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MARSHALL L AND PERRINE D MCCUNE CHARITABLE FOUNDATION: Form 990PF, tax year 2022

View the entire original 990 at ProPublica ↗

Organization
MARSHALL L AND PERRINE D MCCUNE CHARITABLE FOUNDATION (EIN 85-0429439)
Tax period
2022-01-01 to 2022-12-31
Filed
2023-11-01
IRS object ID
202323059349101467
Schema version
2022v5.0
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 ReturnHeader

FieldValueIRS element (for citing)
Return2023-11-01T14:58:35-05:00ReturnTs
Tax Period End2022-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN910189318PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1MOSS ADAMS LLPBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line16565 AMERICAS PARKWAY NE STE 600AddressLine1Txt
CityALBUQUERQUECityNm
State AbbreviationNMStateAbbreviationCd
ZIP87110ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2022-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN850429439EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1MARSHALL L AND PERRINE D MCCUNEBusinessNameLine1Txt
Business Name Line2CHARITABLE FOUNDATION INCBusinessNameLine2Txt
FieldValueIRS element (for citing)
Business Name ControlMARSBusinessNameControlTxt
Phone5059838300PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1345 E ALAMEDA STAddressLine1Txt
CitySANTA FECityNm
State AbbreviationNMStateAbbreviationCd
ZIP875012229ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonCARLA ROMEROPersonNm
Person TitleEXECUTIVE DIRECTORPersonTitleTxt
Phone5059838300PhoneNum
Signature2023-10-16SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Signing Officer SigningOfficerGrp

Person Full Name PersonFullName

FieldValueIRS element (for citing)
Person FirstCARLAPersonFirstNm
Person LastROMEROPersonLastNm
FieldValueIRS element (for citing)
SSN999009999SSN
FieldValueIRS element (for citing)
IRS Responsible Prty Info CurrYes (1)IRSResponsiblePrtyInfoCurrInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonSTEVEN TALBOTPreparerPersonNm
PTINP01695427PTIN
Phone5058787200PhoneNum
Preparation2023-10-14PreparationDt

Additional Filer Information AdditionalFilerInformation

Trusted Customer TrustedCustomerGrp

FieldValueIRS element (for citing)
Trusted Customer2TrustedCustomerCd
Authentication Assurance LevelAAL1AuthenticationAssuranceLevelCd
Identity Assurance LevelIAL1IdentityAssuranceLevelCd
FieldValueIRS element (for citing)
Tax2022TaxYr
Build TS2023-04-26 12:10:37ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$84,541,275FMVAssetsEOYAmt
Method Of Accounting AccrualYes (X)MethodOfAccountingAccrualInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Schedule B Not RequiredYes (X)ScheduleBNotRequiredInd
Interest On Sav Rev And Expnss$169InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$169InterestOnSavNetInvstIncmAmt
Dividends Rev And Expnss$1,335,390DividendsRevAndExpnssAmt
Dividends Net Invst Incm$1,751,340DividendsNetInvstIncmAmt
Gross Rents Rev And Expnss$74,550GrossRentsRevAndExpnssAmt
Gross Rents Net Invst Incm$102,797GrossRentsNetInvstIncmAmt
Net Rental Income Or Loss$52,576NetRentalIncomeOrLossAmt
Net Gain Sale Ast Rev And Expnss$1,449,605NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$20,499,255GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$875,531CapGainNetIncmNetInvstIncmAmt
Other Income Rev And Expnss$89,043OtherIncomeRevAndExpnssAmt
Other Income Net Invst Incm-$1,022,755OtherIncomeNetInvstIncmAmt
Total Rev And Expnss$2,948,757TotalRevAndExpnssAmt
Total Net Invst Incm$1,707,082TotalNetInvstIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$153,285CompOfcrDirTrstRevAndExpnssAmt
Comp Ofcr Dir Trst Net Invst Incm$30,657CompOfcrDirTrstNetInvstIncmAmt
Comp Ofcr Dir Trst Dsbrs Chrtbl$122,628CompOfcrDirTrstDsbrsChrtblAmt
Oth Empl Slrs Wgs Rev And Expnss$305,611OthEmplSlrsWgsRevAndExpnssAmt
Oth Empl Slrs Wgs Net Invst Incm$2,295OthEmplSlrsWgsNetInvstIncmAmt
Oth Empl Slrs Wgs Dsbrs Chrtbl$303,316OthEmplSlrsWgsDsbrsChrtblAmt
Pension Empl Bnft Rev And Expnss$168,675PensionEmplBnftRevAndExpnssAmt
Pension Empl Bnft Net Invst Incm$16,867PensionEmplBnftNetInvstIncmAmt
Pension Empl Bnft Dsbrs Chrtbl$151,807PensionEmplBnftDsbrsChrtblAmt
Legal Fees Rev And Expnss$2,663LegalFeesRevAndExpnssAmt
Legal Fees Net Invst Incm$399LegalFeesNetInvstIncmAmt
Legal Fees Dsbrs Chrtbl$2,263LegalFeesDsbrsChrtblAmt
Accounting Fees Rev And Expnss$111,175AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$22,235AccountingFeesNetInvstIncmAmt
Accounting Fees Chrtbl Prps$88,940AccountingFeesChrtblPrpsAmt
Other Prof Fees Rev And Expnss$333,109OtherProfFeesRevAndExpnssAmt
Other Prof Fees Net Invst Incm$262,413OtherProfFeesNetInvstIncmAmt
Other Prof Fees Dsbrs Chrtbl$70,696OtherProfFeesDsbrsChrtblAmt
Interest Net Invst Incm$125,124InterestNetInvstIncmAmt
Taxes Rev And Expnss$10,789TaxesRevAndExpnssAmt
Taxes Net Invst Incm$30,255TaxesNetInvstIncmAmt
Taxes Dsbrs Chrtbl$0TaxesDsbrsChrtblAmt
Deprec And Dpltn Rev And Expnss$65,752DeprecAndDpltnRevAndExpnssAmt
Deprec And Dpltn Net Invst Incm$11,367DeprecAndDpltnNetInvstIncmAmt
Occupancy Rev And Expnss$52,839OccupancyRevAndExpnssAmt
Occupancy Net Invst Incm$5,284OccupancyNetInvstIncmAmt
Occupancy Dsbrs Chrtbl$47,556OccupancyDsbrsChrtblAmt
Trav Conf Meeting Rev And Expnss$36,541TravConfMeetingRevAndExpnssAmt
Trav Conf Meeting Net Invst Incm$4,412TravConfMeetingNetInvstIncmAmt
Trav Conf Meeting Dsbrs Chrtbl$32,129TravConfMeetingDsbrsChrtblAmt
Other Expenses Rev And Expnss$163,224OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$359,560OtherExpensesNetInvstIncmAmt
Other Expenses Dsbrs Chrtbl$116,792OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$1,403,663TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$870,868TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$936,127TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$3,571,974ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$3,572,300ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$4,975,637TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$870,868TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$4,508,427TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses-$2,026,880ExcessRevenueOverExpensesAmt
Net Investment Income$836,214NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$55CashBOYAmt
Cash EOY$82CashEOYAmt
Cash EOYFMV$82CashEOYFMVAmt
Sav And Temp Cash Invst BOY$2,952,820SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$1,320,906SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$1,320,906SavAndTempCashInvstEOYFMVAmt
Acct Rcvbl$2,668AcctRcvblAmt
Acct Rcvbl BOY$152,629AcctRcvblBOYAmt
Acct Rcvbl EOY$2,668AcctRcvblEOYAmt
Acct Rcvbl EOYFMV$2,668AcctRcvblEOYFMVAmt
Prepaid Expenses BOY$5,397PrepaidExpensesBOYAmt
Prepaid Expenses EOY$12,968PrepaidExpensesEOYAmt
Prepaid Expenses EOYFMV$12,968PrepaidExpensesEOYFMVAmt
US Government Obligations BOY$5,131,708USGovernmentObligationsBOYAmt
US Government Obligations EOY$4,600,570USGovernmentObligationsEOYAmt
US Govt Obligations EOYFMV$4,600,570USGovtObligationsEOYFMVAmt
Corporate Stock BOY$44,660,623CorporateStockBOYAmt
Corporate Stock EOY$37,905,502CorporateStockEOYAmt
Corporate Stock EOYFMV$37,905,502CorporateStockEOYFMVAmt
Corporate Bonds BOY$4,811,782CorporateBondsBOYAmt
Corporate Bonds EOY$3,160,003CorporateBondsEOYAmt
Corporate Bonds EOYFMV$3,160,003CorporateBondsEOYFMVAmt
Invst Land Cost Or Other Basis$890,000InvstLandCostOrOtherBasisAmt
Land Bldg Investments BOY$890,000LandBldgInvestmentsBOYAmt
Land Bldg Investments EOY$890,000LandBldgInvestmentsEOYAmt
Land Bldg Investments EOYFMV$890,000LandBldgInvestmentsEOYFMVAmt
Other Investments BOY$41,890,454OtherInvestmentsBOYAmt
Other Investments EOY$34,181,204OtherInvestmentsEOYAmt
Other Investments EOYFMV$34,181,204OtherInvestmentsEOYFMVAmt
Land Bldg Equip Cost Or Other Bss$3,431,375LandBldgEquipCostOrOtherBssAmt
Land Bldg Equip Accum Deprec$1,775,385LandBldgEquipAccumDeprecAmt
Land BOY$1,719,761LandBOYAmt
Land EOY$1,655,990LandEOYAmt
Land EOYFMV$1,655,990LandEOYFMVAmt
Other Assets BOY$2,726,155OtherAssetsBOYAmt
Other Assets EOY$811,382OtherAssetsEOYAmt
Other Assets EOYFMV$811,382OtherAssetsEOYFMVAmt
Total Assets BOY$104,941,384TotalAssetsBOYAmt
Total Assets EOY$84,541,275TotalAssetsEOYAmt
Total Assets EOYFMV$84,541,275TotalAssetsEOYFMVAmt
Accounts Payable BOY$263,345AccountsPayableBOYAmt
Accounts Payable EOY$128,082AccountsPayableEOYAmt
Other Liabilities BOY$2,226,396OtherLiabilitiesBOYAmt
Other Liabilities EOY$17,903OtherLiabilitiesEOYAmt
Total Liabilities BOY$2,489,741TotalLiabilitiesBOYAmt
Total Liabilities EOY$145,985TotalLiabilitiesEOYAmt
Organization Follows FASB117Yes (X)OrganizationFollowsFASB117Ind
No Donor Rstr Net Assests BOY$102,451,643NoDonorRstrNetAssestsBOYAmt
No Donor Rstr Net Assests EOY$84,395,290NoDonorRstrNetAssestsEOYAmt
Tot Net Ast Or Fund Balances BOY$102,451,643TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$84,395,290TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$104,941,384TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$84,541,275TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$102,451,643TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses-$2,026,880ExcessRevenueOverExpensesAmt
Other Increases$0OtherIncreasesAmt
Subtotal$100,424,763SubtotalAmt
Other Decreases$16,029,473OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$84,395,290TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (90 entries)

