The Kendeda Fund: Form 990PF, tax year 2023
View the entire original 990 at ProPublica ↗
- Organization
- The Kendeda Fund (EIN 20-6881642)
- Tax period
- 2023-01-01 to 2023-12-31
- Filed
- 2024-09-12
- IRS object ID
- 202422569349100607
- Schema version
- 2023v5.1
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- Schedule B
- Depreciation Schedule
- General Explanation Attachment
- Land Etc Schedule2
- Liquidation Explanation Stmt
- Legal Fees Schedule
- Other Decreases Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Increases Schedule
- Other Liabilities Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2024-09-12T20:40:35-05:00 | ReturnTs |
| Tax Period End | 2023-12-31 | 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 | 3333 New Hyde Park Rd Ste 406 | AddressLine1Txt |
| City | New Hyde Park | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 11042 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2023-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 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 |
| City | Wilmington | CityNm |
| State Abbreviation | DE | StateAbbreviationCd |
| ZIP | 198091377 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | whit mansfield | PersonNm |
| Person Title | trustee | PersonTitleTxt |
| Phone | 8008391754 | PhoneNum |
| Signature | 2024-08-29 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (true) | IRSResponsiblePrtyInfoCurrInd |
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 | 2023 | TaxYr |
| Build TS | 2024-08-08 14:25:15Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Final Return | Yes (X) | FinalReturnInd |
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $0 | 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 | $8,532,921 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $102,326 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $102,326 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $605,521 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $605,521 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $3,852,786 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $58,921,243 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $12,334,745 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $275 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $275 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $13,093,829 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $13,042,867 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $54,419 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $54,419 | CompOfcrDirTrstDsbrsChrtblAmt |
| Oth Empl Slrs Wgs Rev And Expnss | $1,411,921 | OthEmplSlrsWgsRevAndExpnssAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $1,411,921 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Pension Empl Bnft Rev And Expnss | $228,681 | PensionEmplBnftRevAndExpnssAmt |
| Pension Empl Bnft Dsbrs Chrtbl | $228,681 | PensionEmplBnftDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $161 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $0 | LegalFeesNetInvstIncmAmt |
| Legal Fees Adj Net Incm | $0 | LegalFeesAdjNetIncmAmt |
| Legal Fees Dsbrs Chrtbl | $161 | LegalFeesDsbrsChrtblAmt |
| Other Prof Fees Rev And Expnss | $1,497,579 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $99,419 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $1,398,160 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $182,400 | TaxesRevAndExpnssAmt |
| Deprec And Dpltn Rev And Expnss | $392 | DeprecAndDpltnRevAndExpnssAmt |
| Occupancy Rev And Expnss | $90,539 | OccupancyRevAndExpnssAmt |
| Occupancy Dsbrs Chrtbl | $88,054 | OccupancyDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $119,595 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $119,595 | TravConfMeetingDsbrsChrtblAmt |
| Printing And Pub Rev And Expnss | $5,562 | PrintingAndPubRevAndExpnssAmt |
| Printing And Pub Dsbrs Chrtbl | $5,562 | PrintingAndPubDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $183,640 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $85 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $183,555 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $3,774,889 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $99,504 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $3,490,108 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $60,256,587 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $60,256,587 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $64,031,476 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $99,504 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $63,746,695 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$50,937,647 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $12,943,363 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $3,962,998 | SavAndTempCashInvstBOYAmt |
| US Government Obligations BOY | $18,347,631 | USGovernmentObligationsBOYAmt |
| Corporate Stock BOY | $8,077,849 | CorporateStockBOYAmt |
| Corporate Bonds BOY | $13,124,508 | CorporateBondsBOYAmt |
| Other Investments BOY | $7,174,148 | OtherInvestmentsBOYAmt |
| Land BOY | $392 | LandBOYAmt |
| Other Assets BOY | $4,138 | OtherAssetsBOYAmt |
| Total Assets BOY | $50,691,664 | TotalAssetsBOYAmt |
| Total Assets EOY | $0 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $0 | TotalAssetsEOYFMVAmt |
| Other Liabilities BOY | $6,249 | OtherLiabilitiesBOYAmt |
| Total Liabilities BOY | $6,249 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Retained Earning BOY | $50,685,415 | RetainedEarningBOYAmt |
| Tot Net Ast Or Fund Balances BOY | $50,685,415 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $0 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $50,691,664 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $0 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $50,685,415 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$50,937,647 | ExcessRevenueOverExpensesAmt |
| Other Increases | $254,473 | OtherIncreasesAmt |
| Subtotal | $2,241 | SubtotalAmt |
| Other Decreases | $2,241 | OtherDecreasesAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (14 entries)
| PropertyPropertyDesc | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt |
|---|---|---|---|---|---|---|---|
| Publicly-traded Securities | $49,652,200 | $39,587,186 | $10,065,014 | $10,065,014 | |||
| ALLSTEEL WORKSTATIONS | $0 | $0 | $0 | P | 2015-06-19 | 2023-12-31 | |
| ATLAS POINT GLOBAL MULTI STRAT OFFSHORE FUND, LTD | $1,665,213 | $2,000,000 | -$334,787 | -$334,787 | P | 2021-01-27 | 2023-06-12 |
| BOOTHBAY ABSOLUTE RETURN STRATEGIES OFFSHORE, LTD | $7,603,830 | $5,000,000 | $2,603,830 | $2,603,830 | P | 2019-01-28 | 2023-05-01 |
| COFFEE TABLE | $0 | $0 | $0 | P | 2015-06-19 | 2023-12-31 | |
| CONFERENCE CHAIRS | $0 | $0 | $0 | P | 2015-06-19 | 2023-12-31 | |
| ETTA CONFERENCE TABLE | $0 | $0 | $0 | P | 2015-06-19 | 2023-12-31 | |
| KENNEDY SOFA | $0 | $0 | $0 | P | 2015-06-19 | 2023-12-31 | |
| LOSS ON LEASE SEC DEPOSIT | $0 | -$552 | $0 | P | 2015-05-08 | 2023-10-23 | |
| LOGO GRAPHIC | $0 | $0 | $0 | P | 2015-06-19 | 2023-12-31 | |
| MG CARY CHAIRS | $0 | $0 | $0 | P | 2015-06-19 | 2023-12-31 | |
| RANDAL CABINET | $0 | $0 | $0 | P | 2016-09-28 | 2023-12-31 | |
