2021-11-12T15:33:30-06:00 2020-12-31 350921680 CROWE LLP 225 West Wacker Drive Suite 2600 Chicago IL 606061224 990PF 2020-01-01 756023767 JF Maddox Foundation JFMA 5753936338 PO Box 2588 Hobbs NM 882412588 Kyle Shepard VP Finance & CFO 2021-11-12 true Kyle Shepard 999009999 Nicole Bencik P00756195 3128997000 2020 2022-09-23 18:48:47Z X 279661348 X X 16084 16084 0 1017226 1017226 0 0 0 0 12092361 11999063 0 0 0 0 0 2441384 2246910 0 15567055 15279283 0 1272277 338697 0 933580 552813 100453 0 452360 369531 90613 0 278918 12919 3053 0 9866 60565 43549 0 14516 740041 381068 0 358973 58 0 0 0 189417 38562 0 0 76500 19125 0 111847 26433 0 85414 55894 8728 0 45654 7795 3507 0 4288 3735240 3228773 0 273261 7184897 4282561 0 2456830 2927992 2927992 10112889 4282561 0 5384822 5454166 10996722 0 8763899 12532767 12532767 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 52417943 56522762 73399697 0 0 0 0 0 0 161149539 158676875 181118145 795385 528476 193755 266909 266909 12398279 12373184 12343830 234923415 240372497 279661348 5528 444 0 0 0 0 5528 444 X 234917887 240372053 234917887 240372053 234923415 240372497 234917887 5454166 0 240372053 0 240372053 GAIN/(LOSS) FROM PASS-THROUGH ENTITIES 9648524 0 0 9648524 0 0 0 9648524 GAIN/(LOSS) FROM PUBLICLY TRADED SECURITIES 2368390 2368390 0 2368390 GAIN/(LOSS) FROM PROGRAM RELATED INVESTMENT 0 23851 -23851 0 -23851 GAIN ON SALE OF AUTO 6000 6000 0 6000 11999063 0 152854 152854 152854 118263 85000 203263 X 0 50409 50409 0 false false false false false true true false true true CA CO CT FL GA AL HI IL IN IA KS LA ME MD MA MN MO NE NJ NM NY NC OK OR AZ RI SC TN VA AR WV WI true false false false false true www.jfmaddox.org Kyle Shepard 5753936338 PO Box 2588 Hobbs NM 88240 false false false false true false false false false false false false false false false true false false false false false false false Ann M Utterback PO Box 2588 Hobbs NM 882412588 Director 20.000 68360 0 0 Benjamin W Maddox PO Box 2588 Hobbs NM 882412588 Director 5.000 49668 0 0 Catherine M Maddox PO Box 2588 Hobbs NM 882412588 Director 6.000 49134 0 0 Elaine B Agather PO Box 2588 Hobbs NM 882412588 Director 7.000 50736 0 0 James M Maddox PO Box 2588 Hobbs NM 882412588 General Counsel / Director 25.000 142200 22593 0 John L Maddox PO Box 2588 Hobbs NM 882412588 Director 5.000 39857 0 0 Paul Campbell PO Box 2588 Hobbs NM 882412588 Director 7.000 47532 0 0 Thomas M Maddox PO Box 2588 Hobbs NM 882412588 Director 6.000 49134 0 0 Jennifer Grassham PO Box 2588 Hobbs NM 882412588 Secretary/Vice President Grants 40.000 107016 37920 0 Kerri L Frizzell PO Box 2588 Hobbs NM 882412588 Treasurer / CFO 40.000 152967 43567 0 Robert J Reid PO Box 2588 Hobbs NM 882412588 CEO, PARTIAL YEAR 40.000 403175 71127 0 RAY CARAWAY PO Box 2588 Hobbs NM 882412588 CEO 40.000 112500 6478 0 Kyle Shepard PO BOX 2588 HOBBS NM 882412588 Controller 40.000 136033 31700 0 David Reed PO BOX 2588 HOBBS NM 882412588 Sr. Program Officer 40.000 84507 27283 0 Mayra Lovas PO BOX 2588 HOBBS NM 882412588 Sr. Program Officer 40.000 83625 13116 0 Sarah Anderson PO BOX 2588 HOBBS NM 882412588 Grants Administrator 40.000 66383 16370 0 Carol Crossland PO BOX 2588 HOBBS NM 882412588 Program Associate 40.000 59518 20272 0 1 Fund Evaluation Group LLC 201 E Fifth St Ste 1600 Cincinnati OH 45202 Investment consultant 116343 Vaughan Nelson Investment Management LP 600 Travis Ste 6300 Houston TX 770023071 Investment management 108547 Smarter Learning Group 4011 Yoke Dr Hampstead MD 21074 Education consultant 94890 Boardwalk Consulting 84 Peachtree St NW 4th Floor Flat Iron City Atlanta GA 30303 Executive Search Consultant 83599 Cooke & Bieler LP 1700 Market Street Ste 3222 Philadelphia PA 19103 Investment management 72631 2 Management & administration of Jack Maddox Distinguished Scholarship Program. Refer to website at www.jfmaddox.org 319424 Hobbs Early Literacy Project (HELP) seeks to improve literacy outcomes for low-income K-2nd grade students. The primary focus of the project is (see supplemental information) to strengthen the core instructional programs using evidence-based curricula and instructional strategies to drive improved student outcomes. 