Walton County Foundation Inc

Monroe, GA
Tax-exempt since Jan. 1964
EIN: 58-6034766

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Type of Nonprofit

Designated as a 501(c)(3) Organizations for any of the following purposes: religious, educational, charitable, scientific, literary, testing for public safety, fostering national or international amateur sports competition (as long as it doesn't provide athletic facilities or equipment), or the prevention of cruelty to children or animals.

Donations to this organization are tax deductible.

Revenue

$3.47M (2024)

Expenses

$540k (2024)

Total Assets

$6.44M (2024)

Total Liabilities

$0 (2024)

Source: Form 990 tax filings from 2011 to 2024

Tax Filings by Year

Form 990 is an information return that most organizations claiming federal tax-exempt status must file yearly with the IRS. Nonprofit Explorer has IRS digitized Form 990 data for filings processed in 2012 and later. If this organization filed an amended return, it may not be reflected below. Duplicate download links may indicate a resubmission or amendment to this organization's original return. Form 990 data is from the IRS.

Fiscal Year Ending Sept.
2024

Revenue

$3,470,019

Expenses

$539,708

Net Income

$2,930,311

Net Assets

$6,439,980

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$3,236,954	93.3%
Interest Revenue	$0
Dividends	$135,106	3.9%
Sales of Assets	$96,659	2.8%
Other Income	$1,300	0.0%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$0
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$6,439,980
Total Liabilities	$0
Net Assets	$6,439,980

Compensation

Key Employees and Officers	Compensation	Other
Charles M Ferguson Jr (Trustee)	$0	$0
Lee Garrett (Vice Chairman)	$0	$0
Randolph Camp (Chairman)	$0	$0
Patricia Preston (Trustee)	$0	$0
Barbara J Gallman (Trustee)	$0	$0
Virginia Metcalf (Trustee)	$0	$0
Timothy G Shelnutt Jr (Trustee)	$0	$0
Rebecca P Dally (Secretary Treasurer)	$0	$0
Thomas Carter (Trustee)	$0	$0

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990-PF

Filed on Feb. 17, 2025

Primary tax return for a private foundation's activities, finances, and governance

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Fiscal Year Ending Sept.
2023

Revenue

$265,624

Expenses

$488,725

Net Income

-$223,101

Net Assets

$3,505,076

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$81,292	30.6%
Interest Revenue	$0
Dividends	$102,022	38.4%
Sales of Assets	$79,260	29.8%
Other Income	$250	0.1%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$0
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$3,505,076
Total Liabilities	$0
Net Assets	$3,505,076

Compensation

Key Employees and Officers	Compensation	Other
Charles M Ferguson Jr (Trustee)	$0	$0
Lee Garrett (Vice Chairman)	$0	$0
Randolph Camp (Chairman)	$0	$0
Patricia Preston (Trustee)	$0	$0
Barbara J Gallman (Trustee)	$0	$0
Virginia Metcalf (Trustee)	$0	$0
Timothy G Shelnutt Jr (Trustee)	$0	$0
Rebecca P Dally (Secretary Treasurer)	$0	$0
Thomas Carter (Trustee)	$0	$0

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990-PF

Filed on Feb. 15, 2024

Primary tax return for a private foundation's activities, finances, and governance

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Fiscal Year Ending Sept.
2022

Revenue

$586,087

Expenses

$509,551

Net Income

$76,536

Net Assets

$3,739,439

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$118,717	20.3%
Interest Revenue	$0
Dividends	$113,276	19.3%
Sales of Assets	$336,172	57.4%
Other Income	$1,122	0.2%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$441,980	86.7%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$3,739,439
Total Liabilities	$0
Net Assets	$3,739,439

