CARBONDALE, CO
Catena Foundation
Quick Facts
- EIN
- 813783868
- Location
- CARBONDALE, CO
- Category
- Philanthropy & Grantmaking
- Total Assets
- $596.4M
- Annual Income
- $103.2M
- IRS Ruling Year
- 2018
- Organization Type
- Corporation
- Principal Officer
- % Kerri Genung
- Tax Deductibility
- Contributions are deductible
About This Foundation
Catena Foundation is a private corporation based in CARBONDALE, CO. The foundation received its IRS ruling in 2018. The principal officer is % Kerri Genung. It holds total assets of $596.4M. Annual income is reported at $103.2M. The foundation operates in the area of philanthropy & grantmaking. Contributions to this foundation are tax-deductible.
View 990 FilingsFinancial Overview
Total Giving
$37.9M
2023-9%
Total Assets
$573.7M
2023+31%
Fair Market Value
$573.7M
2023
Net Worth
$573.7M
2023
Grants Paid
$30.2M
2023
Contributions
$107.8M
2023
Net Investment Income
$120.1M
2023
Distribution Amount
$24.3M
2023
Total Giving by Year
$12.5M
19$25.9M
20$28.3M
21$41.5M
22$37.9M
23Asset Growth
$157.5M
19$166.2M
20$397.7M
21$438.1M
22$573.7M
23Investment Portfolio (2023)
Total: $0
Other Investments: $571.9M
Cash: $546K
Other Investments (100%)
Cash (0%)
Expense Breakdown (2023)
Grants Paid$30.2M
Officer Compensation$2.2M
Accounting Fees$86K
Travel & Conferences$58K
Legal Fees$17K
Pension & Benefits$6K
Revenue Sources (2023)
- Contributions
- $107.8M
- Dividends
- $12M
- Other Income
- $3.1M
- Interest
- $1.4M
- Capital Gains (Net)
- $-2,401,940
Financial Details (2023)
- Total Revenue
- $121.9M
- Total Expenses
- $37.9M
- Exempt Purpose Expenses
- $33.7M
- Required Distribution
- $24.3M
- Undistributed Income
- $0
- Total Liabilities
- $510
- Excise Tax
- $1.7M
Foundation Classification (2023)
Operating FoundationGrants to IndividualsNon-Charity GrantsLobbying ActivityExcess Business Holdings
Grantmaking Insights
Total Grants
50
Total Giving
$25.1M
Average Grant
$502K
Median Grant
$300K
Grant Range
Min$219K
Max$4M
Median: $300K
Smallest grantLargest grant
Geographic Distribution of Grants
AK
ME
VT
NH
WA
WA: $250K (1)
ID
MT
ND
MN
WI
WI: $225K (1)
MI
NY
NY: $3.4M (7)
MA
MA: $840K (2)
CT
RI
OR
OR: $878K (3)
NV
WY
SD
IA
IL
IL: $250K (1)
IN
OH
PA
NJ
CA
CA: $2.2M (6)
UT
CO
CO: $3M (6)
NE
MO
KY
WV
VA
VA: $352K (1)
MD
DE
DC
DC: $12.4M (17)
AZ
AZ: $471K (2)
NM
KS
AR
TN
NC
NC: $250K (1)
SC
OK
LA
MS
AL
GA
FL
HI
TX
TX: $250K (1)
DC$12.4M (17)
NY$3.4M (7)
CO$3M (6)
CA$2.2M (6)
OR$878K (3)
MA$840K (2)
Past Grantees
| Recipient | Location | Amount | Year |
|---|---|---|---|
| World Wildlife FundDIGNITY AND EDUCATION - SUPPORT FOR HERENCIA COLOMBIA. | Washington, DC | $4M | 2022 |
| New Venture FundCIVIC ENGAGEMENT & PROTECTING DEMOCRACY SUPPORT | Washington, DC | $1.4M | 2022 |
| Environmental Defense FundCLEAN ENERGY - SUPPORT FOR VEHICLE DECARBONIZATION AND PROTECTING AMERICANS FROM TOXIC CHEMICALS. | New York, NY | $1.4M | 2022 |
| Western Resource AdvocatesCLEAN ENERGY - SUPPORT FOR DECARBONIZATION ACROSS THE WEST | Boulder, CO | $1.4M | 2022 |
| Hopewell FundCIVIC ENGAGEMENT & PROTECTING DEMOCRACY SUPPORT | Washington, DC | $1.1M | 2022 |
| Windward FundCLEAN ENERGY - SUPPORT FOR BUILDING ELECTRIFICATION | Washington, DC | $1M | 2022 |
| Policy ImpactCIVIC ENGAGEMENT & PROTECTING DEMOCRACY - BUILD PUBLIC TRUST IN ELECTIONS AND OTHER DEMOCRATIC INSTITUTIONS | Berkeley, CA | $820K | 2022 |
