JONATHAN AND KATHLEEN ALTMAN FOUNDATION: Form 990PF, tax year 2023

View the entire original 990 at ProPublica ↗

Organization: JONATHAN AND KATHLEEN ALTMAN FOUNDATION (EIN 85-0470898)
Tax period: 2023-01-01 to 2023-12-31
Filed: 2024-11-12
IRS object ID: 202413179349101706
Schema version: 2023v5.1
Source: Download XML · Original 990 at ProPublica

Every field in the e-filed return. Faint text is the IRS element name, for citing.

Return header
Form 990-PF
Accounting Fees Schedule
Investments Corp Bonds Schedule
Investments Corp Stock Schedule
Investments Govt Obligations Sch
Investments Other Schedule2
Legal Fees Schedule
Other Assets Schedule
Other Decreases Schedule
Other Expenses Schedule
Other Professional Fees Schedule
Taxes Schedule

Return header ReturnHeader

Field	Value	IRS element (for citing)
Return	2024-11-12T09:58:06-06:00	ReturnTs
Tax Period End	2023-12-31	TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

Field	Value	IRS element (for citing)
Preparer Firm EIN	721396621	PreparerFirmEIN

Preparer Firm Name PreparerFirmName

Field	Value	IRS element (for citing)
Business Name Line1	CARR RIGGS & INGRAM LLC	BusinessNameLine1Txt

Preparer US Address PreparerUSAddress

Field	Value	IRS element (for citing)
Address Line1	910 COLONIAL PARKWAY	AddressLine1Txt
City	CLOVIS	CityNm
State Abbreviation	NM	StateAbbreviationCd
ZIP	88101	ZIPCd

Field	Value	IRS element (for citing)
Return Type	990PF	ReturnTypeCd
Tax Period Begin	2023-01-01	TaxPeriodBeginDt

Filer Filer

Field	Value	IRS element (for citing)
EIN	850470898	EIN

Business Name BusinessName

Field	Value	IRS element (for citing)
Business Name Line1	JONATHAN & KATHLEEN ALTMAN FNDTN	BusinessNameLine1Txt
Business Name Line2	C/O AVALON TRUST	BusinessNameLine2Txt

Field	Value	IRS element (for citing)
Business Name Control	JONA	BusinessNameControlTxt
Phone	5059831111	PhoneNum

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	125 LINCOLN AVENUE SUITE 301	AddressLine1Txt
City	SANTA FE	CityNm
State Abbreviation	NM	StateAbbreviationCd
ZIP	87501	ZIPCd

Business Officer BusinessOfficerGrp

Field	Value	IRS element (for citing)
Person	JONATHAN ALTMAN	PersonNm
Person Title	DIRECTOR	PersonTitleTxt
Phone	5059831111	PhoneNum
Signature	2024-11-11	SignatureDt
Discuss With Paid Preparer	Yes (1)	DiscussWithPaidPreparerInd

Field	Value	IRS element (for citing)
IRS Responsible Prty Info Curr	0	IRSResponsiblePrtyInfoCurrInd

Preparer Person PreparerPersonGrp

Field	Value	IRS element (for citing)
Preparer Person	MICHELE A KIRKLAND	PreparerPersonNm
PTIN	P00949599	PTIN
Phone	5757692841	PhoneNum
Preparation	2024-11-11	PreparationDt

Field	Value	IRS element (for citing)
Tax	2023	TaxYr
Build TS	2024-10-15 13:58:12Z	BuildTS

Form 990-PF IRS990PF

Field	Value	IRS element (for citing)
Organization501c3 Exempt PF	Yes (X)	Organization501c3ExemptPFInd
FMV Assets EOY	$39,776,692	FMVAssetsEOYAmt
Method Of Accounting Cash	Yes (X)	MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

