Nonprofit · EIN 88-2054599
WALKO FAMILY CHARITABLE TRUST
Tax-exempt · GREENWOOD VLG, CO 80112
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2025 | 990-PF | $81,076 | $8,930 | $72,146 | $238,024 | $0 | $238,024 |
| December 31, 2024 | 990-PF | $125,061 | $3,529 | $121,532 | $165,878 | $0 | $165,878 |
| December 31, 2023 | 990-PF | $25,047 | $2,834 | $22,213 | $44,346 | $0 | $44,346 |
Financial details: 990-PF for the year ended December 31, 2025
Revenue
- Contributions, gifts and grants
- $75,000
- Dividends
- $6,053
- Interest
- $19
- Net gain from sales of assets
- $4
Expenses
- Grants and similar amounts paid
- $8,080
- Disbursements for charitable purposes
- $8,930
- Excise tax on investment income
- $73
Balance sheet and other
- Total assets, start of year
- $165,878
- Total assets, end of year
- $238,024
- Total liabilities, end of year
- $0
- Net assets, end of year
- $238,024
- Fair market value of assets
- $235,870
- Qualifying distributions
- $8,930
- Net investment income
- $6,076
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, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| STEPHEN WALKO 6833 S DAYTON PMB 200, GREENWOOD VILLAGE, CO 80112 | BOARD MEMBER | 0 | $0 |
| CARY WALKO 5833 S DAYTON PMB 200, GREENWOOD VILLAGE, CO 80112 | BOARD MEMBER | 0 | $0 |
990-PF for the year ended December 31, 2024: 2 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| STEPHEN WALKO 5994 S HOLLY STREET STE 200, GREENWOOD VILLAGE, CO 80111 | BOARD MEMBER | 0 | $0 |
| CARY WALKO 5994 S HOLLY STREET STE 200, GREENWOOD VILLAGE, CO 80111 | BOARD MEMBER | 0 | $0 |
990-PF for the year ended December 31, 2023: 2 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| STEPHEN WALKO 5994 S HOLLY STREET STE 200, GREENWOOD VILLAGE, CO 80111 | BOARD MEMBER | 0 | $0 |
| CARY WALKO 5994 S HOLLY STREET STE 200, GREENWOOD VILLAGE, CO 80111 | BOARD MEMBER | 0 | $0 |
Address and contacts
- Address (IRS master file)
- 6833 S DAYTON ST PMB 200, GREENWOOD VLG, CO 80112-3624
- In care of
- % STEPHEN WALKO
- Signed the 990-PF
- STEPHEN WALKO, BOARD MEMBER
- Phone
- (720) 220-2211
- Return prepared by
- DAVID LIPPA CPA PC
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 | 990-PF 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
- 88-2054599
- 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
- 2024
- Accounting year ends
- December
- Files
- Form 990-PF
- Category (NTEE)
- Philanthropy, voluntarism and grantmaking foundations (T22)
- Assets (IRS master file)
- $238,024
- Income (IRS master file)
- $81,076
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | December 2025 | $81,076 | $8,930 | $238,024 | XML |
| 990-PF | December 2024 | $125,061 | $3,529 | $165,878 | XML |
| 990-PF | December 2023 | $25,047 | $2,834 | $44,346 | XML |
| 990-PF | December 2022 | – | – | – | 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 88-2054599).
Questions about WALKO FAMILY CHARITABLE TRUST
- What is the EIN of WALKO FAMILY CHARITABLE TRUST?
- The employer identification number (EIN) of WALKO FAMILY CHARITABLE TRUST is 88-2054599.
- Is WALKO FAMILY CHARITABLE TRUST tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2024.
- Are donations to WALKO FAMILY CHARITABLE TRUST tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does WALKO FAMILY CHARITABLE TRUST file?
- Form 990-PF. Private foundations file every year.
- When is the next return of WALKO FAMILY CHARITABLE TRUST due?
- The return for tax year 2026 (the year ending December 31, 2026) is due May 17, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did WALKO FAMILY CHARITABLE TRUST last file with the IRS?
- The latest return in the IRS public files is the 990-PF for the year ended December 2025.
- Who are the officers and directors of WALKO FAMILY CHARITABLE TRUST?
- The 990-PF for the year ended December 31, 2025 lists 2 people; 0 received compensation from the organization.
- How much revenue does WALKO FAMILY CHARITABLE TRUST have?
- On its 990-PF for the year ended December 31, 2025 it reported revenue of $81,076, expenses of $8,930 and total assets of $238,024 at year end.
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All nonprofits in GREENWOOD VLG · Colorado · Philanthropy, voluntarism and grantmaking foundations