Form990-PF

Department of the Treasury
Internal Revenue Service

Return of Private Foundation
or Section 4947(a)(1) Trust Treated as Private Foundation
bulletDo not enter social security numbers on this form as it may be made public.
bulletInformation about Form 990-PF and its instructions is at www.irs.gov/form990pf.
OMB No. 1545-0052
2014
Open to Public Inspection
For calendar year 2014, or tax year beginning 2014, and ending , 20
Name of foundation
ALEX C WALKER EDUCATIONAL & CHARITABLE
 

Number and street (or P.O. box number if mail is not delivered to street address)PNC BANK NA 620 LIBERTY AVENUE 10   Room/suite
City or town, state or province, country, and ZIP or foreign postal code
PITTSBURGH, PA152222705
A Employer identification number

25-6109746
B Telephone number (see instructions)

(412) 762-8133
C bullet
G Check all that apply:

D 1. bullet
2. bullet
E bullet
H Check type of organization:
I Fair market value of all assets at end
of year (from Part II, col. (c),
line 16)bullet$9,927,241J Accounting method:
 
(Part I, column (d) must be on cash basis.)
F bullet
Part I Analysis of Revenue and Expenses (The total of amounts in columns (b), (c), and (d) may not necessarily equal the amounts in column (a) (see instructions).) (a) Revenue and
expenses per
books 		(b) Net investment
income 		(c) Adjusted net
income 		(d) Disbursements
for charitable
purposes
(cash basis only)
Revenue 1 Contributions, gifts, grants, etc., received (attach
schedule)..............  
2 Check bullet
Sch. B ...............
3 Interest on savings and temporary cash investments      
4 Dividends and interest from securities...... 177,224 177,774  
5a Gross rents..............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 390,564
b Gross sales price for all assets on line 6a 1,729,921
7 Capital gain net income (from Part IV, line 2)... 390,564
8 Net short-term capital gain......... 0
9 Income modifications...........  
10a Gross sales less returns and allowances  
b Less: Cost of goods sold....  
c Gross profit or (loss) (attach schedule).....    
11 Other income (attach schedule)....... Click to see attachment 916 1,210  
12 Total. Add lines 1 through 11........ 568,704 569,548  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 60,581 42,528   18,053
14 Other employee salaries and wages......   0 0 0
15 Pension plans, employee benefits.......   0 0  
16a Legal fees (attach schedule)......... Click to see attachment 8,797 0 0 8,797
b Accounting fees (attach schedule).......        
c Other professional fees (attach schedule).... Click to see attachment 51,108     51,108
17 Interest...............       0
18 Taxes (attach schedule) (see instructions)... Click to see attachment 10,134 344   0
19 Depreciation (attach schedule) and depletion... 0 0  
20 Occupancy..............        
21 Travel, conferences, and meetings....... 19,945 1,994 0 17,950
22 Printing and publications..........   0 0  
23 Other expenses (attach schedule)....... Click to see attachment 8,412 39   8,407
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 158,977 44,905 0 104,315
25 Contributions, gifts, grants paid........ 361,000 361,000
26 Total expenses and disbursements. Add lines 24 and 25 519,977 44,905 0 465,315
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements 48,727
b Net investment income (if negative, enter -0-) 524,643
c Adjusted net income (if negative, enter -0-)... 0
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2014)
Form 990-PF (2014)
Page 2
Part II Balance Sheets Attached schedules and amounts in the description column
should be for end-of-year amounts only. (See instructions.)		 Beginning of year End of year
(a) Book Value (b) Book Value (c) Fair Market Value
Assets 1 Cash—non-interest-bearing...............      
2 Savings and temporary cash investments.......... 73,882 508,412 508,412
3 Accounts receivable bullet  
Less: allowance for doubtful accounts bullet     0 0
4 Pledges receivable bullet  
Less: allowance for doubtful accounts bullet        
5 Grants receivable.................      
6 Receivables due from officers, directors, trustees, and other
disqualified persons (attach schedule) (see instructions).....      
7 Other notes and loans receivable (attach schedule) bullet  
Less: allowance for doubtful accounts bullet0      
8 Inventories for sale or use...............      
9 Prepaid expenses and deferred charges...........      
10a Investments—U.S. and state government obligations (attach schedule)      
b Investments—corporate stock (attach schedule)........ 952,812 1,015,894 1,485,353
c Investments—corporate bonds (attach schedule)........      
11 Investments—land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
12 Investments—mortgage loans..............      
13 Investments—other (attach schedule)........... 6,132,715 Click to see attachment5,956,321 7,933,476
14 Land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
15 Other assets (describe bullet)      
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 7,159,409 7,480,627 9,927,241
Liabilities 17 Accounts payable and accrued expenses..........    
18 Grants payable..................    
19 Deferred revenue..................    
20 Loans from officers, directors, trustees, and other disqualified persons    
21 Mortgages and other notes payable (attach schedule)......    
22 Other liabilities (describe bullet)    
23 Total liabilities (add lines 17 through 22)..........   0
Net Assets or Fund Balances bullet
and complete lines 24 through 26 and lines 30 and 31.
24 Unrestricted...................    
25 Temporarily restricted................    
26 Permanently restricted................    
bullet
and complete lines 27 through 31.
27 Capital stock, trust principal, or current funds......... 6,991,257 7,321,192
28 Paid-in or capital surplus, or land, bldg., and equipment fund    
29 Retained earnings, accumulated income, endowment, or other funds 168,152 159,435
30 Total net assets or fund balances (see instructions)...... 7,159,409 7,480,627
31 Total liabilities and net assets/fund balances (see instructions).. 7,159,409 7,480,627
Part III Analysis of Changes in Net Assets or Fund Balances
1 Total net assets or fund balances at beginning of year—Part II, column (a), line 30 (must agree
with end-of-year figure reported on prior year’s return)............... 1 7,159,409
2 Enter amount from Part I, line 27a..................... 2 48,727
3 Other increases not included in line 2 (itemize) bulletClick to see attachment 3 402,815
4 Add lines 1, 2, and 3.......................... 4 7,610,951
5 Decreases not included in line 2 (itemize) bulletClick to see attachment 5 130,324
6 Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 30. 6 7,480,627
Form 990-PF (2014)
Form 990-PF (2014)
Page 3
Part IV
Capital Gains and Losses for Tax on Investment Income
(a) List and describe the kind(s) of property sold (e.g., real estate,
2-story brick warehouse; or common stock, 200 shs. MLC Co.) 		(b) How acquired
P—Purchase
D—Donation 		(c) Date acquired
