2024-11-15T15:22:00-06:00 2023-12-31 881478669 CBIZ ADVISORS LLC 14567 N OUTER FORTY RD SUITE 300 CHESTERFIELD MO 63017 990PF 2023-01-01 431617896 ANIMAS FOUNDATION ANIM 5755482262 14 DIAMOND A DRIVE ANIMAS NM 88020 SETH HADLEY MANAGING TRUSTEE 5755482262 2024-11-15 1 0 ARIANA N JORDAN P01441395 3146267400 2024-11-15 2023 2024-10-15 13:58:12Z X 58272564 X X 295948 295948 295948 64830 64830 64830 64830 5905798 10027298 808079 470352 539726 68448 539726 6806302 1237305 1370856 282349 0 0 282349 603290 0 0 603290 176946 0 0 176946 165439 72500 73000 92439 166588 25629 28129 138460 263911 205686 205686 58225 240787 0 0 240787 56858 13295 13295 37905 1308796 0 0 186253 0 0 186253 2388 0 0 2388 1662315 221051 221051 1439774 5115920 538161 541161 3258816 15741 15741 5131661 538161 541161 3274557 1674641 699144 829695 112614 764078 764078 123761 404565 404565 192493 140966 140966 6936480 5025624 6269589 15704787 16674463 22029737 39580840 10917211 29344926 28663629 28663629 52415061 51673325 58272564 4200 6259 3992081 1573645 3996281 1579904 X 48418780 50093421 48418780 50093421 52415061 51673325 48418780 1674641 0 50093421 0 50093421 BNY MELLON INVESTMENT ACCOUNT P 1569311 1027385 541926 541926 BNY MELLON INVESTMENT ACCOUNT P 3074788 2610783 464005 464005 THROUGH PARTNERSHIP K-1 FORMS P 6347 6347 THROUGH PARTNERSHIP K-1 FORMS P -204199 -204199 808079 470352 9718 0 9718 0 9718 5000 0 0 0 5000 0 4718 0 0 0 0 0 0 0 0 1 1 0 1 1 NM 1 1 0 0 0 1 N/A ANIMAS FOUNDATION 5755482262 14 DIAMOND A DRIVE ANIMAS NM 88020 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 SETH HADLEY 16 DIAMOND A DRIVE ANIMAS NM 88020 EXEC & MG TRUST 40.00 259359 22990 0 LEO H MACDONALD JR 120 S CENTRAL AVE STE 18 ST LOUIS MO 63105 EXEC TRUSTEE 0.00 0 0 0 SARAH HADLEY 16 DIAMOND A DRIVE ANIMAS NM 88020 TRUSTEE 0.00 0 0 0 JENNIFER MEDINA 16 DIAMOND A DRIVE ANIMAS NM 88020 ADMINISTRATIVE COORD 40.00 126151 22713 0 BRANDEN MUNCY 626 GERONIMO TRAIL ROAD ANIMAS NM 88020 LIVESTOCK MANAGER 40.00 55737 9743 0 0 CARMODY MACDONALD PC 120 S CENTRAL AVE STE 1800 ST LOUIS MO 63105 LEGAL 144762 CORNERSTONE PARTNERS LLC 675 PETER JEFFERSON PKWY STE 160 CHARLOTTESVILLLE VA 22911 INVESTMENT ADVISORY 106125 MARCUM LLP 14567 N OUTER FORTY RD SUITE 300 CHESTERFIELD MO 63017 ACCOUNTING 102514 0 CONSERVATION/LAND MANAGEMENT - THE FOUNDATION (THROUGH A THIRD-PARTY INDEPENDENT CONTRACTOR) CONTINUED TO USE MANAGEMENT IGNITED AND NATURALLY IGNITED PRESCRIBED FIRES AS LAND RESTORATION TOOLS. SAID THIRD PARTY INDEPENDENT CONTRACTOR ALSO UPDATED FIRE HISTORY MAPS AND PREPARED LOCAL AND REGIONAL PRELIMINARY