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.
bulletGo to www.irs.gov/Form990PF for instructions and the latest information.
OMB No. 1545-0052
2018
Open to Public Inspection
For calendar year 2018, or tax year beginning 01-01-2018 , and ending 12-31-2018
Name of foundation
ALEX C WALKER EDUCATIONAL & CHARITABLE
 
Number and street (or P.O. box number if mail is not delivered to street address)116 ALLEGHENY CENTER MALL P8YB3502L
 
Room/suite
City or town, state or province, country, and ZIP or foreign postal code
PITTSBURGH, PA15212
A Employer identification number

25-6109746
B Telephone number (see instructions)

(412) 762-9161
C bullet
G Check all that apply:

D 1. Foreign organizations, check here............. bullet
2. Foreign organizations meeting the 85%
test, check here and attach computation ...
bullet
E bullet
H Check type of organization:
F bullet
I Fair market value of all assets at end
of year (from Part II, col. (c),
line 16)bullet$9,528,675
J Accounting method:
 
(Part I, column (d) must be on cash basis.)
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.............
3 Interest on savings and temporary cash investments      
4 Dividends and interest from securities... 209,296 209,296  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 860,119
b Gross sales price for all assets on line 6a 3,050,960
7 Capital gain net income (from Part IV, line 2)... 860,119
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).......      
12 Total. Add lines 1 through 11........ 1,069,415 1,069,415  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 67,270 47,224   6,727
14 Other employee salaries and wages......   0 0 0
15 Pension plans, employee benefits.......   0 0  
16a Legal fees (attach schedule).........       0
b Accounting fees (attach schedule).......        
c Other professional fees (attach schedule).... 58,911     58,911
17 Interest...............       0
18 Taxes (attach schedule) (see instructions)... 31,157 19   0
19 Depreciation (attach schedule) and depletion... 0 0  
20 Occupancy..............        
21 Travel, conferences, and meetings....... 7,533 0 0 7,533
22 Printing and publications..........   0 0  
23 Other expenses (attach schedule)....... 5,134     5,134
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 170,005 47,243 0 78,305
25 Contributions, gifts, grants paid....... 413,000 413,000
26 Total expenses and disbursements. Add lines 24 and 25 583,005 47,243 0 491,305
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements 486,410
b Net investment income (if negative, enter -0-) 1,022,172
c Adjusted net income (if negative, enter -0-)... 0
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2018)
Form 990-PF (2018)
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......... 514,765 646,901 646,901
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)....... 1,362,633 951,422 1,217,137
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).......... 5,907,369 Click to see attachment6,673,308 7,664,637
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) 7,784,767 8,271,631 9,528,675
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 Foundations that follow SFAS 117, check here bullet
and complete lines 24 through 26 and lines 30 and 31.
24 Unrestricted..................    
25 Temporarily restricted...............    
26 Permanently restricted...............    
Foundations that do not follow SFAS 117, check here bullet
and complete lines 27 through 31.
27 Capital stock, trust principal, or current funds........ 7,686,650 8,237,247
28 Paid-in or capital surplus, or land, bldg., and equipment fund    
29 Retained earnings, accumulated income, endowment, or other funds 98,117 34,384
30 Total net assets or fund balances (see instructions)..... 7,784,767 8,271,631
31 Total liabilities and net assets/fund balances (see instructions). 7,784,767 8,271,631
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
7,784,767
2
Enter amount from Part I, line 27a .....................
2
486,410
3
Other increases not included in line 2 (itemize) bulletClick to see attachment
3
454
4
Add lines 1, 2, and 3 ..........................
4
8,271,631
5
Decreases not included in line 2 (itemize) bullet
5
0
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 30 .
6
8,271,631
Form 990-PF (2018)
Form 990-PF (2018)
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 30. HOME DEPOT INC COM   2017-04-11 2018-02-02
b 40. MOHAWK INDS INC   2016-07-27 2018-02-02