| Advanced Energy Economy InstituteCLEAN ENERGY - WESTERN RTO, WESTERN PUC, AND TAEBA & DRIVING FEDERAL CLIMATE ACTION VIA STATES | Washington, DC | $650K | 2022 |
| DeployusCLEAN ENERGY - SUPPORT CLIMATE CHANGE MEDIA EFFORTS | Boston, MA | $605K | 2022 |
| National Public RadioIMMIGRATION - NPR AND TX PUBLIC RADIO IMMIGRATION COVERAGE | Washington, DC | $600K | 2022 |
| International Rescue CommitteeIMMIGRATION - SUPPORT FOR AT-RISK AND DISPLACED PERSONS | New York, NY | $567K | 2022 |
| Renewable Energy Buyers AllianceCLEAN ENERGY- SUPPORT CHEAPER RENEWABLE ENERGY | Washington, DC | $525K | 2022 |
| Aspen Global Change Institute IncCLEAN ENERGY - SUPPORT MODELING, ANALYSIS, AND TECHNICAL ASSISTANCE | Basalt, CO | $500K | 2022 |
| Civic NationCIVIC ENGAGEMENT & PROTECTING DEMOCRACY - GENERAL OPERATING SUPPORT. | Washington, DC | $500K | 2022 |
| Klamath TribesWATERSHED HEALTH - SUPPORT FOR SUCKER-REARING PROGRAM | Chiloquin, OR | $393K | 2022 |
| United Nations FoundationCLEAN ENERGY - SUPPORT CLEAN ENERGY WORK | Washington, DC | $360K | 2022 |
| Trout UnlimitedWATERSHED HEALTH - SUPPORT PROCESS-BASED RESTORATION IN THE UPPER KLAMATH BASIN TO ADDRESS NATIVE FISH HABITAT LOSSES AND BOOTLEG FIRE IMPACTS. | Arlington, VA | $352K | 2022 |
| American Immigration CouncilIMMIGRATION - ENDING IMMIGRATION DETENTION AND ELEVATING CIVIL SOCIETY SOLUTIONS | Washington, DC | $350K | 2022 |
| Renew Democracy InitiativeCIVIC ENGAGEMENT AND PROTECTING DEMOCRACY - UKRAINE DISINFORMATION PROJECT | Washington, NY | $350K | 2022 |
| Electrification Coalition FoundationCLEAN ENERGY - FUND TRUCK ELECTRIFICATION PILOT PROJECTS. | Washington, DC | $305K | 2022 |
| Neem FoundationDIGNITY AND EDUCATION - SUPPORT THE LAFIYA SARARI SCHOOL YEARS 5-7 | — | $303K | 2022 |
| Southwest Energy Efficiency Project LlcCLEAN ENERGY - ADVANCE TRANSPORTATION ELECTRIFICATION PLANS AND SUPPORT DECARBONIZING UTILITIES IN THE SOUTHWEST | Boulder, CA | $300K | 2022 |
| Rockefeller Philanthropy AdvisorsIMMIGRATION - BUILD AND SUPPORT A POSITIVE NARRATIVE AROUND NEWCOMERS AND STRENGTHENING CAPACITY OF COMMUNITIES TO WELCOME AFGHANS AND UKRAINIANS | New York, NY | $300K | 2022 |
| Western Conservation FoundationCLEAN ENERGY - GENERAL OPERATING SUPPORT | Denver, CO | $300K | 2022 |
| American Independent FoundationCIVIC ENGAGEMENT & PROTECTING DEMOCRACY - GENERAL OPERATING SUPPORT | Washington, DC | $300K | 2022 |
| Unite AmericaCIVIC ENGAGEMENT & PROTECTING DEMOCRACY - GENERAL OPERATING SUPPORT | Denver, CO | $300K | 2022 |
| Asylum Seeker Advocacy Project IncIMMIGRATION - SUPPORT SCALING OF ASPS DIRECT SERVICES AND COMMUNICATION TECHNOLOGY TO RESPOND TO THE INCREASED DEMAND FROM ASYLUM SEEKERS AND MOBILIZATION OF MEMBERS. | New York, NY | $300K | 2022 |
| AspirationCIVIC ENGAGEMENT & PROTECTING DEMOCRACY- DISINFORMATION SITUATION CENTER | San Fransisco, CA | $300K | 2022 |
| Colorado State University FoundationCLEAN ENERGY - SUPPORT DECARBONIZATION AND EDUCATION AROUND CLEAN ENERGY POLICIES. | Fort Collins, CO | $275K | 2022 |
| Upper Klamath Basin Agriculture CollaborativeWATERSHED HEALTH - TO BUILD RESILIENCY IN THE AGRICULTURAL COMMUNITY BY FORWARDING PROJECTS THAT RESTORE CRITICAL HABITATS AND IMPROVE RELATIONSHIP IN THE TRIBUTARY COMMUNITIES ABOVE KLAMATH LAKE | Medford, OR | $255K | 2022 |