(mo., day, yr.) 		(d) Date sold
(mo., day, yr.)
1 a 206. FORD MTR CO DEL COM PAR $0.01   2013-09-05 2014-01-03
b 444. FORD MTR CO DEL COM PAR $0.01   2013-09-05 2014-01-03
c . WORLDCOM INC COM   2000-12-31 2014-01-08
d 115. BEST BUY INC   2013-08-21 2014-01-17
e 340. BEST BUY INC   2013-08-21 2014-01-17
175. CAPITAL ONE FINANCIAL CORP   2013-07-30 2014-01-21
40. CELGENE CORP   2009-10-22 2014-01-21
95. QUALCOMM   2010-11-17 2014-01-21
4073.477 BLACKROCK FUNDS EQUITY DIVIDEND INSTITUTIONAL   2011-07-08 2014-01-28
53.357 BLACKROCK FUNDS EQUITY DIVIDEND INSTITUTIONAL   2013-07-19 2014-01-28
137.558 BLACKROCK FUNDS EQUITY DIVIDEND INSTITUTIONAL   2013-10-18 2014-01-28
255. EBAY INC   2011-02-14 2014-01-28
90. YAHOO! INC COM   2013-09-13 2014-01-28
370. SMITH A O CORP COMMON   2013-11-01 2014-02-06
245. EBAY INC   2011-02-14 2014-02-07
275. OMNICARE INC   2013-01-04 2014-02-21
25. SHIRE PLC SPONSORED ADR   2013-10-25 2014-02-24
5. VISA INC CLASS A SHARES   2012-06-14 2014-02-24
15. VISA INC CLASS A SHARES   2013-05-09 2014-02-24
70. WESTERN DIGITAL CORP   2013-10-18 2014-02-24
85. QUALCOMM   2010-11-17 2014-03-03
210. QUESTCOR PHARMACEUTICALS INC   2013-10-15 2014-03-03
40. WESTERN DIGITAL CORP   2013-10-18 2014-03-03
20. WESTERN DIGITAL CORP   2013-05-03 2014-03-03
110. NU SKIN ENTERPRISES INC   2013-10-30 2014-03-06
160. PROCTER & GAMBLE CO   2013-02-08 2014-03-06
94. CELGENE CORP   2009-10-22 2014-03-11
80. PVH CORP   2011-04-27 2014-03-11
115. PPG INDS INC COM   2013-10-25 2014-03-20
245. HALLIBURTON CO   2013-07-19 2014-04-01
235. NIKE INC CL B   2013-03-08 2014-04-01
60. GOLDMAN SACHS GROUP INC COM   2013-02-08 2014-04-11
20. VISA INC CLASS A SHARES   2008-12-24 2014-04-11
70. HELMERICH & PAYNE INC COM   2013-02-25 2014-05-05
70. SHIRE PLC SPONSORED ADR   2011-02-15 2014-05-05
10. SHIRE PLC SPONSORED ADR   2013-10-25 2014-05-05
80. B/E AEROSPACE INC   2012-11-27 2014-05-08
150. HERSHEY FOODS CORP COM   2010-05-26 2014-05-08
155. STARBUCKS CORP COM   2013-09-13 2014-05-14
85. STARBUCKS CORP COM   2014-01-17 2014-05-14
299. COCACOLA CO   2007-04-02 2014-05-16
140. B/E AEROSPACE INC   2012-11-27 2014-05-29
195. COVANCE INC   2013-12-13 2014-06-02
215. METHANEX CORP SEDOL 2654416   2013-11-11 2014-06-02
85. METHANEX CORP SEDOL 2654416   2014-01-17 2014-06-02
32. GOOGLE INC-CL C   2009-01-06 2014-06-04
15. GOOGLE INC-CL C   2013-10-18 2014-06-04
1. HENRY JACK & ASSOC INC COM   2013-09-26 2014-06-16
60. HENRY JACK & ASSOC INC COM   2013-12-30 2014-06-16
141. HENRY JACK & ASSOC INC COM   2013-09-26 2014-06-16
93. HENRY JACK & ASSOC INC COM   2013-09-26 2014-06-16
145. OCEANEERING INTERNATIONAL INC   2013-09-03 2014-06-16
41. TIME INC-W/I   2013-12-18 2014-06-16
.875 TIME INC-W/I   2013-12-18 2014-06-18
345. YAHOO! INC COM   2013-09-13 2014-06-20
15. ALLSTATE CORP   2013-02-20 2014-06-30
35. ALTRIA GROUP INC   2013-05-10 2014-06-30
10. AMERICAN EXPRESS CO   2010-07-09 2014-06-30
5. AMGEN INC   2014-03-11 2014-06-30
40. APPLE INC   2014-06-16 2014-06-30
570.885 ARTISAN FDS INC INTERNATIONAL   2002-04-03 2014-06-30
105.374 ARTISAN SMALL CAP VALUE FUND INVESTOR CLASS FD 963   2011-07-08 2014-06-30
5. BECTON DICKINSON & CO   2013-05-09 2014-06-30
335.306 BLACKROCK FUNDS EQUITY DIVIDEND INSTITUTIONAL   2012-04-19 2014-06-30
10. BOEING CO   2013-05-28 2014-06-30
15. CBS CORP CLASS B WI   2013-03-21 2014-06-30
20. CDW CORP/DE   2014-06-20 2014-06-30
10. CVS CAREMARK CORP   2013-02-20 2014-06-30
807.591 CALVERT SOCIAL INVT FD INV EQUITY PT FD CL A   2013-12-06 2014-06-30
25. CISCO SYS INC COM   2014-06-04 2014-06-30
20. COCA COLA ENTERPRISES   2014-03-06 2014-06-30
10. COMCAST CORPORATION CL A   2012-07-23 2014-06-30
10. CONSTELLATION BRANDS INC CL A   2014-06-16 2014-06-30
10. CROWN HOLDINGS INC   2014-06-04 2014-06-30
25. DELTA AIR LINES INC   2013-10-10 2014-06-30
20. DISNEY WALT CO   2014-06-16 2014-06-30
5. EOG RES INC   2013-05-28 2014-06-30
22.988 EAGLE SMALL CAP GROWTH FUND CL I   2013-12-19 2014-06-30
58.603 EAGLE SMALL CAP GROWTH FUND CL I   2009-04-13 2014-06-30
10. EASTMAN CHEM CO   2014-06-02 2014-06-30
5. EDWARDS LIFESCIENCES CORP   2014-06-02 2014-06-30
10. EXTRA SPACE STORAGE INC   2013-10-10 2014-06-30
25. FOOT LOCKER INC   2013-12-18 2014-06-30
10. FRANKLIN RES INC COM   2013-05-28 2014-06-30
15. GILEAD SCIENCES INC COM   2014-05-05 2014-06-30
15. HANESBRANDS INC - W/I   2013-07-23 2014-06-30
339.806 HARBOR FD INTL FD   2011-07-08 2014-06-30
129.848 HARDING LOEVNER INTERNATIONAL EQUITY PORTFOLIO   2013-12-20 2014-06-30
553.548 HARDING LOEVNER INTERNATIONAL EQUITY PORTFOLIO   2011-07-08 2014-06-30
5. HELMERICH & PAYNE INC COM   2013-02-25 2014-06-30
10. HOME DEPOT INC COM   2011-12-23 2014-06-30
222. ISHARES TR RUSSELL MIDCAP VALUE INDEX FD   2011-07-08 2014-06-30
534. ISHARES TR RUSSELL1000VAL   2011-07-08 2014-06-30
103. ISHARES TR S&P MIDCAP 400/BARRA GROWTH   2011-07-08 2014-06-30
24. ISHARES TR RUSSELL 2000 VALUE INDEX FD   2010-07-14 2014-06-30
10. JOHNSON & JOHNSON COM   2014-05-14 2014-06-30
20. KKR & CO LP   2014-01-21 2014-06-30
5. KIMBERLY-CLARK CORP COM   2014-03-06 2014-06-30
20. KROGER CO   2014-05-14 2014-06-30
10. LAS VEGAS SANDS CORP   2013-09-13 2014-06-30
5. LOCKHEED MARTIN CORP   2013-11-25 2014-06-30
10. MAGNA INTERNATIONAL ISIN CA5592224011   2013-07-23 2014-06-30
15. MANPOWER GROUP INC   2014-05-14 2014-06-30
5. MCKESSON HBOC INC COMMN   2013-10-25 2014-06-30
25. MICROSOFT CORP   2014-04-01 2014-06-30
40. ORACLE CORP   2013-10-18 2014-06-30
15. PACKAGING CORP OF AMERICA COM   2014-03-21 2014-06-30
10. POLARIS INDS INC   2011-05-27 2014-06-30
10. QUALCOMM   2010-11-17 2014-06-30
110. RITE AID CORP   2013-12-03 2014-06-30
422.993 ROWE T PRICE VALUE FD INC COM   2013-12-16 2014-06-30
15. ST JUDE MEDICAL INC   2013-07-23 2014-06-30
10. SANDISK CORP   2014-01-21 2014-06-30
10. SCHLUMBERGER LTD COM   2014-06-16 2014-06-30
5. SHIRE PLC SPONSORED ADR   2011-02-15 2014-06-30
20. SKYWORKS SOLUTIONS INC COM   2014-03-06 2014-06-30
5. SNAP-ON INC COM   2013-11-08 2014-06-30
35. SOUTHWEST AIRLINES COM   2014-04-01 2014-06-30
5. THERMO ELECTRON CORP COM   2014-03-11 2014-06-30
15. TIME WARNER INC   2013-12-30 2014-06-30
15. TRINITY INDUSTRIES INC   2014-05-29 2014-06-30
10. UNION PAC CORP COM   2012-10-24 2014-06-30
15. UNITED RENTALS INC COM   2013-01-29 2014-06-30
5. UNITED TECHNOLOGIES CORP COM   2002-08-02 2014-06-30
603. VANGUARD VALUE ETF   2011-07-08 2014-06-30
5. VISA INC CLASS A SHARES   2008-12-24 2014-06-30
355.205 VOYA REAL ESTATE FUND CLASS I   2012-06-08 2014-06-30
5. WESTERN DIGITAL CORP   2013-05-03 2014-06-30
10. WYNDHAM WORLDWIDE CORP   2010-10-05 2014-06-30
5. ZIMMER HOLDINGS INC   2014-02-21 2014-06-30
10. MICHAEL KORS HOLDINGS LTD SEDOL B7341C6   2012-10-16 2014-06-30
5. ACE LIMITED ISIN CH0044328745 SEDOL B3BQMF6   2014-04-11 2014-06-30
10. TE CONNECTIVITY LTD SEDOL B62B7C3 ISIN CH0102993182   2014-01-29 2014-06-30
10. CHECK POINT SOFTWARE COM   2014-03-11 2014-06-30
20. NXP SEMICONDUCTORS ISIN NL0009538784 SEDOL B505PN7   2013-12-02 2014-06-30
200. FRANKLIN RES INC COM   2013-05-28 2014-07-09
