CON ALMA HEALTH FOUNDATION: Form 990PF, tax year 2022
View the entire original 990 at ProPublica ↗
- Organization
- CON ALMA HEALTH FOUNDATION (EIN 85-0484396)
- Tax period
- 2022-01-01 to 2022-12-31
- Filed
- 2023-09-15
- IRS object ID
- 202312589349100726
- Schema version
- 2022v5.0
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- Schedule B
- Accounting Fees Schedule
- Depreciation Schedule
- Distribution From Corpus Election
- Investments Govt Obligations Sch
- Investments Other Schedule2
- Land Etc Schedule2
- Legal Fees Schedule
- Other Assets Schedule
- Other Decreases Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Increases Schedule
- Other Liabilities Schedule
- Other Professional Fees Schedule
- Substantial Contributors Sch
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2023-09-15T11:37:50-05:00 | ReturnTs |
| Tax Period End | 2022-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 721396621 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CARR RIGGS & INGRAM LLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 807 CAMINO DE MONTE REY | AddressLine1Txt |
| City | SANTA FE | CityNm |
| State Abbreviation | NM | StateAbbreviationCd |
| ZIP | 87505 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2022-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 850484396 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CON ALMA HEALTH FOUNDATION INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | CONA | BusinessNameControlTxt |
| Phone | 5054380776 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 144 PARK AVENUE | AddressLine1Txt |
| City | SANTA FE | CityNm |
| State Abbreviation | NM | StateAbbreviationCd |
| ZIP | 875011833 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | DENISE HERRERA | PersonNm |
| Person Title | EXECUTIVE DIRECTOR | PersonTitleTxt |
| Phone | 5054380776 | PhoneNum |
| Signature | 2023-09-14 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | DENISE | PersonFirstNm |
| Person Last | HERRERA | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (1) | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | RHONDA G WILLIAMS | PreparerPersonNm |
| PTIN | P00527004 | PTIN |
| Phone | 5059833387 | PhoneNum |
| Preparation | 2023-09-14 | PreparationDt |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 3 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2022 | TaxYr |
| Build TS | 2023-04-26 12:10:37Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $31,197,740 | FMVAssetsEOYAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $5,380,607 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $942 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $942 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $1,005,493 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $1,005,493 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $108,044 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $4,580,827 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $108,044 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $56 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $56 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $6,495,142 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $1,114,535 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $148,346 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $14,834 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $72,781 | CompOfcrDirTrstDsbrsChrtblAmt |
| Oth Empl Slrs Wgs Rev And Expnss | $259,350 | OthEmplSlrsWgsRevAndExpnssAmt |
| Oth Empl Slrs Wgs Net Invst Incm | $10,477 | OthEmplSlrsWgsNetInvstIncmAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $162,500 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Pension Empl Bnft Rev And Expnss | $117,313 | PensionEmplBnftRevAndExpnssAmt |
| Pension Empl Bnft Net Invst Incm | $4,720 | PensionEmplBnftNetInvstIncmAmt |
| Pension Empl Bnft Dsbrs Chrtbl | $75,080 | PensionEmplBnftDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $2,696 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $1,348 | LegalFeesNetInvstIncmAmt |
