WEND II INC: Form 990PF, tax year 2024
View the entire original 990 at ProPublica ↗
- Organization
- WEND II INC (EIN 82-3592173)
- Tax period
- 2024-01-01 to 2024-12-31
- Filed
- 2025-11-05
- IRS object ID
- 202533099349102203
- Schema version
- 2024v5.1
- 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 Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2025-11-05T15:52:53+00:00 | ReturnTs |
| Tax Period End | 2024-12-31 | 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 | 2024-01-01 | 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 | 2025-11-05 | 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 | 2025-11-05 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2024 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $148,726,428 | 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 | $51,827,980 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $7,194,908 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $7,194,908 | InterestOnSavNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | -$120,995 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $51,706,985 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $51,629,381 | 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 | $0 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $0 | OtherIncomeNetInvstIncmAmt |
| Other Income Adj Net Incm | $0 | OtherIncomeAdjNetIncmAmt |
| Total Rev And Expnss | $58,901,893 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $58,824,289 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $0 | TotalAdjNetIncmAmt |
| Legal Fees Rev And Expnss | $1,458 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $0 | LegalFeesNetInvstIncmAmt |
| Legal Fees Adj Net Incm | $0 | LegalFeesAdjNetIncmAmt |
| Legal Fees Dsbrs Chrtbl | $1,458 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $90,765 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $0 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $90,765 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $207,080 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $1,250 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Adj Net Incm | $0 | OtherProfFeesAdjNetIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $205,830 | OtherProfFeesDsbrsChrtblAmt |
| Interest Rev And Expnss | $64 | InterestRevAndExpnssAmt |
| Interest Net Invst Incm | $64 | InterestNetInvstIncmAmt |
| Taxes Rev And Expnss | $1,245,000 | 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 | $0 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $0 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Adj Net Incm | $0 | OtherExpensesAdjNetIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $1,544,367 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $1,314 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $298,053 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $56,581,937 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $56,281,937 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $58,126,304 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $1,314 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $56,579,990 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $775,589 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $58,822,975 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $217,411 | CashBOYAmt |
| Cash EOY | $232,420 | CashEOYAmt |
| Cash EOYFMV | $232,420 | 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 | $147,733,447 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $148,494,027 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $148,494,008 | 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 | $147,950,858 | TotalAssetsBOYAmt |
| Total Assets EOY | $148,726,447 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $148,726,428 | 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 | $147,950,858 | RetainedEarningBOYAmt |
| Retained Earning EOY | $148,726,447 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $147,950,858 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $148,726,447 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $147,950,858 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $148,726,447 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $147,950,858 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $775,589 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $148,726,447 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $148,726,447 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Property | 662,000 SHARES OF PUBLICLY TRADED SECURITIES | PropertyDesc |
