2024-11-12T14:16:09-06:00 2023-12-31 721396621 CARR RIGGS & INGRAM LLC 807 CAMINO DE MONTE REY SANTA FE NM 87505 990PF 2023-01-01 850484396 CON ALMA HEALTH FOUNDATION INC CONA 5054380776 144 PARK AVENUE SANTA FE NM 875011833 LINDA CANDELARIA EXECUTIVE DIRECTOR 5054380776 2024-11-04 1 1 RHONDA G WILLIAMS P00527004 5059833387 2024-11-04 2023 2024-10-15 13:58:12Z X 32700682 X 36000 144946 144946 1069026 1069026 492630 3520759 492630 1742602 1706602 158756 15876 79379 244662 10551 142203 90981 4531 54589 325 163 0 53554 17673 0 301983 0 247875 22494 0 0 23890 0 30568 0 12446 13463 135 7911 142437 41366 63200 1083113 90295 607603 2005300 1445500 3088413 90295 2053103 -1345811 1616307 147806 65360 65360 4457288 3002841 3002841 18397 8268 8268 992928 1028119 1028119 0 1493772 1493772 24981663 26530490 26530490 1083035 512870 594055 570165 570165 5603 1667 1667 31197740 32700682 32700682 32947 87753 10000 580000 45162 61411 88109 729164 X 5509204 2687828 25600427 29283690 31109631 31971518 31197740 32700682 31109631 -1345811 2207698 31971518 0 31971518 PUBLICLY TRADED SECURITIES P 3520759 3028129 492630 492630 492630 22467 0 22467 0 22467 14240 0 16628 0 30868 27 8374 8374 0 0 0 0 0 0 0 0 0 0 0 1 1 NM 1 0 0 0 0 1 WWW.CONALMA.ORG THE FOUNDATION 5054380776 144 PARK AVENUE SANTA FE NM 875011833 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 DENISE HERRERA 144 PARK AVE SANTA FE NM 87501 EXECUTIVE DIRECTOR 40.00 156826 14263 0 NATHAN PADILLA 144 PARK AVE SANTA FE NM 87501 PRESIDENT 1.00 0 0 0 ROBERT APODACA 144 PARK AVE SANTA FE NM 87501 VICE PRESIDENT 1.00 0 0 0 ROBIN BRULE 144 PARK AVE SANTA FE NM 87501 SECRETARY 1.00 0 0 0 BARRY HERSKOWITZ 144 PARK AVE SANTA FE NM 87501 TREASURER 1.00 0 0 0 LINDA DODD 144 PARK AVE SANTA FE NM 87501 TRUSTEE 1.00 0 0 0 RAINEY ENJADY 144 PARK AVE SANTA FE NM 87501 TRUSTEE 1.00 0 0 0 LORI MARTINEZ 144 PARK AVE SANTA FE NM 87501 TRUSTEE 1.00 0 0 0 CHRIS CHAVEZ 144 PARK AVE SANTA FE NM 87501 TRUSTEE 1.00 0 0 0 LORRINA SEGOVIA 144 PARK AVE SANTA FE NM 87501 TRUSTEE 1.00 0 0 0 TERRI TEWART 144 PARK AVE SANTA FE NE 87501 TRUSTEE 1.00 0 0 0 JIM COATES 144 PARK AVE SANTA FE NM 87501 TRUSTEE 1.00 0 0 0 OPHELIA HUDSON 144 PARK AVE SANTA FE NM 87501 TRUSTEE 1.00 0 0 0 SUSIE TRUJILLO 144 PARK AVE SANTA FE NM 87501 TRUSTEE 1.00 0 0 0 JOHANNAH YAZZIE 144 PARK AVE SANTA FE NM 87501 TRUSTEE 1.00 0 0 0 AMY DONAFRIO 144 