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. 1545-0047
2021
Open to Public Inspection
For calendar year 2021, or tax year beginning 01-01-2021 , and ending 12-31-2021
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$174,655,755J 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) 210,836,685
2 Check bullet.............
3 Interest on savings and temporary cash investments      
4 Dividends and interest from securities... 2,027 2,027  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 Click to see attachment -3,983,715
b Gross sales price for all assets on line 6a 206,852,970
7 Capital gain net income (from Part IV, line 2)... 206,771,377
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)....... Click to see attachment 448,585 0 0
12 Total. Add lines 1 through 11........ 207,303,582 206,773,404 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 3,354 0 0 3,354
b Accounting fees (attach schedule)....... Click to see attachment 30,843 0 0 30,843
c Other professional fees (attach schedule).... Click to see attachment 84,330 1,250 0 83,080
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... Click to see attachment 260,000 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 278 0 0 278
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 378,805 1,250 0 117,555
25 Contributions, gifts, grants paid....... 39,637,396 37,714,285
26 Total expenses and disbursements. Add lines 24 and 25 40,016,201 1,250 0 37,831,840
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements 167,287,381
b Net investment income (if negative, enter -0-) 206,772,154
c Adjusted net income (if negative, enter -0-)... 0
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2021)
Form 990-PF (2021)
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............. 108,690 497,323 497,323
2 Savings and temporary cash investments......... 12,259,668    
3 Accounts receivable bullet  
Less: allowance for doubtful accounts bullet   0 0 0
4 Pledges receivable bullet  
Less: allowance for doubtful accounts bullet   0 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 Click to see attachment174,158,451 174,158,432
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) 12,368,358 174,655,774 174,655,755
Liabilities 17 Accounts payable and accrued expenses..........    
18 Grants payable.................    
19 Deferred revenue.................    
20 Loans from officers, directors, trustees, and other disqualified persons 5,000,000 Click to see attachment0
21 Mortgages and other notes payable (attach schedule)...... 0 0
22 Other liabilities (describe bullet)    
23 Total liabilities (add lines 17 through 22)......... 5,000,000 0
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 7,368,393 174,655,774
29 Total net assets or fund balances (see instructions)..... 7,368,393 174,655,774
30 Total liabilities and net assets/fund balances (see instructions). 12,368,393 174,655,774
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
7,368,393
2
Enter amount from Part I, line 27a .....................
2
167,287,381
3
Other increases not included in line 2 (itemize) bullet
3
0
4
Add lines 1, 2, and 3 ..........................
4
174,655,774
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
174,655,774
Form 990-PF (2021)
Form 990-PF (2021)
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 1,255,000 SHARES OF PUBLICLY TRADED SECURITIES D    
b 241,000 SHARES OF PUBLICLY TRADED SECURITIES D    
c NT CASH - CAPITAL GAIN DISTRIBUTION P    
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 173,172,863   68,446 173,104,417
b 33,679,988   13,146 33,666,842
c 118     118
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     0 173,104,417
b     0 33,666,842
c     0 118
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 2 206,771,377
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
Form 990-PF (2021)
Form 990-PF (2021)
Page 4
Part V
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 All other domestic foundations enter 1.39% (0.0139) of line 27b. Exempt foreign organizations enter 4% (0.04) 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 2,874,133
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 2,874,133
6 Credits/Payments:
a 2021 estimated tax payments and 2020 overpayment credited to 2021 6a 63,714
b Exempt foreign organizations—tax withheld at source...... 6b  
c Tax paid with application for extension of time to file (Form 8868)... 6c 3,000,000
d Backup withholding erroneously withheld ........... 6d  
7 Total credits and payments. Add lines 6a through 6d.............. 7 3,063,714
8 Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached. Click to see attachment 8 0
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 10 189,581
11 Enter the amount of line 10 to be: Credited to 2022 estimated taxBullet189,581 RefundedBullet 11 0
Part VI-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 XIV..................................
    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 2021 or the taxable year beginning in 2021? See the instructions for Part XIII.
    If "Yes," complete Part XIII .............................
    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 (2021)
    Form 990-PF (2021)
    Page 5
    Part VI-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 2021, 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 VI-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? ...........
    1a(1)
     
    No
    (2) Borrow money from, lend money to, or otherwise extend credit to (or accept it from)
    a disqualified person? ..............................
    1a(2)
    Yes
     
    (3) Furnish goods, services, or facilities to (or accept them from) a disqualified person? ...........
    1a(3)
     
    No
    (4) Pay compensation to, or pay or reimburse the expenses of, a disqualified person? ............
    1a(4)
     
    No
    (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)? ......................
    1a(5)
     
    No
    (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.) ...............
    1a(6)
     
    No
    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
    c
    ........bullet
    d
    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 2021? .............
    1d
     
    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 2021, did the foundation have any undistributed income (lines 6d
    and 6e, Part XII) for tax year(s) beginning before 2021?....................
    2a
     
    No
    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? ..............................
    3a
     
    No
    b
    If "Yes," did it have excess business holdings in 2021 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 2021.) .....................
    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 2021? ..
    4b
     
    No
    Form 990-PF (2021)
    Form 990-PF (2021)
    Page 6
    Part VI-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))? ..........
    5a(1)
     
    No
    (2) Influence the outcome of any specific public election (see section 4955); or to carry
    on, directly or indirectly, any voter registration drive? ....................
    5a(2)
     
    No
    (3) Provide a grant to an individual for travel, study, or other similar purposes? .............
    5a(3)
     
    No
    (4) Provide a grant to an organization other than a charitable, etc., organization described
    in section 4945(d)(4)(A)? See instructions ........................
    5a(4)
    Yes
     
    (5) Provide for any purpose other than religious, charitable, scientific, literary, or
    educational purposes, or for the prevention of cruelty to children or animals? .............
    5a(5)
     
    No
    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
    c
    .........bullet
    d
    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? .................
    5d
    Yes
     
    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? .............................
    6a
     
    No
    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?
    7a
     
    No
    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? .........................
    8
     
    No
    Part VII
    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 0
    Form 990-PF (2021)
    Form 990-PF (2021)
    Page 7
    Part VII
    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 83,080
    1430 W 37th Avenue
    Denver,CO80211
    Total number of others receiving over $50,000 for professional services.............bullet0
    Part VIII-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 VIII-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 (2021)
    Form 990-PF (2021)
    Page 8
    Part IX
    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
    13,386,581
    b
    Average of monthly cash balances.......................
    1b
    15,681,958
    c
    Fair market value of all other assets (see instructions)................
    1c
    0
    d
    Total (add lines 1a, b, and c).........................
    1d
    29,068,539
    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
    29,068,539
    4
    Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
    instructions) .............................
    4
    436,028
    5
    Net value of noncharitable-use assets. Subtract line 4 from line 3. .......
    5
    28,632,511
    6
    Minimum investment return. Enter 5% (0.05) of line 5................
    6
    1,431,626
    Part X
    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 IX, line 6..................
    1
    1,431,626
    2a
    Tax on investment income for 2021 from Part V, line 5.......
    2a
    2,874,133
    b
    Income tax for 2021. (This does not include the tax from Part V.) ...
    2b
     
    c
    Add lines 2a and 2b............................
    2c
    2,874,133
    3
    Distributable amount before adjustments. Subtract line 2c from line 1............
    3
    0
    4
    Recoveries of amounts treated as qualifying distributions................
    4
    448,585
    5
    Add lines 3 and 4............................
    5
    448,585
    6
    Deduction from distributable amount (see instructions).................
    6
     
