JONATHAN AND KATHLEEN ALTMAN FOUNDATION: Form 990PF, tax year 2024

View the entire original 990 at ProPublica ↗

Organization: JONATHAN AND KATHLEEN ALTMAN FOUNDATION (EIN 85-0470898)
Tax period: 2024-01-01 to 2024-12-31
Filed: 2025-11-13
IRS object ID: 202513179349102321
Schema version: 2024v5.2
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
Schedule B
Accounting Fees Schedule
Investments Corp Bonds Schedule
Investments Corp Stock Schedule
Investments Other Schedule2
Legal Fees Schedule
Other Assets Schedule
Other Decreases Schedule
Other Expenses Schedule
Other Increases Schedule
Other Professional Fees Schedule
Substantial Contributors Sch
Taxes Schedule

Return header ReturnHeader

Field	Value	IRS element (for citing)
Return	2025-11-13T12:30:19-06:00	ReturnTs
Tax Period End	2024-12-31	TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

Field	Value	IRS element (for citing)
Preparer Firm EIN	994625061	PreparerFirmEIN

Preparer Firm Name PreparerFirmName

Field	Value	IRS element (for citing)
Business Name Line1	CRI ADVISORS LLC	BusinessNameLine1Txt

Preparer US Address PreparerUSAddress

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

Field	Value	IRS element (for citing)
Return Type	990PF	ReturnTypeCd
Tax Period Begin	2024-01-01	TaxPeriodBeginDt

Filer Filer

Field	Value	IRS element (for citing)
EIN	850470898	EIN

Business Name BusinessName

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

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

US Address USAddress

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

Business Officer BusinessOfficerGrp

Field	Value	IRS element (for citing)
Person	JONATHAN ALTMAN	PersonNm
Person Title	DIRECTOR	PersonTitleTxt
Phone	5059831111	PhoneNum
Signature	2025-11-13	SignatureDt
Discuss With Paid Preparer	Yes (1)	DiscussWithPaidPreparerInd

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

Preparer Person PreparerPersonGrp

Field	Value	IRS element (for citing)
Preparer Person	MICHELE A KIRKLAND	PreparerPersonNm
PTIN	P00949599	PTIN
Phone	5757692841	PhoneNum
Preparation	2025-11-13	PreparationDt

Field	Value	IRS element (for citing)
Tax	2024	TaxYr
Build TS	2025-03-06 01:10:19Z	BuildTS

Form 990-PF IRS990PF

Field	Value	IRS element (for citing)
Organization501c3 Exempt PF	Yes (X)	Organization501c3ExemptPFInd
FMV Assets EOY	$41,767,257	FMVAssetsEOYAmt
Method Of Accounting Cash	Yes (X)	MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