Field	Value	IRS element (for citing)
Schedule B Not Required	Yes (X)	ScheduleBNotRequiredInd
Interest On Sav Rev And Expnss	$66,790	InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm	$66,790	InterestOnSavNetInvstIncmAmt
Dividends Rev And Expnss	$613,779	DividendsRevAndExpnssAmt
Dividends Net Invst Incm	$613,779	DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss	$1,046,112	NetGainSaleAstRevAndExpnssAmt
Gross Sales Price	$9,029,276	GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm	$1,046,112	CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss	$1,726,681	TotalRevAndExpnssAmt
Total Net Invst Incm	$1,726,681	TotalNetInvstIncmAmt
Comp Ofcr Dir Trst Rev And Expnss	$0	CompOfcrDirTrstRevAndExpnssAmt
Comp Ofcr Dir Trst Net Invst Incm	$0	CompOfcrDirTrstNetInvstIncmAmt
Comp Ofcr Dir Trst Dsbrs Chrtbl	$0	CompOfcrDirTrstDsbrsChrtblAmt
Legal Fees Rev And Expnss	$5,998	LegalFeesRevAndExpnssAmt
Legal Fees Net Invst Incm	$2,999	LegalFeesNetInvstIncmAmt
Legal Fees Dsbrs Chrtbl	$2,999	LegalFeesDsbrsChrtblAmt
Accounting Fees Rev And Expnss	$23,042	AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm	$11,521	AccountingFeesNetInvstIncmAmt
Accounting Fees Chrtbl Prps	$11,521	AccountingFeesChrtblPrpsAmt
Other Prof Fees Rev And Expnss	$482,910	OtherProfFeesRevAndExpnssAmt
Other Prof Fees Net Invst Incm	$277,883	OtherProfFeesNetInvstIncmAmt
Other Prof Fees Dsbrs Chrtbl	$205,027	OtherProfFeesDsbrsChrtblAmt
Interest Rev And Expnss	$27,995	InterestRevAndExpnssAmt
Interest Net Invst Incm	$27,995	InterestNetInvstIncmAmt
Interest Dsbrs Chrtbl	$0	InterestDsbrsChrtblAmt
Taxes Rev And Expnss	$93,609	TaxesRevAndExpnssAmt
Taxes Net Invst Incm	$8,609	TaxesNetInvstIncmAmt
Taxes Dsbrs Chrtbl	$0	TaxesDsbrsChrtblAmt
Trav Conf Meeting Rev And Expnss	$17,639	TravConfMeetingRevAndExpnssAmt
Trav Conf Meeting Net Invst Incm	$0	TravConfMeetingNetInvstIncmAmt
Trav Conf Meeting Dsbrs Chrtbl	$17,639	TravConfMeetingDsbrsChrtblAmt
Other Expenses Rev And Expnss	$296	OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm	$28	OtherExpensesNetInvstIncmAmt
Other Expenses Dsbrs Chrtbl	$246	OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss	$651,489	TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm	$329,035	TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl	$237,432	TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss	$3,354,900	ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl	$3,354,900	ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss	$4,006,389	TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm	$329,035	TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl	$3,592,332	TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses	-$2,279,708	ExcessRevenueOverExpensesAmt
Net Investment Income	$1,397,646	NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

Field	Value	IRS element (for citing)
Sav And Temp Cash Invst BOY	$1,112,039	SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY	$1,224,507	SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV	$1,224,507	SavAndTempCashInvstEOYFMVAmt
US Government Obligations BOY	$0	USGovernmentObligationsBOYAmt
US Government Obligations EOY	$2,165,713	USGovernmentObligationsEOYAmt
US Govt Obligations EOYFMV	$2,227,590	USGovtObligationsEOYFMVAmt
Corporate Stock BOY	$16,685,455	CorporateStockBOYAmt
Corporate Stock EOY	$14,087,935	CorporateStockEOYAmt
Corporate Stock EOYFMV	$27,553,343	CorporateStockEOYFMVAmt
Corporate Bonds BOY	$8,746,674	CorporateBondsBOYAmt
Corporate Bonds EOY	$6,338,927	CorporateBondsEOYAmt
Corporate Bonds EOYFMV	$6,229,625	CorporateBondsEOYFMVAmt
Other Investments BOY	$2,928,269	OtherInvestmentsBOYAmt
Other Investments EOY	$2,531,147	OtherInvestmentsEOYAmt
Other Investments EOYFMV	$2,531,147	OtherInvestmentsEOYFMVAmt
Other Assets BOY	$6,492	OtherAssetsBOYAmt
Other Assets EOY	$10,480	OtherAssetsEOYAmt
Other Assets EOYFMV	$10,480	OtherAssetsEOYFMVAmt
Total Assets BOY	$29,478,929	TotalAssetsBOYAmt
Total Assets EOY	$26,358,709	TotalAssetsEOYAmt
Total Assets EOYFMV	$39,776,692	TotalAssetsEOYFMVAmt
Total Liabilities BOY	$0	TotalLiabilitiesBOYAmt
Total Liabilities EOY	$0	TotalLiabilitiesEOYAmt
Org Does Not Follow FASB117	Yes (X)	OrgDoesNotFollowFASB117Ind
Capital Stock BOY	$0	CapitalStockBOYAmt
Capital Stock EOY	$0	CapitalStockEOYAmt
Additional Paid In Capital BOY	$0	AdditionalPaidInCapitalBOYAmt
Additional Paid In Capital EOY	$0	AdditionalPaidInCapitalEOYAmt
Retained Earning BOY	$29,478,929	RetainedEarningBOYAmt
Retained Earning EOY	$26,358,709	RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY	$29,478,929	TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY	$26,358,709	TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY	$29,478,929	TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY	$26,358,709	TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

