Form990-PF

Department of the Treasury
Internal Revenue Service

Return of Private Foundation
or Section 4947(a)(1) Trust Treated as Private Foundation
bulletDo not enter social security numbers on this form as it may be made public.
bulletGo to www.irs.gov/Form990PF for instructions and the latest information.
OMB No. 1545-0052
2020
Open to Public Inspection
For calendar year 2020, or tax year beginning 01-01-2020 , and ending 12-31-2020
Name of foundation
Wend II Inc
 
Number and street (or P.O. box number if mail is not delivered to street address)PO BOX 1860
  Room/suite
City or town, state or province, country, and ZIP or foreign postal code
BENTONVILLE, AR72712
A Employer identification number

82-3592173
B Telephone number (see instructions)

(479) 464-1570
C bullet
G Check all that apply:

D 1. Foreign organizations, check here............. bullet
2. Foreign organizations meeting the 85%
test, check here and attach computation ... bullet
E bullet
H Check type of organization:
F bullet
I Fair market value of all assets at end
of year (from Part II, col. (c),
line 16)bullet$12,368,393J Accounting method:
 
(Part I, column (d) must be on cash basis.)
Part I Analysis of Revenue and Expenses (The total of amounts in columns (b), (c), and (d) may not necessarily equal the amounts in column (a) (see instructions).) (a) Revenue and
expenses per
books 		(b) Net investment
income 		(c) Adjusted net
income 		(d) Disbursements
for charitable
purposes
(cash basis only)
Revenue 1 Contributions, gifts, grants, etc., received (attach schedule) 15,195,338
2 Check bullet.............
3 Interest on savings and temporary cash investments      
4 Dividends and interest from securities... 223,520 223,520  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 -53,736
b Gross sales price for all assets on line 6a 15,141,602
7 Capital gain net income (from Part IV, line 2)... 15,104,917
8 Net short-term capital gain.........  
9 Income modifications...........  
10a Gross sales less returns and allowances 0
b Less: Cost of goods sold.... 0
c Gross profit or (loss) (attach schedule)..... 0  
11 Other income (attach schedule)....... 0 0 0
12 Total. Add lines 1 through 11........ 15,365,122 15,328,437 0
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc.        
14 Other employee salaries and wages......        
15 Pension plans, employee benefits.......        
16a Legal fees (attach schedule)......... Click to see attachment 698 0 0 698
b Accounting fees (attach schedule)....... 0 0 0 0
c Other professional fees (attach schedule).... Click to see attachment 207,634 1,250 0 206,384
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... Click to see attachment 10,000 0 0 0
19 Depreciation (attach schedule) and depletion... 0 0 0
20 Occupancy..............        
21 Travel, conferences, and meetings.......        
22 Printing and publications..........        
23 Other expenses (attach schedule)....... Click to see attachment 404 0 0 404
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 218,736 1,250 0 207,486
25 Contributions, gifts, grants paid....... 73,023,757 73,023,757
26 Total expenses and disbursements. Add lines 24 and 25 73,242,493 1,250 0 73,231,243
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements -57,877,371
b Net investment income (if negative, enter -0-) 15,327,187
c Adjusted net income (if negative, enter -0-)... 0
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2020)
Form 990-PF (2020)
Page 2
Part II Balance Sheets Attached schedules and amounts in the description column
should be for end-of-year amounts only. (See instructions.) 		Beginning of year End of year
(a) Book Value (b) Book Value (c) Fair Market Value
Assets 1 Cash—non-interest-bearing............. 119,933 108,690 108,690
2 Savings and temporary cash investments......... 65,033,712 12,259,668 12,259,668
3 Accounts receivable bullet35
Less: allowance for doubtful accounts bullet   92,119 35 35
4 Pledges receivable bullet  
Less: allowance for doubtful accounts bullet     0 0
5 Grants receivable.................      
6 Receivables due from officers, directors, trustees, and other
disqualified persons (attach schedule) (see instructions)..... 0 0 0
7 Other notes and loans receivable (attach schedule) bullet0
Less: allowance for doubtful accounts bullet0 0 0 0
8 Inventories for sale or use..............      
9 Prepaid expenses and deferred charges..........      
10a Investments—U.S. and state government obligations (attach schedule) 0 0 0
b Investments—corporate stock (attach schedule)....... 0 Click to see attachment0 0
c Investments—corporate bonds (attach schedule)....... 0   0
11 Investments—land, buildings, and equipment: basis bullet0
Less: accumulated depreciation (attach schedule) bullet0 0   0
12 Investments—mortgage loans.............      
13 Investments—other (attach schedule).......... 0 0 0
14 Land, buildings, and equipment: basis bullet0
Less: accumulated depreciation (attach schedule) bullet0 0   0
15 Other assets (describe bullet) 0 0 0
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 65,245,764 12,368,393 12,368,393
Liabilities 17 Accounts payable and accrued expenses..........    
18 Grants payable.................    
19 Deferred revenue.................    
20 Loans from officers, directors, trustees, and other disqualified persons 0 Click to see attachment5,000,000
21 Mortgages and other notes payable (attach schedule)...... 0 0
22 Other liabilities (describe bullet)    
23 Total liabilities (add lines 17 through 22)......... 0 5,000,000
Net Assets or Fund Balances Foundations that follow FASB ASC 958, check here bullet
and complete lines 24, 25, 29 and 30.
24 Net assets without donor restrictions...........    
25 Net assets with donor restrictions............    
Foundations that do not follow FASB ASC 958, check here bullet
and complete lines 26 through 30.
26 Capital stock, trust principal, or current funds........    
27 Paid-in or capital surplus, or land, bldg., and equipment fund    
28 Retained earnings, accumulated income, endowment, or other funds 65,245,764 7,368,393
29 Total net assets or fund balances (see instructions)..... 65,245,764 7,368,393
30 Total liabilities and net assets/fund balances (see instructions). 65,245,764 12,368,393
Part III
Analysis of Changes in Net Assets or Fund Balances
1
Total net assets or fund balances at beginning of year—Part II, column (a), line 29 (must agree with end-of-year figure reported on prior year’s return) ...............
1
65,245,764
2
Enter amount from Part I, line 27a .....................
2
-57,877,371
3
Other increases not included in line 2 (itemize) bullet
3
0
4
Add lines 1, 2, and 3 ..........................
4
7,368,393
5
Decreases not included in line 2 (itemize) bullet
5
0
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29 .
6
7,368,393
Form 990-PF (2020)
Form 990-PF (2020)
Page 3
Part IV
Capital Gains and Losses for Tax on Investment Income
(a) List and describe the kind(s) of property sold (e.g., real estate,
2-story brick warehouse; or common stock, 200 shs. MLC Co.)		 (b)
How acquired
P—Purchase
D—Donation 		(c)
Date acquired
(mo., day, yr.) 		(d)
Date sold
(mo., day, yr.)
1 a 105,000 SHARES OF PUBLICLY TRADED SECURITIES D 2020-12-29 2020-12-30
b
c
d
e
(e)
Gross sales price 		(f)
Depreciation allowed
(or allowable) 		(g)
Cost or other basis
plus expense of sale 		(h)
Gain or (loss)
(e) plus (f) minus (g)
a 15,141,602   36,685 15,104,917
b
c
d
e
Complete only for assets showing gain in column (h) and owned by the foundation on 12/31/69 (l)
Gains (Col. (h) gain minus
col. (k), but not less than -0-) or
Losses (from col.(h))
(i)
F.M.V. as of 12/31/69 		(j)
Adjusted basis
as of 12/31/69 		(k)
Excess of col. (i)
over col. (j), if any
a     0 15,104,917
b
c
d
e
2 Capital gain net income or (net capital loss) Bracket If gain, also enter in Part I, line 7
If (loss), enter -0- in Part I, line 7		 Bracket 2 15,104,917
3 Net short-term capital gain or (loss) as defined in sections 1222(5) and (6):
If gain, also enter in Part I, line 8, column (c) (see instructions). If (loss), enter -0-
in Part I, line 8 ................... 		Bracket 3 0
Part V
Qualification Under Section 4940(e) for Reduced Tax on Net Investment Income
SECTION 4940(e) REPEALED ON DECEMBER 20, 2019 - DO NOT COMPLETE
1 Reserved
(a)
Reserved 		(b)
Reserved 		(c)
Reserved 		(d)
Reserved
2
Reserved...........................
2
3
Reserved...........................
3
4
Reserved...........................
4
5
Reserved...........................
5
6
Reserved...........................
6
7
Reserved...........................
7
8
Reserved,..........................
8
Form 990-PF (2020)
Form 990-PF (2020)
Page 4
Part VI
Excise Tax Based on Investment Income (Section 4940(a), 4940(b), 4940(e), or 4948—see instructions)
1a Exempt operating foundations described in section 4940(d)(2), check here Bullet and enter “N/A" on line 1. Bracket for line 1a
Date of ruling or determination letter:   (attach copy of letter if necessary–see instructions)
b Reserved................................ 1 213,048
c All other domestic foundations enter 1.39% of line 27b. Exempt foreign organizations enter 4% of Part I, line 12, col. (b)
2 Tax under section 511 (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 2  
3 Add lines 1 and 2........................... 3 213,048
4 Subtitle A (income) tax (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 4  
5 Tax based on investment income. Subtract line 4 from line 3. If zero or less, enter -0- ..... 5 213,048
6 Credits/Payments:
a 2020 estimated tax payments and 2019 overpayment credited to 2020 6a 16,762
b Exempt foreign organizations—tax withheld at source...... 6b  
c Tax paid with application for extension of time to file (Form 8868)... 6c 250,000
d Backup withholding erroneously withheld ........... 6d  
7 Total credits and payments. Add lines 6a through 6d.............. 7 266,762
8 Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached. 8  
9 Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed.......Bullet 9  
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...Bullet 10 53,714
11 Enter the amount of line 10 to be: Credited to 2021 estimated taxBullet53,714 RefundedBullet 11 0
Part VII-A
Statements Regarding Activities
1a
During the tax year, did the foundation attempt to influence any national, state, or local legislation or did
Yes
No
it participate or intervene in any political campaign? ....................
1a
 