PropertyPropertyDescHow AcquiredHowAcquiredCdAcquiredAcquiredDtSoldSoldDtGross Sales PriceGrossSalesPriceAmtCost Or Other BasisCostOrOtherBasisAmtGain Or LossGainOrLossAmtGains Minus Excess Or LossesGainsMinusExcessOrLossesAmt
ABBOTT LABORATORIESP2021-01-012022-06-08$70,788$84,501-$13,713-$13,713
ADAMS ST PTNR 2007 NON-US FD, LPP2021-01-012022-03-01$61,452$61,452$0$0
ADAMS ST PTNR 2007 NON-US FD, LPP2021-01-012022-06-24$38,976$38,976$0$0
ADAMS ST PTNR 2007 NON-US FD, LPP2021-01-012022-11-10$7,982$7,982$0$0
ADAMS ST PTNR 2007 US FD, LPP2021-01-012022-03-01$75,965$75,965$0$0
ADAMS ST PTNR 2007 US FD, LPP2021-01-012022-09-16$36,900$36,900$0$0
ADAMS STREET PARTNERSHIP FUND-2002P2021-01-012022-11-10$8,185$8,185$0$0
ADAMS STREET PARTNERSHIP FUND-2002P2021-01-012022-12-06$11,951$11,951$0$0
AIR PRODUCTS & CHEMICALSP2021-01-012022-05-26$69,804$84,530-$14,726-$14,726
ALLSPRING GOVERNMENTP2021-01-012022-12-30$10,544,369$10,544,369$0$0
AQR MANAGED FUTURES STRATEGY FUNDP2021-01-012022-05-27$800,000$780,391$19,609$19,609
ARTISAN INTERNATIONAL VALUE FUNDP2021-01-012022-03-18$700,000$656,221$43,779$43,779
ARTISAN INTERNATIONAL VALUE FUNDP2021-01-012022-11-16$47,705$47,705$47,705
ARTISAN INTERNATIONAL VALUE FUNDP2021-01-012022-11-16$286$286$286
BERKSHIRE HATHAWAY FINP2021-01-012022-01-12$83,811$80,856$2,955$2,955
BLACKROCK TEMPUS FUND, LTD.P2021-01-012022-07-29$31,572$40,732-$9,160-$9,160
BLACKROCK TEMPUS FUND, LTD.P2021-01-012022-08-29$11,528$14,863-$3,335-$3,335
BRINSON PARTNERSHIP FUND - 2000P2021-01-012022-12-29$12,217$12,217$0$0
BRINSON PARTNERSHIP FUND - 2001P2021-01-012022-03-31$82,381$82,381$0$0
BRINSON PARTNERSHIP FUND 2003P2021-01-012022-03-31$57,209$57,209$0$0
BRINSON PARTNERSHIP FUND 2003P2021-01-012022-12-13$6,967$16,630-$9,663-$9,663
BRINSON PARTNERSHIP FUND 2004P2021-01-012022-03-31$57,866$57,866$0$0
BRINSON PARTNERSHIP FUND LPP2021-01-012022-03-31$26,664$26,664$0$0
BRISTOL-MYERS SQUIBB COP2021-01-012022-06-03$65,958$80,519-$14,561-$14,561
CARRIER GLOBAL CORPP2021-01-012022-02-02$41,472$42,457-$985-$985
CHUBB INA HOLDINGS INCP2021-01-012022-03-02$44,598$47,272-$2,674-$2,674
CLASS ACTION PROCEEDSP2021-01-012022-07-14$363$363$363
DUKE ENERGY CAROLINASP2021-01-012022-01-12$84,139$83,318$821$821
ENTERPRISE PRODUCTS OPERP2021-01-012022-01-12$47,232$45,486$1,746$1,746
FEDEX CORPP2021-01-012022-01-12$50,423$52,166-$1,743-$1,743
FIRST EAGLE OVERSEAS FUNDP2021-01-012022-12-02$63,974$63,974$63,974
FLORENCE CNTY SC PUBLIC FACS CP2021-01-012022-10-03$90,000$90,000$0$0
HOME DEPOT INCP2021-01-012022-03-02$50,079$54,506-$4,427-$4,427
INTEL CORPP2021-01-012022-08-03$140,790$151,463-$10,673-$10,673
MASTERCARD INCP2021-01-012022-03-02$104,186$111,709-$7,523-$7,523
MERCK & CO INCP2021-01-012022-07-05$66,847$80,637-$13,790-$13,790
MET WTR DIST UT SALT LAKE & SAP2021-01-012022-01-12$164,281$165,446-$1,165-$1,165
MFS INTERNATIONAL EQUITY FUND #403P2021-01-012022-03-18$700,000$591,062$108,938$108,938
MFS INTERNATIONAL EQUITY FUND #403P2021-01-012022-12-09$8,891$8,891$8,891
MFS INTERNATIONAL EQUITY FUND #403P2021-01-012022-12-09$214$214$214
NEXTERA ENERGY CAPITALP2021-01-012021-12-22$0$0
NORTH CAROLINA ST HSG FIN AGYP2021-01-012022-04-01$5,000$5,000$0$0
NORTH CAROLINA ST HSG FIN AGYP2021-01-012022-07-01$165,000$165,000$0$0
PENNSYLVANIA ST UNIVP2021-01-012022-03-03$120,000$121,478-$1,478-$1,478
PRINCIPAL DIVERSIFIED REAL ASSETP2021-01-012022-12-21$179,155$179,155$179,155
PROLOGIS LPP2021-01-012022-03-02$35,040$36,587-$1,547-$1,547
QUANTUM ENERGY PARTNERS V, LPP2021-01-012022-06-15$21,075$21,075$0$0
RENAISSANCE INSTITUTIONAL EQUITIESP2021-01-012022-07-29$800,000$800,000$0$0
SEMPRA ENERGYP2021-01-012022-11-08$85,001$99,603-$14,602-$14,602
SHELL INTERNATIONAL FINP2021-01-012022-12-07$88,434$102,619-$14,185-$14,185
STATE STREET CORPP2021-01-012022-03-02$155,479$164,412-$8,933-$8,933
T. ROWE PRICE NEW ERA FUND CLASS IP2021-01-012022-08-15$500,000$422,018$77,982$77,982
T. ROWE PRICE NEW ERA FUND CLASS IP2021-01-012022-12-16$1,274$1,274$1,274
TARGET CORPP2021-01-012022-06-06$58,952$74,316-$15,364-$15,364
THERMO FISHER SCIENTIFICP2021-01-012022-06-08$40,598$50,989-$10,391-$10,391
UNITED TECHNOLOGIES CORPP2021-01-012022-01-06$87,248$84,389$2,859$2,859
US TREASURY BONDP2021-01-012022-03-03$28,175$28,581-$406-$406
US TREASURY BONDP2021-01-012022-03-03$82,160$83,297-$1,137-$1,137
US TREASURY BONDP2021-01-012022-03-03$88,484$94,288-$5,804-$5,804
US TREASURY BONDP2021-01-012022-05-19$39,561$44,343-$4,782-$4,782
US TREASURY BONDP2021-01-012022-10-27$71,456$98,809-$27,353-$27,353
US TREASURY BONDP2021-01-012022-10-27$14,510$20,156-$5,646-$5,646
US TREASURY BONDP2021-01-012022-11-14$41,613$47,081-$5,468-$5,468
US TREASURY BONDP2021-01-012022-11-28$12,464$16,125-$3,661-$3,661
US TREASURY NOTEP2021-01-012022-01-20$100,133$101,797-$1,664-$1,664
US TREASURY NOTEP2021-01-012022-01-20$49,754$49,984-$230-$230
US TREASURY NOTEP2021-01-012022-03-03$56,334$58,968-$2,634-$2,634
US TREASURY NOTEP2021-01-012022-03-03$198,086$199,047-$961-$961
US TREASURY NOTEP2021-01-012022-04-18$44,469$44,986-$517-$517
US TREASURY NOTEP2021-01-012022-06-16$19,702$19,994-$292-$292
US TREASURY NOTEP2021-01-012022-08-10$135,937$151,003-$15,066-$15,066
US TREASURY NOTEP2021-01-012022-10-14$49,477$49,984-$507-$507
US TREASURY NOTEP2021-01-012022-10-14$78,628$78,753-$125-$125
US TREASURY NOTEP2021-01-012022-10-21$147,867$148,688-$821-$821
VERIZON COMMUNICATIONSP2021-01-012022-02-03$104,543$109,217-$4,674-$4,674
WARREN CNTY KY HOSP REVENUEP2021-01-012022-01-12$83,507$84,458-$951-$951
BLACKROCK TEMPUS FUND, LTD.P2021-01-012022-12-31$196,889$313,734-$116,845-$116,845
MAGNETAR CAPITAL FUNDP2021-01-012022-12-31$1,267$1,881-$614-$614
ADAMS ST PTNR 2007 DIRECT FD, LPP2021-01-012022-08-16$43,925$43,925$43,925
ADAMS ST PTNR 2007 NON-US FD LPP2021-01-012022-06-24$10,869$10,869$10,869
ADAMS ST PTNR 2007 NON-US FD LPP2021-01-012022-11-10$33,168$33,168$33,168
ADAMS ST PTNR 2007 US FD, LPP2021-01-012022-09-16$30,583$30,583$30,583
QUANTUM ENERGY PARTNERS V, LPP2021-01-012022-02-07$971,518$971,518$971,518
QUANTUM ENERGY PARTNERS V, LPP2021-01-012022-06-15$1,875$1,875$1,875
QUANTUM ENERGY PARTNERS V, LPP2021-01-012022-09-30$44,349$44,349$44,349
RESOURCE LAND FUND IV, LLCP2021-01-012022-03-31$56,000$56,000$56,000
RESOURCE LAND FUND IV, LLCP2021-01-012022-07-06$22,763$22,763$22,763
RESOURCE LAND FUND IV, LLCP2021-01-012022-12-15$48,800$48,800$48,800
CAPITAL GAINS FROM K-1P2021-12-312022-12-31$680,108$680,108$680,108
ADJUSTMENT FOR BOOK LIMITED PARTNERSHIP AMOUNTP2021-12-312022-12-31$1,254,182-$1,254,182-$1,254,182
FieldValueIRS element (for citing)
Capital Gain Net Income$875,531CapitalGainNetIncomeAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$11,623InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$11,623SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$11,623TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$131,394EstimatedPlusOvpmtIncmTxAmt
Exempt Frgn Org Tax Wthld At Srce$0ExemptFrgnOrgTaxWthldAtSrceAmt
Extsn Request Income Tax Paid$0ExtsnRequestIncomeTaxPaidAmt
Backup Withholding Withheld$0BackupWithholdingWithheldAmt
Total Payments And Credits$131,394TotalPaymentsAndCreditsAmt
Es Penalty$0EsPenaltyAmt
Overpayment$119,771OverpaymentAmt
Applied To ES Tax$40,000AppliedToESTaxAmt
Refund$79,771RefundAmt

Statements Regarding Acty StatementsRegardingActyGrp

FieldValueIRS element (for citing)
Legislative Political Acty0LegislativePoliticalActyInd
More Than100 Spent0MoreThan100SpentInd
Form1120 POL Filed0Form1120POLFiledInd
Section4955 Organization Tax$0Section4955OrganizationTaxAmt
Section4955 Managers Tax$0Section4955ManagersTaxAmt
Tax Reimbursed$0TaxReimbursedAmt
Activities Not Previously Rpt0ActivitiesNotPreviouslyRptInd
Changes To Articles Or Bylaws0ChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over LimitYes (1)UnrelatedBusIncmOverLimitInd
Form990 T FiledYes (1)Form990TFiledInd
Organization Dissolved Etc0OrganizationDissolvedEtcInd
Section508e Rqr SatisfiedYes (1)Section508eRqrSatisfiedInd
At Least5000 In AssetsYes (1)AtLeast5000InAssetsInd
Org Report Or Register StateNMOrgReportOrRegisterStateCd
Org Report Or Register StateCAOrgReportOrRegisterStateCd
Form990 PF Filed With Atty GenYes (1)Form990PFFiledWithAttyGenInd
Private Operating Foundation0PrivateOperatingFoundationInd
New Substantial Contributors0NewSubstantialContributorsInd
Own Controlled EntityYes (1)OwnControlledEntityInd
Donor Advised Fund0DonorAdvisedFundInd
Comply With Public Insp RqrYes (1)ComplyWithPublicInspRqrInd
Website AddressWWW.NMMCCUNE.ORGWebsiteAddressTxt
Individual With BooksMCCUNE CHARITABLE FOUNDATIONIndividualWithBooksNm
Phone5059838300PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line1345 E ALAMEDA STAddressLine1Txt
CitySANTA FECityNm
State AbbreviationNMStateAbbreviationCd
ZIP875012229ZIPCd
FieldValueIRS element (for citing)
Foreign Accounts Question0ForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

