Integrity and Client Focus A leader who is viewed by others as having a high degree of integrity and forethought in an approach to making decisions; the ability to act in a transparent and consistent manner while always considering what is best for the organization Willingness to support, uplift, and shine a spotlight on the valued work of our funding partners and grantees while leading from behind the scenes and keeping a low profile for the organization. Jill currently serves on the Board of Directors of Chalkbeat, a national network of local education news bureaus and on the Education Committee of The Denver Foundation. After the Walton Family Foundation became the primary funder of the program, the two organizations decided to focus on K-12 education and education reform. He is passionate about mentoring and coaching young people about their careers. Caryl M. Stern, executive director of the Walton Family Foundation, said, "To create meaningful and positive change in the communities we serve, we must first listen to and learn from those closest to the complex challenges. He worked in the telecommunications industry for over 38 years. Later, Lee joined San Francisco-based Venture Out Holdings as President and CEO where he focused its private investment portfolio on operating companies in the recreation vehicle, hospitality, reprographics and real estate development sectors. They have two children, Kate and Karl. Miles also holds degrees from the University of California at Berkeley and Columbia University. she was also awarded the University Medal. Index of contact profiles from Walton Family Foundation 1-25 of 320 results. Philanthropic Response in the U.S. Southwest to the Crises of 2020. release of a new five-year strategic plan. Southeast Asia Advisory Council of Womens World Banking, a global NGO promoting womens Phone Email. It is possible to lose money on an investment in the Fund. The plan reflects the foundation's . The company's . opportunities in Southeast Asia. $25,000 to the LGBTQ Victory Fund, $100,000 to the cross-partisan group the White House Fund, and $100,000 to a . Are you staying close enough to your customers and doing the deep listening to truly understand their needs? The Beacon Fund is a social impact fund committed to using the full range of philanthropic and market rate tools to help create positive change. Rong Hui brings close to ten years of experience from different public and private sector organisations in Asia and Europe. At the time, I didnt realize the sacrifice this decision required for a divorced mother of three children. P.O. A graduate of West Point, Mike Miles has also served as an officer in the Armys elite Ranger Battalion. The plan reflects the foundation's mission to tackle tough social and environmental problems with urgency and a long-term approach to expand access to opportunity for people and communities. The Walton foundation was created by late Wal-Mart founder Sam Walton and his wife but has no connection to the discount-store chain. 501 (c) (3) organization Donations are tax-deductible URL not available PO BOX 1860 Bentonville AR 72712-1860 Bentonville AR | IRS ruling year: 1988 | EIN: 13-3441466 Mission not available Rating Information Not currently rated Ratings are calculated from one or more beacon scores. "Today's challenges are more complex and interconnected than ever, and solutions require setting ambitious goals, bringing people with different ideas and backgrounds together, and developing innovative approaches," saidAnnie Proietti, board chair of the Walton Family Foundation. Diverse perspectives, common values. She also serves on the Advisory Board of Colorado Public Radio. Brice Burge. | Disclosures As we focus on making an impact that improves lives today, we want to ensure it lasts to benefit future generations. Without this, an entrepreneur will not be able to survive the difficulties of building a company. | Terms and Conditions They have a collective worth of about $100 billion, and as of 2007, the family commanded more wealth than the entire bottom 30 percent of Americans. She currently provides strategic planning services to organizations in the health care and education industries. Specific initiatives include: 2021Philanthropy Southwest. She has been divorced twice and has no children. Beacon Fund set out to achieve exactly that. The first $100,000 of this grant comes from Colorado Succeeds, $50,000 from El Pomar and the other $10,000 from Adolph Coors. Mouna also holds board seats at technology startups and is a Director at the Myanmar Private Equity and Venture Capital Association. Three generations of the descendants of our founders, Sam and Helen Walton, and their spouses, work together to lead the foundation and create access to opportunity for people and communities. Investing in derivative instruments can be volatile and involves various types and degrees of risks, depending upon the characteristics of a particular