Archie D and Bertha H Walker
The Archie D and Bertha H Walker Foundation is a private foundation based in Excelsior, Minnesota. Its website describes a purpose of fostering charitable organizations and improving the community, and says it is dedicated to improving communities in the Twin Cities metropolitan area.
Archie D and Bertha H Walker at a glance
In short: Archie D and Bertha H Walker gave $299K across 8 grants in 2025 (avg $37K), mostly in Minnesota. Source: 2025 IRS Form 990-PF.
- Annual giving (2025)
- $299,311
- -10.7% vs 2024
- Grants made (2025)
- 8
- +0.0% vs 2024
- Average grant
- $37,414
- -10.7% vs 2024
- Median grant
- $7,500
- Total assets
- $9,368,596
- +2.6% vs 2024
- Primary geography
- Minnesota (86% of itemized 2025 grant dollars)
- Latest 990 filing
- Form 990-PF, 2025 View filing
Data from IRS Form 990-PF, 2025; updated October 2026.
How to apply to Archie D and Bertha H Walker
- Accepts unsolicited proposals
- No
- How to Apply
-
The website describes an annual application process, but the foundation states that it does not accept unsolicited requests. The 2026 application deadline was February 2, 2026, and has passed.
- Review Cycle
- The website lists the next arts application period as January 4–February 4, 2027. It lists the combating systemic racism, prejudice, and exclusivity application period as January 3–February 1, 2028, and the next arts period as January 2–February 1, 2029.
- Deadline
- The website lists the next arts application period as January 4–February 4, 2027.
- Next open deadline
- February 4, 2027 (Archie D & Bertha H Walker Foundation Annual Grant)
- Contact
Mailing address: 23505 Smithtown Rd 260, Excelsior, MN 55331
Phone: (952) 380-1350
Website: https://abwalkerfoundation.org
Application details from Grantable's research on the foundation's public materials; confirm on its website before applying.
Open Grants
2 open opportunities from Archie D and Bertha H Walker
Archie D & Bertha H Walker Foundation Annual Grant
Archie D and Bertha H Walker
Amount
$5K
Deadline
Expected ~February
Based on past cycles
Archie D & Bertha H Walker Foundation: Annual Grant Giving Program
Archie D and Bertha H Walker
Amount
Up to US $5,000
Deadline
Deadline not published
Who Archie D and Bertha H Walker funds
How this funder distributes its grants
Top Recipients
Top 8 recipients in 2025
The largest 2025 recipient was Grants Under 5000 ($246K). Together the top 8 received $299K.
Grant Size Distribution
54 grants across all recorded years
The most common grant size was under $50K: 49 grants of 54 (91%).
Geographic Focus
Where this funder awards grants
The foundation’s website describes its focus as the Twin Cities metropolitan area. Its annual grant eligibility criteria limit applicants to seven Minnesota counties: Anoka, Carver, Dakota, Hennepin, Ramsey, Scott, and Washington. In 2025, 86% of grant dollars went to recipients in Minnesota; the filing also reports grants to recipients in Massachusetts, Vermont, Wisconsin, and New Jersey.
Grant Distribution by State
Share of 2025 grant dollars across all 8 itemized grants.
Cities
How Archie D and Bertha H Walker gives
- Giving held roughly steady from 2022 to 2025 (+3%). Method
- In 2025 it paid out 96% of its IRS minimum distribution (the 5% rule). Foundations have until the end of the next year to meet it. Method
From the foundation's IRS Form 990-PF filings. Methodology.
Giving History
Giving Over Time
Total grant dollars and number of grants per year
From 2020 to 2025, annual grant giving ranged from $287K (2020) to $363K (2021). In 2025 it made 8 grants totaling $299K.