75. UNITED RENTALS INC COM   2012-11-20 2014-07-09
70. SHIRE PLC SPONSORED ADR   2011-02-14 2014-07-21
485. KKR & CO LP   2014-01-21 2014-07-28
149. UNITED TECHNOLOGIES CORP COM   2002-08-02 2014-07-28
90. ZIMMER HOLDINGS INC   2014-02-21 2014-08-01
75. ZIMMER HOLDINGS INC   2014-02-21 2014-08-01
180. LAS VEGAS SANDS CORP   2013-09-13 2014-08-11
35. MICROSOFT CORP   1993-01-27 2014-08-19
120. MICROSOFT CORP   2014-04-01 2014-08-19
110. NXP SEMICONDUCTORS ISIN NL0009538784 SEDOL B505PN7   2013-12-02 2014-08-19
115. THERMO ELECTRON CORP COM   2014-03-11 2014-08-22
170. SANDISK CORP   2014-01-21 2014-08-26
73. VISA INC CLASS A SHARES   2008-12-24 2014-08-27
2400. RITE AID CORP   2013-12-03 2014-09-18
55. CROWN HOLDINGS INC   2014-06-04 2014-09-19
215. CROWN HOLDINGS INC   2014-06-04 2014-09-22
69. CBS CORP CLASS B WI   2012-07-17 2014-09-25
281. CBS CORP CLASS B WI   2012-07-17 2014-09-25
175. ORACLE CORP   2013-10-18 2014-09-30
60. ORACLE CORP   2012-06-14 2014-09-30
145. ORACLE CORP   2012-06-14 2014-09-30
65. COCA COLA ENTERPRISES   2014-03-06 2014-10-09
400. COCA COLA ENTERPRISES   2011-12-05 2014-10-09
85. MANPOWER GROUP INC   2013-10-18 2014-10-09
30. MANPOWER GROUP INC   2014-05-14 2014-10-09
165. MANPOWER GROUP INC   2013-10-03 2014-10-09
130. BLACKSTONE GROUP LP THE   2014-07-28 2014-10-17
275. BLACKSTONE GROUP LP THE   2014-07-28 2014-10-17
. DELL COMPUTER CORP NAME CHG 7/22/03 SEE 24702R101   2000-12-31 2014-10-24
15. HALYARD HEALTH INC-W/I   2014-03-06 2014-11-07
125. ANHEUSER BUSCH INBEV SPONSORED ADR   2014-09-18 2014-11-12
105. HELMERICH & PAYNE INC COM   2013-02-25 2014-11-18
305. TRINITY INDUSTRIES INC   2014-05-29 2014-12-03
1. JOHN HANCOCK LIFE INS POL 5184042-9 OLO BARRETT C   1993-05-28 2014-12-31
CAPITAL GAIN DIVIDENDS P    
(e) Gross sales price (f) Depreciation allowed
(or allowable) 		(g) Cost or other basis
plus expense of sale 		(h) Gain or (loss)
(e) plus (f) minus (g)
a 3,162   3,569 -407
b 6,784   7,690 -906
c 45     45
d 2,875   3,906 -1,031
e 8,500   11,547 -3,047
12,701   12,031 670
6,706   2,262 4,444
7,163   5,669 1,494
95,523   77,318 18,205
1,251   1,210 41
3,226   3,178 48
13,518   9,299 4,219
3,385   2,631 754
16,986   19,510 -2,524
13,361   8,225 5,136
16,831   10,342 6,489
4,241   3,386 855
1,133   575 558
3,400   2,686 714
6,220   5,011 1,209
6,245   4,094 2,151
13,319   13,374 -55
3,512   2,864 648
1,756   1,150 606
8,507   12,912 -4,405
12,505   12,158 347
14,936   5,094 9,842
9,864   5,654 4,210
22,395   20,830 1,565
14,506   11,206 3,300
17,470   12,862 4,608
9,183   9,073 110
3,940   1,064 2,876
7,455   4,517 2,938
12,198   5,974 6,224
1,743   1,355 388
7,969   3,643 4,326
14,445   6,936 7,509
10,907   11,681 -774
5,981   6,364 -383
12,182   7,242 4,940
13,177   6,376 6,801
16,252   16,679 -427
12,362   13,055 -693
4,887   5,128 -241
17,483   5,100 12,383
8,195   7,828 367
59   51 8
3,545   3,530 15
8,312   7,232 1,080
5,485   4,770 715
10,944   11,234 -290
950   916 34
20   19 1
11,803   10,085 1,718
883   700 183
1,471   1,282 189
949   424 525
592   623 -31
3,738   3,683 55
18,000   10,629 7,371
2,000   1,938 62
591   488 103
8,500   6,741 1,759
1,274   1,006 268
931   692 239
637   642 -5
755   522 233
40,000   37,385 2,615
621   613 8
957   955 2
538   315 223
880   834 46
498   489 9
970   614 356
1,718   1,665 53
584   327 257
1,352   1,293 59
3,448   1,210 2,238
873   889 -16
429   404 25
531   467 64
1,266   988 278
578   551 27
1,246   1,197 49
1,476   799 677
25,200   21,982 3,218
2,432   2,292 140
10,368   8,790 1,578
580   323 257
809   420 389
16,070   10,705 5,365
54,077   36,631 17,446
16,126   11,781 4,345
2,468   1,435 1,033
1,047   1,009 38
489   533 -44
557   548 9
991   936 55
764   635 129
806   709 97
1,081   755 326
1,269   1,239 30
930   778 152
1,044   1,035 9
1,624   1,319 305
1,074   1,082 -8
1,302   523 779
792   482 310
789   674 115
15,600   13,752 1,848
1,039   786 253
1,045   716 329
1,178   1,070 108
1,173   414 759
936   740 196
592   524 68
941   834 107
590   632 -42
1,052   1,003 49
656   654 2
1,000   608 392
1,571   768 803
578   163 415
48,818   34,165 14,653
1,055   266 789
7,200   5,967 1,233
461   287 174
757   283 474
520   479 41
885   564 321
519   497 22
618   569 49
672   680 -8
1,321   857 464
11,501   11,028 473
8,052   3,560 4,492
17,786   5,744 12,042
11,853   12,976 -1,123
16,186   4,851 11,335
8,963   8,628 335
7,444   7,190 254
12,352   11,424 928
1,577   94 1,483
5,408   4,970 438
6,932   4,699 2,233
13,976   14,534 -558
16,727   12,169 4,558
15,860   3,885 11,975
12,677   14,553 -1,876
2,563   2,691 -128
9,900   10,521 -621
3,732   2,842 890
15,181   8,964 6,217
6,693   5,771 922
2,295   1,654 641
5,553   3,917 1,636
2,743   3,103 -360
16,877   10,513 6,364
5,513   6,739 -1,226
1,946   2,478 -532
10,702   12,273 -1,571
3,836   4,498 -662
8,049   9,515 -1,466
136     136
555   543 12
13,631   14,352 -721
8,222   6,746 1,476
9,657   13,293 -3,636
402,285   402,285  
      149,303
Complete only for assets showing gain in column (h) and owned by the foundation on 12/31/69 (l) Gains (Col. (h) gain minus
col. (k), but not less than -0-) or
Losses (from col.(h))
(i) F.M.V. as of 12/31/69 (j) Adjusted basis
as of 12/31/69 		(k) Excess of col. (i)
over col. (j), if any
a       -407
b       -906
c       45
d       -1,031
e       -3,047
      670
      4,444
      1,494
      18,205
      41
      48
      4,219
      754
      -2,524
      5,136
      6,489
      855
      558
      714
      1,209
      2,151
      -55
      648
      606
      -4,405
      347
      9,842
      4,210
      1,565
      3,300
      4,608
      110
      2,876
      2,938
      6,224
      388
      4,326
      7,509
      -774
      -383
      4,940
      6,801
      -427
      -693
      -241
      12,383
      367
      8
      15
      1,080
      715
      -290
      34
      1
      1,718
      183
      189
      525
      -31
      55
      7,371
      62
      103
      1,759
      268
      239
      -5
      233
      2,615
      8
      2
      223
      46
      9
      356
      53
      257
      59
      2,238
      -16
      25
      64
      278
      27
      49
      677
      3,218
      140
      1,578
      257
      389
      5,365
      17,446
      4,345
      1,033
      38
      -44
      9
      55
      129
      97
      326
      30
      152
      9
      305
      -8
      779
      310
      115
      1,848
      253
      329
      108
      759
      196
      68
      107
      -42
      49
      2
      392
      803
      415
      14,653
      789
      1,233
      174
      474
      41
      321
      22
      49
      -8
      464
      473
      4,492
      12,042
      -1,123
      11,335
      335
      254
      928
      1,483
      438
      2,233
      -558
      4,558
      11,975
      -1,876
      -128
      -621
      890
      6,217
      922
      641
      1,636
      -360
      6,364
      -1,226
      -532
      -1,571
      -662
      -1,466
      136
      12
      -721
      1,476
      -3,636
       
