIL I WALKER MACHINERY CO CHARITABLE TRUST (EIN 55-6050733)
- Tax period
- 2025-06-01 to 2026-05-31
- Filed
- 2026-07-28
- IRS object ID
- 202632099349100328
- Schema version
- 2025v4.1
- 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
- Investments Corp Bonds Schedule
- Investments Other Schedule2
- Other Decreases Schedule
- Other Increases Schedule
- Substantial Contributors Sch
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2026-07-28T15:01:39-05:00 | ReturnTs |
| Tax Period End | 2026-05-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 346565596 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ERNST & YOUNG US LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 40 WESTMINSTER ST STE 800 | AddressLine1Txt |
| City | PROVIDENCE | CityNm |
| State Abbreviation | RI | StateAbbreviationCd |
| ZIP | 02903 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2025-06-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 556050733 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CECIL I WALKER CHARITABLE TR | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | WALK | BusinessNameControlTxt |
| Phone | 3043487243 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 919798 | AddressLine1Txt |
| City | ORLANDO | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 328919798 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | TRUIST BANK | PersonNm |
| Person Title | DIRECTOR | PersonTitleTxt |
| Phone | 3043487243 | PhoneNum |
| Signature | 2026-07-15 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | RICHARD RALEIGH | PreparerPersonNm |
| PTIN | P00382844 | PTIN |
| Phone | 4014573839 | PhoneNum |
| Preparation | 2026-07-15 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2025 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $8,403,991 | FMVAssetsEOYAmt |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $3,021,032 | ContriRcvdRevAndExpnssAmt |
| Dividends Rev And Expnss | $146,103 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $145,748 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $185,234 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $3,421,185 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $185,234 | CapGainNetIncmNetInvstIncmAmt |
| Net ST Capital Gain Adj Net Incm | $0 | NetSTCapitalGainAdjNetIncmAmt |
| Total Rev And Expnss | $3,352,369 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $330,982 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $34,090 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $17,045 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $17,045 | CompOfcrDirTrstDsbrsChrtblAmt |
| Oth Empl Slrs Wgs Net Invst Incm | $0 | OthEmplSlrsWgsNetInvstIncmAmt |
| Oth Empl Slrs Wgs Adj Net Incm | $0 | OthEmplSlrsWgsAdjNetIncmAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $0 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Pension Empl Bnft Net Invst Incm | $0 | PensionEmplBnftNetInvstIncmAmt |
| Pension Empl Bnft Adj Net Incm | $0 | PensionEmplBnftAdjNetIncmAmt |
| Legal Fees Dsbrs Chrtbl | $0 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $1,500 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $0 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $1,500 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Interest Dsbrs Chrtbl | $0 | InterestDsbrsChrtblAmt |
| Taxes Rev And Expnss | $5,964 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $824 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Deprec And Dpltn Rev And Expnss | $0 | DeprecAndDpltnRevAndExpnssAmt |
| Deprec And Dpltn Net Invst Incm | $0 | DeprecAndDpltnNetInvstIncmAmt |
| Trav Conf Meeting Net Invst Incm | $0 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Adj Net Incm | $0 | TravConfMeetingAdjNetIncmAmt |
