THORNBURG FOUNDATION: Form 990PF, tax year 2018
View the entire original 990 at ProPublica ↗
- Organization
- THORNBURG FOUNDATION (EIN 85-0457010)
- Tax period
- 2018-01-01 to 2018-12-31
- Filed
- 2019-11-11
- IRS object ID
- 201903159349100615
- Schema version
- 2018v3.1
- 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
- Accounting Fees Schedule
- Depreciation Schedule
- Investments Other Schedule2
- Legal Fees Schedule
- Other Assets Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Liabilities Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2019-11-11T09:16:35-06:00 | ReturnTs |
| Tax Period End | 2018-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 830331229 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MCGEE HEARNE & PAIZ LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 1088 | AddressLine1Txt |
| City | CHEYENNE | CityNm |
| State Abbreviation | WY | StateAbbreviationCd |
| ZIP | 82003 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2018-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 850457010 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THORNBURG FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | THOR | BusinessNameControlTxt |
| Phone | 5054677853 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2300 N RIDGETOP RD | AddressLine1Txt |
| City | SANTA FE | CityNm |
| State Abbreviation | NM | StateAbbreviationCd |
| ZIP | 87506 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | GARRETT THORNBURG | PersonNm |
| Person Title | PRESIDENT/CHAIRMAN | PersonTitleTxt |
| Phone | 5054677853 | PhoneNum |
| Signature | 2019-11-11 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | BRENDA J ELLIOTT | PreparerPersonNm |
| PTIN | P01208382 | PTIN |
| Phone | 3076342151 | PhoneNum |
| Preparation | 2019-11-09 | PreparationDt |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 69.144.123.34 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2019-11-11 | IPDt |
| IP Tm | 09:16:30 | IPTm |
| IP Timezone | MS | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | DA39A3EE5E6B4B0D3255BFEF95601890AFD80709 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | 5AE9CD5D70E50B006E1765EAFB9F1DC40839A364 | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2018 | TaxYr |
| Build TS | 2020-03-31 21:24:44Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $107,428,514 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Dividends Rev And Expnss | $2,228,240 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $2,228,240 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $1,275,534 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $15,128,257 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $1,414,669 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $0 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $237,389 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $3,503,774 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $3,880,298 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $193,750 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $155,000 | CompOfcrDirTrstDsbrsChrtblAmt |
| Oth Empl Slrs Wgs Rev And Expnss | $358,468 | OthEmplSlrsWgsRevAndExpnssAmt |
| Oth Empl Slrs Wgs Net Invst Incm | $0 | OthEmplSlrsWgsNetInvstIncmAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $321,742 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Pension Empl Bnft Rev And Expnss | $88,485 | PensionEmplBnftRevAndExpnssAmt |
| Pension Empl Bnft Net Invst Incm | $0 | PensionEmplBnftNetInvstIncmAmt |
| Pension Empl Bnft Dsbrs Chrtbl | $77,708 | PensionEmplBnftDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $6,920 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $0 | LegalFeesNetInvstIncmAmt |
| Legal Fees Dsbrs Chrtbl | $3,738 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $18,129 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $0 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $139,376 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $0 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $134,145 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $44,000 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $0 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Deprec And Dpltn Rev And Expnss | $1,961 | DeprecAndDpltnRevAndExpnssAmt |
| Deprec And Dpltn Net Invst Incm | $0 | DeprecAndDpltnNetInvstIncmAmt |
| Occupancy Rev And Expnss | $2,135 | OccupancyRevAndExpnssAmt |
| Occupancy Net Invst Incm | $0 | OccupancyNetInvstIncmAmt |