140773 Management and administration of the Jack Maddox Distinguished Lecture Series (DLS). The purpose of the series is to contribute to the quality of life (see supplemental information) in Lea County, New Mexico and the surrounding area by providing nationally recognized speakers for intellectual stimulation and entertainment. 129778 Maddox Leadership Institute (MLI) develops community leaders who effectively engage in community sustainability and development. Program (see supplemental information) participants are provided with the skills it takes to be empowered, inspire change, and to sustain the future of our Lea County communities. 25785 0 60848241 9719496 171163357 241731094 0 241731094 3625966 238105128 11905256 11905256 152854 0 152854 11752402 11752402 11752402 5384822 0 107740 0 5492562 5492562 11752402 0 2018 2017 2016 0 0 0 3801585 4696494 649586 9147665 5492562 0 0 0 5492562 0 6259840 6259840 2887825 0 0 0 0 0 0 0 2887825 0 0 2238239 649586 0 Ray Caraway PO Box 2588 Hobbs NM 882412588 5753936338 Grant Criteria Grants are made to public charities and/or governmental entities for projects that are consistent with the Foundation's Mission Statement. Preference is given to Southeastern NM charitable organizations, but does not exclusively limit grant recipients. Jack Maddox Distinguished Scholarship Program An independent Scholarship Selection Committee screens applications, selects up to 15 semi-finalists to interview, then choose five finalists. Finalists are interviewed and one is selected to receive the Jack Maddox Distinguished Scholarship award which pays full tuition, required fees, textbooks, and room & board. The remaining four finalists receive a $20,000 scholarship for four years of undergraduate study. To support the five scholars in acceptance to their school of choice they are also provided a college counselor, cost reimbursement for attending a regional college fair, and up to $250 for college application fees. All semi-finalists receive a notebook computer. Scholarship applications must be received by June 30th preceding applicants high school senior year. Grant Criteria Grants are not ordinarily made to individuals, for ongoing support of an agency, for endowment funds, or to other private foundations. Refer to the website www.jfmaddox.org for Grant Application Guidelines and additional information on the application process. Jack Maddox Distinguished Scholarship Program Candidates must have been residents of Lea County, NM for at least two consecutive years prior to making application for the Scholarships and must continue to be a Lea County resident through graduation from high school campuses or registered home schools located in Hobbs, Lovington, Eunice, Tatum, or Jal, NM. Candidates must have submitted a formal application in the required format by June 30. Candidates must either be natural born or naturalized U.S. citizens. Applications are assessed without regard to race, religion, physical condition, or national origin. Application forms and additional information is available online at www.jfmaddox.org. American College of Trust and Estate Counsel Foundation Inc 901 15th St NW Ste 525 Washington DC 20005 None PC General Operating Support - Memory of L Henry Gissel Jr 2500 American College of Trust and Estate Counsel Foundation Inc 901 15th St NW Ste 525 Washington DC 20005 None PC Spring Derby Fundraiser 3000 Affinia Healthcare 1717 Biddle St Louis MO 63106 None PC General Operating Support 6600 Albuquerque Academy 6400 Wyoming Blvd NE Albuquerque NM 871093899 None PC General Operating Support 9375 Amarillo Habitat for Humanity PO Box 755 Amarillo TX 79105 None PC General Operating Support 3000 American Cancer Society Inc 3513 10th St Lubbock TX 79415 None PC General