| Printing And Pub Net Invst Incm | $0 | PrintingAndPubNetInvstIncmAmt |
| Printing And Pub Adj Net Incm | $0 | PrintingAndPubAdjNetIncmAmt |
| Tot Opr Expenses Rev And Expnss | $41,554 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $17,869 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $18,545 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $365,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $365,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $406,554 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $17,869 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $383,545 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $2,945,815 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $313,113 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $171,233 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $141,476 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $141,476 | SavAndTempCashInvstEOYFMVAmt |
| Acct Rcvbl EOY | $0 | AcctRcvblEOYAmt |
| Acct Rcvbl EOYFMV | $0 | AcctRcvblEOYFMVAmt |
| Other Rcvbl Allwnc Dbtfl Acct | $0 | OtherRcvblAllwncDbtflAcctAmt |
| Corporate Bonds BOY | $948,020 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $585,970 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $585,741 | CorporateBondsEOYFMVAmt |
| Other Investments BOY | $3,235,777 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $6,571,535 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $7,676,774 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $4,355,030 | TotalAssetsBOYAmt |
| Total Assets EOY | $7,298,981 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $8,403,991 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $4,355,030 | CapitalStockBOYAmt |
| Capital Stock EOY | $7,298,981 | CapitalStockEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $4,355,030 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $7,298,981 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $4,355,030 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $7,298,981 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $4,355,030 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $2,945,815 | ExcessRevenueOverExpensesAmt |
| Other Increases | $778 | OtherIncreasesAmt |
| Subtotal | $7,301,623 | SubtotalAmt |
| Other Decreases | $2,642 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $7,298,981 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (62 entries)
| PropertyPropertyDesc | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | AcquiredAcquiredDt | How AcquiredHowAcquiredCd |
|---|---|---|---|---|---|---|---|
| 650. VANGUARD RUSSELL 1000 GROWTH ETF | 2025-06-02 | $67,156 | $60,328 | $6,828 | $6,828 | ||
| 242. VANGUARD RUSSELL 1000 GROWTH ETF | 2025-06-02 | $25,003 | $19,051 | $5,952 | $5,952 | 2024-01-12 | |
| 2233.153 DFA US SMALL CAP PORTFOLIO | 2025-06-03 | $104,623 | $87,294 | $17,329 | $17,329 | 2023-05-22 | |
| 5029.784 GOLDMAN SACHS GQP PRT INTL-R6 | 2025-06-03 | $112,265 | $105,903 | $6,362 | $6,362 | ||
| 2976. STTE STRT SPDR BLMBRG 1-3 MTH T-BILL | 2025-07-08 | $272,319 | $272,315 | $4 | $4 | 2025-04-07 | |
| 918.543 ARTISAN INTL VALUE FUND-INS | 2025-12-23 | $49,546 | $43,557 | $5,989 | $5,989 | 2025-04-09 | |
| 3049.941 ARTISAN INTL VALUE FUND-INS | 2025-12-23 | $164,514 | $132,520 | $31,994 | $31,994 | 2023-05-22 | |
| 3931.19 EATON VANCE-ATLANTA SMID-R6 | 2025-12-23 | $148,520 | $135,783 | $12,737 | $12,737 | 2023-05-22 | |
| 1420. ISHARES CORE TOTAL US BOND MKT ETF | 2025-12-30 | $142,044 | $140,793 | $1,251 | $1,251 | ||
| 1119.931 COHEN & STEERS REALTY SHARES INSTITUTION | 2026-01-27 | $54,451 | $49,668 | $4,783 | $4,783 | 2023-07-20 | |