| Legal Fees Dsbrs Chrtbl | $0 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $48,534 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $16,016 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $0 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $505,813 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $0 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $481,532 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $14,237 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $0 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Deprec And Dpltn Rev And Expnss | $25,019 | DeprecAndDpltnRevAndExpnssAmt |
| Deprec And Dpltn Net Invst Incm | $0 | DeprecAndDpltnNetInvstIncmAmt |
| Occupancy Rev And Expnss | $24,217 | OccupancyRevAndExpnssAmt |
| Occupancy Net Invst Incm | $0 | OccupancyNetInvstIncmAmt |
| Occupancy Dsbrs Chrtbl | $18,868 | OccupancyDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $3,741 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Net Invst Incm | $37 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $2,028 | TravConfMeetingDsbrsChrtblAmt |
| Printing And Pub Rev And Expnss | $134 | PrintingAndPubRevAndExpnssAmt |
| Printing And Pub Net Invst Incm | $0 | PrintingAndPubNetInvstIncmAmt |
| Printing And Pub Dsbrs Chrtbl | $107 | PrintingAndPubDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $103,745 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $42,832 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $44,938 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $1,253,145 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $90,264 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $857,834 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $1,856,550 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $2,717,350 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $3,109,695 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $90,264 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $3,575,184 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $3,385,447 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $1,024,271 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $145,155 | CashBOYAmt |
| Cash EOY | $147,806 | CashEOYAmt |
| Cash EOYFMV | $147,806 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $1,669,788 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $4,457,288 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $4,457,288 | SavAndTempCashInvstEOYFMVAmt |
| Prepaid Expenses BOY | $7,467 | PrepaidExpensesBOYAmt |
| Prepaid Expenses EOY | $18,397 | PrepaidExpensesEOYAmt |
| Prepaid Expenses EOYFMV | $18,397 | PrepaidExpensesEOYFMVAmt |
| US Government Obligations BOY | $0 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $992,928 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $992,928 | USGovtObligationsEOYFMVAmt |
| Other Investments BOY | $30,841,781 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $24,981,663 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $24,981,663 | OtherInvestmentsEOYFMVAmt |
| Land Bldg Equip Cost Or Other Bss | $1,083,035 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $488,980 | LandBldgEquipAccumDeprecAmt |
| Land BOY | $619,073 | LandBOYAmt |
| Land EOY | $594,055 | LandEOYAmt |
| Land EOYFMV | $594,055 | LandEOYFMVAmt |
| Other Assets BOY | $0 | OtherAssetsBOYAmt |
| Other Assets EOY | $5,603 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $5,603 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $33,283,264 | TotalAssetsBOYAmt |
| Total Assets EOY | $31,197,740 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $31,197,740 | TotalAssetsEOYFMVAmt |
| Accounts Payable BOY | $62,215 | AccountsPayableBOYAmt |
| Accounts Payable EOY | $32,947 | AccountsPayableEOYAmt |
| Grants Payable BOY | $870,800 | GrantsPayableBOYAmt |
| Grants Payable EOY | $10,000 | GrantsPayableEOYAmt |
| Other Liabilities BOY | $66,053 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $45,162 | OtherLiabilitiesEOYAmt |
| Total Liabilities BOY | $999,068 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $88,109 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $480,350 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | $5,509,204 | NoDonorRstrNetAssestsEOYAmt |
| Donor Rstr Net Assets BOY | $31,803,846 | DonorRstrNetAssetsBOYAmt |