| Occupancy Dsbrs Chrtbl | $1,985 | OccupancyDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $65,400 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Net Invst Incm | $0 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $53,095 | TravConfMeetingDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $159,850 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $71,805 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $65,667 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $1,078,474 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $71,805 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $813,080 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $5,112,154 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $5,112,154 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $6,190,628 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $71,805 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $5,925,234 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$2,686,854 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $3,808,493 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $443,095 | CashBOYAmt |
| Cash EOY | $903,340 | CashEOYAmt |
| Cash EOYFMV | $903,340 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $95,164 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $13,496 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $13,496 | SavAndTempCashInvstEOYFMVAmt |
| Other Investments BOY | $103,296,631 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $100,237,370 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $106,509,608 | OtherInvestmentsEOYFMVAmt |
| Land Bldg Equip Cost Or Other Bss | $15,757 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $13,687 | LandBldgEquipAccumDeprecAmt |
| Land BOY | $4,031 | LandBOYAmt |
| Land EOY | $2,070 | LandEOYAmt |
| Land EOYFMV | $2,070 | LandEOYFMVAmt |
| Other Assets BOY | $4,600 | OtherAssetsBOYAmt |
| Other Assets EOY | $0 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $0 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $103,843,521 | TotalAssetsBOYAmt |
| Total Assets EOY | $101,156,276 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $107,428,514 | TotalAssetsEOYFMVAmt |
| Other Liabilities BOY | $1,237 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $846 | OtherLiabilitiesEOYAmt |
| Total Liabilities BOY | $1,237 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $846 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Capital Stock BOY | $0 | CapitalStockBOYAmt |
| Capital Stock EOY | $0 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $103,842,284 | RetainedEarningBOYAmt |
| Retained Earning EOY | $101,155,430 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $103,842,284 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $101,155,430 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $103,843,521 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $101,156,276 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $103,842,284 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$2,686,854 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $101,155,430 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $101,155,430 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (24 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | How AcquiredHowAcquiredCd |
|---|---|---|---|---|---|---|---|
| 39,093 SH LTD US GOVT | 2017-09-11 | 2018-03-08 | $500,000 | $510,946 | -$10,946 | -$10,946 | |
| 23,585 SH LTD US GOVT | 2017-09-11 | 2018-05-09 | $300,000 | $308,255 | -$8,255 | -$8,255 | |
| 86,207 SH LTD US GOVT | 2017-09-11 | 2018-07-03 | $1,100,000 | $1,126,724 | -$26,724 | -$26,724 | |
| 50,738 SH INT'L VALUE | 2013-03-27 | 2018-11-13 | $1,100,000 | $1,398,187 | -$298,187 | -$298,187 | |
| 20,315 GLENMEDE SEC OPT INTL | 2018-01-01 | 2018-05-31 | $254,142 | $244,797 | $9,345 | $9,345 | |
| 309,869 GLENMEDE SEC OPT INTL | 2013-04-29 | 2018-05-31 | $3,876,462 | $3,606,094 | $270,368 | $270,368 | |
| 9,995 MATTHEWS JAPAN FUND | 2018-01-30 | 2018-12-14 | $192,901 | $256,832 | -$63,931 | -$63,931 | |
| 11,186 AMERICAN BEACON LONDON INC | 2018-01-30 | 2018-07-06 | $189,262 | $200,000 | -$10,738 | -$10,738 | |
| 23,903 VANGUARD RE ETF | 2017-06-12 | 2018-07-06 | $1,979,322 | $1,994,738 | -$15,416 | -$15,416 | |
| 8 SH TCG BDC INC | 2017-06-09 | 2018-01-08 | $148 | $148 | $0 | $0 | |
| 116 SH TCG BDC INC | 2017-06-09 | 2018-01-09 | $2,142 | $2,143 | -$1 | -$1 | |
| 129 SH TCG BDC INC | 2017-06-09 | 2018-01-12 | $2,383 | $2,384 | -$1 | -$1 | |
| 83 SH TCG BDC INC | 2017-06-09 | 2018-01-17 | $1,533 | $1,534 | -$1 | -$1 | |
| 13 SH TCG BDC INC | 2017-06-09 | 2018-03-16 | $235 | $240 | -$5 | -$5 | |
| 292 SH TCG BDC INC | 2017-06-09 | 2018-03-19 | $5,282 | $5,396 | -$114 | -$114 | |
| 1,443 SH TCG BDC INC | 2017-06-09 | 2018-03-22 | $26,121 | $26,667 | -$546 | -$546 | |
| 59 SH TCG BDC INC | 2017-06-09 | 2018-04-06 | $1,068 | $1,090 | -$22 | -$22 | |
