BENTONVILLE, AR
Walton Family Foundation Inc.
Quick Facts
- EIN
- 133441466
- Location
- BENTONVILLE, AR
- Category
- Philanthropy & Grantmaking
- Total Assets
- $6.1B
- Annual Income
- $1.7B
- IRS Ruling Year
- 1988
- Organization Type
- Corporation
- Principal Officer
- % Cravath Swaine And Moore
- Tax Deductibility
- Contributions are deductible
About This Foundation
Walton Family Foundation Inc. is a private corporation based in BENTONVILLE, AR. The foundation received its IRS ruling in 1988. The principal officer is % Cravath Swaine And Moore. It holds total assets of $6.1B. Annual income is reported at $1.7B. The foundation operates in the area of philanthropy & grantmaking. Contributions to this foundation are tax-deductible.
View 990 FilingsFinancial Overview
Total Giving
$801.2M
2023+16%
Total Assets
$5.7B
2023+0%
Fair Market Value
$7.1B
2023
Net Worth
$5.7B
2023
Grants Paid
$641.3M
2023
Contributions
$569.8M
2023
Net Investment Income
$295.8M
2023
Distribution Amount
$349.2M
2023
Total Giving by Year
$500.8M
11$441.2M
12$336M
13$388.5M
14$412.1M
15$591.7M
19$840.2M
20$789.9M
21$692.1M
22$801.2M
23Asset Growth
$1.3B
11$1.5B
12$1.8B
13$2B
14$2.7B
15$4.2B
19$4.9B
20$5.6B
21$5.7B
22$5.7B
23Investment Portfolio (2023)
Total: $0
Other Investments: $5.4B
Cash: $4.4M
Other Investments (100%)
Cash (0%)
Expense Breakdown (2023)
Grants Paid$641.3M
Interest$7.1M
Pension & Benefits$6.4M
Officer Compensation$2.2M
Travel & Conferences$1.2M
Occupancy$1.1M
Depreciation$579K
Legal Fees$530K
Accounting Fees$11K
Revenue Sources (2023)
- Contributions
- $569.8M
- Dividends
- $153.1M
- Capital Gains (Net)
- $106.3M
- Other Income
- $43M
Financial Details (2023)
- Total Revenue
- $872.2M
- Total Expenses
- $801.2M
- Exempt Purpose Expenses
- $677.9M
- Required Distribution
- $349.2M
- Undistributed Income
- $0
- Total Liabilities
- $1
- Excise Tax
- $4.1M
Foundation Classification (2023)
Operating FoundationGrants to IndividualsNon-Charity GrantsLobbying ActivityExcess Business Holdings
990-PF Filings
| Tax Period | Return Type | View |
|---|---|---|
| 2023-12 | 990PF | View Filing |
| 2022-12 | 990PF | View Filing |
| 2021-12 | 990PF | View Filing |
| 2020-12 | 990PF | View Filing |
Filings sourced from IRS e-file index. View all on ProPublica
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