| 589. ISHARES BARCLAYS 7-10 YR TREASURY BD | 2026-04-07 | $55,976 | $56,796 | -$820 | -$820 | 2025-12-30 | |
| 2025. ISHARES BARCLAYS 7-10 YR TREASURY BD | 2026-04-07 | $192,448 | $196,496 | -$4,048 | -$4,048 | 2025-04-04 | |
| 778. ISHARES S&P 500 VALUE ETF | 2026-04-09 | $168,081 | $135,022 | $33,059 | $33,059 | 2024-01-12 | |
| 2238. VANGUARD FTSE DEVELOPED MARKETS ETF | 2026-04-09 | $149,686 | $125,202 | $24,484 | $24,484 | ||
| 215.315 FULLERTHALER BEHAVIORAL SMID COR-R6 | 2026-05-07 | $9,700 | $9,644 | $56 | $56 | 2026-04-09 | |
| 1111.612 DFA INTERNATIONAL CORE EQUITY 2 | 2026-05-07 | $24,600 | $24,289 | $311 | $311 | 2026-04-09 | |
| 4984.326 DODGE & COX INCOME FUND | 2026-05-07 | $63,600 | $64,497 | -$897 | -$897 | 2024-09-26 | |
| 470.229 HARTFORD DVDND & GRWTH-F | 2026-05-07 | $16,900 | $16,195 | $705 | $705 | 2026-04-09 | |
| 79. ISHARES CORE S&P 500 ETF | 2026-05-07 | $57,946 | $53,547 | $4,399 | $4,399 | 2026-04-09 | |
| 347. ISHARES CORE TOTAL US BOND MKT ETF | 2026-05-07 | $34,318 | $34,443 | -$125 | -$125 | 2026-04-09 | |
| 214. ISHARES 20+ YEAR TREASURY BOND ETF | 2026-05-07 | $18,319 | $18,774 | -$455 | -$455 | 2025-12-30 | |
| 196. ISHARES BARCLAYS 1-3 YR TREASURY BD | 2026-05-07 | $16,113 | $16,153 | -$40 | -$40 | 2026-04-09 | |
| 80. ISHARES CORE MSCI EMERGING MKTS ETF | 2026-05-07 | $6,517 | $5,899 | $618 | $618 | 2026-01-27 | |
| 109. VANGUARD FTSE DEVELOPED MARKETS ETF | 2026-05-07 | $7,594 | $6,042 | $1,552 | $1,552 | 2025-05-29 | |
| 261. VANGUARD INSTL INDEX ETF | 2026-05-07 | $19,700 | $19,709 | -$9 | -$9 | 2026-04-09 | |
| 250. VANGUARD RUSSELL 1000 GROWTH ETF | 2026-05-07 | $31,510 | $28,352 | $3,158 | $3,158 | 2026-04-09 | |
| 102. VANGUARD RUSSELL 1000 VALUE ETF | 2026-05-07 | $10,367 | $9,932 | $435 | $435 | 2026-04-09 | |
| 88. VANGUARD INDEX FD MID-CAP ETF | 2026-05-07 | $6,795 | $6,546 | $249 | $249 | 2026-04-09 | |
| 4484. ISHARES CORE TOTAL US BOND MKT ETF | 2026-05-15 | $439,468 | $445,043 | -$5,575 | -$5,575 | ||
| 4260. ISHARES CORE TOTAL US BOND MKT ETF | 2026-05-15 | $417,514 | $421,400 | -$3,886 | -$3,886 | ||
| 6558. VANGUARD INSTL INDEX ETF | 2026-05-15 | $495,497 | $494,758 | $739 | $739 | ||
| CAPITAL GAIN DIVIDENDS | $38,095 | P | |||||
| CAPITAL GAIN DIVIDENDS | $38,095 | P | |||||
| CAPITAL GAIN DIVIDENDS | $38,095 | P | |||||
| CAPITAL GAIN DIVIDENDS | $38,095 | P | |||||
| CAPITAL GAIN DIVIDENDS | $38,095 | P | |||||
| CAPITAL GAIN DIVIDENDS | $38,095 | P | |||||
| CAPITAL GAIN DIVIDENDS | $38,095 | P | |||||
| CAPITAL GAIN DIVIDENDS | $38,095 | P | |||||
| CAPITAL GAIN DIVIDENDS | $38,095 | P | |||||
| CAPITAL GAIN DIVIDENDS | $38,095 | P | |||||
| CAPITAL GAIN DIVIDENDS | $38,095 | P | |||||
| CAPITAL GAIN DIVIDENDS | $38,095 | P | |||||
| CAPITAL GAIN DIVIDENDS | $38,095 | P | |||||
| CAPITAL GAIN DIVIDENDS | $38,095 | P | |||||
| CAPITAL GAIN DIVIDENDS | $38,095 | P | |||||
| CAPITAL GAIN DIVIDENDS | $38,095 | P | |||||
| CAPITAL GAIN DIVIDENDS | $38,095 | P | |||||
| CAPITAL GAIN DIVIDENDS | $38,095 | P | |||||
| CAPITAL GAIN DIVIDENDS | $38,095 | P | |||||
| CAPITAL GAIN DIVIDENDS | $38,095 | P | |||||
| CAPITAL GAIN DIVIDENDS | $38,095 | P | |||||
| CAPITAL GAIN DIVIDENDS | $38,095 | P | |||||
| CAPITAL GAIN DIVIDENDS | $38,095 | P | |||||
| CAPITAL GAIN DIVIDENDS | $38,095 | P | |||||
| CAPITAL GAIN DIVIDENDS | $38,095 | P | |||||
| CAPITAL GAIN DIVIDENDS | $38,095 | P | |||||
| CAPITAL GAIN DIVIDENDS | $38,095 | P | |||||
| CAPITAL GAIN DIVIDENDS | $38,095 | P | |||||
| CAPITAL GAIN DIVIDENDS | $38,095 | P | |||||
| CAPITAL GAIN DIVIDENDS | $38,095 | P | |||||
