Dakota Foundation Dtd 122997 Holaday A Bart Ttee
- Assets
- $14.0m
- Revenue
- $537.8k
- Investments
- $11.8m
- Employees
- 0
- Location
- Jamestown, ND
- Founding
- 07/1999
- Data as of
- 12/2021
- EIN
- 36-7213554
Organization Overview
Dakota Foundation Dtd 122997 Holaday A Bart Ttee is located in Jamestown, ND. 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 12/2021, Dakota Foundation Dtd 122997 Holaday A Bart Ttee generated $537.8k in total revenue. This represents a relatively dramatic decline in revenue. Over the past 4 years, the organization has seen revenues fall by an average of (21.4%) each year. All expenses for the organization totaled $791.4k during the year ending 12/2021. 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 29 individual grants totaling $1,251,200. 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
2021
Describe the Organization's Program Activity:
Part 3 - Line 4a
NONE
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PDF Copies of 990 Filings
Board, Officers & Key Employees
| Name (title) | Role | Hours | Compensation |
|---|---|---|---|
Kelsey C Nolan Executive Director | 40 | $0 | |
A Bart Holaday Chairman | 5 | $0 | |
Janet L Holaday Secretary-Treasurer | 5 | $0 | |
Brett Holaday Adv Comm | 1 | $0 | |
Will Kusler Adv Comm | 1 | $0 | |
Erin Finger Adv Comm | 1 | $0 |
Financial Statements
| Statement of Revenue | |
|---|---|
| Contributions, Gifts, Grants & Similar | $0 |
| Interest on Savings | $0 |
| Dividends & Interest | $386,291 |
| Net Rental Income | $0 |
| Net Gain on Sale of Assets | $125,132 |
| Capital Gain Net Income | $125,132 |
| Net ST Capital Gain | $0 |
| Income Modifications | $0 |
| Profit on Inventory Sales | $0 |
| Other Income | $26,425 |
| Total Revenue | $537,848 |
| Statement of Expenses | |
|---|---|
| Compensation of officers, directors, trustees, etc | $0 |
| Other employee salaries and wages | $98,119 |
| Pension plans, employee benefits | $18,122 |
| Interest | $0 |
| Taxes | $107,716 |
| Depreciation | $0 |
| Occupancy | $0 |
| Travel, conferences, and meetings | $15,082 |
| Printing and publications | $742 |
| Other expenses | $15,449 |
| Total operating and administrative expenses | $255,230 |
| Contributions, gifts, grants paid | $536,200 |
| Total expenses and disbursements | $791,430 |
| Balance Sheet | |
|---|---|
| Cash—non-interest-bearing | $103,190 |
| Savings and temporary cash investments | $345,539 |
| 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 | $5,600 |
| Net Investments - land, buildings, equipment | $0 |
| Investments—mortgage loans | $0 |
| Investments—other | $0 |
| Net Land, buildings, and equipment | $0 |
| Other assets | $1,761,858 |
| Total assets | $13,979,318 |
| Accounts payable and accrued expenses | $5,600 |
| 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 | $5,600 |
Grants Awarded
Over the last fiscal year, Dakota Foundation Dtd 122997 Holaday A Bart Ttee has awarded $536,200 in support to 11 organizations.
| Grant Recipient | Amount |
|---|---|
Albuquerque, NM PURPOSE: PROVIDE HOUSING & EDUC FOR PEOPLE IN POVERTY | $100,000 |
PPCC FOUNDATION PURPOSE: SCHOLARSHIPS FOR LOW INCOME INDIVIDUALS | $75,000 |
Colorado Springs, CO PURPOSE: PROVIDE SHORT-TERM TRAINING CERT TO POOR | $71,200 |
Denver, CO PURPOSE: PROVIDE MICRO LOANS TO UNDERSERVED ENTREPRENEURS | $70,000 |
COMMUNITYWORKS INC PURPOSE: TRAIN UNDERSERVED PEOPLE TO FIND EMPLOYMENT | $60,000 |
San Francisco, CA PURPOSE: IMPROVE ECONOMIC MOBILITY FOR PEOPLE IN POVERTY | $50,000 |
Grants Recieved
Over the last fiscal year, we have identified 2 grants that Dakota Foundation Dtd 122997 Holaday A Bart Ttee has recieved totaling $23,322.
| Awarding Organization | Amount |
|---|---|
Nusenda Foundation Albuquerque, NM PURPOSE: PROGRAM RELATED INVESTMENT INTERESTE PAYMENTS | $11,661 |
Nusenda Foundation Albuquerque, NM PURPOSE: PROGRAM RELATED INVESTMENT INTERESTE PAYMENTS | $11,661 |
Peer Organizations
| Organization Name | Assets | Revenue |
|---|---|---|
United Health Foundation Minnetonka, MN | $216,072,517 | $86,645 |
The Green Fern Foundation Minneapolis, MN | $108,921,285 | $8,489,620 |
Andersen Corporate Foundation Bayport, MN | $0 | $11,597,422 |
Remick Family Foundation Rochester, MN | $37,696,720 | $873,083 |
Tischer Creek Duluth Buildingcompany Duluth, MN | $17,330,550 | $1,688,178 |
Cla Foundation Minneapolis, MN | $886,971 | $1,572,520 |
Gallagher Foundation St Louis Park, MN | $8,485,934 | $1,335,813 |
Black Hills Corporation Foundation Rapid City, SD | $5,164,188 | $1,056,391 |
Campbell Foundation Minneapolis, MN | $3,533,493 | $959,327 |
Bame Foundation Golden Valley, MN | $1,296,102 | $1,252,432 |
Dakota Foundation Dtd 122997 Holaday A Bart Ttee Jamestown, ND | $13,979,318 | $537,848 |
Minnesota Power Foundation Duluth, MN | $788,691 | $500,049 |