Catena Foundation
- Assets
- $397.7m
- Revenue
- $217.8m
- Investments
- $278.9m
- Employees
- 0
- Location
- Carbondale, CO
- Founding
- 05/2018
- Data as of
- 12/2021
- EIN
- 81-3783868
Organization Overview
Catena Foundation is located in Carbondale, CO. The organization was established in 2018. According to its NTEE Classification (T20) the organization is classified as: Private Grantmaking 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. Catena Foundation 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, Catena Foundation generated $217.8m in total revenue. This organization has experienced exceptional growth, as over the past 3 years, it has increased revenue by an average of 35.6% each year . All expenses for the organization totaled $28.3m during the year ending 12/2021. While expenses have increased by 31.5% per year over the past 3 years. They've been increasing with an increasing level of total revenue. You can explore the organizations financials more deeply in the financial statements section below.
Since 2019, Catena Foundation has awarded 308 individual grants totaling $57,986,583. 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.
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Board, Officers & Key Employees
| Name (title) | Role | Hours | Compensation |
|---|---|---|---|
Greg Nelson Vice President/ass't Treasurer | 1 | $0 | |
Robert A Smith Treasurer & Secretary | 1 | $0 | |
Samuel R Walton President | 5 | $0 | |
Clare Bastable Vice President | 1 | $0 |
Outside Vendors & Contractors
| Vendor Name (Service) | Service Year | Compensation |
|---|---|---|
Northern Trust | 12/30/21 | $177,172 |
Fred Phillips Consulting Llc | 12/30/21 | $91,095 |
Catena Group Llc | 12/30/21 | $757,581 |
Wffwei Services | 12/30/21 | $189,893 |
Monticello Associates | 12/30/21 | $230,000 |
Financial Statements
| Statement of Revenue | |
|---|---|
| Contributions, Gifts, Grants & Similar | $203,140,593 |
| Interest on Savings | $88 |
| Dividends & Interest | $3,128,515 |
| Net Rental Income | $0 |
| Net Gain on Sale of Assets | $8,365,899 |
| Capital Gain Net Income | $202,836,496 |
| Net ST Capital Gain | $0 |
| Income Modifications | $0 |
| Profit on Inventory Sales | $0 |
| Other Income | $3,198,817 |
| Total Revenue | $217,833,912 |
| Statement of Expenses | |
|---|---|
| Compensation of officers, directors, trustees, etc | $862,413 |
| Other employee salaries and wages | $0 |
| Pension plans, employee benefits | $38,454 |
| Interest | $0 |
| Taxes | $1,744,033 |
| Depreciation | $0 |
| Occupancy | $5,830 |
| Travel, conferences, and meetings | $13,724 |
| Printing and publications | $0 |
| Other expenses | $747,033 |
| Total operating and administrative expenses | $4,376,666 |
| Contributions, gifts, grants paid | $23,945,308 |
| Total expenses and disbursements | $28,321,974 |
| Balance Sheet | |
|---|---|
| Cash—non-interest-bearing | $151,897 |
| Savings and temporary cash investments | $117,336,144 |
| 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 | $1,250,000 |
| Inventories for sale or use | $0 |
| Prepaid expenses and deferred charges | $0 |
| Net Investments - land, buildings, equipment | $0 |
| Investments—mortgage loans | $0 |
| Investments—other | $278,923,809 |
| Net Land, buildings, and equipment | $0 |
| Other assets | $0 |
| Total assets | $397,661,850 |
| Accounts payable and accrued expenses | $3,425 |
| 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 | $3,425 |
Grants Awarded
Over the last fiscal year, Catena Foundation has awarded $23,945,308 in support to 124 organizations.
| Grant Recipient | Amount |
|---|---|
Raleigh, NC PURPOSE: CIVIC ENGAGEMENT & PROTECTING DEMOCRACY- STRATEGIC VICTORY FUND DISINFORMATION DEFENSE NETWORK | $2,000,000 |
New York, NY PURPOSE: CLEAN ENERGY & HEALTH- NAVAJO METHANE REGULATION & MAKING COLORADO A CLIMATE LEADER & POWER SECTOR ROUNDTABLE | $1,666,250 |
Boulder, CO PURPOSE: CLEAN ENERGY - WESTERN UTILITY DECARBONIZATION & WATER IN THE WEST & COLORADO TECH INDUSTRY ENGAGEMENT IN CLIMATE IMPLEMENTATION | $1,633,727 |
FOUNDATIN PARA EL PROGRESO DE LA REGIN BOGOT PURPOSE: DIGNITY & EDUCATION - PRO BOGOTA REGION | $1,000,000 |
Washington, DC PURPOSE: CLEAN ENERGY - WESTERN RTO, WESTERN PUC, AND TAEBA & DRIVING FEDERAL CLIMATE ACTION VIA STATES | $850,000 |
Washington, DC PURPOSE: CIVIC ENGAGEMENT & PROTECTING DEMOCRACY MADE TO SAVE | $600,000 |
Peer Organizations
| Organization Name | Assets | Revenue |
|---|---|---|
Arnall Family Foundation Inc Oklahoma City, OK | $11,371,239 | $12,792,638 |
Walter Scott Family Foundation Omaha, NE | $596,551,475 | $88,689,053 |
The Samuel Roberts Noble Foundation Ardmore, OK | $1,183,090,626 | $85,581,097 |
Gates Family Foundation Denver, CO | $458,247,303 | $68,267,243 |
Buffett Early Childhood Fund Omaha, NE | $9,728,090 | $31,407,344 |
Anne And Henry Zarrow Foundation Tulsa, OK | $347,173,230 | $36,385,260 |
Jon And Karen Huntsman Foundation Salt Lake City, UT | $0 | $68,260,311 |
El Pomar Foundation Colorado Springs, CO | $452,441,260 | $71,471,160 |
George S Eccles And Delores Dore Eccles Foundation Salt Lake City, UT | $0 | $176,040,595 |
The Lozier Foundation Omaha, NE | $440,536,134 | $84,469,210 |
Catena Foundation Carbondale, CO | $397,661,850 | $217,833,912 |
People-People-People Foundation Dated 4-19-2018 Scottsdale, AZ | $10,000,014 | $37,338,865 |