| Donor Rstr Net Assets EOY | $25,600,427 | DonorRstrNetAssetsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $32,284,196 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $31,109,631 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $33,283,264 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $31,197,740 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $32,284,196 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $3,385,447 | ExcessRevenueOverExpensesAmt |
| Other Increases | $1,000 | OtherIncreasesAmt |
| Subtotal | $35,670,643 | SubtotalAmt |
| Other Decreases | $4,561,012 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $31,109,631 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Property | PUBLICLY TRADED SECURITIES | PropertyDesc |
| How Acquired | P | HowAcquiredCd |
| Gross Sales Price | $4,580,827 | GrossSalesPriceAmt |
| Cost Or Other Basis | $4,472,783 | CostOrOtherBasisAmt |
| Gain Or Loss | $108,044 | GainOrLossAmt |
| Gains Minus Excess Or Losses | $108,044 | GainsMinusExcessOrLossesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $108,044 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $14,237 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $14,237 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $14,237 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $19,840 | 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 | $19,840 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $5,603 | OverpaymentAmt |
| Applied To ES Tax | $5,603 | 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 |
| 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 | WWW.CONALMA.ORG | WebsiteAddressTxt |
| Individual With Books | CANDACE HINTENACH | IndividualWithBooksNm |
| Phone | 5059948939 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3912 ST ANDREWS DR SE | AddressLine1Txt |
| City | RIO RANCHO | CityNm |
| State Abbreviation | NM | StateAbbreviationCd |
| ZIP | 87124 | 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 | Yes (1) | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | 0 | ActsFailToQlfyAsExceptionsInd |
| 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 (11 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 |
|---|---|---|---|---|---|---|---|---|
| DENISE HERRERA | ||||||||
| 144 PARK AVE | SANTA FE | NM | 87501 | EXECUTIVE DIRECTOR | 40.00 | $143,688 | $10,311 | $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 |
| REGIS PECOS | ||||||||
| 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 |
Compensation Highest Paid Empl CompensationHighestPaidEmplGrp (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee BenefitsEmployeeBenefitsAmt | Expense AccountExpenseAccountAmt |
|---|---|---|---|---|---|---|---|---|
| AMY DONAFRIO | ||||||||
| 144 PARK AVE | SANTA FE | NM | 87501 | ASSISTANT DIRECTOR | 40.00 | $97,505 | $18,433 | $0 |
| DIONYSIOS MCCUTCHEON | ||||||||
| 144 PARK AVE | SANTA FE | NM | 87501 | STAFF | 40.00 | $54,833 | $15,094 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | NADINE TAFOYA ASSOCIATES | PersonNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 1407 | AddressLine1Txt |
| City | ESPANOLA | CityNm |
| State Abbreviation | NM | StateAbbreviationCd |
| ZIP | 87532 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Service Type | PROGRAM EVALUATION | ServiceTypeTxt |
| Compensation | $75,000 | CompensationAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | IN 2021 CON ALMA FOUNDATION WAS AWARDED A $2.5 MILLION GRANT FROM THE W.K KELLOGG FOUNDATION (WKKF) IN SUPPORT OF VACCINE ROLLOUT AND COMMUNITY REBUILD POST COVID-19 EFFORTS. CON ALMA HEALTH FOUNDATION RECEIVED THE WKKF FUNDING TO BUILD ON ITS COVID-19 RELIEF AND RECOVERY WORK TO ADVANCE HEALTH EQUITY FOR CHILDREN, FAMILIES, AND COMMUNITIES IN NM, REGARDLESS OF RACE OR INCOME, BY SUPPORTING: 1) THE PROMOTION OF A NM VACCINE ROLLOUT FOR EQUITABLE ALLOCATION, DISTRIBUTION, AND ACCESS IN PARTNERSHIP WITH OUR PHILANTHROPIC/COMMUNITY PARTNERS AND THE NMDOH COVID-19 VACCINE EQUITY PLAN; 2) A COMMUNITY REBUILD POST COVID-19 FOR COMMUNITIES TO ADDRESS THE DISPROPORTIONATE IMPACT COVID-19 HAS HAD ON VULNERABLE POPULATIONS IN NEW MEXICO. AN ADDITIONAL $344,000 WAS AWARDED FROM WKKF UNDER THE SAME PROJECT FOR A TOTAL OF $2,284,000. | Description1Txt |
| Expenses1 | $1,292,578 | Expenses1Amt |
