WEND II INC: Form 990PF, tax year 2023
View the entire original 990 at ProPublica ↗
- Organization
- WEND II INC (EIN 82-3592173)
- Tax period
- 2023-01-01 to 2023-12-31
- Filed
- 2024-11-08
- IRS object ID
- 202403139349102005
- Schema version
- 2023v5.1
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- Schedule B
- Accounting Fees Schedule
- Expenditure Responsibility Stmt
- Gain Loss Sale Other Assets Sch
- Investments Other Schedule2
- Legal Fees Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2024-11-08T14:49:25+00:00 | ReturnTs |
| Tax Period End | 2023-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 621665434 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | WALTON ENTERPRISES LLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 1860 | AddressLine1Txt |
| City | BENTONVILLE | CityNm |
| State Abbreviation | AR | StateAbbreviationCd |
| ZIP | 727121860 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2023-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 823592173 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Wend II Inc | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | WEND | BusinessNameControlTxt |
| Phone | 4794641570 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 1860 | AddressLine1Txt |
| City | BENTONVILLE | CityNm |
| State Abbreviation | AR | StateAbbreviationCd |
| ZIP | 72712 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | LUKE MITCHELL | PersonNm |
| Person Title | TREASURER | PersonTitleTxt |
| Signature | 2024-11-08 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | LUKE MITCHELL | PreparerPersonNm |
| PTIN | P03095207 | PTIN |
| Phone | 4794641500 | PhoneNum |
| Preparation | 2024-11-08 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2023 | TaxYr |
| Build TS | 2024-10-15 13:58:12Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $147,950,839 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $14,434,995 | ContriRcvdRevAndExpnssAmt |
| Dividends Rev And Expnss | $7,012,292 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $7,012,292 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | -$51,935 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $14,383,060 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $14,350,354 | CapGainNetIncmNetInvstIncmAmt |
| Gross Sales Less Ret And Allwnc | $0 | GrossSalesLessRetAndAllwncAmt |
| Cost Of Goods Sold | $0 | CostOfGoodsSoldAmt |
| Gross Profit Rev And Expnss | $0 | GrossProfitRevAndExpnssAmt |
| Other Income Rev And Expnss | $210 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $0 | OtherIncomeNetInvstIncmAmt |
| Other Income Adj Net Incm | $0 | OtherIncomeAdjNetIncmAmt |
| Total Rev And Expnss | $21,395,562 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $21,362,646 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $0 | TotalAdjNetIncmAmt |
| Legal Fees Rev And Expnss | $8,171 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $0 | LegalFeesNetInvstIncmAmt |
| Legal Fees Adj Net Incm | $0 | LegalFeesAdjNetIncmAmt |
| Legal Fees Dsbrs Chrtbl | $8,171 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $87,929 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $0 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $87,929 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $186,497 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $1,250 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Adj Net Incm | $0 | OtherProfFeesAdjNetIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $185,247 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $350,000 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $0 | TaxesNetInvstIncmAmt |
| Taxes Adj Net Incm | $0 | TaxesAdjNetIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Deprec And Dpltn Rev And Expnss | $0 | DeprecAndDpltnRevAndExpnssAmt |
| Deprec And Dpltn Net Invst Incm | $0 | DeprecAndDpltnNetInvstIncmAmt |
| Deprec And Dpltn Adj Net Incm | $0 | DeprecAndDpltnAdjNetIncmAmt |
| Other Expenses Rev And Expnss | $25 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $0 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Adj Net Incm | $0 | OtherExpensesAdjNetIncmAmt |
| Other Expenses Dsbrs Chrtbl | $25 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $632,622 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $1,250 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $281,372 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $32,655,299 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $29,936,270 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $33,287,921 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $1,250 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $30,217,642 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$11,892,359 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $21,361,396 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $257,872 | CashBOYAmt |
| Cash EOY | $217,411 | CashEOYAmt |
| Cash EOYFMV | $217,411 | CashEOYFMVAmt |
| Acct Rcvbl BOY | $0 | AcctRcvblBOYAmt |
| Acct Rcvbl EOY | $0 | AcctRcvblEOYAmt |
| Acct Rcvbl EOYFMV | $0 | AcctRcvblEOYFMVAmt |
| Pledges Rcvbl BOY | $0 | PledgesRcvblBOYAmt |
| Pledges Rcvbl EOY | $0 | PledgesRcvblEOYAmt |
| Pledges Rcvbl EOYFMV | $0 | PledgesRcvblEOYFMVAmt |
| Rcvbl From Officers BOY | $0 | RcvblFromOfficersBOYAmt |
| Rcvbl From Officers EOY | $0 | RcvblFromOfficersEOYAmt |
| Rcvbl From Officers EOYFMV | $0 | RcvblFromOfficersEOYFMVAmt |
| Other Nts And Loans Rcvbl | $0 | OtherNtsAndLoansRcvblAmt |
| Other Rcvbl Allwnc Dbtfl Acct | $0 | OtherRcvblAllwncDbtflAcctAmt |
| Other Nts And Loans Rcvbl BOY | $0 | OtherNtsAndLoansRcvblBOYAmt |
| Other Nts And Loans Rcvbl EOY | $0 | OtherNtsAndLoansRcvblEOYAmt |
| Other Nts And Loans Rcvbl EOYFMV | $0 | OtherNtsAndLoansRcvblEOYFMVAmt |
| US Government Obligations BOY | $0 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $0 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $0 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $0 | CorporateStockBOYAmt |
| Corporate Stock EOY | $0 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $0 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $0 | CorporateBondsBOYAmt |
| Corporate Bonds EOYFMV | $0 | CorporateBondsEOYFMVAmt |
| Invst Land Cost Or Other Basis | $0 | InvstLandCostOrOtherBasisAmt |
| Invst Land Accum Depreciation | $0 | InvstLandAccumDepreciationAmt |
| Land Bldg Investments BOY | $0 | LandBldgInvestmentsBOYAmt |
| Land Bldg Investments EOYFMV | $0 | LandBldgInvestmentsEOYFMVAmt |
| Other Investments BOY | $159,585,345 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $147,733,447 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $147,733,428 | OtherInvestmentsEOYFMVAmt |
| Land Bldg Equip Cost Or Other Bss | $0 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $0 | LandBldgEquipAccumDeprecAmt |
| Land BOY | $0 | LandBOYAmt |
| Land EOYFMV | $0 | LandEOYFMVAmt |