FieldValueIRS element (for citing)
Sale Or Exch Disqualified Prsn0SaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified Prsn0BrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified Prsn0FurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified PrsnYes (1)PayCompDisqualifiedPrsnInd
Transfer Ast Disqualified Prsn0TransferAstDisqualifiedPrsnInd
Payment To Government Official0PaymentToGovernmentOfficialInd
Acts Fail To Qlfy As Exceptions0ActsFailToQlfyAsExceptionsInd
Uncorrected Prior Acts0UncorrectedPriorActsInd
Undistributed Income PY0UndistributedIncomePYInd
Business HoldingsYes (1)BusinessHoldingsInd
Excess Business Holdings0ExcessBusinessHoldingsInd
Jeopardy Investments0JeopardyInvestmentsInd
Uncorrected PY Jeopardy Invst0UncorrectedPYJeopardyInvstInd
Influence Legislation0InfluenceLegislationInd
Influence Election0InfluenceElectionInd
Grants To Individuals0GrantsToIndividualsInd
Grants To Organizations0GrantsToOrganizationsInd
Noncharitable Purpose0NoncharitablePurposeInd
Transactions Fail To Qlfy As Exc0TransactionsFailToQlfyAsExcInd
Rcv Fnds To Pay Prsnl Bnft Cntrct0RcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft Cntrct0PayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTransInd
Subj To Tax Rmnrtn Ex Prcht Pymt0SubjToTaxRmnrtnExPrchtPymtInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (8 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
CARLA M ROMERO
345 EAST ALAMEDA STREETSANTA FENM875012229EXECUTIVE DIRECTOR40.00$153,285$44,780$0
SUSAN M LOSINGER
345 EAST ALAMEDA STREETSANTA FENM875012229BOARD CHAIR5.00$0$0$0
MICHELLE MCCUNE
345 EAST ALAMEDA STREETSANTA FENM875012229VICE CHAIR (FEB-DEC)5.00$0$0$0
AARON CATHEY
345 EAST ALAMEDA STREETSANTA FENM875012229DIRECTOR2.00$0$0$0
DAVID M EDWARDS
345 EAST ALAMEDA STREETSANTA FENM875012229DIRECTOR5.00$0$0$0
JAMES M EDWARDS
345 EAST ALAMEDA STREETSANTA FENM875012229DIRECTOR2.00$0$0$0
JOHN R LOSINGER
345 EAST ALAMEDA STREETSANTA FENM875012229DIRECTOR2.00$0$0$0
JOHN M EDWARDS
345 EAST ALAMEDA STREETSANTA FENM875012229VICE CHAIR (JAN & FEB), DIRECTOR5.00$0$0$0

Compensation Highest Paid Empl CompensationHighestPaidEmplGrp (3 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee BenefitsEmployeeBenefitsAmtExpense AccountExpenseAccountAmt
HENRY RAEL
345 EAST ALAMEDA STREETSANTA FENM875012229DIRECTOR OF STRATEGY40.00$132,965$45,624$0
ALLISON OWENS-HAGERMAN
345 EAST ALAMEDA STREETSANTA FENM875012229DIRECTOR OF LEARNING40.00$92,165$26,871$0
ERNESTO TORRES
345 EAST ALAMEDA STREETSANTA FENM875012229DIRECTOR OF GRANTMAK40.00$80,916$13,677$0
FieldValueIRS element (for citing)
Other Employee Paid Over50k0OtherEmployeePaidOver50kCnt

Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp (2 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdService TypeServiceTypeTxtCompensationCompensationAmt
CAMBRIDGE ASSOCIATES LLC
PO BOX 412015BOSTONMA022412015INVESTMENT ADVISORS$175,000
MOSS ADAMS LLP
999 THIRD AVENUE SUITE 2800SEATTLEWA98104AUDIT/TAX SERVICES$72,897
FieldValueIRS element (for citing)
Contractor Paid Over50k0ContractorPaidOver50kCnt

Sum Of Program Related Invst SumOfProgramRelatedInvstGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$52,135,680AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$2,400,352AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$31,040,947FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$85,576,979TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$85,576,979AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$1,283,655CashDeemedCharitableAmt
Net Vl Noncharitable Assets$84,293,324NetVlNoncharitableAssetsAmt
Minimum Investment Return$4,214,666MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$4,214,666MinimumInvestmentReturnAmt
Tax Based On Investment Income$11,623TaxBasedOnInvestmentIncomeAmt
Income Tax$89,113IncomeTaxAmt
Total Tax$100,736TotalTaxAmt
Distributable Before Adj$4,113,930DistributableBeforeAdjAmt
Recoveries Qualfied Distri$326RecoveriesQualfiedDistriAmt
Distributable Before Ded$4,114,256DistributableBeforeDedAmt
Deduction From Distributable$0DeductionFromDistributableAmt
Distributable As Adjusted$4,114,256DistributableAsAdjustedAmt

PF Qualifying Distributions PFQualifyingDistributionsGrp

FieldValueIRS element (for citing)
Expenses And Contributions$4,508,427ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Qualifying Distributions$4,508,427QualifyingDistributionsAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$4,114,256DistributableAsAdjustedAmt
Undistributed Income PY$0UndistributedIncomePYAmt
Total For Prior Years$0TotalForPriorYearsAmt
Excess Distribution Cyov Yr5$1,080,845ExcessDistributionCyovYr5Amt
Excess Distribution Cyov Yr4$580,108ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr3$552,938ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr2$1,330,440ExcessDistributionCyovYr2Amt
Total Excess Distribution Cyov$3,544,331TotalExcessDistributionCyovAmt
Qualifying Distributions$4,508,427QualifyingDistributionsAmt
Applied To Year1$0AppliedToYear1Amt
Applied To Prior Years$0AppliedToPriorYearsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$4,114,256AppliedToCurrentYearAmt
Remaining Distri From Corpus$394,171RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus$0ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$0ExcessDistributionCyovAppCYAmt
Total Corpus$3,938,502TotalCorpusAmt
Prior Year Undistributed Incm$0PriorYearUndistributedIncmAmt
Prior Year Deficiency Or Tax$0PriorYearDeficiencyOrTaxAmt
Taxable1$0Taxable1Amt
Taxable2$0Taxable2Amt
Undistributed Income CY$0UndistributedIncomeCYAmt
Corpus Distri170b1 E Or4942g3$0CorpusDistri170b1EOr4942g3Amt
Excess Distri Cyov From Yr5$1,080,845ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$2,857,657ExcessDistriCyovToNextYrAmt
Excess From Year4$580,108ExcessFromYear4Amt
Excess From Year3$552,938ExcessFromYear3Amt
Excess From Year2$1,330,440ExcessFromYear2Amt
Excess From Current Year$394,171ExcessFromCurrentYearAmt

Supplementary Information SupplementaryInformationGrp

Application Submission Info ApplicationSubmissionInfoGrp

FieldValueIRS element (for citing)
Recipient PersonERNESTO TORRESRecipientPersonNm

Recipient US Address RecipientUSAddress

FieldValueIRS element (for citing)
Address Line1345 E ALAMEDA STAddressLine1Txt
CitySANTA FECityNm
State AbbreviationNMStateAbbreviationCd
ZIP87501ZIPCd
FieldValueIRS element (for citing)
Recipient Phone5059838300RecipientPhoneNum
Recipient Email AddressGRANTS@NMMCCUNE.ORGRecipientEmailAddressTxt
Form And Info And MaterialsSEE SCHEDULE OFormAndInfoAndMaterialsTxt
Submission DeadlinesSEE SCHEDULE OSubmissionDeadlinesTxt
Restrictions On AwardsSEE SCHEDULE ORestrictionsOnAwardsTxt