c 130. THOR INDUSTRIES INC   2017-02-24 2018-02-02
d 340. BIOVERATIV INC-W/I MERGED 03/09/18 @ $105.00 P/S   2017-10-30 2018-02-14
e 210. PEPSICO INC COM   2015-08-06 2018-02-20
85. MOHAWK INDS INC   2016-07-27 2018-02-22
290. PROLOGIS INC   2016-09-23 2018-02-22
90. ABBVIE INC   2018-02-14 2018-02-23
70. AGILENT TECHNOLOGIES (IPO)   2017-04-21 2018-02-23
180. ALLISON TRANSMISSION HOLDING   2017-08-03 2018-02-23
20. ALPHABET INC/CA-CL A   2015-07-31 2018-02-23
50. ALTRIA GROUP INC   2013-05-10 2018-02-23
10. AMAZON.COM INC   2018-02-22 2018-02-23
40. AMGEN INC   2015-02-05 2018-02-23
70. ANALOG DEVICES INC   2017-06-13 2018-02-23
135. APPLE INC   2017-04-11 2018-02-23
45. APPLE INC   2013-10-10 2018-02-23
120. APPLIED MATERIALS INC   2016-07-19 2018-02-23
2735.577 BAIRD AGGREGATE BOND FUND FD 72   2011-07-26 2018-02-23
70. BAXTER INTERNATIONAL INC   2017-08-15 2018-02-23
130. BERRY GLOBAL GROUP INC   2016-08-15 2018-02-23
20. BIOGEN INC   2016-05-17 2018-02-23
40. BOEING CO   2017-11-27 2018-02-23
10. BORG WARNER INC.   2017-08-22 2018-02-23
110. BORG WARNER INC.   2017-10-30 2018-02-23
60. BURLINGTON STORES INC   2017-10-30 2018-02-23
110. CBRE GROUP INC   2018-02-22 2018-02-23
110. CDW CORP/DE   2014-06-20 2018-02-23
30. CARNIVAL CORP SEDOL 2523044   2016-04-13 2018-02-23
80. CARNIVAL CORP SEDOL 2523044   2017-04-10 2018-02-23
10. COGNIZANT TECHNOLOGY SOLUTIONS   2017-08-15 2018-02-23
80. COGNIZANT TECHNOLOGY SOLUTIONS   2017-10-30 2018-02-23
240. COMCAST CORPORATION CL A   2015-06-18 2018-02-23
30. CONSTELLATION BRANDS INC CL A   2014-05-16 2018-02-23
70. DOLLAR TREE INC   2017-08-30 2018-02-23
90. DOWDUPONT INC   2015-04-28 2018-02-23
110. FACEBOOK INC   2016-05-09 2018-02-23
30. GENERAL DYNAMICS CORP   2015-05-21 2018-02-23
244.081 HARDING LOEVNER INTERNATIONAL EQUITY PORTFOLIO   2011-12-19 2018-02-23
70. HOME DEPOT INC COM   2011-12-02 2018-02-23
40. HONEYWELL INTL INC   2016-07-08 2018-02-23
30. ILLINOIS TOOL WORKS INC COM   2016-06-15 2018-02-23
150. INTEL CORP   2016-08-18 2018-02-23
10. INTUITIVE SURGICAL INC   2018-02-14 2018-02-23
2340. ISHARES TR RUSSELL1000VAL   2011-07-08 2018-02-23
30. LAM RESEARCH CORP   2015-03-19 2018-02-23
40. LAUDER ESTEE COS INC CL A   2017-09-27 2018-02-23
5. MASTERCARD INC CL A   2016-11-04 2018-02-23
35. MASTERCARD INC CL A   2017-10-30 2018-02-23
70. MCDONALDS CORP COM   2017-06-09 2018-02-23
220. MICROSOFT CORP   2016-11-07 2018-02-23
120. MORGAN STANLEY   2016-09-30 2018-02-23
20. NORTHROP GRUMMAN CORPORATION   2015-07-16 2018-02-23
90. ORACLE CORP   2017-08-03 2018-02-23
70. OWENS CORNING INC   2017-11-27 2018-02-23
40. PARKER HANNIFIN CORP   2017-06-16 2018-02-23
40. PEPSICO INC COM   2015-08-19 2018-02-23
70. PINNACLE FOODS INC MERGED 10/26/18 @ $43.11 P/S   2016-12-15 2018-02-23
60. PRICE T ROWE GROUP INC COM   2017-08-30 2018-02-23
20. RAYTHEON COMPANY   2016-01-25 2018-02-23
10417.461 ROWE T PRICE VALUE FD INC COM   2002-04-03 2018-02-23
50. S&P GLOBAL INC   2016-07-29 2018-02-23
20. SHERWIN-WILLIAMS CO   2017-06-16 2018-02-23
40. STANLEY BLACK & DECKER INC   2017-11-01 2018-02-23
5. STRYKER CORP   2017-03-15 2018-02-23
35. STRYKER CORP   2017-10-30 2018-02-23
60. T-MOBILE US INC   2017-08-30 2018-02-23
1403.776 TEMPLETON GLOBAL BOND FUND AD FUND   2011-07-19 2018-02-23
80. TEXAS INSTRS INC COM   2016-09-01 2018-02-23
20. THERMO ELECTRON CORP COM   2015-08-18 2018-02-23
40. THOR INDUSTRIES INC   2017-02-24 2018-02-23
110. TOTAL SYSTEMS SERVICES INC   2017-07-07 2018-02-23
60. TYSON FDS INC COM   2018-02-20 2018-02-23
20. UNITEDHEALTH GROUP INC COM   2017-01-25 2018-02-23
50. UNITEDHEALTH GROUP INC COM   2017-06-16 2018-02-23
4206. VANGUARD VALUE ETF   2011-07-08 2018-02-23
110. YUM CHINA HOLDINGS INC -W/I   2017-04-19 2018-02-23
100. TE CONNECTIVITY LTD SEDOL B62B7C3 ISIN CH0102993182   2017-06-09 2018-02-23
30. BROADCOM LTD EXCH 04/05/18   2017-05-04 2018-02-23
455. ALLISON TRANSMISSION HOLDING   2017-01-25 2018-02-26
115. ALLISON TRANSMISSION HOLDING   2017-08-03 2018-02-26
140. PEPSICO INC COM   2015-08-19 2018-03-06
55. SHERWIN-WILLIAMS CO   2017-06-16 2018-03-06
270. ORACLE CORP   2017-08-03 2018-03-12
145. STANLEY BLACK & DECKER INC   2017-11-01 2018-03-12
222. DOLLAR TREE INC   2017-08-30 2018-03-13
18. DOLLAR TREE INC   2017-08-30 2018-03-13
90. BROADCOM LTD EXCH 04/05/18   2017-03-23 2018-03-21
110. THOR INDUSTRIES INC   2017-04-10 2018-03-26
175. ALTRIA GROUP INC   2013-05-10 2018-03-28
120. STRYKER CORP   2017-03-14 2018-03-28
