990-pf of… · final return address chanqe lnitial return of a former public charity amended...

,"., 990-PF I OMB No. 1545-00s2W@Department of the Treasury

lnternal Revenue Service

Return of Private Foundationor Section 4947(al(l) Trust Treated as Private Foundation

Þ Do not enter social security numbers on this form as it may be made public.Þ lnformation about Form 990-PF and its instructions is at www.irs.gov/formggOpf ,

For calendar 2015 or lax

Section 4947 non

201 and 20A Employer ¡dentif¡cation number

t3-3441"466B Telephone number (see instructions)

(4'19) 464-r57 0

C lf exempt¡on application ispending,checkhere. . .

D 1, Foreign organizations, check here

2. Foreign organ¡zãtions meeting the85% test, check here and attachcomputation

E lf private foundation status was lerm¡nated

under section 507(bX1XA), check here . ÞF lf the foundation is ¡n a 6o-month term¡nation

under seclion 507(bXlXB), check here . >

Name of foundation

WALTON FAMTTY FOUNDATTON, TNC.Number and street (or P.O. box number if ma¡l is not delivered to street address)

P. O. BOX l-8 60City or town, state or province, country, and ZIP or foreign postal code

BENTONVTLLE, AR -127T2

G Check all that apply:

H Check type of organization Section 501( 3 exem pt private foundationc

charitable trust Other taxableI Fair market value of all assets at

end of year (from Part ll, col. (c), line3,I39,570,977.1

.sEï¡T'tro

c

column

Paperwork Reduction Act Notice, see instructions.ooo 4PNooR B41B

(d) Disbursementsfor charitable

purposesbasis on

AfCH 1TCH 2

10,06

579,790.

9,736,72

470,498.1_,

,958.

22, 687 ,439 .

3 ,4396,2

Room/suite

lnitial returnFinal returnAddress chanqe

lnitial return of a former public charityAmended returnName chanqe

X

X Accrual

must be on cash

Cash

column

methodOther (specify)

(a) Revenue andexpenses per

books

(b) Net investmenttncome

(c) Adjusted netincome

848,890,855

306,457 306 | 45'7 .

73,009,349 73,009,348.63 63

r45,2L8,934

L45,2r8 , 934 .

-I, 601 , 426. 715, 644 .

grants, etc., received (attach schedule)if the foundation is not requ¡red toattach Sch. B.

3 lnterest on savings and temporarycash investments.

4 Dividends and interest from securities

5a Gross rents

6a Net gain or (loss) from sale ofassets not on line 10

Capital gain net income (from Part lV, line 2)

Net short-term capital gain.

Gross profit or (loss) (attach schedule) . . .

Other income (attach schedule) ATÇH. 3.Total. Add lines '1 throuqh 11 . . . . . .

1

2

7

I901

b Net rental income or (loss)

b Gross sales price for all 54L, L32 ,27 9 .assels on line 6a

Check )

lncome modifications ,a Gross sales less returns

and allowances

b Less: Cost ofgoods sold

c

'11

12 1,065,81_8,23L, 2L9 ,250 , 4461_0 ,06r t7 62 ,

579,780.

12t-722,00'7. 2,985,285 .

L32, 61 0 . I32, 67 0 .6, 955 ,845 . 1,7 02 , 066 .

228t973.4't0,498.

I t 062, 110 .

6,334, 67 2 . 5,563,714.

38 ,549 ,3L'7 . l_0,383 t735.3't 3, 533, 4?.1,

13

't415

16a

b

c

17

18

19

20

2'l

22

23

24

Compensation of officers, directors, trustees, etc. . .

Other employee salaries and wages

Pension plans, employee benefits

Legal fees (attach schedule) êTçIi .4. . . .

Accounting fees (attach schedule)

Other professional fees (attach schedule). t5 J

lnterest. ATÇH.6....Taxes (attach schedule) (see instructions)l 7 J.

Depreciation (attach schedule) and depletion.

Occupancy

Travel, conferences, and meetings

Printing and publications . . .

Other expenses (attach schedule)AÏCH .8.

Total operating and administrat¡ve expenses.

Add lines'1 3 through 23. . .

Contributions, gifts, grants paid

Tolel êxoênsês and d¡sbùrsemênts. Acl d linês 24 ànd 25

25

26 4t2,Ogtt73g. 10r 383r 735 0

653t736,493208 ,866,'71_1. .

27 Subtract line 26 from line 12:

a Excess of revenuè over expenses and d¡sbursements , .

b Net investment income (if negative, enter -0-)

c Adiusted net income (if neqative. enter -0-).

Part I

JSA For5E'1410 1 v 15-7F

Form 0-PF lzors¡

ffiqlIRS

We approved the Form 8868 for your

December 31, 201 5 Fonr 990PF.

Your new due date is November 1 5, 2016.

Notice cP21 1A

Tax period December 3i, 2015

Notice date September 5,2016Employer lD number 13-3441466

Phone 1 -877-829-5500

FAX 801-620-5555

What you need to do

File your December 31, 2015 Form 990PF.by November 15, 2016. We encourage you

to use electronic filing-the fastest and easiest way to file.

Visit www.irs.govlcharities to learn about approved e-File providers, what types of

returns can be filed electronically, and whether you are required to file electronically.

Department of Treasurylnternal Revenue Service

0gden UT 84201

¿t'.L".7q.-_:Æ.-{ta:W-r',2

To contact us

083148.537348.39508-28021 1 ÀT 0.399 373,,h¡lrrr¡¡lu¡1,¡,llllrll¡rrl¡¡ltll,lll,llll,llrr¡rll¡l,ll¡r¡'ll

WALTON FAMILY FOUNDATION INC

% CRAVATH SWAINE AND MOORF

PO BOX 1860

BENTONVILLE AR 72712-1860

Page 1 of 1

lmportant information about your December 31, 2015 Form 990PF

We approved your Form 8868, Application for Extension of Time ToFile an Exempt Organization Return

183 14 I

Additional information . Visit www.irs.gov/cp21 1a.

. For tax forms, instructions, and publications, visit www.irs.gov or call

1 -800-TAX-F0RM ( 1 -800-82 9-367 6),¡ Keep this notice for your records.

lf you need assistance, please don't hesitate to contact us.

IRS

Department of Treasury

lnternal Revenue Service

Ogden UT 84201

L24677.5t1O60,425337.25268 1 Àr 0.399 313

Itl¡l,r¡,1,1,¡lltlh'lt,'ll¡t'lllltr¡¡f rll¡,¡¡l¡rrh¡lllr¡lll¡r¡l

WALTON FAMILY FOUNDATION INC

% CRAVATH SWAINE AND MOORE

P0 BOx 1860

BENTONVILLE AR 72712-1860

Not¡ce cP2l 1A

Tax period December 31,2015

Notice date June 201 6

Employer lD r 13-3441466

To contact us

Page 1 of 1

What you need to do

File your December 3 1, 201 5 Form 990PF by August 1 5, 2016'

Visit www.irs.gov/charilies to learn about approved e-File providers, ivhat types 0f

returns can be filed electronìcally, and whether you are required to file elecl'onically

Phone 1 -877-829-5500

FAX 801-620-s55s

ffis

r24677

lmportant Ínformation aboLrt your December 31,2015 Form 990PF

We approved your Form 8868, Application for Extension of Time To

File an Exempt Organization Return

We approved the torm 8868 for your

December 31, 201 5 Form 990PF.

Your new due date is August 15, 2016.

Additional information r Visit www.irs.gov/cp21 1a.

r For tax forms, instructions, and publications, visit www.irs.gov or call

1 -800-TAX-F0RM ( 1 -800-829-3676).

. Keep this notice for your records,

lf you need assistance, please don'l hesitate t0 contact us.

t

Beginning of year

(a) Book Value (b) Book Value

474t866. 669,022.456, O92 . L75t647.

1_,244,381-

110 ,200 , 496 .

L06,965,"772,1,06 , 965 ,77 2 .

5,95'7r098. 362t 61I,847.

1,881,283,377 . 2,L'1 0,374,376.

264,353. L,093,4733,525, 4]-9 15,202, 444 .

Cash - non-interest-bearing

Savings and temporary cash investmentsAccounts receivable ÞLess: allowance for doubtful accounts >

Less: allowance for doubtful accounts >5 Grants receivable.

6 Receivables due from officers, directors, trustees, and other

disqualified persons (attach schedule) (see instructions)

7 Other notes and loans receivable (attach schedule) > *

Less: allowance for doubtful accounts Þlnventories for sale or use.

Prepaid expenses and deferred charges

lnvestments - U.S. and state government obligations (attach schedule),

lnvestments - corporate stock (attach schedule) +TqH. .19 .

lnvestments - corporate bonds (attach schedule).

lnvestments - mortgage loans.lnvestments - other (attach schedule) .

Total assets (to be completedinstructions. Also, see page 1, item l)

1

2

3

Less:.accumulated depreciation >(attach schedule)

ATCH 12Other assets (descrlbe Þ

depreciation > 662,320 .

1213'14

15

16

[v,e*Lçgs^--1,?tdr^þ^uildinss, >ano equrpment: Dasrs

by all filers - see the

Less: accumulated(attach schedule)

.4q'cþ. ii . .

1,7 45 ,7 93 .

4 Pledges receivable Þ

8

9

10a

b

c11

Land, buildings, andequipment: basis

2,003, 406 , O82 2,657 ,1_42,575.17

18

19

20

2'l

22

Accounts payable and accrued expenses

Grants payable

Deferred revenue.

Loans from Õfficers, directors, trustees, and other disqual¡fied persons.

Mortgages and other notes payable (attach schedule) . . . .

23 Total l¡abilit¡es (add lines 17 through22) .

Other liabilities (describe Þ

0 0

2,003, 406,082 . 2, 65'7 ,1,42,57 5 .

2,003 , 406,082 . 2, 657 ,1-42,57 5 .

Foundations that follow SFAS 117, check here. Þand complete lines 24 through 26 and lines 30 and 31

Unrestricted

Temporarily restricted

Permanently restricted

Foundations that do not follow SFAS 117,check here and complete lines 27 through 31.

X

Capital stock, trust principal, or current funds

Paid-in or capita¡ surplus, or land, bldg., and equipment fund,

Reta¡ned earnings, accumulated income, endowment, orotherfunds . .

Total net assets or fund balances (see instructions). . . .

Total liabilities and net assets/fund balances (see

24

25

26

27

28

29

30

31

2 | 003, 406,082 . 2 , 65-7 ,142, 57 5 .

1

2

3

4

5

6

Part lll

Form 990-PF I¡IALTON FAMTLY FOUNDATÏON, INC.Attached schedules and amounts in the

f,!f,[ Balance ShgetS description column should be for end-of-yearamounts

s of c in Net Assets or Fund Balances1 Total net assets or fund balances at beginn¡ng of year - Part ll, column (a), line 30

end-of-year figure reported on prior year's return).

2 Enter amount from Part l,line 27a

(must agree with

3 Other increases not included in line 2 (itemize) >4 Add lines 1, 2, and35 Decreases not included in line 2 (itemize) Þ6 Total net line

End of

t3-344L466

(c) Fa¡r Market Value

669,022.75,647.

?t06,965,'172.

,!

2

6

v,oott

ØoaGrúftJlro

2, 657 | 544 , 493 .

'J.t083,473.15,202, 464

3 139,5-l 0,977

2, 003 t 406,092 .

6 ,7 6t493

2,657,I42,5'75.

2t651,L42,575.

JSA

5E 1420 'l .0004PNo0R 8418

at end of

v 15-7F

- Part ll column line 30 .

rorm 990-PF lzots¡

(þ) Toqacqu rreo- PurchâseP

n

(c) Date.acourred

(mo., dav, yr.)

(f) Depreciation allowed(or allowable)

(g) Cost or other basisplus expense of sale

fi) Adjusted basisas of 12131169

(k) Excess of col. (i)over col. O, if any

2

3

Part lV

Part V

WAI,TON FAMTIY FOUNDATTON, TNC.Form 990-PF

ital Gains and ax on come(a) List and describe the kind(s) of property sotd (e.9., real estate,

2-story brick warehouse; or common stock, 200 shs. MLC Co.)

SEE PART TV SCHEDULE

(e) Gross sales price

Complete onlyforassets showing gain in column (h) and owned bythefoundation on 12131/69

(¡) F.M.V. as of 12131169

b

d

lf gain, also enter in Part l, line 7

lf (loss), enter -0- in Part l, line 7

1_3-344t466

(d) Date sold(mo., day, yr.)

(h) Gain or (loss)(e) plus (f) minus (g)

(l) Gains (Col. (h) gain minuscol. (k), but not less than -0-) or

Losses (from col. (h))

1"45,2L8,934 .

Yes X No

3

1

c

b

d

2 Capital gain net income or (net capital loss)

3 Net short-term capital gain or (loss) as defined in sections 1222(5) and (6):

lf gain, also enter in Part l, line 8, column (c) (see instructions). lf (loss), enter -0- in

Part I line Iualification Under Section 4940 e for Reduced Tax on Net lnvestment lncome

(For optlonal use by domestic private foundations subject to the section a9a0þ) tax on net investment income.)

lf section 4940(dX2) applies, leave this part blank

Was the foundation liable for the section 4942 tax on the distributable amount of any year ¡n the base period?

{ Ì

Ì U

lf "Yes," the foundation does not qualify under section 4940(e). Do not complete this part.

1 Enter the a amount in each column for each see the instructions before m a entr¡es.(a)

Base period yearsCalendâr year tax in)

20142013201220112010

2 'f otal of line 1, column (d). . .

3 Average distribution ratio for the 5-year base period - divide the total on line 2 by 5, or by thenumber of years the foundation has been in existence if less than 5 years

Distrib ratiodivided col.

0.1517880 .L527 6

0.24180455226

0.270100

1,.L7L683

0.23433'7

4 Enter ihe net value of noncharitable-use assets for 2015 from Part X, line 5 2 ,801",7 36 ,'J,gg .

5 Multiply line 4 by line 3 .

6 Enter 1o/o o'f net investment income (1% of ParI l, line 27b)

7 Addlines5and6...

8 Enter qualifying distributions from Part Xll, Iine 4 . . . . .

656t550,456

2,088 667 .

658 , 639 , t23 .

4]-0 t 097, 588 .

lf line 8 is equal to or greater than line 7, check the box in Part Vl, line 1b, and complete that part using a 1o/olax rate. See thePart Vl instructions.

(b)Adjusted qualifoing distributions

(c)Net value of noncharitable-use assets

394t300t471-. 2,597 r708,89434]-, 01"8 ,21,0 2,232t307 t798.444 | 256,194 1, | 831 ,258 | 45051-L, L85,281". 1_, 439 ,043, 491 .57 L, 450 | 633 2,1,t5t 700,930

2

3

4

5

6

7

I

JSA5E1430 1 .000

4PNO0R 8418 v 15-7Frorm 990-PF lzors¡

b eExcise Tax Based on lnvestment lncome Section 494

1

2

3

4

5

6b

6c

6d 6,81_9 .

7

8

I10

11

Yes

1a

1b

1c

2

3

4a X

4b x5

X

7 x

8b X

I

10 X

Part Vl

Part Vll-A

Form 990-PF V{ALTON FAMILY FOUNDATTON, TNC

la Exempt operating foundations described ¡n section 4940(dX2), check here Þ and enter "N/4" on line 1. . .

Date of ruling or determination letter: (attach copy of letter if necessary - see instruct¡ons)

b Domestic foundations that meet the section 4940(e) requirements in Part V, check

here Þ I I and enter 1% of Part l, line2Tbc All other domestic foundations enter 2o/o of line 27b. Exempt foreign organizations enter 4% of

Part l, l¡ne 12, col. (b).

TaxundersectionSll (domesticsection494T(a)(1)trustsandtaxablefoundationsonly.Othersenter-0-)

Add lines 1 and2Subtitle A (income) tax (domestic section 4947(a)(1 ) trusts and taxable foundations only. Others enter -0-)

Tax based on investment income. Subtraci line 4 from line 3. lf zero or less, enter -0- .

Credits/Payments:

a 2015 estimated tax payments and 2014 overpayment credited to 2015

b Exempt foreign organizations - tax withheld at source

6a 4,800,000.

Tax paid with application for extension of time to file (Form 8868).

Backup withholding erroneously withheld

Total credits and payments. Add lines 6a through 6d . , . . . . .

Enter any penalty for underpayment of estimated tax. Check here

2

3

4

5

6

X if Form 2220 is attached

L3-344]-466or 4948 - see i

political purposes (see

copies of any materials

4

4 ,1,77 ,334 .

4

4,806,81"9 .

629, 485 .

0

c

d

7

8

9

1011

Tax due. lf the total of lines 5 and B is more than line 7, enter amount owed

Overpayment. lf line 7 is more than the total of lines 5 and 8, enter the amount overpaidEnter the amount of line 10 to be: Gredited to 2016 estimated tax Þ 629, 485. Refunded

Statements rd Activitiesla During the tax year, did the foundation attempt to influence any national, state, or local legislation or did it

participate or intervene in any political campaign?

b Did it spend more than $ I 00 during ihe year (either directly or indirectly) forlnstructions for the definition)?. .

If the answer ls 'Yes" to 1a or 'lb, attach a detailed description of the activities andpublished or distributed by the foundation in connection with the activities.

c Did the foundation file Form 1 '120-POL for this year?

d Enter the amount (if any) of tax on political expenditures (section 4955) imposed during the year:

(1) On thefoundation. Þ $ (2) On foundat¡on managers. Þ g

e Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed on

foundation managers. Þ $

2 Has the foundation engaged in any activities that have not previously been reported to the IRS?.

lf "Yes," aftach a detailed description of the activities.

3 Has the foundation made any changes, not previously reported to the lRS, in its governing instrument, articles ofincorporation, or bylaws, or other similar instruments? lf 'Yes," attach a conformed copy of the changes

4a Did the foundation have unrelated business gross income of $1,000 or more during the year?

b lf "Yes," has it filed a tax return on Form 990-T for this year?

Was there a liquidation, termination, dissolution, or substantial contraction during the year?. .

If 'Yes," attach the statement required by General Instruction T.

Are the requirements of section 508(e) (relating to sections 4941 through 4945) satisfied either:. By language in the governing instrument, or

. By state legislation that effectively amends the governing instrument so that no mandatory directions thatconflict with the state law remain in the governing instrument?

Did the foundation have at least $5,000 in assets at any time during the year2 lf 'yes," complete Part II, col. (c), and Part XVEnter the states to which the foundation reports or with which it is registered (see instructions) ÞAR, DE,

b lf the answer is "Yes" to line 7, has the foundation furnished a copy of Form 990-PF to the Attorney General

(or designate) of each state as required by General lnstruction G? lf "No," attach explanation

9 ls the foundation claiming status as a private operating foundation within the meaning of section a9a2(j)(3) or

4942(l)(5) for calendar year 2015 or the taxable year beginning in 2015 (see instructions for Part XIV)? If 'Yes,"

complete Part XIV . .

10 Did any persons become substantial contributors during the lax yær? lf 'Yes," attach a schedule listing theiraddresses

NoX

x

X

x

X5

6

7

8a

X

JSA

5E 1 440 1.0004PNO0R 841_8 v 15-7F

rorm 990-PF lzors¡

WALTON FAMILY FOUNDATTON, tNC.

FORM 990-PF t3-3441466

PART VI. PAGE 4, LINE 6d - SUPPORT FOR BACKUP WITHHOLDING ERRONEOUSLY WITHHELD

BOX 11, CODE C - SECTTON 1256 CONTRACTS & STRADDLES

NET SECTTON 1256 GA|N (LOSS) FROM TNVESTMENTACTTVTTTES

(1040 FILERS ENTER ON FORM ô781, UNE 1, GA|N COL. C (LOSS) COL. B)

TOTAL SECTION 1250 CONTRACTS & STRADDLES

BOX I3, CODE H - INVESTMENT ¡NTEREST EXPENSE

INVESTMENT INTEREST EXPENSE RELATED TO INVESTING ACTIVITIESTOTAL INVESTMENT INTEREST EXPENSE

BOX 13, CODE K - DEDUCTTONS - PORTFOL|O (2% FLOOR)

MANAGEMENT FEE EXPENSE

orHER DEDUCTTONS - PORTFOL|O (2% FLOOR)

TOTAL DEDUCTTONS - PORTFOL|O (2% FLOOR)

BOX t5, CODE P -OTHER CREDTTS

U.S. WTHHOLDING TAXTOTAL OTHER CREDITS

(40,576)

__99{z9i

67,657

67,657

824,295

102,776

927,071

6,819

6,819

Form 990-PF (2015) WALTON FAMïLY FOUNDATION, INC.Statements Activities

At any time during the year, did the foundation, directly or indirectly, own a controlled ent¡ty within the

meaning of section 512(bX13)? lf 'Yes," attach schedule (see instructions). . .

Did the foundation make a distribution to a donor advised fund over which the foundation or a disqualified

person had advisory privileges? lf 'Yes," attach statement (see insiructions) . . . êIçlt .1.3. . .

Did the foundation comply with the public inspection requirements for its annual returns and exemption application?

Website address Þ VSVÍV{. WALTONFAMf LYFOUNDATTON . ORG

73'344L466 Pase 5

11

12

13

No

1',l

Yes

12 X

13 X

Part Vll-A

14 The books are in care of ¡, ROBERT A. SMÏTH Telephone no. Þ 47 9-464-757 0

Located at Þ P. O. BOX 2030 BENTONVILLE' AR ZIP+4 > 7 271,2

- Check here .

16 At any time during calendar year 2Q15, did the foundation have an interest in or a signature or other authority

over a bank, securities, or other financial account in a foreign country?.

See the instructions for exceptions and filing requirements for FinCEN Form 114. lf 'Yes," enter the name ofthe ATCH 14

Statements di Activities for Which Form 4720 Be iredFile Form 4720 if any item is checked in the "Yes" column, unless an exception applies.

1a During the year did the foundation (either directly or indirectly):

(1) Engage in the sale or exchange, or leasing of property with a disqualified person?

(2) Borrow money from, lend money to, or otherwise extend credit to (or accept it from) a

15 Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of Form 1041

and enter the amount of tax-exempt interest received or accrued dur¡ng the year . . .

disqualified person?

Yes x No

in 2015?

>LlNo

No

X

x

Xx

(3)(4)

(5)

(6)

Furnish goods, services, or facilities to (or accept them from) a disqualified person?,

Pay compensation to, or pay or reimburse the expenses of, a disqualified person?.

Transfer any income or assets to a disqualified person (or make any of either available for

the benefit or use of a disqualified person)?

Agree to pay money or property to a government official? (Exception. Check "No" if the

foundation agreed to make a grant to or to employ the official for a period after

term¡nation of government service, if terminating within 90 days.).

X

x

Yes

Yes

Yes

Yes

Yes

Yes

No

No

No

No

No

No

X

X

b lf any answer is "Yes" to 1a(1)-(6), did any of the acts fail to qualify under the exceptions described in Regulations

section 53.4941 (d)-3 or in a current notice regarding disaster assistance (see instructions)?

Organizations relying on a current notice regard¡ng disaster assistance check here

c Did the foundation engage in a prior year in any of the acts described in 1a, other than excepted acts, that

were not corrected before the first day of the tax year beginning in 2015?

2 Taxes on failure to distribute income (section 4942) (does not apply for years the foundation was a private

operating foundaiion defined in section 4942(jX3) or a9a2fi)(5)):

a At the end of tax year 2015, did the foundation have any undistributed income (lines 6d and

6e, Part Xlll) for taxyear(s) beginning before2015? .

lf "Yes," list the years > _b Are there any years listed in 2a for which the foundation is not applying the provisions of section a9a2þ)(2)

(relating to ¡ncorrect valuation of assets) to the year's undistributed income? (lf applying section 4942(a)(2) to

all years listed, answer "No" and attach statement - see ¡nstructions.)

c lf the provisions of section 4942(a)(2) are being applied to any of the years listed in 2a, list the years here.

3a Did the foundation hold more Lhan a 2o/o direct or indirect interest in any business enterprise

at any time during the year? , X Yes No

b lf 'Yes," did it have excess business holdings in 2015 as a result of (l) any purchase by the foundation or

disqualified persons after May 26, 1969; (2) the lapse of the s-year period (or longer period approved by the

Commissioner under section 4943(c)(7)) to dispose of holdings acquired by gift or bequest; or (3) the lapse of

the 10-, 15-, or 2o-year first phase holding period? (Use Schedule C, Form 4720, to determine if the

foundation had excess business holdings in 2015-)

4a Did the foundation invest during the year any amount in a manner that would jeopardize its charitable purposes?

b Did the foundation make any ¡nvestment in a prior year (but after December 31, 1969) that could jeopardize its

chariiable bbefore the first

l6Yes

Yes

1b

lc

2b

3b4a

4b

Part Vll-B

X

X

JSA

5E1450 1.0004PNO0R 841-8

that had not been removed from

v L5-7F

of the tax nt

rorm 990-PF lzots¡

5b

6b

7bon

Part Vll-B

Part Vlll

Form 990-PF

5a

WALTON FAMTLY FOUNDATÏON, INC. L3-344]-466

o

o

No

6Statements rdi Activities for Which Form 4720 Be

During the year did the foundation pay or incur any amount to:

(1) Carry on propaganda, or otherwise attempt to influence legislation (section a9a5(e))?

(2) lnfluence the outcome of any specific public election (see section 4955); or to carry on,

directly or indirectly, any voter registration drive?.

(3) Provide a grant to an individual for travel, study, or other similar purposes?

(4) Provide a grant to an organization other than a charitable, etc., organization described in

section 49451d)14)lA)? lsee instructions)

(5) Provide for any purpose other than religious, charitãble, scientific, literary, or educat¡onal

purposes, or for the prevention of cruelty to children or animals?

(a) Name and address of each employee paid more than $50,000

NONE

Yes

Yes

Yes

Yes

Yes

No

N

N

No

b lf any answer is "Yes" to 5a(1)-(5), did any of the transactions fail to qualify under the exceptions described in

Regulations section 53.4945 or in a current notice regarding disaster assistance (see instructions)?

Organizations relying on a curreni notice regarding disaster assistance check here

lf the answer is "Yes" to question 5a(4), does the foundation claim exemption from the tax

because it maintained expenditure responsibility for the grant? . SEE ATTCH 23 - 107

lf "Yes," attach the statement required by Regulat¡ons section 53.4945-5(d).

Did the foundation, during the year, receive any funds, directly or indirectly, to pay premiums

on a personal benefit contract? , . .

.>[c

6a

Yes

Yes

Yes x

No

No

No

b Did the foundation, during the year, pay premiums, directly or indirectly, on a personal benefit contract? . . . .

lf "Yes" to 6b, file Form 887A.

7a At any time during the tax year, was the foundation a party to a prohibited tax shelter transaction?

X

b lf "Yes." did the foundation receive or have net income attributable io the transaction?

ou anagers, m

I List all directo foundation and their

(a) Name and address (e) Expense account,other allowances

ATCH 15

2 Compensat¡on of five highest-paid employees (other than those included on line 1 - see instructions). lf none, enter.NONE."

0

(e) Expense account,other allowances

rorm 990-PF lzors¡

x

X

X

tÞ, I üe, ano averagehours oer week

devoled 'lo nos¡lion

(c) uompensatron(lf not pa¡d,enter -lì-ì

(d) Conlr¡but¡ons toemployee benef¡t plans

ân.l rlef êrrêd comôensâtiôn

L0 , 061",7 62 . 0

(b) Title, and averagehours per week

devoted to position(c) Compensation

(d) Contr¡but¡ons toemployee benefitplans and deferred

compensation

JSA

5E1460 1,000

4PNO0R 8418 v 15-7F

WALTON FAMILY FOUNDATTON, rNC. L3-344]-466Form 990-PF 7

lnformation About Officers, Directors, Trustees, Foundation Managers, Highly Paid Fmployees,and Contra ctors (co ntin u ed)

Part Vlll

(b) Type ofservice

3 Five hest-paid i contractors for rofessional services see lf none, enter "NONE."(a) Name and address of each person paid more than $50,000

ATCH 16

number of othe

llEE¡Cf Summary of Direct Charitable Activities

L¡st the foundation's four largest direct charitable activit¡es during the tax year. lnclude relevant statistical information such as the number oforganizations and other beneficiaries served, conferences convened, research papers produced, etc.

1 NOT APPLICABLE

0

(c) Compensation

4,55'7 ,786.

41_

Expenses

2

3

4

Part lX-B Summ of lnvestments instructionsDescribe the two ram-related investments mâde the foundat¡on the tax on lines 1 and 2

1 LOCAL ïNïTIATTVES SUPPORT CORPORATION - TO PROVIDEAmount

FTNANCTNG FOR CHARTER SCHOO], FACTLTÎTES1,000,000,

2 PRESBYTERTAN CHURCH PROVTDE FUNDING EOR CHURCH FACII,ITIES

66,724.All other program-related investments. See instructions.

3 ATL OTHER CHARITABLE LOANS

Total. Add lines 1 thro h376,000.

1" ,I42 ,1 24 .rorm 990-PF lzors¡

JSA

581465 1.000

4PNO0R 8418 v 15-7F

!{A],TON FAMTLY FOUNDATÏON, INC. 1_3-3441-466Form 990-PF (2015) eage I

see instructionsI Fair market value of assets not used (or held for use) directly in carrying out charitable, etc.,

purposes:

a Average monthly fair market value of securities

b Average of monthly cash balances

c Fair market value of all other assets (see instructions).

d Total (add lines 1a, b, and c) . . .

e Reduction claimed for blockage or other factors reported on lines 1a

1c (attach detailed explanation)2 Acquisition indebtedness applicable to line 1 assets

3 Subtract line 2 from line 1d

1e

2,'738r297 r"702.1_05,702,530.

402,000 .

2,944, 402,

2,844, 402 r 232 .

42t666t033.01_t736,L99.

140,086,810.

140,086,810.

4tt77,334.1"35 , 909 | 416 .

4,758 1 78.I40,668,054

L40 | 668,054 .

4 Cash deemed held for charitable activities. Enter 1 1l2o/o of line 3 (for greaterinstructions).

5 Net value of noncharitable-use assets. Subtract line 4 from line 3. Enter here and on6 Minimum investment return. Enter 5% of line 5

Distributable Amount (see instructions) (Sand certain foreign organizations check here Þ

amount, see

Part V, line 4

ection 494 2(j)(3) and (j)(5) private operating foundationsand do not complete this part.)

2a 4, r7'7 ,334

Enter here and on Part Xlll,

I2a

b

c3

4

5

6

7

Minimum investment return from Part X, line 6 .

Tax on investment income for 2015 from Part VI, line 5 . . . .

lncome tax for 2015. (This does not include the tax from Part VlAdd lines 2a and 2b . . -

Distributable amount before adjustments. Subtract line 2c from line 1

Recoveries of amounts treated as qualifying distributions

Add lines 3 and 4.Deduction from distributable amount (see instructions).Distributable amount as adjusted. Subtract line 6 from line 5.

ti

f,!fiff Qualifying Distributions (see instructions)

1a

1b

1G

1d

2

3

4

5

6

Part Xl

1a

1b

2

3a

3b4

5

6

1

a

b

2

3

a

b

4

5

6

Amounts paid (including administrative expenses) to accomplish charitable, etc., purposes:

Expenses, contributions, gifts, etc. - total from Part l, column (d), line 26 . . .

Program-related investments - total from Part lX-B . .

Amounts paid to acquire assets used (or held for use) directly in carrying out charitable, etc.,

DUTOOSeS

Amounts set aside for specific charitable projects that satisfy the:

Suitability test (prior IRS approval required)

Cash distribution test (attach the required schedule)

Qualifying distributions. Add lines la ihrough 3b. Enter here and on Part V, line I, and Part Xlll, line 4Foundations that qualify under section 4940(e) for the reduced rate of tax on net investment income.

Enter 1% of Part I, line 27b (see instructions) . .

Adjusted qualifying distributions. Subtract line 5 from line 4

396,220 ,859r, L42 ,1 24 .

1,2,-734,005.

4 7 ,58

Note. The amount on line 6 will be used in Part V, column (b), in subsequent years when calculating whether the foundationqualifies for the section 4940(e) reduction of tax in those years.

0

rorm 990-PF lzots¡

JSA

5E1470 1.0004PNO0R 841_8 v l-5-7F

Form 990-PF (2015)

Undistributed lncome see instructions

I Distributable amount lor 2015 from Part Xl,

line 7

2 Undistributed ¡ncome, ¡f any, as of the end of 2015:

a Enter amount f or 2014 only.

b Totat forprioryears: 29 L3 ,2ç 12 ,20 17

f Total of lines 3a through e . . .

4 Qualifying distributions for 2015 from Part Xll

line 4: Þ $ 4L0,097,588. $

a Applied lo 2014, but not more than line 2a . .

b Applied to undistributed income of prior years(Election required-seeinstructions). . . . .

c Treated as distributions out of corpus (Electionrequired-seeinstructions) . . .

d Applied to 2015 distributable amount.

e Remaining amount distributed out of corpus,

5 Excess distributions carryover applied to 201 5 .(lf an amount appears in column (d), the sameamount must be shown in column (a).)

6 Enter the net total of each column asindicated below:

a Corpus. Add lines 3f, 4c, and 4e. Subtract line 5

b Prior years' undistributed income. Subtractline 4b from line 2b.

c Enter the amount of prior years' undistributedincome for which a notice of deficiency hasbeen issued, or on which the section 4942(a)tax has been previously assessed

d Subtract line 6c from line 6b. Taxableamount - see¡nstructions. . .

e Undistributed ¡ncome for 2014. Subtract line4a from line 2a. Taxable amount - seeinstructions

f Undistributed income tor 2015. Subtract lines4d and 5 from line 1. This amount must bedistributed in 201 6 .

7 Amounts treated as distributions out of corpus

to satisfy requirements imposed by section

170(bXlXF) or 4942(9)(3) (Election may be

required - see instructions)

8 Excess distributions carryover from 2010 notapplied on line 5 or line 7 (see instructions) .

g Excess distributions carryover to 2016.Subtract lines 7 and I from line 6a .

10 Analysis of line 9:

a Excess Írcm2011b Excess from2012c Excess from 2013

d Excess îrom2014from

WALTON FAMILY FOUNDATION, tNC.

if any, to 201557 2 t 092, 6]-9 .

- SEE ATTCH 108

L3-344L466

(d)2015

140,668,054 .

140,668,054.

3

a

b

c

d

e

Excess distributions

From 2010

From 2011

From 2O12 - ,

From 2013

From2014 . .

(a)Corpus

(b)Years prior to 2014

(c)20't4

51L, 657 ,5]-'7 .

445 | 058, 667 ,

341,018 ,2L0.394,300,47r.

2,264r727,484.

4L0 t 091, 588 .

140 | 668 ,054 .

2 , 533 ,557 , 0l_8 .

431, | 424 ,565 .

2,I02 | 1,32, 453 .

445,058, 66 I341/018,27O.394,300,4 tr.4IU,t)9ir5UU.

Part Xlll

JSA

5Ê1480 1.0004PNo0R 8418

51L,657 ,5I7 .

v 15-7F

rorm 990-PF lzots¡

4942(i\(3\ or

Tax year Prior 3

(al 2015 (bl 2014 (c) 201 3 2012

Part XIV

Part XV

c

d

e

3

a

b

c

Form 990-PF WALTON FAM]IY FOUNDATÏON, TNC 13-344]-466 l0Private Foundations see instructions and Part Vl I NOT APPLÏCABLE

I a lf the foundation has received a ruling or determination letter that it is a private operatingfoundation, and theruling is effectivefor20lS, enterthedateof theruling. . . . . . . .>

b Check box to indicate whether the foundation is a foundation described in section

2a Enler the lesser of the ad-justed net ¡ncome from PartI or the min¡mum investmentreturn from Part X for eachyear listed

b 85olo of ¡¡ne 2a . . . .

(e) Total

Quallfyin g distr¡butions from Part

Xll, l¡ne 4 for each year llsted .

Amounts ¡ncluded in line 2c notused directly for act¡re conductof exempt activ¡ties

Qualifying d¡stribut¡ons mâde

directly for act¡ve conduct ofexempt activities. Subtract l¡ne2d ltom lìne2c

Complete 3a, b, or c for thealternative test reì¡ed upon:

"Assets" alternat¡ve test - enter:

(1) vatueofatt assets , , .(2) Vatue of æets qualify¡ng

under sect¡on

4e42ûX3XBXi)

"Endowment' alternative test-

enler 213 of min¡mum invest-

ment return shown ¡n Pârt X,

l¡ne 6 for each year l¡sted , . .

"Support" alternâtive test - enter:

('l) fotat support other thangross ¡nvestment ¡ncome(interest, dividends, rents,pâyments on securit¡esloans (section 512(aXS)),or royalt¡es) .

(2) Support from generalpubl¡c and 5 or moreexempt organizations æprov¡ded in sect¡on 4942(x3xBXii¡)

(3) Largest amount of sup-port from an exemptorgan¡zation...,.Gross investmenl income

Supplementary Information (Complete this part only if the foundation hadany t¡me during the year - see ¡nstruct¡ons.)

5,000 or more ¡n assets at

1 lnformation Regarding Foundation Managers:a List any managers of the foundation who have contributed more lhan 2o/o of the total contribut¡ons rece¡ved by the foundation

before the close of any tax year (but only if they have contributed more than $5,000). (See section 507(dX2).)

s. RoBsoN vtALToN, ALICE L. V{ALTON

b List any managers of the foundation who own 10% or more of the stock of a corporation (or an equally large portion of theownership of a partnership or other entity) of which the foundation has a 10Yo or greater interest. ,

N/A2 lnformation Regarding Contribution, Grant, Gift, Loan, Scholarship, etc., Programs:

Check here Þ l-l ¡f tn" foundation only makes contributions to preselected charitable organizations and does not acceptunsolicited requests for funds. lf the foundation makes gifts, grants, etc. (see instructions) to individuals or organizations underother conditions, complete items 2a, b, c, and d.

a The name, address, and telephone number or e-mail address of the person to whom applications should be addressed:

ATCH 17b The form in which applications should be submitted and information and materials they should include:

ATCH 18c Any submission deadlines:

N/Ad Any restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other

factors:

N/AJSA

5E1490 L0004PNO0R 8418 v 15-7F

Form 990-PF (201s)

V{ATTON FAMILY FOUNDATTON, INC L3-344L466

lnformationsPart XVForm 990-PF 5 11

Amount

373,533t42

3 Grants and Contributions Paidient

Name and address me or

a Paid during the year

SEE ATTCH 19 &22

b Approved for future payment

Total

JSA5E1491 1.000

for FutureFoundation

status of Purpose of grant orcontr¡bution

4PNo0R 8418 v 15-7F

rorm 990-PF lzors¡

WALTON F.AMTLY FOUNDATÏON, ÏNC. t3-344]-466Form 990-PF

oflEnter gross amounts unless otherwise indicated.

1 Program service revenue:

a

g Fe€s and contracts from government agencies

2 Membership dues and assessments

3 lnterest on savings and temporary cash investments .

4 Dividends and interest from securities

5 Net rental income or (loss)from real estate:

a Debt-financedproperty

b Not debGfinanced property

6 Net rental income or (loss) from personal property. .

7 Other investment income

8 Gain or (loss) from sales ofassets otherthan

9 Net income or (loss) from special events . . .

l0 Gross profit or (loss) from sales of inventory.

1 1 Other revenue: a6 ATCH 20

12 Subtotal. Add columns (b), (d), and (e) . . .

13 Total. Add line 12, columns (b), (d), and (e)

Activities

b

c

d

e

f

c

d

e

Unrelated business income Excluded bV section 512,513, ot 514

Business code

(a)

Amount(b)

Exclusion code

(c)Amount

(d)

1_4 306, 45'7 .

L4 '73,009,348.

16 63.

523000 -2,704,!99. 1-4 7]-5 | 644,18 L45,2L8 ,934 .

-2,7 04 , 199 . 2L9 ,250 | 446 .

Part XVI-A

13

12

(e)Related or exemptfunction income

29.2L6,92'7 | 316 .

Relationsh to AccomPart XVI-B

Line No.

V

118

worksheet in l¡ne l3 ¡nstructions to verify calculations.)

Explain below how each activity for which income is reported in column (e) of Part XVI-A contributed importantly to the

accomplishment of the foundation's exempt purposes (other than by providing funds for such purposes). (See instructions.)

AMOUNT REPRESENTS REFUNDS OF UNUSED GRANT FUNDS TREATED AS

QUALIFYTNG DTSTRTBUT]ONS IN PRTOR YEARS.

JSA5Ê1492 1.000

4PN00R 8418 v 15-7F

rorm 990-PF lzors¡

Part XVllForm 990-PF WALTON FAMTLY FOUNDA TTON INC

lnformation T To and Transactions13-3441,466 t3

and Relatio nships With NoncharitableI Did the organization direcfly or i ndirectly engage in any of the following with any other organization describedin section 501(c) of the Code (other than section 501(c)(3) organizations) or in section 527, relating to politicalorganizations?a Transfers from the reporting foundation to a noncharitabre exempt organization of:(1) Cash

(2) Other assets.b Other transactions:

return,is based

I

X

(1) Sales of assets to a noncharitable exempt organization x(2) Purchases of assets from a noncharitable exempt organizationX(3) Rental of facilities, equipment, or other assets

(4) Reimbursement arrangements . x(5) Loans or loan guarantees.x(6) Performance of services or membership or fundra ising solicitations . xc Sha ring of facilities, equipment, mailing lists, other assets, or paid employeesd lf the answer to any of the above is ,,yes

," complete the following schedule. Column (b) should always show the fair marketvalue of the goods, other assets, or se rvices given by the reporting foundation. lf the foundation received less than fair marketvalue in any transaction or sharing arrangement, show in column the value of the other assets, or services rece ived(a) Line no.

LA(1) of transfers, transactions, and arrangementsGRANT TO S UPPORT NATT ONALCONVENTION

2a Is the foundation direcily or indirectly affiliated with, or related to, one or more tax-exempt organizationsdescribed in section 501(c) of the Code (other than section 501(c)(3)) or in section 527? Yes X No"Yes llowi(a) Name of organ¡zation

Description of relationship

Under penalt¡es of perjury, I declâre that I have exâm¡ned this ¡ncluding accompanying shedules and statements, and to the besl of my knowledge and belief, it js true,correct, and complete. Declarat¡on of preparer (other than taxpayer) on all informat¡on of which preparer hâs any knowledge.Sign

Here

Yes

1aí1\1a(21

lblrì1bt2\'l b/3ì

1bt4tI b15ì

1bt6l1c

Amount involved Name of noncharitable exempt organizat¡on50, 000. US HTSPAN]C CHAMBER

OF COMMERCE

of organization

Print/Type preparer's name

NT C CROUCH tl.Date

I ît Check tf

self-employedFirm's VIALTON LLCENTERPRTSESFirm'saddress >P.O. BOX 18

7 271,2

0

ARBENTONVTILE

Signature of officer ortrustee Date

Mây the IRS d¡scuss this returnwith the p

(sæ instruct¡ons)?

PTIN

P00810750

T¡tle

Paid

PreparerUse Only

JSA

5E1493 1.0004PNO0R 8418

's EIN 2-1,665434

479-464-1500

v 15-7F

no.

rorm 990-PF lzors¡

WALTON FAMILY FOUNDATION, INC.

FORM 99O.PF

L3-344L466

DECEMBER 31,2015

PART IV. CAPITAL GAINS AND LOSSES FOR TAX ON INVESTMENT INCOME

DESCRIPTION

cApITAL GAt N/(LO55) DtSTRt BUTTON

VARIOUS STOCKS

cAprTAL GAt N/(LOSS) DlsTRt BUTTON

cAprTAL GAt N/(LO5S) DtSTR| BUTTON

cAPTTAL GAt N/(LOSS) DISTRt BUTTON

VARIOUS STOCKS

cAPTTAL GAr N/(LOSS) DtsTRt BUTTON

VARIOUS STOCKS

VARIOUS STOCKS

VARIOUS BONDS

VARIOUS STOCKS

VARIOUS STOCKS

VARIOUS

1,794,248 SHARES

DATE

ACQUIRED

VARIOUS

VARIOUS

VARIOUS

VARIOUS

VARIOUS

VARIOUS

VARIOUS

VARIOUS

VARIOUS

VARIOUS

VARIOUS

VARIOUS

VARIOUS

VARIOUS

DATE

SOLD

VARIOUS

VARIOUS

VARIOUS

VARIOUS

VARIOUS

VARIOUS

VARIOUS

VARIOUS

VARIOUS

VARIOUS

VARIOUS

VARIOUS

VARIOUS

Tuts/Is

cosr

74,034,83t38,270,026

54,054,362

8,891,285

!81,95241,839,523

203,4t574,t44,34018,305,605

88,973,80724,503,O3t22,058,776

1o,452,392

395,9L3,345

78,046,653

56,826,412

50,694,0157,490,574

(3,261,948)

55,523,209(1,10]-,227)

75,423,47O

20,601,57088,983,19728,100,to{24,91'2,943

70,367,171

108,526,130

547,132,279

4,017,822

18,5s6,386(3,360,347l,

(1,400,7lL\

{3,443,900)13,683,686(L,304,636)

t,279,7302,295,965

9,3903,597,O73

2,854,76710,367,r7198,073,738

145,2t8,934

PROCEEDS NET GAIN/(LOSS)

NORTHERN TRUST -COMMON TRUST FUND

NORTHERN TRUST - RI.OOO

NORTHERN TRUST - AJO GLOBAL

QM COMMON EAFE FUND

QM COMMON EMERGING MARKET EQUITY FUND

NORTHERN TRUST - R5O

NTGI FRONTIER MARKET COMMON FUND

ARIEL FUND

TIMES SQUARE

NORTHERN TRUST - GS

GOLDMAN SACHS - PUT FUND

GOLDMAN SACHS - CALL FUND

PASS-TH ROUGH GAtN/LOSS

WALMART STOCK

PART 1, COLUMN A, LINES 6a & 6b

,o,^2220 Underpayment of Estimated Tax by Corporations OIVB No. '1545-0'f 23

Department of the Treasury Þ Attach to the corporation's tax return.Service lnformation about Form 2220 and its instructions is at

Name Employer ¡dentif¡cation number

1-3-3 441_466TON FAMILY FOUNDAT]ON INC.Note: Generally, the corporation is not required to file Form 2220 (see Part ll below for exceptions) because the IRS will figure any penalty

owed and bill the corporation. However, the corporalion may still use Form 2220 lo figure the penalty. lf so, enter the amount from page 2, line38 on the estimated tax line of the corporation's income tax return, but bo not attach Form 2220.

uired Annual

I Tolal tax (see instructions) 4 L77 334.

2@15

2ab

Personal holdingcompanytax(SchedulePH(Form1l20), line26)includedonlinel,.Look-back interest included on line 1 under section 460(b)(2) for completed long-term

contracts or section 1 67(9) for depreciation under the income iorecast method, , . . .

c Credit for federal tax paid on fuels (see instructions) .

Total. Add lines 2a through 2c . . .

Subtract line 2d from line 1. lf the result is less than $500, do not complete or file this form. The corporation

does not owe the penalty.

Enter the tax shown on the corporation's 2014 income tax return (see instructions). Caution: lf the tax is zero orthe tax year was for less than 12 months, skip th¡s ¡ine and enter the amount from líne 3 on line 5 .

d

3

42

4

379

111 334.

590.

12 15 201.5

2 750 000.

2 73.2 173 L73

2 713 1-

5 Required annual payrnent Enter the smaller of line 3 or line 4. lf the corporation is required to skip line 4, enterfrom 2 319 59

Reasons for Filing - Check the boxes below that apply. lf any boxes are checked, the corporation must fileForm 2220 even if it does not owe a instructions)The corporation is using the adjusted seasonal installment melhod.

The corporation is using the annualized íncome installment melhod.

The lsa on" unn its first installment based on lhe tax.

F url the U

6

7

I

(d)

9

10

lnstallment due dates. Enter ¡n columns (a)through (d) the 1sth day of the 4th (Form 990-PFflers.'Use 5th month), 6th, gth, and 1zth monthsof the corporation's tax year

Required ¡nstallments. lf the box on line 6

and/or line 7 above is checked, enter the

amounts from Schedule A, line 38. lf the box on

line I (but not 6 or 7) is checked, see ¡nstructions

for the amounts to enter. lf none of these boxes

are checked, enler 25Vo of line 5 above in each

column ,

Est¡mated tax paid or credited for each period

(see instructions). For column (a) only, enter the

amount from l¡ne 11 on line 15 .

Complete lines 12 through 18 of one column

before going to the nert cofumn,

Enter amounl, ìf ahy, from llne l8 of lhe preceding coluhn . . .

Add lines 11 and 12

Add amounts on lines 16 and 17 of the preceding column

Subtract l¡ne 14 from line'13. lf zero or less, enter 4-,,lf the amount on line 15 is zero, subtract line 13

from line 14. Otherwise, enter{-Underpayment, lf line 15 is less than or equal toline 'l 0, subtract line 1 5 from line 10. Then go tollne 12 of the next column. OtheM¡se, go toline 18 .Overpayment. lf line 10 ¡s less than line 15,subtract line 10 from line 15. Then go to line

't1

12

13

14

15

16

17

18

Go to Part lV on page 2 to figure the penalty. Do not go to Part lV if there a¡e no entie.s on line 17 - no penalty ß owed,

1

2b

2c

2d

3

4

5

Part I

Part ll

XX

(a) (b) (c)

9 05/75/2015 06 / t5 /201,5 09/1.5/201,5

1 0 27 6,968 . 933 ,7 49 . 816, 110 .