Operating Support - Memory of Janice Jones 500 American Rivers Inc 1101 14th St NW Ste 1400 Washington DC 20005 None PC General Operating Support 2000 Amigos Bravos Inc PO Box 238 Taos NM 875710238 None PC General Operating Support 2000 Animal Humane Association of New Mexico Inc 615 Virginia St SE Albuquerque NM 87108 None PC General Operating Support 1000 Barbershop Books 75 Maiden Lane Ste 1102 New York NY 10038 None PC General Operating Support 2500 Boy Scouts of America Conquistador Council 2603 N Aspen Roswell NM 88201 None PC Capital Campaign 25000 Boy Scouts of America Conquistador Council 2603 N Aspen Roswell NM 88201 None PC Friends of Scouting 10000 Boys Club of Hobbs Inc DBA Boys and Girls Club of Hobbs Inc 301 E Broadway Hobbs NM 882408433 None PC Adult Behind the Child 10000 Boys Club of Hobbs Inc DBA Boys and Girls Club of Hobbs Inc 301 E Broadway Hobbs NM 882408433 None PC General Operating Support 118000 Bridges Project for Education PO Box 308 Taos NM 875710308 None PC General Operating Support 10000 Cancer Foundation for New Mexico PO Box 5038 Santa Fe NM 87502 None PC General Operating Support 2000 The Carlsbad Association for Retarded Citizens Farm Inc PO Drawer 1808 Carlsbad NM 882211808 None PC General Operating Support 2000 The Carlsbad Association for Retarded Citizens Farm Inc PO Drawer 1808 Carlsbad NM 882211808 None PC General Operating Support - Honor of Gary Forrest 5000 Casa de Salud 3200 Chouteau Ave Saint Louis MO 63103 None PC General Operating Support 6600 CASA of Lea County 501 N Linam Hobbs NM 88240 None PC Emergency Operating Funds 64000 CASA of Lea County 501 N Linam Hobbs NM 88240 None PC General Operating Support 500 Cathedral Shrine of the Virgin of Guadalupe 2215 Ross Ave Dallas TX 75201 None PC General Operating Support 5000 Chaves County Casa Program 500 N Main St 310 Roswell NM 88201 None PC Courthouse Dog Program - Memory of Bozena M Cloutier 500 Child & Family Services Inc 950 E Snyder Hobbs NM 88240 None PC Imagination Library of Lea County 50000 Children's Defense Fund 25 E St NW Washington DC 20001 None PC General Operating Support 5000 Children's Literacy Initiative 990 Spring Garden St 4th Floor Ste 400 Philadelphia PA 19123 None PC General Operating Support 5000 Cissy Food Ministry PO Box 2394 Hobbs NM 88241 None PC Adult Diapers Purchase - COVID-19 1000 City Harvest Inc 6 E 32nd St 5th Floor New York NY 10016 None PC General Operating Support 20000 City of Haverhill City Treasurer 4 Summer St PO Box 9 69 Haverhill MA 01830 None GOV Emergency Housing & Other Critical Needs - COVID-19 10000 City of Hobbs 200 E Broadway Hobbs NM 882408302 None GOV Public Art - Honor Don Maddox 34452 City of Lovington 214 S Love Lovington NM 88260 None GOV Youth Maze of Life 7389 Colorado Outdoor Education Center PO Box 167 Florissant CO 80816 None PC Sanborn Western Camps - Scholarship Program 10000 Couse Foundation PO Box 1436 Taos NM 87571 None PC Capital Campaign - Bringing the Legacy to Life 1000 Covenant Village Inc 1351 Robinwood Rd Gastonia NC 28054 None PC Employee Scholarship - Continuing Education Fund 25000 Covenant Village Inc 1351 Robinwood Rd Gastonia NC 28054 None PC Christmas Employee Fund 1000 Cowboy Junction Church 9924 N Catchings Hobbs NM 88242 None PC Lea County Beef Project Purchase - Covid-19 25000 Cowboy Junction Church 9924 N Catchings Hobbs NM 88242 None PC Lea County Beef Project Storage Unit and Trailer Chassis 15700 CurePSP 1216 Broadway 2nd Floor New York NY 10001 None PC General Operating Support 6600 CurePSP 1216 Broadway 2nd Floor New York NY 10001 None PC General Operating Support - Memory of Mary Ellen Joynt 2500 Dallas Museum of Art 1717 N Harwood Dallas TX 752012398 None PC General Operating Support 25000 Delta Delta Delta Foundation PO Box 2187 Columbus GA 319022187 None PC General Operating Support 25000 Delta Gamma Foundation 3250 Riverside Dr Columbus OH 43221 None PC Service for Sight 5000 Downtown Taos 1236 Half Moon Rd El Prado NM 87529 