    7
    Distributable amount as adjusted. Subtract line 6 from line 5. Enter here and on Part XII, line 1 ...
    7
    448,585
    Part XI
    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
     
    b
    Program-related investments—total from Part VIII-B..................
    1b
     
    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
     
    4
    Qualifying distributions. Add lines 1a through 3b. Enter here and on Part XII, line 4.
    4
     
    Form 990-PF (2021)
    Form 990-PF (2021)
    Page 9
    Part XII
    Undistributed Income (see instructions)
    (a)
    Corpus     		(b)
    Years prior to 2020     		(c)
    2020     		(d)
    2021
    1 Distributable amount for 2021 from Part X, line 7 448,585
    2 Undistributed income, if any, as of the end of 2021:
    a Enter amount for 2020 only....... 0
    b Total for prior years:20, 2018, 2017 0
    3 Excess distributions carryover, if any, to 2021:
    a From 2016...... 0
    b From 2017...... 0
    c From 2018...... 1,799,327
    d From 2019...... 19,982,532
    e From 2020...... 71,617,817
    f Total of lines 3a through e ........ 93,399,676
    4Qualifying distributions for 2021 from Part
    XI, line 4: bullet$ 37,831,840
    a Applied to 2020, 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 2021 distributable amount..... 448,585
    e Remaining amount distributed out of corpus 37,383,255
    5 Excess distributions carryover applied to 2021.   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 5 130,782,931
    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 2021. Subtract
    lines 4d and 5 from line 1. This amount must
    be distributed in 2022 ..........     		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 2016 not
    applied on line 5 or line 7 (see instructions) ...     		0
    9 Excess distributions carryover to 2022.
    Subtract lines 7 and 8 from line 6a ......     		130,782,931
    10 Analysis of line 9:
    a Excess from 2017.... 0
    b Excess from 2018.... 1,799,327
    c Excess from 2019.... 19,982,532
    d Excess from 2020.... 71,617,817
    e Excess from 2021.... 37,383,255
    Form 990-PF (2021)
    Form 990-PF (2021)
    Page 10
    Part XIII
    Private Operating Foundations (see instructions and Part VI-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 2021, 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) 2021 (b) 2020 (c) 2019 (d) 2018
             
