The Kendeda Fund: Form 990PF, tax year 2013
View the entire original 990 at ProPublica ↗
- Organization
- The Kendeda Fund (EIN 20-6881642)
- Tax period
- 2013-01-01 to 2013-12-31
- Filed
- 2014-05-14
- IRS object ID
- 201441349349102354
- Schema version
- 2013v3.1
- 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
- Depreciation Schedule
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Investments Govt Obligations Sch
- Investments Land Schedule2
- Land Etc Schedule2
- Legal Fees Schedule
- Other Expenses Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2014-05-14T14:19:00-05:00 | ReturnTs |
| Tax Period End | 2013-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Foundation Source | BusinessNameLine1 |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | One Hollow Ln Ste 212 | AddressLine1 |
| City | Lake Success | City |
| State | NY | State |
| ZIP Code | 11042 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2013-01-01 | 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 | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| In Care Of | % c/o 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 | AddressLine1 |
| Address Line2 | Suite 123 | AddressLine2 |
| City | Wilmington | City |
| State | DE | State |
| ZIP Code | 198091377 | ZIPCode |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Barry Berlin for Atlantic Trust | PersonNm |
| Person Title | Trustee | PersonTitleTxt |
| Phone | 8008391754 | PhoneNum |
| Signature | 2014-05-06 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Jeffrey D Haskell | PreparerPersonNm |
| Phone | 8008391754 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2013 | TaxYr |
| Build TS | 2015-12-30 17:16:21Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $72,352,430 | 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 | $40,987,000 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $1,305 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $1,305 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $1,427,599 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $1,375,263 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $876,158 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $54,398,636 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $37,013,086 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $43,292,062 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $38,389,654 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $264,218 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $264,218 | CompOfcrDirTrstNetInvstIncmAmt |
| Legal Fees Rev And Expnss | $900 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $0 | LegalFeesNetInvstIncmAmt |
| Legal Fees Adj Net Incm | $0 | LegalFeesAdjNetIncmAmt |
| Legal Fees Dsbrs Chrtbl | $900 | LegalFeesDsbrsChrtblAmt |
| Other Prof Fees Rev And Expnss | $384,834 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Dsbrs Chrtbl | $384,834 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $867,008 | TaxesRevAndExpnssAmt |
| Trav Conf Meeting Rev And Expnss | $21,966 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $21,966 | TravConfMeetingDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $101,500 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Dsbrs Chrtbl | $101,500 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $1,640,426 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $264,218 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $509,200 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $27,418,311 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $27,418,311 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $29,058,737 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $264,218 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $27,927,511 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $14,233,325 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $38,125,436 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $15,532,682 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $4,073,023 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $4,073,023 | SavAndTempCashInvstEOYFMVAmt |
| Acct Rcvbl BOY | $9,886 | AcctRcvblBOYAmt |