| CAPITAL GAIN DIVIDENDS | $38,095 | P |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $185,234 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $4,352 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $4,352 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $4,352 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $4,705 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Total Payments And Credits | $4,705 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $353 | OverpaymentAmt |
| Applied To ES Tax | $353 | 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 | WV | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (true) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | false | PrivateOperatingFoundationInd |
| New Substantial Contributors | Yes (true) | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | TRUIST BANK | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 3043487243 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 919798 | AddressLine1Txt |
| City | ORLANDO | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 328919798 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | false | ForeignAccountsQuestionInd |
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 | false | 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 | false | GrantsToOrganizationsInd |
| Noncharitable Purpose | false | NoncharitablePurposeInd |
| 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 (5 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt |
|---|---|---|---|---|---|---|
| TRUIST BANK | ||||||
| PO BOX 919798 | ORLANDO | FL | 32891 | TRUSTEE | 1 | $34,090 |
| RICHARD B WALKER | ||||||
| PO BOX 1026 | HURRICANE | WV | 25526 | ADVISORY COMMITTEE MEMBER | 0 | $0 |
| D STEPHEN WALKER | ||||||
| BOX 1070 5000 GASPARILLA MM40 | BOCA GRANDE | FL | 33921 | ADVISORY COMMITTEE MEMBER | 0 | $0 |
| MICHAEL S WALKER | ||||||
| 85 ANCHORS COVE | CHARLESTON | WV | 25302 | ADVISORY COMMITTEE MEMBER | 0 | $0 |
| CECIL P WALKER | ||||||
| 1617 KIRKLEE ROAD | CHARLESTON | WV | 25314 | ADVISORY COMMITTEE MEMBER | 0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Summary Of Direct Chrtbl Acty | SummaryOfDirectChrtblActyGrp | |
| Sum Of Program Related Invst | SumOfProgramRelatedInvstGrp |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $5,426,525 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $192,234 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $5,618,759 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $5,618,759 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $84,281 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $5,534,478 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $276,724 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $276,724 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $4,352 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $4,352 | TotalTaxAmt |
| Distributable Before Adj | $272,372 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $272,372 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $272,372 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $383,545 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Charitable Assets Acquis Paid | $0 | CharitableAssetsAcquisPaidAmt |
| Set Aside Suitability Test | $0 | SetAsideSuitabilityTestAmt |
| Set Aside Cash Distri Test | $0 | SetAsideCashDistriTestAmt |
| Qualifying Distributions | $383,545 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $272,372 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $0 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $0 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $371,225 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $124,220 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $129,885 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $625,330 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $383,545 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $272,372 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $111,173 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $736,503 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| 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 | $736,503 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $0 | ExcessFromYear4Amt |