| TASK CHAIRS | $0 | $0 | $0 | P | 2015-06-19 | 2023-12-31 | |
| DISTRIBUTIONS IN EXCESS OF BASIS | $1,240 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $12,334,745 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $179,913 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $179,913 | SubtotalAmt |
| Tax Based On Investment Income | $179,913 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $67,653 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $116,600 | ExtsnRequestIncomeTaxPaidAmt |
| Total Payments And Credits | $184,253 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $4,340 | OverpaymentAmt |
| Applied To ES Tax | $0 | AppliedToESTaxAmt |
| Refund | $4,340 | 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 | 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 |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Duncan Edwards -CIBC Pvt Wealth mgt | 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 | $54,419 | CompensationAmt |
| Employee Benefit Program | $0 | EmployeeBenefitProgramAmt |
| Expense Account Other Allwnc | $0 | ExpenseAccountOtherAllwncAmt |
Compensation Highest Paid Empl CompensationHighestPaidEmplGrp (5 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee BenefitsEmployeeBenefitsAmt | Expense AccountExpenseAccountAmt |
|---|---|---|---|---|---|---|---|---|
| DENA KIMBALL | ||||||||
| C/O KENDEDA FUND | ATLANTA | GA | 303075518 | Executive Director | 30.0 | $410,225 | $51,674 | $0 |
| DIANE IVES | ||||||||
| C/O KENDEDA FUND | ATLANTA | GA | 303075518 | Fund Adviser | 40.0 | $364,992 | $36,890 | $0 |
| TIM STEVENS | ||||||||
| C/O KENDEDA FUND | ATLANTA | GA | 303075518 | Fund Adviser | 40.0 | $301,438 | $52,404 | $0 |
| CHRISTINE M HUNT | ||||||||
| C/O KENDEDA FUND | ATLANTA | GA | 303075518 | DIR OF OPER& PROJECT | 25.0 | $174,607 | $7,764 | $0 |
| Dennis Creech | ||||||||
| C/O KENDEDA FUND | ATLANTA | GA | 303075518 | Fund Adviser | 40.0 | $160,659 | $6,615 | $0 |
Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp (5 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Service TypeServiceTypeTxt | CompensationCompensationAmt |
|---|---|---|---|---|---|
| Brotherton Strategies Inc | |||||
| 1209 Monte Sano Avenue 13 | Augusta | GA | 30904 | Philanthropic | $240,810 |
| Firebelly Design Corporation | |||||
| 4000 W Montrose Ave 917 | Chicago | IL | 60641 | website dev &support | $171,350 |
| Timeplots LLC | |||||
| 5440 Nevada Ave NW | Washington | DC | 20015 | Data Visualization | $175,130 |
| Hattaway Communications | |||||
| 1717 Rhode Island Avenue NW Suite | Washington | DC | 20036 | communication conslt | $166,669 |
| navigate llc | |||||
| po box 1508 | WILSON | WY | 83014 | Philanthropic | $144,825 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contractor Paid Over50k | 500 | ContractorPaidOver50kCnt |
| 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 | $15,045,990 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $4,375,053 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $3,859,659 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $23,280,702 | TotalFMVOfUnusedAssetsAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $23,280,702 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $349,211 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $22,931,491 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $1,146,575 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $1,146,575 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $179,913 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $179,913 | TotalTaxAmt |
| Distributable Before Adj | $966,662 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $1,102 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $967,764 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $967,764 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $63,746,695 | 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 | $63,746,695 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $967,764 | DistributableAsAdjustedAmt |
| Prior Year1 | 2021 | PriorYear1Yr |
| Prior Year2 | 2020 | PriorYear2Yr |
| Prior Year3 | 2019 | PriorYear3Yr |
| Excess Distribution Cyov Yr4 | $7,125,592 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $56,261,706 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $63,150,770 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $63,473,126 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $190,011,194 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $63,746,695 | QualifyingDistributionsAmt |
| Applied To Current Year | $967,764 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $62,778,931 | RemainingDistriFromCorpusAmt |
| Total Corpus | $252,790,125 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $8,532,921 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov To Next Yr | $244,257,204 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $0 | ExcessFromYear4Amt |
| Excess From Year3 | $54,854,377 | ExcessFromYear3Amt |
| Excess From Year2 | $63,150,770 | ExcessFromYear2Amt |
| Excess From Year1 | $63,473,126 | ExcessFromYear1Amt |
| Excess From Current Year | $62,778,931 | 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 (208 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| A SANCTUARY FOR MILITARY FAMILIES INC | |||||||||||
| PO BOX 1563 | GRANBY | CO | 80446 | N/A | PC | family therapeutic retreats fund and general organizational support fund | $125,000 | ||||
| A SANCTUARY FOR MILITARY FAMILIES INC | |||||||||||
| PO BOX 1563 | GRANBY | CO | 80446 | N/A | PC | Operating Reserve Fund | $262,302 | ||||
| ABSAROKA BEARTOOTH WILDERNESS FOUNDATION | |||||||||||
| 9 S BROADWAY AVE STE B | RED LODGE | MT | 59068 | N/A | PC | General & Unrestricted | $20,000 | ||||
| ACLU FOUNDATION OF GEORGIA INC | |||||||||||
| 1100 SPRING ST NW STE 640 | ATLANTA | GA | 30309 | N/A | PC | General & Unrestricted | $150,000 | ||||
| ALVIN AILEY DANCE FOUNDATION INC | |||||||||||
| 405 W 55TH ST | NEW YORK | NY | 10019 | N/A | PC | General & Unrestricted | $250,000 | ||||
| AMERICAN INDIAN YOUTH RUNNING STRONG | |||||||||||
| 8301 RICHMOND HWY STE 200 | ALEXANDRIA | VA | 22309 | N/A | PC | SCHH Productions, Inc and the Remaining Native documentary funds | $20,000 | ||||
| AMERICAN JEWISH WORLD SERVICE INC | |||||||||||
| PO BOX 568 | ETNA | NH | 03750 | N/A | PC | Promoting Girls' Rights fund in India, Kenya and the Dominican republic | $4,900,000 | ||||
| AMERICAN JEWISH WORLD SERVICE INC | |||||||||||
| PO BOX 568 | ETNA | NH | 03750 | N/A | PC | Participation fund of AJWS staff, as well as staff of FAT, CREA and Nirantar in Kendeda Dialogues | $4,800 | ||||
| AMERICAN RIVERS INC | |||||||||||
| 1100 14TH ST NW STE 1400 | WASHINGTON | DC | 20005 | N/A | PC | the Northern Rockies Office | $20,000 | ||||
| ANTI-DEFAMATION LEAGUE | |||||||||||
| 605 3RD AVE | NEW YORK | NY | 10158 | N/A | PC | Charitable Event | $50,000 | ||||
| ARLEE COMMUNITY DEVELOPMENT CORPORATION | |||||||||||
| PO BOX 452 | ARLEE | MT | 59821 | N/A | PC | General & Unrestricted | $15,000 | ||||
| ATLANTA JEWISH FILM SOCIETY INC | |||||||||||
| PO BOX 746371 | ATLANTA | GA | 30374 | N/A | PC | General & Unrestricted | $1,100,000 | ||||
| ATLANTA LAND TR INC | |||||||||||