| Gross Sales Price | $51,706,985 | GrossSalesPriceAmt |
| Cost Or Other Basis | $77,604 | CostOrOtherBasisAmt |
| Gain Or Loss | $51,629,381 | GainOrLossAmt |
| Excess FMV Over Adjusted Bss | $0 | ExcessFMVOverAdjustedBssAmt |
| Gains Minus Excess Or Losses | $51,629,381 | GainsMinusExcessOrLossesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $51,629,381 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $817,639 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $817,639 | SubtotalAmt |
| Tax Based On Investment Income | $817,639 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $1,060,437 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Total Payments And Credits | $1,060,437 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $242,798 | OverpaymentAmt |
| Applied To ES Tax | $242,798 | 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 (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt |
|---|---|---|---|---|---|---|---|
| LUKE MITCHELL | |||||||
| PO BOX 1860 | BENTONVILLE | AR | 72712 | TREASURER, SECRETARY | 1.00 | $0 | $0 |
| JAMES M WALTON | |||||||
| PO BOX 1860 | BENTONVILLE | AR | 72712 | DIRECTOR, PRESIDENT | 5.00 | $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 | $205,830 |
| WALTON ENTERPRISES LLC | |||||
| PO BOX 1860 | BENTONVILLE | AR | 72712 | MANAGEMENT SERVICES | $92,224 |
| 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 | $145,935,179 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $145,935,179 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Adjusted Total FMV Of Unused Ast | $145,935,179 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $2,189,028 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $143,746,151 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $7,187,308 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $7,187,308 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $817,639 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $817,639 | TotalTaxAmt |
| Distributable Before Adj | $6,369,669 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $6,369,669 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $6,369,669 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $56,579,990 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Set Aside Cash Distri Test | $0 | SetAsideCashDistriTestAmt |
| Qualifying Distributions | $56,579,990 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $6,369,669 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Prior Year1 | 2022 | PriorYear1Yr |
| Prior Year2 | 2021 | PriorYear2Yr |
| Prior Year3 | 2020 | PriorYear3Yr |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $19,982,532 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $71,617,817 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $37,383,255 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $34,698,744 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $23,282,293 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $186,964,641 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $56,579,990 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $6,369,669 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $50,210,321 | RemainingDistriFromCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $237,174,962 | 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 | $19,982,532 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $217,192,430 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $71,617,817 | ExcessFromYear4Amt |
| Excess From Year3 | $37,383,255 | ExcessFromYear3Amt |
| Excess From Year2 | $34,698,744 | ExcessFromYear2Amt |
| Excess From Year1 | $23,282,293 | ExcessFromYear1Amt |
| Excess From Current Year | $50,210,321 | 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 (156 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line1RecipientForeignAddress/AddressLine1Txt | CityRecipientForeignAddress/CityNm | Province Or StateRecipientForeignAddress/ProvinceOrStateNm | CountryRecipientForeignAddress/CountryCd | Foreign PostalRecipientForeignAddress/ForeignPostalCd | Address Line2RecipientForeignAddress/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 provide support for the NAMTA Journal | $2,500 | ||||||
| Access Montessori | ||||||||||||
| 846 E 6th Avenue | Helena | MT | 59601 | PC | TO SUPPORT GENERAL OPERATIONS | $25,000 | ||||||
| Afri Soul Education Center | ||||||||||||
| 1145 E Washington St | Phoenix | AZ | 85034 | PC | TO SUPPORT GENERAL OPERATIONS | $55,000 | ||||||