Field	Value	IRS element (for citing)
Tot Net Ast Or Fund Balances BOY	$29,478,929	TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses	-$2,279,708	ExcessRevenueOverExpensesAmt
Other Increases	$0	OtherIncreasesAmt
Subtotal	$27,199,221	SubtotalAmt
Other Decreases	$840,512	OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY	$26,358,709	TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (7 entries)

PropertyPropertyDesc	SoldSoldDt	Gross Sales PriceGrossSalesPriceAmt	Cost Or Other BasisCostOrOtherBasisAmt	Gain Or LossGainOrLossAmt	Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt	How AcquiredHowAcquiredCd
PUBLICLY TRADED SECURITIES-ST	2023-12-31	$2,596,810	$2,888,976	-$292,166	-$292,166
PUBLICLY TRADED SECURITIES-LT	2023-12-31	$4,692,839	$3,716,142	$976,697	$976,697
HOMEWISE COMMUNITY INVESTMENT NOTE	2023-12-31	$250,000	$250,000	$0	$0	P
PUBLICLY TRADED SECURITIES-LT	2023-12-31	$1,483,634	$940,971	$542,663	$542,663
LT CAPITAL GAIN DISTRIBUTIONS	2023-12-31	$5,993		$5,993	$5,993
ST FROM PASSTHROUGH	2023-12-31			-$217,175	-$217,175
LT FROM PASSTHROUGH	2023-12-31			$30,100	$30,100

Field	Value	IRS element (for citing)
Capital Gain Net Income	$1,046,112	CapitalGainNetIncomeAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

Field	Value	IRS element (for citing)
Investment Income Excise Tax	$19,427	InvestmentIncomeExciseTaxAmt
Tax Under Section511	$0	TaxUnderSection511Amt
Subtotal	$19,427	SubtotalAmt
Subtitle A Tax	$0	SubtitleATaxAmt
Tax Based On Investment Income	$19,427	TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx	$65,491	EstimatedPlusOvpmtIncmTxAmt
Exempt Frgn Org Tax Wthld At Srce	$0	ExemptFrgnOrgTaxWthldAtSrceAmt
Extsn Request Income Tax Paid	$26,000	ExtsnRequestIncomeTaxPaidAmt
Backup Withholding Withheld	$0	BackupWithholdingWithheldAmt
Total Payments And Credits	$91,491	TotalPaymentsAndCreditsAmt
Es Penalty	$0	EsPenaltyAmt
Overpayment	$72,064	OverpaymentAmt
Applied To ES Tax	$72,064	AppliedToESTaxAmt
Refund	$0	RefundAmt

Statements Regarding Acty StatementsRegardingActyGrp

Field	Value	IRS element (for citing)
Legislative Political Acty	0	LegislativePoliticalActyInd
More Than100 Spent	0	MoreThan100SpentInd
Form1120 POL Filed	0	Form1120POLFiledInd
Section4955 Organization Tax	$0	Section4955OrganizationTaxAmt
Section4955 Managers Tax	$0	Section4955ManagersTaxAmt
Tax Reimbursed	$0	TaxReimbursedAmt
Activities Not Previously Rpt	0	ActivitiesNotPreviouslyRptInd
Changes To Articles Or Bylaws	0	ChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over Limit	0	UnrelatedBusIncmOverLimitInd
Organization Dissolved Etc	0	OrganizationDissolvedEtcInd
Section508e Rqr Satisfied	0	Section508eRqrSatisfiedInd
At Least5000 In Assets	Yes (1)	AtLeast5000InAssetsInd
Org Report Or Register State	NM	OrgReportOrRegisterStateCd
Form990 PF Filed With Atty Gen	Yes (1)	Form990PFFiledWithAttyGenInd
Private Operating Foundation	0	PrivateOperatingFoundationInd
New Substantial Contributors	0	NewSubstantialContributorsInd
Own Controlled Entity	0	OwnControlledEntityInd
Donor Advised Fund	0	DonorAdvisedFundInd
Comply With Public Insp Rqr	Yes (1)	ComplyWithPublicInspRqrInd
Website Address	N/A	WebsiteAddressTxt
Individual With Books	AVALON TRUST COMPANY	IndividualWithBooksNm
Phone	5059831111	PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

Field	Value	IRS element (for citing)
Address Line1	125 LINCOLN AVENUE SUITE 301	AddressLine1Txt
City	SANTA FE	CityNm
State Abbreviation	NM	StateAbbreviationCd
ZIP	87501	ZIPCd