11 450,000. 850,000. 750,000.

12 1"73.032. 89.283 .l3 1.,023.032 . 839,283 .14

l5 450.000. L.023.032. 839,283 .

16

17

18 L73,032. 89.283 . 23.t73.

Part lll

For Paperwork Reduct¡on Act Notice, see separab instruct¡ons.

JSA

5X8006 1.000

4PNOOR 8418 v L5-78

rorm 2220 lzots¡

Form 2220

F

I 9 Enter the date of payment or the 1 sth day of the 3rd month after

the close of the tax year, whichever is earlier (see instructions).

(Form 990-PF and fu¡m 990-T ñlerc: Use Sth month instead of

3rd month.)

20 Number of days from due date of installment on line 9 to the

date shown on line 19

the

21 Number of days on line 20 after 4/1512015 and be'Íore 71112015

22 underpayment on line ,t " Number of days on line 21 * roro

365

23 Number of days on l¡ne 20 after 613012015 and before 1Ol1l?015

24 underpaymenl on l¡ne 'tt " Number of days on line 23

" tn

365

25 Number of days on l¡ne 20 after 913012015 and before 11112016

26 Underpayment on line 17 * Number of days on line 25 * 3o¿365

27 Number of days on line 20 after 1213112015 and before 41112016

28 underpayment on line ,|t * Number of days on line 27 )( r*

366

29 Number of days on line 20 after 313112016 and before 711120'16

30 Underpayment on line 1t " Number of 9eys on line 29

" "o¿366

31 Number of days on line 20 after6/3012Q16 and helorc 1011120'16

32 underpaymenl on line 17 x Number of days on line 31 * *o¿

366

33 Number of days on line 20 after 913A12016 and before 11112017

34 Underpayment on line 17 x Number of days on line 33 t 'o¿366

35 Number of days on line 20 after 1213112016 and before 211612017

36 Underpayment on line 17 x Number of days on line 35 "

*o¿

365

$

37 Add lines 22, 24,26,28,30,32,34, and 36 .38 Penalty. Add columns (a) through (d) of line 37 Enter the total here and on Form 1120, line 33; or the comparable

line for other income lax returns . . .*Use the penalty interest rate for each calendar quarter, which the IRS will determine during the first month in the precedhg quarterThese rates are published guarterly in an IRS News Release and in a revenue ruling in the lnternal Revenue Bulletin. To obtain thisinformation on the lnternet, access the IRS website atwww.irs.goy. You can also call 1-800-829-4933 to get interest rateinformation.

2

(a) (b) (c)

19

20

21

22 $ $ s

23

24 $ $ $

25

26 $ $ $

27

28 $ $ $

29

30 $ $ $

3 1

32 $ $ $

33

34 $ $ $

35

36 $ $ ü

37 $ $ $

38

Part lV

$

rorn 2220 lzots¡

JSA

5X8007 1.000

4PNOOR B41B v 15-7F

(a) (b) (c)

20

First 2months

First 3months

First 6months

21 9,232,253 . 30267 93L. 67560895.

22 6.00000 4.00000 2.00000

23a 55393s1_8. L2L07L724. L351"21,7 90 .

23h

23c 55393518. L2t071,724. L35t2t7 90 .

24 1, L07 ,87 0 . 2, 421,, 434 . 2,7 02, 436 .

25

26

27 1",107 ,97 0 . 2, 421,, 434 . 2.7 02. 436 .

28

29 L,L07 ,870. 2. 421,, 434 . 2 ,7 02, 436 .

30 25% 50o/o 75%

1stinstallment

276 968.

3rdinstallment

827 .6

2ndinstallment

3t

32 27 6.968 . L. 21-0 .7 L7 - 2,026,82'7 .

33 27 6,968 . L , 2L0 ,71,7 .

34 27 6,968 . 933 ,7 49 . 816, l-l-0.

35 594, B9B. 1,.493.169. I,044,334 .

36 3l_7,930. 877 ,950.

37 594,898 . l_,8LL699. 1,922.284.

38 27 6.968 . 933 .7 49 - 816, 110 .

Part ll

Part lll

Folm 2220 (2015

20 Annualization periods (see instructions),21 Enter taxable income for each annualization period

(see instructions for the treatment of extraordinary¡tems).

22 Annualization amounts (see instructions) ,

23 a Annualized taxable income. Multiply line 21

by line22

b Extraordinary items (see instructions) .

c Add lines 23a and 23b. . .

24 Figure the tax on the amount on line 23c using theinstructions for Form I 120, Schedule J, l¡ne 2 (orcomparable line of corporation's return) . , , . ,

25 Enter any alternative minimum tax for eachpayment period (see instruclions),

26 Enter any other taxes for each paymentperiod (see instructions)

Annualized Income lnstallment Method

2728

JSA

5X8009 1.000

Total tax. Add lines 24 through 26 . . . . .For each period, enter the same type of credits asallowed on Form 222Q, lines I and 2c (seeinstructions). .

29 Total tax after credits. Subtract line 28 fromline 27 . lf zero or less, enter -0

30 Applicablepercentage

3l Multi line 30

lnstallmentsNote: Complete lines 32 through 38 of onecolumn before completing the next column.

32 lf only Part I or Part ll is completed, enter the

amount ¡n each column from line 19 or line 31. lfboth parts are completed, enter the smaller of the

amounts in each column from line I 9 or line 31 ,

33 Add the amounts in all preceding columnsof line 38 (see instructions). . .

34 Adjusted seasonal or annualized incomeinstallmenûs. Subtract line 33 from line 32.lf zero or less, enter {-

35 Enler 25o/o of line 5 on page 1 ot Form 2220in each column. Note: "Large corporations,"see the instructions for line 10 for theamounts to enter.

36 Subtract line 38 of the preceding columnfrom line 37 of the preceding column ,

37

38

Add lines 35 and 36

Required installments. Enter the smaller ofline 34 or line 37 here and on page 1 ofForm line 1

4thinstallment

1 981 331

2 026 827 .

L 044 334.

L 106 L7

2 1 508.

Page 4

(d)

First 9months

74300080

1-.33333

99066526.

990 6 6526 .

L 981 331- .

1 981 1

981 331-.

100o/o

1 981 331.

4PNo0R 8418 V L5_7F

rorm2220 qzots¡

4562 Depreciation and Amortization(lncluding lnformation on Listed Property)

> Attach to your tax return.

OMB

Attâchment2@15

7

Form

Depârtment of the Treasurylnternal Revenue Seryice Þ lnformation about Form 4562 and its instructions is al www. i rs. g ovlfo rm4562. No. 179Name(s) shown on return ldent¡fying number

13-3 441,466Business or activity to which this form relates

GENERAL DEPRECIAT]ON

,|

2

3

45

Note: lf have a listed com ete Part V before com ete Part I

Max¡mum amount (seeinstructions). . . .

Total cost of section 179 property placed in service (see instructions).

Threshold cost of section 179 property before reduction in limitation (see instructions) . . , .

Reduction in limitation. Subtract line 3 from line 2. lf zero or less, enter -0-Dollar I for Subtract l¡ne 4 from line 1. lf zero or less, enter -0-. lf married f¡ling

(a) Description of property

Listed property. Enter the amount from line 29.

Total elected cost of section 179 property. Add amounts in column (c), lines 6 and 7

Tentative deduction. Enter the smaller of line 5 or line 8

Carryover of disallowed deduction from line '13 of your 2014 Form 4562

Business income limitation. Enter the smaller of business income (not less than zero) or line 5 (see instructions)

Section 179 expense deduction. Add lines 9 and 10, but do not enter morethan line 11

of disallowed deduction to 2016. Add lines 9 and 10, less line 12

6

7

I9

l0'11

12

13

1

2

3

4

5

(b) Cost (business use only) (c) Elected cost

7

I9

l011

12

13

,l ¿,

15

l6Part lll

Part llNote: Do not use Part ll or Part lll belowforlisted use Part V

De ation Allowance and Other iation not include listed

14 Special depreciation allowance for qualified property (other than listed property) placed in service

during the tax year (see instructions) . . .

instructions.

15l6

Property subject to section 168(fX1) election

Other on

MACRS iation not include listed

75,L49.instructions

Section A17

18

MACRS deductions for assets placed in service in tax years beginning before 2015

lf you are electing to group any assets placed in service during the tax year into one or more

asset accounts, check here

oeneral

l> f-l(b) Month and year

placed inservice

(c) Basis for depreciation(business/investment use

only - see ¡nstruct¡ons)

(d) Recoveryperiod (e) Convention (f) Method

15,850. 3.000 HY DDB

26L t 019 . 5.000 HY DDB

60t,822 . 7.000 HY DDB

SEEDETAÏL

25 yrs. S/L

27 .5 yrs. MM S/L

27.5 yrs. MM S/L

39 yrs. MM S/L

MM S/L

Section B - Assets Placed in Service Duri 2015 Tax Year the General

(a) Classification of property

19a 3-year property

b s-year property

(g) Depreciation deduction

5,283 .

52t204.4.c7-

d l0-year property

e 1s-year property

f property

g z5-yeil property

h Residential rental

i Nonresidential realproperty

Section C - Assets Placed in Service Duri 2015 Tax Year the Alternative D

20a Class life

b1c

21 Listed property. Enter amount from line 28

22 Total. Add amounts from line 12, lines 14 through 17, lines 19 and 20 in column (g), and line 21. Enter here

and on the appropriate lines of your return. Partnerships and S corporat¡ons - see instructions

23 For assets shown above and placed in service during the current year, enter theof the basis attributable to section 2634 costs

JSA For Paperwork Reduction Act Notice, see separate instructions.5X2300 2.000

4PN00R 8418 V 15-7F

1,883.

4, 7

228 ,97 3 .

]-69 | 405 . 7.sYRS S/LSEEDETAÏÏ, 12 yrs. S/L

40 yrs. MM S/L

Summary See instructions.21

22

23

Part lV

Fom (201 5)

]-3-344L466Form 4562 5 2

Listed Property (lnclude automobiles, certaused for entertainment, recreation, or amusement.)

certain aircraft, certain computers, a propertyn er veh

Note: For any vehicle fo24b, columns (a) throuqh

¡ whlch you are using the standard mileage rate or deducting lease expense, complete only 24a,(c) of Section A, all of Section B, and Section C if applicable.

Part V

Sêction A - Other lnformation See the instructions24a Do you have evidence to the business/investment use claimed?

(a)

Type of property (listveh¡cles first)

25 Special depreciation allowance for qualified listed property placed in service duringthe tax r and used more than 50% in a ualified business use (see instructions

automobilesNo

(D

Elected sect¡on 179

cost

X Yes No 24b lf "Yes," is the evidence wr¡tten? x Yes

(b)

Date placedtn servtce

(c)B usiness/

investment usepercentage

(d)Cost or other bas¡s

(e)Bas¡s for depreciation(bus¡ness/¡nveslment

use only)

(0

Recoveryperiod

(s)

Method/Convention

(h)

Depreciationdeduction

2526 used more than 50% in a qualified business use: SEE LTSTED PROPERTY DETATL

"/.1

%l

"/"1

Y"l S/L -

Y"l S/L -

%l SiL -

28 4,170,29

used 50% or less in a qualified business use:

2829

27

Add amounts in column (h), lines 25 through 27. Enler here and on line 21 , page 1

Add amounts in column , line 26. Enter here and on line 7, page 1

Section B - lnformation on Use of VehiclesComplete th¡s section for vehicles used by a sole proprietor, partner, or other "more than 5% owner," or related person. lf you provided vehiclesto your employees, first answer the questions in Section C to see if you meet an exception to completing this section for those vehicles.

30

31

32

33

34

Total business/investment miles driven duringthe year (do not include commuting miles) . . .

Total commuting miles driven during the year .

Total other personal (noncommuting)miles drivenTotal miles driven during the year. Addlines 30 through 32 " . .

Was the vehicle available for personal

(f)Vehicle 6

No

use during off-duty hours? .

35 Was the vehicle used primarily by a morethan 5% owner or related person?

36 ls another vehicle available for personaluse?

Section C - Questions for Employers Who Provide Vehicles for Use by Their EmployeesAnswer these questions to determine if you meet an exception to completing Section B for vehicles used by employees who are not

Vehicle 1

(a) (b)Vehicle 2 Vehicle 3

(c)Vehicle 4

(d)Vehicle 5

(e)

Yes No Yes No Yes No Yes No Yes No Yes

37

38

3940

41

more than 5% owners or related instructions

Do you ma¡ntain a written policy statement that prohibits all personal use of vehicles, including commuting, byyour employees? .

Do you maintaln a written policy statement that prohibits personal use of vehicles, except commuting, by youremployees? See the instructions for vehicles used by corporate officers, directors, or 1o/o or more ownersDoyoutreatall useof vehicles,byemployeesaspersonal use?. . . : . . .:. .Do you provide more than five vehicles to your employees, obtain information from your employees about theuse of the vehicles, and retain the information received?

Do you meet the requirements concerning qualified automobile demonstration use? (See instructions.)Note: lf r answer to 37, 38, 39, 40, or 41 is "Yes," do not com lete Section B for the covered vehicles.

(a)Description of costs

No

X

xX

(Ð

Amortization for this year

YesX

(b)Date amort¡zation

begins

(c)Amortizable amount Code section

(d)(e)

Amortizationperiod or

percentage

Part Vl

42 Amorlization of costs that ins du 2015 tax instructions

Amortization of costs that began before your 2015 tax yearTotal. Add amounts in column See the instructions for where to report

4344

43

A4

JSA

5X2310 2.OOO

4PNO0R 8418 v 15-7F

rorm 4562 lzots¡

oF

-o

F-

Ð()

f.-rF

-Ð

oo

e()

¡.*()

$r

Nr)

()Ð

oo

t-rl)

t'.-N

oo

ra)()

(oú)

r-*t'.-

n()

F,

f--()

()f.-

o()

t-rt)

r)ç(f)

.l)6

6o

o

coooo(\¡

mooôt

moOoN

cooooc{

coooC)

N

coooN

cooooC\¡

cooooN

coooC\¡

ÉoOc\¡

c0oOoN

c0ooOC\|

c0ooñ¡

cooooN

cooooC\¡

mUoô¡

mooN

c0oC)

ON

moN

c¡oOoN

moOoc{

c0oOoN

c0oN

coooN

c0oooN

coooc!

mooñl

JU)

Éooc)c\¡

(noooc{

coooON

cooooc{

dlooC\¡

mooOa.¡

coooc{

moON

c0ooN

c0oooC\¡

JU)

cooOC\¡

coooN

c0ooC\¡

coooN

cooooc..,t

d)ô<)

oc\¡

c0ooc\t

moOoN

tloON

cooo(f,N

cooooC\¡

coooON

cooooc{

F-

co@

o¡ot'.- qso){'\c{

F-\f

olr)l'--(o(t

@oIÍ)NÕ

.1

$

F-

coæ-

o,00

oo

t'.-

IoC

\¡lr)

()€a(oF*

ooqco

F-

(o-

o

(e(oqc)@

_

N€cF- €\fs.N

tr)cft

(oc),r¿

O

coñlF-

N

cÎ,f.-oq(o

()æf.s

r)F-

oo_

oF

.oqc{N

Nñ(oñlC

\¡ sqN

oao(o-

c\¡

F-

!eñsqc{

ú)NO.

ao

o{'oqN

o,c\¡()oo

s\(o

f)q()I.*-c!

Os(o-

$

vc\¡cN

o{'Âl

N

c.)(o-

t-O(f)

ocf)

ao

(o(oN,

$

æ00

ñ

(ot-O,

c/)

(ooìc)(a,(o

F-

@"

N

t'.-

(?C\¡

c.)vf.-

NF-

rf) €fo

(')tr)

-roc)(o

oó

Ì-o

oo)T

o)s(o(o

Õo

ÕÕ

orf,o)(o

t'.-o

\to,\o)¡.-

|f)()c{F

-O

)N(o

€c\¡o?(.) s00

ço*(o(flg

(oooc.)

(ooo(f)

oco\f

(ÐF.

qF

.æ

cococ\¡

Næs.coq

(o(oÞ-

6(o_

õ¡

(ÐO)

o-N

ooo.o,(f,s"(f)

oqC\¡

ao¡-.c! s@c?

c\€o-:c\¡

o)oriF

-¡--æ

c\t@a?

cf)o)ao. o$aC

\¡

oo

¡--(oqN

FqNl'f.-

Nt.-()oof"(o

ñ()o?(o

rf)o(o

1".ao@

(oj

(oo-

N

t-F.

+

o()F-.

(o(fJ

o)|r)cì

úf.-o.sC

\¡€-

çoqof.,oC

Ð

(oô¡().|l)co"t@F

-

æoqoo

NF-

(').

o,

(o()co-

o)oc;

(f)$(f)-

(o

No,ñ

¡.-()co

CÐ

aóo,

o)Ð.

(f)

c\¡

oo(f)

c(o

c)coosc{s@

_

o,

(Ðo)(oj

t'.-(f)\

(oco*,N

<)$(f)_

ot.-f.-

(.)$-T\@

Í¡.-o.c{

F-

Ì.-oo.fjI(o+

|f)olr).N

sot o\(o\tF

-

|f)(oco

Nco(oN

(f)

F-

@a()

(ooco@

r,Nro. sF.

c!o

t'.-co(o

q.ù

()ñc\¡

t-Fr_

tû

o\(f)

c{ol'_¡.-

c!sNC

',æ(t).

@

F-

()-(f)

(oc{q?

()€.t(o¡.-

@orl).a

(oF

T

qc\¡

o,o,@-

Nca

cf)æôlo

(r)(ooqc\¡

()|f)qce

coco.

o

c{€qooC\¡

o)o)c\¡.

¡..

F-

ao@"

sôlo)€(fJ

@roqt,N

@ooo"r¡)

ryao

(f)

c.¡('ì.f

olf,.Û

o)s"C\¡

F-

r:@

t'.-(o(o-co

o)6qF

.Ð-:()

co(oo)-

N$q(ooìF

-

F-

@-Oc{Õ

tr)

Tc\¡c?s

@o$.r)

@@_

co

Nt¡)qn

()l'.f.-N

$*ri

(oqn

(oc{c\¡¡.-

-()oo.e

o()oqt'--

0F--

(oqN

t-oa¡¡(o

(')(o\(o¡o

(oNeD

F.

6(oooF

-(ott

()ñôt

F-\f

or.l)F

-.(o(o

(\¡(f)a

F-

N"

$

oNC')-

o)æo?oo

F.

q(oñJr{)-

lf)coç.F-

cog?ao

or,':F

.o.C

\¡

o)o)qN(f,

(f)

0oc\læ

(a(oæ-

c\¡

(r)o.tco

ao€;c\¡@oqcoN

o)o)ô{F

-

f..co.t

C\¡

o,oq(?

oo()(o-

NC\¡

coæ()_(r)

¡l)

ôl@(.,

(.)Nç,+

oç(')*o,aC

\¡

F-

00

Ì.-(oq€

oóol(f)

F-

0()

æo)_

N\trl(oÞ

-

F*

qoNc!n

sc\¡(r).

soot"

(oæ

No@.

n

()$-F,

c\¡

$Tqro

(oc'r.()

(oNqF.

(\F-

c4.

o

ooqoo

oqt-

¡o\(ooqc{

F.

os"c\¡(Ð

(')\(orf)

(oNoc.)

ooN(f)

coo

sc\¡(É

)o$o

T()e{o)oo

lr)c\t

oÐ

ô¡{'o@o

d)oNTN

oc{I(o

oN(o

ooNôlC\¡

¡.-o

oON(o()(]

aoooNó(',o

(7)

c\¡

oc\¡<

)

o,ooNO)

(.)o

ooooc!æ()()

6oC!*ooo

óoNtoo¡o

aoo()C\¡

rÔc{o

@oÕôl

N

æooNN

coooN(.)c{c{

@ooN(aC\¡

N

o)ooc{O

)

íJo

o,ooNc\¡tf)o

o)ooq€(oo

o)oN(.)NF

.o

ooo^t(oNcoo

ooNç$o

ooNoNlf)

ooqco(oo

ooq(oc\¡

oc{C\

o(to

oC\¡

(o

c\¡

c{$NNo

c{C\t

o)C\¡

(\o

sloNifo<>

c{oN$o

c.¡

oN()

c!(\c\¡

ON$

(r,

oNfc\¡o

(f)

oc\¡\t

(f)

(\oC\¡

IoC\

C')

oo

soC\¡

c')Oo

$c)NCf)

N()

soô¡(É)

N

l'C\¡

(ooc\¡<

>

*oC\¡

oso

rfoN(oo

.ûaN

rtOC\¡

soN

6oN()(oo

()oc\¡oc\¡$o

r)c\¡

otr)

ç)oC\¡

ll)o

çoNolr)o

c(¡)

E.g=ulc)fËrì

o)Ê.9Ju¡fo.EoO

c0)E,9ouJq)=o.EoO

co)E.9ftuoo.Eo

EoEofutc)ÈC

IEoO

coE'ãuJq)oEoO

coEo.qUJo)

o

a)E'3otU!ooEoO

III

_lclolEI

ol'-l'õltxltbl:ldE

Iol()l(

c(¡)

Ê.9Ju(¡)

fo.EO

=(¡)

E.efotrJoJElì

occ)oaefx!(úo=Lr

=E.sfcttuooo

go)E.s= guJ(¡)

fo-EO

coE.sfcruo)oo

c(¡)

E.gqIJJooEU

gc)E.g5ctulo)fo

c(¡)

E'=oulo:aEoO

c(¡)

E'=uj(¡)

fEoO

coE.sJUJ(¡)

5o.Eo(.)

coE.sfuJc)oEoO

0)E.s=crtU(¡)

qEoO

(5

Ød)

Xr\Ë

!cñEfË

c

oox!c)f'-flLLI

Øo)XEofÈcfIL

Ød)x(toÈfLL

OoøEx:oc(goÈLL

cc)Ê.EIUod)

=cJLL

øí)5xçÞ(!dJfÈcfl"r

U'

o):xaËEño)f=clr-

oc(¡)oci-EIoE(¡)ø(oo)J

E(oIo(/)o=oEoO

!ñEfEfLL

g(!

E

oot,EfxFÞc(úIJEfL!

c(t)

Ê'=oruq)fEoO

o(¡)Iìo)zci-EgooûõoJ

(¡)

eo)?= ozo0)fX¡FÞ(úo)fÈcft!

tÐ

o).x

o5=fL

Ect!-c(!F

o)o

oo

=cf.9

oop(fxU)

oc0

4)f

EoØU)o,EE.cdl

o)c'-o_(¡)oo

C)

oU

oJE=¡,Lo)o€o()o

ØE5Èc

o¿(¡)

U) oo

oo

ooa'ì

o)cooEÈc=LLotJ

c)co)oci.E;os1olø

l6l-el

oq)Iz

c)ooofELLd)oo

TL

o:=LL

of=cfLL

c)¿q)<

t)(¡) l

=t

tLl

rf,oñt(t)o-oÊoooou,(Í

coaúoLE

del!o>

, (t,

LOÑF

lJ- ctc'õo9Ë

=sg

NF

-()

ll)n

e()

6n

t-t'.-

t-Ì.-

F-

NN

NF

.¡.,

¡.-N

Nf.-

NF

-F

-N

F-

r--F

t-N

t.-F

-È

.-F

-F

-F

-t'--

NF

-F

-qN

()

dlooc\¡

coooo(\¡

cooooN

cooooôl

c0oooN

ooC\¡

cooN

coooñl

mooc)N

moooN

c0oÕôl

c0oooN

c0oooN

c0oooc{

doooc{

cooON

moooe{ o(\¡

c0oON

cooos¡

coôooN

d)octc!

coooN

coooÕC.¡

cnoooN

oooC\¡

cooôC.¡

coooN

c0ooN

dlooC\¡

coooC\¡

cooc)oc{

dloooc\¡

cooc)ON

mooc.l

moooN

coooN

coo()oN

cooooN

Éooc\¡

d]ooON

JU)

oF-

oì(Ð$¡-

F-

aoo@¡.-o)-o

o)()t-o-

c',oq

ooF:

(o_

(0

.rto(o

c{ñttr2(o

€æ.r¿

\t*qc{ç

c\¡(o

c)C\¡

-:oNN

(o$óNN

c)N@F

-

()(oa<. sqC

\

r,otft-_f--

(f)

,tìrtÐO

r_

(oo)rìc!

()N@, óN\ó

()00$o,¡.-

t.F-

c{s¡f)Nl'

t.o)q{|f)o)-

F-()s

$@-

o

F,

\o

o¡f)N0oqq

\f(on()

oF-

o)-

(oft'.-

co¡.-o)-(o

l¡-l-

o)r)t-c

o(f)-

ooCO

q(Ð@

(f)

@q$$(o-

C\

()c{(o(.)

NoC

\¡N

(o$co

NN

óc\,1

æ¡.-

r)(onT

o)É@"

c\¡

(f)

N\oo

\tlf)(0C

\¡c{tr).(o

¡r,o,sNñ

f)o.t

Í)nq(oo,qìc{

|f)C

\¡(o-

()æfo)F

-f..N

No*|l)r\¡T

f.-o)q$

|f)O)

-¡-ro$

l-qO

f.-t-.c) ç

N€0o"

oF-

f:f$o,ry

00€oof

loLÓo)-¡.l)

t.-F

.c?()

(o()o,lf)Nor.()

olr)€.O

)

rof.--

Fo().@

.(f(oa(o*

F-

t-u?s(alf)<

9.

roT

o¡.-ô{

æF.

-no¡o.

(ojq(f)

(f)

qN

conqF-

€o(eu?

(f)

6a$O

)a

v()o).v

c)lr)Õ{

C\¡

$qo)

(o(o{-ory\tr)

o\ot-co

çt.-

co

(of.-Ír.c{(oq

çoo)(")

o¡t)ry

F.

qçt"-

aqC\¡ v¡.-

O).

C\¡

(ooOqoF-

ll,(qN

ooõl(oavF

-

t'..

o(oN

(olf).O

r)oT(o

oF--

N

(>()oqO)

lf)\c.)

(o(Ðsìt¡)o)

F-

f.-d

(ot¡lo)

F.

oúì@

ç(0v"(o$

t\F.

¡fls

(f)()<qç.+

F.

NóF

.o-

|f)oq@ja?

o¡¡?

c\,1

co()qF-

aoolr)-

roc\¡oìo

(f)

00aso)a

s6+

(')!.)î{N{.c')-o,

@(o$oñlf()

O\r)

ot'.-q?

þ¡.-

cO

(oF-

-c\¡(o-(o

oO)

ct-

O()c!f--

rri

F.

@_

N

v¡.-o?c{

(o6acf)Þ

.

()(ocqN

(oóa.lft-

t'.-

o@c\¡

o)(ou?(Ð

nos-(t)(o

H

o,\c\

()oC.l

o6o

rooc!o|r)o

|r)

C\t*r,o

|fJ

oôtF-

oæ0

()oô¡o

rtoô¡

o

()oc{o

rf)

No

¡ooc\¡

o

noNll,o

ooc{O

r{)

oNoroO

ooNorljo

6oC\¡

()rf)o

ú)oñ¡

o¡f)o

oaNo|l)o

()oôl()O

|l)C\¡

o(]o

|f)()c{olf)ö

rf)()c{or)o

t¡)

No|l)Õ

()oc\¡

c)rf)o

()oN¡f)O

()oC\¡

or.()o

()oc!O¡f)Õ

ro()c\¡

o()c)

oNrOc)

|l)oNOrOo

(,NOr)Õ

r,oc{Oç<)

()oNor.l)o

()c)c{o|r)o

lf)c)No

()oc\¡

ooô

loNo()Õ

()()ciOÐo

rooc\¡

oo

rJÕNo

nNoo

r)oc\¡

o

ll)c!oN

t¡)

oC.l

oN

CO

oN¡-

ØoJxiI!c(to:ÈE:LL

oE.ggUJ(¡)

5o.E

ofc3tL

øo)fxiIEc(5ofÈcLL

od)fXir!(Eí)fcfl'L

qd)fxiI!cõd)

ÉsLL

q)eoì3o)zci_ËõgoØñ0)J

Ø0)Jx!(!0)

LL

ac)fXi;E(úEfEfIr

ØIfXiI!c(5OJ

5=cTL

øo.xll_Ec(5oÈE

Øo.xt¡.Ec(t

Ød):,xTL

!c(ú

ØEf.xILEñE=ftL

cn)E'5orololE

Iol(JI

EcoEc(ú

o=ELL

Ø(¡)

.xTLg(gogE¡.r

o:cL

oo)5xiIEc(td)fËcl!

ød)fxiIEc(úCJ

fc:tl"L

øoxiIEco:IELL

ØExi:Þc(ú0)fLL

ØEfXiT(!IfJlr

øEfXiIE(!o)=ËcfLL

0)f=

ØctfXiIEc(ú

oof.xTL

õd)

=cfLL

!cfttd)fcfLL

Þc

o)

.xLLÞc(úoÉll-

ûofXiIEcõoÉcTL

ØofxiIEcoo=ELL

øo.xtr!cõE=Ett

od)5.xLLEc(!Egu_f

l-oøcdoXUJØËo)oEo

o(¡)

'(!O

Øvooo

o!6F'õcC

)

c;p

Øo3

ooEfõU)

.9Øoo

Èa)z

.of(1 E

EooÉ.

oco(¡)

-oñFEoÉ.0)

oco.l

oco

FEoJ(6(¡)

m

EoJñEm

õo3

.=(!OIØ(of-

q)

i!

o5ÈgftLt--"J

0)(!0-

æoçØco(oØ:ô=

c{fNutEoÉ.o)

i!

sc\luJEoÉoi!

(Ðc..lLL.l

co(uØ!o=

o=LL

EÈc5u-OJ

oEo

c.9Øc(úax!Ioõl=l

c!Øvôooo.c!coU)

3q)zo

(¡)a(¡)I' oz

ËoooLfLÌto,

.2J

Ø:ñF

coirt I r¡

9 5-=

!odeilL

Os

>úD

(")

=-!E

õËO

'E

È

t3þoflro=

ãô*8*

Schedule B(Form 990, 990-EZ,or 990-PF)Department of the Treasury

Revenue Service

Name of the organization

ÍÍALTON FAMÏLY FOUNDATION,

Organization type (check one)

Filers of:

Form 990 or 990-EZ

Schedule of GontributorsÞ Attach to Form 990, Form 990-EZ, or Form 990-PF.

> lnformat¡on about Schedule B (Form 990, 990-EZ, or 990-PF) and its instructions is at www.irs.gov/form990.

OMB No. 1545-0047

2@15

TNC.Em ployer identification number

L3-344]-466

Section:

Form 990-PF

501(c)( ) (enter number) organization

a9 7þ)(1) nonexempt charitable trust not treated as a private foundation

527 political organization

501 (cX3) exempt private foundation

a9a7@)(1) nonexempt charitable trust treated as a private foundation

501 (c)(3) taxable private foundation

x

Check if your organization is covered by the General Rule or a Special Rule.Note. Only a section 501(cX7), (8), or (10) organization can check boxes for both the General Rule and a Special Rule. Seeinstructions.

General Rule

X For an organization filing Form 990, 990-EZ, or 990-PF that received, during the year, contributions totaling $5,000or more (in money or property) from any one contributor. Complete Parts I and ll. See instructionsfordetermining a

contributor's total contributions.

Special Rules

For an organization described in section 501(c)(3) filing Form 990 or 990-EZ that met the 33 1/3 % support test of the

regulations under sections 509(a)(1 ) and 170(b)(1 XAXvi), that checked Schedule A (Form 990 or 990-EZ), Part ll, line

13,16a, or 16b, and that received from any one contributor, during the year, total contributions of the greaterof (l)$5,000 or (21 2o/o of the amount on (i) Form 990, Part Vlll, line t h, or (ii) Form 99O-EZ,line 1. Complete Parts I and ll.

For an organization described in section 501(c)(7), (8), or (10) filing Form 990 or 990-EZ that received from any one

contributor, during the year, total contributions of more than $'l ,000 exclusivelyfor religious, charitable, scientific,

literary, or educational purposes, or for the prevention of cruelty to children or animals. Complete Parts l, ll, and lll.

For an organization described in section 501(cX7), (8), or (10) filing Form 990 or 990-EZ that received from any one

contributor, during the year, contributions exclusivelyfor religious, charitable, etc., purposes, but no such

contributions totaled more than $1,000. lf this box is checked, enter here the total contributions that were received

during the year for an exclusively religious, charitable, etc., purpose. Do not complete any of the parts unless the

General Rule applies to this organization because it received nonexclusively religious, charitable, etc., contributions

totaling $5,000 or more during the year >$

Caution. An organization that is not covered by the General Rule and/or the Special Rules does not file Schedule B (Form 990,

990-EZ, or 990-PF), but it must answer "No" on Part lV, line 2, of its Form 990; or check the box on line H of its Form 990-EZ or on its

Form 990-PF, Part I, line 2, to certify that it does not meet the filing requirements of Schedule B (Form 990, 990-EZ, or 990-PF).

For Paperwork Reduction Act Notice, see the lnstruct¡ons for Form 990, 990-EZ, or 990-PF,

JSA581251 2.000

4PNo0R 8418 v 15-7F

Schedule B (Form 990, 990-EZ, or 990-PF) (201 5)

Schedule B (Form 990, 990-EZ, or 990-PF) (2015) Page2

Name of organization W1\LIUN tAlvll-LI !UUl\U.¿\II-Ul\r j-I\u. Employer identification number1"3-344L466

(c)Total contributions

(b)Name, address, and ZIP + 4

L5,756t830.$

HRW TRUST NO. T, UAD OT/I'7/03

P. O. BOX 4101,27

FORT WORTH, tX 76L47



15 ,7 56 ,830 .$

HRVf TRUST NO. 2, VAD 01, / 1,'7 / 03

P - O. BOX 47 0L2-7

FORT WORTH, TX 76L47



HRVÍ ÎRUST NO. 3t UAD 0t/7'7/03

P.O. BOX 470L27

FORT V{ORTH, TX 7 6L47

13,551 ,]-59.$



13,551,159$

HRI¡¡ TRUST NO. 4, üAD 01/l'7/03

P.O. BOX 470L27




,tTvü TRUST NO. Lt VAD 09/t9/02

P.O. BOX 470L21

FORT WORTH, TX 76147

38 ,330,326.$

(c)Total contríbutions

(b)Name, address, and ZaP + 4

.rrvt TRUST No. 2 | UAD 09 / 19 / 02

P.O. BOX 470127

FORT VÍORTH, TX 7 6147

38, 330 ,326 .$

[!@ Gontributors (see instructions). Use duplicate copies of Part I if additional space is needed

(a)No.

1 PersonPayrollNoncash

(Complete Part ll fornoncash contributions.)

(d)of contribution

X

(d)of contribution

x

(a)No.


No.(a)

3


(d)of contribution

PersonPayrollNoncash

(Complete Part llfornoncash contributions.)

(d)of contribution



(d)of contribution



(d)of contribution



x

(a)No.

4 x

(a)No.

( X

(a)No.

6 x

JSA5E1253 2.000

4PNO0R 8418 v 15-7F

Schedule B (Form 990, 990-EZ, or 990-PF) (2015)

Schedule B (Form 990, 990-Ez, or 990-PF) (201 5) Page2

Name of organizat¡on Em ployer identification numberL3-344L466

(d)of contribution

f,f,I Contributors (see instructions). Use duplicate copies of Part I if additional space is needed

(a)No.

7 x

X




(d)of contribution

x

(d)of contribution

x

(d)of contribufion

X

(d)of contribution

x

(a)No.

B PersonPayrollNoncash


(a)No.






(d)of contribution



(a)No.

(a)No

(a)No.

10

11

1,2

(b)Name. address. and ZIP + 4


JTür TRUST NO. 3, UAD 09/t9/02

P.O. BOX 470L27

FORT tfORTH, TX '7 614'7

38,330,326.$



,JTW TRUST NO. 4t UAD 09/19/02

P. O. BOX 470L27


38,330 ,326.$



.tTvü TRUST NO. 5, üAD 09/L9/02

P.O. BOX 470127

FORT VfORTH, TX 7 6L47

38 ,330 ,326 .$

(b)Name, address" and ZIP + 4


HRIÍ TESTAMENTARY TRUST NO. 1

P. O. BOX 47 0].2'7

FORT V'ÍORTH, TX 7 6L47

25 ,1,1,6 ,1"02 .$


(b)Name, address, and ZaP + 4

HRú] TESTAMENÎARY TRUST NO. 2

P.O. BOX 470L27

FORT I¡IORTH, TX 7 6147

25 ,1,1,6 | 1,02$

(b)Name. address, and ZaP + 4


HRT4I TESTAMENTARY TRUST NO. 3

P. O. BOX 47 01"27

FORT WORTH, TX 7 6L47

25 ,1,1,6 , r02 .$

JSA5E 1 253 2.000

4PN00R 8418 v 15-7F


Schedule B (Form 990,990-EZ, or990-PF)(2015) Page2

Name of organization Em ployer identification number]-3-344L466

(d)of contribut¡on

[![t Gontributors (see instructions). Use duplicate copies of Part I if additional space is needed

(a)No.



X

(d)of contribution

X

(a)No.

1-4

(a)No.

l_5

(Complete Part ll fornoncash contr¡butions.)



(d)of contribution

(d)of contribution

(d)of contribution

X



(a)No.




(d)of contribution



(b)Name, address. and ZIP + 4


HRÍ{ TESTAMENTARY TRUST NO. 4

P. O. BOX 47 0t2'7

FORT WORTH, TX 76141

25, tt6,].02 .$



HRI,I TESTAMENTARY TRUST NO. 5

P.O. BOX 470L27

FORT T¡IORTH, TX 7 61.4.7

L8t429,675.$

(b)Name. address. and ZIP + 4


HRW TESTAMENTARY TRUST NO. 6

P.O. BOX 470127

FORT WORTH, TX 7 61,4'7

]-8,429,675.$



HRV{ TESTAMENTARY TRUST NO. 7

P. O. BOX 47 01-27

FORT I¡IORTH, TX 7 61"47

18,429,675.$

(b)Name, address. and ZIP + 4


HRÍf TESTAMENTARY TRUST NO. 8

P. O. BOX 47 01,21

FORT ÍÍORT, TX 7 6747

L8|429|615.$



HRÍf TESTAMENTARY TRUST NO. 9

P.O. BOX 470127

FORT Í{ORTH, TX 7 6]47

16. 806, 336.$

X

x

(a)No.

1,7

(a)No.

18 x

JSA5E 1 253 2.000

4PNO0R 8418 v 15-7F


Schedule B (Form 990, 990-EZ, or990-PF) (2015) Pa1e2Name of organization Em ployer identification number

L3-344!466

(d)of contr¡bution


(Complete Part ll fornoncash contribut¡ons.)

(d)of contribution



(d)of contribution



(d)of contribution



(d)of contr¡but¡on



(d)of contribution



f,!fiI Gontributors (see instructions). Use duplicate copies of Part I if additional space is needed

(a)No.

1_9

(a)No.

20

(a)No.

21,

X

x

X

x

(a)No.

22

(a)No.

z5



HRI¡¡ TESTAMENTARY TRUST NO. 10

P. O. BOX 47 012'7

FORT hIORT, TX 7 6747

16,806,336.$



HR!ú ÎESTAMENÎARY TRUST NO. 3.1-

P.O, BQX 470L27

FORT I¡IORTH, TX 7 674'7

l_6, 806, 336.$



HRIÍ TESTAMENTARY TRUST NO. 1.2

P. O. BOX 4'7 0127

FORT I¡IORTH, ÎX 7 6L47

16, 806, 336.$



BENTONVTLIE, AR 12712

LUKAS T. T¡IALTON

P. O. BOX 1860 4L,972,295 .$



BENTONVILLE, AR 7271,5

JIM C. VfAITON

P. O. BOX 1860 92, 047, 500 .$



BENTONVTLLE, AR 727L2

ALICE L. YüAÍ,TON

P. O. BOX 1860 t53, 41.2, 500.$

x

X

(a)No.

24

JSA5E1253 2.000

4PNO0R 8418 v 15-7F


Schedule B (Form 990, 990-EZ, or 990-PF) (2015) Page2

Nameof organization WALTON F.AMILY FOUNDATION' INC Employer ¡dent¡f¡cation numberL3-344]466



BENTONVTLLE, AR '727L2

ALTCE A. PROIETT]

P. O. BOX 1860 30, 682, 500 .$



BENTONVTLLE, AR 72'712

JAMES M. WALTON

P. O. BOX 1860 4, gog r 200$



BENTONVTLT,E, AR 727L2

BEN,JAMIN S. I/,IALTON

P. O. BOX 1860 33 ,'7 50 ,'7 50$


(b)Name, address, and Zl,P + 4

500,000,$

BENTONVII,LE, AR 72712

IUKAS T. WALTON

P. O. BOX 1860



$



$

s!f, Contributors (see instructions). Use duplicate copies of Part I if additional space is needed

(a)No


(Complete Part Il fornoncash contributions-)

(d)of contribution

x

(d)of contribution

X

(a)No.

26




(d)of contribution

x

(d)of contribution

(d)of contribution

(a)No.



(a)No.




(d)of contribution



X

(a)No.

(a)No.

JSA5E1253 2.000

4PNo0R 8418 v 15-7F


Schedule B (Form 990, or 990-PF) (2015)

Name organization V|IALTON FAMILY FOUNDATION, INC.3

m num

L3-344t466

(d)Date received

L2/29/201.5

[![|[ Noncash Property (see instructions). Use duplicate copies of Part ll if additional space is needed

(a) No.fromPart I

22

(a) No.fromPart I

23

(a) No.fromPart I

24

(a) No.fromPart I

25

(a) No.fromPart I

26

(a)No.fromPart I

27

JSA5E 1 254 2.000

(d)Date received

1.2/29/20L5

(d)Date received

t2/29/201,5

(d)Date received

t2/29/201_5

(d)Date received

12/29/201,5

(d)Date received

1.2/29/2075

(b)Description of noncash property given

(c)FMV (or estimate)

(see instructions)

683,000 SHARES OF VüALMART STOCK

4L, 91,2,295 .$



(see instructions)

1,500,000 SHARES OF WALMART STOCK

92t047 t500$



(see instructions)

2,500,000 SHARES OF VÍALMART STOCK

t53, 4L2,500$



(see instructions)

500,000 SHARES oF WALMART STOCK

30,682, 500 .$



(see instruct¡ons)

80,000 SHARES oF üTALMART STOCK

4 ,909 | 200 .$



(see instructions)

550,000 SHARES OF VÍALMART STOCK

33,750¡750.$

4PNO0R 841_8 v 15-7F


Schedule B or 4Name organ¡zation VIALTON FAMII,Y FOUNDATïON, INC. Employer identification number

1_3-3441-466Exclusively rel¡g¡ous, charitable, etc., contr¡butions to organizations described in section 501(c)(7), (8), or(10) that total more than $1,000 for the year from any one contributor. Complete columns (a) through (e) andthe following line entry. For organizations completing Part lll, enterthe total of exclusivelyreligious, charitable, etc.,contributionsof$l,000orlessfortheyear.(Enterthisinformationonce.Seeinstructions.)Þ$-Use du licate co of Part lll if additional is needed.

(d) Descr¡pt¡on of how g¡ft is heldPart I

Part lll

(e) Transfer of gift

Transferee's name, address, and ZIP + 4 Relationship of transferor to transferee

(d) Description of how gift is heldPart I


Transferee's name, address, and ZIP + 4 Relationship of transferor to transferee

(b) Purpose of gift (c) Use of gift

(b) Purpose of gift (c) Use of gift

(c) Use of gift(b) Purpose of gift

(c) Use of gift(b) Purpose of gift

(d) Descr¡ption of how gift is heldPart I


Transferee's name, address, andZlP + 4 Relationship of transferor to transferee

No.

Part I

(d) Description of how gift is held


Transferee's name, address, and ZIP + 4 Relation sh i of transferor to transfêree

JSA5E 1 255 3.000

4PNo0R 8418 v 1"5-7î

Schedule B (Form 990, 990-EZ, or 990-PF) (201 5)

Ì¡IALTON FAMIT,Y FOUNDATTON, INC.

FORM 99OPF PART I - TNTEREST ON TEMPORARY CASH TNVESTMENTS

DESCRIPTION

REVENUEAND

EXPENSESPER BOOKS

ARVEST BANKLEASE DEPOSTT INTERESTSOUTHERN FINANCIALCHARTER SCHOOL GROüTTH FUND _ PRIPRESBYTERIAN CHURCH PRIGOLDMAN BROKERAGE ACCOUNT

NETÏNVESTMENT

INCOME

ATTACHMENT 1

t3-3441466

3,369.35,

5,000.23t,250 .

66 t724.80.

3,368.. 35.5, 000 .

23]-,250 .66,724.

80.

TOTAL 306,457. 306,457 .

4PNo0R 8418 v 15-7FATTACHMENT 1

Í{ALTON FAMTLY FOUNDATTON, rNC.

FORM 99OPF PART I - DIVIDENDS AND TNTERES T FROM SECURITIES

DESCRIPTION

REVENUEAND

EXPENSESPER BOOKS

VüALTON ENTERPRISES, LLCVüALTON FAMILY HOLDINGS TRUSTNORTHERN TRUST ENDOV{MENT FUNDNORTHERN TRUST NORAD ACCOUNTNORTHERN TRUST GOLDMAN SACHS ACCOUNTARIEL FUNDREGIONS BANKTIMESQUAREQM COMMON DAILY EAFE FUNDQM COMMON DAILY EMERGING MKT FUNDDAVIDSON KEMPNER - TAXABLE DISTRTBUTTONSDIVERSTFTED FRONTIER BQUTTY FUNDGOIDMAN SACHS CALL FUNDGOLDMAN SACHS PUT FUNDRUSSELL 1OOORUSSELL 5OAJO GLOBALPASS THROUGH DIVIDENDS/INTEREST

TOTAL 73, 009, 348. 73, 009,348.

73-3441466

ATTACHMENT 2

NETINVESTMENT

INCOME

27,275t971.tt'759,133.2 | 411, 301.

7, 500.3r 509,313.I, 664,5L9 .

36¿ 511.988,41L.

6r 060,325.2,99t,727.

15, 657 ,032.t,7't8 t173.tt 426,903.

L7, rg2 .3t640t732.

980, 656.562,094.

2,248, 905 .

27,275t971.7,7 5g , 133 .2, 41Ir 301.

7, 500.3,509,313.L, 664 | 51,9 .

36,511.988, 47l..

6,060,325.2,99L,727.

t5, 657 ,032.Lt't78tI73.1,426,803.

t7t7g2.3t640t732.

980/ 656.562,084.

2,248, 905 .

4PN00R 8418 v 15-7FATTACHMENT 2

WAï,TON FAMII,Y FOUNDATION, INC

FORM 99OPF PARTT-OTHERTNCOME

DESCRIPTIONRECOVERTES OF PRTOR YEAR GRANTSOTHER TNCOME PASS THROUGHSECTION 988 GAIN/LOSSOTHER INVESTMENT INCOMEROYALTY INCOMEFX FOR!{ARD CONTRÃ,CT GAIN/LOSSSECTTON T256 GAIN/LOSSREGUTATED FUTURES CONTRACTS GATN/LOSS

REVENUEAND

EXPENSESPER BOOKS

381,, tzg .

-1, 518 , 416.l.37 ,7 65.

4,239 .147 ,077 .

-7 42,280 .

-40 | 57 6.23, 636.

-l., 607 , 426.

NETINVESTMENT

ÏNCOME

t3-3441,466

ATTACHMENT 3

1,185,793.137,765.

4,239 .t47 ,077 .

-742t280.-40,57 6.23, 636.

7]-5, 644.TOTALS

4PN00R 8418 V 15-7FATTACHMENT 3

WALTON FAMILY EOUNDATION, TNC.

FORM 99OPF PARTI-LEGALFEES

DESCRTPTTON

LBGAL FEES

TOTAIS

13-3441,466

ATTACHMENT 4

REVENUEAND

EXPENSESPER BOOKS

579,790.

579,790.

NETTNVESTMENT

INCOME

AD.]USTEDNET

ÏNCOMECHARTTABLE

PURPOSES

579,790.

579,78.0.


V{AITON FAMTI,Y FOUNDATION, INC.

FORM 99OPF PARTI-OTHERPROFESS ÏONAT FEES

DESCRIPTTON

INVESTMENT MANAGEMENT FEESEDUCATION PROGRAM CONSULTTNGOTHER CHARITABLE CONSULTTNGEVALUATTON PROGRAM CONSULTTNGPROGRAM STRATEGY CONSUITINGCOMMUNICAT ION CONSULT INGENVIRONMENT PROGRAM CONSULTINGHOME REGION PROGRAM CONSULTINGPASS THROUGH PROFESSTONAL FEESACCOUNTTNG FEESTT CONSULTING FEES

TOTALS 12,122,001 . 2,995,295.

]-3-344]-466

ATTACHMENT 5

CHARITABLEPURPOSES

299,357.2,229 | 326.2 t 165, 013.1t472,210.L,7 92 ,7 gg .1, 18 6, 409 .

471,085.

1,06, B9g .1"3 | 634.

9,736,722.

REVENUEAND

EXPENSESPER BOOKS

NETINVESTMENT

ÏNCOME

2t968,336.

t6,949 .

2,968,336.299t357.

2,229,326.2, L65, 013 .1t472,210.1,7 92 ,7 99 .1, 18 6, 409 .

47L,095 .1,6,949 .

t06,899.1_3, 634.

4PNOOR 8418 v 15-7FATTACHMENT 5

ÍÍALTON FAMTT,Y FOUNDATION, INC.

