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 NameIan A 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
OrganizationCorporation
Exempt Organization StatusUnconditional Exemption
Tax Period12/2013
Assets$5,000,000 to $9,999,999
Income$1,000,000 to $4,999,999
Filing Requirement990 - Not required to file (all other)
Asset Amount$5,316,342
Amount of Income$1,439,398
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 2013: $1,439,398 (it was $5,974,387 in 2012)
The Walker Family Foundation: 

 $1,439,398
Other organizations performing similar types of work: 

 $105,507

Assets in 2013: $5,316,342 (it was $5,100,364 in 2012)
The Walker Family Foundation: 

 $5,316,342
Other organizations performing similar types of work: 

 $324,979

Expenses in 2013: $283,615
This organization: 

 $283,615
Other organizations performing similar types of work: 

 $49,065

Income to expenses ratio in 2013: 5.1
This organization: 

 5.1
Other organizations performing similar types of work: 

 1.0

Grants share in income in 2013: 9.2%
This organization: 

 9.2%
Other organizations performing similar types of work: 

 100.0%

Financial snapshot ($)

Revenue for 2013

Assets at the end of 2013

Expenses for 2013

Analysis of Revenue and Expenses (for 2013)
Revenue and expenses per booksNet investment incomeAdjusted net incomeDisbursements for charitable purposes (cash basis only)
Total revenue$499,593$453,418$0
Contributions, gifts, grants, etc., received$46,175
Interest on savings and temporary cash investments$0
Dividends and interest from securities$118,021
Gross rents$0
Gross sales price for all assets$1,275,202
Gross profit from sales of goods$0
Other income$0
Other$335,397
Total expenses and disbursements$283,615$90,479$0$188,411
Compensation of officers, directors, trustees, etc.$50,000
Pension plans, employee benefits$3,825
Legal fees$6,188
Accounting fees$640
Interest$0
Depreciation$4,775
Occupancy$0
Travel, conferences, and meetings$932
Printing and publications$0
Total operating and administrative expenses$159,615$90,479$64,411
Contributions, gifts, grants paid$124,000
Excess of revenue over expenses and disbursements$215,978
Net investment income$362,939
Adjusted net income$0
Balance Sheets
201120122013
Book ValueFair Market ValueBook ValueFair Market ValueBook ValueFair Market Value
Total assets$1,578,017$1,669,476$5,100,364$5,784,001$5,316,342$7,411,032
Cash - non-interest-bearing$33,898$15,096$120,936
Investments-U.S. and state government obligations$0$0$0
Investments-corporate stock$810,806$4,936,870$5,028,866
Investments-corporate bonds$0$0$0
Investments-mortgage loans$0$0$0
Investments-other$0$0$0
Other assets$0$0
Total liabilities$1$1$1
Mortgages and other notes payable$0$0$0
Other liabilities$0$0
Total liabilities and net assets/fund balances$1,578,017$5,100,364$5,316,342
Capital Gains and Losses for Tax on Investment Income
201120122013
Capital gain net income$136,377$1,698,740$335,397
Net capital loss$0$0$0
Excise Tax Based on Investment Income
201120122013
Domestic foundations that meet the section 4940(e) requirements (for Reduced Tax on Net Investment Income)NoNoNo
Tax based on investment income$3,065$35,717$7,259
Total credits and payments$5,360$3,080$17,860
Current year estimated tax payments and previous year's overpayment credited to current year$5,360$3,080$17,860
Exempt foreign organizations-tax withheld at source$0$0$0
Tax paid with application for extension of time to file (Form 8868)$0$0$0
Backup withholding erroneously withheld$0$0$0
Any penalty for underpayment of estimated tax$0$0$0
Tax due$32,637$0
Overpayment$0$10,601
Amount to be credited to next year's estimated tax$770$0$1,820
Statements Regarding Activities
201120122013
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?NoNoNo
Has the foundation engaged in any activities that have not previously been reported to the IRS?NoNo
Has the foundation made any changes, not previously reported to the IRS, in its governing instrument, articles of incorporation, or bylaws, or other similar instruments?NoNo
Has the foundation filed a tax return on Form 990-T for this year?NoNo
Was there a liquidation, termination, dissolution, or substantial contraction during the year?NoNoNo
Has the foundation furnished a copy of Form 990-PF to the Attorney General (or designate) of each state?YesYes
