2025-11-17T19:15:12-06:00 2024-12-31 273279795 STADIG JOHNSON 130 CHESHIRE LN STE 125 MINNETONKA MN 553052015 990PF 2024-01-01 453171312 Walk Family Jackson Hole Housing Fund WALK 9524766382 130 Cheshire Lane 125 Minnetonka MN 55305 Margaretha Walk Chairman 9524766382 2025-11-17 1 1 Lindsey Pearson P02180530 9524766382 2025-11-17 2024 2025-03-06 01:10:19Z X 14275521 X 4492792 15 15 15 54743 54743 54743 1170085 1598770 1170085 0 164933 0 164933 5882568 1224843 219691 10000 0 0 0 22505 0 22505 0 33319 33319 0 0 223108 0 223108 0 1465 0 0 0 70113 0 70113 2660 0 2660 0 4000 0 4000 0 214883 0 0 214883 582053 33319 322386 214883 0 0 582053 33319 322386 214883 5300515 1191524 0 64788 7673 7673 813111 106364 106364 14848776 687292 1593652 14161484 14161484 7372623 0 0 9844174 14275521 14275521 32856 250000 5500000 5500000 0 22000 5500000 5804856 X 0 0 0 0 4344174 8470665 4344174 8470665 9844174 14275521 4344174 5300515 0 9644689 1174024 8470665 Publicly Traded Securities 1598770 428685 1170085 1170085 1170085 0 16562 0 16562 0 16562 0 0 0 0 0 929 17491 0 0 0 0 0 0 0 0 0 0 1 1 WY 1 1 0 0 0 1 N/A Thompson Palmer 3077335160 275 East Broadway Jackson WY 83001 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 Margaretha Walk 550 W Saddle Butte Drive Jackson WY 83001 Chairman 10.00 0 0 0 Cynthia Walk 5959 Waverly Avenue La Jolla CA 92037 Director 1.00 0 0 0 Richard Palmer 275 East Broadway Jackson WY 83001 Treasurer & Secretary 1.00 0 0 0 William Collins PO Box 7260 Jackson WY 83002 Director 1.00 5000 0 0 Theodore Wong 129 Maple Street Sherborn MA 01770 Director 1.00 5000 0 0 NONE 0 Todd Domenico 2655 3 Creek Drive Jackson WY 83001 Realty 147750 Century Contractors Inc PO Box 674 Iona ID 83427 General Contractor 105504 Stadig Johnson 130 Cheshire Lane Suite 125 Minnetonka MN 55305 Legal 73635 0 Ordinary and necessary expenses paid or incurred for the management, conservation and maintenance of property held to further the Foundation's charitable purpose of providing affordable housing. 214883 Purchase and construction of property to further the Foundation's charitable purpose of providing affordable housing. 5265322 5265322 0 1422742 0 1422742 0 0 1422742 21341 1401401 70070 X 214883 5265322 5480205 X 0 0 0 3855 3855 0 0 0 3277 3277 5480205 2299243 5475146 175302 13429896 0 0 0 0 0 5480205 2299243 5475146 175302 13429896 14275521 11835983 9233887 4178858 39524249 14161484 10958084 9233887 4079894 38433349 46713 26642 7173 15141 95669 0 0 0 0 Margaretha Walk X 0 0 14 15 14 54743 18 1170085 Rental Income - Noninvestment Property 164933 0 1224843 164933 1389776 11a Inc. from affordable housing pays expenses related to its upkeep/mgmt. 0 0 0 0 0 0 0 0 0 0 X X 1 Maurice Walk Fine Arts Foundation 130 Cheshire Lane Suite 125 Minnetonka MN 55305 2285084 X 2 Margaretha Walk 550 W Saddle Butte Drive Jackson WY 83001 2133896 X X 3 Eric Wolfinger 7777 Ludington Place La Jolla CA 92037 68812 X 4 Theodore Wong 129 Maple Street Sherborn MA 01770 5000 X 2 1,930 shares WCM Focused International Growth Fund Institutional Class (WCMIX) 49717 2024-10-30 2 6,000 shares GQG Partners Emerging Markets Equity Fund Institutional Shares (GQGIX) 105420 2024-10-30 2 112 shares UnitedHealth Group Inc (UNH) Common Stock 63307 2024-10-28 2 438 shares TJX Companies Inc (TJX) Common Stock 50006 2024-10-28 2 128 shares Sherwin-Williams Co (SHW) Common Stock 46499 2024-10-28 2 339 shares Oracle Corporation (ORCL) Common Stock 58623 2024-10-28 2 162 shares Moody's Corporation (MCO) Common Stock 74867 2024-10-28 2 22 shares Microsoft Corp (MSFT) Common Stock 9385 2024-10-28 2 19 shares Mettler-Toledo International Inc. (MTD) Common Stock 24603 2024-10-28 2 115 shares Mastercard Inc (MA) Common Stock 58444 2024-10-28 2 168 shares Lowe's Companies, Inc. (LOW) Common Stock 45019 2024-10-28 2 54 shares FactSet (FDS) Common Stock 24802 2024-10-28 2 659 shares Carrier Global Corp (CARR) Common Stock 49860 2024-10-28 2 17 shares AutoZone Inc (AZO) Common Stock 52801 2024-10-28 2 94 shares Analog Devices Inc (ADI) Common Stock 21633 2024-10-28 2 364 shares Alphabet Inc. Class A Common Stock (GOOGL) 60686 2024-10-28 2 113 shares Linde PLC (LIN) Common Stock 53788 2024-10-28 2 978 shares SPDR S&P 500 ETF (SPY) 568971 2024-10-29 2 160 shares of NVIDIA Corporation Common Stock (NVDA) 22600 2024-10-29 2 28 shares Costco Wholesale Corp (COST) Common Stock 24836 2024-10-29 2 45 shares Ameriprise Financial Inc (AMP) Common Stock 23234 2024-10-29 2 264 shares Alphabet Inc. Class A Common Stock (GOOGL) 44796 2024-10-29 3 636 shares Artisan International Value Fund Institutional Class (APHKX) 30305 2024-12-24 3 20 shares Apple Inc. Common Stock (AAPL) 5164 2024-12-24 3 13 shares Berkshire Hathaway Inc. Common Stock (BRK-B) 5963 2024-12-24 3 809.561 shares WCM Focused International Growth Fund Institutional Class (WCMIX) 17916 2024-12-24 3 8 shares Microsoft Corp (MSFT) Common Stock 3514 2024-12-24 3 60 shares Communication Services Select Sector SPDR Fund (XLC) 5950 2024-12-24 Thompson Palmer 33319 33319 0 0 Legal Expenses 2011-01-01 8024 2676 SL 39.000000000000 206 0 206 Engineering Expenses 2011-01-01 935 312 SL 39.000000000000 24 0 24 Legal Expenses 2012-01-01 18564 5712 SL 39.000000000000 476 0 476 Snow King Acquisition - Building 2012-01-01 1359196 418213 SL 39.000000000000 34851 0 34851 Snow King Housing - Housing Inspection 2012-01-01 1600 492 SL 39.000000000000 41 0 41 Snow King Housing - Roof Inspection 2012-01-01 200 61 SL 39.000000000000 5 0 5 Snow King Housing - Engineering Research/Prints 2012-01-01 258 81 SL 39.000000000000 7 0 7 Snow King Housing - Unit 2324 2016-01-01 340294 77783 SL 35.000000000000 9723 0 9723 Furnishings 2018-01-01 4665 3497 SL 7.000000000000 666 0 666 Beds 2019-10-01 2896 1759 SL 7.000000000000 414 0 414 Hanging Textiles 2020-01-20 1188 666 SL 7.000000000000 170 0 170 Fixtures 2020-06-22 2351 1176 SL 7.000000000000 336 0 336 Fixtures 2020-07-13 2511 1256 SL 7.000000000000 359 0 359 Fixtures 2020-08-17 1650 787 SL 7.000000000000 236 0 236 Window Treatments 2020-09-11 33651 16023 SL 7.000000000000 4807 0 4807 Fixtures 2020-11-17 550 244 SL 7.000000000000 79 0 79 Furnishings 2021-11-19 8625 2567 SL 7.000000000000 1232 0 1232 Unit 2324 Furnishings 2016-01-01 11024 11024 SL 7.000000000000 0 0 0 Furniture and Fixtures - Dep 2012-01-01 68469 68469 SL 7.000000000000 0 0 0 Furniture and Fixtures 2012-01-01 4381 4381 SL 5.000000000000 0 0 0 Snow King Acquisition - Land 2012-01-01 339799 L 0 0 0 Powderhorn - Land 2024-12-06 4925000 L 0 0 0 Powderhorn - Building 2024-12-06 7712945 SL 39.000000000000 16481 0 16481 Legal Expenses 8024 2882 5142 5142 Engineering Expenses 935 336 599 599 Legal Expenses 18564 6188 12376 12376 Snow King Acquisition - Building 1359196 453064 906132 906132 Snow King Housing - Housing Inspection 1600 533 1067 1067 Snow King Housing - Roof Inspection 200 66 134 134 Snow King Housing - Engineering Research/Prints 258 88 170 170 Snow King Housing - Unit 2324 340294 87506 252788 252788 Furnishings 4665 4163 502 502 Beds 2896 2173 723 723 Hanging Textiles 1188 836 352 352 Fixtures 2351 1512 839 839 Fixtures 2511 1615 896 896 Fixtures 1650 1023 627 627 Window Treatments 33651 20830 12821 12821 Fixtures 550 323 227 227 Furnishings 8625 3799 4826 4826 Unit 2324 Furnishings 11024 11024 0 0 Furniture and Fixtures - Dep 68469 68469 0 0 Furniture and Fixtures 4381 4381 0 0 Snow King Acquisition - Land 339799 0 339799 339799 Powderhorn - Land 4925000 0 4925000 4925000 Powderhorn - Building 7712945 16481 7696464 7696464 Stadig Johnson 22505 0 22505 0 Margaretha Walk Chairman 250000 250000 2024-10 2025-12 No interest due; Principal due upon Maturity Date 0.000000000000 N/A Buy & construct housing Cash 250000 Bell Bank N/A 5500000 2022-05 2032-05 Interest monthly; Principal Due 5/3/32 3.990000000000 Brokerage Accounts Buy & construct housing LOC up to $5,500,000 5500000 Margaretha Walk Chairman Officer/Director 250000 250000 2024-10 2025-12 No interest due; Principal due upon Maturity Date 0.000000000000 N/A Buy & construct housing Cash 250000 Construction in Progress 7372623 0 0 FMV to Cost Basis Adjustment for Gifted Securities 1174023 Rounding 1 Rental Expenses 214883 0 0 214883 Rental Income - Noninvestment Property 164933 164933 Tenant Security Deposits Held 0 22000 2022 Form 990PF - Additional Tax Due 1465 0 0 0