| US Government Obligations BOY | $4,262,737 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $4,307,398 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $4,197,536 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $31,120,800 | CorporateStockBOYAmt |
| Corporate Stock EOY | $53,062,519 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $55,725,807 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $4,919,859 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $8,636,349 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $8,356,064 | CorporateBondsEOYFMVAmt |
| Total Assets BOY | $55,845,964 | TotalAssetsBOYAmt |
| Total Assets EOY | $70,079,289 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $72,352,430 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Retained Earning BOY | $55,845,964 | RetainedEarningBOYAmt |
| Retained Earning EOY | $70,079,289 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $55,845,964 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $70,079,289 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $55,845,964 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $70,079,289 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $55,845,964 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $14,233,325 | ExcessRevenueOverExpensesAmt |
| Subtotal | $70,079,289 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $70,079,289 | 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 | $54,398,636 | GrossSalesPriceAmt |
| Cost Or Other Basis | $17,385,550 | CostOrOtherBasisAmt |
| Gain Or Loss | $37,013,086 | GainOrLossAmt |
| Gains Minus Excess Or Losses | $37,013,086 | GainsMinusExcessOrLossesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $37,013,086 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $29,619,805 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $41,776,860 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.709 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $30,124,604 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $11,087,228 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 2.717055 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $29,113,392 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $10,678,558 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 2.726341 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $31,361,140 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $13,872,695 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 2.260638 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $37,908,401 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $5,908,249 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 6.416182 | DistributionYr5Rt |
| Total Distribution | 14.829216 | TotalDistributionRt |
| Average Distribution | 2.965843 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $67,261,107 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $199,485,883 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $381,254 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $199,867,137 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $27,927,511 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $762,509 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $762,509 | SubtotalAmt |
| Tax Based On Investment Income | $762,509 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $606,500 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $606,500 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Tax Due | $156,009 | TaxDueAmt |
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 | co Foundation Source | BusinessNameLine1 |
| 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 | AddressLine1 |
| City | Wilmington | City |
| State | DE | State |
| ZIP Code | 198091377 | ZIPCode |
| 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 | AddressLine1 |
| City | Wilmington | City |
| State | DE | State |
| ZIP Code | 198091377 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Title | Trustee | TitleTxt |
| Average Hrs Per Wk Devoted To Pos | 1.0 | AverageHrsPerWkDevotedToPosRt |
| Compensation | $264,218 | CompensationAmt |
Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp (4 entries)
