Dakota Foundation Dtd 122997 Holaday A Bart Ttee
- Assets
- $14.2m
- Revenue
- $649.0k
- Investments
- $11.7m
- Employees
- 0
- Location
- Colorado Springs, CO
- Founding
- 07/1999
- Data as of
- 12/2023
- EIN
- 36-7213554
Organization Overview
Dakota Foundation Dtd 122997 Holaday A Bart Ttee is located in Colorado Springs, CO. The organization was established in 1999. According to its NTEE Classification (T21) the organization is classified as: Corporate Foundations, under the broad grouping of Philanthropy, Voluntarism & Grantmaking Foundations and related organizations. This organization is an independent organization and not affiliated with a larger national or regional group of organizations. Dakota Foundation Dtd 122997 Holaday A Bart Ttee is a 501(c)(3) and as such, is described as a "Charitable or Religous organization or a private foundation" by the IRS.
For the year ending 12/2023, Dakota Foundation Dtd 122997 Holaday A Bart Ttee generated $649.0k in total revenue. This represents a relatively dramatic decline in revenue. Over the past 5 years, the organization has seen revenues fall by an average of (11.7%) each year. All expenses for the organization totaled $638.1k during the year ending 12/2023. You can explore the organizations financials more deeply in the financial statements section below.
Since 2020, Dakota Foundation Dtd 122997 Holaday A Bart Ttee has awarded 55 individual grants totaling $2,403,234. If you would like to learn more about the grant giving history of this organization, scroll down to the grant profile section of this page.
Form
990PF
Mission & Program ActivityExcerpts From the 990PF Filing
TAX YEAR
2023
Describe the Organization's Program Activity:
Part 3 - Line 4a
N A
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Board, Officers & Key Employees
| Name (title) | Role | Hours | Compensation |
|---|---|---|---|
Janet L Holaday Secretary Treasurer | 5 | $0 | |
A Bart Holaday Chairman | 5 | $0 | |
Kelsey Nolan President And CEO | 40 | $137,353 | |
Erin Finger Board Member | 1 | $0 | |
Brett Holaday Board Member | 1 | $0 | |
Will Kusler Board Member | 1 | $0 |
Financial Statements
| Statement of Revenue | |
|---|---|
| Contributions, Gifts, Grants & Similar | $101,200 |
| Interest on Savings | $0 |
| Dividends & Interest | $403,430 |
| Net Rental Income | $0 |
| Net Gain on Sale of Assets | $119,229 |
| Capital Gain Net Income | $119,229 |
| Net ST Capital Gain | $0 |
| Income Modifications | $0 |
| Profit on Inventory Sales | $0 |
| Other Income | $25,113 |
| Total Revenue | $648,972 |
| Statement of Expenses | |
|---|---|
| Compensation of officers, directors, trustees, etc | $137,535 |
| Other employee salaries and wages | $10,374 |
| Pension plans, employee benefits | $29,679 |
| Interest | $0 |
| Taxes | $21,517 |
| Depreciation | $0 |
| Occupancy | $0 |
| Travel, conferences, and meetings | $56,612 |
| Printing and publications | $234 |
| Other expenses | $128,583 |
| Total operating and administrative expenses | $384,534 |
| Contributions, gifts, grants paid | $253,534 |
| Total expenses and disbursements | $638,068 |
| Balance Sheet | |
|---|---|
| Cash—non-interest-bearing | $171,732 |
| Savings and temporary cash investments | $123,012 |
| Net Accounts receivable | $0 |
| Net Pledges Receivable | $0 |
| Grants receivable | $0 |
| Receivables from Officers, Directors, or Controlling Persons | $0 |
| Net other notes and loans receivable | $0 |
| Inventories for sale or use | $0 |
| Prepaid expenses and deferred charges | $6,630 |
| Net Investments - land, buildings, equipment | $0 |
| Investments—mortgage loans | $0 |
| Investments—other | $0 |
| Net Land, buildings, and equipment | $1,135 |
| Other assets | $2,187,740 |
| Total assets | $14,180,740 |
| Accounts payable and accrued expenses | $6,630 |
| Grants payable | $0 |
| Deferred revenue | $0 |
| Loans and other payables to any current Officer, Director, or Controlling Person | $0 |
| Mortgages and other notes payable | $0 |
| Other liabilities | $0 |
| Total liabilities | $6,630 |
Grants Awarded
Over the last fiscal year, Dakota Foundation Dtd 122997 Holaday A Bart Ttee has awarded $253,534 in support to 9 organizations.
| Grant Recipient | Amount |
|---|---|
CATHERINE'S HOUSE PURPOSE: SUPPORT WOMEN AND CHILDREN EXPERIENCING HOMELESSNESS | $10,000 |
BENEVOLENCE FARM PURPOSE: THE ORGANIZATION SEEKS TO CULTIVATE LEADERSHIP PROMOTE SUSTAINABLE LIVELIHOODS AND REAP STRUCTURAL CHANGE WITH INDIVIDUALS IMPACTED BY THE CRIMINAL LEGAL SYSTEM IN NORTH CAROLINA. | $80,000 |
PIKES PEAK COMMUNITY FOUNDATION PURPOSE: INDIVIDUALS FAMILIES BUSINESSES AND ORGANIZATIONS WORK WITH COMMUNITY FOUNDATIONS TO CREATE CHARITABLE FUNDS THAT HELP MEET THE CHALLENGES OF CHANGING TIMES. THE FOUNDATION INVESTS AND ADMINISTERS THESE FUNDS. | $25,000 |
ADVANCE INC PURPOSE: SUPPORT AND RESOURCES FOR PEOPLE EXPERIENCING HOMELESSNESS | $25,000 |
CATHERINE'S HOUSE PURPOSE: EMPOWER WOMEN AND CHILDREN WHO ARE EXPERIENCING HOMELESSNESS THROUGH SAFE HOUSING AND SERVICES THAT BUILD SELF-SUFFICIENCY | $30,000 |
FRIENDS OF THE CHILDREN PURPOSE: IMPACT GENERATIONAL CHANGE BY EMPOWERING YOUTH WHO ARE FACING THE GREATEST OBSTACLES THROUGH RELATIONSHIPS WITH PROFESSIONAL MENTORS OVER THE COURSE OF 12+ YEARS. THROUGH THEIR LONG-TERM RELATIONSHIP-BASED MODEL THEY PROVIDE CHILDREN AND THEIR FAMILIES WITH INTENSIVE INDIVIDUALIZED GUIDANCE FROM FULL-TIME HIGHLY TRAINED SALARIED PROFESSIONAL MENTORS BEGINNING AT AGE 4-6 AND CONTINUING THROUGH HIGH SCHOOL GRADUATION. | $50,000 |