None PC Taos Mainstreet 2000 Downtown Women's Center 409 S Monroe St Amarillo TX 79101 None PC General Operating Support 2500 Embudo Valley Tutoring Association PO Box 267 Rte 75 Dixon NM 87527 None PC General Operating Support 1000 Equal Justice Initiative 122 Commerce St Montgomery AL 36104 None PC General Operating Support 5000 Eunice Public Schools PO Box 129 Eunice NM 882310129 None PC Computer Purchase for Khan Academy Blended Learning Project 8000 Fcancer 9854 National Blvd 280 Los Angeles CA 90034 None PC P.ink 2500 First United Methodist Church 200 E Snyder Hobbs NM 88240 None PC Endowment Fund - Memory of Leon Thompson 1000 First United Methodist Church 200 E Snyder Hobbs NM 88240 None PC General Operating Support - Memory of Kirby Bingham, Jim McAdams & Julia Salcedo 1500 First United Methodist Church Lubbock 1411 Broadway St Lubbock TX 79401 None PC General Operating Support 7250 Friends of Anansi Charter School PO Box 1709 El Prado NM 87529 None PC General Operating Support 1000 Friends of KWMU Inc 3651 Olive St Saint Louis MO 63108 None PC General Operating Support 6600 Friends of the Hobbs Public Library PO Box 5041 Hobbs NM 88241 None PC General Operating Support 500 Friends of the Yampa Inc PO Box 771654 Steamboat Springs CO 80477 None PC General Operating Support 2000 GBMC Foundation 6701 N Charles St Towson MD 21204 None PC Berman Cancer Institute Infusion Center - Memory of Frank Jamison 250 Gideons International Inc 1900 N Fowler Hobbs NM 88240 None PC General Operating Support 2500 Global Empowerment Mission Inc 1040 Biscayne Blvd Ste 2403 Miami FL 33132 None PC General Operating Support 5000 Greensboro College 815 W Market St Greensboro NC 274011875 None PC General Operating Support 5000 Guidance Center of Lea County Inc PO Box 907 Hobbs NM 882410907 None PC Emergency Transitional Housing 2019 3312 Guidance Center of Lea County Inc PO Box 907 Hobbs NM 882410907 None PC Housing Insecurity Relief 30000 Guidance Center of Lea County Inc PO Box 907 Hobbs NM 882410907 None PC Transitional Housing Assistance COVID-19 15000 Habitat for Humanity International Inc PO Box 5833 Hobbs NM 882415833 None PC Construction Costs 2020-2022 200000 Habitat for Humanity International Inc PO Box 5833 Hobbs NM 882415833 None PC General Operating Support 18000 Habitat for Humanity International Inc PO Box 5833 Hobbs NM 882415833 None PC Land Purchase 60000 Habitat for Humanity International Inc PO Box 5833 Hobbs NM 882415833 None PC Promotional Fundraising Video 2000 Haverhill Public Schools 4 Summer St Haverhill MA 018305877 None GOV COVID-19 Prevention Program 10000 Haverhill Public Schools 4 Summer St Haverhill MA 018305877 None GOV General Operating Support 37500 Haverhill Public Schools 4 Summer St Haverhill MA 018305877 None GOV Haverhill Promise 12500 Heal the City PO Box 2556 Amarillo TX 79105 None GOV General Operating Support 3000 Hearts Desire Inc PO Box 121 Lovington NM 88260 None PC Emergency Operating Funds 25000 Hobbs Municipal Schools PO Box 1030 Hobbs NM 882411030 None GOV Hobbs High School band program 1000 Hollins University Corporation PO Box 9629 Roanoke VA 240201629 None PC French Department 5000 Hollins University Corporation PO Box 9629 Roanoke VA 240201629 None PC Hollins Fund 20000 Holy Angels Inc 6600 W Wilkinson Blvd Belmont NC 28012 None PC General Operating Support 500 Holy Angels Inc 6600 W Wilkinson Blvd Belmont NC 28012 None PC General Operating Support - Memory of Frankie Smith 3000 International Community Foundation 2505 N Ave National City CA 97950 None PC Charitable Work - Mexico 5000 Isaiah's Soup Kitchen 304 W Harden Blvd Hobbs NM 88240 None PC Hand Washing Stations - COVID-19 1200 Jal Public Schools PO Box 1386 Jal NM 882521386 None GOV Early Childcare and Pre-Kindergarten Center and Program 54613 Kanza Society Inc High Plains Public Radio 210 N 7th St Garden City KS 67846 None PC General Operating Support 2500 Lea County Commission for the Arts Inc 122 W Broadway Hobbs