| Address Line1USAddress/AddressLine1 | CityUSAddress/City | StateUSAddress/State | ZIP CodeUSAddress/ZIPCode | Service TypeServiceTypeTxt | CompensationCompensationAmt |
|---|---|---|---|---|---|
| Diane Ives Consulting Inc | |||||
| 122 Park Ave | Takoma Park | MD | 20912 | Philanthropic Cons. | $262,000 |
| Foundation Source | |||||
| 55 Walls Drive suite 302 | Fairfield | CT | 06824 | Administrative | $89,500 |
| McNamara Consulting Inc | |||||
| PO BOX 101 | BOZEMAN | MT | 59771 | Philanthropic cons. | $57,834 |
| Dena Kimball | |||||
| 316 9th street ne | ATLANTA | GA | 30309 | philanthropic cons. | $65,000 |
Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | WORKING WITH COMMUNITY PARTNERS AND LABOR TO EXPLORE THE INTERSECTION OF DEMOCRATIC ENGAGEMENT, SHARED WEALTH GENERATION AND CITIES' EFFORTS TO BECOME MORE SUSTAINABLE. | Description1Txt |
| Expenses1 | $2,374 | Expenses1Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sum Of Program Related Invst | SumOfProgramRelatedInvstGrp |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $59,366,894 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $8,918,494 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $68,285,388 | TotalFMVOfUnusedAssetsAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $68,285,388 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $1,024,281 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $67,261,107 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $3,363,055 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $3,363,055 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $762,509 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $762,509 | TotalTaxAmt |
| Distributable Before Adj | $2,600,546 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $2,600,546 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $2,600,546 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $27,927,511 | 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 | $27,927,511 | QualifyingDistributionsAmt |
| Adjusted Qualifying Distri | $27,927,511 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $2,600,546 | DistributableAsAdjustedAmt |
| Prior Year1 | 2011 | PriorYear1Yr |
| Prior Year2 | 2010 | PriorYear2Yr |
| Prior Year3 | 2009 | PriorYear3Yr |
| Excess Distribution Cyov Yr5 | $34,295,365 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $31,361,140 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $29,038,687 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $30,124,604 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $29,045,845 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $153,865,641 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $27,927,511 | QualifyingDistributionsAmt |
| Applied To Current Year | $2,600,546 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $25,326,965 | RemainingDistriFromCorpusAmt |
| Total Corpus | $179,192,606 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov From Yr5 | $34,295,365 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $144,897,241 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $31,361,140 | ExcessFromYear4Amt |
| Excess From Year3 | $29,038,687 | ExcessFromYear3Amt |
| Excess From Year2 | $30,124,604 | ExcessFromYear2Amt |
| Excess From Year1 | $29,045,845 | ExcessFromYear1Amt |
| Excess From Current Year | $25,326,965 | 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 (113 entries)
| Address Line1RecipientUSAddress/AddressLine1 | CityRecipientUSAddress/City | StateRecipientUSAddress/State | ZIP CodeRecipientUSAddress/ZIPCode | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| AEON | |||||||
| 901 N 3RD ST | MINNEAPOLIS | MN | 55401 | N/A | PC | The Rose Project | $1,500,000 |
| ALASKA WILDERNESS LEAGUE | |||||||
| 122 C ST NW STE 240 | WASHINGTON | DC | 20001 | N/A | PC | General & Unrestricted | $30,000 |
| ALLIANCE FOR CLIMATE EDUCATION INC | |||||||
| 426 17TH ST STE 450 | OAKLAND | CA | 94612 | N/A | PC | Atlanta Program | $50,000 |
| AMERICAN JEWISH WORLD SERVICE INC | |||||||
| 45 W 36TH ST 11TH FL | NEW YORK | NY | 10018 | N/A | PC | AJWS Child Marriage Initiative | $693,715 |
| AMERICAN RIVERS INC | |||||||