       
2 Capital gain net income or (net capital loss) Bracket If gain, also enter in Part I, line 7
If (loss), enter -0- in Part I, line 7		 Bracket 2 390,564
3 Net short-term capital gain or (loss) as defined in sections 1222(5) and (6):
If gain, also enter in Part I, line 8, column (c) (see instructions). If (loss), enter -0-
in Part I, line 8 . . . . . . . . . . . . . . . . 		Bracket 3  
Part V
Qualification Under Section 4940(e) for Reduced Tax on Net Investment Income
(For optional use by domestic private foundations subject to the section 4940(a) tax on net investment income.)

If section 4940(d)(2) applies, leave this part blank.
Was the foundation liable for the section 4942 tax on the distributable amount of any year in the base period?
If "Yes," the foundation does not qualify under section 4940(e). Do not complete this part.
1 Enter the appropriate amount in each column for each year; see instructions before making any entries.
(a)
Base period years Calendar
year (or tax year beginning in) 		(b)
Adjusted qualifying distributions 		(c)
Net value of noncharitable-use assets 		(d)
Distribution ratio
(col. (b) divided by col. (c))
2013 440,442 8,410,897 0.052366
2012 470,639 7,712,939 0.061019
2011 450,264 6,736,024 0.066844
2010 350,293 7,144,445 0.04903
2009 425,228 6,476,929 0.065653
2 Total of line 1, column (d) ...................... 2 0.294912
3 Average distribution ratio for the 5-year base period—divide the total on line 2 by 5, or by
the number of years the foundation has been in existence if less than 5 years. . . 		3 0.058982
4 Enter the net value of noncharitable-use assets for 2014 from Part X, line 5..... 4 9,196,299
5 Multiply line 4 by line 3....................... 5 542,416
6 Enter 1% of net investment income (1% of Part I, line 27b)........... 6 5,246
7 Add lines 5 and 6......................... 7 547,662
8 Enter qualifying distributions from Part XII, line 4.............. 8 465,315
If line 8 is equal to or greater than line 7, check the box in Part VI, line 1b, and complete that part using a 1% tax rate. See
the Part VI instructions.
Form 990-PF (2014)
Form 990-PF (2014)
Page 4
Part VI
Excise Tax Based on Investment Income (Section 4940(a), 4940(b), 4940(e), or 4948—see page 18 of the instructions)
1a Bulletand enter “N/A" on line 1. Bracket
Date of ruling or determination letter:   (attach copy of letter if necessary–see instructions)
b 1 10,493
hereBulletand enter 1% of Part I, line 27b...................
c All other domestic foundations enter 2% of line 27b. Exempt foreign organizations enter 4% of Part I, line 12, col. (b)
2 Tax under section 511 (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 2 0
3 Add lines 1 and 2........................... 3 10,493
4 Subtitle A (income) tax (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 4 0
5 Tax based on investment income. Subtract line 4 from line 3. If zero or less, enter -0- ..... 5 10,493
6 Credits/Payments:
a 2014 estimated tax payments and 2013 overpayment credited to 2014 6a 8,110
b Exempt foreign organizations—tax withheld at source....... 6b
c Tax paid with application for extension of time to file (Form 8868)... 6c 0
d Backup withholding erroneously withheld ........... 6d  
7 Total credits and payments. Add lines 6a through 6d.............. 7 8,110
8 Enter any penalty for underpayment of estimated tax. if Form 2220 is attached. 8 0
9 Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed.......Bullet 9 2,383
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...Bullet 10  
11 Enter the amount of line 10 to be: Credited to 2015 estimated taxBullet0 RefundedBullet 11 0
Part VII-A
Statements Regarding Activities
1a
During the tax year, did the foundation attempt to influence any national, state, or local legislation or did
Yes
No
it participate or intervene in any political campaign? ....................
1a
 