| 245 N HIGHLAND AVE NE STE 230-724 | ATLANTA | GA | 30307 | N/A | PC | Operating Reserve Fund | $31,250 | ||||
| ATLANTA LAND TR INC | |||||||||||
| 245 N HIGHLAND AVE NE STE 230-724 | ATLANTA | GA | 30307 | N/A | PC | General & Unrestricted | $500,000 | ||||
| ATLANTA VOLUNTEER LAWYERS FOUNDATION INC | |||||||||||
| 235 PEACHTREE ST NE STE 1750 | ATLANTA | GA | 30303 | N/A | PC | General & Unrestricted | $166,667 | ||||
| ATLANTA WEALTH BUILDING INITIATIVE INC | |||||||||||
| 504 FAIR ST SW | ATLANTA | GA | 30313 | N/A | PC | General & Unrestricted | $250,000 | ||||
| ATOOT INC | |||||||||||
| 2738 ELM ST | DAVENPORT | IA | 52803 | N/A | PC | General & Unrestricted | $1,200 | ||||
| BACKCOUNTRY HUNTERS AND ANGLERS | |||||||||||
| 725 W ALDER ST | MISSOULA | MT | 59802 | N/A | PC | the Montana Coordinator position fund | $30,000 | ||||
| BACKCOUNTRY HUNTERS AND ANGLERS | |||||||||||
| 725 W ALDER ST | MISSOULA | MT | 59802 | N/A | PC | Armed Forces Initiative | $60,000 | ||||
| BACKCOUNTRY HUNTERS AND ANGLERS | |||||||||||
| 725 W ALDER ST | MISSOULA | MT | 59802 | N/A | PC | Operating Reserve Fund | $152,025 | ||||
| BEAVERHEAD TRAILS COALITION INC | |||||||||||
| PO BOX 586 | DILLON | MT | 59725 | N/A | PC | For the purchase of fencing materials to complete a fence through a 1/2 mile private land easement | $10,000 | ||||
| BLACKFEET COMMUNITY COLLEGE | |||||||||||
| PO BOX 819 | BROWNING | MT | 59417 | N/A | PC | the work of the Native Science Field center | $50,000 | ||||
| BLACKFOOT CHALLENGE INC | |||||||||||
| PO BOX 103 | OVANDO | MT | 59854 | N/A | PC | the Blackfoot Challenge's Operating reserve fund | $37,568 | ||||
| BLACKFOOT CHALLENGE INC | |||||||||||
| PO BOX 103 | OVANDO | MT | 59854 | N/A | PC | General & Unrestricted | $40,000 | ||||
| BOYS & GIRLS CLUBS OF GREATER AUGUSTA INC | |||||||||||
| 624 CHAFEE AVE | AUGUSTA | GA | 30904 | N/A | PC | General & Unrestricted | $25,000 | ||||
| BOZEMAN PUBLIC LIBRARY FOUNDATION INC | |||||||||||
| 626 E MAIN ST | BOZEMAN | MT | 59715 | N/A | PC | library branch in bozeman the design and construction costs fund: energy efficient upgrades in the event a library branch is established in an existing building, or solar panels and installation in the event a new building is constructed | $3,000,000 | ||||
| BOZEMAN PUBLIC LIBRARY FOUNDATION INC | |||||||||||
| 626 E MAIN ST | BOZEMAN | MT | 59715 | N/A | PC | public opinion research fund on a new west side public facility including a new library branch | $29,500 | ||||
| CAMP KUDZU INC | |||||||||||
| 8601 DUNWOODY PL STE 508 | ATLANTA | GA | 30350 | N/A | PC | General & Unrestricted | $5,000 | ||||
| CAPITAL FOR GOOD | |||||||||||
| PO BOX 1334 | PAOLI | PA | 19301 | N/A | PC | Girls' First Fund's participation in the legacy discussions for Kendeda's spend-out and Sabiny Transformative Initiative - Uganda | $2,200 | ||||
| CAPITAL FOR GOOD USA | |||||||||||
| 1536 LANCASTER AVE | PAOLI | PA | 19301 | N/A | PC | Girls First Fund | $1,000,000 | ||||
| CENTER FOR AMERICAN PROGRESS | |||||||||||
| 1333 H ST NW STE 100E | WASHINGTON | DC | 20005 | N/A | PC | Gun Violence Prevention fund | $100,000 | ||||
| CENTER FOR CIVIC INNOVATION INC | |||||||||||
| 931 MONROE DR NE STE A102 155 | ATLANTA | GA | 30308 | N/A | PC | General & Unrestricted | $300,000 | ||||
| CENTER FOR LAND REFORM INC | |||||||||||
| 111 E COURT ST STE 2C1 | FLINT | MI | 48502 | N/A | PC | Strengthening Land Banks and advancing a statewide housing trust fund and related statewide policies in Georgia | $200,000 | ||||
| CHASTAIN PARK CONSERVANCY | |||||||||||
| 4001 POWERS FERRY RD NW | ATLANTA | GA | 30342 | N/A | PC | fund to open up 60 acres of underutilized green space | $25,000 | ||||
| CHILDRENS HEALTHCARE OF ATLANTA FOUNDATION | |||||||||||
| 1575 NORTHEAST EXPY | ATLANTA | GA | 30329 | N/A | PC | General & Unrestricted | $5,000 | ||||
| CHRIS 180 INC | |||||||||||
| 1030 FAYETTEVILLE ROAD STE B | ATLANTA | GA | 30316 | N/A | PC | General & Unrestricted | $25,000 | ||||
| CLARK FORK COALITION | |||||||||||
| PO BOX 7593 | MISSOULA | MT | 59807 | N/A | PC | General & Unrestricted | $25,000 | ||||
| COMMON GROUND PROJECT | |||||||||||
| 527 TOM MINER CREEK RD | EMIGRANT | MT | 59027 | N/A | PC | General & Unrestricted | $20,000 | ||||
| COMMONWISE EDUCATION INC | |||||||||||
| 2431 MORRIS AVE | BRONX | NY | 10468 | N/A | PC | Operating Reserve Fund | $15,900 | ||||
| COOPERATIVE FOR ASSISTANCE AND RELIEF EVERYWHERE I | |||||||||||
| PO BOX 1870 | MERRIFIELD | VA | 22116 | N/A | PC | participation fund by CARE staff (including CARE Bangladesh) in Kendeda-sponsored dialogues | $1,200 | ||||
| COOPERATIVE FOR ASSISTANCE AND RELIEF EVERYWHERE I | |||||||||||
| PO BOX 1870 | MERRIFIELD | VA | 22116 | N/A | PC | Tipping Point - digging up the roots of child marriage | $468,271 | ||||
| CORNELL UNIVERSITY | |||||||||||
| PO BOX 752 | ITHACA | NY | 14851 | N/A | PC | Cornell Prison Education Program | $15,000 | ||||
| CROSSROADS COMMUNITY FOOD NETWORK INC | |||||||||||
| 6930 CARROLL AVE STE 426 | TAKOMA PARK | MD | 20912 | N/A | PC | General & Unrestricted | $5,000 | ||||
| CROWD CONSERVATION | |||||||||||
| 819 WAGONWHEEL DR | FORT COLLINS | CO | 80526 | N/A | PC | the Emerging Leadership Initiative | $7,800 | ||||
| DOC SOCIETY INC | |||||||||||
| 20 JAY ST SUITE 1008 | BROOKLYN | NY | 11201 | N/A | PC | Doc Society - The Climate Story Unit | $250,000 | ||||
| EARTHJUSTICE | |||||||||||
| 50 CALIFORNIA ST SUITE 500 | SAN FRANCISCO | CA | 94111 | N/A | PC | Northern Rockies office | $50,000 | ||||
| EARTHJUSTICE | |||||||||||
| 50 CALIFORNIA ST SUITE 500 | SAN FRANCISCO | CA | 94111 | N/A | PC | the Northern Rockies region and general support | $2,000,000 | ||||
| EDISTO ISLAND OPEN LAND TRUST INC | |||||||||||
| 547 HWY 174 | EDISTO ISLAND | SC | 29438 | N/A | PC | General & Unrestricted | $5,000 | ||||
| EMERALD CITIES COLLABORATIVE INC | |||||||||||
| 1140 CONNECTICUT AVE NW STE 900 | WASHINGTON | DC | 20036 | N/A | PC | General & Unrestricted | $400,000 | ||||
| ENTERPRISE COMMUNITY PARTNERS INC | |||||||||||
| 11000 BROKEN LAND PKWY STE 700 | COLUMBIA | MD | 21044 | N/A | PC | Green Communities Initiative and ATL/Southeast programming | $700,000 | ||||
| EVERY STUDENT EVERY COMMUNITY INC | |||||||||||
| 112 KROG ST NE STE 19 | ATLANTA | GA | 30307 | N/A | SO I | General & Unrestricted | $1,000,000 | ||||
| FISHES & LOAVES FOOD PANTRY INC | |||||||||||
| PO BOX 865 | CASHIERS | NC | 28717 | N/A | PC | General & Unrestricted | $10,000 | ||||
| FIVE VALLEYS LAND TRUST INC | |||||||||||
| 120 HICKORY ST STE B | MISSOULA | MT | 59801 | N/A | PC | the Sherry-Grant Creek Property purchase fund | $190,000 | ||||
| FJC | |||||||||||
| 520 8TH AVE 20TH FLOOR | NEW YORK | NY | 10018 | N/A | PC | Project Shema | $50,000 | ||||
| FORWARD MT FOUNDATION | |||||||||||
| PO BOX 2817 | MISSOULA | MT | 59806 | N/A | PC | In support of staff attending a Digital Organizer training | $2,500 | ||||
| FORWARD MT FOUNDATION | |||||||||||
| PO BOX 2817 | MISSOULA | MT | 59806 | N/A | PC | General & Unrestricted | $40,000 | ||||
| FRESPACE FRIENDS OF EDISTO BEACH STATE PARK AND ED | |||||||||||
| PO BOX 523 | EDISTO ISLAND | SC | 29438 | N/A | PC | General & Unrestricted | $5,000 | ||||
| FUTURE WEST | |||||||||||