| Akichita Youth Athletic Academy | ||||||||||||
| 8219 Hwy 24 | FORT YATES | ND | 58538 | PC | TO SUPPORT GENERAL OPERATIONS | $25,000 | ||||||
| Amalgamated Charitable Foundation Inc | ||||||||||||
| 1825 K St NW | Washington | DC | 20006 | PC | To provide support for the GTY Policy Working Group Fund | $600,000 | ||||||
| Amalgamated Charitable Foundation Inc | ||||||||||||
| 1825 K St NW | Washington | DC | 20006 | PC | TO SUPPORT GENERAL OPERATIONS | $8,975,224 | ||||||
| American Montessori Society | ||||||||||||
| 211 E 43rd St 7th Fl 262 | New York | NY | 10017 | PC | TO SUPPORT GENERAL OPERATIONS | $100,000 | ||||||
| American Montessori Society | ||||||||||||
| 211 E 43rd St 7th Fl 262 | New York | NY | 10017 | PC | To provide support for Montessori in Contemporary Culture | $40,000 | ||||||
| Archwood Community Resource Empowerment Strategy (ACRES) | ||||||||||||
| 610 E Roosevelt St 136 | Phoenix | AZ | 85004 | PC | TO SUPPORT GENERAL OPERATIONS | $30,000 | ||||||
| Arizona State Organizing Committee | ||||||||||||
| 2562 E Wier Ave | Phoenix | AZ | 85040 | PC | TO SUPPORT GENERAL OPERATIONS | $70,000 | ||||||
| Asian Pacific Community in Action | ||||||||||||
| 221 E Indianola Ave | Phoenix | AZ | 85012 | PC | TO SUPPORT GENERAL OPERATIONS | $25,000 | ||||||
| Association Montessori Internationale of the United States Inc | ||||||||||||
| 1421 Prince St Suite 350 | Alexandria | VA | 22314 | PC | TO SUPPORT GENERAL OPERATIONS | $100,000 | ||||||
| BioneersCHI | ||||||||||||
| 215 Lincoln Ave 202 | SANTA FE | NM | 875011940 | PC | TO SUPPORT GENERAL OPERATIONS | $300,000 | ||||||
| Black Girl Brown Girl Collective | ||||||||||||
| 6020 S 20th St | Phoenix | AZ | 85042 | PC | TO SUPPORT GENERAL OPERATIONS | $25,000 | ||||||
| Black Lives Matter Phoenix Metro | ||||||||||||
| PO Box 25002 | Phoenix | AZ | 85002 | PC | TO SUPPORT GENERAL OPERATIONS | $25,000 | ||||||
| Black Mesa Trust | ||||||||||||
| PO Box 33 | Kykotsmovi | AZ | 86039 | PC | TO SUPPORT GENERAL OPERATIONS | $60,000 | ||||||
| Black Phoenix Organizing Collective | ||||||||||||
| 1601 E Sunland Ave | Phoenix | AZ | 85040 | PC | TO SUPPORT GENERAL OPERATIONS | $25,000 | ||||||
| Boys to Men Tucson | ||||||||||||
| 738 N 5th Ave STE 130 | Tucson | AZ | 85705 | PC | TO SUPPORT GENERAL OPERATIONS | $30,000 | ||||||
| Capital for Good | ||||||||||||
| 1536 E Lancaster Avenue | Paoli | PA | 19301 | PC | TO SUPPORT GENERAL OPERATIONS | $4,974,205 | ||||||
| Central Arts Alliance - Phoenix Center for the Arts | ||||||||||||
| 1202 N 3rd Street | Phoenix | AZ | 85004 | PC | TO SUPPORT GENERAL OPERATIONS | $30,000 | ||||||
| Children's Hospital Colorado Foundation | ||||||||||||
| 13121 E 16th Avenue Box 045 | Aurora | CO | 80045 | PC | Aurora Public Schools (APS) and Children's Hospital Colorado will continue to move through the phases laid out in the pilot year to further develop a fully functioning, replicable and expansive community-based Food Clinics in APS. | $250,000 | ||||||
| Chinle Planting Hope Inc | ||||||||||||
| 7330 US Hwy 191 | Chinle | AZ | 86503 | PC | TO SUPPORT GENERAL OPERATIONS | $95,000 | ||||||
| Cihuapactli Collective | ||||||||||||
| PO Box 20345 | Phoenix | AZ | 85036 | PC | TO SUPPORT GENERAL OPERATIONS | $250,000 | ||||||
| Coalition of Large Land-Based Tribes | ||||||||||||
| 210 Duling Drive | Gregory | SD | 57533 | GOV | TO SUPPORT GENERAL OPERATIONS | $100,000 | ||||||
| Collaborative Healing Initiative within Communities | ||||||||||||
| 10660 e colfax ave | AURORA | CO | 80010 | PC | TO SUPPORT GENERAL OPERATIONS | $100,000 | ||||||
| Collateral Repair Project | ||||||||||||
| 132 Remsen Street | Brooklyn | NY | 11202 | PC | TO SUPPORT GENERAL OPERATIONS | $60,000 | ||||||
| Colorado Nonprofit Development Center | ||||||||||||
| PO Box 18770 | Denver | CO | 80218 | PC | TO SUPPORT GENERAL OPERATIONS | $23,000 | ||||||
| Colorado Outward Bound School | ||||||||||||
| 3840 York St Suite 150 | Denver | CO | 80205 | PC | TO SUPPORT GENERAL OPERATIONS | $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 | TO SUPPORT GENERAL OPERATIONS | $100,000 | ||||||
| Commonweal | ||||||||||||
| Mesa Road | Bolinas | CA | 94924 | PC | TO SUPPORT GENERAL OPERATIONS | $360,000 | ||||||
| Community Movement Builders | ||||||||||||
| 4152 Echo Woods Drive | Clarkston | GA | 30021 | PC | TO SUPPORT GENERAL OPERATIONS | $70,000 | ||||||
| Denver Film Society | ||||||||||||
| 2510 E Colfax Ave | Denver | CO | 80206 | PC | TO SUPPORT GENERAL OPERATIONS | $50,000 | ||||||
| Drinking Gourd Farms | ||||||||||||