FORM 99OPF PART I - INTEREST EXPENSE

DESCRIPTION

NT INVESTMENT TNTEREST EXPENSEPASS THROUGH INV. INTEREST

TOTALS 132,670. ]-32,61c.

13-344t466

ATTACHMENT 6

REVENUEAND

EXPENSESPER BOOKS

NETINVESTMENT

INCOME

4 | ggt.127 t789.

4,881.t27,789.

4PN00R 841-8 v l_5-7FATTACHMENT 6

V{ALION FAT4ITY FOUNDATION, INC.

FORM 99OPF PART I - TAXES

DESCRTPTION

EXCISE TAXPROPERTY TAXESSALES AND USE TAXNT FOREIGN TAXESPARTNERSHIPS FORETGN TAXES

TOTALS

REVENUEAND

EXPENSESPER BOOKS

5,248 | t7L.2 | 071.3, 537 .

7,457 ,396.244t670.

6,955,845 .

NETINVESTMENT

INCOME

1_3-344L466

ATTACHMENT 7

CHARTTABLEPURPOSES

2,07t.3, 537.

5,609,

t,457 ,396.244, 67 0 .

1,7 02 , 066 .

4PNOOR 8418 v 15-7FATTACHMENT 7

WA],TON FAMTT,Y FOUNDATION, INC.

EORM 99OPF PARTI-OTHEREXPENSES

DESCRTPTTONM]SC. EXPENSESSUPPLIESTELEPHONE AND COMMUNICATTONSPOSTAGE AND EXPRESS MATLDUES AND SUBSCRIPTIONSINSURANCEREPATRS AND MA,TNTENANCERECRUITING EXPENSESTRATNING EXPENSESRELOCATION EXPENSEPASS THROUGH - PORTFOLIO EXP.ROYALTY EXPENSE

REVENUEAND

EXPENSESPER BOOKS

NETINVESTMENT

ÏNCOME

I3-3441466

ATTACHMENT 8

CHARITABLEPURPOSES

7 ,922.161,505.125t97I.2t, 47 6.

t02,234 .45, 463.L4, 43l..

]-59,327.97 ,909.34,920.

5,501,011.62,103 .

5,501, 011.62,703.

'll16L,L25 |2I,

102,45,t4,

t59,97,34,

822.s05.971.47 6.234.463.43t.327 .909.820.

TOTALS 6,334,672. .. 5,563,714. 770,958.

4PNo0R 841_8 v l_5-7FATTACHMENT 8

V|IAÏ,TON F.AMTÏ,Y FOUNDATÏON, TNC,

FORM 99OPF PART T] OTHER NOTES AND LOANS RECEIVABLE

t3-344t466

ATTACHMENT 9

BORROWER:ORTGINAL AMOUNT:TNTEREST RATE:DATE OF NOTE:MATURITY DATE:REPAYMENT TERMS:SECURÏTY PROVIDED:PURPOSE OF LOAN:DESCRÏPTÏON AND FMVOF CONSIDERATION:

BEGTNNÏNG BALANCE DUE

LOCAL IN]TTATTVES SUPPORT CORPORAT]ON10,000,000.

0.000. å0e / 0e /2003L2 /3!/20]-61/000,000 DUE yEARLy. REMATNTNG TOTAL DUE 20L6.NONEFÏNANCE NE!{ EDUCATIONAL FACTLTTIES FUNDS$l-0,000,000 rN CASH

10,000,000.

3r 896,265.

3,370,706.

3.370 ,706-

BRÏGHTER CHOICE FOUNDATTON10, 000, 000.

0.000" z05/04/20041,2 /31./201-7REVOLVTNG CREDIT LINE PRINCTPAL DUE 1.2/3!/20t7NONESUPPORT CONSTRUCTION FINANCING FOR CHARTER SCHOOLS$1-0,000,000 rN cAsH

l_0,000,000.

10,000,000.

l-0,000,000.

1 000.

ENDING FAIR MARKET VALUE

BORROWER:ORIGINAL AMOUNT:INTEREST RATE:DATE OF NOTE:MATURÏTY DATE:REPAYMENT ÏERMS:SECURÏTY PROV]DED:PURPOSE OF LOAN:DESCRTPTION AND FMVOF CONSTDERATION:

ENDING BALANCE DUE

ENDTNG BAIANCE DUE


ENDÏNG FATR MARKET VAIUE

4PNo0R 8418 v 15-7F

BORROWER:ORTGTNAL AMQUNT:INTEREST RATE:DATE OF NOTE:MATURÏTY DATE:REPAYMENT TERMS:SECURITY PROVTDED:PURPOSE OF LOAN:DESCRTPTTON AND FMVOF CONS]DERAT]ON:

BEGINN]NG BALANCE DUE

ViIALTON FAMILY FOUNDATTON, TNC. L3-3441-466

ATTACHMENT 9 (CONTID)

EXALT EDUCATION900,000.

0.000., z07 /3L/20]-]-07 /3t/20]6$150,000 ANNUALLY BEGTNNTNG 7 /3r/201,6NONEWORKING CAPITAL LOAN$900,000 rN CASH

900, 000.

900,000.

900 000.

900 000.

CHARTER FUND, rNC.l-0,000,0oo.

3.0000 %

07 /30 /200702 / 01- /201.810 YEARSNONEREVOLVING CHARTER SCHOOL FACTLITTES FINANCÏNG FUND$l-0,000,000 rN cAsH

10,000,000.

10, 000, 000 .

10 000 000.

1-0 000 000.

ENDTNG FAIR MARKET VALUE

BORROVüER:ORIGINAL AMOUNT:INTEREST RATE:DATE OF NOTE:MATURITY DATE:REPAYMENT TERMS:SECURTTY PROVIDED:PURPOSE OF LOAN:DESCRIPT]ON AND FMVOF CONSTDERATION:

ENDING BALANCE DUE

ENDING BALANCE DUE

BEGINNTNG BALANCE DUE


4PN00R 8418 v 15-7F

BORROWER:ORTGTNAL AMOUNT:TNTEREST RATE:DATE OF NOTE:MATURITY DATE:REPAYMENT TERMS:SECURTTY PROVÏDED:PURPOSE OF LOAN:DESCRTPTÏON AND FMVOF CONSIDERATION:

BEGTNNING BALANCE DUE

WA],TON FAMÏTY FOUNDATION, INC. L3-344]-466

ATTACHMENT 9 (CONT'D)

PRESBYTERIAN CHURCH (U.S.A. )

2,396, 698 .1-.3400 Z

0L/25/200707 /25 /2016PAYMENT DUE IN FULL UPON MATURITY -RENEV{AL OPTIONNONEBUILD NE!4] CHURCHES AND RENOVATE EXTSTING CHURCHESç2,941-,992 rN CASH

2, g4t, gg2 .

2,98l., 67 9 .

3,021,902.

3 02L 902.

PACIFIC CHARTER SCHOOL DEVET.10,000r 000.

0.000 z08 /14 /200e08 /1.3 /20]-8PAYMENT DUE TN FULL UPON MATURITYNONECONSTRUCT]ON OF CHARTER SCHOOL FACILITIES$10,000,000 rN CASH

10,000,000.

10, 000, 000.

10,000 , 000.

10 000 000.

ENDTNG FAÏR MARKET VALUE

BORROVüER:ORIGTNAL AMOUNT:TNTEREST RATE:DATE OF NOTE:MATURITY DATE:REPAYMENT TERMS:SECURTTY PROVÏDED:PURPOSE OF LOAN:DESCRTPTÏON AND FMVOF CONSIDERATION:

ENDING BALANCE DUE

ENDING BAIANCE DUE


ENDING FAIR MARKET VAIUE

4PNO0R 8418 v l-5-7F

BORROWER:ORIGTNAL AMOUNT:INTEREST RATE:DATE OF NOTE:MATURITY DATE:REPAYMENT TERMS:SECURITY PROVTDED:PURPOSE OF LOAN:DESCRIPTION AND FMVOF CONSÏDERATION:

BEGINNING BALANCE DUE

VIALTON FAMTLY FOUNDATTON, TNC. L3-3447466

ATTACHMENT 9 CONT I D

ÏFF5,000,000.

0.000_ ztt/28/2007tt/28/20l.9DUE TEN YEARS FROM DATE OF DRAV{ ON OR]GINAL LOANNONELOAN FUNDS TO 3 CHARTER SCHOOLS rN Wr, MO, rN$5,000,000 rN CASH

5, 000, 000,

5,000,000.

trJ 00

5,000 ,000.

PRESBYTERIAN CHURCH (U. S .A)2,396, 698 .

1.0000 I0L/25 /200707 /2s /2016PAYMENT DUE IN FULL UPON MATURITY _ RENEWAT OPTTONNONEBUÏLD NETü CHURCHES AND RENOVATE EXISTTNG CHURCHESç2,825,350 rN CASH

2,825, 350.

2, 853 ,7 45 .

2,880 ,248 .

2,880 ,248 .


BORROVüER:ORTGTNAL AMOUNT:INTEREST RATE:DATE OF NOTE:MATURÏTY DATE:REPAYMENT TERMS:SECURTTY PROV]DED:PURPOSE OF LOAN:DESCRTPTION AND FMVOF CONSIDERATION:

ENDTNG BALANCE DUE

ENDTNG BALANCE DUE

BEGINNÏNG BALANCE DUE

ENDÏNG FATR MARKET VALUE

4PN00R 8418 v l_5-7F

BORROÍTTER:ORIGINAL AMOUNT:TNTEREST RATE:DATE OE NOTE:MATURITY DATE:REPAYMENT TERMS:SECURTTY PROVIDED:PURPOSE OF LOAN:DESCRTPTTON AND FMVOF CONSTDERATTON:

BEGINN]NG BALANCE DUE

VIALTON TAMÏLY FOUNDATTON, INC. ]-3-344]-466


EXCELLENT EDUCATTON DEVELOP.4,500, 000.

0.000 z0B /14 /200812 /31/20]-7PAYMENT DUE IN FULL UPON MATUR]TYNONEAID W/DUE DTLTGENCE FOR SCHOOLS NEEDTNG FTNANCING$4,500,000 rN CASH

4,50 0, 000.

2,500, 000.

2 500 000.

E-STEM PUBLIC CHARTER SCHOOLS3,200, 000.

0.000' %

04/07 /2008L2/22/201.8PAYMENT DUE IN FULL UPON MATURITYNONETO RENOVATE CHARTER SCHOOL BUTLDTNG.

ç3,200,000 rN CASH3,200,000.

2,863, 908.

2,790,474.

2.7 90,47 4.

ENDING FAÏR MARKET VALUE

BORROV{ER:ORTGINAL AMOUNT:INTEREST RATE:DATE OF NOTE:MATURITY DATE:REPAYMENT TERMS:SECURÏTY PROVÏDED:PURPOSE OF LOAN:DESCRÏPTION AND FMVOF CONSÏDERATION:

ENDING BALANCE DUE

ENDING BATANCE DUE

02



4PNo0R 8418 v 15-7F

BORROVüER:ORIGÏNAL AMOUNT:]NTEREST RATE:DATE OF NOTE:MATURITY DATE:REPAYMENT TERMS:SECURITY PROV]DED:PURPOSE OF LOAN:DESCRTPTION AND FMVOF CONSIDERATÏON:


IíALTON FAMTTY FOUNDATION, ]NC.

LOCAL TNTTTAT]VES SUPPORT CORP2,700,000.

0.000: z04 /26 / 200804/26/2021PAYMENT DUE TN FULL UPON MATURÏTYNONESUPPORT CHARTER SCHOOL FACILITÏESç2,7 00,000 rN CASH

2,70O,000.

!3-344A466


2,700r000.

2,700,000.

ENDING FATR MARKET VALUE

BORRO!üER:ORIGTNAL AMOUNT:TNTEREST RATE:DATE OF NOTE:MATURITY DATE:REPAYMENT TERMS:SECUR]TY PROVTDED:PURPOSE OF LOAN:DESCRÏPTION AND FMVOF CONSIDERATTON:

LOCAL IN]TIATIVES SUPPORT CORP10,000,000.

0.000:' z12 /2L / 20L1-1-2 /21/ 2022PAYMENT DUE TN FULL UPON MATURITYNONENATTONAL CHARTER SCHOOL LOAN EUND$10,000,000 rN CASH

10, 000, 000.

ENDTNG BAIANCE DUE

ENDING BATANCE DUE

2.700 , 000.

BEGINNING BATANCE DUE 10, 000, 000.

10, 000, 000.

ENDING FAÏR MARKET VALUE 10,000 , 000.

4PNO0R 8418 v 15-7F

BORROh]ER:ORTGTNAL AMOUNT:ÏNTEREST RATE:DATE OF NOTE:MATURÏTY DATE:REPAYMENT TERMS:SECURTTY PROVIDED:PURPOSE OF LOAN:DESCRÏPTION AND FMVOF CONSIDERATION:

BEGINNÏNG BALANCE DUE

WALTON FAMTLY EOUNDATTON, fNC. L3-3441466


SOUTHERN BANCORP CAPTTAL PARTNERS10, 000, 000.

2.0000 z03/0s/2009L2/31/20]-8PAYMENT DUE ]N FU],L UPON MATURITYNONEESTABLISH ARKANSAS EDUCATION FACILITIES LOAN FUND$10,000,000 rN cAsH

10, 000, 000.

6,947,196.

6 544 904.

6,544,904.

SOUTHERN BANCORP CDC8, 500, ooo.

0.000. z08 /1.3 /200e12 / 22 /2018PAYMENT DUE IN FULL UPON MATURITYNONEPURCHASE REAL ESTATE FOR A CHARTER SCHOOL TN AR$8,500,000 rN CASH

g, 500, 000.

6,O23,754.

5,760,754,

5.7 60,754.

ENDING FATR MARKET VALUE

BORROV{ER:ORTGINAL AMOUNT:INTEREST RATE:DATE OF NOTE:MATURÏTY DATE:REPAYMENT TERMS:SECURITY PROVIDED:PURPOSE OF LOAN:DESCRIPTION AND FMVOF CONSIDERATTON:

ENDÏNG BALANCE DUE

ENDTNG BALANCE DUE

BEGÏNNÏNG BALANCE DUE

ENDÏNG FAÏR MARKET VALUE

4PNO0R 8418 v 15-7F

BORROWER:ORIGTNAT, AMOUNT:]NTEREST RATE:DATE OF NOTE:MATURTTY DATE:REPAYMENT TERMS:SECURTTY PROVÏDED:PURPOSE OF LOAN:DESCRTPTÏON AND FMVOF CONSÏDERATTON:


I/'IALTON FAMILY FOUNDATION, INC.

SOUTHERN BANCORP CAPITAL PA,RTNERS500, 000.

1.0000 z3,2/t0/2009t2 /L0 /2029PAYMENT DUE IN FULL UPON MATIRÏTYNONEREDEVELOP DOV{NTOII]N HELENA, AR$500,000 rN CASH

500, 000.

L3-344t466


500,000.

500,000.


BORROVüER:ORIGINAL AMOUNT:TNTEREST RATE:DATE OF NOTE:MATURTTY DATE:REPAYMENT TERMS:SECURTTY PROVÏDED:PURPOSE OF LOAN:DESCRTPTION AND FMVOF CONSIDERATION:

ENDTNG BAIANCE DUE

ENDTNG BALANCE DUE

500 000.

BEGTNNTNG BALANCE DUE

IFF3, 000, 000.

0.000 ?1.2 / 08 /2010tL/30/2021$1 MTLLTON DUE tt/30/2020, BALANCE DUE 1,1/30/2021-NONEPARENTAL CHOTCE PROGRAM IN MrL!{AUKEE, ülr$3,000,000 rN CASH

3,000r 000.

3, 000, 000.

3.000 , 000.

ENDING FAÏR MARKET VALUE 3 000 000.

4PNO0R 8418 v 15-78

BORROWER:ORIGTNAL AMOUNT:INTEREST RATE:DATE OF NOTE:MATURITY DATE:REPAYMENT TERMS:SECURITY PROVIDED:PURPOSE OF LOAN:DESCRTPTION AND FMVOF CONSIDERATION:


VfALTON FAMILY FOUNDATTON, INC. 13-3441-466


CHARTER SCHOOL FTNANCING PARTNERSHTP5, 000, 000.

0.000. z1,2 /20 /20L0L2/3!/2022PAYMENT DUE IN FULL UPON MATURITYNONEASSTST CHARTER SCHOOLS W]TH ACCESS TO BOND MARKET$5,000,000 rN CASH

5,000,000.

3, 150 t7 45.

2 779 865.

2 779 86s.

BUILDTNG HOPE3, 300, 000.

0.000 zt2/0L/201-Llt / 0t /20]-6PAYMENT DUE IN FULL UPON MATURITYNONEDC CHARTER SCHOOL FACILITIES$3,300,000 rN CASH

3,300,000.

3,300,000.

3 300 000.

000.


BORROIìIER:ORTGTNAL AMOUNT:INTEREST RATE:DATE OF NOTE:MATURTTY DATE:REPAYMENT TERMS:SECURTTY PROVTDED:PURPOSE OF LOAN:DESCRTPTTON AND FMVOF CONSIDERATION:

ENDING BALANCE DUE

ENDING BALANCE DUE


ENDTNG FATR MARKET VA],UE

4PNO0R 8418 v 15-7F

BORROV{ER:ORIGTNAL AMOUNT:TNTEREST RATE:DATE OF NOTE:MATURITY DATE:REPAYMENT TERMS:SECURTTY PROVTDED:PURPOSE OF LOAN:DESCRIPTTON AND FMVOF CONSIDERATTON:

BEGINNING BAT,ANCE DUE

BORROüIER:ORTGTNAL AMOUNT:INTEREST RATE:DATE OF NOTE:MATURTTY DATE:REPAYMENT TERMS:SECURITY PROVIDED:PURPOSE OF LOAN:DESCRIPTION AND FMVOF CONSTDERATION:

BEGTNNTNG BALANCE DUE

WALTON FAMTLY FOUNDATION, TNC. L3-3441466


THE NATURE CONSERVANCY365,000.

0.000" z03 /22 /201L02/28/201,5PAYMENT DUE TN FULL UPON MATURITYNONEPURCHASE 29 ACRES ALONG THE KINGS RIVER9365,000 rN CASH

365,000.

PACTFTC CHARTER SCHOOL DEV.4,000, 000.

0.000 ' z1,1/ 07 / 2012t2/0L/2022PAYMENT TN FULL UPON MATURITYNONEFUNDING CHARTER SCHOOLS IN THE BES. NETWORK$4,000,000 rN cAsH

4, 000, 000.

4,000,000.

4 000 000.

365,000.

ENDING BATANCE DUE

ENDTNG FATR MARKET VALUE 4

4PNo0R 8418 v 15-7F

BORROWER:ORTGINAL AMOUNT:INTEREST RATE:DATE OF NOTE:MATURITY DATE:REPAYMENT TERMS:SECURITY PROVIDED:PURPOSE OF LOAN:DESCRTPTÏON AND FMVOF CONSIDERATÏON:


ïüALTON FAMILY FOUNDATTON, INC. L3-3441466


HAGEDORN LITTT,E VTLLAGE3, ALB, 850.

0. 000 I02/0l./20l.306 /30 /20]-9SEMI-ANNUAL PAYMENTS ç262,988 STARTING JUNE 201,3NONEASSIST WTTH REPAYMENT OF CIVIC FACTLITY BONDSç3,418,850 rN CASH

3,4!8, 850.

2,366, 896.

l_.840 ,91,9 .

1",840,9L9 .

THE NATURE CONSERVANCY490, 000.

0.000- z1.L/ 0L/20]-309/3A/201.5PAYABLE IN FULL UPON MATURITYNONEPURCHASE 1.8 PLUS ACRES OF LAND ON THE KINGS RTVER9490,000 TN CASH

490,000.

490,000.

ENDING BALANCE DUE


BORROÍI]ER:ORTGINAL AMOUNT:TNTEREST RATE:DATE OF NOTE:MATURTTY DATE:REPAYMENT TERMS:SECURÏTY PROVTDED:PURPOSE OF LOAN:DESCRIPTION AND FMV

OF CONSÏDERATION:


4PNO0R 8418 v 15-7F

BORROWER:ORTGTNAL AMOUNT:]NTEREST RATE:DATE OF NOTE:MATURITY DATE:REPAYMENT TERMS:SECURITY PROVIDED:PURPOSE OF LOAN:DESCRIPTÏON AND FMVOF CONSIDERATION:


BORROVÍER:ORTGTNAL AMOUNT:INTEREST RATE:DATE OF NOTE:MATURITY DATE:REPAYMENT TERMS:SECURITY PROVTDED:PURPOSE OF ],OAN:DESCRIPTION AND FMVOF CONSIDERATTON:


WALTON FAMILY EOUNDATTON, TNC. L3-344L466


THE NATURE CONSERVANCYL, 49L ,'7 50 .

0.000 z06/27 /201,305 /31 /20tsPAYMENT TN FULL UPON MATURITYNONEPURCHASE 608 ACRES OF LAND ON THE K]NGS RIVER$1,49L,750 rN CASH

1" , 491-,7 50 .

866,750.

EXCELLENT EDUCATION DEVELOPMENT, INC.5,000,000.

0.000 z11./22/2013t0/3L/2018ç2,OOO,OOO ON TO/3L/201-8, BALANCE DUE ON MATURTTYNONEPROVIDE FACTLITY FINANCING FOR LA CHARTER SCHOOLS$5,000,000 rN CASH

5, 000, 000.

5, 000, 000.

q 000 000.ENDTNG BALANCE DUE

ENDING FATR MARKET VALUE 05

4PNO0R 8418 v 15-7F

BORROWER:ORTGTNAL AMOUNT:]NTEREST RATE:DATE OF NOTE:MATURITY DATE:REPAYMENT TERMS:SECURTTY PROVTDED:PURPOSE OF LOAN:DESCRTPTTON AND FMVOF CONSTDERAÎION:


I¡IALTON FAMTLY FOUNDATTON, TNC. 1_3-3441466


CHARTER SCHOOLS DEVELOPMENT CORPORATION3,000,000.

0.000 3t0/31/201.41,2 / 3l./ 2024BALANCE DUE ON MATURTTYNONEFTNANCE CHARTER SCHOOLS IN LOVV-INCOME COMMUNITIES93,000000 rN cAsH

3,000,000.

3,000,0oo.

3 000 000.ENDÏNG BALANCE DUE

ENDTNG BALANCE DUE

ENDTNG E'ATR MARKET VALUE

BORROV{ER:ORTGTNAL AMOUNT:TNTEREST RATE:DATE OF NOTE:MATURTTY DATE:REPAYMENT TERMS:SECURTTY PROVIDED:PURPOSE OF LOAN:DESCRTPTTON AND FMVOF CONSÏDERATÏON:

3,000,000.

CHARTER SCHOOL SUPPORT SERVICES, INC.1, 000, 000.

0.000 %

1.2/08 /201.4L2 /t2/202LBALANCE DUE ON MATURTTYNONERENOVATE SCHOOL BUIIDING AND PURCHASE MODULAR$1,000,000 rN CASH

1,000,000.

1, 000, 000.

1, 000, 000.


END]NG FAÏR MARKET VALUE l_

4PNO0R 841-8 v 15-7F

BORROV{ER:ORIGINAL AMOUNT:TNTEREST RATE:DATE OF NOTE:MATURITY DATE:REPAYMENT TERMS:SECURITY PROV]DED:PURPOSE OF LOAN:DESCRIPTION AND FMVOF CONSIDERATION:

BEGÏNNING BAIANCE DUE

WALTON FAMILY FOUNDATION, ÏNC. L3-3447466


PAC]FIC CHARTER SCHOOL DEVELOPMENT3, 000, 000.

0.000 r. å1.0 / 31/ 20L4t0/3l-/2024BALANCE DUE AT MATURTTYNONESUPPORT CHARTER SCHOOL FACTTÏTIES ÏN LOS ANGELES$3,000,000

3,000,000.

3,000, 000.

3.000 ,000.

3,000,000.

LOCAL TNTTIATIVES SUPPORT CORP4, 000, 000.

0.000 zL0 /14 /201412/0l-/202sBALANCE DUE AT MATURITYNONETNVEST IN THE NATTONAL SCHOOL IOAN FUNDç4,000, 000 rN CASH

3,000,000.

3,000,000.

4, 000, 000,

4,000,000.


BORROVIER:ORIGTNAL AMOUNT:TNTEREST RATE:DATE OF NOTE:MATURTTY DATE:REPAYMENT TERMS:SECURÏTY PROVÏDED:PURPOSE OF Ï,OAN:DESCRÏPTÏON AND FMVOF CONSÏDERATION:

ENDING BAIANCE DUE

ENDING BAIANCE DUE


ENDING FAÏR MARKET VALUE

4PNo0R 8418 v 15-7r

WAÏ,TON FAMÏÍ,Y FOUNDATION, INC. L3-3441466


BORROWER:ORTGINAÏ, AMOUNT:]NTEREST RATE:DATE OF NOTE:M.A,TURITY DATE:REPAYMENT TERMS:SECURITY PROVIDED:PURPOSE OF LOAN:DESCRIPTION AND FMVOF CONSÏDERATION:


BORROV{ER:ORTGINAL AMOUNT:TNTEREST RATE:DATE OE NOTE:MATURITY DATE:REPAYMENT TERMS:SECURITY PROVIDED:PURPOSE OF LOAN:DESCRTPTTON AND FMVOF CONSIDERATTON:

GHAN PROPERTIES, LLP494,558 .

0.000" z08/0r/20L408/0t/20t5BALANCE DUE AT MATURITYNONELOAN TO PURCHASE CHARTER SCHOOL IN NLRç494,558 rN CASH

494,558 .

BIKE AUSTIN EDUCATION FUND26to0o.0.000"' z

09 /30 /20Ls09/0t/201"6PAYMENT DUE IN FULL UPON MATURITYNONEPROVIDE STARTUP V{ORKING CAPÏTALCASH CONSÏDERATION

26,000 .

4 94, 559 .

ENDTNG BA],ANCE DUE 26,000 .

ENDTNG FAÏR MARKET VALUE 26,000 .

4PNO0R 8418 v 15-7F

WALTON FAMTLY FOUNDAITON, INC. L3-344t466


BORROWER:ORÏGÏNAL AMOUNT:INTEREST RATE:DATE OF NOTE:MATURITY DATE:REPAYMENT TERMS:SECURITY PROVIDED:PURPOSE OF LOAN:DESCRTPTTON AND FMVOF CONSIDERATION:

VALLEY SCHOOL OF SOUTHERN OREGON50, 000.0.000 _ å

06 /29 /20]-507 /01./201.7PAYMENT DUE TN FUTL UPON MATURITYNONEPROVIDE CONTTNGENCY FUNDING FOR SCHOOLCASH CONSIDERATTON

50, 000.

ENDÏNG BALANCE DUE

ENDING FAÏR MARKET VAT,UE

TOTAL BEGINNING OTHER NOTES AND LOANS RECETVABLE

TOTAL ENDTNG BOOK - OTHER NOTES AND LOANS RECEIVABLE

TOTAL ENDTNG FMV - OTHER NOTES AND ],OANS RECETVABLE

50 000.

50,000.

!]-0,200,496.

106,965 ,172 .

106,965,772.

4PNO0R 8418 v 15-7F

ÏüAITON FAMILY FOUNDATION, INC.

FORM 99OPF PART II CORPORATE STOCK

DESCRIPTION

WALMART STOCKREGIONS BANK

TOTAT,S

ATTACHMENT 10

ENDÏNGFMV

356,336, 900.1,593 | 206.

]-3-344L466

BEGÏNNINGBOOK VALUE

ENDINGBOOK VALUE

356,774,7 43.5,957, 0gg.5,957, 0gg.

5, 957, 0gg . 362, 67l, gAL 35i, 939", 106.

4PNo0R 841-8 v 15-7FATTACHMENÎ 10

WALTON FAMIIY FOUNDATTON, INC.

FORM 990PF. PART TI OTHER INVESTMEN TS

BEGINNTNGBOOK VALUE

L00 ,'t 52 , 293 .210,9L9.

ENDINGBOOK VALUE

90 ,299 ,7 93 .2]-0, g1"B .

40I,366,307.402,000 .

1,352,105 ,404.188,154 | 477 .

6,237.204,203,856.

98 ,27 9,340 .44 t77 5, 019.66|5't9|636.45,37 g ,371.7 B ,354 ,1_16 .62,37 4,889.

98.49,775,898.!9,937,679.45, 85L,!66.

2. 657 .544. 493 -

I3-3441466

ATTACHMENT 11

ENDINGFMVDESCRIPTTON

WALTON ENTERPRISES, LLCLIMITED LTABTLITY CO. UNTTS

ROB-üIAL, TULSA 28, rLCNORTHERN TRUST MANAGED TNCOME

ACCOUNTSRUSSELL 1OOORUSSELL 50QM COMMON DAILY EAFE FUNDQM COMMON DAILY EMERGING MKTSDIVERSTFIED FRONTIER MKTS FUNDARIEL FUNDLONE PINEGOLDMAN SACHS PUT FUNDGOLDMAN SACHS CALL FUNDGOLDMAN SACHS BROKERAGE ACCT.TIMESQUAREGLOBEFLEXAJO GLOBAL

1,064,903,1,13 | 843,37,t3gl

tttt075l97 ,662,52,396,6t | 4]-0,40,000,67 ,564,69,513,

39,909,25,000 |

727.837.065,5l_8.806.882.005.000.362.708.62!.644.000.

L,210 ,252,138,953,

6l206 ,27 9 ,l.07 t390,53,633,63,965,40,000,77 ,157 ,67,122,

42,933,25 | 000,47 ,168 ,

903.s33.237 .63i-.046.L23.541.000.908.313.

98.503.000.829.

TOTALS 1,881,293,37T 2,170,314,376.


TÍAT,TON FAMTLY FOUNDATTON, INC.

FORM 99OPF PART II OTHER ASSETS

DESCRTPTION

PROGRAM RELATED TNVESTMENT-(SOUTHERN DEVELOPMENT BANK CO)PROGRAM RELATED INVESTMENT-

(NETGHBORHOOD BANCORP. )CONSTRUCTTON IN PROGRESSDEPOSTTS

BEGINNTNGBOOK VAIUE

3,300,030.

100,000.

t25 | 399 .

TOTALS 3,525,419.

ENDlNGBOOK VALUE

3,300,030.

100,000.

l_1,685,909.116,505.

L5,202, 444 .

3,300,050.

100,000.

11, 6g 5,909 .116, 5 05 .

1-5,202,464.

L3-344t466

ATTACHMENT L2

ENDTNGFMV


WALTON EAMTLY FOUNDATTON, rNC. 13-3 441466ATTACHMENT 13

FORM 99OPF, PART VII-A -DISTRTBUTTON TO A DONOR ADVISED FUND

THE VüALTON FAMILY FOUNDAT]ON (FOUNDATION) MADE A GRANT PAYMENT TO THEUS MEXTCO FOUNDATTON FOR $145,000. THE GRANT PROVTDES SUPPORT FOR AMEXICAN EDUCATTON AND CIVIC ENGAGEMENT FUND. THE FOUNDATTON HASADVTSORY PRTVILEGES OVER FUND DISTRIBUTIONS. THE FOUNDATTON HASTREATED THE GRANT AS A QUALÏFYING DÏSTRÏBUTION BECAUSE ÏTACCOMPLISHES THE CHARITABLE PURPOSE DECSRTBED IN ]RC SECTTON170 (c) (2) (B) .

4PNOOR B41B V L5-7FATTACHMENT 13

IÍAITON FAMILY FOUNDATION, ïNC.

FORM 99OPF, PART VIT-A, LINE 16 - LIST OF FOREIGN COUNTRIES

DENMARKTSRAELCHTNAKOREA, REPUBLTC OF (SOUTH)

L3-3443.466ATTACHMENT L4

4PNO0R 841_8 v 15-7F

WALTON FAMILY FOUNDATION, INC,

FORM 99OPF, PART VIII - LIST OF OFFICERS, DIRECTORS, AND TRUSTEES

NAME AND ADDRESS

ÏITLE AND TIME

DEVOTED TO POSITION COMPENSATION

CONTRIBUTIONS

TO EMPLYOYEE

BENEFIT PLANS

L3-344L466ATTACHMENT 15

EXPENSE ACCT

AND OTHER

ALLOWANCES

5. ROBSON WALTON

P.O. BOX 2030BENTONVILLE, AR72712

MELANI WALTON

P,O. BOX 2030BENTONVILLE, AR727T2

JIM C. WALTON


LYNNE WALTON

P.O. BOX 2030

BENTONVILLE, AR727T2

ALICE L. WALTON


SAMUEL R. WALTON

P.O. BOX 2030BENTONVILLE, AR727L2

TILLIE WALTON

P.O. BOX 2030BENTONVILLE, AR727T2

CARRIE W, PENNER


GREG PENNER

P.O. BOX 2030BENTONVILLE,4R72772

BENJAMIN S, WALTON

P.O. BOX 2030

BENTONVILLE, AR 72712

LUCY ANA WALTON


ALICE A. PROIETTI

P.O. tsOX 2030

BENTONVILLE, AR727t2

BOARD DIRECÏOR

< 10 HOURS

BOARD DIRECTOR

< 10 HOURS

SEC/TREAS & BOARD DR

< 10 HOURS

BOARD DIRECTOR

< 10 HOURS

BOARD DIRECTOR

< L0 HOURS

BOARD DIRECTOR

< 10 HOURS

BOARD DIRECTOR

< 10 HOURS

BOARD DIRECTOR

< 10 HOURS

BOARD DIRECÏOR

< 10 HOURS

BOARD DIRECTOR

< 10 HOURS

BOARD DIRECTOR

< 10 HOURS

BOARD DIRECTOR

< 10 HOURS

NONE

NONE

NONE

NONE

NONE

NONE

NONE

NONE

NONE

NONE

NONE

NONE

NONE

NONE

NONE

NONE

NONE

NONE

NONE

NONE

NONE

NONE

NONE

NONE

NONE

NONE

NONE

NONE

NONE

NONE

NONE

NONE

NONE

NONE NONE NONE

WALTON FAMILY FOUNDATION, INC.

FORM 99OPF, PART VIII - LIST OF OFFICERS, DIRECTORS, AND TRUSTEES

NAME AND ADDRESS

TITLE AND TIME

DEVOTED TO POSITION COMPENSATION

CONTRIBUTIONS

TO EMPLYOYEE

BENEFIT PLANS

13-3447466ATTACHMENT 1.5

EXPENSE ACCT

AND OTHER

ALLOWANCES

JOEY PROIETTI

P.O. BOX 2030

BENTONVILLE, AR72712

STEUART L, WALTON

P.O. BOX 2030BENTONVILLE, 4R 727\2

THOMAS L. WALTON

P.O. BOX 2030


CHRISTY WALTON

P.O, BOX 2030BENTONVILLE, AR72712

LUKAS T, WALTON


SAMANTHA BAIZ WALTON


JAMES M, WALTON


WALTON ENTERPRISES, LLC

- MANAGEMENT SERVICES

P.O. BOX 1860


BOARD DIRECTOR

< 10 HOURS

NONE

BOARD DIRECTOR

< L0 HouRsNONE

BOARD DIRECTOR

< L0 HOURS

NONE

BOARD DIRECTOR

< 10 HOURS

NONE

BOARD DIRECTOR

< 10 HOURS

NONE

BOARD DIRECTOR

< 10 HOURS

NONE

BOARD DIRECTOR

< 10 HOURS

NONE

* L0,06r,762

r0,061,762

* Reported as authorized under IRS Announcement 2001-33

No individual listed above received compensation fromWalton Enterprises, LLC or any other source for services

to the Foundation.

NONE

NONE

NONE

NONE

NONE

NONE

NONE

NONE

NONE

NONE

NONE

NONE

NONE

NONE

NONE

NONE

NONE

NONE

99OPF

t3-344!466WATTON FAMILY FOUNDATION, INC.

PART VTI]- COMPENSATION OF THE F]VE HTGHEST PATD PROFESSIONALS

NAME AND ADDRESS

GOLDMAN SACHS ASSET MGT.7L SOUTH VüACKER DR]VEcHrcAGo, rL 60606

NORTHERN TRUSTLA SAILE STREETcHrcAGo, TL 60606

MCKINSEY & COMPANY, INC.P.O. BOX 7247PHTLADELPHIA, PA L9L7O

BOSTON CONSULTING GROUPPO BOX 75200cHrcAco, rL 60675

PUBLIC OPINTON STRATEGÏES2L4 NORTH FAYETTE STREETALEXANDRTA, VA 223L4

ATTACHMENT 1.6

TYPE OF SERVÏCE COMPENSATION

TNVESTMENT ADVISORY 1,038,467 .

]NVESTMENT ADVISORY 856,407 .

CONSULTING SERVICES 1,053 ,L62.

CONSULTTNG SEVTCES 853,750.

CONDULTTNG SERVICES 756,000.

4,557,786.TOTAL COMPENSATION

4PNO0R 8418 v 15-7F

vitALToN FAMïLY FOUNDATION, INC. L3-344]-466

ATTACHMENT L7

FORM 990pF, PART XV - NAME, ADDRESS AND PHONE FOR APPLTCATTONS

BRENDA DEANP.O. BOX 2430BENTONVILLE, AR 727L2479-464-1570

4PNO0R 841_8 v 15-7F

VIAT,ION FAMTLY FOUNDATTON, ÏNC. L3-344t466

ATTACHMENT 18

ggopr, paar xv - eoR

GRANTS TO ORGANIZATIONS: $TRITTEN REQUESTS ONLY. SEE FOUNDATION V{EBSITEAT V{VITW. Í4TALTONFAMILYFOUNDAT TON. ORG

4PNo0R 8 41_8 v 15-7F

WAITON FAMITY FOTNDATION, INC

¡'ônM OPF. PÀRT XV - GRAÑÎS AM

RECIPTENT N¡IME AND ÃDDR¡SS

SEE ATTACSMENT 22

CHAR1ER SCIÍOO', SUPPORT SERVICES

L3-3441466

PAT DÍP TNC TgE

REI,ATIONSIiIP TO SUBSTANTIAT" CONTRIBI'TOR

JIND

FOÛNDATION STATSS OE REC]PIENT

NONE

PC

PÛRPOSE OP GR.ANT OR CONTRTBUTTON

GR.ANT OF 4.983 ACRES TOGETI¡ER WIl¡¡ Àf,f, FIXTIJRES

A¡{D ÃPPI'RTENÃNCES FOR ÛSE AS A CITARTER SCEOOÍ, INNORTI¡ I,ITTTE ROCK,AR PREVIOÛSTY TREATEÐ.A,S A

OUAÍ,IFYING DISTRIBI'TION WIIEN ACATIRED.

rOTÀf. CONTRTBÛTTONS PÀID

ATTAC1TMENT 19

Ãì{oirNT

3'73,038,862

494,559

373.533 , 421 .

4PN00R 8418 v 15-7FAÎTACITMENT 19

ÏÙALTON TAMILY FOUNÐATION, TNC.

FORM 99 PART XVI - ANAIYSIS F

DESCRIPTION

RECOVERY OF PRIOR YEAR GRANTS

TOTA],S

R

BUSINESSCODE .AMOUNT

EXCLUSTON

CODE AMOUNT

1,3-3441466

ATTACHMENT 20

RELATED OR EXEMPÎFUNCTION INCOME

38L,129.

38t,]-29.

4PNO0R 841_8 v 15-7FATTAC¡TMENT 20

WALTON FAMILY FOUNDATIONForm 990-PFFEIN: l3-3441466December 3l 2015 Attachment 2l

Statement of Persons Becoming a Substantial Contributor During the Tax Year

(1) AL|CE L. WALTONP.O. BOX 1860BENTONVILLE, AR 72712

Walton Family FoundationAttachment to Form 990-PF

13-3441466

Attechment 22

tot27Detail for Part XV, Line 3a - Grants and Contributions Paid During the Calendar Year

Foundat¡on

status ofRelationship Recip¡ent Purpose ofGrant Amount Paid

100 Black Men of America, lnc.100 Black Men of Greater L¡ttle Rock, lnc.4.0 Schools

50CAN, lnc.A New Leaf, lnc.

Abilities Unlimited of Fort Sm¡th, lnc.Abundant Rain Ministries, lnc.

Academy of Mathematics and Science CamelbackAccess MontessoriAch¡evement F¡rst, lnc.

Achievement School D¡strictAda Jobs FoundationAda Regional United Way, lnc.

Adult Development Center of Benton County, lnc.Advance lllinois NFP

Advanced Conservation StrategiesAfrican Parks Foundation of AmericaAg lnnovationsAg Technology and Environmental Stewardship Foundation, lnc.Agape MissionAgenda for Children, lnc.Agudath lsrael of America, lnc.Alabama Coastal Foundation, lnc.Alliance 6-12 College-Ready No. 21

Alliance College-Ready Middle Academy 21Alliance for Choice in EducationAlliance for Companion An¡mals, lnc.

Alliance for School Cho¡ce, lnc.

Alliance for Water EfficiencyAlma Police Focus GroupAlpha House, lnc.Alternative Opportunit¡es, lnc.

Amber Charter School ll

American Bird ConservancyAmer¡can Cancer Society, lnc.

American Enterprise lnst¡tute for Public Policy ResearchAmerican Farmland TrustAmerican Friends of the LouvreAmerican lndian College FundAmerican Montessori Society. lnc.

American Natìonal Red Cross

American National Red Cross, Mile High ChapterAmerican Rivers, lnc.

Amer¡can Wh¡tewaterAmerica's Promise - The Alliance for YouthAmon Carter Museum of Western ArtAnderson Betterment ClubAn¡mal Protective Associat¡onAOPA FoundationApex Collegiate Academy Charter School

l4lAuburnAvenue, Atlanta,GA30303 pC K-l2Educationprogrem 0óO,OOOP.O.Box27!4, Little Rock, AR 72204

643 Magazine, Suite 206, New Orleans, LA 70130

1625 K Street NW, Suite 400, Washin8ton, DC 20006

P.O. Box 35903, Tulsa, OK 74153

3305 Kibler Road, Van Buren, AR 72956

12425 S.273td East Avenue, Coweta, OK744293448 N 1st Avenue, Tucson, AZ 85719

1416 NW 45th Street Suite 105-413, Seattle, WA 98107

403 James Street, New Haven, CT 06513

477 S. Main Street,4th Floor, Memphis, TN 38103

209 W, Main Street, Ada, OK74A2O

314 S. Broadway, Su¡te 204, Ada, OK 74820

2202 N.24th Street, Rogers, AR 72757-090850 E. Washington St., Suite 410, Chicago, lL 60602

P.O. Box 1201, Midway, UT 84049

21 West 46th Street, New York, NY 10036

101 Morris Street, Suite 212, Sebastopol, CA954721255 SW Pra¡r¡e Trail Pkwy, Ankeny, lA 50023

309 S. Bucy, Bartlesv¡lle, OK 74003

PO Box 51837, New Orleans, 1A70157-783742 Broadway, 14th Floor, New York, NY 10004

P.O. Box 1073, Mobile, AL 36633

601 South Figueroa Street,4th Floor, Los Angeles, CA 90017

601 South Figueroâ Street,4th Floor, Los Angeles, CA 90017

1201 E Colfax Avenue, Suite 302, Denver, CO 80218

642 N. 3rd Street, Phoen¡x, AZ 85003

1660 LStreet, NW, Suite 1000, Washington, DC 20036

33 N. Lasalle Street, Suite 2275, Chicego, lL 60602

804 Fayettev¡lle Avenue, Alma, AR 72921

P. O. Box 1396, Mountain Home, AR 72654

1111 S. Glenstone, Suite 1-100, Springfield, MO 65804

220 East 106th Street, New York, NY 10029

4249 Loudoun Ave, The Pla¡ns, VA20t98-2237

P.O. Box 112, Stilwell, OK 74960

1789 Massachusetts Ave, NW, Washington, DC 20036

1150 Connecticut Ave NW, Suite 600, Washington, DC 20036

305 East 47th Street 10th Floor, New York, NY 10017

8333 Greenwood Blvd, Denver, CO 80221

116 E. 16th Street, New York, NY 10003

1200 West Walnut, Suite 2310, Rogers, AR 72756

444 Sherman Street, Denver, CO 80203

1101 14th Street NW, Suite 1400, Washington, DC 20005-5637

P.O. Box 1-540, Cullowhee, NC 28723

1110 Vermont Ave. NW Suite 900, Weshington, DC 20005

3501 Camp Bowie Blvd, Fort Worth, TX 76707-2695P. O. Box 42L, Anderson, MO 64831

2914 N. Elston Avenue, Ch¡cago, lL 60618

421 Av¡ation Way, Freder¡ck, MD 217077575 Jefferson Hwy #I42, Baton Rouge, LA 70806

PC

PC

PC

PC

PC

PC

GOV

NC

PC

GOV

PC

PC

PC

PC

PC

PC

PC

PF

PC

PC

PC

PC

PC

GOV

PC

PC

PC

óa

PC

PC

PC

GOV

PC

PC

PC

PC

PC

PC

PC

PC

PC

PC

PC

PC

PC

PC

PC

PC

NC

Community Based Giving

K-12 Education Program

K-12 Educat¡on Program

Commun¡ty Based Giv¡ng

Comnunity Based G¡v¡ng

Comr1un¡ty Based G¡ving

Charter School Startup

C¡vic GrantmakingK-12 Educat¡on Program


Communìty Based Giving

Commun¡ty Based Giving

Community Based Givìng


Env¡ronment Program

lnternational Educãtion,

Environment Program

Environment Program




Environment Program


Cherter School StertupK-12 Educat¡on Program

Civic GrantmakingK-12 Education Program

Environment Program

Community Based G¡ving


Civic Grantmak¡ngCharter School StertupEnvironment Program



Environment Program

Civic Grantmak¡ng

Civ¡c GrantmakingOrganizational Effectiveness

Community Besed Giving


Environment Program

Environment Program

C¡vic GrantmakingC¡vic Grantmak¡ng


Civic GrantmakingC¡v¡c GrantmakingCharter School Startup

5,0009s0,000

2,923,6905,0005,0002,000

2s0,0003,675

714,OO0

204,OOO

1,0004,500

10,000400,000100,000

1,000,00080,000

100,0002,s00

172,so0400,000

25,000250,000

250,000115,000

5,0003,s25,000

140,501

2,s003,000

30,000250,00073,3r2

1,000

252,600433,55410,00015,000

60,690

2s005,000

7U,900t33,62425,000

100,0007,500

1,00040,00030,000

Walton Family Foundation

Attachment to Form 990-PF13-3441466

Attachment 22

2o127Detail for Part XV Line 3a - Grants and Contr¡butions paid Du thê Calendar Year

Foundation

status ofRecipientRecipient name

.Aquaculture Stewardship Counc¡lAR Kids Read

ARC Group Homes, Inc.Arizona Chamber FoundationArizona Community FoundationArizona Humane SocietyArizona Land and Water Trust, lnc.Arizona School Cho¡ce Admin¡stration CorporâtionArizona Science CenterArizona Womens Board

Arkansans for Education Reform FoundationArkansas Advanced lnit¡at¡ve for Math and Sc¡ence, lnc.Arkansas Arts AcademyArkansas Arts Center FoundationArkansas Athletes OutreachArkansas Bapt¡st Children's Homes and Fam¡ly Mìn¡striesArkansas Baptist CollegeArkansas Black Hall of Fame FoundationArkansas Children's Hosp¡talArkansas Children's Hosp¡tal Foundat¡on, lnc.Arkansas Committee of the National Museum of Women in the ArtsArkansas Community FoundationArkansas Department of EducationArkansas Dream Center, lnc.Arkansas Governor's Mans¡on AssociationArkansas Hunger Relief Alliance, lnc

Arkansas lndependent Colleges and Univers¡tiesArkansas lnland Maritime Museum AssociationArkansas Pol¡cy FoundationArkansas Publ¡c School Resource Center, lnc.Arkansas Reg¡onal lnnovation Hub, lnc.Arkansas Repertory Theatre CompanyArkansas Special Olympics, lnc.Arkansas State Council on Econom¡c EducatìonArkansas State Un¡versity Mountain HomeArkansas Symphony Orchestra FoundationArkansas Tech University.Arkansas Tech University FoundationArkansas Tennis Patrons FoundationArkansas-Oklahoma Cancer Support FoundationArmed Serv¡ces YMCAArt Feeds

Art pARTners

Artchurch Studios dba Emergent ArtsArthur G. Dove Catalogue Raisonne Project, lnc.Arts Center of the OzarksARVetsAspen Center for Env¡ronmental StudiesAspen Country Day School, lnc.Aspen lnstitute, lnc.

