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Also known as: FOUNDATION
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Archie D & Bertha H Walker Foundation is a private corporation based in EXCELSIOR, MN. The foundation received its IRS ruling in 1954. It holds total assets of $9.1M. Annual income is reported at $2M. Total assets have grown from $4.5M in 2011 to $8.8M in 2023. The foundation is governed by 13 officers and trustees. According to its most recent filing, the foundation only makes contributions to preselected charitable organizations. Tax records are available from 2016 to 2023. Grantmaking is concentrated in Minnesota. According to available records, Archie D & Bertha H Walker Foundation has made 30 grants totaling $1.2M, with a median grant of $5K. The foundation has distributed between $287K and $582K annually from 2020 to 2023. Grantmaking activity was highest in 2022 with $582K distributed across 8 grants. Individual grants have ranged from $5K to $270K, with an average award of $39K. The foundation has supported 18 unique organizations. Grants have been distributed to organizations in Minnesota and Massachusetts and Wisconsin. Contributions to this foundation are tax-deductible.
Smallest Grant
$5K
Median Grant
$5K
Average Grant
$21K
Largest Grant
$209K
Based on 14 grants from the most recent 990-PF filing.
No program descriptions are available for this foundation. Many private foundations report program activities in their annual 990-PF filings — check the Tax Filings section below for the most recent filing.
Archie D & Bertha H Walker Foundation is a private foundation that provides grants to eligible organizations. Based on available records, the foundation has funded 30 grants. Its grantmaking reaches organizations primarily in MN, MA, WI.
Archie D & Bertha H Walker Foundation has distributed a total of $1.2M across 30 grants. The median grant size is $5K, with an average of $39K. Individual grants have ranged from $5K to $270K.
Archie D & Bertha H Walker Foundation typically selects its grantees rather than accepting unsolicited proposals.
Archie D & Bertha H Walker Foundation is headquartered in EXCELSIOR, MN. While based in MN, the foundation distributes grants to organizations across 3 states.
| Name | Title | Compensation | Benefits | Total |
|---|---|---|---|---|
| Lucinda Walker | VICE PRESIDE | $0 | $0 | N/A |
| Justin Gilmore | TRUSTEE | $0 | $0 | N/A |
| Herbert Motley Jr | TREASURER | $0 | $0 | N/A |
| Julia Lamb | TRUSTEE | $0 | $0 | N/A |
| Nancy Hauser | ASST. TREASU | $0 | $0 | N/A |
| Peter Money | TRUSTEE | $0 | $0 | N/A |
| Julia Gilmore | SECRETARY | $0 | $0 | N/A |
| Dana Mccannel | TRUSTEE | $0 | $0 | N/A |
| Anne Jones | ASST. SECRET | $0 | $0 | N/A |
| William Fitts | TRUSTEE | $0 | $0 | N/A |
| James Heron | PRESIDENT | $0 | $0 | N/A |
| Teri Motley | TRUSTEE | $0 | $0 | N/A |
| Daniel Walker | TRUSTEE | $0 | $0 | N/A |
Total Giving
$501K
Total Assets
$8.8M
Fair Market Value
$8.8M
Net Worth
$8.7M
Grants Paid
$308K
Contributions
N/A
Net Investment Income
$576K
Distribution Amount
$404K
Total: $8.7M
Total Grants
30
Total Giving
$1.2M
Average Grant
$39K
Median Grant
$5K
Unique Recipients
18
Most Common Grant
$5K
of 2023 grantees were first-time recipients
| Recipient | Location | Amount | Year |
|---|---|---|---|
| Grants Under 5000CHARITABLE | Excelsior, MN | $270K | 2023 |
| Fine Arts Work Ctr In ProvincetownCHARITABLE | Provincetown, MA | $8K | 2023 |
| The Park Theater CompanyCHARITABLE | St Louis Park, MN | $6K | 2023 |
| Sweet Potato Comfort PieCHARITABLE | Golden Valley, MN | $5K | 2023 |
| Jeremiah Program - RochesterCHARITABLE | Rochester, MN | $5K | 2023 |
| United Theological SeminaryCHARITABLE | New Brighton, MN | $5K | 2023 |
| Wallin Education PartnersCHARITABLE | Minneapolis, MN | $5K | 2023 |
| Friends Of The Hennepin Cty LibraryCHARITABLE | Minneapolis, MN | $5K | 2023 |
| Nexus Community PartnersCHARITABLE | St Paul, MN | $8K | 2020 |
| Youth Services BureauCHARITABLE | Cottage Grove, MN | $6K | 2020 |
| Minnesota Humanities CenterCHARITABLE | St Paul, MN | $5K | 2020 |
| People IncorporatedCHARITABLE | Eagan, MN | $5K | 2020 |
| Rs EdenCHARITABLE | Minneapolis, MN | $5K | 2020 |
| Alano Society Of MinneapolisCHARITABLE | Minneapolis, MN | $5K | 2020 |
| Ascension Place Of Haven HousingCHARITABLE | Minneapolis, MN | $5K | 2020 |
| Illusion Theater And SchoolCHARITABLE | Minneapolis, MN | $5K | 2020 |
| St Croix River AssociationCHARITABLE | St Croix Falls, WI | $5K | 2020 |
| Walker Methodist FoundationCHARITABLE | Minneapolis, MN | $5K | 2020 |