FROST FOUNDATION: Form 990PF, tax year 2016
View the entire original 990 at ProPublica ↗
- Organization
- FROST FOUNDATION (EIN 72-0520342)
- Tax period
- 2016-01-01 to 2016-12-31
- Filed
- 2017-10-27
- IRS object ID
- 201743009349100509
- Schema version
- 2016v3.0
- 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
- Form 990-PF
- Accounting Fees Schedule
- Depreciation Schedule
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Investments Govt Obligations Sch
- Land Etc Schedule2
- Other Assets Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Increases Schedule
- Other Liabilities Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2017-10-27T10:53:53-05:00 | ReturnTs |
| Tax Period End | 2016-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 850444565 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | FOLLINGSTAD & GRASSHAM CPA LLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 6080 | AddressLine1Txt |
| City | SANTA FE | CityNm |
| State Abbreviation | NM | StateAbbreviationCd |
| ZIP | 875026080 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2016-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 720520342 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE FROST FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | FROS | BusinessNameControlTxt |
| Phone | 5059860208 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 511 ARMIJO ST NO A | AddressLine1Txt |
| City | SANTA FE | CityNm |
| State Abbreviation | NM | StateAbbreviationCd |
| ZIP | 87501 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | PHILIP B HOWELL | PersonNm |
| Person Title | EXECUTIVE VICE PRESIDENT | PersonTitleTxt |
| Phone | 5059860208 | PhoneNum |
| Signature | 2017-10-23 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | JAMES R FOLLINGSTAD | PreparerPersonNm |
| PTIN | P00285585 | PTIN |
| Phone | 5059885564 | PhoneNum |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 75.150.19.21 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2017-10-23 | IPDt |
| IP Tm | 14:57:02 | IPTm |
| IP Timezone | MD | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | E4B17E60C5160C8A5AEC840A2361DF96CBD9CF54 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | E4B17E60C5160C8A5AEC840A2361DF96CBD9CF54 | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2016 | TaxYr |
| Build TS | 2021-01-29 14:40:06Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $29,753,670 | FMVAssetsEOYAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
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 | $6 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $6 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $713,852 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $713,852 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $358,520 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $15,019,291 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $358,520 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $13,730 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $13,730 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $1,086,108 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $1,086,108 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $204,704 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $102,352 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $102,352 | CompOfcrDirTrstDsbrsChrtblAmt |
| Oth Empl Slrs Wgs Rev And Expnss | $27,314 | OthEmplSlrsWgsRevAndExpnssAmt |
| Oth Empl Slrs Wgs Net Invst Incm | $13,657 | OthEmplSlrsWgsNetInvstIncmAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $13,657 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Pension Empl Bnft Rev And Expnss | $83,747 | PensionEmplBnftRevAndExpnssAmt |
| Pension Empl Bnft Net Invst Incm | $41,873 | PensionEmplBnftNetInvstIncmAmt |
| Pension Empl Bnft Dsbrs Chrtbl | $41,873 | PensionEmplBnftDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $40,804 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $20,402 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $22,742 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $14,075 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $7,038 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $7,036 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $56,275 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $25,606 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $15,873 | TaxesDsbrsChrtblAmt |
