Schedule B
(Form 990, 990-EZ,
or 990-PF)
Department of the Treasury
Internal Revenue Service
Schedule of Contributors

Arrow Bullet Attach to Form 990, 990-EZ, or 990-PF.
Arrow Bullet Go to www.irs.gov/Form990 for the latest information.
OMB No. 1545-0047
2020
Name of the organization
Walton Family Foundation Inc
 
Employer identification number

13-3441466
Organization type (check one):
Filers of:
Section:
Form 990 or 990-EZ






Form 990-PF




Check if your organization is covered by the General Rule or a Special Rule.  
Note: Only a section 501(c)(7), (8), or (10) organization can check boxes for both the General Rule and a Special Rule. See instructions.
General Rule
Special Rules
......... Arrow Bullet $  
Caution: An organization that isn't covered by the General Rule and/or the Special Rules doesn't file Schedule B (Form 990,
990-EZ, or 990-PF), but it must answer “No” on Part IV, line 2, of its Form 990; or check the box on line H of its Form 990-EZ
or on its Form 990PF, Part I, line 2, to certify that it doesn't meet the filing requirements of Schedule B (Form 990,
990-EZ, or 990-PF).
For Paperwork Reduction Act Notice, see the Instructions
for Form 990, 990-EZ, or 990-PF.
Cat. No. 30613XSchedule B (Form 990, 990-EZ, or 990-PF) (2020)
Page 2
Schedule B (Form 990, 990-EZ, or 990-PF) (2020) Page 2
Name of organization
Walton Family Foundation Inc
  		Employer identification number
13-3441466
Part I
Contributors
Contributors (see instructions). Use duplicate copies of Part I if additional space is needed.
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
1
HRW Trust No 1 UAD 01172003
 
8805 TAMIAMI TRAIL N SUITE 108
 
NAPLES, FL34108

$ 15,756,830


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
2
HRW Trust No 2 UAD 01172003
 
8805 TAMIAMI TRAIL N SUITE 108
 
NAPLES, FL34108

$ 15,756,830


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
3
HRW Trust No 3 UAD 01172003
 
8805 TAMIAMI TRAIL N SUITE 108
 
NAPLES, FL34108

$ 13,551,159


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
4
HRW Trust No 4 UAD 01172003
 
8805 TAMIAMI TRAIL N SUITE 108
 
NAPLES, FL34108

$ 13,551,159


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
5
JTW Trust No 1 UAD 9192002
 
8805 TAMIAMI TRAIL N SUITE 108
 
NAPLES, FL34108

$ 38,330,326


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
6
JTW Trust No 2 UAD 9192002
 
8805 TAMIAMI TRAIL N SUITE 108
 
NAPLES, FL34108

$ 38,330,326


(Complete Part II for noncash contributions.)
Schedule B (Form 990, 990-EZ, or 990-PF) (2020)
Name of organization
Walton Family Foundation Inc
  		Employer identification number
13-3441466
Part I
Contributors
Contributors (see instructions). Use duplicate copies of Part I if additional space is needed.
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
7
JTW Trust No 3 UAD 9192002
 
8805 TAMIAMI TRAIL N SUITE 108
 
NAPLES, FL34108

$ 38,330,326


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
8
JTW Trust No 4 UAD 9192002
 
8805 TAMIAMI TRAIL N SUITE 108
 
NAPLES, FL34108

$ 38,330,326


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
9
JTW Trust No 5 UAD 91902
 
8805 TAMIAMI TRAIL N SUITE 108
 
NAPLES, FL34108

$ 38,330,326


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
10
HRW Testamentary Trust No 1
 
8805 TAMIAMI TRAIL N SUITE 108
 
NAPLES, FL34108

$ 25,116,102


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
11
HRW Testamentary Trust No 2
 
8805 TAMIAMI TRAIL N SUITE 108
 
NAPLES, FL34108

$ 25,116,102


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
12
HRW Testamentary Trust No 3
 
8805 TAMIAMI TRAIL N SUITE 108
 
NAPLES, FL34108

$ 25,116,102


(Complete Part II for noncash contributions.)
Schedule B (Form 990, 990-EZ, or 990-PF) (2020)
Name of organization
Walton Family Foundation Inc
  		Employer identification number
13-3441466
Part I
Contributors
Contributors (see instructions). Use duplicate copies of Part I if additional space is needed.
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
13
HRW Testamentary Trust No 4
 
8805 TAMIAMI TRAIL N SUITE 108
 
NAPLES, FL34108

$ 25,116,102


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
14
HRW Testamentary Trust No 5
 
8805 TAMIAMI TRAIL N SUITE 108
 
NAPLES, FL34108

$ 18,429,675


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
15
HRW Testamentary Trust No 6
 
8805 TAMIAMI TRAIL N SUITE 108
 
NAPLES, FL34108

$ 18,429,675


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
16
HRW Testamentary Trust No 7
 
8805 TAMIAMI TRAIL N SUITE 108
 
NAPLES, FL34108

$ 18,429,675


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
17
HRW Testamentary Trust No 8
 
8805 TAMIAMI TRAIL N SUITE 108
 
NAPLES, FL34108

$ 18,429,675


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
18
HRW Testamentary Trust No 9
 