Field	Value	IRS element (for citing)
Contri Rcvd Rev And Expnss	$9,916	ContriRcvdRevAndExpnssAmt
Interest On Sav Rev And Expnss	$75,824	InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm	$75,824	InterestOnSavNetInvstIncmAmt
Dividends Rev And Expnss	$709,217	DividendsRevAndExpnssAmt
Dividends Net Invst Incm	$709,217	DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss	$4,057,681	NetGainSaleAstRevAndExpnssAmt
Gross Sales Price	$9,096,730	GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm	$4,057,681	CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss	$4,852,638	TotalRevAndExpnssAmt
Total Net Invst Incm	$4,842,722	TotalNetInvstIncmAmt
Comp Ofcr Dir Trst Rev And Expnss	$0	CompOfcrDirTrstRevAndExpnssAmt
Comp Ofcr Dir Trst Net Invst Incm	$0	CompOfcrDirTrstNetInvstIncmAmt
Comp Ofcr Dir Trst Dsbrs Chrtbl	$0	CompOfcrDirTrstDsbrsChrtblAmt
Legal Fees Rev And Expnss	$29,033	LegalFeesRevAndExpnssAmt
Legal Fees Net Invst Incm	$14,517	LegalFeesNetInvstIncmAmt
Legal Fees Dsbrs Chrtbl	$14,517	LegalFeesDsbrsChrtblAmt
Accounting Fees Rev And Expnss	$24,797	AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm	$12,399	AccountingFeesNetInvstIncmAmt
Accounting Fees Chrtbl Prps	$12,398	AccountingFeesChrtblPrpsAmt
Other Prof Fees Rev And Expnss	$605,209	OtherProfFeesRevAndExpnssAmt
Other Prof Fees Net Invst Incm	$292,044	OtherProfFeesNetInvstIncmAmt
Other Prof Fees Dsbrs Chrtbl	$313,165	OtherProfFeesDsbrsChrtblAmt
Interest Rev And Expnss	$37,274	InterestRevAndExpnssAmt
Interest Net Invst Incm	$37,274	InterestNetInvstIncmAmt
Interest Dsbrs Chrtbl	$0	InterestDsbrsChrtblAmt
Taxes Rev And Expnss	$66,946	TaxesRevAndExpnssAmt
Taxes Net Invst Incm	$15,305	TaxesNetInvstIncmAmt
Taxes Dsbrs Chrtbl	$0	TaxesDsbrsChrtblAmt
Trav Conf Meeting Rev And Expnss	$39,505	TravConfMeetingRevAndExpnssAmt
Trav Conf Meeting Net Invst Incm	$0	TravConfMeetingNetInvstIncmAmt
Trav Conf Meeting Dsbrs Chrtbl	$39,505	TravConfMeetingDsbrsChrtblAmt
Other Expenses Rev And Expnss	$52,693	OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm	$41,662	OtherExpensesNetInvstIncmAmt
Other Expenses Dsbrs Chrtbl	$11,031	OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss	$855,457	TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm	$413,201	TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl	$390,616	TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss	$4,101,100	ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl	$4,101,100	ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss	$4,956,557	TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm	$413,201	TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl	$4,491,716	TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses	-$103,919	ExcessRevenueOverExpensesAmt
Net Investment Income	$4,429,521	NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

Field	Value	IRS element (for citing)
Sav And Temp Cash Invst BOY	$1,224,507	SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY	$224,280	SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV	$224,280	SavAndTempCashInvstEOYFMVAmt
US Government Obligations BOY	$2,165,713	USGovernmentObligationsBOYAmt
US Government Obligations EOY	$0	USGovernmentObligationsEOYAmt
US Govt Obligations EOYFMV	$0	USGovtObligationsEOYFMVAmt
Corporate Stock BOY	$14,087,935	CorporateStockBOYAmt
Corporate Stock EOY	$14,965,781	CorporateStockEOYAmt
Corporate Stock EOYFMV	$30,503,935	CorporateStockEOYFMVAmt
Corporate Bonds BOY	$6,338,927	CorporateBondsBOYAmt
Corporate Bonds EOY	$8,202,039	CorporateBondsEOYAmt
Corporate Bonds EOYFMV	$8,072,505	CorporateBondsEOYFMVAmt
Other Investments BOY	$2,531,147	OtherInvestmentsBOYAmt
Other Investments EOY	$2,947,122	OtherInvestmentsEOYAmt
Other Investments EOYFMV	$2,947,122	OtherInvestmentsEOYFMVAmt
Other Assets BOY	$10,480	OtherAssetsBOYAmt
Other Assets EOY	$19,415	OtherAssetsEOYAmt
Other Assets EOYFMV	$19,415	OtherAssetsEOYFMVAmt
Total Assets BOY	$26,358,709	TotalAssetsBOYAmt
Total Assets EOY	$26,358,637	TotalAssetsEOYAmt
Total Assets EOYFMV	$41,767,257	TotalAssetsEOYFMVAmt
Total Liabilities BOY	$0	TotalLiabilitiesBOYAmt
Total Liabilities EOY	$0	TotalLiabilitiesEOYAmt
Org Does Not Follow FASB117	Yes (X)	OrgDoesNotFollowFASB117Ind
Capital Stock BOY	$0	CapitalStockBOYAmt
Capital Stock EOY	$0	CapitalStockEOYAmt
Additional Paid In Capital BOY	$0	AdditionalPaidInCapitalBOYAmt
Additional Paid In Capital EOY	$0	AdditionalPaidInCapitalEOYAmt
Retained Earning BOY	$26,358,709	RetainedEarningBOYAmt
Retained Earning EOY	$26,358,637	RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY	$26,358,709	TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY	$26,358,637	TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY	$26,358,709	TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY	$26,358,637	TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