| 1100 14TH ST NW STE 1400 | WASHINGTON | DC | 20005 | N/A | PC | general operations and the Campaign for Montana's headwaters | $235,000 |
| APPALACHIAN INSTITUTE FOR RENEWABLE ENERGY | |||||||
| 164 S DEPOT ST | BOONE | NC | 28607 | N/A | PC | General & Unrestricted | $100,000 |
| BLESSED EARTH INC | |||||||
| 450 OLD VINE ST 3RD FL | LEXINGTON | KY | 40507 | N/A | PC | General & Unrestricted | $600,000 |
| CAPITAL INSTITUTE | |||||||
| 73 ARCH ST | GREENWICH | CT | 06830 | N/A | PC | Beyond Sustainability: The Field Guide to Investing in regenerative economy | $50,000 |
| CAPTAIN PLANET FOUNDATION INC | |||||||
| 133 LUCKIE ST | ATLANTA | GA | 30303 | N/A | PC | Learning Gardens Program | $50,000 |
| CENTER FOR HEALTH ENVIRONMENT AND JUSTICE | |||||||
| 150 S WASHINGTON ST STE 300 | FALLS CHURCH | VA | 22046 | N/A | PC | General & Unrestricted | $5,000 |
| CENTER FOR LABOR AND COMMUNITY RESEARCH | |||||||
| 3411 W DIVERSEY AVE STE 10 | CHICAGO | IL | 60647 | N/A | PC | general support and educational consulting planning | $500,000 |
| CENTER FOR MAXIMUM POTENTIAL BUILDING SYSTEMS INC | |||||||
| 8604 FARM TO MARKET 969 | AUSTIN | TX | 78724 | N/A | PC | General & Unrestricted | $75,000 |
| CENTER FOR WHOLE COMMUNITIES INC | |||||||
| 700 BRAGG HILL RD | FAYSTON | VT | 05673 | N/A | PC | Urban Whole Thinking Program | $75,000 |
| CHATTAHOOCHEE RIVERKEEPER INC | |||||||
| 916 JOSEPH LOWERY BLVD NW PURITAN | ATLANTA | GA | 30318 | N/A | PC | Aquatic Learning Program and Neighborhood Water watch project | $40,000 |
| COMMONWISE EDUCATION INC | |||||||
| 464 BLACK WILLOW LN | CHARLOTTE | VT | 05445 | N/A | PC | Bronx Cooperative Development Initiative | $300,000 |
| COOPERATIVE FOR ASSISTANCE AND RELIEF EVERYWHERE I | |||||||
| PO BOX 1871 | MERRIFIELD | VA | 22116 | N/A | PC | Tipping Point: Innovation and Advocacy in Addressing underlying causes of child marriage | $1,000,000 |
| DEMOCRACY COLLABORATIVE FOUNDATION INC | |||||||
| 1422 EUCLID AVE STE 616 | CLEVELAND | OH | 44115 | N/A | PC | General & Unrestricted | $300,000 |
| DEMOCRACY COLLABORATIVE FOUNDATION INC | |||||||
| 1422 EUCLID AVE STE 616 | CLEVELAND | OH | 44115 | N/A | PC | Capacity Building Initiative | $500,000 |
| DETROITERS WORKING FOR ENVIRONMENTAL JUSTICE | |||||||
| 4750 WOODWARD AVE STE 417 | DETROIT | MI | 48201 | N/A | PC | General & Unrestricted | $400,000 |
| EARTH ISLAND INSTITUTE INC | |||||||
| 2150 ALLSTON WAY STE 460 | BERKELEY | CA | 94704 | N/A | PC | Energy Action Coalition Project | $900,000 |
| ECO-LOGIC DEVELOPMENT FUND | |||||||
| 25 MOUNT AUBURN ST STE 203 | CAMBRIDGE | MA | 02138 | N/A | PC | General Support, 1:1 challenge for the agroforestry program, project start-up fund, and innovation competition | $375,000 |
| ECOLOGY CENTER | |||||||
| 2530 SAN PABLO AVE | BERKELEY | CA | 94710 | N/A | PC | Environmental Literacy Project: Roots of Success | $155,100 |
| EMERALD CITIES COLLABORATIVE INC | |||||||
| 1140 CONNECTICUT AVE NW 1210 | WASHINGTON | DC | 20036 | N/A | PC | General & Unrestricted | $1,000,000 |
| 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 |
| ENVIRONMENTAL HEALTH STRATEGY CENTER | |||||||
| 565 CONGRESS ST STE 204 | PORTLAND | ME | 04101 | N/A | PC | Maine Sustainable Bioplastics Project | $50,000 |
| EVERGREEN COOPERATIVE CORPORATION | |||||||
| 540 E 105TH ST | CLEVELAND | OH | 44108 | N/A | PC | Evergreen Training and Leadership Development Program | $100,000 |
| FUND FOR GLOBAL HUMAN RIGHTS | |||||||
| 1666 CONNECTICUT AVE NW STE 4 | WASHINGTON | DC | 20009 | N/A | PC | Environmental Justice Initiative | $50,000 |
| FUNDERS NETWORK FOR SMART GROWTH AND LIVABLE COMMU | |||||||
| 1500 SAN REMO AVE | CORAL GABLES | FL | 33146 | N/A | PC | General & Unrestricted | $50,000 |
| FUNDERS NETWORK FOR SMART GROWTH AND LIVABLE COMMU | |||||||
| 1500 SAN REMO AVE | CORAL GABLES | FL | 33146 | N/A | PC | Local Sustainability Matching Fund | $200,000 |
| FUNDERS NETWORK FOR SMART GROWTH AND LIVABLE COMMU | |||||||
| 1500 SAN REMO AVE | CORAL GABLES | FL | 33146 | N/A | PC | Scan of Neighborhood and District Scale Sustainability models | $10,000 |
| FUTURE WEST | |||||||
| PO BOX 1253 | BOZEMAN | MT | 59771 | N/A | PC | General & Unrestricted | $25,000 |
| GALLATIN VALLEY LAND TRUST | |||||||