Compensation

Key Employees and Officers	Compensation	Other
Charles M Ferguson Jr (Trustee)	$0	$0
Lee Garrett (Chairman)	$0	$0
Bettye Ray (Vice Chairman)	$0	$0
Dan Curry (Trustee)	$0	$0
Barbara J Gallman (Trustee)	$0	$0
Virginia Metcalf (Trustee)	$0	$0
Gary E Hobbs (Trustee)	$0	$0
Rebecca L Dally (Secretary Treasurer)	$0	$0
Perry Acuff (Trustee)	$0	$0

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990-PF

Filed on Feb. 13, 2023

Primary tax return for a private foundation's activities, finances, and governance

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Fiscal Year Ending Sept.
2021

Revenue

$685,164

Expenses

$793,601

Net Income

-$108,437

Net Assets

$3,693,768

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$39,222	5.7%
Interest Revenue	$0
Dividends	$91,134	13.3%
Sales of Assets	$538,408	78.6%
Other Income	$1,000	0.1%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$730,656	92.1%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$3,693,768
Total Liabilities	$0
Net Assets	$3,693,768

Compensation

Key Employees and Officers	Compensation	Other
Brenda L Kitchens (Trustee)	$0	$0
Lee Garrett (Vice Chairman)	$0	$0
Bettye Ray (Trustee)	$0	$0
Dan Curry (Trustee)	$0	$0
Meredith F Malcom (Chairman)	$0	$0
Thomas Carter (Trustee)	$0	$0
Gary E Hobbs (Trustee)	$0	$0
Rebecca L Dally (Secretary Treasurer)	$0	$0
Perry Acuff (Trustee)	$0	$0

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990-PF

Filed on Feb. 8, 2022

Primary tax return for a private foundation's activities, finances, and governance

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Fiscal Year Ending Sept.
2020

Revenue

$244,558

Expenses

$280,640

Net Income

-$36,082

Net Assets

$3,806,083

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$105,469	43.1%
Sales of Assets	$139,089	56.9%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$227,334	81.0%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$3,806,084
Total Liabilities	$1
Net Assets	$3,806,083

Compensation

Key Employees and Officers	Compensation	Other
Brenda L Kitchens (Trustee)	$0	$0
Lee Garrett (Trustee)	$0	$0
Pat Preston (Trustee)	$0	$0
Jean Gallman (Secretary Treasurer)	$0	$0
Meredith F Malcom (Vice Chairman)	$0	$0
Thomas Carter (Trustee)	$0	$0
Charles E Sanders (Chairman)	$0	$0
Rebecca L Dally (Trustee)	$0	$0
Perry Acuff (Trustee)	$0	$0

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990-PF

Filed on Feb. 12, 2021

Primary tax return for a private foundation's activities, finances, and governance

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Fiscal Year Ending Sept.
2019

Revenue

$247,818

Expenses

$287,590

Net Income

-$39,772

Net Assets

$3,835,993

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$106,903	43.1%
Sales of Assets	$140,392	56.7%
Other Income	$523	0.2%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$238,011	82.8%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$3,835,994
Total Liabilities	$1
Net Assets	$3,835,993

Compensation

Key Employees and Officers	Compensation	Other
Brenda L Kitchens (Trustee)	$0	$0
Meredith Malcom (Trustee)	$0	$0
Pat Preston (Trustee)	$0	$0
Jean Gallman (Secretary Treasurer)	$0	$0
Charles F Sanders (Vice Chairman)	$0	$0
Thomas Carter (Trustee)	$0	$0
Benjamin E Garrett (Chairman)	$0	$0
Mary L Reinagel (Trustee)	$0	$0
Gary Hobbs (Trustee)	$0	$0

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990-PF

Filed on Feb. 13, 2020

Primary tax return for a private foundation's activities, finances, and governance

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Fiscal Year Ending Sept.
2018

Revenue

$266,630

Expenses

$301,106

Net Income

-$34,476

Net Assets

$3,886,195

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$106,088	39.8%
Sales of Assets	$160,042	60.0%
Other Income	$500	0.2%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$251,170	83.4%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$3,886,195
Total Liabilities	$0
Net Assets	$3,886,195

