Nonprofit · EIN 41-6022758
ARCHIE D & BERTHA H WALKER FOUNDATION
Tax-exempt · EXCELSIOR, MN 55331
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2025 | 990-PF | $620,086 | $498,630 | $121,456 | $9,368,596 | $29,245 | $9,339,351 |
| December 31, 2024 | 990-PF | $647,308 | $540,181 | $107,127 | $9,129,377 | $32,199 | $9,097,178 |
| December 31, 2023 | 990-PF | $640,223 | $500,519 | $139,704 | $8,758,100 | $23,884 | $8,734,216 |
Financial details: 990-PF for the year ended December 31, 2025
Revenue
- Dividends
- $171,041
- Interest
- $1,308
- Net gain from sales of assets
- $447,407
- Other income
- $330
Expenses
- Grants and similar amounts paid
- $299,311
- Disbursements for charitable purposes
- $431,068
- Excise tax on investment income
- $7,804
Balance sheet and other
- Total assets, start of year
- $9,129,377
- Total assets, end of year
- $9,368,596
- Total liabilities, end of year
- $29,245
- Net assets, end of year
- $9,339,351
- Fair market value of assets
- $9,368,596
- Qualifying distributions
- $431,068
- Net investment income
- $619,756
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 December 31, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| JAMES HERON 9 POCAHONTAS TRAIL, MEDFORD, NJ 08055 | PRESIDENT | 5 | $0 |
| LUCINDA WALKER 214 OLD BARN, PO BOX 487, BROWNSVILLE, VT 05037 | VICE PRESIDE | 5 | $0 |
| HERBERT MOTLEY JR 23505 SMITHTOWN RD STE 260, EXCELSIOR, MN 55331 | TREASURER | 5 | $0 |
| JULIA GILMORE PO BOX 82, BLUE HILL, ME 04614 | SECRETARY | 5 | $0 |
| NANCY HAUSER 23505 SMITHTOWN RD STE 260, EXCELSIOR, MN 55331 | ASST. TREASU | 5 | $0 |
| ANNE JONES 23505 SMITHTOWN RD STE 260, EXCELSIOR, MN 55331 | ASST. SECRET | 5 | $0 |
| TERI MOTLEY 6 CARY ST, NAHANT, MA 01908 | TRUSTEE | 3 | $0 |
| JUSTIN GILMORE 23505 SMITHTOWN RD STE 260, EXCELSIOR, MN 55331 | TRUSTEE | 3 | $0 |
| JULIA LAMB 10006 CROSS CREEK BLVD 438, TAMPA, FL 33647 | TRUSTEE | 3 | $0 |
| DANA MCCANNEL 645 COMMERCIAL ST, PROVINCETOWN, MA 02657 | TRUSTEE | 3 | $0 |
| PETER MONEY 214 OLD BARN, PO BOX 487, BROWNSVILLE, VT 05037 | TRUSTEE | 3 | $0 |
| WILLIAM FITTS 38 NELSON AVE, PROVINCETOWN, MA 02657 | TRUSTEE | 3 | $0 |
| DANIEL WALKER 23505 SMITHTOWN RD STE 260, EXCELSIOR, MN 55331 | TRUSTEE | 3 | $0 |
| PHILIP WALKER 23505 SMITHTOWN RD STE 260, EXCELSIOR, MN 55331 | TRUSTEE | 3 | $0 |
990-PF for the year ended December 31, 2024: 13 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| JAMES HERON 9 POCAHONTAS TRAIL, MEDFORD, NJ 08055 | PRESIDENT | 5 | $0 |
| LUCINDA WALKER 214 OLD BARN, PO BOX 487, BROWNSVILLE, VT 05037 | VICE PRESIDE | 5 | $0 |
| HERBERT MOTLEY JR 23505 SMITHTOWN RD STE 260, EXCELSIOR, MN 55331 | TREASURER | 5 | $0 |
| JULIA GILMORE PO BOX 82, BLUE HILL, ME 04614 | SECRETARY | 5 | $0 |
| NANCY HAUSER 23505 SMITHTOWN RD STE 260, EXCELSIOR, MN 55331 | ASST. TREASU | 5 | $0 |
| ANNE JONES 23505 SMITHTOWN RD STE 260, EXCELSIOR, MN 55331 | ASST. SECRET | 5 | $0 |
| TERI MOTLEY 6 CARY ST, NAHANT, MA 01908 | TRUSTEE | 3 | $0 |
| JUSTIN GILMORE 23505 SMITHTOWN RD STE 260, EXCELSIOR, MN 55331 | TRUSTEE | 3 | $0 |
| JULIA LAMB 10006 CROSS CREEK BLVD 438, TAMPA, FL 33647 | TRUSTEE | 3 | $0 |
| DANA MCCANNEL 645 COMMERCIAL ST, PROVINCETOWN, MA 02657 | TRUSTEE | 3 | $0 |
| PETER MONEY 214 OLD BARN, PO BOX 487, BROWNSVILLE, VT 05037 | TRUSTEE | 3 | $0 |
| WILLIAM FITTS 38 NELSON AVE, PROVINCETOWN, MA 02657 | TRUSTEE | 3 | $0 |
| DANIEL WALKER 23505 SMITHTOWN RD STE 260, EXCELSIOR, MN 55331 | TRUSTEE | 3 | $0 |
990-PF for the year ended December 31, 2023: 13 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| JAMES HERON 9 POCAHONTAS TRAIL, MEDFORD, NJ 08055 | PRESIDENT | 5 | $0 |