| 25 N WILSON | BOZEMAN | MT | 59715 | N/A | PC | organizational assessment planning Project | $15,000 |
| GALLATIN VALLEY LAND TRUST | |||||||
| 25 N WILSON | BOZEMAN | MT | 59715 | N/A | PC | Building Capacity and Sustainability for GVLT Initiative | $200,000 |
| 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 | $88,283 |
| GEORGIA INTERFAITH POWER AND LIGHT | |||||||
| PO BOX 286 | DECATUR | GA | 30031 | N/A | PC | Charitable Event | $2,000 |
| GLOBAL GREENGRANTS FUND INC | |||||||
| 2840 WILDERNESS PL | BOULDER | CO | 80301 | N/A | PC | general support, Climate Program and operating reserve fund | $220,000 |
| GLOBAL PHILANTHROPY PARTNERSHIP | |||||||
| 2440 N LAKEVIEW AVE | CHICAGO | IL | 60614 | N/A | PC | USDN and the sustainable behaviors pilot projects | $75,000 |
| 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 | Fellowship 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 | general operating support, Grist Expands, challenge grants for friends with benefits, and beacon in the smog | $402,452 |
| GROUNDSWELL INC | |||||||
| 1156 15TH ST NW STE 840 | WASHINGTON | DC | 20005 | N/A | PC | general support and organizational strategy project | $425,000 |
| HEADWATERS ECONOMICS INC | |||||||
| PO BOX 7059 | BOZEMAN | MT | 59771 | N/A | PC | general support and project support for a non-conservation research/policy issue | $75,000 |
| HEALTH CARE WITHOUT HARM | |||||||
| 12355 SUNRISE VALLEY DR STE 680 | RESTON | VA | 20191 | N/A | PC | General & Unrestricted | $100,000 |
| 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 | $500,000 |
| INTERNATIONAL DOCUMENTARY ASSOCIATION | |||||||
| 3470 WILSHIRE BLVD STE 980 | LOS ANGELES | CA | 90010 | N/A | PC | If You Build It Film Outreach Project | $250,000 |
| INTERNATIONAL LIVING FUTURE INSTITUTE | |||||||
| 721 NW 9TH AVE STE 195 | PORTLAND | OR | 97209 | N/A | PC | General & Unrestricted | $800,000 |
| INTERNATIONAL RIVERS NETWORK | |||||||
| 2150 ALLSTON WAY STE 300 | BERKELEY | CA | 94704 | N/A | PC | general operations and Africa and Climate program | $150,000 |
| INTERNATIONAL WILDERNESS LEADERSHIP FOUNDATION | |||||||
| 717 POPLAR AVE | BOULDER | CO | 80304 | N/A | PC | Chasing Ice Strategic Impact Tour | $200,000 |
| INTERNATIONAL WILDERNESS LEADERSHIP FOUNDATION | |||||||
| 717 POPLAR AVE | BOULDER | CO | 80304 | N/A | PC | Education and Outreach program for the film Chasing ice | $500,000 |
| INTERNATIONAL WILDERNESS LEADERSHIP FOUNDATION | |||||||
| 717 POPLAR AVE | BOULDER | CO | 80304 | N/A | PC | Chasing Reefs Film Campaign | $250,000 |
| 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 | $546,500 |
| INTERNEWS NETWORK | |||||||
| PO BOX 4448 | ARCATA | CA | 95518 | N/A | PC | Earth Journalism Network's Berkeley Scholars Program | $50,000 |
| LOCAL INITIATIVES SUPPORT CORPORATION | |||||||
| 501 7TH AVE | NEW YORK | NY | 10018 | N/A | PC | Green Development Center Program | $250,000 |
| LRAM EDUCATION FUND INC | |||||||
| 675 METROPOLITAN PKY SW STE 6073 | ATLANTA | GA | 30310 | N/A | PC | Grassroots Affiliate & Information Network of campus and community organizations | $20,000 |
| MADISON COUNTY ARCHIVES THOMPSON HICKMAN LIBRARY | |||||||
| 217 IDAHO ST | VIRGINIA CITY | MT | 59755 | N/A | PC | Building Fund | $97,800 |
| MASSACHUSETTS INSTITUTE OF TECHNOLOGY | |||||||
| STUDENT FINANCIAL SERVICES BLDG 11 | CAMBRIDGE | MA | 02139 | N/A | PC | Community Innovators Lab Program | $200,000 |
| MASSACHUSETTS INSTITUTE OF TECHNOLOGY | |||||||
| STUDENT FINANCIAL SERVICES BLDG 11 | CAMBRIDGE | MA | 02139 | N/A | PC | Department of Urban Studies and Planning's community innovators lab | $300,000 |
| MINNESOTA PUBLIC RADIO | |||||||
| 480 CEDAR ST | SAINT PAUL | MN | 55101 | N/A | PC | Marketplace Sustainability Initiative | $800,000 |
| MONTANA AUDUBON | |||||||
| 324 FULLER AVE STE N5 | HELENA | MT | 59601 | N/A | PC | Montana Audubon's Education Center programs: friendship house summer camps, afterschool programming, scholarship fund, programming for homeless children | $10,000 |
| MONTANA CONSERVATION CORPS INC | |||||||
| 206 N GRAND AVE | BOZEMAN | MT | 59715 | N/A | PC | Building Capacity to Develop Young Citizen Leaders | $45,000 |