No
b
Did it spend more than $100 during the year (either directly or indirectly) for political purposes? See the instructions
for the definition.................................
1b
 
No
If the answer is "Yes" to 1a or 1b, attach a detailed description of the activities and copies of any materials
published or distributed by the foundation in connection with the activities.
c
Did the foundation file Form 1120-POL for this year?.....................
1c
 
No
d
Enter the amount (if any) of tax on political expenditures (section 4955) imposed during the year:
(1) On the foundation. bullet$   (2) On foundation managers.bullet$  
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.bullet$  
2
Has the foundation engaged in any activities that have not previously been reported to the IRS?.......
2
 
No
If "Yes," attach a detailed description of the activities.
3
Has the foundation made any changes, not previously reported to the IRS, in its governing instrument, articles
of incorporation, or bylaws, or other similar instruments? If "Yes," attach a conformed copy of the changes....
3
 
No
4a
Did the foundation have unrelated business gross income of $1,000 or more during the year?........
4a
 
No
b
If "Yes," has it filed a tax return on Form 990-T for this year?...................
4b
 
 
5
Was there a liquidation, termination, dissolution, or substantial contraction during the year?.........
5
 
No
If "Yes," attach the statement required by General Instruction T.
6
Are the requirements of section 508(e) (relating to sections 4941 through 4945) satisfied either:
  • By language in the governing instrument, or
  • By state legislation that effectively amends the governing instrument so that no mandatory directions
    • that conflict with the state law remain in the governing instrument?................
    6
    Yes
     
    7
    Did the foundation have at least $5,000 in assets at any time during the year? If "Yes," complete Part II, col. (c),
    and Part XV..................................
    7
    Yes
     
    8a
    Enter the states to which the foundation reports or with which it is registered (see instructions)
    bulletDE, AR
    b
    If the answer is "Yes" to line 7, has the foundation furnished a copy of Form 990-PF to the Attorney
    General (or designate) of each state as required by General Instruction G? If "No," attach explanation .
    8b
    Yes
     
    9
    Is the foundation claiming status as a private operating foundation within the meaning of section 4942(j)(3)
    or 4942(j)(5) for calendar year 2020 or the taxable year beginning in 2020? See the instructions for Part XIV.
    If "Yes," complete Part XIV .............................
    9
     
    No
    10
    Did any persons become substantial contributors during the tax year? If "Yes," attach a schedule listing their names
    and addresses. ...............................
    10
     
    No
    Form 990-PF (2020)
    Form 990-PF (2020)
    Page 5
    Part VII-A
    Statements Regarding Activities (continued)
    11
    At any time during the year, did the foundation, directly or indirectly, own a controlled entity within the
    meaning of section 512(b)(13)? If "Yes," attach schedule. See instructions .............
    11
     
    No
    12
    Did the foundation make a distribution to a donor advised fund over which the foundation or a disqualified person had
    advisory privileges? If "Yes," attach statement. See instructions.................
    12
     
    No
    13
    Did the foundation comply with the public inspection requirements for its annual returns and exemption application?
    13
    Yes
     
    Website addressbullet  
    14
    The books are in care ofbulletKARI HARRIS Telephone no.bullet (479) 464-1570

    Located atbulletPO BOX 2030BENTONVILLEAR ZIP+4bullet72712
    15
    Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of Form 1041 —check here .........bullet
    and enter the amount of tax-exempt interest received or accrued during the year ........bullet
    15
     
    16 At any time during calendar year 2020, did the foundation have an interest in or a signature or other authority over YesNo
    a bank, securities, or other financial account in a foreign country? .................
    16   No
    See the instructions for exceptions and filing requirements for FinCEN Form 114. If "Yes", enter the name of the foreign
    country bullet
    Part VII-B
    Statements Regarding Activities for Which Form 4720 May Be Required
    File Form 4720 if any item is checked in the "Yes" column, unless an exception applies.
    Yes
    No
    1a
    During the year did the foundation (either directly or indirectly):
    (1) Engage in the sale or exchange, or leasing of property with a disqualified person?
    (2) Borrow money from, lend money to, or otherwise extend credit to (or accept it from)
    a disqualified person?......................
    (3) Furnish goods, services, or facilities to (or accept them from) a disqualified person?
    (4) Pay compensation to, or pay or reimburse the expenses of, a disqualified person?
    (5) Transfer any income or assets to a disqualified person (or make any of either available
    for the benefit or use of a disqualified person)?...............
    (6) Agree to pay money or property to a government official? (Exception. Check "No"
    if the foundation agreed to make a grant to or to employ the official for a period
    after termination of government service, if terminating within 90 days.).......
    b
    If any answer is "Yes" to 1a(1)–(6), did any of the acts fail to qualify under the exceptions described in Regulations
    section 53.4941(d)-3 or in a current notice regarding disaster assistance? See instructions ........
    1b
     
    No
    ........bullet
    c
    Did the foundation engage in a prior year in any of the acts described in 1a, other than excepted acts,
    that were not corrected before the first day of the tax year beginning in 2020?.............
    1c
     
    No
    2
    Taxes on failure to distribute income (section 4942) (does not apply for years the foundation was a private
    operating foundation defined in section 4942(j)(3) or 4942(j)(5)):
    a
    At the end of tax year 2020, did the foundation have any undistributed income (lines 6d
    and 6e, Part XIII) for tax year(s) beginning before 2020?.............
    If "Yes," list the years bullet20, 20, 20, 20
    b
    Are there any years listed in 2a for which the foundation is not applying the provisions of section 4942(a)(2)
    (relating to incorrect valuation of assets) to the year’s undistributed income? (If applying section 4942(a)(2)
    to all years listed, answer "No" and attach statement—see instructions.) ..............
    2b
     
     
    c
    If the provisions of section 4942(a)(2) are being applied to any of the years listed in 2a, list the years here.
    bullet20, 20, 20, 20
    3a
    Did the foundation hold more than a 2% direct or indirect interest in any business enterprise at
    any time during the year?......................
    b
    If "Yes," did it have excess business holdings in 2020 as a result of (1) any purchase by the foundation
    or disqualified persons after May 26, 1969; (2) the lapse of the 5-year period (or longer period approved
    by the Commissioner under section 4943(c)(7)) to dispose of holdings acquired by gift or bequest; or (3)
    the lapse of the 10-, 15-, or 20-year first phase holding period? (Use Schedule C, Form 4720, to determine
    if the foundation had excess business holdings in 2020.)..................
    3b
     
     
    4a
    Did the foundation invest during the year any amount in a manner that would jeopardize its charitable purposes?
    4a
     
    No
    b
    Did the foundation make any investment in a prior year (but after December 31, 1969) that could jeopardize its
    charitable purpose that had not been removed from jeopardy before the first day of the tax year beginning in 2020?
    4b
     
    No
    Form 990-PF (2020)
    Form 990-PF (2020)
    Page 6
    Part VII-B
    Statements Regarding Activities for Which Form 4720 May Be Required (continued)
    5a
    During the year did the foundation pay or incur any amount to:
    Yes
    No
    (1) Carry on propaganda, or otherwise attempt to influence legislation (section 4945(e))?
    (2) Influence the outcome of any specific public election (see section 4955); or to carry
    on, directly or indirectly, any voter registration drive?.............
    (3) Provide a grant to an individual for travel, study, or other similar purposes?
    (4) Provide a grant to an organization other than a charitable, etc., organization described
    in section 4945(d)(4)(A)? See instructions................
    (5) Provide for any purpose other than religious, charitable, scientific, literary, or
    educational purposes, or for the prevention of cruelty to children or animals?.....
    b
    If any answer is "Yes" to 5a(1)–(5), did any of the transactions fail to qualify under the exceptions described in
    Regulations section 53.4945 or in a current notice regarding disaster assistance? See instructions ......
    5b
     
    No
    .........bullet
    c
    If the answer is "Yes" to question 5a(4), does the foundation claim exemption from the
    tax because it maintained expenditure responsibility for the grant?..........
    If "Yes," attach the statement required by Regulations section 53.4945–5(d). Click to see attachment
    6a
    Did the foundation, during the year, receive any funds, directly or indirectly, to pay premiums on
    a personal benefit contract?.....................
    b
    Did the foundation, during the year, pay premiums, directly or indirectly, on a personal benefit contract? ....
    6b
     
    No
    If "Yes" to 6b, file Form 8870.
    7a
    At any time during the tax year, was the foundation a party to a prohibited tax shelter transaction?
    b
    If "Yes", did the foundation receive any proceeds or have any net income attributable to the transaction? ....
    7b
     
     
    8
    Is the foundation subject to the section 4960 tax on payment(s) of more than $1,000,000 in remuneration or
    excess parachute payment during the year? .................
    Part VIII
    Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
    and Contractors
    1 List all officers, directors, trustees, foundation managers and their compensation. See instructions
    (a) Name and address (b) Title, and average
    hours per week
    devoted to position     		(c) Compensation
     (If not paid, enter
    -0-)     		(d) Contributions to employee benefit plans and deferred compensation (e) Expense account,
    other allowances
    Robert A Smith TREASURER
    1.000     		0 0 0
    PO BOX 1860
    BENTONVILLE,AR72712
    JAMES M WALTON DIRECTOR; PRESIDENT
    5.000     		0 0 0
    PO BOX 1860
    BENTONVILLE,AR72712
    2 Compensation of five highest-paid employees (other than those included on line 1—see instructions). If none, enter “NONE."
    (a) Name and address of each employee paid more than $50,000 (b) Title, and average
    hours per week
    devoted to position     		(c) Compensation (d) Contributions to
    employee benefit
    plans and deferred
    compensation     		(e) Expense account,
    other allowances
     