Grants by year
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| Grants Under 5000 Excelsior, MN | Charitable | $246,311 |
| Fine Arts Work Ctr in Provincetown Provincetown, MA | Charitable | $15,000 |
| The Center for Cartoon Studies White River Junction, VT | Charitable | $8,000 |
| Friends of the Hennepin Cty Library Minneapolis, MN | Charitable | $7,500 |
| Wild Rivers Conservancy Osceola, WI | Charitable | $7,500 |
| Children's Law Center of Minnesota St. Paul, MN | Charitable | $5,000 |
| Marlton Assembly of God Marlton, NJ | Charitable | $5,000 |
| The Joys of Living Assistance Dogs Salem, OR | Charitable | $5,000 |
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Financial History
Multi-year comparison from IRS filings
| Filing year | Total Assets | Revenue | Expenses | Grants paid | Grants | Qualifying Distributions | Net Investment Income | Distributable Amount |
|---|---|---|---|---|---|---|---|---|
| 2025 | $9,368,596 | $620,086 | $498,630 | $299,311 | 8 | $431,068 | $561,439 | $447,070 |
| 2024 | $9,129,377 | $647,308 | $540,181 | $335,190 | 8 | $463,032 | $578,135 | $441,017 |
| 2023 | $8,758,100 | $640,223 | $500,519 | $307,655 | 8 | $429,236 | $576,195 | $403,713 |
| 2022 | $7,942,909 | $274,761 | $473,217 | $291,060 | 4 | $408,226 | $212,727 | $420,894 |
| 2021 | $9,985,745 | $898,517 | $564,366 | $362,723 | 26 | $479,108 | $824,723 | $458,300 |
| 2020 | $9,345,659 | $485,497 | $456,568 | $287,442 | 14 | — | $419,172 | $415,273 |
Under IRS private-foundation payout rules, Archie D and Bertha H Walker reported a distributable amount of $447K for 2025 — the minimum it must pay out in qualifying distributions.
Research compiled by Grantable AI from public sources. Last updated October 2026.
Mission & Focus Areas
The foundation’s stated purpose is to foster and promote charitable organizations. Its website describes annual priorities for organizations whose primary focus is combating systemic racism, prejudice, and exclusivity, and for arts organizations in odd-numbered years. Arts eligibility includes organizations supporting art creation, arts learning, and the integration of arts into community life, including visual, performing, and literary arts.
The foundation’s 2025 grants included the Center for Cartoon Studies, whose stated mission is to educate students in visual storytelling through art, graphic design, and literature, and Children’s Law Center of Minnesota, which says it promotes and protects children’s and youths’ legal rights and well-being through legal advocacy, educational outreach, and policy reform.
Grantmaking
In filing year 2025, the foundation reported eight grants totaling $299,311. The reported median grant was $7,500; the smallest was $5,000 and the largest was $246,311. Named recipients included Fine Arts Work Center in Provincetown ($15,000), the Center for Cartoon Studies ($8,000), Friends of the Hennepin County Library ($7,500), Wild Rivers Conservancy ($7,500), and Children’s Law Center of Minnesota ($5,000).
The foundation’s website describes annual grants as fixed at $5,000 and for general operating support rather than specific projects. Eligible applicants must be the primary holder of their 501(c)(3) status; fiscal sponsorship is not permitted. Organizations must be registered in Minnesota, have no more than $2 million in revenue on their federal tax return, and be located in one of seven counties: Anoka, Carver, Dakota, Hennepin, Ramsey, Scott, or Washington. The website says organizations are limited to five grants in a 10-year period beginning in 2020. Separately, the foundation states on its 2025 filing that it makes contributions only to preselected charitable organizations and does not accept unsolicited requests.
Leadership & Key People
Leadership team and compensation from IRS filings
The 2025 filing lists James Heron as president; Lucinda Walker as vice president; Herbert Motley Jr. as treasurer; Julia Gilmore as secretary; Nancy Hauser as assistant treasurer; Anne Jones as assistant secretary; and Teri Motley, Justin Gilmore, Julia Lamb, and Dana McCannel as trustees.
Archie D and Bertha H Walker is led by James Heron, President on every filing since 2020; none of the 14 officers listed in 2025 report compensation.
Officers on the 2025 filing
James Heron
President
On filings since 2020
5 hrs/week
No compensation reported
Dana McCannel
Trustee
On filings since 2020
3 hrs/week
No compensation reported
Julia Lamb
Trustee
On filings since 2020
3 hrs/week
No compensation reported
Justin Gilmore
Trustee
On filings since 2020
3 hrs/week
No compensation reported
Peter Money
Trustee
On filings since 2020
3 hrs/week
No compensation reported
Teri Motley
Trustee
On filings since 2020
3 hrs/week
No compensation reported
William Fitts
Trustee
On filings since 2020
3 hrs/week
No compensation reported
Daniel Walker
Trustee
On filings since 2022
3 hrs/week
No compensation reported
Philip Walker
Trustee
New on the 2025 filing
3 hrs/week
No compensation reported
Anne Jones
Assistant Secretary
On filings since 2020
5 hrs/week
No compensation reported
Herbert Motley Jr.
