Private foundation
MINNEAPOLIS, MNEIN
The funder's latest Form 990-PF says it gives only to organizations it has already chosen and does not accept unsolicited requests. An introduction is usually the only route.
Application policy: Funds preselected organizations only, as stated on the FY2024 return.
Application guidance comes from the funder's own Form 990-PF, Part XV (the section where a private foundation says how to apply), shown as filed. It is the funder's words, not ours. These fields are free text and the IRS form cuts them short. Filers sometimes put whole sentences in the contact-name box. Shown exactly as filed.
Giving by year
Total assets by year
| Year | Form | Revenue | Expenses | Giving | Assets | Net assets |
|---|---|---|---|---|---|---|
| FY2024 | 990-PF | $573,081 | $425,549 | $300,025 | $4,989,693 |
Figures are as reported on the e-filed return, with no restatement. Fiscal years are the funder's own tax year, labelled by the calendar year the period ends in. A blank line means the return does not carry that figure; a real zero shows as $0. When an amended return replaces an original, every figure here uses the amended return. The original is not shown. Giving is what the funder actually paid out toward its charitable purpose in the year (qualifying distributions on Form 990-PF, charitable disbursements otherwise). Assets are what it holds; giving is what moves.
Recipient focus areas
Where recipients are
Based on the 24% of grant rows we could match to an organization record. The rest stay as reported. The IRS assigns the NTEE category when it grants exemption. It often reflects the original filing, not today's giving.
| Recipient | Purpose | Amount | Year | Source |
|---|---|---|---|---|
| HEADWATERS ACADEMYBOZEMAN, MT | EDUCATION | $25,000 | 2017 | |
Recipients are shown as the funder wrote them on the return. A recipient with a link was matched to an organization record; the rest stay as reported and are never guessed.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| Penelope B Hatten | PRESIDENT | 0.00 | $0 |
From the officer list on the latest e-filed return. Compensation is as reported there; a blank means the return carries no figure.
| $4,989,693 |
| FY2023 | 990-PF | $285,347 | $1,516,365 | $310,025 | $4,842,161 | $4,842,161 |
| FY2022 | 990-PF | $404,551 | $324,873 | $280,025 | $6,073,179 | $6,073,179 |
| FY2021 | 990-PF | $733,928 | $281,594 | $245,025 | $5,993,501 | $5,993,501 |
| FY2020 | 990-PF | $133,552 | $264,931 | $237,521 | $5,541,167 | $5,541,167 |
| FY2019 | 990-PF | $414,346 | $299,057 | $202,325 | $5,672,546 | $5,672,546 |
| FY2018 | 990-PF | $442,213 | $112,123 | $80,025 | $5,557,257 | $5,557,257 |
| FY2017 | 990-PF | $724,866 | $323,478 | $263,775 | $5,227,167 | $5,227,167 |
| FY2016 | 990-PF | $593,950 | $136,690 | $85,025 | $4,825,779 | $4,825,779 |
| INDEPENDENT MEDIA PRODUCTION COMPANY |
| $25,000 |
| 2022 |
| OTHER WORLD MEDIAFREELAND, WA | INDEPENDENT MEDIA PRODUCTION COMPANY | $20,000 | 2024 |
| BOZEMAN HIGH SCHOOL BOZEMAN SPEECH AND DEBATE TEAMBOZEMAN, MT | EDUCATION | $20,000 | 2023 |
| BOZEMAN SPEECH AND DEBATEBOZEMAN, MT | EDUCATION | $20,000 | 2017 |
| THRIVEBOZEMAN, MT | GIVING EVERY CHILD OPPORTUNITY TO SUCCEED AND GROW | $20,000 | 2016 |