    Total number of other employees paid over $50,000...................bullet  
    Form 990-PF (2020)
    Form 990-PF (2020)
    Page 7
    Part VIII
    Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
    and Contractors (continued)
    3 Five highest-paid independent contractors for professional services (see instructions). If none, enter "NONE".
    (a) Name and address of each person paid more than $50,000 (b) Type of service (c) Compensation
    Great Work Inc Consulting 136,231
    1430 W 37th Avenue
    Denver,CO80211
    Total number of others receiving over $50,000 for professional services.............bullet0
    Part IX-A
    Summary of Direct Charitable Activities
    List the foundation’s four largest direct charitable activities during the tax year. Include relevant statistical information such as the number of organizations and other beneficiaries served, conferences convened, research papers produced, etc. Expenses
    1  
    2  
    3  
    4  
    Part IX-B
    Summary of Program-Related Investments (see instructions)
    Describe the two largest program-related investments made by the foundation during the tax year on lines 1 and 2. Amount
    1  
    2  
    All other program-related investments. See instructions.
    3  
    Total. Add lines 1 through 3.........................bullet0
    Form 990-PF (2020)
    Form 990-PF (2020)
    Page 8
    Part X
    Minimum Investment Return (All domestic foundations must complete this part. Foreign foundations, see instructions.)
    1
    Fair market value of assets not used (or held for use) directly in carrying out charitable, etc.,
    purposes:
    a
    Average monthly fair market value of securities...................
    1a
    0
    b
    Average of monthly cash balances.......................
    1b
    37,085,769
    c
    Fair market value of all other assets (see instructions)................
    1c
    0
    d
    Total (add lines 1a, b, and c).........................
    1d
    37,085,769
    e
    Reduction claimed for blockage or other factors reported on lines 1a and
    1c (attach detailed explanation) .............
    1e
    0
    2
    Acquisition indebtedness applicable to line 1 assets..................
    2
     
    3
    Subtract line 2 from line 1d.........................
    3
    37,085,769
    4
    Cash deemed held for charitable activities. Enter 1 1/2% of line 3 (for greater amount, see
    instructions) .............................
    4
    556,287
    5
    Net value of noncharitable-use assets. Subtract line 4 from line 3. Enter here and on Part V, line 4
    5
    36,529,482
    6
    Minimum investment return. Enter 5% of line 5..................
    6
    1,826,474
    Part XI
    Distributable Amount (see instructions) (Section 4942(j)(3) and (j)(5) private operating foundations and certain foreign organizations check here right arrow and do not complete this part.)
    1
    Minimum investment return from Part X, line 6....................
    1
    1,826,474
    2a
    Tax on investment income for 2020 from Part VI, line 5......
    2a
    213,048
    b
    Income tax for 2020. (This does not include the tax from Part VI.)...
    2b
     
    c
    Add lines 2a and 2b............................
    2c
    213,048
    3
    Distributable amount before adjustments. Subtract line 2c from line 1............
    3
    1,613,426
    4
    Recoveries of amounts treated as qualifying distributions................
    4
     
    5
    Add lines 3 and 4............................
    5
    1,613,426
    6
    Deduction from distributable amount (see instructions).................
    6
     
    7
    Distributable amount as adjusted. Subtract line 6 from line 5. Enter here and on Part XIII, line 1 ...
    7
    1,613,426
    Part XII
    Qualifying Distributions (see instructions)
    1
    Amounts paid (including administrative expenses) to accomplish charitable, etc., purposes:
    a
    Expenses, contributions, gifts, etc.—total from Part I, column (d), line 26 ..........
    1a
    73,231,243
    b
    Program-related investments—total from Part IX-B..................
    1b
    0
    2
    Amounts paid to acquire assets used (or held for use) directly in carrying out charitable, etc.,
    purposes...............................
    2
     
    3
    Amounts set aside for specific charitable projects that satisfy the:
    a
    Suitability test (prior IRS approval required)....................
    3a
     
    b
    Cash distribution test (attach the required schedule) .................
    3b
    0
    4
    Qualifying distributions. Add lines 1a through 3b. Enter here and on Part V, line 8, and Part XIII, line 4
    4
    73,231,243
    5
    Foundations that qualify under section 4940(e) for the reduced rate of tax on net investment
    income. Enter 1% of Part I, line 27b. See instructions.................
    5
     
    6
    Adjusted qualifying distributions. Subtract line 5 from line 4..............
    6
    73,231,243
    Note: The amount on line 6 will be used in Part V, column (b), in subsequent years when calculating whether the foundation qualifies for
    the section 4940(e) reduction of tax in those years.
    Form 990-PF (2020)
    Form 990-PF (2020)
    Page 9
    Part XIII
    Undistributed Income (see instructions)
    (a)
    Corpus     		(b)
    Years prior to 2019     		(c)
    2019     		(d)
    2020
    1 Distributable amount for 2020 from Part XI, line 7 1,613,426
    2 Undistributed income, if any, as of the end of 2020:
    a Enter amount for 2019 only....... 0
    b Total for prior years:20, 20, 2016 0
    3 Excess distributions carryover, if any, to 2020:
    a From 2015...... 0
    b From 2016...... 0
    c From 2017...... 0
    d From 2018...... 1,799,327
    e From 2019...... 19,982,532
    fTotal of lines 3a through e........ 21,781,859
    4Qualifying distributions for 2020 from Part
    XII, line 4: bullet$ 73,231,243
    a Applied to 2019, but not more than line 2a 0
    b Applied to undistributed income of prior years
    (Election required—see instructions).....     		0
    c Treated as distributions out of corpus (Election
    required—see instructions)........     		0
    d Applied to 2020 distributable amount..... 1,613,426
    e Remaining amount distributed out of corpus 71,617,817
    5 Excess distributions carryover applied to 2020.   0
    (If an amount appears in column (d), the
    same amount must be shown in column (a).)
    6Enter the net total of each column as
    indicated below:
    a Corpus. Add lines 3f, 4c, and 4e. Subtract line 5 93,399,676
    b Prior years’ undistributed income. Subtract
    line 4b from line 2b ..........     		0
    c Enter the amount of prior years’ undistributed
    income for which a notice of deficiency has
    been issued, or on which the section 4942(a)
    tax has been previously assessed......     		 
    d Subtract line 6c from line 6b. Taxable amount
    —see instructions ...........     		0
    e Undistributed income for 2019. Subtract line
    4a from line 2a. Taxable amount—see
    instructions .............     		0
    f Undistributed income for 2020. Subtract
    lines 4d and 5 from line 1. This amount must
    be distributed in 2021 ..........     		0
    7 Amounts treated as distributions out of
    corpus to satisfy requirements imposed by
    section 170(b)(1)(F) or 4942(g)(3) (Election may
    be required - see instructions) .......     		0
    8 Excess distributions carryover from 2015 not
    applied on line 5 or line 7 (see instructions) ...     		0
    9Excess distributions carryover to 2021.
    Subtract lines 7 and 8 from line 6a ......     		93,399,676
    10 Analysis of line 9:
    a Excess from 2016.... 0
    b Excess from 2017.... 0
    c Excess from 2018.... 1,799,327
    d Excess from 2019.... 19,982,532
    e Excess from 2020.... 71,617,817
    Form 990-PF (2020)
    Form 990-PF (2020)
    Page 10
    Part XIV
    Private Operating Foundations (see instructions and Part VII-A, question 9)
    1a If the foundation has received a ruling or determination letter that it is a private operating
    foundation, and the ruling is effective for 2020, enter the date of the ruling....... bullet
     
    b Check box to indicate whether the organization is a private operating foundation described in section or
    2a Enter the lesser of the adjusted net
    income from Part I or the minimum
    investment return from Part X for each
    year listed ..........     		Tax year Prior 3 years (e) Total
    (a) 2020 (b) 2019 (c) 2018 (d) 2017
             
