The Kendeda Fund: Form 990PF, tax year 2014
View the entire original 990 at ProPublica ↗
- Organization
- The Kendeda Fund (EIN 20-6881642)
- Tax period
- 2014-01-01 to 2014-12-31
- Filed
- 2015-08-04
- IRS object ID
- 201512169349100021
- Schema version
- 2014v5.0
- 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
- Depreciation Schedule
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Investments Govt Obligations Sch
- Other Expenses Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2015-08-04T14:39:25-05:00 | ReturnTs |
| Tax Period End | 2014-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Foundation Source | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | One Hollow Ln Ste 212 | AddressLine1Txt |
| City | Lake Success | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 11042 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2014-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 206881642 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | The Kendeda Fund | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| In Care Of | % Foundation Source | InCareOfNm |
| Business Name Control | KEND | BusinessNameControlTxt |
| Phone | 8008391754 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | Foundation Source 501 Silverside Rd | AddressLine1Txt |
| Address Line2 | Suite 123 | AddressLine2Txt |
| City | Wilmington | CityNm |
| State Abbreviation | DE | StateAbbreviationCd |
| ZIP | 198091377 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | barry n berlin | PersonNm |
| Person Title | trustee | PersonTitleTxt |
| Phone | 8008391754 | PhoneNum |
| Signature | 2015-08-03 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Jeffrey D Haskell | PreparerPersonNm |
| PTIN | P01345770 | PTIN |
| Phone | 8008391754 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2014 | TaxYr |
| Build TS | 2016-03-07 17:11:31Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $55,593,266 | 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 | $17,688,000 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $1,547 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $1,547 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $1,404,676 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $1,304,306 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $880,209 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $61,606,065 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $26,358,666 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $19,974,432 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $27,664,519 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $255,040 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $255,040 | CompOfcrDirTrstNetInvstIncmAmt |
| Oth Empl Slrs Wgs Rev And Expnss | $84,000 | OthEmplSlrsWgsRevAndExpnssAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $84,000 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Pension Empl Bnft Rev And Expnss | $6,426 | PensionEmplBnftRevAndExpnssAmt |
| Pension Empl Bnft Dsbrs Chrtbl | $6,426 | PensionEmplBnftDsbrsChrtblAmt |
| Other Prof Fees Rev And Expnss | $394,435 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Dsbrs Chrtbl | $394,435 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $629,909 | TaxesRevAndExpnssAmt |
| Trav Conf Meeting Rev And Expnss | $96,274 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $96,274 | TravConfMeetingDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $90,593 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $70 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $90,523 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $1,556,677 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $255,110 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $671,658 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $33,166,764 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $33,166,764 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $34,723,441 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $255,110 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $33,838,422 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$14,749,009 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $27,409,409 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $4,073,023 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $9,852,220 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $9,852,220 | SavAndTempCashInvstEOYFMVAmt |