23. ILLINOIS TOOL WORKS INC COM   2016-06-15 2018-04-19
92. ILLINOIS TOOL WORKS INC COM   2016-06-15 2018-04-19
29. OWENS CORNING INC   2017-11-27 2018-04-27
191. OWENS CORNING INC   2017-11-27 2018-04-27
65. ANALOG DEVICES INC   2017-06-13 2018-05-03
25. HONEYWELL INTL INC   2016-07-08 2018-05-03
390. YUM CHINA HOLDINGS INC -W/I   2017-04-19 2018-05-03
310. COGNIZANT TECHNOLOGY SOLUTIONS   2017-08-15 2018-05-09
161. BERRY GLOBAL GROUP INC   2016-08-15 2018-05-16
159. BERRY GLOBAL GROUP INC   2016-08-16 2018-05-16
61. BERRY GLOBAL GROUP INC   2016-08-15 2018-05-16
105. HONEYWELL INTL INC   2016-07-08 2018-05-16
24. BERRY GLOBAL GROUP INC   2016-08-15 2018-05-17
10. BERRY GLOBAL GROUP INC   2016-08-15 2018-05-17
170. ANALOG DEVICES INC   2017-06-13 2018-05-29
180. COMCAST CORPORATION CL A   2014-07-21 2018-05-29
80. DOWDUPONT INC   2015-04-28 2018-05-29
220. T-MOBILE US INC   2017-08-30 2018-05-31
32. AGILENT TECHNOLOGIES (IPO)   2017-04-21 2018-06-08
183. AGILENT TECHNOLOGIES (IPO)   2017-04-21 2018-06-08
30. AMGEN INC   2014-03-11 2018-06-08
10. AMGEN INC   2014-03-03 2018-06-08
18. SMUCKER J M CO COM NEW   2018-03-06 2018-06-12
102. SMUCKER J M CO COM NEW   2018-03-06 2018-06-12
355. CARNIVAL CORP SEDOL 2523044   2016-04-13 2018-07-03
35. CONSTELLATION BRANDS INC CL A   2014-05-16 2018-07-03
60. MCDONALDS CORP COM   2017-05-09 2018-07-03
85. TE CONNECTIVITY LTD SEDOL B62B7C3 ISIN CH0102993182   2017-06-16 2018-07-03
65. CONSTELLATION BRANDS INC CL A   2014-05-16 2018-07-10
34. HUNTINGTON INGALLS INDS INC   2018-02-26 2018-07-10
46. HUNTINGTON INGALLS INDS INC   2018-02-26 2018-07-10
240. PINNACLE FOODS INC MERGED 10/26/18 @ $43.11 P/S   2016-12-15 2018-07-10
80. THERMO ELECTRON CORP COM   2015-08-18 2018-07-10
80. GENERAL DYNAMICS CORP   2015-05-21 2018-07-11
45. S&P GLOBAL INC   2016-07-29 2018-07-11
30. VAIL RESORTS INC COM   2018-03-26 2018-07-11
125. PARKER HANNIFIN CORP   2017-04-11 2018-07-25
200. TYSON FDS INC COM   2018-02-20 2018-07-25
125. LAUDER ESTEE COS INC CL A   2017-09-27 2018-08-09
45. TRANSDIGM GROUP INC   2018-04-19 2018-08-09
1. AMERICAN INTERNATIONAL GROUP INC   2001-01-01 2018-08-10
35. ABBVIE INC   2017-11-27 2018-08-21
5. ALPHABET INC/CA-CL A   2015-07-28 2018-08-21
5. AMAZON.COM INC   2018-05-03 2018-08-21
10. AMGEN INC   2014-03-03 2018-08-21
70. APPLE INC   2013-10-10 2018-08-21
45. APPLIED MATERIALS INC   2016-07-19 2018-08-21
25. AUTOMATIC DATA PROCESSING INC   2018-05-29 2018-08-21
45. BAXTER INTERNATIONAL INC   2018-05-31 2018-08-21
5. BIOGEN INC   2016-05-17 2018-08-21
15. BOEING CO   2017-11-27 2018-08-21
45. BORG WARNER INC.   2017-08-22 2018-08-21
20. BURLINGTON STORES INC   2015-04-20 2018-08-21
5. BURLINGTON STORES INC   2017-10-30 2018-08-21
50. CBRE GROUP INC   2018-02-27 2018-08-21
45. CDW CORP/DE   2014-06-20 2018-08-21
45. CSX CORP COM   2018-08-09 2018-08-21
20. CELANESE CORP   2018-05-16 2018-08-21
35. CHURCH & DWIGHT INC   2018-08-09 2018-08-21
75. COMCAST CORPORATION CL A   2014-07-21 2018-08-21
10. COSTCO WHSL CORP NEW COM   2018-07-25 2018-08-21
70. DISCOVERY INC CLASS A   2018-07-03 2018-08-21
25. DOWDUPONT INC   2015-04-28 2018-08-21
30. E*TRADE FINANCIAL CORP   2018-07-11 2018-08-21
25. EASTMAN CHEM CO   2018-03-06 2018-08-21
25. FACEBOOK INC   2018-05-09 2018-08-21
20. FACEBOOK INC   2016-05-09 2018-08-21
10. FEDEX CORPORATION   2018-05-16 2018-08-21
30. HOME DEPOT INC COM   2011-12-02 2018-08-21
60. INTEL CORP   2016-02-01 2018-08-21
5. INTUITIVE SURGICAL INC   2018-02-14 2018-08-21
45. JACOBS ENGINEERING GROUP INC   2018-08-09 2018-08-21
10. LAM RESEARCH CORP   2015-03-19 2018-08-21
20. LILLY ELI & CO   2018-07-10 2018-08-21
20. MARRIOTT INTERNATIONAL INC CL A   2018-03-13 2018-08-21
15. MASTERCARD INC CL A   2016-11-04 2018-08-21
15. MCCORMICK & CO INC COM NON VTG   2018-07-10 2018-08-21
20. MCDONALDS CORP COM   2017-05-09 2018-08-21
110. MICROSOFT CORP   2018-05-09 2018-08-21
45. MICRON TECHNOLOGY INC   2018-03-21 2018-08-21
45. MORGAN STANLEY   2016-09-30 2018-08-21
20. MOTOROLA SOLUTIONS INC   2018-03-12 2018-08-21
5. NORTHROP GRUMMAN CORPORATION   2015-07-16 2018-08-21
30. OCCIDENTAL PETE CORP COM   2018-06-12 2018-08-21
25. PRICE T ROWE GROUP INC COM   2017-08-30 2018-08-21
10. RAYTHEON COMPANY   2016-01-25 2018-08-21
100. REGIONS FINANCIAL CORP   2018-03-28 2018-08-21
15. S&P GLOBAL INC   2016-07-29 2018-08-21
35. TEXAS INSTRS INC COM   2015-12-02 2018-08-21
40. TOTAL SYSTEMS SERVICES INC   2017-07-07 2018-08-21
50. US FOODS HOLDING CORP   2018-07-10 2018-08-21
