ALUMBRA INNOVATIONS FOUNDATION: Form 990PF, tax year 2024
View the entire original 990 at ProPublica ↗
- Organization
- ALUMBRA INNOVATIONS FOUNDATION (EIN 83-2841232)
- Tax period
- 2024-01-01 to 2024-12-31
- Filed
- 2025-11-10
- IRS object ID
- 202543149349101639
- 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 Expenses Schedule
- Other Income Schedule2
- Other Notes Loans Rcvbl Long Sch
- Other Professional Fees Schedule
- Substantial Contributors Sch
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2025-11-10T12:32:57+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 | 832841232 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Alumbra Innovations Foundation | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | ALUM | BusinessNameControlTxt |
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 | DIANA WELCH | PersonNm |
| Person Title | DIRECTOR, SECRETARY | PersonTitleTxt |
| Signature | 2025-11-10 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | LUKE C MITCHELL | PreparerPersonNm |
| PTIN | P03095207 | PTIN |
| Phone | 4794641500 | PhoneNum |
| Preparation | 2025-11-10 | 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 | $129,524,858 | 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 | $8,697,255 | ContriRcvdRevAndExpnssAmt |
| Dividends Rev And Expnss | $3,872,857 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $3,872,857 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $6,060,998 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $75,998,971 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $10,285,626 | 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 | $7,081 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $7,081 | OtherIncomeNetInvstIncmAmt |
| Other Income Adj Net Incm | $0 | OtherIncomeAdjNetIncmAmt |
| Total Rev And Expnss | $18,638,191 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $14,165,564 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $0 | TotalAdjNetIncmAmt |
| Legal Fees Rev And Expnss | $24,213 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $0 | LegalFeesNetInvstIncmAmt |
| Legal Fees Adj Net Incm | $0 | LegalFeesAdjNetIncmAmt |
| Legal Fees Dsbrs Chrtbl | $24,213 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $82,234 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $0 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $82,234 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $3,167,598 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $268,119 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Adj Net Incm | $0 | OtherProfFeesAdjNetIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $2,899,479 | OtherProfFeesDsbrsChrtblAmt |
| Interest Rev And Expnss | $65 | InterestRevAndExpnssAmt |
| Interest Net Invst Incm | $65 | InterestNetInvstIncmAmt |
| Taxes Rev And Expnss | $186,042 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $186,042 | 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 |
| Trav Conf Meeting Rev And Expnss | $128,465 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $128,465 | TravConfMeetingDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $77,383 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $0 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Adj Net Incm | $0 | OtherExpensesAdjNetIncmAmt |
| Other Expenses Dsbrs Chrtbl | $77,383 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $3,666,000 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $454,226 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $3,211,774 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $28,462,827 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $28,462,827 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $32,128,827 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $454,226 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $31,674,601 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$13,490,636 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $13,711,338 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $246,672 | CashBOYAmt |
| Cash EOY | $418,968 | CashEOYAmt |
| Cash EOYFMV | $418,968 | 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 | $3,000,000 | OtherNtsAndLoansRcvblAmt |
| Other Rcvbl Allwnc Dbtfl Acct | $0 | OtherRcvblAllwncDbtflAcctAmt |
| Other Nts And Loans Rcvbl BOY | $3,000,000 | OtherNtsAndLoansRcvblBOYAmt |
| Other Nts And Loans Rcvbl EOY | $3,000,000 | OtherNtsAndLoansRcvblEOYAmt |
| Other Nts And Loans Rcvbl EOYFMV | $3,000,000 | 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 | $123,701,526 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $110,038,594 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $126,105,890 | 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 | $126,948,198 | TotalAssetsBOYAmt |
| Total Assets EOY | $113,457,562 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $129,524,858 | 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 | $126,948,198 | RetainedEarningBOYAmt |
| Retained Earning EOY | $113,457,562 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $126,948,198 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $113,457,562 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $126,948,198 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $113,457,562 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $126,948,198 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$13,490,636 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $113,457,562 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $113,457,562 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (6 entries)
| PropertyPropertyDesc | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Excess FMV Over Adjusted BssExcessFMVOverAdjustedBssAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | How AcquiredHowAcquiredCd |
|---|---|---|---|---|---|---|
| 38,000 SHARES OF PUBLICLY TRADED SECURITIES | $2,472,690 | $4,505 | $2,468,185 | $0 | $2,468,185 | |
| NT TPI - VARIOUS STOCKS | $10,787,385 | $9,657,787 | $1,129,598 | $0 | $1,129,598 | P |
| NT TPI - CAPITAL GAIN DISTRIBUTION | $7,412 | $0 | $7,412 | $0 | $7,412 | P |
| NT TPI - VARIOUS STOCKS | $32,503,039 | $25,924,585 | $6,578,454 | $0 | $6,578,454 | P |