| Deprec And Dpltn Rev And Expnss | $20,205 | DeprecAndDpltnRevAndExpnssAmt |
| Deprec And Dpltn Net Invst Incm | $0 | DeprecAndDpltnNetInvstIncmAmt |
| Occupancy Rev And Expnss | $2,829 | OccupancyRevAndExpnssAmt |
| Occupancy Net Invst Incm | $1,414 | OccupancyNetInvstIncmAmt |
| Occupancy Dsbrs Chrtbl | $1,563 | OccupancyDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $31,094 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Net Invst Incm | $15,547 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $15,547 | TravConfMeetingDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $186,390 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $118,493 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $68,047 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $667,437 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $346,382 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $288,690 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $1,356,523 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $1,356,523 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $2,023,960 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $346,382 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $1,645,213 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$937,852 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $739,726 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $500 | CashBOYAmt |
| Cash EOY | $500 | CashEOYAmt |
| Cash EOYFMV | $500 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $642,198 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $786,005 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $786,005 | SavAndTempCashInvstEOYFMVAmt |
| Other Nts And Loans Rcvbl | $31,599 | OtherNtsAndLoansRcvblAmt |
| Other Rcvbl Allwnc Dbtfl Acct | $0 | OtherRcvblAllwncDbtflAcctAmt |
| Other Nts And Loans Rcvbl BOY | $48,971 | OtherNtsAndLoansRcvblBOYAmt |
| Other Nts And Loans Rcvbl EOY | $31,599 | OtherNtsAndLoansRcvblEOYAmt |
| Other Nts And Loans Rcvbl EOYFMV | $31,599 | OtherNtsAndLoansRcvblEOYFMVAmt |
| Prepaid Expenses BOY | $881 | PrepaidExpensesBOYAmt |
| Prepaid Expenses EOY | $953 | PrepaidExpensesEOYAmt |
| Prepaid Expenses EOYFMV | $953 | PrepaidExpensesEOYFMVAmt |
| US Government Obligations BOY | $1,626,823 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $1,614,696 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $1,614,696 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $25,430,517 | CorporateStockBOYAmt |
| Corporate Stock EOY | $25,751,900 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $25,751,900 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $1,325,328 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $1,130,824 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $1,130,824 | CorporateBondsEOYFMVAmt |
| Land Bldg Equip Cost Or Other Bss | $948,969 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $514,176 | LandBldgEquipAccumDeprecAmt |
| Land BOY | $454,998 | LandBOYAmt |
| Land EOY | $434,793 | LandEOYAmt |
| Land EOYFMV | $434,793 | LandEOYFMVAmt |
| Other Assets BOY | $2,400 | OtherAssetsBOYAmt |
| Other Assets EOY | $2,400 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $2,400 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $29,532,616 | TotalAssetsBOYAmt |
| Total Assets EOY | $29,753,670 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $29,753,670 | TotalAssetsEOYFMVAmt |
| Accounts Payable BOY | $17,545 | AccountsPayableBOYAmt |
| Accounts Payable EOY | $12,274 | AccountsPayableEOYAmt |
| Other Liabilities BOY | $732 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $735 | OtherLiabilitiesEOYAmt |
| Total Liabilities BOY | $18,277 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $13,009 | TotalLiabilitiesEOYAmt |
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
| Unrestricted BOY | $29,514,339 | UnrestrictedBOYAmt |