    b 85% of line 2a .........          
    c Qualifying distributions from Part XII,
    line 4 for each year listed .....     		         
    d Amounts included in line 2c not used directly
    for active conduct of exempt activities ..........     		         
    e Qualifying distributions made directly
    for active conduct of exempt activities.
    Subtract line 2d from line 2c ....     		         
    3 Complete 3a, b, or c for the
    alternative test relied upon:
    a “Assets" alternative test—enter:
    (1) Value of all assets ......          
    (2) Value of assets qualifying
    under section 4942(j)(3)(B)(i)    		          
    b “Endowment" alternative test— enter 2/3
    of minimum investment return shown in
    Part X, line 6 for each year listed...     		         
    c “Support" alternative test—enter:
    (1) Total support other than gross
    investment income (interest,
    dividends, rents, payments
    on securities loans (section
    512(a)(5)), or royalties) ....     		         
    (2) Support from general public
    and 5 or more exempt
    organizations as provided in
    section 4942(j)(3)(B)(iii)....     		         
    (3) Largest amount of support
    from an exempt organization    		          
    (4) Gross investment income          
    Part XV
    Supplementary Information (Complete this part only if the foundation had $5,000 or more in
    assets at any time during the year—see instructions.)
    1Information Regarding Foundation Managers:
    aList any managers of the foundation who have contributed more than 2% of the total contributions received by the foundation
    before the close of any tax year (but only if they have contributed more than $5,000). (See section 507(d)(2).)
    JAMES M WALTON
    bList any managers of the foundation who own 10% or more of the stock of a corporation (or an equally large portion of the
    ownership of a partnership or other entity) of which the foundation has a 10% or greater interest.
    2Information Regarding Contribution, Grant, Gift, Loan, Scholarship, etc., Programs:
    Check here bullet
    aThe name, address, and telephone number or email address of the person to whom applications should be addressed:
    bThe form in which applications should be submitted and information and materials they should include:
    cAny submission deadlines:
    dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
    factors:
    Form 990-PF (2020)
    Form 990-PF (2020)
    Page 11
    Part XV
    Supplementary Information (continued)
    3 Grants and Contributions Paid During the Year or Approved for Future Payment
    Recipient If recipient is an individual,
    show any relationship to
    any foundation manager
    or substantial contributor
    		 Foundation
    status of
    recipient     		Purpose of grant or
    contribution     		Amount
    Name and address (home or business)
    aPaid during the year
    Adams County
    4430 S Adams County Parkway
    Brighton,CO80601     		  GOV Special Projects COVID-19 Relief Efforts 72,000
    Alliance for Global Justice
    225 E 26th St 1
    Tucson,AZ85713     		  PC Special Projects COVID-19 Relief Efforts 100,000
    Allied Media Projects Inc
    4126 Third Street
    Detroit,MI48201     		  PC Special Projects COVID-19 Relief Efforts 20,000
    Amazon Watch
    520 3rd St Suite 108
    Oakland,CA94607     		  PC Special Projects COVID-19 Relief Efforts 1,075,000
    American Indian Academy of Denver
    1865 West Mississippi Avenue
    Denver,CO80223     		  PC Education 20,000
    American Montessori Society
    116 E 16th Street Fl 6
    New York,NY10003     		  PC Special Projects - Social Justice 350,000
    Amped
    606 Boyd Street
    Golden,CO80403     		  PC Education 20,000
    ARRAY Alliance Inc
    180 Glendale Boulevard
    Los Angeles,CA90026     		  PC ARRAY 360 100,000
    Art of Family Inc
    239 W Mowry Drive
    Homestead,FL33030     		  PC Special Projects COVID-19 Relief Efforts 10,000
    ASSET Education
    3084 Palo Parkway
    Boulder,CO80301     		  PC Education 100,000
    ASSET Education
    3084 Palo Parkway
    Boulder,CO80301     		  PC Special Projects COVID-19 Relief Efforts 5,000
    Association Montessori Internationale
    Koninginneweg 161
    Amsterdam   1075CN
    NL     		  NC Education 200,000
    Aurora Public Schools
    15701 E 1st Ave Suite 213
    Aurora,CO80011     		  PC Education 100,000
    Aurora Public Schools Foundation
    15701 E 1st Ave Suite 206
    Aurora,CO80011     		  PC Community Systems 10,000
    Aurora Public Schools Foundation
    15701 E 1st Ave Suite 206
    Aurora,CO80011     		  PC Special Projects COVID-19 Relief Efforts 409,000
    Beyond Conflict Inc
    30 Winter Street 7th Floor
    Boston,MA02108     		  PC Special Projects COVID-19 Relief Efforts 2,444,672
    Bioneers
    215 Lincoln Avenue 202
    Santa Fe,NM87501     		  PC Indigenous Peoples 150,000
    Black Belt Community Foundation
    P O Box 2020
    Selma,AL36702     		  PC Special Projects COVID-19 Relief Efforts 60,000
    Boise Rock School
    1404 West Idaho Suite 101
    Boise,ID83702     		  PC Fairview Fundraising Support 80,000
    Borealis Philanthropy
    PO Box 3295
    Minneapolis,MN55403     		  PC Special Projects COVID-19 Relief Efforts 100,000
    Bronx Documentary Center
    614 Courtlandt Ave
    Bronx,NY10451     		  PC Special Projects COVID-19 Relief Efforts 90,000
    Bronx Foundation Inc
    557 Grand Concourse Ste 3 125
    Bronx,NY10451     		  PC Special Projects COVID-19 Relief Efforts 500,000
    Buena Vista School District R-31
    113 North Court Street
    Buena Vista,CO81211     		  GOV Special Projects COVID-19 Relief Efforts 10,000
    BVM Capacity Building Institute Inc
    3390 Stonewall Tell Rd
    Atlanta,GA30349     		  PC Special Projects COVID-19 Relief Efforts 100,000
    BYP100 Education Fund
    239 E 51st Street
    Chicago,IL60615     		  PC Special Projects COVID-19 Relief Efforts 100,000
    Cambiar Education
    4653 Carmel Mountain Rd
    San Diego,CA92130     		  PC Special Projects COVID-19 Relief Efforts 100,000
    Central American Medical Outreach Inc
    322 Westwood Ave
    Orrville,OH44667     		  PC Special Projects COVID-19 Relief Efforts 500,000
    CharterChoice Collaborative SFA
    2696 S Colorado Blvd Suite 581
    Denver,CO80222     		  PC Special Projects COVID-19 Relief Efforts 50,000
    Children's Hospital Colorado Foundation
    13121 E 16th Avenue Box 045
    Aurora,CO80045     		  PC Education 36,500
    Children's Hospital Colorado Foundation
    13121 E 16th Avenue Box 045
    Aurora,CO80045     		  PC Special Projects COVID-19 Relief Efforts 150,000
    Children's Hospital Colorado Foundation
    13121 E 16th Avenue Box 045
    Aurora,CO80045     		  PC Community Systems 300,000
    Chinese Progressive Association
    1042 Grant Ave 5th Fl
    San Francisco,CA94133     		  PC Special Projects COVID-19 Relief Efforts 100,000
    City of Good
    PO Box 902
    Boise,ID83701     		  PC Special Projects COVID-19 Relief Efforts 150,000
    Climb Higher Colorado
    711 Park Ave W Suite 320
    Denver,CO80220     		  PC Education 150,000
    Clinica Esperanza Hope Clinic
    60 Valley St Suite 104
    Providence,RI02909     		  PC Special Projects COVID-19 Relief Efforts 20,000
    Collaborative Healing Initiative Within Communities
    2102 North Marion Street
    Denver,CO80205     		  PC Education 220,000
    Colorado AeroLab Inc
    PO Box 542 110 W Park Ave
    Kremling,CO80459     		  PC Education 25,000
    Colorado Children's Campaign
    1580 Lincoln Street Suite 420
    Denver,CO80203     		  PC Education 152,100
    Colorado Freedom of Information Council
    1120 N Lincoln St Ste 91
    Denver,CO80203     		  PC Sustainability 150,000
    Colorado League of Charter Schools
    2696 South Colorado Blvd Suite 250
    Denver,CO80222     		  PC Special Projects COVID-19 Relief Efforts 100,000
    Colorado Nonprofit Development Center
    789 Sherman Street
    Denver,CO80203     		  PC Special Projects COVID-19 Relief Efforts 25,000
    Colorado Nonprofit Development Center
    789 Sherman Street
    Denver,CO80203     		  PC Special Projects - Social Justice 45,000
    Colorado Nonprofit Development Center
    789 Sherman Street
    Denver,CO80203     		  PC Education 50,000
    Colorado Outward Bound School
    5161 Sheridan Blvd
    Denver,CO80212     		  PC Education 100,000
    Colorado School of Mines
    1500 Illinois Street
    Golden,CO80401     		  PC Special Projects - Social Justice 175,000
    Colorado Succeeds
    1390 Lawrence Stree 200
    Denver,CO80204     		  PC Education 100,000
    Colorado Succeeds
    1390 Lawrence Stree 200
    Denver,CO80204     		  PC Special Projects COVID-19 Relief Efforts 325,000
    Colorado Young Leaders
    10974 Valleybrook Circle
    Highlands Ranch,CO80130     		  PC Education 80,000
    Colorado Youth Congress
    6001 W 16th Ave
    Lakewood,CO80214     		  PC Education 75,000
    Community Partners
    1000 N Alameda Street Suite 240
    Los Angeles,CA90074     		  PC Special Projects COVID-19 Relief Efforts 50,000
    Conservation Colorado Education Fund
    1536 Wynkoop Street 510
    Denver,CO80202     		  PC Sustainability 660,000
    Covenant House California
    1325 N Western Ave
    Hollywood,CA90027     		  PC Special Projects COVID-19 Relief Efforts 20,000
    Creative Visions Foundation
    18820 Pacific Coast Highway Suite 2
    01
    Malibu,CA90265     		  PC Special Projects COVID-19 Relief Efforts 7,000
    Denver Food Rescue
    135 Park Ave W
    Denver,CO80205     		  PC Special Projects COVID-19 Relief Efforts 220,000
    Dream Corps
    436 14th Street 920
    Oakland,CA94612     		  PC Sustainability 5,000
    Dream Corps
    436 14th Street 920
    Oakland,CA94612     		  PC Sustainability 175,000
    DRK Beauty Inc
    254 N 6th Street Apt1A
    Brooklyn,NY11211     		  NC Special Projects COVID-19 Relief Efforts 100,000
    Early Milestones Colorado
    1600 Downing Street Suite 750
    Denver,CO80218     		  PC Special Projects COVID-19 Relief Efforts 85,000
    Economic Empowerment Center
    4706 S 24th Street
    Omaha,NE68107     		  PC Special Projects COVID-19 Relief Efforts 750,000
    Edward Charles Foundation
    269 S Beverly Dr Ste 338
    Beverly Hills,CA90212     		  PC Special Projects COVID-19 Relief Efforts 750,000
    Empower Community High School
    450 S Chambers Road
    Aurora,CO80017     		  PC Special Projects COVID-19 Relief Efforts 80,290
    Empower Community High School
    450 S Chambers Road
    Aurora,CO80017     		  PC Education 50,000
    Engaged Latino Parents Advancing Student Outcomes
    655 Aspen Ridge Drive
    Lafayette,CO80026     		  PC Community Systems 35,000
    Engaged Latino Parents Advancing Student Outcomes
    655 Aspen Ridge Drive
    Lafayette,CO80026     		  PC Special Projects COVID-19 Relief Efforts 44,000
    Equal Justice Initiative
    122 Commerce Street
    Montgomery,AL36104     		  PC Sustainability 200,000
    EVHybridNoire
    400 W Peachtree Street NW
    Atlanta,GA30308     		  PC Sustainability 180,000
    Family Star Montessori
    2246 Federal Blvd
    Denver,CO80211     		  PC Special Projects COVID-19 Relief Efforts 225,000
    Film Life Foundation
    6600 Sunset Blvd
    Los Angeles,CA90028     		  PC Social Justice Now Film Festival (SJNFF) 50,000
    First Descents
    3001 Brighton Blvd Suite 623
    Denver,CO80216     		  PC Special Projects COVID-19 Relief Efforts 575,000
    First Descents
    3001 Brighton Blvd Suite 623
    Denver,CO80216     		  PC General Operating Support 1,732,500
    Friendly House Inc
    113 W Sherman Street
    Phoenix,AZ85003     		  PC Special Projects COVID-19 Relief Efforts 25,000
    Friendly House Inc
    113 W Sherman Street
    Phoenix,AZ85003     		  PC Special Projects COVID-19 Relief Efforts 60,000
    Generation Schools Network
    455 Sherman Street Suite 120
