Walton Family Foundation Inc
- Assets
- $5.6b
- Revenue
- $1.5b
- Investments
- $5.3b
- Employees
- 0
- Location
- Bentonville, AR
- Founding
- 02/1988
- Data as of
- 12/2021
- EIN
- 13-3441466
Organization Overview
Walton Family Foundation Inc is located in Bentonville, AR. The organization was established in 1988. According to its NTEE Classification (T20) the organization is classified as: Private Grantmaking Foundations, under the broad grouping of Philanthropy, Voluntarism & Grantmaking Foundations and related organizations. This organization is an independent organization and not affiliated with a larger national or regional group of organizations. Walton Family Foundation Inc is a 501(c)(3) and as such, is described as a "Charitable or Religous organization or a private foundation" by the IRS.
For the year ending 12/2021, Walton Family Foundation Inc generated $1.5b in total revenue. This represents relatively stable growth, over the past 4 years the organization has increased revenue by an average of 8.6% each year. All expenses for the organization totaled $789.9m during the year ending 12/2021. While expenses have increased by 17.7% per year over the past 4 years. They've been increasing with an increasing level of total revenue. You can explore the organizations financials more deeply in the financial statements section below.
Since 2020, Walton Family Foundation Inc has awarded 2,604 individual grants totaling $1,022,010,045. If you would like to learn more about the grant giving history of this organization, scroll down to the grant profile section of this page.
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Board, Officers & Key Employees
| Name (title) | Role | Hours | Compensation |
|---|---|---|---|
Name Not Listed Director | 4 | $0 |
Outside Vendors & Contractors
| Vendor Name (Service) | Service Year | Compensation |
|---|---|---|
Watershed Advisors Llc | 12/30/21 | $2,158,000 |
Goldman Sachs Asset Management | 12/30/21 | $1,936,100 |
Northern Trust | 12/30/21 | $1,967,268 |
General Atlantic Service Company | 12/30/21 | $1,896,469 |
Setanta Asset Management Limited | 12/30/21 | $1,240,824 |
Financial Statements
| Statement of Revenue | |
|---|---|
| Contributions, Gifts, Grants & Similar | $653,791,077 |
| Interest on Savings | $577,559 |
| Dividends & Interest | $274,128,601 |
| Net Rental Income | $0 |
| Net Gain on Sale of Assets | $536,485,325 |
| Capital Gain Net Income | $681,479,993 |
| Net ST Capital Gain | $0 |
| Income Modifications | $0 |
| Profit on Inventory Sales | $0 |
| Other Income | $18,683,541 |
| Total Revenue | $1,484,598,263 |
| Statement of Expenses | |
|---|---|
| Compensation of officers, directors, trustees, etc | $0 |
| Other employee salaries and wages | $29,405,220 |
| Pension plans, employee benefits | $0 |
| Interest | $1,461,655 |
| Taxes | $13,017,314 |
| Depreciation | $1,021,999 |
| Occupancy | $933,735 |
| Travel, conferences, and meetings | $305,191 |
| Printing and publications | $0 |
| Other expenses | $41,665,938 |
| Total operating and administrative expenses | $124,813,010 |
| Contributions, gifts, grants paid | $665,077,382 |
| Total expenses and disbursements | $789,890,392 |
| Balance Sheet | |
|---|---|
| Cash—non-interest-bearing | $772,593 |
| Savings and temporary cash investments | $0 |
| Net Accounts receivable | $0 |
| Net Pledges Receivable | $0 |
| Grants receivable | $0 |
| Receivables from Officers, Directors, or Controlling Persons | $0 |
| Net other notes and loans receivable | $208,542,306 |
| Inventories for sale or use | $0 |
| Prepaid expenses and deferred charges | $0 |
| Net Investments - land, buildings, equipment | $0 |
| Investments—mortgage loans | $0 |
| Investments—other | $5,341,028,709 |
| Net Land, buildings, and equipment | $12,950,475 |
| Other assets | $19,998,941 |
| Total assets | $5,583,293,024 |
| Accounts payable and accrued expenses | $0 |
| Grants payable | $0 |
| Deferred revenue | $0 |
| Loans and other payables to any current Officer, Director, or Controlling Person | $0 |
| Mortgages and other notes payable | $0 |
| Other liabilities | $0 |
| Total liabilities | $0 |
Grants Awarded
Over the last fiscal year, Walton Family Foundation Inc has awarded $525,807,688 in support to 1,196 organizations.
| Grant Recipient | Amount |
|---|---|
Bentonville, AR PURPOSE: TO SUPPORT THE ENDOWMENT OF ALICE L. WALTON FOUNDATION. | $135,000,000 |
Beaverton, OR PURPOSE: TO SUPPORT A LOCAL EDUCATION REFORM AGENDA ACROSS MATURE CITIES NATIONALLY. | $15,000,000 |
GRAND RIVER DAM AUTHORITY PURPOSE: TO CONSTRUCT A WHITEWATER PARK ON THE ILLINOIS RIVER LOCATED AT THE LAKE FRANCES SPILLWAY IN ADAIR COUNTY, OKLAHOMA. | $14,130,117 |
CHARTER FUND INC DBA CHARTER SCHOOL GROWTH FUND PURPOSE: TO SUPPORT THE CREATION AND EXPANSION OF HIGH-QUALITY CHARTER SCHOOLS AND CHARTER MANAGEMENT ORGANIZATIONS NATIONALLY. | $13,000,000 |
Oakland, CA PURPOSE: TO SERVE AS A R&D ENGINE FOR THE EDUCATION SECTOR. | $12,000,000 |
San Francisco, CA PURPOSE: TO SUPPORT PRIORITIES WITHIN THE OPPORTUNITY FUND | $10,000,000 |
Grants Recieved
Over the last fiscal year, we have identified 1 grants that Walton Family Foundation Inc has recieved totaling $15,000,000.
| Awarding Organization | Amount |
|---|---|
Town Branch Foundation Bentonville, AR PURPOSE: ILLINOIS RIVER WHITEWATER PARK (WOKA) AND ARKANSAS PARKS DELTA TRAIL | $15,000,000 |
Peer Organizations
| Organization Name | Assets | Revenue |
|---|---|---|
Walton Family Foundation Inc Bentonville, AR | $5,583,293,024 | $1,484,598,263 |
Charles And Lynn Schusterman Family Foundation Tulsa, OK | $2,674,316,552 | $872,930,911 |
Laura And John Arnold Foundation Houston, TX | $2,692,538,333 | $716,274,205 |
Michael & Susan Dell Foundation Austin, TX | $0 | $224,656,241 |
Arnall Family Foundation Inc Oklahoma City, OK | $11,371,239 | $12,792,638 |
Trousdale Foundation Inc Cleveland, TN | $157,578,588 | $76,137,385 |
Houston Endowment Inc Houston, TX | $2,683,938,862 | $265,655,014 |
J E And L E Mabee Foundation Inc Midland, TX | $754,241,961 | $130,151,698 |
Rainwater Charitable Foundation Fort Worth, TX | $856,887,520 | $46,265,349 |
Crawford Taylor Foundation St Louis, MO | $738,101,888 | $69,635,068 |
The Samuel Roberts Noble Foundation Ardmore, OK | $1,183,090,626 | $85,581,097 |
Kinder Foundation Houston, TX | $141,449,180 | $60,608,944 |