PARK AVE SANTA FE NM 87501 ASSOCIATE DIRECTOR 40.00 122288 21745 0 DIONYSIOS MCCUTCHEON 144 PARK AVE SANTA FE NM 87501 STAFF 40.00 66605 17288 0 CECILE LABORE 144 PARK AVE SANTA FE NM 87501 STAFF 20.00 44088 7500 0 0 ALIGN POINT VENTURES 2726 BISSONET ST STE 240-438 HOUSTON TX 77005 BOARD GOVERNANCE SUPPORT AND FUNDRAISING 125750 0 0 25401185 1140770 630618 27172573 0 0 27172573 407589 26764984 1338249 1338249 22467 22467 1315782 0 1315782 0 1315782 2053103 0 2053103 1315782 0 0 941526 941526 2053103 0 0 0 1315782 737321 0 0 1678847 0 0 0 0 0 0 0 1678847 941526 737321 CON ALMA HEALTH FOUNDATION-GRANT MA 114 PARK AVE SANTA FE NM 87501 5054380776 GRANT INFORMATION MAY BE OBTAINED AT WWW.CONALMA.ORG. SEE WEBSITE FOR GRANT SCHEDULE. GRANTS ARE AWARDED TO QUALIFIED 501(C)(3) ORGANIZATIONS SERVING THE HEALTH NEEDS OF THOSE LIVING IN NEW MEXICO. 100 OTERO 2400 NORTH SCENIC DRIVE PROTECH BUILDING ROOM 130 ALAMOGORDO NM 88310 NONE 501(C)(3) HEALTHCARE 26000 ASSET FUNDERS NETWORK 2045 W GRAND AVE STE B 50387 CHICAGO IL 606121577 NONE 501(C)(3) HEALTHCARE 5000 AVENUES EARLY CHILDHOOD SERVICES INCORPORATED PO BOX 4625 GALLUP NM 87305 NONE 501(C)(3) HEALTHCARE 25000 CANCER FOUNDATION FOR NEW MEXICO PO BOX 5038 SANTA FE NM 87502 NONE 501(C)(3) HEALTHCARE 15000 CENTER FOR SOUTHWEST CULTURE 505 MARQUETTE AVE NW STE 1610 ALBUQUERQUE NM 87102 NONE 501(C)(3) HEALTHCARE 25000 CENTRO SAVILA PO BOX 12455 ALBUQUERQUE NM 87195 NONE 501(C)(3) HEALTHCARE 25000 DEAF CULTURE CENTER OF NEW MEXICO 5000 CENTRAL AVE SE 193 ALBUQUERQUE NM 87108 NONE 501(C)(3) HEALTHCARE 25000 ENLACE COMUNITARIO 2425 ALAMO DR SE ALBUQUERQUE NM 87106 NONE 501(C)(3) HEALTHCARE 25000 FARM TO TABLE 518 OLD SANTA FE TRAIL STE 1 BOX 171 SANTA FE NM 87505 NONE 501(C)(3) HEALTHCARE 1000 FUNDAMENTAL NEEDS INC 14881 ROAD 26 DOLORES CO 81323 NONE 501(C)(3) HEALTHCARE 20000 GERARD'S HOUSE PO BOX 28693 SANTA FE NM 87592 NONE 501(C)(3) HEALTHCARE 15000 HEALING CIRCLE DROP-IN CENTER PO BOX 3850 SHIPROCK NM 87420 NONE 501(C)(3) HEALTHCARE 25000 HEALTHY NATIVE COMMUNITIES PARTNERSHIP INC PO BOX 1019 SHIPROCK NM 87420 NONE 501(C)(3) HEALTHCARE 25000 IMPACT PERSONAL SAFETY PO BOX 8350 SANTA FE NM 87504 NONE 501(C)(3) HEALTHCARE 20000 INDIAN PUEBLO CULTURAL CENTER INC 2401 12TH ST NW ALBUQUERQUE NM 87104 NONE 501(C)(3) HEALTHCARE 25000 INDIGENOUS WOMEN RISING PO BOX 7475 ALBUQUERQUE NM 87194 NONE 