| Excess From Year3 | $371,225 | ExcessFromYear3Amt |
| Excess From Year2 | $124,220 | ExcessFromYear2Amt |
| Excess From Year1 | $129,885 | ExcessFromYear1Amt |
| Excess From Current Year | $111,173 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (15 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusCd | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Business Name Line2RecipientBusinessName/BusinessNameLine2Txt |
|---|---|---|---|---|---|---|---|---|
| WEST VIRGINIA UNIVERSITY FOUNDTION | ||||||||
| PO BOX 1650 | CHARLESTON | WV | 25301 | NONE | PC | GENERAL OPERATING | $10,000 | |
| FUND FOR THE ARTS | ||||||||
| PO BOX 11214 | CHARLESTON | WV | 25301 | NONE | PC | GENERAL OPERATING | $40,000 | |
| WEST VIRGINIA SYMPHONY ORCHESTRA | ||||||||
| 4700 MACCORKLE AVE SE STE 101 | CHARLESTON | WV | 25304 | NONE | PC | GENERAL OPERATING | $35,000 | |
| THE KANAWHA CHARLESTON | ||||||||
| 1248 GREENBRIER ST | CHARLESTON | WV | 25311 | NONE | PC | GENERAL OPERATING | $25,000 | HUMANE ASSOCIATION |
| THE CHARLESTON LIGHT OPERA GUILD | ||||||||
| PO BOX 1762 | CHARLESTON | WV | 25326 | NONE | PC | GENERAL OPERATING | $5,000 | |
| ST FRANCES ANIMAL CENTER | ||||||||
| 125 N RIDGE ST | GEORGETOWN | SC | 29440 | NONE | PC | GENERAL OPERATING | $30,000 | |
| BASILICA OF THE CO-CATHEDRAL OF THE | ||||||||
| 1114 VIRGINIA ST E | CHARLESTON | WV | 25301 | NONE | PC | GENERAL OPERATING | $35,000 | SACRED HEART THE VERY REVEREND DONALD X |
| THE CHARLESTON CHAMBER MUSIC | ||||||||
| PO BOX 641 | CHARLESTON | WV | 25323 | NONE | PC | GENERAL OPERATING | $10,000 | SOCIETY |
| BUCKSKIN COUNCIL | ||||||||
| 2829 KANAWHA BLVD E | CHARLESTON | WV | 25311 | NONE | PC | GENERAL OPERATING | $10,000 | |
| UNIVERSITY OF CHARLESTON | ||||||||
| 2300 MACCORKLE AVE SE | CHARLESTON | WV | 25304 | NONE | PC | GENERAL OPERATING | $65,000 | |
| GIRL SCOUTS OF BLACK DIAMOND COUNCIL | ||||||||
| 321 VIRGINIA ST W | CHARLESTON | WV | 25302 | NONE | PC | GENERAL OPERATING | $25,000 | |
| WV INDEPENDENT COLLEGES & | ||||||||
| PO BOX 7058 | CHARLESTON | WV | 25356 | NONE | PC | GENERAL OPERATING | $10,000 | UNIVERSITIES INC |
| CLAY CENTER FOR THE ARTS & SCIENCES | ||||||||
| ONE CLAY SQUARE | CHARLESTON | WV | 25301 | NONE | PC | GENERAL OPERATING | $30,000 | |
| WV STATE UNIVERSITY FOUNDATION | ||||||||
| CAMPUS BOX 196 PO BOX 1000 | INSTITUTE | WV | 251121000 | NONE | PC | GENERAL OPERATING | $10,000 | |
| REA OF HOPE FELLOWSHIP HOME INC | ||||||||
| 1429 LEE ST E | CHARLESTON | WV | 25301 | NONE | PC | GENERAL OPERATING | $25,000 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $365,000 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fees Contracts From Govt Ag | FeesContractsFromGovtAgGrp | |
| Membership Dues And Assmnt | MembershipDuesAndAssmntGrp | |
| Int On Sav And Temp Cash Invst | IntOnSavAndTempCashInvstGrp |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $146,103 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Rntl Incm Re Debt Fincd Prop | NetRntlIncmReDebtFincdPropGrp | |
| Net Rntl Incm Re Not Debt Fincd Prop | NetRntlIncmReNotDebtFincdProp | |
| Net Rental Income Personal Prop | NetRentalIncomePersonalPropGrp | |