20. UNITED TECHNOLOGIES CORP COM   2018-07-11 2018-08-21
25. UNITEDHEALTH GROUP INC COM   2017-01-25 2018-08-21
10. VAIL RESORTS INC COM   2018-03-26 2018-08-21
35. WASTE MANAGEMENT INC   2018-03-12 2018-08-21
10. WELLCARE HEALTH PLANS, INC.   2018-06-08 2018-08-21
30. TE CONNECTIVITY LTD SEDOL B62B7C3 ISIN CH0102993182   2017-05-26 2018-08-21
15. FERRARI NV - W/I SEDOL BZ1GMK5   2018-07-03 2018-08-21
105. ABBVIE INC   2017-11-27 2018-09-05
30. FACEBOOK INC   2016-02-01 2018-09-05
25. FACEBOOK INC   2016-02-01 2018-09-11
70. LAM RESEARCH CORP   2015-03-19 2018-09-11
140. ABBVIE INC   2017-11-27 2018-09-21
145. MARRIOTT INTERNATIONAL INC CL A   2018-03-13 2018-09-21
25. UNITEDHEALTH GROUP INC COM   2016-10-26 2018-09-21
60. VAIL RESORTS INC COM   2018-03-26 2018-09-21
12348.176 TEMPLETON GLOBAL BOND FUND AD FUND   2011-07-08 2018-09-26
340. BORG WARNER INC.   2017-08-21 2018-10-10
360. US FOODS HOLDING CORP   2018-07-10 2018-10-10
335. MICRON TECHNOLOGY INC   2018-03-21 2018-10-18
4. APPLIED MATERIALS INC   2016-07-19 2018-10-25
335. APPLIED MATERIALS INC   2016-07-19 2018-10-25
160. DOWDUPONT INC   2015-04-29 2018-10-25
20. DOWDUPONT INC   2016-02-11 2018-10-25
11. APPLIED MATERIALS INC   2016-07-19 2018-10-26
5. DOWDUPONT INC   2016-02-11 2018-10-26
322. FIRST DATA CORP- CLASS A   2018-09-11 2018-11-05
33. FIRST DATA CORP- CLASS A   2018-09-11 2018-11-05
184. TEXAS INSTRS INC COM   2015-12-02 2018-11-05
56. TEXAS INSTRS INC COM   2015-12-02 2018-11-05
272. FIRST DATA CORP- CLASS A   2018-09-11 2018-11-06
53. FIRST DATA CORP- CLASS A   2018-09-11 2018-11-06
85. BURLINGTON STORES INC   2015-04-20 2018-11-08
100. FERRARI NV - W/I SEDOL BZ1GMK5   2018-07-03 2018-11-14
1. NU SKIN ENTERPRISES 67018T105   2001-01-01 2018-11-23
99. APPLE INC   2009-01-22 2018-11-30
55. FEDEX CORPORATION   2018-05-16 2018-11-30
20. FEDEX CORPORATION   2018-08-09 2018-11-30
315. JACOBS ENGINEERING GROUP INC   2018-07-10 2018-11-30
200. TE CONNECTIVITY LTD SEDOL B62B7C3 ISIN CH0102993182   2017-05-26 2018-12-11
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 5,861   4,434 1,427
b 10,853   8,373 2,480
c 17,338   14,528 2,810
d 35,258   18,991 16,267
e 23,083   20,856 2,227
21,078   17,371 3,707
17,420   15,826 1,594
10,589   10,032 557
4,926   3,763 1,163
7,034   6,811 223
22,317   14,067 8,250
3,198   1,832 1,366
14,902   14,939 -37
7,356   6,108 1,248
6,276   5,677 599
23,539   20,086 3,453
7,846   3,147 4,699
6,781   3,183 3,598
29,079   29,630 -551
4,733   4,250 483
7,102   5,661 1,441
5,776   5,477 299
14,158   11,165 2,993
520   450 70
5,718   5,782 -64
7,422   5,383 2,039
5,005   4,957 48
7,906   3,529 4,377
2,051   1,546 505
5,470   4,703 767
814   718 96
6,513   6,032 481
9,399   7,985 1,414
6,486   2,466 4,020
7,404   6,315 1,089
6,529   4,639 1,890
20,042   13,406 6,636
6,596   4,217 2,379
5,704   3,537 2,167
13,043   6,125 6,918
6,165   4,704 1,461
4,881   3,162 1,719
7,107   5,237 1,870
4,236   4,036 200
288,749   160,518 128,231
5,715   2,361 3,354
5,655   4,317 1,338
873   518 355
6,109   5,216 893
11,357   10,665 692
20,466   13,291 7,175
6,653   3,837 2,816
6,968   3,394 3,574
4,513   4,525 -12
5,890   6,148 -258
7,259   6,469 790
4,368   3,968 400
3,937   3,577 360
6,646   6,077 569
4,312   2,380 1,932
394,093   197,664 196,429
9,504   6,109 3,395
7,948   7,017 931
6,395   6,455 -60
801   661 140
5,604   5,480 124
3,572   3,844 -272
16,705   18,273 -1,568
8,426   5,567 2,859
4,195   2,712 1,483
4,992   4,440 552
9,729   6,465 3,264
4,483   4,560 -77
4,543   3,238 1,305
11,358   9,107 2,251
448,647   238,308 210,339
4,799   3,634 1,165
10,155   8,010 2,145
7,589   6,759 830
17,864   16,152 1,712
4,515   4,351 164
15,249   13,821 1,428
21,788   19,286 2,502
14,276   13,575 701
22,910   23,401 -491
21,134   17,696 3,438
1,721   1,435 286
21,759   19,637 2,122
12,044   10,688 1,356
10,810   6,411 4,399
18,961   15,781 3,180
3,642   2,424 1,218
14,571   9,698 4,873
1,929   2,547 -618
12,603   16,774 -4,171
5,612   5,271 341
3,540   2,940 600
14,380   12,871 1,509
23,316   22,253 1,063
7,682   7,010 672
7,590   6,919 671
2,908   2,654 254
15,474   12,347 3,127
1,141   1,044 97
474   435 39
16,051   13,786 2,265
5,673   5,247 426
5,200   4,124 1,076
12,239   14,095 -1,856
2,101   1,702 399
12,042   9,704 2,338
5,521   4,144 1,377
1,842   1,235 607
1,904   2,322 -418
10,804   13,159 -2,355
20,100   18,299 1,801
7,518   2,877 4,641
9,436   9,064 372
7,669   6,679 990
14,147   5,342 8,805