    Denver,CO80203     		  PC Education 50,000
    Get Empowered LLC
    2025 Pioneer Court
    San Mateo,CA94403     		  NC Arts Empowerment 4 All 15,000
    GiveDirectly Inc
    33 Irving Plac
    New York,NY10003     		  PC Special Projects COVID-19 Relief Efforts 5,000,000
    GivePower
    500 2nd Street First Floor
    San Francisco,CA94107     		  PC Indigenous Peoples 155,000
    Golde Civic Foundation Inc
    PO Box 1538
    Golden,CO80402     		  PC Special Projects COVID-19 Relief Efforts 25,000
    Good Projects Inc
    1440 G St NW
    Washington,DC20005     		  PC Special Projects COVID-19 Relief Efforts 225,000
    Great Work Inc
    3648 Navajo Street
    Denver,CO80211     		  PC Special Projects COVID-19 Relief Efforts 1,157,000
    Greater New Orleans Foundation
    919 St Charles Avenue
    New Orleans,LA70130     		  PC Special Projects COVID-19 Relief Efforts 750,000
    Greenhouse Scholars
    1820 Folsom Street
    Boulder,CO80302     		  PC Education 20,000
    Greenhouse Scholars
    1820 Folsom Street
    Boulder,CO80302     		  PC Special Projects COVID-19 Relief Efforts 100,000
    Greenhouse Scholars
    1820 Folsom Street
    Boulder,CO80302     		  PC Special Projects COVID-19 Relief Efforts 297,000
    Haven Media Inc
    230 Gaylord Street
    Denver,CO80206     		  PC Special Projects - Social Justice 250,000
    Health Research & Educational Trust
    155 North Wacker Drive Suite 400
    Chicago,IL60606     		  PC Special Projects COVID-19 Relief Efforts 100,000
    Heart of America Indian Center Inc
    600 W 39th Street
    Kansas City,MO64111     		  PC Special Projects COVID-19 Relief Efforts 200,000
    Helena Group Foundation
    515 S Flower Street 5100
    Los Angeles,CA90071     		  PC Special Projects COVID-19 Relief Efforts 425,000
    Highlander Research & Education Center Inc
    1959 Highlander Way
    New Market,TN37820     		  PC Special Projects COVID-19 Relief Efforts 100,000
    Impact Charitable
    1536 Wynkoop St Suite 223
    Denver,CO80202     		  PC Special Projects COVID-19 Relief Efforts 1,200,000
    Indaba Education Fund Inc
    275 Madison Avenue Suite 1711
    New York,NY10016     		  PC Special Projects COVID-19 Relief Efforts 350,000
    Indian Country Today LLC
    555 N Central Ave Suite 500
    Phoenix,AZ85004     		  NC Indigenous Peoples 100,000
    Inner-City Muslim Action Network
    2744 W 63rd Street
    Chicago,IL60629     		  PC Special Projects COVID-19 Relief Efforts 125,000
    Inquiring Systems Inc
    101 Brookwood Ave Suite 204
    Santa Rosa,CA95404     		  PC Special Projects COVID-19 Relief Efforts 125,000
    Institute for Strategic and Equitable Development
    600 West 116th Street 7D
    New York,NY10027     		  PC Sustainability 429,830
    Institute for the Study of Energy and Our Future
    PO Box 505
    Red Wing,MN55066     		  PC Special Projects COVID-19 Relief Efforts 575,000
    Institute of American Indian and Alaska Native Culture and Arts Development
    108 Cathedral Place
    Santa Fe,NM87501     		  PC Special Projects COVID-19 Relief Efforts 150,000
    Intercambio Uniting Communities
    4735 Walnut St Suite B
    Boulder,CO80301     		  PC Special Projects COVID-19 Relief Efforts 7,000
    Intercambio Uniting Communities
    4735 Walnut St Suite B
    Boulder,CO80301     		  PC Special Projects - Social Justice 135,000
    Issue One
    1401 K Street NW Suite 350
    Washington,DC20005     		  PC Special Projects COVID-19 Relief Efforts 5,000,000
    Jeffco Outdoors Foundation
    11010 West 29th Ave
    Lakewood,CO80215     		  PC Special Projects COVID-19 Relief Efforts 40,000
    Keres Children's Learning Center
    PO Box 113
    Cochiti Pueblo,NM87072     		  PC Education 150,000
    Kidogo Early Years Inc
    1220 Blair Mill Road Unit 601
    Silver Spring,MD20910     		  PC Education 100,000
    Kindred Arts Inc
    244 Madison Ave Suite 172
    New York,NY10016     		  PC Monumental 25,000
    Kindred Inc
    3169A Mt Pleasant St NW
    Washington,DC20010     		  PC Special Projects COVID-19 Relief Efforts 211,752
    Kingdom Fellowship African Methodist Episcopal Church
    12101 Tech Road
    Silver Spring,MD20904     		  PC Special Projects COVID-19 Relief Efforts 200,000
    Living Water Ministry Outreach
    942 S Dearborn Way 5
    Aurora,CO80012     		  PF Special Projects COVID-19 Relief Efforts 113,608
    Make Something Workshop Inc
    367 Grand Avenue
    Brooklyn,NY11238     		  PC 11/3 Collective 150,000
    Mayor's Office of Social Equity and Innovation City and County of Denver
    1473 Bannock Street Rm 350
    Denver,CO80202     		  GOV Special Projects COVID-19 Relief Efforts 300,000
    Mediators Foundation
    2525 Arapahoe Ave Unit E4 Box 509
    Boulder,CO80302     		  PC Special Projects COVID-19 Relief Efforts 10,000
    Mentors of Minorities in Education Inc
    2616 Georgia Ave NW
    Washington,DC20001     		  PC Special Projects - Social Justice 100,000
    Mile High United Way Inc
    711 Park Ave
    Denver,CO80205     		  PC Special Projects COVID-19 Relief Efforts 910,000
    Mississippi Immigrants Rights Alliance
    PO Box 1104
    Jackson,MS39215     		  PC Special Projects COVID-19 Relief Efforts 100,000
    Missouri River Educational Cooperative Foundation
    128 Soo Line Drive Suite 102
    Bismarck,ND58501     		  PC Education 75,000
    Missouri River Educational Cooperative Foundation
    128 Soo Line Drive Suite 102
    Bismarck,ND58501     		  PC Special Projects COVID-19 Relief Efforts 100,000
    Montessori Center of Minnesota
    1611 Ames Ave East
    Saint Paul,MN55106     		  PC Education 150,000
    Montessori del Mundo
    15503 B East Mississippi Ave
    Aurora,CO80017     		  PC Education 100,000
    Montessori for All Inc
    5100 Pecan Brook Drive
    Austin,TX78724     		  PC Education 100,000
    Montessori Training and Research Center of Dallas
    13612 Midway Road Ste 292
    Dallas,TX75244     		  PC Education 50,000
    Montessori Training Center of St Louis
    3854 Washington Blvd
    St Louis,MO63108     		  PC Education 150,000
    Moonshot edVentures
    3840 York Street Suite 145
    Denver,CO80205     		  PC Education 178,750
    Mountain Village Montessori Charter School
    PO Box 883141
    Steamboat Springs,CO80488     		  PC Special Projects COVID-19 Relief Efforts 45,000
    Music and Culture Coalition of New Orleans
    1307 Oretha Castle Haley Blvd Ste 3
    01
    New Orleans,LA70113     		  PC Special Projects COVID-19 Relief Efforts 75,000
    NACA-Inspired Schools Network
    PO Box 40334
    Albuquerque,NM87196     		  PC Education 150,000
    NACA-Inspired Schools Network
    PO Box 40334
    Albuquerque,NM87196     		  PC Special Projects COVID-19 Relief Efforts 300,000
    National Association of Regulatory Utility Commissioners
    1101 Vermont Ave NW Suite 200
    Washington,DC20005     		  PC Sustainability 85,000
    National Black Justice Coalition
    PO Box 71395
    Washington DC,DC20024     		  PC Special Projects COVID-19 Relief Efforts 150,000
    National Center for American Indian Enterprise Development
    953 E Juanita Avenue
    Mesa,AZ85204     		  PC Special Projects COVID-19 Relief Efforts 105,000
    National Center for Montessori in the Public Sector
    125 Whiting Lane
    Hartford,CT06119     		  PC Education 750,000
    National Vote At Home Institute
    PO BOX 65752
    Washington,DC20035     		  PC Special Projects COVID-19 Relief Efforts 1,000,000
    Navajo Tribal Utility Authority
    PO Box 170
    Fort Defiance,AZ86504     		  GOV Special Projects COVID-19 Relief Efforts 250,000
    NDN Collective
    317 Main Street Suite 1
    Rapid City,ND57701     		  PC Special Projects COVID-19 Relief Efforts 528,500
    NDN Collective
    317 Main Street Suite 1
    Rapid City,ND57701     		  PC Indigenous Peoples 100,000
    NDN Collective Inc
    317 Main Street Suite 1
    Rapid City,ND57701     		  PC Education 350,000
    NDN Collective Inc
    317 Main Street Suite 1
    Rapid City,ND57701     		  PC Keystone Organization 5,000,000
    NEO Philanthropy
    45 West 36th Street 6th Floor
    New York,NY10018     		  PC Special Projects COVID-19 Relief Efforts 100,000
    New Legacy Charter School
    2091 N Dayton Street
    Aurora,CO80010     		  PC Special Projects COVID-19 Relief Efforts 20,000
    New Mexico Community Foundation
    8 Calle Medico Santa Fe
    Santa Fe,NM87505     		  PC Special Projects COVID-19 Relief Efforts 420,000
    New Venture Fund
    1201 Connecticut Ave NW Suite 300
    Washington,DC20036     		  PC Indigenous Peoples 396,000
    New Venture Fund
    1201 Connecticut Ave NW Suite 300
    Washington,DC20036     		  PC Education 750,000
    New Venture Fund
    1201 Connecticut Ave NW Suite 300
    Washington,DC20036     		  PC Sustainability 1,000,000
    New Venture Fund
    1201 Connecticut Ave NW Suite 300
    Washington,DC20036     		  PC Center for Secure and Modern Elections 3,000,000
    North Routt Community Charter School
    26990 Eagle Lange
    Clark,CO80428     		  PC Education 75,000
    One Arizona
    530 E McDowell Rd Ste 107-448
    Phoenix,AZ85004     		  PC Special Projects COVID-19 Relief Efforts 100,000
    One Family Memphis
    915 E McLemore Avenue Suite 201
    Memphis,TN38016     		  PC Special Projects COVID-19 Relief Efforts 10,000
    One22 Inc
    170 North Glenwood
    Jackson,WY83001     		  PC Special Projects COVID-19 Relief Efforts 250,000
    Oun
    PO BOX 951
    Fort Yates,ND58538     		  PC Special Projects COVID-19 Relief Efforts 165,500
    Overstory Alliance
    5433 Dupont Avenue S
    Minneapolis,MN55419     		  NC Special Projects COVID-19 Relief Efforts 432,450
    Pachamama Alliance
    Presidio Bldg 1009 PO Box 29191
    San Francisco,CA94129     		  PC Indigenous Peoples 350,000
    Pagosa Peak Open School
    135 Country Center Drive Suite F-84
    Pagosa Springs,CO81147     		  PC Special Projects COVID-19 Relief Efforts 105,000
    Peace Development Fund Inc
    PO Box 1280
    Amherst,MA01004     		  PC Special Projects COVID-19 Relief Efforts 204,000
    PeopleForBikes Foundation
    PO Box 2359
    Boulder,CO80306     		  PC Health and Athletics 2,850,000
    PR Education Foundation
    PO Box 10050
    San Juan,PR00908     		  PC Education 250,000
    Prodigy Ventures Inc
    3801 E 40th Ave
    Denver,CO80205     		  PC Special Projects COVID-19 Relief Efforts 50,000
    Prodigy Ventures Inc
    3801 E 40th Ave
    Denver,CO80205     		  PC Education 150,000
    Project Wreckless
    1449 Mendell Street
    San Francisco,CA94124     		  PC Special Projects COVID-19 Relief Efforts 150,000
    Protect Our Winters
    4676 Broadway Street
    Boulder,CO80304     		  PC Sustainability 40,000
    Protect Our Winters
    4676 Broadway Street
    Boulder,CO80304     		  PC Protect Our Winters Make A Plan To Vote Campaign 100,000
    Providence Youth Student Movement
    669 Elmwood Ave Box 13 Suite B-13
    Providence,RI02907     		  PC Special Projects COVID-19 Relief Efforts 40,000
    Providence Youth Student Movement
    669 Elmwood Ave Box 13 Suite B-13
    Providence,RI02907     		  PC Special Projects - Social Justice 65,000
    Reconciliation Canada
    Suite 206-1999 Marine Drive
    North Vancouver BC   V7P3J3
    CA     		  NC Indigenous Peoples 65,000
    Rector & Visitors of the University of Virginia
    PO Box 400807
    Charlottesville,PA40080     		  PC Education 100,000
    RESCHOOL
    730 17th Street Suite 950
    Denver,CO80202     		  PC Education 100,000
    Rhode Island Black Heritage Society
    PO Box 4238
    Middletown,RI02842     		  PC Special Projects - Social Justice 27,775
    RISE Colorado
    1595 Elmira Street 201
    Aurora,CO80010     		  PC Education 220,000
    RISE Colorado
    1595 Elmira Street 201
    Aurora,CO80010     		  PC Special Projects COVID-19 Relief Efforts 1,487,700
    RISE Colorado
    1595 Elmira Street 201