| Acct Rcvbl | $7,866 | AcctRcvblAmt |
| Acct Rcvbl EOY | $7,866 | AcctRcvblEOYAmt |
| Acct Rcvbl EOYFMV | $7,866 | AcctRcvblEOYFMVAmt |
| US Government Obligations BOY | $4,307,398 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $2,180,957 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $2,078,911 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $53,062,519 | CorporateStockBOYAmt |
| Corporate Stock EOY | $34,274,144 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $34,936,934 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $8,636,349 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $9,015,093 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $8,717,335 | CorporateBondsEOYFMVAmt |
| Total Assets BOY | $70,079,289 | TotalAssetsBOYAmt |
| Total Assets EOY | $55,330,280 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $55,593,266 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Retained Earning BOY | $70,079,289 | RetainedEarningBOYAmt |
| Retained Earning EOY | $55,330,280 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $70,079,289 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $55,330,280 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $70,079,289 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $55,330,280 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $70,079,289 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$14,749,009 | ExcessRevenueOverExpensesAmt |
| Subtotal | $55,330,280 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $55,330,280 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Property | Publicly-traded Securities | PropertyDesc |
| Gross Sales Price | $61,606,065 | GrossSalesPriceAmt |
| Cost Or Other Basis | $35,247,399 | CostOrOtherBasisAmt |
| Gain Or Loss | $26,358,666 | GainOrLossAmt |
| Gains Minus Excess Or Losses | $26,358,666 | GainsMinusExcessOrLossesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $26,358,666 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $27,927,511 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $67,261,107 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.41521 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $29,619,805 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $41,776,860 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.709 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $30,124,604 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $11,087,228 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 2.717055 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $29,113,392 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $10,678,558 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 2.726341 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $31,361,140 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $13,872,695 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 2.260638 | DistributionYr5Rt |
| Total Distribution | 8.828244 | TotalDistributionRt |
| Average Distribution | 1.765649 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $61,075,588 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $107,838,051 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $274,094 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $108,112,145 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $33,838,422 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $548,188 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $548,188 | SubtotalAmt |
| Tax Based On Investment Income | $548,188 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $473,900 | EstimatedPlusOvpmtIncmTxAmt |
| Applied To Es Tax | $74,288 | AppliedToEsTaxAmt |
| Total Payments And Credits | $548,188 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
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 | Yes (true) | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (true) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Org Report Or Register State | GA | 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 |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Foundation Source | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 8008391754 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 501 Silverside Road Suite 123 | AddressLine1Txt |
| City | Wilmington | CityNm |
| State Abbreviation | DE | StateAbbreviationCd |
| ZIP | 198091377 | 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 | false | 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 | false | GrantsToOrganizationsInd |