Field	Value	IRS element (for citing)
Foreign Accounts Question	0	ForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

Field	Value	IRS element (for citing)
Sale Or Exch Disqualified Prsn	0	SaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified Prsn	0	BrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified Prsn	0	FurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified Prsn	0	PayCompDisqualifiedPrsnInd
Transfer Ast Disqualified Prsn	0	TransferAstDisqualifiedPrsnInd
Payment To Government Official	0	PaymentToGovernmentOfficialInd
Uncorrected Prior Acts	0	UncorrectedPriorActsInd
Undistributed Income PY	0	UndistributedIncomePYInd
Business Holdings	0	BusinessHoldingsInd
Jeopardy Investments	0	JeopardyInvestmentsInd
Uncorrected PY Jeopardy Invst	0	UncorrectedPYJeopardyInvstInd
Influence Legislation	0	InfluenceLegislationInd
Influence Election	0	InfluenceElectionInd
Grants To Individuals	0	GrantsToIndividualsInd
Grants To Organizations	0	GrantsToOrganizationsInd
Noncharitable Purpose	0	NoncharitablePurposeInd
Rcv Fnds To Pay Prsnl Bnft Cntrct	0	RcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft Cntrct	0	PayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter Trans	0	ProhibitedTaxShelterTransInd
Subj To Tax Rmnrtn Ex Prcht Pymt	0	SubjToTaxRmnrtnExPrchtPymtInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (2 entries)

Address Line1USAddress/AddressLine1Txt	CityUSAddress/CityNm	State AbbreviationUSAddress/StateAbbreviationCd	ZIPUSAddress/ZIPCd	TitleTitleTxt	Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt	CompensationCompensationAmt	Employee Benefit ProgramEmployeeBenefitProgramAmt	Expense Account Other AllwncExpenseAccountOtherAllwncAmt
JONATHAN ALTMAN
511 CAMINO RANCHEROS	SANTA FE	NM	87501	DIRECTOR	0.00	$0	$0	$0
RAFAEL ALTMAN
511 CAMINO RANCHEROS	SANTA FE	NM	87501	DIRECTOR	0.00	$0	$0	$0

Field	Value	IRS element (for citing)
Comp Of Hghst Pd Empl Or NONE	NONE	CompOfHghstPdEmplOrNONETxt
Other Employee Paid Over50k	0	OtherEmployeePaidOver50kCnt

Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp (3 entries)

Address Line1USAddress/AddressLine1Txt	CityUSAddress/CityNm	State AbbreviationUSAddress/StateAbbreviationCd	ZIPUSAddress/ZIPCd	Service TypeServiceTypeTxt	CompensationCompensationAmt
CHRISTIANA COGGINS FRANKLIN
1569 WILDERNESS GATE ROAD	SANTA FE	NM	87505	CONSULTING	$68,470
KIMI GREEN
120 CAMINITO MONTANO	SANTA FE	NM	87501	CONSULTING	$66,477
JUANE EVANS
92 MARINITA AVENUE	SAN RAFAEL	CA	94901	CONSULTING	$64,080

Field	Value	IRS element (for citing)
Contractor Paid Over50k	0	ContractorPaidOver50kCnt

Sum Of Program Related Invst SumOfProgramRelatedInvstGrp

Field	Value	IRS element (for citing)
Total	$0	TotalAmt

Minimum Investment Return MinimumInvestmentReturnGrp

Field	Value	IRS element (for citing)
Average Monthly FMV Of Sec	$37,493,755	AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances	$1,199,077	AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast	$873	FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets	$38,693,705	TotalFMVOfUnusedAssetsAmt
Reduction Claimed	$0	ReductionClaimedAmt
Acquisition Indebtedness	$0	AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast	$38,693,705	AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable	$580,406	CashDeemedCharitableAmt
Net Vl Noncharitable Assets	$38,113,299	NetVlNoncharitableAssetsAmt
Minimum Investment Return	$1,905,665	MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

Field	Value	IRS element (for citing)
Minimum Investment Return	$1,905,665	MinimumInvestmentReturnAmt
Tax Based On Investment Income	$19,427	TaxBasedOnInvestmentIncomeAmt
Total Tax	$19,427	TotalTaxAmt
Distributable Before Adj	$1,886,238	DistributableBeforeAdjAmt
Recoveries Qualfied Distri	$0	RecoveriesQualfiedDistriAmt
Distributable Before Ded	$1,886,238	DistributableBeforeDedAmt
Deduction From Distributable	$0	DeductionFromDistributableAmt
Distributable As Adjusted	$1,886,238	DistributableAsAdjustedAmt