    Aurora,CO80010     		  PC Community Systems 300,000
    Rocky Mountain Preparatory Schools
    600 Grant Street Suite 700
    Denver,CO80203     		  PC Special Projects COVID-19 Relief Efforts 30,000
    Santa Fe Indian School
    1501 Cerrillos Road
    Santa Fe,NM87505     		  PC Indigenous Peoples 43,000
    SCD Enrichment Program
    4860 Chambers Rd 102
    Denver,CO80239     		  PC Education 25,000
    Science and Nonduality
    1251 Goldridge Avenue
    Sebastopol,CA95472     		  PC Education 50,000
    Seattle Foundation
    1601 5th Avenue Suite 1900
    Seattle,WA98101     		  PC Education 400,000
    Seventh Generation Fund for Indigenous Peoples
    PO Box 4569
    Arcata,CO95519     		  PC Indigenous Peoples 150,000
    Shadetree Multicultural Foundation
    5131 Verdura Ave
    Lakewood,CA90712     		  PC Social Asset Mapping 150,000
    Shelterwood Collective
    1708 9th Street
    Berkeley,CA94710     		  NC Rachel Bagby Allocation 100,000
    Sicangu Community Development Center
    27565 Research Park Drive
    Mission,SD57555     		  PC Indigenous Peoples 10,000
    Sicangu Community Development Center
    27565 Research Park Drive
    Mission,SD57555     		  PC Special Projects COVID-19 Relief Efforts 100,000
    Snapchef Foundation
    420 Washington Street
    Holden,MA01520     		  PC Special Projects COVID-19 Relief Efforts 10,000
    Social and Environmental Entrepreneurs
    23532 Calabasas Road Suite A
    Calabasas,CA91302     		  PC Special Projects COVID-19 Relief Efforts 134,121
    Social Good Fund
    12651 San Pablo Ave Suite 5473
    Richmond,CA94805     		  PC Keystone Organization 650,000
    Soul Fire Farm Institute Inc
    1972 NY HWY 2
    Petersburg,NY12138     		  PC Keystone Organization 350,000
    Standing Rock Community Development Corporation
    181 Agency Avenue
    Fort Yates,ND58538     		  PC Indigenous Peoples 255,000
    State Voices
    1616 P Street NW Suite 220
    Washington,DC20036     		  PC Special Projects COVID-19 Relief Efforts 100,000
    Summit 54
    625 E Main St Suite 102B-115
    Aspen,CO81611     		  PC Education 50,000
    The Art Council dba Artadia
    45 Main Street Suite 515
    Brooklyn,NY11201     		  PC Ballot Ready Voting Tool 450,000
    The Art Council dba Artadia
    45 Main Street Suite 515
    Brooklyn,NY11201     		  PC Special Projects COVID-19 Relief Efforts 1,000,000
    The Biomimicry Institute
    PO Box 9216
    Missoula,MT59807     		  PC Education 30,000
    The Biomimicry Institute
    PO Box 9216
    Missoula,MT59807     		  PC Special Projects COVID-19 Relief Efforts 800,000
    The Bronx Defenders
    360 East 161st Street Bronx
    Bronx,NY10451     		  PC Sustainability 100,000
    The Conscious Alliance
    2525 Arapahoe Ave Suite E4-182
    Boulder,CO80302     		  PC Special Projects COVID-19 Relief Efforts 242,000
    The Fab Foundation
    50 Milk St 16th Fl
    Boston,MA02109     		  PC Special Projects COVID-19 Relief Efforts 14,000
    The Freedom Bound Center dba Sol Collective
    2574 21st Street
    Sacramento,CA95818     		  PC We Still Here / Aqui Estamos 100,000
    The German Marshall Fund of the United States
    1744 R Street N
    Washington,DC20009     		  PC Special Projects COVID-19 Relief Efforts 150,000
    The Greenlining Institute
    360 14th Street 6th Floor
    Oakland,CA94612     		  PC Sustainability 355,000
    The GrowHaus
    4751 York Street
    Denver,CO80216     		  PC Special Projects COVID-19 Relief Efforts 152,000
    The HadaNou Collective
    1640 N Downing Street 102
    Denver,CO80218     		  PC Special Projects COVID-19 Relief Efforts 10,000
    The HadaNou Collective
    1640 N Downing Street 102
    Denver,CO80218     		  PC Education 150,000
    The Hopewell Fund
    1201 Connecticut Ave NW Suite 300
    Washington,DC20035     		  PC Democracy Docket Legal Fund 1,000,000
    The Keystone Center
    1628 Sts John Road
    Keystone,CO80435     		  PC Special Projects COVID-19 Relief Efforts 250,000
    The Logan School for Creative Learning
    1005 Yosemite Street
    Denver,CO80230     		  PC Community Systems 40,000
    The Lost Explorer Foundation
    208 Westminster Avenue
    Venice,CA90291     		  PC Special Projects COVID-19 Relief Efforts 200,000
    The Praxis Project Inc
    1900 Fruitvale Avenue Suite 3D
    Oakland,CA94601     		  PC Special Projects COVID-19 Relief Efforts 100,000
    The Providence Community Health Centers
    375 Allens Avenue
    Providence,RI02905     		  PC Special Projects COVID-19 Relief Efforts 30,000
    The Sarara Foundation
    2582 Bellaire Street
    Denver,CO80207     		  PC Special Projects COVID-19 Relief Efforts 250,000
    The Tipi Raisers
    7830 W Alameda Ave 103-186
    Lakewood,CO80226     		  PC Education 52,500
    The Tipi Raisers
    7830 W Alameda Ave 103-186
    Lakewood,CO80226     		  PC Special Projects COVID-19 Relief Efforts 55,000
    The Wave Foundation
    2000 NE 67th Avenue
    Portland,OR97213     		  PC Special Projects COVID-19 Relief Efforts 300,000
    Thunder Valley Community Development Corporation
    290 Empowerment Drive Box 290
    Porcupine,SD57772     		  PC Special Projects COVID-19 Relief Efforts 100,000
    Thunder Valley Community Development Corporation
    290 Empowerment Drive Box 290
    Porcupine,SD57772     		  PC Education 250,000
    Together Colorado
    1980 Dahlia Street
    Denver,CO80220     		  PC Special Projects COVID-19 Relief Efforts 111,209
    Transgender Law Center
    PO Box 70976
    Oakland,CA94612     		  PC Special Projects COVID-19 Relief Efforts 100,000
    Treefort Community Fund Inc
    3380 W Americana Terrace Suite 330
    Boise,ID94965     		  PC Special Projects COVID-19 Relief Efforts 250,000
    Turning Green
    2330 Marinship Way Suite 205
    Sausalito,CA94965     		  PC Special Projects COVID-19 Relief Efforts 25,000
    United Way of Rhode Island
    50 Valley Street
    Providence,RI02909     		  PC Special Projects COVID-19 Relief Efforts 100,000
    University of Colorado Foundation
    1330 Grandview Ave
    Boulder,CO80302     		  PC Indigenous Peoples 250,000
    University of Colorado Foundation
    1330 Grandview Ave
    Boulder,CO80302     		  PC Special Projects - Social Justice 75,000
    University of Washington Foundation
    407 Gerberding Hall Box 351210
    Seattle,WA98195     		  PC Education 75,000
    University of Washington Foundation
    407 Gerberding Hall Box 351210
    Seattle,WA98195     		  PC Community Systems 75,000
    Utah Film Center
    50 W Broadway Suite 1125
    Salt Lake City,UT84101     		  PC Rebel Hearts 150,000
    Valley Settlement
    520 S Third Street Suite 9
    Carbondale,CO81623     		  PC Special Projects COVID-19 Relief Efforts 50,000
    Valley Settlement
    520 S Third Street Suite 9
    Carbondale,CO81623     		  PC Education 100,000
    Village Exchange Center
    1609 Havana Street
    Aurora,CO80238     		  PC Special Projects COVID-19 Relief Efforts 250,000
    Visions Performing Arts Company
    3772 S Gibralter St
    Aurora,CO80013     		  PC Education 25,000
    Walking Iris Media
    2263 15th Street
    San Francisco,CA94114     		  PC Brown Girls Doc Mafia (BGDM) 25,000
    Washington Montessori Institute Inc
    18501 Mink Hollow Rd
    Ashton,MD20861     		  PC Education 50,000
    Water Foundation
    555 Capitol Mall Ste 1155
    Sacramento,CA95814     		  PC Indigenous Peoples 200,000
    Western Native Voice
    PO box 1018
    Billings,MT59103     		  PC Special Projects COVID-19 Relief Efforts 20,000
    Western Resources Advocates
    2260 Baseline Road Ste 200
    Boulder,CO80302     		  PC Sustainability 400,000
    Whole School Leadership Inc
    2154 N Sunshine Circle
    Palm Springs,CA92264     		  PC Education 30,000
    Wildflower Foundation
    1330 Lagoon Ave 4th Floor
    Minneapolis,MN55408     		  PC Special Projects COVID-19 Relief Efforts 1,000,000
    Windward Fund
    1201 Connecticut Ave NW Suite 300
    Washington,DC20036     		  PC Sustainability 100,000
    Women's Earth and Climate Action Network
    775 East Blithedale Avenue 384
    Mill Valley,CA94941     		  PC Special Projects COVID-19 Relief Efforts 170,000
    Women's Foundation of Southern Arizona
    PO Box 89518
    Tucson,AZ85752     		  PC Special Projects COVID-19 Relief Efforts 75,000
    Woodland Boys and Girls Club Inc
    W6719 Water
    St Neopit,WI54150     		  PC Education 25,000
    World Central Kitchen Inc
    1342 Florida Avenue NW
    Washington,DC20009     		  PC Special Projects COVID-19 Relief Efforts 1,000,000
    Yale University Office of Sponsored Projects
    PO Box 2038
    New Haven,CT06521     		  PC Education 1,000,000
    YESS Institute
    1385 South Colorado Blvd Suite 610
    Denver,CO80222     		  PC Education 100,000
    Young African Americans for Social and Political Activism
    PO Box 202092
    Denver,CO80220     		  PC Education 75,000
    Young Women Empowered
    2524 16th Ave S Suite 301
    Seattle,WA98144     		  PC Education 50,000
    Young Women Empowered
    2524 16th Ave S Suite 301
    Seattle,WA98144     		  PC Special Projects COVID-19 Relief Efforts 50,000
    Youth Empowerment Broadcasting Organization
    3240 Josephine St
    Denver,CO80205     		  PC Education 75,000
    Youth on Record
    1301 W 10th Ave
    Denver,CO80204     		  PC Education 30,000
    Total .................................bullet 3a 73,023,757
    bApproved for future payment
    Total .................................bullet 3b 0
    Form 990-PF (2020)
    Form 990-PF (2020)
    Page 12
    Part XVI-A
    Analysis of Income-Producing Activities
    Enter gross amounts unless otherwise indicated. Unrelated business income Excluded by section 512, 513, or 514 (e)
    Related or exempt
    function income
    (See instructions.)
    1Program service revenue: (a)
    Business code     		(b)
    Amount     		(c)
    Exclusion code     		(d)
    Amount
    a
    b
    c
    d
    e
    f
    gFees and contracts from government agencies          
    2 Membership dues and assessments....          
    3 Interest on savings and temporary cash
    investments ...........     		    14 223,505  
    4 Dividends and interest from securities....          
    5 Net rental income or (loss) from real estate:
    aDebt-financed property......          
    bNot debt-financed property.....          
    6 Net rental income or (loss) from personal property          
    7 Other investment income.....          
    8 Gain or (loss) from sales of assets other than
    inventory ............     		    8 -53,736  
    9 Net income or (loss) from special events:          
    10 Gross profit or (loss) from sales of inventory          
    11 Other revenue: a
    b
    c
    d
    e
    12 Subtotal. Add columns (b), (d), and (e).. 0 169,769 0
    13Total. Add line 12, columns (b), (d), and (e)..................
    13
    169,769
    (See worksheet in line 13 instructions to verify calculations.)
    Part XVI-B
    Relationship of Activities to the Accomplishment of Exempt Purposes
    Line No.
    DownArrow     		Explain below how each activity for which income is reported in column (e) of Part XVI-A contributed importantly to
    the accomplishment of the foundation’s exempt purposes (other than by providing funds for such purposes). (See
    instructions.)
    Form 990-PF (2020)
    Form 990-PF (2020)
    Page 13
    Part XVII
    Information Regarding Transfers To and Transactions and Relationships With Noncharitable Exempt Organizations
    1
    Did the organization directly or indirectly engage in any of the following with any other organization described in section 501(c) (other than section 501(c)(3) organizations) or in section 527, relating to political organizations?
    Yes
    No
    a
    Transfers from the reporting foundation to a noncharitable exempt organization of:
    (1) Cash...................................
    1a(1)
     