| Noncharitable Purpose | false | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Atlantic Trust Company NA | PersonNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | Foundation Source 501 Silverside Rd | AddressLine1Txt |
| City | Wilmington | CityNm |
| State Abbreviation | DE | StateAbbreviationCd |
| ZIP | 198091377 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Title | Trustee | TitleTxt |
| Average Hrs Per Wk Devoted To Pos | 1.0 | AverageHrsPerWkDevotedToPosRt |
| Compensation | $255,040 | CompensationAmt |
Compensation Highest Paid Empl CompensationHighestPaidEmplGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | DENA KIMBALL | PersonNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 994 CARMEL AVENUE NE | AddressLine1Txt |
| City | ATLANTA | CityNm |
| State Abbreviation | GA | StateAbbreviationCd |
| ZIP | 30307 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Title | 0 | TitleTxt |
| Average Hrs Per Wk Devoted To Pos | 0 | AverageHrsPerWkDevotedToPosRt |
| Compensation | $84,000 | CompensationAmt |
Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp (3 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Service TypeServiceTypeTxt | CompensationCompensationAmt |
|---|---|---|---|---|---|
| Diane Ives Consulting Inc | |||||
| 122 PARK AVE | TAKOMA PARK | MD | 20912 | PHILANTHROPIC CONS. | $264,000 |
| Foundation Source | |||||
| 55 Walls Drive 3rd Floor | Fairfield | CT | 06824 | Administrative | $89,500 |
| McNamara Consulting Inc | |||||
| PO BOX 101 | BOZEMAN | MT | 59771 | PHILANTHROPIC CONS. | $57,025 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Summary Of Direct Chrtbl Acty | SummaryOfDirectChrtblActyGrp | |
| Sum Of Program Related Invst | SumOfProgramRelatedInvstGrp |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $55,276,410 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $6,729,263 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $62,005,673 | TotalFMVOfUnusedAssetsAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $62,005,673 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $930,085 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $61,075,588 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $3,053,779 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $3,053,779 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $548,188 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $548,188 | TotalTaxAmt |
| Distributable Before Adj | $2,505,591 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $2,505,591 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $2,505,591 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $33,838,422 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Charitable Assets Acquis Paid | $0 | CharitableAssetsAcquisPaidAmt |
| Set Aside Suitability Test | $0 | SetAsideSuitabilityTestAmt |
| Set Aside Cash Distri Test | $0 | SetAsideCashDistriTestAmt |
| Qualifying Distributions | $33,838,422 | QualifyingDistributionsAmt |
| Adjusted Qualifying Distri | $33,838,422 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $2,505,591 | DistributableAsAdjustedAmt |
| Prior Year1 | 2012 | PriorYear1Yr |
| Prior Year2 | 2011 | PriorYear2Yr |
| Prior Year3 | 2010 | PriorYear3Yr |
| Excess Distribution Cyov Yr5 | $31,361,140 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $29,038,687 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $30,124,604 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $29,045,845 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $25,326,965 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $144,897,241 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $33,838,422 | QualifyingDistributionsAmt |
| Applied To Current Year | $2,505,591 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $31,332,831 | RemainingDistriFromCorpusAmt |
| Total Corpus | $176,230,072 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov From Yr5 | $31,361,140 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $144,868,932 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $29,038,687 | ExcessFromYear4Amt |
| Excess From Year3 | $30,124,604 | ExcessFromYear3Amt |
| Excess From Year2 | $29,045,845 | ExcessFromYear2Amt |
| Excess From Year1 | $25,326,965 | ExcessFromYear1Amt |