Compensation

Key Employees and Officers	Compensation	Other
Donald L Garrett (Trustee)	$0	$0
Rebecca P Dally (Secretary Treasurer)	$0	$0
Pat Preston (Trustee)	$0	$0
Jean Gallman (Trustee)	$0	$0
Charles F Sanders (Trustee)	$0	$0
Mickey D Lankford (Chairman)	$0	$0
Benjamin E Garrett (Vice Chairman)	$0	$0
Mary L Reinagel (Trustee)	$0	$0
Gary Hobbs (Trustee)	$0	$0

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990-PF

Filed on Feb. 8, 2019

Primary tax return for a private foundation's activities, finances, and governance

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Fiscal Year Ending Sept.
2017

Revenue

$428,281

Expenses

$318,141

Net Income

$110,140

Net Assets

$3,778,192

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$105,284	24.6%
Sales of Assets	$321,958	75.2%
Other Income	$1,039	0.2%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$268,745	84.5%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$3,778,192
Total Liabilities	$0
Net Assets	$3,778,192

Compensation

Key Employees and Officers	Compensation	Other
Donald L Garrett (Chairman)	$0	$0
Rebecca P Dally (Secretary Treasurer)	$0	$0
Thomas Carter (Vice Chairman)	$0	$0
Randolph W Camp (Trustee)	$0	$0
William Thornton (Trustee)	$0	$0
Mickey D Lankford (Trustee)	$0	$0
Benjamin E Garrett (Trustee)	$0	$0
Mary L Reinagel (Trustee)	$0	$0
Gary Hobbs (Trustee)	$0	$0

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990-PF

Filed on Feb. 14, 2018

Primary tax return for a private foundation's activities, finances, and governance

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Fiscal Year Ending Sept.
2016

Revenue

$105,604

Expenses

$263,267

Net Income

-$157,663

Net Assets

$3,822,339

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$114,011	> 100%
Sales of Assets	-$8,767
Other Income	$360	0.3%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$225,566	85.7%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$3,822,339
Total Liabilities	$0
Net Assets	$3,822,339

Compensation

Key Employees and Officers	Compensation	Other
Jimmy Hogg (Treasurer)	$0	$0
Donald L Garrett (Vice Chairman)	$0	$0
Brenda L Kitchens (Trustee)	$0	$0
Rebecca P Dally (Secretary)	$0	$0
Thomas Carter (Trustee)	$0	$0
Randolph W Camp (Chairman)	$0	$0
William Thornton (Trustee)	$0	$0
Mickey D Lankford (Trustee)	$0	$0

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990-PF

Filed on March 3, 2017

Primary tax return for a private foundation's activities, finances, and governance

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Fiscal Year Ending Sept.
2015

Revenue

$153,563

Expenses

$304,082

Net Income

-$150,519

Net Assets

$3,990,694

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$131,272	85.5%
Sales of Assets	$21,733	14.2%
Other Income	$558	0.4%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$244,070	80.3%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$3,990,694
Total Liabilities	$0
Net Assets	$3,990,694

Compensation

Key Employees and Officers	Compensation	Other
Jimmy Hogg (Trustee)	$0	$0
Benjamin E Garrett (Trustee)	$0	$0
Eugene Kelly Jr (Chairman)	$0	$0
Jean Gallman (Treasurer)	$0	$0
Randolph W Camp (Secretary)	$0	$0

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990-PF

Filed on Feb. 10, 2016

Primary tax return for a private foundation's activities, finances, and governance

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Fiscal Year Ending Sept.
2014

Revenue

$420,148

Expenses

$291,608

Net Income

$128,540

Net Assets

$4,085,298

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$90,000	21.4%
Interest Revenue	$0
Dividends	$116,185	27.7%
Sales of Assets	$213,673	50.9%
Other Income	$290	0.1%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$228,189	78.3%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$4,085,298
Total Liabilities	$0
Net Assets	$4,085,298