    b 85% (0.85) of line 2a .........          
    c Qualifying distributions from Part XI,
    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 IX, 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 XIV
    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 (2021)
    Form 990-PF (2021)
    Page 11
    Part XIV
    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
    360Plus Foundation
    13010 TOMKI RD
    REDWOOD VALLEY,CA95470     		  PC TYCIA Response to COVID19 in India 20,000
    A Better Life Foundation USA Inc
    13010 TOMKI RD
    REDWOOD VALLEY,CA95470     		  PC Special Projects Covid-19 Relief Efforts 75,000
    A Second U Foundation
    PO BOX 1389
    NEW YORK,NY10113     		  PC Community & Economic Development - General Operating Support 120,000
    Access Montessori
    846 E 6TH AVENUE
    HELENA,MT59601     		  PC Access Montessori - Helena, MT Convening 8,000
    Amazon Watch
    520 3RD ST STE 108
    OAKLAND,CA94607     		  PC COVID-19 Emergency Relief for Indigenous Peoples of the Amazon 500,000
    American Indian Academy of Denver
    1865 W MISSISSIPPI AVE
    DENVER,CO80223     		  PC AIAD 2021 Summer Programming 50,000
    American Montessori Society
    116 E 16TH STREET FLOOR 6
    NEW YORK,NY10003     		  PC Montessori Diversity, Equity, & Inclusion Initiative 350,000
    American Montessori Society
    116 E 16TH STREET FLOOR 6
    NEW YORK,NY10003     		  PC Education - General Operating Support 30,000
    American Montessori Society
    116 E 16TH STREET FLOOR 6
    NEW YORK,NY10003     		  PC Championing Montessori in the Public Schools 50,000
    Apne Aap International
    420 EAST 51ST ST OFFICE D
    NEW YORK,NY10022     		  PC General Operations and Covid Relief Programs 75,000
    Aspire Public Schools Foundation
    1001 22ND AVENUE SUITE 100
    OAKLAND,CA94606     		  PC Family Relief Fund - Aspire Los Angeles 110,000
    Aspire Public Schools Foundation
    1001 22ND AVENUE SUITE 100
    OAKLAND,CA94606     		  PC Hotspots for Aspire Public Schools in Los Angeles 34,000
    ASSET Education
    1644 PLATTE STREET
    DENVER,CO80202     		  PC ASSET's Strategic Plan Execution 100,000
    ASSET Education
    1644 PLATTE STREET
    DENVER,CO80202     		  PC TEDxCherryCreekWomen Tickets for ASSET Educators 1,000
    ASSET Education
    1644 PLATTE STREET
    DENVER,CO80202     		  PC Education - General Operating Support 2,500
    Association Montessori Internationale of the United States Inc
    1421 PRINCE ST SUITE 350
    ALEXANDRIA,VA22314     		  PC Deepening Racial Justice in Montessori Education 100,000
    Aurora Public Schools Foundation
    15701 E 1ST AVE STE 206
    AURORA,CO80011     		  PC Meal Provision for Families and Community during COVID-19 240,000
    Aurora Public Schools Foundation
    15701 E 1ST AVE STE 206
    AURORA,CO80011     		  PC Aurora Public Schools College and Career Readiness Expansion 150,000
    Aurora Sister Cities International
    15151 E ALAMEDA PKWY
    AURORA,CO80012     		  PC Global Youth Leaders 25,000
    Bay Mills Indian Community
    12140 W LAKESHORE DRIVE
    BRIMLEY,MI49715     		  GOV BMIC Tribal Fishermen Economic Relief 99,200
    Bellwether Education Partners
    517 BOSTON POST ROAD 171
    SUDBURY,MA01776     		  PC Analysis and Report on RISE Colorado Grant Applications 62,500
    Beyond Conflict Inc
    30 Winter Street 7th Floor
    Boston,MA02108     		  PC Community & Economic Development - Program and Infrastructure Support 1,580,235
    Bicycle Colorado
    1525 MARKET STREET STE 100
    DENVER,CO80202     		  PC Transforming Colorado Transportation 200,000
    Bioneers
    1525 MARKET STREET STE 100
    DENVER,CO80202     		  PC Bioneers Indigeneity Program 120,000
    Bioneers
    1525 MARKET STREET STE 100
    DENVER,CO80202     		  PC General Operating Support for Bioneers, Everywoman's Leadership + EL Regranting Program 250,000
    Black Women Photographers
    120 CHAMBERS STREET
    NORMAN,OK73701     		  NC Community & Economic Development - General Operations Support 39,205
    Borealis Philanthropy
    PO BOX 3295
    MINNEAPOLIS,MN55403     		  PC Democracy Docket Project 100,000
    Brown University
    164 Angell Street Box 1877
    PROVIDENCE,RI02912     		  PC Ecologies of Diaspora: Young Black Stewards' Embodied Struggle for Climate Resilience 100,000
    BVM Capacity Building Institute Inc
    3390 STONEWALL TELL RD
    ATLANTA,GA30349     		  PC Democracy Docket Project 100,000
    BYP100 Education Fund
    239 E 51ST STREET
    CHICAGO,IL60615     		  PC Democracy Docket Project 100,000
    California Community Foundation
    221 S Figueroa St Ste 400
    Los Angeles,CA90012     		  PC Los Angeles Asian American and Pacific Islander Giving Circle 25,000
    Capitol Region Education Council Foundation Inc
    111 CHARTER OAK AVE
    HARTFORD,CT06106     		  PC Pay It Back Pay It Forward Montessori Bachelor Scholarship Fund 150,000
    Center Consolidated Schools 26JT
    550 S SYLVESTER
    CENTER,CO81125     		  PC Center Positive Youth Development Youth Innovation & Promotora Project 80,000
    Center for Neighborhood Technology
    17 N STATE ST SUITE 1400
    CHICAGO,IL60602     		  PC Sustainability - General Operations Support 25,000
    Central Regional Education Association
    128 SOO LINE DRIVE SUITE 102
    BISMARCK,ND58501     		  PC Education - Indigenous Communities 125,000
    Children's Hospital Colorado Foundation
    13123 E 16TH AVENUE BOX 045
    AURORA,CO80045     		  PC Education - Community Systems 100,000
    Chinese Progressive Association
    1042 GRANT AVE 5TH FLOOR
    SAN FRANCISCO,CA94133     		  PC Democracy Docket Project 100,000
    Civic Nation
    1156 15TH ST NW STE 1000
    WASHINGTON,DC20005     		  PC COVID Trust Campaign 500,000
    Colorado Children's Campaign
    1580 LINCOLN STREET SUITE 420
    DENVER,CO80203     		  PC K-12 Education Policy Advocacy Work in 2021-22 100,000
    Colorado Cross-Disability Coalition
    1385 S COLORADO BLVD 610-A
    DENVER,CO80222     		  PC Clean Transportation Equity Program 50,000
    Colorado Freedom of Information Council
    1120 N LINCOLN ST STE 91
    DENVER,CO80203     		  PC Establishing Business Processes and Systems and Enhancing News Gathering 150,000
    Colorado League of Charter Schools
    2696 SOUTH COLORADO BLVD SUITE 250
    DENVER,CO80222     		  PC Year-Zero Coaching Cohort & Implementation Grants 100,000
    Colorado Nonprofit Development Center
    789 SHERMAN STREET SUITE 250