| Excess From Current Year | $31,332,831 | ExcessFromCurrentYearAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Private Operating Foundations | PrivateOperatingFoundationsGrp |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | NONE | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (110 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line1RecipientForeignAddress/AddressLine1Txt | CityRecipientForeignAddress/CityNm | CountryRecipientForeignAddress/CountryCd | Foreign PostalRecipientForeignAddress/ForeignPostalCd |
|---|---|---|---|---|---|---|---|---|---|---|---|
| 350ORG | |||||||||||
| 20 JAY ST STE 1010 | BROOKLYN | NY | 11201 | N/A | PC | General & Unrestricted | $500,000 | ||||
| AEON | |||||||||||
| 901 N 3RD ST STE 150 | MINNEAPOLIS | MN | 55401 | N/A | PC | the Rose Program | $675,000 | ||||
| ALASKA WILDERNESS LEAGUE | |||||||||||
| 122 C ST NW STE 240 | WASHINGTON | DC | 20001 | N/A | PC | General & Unrestricted | $30,000 | ||||
| AMERICAN JEWISH WORLD SERVICE INC | |||||||||||
| 45 W 36TH ST 11TH FL | NEW YORK | NY | 10018 | N/A | PC | AJWS Child Marriage Initiative | $4,105,965 | ||||
| AMERICAN RIVERS INC | |||||||||||
| 1100 14TH ST NW STE 1400 | WASHINGTON | DC | 20005 | N/A | PC | general operations and the Campaign for Montana's Headwaters | $205,000 | ||||
| ATLANTA BOTANICAL GARDEN INC | |||||||||||
| 1345 PIEDMONT AVE NE | ATLANTA | GA | 30309 | N/A | PC | Conservation and Training Center Renovation and Expansion | $3,000,000 | ||||
| BLACKFOOT CHALLENGE INC | |||||||||||
| PO BOX 103 | OVANDO | MT | 59854 | N/A | PC | Economic Workgroup and Education Partnerships | $40,000 | ||||
| BLESSED EARTH INC | |||||||||||
| 450 OLD VINE ST 3RD FL | LEXINGTON | KY | 40507 | N/A | PC | General & Unrestricted | $500,000 | ||||
| CAPITAL INSTITUTE | |||||||||||
| 73 ARCH ST | GREENWICH | CT | 06830 | N/A | PC | Field Guide Program | $100,000 | ||||
| CAPITAL INSTITUTE | |||||||||||
| 73 ARCH ST | GREENWICH | CT | 06830 | N/A | PC | Year in the Life Program and Communications initiative | $100,000 | ||||
| CENTER FOR MAXIMUM POTENTIAL BUILDING SYSTEMS INC | |||||||||||
| 8604 FARM TO MARKET 969 | AUSTIN | TX | 78724 | N/A | PC | General & Unrestricted | $50,000 | ||||
| CHATTAHOOCHEE RIVERKEEPER INC | |||||||||||
| 916 JOSEPH LOWERY BLVD NW PURITAN | ATLANTA | GA | 30318 | N/A | PC | Lake Lanier Aquatic Learning Center & Neighborhood Water Watch Project | $40,000 | ||||
| COOPERATIVE FOR ASSISTANCE AND RELIEF EVERYWHERE | |||||||||||
| PO BOX 1871 | MERRIFIELD | VA | 22116 | N/A | PC | Tipping Point: Innovation and Advocacy in Addressing Underlying Causes of Child Marriage in Bangladesh, Nepal and the United States | $2,118,000 | ||||
| DEMOCRACY COLLABORATIVE FOUNDATION INC | |||||||||||
| 1422 EUCLID AVE STE 616 | CLEVELAND | OH | 44115 | N/A | PC | General & Unrestricted | $300,000 | ||||
| DETROITERS WORKING FOR ENVIRONMENTAL JUSTICE | |||||||||||
| 4750 WOODWARD AVE STE 417 | DETROIT | MI | 48201 | N/A | PC | General & Unrestricted | $460,000 | ||||
| EARTH ISLAND INSTITUTE INC | |||||||||||
| 2150 ALLSTON WAY STE 460 | BERKELEY | CA | 94704 | N/A | PC | Energy Action Coalition Project | $400,000 | ||||
| ECO-LOGIC DEVELOPMENT FUND | |||||||||||
| 25 MOUNT AUBURN ST STE 203 | CAMBRIDGE | MA | 02138 | N/A | PC | general operations, matching grants for the staff retreat, and coaching for the Open Standards for the Practice of Conservation | $375,000 | ||||
| ECOLOGY CENTER | |||||||||||
| 2530 SAN PABLO AVE | BERKELEY | CA | 94710 | N/A | PC | Environmental Literacy Project: Roots of Success | $63,800 | ||||
| EMERALD CITIES COLLABORATIVE INC | |||||||||||
| 1140 CONNECTICUT AVE NW STE 1210 | WASHINGTON | DC | 20036 | N/A | PC | General & Unrestricted | $500,000 | ||||
| ENERGY ACTION COALITION | |||||||||||
| 205 NEW YORK AVE NW | WASHINGTON | DC | 20001 | N/A | PC | General & Unrestricted | $300,000 | ||||
| ENTERPRISE COMMUNITY PARTNERS INC | |||||||||||
| 70 CORPORATE CENTER 11000 BROKEN L | COLUMBIA | MD | 21044 | N/A | PC | Enterprise Rose Architectural Fellowship Program | $625,000 | ||||
| ENTERPRISE COMMUNITY PARTNERS INC | |||||||||||
| 70 CORPORATE CENTER 11000 BROKEN L | COLUMBIA | MD | 21044 | N/A | PC | Green Communities Initiative | $625,000 | ||||
| ENTERPRISE COMMUNITY PARTNERS INC | |||||||||||
| 70 CORPORATE CENTER 11000 BROKEN L | COLUMBIA | MD | 21044 | N/A | PC | National Design Initiative | $820,045 | ||||
| EVERGREEN COOPERATIVE CORPORATION | |||||||||||
| 540 E 105TH ST | CLEVELAND | OH | 44108 | N/A | PC | Evergreen Training and Leadership Development Program | $100,000 | ||||