| Unrestricted EOY | $29,740,661 | UnrestrictedEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $29,514,339 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $29,740,661 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $29,532,616 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $29,753,670 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $29,514,339 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$937,852 | ExcessRevenueOverExpensesAmt |
| Other Increases | $1,164,174 | OtherIncreasesAmt |
| Subtotal | $29,740,661 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $29,740,661 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (4 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|
| MERRILL LYNCH STOCK SALES | P | $15,010,533 | $14,660,771 | $349,762 | $349,762 |
| CASH IN LIEU | P | $69 | $69 | $69 | |
| INVESTMENT IN CHM HOLDINGS LLC | P | $6,952 | $6,952 | $6,952 | |
| CAPITAL GAINS DIVIDENDS | P | $1,737 | $1,737 | $1,737 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $358,520 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $1,986,556 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $30,471,752 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.065193 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $1,196,429 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $31,156,488 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.038401 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $1,413,235 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $28,880,346 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.048934 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $1,820,036 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $26,885,541 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.067696 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $2,054,660 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $27,984,801 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.073421 | DistributionYr5Rt |
| Total Distribution | 0.293645 | TotalDistributionRt |
| Average Distribution | 0.058729 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $28,389,100 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $1,667,263 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $7,397 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $1,674,660 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $1,645,213 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $14,795 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $14,795 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $14,795 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $25,138 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $25,138 | TotalPaymentsAndCreditsAmt |
| Overpayment | $10,343 | OverpaymentAmt |
| Applied To ES Tax | $10,343 | 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 | Yes (1) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | NM | OrgReportOrRegisterStateCd |
| Org Report Or Register State | LA | 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 | WWW.FROSTFOUND.ORG | WebsiteAddressTxt |
| Individual With Books | MARY AMELIA WHITED-HOWELL | IndividualWithBooksNm |
| Phone | 5059860208 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 511 ARMIJO A | 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 |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (4 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 |
|---|---|---|---|---|---|---|---|---|
| ANN ROGERS GERBER | ||||||||
| 511 ARMIJO STREET | SANTA FE | NM | 87501 | DIRECTOR | 0.50 | $500 | $0 | $0 |
| PHILIP B HOWELL | ||||||||
| 511 ARMIJO STREET | SANTA FE | NM | 87501 | EX VP/TREASURER/DIRECTOR | 40.00 | $98,588 | $0 | $0 |
| TAYLOR F MOORE | ||||||||
| 511 ARMIJO STREET | SANTA FE | NM | 87501 | SECRETARY/DIRECTOR | 0.50 | $500 | $0 | $0 |
| MARY AMELIA WHITED-HOWELL | ||||||||
| 511 ARMIJO STREET | SANTA FE | NM | 87501 | PRESIDENT/DIRECTOR | 40.00 | $105,116 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