501(C)(3) HEALTHCARE 25000 INSIDE OUT 908 N RIVERSIDE DR STE 6 ESPANOLA NM 87532 NONE 501(C)(3) HEALTHCARE 20000 JUSTICE ACCESS SUPPORT AND SOLUTIONS FOR HEALTH (JAZZ) 1608 ISLETA BOULEVARD SW ALBUQUERQUE NM 87105 NONE 501(C)(3) HEALTHCARE 55000 KITCHEN ANGELS 1222 SILER RD SANTA FE NM 87507 NONE 501(C)(3) HEALTHCARE 300 LOS ALAMOS JUVENILE JUSTICE ADVISORY BOARD PO BOX 4716 LOS ALAMOS NM 87544 NONE 501(C)(3) HEALTHCARE 15000 MANDY'S SPECIAL FARM PO BOX 9346 ALBUQUERQUE NM 87119 NONE 501(C)(3) HEALTHCARE 25000 MANY MOTHERS PO BOX 23222 SANTA FE NM 87502 NONE 501(C)(3) HEALTHCARE 15000 MESA TO MESA PO BOX 1008 ESPANOLA NM 87532 NONE 501(C)(3) HEALTHCARE 20000 NACA INSPIRED SCHOOL NETWORK PO BOX 40334 ALBUQUERQUE NM 87196 NONE 501(C)(3) HEALTHCARE 25000 NEW MEXICO CASA ASSOCIATION 800 BRADBURY DR SE SUITE 203 ALBUQUERQUE NM 87106 NONE 501(C)(3) HEALTHCARE 20000 NEW MEXICO CENTER ON LAW AND POVERTY 301 EDITH BLVD NE ALBUQUERQUE NM 87102 NONE 501(C)(3) HEALTHCARE 25000 NEW MEXICO ENVIRONMENTAL LAW CENTER 722 ISLETA BLVD SW ALBUQUERQUE NM 87105 NONE 501(C)(3) HEALTHCARE 20000 NEW MEXICO FOUNDATION 8 CALLE MEDICO SANTA FE NM 87505 NONE 501(C)(3) HEALTHCARE 15000 NEW MEXICO IMMIGRANT LAW CENTER PO BOX 7040 ALBUQUERQUE NM 871947040 NONE 501(C)(3) HEALTHCARE 25000 NEW MEXICO PRIMARY CARE TRAINING CONSORTIUM 11587 HWY 180 E SILVER CITY NM 88061 NONE 501(C)(3) HEALTHCARE 20000 NM LOCAL NEWS FUND PO BOX 1827 SANTA FE NM 87504 NONE 501(C)(3) HEALTHCARE 4000 NM PUBLIC HEALTH ASSOCIATION 3705 ELLISON RD NE ALBUQUERQUE NM 87114 NONE 501(C)(3) HEALTHCARE 2500 PARTNERSHIP FOR COMMUNITY ACTION 722 ISLETA BLVD SW ALBUQUERQUE NM 87105 NONE 501(C)(3) HEALTHCARE 20000 PROJECT HOPE THE PEOPLE TO PEOPLE HEALTH FOUNDATION INC HEALTH AFFAIRS 1220 19 ST NW STE 800 WASHINGTON DC 20036 NONE 501(C)(3) HEALTHCARE 15000 SANDPLAY THERAPISTS OF AMERICA INC PO BOX 4847 WALNUT CREEK CA 94596 NONE 501(C)(3) HEALTHCARE 25000 SANTA FE COMMUNITY COLLEGE FOUNDATION 6401 S RICHARDS AVE SANTA FE NM 87508 NONE 501(C)(3) HEALTHCARE 20000 SANTA FE COMMUNITY FOUNDATION PO BOX 1827 SANTA FE NM 87504 NONE 501(C)(3) HEALTHCARE 5000 SANTA FE RECOVERY CENTER 5312 JAGUAR DRIVE SANTA FE NM 87507 NONE 501(C)(3) HEALTHCARE 20000 SCOTT'S HOUSE 287 RODEO ROAD SANTA FE NM 87505 NONE 501(C)(3) HEALTHCARE 35000 SEARCHLIGHT NEW MEXICO 411 GREG AVE SANTA FE NM 87501 NONE 501(C)(3) HEALTHCARE 100000 