| FORWARD MT FOUNDATION | |||||||||||
| 500 N HIGGINS AVE STE 103 | MISSOULA | MT | 59802 | N/A | PC | general support and capacity building | $25,000 | ||||
| FUND FOR GLOBAL HUMAN RIGHTS | |||||||||||
| 1666 CONNECTICUT AVE NW STE 4 | WASHINGTON | DC | 20009 | N/A | PC | Environmental Justice Initiative | $50,000 | ||||
| FUNDERS NTWRK FOR SMART GRWTH&LIVABLE COMMUNITIES | |||||||||||
| 1500 SAN REMO AVE | CORAL GABLES | FL | 33146 | N/A | PC | General & Unrestricted | $50,000 | ||||
| FUNDERS NTWRK FOR SMART GRWTH&LIVABLE COMMUNITIES | |||||||||||
| 1500 SAN REMO AVE | CORAL GABLES | FL | 33146 | N/A | PC | Partners for Places Program | $200,000 | ||||
| FUTURE WEST | |||||||||||
| PO BOX 1253 | BOZEMAN | MT | 59771 | N/A | PC | General & Unrestricted | $25,000 | ||||
| FUTURE WEST | |||||||||||
| PO BOX 1253 | BOZEMAN | MT | 59771 | N/A | PC | Capacity Building Program in the High Divide and Southern Crown | $60,000 | ||||
| GALLATIN VALLEY LAND TRUST | |||||||||||
| PO BOX 7021 | BOZEMAN | MT | 59771 | N/A | PC | Building Capacity and Sustainability for GVLT | $150,000 | ||||
| GARRISON INSTITUTE | |||||||||||
| PO BOX 532 | GARRISON | NY | 10524 | N/A | PC | General & Unrestricted | $30,000 | ||||
| GEORGIA INTERFAITH POWER AND LIGHT | |||||||||||
| PO BOX 286 | DECATUR | GA | 30031 | N/A | PC | general operations, Power Wise, and Regional IP & L Policy meeting | $102,067 | ||||
| GEORGIA INTERFAITH POWER AND LIGHT | |||||||||||
| PO BOX 286 | DECATUR | GA | 30031 | N/A | PC | One Region Power Wise Initiative | $60,000 | ||||
| GIRLS NOT BRIDES THE GLOBAL PARTNERSHIP | |||||||||||
| N/A | PC | Girls Not Brides: The Global Partnership to End Child Marriage Initiative | $250,000 | 50 BROOK GREEN BLDG 5 1ST FL | LONDON | UK | W6 7B | ||||
| GLOBAL ALLIANCE FOR INCINERATOR ALTERNATIVES | |||||||||||
| 1958 UNIVERSITY AVE | BERKELEY | CA | 94704 | N/A | PC | General & Unrestricted | $50,000 | ||||
| GLOBAL FUND FOR WOMEN INC | |||||||||||
| 222 SUTTER ST STE 500 | SAN FRANCISCO | CA | 94108 | N/A | PC | Strengthening Women's Rights Organizations to End Child Marriage | $130,000 | ||||
| GLOBAL GREENGRANTS FUND INC | |||||||||||
| 2840 WILDERNESS PL | BOULDER | CO | 80301 | N/A | PC | general support, Climate Program, and to establish an operating reserve | $220,000 | ||||
| GLOBAL PHILANTHROPY PARTNERSHIP | |||||||||||
| 2440 N LAKEVIEW 15A | CHICAGO | IL | 60614 | N/A | PC | Urban Sustainability Directors Network | $100,000 | ||||
| GREATER YELLOWSTONE COALITION INC | |||||||||||
| 215 S WALLACE AVE | BOZEMAN | MT | 59715 | N/A | PC | General & Unrestricted | $10,000 | ||||
| GREENFAITH | |||||||||||
| 101 S 3RD ST | HIGHLAND PARK | NJ | 08904 | N/A | PC | Green Faith Fellows Program | $100,000 | ||||
| GRIST MAGAZINE INC | |||||||||||
| 710 2ND AVE STE 860 | SEATTLE | WA | 98104 | N/A | PC | General & Unrestricted | $750,000 | ||||
| GRIST MAGAZINE INC | |||||||||||
| 710 2ND AVE STE 860 | SEATTLE | WA | 98104 | N/A | PC | Revenue Generating Innovation Project | $220,000 | ||||
| GRIST MAGAZINE INC | |||||||||||
| 710 2ND AVE STE 860 | SEATTLE | WA | 98104 | N/A | PC | GENERAL OPERATING SUPPORT, GRIST EXPANDS, AND CHALLENGE GRANTS FOR FRIENDS WITH BENEFITS, AND BEACON IN THE SMOG | $97,548 | ||||
| GROUNDSWELL INC | |||||||||||
| 1156 15TH ST NW STE 840 | WASHINGTON | DC | 20005 | N/A | PC | General & Unrestricted | $400,000 | ||||
| GROUNDSWELL INC | |||||||||||
| 1156 15TH ST NW STE 840 | WASHINGTON | DC | 20005 | N/A | PC | Civic Consumption Network | $50,000 | ||||
| HEADWATERS ECONOMICS INC | |||||||||||
| PO BOX 7059 | BOZEMAN | MT | 59771 | N/A | PC | general support and project support for a non-conservation research/policy issue of the organization's choice | $75,000 | ||||
| HEART OF THE ROCKIES INITIATIVE | |||||||||||
| 1790 E 2000 S | DRIGGS | ID | 83422 | N/A | PC | High Divide Conservation Collaborative Program | $25,000 | ||||
| HIGH COUNTRY NEWS | |||||||||||
| PO BOX 1090 | PAONIA | CO | 81428 | N/A | PC | General & Unrestricted | $40,000 | ||||
| HITCHCOCK CENTER INC | |||||||||||
| 525 S PLEASANT ST | AMHERST | MA | 01002 | N/A | PC | General & Unrestricted | $25,000 | ||||
| HITCHCOCK CENTER INC | |||||||||||
| 525 S PLEASANT ST | AMHERST | MA | 01002 | N/A | PC | Building Campaign | $1,000,000 | ||||
| HUMAN RESOURCE DEVELOPMENT COUNCIL OF DISTRICT IX | |||||||||||