| 34 SH TCG BDC INC | 2014-10-16 | 2018-01-04 | $632 | $662 | -$30 | -$30 | |
| 2,514 SH TCG BDC INC | 2014-10-16 | 2018-01-04 | $46,580 | $48,985 | -$2,405 | -$2,405 | |
| 1,704 SH TCG BDC INC | 2014-10-16 | 2018-01-05 | $31,571 | $33,203 | -$1,632 | -$1,632 | |
| 12,827 SH GLENMEDE SM CAP VALUE | 2018-01-01 | 2018-11-14 | $390,578 | $401,676 | -$11,098 | -$11,098 | |
| 122,409 SH GLENMEDE SM CAP VALUE | 2014-10-30 | 2018-11-14 | $3,727,351 | $3,180,815 | $546,536 | $546,536 | |
| CHARLES SCHWAB MBS | $437,902 | $362,072 | $75,830 | $75,830 | |||
| CAPITAL GAINS DIVIDENDS | $962,642 | $962,642 | $962,642 | P |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $1,414,669 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $5,280,511 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $111,850,353 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.047210 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $4,814,403 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $105,475,135 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.045645 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $6,012,486 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $107,893,121 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.055726 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $4,340,225 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $105,547,564 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.041121 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $1,881,908 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $89,636,712 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.020995 | DistributionYr5Rt |
| Total Distribution | 0.210697 | TotalDistributionRt |
| Average Distribution | 0.042139 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $115,804,582 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $4,879,889 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $38,085 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $4,917,974 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $5,925,234 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Domestic Org Meeting Sect4940e | Yes (X) | DomesticOrgMeetingSect4940eInd |
| Investment Income Excise Tax | $38,085 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $38,085 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $38,085 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $41,163 | EstimatedPlusOvpmtIncmTxAmt |
| Extsn Request Income Tax Paid | $9,000 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $50,163 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $12,078 | OverpaymentAmt |
| Applied To ES Tax | $12,078 | 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 | 0 | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | WWW.THORNBURGFOUNDATION.ORG | WebsiteAddressTxt |
| Individual With Books | KEVIN HANSEN | IndividualWithBooksNm |
| Phone | 5054677044 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2300 N RIDGETOP RD | AddressLine1Txt |
| City | SANTA FE | CityNm |
| State Abbreviation | NM | StateAbbreviationCd |
| ZIP | 87506 | 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 (6 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 |
|---|---|---|---|---|---|---|---|---|
| GARRETT THORNBURG | ||||||||
| 2300 N RIDGETOP RD | SANTA FE | NM | 87506 | PRESIDENT | 2.00 | $0 | $0 | $0 |
| LLOYD THORNBURG | ||||||||
| 2300 N RIDGETOP RD | SANTA FE | NM | 87506 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| KEVIN HANSEN | ||||||||
| 2300 N RIDGETOP RD | SANTA FE | NM | 87506 | SECRETARY / TREASURER | 3.00 | $0 | $0 | $0 |
| ALON KASHA | ||||||||
| 2300 N RIDGETOP RD | SANTA FE | NM | 87506 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| ALLAN OLIVER | ||||||||
| 2300 N RIDGETOP RD | SANTA FE | NM | 87506 | EXECUTIVE DIRECTOR | 40.00 | $193,750 | $5,813 | $0 |
| FRED NATHAN | ||||||||
| 2300 N RIDGETOP RD | SANTA FE | NM | 87506 | DIRECTOR | 1.00 | $0 | $0 | $0 |
Compensation Highest Paid Empl CompensationHighestPaidEmplGrp (4 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee BenefitsEmployeeBenefitsAmt | Expense AccountExpenseAccountAmt |
|---|---|---|---|---|---|---|---|---|
| STEVEN M WEINBERG II | ||||||||
| 2300 N RIDGETOP RD | SANTA FE | NM | 87506 | POLICY OFFICER | 40.00 | $117,125 | $0 | $0 |
| BRYAN CRAWFORD-GARRETT | ||||||||
| 2300 N RIDGETOP RD | SANTA FE | NM | 87506 | POLICY OFFICER | 40.00 | $90,750 | $0 | $0 |
| CARMEN J LOPEZ | ||||||||
| 2300 N RIDGETOP RD | SANTA FE | NM | 87506 | POLICY OFFICER | 40.00 | $77,142 | $0 | $0 |
| LESLIE GARCIA | ||||||||