| Cocopah Environmental Protection OfficeWATERSHED HEALTH - EXPAND RESTORATION EFFORTS TO INCLUDE TRAIL DEVELOPMENT, PLANNING, PERMITTING, AND NURSERY DESIGN FOR ENHANCED REHABILITATION OF THE NORTHERN SECTION OF THE TRAIL NATION ALONG THE CO RIVER. | Somerton, AZ | $251K | 2022 |
| Conservation Colorado Education FundCLEAN ENERGY - SUPPORT STATE CLIMATE LEADERSHIP AND IMPLEMENTATION IN CO. | Denver, CO | $250K | 2022 |
| International Refugee AssistanceIMMIGRATION = SUPPORT A MULTIFACETED EFFORT ON BEHALF OF AT-RISK AND DISPLACE AFGHANS, AND BY EXTENSION TO FIGHT FOR THE RIGHTS OF ALL REFUGES AND DISPLACED PERSONS. | New York, NY | $250K | 2022 |
| Nextgen Climate America IncCIVIC ENGAGEMENT & PROTECTING DEMOCRACY - GENERAL OPERATING SUPPORT | San Fransisco, CA | $250K | 2022 |
| Port HoustonCLEAN ENERGY - IMPROVE EXISTING DECARBONIZATION PLANS | Houston, TX | $250K | 2022 |
| Protect Democracy ProjectCIVIC ENGAGEMENT & PROTECTING DEMOCRACY - GENERAL OPERATING SUPPORT | Washington, DC | $250K | 2022 |
| World Central KitchenHEALTH - PROVIDE MEALS TO DISPLACED UKRAINIAN FAMILIES. | Washington, DC | $250K | 2022 |
| Civic Education FundCIVIC ENGAGEMENT & PROTECTING DEMOCRACY - GENERAL OPERATING SUPPORT | Seattle, WA | $250K | 2022 |
| Voter Participation CenterCIVIC ENGAGEMENT & PROTECTING DEMOCRACY - GENERAL OPERATING SUPPORT | Washington, DC | $250K | 2022 |
| American Business ImmigrationIMMIGRATION - GENERAL OPERATING SUPPORT. | Chicago, IL | $250K | 2022 |
| Immigrant Legal Resource CenterIMMIGRATION - SUPPORT EXPANSION OF ACCESS TO LEGAL COUNSEL FOR IMMIGRANTS FACING DEPORTATION IN TX AND EXPAND ON LEGAL TRAININGS. | San Fransisco, CA | $250K | 2022 |
| Amalgamated Charitable FoundationIMMIGRATION - SUPPORT FOR THE DISINFORMATION PROJECT. | Washington, DC | $250K | 2022 |
| National Immigration Forum (Nif)IMMIGRATION - SUPPORT BUILDING POSITIVE NARRATIVE ON IMMIGRATION. | Washington, DC | $250K | 2022 |
| Natural Resources Defense CouncilCLEAN ENERGY - TRANSPORTATION ELECTRIFICATION IN CO, NM, NV | New York, NY | $250K | 2022 |
| State Leadership ProjectCIVIC ENGAGEMENT & PROTECTING DEMOCRACY- SUPPORT PUBLIC DEMOCRACY PROJECT | Raleigh, NC | $250K | 2022 |
| Nextgen Education FundCIVIC ENGAGEMENT & PROTECTING DEMOCRACY - GENERAL OPERATING SUPPORT | San Fransisco, CA | $250K | 2022 |
| Cycle Kids IncTRAILS & YOUTH CYCLING - SUPPORT EIGHT NEW ELEMENTARY SCHOOL-BASED CYCLING AND NUTRITION PROGRAMS IN THE SOUTHWEST. | Cambridge, MA | $235K | 2022 |
| Innovation Law LabIMMIGRATION - SCALE LEGAL SERVICES FOR IMMIGRANTS THOUGH THE USE OF DATA, TECHNOLOGY, AND ATTORNEYS | Portland, OR | $230K | 2022 |
| Urban Ecology CenterDIGNITY AND EDUCATION - GENERAL OPERATING SUPPORT FOR UEC'S INVOLVEMENT IN TRAILS AND CYCLING PROJECTS IN WASHINGTON PARK AND THE 30TH STREET CORRIDOR. | Milwaukee, WI | $225K | 2022 |
| Grand Canyon YouthWATERSHED HEALTH - CONNECTING YOUTH TO SOUTHWEST RIVERS WITH A FOCUS ON STEWARDSHIP, RESTORATION, AND INDIGENOUS YOUTH PARTICIPATION. | Flagstaff, AZ | $219K | 2022 |
990-PF Filings
| Tax Period | Return Type | View |
|---|---|---|
| 2023-12 | 990PF | View Filing |
| 2022-12 | 990PF | View Filing |
| 2021-12 | 990PF | View Filing |
| 2020-12 | 990PF | View Filing |
Filings sourced from IRS e-file index. View all on ProPublica
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