derivative. Our story begins with Sam and Helen Walton. She was responsible for overseeing sub-awards with provincial Departments of Health to maximise contributions and support for public health programs in Vietnam. Bentonville-based Walton Family Foundation (WFF) announced Monday (Feb. 8) more than $2 billion in philanthropic support over the next five years to support various social and environmental initiatives. The chance to partner Southeast Asian women who want to build a better life for themselves and their communities with their own hands was too difficult to pass up as a fellow Southeast Asian! Most of the money for Walton's museummore than $1 billion, including endowmentscame from the Walton Family Foundation, the family's main charitable arm, which also spends hundreds of millions of dollars a year on education reform and environmental protection. Jill S. Barkin is The Director of Education at The Beacon Fund --a newly launched social impact enterprise committed to using the full range philanthropic to market rate investment tools and advocacy to help individuals achieve their full potential. Walton Family Foundation Inc. Is this your nonprofit? Over the next five years, the program will work toward this vision by supporting efforts to protect water resources in the face of climate change. AP/April L. Brown. He managed all finance strategies of the Company and led the execution team to successfully raise USD 4.5 million equity investment throughout a full fundraising process. They have two children, one in high school and the other at the University of Colorado. He is the author of two books, one fiction, one non-fiction. Shuyin was named one of Australia's "100 Women of Influence" by the Australian Financial Review With support from Investing in Women, an initiative of the Australian Government, and Swiss EP, an initiative of SECO Economic Cooperation and Development. The announcement was included in the foundationsrelease of a new five-year strategic plan. Kellogg Graduate School of Management at Northwestern University. For most of us, life is longfor lots of reasons, we might begin to act like it. The Beacon Fund invests in expanding people's opportunity to thrive. He is admitted to the Hawaii Bar (2016). That year, though, everything changed, thanks to the vision and generosity of several philanthropic funders, first and foremost the Walton Family Foundation. | Form CRS In 2006, she started her own consultancy firm to manage and development infrastructure projects funded by AfDB and JICA. The purpose of HTI is to create pathways for kids to succeed engaging students who dont necessarily learn in a traditional way. By applying this legacy to our work, we are redefining the way philanthropy collaborates with grantees and communities to take on some of the world's biggest problems. PO Box 297 since 2013, she has witnessed first hand the rise (and rise!) Box 2030, Bentonville, AR 72712 | Social Media. All rights reserved. . She was previously the founding Executive Director of Get Smart Schools, a charter school incubator and leadership development organization. in Finance and B.A. By clicking Sign up, you agree to receive marketing emails from Insider He was inducted into the International Academy of Digital Arts and Sciences in 2001. Join our team. Rick has designed and curated three exhibits on typography and letterpress printing and served as a curator and designer of exhibitions for AIGA National. As part of the Travels in Tuscany class, the students explored the beautiful sights in Venice. Transporting patients to receive life-saving care was an absolute passion and life's mission for Scott. Lee brings to the investment community three decades of leadership and operational experience in various commercial sectors. At the age of forty-one, my mother decided to return to college to complete her education. P.O. At a historic HBCU in the heart of the rural South, a new leadership academy provides wraparound support, The foundations Theory of Change for the region is designed to help us and our partners - be bold and nimble in finding solutions to our shared challenges, High school junior Zachary Clifton uses ChatGPT to bridge gaps in his understanding, English teacher Patrick Powers says ChatGPT is a more dynamic research tool, In Diego Marins math class, ChatGPT helps differentiate support for students at all levels, The foundation will support innovation, new ideas and above all community-led change. She worked closely with Patamar's Partners in leading one of the first gender lens investing funds in the region and in building the fund's impact measurement and gender lens strategies. He also served as interim CEO at the National Sports Center for the Disabled and two years as head of Public Affairs at the Denver Metro Chamber of Commerce. We encourage women, minorities, individuals with disabilities and veterans to apply. The three stocks have had divergent performances between