| NT BRECKINRIDGE - VARIOUS STOCKS | $13,976,949 | $13,909,208 | $67,741 | $0 | $67,741 | P |
| NT BRECKINRIDGE - VARIOUS STOCKS | $16,251,496 | $16,217,260 | $34,236 | $0 | $34,236 | P |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $10,285,626 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $190,588 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $190,588 | SubtotalAmt |
| Tax Based On Investment Income | $190,588 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $357,665 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Total Payments And Credits | $357,665 | TotalPaymentsAndCreditsAmt |
| Overpayment | $167,077 | OverpaymentAmt |
| Applied To ES Tax | $167,077 | 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 | Yes (true) | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
| Individual With Books | Kari Harris | IndividualWithBooksNm |
| Phone | 4794641500 | 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 | Yes (true) | ForeignAccountsQuestionInd |
| Foreign Country | IS | ForeignCountryCd |
| Foreign Country | JA | ForeignCountryCd |
| Foreign Country | NL | ForeignCountryCd |
| Foreign Country | BE | ForeignCountryCd |
| Foreign Country | UK | ForeignCountryCd |
| Foreign Country | CA | ForeignCountryCd |
| Foreign Country | DA | ForeignCountryCd |
| Foreign Country | FR | ForeignCountryCd |
| Foreign Country | GM | ForeignCountryCd |
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 | Yes (true) | 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 (6 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt |
|---|---|---|---|---|---|---|---|
| CHRISTY R WALTON | |||||||
| PO BOX 1860 | BENTONVILLE | AR | 72712 | DIRECTOR | 2.00 | $0 | $0 |
| ANN LADON | |||||||
| PO BOX 1860 | BENTONVILLE | AR | 72712 | DIRECTOR, PRESIDENT | 2.00 | $0 | $0 |
| DIANA WELCH | |||||||
| PO Box 1860 | Bentonville | AR | 72712 | DIRECTOR, SECRETARY | 2.00 | $0 | $0 |
| LETICIA LIERA | |||||||
| PO BOX 1860 | BENTONVILLE | AR | 72712 | FOUNDATION MANAGER | 34.00 | $0 | $0 |
| CHRISSY SOLLENBERGER | |||||||
| PO BOX 1860 | BENTONVILLE | AR | 72712 | FOUNDATION MANAGER | 34.00 | $0 | $0 |
| LUKE MITCHELL | |||||||
| PO Box 1860 | Bentonville | AR | 72712 | TREASURER (AS OF 12/19/24) | 0.50 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp (5 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Service TypeServiceTypeTxt | CompensationCompensationAmt | Address Line1ForeignAddress/AddressLine1Txt | Address Line2ForeignAddress/AddressLine2Txt | CityForeignAddress/CityNm | CountryForeignAddress/CountryCd | Foreign PostalForeignAddress/ForeignPostalCd | Province Or StateForeignAddress/ProvinceOrStateNm |
|---|---|---|---|---|---|---|---|---|---|---|---|
| JCL Services LLC | |||||||||||
| PO BOX 1860 | BENTONVILLE | AR | 72712 | Management Services | $911,932 | ||||||
| WALTON ENTERPRISES LLC | |||||||||||
| PO BOX 1860 | BENTONVILLE | AR | 72712 | Management Services | $660,348 | ||||||
| PRESA BCS S DE RL DE CV | |||||||||||
| Management Services | $600,699 | REVOLUCION DE 1910 NO 590 | BAJA CALIFORNIA SUR | LA PAZ | MX | 23000 | |||||
| NORTHERN TRUST | |||||||||||
| 50 SOUTH LA SALLE STREET | CHICAGO | IL | 60603 | INVESTMENT MANAGEMENT FEES | $199,518 | ||||||
| HC Human Cities SAPI de CV | |||||||||||
| CONSULTING | $107,307 | BELISARIO DOMINGUEZ 2830 | COLONIA PUEBLO NUEVO | LA PAZ | MX | 23060 | BS | ||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contractor Paid Over50k | 2 | 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 | $126,646,011 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $5,711,248 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $132,357,259 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Adjusted Total FMV Of Unused Ast | $132,357,259 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $1,985,359 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $130,371,900 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $6,518,595 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $6,518,595 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $190,588 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $190,588 | TotalTaxAmt |
| Distributable Before Adj | $6,328,007 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $6,328,007 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $6,328,007 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $31,674,601 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Set Aside Cash Distri Test | $0 | SetAsideCashDistriTestAmt |
| Qualifying Distributions | $31,674,601 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $6,328,007 | 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 | $1,161,302 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $11,643,302 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $6,242,047 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $13,122,043 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $26,712,043 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $58,880,737 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $31,674,601 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $6,328,007 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $25,346,594 | RemainingDistriFromCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $84,227,331 | 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 | $1,161,302 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $83,066,029 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $11,643,302 | ExcessFromYear4Amt |
| Excess From Year3 | $6,242,047 | ExcessFromYear3Amt |
| Excess From Year2 | $13,122,043 | ExcessFromYear2Amt |
| Excess From Year1 | $26,712,043 | ExcessFromYear1Amt |
| Excess From Current Year | $25,346,594 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | Christy R Walton | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (137 entries)
| Address Line1RecipientForeignAddress/AddressLine1Txt | CityRecipientForeignAddress/CityNm | Province Or StateRecipientForeignAddress/ProvinceOrStateNm | CountryRecipientForeignAddress/CountryCd | Foreign PostalRecipientForeignAddress/ForeignPostalCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Address Line2RecipientForeignAddress/AddressLine2Txt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Abrapalabra AC | |||||||||||||