| THRIVEBOZEMAN, MT | GIVING EVERY CHILD OPPORTUNITY TO SUCCEED AND GROW | $20,000 | 2018 |
| BOZEMAN HIGH SCHOOL BOZEMAN SPEECH AND DEBATE TEAMBOZEMAN, MT | EDUCATION | $15,000 | 2024 |
| FLORIDA KEYS WILD BIRD CENTERTAVERNIER, FL | SUPPORT THE RESCUE, REHABILITATION, AND RELEASE OF NATIVE AND MIGRATORY WILD BIRDS THAT HAVE BEEN HARMED OR DISPLACED | $15,000 | 2024 |
| OTHER WORLD MEDIAFREELAND, WA | INDEPENDENT MEDIA PRODUCTION COMPANY | $15,000 | 2016 |
| FLORIDA KEYS WILD BIRD CENTERTAVERNIER, FL | CONSERVATION ORGANIZATION DEDICATED TO THE RESCUE, REHABILITATION, AND RELEASE OF NATIVE AND MIGRATORY BIRDS | $15,000 | 2021 |
| ONE MONTANABOZEMAN, MT | CREATE A VIBRANT MT BY CONNECTING RURAL AND URBAN COMMUNITIES | $10,000 | 2019 |
| ONE MONTANABOZEMAN, MT | CREATE A VIBRANT MT BY CONNECTING RURAL AND URBAN COMMUNITIES | $10,000 | 2018 |
| OTHER WORLD MEDIAFREELAND, WA | INDEPENDENT MEDIA PRODUCTION COMPANY | $10,000 | 2021 |
| FLORIDA KEYS WILD BIRD CENTERTAVERNIER, FL | CONSERVATION ORGANIZATION DEDICATED TO THE RESCUE, REHABILITATION, AND RELEASE OF NATIVE AND MIGRATORY BIRDS | $10,000 | 2017 |
| ONE MONTANABOZEMAN, MT | CREATE A VIBRANT MT BY CONNECTING RURAL AND URBAN COMMUNITIES | $10,000 | 2017 |
| HEADWATERS ACADEMYBOZEMAN, MT | EDUCATION | $10,000 | 2016 |
| GUNSTON DAY SCHOOLCENTERVILLE, MD | EDUCATION | $7,500 | 2020 |
| HEADWATERS ACADEMYBOZEMAN, MT | EDUCATION | $7,500 | 2020 |
| KIMBERLY CREST HOUSE AND GARDENSREDLANDS, CA | THE KIMBERLY-SHIRK ASSOCIATION ISDEDICATED TO THE PRESERVATION OF KIMBERLY CREST HOUSE ANDGARDENS TO: SHARE THE AESTHETIC EXPERIENCE OF THE ESTATE;EDUCATE VISITORS ABOUT THE HISTORY AND SIGNIFICANCE OF THEEVENTS, PEOPLE, OBJECTS AND CULTURE OF KIMBERLY CREST; ANDINSPIRE IN OTHERS THE VISION AND LEADERSHIP IN EDUCATION,PHILANTHROPY, COMMUNITY AND HUMAN VALUES EXEMPLIFIED BYMARY KIMBERLY SHIRK. | $5,000 | 2021 |
| WINDHORSEBOZEMAN, MT | PROVIDING EXPERIENTIAL AND REFLECTIVE LEARNING OPPORTUNITIES WITH HORSES | $5,000 | 2021 |
| WINDHORSEBOZEMAN, MT | PROVIDING EXPERIENTIAL AND REFLECTIVE LEARNING OPPORTUNITIES WITH HORSES | $5,000 | 2020 |
| BELWIN CONSERVANCYAFTON, MN | INSPIRE CONNECTION AND ENGAGEMENT WITH THE NATURALWORLD | $5,000 | 2021 |
| BLAKEHOPKINS, MN | EDUCATION | $5,000 | 2020 |
| MUESUM OF THE ROCKIESBOZEMAN, MT | MUSEUM | $5,000 | 2016 |
Nearest by size, location and giving pattern in the database. Geography weighs heavily. Treat it as a starting list, not a ranking of fit.
Form 990-PF · FY2023 · period ending Dec 31, 2023IRS bulk XML
Filing id 202412489349100706
Form 990-PF · FY2022 · period ending Dec 31, 2022
Filing id 202302439349101425
Form 990-PF · FY2021 · period ending Dec 31, 2021
Filing id 202212839349100711
Form 990-PF · FY2020 · period ending Dec 31, 2020
Filing id 202142549349100354
Form 990-PF · FY2019 · period ending Dec 31, 2019
Filing id 202022589349101002
Form 990-PF · FY2018 · period ending Dec 31, 2018
Filing id 201912899349100111
Form 990-PF · FY2017 · period ending Dec 31, 2017
Filing id 201802699349100510
Form 990-PF · FY2016 · period ending Dec 31, 2016
Filing id 201712559349100116
Form 990-PF · FY2015 · period ending Dec 31, 2015
Filing id 201602429349100350
IRS filings are the source for every fact on this page. Nothing a model writes is ever a source; it can only point at a row here.