December and June. Insider receives compensation when a reader provides certain personal information to Vanguard after clicking a Digital Advisor enrollment link on this page. Integrity and visionary are two characteristics I generally look for in entrepreneurs. Turning this question on myself and my work was in many ways the impetus for Beacon. The investment team managing the $238 billion Walmart family fortune revealed its stock picks in newly released disclosures, according to a report from Bloomberg. That insight will empower breakthrough ideas that are the building blocks for the big system change we hope to achieve.. Walton was an exceptional pilot who spent years as a flight instructor, and transporting patients through Care Flight was an "absolute passion and life's mission," according to his sister-in-law . The opportunity and the need for resources are both huge. Yen started her career as an investment banking analyst at Vietnams top brokerage firm, Ho Chi Minh City Securities Corporation (HSC). This fall, as Beacon College's popular Beacon in Tuscany study abroad program emerged from COVID-19 hibernation, nearly two . The grants included $5,000 to the City of Beacon for its Beacon Pool Swim Academy, which serves 96 children over eight weeks . The Walton Investment Team was launched in 2020 and is an "affiliate" of the main office that manages the Walton family fortune, a representative told Bloomberg. Its the fundamentals, stupid. Woomentum is a Singapore based network organisation that advances women-owned SMEs and startups to achieve success through access to mentoring, business networks and capital. He served as trustee of Colorado Mesa University from 2000-2008, and of the Denver School of Science and Technology (DSST-Public Schools) from 2008-2014. The first $100,000 of this grant comes from Colorado Succeeds, $50,000 from El Pomar and the other $10,000 from Adolph Coors. We are a vibrant network of funders committed to a thriving Southwestern U.S. through the power of philanthropy. from the University of Colorado, Colorado Springs in 1997 with a degree in Finance. In 10 years, I would like to see Beacon become the gold standard for high quality social impact investing in SEA and across all of Asia. Meet the people and organizations transforming lives in their communities by creating access to opportunity, one good idea at a time. Donations by the Walton family vary and both political parties benefit. Such options may also be illiquid, and in such cases, the Fund may have difficulty closing out its option positions. Three generations of the descendants of our founders, Sam and Helen Walton, and their spouses, work together to lead the foundation. Based in Denver, Beacon achieves its purpose through three primary initiatives: 1) Career and post-secondary success2) Immigrant advocacy and integration3) Youth nutrition. Yen graduated cum laude from North Central College, Illinois where she pursued a B.S. Dont forget the past. The Walton Family Holdings Trust, formed in 2015 to hold the family's shares, sells some periodically to keep the family's ownership in Walmart at about 50% and to fund charitable contributions. Of the total deals, 10 would come from the Beacon Impact Fund, which was launched yesterday, with a total investment budget of $30 million, around 1.2 billion baht, for an investment period of . The company's principal address . In addition to his leadership in the business community, Smith has stayed true to his philanthropic roots. Michael Walton, who had flown several times as his brother's passenger, said Scott Walton "always had an affinity for aviation" even throughout his 20s when he was working in marketing. Rick Griffith is a graphic designer and master letterpress printer. Jesus is a Colorado native who loves bringing exceptional people together to accomplish great things. Everyone had positive feedback for the district, and Maloney was handed a check with the first installment of the grant. While some may be dismissive of these SMEs as lifestyle or micro-businesses, our experience has revealed that many of these businesses are in fact profitable, cash-flow positive businesses growing at healthy rates. Karen Aug: 303-954-1733 or kauge@denverpost.com Where. About the Walton Family FoundationThe Walton Family Foundation is, at its core, a family-led foundation. Under his leadership, the District saw remarkable student achievement gains and implemented ground-breaking initiatives. The Environment Program envisions North America as a leader in improving water quality and availability through climate-resilient approaches to agriculture, water resource management and sustainable fisheries. We tend to dream smaller and smaller after adversity. In 2015, Craig received the first ever Colorado Governor's Citizenship Medal recognizing his professional excellence and positive impact on the Colorado Community. "As we work toward lasting change for tomorrow, we are committed to