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (178 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmtAddress Line2RecipientUSAddress/AddressLine2Txt
501(C)PA
3900 OSUNA RD NE STE 260ALBUQUERQUENM87109PCGENERAL OPERATING SUPPORT$35,000
501(C)PA
3900 OSUNA RD NE STE 260ALBUQUERQUENM87109PCGENERAL OPERATING SUPPORT (ERC PROJECT)$5,000
ALBUQUERQUE COMMUNITY FOUNDATION FISCAL SPONSOR FOR NEW MEXICO FUNDERS COLL
PO BOX 25266ALBUQUERQUENM87125PCEDUCATE2ELEVATE GRANT (POOLED FUND)$5,000
ALBUQUERQUE INTERFAITH
PO BOX 25901ALBUQUERQUENM87125PCGENERAL OPERATING SUPPORT (BUILDING A TEAM OF SOUTH VALLEY LEADERS TO IMPROVE PUBLIC EDUCATION AND MENTAL HEALTH)$25,000
ALIANZA AGRI-CULTURA DE TAOS
PO BOX 2949TAOSNM87571PCGENERAL OPERATING SUPPORT$10,000
ALMA (APPRENTICESHIPS FOR LEADERS IN MOSAIC ARTS)
PO BOX 12885ALBUQUERQUENM87195PCGENERAL OPERATING SUPPORT$25,000
AMIGOS BRAVOS
PO BOX 238TAOSNM87571PCGENERAL OPERATING SUPPORT$10,000
ANIMAL PROTECTION OF NEW MEXICO INC
PO BOX 11395ALBUQUERQUENM87192PCGENERAL OPERATING SUPPORT (RAMAH NAVAJO CHAPTER)$20,000
APS EDUCATION FOUNDATION FISCAL SPONSOR FOR ANY GIVEN CHILD ABQ
PO BOX 25704ALBUQUERQUENM87125PCGENERAL OPERATING SUPPORT (IMPLEMENTATION OF AGCA ARTS EDUCATION PROGRAMMING)$10,000
APS EDUCATION FOUNDATION
PO BOX 25704ALBUQUERQUENM87125PCGENERAL OPERATING SUPPORT (OUTDOOR EDUCATION SUMMER INSTITUTE)$10,000
ARMIJO ELEMENTARY SCHOOL
1440 GATEWOOD ROAD SWALBUQUERQUENM87105GOVPE EQUIPMENT$2,500
BRIDGE TO HEALTH NM
33A THANPI TSIDE POEBOSTONMA87506PCGENERAL OPERATING SUPPORT (STRATEGIC PLAN IMPLEMENTATION)$10,000
CARRIZOZO WORKS INC
PO BOX 1036CARRIZOZONM88301PCGENERAL OPERATING SUPPORT$10,000
CASA DE PEREGRINOS INC
999 WEST AMADOR SUITE FLAS CRUCESNM88005PCGENERAL OPERATING SUPPORT (FOOD PURCHASES FOR DISTRIBUTION TO LOW INCOME FAMILIES AND FAMILIES FACING FINANCIAL EMERGENCY)$2,500
CENTER FOR HEALTH INNOVATION
301 W COLLEGE AVE SUITE 8SILVER CITYNM88061PCGENERAL OPERATING SUPPORT (BUILDING NMCDC CAPACITY IN FOOD, HOUSING AND BEHAVIORAL HEALTH TO IMPROVE COVID RESPONSE AND COMMUNITY REBUILDING)$25,000
CENTER OF SOUTHWEST CULTURE INC FISCAL SPONSOR FOR IMMASTAR PRODUCTIONS
505 MARQUETTE AVE NW STE 1610ALBUQUERQUENM871022158PCGENERAL OPERATING SUPPORT (THE ARTIST FACTORY)$3,000
CENTER OF SOUTHWEST CULTURE FISCAL SPONSOR FOR NEW MEXICO OUT-OF-SCHOOL TIM
505 MARQUETTE AVE NW STE 1610ALBUQUERQUENM871022158PCGENERAL OPERATING SUPPORT$25,000
CENTER OF SOUTHWEST CULTURE INC
505 MARQUETTE AVE NW STE 1610ALBUQUERQUENM871022158PCGENERAL OPERATING SUPPORT (SERVICES TO NM'S NON-PROFIT SECTOR)$35,000
CENTER OF SOUTHWEST CULTURE INC FISCAL SPONSOR FOR PUEBLO RESURGENTS
505 MARQUETTE AVE NW STE 1610ALBUQUERQUENM871022158PCGENERAL OPERATING SUPPORT (COOL BOT)$5,000
CENTER OF SOUTHWEST CULTURE INC FISCAL SPONSOR FOR UNM COMMUNITY ENGAGEME
505 MARQUETTE AVE NW STE 1610ALBUQUERQUENM871022158PCGENERAL OPERATING SUPPORT (FOOD AS MEDICINE: A COMMUNITY ENGAGED APPROACH FOR NM SCHOOLS)$25,000
CENTER OF SOUTHWEST CULTURE INC FOR COOPERATIVE DEVELOPMENT CENTER (CODEC
505 MARQUETTE AVE NW STE 1610ALBUQUERQUENM871022158PCGENERAL OPERATING SUPPORT (CORE PROGRAMS, ESSENTIAL STAFF, SUPPLIES, ADMINISTRATION, TRAVEL)$15,000
CHAINBREAKER COLLECTIVE
1500 5TH ST UNIT 12SANTA FENM87505PCGENERAL OPERATING SUPPORT$30,000
CHAMA PEAK LAND ALLIANCE
PO BOX 5701PAGOSA SPRINGSCO81147PCGENERAL OPERATING SUPPORT$3,000
CHILDREN'S GRIEF CENTER OF NEW MEXICO INC
4125 CARLISLE BOULEVARD NEALBUQUERQUENM87107PCGENERAL OPERATING SUPPORT (CAPITAL CAMPAIGN - RENOVATION OF THE CENTER FOR HOPE AND HEALING)$5,000
CHILDREN'S READING ALLIANCE
3880 FOOTHILLS RD SUITE ALAS CRUCESNM88011PCGENERAL OPERATING SUPPORT (FIRST TEACHER/PRIMER MAESTRO PROGRAM)$3,000
CIUDAD SOIL & WATER CONSERVATION DISTRICT FISCAL SPONSOR FOR NM2050
PO BOX 93463ALBUQUERQUENM87199GOVGENERAL OPERATING SUPPORT (SOUTH VALLEY FARMER SUPPORT)$5,000
CIUDAD SOIL & WATER CONSERVATION DISTRICT FOR ARID LOW IMPACT DEVELOPMENT C
PO BOX 93463ALBUQUERQUENM87199GOVGENERAL OPERATING SUPPORT [GREEN STORMWATER INFRASTRUCTURE (GSI) FUND ANALYSIS RFP]$2,500
CLIMATE ADVOCATES VOCES UNIDAS DBA CAVU
518 OLD SANTA FE TRAIL STE 1-405SANTA FENM87505PCGENERAL OPERATING SUPPORT (CLIMATE INNOVATION CHALLENGE)$10,000
COLORADO PLATEAU FOUNDATION
113 E BIRCH AVENUEFLAGSTAFFAZ86001PCGENERAL OPERATING SUPPORT$30,000
COMMUNITY LEARNING NETWORK
PO BOX 33423SANTA FENM87594PCGENERAL OPERATING SUPPORT (DIVERSITY AND EQUITY IN STEAM EDUCATION AND CAREER PATHWAYS)$25,000
COMPOSTELA COMMUNITY & FAMILY CULTURAL INSTITUTE
PO BOX 277ARROYO SECONM87514PCGENERAL OPERATING SUPPORT (INCREASING COMMUNITY CAPACITY THROUGH CHW TRAINING, ACCREDITATION & SUPPORT)$25,000
CONSERVATION LEGACY
701 CAMINO DEL RIO SUITE 101DURANGOCO81301PCGENERAL OPERATING SUPPORT (PROVIDE CULTURALLY BASED AND RELEVANT MENTAL HEALTH SERVICES FOR INDIGENOUS YOUNG PEOPLE)$25,000
CORNERSTONES COMMUNITY PARTNERSHIPS
PO BOX 2341SANTA FENM875042341PCGENERAL OPERATING SUPPORT (CALF CANYON/HERMITS PEAK FIRE HERITAGE RESTORATION)$2,500
CORNERSTONES COMMUNITY PARTNERSHIPS
PO BOX 2341SANTA FENM875042341PCGENERAL OPERATING SUPPORT (PRESERVING NEW MEXICO'S UNIQUE CULTURAL HERITAGE)$15,000
COTTONWOOD GULCH EXPEDITIONS
9223 4TH ST NWALBUQUERQUENM87114PCGENERAL OPERATING SUPPORT (TO PROVIDE OPERATIONAL AND ADMINISTRATIVE SUPPORT TO RUN OUR PLACE-BASED OUTDOOR EDUCATION PROGRAMS)$10,000
CRUCES CREATIVES
205 E LOHMAN AVENUELAS CRUCESNM88001PCCO-OP CAPITAL LOAN PROGRAM$10,000
CUIDANDO LOS NINOS
PO BOX 12786ALBUQUERQUENM87195PCGENERAL OPERATING (EARLY CHILDHOOD & FAMILY DEVELOPMENT)$25,000
DARK CIRCLES CONTEMPORARY DANCE
4234 KALANCHO CTLAS CRUCESNM88011PCGENERAL OPERATING SUPPORT (ARTS LAB DESERT PEAKS 2022)$2,000
DONA ANA VILLAGE HISTORIC PRESERVATION COMMITTEE
PO BOX 1062DONA ANANM88032PCGENERAL PROGRAM SUPPORT (CULTURAL, COMMUNITY ENGAGEMENT AND YOUTH OUTREACH PROGRAMS)$5,000
DUAL LANGUAGE EDUCATION OF NEW MEXICO
PO BOX 91508ALBUQUERQUENM87199PCGENERAL OPERATING SUPPORT (MAINTAINING CORE PROGRAMS FOR TEACHER AND STUDENT LEADERS)$5,000
EARTH CARE INTERNATIONAL
6600 VALENTINE WAY BUILDING ASANTA FENM87507PCGENERAL OPERATING SUPPORT$10,000
EARTH ISLAND INSTITUTE INC FISCAL SPONSOR FOR CASTANEA FELLOWSHIP
2150 ALLSTON WAY SUITE 460BERKELEYCA94704PCFELLOWSHIP SOLIDARITY IMMERSION, ALBUQUERQUE NM, 9/12-17, 2022$4,400
EL CALVARIO UNITED METHODIST CHURCH
316 N CAMPO STLAS CRUCESNM88001PCGENERAL OPERATING SUPPORT (COMMERCIAL KITCHEN INCUBATOR)$5,000
EL PUENTE DE ENCUENTROS
500 MARQUETTE AVE NW STE 1200ALBUQUERQUENM87102PCGENERAL OPERATING SUPPORT (OFFICE SPACE)$2,925
ENLACE COMUNITARIO FISCAL SPONSOR FOR INTIMATE PARTNER VIOLENCE PREVENTION
PO BOX 8919ALBUQUERQUENM87198PCGENERAL OPERATING SUPPORT (CONVENING)$4,000
ENLACE COMUNITARIO
PO BOX 8919ALBUQUERQUENM87198PCGENERAL OPERATING SUPPORT$25,000
ENVIRONMENTAL EDUCATION ASSOCIATION OF NEW MEXICO
PO BOX 36958ALBUQUERQUENM871766958PCGENERAL OPERATING SUPPORT (MAINTAINING CORE PROGRAMS AND ESSENTIAL STAFF)$25,000
ESCUELA DEL SOL MONTESSORI INC HARWOOD ART CENTER
1114 7TH ST NWALBUQUERQUENM87102PCGENERAL OPERATING SUPPORT (CORE STAFF AND ARTISTS)$25,000
EXPLORA SCIENCE CENTER & CHILDREN'S MUSEUM OF ALBUQUERQUE
1701 MOUNTAIN RD NWALBUQUERQUENM87104PCGENERAL OPERATING SUPPORT$25,000
FARM TO TABLE INC
518 OLD SANTA FE TRAIL SUITE 1 BOXSANTA FENM87505PCGENERAL OPERATING SUPPORT (TRANSFORMING NM'S FOOD SYSTEM: WORKING COLLABORATIVELY TO EXPAND OPPORTUNITIES AND CREATE AN EQUITABLE FOOD SYSTEM)$25,000171
FARM TO TABLE INC ESPANOLA FARMERS MARKET EDUCATIONAL AND CULTURAL ASSOCI
518 OLD SANTA FE TRAIL SUITE 1 BOXSANTA FENM87505PCGENERAL OPERATING SUPPORT$3,500171
FII - NATIONAL (FOR UPTOGETHER)
PO BOX 71363OAKLANDCA94612PCGENERAL OPERATING SUPPORT (NM UNIVERSAL BASIC INCOME COLLABORATIVE PILOT PROJECT)$25,000
FIRST SERVE - NM INC
PO BOX 31904SANTA FENM87594PCGENERAL OPERATING SUPPORT (TENNIS AND TUTORING PROGRAM)$2,500
FRIENDS OF QUESTA PUBLIC LIBRARY
PO BOX 251QUESTANM87556PCGENERAL OPERATING SUPPORT (PHASE 2 LANDSCAPING PROJECT)$3,000
FUTURE FOCUSED EDUCATION
C/O FATPIPE ABQ 200 BROADWAY NEALBUQUERQUENM87102PCGENERAL OPERATING SUPPORT$60,000
GALLINA RESEARCH INSTITUTE FOR INDIGENOUS TECHNOLOGY
3225 PALOMAS DR NEALBUQUERQUENM87110PCGENERAL OPERATING SUPPORT (STRATEGIC PLANNING, BUILDING PARTNERSHIPS AND FUNDING PILOT PROJECTS)$10,000
GILA RESOURCES INFORMATION PROJECT
305A NORTH COOPER STREETSILVER CITYNM88061PCGENERAL OPERATING SUPPORT (MAINTAINING CORE PROGRAMS AND ESSENTIAL STAFF)$10,000
GRANT COUNTY COMMUNITY FOUNDATION FISCAL SPONSOR FOR GIVE GRANDLY COALITION
PO BOX 1767SILVER CITYNM88062PCGENERAL OPERATING SUPPORT$4,000
HOLE IN THE HEART
5704 TIERRA VIVA PLACE NWALBUQUERQUENM87107PCGENERAL OPERATING SUPPORT (CHD ECHO PROGRAM)$2,500
HOPEWORKS
PO BOX 27258ALBUQUERQUENM87125PCGENERAL OPERATING SUPPORT (IDENTIFYING/ ELIMINATING BARRIERS TO CARE VIA MOBILE & COORDINATED LINKAGES TO CARE)$30,000
INTERNATIONAL CENTER FOR APPROPRIATE AND SUSTAINABLE TECHNOLOGY