Is the foundation claiming status as a private operating foundation within the meaning of section 4942(j)(3) or 4942(j)(5) for current calendar year or the taxable year beginning in this year?NoNoNo
Did any persons become substantial contributors during the tax year?NoNo
Did the foundation make a distribution to a donor advised fund over which the foundation or a disqualified person had advisory privileges?NoNo
Did the foundation comply with the public inspection requirements for its annual returns and exemption application?YesYes
Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of Form 1041NoNo
Statements Regarding Activities for Which Form 4720 May Be Required
201120122013
During the year did the foundation (either directly or indirectly):
Engage in the sale or exchange, or leasing of property with a disqualified person?NoNoNo
Borrow money from, lend money to, or otherwise extend credit to (or accept it from) a disqualified person?NoNoNo
Furnish goods, services, or facilities to (or accept them from) a disqualified person?NoNoNo
Pay compensation to, or pay or reimburse the expenses of, a disqualified person?NoNoNo
Transfer any income or assets to a disqualified person (or make any of either available for the benefit or use of a disqualified person)?NoNoNo
Agree to pay money or property to a government official?NoNoNo
Did any of the acts fail to qualify under the exceptions described in Regulations section 53.4941(d)-3 or in a current notice regarding disaster assistance?NoNo
Did the foundation engage in a prior year in any of the acts, other than excepted acts, that were not corrected before the first day of the tax year beginning in this year?NoNo
At the end of this tax year, did the foundation have any undistributed income for tax year(s) beginning before this year?NoNoNo
Are there any years listed above for which the foundation is not applying the provisions of section 4942(a)(2) (relating to incorrect valuation of assets) to the year's undistributed income?NoNo
Did the foundation hold more than a 2% direct or indirect interest in any business enterprise at any time during the year?NoNoNo
Did the foundation have excess business holdings in this year as a result of (1) any purchase by the foundation or disqualified persons after May 26, 1969; (2) the lapse of the 5-year period (or longer period approved by the Commissioner under section 4943(c)(7)) to dispose of holdings acquired by gift or bequest; or (3) the lapse of the 10-, 15-, or 20-year first phase holding period?NoNoNo
Did the foundation invest during the year any amount in a manner that would jeopardize its charitable purposes?NoNoNo
Did the foundation make any investment in a prior year (but after December 31, 1969) that could jeopardize its charitable purpose that had not been removed from jeopardy before the first day of the tax year beginning in this year?NoNo
During the year did the foundation pay or incur any amount to:
Carry on propaganda, or otherwise attempt to influence legislation (section 4945(e))?NoNoNo
Influence the outcome of any specific public election (see section 4955); or to carry on, directly or indirectly, any voter registration drive?NoNoNo
Provide a grant to an individual for travel, study, or other similar purposes?NoNoNo
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)?NoNoNo
Provide for any purpose other than religious, charitable, scientific, literary, or educational purposes, or for the prevention of cruelty to children or animals?NoNoNo
Did any of the transactions fail to qualify under the exceptions described in Regulations section 53.4945 or in a current notice regarding disaster assistance?NoNo
Did the foundation, during the year, receive any funds, directly or indirectly, to pay premiums on a personal benefit contract?NoNo
Did the foundation, during the year, pay premiums, directly or indirectly, on a personal benefit contract?NoNo
Minimum Investment Return
201120122013
Fair market value of assets not used (or held for use) directly in carrying out charitable, etc., purposes$2,323,190$4,050,544$6,587,514
Net value of noncharitable-use assets$3,989,786$6,488,701
Minimum investment return$114,417$199,489$324,435
Distributable Amount
201120122013
Distributable amount$111,352$163,772$317,176
Undistributed Income
201120122013
Distributable amount for this year$111,352$163,772$317,176
