The Walker Family Foundation in Milwaukie, Oregon (OR)

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The Walker Family Foundation
Employer Identification Number (EIN)911796945
Name of OrganizationThe Walker Family Foundation
In Care of NameWendell Walker
Address16750 Se Kens Court, Milwaukie, OR 97267-4759
ActivitiesGifts, grants, or loans to other organizations
SubsectionCharitable Organization
Ruling Date07/1998
DeductibilityContributions are deductible
FoundationPrivate non-operating foundation
Exempt Organization StatusUnconditional Exemption
Tax Period12/2012
Assets$5,000,000 to $9,999,999
Income$5,000,000 to $9,999,999
Filing Requirement990 - Not required to file (all other) (990-PF required)
Asset Amount$5,100,364
Amount of Income$5,974,387
Form 990 Revenue Amount$176,348
National Taxonomy of Exempt Entities (NTEE)Philanthropy, Voluntarism and Grantmaking Foundations: Private Grantmaking Foundations

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Amount of income in 2012: $5,974,387 (it was $562,330 in 2011)
The Walker Family Foundation: 

Other organizations performing similar types of work: 


Assets in 2012: $5,100,364 (it was $1,578,017 in 2011)
The Walker Family Foundation: 

Other organizations performing similar types of work: 


Financial snapshot ($)

Revenue for 2011

Expenses for 2011

Assets for 2011

Analysis of Revenue and Expenses (for 2011)
Revenue and expenses per booksNet investment incomeAdjusted net incomeDisbursements for charitable purposes (cash basis only)
Total revenue$176,348$176,348$0
Contributions, gifts, grants, etc., received$0
Interest on savings and temporary cash investments$0
Dividends and interest from securities$39,971
Gross rents$0
Gross profit from sales of goods$0
Other income$0
Total expenses and disbursements$113,867$23,105$0$90,762
Compensation of officers, directors, trustees, etc.$0
Total operating and administrative expenses$23,847$23,105$742
Contributions, gifts, grants paid$90,020
Excess of revenue over expenses and disbursements$62,481
Net investment income$153,243
Adjusted net income$0
Balance Sheets (for 2011)
Book ValueFair Market Value
Total assets$1,578,017$1,669,476
Cash - non-interest-bearing$33,898
Investments-U.S. and state government obligations$0
Investments-corporate stock$810,806
Investments-corporate bonds$0
Investments-mortgage loans$0
Total liabilities$1
Mortgages and other notes payable$0
Total liabilities and net assets/fund balances$1,578,017
Capital Gains and Losses for Tax on Investment Income (for 2011)
Capital gain net income$136,377
Net capital loss$0
Excise Tax Based on Investment Income (for 2011)
Domestic foundations that meet the section 4940(e) requirements (for Reduced Tax on Net Investment Income)No
Tax based on investment income$3,065
Total credits and payments$5,360
2011 estimated tax payments and 2010 overpayment credited to 2011$5,360
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$0
Amount to be credited to 2012 estimated tax$770
Statements Regarding Activities (for 2011)
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 2011 or the taxable year beginning in 2011?No
Statements Regarding Activities for Which Form 4720 May Be Required (for 2011)
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 2011, did the foundation have any undistributed income for tax year(s) beginning before 2011?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 2011)
Fair market value of assets not used (or held for use) directly in carrying out charitable, etc., purposes$2,323,190
Net value of noncharitable-use assets$2,288,340
Minimum investment return$114,417
Distributable Amount (for 2011)
Distributable amount$111,352
Undistributed Income (for 2011)
Distributable amount for 2011$111,352
Undistributed income for 2011. This amount must be distributed in 2012$24,474
Private Operating Foundations (for 2011)
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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Organizations performing similar types of work
IdNameAddressStateEstablishedTotal Income
1Knight Foundation1 Sw Bowerman Dr, Beaverton, OR 97005-0979OR1997-05$63,514,789
2The Walker Family Foundation16750 Se Kens Court, Milwaukie, OR 97267-4759OR1998-07$5,974,387
3Sharkey Family Charitable Foundation1101 Siskiyou Blvd, Ashland, OR 97520-2238OR1995-02$1,500,076
4Richard And Mary Rosenberg Charitable Foundation2855 Sw Rutland Ter, Portland, OR 97205-5855OR1996-11$970,984
5Riverdale School FoundationPO BOX 69015, Portland, OR 97239-0015OR1993-10$914,939
6Schnitzer-Novack FoundationPO BOX 10047, Portland, OR 97296-0047OR1997-07$642,060
7Sisters Schools Foundation IncPO BOX 2155, Sisters, OR 97759-2155OR1997-01$245,807
8The@william A Schmidt And Carolyn B Schmidt Charitable Foundation, Schmidt William & Carolyn Ttees60670 Telluride Dr, Bend, OR 97702-8101OR1998-04$184,664
9Richard I Swenson TrustPO BOX 1012, Salem, OR 97308-1012OR1998-08$182,226
10Wintz Family Foundation10610 Sw Inverness Ct, Portland, OR 97219-6399OR1997-03$102,777
11Wilson-Dean Family Foundation126 Loop Rd, Myrtle Creek, OR 97457-9442OR1998-05$21,440
12The Faass Foundation Inc25400 Sw Harmony Rd, Sheridan, OR 97378-9629OR1997-01$9,717
13Quantum Charitable Trust, Williams Bruce L TteeC/O 11040 Sw Barbur Blvd, Portland, OR 97219OR1996-05$1,929
14Wolokahn Foundation3620 Sw 60th Pl, Portland, OR 97221-1277OR1998-05$913
15Zwaanstra Foundation452 Ne Lincoln St, Hillsboro, OR 97124-3148OR1997-02$53
16Wilson-Humphreys Foundation1999 Sw Troon Ave, Bend, OR 97702-3143OR1998-05$27
17St Laurent Family FoundationPO BOX 1784, Medford, OR 97501-0140OR1995-08$20
18Republic Fidelity Foundation11040 Sw Barbur Blvd, Portland, OR 97219-8686OR1997-06$1
19A Gift Of Life Foundation Of Oregon IncPO BOX 888, Woodburn, OR 97071-0888OR1995-02$0
20Gold Beach Booster Club IncPO BOX 703, Gold Beach, OR 97444-0703OR1997-08$0
Number of organizations performing similar types of work
District of Columbia24
North Carolina135
North Dakota2
New Hampshire17
New Jersey210
New Mexico24
New York530
Rhode Island33
South Carolina40
South Dakota12
West Virginia9
Total5,243 is not associated with, endorsed by, or sponsored by The Walker Family Foundation and has no official or unofficial affiliation with The Walker Family Foundation