Civic Intelligence

Paul T Walton Jr Charitable Foundation

990PF • Fiscal year 2017 • EIN 81-2645760

Jan 01, 2017 to Dec 31, 2017 • Filed on Apr 30, 2018

Organization Profile
4766 South Holladay BlvdHolladay, UT 84121

(801) 987-8948

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

17th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2017 filings • $5M-$10M nonprofits • Source year 2017

Liabilities / Revenue

17th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2017 filings • $5M-$10M nonprofits • Source year 2017

Net Margin

100th percentile

100%

Higher net margin than 100% of similar nonprofits.

2017 filings • $5M-$10M nonprofits • Source year 2017

Top Officer Pay

28th percentile

$0

Higher top officer pay than 28% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

2017 filings • $5M-$10M nonprofits • Source year 2017

Asset Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2017

Revenue Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2017

Balance Sheet
Liabilities / Assets17th percentile

Assets

$6,204,373

No earlier filing loaded for comparison.

Net Assets

$6,204,373

No earlier filing loaded for comparison.

Liabilities

$0

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / Revenue17th percentileNet Margin100th percentile

Revenue

$6,134,542

No earlier filing loaded for comparison.

Expenses

$0

No earlier filing loaded for comparison.

Net Income

$6,134,542

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset GrowthScore unavailable

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$15M$10M$5.0M$0Assets 2017: $6,204,373Liabilities 2017: $0Net Assets 2017: $6,204,3732017Assets 2018: $6,562,392Liabilities 2018: $0Net Assets 2018: $6,562,3922018Assets 2019: $6,789,882Liabilities 2019: $0Net Assets 2019: $6,789,8822019Assets 2020: $6,975,130Liabilities 2020: $0Net Assets 2020: $6,975,1302020Assets 2021: $10,146,576Liabilities 2021: $0Net Assets 2021: $10,146,5762021Assets 2022: $9,949,815Liabilities 2022: $0Net Assets 2022: $9,949,8152022Assets 2023: $9,781,080Liabilities 2023: $0Net Assets 2023: $9,781,0802023Assets 2024: $9,814,094Liabilities 2024: $0Net Assets 2024: $9,814,0942024

Highlighted filing

2017

Assets$6,204,373
Liabilities$0
Net Assets$6,204,373
Open 2017 Filing

Operations Trend

Revenue GrowthScore unavailable

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$8.0M$6.0M$4.0M$2.0M$0-$2.0MRevenue 2017: $6,134,542Expenses 2017: $0Net Income 2017: $6,134,5422017Revenue 2018: $409,457Expenses 2018: $51,438Net Income 2018: $358,0192018Revenue 2019: $860,895Expenses 2019: $633,405Net Income 2019: $227,4902019Revenue 2020: $225,176Expenses 2020: $44,381Net Income 2020: $180,7952020Revenue 2021: $3,068,277Expenses 2021: $311,363Net Income 2021: $2,756,9142021Revenue 2022: $384,838Expenses 2022: $460,740Net Income 2022: -$75,9022022Revenue 2023: $434,414Expenses 2023: $599,664Net Income 2023: -$165,2502023Revenue 2024: $613,588Expenses 2024: $570,274Net Income 2024: $43,3142024

Highlighted filing

2017

Revenue$6,134,542
Expenses$0
Net Income$6,134,542
Open 2017 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2017 to Dec 31, 2017
Signed
Apr 30, 2018
Return Version
2017v2.3
Compensation and Service Providers
Top Officer Pay28th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
STUART B MATHESONExecutive Di-$0--
NANCY L GREENLEEAdmin. Comm.-$0--
JEREMY NIELSONAdmin. Comm.-$0--
LAUREL CANNON ALDERAdmin. Comm.-$0--
-Trust Office-$0--
Filing and Contact Details

Filer

Filer Name
Paul T Walton Jr Charitable
EIN
81-2645760
Phone
8019878948
Address
4766 SOUTH HOLLADAY BLVD, HOLLADAY, UT 84121

Signing Officer

Name
Stuart B Matheson
Title
Executive Director
Phone
8019878948
Signed
2018-04-30
Discuss with paid preparer
Yes

Preparer

Firm
Pinnock Robbins Posey & Richins Pc
Address
215 S STATE ST STE 850, SALT LAKE CITY, UT 84111-2380
Preparer
James R Beaudoin
Phone
8015330409
Raw XML Appendix261 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