NM 88240 None PC General Operating Support 500 Lea County Museum Inc 103 S Love St Lovington NM 882604218 None PC General Operating Support - Memory of Dorothy Runnels 500 LEADERS Industries Inc 115 W Dunam Hobbs NM 88240 None PC Window Laminate 7504 Leadership New Mexico PO Box 35696 Albuquerque NM 871765696 None PC Core Group Dinner Event - Hobbs 2500 Leadership New Mexico PO Box 35696 Albuquerque NM 871765696 None PC Statewide Leadership Development 15000 Leadership New Mexico PO Box 35696 Albuquerque NM 871765696 None PC Virtual Education Series Conference 2500 The Louise Hopkins Underwood Center for the Arts 511 Ave K Lubbock TX 79401 None PC General Operating Support 500 Lovington Food Coalition PO Box 715 Lovington NM 88260 None PC Summer Backsnack Program Food Purchase - COVID-19 5000 Lovington Mainstreet Corporation PO Box 1418 Lovington NM 88260 None PC Local Vocal 7500 Lovington Municipal Schools 18 W Washington Lovington NM 88260 None PC Assessment System Testing Fees 5000 Lubbock Area United Way 1655 Main St Ste 101 Lubbock TX 79401 None PC General Operating Support - Memory of JC Chambers 1000 Lubbock Entertainment and Performing Arts Association 1500 Broadway St Ste 1254 Lubbock TX 79401 None PC Buddy Holly Center 20000 Maverick Boys and Girls Club 1923 S Lincoln St Amarillo TX 79109 None PC General Operating Support 2500 McCallie School Inc 500 Dodds Ave Chattanooga TN 37404 None PC General Operating Support 5000 Melrose Youth Trap Club 1503 Sr 224 Melrose NM 88124 None PC General Operating Support 2000 The Mexico Institute 800 W Campbell Rd JO31 Richardson TX 75080 None PC General Operating Support 2000 Michael J Fox Foundation for Parkinson's Research Grand Central Station PO Box 4777 New York NY 101634777 None PC General Operating Support 10000 MyPower Inc PO Box 1756 Hobbs NM 88241 None PC General Operating Support 114250 NAMI Inc 3803 N Fairfax Dr Ste 100 Arlington VA 22203 None PC General Operating Support - Memory of Jerome C Fox III 1000 Nasher Sculpture Center 2001 Flora St Dallas TX 75201 None PC General Operating Support 10000 Nasher Sculpture Center 2001 Flora St Dallas TX 75201 None PC Nasher Prize 5000 National Cowgirl Museum and Hall of Fame 1720 Gendy St Fort Worth TX 76107 None PC General Operating Support 25000 Nature Conservancy Inc 4245 N Fairfax Dr Ste 100 Arlington VA 22203 None PC NM Nature Conservancy 10000 New Mexico Biopark Society Inc 903 Tenth St SW Albuquerque NM 87102 None PC General Operating Support 1000 New Mexico Junior College 5317 N Lovington Hwy Hobbs NM 882409121 None GOV Western Heritage Museum Exhibits 62502 North Texas Food Bank 4500 S Cockrell Hill Rd Dallas TX 75236 None PC General Operating Support 5000 One Love Worldwide 1223 El Caminito Hobbs NM 88240 None PC General Operating Support 16000 Option Inc PO Box 2213 Hobbs NM 882412213 None PC General Operating Support 1000 Palmer Drug Abuse Program of Lea County Inc PO Box 5185 Hobbs NM 882415185 None PC General Operating Support 9500 Paseo Project Inc PO Box 1075 Taos NM 87571 None PC General Operating Support 15000 Phoenix House - Sexual Assault & Domestic Violence Resource Center 221 E Green Acres Dr Hobbs NM 88240 None PC Victims of Violent Crimes - Equipment Purchase 5986 Planned Parenthood of the St Louis Region and Southwest Missouri 4251 Forest Park Ave Saint Louis MO 63108 None PC General Operating Support 6600 Post Church of Christ 108 N Ave M Post TX 79356 None PC General Operating Support - Honor of Monk Palmer 500 Pre-GED School at the Cathedral 5100 Ross Ave Dallas TX 75206 None PC General Operating Support 10000 Project 40 31 Inc 122 W Taylor St Hobbs NM 88240 None PC General Operating Support 6500 Reach Out and Read Inc 89 S Street Ste 201 Boston MA 02111 None PC General Operating Support 5000 Reading Quest 991 Camino Consuelo Santa Fe NM 87507 None PC General Operating Support 2500 William Marsh Rice University PO Box 2593 Houston TX 746592593 None PC General Operating Support 5000 