| Other Assets BOY | $0 | OtherAssetsBOYAmt |
| Other Assets EOY | $0 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $0 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $159,843,217 | TotalAssetsBOYAmt |
| Total Assets EOY | $147,950,858 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $147,950,839 | TotalAssetsEOYFMVAmt |
| Loans From Officers BOY | $0 | LoansFromOfficersBOYAmt |
| Loans From Officers EOY | $0 | LoansFromOfficersEOYAmt |
| Mortgages And Notes Payable BOY | $0 | MortgagesAndNotesPayableBOYAmt |
| Mortgages And Notes Payable EOY | $0 | MortgagesAndNotesPayableEOYAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Retained Earning BOY | $159,843,217 | RetainedEarningBOYAmt |
| Retained Earning EOY | $147,950,858 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $159,843,217 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $147,950,858 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $159,843,217 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $147,950,858 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $159,843,217 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$11,892,359 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $147,950,858 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $147,950,858 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Property | 93,000 SHARES OF PUBLICLY TRADED SECURITIES | PropertyDesc |
| How Acquired | D | HowAcquiredCd |
| Gross Sales Price | $14,383,060 | GrossSalesPriceAmt |
| Cost Or Other Basis | $32,706 | CostOrOtherBasisAmt |
| Gain Or Loss | $14,350,354 | GainOrLossAmt |
| Excess FMV Over Adjusted Bss | $0 | ExcessFMVOverAdjustedBssAmt |
| Gains Minus Excess Or Losses | $14,350,354 | GainsMinusExcessOrLossesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $14,350,354 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | $0 | NetShortTermCapitalGainLossAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $296,923 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $296,923 | SubtotalAmt |
| Tax Based On Investment Income | $296,923 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $112,360 | EstimatedPlusOvpmtIncmTxAmt |
| Extsn Request Income Tax Paid | $200,000 | ExtsnRequestIncomeTaxPaidAmt |
| Total Payments And Credits | $312,360 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $15,437 | OverpaymentAmt |
| Applied To ES Tax | $15,437 | AppliedToESTaxAmt |
| Refund | $0 | RefundAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | false | LegislativePoliticalActyInd |
| More Than100 Spent | false | MoreThan100SpentInd |
| Form1120 POL Filed | false | Form1120POLFiledInd |
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (true) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Org Report Or Register State | DE | OrgReportOrRegisterStateCd |
| Org Report Or Register State | AR | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (true) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | false | PrivateOperatingFoundationInd |
| New Substantial Contributors | false | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
| Individual With Books | KARI HARRIS | IndividualWithBooksNm |
| Phone | 4794641570 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 2030 | AddressLine1Txt |
| City | BENTONVILLE | CityNm |
| State Abbreviation | AR | StateAbbreviationCd |
| ZIP | 72712 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | false | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | false | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | false | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | Yes (true) | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | false | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | false | ActsFailToQlfyAsExceptionsInd |
| Uncorrected Prior Acts | false | UncorrectedPriorActsInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Business Holdings | false | BusinessHoldingsInd |
| Jeopardy Investments | false | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | false | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | false | InfluenceLegislationInd |
| Influence Election | false | InfluenceElectionInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Grants To Organizations | Yes (true) | GrantsToOrganizationsInd |
| Noncharitable Purpose | false | NoncharitablePurposeInd |
| Transactions Fail To Qlfy As Exc | false | TransactionsFailToQlfyAsExcInd |
| Maintained Expenditure Rspns | Yes (true) | MaintainedExpenditureRspnsInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (3 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| JAMES M WALTON | ||||||||
| PO BOX 1860 | BENTONVILLE | AR | 72712 | DIRECTOR; PRESIDENT | 5.000 | $0 | $0 | $0 |
| ROBERT A SMITH (Until 09142023) | ||||||||
| PO BOX 1860 | BENTONVILLE | AR | 72712 | TREASURER; SECRETARY | 1.000 | $0 | $0 | $0 |
| LUKE MITCHELL (FROM 09142023) | ||||||||
| PO BOX 1860 | BENTONVILLE | AR | 72712 | TREASURER; SECRETARY | 1.000 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Service TypeServiceTypeTxt | CompensationCompensationAmt |
|---|---|---|---|---|---|
| GREAT WORK INC | |||||
| 3636 Osage St | DENVER | CO | 80211 | CONSULTING | $185,247 |
| WALTON ENTERPRISES LLC | |||||
| PO BOX 1860 | BENTONVILLE | AR | 72712 | MANAGENENT SERVICES | $95,858 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $0 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $146,843,908 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $146,843,908 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Adjusted Total FMV Of Unused Ast | $146,843,908 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $2,202,659 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $144,641,249 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $7,232,062 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $7,232,062 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $296,923 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $296,923 | TotalTaxAmt |
| Distributable Before Adj | $6,935,139 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $210 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $6,935,349 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $6,935,349 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $30,217,642 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Set Aside Cash Distri Test | $0 | SetAsideCashDistriTestAmt |
| Qualifying Distributions | $30,217,642 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $6,935,349 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Prior Year1 | 2021 | PriorYear1Yr |
| Prior Year2 | 2020 | PriorYear2Yr |