Undistributed income for this year. This amount must be distributed in the next year$24,474$66,044$194,809
Private Operating Foundations (for 2010 - 2013)
2013201220112010Total
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
Supplementary Information (for 2013)
Grants approved for future payment$0
Analysis of Income-Producing Activities (for 2013)
AmountRelated or exempt function income
Program service revenue
Fees and contracts from government agencies$0$0
Membership dues and assessments$0$0
Interest on savings and temporary cash investments$0$0
Dividends and interest from securities$118,021$0
Information Regarding Transfers To and Transactions and Relationships With Noncharitable Exempt Organizations (for 2013)
Did the organization directly or indirectly engage in any of the following with any other organization described in section 501(c) of the Code (other than section 501(c)(3) organizations) or in section 527, relating to political organizations?
Transfers from the reporting foundation to a noncharitable exempt organization of:
CashNo
Other assetsNo
Other transactions:
Sales of assets to a noncharitable exempt organizationNo
Purchases of assets from a noncharitable exempt organizationNo
Rental of facilities, equipment, or other assetsNo
Reimbursement arrangementsNo
Loans or loan guaranteesNo
Performance of services or membership or fundraising solicitationsNo
Sharing of facilities, equipment, mailing lists, other assets, or paid employeesNo
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Organizations performing similar types of work
IdNameAddressStateEstablishedTotal Income
1Finley Family Foundation9450 Sw Gemini Dr 14354, Beaverton, OR 97008-7105OR2014-08$25,864,274
2Vibrant Village Foundation1737 Ne Alberta St, Portland, OR 97211-5890OR2010-02$23,864,651
3Yarg Foundation3805 N Colonial Ave, Portland, OR 97227-1005OR2012-02$21,322,818
4Cambia Health FoundationPO BOX 1271 STE WW2-25, Portland, OR 97207-1271OR2007-07$20,281,346
5Ralph Hull FoundationPO BOX 1084, Corvallis, OR 97339-1084OR2000-06$6,599,680
6Reser Family FoundationPO BOX 8, Beaverton, OR 97075-0008OR2010-08$4,343,149
7Robert And Frances Chaney FamilyfoundationPO BOX 840, Jacksonville, OR 97530-0840OR2006-08$2,773,403
8Joyce Miller Owens Charitable Foundation4910 Ne Holman St, Portland, OR 97218-1857OR2012-09$2,519,407
9The Stimson-Miller Foundation520 Sw Yamhill St Ste 700, Portland, OR 97204-1330OR1999-12$1,839,648
10Nancy & Richard Silverman Charitable Foundation2315 Ne 43rd Ave, Portland, OR 97213-1332OR2012-03$1,713,457
11The Walker Family Foundation16750 Se Kens Court, Milwaukie, OR 97267-4759OR1998-07$1,439,398
12Roundhouse Foundation Irrv Charitable Tr, Deggendorfer Kathy TteePO BOX 1784, Sisters, OR 97759-1784OR2002-12$1,360,526
13Stoller Family Foundation7401 Sw Washo Ct Ste 200, Tualatin, OR 97062-8343OR2003-02$750,489
14The Thompson Foundation Inc6860 Sw Winding Way, Corvallis, OR 97333-2609OR2001-05$695,937
15Bob And Evelyn Dieringer Family Foundation10505 Se 44th Ave, Milwaukie, OR 97222-5202OR2011-06$489,167
16City Care999 Ne 2nd St, Bend, OR 97701-4623OR2010-06$440,657
17Karuna Foundation3013 Ne 9th Ave, Portland, OR 97212-3150OR2011-05$358,550
18Spencer Family Foundation5665 Meadows Rd Ste 310, Lake Oswego, OR 97035-3192OR2005-10$329,471
19Stanton & Ernestine Bennett Charitable Tr, Bennett Milton Ttee4949 Meadows Rd Ste 400, Lake Oswego, OR 97035-3164OR2005-01$327,372
20The Wolf Family Charitable Foundation6331 Ne 112th Ave, Portland, OR 97220-1016OR1999-04$322,125
Number of organizations performing similar types of work
Alaska25
Alabama219
Arkansas78
Arizona303
California2,586
Colorado408
Connecticut419
District of Columbia111
Delaware583
Florida1,525
Georgia482
Hawaii85
Iowa178
Idaho58
Illinois1,113
Indiana311
Kansas157
Kentucky167
Louisiana161
Massachusetts705
Maryland425
Maine85
Michigan619
Minnesota384
Missouri346
Mississippi70
Montana69
North Carolina788
North Dakota20
Nebraska169
New Hampshire75
New Jersey876
New Mexico92
Nevada215
New York2,617
Ohio698
Oklahoma228
Oregon208
Pennsylvania1,086
Rhode Island184
South Carolina171
South Dakota32
Tennessee266
Texas1,263
Utah274
Virginia477
Vermont54
Washington401
Wisconsin354
West Virginia69
Wyoming63
International44
Total22,396

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