PF Qualifying Distributions PFQualifyingDistributionsGrp

Field	Value	IRS element (for citing)
Expenses And Contributions	$3,592,332	ExpensesAndContributionsAmt
Program Related Invst Total	$0	ProgramRelatedInvstTotalAmt
Qualifying Distributions	$3,592,332	QualifyingDistributionsAmt

Undistributed Income UndistributedIncomeGrp

Field	Value	IRS element (for citing)
Distributable As Adjusted	$1,886,238	DistributableAsAdjustedAmt
Undistributed Income PY	$0	UndistributedIncomePYAmt
Total For Prior Years	$0	TotalForPriorYearsAmt
Excess Distribution Cyov Yr2	$537,286	ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1	$1,548,359	ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov	$2,085,645	TotalExcessDistributionCyovAmt
Qualifying Distributions	$3,592,332	QualifyingDistributionsAmt
Applied To Year1	$0	AppliedToYear1Amt
Applied To Prior Years	$0	AppliedToPriorYearsAmt
Treated As Distri From Corpus	$0	TreatedAsDistriFromCorpusAmt
Applied To Current Year	$1,886,238	AppliedToCurrentYearAmt
Remaining Distri From Corpus	$1,706,094	RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus	$0	ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY	$0	ExcessDistributionCyovAppCYAmt
Total Corpus	$3,791,739	TotalCorpusAmt
Prior Year Undistributed Incm	$0	PriorYearUndistributedIncmAmt
Prior Year Deficiency Or Tax	$0	PriorYearDeficiencyOrTaxAmt
Taxable1	$0	Taxable1Amt
Taxable2	$0	Taxable2Amt
Undistributed Income CY	$0	UndistributedIncomeCYAmt
Corpus Distri170b1 E Or4942g3	$0	CorpusDistri170b1EOr4942g3Amt
Excess Distri Cyov From Yr5	$0	ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr	$3,791,739	ExcessDistriCyovToNextYrAmt
Excess From Year2	$537,286	ExcessFromYear2Amt
Excess From Year1	$1,548,359	ExcessFromYear1Amt
Excess From Current Year	$1,706,094	ExcessFromCurrentYearAmt

Supplementary Information SupplementaryInformationGrp

Field	Value	IRS element (for citing)
Only Contri To Preselected	Yes (X)	OnlyContriToPreselectedInd

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (61 entries)