| 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 | $28,320,879 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $500,542 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $28,821,421 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $28,821,421 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $432,321 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $28,389,100 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $1,419,455 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $1,419,455 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $14,795 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $14,795 | TotalTaxAmt |
| Distributable Before Adj | $1,404,660 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $1,404,660 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $1,404,660 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $1,645,213 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $1,645,213 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $1,645,213 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $1,404,660 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $691,793 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $492,951 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $26,864 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr1 | $506,008 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $1,717,616 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $1,645,213 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $1,404,660 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $240,553 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $1,958,169 | 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 | $691,793 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $1,266,376 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $492,951 | ExcessFromYear4Amt |
| Excess From Year3 | $26,864 | ExcessFromYear3Amt |
| Excess From Year1 | $506,008 | ExcessFromYear1Amt |
| Excess From Current Year | $240,553 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | MARY AMELIA WHITED-HOWELL PRESIDENT | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 511 ARMIJO STREET SUITE A | AddressLine1Txt |
| City | SANTA FE | CityNm |
| State Abbreviation | NM | StateAbbreviationCd |
| ZIP | 87501 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 5059860208 | RecipientPhoneNum |
| Form And Info And Materials | ONE PAGE SUMMARY INCLUDE NAME, ADDRESS, PHONE NUMBER, PROJECT OR EXECUTIVE DIRECTOR, AGE OF ORGANIZATION, DESCRIPTION OF NEED, DESCRIPTION OF OBJECTIVE OR GOAL, PROCEDURES USED FOR PLANNING & IMPLEMENTING. | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | DECEMBER 1ST FOR MARCH BOARD MEETING JUNE 1ST FOR SEPTEMBER BOARD MEETING | SubmissionDeadlinesTxt |
| Restrictions On Awards | NONE | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (76 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| ADAPTIVE SPORTS PROGRAM NM INC | |||||||
| 140 VERANO LOOP | SANTA FE | NM | 87508 | NONE | 501(C)3 | OPERATING | $10,000 |
| ALBUQUERQUE PUBLIC LIBRARY FOUNDATION | |||||||
| PO BOX 25792 | ALBUQUERQUE | NM | 87125 | NONE | 501(C)3 | OPERATING | $2,000 |
| ALLIANCE FOR THE EARTH | |||||||
| PO BOX 8031 | SANTA FE | NM | 87504 | NONE | 501(C)3 | OPERATINGOPERATING | $30,000 |
| AMP CONCERTS | |||||||
| 1013 VASSAR DR | ALBUQUERQUE | NM | 87106 | NONE | 501(C)3 | FREE COMMUNITY CONCERTS SERVICE PROJECT | $8,000 |
| ART OF CONSERVATION | |||||||
| 2118 HIGH STREET | DES MOINES | IA | 50312 | NONE | 501(C)3 | OPERATING | $15,000 |
| ASSISTANCE DOGS OF THE WEST | |||||||
| PO BOX 31027 | SANTA FE | NM | 87594 | NONE | 501(C)3 | TRAINING AND PLACEMENT PROJECT | $10,000 |
| BIG SKY LEARNING | |||||||
| 1114 HICKCOX ST UNIT G | SANTA FE | NM | 87505 | NONE | 501(C)3 | YOUTH PROGRAM | $5,000 |
| CG JUNG INSTITUTE | |||||||
| 3115 SIRINGO RD | SANTA FE | NM | 87507 | NONE | 501(C)3 | COMMUNITY PROGRAMS | $20,000 |
| CANONES EARLY CHILDHOOD CENTER | |||||||
| PO BOX 55 | CANONES | NM | 87516 | NONE | 501(C)3 | OPERATING | $11,000 |
| CASA ESPERANZA INC | |||||||
| PO BOX 40472 | ALBUQUERQUE | NM | 87196 | NONE | 501(C)3 | FAMILY CARE TEAM | $10,000 |
| COMMUNITIES IN SCHOOLS OF NM | |||||||
| 300 CATRON STREET SUITE A | SANTA FE | NM | 87501 | NONE | 501(C)3 | SITE COORDINATION PROGRAM | $15,000 |
| COMMUNITY RENEWAL INTERNATIONAL | |||||||
| PO BOX 4678 | SHREVEPORT | LA | 711340678 | NONE | 501(C)3 | RENEWAL TEAM HAVEN HOUSE & FRIENDSHIP HOUSE & OPERATING | $22,500 |