    No
    (2) Other assets.................................
    1a(2)
     
    No
    b
    Other transactions:
    (1) Sales of assets to a noncharitable exempt organization....................
    1b(1)
     
    No
    (2) Purchases of assets from a noncharitable exempt organization..................
    1b(2)
     
    No
    (3) Rental of facilities, equipment, or other assets.......................
    1b(3)
     
    No
    (4) Reimbursement arrangements...........................
    1b(4)
     
    No
    (5) Loans or loan guarantees.............................
    1b(5)
     
    No
    (6) Performance of services or membership or fundraising solicitations................
    1b(6)
     
    No
    c
    Sharing of facilities, equipment, mailing lists, other assets, or paid employees..............
    1c
     
    No
    d
    If the answer to any of the above is "Yes," complete the following schedule. Column (b) should always show the fair market value
    of the goods, other assets, or services given by the reporting foundation. If the foundation received less than fair market value
    in any transaction or sharing arrangement, show in column (d) the value of the goods, other assets, or services received.
    (a) Line No. (b) Amount involved (c) Name of noncharitable exempt organization (d) Description of transfers, transactions, and sharing arrangements
    2a
    Is the foundation directly or indirectly affiliated with, or related to, one or more tax-exempt organizations
    described in section 501(c) (other than section 501(c)(3)) or in section 527? ...........
    b
    If "Yes," complete the following schedule.

    (a) Name of organization (b) Type of organization (c) Description of relationship
    Sign Here
    Under penalties of perjury, I declare that I have examined this return, including accompanying schedules and statements, and to the best of my knowledge and belief, it is true, correct, and complete. Declaration of preparer (other than taxpayer) is based on all information of which preparer has any knowledge.
    Bullet Bullet
    May the IRS discuss this return
    with the preparer shown below?
    See instructions.
    Signature of officer or trustee Date Title
    Paid Preparer Use Only Print/Type preparer's name Preparer's Signature Date PTIN
    Firm's name SmallBullet
    		 Firm's EIN SmallBullet
    Firm's address SmallBullet


    		 Phone no.
    Form 990-PF (2020)
    Additional Data


    Software ID: 20011424
    Software Version: 2020v4.0


    Form 990PF - Special Condition Description:
    Special Condition Description
    Schedule B
    (Form 990, 990-EZ,
    or 990-PF)
    Department of the Treasury
    Internal Revenue Service
    Schedule of Contributors

    Arrow Bullet Attach to Form 990, 990-EZ, or 990-PF.
    Arrow Bullet Go to www.irs.gov/Form990 for the latest information.
    OMB No. 1545-0047
    2020
    Name of the organization
    Wend II Inc
     
    Employer identification number

    82-3592173
    Organization type (check one):
    Filers of:
    Section:
    Form 990 or 990-EZ






    Form 990-PF




    Check if your organization is covered by the General Rule or a Special Rule.  
    Note: Only a section 501(c)(7), (8), or (10) organization can check boxes for both the General Rule and a Special Rule. See instructions.
    General Rule
    Special Rules
    ......... Arrow Bullet $  
    Caution: An organization that isn't covered by the General Rule and/or the Special Rules doesn't file Schedule B (Form 990,
    990-EZ, or 990-PF), but it must answer “No” on Part IV, line 2, of its Form 990; or check the box on line H of its Form 990-EZ
    or on its Form 990PF, Part I, line 2, to certify that it doesn't meet the filing requirements of Schedule B (Form 990,
    990-EZ, or 990-PF).
    For Paperwork Reduction Act Notice, see the Instructions
    for Form 990, 990-EZ, or 990-PF.
    Cat. No. 30613XSchedule B (Form 990, 990-EZ, or 990-PF) (2020)
    Schedule B (Form 990, 990-EZ, or 990-PF) (2020) Page 2
    Name of organization
    Wend II Inc
          		Employer identification number
    82-3592173
    Part I
    Contributors
    Contributors (see instructions). Use duplicate copies of Part I if additional space is needed.
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
    1
    James M Walton
     
    PO BOX 1860
     
    BENTONVILLE, AR72712

    		$ 15,195,338


    (Complete Part II for noncash contributions.)
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
     
     
     
     

    		$  


    (Complete Part II for noncash contributions.)
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
     
     
     
     

    		$  


    (Complete Part II for noncash contributions.)
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
     
     
     
     

    		$  


    (Complete Part II for noncash contributions.)
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
     
     
     
     

    		$  


    (Complete Part II for noncash contributions.)
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
     