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 | $26,938,409 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $648,775 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $605,475 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $28,192,659 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $28,192,659 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $422,890 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $27,769,769 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $1,388,488 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $1,388,488 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $14,237 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $14,237 | TotalTaxAmt |
| Distributable Before Adj | $1,374,251 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $1,374,251 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $1,374,251 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $3,575,184 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $3,575,184 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $1,374,251 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr1 | $13,668 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $13,668 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $3,575,184 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $1,273,075 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $1,374,251 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $927,858 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $2,214,601 | 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 | $1,273,075 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $941,526 | ExcessDistriCyovToNextYrAmt |
| Excess From Current Year | $941,526 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | CON ALMA HEALTH-GRANT MAKING COMMIT | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 114 PARK AVE | AddressLine1Txt |
| City | SANTA FE | CityNm |
| State Abbreviation | NM | StateAbbreviationCd |
| ZIP | 87501 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 5054380776 | RecipientPhoneNum |
| Form And Info And Materials | GRANT INFORMATION MAY BE OBTAINED AT WWW.CONALMA.ORG. | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | SEE WEBSITE FOR GRANT SCHEDULE. | SubmissionDeadlinesTxt |
| Restrictions On Awards | GRANTS ARE AWARDED TO QUALIFIED 501(C)(3) ORGANIZATIONS SERVING THE HEALTH NEEDS OF NEW MEXICANS. | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (81 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|---|
| ALBUQUERQUE SIGN LANGUAGE ACADEMY | ||||||||
| 620 LOMAS BLVD NW | ALBUQUERQUE | NM | 87102 | NONE | 501(C)(3) | HEALTHCARE | $15,000 | |
| ASSET FUNDERS NETWORK | ||||||||
| 2045 W GRAND AVE | CHICAGO | IL | 606121577 | NONE | 501(C)(3) | HEALTHCARE | $5,000 | |
| BIG BROTHERS BIG SISTERS MOUNTAIN REGION | ||||||||
| 1229 S ST FRANCIS DR C | SANTA FE | NM | 87505 | NONE | 501(C)(3) | HEALTHCARE | $5,000 | |
| BLACK HEALTH NEW MEXICO | ||||||||
| PO BOX 4362 | SANTA FE | NM | 87502 | NONE | 501(C)(3) | HEALTHCARE | $1,500 | |
| BOYS AND GIRLS CLUB OF SANTA FEDEL NORTE | ||||||||
| PO BOX 29805 | SANTA FE | NM | 87592 | NONE | 501(C)(3) | HEALTHCARE | $5,000 | |
| BREATH OF MY HEART BIRTHPLACE | ||||||||
| 905 CALLE ARMADA | ESPANOLA | NM | 87532 | NONE | 501(C)(3) | HEALTHCARE | $25,000 | |
| CARRIE TINGLEY HOSPITAL FOUNDATION | ||||||||
| PO BOX 25424 | ALBUQUERQUE | NM | 87125 | NONE | 501(C)(3) | HEALTHCARE | $10,000 | |
| CASA OF LEA COUNTY | ||||||||
| 505 LINAM ST | HOBBS | NM | 88240 | NONE | 501(C)(3) | HEALTHCARE | $10,000 | |
| CAVERN CITY CHILD ADVOCACY CENTER | ||||||||
| PO BOX 1441 | CARLSBAD | NM | 88221 | NONE | 501(C)(3) | HEALTHCARE | $10,000 | |
| CHAINBREAKER COLLECTIVE | ||||||||
| 1500 5TH ST SUITE 12 | SANTA FE | NM | 87505 | NONE | 501(C)(3) | HEALTHCARE | $25,000 | |
| CHAVES COUNTY CASA PROGRAM | ||||||||
| 500 NORTH MAIN ST 310 | ROSWELL | NM | 88202 | NONE | 501(C)(3) | HEALTHCARE | $25,000 | |
| CHILD COUNSELING CENTER AND PLAY THERAPY INSTITUE OF NM | ||||||||
| 1400 MACLOVIA ST SUITE 1 | SANTA FE | NM | 87505 | NONE | 501(C)(3) | HEALTHCARE | $15,000 | |
| COMING HOME CONNECTION | ||||||||
| 418 CERILLOS RD SUITE 23 | SANTA FE | NM | 87501 | NONE | 501(C)(3) | HEALTHCARE | $500 | |
| COMMUNITY FOUNDATION OF SOUTHERN NEW MEXICO | ||||||||