Field	Value	IRS element (for citing)
Tot Net Ast Or Fund Balances BOY	$26,358,709	TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses	-$103,919	ExcessRevenueOverExpensesAmt
Other Increases	$723,244	OtherIncreasesAmt
Subtotal	$26,978,034	SubtotalAmt
Other Decreases	$619,397	OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY	$26,358,637	TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (6 entries)

PropertyPropertyDesc	SoldSoldDt	Gross Sales PriceGrossSalesPriceAmt	Cost Or Other BasisCostOrOtherBasisAmt	Gain Or LossGainOrLossAmt	Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt
PUBLICLY TRADED SECURITIES-ST	2024-12-31	$2,250,003	$2,165,713	$84,290	$84,290
PUBLICLY TRADED SECURITIES-LT	2024-12-31	$4,696,642	$2,213,694	$2,482,948	$2,482,948
PUBLICLY TRADED SECURITIES-LT	2024-12-31	$2,148,847	$1,073,366	$1,075,481	$1,075,481
ST FROM PASSTHROUGH	2024-12-31			$415,607	$415,607
LT FROM PASSTHROUGH	2024-12-31			-$1,883	-$1,883
LT CAPITAL GAIN DISTRIBUTIONS	2024-12-31	$1,238		$1,238	$1,238

Field	Value	IRS element (for citing)
Capital Gain Net Income	$4,057,681	CapitalGainNetIncomeAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

Field	Value	IRS element (for citing)
Investment Income Excise Tax	$61,570	InvestmentIncomeExciseTaxAmt
Tax Under Section511	$0	TaxUnderSection511Amt
Subtotal	$61,570	SubtotalAmt
Subtitle A Tax	$0	SubtitleATaxAmt
Tax Based On Investment Income	$61,570	TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx	$97,064	EstimatedPlusOvpmtIncmTxAmt
Exempt Frgn Org Tax Wthld At Srce	$0	ExemptFrgnOrgTaxWthldAtSrceAmt
Extsn Request Income Tax Paid	$0	ExtsnRequestIncomeTaxPaidAmt
Backup Withholding Withheld	$0	BackupWithholdingWithheldAmt
Total Payments And Credits	$97,064	TotalPaymentsAndCreditsAmt
Es Penalty	$0	EsPenaltyAmt
Overpayment	$35,494	OverpaymentAmt
Applied To ES Tax	$35,494	AppliedToESTaxAmt
Refund	$0	RefundAmt

Statements Regarding Acty StatementsRegardingActyGrp

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

Location Of Books US Address LocationOfBooksUSAddress

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

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

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

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

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (2 entries)

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

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

Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp (3 entries)

Address Line1USAddress/AddressLine1Txt	CityUSAddress/CityNm	State AbbreviationUSAddress/StateAbbreviationCd	ZIPUSAddress/ZIPCd	Service TypeServiceTypeTxt	CompensationCompensationAmt
CHRISTIANA COGGINS FRANKLIN
1569 WILDERNESS GATE ROAD	SANTA FE	NM	87505	CONSULTING	$121,717
JUANE EVANS
92 MARINITA AVENUE	SAN RAFAEL	CA	94901	CONSULTING	$99,705
KIMI GREEN
120 CAMINITO MONTANO	SANTA FE	NM	87501	CONSULTING	$78,199

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

Sum Of Program Related Invst SumOfProgramRelatedInvstGrp

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

Minimum Investment Return MinimumInvestmentReturnGrp

Field	Value	IRS element (for citing)
Average Monthly FMV Of Sec	$39,872,882	AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances	$1,035,920	AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast	$1,618	FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets	$40,910,420	TotalFMVOfUnusedAssetsAmt
Reduction Claimed	$0	ReductionClaimedAmt
Acquisition Indebtedness	$0	AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast	$40,910,420	AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable	$613,656	CashDeemedCharitableAmt
Net Vl Noncharitable Assets	$40,296,764	NetVlNoncharitableAssetsAmt
Minimum Investment Return	$2,014,838	MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