| 2300 N RIDGETOP RD | SANTA FE | NM | 87506 | ADMIN DIRECTOR | 40.00 | $73,450 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE CENTER FOR SYSTEMS INTEGRATION | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2717 WELTON ST | AddressLine1Txt |
| City | DENVER | CityNm |
| State Abbreviation | CO | StateAbbreviationCd |
| ZIP | 80205 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Service Type | CONSULTING | ServiceTypeTxt |
| Compensation | $82,448 | CompensationAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $104,268,268 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $550,607 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $12,749,229 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $117,568,104 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $117,568,104 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $1,763,522 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $115,804,582 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $5,790,229 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $5,790,229 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $38,085 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $38,085 | TotalTaxAmt |
| Distributable Before Adj | $5,752,144 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $5,752,144 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $5,752,144 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $5,925,234 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $5,925,234 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $38,085 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $5,887,149 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $5,752,144 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $2,761,576 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $5,925,234 | QualifyingDistributionsAmt |
| Applied To Year1 | $2,761,576 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $3,163,658 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $0 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $2,588,486 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $0 | ExcessDistriCyovToNextYrAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | GARRETT THORNBURG | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (107 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|---|
| ACCION | ||||||||
| 2000 ZEARING AVE NW | ALBUQUERQUE | NM | 871042045 | NONE | PC | EXPLORING THE CREDIT NEEDS OF NEW MEXICO'S FARMERS & RANCHERS | $60,000 | |
| ALBUQUERQUE COMMUNITY FOUNDATION | ||||||||
| PO BOX 25266 | ALBUQUERQUE | NM | 87125 | NONE | PC | SUPPORTING CENSUS OUTREACH | $60,000 | |
| ALLIANCE FOR JUSTICE | ||||||||
| 11 DUPONT CIR NW STE 500 | WASHINGTON | DC | 200361237 | NONE | PC | OPERATING SUPPORT FOR WORKSHOPS | $3,233 | |
| AMERICAN CIVIL LIBERTIES UNION OF NEW MEXICO FOUNDATION | ||||||||
| PO BOX 566 | ALBUQUERQUE | NM | 87103 | NONE | PC | OPERATING SUPPORT | $25,000 | |
| APEX ARTS LEAGUE | ||||||||
| 2140 E SOUTHLAKE BLVD STE L-425 | SOUTHLAKE | TX | 76092 | NONE | PC | OPERATING SUPPORT | $2,500 | |
| AUDUBON NEW MEXICO | ||||||||
| PO BOX 9314 | SANTA FE | NM | 875049314 | NONE | PC | CONSERVING WORKING GRASSLANDS FOR PEOPLE & BIRDS THROUGH SCIENCE | $60,000 | |
| BIG BROTHERS BIG SISTERS OF NORTHERN NM | ||||||||
| 1229 S ST FRANCIS DR STE C | SANTA FE | NM | 87505 | NONE | PC | OPERATING SUPPORT | $5,000 | |
| BIRD CONSERVANCY OF THE ROCKIES | ||||||||
| 230 CHERRY ST STE 150 | FORT COLLINS | CO | 805212074 | NONE | PC | GRASSLAND STEWARDSHIP & RESILIENT COMMUNITIES IN NEW MEXICO | $50,000 | |
| CAMPAIGN LEGAL CENTER | ||||||||
| 1411 K ST NW STE 1400 | WASHINGTON | DC | 200053404 | NONE | PC | LEGAL RESEARCH ON DEMOCRATIC REFORMS | $75,000 | |
| CENTER FOR RESPONSIVE POLITICS | ||||||||
| 1300 L ST NW STE 200 | WASHINGTON | DC | 200054107 | NONE | PC | CAMPAIGN FINANCE RESEARCH | $25,000 | |
| CENTER OF SOUTHWEST CULTURE | ||||||||
| 505 MARQUETTE AVE NW STE 1610 | ALBUQUERQUE | NM | 871022158 | NONE | PC | BUILD NONPROFIT NETWORK OF FAMILY FARMER CO-OPS | $30,000 | |
| CENTRAL NEW MEXICO COMMUNITY COLLEGE FOUNDATION INC | ||||||||
| 525 BUENA VISTA DRIVE SE | ALBUQUERQUE | NM | 871063232 | NONE | PC | BUILD A MENTOR NETWORK TO IMPROVE PRACTICUM EXPERIENCES FOR EARLY CHILDHOOD EDUCATION STUDENTS | $180,000 | |
| CHAMA PEAK LAND ALLIANCE | ||||||||
| PO BOX 1544 | SANTA FE | NM | 87504 | NONE | PC | OPERATING SUPPORT | $50,000 | |
| CHILDREN'S GRIEF CENTER | ||||||||
| 3001 TRELLIS DR NW | ALBUQUERQUE | NM | 87107 | NONE | PC | OPERATING SUPPORT | $5,000 | |
| CLAREMONT MCKENNA COLLEGE | ||||||||
| 400 N CLAREMONT BLVD | CLAREMONT | CA | 917119845 | NONE | PC | OPERATING SUPPORT | $25,000 | |
| COMMON CAUSE EDUCATION FUND | ||||||||