address3501 DC Utrecht, NetherlandsP O Box 164407, Little Rock, AR 72216

516 SE 4th, Bartlesv¡lle, OK 74003

3200 N. Central Avenue, Phoenix, AZ 85012

2201 E. Camelback Roâd,su¡te 4058, Phoenix, AZ 85016

1521 W. Dobbins Road, Phoenix, AZ 85041

3L27 N. Cherry Avenue, Tucson, AZ 85719

2875 W Ray Rd,Ste 6-314, Chândler, AZ 85224

600 E. Washington Street, Phoenix, A2850045921 East lndian Bend Roàd, Paradise Valley, AZ 85253

400 West Cap¡tol Avenue, Su¡te 1700, Little Rock, AR 72201-3438

2801 South University Ave, Speech Suite 217, Little Rock, AR 72204-10991110 W. Poplar Street, Suite A, Rogers, AR 72756

gth and Commerce Street, MacArthur Perk, Little Rock, AR 72203

1515 Burr Oak Dr¡ve, Fayetteville, AR 72704-6899

10 Remington Drive, L¡ttle Rock, AR 72204

1621 Dr. Mart¡n Luther King Drive, Little Rock, AR 72202P.O. Box 1042, Little Rock, AR 72203

800 Marshall Street Slot 651, Little Rock, AR 72202-359L1 Ch¡ldren's Way, Slot 661, Little Rock, AR 72202

P. O. Box 8962, Pine Bluff, AR 71611

1400 W. Markham, Suite 206, Little Rock, AR 72201

4 State Capitol Mall, Litrle Rock, AR 72201

4501 Merlot Ave, Grâpevine, TX 76051

1800 Center Street, Little Rock, AR 72201

1400 W. Markham, Suite 304, L¡ttle Rock, AR 72201

One Riverfront Place, Su¡te 610, North Little Rock, AR 72114

300 Main Street, North Little Rock, AR72f!4L11 Center Street, Suite 1200, Little Rock, AR722Ot1401 W. Cap¡tol, Suite 315, L¡ttle Rock, AR 72201

P. O. Box 251618, Little Rock, AR 72225-t618712 East Eleventh Street, Little Rock, AR 72202

2115 Ma¡n Street, North Little Rock, AR727t4PO Box 3447, L¡ttle Rock, AR 72203-3447

1600 South College Street, Mountâin Home, AR 72653

241-7 North Tyler, Little Rock, AR 72207

105 West O Street, Russellv¡lle, AR 72801

1505 Coliseum Drive, Russellville, AR 7280t-22222024 Arkansas Valley Dr¡ve,5uite 302, L¡ttle Rock, AR 72201-1822

1500 Dodson Avenue, Fort Smith, AR 72901

900 NW Cache Rd, Lâwton, OK 73507

2416 E 11th, Jopl¡n, MO 64801

P.O. Box 2188, Jackson, WY 83001

341.4 Whittington Avenue, Hot Springs, AR 71901

130 E. 67th Street 10 E, New York, NY 10065

214 S. Ma¡n Street, Spr¡ngdale, AR72764-44464704 W. Commercial Drive, Suite B, North Little Rock, AR 72116

100 Puppy Smith Street Aspen, CO 81611-1451

300 MusicSchool Rd, Aspen, CO 81611

One DuPont Circle, NW, Su¡te 700, Washington, DC 20036

Purpose of Grant Amount PâidNC

PC

PC

PC

PC

PC

PC

PC

PC

PC

POF

PC

PC

PC

PC

PC

PC

PC

PC

PC

PC

PC

GOV

PC

PC

PC

PC

PC

PC

PC

PC

PC

PC

PC

GOV

PC

GOV

PC

PC

PC

PC

PC

PC

PC

PC

PC

PC

PC

PC

PC

Environment Program

Community Bãsed Giving

Community Based GivingK-12 Educat¡on Program

Civic Grantmaking

Organizational Effectiveness



Civic GrantmakingCivic Grantmaking

Local and Civic GrantmakingLocal and Civic GrantmakingLocal and Civic Grantmâk¡ng



Commun¡ty Based G¡ving



C¡vic GrantmakingCivic Grantmaking

Civic GrantmakingCiv¡c GrantmakingLocal and C¡vic GrantmakingCommunity Based G¡ving

Civic Grantmaking


Civ¡c GrantmakingCommunity Based G¡ving

Civ¡c GrantmakingLocal and C¡v¡c Grantmak¡ng




Civic GrantmakingCommunity Based Giving

Community Based Giv¡ng

Local and Civic GrantmakingCommunity Based Giving

Civic Grantmaking

Community Based G¡v¡ng



Civic Grantmak¡ng


Civic Grantmak¡ngCivic Grantmak¡ng


C¡vic GrantmakingOrganizat¡onal Effectiveness


s,0005,000

374,7662,s002,500

45,53322s,OOO

r48,17425,000

283,77975,000

213,089106,000

s,0005,0002,s005,0002,000

35,0003,000

50,00029,000s,0001,000

5,00012,000

5,00010,000

997,268s,0003,350

11,00020,0003,0005,000

756,836

5,s0010,000

2,500

5,000s,000

15,0002,260

2s,0006,0002,000

118,500233,000

2s,000


Detail for Part XV, Line 3a - Grants and Contr¡but¡ons Paid During the Calendar Year

L3-3441466

Attachment 22

3oÍ27

Foundation


Aspen Valley Ski-Snowboard Club, lnc.Aspire of Southwest MissouriAssociat¡on for Education Finance and Policy, lnc.Association Montessori lnternationaleAssociation of American Educators FoundationAssociation of Missouri Charter SchoolsArizona State Univers¡ty FoundatlonAurora R-8 School D¡str¡ctBallet Arkansas

Bapt¡st Health Foundat¡onBarrow Neurological FoundationBarry County Museum, lnc.Bartlesville Area Habitat for HumanityBartlesville Community Center Trust AuthorityBartlesville Public SchoolsBartlesville Regional United WayBaton Rouge Area Foundat¡onBaton Rouge College PrepBaton Rouge Unlvers¡ty Preparatory ElementaryBCAP Breast Cancer Ass¡stance Program FundBeaver Watershed AllianceBella V¡sta Hlstorlcal SocietyBellwether Education Partners, lnc.Benton CountyBenton County H¡stor¡cal Soc¡etyBentonville Bella Vista Trailblazers Associat¡on, lnc.Bentonville Child Care and Development Center, lnc.Bentonv¡lle Library FoundationBentonville Public SchoolsBentonville Public Schools Foundat¡onBerryville Public SchoolsBessie's Hope

Beyond Boundaries, lnc.Bicycle Coalition of the OzarksBig Brothers Big Sisters of Northwest Arkansas, lnc.B¡g Brothers B¡g S¡sters of OklahomaB¡ke Aust¡n Education FundBill, Hillary and Chelsea Clinton Foundat¡onBlack Alliance for Educational Options, lnc.Blackbird Academy of Arts, lnc.Blessed Sacrament ChurchBlue Star Mothers of Amer¡ca, lnc.Blue Valley Educational Foundat¡onBluestem Communications, lnc.Bonneville Environmental FoundationBoone County Regional AirportBoston Mountain CyclistsBoston Schools Fund, lnc.Botanical Garden Society of the OzarksBoy Scouts of America Last Frontier Council

Rec¡pient address300 AVSC Dr¡ve, Aspen, CO 81611

6218 S. Maplewood Court, Jopl¡n, MO 64804

6703 lvladison Creek, Columbia, MO 65203

Koninginneweg 161, Amsterdâm, Netherlands, 1075CN27405 Puefta Real, Suite 230, Mission Viejo, CA 9269i.-63881804 Lafayette,znd Floor, St. Lou¡s, MO 63104

P. O. Box 2260, Tempe, AZ 85280-2260

409 W. Locust, Aurorâ, MO 65605

1521 Merr¡ll Dr¡ve, Llttle Rock, AR 72011

9601 Interstate 630, Little Rock, AR 72205-7299350 West Thomas Road, Phoenix, AZ 85013-4409

P. O). Box 338, Cassville, MO 65625

505 S. Dewey, Bartlesv¡lle, OK 74003

P. O. Box 1027, Bartlesv¡lle, OK 74005

1100 S. Jennìngs, Bârtlesville, OK 74003

501 S. Johnstone, Suite 550, Bartlesville, OK 74005

402 N.4th Street, Baton Rouge, LA 70802-5506

4051 Claycut Road, Baton Rouge, LA 70806

5300 Monarch Ave, Beton Rouge, LA 70811

P.O. Box 470065, Iúlsa, OK 74747

614 E. Emma Avenue, Su¡te M438, Springdale, AR 72764

1885 Bella Vista Way, Bella Vista, AR 72714

5].7 Boston Post Road, #171, Sudbury, MAO7776215 East Central, Bentonville, AR 72712

PO Box 1034, Bentonville, AR 72712

P.O. Box 2821, Bentonville, AR 72712

L701 NE Wildcat Wey, Bentonv¡lle, AR 72712

405 S. Main, Bentonville, AR 72712

500 T¡ger Boulevard, Bentonville, AR 72712

500 Tiger Boulevard, Bentonville, AR 727f2902 W, Trimble Avenue, Berryville , AR 72616P.O. Box 12675, Denver, CO 80212

2195 Peyton Street, Ward, AR 72176

4Ll. W. Holly St, Fayetteville, AR 72703

130 E. Poplar Street, Suite C, Feyetteville, AR 72703

1513 S. Sangre Road Stillwater, OK740741000 Brazos St, Suite 100, Austin, TX 78701

1271 Avenue of the Americes, 42nd Floor, New York, NY 10020

888 16th Street NW, Suite 800, Wâshington, DC 20006

1058 Front Street, Suite 102, Conway, AR 72032-4356

P. O. Box 2546, Lawton, OK 73502

P. O. Box 891, Coweta, OK 74429

15020 MetcalfAvenue, Overland Park, KS 66223

14 N Peoria St, Su¡te 4F, Ch¡cago, lL 60607

240 SW First Avenue, Portland, OR97204P. O. Box 1114, Hãrrison, AR 72602

9635 Gaston Roâd, Bentonville, AR72772668 West Roxbury Parkway, Roslindale, MA 02131

P.O. Box 10407, Fayettev¡lle, AR 72703

3031 N.W. 64th Street, Oklahoma City, OK 73116

PC

PC

PC

NC

PC

PC

PC

GOV

PC

PC

PC

PC

PC

PC

GOV

PC

PC

PC

PC

PC

PC

PC

PC

GOV

PC

PC

PC

PC

GOV

PC

GOV

PC

PC

PC

PC

PC

PC

PC

PC

PC

.PC

PC

PC

PC

PC

GOV

PC

PC

PC

PC

Civic Grantma n8




K-12 Educet¡on Program

Civic GrantmakingCommunity Based Giv¡ng



Civic Grântmak¡ng


CommunitT Based G¡ving



Civic GrantmakingK-12 Education Progrem

Charter School StartupCharter School StartupCommunity Based Giving


Civ¡c GrantmakingK-12 Educat¡on Program

Civic GrantmakingCivic Grantmak¡ng

Local and Civic GrantmakingLocal and Civ¡c Grantmak¡ng

Local and Civic GrantmakingLocal end civ¡c Grentmak¡ng

Local and C¡vic Grantmak¡ng


Civic Grantmaking


Local and C¡vic Grantmaking


Community Besed G¡ving

Civic GrantmakingEndowment Giving


Commun¡ty Based G¡v¡ng

Commun¡ty Bâsed Giv¡ng



Environment Program

Environment Program

Community Besed Giv¡ng

Civ¡c Grantmak¡ng


Local and Civic Grantmak¡ng


of Grant Amount Paid

10,000

s,00025,000

170,66s302,90022s,000

3,788,280

2,s002,500

20,000100,000

3,5003,s00

10,00010,000

1,000225,000

2s0,000

250,0002,0005,000

4,000262,O85207,725

3,0001,904,5001,168,110

5,000237,60425,000

1,750s,0002,s00

ro7,4632,5005,000

20,000

1,020,0002,740,786

2,500s,0001,0005,000

280,000167,000

4,00015,000

677,00052,8s310,000


13-3441466

Attachment 22

4o127Detail for Part XV, Line 3a - Grants and Contribut¡ons Paid the Calendar Year

Boy Scouts of America/lndian Nations Council, lnc.Boy Scouts of America/Westark Area Council

Boys & Girls Club of JacksonvilleBoys & Girls Club of Phillips CountyBoys and Girls Club of BartlesvilleBoys and Girls Club of Benton CountyBoys and Girls Club of Green Country, lnc.Boys and Girls Club of Nowata, lnc.Boys and Girls Club of Oklahoma County, lnc.

Boys and Girls Club of Paris, lnc.

Boys and Girls Club of Saline CountyBoys and Girls Club of the AIma Area, lnc.

Boys and Girls Club of the Ozarks

Boys and Girls Clubs of AmericaBoys and Girls Clubs of Metropolitan PhoenixBoys Hope Girls HopeBoys Preparatory Charter School of New York

Breakthrough Collaborative, lnc.

Bridge2Rwanda, lnc.Brighter Choice Foundation, lnc.

Brook¡ngs lnstitut¡onBrophy College PreparatoryBryant Youth Association, lnc.

Bu¡lding Excellent Schools, lnc.

Building Hope

Bull Shoals L¡brary Friends, lnc.By K¡ds, lnc.

C G Jung Educational Center of Houston Texas

Cabot Christmas Alliance, lnc.

Cabot Scholarshìp Foundation, lnc.

Caliber K-8 Charter School

California Academy of Sciences

California Charter SchoolS Assoc¡at¡onCalm Waters Center for Children and Families, lnc.

Camelback Ventures, lnc.Camp Aldersgate, lnc.

Camp Caudle, lnc.

Camp Southern Ground, lnc.Camp Summit, lnc.

Camp War Eagle, lnc.

Caney City L¡braryCaney Valley H¡storical Society

Cape Cod Commercial Fishermen's Alliance, lnc.

Capitol City Lighthouse Charter School

Care Food Pantry, lnc.

Careity FoundationCarl Albert State College Development Foundat¡on

Carl Junct¡on Educational FoundationCarleton CollegeCarmen H¡gh School of Science and Technology

4295 s. Garnett Road, Tulsa, oK74746 pc community Based Giving 15,0001401 Old Greenwood Road, Fort Smith, AR72907-425L PC Community Based Giving 8,0001 Boys Club Drive, Jâcksonville, AR72O76 PC Commun¡ry Based civing 5,000POBox511, Helena,AR72342 PC Commun¡tyBasedciving 244,33640L S. Seminole Avenue, Bartlesville, OK 74003 PC Community Based civing 5,000P.O. Box 448, Bentonville, AR 72712 PC Commun¡ty Based civ¡ng 35,8901111 SE 9th Street, Pryor, OK7436f PC Community Based Giving 5,000300s.Pinestreet, Nowata,OK74048 PC CommunityBasedciving 7,5003535 N. Western, Oklahoma City, OK 73118 PC Community Based G¡ving 10,000717 N. sth Street, Paris, AR 72855 PC Community Based G¡ving 6,750105 Cox Street Benton, AR 72015 PC Community Based Giving 4,130P. O. Box 1689, Alma, AR 72921 PC CÕmmunity Based G¡ving 5,000

1460 Bee Creek Roed, Branson, MO 65616 PC Community Based Giving 7,500

1275 Peachtree Street NE, Atlante, GA 30309-3506 PC Commun¡ty Bâsed Giving 25,000

2645North24thstreet, Phoenix,AZ85008 PC CommunityBasedc¡v¡ng 15,000

12307 State Line Roãd, Kânsas City, MO 64145 PC Community Based Giv¡ng 5,000

291 Broadway, Su¡te 1202, NY 10007 PC Charter School Startup 250,000

545 Sansome Street, Su¡te 700, San Frencisco, CA 94111 PC K-12 Education Program 300,000

1818 N. Taylor Street, Suite B, Little Rock, AR 72207 PC International Education, 150,000

1"75 Central Avenue,5th Floor, Albany, NY 12206 . PC K-!2 Educat¡on Program 101,000

1775 Massachusetts Avenue, NW, Washington, DC 20036-2188 PC K-12 Educat¡on Program 242,2894701 North Central Avenue, Phoen¡x, AZ 85012 PC C¡vic Grantmaking 2,500

6401 Boone Road, Bryant, AR 72089 PC Commun¡ty Based Giv¡ng 4,t3O31 M¡lk St. 6th Floor, Boston, MA 02109 PC K-12 Educat¡on Program 4,995,530910 17th Street NW, Suite 1100, Washington, DC 20006 PF K-12 Education Progrem 300,000

P,O.Box406, Bullshoals,AR72619 PC CommunityBasedc¡v¡ng 2,500

330 West End Avenue, #7A, New York, NY 10023 PC Civic Grântmaking 5,9325200 Montrose Boulevard, Houston, TX 77006 PC Civ¡c Grantmaking 5,000

P.O.Box821, Cabo!4R72023 PC CommunityBasedciving 3,000

200 West Main Street Cabot, AR72023 PC Community Based Giving 2,500

4301BerkAvenue, R¡chmond,CA94804 GOV Charterschoolstartup 250,000

55 Mus¡c Concourse Drive, San Francisco, CA 941184599 PC C¡vic Grantmaking 30,000

250 East First Street, Suìte 1000, Los Angeles, CA 90012-3811 PC K-12 Educatlon Program 5,000,000

4334 NW Expressway, Suite 101, Oklãhoma C¡ty, OK 73L16 PC K-12 Education Program 2,500

643 Magaz¡ne Street, Ste 206, New Orlèans, LA 70130 PC Commun¡ty Based G¡ving 500,000

z0ooAldersgateRoad, LittleRock,AR722os Pc communityBasedclv¡ng 5,000

857 SR 164, Hector, AR 72843 PC Organ¡zat¡onal Effect¡veness 7,500

101 Gardner Park, Peachtree City, GA 30269 PC Community Based G¡ving 15,000

17210 Campbell Rd., Su¡te 180-W, Dallãs, TX 75252 PC Commun¡ty Based G¡ving 100,000.

14323 Camp War Eagle Road, Rogers, AR 72756 POF Commun¡ty Based Giv¡ng 5,940,882L00 North Ridgeway Street, Cãney, KS 67333 PC Commun¡ty Based G¡v¡ng 8,000

310 W. 4th Street, Ceney, KS 67333 PC Env¡ronment Program 2,000

1566 Main Street, Chathem, MA 02633 PC Env¡ronment Program 850,000

401 Ma¡n Street, Suite 202, North Little Rock, AR 72114 GOV Communìty Based G¡ving 250,000

220N. MuskogeeAvenue, Tahlequah,OK74464 PC Civiccrentmak¡ng 5,000

P.O.Box126038, Fortworth,fxT6126 PC CommunityBasedciv¡ng 25,000

lsoTsouthMcKenna, Poteau,OK74953 PC CommunityBasedc¡ving 2,800

206 South Roney, Carl Junction, MO 64834 PC Civ¡c Grantmaking 3,500One N. College Street, Northfield, MN 55057 PC Charter School Startup 211,950

1712 S. 32nd Street, Milwaukee, Wl 53215 PC K-12 Education Program t66,667

Foundation

status ofRelationship Recipient Purpose ofGrant Amount paid

Walton Family Foundat¡onAttachment to Form 990-PF

L3-3441466Attachment 22

5o127Detail for Part XV, Line 3a - Grants and Contr¡but¡ons Paid the Calendar Year

Foundatlon


Carnegie Foundat¡on for Advancement Teach¡ng

Carpe D¡em - NorthwestCarroll and Madison Public Library FoundationCarroll County Fair and Livestock Show, lnc.Carthage R-9 School FoundationCASA - Court Appointed Special Advocates of Grayson CountyCASA of Northwest Arkansas, lnc.Casa of Sebastian, lnc.Cassville Senior Center, lnc.Castlemont iunior Academy CharterCastlemont Pr¡mary Academy CharterCatapult, lnc.

Cathol¡c Charities & Commun¡ty Services of the Archdiocese of DenverCatholic Diocese of Little Rock

Cato lnstituteCatoosa Public SchoolsCausa Natura, A.C.

Celerity Dalton Charter SchoolCenter for American ProgressCenter for Education ReformCenter for Effect¡ve PhilanthropyCenter for Neighborhood TechnologyCenter for Planning Excellence, lnc.Center for Rural AffairsCenter for Urban Teaching, lnc.

Center for Watershed ProtectionCenters for Youth and Families, lnc.

Central Baptist College

Centro Mexicano de Derecho Ambiental, A.C.

Centro Mex¡cano Para La Defensa Del Medio Ambiente A.C.

Cerebral Palsv of Tri-County, lnc.Ceres, lnc.Chalkbeat, lnc.Challenged Athletes toundat¡onChapin Hall at the Univers¡ty of Chicago

Character Lab, lnc.Charles Armstrong SchoolCharter Board PartnersCharter Fund, lnc.charter School PartnersCharter Schools Development Corporat¡onCh¡canos Por La Causa, lnc.Chiefs for ChangeChild Advocates of Silicon Valley, lnc.Childhelp, lnc.Children NowChildren's Health Council

Children's Hospital Colorado FoundationChildren's Museum of Denver, lnc.Children's Museum of Northwest Arkansas

Rec¡pient address51 V¡sta Lane, cA 94305

301 N. Bre¡el Blvd., Suite 101, Middletown , OH 45042106 Spring Street, Berryvìlle, AR 72616

104 CR 401, Berryv¡lle, AR 72616-0710

710 Lyon Street, Carthage, MO 64836

1518 S. Austin Street, Sherman, TX 75090

5322 Bleaux Avenue, Suite A, Springdale, AR 72762

1216 Towson Ave, Fort Sm¡th, AR 72901

1111 Fair Street, Cassville, MO 65625

8711 MacArthur Blvd, Oakland, CA 94605

8711 MacArthur Blvd, Oakland, CA 94605

1390 Lawrence Street, #200, Denver, CO 80204

4045 Pecos Street, Denver, CO 80211

P. O. Box 7565, Little Rock, AR 72217-7565

1000 Massachusetts Avenue NW, Washlngton, DC 20001

2000 S. Cherokee, Cetoosa, OK 74015

Ave. Nuevo Leon 213, lnt. 104 Colonia Hipodromo, Condesa Delegación

3605 Ontario Street, Baton Rouge, LA 70805

1333 H Street NW, 10th Floor, Washington, DC 20005

190L LStreet, NW, Suite 705, Washington, DC 20036

675 Massachusetts Avenue, 7th Floor, Cambridge, MA 02139

2125 W North Ave, Chicago, lL 60647

100 Lafayette Street, Baton Rouge, LA 70801

110 Maryland Ave Suite 209, Wãshington, DC 20002

2600 W Wiscons¡n Ave, M¡lweukee, Wl 53233

3290 North Ridge Road, Suite 290, Ellicott City, MD 21043

5905 Forest Place, Suite 200, Littlè Rock, AR72225-L80t1501 College Avenue Conway, AR 72034-9939

Atlixco 138 Colonie, Condesã, Mexico City, Mex¡co CP 06140

Calle#10 No. 60-C, Zona Centro, Ensenada, Baja California, Mexico CP 22800

1401 West Aust¡n, Webb C¡ty, MO 64870

99 Chauncy Street, 6th Floor, Boston, MA 02111

1250 Broadway 30th Floor, New York, NY 10001

9591 Waples Streel san Diego, CA92LZI1313 E. 60th Street, Ch¡cago, lL 60637

3701. Market Street, 2nd Floor, Philadelphia, PA 19104

L405 Solana Dr¡ve, Belmont, CA 94002

PO Box 73215, Washington, DC 20056

350 lnterlocken Blvd, Suite 390, Broomfield, CO 80021

2800 Univers¡tyAvenue SE, Suite 201, Minneepolis, MN 55414

673L Columbia Gateway Dr, Suite 220, Columbia, MD 21046

1112 E. Buckeye Rd, Phoenix, Az 85034

2L64 Ferndale Avenue, Beton Rouge, LA 70808

509 Valley Way, Bldg 2, Milp¡tas, CA 95035

4350 E. Camelback Rd., Suite F250, Phoenix, AZ 85018

1.404 Franklin Street, Su¡te 700, Oakland, CA946t2

650 Clark Way, Palo Alto, CA 94304

13123 E 16th Avenue, 8045, Aurora, CO 80045

2121 Ch¡ldren's Museum Dr¡ve, Denver, CO 80211

1.009 Museum Way, Bentonville , AR 72772

Relationsh of Grant Amount PaidPOF

GOV

PC

PC

PC

PC

PC

PC

PC

GOV

GOV

PC

PC

PC

.PC

GOV

NC

GOV

PC

PC

PC

PC

PC

PC

PC

PC

PC

PC

NC

NC

PC

PC

PC

PC

PC

PC

PC

PC

POF

PC

PC

PC

PC

PC

PC

PC

PC

PC

PC

PC


Charter School StartupCivic GrantmakingCommunity Based Giving



C¡v¡c GrantmakingCommunity Based Giv¡ng

Commun¡ty Bãsed G¡ving

Charter School StârtupCharter School StartupK-12 Education Program

C¡vic GrantmakingLocal and C¡vic Grantmaking

C¡vic GrantmakingCommunity Based Giving

Environment Program

Charter School StartupK-12 Education Program


Civic GrantmakingCiv¡c GrantmakingEnvironment Program

Environment Program

K-12 Educâtion Program

Environment Program

Commun¡ty Besed G¡v¡ng


Environment Progrãm

Environment Program



K-12 Educãtion Program

Civ¡c Grantmak¡ng

Civic Grantmak¡ng

K-12 Educatìon Program

Civ¡c Grantmak¡ng





K-L2 Education Program

K-12 Educatlon Program

C¡v¡c Grantmaking

C¡vic Grantmak¡ng


C¡vic Grantmak¡ng

C¡vic GrantmakingCivic GrantmakingLocal and C¡v¡c Grantmaking

250,000s,0003,250

12,500

2,000

2,000s,0003,s00

250,000

250,000245,000

50,000248,000

75,00010,00059,000

250,000

500,000200,000

100,00030,000

100,000275,000550,000

45,000

7,s002,500

725,r7740,000

2,s00475,000

3s0,000500

40,0001,055,809

25,000525,000

14,770,000100,000200,000

209,046500,000

5,00083,334

100,000

1,000200,000

5,0005,326,573


Detail for Part XV, Line 3a - Grants and Contr¡but¡ons Pa¡d During the Calendar Year

t3-344t466Attachment 22

6o127

Foundat¡on

status ofRecipient name

Children's Musical Theater of BartlesvilleChildren's Scholarship FundChoate Rosemary Hall Foundat¡on, lnc.Christian Act¡on MinistriesChr¡stian Associates of Table Rock Lake

Church of the Pioneers Foundat¡onChurch Women United Duncan Toy ShopCircle Fresh lnstituteCit¡zens of the World Charter SchoolsCity Connections, lnc.

City High SchoolCity of BentonvilleCity of ClarksdaleCity of FayettevilleCity of FlippinC¡ty of Fort SmithCity of Fort Worth - Animal Adoption CenterC¡ty of GravetteCity of LockwoodC¡ty of Noel

City of NowataCity of Okmulgee F¡re DepartmentCity of Rogers

City of Siloam Springs

Clty of SpringdaleCity of VinitaCity of WagonerCity of YellvilleC¡ty Year Denver

City Year, lnc.citywlLDCivic Builders, lnc.Civic CanopyCivic Symphony of Benton County Guild, lnc. aka Arkansas PhilharmonicCivitan CenterCla¡:emore Public Schools FoundationClaude Parrish Rad¡at¡on lnstitute Foundation, lnc.Clear Spring School lncorporatedCleveland County Christmas Store

Cleveland County Family YMCA, lnc.ClientEa rthClothes to Kids of Denver lnc.Coaching CorpsCoahoma County Board of SupervisorsCoalit¡on to Restore Coastal Lou¡sianaCochise CountyCochise Water Project, lnc.Coldwater of Lee's Summ¡tCollaborative for Academic Soc¡al and Emotional LearningCollege Entrance Examination Board

addressSE Avenue, Suite C,

8 West 38th Street,gth Floor, New York, NY 10018-6229

333 Christien Street, Wallingford, CT 06492-3800

610 S. 6th Street, Suite 102, Branson, MO 6561613192 State Hwy 13, Kimberling City, MO 65686

1155 Univers¡tyDrive Bldg. 3, Menlo Park, C494025P. O. Box 206, Duncan, OK 73534

4255 Yarrow St, Wheât R¡dge, CO 80033

5371 Wilshire Boulevard, Los AnBeles, CA 90036

10411 W. Markham Street, Suite 100, Little Rock, AR 72205

11625 W. Pico Blvd, Los Angeles, CA 90064

117 West Central Boulevard, Bentonville, AR 72712

P.O. Box 940, Clarksdale, MS 38614

113 W. Mountain Street, Fayetteville, AR72701.

P. O. Box 40, Flippin, AR 72534

623 Garrison Avenue, Fort Smith, AR 72901

8L8 Missouri Avenue, Fort Worth, TX 76104

604 F¡rst Avenue SE, cravette, AR 72736

!07 t/2 E 3th Street #8, Lockwood, MO 65682

201 Railroad Street, Noel, MO 64854

701 E. Modoc Street, Nowâte, OK 74048

333 N. Central Ave, Okmulgee, OK74447301 W Chestnut, Rogers, AR 72756

400 N. Broadway, Siloem Spr¡ngs, AR 72761

201 North Spr¡ng Street, Springdale, AR 72764

P. O. Box 329, Vinita, OK 74301

231 Church Street, Wegoner, OK74467P. O. Box 647, Yellv¡lle, AR 72687

789 Sherman St #400, Denver, CO 80203

15 E sth Street, Suite 1621, Tulse, OK 74103304 Hudson Street,3rd Floor, New York, NY L0013

3532 Franklin St., Suite H, Denver, CO 80211

1901 SE J Street, Bentonville, AR727t2121 Cox Street, Benton, AR 72015

310 N. Weenonah, Claremore, OK740t7620 N. Ma¡n Street, Harrison, AR 72601

374 Dairy Hollow Road, Eureka Springs, AR 72632

P.O. Box 256, Norman, OK 73070

1350 Lexington Ave., Norman, OK 73069-8478

274 Richmond Road, London, UK E8 3QW

274 R¡chmond Road, London, UK E8 3QW

P.O. Box 100874, Denver, CO 80250

310 E¡ghth Street, Suite 300, Oakland, CA 94607

1150 W¡ldcat Drive, Clarksdale, MS 38614

1415 W Melody Lane, B¡sbee, AZ 85603

1819 Paseo San Luis, Sierra V¡sta, AZ 85635

501 NE Missouri Road, Lee'sSummit, MO 64086

815 West Van Buren St., Suite 210, Ch¡cago, lL 60607

250 Vesey Street, New York, NY 10281

P. O. Box 17, Po¡nt Lookout, MO 65726

PC

PC

PC

PC

PC

PC

PC

NC

PC

PC

GOV

GOV

GOV

GOV

GOV

GOV

GOV

GOV

GOV

GOV

GOV

GOV

GOV

GOV

GOV

GOV

GOV

GOV

PC

PC

PC

PC

PC

PC

PC

PC

PC

PC

PC

PC

PC

PC

PC

GOV

PC

PCD'

PC

PC

PC

Purpose ofGrant Amount pa¡d


7,563,5001,005,000

5,0005,000

5,000s,000

110,000250,000

7,500

250,000

436,20594,641

685,O442,000

1,000,00020,00010,00010,000

500

6,000

400

7,266,227146,892364,667

10,0007,5002,000

343,33410,0005,000

s3,00065,000

5,0005,0005,000

2,500

5,000

5,000s,000

270,0002,000

10,00069,O04

250,000230,882900,000

s,00022,885

225,000

Civic Grantmak¡ng

Community Bãsed G¡ving


Civic GrantmakingCommunity Based G¡v¡ng

C¡vic Grantmek¡ng

C¡v¡c Grantmak¡ng


Charter School StartupLocal and C¡vic Grantmak¡ng

Local and Civic GrantmakingLocal and C¡vic Grentmak¡ng

C¡vic Grantmãk¡ngC¡vic GrantmakingCiv¡c GrantmakingCivic GrantmakingCiv¡c GrantmakingCiv¡c Grantmaking

Civic Grantmaking

Civic Grantmaking

Locâl and C¡vic GrantmakingLocal and Civic Grantmak¡ng

Locel ând C¡vic Grantmaking

Civic GrentmekingCiv¡c GrantmakingC¡v¡c GrantmakingCommun¡ty Based G¡v¡ng

Community Based Glving

Civ¡c GrantmakingK-12 Education Program



Civic GrantmakingCommunity Based G¡ving




Environment Program

Environment Program


C¡vlc GrantmakingLocal and Civ¡c Grantmak¡ng

Env¡ronment Progrãm

Environment Program

Commun¡ty Bâsed G¡ving



Civic Grantmaking


Attachment to Form 990-PFL3-3441466

Attachment 22

7 o127Detail for Part XV, Line 3a - Grants and Contributions Paid the Calendar Year

Foundat¡onstâtus of

Rec¡pient name

College of the OzarksCollege of WoosterCollegiate Academies

Colorado Bright Beg¡nnings

Colorado Child Advocacy AllianceColorado Children's Campaign, lnc.

Colorado Coalit¡on for the HomelessColorado CollegeColorado Department of Public Health and EnvironmentColorado Fourteeners lnìtiat¡veColorado League of Charter SchoolsColorado Montessori Assoc¡ationColorado Nonprofit Development CenterColorado State University FoundationColorado Succeeds

Colorado Therapeutic Riding Center, lnc.Colorado Water Trust, lnc.

Colorado Watershed Assembly

Colorado Youth Tennis FoundationColumbia CollegeColumbia Public Schools

Columbia UniversityColumbus Elementary SchoolColumbus Zoological Park Association - SECORE ProjectComanche County Memor¡al Foundation, lnc.

Commun¡t¡es Foundation of Oklahoma, lnc.

Commun¡t¡es Foundation of Texas, lnc.Community Crisis Center, lnc.

Community Development Corporatlon of Bentonville Bella Vista

Commun¡ty Development Partnership of Western Carroll CountyCommun¡ty Foundat¡on of Jackson HoleCommunity Foundation of New Jersey

Community Foundation of North TexasCommun¡ty Foundat¡on of the Ozarks, lnc.

Commun¡ty LINC

Commun¡ty M¡nistries lnternationalCommun¡ty Partnership of the Ozark, lnc.

Community Service Council of Greater TulsaCompass AcademyCompass for L¡felong Discovery

ComÞass Montessori Secondary SchoolComunidad y Biodiversidad, A.C.

Concerts for KidsConfluence Philânthropy, lnc.

Congressional Hispanic Caucus lnstitute, lnc.Connecticut Food Bank, lnc.Conservation Colorado Education FundConservation lnternational Foundat¡onConservation LegacyConsultative Group on Biological D¡vers¡ty

Recipient address1189 Ave, Wooster, OH 44691-2363

5552 Read Blvd, New Orleans, LA 70127

3605 Martin Luther King Blvd, Denver, CO 80205

303 S. Broadway, Suite 200-329, Denver, CO 80209

1580 L¡ncoln Street Suite 420, Denver, CO 80203

1580 L¡ncoln Street Suite 420, Denver, CO 80203

2111 Champa Street, Denver, CO 80205

14 East Cache La Poudre Street, Colorado Springs, CO 80903-3298

4300 Cherry Creek Dr¡ve South, A-5 EDO, Denver, CO 80246-1530

1600 Jackson Street, Suite 352, Golden, CO 80401

2696 S. Colorado Blvd. Suite 250, Denver, CO80222PO Box 361, Denver, CO 80202

1390 Lâwrence St, Suite 200, Denver, CO 80204

4L0 University Serv¡ces Center, Fort Collins, CO 80523

L390 Lawrence St., Suite 200, Denver, CO 80204

11968 Mineral Road, Longmont, CO 80504

L420 Ogden Street, Suite 42, Denver, CO 80218

P.O. BoxZLL729, Denver, CO 80221

3300 E. Bayaud Avenue, Ste 201, Denver, CO 80209

1001 Rogers Street, Columbia, MO 65216

1104 North Providence Road, Columb¡e, MO 65203

435 West 116th Street, Box A-2, New York, NY 10027

tO6Z0 E. 27th Street, Tulse, OK 741299990 Riverside Drive, Powell, OH 43065

3401 W. Gore Blvd, Lawton, OK 73502

2932 NW 122nd Street, Oklahoma City, OK 73120-1955

5500 Caruth Haven Lene, Dallas, TX 75225

PO Box 905, M¡am¡, OK 74355

808 N. Ma¡n Street #1, Bentonville, AR 72712

P. O. Box 131, Eureka Springs, AR72632

P. O. Box 1523, Driggs, lDa342235 Knox Hill Road, Morr¡stown, NJ 07963

306 West 7th, Suite 1045, Fort Worth, TX 76102

425 E. Trafficway, Springfield, MO 65801

4016 Troost Avenue, Kanses City, MO 64110

1034 S. Mill Avenue, Tempe, AZ 85281

330 N. Jefferson Ave # A, Spr¡ngfield, MO 65806

16 East 16th Street, Suite 202, fulse, OK74Lt9789 Sherman St, Denver, CO 80203

PO Box 336, Woody Creek, CO 81656

4441 Salvia Street, Golden, CO 80403

#215 Colonia Lomes de Miramar, Guaymas, Sonora, Mx, cP85448

L616 L7th Street, Suite 462, Denver, CO 80202

475 Rivers¡de Dr¡ve,5uite 900, New York, NY 10115

1128 16th Street, NW, Wash¡ngton, D.C 20036

P. O. Box 8686, New Haven, CT 06531

1536 Wynkoop Street, #510, Denver, CO 80202

2011 Crystal Dr¡ve, Suite 500, Arlington, VA 22202

701 Camino del Rio, Su¡te 101 Durango, CO 81301

P. O. Box 29361, Sen Francisco, CA94129

Purpose ofGrant Amount pa¡d

o1

PC

PC

PC

PC

PC

PC

PC

GOV

PC

D'

PC

PC

PC

PC

PC

PC

PC

PC

PC

GOV

PC

GOV

PC

PC

PC

PC

PC

PC

PC

PC

PC

PC

PC

PC

PC

PC

PC

PC

PC

PC

NC

PC

PC

PC

PC

PC

PC

PC

PC

C¡vic Gra


C¡vic GrantmakingC¡vic GrantmakingK-12 Educat¡on Program


Civic Grantmaking

Endownent Giv¡ng



Organ¡zational Effectiveness


Environment Program


C¡v¡c GrantmakingEnv¡ronment Program

Envlronment ProBram

C¡v¡c Grantmak¡ngC¡v¡c GrantmakingC¡v¡c GrantmakingCivic Grantmak¡ngCommunity Based G¡v¡ng

Civic Grantmak¡ng





Civ¡c GrântmakingCommunity Bãsed G¡ving


C¡vic Grantmak¡ngCommunity Based G¡v¡ng




Charter School startupCivic Grantmak¡ngK-12 Education Program

Env¡ronment Progrâm

Civ¡c Grantmak¡ng

Environment Program

C¡vic Grantmak¡ng

C¡v¡c GrantmaklngEnvironment Program

Environment Program

Env¡ronment Progrem

Environment Program

25,00020,000

150,000200,000

11,300110,000

10,000

2,000,000250,000

2,0001,090,000

25,0001s0,000280,000

60,00010,000

391,4757,000

s,00010,000

2,000

25,0003,500

50,0002s,000s,000

45,200s,000

3,618,648s,000

10,000848,640

60,0007,5005,000

1,0002,500

10,000262,OOO

333,334104,655635,650

1,0007,500

30,0001,000

73,26010,577,'184

t7!,52292,000


t3-34/1466Attachment 22

8ot27Detail for Part XV, Line 3a - Grants and Contribut¡ons Paid the Calendar Year

l-oundat¡on


Conway County Commun¡ty Serv¡ce, lnc.Cookson H¡lls Chr¡stian Min¡striesCornell Un¡vers¡ty

Cotter Gassville Rural Fire Distr¡ct AuxiliaryCouncil for Economic EducationCouncil of Churches of the OzarksCouncil on FoundationsCounseling & Recovery Services of Oklahoma, lnc.Covenant Keepers College Preparatory SchoolCovenant Ministries, lnc.

coweta Friends ofthe LibraryCoweta Public SchoolsCreate AcademyCreative Alliance of New Orleans

Credit & Homeownership Empowerment Serv¡cesCred¡t Counsel¡ng of Arkansas, lnc.Cr¡sto Rey Network

Cross Timbers Senior C¡tizen CenterCrystal Br¡dges - Museum of American Art, lnc.

Cypress AcademyCyst¡c Fibros¡s Foundation HeadquartersDecatur Public SchoolsDeerfield AcademyDelaware County Historical SocietyDel¡ver HopeDelta Presents Outreach Foundation, lncorporatedDenison lndependent School D¡str¡ctDenison ISD Education Foundat¡on, lnc.Denver Bienn¡al of the Americas CorporationDenver Children's Advocacy CenterDenver FoundationDenver Health FoundationDenver lnner City Parish, lnc.Denver Public SchoolsDenver Public Schools FoundationDenver School of Science and TechnologyDenver Urban ScholarsDepartment of Human ServicesDerrick Johnsons Defend The Dream FoundationDesert Botanical GardenDewey Public SchoolsDiamond C¡ty Pollce DepartmentD¡ocesan Council for the Society of St. Vincent de Paul D¡ocese PhoenixDiscovery Center of SpringfieldDiscovery lnst¡tuteDonnell-Kay Foundat¡on, lnc.Do n o rsCh oose. o rgDoor of Faith M¡nistr¡es, lnc.Dora R-lll School DistrictDown Syndrome Guild of Greater Känsas C¡ty, lnc.

address

100 s. ch AR 72110

60416 H¡ghway 10, Kansas, OK74347-9533120 Day Hall, lthace, NY 14853

P.O. Box 332, Cotter, AR 72626

I72East42nd Street, Suite 2600, New York, NY 10168

P. O- Box 3947 627 N. Glenstone Springfield, MO 65808

2121 Crystal Drive, Suite 700 Arlington, VA 22202

7010 S Yale Ave, Suite 215, Tulsa, OK74136-57435615 Ceyer Springs Road, Little Rock, AR 72209

P.O. Box 148, Hatfield, AR 71945

120 E. Sycamore, Cowetå, OK 74429

P. O. Box 550, Coweta, OK 74429

32 W. Erie, Tempe, A7852az

2326 Esplanade Avenue, New Orleans, LA 70119

3125 Gillham Plaza, Kansas City, MO 64109

P.O. Box 10168, Fayettevìlle, AR 72703

14 East Jackson Blvd., Su¡te 1200, Ch¡cago, lL 60604

102 NW 6th Ave, M¡neral Wells, TX 76067

600 Museum Way, Bentonville, AR727724238 St. Charles Avenue, New Orleans, LA 70115

693L Arlington Road,su¡te 200, Bethesda, MD 20814

1498 Stadium Avenue, Decatur, AR 72722

7 Boyden Lane, Deerfield, MA 01342

PO Box 855, Jay, OK74346PO Box 1752, Conway, AR 72033

P. O. Box 24636, Little Rock, AR 7222L-4636

1201 South Rusk, Denison, TX 75020

1201 South Rusk Avenue Den¡son, TX 75020

730 Kelamãth Street, Denver, CO 80204

2149 Federal Boulevard, Denver, CO 80211

55 Madison Street, 8th Floor, Denver, CO 80206

655 Broadway, Suite 750, Denver, CO 80203

1212 Mariposa St, Denver, CO 80204

900 Grant Street, Denver, CO 80203

1860 L¡ncoln Street,9th Floor, Denver, CO 80203

3401 Quebec Street Su¡te 7200, Denver, CO 80207

3532 Franklin Street, Suite T, Denver, CO 80205

511 S. Harper, Poteau, OK 74953

59 Cavâlier Blvd Su¡te 310, Florence, KY 470421201 N. Galvin Parkwey, Phoenix, AZ 85008

#1 Bulldogger Road Dewey, OK74O29

232 Grand Ave, D¡amond Clty, AR 72630

420 W. Watkins Road, Phoenix, AZ 85003

438 E. St. Louis Street, Springfield, MO 65806

208 Columbia street seattle, wA 98104

73O17th St. Suite 950, Denver, CO 80202

134 W. 37th Street Floor 11, New York, NY 10018

P. O. Box6434, Chula Vista, C491909613 County Road 379, Dora, MO 55637

5960 Dearborn Street, Suite 100, Mission, KS 66202

Purpose ofGrant Amount Paid

PC

PC

PC

PC

PC

PC

PC

PC

GOV

PC

PC

GOV

PC

PC

PC

PC

PC

PC

PC

GOV

PC

GOV

PC

PC

PC

PC

GOV

PC

PC

PC

PC

PC

PC

GOV

PC

PC

PC

GOV

PC

PC

GOV

GOV

PC

PC

PC

PF

PC

GOV

PC


C¡vic GrantmakingEnv¡ronment Program


C¡v¡c GrentmakingCommunity Based G¡ving



C¡v¡c GrantmakingCommun¡ty Based G¡ving


Cômmunity Based G¡v¡ng

Charter School StãrtupCivic Grantmaking


Local and C¡v¡c Grantmaking

K-12 Ëducation Program

Civic Grentmaking

Local and Civic GrantmakingCharter School StartupCivic Grantmak¡ng


C¡vic Grantmak¡ng



Commun¡ty Besed Giving



Civic Grantmaking

C¡vic GrantmakingK-12 Education Program


C¡vic Grantmak¡ngC¡vic GrantmakingCivic GrantmakingK-12 Educat¡on Program


Civic GrantmakingCiv¡c Grantmak¡ng



C¡vic GrantmakingCommun¡ty Based Giv¡ng



Civic Grantmak¡ng

Organizational Effect¡veness


CommuniW Based Giving

40,00022,688

1,50020,000

5,000244,500

2,000323,736

2,500

1,0006,000

220,000s,0005,000

121,000

67\aOO5,000

1,000,000250,000

10,0005,000

50,0002,0003,2605,000

10,00010,00065,000

258,43250,000

286,91740,00097,61755,000

473,83a10,000s,000s,0002,5005,0002,5005,0002,500

200,000

80,000100,000

3,0001,000

5,000

Walton Family Foundat¡onAttachment to Form 990-PF

Detail for Part XV, Line 3a - Grants and Contr¡butions Paid During the Calendar year

t3-3441466Attachment 22

9 o127

Foundetion

status ofname

Downtown Bentonville, lnc.

Duke UniversityDuncan Public Schools FoundationDwight Presbyterian MissionEAA Aviation Foundation, lnc.Early Milestones ColoradoEarth Economics

East Harlem School at Exodus HouseEast Newton R-6 Charitable Foundation, lnc.Eastern Oklahoma District L¡braryEastern Workforce lnvestment Board, lnc.Ecclesia lnc. - Ecclesia CollegeEchoing Green FoundationEcology Project lnternationalEdBuild, lnc.EdFuelEdgewood Center for Children and FamiliesEditor¡al Projects ¡n Educat¡on, lnc.Edmond Public Schools Foundation, lnc.Edmond YMCA

Education AnalWics, LLC

Education Cities, lnc.Education Pioneers, lnc.

Education Reform Now, lnc.Educat¡on Trust, lnc.Education Trust-WestEducation Writers AssociationEducational Enterprises, ¡nc.

Educators for ExcellenceEdvoice lnst¡tute for Research and EducationEl Centro, lnc.

El lnst¡tuto El Mangle A.C.

Elementary lnstitute of ScienceElkins Public SchoolsEmergency lnfant ServicesEmpower College Prep

EnactusEnv¡ronment Colorado Research and Policy Center, lnc.Environmental Defense Fund, lnc.Env¡ronmental Grantmakers AssociationEnv¡ronmental Law and Pol¡cy Center of the MidwestEnv¡ronmental Law lnstituteEnvironmental LearnÌng for Kids

Environmental Working GroupEquitas Academy #3Equ¡tas Academy 4e-STEM Public Charter Schools, lnc.Eufaula Public SchoolsEvergreen State College FoundationExalt Education

address410 SW A Street, Su¡te 2, Bentonv¡lle, AR7Z7.I2

2200 West Main St, Suite 710, Durham, NC 27705

P.O. Box 1882, Duncan, OK 73534-1882

100995 S 4590 Rd, V¡an, OK74962P.O, Box 3086, Oshkosh, Wl 54903-3086

165 Madison St, Denver, CO 80206

107 N. Tãcoma Ave, Tacoma, WA 98403

309 East 103rd Street, New York, NY 10029

2208 East Highway 86, Granby, MO 648,14

814 W. Okmulgee, Muskogee, OK744O1

7t7 S.32nd St, Muskogee, OK 74401

9653 Netions Drive, Sprlngdale, AR72762462 Seventh Avenue, Th¡rteenth Floor, New York, NY 10018

315 South 4th Street East, Missoula, MT 59801

295 Newark Avenue, 2nd Floor, Jersey C¡ty, NJ 07302

1805 7th Street NW 7th Floor, Weshington, DC 20001

1801 Vicente Street, san Franc¡sco, CA 94116

6935 Arlington Road, Suite 100, Bethesda, MD 20814

1001 West Danforth Road, Edmond, OK 73083-3103

1220 South Rankin, Edmond, OK 73034

131W. Wilson St., Su¡te 200, Madlson, Wl 53703

PO Box 11547, Memph¡s, TN 38111

1625 Clay Street, Suite 300, Oakland, CA 94612325 Gold Street, Suite 201, Brooklyn, NY 11201

1250 H Street, NW, Suite 700, Washington, DC 20005

1814 Franklin St., Suite 220, Oakland, CA946tz3516 Connect¡cutAvenue, NW, Washington, DC 20008

20935 West Swenson Drive, Suite 101, Waukesha, Wl 53186

80 P¡ne Street, 28th Floor, New York, NY 10005

1107 9th Street, #680, Sacramento, CA 95814

650 Minnesota Avenue, Kansas City, KS 66101

Acceso ZOFEMAT 3230 Coloniã El Manglito, La Paz, B.C.S., Mexico C.P. 23060

608 51st Street, San Diego, CA92lI4394 N. Center, Elkins, AR72727222 S. Houston Avenue, Tulsa, OK74t27

5757 N Central Ave, Phoenix, AZ 85012

1959 East Kerr Street, Springfield, MO 65803-4775

1543 Wazee St.,ste.400, Denver, CO 80202

257 Park Avenue South, New York, NY 10010

475 R¡vers¡de Dr¡ve, Suite 960, New York, NY 10115

35 East Wacker Dr¡ve, Suite 1600, Chlcago, lL 60601-2110

1730 M St. NW, Suite 700, Washington, DC 20036

14460 E.50th Ave, Denver, CO 80239-6440

1436 U Street NW, Su¡te 100, Wash¡ngton, DC 20009

1700 W. P¡co Blvd, Los Angeles, CA 90015

L700 W. P¡co Blvd, Los Angeles, CA 90015

200 R¡ver Market Drive, Suite 225, Little Rock, AR 72201

215 N. 6th, EuÍaula, OK 744322700 Evergreen Parkway NW, Olympia, WA 98505

1818 N. Taylor 5t.,5uite B, Little Rock, AR 72207-4367

Reci Purpose ofGrant Amount paid

and Civic Grantmak¡ngPC

PC

PC

PC

PC

PC

PC

PC

PC

PC

PC

PC

PC

PC

PC

PC

PC

PC

PC

PC

PC

PC

PC

PC

PC

PC

PC

PC

PC

PC

PC

NC

PC

GOV

PC

GOV

PC

PC

PC

PC

PC

PC

PC

PC

GOV

GOV

PC

GOV

PC

PC

Environment Program


Civic crentmakingCivic GrantmakingCivic Grentmâk¡ng

Environment Program






Environment Program



Clvic GrentmakingK-12 Educat¡on Program





K-12 Educât¡on Pfogram

K-12 Educetion Program








Organizat¡onel Effectiveness

Civic Grantmak¡ng

Community Bâsed Giving


Charter School StartupCiv¡c Grantmak¡ng

Civic Grantmak¡ng



Civic GrântmakingEnvironment Program

Civic GrantmakingEnvironment Program

Charter School StartupCharter School StartupLocal and Civic Grantmak¡ng


Civic Grantmak¡ng


206,OM

5,000844,LO6

50,00050,00060,000

5,0004,000

12,500

5,000s,000

705,127

450,000150,000396,544

1,00070,000

5,0005,000

239,593700,000

1,500,0004,249,337

359,000162,500

175,000

525,000

925,00029,000

5,00070I,667s0,000s,000

10,000

250,000150,000

10,00015,442,307

34,150350,000265,000

10,0002s0,000250,0002s0,000923,988

10,00010,000

5s0,000


t3-34/-7466Attachment 22

lO of27Detail for Part XV, Line 3a - Grants and Contr¡butions Pa¡d the Calendar Year

Excellent Educat¡on DevelopmentExcellent Schools DetroitExecutive Services Corps of Central OklahomaExperimental StationExploratoriumFaith Medical MissionsFaithacts for Education, lnc.Families EmpoweredFamilies for Excellent Schools, lnc.Family & Childrens Serv¡ces, lnc.