Field	Value	IRS element (for citing)
Minimum Investment Return	$2,014,838	MinimumInvestmentReturnAmt
Tax Based On Investment Income	$61,570	TaxBasedOnInvestmentIncomeAmt
Total Tax	$61,570	TotalTaxAmt
Distributable Before Adj	$1,953,268	DistributableBeforeAdjAmt
Recoveries Qualfied Distri	$0	RecoveriesQualfiedDistriAmt
Distributable Before Ded	$1,953,268	DistributableBeforeDedAmt
Deduction From Distributable	$0	DeductionFromDistributableAmt
Distributable As Adjusted	$1,953,268	DistributableAsAdjustedAmt

PF Qualifying Distributions PFQualifyingDistributionsGrp

Field	Value	IRS element (for citing)
Expenses And Contributions	$4,491,716	ExpensesAndContributionsAmt
Program Related Invst Total	$0	ProgramRelatedInvstTotalAmt
Qualifying Distributions	$4,491,716	QualifyingDistributionsAmt

Undistributed Income UndistributedIncomeGrp

Field	Value	IRS element (for citing)
Distributable As Adjusted	$1,953,268	DistributableAsAdjustedAmt
Undistributed Income PY	$0	UndistributedIncomePYAmt
Total For Prior Years	$0	TotalForPriorYearsAmt
Excess Distribution Cyov Yr3	$537,286	ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr2	$1,548,359	ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1	$1,706,094	ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov	$3,791,739	TotalExcessDistributionCyovAmt
Qualifying Distributions	$4,491,716	QualifyingDistributionsAmt
Applied To Year1	$0	AppliedToYear1Amt
Applied To Prior Years	$0	AppliedToPriorYearsAmt
Treated As Distri From Corpus	$0	TreatedAsDistriFromCorpusAmt
Applied To Current Year	$1,953,268	AppliedToCurrentYearAmt
Remaining Distri From Corpus	$2,538,448	RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus	$0	ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY	$0	ExcessDistributionCyovAppCYAmt
Total Corpus	$6,330,187	TotalCorpusAmt
Prior Year Undistributed Incm	$0	PriorYearUndistributedIncmAmt
Prior Year Deficiency Or Tax	$0	PriorYearDeficiencyOrTaxAmt
Taxable1	$0	Taxable1Amt
Taxable2	$0	Taxable2Amt
Undistributed Income CY	$0	UndistributedIncomeCYAmt
Corpus Distri170b1 E Or4942g3	$0	CorpusDistri170b1EOr4942g3Amt
Excess Distri Cyov From Yr5	$0	ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr	$6,330,187	ExcessDistriCyovToNextYrAmt
Excess From Year3	$537,286	ExcessFromYear3Amt
Excess From Year2	$1,548,359	ExcessFromYear2Amt
Excess From Year1	$1,706,094	ExcessFromYear1Amt
Excess From Current Year	$2,538,448	ExcessFromCurrentYearAmt

Supplementary Information SupplementaryInformationGrp

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

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (69 entries)