| 805 15TH ST NW STE 800 | WASHINGTON | DC | 200052207 | NONE | PC | LEAD NM PLEDGE AND THE OPEN & FAIR DEMOCRACY EDUCATION PROJECT | $354,000 | |
| COMMUNITIES IN SCHOOLS OF NM AT SANTA FE | ||||||||
| PO BOX 367 | SANTA FE | NM | 875040367 | NONE | PC | OPERATING SUPPORT | $10,000 | |
| CREATIVE SANTA FE | ||||||||
| 314 READ ST | SANTA FE | NM | 875012629 | NONE | PC | OPERATING SUPPORT | $1,000 | |
| DUKE UNIVERSITY | ||||||||
| 2024 W MAIN ST BAY C DUKE BOX 90539 | DURHAM | NC | 277080539 | NONE | PC | FAMILY CONNECTS HOME VISITING PLANNING WITH THE NEW MEXICO DEPARTMENT OF HEALTH | $40,000 | |
| ESPERANZA SHELTER FOR BATTERED FAMILIES | ||||||||
| 3130 RUFINA ST | SANTA FE | NM | 875072933 | NONE | PC | OPERATING SUPPORT | $10,000 | |
| FAIR VOTE | ||||||||
| 6930 CARROLL AVENUE STE 240 | TAKOMA PARK | MD | 209124468 | NONE | PC | NEW MEXICO PROJECT ON ELECTION ADMINISTRATION & EDUCATION | $63,000 | |
| FJC | ||||||||
| 520 8TH AVE 20FL | NEW YORK | NY | 100186507 | NONE | PC | RESEARCH & PUBLIC EDUCATION ON PRIMARY REFORM (OPEN PRIMARIES EDUCATION FUND) | $100,000 | |
| FOOD DEPOT | ||||||||
| 1222 A SILER RD | SANTA FE | NM | 875074106 | NONE | PC | OPERATING SUPPORT | $10,000 | |
| FRIENDS OF FONDATION DE FRANCE | ||||||||
| 275 MADISON AVE FL 6 | NEW YORK | NY | 100161101 | NONE | PC | PROJECT SUPPORT | $25,000 | |
| FUNDERS' NETWORK FOR SG AND LC | ||||||||
| 6705 SW 57TH AVE STE 700 | CORAL GABLES | FL | 331433649 | NONE | PC | EVENT SPONSORSHIP OF INTERMOUNTAIN WEST FUNDER NETWORK | $2,500 | |
| GERARD'S HOUSE | ||||||||
| PO BOX 28693 | SANTA FE | NM | 875928693 | NONE | PC | OPERATING SUPPORT | $5,000 | |
| GIRLS INC OF SANTA FE | ||||||||
| 301 HILLSIDE AVE | SANTA FE | NM | 875012217 | NONE | PC | OPERATING SUPPORT | $10,000 | |
| HEADING HOME | ||||||||
| PO BOX 27636 | ALBUQUERQUE | NM | 871257636 | NONE | PC | OPERATING SUPPORT | $10,000 | |
| HEALTH LEADERSHIP HIGH SCHOOL | ||||||||
| 1900 RANDOLPH RD SE | ALBUQUERQUE | NM | 871064247 | NONE | PC | EARLY CHILDHOOD EDUCATION PROJECT | $50,000 | |
| HEART OF TAOS | ||||||||
| PO BOX 613 | TAOS | NM | 875710613 | NONE | PC | OPERATING SUPPORT | $10,000 | |
| HOMEWISE INC | ||||||||
| 1301 SILER AVE | SANTA FE | NM | 875073541 | NONE | PC | AFFORDABLE HOUSING RESEARCH | $10,000 | |
| INSTITUTE OF AMERICAN ACUPUNCTURE & LIFE MEDICINE | ||||||||
| 443 N NEW BALLAS RD SUITE 224 | ST LOUIS | MO | 631416858 | NONE | PC | OPERATING SUPPORT | $5,000 | |
| INTERFAITH COMMUNITY SHELTER | ||||||||
| PO BOX 22653 | SANTA FE | NM | 875022653 | NONE | PC | OPERATING SUPPORT | $15,000 | |
| KBFUSAMERICAN FRIENDS OF INSTITUTE CURIE | ||||||||
| 10 ROCKERFELLER PLAZA 16TH FL | NEW YORK | NY | 10020 | NONE | PC | OPERATING SUPPORT | $25,000 | |
| KITCHEN ANGELS | ||||||||
| 1222 SILER RD | SANTA FE | NM | 875074106 | NONE | PC | OPERATING SUPPORT | $10,000 | |
| KUNM | ||||||||
| MSC06 3520 1 UNIVERSITY OF NEW MEXI | ALBUQUERQUE | NM | 871310001 | NONE | PC | OPERATING SUPPORT | $5,000 | |
| LA FAMILIA MEDICAL CENTER | ||||||||
| PO BOX 5395 | SANTA FE | NM | 87502 | NONE | PC | OPERATING SUPPORT | $10,000 | |
| LA SEMILLA FOOD CENTER | ||||||||
| PO BOX 2579 | ANTHONY | NM | 880212579 | NONE | PC | IMPLEMENTATION & SUPPORT FOR URBAN AG PLAN IN LAS CRUCES | $45,000 | |
| LEAGUE OF WOMEN VOTERS OF NM | ||||||||
| 2315 SAN PEDRO DR NE STE F6 | ALBUQUERQUE | NM | 871104158 | NONE | PC | NATIVE AMERICAN VOTER GUIDE | $12,000 | |
| LEARNING POLICY INSTITUTE | ||||||||
| 1530 PAGE MILL RD STE 200 | PALO ALTO | CA | 953041140 | NONE | PC | DEVELOP A LONG-TERM STRATEGIC PLAN FOR EDUCATION IN NEW MEXICO | $132,271 | |
| LITERACY VOLUNTEERS OF SANTA FE | ||||||||
| 6401 RICHARDS AVE ROOM 514A | SANTA FE | NM | 87508 | NONE | PC | OPERATING SUPPORT | $10,000 | |
| MARIA MITCHELL ASSOCIATION | ||||||||
| 4 VESTAL ST | NANTUCKET | MA | 025542609 | NONE | PC | OPERATING SUPPORT | $1,000 | |
| MAY CENTER FOR LEARNING | ||||||||
| 2019 GALISTEO BLDG B | SANTA FE | NM | 875052143 | NONE | PC | OPERATING SUPPORT | $5,000 | |
| MEDECINS SANS FRONTIERES | ||||||||
| 40 RECTOR ST FL 16 | NEW YORK | NY | 100061751 | NONE | PC | OPERATING SUPPORT | $5,000 | |
| MOUNTAIN SHADOWS FOUNDATION | ||||||||
| 970 LOS VALLECITOS BLVD STE 240 | SAN MARCOS | CA | 920691475 | NONE | PC | OPERATING SUPPORT | $2,500 | |
| NANTUCKET HISTORICAL ASSOCIATION | ||||||||
| PO BOX 1016 | NANTUCKET | MA | 025541016 | NONE | PC | OPERATING SUPPORT | $5,000 | |
| NATIONAL DANCE INSTITUTE | ||||||||
| 1140 ALTO ST | SANTA FE | NM | 875012596 | NONE | PC | OPERATING SUPPORT | $150,000 | |
| NATIONAL HISPANIC CULTURAL CENTER FOUNDATION | ||||||||
| 1701 4TH STREET SW | ALBUQUERQUE | NM | 871024508 | NONE | PC | EVENT SPONSORSHIP | $10,000 | |
| NATIONAL YOUNG FARMERS COALITION | ||||||||