Family House, lnc.Family Resource Services of Lonoke, lnc.Fam¡ly Star, lnc.

FamilV YMCA of BartlesvilleFarmington High SchoolFarm¡ngton Public Schools - Farmington School DistrictFaulkner County Council on Aging, lnc.

Fay SchoolFayettev¡lle Natural Heritage Assoc¡at¡onFayetteville Public L¡braryFayetteville School D¡strict #1Fellowship of Chr¡stlan AthletesFerncliff Camp and Conference CenterF¡eld to MarketF¡ne Arts lnst¡tute of Edmond

FishChoice, lncF¡shWiseFJC A Foundation of Donor Advised Funds

Flying Hogs Aero-ClubFocus on GreenwoodFolds of Honor FoundationFondo Mexicano para la Conservacion de la Naturaleza, A.C.

Food and Shelter, lnc.Food Bank of North Central Arkansas Norfork Community Care Program, lnc.

Foothills United Way, lncForrester-Davis Development Center, lnc.Fort Smith Boys and Girls Clubs

Fort Smith Chamber Economic Development Foundation, lnc.Fort Smith Ch¡ldrens Service League, lnc.

Fort Smith Emer8ency Medical ServicesFort Smith Public LibraryFort Smith Public SchoolsFort Smith Public Schools Foundation, lnc.Fort Worth Modern Art Museum Associat¡onFort Worth Museum of Science and HistoryFort Worth Zoological Association, lnc.Foundat¡on Center'Foundat¡on for Excellence ¡n Education, lnc.Foundat¡on for Except¡onal Warriors, lnc.Foundation for Homan Square

houndatton

status ofRelationship Recipient Purpose of Grant Amount paid

llS5SLacrangeAvenue,2ndFloor, LosAngeles,CA90025 PC K-l2EducationProgram æS,ó002111 Woodward Ave, Su¡te 506, Detroit, Ml 48201

600 N Walker, Su¡te 210, Oklahomâ City, OK 73154-0403

6100 S Blackstone Ave., Chìcago, lL 60637

Pier 1"5, San Franc¡sco, CA 94111-1456

510 W, Chickasha Avenue, Chickasha, OK 73018

285 Fairfield Avenue, Bridgeport, CT 06604

3900 Essex Lane Suite t200, Houston,Tx7712780 Pine Street, 32nd Floor, New York, NY 10005

650 South Peor¡a, Tulsa, OK7477o

50 lrving 5t., San Franc¡sco, CA94!22205 5. Center Street, Lonoke, AR 72086

2246 Fedelal Blvd., Denver, CO 80211

101 N.E. Osage, Bartlesville, OK 74003

278 W. Main, Farmington, AR 72730

42 South Double Spr¡ngs Roed, Fãrm¡ngton, AR727301620 Donaghey Avenue, Conway, AR 72O34-322f

48 Ma¡n Street, Southborough, MA 01772-9106

PO Box 3635, Fayetteville, AR 72702

401 W. Mountain Street, Fâyetteville, AR727OtL000 West Bulldog Boulêvard, Feyetteville, AR 72701

P.O. Box 434, Lowell, AR 72745

1720 Ferncliff Road, Little Rock, AR 72223-9977

777 N. Capitol Street NE, Suite 803, Washington, DC 20002

27 E. Edwards Street, Edmond, OK 73083

P.O. Box 531, Fort Collins, CO 80522

P.O. Box 233, Santa Cruz, CA 95061

520 Eighth Avenue, 20th Floor, New York, NY 10018

711 W. Dickson Street, Fayettev¡lle, AR 72701

P. O. Box 3551, Greenwood, AR 72936

5800 Patriot Drive, Owasso, OK 74055

Calle Damas No.49 Col. San Jose, lnsurgentes, Mexico, D.F., Mexico CP

104 West Comanche, Norman, OK 73069

P. O. Box 128, Norfork, AR 72658

1285 Cimarron Dr¡ve, Ste 101, Lafeyette, CO 80026

1000 West Buchanan Street, Clarksville, AR 72830

4905 North "O" Street, Fort 5mith, AR 72904

612 Garr¡son Avenue, Fort Sm¡th, AR 72901

P, O. Box 10008, FortSmith, AR 72917

P, O. Box 180010, Fort Sm¡th, AR 72918

3201. Rogers Avenue, Fort Smith, AR 72901

P. O. Box 1932, Fort Sm¡th, AR 72902-1948

P. O. Box 1932, Fort Smith, AR 72902

3200 Darnel Street, Fort Worth,T[767071600 Gendy Street, Fort Worth, TX 76107

L989 Colonial Parkway, Fort Worth, TX 76110

79 F¡fth Avenue, New York, NY 100033076

215 S. Monroe Street, Suite 420, Tallahassee, FL 32301

P. O. Box 99, Ptyor,OK7436222LLYork Road, Suite 207, Oak Brook, lL 60523

PC

PC

PC

PC

PC

PC

PC

PC

PC

PC

PC

PC

PC

GOV

GOV

PC

PC

PC

GOV

GOV

PC

PC

PC

PC

PC

PC

PC

PC

PC

PC

PC

PC

PC

PC

PC

PC

PC

PC

PC

PC

GOV

PC

PC

PC

PC

PC

PC

PC

PC




Civ¡c GrantmakingCommunity Based Giving




Commun¡ty Based c¡ving

Orgenizetionel Effectiveness






Civic Grantmâk¡ngLocal and C¡v¡c GrantmakingCommunity Based Giving

Charter School StartupCommunity Based G¡ving

C¡vic Grantmak¡ng

Environment Program


Environment Program

Environment Program

lnternat¡onal Education,

Orgen¡zational Effect¡veness



Environment Program



C¡vic Grantmak¡ng


Civ¡c Grantmak¡ng






community Based Giv¡ng

Civ¡c Grentmaking

C¡vic Grantmaking

Civic Grantmak¡ng



community Based Giving

Civic Grantmak¡ng

s33,0002,500

100,000

2,000

3,000100,000

239,5006,400,000

2,000

10,0002,880

20,000s,0007,000s,0005,000

10,00065,000

8,00017,77520,000

510,000267,200

s,000250,000300,000

10,00072,5003,0002,000

100,000

5,00010,00050,000

3,0007,500

2,5003,s001,500

5,0003,5006,000

65,000

25,000

500,00072,480

3,000,000s,000

30,000

Walton Family FoundationAttãchment to Form 990-PF

13-3441466

Attachment 2271o127

Detail for Part XV Line 3a - Grants and Contr¡but¡ons Paid Du the Calendar Year

Foundation


Foundation For Living MedicineFranklin County Cancer Foundation, lnc.Frankl¡n County Learn¡ng CenterFree Medical Clinic of Mayes County, lnc.Freedom HouseFriends of Arkansas SingletrackFriends of Choice ¡n Urban SchoolsFriends of Marolt ParkFriends of the Alma Public Library of AlmaFriends ofthe Brazos River, lnc.Friends of the Palo Alto Junior Museum and ZooFriends of the Siloam Springs Library FoundationFriends of the Southborough Council On Aging, lnc.Fr¡ends of the Southborough L¡braryFriends of the Verde River GreenwayFriendship Public Charter School Armstrong CampusFuller Theological SeminaryFun ¡n the Son M¡nistries, lnc.Fundación Viento Sur

Garland County Historical Soc¡etyGenesis House, lnc.Gentry Public SchoolsGeorge Wash¡ngton Univers¡tyGeorgetown Un¡versityGeorgia Chamber of Commerce Foundat¡on, lnc.Georg¡a Charter Schools Association, lnc.

Gestalt Community SchoolsGideon's lnternationalGift of Hope, lnc.Gila Watershed Partnership of ArizonaG¡rl Scouts - Ar¡zona Cactus-Pine Council, lnc.

Girl Scouts - Diamonds of Arkansas Oklahoma and TexasGirl Scouts of AlaskaGirl Scouts of ColoradoGirl Scouts of Eastern OklahomaGirl Scouts Western Oklahoma, lnc.G¡rls Athletic Leadership School Los AngelesGirls lncorporated of Metro DenverGirls Shelter of Fort Smith Ark., lnc.Giving Back Fund, Inc.Global GardensGlobal Preparatory AcademyGood Shepherd Ministries of Oklahoma, lnc.Governor Dummer AcademyGraland Country Day

Grand Canyon R¡ver GuidesGrand Canyon TrustGrand Canyon YouthGrand Staircase-Escalante Partners lncGrantmakers for Education

Recipient address4848 E. Cactus Road Suite 506, Scottsdale, AZBS254

2L5 Mein Street, Ottâwa, KS 66067

PO Box 329, Ozark, AR72949118 N. Adair Street, Pryot, OK74362P.O. Box 1626, Weetherford, TX 76086

350 Pea Ridge Rd., Pineville, MO 64856

1436 U Street N.W. Su¡te 204, Wash¡ngton, DC 20009

221 S. 7th Street, Aspen, CO 81617-7641624 Fayetteville Avenue, Alma, AR7292L6336 Goliad Ave, Dallas, TX 75214

1451 Middlefield Road, Palo Alto, CA 94301

401 West Un¡versity, Siloam Springs, AR 72751

9 Cordaville Road, Southborough, MA 07 L772

25 Main St, Southborough, MA0t772PO Box 2535, Cottonwood, AZ 86326

120 QStreet NE, Weshington, DC20017135 N. Oaklãnd Avenue, Pasadena, CA 91182

2079 Peninsula Drive, Shell Knob, MO 65747

Malaga 529 depto 203, Las Condes, Santiago, Chile

328 Quapaw Avenue, Hot Springs, AR 71903

1402 N lnglewood Stree! S¡loam Springs, AR 72761

201 S. Giles Avenue, Gentry, AR 72734

2121 I ST NW, Suite 601, Weshington, DC 20052

2233 W¡sconsin Avenuê, NW Su¡te 440, Washington, DC 20057-1253

270 Peachtree Street NW, Atlanta, GA 30303

211 Per¡meter Center Parkwey, Suite 1000, Atlanta, GA 30346

2650 Thousand Oaks Blvd., Suite 2370, Memph¡s, TN 38118

P.O. Box 12U, Bentonville, AR727t215366 US H¡Bhway 160, Forsyth, MO 65653

P.O. Box 1614, Thatcher, AZ 85552

1L9 East Cornado Road, Phoen¡x, AZ 85004

2080 East Joyce Boulevard, Fayetteville, AR 7270339LL Turnagain Blvd. East, Anchorage, AK 99577-24643801 E. Florida Ave, Ste.720, Denver, CO 80210

2432 East 51st Street, Tulsâ, OK74IO5-60026100 N Robinson, Oklahoma City, OK 73118

735 MARINE STAPT 2, Sente Monicâ, CA 90405

1499 Julìan Street, Denver, CO 80204

2600 Raleigh Street, Fort Smith , AR 729736033 West Century Blvd., Ste. 350, Los Angeles, CA 90045

3501 East 107th Place, Tulsa, OK741373651 TOTEM, lndianapolis, lN 46208

120L N. Harvey Ave, Oklahoma City, OK 73103

1 Elm Street, Byfield, MA 01922

55 Clemont Street, Denver, CO 80220

P O Box 1934, Flagstaff, AZ860022601 N. Fort Valley Roed, Flegsteff, AZ 86001

P.O. Box 23376, Flagstaff, AZ 86002

745 Highway 89 East, Kanab, Uï 8474I851 SW 6th Avenue, Suite 350, Portland, OR97204

PC

PC

PC

PC

PC

PC

PC

PC

PC

PC

PC

PC

PC

PC




C¡vic GrantmakingCivic GrantmakingK-12 Eiucation Program

Civic crantmak¡ngCommun¡ty Based G¡ving

Organizat¡onal Effectiveness

C¡v¡c Grantmaking


Civic GrantmakingCivic GrantmakingEnvironment Program

Charter School StartupCivic GrantmakingCommun¡ty Based Giving

lnternational Education,




K-12 Eiucation Program

K-12 Education Progrem


K-12 Ecucation Program

K-12 ECucation Program

Civic Grantmaking


Environment Program

Civic Grantmaking

Civ¡c Grantmek¡ng

Civ¡c GrantmakingCivic GrantmakingC¡v¡c GrantmakingCivic GrantmakingCharter School 5târtupCiv¡c Grantmak¡ng


Civic Grantmak¡ng


Charter School StartupCommun¡ty Based Giving

Civic Grãntmek¡ng

C¡v¡c GrantmakingCivic Grantmak¡ng

Civic GrantmakingOrganizational Effectiveness

Environment Program


Purpose of Grant Amount pa¡d

ng 30,000

5,0003,2s05,0005,000

24,245891,627

1,0002,500

10,0001,000

25,000

2,500

2,500668,1012s0,000

10,0003,000

388,4771,0004,000s,000

t29,789t,667,994

382,000688,75836,6s0

1,000

2,500564,156

25,000

1-8,000

s,0002,000

5,00010,000

250,0005,0005,000s,0002,500

250,00010,000

35,00020,000

10,000

50,000164,819

465,18152,000

GOV

PC

PC

NC

PC

PC

GOV

PC

PC

PC

PC

PC

PC

PC

PC

PC

PC

PC

PC

PC

PC

PC

PC

PC

PC

PC

PC

PC

PC

PC

PC

PC

PC

PC

PC


1.3-3441466

Attachment 22

t2ot 27Detail for Part XV line 3a - Grants and Contr¡but¡ons Pa¡d the Calendar Year

toundationstatus ofRêcipientRec¡pient name

Grantmakers for Effective Organ¡zationsGrayson County ShelterGreat Lakes Education FoundationGreat Oakland Public Schools Leadership CenterGreat Work Education Holdings, lnc.Great Work Montessori Learning Commun¡tyGreat Work, lnc.Greater Houston Commun¡ty FoundationGreater New Orleans Development FoundationGreater OKC Youth Sports Associat¡onGreatSchools

Green Country Free ClinicGreenland Public SchoolsGreenway Foundat¡on, lnc.Greenwood Cultural Center, lnc.Grid AlternativesGr¡ot Arts, lnc

Grove Community Playmakers, lnc.Grove Public SchoolsGrow¡ng Home, lnc.Growing PowerGSV Event Mãdia, LLC

GSV Summit, LLC

Gulf of Maine Research lnstituteGulf Restoration NetworkHaas Hall AcademyHabitat for Human¡ty Greater San Francisco, lnc.Habitat for Human¡ty of Benton County, lnc.

Hamilton House-Child and Family Safety Center, lnc.Happy Hill Farm Children's Home, lnc.Harbor House lnc of Fort SmithHarlem School of the Arts, lnc.Harr¡son Affordable Housing lnitiativesHarrison Chamber Foundat¡on, lnc.Healthy Child Healthy World, lnc.Healthy NevadaHearts Afire FoundationHearts and Homes of Arkansas, lnc.Hearts for Hearing FoundationHeritage FoundationHerr¡ng Gut Learning CenterHerron High SchoolHigh Asp¡rations lncorporatedHigh Country Conservat¡on AdvocatesH¡gh Country NewsH¡gh Tech High Graduate School of EducationHis Plans, lnc.Hispanic Council for Reform and Educat¡onal Opt¡onsHispanic Scholarship FundH¡stor¡c Preservation Alliance of Arkansas, lnc.

address1725 Desales Street NW, Suite 404, Washington, DC 20036331 West Morton Street, Denison, TX 75020PO Box 27503, Lansing, Ml 48909

54 Washington Street, Oakland, CA 94606P.O. Box 14093L, Edgewater, CO802t4PO Box 40931, Edgewater, CO 80214

5703 W 25th Ave, Edgewater, CO 802L45120 Woodway Drive, Su¡te 6000, Houston, TX 770561100 Poydras Street, Su¡te 3475, New Orleans, LA 7016313929 Qua¡l Pointe Dr¡ve, Oklahoma C¡ty, OK 73134

1999 Harrison Streel Suite 1100, Oaklend, CA946L2500 S.E. Frank Ph¡ll¡ps Boulevard, Bartlesv¡lle, OK 74003

P. O. Box57, Greenland, AR727371855 S. Pearl Strèet, Suite 40, Denver, CO 80210-3159

322 North Greenwood Avenue, Tulsa, OK7472O

1171 Ocean Avenue, Suite 200, Oakland, CA 94608

278 Sunflower Ave, Clarksdale, MS 38614

P.O. Box 450236, Grove, OK 74345

300 Ford Road, Grove, OK743442732 N. Clark, Ste. 310, Ch¡cago, lL 60614

5500 W. Silver Spr¡ng Dr¡ve, M¡lwaukee, Wl 53218

875 N Michigan Ave, Suite 3520, Chicago, lL 60611

875 N M¡chigan Avenue, Suite 3520, Chicago, lL 60611

350 Commercial Street, Portland, ME 04101

330 Carondelet Street 3rd Floor, New Orleans, LA 70130

3155 North College Ave, Suite 108, Fayetteville, AR 72703

500 Wash¡ngton Street Ste. 250, San Franclsco, CA 94111

L212 N. Walton Blvd., Bentonville, AR727t22713 S. 741h Street, Su¡te 103, Fort Smith, AR 72903

3846 N. Hwy. 144, Granbury, TX 76048

3900 Armour Street, Fort Smith, AR 72904

645 Sa¡nt Nicholas Avenue, New York, NY 10030

P.O. Box 1715, Harr¡son, AR 72601

621 E. Rush Avenue, Herrison, AR 72601

8383 Wilshire Blvd. Suite 800, Beverly Hills, CA 90211212 W Walnut Street, Suite B, Nevada, MO 64772

3037 Wh¡tegãte Drive, Merced, CA9534O-2773

11224 Executive Center Drive, L¡ttle Rock, AR722IL3525 NW 56th Street, Su¡te A-150, Oklahoma City, OK 73112

214 Massachusetts Ave., NE, Washington, DC 20002

59 Factory Road, Port Clyde, ME 04855

110 E. 16th Street, lndianapolis, lN 46202

6320 Brookside Plaza, Ste. 263, Kensas City, MO 64113

P.O. Box 1066, Crested Butte, CO81274P. O. Box 1090, Paonia, CO 81428

2150.Cushing Road, San Diego, CA92t06901 Mahoney Road, Cabot, AR 720234095 State Road 7, Ste L#151, Wellin8ton,FL334491411 W. 190th Street, Suite 700, Gardena, CA 90248P.O. Box 305, Little Rock, AR72203

Re

Civic GrantmCommunity Based GivingK-12 Education Program



Organ¡zat¡onal Effectiveness



Environment Program





Civ¡c Grantmak¡ng


Civic GrantmakingLocal and C¡v¡c GrantmakingCommunity Besed G¡v¡ng



Orgãnizational Effectiveness




Environment Program

Local and Civic GrantmakingC¡v¡c Grantmak¡ng


Civic Grantmak¡ng

Community Bâsed Giving

Civic Grantmak¡ng



Civ¡c Grãntmak¡ng


C¡vic Grantmak¡ng

Commun¡ty Based G¡vlng


Civ¡c GrantmakingCivic Grantmaking


Environment Program

Civic GrantmakingK-12 Educat¡on Program



Local and Civ¡c GrantmakingCivic Grantmaking

of Grent Amount Paid

25,0002,000

176,150400,000

1,227,142118,00072s,O00

98,750322,OOO

s,0002,500,000

5,0002,s00

25,000

2,50050,00027,500

s,000

2,000s0,000

287,598150,000

100,00010,00075,000

492,85510,000

10,000

3,00020,000

5,00010,000

2,5001,0001,0007,0002,000

2,500s,000

5,00010,000

250,000

5,00094,840s,000

779,8802,000

50,000152,500

2,000

PC

PC

PC

PC

POF

NC

PC

PC

PC

PC

PC

GOV

GOV

PC

PC

PC

PC

PC

GOV

PC

PC

NC

NC

PC

PC

PC

PC

PC

oa

PC

PC

PC

PC

PC

PC

PC

PC

PC

PC

PC

PC

PC

PC

PC

PC

PC

PC

PC

PC

PC


Detail for Part XV, Line 3a - Grants and Contr¡butions pa¡d During the Calendar Year

t3-34/.1466Attachment 22

t3 ol 27

Foundation

status ofRecipientname

Home Hospice of Grayson CountyHoover lnstitution, Stanford UniversityHope FoundatìonHope Women's Shelter, lnc.Hopi FoundationHorses for Healing, lnc.Hospital Development Foundat¡on, lnc.Hospitality House of Tulsa, lnc.Hot Springs Area Cultural AllianceHot Spr¡ngs Commun¡ty BandHot Spr¡ngs Documentary Film lnst¡tuteHot Spr¡ngs V¡llage Community Foundat¡on, lnc.

Hot Spr¡ngs Village Players, lnc.Hot Spr¡ngs V¡llage Transportat¡on GroupHumane Society of Grove and Grand Lake, lnc.Huntsville School DistrictI Choose Hope, lnc.ICF - lnternational Community Foundat¡on

IFF

lllinois Network of Charter Schoolslllino¡s R¡ver Watershed Partnershiplllinois Stewardship Alliancelndependence lnst¡tutelnnovate Public schoolslnnovation Network, lnc.lnsp¡rat¡on Point Fine Arts Colonylnst¡tute for Humane Studieslnstitute for lnnovat¡on in Public School Choice, lnc.lnstitute For Justicelnst¡tute for Quality Educat¡on, lnc.lnterarts, lnc. aka Hot Springs Music Festivallntercultural Center for the Study of Deserts and Oceanslnternational Conservation Caucus Foundationlnternat¡onal Mountain Bicycling Associationlnternational Seafood Susta¡nab¡l¡ty Foundation, lnc.lnvest ¡n K¡ds

lowa Environmental Councillowa State University of Science and TechnologyISEAL Alliancelzaak Walton League of AmericaJames and Dorothy Doss Her¡tage and Culture Center of Parker CountyJames Madison lnstitute for Public Policy Studies, lnc.Jasper R-5 SchoolsJasper School DistrictJay Public Schools Educational Foundation, lnc.Jefferson RISE Charter School

Jessieville School District Foundat¡on, lnc.Jesus Was Homeless, lnc.John Brown Un¡versityJohnson C. Smith Theological Seminary

Recipient address505 W. Center Street, TX 7s091-2306

434 Galvez Mall, Stanford, CA 94305-6010

P.O. Boxt642, Springfield, MO 65801

P.O. Box 1650, M¡neral Wells, TX 76068

P.O. Box 1500, Keams Cânyon, AZ 86034

L4673 Daniels Road, Bentonville , AR72772624 Hospital Drive, Mountâin Home, AR 72654

1135 South Victor Avenue, Tulsa, OK 74104

P.O. 8ox 21358, Hot Springs National Park, AR 71903

P.O. Box 8667, Hot Springs, AR 71910-8667

659 Ouachita Avenue, Hot Springs, AR 71901

P. O. Box 8024, Hot Springs Village, AR 71910-8024

P.O. Box 8404, Hot Springs Villege, AR 71910

198 Carmona Rd, Hot Springs, AR 71910

64301 E 290 Rd, Grcve, OK 74344-79t2

156 School Drive, Huntsvìlle, AR727404126 N. Valerie Drive, Fêyettev¡lle , AR 727032505 N Avenue, National City, CA 91950

333 South Wabãsh Ave., Suite 2800, Chicago, lL 60604

150 N Mich¡gan Ave, Su¡te 430, Chlcago, lL 60601

PO Box 205, Cave Springs, AR 72718

230 Broadwây St., Suite 200, Springfield, lL 62701

727 East 16th Ave, Denver, CO 80203

1400 Parkmoor Avenue, Suite 240, San Jose, CA 95126

1625 K Street NW, Suite 1050, Washington, DC 20006

P.O. Box 127, Eureke Springs, AR 72632

3301 N. Fairfax Drive, Suite 440, Arlington, VA 2220I-4432282 21st Street 48, Brooklyn, NY 11215

901 North Glebe Road Su¡te 900, Arlington,YA222031"01 W. Oh¡o Street, Suite 700, lnd¡anapolis, IN 46204

468 Propsect Avenue, Hot Springs, AR 71901

P.O. Box 44208, Tucson, AZ 85733

1200 Potomac St. NW, weshington , DC2OOOT

4888 Pearl East Circle Suite 200E, Boulder, CO 80301-2491

601 New Jersey Ave NW Suite 220, Washington, DC 20001

1775 Sherman St., Ste.2075, Denver, CO 80203

521 E. Locust 5t., Su¡te 220, Des Moines, lA 50309

1138 Pearson Hall, Ames, lA500tt-2207The Wenlock Centre 50-52 Wherf Roed, London, UK N1 7EU

707 Conservetion Lane, Gaithersburg, MD 20878

P. O. Box 215, Weatherford, TX 76086

100 North Duval Street, Tallahassee, FL 32301

201 West Mercer Street, Jâsper, MO 64755

P. O. Box 446, Jasper, AR 72641

PO Box 630, Jay,OK74346

PO Box 1550, Marrero, LA 70073

P.O. Box 4, Jessieville, AR 71949

2005 West Hwy 76 Suite 106, Branson, MO 65616

2000 West Univers¡ty Street, S¡loam Springs, AR 72761

1024 Ponce deLeon Ave. NE, Atlanta, GA 30306

of Grant Amount PaidPC

PC

PC

PC

PC

PC

PC

PC

PC

PC

PC

PC

PC

PC

PC

GOV

PC

PC

PC

PC

PC

PC

PC

PC

PC

PC

PC

PC

PC

PC

PC

PC

PC

PC

PC

PC

PC

PC

NC

PC

PC

PC

GOV

GOV

PC

GOV

PC

PC

PC

PC




Civic GrantmakingCivic GrantmakingCiv¡c GrantmakingCommunity Bâsed Giving





Commun¡ty Based Gîv¡ng









Local and Civic Grantmek¡ng

Environment Program



C¡vic GrântmakingCivic Grantmeking

C¡vic GrentmakingK-12 Educat¡on Program





Environment Program


Environment Program

Civ¡c GrantmakingEnvironment Program

Environment Program


Environment Program

C¡vic Grantmak¡ng




Commun¡ty Based Glving

Charter School StartupCommunity Based Giving


C¡vic GrantmakingCiv¡c Grentmek¡ng

2,000s90,000

2,s0021,000

2,50035,000

6,00010,000

5,0001,000s,0003,000

3,0003,0003,000

r-0,0001,000

177,200229,84r866,810200,000145,000

175,000

375,00050,000

5,00040,00030,000

500,000450,000

2,s00100,000250,000752,674350,000

99,98812s,000

60,000

627,98672,77210,000

125,000

2,s0013,5004,500

250,0003,0002,500

47,5005,000


Detail for Part XV, Line 3a - Grants and Contr¡but¡ons Paid During the Calendar Year

13-3441466

Attachment 22

t4 ot27

Foundation


Jones Center for Famil¡es, lnc.

Joplin Business and lndustrial Development CorporationJoplln Regional Medical School AllianceJunior Achievement of Oklahoma, lnc.Just¡ce Alma Wilson Seeworth Academy Charter School FoundationKeystone CenterKids of Our Heroes Adventure CampKimbell Art FoundationKIPP Colorado SchoolsKIPP Delta Public Schools

KIPP FoundationKIPP REACH Academy Charter SchoolKitchen, lnc.

K-L¡fe M¡nistries dba Conway K-LifeKnowledge Academy HighKornerstone Program of Shell Knob Missour¡Lake Charles College PrepLake Pontchartrain Bas¡n Foundat¡onLakota FundLand Stewardship ProjectLast M¡le Ministries, lnc.Laurel Oaks Charter SchoolLead Hill School FoundationLeadership for Educational Equity FoundationLeadership Oklahoma, lnc.Leading Educators, lnc.

League of Conservat¡on Voters Education FundLee's Summit Educational Foundat¡on, lnc.Leland Stanford Junior UniversityLewis and Clark Community CollegeLife Styles Foundation, lnc.Lifeline of Northwest ArkansasLighthouse Academies ofTulsa, lncLincoln High SchoolLincoln Middle SchoolLiteracy Action of Central Arkansas, lnc.Literacy Council of Benton County, lnc.Literacy Counc¡l of Leflore CountyLittle Flock Police DepartmentL¡ttle Rock Chamber FoundationLittle Rock Technology Park

Living Coast D¡scovery CenterLocal lnit¡atives Support CorporatlonLonoke County Council on Aging, lnc.Lost and FoundLouis¡ana Assoc¡at¡on of Public Charter SchoolsLouisiana Delta Adventures, lnc.Lower Miss¡ss¡ppi River Foundation, lnc.Lucile Packard Foundation for Children's HealthLulac lnst¡tute, lnc.

address922 E. Emma Avenue, Springdale, AR

320 East 4th Street, Jopl¡n, MO 64801

3947 S. 103rd East Avenue, Tulsa, OK 74146

P.O. Box 52, Rogers, AR 72757-005212600 N. Kelley Avenue, Oklahoma City, OK 73131

1628 sts John Road, Keystone, CO 80435

9447FalÍt Road 1195, Aurore, MO 65605

3333 Camp Bowie Bouleverd, Fort Worth, TX 76107-27921390 Lawrence Street,2nd Floor, Denver, CO 80204

415 Oh¡o Street, Helena, AR 72342

135 Ma¡n Street, Suite 1700, SF San Francisco, CA 94105

PO Box 775, Oklahoma City, OK 73101

1630 N. Jefferson, Springfield, MO 55803

1800 Hillman Street, Conwãy, AR 72034

5320 Hickory Hollow Parkway, Antioch, TN 37013PO Box 396, Shell Knob, MO65747800 Corporate Drive, Suite L24, Fort Lauderdale, FL 33334

P.O. Box 6965, Metairie, LA 70009

P. O. Box 340, Kyle, SD 57752

821 E 35th Street, Suite 200, Minneapolis, MN 55407

P. O. Box 122, Prair¡e Grove, AR 72753

999 N. 9th Street Suite 111, Baton Rouge, LA 70802

P. O. Box 20, Lead H¡ll, AR726441805 7th 5t. NW,8th Floor, Washington, DC 20001

5500 North Western, Suite 142, Oklahoma City, OK 73118

1824 Oretha Castle Haley Blvd, New Orleâns, LA 70113

1920 L Street NW Suite 800, Washington, DC 20036

301 NE Tudor Road, Lee's Summit, MO 64086

326 Galvez Street, Stanford, CA 94305-6105

5800 Godfrey Road, Godfrey, lL 62035

P.O. Box 1114, Fayetteville, AR72702509 NW 9th Street, Bentonville, AR727t2105 East 63rd Street North, Tulsâ, OK 74126

1392 E. Pr¡demore, Ltncoln, AR72744201 E. School Street, Lincoln, AR 72744

100 S. Rock Street, Little Rock, AR 72201

205 NW A Street, Bentonville, AR 72712

206 S. McKenna Ave., Poteâu, OK 74953

1500 Litt¡e Flock Drive, L¡ttle Flock, AR72756

One Chamber Plaze, Little Rock, AR 72201-1618

P. O, Box 3836, L¡ttle Roclç AR 72203

1000 Gunpowder Point Drive, Chula V¡sta, CA 91910

501 7th Avenue, Tth Floor, New York, NY 10018

1 Newberry CT, Lonoke, AR 72086

1555 S. Glenstone Ave., Springfield, MO 65804

1555 Poydras Street, Suite 750, New Orleans, LA7OI72P.O. Box368, Newellton, 1A71357291 Sunflower Avenue, Clarksdale, MS 38614

400 Hamilton Avenue, Suite 340, Palo Alto, CA 943011133 19th St NW, Ste 1000, Wâsh¡ngton, DC 20036

Relationshi Reci Purpose of Grant Amount paid

PC

PC

PC

PC

PC

PC

PC

POF

PC

PC

PC

PC

PC

PC

GOV

PC

GOV

PC

PC

PC

PC

NC

PC

PC

PC

PC

PC

PC

PC

GOV

PC

PC

PC

GOV

GOV

PC

PC

PC

GOV

PC

GOV

PC

PC

PC

PC

PC

PC

PC

PC

PC

Civ¡c Grantmak¡ng



Community Based GivingCommun¡ty Based Giving

Environm3nt Program









Charter School StartupEnvironment Program

Civic GrantmakingEnv¡ronment Program


Charter School StartupCommunity Based Giving




Environment Program



Civic GrantmakingCommun¡ty Based Giving

Charter School StartupCommun¡ty Bãsed Giving




Community Based Glving

Communitv Based G¡ving



C¡vic GrantmakingK-12 Education Program



K-12 Educat¡on Progrãm

Environment Program


C¡vic GrantmakingC¡vic Grar,tmaking

15,00025,00010,00010,00025,000

s,00050,000

26s,831713,885

6,972,667175,000

5,000s,000

250,0004,000

250,000297,850

5,000420,550

2,90030,000

2,0005,000,000

5,000847,923100,000

5,000800,000260,000

2,00010,000

320,0002,0003,1005,0005,000

5,0005,000

20,000

s,000

66,850

305,102

2,880

5,000

!,oL7,430118,000

200,000

10,000

25,000

Walton Fam¡ly Foundation

Attachment to Form 990-PFt3-34/.1466Attachment 22

tS ot27Detail for Part XV Line 3a - Grants and Contribut¡ons Pa¡d the Calendar Year

Foundation

status ofname

MachikMadison County Fair Association, lnc.Main Street Morrilton, lnc.Main Street Siloam Springs, lnc.Make-A-Wish Foundation of North TexasManhattan lnst¡tute for Policy Research, lnc.Manta Consultìng, lnc.Marble Charter SchoolMarine Conservation Biology lnstituteMarine Corps Scholarship Foundation, lnc.Marine Stewardship CouncilMaritime Museum Associat¡on of San DiegoMarquette Univers¡tyMary Abbott Children's House, lnc.Mary Martha Outreach, lnc.Massachusetts Charter Public School Association, lnc.Massachusetts lnstitute of TechnologyMassachusetts Museum of Contemporary Art Foundation lncMayo Clinic Ar¡zonaMcAlester Chamber Foundation, lnc.McCune Brooks Health Care Foundat¡on, lnc.MDRCMemphis Delta Preparatory Charter School

Memphis School of Excellence ElementaryMena Regional Support Foundation, lnc.Menlo SchoolMental Health Associat¡on in Tulsa, lnc.Mercy Health Foundation JoplinMercy Health Foundation Northwest ArkansasMeridian lnst¡tuteMessmer Catholic Schools ScholarshipsMetro lAF, lnc.Metro Lutheran MinistryMetropol¡tan Museum of ArtMiami Public Schools Enrichment FoundationMichigan Association of Public School Academ¡esMid Peninsula Regional Open Space DistrictMidwest Foster Care and Adoption AssociationMidwestern Governors AssociationMilwaukee Charter School Advocates, lnc.Milwaukee Collegiate AcademyM¡ngo Valley Christían School, lnc.M¡n¡stry CenterMinneapolis FoundationMinnesota Agricultural Water Resources Coal¡tionMinnesota Zoo FoundationMiss Tinas Preschool lnc.M¡ssion Cl¡n¡cal ServicesMississippi tirst, lnc.Miss¡ss¡pp¡ Fish and Wildlife Foundation

Recip¡ent address1609 nect¡cut Avenue NW Suite 400, Washington,P.O. Box 402, Huntsville, AR72740-O4Oz

PO Box 89, Morrilton, AR 72110

103 E. Alp¡ne Street, Apt. 2, Siloam Springs, AR 727616655 Deseo, lrv¡ng, TX 75039

52 VanderbiltAvenue, New York, NY 10017

316 Mid Valley Center, Suite 190, Carmel, CA 93923

418 W. Main Street, Marble, CO 81623

122 C Street NW, Suite 240, Washington, D.C 20001

909 N. Washington Street, Suite 400, Alexandr¡â, VA 22314

1 Snow H¡ll, London, UK EC1A2DH

1492 North Herbor Drive, San Diego, CA 92101

PO Box 1881, Milwaukee, Wl 53201

231 E. Symmes Street, Norman, OK 73070-6316

1845 SE 4th, Bartlesville, OK 74003

43 Broad Street, Suite C401, Hudson, MA 01749

77 Massachusetts Avenue, 4-240, Cambrìdge, MA 02139

1040 Mass Moca Way, North Adams, MAOL24713400 E. Shea Boulevard, Scottsdale, AZ 85259

119 E. Choctaw, McAlester, OK 74501

627 W. Centennial Avenue, Carthage, MO 64836

16 E 34th Street L9th floor, New York, NY 10016

276 N. McNeil Street, Memphis, TN 38112

4450 S Mendenhall Rd St 1, Memphis, TN 38141

P. O. Box 1526, Mena, AR 71953

50 Valpara¡so Avenue, Atherton, CA940271870 S. Boulder Ave., Tulsa, OK 74119

2727 McClelland Blvd., Joplin, MO 64804

2710 S. Rife Med¡cal Lane, Rogers, AR 72758

P,O. Box 1829 105 Village Place, Dillon, CO 80435

742 W. Cap¡tol Dr¡ve, Milwaukee, Wl 53206

85-18 61st Road, Rego Park, NY 11374

3031 Holmes Street, Kenses City, MO 64109

1000 5th Ave, New York, NY 10028

P.O. Box 1060, M¡ami, OK 74355

105 W Allegan, Suite 300, Lans¡ng, Ml 48933

330 Distel Circle, Los Altos, CA94O22-f404f774 t/2 S Grant Ave, Springfield, MO 65807

2025 M Street, NW, Suite 800, Washington, DC 20036

700 W. Virginia St., #602, Milwaukee, Wl 53204

1618 W. Wells Street, Milwaukee, Wl 53233

8720 E. 61st Street, Tulsa, OK 74133

701 Polk Street, Conway, AR 72032

80 S. 8th Street M¡nneepolis, MN 55402

3080 Eagandale Plece, Eegan, MN 55121

13000 Zoo Blvd, Apple Valley, MN 55124

508 S. Coker St., Greenwood, AR 72936

300 Werner Street, Hot Spr¡ngs, AR 71913

125 5. Congress Street, Suite 1510, Jackson, MS 39201P.O. Box 10, Stonev¡lle, MS 38776

Purpose ofGrent Amount paid

PC

PC

PC

PC

PC

PC

NC

PC

PC

PC

PC

PC

PC

PC

PC

PC

PC

PC

PC

PC

PC

PC

PC




Civ¡c Grantmak¡ng


Environment Program








C¡v¡c GrantmakingEndowment Giving




Charter School StartupCharter School StartupCommunity Based G¡ving

C¡vic Grantmak¡ng

Civic GrantmakingCivic GrantmakingCivic GrantmakingEnvironment Progrâm

C¡v¡c GrantmâkingK-12 Education Program

Civic GrantmakingCiv¡c Grantmak¡ng



Civ¡c GrantmakingCommun¡ty Based Giving

Civic Grentmak¡ng


Orgãn¡zat¡onal Effect¡veness




Environment Program

Envìronment Progrâm

Env¡ronmênt Program




39,000

7,500

3,260

10,000

10,000

298,4541s0,000

^ 7.)1

1,000

25,000

2,185,000

1,500

461,000

5,000

s,000

850,000

273,955

30,000

100,000

71,250

2,500

424,I40

2s0,000

2s0,000

5,000

10,000

10,000

3,500

20,000

705,000

10,000

270,000

5,000

50,000

5,000

373,837

5,000

2,500

15,000

!t9,o75200,000

3,000

2,500

1,250,000

200,I3762,0264,000

3,000

250,000

200,000

GOV

PC

PC

PC

PC

PC

PC

PC

PC

PC

PC

PC

PC

GOV

PC

PC

PC

PC

PC

PC

PC

PC

PC

PC

PC

PC

PC


Detail for Part XV Line 3a - Grants and Contributions Paid During the Calendar Year

ß-3441466Attachment 22

t6 oi 27

Foundat¡onstatus Õf

Recip¡entneme

Mississippi River Corridor-Tennessee, lnc.Mississippi State UniversityMississippi's Lower Delta Partnersh¡pMissouri Southern Foundat¡onM¡ssour¡ State University FoundationMobile Baykeeper lncMobile Loaves & Fishes, lnc.

Monarch School ProjectMonterey Bay Aquarium FoundationMontessori NorthwestMonument Acâdemy Public Charter SchoolMountain Home Bomber Boosters Foundat¡on, lnc.Mountain Rescue Aspen, lnc.Mov¡ng Everest Charter SchoolMuseum of Contemporary Art-DenverMuseum of DiscoveryMuseum of Modern ArtMuseum of Northern Arizona lnc.My Neighbor ln NeedNALEO Educational FundNat¡onal Alliance for Public Charter SchoolsNational Association of Charter School AuthorizersNational Associat¡on of Conservatlon Districts, lnc.National Audubon Society, lnc.National Audubon Society, lnc. fbo Wildcat Glades Conservat¡on andNat¡onal Black Child Development lnst¡tute, lnc.National Center for Special Education in Charter Schools, lnc.National Christian FoundationNational Congress of American lndians FundNational Corn Growers Association FoundationNational Council of La Raza - NCLR

National Cowgirl Museum and Hall of Fame, lnc.National Cutting Horse Assoc¡ation Char¡ties FoundationNat¡onal Endowment for the ArtsNational Fish and Wildlife FoundationNat¡onal Foundat¡on for Women Legislators, lnc.National Gallery of ArtNat¡onal Geographic SocietyNat¡onal Museum of Women in the Arts, lnc.

National Newspaper Publ¡shers Associat¡on FundNational Parks Conservation Assoc¡ationNationâl Public Education Support FundNational Public Radio, lnc.National Tax Lim¡tat¡on FoundationNational Urban League, lnc.National Wildlife FederationNational Young Farmers CoalitionNatural Resources Defense Counc¡1, lnc.Nature Conservancy - ArizonaNature Conservancy ofTexas, lnc.

address291 Kenilworth Place, TN 38112

410 Bost Extension Buildlng, Mississippi Stete, MS 39762-9656P.O. Box 214, Rolling Fork, MS 39159

3950 E. Newman Road, Joplin, MO 64801-1595

901 S. National Ave., Springfield, MO 65804

450-C Government St., Mob¡le, AL 36602

903 S. Capital ofTexas Hwy, Aust¡n, TX 78746

1625 Newton Avenue, San D¡ego, CA 92113

886 Cannery Row, Monterev, CA 93940

622 SE Grand Ave, Portland, OR972f4500 19th Street NE, Washington, DC 20002

5 East Sixth Street, Mountãin Home, AR 72653

37925 Hwy a2, Aspen, CO 81511

416 N. Larãmie, Chicago, lL 60644

1485 Delgany Street, Denver, CO 80202

500 Pres¡dent Clinton Avenue, Suite 150, L¡ttle Rock, AR 72201

11 West 53 Street, New York, NY 10019

3101 N. Fort Valley Roed, Flagstâff, AZ 86001-8348

525 Central Ave, Great Falls, MT 59401

1122 W Wash¡ngton Blvd, 3rd Floor, Los Angeles, CA 90015

1101 Lsth Street NW, Su¡te 1010, Wãsh¡ngton, DC 20005

1101 15th Street NW, Suite 1010, Washington, DC 20005

509 Capitol Court NE, Washington, DC 20002

225 Varick Street, 7th Floor, New York, NY 10014

201 W. Riviera Dr¡ve, Suite A, Joplin, MO 64804

1313 L Street, NW, Wash¡ngton, DC 20005

275 Mad¡son Ave., 6th Floor, Suite 601, New York, NY 10016

L1525 Rainwater Drive, Su¡te 500, Alpharetta, GA 30009

1516 P Street NW, Wash¡ngton, D.C 20005

632 Cepi Drive, Chestèrfièld, MO 63005

tt26 t6th Street, NW, Su¡te 600, Washington, DC 20036

1720 Gendy Street, Fort Worth, TX 76107

260 Bailey Avenue, Fort Worth, TX 76L07-1862232 7th St NE, Washington, D.C 20002

1133 15th Street, NW Suite 1100, Washington, DC 20005

1727 K¡ng Street, Suite 300, Alexandria, VA 22314

2000 B South Club Drive, Landover, MD 20785

1145 17th Street NW, Wesh¡ngton, DC 20036

1250 New York Avenue, NW, Wâshington, DC 20005-3970

1816 12th Street NW, Wâshington, DC 20009

777 Sixth Street, NW, Suite 700, Wash¡ngton, DC 20001-3723

1825 K Street, NW, Su¡te 400, Wash¡ngton, DC 20006

1111 North Capitol 5t. NE, Wash¡ngton, DC 20002

1700 Eureka Rd, Ste 150-4, Roseville, CA 95661

120 Wall Street, New York, NY 10005

L1100 W¡ldl¡fe Center Drive, Reston, VA 201-90-5362

P.O. Box 1074, Hudson, NY 12534


7600 N. 15th Street Suite 100, Phoenix, AZ 85020-4330

2122 Kidwell Street, Ste. 100, Dallas, TX 75214

Purpose of Grant Amount pa¡d

PC

PC

PC

PC

PC

PC

PC

PC

PC

PC

Environment Program

Environment Program

Environment Program

Environment Program




C¡v¡c GrantmakingEnvironment Program


Chãrter School StartupCommun¡ty Based G¡ving

Civic GrantmakingCharter School StartupC¡vic Grantmak¡ng

Civ¡c Grantmak¡ng

C¡vic Grantmak¡ng

Civic Grantmak¡ng


Civ¡c Grantmak¡ng



Envlronment Program




Civic Grantmak¡ng

C¡vic GrantmakingEnvironment Progrãm

Civic GrantmekingC¡vic Grantmek¡ng


Environment Program

Civ¡c Grantmak¡ng

Endowment Giving



Environment Program




Environment Program





70,000

279,669

151,700

3,s00

5,000

115,000

2,000

5,000755,000

110,800250,000

5,00010,000

250,0008s,000

5,00050,00010,0005,000

100,0001,014,000

2,150,000

43,0002,970,939

3,00030,000

294,t3210,00015,000

356,000s0,00060,00040,00050,000

351,s7010,000

2,000,000

s0,00055,000

130,000

95,53622,222

1,096,788

1,000300,000

2,883,030178,000

50,00010,00050,000

GOV

PC

PC

GOV

PC

PC

PC

PC

PC

PC

PC

PC

PC

PC

PC

PC

PC

PC

PC

PC

PC

PC

PC

GOV

PC

PC

PC

PC

PC

PC

PC

PC

PC

PC

PC

PC

PC

PC

PC

PC


t3-344L466Attachment 22

17 of 27Detail for Part XV, Line 3a - Grants and Contributions Paid the Calendar Year

Foundation

status ofname

Nature Conservancy, lnc. - Arkansas

Nature Conservancy, lnc. - CaliforniaNatureserveNeighbors Bu¡lding Ne¡ghborhoods, lnc.Neighborspace

Neosho R-5 School DistrictNew Amer¡ca FoundationNew Fuels AllianceNew Haven Home, lnc.New Heights Christian SchoolNew Hope Camp, lnc.New Jersey Charter Public Schools AssociationNew Leaders

New Life Ranch, lnc.New Los Angeles Charter SchoolNew Med¡a Advocacy Project, lnc.

New Schools for New Orleans lnc.New Teacher Project, lnc.New Urban LearningNew Venture Fund

New York and Presbyterian Hosp¡talNew York Road Runners, lnc.New York UniversityNewark Charter School Fund, lnc.