Address Line1RecipientUSAddress/AddressLine1Txt	CityRecipientUSAddress/CityNm	State AbbreviationRecipientUSAddress/StateAbbreviationCd	ZIPRecipientUSAddress/ZIPCd	Recipient Foundation StatusRecipientFoundationStatusTxt	Grant Or Contribution PurposeGrantOrContributionPurposeTxt	AmtAmt
ALLIANCE FOR THE EARTH
PO BOX 8031	SANTA FE	NM	87504	PUBLIC	DONATION	$10,000
AMALGAMATED CHARITABLE FOUNDATION
1825 K STREET NW	WASHINGTON	DC	200061202	PUBLIC	KINDLE PROJECT	$5,000
AMIGO BRAVOS
PO BOX 238	TAOS	NM	87571	PUBLIC	DONATION	$10,000
ARCHANGEL ANCIENT TREE ARCHIVE
PO BOX 98	COPEMISH	MI	49625	PUBLIC	DONATION	$150,000
ATTACH YOUR HEART FOUNDATION CO FIRST NATIONS DEVELOPMENT INSTITUTE
2432 MAIN STREET	LONGMONT	CO	80501	PUBLIC	DONATION	$50,000
ATTACH YOUR HEART FOUNDATION CO SANTA FE COMMUNITY FOUNDATION
PO BOX 1827	SANTA FE	NM	87504	PUBLIC	TRAVEL GRANT	$3,000
BUDDHIST GLOBAL RELIEF
2020 ROUTE 301	CARMEL	NY	10512	PUBLIC	DONATION	$100,000
CANTICLE FARM
1968 36TH AVENUE	OAKLAND	CA	94601	PUBLIC	JOANNA MACY PROJECT	$20,000
CENTER FOR BIOLOGICAL DIVERSITY
PO BOX 710	TUCSON	AZ	85702	PUBLIC	DONATION	$50,000
CENTER FOR CONTEMPORARY ARTS-SANTA FE
1050 OLD PECOS TRAIL	SANTA FE	NM	87505	PUBLIC	DONATION	$1,000
COMMUNITY PALLIATIVE CARE OF NORTHERN NEW MEXICO
618-C EAST ALAMEDA	SANTA FE	NM	87501	PUBLIC	DONATION	$1,000
CONSERVATION LEGACY
701 CAMINO DEL RIO STE 101	DURANGO	CO	81301	PUBLIC	ANCESTRAL LANDS CONSERVATION CORPS	$28,000
DILGO KHYENTSE FELLOWSHIP
237 WEST 35TH STREET SUITE 1101	NEW YORK	NY	10001	PUBLIC	DONATION	$10,000
DOCTORS WITHOUT BORDERS
40 RECTOR ST 16TH FLOOR	NEW YORK	NY	10006	PUBLIC	DONATION	$150,000
ELEPHANT AID INTERNATIONAL
PO BOX 283	ATTAPULGUS	GA	39815	PUBLIC	DONATION	$1,000
ENVIRONMENTAL DEFENSE FUND
257 PARK AVENUE SOUTH	NEW YORK	NY	10010	PUBLIC	DONATION	$20,000
FELIX GILLET INSTITUTE
PO BOX 942	NORTH SAN JUAN	CA	95959	PUBLIC	DONATION	$5,000
FLOWERING TREE PERMACULTURE INSTITUTE
231 BELOW OBSIDIAN ROAD	ESPANOLA	NM	875321335	PUBLIC	TRAVEL GRANT	$3,000
FLOWERING TREE PERMACULTURE INSTITUTE
231 BELOW OBSIDIAN ROAD	ESPANOLA	NM	87532	PUBLIC	DONATION	$50,000
FOUR CORNERS INSTITUTE
1475 CANYON ROAD	SANTA FE	NM	87501	PUBLIC	DONATION	$25,000
FRIENDS OF THE SANTA FE RIVER
223 N GUADALUPE STREET 140	SANTA FE	NM	87501	PUBLIC	DONATION	$1,000
GLAS FOUNDATION
4 CIBOLA CIRCLE	SANTA FE	NM	87505	PUBLIC	DONATION	$10,000
GRAND CANYON TRUST
2601 N FORT VALLEY RD	FLAGSTAFF	AZ	86001	PUBLIC	DONATION	$10,000
HEALTH IN HARMONY
PO BOX 96176	PORTLAND	OR	97296	PUBLIC	DONATION	$50,000
INTERNATIONAL RESCUE COMMITTEE
122 E 42ND STREET 12	NEW YORK	NY	10168	PUBLIC	DONATION	$200,000
JUBILEE JUSTICE
490 LAKE PARK AVENUE 10481	OAKLAND	CA	94610	PUBLIC	DONATION	$5,000
KINDLE PROJECT
1000 CORDOVA PLACE 351	SANTA FE	NM	87505	PUBLIC	DONATION	$50,000
KINDLE PROJECT
1000 CORDOVA PLACE 351	SANTA FE	NM	87505	PUBLIC	REGENERATIVE ARTS FUND	$100,000
KITCHEN ANGELS
1222 SILER ROAD A	SANTA FE	NM	87507	PUBLIC	DONATION	$10,000
LAMA FOUNDATION
PO BOX 240	SAN CRISTOBAL	NM	87564	PUBLIC	DONATION	$10,000
NATIONAL RESOURCES DEFENSE COUNCIL
440 WEST 20TH STREET 11	NEW YORK	NY	10011	PUBLIC	BRISTOL BAY	$5,000
NATIONAL TROPICAL BOTANICAL GARDEN
3530 PAPALINA ROAD	KALAHEO	HI	96741	PUBLIC	LIMAHULI	$75,000
NATIONAL TROPICAL BOTANICAL GARDEN
3530 PAPALINA ROAD	KALAHEO	HI	96741	PUBLIC	KAHUNA	$75,000