7400 W 14TH AVEDENVERCO80214PCGENERAL OPERATING SUPPORT (STRENGTHENING ICASTS CORE PS PROGRAM IN NEW MEXICO)$25,000
INTERSECTION FOR THE ARTS FISCAL SPONSOR FOR DANCING EARTH CREATIONS
1446 MARKET STREETSAN FRANCISCOCA94102PCGENERAL OPERATING SUPPORT$10,000
JEMEZ VALLEY COMMUNITY WELLNESS
PO BOX 152JEMEZ SPRINGSNM87025PCGENERAL OPERATING SUPPORT$1,075
JUSTICE ACCESS SUPPORT AND SOLUTIONS FOR HEALTH DBA CASA DE SALUD
1608 ISLETA BLVD SWALBUQUERQUENM871054634PCGENERAL OPERATING SUPPORT$20,000
KERES CHILDREN'S LEARNING CENTER
PO BOX 113COCHITI PUEBLONM87072PCGENERAL OPERATING SUPPORT$25,000
KESHET DANCE COMPANY
4121 CUTLER AVE NEALBUQUERQUENM87110PCGENERAL OPERATING SUPPORT (WITH FOCUS ON THE AREA OF KESHET ARTS AND JUSTICE INITIATIVES)$35,000
KIDS SCIENCE CAFE
202 SPRUCE ST 1083MAGDALENANM87825PCGENERAL OPERATING SUPPORT (ART COMPONENT)$2,500
LA PLAZA DE ENCUENTRO GATHERING PLACE
714 4TH ST SWALBUQUERQUENM87102PCGENERAL OPERATING SUPPORT (STRENGTHENING CAPACITY TO IMPROVE ECONOMIC OPPORTUNITIES FOR LATINX IMMIGRANT HOME HEALTH AIDES)$25,000
LA SEMILLA FOOD CENTER
PO BOX 2579ANTHONYNM88021PCGENERAL OPERATING SUPPORT (INCREASING ORGANIZATIONAL AND REGIONAL CAPACITY FOR EQUITABLE FOOD FINANCING)$60,000
LAB LEARNING AND ACTION BUFFET
418 W GRIGGS AVELAS CRUCESNM88005PCGENERAL OPERATING SUPPORT (ESSENTIAL STAFF AND CORE PROGRAMS)$10,000
LAS CUMBRES COMMUNITY SERVICES INC
102 N CORONADO AVEESPANOLANM87532PCGENERAL OPERATING SUPPORT (CORE SUPPORT: TRANSFORMING EDUCATIONAL OUTCOMES FOR IMMIGRANT CHILDREN THROUGH WRAPAROUND SUPPORTS)$25,000
LITTLEGLOBE PRODUCTIONS INC
PO BOX 24213SANTA FENM87502PCGENERAL OPERATING SUPPORT (PROVIDING STAFF, TIME AND TOOLS TO CONTINUE PILOTING COLLABORATIVE LEADERSHIP & SUSTAINING STAFF AS SALARIED EMPLOYEES)$25,000
LOS ALAMOS NATIONAL LABORATORY FOUNDATION
1112 PLAZA DEL NORTEESPANOLANM87532PCGENERAL OPERATING SUPPORT (A COLLABORATIVE APPROACH FOR COMMUNITY RESILIENCE & TRAUMA PREVENTION)$15,000
LOS NINOS DEL TEATROTAOS CHILDREN'S THEATRE
PO BOX 1653RANCHOS DE TAOSNM87557PCGENERAL OPERATING SUPPORT (2022 THEATRE PRODUCTIONS)$3,000
MASS DESIGN GROUP - SANTA FE
1 CHANDLER STREETBOSTONMA02116PCGENERAL OPERATING SUPPORT (ABQ URBAN INDIAN HOUSING PROJECT)$20,000
MICA GROUP INC FISCAL SPONSOR FOR INDIGENOUS LED
5301 SPRINGLAKE WAYBALTIMOREMD21212PCGENERAL OPERATING SUPPORT (BUILDING POLITICAL LICENSE & SOCIAL WILL FOR BISON REWILDING IN NM VIA COMMUNITY ENGAGEMENT, ART & CULTURAL CELEBRATION)$10,000
MILLICENT ROGERS MUSEUM
PO BOX 1210TAOSNM875711210PCGENERAL OPERATING SUPPORT (STRATEGIC PLANNING AND VISIONING)$3,000
MOVING ARTS ESPANOLA
PO BOX 505VELARDENM87582PCGENERAL OPERATING SUPPORT$30,000
MUSEUM OF NEW MEXICO FOUNDATION FISCAL SPONSOR FOR MUSEUM OF INTERNATIONAL
1411 PASEO DE PERALTASANTA FENM875014326PCGENERAL OPERATING SUPPORT (CULTURAL ADVISORY NETWORK: DEVELOPING A NEW EDUCATIONAL PLAN THROUGH DEI CONSULTATION AND COMMUNITY COLLABORATION)$15,000
NACA INSPIRED SCHOOLS NETWORK
PO BOX 40334ALBUQUERQUENM871960334PCGENERAL OPERATING SUPPORT (STRENGTHENING CAPACITY AND EXPANDING ACCESS TO EQUITABLE EDUCATION)$25,000
NANBE TEWA LANGUAGE PROGRAM
860 ALAMOS RDCORRALESNM87048PCGENERAL OPERATING SUPPORT (COMPLETING THE NANBE TEWA DICTIONARY)$5,000
NATIONAL AUDUBON SOCIETY INC AUDUBON NEW MEXICO
PO BOX 9314SANTA FENM875049314PCGENERAL OPERATING SUPPORT (A HISTORY OF WATER AND BIRDS IN THE RAMAH NAVAJO COMMUNITY)$10,000
NATIONAL INDIAN YOUTH LEADERSHIP DEVELOPMENT PROJECT INC
2501 SAN PEDRO NE SUITE 116ALBUQUERQUENM87110PCGENERAL OPERATING SUPPORT (PILOT PROGRAM)$10,000
NATIONAL PARKS CONSERVATION ASSOCIATION (NPCA)
777 6TH STREET NW SUITE 700WASHINGTONDC20001PCGENERAL OPERATING SUPPORT (ACTIVITIES TO PROTECT THE GREATER CHACO LANDSCAPE THROUGH TRIBAL LEADERSHIP)$25,000
NEO PHILANTHROPY FISCAL SPONSOR FOR US DEPARTMENT OF ARTS AND CULTURE
45 WEST 36TH STREET 6TH FLOORNEW YORKNY10018PCGENERAL OPERATING SUPPORT (OCTOBER 2022 STRATEGIC PLANNING RETREAT AND NM MEET & GREET)$2,500
NEW MEXICO ALLIANCE OF HEALTH COUNCILS
PO BOX 53CABALLONM87931PCGENERAL OPERATING SUPPORT (ONLINE HEALTH EQUITY LIBRARY)$3,000
NEW MEXICO ASSOCIATION OF GRANTMAKERS
PO BOX 70126ALBUQUERQUENM87197PCGENERAL OPERATING SUPPORT (CAPACITY BUILDING AND ZONE GRANT SUPPORT)$70,000
NEW MEXICO BLACK LEADERSHIP COUNCIL
1258 ORTIZ ST SE 304ALBUQUERQUENM87108PCGENERAL OPERATING SUPPORT (IMPLEMENTATION OF 2.0 MODEL - YEAR ONE)$25,000
NEW MEXICO CAREGIVERS COALITION
PO BOX 297BERNALILLONM87004PCGENERAL OPERATING SUPPORT (IMPROVING THE ENVIRONMENT FOR FRONTLINE HEALTHCARE WORKERS)$30,000
NEW MEXICO CASA ASSOCIATION
2340 ALAMO AVE SE SUITE 112ALBUQUERQUENM87106PCGENERAL OPERATING SUPPORT (STATEWIDE CAPACITY BUILDING FOR CASA PROGRAMS)$10,000
NEW MEXICO CENTER ON LAW AND POVERTY
301 EDITH BLVD NEALBUQUERQUENM87102PCGENERAL OPERATING SUPPORT (SYSTEMIC ADVOCACY FOR EQUITY, OPPORTUNITY, AND ECONOMIC JUSTICE)$65,000
NEW MEXICO COMMUNITY CAPITAL FISCAL SPONSOR FOR NATIVE WOMEN LEAD
301 GOLD AVE SW SUITE 102ALBUQUERQUENM87102PCGENERAL OPERATING SUPPORT (BEWE BOXES)$25,000
NEW MEXICO COMMUNITY CAPITAL FISCAL SPONSOR FOR THE SEMILLA PROJECT
301 GOLD AVE SW SUITE 102ALBUQUERQUENM87102PCGENERAL OPERATING SUPPORT$25,000
NEW MEXICO ENVIRONMENTAL LAW CENTER
1405 LUISA STREET SUITE 5SANTA FENM87505PCGENERAL OPERATING SUPPORT (ADVANCING ENVIRONMENTAL JUSTICE IN NEW MEXICO)$45,000
NEW MEXICO FARMERS' MARKETING ASSOCIATION
1219 LUISA STREET UNIT 1SANTA FENM87505PCGENERAL OPERATING SUPPORT (STRENGTHENING THE NMFMAS ORGANIZATIONAL CAPACITY)$30,000
NEW MEXICO FIRST
609 BROADWAY BLVD NE SUITE 202ALBUQUERQUENM87102PCGENERAL OPERATING SUPPORT$3,500
NEW MEXICO FOUNDATION FISCAL SPONSOR FOR ARTS HUB
8 CALLE MEDICOSANTA FENM87505PCGENERAL OPERATING SUPPORT (DEVELOP ARTS-BASED COMMUNITY ENGAGEMENT EFFORTS AND SUPPORT ECONOMIC DEVELOPMENT IN THE ARTS SECTOR)$10,000
NEW MEXICO FOUNDATION FISCAL SPONSOR FOR COMMUNITIES FOR CLEAN WATER
8 CALLE MEDICOSANTA FENM87505PCGENERAL OPERATING SUPPORT$10,000
NEW MEXICO FOUNDATION FISCAL SPONSOR FOR GREENROOTS INSTITUTE
8 CALLE MEDICOSANTA FENM87505PCGENERAL OPERATING SUPPORT$15,000
NEW MEXICO FOUNDATION FISCAL SPONSOR FOR LUZ DO SOL
8 CALLE MEDICOSANTA FENM87505PCGENERAL OPERATING SUPPORT$2,000
NEW MEXICO FOUNDATION FISCAL SPONSOR FOR NATIVE AMERICAN RECOVERY FUND
8 CALLE MEDICOSANTA FENM87505PCGENERAL OPERATING SUPPORT ($500,000, 5 GRANTS; $85,000, NARF PROGRAM ADMIN; $65,000, 10% FEE)$650,000
NEW MEXICO FOUNDATION FISCAL SPONSOR FOR NEW MEXICO MINING ACT NETWORK
8 CALLE MEDICOSANTA FENM87505PCGENERAL OPERATING SUPPORT$20,000
NEW MEXICO FOUNDATION FISCAL SPONSOR FOR NEW MEXICO SOCIAL JUSTICE AND EQUI
8 CALLE MEDICOSANTA FENM87505PCGENERAL OPERATING SUPPORT (BRAIDING THREADS OF MUTUALITY)$25,000
NEW MEXICO FRIENDS OF FOSTER CHILDREN
PO BOX 25365ALBUQUERQUENM87125PCGENERAL OPERATING SUPPORT (GENERAL AND SUMMER FUN AWARDS)$1,500
NEW MEXICO IMMIGRANT LAW CENTER
PO BOX 7040ALBUQUERQUENM871947040PCGENERAL OPERATING SUPPORT (ECONOMIC DEVELOPMENT LEGAL SERVICES AND ADVOCACY)$15,000
NEW MEXICO IN DEPTH FISCAL SPONSOR FOR ALCOHOL IN NEW MEXICO PROJECT
6937 MERLOT DRIVE NERIO RANCHONM87144PCGENERAL OPERATING SUPPORT$2,500
NEW MEXICO RESILIENCY ALLIANCE
5320 SAN MATEO BLVD NE APT E67ALBUQUERQUENM87109PCGENERAL OPERATING SUPPORT (RESILIENT COMMUNITIES FUND PROJECTS)$50,000
NEW MEXICO WILDERNESS ALLIANCE
PO BOX 25464ALBUQUERQUENM87125PCGENERAL OPERATING SUPPORT$10,000
NEW MEXICO WILDLIFE FEDERATION
3620 WYOMING BLVD NE STE 222ALBUQUERQUENM87111PCGENERAL OPERATING SUPPORT (CAPACITY AND INFRASTRUCTURE SUPPORT FOR EXPANSION OF THE NEW MEXICO NATURE NINOS PROGRAM)$25,000
NGAGE NEW MEXICO
3880 FOOTHILLS RD SUITE ALAS CRUCESNM88011PCGENERAL OPERATING SUPPORT (EDUCATIONAL RESPONSE AND TRANSFORMATION IN A PANDEMIC WORLD)$10,000
NMCAN
625 SILVER AVE SW SUITE 345ALBUQUERQUENM87102PCGENERAL OPERATING SUPPORT (YOUTH LEADERS AND TRANSITION AGE YOUTH ECHO)$25,000
NORBERTINE COMMUNITY OF NEW MEXICO
5825 COORS BLVD SWALBUQUERQUENM87121PCGENERAL OPERATING SUPPORT (CONSTRUCTION OF A LABYRINTH)$3,500
OLE EDUCATION FUND
411 BELLAMAH NWALBUQUERQUENM87102PCGENERAL OPERATING SUPPORT$15,000
PARTNERS IN EDUCATION FOUNDATION FOR THE SANTA FE PUBLIC SCHOOLS FOR RIVER
PO BOX 23374SANTA FENM87502PCGENERAL OPERATING SUPPORT (CULTIVATING RESILIENT CURIOSITY & STORYTELLING TO TRANSFORM COMMUNITY EDUCATION)$25,000
PARTNERSHIP FOR COMMUNITY ACTION
722 ISLETA BLVD SW STE BALBUQUERQUENM87105PCGENERAL OPERATING SUPPORT$15,000
PARTNERSHIP FOR COMMUNITY ACTION EQUITABLE EVALUATION IN PHILANTHROPY PROJE
722 ISLETA BLVD SW STE BALBUQUERQUENM87105PCGENERAL OPERATING SUPPORT (EQUITY-FOCUSED EVALUATION OF PHILANTHROPIC GIVING)$50,000
PARTNERSHIP FOR COMMUNITY ACTION FISCAL SPONSOR FOR COOPERATIVA KORIMI
722 ISLETA BLVD SW STE BALBUQUERQUENM87105PCGENERAL OPERATING SUPPORT (INCREASED ADMINISTRATIVE CAPACITY AND ESSENTIAL PERSONNEL)$10,000
PARTNERSHIP FOR COMMUNITY ACTION FISCAL SPONSOR FOR TOGETHER FOR BROTHERS