Path#Value
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt0640000
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt11880000
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt2460000
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt31980000
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt4750000
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt5229635
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt0633539
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt11748794
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt2467393
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt31979082
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt4777108
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt5234360
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm0AQR LARGE CAP MULTI STYLE FUND
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm1BRIDGEWAY OMNI SMALL CAP VALUE
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm2DFA INTERNATIONAL CORE EQUITY
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm3DFA US CORE EQUITY II
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm4DFA EMERGING MARKETS CORE EQ PORT
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm5DFA INTERNATIONAL VALUE PORT III
IRS990PF/AnalysisIncomeProducingActyGrp/DivAndIntFromSecPartVIIGrp/ExclusionAmt021
IRS990PF/AnalysisIncomeProducingActyGrp/DivAndIntFromSecPartVIIGrp/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/ExclusionAmt021
IRS990PF/AnalysisIncomeProducingActyGrp/TotalIncomeProducingActyAmt021
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidRevAndExpnssAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/ContriRcvdRevAndExpnssAmt06134521
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsNetInvstIncmAmt021
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnssAmt021
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessRevenueOverExpensesAmt06134542
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncomeAmt021
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnssAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvstIncmAmt021
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevAndExpnssAmt06134542
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnssAmt00
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt06134542
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherDecreasesAmt029527
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherIncreasesAmt099358
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt06233900
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt06204373
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt03303
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt03303
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt03303
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt03303
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt00
IRS990PF/FMVAssetsEOYAmt06105014
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockEOYAmt06204373
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYAmt05939635
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYFMVAmt05840276
IRS990PF/Form990PFBalanceSheetsGrp/OrgDoesNotFollowSFAS117Ind0X
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYAmt0264738
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYFMVAmt0264738
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYAmt06204373
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYFMVAmt06105014
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstBOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstEOYAmt06204373
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesEOYAmt06204373
IRS990PF/MethodOfAccountingCashInd0X
IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt067066
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt02901
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt064165
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt01006
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt00
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt03303
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt066060
IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt067066
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdCntrctOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdEmplOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt00.50
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt10.25
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt20.25
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt30.25
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt41.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/BusinessName/BusinessNameLine1Txt0LISA MARIANO
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/BusinessName/BusinessNameLine2Txt0BANK OF UTAH
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt20
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt30
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt40
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt20
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt30
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt40
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt20
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt30
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt40
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0STUART B MATHESON
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1NANCY L GREENLEE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm2JEREMY NIELSON
