Jerry H Walton Foundation
- Assets
- $10.2m
- Revenue
- $1.6m
- Investments
- $10.2m
- Employees
- 0
- Location
- Sedro Woolley, WA
- Founding
- 12/2011
- Data as of
- 12/2021
- EIN
- 45-3144785
Organization Overview
Jerry H Walton Foundation is located in Sedro Woolley, WA. The organization was established in 2011. According to its NTEE Classification (T22) the organization is classified as: Private Independent 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. Jerry H Walton Foundation 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, Jerry H Walton Foundation generated $1.6m in total revenue. This organization has experienced exceptional growth, as over the past 7 years, it has increased revenue by an average of 21.4% each year . All expenses for the organization totaled $493.5k during the year ending 12/2021. While expenses have increased by 5.8% per year over the past 7 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 2016, Jerry H Walton Foundation has awarded 221 individual grants totaling $2,029,250. 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 |
|---|---|---|---|
Terri Maik Executive Director | 40 | $87,000 | |
Randy Bode Vice President | 1 | $0 | |
Dennis Williams President | 1 | $0 | |
Joan Penney Secretary | 1 | $0 |
Financial Statements
| Statement of Revenue | |
|---|---|
| Contributions, Gifts, Grants & Similar | $364,000 |
| Interest on Savings | $0 |
| Dividends & Interest | $239,755 |
| Net Rental Income | $0 |
| Net Gain on Sale of Assets | $1,019,095 |
| Capital Gain Net Income | $1,019,095 |
| Net ST Capital Gain | $0 |
| Income Modifications | $0 |
| Profit on Inventory Sales | $0 |
| Other Income | $4,106 |
| Total Revenue | $1,626,956 |
| Statement of Expenses | |
|---|---|
| Compensation of officers, directors, trustees, etc | $87,000 |
| Other employee salaries and wages | $0 |
| Pension plans, employee benefits | $25,600 |
| Interest | $0 |
| Taxes | $8,647 |
| Depreciation | $0 |
| Occupancy | $0 |
| Travel, conferences, and meetings | $64 |
| Printing and publications | $0 |
| Other expenses | $2,219 |
| Total operating and administrative expenses | $189,015 |
| Contributions, gifts, grants paid | $304,500 |
| Total expenses and disbursements | $493,515 |
| Balance Sheet | |
|---|---|
| Cash—non-interest-bearing | $41,654 |
| 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 | $0 |
| Inventories for sale or use | $0 |
| Prepaid expenses and deferred charges | $0 |
| Net Investments - land, buildings, equipment | $0 |
| Investments—mortgage loans | $0 |
| Investments—other | $0 |
| Net Land, buildings, and equipment | $0 |
| Other assets | $0 |
| Total assets | $10,235,856 |
| 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, Jerry H Walton Foundation has awarded $357,500 in support to 34 organizations.
| Grant Recipient | Amount |
|---|---|
Anacortes, WA PURPOSE: FOR A NEW BUILDING IN SUPPORT OF PROVIDING HEALTHY LIVING, YOUTH DEVELOPMENT AND SOCIAL RESPONSIBILITY OPPORTUNITIES. | $25,000 |
UNITY CARE NW PURPOSE: FUNDS FOR A NEW PLACE WHERE HOMELESS CAN HAVE TO A HOT SHOWER, WASH THEIR CLOTHES, RECEIVE MEDICAL TREATMENT, RECUPERATE FROM A HEALTH EMERGENCY, AND GET CONNECTED TO ADDITIONAL SERVICES TO ACCESS PERMANENT HOUSING ALL IN ONE LOCATION. | $20,000 |
WHATCOM FAMILY YMCA PURPOSE: TO PROVIDE ACCESSIBLE CHILDCARE, FOOD DELIVERY, AND TEEN PROGRAMMING FOR AT-RISK TEENS. FUNDING FOR A NEW EARLY LEARNING CENTER. | $18,000 |
INTERFAITH COALITION PURPOSE: TO ENSURE THAT MORE HOMELESS FAMILIES HAVE SAFE PLACES TO BEGIN TURNING THEIR LIVES AROUND. | $15,000 |
LYDIA PLACE PURPOSE: CONSTRUCTION COSTS FOR HEART HOUSE, A NEW MULTIUSE FACILITY THAT WILL PROVIDE AFFORDABLE HOUSING AND CHILDCARE. | $15,000 |
COMMUNITY ACTION OF SKAGIT PURPOSE: TO HELP PEOPLE IMPROVE THEIR LIVES THROUGH EDUCATION, SUPPORT, AND DIRECT ASSISTANCE. EMERGENCY FUNDS TO HELP FLOOD VICTIMS IN SKAGIT COUNTY. | $15,000 |
Peer Organizations
| Organization Name | Assets | Revenue |
|---|---|---|
Bezos Family Foundation Seattle, WA | $130,746,152 | $60,417,966 |
Holland M Ware Charitable Foundation Eagle, ID | $219,618,856 | $24,900,954 |
Raikes Foundation Seattle, WA | $117,221,519 | $16,360,598 |
Aldarra Foundation Seattle, WA | $1,907,346 | $20,570,824 |
James F And Marion L Miller Foundation Portland, OR | $164,280,841 | $30,090,803 |
Gary E Milgard Family Foundation-Cari Tacoma, WA | $114,220,911 | $3,602,287 |
Samis Foundation Seattle, WA | $93,922,239 | $13,751,752 |
Greg Carr Foundation Inc Idaho Falls, ID | $40,032,587 | $6,894,106 |
The Russell Family Foundation Gig Harbor, WA | $102,077,149 | $6,093,203 |
Mckenzie River Gathering Foundation Portland, OR | $17,520,565 | $8,839,824 |
Gary E Milgard Family Foundation - Mark Tacoma, WA | $117,467,534 | $7,345,386 |
The Sarkowsky Family Charitable Foundation Seattle, WA | $565,957 | $3,012,734 |