Newark Museum Associat¡on

Newschools Venture Fund NSVF

Newsong Assembly, lnc.

Noel Betterment AssociationNonprofit Knowledge Works, lnc.

Noroeste SustentableNorth American Council for Online Learning

North Arkansas College Foundation, lnc.North Carolina State UniversityNorth Garland County Youth CenterNortheast Charter Schools Network, lnc.

Northeast Midwest lnst¡tuteNortheastern Oklahoma A&M College Development Foundation, lnc.

Northern California Publ¡c Broadcasting, lnc. KQED, lnc.Northland Center for Advanced Professional Studies

Northwest Arkansas Community College Foundation, lnc.Northwest Arkansas Community Creative CenterNorthwest Arkansas Council Foundat¡onNorthwest Arkansas lndependent SchoolNorthwest Arkansas Land TrustNorthwest Arkansas Regional Plann¡ng Commiss¡onNorthwest Organization for An¡mal HelpNorthwestern U n¡vers¡ty SettlementNowata Opry Theater CorporationNueva SchoolOakland Community Organ¡zations, lnc.

Rec¡ address601 N. University Avenue, AR 72205

201 Miss¡on Street, 4th Floor, San Francisco, CA 941054600 N. Fairfax Dr., 7th Floor, Arl¡ngton, VA 22203

207 N 3rd Street, Muskogee , OK744O|445 N Sacramento Blvd, Suite 204, Chicago, lL 60612

511 Neosho Blvd, Neosho, MO 64850

1899 L St NW, Suite 400, Washington, DC 20036

17 Morley Street, Roxbury, MA 02119

P.O. Box D, M¡nerâl Wells, TX 76068

11-791 Harmony Ln, Bentonville, AR 72712

10901 5. Yele Ave, Tulsa, OK 74137

1 AAA Dr¡ve, Suite 201, Hamilton, NJ 08691


160 New Life Ranch Drive, Colcord, OK743!8-97791919 S. Burnside Ave., Los Angeles, CA 90016

175 Var¡ck Street, New York, NY 10014

1555 Poydras Street, Su¡te 781, New Orleans, lA70Lt2186 Joralemon Street, Su¡te 300, Brooklyn, NY 11201

14669 Curtis St, Detroit, Ml 48235

1201 Connecticut Ave. NW, Su¡te 300, Washington, DC 20036

525 E. 68th St, New York, NY 10065

156 W 56th Street, 3rd Floor, New York, NY 10019

285 Mercer Street, 3rd Floor, New York, NY 10003

60 Park Place, 17th Floor, Newark, Nl 07102

49 Washington Street, Newark, Nl 07102

1970 Broadway, Suite 350, Oakland, CA

61980 E.353 Road, Grove, OK74344801 Grandv¡ew Street, Noel, MO 64854

1600 Constance Street, New Orleans, LA 70130

Transbordadores s/n e/ S¡naloa e lnalambrica Col. El Mangl¡to La Paz, Baja CA sur,

1934 Old Gallows Rd, Suite 350, Vienna,VA22t82151.5 Pioneer Dr¡ve, Harrison, AR 72601

608E Poe Hall, 2310 St¡nson Drive, Raleigh, NC 27595-7801

P. O. Box 8603, Hot Spr¡ngs Village, AR 71909

90 State Street, Suite 1030, Albany, NY 12207

50 F. Street NW, Suite 950, Wash¡ngton, DC 20001

200 I Street NE, Miami, OK 74354

2601 Mariposa Street, San Franc¡sco, CA94IT0-14262000 N E 46th Street, Kansas City, MO 64116

One College Dr¡ve, Bentonville, AR727!2

505 West 5pr¡ng Street , Fayettevìlle, AR7270f4100 Corporate Drive, Su¡te 205, Springdale, AR 72762

Box 1680, Bentonville, AR 72712

113 East Emma Street, Spr¡ngdale , AR 727651311 Clayton Street, Springdale , AR 72762

31300 Brandstrom Road, Stanwood, WA 98292

1400 Augusta Boulevard, Ch¡cago, lL 60622

116 N. Maple, Nowata, OK 74048

6565 Skyline Boulevard, Hillsborough, CA 94010

7200 Bancroft Avenue, #2 Eastmont Town Center, Oakland, CA 94605

Purpose of Grant Amount paid

PC

PC

PC

PC

PC

GOV

PC

PC

PC

PC

PC

PC

PC

D'

PC

PC

PC

PC

PC

PC

PC

PC

PC

POF

PC

PC

PC

D'

PC

NC

PC

PC

PC

PC

PC

PC

PC

PC

PC

PC

PC

PC

NC

PC

GOV

PC

PC

PC

PC

PC

Environment Program

Environment Program



C¡vic Grantmaking




C¡v¡c GrãntmakingK-12 Educât¡on Progrâm




C¡vic GrentmakingCharter School StartupK-12 Education Program




Envitonment Program

Organizat¡onal Effect¡veness



C¡vic Grantmak¡ng




Environment Program

Environment Program






Environment Program


C¡vic GrantmakingCommunity Based G¡v¡ng


Local and Civlc Grantmâk¡ng

Local and C¡v¡c Grantmaking

Local and Civ¡c GrantmakingLocal and Civic GrantmakingLocal and Civ¡c GrantmakingCiv¡c Grantmak¡ng





325,8295,000

28,750s,000

r23,96512,500

50,00050,000

210,0003s,000

2,50055,125

478,000

50,000250,000175,000400,000

903,12912s,000

3,s63,200250,000

10,000169,198

1,875,000

100,000

5,2t6,3283,5002,000

200,000600,000100,000

5,00049,O285,000

s00,000240,000

s,0001,000s,000

713,09358,835

1,785,300934,85012s,000166,616

5,00090,000

2,s0015,000

238,500



t8 ot 27Detail for Part XV, Line 3a - Grants and Contr¡butions Pa¡d the Calendar Year

Foundation

stâtus ofRecipientname

Oakland Un¡ty Middle SchoolOakridge Min¡stries lncOasis of Northwest ArkansasOcean Conservancy

Ocean FoundationOklahoma 4-H Foundat¡on, lnc.Oklahoma Centennial Botanical Garden, lnc.Oklahoma City All Sports Assoc¡ationOklahoma C¡ty Economic Development Foundat¡on, lnc.Oklahoma C¡ty Lighthouse Charter SchoolOklahoma C¡ty Public Schools Foundat¡on, lnc.Oklahoma Council of Public Affairs, lnc.Oklahoma Heritage Association, lnc.Oklahoma Production Center for the Developmentally D¡sabled, lnc.Oklahoma Project Woman, lnc.

Oklahoma Public School Resource Center, lnc.Oklahoma Womens Coal¡t¡on, lnc.Okmulgee County Multi-Cultural Her¡tage Assoc¡ationOlana PartnershipOlathe Medical Center Char¡table FoundationOld Fort Homeless Coalition, lnc.Old Ja¡l Art CenterOld State House Museum Associates

Omaha School DistrictOne True Light, lnc.

Operation Aware of Oklahoma lnc.Operation Breakthrough, lnc.Oral Roberts Univers¡tyOrange County Center for Living Peace FoundationOsage Prairie YMCA, lnc.Osmosis FilmsOuachita ATV ClubOur House, lnc.Outreach lnternat¡onalOxfam America lnc.

Ozark Arts Council, lnc.Ozark CenterOzark Greenways, lnc.Ozark Guidance Center FoundationOzark Montessori AcademyOzark Natural Sc¡ence Center, lnc.Ozark Off Road CyclistsOzarks Food Harvest, lnc.Ozarks Medical Center Foundat¡onPahara lnstitutePalo Pinto Challenge, lnc.Palo Pinto County H¡storical Association lnc.Parent Child Center of Tulsa, lnc.Parent Revolution, lnc.Parents Advocate League

Rec¡p¡ent address7200 Bancroft Ave, Suite 261, cA 94605

20007 Hwy 9, Anaderko, OK 73005

P. O.gox2722, Bentonville, AR 72712

1300 19th Street NW,8th Floor, Washington, DC 20036

1320 19th Street NW,Sth Floor, Washington, DC 20036

220 W. Divis¡on Street, Stilwell, OK74960P. O. Box 707, Tulsa, OK 74101

211 N. Robinson, Oklahoma C¡ty, OK 73102

123 ParkAvenue, Oklahoma C¡ty, OK 73102

1661 Worcester Road, Suite 207, Frâmingham, MA 017015225 North Shartel Avenue Suite 201, Oklahoma Cit¡ OK 73118-6035

1.401 N. Lincoln Boulevard, Oklahoma City, OK 73104

1400 Classen Drive, Oklahome City, OK 73106

P.O. Box774, Tahlequâh, OK 74465

P. O. Box 14026, Tulsã, OK 74159-1026

309 NW 13th Street, Oklahoma City, OK 73107

720 W. Wilshire, Suite 101-D, Oklahoma City, OK 73116

1117 E Th¡rd Street, Okmulgee, OK74447P. O. Box 199, Hudson, NY 12534

20333 West 151st Street, Olethe, KS 66061

2100 N. 3Lst St., Fort Smith, AR 72904

201 South Second, Albany, TX 76430

P.O.8ox7452, L¡ttle Rock, AR722t7

522 West College Road, Omeha, AR 72662

1414 Water Plant Roed, Duncan, OK 73533

5800 E. Skelly Drive, Su¡te 7O7, fulsa,OK747453039 Troost, Kansas City, MO 64109

7777 S. Lewis Avenue, Tulsa, OK74t7I4139 Campus Drive, lrvine, CA926I2500 W Highland Ave, Nevada, MO 64772

15 East 62nd Street, New York, NY 10065

P. O. Box681, Mena, AR 71953

302 East Roosevelt Rd, Little Rock, AR 72206

129 West Lex¡ngton, Second Floor, lndependence, MO 64051-0210

226 Causeway Street 5th Floor, Boston, MA 02114-2206

115 W. Rush, Harrison, AR 72601

P. O. Box 2526, Joplln, MO 64803

830 N. Booneville Ave, Springfield, MO 65807-4920

P.O. Box 6430, spr¡ngdale, AR 72766-!833P.O. Box 114, Springdale, AR 72764

1905 Madison 1305, Huntsv¡lle, AR 72740

P.O. Box 8981-0017, Fayetteville, AR 72703

2810 N. Cedarbrook Ave, Springf¡eld, MO 65803

#1"2 Parkway Center, West Plains, MO 65775

340 S. Lemon Ave #2927F, Walnut, CA 91789

PO Box 115, Strawn, TX 76475

P.O. Box 105, Palo Pinto, TX 76484

1421 South Boston Ave, Tulsa, OK 74119

31"5 West 9th Street, Su¡te 904, Los Angeles, CA 90015

23052-H Alicia Parkway #277, Mission Viejo, CA92697

of Grant Amount PaidGOV

PC

PC

PC

PC

PC

PC

PC

PC

PC

PC

PC

PC

PC

PC

PC

PC

PC

PC

PC

PC

PC

PC

GOV

PC

PC

PC

PC

POF

PC

NC

PC

PC

PC

PC

PC

PC

PC

PC

GOV

PC

PC

PC

PC

PC

PC

PC

PC

PC

PC

Charter StartupCommunity Based G¡ving


Env¡ronment Progrem

Environment Program





Charter School StartupCommunity Based G¡v¡ng

C¡v¡c GrântmakingCivic Grantmak¡ng



K-12 Educat¡on Progrâm


CommuniW Based Giving

Civic Grantmaking



C¡v¡c GrantmakingC¡v¡c GrantmakingCommun¡ty Based Giving





C¡vic Grantmak¡ng





Civic GrentmakingEnvironment Progrem

Communlty Based Giving





Civic GrantmakingLocal and Civic GrantmakingCommunity Based G¡ving



Civic GrantmakingCiv¡c GrantmakingCommunity Based Giving



3,00010,000

3,700,000

40,7476,400

10,00020,000

20,0002s0,000

10,000300,000

5,0005,000

2,0002,O42,93r

s,0003,200

50,000

s,00050,00010,000

s,0001,000s,000

10,000

5,0005,000

500,0003,000

1s0,0002,s005,000s,000

450,000s00

5,0002,500

10,00032,476s,000

70/M10,000

3,000832,20s

5,0001,0002,000

500,000

12,672


Attachment to Form 990-PFt3-3ßt466Attachment 22

L9 ol 27

Recip¡ent name Recipient addresg

Detail for Part XV Line 3a - Grants and Contributions Paid Du the Calendar Year

Parents and Friends of Children and Adults, lnc.

Parents for Educational Freedom in North Carolina lnc.PARK Foundation lnc.

Parker County Committee on Ag¡ng, lnc.

Partners Advancing Values ¡n EducationPartners Aga¡nst Trafficking HumansPartners for Western ConservationPartnership for Educational Justice, lnc.Partnership for Los Angeles SchoolsPaths to lndependencePathway to Freedom, lnc.

Pea Ridge School D¡strictPeace at Home Family ShelterPedal lt ForwardPed¡atr¡c Hemâtology Children's Ass¡stance Fund

Pencil Box, lnc.

Penfield Childrens CenterPeninsula Open Space TrustPennsylvania Coalition of Public Charter Schools

People Acting in Community Together, lnc.

People Against Cancer, lnc.

PeopleForBikes FoundationPerforming Arts Fort Worth, lnc.

Pervasive Parent¡ng Center, lnc.

Pew Char¡table Trusts

Phalen Leadership Academies

Ph¡ladelph¡a Schools ProjectPh¡lander Smith CollegePhilanthropy RoundtablePhilbrook Museum of ArtPhillips Brooks SchoolPhillips Commun¡ty School

Phoenix Art MuseumPhoenix Charter Academy Foundat¡on

Phoenix Symphony Association

Phoenix TheatrePierce City R-Vl School DistrictPioneer lnst¡tute, lnc.

P¡ttsburg County Hab¡tat for HumanityP¡ttsburg state university Foundation, lnc.

Plant Chicago, NFP

Plant W¡th PurposePlayForBurk Foundat¡on, lnc.Pleasant Street Neighborhood Assoc¡ation lnc

Policy lnnovators ¡n Educat¡on Network lncPos¡t¡ve Coaching AlliancePoteau Ma¡n Street Matters, lnc.Practical Farmers of lowaPrairie Grove Public Schools

Prairie Rivers Network

Relationship Purpose of Grant Amount pa¡d

4300 w. Markham street, L¡ttle Rock, AR 72205 pc commun¡ty Besed c¡v¡ng 5,õ00

Foundat¡on

status ofRec¡p¡ent

PC

PC

PC

PC

PC

PC

PC

PC

PC

PC

GOV

PC

NC

PC

PC

PC

PC

PC

PC

PC

PC

PC

PC

PC

GOV

PC

PC

PC

PC

PC

PC

PC

PC

PC

PC

GOV

PC

PC

PC

PC

PC

PC

PC

PC

PC

PC

PC

GOV

PC

700,000s,0005.000

100,000

2,s00165,863

7,287,750250,000

10,00010,00015,00015,00010,890

2,0002,000

250,000

1,000

726,233150,000

5,000100,000

180,000s,000

58,000250,000

7,666,667s,000

200,000

25,00010,000

250,0002,500

50,000100,00021s,000

4,000411,050

6,2505,000

49,50015,000

2,5005,000

430,000

1,0005,000

288,000

18,000

40,000

434 tayettev¡lle St., Suite 1620, Rale¡gh, NC 27601

6915 Geyer Spr¡ngs Road, Little Rock, AR 72209

1225 Holland Lake Drive, Weatherford, TX 76086

135 West Wells St., Su¡te 850, Milwaukee, Wl 53203

P. O. Box 21066, Litttle Rock, AR 72221

8833 Relston Roâd, Arvada; CO 80002

222Broadway 19th Floor, NewYork, NY 10038

1055 Wilshire Boulevard, Su¡te 1850, Los Angeles, CA 90017

4041 SE Sher¡dan Dr¡ve, Bartlesville, OK 74006

17200 Chenal Parkway, Ste.300-319, Little Rock, AR 72223

979 Weston Street, Pee Ridge, AR 72751

PO Box 10946, Fayettev¡lle, AR 72703

15504 See Street, Rogers, AR 72756

3506 E. lvyglen Circle, Mesa, AZ 85213

916 W. 23rd Street, Tulsa, OK74]O7833 North 26th Street, Milwaukee, Wl 53233

222 High Street, Palo Alto, CA 94301

630 Freedom Bus¡ness Center Drive Third Floor, King Prussia, PA 19406

1100 Shasta Avenue, Su¡te 210, San Jose, CA 95126

PO Box 10 604 East Street, Otho, lA 50569-0010

1966 13th Street, Suite 250, Boulder, CO 80302

330 E. 4th Street, Su¡te 300, Fort Worth, TX 76I02-40t9108loy Drive, Panama, OK 74951

901 E Street Nw, Washington, D.C 20004

3920 Baker Dr¡ve, lnd¡anapolis, lN 46208

150 S. lndependence Mall West, Suite 1200, Philadelphia, PA 19106

900 Daisy Bates Dr¡ve, L¡ttle Rock, AR 72202

1120 20th Street NW Suite 550 South, Wash¡ngton, DC 20036

2727 S. Rockford Road, Tulsa, OK 74152-0510

2245 Avy Avenue, Menlo Park, CA 94025

1"126 Sherburne Ave., St. Paul, MN 55104

1625 N. Central Avenue, Phoen¡x, AZ 85004-1685

60 Canal Street,4th Floor, Boston, MA 02114

One North 1st Street, Ste 200, Phoenix, AZ 85004

100 East McDowell, Phoenix, AZ 85004

300 Myrtle Street, Pierce C¡ty, MO 65723

185 Devonshire Street, Suite 1101, Boston, MA 02110

1558 S. Main, McAlester, OK 74501

401 E. Ford Street, Pittsburg, KS 66762

2445 N Albany Avenue, Ch¡cago, lL 60647

4747 Morcna Blvd., Su¡te 100, San Diego, CA 92117

5723 Woodland Road, Bartlesvìlle, OK 74006

127 Pleasant Street, Hot spr¡ngs, AR 71902

510 1st Avenue North, Su¡te 408, M¡nneapol¡s, MN 55403

1001 North Rengstorff Avenue, Suite 100, Mountain V¡ew, CA 94043

310 Dewey Ave, Poteau, OK 74953

600 F¡fth Street, Ste 100, Ames, lA 50010

500 Cole Drive, Pra¡rie Grove, AR 72753

1902 tox Drive, Suite G, Chempeign, lL 61820



Civ¡c Grantmak¡ng










C¡v¡c Grantmakingciv¡c Grantmek¡ng

Coinmunity Based G¡v¡ng

Charter School StartupC¡v¡c Grantmak¡ng



Civ¡c Grantmak¡ng



Environment Program

Charter School StartupK-12 Educat¡on Program

Communlty Based G¡ving



C¡vic GrantmakingCharter School StartupCivic Grentmaking


C¡v¡c GrantmakingCiv¡c GrantmakingCommunity Based Giv¡ng




Civ¡c GrantmakingCivic GrântmakingCommunity Based 6ivingcommun¡ty Based G¡ving





Environment Program


Detail for Part XV, Line 3a - Grants and Contributions Paid During the Calendar Year

t3-?4/-1466

Attachment 22

20 01 27

l-oundatron

stâtus ofRecipientRecipient name

Presbyterian Children's Homes and ServicesPresbyterian Night Shelter of Tarrant CountyPrescott CollegePresident and Fellows of Harvard CollegePro Deo Youth CenterProfessional Counseling Assoc¡ates, lnc.Project 360 Youth ServicesPro.iect C.U.R.E.

Project Gatehouse EndowmentProject Safe, lnc.

ProjectHandUpPronatura Noroeste AC

Public Affairs Research Council of LouisianaPublic Broadcasting of Colorado, lnc.PUC Nueva Esperanza Charter AcademyPutnam C¡ty Schools Foundat¡on

Quest Scholars ProgramR Street lnst¡tuteRAND CorporationRays House lncReason FoundationRecreational Aviâtion FoundationReform Alliance, lnc.

Regents of the Univers¡ty of California at San DiegoRegents of the Un¡vers¡ty of CaliforniaRegents of the Univers¡ty of M¡nnesotaRelay Graduate School of EducationRenãissance Arts Academy K-12RESOLVE lncResources for the Future, lnc.Resources Legacy FundRespons¡ve Education SolutionsResults in Education Foundat¡onRhode lsland Mayoral Academies

Rhode lsland Mayoral AcademyRise Kohyang High SchoolR¡ver NetworkR¡ver Parks FoundationRivèr Valley Food 4 Kids, lnc.River Valley United Way, lnc.Roaring Fork Public Radio Translator, lnc.Robin Hood FoundationRockbridge Montessori SchoolRockhurst Un¡versityRocky Mountain Preparatory SchoolRogers Bentonville Junior AuxiliaryRogers Development FoundationRogers Little TheaterRogers Public SchoolsRonald McDonald House Charities of Arkansas lnc.

Recípient addressBee Cave su¡te 520, Austin, TX 78746-6496

P.O. Box 2545, Fort Worth, TX 76113

220 Grove Avenue, Prescott, AZ 86301

1350 Massachusetts Avenue, Suitè 600, Cambridge, MA 02138

200 NE Chipman Road, Lee's Summ¡t, MO 64063

P.O. Drawer L5968, Little Rock, AR 72231

238 S Jefferson Ave, Lebanon, MO 65536

10377 East Geddes Avenue Suite 200, Centennial, CO 80112

1110 Post Oak Place, Westlake, TX 76262

1L0 N. Bell, Shawnee, OK 74801

P.O. Box 398, Grapevine, IX 76099

Calle Decima N 60 (esq Ryerson) Zonâ Centro Ensenada Baja California, Mexico4664 Jamestown Avenue, Suite 300, Baton Rouge, LA 70898

7409 South Alton Court, Centennial, CO 801L2

1405 N. San Fernando Blvd., Suite 303, Burbank, CA 91504

5401. NW 40th Street, Oklahomâ City, OK 73122

5401 NW 40th Street, Oklahoma Clty, OK 73122

1"15 Everett Avenue, Palo Alto, CA 94301

1050 17th 5t. NW, Suite 1150, Weshington, DC 20036

3991 Peak Blvd., Muskogee, OK7440f5737 Mesmer Ave., Los Angeles, CA 90230

1711, W. College Street, Bozeman, MT 59715

411 South Victory, L¡ttle Rock, AR 72201

9500 Gilman Dr, La Jolla, CA 92093-0210

5200 North Lake Road, Merced, CA 95343

200 Oak Street SE, Suite 450, Minneepol¡s, MN 55455

40 W. 20th 5t., 7th Floor, New York, NY 10011

1800 Colorado Blvd, Los Angeles, CA 90041

f255231d Street, NW, Suite 275, Wash¡ngton, DC 20037

1616 P Street NW, Washington, DC 20036

555 Capitol Mall, Suite 1095, Secramento, CA 95814

1301 Waters Ridge Dr¡ve, Lewisville, TX 75057

L360 N. Milwaukee Ave #3, Chicego, lL 60622

160 Westminster Street, Sulte 202, Providence, Rl 02903

291 Broad Street, Cumberland, Rl 02864

5800 Hannum Avenue, Culver City, CA 90230

434 NW Sixth Ave, Suite 304, Portland, OR 97209

2424 E. 21st Street, Suite 300, Tulse, OK 74114

P.O. Box L808, Russellville, AR 72811

310 N Boston Place #2, Russellv¡lle, AR 72801

1L0 E. Hallam, Suite 134, Aspen, CO 81611

826 Broadway 9th Floor, New York, NY 10003

108 W Roosevelt, Little Rock, AR 72206

1100 Rockhurst Roâd, Kanses City, MO 64110

7808 Cherry Creek S Drive., #3-300, Denver, CO 80231

P.O. Box 52, Rogers, AR 72757-0052317 West Welnut, Rogers, AR 72756

1L6 5. 2nd Street, Rogers, AR 72757

500 W. Walnut, Rogers, AR 72756

L009 Wolfe Street, L¡ttle Rock, AR 72202

of Grant Amount PãidPC

PC

PC

PC

PC

PC

PC

PC

NC

PC

PC

NC

PC

PC

GOV

PC

PC

PC

PC

PC

PC

PC

PC

PC

PC

GOV

PC

PC

PC

PC

PC

PC

POF

PC

PC

GOV

PC

PC

PC

PC

PC

PC

PC

PC

PC

PC

PC

PC

GOV

PC

C¡vic GrantmãkingCivic GrantmakingCivic GrantmakingK-12 Education Program



Community Besed G¡ving

Civic GrantmakingEndowment civ¡ng


Civic GrantmekingEnv¡ronment Program


C¡vic Grantmak¡ng

Charter School startupCommunity Based Giving





C¡vic Grantmaking

Civic Grantmaking


C¡vic GrantmãkingEnv¡ronment Program


Charter School StartupEnv¡ronment Program

Environment Program


Charter School StartupK-12 Education Program







C¡vic GrantmakingOrganizat¡onal Effect¡veness

Charter School StartupCommunity Based Giv¡ng


C¡vic GrantmakingLocal and Civic GrantmakingCommunity Based Giving

Local and C¡vic Grântmak¡ng


15,000

5,00010,000

3,102,0s8

2,s002,5005,000

17,880

1,250,000

5,0005,000

1,007,813109,610

5,000250,000

10,0002,000

380,000214,393

7,500250,000166,150

472,600257,34430r,766199,976

1,000,000250,000353,723I22,000703,000437,233

1,000,000

650,000102,050

250,00010,000

10,0005,0004,5001,000

1,000,000456,900

5,000168,110

2,00013,500

10,000

71,8922,500


Detail for Part XV, Line 3a - Grants and Contributions paid During the Calendar Year

!3-344t466Attachment 22

2l al 27

Foundation

status ofRec¡pientRecipient name

Room to Read

Rose Community FoundationRose State College Foundation, lnc.Roses ¡n Concrete Community SchoolRotary Club of Tulsa FoundationRotary Foundation of Rotary lnternationalRTI lnternationalRural AdvantageSafe Place, lnc.Saint John's Health Center FoundationSalida del Sol AcademySaline County Humane SocietySaline County Safe Haven, lnc.Salvation Army - FayettevilleSalvation Army of AdaSalvation Army ShawneeSan D¡ego Natural History MuseumSan Jose Children's Discovery MuseumSand Springs Community Services, lnc.Sankofa Underground North AcademySarvodaya USA CorporationSaville Center lncSchool Choice OhioSchool Choice Wiscons¡n lnc.

School District of Raytown Educational FoundationSchools That Can

Schools That Can Milwaukee, lnc.Scissortail Commun¡ty Development CorporationScottsdale Healthcare FoundationSea Educat¡on Association

Seafood Harvesters of America Education FundSeafood lndustry Research Fund, lnc.SeawebSebastian Ret¡red Citizens AssociationSee Forever toundat¡onSeed Savers Exchange, lnc.Self Development Academy-PhoenixSequoyah County C¡ty of Sallisaw Hospital AuthorityServing Our Children, lnc.Seton Educat¡on PartnersSharing and Caring of Benton CountyShawnee Community FoundationShawnee Miss¡on Education FoundationShawnee M¡ss¡on Med¡cal CenterShedd Aquarium SocietyShell Knob Alliance of ChurchesShiloh Summer Camp lnc.Shriners Hospitals for ChildrenSigma Lambda Beta Educat¡on Foundation, lnc.Siloam Springs Public Schools

Recipient address465 Street, Suite 1000, Sen Franc¡sco, CA 94104600 S. Cherry Street, Suite 1200, Denver, CO 802466420 Southeast 15th Street, M¡dwest City, OK 731104551 Steele Street, Oakland, CA 94619

616 South Boston Avenue, Suite 410, Tulsa, OK74LL9P. O. Box 1509, Mounta¡n Home, AR 72653

PO Box 900002, Raleigh, NC 27675-9000

1243 Lake Ave., Suile222, Fa¡rmont, MN 56031P. O. Box 364, Morrilton, AR 72110

2121 Santa Monicâ Blvd, Sãnta Mon¡ca, CA 90404111 East 26th Avenue, Greeley, CO 80631

7600 Bauxite Highway, Bauxite, AR 72011

P. O. Box 1100, Benton, AR 72018

219 West 15th Street, Fayettev¡lle, AR72702115 N. Oak, Ada, OK74827200 E. 9th Street, Shawnee, OK 74801

1788 El Prado, San D¡ego, CA 92112-1390

180 WozWay, San lose, C49511015 Eãst 2nd Street, Sands Springs, OK 74063

1369 Spruce Place apt 1409, Minneepolis, MN 55403

1227 Un¡versity Avenue, Madison, Wl 53715

P.O. Box 393, Stillwater, OK74O76

88 East Broad Street, Su¡te 640, Columbus, OH 43215

219 N. Milwaukee St., lst Floor, Milwaukee, Wl 53202

10750 E 350 Highwây, Raytown, MO 54138

1040 First Ave., #346, New York, NY 10022

11L W. Pleasant Street, Suitè 101, Milwaukee, Wl 53212

330 W. Gray Suite 4205, Normen, OK 73069

10001 N. 92nd Street, Suite 121, Scottsdale, AZ 85258

P. O. Box 6, Woods Hole, MA 02543

P.O. Box 66365, Washington, DC 20035

7918 Jones Brench Dr¡ve, Suite 700, Mclean, V A 227028403 Colesville Road, #1100, Silver Spring, MD 20910

125 W. Centei'Street, Greenwood, AR 72936

600 Pennsylvania Ave, SE, Suite 210, Washington, DC 20003

3074 North Winn Road, Decorah, lA 52101

1709 N Greenfield Rd, Mesa, 4285205P. O. Box 505, Sall¡saw, OK 74955

1615 L Street NW Suite 750, Wash¡ngton, DC 20036

1562 First Avenue #205-2219, New York, NY 10028-4004

P. O. Box 2668, Bentonv¡lle, AR 72714

PQ Box t447, Shawnee, OK 7 4AO2-!447

7235 Ant¡och, Shawnee M¡ss¡on, KS 66204

9120 W. 75th StreeL Shawnee Mission, KS 66204

1200 South Lake Shore Drive, Chicago, lL 60605PO Box 7!2, Shell Knob, MO 65747-0712601 NE 63rd 5t., Oklahoma City, OK 73105-6407

P. O. Box 1320, Forth Worth, TX 76101-1320

125 E. Zeller St. Su¡te E, North Liberty, lA 52317

847 S. Dogwood 5t, Siloam Springs, AR 72761

Purpose of Grant Amount Pe¡d

PC

PC

PC

GOV

PC

PC

PC

PC

PC

PC

GOV

PC

PC

PC

PC

Þa

PC

PC

PC

GOV

PC

PC

PC

PC

PC

PC

PC

PC

PC

PC

PC

PC

PC

PC

PC

PC

PC

PC

PC

PC

PC

PC

PC

PC

PC

PC

PC

PC

PC

GOV

Civic GrantmakingCivic GrentmakingCommunity Based Giving

Charter School StârtupCommunity Besed G¡ving



Environment Program


C¡vic Grantmak¡ng



Civìc Grantmak¡ng

C¡vic GrantmakingCiv¡c GrantmakingCivic Grantmak¡ng

C¡vic GrantmakingCommunity Besed G¡v¡ng



K-12 Educåtion Progrâm

K-12 Education Progrâm





Civ¡c Grantmak¡ng

C¡vic Grantmak¡ng

Environment Progrem

Environment Program

Environment Progrem



Civic Grantmaking

Charter School Stertup











C¡v¡c GrantmakingC¡vic GrantmakingLocal and Civic Grantmaking

10,000

130,8752,500

250,000

8,500

1,500

348,735100,000

5,000

5,000125,000

5,0005,000

20,0004,5002,000

522,6301,000

5,000250,000

1,000

5,0003s,000

400,000

5,00072,500

1,600,000305,461

10,00010,000

75,000

65,000746,754

3,000

5,0005,000

220,000

3,600500,000

50,00010,00033,000

5,000s,000

98,4903,000

10,00010,000

2,0002,550


13-3441466

Attachment 22

22o127Detail for Part XV Line 3a - Grants and Contr¡but¡ons paid the Calendar Year

Foundetion

status ofRecip¡ent name

Siloam Springs School D¡strict #2LSimmons Center Foundation, lnc.Single Parent Scholarship FundSingle Parent Scholarship Fund Baxter CountySingle Parent Scholarship Fund of Benton County, lnc.Single Parent Scholarship Fund of Northwest Arkansas, lnc.Single Parent Scholarship Fund of Pulaski CountySisters in Action, lnc.SkytruthSmartF¡sh AcSocial Entrepreneurs of New OrleansSociedad de H¡stor¡a Natural Niparaja A.C.

Sooners Helping Sooners, lnc.Southern Bancorp Community PartnersSouthern Governors Assoc¡ation

Southwest Center for HIV/AlDS, lnc.Southwest High SchoolSpark Community FoundationSpecial Forces Char¡table TrustSpring lnitiativeSpringboard Partners

Springdale Basketball Association

Springdale School D¡str¡ct

Springfield Catholic SchoolsSt. Francis de Sales SchoolSt. Mary's Academy for the Sisters of LorettoSt. Mary's Colgan H¡gh SchoolSt. Paul's SchoolStand for Children Leadersh¡p CenterStand UpStanford UniversityStar Rock Ministr¡esStarshine AcademyStête of Colorado Department of Human Serv¡ces

Step Up for Students, lnc.Stilwell Public Library Fr¡ends SocietyStilwell Public School Foundation, lnc.Storefront Academy Charter SchoolStreetW¡seStrive Preparatory SchoolsStudents First Foundat¡onStudents for Education ReformStudentsF¡rst lnst¡tuteSubiaco AcademySuccess Academy Charter Schools, lnc.SuMar, Voces por la Naturaleza, A.C.

Summit Community lnstituteSummit Ser¡es, LLC

Surge lnst¡tuteSustainable Fisheries Partnership Foundation

address

PO Box 798, Siloam Springs, AR7276LP. O. Box 981, Duncan, OK 73534-0981

P.O. Box 8108, Fort Sm¡th, AR 72902

P. O. Box 1286, Mountain Home, AR 72654

2601 SW D Street, Bentonville, AR 72712

16 W. Colt Square, Fayetteville, AR 72703

1333 Main Street, North Little Rock, AR72ff41404 Park Avenue, SE, Atlante, GA 30315

P. O. Box 3283, Shepherdstown, WV 25443-32832890 Madero, Colon¡a Centro, La Paz Baja California Sur, Mex¡xo 230604035 Wash¡ngton Ave., Su¡te 105, New Orleâns, LA 70125Revolución de 1910 #430, Colonia Ester¡to La Paz, BCS, Mex¡co Cp 230202600 Van Buren, Su¡te 2600, Normen, OK73O72

8924 Kanis Roãd, Little Rock, AR 72205

444 North Capitol St, NW, Su¡te 388 Wash¡ngton, D.C 20001

1101 N Central Ave, Ste 200 Phoeníx, AZ 85004

529 W. Pf nevllle Street Washburn, MO 657722717 Welton St. Denver, CO 80205

P.O. Box 53, Essex, CT 06426

P.O. Box 1759, Clarksdale, MS 38614

2755 Ordway St. NW, #108, Washington, D.C 20008

2206 E Rob¡nson, Springdale, AR72764

808 W. Johnson Ave., Springdale, AR727652340 S. Eastgate, Springfield, MO 68509

235 S. Sherman Street, Denver, CO 80209

4545 S. University Blvd., Englewood, CO 80113

212 E.9th Street, Pittsburg, KS 56762

325 Pleasant Stree! Concord, NH 03301-9966

2374 St. Claude Avenue, Suite 230, New Orleans , LA707L7825 K Street,2nd Floor, Sacremento, CA 95814

301 Encina Hall, Stanford, CA 94305-6076

P. O. Box996, San Clemente, CA92674

3535 East McDowell Road, Phoenix, AZ 85008

1575 Sherman Street, Denver, CO 80203

4655 Sal¡sbury Road, Suite 400, lacksonville, FL322565 N.6th Street, Stilwell, OK 74960

P.O. Box 185, Stilwell, OK 74960

70 East 129th Street, New York, NY 10035

4554 N. Broadway Street, Suite 350, Chicago, lL 60640

4554 N. Broadway Street, Su¡te 350, Ch¡cago, lL 60640

3845 Tennyson St., #154, Denver, CO 80212

21 West46th Street, New York, NY 10036

825 K St, Second Floor, Sacramento, CA 95814

405 North Subiaco Avenue, Subiaco, AR 72865-979895 Pine St. 6th Floor, New York, NY 10005

13-8. Colonia San Benito, Hermosillo, Sonora, Mexico CP 83190

3923 North Wolf Creek Dr, Eden, UT 84310

3923 North Wolf Creek Dr, Eden, UT 84310

320 West Ohlo Street, Su¡te 3W, Chicago, lL 60654

4348 Waialae Avenue #692, Honolulu, Hl 96816

Purpose ofGrent Amount pa¡d

GOV

PC

PC

PC

PC

PC

PC

PC

PC

NC

PC

NC

PC

PC

GOV

PC

GOV

PC

PC

PC

NC

PC

GOV

PC

PC

PC

PC

PC

PC

PC

PC

PC

PC

GOV

PC

PC

PC

PC

PC

PC

PC

PC

PC

PC

PC

NC

PC

NC

PC

PC

Charter School StartupCommunity Based G¡ving





Commun¡ty Based civ¡ngK-12 Education Program


Environment Program




Local and C¡v¡c GrantmakingCiv¡c Grentmaking


Civic GrantmakingOrganizational Effectiveness

Local and Civ¡c GrantmakingEnvironment Progrem


Local and C¡vic Grantmakìng


C¡v¡c GrantmakingCiv¡c GrantmakingCommun¡ty Based G¡v¡ng


K-L2 Educat¡on Program


Civic GrantmakingC¡vic Grantmaking

C¡vic GrantmakingCivic GrantmakingK-12 Education Program



Charter School StartupOrganizat¡onal Effect¡veness








C¡v¡c GrantmakingC¡vic GrantmakingK-12 Educat¡on Program

Environment Program

5,0002,500

1,000

4,000s,0003,350

10,000100,000300,000150,000224,OOO

s,000282,303

10,000

1,5005,000

44,9752s,00090,000

103,00010,000

5,1002,500

40,00020,000

2,500959,649

200,000400,000't)1 L))10,000

t2,75093,099

100,000

5,0004,000

12s,000237,OOO

850,000750,0004s0,000

2,848,51610,000

1,500,000

75,0007,000

48,000400,000

1,650,000


L3-344t466Attachment 22

23 oî27Deta¡l for Part XV Line 3a - Grants and Contr¡butions Paid Du the Calendar Year

Recipient name

Sustainable Tulsa, lnc.

Symphony Orchestra of Northwest ArkansasTahlequah Area Coalition for the Homeless, lnc.Tailwind Aviation Foundation, lnc.Tamarisk CoalitionTapestry Project lnc.Tarleton State UniversityTaxpayers for Common Sense

Teach ForAll lnc.Teach for Amer¡ca

Teach for America - Kansas C¡tyTeach for America (Nat¡onal) TFA

Teach for America, lnc.

Teach for America, lnc.

Teach Plus lncorporatedTeachers College, Columbia Un¡vers¡tyTeam Africa R¡s¡ng, lnc.Tech Museum of lnnovat¡onTennessee State Collaborative on Reforming EducatÌonTeton Science SchoolsTexas A&M Univers¡ty-KingsvilleTexas Charter Schools Association (TCSA)

Texas County Memor¡al Hospital Healthcare FoundationTexas Game Warden Assoc¡ation, lnc.Texas Parks and Wildlife FoundationThe Academies of West Memph¡sThe Achievement Network, LTD

The Arizona Charter Schools Associat¡onThe Atlantic Monthly Group, lnc.The Board of Trustees of the Leland Stanford Junior Un¡versityThe CALL of Saline CountyThe Carter Center, lnc.

The Colorado Museum of Natural H¡storyThe Commun¡cations Network, lnc.The Commun¡ty Foundation for Greater Atlanta, lnc.The Cooper lnstituteThe Corps NetworkThe Delfina FoundationThe Drexel FundThe Emergency Food PantryThe Everglades Foundation, lnc.The Excel Center - lndianapolis SouthThe Foundation for Opportun¡ty in Educat¡onThe Friedman Foundat¡on for Educational Cho¡ce, lnc.The Harp FoundationThe Hawn FoundationThe lnternational Charter School of New YorkThe James Beard Foundat¡on, lnc.The Kindezi School, lnc.The Lens

Recipient address

P. O. Box 3543, Tulsa, OK 74101

P.O. Box L243, Fayetteville, AR 72702

P. O. Box 1"344, Tahlequah, OK7446515480 See St, Rogers, AR 72756

P.O. Box 1907, Grând Junct¡on, CO 81502

1400 Fifth Avenue STE TH-CI, New York, NY 10026Box T-0070, Stephenville, TX 76402

651 Pennsylvania Avenue SE, Washington, DC 20003

25 Broadway, 13th Floor, New York, NY 10004

299 South gth Street, Suite 212, Oxford, MS 38655

2000 Bâltimore Ave. #300, Kansas City, MO 64108

25 Broadway, 12th Floor, New York, NY 10004

L World Ave, 3rd Floor, L¡ttle Rock, AR 72202

22 Fourth Street, 7th Floor, San trancisco, CA 94103

27-43 Wormwood Street Tower Point, Suite 410, Boston, MA 02210

525 West 120th Street, New York, NY 10027-6696

802 E. Cooper #4, Aspen, CO 81611

201 S. Market Street, San Jose, CA 95113

L207 18th Ave. S., Su¡te 326, Nashville, TN 37212

700 Coyote Canyon Roed, Jackson, WY 83001

Campus Box 218, Kingsville, TX 78363

700 Lavaca Street, Suite 930, Austìn, TX 78701

1333 S. Sam Houston Blvd., Houston, MO 65483

4367 tM IO47, Hãmilton, TX 76531

2914 Sw¡ss Avenue, Dellas, TX 75204

301 South Avalon, West Memphis, AR 72301

225 Fr¡end Street, Suite 704, Boston, MA 02114

1825 E. Northern Avenue, Suite 275, Phoenix, AZ 85020-3949

600 New Hampsh¡re Ave. NW, Washington , DC 20037

326 Galvez Street, Stanford, CA 94305-5105

P. O. Box 117, Bryant, AR 72089

One Copenhill 453 Freedom Parkway, Atlenta, GA 30307

200L Colorado Boulevard, Denver, CO 80205

718 7th Street NW,2nd Floor, Washington, DC 20001

191 Peachtree Street NE, Suite 1000, Atlanta, GA 30303

1.2330 Preston Road, Dallas, TX 75230

1275 K Street NW, Suite 1050, Wash¡ngton, DC 20005

29 Catherine Place, London, UK

L603 Orrington Avenue, Su¡te 600, Evanston, lL 60201

428 S. 6th Street, Chickasha, OK 73023

18001 Old Cutler Road, #625, Palmetto Bay, FL 33157

1635 W, Michigan Street, lndianapolis,lN 46222

26 Century Hill Dr, Suìte 203, Lethãm, NY 12110

LLL Monument Circle, Suite 2650, lnd¡anapol¡s, lN 45204400 W Camelback Rd, Ste 304, Phoenix, AZ 85013

1815 Purdy Avenue, Miami Beach, FL 33139

1 Metrotech Plaza, Suite 1001, Brooklyn, NY 1120L

167 West 12th St, New York, NY 10011

1890 Detro¡t Ave NW, Atlanta, GA 30314

4344 Earhaft Blvd, Suite B, New Orleans, LA7OL25

Foundation

status ofRelationship Recipient

PC

PC

PC

PC

Þî

PC

GOV

PC

PC

PC

PC

PC

PC

PC

PC

PC

PC

PC

PC

PC

GOV

PC

PC

PC

PC

GOV

POF

PC

NC

PC

PC

PC

PC

PC

PC

PC

PC

NC

PC

PC

PC

GOV

PC

PC

PC

PC

PC

PC

PC

PC

Purpose ofGrant Amount paid


Local and Civic Grantmak¡ng

Community Based G¡vìng

Cìvic GrantmakingEnv¡ronment Program

K-L2 Education Program










civic GrantmakingCivic GrantmakingK-12 Education Program


Civic GrantmakingK-L2 Educat¡on Program

Commun¡ty Based Gìving

C¡vic GrantmakingC¡vic GrantmakingCharter School StartupK-12 Education Program



Environment Progrãm


Civic Grantmaking

C¡vic GrantmakingCivic Grantmak¡ngK-12 Educet¡on Program

C¡v¡c Grantmak¡ngEnv¡ronment Program

C¡vic Grantmak¡ngK-12 Educat¡on Program



Charter School StartupK-12 Educetion Program


C¡vic Grantmak¡ng

Civic GrantmakingCharter School StartupC¡vic Grantmak¡ngCharter School StartupEnvironment Program

15,000774,t95

5,00016,643

425,7953s,00077,275

32s,000250,000770,O00

845,0008,L48,740

895,00025,000

2s0,0005,077

2s0,0001,000

500,000160,000

s,00093s,837

2,5001,000

50,0002s0,0007s,000

6s0,000285,000708,072

s,000400,000

4,00025,000

400,000

10,000150,000

44,OOO

2,000,0004,000

57,000250,000

500,000377,OO0

20,000129,0002s0,000

1,000220,000

75,000


Detail for Part XV, Line 3a - Grants and Contributions paid Du ring the Calendar Year


24 ol 27

stetus ofRecipientRec¡p¡ent name

The Michael Lisnow Resp¡te Center, lnc.The Mind Trust, lnc.The National Center for Montessori in the public SectorThe Nature ConservancyThe New York TimesThe Oaks Academy, lnc.The Peel Compton Foundat¡onThe Philanthropy Workshop WestThe Safina CenterThe Third Way Foundation, lnc.The Urban Assembly, lnc.The Walkabout Foundation, lnc.Thea Foundat¡on

Theatre Squared, lnc.Theodore Roosevelt Conservation Partnersh¡p, lnc.Third Sector New England, lnc.Thomas B. Fordham lnstituteTides CenterTogether ColoradoTom Mix Museum, lnc.Top Flight Basketball AcademyTown of Clarkdale ArizonaTown of DelawareTrends Charitable FundTri-County Search and Rescue Certified Emergency Response TeamTricycle Theatre For YouthTrillium TrustTrout Unl¡mitedTruFund Financial Services, lnc.Truman Library lnst¡tuteTrust for Conservation Innovat¡onTrust for Hidden Villa

Trust for Public Land

Trustees of Columbia University in the C¡ty of New YorkTrustees of the University of Pennsylvanialulane UniversityTulsa Area United WayTulsa Ballet TheatreTulsa Children's MuseumTulsa Christian Educat¡on Corporat¡onTulsa Community FoundationTulsa Hab¡tat for HumanltyTulsa Library TrustTulsa Zoo Management, lnc.Tulsa's Leadership V¡s¡on, lnc.Tutoring Resources of Arkansas, lnc.Twin Lakes Literacy Counc¡lU C Davis FoundationUnder Grace M¡nistr¡esUnique Services, lnc,

Recipient address112 Main Street, MA 017481630 N Merid¡an 5t., Suite 450, tndianapolis, lN 46204125 Whit¡ng Lane, West Hartford, CT 061194245 N. Fairfax Dr¡ve, Su¡te 100, Arl¡ngton, VA 22203620 Eighth Avenue, New York, NY 10018-1405

230L North Park Avenue, lndianapolis, lN 46205312 N. Main Street, Bentonville, AR727!2One Letterman Drive, Ste. 03100, Sen Francisco, CA94I29-f492Stony Brook Un¡versity, Nassau Hall Suite 111, Stony Brook, Ny 11794-50001101 14th Street, NW, Suite 1250, Washington, DC 2000590 Broad Street, New York, NY 10004

75 Holly Hill Lane, Greenwich, CI 06830

401 Main Street, Suite 100, North L¡ttle Rock, AR 72114

PO Box 4188, Fayetteville, AR 727021660 LStreet NW, Suite 208, Wâsh¡ngton, DC 20036

89 South Street, Suite 700, Boston, MA 02111

1016 16th St. NW,8th Floor, Wâshington, Dc20036L014 Torney Avenue, San Franc¡sco, CA94f291980 Dahlia Street, Denver, CO 80220

721 N. Delaware, Dewey, OK 74029

101 P¡nehurst Court, Mounta¡n Home, AR 72653

P.O. 8ox 308, Clarkdale, A286374P. O, Box 277, Delaware, OK 7 4027

4400 N. Scotrsdale Road, Su¡te 9-928, scoüsdale, AZ 85251P. O. Box 1321, Huntsville, AR72740PO Box 2537, Bentonville, AR727L21380 B¡ll Virdon Blvd, West Pla¡ns, MO 65775

1777 North Kent Street, Suite 100, Arlington, VA 22209

39 West 37th Street, 7th F_loor, New York, NY 10018

500 US West Hwy 24, lndependence, MO 64050

405 14th Street, Su¡te 164, Oakland, CA946!2-270526870 Moody Road, Los Altos, CA94022-42092610 Univers¡ty Avenue, Suite 300, Saint Paul, MN 55114615 West 131st Streêt Room 254, New York, NY 70027-79223451 Walnut Street, Rm P-221 Franklin Bldg., Philadelphia, PA 19104-62056823 St. Charles Avenue, New Orleans, LA 70118

1430 South Boulder, Tulsa, OK74II91212 E 45th Street, Tulsa, OK 74105-4563

P. O. Box 701620, rußa, OK 74L7O-t620

6363 South Trenton Ave,, Tulsa, OK 74136

7030 5. Yale Avenue, Suite 600, Tulsa, OK 741366235 E. 13th Street, rulse,OK74tt2400 C¡vic Center, Tulsa, OK 74103-3830

6421 E. 36th Street North, Tulsâ, OK 74115-2121

2526 E 71st Street, Suite A, Tulsa, OK 74136

14598 East Highway 12, Rogers, AR72756L318 Bradley Dr¡ve, #14, Mounta¡n Home, AR 72653One Shields Avenue, Davis, CA 95616-527010905 W. Markham Street, Little Rock, AR722IL610 E State St, Mountãin Grove, MO 65711

Pu of Grant Amount PeidPC

PC

NC

PC

NC

PC

POF

PC

PC

PC

PC

PC

PC

PC

PC

PC

PC

PC

PC

PC

PC

GOV

GOV

PC

PC

PC

PC

PC

PC

PC

PC

PC

PC

PC

PC

PC

PC

PC

PC

PC

PC

PC

PC

PC

PC

PC

PC

PC

PC

PC

Civic Gra



Environment Program



Organizat¡onal Effect¡veness



Charter School StartupCivic GrantmakingK-12 Education Program


Environment Program





Commun¡ty Based c¡vingEnvironment Program


C¡v¡c GrantmãkingCommun¡ty Based Giving

Local and Civic GrantmakingCommunity Based G¡ving

Environment Program

Environment Program



C¡vic Grantmak¡ng

Environment Program



Environment Program


C¡vic GrantmakingCommunity Based G¡v¡ng


Community Eased Giv¡ng







Cìv¡c Grantmak¡ng



1,200,000609,102

3,063,107350,000264,315

7,O92,446

100,00041,850

250,00030,00030,000

t49,gt01,269,886

503,600445,700700,000

2s,000200,000

3,000s00

19,0634,0005,0005,000

42,8501,000

365,017

500,0005,000

1,638,518

1,00087,500

1,082,s00393,623

75,00042,OOO

5,0002,500

20,0002,5007,500

15,000

10,000

15,0004,5001,000

13,00010,0005,000


t3-3441466Attachment 2225 oî 27

Detail for Part XV Line 3a - Grants and Contributions Paid the Calendar Year

Foundation

status ofname

United Cerebral Palsy Assoc¡ation of Central ArizonaUnited Cerebral Palsy of Central ArkansasUnited Commun¡ty Action Program lncUn¡ted Negro College Fund, lnc.United States Conference of MayorsUn¡ted States Department of EducationUn¡ted States Hispanic Chamber of CommerceUnited Way of Adair County, lnc.United Way of Fort SmithUnited Way of Garland County, lnc.United Way of Grayson County lnc.United Way of Greater Los Angeles

United Way of Northwest ArkansasUnited Way of Parker CountyUniversity of Ar¡zona FoundationUniversity of ArkansasUniversity of Arkansas Commun¡ty College at Morrilton Foundation, lnc.Un¡versity of Arkansas Foundation - Pine BluffUniversity of Arkansas Foundation, lnc.Un¡versity of Baltimore FoundationUniversity of Cal¡fornia at Santa BarbaraUniversity of Central Oklahoma FoundationUn¡versity of Colorado FoundationUniversity of Denver

University of Missouri - Kansas CityUniversity of New OrleansUn¡vers¡ty of Notre Dame

Un¡versity of Oklahoma Foundation, lnc.