NATIONAL TROPICAL BOTANICAL GARDEN
3530 PAPALINA ROAD	KALAHEO	HI	96741	PUBLIC	TRAVEL GRANT	$8,000
NATURAL RESOURCES DEFENSE COUNCIL
40 W 20TH ST 11	NEW YORK	NY	10011	PUBLIC	DONATION	$150,000
NEW MEXICO APPLESEED
222 E MARCY STREET STE 20	SANTA FE	NM	87501	PUBLIC	DONATION	$10,000
NEW MEXICO FOUNDATION
8 CALLE MEDICO	SANTA FE	NM	87505	PUBLIC	YAKANAL AT LAGUNA PUEBLO	$51,500
NEW MEXICO PBS
1130 UNIVERSITY BLVD NE	ALBUQUERQUE	NM	87102	PUBLIC	DONATION	$5,000
NEW MEXICO SCHOOL FOR THE ARTS
500 MONTEZUMA AVE STE 200	SANTA FE	NM	87501	PUBLIC	DONATION	$5,000
NEW MEXICO WILDERNESS ALLIANCE
PO BOX 25464	ALBUQUERQUE	NM	87125	PUBLIC	DONATION	$10,000
OCCIDENTAL ARTS & ECOLOGY CENTER
15290 COLEMAN VALLEY ROAD	OCCIDENTAL	CA	95464	PUBLIC	DONATION	$200,000
PUNCHING OUT PARKINSON'S SANTA FE
1704 LLANO STREET STE B110	SANTA FE	NM	87505	PUBLIC	DONATION	$10,000
PUNDARIKA FOUNDATION
PO BOX 57	CRESTONE	CO	81131	PUBLIC	RINPOCHE'S TRAVEL FUND	$5,000
RAINFOREST ACTION NETWORK
425 BUSH ST STE 300	SAN FRANCISCO	CA	94108	PUBLIC	DONATION	$30,000
ROCKY MOUNTAIN POLLINATOR INSTITUTE
301 GOLD AVE SW STE 102	ALBUQUERQUE	NM	87102	PUBLIC	DONATION	$10,000
SAN FRANCISCO ZEN CENTER
300 PAGE STREET	SAN FRANCISCO	CA	94102	PUBLIC	DONATION	$20,000
SANTA FE CONSERVATION TRUST
PO BOX 23985	SANTA FE	NM	87502	PUBLIC	DONATION	$30,000
SANTA FE FARMER'S MARKET INSTITUTE
1607 PASEO DE PERALTA SUITE A	SANTA FE	NM	87501	PUBLIC	DONATION	$7,000
SCOTT'S HOUSE
287 RODEO ROAD	SANTA FE	NM	87505	PUBLIC	DONATION	$5,000
SITE SANTA FE
1606 PASEO DE PERALTA	SANTA FE	NM	87501	PUBLIC	DONATION	$5,000
SONOMA MOUNTAIN ZEN CENTER
6367 SONOMA MOUNTAIN ROAD	SANTA ROSA	CA	95404	PUBLIC	DONATION	$5,000
SOUTHERN UTAH WILDERNESS ALLIANCE
425 EAST 100 SOUTH	SALT LAKE CITY	UT	841111801	PUBLIC	DONATION	$2,000
ST ELIZABETH'S SHELTER
804 ALARID STREET	SANTA FE	NM	87505	PUBLIC	DONATION	$7,000
ST VINCENT'S HOSPITAL FOUNDATION
455 ST MICHAELS DR 2ND FLOOR	SANTA FE	NM	87505	PUBLIC	DONATION	$25,000
THE CULTURAL CONSERVANCY
PO BOX 29044	SAN FRANCISCO	CA	94129	PUBLIC	DONATION	$100,000
THE FOOD DEPOT
1222 SILER ROAD	SANTA FE	NM	87507	PUBLIC	DONATION	$20,000
THE MERWIN CONSERVANCY
PO BOX 809	HAIKU	HI	96708	PUBLIC	TRAVEL GRANT	$4,000
THE MERWIN CONSERVANCY
PO BOX 809	HAIKU	HI	96708	PUBLIC	DONATION	$100,000
THE NATURE CONSERVANCY
1613 PASEO DE PERALTA STE 201	SANTA FE	NM	87501	PUBLIC	RIO GRANDE WATER FUND	$50,000
THE STORYDANCER PROJECT
369 MONTEZUMA AVE 490	SANTA FE	NM	87501	PUBLIC	DONATION	$10,000
THE TIBET FUND
241 EAST 32ND STREET	NEW YORK	NY	10016	PUBLIC	DONATION	$103,600
THE WARMTH INITIATIVE CO SOURCE STUDIO
PO BOX 505	BURNSVILLE	NC	28714	PUBLIC	DONATION	$25,000
THINK NEW MEXICO
1227 PASEO DE PERALTA	SANTA FE	NM	87501	PUBLIC	DONATION	$5,000
TRUST FOR PUBLIC LAND - NEW MEXICO
607 CERILLOS ROAD SUITE F1	SANTA FE	NM	87505	PUBLIC	DONATION	$30,000
TRUST FOR PUBLIC LAND - USA
PO BOX 889336	LOS ANGELES	CA	90088	PUBLIC	DONATION	$30,000
UCSD FOUNDATION
9500 GILMAN DRIVE MC 0940	LA JOLLA	CA	92093	PUBLIC	HEALTHY SOILS PROJECT	$1,000,000
UPPER GILA WATERSHED ALLIANCE
PO BOX 383	GILA	NM	88038	PUBLIC	DONATION	$5,000
WASHINGTON STATE UNIVERSITY FOUNDATION
PO BOX 641925	PULLMAN	WA	99164	PUBLIC	BEE PROGRAM	$625,000
WORLD CONNECT
632 BROADWAY SUITE 901	NEW YORK	NY	10012	PUBLIC	DONATION	$100,000