No
b
Did it spend more than $100 during the year (either directly or indirectly) for political purposes (see Instructions
for definition)?.................................
1b
 
No
If the answer is "Yes" to 1a or 1b, attach a detailed description of the activities and copies of any materials
published or distributed by the foundation in connection with the activities.
c
Did the foundation file Form 1120-POL for this year?.....................
1c
 
No
d
Enter the amount (if any) of tax on political expenditures (section 4955) imposed during the year:
(1) On the foundation. bullet$   (2) On foundation managers.bullet$  
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.bullet$  
2
Has the foundation engaged in any activities that have not previously been reported to the IRS?.......
2
 
No
If "Yes," attach a detailed description of the activities.
3
Has the foundation made any changes, not previously reported to the IRS, in its governing instrument, articles
of incorporation, or bylaws, or other similar instruments? If "Yes," attach a conformed copy of the changes....
3
 
No
4a
Did the foundation have unrelated business gross income of $1,000 or more during the year?........
4a
 
No
b
If "Yes," has it filed a tax return on Form 990-T for this year?...................
4b
 
 
5
Was there a liquidation, termination, dissolution, or substantial contraction during the year?.........
5
 
No
If "Yes," attach the statement required by General Instruction T.
6
Are the requirements of section 508(e) (relating to sections 4941 through 4945) satisfied either:
  • By language in the governing instrument, or
  • By state legislation that effectively amends the governing instrument so that no mandatory directions
    • that conflict with the state law remain in the governing instrument?................
    6
    Yes
     
    7
    Did the foundation have at least $5,000 in assets at any time during the year? If "Yes," complete Part II, col. (c),
    and Part XV..................................
    7
    Yes
     
    8a
    Enter the states to which the foundation reports or with which it is registered (see instructions)
    bulletPA
    b
    If the answer is "Yes" to line 7, has the foundation furnished a copy of Form 990-PF to the Attorney
    General (or designate) of each state as required by General Instruction G? If "No," attach explanation .
    8b
    Yes
     
    9
    Is the foundation claiming status as a private operating foundation within the meaning of section 4942(j)(3)
    or 4942(j)(5) for calendar year 2014 or the taxable year beginning in 2014 (see instructions for Part XIV)?
    If "Yes," complete Part XIV.............................
    9
     
    No
    Form 990-PF (2014)
    Form 990-PF (2014)
    Page 5
    Part VII-A
    Statements Regarding Activities (continued)
    10
    Did any persons become substantial contributors during the tax year? If "Yes," attach a schedule listing their names
    and addresses. ...............................
    10
     
    No
    11
    At any time during the year, did the foundation, directly or indirectly, own a controlled entity within the
    meaning of section 512(b)(13)? If "Yes," attach schedule. (see instructions) .............
    11
     
    No
    12
    Did the foundation make a distribution to a donor advised fund over which the foundation or a disqualified person had
    advisory privileges? If "Yes," attach statement (see instructions).................
    12
     
    No
    13
    Did the foundation comply with the public inspection requirements for its annual returns and exemption application?
    13
    Yes
     
    Website addressbulletWWW.WALKER-FOUNDATION.ORG
    14
    The books are in care ofbulletPNC BANK NA Telephone no.bullet (412) 762-8133
    Located atbullet620 LIBERTY AVE 10TH FLOORPITTSBURGHPA ZIP+4bullet152222705
    15
    Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of Form 1041.........bullet
    and enter the amount of tax-exempt interest received or accrued during the year ......bullet
    15  
    16 At any time during calendar year 2014, did the foundation have an interest in or a signature or other authority over YesNo
    a bank, securities, or other financial account in a foreign country?
    16   No
    See instructions for exceptions and filing requirements for FinCEN Form 114, Report of Foreign Bank and Financial Accounts (FBAR). If "Yes", enter the name of the foreign country bullet  
    Form 990-PF (2014)
    Form 990-PF (2014)
    Page 6
    Part VII-B
    Statements Regarding Activities for Which Form 4720 May Be Required
    File Form 4720 if any item is checked in the "Yes" column, unless an exception applies.
    Yes
    No
    1a
    During the year did the foundation (either directly or indirectly):
    (1) Engage in the sale or exchange, or leasing of property with a disqualified person?
    (2) Borrow money from, lend money to, or otherwise extend credit to (or accept it from)
    a disqualified person?........................
    (3) Furnish goods, services, or facilities to (or accept them from) a disqualified person?
    (4) Pay compensation to, or pay or reimburse the expenses of, a disqualified person?
    (5) Transfer any income or assets to a disqualified person (or make any of either available
    for the benefit or use of a disqualified person)?.................
    (6) Agree to pay money or property to a government official? (Exception. Check "No"
    if the foundation agreed to make a grant to or to employ the official for a period
    after termination of government service, if terminating within 90 days.).........
    b
    If any answer is "Yes" to 1a(1)–(6), did any of the acts fail to qualify under the exceptions described in Regulations
    section 53.4941(d)-3 or in a current notice regarding disaster assistance (see instructions)? ........
    1b
     
    No
    .........bullet
    c
    Did the foundation engage in a prior year in any of the acts described in 1a, other than excepted acts,
    that were not corrected before the first day of the tax year beginning in 2014?.............
    1c
     
    No
    2
    Taxes on failure to distribute income (section 4942) (does not apply for years the foundation was a private
    operating foundation defined in section 4942(j)(3) or 4942(j)(5)):
    a
    At the end of tax year 2014, did the foundation have any undistributed income (lines 6d
    and 6e, Part XIII) for tax year(s) beginning before 2014?...............
    If "Yes," list the years bullet20, 20, 20, 20
    b
    Are there any years listed in 2a for which the foundation is not applying the provisions of section 4942(a)(2)
    (relating to incorrect valuation of assets) to the year’s undistributed income? (If applying section 4942(a)(2)
    to all years listed, answer "No" and attach statement—see instructions.) ..............
    2b
     
    No
    c
    If the provisions of section 4942(a)(2) are being applied to any of the years listed in 2a, list the years here.
    bullet20, 20, 20, 20
    3a
    Did the foundation hold more than a 2% direct or indirect interest in any business enterprise at
    any time during the year?........................
    b
    If "Yes," did it have excess business holdings in 2014 as a result of (1) any purchase by the foundation
    or disqualified persons after May 26, 1969; (2) the lapse of the 5-year period (or longer period approved
    by the Commissioner under section 4943(c)(7)) to dispose of holdings acquired by gift or bequest; or (3)
    the lapse of the 10-, 15-, or 20-year first phase holding period? (Use Schedule C, Form 4720, to determine
    if the foundation had excess business holdings in 2014.)....................
    3b
     
     
    4a
    Did the foundation invest during the year any amount in a manner that would jeopardize its charitable purposes?
    4a
     
    No
    b
    Did the foundation make any investment in a prior year (but after December 31, 1969) that could jeopardize its
    charitable purpose that had not been removed from jeopardy before the first day of the tax year beginning in 2014?
    4b
     