| Prior Year3 | 2019 | PriorYear3Yr |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $1,799,327 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $19,982,532 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $71,617,817 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $37,383,255 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $34,698,744 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $165,481,675 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $30,217,642 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $6,935,349 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $23,282,293 | RemainingDistriFromCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $188,763,968 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $1,799,327 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $186,964,641 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $19,982,532 | ExcessFromYear4Amt |
| Excess From Year3 | $71,617,817 | ExcessFromYear3Amt |
| Excess From Year2 | $37,383,255 | ExcessFromYear2Amt |
| Excess From Year1 | $34,698,744 | ExcessFromYear1Amt |
| Excess From Current Year | $23,282,293 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | JAMES M WALTON | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (159 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line1RecipientForeignAddress/AddressLine1Txt | CityRecipientForeignAddress/CityNm | CountryRecipientForeignAddress/CountryCd | Foreign PostalRecipientForeignAddress/ForeignPostalCd | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|---|---|---|---|
| A Second U Foundation | |||||||||||
| PO Box 1389 | New York | NY | 10113 | PC | TO SUPPORT GENERAL OPERATIONS. | $150,000 | |||||
| Access Montessori | |||||||||||
| 846 E 6th Avenue | Helena | MT | 59601 | PC | TO SUPPORT GENERAL OPERATIONS. | $25,000 | |||||
| Amalgamated Foundation | |||||||||||
| 1825 K Street NW | Washington | DC | 20006 | PC | To support the collaborative funding pool of the Policy Working Group to maximize their impact on policy that will advance equitable learning environments for all students. | $600,000 | |||||
| Amalgamated Foundation | |||||||||||
| 1825 K Street NW | Washington | DC | 20006 | PC | TO PROVIDE SUPPORT TO THE RETURN TO THE HEART FOUNDATION. | $30,000 | |||||
| American Montessori Society | |||||||||||
| 211 E 43rd St 7th Fl 262 | New York | NY | 10017 | PC | To support the American Montessori Society's 2023 annual conference. | $40,000 | |||||
| American Montessori Society | |||||||||||
| 211 E 43rd St 7th Fl 262 | New York | NY | 10017 | PC | TO SUPPORT GENERAL OPERATIONS. | $100,000 | |||||
| Association Montessori Internationale | |||||||||||
| NC | To support continuation of the work on the blended learning project for the 0-3 and 6-12 levels and to build on the lessons learned from the 3-6 pilot. | $200,000 | Koninginneweg 161 | Amsterdam | NL | 1075CN | |||||
| Association Montessori Internationale of the United States Inc | |||||||||||
| 1421 Prince St Suite 350 | Alexandria | VA | 22314 | PC | TO SUPPORT GENERAL OPERATIONS. | $100,000 | |||||
| ASU Foundation | |||||||||||
| PO Box 2260 | Tempe | AZ | 852802260 | PC | Land Restoration: Innovative land and property solutions for Indigenous Nations. | $100,000 | |||||
| ASU Foundation | |||||||||||
| PO Box 2260 | Tempe | AZ | 852802260 | PC | TO SUPPORT GENERAL OPERATIONS. | $100,000 | |||||
| Bioneers | |||||||||||
| 215 LIncoln Ave 202 | Santa Fe | NM | 87501 | PC | TO SUPPORT GENERAL OPERATIONS. | $400,000 | |||||
| Black Farmer Fund | |||||||||||
| 228 Park Ave S | New York | NY | 100031502 | PC | TO SUPPORT GENERAL OPERATIONS. | $300,000 | |||||
| Black Lives Matter Phoenix Metro | |||||||||||
| PO Box 25002 | Phoenix | AZ | 85002 | PC | The grant funds are to advance the organizational mission and goals. | $40,000 | |||||
| Black Lives Matter Phoenix Metro | |||||||||||
| PO Box 25002 | Phoenix | AZ | 85002 | PC | TO SUPPORT GENERAL OPERATIONS. | $100,000 | |||||
| Camp Reimagined | |||||||||||
| 160 Big Pond Road | Huguenot | NY | 12746 | PC | TO SUPPORT GENERAL OPERATIONS. | $1,869,029 | |||||
| Camp Reimagined | |||||||||||
| 160 Big Pond Road | Huguenot | NY | 12746 | PC | to support the preparation of youth to be on-site at Camp Reimagined this summer and support the summer program. | $500,000 | |||||
| Center Consolidated Schools 26JT | |||||||||||
| 550 S Sylvester | Center | CO | 81125 | GOV | Center Positive Youth Development Youth Innovation & Promotora Project. | $80,000 | |||||
| Children's Hospital Colorado Foundation | |||||||||||
| 13121 E 16th Avenue Box 045 | Aurora | CO | 80045 | PC | To help Children's Hospital Colorado, together with the community, build upon the community health navigator (CHN) model. | $100,000 | |||||
| Children's Hospital Colorado Foundation | |||||||||||
| 13121 E 16th Avenue Box 045 | Aurora | CO | 80045 | PC | To support Multi-cultural Navigation and Health Services Partnership between the APS Community Schools and Children's Hospital Colorado. | $250,000 | |||||
| Cihuapactli Collective | |||||||||||
| PO Box 20345 | Phoenix | AZ | 85036 | PC | To support for building a food system network of sound agroecology practices in AZ. | $125,000 | |||||
| Cihuapactli Collective | |||||||||||
| PO Box 20345 | Phoenix | AZ | 85036 | PC | To support Cihuapactli Collective's multi-generational, multi-sectored resilience zones. | $125,000 | |||||
| Collaborative Healing Initiative within Communities | |||||||||||
| 10660 e colfax ave | AURORA | CO | 80010 | PC | To support program and storytelling efforts related to strengthening relational and social networks for the women, young women, and girls whom CHIC serves. | $100,000 | |||||
| Colorado Center on Law and Policy | |||||||||||
| 789 N Sherman Street Ste 300 | Denver | CO | 80206 | PC | To support Mile High Connects' participation in TEEM. | $40,000 | |||||
| Colorado Nonprofit Development Center | |||||||||||
| PO Box 18770 | Denver | CO | 80218 | PC | To provide operating support to In Lak'ech Denver Arts. | $23,000 | |||||
| Colorado Outward Bound School | |||||||||||
| 3840 York St Suite 150 | Denver | CO | 80205 | PC | To support the attainment of strategic priorities in the 2023 program year. Specifically supporting general operating, the groups program manager, and DEIJ committee stipends. | $150,000 | |||||
| Colorado Plateau Foundation | |||||||||||
| 113 E Birch Avenue | Flagstaff | AZ | 86001 | PC | to support the organizational mission and goals. | $70,000 | |||||
| Colorado Plateau Foundation | |||||||||||
| 113 E Birch Avenue | Flagstaff | AZ | 86001 | PC | To support the organization in their mission through the Arizona Racial Justice Initiative partner support funding. | $100,000 | |||||
| Colorado Young Leaders | |||||||||||
| 3435 S Inca Street Suite C | Englewood | CO | 80110 | PC | TO SUPPORT GENERAL OPERATIONS. | $75,000 | |||||
| Colorado Youth Congress | |||||||||||
| 1031 33rd St | Denver | CO | 80205 | PC | help Colorado Youth Congress revamp its programming and network to ensure that all Colorado students can express their agency, develop their social capital, and, ultimately, become socially mobile. | $100,000 | |||||
| Commonweal | |||||||||||
