Nonprofit · EIN 20-1049109
WALNUT FOUNDATION
Tax-exempt · BILLINGS, MT 59102
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| April 30, 2025 | 990-PF | $16,486 | $25,029 | -$8,543 | $405,293 | $0 | $405,293 |
| April 30, 2024 | 990-PF | $20,254 | $26,915 | -$6,661 | $413,836 | $0 | $413,836 |
| April 30, 2023 | 990-PF | $1,711 | $30,742 | -$29,031 | $420,497 | $0 | $420,497 |
Financial details: 990-PF for the year ended April 30, 2025
Revenue
- Dividends
- $16,486
Expenses
- Grants and similar amounts paid
- $25,000
- Compensation of officers, directors and key employees
- $0
- Disbursements for charitable purposes
- $25,000
- Excise tax on investment income
- $229
Balance sheet and other
- Total assets, start of year
- $413,836
- Total assets, end of year
- $405,293
- Total liabilities, end of year
- $0
- Net assets, end of year
- $405,293
- Fair market value of assets
- $405,293
- Qualifying distributions
- $25,000
- Net investment income
- $16,486
From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.
Officers, directors and key employees
As listed on the 990-PF for the year ended April 30, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| MICHAEL JACKSON 4811 E CALLE JABALI, TUCSON, AZ 85711 | PRESIDENT | 1 | $0 |
990-PF for the year ended April 30, 2024: 1 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| MICHAEL JACKSON 4811 E CALLE JABALI, TUCSON, AZ 85711 | PRESIDENT | 1 | $0 |
990-PF for the year ended April 30, 2023: 2 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| M CHARLES JACKSON 4811 E CALLE JABALI, TUCSON, AZ 85711 | PRESIDENT | 1 | $0 |
| MICHAEL JACKSON 4811 E CALLE JABALI, TUCSON, AZ 85711 | SEC/TREAS | 1 | $0 |
Address and contacts
- Address (IRS master file)
- 3131 SOLAR BLVD UNIT 10, BILLINGS, MT 59102-6814
- In care of
- % M CHARLES JACKSON
- Signed the 990-PF
- MICHAEL JACKSON, SEC/TREAS
- Phone
- (406) 641-0724
- Return prepared by
- HBL CPAS
What it must file and when
IRS records say it files Form 990-PF. Private foundations file every year. Its accounting year ends in April, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | April 30, 2026 | September 15, 2026 | Not on file |
| 2024 | April 30, 2025 | September 15, 2025 | 990-PF on file |
| 2023 | April 30, 2024 | September 16, 2024 | 990-PF on file |
IRS record
- EIN
- 20-1049109
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Private non-operating foundation
- Donations deductible (Pub 78)
- Private foundation, 30% limit
- Exempt since
- 2004
- Accounting year ends
- April
- Files
- Form 990-PF
- Category (NTEE)
- Philanthropy, voluntarism and grantmaking foundations (T22)
- Assets (IRS master file)
- $405,293
- Income (IRS master file)
- $16,486
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | April 2025 | $16,486 | $25,029 | $405,293 | XML |
| 990-PF | April 2024 | $20,254 | $26,915 | $413,836 | XML |
| 990-PF | April 2023 | $1,711 | $30,742 | $420,497 | XML |
| 990-PF | April 2022 | – | – | – | IRS |
| 990-PF | April 2021 | – | – | – | IRS |
| 990-PF | April 2020 | – | – | – | IRS |
| 990-PF | April 2019 | – | – | – | IRS |
| 990-PF | April 2018 | – | – | – | IRS |
990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 20-1049109).
Questions about WALNUT FOUNDATION
- What is the EIN of WALNUT FOUNDATION?
- The employer identification number (EIN) of WALNUT FOUNDATION is 20-1049109.
- Is WALNUT FOUNDATION tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2004.
- Are donations to WALNUT FOUNDATION tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does WALNUT FOUNDATION file?
- Form 990-PF. Private foundations file every year.
- When is the next return of WALNUT FOUNDATION due?
- The return for tax year 2025 (the year ending April 30, 2026) is due September 15, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did WALNUT FOUNDATION last file with the IRS?
- The latest return in the IRS public files is the 990-PF for the year ended April 2025.
- Who are the officers and directors of WALNUT FOUNDATION?
- The 990-PF for the year ended April 30, 2025 lists 1 person; 0 received compensation from the organization.
- How much revenue does WALNUT FOUNDATION have?
- On its 990-PF for the year ended April 30, 2025 it reported revenue of $16,486, expenses of $25,029 and total assets of $405,293 at year end.
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