| 32 S TRACY AVE | BOZEMAN | MT | 59715 | N/A | PC | Story Mill Housing Project | $31,100 | ||||
| HUMAN RIGHTS WATCH | |||||||||||
| 100 BUSH ST STE 925 | SAN FRANCISCO | CA | 94104 | N/A | PC | Ending Child Marriage in South Asia | $250,000 | ||||
| INTERNATIONAL DOCUMENTARY ASSOCIATION | |||||||||||
| 3470 WILSHIRE BLVD STE 980 | LOS ANGELES | CA | 90010 | N/A | PC | Get in the Way: The Journey of John Lewis | $7,000 | ||||
| INTERNATIONAL LIVING FUTURE INSTITUTE | |||||||||||
| 721 NW 9TH AVE STE 195 | PORTLAND | OR | 97209 | N/A | PC | General & Unrestricted | $600,000 | ||||
| INTERNATIONAL WOMENS HEALTH COALITION | |||||||||||
| 333 7TH AVE | NEW YORK | NY | 10001 | N/A | PC | Strengthening Leadership and Capacity to Promote and Protect the Sexual and Reproductive Rights and Health of Adolescent Girls | $591,000 | ||||
| INTERNEWS NETWORK | |||||||||||
| 876 7TH ST | ARCATA | CA | 95521 | N/A | PC | Earth Journalism Network's Berkeley Scholars Program | $100,000 | ||||
| MANUFACTURING RENAISSANCE | |||||||||||
| 3411 W DIVERSEY AVE STE 10 | CHICAGO | IL | 60647 | N/A | PC | General & Unrestricted | $500,000 | ||||
| MASSACHUSETTS INSTITUTE OF TECHNOLOGY | |||||||||||
| 77 MASSACHUSETTS AVE | CAMBRIDGE | MA | 02139 | N/A | PC | Professor Phil Thompson's Book Project | $50,000 | ||||
| MASSACHUSETTS INSTITUTE OF TECHNOLOGY | |||||||||||
| 77 MASSACHUSETTS AVE | CAMBRIDGE | MA | 02139 | N/A | PC | Community Innovators Lab | $400,000 | ||||
| MINNESOTA PUBLIC RADIO | |||||||||||
| 480 CEDAR ST | SAINT PAUL | MN | 55101 | N/A | PC | Marketplace Sustainability Program | $755,730 | ||||
| MONTANA AUDUBON | |||||||||||
| PO BOX 595 | HELENA | MT | 59624 | N/A | PC | Audubon Conservation Education Center | $10,000 | ||||
| MONTANA CONSERVATION VOTERS EDUCATION FUND | |||||||||||
| PO BOX 853 | BILLINGS | MT | 59103 | N/A | PC | General & Unrestricted | $25,000 | ||||
| MONTANA NATURAL HISTORY CENTER INC | |||||||||||
| 120 HICKORY ST | MISSOULA | MT | 59801 | N/A | PC | Visiting Naturalists in the Schools Program | $40,000 | ||||
| MONTANA OUTDOOR SCIENCE SCHOOL | |||||||||||
| PO BOX 502 | BOZEMAN | MT | 59771 | N/A | PC | General & Unrestricted | $30,000 | ||||
| MONTANA WILDERNESS ASSOCIATION INC | |||||||||||
| 80 S WARREN ST | HELENA | MT | 59601 | N/A | PC | Veterans Outreach Program | $20,000 | ||||
| MONTANA WILDERNESS ASSOCIATION INC | |||||||||||
| 80 S WARREN ST | HELENA | MT | 59601 | N/A | PC | Northwest Montana Community Project | $50,000 | ||||
| MURIE CENTER | |||||||||||
| PO BOX 399 | MOOSE | WY | 83012 | N/A | PC | General & Unrestricted | $10,000 | ||||
| NATIONAL CENTER FOR CIVIL AND HUMAN RIGHTS INC | |||||||||||
| 250 WILLIAMS ST NW | ATLANTA | GA | 30303 | N/A | PC | Human Rights Now for Girls Project | $83,333 | ||||
| NATIONAL FOREST FOUNDATION | |||||||||||
| BLDG 27 STE 3 FORT MISSOULA RD | MISSOULA | MT | 59804 | N/A | PC | Collaboration and National Forest Management in the Interior Mountain West Workshop | $5,000 | ||||
| NATIONAL PARKS CONSERVATION ASSOCIATION | |||||||||||
| 777 6TH ST NW STE 700 | WASHINGTON | DC | 20001 | N/A | PC | General & Unrestricted | $665,017 | ||||
| NATIONAL PUBLIC RADIO INC | |||||||||||
| 1111 N CAPITOL ST NE | WASHINGTON | DC | 20002 | N/A | PC | NPR Environmental Proposal Project | $250,000 | ||||
| NATIONAL RELIGIOUS PARTNERSHIP FOR THE ENVIRONMENT | |||||||||||
| 110 MARYLAND AVE NE | WASHINGTON | DC | 20002 | N/A | PC | Charitable Event | $75,000 | ||||
| NATIONAL WILDLIFE FEDERATION | |||||||||||
| 11100 WILDLIFE CENTER DR | RESTON | VA | 20190 | N/A | PC | General & Unrestricted | $5,000 | ||||
| NATIONAL WILDLIFE FEDERATION | |||||||||||
| 11100 WILDLIFE CENTER DR | RESTON | VA | 20190 | N/A | PC | Campus Ecology Program | $400,000 | ||||
| NATIONAL WILDLIFE FEDERATION | |||||||||||
| 11100 WILDLIFE CENTER DR | RESTON | VA | 20190 | N/A | PC | Northern Rockies Program | $25,000 | ||||
| NATIONAL WILDLIFE FEDERATION | |||||||||||
| 11100 WILDLIFE CENTER DR | RESTON | VA | 20190 | N/A | PC | Atlanta Earth Tomorrow Project | $50,000 | ||||
| NATURE BRIDGE | |||||||||||
| 28 GEARY ST STE 650 | SAN FRANCISCO | CA | 94108 | N/A | PC | Centennial National Park Education Initiative | $100,000 | ||||
| NATURE CONSERVANCY | |||||||||||
| 4245 N FAIRFAX DR STE 100 | ARLINGTON | VA | 22203 | N/A | PC | Montana Legacy Project | $50,000 | ||||
| NEW VENTURE FUND | |||||||||||
| 1201 CONNECTICUT AVE NW STE 3 | WASHINGTON | DC | 20036 | N/A | PC | Fund for a Safer Future | $250,000 | ||||