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm3LAUREL CANNON ALDER
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0EXECUTIVE DI
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt1ADMIN. COMM.
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt2ADMIN. COMM.
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt3ADMIN. COMM.
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt4TRUST OFFICE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt04766 SOUTH HOLLADAY BLVD
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt14766 SOUTH HOLLADAY BLVD
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt24766 SOUTH HOLLADAY BLVD
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt34766 SOUTH HOLLADAY BLVD
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt4200 E SOUTH TEMPLE SUITE 220
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm0HOLLADAY
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm1HOLLADAY
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm2HOLLADAY
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm3HOLLADAY
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm4SALT LAKE CITY
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd0UT
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd1UT
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd2UT
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd3UT
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd4UT
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd084117
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd184117
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd284117
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd384117
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd484111
IRS990PF/Organization501c3ExemptPFInd0X
IRS990PF/QualifyingDistriPartXIIGrp/ExpensesAndContributionsAmt00
IRS990PF/QualifyingDistriPartXIIGrp/QualifyingDistributionsAmt00
IRS990PF/StatementsRegardingActy4720Grp/BrrwOrLendDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/BusinessHoldingsInd0false
IRS990PF/StatementsRegardingActy4720Grp/FurnGoodsDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/GrantsToIndividualsInd0false
IRS990PF/StatementsRegardingActy4720Grp/GrantsToOrganizationsInd0false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceElectionInd0false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceLegislationInd0false
IRS990PF/StatementsRegardingActy4720Grp/JeopardyInvestmentsInd0false
IRS990PF/StatementsRegardingActy4720Grp/NoncharitablePurposeInd0false
IRS990PF/StatementsRegardingActy4720Grp/PayCompDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/PaymentToGovernmentOfficialInd0false
IRS990PF/StatementsRegardingActy4720Grp/PayPremiumsPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/ProhibitedTaxShelterTransInd0false
IRS990PF/StatementsRegardingActy4720Grp/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/SaleOrExchDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/TransferAstDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPYJeopardyInvstInd0false
IRS990PF/StatementsRegardingActy4720Grp/UndistributedIncomePYInd0false
IRS990PF/StatementsRegardingActyGrp/ActivitiesNotPreviouslyRptInd0false
IRS990PF/StatementsRegardingActyGrp/AtLeast5000InAssetsInd0true
IRS990PF/StatementsRegardingActyGrp/ChangesToArticlesOrBylawsInd0false
IRS990PF/StatementsRegardingActyGrp/ComplyWithPublicInspRqrInd0true
IRS990PF/StatementsRegardingActyGrp/DonorAdvisedFundInd0false
IRS990PF/StatementsRegardingActyGrp/ForeignAccountsQuestionInd0false
IRS990PF/StatementsRegardingActyGrp/Form1120POLFiledInd0false
IRS990PF/StatementsRegardingActyGrp/Form990PFFiledWithAttyGenInd0true
IRS990PF/StatementsRegardingActyGrp/IndividualWithBooksNm0STUART B MATHESON
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd0false
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine1Txt04766 SOUTH HOLLADAY BLVD
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm0HOLLADAY
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd0UT
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd084117
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd0false
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd0true
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd0false
IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd0UT
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd0true
IRS990PF/StatementsRegardingActyGrp/PhoneNum08019878948
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd0false
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd0true
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd0false
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0N/A
IRS990PF/SumOfProgramRelatedInvstGrp/Description1Txt0N/A
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd0false
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt03303
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt03303
IRS990ScheduleB/ContributorInformationGrp/ContributorNum01
IRS990ScheduleB/ContributorInformationGrp/ContributorPersonNm0ESTATE OF PAUL TALMAGE WALTON JR
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine1Txt04766 S HOLLADAY BLVD
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/CityNm0HOLLADAY
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/StateAbbreviationCd0UT
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCd084117
IRS990ScheduleB/ContributorInformationGrp/NoncashContributionInd0X
IRS990ScheduleB/ContributorInformationGrp/PersonContributionInd0X
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt06134521