| calle revolucion de 1910 590 | La Paz | BN | MX | 23000 | PC | to implement a comprehensive afterschool training program targeted to preschool and elementary students form public schools that considers students' daily contexts and concerns, encourages positive change, and fosters a growth mindset to effectively tackle their challenges | $200,020 | ||||||
| Abrapalabra AC | |||||||||||||
| calle revolucion de 1910 590 | La Paz | BN | MX | 23000 | PC | To support general operations | $104,690 | ||||||
| Academy for Global Citizenship Charter School | |||||||||||||
| PC | to support efforts for the Place Based Teaching & Learning international education network | $2,100 | 4942 W 44th St | Chicago | IL | 60638 | |||||||
| Academy for Global Citizenship Charter School | |||||||||||||
| PC | to support the initiative to empower underserved youth in Chicago's west and southside neighborhoods to address critical environmental and economic challenges through STEM education | $100,000 | 4942 W 44th St | Chicago | IL | 60638 | |||||||
| All Kids Bike | |||||||||||||
| PC | To support expansion of Bici-Escuela Program | $37,500 | 2221 N Plaza Dr | Rapid City | SD | 577023602 | |||||||
| American Near East Refugee Aid | |||||||||||||
| PC | To support general operations | $300,000 | 1111 14th Street NW 400 | Washington | DC | 20005 | |||||||
| Amigos para la Conservacin de Cabo Pulmo | |||||||||||||
| Calle Cabo Fierro SN entre | La Ribera | BS | MX | 23570 | NC | To facilitate a high level of community participation and scientific input for the design of the management plan for the Parque Nacional Cabo Pulmo | $30,000 | Santa Mara La Ribera y 5 de Mayo | |||||
| ANAI Inc | |||||||||||||
| PC | to support biomonitoring and community-based conservation in the indigenous territories of the La Amistad Caribe region of Bocas del Toro, Panama | $40,000 | 1120 Meadows Road | Franklin | NC | 28734 | |||||||
| Andale La Paz AC | |||||||||||||
| Av Ayuntamiento | El Triunfo | BS | MX | 23210 | PC | To support general operations | $1,118,079 | ||||||
| Asociacin Mexicana de Ostricultores AC | |||||||||||||
| Calle Allende No 36 | La Paz | BS | MX | 23000 | NC | For advancing collaboration in oyster farming ecosystem in Baja California Sur | $97,277 | Colonia Centro | |||||
| Asylum Access | |||||||||||||
| PC | To support Asylum Access' work in Mexico | $100,000 | C/O Port Workspaces 344 | Oakland | CA | 94612 | |||||||
| Baja Coastal Institute Inc | |||||||||||||
| PC | To increase the welfare of rural youth in southeastern Baja California by providing access to outdoor education and recreational activities | $20,000 | 845 Va De La Paz | Los Angeles | CA | 90272 | |||||||
| Blue Forest Finance Inc | |||||||||||||
| PC | to support the Blue Forest Upper Colorado egon | $500,000 | 5960 S Land Park Drive | Sacramento | CA | 95822 | |||||||
| Butte Falls Charter School | |||||||||||||
| GOV | to involve K12 and university students and staff to work together on the same landscape and in the same laboratories to improve the world | $50,000 | 720 Laurel Avenue | Butte Falls | OR | 97522 | |||||||
| Cape Eleuthera Foundation Inc | |||||||||||||
| PC | collaborate with Efecto Arena at the intersection of coral gardening and place-based education | $50,000 | 1900 Market Street 8th Floor | Philadelphia | PA | 19131 | |||||||
| Cape Eleuthera Foundation Inc | |||||||||||||
| PC | to support efforts for the Place Based Teaching & Learning international education network | $3,712 | 1900 Market Street 8th Floor | Philadelphia | PA | 19131 | |||||||
| Captain Planet Foundation Inc | |||||||||||||
| PC | to support efforts for the Place Based Teaching & Learning international education network | $2,100 | 133 Luckie Street Northwest | Atlanta | GA | 30303 | |||||||
| Captain Planet Foundation Inc | |||||||||||||
| PC | to provide support to youth and educators in La Paz with trainings on changemaking, sustainability, and place-based teaching and learning | $100,000 | 133 Luckie Street Northwest | Atlanta | GA | 30303 | |||||||
| Center for Reproductive Rights | |||||||||||||
| PC | to support general operations | $10,000 | 199 Water Street 22nd Floor | New York | NY | 10038 | |||||||
| Centro de Negocios Sustentables AC | |||||||||||||
| CORINA 59 | COYOACAN | DF | MX | 04100 | PC | to enhance and reinforce the innovation and entrepreneurship ecosystem in the turquoise economy sector of Baja California Sur, with a focus on increasing women's participation | $150,000 | ||||||
| Centro Latinoamericano de Gestin Ambiental AC | |||||||||||||
| lvaro Obregn 44 | San Cristbal de las Casas | CP | MX | 29250 | NC | to test a series of trials of the Balandra MPA tourism management and reservation system | $95,055 | San Antonio | |||||
| Centro para la Biodiversidad Marina y la Conservacin | |||||||||||||
| 420 Del Pirata | La Paz | BS | MX | 23090 | PC | to support a process to engage the community of La Ventana in learning about artificial reefs, discussing about them and identifying opportunities to test them in the bay | $32,720 | ||||||
| Centro para la Biodiversidad Marina y la Conservacin | |||||||||||||
| 420 Del Pirata | La Paz | BS | MX | 23090 | PC | to support the Baseline Data and Community Engagement for Dune Protection project | $35,085 | ||||||
| Cetacean Action Treasury | |||||||||||||
| PC | to build community support for sustainable fishing in the Upper Gulf of California | $100,000 | PO Box 332 | Cape Neddick | ME | 03902 | |||||||
| CHICAGO ADVENTURE THERAPY NFP | |||||||||||||
| PC | to support Making outdoor adventure REAL | $100,000 | 4539 S Knox Ave | Chicago | IL | 606324803 | |||||||
| Chicago Learning Exchange | |||||||||||||
| PC | to support collective impact for Place Based Teaching & Learning in Chicago | $200,000 | 200 W Madison St floor 2 | Chicago | IL | 60606 | |||||||
| Chicago Park District | |||||||||||||
| GOV | to support Place Based Teaching & Learning Career Exposure | $100,000 | 4830 S Western Ave | Chicago | IL | 60609 | |||||||
| Comit de Sanidad Acucola de Baja California Sur AC | |||||||||||||