Rocky Mountain Youth Corps PO Box 1960 Ranchos de Taos NM 875571960 None PC General Operating Support 15000 Sacramento Camp and Conference Center Inc PO Box 8 Sacramento NM 883470008 None PC General Operating Support 60000 Sacramento Camp and Conference Center Inc PO Box 8 Sacramento NM 883470008 None PC General Operating Support - Honor of Diane Fenner Roberts 1000 Sagebrush Community Church 6440 Coors Blvd NW Albuquerque NM 87120 None PC General Operating Support 6000 Saint Helena Catholic Church 100 E Bender Blvd Hobbs NM 88240 None PC St Helena Catholic School - Memory of Charles "Chuck" E Moran 11000 Saint Louis Crisis Nursery 11710 Administration Drive Ste 18 St Louis MO 63146 None PC General Operating Support 5000 Saint Michael and All Angels Church 8011 Douglas St Dallas TX 75225 None PC General Operating Support 5000 Salem Academy and College 601 S Church St WinstonSalem NC 27101 None PC General Operating Support 22000 Salem Academy and College 601 S Church St WinstonSalem NC 27101 None PC General Operating Support - Honor of Susan Leigh Maddox 10000 Salem Academy and College 601 S Church St WinstonSalem NC 27101 None PC Susan Leigh Maddox Science and Math Excellence Fund 5000 Salvation Army Hobbs 820 S Fowler St Hobbs NM 88240 None PC Cleaning Supplies - COVID-19 5000 Salvation Army Hobbs 820 S Fowler St Hobbs NM 88240 None PC Emergency Housing - COVID-19 10000 Salvation Army Hobbs 820 S Fowler St Hobbs NM 88240 None PC Emergency Motel Vouchers - Housing Insecurity Relief 10000 Salvation Army Hobbs 820 S Fowler St Hobbs NM 88240 None PC Food Purchase - COVID-19 45000 Salvation Army Hobbs 820 S Fowler St Hobbs NM 88240 None PC General Operating Support 500 Salvation Army Hobbs 820 S Fowler St Hobbs NM 88240 None PC Homeless Emergency Kits 3000 Salvation Army Hobbs 820 S Fowler St Hobbs NM 88240 None PC Temporary Housing - COVID-19 30000 Santa Fe Community Foundation PO Box 1827 Santa Fe NM 875051827 None PC Early Childhood Emergency Response Fund 5000 Save the Children Federation Inc 501 Kings Highway E Ste 400 Fairfield CT 06825 None PC General Operating Support 3000 Southeast New Mexico Cycling 613 E Baja Hobbs NM 882403417 None PC General Operating Support 30000 Southwest Symphony PO Box 101 Hobbs NM 88241 None PC Concert Season 2019-2021 115500 Special Olympics New Mexico 6600 Palomas NE Ste 207 Albuquerque NM 87109 None PC Rio Grande Half Marathon 1000 St Annes Episcopal School Inc 2701 S York St Denver CO 80210 None PC Sam and Grace Masoudi Memorial Fund 1000 Saint Philips School and Community Center 1600 Pennsylvania Ave Dallas TX 75215 None PC General Operating Support 50000 St Louis Community Foundation Inc 2 Oak Knoll Park St Louis MO 63105 None PC Regional Response Fund - COVID- 19 1000 Stanford University 301 Encina Hall Stanford CA 94305 None PC Graduate School of Business 2500 Susan G Komen Breast Cancer Foundation 2316 Randolph Rd Charlotte NC 28207 None PC General Operating Support 5000 Taos Avalanche Center PO Box 267 El Prado NM 87529 None PC General Operating Support 2000 The Taos Community Foundation Inc PO Box 1925 Taos NM 87571 None PC Building Fund 10000 The Taos Community Foundation Inc PO Box 1925 Taos NM 87571 None PC Endowment Agency Fund 15000 The Taos Community Foundation Inc PO Box 1925 Taos NM 87571 None PC General Operating Support 5000 Teach for America Inc 600 N Pearl St Ste 2300 Dallas TX 75201 None PC General Operating Support 5000 Teaching Matters Inc 475 Riverside Dr Ste 1270 New York NY 10115 None PC General Operating Support 5000 Teen Court of Lea County Inc PO Box 831 Hobbs NM 882410831 None PC General Operating Support 25000 Texas Tech Foundation Inc PO Box 41081 Lubbock TX 794091081 None PC Foster 10 Year Anniversary Scholarship 5000 Texas Tech Law School Foundation 1802 Hartford Lubbock TX 79409 None PC Kelln Zimmer Memorial Scholarship 5000 Tri-State Shooting Sports Foundation PO Box 30064 Amarillo TX 791012442 None PC General Operating Support 3000 Twirl