| 2122 W Pierson st | Phoenix | AZ | 85015 | PC | TO SUPPORT GENERAL OPERATIONS | $50,000 | ||||||
| Dunbar Coalition INC | ||||||||||||
| 325 West 2nd Street | Tucson | AZ | 85705 | PC | TO SUPPORT GENERAL OPERATIONS | $50,000 | ||||||
| Ednium The Alumni Collective | ||||||||||||
| 1705 17th St | Denver | CO | 80202 | PC | To provide support for the Alumni Connects Initiative Pilot | $150,000 | ||||||
| Education Reimagined | ||||||||||||
| 600 14th Street NW Suite 510 | Washington | DC | 20005 | PC | TO SUPPORT GENERAL OPERATIONS | $300,000 | ||||||
| Ekvnv Yefolecvlke | ||||||||||||
| 16391 Coosa County Rd 29 | Weogufka | AL | 35183 | PC | TO SUPPORT GENERAL OPERATIONS | $200,000 | ||||||
| El Sistema Colorado | ||||||||||||
| 2980 Curtis St | Denver | CO | 80205 | PC | TO SUPPORT GENERAL OPERATIONS | $100,000 | ||||||
| Equal Justice Initiative | ||||||||||||
| 122 Commerce Street | Montgomery | AL | 36104 | PC | To Support General Operations | $2,000,000 | ||||||
| First Descents | ||||||||||||
| 621 Kalamath Street Ste 175 | Denver | CO | 80204 | PC | TO SUPPORT GENERAL OPERATIONS | $250,000 | ||||||
| Food System 6 | ||||||||||||
| 541 Jefferson Ave Ste 100 | Redwood City | CA | 94063 | PC | TO SUPPORT GENERAL OPERATIONS | $129,000 | ||||||
| Fractured Atlas Inc | ||||||||||||
| 228 Park Ave S 56651 | New York | NY | 100031502 | PC | TO SUPPORT GENERAL OPERATIONS | $50,000 | ||||||
| Friends of the Akwesasne Freedom School | ||||||||||||
| PO Box 290 | Rooseveltown | NY | 13683 | PC | TO SUPPORT GENERAL OPERATIONS | $50,000 | ||||||
| Future Stars | ||||||||||||
| PO Box 21062 | Phoenix | AZ | 85036 | PC | TO SUPPORT GENERAL OPERATIONS | $25,000 | ||||||
| Grantmakers for Education | ||||||||||||
| 400 SE 103rd Drive 33348 | Portland | OR | 97216 | PC | To develop a set of principles on equitable education grantmaking, based on the experiences of this group, as a resource for the field | $15,000 | ||||||
| Great Work Inc | ||||||||||||
| 3636 Osage St | Denver | CO | 80211 | PC | TO SUPPORT GENERAL OPERATIONS | $2,985,270 | ||||||
| GripTape Inc | ||||||||||||
| 60 Park Terrace West A21 | New York | NY | 10034 | PC | TO SUPPORT GENERAL OPERATIONS | $350,000 | ||||||
| Indaba Foundation | ||||||||||||
| 68 BRADHURST AVE UNIT 5U | NEW YORK | NY | 100393316 | 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. | $300,000 | ||||||
| Indian Land Tenure Foundation | ||||||||||||
| 151 County Road B2 East | Little Canada | MN | 55117 | PC | TO SUPPORT GENERAL OPERATIONS | $200,000 | ||||||
| Indigenous Media Freedom Alliance | ||||||||||||
| 835 BIA RT 20 | Halliday | ND | 58636 | PC | TO SUPPORT GENERAL OPERATIONS | $50,000 | ||||||
| Indigenous Peoples Movement | ||||||||||||
| PO Box 257 | Porcupine | SD | 57772 | PC | TO SUPPORT GENERAL OPERATIONS | $28,000 | ||||||
| Indivisible Tohono | ||||||||||||
| PO BOX 708 | Sells | AZ | 85634 | PC | TO SUPPORT GENERAL OPERATIONS | $142,360 | ||||||
| Institute for the Study of Energy & Our Future | ||||||||||||
| 344 West Main Street | Ellsworth | WI | 54011 | PC | TO SUPPORT GENERAL OPERATIONS | $1,000,000 | ||||||
| International Center for Community Land Trusts | ||||||||||||
| 3146 Buena Vista Street | Madison | WI | 53704 | PC | TO SUPPORT GENERAL OPERATIONS | $800,000 | ||||||
| International Indian Treaty Council | ||||||||||||
| 12757 W CAROLYN LN | TUCSON | AZ | 85735 | PC | TO SUPPORT GENERAL OPERATIONS | $50,000 | ||||||
| Joy as Resistance | ||||||||||||
| 3264 Larimer St Ste D | Denver | CO | 80205 | PC | TO SUPPORT GENERAL OPERATIONS | $100,000 | ||||||
| Keres Children's Learning Center | ||||||||||||
| PO Box 113 | Cochiti Pueblo | NM | 87072 | PC | TO SUPPORT GENERAL OPERATIONS | $100,000 | ||||||
| Keres Children's Learning Center | ||||||||||||
| PO Box 113 | Cochiti Pueblo | NM | 87072 | PC | To provide support for the Indigenous Montessori Institute | $20,000 | ||||||
| Key'ah Advanced Rural Manufacturing Alliance | ||||||||||||
| 1200 S Riordan Ranch St 87 | Flagstaff | AZ | 86001 | PC | TO SUPPORT GENERAL OPERATIONS | $50,000 | ||||||
| Kidogo Early Years Inc | ||||||||||||
| 6901 St Ambrose Way | Hyattsville | MD | 20785 | PC | TO SUPPORT GENERAL OPERATIONS | $75,000 | ||||||
| Lake County Community Fund | ||||||||||||
| PO Box 477 | Leadville | CO | 80461 | PC | To provide support for the Good Natured Learning Fellowship Program | $50,000 | ||||||
| MOMIE (Mentors of Minorities In Education) Inc | ||||||||||||