Address Line1RecipientUSAddress/AddressLine1Txt	CityRecipientUSAddress/CityNm	State AbbreviationRecipientUSAddress/StateAbbreviationCd	ZIPRecipientUSAddress/ZIPCd	Recipient Foundation StatusRecipientFoundationStatusTxt	Grant Or Contribution PurposeGrantOrContributionPurposeTxt	AmtAmt
ALLIANCE FOR THE EARTH
PO BOX 8031	SANTA FE	NM	87504	PUBLIC	DONATION	$10,000
AMIGO BRAVOS
PO BOX 238	TAOS	NM	87571	PUBLIC	DONATION	$10,000
ARCHANGEL ANCIENT TREE ARCHIVE
PO BOX 98	COPEMISH	MI	49625	PUBLIC	EC CHAMPION TREE PROJECT	$250,000
ATTACH YOUR HEART FOUNDATION CO SANTA FE COMMUNITY FOUNDATION
PO BOX 1827	SANTA FE	NM	87504	PUBLIC	DONATION	$25,000
BUDDHIST GLOBAL RELIEF
2020 ROUTE 301	CARMEL	NY	10512	PUBLIC	DONATION	$100,000
CANTICLE FARM
1968 36TH AVENUE	OAKLAND	CA	94601	PUBLIC	JOANNA MACY PROJECT	$20,000
CENTER FOR BIOLOGICAL DIVERSITY
PO BOX 710	TUCSON	AZ	85702	PUBLIC	DONATION	$25,000
CONSERVATION LEGACY
701 CAMINO DEL RIO STE 101	DURANGO	CO	81301	PUBLIC	ANCESTRAL LANDS CONSERVATION CORPS	$25,000
CORAZON HEALDSBURG
PO BOX 1004	HEALDSBURG	CA	95448	PUBLIC	DONATION	$1,000
DILGO KHYENTSE FELLOWSHIP
237 WEST 35TH STREET SUITE 1101	NEW YORK	NY	10001	PUBLIC	DONATION	$30,000
DOCTORS WITHOUT BORDERS
40 RECTOR ST 16TH FLOOR	NEW YORK	NY	10006	PUBLIC	DONATION	$150,000
ELEPHANT AID INTERNATIONAL
PO BOX 283	ATTAPULGUS	GA	39815	PUBLIC	DONATION	$10,000
ENVIRONMENTAL DEFENSE FUND
1875 CONNECTICUT AVE NW STE 600	WASHINGTON	DC	20009	PUBLIC	DONATION	$100,000
FLOWERING TREE PERMACULTURE INSTITUTE
231 BELOW OBSIDIAN ROAD	ESPANOLA	NM	87532	PUBLIC	DONATION	$50,000
FOUR CORNERS INSTITUTE- HIMALAYAN OTTER NETWORK
1475 CANYON ROAD	SANTA FE	NM	87501	PUBLIC	HIMALAYAN OTTERS	$5,000
FOUR CORNERS INSTITUTE- IUCN OTTER GROUP
3409 LAKE VANESSA DRIVE NW	SALEM	OR	97306	PUBLIC	IUCN OTTERS	$20,000
GLAS FOUNDATION
4 CIBOLA CIRCLE	SANTA FE	NM	87505	PUBLIC	DONATION	$5,000
GRAND CANYON TRUST
2601 N FORT VALLEY RD	FLAGSTAFF	AZ	86001	PUBLIC	DONATION	$10,000
HAWAII COMMUNITY FOUNDATION
827 FORT STREET MALL	HONOLULU	HI	96813	PUBLIC	MAUI STRONG FUND	$25,000
HEALTH IN HARMONY
PO BOX 96176	PORTLAND	OR	97296	PUBLIC	DONATION	$50,000
INTERNATIONAL RESCUE COMMITTEE
122 E 42ND STREET 12	NEW YORK	NY	10168	PUBLIC	DONATION	$200,000
KITCHEN ANGELS
1222 SILER ROAD A	SANTA FE	NM	87507	PUBLIC	DONATION	$10,000
LAMA FOUNDATION
PO BOX 240	SAN CRISTOBAL	NM	87564	PUBLIC	DONATION	$10,000
LAS CUMBRES COMMUNITY SERVICES
102 N CORONADO AVE	ESPANOLA	NM	87532	PUBLIC	AFGHANISTAN RESETTLEMENT PROJECT	$25,000
NATIONAL TROPICAL BOTANICAL GARDEN
3530 PAPALINA ROAD	KALAHEO	HI	96741	PUBLIC	LIMAHULI	$75,000
NATIONAL TROPICAL BOTANICAL GARDEN
3530 PAPALINA ROAD	KALAHEO	HI	96741	PUBLIC	KAHANU	$50,000
NATURAL RESOURCES DEFENSE COUNCIL
40 W 20TH ST 11	NEW YORK	NY	10011	PUBLIC	DONATION	$150,000
NEW MEXICO APPLESEED
222 E MARCY STREET STE 20	SANTA FE	NM	87501	PUBLIC	DONATION	$10,000
NEW MEXICO COMMUNITY CAPITAL
301 GOLD AVE SW STE 102	ALBUQUERQUE	NM	87102	PUBLIC	CENTER FOR HONEYBEE RESEARCH	$25,000
