The Wal-Mart Foundation in Bentonville, Arkansas (AR)
Table of contents:
- Overview
- Detailed Reports
- Analysis of Revenue and Expenses
- Balance Sheets
- Capital Gains and Losses for Tax on Investment Income
- Excise Tax Based on Investment Income
- Statements Regarding Activities
- Statements Regarding Activities for Which Form 4720 May Be Required
- Minimum Investment Return
- Distributable Amount
- Undistributed Income
- Private Operating Foundations
- Organizations performing similar types of work
| The Wal-Mart Foundation | |
| Employer Identification Number (EIN) | 716107283 |
| Name of Organization | The Wal-Mart Foundation |
| Address | 702 Sw 8th St, Bentonville, AR 72716-6209 |
| Subsection | Charitable Organization |
| Ruling Date | 07/1982 |
| Deductibility | Contributions are deductible |
| Foundation | Private non-operating foundation |
| Organization | Corporation |
| Tax Period | 01/2012 |
| Assets | $1,000,000 to $4,999,999 |
| Income | $1 to $9,999 |
| Filing Requirement | 990 - Not required to file (all other) |
| Asset Amount | $4,661,336 |
| Amount of Income | $2,538 |
| Form 990 Revenue Amount | $2,538 |
| National Taxonomy of Exempt Entities (NTEE) | Philanthropy, Voluntarism and Grantmaking Foundations: Private Grantmaking Foundations |
Non-representatives - add comments:
Amount of income in 2012: $2,538 (it was $9,658 in 2011)
| This organization: | $2,538 |
| Other organizations performing similar types of work: | $105,489 |
Assets in 2012: $4,661,336 (it was $26,503,941 in 2011)
| This organization: | $4,661,336 |
| Other organizations performing similar types of work: | $325,460 |
Expenses in 2012: $0
| The Wal-Mart Foundation: | $0 |
| Other organizations performing similar types of work: | $49,058 |
Grants share in income in 2012: 0.0%
| This organization: | 0.0% |
| Other organizations performing similar types of work: | 22.8% |
| Analysis of Revenue and Expenses (for 2012) | ||||
| Revenue and expenses per books | Net investment income | Adjusted net income | Disbursements for charitable purposes (cash basis only) | |
|---|---|---|---|---|
| Total revenue | $2,538 | $2,538 | $2,538 | |
| Contributions, gifts, grants, etc., received | $0 | |||
| Interest on savings and temporary cash investments | $2,538 | |||
| Dividends and interest from securities | $0 | |||
| Gross rents | $0 | |||
| Gross profit from sales of goods | $0 | |||
| Other income | $0 | |||
| Total expenses and disbursements | $0 | $0 | $0 | $0 |
| Excess of revenue over expenses and disbursements | $2,538 | |||
| Net investment income | $2,538 | |||
| Adjusted net income | $2,538 | |||
| Balance Sheets (for 2012) | ||
| Book Value | Fair Market Value | |
|---|---|---|
| Total assets | $4,661,336 | $4,661,336 |
| Cash - non-interest-bearing | $0 | |
| Investments-U.S. and state government obligations | $0 | |
| Investments-corporate stock | $0 | |
| Investments-corporate bonds | $0 | |
| Investments-mortgage loans | $0 | |
| Investments-other | $0 | |
| Other | $4,661,336 | |
| Total liabilities | $6,421,604 | |
| Mortgages and other notes payable | $0 | |
| Other | $6,421,604 | |
| Total liabilities and net assets/fund balances | $-1,760,268 | |
| Capital Gains and Losses for Tax on Investment Income (for 2012) | |
| Capital gain net income | $0 |
| Net capital loss | $0 |
| Excise Tax Based on Investment Income (for 2012) | |
| Domestic foundations that meet the section 4940(e) requirements (for Reduced Tax on Net Investment Income) | No |
| Tax based on investment income | $51 |
| Total credits and payments | $1,025 |
| 2012 estimated tax payments and 2011 overpayment credited to 2012 | $1,025 |
| Exempt foreign organizations-tax withheld at source | $0 |
| Tax paid with application for extension of time to file (Form 8868) | $0 |
| Backup withholding erroneously withheld | $0 |
| Any penalty for underpayment of estimated tax | $0 |
| Tax due | $0 |
| Overpayment | $974 |
| Amount to be credited to 2013 estimated tax | $974 |
| Statements Regarding Activities (for 2012) | |
| 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? | No |
| Was there a liquidation, termination, dissolution, or substantial contraction during the year? | No |
| Is the foundation claiming status as a private operating foundation within the meaning of section 4942(j)(3) or 4942(j)(5) for calendar year 2012 or the taxable year beginning in 2012? | No |
| Statements Regarding Activities for Which Form 4720 May Be Required (for 2012) | |
| During the year did the foundation (either directly or indirectly): | |
| Engage in the sale or exchange, or leasing of property with a disqualified person? | No |
| Borrow money from, lend money to, or otherwise extend credit to (or accept it from) a disqualified person? | No |
| Furnish goods, services, or facilities to (or accept them from) a disqualified person? | No |
| Pay compensation to, or pay or reimburse the expenses of, a disqualified person? | No |
| Transfer any income or assets to a disqualified person (or make any of either available for the benefit or use of a disqualified person)? | No |
| Agree to pay money or property to a government official? | No |
| At the end of tax year 2012, did the foundation have any undistributed income for tax year(s) beginning before 2012? | No |