| Mesa Road | Bolinas | CA | 94924 | PC | To support CELT Program and Org Development. | $360,000 | |||||
| Conservation Colorado Education Fund | |||||||||||
| 1536 Wynkoop Street 510 | Denver | CO | 80202 | PC | to support establishing equitable transportation electrification policy in Colorado. | $250,000 | |||||
| Education and Community | |||||||||||
| 19592 East 41st Avenue | Denver | CO | 80040 | PC | Support the development of VINE, leverage a budding relationship with Microsoft's Non-Profit Technology Acceleration program, and begin to develop an education policy program in E&C. | $100,000 | |||||
| Education Reimagined | |||||||||||
| 600 14th Street NW Suite 510 | Washington | DC | 20005 | PC | TO SUPPORT GENERAL OPERATIONS. | $350,000 | |||||
| El Sistema Colorado | |||||||||||
| 2980 Curtis St | Denver | CO | 80205 | PC | TO SUPPORT GENERAL OPERATIONS. | $137,000 | |||||
| Equal Justice Initiative | |||||||||||
| 122 Commerce Street | Montgomery | AL | 36104 | PC | To support unrestricted support to the Equal Justice Initiative. | $1,000,000 | |||||
| Family Star Montessori | |||||||||||
| 2246 Federal Blvd | Denver | CO | 80211 | PC | general operating funds to support the two-generation educational program. | $75,000 | |||||
| FarmerJawn & Friends Foundation Fund | |||||||||||
| 6730 Germantown Avenue | Philadelphia | PA | 19119 | PC | support tractor procurement for FarmerJawn & Friends Foundation, whose overall mission is the reintroduction of farming into the lifestyles of urban people through equitable practices and education. | $60,000 | |||||
| First Nations Development Institute | |||||||||||
| 2432 Main St Floor 2 | Longmont | CO | 80501 | PC | To support the MULTI-STEP CONVENING WITH A WIDE RANGE OF NATIVE LANGUAGE PRACTITIONERS TO EXPLORE SUCCESSES, CHALLENGES, SYSTEMATIC OBSTACLES AND OTHER ISSUES RELATED TO NATIVE LANGUAGE REVITALIZATION. | $250,000 | |||||
| First Nations Development Institute | |||||||||||
| 2432 Main St Floor 2 | Longmont | CO | 80501 | PC | provide support for Native Nation land and resource co-management tools, convenings, and research and analysis. | $225,000 | |||||
| Fort Lewis College Foundation | |||||||||||
| 1000 Rim Drive | Durango | CO | 81301 | PC | The Springboard Fellowship is a partnership between Fort Lewis College (FLC) and Colorado Mesa University (CMU) that will support the social capital development of the underserved, first generation, and Indigenous students. | $185,500 | |||||
| Forth Mobility Fund | |||||||||||
| 2035 NW Front Ave 101 | Portland | OR | 97209 | PC | To support the participation of Virginia NAACP in the Virginia TEEM cohort or any other TEEM related Virginia cohort needs. | $150,000 | |||||
| Forth Mobility Fund | |||||||||||
| 2035 NW Front Ave 101 | Portland | OR | 97209 | PC | To pay for TEEM state cohort needs in advancing their collective TEEM priorities. | $351,550 | |||||
| Friends of the Akwesasne Freedom School | |||||||||||
| PO Box 290 | Rooseveltown | NY | 13683 | PC | to support Friends of the Akwesasne Freedom School | $150,000 | |||||
| GOALS | |||||||||||
| 33608 Valley View Dr | Evergreen | CO | 80439 | PC | To support GOALS Youth River Expeditions. | $25,000 | |||||
| Goodnation Foundation Inc | |||||||||||
| 100 Crosby St Ste 301 | NY | NY | 10012 | PC | To provide general operating support and to support the 2023 Convening in May | $100,000 | |||||
| Great Work Inc | |||||||||||
| 3636 Osage St | Denver | CO | 80211 | PC | TO SUPPORT GENERAL OPERATIONS. | $3,636,870 | |||||
| GripTape Inc | |||||||||||
| 60 Park Terrace West A21 | New York | NY | 10034 | PC | TO SUPPORT GENERAL OPERATIONS. | $350,000 | |||||
| HadaNou Collective | |||||||||||
| 3533 N Marion St | Denver | CO | 80205 | PC | to support Montessori on Wheels to reach more children and families with their learning experiences | $25,000 | |||||
| Indaba Foundation | |||||||||||
| 19 W 21st St Suite 702 | NEW YORK | NY | 10010 | PF | To transform the Early Childhood Development ("ECD") landscape in South Africa by training teachers to an internationally accredited AMI Diploma standard whilst implementing and scaling a newly developed EsF Community Rooted Montessori Education curriculum ("CoRE") to offer training to thousands of marginalized South African ECD practitioners. | $350,000 | |||||
| Indian Land Tenure Foundation | |||||||||||
| 151 County Road B2 East | Little Canada | MN | 55117 | PC | TO SUPPORT GENERAL OPERATIONS. | $100,000 | |||||
| IndiJ Public Media | |||||||||||
| 555 N Central Ave Ste 500 | Phoenix | AZ | 85004 | PC | TO SUPPORT GENERAL OPERATIONS. | $25,000 | |||||
| Institute for the Study of Energy & Our Future | |||||||||||
| 344 West Main Street | Ellsworth | WI | 54011 | PC | to provide general operating support for 2023 and 2024. | $500,000 | |||||
| International Center for Community Land Trusts | |||||||||||
| 3146 Buena Vista Street | Madison | WI | 53704 | PC | to provide support to enhance the Center's current programs and to expand into new program areas. | $400,000 | |||||
| Joy as Resistance | |||||||||||
| 3264 Larimer St Ste D | Denver | CO | 80205 | PC | To support the Big Queer, Little Queer Program. Specifically, these funds will be used to expand the program and be responsive to the need of the community. | $100,000 | |||||
| Keres Children's Learning Center | |||||||||||
| PO Box 113 | Cochiti Pueblo | NM | 87072 | PC | To support the Native Language Symposium and other related convenings. | $15,000 | |||||
| Keres Children's Learning Center | |||||||||||
| PO Box 113 | Cochiti Pueblo | NM | 87072 | PC | support the Indigenous Montessori Institute | $100,000 | |||||
| Kidogo Early Years Inc | |||||||||||
| 6901 St Ambrose Way | Hyattsville | MD | 20785 | PC | TO SUPPORT GENERAL OPERATIONS. | $75,000 | |||||
| K'oihonua | |||||||||||
| PO Box 1229 | Pearl City | HI | 96782 | PC | support restoration and rebuilding efforts of Lahaina's Na Aikane o Maui Cultural and Research Center. | $280,000 | |||||
| Lake County Community Fund | |||||||||||
| PO Box 477 | Leadville | CO | 80461 | PC | to support the Good Natured Learning project | $10,000 | |||||
| Lake County Community Fund | |||||||||||
| PO Box 477 | Leadville | CO | 80461 | PC | support teacher leaders to participate in the Good Natured Learning Fellowship | $10,000 | |||||
| MOMIE (Mentors of Minorities In Education) Inc | |||||||||||
| 2616 Georgia Ave NW | Washington | DC | 20001 | PC | To support the Black Montessori Education Fund and award scholarships to around 12 applicants | $50,000 | |||||
| Menomini yoU Inc | |||||||||||
| Po Box 1108 | Keshena | WI | 54494 | PC | TO SUPPORT GENERAL OPERATIONS. | $1,985,000 | |||||
| Midwest Indigenous Immersion Network | |||||||||||
| 224 N 24th Ave E 2 | Duluth | WI | 55812 | PC | TO SUPPORT GENERAL OPERATIONS. | $50,000 | |||||
| Mile High United Way Inc | |||||||||||