PLANS FOR FUTURE MANAGEMENT IGNITED PRESCRIBED FIRES. THE FOUNDATION RESTORED PROPERTY THAT WAS PREVIOUSLY ACQUIRED, INCLUDING USING FENCING AND THE NATURAL HABIT PATTERNS OF CATTLE. IT CONTINUED THE MULTI-YEAR PROJECT TO UPDATE AND RECORD ALL EXISTING AND NEW WATER RIGHTS ON THE RANCH AND WORKED ON ITS PERMANENT WATER SOURCES. IT CONDUCTED MAINTENANCE, RENOVATION, AND RESTORATION WORK ON VARIOUS HISTORIC BUILDINGS ON THE RANCH. IT ENGAGED IN THE ERADICATION OF EXOTIC PLANT SPECIES ON THE RANCH. THE FOUNDATION UPDATED ITS FACILITIES MAP. IT ENGAGED IN A REST/ROTATION DOMESTIC GRAZING PROTOCOL FOR PARTS OF THE RANCH. IT REMOVED AND MODIFIED FENCING THAT OBSTRUCTED WILDLIFE MOVEMENT. 664520 SCIENCE & EDUCATION - THE FOUNDATION AND VARIOUS THIRD-PARTY EXPERTS (NEEDED DUE TO THE DIVERSITY AND SPECIFICITY OF RESEARCH CONDUCTED ON THE RANCH) CONDUCTED SPECIES INVENTORIES, MONITORING AND SCIENTIFIC RESEARCH PROJECTS ON THE RANCH (WHICH REPRESENTS A CATTLE RANCH WITH A GRAZING/FIRE MANANGEMENT REGIME IN HIGH DESERT GRASSLANDS AND SHRUBLANDS AND SHRUBLAND COMMUNITIES). IT CONTINUED TO ACQUIRE PUBLISHED AND UNPUBLISHED REFERENCE MATERIALS (INCLUDING REPORTS FROM THE THIRD PARTIES WHO WERE ALLOWED TO CONDUCT THEIR SCIENTIFIC RESEARCH PROJECTS ON THE RANCH). VARIOUS DATA AND CONCLUSIONS FROM SOME OF THE SCIENTIFIC RESEARCH PROJECTS CONDUCTED ON THE RANCH WERE PRESENTED TO THE PUBLIC THROUGH NUMEROUS ACADEMIC REPORTS, AS WELL AS AT THE MALPAI BORDERLANDS GROUP SCIENCE CONFERENCE. 265234 DOMESTIC GRAZING PROGRAM - THE FOUNDATION IS ENGAGED IN SCIENTIFIC RESEARCH TO DETERMINE THE EFFECT OF HERBIVORE ON NATIVE FLORA AND FAUNA. THIS PROGRAM WORKS ON THE RESTORATION AND IMPROVEMENT OF THE CURRENT RANGE LANDS AND GRASSLAND CONDITIONS OF THE RANCH. IT USES THE NATURAL BEHAVIOR OF DOMESTIC LIVESTOCK TO IMPROVE GRAZING MANAGEMENT AND TO CONTROL ACCESS TO BIOLOGICALLY SIGNIFICANT AREAS. THIS PROGRAM UTILIZES THE TRADITIONAL AND PROVEN TECHNIQUES OF HERDING AND MANAGING CATTLE IN OPEN AND BRUSH COUNTRY THAT HAVE BEEN FOUND TO BE EFFECTIVE IN KEEPING CATTLE GENTLE AND TO EITHER DISPERSE OR CONCENTRATE THEIR GRAZING PATTERNS. IT ATTEMPTS TO DEMONSTRATE ECONOMIC GAIN AND CONSERVATION PROTECTION IN A REPLICABLE MANNER FOR LAND OWNERS OF SIMILAR HABITAT. THE FOUNDATION CURRENTLY HAS MONITORING PLOTS IN A VARIETY OF DIVERSE ECOLOGICAL ZONES. THIS PROGRAM REQUIRES GRAZING FROM DOMESTICATED LIVESTOCK AND IN 2023 USED A COW/CALF OPERATION ON THE RANCH TO ACHIEVE THE NECESSARY GRAZING. 