8805 TAMIAMI TRAIL N SUITE 108
 
NAPLES, FL34108

$ 16,806,336


(Complete Part II for noncash contributions.)
Schedule B (Form 990, 990-EZ, or 990-PF) (2020)
Name of organization
Walton Family Foundation Inc
  		Employer identification number
13-3441466
Part I
Contributors
Contributors (see instructions). Use duplicate copies of Part I if additional space is needed.
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
19
HRW Testamentary Trust No 10
 
8805 TAMIAMI TRAIL N SUITE 108
 
NAPLES, FL34108

$ 16,806,336


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
20
HRW Testamentary Trust No 11
 
8805 TAMIAMI TRAIL N SUITE 108
 
NAPLES, FL34108

$ 16,806,336


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
21
HRW Testamentary Trust No 12
 
8805 TAMIAMI TRAIL N SUITE 108
 
NAPLES, FL34108

$ 16,806,336


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
22
STEUART L WALTON
 
PO BOX 1860
 
BENTONVILLE, AR72712

$ 12,331,800


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
23
JAMES M WALTON
 
PO BOX 1860
 
BENTONVILLE, AR72712

$ 35,455,788


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
24
ALICE A PROIETTI
 
PO BOX 1860
 
BENTONVILLE, AR72712

$ 36,244,780


(Complete Part II for noncash contributions.)
Schedule B (Form 990, 990-EZ, or 990-PF) (2020)
Name of organization
Walton Family Foundation Inc
  		Employer identification number
13-3441466
Part I
Contributors
Contributors (see instructions). Use duplicate copies of Part I if additional space is needed.
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
25
LUKAS T WALTON
 
PO BOX 1860
 
BENTONVILLE, AR72712

$ 19,837,920


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
26
STEUART L WALTON
 
PO BOX 1860
 
BENTONVILLE, AR72712

$ 418,502


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
27
THOMAS L WALTON
 
PO BOX 1860
 
BENTONVILLE, AR72712

$ 418,501


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
28
Rock House Charitable Trust UAD June 25 2019
 
825 Eighth Avenue Suite 4370
 
New York, NY10019

$ 44,430,705


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
 
 
 
 

$  


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
 
 
 
 

$  


(Complete Part II for noncash contributions.)
Schedule B (Form 990, 990-EZ, or 990-PF) (2020)
Page 3
Schedule B (Form 990, 990-EZ, or 990-PF) (2020)
Page 3
Name of organization
Walton Family Foundation Inc
  		Employer identification number

13-3441466
Part II
Noncash Property (see instructions). Use duplicate copies of Part II if additional space is needed.
(a)
No. from Part I		 (b)
Description of noncash property given		 (c)
FMV (or estimate)
(See instructions) 		(d)
Date received
22
 81.600 SHARES OF PUBLICLY TRADED SECURITIES $ 12,331,800 2020-11-24
(a)
No. from Part I		 (b)
Description of noncash property given		 (c)
FMV (or estimate)
(See instructions) 		(d)
Date received
23
 245,000 SHARES OF PUBLICLY TRADED SECURITIES $ 35,455,788 2020-12-29
(a)
No. from Part I		 (b)
Description of noncash property given		 (c)
FMV (or estimate)
(See instructions) 		(d)
Date received
24
 253,000 SHARES OF PUBLICLY TRADED SECURITIES $ 36,244,780 2020-12-23
(a)
No. from Part I		 (b)
Description of noncash property given		 (c)
FMV (or estimate)
(See instructions) 		(d)
Date received
25
 222,000 SHARES OF PUBLICLY TRADED SECURITIES $ 19,837,920 2020-12-02
(a)
No. from Part I		 (b)
Description of noncash property given		 (c)
FMV (or estimate)
(See instructions) 		(d)
Date received
26
 LAND - 10.13 ACRES $ 418,502 2020-09-30
(a)
No. from Part I		 (b)
Description of noncash property given		 (c)
FMV (or estimate)
(See instructions) 		(d)
Date received
27
 LAND - 10.13 ACRES $ 418,501 2020-09-30
Schedule B (Form 990, 990-EZ, or 990-PF) (2020)
Page 4
Schedule B (Form 990, 990-EZ, or 990-PF) (2020)
Page 4
Name of organization
Walton Family Foundation Inc
  		Employer identification number

13-3441466
Part III
Exclusively religious, charitable, etc., contributions to organizations described in section 501(c)(7), (8), or (10) that total more than $1,000 for the year from any one contributor. Complete columns (a) through (e) and the following line entry. For organizations completing Part III, enter the total of exclusively religious, charitable, etc., contributions of $1,000 or less for the year. (Enter this information once. See instructions.) Arrow Bullet$  
Use duplicate copies of Part III if additional space is needed.
(a)
No. from Part I		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
 
(e) Transfer of gift
Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
 
 
     
 
(a)
No. from Part I		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
 
(e) Transfer of gift
Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
 
 
     
 
(a)
No. from Part I		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
 
(e) Transfer of gift
Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
 
 
     
 
(a)
No. from Part I		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
 
(e) Transfer of gift
Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
 
 
     
 
Schedule B (Form 990, 990-EZ, or 990-PF) (2020)
Additional Data


Software ID: 20011424
Software Version: 2020v4.0