| 711 Park Ave W | Denver | CO | 80205 | PC | To support United for Families program | $150,000 | |||||
| Missouri River Educational Cooperative Foundation | |||||||||||
| 128 Soo Line Dr Ste 102 | Bismarck | ND | 58501 | PC | to support the work of Oun | $25,000 | |||||
| Missouri River Educational Cooperative Foundation | |||||||||||
| 128 Soo Line Dr Ste 102 | Bismarck | ND | 58501 | PC | TO SUPPORT GENERAL OPERATIONS. | $150,000 | |||||
| Montessori Public Policy Initiative | |||||||||||
| 2802 Hillside Ave | Cheverly | MD | 20785 | SO I | to support expenses for Montessori Public Policy Initiative gatherings | $20,000 | |||||
| Montessori Public Policy Initiative | |||||||||||
| 2802 Hillside Ave | Cheverly | MD | 20785 | SO I | TO SUPPORT GENERAL OPERATIONS. | $400,000 | |||||
| Montessori Public Policy Initiative | |||||||||||
| 2802 Hillside Ave | Cheverly | MD | 20785 | SO I | To conduct a literature review to inform the Montessori Essentials | $25,000 | |||||
| Montessori Training and Research Center of Dallas | |||||||||||
| 4006 Belt Line Road Suite 1oo | Addison | TX | 75001 | PC | To support candidates of color in the MINT training programs | $50,000 | |||||
| Montessori Training Center of Minnesota | |||||||||||
| 1611 Ames Ave East | Saint Paul | MN | 55106 | PC | To support the MCM Montessori All-Stars event | $50,000 | |||||
| Moonshot edVentures | |||||||||||
| 3840 York Street Suite 145 | Denver | CO | 80205 | PC | TO SUPPORT GENERAL OPERATIONS. | $150,000 | |||||
| NACA-Inspired Schools Network | |||||||||||
| 924 Park Ave SW | Albuquerque | NM | 87102 | PC | TO SUPPORT GENERAL OPERATIONS. | $350,000 | |||||
| National Black Food and Justice Alliance | |||||||||||
| 1450 Ralph David Abernathy Boulevar | Atlanta | GA | 30310 | PC | to support capacity building | $100,000 | d SW Suite 107 | ||||
| National Center for Montessori in the Public Sector | |||||||||||
| 125 Whiting Lane | West Hartford | CT | 06119 | PC | TO SUPPORT GENERAL OPERATIONS. | $300,000 | |||||
| National Nonpartisan Conversation on Voters Rights Inc | |||||||||||
| 12075 E 45th Avenue Suite 100B | Denver | CO | 80239 | PC | To support general operations. | $25,000 | |||||
| Native Americans in Philanthropy | |||||||||||
| 1140 3rd Street NE 2nd Floor | Washington | DC | 20002 | PC | TO SUPPORT GENERAL OPERATIONS. | $100,000 | |||||
| Native Forward Scholars Fund | |||||||||||
| 10010 Indian School Rd NE | Albuquerque | NM | 87112 | PC | to support scholarships in the areas of land conservation and indigenous languages. | $500,000 | |||||
| NDN Collective Inc | |||||||||||
| 408 Knollwood Dr | RAPID CITY | SD | 57701 | PC | to provide support for legal and community organizing efforts to protect the land and water of the Black Hills, the ND Zero Tolerance Legal Defense Fund, the Indigenous Peoples Pavilion, and general overhead. | $250,000 | |||||
| New Horizons Foundation Inc | |||||||||||
| 5550 Tech Center Dr Suite 303 | Colorado Springs | CO | 80919 | PC | to support Denver Independent School in developing a strategic design, implementation, and funding plan, to successfully resume programming for the 2024/2025 school year. | $52,500 | |||||
| New Venture Fund | |||||||||||
| 1828 L Street NW | Washington | DC | 20036 | PC | support the IllumiNative project | $20,000 | |||||
| New Venture Fund | |||||||||||
| 1828 L Street NW Suite 300A | Washington | DC | 20036 | PC | provide operational support to Trust for Learning. | $700,000 | |||||
| North Routt Community Charter School | |||||||||||
| 26990 Eagle Ln | CLARK | CO | 80428 | PC | To support the continuation of the collaboration and work started during the 2021-22 school year and advance project-based collaboration and support for a lead teacher. | $80,000 | |||||
| Northeast Transportation Connections | |||||||||||
| 7350 E 29th Ave Ste 300 | Denver | CO | 80238 | PC | support full engagement in TEEM for the 2023-2024 fiscal year | $85,000 | |||||
| Outdoor Lab Foundation | |||||||||||
| 3000 Youngfield St Suite 167 | Wheat Ridge | CO | 80215 | PC | to provide funding to complete the Brains in Nature Fellowship Cohort 1. | $23,850 | |||||
| Oyate Teca | |||||||||||
| 39 Wakpala Ave | Kyle SD | SD | 57752 | PC | TO SUPPORT GENERAL OPERATIONS. | $300,000 | |||||
| People 1st Global Food and Land Reclamation Foundation | |||||||||||
| 4234 W Double Adobe Rd | McNeal | AZ | 85617 | PC | TO SUPPORT GENERAL OPERATIONS. | $78,000 | |||||
| People's Land Fund | |||||||||||
| 1428 Franklin St | Oakland | CA | 94612 | PC | To support and resource the land and infrastructure needs of Black, Indigenous, and POC farmers and land stewards by engaging in community building, pre-development work, and providing legal and fiduciary support. | $300,000 | |||||
| Potlikker Capital | |||||||||||
| PO Box 778 | Ithaca | CA | 14851 | SO II | support Potlikker Capital's farmer-centric strategy of providing access to reparative capital (financial, social, and farming practices, knowledge, resources) to create sustainable and resilient farmers, community, and systemic levels of agriculture. | $500,000 | |||||
| PR Education Foundation | |||||||||||
| PO Box 10050 | San Juan | PR | 00908 | PC | TO SUPPORT GENERAL OPERATIONS. | $200,000 | |||||
| President and Fellows of Harvard College | |||||||||||
| 79 JFK Street | Cambridge | MA | 02138 | PC | To support Phase 3 of the HPAIED Landback Initiative. | $200,000 | |||||
| Prodigy Ventures Inc | |||||||||||
| 3801 E 40th Ave | Denver | CO | 80205 | PC | To support Prodigy Ventures in extending its apprenticeship experience and deepening its impact with a particular focus on the transition to the workforce phase. | $100,000 | |||||
| Project 41 12 INC | |||||||||||
| 2460 Fairmount Blvd Suite 219 | Cleveland Heights | OH | 44106 | PC | To support capacity building, infrastructure and team support during the startup phase of the organization. | $700,000 | |||||
| Project Roots | |||||||||||
| 7000 N 16th St 326 | Phoenix | AZ | 85020 | PC | To support paying off past due invoices to farmers who supplemented Project Roots produce for CSA & farmers markets. | $12,000 | |||||
| Project South the Institution for the Elimination Poverty & Genocide | |||||||||||
| 9 Gammon Ave | Southeast Atlanta | GA | 30315 | PC | to support intergenerational knowledge transfer via convenings and curation of the last 35 years of Black land loss prevention and land stewardship: best practices, and the building of power through self-care, economic justice, racial equity and sustainable development. | $200,000 | |||||
| Propel Nonprofits | |||||||||||
| 1 SE Main Street Suite 600 | Minneapolis | MN | 55414 | PC | To support the Good Trouble team in activating youth in Minnesota to advocate for learner-centered education for all. | $20,000 | |||||
| Reconstructionus | |||||||||||
| 950 University Street | Memphis | TN | 38107 | NC | To provide scholarships to students engaging with Reconstruction.US. | $50,000 | |||||