| Agricultura 1555 | La Paz | BS | MX | 23070 | NC | to build capacity in rural oyster farms to adopt more sustainable practices | $40,569 | entre Mxico y Durango | |||||
| Community Foundation of Jackson Hole | |||||||||||||
| PC | to support efforts for the Place Based Teaching & Learning international education network | $2,500 | 245 E Simpson Ave | Jackson | WY | 83001 | |||||||
| Community Foundation of Jackson Hole | |||||||||||||
| PC | to hire a backbone position for Systems of Education to support collective impact for place-based education | $133,200 | 245 E Simpson Ave | Jackson | WY | 83001 | |||||||
| Comunidad y Biodiversidad | |||||||||||||
| Isla del Peruano 215 | Guaymas | SO | MX | 85448 | PC | to document community solutions to sustainability in Baja California Sur, through the Pesca Data app | $78,524 | Col Lomas de Miramar | |||||
| Consejo Mexicano de Promocin de los Productos Pesqueros y Acucolas AC | |||||||||||||
| Avenida Presidente Masaryk | Ciudad de Mxico | DF | MX | 11570 | PC | to support the "Pesca con Futuro" campaign. | $128,400 | ||||||
| Conservation International | |||||||||||||
| PC | to hold the second Latin American cohort of the Women in Ocean Food Innovation | $100,000 | 2011 Crystal Drive Suite 600 | Arlington | VA | 22202 | |||||||
| COQUILLEWATERSHEDASSOCIATION | |||||||||||||
| PC | to enhance youth education in the low-income and underserved school districts through place-based learning | $40,000 | 390 N Central Blvd | Coquille | OR | 97423 | |||||||
| Eagle Point High School | |||||||||||||
| GOV | To create and establish an applied learning and work based learning Internship program | $50,000 | 203 N Platt Ave | Eagle Point | OR | 975248618 | |||||||
| Ecology Project International | |||||||||||||
| PC | to support efforts for the Place Based Teaching & Learning international education network | $5,800 | 315 South 4th Street E | Missoula | MT | 59801 | |||||||
| Ecology Project International | |||||||||||||
| PC | To support youth and teacher programs in Mexico | $729,500 | 315 South 4th Street E | Missoula | MT | 59801 | |||||||
| Efecto Arena AC | |||||||||||||
| Lic Primo Verdad 2135 local 2 | La Paz | BS | MX | 23000 | NC | To educate youth in coral conservation, restore coral populations, and increase Efecto Arena's financial sustainability | $265,011 | Colonia Centro | |||||
| Efecto Arena AC | |||||||||||||
| Lic Primo Verdad 2135 local 2 | La Paz | BS | MX | 23000 | NC | To support nature-based tourism in La Ventana | $31,246 | Colonia Centro | |||||
| El Paso Community Foundation | |||||||||||||
| PC | to provide emergency support for border communities | $75,000 | PO Box 272 | El Paso | TX | 79943 | |||||||
| Elementary Institute of Science | |||||||||||||
| PC | to support efforts for the Place Based Teaching & Learning international education network | $2,100 | 608 51st Street | San Diego | CA | 92114 | |||||||
| Elementary Institute of Science | |||||||||||||
| PC | to support general operations | $25,000 | 608 51st Street | San Diego | CA | 92114 | |||||||
| Environmental Defense Fund | |||||||||||||
| PC | to pilot technology solutions in small-scale fisheries. | $77,050 | 257 Park Ave S | New York | NY | 10010 | |||||||
| Environmental Law Alliance Worldwide | |||||||||||||
| PC | To provide technical support to local nonprofit organizations | $50,000 | 1412 Pearl Street | Eugene | OR | 974014036 | |||||||
| Forest Trends Association | |||||||||||||
| PC | To support Green Financing: first steps toward establishing a priority-setting system for natural infrastructure projects in BCS | $175,000 | 1203 19th Street NW 4th Floor | Washington | DC | 20036 | |||||||
| Friends of Netarts Bay Watershed Estuary Beach and Sea | |||||||||||||
| PC | to support Making Outdoors REAL | $55,000 | PO Box 152 | Netarts | OR | 97143 | |||||||
| Global Environment & Technology Foundation | |||||||||||||
| PC | To support Green Financing: first steps toward establishing a priority-setting system for natural infrastructure projects in Baja California Sur | $10,057 | 2900 South Quincy Street Suite 375 | Arlington | VA | 22206 | |||||||
| Gray Family Foundation | |||||||||||||
| PC | to support the Youth Leadership Initiative | $229,600 | 1221 SW Yamhill St Suite 100 | Portland OR | OR | 97205 | |||||||
| Guided Discoveries Inc | |||||||||||||
| PC | to support efforts for the Place Based Teaching & Learning international education network | $2,100 | 302 N El Camino Real 206 | San Clemente | CA | 92672 | |||||||
| Hawaii Agricultural Foundation | |||||||||||||
| PC | to support building an ag-tech ready workforce through place-based education and career exposure to agriculture | $25,000 | 3538 Waialae Avenue Suite 203 | Honolulu | HI | 96816 | |||||||
| Hawaii Agricultural Foundation | |||||||||||||
| PC | to support efforts for the Place Based Teaching & Learning international education network | $2,100 | 3538 Waialae Avenue Suite 203 | Honolulu | HI | 96816 | |||||||
| Hole Food Rescue Corp | |||||||||||||
| PC | to support the Forever Home Capital Campaign | $250,000 | PO Box 2955 | Jackson | WY | 83001 | |||||||
| Holy Land Christians Society Inc | |||||||||||||
| PC | to support Tent of Nations | $140,000 | PO Box 6557 | Falls Church | VA | 22040 | |||||||
| Hopewell Fund | |||||||||||||
| PC | to support Civic Education | $700,000 | 1828 L Street NW Suite 300 | Washington | DC | 20036 | |||||||
| Hurricane Island Foundation | |||||||||||||
| PC | to support efforts for the Place Based Teaching & Learning international education network | $2,100 | PO Box 1280 | Rockland | ME | 04841 | |||||||
| Hurricane Island Foundation | |||||||||||||
| PC | to support ocean education | $50,000 | PO Box 1280 | Rockland | ME | 04841 | |||||||
| Olivewood Gardens and Learning Center | |||||||||||||
| PC | to support efforts for the Place Based Teaching & Learning international education network | $2,440 | 2525 N Avenue | National City | CA | 91950 | |||||||
| Olivewood Gardens and Learning Center | |||||||||||||
| PC | to support staff retention at Olivewood Gardens and Learning Center and the campaign for Olivewood Gardens and Learning Center and the International Community Foundation | $237,450 | 2525 N Avenue | National City | CA | 91950 | |||||||