| 2616 Georgia Ave NW | Washington | DC | 20001 | PC | To provide support for the Black Montessori Education Fund | $50,000 | ||||||
| Matriarch Ways | ||||||||||||
| 11010 S 51st St 50191 | Phoenix | AZ | 85004 | PC | TO SUPPORT GENERAL OPERATIONS | $25,000 | ||||||
| Meadows Livingstone School | ||||||||||||
| 1499 Potrero Avenue Suite 1 | San Francisco | CA | 94110 | PC | TO SUPPORT GENERAL OPERATIONS | $200,000 | ||||||
| MICA Group | ||||||||||||
| 120 East Baltimore Street Suite 25 | Baltimore | MD | 21202 | PC | TO SUPPORT GENERAL OPERATIONS | $125,000 | ||||||
| Midwest Indigenous Immersion Network | ||||||||||||
| 224 N 24th Ave E 2 | Duluth | MN | 55812 | PC | TO SUPPORT GENERAL OPERATIONS | $25,000 | ||||||
| Missouri River Educational Cooperative Foundation | ||||||||||||
| 128 Soo Line Dr Ste 102 | Bismarck | ND | 58501 | PC | To provide support for Tribal Extreme Cold Survival initiatives | $25,000 | ||||||
| Missouri River Educational Cooperative Foundation | ||||||||||||
| 128 Soo Line Dr Ste 102 | Bismarck | ND | 58501 | PC | TO SUPPORT GENERAL OPERATIONS | $275,000 | ||||||
| Montessori Partnerships for Georgia | ||||||||||||
| 740 Brown Pl | Decatur | GA | 30030 | PC | TO SUPPORT GENERAL OPERATIONS | $5,000 | ||||||
| Montessori Public Policy Initiative | ||||||||||||
| 2802 Hillside Ave | Cheverly | MD | 20785 | SO I | TO SUPPORT GENERAL OPERATIONS | $300,000 | ||||||
| Montessori Public Policy Initiative | ||||||||||||
| 2802 Hillside Ave | Cheverly | MD | 20785 | SO I | To provide support for the Montessori Public Policy Initiative Conference | $20,000 | ||||||
| Montessori Training and Research Center of Dallas | ||||||||||||
| 4006 Belt Line Road Suite 1oo | Addison | TX | 75001 | PC | To provide support for the MINT Equity and Diversity Scholarship | $50,000 | ||||||
| Montessori Training Center of Minnesota | ||||||||||||
| 1611 Ames Ave East | Saint Paul | MN | 55106 | PC | TO SUPPORT GENERAL OPERATIONS | $65,000 | ||||||
| Moonshot edVentures | ||||||||||||
| 3840 York Street Suite 145 | Denver | CO | 80205 | PC | TO SUPPORT GENERAL OPERATIONS | $150,000 | ||||||
| Movement Strategy Center | ||||||||||||
| 1625 Clay Street 6th Floor | Oakland | CA | 94612 | PC | TO SUPPORT GENERAL OPERATIONS | $200,000 | ||||||
| Musagetes Foundation | ||||||||||||
| NC | To provide support for Gesturing Towards Decolonized Futures | $600,000 | 6 Dublin Street South 103 | Guelph | Ontario | CA | N1H4L5 | |||||
| NACA-Inspired Schools Network | ||||||||||||
| 924 Park Ave SW | Albuquerque | NM | 87102 | PC | TO SUPPORT GENERAL OPERATIONS | $350,000 | ||||||
| National Center for Montessori in the Public Sector | ||||||||||||
| 125 Whiting Lane | West Hartford | CT | 06119 | PC | TO SUPPORT GENERAL OPERATIONS | $200,000 | ||||||
| National Center for Montessori in the Public Sector | ||||||||||||
| 125 Whiting Lane | West Hartford | CT | 06119 | PC | to support the Public Montessori conference and retreat | $20,000 | ||||||
| Native American Development Center | ||||||||||||
| 2403 East Thayer Avenue | Bismarck | ND | 58501 | PC | TO SUPPORT GENERAL OPERATIONS | $50,000 | ||||||
| Native American Rights Fund | ||||||||||||
| 250 Arapaho Ave | Boulder | CO | 80302 | PC | To provide support for the Winnemem Wintu Salmon Restoration | $200,000 | ||||||
| Native Americans in Philanthropy | ||||||||||||
| 1140 3rd Street NE 2nd Floor | Washington | DC | 20002 | PC | TO SUPPORT GENERAL OPERATIONS | $500,000 | ||||||
| Native Arts Collective | ||||||||||||
| 808 Main Street | Buffalo | NY | 14202 | PC | TO SUPPORT GENERAL OPERATIONS | $50,000 | ||||||
| Native Forward Scholars Fund | ||||||||||||
| 10010 Indian School Rd NE | Albuquerque | NM | 87112 | PC | To provide support for the Native Language, Culture, and Land Management Scholarship | $1,000,000 | ||||||
| Native Music Coalition | ||||||||||||
| 301 W Ajo Way | Tucson | AZ | 85713 | PC | TO SUPPORT GENERAL OPERATIONS | $50,000 | ||||||
| Native Ways Federation | ||||||||||||
| 101 Fifth Street East Suite 2400 | Saint Paul | MN | 55101 | PC | TO SUPPORT GENERAL OPERATIONS | $50,000 | ||||||
| Ndee Bikiyaa - White Mountain Apache Tribe | ||||||||||||
| 2 Farm Road | Whiteriver | AZ | 85941 | GOV | TO SUPPORT GENERAL OPERATIONS | $80,000 | ||||||
| NEO Philanthropy | ||||||||||||
| 1001 Avenue of the Americas 12th F | New York | NY | 10018 | PC | TO SUPPORT GENERAL OPERATIONS | $7,983,844 | ||||||
| New Venture Fund | ||||||||||||
| 1828 L Street NW Suite 300A | Washington | DC | 20036 | PC | TO SUPPORT GENERAL OPERATIONS | $700,000 | ||||||
| Nez Perce Tribe | ||||||||||||