| RECTOR & VISITORS OF THE UNIVERSITY OF VIRGINIA | |||||||||||
| 1001 Emmet St N | Charlottesville | VA | 22903 | PC | To conduct research into the impact of Montessori. | $50,000 | |||||
| Red Media | |||||||||||
| 421 Central Ave NE | Albuquerque | NM | 87106 | PC | TO SUPPORT GENERAL OPERATIONS. | $50,000 | |||||
| RESCHOOL | |||||||||||
| 730 17th Street Suite 950 | Denver | CO | 80202 | PC | TO SUPPORT GENERAL OPERATIONS. | $100,000 | |||||
| Resist Inc | |||||||||||
| PO Box 301240 | Boston | MA | 02130 | PC | To support La Beca Braiding Seeds Fellowship. | $300,000 | |||||
| Resource Legacy Fund | |||||||||||
| 400 Capitol Mall Suite 2150 | Sacramento | CA | 95814 | PC | Bears Ears Inter-Tribal Coalition Land Management Planning Activities. | $100,000 | |||||
| Resources Legacy Fund | |||||||||||
| 400 Capitol Mall Suite 2150 | Sacramento | CA | 95814 | PC | To support legal and technical assistance services to the Winnemum Wintu people in their work to restore Salmon on the McCloud River in California. | $150,000 | |||||
| RISE Colorado | |||||||||||
| 1595 Elmira Street | Aurora | CO | 80010 | PC | TO SUPPORT GENERAL OPERATIONS. | $300,000 | |||||
| RSF Social Finance | |||||||||||
| PO Box 2007 | San Francisco | CA | 94126 | PC | To support the Black Farmer Safe House Fund. | $1,000,000 | |||||
| Rural Advancement Foundation International-USA | |||||||||||
| PO Box 640 | Pittsboro | NC | 27312 | PC | to provide program support for the Farmers of Color Network. | $300,000 | |||||
| Sacred Pipe Resource Center | |||||||||||
| 400 W Main | Mandan | ND | 58554 | PC | to support a Lakota Womanhood Ceremony Camp during the summer of 2023. | $20,000 | |||||
| Salvation ArmySpringboard Child Care | |||||||||||
| 1931 S Xenia Ct | Denver | CO | 80231 | PC | To support the Springboard Child Care Co-Working Facility. | $90,000 | |||||
| Santa Fe Community Foundation | |||||||||||
| PO Box 1827 | Santa Fe | NM | 875041827 | PC | To support Native American Advised Fund. | $50,000 | |||||
| Sawalmem | |||||||||||
| 14840 Bear Mountain Rd | Redding | CA | 96003 | PC | TO SUPPORT GENERAL OPERATIONS. | $60,000 | |||||
| SCD Enrichment Program | |||||||||||
| 4860 Chambers Rd 102 | Denver | CO | 80239 | PC | TO SUPPORT GENERAL OPERATIONS. | $50,000 | |||||
| Seventh Generation Fund for Indigenous Peoples | |||||||||||
| PO Box 4569 | Arcata | CA | 95519 | PC | TO SUPPORT GENERAL OPERATIONS. | $20,000 | |||||
| Shelterwood Collective | |||||||||||
| 23500 King Ridge Rd | Cazadero | CA | 95421 | PC | To support Shelterwood's operational and core personnel needs during the rooting phase over the coming two years, as the team takes on ecological and programmatic stewardship of a 900-acre forest and community retreat center. | $500,000 | |||||
| Shelterwood Collective | |||||||||||
| 23500 King Ridge Rd | Cazadero | CA | 95421 | PC | to support storm recovery at Shelterwood. | $50,000 | |||||
| Sicangu Community Development Center | |||||||||||
| 27565 Research Park Drive | Mission | SD | 57555 | PC | To support Wakanyeja Tokeyahci language immersion community programs. | $100,000 | |||||
| Social Impact Fund | |||||||||||
| 750 West 7th Street PO Box 811026 | Los Angeles | CA | 90081 | PC | To support Civic (Re)Solve Supports A Day of Unreasonable Conversation 2023. | $70,000 | |||||
| South Dakota Education Equity Coalition | |||||||||||
| PO Box 557 | Black Hawk | SD | 57718 | PC | TO SUPPORT GENERAL OPERATIONS. | $200,000 | |||||
| South Dakota Education Equity Coalition | |||||||||||
| PO Box 557 | Black Hawk | SD | 57718 | PC | To support two members of the South Dakota Education Equity Coalition to be trained as trainers through the Native Wellness Institute. | $6,000 | |||||
| Standing Rock Community Development Corporation | |||||||||||
| 181 Agency Avenue Suite 11 | Fort Yates | ND | 58538 | PC | To complete and work towards publishing a Dakota Language Dictionary. | $35,000 | |||||
| Summit 54 | |||||||||||
| 60 Wildwood Ln | Aspen | CO | 81611 | PC | to support a free five-week academic and life enrichment program for approximately 550 low-income students in the Lower Roaring Fork Valley. | $50,000 | |||||
| Taos Pueblo | |||||||||||
| PO Box 1846 | Taos | NM | 87571 | GOV | To support Taos Pueblo's travel to and participation in the World Development Conference in Australia. | $20,000 | |||||
| The Biomimicry Institute | |||||||||||
| PO Box 9216 | Missoula | MT | 59807 | PC | to leverage Wend's existing investment in both the Youth Design Challenge and Ask Nature by creating synergistic content for both. | $500,000 | |||||
| The Cultural Conservancy | |||||||||||
| PO Box 29044 | San Francisco | CA | 94129 | PC | to strengthen Heron Shadow's resilience infrastructure. | $300,000 | |||||
| The HadaNou Collective | |||||||||||
| 3533 N Marion St | Denver | CO | 80205 | PC | TO SUPPORT GENERAL OPERATIONS. | $25,000 | |||||
| The HadaNou Collective | |||||||||||
| 3533 N Marion St | Denver | CO | 80205 | PC | To provide general operating support to the Montessori Collective. | $15,000 | |||||
| The Highland Project | |||||||||||
| 71 W 85TH ST APT 1A | New York | NY | 10024 | PC | The funding will assist THP in ensuring at least one CO leader is invested in the next year for cohort 3. | $50,000 | |||||
| THE ID ART CENTER INC | |||||||||||
| 51 Bergen | Brooklyn | NY | 11201 | PC | To support the Strand for Women project. | $25,000 | |||||
| The Morning Star Institute | |||||||||||
| 611 Pennsylvania Ave SE | Washington | DC | 20003 | PC | TO SUPPORT GENERAL OPERATIONS. | $195,000 | |||||
| The National Center on Education and the Economy | |||||||||||
| 2121 K Street NW STE 700 | Washington | DC | 20037 | PC | To support the NSBMA team to attend the Grantmakers for Education conference in October. | $12,000 | |||||
| The National Center on Education and the Economy | |||||||||||
| 2121 K Street NW STE 700 | Washington | DC | 20037 | PC | to support the National Student Board Member Association project. | $40,000 | |||||
| The Sarara Foundation | |||||||||||
| 1031 33rd St Denver | Denver | CO | 80206 | PC | TO SUPPORT GENERAL OPERATIONS. | $300,000 | |||||
| The Spikenard Farm Inc | |||||||||||
| 401 Hideaway Lane | Floyd | VA | 24091 | PC | to support the Spikenard Honeybee Sanctuary capital campaign. | $348,000 | |||||
| The Tipi Raisers | |||||||||||
| 7830 W Alameda Ave Suite 103-186 | Lakewood | CO | 80226 | PC | TO SUPPORT GENERAL OPERATIONS. | $150,000 | |||||
| TheFreedomBoundCenterDBASolCollective | |||||||||||
| 2574 21st Street | Sacramento | CA | 95818 | PC | To support the discussion about colonialism and climate justice within Puerto Rico and support awareness for natural disaster relief. | $25,000 | |||||
| Thunder Valley CDC | |||||||||||
| 290 Empowerment Drive | Porcupine | SD | 57772 | PC | TO SUPPORT GENERAL OPERATIONS. | $150,000 | |||||
| Thunder Valley CDC | |||||||||||