    DENVER,CO80203     		  PC Education - General Operating Support 42,223
    Colorado Nonprofit Development Center
    789 SHERMAN STREET SUITE 250
    DENVER,CO80203     		  PC El Sistema Colorado - Program Support 137,000
    Colorado Outward Bound School
    5161 SHERIDAN BLVD
    DENVER,CO80212     		  PC Growing COBS for a Stronger Tomorrow 150,000
    Colorado Seminary dba University of Denver
    2199 S UNIVERSITY BLVD
    DENVER,CO80208     		  PC Special Projects Covid-19 Relief Efforts 183,580
    Colorado Succeeds
    1390 LAWRENCE STREET 200
    DENVER,CO80204     		  PC Learning Dollars & LEAP Ballot - Advocacy & Partnership Development 100,000
    Colorado Young Leaders
    3435 S INCA STREET SUITE C
    ENGLEWOOD,CO80110     		  PC Building Capacity to Empower Youth 50,000
    Colorado Youth Congress
    6001 W 16TH AVE
    LAKEWOOD,CO80214     		  PC Colorado Youth Congress Systems Change Network 150,000
    Common Counsel
    6001 W 16TH AVE
    LAKEWOOD,CO80214     		  PC Democracy Docket Project 100,000
    Community Foundation of New Jersey
    PO BOX 338
    MORRISTOWN,NJ07963     		  PC Special Projects - Social Justice 370,000
    Community Movement Builders
    3401 LANTERN VIEW LANE
    SCOTTDALE,GA30079     		  PC Earthseed Permaculture Center 500,000
    Community Partners
    1000 N ALAMEDA STREET SUITE 240
    LOS ANGELES,CA90074     		  PC Changeist Youth Organizers 165,000
    Conference of Minority Transportation Officials
    PO BOX 13582
    DENVER,CO80201     		  PC Sustainability - General Operating Support 10,000
    Cornerstone Montessori Elementary School
    1611 Ames Ave
    St Paul,MN55106     		  PC Cornerstone Director of Elementary Pedagogy 25,000
    DAWN Determined Ambitious Women Networking
    PO BOX 4349
    CAROL STREAM,IL60197     		  PC Community & Economic Development - General Operations Support 30,000
    Denver Metro Chamber Leadership Foundation
    1445 MARKET STREET 4TH FLOOR
    DENVER,CO80202     		  PC Leadership Denver 2021 | Scholarship Fund 5,000
    Denver Urban Gardens
    1031 33RD STREET
    DENVER,CO80205     		  PC Shelton School and Community Garden Outdoor Classroom Project 5,000
    Desai Foundation
    1031 33RD STREET
    DENVER,CO80205     		  PC Health, Livelihood, and Education Programs for Women and Girls in Rural India 75,000
    Dream Corps
    436 14TH STREET 920
    OAKLAND,CA94612     		  PC #FuelChange Program 175,000
    DRK Beauty Healing Inc
    436 14TH STREET 920
    OAKLAND,CA94612     		  PC Health - General Operating Support 36,273
    Early Milestones Colorado
    1600 DOWNING ST SUITE 750
    DENVER,CO80218     		  PC Education - Community Systems 86,000
    Education Reimagined
    CONVENE 5TH FLOOR SUITE510 600 14TH
    STREET NW
    WASHINGTON,DC20005     		  PC Education Reimagined General Operating Grant 175,000
    Edward Charles Foundation
    269 S BEVERLY DR STE 338
    BEVERLY HILLS,CA90212     		  PC Special Projects Covid-19 Relief Efforts 1,075,000
    Electrification Coalition Foundation
    1111 19TH ST NW SUITE 406
    WASHINGTON,DC20036     		  PC EC RAY Diversity Fellowship Program Support 187,500
    Emerald Cities Collaborative
    1140 CONNECTICUT AVENUE NW SUITE 90
    0B
    WASHINGTON,DC20036     		  PC Equitable and Just Transit and Goods Movement 30,000
    Empower Community High School
    450 S CHAMBERS ROAD
    AURORA,CO80017     		  PC Education - Community Systems 50,000
    Engaged Latino Parents Advancing Student Outcomes
    655 ASPEN RIDGE DRIVE
    LAFAYETTE,CO80026     		  PC Education - Community Systems 100,000
    Environmental Health Coalition
    2727 HOOVER AVE SUITE 202
    NATIONAL CITY,CA91950     		  PC Environmental Health Coalition: San Diego Transit Justice Stories 66,500
    Equal Justice Initiative
    122 Commerce Street
    Montgomery,AL36104     		  PC Sustainability - General Operating Support 1,000,000
    EVHybridNoire
    400 W PEACHTREE STREET NW
    ATLANTA,GA30308     		  PC Drive The Future - Expanding Clean Transportation to Frontline Communities 175,000
    EVHybridNoire
    400 W PEACHTREE STREET NW
    ATLANTA,GA30308     		  PC Expanding EVHybridNoire's Capacity 45,000
    Executives Partnering to Invest in Children
    711 PARK AVE W
    DENVER,CO80205     		  PC Building Up Initiative 75,000
    Family Star Montessori
    2246 FEDERAL BLVD
    DENVER,CO80211     		  PC Education - General Operating Support 75,000
    Family Star Montessori
    2246 FEDERAL BLVD
    DENVER,CO80211     		  PC 2021 COVID Support 50,000
    Film Independent Inc
    5670 WILSHIRE BLVD 9TH FLOOR
    LOS ANGELES,CA90036     		  PC To support production of AFTER ANTARCTICA 75,000
    First Descents
    3001 BRIGHTON BLVD SUITE 623
    DENVER,CO80216     		  PC Community - General Operating Support 166,000
    First Nations Development Institute
    2432 MAIN ST FLOOR 2
    LONGMONT,CO80501     		  PC Native Language Immersion Initiative (NLII): A Series of Learning Convenings 101,500
    Generation Schools Network
    5300 WEST CENTER AVENUE
    LAKEWOOD,CO80226     		  PC Generation Schools Network's I-76 District Collaborative Pathway to Prosperity 25,000
    Get Empowered LLC
    2025 PIONEER COURT
    SAN MATEO,CA94403     		  NC To support Get Empowered Kids Camp. 20,000
    Golden Backpack Program dba BGOLDN
    1301 ARAPAHOE ST 105
    GOLDEN,CO80401     		  PC To help Measure Impact in Food Distribution 5,000
    Great Work Inc
    PO BOX 1860
    BENTONVILLE,AR72712     		  PC Education - General Operating Support 1,923,111
    Greenhouse Scholars
    1820 FOLSOM STREET
    BOULDER,CO80302     		  PC Annual Inspire and Venus de Miles Sponsorship 30,000
    GripTape Inc
    60 PARK TERRACE WEST A21
    NEW YORK,NY10034     		  PC Igniting Young People's Passions and Building New Paths Forward 334,000
    Heart & Hand Center
    2736 WELTON ST SUITE 204
    DENVER,CO80205     		  PC General Operations, COVID Support and Deepening Heart & Hand's Commitment to Equity and Anti-Racism 100,000
    Highlander Research & Education Center Inc
    1959 HIGHLANDER WAY
    NEW MARKET,TN37820     		  PC Democracy Docket Project 100,000
    Igiugig Village Council
    1 AIRPORT WAY
    IGIUGIG,AK99613     		  PC Igiugig Community Cultural Center 75,000
    Impact Charitable
    1536 WYNKOOP ST SUITE 223
    DENVER,CO80202     		  PC The Denver Basic Income Project - August 2021 1,100,000
    Impact Charitable
    1536 WYNKOOP ST SUITE 223
    DENVER,CO80202     		  PC To support the Direct Cash Assistance Pilot Study. 50,000