Compensation

Key Employees and Officers	Compensation	Other
Benjamin E Garrett (Chairman)	$0	$0
Charles F Sanders (Trustee)	$0	$0
Jean Gallman (Treasurer)	$0	$0
Jimmy Hogg (Trustee)	$0	$0
Rebecca P Dally (Secretary)	$0	$0
Brenda Kitchens (Trustee)	$0	$0
Eugene Kelly Jr (Vice Chairma)	$0	$0
Donald Lee Garrett (Trustee)	$0	$0
Vickie H Williamson (Trustee)	$0	$0

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990-PF

Filed on Jan. 30, 2015

Primary tax return for a private foundation's activities, finances, and governance

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Fiscal Year Ending Sept.
2013

Revenue

$383,113

Expenses

$270,032

Net Income

$113,081

Net Assets

$3,956,757

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$124,947	32.6%
Sales of Assets	$257,545	67.2%
Other Income	$621	0.2%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$222,177	82.3%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$3,956,758
Total Liabilities	$1
Net Assets	$3,956,757

990-PF

Filed on Nov. 14, 2014

Primary tax return for a private foundation's activities, finances, and governance

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Fiscal Year Ending Sept.
2012

Revenue

$211,783

Expenses

$215,501

Net Income

-$3,718

Net Assets

$3,843,677

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$114,283	54.0%
Sales of Assets	$90,236	42.6%
Other Income	$7,264	3.4%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$164,000	76.1%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$3,885,950
Total Liabilities	$42,273
Net Assets	$3,843,677

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

Fiscal Year Ending Sept.
2011

Revenue

$325,829

Expenses

$253,162

Net Income

$72,667

Net Assets

$3,847,395

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$1,804	0.6%
Interest Revenue	$0
Dividends	$121,316	37.2%
Sales of Assets	$202,142	62.0%
Other Income	$567	0.2%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$191,093	75.5%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$3,863,077
Total Liabilities	$15,682
Net Assets	$3,847,395

Nonprofit Explorer includes summary data for nonprofit tax returns and full Form 990 documents, in both PDF and digital formats.

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Walton County Foundation Inc

Organization summary

Type of Nonprofit

Summary charts: organization finances over time

Revenue $3.47M (2024)

Expenses $540k (2024)

Total Assets $6.44M (2024)

Total Liabilities $0 (2024)

Tax Filings by Year

Fiscal Year Ending Sept. 2024

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Sept. 2023

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Sept. 2022

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Sept. 2021

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Sept. 2020

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Sept. 2019

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Sept. 2018

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Sept. 2017

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Sept. 2016

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Sept. 2015

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Sept. 2014

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Sept. 2013

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Document Links

990-PF

Revenue

$3.47M (2024)

Expenses

$540k (2024)

Total Assets

$6.44M (2024)

Total Liabilities

$0 (2024)

Fiscal Year Ending Sept.
2024

Fiscal Year Ending Sept.
2023

Fiscal Year Ending Sept.
2022

Fiscal Year Ending Sept.
2021

Fiscal Year Ending Sept.
2020

Fiscal Year Ending Sept.
2019

Fiscal Year Ending Sept.
2018

Fiscal Year Ending Sept.
2017

Fiscal Year Ending Sept.
2016

Fiscal Year Ending Sept.
2015

Fiscal Year Ending Sept.
2014

Fiscal Year Ending Sept.
2013

Fiscal Year Ending Sept.
2012

Fiscal Year Ending Sept.
2011

Fiscal Year Ending Sept.
2010

Fiscal Year Ending Sept.
2009

Fiscal Year Ending Sept.
2008

Fiscal Year Ending Sept.
2007

Fiscal Year Ending Sept.
2006

Fiscal Year Ending Sept.
2005

Fiscal Year Ending Sept.
2004

Fiscal Year Ending Sept.
2003

Fiscal Year Ending Sept.
2002

Fiscal Year Ending Sept.
2001

Fiscal Year Ending Sept.
2000