University of South Florida Foundation, lnc.Un¡versity of Southern California, Rossier School of EducationUnivers¡ty of the OzarksUniversity of UtahUniversity of WashingtonUniversity of Washington FoundationUniversity of WyomingUniversity Preparatory SchoolUNSELF INC.

Upper White River Bas¡n Foundat¡onUrban Ecology CenterUrban lnstituteUrban League of Greater New Orleans Co, lnc.Urban League of Metropolitan DenverUrban Neighborhood lnit¡ative lncUrban Teacher CenterUS Mex¡co FoundationUSA Cycling Development Foundat¡onUtah State Un¡versityValley School of Southern OregonValor Academy Elementary SchoolValue Schools High School 2

Recipient address1802 W Parkside A7850279720 No. Rodney Parham Roed, Little Rock, AR7222750L Sixth Street, Pawnee, OK 74058

1805 7th Street, NW, Washington, DC 20001

1620 Eye Street Northwest, Washington, DC 20006

400 Maryland Avenue SW, Washington,DC202021424 K Street NW #401, Washington, D.C 20005P. O. Box 5, Stilwell, OK 74960

P. O. Box 2300, FortSmith. AR 72902

233 Hobson Ave, Hot Springs, AR 71913

P.O. Box 1112, Sherman, TX 75091

1150 S. Ol¡ve Street Su¡te T500, Los Angeles, CA 90015

100 Parkwood Street, Suite C, Lowell, AR 72745

P. O. Box 1476 Weatherford,'rr76086-t4761111 N. Cherry Avenue, Tucson, AZ 85721-0109

406 Administration Building, Fayetteville, AR 72701

1537 Un¡versity Blvd, Morrilton, AR 72110

1200 North University Dr¡ve, Pine Bluff, AR 71601

535 Research Center Blvd., Suite 120, Fayettev¡lle, AR 7270L

1130 N. Charles Street, Balt¡more, MD 21201

2400 Bren Hall, Sânta Barbara, CA 91306-5131

100 North University Dr¡ve Evans Hall, Room 101, Edmond, OK 73034-52091800 Grant 5t., Ste. 725, Denver, CO 80203

2450 South Vine Street, Denver, CO 80208

5306 Holmes, Kansâs C¡ty, MO 64110

2000 Lakeshore Drive, New Orleans, LA 70148

1400 East Angela Boulevard, Un¡t 117, South Bend, lN 46617

l00Tmberdell Road, Norman, OK 73019-5071

4202 East Fowler Ave., Tampã, FL 33620

Waite Ph¡llips Hall -WPH 901D, 3470 Trousdale Parkway, Los Angeles, CA 90089-415 North College Avenue, Clarksville, AR 72830

332 South 1400 East, Su¡te 150, Salt Lake City, UT 84112-0300

4333 Brooklyn Ave NE, Seattle, WA 98195

407 Gerberd¡ng Hall, Seattle, WA 98195-1210

1000 E. Un¡versity Ave., Laramie, WY 82071

2409 Arapahoe Street, Denver, CO 80205

42401 Switzerland Dr., B¡g Bear Lake, CA 92315

P.O. Box 636, Kimberling City, MO 65656

1500 E. Park Place, Milwaukee, Wl 53211

2100 M Street, NW, Washington, DC 20037

4640 S Carrollton Ave., Suite 210, New Orleans, LA 701197OOE.24th Ave., Suite 9, Denver, CO 80205

2700 E 18th Street, Kansas City, MO 64127

L500 Union Avenue, Su¡te 2200 Baltimore, MD 2121170O72th St. NW, Suite #1050, Washington, DC 20005

2L0 USA Cycl¡ng Po¡nt, Colorado Spr¡ngs, CO 809L9-2215

1415 Old Main Hill, Room 64, Logan, UT 84322-1415

1750 Delta Waters Rd Ste. 102-233, Medford, OR 97504

2636 S. Mansfield Ave, Los Angeles, CA 90016

680 Wilshire Pl, Suite 315, Los Angeles, CA 90005

of Grant Amount PaidPC

PC

PC

PC

PC

GOV

NC

PC

PC

PC

PC

PC

PC

PC

PC

GOV

PC

PC

PC

PC

PC

PC

PC

GOV

GOV

GOV

PC

PC

PC

PC

PC

PC

GOV

PC

GOV

PC

NC

PC

PC

PC

PC

PC

PC

PC

PC

PC

PC

PC

GOV

GOV

Civic Gra ng





Civ¡c GrantmakingCivic GrantmakingCìv¡c GrantmakingCiv¡c GrantmakingCivic GrantmakingK-12 Education Program

Civic Grantmaking

C¡vic GrantmakingEnvironment Program


Civic GrantmakingCivic GrantmakingLocal and Civic Grantmak¡ng

Civic Grantmak¡ng

C¡v¡c GrantmekingCiv¡c GrantmakingC¡v¡c Grantmak¡ng

C¡vic GrantmakingCivic GrantmakingEnvironment Program




Civic Grantmak¡ng

Environment Program

Environment Program

K-12 Educâtìon Program

C¡vic GrantmakingK-12 Educatìon Program


Locãl and Civic GrantmakingCivic GrantmakingK-12 Educat¡on Program



CÕmmun¡ty Based Giving



C¡vic GrantmakingEnv¡ronment Program


Charter School StartupChartâr School Startup

10,00010,000

t,796,408150,000

32,00050,000s,000

10,0004,0002,000

200,000

160,000

25,00072,372

287,0835,000

100,0003,065,7s6

s,000

997,8635,000

178,628784,754

7,5001s0,000

1,99I,54010,000

44,00082,000

154,30520,00073,267

774,75010,000

216,00023,tr335,000

256,875349,538770,OO0

10,000

5,000500,000145,00050,00086,79020,000

250,0002s0,000

Walton Family FoundationA,ttachment to Form 990-PF

Deta¡l for Part XV, Line 3a - Grants and Contributions Paid During the Calendar Year

13-3441466

Attachment 22

26 o1 27

FOUndAilOn

status ofRecipientnâm€

Van Buren Public Schools

Van Cliburn Foundation, lnc.Vanderbilt Univers¡tyVar¡ety Care, lnc.

Venture for America, lnc.Vera Lloyd Presbyterian Home and Family Services, lnc.Verde River Bas¡n PartnershipVerde River lnstitute, lnc.Verde River Valley Nature Organization, lnc.Veterans Memorial of Garland County AR

Vian Public SchoolsVietnam Veterans of San DiegoVillage House, lnc.Voices College-Bound Language Academy at Morgan Hill SchoolWagoner Education Foundation, lnc.Wake Forest UniversityWallingford Public Library Assoc.Wallingford Public SchoolsWalmart Associates in Cr¡tical Need FundWalters Public SchoolsWalton Arts Center lnc.Warbird Heritage Foundat¡onWashington Global Public Charter SchoolWashington Leadership AcademyWashington Osage Baptist Assoc¡ationWash¡ngton Regional Medical FoundationWashington State Charter Schools AssociationWatershed Conservat¡on Resource CenterWatershed Human and Community Development Agency, lnc.Watershed Management Group, lnc.Wave AcademyWayman L. T¡sdale Foundation lnc.

Webb Clty R-7 Schools Foundat¡on, lnc.WE-cycleWeiner School Childrens EndowmentWelcome HealthWest Fork Middle School

Western Arkansas United Soccer LeagueWestern Conservation FoundationWestern Governors' Associat¡onWestern Landowners AllianceWestern Resource AdvocatesWestside Community Assoclation of Bartlesville OklahomaWestville Public SchoolsWhat is Missing FoundationWhitney Museum of Amer¡can ArtWilliam A. Farnsworth Library and Art MuseumWinrock lnternat¡onalWinrock lnternat¡onalW¡sconsin lnstitute for Law and Liberty, lnc.

address2221 Pointer Trail East, Buren, AR 72956

201 Ma¡n Street, Su¡te 100, Fort Worth, TX 76102

Office of Contract & Research Administretion PMB 4077749 2301 Vanderb¡lt3000 N. Grand Blvd. Oklahoma City, OK 73107-1818

40 W. 29th Street; Suite 301, New York, NY 10001

1501 N. Un¡versity, Su¡te 345, Little Rock, AR72207-52782725 Boone Court, Prescott, AZ 86305

630 Cliffside Dr¡ve, Clârkdale, AZ 85324

P.O. Box 2224, Cottonwood, AZ 86326118 Orange St, Hot Spr¡ngs, AR 71913

P. O. Box 434, Vian, OK 74962

4141 Pac¡fic Highway, san Diego, CA 92110

1702 Forest Hills Blvd, Bella Vista, AR 72714

4075 Sacramento Ave, San Jose, CA 95111

308 NE 2nd Street, Wegoner, OK74467PO Box 7201, W¡nston-Salem, NC27tO9-7227200 North Ma¡n Street, Wallingford, ü 06497t42Hope Hill Road, Wallingford, CT06492

702 5W 8th Street, Bentonville, AR 72716-0150

418 South Broadway, Walters, OK 73572

P.O. Box 3547, Fayetteville, AR 72702

3000 Corporate Drive, Waukegan, lL 50087

3060 QST NW, Washington, DC 20007

6 Girard Street NE, Wash¡ngton, DC 20002

3801 N. Maryland, Bartlesville, OK 74006

P.O. Box 356, Fayetteville, AR 72702

2L0 South Hudson, Suite 324, Seattle, WA 98L34

380 West Rock Street, Fayetteville , AR 7270t3701 Springer Blvd, Little Rock, AR 72206

1137 N. Dodge Blvd, Tucson, Az857164455 Murphy Canyon Road Su¡te 100-16, San D¡ego, CA 92123

591 E 35th St North, Tulse, OK74IO6

411 N. Mad¡son, Webb City, MO 64870

465 North M¡ll Street Unit #14, Aspen, CO 81611

313 N. Garfield Street, Weiner, AR 72479

1100 N. Woolsey Avenue, Fayetteville, AR72702333 School Ave, West Fo(k, AR727741111 N 49th Street, tort Smith , AR 729041536 Wynkoop Street Su¡te 410, Denver, CO 80202-1375

1600 Broadway, Suite 1700, Denver, CO 80202

3 Cal¡ente Road, #5, Santa Fe, NM 87508

2260 Basel¡ne Road, Su¡te 200, Boulder, CO 80302

501 5W Bucy, Bartlesvìlle, OK 74003

PO Box 410, Westvllle, OK 74965

112 Prince St. #4, New York, NY 10012

99 Gansevoort 5t, New York, NY 10014

16 Museum Street, Rocklend, ME 04841

2121 Crystal Drive, Su¡te 500, Arlington, VA 22202

2101 Riverfront Drive, Little Rock, AR 72202-1748

L139 East Knapp Street, Milwaukee, Wl 53202

Purpose of Grant Amount Paid

GOV

PC

PC

PC

PC

PC

PC

PC

PC

PC

GOV

PC

PC

GOV

PC

PC

PC

GOV

PC

GOV

PC

POF

PC

PC

PC

PC

PC

PC

PC

PC

PC

PC

PC

PC

PC

PC

GOV

PC

PC

GOV

PC

PC

PC

GOV

POF

PC

PC

PC

PC

PC




Organ¡zatìonal Effectiveness

Civic Grantmak¡ngEnvironment Program

Environment Program

Environment Program

Civ¡c GrantmakingCommunity Based Giving

C¡vic GrantmakingCommun¡ty Based Giv¡ng

Charter School StartupCommunity Based G¡v¡ng

Civic Grantmak¡ngC¡v¡c Grantmak¡ng

C¡v¡c Grentmak¡ng



Local and Civic GrantmakingC¡vic Grantmak¡ng

Charter School StartupCharter School StartupCommunity Based Giving



Local and Civic GrentmakingCommunity Based Giving




Civic GrantmakingEndowment Giving

Communlty Based G¡ving



Environment Program

Civ¡c Grantmâk¡ng

Environment Program

Environment Program



Environment Program

C¡vic GrantmaklngC¡vic GrantmakingEnv¡ronment Program

Environment Program


75,000166,268

2,500105,000

10,000139,10549,600

r37,2002,s003,600

20,00010,000

250,0002,s00

125,000

2,0007,000

4,000,000

5,0006,955,000

10,0002s0,000250,000

1,0005,000

718,000150,000

s,000360,530

15,000

120,000

4,00019,50020,00010,0007,500

2,so17,837,805

25,000I04,735890,428

s,0002,s00

37,50050,000

25,000

700,000638,503

316,922

Walton Family Foundat¡onAttachment to Form 99O-PF


27 ol27Deta¡l for Part XV, Line 3a - Grants and Contributions Paid the Calendar Year

Foundation

status ofRecip¡entRecipient name

Women in Government FoundationWomen's Bean ProjectWomen's Cr¡sis Center of Taney County, lnc.Womens Outreach of Hope, lnc.Women's Policy, lnc.Woodlands School, lnc.Woody Creek Commun¡ty CenterWorld Bra¡n Forum FoundationWorld Wildlife Fund, lnc.Wyoming Liberty GroupYale Univers¡tyYellville-Summit School DistrictOzarks Reglonal YMCAYMCA of Greater Kansas C¡tyYMCA of Southern Ar¡zonaYoung at Art Ministries, lnc.Young Life FoundationYoung Men's Chr¡stian Association of Greater Tulsa

Young Womens Christian Assoc¡at¡on of Oklahoma CityYouth Services for Stephens County, lnc.

YPI Valley Public Charter High School

Yuma Crossing National Heritage Area Corporat¡onZea Mays FoundationZoological Soc¡ety of San D¡ego

Recipient address

F St. NW, Suite 710, Weshington, DC 20004

3201 Curtis Street, Denver, CO 80205

226 Benton Avenue, Rockaway Beâch, MO 65740P. O. Box455, Ptyor,OK74362409 12th Street, SW, Suite 600, Washington, DC200245510W. Bluemound Road, Milwaukee,Wl 53208P.O. Box4, Woody Creek, CO 81656

P.O. Box 2055, Aspen, CO 81612

1250 24th Street, NW, Washington, DC 200371902 Thomes Ave., Ste 201, Cheyenne, WY 82001

PO Box 208200, New Haven, CT 05520-8200

1124 N. Panther Avenue, Yellville, 4R 72687 -9318

408 MO-248, Cassville, MO 65625

3800 E. Linwood, Kansas C¡ty, MO 64128

60 W Alameda, Tucson, AZ 85701

400 W. Main, Suite 204, Denison, TX 75020

P.O. Box 520, Colorado Springs, CO 80901

420 5. Main, Suite 200, Tulsa, OK 74103

2460 NW 39th Street, Oklahoma City, OK 73112-8956

P. O. Box 1603, Duncan, OK 73534

9400 Rem¡ck Ave, Los Angeles, CA 91331

180 W. First Street, Suite E, Yume, AZ 85364-1407

L4L29 Carole Drive, Bloomington, lL 61705

P.O. Box 120551, Sen Diego, CA 92112-0551

PC

PC

PC

PC

PC

PC

PC

PC

PC

PC

PC

GOV

PC

PC

PC

PC

PC

oa

PC

PC

GOV

PC

POF

PC

Civic Grantmaking



Civic Grantmak¡ng


Civ¡c GrantmakingCivic Grantmak¡ng

Environment Program


Civic Grantmek¡ng


Civ¡c Grantmaking

C¡vic Grantmeking

Civic Grantmaking

Civic Grantmaking

C¡vic Grantmaking



Civic Grantmaking

C¡vic Grantmakjng

of Grant Amount pa¡d

ng 20,000

5,000

5,0005,000

20,000118,800

1,00015,000

7,284,3922,500

35,000

4,0003,0005,0002,500

2,000

10,000

15,000

L0,000

5,000

250,000

173,000

100,000

13,500

Total Grants Paid 373,038,862

WALTON FAMILY FOUNDATTON, INC.FORM 990-PFt3-3441466DECEMBER 31, 2015

ATTACHMENT 23

(2)

PART VII-B: LINE 5(C) - EXPENDITURE RESPONSIBILITY

Statement Pursuant to Reg. Sec. 53.4945-5(d):

(1) Grantee - The V/alton Family Foundation, Inc. owns common stock in the following entity as a program-related investment.

Southern Development Bancorporation, Inc.D/b/a Southem Bancorp Community Partners8924 Kanis RoadLittle Rock, AP.72205

Dates of Investment - December 23,1987 - $300,000July 9, 1998 - $3,000,030

(3) Purpose - To provide Southem Development Bancorporation ("SDB") d/b/a Southern Bancorp CommunityPartners with funds to promote its purpose of implementing a new approach to the development ofeconomically depressed rural communities in Arkansas, communities which suffer from high unemploymentand which are not being adequately served by the existing financial institutions in the area. SDB and itsrelated companies are operating programs designed to increase job opportunities for residents of these

depressed communities. SDB's programs emphasize the development of small business and self-employmentactivities in rural areas by providing capital, market data, technical support, and business planning counsel

to that sector ofthe local economy. SDB aggressively supports the creation ofjobs through the creation and

development of local business enterprises.

Amount Expended by Grantee - The initial investment of $300,000 made on 12/23187 and an additionalinvestment of $3,000,030 made on 07/09198 continue to be utilized for the purpose of the program relatedinvestment as stated in (3) above.

(4)

Diversion - To the knowledge of the Foundation, and based on the information fumished by the grantee, no

part of the program-related investment has been used for anything other than its intended charitable purpose.

(6) Date of Reports from Grantee - Date of last annual reports were September 5,2076

(7) Grantor Verification - The grantee has provided the Foundation a letter stating that it has complied with the

terms of the Foundation's program related investment through its most recent year-ending December 31,

2015. In addition, the grantee has provided the Foundation with an independent audit report ofits financialstatements for the year-ended December 31,2015. The Foundation has no reason to doubt the accuracy orreliability of the above reports; therefore, further verification by the Foundation was deemed unnecessary.

(S) Foundation Status - Taxable entity - program related investment ofthe Foundation.

(s)

WALTON FAMILY FOUNDATION, INC.FORM 990-PF13-3441466DECEMBER 31, 2015

ATTACHMENT 24



(1) Grantee - The Walton Family Foundation, Inc. o'¡¡ns common stock in the following entìty as a program-

related investment.

Neighborhood Bancorp1727 Sweetwater Road, Suite J

National City, CA 91950

(2) Dateoflnvestment-May3l, 1996-$100,000

(3) Purpose - To provide Neighborhood Bancorp ("N8") with funds to form or acquire a bank which will seek

to provide banking services to customer $oups that are currently underserved in its geographic market area.

These groups include individuals, affordable housing advocates, non-profit corporations and other

community based organizations, and religious organizations. The groups, or the individuals represented bythe groups: (i) eam less than 100% of the median family income for San Diego County, (ii) are ethnicallyand racially diverse, (iii) do not have ready access to traditional financial institutions and systems, and (iv)rent or lease dwellings rather than own them.

(4) Amount Expended by Grantee - $ 1 00,000 investment made 05/3 1/96 continues to be utilized for the purpose

ofthe program related investment as stated in (3) above.

(s) Diversion - To the knowledge of the Foundation, and based on the information furnished by the grantee, no

part of the program-related investment has been used for anything other than its intended charitable purpose.

(6) Date of Report from Grantee - Date of annual report was Septembet 2,2016

(7) Grantor Verification - The grantee has provided the Foundation a letter stating that it has complied with the

terms of the Foundation's grant through its most recent year-ending December 31,2015. In addition, the

grantee has provided the Foundation with an independent audit report ofits financial statements for the year-

ended December 31, 2015. The Foundation has no reason to doubt the accuracy or reliability ofthe above

reports; therefore, further verification by the Foundation was deemed unnecessary.

(8) Foundation Status - Taxable entity - program related investment ofthe Foundation.

WALTON FAMILY FOUNDATION, INC.FORM 99O.PFt3-3441466DECEMBER 31,2015

ATTACHMENT 25



(l) Grantee -

Arkansans for Education Reform Foundation400 West Capitol Avenue, Suite 1700

Little Rock, AR 72201 -3438

(2) Date and Amount of Grant - Various 2012 - 52,088,750

(3) Purpose - To provide operational and programmatic support to the Arkansans for Education ReformFoundation.

(4) Amount Expended by Grantee - Based on the annual report, the grantee has expended $311,090 oftheremaining ($573,876) grant funds received during calendar 2012, in accordance with the terms of the grant

agreements.

(5) Diversion - To the knowledge ofthe Foundation, and based on the information furnished by the grantee, nopart ofthe grant has been used for anything other than its intended purpose.

(6) Date of Report from Grantee - Date of annual report was lllay 27,2016

(7) Grantor Verification - The grantee has provided the Foundation with the required reports. The Foundationhas no reason to doubt the accuracy or reliability ofthe above report; therefore, fuither verification by the

Foundation was deemed unnecessary. In addition, the grantee has provìded the Foundation with a copy ofits financial statements for the calendar year-ended December 31 ,2015.

(8) Foundation Status - Private Operating Foundation.


ATTACHMENT 26

(2)

PART VII-B: LINE 5(c) - EXPENDITURE RESPONSIBILITY

Statement Pursuant to Reg. Sec. 53.4945-5(d)

(1) Grantee/Borrower -

Building Hope910 l7'h Street NW, Suite I 100

Washington, D.C.20006

Date and amount of program-related investment loan - December 15 , 2011 - $ 1 ,500,000June 28, 2012 - $1,800,000

Amounts represent advances against a $3.3 million program related investment which is a non-interestbearing loan, recoverable within five years.

(3) Purpose - To provide direct loans that continue to serve the facility needs ofquality public charter schoolsin the District of Columbia.

(4) Amount Expended by Grantee/Borrower - Grantee/Boffower has provided financial reports to theFoundation related to the program related investment loans indicating that all ofthe loan funds received onDecember 15,2011 and June 28,2012 have been deployed and continue to be used in accordance with thepurpose of the loan as stated in the terms of thê program related investment loan agreement.

(s) Diversion - To the knowledge of the Foundation, and based on the information furnished by theGrantee/Borrower, no part of the program-related investment loan funds have been used for anything otherthan its intended charitable purpose.

Date of Report from Grantee/Borrower - Date of financial repofi was September 12,2016.(6)

(7) Grantor Verification - The Grantee/Borrower has provided the Foundation a letter stating that it has compliedwith the terms of the Foundation's grant through its most recent year-ending December 31,2015. In addition,the grantee has provided the Foundation with a copy of its audited financiai statements for the year-ended

December 31,2015. The Foundation has no reason to doubt the accuracy or reliability ofthe above reports;therefore, further verification by the Foundation was deemed unnecessary.

(8) Foundation Status - Private Non-Operating Foundation.

WALTON FAMILY FOUNDATION, INC.FORM 990-PFt3-3441466DECEMBER 31, 2015

ATTACHMENT 27

(2)



(1) Grantee -

Camp War Eagle, Inc.P.O. Box 2030Bentonville, AP.72712

Date and Amount of Grant - Various 2014 - $5,482,548Various 2015 - $5,940,882

(3) Purpose - To provide Camp War Eagle, Inc. ("Camp War Eagle") with funds to be used to operate a summercamp in Northwest Arkansas for the benefit of children of moderate to below moderate means. Camp WarEagle is a coeducational, non-denominational, multi-purposed activity; residential summer camp for childrenages 7 -17 of all ethnic and cultural backgrounds

(4) Amount Expended by Grantee - Based on the annual report, the grantee has expended all of the remaining$ 133,921 of the 2014 grant funds and $5,545,310 of the 2015 grant funds in accordance with the terms of thegrant agreements.

(5) Diversion - To the knowledge of the Foundation, and based on the information furnished by the grantee, nopart ofthe loan has been used for anything other than its intended purpose.

(6) Date of Report from Grantee - Date of annual report was October 31,2016

Grantor Verification - The grantee has provided the Foundation a letter stating that it has complied with theterms of the Foundation's grant through its most recent year-ending December 31, 2015. In addition, thegrantee has provided the Foundation with a copy of its audited financial statements for the year-endedDecember 31,2015. The Foundation has no reason to doubt the accuracy or reliability of the above report;therefore, further verification by the Foundation was deemed unnecessary.


(7)

WALTON FAMILY FOUNDATION, INC.FORM 99O.PFt3-3441466DECEMBER 31, 2015

ATTACHMENT 28



(1) Grantee -

(2)

(3)

(4)

(5)

(6)

(7)

Charter Fund, Inc.Dba CSGF Tennessee

350 Interlocken Blvd., Suite 390Broomfield;CO 80021

Date and Amount of Grant - July 25, 2013 - $ 1 ,000,000- December 4,2014 - $1,000,000

Purpose - To provide support to scale a number of excellent public charter schools operating in Memphisand Nashville into 4-5 Charter Management Organizations that will open 20 new public charter schools by2015.

Amount Expended by Grantee - Based on the annual report, the grantee has expended all of the remaining

funds ($536,567) received on July 25,2013, and $600,000 of the funds received December 4,2074, inaccordance with the terms of the grant agreement.

Diversion - To the knowledge of the Foundation, and based on the information furnished by the grantee, no

part ofthe grant has been used for anything other than its intended purpose.

Date of Report from Grantee-Date of annual report was May 18,2016.

Grantor Verification - The grantee has provided the Foundation a letter stating that it has complied with the

terms of the Foundation's grant through its most recent year-ending December 31, 2015. In addition, the

grantee has provided the Foundation with a copy of its audited financial statements for the year-ended

December 31 , 2075 . The Foundation has no reason to doubt the accuracy or reliability of the above reports;

therefore, further verification by the Foundation was deemed unnecessary.

(8) Foundation Status - Private Operating Foundation


ATTACHMENT 29


Statement Pursuantto Reg. Sec. 53.4945-5(d):

(1) Grantee -

Charter Fund, Inc.350 Interlocken Blvd., Suite 390Broom{ield, CO 80021

(2) Date and Amount of Grant - December 20,2A'12 - $2,000,000

Purpose - To provide support for a six-year initiative to grow charter management organizations and stand-

alone charter schools in New Orleans.

Amount Expended by Grantee - Based on the annual report, the grantee has expended $544,493 of the($824,700) remaining grant funds received in calendar 2012 and in accordance with the terms of the grantagreement.

Diversion - To the knowledge of the Foundation, and based on the information furnished by the grantee, nopart ofthe grant has been used for anything other than its intended purpose.

(6) Date of Report from Grantee - Date of annual report was May 18, 2016.

(7) Grantor Verification - The grantee has provided the Foundation a letter stating that it has complied with theterms of the Foundation's grant through its most recent year-ending December 31, 2015. In addition, thegrantee has provided the Foundation with a copy of its audited financial statements for the year-endedDecember 31,2015. The Foundation has no reason to doubt the accuracy or reliability ofthe above reports;therefore, further verification by the Foundation was deemed unnecessary.


(3)

(4)

(s)

\ryALTON FAMILY FOUNDATTON, INC.FORM 99O.PFt3-3441466DECEMBER 31,2015

ATTACHMENT 30

(2)



(l) Grantee -

Charter Fund, Inc.350 Interlocken Blvd., Suite 390Broomfield, CO 80021

Date and Amount of Grant - Various 2014 - $4,750,000December 8, 2015 - $2,250,000

(3) Purpose - To provide startup support to approximately 32high performing individual public charter schools

(4) Amount Expended by Grantee - Based on the annual report, the grantee has expended all the remaining($1,350,000) received in2014, and $1,650,000 ofthe grant funds received December 8,2015 in accordancewith the terms of the grant agreements.

(5) Dìversion - To the knowledge of the Foundation, and based on the information furnished by the grantee, nopart ofthe grant has been used for anything other than its intended purpose.

(6) Date of Report from Grantee - Date of annual report was May I 8, 20 l6

(7) Grantor Verification - The grantee has provided the Foundation a letter stating that it has complied with theterms of the Foundation's grant through its most recent year-ending December 31, 2015. In addition, thegrantee has provided the Foundation with a copy of its audited financial statements for the year-endedDecember 37,2015. The Foundation has no reason to doubt the accuracy or reliability ofthe above report;therefore, further verification by the Foundation was deemed unnecessary.



ATTACHMENT 31



(l) Grantee/Borro.¡/er-

(2)

(3)

(4)


Date and amount of program-related investment loan - December 27,2007 - S2,500,000

- September 29,2011 - $2,500,000

- August 22,2013 - $2,500,000

- December 18,2014 - $2,500,000

Amount represents advances against a $ I 0.0 million program related investment revolving loan which bearsa three percent (3%) interest rate. Loan is due and payable on February 1,2028.

Purpose - To provide streamlined facility financing to charter school management organizations (CMOs) forthe acquisition, construction, renovation and leasehold improvement of quality public charter schoolfacilities.

Amount Expended by Grantee/Bonower - The Grantee/Borrower has provided financial reports to theFoundation related to the program related investment loan of $2,500,000, $2,500,000, $2,500,000,$2,500,000 made on December 27,2007, September 29,2011, August 22,2013 and December 18,2014respectively, indicating that all loan proceeds have been and continue to be used in accordance with thepurpose of the loan as stated in the terms of the program related investment loan agreement.

Diversion - To the knowledge of the Foundation, and based on the information furnished by theGrantee/Borrower, no part of the program-related investment loan will be used for anything other than itsintended purpose.

(6) Date of Report from Grantee/Borrower - Date of latest financial report was July 22,2016.

(7) Grantor Verification - The Grantee/Borrower has provided the Foundation a letter stating that it has compliedwiththetermsoftheFoundation'sgrantthroughitsmostrecentyear-endingDecember3l,20l5. Inaddition,the grantee/borrower has provided the Foundation with a copy of its audited financial statements for the year-ended December 31,2075. The Foundation has no reason to doubt the accuracy or reliability ofthe abovereports; therefore, further verification by the Foundation was deemed unnecessary.


(5)

\ryALTON FAMILY FOUNDATION, INC.FORM 99O.PF13-3441466DECEMBER 31,2015

ATTACHMENT 32

(3)

(4)



(l) Grantee -


(2) Date and Amount of Grant - November 15,2012 - S6,900,000November 21,2013 - $7,000,000December 8, 2015 - $7,000,000

Purpose - To support the creation and expansion of public charter school networks and managementcompanies nationally.

Amount Expended by Grantee/Bono'\Mer - Based on its annual report, the grantee has expended theremaining $961,545 of the grant funds received on November 15, 2012 and the $7,000,000 received onNovember 21,2013 and $280,004 of the $7,000,000 received on December 8, 2015 in accordance with theterms of the grant agreement.

Diversion * To the knowledge of the Foundation, and based on the information furnished by the Grantee,no part of the grant will be used for anything other than its intended purpose.

Date of Report from Grantee - Date of latest financial report was May 18, 2016.

Grantor Verification - The Grantee has provided the Foundation a letter stating that it has complied with theterms of the Foundation's grant through its most recent year-ending December 31,2015. In addition, thegrantee has provided the Foundation with a copy of its audited financial statements for the year-endedDecember 31 , 2015. The Foundation has no reason to doubt the accuracy or reliability ofthe above reports;therefore, further verification by the Foundation was deemed unnecessary.


(5)

(6)

(7)

WALTON FAMILY FOUNDATION, INC.FORM 99O.PF13-3441466DECEMBER 31,2015

ATTACHMENT 33

(2)

(3)

(4)



(1) Grantee -


Date and Amount of Grant - December 15,201I - $1,000,000

Purpose - To support the Florida Charter School Growth Fund, a new $30 million public -private fundinvesting in the development and scale up of outstanding charter networks serving primarily low-incomeand minority students.

Amount Expended by Grantee - Based on the annual report, the grantee has expended $125,000 oftheremaining ($844,385) grant funds received on December 15,2011 in accordance with the terms ofthe grantagreement.

(5) Diversion - To the knowledge of the Foundation, and based on the information furnished by the Grantee,no part ofthe grant will be used for anything other than its intended purpose.

(6)

(7)

Date of Report from Grantee/Borrower - Date of latest financial report v/as May 1 8, 2016

Grantor Verification - The Grantee/Borrower has provided the Foundation a letter stating that it hascomplied with the terms of the Foundation's grant through its most recent year-ending Decemb er 3l , 2015 .In addition, the grantee/borrower has provided the Foundation with a copy of its audited financial statementsfor the year-ended December 31,2015. The Foundation has no reason to doubt the accuracy or reliabilityof the above reports; therefore, further verification by the Foundation was deemed unnecessary.


WALTON FAMILY FOUNDATION, INC.FORM 99O.PF13,3441466DECEMBER 31, 2015

ATTACHMENT 34




Exalt Education1818 N. Taylor Street #353Little Rock, AR72207

Date and Amount of program related investment - July 31, 2011 - $600,000

Purpose - Non-interest bearing loan to provide working capital to allow borrower to improve its business

model and operations.

Amount Expended by Grantee/Bonower - The Grantee/Borrower has provided financial reports to the

Foundation and all $600,000 ofloan proceeds have been used in accordance with the purpose ofthe loan as

stated in the terms of the program related investment loan agreement.

Diversion - To the knowledge of the Foundation, and based on the information furnished by the

grantee/borrower, no part ofthe loan has been used for anything other than its intended purpose.

Date of Report from Grantee/Borrower - Date of annual report was September 26,2016.

The Grantee/Borrower has provided the Foundation a letter stating that it has complied with the terms of the

Foundation's grant through its most recent year-ending June 30,2015. In addition, the grantee/borrower has

provided the Foundation with a copy ofits audited financial statements for the year-ended June 30, 2015.

The Foundation has no reason to doubt the accuracy or reliability ofthe above reports; therefore, furtherverification by the Foundation was deemed unnecessary.

(8) Foundation Status - Received public charity status subsequent to the receipt ofthe listed grant.

(2)

(3)

(4)

(s)

(6)

(7)

WALTON FAMILY FOUNDATTON, INC.FORM 990-PF13-3441466DECEMBER 31,2015

ATTACHMENT 35



(l) Grantee/Borrower

Exalt Education1 81 8 N. Taylor Street #353Little Rock, AR72207

Date and Amount of program related investment - July 14, 2011 - $300,000

Purpose - Non-interest bearing loan to provide working capital to allow borrower to improve its businessmodel and operations.

(4) Amount Expended by Grantee/Boffower - The Grantee/Borrower has provided financial reports to theFoundation and the loan proceeds of $300,000 have been and continue to be used in accordance with thepurpose of the loan as stated in the terms of the program related investment loan agreement.

(s) Diversion - To the knowledge of the Foundation, and based on the information furnished by thegrantee/borrower, no part ofthe loan has been used for anything other than its intended purpose.

(6) Date of Report from Grantee/Borrower - Date of annual report was September 26, 2016

(7) The Grantee/Borrower has provided the Foundation a letter stating that it has complied with the terms of theFoundation's grant through its most recent year-ending June 30,2015. In addition, the grantee/borrower has

provided the Foundation with a copy of its audited financial statements for the year-ended June 30, 2015.The Foundation has no reason to doubt the accuracy or reliability of the above reports; therefore, furtherverification by the Foundation was deemed unnecessary.


(2)

(3)

\ryALTON FAMILY FOUNDATION, INC.FORM 990-PFt3-3441466DECEMBER 31, 2015

ATTACHMENT 36

(2)



(1) Grantee -

(3)

(4)

(s)

(6)

(7)

e-STEM Public Charter Schools200 River Market Drive, Suite 225Little Rock, AP.72201

Date and Amount of program related investment - Various 2008 - $2,909,000March 31,2009 -928,342

Purpose - Five year, no interest loan to provide funding to renovate certain real properly located at 1 12 WestThird Street, Little Rock, AR to be used as a new charter school.

Amount Expended by Grantee - The Grantee/Borrower has provided financial reports to the Foundation andthe loan proceeds of $2,937,342 have been and continue to be used in accordance with the purpose of theloan as stated in the terms of the program related investment loan agreement. As of December 31,2015, theBorrower has repaid 5146,867 on the amount advanced.

Diversion - To the knowledge of the Foundation, and based on the information furnished by thegrantee/borrower, no part ofthe program related investment has been used for anything otherthan its intendedcharitable purpose.

Date of Report from Grantee/Borrower - Date of financial report was August 24, 2016.

Grantor Verification - The Grantee/Borrower has provided the Foundation a letter stating that it has compliedwith the terms of the Foundation's grant through December 37, 2075. In addition, the grantee has providedthe Foundation with a copy of its audited financial statements for the year-ended June 30, 2015. TheFoundation has no reason to doubt the accuracy or reliability of the above reports; therefore, furtherverification by the Foundation was deemed unnecessary.

(8) Foundation Status -Received public charity status subsequent to the receipt ofthe listed grants.


ATTACHMENT 37

(2)



(1) Grantee -

Newark Charter School Fund60 Park Place, 17th FloorNewark, NJ 07102

Date and Amount of Grant-December 18,2014 - $1,875,000

-November 19,2015 - $1,875,000

(3) Purpose - To invest in expanding the enrollment in Newark K-12 high performing public charter schools.

(4) Amount Expended by Grantee - Based on the annual report, the grantee has expended all of the remaininggrant funds ($661,680) received on December 18,2014 and $1,209,850 ofthe $1,875,000 funds received onNovember 19,2015, in accordance with the terms of the grant agreement.


(5)

(6) Date of Report from Grantee - Date of annual report was June2,2016.

(7) Grantor Verification - The grantee has provided the Foundation with the required reports. The Foundationhas no reason to doubt the accuracy or reliability ofthe above report; therefore, further verification by theFoundation was deemed unnecessary.


\ryALTON FAMILY FOUNDATION, INC.FORM 990-PF13-3441466DECEMBER 310 2015

ATTACHMENT 38

PART VII-B; LINE 5(c) - EXPENDITURE RESPONSIBILITY


(1) Grantee -

(2)

(3)

The Peel Compton Foundation312 N. Main StreetBentonville, AR72712

Date and Amount of Grant - Various 2015 - $638,451

Purpose - To provide The Peel Compton Foundation ("Peel") with funds to be used in the development and

maintenance of Compton Gardens, a community park in Bentonville, Arkansas which is a haven of Arkansaswildlife and plant life offering residents a secluded experience ofnature and which is used to educate schoolchildren in the area about Arkansas' natural environment and for the preservation ofhistorically significantstructures in Benton County, Arkansas.

Amount Expended by Grantee - Based on the annual report, the grantee has expended all grant funds receivedin2015 in accordance with the terms of the grant agreements.


(6) Date of Report from Grantee - Date of annual report was August 25,2076 and August 30,2016.

(7) Grantor Verification - The grantee has provided the Foundation with the required reports. The Foundationhas no reason to doubt the ãccuracy orieliability ofthe above reports; therefore, further verification by theFoundation was deemed urìnecessary.


(4)

(5)


ATTACHMENT 39

PART VII-B: LINE 5(c). EXPENDITURE RESPONSIBILITY


(1) Grantee -

(2)

(3)

(4)

(5)

Sociedad de Historia Natural Niparaja, ACRevolucion 430 Colonia EsteritoLaPaz Baja, CA 23020

Date and Amount of Grant - Various 2014 - $224,000Various 2015 - $224,000

Purpose - to continue to advance several strategies to conserve the marine resources ofthe Lower GulfofCalifornia, including marine protected areas and fisheries projects in Cabo Pulmo National Park, MagdalenaBay, Espiritu Santo National Park, and the fishing corridor between La Paz and Loreto.

Amount Expended by Grantee - Based on the annual report, the grantee has expended all the remaining funds($8,866) of the grant funds received in calendar 2014 and $224,000 of the grant funds received in calendaryear 2015 in accordance with the terms of the grant agreement.


Date of Report from Grantee - Date of arurual report was August 29,2016.

Grantor Verification - The grantee has provided the Foundation with the required reports. The Foundationhas no reason to doubt the accuracy or reliability ofthe above reports; therefore, further verification by theFoundation was deemed unnecessary.

(8) Foundation Status - Not Classified.

(6)

(7)

WALTON FAMILY FOUNDATION, INC.FORM 990-PFt3-3441466DECEMBER 31,2015

ATTACHMENT 40




(2)

(4)

(3)

Charter School Financing Partnership, LLCOne Washington Mall, 12th FloorBoston, MA 02108

Date and amount of program-related investment loan - December 22,2010 - $2,850,000December 15,2011 - $650,000

Amounts represent advances against a $3.5 million program related investment which is a non-interest bearingloan, recoverable within ten years. As of December 31,2015, the Borrower has repaid $720,135 on the

amounts advanced.

Purpose - Ten year Credit Enhancement loan to assist charter schools with access to the bond market to financeor reflrnance their facilities.

Amount Expended by Grantee - Based on the annual report, the borrower has deployed all ofthe loan proceeds

received on December 22, 2010 and December 15, 2011 as stated in the terms of the program related

investment loan agreement.

Date of Report from Grantee/Borrower - Date of the annual report was September 15,2016.


Grantor Verification - The Foundation has no reason to doubt the accuracy or reliability ofthe above report;therefore, further verification by the Foundation was deemed unnecessary. In addition, the grantee has

provided the Foundation with an independent audit report of its financial statements for the year-ended

December 37,2015.

(8) Foundation Status - Received public charity status subsequent to the receipt ofthe listed grants

(5)

(6)

(7)

WALTON FAMILY FOUNDATION, rNC.FORM 99O.PFt3-3441466DECEMBER 31, 2015

ATTACHMENT 41



(1) Grantee -

(3)

(4)

(2)

Project Gatehouse Endowment1110 Post Oak PlaceWestlake, TX76262

Date and Amount of Grant - October 24, 2013 - $ 1,250,000

-July 31,2014 - $1,250,000

- September 3, 2015 - $ I ,250,000

Purpose - To provide matching funding to support the Project Gatehouse Endowment ("Endowment"). TheEndowment shall support the operations and programming of "The Gatehouse" living community for womenand children in crisis.

Amount Expended by Grantee - Based on the annual report, the grantee has established various investmentaçcounts which are directed by the Investment Committee of the Board of Directors to maintain theendowment funds in accordance with the terms of the endowment grant.


(6) Date of Report from Grantee - Date of financial report was July 27 , 2016


(8) Foundation Status - Received public charity status subsequent to the receipt ofthe listed grants.

(5)


ATTACHMENT 42



(1) Grantee -

(2)

(3)

(4)

(s)

SySTEM Phoenix1301 E. Almeria RoadPhoenix, A285006

Date and Amount of Grant - December 3,2013 - $30,000

Purpose - Preauthorization grant for the start-up ofa charter school.

Amount Expended by Grantee - Based on the annual report, the grantee expended all of the remaining funds(29,695) in 2015.


(6) Datç of Report from Grantee - Date of financial report was September 20,2016.

(7) Grantor Verification - The grantee has provided the Foundation with the required reports. The Foundationhas no reason to doubt the accuracy or reliability ofthe above report; therefore, further verifltcation by theFoundation was deemed unnecessary.


\ryALTON FAMILY FOUNDATION, INC.FORM 990-PFl3-3441466DECEMBER 31,2015

ATTACHMENT 43



(1) Grantee -

(2)

(3)

Kimbell Art Museum3333 Camp Bowie BlvdFort Worth, TX76107

Date and Amount of Grant - April 2,2015 - $50,000

Purpose - To provide general operating support to the museum which was used to support the free publiclectures that promote visual arts and strengthen our community relations.

Amount Expended by Grantee - Based on the annual report, the grantee has expended all ofthe grant funds

received in calendar 2015 in accordance with the terms of the grant agreement.

Diversion * To the knowledge of the Foundation, and based on the information furnished by the grantee, nopart ofthe grant has been used for anything other than its intended purpose.

Date of Report from Grantee - Date of financial report was January 5,2016.

Grantor Verification - The grantee has provided the Foundation with the required reports. The Foundationhas no reason to doubt the accuracy or reliability ofthe above report; therefore, further verification by the

Foundation was deemed unnecessary.

Foundation Status - Private Operating Foundation

(4)

(s)

(6)

(7)

(8)

WALTON FAMTLY FOUNDATION, INC.FORM 99O.PFt3-3441466DECEMBER 31, 2015

ATTACHMENT 44



(l) Grantee -

Sea Sanctuaries Trust33 Jalan Pucuk Bang, Br. Tangtu, KesimanBali, Indonesia

Date and Amount of Grant - January 16,2014 -$52,900

Purpose - To continue to consolidate management and enforcement activities in two no-take zones, totalingnearly 70,000 hectares, within the Bird's Head Seascape, a priority marine geography for the foundation. Sea

Sanctuaries Trust began this work in mid-2010 as a sub grantee of the Nature Conservancy.

(2)

(3)

(s)

(4) Amount Expended by Grantee - Based on the annual report, the grantee has expended$3'7,762 of theremaining (39,644) of funds received January 16,2014 in accordance with the terms of the grant agreement.


(6) Date of Report from Grantee - Date of financial report was August 18,2016.

(7) Grantor Verification - The grantee has provided the Foundation with the required reports. The Foundation

has no reason to doubt the accuracy or reliability ofthe above report; therefore, further verification by the



WALTON FAMTLY FOUNDATION, rNC.FORM 990-PF13-3441466DECEMBER 31, 2015

ATTACHMENT 45



(1) Grantee -

Sumar, Voces por la Naturaleza, A.C.Privada ljniversidad l3-B. Colonia San BenitoHermosillo, Sonora Mexico 83190

(2) Date and Amount of Grant - Various 2014 - 572,700

Purpose - To create three rights-based fisheries pilot projects within Marismas Naccionales, a nationallyimportant mangrove system in Mexico. The three projects would be community driven and governmentsupported, combining territorial user rights for fisheries (TURF) to restrict access and fishing gears with no-take zones to protect critical habitats.

Amount Expended by Grantee - Based on the annual report, the grantee has expended all of the remaining(69,024) of the grant funds received in calendar 2014 in accordance with the terms of the grant agreement.

Diversion - To the knowledge of the Foundation, and based on the information fumished by the grantee, nopart ofthe grant has been used for anything other than its intended purpose.

Date of Report from Grantee/Borrower- Date of financial report \¡/as August 26,2016.



Foundation Status - Not Classified.

(3)

(4)

(5)

(6)

(7)

(8)


ATTACHMENT 46



(1) Grantee - 2

(2)

(3)

Pronatura Noroeste A.C.Calle Décima No. 60, (Esq Ryerson) Zona Centro Ensenada

Baja California22800

Date and Amount of Grant - November 24, 2015 - $442,215

Purpose - To continue conservation and restoration ofpriority wetland and riparian areas ofthe ColoradoRiver Delta in Mexico and to secure a successor to the binational Minute 319 agreement between Mexicoand the U.S.