     
     
     

    		$  


    (Complete Part II for noncash contributions.)
    Schedule B (Form 990, 990-EZ, or 990-PF) (2020)
    Schedule B (Form 990, 990-EZ, or 990-PF) (2020)
    Page 3
    Name of organization
    Wend II Inc
          		Employer identification number

    82-3592173
    Part II
    Noncash Property (see instructions). Use duplicate copies of Part II if additional space is needed.
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
    1
    		 105,000 SHARES OF PUBLICLY TRADED SECURITIES $ 15,195,338 2020-12-29
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
     
    		$    
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
     
    		$    
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
     
    		$    
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
     
    		$    
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
     
    		$    
    Schedule B (Form 990, 990-EZ, or 990-PF) (2020)
    Schedule B (Form 990, 990-EZ, or 990-PF) (2020)
    Page 4
    Name of organization
    Wend II Inc
          		Employer identification number

    82-3592173
    Part III
    Exclusively religious, charitable, etc., contributions to organizations described in section 501(c)(7), (8), or (10) that total more than $1,000 for the year from any one contributor. Complete columns (a) through (e) and the following line entry. For organizations completing Part III, enter the total of exclusively religious, charitable, etc., contributions of $1,000 or less for the year. (Enter this information once. See instructions.) Arrow Bullet$  
    Use duplicate copies of Part III if additional space is needed.
    (a)
    No. from Part I    		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
     
    (e) Transfer of gift
    Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
     
     
         
     
    (a)
    No. from Part I    		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
     
    (e) Transfer of gift
    Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
     
     
         
     
    (a)
    No. from Part I    		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
     
    (e) Transfer of gift
    Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
     
     
         
     
    (a)
    No. from Part I    		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
     
    (e) Transfer of gift
    Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
     
     
         
     
    Schedule B (Form 990, 990-EZ, or 990-PF) (2020)
    Additional Data


    Software ID: 20011424
    Software Version: 2020v4.0

    Note: To capture the full content of this document, please select landscape mode (11" x 8.5") when printing.

    TY 2020 ExpenditureResponsibilityStmt
    Name:
    Wend II Inc
    EIN:
    82-3592173
    Software ID:
    20011424
    Software Version:
    2020v4.0
    Grantee's Name Grantee's Address Grant Date Grant Amount Grant Purpose Amount Expended By Grantee Any Diversion By Grantee? Dates of Reports By Grantee Date of Verification Results of Verification
    Get Empowered LLC
          		2025 Pioneer Court
    San Mateo,CA94403     		2020-06-05 15,000 To support the launch of the Arts for All Summer Series 15,000 None 03/27/2021 2021-03-27 THE GRANTEE HAS PROVIDED THE FOUNDATION WITH THE REQUIRED REPORTS. THE FOUNDATION HAS NO REASON TO DOUBT THE ACCURACY OR RELIABILITY OF THE REPORT; THEREFORE, NO FURTHER VERIFICATION BY THE FOUNDATION IS DEEMED NECESSARY.
    Shelterwood Collective
          		1708 9th Street
    Berkely,CA94710     		2020-12-08 100,000 To support the Landing Justice Residency 0 None 03/25/2021 2021-03-25 THE GRANTEE HAS PROVIDED THE FOUNDATION WITH THE REQUIRED REPORTS. THE FOUNDATION HAS NO REASON TO DOUBT THE ACCURACY OR RELIABILITY OF THE REPORT; THEREFORE, NO FURTHER VERIFICATION BY THE FOUNDATION IS DEEMED NECESSARY.
    American Montessori Internationale
          		Koninginneweg 161
    Amersterdam,1075 CN Amsterdam  
    NL     		2020-07-29 200,000 To support continuation of the work on the blended learning project for the 0-3 and 6-12 levels and to build on the lessons learned from the 3-6 pilot. 0 None 07/16/2021 2021-07-16 THE GRANTEE HAS PROVIDED THE FOUNDATION WITH THE REQUIRED REPORTS. THE FOUNDATION HAS NO REASON TO DOUBT THE ACCURACY OR RELIABILITY OF THE REPORT; THEREFORE, NO FURTHER VERIFICATION BY THE FOUNDATION IS DEEMED NECESSARY.
    Overstory Alliance
          		5433 Dupont Ave S
    Minneapolis,MN55419     		2020-04-17 432,450 To support The Overstory Alliance, a story and community that empowers humans to cultivate deep justice by reconnecting with the living world and defending the future of life 102,091 None 04/30/2021 2021-04-30 THE GRANTEE HAS PROVIDED THE FOUNDATION WITH THE REQUIRED REPORTS. THE FOUNDATION HAS NO REASON TO DOUBT THE ACCURACY OR RELIABILITY OF THE REPORT; THEREFORE, NO FURTHER VERIFICATION BY THE FOUNDATION IS DEEMED NECESSARY.
    Indian Country Today LLC
          		555 N Central Ave Ste 500
    Phoenix,AZ85004     		2020-04-02 100,000 To provide support during the COVID-19 pandemic 100,000 None 04/26/2020 2020-04-26 THE GRANTEE HAS PROVIDED THE FOUNDATION WITH THE REQUIRED REPORTS. THE FOUNDATION HAS NO REASON TO DOUBT THE ACCURACY OR RELIABILITY OF THE REPORT; THEREFORE, NO FURTHER VERIFIICATION BY THE FOUNDATION IS DEEMED NECESSARY.
    Association Montessori Internationale
          		Koninginneweg 161
    Amersterdam   1075CN
    NL     		2019-03-26 250,000 To support the implementation phase for the new AMI Montessori Core Principles Certificate course and the first blended AMI Primary (3-6) Diploma course, which will have alternating blocks of face-to-face and distance learning formats 250,000 None 03/27/2021 2021-03-27 THE GRANTEE HAS PROVIDED THE FOUNDATION WITH THE REQUIRED REPORTS. THE FOUNDATION HAS NO REASON TO DOUBT THE ACCURACY OR RELIABILITY OF THE REPORT; THEREFORE, NO FURTHER VERIFICATION BY THE FOUNDATION IS DEEMED NECESSARY.
    Living Water Ministry Outreach
          		942 S Dearborn Way 5
    Aurora,CO80012     		2020-07-01 113,608 To support three months of operations to distribute sack lunches, hot meals, and food boxes-to include food and ingredients, water, packaging materials, transportation, and administrative personnel costs. 112,572 None 04/07/2021 2021-04-07 THE GRANTEE HAS PROVIDED THE FOUNDATION WITH THE REQUIRED REPORTS. THE FOUNDATION HAS NO REASON TO DOUBT THE ACCURACY OR RELIABILITY OF THE REPORT; THEREFORE, NO FURTHER VERIFICATION BY THE FOUNDATION IS DEEMED NECESSARY.
    DRK Beauty Inc
          		254 N 6th Street Apt 1A
    Brooklyn,NY11211     		2020-10-28 100,000 To support an initiative to provide free therapy to women of color in the United States 100,000 None 09/02/2021 2021-09-02 THE GRANTEE HAS PROVIDED THE FOUNDATION WITH THE REQUIRED REPORTS. THE FOUNDATION HAS NO REASON TO DOUBT THE ACCURACY OR RELIABILITY OF THE REPORT; THEREFORE, NO FURTHER VERIFICATION BY THE FOUNDATION IS DEEMED NECESSARY.
    Reconciliation Canada
          		 
          		  65,000 To support Phase 2 of the Indigenous Women's Leadership Program, which includes an internal testing cohort and two design gatherings to take place in 2020 to further inform the program concept 0   NONE   THE FOUNDATION HAS MADE MULTIPLE REQUESTS TO THE GRANTEE TO PROVIDE THE REQUIRED FINANCIAL AND NARRATIVE REPORT FOR THE LISTED GRANT. TO DATE, THE GRANTEE HAS NOT PROVIDED THE FOUNDATION WITH THE REQUIRED REPORTS. THE FOUNDATION WILL NOT PROVIDE ANY ADDITIONAL GRANT FUNDS TO THE GRANTEE UNTIL ALL OF THE REQUIRED REPORTS HAVE BEEN PROVIDED AND VERIFIED.

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    TY 2020 GainLossSaleOtherAssetsSch
    Name:
    Wend II Inc
    EIN:
    82-3592173
    Software ID:
    20011424
    Software Version:
    2020v4.0
    Name Date Acquired How Acquired Date Sold Purchaser Name Gross Sales Price Basis Basis Method Sales Expenses Total (net) Accumulated Depreciation
    105,000 Shares of Publicly Traded Securities 2020-12 D 2020-12   15,141,602 15,195,338 FMV   -53,736  

    TY 2020 LegalFeesSchedule
    Name:
    Wend II Inc
    EIN:
    82-3592173
    Software ID:
    20011424
    Software Version:
    2020v4.0
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    Legal Fees 698     698


    TY 2020 LoansFromOfficersSchedule
    Name:
    Wend II Inc
    EIN:
    82-3592173
    Software ID:
    20011424
    Software Version:
    2020v4.0

    Item No. 1
    Lender's Name James M Walton
    Lender's Title Director
    Original Amount of Loan 5000000
    Balance Due 5000000
    Date of Note 2020-12
    Maturity Date  
    Repayment Terms On Demand
    Interest Rate 0.0
    Security Provided by Borrower None
    Purpose of Loan Operating support
    Description of Lender Consideration Cash
    Consideration FMV 5000000


    TY 2020 OtherExpensesSchedule
    Name:
    Wend II Inc
    EIN:
    82-3592173
    Software ID:
    20011424
    Software Version:
    2020v4.0
    Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    Registration Fees 255     255
    Secretary of State Fees 25     25
    Other 124     124


    TY 2020 OtherProfessionalFeesSchedule
    Name:
    Wend II Inc
    EIN:
    82-3592173
    Software ID:
    20011424
    Software Version:
    2020v4.0
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    Consulting 179,231     179,231
    Management Fees 27,153     27,153
    Investment Fees 1,250 1,250    


    TY 2020 TaxesSchedule
    Name:
    Wend II Inc
    EIN:
    82-3592173
    Software ID:
    20011424
    Software Version:
    2020v4.0
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    Excise Tax 10,000