| 290 Empowerment Drive | Porcupine | SD | 57772 | PC | to support Lakota/Dakota Elder convenings, designing and developing authentic Lakota/Dakota Educational Philosophy, Standards, and Curriculum. | $100,000 | |||||
| To Nizhoni Ani | |||||||||||
| PO Box 483 | Kykotsmovi | AZ | 86039 | PC | To support general operations. | $170,000 | |||||
| Together Colorado | |||||||||||
| 1980 Dahlia Street | Denver | CO | 80220 | PC | Funds will support Together Colorado to train and equip an ever expanding base of volunteer community leaders through a community organizing process of identifying, researching and taking action on their own self-identified community issues on their own behalf | $100,000 | |||||
| Tusweca Tiospaye | |||||||||||
| PO Box 214 600 BIA 32 | Pine Ridge | SD | 57770 | PC | To support Tusweca Tiospaye Lakota Language Program. | $50,000 | |||||
| University of Kansas Center for Research Inc | |||||||||||
| 2385 Irving Hill Road | Lawrence | KS | 66045 | PC | To support research into the implementation and impact of Montessori education at the Montessori Research Retreat this fall. | $50,000 | |||||
| Upstream Education Inc | |||||||||||
| 1031 33rd Street | Denver | CO | 80205 | PC | TO SUPPORT GENERAL OPERATIONS. | $125,000 | |||||
| Village Exchange Center | |||||||||||
| 1609 Havana St | Aurora | CO | 80010 | PC | To support the extension of the existing Youth Natural Leaders program, a leadership development program for 7th -12th-grade students. | $100,000 | |||||
| Waadookodaading Ojibwe Language Institute Inc | |||||||||||
| 8575 N TREPANIA RD | HAYWARD | WI | 54843 | PC | to support Waadookodaading staff to organize teacher training materials and assist in developing Ojibwe language medium teacher training courses. | $150,000 | |||||
| Warehouse Workers Justice Center | |||||||||||
| 37 S Ashland Ave | Chicago | IL | 606071805 | PC | To support participation in TEEM Community of Practice. | $50,000 | |||||
| Water Foundation | |||||||||||
| 3335 Watt Ave PMB 233 | Sacramento | CA | 95821 | PC | TO SUPPORT GENERAL OPERATIONS. | $100,000 | |||||
| Western Resource Advocates | |||||||||||
| 2260 Baseline Road Ste 200 | Boulder | CO | 80302 | PC | Western Resource Advocates will work in western states over the next three years to 1) align the financial incentives of electric utilities and energy consumers with activities that reduce greenhouse gas pollution and increase investments in clean energy; 2) help utilities, regulators, and consumers better manage financial, political, and other barriers to using clean energy; and 3) build public and decision-maker support for climate action and the clean energy transition. In these efforts, our three main objectives are decarbonizing electricity production, increasing transportation electrification, and electrifying buildings and industry. | $335,000 | |||||
| Whole School Leadership Inc | |||||||||||
| 1631 W 100th Place | Chicago | IL | 60643 | PC | To support the "Called to Lead" fund for BIPOC Montessori leaders. | $15,000 | |||||
| Wild Seed Project | |||||||||||
| 21 Memorial Highway Suite A | North Yarmouth | ME | 04097 | PC | To support the Herbal Classroom. | $175,000 | |||||
| Wildflower Foundation | |||||||||||
| 1621 East Hennepin Avenue 295 | Minneapolis | MN | 55414 | PC | to support Wildflower's organic growth (with a focus on Puerto Rico and Colorado), platform development (the suite of tools, services, and knowledge that enable the Wildflower model to spread and thrive), and transitioning from the startup funding model to a more sustainable financial model. | $500,000 | |||||
| Wildflower Foundation | |||||||||||
| 1621 East Hennepin Avenue 295 | Minneapolis | MN | 55414 | PC | To expand the number of Black educators with Montessori training through scholarships, professional growth opportunities, and unique career pathways. | $40,000 | |||||
| Women's Earth and Climate Action Network | |||||||||||
| 775 East Blithedale Avenue 384 | Mill Valley | CA | 94941 | PC | TO SUPPORT GENERAL OPERATIONS. | $150,000 | |||||
| YESS Institute | |||||||||||
| 1385 South Colorado Blvd Suite 610 | Denver | CO | 80222 | PC | TO SUPPORT GENERAL OPERATIONS. | $80,000 | |||||
| Young African Americans for Social & Political Activism | |||||||||||
| PO Box 202092 | Denver | CO | 80220 | PC | to maintain and sustain the Y Incubator fellowship model, which provides paid fellowships for self-identified Black youth and will be expanded to other affinity groups of color. | $100,000 | |||||
| Young Men's Christian Association of Greater New York | |||||||||||
| 5 West 63rd Street | New York | NY | 100237162 | PC | YMCA of Greater New York Summer Camp Support. | $160,000 | |||||
| Youth Empowerment Broadcasting Organization | |||||||||||
| 2590 Walnut St | Denver | CO | 80205 | PC | To support general operations, | $60,000 | |||||
| Yuchi Language Project | |||||||||||
| PO BOX 1204 | SAPULPA | OK | 74067 | PC | TO SUPPORT GENERAL OPERATIONS. | $150,000 | |||||
| Indaba Foundation | |||||||||||
| 19 W 21st St Suite 702 | New York | NY | 10010 | PF | GRANT TO A PRIVATE FOUNDATION NOT TREATED AS A QUALIFYING DISTRIBUTION UNDER IRC SECTION 4942 (G)(3) BY THE GRANTEE. | -$350,000 | |||||
| CAMP REIMAGINED | |||||||||||
| 160 BIG POND ROAD | HUGUENOT | NY | 12746 | PC | GRANT TO PUBLIC CHARITY FOR GENERAL CHARITABLE SUPPORT NOT TREATED AS A QUALIFYING DISTRIBUTION UNDER IRC SECTION 4942(G)(3) BY THE GRANTOR. | -$1,869,029 | |||||
| CAMP REIMAGINED | |||||||||||
| 160 BIG POND ROAD | HUGUENOT | NY | 12746 | PC | GRANT TO PUBLIC CHARITY TO SUPPORT THE PREPARATION OF YOUTH TO BE ON-SITE AT CAMP REIMAGINED THIS SUMMER AND SUPPORT THE SUMMER PROGRAM, NOT TREATED AS A QUALIFYING DISTRIBUTION UNDER IRC SECTION 4942(G)(3) BY THE GRANTOR. | -$500,000 | |||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $29,936,270 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $7,012,292 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | -$51,935 | ExclusionAmt |
Other Revenue Described OtherRevenueDescribedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | RECOVERY OF PRIOR YEAR GRANTS | Desc |
| Related Or Exempt Function Incm | $210 | RelatedOrExemptFunctionIncmAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $6,960,357 | ExclusionAmt |
| Related Or Exempt Function Incm | $210 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $6,960,567 | TotalIncomeProducingActyAmt |
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Line Number | 11a | LineNumberTxt |