| CREATIVITY FOR PEACE | |||||||
| 369 MONTEZUMA AVE 566 | SANTA FE | NM | 87501 | NONE | 501(C)3 | TRANSFORMING CONFLICT | $15,000 |
| DEMING ANIMAL GUARDIANS | |||||||
| PO BOX 1275 | DEMING | NM | 88031 | NONE | 501(C)3 | TRAP-NEUTER-RETURN OF FREE-ROAMING CATS | $5,000 |
| DESERT ACADEMY | |||||||
| 7300 OLD SANTA FE TRAIL | SANTA FE | NM | 87505 | NONE | 501(C)3 | OPERATING | $17,557 |
| EDEN HOUSE | |||||||
| PO BOX 750386 | NEW ORLEANS | LA | 70175 | NONE | 501(C)3 | RECOVERY PROJECT | $25,000 |
| EL CASTILLO RETIREMENT RESIDENCY | |||||||
| 250 EAST ALAMEDA | SANTA FE | NM | 87501 | NONE | 501(C)3 | OPERATING | $3,000 |
| FIRST UNITED METHODIST CHURCH | |||||||
| PO BOX 1567 | SHREVEPORT | LA | 711651567 | NONE | 501(C)3 | OPERATING | $7,500 |
| FOOD BANK OF NORTHWEST LOUISIANA | |||||||
| 2307 TEXAS AVE | SHREVEPORT | LA | 71103 | NONE | 501(C)3 | BUILD TODAY, FEED TOMORROW, CAPITAL CAMPAIGN PROJECT | $30,000 |
| GERARD'S HOUSE | |||||||
| PO BOX 28693 | SANTA FE | NM | 87592 | NONE | 501(C)3 | OPERATING | $10,000 |
| IMPACT PERSONAL SAFETY | |||||||
| PO BOX 8350 | SANTA FE | NM | 87504 | NONE | 501(C)3 | PREPARE CHILD SAFETY | $10,000 |
| INTERFAITH FOLK ART ALLIANCE | |||||||
| 404 KIVA CT STE G | SANTA FE | NM | 87505 | NONE | 501(C)3 | OPERATING | $25,000 |
| KITCHEN ANGELS | |||||||
| 1222 SILER RD | SANTA FE | NM | 87501 | NONE | 501(C)3 | CAPITAL CAMPAIGN TO ADDRESS GROWING DEMAND | $25,000 |
| LITERACY LINK | |||||||
| 515 WEST COLLEGE AVE | SILVER CITY | NM | 88061 | NONE | 501(C)3 | OPERATING | $5,000 |
| LOUISIANA ASSOC OF NONPROFIT ORGANIZATIONS | |||||||
| 447 THIRD STREET-2ND FLOOR | BATON ROUGE | LA | 70896 | NONE | 501(C)3 | TRAINING PROGRAM | $5,000 |
| MANY MOTHERS | |||||||
| PO BOX 23222 | SANTA FE | NM | 87502 | NONE | 501(C)3 | OPERATING | $10,000 |
| NEW MEXICO SCHOOL FOR THE ARTS | |||||||
| 275 EAST ALAMEDA | SANTA FE | NM | 87501 | NONE | 501(C)3 | RESIDENTIAL PROGRAM | $25,000 |
| OUTSIDE IN | |||||||
| PO BOX 5714 | SANTA FE | NM | 87502 | NONE | 501(C)3 | MUSIC INSTRUCTION CLASSES/ TREATMENT CTR. | $15,000 |
| P B & J FAMILY SERVICES | |||||||
| 1101 LOPEZ ROAD SW | ALBUQUERQUE | NM | 87105 | NONE | 501(C)3 | TRANSPORTATION PROJECT | $15,000 |
| PLANNED PARENTHOOD OF GULF COAST INC | |||||||
| 4600 GULF FREEWAY | HOUSTON | TX | 77023 | NONE | 501(C)3 | OPERATING | $25,000 |
| PLANNED PARENTHOOD OF ROCKY MTNS | |||||||
| 719 SAN MATEO NE | ALBUQUERQUE | NM | 87108 | NONE | 501(C)3 | SEX EDUCATION INSTITUTE PROJECT | $25,000 |
| PUERTO SEGURO | |||||||
| PO BOX 1433 | SOCORRO | NM | 87801 | NONE | 501(C)3 | OEPRATING | $10,000 |
| REEL FATHERS | |||||||
| 6 TORNEO COURT | SANTA FE | NM | 87508 | NONE | 501(C)3 | DADS AND KIDS STORY NIGHT PROJECT | $10,000 |
| SANTA FE ANIMAL SHELTER & HUMANE SOCIETY | |||||||
| 100 CAJA DEL RIO ROAD | SANTA FE | NM | 87507 | NONE | 501(C)3 | OPERATING | $15,000 |
| SANTA FE PERFORMING ARTS SCHOOL & COMPANY | |||||||
| PO BOX 22372 | SANTA FE | NM | 87502 | NONE | 501(C)3 | OPERATING | $10,000 |
| SECOND HARVEST FOOD | |||||||
| 700 EDWARDS AVE | NEW ORLEANS | LA | 70123 | NONE | 501(C)3 | WORKING TOGETHER TO END HUNGER | $15,000 |
| SOLACE CRISIS TREATMENT CENTER | |||||||
| 6601 VALENTINE WAY | SANTA FE | NM | 87507 | NONE | 501(C)3 | OPERATING | $15,000 |
| SOUTHWEST CREATIONS COLLABORATIVE | |||||||
| 1308 4TH ST NW | ALBUQUERQUE | NM | 87102 | NONE | 501(C)3 | HOCIA LA UNIVERSIDAD PROGRAM | $15,000 |
| ST ELIZABETH SHELTER | |||||||
| 804 ALARID ST | SANTA FE | NM | 87505 | NONE | 501(C)3 | CASA FAMILA URGENT CTR | $15,000 |
| ST VINCENT HOSPITAL FOUNDATION | |||||||
| 455 ST MICHAELS DRIVE | SANTA FE | NM | 87505 | NONE | 501(C)3 | MULTIYEAR GRANT & GALA/ FUNDRAISER | $416,666 |
| TEACH FOR AMERICA | |||||||
| 1206 EAST AZTEC AV C | GALLUP | NM | 87301 | NONE | 501(C)3 | OPERATING | $8,000 |
| TENDERLOVE COMMUNITY CENTER | |||||||
| PO BOX 65156 | ALBUQUERQUE | NM | 87193 | NONE | 501(C)3 | CREATIVE SEWING PROJECT | $10,000 |
| THE ESPANOLA ANIMAL SHELTER | |||||||
| 108 HAMM PARKWAY | ESPANOLA | NM | 87532 | NONE | 501(C)3 | OPERATING | $10,000 |
| THE HOPI SCHOOL INC | |||||||
| PO BOX 56 | HOTEVILLA | AZ | 860300056 | NONE | 501(C)3 | OPERATING | $2,000 |