| 321 E MAIN ST STE 322 | BOZEMAN | MT | 59715 | N/A | PC | General & Unrestricted | $60,000 | ||||
| GALLATIN VALLEY LAND TRUST | |||||||||||
| PO BOX 7021 | BOZEMAN | MT | 59771 | N/A | PC | the Alaska Bench Ranch project | $50,000 | ||||
| GALLATIN VALLEY LAND TRUST | |||||||||||
| PO BOX 7021 | BOZEMAN | MT | 59771 | N/A | PC | General & Unrestricted | $80,000 | ||||
| GEORGE WEST MENTAL HEALTH FOUNDATION INC | |||||||||||
| 1961 N DRUID HILLS RD NE | BROOKHAVEN | GA | 30329 | N/A | PC | General & Unrestricted | $5,000 | ||||
| GEORGIA ADVANCING COMMUNITIES TOGETHER INC | |||||||||||
| 250 GEORGIA AVE SE | ATLANTA | GA | 30312 | N/A | PC | Georgia Statewide Housing Trust Fund: Research, Education & Policy (R.E.P.) | $125,000 | ||||
| GEORGIA ALLIANCE EDUCATION FUND INC | |||||||||||
| PO BOX 170495 | ATLANTA | GA | 30317 | N/A | PC | General & Unrestricted | $75,000 | ||||
| GEORGIA BUDGET AND POLICY INSTITUTE INC | |||||||||||
| 50 HURT PLAZA SE STE 720 | ATLANTA | GA | 30303 | N/A | PC | General & Unrestricted | $300,000 | ||||
| GEORGIA INTERFAITH POWER AND LIGHT | |||||||||||
| PO BOX 286 | DECATUR | GA | 30031 | N/A | PC | General & Unrestricted | $2,300,000 | ||||
| GEORGIA JUSTICE PROJECT INC | |||||||||||
| 438 EDGEWOOD AVE SE | ATLANTA | GA | 30312 | N/A | PC | General & Unrestricted | $900,000 | ||||
| GEORGIA RESILIENCE AND OPPORTUNITY FUND INC | |||||||||||
| 777 MEMORIAL DR SE UNIT 753 | ATLANTA | GA | 30316 | N/A | PC | the In Her Hands initiative | $1,000,000 | ||||
| GIRLS GARAGE | |||||||||||
| 2080 2ND ST | BERKELEY | CA | 94710 | N/A | PC | General & Unrestricted | $175,000 | ||||
| GIRLS NOT BRIDES THE GLOBAL PARTNERSHIP TO END CH | |||||||||||
| N/A | PC | General & Unrestricted | $500,000 | 50 BROOK GREEN BLDG 5 FIRST FL | LONDON | UK | W6 7BJ | ||||
| GLACIER-TWO MEDICINE ALLIANCE INC | |||||||||||
| PO BOX 181 | E GLACIER PK | MT | 59434 | N/A | PC | General & Unrestricted | $20,000 | ||||
| GLOBAL FUND FOR CHILDREN | |||||||||||
| 1411 K ST NW SUITE 1200 | WASHINGTON | DC | 20005 | N/A | PC | Participation by GFC staff as well as staff of Asociacion SERnina in Kendeda Dialogues | $2,200 | ||||
| GLOBAL FUND FOR CHILDREN | |||||||||||
| 1411 K ST NW SUITE 1200 | WASHINGTON | DC | 20005 | N/A | PC | Healing Together: Promoting Healthy Masculinities to Advance Gender Justice and Support Youth Leadership at the Community Level | $270,290 | ||||
| GLOBAL FUND FOR WOMEN INC | |||||||||||
| 800 MARKET ST 7TH FL | SAN FRANCISCO | CA | 94102 | N/A | PC | Intergenerational Leadership Curriculum Design | $500,000 | ||||
| GLOBAL GREENGRANTS FUND INC | |||||||||||
| 2840 WILDERNESS PL STE A | BOULDER | CO | 80301 | N/A | PC | General & Unrestricted | $333,333 | ||||
| GLOBAL GREENGRANTS FUND INC | |||||||||||
| 2840 WILDERNESS PL STE A | BOULDER | CO | 80301 | N/A | PC | Funder Learning & Action Community for Women & Environment | $70,000 | ||||
| GLOBAL IMPACT | |||||||||||
| 1199 NORTH FAIRFAX ST STE 300 | ALEXANDRIA | VA | 22314 | N/A | PC | The Fund for a Safer Future | $100,000 | ||||
| GRASSROOTS GLOBAL JUSTICE | |||||||||||
| 7000 CARROLL AVE STE 200 | TAKOMA PARK | MD | 20912 | N/A | PC | General & Unrestricted | $391,065 | ||||
| GREAT PLAINS VETERANS SERVICES CENTER | |||||||||||
| 46 VETERANS PARK RD | BOX ELDER | MT | 59521 | N/A | PC | General & Unrestricted | $30,000 | ||||
| GREATER YELLOWSTONE COALITION INC | |||||||||||
| 215 S WALLACE AVE | BOZEMAN | MT | 59715 | N/A | PC | General & Unrestricted | $50,000 | ||||
| GREEN BUILT ALLIANCE | |||||||||||
| PO BOX 2594 | ASHEVILLE | NC | 28802 | N/A | PC | for participation in Kendeda's sustainability cohort | $5,000 | ||||
| GREENING YOUTH FOUNDATION INC | |||||||||||
| 779 ATWOOD ST SW | ATLANTA | GA | 30310 | N/A | PC | general operating support over the next two years and for site planning and green building design | $150,000 | ||||
| GREENSPACES | |||||||||||
| 63 E MAIN ST | CHATTANOOGA | TN | 37408 | N/A | PC | Operating Reserve Fund | $50,000 | ||||
| GREENSPACES | |||||||||||
| 63 E MAIN ST | CHATTANOOGA | TN | 37408 | N/A | PC | for participation in Kendeda Fund's sustainability cohort | $5,000 | ||||
| GRIST MAGAZINE INC | |||||||||||
| 1501 E MADISON ST SUITE 650 | SEATTLE | WA | 98122 | N/A | PC | Environmental Justice and Regional Expansion Initiatives | $250,000 | ||||
| GUNSDOWN INC | |||||||||||
| 611 PENNSYLVANIA AVE SE NUM 143 | WASHINGTON | DC | 20003 | N/A | PC | General & Unrestricted | $50,000 | ||||
| HEADWATERS COMMUNITY HOUSING TRUST | |||||||||||
| PO BOX 12013 | BOZEMAN | MT | 59719 | N/A | PC | general organizational support 2023-2025 | $500,000 | ||||
| HEADWATERS ECONOMICS INC | |||||||||||
| PO BOX 7059 | BOZEMAN | MT | 59771 | N/A | PC | General & Unrestricted | $100,000 | ||||
| HEALTH RESOURCES IN ACTION INC | |||||||||||
| 2 BOYLSTON ST STE 4 | BOSTON | MA | 02116 | N/A | PC | The HAVI - Community-based Violence Intervention/National Technical Assistance and Training Initiative | $50,000 | ||||
| HEART OF THE ROCKIES FOUNDATION | |||||||||||
| 120 HICKORY ST B | MISSOULA | MT | 59801 | N/A | SO I | the Keep it Connected projects: Sagebrush Steppe Land Trust's Mink Creek Project; the Inland Northwest Land Conservancy's Spokane River Project; the Conservation Fund for the Krause Ranch project and the Wood River Land Trust for the Slaughterhouse Creek Project | $523,850 | ||||
| HEART OF THE ROCKIES FOUNDATION | |||||||||||
| 120 HICKORY ST B | MISSOULA | MT | 59801 | N/A | SO I | Keep it Connected projects: - Bitterroot Land Trust- Spooner Creek project; Five Valleys Land Trust- Flint Creek project; Flathead Land Trust- Stillwater-Flathead Confluence project; MT Land Reliance- Absarokee/Beartooth Front project; WY Stockgrowers Land Trust- Big Piney Creek project; Teton Regional Land Trust- Darby Canyon Project | $1,537,000 | ||||
| HEART OF THE ROCKIES INITIATIVE | |||||||||||
| 120 HICKORY ST STE B | MISSOULA | MT | 59801 | N/A | PC | High Divide Collaborative; Rural Development program and the Keep it Connected initiative | $50,000 | ||||
| HEART OF THE ROCKIES INITIATIVE | |||||||||||
| 120 HICKORY ST STE B | MISSOULA | MT | 59801 | N/A | PC | Operating Reserve Fund | $25,000 | ||||
| HEART OF THE VALLEY HUMANE SOCIETY INC | |||||||||||
| PO BOX 11390 | BOZEMAN | MT | 59719 | N/A | PC | the Pet Health and Wellness Program | $15,000 | ||||
| HIGH COUNTRY NEWS | |||||||||||
| PO BOX 1090 | PAONIA | CO | 81428 | N/A | PC | General support for 2021; to the Indigenous Affairs Endowment fund in '22 and to the Internship Endowment fund in '23 | $20,000 | ||||
| HIGHER GROUND SUN VALLEY INC | |||||||||||
| PO BOX 6791 | KETCHUM | ID | 83340 | N/A | PC | the Higher Ground Military Program | $75,000 | ||||
| HIGHLANDER RESEARCH & EDUCATION CENTER INC | |||||||||||
| 1959 HIGHLANDER WAY | NEW MARKET | TN | 37820 | N/A | PC | Grantmakers for Southern Progress for General Operating Support with a focus on the establishment of the Georgia criminal justice/restorative funder table work in GA | $200,000 | ||||
| HISTORIC TAKOMA INC | |||||||||||
| 7328 CARROLL AVE | TAKOMA PARK | MD | 20912 | N/A | PC | Takoma Radio / WOW-D | $5,000 | ||||
| HOPA MOUNTAIN INC | |||||||||||