SELF HELP 2390 NORTH RD LOS ALAMOS NM 87544 NONE 501(C)(3) HEALTHCARE 10000 SILVER HILL ACCESS POINT AND EDUCATION PO BOX 36915 ALBUQUERQUE NM 87176 NONE 501(C)(3) HEALTHCARE 25000 SOUTHWEST ORGANIZING PROJECT 211 10TH ST SW ALBUQUERQUE NM 87102 NONE 501(C)(3) HEALTHCARE 25000 SOUTHWEST RESEARCH AND INFORMATION CENTER PO BOX 4524 ALBUQUERQUE NM 87196 NONE 501(C)(3) HEALTHCARE 42500 SOUTHWEST WOMEN'S LAW CENTER 128 QUINCY ST NE ALBUQUERQUE NM 87108 NONE 501(C)(3) HEALTHCARE 25000 TAOS HEALTH SYSTEMS 1397 WEIMER RD TAOS NM 87571 NONE 501(C)(3) HEALTHCARE 25000 TEWA WOMEN UNITED PO BOX 397 SANTA CRUZ NM 87567 NONE 501(C)(3) HEALTHCARE 25000 THINK NEW MEXICO 505 DON GASPAR AVE SANTA FE NM 87505 NONE 501(C)(3) HEALTHCARE 100000 THREE SISTERS KITCHEN 109 GOLD AVE SW ALBUQUERQUE NM 87102 NONE 501(C)(3) HEALTHCARE 55000 UNIVERSITY OF NEW MEXICO FOUNDATION 700 LOMAS BLVD STE 108 ALBUQUERQUE NM 87102 NONE 501(C)(3) UNM CARE AND HEALTHCARE 176000 UPTOGETHER 663 13TH STREET SUITE 200 OAKLAND CA 94612 NONE 501(C)(3) HEALTHCARE 15000 US-MEXICO BORDER PHILANTHROPY PARTNERSHIP 2508 HISTORIC DECATUR ROAD STE 130 SAN DIEGO CA 92106 NONE 501(C)(3) HEALTHCARE 12000 VALENCIA COUNTY COMMUNITY GARDENS 47 SILVA ROAD LOS LUNAS NM 87031 NONE 501(C)(3) GENERAL SUPPORT 1000 WOMEN MAKE MOVIES 115 WEST 29TH STREET SUITE 1200 NEW YORK CITY NY 10001 NONE 501(C)(3) GENERAL SUPPORT 20000 1430300 SEARCHLIGHT NEW MEXICO 411 GREG AVE SANTA FE NM 87501 NONE 501(C)(3) HEALTHCARE 200000 THINK NEW MEXICO 505 DON GASPAR AVE SANTA FE NM 87505 NONE 501(C)(3) HEALTHCARE 200000 UNIVERSITY OF NEW MEXICO FOUNDATION 700 LOMAS BLVD STE 108 ALBUQUERQUE NM 87102 NONE 501(C)(3) HEALTHCARE 175000 575000 14 144946 14 1069026 14 18 492630 0 1706602 0 1706602 0 0 0 0 0 0 0 0 0 0 X X 1 HOSPITAL AUXILIARY OF THE LOS ALAMOS MEDICAL CENTER INC 3917 WEST ROAD LOS ALAMOS NM 87544 33000 X ACCOUNTING FEES 53554 17673 0 OFFICE JET 2003-02-01 532 532 SL 5.000000000000 0 0 LAND 2004-04-26 119000 L 0 0 FURNITURE 2005-01-20 35964 35964 SL 7.000000000000 0 0 APPLIANCES 2005-02-28 1927 1927 SL 7.000000000000 0 0 BUILDING 2005-04-01 859045 390977 SL 39.000000000000 22027 0 MICROEDGE GIFTS PLUS 2010-03-26 5380 5380 SL 3.000000000000 0 0 ROOF 2011-10-11 27943 20957 SL 15.000000000000 1863 0 PHONE SYSTEM 2013-08-25 7566 7566 SL 5.000000000000 0 0 GIFTS ACCESS SOFTWARE 2013-10-07 9727 9727 SL 5.000000000000 