unlocking opportunity today and breaking down barriers that stand in the way.". Normena Walton is a native New Yorker who has lived in Colorado for over 25 years. Slothower was also the founder and board president of Denver Venture School, a Denver Public Schools charter high school with an entrepreneurship focus. The Walton Family Foundation was created in 1987 and is led by the family of Walmart Inc. founders Sam and Helen Walton. I believe all of us have pros and conswhich means I find everyone has at least one thing about them that is admirable. He also holds degrees in Economics from Boston University and Peking University for his Masters and Bachelor's degree respectively. Chuck and his wife Chris have lived in Denver for 20 years and have two children. Contact Info. The announcement was included in the foundation's release of a new five-year strategic plan. Today, Smith still serves as President & COO of HomeAdvisor, responsible for leading more than 1,400 employees, including international and subsidiary businesses. It has been celebrated by the Type Directors Club, Print Magazine, Dwell, and AIGA 50 Books | 50 Covers. Investing in a non-diversified investment company subjects you to the risks of investing in fewer issuers, and may be more susceptible to a single adverse economic or regulatory occurrence. Following the Arab spring revolution in 2011, Mouna has relocated to Singapore with her family. . I am a positive person who lives in a rainbow world! My brother-in-law, Scott Walton, was the pilot of the Guardian Flight medical plane that crashed fatally on Friday, Feb. 24, in Nevada. Tuan holds a B.S in Finance and a JD/MBA from the University of Hawaii, where he graduated cum laude (JD) and was awarded honours for outstanding MBA student. Learn More Speak with an advisor. In 2013 alone . Maloney practiced her pitch to businesses at the HTI Leadership Summit in Buena Vista on July 29 in front of many of the grant sponsors. Its not about me! You are leaving Beacon Trust's website and going to a third party website. as well as other partner offers and accept our, Bill Clark/CQ-Roll Call, Inc via Getty Images, Registration on or use of this site constitutes acceptance of our. At this stage of my business career, its a privilege to be able to dedicate my time and experience to something that has (remarkably!) However, full access to capital remains a major obstacle. Italians have a phrase for it: formare una famiglia, or forming a family. Rong Hui holds an MBA from HEC Paris, where he was awarded both the Dean's List and Leadership awards. In 2017 Jill was appointed by the Denver School Board to serve on the Strengthening Neighborhood Initiative. He is known as a passionate advocate for design. There are very few firms intentionally focused on solving this problem in this particular way. Shalynn Damron was recognized by the City of Munising for actions she took to save another local resident at the Munising City Commission meeting on Wednesday, March 1. He went on to become Chief Marketing Officer at Kellogg in Michigan, then at Tropicana in Florida, then at Coors in Colorado. Ricks true orientation is towards self-reliance, disruption, creative compassion, and independent thought. WFF grants totaled more than $525 million in 2019. Over the last decade Ive been relentlessly working towards advancing women entrepreneurs to achieve success. He was one of those special people who lit up a room . It is not about the game of power between genders. From 1997 until June 2007, Gottlieb served as education program officer at The PitonFoundation in Denver. Other ETF holdings included various Vanguard and iShares funds in emerging markets and Treasury bonds. Throughout his career, one truth has remained constant: success depends on your ability to develop and sustain solid, healthy relationships. Over the next five years, the program will work toward this vision by supporting efforts to protect water resources in the face of climate change. Search Full List of Executives. She earned a Masters of Business Administration with an emphasis in finance and accounting from the J.L. Stock picks ranged widely from Pinduoduo to Apollo Global Management and Snowflake. While at Kent Denver, Tom was the catalyst in establishing Denver Summerbridge (now Breakthrough Kent Denver) on the school campus in 1994. The next 12 months will offer opportunities for learning from community partners and exploring how to best support their work helping ensure residents have equitable access to resources and opportunities. She enjoys running, skiing, cooking, and listening to TED Talks. | Site Map Internships and business partnerships will be a big focus for HTI. No matter what happens in life, she has taught me to have faith and shared with me her experience in overcoming tough situations. In 1999 Tom was asked by Roger Reisher, founder and CEO of First Bank to help set up a major college scholarship program for Colorado students. By doing so, I build my own examples of womans success and contribute to my lifes mission of empowering others. It is very hard to be an entrepreneur, or at least a successful one. Associate Program Officer Jun 2017 - Dec 20181. He graduated from the University of Illinois and went on to receive an MBA from Northwestern. A mission that also led her to join Beacon Funds mission. They use their disproportionate capital to exert a disproportionate influence over . The top shareholders of Walmart are S. Robson Walton, Marc E. Lore, C. Douglas McMillon, Walton Enterprises, Walton Family Holdings Trust, and Vanguard Group. Authentic care is essential to building trust, while open-mindedness is crucial to helping us see new ways of doing things and helps us find the humility to improve. Walton Family Foundation Plans More Than $2 billion in Philanthropic Support Over the Next Five Years. Walton Family Foundation Finding Inspiration in the Past, a New Generation of Delta Leaders Rise Recent Stories "It Was Like Being Able to Access a New Chapter of the Textbook" K-12 Education Jessie Long March 1, 2023 High school junior Zachary Clifton uses ChatGPT to bridge gaps in his understanding Holyoke School District was awarded $160,000 as part of Phase 1 of the Homegrown Talent Initiative grant. managing one of the first gender lens investing funds in Southeast Asia, the Investing in Women Common stock prices fluctuate based on changes in a companys financial condition, on overall market and economic conditions, and on investors perception of a companys well-being. championing community-driven change to ensure the foundations work reflects the voices and needs of communities in which it works; prioritizing diversity, equity and inclusion in the grants the foundation makes and the voices it engages; collaborating with partners to develop innovative approaches that bring people, resources and ideas together from across government, local communities, and the private and philanthropic sectors. Our 10+ years of experience have helped us identify an overlooked opportunity amongst moderate growth companies. She is a a proud mother of two girls, an avid boxer and a passionate drummer. As with any mutual fund, there are risks to investing and loss of principal is possible. Suite 101. She graduated from the University of Texas at Arlington with Cum Laude honors and a Bachelor of Business Administration, Concentration in Finance Degree. Beacon focuses on three areas: career and post-secondary success; immigrant advocacy and integration; and youth nutrition and movement. As a fourth-generation Coloradan, Craig Smith was raised with a deep appreciation for his home state and a desire to help its citizens prosper. Katie Maguire Walton is organizing this fundraiser. Alanfounded Chalkbeats precursor, Education News Colorado, and served as its publisherfrom its founding in 2008 until the merger with New York-based GothamSchools thatcreated Chalkbeat in 2013. Were focusing on debt products, because we believe theyre a better fit for the moderate growth, cash-flow positive businesses that were targeting. The Home Region Program honors the Walton familys shared values and commitment to Northwest Arkansas and the Arkansas-Mississippi Delta by supporting local efforts to create opportunity and enhance quality of life for all who call these communities home. As Beacon continues to implement its social impact strategy, the team is seeking an experienced, highly motivated and entrepreneurial individual to serve as its Managing Director. Mouna Aouri earned her MS in Engineering in Japan in 2001 and spent most of her career working in leading engineering firms in France, North Africa and Japan. Common values provide the threads of trust which allow a team to challenge each other and push each other without descending into a cacophony. While at Gates, Tom focused on public-private partnerships, including the funding and construction of 22 Learning Landscapes on DPS elementary school campuses in Denvers Focus Neighborhoods. Sometimes we get so caught up in performing according to the rules of the system that we stop questioning why they exist. In addition, she co-founded the Denver School of Science and Technology where she spent three years as chief financial officer prior to its 2004 opening. New Report: The Walton Family Foundation's $375M in Market-Oriented Grants Is a Hit for the Environment, But a Miss for Education . She spearheads Patamars gender lens investing efforts, including The scholarships are awarded to community college graduates matriculating into 4-year colleges and rising sophomores at state universities. His coverage of DPS earned several regional journalism awards. Prior to joining Beacon Fund, Hoang worked as Finance Manager at EcoTruck, a leading technology logistics company with the mission to improve efficiency and optimise logistics costs for Vietnam market. At work, I look up to my collaguages who are not only