| PO BOX 10892 | BOZEMAN | MT | 59719 | N/A | PC | Strengthening the Circle and Indigenous Scholars of Promise | $170,000 | ||||
| HOPA MOUNTAIN INC | |||||||||||
| PO BOX 10892 | BOZEMAN | MT | 59719 | N/A | PC | Charitable Event | $10,000 | ||||
| HOPA MOUNTAIN INC | |||||||||||
| PO BOX 10892 | BOZEMAN | MT | 59719 | N/A | PC | the Salish-Kootenai and Blackfeet Reservations fund | $1,010,000 | ||||
| INDUSTRIAL COMMONS | |||||||||||
| 617 CARBON CITY RD | MORGANTON | NC | 28655 | N/A | PC | Building, growing and sustaining The Industrial Commons ecosystem fund | $395,000 | ||||
| INDUSTRIAL COMMONS | |||||||||||
| 617 CARBON CITY RD | MORGANTON | NC | 28655 | N/A | PC | Innovation Campus | $8,000,000 | ||||
| INTERNATIONAL PLANNED PARENTHOOD FEDERATION | |||||||||||
| 125 MAIDEN LANE 9TH FL | NEW YORK | NY | 10038 | N/A | PC | General & Unrestricted | $350,000 | ||||
| JEWISH FUNDERS NETWORK | |||||||||||
| 150 W 30TH ST RM 900 | NEW YORK | NY | 10001 | N/A | PC | the Emergency Fund of the Social Venture Fund for Jewish-Arab Equality and Shared Society in Israel | $250,000 | ||||
| JEWISH HOME LIFE COMMUNITIES INC | |||||||||||
| 3150 HOWELL MILL RD NW | ATLANTA | GA | 30327 | N/A | PC | General & Unrestricted | $20,000 | ||||
| JOHNS HOPKINS UNIVERSITY | |||||||||||
| 750 E PRATT ST 14TH FL | BALTIMORE | MD | 21202 | N/A | PC | General & Unrestricted | $50,000 | ||||
| KENT STATE UNIVERSITY FOUNDATION | |||||||||||
| PO BOX 5190 | KENT | OH | 44242 | N/A | PC | Ohio Employee Ownership Center | $20,000 | ||||
| LAUGHING HORSE ARTS FOUNDATION | |||||||||||
| PO BOX 460 | ELLENSBURG | WA | 98926 | N/A | PC | Ellensburg Community Radio | $25,000 | ||||
| LIBBY K-12 SCHOOLS | |||||||||||
| 724 LOUISIANA AVE | LIBBY | MT | 59923 | N/A | GOV | the Kootenai Outdoor Program | $10,000 | ||||
| LIFECYCLE BUILDING CENTER INC | |||||||||||
| PO BOX 570244 | ATLANTA | GA | 30357 | N/A | PC | Fundraising Capacity and Operating Reserve fund | $28,500 | ||||
| LIFECYCLE BUILDING CENTER INC | |||||||||||
| PO BOX 570244 | ATLANTA | GA | 30357 | N/A | PC | for participation in Kendeda Fund's sustainability cohort | $5,000 | ||||
| LIVINGSTON FOOD PANTRY OF PARK COUNTY | |||||||||||
| 202 S 2ND ST | LIVINGSTON | MT | 59047 | N/A | PC | General & Unrestricted | $50,000 | ||||
| MERCY SHIPS | |||||||||||
| PO BOX 1930 | LINDALE | TX | 75771 | N/A | PC | General & Unrestricted | $1,000,000 | ||||
| MICA GROUP INC | |||||||||||
| 120 E BALTIMORE ST STE 2500 | BALTIMORE | MD | 21202 | N/A | PC | the Iinnii Initiative: Advancing Equitable & Enduring Biocultural Conservation Impact through Buffalo Rematriation | $60,000 | ||||
| MONTANA CONSERVATION CORPS INC | |||||||||||
| 301 N WILLSON AVE | BOZEMAN | MT | 59715 | N/A | PC | Justice, Equity, Diversity and inclusion program | $100,000 | ||||
| MONTANA CONSERVATION VOTERS EDUCATION FUND | |||||||||||
| PO BOX 1814 | HELENA | MT | 59624 | N/A | PC | General & Unrestricted | $50,000 | ||||
| MONTANA CONSERVATION VOTERS EDUCATION FUND | |||||||||||
| PO BOX 1814 | HELENA | MT | 59624 | N/A | PC | charitable event | $2,500 | ||||
| MONTANA ENVIRONMENTAL INFORMATION CENTER INC | |||||||||||
| PO BOX 1184 | HELENA | MT | 59624 | N/A | PC | for taking action to address climate change; preventing destructive hardrock mining; and community organizing and coalition-building across Montana | $25,000 | ||||
| MONTANA FOOD BANK NETWORK INC | |||||||||||
| 5625 EXPY | MISSOULA | MT | 59808 | N/A | PC | capital campaign for a new warehouse facility | $500,000 | ||||
| MONTANA NATURAL HISTORY CENTER INC | |||||||||||
| 120 HICKORY ST SUITE A | MISSOULA | MT | 59801 | N/A | PC | the Visiting Naturalist in the Schools | $40,000 | ||||
| MONTANA OUTDOOR SCIENCE SCHOOL | |||||||||||
| PO BOX 502 | BOZEMAN | MT | 59771 | N/A | PC | General & Unrestricted | $50,000 | ||||
| MONTANA WATERSHED COORDINATION COUNCIL INC | |||||||||||
| 332 FULLER AVE | HELENA | MT | 59601 | N/A | PC | the Watershed Coordinator position fund and the watershed fund | $30,000 | ||||
| MONTANA WILDERNESS ASSOCIATION INC | |||||||||||
| 80 S WARREN ST | HELENA | MT | 59601 | N/A | PC | General & Unrestricted | $60,000 | ||||
| MONTANA WILDERNESS SCHOOL | |||||||||||
| 17640 ROCKY MOUNTAIN RD | BELGRADE | MT | 59714 | N/A | PC | General & Unrestricted | $20,000 | ||||
| MONTANA WILDLIFE FEDERATION | |||||||||||
| PO BOX 1175 | HELENA | MT | 59624 | N/A | PC | the Montana Citizens Elk Coalition | $100,000 | ||||
| MONTANA WILDLIFE FEDERATION | |||||||||||
| PO BOX 1175 | HELENA | MT | 59624 | N/A | PC | the Western Montana coordinator position fund and digital outreach fund | $40,000 | ||||
| MONTANA WILDLIFE FEDERATION | |||||||||||
| PO BOX 1175 | HELENA | MT | 59624 | N/A | PC | Operating Reserve Fund | $35,000 | ||||
| MULTIPLIER | |||||||||||
| 548 MARKET ST PMB 81178 | SAN FRANCISCO | CA | 94104 | N/A | PC | Project Equity's Employee Ownership Equals Communications campaign | $20,000 | ||||
| MUSEUM OF DESIGN ATLANTA INC | |||||||||||
| 1315 PEACHTREE ST NE | ATLANTA | GA | 30309 | N/A | PC | Programmatic support fund for Full Circle Design (on-demand exhibition) | $112,500 | ||||
| NACDC FINANCIAL SERVICES INC | |||||||||||
| PO BOX 3029 | BROWNING | MT | 59417 | N/A | PC | General & Unrestricted | $25,000 | ||||
| NATIONAL NATIVE AMERICAN BOARDING SCHOOL HEALING C | |||||||||||
| 2525 E FRANKLIN AVE STE 120 | MINNEAPOLIS | MN | 55406 | N/A | PC | implementation fund of the 10-year strategic plan | $4,500,000 | ||||
| NATIONAL PARKS CONSERVATION ASSOCIATION | |||||||||||
| 777 6TH ST NW STE 700 | WASHINGTON | DC | 20001 | N/A | PC | the Glacier Field Office | $110,000 | ||||
| NATIONAL PARKS CONSERVATION ASSOCIATION | |||||||||||
| 777 6TH ST NW STE 700 | WASHINGTON | DC | 20001 | N/A | PC | Veterans Program | $75,000 | ||||
| NATIONAL PARKS CONSERVATION ASSOCIATION | |||||||||||
| 777 6TH ST NW STE 700 | WASHINGTON | DC | 20001 | N/A | PC | Salute to the Parks | $25,000 | ||||
| NATIONAL WILDLIFE FEDERATION | |||||||||||
| 240 N HIGGINS AVE STE 2 | MISSOULA | MT | 59802 | N/A | PC | the Northern Rockies' region Wildlife Conflict Resolution Program | $25,000 | ||||
| NEXUS COMMUNITY PARTNERS | |||||||||||
| 2314 UNIVERSITY AVE W STE 18 | SAINT PAUL | MN | 55114 | N/A | PC | General & Unrestricted | $600,000 | ||||
| NITSINIIKOOKIT | |||||||||||
| 2093 GLASSER PL | BILLINGS | MT | 59102 | N/A | PC | 2023 Indigenous Film Festival | $2,500 | ||||
| NORTHERN CHEYENNE FOOD PANTRY | |||||||||||
| PO BOX 159 | LAME DEER | MT | 59043 | N/A | PC | To support materials purchase and staffing capacity | $9,200 | ||||
| NORTHERN PLAINS RESOURCE COUNCIL | |||||||||||
| 220 S 27TH ST STE A | BILLINGS | MT | 59101 | N/A | PC | the Yellowstone Bend Citizens Council Sherwood Apartments Solarization Project | $10,000 | ||||
| NORTHERN PLAINS RESOURCE COUNCIL | |||||||||||
| 220 S 27TH ST STE A | BILLINGS | MT | 59101 | N/A | PC | General & Unrestricted | $100,000 | ||||
| OKRA SOUP FOUNDATION | |||||||||||
| 4464 CAMBRIDGE DR | ORANGEBURG | SC | 29118 | N/A | PC | General & Unrestricted | $10,000 | ||||
| OREGON ALLIANCE TO PREVENT GUN VIOLENCE ACTION FOU | |||||||||||
| 4931 SW 76TH AVE STE 154 | PORTLAND | OR | 97225 | N/A | PC | General & Unrestricted | $70,000 | ||||