Field	Value	IRS element (for citing)
Total Grant Or Contri Pd Dur Yr	$4,101,100	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	$75,824	ExclusionAmt

Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl

Field	Value	IRS element (for citing)
Exclusion	14	ExclusionCd
Exclusion	$709,217	ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

Field	Value	IRS element (for citing)
Exclusion	18	ExclusionCd
Exclusion	$4,057,681	ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

Field	Value	IRS element (for citing)
Unrelated Business Taxbl Incm	$0	UnrelatedBusinessTaxblIncmAmt
Exclusion	$4,842,722	ExclusionAmt
Related Or Exempt Function Incm	$0	RelatedOrExemptFunctionIncmAmt

Field	Value	IRS element (for citing)
Total Income Producing Acty	$4,842,722	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

Schedule B IRS990ScheduleB

Field	Value	IRS element (for citing)
Organization501c3 Exempt PF	Yes (X)	Organization501c3ExemptPFInd
General Rule	Yes (X)	GeneralRuleInd

Contributor Information ContributorInformationGrp (2 entries)

ContributorContributorNum	Address Line1ContributorUSAddress/AddressLine1Txt	CityContributorUSAddress/CityNm	State AbbreviationContributorUSAddress/StateAbbreviationCd	ZIPContributorUSAddress/ZIPCd	Total ContributionsTotalContributionsAmt	Person ContributionPersonContributionInd	Noncash ContributionNoncashContributionInd
COLLEEN KELLEY TRUST CO AVALON TRUST CO
1	125 LINCOLN AVE STE 301	SANTA FE	NM	87501	$9,916	Yes (X)
COLLEEN KELLEY TRUST CO AVALON TRUST CO
2	125 LINCOLN AVE STE 301	SANTA FE	NM	87501	$715,175		Yes (X)

Non Cash Property Contribution NonCashPropertyContributionGrp

Field	Value	IRS element (for citing)
Contributor	2	ContributorNum
Noncash Property	PUBLICLY TRADED SECURITIES	NoncashPropertyDesc
Fair Market Value	$715,175	FairMarketValueAmt
Received	2024-07-04	ReceivedDt