| Relationship Statement | AMOUNT REPRESENTS REFUNDS OF UNUSED GRANT FUNDS TREATED AS QUALIFYING DISTRIBUTIONS IN PRIOR YEARS. | RelationshipStatementTxt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | false | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | false | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | false | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | false | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | false | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | false | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | false | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | false | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | false | RelationshipsNonchrtblEOInd |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | JAMES M WALTON | BusinessNameLine1Txt |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 1860 | AddressLine1Txt |
| City | BENTONVILLE | CityNm |
| State Abbreviation | AR | StateAbbreviationCd |
| ZIP | 72712 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $14,434,995 | TotalContributionsAmt |
| Noncash Contribution | Yes (X) | NoncashContributionInd |
Non Cash Property Contribution NonCashPropertyContributionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
| Noncash Property | 93,000 SHARES OF PUBLICLY TRADED SECURITIES | NoncashPropertyDesc |
| Fair Market Value | $14,434,995 | FairMarketValueAmt |
| Received | 2023-11-22 | ReceivedDt |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | Accounting Fees | CategoryTxt |
| Amt | $87,929 | Amt |
| Disbursements Charitable Prps | $87,929 | DisbursementsCharitablePrpsAmt |
Expenditure Responsibility Stmt ExpenditureResponsibilityStmt
Expenditure Responsibility ExpenditureResponsibilityGrp (6 entries)
| Address Line1ForeignAddress/AddressLine1Txt | CityForeignAddress/CityNm | CountryForeignAddress/CountryCd | Foreign PostalForeignAddress/ForeignPostalCd | GrantGrantDt | GrantGrantAmt | Purpose Of GrantPurposeOfGrantTxt | Expended By GranteeExpendedByGranteeAmt | Any Diversion By GranteeAnyDiversionByGranteeTxt | Dates Of Reports By GranteeDatesOfReportsByGranteeTxt | VerificationVerificationDt | Results Of VerificationResultsOfVerificationTxt | Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| ASSOCIATION MONTESSORI INTERNATIONALE | |||||||||||||||
| KONINGINNEWEG 161 | AMSTERDAM | NL | 1075CN | 2020-07-29 | $404,506 | TO SUPPORT CONTINUATION OF THE WORK ON THE BLENDED LEARNING PROJECT FOR THE 0-3 AND 6-12 LEVELS AND TO BUILD ON THE LESSONS LEARNED FROM THE 3-6 PILOT. | $302,806 | NONE | 07/16/21, 04/28/22, 04/05/23, 02/26/24 | 2024-02-26 | THE GRANTEE HAS PROVIDED THE FOUNDATION WITH THE REQUIRED REPORTS. THE FOUNDATION HAS NO REASON TO DOUBT THE ACCURACY OR RELIABILITY OF THE REPORT; THEREFORE, NO FURTHER VERIFICATION BY THE FOUNDATION IS DEEMED NECESSARY. | ||||
| Indaba Foundation | |||||||||||||||
| 2023-02-24 | $350,000 | To transform the Early Childhood Development ("ECD") landscape in South Africa by training teachers to an internationally accredited AMI Diploma standard whilst implementing and scaling a newly developed EsF Community Rooted Montessori Education curriculum ("CoRE") to offer training to thousands of marginalized South African ECD practitioners. | $350,000 | NONE | 05/31/2024 | 2024-05-31 | THE GRANTEE HAS PROVIDED THE FOUNDATION WITH THE REQUIRED REPORTS. THE FOUNDATION HAS NO REASON TO DOUBT THE ACCURACY OR RELIABILITY OF THE REPORT; THEREFORE, NO FURTHER VERIFICATION BY THE FOUNDATION IS DEEMED NECESSARY. | 19 W 21st St Suite 702 | NEW YORK | NY | 10010 | ||||
| OVERSTORY ALLIANCE | |||||||||||||||
| 2020-04-17 | $432,450 | TO SUPPORT THE OVERSTORY ALLIANCE, A STORY AND COMMUNITY THAT EMPOWERS HUMANS TO CULTIVATE DEEP JUSTICE BY RECONNECTING WITH THE LIVING WORLD AND DEFENDING THE FUTURE OF LIFE. | $288,965 | NONE | 04/30/21, 04/14/22, 10/04/23, 05/11/24 | 2024-05-11 | THE GRANTEE HAS PROVIDED THE FOUNDATION WITH THE REQUIRED REPORTS. THE FOUNDATION HAS NO REASON TO DOUBT THE ACCURACY OR RELIABILITY OF THE REPORT; THEREFORE, NO FURTHER VERIFICATION BY THE FOUNDATION IS DEEMED NECESSARY. | 5433 DUPONT AVE S | MINNEAPOLIS | MN | 55419 | ||||
| Reconstruction us | |||||||||||||||
| 2023-06-02 | $50,000 | Provide scholarships to students engaging with Reconstruction.US this Fall. Students will be able to choose from one 5-week course that will meet twice a week. The Scholarship Fund is intended to ensure that any family or student that has an interest in taking a course will be able to participate regardless of financial need. | $50,000 | NONE | 05/14/24 | 2024-05-14 | THE GRANTEE HAS PROVIDED THE FOUNDATION WITH THE REQUIRED REPORTS. THE FOUNDATION HAS NO REASON TO DOUBT THE ACCURACY OR RELIABILITY OF THE REPORT; THEREFORE, NO FURTHER VERIFICATION BY THE FOUNDATION IS DEEMED NECESSARY. | 950 University Street | Memphis | TN | 38107 | ||||
| Understanding Films LLC | |||||||||||||||
| 2021-12-03 | $40,000 | Understanding Rock Documentary Development. | $40,000 | NONE | 04/01/22, 09/06/23, 12/01/23 | 2023-12-01 | THE GRANTEE HAS PROVIDED THE FOUNDATION WITH THE REQUIRED REPORTS. THE FOUNDATION HAS NO REASON TO DOUBT THE ACCURACY OR RELIABILITY OF THE REPORT; THEREFORE, NO FURTHER VERIFICATION BY THE FOUNDATION IS DEEMED NECESSARY. | 6529 MORGAN AVE S | MINNEAPOLIS | MN | 55423 | ||||
| Wanasah | |||||||||||||||
| 140 The Esplanade Unit 409 | Toronto | CA | M5A4P5 | 2022-04-04 | $100,000 | To support holistic approaches to address urgent mental health and wellbeing needs for young Black youth and their families in Regent Park, Toronto. | $50,439 | NONE | 04/08/23, 05/31/24 | 2024-05-31 | THE GRANTEE HAS PROVIDED THE FOUNDATION WITH THE REQUIRED REPORTS. THE FOUNDATION HAS NO REASON TO DOUBT THE ACCURACY OR RELIABILITY OF THE REPORT; THEREFORE, NO FURTHER VERIFICATION BY THE FOUNDATION IS DEEMED NECESSARY. | ||||
Gain Loss Sale Other Assets Sch GainLossSaleOtherAssetsSch
Gain Loss Sale Other Asset GainLossSaleOtherAssetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Asset | 93,000 SHARES OF PUBLICLY TRADED SECURITIES | AssetDesc |
| How Acquired | D | HowAcquiredTxt |
| Gross Sales Price | $14,383,060 | GrossSalesPriceAmt |
| Basis | $14,434,995 | BasisAmt |
| Total Net | -$51,935 | TotalNetAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | NT - Investment Account | CategoryOrItemTxt |
| Listed At Cost Or FMV | AT COST | ListedAtCostOrFMVCd |
| Book Value | $147,733,447 | BookValueAmt |
| EOYFMV | $147,733,428 | EOYFMVAmt |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL FEES | CategoryTxt |
| Legal Fees | $8,171 | LegalFeesAmt |
| Disbursements Charitable Prps | $8,171 | DisbursementsCharitablePrpsAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Miscellaneous | Desc |
| Revenue And Expenses Per Books | $25 | RevenueAndExpensesPerBooksAmt |
| Disbursements Charitable Prps | $25 | DisbursementsCharitablePrpsAmt |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Recoveries of Prior Year Grants | Desc |
| Revenue And Expenses Per Books | $210 | RevenueAndExpensesPerBooksAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|---|
| CONSULTING FEES | $185,247 | $185,247 | |
| Investment Management Fees | $1,250 | $1,250 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | Excise Tax | CategoryTxt |
| Amt | $350,000 | Amt |