    Indaba Education Fund Inc
    1536 WYNKOOP ST SUITE 223
    DENVER,CO80202     		  PC To support the Indaba Foundation and Institute. 200,000
    Indaba Education Fund Inc
    1536 WYNKOOP ST SUITE 223
    DENVER,CO80202     		  PC CoRE Early Childhood Education teacher training 100,000
    Indigenous Educational Network of Turtle Island
    PO BOX 485
    BEMIDJI,MN56619     		  PC Special Projects - Social Justice 120,000
    Institute for Integrated Economic Research
    2 WASHINGTON SQ VILLAGE PH
    NEW YORK,NY10012     		  PC Education - Community Systems 450,000
    Institute for Strategic and Equitable Development
    600 WEST 116TH STREET 7D
    NEW YORK,NY10027     		  PC Sustainability - General Operating Support 385,850
    Institute for Sustainable Communities
    535 STONE CUTTERS WAY 2ND FLOOR
    MONTPELIER,VT05602     		  PC Sustainability - General Operating Support 300,000
    Institute for the Study of Energy and Our Future
    2625 ALCATRAZ AVE 177
    BERKELEY,CA94705     		  PC Sustainability - General Operating Support 500,000
    Invest in Kids
    1775 SHERMAN STREET SUITE 1445
    DENVER,CO80203     		  PC Special Projects Covid-19 Relief Efforts 100,000
    Joy as Resistance
    7779 MARTIN LUTHER KING JR
    DENVER,CO80203     		  PC Education - Expanding Education Opportunities 75,000
    Kidogo Early Years Inc
    1220 BLAIR MII ROAD UNIT 601
    SILVER SPRINGS,MD20910     		  PC Running Early Childhood Centres of Excellence in Kenya's Informal Settlements 130,000
    Lower Brule Research Institute
    PO BOX 146
    LOWER BRULE,SD57548     		  PC Kul Wicasa Wopasi Innovator Program 10,000
    McLaughlin School District
    PO BOX 880
    MCLAUGHLIN,SD56742     		  PC Indigenous People - General Operating Support 50,000
    Meadows-Livingstone School
    1499 POTRERO AVE STE 1
    SAN FRANCISCO,CA94110     		  PC Education - General Operating Support 30,000
    Medicine Lodge Confederacy
    1601 74TH AV NW
    GARRISON,ND58540     		  PC Indigenous People - General Operating Support 30,000
    Menomini yoU Inc
    W2197 OTTER PONDS RD
    KESHENA,WI54135     		  PC Indigenous People - General Operating Support 335,000
    Mentors of Minorities in Education Inc
    2616 GEORGIA AVE NW
    WASHINGTON,DC20001     		  PC BMEF Scholarship Fund 50,000
    Metro Caring
    1100 E 18TH AVE
    DENVER,CO80218     		  PC Special Projects Covid-19 Relief Efforts 235,054
    Midwest Alliance of Sovereign TribesGreat Lakes Regional Health Board
    PO BOX 265
    GRESHAM,WI54128     		  GOV Educate the Midwest 60,000
    Minds Matter of Denver Inc
    PO BOX 48162
    DENVER,CO80221     		  PC Special Projects Covid-19 Relief Efforts 210,000
    MLB Uptown LLC
    128 SOO LINE DRIVE SUITE 102
    BISMARCK,ND58501     		  PC Community & Economic Development - General Operating Support 1,000,000
    Mni Wiconi Clinic and Farm
    3904 LILLIAN COURT SE
    MANDAN,ND58554     		  PC Chansasa Revitalization Project 10,000
    Montessori Public Policy Initiative
    2802 HILLSIDE AVE
    CHEVERLY,MD20785     		  PC MPPI Advocacy Conference 5,000
    Monument View Montessori Charter School
    1956 US L
    FRUITA,CO81521     		  PC Monument View 2021 COVID Relief 30,000
    Moonshot edVentures
    3840 YORK STREET SUITE 145
    DENVER,CO80205     		  PC Moonshot edVentures Fellowship and Residency 100,000
    Moonshot edVentures
    3840 YORK STREET SUITE 145
    DENVER,CO80205     		  PC Shoot For The Moon Matching Challenge 100,000
    Moonshot edVentures
    3840 YORK STREET SUITE 145
    DENVER,CO80205     		  PC Education - To support the Denver Independent School 78,750
    Mountain Song Community School LLC
    2904 W KIOWA STREET
    COLORADO SPRINGS,CO80904     		  PC Mountain Song 2021 COVID Relief 80,000
    Mountain Village Montessori Charter School dba Steamboat Montessori
    PO BOX 883141
    STEAMBOAT SPRINGS,CO80488     		  PC Steamboat Montessori 2021 COVID Relief 20,000
    Movement Advancement Project Inc
    1905 15TH STREET 1097
    BOULDER,CO80306     		  PC Democracy Maps Project 100,000
    National Black Child Development Institute - Denver
    PO BOX 371951
    DENVER,CO80237     		  PC Denver Journal of Education and Community 50,000
    National Center for Montessori in the Public Sector
    125 WHITING LANE
    HARTFORD,CT06119     		  PC Cultivating Equitable, Accessible, Sustainable and Humanizing Education through public Montessori 250,000
    National Center for Montessori in the Public Sector
    125 WHITING LANE
    HARTFORD,CT06119     		  PC Education - General Operations Support 250,000
    National Foundation for the Centers for Disease Control and Prevention Inc
    600 PEACHTREE ST SUITE 1000
    ATLANTA,GA30308     		  PC Support for CDC Foundation Health Equity Systems Coordination 150,000
    National Indian Education Association
    1514 P STREET NW SUITE B
    WASHINGTON,DC20005     		  PC Native Education For All 650,000
    NDN Collective Inc
    317 MAIN STREET SUITE 1
    RAPIID CITY,ND57701     		  PC Indigenous People - General Operating Support 150,000
    NEO Philanthropy
    45 WEST 36TH STREET 6TH FLOOR
    NEW YORK,NY10018     		  PC Democracy Docket Project 100,000
    New Mexico Community Foundation
    8 CALLE MEDICO
    SANTA FE,NM87505     		  PC Education - General Operating Support 100,000
    New Mexico Community Foundation
    8 CALLE MEDICO
    SANTA FE,NM87505     		  PC Vecino, Neighbor Helping Neighbor Fund 200,000
    New Venture Fund
    1201 CONNECTICUT AVE SUITE 300
    WASHINGTON,DC20036     		  PC Indigenous People - General Operating Support 750,000
    New Venture Fund
    1201 CONNECTICUT AVE SUITE 300
    WASHINGTON,DC20036     		  PC Education - Policy and Advocacy 50,000
    North Carolina Justice Center
    224 S DAWSON ST
    RALEIGH,NC27601     		  PC NCJC Housing, Consumer and Energy Project 50,000
    North Routt Community Charter School
    26990 EAGLE LANGE
    CLARK,CO80428     		  PC ECC Merger and Teacher Rural Collaborative 75,000
    OMNI Institute
    899 LOGAN STREET SUITE 600
    DENVER,CO80203     		  PC Aurora Landscape Analysis 145,000
    One Hundred Angels
    23233 N PIMA RD SUITE 113/129
    SCOTTSDALE,AZ85255     		  PC Special Projects - Social Justice 50,000
    Oweesta Corporation
    2432 MAIN STREET
    LONGMONT,CO80501     		  PC Supporting capacity building programs for Native communities 100,000
    Peace Development Fund Inc
    PO BOX 1280
    AMHERST,MA01004     		  PC Southern Farm Lab 250,000