7,566   9,044 -1,478
10,329   12,125 -1,796
15,801   12,263 3,538
17,127   10,338 6,789
15,318   11,245 4,073
9,448   5,498 3,950
8,512   6,764 1,748
20,241   19,973 268
12,481   15,200 -2,719
16,477   13,490 2,987
16,221   14,850 1,371
22     22
3,431   3,821 -390
6,125   3,287 2,838
9,457   7,757 1,700
1,980   1,235 745
15,144   4,895 10,249
1,976   1,194 782
3,574   3,236 338
3,226   3,218 8
1,726   1,214 512
5,311   3,998 1,313
2,063   2,027 36
3,340   1,114 2,226
835   449 386
2,413   2,357 56
3,889   1,444 2,445
3,374   3,274 100
2,341   2,224 117
1,984   1,954 30
2,692   2,017 675
2,287   2,191 96
2,066   1,923 143
1,728   1,288 440
1,761   1,839 -78
2,489   2,623 -134
4,332   4,535 -203
3,466   2,389 1,077
2,515   2,480 35
6,013   1,203 4,810
2,865   1,912 953
2,642   2,018 624
3,280   3,277 3
1,754   787 967
2,104   1,761 343
2,509   2,858 -349
3,052   1,555 1,497
1,854   1,773 81
3,228   2,891 337
11,704   10,833 871
2,249   2,771 -522
2,193   1,439 754
2,493   2,182 311
1,487   849 638
2,384   2,573 -189
2,917   2,098 819
2,001   1,190 811
1,959   1,825 134
3,066   1,833 1,233
3,905   2,082 1,823
3,814   2,351 1,463
1,705   1,935 -230
2,714   2,505 209
6,544   4,047 2,497
2,936   2,255 681
3,173   3,037 136
2,963   2,332 631
2,817   2,350 467
1,892   2,016 -124
9,925   10,028 -103
5,051   3,497 1,554
4,147   2,878 1,269
10,862   5,483 5,379
12,974   13,305 -331
19,010   20,720 -1,710
6,653   3,659 2,994
17,121   13,482 3,639
139,905   170,853 -30,948
13,324   15,157 -1,833
10,554   13,934 -3,380
13,880   20,630 -6,750
130   106 24
10,931   8,887 2,044
8,478   7,332 1,146
1,066   900 166
349   292 57
261   225 36
5,940   8,170 -2,230
610   837 -227
17,571   10,637 6,934
5,333   3,237 2,096
5,081   6,899 -1,818
989   1,334 -345
14,669   4,735 9,934
11,108   13,439 -2,331
168   25 143
17,621   1,831 15,790
12,550   13,639 -1,089
4,564   4,930 -366
20,629   20,908 -279
14,962   15,641 -679
      66,597
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       1,427
b       2,480
c       2,810
d       16,267
e       2,227
      3,707
      1,594
      557
      1,163
      223
      8,250
      1,366
      -37
      1,248
      599
      3,453
      4,699
      3,598
      -551
      483
      1,441
      299
      2,993
      70
      -64
      2,039
      48
      4,377
      505
      767
      96
      481
      1,414
      4,020
      1,089
      1,890
      6,636
      2,379
      2,167
      6,918
      1,461
      1,719
      1,870
      200
      128,231
      3,354
      1,338
      355
      893
      692
      7,175
      2,816
      3,574
      -12
      -258
      790
      400
      360
      569
      1,932
      196,429
      3,395
      931
      -60
      140
      124
      -272
      -1,568
      2,859
      1,483
      552
      3,264
      -77
      1,305
      2,251
      210,339
      1,165
      2,145
      830
      1,712
      164
      1,428
      2,502
      701
      -491
      3,438
      286
      2,122
      1,356
      4,399
      3,180
      1,218
      4,873
      -618
      -4,171
      341
      600
      1,509
      1,063
      672
      671
      254
      3,127
      97
      39
      2,265
      426
      1,076
      -1,856
      399
      2,338
      1,377
      607
      -418
      -2,355
      1,801
      4,641
      372
      990
      8,805
      -1,478
      -1,796
      3,538
      6,789
      4,073
      3,950
      1,748
      268
      -2,719
      2,987
      1,371
      22
      -390
      2,838
      1,700
      745
      10,249
      782
      338
      8
      512
      1,313
      36
      2,226
      386
      56
      2,445
      100
      117
      30
      675
      96
      143
      440
      -78
      -134
      -203
      1,077
      35
      4,810
      953
      624
      3
      967
      343
      -349
      1,497
      81
      337
      871
      -522
      754
      311
      638
      -189
      819
      811
      134
      1,233
      1,823
      1,463
      -230
      209
      2,497
      681
      136
      631
      467
      -124
      -103
      1,554
      1,269
      5,379
      -331
      -1,710
      2,994
      3,639
      -30,948
      -1,833
      -3,380
      -6,750
      24
      2,044
      1,146
      166
      57
      36
      -2,230
      -227
      6,934
      2,096
      -1,818
      -345
      9,934
      -2,331
      143
      15,790
      -1,089
      -366
      -279
      -679
       