2840969 CULTURAL/NEIGHBOR OUTREACH PROGRAM - TO HEIGHTEN THE IMPORTANCE AND AWARENESS OF TRADITIONAL RANCHING AND CONSERVATION, THE FOUNDATION CONTINUED TO SUPPORT THE TRADITIONAL SKILLS OF THE COWBOYS, VAQUEROS AND HOMESTEADING INHABITANTS (INCLUDING TRADITIONAL ANIMAL GRAZING AND HERDING SKILLS) ALONG WITH PROGRAMS OF STATE AND FEDERAL AGENCIES, NON-GOVERNMENTAL ORGANIZATIONS, AND OTHER LOCAL, HISTORICAL, AND CULTURAL GROUPS. THE FOUNDATION ASSISTED THE MALPAI BORDERLANDS GROUP (ANOTHER 501(C)(3) ORGANIZATION) IN COORDINATING ITS 2023 ANNUAL SCIENCE CONFERENCE AND FULFILLING ITS SCIENTIFIC ENDEAVORS. THE FOUNDATION CONVEYED INFORMATION REGARDING ITS PROGRAMS THROUGH TOURS OF THE RANCH. 157437 0 27849134 416135 0 28265269 0 0 28265269 423979 27841290 1392065 X 3274557 0 653593 3928150 1994-03-17 X 829695 1069582 513606 795402 3208285 705241 909145 436565 676092 2727042 3928150 6297794 7246871 3933136 21405951 0 0 0 0 0 3928150 6297794 7246871 3933136 21405951 0 0 928043 862282 1008115 781630 3580070 0 0 0 0 X HIDALGO COUNTY FAIR PO BOX 336 LORDSBURG NM 88045 NONE N/A EVENT SPONSORSHIP 4600 NORTHERN JAGUAR PROJECT 2114 W GRANT RD STE 121 TUCSON AZ 85745 NONE PC GENERAL EXEMPT PURPOSE 5000 THE QUIVERA COALITION 1413 SECOND ST STE 1 SANTA FE NM 87505 NONE PC CONFERENCE SPONSORSHIP 1000 THRU PARTNERSHIP K-1 11150 SANTA MONICA BLVD LOS ANGELES CA 90025 NONE PC GENERAL EXEMPT PURPOSE 8 THRU PARTNERSHIP K-1 270 NORTH AVE 3RD FL NEW ROCHELLE NY 10801 NONE PC GENERAL EXEMPT PURPOSE 16 THRU PARTNERSHIP K-1 1001 N CHARLES ST STE 800 BALTIMORE MD 21201 NONE PC GENERAL EXEMPT PURPOSE 70 THRU PARTNERSHIP K-1 297 KINGSBURY GRADE SUITE 208 STATESVILLE NV 89449 NONE PC GENERAL EXEMPT PURPOSE 1 NATURAL ALLIES 878 E MITCHELL DR TUCSON AZ 85719 NONE N/A GENERAL EXEMPT PURPOSE 5000 THRU PARTNERSHIP K-1 11111 SANTA MONCA BLVD LOS ANGELES CA 90025 NONE PC GENERAL EXEMPT PURPOSE 27 THRU PARTNERSHIP K-1 675 PETER JEFFERSON PARKWAY SUITE 400 CHARLOTTESVILLE VA 22911 NONE PC GENERAL EXEMPT PURPOSE 5 THRU PARTNERSHIP K-1 675 PETER JEFFERSON PARKWAY SUITE 400 CHARLOTTESVILLE VA 22911 NONE PC GENERAL EXEMPT PURPOSE 14 15741 0 30 14 295918 16 64830 523000 47434 14 21014 523000 959 18 807120 5097719 PRF INSURANCE PROCEEDS 22 461276 MISCELLANEOUS INCOME 41 10002 48423 1188882 5568997 6806302 8 THE CONSERVATION/LAND MANAGEMENT, SCIENCE & EDUCATION, DOMESTIC GRAZING, AND CULTURAL/NEIGHBOR OUTREACH PROGRAMS ALL REQUIRE THE USE OF CATTLE FOR VARIOUS PURPOSES. DURING THE YEAR EXCESS CATTLE USED BY THE PROGRAMS AND OWNED BY THE FOUNDATION WERE SOLD. THE FOUNDATION ALSO REALIZED GAINS ON THE DISPOSITION OF CERTAIN ASSETS USED IN ITS EXEMPT PURPOSE. 