    Peace Development Fund Inc
    PO BOX 1280
    AMHERST,MA01004     		  PC Special Projects - Social Justice 896,433
    PR Education Foundation
    PO BOX 10050
    SAN JUAN,PR00908     		  PC Puerto Rico Education Foundation Operational Support 2020-2022 250,000
    President and Fellows of Harvard College
    79 JFK STREET
    CAMBRIDGE,MA02145     		  PC HPAIED Land Back Initiative 150,000
    President and Fellows of Harvard College
    79 JFK STREET
    CAMBRIDGE,MA02145     		  PC American Indian Economic Development 50,000
    ReconstructionUS
    109 KINGSTON STREET 5TH FLOOR
    BOSTON,MA02111     		  NC Reconstruction Scholarship Fund 50,000
    Rector & Visitors of the University of Virginia
    109 KINGSTON STREET 5TH FLOOR
    BOSTON,MA02111     		  PC Support for Montessori Science Center Research 50,000
    RESCHOOL
    730 17TH STREET SUITE 950
    DENVER,CO80202     		  PC Education - General Operations Support 100,000
    Resource Media
    9450 SW GEMINI DR 59115
    BEAVERTON,OR97008     		  PC Special Projects - Social Justice 69,500
    Resources Legacy Fund
    555 CAPITOL MALL SUITE 1095
    SACRAMENTO,CA95814     		  PC Bears Ears Inter-Tribal Coalition Land Management Planning Activities 300,000
    RISE Colorado
    1595 ELMIRA STREET 201
    AURORA,CO80010     		  PC Education - Community Systems General Operations Support 300,000
    Roots Colorado dba Dirt Coffee Bar
    dba Dirt Coffee Bar 5767 S RAPP ST
    Littleton,CO80120     		  PC Take Root Sponsorship 3,000
    Rose Community Foundation
    4500 CHERRY CREEK DRIVE SOUTH SUITE
    900
    DENVER,CO80246     		  PC The Colorado Education Organizing ("CEO") Funder Collaborative 60,000
    Rose Community Foundation
    4500 CHERRY CREEK DRIVE SOUTH SUITE
    900
    DENVER,CO80246     		  PC Education - Expanding Education Opportunities 75,000
    Sacred Pipe Resource Center
    424 ASHWOOD AVE
    BISMARCK,ND58504     		  PC Education - Indigenous Communities 125,000
    Seattle Foundation
    1601 Fifth Ave
    Seattle,WA98101     		  PC Grantmakers for Thriving Youth Policy Working Group (GTY PWG) 200,000
    Seventh Generation Fund for Indigenous Peoples
    PO BOX 4569
    ARCATA,CA95519     		  PC SAGE and Anpetu Wi Wind Farm 50,000
    Shelterwood Collective
    1708 9TH STREET
    BERKELEY,CA94710     		  PC Shelterwood/Landing Justice Residency 475,015
    Sicangu Community Development Center
    27565 RESEARCH PARK DRIVE
    MISSION,SD57555     		  PC WEND School and Food Sovereignty Support 250,000
    Skagit Art Preschool
    415 S 18TH ST
    MOUNT VERNON,WA98274     		  PC Meredith Reed Memorial Learning Garden 15,000
    Social Good Fund
    12651 SAN PABLO AVE SUITE 5473
    RICHMOND,CA94805     		  PC Sustainability - General Operating Support 650,000
    Social Good Fund
    12651 SAN PABLO AVE SUITE 5473
    RICHMOND,CA94805     		  PC To support the Better World Project 125,000
    Solutions Project Inc
    4096 PIEDMONT AVE 728
    OAKLAND,CA94611     		  PC Sustainability - General Operating Support 200,000
    Sophies Neighborhood
    3215 5TH STREET
    BOULDER,CO80304     		  PC MCTO Treatment Research - Animal Model 10,000
    Soul Fire Farm Institute Inc
    1972 NY HWY 2
    PETERSBURG,NY12138     		  PC Indigenous Peoples - General Operating Support 350,000
    South Jeffco Montessori Charter School DBA Montessori Peaks Academy
    DBA MONTESSORI PEAKS ACADEMY 9904 W
    CAPRI AVENUE
    LITTLETON,CO80123     		  PC Prepared Environment Initiative 15,000
    Springboard Child Care Inc
    1931 S XENIA CT
    DENVER,CO80231     		  PC Springboard Child Care Co-Working Facility 90,000
    Standing Rock Community Development Corporation
    181 AGENCY AVENUE
    FORT YATES,ND58538     		  PC Indigenous People - General Operating Support 25,000
    State Voices
    1616 P STREET NW SUITE 220
    WASHINGTON,DC20036     		  PC Democracy Docket Project 100,000
    Stomping Ground Camp Inc
    3430 BOYHAVEN RD
    MIDDLE GROVE,NY12850     		  PC Community - General Operations Support 90,000
    Sugar Loaf Fire Protection District
    1360 SUGAR LOAF ROAD
    BOULDER,CO80302     		  PC Education - Community Systems General Operations Support 10,000
    Summer Scholars dba Scholars Unlimited
    3705 E 40TH AVE
    DENVER,CO80205     		  PC Scholars Unlimited: Staff, Recruitment, & Personal Development Support 35,000
    Summit 54
    625 E MAIN ST SUITE 102B-115
    ASPEN,CO81611     		  PC Community & Economic Development - General Operating Support 50,000
    Summit 54
    625 E MAIN ST SUITE 102B-115
    ASPEN,CO81611     		  PC Summit54 Small Group Tutoring 15,000
    Technical Assistance Partnership of Arizona
    2929 N CENTRAL AVENUE SUITE 1550
    PHOENIX,AZ85012     		  PC Eviction Assistance Collaborative 25,000
    The Biomimicry Institute
    PO BOX 9216
    MISSOULA,MT59807     		  PC Education - General Operating Support 750,000
    The Conscious Alliance
    2525 ARAPAHOE AVE SUITE E4-182
    BOULDER,CO80302     		  PC Covid-19 Relief and Food Sustainability 50,000
    The Denver Foundation
    1009 GRANT STREET
    DENVER,CO80205     		  PC Black Resilience in Colorado Fund 100,000
    The Fab Foundation
    50 MILK ST 16TH FL
    BOSTON,MA02109     		  PC Outreach to Native American Tribes for Distribution of PPE and Other Donated Items 54,288
    The Greenlining Institute
    360 14TH STREET 6TH FLOOR
    OAKLAND,CA94612     		  PC Sustainability - General Operating Support 2,000,000
    The HadaNou Collective
    3533 N Marion St
    DENVER,CO80205     		  PC La Luz Education 125,000
    The HadaNou Collective
    3533 N Marion St
    DENVER,CO80205     		  PC Education - Expanding Education Opportunities 150,000
    The HadaNou Collective
    3533 N Marion St
    DENVER,CO80205     		  PC RAAD Arts Based Learning Summer Program at Highline Academy 15,000
    The Nature Conservancy
    4245 N FAIRFAX DRIVE SUITE 100
    ARLINGTON,VA22203     		  PC Colorado Climate & Transportation Initiative 287,500
    The New America School
    925 S NIAGARA STREET SUITE 140
    DENVER,CO80223     		  PC To support the Measuring Opportunity Pilot Project. 50,000
    The Play Equity Fund
    2141 W ADAMS BL
    LOS ANGELES,CA90018     		  PC Social Justice - General Operations Support 100,000
    The Praxis Project Inc
    1900 FRUITVALE AVENUE SUITE 3D
    OAKLAND,CA94601     		  PC Democracy Docket Project 100,000
    The Sanders Institute
    131 CHURCH STREET