| LUCINDA WALKER 214 OLD BARN, PO BOX 487, BROWNSVILLE, VT 05037 | VICE PRESIDE | 5 | $0 |
| HERBERT MOTLEY JR 23505 SMITHTOWN RD STE 260, EXCELSIOR, MN 55331 | TREASURER | 5 | $0 |
| JULIA GILMORE PO BOX 82, BLUE HILL, ME 04614 | SECRETARY | 5 | $0 |
| NANCY HAUSER 23505 SMITHTOWN RD STE 260, EXCELSIOR, MN 55331 | ASST. TREASU | 5 | $0 |
| ANNE JONES 23505 SMITHTOWN RD STE 260, EXCELSIOR, MN 55331 | ASST. SECRET | 5 | $0 |
| TERI MOTLEY 6 CARY ST, NAHANT, MA 01908 | TRUSTEE | 3 | $0 |
| JUSTIN GILMORE 23505 SMITHTOWN RD STE 260, EXCELSIOR, MN 55331 | TRUSTEE | 3 | $0 |
| JULIA LAMB 10006 CROSS CREEK BLVD 438, TAMPA, FL 33647 | TRUSTEE | 3 | $0 |
| DANA MCCANNEL 645 COMMERCIAL ST, PROVINCETOWN, MA 02657 | TRUSTEE | 3 | $0 |
| PETER MONEY 214 OLD BARN, PO BOX 487, BROWNSVILLE, VT 05037 | TRUSTEE | 3 | $0 |
| WILLIAM FITTS 38 NELSON AVE, PROVINCETOWN, MA 02657 | TRUSTEE | 3 | $0 |
| DANIEL WALKER 23505 SMITHTOWN RD STE 260, EXCELSIOR, MN 55331 | TRUSTEE | 3 | $0 |
Address and contacts
- Address (IRS master file)
- 23505 SMITHTOWN RD STE 260, EXCELSIOR, MN 55331-4548
- Signed the 990-PF
- JAMES HERON, PRESIDENT
- Phone
- (952) 380-1350
- Website
- WWW.ABWALKERFOUNDATION.ORG
- Return prepared by
- ENESTVEDT & CHRISTENSEN 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 December, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | December 31, 2025 | May 15, 2026 | 990-PF on file |
| 2024 | December 31, 2024 | May 15, 2025 | 990-PF on file |
| 2023 | December 31, 2023 | May 15, 2024 | 990-PF on file |
IRS record
- EIN
- 41-6022758
- 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
- 1954
- Accounting year ends
- December
- Files
- Form 990-PF
- Assets (IRS master file)
- $9,368,596
- Income (IRS master file)
- $1,541,470
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | December 2025 | $620,086 | $498,630 | $9,368,596 | IRS |
| 990-PF | December 2024 | $647,308 | $540,181 | $9,129,377 | IRS |
| 990-PF | December 2023 | $640,223 | $500,519 | $8,758,100 | XML |
| 990-PF | December 2022 | – | – | – | IRS |
| 990-PF | December 2021 | – | – | – | IRS |
| 990-PF | December 2020 | – | – | – | IRS |
| 990-PF | December 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 41-6022758).
Questions about ARCHIE D & BERTHA H WALKER FOUNDATION
- What is the EIN of ARCHIE D & BERTHA H WALKER FOUNDATION?
- The employer identification number (EIN) of ARCHIE D & BERTHA H WALKER FOUNDATION is 41-6022758.
- Is ARCHIE D & BERTHA H WALKER FOUNDATION tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1954.
- Are donations to ARCHIE D & BERTHA H WALKER FOUNDATION tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does ARCHIE D & BERTHA H WALKER FOUNDATION file?
- Form 990-PF. Private foundations file every year.
- When is the next return of ARCHIE D & BERTHA H WALKER FOUNDATION due?
- The return for tax year 2026 (the year ending December 31, 2026) is due May 17, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did ARCHIE D & BERTHA H WALKER FOUNDATION last file with the IRS?
- The latest return in the IRS public files is the 990-PF for the year ended December 2025.
- Who are the officers and directors of ARCHIE D & BERTHA H WALKER FOUNDATION?
- The 990-PF for the year ended December 31, 2025 lists 14 people; 0 received compensation from the organization.
- How much revenue does ARCHIE D & BERTHA H WALKER FOUNDATION have?
- On its 990-PF for the year ended December 31, 2025 it reported revenue of $620,086, expenses of $498,630 and total assets of $9,368,596 at year end.
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