    No
    5a
    During the year did the foundation pay or incur any amount to:
    (1) Carry on propaganda, or otherwise attempt to influence legislation (section 4945(e))?
    (2) Influence the outcome of any specific public election (see section 4955); or to carry
    on, directly or indirectly, any voter registration drive?...............
    (3) Provide a grant to an individual for travel, study, or other similar purposes?
    (4) Provide a grant to an organization other than a charitable, etc., organization described
    in section 4945(d)(4)(A)? (see instructions)..................
    (5) Provide for any purpose other than religious, charitable, scientific, literary, or
    educational purposes, or for the prevention of cruelty to children or animals?........
    b
    If any answer is "Yes" to 5a(1)–(5), did any of the transactions fail to qualify under the exceptions described in
    Regulations section 53.4945 or in a current notice regarding disaster assistance (see instructions)? ......
    5b
     
     
    .........bullet
    c
    If the answer is "Yes" to question 5a(4), does the foundation claim exemption from the
    tax because it maintained expenditure responsibility for the grant?............
    If "Yes," attach the statement required by Regulations section 53.4945–5(d).
    6a
    Did the foundation, during the year, receive any funds, directly or indirectly, to pay premiums on
    a personal benefit contract?.......................
    b
    Did the foundation, during the year, pay premiums, directly or indirectly, on a personal benefit contract?....
    6b
     
    No
    If "Yes" to 6b, file Form 8870.
    7a
    At any time during the tax year, was the foundation a party to a prohibited tax shelter transaction?
    b
    If yes, did the foundation receive any proceeds or have any net income attributable to the transaction? ....
    7b
     
     
    Form 990-PF (2014)
    Form 990-PF (2014)
    Page 7
    Part VIII
    Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
    and Contractors
    1 List all officers, directors, trustees, foundation managers and their compensation (see instructions).
    (a) Name and address (b) Title, and average
    hours per week
    devoted to position     		(c) Compensation
     (If not paid, enter
    -0-)     		(d) Contributions to
    employee benefit plans
    and deferred compensation     		(e) Expense account,
    other allowances
    PNC BANK N A CORPORATE TRUSTEE
    10     		47,253    
    620 LIBERTY AVENUE
    PITTSBURGH,PA152222705
    THOMAS U WALKER INDIVIDUAL TRUSTEE
    1     		6,664    
    6687 32ND ST NW
    WASHINGTON,DC20015
    BARRETT P WALKER INDIVIDUAL TRUSTEE
    12     		6,664    
    1729 COVENTRY PLACE
    DECATUR,GA30030
    2 Compensation of five highest-paid employees (other than those included on line 1—see instructions). If none, enter “NONE."
    (a) Name and address of each employee paid more than $50,000 (b) Title, and average
    hours per week
    devoted to position     		(c) Compensation (d) Contributions to
    employee benefit
    plans and deferred
    compensation     		(e) Expense account,
    other allowances
    NONE
    Total number of other employees paid over $50,000...................bullet 0
    3 Five highest-paid independent contractors for professional services (see instructions). If none, enter "NONE".
    (a) Name and address of each person paid more than $50,000 (b) Type of service (c) Compensation
    NONE
    Total number of others receiving over $50,000 for professional services.............bullet0
    Part IX-A
    Summary of Direct Charitable Activities
    List the foundation’s four largest direct charitable activities during the tax year. Include relevant statistical information such as the number of organizations and other beneficiaries served, conferences convened, research papers produced, etc. Expenses
    1
     
    2  
    3  
    4  
    Form 990-PF (2014)
    Form 990-PF (2014)
    Page 8
    Part IX-B
    Summary of Program-Related Investments (see instructions)
    Describe the two largest program-related investments made by the foundation during the tax year on lines 1 and 2. Amount
    1  
    2  
    All other program-related investments. See instructions.
    3  
    Total. Add lines 1 through 3.........................bullet  
    Part X
    Minimum Investment Return (All domestic foundations must complete this part. Foreign foundations,
    see instructions.)
    1
    Fair market value of assets not used (or held for use) directly in carrying out charitable, etc.,
    purposes:
    a
    Average monthly fair market value of securities...................
    1a
    9,336,344
    b
    Average of monthly cash balances.......................
    1b
    0
    c
    Fair market value of all other assets (see instructions)................
    1c
    0
    d
    Total (add lines 1a, b, and c).........................
    1d
    9,336,344
    e
    Reduction claimed for blockage or other factors reported on lines 1a and
    1c (attach detailed explanation) .............
    1e
    0
    2
    Acquisition indebtedness applicable to line 1 assets..................
    2
    0
    3
    Subtract line 2 from line 1d.........................
    3
    9,336,344
    4
    Cash deemed held for charitable activities. Enter 1 1/2% of line 3 (for greater amount, see
    instructions) .............................
    4
    140,045
    5
    Net value of noncharitable-use assets. Subtract line 4 from line 3. Enter here and on Part V, line 4
    5
    9,196,299
    6
    Minimum investment return. Enter 5% of line 5..................
    6
    459,815
    Part XI
    Distributable Amount bullet and do not complete this part.)
    1
    Minimum investment return from Part X, line 6....................
    1
    459,815
    2a
    Tax on investment income for 2014 from Part VI, line 5......
    2a
    10,493
    b
    Income tax for 2014. (This does not include the tax from Part VI.)...
    2b
     
    c
    Add lines 2a and 2b............................
    2c
    10,493
    3
    Distributable amount before adjustments. Subtract line 2c from line 1............
    3
    449,322
    4
    Recoveries of amounts treated as qualifying distributions................
    4
    0
    5
    Add lines 3 and 4............................
    5
    449,322
    6
    Deduction from distributable amount (see instructions).................
    6
    0
    7
    Distributable amount as adjusted. Subtract line 6 from line 5. Enter here and on Part XIII, line 1 ...
    7
    449,322
    Part XII
    Qualifying Distributions (see instructions)
    1
    Amounts paid (including administrative expenses) to accomplish charitable, etc., purposes:
    a
    Expenses, contributions, gifts, etc.—total from Part I, column (d), line 26 ..........
    1a
    465,315
    b
    Program-related investments—total from Part IX-B..................
    1b
    0
    2
    Amounts paid to acquire assets used (or held for use) directly in carrying out charitable, etc.,
    purposes...............................
    2
    0
    3
    Amounts set aside for specific charitable projects that satisfy the:
    a
    Suitability test (prior IRS approval required)....................
    3a
    0
    b
    Cash distribution test (attach the required schedule) .................
    3b
    0
    4
    Qualifying distributions. Add lines 1a through 3b. Enter here and on Part V, line 8, and Part XIII, line 4
    4
    465,315
    5
    Foundations that qualify under section 4940(e) for the reduced rate of tax on net investment
    income. Enter 1% of Part I, line 27b (see instructions).................
    5
    0
    6
    Adjusted qualifying distributions. Subtract line 5 from line 4..............
    6
    465,315
    Note: The amount on line 6 will be used in Part V, column (b), in subsequent years when calculating whether the foundation qualifies for
    the section 4940(e) reduction of tax in those years.
    Form 990-PF (2014)
    Form 990-PF (2014)
    Page 9
    Part XIII
    Undistributed Income (see instructions)
    (a)
    Corpus     		(b)
    Years prior to 2013     		(c)
    2013     		(d)
    2014
    1 Distributable amount for 2014 from Part XI, line 7 449,322
    2 Undistributed income, if any, as of the end of 2014:
    a Enter amount for 2013 only....... 14,284
    b Total for prior years:20, 20, 20 0
    3 Excess distributions carryover, if any, to 2014:
    a From 2009....... 0
    b From 2010....... 0
    c From 2011....... 0
    d From 2012....... 0
    e From 2013....... 0
    fTotal of lines 3a through e......... 0
    4Qualifying distributions for 2014 from Part
    XII, line 4: bullet$ 465,315
    a Applied to 2013, but not more than line 2a 14,284
    b Applied to undistributed income of prior years
    (Election required—see instructions).....     		0
    c Treated as distributions out of corpus (Election
    required—see instructions).........     		0
    d Applied to 2014 distributable amount..... 449,322
    e Remaining amount distributed out of corpus 1,709
    5 Excess distributions carryover applied to 2014. 0 0
    (If an amount appears in column (d), the
    same amount must be shown in column (a).)
    6Enter the net total of each column as
    indicated below:
    a Corpus. Add lines 3f, 4c, and 4e. Subtract line 5 1,709
    b Prior years’ undistributed income. Subtract
    line 4b from line 2b ...........     		0
    c Enter the amount of prior years’ undistributed
    income for which a notice of deficiency has
    been issued, or on which the section 4942(a)
    tax has been previously assessed......     		0
    d Subtract line 6c from line 6b. Taxable amount
    —see instructions ...........     		0
    e Undistributed income for 2013. Subtract line
    4a from line 2a. Taxable amount—see
    instructions .............     		0
    f Undistributed income for 2014. Subtract
    lines 4d and 5 from line 1. This amount must
    be distributed in 2015 ..........     		0
    7 Amounts treated as distributions out of
    corpus to satisfy requirements imposed by
    section 170(b)(1)(F) or 4942(g)(3) (Election may
    be required - see instructions) .......     		0
    8Excess distributions carryover from 2009 not
    applied on line 5 or line 7 (see instructions) ...     		0
    9Excess distributions carryover to 2015.
    Subtract lines 7 and 8 from line 6a ......     		1,709
    10 Analysis of line 9:
    a Excess from 2010.... 0
    b Excess from 2011.... 0
    c Excess from 2012.... 0
    d Excess from 2013.... 0
    e Excess from 2014.... 1,709
    Form 990-PF (2014)
    Form 990-PF (2014)
    Page 10
    Part XIV
    Private Operating Foundations (see instructions and Part VII-A, question 9)
    1a If the foundation has received a ruling or determination letter that it is a private operating
    foundation, and the ruling is effective for 2014, enter the date of the ruling.......bullet
     