| THE LENSIC SF PERFORMING ARTS CTR | |||||||
| 211 WEST SAN FRANCISCO ST | SANTA FE | NM | 87501 | NONE | 501(C)3 | OPERATING | $10,000 |
| THE NATURE CONSERVANCY | |||||||
| 721 GOVERNMENT ST STE200 | BATON ROUGE | LA | 70821 | NONE | 501(C)3 | OPERATING | $25,000 |
| THE RAILYARD STEWARDS | |||||||
| 805 EARLY ST 204-B | SANTA FE | NM | 87505 | NONE | 501(C)3 | OPERATING | $10,000 |
| THE SANTA FE OPERA | |||||||
| PO BOX 2408 | SANTA FE | NM | 87504 | NONE | 501(C)3 | ACTIVE LEARNING OPERA PROGRAM | $15,000 |
| THINK NEW MEXICO | |||||||
| 1227 PASEO DE PERALTA | SANTA FE | NM | 87501 | NONE | 501(C)3 | POLICY RESEARCH & PUBLIC EDUCATION PROJECT | $25,000 |
| VIETNAM PROJECT | |||||||
| 60 RAVENS RIDGE | SANTA FE | NM | 87505 | NONE | 501(C)3 | OPERATING | $2,000 |
| WAREHOUSE 21 | |||||||
| 1614 PASEO DE PERALTA | SANTA FE | NM | 87501 | NONE | 501(C)3 | OPERATING | $10,000 |
| WAY MAKERS MINISTRIES | |||||||
| 804 1ST AVE | HARVEY | LA | 70058 | NONE | 501(C)3 | EACH ONE HELP ONE PROGRAM | $20,000 |
| WISE FOOL YOUTH MOVEMENT INITIATIVE | |||||||
| 2778-D AGUA FRIA | SANTA FE | NM | 87507 | NONE | 501(C)3 | WISE FOOL YOUTH MOVEMENT PROJECT | $15,000 |
| YOUTH SHELTERS & FAMILY SERVICES | |||||||
| PO BOX 28279 | SANTA FE | NM | 87592 | NONE | 501(C)3 | OPERATING | $10,000 |
| BIG DOGS HUGE PAWS INC | |||||||
| 1917 PERRY PARK AVE | LARKSPUR | CO | 80118 | NONE | 501(C)3 | OPERATING | $2,000 |
| BOSQUE SCHOOL | |||||||
| 4000 BOSQUE SCHOOL RD | ALBUQUERQUE | NM | 87120 | NONE | 501(C)3 | CONNECTING TRIBAL YOUTH WITH ARTS, SCIENCE AND EMPLOYMENT PROJECT - RIVER SOURCE | $5,000 |
| BROTHERS TOGETHER | |||||||
| 2501 SAN PEDRO NE STE 206 | ALBUQUERQUE | NM | 87110 | NONE | 501(C)3 | DISCRETIONARY GRANT | $1,000 |
| COUNCIL ON ALCOHOLISM & DRUG ABUSE NW LA | |||||||
| 2000 FAIRFIELD AVE | SHREVEPORT | LA | 71104 | NONE | 501(C)3 | OPERATING | $10,000 |
| DENTAL CARE IN YOUR HOME | |||||||
| 4801 LANG AVE STE 110 | ALBUQUERQUE | NM | 87109 | NONE | 501(C)3 | HOME BOUND & SPECIAL NEEDS PROGRAM | $10,000 |
| EMORY UNIVERSITY FOR PARENT COUNCIL | |||||||
| 201 DOWMAN DR202 ADMIN BLDG | ATLANTA | GA | 30322 | NONE | 501(C)3 | MELLON GRADUATE TEACHING FELLOWSHIP PROGRAM | $15,000 |
| ENLACE COMMUNITARIO | |||||||
| PO BOX 8919 | ALBUQUERQUE | NM | 87106 | NONE | 501(C)3 | CHALLENGE TO CHANGE PROGRAM | $10,000 |
| FRIENDS FOREVER | |||||||
| 137 LEAPING POWDER RD | SANTA FE | NM | 87508 | NONE | 501(C)3 | CHILDRENS' RECREATIONAL PROGRAM | $10,000 |
| GIRL SCOUT - SANGRE DE CRISTO COUNCIL | |||||||
| 4000 JEFFERSON PLAZA NE | ALBUQUERQUE | NM | 87109 | NONE | 501(C)3 | MENTORING OF TROOP LEADERSHIP PROGRAM | $8,000 |
| IMOGEN F WILSON EDUCATION FOUNDATION | |||||||
| PO BOX 307 | MIMBRES | NM | 88049 | NONE | 501(C)3 | OPERATING | $5,000 |
| LIFE SKILLS FOR YOUTH OF NORTHERN NM INC | |||||||
| 1704-B LLANO ST 348 | SANTA FE | NM | 87505 | NONE | 501(C)3 | EDUCATION PROGRAM | $10,000 |
| MESA PRIETA PETROGLYPH PROJECT | |||||||
| PO BOX 407 | VELARDE | NM | 87582 | NONE | 501(C)3 | SUMMER YOUTH PROGRAM | $5,000 |
| SANTA FE FILM FESTIVAL | |||||||
| PO BOX 2167 | SANTA FE | NM | 87504 | NONE | 501(C)3 | OPERATING | $5,000 |
| SCHOOL FOR ADVANCED RESEARCH | |||||||
| PO BOX 2188 | SANTA FE | NM | 87504 | NONE | 501(C)3 | INDIAN ARTS RESEARCH CTR EDUCATION OUTREACH PROGRAMS | $15,000 |
| SOULFUL PRESENCE | |||||||
| 59 WILDFLOWER WAY | SANTA FE | NM | 87506 | NONE | 501(C)3 | WHERE TO GO PROJECT | $5,000 |
| SOUTHWEST WOMEN'S LAW CENTER | |||||||
| 1410 COAL AVE SW | ALBUQUERQUE | NM | 87104 | NONE | 501(C)3 | BREAST CANCER SCREENING PROJECT | $10,000 |
| SOUTHWEST YOUTH SERVICES | |||||||
| PO BOX 82624 | ALBUQUERQUE | NM | 87198 | NONE | 501(C)3 | 10TH ANNUAL INDIGENOUS SOCCER CUP PROJECT | $5,000 |
| ST PAUL'S EPISCOPAL CHURCH | |||||||
| 224 N EAST AVENUE | FAYETTEVILLE | AR | 72702 | NONE | 501(C)3 | OPERATING | $30,300 |
| THE LIFE LINK | |||||||
| 2325 CERRILLOS RD | SANTA FE | NM | 87505 | NONE | 501(C)3 | FAMILY SERVICES PROGRAM EXPANSION | $5,000 |
| THE MAY CENTER FOR LEARNING | |||||||
| 2019 GALISTEO BLD B | SANTA FE | NM | 87505 | NONE | 501(C)3 | OPERATING | $25,000 |
| THE SANTA FE SYMPHONY | |||||||
| PO BOX 9692 | SANTA FE | NM | 87504 | NONE | 501(C)3 | MUSIC MENTORS PROJECT | $5,000 |