NEW MEXICO FOUNDATION
8 CALLE MEDICO	SANTA FE	NM	87505	PUBLIC	YAKANAL AT LAGUNA PUEBLO	$25,000
NEW MEXICO PBS
1130 UNIVERSITY BLVD NE	ALBUQUERQUE	NM	87102	PUBLIC	DONATION	$5,000
NEW MEXICO SCHOOL FOR THE ARTS
500 MONTEZUMA AVE STE 200	SANTA FE	NM	87501	PUBLIC	DONATION	$5,000
NEW MEXICO WILDERNESS ALLIANCE
PO BOX 25464	ALBUQUERQUE	NM	87125	PUBLIC	DONATION	$10,000
OCCIDENTAL ARTS & ECOLOGY CENTER
15290 COLEMAN VALLEY ROAD	OCCIDENTAL	CA	95464	PUBLIC	DONATION	$115,000
PUNCHING OUT PARKINSON'S SANTA FE
1704 LLANO STREET STE B110	SANTA FE	NM	87505	PUBLIC	DONATION	$10,000
PUNDARIKA FOUNDATION
PO BOX 57	CRESTONE	CO	81131	PUBLIC	RINPOCHE'S TRAVEL FUND	$5,000
RAINFOREST ACTION NETWORK
425 BUSH ST STE 300	SAN FRANCISCO	CA	94108	PUBLIC	DONATION	$30,000
SAN FRANCISCO ZEN CENTER
300 PAGE STREET	SAN FRANCISCO	CA	94102	PUBLIC	DONATION	$15,000
SANTA FE CENTER FOR CONTEMPORARY ARTS
1050 OLD PECOS TRAIL	SANTA FE	NM	87505	PUBLIC	DONATION	$1,000
SANTA FE COMMUNITY FOUNDATION
PO BOX 1827	SANTA FE	NM	87504	PUBLIC	EMERGENCY RESPONSE FUND	$25,000
SANTA FE CONSERVATION TRUST
PO BOX 23985	SANTA FE	NM	87502	PUBLIC	DONATION	$30,000
SANTA FE FARMER'S MARKET INSTITUTE
1607 PASEO DE PERALTA SUITE A	SANTA FE	NM	87501	PUBLIC	DONATION	$5,000
SITE SANTA FE
1606 PASEO DE PERALTA	SANTA FE	NM	87501	PUBLIC	DONATION	$5,000
SONOMA MOUNTAIN ZEN CENTER
6367 SONOMA MOUNTAIN ROAD	SANTA ROSA	CA	95404	PUBLIC	DONATION	$5,000
ST VINCENT'S HOSPITAL FOUNDATION
455 ST MICHAELS DR 2ND FLOOR	SANTA FE	NM	87505	PUBLIC	DONATION	$50,000
THE CULTURAL CONSERVANCY
PO BOX 29044	SAN FRANCISCO	CA	94129	PUBLIC	HERON SHADOW	$100,000
THE FOOD DEPOT
1222 SILER ROAD	SANTA FE	NM	87507	PUBLIC	DONATION	$30,000
THE MERWIN CONSERVANCY
PO BOX 809	HAIKU	HI	96708	PUBLIC	DONATION	$100,000
THE NATURE CONSERVANCY
1613 PASEO DE PERALTA STE 201	SANTA FE	NM	87501	PUBLIC	RIO GRANDE WATER FUND	$25,000
THE STORYDANCER PROJECT
369 MONTEZUMA AVE 490	SANTA FE	NM	87501	PUBLIC	DONATION	$10,000
THE TIBET FUND
241 EAST 32ND STREET	NEW YORK	NY	10016	PUBLIC	DONATION	$25,900
THEATER GROTTESCO
1000 CORDOVA PLACE 8400	SANTA FE	NM	87505	PUBLIC	DONATION	$2,000
THINK NEW MEXICO
1227 PASEO DE PERALTA	SANTA FE	NM	87501	PUBLIC	DONATION	$5,000
TRUST FOR PUBLIC LAND - NEW MEXICO
607 CERILLOS ROAD SUITE F1	SANTA FE	NM	87505	PUBLIC	DONATION	$30,000
TRUST FOR PUBLIC LAND - USA
PO BOX 889336	LOS ANGELES	CA	90088	PUBLIC	DONATION	$30,000
TSOKNYI HUMANITARIAN FOUNDATION
39575 COUNTY ROAD 33	STEAMBOAT SPRINGS	CO	80487	PUBLIC	DONATION	$5,000
UCSD FOUNDATION
9500 GILMAN DRIVE MC 0940	LA JOLLA	CA	92093	PUBLIC	LIVING SOIL PROJECT	$50,000
UCSF FOUNDATION
9500 GILMAN DRIVE MC 0940	SAN FRANCISCO	CA	92093	PUBLIC	HEALTHY SOILS PROJECT	$500,000
UPPER GILA WATERSHED ALLIANCE
PO BOX 383	GILA	NM	88038	PUBLIC	DONATION	$5,000
WASHINGTON STATE UNIVERSITY FOUNDATION
PO BOX 641925	PULLMAN	WA	99164	PUBLIC	DONATION	$520,000
WORLD CONNECT
632 BROADWAY SUITE 901	NEW YORK	NY	10012	PUBLIC	DONATION	$100,000