| 2600 EL PASEO RD | LAS CRUCES | NM | 88001 | NONE | 501(C)(3) | HEALTHCARE | $10,000 | |
| DEMING SILVER LININGS | ||||||||
| 212 SOUTH COPPER ST | DEMING | NM | 88030 | NONE | 501(C)(3) | HEALTHCARE | $25,000 | |
| ENCUENTRO | ||||||||
| 907 4TH ST SW | ALBUQUERQUE | NM | 87102 | NONE | 501(C)(3) | HEALTHCARE | $500 | |
| FAMILY STRENGTHS NETWORK | ||||||||
| 1990 DIAMOND DRIVE | LOS ALAMOS | NM | 87544 | NONE | 501(C)(3) | HEALTHCARE | $4,000 | |
| FAMILY YMCA THE | ||||||||
| 1450 IRIS STREET | LOS ALAMOS | NM | 87544 | NONE | 501(C)(3) | HEALTHCARE | $3,750 | |
| FOOD DEPOT | ||||||||
| 1222 A SILER RD | SANTA FE | NM | 87507 | NONE | 501(C)(3) | HEALTHCARE | $56,600 | |
| HEALTH ACTION NEW MEXICO | ||||||||
| 3700 OSUNA RD NE SUITE 504 | ALBUQUERQUE | NM | 87109 | NONE | 501(C)(3) | HEALTHCARE | $50,000 | |
| HEALTH EQUITY ALLIANCE FOR LGBTQ NEW MEXICO | ||||||||
| 12405 TOWNER AVE NE | ALBUQUERQUE | NM | 87112 | NONE | 501(C)(3) | HEALTHCARE | $27,500 | |
| INSIDE OUT | ||||||||
| 919 N RIVERSIDE DR | ESPANOLA | NM | 87532 | NONE | 501(C)(3) | HEALTHCARE | $26,000 | |
| JUSTICE ACCESS SUPPORT AND SOLUTIONS FOR HEALTH (JAZZ) | ||||||||
| 1608 ISLETA BOULEVARD SW | ALBUQUERQUE | NM | 87105 | NONE | 501(C)(3) | HEALTHCARE | $101,500 | |
| KWH LAW CENTER FOR SOCIAL JUSTICE AND CHANGE | ||||||||
| 625 SILVER AVENUE SW SUITE 185 | ALBUQUERQUE | NM | 87102 | NONE | 501(C)(3) | HEALTHCARE | $10,000 | |
| LA PLAZA DE ENCUENTRO GATHERING PLACE | ||||||||
| 714 4TH ST SW | ALBUQUERQUE | NM | 87102 | NONE | 501(C)(3) | HEALTHCARE | $10,000 | |
| LA SEMILLA FOOD CENTER | ||||||||
| PO BOX 2579 | ANTHONY | NM | 88021 | NONE | 501(C)(3) | HEALTHCARE | $10,000 | |
| LAS CUMBRES COMMUNITY SERVICES | ||||||||
| 102 N CORONADO AVE | ESPANOLA | NM | 87532 | NONE | 501(C)(3) | HEALTHCARE | $26,000 | |
| LOS ALAMOS FAMILY COUNCIL | ||||||||
| 1505 15TH STREET SUITE C | LOS ALAMOS | NM | 87544 | NONE | 501(C)(3) | HEALTHCARE | $6,000 | |
| LOS ALAMOS JUVENILE JUSTICE ADVISORY BOARD | ||||||||
| PO BOX 4716 | LOS ALAMOS | NM | 87544 | NONE | 501(C)(3) | HEALTHCARE | $13,750 | |
| LOS ALAMOS NATIONAL LABORATORY FOUNDATION | ||||||||
| 1112 PLAZA DEL NORTE | ESPANOLA | NM | 87532 | NONE | 501(C)(3) | HEALTHCARE | $20,000 | |
| MANDY'S SPECIAL FARM | ||||||||
| PO BOX 9346 | ALBUQUERQUE | NM | 87119 | NONE | 501(C)(3) | HEALTHCARE | $10,000 | |
| MESA TO MESA | ||||||||
| PO BOX 1008 | ESPANOLA | NM | 87532 | NONE | 501(C)(3) | HEALTHCARE | $26,000 | |
| NACA INSPIRED SCHOOL NETWORK | ||||||||
| PO BOX 40334 | ALBUQUERQUE | NM | 87196 | NONE | 501(C)(3) | HEALTHCARE | $35,000 | |
| NATIONAL ASSOCIATION OF SOCIAL WORKERS | ||||||||
| PO BOX 35955 | ALBUQUERQUE | NM | 87176 | NONE | 501(C)(6) | HEALTHCARE | $1,500 | |
| NATIONAL INDIAN YOUTH LEADERSHIP DEVELOPMENT PROJECT INC | ||||||||
| 2501 SAN PEDRO NE SUITE 116 | ALBUQUERQUE | NM | 87110 | NONE | 501(C)(3) | HEALTHCARE | $25,000 | |
| NATIONAL LATINO BEHAVIORAL HEALTH ASSOCIATION | ||||||||
| PO BOX 1360 | PENA BLANCA | NM | 87041 | NONE | 501(C)(3) | HEALTHCARE | $25,150 | |
| NEW MEXICO ALLIANCE FOR SCHOOL BASED HEALTH CARE | ||||||||
| 3301-R COORS BLVD NW SUITE 288 | ALBUQUERQUE | NM | 87120 | NONE | 501(C)(3) | HEALTHCARE | $25,000 | |
| NEW MEXICO BLACK LEADERSHIP COUNCIL | ||||||||
| 1258 ORTIZ SE 304 | ALBUQUERQUE | NM | 87108 | NONE | 501(C)(3) | HEALTHCARE | $60,000 | |
| NEW MEXICO CAREGIVERS COALITION | ||||||||
| PO BOX 297 | BERNALILLO | NM | 87004 | NONE | 501(C)(3) | HEALTHCARE | $25,000 | |
| NEW MEXICO CENTER ON LAW AND POVERTY | ||||||||
| 924 PARK AVENUE SWSUITE C | ALBUQUERQUE | NM | 87102 | NONE | 501(C)(3) | HEALTHCARE | $37,500 | |
| NEW MEXICO COMMUNITY CAPITAL | ||||||||
| 301 GOLD AVE SUITE 102 | ALBUQUERQUE | NM | 87102 | NONE | 501(C)(3) | HEALTHCARE | $25,000 | |
| NEW MEXICO ENVIRONMENTAL LAW CENTER | ||||||||
| 722 ISLETA BLVD SW | ALBUQUERQUE | NM | 87105 | NONE | 501(C)(3) | HEALTHCARE | $25,000 | |
| NEW MEXICO FIRST | ||||||||
| 609 BROADWAY BLVD NE | ALBUQUERQUE | NM | 87102 | NONE | 501(C)(3) | HEALTHCARE | $2,500 | |
| NEW MEXICO FOUNDATION | ||||||||
| 8 CALLE MEDICO | SANTA FE | NM | 87505 | NONE | 501(C)(3) | HEALTHCARE | $179,400 | |
| NEW MEXICO IMMIGRANT LAW CENTER | ||||||||
| PO BOX 7040 | ALBUQUERQUE | NM | 871947040 | NONE | 501(C)(3) | HEALTHCARE | $50,000 | |