| BRIDGE HOUSE | |||||||
| 4150 EARHART BLVD | NEW ORLEANS | LA | 70125 | NONE | 501(C)3 | NEW VAN PROJECT | $10,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $1,356,523 | 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 | $6 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $713,852 | ExclusionAmt |
Other Investment Incm Part VII OtherInvestmentIncmPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 01 | ExclusionCd |
| Exclusion | $13,730 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $358,520 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $1,086,108 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $1,086,108 | 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING | CategoryTxt |
| Amt | $40,804 | Amt |
| Net Investment Income | $20,402 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $22,742 | DisbursementsCharitablePrpsAmt |
Depreciation Schedule DepreciationSchedule
Depreciation Property DepreciationPropertyGrp (32 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | Cost Or Other BasisCostOrOtherBasisAmt | Prior Year DepreciationPriorYearDepreciationAmt | Computation MethodComputationMethodTxt | LifeLifeRt | Current Year ExpenseCurrentYearExpenseAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|---|---|---|---|---|
| BUILDING | 1998-06-01 | $601,725 | $289,957 | SL | 39.000000000000 | $15,429 | $0 |
| FURNITURE & FIXTURES | 1998-06-01 | $14,425 | $14,425 | SL | 7.000000000000 | $0 | $0 |
| BRUNO ADVERTISING - SIGN | 2001-04-11 | $1,234 | $1,234 | SL | 7.000000000000 | $0 | $0 |
| AMERICAN COUNTRY COLLECTION OFFICE FURNITURE | 2002-10-03 | $15,535 | $15,535 | SL | 7.000000000000 | $0 | $0 |
| AMERICAN COUNTRY COLLECTION OFFICE FURNITURE | 2002-11-26 | $26,963 | $26,963 | SL | 7.000000000000 | $0 | $0 |
| TWICE PREFERRED | 2002-11-26 | $4,000 | $4,000 | SL | 7.000000000000 | $0 | $0 |
| IRRIGATION | 2002-09-09 | $2,441 | $2,441 | SL | 7.000000000000 | $0 | $0 |
| AMERICAN COUNTRY COLLECTION OFFICE FURNITURE | 2003-02-04 | $9,842 | $9,842 | SL | 7.000000000000 | $0 | $0 |
| AMERICAN COUNTRY COLLECTION OFFICE FURNITURE | 2003-02-11 | $2,282 | $2,282 | SL | 7.000000000000 | $0 | $0 |
| LOE ALARM - PHONE SYSTEM | 2003-02-21 | $3,450 | $3,450 | SL | 7.000000000000 | $0 | $0 |
| DELL COMPUTERS | 2003-02-25 | $2,667 | $2,667 | SL | 5.000000000000 | $0 | $0 |
| AMERICAN COUNTRY COLLECTION OFFICE FURNITURE | 2003-03-04 | $2,360 | $2,360 | SL | 7.000000000000 | $0 | $0 |
| HART GALLERIES - RUG & FURNISHINGS | 2003-03-06 | $4,950 | $4,950 | SL | 7.000000000000 | $0 | $0 |
| DELL COMPUTERS | 2003-03-21 | $904 | $904 | SL | 5.000000000000 | $0 | $0 |
| DESK & CHAIR | 2003-04-01 | $2,511 | $2,511 | SL | 7.000000000000 | $0 | $0 |
| DELL COMPUTER | 2003-05-20 | $1,542 | $1,542 | SL | 5.000000000000 | $0 | $0 |
| AMERICAN COUNTRY COLLECTION OFFICE FURNITURE | 2003-06-19 | $1,267 | $1,267 | SL | 7.000000000000 | $0 | $0 |
| FRAMES - FRAME OF MIND | 2003-06-25 | $13,182 | $13,182 | SL | 7.000000000000 | $0 | $0 |
| COMPUTER & SERVER | 2003-05-13 | $1,488 | $1,488 | SL | 5.000000000000 | $0 | $0 |
| FURNITURE & FIXTURES | 1998-06-01 | $15,000 | $15,000 | SL | 7.000000000000 | $0 | $0 |
| COMPUTER | 2004-03-17 | $1,716 | $1,716 | SL | 5.000000000000 | $0 | $0 |
| COPIER | 2004-03-11 | $2,048 | $2,048 | SL | 5.000000000000 | $0 | $0 |
| OUTSIDE LIGHTS | 2004-08-20 | $11,114 | $11,114 | SL | 7.000000000000 | $0 | $0 |
| FRAMES - FRAME OF MIND | 2005-02-14 | $2,792 | $2,792 | SL | 7.000000000000 | $0 | $0 |
| FRAMES - FRAME OF MIND | 2005-03-07 | $2,092 | $2,092 | SL | 7.000000000000 | $0 | $0 |
| OFFICE FURNITURE | 2005-05-11 | $5,065 | $5,065 | SL | 7.000000000000 | $0 | $0 |
| ASIAN ADOBE-LAMPSHADE, PORCELAIN BOWLS | 2005-05-31 | $912 | $912 | SL | 7.000000000000 | $0 | $0 |
| BUILDING IMPROVEMENTS | 2005-06-30 | $20,525 | $5,524 | SL | 39.000000000000 | $526 | $0 |
| LAMPS | 2005-11-18 | $1,259 | $1,259 | SL | 7.000000000000 | $0 | $0 |
| BUILDING IMPROVEMENTS | 2007-09-01 | $162,986 | $34,825 | SL | 39.000000000000 | $4,179 | $0 |
| WATER SYSTEM | 2008-07-02 | $6,444 | $6,444 | SL | 7.000000000000 | $0 | $0 |
