Nonprofit · EIN 45-3144785
JERRY H WALTON FOUNDATION
Tax-exempt · SEDRO WOOLLEY, WA 98284
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2025 | 990-PF | $1,022,847 | $545,506 | $477,341 | $11,786,637 | $47,500 | $11,739,137 |
| December 31, 2024 | 990-PF | $1,122,889 | $480,185 | $642,704 | $10,296,957 | $70,000 | $10,226,957 |
| December 31, 2023 | 990-PF | $670,355 | $474,823 | $195,532 | $9,384,307 | $55,000 | $9,329,307 |
Financial details: 990-PF for the year ended December 31, 2025
Revenue
- Contributions, gifts and grants
- $525,815
- Dividends
- $313,546
- Net gain from sales of assets
- $183,486
Expenses
- Grants and similar amounts paid
- $357,500
- Compensation of officers, directors and key employees
- $102,600
- Disbursements for charitable purposes
- $495,653
- Excise tax on investment income
- $6,216
Balance sheet and other
- Total assets, start of year
- $10,296,957
- Total assets, end of year
- $11,786,637
- Total liabilities, end of year
- $47,500
- Net assets, end of year
- $11,739,137
- Fair market value of assets
- $11,786,637
- Qualifying distributions
- $495,653
- Net investment income
- $497,032
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 | Other / benefits |
|---|---|---|---|---|
| TERRI MAIK 23921 SWEDE CREEK LN, SEDRO WOOLLEY, WA 98284 | EXECUTIVE DIRECTOR | 40 | $102,600 | $28,780 |
| JOAN PENNEY 4210 LUPINE DRIVE, MOUNT VERNON, WA 98273 | SECRETARY | 1 | $0 | $0 |
| RANDY BODE 7714 BIRCH BAY DR 306, BLAINE, WA 98230 | VICE PRESIDENT | 1 | $0 | $0 |
| DENNIS WILLIAMS 638 BRIAR RD, BELLINGHAM, WA 98225 | PRESIDENT | 1 | $0 | $0 |
990-PF for the year ended December 31, 2024: 4 people
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| TERRI MAIK 23921 SWEDE CREEK LN, SEDRO WOOLLEY, WA 98284 | EXECUTIVE DIRECTOR | 40 | $102,600 | $30,975 |
| JOAN PENNEY 4210 LUPINE DRIVE, MOUNT VERNON, WA 98273 | SECRETARY | 1 | $0 | $0 |
| RANDY BODE 7714 BIRCH BAY DR 306, BLAINE, WA 98230 | VICE PRESIDENT | 1 | $0 | $0 |
| DENNIS WILLIAMS 638 BRIAR RD, BELLINGHAM, WA 98225 | PRESIDENT | 1 | $0 | $0 |
990-PF for the year ended December 31, 2023: 4 people
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| TERRI MAIK 23921 SWEDE CREEK LN, SEDRO WOOLLEY, WA 98284 | EXECUTIVE DIRECTOR | 40 | $102,600 | $28,540 |
| JOAN PENNEY 4210 LUPINE DRIVE, MOUNT VERNON, WA 98273 | SECRETARY | 1 | $0 | $0 |
| RANDY BODE 7714 BIRCH BAY DR 306, BLAINE, WA 98230 | VICE PRESIDENT | 1 | $0 | $0 |
| DENNIS WILLIAMS 638 BRIAR RD, BELLINGHAM, WA 98225 | PRESIDENT | 1 | $0 | $0 |
Address and contacts
- Address (IRS master file)
- 23921 SWEDE CREEK LN, SEDRO WOOLLEY, WA 98284-8408
- In care of
- % TERRI MAIK
- Signed the 990-PF
- TERRI MAIK, EXECUTIVE DIRECTOR
- Phone
- (360) 399-1359
- Return prepared by
- LARSON GROSS ADVISORS LLC
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
- 45-3144785
- 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
- 2011
- Accounting year ends
- December
- Files
- Form 990-PF
- Category (NTEE)
- Philanthropy, voluntarism and grantmaking foundations (T22)
- Assets (IRS master file)
- $11,786,637
- Income (IRS master file)
- $1,999,683
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | December 2025 | $1,022,847 | $545,506 | $11,786,637 | IRS |
| 990-PF | December 2024 | $1,122,889 | $480,185 | $10,296,957 | IRS |
| 990-PF | December 2023 | $670,355 | $474,823 | $9,384,307 | XML |
| 990-PF | December 2022 | – | – | – | IRS |
| 990-PF | December 2021 | – | – | – | IRS |
| 990-PF | December 2020 | – | – | – | IRS |
| 990-PF | December 2019 | – | – | – | 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 45-3144785).
Questions about JERRY H WALTON FOUNDATION
- What is the EIN of JERRY H WALTON FOUNDATION?
- The employer identification number (EIN) of JERRY H WALTON FOUNDATION is 45-3144785.
- Is JERRY H WALTON FOUNDATION tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2011.
- Are donations to JERRY H WALTON FOUNDATION tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does JERRY H WALTON FOUNDATION file?
- Form 990-PF. Private foundations file every year.
- When is the next return of JERRY H WALTON 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 JERRY H WALTON 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 JERRY H WALTON FOUNDATION?
- The 990-PF for the year ended December 31, 2025 lists 4 people; 1 received compensation from the organization, the highest $102,600 (TERRI MAIK, EXECUTIVE DIRECTOR).
- How much revenue does JERRY H WALTON FOUNDATION have?
- On its 990-PF for the year ended December 31, 2025 it reported revenue of $1,022,847, expenses of $545,506 and total assets of $11,786,637 at year end.
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