    b Check box to indicate whether the organization is a private operating foundation described in section or
    2a Enter the lesser of the adjusted net
    income from Part I or the minimum
    investment return from Part X for each
    year listed ..........     		Tax year Prior 3 years (e) Total
    (a) 2014 (b) 2013 (c) 2012 (d) 2011
             
    b 85% of line 2a .........          
    c Qualifying distributions from Part XII,
    line 4 for each year listed .....     		         
    d Amounts included in line 2c not used
    directly for active conduct of exempt activities ...........     		         
    e Qualifying distributions made directly
    for active conduct of exempt activities.
    Subtract line 2d from line 2c ....     		         
    3 Complete 3a, b, or c for the
    alternative test relied upon:
    a “Assets" alternative test—enter:
    (1) Value of all assets ......          
    (2) Value of assets qualifying
    under section 4942(j)(3)(B)(i)    		          
    b “Endowment" alternative test— enter 2/3
    of minimum investment return shown in
    Part X, line 6 for each year listed...     		         
    c “Support" alternative test—enter:
    (1) Total support other than gross
    investment income (interest,
    dividends, rents, payments
    on securities loans (section
    512(a)(5)), or royalties) ....     		         
    (2) Support from general public
    and 5 or more exempt
    organizations as provided in
    section 4942(j)(3)(B)(iii)....     		         
    (3) Largest amount of support
    from an exempt organization    		          
    (4) Gross investment income          
    Part XV
    Supplementary Information (Complete this part only if the organization had $5,000 or more in
    assets at any time during the year—see instructions.)
    1Information Regarding Foundation Managers:
    aList any managers of the foundation who have contributed more than 2% of the total contributions received by the foundation
    before the close of any tax year (but only if they have contributed more than $5,000). (See section 507(d)(2).)
    bList any managers of the foundation who own 10% or more of the stock of a corporation (or an equally large portion of the
    ownership of a partnership or other entity) of which the foundation has a 10% or greater interest.
    2Information Regarding Contribution, Grant, Gift, Loan, Scholarship, etc., Programs:
    Check here bullet
    aThe name, address, and telephone number or e-mail address of the person to whom applications should be addressed:
    BARRETT P WALKER
    1729 COVENTRY PLACE
    DECATUR,GA30030
    (404) 378-2752
    bThe form in which applications should be submitted and information and materials they should include:
    THE FOUNDATION'S WEBSITE LISTS INSTRUCTIONS, AND AN ONLINE GRANT APPLICATION: WWW.WALKER-FOUNDATION.ORG
    cAny submission deadlines:
    THE APPLICATION DEADLINES ARE APRIL 1ST AND OCTOBER 1ST.
    dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
    factors:
    THE FOUNDATION FUNDS MARKET APPROACHES FOR ADDRESSING ECONOMIC IMBALANCES AND PROMOTING A SUSTAINABLE ECONOMY
    Form 990-PF (2014)
    Form 990-PF (2014)
    Page 11
    Part XV
    Supplementary Information (continued)
    3 Grants and Contributions Paid During the Year or Approved for Future Payment
    Recipient If recipient is an individual,
    show any relationship to
    any foundation manager
    or substantial contributor
    		 Foundation
    status of
    recipient     		Purpose of grant or
    contribution     		Amount
    Name and address (home or business)
    aPaid during the year
    ROCKEFELLER PHILANTHROPY ADVISORS
    50 CALIFORNIA ST S
    SAN FRANCISCO,CA94111     		NONE PC NUCLEAR 2.0: ESSENTIAL 30,000
    CITIZENS CLIMATE EDUCATION
    1330 ORANGE AVENUE
    CONORADO,CA92118     		NONE PC COMMENTS OF OPTIMAL DESIGN 5,000
    WILDERNESS SOCIETY
    1615 M STREET NW
    WASHINGTON,DC20036     		NONE PC DELIVERING ECOSYSTEM 30,000
    KARUNA CENTER FOR PEACE BUILDING
    447 WEST ST STE 2
    AMHERST,MA010022900     		NONE PC PRICE POLLUTION, A NATIONAL 30,000
    MOUNT DESERT ISLAND BIOLOGICAL LAB
    OLD BAR HARBOR ROAD
    SALSBURY CIVE,ME04672     		NONE PC CREATING DECISION SUPPORT 30,000
    R STREET INSTITUTE
    1015 7TH STREET NW
    WASHINGTON,DC20001     		NONE PC STATE-LEVEL CARBON TAXES AS 26,000
    CENTER FOR SUSTAINABLE
    1294 14TH STREET
    WEST LINN,OR97068     		NONE PC ADVANCING GENUINE PROGRESS 25,000
    INSTITUTE FOR JUSTICE
    901 N GLEBE ROAD
    ARLINGTON,VA22203     		NONE PC ENDING CIVIL FORTEITURE & 10,000
    ROSE FOUNDATION FOR COMMUNITIES & ENVIRO
    1970 BROADWAY STE 600
    OAKLAND,CA946122218     		NONE PC DEMO IMPACT OF MARINE 60,000
    BROOKINGS INSTITUTE
    1775 MASSACHSETTS AVENUE
    WASHINGTON,DC20036     		NONE PC COMP OF C TAX TO OTHER REG 50,000
    CORAL RESTORATION FOUNDATION
    112 GARDEN STREET
    TAVERNIER,FL33070     		NONE PC COMMUNITY BASED CORAL REEF 10,000
    WILDEARTH GUARDIANS
    312 MONTEZUMA AVENUE
    TUCON,NM87501     		NONE PC MEXICAN GRAY WOLF RECOVERY 25,000
    INSTITUTE FOR POLICY STUDIES
    1112 6TH STREET NW
    WASHINGTON,DC20036     		NONE PC GENUINE PROGRESS PROJECT 30,000
    Total .................................bullet 3a 361,000
    bApproved for future payment
    Total .................................bullet 3b  
    Form 990-PF (2014)
    Form 990-PF (2014)
    Page 12
    Part XVI-A
    Analysis of Income-Producing Activities
    Enter gross amounts unless otherwise indicated. Unrelated business income Excluded by section 512, 513, or 514 (e)
    Related or exempt
    function income
    (See instructions.)
    1Program service revenue: (a)
    Business code     		(b)
    Amount     		(c)
    Exclusion code     		(d)
    Amount
    a
    b
    c
    d
    e
    f
    gFees and contracts from government agencies          
    2 Membership dues and assessments....          
    3
    Interest on savings and temporary cash investments ............     		         
    4 Dividends and interest from securities....     14 177,224  
    5 Net rental income or (loss) from real estate:
    aDebt-financed property......          
    bNot debt-financed property.....          
    6
    Net rental income or (loss) from personal property .............     		         
    7 Other investment income.....          
    8
    Gain or (loss) from sales of assets other than inventory .............     		    18 390,564  
    9 Net income or (loss) from special events:          
    10 Gross profit or (loss) from sales of inventory..          
    11 Other revenue: aGUARDIAN LIFE INSU     14 456  
    bPARTNERSHIP DISTRI     14 460  
    c
    d
    e
    12 Subtotal. Add columns (b), (d), and (e)..   568,704  
    13Total. Add line 12, columns (b), (d), and (e)..................
    13568,704
    (See worksheet in line 13 instructions to verify calculations.)
    Part XVI-B
    Relationship of Activities to the Accomplishment of Exempt Purposes
    Line No.
    DownArrow     		Explain below how each activity for which income is reported in column (e) of Part XVI-A contributed importantly to
    the accomplishment of the foundation’s exempt purposes (other than by providing funds for such purposes). (See
    instructions.)
    Form 990-PF (2014)
    Form 990-PF (2014)
    Page 13
    Part XVII
    Information Regarding Transfers To and Transactions and Relationships With Noncharitable Exempt Organizations
    1
    Did the organization directly or indirectly engage in any of the following with any other organization described in section 501(c) of the Code (other than section 501(c)(3) organizations) or in section 527, relating to political
    Yes
    No
    organizations?
    a
    Transfers from the reporting foundation to a noncharitable exempt organization of:
    (1) Cash...................................
    1a(1)
     