| NORTHERN PLAINS RESOURCE COUNCIL | |||||||||||
| 220 S 27TH ST STE A | BILLINGS | MT | 59101 | N/A | PC | Derail Coal Program | $65,000 | ||||
| ORION SOCIETY | |||||||||||
| 187 MAIN ST | GREAT BARRINGTON | MA | 01230 | N/A | PC | General & Unrestricted | $300,000 | ||||
| OWL RESEARCH INSTITUTE INC | |||||||||||
| PO BOX 39 | CHARLO | MT | 59824 | N/A | PC | General & Unrestricted | $5,000 | ||||
| PARK COUNTY COMMUNITY FOUNDATION | |||||||||||
| PO BOX 2199 | LIVINGSTON | MT | 59047 | N/A | PC | Gallatin Community Collaborative Program | $7,000 | ||||
| PARK COUNTY COMMUNITY FOUNDATION | |||||||||||
| PO BOX 2199 | LIVINGSTON | MT | 59047 | N/A | PC | Gallatin Community Collaborative Program | $15,000 | ||||
| PROJECT H DESIGN | |||||||||||
| 33 CYPRESS AVE | KENTFIELD | CA | 94904 | N/A | PC | Studio E: Creative Educators Institute | $160,000 | ||||
| PULITZER CENTER ON CRISIS REPORTING | |||||||||||
| 1779 MASSACHUSETTS AVE | WASHINGTON | DC | 20036 | N/A | PC | general operating support, reserve fund challenge grant, and a new donor challenge grant | $841,500 | ||||
| RAINFOREST ALLIANCE INC | |||||||||||
| 233 BROADWAY 28TH FL | NEW YORK | NY | 10279 | N/A | PC | Leapfrog Campaign | $163,521 | ||||
| RES PUBLICA US INC | |||||||||||
| 857 BROADWAY FL 3 | NEW YORK | NY | 10003 | N/A | PC | Charitable Event | $250,000 | ||||
| ROOM TO READ | |||||||||||
| 111 SUTTER ST 16TH FL | SAN FRANCISCO | CA | 94104 | N/A | PC | Girls' Education Program & Research, Evaluation and Monitoring | $209,138 | ||||
| ROOT CAPITAL INC | |||||||||||
| 955 MASSACHUSETTS AVE 5TH FLOO | CAMBRIDGE | MA | 02139 | N/A | PC | Women in Agriculture Initiative | $375,000 | ||||
| SOUTHERN ALLIANCE FOR CLEAN ENERGY | |||||||||||
| PO BOX 1842 | KNOXVILLE | TN | 37901 | N/A | PC | General & Unrestricted | $50,000 | ||||
| SOUTHFACE ENERGY INSTITUTE INC | |||||||||||
| 241 PINE ST NE | ATLANTA | GA | 30308 | N/A | PC | General & Unrestricted | $1,000,000 | ||||
| STUDENT CONSERVATION ASSOCIATION INC | |||||||||||
| 4245 N FAIRFIELD DR STE 825 | ARLINGTON | VA | 22203 | N/A | PC | General & Unrestricted | $720,000 | ||||
| SUSTAINABLE NORTHWEST | |||||||||||
| 813 SW ALDER ST STE 500 | PORTLAND | OR | 97205 | N/A | PC | general operations and challenge grant for reserve and innovation fund | $150,000 | ||||
| THE BIOMIMICRY INSTITUTE | |||||||||||
| PO BOX 9216 | MISSOULA | MT | 59807 | N/A | PC | General & Unrestricted | $400,000 | ||||
| THE BIOMIMICRY INSTITUTE | |||||||||||
| PO BOX 9216 | MISSOULA | MT | 59807 | N/A | PC | Global Network Planning Project | $150,000 | ||||
| THE CARTER CENTER INC | |||||||||||
| 453 FREEDOM PKWY NE | ATLANTA | GA | 30307 | N/A | PC | Mobilizing Faith for Women and Girls Campaign | $250,000 | ||||
| THE NAT'L ENVIRONMENTAL EDUCATION & TRAINING FDN | |||||||||||
| 4301 CONNECTICUT AVE NW STE 160 | WASHINGTON | DC | 20008 | N/A | PC | General & Unrestricted | $400,000 | ||||
| THE REGENERATION PROJECT | |||||||||||
| 369 PINE ST STE 700 | SAN FRANCISCO | CA | 94104 | N/A | PC | Interfaith Power & Light Campaign | $75,000 | ||||
| TRINITY UNIVERSITY | |||||||||||
| ONE TRINITY PL BUSINESS OFC | SAN ANTONIO | TX | 78212 | N/A | PC | Putting on the Dog Book Project | $50,000 | ||||
| UNIVERSITY OF UTAH - SJ QUINNEY COLLEGE OF LAW | |||||||||||
| 332 S 1400 E | SALT LAKE CITY | UT | 84112 | N/A | PC | Stegner Center Lands Project at the SJ Quinney College of Law | $25,000 | ||||
| US GREEN BUILDING COUNCIL-GEORGIA CHAPTER INC | |||||||||||
| 1000 WHITLOCK AVE STE 320 218 | MARIETTA | GA | 30064 | N/A | PC | High Performance Healthy Schools Program | $25,000 | ||||
| WESTERN ORG OF RESOURCE COUNCILS EDUCATION PROJECT | |||||||||||
| 220 S 27TH ST STE B | BILLINGS | MT | 59101 | N/A | SO I | Western Native Voice Project | $50,000 | ||||
| WGBH EDUCATIONAL FOUNDATION | |||||||||||
| PO BOX 55875 | BOSTON | MA | 02205 | N/A | PC | Green Media Discretionary Fund | $1,500,000 | ||||
| WILDERNESS SOCIETY | |||||||||||
| 1615 M ST NW LBBY 2 | WASHINGTON | DC | 20036 | N/A | PC | Montana Conservation Program | $75,000 | ||||
| WILDLIFE CONSERVATION SOCIETY | |||||||||||
| 2300 SOUTHERN BLVD | BRONX | NY | 10460 | N/A | PC | Glacier-Waterton Program | $25,000 | ||||
| WILDLIFE CONSERVATION SOCIETY | |||||||||||
| 2300 SOUTHERN BLVD | BRONX | NY | 10460 | N/A | PC | IInnii Initiative | $5,000 | ||||
| WOMEN MAKE MOVIES INC | |||||||||||