Treasurer
On filings since 2020
5 hrs/week
No compensation reported
Julia Gilmore
Secretary
On filings since 2020
5 hrs/week
No compensation reported
Lucinda Walker
Vice President
On filings since 2020
5 hrs/week
No compensation reported
Nancy Hauser
Assistant Treasurer
On filings since 2020
5 hrs/week
No compensation reported
Former officers (1)
- Former: Joseph Walker (2020–2022) — Trustee
Data from IRS Form 990 filings, 2020–2025. "On filings since" is the earliest filing we hold that lists the person; hours are average hours per week as reported.
Frequently asked questions about Archie D and Bertha H Walker
How much does Archie D and Bertha H Walker give each year?
Archie D and Bertha H Walker gave $299K across 8 grants in 2025, according to its 2025 IRS Form 990-PF. In 2024 it gave $335K across 8 grants.
What is Archie D and Bertha H Walker's typical grant size?
Archie D and Bertha H Walker's median grant in 2025 was $7,500, and its average grant was $37,414, across 8 grants on its 2025 IRS Form 990-PF.
Where does Archie D and Bertha H Walker give grants?
Archie D and Bertha H Walker gives mostly in Minnesota: 86% of the grant dollars itemized on its 2025 IRS Form 990-PF went to recipients there. The next largest state was Massachusetts (5%).
Does Archie D and Bertha H Walker give general operating support?
Not in 2025: none of the 8 grants with a stated purpose on Archie D and Bertha H Walker's 2025 IRS Form 990-PF were described as general or operating support. Recurring purposes include "Charitable" (8 grants).
Who are Archie D and Bertha H Walker's largest grantees?
Archie D and Bertha H Walker's largest 2025 grantees include Grants Under 5000 ($246,311), Fine Arts Work Ctr in Provincetown ($15,000) and The Center for Cartoon Studies ($8,000), according to its 2025 IRS Form 990-PF. Together they received 90% of its itemized 2025 grant dollars.
How large is Archie D and Bertha H Walker?
Archie D and Bertha H Walker reported $9.4M in total assets on its 2025 IRS Form 990-PF. It paid out $431K in qualifying distributions that year, against a required minimum of $447K (roughly 5% of its investment assets). Falling short in one year is not a violation: foundations have until the end of the next year to meet the minimum.
What does Archie D and Bertha H Walker fund?
The foundation’s stated purpose is to foster and promote charitable organizations. Its website describes annual priorities for organizations whose primary focus is combating systemic racism, prejudice, and exclusivity, and for arts organizations in odd-numbered years. See mission & focus areas ↑
How do I apply for a grant from Archie D and Bertha H Walker?
The website describes an annual application process, but the foundation states that it does not accept unsolicited requests. Eligibility and process details are in the grantmaking section of this profile. See how to apply ↑
What is Archie D and Bertha H Walker's EIN?
Archie D and Bertha H Walker's EIN (Employer Identification Number) is 41-6022758. IRS Form 990 filing data is available on this page for 2020–2025.
Does Archie D and Bertha H Walker accept unsolicited proposals?
No, according to Grantable's research on the foundation's published guidelines. See how to apply ↑
Data last updated October 2026. Sourced from IRS Form 990-PF filings. Research dossier generated October 2026.
Data update history
(7)
When this profile's IRS filing data changed on Grantable
- Updated Form 990-PF for fiscal year 2020 (received by the IRS April 27, 2021)
- Updated Form 990-PF for fiscal year 2021 (received by the IRS May 12, 2022)
- Updated Form 990-PF for fiscal year 2022 (received by the IRS May 15, 2023)
- Updated Form 990-PF for fiscal year 2023 (received by the IRS May 15, 2024)
- Updated Form 990-PF for fiscal year 2024 (received by the IRS May 13, 2025)
- Added Form 990-PF for fiscal year 2025 (received by the IRS May 13, 2026)
- IRS filings on file for fiscal years 2020–2024
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