Amount Expended by Grantee - Based on the annual report, the grantee had not yet expended any ofthegrant funds received on November 24,2075.


(6) Date of Report from Grantee/Borrower - Date of financial report was August 31 , 2016

\t) Grantor Verification - The grantee has provided the Foundation with the required reports. The Foundationhas no reason to doubt the accuracy or reliability ofthe above report; therefore, further verification by the



(4)

(5)


ATTACHMENT 47



(l) Grantee -

ISEAL AllianceThe Wenlock Centre, 50-52 Wharf RoadLondon, UKNl 7EU

Date and Amount of Grant - October 9,2014 - 575,297

- February 26,2015 - 575,296

(3) Purpose - To produce a code of good practice to govem the labeling practices of standard setting and

certification bodies and the sustainability claims associated with these labels. The objective is to establish

baseline requirements for such claims in order to ensure label credibility with buyers and end users.

(4) Amount Expended by Grantee - Based on the annual report, the grantee has expended all of the remaining($16,918) in grant funds received on October 9,2014 and all of the grant funds received February 26,2015in accordance with the terms of the grant agreement.



(6) Date of Report from Grantee/Borrower - Date of financial report was August 31 , 2016.

(7) Grantor Verification - The grantee has provided the Foundation with the required reports. The Foundationhas no reason to doubt the accuracy or reliability ofthe above report; therefore, further verifrcation by the



(2)

(s)

WALTON FAMILY FOUNDATION, INC.FORM 99O.PF13-3441466DECEMBER 310 2015

ATTACHMENT 48



(1) Grantee -

(2)

(3)

NOS Noroeste Sustentable, A.C.Transbordadores s/n entre Sinaloa e Inalámbrica, Col. El ManglitoLaPaz, Baja California Sur 23060


Purpose - To continue grantee's work in two priority regions, the Bay of La Paz and the Upper Gulf ofCalifornia, to restore fisheries resources and create well managed, sustainable fisheries.


received in 2015 in accordance with the terms of the grant agreement.


(6) Date of Report from Grantee/Borrower - Date of financial report was August 31 , 2016.

(7) Grantor Verification - The grantee has provided the Foundation with the required reports. The Foundationhas no reason to doubt the accuracy or reliability ofthe above report; therefore, further verification by the



(4)

(5)


ATTACHMENT 49



(1) Grantee -

Centro Mexicano de Derecho Ambiental, A.C. (CEMDA)Atlixco 138, Colonia CondesaMexico City, Mexico 06140

Date and Amount of Grant - Various 2014 - 5125,000

- Various 2015 - $125,111

Purpose - To secure, via legal means, lasting and meaningful protection for priority places, including: Cabo

Pulmo National Park, Loreto Bay National Park, Parque Nacional Espiritu Santo and Magdalena Bay/Gulfof Ulloa. At the same time, they will work to develop a regulatory roadmap for the region to support

sustainable fishing in northwest Mexico.

Amount Expended by Grantee - Based on the annual report, the grantee has expended all of the remaining($34,936) received in2014 and $87,879 of the grant funds received in 2015 in accordance with the terms ofthe grant agreement.



Date of Report from Grantee/Borrower-Date of financial report was August 30,2016.



Foundation Status * Not Classified.

(2)

(3)

(4)

(5)

(6)

(7)

(8)

WALTON FAMILY FOUNDATTON, rNC.F'ORM 99O.PFt3-3441466DECEMBER 31, 2015

ATTACHMENT 50



(1) Grantee -

(2)

(3)

(4)

(s)

Centro Mexicano ParaLa Defensa Del Medio Ambiente A.C. (DAN)Calle Decima N 60-CEnsenada, Baj a California, 22800 Mexico

Date and Amount of Grant - October 31, 2014 - $30,000

- March 12,2015 - $40,000

Purpose - To evaluate the degree to which the Mexican government complies with fisheries laws and

implement initial actions to correct underachievement and promote accountability.

Amount Expended by Grantee - Based on the annual report, the grantee has expended all of the remaining(20,645) received on October 37, 2014 and all of the $40,000 grant funds received March 12, 2075 inaccordance with the terms of the grant agreements.



Date of Report from Grantee/Borrower - Date of f,rnancial report was August 20,2016.

Grantor Verification - The grantee has provided the Foundation with the required reports. The Foundation




(6)

(7)


ATTACHMENT 51

PART VII-B; LINE 5(C) - EXPENDITURE RESPONSIBILITY


(1) Grantee -Charter Fund, Inc.Dba CSGF NOLA/Baton Rouge350 Interlocken Blvd., Suite 390Broomfield, CO 80021

(2) Date and Amount of Grant - December 12, 2014 - $888,000

-December 8,2015 - $1,630,000

(3) Purpose - To continue support of a six-year initiative to grow high-performing charter schools in Louisiana.

(4) Amount Expended by Grantee - Based on the annual report, the grantee has expended $800,000 ofthe grant

funds received December 72,2014 and none of the grant funds received in 2015, in accordance with the

terms of the grant agreement.

(s) Diyersion - To the knowledge of the Foundation, and based on the information furnished by the grantee, nopart ofthe grant has been used for anything other than its intended purpose.

(6) Date of Report from Grantee - Date of annual report was May 18, 2016





WALTON FAMTLY FOUNDATION, rNC.FORM 990-PFt3-3441466DECEMBER 31,2015

ATTACHMENT 52



(l) Grantee -

(2)

(3)

(4)

Circle Fresh Institute4255 Yarrow StWheat Ridge, CO 80033

Date and Amount of Grant - January 22, 2015 - $ I 10,000

Purpose - To Establish the Circle Fresh Institute.

Amount Expended by Grantee - Based on the annual report, the grantee has expended all ofthe grant fundsissued in 2015 in accordance with the terms of the grant agreement.


(6) Date of Report from Grantee/Borrower - Date of financial report \ryas May 15, 2015




(s)

WALTON FAMILY FOUNDATION, INC.F'ORM 990-PFt3-3441466DECEMBER 31,2015

ATTACHMENT 53



(1) Grantee -

(2)

(3)

(4)

(s)

Comunidada v Biodiversidad, A.C. (COBÐIsla del Peruano #215, Colonia Lomas de Miramar, CP 85448Guaymas, Sonora Mexico


Purpose - To close the conditions imposed on the Monterey sardine fishery by the Marine StewardshipCouncil in the 201 1 certifìcation, and to prepare the fishery for recertification in 2016. COBI will be workingin collaboration with CANAINPES (the fishing industry association that is the client for the certification),INAPESCA (the fisheries science agency in Mexico), and a group of sardine experts.



(6) Date of Report from Grantee/Borrower - Date of financial report was August 29, 2016.




ATTACHMENT 54

(2)

(3)



(l) Grantee -

(4)

(5)

Comunidada v Biodiversidad, A.C. (COBÐIsla del Peruano #215, Colonia Lomas de Miramar, CP 85448Guaymas, Sonora Mexico

Date and Amount of Grant - September 25,2014 - $200,000

- Various 2015 - $550,000

Purpose - To strengthen the marine reserve network along the Pacific Coast of the Baja California peninsula,

promote the sustainable management of the yellowtail fishery, improve public policy related to fisheriesmanagement, and build the capacities of community and fishery cooperative leaders. By the end of the grantperiod, COBI will have helped create a network of four community-based Territorial Use Rights for Fisheries(TURF)/reserves on the Pacific Coast of the Baja California Peninsula, formally recognized by the Mexicanfederal government, supported by a team of trained and certified community divers and with a plan forongoing and future financial sustainability.

Amount Expended by Grantee - Based on the annual report, the grantee has expended all of the remaining(52,857) of the grant funds issued in2014 and $522,839 of the funds issued in 2015 in accordance with theterms of the grant agreement.

Diversion - To the knowledge of the Foundation, and based on the information fumished by the grantee, nopart ofthe grant has been used for anything other than its intènded purpose.

(6) Date of Report from Grantee/Borrower - Date of financial report was August 22,2016




\ryALTON FAMILY FOUNDATION, INC.FORM 99O.PFt3-3441466DECEMBER 31,2015

ATTACHMENT 55



(l) Grantee -

Louisiana Delta Adventures, Inc.P.O Box 368Newellton, LA71357

(2) Date and Amount of Grant - October 09,2014 - $118,000

(3) Purpose - To support efforts to develop Northeast Louisiana as a nature tourism destination. Funds will be

used to build capacity in the region to promote nature-based, agro- and cultural tourism.

(4) Amount Expended by Grantee - Based on the annual report, the grantee has expended all of the remaining($50,347) of the grant funds issued tn20l4 in accordance with the terms of the grant agreement.

(5) Diversion - To the knowledge of the Foundation, and based on the information furnished by the grantee, no


(6) Date of Report from Grantee/Borrower - Date of financial report was August 11,2016.

(7) Grantor Verification - The grantee has provided the Foundation with the required reports. The Foundationhas no reason to doubt the accuracy or reliability ofthe above report; therefore, fuither verification by the




ATTACHMENT 56

(3)



(l) Grantee -

Noroeste SustentableCol. El Manglito C.P.23060LaPaz, Baja CA Sur, Mexico 23060

(2) Date and Amount of Grant - December 4 , 2014 - $ 17,000

Purpose - To support avanety of projects, prototypes and community benefits (scholarships, sports team

sponsorships, etc.) that are developed by Mangle partners, and are consistent with the Mangle ProgramObjectives of Ecological Restoration, Community Engagement, and Economic Development., and methods

of incubation, collaboration, convening, systemic thinking, etc.

Amount Expended by Grantee - Based on the annual report, the grantee has expended all of the remaining($17,000) ofthe grant funds issued in2014 in accordance with the terms of the grant agreement.



Date of Report from Grantee/Borrower - Date of financial report was August 10,2016.




(4)

(s)

(6)

(7)


ATTACHMENT 57

PART VII.BI LINE 5(C). EXPENDITURE RESPONSIBILITY


(1) Grantee -

(s)

(2)

(3)

Pronatura Noroeste A.C.Calle Décima N 60, Zona CentroEnsenada, BC, Mexico 22800

Date and Amount of Grant - August 14,2014 - $60,000Various 2015 - $120,000

Purpose - To continue a regional initiative aimed at improving marine protected areas, as well as recoveringand conserving key fishing resor¡rces in the Gulf of California. The work will advance strategies whichestablish marine protected areas in key sites and complement that work by establishing management plans

and guidelines for key fisheries resources in the same regions.

Amount Expended by Grantee - Based on the annual report, the grantee has expended all of the remaining($151) of the grant funds issued in2014 and all of the $120,000 of the grant funds issued in 2015 inaccordance with the terms of the grant agreement.



Date of Report from Grantee/Borrower - Date of financial repoft was August 22,2016.



Foundation was deemed unneÇessary.


(4)

(6)

(7)

\üALTON FAMILY FOUNDATION, INC.FORM 99O.PFt3-3441466DECEMBER 31,2015

ATTACHMENT 58



(1) Grantee -

(2)

(3)

(4)

(5)

(6)

(7)

(8)

Pronatura Noroeste A.C.Calle Décima N 60, Zona CentroEnsenada, BC, 22800, Mexico


- Various 2015 - $445,598

Purpose - To conserve and restore priority wetland and riparian areas of the Colorado River Delta in BajaCalifornia and Sonora, Mexico.

Amount Expended by Grantee - Based on the annual report, the grantee has expended all of the remainingfunds issued ín2014 and all of the grant funds issued in 2015 in accordance with the terms of the grant

agreement.


Date of Report from Grantee/Borrower - Date of financial report was August 37, 2016





ATTACHMENT 59



(1) Grantee -

Results in Education FoundationDIBIA Education Post1360 North Milwaukee Avenue, #3

Chicago, IL 60622

(2) Date and Amount of Grant - Various 2015 - $1,000,000

Purpose - To support the launch and start-up of a new 50 1 (c) 3 organization created to build public support

for needed changes in public education.

(4) Amount Expended by Grantee - Based on the annual report, the grantee has expended $909,249 in grant

funds issued in2015 in accordance with the terms of the grant agreement.



Date of Report from GranteelBorrower- Date of financial report was September 6,2016.

(3)

(6)




\ryALTON FAMILY FOUNDATION, INC.FORM 990-PFt3-3441466DECEMBER 31,2015

ATTACHMENT 60



(1) Grantee -

(2)

(3)

(4)

(s)

Self Development Academy - Phoenix1709 N. Greenfield RoadMesa, AZ 85205


Purpose - To support the full request for a public charter school located in Phoenix, AZ.

Amount Expended by Grantee - Based on the annual report, the grantee has expended all of the remaining($20,000) of the grant funds issued in2014 in accordance with the terms of the grant agreement.

Dìversion - To the knowledge of the Foundation, and based on the information furnished by the grantee, nopart ofthe grant has been used for anything other than its intended purpose.

Date of Report from Grantee/Borrower - Date of f,rnancial report was September 8, 2016.

Grantor Verification - The grantee has provided the Foundation with the required reports. The Foundationhas no reason to doubt the accuracy or reliability ofthe above report; therefore, further verification by theFoundation was deemed unnecessary.


(6)

(7)

WALTON FAMILY FOUNDATION, INC.FORM 99O.PF13-3441466DECEMBER 31, 2015

ATTACHMENT 61

(2)



(1) Grantee -

(3)

(4)

(s)

SmartFish Rescate de Valor, A.C.Marquez de León 2395, esq con AltamiranoLaPaz, BCS Mexico 23000 Col. Centro

Date and Amount of Grant - October 23,2014 - $75,000* Various 2015 - $300,000

Purpose - To support Mexican artisanal fishers to fish responsibly and create new markets to secure

livelihoods and fisheries. SmartFish will work to refine their formula for improving small-scale, coastal

fisheries and will design and formalize a comûrercial solution to incentivize more sustainable artisanal

fisheries in Northwest Mexico.

Amount Expended by Grantee - Based on the annual report, the grantee has expended all of the remaining($17,009) of the grant funds issued in2014 and$228,404 of the grant funds received in 2015 in accordance

with the terms of the grant agreement.



Date of Report from Grantee/Borrower - Date of financial report was August 9,2016.





(6)

(7)


ATTACHMENT 62



(1) Grantee -

(2)

(3)

(4)

Achievement Network, LTD225 Fnend Street, Suite 704Boston, MA 02114

Date and Amount of Grant - November 5,2015 - $75,000

Purpose - to fund their program's expansion to Denver, Colorado.


issued in 2015 in accordance with the terms of the grant agreement.


parfofthe grant has been used for anything other than its intended purpose.

Date of Report from Grantee/Borrower - Date of financial report was September 8,2016.

Crantor Verification - The grantee has provided the Foundation with the required reports. The Foundationhas no reason to doubt the accuracy or reliability ofthe above report; therefore, further verification by the


(S) Foundation Status - Private Operating Foundation.

(s)

(6)

(t)

WALTON FAMILY FOUNDATION, INC.FORM 99O.PF13-3441466DECEMBER 31, 2015

ATTACHMENT 63



(l) Grantee -

The Atlantic Monthly Group, Inc.600 New Hampshire Ave.Washington, DC 20037

(2) Date and Amount of Grant - April 23,2015 - $285,000

(3)

(4)

(s)

(6)

(7)

Purpose -The purpose ofthe grant is to serve as a presenting level underwriter ofthe 2015 New York Ideas

program and the founding level underwriter of the 20 I 5 Education Summit.


Diversion - To the knowledge of the Foundation, and based on the information fumished by the grantee, nopart ofthe grant'has been used for anything other than its intended purpose.

Date of Report from Grantee/Borrower - Date of financial report 'was August 3l , 2016.




ATTACHMENT 64

PART VII-B; LINE 5(cl - EXPENDITIIRE RESPONSIBILITY


(1) Grantee -

The New York Times620 8th AvenueNew York, NY 10018

(2) Date and Amount of Grant - April 23,2015 - $350,000

Purpose - The purpose of the grant is to support The New York Times September 16-17 ,2015, Schools forTomorrow conference in New York City at the gold sponsorship level.



Date of Report from Grantee/Borrower - Date of financial report was September 7 , 2016.



(3)

(4)

(5)

(6)

(7)

(8)

WALTON FAMTLY FOUNDATION, INC.FORM 990-PFt3-3441466DECEMBER 31,2015

ATTACHMENT 65

PART VII-B: LINE 5(c). EXPENDITURE RESPONSIBILITY


(1) Grantee -

(s)

(2)

(3)

United Nations Organization for Education, Science and Culture GJNESCO)7, place de FontenoyF-75352 Paris 07 SP

Date and Amount of Grant - July l, 2014 - $200,000

Purpose - To support Grantee's work in improving skills of youth in Jordan impacted by the Syrian conflict.Grantee's efforts will help ensure that both Jordanian and Syrian youth, ages 13-21, benefit from educationalopportunities that cultivate important foundational and transferrable skills, but also psychosocial support andlife skills activities, to help improve their livelihoods.

Amount Expended by Grantee - Based on the annual report, the grantee has expended $199,131 ofthe($200,000) issued in 2014 in accordance with the terms of the grant agreement.


Date of Report from Grantee/Borrower - Date of financial report was May 31, 2016.




(4)

(6)

(7)

WALTON FAMILY FOUNDATION, rNC.FORM 990-PFt3-3441466DECEMBER 31, 2015

ATTACHMENT 66



(1) Grantee -

(2)

(3)

(4)

(5)

What is Missing Foundation39 Bond Street, 4th FloorNew York, NY 10012

Date and Amount of Grant - August 6,2014 - $37,500

-July 16,2015 - $37,500

Purpose - To support the research and creation of digital ecological histories for 10 U.S. waterways. Theresearch will focus on the Colorado River, Mississippi fuver, Missouri River, Chesapeake Bay, ColumbiaRiver, Everglades, Great Lakes, Hudson River, Rio Grande River and Ohio River.

Amount Expended by Grantee - Based on the annual report, the grantee has expended a1l of the remaining(919,972) of the grant funds issued in2014 and $17,'146 of the grant funds received in 2015 in accordancewith the terms of the grant agreement.




(8) Foundation Status * Private Operating Foundation.

(6)

(7)

WALTON FAMTLY FOUNDATION, INC.FORM 990-PF13-3441466DECEMBER 31,2015

ATTACHMENT 67



(1) Grantee -

Great Work Educational Holdings, Inc.P.O. Box 140931Edgewater, CO 80214

(2) Date and Amount of Grant - Various 2015 - ï1,227,142

Purpose - To support general operations, in particular, to hold, administer and manage property, and disburse

funds, to support charitable, educational and scientific organizations.

Amount Expended by Grantee - Based on the annual report, the grantee has expended $807,606 ofthe grant

funds issued in 2015 in accordance with the terms of the grant agreement'



Date of Report from Grantee/Borrower - Date of financial report \¡/as September 13, 2016.




Foundation Status - Private Operating Foundation.

(3)

(4)

(5)

(6)

(7)

(8)


ATTACHMENT 68



(l) Grantee -

UNSELF,Inc.4240l Switzedand Dr.P.O. Box 0077Big Bear Lake, CA92315

(2) Date and Amount of Grant - August 14,2014 - $73,530

- January 15, 2015 - 923,1 13

(3) Purpose - To support general operation costs.

(4) Amount Expended by Grantee - Based on the annual report, the grantee has expended all of the remaining($41,148) ofthe grant funds issued in2Al4 and all ofthe grant funds received in 2015 in accordance withthe terms of the grant agreement




(8) Foundation Status - Not Classified

(5)

\ryALTON FAMILY FOUNDATION, INC.FORM 99O.PFt3-3441466DECEMBER 31, 2015

ATTACHMENT 69

PART VII.B: LINE 5(c) - EXPENDITURE RESPONSIBILITY


(1) Grantee -Ag Technology and Environmental Stewardship Foundation, Inc.1255 SW Prairie Trail ParkwayAnkeny, IA 50023

(2) Date and Amount of Grant - Iune 25, 2015 - $ 100,000

Purpose - To explore how watershed management for flood reduction and practices for water qualityimprovement can be aligned to advance both issues.

(4) Amount Expended by Grantee - Based on the annual report, the grantee has expended all of the all of the

grant funds received June 25, 2015 in accordance with the terms of the grant agreement.


(6) Date of Report from Grantee - Date of arurual report was August 23, 2016



(8) Foundation Status - Private Non-Operating Foundation.

(3)

(s)

\ryALTON FAMTLY FOUNDATION' INC.FORM 990-PFt3-3441466DECEMBER 31, 2015

ATTACHMENT 70



(1) Grantee -

(2)

(3)

Access Montessoril4l6 NW 46th Street Suite 105-413Seattle, V/A 98107

Date and Amount of Grant - August 27,2015 - $3,675

Purpose - The purpose of the grant is to support the costs of up to seven founding members of the John

lVesley School attend the Grantee's Fundamentals of Montessori Education Course on July 20th-24th2015in Seattle, Washington.



Date of Report from Grantee/Borrower - Date of financial report was September 23, 2015 .

Grantor Verificatioir - The grantee has provided the Foundation with the required reports. The Foundationhas no reason to doubt the accuracy or reliability ofthe above reporl therefore, further verification by the



(4)

(s)

(6)

(7)

(8)


ATTACHMENT 71



(1) Grantee

(2)

(3)

Apex Collegiate Academy Charter School9700 Scenic HighwayBaton Rouge,LA70807

Date and Amount of Grant - May 21,2015 - $30,000

Purpose - The purpose ofthe grant is to support the full request as described in the Pre-Authorization Startupapplication dated January 6,2015 for a public charter school located in Baton Rouge, LA.

Amount Expended by Grantee - Based on the arurual report, the grantee has expended all ofthe grant fundsissued in 2015 in accordance with the terms of the grant agreement.


(6) Date of Report from Grantee/Borrower - Date of financial report was June 29,2076.



(4)

(s)


ATTACHMENT 72



(l) Grantee -

Aquaculture Stewardship CouncilP.O. 19107Utrecht, The Netherlands 3501DC

(2) Date and Amount of Grant - October 1,2015 - 5282,442

Purpose - The purpose of the grant is to drive agreement within the Standards and Ratings Initiative (also

called the Family of Standards), complete the Feed Standard, and ensure the long-term viability of the ASCas it transitions to supporting itself solely from eamed revenues.

Amount Expended by Grantee - Based on the annual report, the grantee has expended $68,788 ofthe fundsreceived on October 1,2075, in accordance with the terms of the grant agreement.

(s) Diversion - To the knowledge of the Foundation, and based on the information fumished by the grantee, no


(6) Date of Report from Grantee/Borrower - Date of financial report was August 23,2016




(3)

(4)


ATTACHMENT 73



(1) Grantee -

Association Montessori InternationaleKoninginneweg 161

Amsterdam, The Netherlands 1075CN

(2) Date and Amount of Grant - November 19,2015 - $170,665

(3) Purpose - The purpose of the grant is to support AMI develop a strategic plan and engage in earlyimplementation projects that will produce within five years, triple the number of AMl-prepared and supported

adults worHng with families and children to achieve signiflrcant social impact in the United States.

(4) Amount Expended by Grantee - Based on the annual report, the grantee has expended $21,534 ofthe grant

funds issued in 2015 in accordance with the terms of the grant agreement.



(6) Date of Report from Grantee/Borrower - Date of financial report was March 8,2016.




(5)

\üALTON FAMILY FOUNDATION, rNC.FORM 990-PF13-3441466DECEMBER 31, 2015

ATTACHMENT 74



(1) Grantee -

Building Hope910 17th Street NW #1100Washington, DC 20006


Purpose - The purpose of the grant is to provide technical assistance on facilities to charter schools inWashington, DC and to help develop more systemic solutions for getting charter schools access to buildings.

(4) Amount Expended by Grantee - Based on the annual report, the grantee has not expended any ofthe grantfunds issued on November 19,2015.

(5) Diversion - To the knowledge of the Foundation, and based on the information furnished by the grantee, nopart ofthe grant has been used for anything other than its intended purpose.

Date of Report from Grantee/Borrower - Date of financial report was September 8, 2016.

(3)

(6)

(7) Grantor Verification - The grantee has provided the Foundation with the required reports. The Foundationhas no reason to doubt the accuracy or reliability ofthe above report; therefore, further veriflrcation by the


(8) Foundation Status - Private Non-Operating Foundation

\MALTON FAMILY FOUNDATION, INC.FORM 990-PF13-3441466DECEMBER 31, 2015

ATTACHMENT 75



(1) Grantee -

Carnegie Foundation for Advancement Teaching51 Vista LaneStanford, CA 94305

(2) Date and Amount of Grant - February 26, 2015 - $ 1 5,000

Purpose -The purpose ofthe grant is to support the 2015 Summit on Improvement in Education. This support

allows the Summit to convene a projected 1,000 pre-K-12tbru postsecondary educators, innovators and

leaders over three days to promote and discuss the transformative change in education through improvementscience. The Summit will be held March 2-4,2015 at the Hyatt Regency, San Francisco Airport.

(4) Amount Expended by Grantee - Based on the annual report, the grantee has expended all ofthe grant funds

issued in 2015 in acçordance with the terms of the grant agreement.




(3)

(6)

(7) Grantor Verif,rcation - The grantee has provided the Foundation with the required reports. The Foundationhas no reason to doubt the accuracy or reliability ofthe above report; therefore, further verification by the




ATTACHMENT 76

PART VII.B: LINE 5(C) - EXPENDITURE RESPONSIBILITY


(1) Grantee -

(2)

(3)

(4)

(5)

Carnegie Foundation for Advancement Teaching51 Vista LaneStanford, CA 94305

Date and Amount of Grant - November 5,2015 - $15,000

Purpose - The purpose of the grant is to support the 2015 Summit on Improvement in Education.





(6) Date of Report from Grantee/Borrower - Date of financial report was August 25, 2016





\ryALTON FAMTLY FOUNDATION, INC.FORM 990-PFt3-3441466DECEMBER 31, 2015

ATTACHMENT 77



(l) Grantee -

(2)

(3)

(4)

(s)

(6)

(7)

(8)

Causa Natura, A.C.Ave. Nuevo Leon2l3,l04Colonia Hipodromo, CondesaDelegación Cuauhtemoc, Mexico C.P. 06100


Purpose - The purpose ofthe grant is to support efforts to increase public participation in and strengthen the

instituti onal infrastructure for fi sheries management.

Amount Expended by Grantee - Based on the annual report, the grantee has expended $50,886 ofthe funds

received on April 7 , 2015 , in accordance with the terms of the grant agreement.






Foundation Status * Not Classified.


ATTACHMENT 78



(1) Grantee -

Donnell-Kay Foundation, Inc.730 t7Ìh St. Suite 950Denver, CO 80202

(2) Date and Amount of Grant- Apnl23,2015 - $80,000

Purpose - The purpose ofthe grant is to support strategic planning endeavors that are critical to innovationand progress in Denver and across Colorado, including: ReSchool Colorado Strategy and Collective Funder

Strategy.





Date of Report from Grantee/Borrower - Date of financial report was September 7,2016.



Foundation was deemed unnec€ssary.

Foundation Status - Private Non-Operating Foundation.

(3)

(4)

(s)

(6)

(7)

(8)


ATTACHMENT 79

PART VII-B: LINE 5(c) - EXPENDITTIRE RESPONSIBILITY


(1) Grantee -

(2)

(3)

El Instituto El Mangle ACNayarit 49 Col. El ManglitoLaPaz, BCS, Mexico C.P.23060

Date and Amount of Grant - October 29 , 2015 - $ 1 01 ,667

Purpose - The purpose ofthe grant is to support efforts to increase public participation in and strengthen the

institutional infrastructure for fisheries management.

Amount Expended by Grantee - Based on the annual report, the grantee has expended 592,765 of the fundsreceived on October 29,2015 and returned the remaining $8,902 in accordance with the terms of the grant

agreement.



(6) Date of Report from Grantee/Borrower- Date of financial report v/as June 30, 2016




(4)

(5)


ATTACHMENT 80



(1) Grantee -

Fundacion Viento SurMalaga 529 depto 203Las CondesSantiago, Chile

(2) Date and Amount of Grant - August 20,2015 - $24,000

Purpose - The purpose of the grant is to support general operating cost in their efforts to further childdevelopment and education.



(6) Date of Report from Grantee/Borrower - Date of financial report was August 29, 2016




(3)

(4)

(s)

WALTON FAMTLY FOUNDATION, INC.FORM 990-PFt3-3441466DECEMBER 31,2015

ATTACHMENT 81



(1) Grantee -



Purpose * The purpose ofthe grant is to support general operating costs, in particular, to pay port, document,

transportation, and storage fees for medical supply containers.

Amount Expended by Grantee - Based on the annual report, the grantee has expended all ofthe grant fundsissued in 20 I 5 in accordance with the terms of the grant agreement.

(5) Diversion - To the knowledge of the Foundation, and based on the information fumished by the grantee, nopart ofthe grant has been used for anything other than its intended purpose.

Date of Report from Grantee/Borrower - Date of financial report was August 29,2016.(6)


has no reason to doubt the accuracy or reliability ofthe above report; therefore, further verifrcation by the



(3)

(4)


ATTACHMENT 82



(1) Grantee -


(2) Date and Amount of Grant - January 30,2015 - $10,000

(3) Purpose - The purpose ofthe grant is to support general operating costs, in particular, to pay port, document,

transportation, and storage fees for medical supply containers.

(4) Amount Expended by Grantee - Based on the annual report, the gtantee has expended all ofthe grant fundsissued in 2015 in accordance with the terms of the grant agreement.



(6) Date of Report from Grantee/Borrower - Date of financial report was June 30, 201 5.




(5)


ATTACHMENT 83



(1) Grantee -


(2) Date andAmountofGrant-February 5,2015- $7,000

Purpose - The purpose ofthe grant is to support Project CURE in particular, to pay port and storage fees formedical supply containers.


issued in 2015 in accordance with the terms of the gtant agreement.




G¡antor Verification - The grantee has provided the Foundation with the required reports. The Foundationhas no reason to doubt the accuracy or reliability ofthe above report; therefore, further verification by the



(3)

(4)

(s)

(6)

(7)

WALTON FAMTLY FOUNDATION, INC.FORM 99O.PFt3-3441466DECEMBER 31, 2015

ATTACHMENT 84



(1) Grantee -


(2) Date and Amount of Grant - June 30,2015 - 5320,417

(3) Purpose - The purpose ofthe grant is to suppoft Chilean education projects through organizations such as

Enseña Chile.

(4) Amount Expended by Grantee - Based on the annual report, the grantee has expended all ofthe grant fundsissued in 2015 in accordance with the terms of the grant agreement.


(6) Date of Report from Grantee/Borrower- Date of financial report was August 29,2016.



(5)


ATTACHMENT 85



(1) Grantee -

GSV Event Media LLC875 North Michigan.Avenue, Suite 3520Chicago, IL 60611

(2) Date and AmountofGrant-March 19,2015 - $150,000

(3) Purpose - The purpose of the grant is to provide support for the Grantee's sixth annual ASU+GSV Educationlnnovation Summit to be held April 6-8, 2015 in Scottsdale, Arizona.

(4) Amount Expended by Grantee - Based on the annual report, the grantee has expended all ofthe grant funds

issued in 20 I 5 in accordance with the terms of the grant agreement.



Date of Report from Grantee/Borrower - Date of financial report was August 25, 2016.(6)


Foundation was deemed unneçessary.


WALTON FAMILY FOUNDATTON' INC.FORM 99O.PFt3-3441466DECEMBER 31,2015

ATTACHMENT 86



(1) Grantee -

GSV Summit,LLC875 North Michigan Avenue, Suite 3520Chicago, IL 60611

(2) Date and Amount of Grant - November 12,2015 $100,000

(3)

(4)

(5)

Purpose - The purpose of the grant is to provide support for the Grantee's sixth annual ASU+GSV EducationInnovation Summit to be held April 6-8, 2015 in Scottsdale, Anzona.

Amount Expended by Grantee - Based on the annual report, the grantee did not expend any of the grant fundsissued in 2A15 in accordance with the terms of the grant agreement.


(6) Date of Report from Grantee/Borrower- Date of financial report was August 25,2016.

(7) Grantor Verification - The grantee has provided the Foundation with the required reports. The Foundationhas no reason to doubt the accuracy or reliability ofthe above report; therefore, further verif,rcation by theFoundation was deemed unnecessary.


WALTON FAMILY FOUNDATTON, INC.FORM 99O.PFt3-3441466DECEMBER 31, 2015

ATTACHMENT 87



(l) Grantee -

ISEAL Alliance50-52 Wharf Road, The Wenlock CenterLondon, United Kingdom NITEU

Date and Amount of Grant - October 8,2015 - $46,690

Purpose - The purpose of the grant is to coordinate work streams related to certifications and ratings throughthe end of2015.


Diversion - To the knowledge of the Foundation, and based on the information fumished by the grantee, nopart ofthe grant has been used for any,thing other than its intended purpose.

Date of Report from Grantee/Borrower - Date of financial report was August 31 , 2016



(2)

(3)

(4)

(s)

(6)

(7)

WALTON FAMILY FOUNDATION, INC.FORM 990-PF13-3441466DECEMBER 31, 2015

ATTACHMENT 88



(l) Grantee -

ISEAL Alliance50-52 Wharf Road, The Vy'enlock CenterLondon, United Kingdom N17EU

(2) Date and Amount of Grant - December 17 , 2015 - $500,000

(3) Purpose * The purpose ofthe grant is to identify and pilot ways to improve the efficacy, reduce costs and

increase impacts of certification systems across commodities and industry sectors.

(4) Amount Expended by Grantee - Based on the annual report, the grantee has not expended any ofthe grant

funds issued in 20 I 5.



Date of Report from Grantee/Borrower - Date of financial report 'was August 31, 2016.(6)





\ryALTON FAMILY FOUNDATION, INC.FORM 99O.PF13-3441466DECEMBER 31,2015

ATTACHMENT 89



(1) Grantee -

Laurel Oaks Charter SchoolP.O. Box 3782Baton Rouge,LA7082l

(2) Date and Amount of Grant - July 9, 2015 - $30,000

(3)

(4)

(5)

Purpose - The purpose ofthe grant is to support the full request as described in the Pre-Authorization Startup

application for the Laurel Oaks Charter School.


issued in 2015 in accordance with the terms of the gralt agreement.



(6) Date of Report from Grantee/Borrower - Date of financial report was June 30, 2016






ATTACHMENT 90



(l) Grantee -

Manta Consulting316 Mid Valley Center, Suite 190Carmel, CA93923

(2) Date and Amount of Grant - Various, 2015 - $ 1 50,000

Purpose - The purpose of the grant is to support Fish 2.0, the only business competition focused ondeveloping the pipeline ofbusinesses that support sustainable seafood.

(4) Amount Expended by Grantee - Based on the annual report, the grantee has expended all ofthe grant fundsissued in 2015 in accordance with the terms of the grant agreement.

(s) Diversion - To the knowledge of the Foundation, and based on the information furnished by the grantee, nopart ofthe grant has been used for anything other than its intended purpose.

Date of Report from Grantee/Borrower - Date of financial report was August 21 , 2016.

(3)

(6)

(7) Grantor Verification - The grantee has provided the Foundation with the required reports. The Foundationhas no reason to doubt the accuracy or reliability ofthe above report; therefore, fuither verification by theFoundation was deemed unnecessary.


WALTON FAMILY FOUNDATION, INCFORM 99O.PF13-3441466DECEMBER 31, 2015

ATTACHMENT 91



(1) Grantee -

(2)

(3)

(4)

(5)

Orange County Center for Living Peace Foundation4139 Campus DriveIrvine, CA92612


Purpose - The purpose of the grant is to support the costs of the Global Compassion Summit in Honor of HisHoliness the 14th Dalai Lama's 80th Birthday.

Amount Expended by Grantee - Based on the annual report, the grantee has expended all of the grant fundsissued in 2015 in accordance with the terms of the grant agreement.



Date of Report from Grantee/Borrower - Date of financial report was August 21 ,2015 .

Grantor Verification - The grantee has provided the Foundation with the required reports. The Foundationhas no reason to doubt the accuracy or reliability ofthe above report; therefore, further verífication by the



(6)

(7)


ATTACHMENT 92

PART VII-B: LINE 5(C). EXPENDITURE RESPONSIBILITY


(1) Grantee -

Osmosis Films, LLC15 E.62nd StreetNew York, NY 10065

(2) Date and Amount of Grant - Various, 2015 - $150,000

Purpose - The purpose ofthe grant is to produce eight videos on the work ofthe Foundation and its K-12Education grantees in three select cities. The goal is to showcase our grantee's accomplishments and

challenges in the select cities and to inform the public about steps the Foundation is taking through the support

of its grantees to make a difference in the K-12 education space.

(4) Amount Expended by Grantee - Based on the arurual report, the grantee has expended all ofthe grant funds




Date of Report from Grantee/Borrower - Date of financial report was February 24,2016.

(3)

(6)






ATTACHMENT 93



(1) Grantee -

Pedal It Forward15504 See StreetRogers, y'^P.72756


Purpose - The purpose ofthe grant is to support first year expenses to create the Pedal It Forward programdesigned to give away refurbished bikes to children and adults in need.



Date of Report from Grantee/Borrower - Date of financial report was December 31, 2015.



(3)

(4)

(s)

(6)

(7)

(8)

WALTON FAMILY FOUNDATION, rNC.FORM 99O.PF13-3441466DECEMBER 31, 2015

ATTACHMENT 94

(3)



(1) Grantee -

Great Work Montessori Learning CommunityPO Box 40931Edgewater, CO 80214

(2) Date and Amount of Grant - August 27 , 2015 - $ I 18,000

Purpose - The purpose of the grant is to support costs associated with planning and applying for a Montessoricharter school and opening a Montessori birth to pre-K learning center in the Jefferson County School

District, Colorado.

(4) Amount Expended by Grantee - Based on the annual report, the grantee has expended $43,216 of the funds

received on August 27,2075, in accordance with the terms of the grant agreement.



(6) Date of Report from Grantee/Borrower - Date of financial report was March 31, 2016

(7) Grantor Verification - The grantee has provided the Foundation with the required reports. The Foundationhas no reason to doubt the accuracy or reliability ofthe above report; therefore, further verifìcation by the




ATTACHMENT 95

PART VII-B; LINE 5(CI - EXPENDITURE RESPONSIBILITY


(l) Grantee -

Springboard Partners LLC2755 Ordway St. NW #108Washington, DC 20008

Date and Amount of Grant - October 8,2015 - $ 103,000

Purpose - The purpose of the grant is to support the two work streams of the Certification and RatingsInitiative toward completing the composite framework for wild and farmed fish.

(2)

(3)

(4)

(s)

Amount Expended by Grantee - Based on the annual report, the grantee has expended all ofthe grant fundsissued in 201 5 in accordance with the terms of the grant agreement.




\t) Grantor Verification - The grantee has provided the Foundation with the required reports. The Foundationhas no reason to doubt the accuracy or reliability ofthe above report; therefore, further verification by the


(8) Foundation Status - Not Classified

WALTON FAMILY FOUNDATION, INCFORM 99O.PFt3-3441466DECEMBER 31, 2015

ATTACHMENT 96



(1) Grantee -

SuMar, Voces por la Naturaleza, A.C.Privada Universidad 13-B Colonia San BenitoHermosillo, Sonora Mexico 83 190

(2) Date and Amount of Grant - Various, 2015 - $75,000

Purpose - The purpose of the grant is to strengthen local capacities for best fishing practices, includingprotecting critical habitat and ceasing destructive fishing practices, in Marismas Nacionales.

Amount Expended by Grantee - Based on the annual report, the grantee has expended $38,388 ofthe fundsreceived on June 26, 2015 and none of the $30,000 funds received on November 19, 2075, in accordancewith the terms of the grant agreement.


Date of Report from Grantee/Borrower- Date of financial report was August 26,2016.

Grantor Verification - The grantee has provided the Foundation with the required reports. The Foundationhas no reason to doubt the accuracy or reliability ofthe above report; therefore, fuither verification by theFoundation was deemed unnecessary.


(3)

(4)

(s)

(6)

(7)

(8)


ATTACHMENT 97

(3)



(1) Grantee -

The National Center for Montessori in the Public Sector125 Whiting LaneWest Hartford, CT 06119

(2) Date and Amount of Grant - Various 2015 - $609,102

Purpose - The purpose ofthe grant is to support the grantee's operational costs over the period July I st, 20 I 5

to June 30th,2016 as it advances three major initiatives focused on increasing both the quantity and qualityof Montessori schools operating in the public sector primarily in the Boston and Washington D.C. metroareas: 1) Coaching and Workshops; 2) Cohort Start-up; and 3) Montessori Teacher Residency as furtherdescribed in the attached proposal.

Amount Expended by Grantee - Based on the annual report, the grantee has expended all ofthe $203,034 ofthe grant funds received on August 27,2015 and $64,001 ofthe grant funds received December 3,2015 and

none of the funds received on December 77,2015, in accordance with the terms of the grant agreement.

Diversion - To the knowledge of the Foundation, and based on the information furnished by the grantee, nopart ofthe grant has been used for an1'thing other than its intended purpose.





(4)

(s)

(6)

(7)

(8)


ATTACHMENT 98



(1) Grantee -

United States Hispanic Chamber of Commerce1424K St. NV/Washington, DC 20005

Date and Amount of Grant - August 20, 201 5 - $50,000

Purpose - The purpose ofthe grant is to support their annual national convention held on September 20-22,

2015 in Houston, TX.




Date of Report from Grantee/Borrower - Date of financial report was May 12, 2016.




(2)

(3)

(4)

(s)

(6)

(7)

(8)

WALTON FAMILY FOUNDATION, rNC.FORM 990-PFt3-3441466DECEMBER 31, 2015

ATTACHMENT 99



(l) Grantee -

(2)

(3)

(4)

(s)

Warbird Heritage Foundation3000 Corporate DriveWaukegan, IL 60087

Date and Amount of Grant - June 11,2015 - $10,000

Purpose - The purpose of thc grant is to support general operations of the Warbird Heritage Foundation, Inc.

Amount Expended by Grantee - Based on the annual report, the grantee has expended $6,995 ofthe $10,000of the grant funds issued in 2015 in accordance with the terms of the grant agreement.



Date of Report from Grantee/Borrower - Date of financial report was September 15, 2016.

Grantor Verifrcation - The grantee has provided the Foundation with the required reports. The Foundationhas no reason to doubt the accuracy or reliability ofthe above report; therefore, further verification by the



(6)

(7)


ATTACHMENT 1OO



(1) Grantee -

ZeaMays Foundation14129 Carole DriveBloomington,lL 61705


(3) Purpose -The purpose of the grant is to support Precision Conservation Management, an innovative progmm

created to empower farmers to address the water quality problems related to commercial row crop and animal

production in the Mississippi River Valley.

(4) AmountExpendedby Grantee-Based onthe annual report, the grantee hasnot expendedany ofthe $100,000

in grant funds issued on October 15,2015.

(5) Diversion - To the knowledge of the Foundation, and based on the information fumished by the grantee, no


(6) Date of Report from Grantee/Borrower - Date of financial report was August 3l, 2016





WALTON FAMILY FOUNDATTON, INC.FORM 99O.PFt3-3441466DECEMBER 31, 2015

ATTACHMENT 101



(1) Grantee -

(2)

(3)

(4)

(s)

Summit Series, LLC3923 North Wolf Creek DrEden, UT 84310

Date and Amount of Grant - October 29,2015 - $48,000

Purpose - The purpose of the grant is to support the 2015 Summit at Sea to be held November 13-16,2015.





(6) Date of Report from Grantee/Borrower - Date of financial report was September 7,2016.



Foundation was deemed unnec€ssary.


WALTON FAMTLY FOUNDATTON, INC.FORM 990-PFt3-3441466DECEMBER 31,2015

ATTACHMENT 102



(1) Grantee -

Northwest Arkansas IndependentP.O. Box 1680Bentonville, AR72712


Purpose - The purpose of the grant is to provide operating support for phase one in the establishment of an

independent school located in Northwest Arkansas region.

(4) Amount Expended by Grantee - Based on its annual reports, the grantee has expended $46,137 ofthe grantfunds issued on November 5,2015 in accordance with the terms of the grant agreement.


Date of Report from Grantee/Borrower - Date of financial report was Septemb er 16, 2A76.

(3)

(6)

(7) Grantor Verification - The grantee has provided the Foundation with the required reports. The Foundationhas no reason to doubt the accuracy or reliability ofthe above report; therefore, further verifrcation by theFoundation was deemed unnecessary.


\ryALTON FAMILY FOUNDATION, rNC.FORM 990-PFt3-3441466DECEMBER 31, 2015

ATTACHMENT 103



(l) Grantee -

The Delfina Foundation29 Catherine PlaceLondon, UK

Date and Amount of Grant - July 16, 2015 - $44,000

Purpose - The purpose of the grant is to implement phase one in the establishment of an independent schoollocated in the Northwest Arkansas region.

Amount Expended by Grantee - Based on its annual reports, the grantee has expended all ofthe grant fundsissued in 2015 in accordance with the terms of the grant agreement.





(2)

(3)

(4)

(5)

(6)

(7)

(8)


ATTACHMENT 104



(1) Grantee -

Arkansans for Education Reform Foundation400 West Capitol Avenue, Suite 1700Little Rock, AR 72201-3438


- Various 2015 - $283,719

Purpose - To provide operational and programmatic support to the Arkansans for Education ReformFoundation.

Amount Expended by Grantee - Based on the annual report, the grantee has expended all of the remaining($94,194) funds receivedin2014 and$149,4'79 of the grant funds received in 2015 in accordance with theterms of the grant agreements.


Date of Report from Grantee - Date of annual report was September 16,2016.

Grantor Verification - The grantee has provided the Foundation with the required reports. The Foundationhas no reason to doubt the accuracy or reliability ofthe above report; therefore, further verification by theFoundation was deemed unnecessary. In addition, the grantee has provided the Foundation with a copy ofits financial statements for the calendar year-ended December 37 , 2015.


(2)

(3)

(4)

(5)

(6)

(7)

WALTON FAMILY FOUNDATTON, INC.FORM 99O.PFt3-3441466DECEMBER 31,2015

ATTACHMENT 105

PART VII-B: LINE 5(c) - EXPENDITTIRE RESPONSIBILITY


(1) Grantee -

The Peel Compton Foundation312 N. Main StreetBentonville, APt72712


Purpose - To provide The Peel Compton Foundation ("Peel") with funds to support construction expenses ofthe capital improvement project.

(4) Amount Expended by Grantee - Based on the annual report, the grantee has expended all grant funds receivedin 2015 in accordance with the terms of the grant agreements.

(5) Diversion - To the knowledge of the Foundation, and based on the information furnished by the grantee, nopart ofthe grant has been used for anything other than its intended pu{pose.

(2)

(3)

(6)

(7)

Date of Report from Grantee - Date of annual report was August 25,2016.

Grantor Verification - The grantee has provided the Foundation with the required report. The Foundationhas no reason to doubt the accuracy or reliability ofthe above reports; therefore, further verification by theFoundation was deemed unnecessary.



ATTACHMENT 106



(l) Grantee -

(2)

(3)

(4)

The Peel Compton Foundation312 N. Main StreetBentonville, AR72712

Date and Amount of Grant - February 12,2A75 -$159,977

Purpose - To provide The Peel Compton Foundation ("Peel") with matching support for the capital campaign.

Date of Report from Grantee - Date of annual report was August 30,2076

Grantor Verification - The grantee has provided the Foundation with the required report. The Foundationhas no reason to doubt the accuracy or reliability ofthe above reports; therefore, further verification by theFoundation was deemed unnecessary.


Amount Expended by Grantee - Based on the annual report, the grantee has expended all grant funds receivedon February 12,2015 in accordance with the terms of the grant agreements.


(6)

(7)


ATTACHMENT 107

(3)



(1) Grantee -

Charter Fund, Inc.350Interlocken Blvd., Suite 390Broomfield, CO 80021

(2) Date and Amount of Grant - December 8, 2015 - $3,290,000

Purpose - To support a new Emerging Charter Management Organization Leaders Program. The program isintended to identify and invest in school leaders with proven educational track records who want to start theirown charter management organization.

(4) Amount Expended by Grantee - Based on the annual report, the grantee has expended 52,236,421 of thegrant funds received on December 8, 2015 in accordance with the terms of the grant agreement.

(5) Diversion * To the knowledge of the Foundation, and based on the information fumished by the Grantee, nopart of the grant will be used for anything other than its intended purpose.

(6) Date of Report from Crantee - Date of latest f,rnancial report was May 1 8, 2016

(7) Grantor Verification - The Grantee has provided the Foundation a letter stating that it has complied with theterms of the Foundation's grant through its most recent year-ending December 31, 2015. In addition, thegrantee has provided the Foundation with a copy of its audited financial statements for the year-endedDecember 31,2015. The Foundation has no reason to doubt the accuracy or reliability of the above reports;therefore, further verification by the Foundation was deemed umecessary.


WALTON FAMILY FOUNDATIONForm 990-PFFEIN: l3-3441466December 3l 2015 Attachment 108

Section 4942(hl(21Election as to the Treatment of Qualifying Distributions

Name: Walton Family Foundation, lnc.

Address: P.O. Box 2030Bentonville, 4R72712

Federal lD No.: 13-3441466

Year Ending: December 31, 2015

Pursuant to IRC Sectíon 4942(h)(2) and Regulation 53.4942(a)-3(dx2), the above referenced foundationhereby elects to treat current-year qualifying distributions (in excess of the immediately preceding tax year'sundistributed income (which is zero)) in the amount of $410,097,588 as being made out of corpus.

Signature Date

Kyle J. PetersonExecutive Director

990-pf of… · final return address chanqe lnitial return of a former public charity amended...

Documents