722 ISLETA BLVD SW STE BALBUQUERQUENM87105PCGENERAL OPERATING SUPPORT (PROGRAMMING AND ADVOCACY EFFORTS WITH MOST IMPACTED YMOC, INCLUDING COACHING AND MENTORING FROM STAFF)$25,000
PARTNERSHIP FOR RESEARCH AND EDUCATION FISCAL SPONSOR FOR CUREMEC
1523 MOUNTAIN RD NWALBUQUERQUENM87104PCGENERAL OPERATING SUPPORT (BESOS FOR SEBAS)$2,500
PAWS & CLAWS ANIMAL RESCUE OF QUAY COUNTY INC
PO BOX 143TUCUMCARINM88401PCGENERAL OPERATING SUPPORT$5,000
PIVOTAL NEW MEXICO
PO BOX 7157ALBUQUERQUENM87194PCGENERAL OPERATING SUPPORT$5,000
PROJECT IN MOTION
PO BOX 112MESILLANM88046PCGENERAL OPERATING SUPPORT (MAINTAINING CORE PROGRAMS AND ESSENTIAL STAFF)$2,500
PROSPERITY WORKS
909 COPPER AVE NWALBUQUERQUENM871023029PCGENERAL OPERATING SUPPORT (BUILDING THE CAPACITY OF ORGANIZATIONS, FAMILIES AND COMMUNITIES REQUIRED TO THRIVE)$65,000
READ WRITE ADULT LITERACY PROGRAM
PO BOX 902MORIARTYNM87035PCGENERAL OPERATING SUPPORT (MAINTAINING CORE PROGRAMS AND ESSENTIAL STAFF)$10,000
REGENTS OF THE UNIVERSITY OF NEW MEXICO DEPARTMENT OF LINGUISTICS
1700 LOMAS BLVD NE SUITE 2200 MSC01ALBUQUERQUENM871310001GOVEQUITABLE ASSESSMENT OF EARLY CHILDHOOD LANGUAGE IN MULTILINGUAL- MULTICULTURAL EARLY EDUCATION CLASSROOMS$15,0001247
REGENTS OF THE UNIVERSITY OF NEW MEXICODEPT OF LANGUAGE LITERACY & SOCIOC
1700 LOMAS BLVD NE SUITE 2200 MSC01ALBUQUERQUENM871310001GOVCHILDREN AS READERS AND AUTHORS: A COMMUNITY-BASED CULTURALLY SUSTAINING LITERACY PROJECT$15,0001247
REIN DANCE ASSOCIATION INC
26 RD 3450FLORA VISTANM87415PCGENERAL OPERATING SUPPORT$3,000
RIO GRANDE AGRICULTURAL LAND TRUST
PO BOX 40043ALBUQUERQUENM87196PCGENERAL OPERATING SUPPORT (MIDDLE RIO GRANDE LAND CONSERVATION PROGRAM)$25,000
RIO GRANDE COMMUNITY DEVELOPMENT CORPORATION
318 ISLETA BLVD SWALBUQUERQUENM871053822PCGENERAL OPERATING SUPPORT (GROWING CORE PROGRAMS INCLUDING BUSINESS INCUBATION AND SOCIAL ENTERPRISE OPERATIONS)$35,000
RIO GRANDE COMMUNITY DEVELOPMENT CORPORATION FISCAL SPONSOR FOR COLOR THEOR
318 ISLETA BLVD SWALBUQUERQUENM871053822PCGENERAL OPERATING SUPPORT (COLLABORATIVE ECOSYSTEM CHANGE)$35,000
RIO GRANDE COMMUNITY DEVELOPMENT CORPORATION FOR INTL DISTRICT ECONOMIC DEV
318 ISLETA BLVD SWALBUQUERQUENM871053822PCGENERAL OPERATING SUPPORT (BUSINESS FINANCE FUNDAMENTALS PROGRAM)$25,000
RIO GRANDE RETURN
1704B LLANO STREET SUITE 347SANTA FENM87505PCGENERAL OPERATING SUPPORT$10,000
RIO RANCHO CREATIVE CROSSROADS
5033 WHITE OWL WAY NERIO RANCHONM87144PCGENERAL OPERATING SUPPORT (CHILDRENS CHORUS OF RIO RANCHO)$2,500
ROADRUNNER FOOD BANK
5840 OFFICE BLVD NEALBUQUERQUENM87109PCGENERAL OPERATING SUPPORT (SEEDCORPS PROGRAM)$25,000
ROCKY MOUNTAIN YOUTH CORPS
PO BOX 1960RANCHOS DE TAOSNM87557PCGENERAL OPERATING SUPPORT$25,000
SAN JUAN CITIZENS ALLIANCE
PO BOX 2461DURANGOCO81302PCGENERAL OPERATING SUPPORT (NORTHWEST NEW MEXICO ENERGY TRANSITION)$25,000
SAN JUAN COLLEGE FOUNDATION HARVEST FOOD HUB & KITCHEN
4601 COLLEGE BLVDFARMINGTONNM87402PCGENERAL OPERATING SUPPORT (HARVEST FOOD HUB & KITCHEN: OUTDOOR LEARNING SPACE)$25,000
SANTA FE ART INSTITUTE
PO BOX 24044SANTA FENM875024044PCGENERAL OPERATING SUPPORT$15,000
SANTA FE COMMUNITY FOUNDATION FISCAL SPONSOR FOR NEW MEXICO IMPACT INVESTIN
PO BOX 1827SANTA FENM87504PCGENERAL OPERATING SUPPORT ($15,000 FOR 2022 MEMBERSHIP; $4,400 TOWARDS 2023 MEMBERSHIP)$19,400
SANTA FE COMMUNITY FOUNDATION FISCAL SPONSOR FOR NEW MEXICO LOCAL NEWS FUND
PO BOX 1827SANTA FENM87504PCGENERAL OPERATING SUPPORT (STRENGTHEN ORGANIZATIONAL CAPACITY, MAINTAIN AND EXPAND CORE PROGRAMS, AND RETAIN ESSENTIAL STAFF)$50,000
SANTA FE COMMUNITY FOUNDATION FISCAL SPONSOR FOR SANTA FE HOUSING ACTION CO
PO BOX 1827SANTA FENM87504PCGENERAL OPERATING SUPPORT$25,000
SANTO DOMINGO TRIBAL HOUSING AUTHORITY
PO BOX 10SANTO DOMINGO PUEBLONM87052GOVGENERAL OPERATING SUPPORT (STRATEGIC PLANNING PROCESS)$5,000
SIERRA CLUB FOUNDATION FISCAL SPONSOR FOR SIERRA CLUB RIO GRANDE CHAPTER
2101 WEBSTER STREET SUITE 1250OAKLANDCA94612PCGENERAL OPERATING SUPPORT (SIERRA CLUB, RIO GRANDE CHAPTERS CHARITABLE CONSERVATION ACTIVITIES)$10,000
SITE SANTA FE
1606 PASEO DE PERALTASANTA FENM87501PCGENERAL OPERATING SUPPORT (EDUCATION PROGRAMS WITH NANI CHACON AND SANTA FE YOUTH)$2,500
SOCIAL AND ENVIRONMENTAL ENTREPRENEURS FISCAL SPONSOR FOR DONA ANA COMMUNIT
23564 CALABASAS ROAD SUITE 201CALABASASCA91302PCGENERAL OPERATING SUPPORT$10,000
SOCIETY OF THE MUSE OF THE SOUTHWEST
PO BOX 3225TAOSNM87571PCGENERAL OPERATING SUPPORT (DIVERSITY, EQUITY AND INCLUSION SUPPORT)$2,500
SOUTHWEST CREATIONS COLLABORATIVE (SCC)
1308 4TH STREET NWALBUQUERQUENM87102PCGENERAL OPERATING SUPPORT (SCHOOLS TEACHER FELLOWSHIP)$10,000
SOUTHWEST ENVIRONMENTAL EDUCATION COALITION
61 CRESTVIEW LANEEDGEWOODNM87015PCGENERAL OPERATING SUPPORT (ECOLITERACY ACROSS BORDERS: MENTORING NEW LEADERS OF A THREATENED GENERATION)$5,000
SOUTHWEST LEARNING CENTERS INC
PO BOX 8627SANTA FENM875048627PCGENERAL OPERATING SUPPORT (GREEN FIRE TIMES)$2,500
SOUTHWEST RESEARCH AND INFORMATION CENTER FOR COALITION FOR CLEAN AFFORDABL
PO BOX 4524ALBUQUERQUENM871964524PCGENERAL OPERATING SUPPORT$10,000
SOUTHWEST RESEARCH AND INFORMATION CENTER FOR NEW MEXICO COMMUNITY AIDS PAR
PO BOX 4524ALBUQUERQUENM871964524PCGENERAL OPERATING SUPPORT (LGBTQ+ HEALTH EQUITY)$3,500
SOUTHWEST RESEARCH AND INFORMATION CENTER
PO BOX 4524ALBUQUERQUENM871964524PCGENERAL OPERATING SUPPORT$25,000
ST FELIX PANTRY INC
4020 BARBARA LOOP SERIO RANCHONM87124PCGENERAL OPERATING SUPPORT (MAINTAIN AND STRENGTHEN FOOD SERVICES)$2,500
STEM SANTA FE
PO BOX 33103SANTA FENM87594PCGENERAL OPERATING SUPPORT$3,000
STREET FOOD INSTITUTE
PO BOX 27058ALBUQUERQUENM87125PCGENERAL OPERATING SUPPORT (STRATEGIC PLAN IMPLEMENTATION, MAINTAINING CORE PROGRAMS AND ESSENTIAL STAFF)$25,000
TALPA COMMUNITY CENTER
4 ARCHULETA RDRANCHOS DE TAOSNM87557PCGENERAL OPERATING SUPPORT$2,500
TAOS LAND TRUST FISCAL SPONSOR FOR RIO FERNANDO DE TAOS REVITALIZATION COLL
PO BOX 376TAOSNM87571PCGENERAL OPERATING SUPPORT$10,000
TAOS LAND TRUST
PO BOX 376TAOSNM87571PCGENERAL OPERATING SUPPORT (EMERGING YOUNG FARMERS AND ECOLOGISTS PROJECT)$25,000
TEACH FOR AMERICA NEW MEXICO
PO BOX 553THOREAUNM87323PCGENERAL OPERATING SUPPORT$10,000
TEACH PLUS INC
1 BEACON ST 15TH FL STE 1500BOSTONMA02108PCGENERAL OPERATING SUPPORT (TEACH PLUS NM POLICY FELLOWSHIP AND TEACHER NETWORK)$25,000
THE COMMONS - CENTER FOR FOOD SECURITY AND SUSTAINABILITY
PO BOX 416SILVER CITYNM88062PCGENERAL OPERATING SUPPORT (FREE NEIGHBORHOOD FARM STAND)$3,000
THE NATIONAL CENTER FOR FRONTIER COMMUNITIES
11587 HWY 180 ESILVER CITYNM88061PCGENERAL OPERATING SUPPORT (POST-COVID FOOD SYSTEM ASSESSMENT & INFRASTRUCTURE PLANNING FOR SW NM)$15,000
THE SAVILA COLLABORATIVE DBA CENTRO SAVILA
PO BOX 12455ALBUQUERQUENM87195PCGENERAL OPERATING SUPPORT$25,000
THE SAVILA COLLABORATIVE DBA CENTRO SAVILA FISCAL SPONSOR FOR TRANSFORMAR C
PO BOX 12455ALBUQUERQUENM87195PCGENERAL OPERATING SUPPORT ($50,000 TOTAL, MULTI-YEAR: $25,000 IN 2021, $25,000 IN 2022)$25,000
THE TIDES CENTER FISCAL SPONSOR FOR ONE GENERATION
1012 TORNEY AVENUESAN FRANCISCOCA941291755PCGENERAL OPERATING SUPPORT (INDIGENOUS FARM HUB)$25,000
THREE SISTERS KITCHEN
109 GOLD AVE SWALBUQUERQUENM87102PCGENERAL OPERATING SUPPORT$55,000
TOMORROW'S WOMEN
369 MONTEZUMA AVENUE 566SANTA FENM87501PCGENERAL OPERATING SUPPORT (EXPANDING OUR CAPACITY TO SERVE NEW MEXICO YOUTH)$10,000
TRANSGENDER RESOURCE CENTER OF NEW MEXICO
PO BOX 80872ALBUQUERQUENM87198PCGENERAL OPERATING SUPPORT$15,000
TURQUOISE TRAIL PRESERVATION TRUST DBA TURQUOISE TRAIL REGIONAL ALLIANCE
11 LUZ DEL CIELOGOLDENNM87407PCGENERAL OPERATING SUPPORT$2,500
UNCAGED PAWS INC DBA FIXNCHIPSNMORG
4670 CALLE DE NUBESLAS CRUCESNM88012PCGENERAL OPERATING SUPPORT (CAPITAL BUILDOUT)$4,000
VALENCIA COMMUNITY ACTION NETWORK (VCAN)
540 CAMINO DE HIGINIOLOS LUNASNM87031PCGENERAL OPERATING SUPPORT (STRATEGIC PLAN IMPLEMENTATION FOR A MULTI-LINGUAL, MULTI-GENERATIONAL AND CROSS-CULTURAL APPROACH TO YOUTH SUPPORT)$10,000
VALENCIA COUNTY BUSINESS INCUBATOR
360 RIO COMMUNITIES BLVDRIO COMMUNITIESNM87002PCGENERAL OPERATING SUPPORT$3,000
VISIONES COLLABORATIVAS COLLABORATIVE VISIONS
PO BOX 708MORANM87732PCGENERAL OPERATING SUPPORT$10,000
WESTERN ENVIRONMENTAL LAW CENTER
208 PASEO DEL PUEBLO SUR 602TAOSNM87571PCGENERAL OPERATING SUPPORT (SAFEGUARDING NEW MEXICO'S CLIMATE FUTURE AND NATURAL HERITAGE)$15,000
WOMEN'S INTERNATIONAL STUDY CENTER
616 ACEQUIA MADRESANTA FENM87505PCGENERAL OPERATING SUPPORT (ARTISTS TAKE OVER SMALL MUSEUM)$5,000
WORKING CLASSROOM INC
423 ATLANTIC AVENUE SWALBUQUERQUENM87102PCGENERAL OPERATING SUPPORT$10,000
YOUTHWORKS
1000 CORDOVA PL 415SANTA FENM87505PCGENERAL OPERATING SUPPORT$25,000
ZUNI YOUTH ENRICHMENT PROJECT
PO BOX 447ZUNINM87327PCGENERAL OPERATING SUPPORT (OUR COMMUNITY IS OUR STRENGTH)$25,000
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$3,572,300TotalGrantOrContriPdDurYrAmt
Total Grant Or Contri Apprv Fut$0TotalGrantOrContriApprvFutAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$169ExclusionAmt

Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$1,335,390ExclusionAmt

Net Rntl Incm Re Not Debt Fincd Prop NetRntlIncmReNotDebtFincdProp

FieldValueIRS element (for citing)
Exclusion16ExclusionCd
Exclusion$52,576ExclusionAmt

Other Investment Income OtherInvestmentIncomeGrp

FieldValueIRS element (for citing)
Exclusion01ExclusionCd
Exclusion$3,699ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion$1,449,605ExclusionAmt

Other Revenue Described OtherRevenueDescribedGrp (2 entries)

DescDescExclusionExclusionCdExclusionExclusionAmt
FEDERAL EXCISE TAX BENEFIT01$60,804
OTHER INCOME01$24,540

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$0UnrelatedBusinessTaxblIncmAmt
Exclusion$2,926,783ExclusionAmt
Related Or Exempt Function Incm$0RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$2,926,783TotalIncomeProducingActyAmt

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

FieldValueIRS element (for citing)
Trnsfr Of Cash To Nonchrtbl EO0TrnsfrOfCashToNonchrtblEOInd
Trnsfr Other Asset Nonchrtbl EO0TrnsfrOtherAssetNonchrtblEOInd
Sales Or Exchanges Of Assets0SalesOrExchangesOfAssetsInd
Purchase Of Assets Nonchrtbl EO0PurchaseOfAssetsNonchrtblEOInd
Rental Of Facilities Oth Assets0RentalOfFacilitiesOthAssetsInd
Reimbursement Arrangements0ReimbursementArrangementsInd
Loans Or Loan Guarantees0LoansOrLoanGuaranteesInd
Performance Of Services Etc0PerformanceOfServicesEtcInd
Sharing Of Facilities Etc0SharingOfFacilitiesEtcInd
Relationships Nonchrtbl EO0RelationshipsNonchrtblEOInd

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

FieldValueIRS element (for citing)
CategoryACCOUNTING EXPENSECategoryTxt
Amt$111,175Amt
Net Investment Income$22,235NetInvestmentIncomeAmt
Disbursements Charitable Prps$88,940DisbursementsCharitablePrpsAmt

General Explanation Attachment GeneralExplanationAttachment

General Explanation GeneralExplanationGrp (4 entries)

Form And Line ReferenceFormAndLineReferenceDescMedium ExplanationMediumExplanationTxt
FORM 990-PF, PART XV, LINE 2BTHE FOUNDATION HOLDS AN OPEN GRANT APPLICATION CYCLE ANNUALLY FROM AUGUST 15 TO SEPTEMBER 15 (NOTE THAT EXACT DATES MAY CHANGE ANNUALLY). ALL APPLICATION MATERIALS AND INSTRUCTIONS ARE AVAILABLE AT: HTTPS://NMMCCUNE.ORG/APPLY. APPLICATIONS ARE SUBMITTED ONLINE. APPLICANTS SELF-DETERMINE THEIR PROPOSED FUNDING TIER AND FOUNDATION PRIORITY AREA BASED ON INFORMATIONAL WORKSHEETS AND DOWNLOADABLE MATERIALS ON THE FOUNDATION'S WEBSITE. APPLICANT TECHNICAL SUPPORT AND QUESTIONS ARE ADDRESSED BY FOUNDATION STAFF AT ONLINE WEBINARS AND SCHEDULED OPEN CALL SESSIONS.ROLLING APPLICATIONS ARE ACCEPTED YEAR-ROUND FOR DISCRETIONARY (UP TO $5K) GRANTS. THE DISCRETIONARY GRANT APPLICATION PROCESS BEGINS WITH A LETTER OF INQUIRY AND IS EXPLAINED ON THE GRANTSEEKERS FAQ LINK AT HTTPS://NMMCCUNE.ORG/APPLY.
FORM 990-PF, PART XV, LINE 2COPEN CYCLE APPLICATION DEADLINE: AUGUST 15-SEPTEMBER 15, 2022. DATES VARY ANNUALLY AND ARE AVAILABLE AT HTTPS://NMMCCUNE.ORG/APPLY.DISCRETIONARY GRANT APPLICATION DEADLINE: ROLLING, YEAR-ROUND.
FORM 990-PF, PART XV, LINE 2DTHE FOUNDATION FUNDS QUALIFYING CHARITABLE PROGRAMS WITH OPERATIONS IN NEW MEXICO IN NINE PRIORITY AREAS: 1) LOCAL FOOD INDUSTRY DEVELOPMENT, 2) EDUCATION TRANSFORMATION & EARLY CHILDHOOD DEVELOPMENT, 3) ECONOMIC DEVELOPMENT & FAMILY ASSET BUILDING, 4) BUILDING LINKS BETWEEN ARTS & COMMUNITY ENGAGEMENT, 5) LEVERAGING OPPORTUNITIES WITH HEALTH CARE, 6) INFLUENCING URBAN PLANNING & BUILT ENVIRONMENTS, 7) STEWARDSHIP OF NATURAL RESOURCES, 8) CAPACITY BUILDING IN THE NONPROFIT SECTOR, AND 9) STRATEGIES FOR RURAL DEVELOPMENT.A LIST OF INELIGIBLE APPLICATION TYPES MAY BE FOUND AT: HTTPS://NMMCCUNE.ORG/APPLY AND INCLUDES: DIRECT DONATIONS OR GRANTS TO INDIVIDUALS; DIRECT GRANTS TO FOR-PROFIT INSTITUTIONS; PROJECTS IN THE AREA OF HEALTH ADDRESSING AND/OR PROVIDING MEDICAL RESEARCH RELATED TO PARTICULAR DISEASES OR CONDITIONS; PROJECTS THAT SERVE RELIGIOUS PURPOSES; GRANTS TO POLITICAL CAMPAIGNS, TO SUPPORT POLITICAL ACTIVITIES OR TO LOBBY FOR OR AGAINST PARTICULAR PIECES OF LEGISLATION; GRANTS FOR ORGANIZATIONS "IN CRISIS OR FOR DEBT REPAYMENT; ESTABLISHMENT OF ENDOWED CHAIRS OR OTHER PERMANENT ACADEMIC POSTS; ADOPTION SERVICES OR SUPPORT; ONGOING OPERATING SUPPORT FOR WELL-ESTABLISHED CHARTER SCHOOLS; FILM PROJECTS; PAROCHIAL AND PRIVATE SCHOOLS; AND INDIRECT COSTS FOR INSTITUTIONS OF HIGHER EDUCATION.ADDITIONAL WORKSHEETS AND INFORMATION FOR APPLICANTS TO DETERMINE ELIGIBILITY ARE AVAILABLE ON THE FOUNDATION'S WEBSITE.
FORM 990-PF, PART VII-A, QUESTION 11CONTROLLED ENTITY WITHIN THE MEANING OF SECTION 512(B)(13)MCCUNE'S FINANCIAL STATEMENTS INCLUDE THE ACCOUNTS OF THE FOUNDATION'S WHOLLY-OWNED FOR-PROFIT SINGLE MEMBER LLC (HDIC). HDIC IS A PROGRAM-RELATED INVESTMENT IN ACCORDANCE WITH IRC SECTION 4944(C) AND TREAS. REG. SECTION 53.4944-3 WHICH ALLOWS MCCUNE TO INVEST IN HDIC IN THE FORM OF EQUITY AND LOANS. HDIC'S ACTIVITIES ARE INCLUDED IN MCCUNE'S ANNUAL INFORMATION RETURN. SEE STATEMENT 20.

Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule

Investments Corporate Bonds InvestmentsCorporateBondsGrp (46 entries)

BondBondNmEOY Book ValueEOYBookValueAmtEOYFMVEOYFMVAmt
ABBVIE INC$39,969$39,969
AMERICAN EXPRESS CO$91,362$91,362
AMERICAN TOWER CORP$45,812$45,812
AMGEN INC$34,641$34,641
ANHEUSER-BUSCH COS LLC$96,241$96,241
ANTHEM INC$91,040$91,040
AT&T INC$63,406$63,406
AVALONBAY COMMUNITIES$91,097$91,097
BANK OF AMERICA CORP$135,213$135,213
BERKSHIRE HATHAWAY ENERG$52,374$52,374
CARRIER GLOBAL CORP$35,653$35,653
CHUBB INA HOLDINGS INC$38,813$38,813
CITIGROUP INC$133,425$133,425
COMCAST CORP$58,058$58,058
CVS HEALTH CORP$40,390$40,390
DTE ELECTRIC CO$57,361$57,361
ENBRIDGE INC$38,457$38,457
EQUINIX INC$43,521$43,521
EQUINOR ASA$85,295$85,295
GOLDMAN SACHS GROUP INC$96,600$96,600
HEALTHPEAK PROPERTIES$43,000$43,000
HOME DEPOT INC$40,206$40,206
INTEL CORP$110,478$110,478
JPMORGAN CHASE & CO$131,510$131,510
KEURIG DR PEPPER INC$80,305$80,305
LINCOLN NATIONAL CORP$41,317$41,317
LOCKHEED MARTIN CORP$60,555$60,555
LOWE'S COS INC$51,831$51,831
MARSH & MCLENNAN COS INC$97,841$97,841
MICROSOFT CORP$61,566$61,566
MORGAN STANLEY$97,602$97,602
NORTHERN STATES PWR-MINN$57,764$57,764
NORTHWESTERN MEMORIAL$28,566$28,566
NSTAR ELECTRIC CO$93,788$93,788
PNC FINANCIAL SERVICES$98,517$98,517
PROLOGIS LP$60,646$60,646
PROV ST JOSEPH HLTH OBL$38,436$38,436
PUBLIC SERVICE ELECTRIC$59,437$59,437
SALESFORCE.COM INC$49,157$49,157
SIMON PROPERTY GROUP LP$99,728$99,728
SOUTHERN CALIFORNIA GAS CO$60,165$60,165
TORONTO-DOMINION BANK$70,738$70,738
TOTAL CAPITAL INTL SA$88,063$88,063
UNITEDHEALTH GROUP INC$53,123$53,123
VERIZON COMMUNICATIONS$82,236$82,236
WASTE MANAGEMENT INC$34,700$34,700

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp (10 entries)

StockStockNmEOY Book ValueEOYBookValueAmtEOYFMVEOYFMVAmt
AQR MANAGED FUTURES STRATEGY FUND$1,651,932$1,651,932
ARTISAN INTERNATIONAL VALUE FUND$2,900,007$2,900,007
FIRST EAGLE OVERSEA FUND$1,854,775$1,854,775
JOHCM INTERNATIONAL SELECT FUND$3,260,990$3,260,990
MFS INSTITUTIONAL INTERNATIONAL EQUITY FUND$2,272,318$2,272,318
PIMCO INCOME FUND$2,209,134$2,209,134
T. ROWE PRICE NEW ERA FUND$1,071,348$1,071,348
VANGUARD EMERGING MARKETS STOCK INDEX FUND$1,889,532$1,889,532
VANGUARD INTERMEDIATE-TERM TREASURY$1,758,833$1,758,833
VANGUARD TOTAL STOCK MARKET INDEX$19,036,633$19,036,633

Investments Govt Obligations Sch InvestmentsGovtObligationsSch

FieldValueIRS element (for citing)
US Govt Obligations Book Vl EOY$3,004,750USGovtObligationsBookVlEOYAmt
US Govt Obligations EOYFMV$3,004,750USGovtObligationsEOYFMVAmt
State Local Sec Book Vl EOY$1,595,820StateLocalSecBookVlEOYAmt
State Local Sec EOYFMV$1,595,820StateLocalSecEOYFMVAmt

Investments Land Schedule2 InvestmentsLandSchedule2

Investment Land InvestmentLandGrp

FieldValueIRS element (for citing)
Category Or ItemALAMEDA RENTAL PROPERTYCategoryOrItemTxt
Cost Or Other Basis$890,000CostOrOtherBasisAmt
Accumulated Depreciation$0AccumulatedDepreciationAmt
Book Value$890,000BookValueAmt
EOYFMV$890,000EOYFMVAmt

Investments Other Schedule2 InvestmentsOtherSchedule2

Investments Other InvestmentsOtherGrp (20 entries)

Category Or ItemCategoryOrItemTxtListed At Cost Or FMVListedAtCostOrFMVCdBook ValueBookValueAmtEOYFMVEOYFMVAmt
ACCESS CAPITAL COMMUNITY INVESTMENTFMV$875,768$875,768
ADAMS STREETFMV$983,132$983,132
BAXTER STREET OFFSHORE FUND LTDFMV$2,801,742$2,801,742
BLACKROCK TEMPUSFMV$121,060$121,060
BRINSONFMV$154,111$154,111
D.E. SHAW U.S. BROAD MARKET COREFMV$6,022,096$6,022,096
DAVIDSON KEMPNERFMV$2,385,457$2,385,457
EMERGING MARKETS GLOBAL FUNDFMV$2,909,656$2,909,656
GENERATION IM GLOBAL EQUITY FUND LLCFMV$2,248,654$2,248,654
GLOBAL RESEARCH EQUITY EXTENDED FUNDFMV$6,081,785$6,081,785
LAKEWOOD CAPITAL OFFSHORE FUNDFMV$1,644,896$1,644,896
MAGNETARFMV$26,413$26,413
MOUNT KELLETT CAPITAL PARTNERSFMV$333,906$333,906
NM COMMUNITY CAPITALFMV$83,319$83,319
PRINCIPAL DIVERSIFIED REAL ASSET FUNDFMV$3,105,696$3,105,696
QUANTUMFMV$292,162$292,162
RENAISSANCE INSTITUTIONAL EQUITIES FUNDSFMV$1,815,332$1,815,332
RESOURCE LAND FUND IVFMV$747,089$747,089
SAMLYN OFFSHORE, LTD.FMV$1,275,949$1,275,949
SPRING IIIFMV$272,981$272,981

Land Etc Schedule2 LandEtcSchedule2

Land Etc LandEtcGrp (4 entries)

Category Or ItemCategoryOrItemTxtCost Or Other BasisCostOrOtherBasisAmtAccumulated DepreciationAccumulatedDepreciationAmtBook ValueBookValueAmtEOYFMVEOYFMVAmt
BUILDING$1,099,960$676,735$423,225$423,225
339 PROPERTIES$1,382,616$624,316$758,300$758,300
FURNITURE, FIXTURES AND EQUIPMENT$477,813$474,334$3,479$3,479
LAND$470,986$0$470,986$470,986

Legal Fees Schedule LegalFeesSchedule

Legal Fees LegalFeesGrp

FieldValueIRS element (for citing)
CategoryLEGAL EXPENSECategoryTxt
Legal Fees$2,663LegalFeesAmt
Net Investment Income$399NetInvestmentIncomeAmt
Disbursements Charitable Prps$2,263DisbursementsCharitablePrpsAmt

Other Assets Schedule OtherAssetsSchedule

Other Assets Schedule OtherAssetsScheduleGrp (4 entries)

DescDescBOY Book ValueBOYBookValueAmtEOY Book ValueEOYBookValueAmtEOYFMVEOYFMVAmt
INVESTMENT IN PRI$2,666,308$441,130$441,130
ACCRUED INCOME$59,847$64,377$64,377
RECEIVABLE FOR UNSETTLED INVESTMENT TRADES$198,156$198,156
FEDERAL EXCISE TAX RECEIVABLE$107,719$107,719

Other Decreases Schedule OtherDecreasesSchedule

Other Decreases Detail OtherDecreasesDetail

FieldValueIRS element (for citing)
DescUNREALIZED LOSSDesc
Amt$16,029,473Amt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (13 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
BUSINESS-IN STATE$46,950$0$46,950
COMPUTER/WEB SITE EXPENSE$26,755$2,676$24,080
DUES & SUBSCRIPTIONS$13,304$665$12,639
LICENSES & FEES$47$5$42
OFFICE SUPPLIES$1,478$147$1,331
POSTAGE & DELIVERY$590$59$531
PROFESSIONAL EDUCATION$342$34$308
REPAIRS AND MAINTENANCE$8,038$804$7,234
INSURANCE$27,061$3,384$23,677
NET HDIC LOSS$16,685$0$0
K-1 INVESTMENT EXPENSE$0$329,812$0
RENTAL EXPENSES$0$21,974$0
RENTAL EXPENSES$21,974$0$0

Other Income Schedule2 OtherIncomeSchedule2

Other Income Detail OtherIncomeDetail (5 entries)

DescDescNet Investment IncomeNetInvestmentIncomeAmtRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtAdjusted Net IncomeAdjustedNetIncomeAmt
K-1 OTHER INVESTMENT LOSS-$1,029,623
ROYALTIES$3,169
OTHER INVESTMENT INCOME$3,699$3,699$3,699
FEDERAL EXCISE TAX BENEFIT$60,804$60,804
OTHER INCOME$24,540$24,540

Other Liabilities Schedule OtherLiabilitiesSchedule

Other Liabilities Detail OtherLiabilitiesDetail (2 entries)

DescDescBOY Book ValueBOYBookValueAmtEOY Book ValueEOYBookValueAmt
PRI THEATRE BLOCK - MORTGAGE NOTE$2,200,000$0
PRI ACCOUNT PAYABLE$26,396$17,903

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail

FieldValueIRS element (for citing)
CategoryOTHER PROFESSIONAL FEESCategoryTxt
Amt$333,109Amt
Net Investment Income$262,413NetInvestmentIncomeAmt
Disbursements Charitable Prps$70,696DisbursementsCharitablePrpsAmt

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail

FieldValueIRS element (for citing)
CategoryOTHER TAXESCategoryTxt
Amt$10,789Amt
Net Investment Income$30,255NetInvestmentIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt