Nonprofit · EIN 47-4259772
ROB AND MELANI WALTON FOUNDATION
Tax-exempt · BENTONVILLE, AR 72712
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2024 | 990-PF | $125,815,076 | $114,639,549 | $11,175,527 | $441,215,835 | $0 | $441,215,835 |
| December 31, 2023 | 990-PF | $44,639,680 | $85,422,307 | -$40,782,627 | $430,040,308 | $0 | $430,040,308 |
Financial details: 990-PF for the year ended December 31, 2024
Revenue
- Contributions, gifts and grants
- $88,648,753
- Dividends
- $11,335,254
- Net gain from sales of assets
- $25,733,964
- Other income
- $97,105
Expenses
- Grants and similar amounts paid
- $107,144,912
- Salaries, compensation and benefits (total)
- $400,426
- Disbursements for charitable purposes
- $108,474,094
- Excise tax on investment income
- $1,687,710
Balance sheet and other
- Total assets, start of year
- $430,040,308
- Total assets, end of year
- $441,215,835
- Total liabilities, end of year
- $0
- Net assets, end of year
- $441,215,835
- Fair market value of assets
- $522,486,540
- Qualifying distributions
- $108,474,094
- Net investment income
- $125,804,495
From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.
Officers, directors and key employees
As listed on the 990-PF for the year ended December 31, 2024, highest compensation first.
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| SANDY NICKERSON PO BOX 1860, BENTONVIILLE, AR 72712 | SR. PROGRAM OFFICER Highest-paid employee | 40 | $211,932 | $16,028 |
| AMY BENICOSA PO BOX 1860, BENTONVIILLE, AR 72712 | Program Officer Highest-paid employee | 40 | $143,163 | $23,317 |
| JAMEE HUTHWAITE PO BOX 1860, BENTONVIILLE, AR 72712 | PROGRAM ASSOCIATE Highest-paid employee | 40 | $45,151 | $11,290 |
| LUKE MITCHELL PO BOX 1860, BENTONVIILLE, AR 72712 | TREASURER | 0.5 | $0 | $0 |
| NACCAMAN WILLIAMS PO BOX 1860, BENTONVIILLE, AR 72712 | SECRETARY | 0.5 | $0 | $0 |
| S ROBSON WALTON PO BOX 1860, BENTONVIILLE, AR 72712 | DIRECTOR, PRESIDENT | 1 | $0 | $0 |
990-PF for the year ended December 31, 2023: 8 people
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| Sandy Nickerson PO BOX 1860, BENTONVILLE, AR 72712 | SR. PROGRAM OFFICER Highest-paid employee | 40 | $209,331 | $26,873 |
| AMY BENINCOSA PO BOX 1860, BENTONVILLE, AR 72712 | Program Officer Highest-paid employee | 40 | $140,211 | $34,865 |
| JAMEE M HUTHWAITE PO BOX 1860, BENTONVILLE, AR 72712 | PROGRAM ASSOCIATE Highest-paid employee | 40 | $78,313 | $28,101 |
| LUKE MITCHELL PO BOX 1860, BENTONVILLE, AR 72712 | TREASURER (As of 12/15/23) | 0.5 | $0 | $0 |
| NACCAMAN G WILLIAMS PO BOX 1860, BENTONVILLE, AR 72712 | SECRETARY | 0.5 | $0 | $0 |
| ROBERT A SMITH PO BOX 1860, BENTONVILLE, AR 72712 | TREASURER (Until 12/15/23) | 0.5 | $0 | $0 |
| S ROBSON WALTON PO BOX 1860, BENTONVILLE, AR 72712 | DIRECTOR; PRESIDENT | 1 | $0 | $0 |
| RUPAL POLTACK PO BOX 1860, BENTONVILLE, AR 72712 | VICE PRESIDENT (Until 12/15/23) | 0.5 | $0 | $0 |
Address and contacts
- Address (IRS master file)
- PO BOX 1860, BENTONVILLE, AR 72712-1860
- In care of
- % TIM KEITH
- Signed the 990-PF
- DUKO HOPMAN, SECRETARY
- Phone
- (479) 464-1570
- Return prepared by
- WALTON ENTERPRISES LLC
What it must file and when
IRS records say it files Form 990-PF. Private foundations file every year. Its accounting year ends in December, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | December 31, 2025 | May 15, 2026 | Not on file |
| 2024 | December 31, 2024 | May 15, 2025 | 990-PF on file |
| 2023 | December 31, 2023 | May 15, 2024 | 990-PF on file |
IRS record
- EIN
- 47-4259772
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Private non-operating foundation
- Donations deductible (Pub 78)
- Private foundation, 30% limit
- Exempt since
- 2016
- Accounting year ends
- December
- Files
- Form 990-PF
- Category (NTEE)
- Philanthropy, voluntarism and grantmaking foundations (T20)
- Assets (IRS master file)
- $441,215,835
- Income (IRS master file)
- $414,878,924
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | December 2024 | $125,815,076 | $114,639,549 | $441,215,835 | XML |
| 990-T | December 2024 | – | – | – | IRS |
| 990-PF | December 2023 | $44,639,680 | $85,422,307 | $430,040,308 | XML |
| 990-T | December 2023 | – | – | – | IRS |
| 990-PF | December 2022 | – | – | – | IRS |
| 990-T | December 2022 | – | – | – | IRS |
| 990-PF | December 2021 | – | – | – | IRS |
| 990-T | December 2021 | – | – | – | IRS |
| 990-PF | December 2020 | – | – | – | IRS |
| 990-T | December 2020 | – | – | – | IRS |
990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 47-4259772).
Questions about ROB AND MELANI WALTON FOUNDATION
- What is the EIN of ROB AND MELANI WALTON FOUNDATION?
- The employer identification number (EIN) of ROB AND MELANI WALTON FOUNDATION is 47-4259772.
- Is ROB AND MELANI WALTON FOUNDATION tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2016.
- Are donations to ROB AND MELANI WALTON FOUNDATION tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does ROB AND MELANI WALTON FOUNDATION file?
- Form 990-PF. Private foundations file every year.
- When is the next return of ROB AND MELANI WALTON FOUNDATION due?
- The return for tax year 2025 (the year ending December 31, 2025) is due May 15, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did ROB AND MELANI WALTON FOUNDATION last file with the IRS?
- The latest return in the IRS public files is the 990-PF for the year ended December 2024.
- Who are the officers and directors of ROB AND MELANI WALTON FOUNDATION?
- The 990-PF for the year ended December 31, 2024 lists 6 people; 3 received compensation from the organization, the highest $211,932 (SANDY NICKERSON, SR. PROGRAM OFFICER).
- How much revenue does ROB AND MELANI WALTON FOUNDATION have?
- On its 990-PF for the year ended December 31, 2024 it reported revenue of $125,815,076, expenses of $114,639,549 and total assets of $441,215,835 at year end.
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All nonprofits in BENTONVILLE · Arkansas · Philanthropy, voluntarism and grantmaking foundations