Archie D & Bertha H Walker Foundation in Excelsior, Minnesota (MN)
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
- Other organizations in Minnesota
| Archie D & Bertha H Walker Foundation | |
| Employer Identification Number (EIN) | 416022758 |
| Name of Organization | Archie D & Bertha H Walker Foundation |
| Address | 23505 Smithtown Rd Ste 260, Excelsior, MN 55331-4548 |
| Activities | Gifts, grants, or loans to other organizations |
| Subsection | Charitable Organization |
| Ruling Date | 03/1954 |
| Deductibility | Contributions are deductible |
| Foundation | Private non-operating foundation |
| Organization | Corporation |
| Exempt Organization Status | Unconditional Exemption |
| Tax Period | 12/2013 |
| Assets | $1,000,000 to $4,999,999 |
| Income | $1,000,000 to $4,999,999 |
| Filing Requirement | 990 - Not required to file (all other) |
| Asset Amount | $4,553,492 |
| Amount of Income | $2,036,759 |
| Form 990 Revenue Amount | $298,222 |
Non-representatives - add comments:
Revenue for 2012
Expenses for 2012
Assets for 2012
| 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 | $446,674 | $446,674 | $0 | |
| Contributions, gifts, grants, etc., received | $0 | |||
| Interest on savings and temporary cash investments | $211 | |||
| Dividends and interest from securities | $157,510 | |||
| Gross rents | $0 | |||
| Gross profit from sales of goods | $0 | |||
| Other income | $1,000 | |||
| Other | $287,953 | |||
| Total expenses and disbursements | $448,585 | $54,969 | $0 | $381,307 |
| Compensation of officers, directors, trustees, etc. | $0 | |||
| Total operating and administrative expenses | $163,335 | $54,969 | $100,532 | |
| Contributions, gifts, grants paid | $285,250 | |||
| Excess of revenue over expenses and disbursements | $-1,911 | |||
| Net investment income | $391,705 | |||
| Adjusted net income | $0 | |||
| Balance Sheets (for 2012) | ||
| Book Value | Fair Market Value | |
|---|---|---|
| Total assets | $4,467,021 | $6,257,857 |
| Cash - non-interest-bearing | $2,940 | |
| Investments-U.S. and state government obligations | $1,169,496 | |
| Investments-corporate stock | $2,641,388 | |
| Investments-corporate bonds | $423,102 | |
| Investments-mortgage loans | $0 | |
| Investments-other | $0 | |
| Other | $230,095 | |
| Total liabilities | $27,583 | |
| Mortgages and other notes payable | $0 | |
| Other | $27,583 | |
| Total liabilities and net assets/fund balances | $4,439,438 | |
| Capital Gains and Losses for Tax on Investment Income (for 2012) | |
| Capital gain net income | $287,953 |
| 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 | $7,834 |
| Total credits and payments | $7,410 |
| 2012 estimated tax payments and 2011 overpayment credited to 2012 | $7,410 |
| 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 | $47 |
| Tax due | $471 |
| Overpayment | $0 |
| Amount to be credited to 2013 estimated tax | $0 |
| 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 | $6,313,351 |
| Net value of noncharitable-use assets | $6,218,660 |
| Minimum investment return | $310,933 |
| Distributable Amount (for 2012) | |
| Distributable amount | $303,099 |
| Undistributed Income (for 2012) | |
| Distributable amount for 2012 | $303,099 |
| 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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| Other organizations in Minnesota | |||||
| Id | Name | Address | State | Established | Total Income |
|---|---|---|---|---|---|
| 1 | Arc Minnesota, Mower County | 401 2nd Ave Ne, Austin, MN 55912-3418 | MN | 2015-02 | $132,228 |
| 2 | Arc Minnesota, Southwest Minnesota | PO BOX 674, Fairmont, MN 56031-0674 | MN | 1972-10 | $168,650 |
| 3 | Arc Northland | 424 W Superior St Ste 201, Duluth, MN 55802-1542 | MN | 1952-11 | $2,684,108 |
| 4 | Arc Northland Endowment Fund | 424 West Superior Street, Duluth, MN 55802-1532 | MN | 2002-09 | $3,143 |
| 5 | Arc Retreat Community | 1680 373rd Ave Ne, Stanchfield, MN 55080-8024 | MN | 1977-01 | $218,917 |
| 6 | The Arc Southeastern Minnesota Incorporated, Olmsted County | 6301 Bandel Rd Nw Ste 605, Rochester, MN 55901-8660 | MN | 2001-03 | $412,901 |
| 7 | Arc West Central | 810 4th Ave S, Moorhead, MN 56560-2800 | MN | 1975-06 | $105,635 |
| 8 | Arcata Press, Saint Paul Almanac | 275 4th St E Ste 701, Saint Paul, MN 55101-1895 | MN | 2006-12 | $378,559 |
| 9 | Archery Manufacturers Organization | PO BOX 70, New Ulm, MN 56073-0070 | MN | 1957-10 | $4,393,629 |
| 10 | Archie C And Jane Mcdonald Black Charitable Tr, Black Archie C & J Mcdonald Co-Ttee | 924 Adeline Ln N, Golden Valley, MN 55422-4701 | MN | 1997-07 | $7,967 |
| 11 | Archie D & Bertha H Walker Foundation | 23505 Smithtown Rd Ste 260, Excelsior, MN 55331-4548 | MN | 1954-03 | $2,036,759 |
| 12 | Arcola Mills Historic Foundation | 12905 Arcola Trl N, Stillwater, MN 55082-8574 | MN | 1994-12 | $70,491 |
| 13 | Arctander Lake Andrew Mutual Ins Co | PO BOX 393, New London, MN 56273-0393 | MN | 1985-05 | $293,957 |
| 14 | Area 728 Youth Baseball Inc | 12671 Meadowvale Rd St Q, Elk River, MN 55330 | MN | 2012-05 | $136,801 |
| 15 | Area Agriculture Information Center | 17303 Us Highway 59 Ne, Thief Rvr Fls, MN 56701-8545 | MN | 1987-07 | $11,004 |
| 16 | Area Committees Association Inc | 5778 West Arrowhead Road, Duluth, MN 55811 | MN | 2000-02 | $38,675 |
| 17 | Area Neighborhood Service Center Inc | PO BOX 128, Waseca, MN 56093-0128 | MN | 1983-11 | $595,312 |
| 18 | Area Partnership For Economic Expansion | 306 W Superior St Ste 902, Duluth, MN 55802-5020 | MN | 2004-10 | $639,116 |
| 19 | Area Vii Agehr, American Guild Of English Handbell | 612 Redwood St B, Marshall, MN 56258-3038 | MN | 1988-02 | $98,015 |
| 20 | Arena Dances Inc | 2201 Third Ave S, Minneapolis, MN 55404-3544 | MN | 2004-05 | $165,312 |
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