    BURLINGTON,VT05401     		  PC Building Content Capacity at the Sanders Institute 250,000
    The Sarara Foundation
    131 CHURCH STREET
    BURLINGTON,VT05401     		  PC Sustainability & Indigenous People - General Operating Support 250,000
    The Tipi Raisers
    7830 W ALAMEDA AVE 103-186
    LAKEWOOD,CO80226     		  PC Education - Expanding Education Opportunities 225,000
    The Tipi Raisers
    7830 W ALAMEDA AVE 103-186
    LAKEWOOD,CO80226     		  PC COVID Response 30,000
    Thunder Valley Community Development Corporation
    PO Box 290
    Porcupine,SD57772     		  PC Education - Indigenous Communities 200,000
    Together Colorado
    1980 DAHLIA STREET
    DENVER,CO80220     		  PC Building Community Voice for a Human Dignity Agenda in Colorado 100,000
    Transgender Law Center
    PO BOX 70976
    OAKLAND,CA94612     		  PC Democracy Docket Project 100,000
    Tusweca Tiospaye
    PO BOX 214 600 BIA 32
    PINE RIDGE,SD57770     		  PC Lakota Dakota Nakota Language Summit 15,000
    Understanding Films LLC
    6529 MORGAN AVE S
    MINNEAPOLIS,MN55423     		  NC Indigenous People - General Operations Support 40,000
    Unitarian Universalist Association DBA Beacon Press
    6529 MORGAN AVE S
    MINNEAPOLIS,MN55423     		  PC Dirt Road Revival 80,000
    United Parents Against Lead & Other Environmental Hazards
    4809 OLD WARWICK ROAD
    RICHMOND,VA23224     		  PC TEEM Community of Practice 100,000
    United States Energy Foundation
    301 BATTERY STREET FLOOR 5
    SAN FRANCISCO,CA94111     		  PC The Affordable, Equitable, and Emissions-Free Transportation Fund (AEET) 250,000
    University of Colorado Foundation
    1330 GRANDVIEW AVE
    BOULDER,CO80302     		  PC Supporting the Menominee Tribe of Wisconsin's Campaign to Halt Back Forty Development 75,000
    University of Colorado Foundation
    1330 GRANDVIEW AVE
    BOULDER,CO80302     		  PC Catalyzing Systems Change that Aligns Business Operations with the Rights of Indigenous Peoples 500,000
    University of Kansas Center for Research Inc
    2385 Irving Hill Rd
    Lawrence,KS66045     		  PC Montessori Research Retreat 29,958
    University of Washington Foundation
    407 GERBERDING HALL BOX 351210
    SEATTLE,WA98195     		  PC Communities and Districts as Strategic Partners in Building Real Choices 150,000
    Valley Settlement
    520 S THIRD STREET SUITE 9
    CARBONDALE,CO81623     		  PC Lifelong Learning and Learning with Love 100,000
    Village Exchange Center
    520 S THIRD STREET SUITE 9
    CARBONDALE,CO81623     		  PC Wellness Retreat 7,500
    Village Exchange Center
    520 S THIRD STREET SUITE 9
    CARBONDALE,CO81623     		  PC BIPOC Business Relief Grants 300,000
    Virginia Organizing Inc
    703 CONCONRD AVE
    CHARLOTTESVILLE,VA22903     		  PC Virginia TEEM Project 25,000
    Virginia Organizing Inc
    703 CONCONRD AVE
    CHARLOTTESVILLE,VA22903     		  PC TEEM Community of Practice 25,000
    Voice for Nature Foundation
    71 QUEEN VICTORIA STREET
    LONDON    
    UK     		  NC To support event production at the COP26 Climate conference in Glasgow, UK in 2021. 50,000
    Waadookodaading Ojibwe Language Institute Inc
    8575N TREPANIA ROAD
    HAYWARD,WI54843     		  PC Waadookodaading Curriculum Development 100,000
    Western Resource Advocates
    PO BOX 1018
    BILLINGS,MT59103     		  PC Western Resource Advocates Climate Fix 335,000
    Western Resources Advocates
    2260 BASELINE ROAD STE 200
    BOULDER,CO80302     		  PC Reducing Power Sector Carbon Emissions in the Interior West 300,000
    Western Resources Advocates
    2260 BASELINE ROAD STE 200
    BOULDER,CO80302     		  PC Advancing Electric Vehicle Policy in Colorado: Achieving Short Term Victories and Developing a Long-Term Foundation to Accelerate EV Adoption 206,261
    Wildflower Foundation
    1330 LAGOON AVENUE 4TH FLOOR
    MINNEAPOLIS,MN55408     		  PC Education - General Operating Support 1,750,000
    Women's Foundation of Southern Arizona
    PO BOX 89518
    TUCSON,AZ85752     		  PC Communities for Philanthropic Justice 220,960
    Women's Foundation of Southern Arizona
    PO BOX 89518
    TUCSON,AZ85752     		  PC WFSA Organization Expansion 150,000
    Wozu Inc
    7044 8TH AVE
    CANNONBALL,ND58528     		  PC Cannonball Trail Systems CTS 55,000
    Wozu Inc
    7044 8TH AVE
    CANNONBALL,ND58528     		  PC Youth and Cultural Center, Cannonball ND 24,000
    YESS Institute
    1385 South Colorado Blvd Suite 610
    DENVER,CO80222     		  PC YESS Institute Capacity Building 100,000
    Young African Americans for Social and Political Activism (YAASPA)
    PO BOX 202092
    DENVER,CO80220     		  PC Deepening civic leadership and work-based learning 110,000
    Young Men's Christian Association of Greater New York
    PO BOX 202092
    DENVER,CO80220     		  PC YMCA of Greater New York Summer Camp Support 170,000
    Youth Empowerment Broadcasting Organization
    3240 JOSEPHINE ST
    DENVER,CO80205     		  PC Micro-Sabbatical Pilot 8,000
    GREAT WORK INC
    PO BOX 1860
    BENTONVILLE,AR72712     		  PC GRANT TO PUBLIC CHARITY FOR GENERAL CHARITABLE SUPPORT NOT TREATED AS A QUALIFYING DISTRIBUTION UNDER IRC SECTION 4942(G)(3) BY THE GRANTOR. -1,923,111
    Total .................................bullet 3a 37,714,285
    bApproved for future payment
    Total .................................bullet 3b 0
    Form 990-PF (2021)
    Form 990-PF (2021)
    Page 12
    Part XV-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 2,027  
    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 ............     		    18 -3,983,715  
    9 Net income or (loss) from special events:          
    10 Gross profit or (loss) from sales of inventory          
    11 Other revenue:
    aRECOVERY OF PRIOR YEAR GRANTS     		        448,585
    b
    c
    d
    e
    12 Subtotal. Add columns (b), (d), and (e) .. 0 -3,981,688 448,585
    13Total. Add line 12, columns (b), (d), and (e)..................
    13
    -3,533,103
    (See worksheet in line 13 instructions to verify calculations.)
    Part XV-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 XV-A contributed importantly to
    the accomplishment of the foundation’s exempt purposes (other than by providing funds for such purposes). (See
    instructions.)
    11a AMOUNT REPRESENTS REFUNDS OF UNUSED GRANT FUNDS TREATED AS QUALIFYING DISTRIBUTIONS IN PRIOR YEARS.
    Form 990-PF (2021)
    Form 990-PF (2021)
    Page 13
    Part XVI
    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 (2021)
    Additional Data


