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ARCHIE D AND BERTHA H WALKER FOUNDATION

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Public IRS 990 nonprofit record

ARCHIE D AND BERTHA H WALKER FOUNDATION

EIN 41-6022758 · Private Grantmaking Foundations (T20)

What they do

ARCHIE D AND BERTHA H WALKER FOUNDATION .

Before you give

Should I give to this charity?

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We do not have enough spending detail

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Plain answer: A tax form cannot prove that a charity is doing good. It can show how the charity says it spent its money—and point out questions you should ask.

Basic facts we verified

IRS warning checkNo IRS revocation warning appears in this data.

Money report from 2025The charity has a recent tax report to read.

They explain their jobThe charity tells us what it is trying to do.

They name their leaders14 people are listed in the latest report.

You can reach themThey list contact information, so you can ask questions.

Money made simple

$80.41spent for every $100 of revenueRevenue covered expenses this year.
$18.79in assets for every $1 spent this yearSome assets cannot be spent right away.

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Money

Financial picture

Tax year 2025

A plain-language look at the latest Form 990 figures available. These numbers help you ask better questions; they do not, by themselves, rate whether a charity is good or bad.

Money in and money out

Revenue$620,086
Expenses$498,630
Annual surplus $121,456 Revenue was higher than expenses for this filing year.
See all reported dollar amounts
Revenue$620,086
Expenses$498,630
Assets$9,368,596
Income$1,541,470
Grants given$3,119,863
Average grant$16,334
Stocks and bonds$8,904,871
Accounting fees$55,708
Investing fees$58,317
People

Leadership and board

Tax year 2025

Names, titles, time, and compensation below are reported by the organization on its Form 990.

No compensation was reported for these leaders. The complete board and leadership roster is shown below.

Board and leadership roster (14)

ANNE JONESASST. SECRET

DANA MCCANNELTRUSTEE

DANIEL WALKERTRUSTEE

HERBERT MOTLEY JRTREASURER

JAMES HERONPRESIDENT

JULIA GILMORESECRETARY

JULIA LAMBTRUSTEE

JUSTIN GILMORETRUSTEE

LUCINDA WALKERVICE PRESIDE

NANCY HAUSERASST. TREASU

PETER MONEYTRUSTEE

PHILIP WALKERTRUSTEE

TERI MOTLEYTRUSTEE

WILLIAM FITTSTRUSTEE

About this charity

Recognized since
January 1954
Location
23505 SMITHTOWN RD 260, EXCELSIOR, MN 55331
County
Hennepin
In care of
JAMES HERON
Primary officer
JAMES HERON, PRESIDENT

How to reach them

Filing and classification

Latest tax year
2025
Tax period began
January 1, 2025
Return type
990PF
Tax preparer
ENESTVEDT & CHRISTENSEN LLP
NTEE classification
Private Grantmaking Foundations (T20)
IRS tax category
Private Grantmaking Foundations
Grant-giving organization
Yes

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About this report: Information comes from public nonprofit records and may show the latest filing available.

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