A Play and Discovery Space Inc 225 Camino de la Placita Taos NM 87571 None PC General Operating Support 1500 United for Change Center 2480 Times Blvd Ste 204-B Houston TX 77005 None PC General Operating Support 45000 United for Change Center 2480 Times Blvd Ste 204-B Houston TX 77005 None PC General Operating Support - Honor of Bob Reid 100000 United Way of Greater St Louis Inc 910 N 11th St St Louis MO 63101 None PC General Operating Support 50000 United Way of Lea County Inc Hobbs NM PO Box 1834 Hobbs NM 882411834 None PC Campaign Support 2019-2023 206070 United Way of Lea County Inc Hobbs NM PO Box 1834 Hobbs NM 882411834 None PC 211 Utility Assistance - COVID-19 20000 United Way of Lea County Inc Hobbs NM PO Box 1834 Hobbs NM 882411834 None PC Evening Meal Food Purchases - Covid-19 10000 United Way of Lea County Inc Hobbs NM PO Box 1834 Hobbs NM 882411834 None PC Technology Upgrade Grant 22000 United Way of Massachusetts Bay and Merrimack Valley 51 Sleeper St Boston MA 02210 None PC The One Haverhill Fund 10000 United Way of Pickens County PO Box 96 Easley SC 29641 None PC Camp IROCK 4000 University City Children's Center 6646 Vernon Ave University City MO 63130 None PC General Operating Support 15000 University of New Mexico Foundation Inc Two Woodward Center 700 Lomas Blvd NE Ste 108 Albuquerque NM 87131 None PC General Operating Support 20000 University of Texas System 5323 Harry Hines Blvd Dallas TX 753907208 None PC General Operating Support 5500 UNM Lobo Club MSC04 2680 1 University of NM Albuquerque NM 87131 None PC Baseball Coaching Fund #203131 5000 Uplifting Athletes Inc PO Box 574 Doylestown PA 18901 None PC General Operating Support 4000 Uplifting Athletes Inc PO Box 574 Doylestown PA 18901 None PC 7000 Mile Challenge - Clemson Community Fund 2000 Wake Forest University PO Box 7227 WinstonSalem NC 271097227 None PC Law Fund 3000 Wake Forest University PO Box 7227 WinstonSalem NC 271097227 None PC Maddox Law Scholarship 13000 Western Environmental Law Center 120 Shelton McMurphey Blvd Ste 340 Eugene OR 97401 None PC General Operating Support 2000 Wholly Rags Ranchos de Taos PO Box 1051 Taos NM 875571051 None PC General Operating Support 5500 Women's Economic Self-Sufficiency Team 609 Broadway Boulevard NE Albuquerque NM 87102 None PC General Operating Support 24125 YMCA of the North Shore Inc 81 Winter St Haverhill MA 01830 None PC Summer Reading camp 15000 Addison Brooke Marquez 1911 W Jefferson Ave Lovington NM 88260 None I 2020 Laptop Computer Recipient 1913 Andre Gomez 1405 Camino Real Hobbs NM 88240 None I 2015 Maddox Scholar 2500 Andres Jose Flores 217 S 2nd Lovington NM 88260 None I 2020 Laptop Computer Recipient 1913 Brennan Riley Martinez 1405 N Industrial Lovington NM 88260 None I 2020 Laptop Computer Recipient 1913 Brevin Thompson 915 Nambe Hobbs NM 88240 None I 2015 Maddox Scholar 2500 Brooke Dunn 5020 W Dark Horse Rd Hobbs NM 88240 None I 2016 Distinguished Scholar 20495 Caden Bailey 1017 W Harrison Lovington NM 88260 None I 2015 Distinguished Scholar 12710 Celine Cuellar 1303 W Ave H Lovington NM 88260 None I 2016 Maddox Scholar 5130 Claire Alexa Newey 4816 W Hardtack Hobbs NM 88240 None I 2020 Maddox Scholar 2163 Cynthia Jordan 1116 N Gulf St Hobbs NM 882404811 None I 2016 Maddox Scholar 2013 Cynthia Anahi Palacios PO Box 114 624 S Ave B Tatum NM 88267 None I 2020 Maddox Scholar 110 Daylan Flemmons 601 E Reppto Rd Brownfield TX 79316 None I 2018 Distinguished Scholar 61838 Elizabeth Rose Honigmann 116 W Alto Dr Hobbs NM 88260 None I 2020 Laptop Computer Recipient 1913 Erin Hines 1413 W Paige Dr Hobbs NM 88240 None I 2018 Maddox Scholar 5000 Haleigh Morgan Bluedorn 2000 W Ave J Lovington NM 88260 None I 2016 Maddox Scholar 5000 Hector Angel Rivera Jr 318 S 1st St Lovington NM 88260 None I 2019 Maddox Scholar 2078 Jackson Driskill 2410 W College Lane Hobbs NM 88242 None I 2017 Maddox Scholar 4260 Jay Nelson 115 W Silver Hobbs NM 88240 None I 2018 Maddox Scholar 3945 Jordyn