0 0 XEON QUADCORE SERVER 2017-12-01 6153 6152 SL 5.000000000000 0 0 CONNECTONE BANK DUE 12/20/24 - 250,000 PAR 248951 248951 SIGNATURE BANK DUE 12/23/24 - 250,000 PAR 248845 248845 UBS BANK USA DUE 12/23/24 - 250,000 PAR 249062 249062 WELLS FARGO & CO DUE 12/23/24 - 250,000 PAR 248955 248955 FIRST UNITED BANK DUE 12/30/24 - 250,000 PAR 248992 248992 SOUTHERN STATES BANK DUE 12/30/24 - 250,000 PAR 248967 248967 1028119 1028119 0 0 42,652.4540 ISHARES TR IS 1-5 YR IN FMV 2187004 2187004 25,047 ISHARES MSCI INTL QUALITY FMV 940765 940765 144,036.744 DOUBLELINE TOTAL RETURN BOND I FMV 1273285 1273285 151,198.8720 VANGUARD INTERM-TERM INVESTMENT-GRADE ADM FMV 1312406 1312406 192,641.585 VANGUARD SHORT-TERM INVESTMENT-GRADE ADM FMV 1970723 1970723 1,318.9458 BLACKROCK ULTRA SHORT TERM BOND ETF FMV 66422 66422 54,748.557 DFA GLOBAL REAL ESTATE SECURITIES PORT FMV 562268 562268 41,054.755 DFA INTERNATIONAL SMALL CAP VALUE I FMV 871592 871592 52,150.226 DFA INTERNATIONAL SMALL COMPANY I FMV 1007021 1007021 56,358.828 DFA INTERNATL VALUE I FMV 1127740 1127740 257,5665730 DFA US LARGE CAP EQUITY INSTITUTIONAL FMV 6781728 6781728 65,242.427 DFA US LARGE CAP VALUE I FMV 2905898 2905898 48,453.298 DFA US SMALL CAP I FMV 2149388 2149388 34,242.225 DFA US SMALL CAP VALUE I FMV 1538846 1538846 619.331 VANGUARD 500 INDEX ADMIRAL FMV 272499 272499 131,626.477 DFA EMERGING MARKETS EX CHINA CR EQ INSTL FMV 1297837 1297837 10,330.0000 DIMENSIONAL INTERN HIGH FMV 265068 265068 OFFICE JET 532 532 0 LAND 119000 0 119000 FURNITURE 35964 35964 0 APPLIANCES 1927 1927 0 BUILDING 859045 413004 446041 MICROEDGE GIFTS PLUS 5380 5380 0 WEBSITE OVERHAUL 9798 9798 0 ROOF 27943 22820 5123 PHONE SYSTEM 7566 7566 0 GIFTS ACCESS SOFTWARE 9727 9727 0 XEON QUADCORE SERVER 6153 6152 1 LEGAL FEES 325 163 0 EXCISE TAX DEPOSIT 5603 FSA-EMPLOYEE FUNDS 0 1667 1667 DUES & SUBSCRIPTIONS 24331 0 10618 EQUIPMENT & SOFTWARE 2818 0 2339 EQUIPMENT MAINT/RENTAL 3355 0 2684 INSURANCE 10279 103 0 INVESTMENT EXPENSE 40958 40958 0 MEALS 5634 0 2817 OFFICE EXPENSE 25814 258 18670 POSTAGE & DELIVERY 390 4 251 SECURITY 4923 0 3678 TELEPHONE 4264 43 2520 WEBSITE 19623 0 19623 ADVERTISING 48 0 0 UNREALIZED GAINS 2207698 ACCRUED WAGES & BENEFITS 22782 22843 FSA - EMPLOYEE FUNDS 361 0 401K WITHHOLDING PAYABLE 22019 30314 EXCISE TAX PAYABLE 0 8254 CONSULTING 301983 0 247875 EXCISE TAX 22494 0 0