| NEW MEXICO KIDS MATTER INC | ||||||||
| 2340 ALAMO AVE SE SUITE 112 | ALBUQUERQUE | NM | 87106 | NONE | 501(C)(3) | HEALTHCARE | $35,000 | |
| NEW MEXICO PUBLIC HEALTH ASSOCIATION | ||||||||
| PO BOX 26433 | ALBUQUERQUE | NM | 87125 | NONE | 501(C)(3) | HEALTHCARE | $2,500 | |
| NEW MEXICO RAMP PROJECT | ||||||||
| PO BOX 90354 | ALBUQUERQUE | NM | 871990354 | NONE | 501(C)(3) | HEALTHCARE | $10,000 | |
| NEW MEXICO STATE UNIVERSITY FOUNDATION | ||||||||
| 1305 N HORSESHOE DRIVE DOVE HALL RM | LAS CRUCES | NM | 88003 | NONE | 501(C)(3) | HEALTHCARE | $5,000 | 212 |
| NEW MEXICO WILDLIFE FEDERATION | ||||||||
| 6100 SEAGULL ST NE SUITE B105 | ALBUQUERQUE | NM | 87109 | NONE | 501(C)(3) | GENERAL SUPPORT | $4,000 | |
| NGAGE NEW MEXICO | ||||||||
| 3880 FOOTHILLS RD SUITE A | LAS CRUCES | NM | 88011 | NONE | 501(C)(3) | HEALTHCARE | $100,000 | |
| OPEN COLLECTIVE FOUNDATION | ||||||||
| 340 S LEMON AVE 3717 | WALNUT | CA | 91789 | NONE | 501(C)(3) | HEALTHCARE | $20,000 | |
| PARTNERSHIP FOR COMMUNITY ACTION | ||||||||
| 722 ISLETA SW | ALBUQUERQUE | NM | 87105 | NONE | 501(C)(3) | HEALTHCARE | $5,000 | |
| PEGASUS LEGAL SERVICE FOR CHILDREN | ||||||||
| 3201 FOURTH STREET NW | ALBUQUERQUE | NM | 87107 | NONE | 501(C)(3) | HEALTHCARE | $10,000 | |
| RIO GRANDE ALCOHOLISM TREATMENT PROGRAM | ||||||||
| 2501 SAN PEDRO NE SUITE 116 | ALBUQUERQUE | NM | 87110 | NONE | 501(C)(3) | HEALTHCARE | $25,000 | |
| ROADRUNNER FOOD BANK | ||||||||
| 5840 OFFICE BLVD NE | ALBUQUERQUE | NM | 87109 | NONE | 501(C)(3) | HEALTHCARE | $1,500 | |
| SANTA FE RECOVERY CENTER | ||||||||
| 5312 JAGUAR DRIVE | SANTA FE | NM | 87507 | NONE | 501(C)(3) | HEALTHCARE | $26,000 | |
| SCOTT'S HOUSE | ||||||||
| 287 RODEO ROAD | SANTA FE | NM | 87505 | NONE | 501(C)(3) | HEALTHCARE | $15,000 | |
| SELF HELP | ||||||||
| 2390 NORTH RD | LOS ALAMOS | NM | 87544 | NONE | 501(C)(3) | HEALTHCARE | $10,000 | |
| SHIPROCK COMMUNITY DEVELOPMENT CORPORATION | ||||||||
| PO BOX 309 | SHIPROCK | NM | 87420 | NONE | 501(C)(3) | HEALTHCARE | $15,000 | |
| SOCIAL & ENVIRONMENTAL ENTREPRENEURS | ||||||||
| 23564 CALABASAS RD SUITE 201 | CALABASAS | CA | 91302 | NONE | 501(C)(3) | HEALTHCARE | $10,000 | |
| SOMOS UN PUEBLO UNIDO | ||||||||
| 1804 ESPINACITAS ST | SANTA FE | NM | 87505 | NONE | 501(C)(3) | HEALTHCARE | $50,000 | |
| SOUTHWEST RESEARCH AND INFORMATION CENTER | ||||||||
| PO BOX 4524 | ALBUQUERQUE | NM | 87196 | NONE | 501(C)(3) | HEALTHCARE | $10,000 | |
| SOUTHWEST WOMEN'S LAW CENTER | ||||||||
| 128 QUINCY ST NE | ALBUQUERQUE | NM | 87108 | NONE | 501(C)(3) | HEALTHCARE | $10,000 | |
| TAOS COUNTY ECONOMIC DEVELOPMENT CORPORATION | ||||||||
| 1021 SALAZAR ROAD | TAOS | NM | 87571 | NONE | 501(C)(3) | HEALTHCARE | $32,600 | |
| THE COUNSELING CENTER | ||||||||
| PO BOX 1886 | ALAMOGORDO | NM | 88311 | NONE | 501(C)(3) | HEALTHCARE | $51,500 | |
| THE NOTAH BEGAY III FOUNDATION | ||||||||
| 290 PRAIRIE STAR RD | SANTA ANA PUEBLO | NM | 87004 | NONE | 501(C)(3) | HEALTHCARE | $20,000 | |
| THINK NEW MEXICO | ||||||||
| 1227 PASEO DE PERALTA | SANTA FE | NM | 87501 | NONE | 501(C)(3) | HEALTHCARE | $3,750 | |
| THREE SISTERS KITCHEN | ||||||||
| 109 GOLD AVE SW | ALBUQUERQUE | NM | 87102 | NONE | 501(C)(3) | HEALTHCARE | $25,000 | |
| TIDES CENTER | ||||||||
| PO BOX 399385 | SAN FRANCISCO | CA | 941399385 | NONE | 501(C)(3) | HEALTHCARE | $20,000 | |
| TRANSGENDER RESOURCE CENTER OF NEW MEXICO | ||||||||
| PO BOX 80872 | ALBUQUERQUE | NM | 87189 | NONE | 501(C)(3) | HEALTHCARE | $21,500 | |
| TRIBAL ADAPTIVE ORGANIZATION | ||||||||
| 1718 MARIPOSA DRIVE | DURANGO | CO | 81301 | NONE | 501(C)(3) | HEALTHCARE | $11,000 | |
| TULAROSA BASIN DOWNWINDERS | ||||||||
| 7518 2ND ST NW | ALBUQUERQUE | NM | 87107 | NONE | NC | HEALTHCARE | $1,000 | |
| UNITED SOUTH BROADWAY CORPORATION | ||||||||
| 1500 WALTER STREET SOUTHEAST | ALBUQUERQUE | NM | 87102 | NONE | 501(C)(3) | HEALTHCARE | $43,500 | |
| UNITED VOICES FOR NEWCOMER RIGHTS | ||||||||
| 1207 MONROE CT NE | ALBUQUERQUE | NM | 87110 | NONE | 501(C)(3) | HEALTHCARE | $10,000 | |
| UNITED WAY OF EASTERN NEW MEXICO INC | ||||||||
| PO BOX 806 | CLOVIS | NM | 88102 | NONE | 501(C)(3) | HEALTHCARE | $49,050 | |
| UNIVERSITY OF NEW MEXICO FOUNDATION | ||||||||