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 2 860,119
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))
2017 473,993 9,952,354 0.047626
2016 479,410 9,177,764 0.052236
2015 460,984 9,610,931 0.047965
2014 465,315 9,196,299 0.050598
2013 440,442 8,410,897 0.052366
2
Total of line 1, column (d) .....................
2
0.250791
3
Average distribution ratio for the 5-year base period—divide the total on line 2 by 5.0, or by the number of years the foundation has been in existence if less than 5 years ......
3
0.050158
4
Enter the net value of noncharitable-use assets for 2018 from Part X, line 5......
4
10,472,877
5
Multiply line 4 by line 3......................
5
525,299
6
Enter 1% of net investment income (1% of Part I, line 27b)...........
6
10,222
7
Add lines 5 and 6........................
7
535,521
8
Enter qualifying distributions from Part XII, line 4,.............
8
491,305
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 (2018)
Form 990-PF (2018)
Page 4
Part VI
Excise Tax Based on Investment Income (Section 4940(a), 4940(b), 4940(e), or 4948—see instructions)
1a Exempt operating foundations described in section 4940(d)(2), check here Bullet and enter “N/A" on line 1. Bracket includes lines 1a and 1b
Date of ruling or determination letter:   (attach copy of letter if necessary–see instructions)
b Domestic foundations that meet the section 4940(e) requirements in Part V, check 1 20,443
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 20,443
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 20,443
6 Credits/Payments:
a 2018 estimated tax payments and 2017 overpayment credited to 2018 6a 18,573
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 18,573
8 Enter any penalty for underpayment of estimated tax. Check here 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 1,870
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 2019 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 2018 or the taxable year beginning in 2018? See the instructions for Part XIV.
    If "Yes," complete Part XIV .............................
    9
     