| PO BOX 1074 | HUDSON | NY | 125349074 | NONE | PC | YOUNG, NEW FARMER LEADERSHIP DEVELOPMENT | $106,000 | |
| NAT'L INSTITUTE ON MONEY IN STATE POLITICS | ||||||||
| 833 N LAST CHANCE GULTCH | HELENA | MT | 596013352 | NONE | PC | IMPACT JOURNALISM TRAINING & DEMOCRACY CONVENING | $25,000 | |
| NEW MEXICO ACEQUIA ASSOCIATION | ||||||||
| 805 EARLY ST 203B | SANTA FE | NM | 875051708 | NONE | PC | ACEQUIA FARMERS TRAINING | $80,000 | |
| NEW MEXICO APPLESEED | ||||||||
| 600 CENTRAL AVE SE | ALBUQUERQUE | NM | 871023656 | NONE | PC | OPERATING SUPPORT | $10,000 | |
| NEW MEXICO ENVIRONMENTAL LAW CENTER | ||||||||
| 1405 LUISA ST STE 5 | SANTA FE | NM | 875054074 | NONE | PC | OPERATING SUPPORT | $10,000 | |
| NEW MEXICO ETHICS WATCH | ||||||||
| PO BOX 30586 | ALBUQUERQUE | NM | 871900586 | NONE | PC | OPERATING SUPPORT | $211,285 | |
| NEW MEXICO FARMERS MARKETING | ||||||||
| 1219 LUISA ST STE 1 | SANTA FE | NM | 875054176 | NONE | PC | EXPANDING VALUE-CHAIN COORDINATION & ENGAGEMENT FOR INCREASED LOCAL CROP PRODUCTION | $92,300 | |
| NEW MEXICO FIRST | ||||||||
| PO BOX 56549 | ALBUQUERQUE | NM | 871876549 | NONE | PC | ETHICS COMMISSION RESEARCH; INDEPENDENT JOURNALISM RESEARCH | $40,000 | |
| NEW MEXICO FIRST | ||||||||
| PO BOX 56549 | ALBUQUERQUE | NM | 871876549 | NONE | PC | RESILIENCE IN NEW MEXICO AGRICULTURE PROJECT | $96,000 | |
| NEW MEXICO FIRST | ||||||||
| PO BOX 56549 | ALBUQUERQUE | NM | 871876549 | NONE | PC | CLIFF EFFECTS RESEARCH | $50,000 | |
| NEW MEXICO IN DEPTH | ||||||||
| 7820 ENCHANTED HILLS BLVD STE A225 | RIO RANCHO | NM | 871448644 | NONE | PC | 2019 LEGISLATIVE COVERAGE & REPORTING ON GOOD GOVERNMENT | $133,500 | |
| NEW MEXICO STATE UNIVERSITY FOUNDATION | ||||||||
| MSC 3590 PO BOX 30001 | LAS CRUCES | NM | 880033590 | NONE | PC | NMSU FARM & RANCH RESOURCE CENTER PROJECT PLANNING GRANT | $37,000 | |
| NEW MEXICO STATE UNIVERSITY FOUNDATION | ||||||||
| MSC 3590 PO BOX 30001 | LAS CRUCES | NM | 880033590 | NONE | PC | RESEARCH TO REGENERATE THE DIVERSITY OF LIFE IN SOILS | $20,000 | |
| NEW MEXICO SUICIDE INTERVENSION | ||||||||
| PO BOX 6004 | SANTA FE | NM | 875026004 | NONE | PC | OPERATING SUPPORT | $10,000 | |
| NEW MEXICO VOICES FOR CHILDREN | ||||||||
| 625 SILVER AVE SW STE 195 | ALBUQUERQUE | NM | 871023186 | NONE | PC | KIDS COUNT EVENT SPONSOR | $3,000 | |
| NEW VENTURE FUND | ||||||||
| 1201 CONNECTICUT AVE NW ST 300 | WASHINGTON | DC | 200362656 | NONE | PC | SUSTAINABLE AG FUNDERS ASSOCIATION - EVENT SPONSOR | $2,000 | |
| NM ASSOC FOR THE EDUCATION OF YOUNG CHILDREN | ||||||||
| 10601 LOMAS NE STE 105 | ALBUQUERQUE | NM | 871125462 | NONE | PC | RESEARCH ON EDUCATOR'S NEEDS AS PROFESSIONALS | $20,000 | |
| NM FOUNDATION FOR OPEN GOVERNMENT | ||||||||
| 2333 WISCONSIN ST NE | ALBUQUERQUE | NM | 871104654 | NONE | PC | OPERATING SUPPORT AND EVENT SPONSORSHIP | $30,000 | |
| NM SCHOOL FOR THE ARTS -AI | ||||||||
| 500 MONTEZUMA AVE 200 | SANTA FE | NM | 875012555 | NONE | PC | OPERATING SUPPORT | $325,000 | |
| NONPROFIT BACK OFFICE RESOURCES | ||||||||
| 3900 OSUNA RD NE | ALBUQUERQUE | NM | 871094459 | NONE | PC | EXPAND ACCOUNTING SUPPORT FOR ECE NONPROFIT ORGANIZATIONS | $25,000 | |
| OCEANA INC | ||||||||
| 1350 CONNECTICUT AVE NW STE 200 | WASHINGTON | DC | 200365425 | NONE | PC | OPERATING SUPPORT | $5,000 | |
| OLE EDUCATION FUND | ||||||||
| 411 BELLAMAH AVE NW | ALBUQUERQUE | NM | 871021315 | NONE | PC | OPERATING SUPPORT | $50,000 | |
| OPEN PRIMARIES EDUCATION FUND | ||||||||
| 350 7TH AVE STE 2003 | NEW YORK | NY | 100011930 | NONE | PC | RESEARCH ON NM CLOSED PRIMARIES SYSTEM | $5,000 | |
| ORANGE COAST COMMUNITY COLLEGE | ||||||||
| 2701 FAIRVIEW RD | COSTA MESA | CA | 926265563 | NONE | PC | OPERATING SUPPORT | $2,000 | |
| PROTEUS FUND | ||||||||
| 15 RESEARCH DRIVE STE B | AMHERST | MA | 010022776 | NONE | PC | OPERATING SUPPORT | $25,000 | |
| READING QUEST | ||||||||
| 991 CAMINO CONSUELO | SANTA FE | NM | 875075036 | NONE | PC | OPERATING SUPPORT | $25,000 | |
| REGENTS OF THE UNIVERSITY OF NEW MEXICO | ||||||||
| 1 UNIVERSITY OF NEW MEXICO | ALBUQUERQUE | NM | 871310001 | NONE | GOV | RESEARCH TO INCREASE HOME VISITING REFERRALS | $85,000 | MSC09-5220 |
| REGENTS OF UNIVERSITY OF NEW MEXICO | ||||||||
| 1 UNIVERSITY OF NEW MEXICO | ALBUQUERQUE | NM | 871310001 | NONE | GOV | UNM TAOS RESIDENCY PROGRAM AND COMMUNITY LAB SCHOOL MODEL, NET OF UNM REFUND | $21,315 | MSC09-5220 |
| ROCKY MOUNTAIN PLANNED PARENTHOOD | ||||||||
| 7155 E 38TH AVE | DENVER | CO | 802071630 | NONE | PC | PROGRAM SUPPORT TO IMPLEMENT LONG ACTING REVERSIBLE CONTRACEPTIVES EXPANSION | $25,000 | |
| SANTA FE CHAMBER OPPORTUNITIES | ||||||||
| PO BOX 1928 | SANTA FE | NM | 875041928 | NONE | PC | STRENGTHENING NM JOURNALISM: DATA TRAINING & COLLABORATION | $5,000 | |