| 700 LOMAS BLVD | ALBUQUERQUE | NM | 87102 | NONE | 501(C)(3) | UNM CARE AND HEALTHCARE | $9,000 | |
| UPTOGETHER | ||||||||
| 663 13TH STREET SUITE 200 | OAKLAND | CA | 94612 | NONE | 501(C)(3) | HEALTHCARE | $10,000 | |
| VALENCIA SHELTER FOR VICTIMS OF DOMESTIC ABUSE | ||||||||
| 445 CAMINO DEL REY SUITE E | LOS LUNAS | NM | 87031 | NONE | 501(C)(3) | HEALTHCARE | $25,000 | |
| WOMEN MAKE MOVIES | ||||||||
| 115 WEST 29TH STREET | NEW YORK CITY | NY | 10001 | NONE | 501(C)(3) | GENERAL SUPPORT | $20,000 | |
| ZUNI YOUTH ENRICHMENT PROJECT | ||||||||
| PO BOX 447 | ZUNI | NM | 87327 | NONE | 501(C)(3) | HEALTHCARE | $35,000 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $1,856,550 | 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 | $942 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $1,005,493 | ExclusionAmt |
Other Investment Income OtherInvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $56 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $108,044 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $1,114,535 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $1,114,535 | 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
| Contributor Person | MACKENZIE SCOTT | ContributorPersonNm |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1021 THIRD AVENUE SUITE 4900 | AddressLine1Txt |
| City | SEATTLE | CityNm |
| State Abbreviation | WA | StateAbbreviationCd |
| ZIP | 98101 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $5,010,607 | TotalContributionsAmt |
| Noncash Contribution | Yes (X) | NoncashContributionInd |
Non Cash Property Contribution NonCashPropertyContributionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
| Noncash Property | 55,213 SHARES OF AMAZON (AMZN) STOCK | NoncashPropertyDesc |
| Fair Market Value | $5,010,607 | FairMarketValueAmt |
| Received | 2022-11-07 | ReceivedDt |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $48,534 | Amt |
| Net Investment Income | $16,016 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Depreciation Schedule DepreciationSchedule
Depreciation Property DepreciationPropertyGrp (10 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | Cost Or Other BasisCostOrOtherBasisAmt | Prior Year DepreciationPriorYearDepreciationAmt | Computation MethodComputationMethodTxt | LifeLifeRt | Current Year ExpenseCurrentYearExpenseAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|---|---|---|---|---|
| OFFICE JET | 2003-02-01 | $532 | $532 | SL | 5.000000000000 | $0 | $0 |
| LAND | 2004-04-26 | $119,000 | L | $0 | $0 | ||
| FURNITURE | 2005-01-20 | $35,964 | $35,964 | SL | 7.000000000000 | $0 | $0 |
| APPLIANCES | 2005-02-28 | $1,927 | $1,927 | SL | 7.000000000000 | $0 | $0 |
| BUILDING | 2005-04-01 | $859,045 | $368,950 | SL | 39.000000000000 | $22,027 | $0 |
| MICROEDGE GIFTS PLUS | 2010-03-26 | $5,380 | $5,380 | SL | 3.000000000000 | $0 | $0 |
| ROOF | 2011-10-11 | $27,943 | $19,094 | SL | 15.000000000000 | $1,863 | $0 |
| PHONE SYSTEM | 2013-08-25 | $7,566 | $7,566 | SL | 5.000000000000 | $0 | $0 |
| GIFTS ACCESS SOFTWARE | 2013-10-07 | $9,727 | $9,727 | SL | 5.000000000000 | $0 | $0 |
| XEON QUADCORE SERVER | 2017-12-01 | $6,153 | $5,023 | SL | 5.000000000000 | $1,129 | $0 |
Distribution From Corpus Election DistributionFromCorpusElection
| Field | Value | IRS element (for citing) |
|---|---|---|
| Election | UNDER IRC SECTION 4942(G)(3) AND REG. 53.4942(A)-3(C)(2)(IV), THE NONOPERATING PRIVATE FOUNDATION ELECTS TO TREAT AS A CURRENT DISTRIBUTION OUT OF CORPUS THE FOLLOWING UNUSED PRIOR TAX YEAR'S DISTRIBUTIONS THAT WERE TREATED AS CORPUS DISTRIBUTIONS IN SUCH PRIOR TAXABLE YEARS:TAX YEAR 2022 AMOUNT $1,273,075. | ElectionDesc |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| US Govt Obligations Book Vl EOY | $992,928 | USGovtObligationsBookVlEOYAmt |
| US Govt Obligations EOYFMV | $992,928 | USGovtObligationsEOYFMVAmt |
| State Local Sec Book Vl EOY | $0 | StateLocalSecBookVlEOYAmt |
| State Local Sec EOYFMV | $0 | StateLocalSecEOYFMVAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (16 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| 36,357.1452 ISHARES TR IS 1-5 YR IN | FMV | $1,811,313 | $1,811,313 |
| 25,047 ISHARES MSCI INTL QUALITY | FMV | $811,273 | $811,273 |
| 150,560.944 DOUBLELINE TOTAL RETURN BOND I | FMV | $1,320,420 | $1,320,420 |
