Nonprofit · EIN 82-3700633
ALICE L 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 (amended) | $721,949,474 | $79,352,707 | $642,596,767 | $4,688,592,870 | $0 | $4,688,592,870 |
| December 31, 2023 | 990-PF | $398,057,652 | $128,346,451 | $269,711,201 | $4,045,996,103 | $0 | $4,045,996,103 |
Financial details: 990-PF for the year ended December 31, 2024
Revenue
- Contributions, gifts and grants
- $179,698,600
- Dividends
- $184,480,382
- Net gain from sales of assets
- $352,523,278
- Other income
- $5,247,214
Expenses
- Grants and similar amounts paid
- $47,146,944
- Compensation of officers, directors and key employees
- $660,000
- Salaries, compensation and benefits (total)
- $451,168
- Disbursements for charitable purposes
- $51,923,337
- Excise tax on investment income
- $7,232,354
Balance sheet and other
- Total assets, start of year
- $4,045,996,103
- Total assets, end of year
- $4,688,592,870
- Total liabilities, end of year
- $0
- Net assets, end of year
- $4,688,592,870
- Fair market value of assets
- $5,271,022,806
- Qualifying distributions
- $155,806,613
- Net investment income
- $542,581,814
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 |
|---|---|---|---|---|
| REUBEN MCDANIEL PO BOX 1860, BENTONVILLE, AR 72712 | MANAGING DIRECTOR | 24 | $660,000 | $16,120 |
| BEN BRANTMEIER PO BOX 1860, BENTONVILLE, AR 72712 | PROGRAM OFFICER Highest-paid employee | 40 | $103,154 | $7,783 |
| CASEY MAENNER PO BOX 1860, BENTONVILLE, AR 72712 | ASSOC. PROG. OFFICER Highest-paid employee | 40 | $75,384 | $15,471 |
| ALICE WALTON PO BOX 1860, BENTONVILLE, AR 72712 | DIRECTOR, PRESIDENT | 2 | $0 | $0 |
| AUGUST MARTIN PO BOX 1860, BENTONVILLE, AR 72712 | TREASURER (FROM 3/5/24), SECRETARY (FROM 7/10/24) | 0.5 | $0 | $0 |
| RICHARD HOSLEY PO Box 1860, Bentonville, AR 72712 | SECRETARY (UNTIL 6/13/24) | 0.5 | $0 | $0 |
990-PF for the year ended December 31, 2023: 7 people
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| REUBEN MCDANIEL PO BOX 1860, BENTONVILLE, AR 72712 | MANAGING DIRECTOR (As of 10/02/2023) | 40 | $259,981 | $6,436 |
| HEIDI KATO PO BOX 1860, BENTONVILLE, AR 72712 | INTERIM EXECUTIVE DIRECTOR (FROM 07/31/2023 - 10/02/2023) | 40 | $214,033 | $17,477 |
| NATE FALKNER PO BOX 1860, BENTONVILLE, AR 72712 | EXECUTIVE DIRECTOR (UNTIL 07/31/2023) | 40 | $140,996 | $3,568 |
| ROGER NORMAN PO BOX 1860, BENTONVILLE, AR 72712 | Program Officer Highest-paid employee | 40 | $83,003 | $5,624 |
| ALICE L WALTON PO BOX 1860, BENTONVILLE, AR 72712 | DIRECTOR, PRESIDENT | 2 | $0 | $0 |
| RICHARD A HOSLEY PO BOX 1860, BENTONVILLE, AR 72712 | SECRETARY | 0.5 | $0 | $0 |
| PHILIP SIGSWORTH PO BOX 1860, BENTONVILLE, AR 72712 | TREASURER (UNTIL 12/14/2023) | 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
- AUGUST MARTIN, TREASURER, 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
- 82-3700633
- 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
- 2019
- Accounting year ends
- December
- Files
- Form 990-PF
- Category (NTEE)
- Philanthropy, voluntarism and grantmaking foundations (T22)
- Assets (IRS master file)
- $4,688,592,870
- Income (IRS master file)
- $1,641,015,683
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | December 2024 | $721,949,474 | $79,352,707 | $4,688,592,870 | XML |
| 990-T | December 2024 | – | – | – | IRS |
| 990-PF | December 2023 | $398,057,652 | $128,346,451 | $4,045,996,103 | 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 82-3700633).
Questions about ALICE L WALTON FOUNDATION
- What is the EIN of ALICE L WALTON FOUNDATION?
- The employer identification number (EIN) of ALICE L WALTON FOUNDATION is 82-3700633.
- Is ALICE L WALTON FOUNDATION tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2019.
- Are donations to ALICE L WALTON FOUNDATION tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does ALICE L WALTON FOUNDATION file?
- Form 990-PF. Private foundations file every year.
- When is the next return of ALICE L 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 ALICE L 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 ALICE L WALTON FOUNDATION?
- The 990-PF for the year ended December 31, 2024 lists 6 people; 3 received compensation from the organization, the highest $660,000 (REUBEN MCDANIEL, MANAGING DIRECTOR).
- How much revenue does ALICE L WALTON FOUNDATION have?
- On its 990-PF for the year ended December 31, 2024 it reported revenue of $721,949,474, expenses of $79,352,707 and total assets of $4,688,592,870 at year end.
Other nonprofits in BENTONVILLE
- WALTON FAMILY FOUNDATION INC EIN 13-3441466 · last filed 990-PF for 2024
- ROB AND MELANI WALTON FOUNDATION EIN 47-4259772 · last filed 990-PF for 2024
- WAL-MART FOUNDATION EIN 20-5639919 · last filed 990-PF for 2025
- THE WALTON FAMILY CHARITABLE SUPPORT FOUNDATION INC EIN 58-1766770 · last filed 990 for 2025
- TOWN BRANCH FOUNDATION EIN 82-3575662 · last filed 990-PF for 2024
- ALUMBRA INNOVATIONS FOUNDATION EIN 83-2841232 · last filed 990-PF for 2024
- PENNER FAMILY FOUNDATION EIN 81-0831228 · last filed 990-PF for 2025
- MCMILLON FAMILY FOUNDATION EIN 39-3769167 · last filed 990-PF for 2025
All nonprofits in BENTONVILLE · Arkansas · Philanthropy, voluntarism and grantmaking foundations