| SANTA FE CHILDREN'S MUSEUM | ||||||||
| 1050 OLD PECOS TRAIL | SANTA FE | NM | 875052688 | NONE | PC | OPERATING SUPPORT | $7,000 | |
| SANTA FE COMMUNITY COLLEGE FOUNDATION | ||||||||
| 6401 RICHARDS AVE 111 | SANTA FE | NM | 875084887 | NONE | PC | PROJECT SUPPORT: EARLY CHILDHOOD EDUCATION CENTER OF EXCELLENCE | $100,000 | |
| SANTA FE COMMUNITY FOUNDATION | ||||||||
| 501 HALONA ST | SANTA FE | NM | 875050301 | NONE | PC | PROJECT SUPPORT: EARLY CHILDHOOD EDUCATION PUBLIC OUTREACH | $235,000 | |
| SANTA FE DREAMERS PROJECT | ||||||||
| PO BOX 8009 | SANTA FE | NM | 87504 | NONE | PC | OPERATING SUPPORT | $5,000 | |
| SANTA FE GIRLS SCHOOL | ||||||||
| 310 W ZIA RD | SANTA FE | NM | 875055723 | NONE | PC | OPERATING SUPPORT | $5,000 | |
| SANTA FE MOUNTAIN CENTER | ||||||||
| 1524 BISHOPS LODGE RD B | SANTA FE | NM | 87506 | NONE | PC | OPERATING SUPPORT | $5,000 | |
| SANTA FE PREPARATORY SCHOOL | ||||||||
| 1101 CAMINO DE LA CRUZ BLANCA | SANTA FE | NM | 875050391 | NONE | PC | OPERATING SUPPORT | $50,000 | |
| SANTA FE SCHOOL FOR THE ARTS & SCIENCES | ||||||||
| 5912 JAGUAR DR | SANTA FE | NM | 875071630 | NONE | PC | CAPITAL GRANT CAMPAIGN | $50,000 | |
| SCHOOL YEAR ABROAD | ||||||||
| 120 WATER ST STE 310 | NORTH ANDOVER | MA | 018452650 | NONE | PC | OPERATING SUPPORT | $5,000 | |
| SEARCHLIGHT NEW MEXICO | ||||||||
| 202 E MARCY ST | SANTA FE | NM | 875012021 | NONE | PC | INVESTIGATIVE REPORTING ON CHILD WELL-BEING IN NEW MEXICO & NM ACCOUNTING CONVERSION | $162,250 | |
| SHATTUCK - ST MARY'S SCHOOL | ||||||||
| PO BOX 218 | FARIBAULT | MN | 550210218 | NONE | PC | OPERATING SUPPORT | $25,000 | |
| SITE SANTA FE | ||||||||
| 1606 PASEO DE PERALTA | SANTA FE | NM | 875013724 | NONE | PC | CAPITAL CAMPAIGN: SITE SANTA FE BUILDING | $50,000 | |
| SO CAL AGRICULTURE LAND FOUNDATION | ||||||||
| 7698 EUCALYPTUS AVE | ONTARIO | CA | 917627711 | NONE | PC | OPERATING SUPPORT | $2,000 | |
| SOCIETY OF PROFESSIONAL JOURNALISTS | ||||||||
| 4709 TRUMBULL AVE SE | ALBUQUERQUE | NM | 871083550 | NONE | PC | STRENGTHENING NM JOURNALISM: DATA TRAINING & COLLABORATION | $25,000 | |
| SOLACE CRISIS TREATMENT CENTER | ||||||||
| 6601 VALENTINE WAY | SANTA FE | NM | 875077301 | NONE | PC | OPERATING SUPPORT | $5,000 | |
| ST ELIZABETH'S SHELTER | ||||||||
| 804 ALARID | SANTA FE | NM | 875053040 | NONE | PC | OPERATING SUPPORT | $10,000 | |
| ST JOHN'S COLLEGE | ||||||||
| 1101 CAMINO DE LA CRUZ BLANCA | SANTA FE | NM | 875054584 | NONE | PC | OPERATING SUPPORT | $20,000 | |
| SUSAN G KOMEN BREAST CANCER FOUNDATION | ||||||||
| PO BOX 650309 | DALLAS | TX | 75265 | NONE | PC | OPERATING SUPPORT | $1,000 | |
| THE GRANTS COLLECTIVE | ||||||||
| 610 RIO GRANDE BLVD NW | ALBUQUERQUE | NM | 87194 | NONE | PC | RESEARCH: ROLE FOR CITY TO EXPAND INVESTMENT INTO LOCAL AGRICULTURE | $80,000 | |
| THE QUIVIRA COALITION | ||||||||
| 1413 2ND ST STE 1 | SANTA FE | NM | 875053435 | NONE | PC | EVENT SPONSORSHIP | $85,000 | |
| THE ROADRUNNER FOOD BANK | ||||||||
| 5840 OFFICE BLVD NE | ALBUQUERQUE | NM | 871095819 | NONE | PC | OPERATING SUPPORT | $10,000 | |
| THINK NEW MEXICO | ||||||||
| 1227 PASEO DE PERALTA | SANTA FE | NM | 875012758 | NONE | PC | OPERATING SUPPORT | $25,000 | |
| TULANE UNIVERSITY | ||||||||
| 1555 POYDRAS ST STE 1000 | NEW ORLEANS | LA | 701123710 | NONE | PC | OPERATING SUPPORT | $25,000 | |
| UNITED WAY OF SANTA FE COUNTYNM EARLY CHILDHOOD DEVELOPMENT PARTNERSHIP | ||||||||
| 440 CERRILLOS RD SUITE A | SANTA FE | NM | 875012644 | NONE | PC | SUPPORT PUBLIC EDUCATION AND RESEARCH REGARDING EARLY CHILDHOOD EDUCATION IN NEW MEXICO | $398,000 | |
| UNIVERSITY OF NEW MEXICO TAOS | ||||||||
| 1157 COUNTY ROAD 110 | RANCHOS DE TAOS | NM | 875576000 | NONE | GOV | EARLY CHILDHOOD EDUCATION CURRICULUM REVIEW | $15,000 | |
| WESTERN LANDOWNERS ALLIANCE | ||||||||
| PO BOX 6278 | SANTA FE | NM | 875026278 | NONE | PC | ADVANCE RESEARCH PRACTICES THAT SUSTAIN WORKING LANDS | $256,000 | |
| WESTERN NEW MEXICO UNIVERSITY | ||||||||
| PO BOX 680 | SILVER CITY | NM | 88062 | NONE | GOV | SUPPORT EARLY CHILDHOOD PROGRAMS | $37,500 | |
| WILLIAMS COLLEGE | ||||||||
| 75 PARK STREET | WILLIAMSTOWN | MA | 012672141 | NONE | PC | OPERATING SUPPORT | $25,000 | |
| YOUTH SHELTER AND FAMILY SERVICES | ||||||||
| PO BOX 28279 | SANTA FE | NM | 875928279 | NONE | PC | OPERATING SUPPORT | $5,000 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $5,112,154 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $2,228,240 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $1,275,534 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $3,503,774 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $3,503,774 | 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 |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING | CategoryTxt |