| 357 Agency Road | Lapwai | ID | 83540 | GOV | TO SUPPORT GENERAL OPERATIONS | $100,000 | ||||||
| North Routt Community Charter School | ||||||||||||
| 26990 Eagle Ln | CLARK | CO | 80428 | PC | TO SUPPORT GENERAL OPERATIONS | $50,000 | ||||||
| Oyate Teca | ||||||||||||
| 39 Wakpala Ave | Kyle | SD | 57752 | PC | TO SUPPORT GENERAL OPERATIONS | $150,000 | ||||||
| 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 St 34 | Cambridge | MA | 02138 | PC | To provide support for Phase 3 of the HPAIED Landback Initiative | $400,000 | ||||||
| Prodigy Ventures Inc | ||||||||||||
| 3801 E 40th Ave | Denver | CO | 80205 | PC | TO SUPPORT GENERAL OPERATIONS | $100,000 | ||||||
| Project 41 12 INC | ||||||||||||
| 2460 Fairmount Blvd Suite 219 | Cleveland Heights | OH | 44106 | PC | TO SUPPORT GENERAL OPERATIONS | $650,000 | ||||||
| Project Roots | ||||||||||||
| 14216 N 45th Ave | Glendale | AZ | 85306 | PC | TO SUPPORT GENERAL OPERATIONS | $50,000 | ||||||
| Propel Nonprofits | ||||||||||||
| 1 SE Main Street Suite 600 | Minneapolis | MN | 55414 | PC | TO SUPPORT GENERAL OPERATIONS | $103,648 | ||||||
| Purpose Focused Alternative Learning | ||||||||||||
| P O Box 286 | Lupton | NM | 86508 | PC | TO SUPPORT GENERAL OPERATIONS | $160,000 | ||||||
| RECTOR & VISITORS OF THE UNIVERSITY OF VIRGINIA | ||||||||||||
| 1001 Emmet St N | Charlottesville | VA | 22903 | PC | To provide support for Dr. Angeline Lillard's research | $50,000 | ||||||
| Reframe Youth Arts Center | ||||||||||||
| 37 W Jones Ave | Phoenix | AZ | 85041 | PC | TO SUPPORT GENERAL OPERATIONS | $40,000 | ||||||
| RESCHOOL | ||||||||||||
| 730 17th Street Suite 950 | Denver | CO | 80202 | PC | TO SUPPORT GENERAL OPERATIONS | $100,000 | ||||||
| Resources Legacy Fund | ||||||||||||
| 400 Capitol Mall Suite 2150 | Sacramento | CA | 95814 | PC | TO SUPPORT GENERAL OPERATIONS | $200,000 | ||||||
| Running Strong for American Indian Youth | ||||||||||||
| 8301 Richmond Highway Suite 200 | Alexandria | VA | 223092324 | PC | TO SUPPORT GENERAL OPERATIONS | $150,000 | ||||||
| Rural Advancement Foundation International-USA | ||||||||||||
| PO Box 640 | Pittsboro | NC | 27312 | PC | TO SUPPORT GENERAL OPERATIONS | $300,000 | ||||||
| Sacred Pipe Resource Center | ||||||||||||
| 925 Basin Avenue | Bismarck | ND | 58504 | PC | TO SUPPORT GENERAL OPERATIONS | $30,000 | ||||||
| Salvation ArmySpringboard Child Care | ||||||||||||
| 1931 S Xenia Ct | Denver | CO | 80231 | PC | to support the Springboard Child Care co-working facility, providing an alternative for home-based child care providers when zoning, the physical nature of the home or the family considerations prohibit an individual from offering child care in his/her home | $90,000 | ||||||
| SCD Enrichment Program | ||||||||||||
| 4860 Chambers Rd 102 | Denver | CO | 80239 | PC | TO SUPPORT GENERAL OPERATIONS | $50,000 | ||||||
| Seeds of Harmony Inc | ||||||||||||
| 1 Chapter House Rd Unit 1175 | Round Rock | AZ | 86547 | PC | TO SUPPORT GENERAL OPERATIONS | $80,000 | ||||||
| Se'Si'Le' | ||||||||||||
| PO Box 28850 | Bellingham | WA | 98226 | PC | TO SUPPORT GENERAL OPERATIONS | $100,000 | ||||||
| Seventh Generation for Indigenous Peoples Inc | ||||||||||||
| PO Box 5248 | Eureka | CA | 95502 | PC | TO SUPPORT GENERAL OPERATIONS | $20,000 | ||||||
| Shelterwood Collective | ||||||||||||
| 23500 King Ridge Rd | Cazadero | CA | 95421 | PC | TO SUPPORT GENERAL OPERATIONS | $450,000 | ||||||
| Sicangu Community Development Center | ||||||||||||
| 27565 Research Park Drive | Mission | SD | 57555 | PC | TO SUPPORT GENERAL OPERATIONS | $100,000 | ||||||
| Social Contract Institute | ||||||||||||
| NC | To provide support for building safe and trauma-responsive communities | $30,418 | Str Reshit Collaku Build 24 | Tirana | AL | 10001 | FIII Ap5 | |||||
| Social Good Fund | ||||||||||||
| 12651 San Pablo Ave Suite 5473 | Richmond | CA | 94805 | PC | to support The Braiding Seeds Fellowship, which provides funding, mentorship, and a mutually supportive community to aspiring, beginner and intermediate BIPOC farmers/land stewards and multi-disciplinary changemakers | $1,300,000 | ||||||
| Social Impact Fund | ||||||||||||
| 750 West 7th Street PO Box 811026 | Los Angeles | CA | 90081 | PC | TO SUPPORT GENERAL OPERATIONS | $70,000 | ||||||
| Social Roots | ||||||||||||
| 4015 CRAFT ST APT 1241 | Charlotte | NC | 28217 | PC | TO SUPPORT GENERAL OPERATIONS | $30,000 | ||||||
| Soul Fire Farm Institute Inc | ||||||||||||