Field	Value	IRS element (for citing)
Total Grant Or Contri Pd Dur Yr	$3,354,900	TotalGrantOrContriPdDurYrAmt
Total Grant Or Contri Apprv Fut	$0	TotalGrantOrContriApprvFutAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

Field	Value	IRS element (for citing)
Exclusion	14	ExclusionCd
Exclusion	$66,790	ExclusionAmt

Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl

Field	Value	IRS element (for citing)
Exclusion	14	ExclusionCd
Exclusion	$613,779	ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

Field	Value	IRS element (for citing)
Exclusion	18	ExclusionCd
Exclusion	$1,046,112	ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

Field	Value	IRS element (for citing)
Unrelated Business Taxbl Incm	$0	UnrelatedBusinessTaxblIncmAmt
Exclusion	$1,726,681	ExclusionAmt
Related Or Exempt Function Incm	$0	RelatedOrExemptFunctionIncmAmt

Field	Value	IRS element (for citing)
Total Income Producing Acty	$1,726,681	TotalIncomeProducingActyAmt

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

Field	Value	IRS element (for citing)
Trnsfr Of Cash To Nonchrtbl EO	0	TrnsfrOfCashToNonchrtblEOInd
Trnsfr Other Asset Nonchrtbl EO	0	TrnsfrOtherAssetNonchrtblEOInd
Sales Or Exchanges Of Assets	0	SalesOrExchangesOfAssetsInd
Purchase Of Assets Nonchrtbl EO	0	PurchaseOfAssetsNonchrtblEOInd
Rental Of Facilities Oth Assets	0	RentalOfFacilitiesOthAssetsInd
Reimbursement Arrangements	0	ReimbursementArrangementsInd
Loans Or Loan Guarantees	0	LoansOrLoanGuaranteesInd
Performance Of Services Etc	0	PerformanceOfServicesEtcInd
Sharing Of Facilities Etc	0	SharingOfFacilitiesEtcInd
Relationships Nonchrtbl EO	0	RelationshipsNonchrtblEOInd

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail (2 entries)

CategoryCategoryTxt	AmtAmt	Net Investment IncomeNetInvestmentIncomeAmt	Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt
TAX PREPARATION	$10,600	$5,300	$5,300
AUDIT FEES	$12,442	$6,221	$6,221

Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule

Investments Corporate Bonds InvestmentsCorporateBondsGrp

Field	Value	IRS element (for citing)
Bond	BOND FUNDS	BondNm
EOY Book Value	$6,338,927	EOYBookValueAmt
EOYFMV	$6,229,625	EOYFMVAmt

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp (2 entries)

StockStockNm	EOY Book ValueEOYBookValueAmt	EOYFMVEOYFMVAmt
COMMON STOCK	$12,650,455	$25,830,866
EQUITY FUNDS	$1,437,480	$1,722,477

Investments Govt Obligations Sch InvestmentsGovtObligationsSch

Field	Value	IRS element (for citing)
US Govt Obligations Book Vl EOY	$2,165,713	USGovtObligationsBookVlEOYAmt
US Govt Obligations EOYFMV	$2,227,590	USGovtObligationsEOYFMVAmt
State Local Sec Book Vl EOY	$0	StateLocalSecBookVlEOYAmt
State Local Sec EOYFMV	$0	StateLocalSecEOYFMVAmt

Investments Other Schedule2 InvestmentsOtherSchedule2

Investments Other InvestmentsOtherGrp

Field	Value	IRS element (for citing)
Category Or Item	OTHER PARTNERSHIP INVESTMENTS	CategoryOrItemTxt
Listed At Cost Or FMV	AT COST	ListedAtCostOrFMVCd
Book Value	$2,531,147	BookValueAmt
EOYFMV	$2,531,147	EOYFMVAmt

Legal Fees Schedule LegalFeesSchedule

Legal Fees LegalFeesGrp

Field	Value	IRS element (for citing)
Category	LEGAL FEES	CategoryTxt
Legal Fees	$5,998	LegalFeesAmt
Net Investment Income	$2,999	NetInvestmentIncomeAmt
Disbursements Charitable Prps	$2,999	DisbursementsCharitablePrpsAmt

Other Assets Schedule OtherAssetsSchedule

Other Assets Schedule OtherAssetsScheduleGrp

Field	Value	IRS element (for citing)
Desc	DIVIDENDS & DISTRIBUTIONS RECEIVABLE	Desc
BOY Book Value	$6,492	BOYBookValueAmt
EOY Book Value	$10,480	EOYBookValueAmt
EOYFMV	$10,480	EOYFMVAmt

Other Decreases Schedule OtherDecreasesSchedule

Other Decreases Detail OtherDecreasesDetail (2 entries)

DescDesc	AmtAmt
FMV IN EXCESS OF BASIS ON STOCKS SOLD	$834,100
OTHER CHANGES TO FUND BALANCES	$6,412

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (3 entries)

DescDesc	Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt	Net Investment IncomeNetInvestmentIncomeAmt	Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt
PRINTING, SHIPPING, LICENSES	$253	$0	$231
WIRE FEES	$15	$0	$15
ADR FEES	$28	$28	$0

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail (3 entries)

CategoryCategoryTxt	AmtAmt	Net Investment IncomeNetInvestmentIncomeAmt	Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt
INVESTMENT MANAGEMENT FEES	$271,883	$271,883	$0
PROFESSIONAL FEES	$199,027	$0	$199,027
ADMINISTRATIVE FEES	$12,000	$6,000	$6,000

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail (3 entries)

CategoryCategoryTxt	AmtAmt	Net Investment IncomeNetInvestmentIncomeAmt	Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt
NM PRC ANNUAL DOMESTIC REPORT	$12	$12	$0
FOREIGN TAX WITHHELD	$8,597	$8,597	$0
FEDERAL EXCISE TAXES	$85,000	$0	$0