    No
    (2) Other assets.................................
    1a(2)
     
    No
    b
    Other transactions:
    (1) Sales of assets to a noncharitable exempt organization....................
    1b(1)
     
    No
    (2) Purchases of assets from a noncharitable exempt organization..................
    1b(2)
     
    No
    (3) Rental of facilities, equipment, or other assets.......................
    1b(3)
     
    No
    (4) Reimbursement arrangements...........................
    1b(4)
     
    No
    (5) Loans or loan guarantees.............................
    1b(5)
     
    No
    (6) Performance of services or membership or fundraising solicitations................
    1b(6)
     
    No
    c
    Sharing of facilities, equipment, mailing lists, other assets, or paid employees..............
    1c
     
    No
    d
    If the answer to any of the above is "Yes," complete the following schedule. Column (b) should always show the fair market value
    of the goods, other assets, or services given by the reporting foundation. If the foundation received less than fair market value
    in any transaction or sharing arrangement, show in column (d) the value of the goods, other assets, or services received.
    (a) Line No. (b) Amount involved (c) Name of noncharitable exempt organization (d) Description of transfers, transactions, and sharing arrangements
    2a
    Is the foundation directly or indirectly affiliated with, or related to, one or more tax-exempt organizations
    described in section 501(c) of the Code (other than section 501(c)(3)) or in section 527?...........
    b
    If "Yes," complete the following schedule.
    (a) Name of organization (b) Type of organization (c) Description of relationship
    Sign Here
    Under penalties of perjury, I declare that I have examined this return, including accompanying schedules and statements, and to the best of my knowledge and belief, it is true, correct, and complete. Declaration of preparer (other than taxpayer) is based on all information of which preparer has any knowledge.
    Bullet Bullet
    May the IRS discuss this return
    with the preparer shown below
    (see instr.)?
    Signature of officer or trustee Date Title
    Paid Preparer Use Only Print/Type preparer's name Preparer's Signature Date PTIN
    Firm's namebullet



    Firm's addressbullet







         		Firm's EINbullet
    Phone no.
    Form 990-PF (2014)
    Additional Data


    Software ID:  
    Software Version:  


    Form 990PF - Special Condition Description:
    Special Condition Description

    TY 2014 InvestmentsOtherSchedule2
    Name:
    ALEX C WALKER EDUCATIONAL & CHARITABLE
    EIN: 25-6109746
    Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
    MUTUAL FUNDS - FIXED INCOME AT COST 1,633,181 1,610,086
    MUTUAL FUNDS - EQUITY AT COST 4,323,140 6,323,390

    TY 2014 LegalFeesSchedule
    Name:
    ALEX C WALKER EDUCATIONAL & CHARITABLE
    EIN: 25-6109746
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    LEGAL FEES - PRINCIPAL (ALLOCA 8,797     8,797


    TY 2014 OtherDecreasesSchedule
    Name:
    ALEX C WALKER EDUCATIONAL & CHARITABLE
    EIN: 25-6109746
    Description Amount
       
       


    TY 2014 OtherExpensesSchedule
    Name:
    ALEX C WALKER EDUCATIONAL & CHARITABLE
    EIN: 25-6109746
    Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    OTHER NON-ALLOCABLE EXPENSE - 4,690 0   4,690
    GRANTMAKING FEES 3,717 0   3,717
    ADR SERVICE FEES 5 5   0
    PARTNERSHIP - EXPENSE   34   0


    TY 2014 OtherIncomeSchedule2
    Name:
    ALEX C WALKER EDUCATIONAL & CHARITABLE
    EIN: 25-6109746
    Description Revenue And Expenses Per Books Net Investment Income Adjusted Net Income
    PARTNERSHIP DISTRIBUTIONS 460 0  
    GUARDIAN LIFE INSURANCE 456 456  
    CAPITAL GAINS FROM PARTNERSHIP   666  
    ORDINARY INCOME FROM PARTNERSHIP   83  
    ROYALTY INCOME   5  


    TY 2014 OtherIncreasesSchedule
    Name:
    ALEX C WALKER EDUCATIONAL & CHARITABLE
    EIN: 25-6109746
    Description Amount
       
       


    TY 2014 OtherProfessionalFeesSchedule
    Name:
    ALEX C WALKER EDUCATIONAL & CHARITABLE
    EIN: 25-6109746
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    BARRETT P WALKER CONSULTING FE 51,108     51,108


    TY 2014 TaxesSchedule
    Name:
    ALEX C WALKER EDUCATIONAL & CHARITABLE
    EIN: 25-6109746
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    FOREIGN TAXES 344 344   0
    FEDERAL TAX PAYMENT - PRIOR YE 1,680 0   0
    FEDERAL ESTIMATES - PRINCIPAL 8,110 0   0