| 115 W 29TH ST STE 1200 | NEW YORK | NY | 10001 | N/A | PC | Cambodia UP-Rising Film Project | $30,000 | ||||
| YELLOWSTONE PARK FOUNDATION INC | |||||||||||
| 222 E MAIN ST STE 301 | BOZEMAN | MT | 59715 | N/A | PC | Park Journeys Program | $40,000 | ||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $33,166,764 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fees Contracts From Govt Ag | FeesContractsFromGovtAgGrp | |
| Membership Dues And Assmnt | MembershipDuesAndAssmntGrp |
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $1,547 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $1,404,676 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Rntl Incm Re Debt Fincd Prop | NetRntlIncmReDebtFincdPropGrp | |
| Net Rntl Incm Re Not Debt Fincd Prop | NetRntlIncmReNotDebtFincdProp | |
| Net Rental Income Personal Prop | NetRentalIncomePersonalPropGrp | |
| Other Investment Incm Part VII | OtherInvestmentIncmPartVIIGrp |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $880,209 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Income Loss From Special Evt | NetIncomeLossFromSpecialEvtGrp | |
| Gross Profit Loss Sls Of Invntry | GrossProfitLossSlsOfInvntryGrp |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $2,286,432 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $2,286,432 | 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 Person | The March 23 2006 Trust | ContributorPersonNm |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | ATLANTIC TR CO 1170 PEACHTREE ST NE | AddressLine1Txt |
| City | Atlanta | CityNm |
| State Abbreviation | GA | StateAbbreviationCd |
| ZIP | 30309 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $17,688,000 | TotalContributionsAmt |
| Noncash Contribution | Yes (X) | NoncashContributionInd |
Non Cash Property Contribution NonCashPropertyContributionGrp (3 entries)
| ContributorContributorNum | Noncash PropertyNoncashPropertyDesc | Fair Market ValueFairMarketValueAmt | ReceivedReceivedDt |
|---|---|---|---|
| 1 | HOME DEPOT INC. HD, 50000 sh. | $5,195,000 | 2014-12-26 |
| 1 | HOME DEPOT INC. HD, 50000 sh. | $4,389,000 | 2014-08-19 |
| 1 | HOME DEPOT INC. HD, 100000 sh. | $8,104,000 | 2014-07-08 |
Depreciation Schedule DepreciationSchedule
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp (18 entries)
| BondBondNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| AT&T INC GLBL NT - 3.000% - 02 | $498,673 | $490,590 |
| BERKSHIRE HATHAWAY FIN CORP - | $567,512 | $559,460 |
| BLACKROCK INC - 5.000% - 12/10 | $282,910 | $282,645 |
| CATERPILLAR FINL - 5.45% - 04/ | $282,900 | $278,947 |
| COMCAST CORP BOND - 2.85% - 01 | $296,556 | $298,925 |
| COSTCO CORP - 1.125% - 12/15/2 | $250,388 | $248,487 |
| EI DU PONT DE NEMOUR - 4.75% - | $1,074,674 | $1,008,264 |
| EI DUPONT DE NEMOURS - 5.25% - | $548,235 | $540,725 |
| GOLDMAN SACHS GRP INC - 5.125% | $1,079,383 | $1,001,280 |
| INTEL CORP NOTE - 3.300% - 10/ | $336,293 | $340,805 |
| MORGAN STANLEY SR NT-F - 4.750 | $269,970 | $266,298 |
| ORACLE CORP SR NT - 2.250% - 1 | $501,891 | $502,670 |
| PEPSICO INC - 5.000%% - 06/01/ | $281,635 | $275,494 |
| PEPSICO INC NOTES - 4.500% - 0 | $277,483 | $275,395 |
| PFIZER INC - 5.350% - 03/15/20 | $1,085,434 | $1,009,059 |
| PRAXAIR INC - 4.625% - 03/30/2 | $538,990 | $505,113 |
| UNITED TECHNOLOGIES CORP - 4.5 | $278,553 | $277,023 |
| WELLS FARGO - 5.625% - 12/11/2 | $563,613 | $556,155 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (3 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| AT INCOME OPPORTUNITIES FUND I | $9,026,306 | $9,090,932 |
| EPOCH GLOBAL EQUITY SHAREHOLDE | $11,011,985 | $11,938,618 |
| RIDGEWORTH FDS SEIX FLOATING R | $14,235,853 | $13,907,384 |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| State Local Sec Book Vl EOY | $2,180,957 | StateLocalSecBookVlEOYAmt |
| State Local Sec EOYFMV | $2,078,911 | StateLocalSecEOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (4 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|---|
| Administrative Fees | $89,500 | $89,500 | |
| Bank Charges | $70 | $70 | |
| Payroll Processing Fees | $1,003 | $1,003 | |
| Postage/Delivery Service | $20 | $20 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | PHILANTHROPIC CONSULTING SRVCS | CategoryTxt |
| Amt | $394,435 | Amt |
| Disbursements Charitable Prps | $394,435 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt |
|---|---|
| 990-PF Estimated Tax for 2014 | $473,900 |
| 990-PF Excise Tax for 2013 | $156,009 |