    No
    10
    Did any persons become substantial contributors during the tax year? If "Yes," attach a schedule listing their names
    and addresses. ...............................
    10
     
    No
    Form 990-PF (2018)
    Form 990-PF (2018)
    Page 5
    Part VII-A
    Statements Regarding Activities (continued)
    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) 762-9161

    Located atbullet116 ALLEGHENY CENTER MALLPITTSBURGHPA ZIP+4bullet15212
    15
    Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of Form 1041 —check here .........bullet
    and enter the amount of tax-exempt interest received or accrued during the year ........bullet
    15
     
    16 At any time during calendar year 2018, 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 the instructions for exceptions and filing requirements for FinCEN Form 114. If "Yes", enter the name of the foreign
    country bullet  
    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 2018?.............
    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 2018, did the foundation have any undistributed income (lines 6d
    and 6e, Part XIII) for tax year(s) beginning before 2018?.............
    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
     
     
    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 2018 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 2018.)..................
    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 2018?
    4b
     
    No
    Form 990-PF (2018)
    Form 990-PF (2018)
    Page 6
    Part VII-B
    Statements Regarding Activities for Which Form 4720 May Be Required (continued)
    5a
    During the year did the foundation pay or incur any amount to:
    Yes
    No
    (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
     
     
    8
    Is the foundation subject to the section 4960 tax on payment(s) of more than $1,000,000 in remuneration or
    excess parachute payment during the year? .................
    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
    52,470    
    116 ALLEGHENY CENTER MALL
    PITTSBURGH,PA15212
    THOMAS U WALKER INDIVIDUAL TRUSTEE
    1
    7,400    
    6687 32ND ST NW
    WASHINGTON,DC20015
    BARRETT P WALKER INDIVIDUAL TRUSTEE
    12
    7,400    
    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
    Form 990-PF (2018)
    Form 990-PF (2018)
    Page 7
    Part VIII
    Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
    and Contractors (continued)
    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  
    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  
    Form 990-PF (2018)
    Form 990-PF (2018)
    Page 8
    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
    10,632,362
    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
    10,632,362
    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
    10,632,362
    4
    Cash deemed held for charitable activities. Enter 1 1/2% of line 3 (for greater amount, see
    instructions) .............................
    4
    159,485
    5
    Net value of noncharitable-use assets. Subtract line 4 from line 3. Enter here and on Part V, line 4
    5
    10,472,877
    6
    Minimum investment return. Enter 5% of line 5..................
    6
    523,644
    Part XI
    Distributable Amount (see instructions) (Section 4942(j)(3) and (j)(5) private operating foundations and certain foreign organizations check here bullet and do not complete this part.)
    1
    Minimum investment return from Part X, line 6....................
    1
    523,644
    2a
    Tax on investment income for 2018 from Part VI, line 5......
    2a
    20,443
    b
    Income tax for 2018. (This does not include the tax from Part VI.)...
    2b
     
    c
    Add lines 2a and 2b............................
    2c
    20,443
    3
    Distributable amount before adjustments. Subtract line 2c from line 1............
    3
    503,201
    4
    Recoveries of amounts treated as qualifying distributions................
    4
    0
    5
    Add lines 3 and 4............................
    5
    503,201
    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
    503,201
    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
    491,305
    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
    491,305
    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
    491,305
    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 (2018)
    Form 990-PF (2018)
    Page 9
    Part XIII
    Undistributed Income (see instructions)
    (a)
    Corpus
    (b)
    Years prior to 2017
    (c)
    2017
    (d)
    2018
    1 Distributable amount for 2018 from Part XI, line 7 503,201
    2 Undistributed income, if any, as of the end of 2018:
    a Enter amount for 2017 only....... 6,004
    b Total for prior years:20, 20, 20 0
    3 Excess distributions carryover, if any, to 2018:
    a From 2013...... 0
    b From 2014...... 0
    c From 2015...... 0
    d From 2016...... 0
    e From 2017...... 0
    fTotal of lines 3a through e........ 0
    4Qualifying distributions for 2018 from Part
    XII, line 4: bullet$ 491,305
    a Applied to 2017, but not more than line 2a 6,004
    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 2018 distributable amount..... 485,301
    e Remaining amount distributed out of corpus 0
    5 Excess distributions carryover applied to 2018. 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 0
    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 2017. Subtract line
    4a from line 2a. Taxable amount—see
    instructions .............
    0
    f Undistributed income for 2018. Subtract
    lines 4d and 5 from line 1. This amount must
    be distributed in 2019 ..........
    17,900
    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
    8 Excess distributions carryover from 2013 not
    applied on line 5 or line 7 (see instructions) ...
    0
    9Excess distributions carryover to 2019.
    Subtract lines 7 and 8 from line 6a ......
    0
    10 Analysis of line 9:
    a Excess from 2014.... 0
    b Excess from 2015.... 0
    c Excess from 2016.... 0
    d Excess from 2017.... 0
    e Excess from 2018.... 0
    Form 990-PF (2018)
    Form 990-PF (2018)
    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 2018, 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) 2018 (b) 2017 (c) 2016 (d) 2015
             