young but incredibly talented and inspiring. If you continue to use this site we will assume that you are happy with it. The plan envisions Northwest Arkansas as one of the most vibrant and inclusive regions in the nation. True to the spirit of the West, Smiths persistence and work ethic earned him a prestigious fellowship at El Pomar Foundation, a job that laid the foundation for his rise to President & COO of HomeAdvisor by age 33. With the support of internal and broader organizational resources, the Managing Director will ensure that needs are met in an integrated and high-quality manner, that enhances capacity and capability in meeting the organizations social impact ambitions to continually move the organization forward. The Walton Family Foundation will provide more than $2 billion in philanthropic support over the next five years to achieve these goals. His professional career began as a practicing attorney assisting institutional investors in private placement finance transactions. The plan envisions Northwest Arkansas as one of the most vibrant and inclusive regions in the nation. Maloneys office will be located in the center, where she will headquarter when shes not out overseeing/coordinating internships for students. The world's wealthiest family moved $48 billion of Walmart Inc. stock to a different holding company in an action that may signal future share sales and bolster their philanthropy. Tuan La is a seasoned attorney with over 10 years of diverse experience in business, investments, legal, start-ups and private equity. Managing Director, The Beacon Fund Job Title Managing Director Job Description Who we are The Beacon Fund invests in expanding people's opportunity to thrive. She holds a B.A. In my previous efforts to reach out to female entrepreneurs, I felt like I was tinkering around the edges rather than trying to change the rules of the game. He believes that we are all at our best when we can tie what we do really well back to helping others. Previously, Tuan was also an associate at Baker McKenzie advising multinational companies on practical advice related to various issues of market access, business formation, and regulatory compliance. Thus, the most important aspect for an entrepreneur is resilience and passion. Specific initiatives include: The foundation's work in the Delta will focus over the next year on gaining a deeper understanding of how to support community-driven change most effectively. Each of these ventures refined Lees expertise in building effective organisations, finding and inspiring the best talents, and creating environments where every team member can succeed. LLC, an independent communicationsconsulting firm. Fund. Based in Denver, Beacon achieves its purpose through three primary initiatives: 1) Career and post-secondary success 2) Immigrant advocacy and integration Family Assistance Fund of the Pba of Nys cannot currently be evaluated by our Impact & Results methodology because either (A) it is eligible, but we have not yet received data; (B) we have not yet developed an algorithm to estimate its programmatic impact; (C) its programs are not direct services; or (D) it is not heavily reliant on contributions from individual donors. Nearby Areas. To me, empowering women means empowering myself. Investing in options purchased over-the-counter bears the risk that the counterparty that wrote the option will be unable or unwilling to perform its obligations under the option contract. That insight will empower breakthrough ideas that are the building blocks for the big system change we hope to achieve.". Resilience. MATTERs broad range of clients includes restaurants, beverage manufacturers and distributors, politicians, universities, architects, engineers, arts venues, mimes, scientists, government agencies, and entrepreneurs. With support of the American People through the United States Agency for International Development (USAID). The five-year plan prioritizes three goals across the Walton Family Foundation:championing community-driven changeto ensure the foundation's work reflects the voices and needs of communities in which it works;prioritizing diversity, equity and inclusionin the grants the foundation makes and the voices it engages;collaborating with partnersto develop innovative approaches that bring people, resources and ideas together from across government, local communities, and the private and philanthropic sectors. Our Team Beacon is proud to be a 2X-aligned fund and part of the global movement to invest in women. read blog posts and reports by Normena Walton. Paid non-client promotion. The Registered Agent on file for this company is William M Raymond and is located at 432 East Foothill Blvd Suite 120, San Dimas, CA 91773. Tuan started his career as an equity trader for a hedge fund in Los Angeles, California. Currently, she is a Senior Contract Specialist at IHS Markit, having managed over $70MM in contracts for the Federal government.