| 1972 NY HWY 2 | Petersburg | NY | 12138 | PC | TO SUPPORT GENERAL OPERATIONS | $700,000 | ||||||
| South Dakota Education Equity Coalition | ||||||||||||
| PO Box 557 | Black Hawk | SD | 57718 | PC | TO SUPPORT GENERAL OPERATIONS | $200,000 | ||||||
| Southwestern Association for Indian Arts | ||||||||||||
| 121 Sandoval Street 302 | Santa Fe | NM | 87501 | PC | TO SUPPORT GENERAL OPERATIONS | $25,000 | ||||||
| Standing Rock Sioux Tribe | ||||||||||||
| PO Box D | Fort Yates | ND | 58538 | GOV | TO SUPPORT GENERAL OPERATIONS | $30,000 | ||||||
| Summit 54 | ||||||||||||
| 60 Wildwood Ln | Aspen | CO | 81611 | PC | TO SUPPORT GENERAL OPERATIONS | $50,000 | ||||||
| Tanner Community Development Corporation | ||||||||||||
| 700 E Jefferson St Ste 200 | Phoenix | AZ | 85034 | PC | TO SUPPORT GENERAL OPERATIONS | $95,000 | ||||||
| Tasiyagnunpa Media | ||||||||||||
| PO Box 26 309 1st Ave East | McLaughlin | SD | 57642 | PC | TO SUPPORT GENERAL OPERATIONS | $20,000 | ||||||
| Teachers College Columbia University | ||||||||||||
| 525 West 120th Street Box 53 | New York | NY | 10027 | PC | TO SUPPORT GENERAL OPERATIONS | $170,000 | ||||||
| The Biomimicry Institute | ||||||||||||
| PO Box 9216 | Missoula | MT | 59807 | PC | TO SUPPORT GENERAL OPERATIONS | $300,000 | ||||||
| The DigDeep Right to Water Project | ||||||||||||
| 932 Wilson St Suite 2D | Los Angeles | CA | 90021 | PC | TO SUPPORT GENERAL OPERATIONS | $30,000 | ||||||
| The HadaNou Collective | ||||||||||||
| 3533 N Marion St | Denver | CO | 80205 | PC | TO SUPPORT GENERAL OPERATIONS | $165,000 | ||||||
| The Hopi School Inc | ||||||||||||
| PO Box 583 | Kykotsmovi | AZ | 86039 | PC | TO SUPPORT GENERAL OPERATIONS | $40,000 | ||||||
| The National Center on Education and the Economy | ||||||||||||
| 2121 K Street NW STE 700 | Washington | DC | 20037 | PC | TO SUPPORT GENERAL OPERATIONS | $40,000 | ||||||
| The Praxis Project | ||||||||||||
| PO Box 7259 | Oakland | CA | 94601 | PC | TO SUPPORT GENERAL OPERATIONS | $115,000 | ||||||
| The Sarara Foundation | ||||||||||||
| 1031 33rd St Denver | Denver | CO | 80206 | PC | TO SUPPORT GENERAL OPERATIONS | $290,000 | ||||||
| The Tipi Raisers | ||||||||||||
| 7830 W Alameda Ave Ste 103-186 | Lakewood | CO | 80226 | PC | TO SUPPORT GENERAL OPERATIONS | $100,000 | ||||||
| Thunder Valley CDC | ||||||||||||
| 290 Empowerment Drive | Porcupine | SD | 57772 | PC | TO SUPPORT GENERAL OPERATIONS | $350,000 | ||||||
| Tolani Lake Enterprises Inc | ||||||||||||
| HC 61 Box 320 | Winslow | AZ | 86047 | PC | TO SUPPORT GENERAL OPERATIONS | $50,000 | ||||||
| Tomorrow We Vote | ||||||||||||
| POBox 16741 | Phoenix | AZ | 850116741 | PC | TO SUPPORT GENERAL OPERATIONS | $45,000 | ||||||
| TQAMP | ||||||||||||
| PO Box 384 | Westerville | OH | 43086 | PC | TO SUPPORT GENERAL OPERATIONS | $600,000 | ||||||
| Tusweca Tiospaye | ||||||||||||
| PO Box 214 600 BIA 32 | Pine Ridge | SD | 57770 | PC | TO SUPPORT GENERAL OPERATIONS | $25,000 | ||||||
| University of Hartford | ||||||||||||
| 200 Bloomfield Avenue | West Hartford | CT | 06095 | PC | To provide support for the work of the Center for Montessori Studies | $100,000 | ||||||
| University of Kansas Center for Research Inc | ||||||||||||
| 2385 Irving Hill Road | Lawrence | KS | 66045 | PC | To provide support for the 2024 WEND Montessori Research Retreat | $50,000 | ||||||
| Upstream Education Inc | ||||||||||||
| 1031 33rd Street | Denver | CO | 80205 | PC | TO SUPPORT GENERAL OPERATIONS | $100,000 | ||||||
| Valley Settlement | ||||||||||||
| 1901 Grand Ave Ste 206 | Glenwood Springs | CO | 81601 | PC | TO SUPPORT GENERAL OPERATIONS | $100,000 | ||||||
| Village Exchange Center | ||||||||||||
| 1609 Havana St | Aurora | CO | 80010 | PC | TO SUPPORT GENERAL OPERATIONS | $100,000 | ||||||
| Waadookodaading Ojibwe Language Institute Inc | ||||||||||||
| 8575 N TREPANIA RD | HAYWARD | WI | 54843 | PC | TO SUPPORT GENERAL OPERATIONS | $100,000 | ||||||
| Western Resource Advocates | ||||||||||||
| 2260 Baseline Road | Boulder | CO | 80302 | PC | To support efforts aimed at decarbonizing electricity production, advancing transportation electrification, and promoting the electrification of buildings and industrial processes | $335,000 | ||||||
| Whole School Leadership Institute | ||||||||||||
| 9S600 WESTERN AVENUE | WILLOWBROOK | IL | 60527 | PC | To provide support for the "Called to Lead" Fund for BIPOC Montessori Leaders | $10,000 | ||||||
| Wildflower Foundation | ||||||||||||
| 1621 East Hennepin Avenue 295 | Minneapolis | MN | 55414 | PC | To provide support for the Black Wildflowers Fund | $40,000 | ||||||