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail (2 entries)

CategoryCategoryTxt	AmtAmt	Net Investment IncomeNetInvestmentIncomeAmt	Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt
TAX PREPARATION	$11,274	$5,637	$5,637
AUDIT FEES	$13,523	$6,762	$6,761

Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule

Investments Corporate Bonds InvestmentsCorporateBondsGrp

Field	Value	IRS element (for citing)
Bond	BOND FUNDS	BondNm
EOY Book Value	$8,202,039	EOYBookValueAmt
EOYFMV	$8,072,505	EOYFMVAmt

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp (2 entries)

StockStockNm	EOY Book ValueEOYBookValueAmt	EOYFMVEOYFMVAmt
COMMON STOCK	$13,573,900	$28,746,087
EQUITY FUNDS	$1,391,881	$1,757,848

Investments Other Schedule2 InvestmentsOtherSchedule2

Investments Other InvestmentsOtherGrp

Field	Value	IRS element (for citing)
Category Or Item	OTHER PARTNERSHIP INVESTMENTS	CategoryOrItemTxt
Listed At Cost Or FMV	AT COST	ListedAtCostOrFMVCd
Book Value	$2,947,122	BookValueAmt
EOYFMV	$2,947,122	EOYFMVAmt

Legal Fees Schedule LegalFeesSchedule

Legal Fees LegalFeesGrp

Field	Value	IRS element (for citing)
Category	LEGAL FEES	CategoryTxt
Legal Fees	$29,033	LegalFeesAmt
Net Investment Income	$14,517	NetInvestmentIncomeAmt
Disbursements Charitable Prps	$14,517	DisbursementsCharitablePrpsAmt

Other Assets Schedule OtherAssetsSchedule

Other Assets Schedule OtherAssetsScheduleGrp

Field	Value	IRS element (for citing)
Desc	DIVIDENDS & DISTRIBUTIONS RECEIVABLE	Desc
BOY Book Value	$10,480	BOYBookValueAmt
EOY Book Value	$19,415	EOYBookValueAmt
EOYFMV	$19,415	EOYFMVAmt

Other Decreases Schedule OtherDecreasesSchedule

Other Decreases Detail OtherDecreasesDetail

Field	Value	IRS element (for citing)
Desc	FMV IN EXCESS OF BASIS ON STOCKS SOLD	Desc
Amt	$619,397	Amt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (5 entries)

DescDesc	Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt	Net Investment IncomeNetInvestmentIncomeAmt	Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt
PRINTING, SHIPPING, LICENSES	$3,250	$0	$3,250
INSURANCE	$4,418	$0	$4,418
SOFTWARE ANNUAL LICENSES	$3,246	$0	$3,246
INVESTMENT EXPENSES FROM PASSTHROUGH	$41,662	$41,662	$0
BANK CHARGES	$117	$0	$117

Other Increases Schedule OtherIncreasesSchedule

Other Increases Detail OtherIncreasesDetail (2 entries)

DescDesc	AmtAmt
SECURITIES DONATED TO FOUNDATION (CARRIED AT FMV)	$715,175
OTHER CHANGES TO FUND BALANCES	$8,069

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail (3 entries)

CategoryCategoryTxt	AmtAmt	Net Investment IncomeNetInvestmentIncomeAmt	Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt
INVESTMENT MANAGEMENT FEES	$285,553	$285,553	$0
PROFESSIONAL FEES	$306,673	$0	$306,673
ADMINISTRATIVE FEES	$12,983	$6,491	$6,492

Substantial Contributors Sch SubstantialContributorsSch

Substantial Contributor Detail SubstantialContributorDetail

Field	Value	IRS element (for citing)
Person	COLLEEN KELLEY TRUST CO AVALON TRUS	PersonNm

US Address USAddress

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

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail (3 entries)

CategoryCategoryTxt	AmtAmt	Net Investment IncomeNetInvestmentIncomeAmt	Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt
NM PRC ANNUAL DOMESTIC REPORT	$12	$12	$0
FOREIGN TAX WITHHELD	$15,293	$15,293	$0
FEDERAL EXCISE TAXES	$51,641	$0	$0