| Institute of the Americas | |||||||||||||
| PC | To support Sustainable Shipping in las Baja Californias, Mexico | $97,775 | 1011 N Torrey Pines Rd | La Jolla | CA | 92037 | |||||||
| Institute of the Americas | |||||||||||||
| PC | to support the North America 2.0 Spanish Edition Book Printing | $16,241 | 1011 N Torrey Pines Rd | La Jolla | CA | 92037 | |||||||
| International Community Foundation | |||||||||||||
| PC | To provide emergency support for border communities | $50,000 | 2505 N Avenue | National City | CA | 91950 | |||||||
| International Community Foundation | |||||||||||||
| PC | to support grantmaking in Baja California Sur | $1,106,395 | 2505 N Avenue | National City | CA | 91950 | |||||||
| International Community Foundation | |||||||||||||
| PC | for the La Paz Special Projects Fund at International Community Foundation. | $375,395 | 2505 N Avenue | National City | CA | 91950 | |||||||
| International Community Foundation | |||||||||||||
| PC | to support the La Paz Special Projects Fund | $5,508,501 | 2505 N Avenue | National City | CA | 91950 | |||||||
| International Generosity Foundation Trust | |||||||||||||
| PC | to support grantmaking for international nonprofits | $961,275 | 1901 Ulmerton Rd Suite 400 | Clearwater | FL | 33762 | |||||||
| Justice Outside | |||||||||||||
| PC | Leadership capacity building to increase place-base teaching and learning and youth access to the outdoors | $500,000 | 1624 Franklin St | Oakland | CA | 94612 | |||||||
| Justice Outside | |||||||||||||
| PC | To leverage public funding for Place Based Teaching & Learning | $100,000 | 1624 Franklin St | Oakland | CA | 94612 | |||||||
| Justice Outside | |||||||||||||
| PC | to support the Blue Sky Advocacy Project | $30,000 | 1624 Franklin St | Oakland | CA | 94612 | |||||||
| LegacyWorks Group | |||||||||||||
| PC | to provide program support for Mexico-based activities | $350,000 | 521 Santa Barbara St | Santa Barbara | CA | 93101 | |||||||
| LegacyWorks Group | |||||||||||||
| PC | to support the community in identifying actions and solutions they want to take to advance ocean vitality | $17,000 | 521 Santa Barbara St | Santa Barbara | CA | 93101 | |||||||
| Los Cabos Children's Foundation | |||||||||||||
| PC | To Support the Pediatric Cancer Unit in La Paz | $136,483 | 1715 Yankee Doodle Road Ste 305 | Eagan | MN | 55121 | |||||||
| Meridian Institute | |||||||||||||
| PC | To build local and regional capacity and resources to address the outcomes of climate shifts | $200,000 | PO Box 1829 | Dillon | CO | 80435 | |||||||
| Nos Noroeste Sustentable AC | |||||||||||||
| Belisario Dominguez No 2310 | La Paz | BS | MX | 23000 | PC | To Support flourishing and resilient communities | $150,000 | esquina Manuel Pineda | |||||
| Ocean Discovery Institute | |||||||||||||
| PC | to support efforts for the Place Based Teaching & Learning international education network | $2,100 | 4255 Thorn Street | San Diego | CA | 92105 | |||||||
| Ocean Discovery Institute | |||||||||||||
| PC | to expand the Ocean Discovery Institute model to Hoover High School, integrate curriculum that supports the development of a math identity throughout programs, create workforce development support systems, and engage with the PBT&L international network | $210,000 | 4255 Thorn Street | San Diego | CA | 92105 | |||||||
| Oregon State University | |||||||||||||
| GOV | To expand and strengthen partnerships on Oregon's south coast to build engagement and career-connected learning opportunities for students through marine and coastal environmental education | $215,000 | DIVISION OF RESEARCH AND INNOVATION | Corvallis | OR | 973312140 | A312 Kerr Administration | ||||||
| Outreach International | |||||||||||||
| PC | to support general operations | $15,000 | 112 W 18th St | Kansas City | MO | 64108 | |||||||
| Planned Parenthood of the Pacific Southwest | |||||||||||||
| PC | to support general operations | $100,000 | 1075 Camino Del Rio South | San Diego | CA | 92108 | |||||||
| Planned Parenthood of the Pacific Southwest | |||||||||||||
| PC | to support access to reproductive care | $250,000 | 1075 Camino Del Rio South | San Diego | CA | 92108 | |||||||
| Plant With Purpose | |||||||||||||
| PC | to support general operations | $35,000 | 5075 Shoreham Place Suite 240 | San Diego | CA | 92122 | |||||||
| Population Action International dba PAI | |||||||||||||
| PC | to support general operations | $25,000 | 1300 19th St NW Suite 200 | Washington | DC | 20036 | |||||||
| Project Exploration | |||||||||||||
| PC | to support the initiative to empower underserved youth in Chicago's west and southside neighborhoods to address critical environmental and economic challenges through STEM education | $50,000 | 4511 South Evans Avenue | Chicago | IL | 60653 | |||||||
| Pronatura Noroeste AC | |||||||||||||
| C Dcima Nm 60 | Ensenada | BN | MX | 22800 | PC | Biodiversity and Abundance Study for Los Planes Watershed | $114,257 | esq Ryerson Zona Centro | |||||
| Pronatura Noroeste AC | |||||||||||||
| C Dcima Nm 60 | Ensenada | BN | MX | 22800 | PC | to support efforts for the Place Based Teaching & Learning international education network | $2,100 | esq Ryerson Zona Centro | |||||
| Pronatura Noroeste AC | |||||||||||||
| C Dcima Nm 60 | Ensenada | BN | MX | 22800 | PC | To support the consolidation of PNOs ongoing coastal and marine interventions in Baja California Sur | $300,000 | esq Ryerson Zona Centro | |||||
| Raiz de Fondo | |||||||||||||
| Miguel L de Legaspy 443 | La Paz | BS | MX | 23000 | PC | to support general operations | $69,787 | ||||||
| Red de Observadores Ciudadanos AC | |||||||||||||
| Aquiles Serdn 3745 | La Paz | BS | MX | 23060 | PC | to strengthen marine surveillance in the area between Boca del Alamo and Agua Verde, Baja California Sur | $150,000 | ||||||
| Red Turismo Sustentable y Desarrollo Social AC | |||||||||||||
| 2395 General Manuel Mrquez de Len | La Paz | BS | MX | 23040 | PC | to support general operations | $100,000 | ||||||
| Resilient Cities Catalyst Inc | |||||||||||||
| PC | to support Oceanside Renewal & Scaling | $200,000 | 315 Clinton Ave Apt 2 | Brooklyn | NY | 11205 | |||||||