| 145,237.527 VANGUARD INTERM-TERM INVESTMENT-GRADE ADM | FMV | $1,208,376 | $1,208,376 |
| 216,483.88 VANGUARD SHORT-TERM INVESTMENT-GRADE ADM | FMV | $2,154,015 | $2,154,015 |
| 1,257.3033 BLACKROCK ULTRA SHORT TERM BOND ETF | FMV | $62,915 | $62,915 |
| 83,500.091 DFA EMERGING MARKETS CORE EQUITY I | FMV | $1,681,692 | $1,681,692 |
| 52,921.083 DFA GLOBAL REAL ESTATE SECURITIES PORT | FMV | $513,864 | $513,864 |
| 41,928.41 DFA INTERNATIONAL SMALL CAP VALUE I | FMV | $788,673 | $788,673 |
| 50,516.758 DFA INTERNATIONAL SMALL COMPANY I | FMV | $880,002 | $880,002 |
| 53,845.763 DFA INTERNATL VALUE I | FMV | $957,378 | $957,378 |
| 298,209.308 DFA US LARGE CAP EQUITY INSTITUTIONAL | FMV | $6,650,068 | $6,650,068 |
| 67,582.286 DFA US LARGE CAP VALUE I | FMV | $2,804,665 | $2,804,665 |
| 47,197.996 DFA US SMALL CAP I | FMV | $1,827,034 | $1,827,034 |
| 32,937.517 DFA US SMALL CAP VALUE I | FMV | $1,294,115 | $1,294,115 |
| 609.584 VANGUARD 500 INDEX ADMIRAL | FMV | $215,860 | $215,860 |
Land Etc Schedule2 LandEtcSchedule2
Land Etc LandEtcGrp (11 entries)
| Category Or ItemCategoryOrItemTxt | Cost Or Other BasisCostOrOtherBasisAmt | Accumulated DepreciationAccumulatedDepreciationAmt | Book ValueBookValueAmt |
|---|---|---|---|
| OFFICE JET | $532 | $532 | $0 |
| LAND | $119,000 | $0 | $119,000 |
| FURNITURE | $35,964 | $35,964 | $0 |
| APPLIANCES | $1,927 | $1,927 | $0 |
| BUILDING | $859,045 | $390,977 | $468,068 |
| MICROEDGE GIFTS PLUS | $5,380 | $5,380 | $0 |
| WEBSITE OVERHAUL | $9,798 | $9,798 | $0 |
| ROOF | $27,943 | $20,957 | $6,986 |
| PHONE SYSTEM | $7,566 | $7,566 | $0 |
| GIFTS ACCESS SOFTWARE | $9,727 | $9,727 | $0 |
| XEON QUADCORE SERVER | $6,153 | $6,152 | $1 |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL FEES | CategoryTxt |
| Legal Fees | $2,696 | LegalFeesAmt |
| Net Investment Income | $1,348 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | EXCISE TAX DEPOSIT | Desc |
| BOY Book Value | $0 | BOYBookValueAmt |
| EOY Book Value | $5,603 | EOYBookValueAmt |
| EOYFMV | $5,603 | EOYFMVAmt |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | UNREALIZED LOSSES | Desc |
| Amt | $4,561,012 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (12 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| BANK CHARGES | $159 | $0 | $0 |
| DUES & SUBSCRIPTIONS | $17,814 | $0 | $16,033 |
| EQUIPMENT & SOFTWARE | $2,488 | $0 | $1,990 |
| EQUIPMENT MAINT/RENTAL | $2,926 | $0 | $2,341 |
| INSURANCE | $9,732 | $97 | $5,802 |
| INVESTMENT EXPENSE | $42,497 | $42,497 | $0 |
| MEALS | $525 | $0 | $262 |
| OFFICE EXPENSE | $17,870 | $179 | $10,471 |
| POSTAGE & DELIVERY | $250 | $25 | $125 |
| SECURITY | $4,435 | $0 | $3,548 |
| TELEPHONE | $3,416 | $34 | $2,733 |
| WEBSITE | $1,633 | $0 | $1,633 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | SETTLEMENT | Desc |
| Revenue And Expenses Per Books | $56 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $56 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $56 | AdjustedNetIncomeAmt |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | RECOVERY OF PRIOR YEAR GRANT | Desc |
| Amt | $1,000 | Amt |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail (4 entries)
| DescDesc | BOY Book ValueBOYBookValueAmt | EOY Book ValueEOYBookValueAmt |
|---|---|---|
| ACCRUED WAGES & BENEFITS | $26,530 | $22,782 |
| FSA - EMPLOYEE FUNDS | $1,301 | $361 |
| 401K WITHHOLDING PAYABLE | $25,301 | $22,019 |
| EXCISE TAX PAYABLE | $12,921 | $0 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | CONSULTING | CategoryTxt |
| Amt | $505,813 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $481,532 | DisbursementsCharitablePrpsAmt |
Substantial Contributors Sch SubstantialContributorsSch
Substantial Contributor Detail SubstantialContributorDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | MACKENZIE SCOTT | PersonNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1201 THIRD AVENUE SUITE 4900 | AddressLine1Txt |
| City | SEATTLE | CityNm |
| State Abbreviation | WA | StateAbbreviationCd |
| ZIP | 98101 | ZIPCd |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | EXCISE TAX | CategoryTxt |
| Amt | $14,237 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
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