| OREGON STATE UNIVERSITY FOUNDATION | |||||||||||
| 4238 SW RESEARCH WAY | CORVALLIS | OR | 97333 | N/A | PC | General & Unrestricted | $35,000 | ||||
| OUTWARD BOUND INC | |||||||||||
| 4845 PEARL E CIR STE 118 | BOULDER | CO | 80301 | N/A | PC | the Outward Bound Veterans Program | $50,000 | ||||
| PARK COUNTY COMMUNITY FOUNDATION | |||||||||||
| 104 S MAIN ST | LIVINGSTON | MT | 59047 | N/A | PC | Pedestrian Crosswalks in Livingston | $40,000 | ||||
| PARK COUNTY COMMUNITY FOUNDATION | |||||||||||
| 104 S MAIN ST | LIVINGSTON | MT | 59047 | N/A | PC | General Operational Support | $25,000 | ||||
| PARK COUNTY COMMUNITY FOUNDATION | |||||||||||
| 104 S MAIN ST | LIVINGSTON | MT | 59047 | N/A | PC | the Coordinator position fund for the Park county housing coalition | $5,000 | ||||
| PARK COUNTY ENVIRONMENTAL COUNCIL | |||||||||||
| PO BOX 164 | LIVINGSTON | MT | 59047 | N/A | PC | General & Unrestricted | $50,000 | ||||
| PARK PRIDE INC | |||||||||||
| PO BOX 4936 | ATLANTA | GA | 30302 | N/A | PC | General & Unrestricted | $15,000 | ||||
| PARTNERSHIP FOR SOUTHERN EQUITY | |||||||||||
| 55 IVAN ALLEN JR BLVD NW STE 530 | ATLANTA | GA | 30308 | N/A | PC | General & Unrestricted | $300,000 | ||||
| PEACHTREE ROAD METHODIST CHURCH | |||||||||||
| 3180 PEACHTREE RD NW | ATLANTA | GA | 30305 | N/A | PC | Global Missions | $5,000 | ||||
| PEOPLE UNITED FOR SUSTAINABLE HOUSING INCORPORATED | |||||||||||
| 429 PLYMOUTH AVE STE 1 | BUFFALO | NY | 14213 | N/A | PC | General & Unrestricted | $300,000 | ||||
| PHILANTHROPY SOUTHEAST INC | |||||||||||
| 100 PEACHTREE ST NW 2080 | ATLANTA | GA | 30303 | N/A | PC | SECF annual fund and gga general operating support | $35,000 | ||||
| PIEGAN INSTITUTE | |||||||||||
| 223 4TH AVE SW | BROWNING | MT | 59417 | N/A | PC | General & Unrestricted | $80,000 | ||||
| POLICYLINK | |||||||||||
| 1438 WEBSTER ST STE 303 | OAKLAND | CA | 94612 | N/A | PC | General & Unrestricted | $291,065 | ||||
| POSITIVE FUTURES NETWORK | |||||||||||
| PO BOX 1219 | POULSBO | WA | 98370 | N/A | PC | for a series of articles on Redefining Prosperity and general support | $50,000 | ||||
| PROGEORGIA STATE TABLE INC | |||||||||||
| 151 ELLIS ST NE | ATLANTA | GA | 30303 | N/A | PC | ProGeorgia general operating support for non partisan civic engagement | $175,000 | ||||
| PROTECT THE CLEARWATER | |||||||||||
| 309 SHORT ST | MISSOULA | MT | 59804 | N/A | PC | General & Unrestricted | $10,000 | ||||
| PUBLIC BROADCASTING ATLANTA | |||||||||||
| 740 BISMARK RD NE | ATLANTA | GA | 30324 | N/A | PC | General & Unrestricted | $25,000 | ||||
| RANDOM ACTS OF SILLINESS | |||||||||||
| PO BOX 6790 | BOZEMAN | MT | 59771 | N/A | PC | General & Unrestricted | $50,000 | ||||
| ROSWELL COMMUNITY MASJID INC | |||||||||||
| 345 MARKET PL | ROSWELL | GA | 30075 | N/A | PC | to hire a regenerative design consultant | $20,000 | ||||
| SIERRA CLUB FOUNDATION | |||||||||||
| 2101 WEBSTER ST STE 1250 | OAKLAND | CA | 94612 | N/A | PC | the Sierra Club Military Outdoors' Military Outdoors Coalition | $80,000 | ||||
| SOUL RIVER INC | |||||||||||
| 1926 N KILPATRICK ST | PORTLAND | OR | 97217 | N/A | PC | General & Unrestricted | $15,000 | ||||
| SOUTHFACE ENERGY INSTITUTE INC | |||||||||||
| 241 PINE ST NE | ATLANTA | GA | 30308 | N/A | PC | GoodUse | $2,000,000 | ||||
| SOUTHFACE ENERGY INSTITUTE INC | |||||||||||
| 241 PINE ST NE | ATLANTA | GA | 30308 | N/A | PC | for participation in Kendeda's sustainability cohort | $5,000 | ||||
| SOUTHFACE ENERGY INSTITUTE INC | |||||||||||
| 241 PINE ST NE | ATLANTA | GA | 30308 | N/A | PC | Southeast Sustainability Leaders Collaborative | $331,000 | ||||
| ST JUDE CHILDRENS RESEARCH HOSPITAL INC | |||||||||||
| 501 ST JUDE PL | MEMPHIS | TN | 38105 | N/A | PC | General & Unrestricted | $1,000,000 | ||||
| SUNDANCE INSTITUTE | |||||||||||
| PO BOX 684429 | PARK CITY | UT | 84068 | N/A | PC | Gun Violence Prevention and Environment program | $350,000 | ||||
| SUSTAINABILITY INSTITUTE INC | |||||||||||
| 1850 TRUXTUN AVE | NORTH CHARLESTON | SC | 29405 | N/A | PC | for participation in Kendeda's sustainability cohort | $5,000 | ||||
| SUSTAINABILITY INSTITUTE INC | |||||||||||
| 1850 TRUXTUN AVE | NORTH CHARLESTON | SC | 29405 | N/A | PC | Operating Reserve Fund | $41,050 | ||||
| TEAM RUBICON | |||||||||||
| 5230 PACIFIC CONCOURSE DR STE 200 | LOS ANGELES | CA | 90045 | N/A | PC | the Ready Reserve Program | $50,000 | ||||
| TEAM RUBICON | |||||||||||
| 5230 PACIFIC CONCOURSE DR STE 200 | LOS ANGELES | CA | 90045 | N/A | PC | the Trades Academy | $200,000 | ||||
| THE ATLANTA-FULTON PUBLIC LIBRARY FOUNDATION INC | |||||||||||
| 1 MARGARET MITCHELL SQ NW | ATLANTA | GA | 30303 | N/A | PC | One Book, One Read Program | $25,000 | ||||
| THE BIOMIMICRY INSTITUTE | |||||||||||
| PO BOX 9216 | MISSOULA | MT | 59807 | N/A | PC | General & Unrestricted | $331,069 | ||||
| THE CHARITABLE FOUNDATION OF THE ROTARY CLUB OF AT | |||||||||||
| 40 COURTLAND ST NE | ATLANTA | GA | 30303 | N/A | PC | Youth Service Fund | $10 | ||||
| THE COMMUNITY FOUNDATION FOR GREATER ATLANTA INC | |||||||||||
| 191 PEACHTREE ST NE STE 1000 | ATLANTA | GA | 30303 | N/A | PC | General & Unrestricted (see general explanation) | $947,516 | ||||
| THE FUNDERS NETWORK INC | |||||||||||
| 2000 PONCE DE LEON BLVD STE 600 | CORAL GABLES | FL | 33134 | N/A | PC | Partners for Places | $800,000 | ||||
| THE FUNDERS NETWORK INC | |||||||||||
| 2000 PONCE DE LEON BLVD STE 600 | CORAL GABLES | FL | 33134 | N/A | PC | General & Unrestricted | $50,000 | ||||
| THE MISSION CONTINUES | |||||||||||
| 1141 S 7TH ST | SAINT LOUIS | MO | 63104 | N/A | PC | the MC Service Platoon Program | $50,000 | ||||
| THE NATIONAL MILITARY FAMILY ASSOCIATION | |||||||||||
| 2800 EISENHOWER AVE SUITE 250 | ALEXANDRIA | VA | 22314 | N/A | PC | Operation Purple Family Retreats | $50,000 | ||||
| THE PHILANTHROPY WORKSHOP INC | |||||||||||
| 110 E 25TH ST | NEW YORK | NY | 10010 | N/A | PC | General & Unrestricted | $12,000 | ||||
| THE SHANE LALANI CENTER FOR THE ARTS | |||||||||||
| PO BOX 58 | LIVINGSTON | MT | 59047 | N/A | PC | the Act II capital campaign | $50,000 | ||||
| THE SHANE LALANI CENTER FOR THE ARTS | |||||||||||
| PO BOX 58 | LIVINGSTON | MT | 59047 | N/A | PC | General & Unrestricted | $10,000 | ||||
| THE SOUTH FORK CONSERVANCY INCORPORATED | |||||||||||
| 1788 PONCE DE LEON AVE NE | ATLANTA | GA | 30307 | N/A | PC | Confluence to Emory Project | $1,500,000 | ||||
| THRIVE INC | |||||||||||
| 407 S FERGUSON AVE | BOZEMAN | MT | 59718 | N/A | PC | General & Unrestricted | $10,000 | ||||
| THUNDER VALLEY COMMUNITY DEVELOPMENT CORPORATION | |||||||||||
| PO BOX 290 | PORCUPINE | SD | 57772 | N/A | PC | General & Unrestricted | $300,000 | ||||
| THUNDER VALLEY COMMUNITY DEVELOPMENT CORPORATION | |||||||||||
| PO BOX 290 | PORCUPINE | SD | 57772 | N/A | PC | building and strengthening an operating reserve fund | $388,256 | ||||
| TRACE MEDIA INC | |||||||||||
| PO BOX 24532 | BROOKLYN | NY | 11202 | N/A | PC | Operating Reserve Fund | $420,000 | ||||
| TRACE MEDIA INC | |||||||||||
| PO BOX 24532 | BROOKLYN | NY | 11202 | N/A | PC | General & Unrestricted | $150,000 | ||||
| TRUST FOR PUBLIC LAND | |||||||||||
