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Nonprofiteer
← THE STEVEN AND LOTTIE WALKER FAMILY FOUNDATION

Form 990 for tax year 2024

Filed by THE STEVEN AND LOTTIE WALKER FAMILY FOUNDATION.

Totals

Total revenue
$343,909
Total expenses
$61,238
Contributions and grants received
$0
Grants paid
$53,500
Program service revenue
$0
Investment income
$343,909
Other revenue
$0
Total assets, end of year
$4,821,550
Total liabilities, end of year
$1,970
Net assets or fund balances, end of year
$4,819,580
Program services expenses (Part IX)
$53,500
Management and general expenses
$7,738
Fundraising expenses
$0
Program service expenses (Part III)
$53,500

Program services were 87.4% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.

Line items

Every line the filer filed in Parts VIII, IX and X, as filed and in filed order. Blank columns are left out, and the lines are not forced to add up to the totals above.

Revenue

Part VIII, the statement of revenue.

  • 3 · Investment income

    total $108,139 · excluded $108,139

  • 7a · Gross sales of assets other than inventory

    securities $750,000 · other assets $235,770

  • 7b · Less cost or other basis and sales expenses

    securities $750,000 · other assets $0

  • 7c · Gain or loss

    securities $0 · other assets $235,770

  • 7d · Net gain or loss

    total $235,770 · excluded $235,770

Functional expenses

Part IX, the statement of functional expenses.

  • 1 · Grants to domestic organizations and governments

    total $53,500 · program services $53,500

  • 11c · Fees: accounting

    total $5,721 · management and general $5,721

  • 24a · Other expenses: OFFICE ADMINISTRATION

    total $1,900 · management and general $1,900

  • 24b · Other expenses: FOREIGN TAXES

    total $67 · management and general $67

  • 24c · Other expenses: FILING FEES

    total $50 · management and general $50

Balance sheet

Part X, book values.

  • 2 · Savings and temporary cash investments

    beginning of year $256,736 · end of year $1,529,229

  • 11 · Investments: publicly traded securities

    beginning of year $3,974,725 · end of year $3,274,659

  • 15 · Other assets

    beginning of year $0 · end of year $17,662

  • 25 · Other liabilities

    beginning of year $0 · end of year $1,970

  • 27 · Net assets without donor restrictions

    beginning of year $4,231,461 · end of year $4,819,580

Mission and programs · 2024

Mission

TO PROVIDE FINANCIAL SUPPORT TO VARIOUS CHARITABLE, SCIENTIFIC, RELIGIOUS AND EDUCATIONAL ORGANIZATIONS.

  • CHARITABLE GIVING

    Expenses $53,500 · Grants $53,500

As filed on the 2024 return.

Listed in Part VII

  • Deborah Johnston

    TREAS./COMMUNITY DIR.

    Total calculated
    $369,842
    From this org
    $0
    From related orgs
    $327,105
    Other
    $42,737
    Hours/week
    0.1 + 40.7 related

    Schedule J breakdown matched by us

    Base
    $0 + $317,105 related
    Bonus
    $0 + $10,000 related
    Other
    $0
    Deferred
    $0 + $24,538 related
    Nontaxable benefits
    $0 + $18,199 related
    Filer's total
    $0 + $369,842 related

  • Ellen Rosen

    ASST. SEC./COMMUNITY DIR.

    Total calculated
    $267,610
    From this org
    $0
    From related orgs
    $231,014
    Other
    $36,596
    Hours/week
    0.1 + 40.7 related

    Schedule J breakdown matched by us

    Base
    $0 + $221,014 related
    Bonus
    $0 + $10,000 related
    Other
    $0
    Deferred
    $0 + $22,842 related
    Nontaxable benefits
    $0 + $13,754 related
    Filer's total
    $0 + $267,610 related

  • Nate Walker

    PRESIDENT/FAMILY DIR.

    Total calculated
    $0
    Hours/week
    0.1 + 0.1 related

  • Rebecca Goodrich Wolfe

    VICE PRES./FAMILY DIR.

    Total calculated
    $0
    Hours/week
    0.1

  • Linda Goodrich

    SEC./FAMILY DIR.

    Total calculated
    $0
    Hours/week
    0.1

  • Michelle Walker

    ASST. SEC./FAMILY DIR.

    Total calculated
    $0
    Hours/week
    0.1 + 0.1 related

  • Mark Lainer

    ASST. TREAS./COMMUNITY DIR.

    Total calculated
    $0
    Hours/week
    0.1 + 0.6 related

  • Jonathan Cookler

    COMMUNITY DIR.

    Total calculated
    $0
    Hours/week
    0.1

  • Lorin Fife

    COMMUNITY DIR.

    Total calculated
    $0
    Hours/week
    0.1 + 1 related

Compensation is as filed in Part VII: reportable pay from this organization and from related organizations, other compensation, and hours per week. The total, marked calculated, is our sum of the three dollar columns, with a blank column counted as $0; the form itself has no total. On a Form 990-EZ the columns are Part IV's instead, and on a Form 990-PF Part VIII's — compensation, contributions to benefit plans, and expense account — and the total sums those. A Schedule J breakdown is as filed: base pay, bonus, other, deferred compensation and nontaxable benefits from this organization, with any from related organizations beside each, and the filer's own total. It is shown with the Part VII listing of the same name on the same return. The form gives no key between the two, so that pairing is ours, and is marked matched by us.

Schedule J

Answered yes

None.

Answered no

  • 4a · Severance or change-of-control payment
  • 4b · Supplemental nonqualified retirement plan
  • 4c · Equity-based compensation arrangement
  • 5a · Pay contingent on this organization's revenues
  • 5b · Pay contingent on a related organization's revenues
  • 6a · Pay contingent on this organization's net earnings
  • 6b · Pay contingent on a related organization's net earnings
  • 7 · Other non-fixed payments
  • 8 · Paid under the initial-contract exception

Part I's answers as filed. A line not listed was left unanswered; on lines 1a and 3 that means the box was not checked.

Grants on this return

Related organizations on this return

Schedule R Part II: tax-exempt organizations related to the filer by control. It does not record shared board members or money.

Provenance

Return type
form_990
Tax year
2024
Filed
31 October 2025
IRS schema version
2024v5.2
Source object
202543169349302354

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