| 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 support, program materials, communications/marketing to renew the buzz around moss, board/staff retreat and training, and a general support challenge grant | $50,000 |
| 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 | $15,000 |
| NATIONAL PARKS CONSERVATION ASSOCIATION | |||||||
| 777 6TH ST NW STE 700 | WASHINGTON | DC | 20001 | N/A | PC | General & Unrestricted | $249,554 |
| NATIONAL PUBLIC RADIO INC | |||||||
| 1111 N CAPITOL ST NE | WASHINGTON | DC | 20002 | N/A | PC | NPR Environmental Proposal | $250,000 |
| NATIONAL WILDLIFE FEDERATION | |||||||
| 11100 WILDLIFE CENTER DR | RESTON | VA | 20190 | N/A | PC | Atlanta Earth Tomorrow Program | $50,000 |
| 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 | Wildlife Conflict Resolution Project | $50,000 |
| NATURE BRIDGE | |||||||
| 28 GEARY ST STE 650 | SAN FRANCISCO | CA | 94108 | N/A | PC | Centennial National Park Education Program | $18,068 |
| NATURE BRIDGE | |||||||
| 28 GEARY ST STE 650 | SAN FRANCISCO | CA | 94108 | N/A | PC | Centennial National Park Education Program | $125,850 |
| NATURE CONSERVANCY | |||||||
| 4245 N FAIRFAX DR STE 100 | ARLINGTON | VA | 22203 | N/A | PC | Montana Legacy Project | $50,000 |
| 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 |
| ORION SOCIETY | |||||||
| 187 MAIN ST | GREAT BARRINGTON | MA | 01230 | N/A | PC | organizational planning fund | $25,000 |
| ORION SOCIETY | |||||||
| 187 MAIN ST | GREAT BARRINGTON | MA | 01230 | N/A | PC | 2012 fundraising Campaign | $70,400 |
| 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 | $13,000 |
| PESTICIDE ACTION NETWORK NORTH AMERICA REGIONAL CE | |||||||
| 1611 TELEGRAPH AVE STE 1200 | OAKLAND | CA | 94612 | N/A | PC | Global Alliance for Incinerator Alternatives program | $100,000 |
| PROJECT H DESIGN | |||||||
| 33 CYPRESS AVE | KENTFIELD | CA | 94904 | N/A | PC | Studio E: Creative Educators Institute | $160,000 |
| Public Broadcasting Atlanta | |||||||
| 740 BISMARK RD NE | ATLANTA | GA | 30324 | N/A | PC | Living on Earth Program | $35,000 |
| PUBLIC COUNSEL OF THE ROCKIES | |||||||
| 1280 S UTE AVE STE 4 | ASPEN | CO | 81611 | N/A | PC | WILDWAYS: CORRIDORS OF LIFE Project | $100,000 |
| 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 | $500,000 |
| RAINFOREST ALLIANCE INC | |||||||
| 233 BROADWAY 28TH FL | NEW YORK | NY | 10279 | N/A | PC | Leapfrog Campaign | $365,963 |
| ROOM TO READ | |||||||
| 111 SUTTER ST 16TH FL | SAN FRANCISCO | CA | 94104 | N/A | PC | Girls' Education Program & Research, Evaluation and monitoring program | $240,126 |
| ROOT CAPITAL INC | |||||||
| 955 MASSACHUSETTS AVE 5TH FL | CAMBRIDGE | MA | 02139 | N/A | PC | Women in Agriculture Initiative | $375,000 |
| SISKIYOU FIELD INSTITUTE | |||||||
| 1241 ILLINOIS RD | SELMA | OR | 97538 | N/A | PC | Program Marketing and Outreach efforts | $32,000 |
| SONORAN INSTITUTE | |||||||
| 44 E BROADWAY BLVD STE 350 | TUCSON | AZ | 85701 | N/A | PC | General & Unrestricted | $250,000 |
| 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 | Atlanta Better Buildings Challenge, Policy practice, and grants to green campus | $182,500 |
| STONY BROOK FOUNDATION INC | |||||||
| 230 ADMINISTRATION BLDG | STONY BROOK | NY | 11794 | N/A | PC | Carl Safina Endowed Research Chair for Nature and humanity | $200,000 |
| STUDENT CONSERVATION ASSOCIATION INC | |||||||
| PO BOX 550 | CHARLESTOWN | NH | 03603 | N/A | PC | General & Unrestricted | $1,025,000 |
| SUSTAINABLE NORTHWEST | |||||||
| 813 SW ALDER ST STE 500 | PORTLAND | OR | 97205 | N/A | PC | general operations and challenge grant for reserve and innovation | $150,000 |
| THE BIOMIMICRY INSTITUTE | |||||||
| PO BOX 9216 | MISSOULA | MT | 59807 | N/A | PC | General & Unrestricted | $400,000 |
| THE NATIONAL ENVIRONMENTAL EDUCATION AND TRAINING | |||||||
| 4301 CONNECTICUT AVE NW STE160 | 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 and Light Campaign | $200,000 |
| TIDES CENTER | |||||||
| PO BOX 29907 | SAN FRANCISCO | CA | 94129 | N/A | PC | Clean Production Action Project | $250,000 |
| UNIVERSITY OF MASSACHUSETTS LOWELL | |||||||