| Amt | $18,129 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Depreciation Schedule DepreciationSchedule
Depreciation Property DepreciationPropertyGrp (7 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | Cost Or Other BasisCostOrOtherBasisAmt | Prior Year DepreciationPriorYearDepreciationAmt | Computation MethodComputationMethodTxt | LifeLifeRt | Current Year ExpenseCurrentYearExpenseAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|---|---|---|---|---|
| ORGANIZATIONAL COSTS | 1998-09-01 | $510 | $510 | SL | 160.000000000000 | $0 | $0 |
| COMPUTER EQUIPMENT | 2013-05-20 | $1,771 | $1,623 | SL | 5.000000000000 | $148 | $0 |
| COMPUTER EQUIPMENT | 2013-05-21 | $2,409 | $2,209 | SL | 5.000000000000 | $200 | $0 |
| COMPUTER SOFTWARE | 2013-05-20 | $233 | $233 | SL | 3.000000000000 | $0 | $0 |
| COMPUTER SOFTWARE | 2013-05-21 | $231 | $231 | SL | 3.000000000000 | $0 | $0 |
| COMPUTER EQUIPMENT | 2014-03-26 | $10,077 | $7,557 | SL | 5.000000000000 | $2,015 | $0 |
| COMPUTER EQUIPMENT | 2014-07-09 | $1,036 | $725 | SL | 5.000000000000 | $207 | $0 |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (22 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| GLENMEDE FUND INC-GOVT CASH | AT COST | $4,476,160 | $4,476,160 |
| GLENMEDE PRIVATE INVESTMENT FD IX | AT COST | $630,000 | $966,021 |
| GLENMEDE PRIVATE INVESTMENT FD VIII | AT COST | $1,920,000 | $2,335,404 |
| GLENMEDE PRIVATE INVESTMENT FD X | AT COST | $800,000 | $971,304 |
| RENAISSANCE INSTUTIONAL | AT COST | $7,000,000 | $8,255,756 |
| RIVERSIDE CAPITAL APPRECIATION VI | AT COST | $443,125 | $790,507 |
| SCHWAB FIXED INCOME FUND | AT COST | $1,605,744 | $1,891,114 |
| SL CAPITAL SOF I LP | AT COST | $521,997 | $1,089,287 |
| TCG BDC INC | AT COST | $654,056 | $425,414 |
| THORNBURG BETTER WORLD INT'L | AT COST | $5,892,559 | $5,745,889 |
| THORNBURG CORE GROWTH FUND | AT COST | $4,287,596 | $6,237,225 |
| THORNBURG DEVELOPING WORLD FUND | AT COST | $4,093,061 | $4,517,515 |
| THORNBURG GLOBAL OPPORTUNITIES FUND | AT COST | $4,838,629 | $5,856,598 |
| THORNBURG INCOME BUILDER FUND | AT COST | $13,788,890 | $14,648,038 |
| THORNBURG INTERNATIONAL GROWTH FUND | AT COST | $5,373,103 | $5,593,748 |
| THORNBURG INTERNATIONAL VALUE FUND | AT COST | $5,264,751 | $3,786,529 |
| THORNBURG LONG/SHORT EQ FUND | AT COST | $7,530,275 | $6,973,894 |
| THORNBURG LTD TERM US GOVT FUND | AT COST | $17,400,310 | $17,054,167 |
| THORNBURG STRATEGIC INCOME FUND | AT COST | $4,603,960 | $4,354,907 |
| THORNBURG VALUE FUND | AT COST | $5,075,939 | $6,591,054 |
| VANGUARD REIT | AT COST | $1,995,480 | $1,833,826 |
| BROADSTONE NET LEASE | AT COST | $2,041,735 | $2,115,251 |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL FEES | CategoryTxt |
| Legal Fees | $6,920 | LegalFeesAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $3,738 | DisbursementsCharitablePrpsAmt |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | DEPOSITS | Desc |
| BOY Book Value | $4,600 | BOYBookValueAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (11 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| EVENT EXPENSES- HARNER AWARD | $32,840 | $0 | $32,840 |
| POSTAGE AND SHIPPING | $419 | $0 | $4 |
| SUPPLIES | $3,170 | $0 | $182 |
| TELEPHONE | $3,208 | $0 | $2,946 |
| INSURANCE | $6,004 | $0 | $1,930 |
| DUES & SUBSCRIPTIONS | $15,452 | $0 | $12,983 |
| MEALS & ENTERTAINMENT | $2,039 | $0 | $32 |
| INVESTMENT CUSTODY&MGMT FEE | $71,805 | $71,805 | $0 |
| COMPUTER/SOFTWARE EXPENSES | $21,339 | $0 | $13,925 |
| OTHER EXPENSES | $955 | $0 | $825 |
| TRAINING | $2,619 | $0 | $0 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (7 entries)
| DescDesc | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|
| GLENMEDE PRIVATE INVEST FD VIII-B | $70,803 |
| RIVERSIDE CAP APPREC FUND VI | $108,791 |
| SL CAPITAL SOF I LP | $117,630 |
| RCAF VI AIV II, LP | $181 |
| GLENMEDE PRIVATE INVEST FD IX | $726 |
| RENAISSANCE INSTITUTIONAL EQ FD | $93,823 |
| GLENMEDE PRIVATE INVEST FD X | -$154,565 |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | EMPLOYEE FSA WITHHOLDING | Desc |
| BOY Book Value | $1,237 | BOYBookValueAmt |
| EOY Book Value | $846 | EOYBookValueAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | CONSULTING FEES | CategoryTxt |
| Amt | $139,376 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $134,145 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | FEDERAL EXCISE TAX ON INVESTMENT INCOME | CategoryTxt |
| Amt | $44,000 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
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