| COMPUTER | 2011-02-09 | $4,248 | $4,179 | SL | 5.000000000000 | $69 | $0 |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond | CORPORATE BONDS | BondNm |
| EOY Book Value | $1,130,824 | EOYBookValueAmt |
| EOYFMV | $1,130,824 | EOYFMVAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | STOCKS | StockNm |
| EOY Book Value | $25,751,900 | EOYBookValueAmt |
| EOYFMV | $25,751,900 | EOYFMVAmt |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| US Govt Obligations Book Vl EOY | $1,614,696 | USGovtObligationsBookVlEOYAmt |
| US Govt Obligations EOYFMV | $1,614,696 | USGovtObligationsEOYFMVAmt |
| State Local Sec Book Vl EOY | $0 | StateLocalSecBookVlEOYAmt |
| State Local Sec EOYFMV | $0 | StateLocalSecEOYFMVAmt |
Land Etc Schedule2 LandEtcSchedule2
Land Etc LandEtcGrp (32 entries)
| Category Or ItemCategoryOrItemTxt | Cost Or Other BasisCostOrOtherBasisAmt | Accumulated DepreciationAccumulatedDepreciationAmt | Book ValueBookValueAmt |
|---|---|---|---|
| BUILDING | $601,725 | $305,386 | $296,339 |
| FURNITURE & FIXTURES | $14,425 | $14,425 | $0 |
| BRUNO ADVERTISING - SIGN | $1,234 | $1,234 | $0 |
| AMERICAN COUNTRY COLLECTION OFFICE FURNITURE | $15,535 | $15,535 | $0 |
| AMERICAN COUNTRY COLLECTION OFFICE FURNITURE | $26,963 | $26,963 | $0 |
| TWICE PREFERRED | $4,000 | $4,000 | $0 |
| IRRIGATION | $2,441 | $2,441 | $0 |
| AMERICAN COUNTRY COLLECTION OFFICE FURNITURE | $9,842 | $9,842 | $0 |
| AMERICAN COUNTRY COLLECTION OFFICE FURNITURE | $2,282 | $2,282 | $0 |
| LOE ALARM - PHONE SYSTEM | $3,450 | $3,450 | $0 |
| DELL COMPUTERS | $2,667 | $2,667 | $0 |
| AMERICAN COUNTRY COLLECTION OFFICE FURNITURE | $2,360 | $2,360 | $0 |
| HART GALLERIES - RUG & FURNISHINGS | $4,950 | $4,950 | $0 |
| DELL COMPUTERS | $904 | $904 | $0 |
| DESK & CHAIR | $2,511 | $2,511 | $0 |
| DELL COMPUTER | $1,542 | $1,542 | $0 |
| AMERICAN COUNTRY COLLECTION OFFICE FURNITURE | $1,267 | $1,267 | $0 |
| FRAMES - FRAME OF MIND | $13,182 | $13,182 | $0 |
| COMPUTER & SERVER | $1,488 | $1,488 | $0 |
| FURNITURE & FIXTURES | $15,000 | $15,000 | $0 |
| COMPUTER | $1,716 | $1,716 | $0 |
| COPIER | $2,048 | $2,048 | $0 |
| OUTSIDE LIGHTS | $11,114 | $11,114 | $0 |
| FRAMES - FRAME OF MIND | $2,792 | $2,792 | $0 |
| FRAMES - FRAME OF MIND | $2,092 | $2,092 | $0 |
| OFFICE FURNITURE | $5,065 | $5,065 | $0 |
| ASIAN ADOBE-LAMPSHADE, PORCELAIN BOWLS | $912 | $912 | $0 |
| BUILDING IMPROVEMENTS | $20,525 | $6,050 | $14,475 |
| LAMPS | $1,259 | $1,259 | $0 |
| BUILDING IMPROVEMENTS | $162,986 | $39,004 | $123,982 |
| WATER SYSTEM | $6,444 | $6,444 | $0 |
| COMPUTER | $4,248 | $4,248 | $0 |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | DEPOSITS | Desc |
| BOY Book Value | $2,400 | BOYBookValueAmt |
| EOY Book Value | $2,400 | EOYBookValueAmt |
| EOYFMV | $2,400 | EOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (11 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| REPAIRS & MAINTENANCE | $16,968 | $8,484 | $7,981 |
| INSURANCE | $9,520 | $4,760 | $4,760 |
| OFFICE EXPENSE | $9,672 | $4,836 | $4,918 |
| POSTAGE/SHIPPING | $4,898 | $2,449 | $2,576 |
| JANITORIAL | $4,490 | $2,245 | $2,245 |
| COMPOUND FEES | $3,153 | $1,577 | $1,971 |
| SECURITY | $1,080 | $540 | $540 |
| DUES & SUBSCRIPTIONS | $457 | $229 | $228 |
| TELEPHONE | $6,405 | $3,203 | $3,251 |
| INVESTMENT FEES | $90,170 | $90,170 | $0 |
| BIENNIAL REPORT | $39,577 | $0 | $39,577 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt |
|---|---|---|---|
| OIL & GAS ROYALTY | $11,807 | $11,807 | $11,807 |
| LITIGATION SETTLEMENT FUND | $1,923 | $1,923 | $1,923 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | UNREALIZED GAIN (LOSS) | Desc |
| Amt | $1,164,174 | Amt |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | PAYROLL TAXES PAYABLE | Desc |
| BOY Book Value | $732 | BOYBookValueAmt |
| EOY Book Value | $735 | EOYBookValueAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| COMPUTER & OTHERS | $12,334 | $6,167 | $6,165 |
| PENSION ADMIN | $1,741 | $871 | $871 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (4 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| PAYROLL & OTHER | $17,887 | $8,943 | $8,943 |
| FEDERAL EXCISE TAX | $14,795 | $0 | $0 |
| FOREIGN TAXES | $16,663 | $16,663 | $0 |
| PROPERTY TAX | $6,930 | $0 | $6,930 |