| Rusted Gate Farm | |||||||||||||
| PC | to support efforts for the Place Based Teaching & Learning international education network | $2,100 | 5700 Upton Rd | Central Point | OR | 975029469 | |||||||
| San Diego History Center | |||||||||||||
| PC | to support Geography of Hope | $150,000 | 1649 El Prado Suite 3 | San Diego | CA | 92101 | |||||||
| San Diego Natural History Museum | |||||||||||||
| PC | Biodiversity and Abundance Study for Los Planes Watershed | $108,517 | 1788 El Prado | San Diego | CA | 92101 | |||||||
| San Diego Natural History Museum | |||||||||||||
| PC | to support general operations | $200,000 | 1788 El Prado | San Diego | CA | 92101 | |||||||
| San Diego Natural History Museum | |||||||||||||
| PC | to support The Nat Campaign | $4,000,000 | 1788 El Prado | San Diego | CA | 92101 | |||||||
| Seed Savers Exchange Inc | |||||||||||||
| PC | to support general operations | $25,000 | 3074 North Winn Road | Decorah | IA | 52101 | |||||||
| Shelburne Farms | |||||||||||||
| PC | to support efforts for the Place Based Teaching & Learning international education network | $2,100 | 1611 Harbor Rd | Shelburne | VT | 05482 | |||||||
| Shelburne Farms | |||||||||||||
| PC | to support efforts to engage communities in meaningful place-based teaching and learning | $25,000 | 1611 Harbor Rd | Shelburne | VT | 05482 | |||||||
| SmartFish Rescate de Valor AC | |||||||||||||
| Mrquez de Len 2395 | La Paz | BS | MX | 23000 | PC | to expand the seafood rescue value model in Baja California Sur | $250,000 | ||||||
| Sociedad de Historia Natural Niparaja | |||||||||||||
| Revolucin de 1910 430 | La Paz | BS | MX | 23020 | PC | National Program to Strengthen Fishing Organizations | $10,000 | ||||||
| Sociedad de Historia Natural Niparaja | |||||||||||||
| Revolucin de 1910 430 | La Paz | BS | MX | 23020 | PC | To provide legal, operational, and management support for Rancho San Carlos | $66,373 | ||||||
| Sociedad de Historia Natural Niparaja | |||||||||||||
| Revolucin de 1910 430 | La Paz | BS | MX | 23020 | PC | To support Community Surveillance Fund | $56,480 | ||||||
| Sociedad de Historia Natural Niparaja | |||||||||||||
| Revolucin de 1910 430 | La Paz | BS | MX | 23020 | PC | To support the Integrated management of Baja California Sur biocultural landscape from the sierra to the sea | $402,920 | ||||||
| SOS Oceanside | |||||||||||||
| PC | to support the 2024 Organizational Growth Support | $40,000 | 1831 Andy Ln | Oceanside | CA | 920545516 | |||||||
| Southern Oregon Education Service District Education Association | |||||||||||||
| GOV | to support a collaborative project connecting educators with leaders in blue and green industries to co-create impactful, student-centered projects | $50,000 | 101 N Grape St | Medford | OR | 975012736 | |||||||
| Special Forces Charitable Trust | |||||||||||||
| PC | to support general operations | $35,000 | PO Box 53 | Southern Pines | NC | 28388 | |||||||
| Stronger America Through Seafood Inc | |||||||||||||
| NC | to support an Aquaculture Media Strategy Years 4-5 | $75,000 | 1209 Orange Street | Wilmington | DE | 19801 | |||||||
| Sustainable Northwest | |||||||||||||
| PC | to support a sustainable financial and economic paradigm for forest health | $399,838 | 233 SW Naito Pkwy | Portland | OR | 97204 | |||||||
| TeamBrownsville Inc | |||||||||||||
| PC | to establish an Emergency Fund for border communities | $50,000 | PO 3945 | Brownsville | TX | 78520 | |||||||
| Terra Peninsular | |||||||||||||
| C Tercera 1282 | Ensenada | BN | MX | 22830 | PC | to support San Quintin Bay clean-up | $51,542 | ||||||
| Teton Literacy Center | |||||||||||||
| PC | to support efforts for the Place Based Teaching & Learning international education network | $2,817 | 1715 High School Road 260 PO Box 46 | Jackson | WY | 83001 | 5 | ||||||
| Teton Science Schools | |||||||||||||
| PC | to support efforts for the Place Based Teaching & Learning international education network | $2,100 | 700 Coyote Canyon Road | Jackson | WY | 83001 | |||||||
| Teton Science Schools | |||||||||||||
| PC | To support career exposure and Place Based Teaching & Learning gathering | $6,000 | 700 Coyote Canyon Road | Jackson | WY | 83001 | |||||||
| Teton Science Schools | |||||||||||||
| PC | to support the Summer Camp Collaboration with EPI and EIS | $67,221 | 700 Coyote Canyon Road | Jackson | WY | 83001 | |||||||
| The San Diego Foundation | |||||||||||||
| PC | to catalyze a network model that scales place-based learning approaches to result in ocean and land and water careers, and active citizenship | $625,000 | 2508 Historic Decatur Road | San Diego | CA | 921066138 | |||||||
| The San Diego Foundation | |||||||||||||
| PC | to support efforts for the Place Based Teaching & Learning international education network | $5,000 | 2508 Historic Decatur Road | San Diego | CA | 921066138 | |||||||
| The San Diego Foundation | |||||||||||||
| PC | to support the Binational Resilience Initiative | $150,000 | 2508 Historic Decatur Road | San Diego | CA | 921066138 | |||||||
| The Telos Group | |||||||||||||
| PC | to support Peacemaking in US and Abroad | $150,000 | PO Box 70872 | Washington | DC | 20024 | |||||||
| Umbela Transformaciones Sostenibles | |||||||||||||
| Tepalcatitla 39 int 201 | Mexico City | DF | MX | 04020 | PC | To provide Air Quality Alliance Project Manager | $26,722 | ||||||
| University of Minnesota Foundation | |||||||||||||
| PC | to support the Center for Infectious Disease Research and Policy | $1,150,914 | McNamara Alumni Center 200 Oak St S | Minneapolis | MN | 55455 | |||||||
| University of Wyoming | |||||||||||||
| GOV | to support general operations | $20,000 | Wyoming Public Radio | Laramie | WY | 82071 | |||||||
| University of Wyoming Foundation | |||||||||||||
| PC | to support the Data to Decisions 2024 project | $100,000 | 222 S 22ND ST | Laramie | WY | 82070 | |||||||
| Urban Ecology Center Inc | |||||||||||||
| PC | To provide high school students with the resources and guidance they need to make connections within themselves, their communities, and nature | $91,267 | 1500 E Park Place | Milwaukee | WI | 53211 | |||||||
| Urban Ecology Center Inc | |||||||||||||
| PC | to support efforts for the Place Based Teaching & Learning international education network | $2,100 | 1500 E Park Place | Milwaukee | WI | 53211 | |||||||
| Urbanera | |||||||||||||
| Calle Guadalupe Victoria | La Paz | BS | MX | 23020 | PC | To improve ecosystem Services to Urban La Paz | $196,150 | y Calle Francisco Madero | |||||
| US Water Partnership | |||||||||||||
| PC | To support the Hydrogeological and Ecological Study for Los Planes Watershed | $528,152 | 2900 S Quincy St Ste 375 | Arlington | VA | 22206 | |||||||
| Valley School of Southern Oregon | |||||||||||||
| PC | to support general operations | $10,000 | 857 Valley View Dr | Medford | OR | 97504 | |||||||
| Valley School of Southern Oregon | |||||||||||||
| PC | to support the Valley School and Rusted Gate Farm PBT&L Collaboration | $50,000 | 857 Valley View Dr | Medford | OR | 97504 | |||||||
| Voices Jackson Hole | |||||||||||||
| PC | to support capacity building for Voices Jackson Hole | $100,000 | PO Box 3725 | Jackson | WY | 83001 | |||||||
| Voices Jackson Hole | |||||||||||||
| PC | to support general operations | $50,000 | PO Box 3725 | Jackson | WY | 83001 | |||||||
| Whitebark Pine Ecosystem Foundation | |||||||||||||
| PC | to support general operations | $25,000 | PO Box 17943 | Missoula | MT | 59808 | |||||||
| Wildcoast | |||||||||||||
| PC | To improve mangrove conservation in El Cajoncito in La Paz Bay | $60,000 | 2120 Jimmy Durante Blvd | Del Mar | CA | 920142269 | |||||||
| World Resources Institute | |||||||||||||
| PC | To support Green Financing: first steps toward establishing a priority-setting system for natural infrastructure projects in Baja California Sur | $75,000 | 10 G Street NE Suite 800 | Washington | DC | 20002 | |||||||
| World Wildlife Fund | |||||||||||||
| PC | To support Sustainable Shipping in las Baja Californias, Mexico | $87,250 | 1250 24th St NW | Washington | DC | 20037 | |||||||
| Wyoming Agriculture in the Classroom | |||||||||||||
| PC | to support efforts for the Place Based Teaching & Learning international education network | $2,100 | PO Box 347 | Cheyenne | WY | 82003 | |||||||
| Wyoming Agriculture in the Classroom | |||||||||||||
| PC | to support the recruitment and retention of Wyoming-based educators | $25,000 | PO Box 347 | Cheyenne | WY | 82003 | |||||||
| Yale University | |||||||||||||
| PC | Capacity-building tools for local ranchers and producers in Baja California Sur | $14,770 | 25 Science Park 150 Munson Street | New Haven | CT | 06511 | |||||||
| Zoological Society of San Diego | |||||||||||||
| PC | to support general operations | $10,000 | PO Box 120551 | San Diego | CA | 921120551 | |||||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $28,462,827 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $3,872,857 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $6,060,998 | ExclusionAmt |
Other Revenue Described OtherRevenueDescribedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | NORTHERN TRUST | Desc |
| Exclusion | 14 | ExclusionCd |
| Exclusion | $7,081 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $9,940,936 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $9,940,936 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | Yes (true) | 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 |
Transfer Schedule Detail TransferScheduleDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Line Number | 1a(1) | LineNumberTxt |
| Involved | $75,000 | InvolvedAmt |
Noncharitable Exempt Org Name NoncharitableExemptOrgName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Stronger America through Seafood Inc | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Transfers Trans And Shr Arrngm | TO SUPPORT AN AQUACULTURE MEDIA STRATEGY. | TransfersTransAndShrArrngmDesc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| 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 (3 entries)
| ContributorContributorNum | Address Line1ContributorUSAddress/AddressLine1Txt | CityContributorUSAddress/CityNm | State AbbreviationContributorUSAddress/StateAbbreviationCd | ZIPContributorUSAddress/ZIPCd | Total ContributionsTotalContributionsAmt | Noncash ContributionNoncashContributionInd |
|---|---|---|---|---|---|---|
| CHRISTY R WALTON | ||||||
| 1 | PO BOX 1860 | BENTONVILLE | AR | 72712 | $6,218,145 | Yes (X) |
| LUKAS T WALTON | ||||||
| 2 | PO BOX 1860 | BENTONVILLE | AR | 72712 | $2,467,340 | Yes (X) |
| CHRISTY R WALTON | ||||||
| 3 | PO BOX 1860 | BENTONVILLE | AR | 72712 | $11,770 | Yes (X) |
Non Cash Property Contribution NonCashPropertyContributionGrp (3 entries)
| ContributorContributorNum | Noncash PropertyNoncashPropertyDesc | Fair Market ValueFairMarketValueAmt | ReceivedReceivedDt |
|---|---|---|---|
| 1 | Various stocks from Northern Trust - See Attachment | $6,218,145 | 2024-12-17 |
| 2 | 38,000 SHARES OF PUBLICLY TRADED SECURITIES | $2,467,340 | 2024-05-29 |
| 3 | 194 SHARES OF PUBLICLY TRADED SECURITIES | $11,770 | 2024-12-23 |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | Accounting Fees | CategoryTxt |
| Amt | $82,234 | Amt |
| Disbursements Charitable Prps | $82,234 | DisbursementsCharitablePrpsAmt |
Expenditure Responsibility Stmt ExpenditureResponsibilityStmt
Expenditure Responsibility ExpenditureResponsibilityGrp (9 entries)
| Address Line1ForeignAddress/AddressLine1Txt | Address Line2ForeignAddress/AddressLine2Txt | CityForeignAddress/CityNm | 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Amigos para la Conservacion de Cabo Pulmo | |||||||||||||||||
| Calle Cabo Fierro SN entre | Santa Mara La Ribera y 5 de mayo | La Ribera | BS | MX | 23570 | 2024-06-28 | $30,000 | To facilitate a high level of community participation and scientific input for the design of the management plan for the Parque Nacional Cabo Pulmo | $21,576 | none | 03/04/2025 | 2025-03-04 | 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 VERIFIICATION BY THE FOUNDATION IS DEEMED NECESSARY. | ||||
| Andale La Paz AC | |||||||||||||||||
| Av Ayuntamiento | El Triunfo | BS | MX | 23210 | 2022-08-19 | $35,000 | TO SUPPORT CONSTRUCTION OF COMMUNITY ORCHARDS AND IMPLEMENTATION OF SOWING ACTIVITIES FOR LA VENTANA-EL SARGENTO, EL ANCON AND EL TRIUNFO COMMUNITIES. | $35,000 | none | 02/28/2023, 02/27/2024, 04/23/2025 | 2025-04-23 | 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 VERIFIICATION BY THE FOUNDATION IS DEEMED NECESSARY. | |||||
| Asociacion Mexicana de Ostricultores AC | |||||||||||||||||
| Calle Allende No 36 | Colonia Centro | La Paz | BS | MX | 23000 | 2023-02-24 | $40,000 | TO IMPROVE COMMUNITY OYSTER FARMING. | $40,000 | none | 8/9/2024, 04/14/2025 | 2025-04-14 | 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 VERIFIICATION BY THE FOUNDATION IS DEEMED NECESSARY. | ||||
| Asociacion Mexicana de Ostricultores AC | |||||||||||||||||
| Calle Allende No 36 | Colonia Centro | La Paz | BS | MX | 23000 | 2024-06-14 | $97,277 | For advancing collaboration in oyster farming ecosystem in Baja California Sur | $97,277 | none | 03/13/2025 | 2025-03-13 | 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 VERIFIICATION BY THE FOUNDATION IS DEEMED NECESSARY. | ||||
| Centro Latinoamericano de Gestion Ambiental AC | |||||||||||||||||
| lvaro Obregn 44 San Antonio | San Cristbal de las Casas | CP | MX | 29250 | 2024-05-03 | $95,055 | to test a series of trials of the Balandra MPA tourism management and reservation system. | $61,664 | none | 03/03/2025 | 2025-03-03 | 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 VERIFIICATION BY THE FOUNDATION IS DEEMED NECESSARY. | |||||
| Comite de Sanidad Acuicola de Baja California Sur ac | |||||||||||||||||
| Agricultura 1555 entre | Mxico y Durango | La Paz | BS | MX | 23070 | 2024-12-06 | $40,569 | to build capacity in rural oyster farms to adopt more sustainable practices. | $0 | NONE | 10/21/2025 | 2025-10-21 | 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 VERIFIICATION BY THE FOUNDATION IS DEEMED NECESSARY. | ||||
| Efecto Arena AC | |||||||||||||||||
| Lic Primo Verdad 2135 local 2 | Colonia Centro | La Paz | BS | MX | 23000 | 2024-08-23 | $265,011 | To educate youth in coral conservation, restore coral populations and increase Efecto Arena's financial sustainability. | $121,113 | none | 02/27/2025 | 2025-02-27 | 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 VERIFIICATION BY THE FOUNDATION IS DEEMED NECESSARY. | ||||
| Efecto Arena AC | |||||||||||||||||
| Lic Primo Verdad 2135 local 2 | Colonia Centro | La Paz | BS | MX | 23000 | 2024-11-01 | $31,246 | To support nature-based tourism in La Ventana. | $31,246 | none | 4/15/2025 | 2025-04-15 | 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 VERIFIICATION BY THE FOUNDATION IS DEEMED NECESSARY. | ||||
| Stronger America Through Seafood Inc | |||||||||||||||||
| 2023-04-14 | $150,000 | TO SUPPORT AN AQUACULTURE MEDIA STRATEGY. | $137,706 | none | 5/28/2024, 05/19/2025 | 2025-05-19 | 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 VERIFIICATION BY THE FOUNDATION IS DEEMED NECESSARY. | 1209 Orange Street | Wilmington | DE | 19801 | ||||||
Gain Loss Sale Other Assets Sch GainLossSaleOtherAssetsSch
Gain Loss Sale Other Asset GainLossSaleOtherAssetGrp (6 entries)
| AssetAssetDesc | Gross Sales PriceGrossSalesPriceAmt | BasisBasisAmt | Total NetTotalNetAmt | How AcquiredHowAcquiredTxt |
|---|---|---|---|---|
| 38,000 SHARES OF PUBLICLY TRADED SECURITIES | $2,472,690 | $2,467,340 | $5,350 | |
| NT TPI - VARIOUS STOCKS | $10,787,385 | $9,657,787 | $1,129,598 | P |
| NT TPI - CAPITAL GAIN DISTRIBUTION | $7,412 | $7,412 | P | |
| NT TPI - VARIOUS STOCKS | $32,503,039 | $27,686,378 | $4,816,661 | P |
| NT BRECKINRIDGE - VARIOUS STOCKS | $13,976,949 | $13,909,208 | $67,741 | P |
| NT BRECKINRIDGE - VARIOUS STOCKS | $16,251,496 | $16,217,260 | $34,236 | P |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (3 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| Northern Trust | AT COST | $1,401,589 | $1,133,983 |
| Northern Trust Account - Breckinridge | AT COST | $30,458,068 | $31,132,733 |
| Northern Trust Account - TPI Climate | AT COST | $78,178,937 | $93,839,174 |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL FEES | CategoryTxt |
| Legal Fees | $24,213 | LegalFeesAmt |
| Disbursements Charitable Prps | $24,213 | DisbursementsCharitablePrpsAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (3 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|
| Memberships & Subscriptions | $59,592 | $59,592 |
| Miscellaneous | $13,927 | $13,927 |
| Supplies | $3,864 | $3,864 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | NORTHEN TRUST | Desc |
| Revenue And Expenses Per Books | $7,081 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $7,081 | NetInvestmentIncomeAmt |
Other Notes Loans Rcvbl Long Sch OtherNotesLoansRcvblLongSch
Other Notes Loans Rcvbl Long OtherNotesLoansRcvblLongGrp
Borrower Name BorrowerNameGrp
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | FRB Catalyst Facility LLC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Insider Relationship | None | InsiderRelationshipTxt |
| Loan Original | $3,000,000 | LoanOriginalAmt |
| Balance Due | $3,000,000 | BalanceDueAmt |
| Note | 2023-02 | NoteDt |
| Loan Maturity | 2032-11 | LoanMaturityDt |
| Repayment Terms | Interest due annually beginning December 15, 2023. Principal due annually beginning June 15, 2029. | RepaymentTermsTxt |
| Interest | 1.0 | InterestRt |
| Security Provided Borrower | None | SecurityProvidedBorrowerTxt |
| Loan Purpose | to provide loans to Subsidiaries of Blue Forest that were formed to finance Forest Resilience Bonds | LoanPurposeTxt |
| Lender Consideration | cash | LenderConsiderationDesc |
| Consideration FMV | $3,000,000 | ConsiderationFMVAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|---|
| Consulting Fees | $1,867,083 | $1,867,083 | |
| Administrator & Management Fees | $1,032,396 | $1,032,396 | |
| Investment Management Fees | $268,119 | $268,119 |
Substantial Contributors Sch SubstantialContributorsSch
Substantial Contributor Detail SubstantialContributorDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CIENEGA INVESTMENTS LLC | BusinessNameLine1Txt |
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 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | NT - Foreign Taxes | CategoryTxt |
| Amt | $186,042 | Amt |
| Net Investment Income | $186,042 | NetInvestmentIncomeAmt |