| 1 UNIVERSITY AVE SOUTHWICK HALL 250 | LOWELL | MA | 01854 | N/A | PC | Ken Geiser Fund for Sustainability | $5,000 |
| 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 ORGANIZATION OF RESOURCE COUNCILS EDUCATIO | |||||||
| 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 Program | $5,000 |
| WOMEN MAKE MOVIES INC | |||||||
| 115 W 29TH ST RM 1200 | NEW YORK | NY | 10001 | N/A | PC | A River Changes Course Outreach Campaign | $40,000 |
| WORKING FILMS INC | |||||||
| 602 S 5TH AVE | WILMINGTON | NC | 28401 | N/A | PC | Robert West Reel Engagement Fund | $5,000 |
| YELLOWSTONE TO YUKON CONSERVATION INITIATIVE | |||||||
| PO BOX 157 | BOZEMAN | MT | 59771 | N/A | PC | general & unrestricted | $150,000 |
| 350org | |||||||
| 20 jay st ste 1010 | brooklyn | NY | 11201 | N/A | PC | General & Unrestricted | $500,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $27,418,311 | 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 | $1,305 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $1,427,599 | 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 | $876,158 | 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 | $2,305,062 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $2,305,062 | 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 | AddressLine1 |
| City | Atlanta | City |
| State | GA | State |
| ZIP Code | 30309 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $40,987,000 | TotalContributionsAmt |
| Person Contribution | Yes (X) | PersonContributionInd |
| Noncash Contribution | Yes (X) | NoncashContributionInd |
Non Cash Property Contribution NonCashPropertyContributionGrp (4 entries)
| ContributorContributorNum | Noncash PropertyNoncashPropertyDesc | Fair Market ValueFairMarketValueAmt | ReceivedReceivedDt |
|---|---|---|---|
| 1 | HOME DEPOT INC. HD, 200000 sh. | $15,581,000 | 2013-09-20 |
| 1 | HOME DEPOT INC. HD, 100000 sh. | $7,577,000 | 2013-05-09 |
| 1 | HOME DEPOT INC. HD, 150000 sh. | $11,059,500 | 2013-04-22 |
| 1 | HOME DEPOT INC. HD, 100000 sh. | $6,589,500 | 2013-01-23 |
Depreciation Schedule DepreciationSchedule
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp (12 entries)
| BondBondNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| CATERPILLAR FINL SVCS - 6.125% | $377,192 | $352,324 |
| EI DU PONT DE NEMOUR NOTES 4.7 | $1,074,675 | $1,049,358 |
| GE CAP CORP - 4.750% - 09/15/2 | $699,689 | $669,884 |
| GOLDMAN SACHS GRP INC - 5.125% | $1,079,384 | $1,044,590 |
| JPMORGAN CHASE - 4.650% - 06/0 | $530,720 | $508,755 |
| MERCK & CO INC BD - 4.000% - 0 | $1,128,576 | $1,104,133 |
| NORTHERN TR CORP SR NT - 4.625 | $266,465 | $253,329 |
| ORACLE CORP - 3.750% - 07/08/2 | $529,953 | $508,963 |
| PFIZER INC - 5.350% - 03/15/20 | $1,085,435 | $1,056,650 |
| PRAXAIR INC - 4.625% - 03/30/2 | $538,990 | $525,472 |
| UNITED PARCEL SERVICE - 3.875% | $526,300 | $504,286 |
| WELLS FARGO & CO SUB NOTES 5% | $798,970 | $778,320 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (5 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| DREYFUS PREMIER EMERGING MKT | $10,102,555 | $9,276,104 |
| EPOCH GLOBAL EQ SHAREHOLDER | $10,824,974 | $12,437,476 |
| HOME DEPOT INC. | $7,790,500 | $8,234,000 |
| MARKETFIELD FUND | $12,907,999 | $14,232,647 |
| RIDGEWORTH FDS SEIX FLOATING | $11,436,491 | $11,545,580 |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| State Local Sec Book Vl EOY | $4,307,398 | StateLocalSecBookVlEOYAmt |
| State Local Sec EOYFMV | $4,197,536 | StateLocalSecEOYFMVAmt |
Investments Land Schedule2 InvestmentsLandSchedule2
Land Etc Schedule2 LandEtcSchedule2
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | General Governance/Counseling | CategoryTxt |
| Legal Fees | $900 | LegalFeesAmt |
| Disbursements Charitable Prps | $900 | DisbursementsCharitablePrpsAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|
| Administrative Fees | $89,500 | $89,500 |
| PHILANTHROPY COURSE FEE | $12,000 | $12,000 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | PHILANTHROPIC CONSULTING SVCS | CategoryTxt |
| Amt | $384,834 | Amt |
| Disbursements Charitable Prps | $384,834 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt |
|---|---|
| 990-PF Estimated Tax for 2013 | $606,500 |
| 990-PF Excise Tax for 2012 | $260,508 |