11A THE CONSERVATION/LAND MANAGEMENT, SCIENCE & EDUCATION, DOMESTIC GRAZING, AND CULTURAL/NEIGHBOR OUTREACH PROGRAMS ALL REQUIRE THE USE OF CATTLE FOR VARIOUS PURPOSES. DURING THE YEAR THE FOUNDATION PARTICIPATES IN PASTURE, RANGELAND, AND FORAGE INSURANCE WHICH IS AN AREA-BASED INSURANCE PLAN THAT COVERS PERENNIAL PASTURE, RANGELAND, OR FORAGE USED TO FEED LIVESTOCK. 0 0 0 0 0 0 0 0 0 0 MARCUM LLP 102514 25629 28129 74386 WARREN BOOKKEEPING 33074 0 0 33074 RUBIN BROWN LLP 31000 0 0 31000 CATTLE (PURCHASED & RANCH RAISED) 2023-12 PURCHASED 2023-12 5337699 116964 COST 259388 5067928 106581 HORSES 2023-12 PURCHASED 2023-12 5500 3707 COST 0 5160 3367 VEHICLES 2023-12 PURCHASED 2023-12 40000 111594 COST 0 27458 99052 BUILDING IMPROVEMENTS 2023-12 PURCHASED 2023-12 7457 COST 0 -2827 4630 LEGAL FEES FORM 990-PF PART I LINE 15A FOOTNOTESLEO H. MACDONALD, JR. IS ATTORNEY EMPLOYED BY THE LAW FIRM CARMODY MACDONALD, P.C. IN ST. LOUIS, MO. HIS SERVICES TO THE ANIMAS FOUNDATION ARE CHARGED TO THE ORGANIZATION BASED ON THEIR NORMAL HOURLY BILLING RATE TO OTHER CLIENTS OF THE LAW FIRM. THE COMPENSATION THUS BILLED IS PAYABLE TO THE LAW FIRM WHICH EMPLOYS HIM RATHER THAN TO HIM PERSONALLY. EQUITY SECURITIES 5025624 6269589 ALTERNATIVE INVESTMENTS AT COST 16023812 21379086 INVESTMENTS RECEIVABLE AT COST 650651 650651 CARMODY MACDONALD 150423 72500 73000 77423 OTHER LEGAL FEES 15016 0 0 15016 227194 BNY MELLON NONE 1587168 1345851 2009-07 INTEREST PAYABLE MONTHLY 6.900000000000 INVESTMENT SECURITIES LINE OF CREDIT SELLER NONE 758267 227194 2012-08 2027-08 NO INTEREST RANCH LAND MORTGAGE LAND, GRAZING LEASES FARM CREDIT OF NEW MEXICO NONE 600 2020-07 9.250000000000 RANCH ASSETS LINE OF CREDIT SUPPLIES 314705 0 0 314705 REPAIRS AND MAINTENANCE 765092 0 0 765092 INSURANCE COSTS 50522 0 0 50522 COMMUNICATIONS 31213 0 0 31213 WELLS & WATER EXPENSE 99929 0 0 99929 PAYROLL CHARGES 4672 0 0 4672 CATERING/GROCERIES 46293 0 0 46293 EXPENSES - THRU INVESTMENTS 59161 59161 59161 0 MISCELLANEOUS 3532 0 0 3532 WORKER'S COMP INSURANCE 34813 0 0 34813 NON-DEDUCTIBLE EXPENSE THRU INVESTMENTS 1490 0 0 0 BOOKS AND MEMBERSHIPS 4787 0 0 4787 BOOK TO TAX DIFFERENCE ON INVESTMENTS 161890 161890 161890 0 MONITORING 38931 0 0 38931 CONSULTANTS 45285 0 0 45285 THROUGH PARTNERSHIP K-1 FORMS 68448 68448 68448 PRF INSURANCE PROCEEDS 461276 461276 MISCELLANEOUS INCOME 10002 10002 ARENAS VALLEY ANIMAL CLINIC 58225 0 0 58225 CORNERSTONE PARTNERS LLC 106213 106213 106213 0 INVESTMENT FEES 99473 99473 99473 0 FOREIGN TAXES PAID 13295 13295 13295 0 PROPERTY & SCHOOL TAXES 37905 0 0 37905 INVESTMENT INCOME TAX 5658 0 0 0