| 1007 E MAIN ST STE 300 | BOZEMAN | MT | 59715 | N/A | PC | the Murphy Land purchase fund, part of the Yellowstone Heritage Trails Project- Capital | $100,000 | ||||
| URBAN SUSTAINABILITY DIRECTORS NETWORK | |||||||||||
| 500 WESTOVER DR 14973 | SANFORD | NC | 27330 | N/A | PC | Southeast Sustainability Director's Network to participate in Kendeda's sustainability cohort | $5,000 | ||||
| UTOPIAN ACADEMY FOR THE ARTS THE MILLER FOUNDATION | |||||||||||
| 2750 FOREST PKWY | ELLENWOOD | GA | 30294 | N/A | PC | General & Unrestricted | $100,000 | ||||
| VETERAN RITES INC | |||||||||||
| 2602 SOUTH 38TH ST A134 | TACOMA | WA | 98409 | N/A | PC | General & Unrestricted | $25,000 | ||||
| VILLAGE MICRO FUND | |||||||||||
| 1679 OLYMPIAN WAY SW | ATLANTA | GA | 30310 | N/A | PC | General & Unrestricted | $250,000 | ||||
| VOW FOR GIRLS INC | |||||||||||
| 1350 AVE OF THE AMERICAS FL 2-1109 | NEW YORK | NY | 10019 | N/A | PC | General & Unrestricted | $100,000 | ||||
| VOW FOR GIRLS INC | |||||||||||
| 1350 AVE OF THE AMERICAS FL 2-1109 | NEW YORK | NY | 10019 | N/A | PC | building a movement of educated individuals in the U.S. who understand the inequities women and girls face and support efforts to invest in girls' rights and ending child marriage | $150,000 | ||||
| WARRIORS & QUIET WATERS FOUNDATION | |||||||||||
| 351 EVERGREEN DR STE A | BOZEMAN | MT | 59715 | N/A | PC | Support for development of a new online fundraising platform, the Program Coordinator Position fund, a revised program evaluation tool and the Conservation Flyfishing Experience | $53,500 | ||||
| WESTERN NATIVE VOICE | |||||||||||
| PO BOX 1018 | BILLINGS | MT | 59103 | N/A | PC | General & Unrestricted | $60,000 | ||||
| WESTERN ORGANIZATION OF RESOURCE COUNCILS EDUCATIO | |||||||||||
| 220 S 27TH ST STE B | BILLINGS | MT | 59101 | N/A | PC | the Flathead Citizens Organizing Project, a program of A Better Big Sky | $200,000 | ||||
| WESTERN ORGANIZATION OF RESOURCE COUNCILS EDUCATIO | |||||||||||
| 220 S 27TH ST STE B | BILLINGS | MT | 59101 | N/A | PC | A Better Big Sky's Cascade Organizing project | $50,000 | ||||
| WESTERN ORGANIZATION OF RESOURCE COUNCILS EDUCATIO | |||||||||||
| 220 S 27TH ST STE B | BILLINGS | MT | 59101 | N/A | PC | Montana Voices Data Infrastructure fund including Data Analyst and VAN Administrator | $30,000 | ||||
| WESTERN ORGANIZATION OF RESOURCE COUNCILS EDUCATIO | |||||||||||
| 220 S 27TH ST STE B | BILLINGS | MT | 59101 | N/A | PC | Middle Fork Strategies, Brandon DeMars Executive Director fund | $200,000 | ||||
| WESTERN SUSTAINABILITY EXCHANGE | |||||||||||
| PO BOX 1448 | LIVINGSTON | MT | 59047 | N/A | PC | the Montana Grassland Carbon Program | $20,000 | ||||
| WESTERN SUSTAINABILITY EXCHANGE | |||||||||||
| PO BOX 1448 | LIVINGSTON | MT | 59047 | N/A | PC | operating reserve fund | $60,000 | ||||
| WILDERNESS SOCIETY | |||||||||||
| 503 WEST MENDENHALL ST | BOZEMAN | MT | 59715 | N/A | PC | the Northern Rockies Regional office | $75,000 | ||||
| WORKING FILMS INC | |||||||||||
| 624 S 7TH ST | WILMINGTON | NC | 28401 | N/A | PC | General & Unrestricted | $500,000 | ||||
| YAAK VALLEY FOREST COUNCIL | |||||||||||
| 11896 YAAK RIVER RD | TROY | MT | 59935 | N/A | PC | General & Unrestricted | $125,000 | ||||
| YELLOWSTONE TO YUKON CONSERVATION INITIATIVE | |||||||||||
| PO BOX 157 | BOZEMAN | MT | 59771 | N/A | PC | General & Unrestricted | $50,000 | ||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $60,256,587 | 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 | $102,326 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $605,521 | 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 Income | OtherInvestmentIncomeGrp |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $3,852,786 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Income Loss From Special Evt | NetIncomeLossFromSpecialEvtGrp | |
| Gross Profit Loss Sls Of Invntry | GrossProfitLossSlsOfInvntryGrp |
Other Revenue Described OtherRevenueDescribedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | CLASS ACTION LAWSUIT PROCEEDS | Desc |
| Exclusion | 01 | ExclusionCd |
| Exclusion | $275 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $4,560,908 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $4,560,908 | 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 | diana blank | ContributorPersonNm |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | CIBC - 3290 NORTHSIDE PKWY 7TH FL | AddressLine1Txt |
| City | Atlanta | CityNm |
| State Abbreviation | GA | StateAbbreviationCd |
| ZIP | 30327 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $8,532,905 | 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, 13500 sh. | $3,952,935 | 2023-10-13 |
| 1 | HOME DEPOT INC HD, 7000 sh. | $2,020,095 | 2023-11-13 |
| 1 | HOME DEPOT INC HD, 6550 sh. | $2,011,374 | 2023-11-17 |
| 1 | HOME DEPOT INC HD, 1326 sh. | $432,501 | 2023-12-08 |
Depreciation Schedule DepreciationSchedule
Depreciation Property DepreciationPropertyGrp (9 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | Cost Or Other BasisCostOrOtherBasisAmt | Prior Year DepreciationPriorYearDepreciationAmt | Computation MethodComputationMethodTxt | LifeLifeRt | Current Year ExpenseCurrentYearExpenseAmt |
|---|---|---|---|---|---|---|
| ALLSTEEL WORKSTATI | 2015-07-31 | $16,198 | $16,198 | SL | 7 | |
| ETTA CONFERENCE TA | 2015-07-31 | $3,175 | $3,175 | SL | 7 | |
| KENNEDY SOFA | 2015-07-31 | $4,241 | $4,241 | SL | 7 | |
| LOGO GRAPHIC | 2015-07-31 | $594 | $594 | SL | 7 | |
| MG CARY CHAIRS | 2015-07-31 | $3,007 | $3,007 | SL | 7 | |
| RANDAL CABINET | 2016-09-28 | $3,648 | $3,256 | SL | 7 | $392 |
| TASK CHAIRS | 2015-07-31 | $3,190 | $3,190 | SL | 7 | |
| COFFEE TABLE | 2015-07-31 | $583 | $583 | SL | 7 | |
| CONFERENCE CHAIRS | 2015-07-31 | $11,275 | $11,275 | SL | 7 |
General Explanation Attachment GeneralExplanationAttachment
General Explanation GeneralExplanationGrp (2 entries)
| IdentifierIdentifierTxt | Form And Line ReferenceFormAndLineReferenceDesc | Medium ExplanationMediumExplanationTxt |
|---|---|---|
| PART I LINE 25 AND PART XIV LINE 3A | PART I LINE 25 AND PART XIV LINE 3A | DISTRIBUTIONS OF PROPERTY VALUE AT FAIR MARKET VALUE AT DATE OF DISTRIBUTION METHOD FOR DETERMINING FMV OF SECURITIES: AVERAGE OF HIGH/LOW ON DATE GRANTED TO CHARITY METHOD OF DETERMINING BOOK VALUE OF SECURITIES: COST OR AVERAGE OF HIGH/LOW ON DATE CONTRIBUTED TO FOUNDATION TOTAL FAIR MARKET VALUE OF PROPERTY: $892,073 TOTAL BOOK VALUE OF PROPERTY: $637,600 total cash portion of grants: $55,443 TOTAL AMOUNT OF GRANTS: $947,516 FORM 990-PF, PART III, LINE 3 - OTHER INCREASES/DECREASES: $254,473 DETAILS OF ITEMS GRANTED: DESCRIPTION OF PROPERTY: PURA VIDA OFFSHORE FUND ONE, LTD UNITS: 1 DATE OF DISTRIBUTION: 10/1/2023 GRANT RECIPIENT: THE COMMUNITY FOUNDATION FOR GREATER ATLANTA INC FMV OF PROPERTY: $69,459 BOOK VALUE OF PROPERTY: $174,148 cash portion of grant: $0 TOTAL AMOUNT OF GRANT: $69,459 DESCRIPTION OF PROPERTY: RA CAPITAL HEALTHCARE INTL FUND LTD UNITS: 1 DATE OF DISTRIBUTION: 12/29/2023 GRANT RECIPIENT: THE COMMUNITY FOUNDATION FOR GREATER ATLANTA INC FMV OF PROPERTY: $359,162 BOOK VALUE OF PROPERTY: $- cash portion of grant: 55,443 TOTAL AMOUNT OF GRANT: $414,605 Description of Property: ATLAS POINT GLOBAL MULTI STRAT OFFSHORE fund, LTD - HOLDBACK Units: 1 Date of Distribution: 10/1/2023 Grant Recipient: The Community Foundation for Greater Atlanta Inc FMV of Property: $83,261 Book Value of Property: $83,261 Cash portion of Grant: $0 Total Amount of Grant: $83,261 Description of Property: BOOTHBAY ABSOLUTE RETURN STRATEGIES OFFSHORE, LTD - HOLDBACK Units: 1 Date of Distribution: 10/1/2023 Grant Recipient: The Community Foundation for Greater Atlanta Inc FMV of Property: $380,191 Book Value of Property: $380,191 Cash portion of Grant: $0 Total Amount of Grant: $380,191 |