| Wildflower Foundation | ||||||||||||
| 1621 East Hennepin Avenue 295 | Minneapolis | MN | 55414 | PC | TO SUPPORT GENERAL OPERATIONS | $200,000 | ||||||
| Yoemem Tekia Foundation | ||||||||||||
| 7631 S Camino Tetaviecti | Tucson | AZ | 85757 | PC | TO SUPPORT GENERAL OPERATIONS | $50,000 | ||||||
| Young African Americans for Social & Political Activism | ||||||||||||
| PO Box 202092 | Denver | CO | 80220 | PC | TO SUPPORT GENERAL OPERATIONS | $100,000 | ||||||
| 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 | $50,000 | ||||||
| Zephyr Impact | ||||||||||||
| 244 Jackson Street | Denver | CO | 80206 | PC | TO SUPPORT GENERAL OPERATIONS | $6,274,468 | ||||||
| INDABA FOUNDATION | ||||||||||||
| 19 W 21ST ST SUITE 702 | NEW YORK | NY | 100393316 | PF | GRANT TO A PRIVATE FOUNDATION NOT TREATED AS A QUALIFYING DISTRIBUTION UNDER IRC SECTION 4942 (G)(3) BY THE GRANTEE | -$300,000 | ||||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $56,281,937 | 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 | $7,194,908 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | -$120,995 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $7,073,913 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $7,073,913 | TotalIncomeProducingActyAmt |
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 | $51,827,980 | TotalContributionsAmt |
| Noncash Contribution | Yes (X) | NoncashContributionInd |
Non Cash Property Contribution NonCashPropertyContributionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
| Noncash Property | 662,000 SHARES OF PUBLICLY TRADED SECURITIES | NoncashPropertyDesc |
| Fair Market Value | $51,827,980 | FairMarketValueAmt |
| Received | 2024-09-19 | ReceivedDt |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | Accounting Fees | CategoryTxt |
| Amt | $90,765 | Amt |
| Disbursements Charitable Prps | $90,765 | DisbursementsCharitablePrpsAmt |
Expenditure Responsibility Stmt ExpenditureResponsibilityStmt
Expenditure Responsibility ExpenditureResponsibilityGrp (6 entries)
| Address Line1ForeignAddress/AddressLine1Txt | Province Or StateForeignAddress/ProvinceOrStateNm | 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 | CityForeignAddress/CityNm | Address Line2ForeignAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 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. | $404,506 | NONE | 07/16/21, 04/28/22, 04/05/23, 02/26/24, 11/20/24 | 2024-11-20 | 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 | |||||||||||||||||
| 2024-01-15 | $300,000 | 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. | $300,000 | NONE | 01/31/25 | 2025-01-31 | 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. | 68 BRADHURST AVE UNIT 5U | NEW YORK | NY | 100393316 | ||||||
| Musagetes Foundation | |||||||||||||||||
| 6 Dublin Street South 103 | Ontario | CA | N1H4L5 | 2024-10-25 | $600,000 | To provide support for Gesturing Towards Decolonized Futures | $95,327 | NONE | 03/26/25 | 2025-03-26 | 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. | Guelph | |||||
| 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. | $432,450 | NONE | 04/30/21, 04/14/22, 10/04/23, 05/11/24, 12/21/24 | 2024-12-21 | 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 | ||||||
| Social Contract Institute | |||||||||||||||||
| STR RESHIT COLLAKU BUILD 24 | TIRANA | AL | 10001 | 2024-06-07 | $30,418 | To provide support for building safe and trauma-responsive communities | $30,418 | NONE | 12/5/24, 02/04/25 | 2025-02-04 | 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. | FIII AP 5 | |||||
| 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 | $100,000 | NONE | 04/08/23, 05/31/24, 12/17/24 | 2024-12-17 | 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 | 662,000 SHARES OF PUBLICLY TRADED SECURITIES | AssetDesc |
| Gross Sales Price | $51,706,985 | GrossSalesPriceAmt |
| Basis | $51,827,980 | BasisAmt |
| Total Net | -$120,995 | 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 | $148,494,027 | BookValueAmt |
| EOYFMV | $148,494,008 | EOYFMVAmt |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL FEES | CategoryTxt |
| Legal Fees | $1,458 | LegalFeesAmt |
| Disbursements Charitable Prps | $1,458 | DisbursementsCharitablePrpsAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|---|
| CONSULTING FEES | $205,830 | $205,830 | |
| Investment Management Fees | $1,250 | $1,250 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | Excise Tax | CategoryTxt |
| Amt | $1,245,000 | Amt |