Nonprofit · EIN 27-1036148
WALKER CHARITABLE TRUST
Tax-exempt · VENICE, FL 34293
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| September 30, 2025 | 990-PF | $622,014 | $1,287,719 | -$665,705 | $13,048,564 | $0 | $13,048,564 |
Financial details: 990-PF for the year ended September 30, 2025
Revenue
- Dividends
- $754,733
- Interest
- $12,211
- Net gain from sales of assets
- -$108,827
- Other income
- -$36,103
Expenses
- Grants and similar amounts paid
- $1,135,706
- Compensation of officers, directors and key employees
- $800
- Disbursements for charitable purposes
- $1,137,052
- Excise tax on investment income
- $8,717
Balance sheet and other
- Total assets, start of year
- $13,585,215
- Total assets, end of year
- $13,048,564
- Total liabilities, end of year
- $0
- Net assets, end of year
- $13,048,564
- Fair market value of assets
- $30,172,789
- Qualifying distributions
- $1,137,052
- Net investment income
- $764,399
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 September 30, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| LORI SCHULZ C/O 165 BRAEMAR AVE, VENICE, FL 34293 | TRUSTEE | 2 | $400 |
| MARCUS SCHULZ C/O 165 BRAEMAR AVE, VENICE, FL 34293 | TRUSTEE | 2 | $400 |
| CRAIG ROBBINS C/O 165 BRAEMAR AVE, VENICE, FL 34293 | TRUSTEE | 1 | $0 |
| MICHAEL D WILLIS 165 BRAEMAR AVE, VENICE, FL 34293 | TRUSTEE | 4 | $0 |
Address and contacts
- Address (IRS master file)
- 165 BRAEMAR AVE, VENICE, FL 34293-8218
- In care of
- % MICHAEL D WILLIS LLC
- Signed the 990-PF
- MICHAEL D WILLIS, TRUSTEE
- Phone
- (920) 366-9403
- Return prepared by
- HAWKINS ASH CPAS LLP
What it must file and when
IRS records say it files Form 990-PF. Private foundations file every year. Its accounting year ends in September, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | September 30, 2026 | February 15, 2027 | Not due yet |
| 2024 | September 30, 2025 | February 16, 2026 | 990-PF on file |
| 2023 | September 30, 2024 | February 17, 2025 | 990-PF on file |
IRS record
- EIN
- 27-1036148
- 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
- 2009
- Accounting year ends
- September
- Files
- Form 990-PF
- Category (NTEE)
- Philanthropy, voluntarism and grantmaking foundations (T22)
- Assets (IRS master file)
- $13,048,564
- Income (IRS master file)
- $1,042,665
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | September 2025 | – | – | – | IRS |
| 990-T | September 2025 | – | – | – | IRS |
| 990-PF | September 2024 | – | – | – | IRS |
| 990-T | September 2024 | – | – | – | IRS |
| 990-PF | September 2023 | $2,514,630 | $1,110,377 | $14,317,456 | IRS |
| 990-T | September 2023 | – | – | – | IRS |
| 990-PF | September 2022 | – | – | – | IRS |
| 990-T | September 2022 | – | – | – | IRS |
| 990-PF | September 2021 | – | – | – | IRS |
| 990-PF | September 2020 | – | – | – | IRS |
| 990-PF | September 2018 | – | – | – | IRS |
990-N: the IRS publishes only the latest e-Postcard per organization; earlier years appear here as 990.tax collects the monthly files. 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.
Questions about WALKER CHARITABLE TRUST
- What is the EIN of WALKER CHARITABLE TRUST?
- The employer identification number (EIN) of WALKER CHARITABLE TRUST is 27-1036148.
- Is WALKER CHARITABLE TRUST tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2009.
- Are donations to WALKER CHARITABLE TRUST tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does WALKER CHARITABLE TRUST file?
- Form 990-PF. Private foundations file every year.
- When is the next return of WALKER CHARITABLE TRUST due?
- The return for tax year 2025 (the year ending September 30, 2026) is due February 15, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did WALKER CHARITABLE TRUST last file with the IRS?
- The latest return in the IRS public files is the 990-PF for the year ended September 2025.
- Who are the officers and directors of WALKER CHARITABLE TRUST?
- The 990-PF for the year ended September 30, 2025 lists 4 people; 2 received compensation from the organization, the highest $400 (LORI SCHULZ, TRUSTEE).
- How much revenue does WALKER CHARITABLE TRUST have?
- On its 990-PF for the year ended September 30, 2025 it reported revenue of $622,014, expenses of $1,287,719 and total assets of $13,048,564 at year end.
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