| Did the foundation hold more than a 2% direct or indirect interest in any business enterprise at any time during the year? | No |
| Did the foundation invest during the year any amount in a manner that would jeopardize its charitable purposes? | No |
| During the year did the foundation pay or incur any amount to: | |
| Carry on propaganda, or otherwise attempt to influence legislation (section 4945(e))? | No |
| Influence the outcome of any specific public election (see section 4955); or to carry on, directly or indirectly, any voter registration drive? | No |
| Provide a grant to an individual for travel, study, or other similar purposes? | No |
| Provide a grant to an organization other than a charitable, etc., organization described in section 509(a)(1), (2), or (3), or section 4940(d)(2)? | No |
| Provide for any purpose other than religious, charitable, scientific, literary, or educational purposes, or for the prevention of cruelty to children or animals? | No |
| Minimum Investment Return (for 2012) | |
| Fair market value of assets not used (or held for use) directly in carrying out charitable, etc., purposes | $0 |
| Net value of noncharitable-use assets | $0 |
| Minimum investment return | $0 |
| Distributable Amount (for 2012) | |
| Distributable amount | $0 |
| Undistributed Income (for 2012) | |
| Distributable amount for 2012 | $0 |
| Undistributed income for 2012. This amount must be distributed in 2013 | $0 |
| Private Operating Foundations (for 2012) | |||||
| 2012 | 2011 | 2010 | 2009 | Total | |
|---|---|---|---|---|---|
| The lesser of the adjusted net income or the minimum investment return | $0 | $0 | $0 | $0 | $0 |
| Qualifying distributions made directly for active conduct of exempt activities | $0 | $0 | $0 | $0 | $0 |
| Value of all assets | $0 | $0 | $0 | $0 | $0 |
| Value of assets qualifying under section 4942(j)(3)(B)(i) | $0 | $0 | $0 | $0 | $0 |
| 2/3 of minimum investment return | $0 | $0 | $0 | $0 | $0 |
| Total support other than gross investment income (interest, dividends, rents, payments on securities loans (section 512(a)(5)), or royalties) | $0 | $0 | $0 | $0 | $0 |
| Support from general public and 5 or more exempt organizations as provided in section 4942(j)(3)(B)(iii) | $0 | $0 | $0 | $0 | $0 |
| Gross investment income | $0 | $0 | $0 | $0 | $0 |
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| Organizations performing similar types of work | |||||
| Id | Name | Address | State | Established | Total Income |
|---|---|---|---|---|---|
| 1 | Walton Family Foundation Inc | PO BOX 1860, Bentonville, AR 72712-1860 | AR | 1988-02 | $1,030,558,370 |
| 2 | Tyson Foundation Inc | PO BOX 2020, Springdale, AR 72765-2020 | AR | 1970-12 | $24,019,810 |
| 3 | John And Robyn Horn Foundation Inc | 24300 Chenal Parkway 71, Little Rock, AR 72223-9168 | AR | 2013-08 | $14,603,223 |
| 4 | John And Sue Anthony Chariable Trust | PO BOX A, Murfreesboro, AR 71958-1000 | AR | 2012-12 | $5,476,005 |
| 5 | John R And Judy W Fletcher Family Foundation | 2217 N Palm St, Little Rock, AR 72207-2049 | AR | 2015-02 | $2,124,773 |
| 6 | Ben M Elrod And Betty Lou Elrod Family Foundation | Obu Box 3790, Arkadelphia, AR 71998-0001 | AR | 2013-05 | $510,190 |
| 7 | Conway And Margaret George Charitable Tr, Hudson Johnny K Ttee | 11025 Anderson Dr Ste 300, Little Rock, AR 72212-2472 | AR | 2003-09 | $504,505 |
| 8 | Howard-Poteet Foundation | PO BOX 7878, Pine Bluff, AR 71611-7878 | AR | 2012-06 | $380,557 |
| 9 | Nelson Family Charitable Tr, Steven K Nelson Ttee | 4703 Gooch Dr, Little Rock, AR 72223-4373 | AR | 2012-11 | $346,409 |
| 10 | Massey Family Charitable Foundation Inc | 4610 Crestwood Dr, Little Rock, AR 72207-5434 | AR | 2009-01 | $250,741 |
| 11 | Fields Family Foundation, Frances Fields Ttee | 805 Gillette Dr, Little Rock, AR 72205-1608 | AR | 2011-02 | $220,738 |
| 12 | African Sustainable Agriculture Project Foundation Inc | 14049 Pyramid Dr, Rogers, AR 72758-7528 | AR | 2014-08 | $200,100 |
| 13 | Sam And Janet Alley Family Foundation Inc | 11300 Cantrell Rd Ste 301, Little Rock, AR 72212-1844 | AR | 2009-02 | $166,582 |
| 14 | Robbins Family Foundation | 36 Huntington Rd, Little Rock, AR 72227-2321 | AR | 2012-09 | $120,751 |
| 15 | Heartland Foundation | 1 Information Way Ste 300, Little Rock, AR 72202-2197 | AR | 2014-07 | $100,000 |
| 16 | Elliott Charitable Foundation Inc | PO BOX 1039, Benton, AR 72018-1039 | AR | 2009-08 | $82,127 |
| 17 | Harris Family Charitable Trust | 2200 S Dixieland Rd, Rogers, AR 72758-6213 | AR | 2010-12 | $78,077 |
| 18 | Stovall Family Foundation | 2803 Albert Pike Rd, Hot Springs, AR 71913-2619 | AR | 2007-12 | $58,140 |
| 19 | Hussman Family Foundation | PO BOX 2221, Little Rock, AR 72203-2221 | AR | 2015-04 | $31,950 |
| 20 | William H Nelson And Helen L Nelson Scholarship Fund | PO BOX 1906, Mountain Home, AR 72654-1906 | AR | 2007-04 | $26,629 |
| Number of organizations performing similar types of work | |||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
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| Total | 22,395 | ||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
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