Dane' Gibson 2233 N Rojo Dr Hobbs NM 88240 None I 2020 Laptop Computer Recipient 1913 Kaira Payen 1314 E Cimarron Rd Hobbs NM 88240 None I 2018 Maddox Scholar 6324 Kaleb Jordan Franco 1309 W Tyler Ave Lovington NM 88260 None I 2020 Laptop Computer Recipient 1913 Kaleb Hobbs 103 W Cactus Ct Hobbs NM 88240 None I 2020 Laptop Computer Recipient 1913 Karina Nieto PO Box 842 Jal NM 88252 None I 2020 Laptop Computer Recipient 1913 Katelynn Nicole Ramirez 323 S 3rd Lovington NM 88260 None I 2020 Laptop Computer Recipient 1913 Keaton T Hartman 1712 N Brazos Ave Hobbs NM 88240 None I 2020 Laptop Computer Recipient 1913 Kunal Mankad 5001 N Carriage Rd Hobbs NM 88242 None I 2017 Maddox Scholar 4956 Makayla Franco 1309 W Tyler Lovington NM 88260 None I 2017 Distinguished Scholar 67719 Markus Benavidez 419 W Cielo Dr Hobbs NM 88240 None I 2017 Maddox Scholar 668 Nathanyel Kenneth Rodriguez 4145 N Apodaca St Hobbs NM 88240 None I 2019 Maddox Scholar 4413 Samuel Martinez 128 W Scott Pl Hobbs NM 88240 None I 2020 Laptop Computer Recipient 1913 Shaye Elizabeth Smith 20 Broadmoor Park Hobbs NM 88240 None I 2017 Maddox Scholar 5000 Troy Anthony White 934 E Gold Ave Hobbs NM 88240 None I 2019 Distinguished Scholar 28147 William Evan Gray 8823 N Bensing Rd Hobbs NM 88242 None I 2018 Maddox Scholar 5000 2927990 Community Players of Hobbs PO Box 2153 Hobbs NM 882412153 NONE PC Summer Workshop 15950 City of Lovington 214 S Love Lovington NM 88260 NONE GOV Cinco de Mayo 12500 Lovington Mainstreet Corporation PO Box 1418 Lovington NM 88260 NONE PC Live on Love Street 2020-2021 25000 New Mexico Junior College 5317 N Lovington Hwy Hobbs NM 882409121 NONE GOV Western Heritage Museum Exhibits 164000 New Mexico Museum of Natural History 1801 Mountain Rd NW Albuquerque NM 87104 NONE PC Virtual Field Trips 5000 Southwest Symphony PO Box 101 Hobbs NM 88241 NONE PC Concert Season 2020-2021 50000 United Way of Lea County Inc Hobbs NM PO Box 1834 Hobbs NM 882411834 NONE PC Campaign Support 2021-2023 1143324 United Way of Lea County Inc Hobbs NM PO Box 1834 Hobbs NM 882411834 NONE PC Matching Campaign 2023 200000 1615774 14 16084 14 1017226 900000 93298 18 12022914 -23851 Other Interest 14 1074 PARTNERSHIP INTEREST INCOME 900000 1765 14 1000553 PARTNERSHIP EXEMPT INTEREST 14 2804 PARTNERSHIP DIVIDEND INCOME 900000 1070 14 511977 PARTNERSHIP OTHER INCOME 900000 187537 14 88017 0 PARTNERSHIP PORTFOLIO INCOME 900000 -285 14 645133 0 STATE UBTI TAX REFUNDS 1583 14 0 Other Income 14 156 0 284968 15305938 -23851 15567055 false false false false false false false false false false Audit and tax compliance services 60565 43549 0 14516 Automobiles 203911 67846 SL 5.0 35717 Office equipment & furniture 306018 189162 SL 3.0 29144 19125 Leasehold improvements 285457 194968 SL 15.0 11639 GAIN/(LOSS) FROM PASS-THROUGH ENTITIES 12092361 0 12092361 Publicly Traded Securities 56522762 73399697 Investment Receivables FMV 464001 464001 Alternative Investments FMV 158212874 180654144 AUTOMOBILES 203911 103563 100348 100348 EQUIPMENT & FURNITURE 306017 218305 87712 87712 LEASEHOLD IMPROVEMENTS 285457 206608 78849 78849 General legal services 12919 3053 0 9866 Program-related investment - NMCC 93194 68099 38745 Program-related loans 12305085 12305085 12305085 AUTO EXPENSE 14187 1820 12367 DUES 21133 609 19532 GRANT ADMINISTRATION EXPENSE 126853 126853 RECRUITMENT EXPENSE 6158 1539 4618 INSURANCE 7055 1764 5291 LICENSES & FEES 1948 1294 654 MAINTENANCE AGREEMENTS 85328 15395 69933 MISCELLANEOUS EXPENSE 1256 300 956 OFFICE EXPENSE 29462 7312 22150 PENALTIES 23 POSTAGE 5244 626 4618 PASS-THROUGH INTEREST EXPENSE 89406 79990 3993 REPAIRS & MAINTENANCE 107 27 80 TRAINING 2605 389 2216 PROGRAM RELATED INVESTMENT EXPENSE 1244 1244 OTHER PASS-THROUGH INVESTMENT EXPENSES 3343231 3116464 OTHER INCOME FROM PASS-THROUGH INVESTMENTS 2441384 2246910 0 CONSULTING FEES 387456 28483 358973 INVESTMENT FEES 352585 352585 0 Tax from pass through 105917 38562 0 0 Federal Taxes Paid 83500 0 0 0