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JERRY H. WALTON FOUNDATION

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Company Details

Legal Name: JERRY H. WALTON FOUNDATION
Jurisdiction: WASHINGTON
Entity Type: WA NONPROFIT CORPORATION
Category: DOMESTIC ENTITY
Status: Active
Formation/ Registration Date: July 25th 2011
Expiration date: 31 Jul 2026
UBI Number: 603 130 980
FEIN Number: 45-3144785
Purpose: TO ASSIST HOMELESS, ASSIST VICTIMS OF DOMESTIC VIOLENCE, ASSIST YOUTH -
ZIP code: 98284
City: Sedro Woolley
County: SKAGIT
Home State: WASHINGTON
Principal Office Street Address: Google Maps Logo 23921 SWEDE CREEK LN, SEDRO WOOLLEY, WA, 98284-8408, UNITED STATES

Contact Details

E-Mail: JHWTRUSTEE@OUTLOOK.COM
jhwtrustee@outlook.com
Phone Number: +1 360-399-1359

Nature of Business

Charitable

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Registered Agent Information

Name Role Address
TERRI MAIK Registered Agent 23921 SWEDE CREEK LN, SEDRO WOOLLEY, WA, 98284-8408, UNITED STATES

Key Officers & Management

Name Role Address
JOAN PENNEY Governing Person -
DENNIS WILLIAMS Governing Person -
RANDY BODE Governing Person -
JOAN PENNEY SECRETARY 4210 LUPINE DR, MOUNT VERNON, WA, 98273-6600, UNITED STATES
DENNIS WILLIAMS PRESIDENT 638 BRIAR RD, BELLINGHAM, WA, 98225-7814, UNITED STATES
TERRI MAIK EXECUTIVE DIRECTOR 23921 SWEDE CREEK LN, SEDRO WOOLLEY, WA, 98284-8408, UNITED STATES
RANDY BODE VICE PRESIDENT 23921 SWEDE CREEK LN, SEDRO WOOLLEY, WA, 98284-8408, UNITED STATES

Tax Exempt

Employer Identification Number (EIN):
45-3144785
In Care Of Name:
% TERRI MAIK
Ruling Date:
2011-12
National Taxonomy Of Exempt Entities:
Philanthropy, Voluntarism and Grantmaking Foundations: Private Independent Foundations
Deductibility:
Type of organization and use of contribution: A private foundation. Deductibility Limitation: 30% (generally)

Determination Letters

Link:
Download file

Copies of Returns

Return Type:
990PF
Tax Period:
202212
Link:
Download 990PF
Return Type:
990PF
Tax Period:
202112
Link:
Download 990PF
Return Type:
990PF
Tax Period:
202012
Link:
Download 990PF

Charity/Fundraiser/Trust

Registration Number:
1332596
Type:
CHARITABLE TRUST
Status:
Active
Renewal Date:
2025-11-30

Financial History

Fiscal Begin Date:
2023-01-01
Fiscal End Date:
2023-12-31
Begin Assets:
$8,232,314.00
Revenue:
$670,355.00
Expenses:
$474,823.00
End Assets:
$9,384,307.00
Compensation:
$102,600.00
Grant Contributions Program Service:
$404,000.00
Fiscal Begin Date:
2022-01-01
Fiscal End Date:
2022-12-31
Begin Assets:
$10,235,856.00
Revenue:
-$844,168.00
Expenses:
$566,666.00
End Assets:
$8,232,314.00
Compensation:
$95,000.00
Grant Contributions Program Service:
$339,000.00
Fiscal Begin Date:
2021-01-01
Fiscal End Date:
2021-12-31
Begin Assets:
$9,542,109.00
Revenue:
$1,626,956.00
Expenses:
$493,515.00
End Assets:
$10,235,856.00
Compensation:
$87,000.00
Grant Contributions Program Service:
$364,000.00
Fiscal Begin Date:
2020-01-01
Fiscal End Date:
2020-12-31
Begin Assets:
$8,624,166.00
Revenue:
$532,650.00
Expenses:
$445,488.00
End Assets:
$9,542,109.00
Compensation:
$85,673.00
Grant Contributions Program Service:
$289,500.00
Fiscal Begin Date:
2019-01-01
Fiscal End Date:
2019-12-31
Begin Assets:
$6,714,294.00
Revenue:
$1,906,944.00
Expenses:
$424,805.00
End Assets:
$8,624,166.00
Compensation:
$82,500.00
Grant Contributions Program Service:
$258,675.00
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