| Form 990-PF, Part XII, Line 7 | Form 990-PF, Part XII, Line 7 | Election to Treat Unused Prior Year Corpus Distributions as Current Year Corpus Distributions Pursuant to Treasury Regulations Section 53.4942(a)-3(c)(2)(iv), The Kendeda Fund hereby elects to treat, as a current distribution out of corpus, the following unused prior years' distributions that were treated as corpus distributions under Treasury Regulations Section 53.4942(a)-3(d)(1)(iii) in such prior tax years: Tax Year: 2019 Amount: $7,125,592 Tax Year: 2020 Amount: $1,407,329 Total Amount: $8,532,921 By: WHIT MANSFIELD Title: TRUSTEE The Kendeda Fund (the "Foundation") hereby elects to satisfy the requirements of Internal Revenue Code ("Code") Section 170(b)(1)(F)(ii) in respect of contributions of cash and publicly traded securities with a total value of $8,532,921 on the dates received in the taxable year ending December 31, 2023 (the "Conduit Election Year"). To satisfy the requirements of Code Section 170(b)(1)(F)(ii), a private non-operating foundation must: (A) by the end of the Conduit Election Year, distribute any undistributed income from the year immediately preceding the Conduit Election Year; (B) distribute, in the absence of an election under Code Section 4942(h)(2), any undistributed income from the Conduit Election Year by the end of the Conduit Election Year; and (C) make qualifying distributions treated as distributions out of corpus by no later than the 15th day of the third month of the taxable year following the Conduit Election Year in an amount equal to 100 percent of the contributions received by such foundation in the Conduit Election Year. A. Satisfaction of Minimum Distribution Requirement for the Conduit Election Year. As reported on Part XII, Line 2, column (c), the undistributed income for the year immediately preceding the Conduit Election Year is $0. In other words, the Foundation had no undistributed income for 2022. B. Timely Satisfaction of Minimum Distribution Requirement for the Taxable Year following the Conduit Election Year. As reported on Part XII, Line 6f, column (d), the undistributed income for the Conduit Election Year is $0. In other words, the Foundation had no undistributed income for 2023. C. Sufficient Timely Qualified Distributions Made Out of Corpus. To satisfy the requirements of Internal Revenue Code Section 170(b)(1)(F)(ii), the Foundation had until March 15th, 2024, the 15th day of the third month of the taxable year following the Conduit Election Year, to make distributions out of corpus in an amount equal to 100 percent of the contributions received by it in the Conduit Election Year, $8,532,921. As reported on Part XII, Line 7, the Foundation is treating $8,532,921 as a current distribution out of corpus in full satisfaction of the requirements of Code Section 170(b)(1)(F)(ii) in respect of the Conduit Election Year. The Foundation has attached the necessary election, pursuant to Treasury Regulations Section 53.4942(a)-3(c)(2)(iv), to treat $8,532,921, of its unused prior years' corpus distributions, as a current distribution out of corpus. |
Land Etc Schedule2 LandEtcSchedule2
Land Etc LandEtcGrp (9 entries)
| Category Or ItemCategoryOrItemTxt |
|---|
| ALLSTEEL WORKSTATI |
| ETTA CONFERENCE TA |
| KENNEDY SOFA |
| LOGO GRAPHIC |
| MG CARY CHAIRS |
| RANDAL CABINET |
| TASK CHAIRS |
| COFFEE TABLE |
| CONFERENCE CHAIRS |
Liquidation Explanation Stmt LiquidationExplanationStmt
| Field | Value | IRS element (for citing) |
|---|---|---|
| Explanation | The following information is submitted in accordance with Treasury Regulation Section 1.6043-3(a)(1) and the Form 990-PF instructions: During the taxable year ending December 31, 2023, The Kendeda Fund (the "Foundation") made distributions from assets from sources other than current income in complete liquidation. The Foundation executed the attached Termination of Trust effective December 31, 2023. The Foundation made distributions of cash to the grantees listed in the attachment to Part XIV, Line 3a; each such grant was made solely for the charitable purpose specified therein. A FINAL DISTRIBUTION OF THE FOUNDATION'S EXPECTED TAX REFUND OF $15,143 WILL BE MADE AS A GRANT TO A 501(C)(3) PUBLIC CHARITY PER IRS REGULATIONS. | ExplanationTxt |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | Document Review/Drafting | CategoryTxt |
| Legal Fees | $161 | LegalFeesAmt |
| Disbursements Charitable Prps | $161 | DisbursementsCharitablePrpsAmt |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | PRIOR PERIOD ADJUSTMENT | Desc |
| Amt | $2,241 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (10 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|---|
| Administrative Fees | $142,125 | $142,125 | |
| Bank Charges | $85 | $85 | |
| Cell Phone Expense | $2,427 | $2,427 | |
| Digital Subscriptions | $704 | $704 | |
| ADVERTISING EXPENSE | $12,780 | $12,780 | |
| Foundation Dues & Memberships | $1,850 | $1,850 | |
| OFFICE SUPPLIES | $6,347 | $6,347 | |
| Postage/Delivery Service | $4,249 | $4,249 | |
| TRAINING & PROF DEVELOPMENT | $6,635 | $6,635 | |
| Website Hosting/Support | $6,438 | $6,438 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Class Action Lawsuit Proceeds | Desc |
| Revenue And Expenses Per Books | $275 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $275 | NetInvestmentIncomeAmt |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | GRANTS OF PFICS | Desc |
| Amt | $254,473 | Amt |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | PAYROLL WITHHELD | Desc |
| BOY Book Value | $6,249 | BOYBookValueAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (16 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| Investment Management Services | $54,419 | $54,419 | |
| DESIGN SERVICES | $28,770 | $28,770 | |
| Philanthropic Consulting Srvcs | $623,766 | $623,766 | |
| INTERVIEW PRODUCTION SERVICES | $12,000 | $12,000 | |
| Website Development | $178,610 | $178,610 | |
| EDITING SERVICES | $4,510 | $4,510 | |
| TRANSLATION SERVICES | $1,448 | $1,448 | |
| ADMINISTRATION OF FOUNDATION | $1,768 | $1,768 | |
| IT SUPPORT | $874 | $874 | |
| PROJECT MANAGEMENT | $24,250 | $24,250 | |
| PODCAST PRODUCTION SERVICES | $55,425 | $55,425 | |
| DATA VISUALIZATION SERVICES | $175,130 | $175,130 | |
| BENEFITS SUPPORT SERVICES | $25,650 | $25,650 | |
| COMMUNICATION CONSULTING SRVCS | $199,959 | $199,959 | |
| ADVISORY SERVICES | $90,000 | $45,000 | $45,000 |
| VISUAL AND GRAPHIC SERVICES | $21,000 | $21,000 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt |
|---|---|
| 990-PF Estimated Tax for 2023 | $60,100 |
| 990-PF Extension for 2022 | $122,300 |
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