    Software ID: 21014044
    Software Version: 2021v4.2


    Form 990PF - Special Condition Description:
    Special Condition Description
    Schedule B
    (Form 990)
    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
    2021
    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) (2021)
    Schedule B (Form 990) (2021) 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

    		$ 177,275,025


    (Complete Part II for noncash contributions.)
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
    2
    JAMES M WALTON
     
    PO BOX 1860
     
    BENTONVILLE, AR72712

    		$ 33,561,660


    (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) (2021)
    Schedule B (Form 990) (2021)
    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
    		 1,255,000 SHARES OF PUBLICLY TRADED SECURITIES $ 177,275,025 2021-11-30
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
    2
    		 241,000 SHARES OF PUBLICLY TRADED SECURITIES $ 33,561,660 2021-12-22
    (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) (2021)
    Schedule B (Form 990) (2021)
    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) (2021)
    Additional Data


    Software ID: 21014044
    Software Version: 2021v4.2

    TY 2021 AccountingFeesSchedule
    Name:
    Wend II Inc
    EIN:
    82-3592173
    Software ID:
    21014044
    Software Version:
    2021v4.2
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    Accounting Fees 30,843     30,843

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

    TY 2021 ExpenditureResponsibilityStmt
    Name:
    Wend II Inc
    EIN:
    82-3592173
    Software ID:
    21014044
    Software Version:
    2021v4.2
    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
    ASSOCIATION MONTESSORI INTERNATIONALE
          		KONINGINNEWEG 161
    AMSTERDAM   1075CN
    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. 44,260 NONE 07/16/21, 04/28/22 2022-04-28 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.
    Black Women Photographers
          		120 CHAMBERS STREET
    NORMAN,OK73701     		2021-12-03 39,205 Black Women Photographers 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.
    Get Empowered LLC
          		2025 PIONEER COURT
    SAN MATEO,CA94403     		2021-06-22 20,000 Get Empowered Kids Camp! 20,000 NONE 04/27/22 2022-04-27 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 04/07/21, 06/15/22 2022-06-15 THE GRANTEE HAS PROVIDED THE FOUNDATION WITH THE REQUIRED REPORTS. THE FOUNDATION HAS NO REASON TO DOUBT THE ACCURACY OR RELIABILITY OF THE REPORT; THEREFORE, NO FURTHER 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 159,049 NONE 04/30/21, 04/14/22 2022-04-14 THE GRANTEE HAS PROVIDED THE FOUNDATION WITH THE REQUIRED REPORTS. THE FOUNDATION HAS NO REASON TO DOUBT THE ACCURACY OR RELIABILITY OF THE REPORT; THEREFORE, NO FURTHER VERIFICATION BY THE FOUNDATION IS DEEMED NECESSARY.
    RECONCILIATION CANADA
          		SUITE 206-1999 MARINE DRIVE
      NORTH VANCUVER  
    CA     		2019-11-25 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 65,000 NONE 11/23/21 2021-11-23 THE GRANTEE HAS PROVIDED THE FOUNDATION WITH THE REQUIRED REPORTS. THE FOUNDATION HAS NO REASON TO DOUBT THE ACCURACY OR RELIABILITY OF THE REPORT; THEREFORE, NO FURTHER VERIFICATION BY THE FOUNDATION IS DEEMED NECESSARY.
    Reconstruction US
          		109 KINGSTON STREET 5TH FLOOR
    BOSTON,MA02111     		2021-08-13 50,000 Reconstruction Scholarship Fund Support 44,750 NONE 08/12/22 2022-08-12 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 100,000 NONE 03/25/21, 05/04/22 2022-05-04 THE GRANTEE HAS PROVIDED THE FOUNDATION WITH THE REQUIRED REPORTS. THE FOUNDATION HAS NO REASON TO DOUBT THE ACCURACY OR RELIABILITY OF THE REPORT; THEREFORE, NO FURTHER VERIFICATION BY THE FOUNDATION IS DEEMED NECESSARY.
    Understanding Films LLC
          		6529 MORGAN AVE S
    MINNEAPOLIS,MN55423     		2021-12-03 40,000 Understanding Rock Documentary Development 6,000 NONE 04/01/22 2022-04-01 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.
    Voice for Nature Foundation
          		71 QUEEN VICTORIA STREET
      LONDON  
    UK     		2021-10-14 50,000 To support event production at the COP26 Climate conference in Glasgow, UK in 2021. 50,000 NONE 10/31/22 2022-10-31 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.
    Midwest Alliance of Sovereign Tribes Great Lakes Regional Health Board
          		PO BOX 265
    GRESHAM,WI54128     		2021-03-19 60,000 To educate and share COVID testing and vaccination sites, including dates and times, with Native Americans across the Midwest. 9,297 NONE 03/17/22 2022-03-17 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

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    TY 2021 GainLossSaleOtherAssetsSch
    Name:
    Wend II Inc
    EIN:
    82-3592173
    Software ID:
    21014044
    Software Version:
    2021v4.2
    Name Date Acquired How Acquired Date Sold Purchaser Name Gross Sales Price Basis Basis Method Sales Expenses Total (net) Accumulated Depreciation
    1,255,000 SHARES OF PUBLICLY TRADED SECURITIES   D     173,172,864 177,275,025     -4,102,161  
    241,000 SHARES OF PUBLICLY TRADED SECURITIES   D     33,679,988 33,561,660     118,328  
    NT CASH ACCOUNT   P     118       118  

    TY 2021 InvestmentsOtherSchedule2
    Name:
    Wend II Inc
    EIN:
    82-3592173
    Software ID:
    21014044
    Software Version:
    2021v4.2
    Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
    NT - Investment Account AT COST 174,158,451 174,158,432

    TY 2021 LegalFeesSchedule
    Name:
    Wend II Inc
    EIN:
    82-3592173
    Software ID:
    21014044
    Software Version:
    2021v4.2
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    LEGAL FEES 3,354     3,354


    TY 2021 LoansFromOfficersSchedule
    Name:
    Wend II Inc
    EIN:
    82-3592173
    Software ID:
    21014044
    Software Version:
    2021v4.2

    Item No. 1
    Lender's Name JAMES M WALTON
    Lender's Title DIRECTOR
    Original Amount of Loan 5000000
    Balance Due 0
    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 2021 OtherExpensesSchedule
    Name:
    Wend II Inc
    EIN:
    82-3592173
    Software ID:
    21014044
    Software Version:
    2021v4.2
    Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    Miscellaneous 278     278


    TY 2021 OtherIncomeSchedule2
    Name:
    Wend II Inc
    EIN:
    82-3592173
    Software ID:
    21014044
    Software Version:
    2021v4.2
    Description Revenue And Expenses Per Books Net Investment Income Adjusted Net Income
    Recoveries of Prior Year Grants 448,585    


    TY 2021 OtherProfessionalFeesSchedule
    Name:
    Wend II Inc
    EIN:
    82-3592173
    Software ID:
    21014044
    Software Version:
    2021v4.2
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    Consulting Fees 83,080     83,080
    INVESTMENT FEES 1,250 1,250    


    TY 2021 TaxesSchedule
    Name:
    Wend II Inc
    EIN:
    82-3592173
    Software ID:
    21014044
    Software Version:
    2021v4.2
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    Excise Tax 260,000