    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 foundation 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 (2018)
    Form 990-PF (2018)
    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
    KARUNA CENTER FOR PEACE BUILDING
    447 WEST ST STE 2
    AMHERST,MA010022900
    NONE PC PRICING CARBON INITIATIVE 30,000
    MOUNT DESERT ISLAND BIOLOGICAL LAB
    OLD BAR HARBOR ROAD
    SALSBURY CIVE,ME04672
    NONE PC DECISION SUPPORT TOOLS TO 28,000
    CENTER FOR SUSTAINABLE
    1294 14TH STREET
    WEST LINN,OR97068
    NONE PC INTERNALIZING THE COSTS OF 80,000
    INSTITUTE FOR JUSTICE
    901 N GLEBE ROAD
    ARLINGTON,VA22203
    NONE PC ENDING CIVIL FORTEITURE & 30,000
    OUR CHILDREN'S TRUST
    PO BOX 5181
    EUGENE,OR974050181
    NONE PC ATMOSPHERIC TRUST CAMPAIGN 100,000
    ONEREEF WORLDWIDE STEWARDSHIP
    114 OAK KNOLL DRIVE
    SANTA CRUZ,CA950601304
    NONE   ONEREEF ECOSYSTEM FINANCE - 20,000
    OPEN SPACE INSTITUTE INC
    1350 BROADWAY SUITE 201
    NEW YORK,NY10018
    NONE PC CITIZENS CLIMATE COST 10,000
    THE NISKANEN CENTER INC
    PO BOX 26244
    WASHINGTON,DC20001
    NONE PC CARBON TAX ADVOCACY 20,000
    COOK INLET KEEPER
    3734 BEN WALTERS LANE
    HOMER,AR99603
    NONE PC AK CLAIM IMPACT 25,000
    ENVIROMENTAL PROGRESS
    2569 TELEGRAPH AVENUE
    BERKELEY,CA94704
    NONE PC SAVING NUCLEAR PP F/CLOSURE 30,000
    THE NISKANEN CENTER INC
    820 FIRST STREET NE STE 675
    WASHINGTON,DC20002
    NONE PC CLIMATE LITIGATION 15,000
    BROOKINGS INSTITUTION
    1775 MASSACHUSETTS AVENUE NW
    WASHINGTON,DC20036
    NONE PC ASSIST COAL MINERS & THEIR 25,000
    Total .................................bullet 3a 413,000
    bApproved for future payment
    Total .................................bullet 3b  
    Form 990-PF (2018)
    Form 990-PF (2018)
    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....     14 209,296  
    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 ............
        18 860,119  
    9 Net income or (loss) from special events:          
    10 Gross profit or (loss) from sales of inventory          
    11 Other revenue: a
    b
    c
    d
    e
    12 Subtotal. Add columns (b), (d), and (e)..   1,069,415  
    13Total. Add line 12, columns (b), (d), and (e)..................
    13
    1,069,415
    (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 (2018)
    Form 990-PF (2018)
    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) (other than section 501(c)(3) organizations) or in section 527, relating to political organizations?
    Yes
    No
    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) (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 name SmallBullet
    Firm's EIN SmallBullet
    Firm's address SmallBullet


    Phone no.
    Form 990-PF (2018)
    Additional Data


    Software ID:  
    Software Version:  


    Form 990PF - Special Condition Description:
    Special Condition Description

    TY 2018 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 1,949,175 1,896,643
    MUTUAL FUNDS - EQUITY AT COST 4,724,133 5,767,994

    TY 2018 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
    GRANTMAKING FEES 5,134 0   5,134


    TY 2018 OtherIncreasesSchedule
    Name:
    ALEX C WALKER EDUCATIONAL & CHARITABLE
    EIN:
    25-6109746
    Description Amount
    ROUNDING ADJ FOR SALES AND TRANSACTIONS 4
    POSTED CURRENT YEAR FOR PRIOR YEAR 450


    TY 2018 OtherProfessionalFeesSchedule
    Name:
    ALEX C WALKER EDUCATIONAL & CHARITABLE
    EIN:
    25-6109746
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    NON-PNC CONSULTING FEES 58,911     58,911


    TY 2018 TaxesSchedule
    Name:
    ALEX C WALKER EDUCATIONAL & CHARITABLE
    EIN:
    25-6109746
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    FOREIGN TAXES 19 19   0
    FEDERAL TAX PAYMENT - PRIOR YE 12,565 0   0
    FEDERAL ESTIMATES - PRINCIPAL 18,573 0   0