IRS990ScheduleB/GeneralRuleInd0X
IRS990ScheduleB/NonCashPropertyContributionGrp/ContributorNum01
IRS990ScheduleB/NonCashPropertyContributionGrp/ContributorNum11
IRS990ScheduleB/NonCashPropertyContributionGrp/ContributorNum21
IRS990ScheduleB/NonCashPropertyContributionGrp/ContributorNum31
IRS990ScheduleB/NonCashPropertyContributionGrp/ContributorNum41
IRS990ScheduleB/NonCashPropertyContributionGrp/ContributorNum51
IRS990ScheduleB/NonCashPropertyContributionGrp/FairMarketValueAmt0637487
IRS990ScheduleB/NonCashPropertyContributionGrp/FairMarketValueAmt11764726
IRS990ScheduleB/NonCashPropertyContributionGrp/FairMarketValueAmt2467715
IRS990ScheduleB/NonCashPropertyContributionGrp/FairMarketValueAmt31991015
IRS990ScheduleB/NonCashPropertyContributionGrp/FairMarketValueAmt4774096
IRS990ScheduleB/NonCashPropertyContributionGrp/FairMarketValueAmt5234765
IRS990ScheduleB/NonCashPropertyContributionGrp/NoncashPropertyDesc0AQR LARGE CAP MULTI STYLE FUND
IRS990ScheduleB/NonCashPropertyContributionGrp/NoncashPropertyDesc1BRIDGEWAY OMNI SMALL CAP VALUE
IRS990ScheduleB/NonCashPropertyContributionGrp/NoncashPropertyDesc2DFA INTERNATIONAL CORE EQUITY
IRS990ScheduleB/NonCashPropertyContributionGrp/NoncashPropertyDesc3DFA US CORE EQUITY II
IRS990ScheduleB/NonCashPropertyContributionGrp/NoncashPropertyDesc4DFA EMERGING MARKETS CORE EQ POR
IRS990ScheduleB/NonCashPropertyContributionGrp/NoncashPropertyDesc5DFA INTERNATIONAL VALUE PORT III
IRS990ScheduleB/NonCashPropertyContributionGrp/ReceivedDt02017-12-28
IRS990ScheduleB/NonCashPropertyContributionGrp/ReceivedDt12017-12-28
IRS990ScheduleB/NonCashPropertyContributionGrp/ReceivedDt22017-12-28
IRS990ScheduleB/NonCashPropertyContributionGrp/ReceivedDt32017-12-28
IRS990ScheduleB/NonCashPropertyContributionGrp/ReceivedDt42017-12-28
IRS990ScheduleB/NonCashPropertyContributionGrp/ReceivedDt52017-12-28
IRS990ScheduleB/Organization501c3ExemptPFInd0X
OtherDecreasesSchedule/OtherDecreasesDetail/Amt029527
OtherDecreasesSchedule/OtherDecreasesDetail/Desc0NET CHANGE IN INVESTMENT VALUE
OtherIncreasesSchedule/OtherIncreasesDetail/Amt099358
OtherIncreasesSchedule/OtherIncreasesDetail/Desc0BOOK VALUE NET ASSET ADJUSTMENT
SubstantialContributorsSch/SubstantialContributorDetail/PersonNm0ESTATE OF PAUL T WALTON JR
SubstantialContributorsSch/SubstantialContributorDetail/USAddress/AddressLine1Txt04766 SOUTH HOLLADAY BLVD
SubstantialContributorsSch/SubstantialContributorDetail/USAddress/CityNm0HOLLADAY
SubstantialContributorsSch/SubstantialContributorDetail/USAddress/StateAbbreviationCd0UT
SubstantialContributorsSch/SubstantialContributorDetail/USAddress/ZIPCd084117
ReturnHeader/BuildTS02018-06-14 16:35:46Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0STUART B MATHESON
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0EXECUTIVE DIRECTOR
ReturnHeader/BusinessOfficerGrp/PhoneNum08019878948
ReturnHeader/BusinessOfficerGrp/SignatureDt02018-04-30
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0PAUL T WALTON JR CHARITABLE
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0PAUL
ReturnHeader/Filer/EIN0812645760
ReturnHeader/Filer/PhoneNum08019878948
ReturnHeader/Filer/USAddress/AddressLine1Txt04766 SOUTH HOLLADAY BLVD
ReturnHeader/Filer/USAddress/CityNm0HOLLADAY
ReturnHeader/Filer/USAddress/StateAbbreviationCd0UT
ReturnHeader/Filer/USAddress/ZIPCd084121
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId091DF67BEE56A6DEEAC0951DC88FC70C0B3CADF07
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId0F3B1C9BB9B2DE4F84CAE0537A02A666D01C90B8D
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt050.255.192.194
ReturnHeader/FilingSecurityInformation/IPDt02018-05-02
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0CD
ReturnHeader/FilingSecurityInformation/IPTm010:26:12
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0870381988
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0PINNOCK ROBBINS POSEY & RICHINS PC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0215 S STATE ST STE 850
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0SALT LAKE CITY
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0UT
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0841112380
ReturnHeader/PreparerPersonGrp/PhoneNum08015330409
ReturnHeader/PreparerPersonGrp/PreparationDt02018-05-02
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0JAMES R BEAUDOIN
ReturnHeader/ReturnTs02018-05-02T09:26:12-06:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02017-01-01
ReturnHeader/TaxPeriodEndDt02017-12-31
ReturnHeader/TaxYr02017

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2017 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$6,204,373
Liabilities
$0
Net assets
$6,204,373
Revenue
$6,134,542
Expenses
$0
Net income
$6,134,542
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$9.81$0.00$9.81$0.61$0.57$0.04
2023Detailed filing. Detailed filing data is available for this year.$9.78$0.00$9.78$0.43$0.60$0.17
2022Detailed filing. Detailed filing data is available for this year.$9.95$0.00$9.95$0.38$0.46$0.08
2021Detailed filing. Detailed filing data is available for this year.$10.1$0.00$10.1$3.07$0.31$2.76
2020Detailed filing. Detailed filing data is available for this year.$6.98$0.00$6.98$0.23$0.04$0.18
2019Detailed filing. Detailed filing data is available for this year.$6.79$0.00$6.79$0.86$0.63$0.23
2018Detailed filing. Detailed filing data is available for this year.$6.56$0.00$6.56$0.41$0.05$0.36
2017Detailed filing. Detailed filing data is available for this year.$6.20$0.00$6.20$6.13$0.00$6.13