| Other Investment Income | OtherInvestmentIncomeGrp |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $185,234 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Income Loss From Special Evt | NetIncomeLossFromSpecialEvtGrp | |
| Gross Profit Loss Sls Of Invntry | GrossProfitLossSlsOfInvntryGrp |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $331,337 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $331,337 | TotalIncomeProducingActyAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Rln Of Acty To Accom Of Exmpt Prps | RlnOfActyToAccomOfExmptPrpsGrp |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | false | 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 |
| 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
| Contributor Person | RICHARD B WALKER IRA 1687 | ContributorPersonNm |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 919798 | AddressLine1Txt |
| City | ORLANDO | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 328919798 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $3,021,032 | TotalContributionsAmt |
| Person Contribution | Yes (X) | PersonContributionInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | TAX PREPARATION FEE (NON-ALLOC | CategoryTxt |
| Amt | $1,500 | Amt |
| Disbursements Charitable Prps | $1,500 | DisbursementsCharitablePrpsAmt |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp (3 entries)
| BondBondNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| 464287226 ISHARES CORE US AGGR | ||
| 464287432 ISHARES 20+ YEAR TRE | $585,970 | $585,741 |
| 464287440 ISHARES 7-10 YEAR TR |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (19 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| 04314H857 ARTISAN INTERNATIONA | |||
| 233203843 DFA US SMALL CAP POR | |||
| 256210105 DODGE & COX INCOME F | AT COST | $1,578,676 | $1,599,426 |
| 277902235 EATON VANCE ATLANTA | |||
| 38147N269 GOLDMAN SACHS GQG PA | |||
| 41664T669 HARTFORD DIVIDEND & | AT COST | $382,021 | $434,671 |
| 464287200 ISHARES CORE S&P 500 | AT COST | $946,562 | $1,499,579 |
| 92206C680 VANGUARD RUSSELL 100 | AT COST | $555,343 | $826,774 |
| 19247U106 COHEN & STEERS INSTI | |||
| 464287408 ISHARES S&P 500 VALU | |||
| 78468R663 SPDR BLOOMBERG 1-3 M | |||
| 921943858 VANGUARD FTSE DEVELO | AT COST | $142,885 | $195,932 |
| 14064D451 FULLERTHALER BEHAVIO | AT COST | $208,423 | $243,453 |
| 233203371 DFA INTERNATIONAL CO | AT COST | $565,218 | $622,089 |
| 464287457 ISHARES BARCLAYS 1-3 | AT COST | $777,537 | $778,147 |
| 46434G103 ISHARES CORE MSCI EM | AT COST | $147,235 | $167,608 |
| 72201F490 PIMCO INCOME FD | AT COST | $855,315 | $867,306 |
| 92206C714 VANGUARD RUSSELL 100 | AT COST | $249,377 | $267,445 |
| 922908629 VANGUARD INDEX FUND | AT COST | $162,943 | $174,344 |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail (3 entries)
| DescDesc | AmtAmt |
|---|---|
| 2025 TRANSACTIONS POSTED IN 2026 | $2,182 |
| RETURN OF CAPITAL ADJUSTMENT | $455 |
| ROUNDING | $5 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | 2024 TRANSACTIONS POSTED IN 2025 | Desc |
| Amt | $778 | Amt |
Substantial Contributors Sch SubstantialContributorsSch
Substantial Contributor Detail SubstantialContributorDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | RICHARD B WALKER IRA 1687 | PersonNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 919798 | AddressLine1Txt |
| City | ORLANDO | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 328919798 | ZIPCd |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (4 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FEDERAL TAX PAYMENT - PRIOR YE | $435 | $0 | $0 |
| FEDERAL ESTIMATES - PRINCIPAL | $4,705 | $0 | $0 |
| FOREIGN TAXES ON QUALIFIED FOR | $687 | $687 | $0 |
| FOREIGN TAXES ON NONQUALIFIED | $137 | $137 | $0 |
Comments