2018-01-16T10:33:33-07:00 2017-06-30 202486011 LOFTIS GROUP LLC 4811 HARDWARE RD NE STE E-4 ALBUQUERQUE NM 871092023 990 2016-07-01 856009907 SANDIA FOUNDATION SAND 5052422684 6211 SAN MATEO BLVD NE SUITE 100 ALBUQUERQUE NM 87109 RIIS GONZALES PRESIDENT & CEO 5052422684 2018-01-12 true NICK LOFTIS P00546190 5052935009 2018-01-16 200C071EA06788DF86FC2DD95CB7E7C718D184ED D2AE9665C4190E9E9CCE909C46EAAF874339B8DE 2016 2021-01-29 14:40:06Z AMENDED RETURN X RIIS GONZALES 6211 SAN MATEO BLVD NE SUITE 100 ALBUQUERQUE NM 87109 10254138 false X WWW.SANDIAFOUNDATION.ORG X 1948 NM GENERATE INCOME FROM REAL ESTATE AND SECURITIES INVESTMENTS AND DISTRIBUTE FUNDS TO THE FOUNDATION'S BENEFICIARIES. THE DISTRIBUTIONS ARE TO DICKINSON COLLEGE, THE UNIVIERSITY OF NEW MEXICO, AND ALBUQUERQUE CHARITIES PER THE WILL OF HUGH B. WOODWARD. 14 12 4 0 0 0 576192 1566306 2123431 1947423 2699623 3513729 2985000 2983000 0 353061 361715 0 0 355894 413782 3693955 3758497 -994332 -244768 87633167 92048074 5629885 5427443 82003282 86620631 X GENERATE INCOME FROM REAL ESTATE AND SECURITIES INVESTMENTS AND DISTRIBUTE FUNDS TO THE FOUNDATION'S BENEFICIARIES. THE DISTRIBUTIONS ARE TO DICKINSON COLLEGE, THE UNIVIERSITY OF NEW MEXICO, AND ALBUQUERQUE CHARITIES PER THE WILL OF HUGH B. WOODWARD. false false 2983000 2983000 DISTRIBUTIONS TO BE PAID TO THE FOLLOWING BEFICIARIES: DICKINSON COLLEGE - 1,342,350 REGENTS OF THE UNIVERSITY OF NEW MEXICO - 1,342,350 OTHER BENEFICIARIES - 298,300 2983000 true false false false false false false false false false true false false false true true true false false false false false false false false false false true false true false false false false false true false false false false false false false true false false false true 20 0 true 4 true false false false false false false false false false false false false X 14 12 false true false false false false false true true false false true true true true true true true true false NM OK X SANDIA FOUNDATION 5052422684 6211 SAN MATEO NE SUITE 100 ALBUQUERQUE NM 87109 DR BRONTE JONES-BURLEIGH TRUSTEE DICKINSON CO 1.00 40.00 X 2000 283767 28571 JOHN PEROVICH TRUSTEE DIRECTOR 1.00 0.20 X 1500 0 0 VADEN BALES TRUSTEE DIRECTOR 1.00 0.20 X 2000 0 0 BERNARD E BRUMMELL TRUSTEE VICE CHAIRMA 1.00 0.20 X X 2000 0 0 SUZANNE BARKER TRUSTEE CHAIR 1.00 0.20 X X 2000 0 0 CAROL GRAEBNER TRUSTEE DIRECTOR 1.00 0.20 X 2000 0 0 HAROLD W LAVENDER JR TRUSTEE SECRETARY 1.00 0.20 X X 2000 0 0 CHRISTOPHER PACHECO TRUSTEE DIRECTOR 1.00 0.20 X 2000 0 0 ROBERT M DOUGHTY III TRUSTEE UNM REPRESEN 1.00 0.20 X 500 0 0 JAMES G DOBBIE TRUSTEE DIRECTOR 1.00 0.20 X 1500 0 0 ED GARCIA TRUSTEE DIRECTOR 1.00 0.20 X 2000 0 0 CYNTHIA SCHULTZ TRUSTEE DIRECTOR 1.00 0.20 X 1500 0 0 MARK BENAK TRUSTEE DIRECTOR 1.00 0.20 X 2000 0 0 OLIVIA PADILLA-JACKSON TRUSTEE DIRECTOR 1.00 0.20 X 2000 0 0 ROBERT M GOODMAN PRESIDENT&CE 40.00 1.00 X 101483 0 10860 RIIS GONZALES PRESIDENT & 40.00 1.00 X 77218 0 8732 203701 283767 48163 1 false true false 1071886 1071886 15137 15137 2660448 728162 1932286 1932286 1932286 6421667 85000 5922757 89490 498910 -4490 494420 494420 3513729 3513729 2983000 2983000 175451 175451 104821 104821 27193 27193 32232 32232 22018 22018 93128 93128 23072 23072 166253 166253 39344 39344 30682 30682 8322 8322 7530 7530 5556 5556 32956 32956 DUES AND SUBSCRIPTIONS 6739 6739 CONTRIBUTIONS 200 200 3758497 2983000 775497 0 1086396 242302 3632 1399 130337 164773 43833 49748 42227590 3475154 38718950 38752436 44845172 49230898 2653692 3471284 151155 135234 87633167 92048074 135850 152270 2985000 2983000 83302 2391941 2258668 33792 33505 5629885 5427443 X 82003282 86620631 82003282 86620631 87633167 92048074 -244768 4605855 256262 X false true X true false X X 3 DICKINSON COLLEGE 231365954 2 true 1342350 0 UNIVERSITY OF NEW MEXICO 850275408 2 true 1342350 0 ALBUQUERQUE COMMUNITY FOUNDATION 850295444 9 true 298300 0 3 2983000 0 true false false false false false false false false false false false false false false true true true 8124 27646 0 3166655 3010145 3174779 3037791 0 561412 609244 154311 166253 2459056 2262294 46738688 50344841 481298 532146 40705840 39144112 87925826 90021099 0 2476760 2292173 85449066 87728926 1281736 1315934 84167330 86412992 2945857 3024455 0 2945857 3024455 2459056 2090198 2945857 2945857 0 2945857 2985000 0 0 0 0 0 2985000 2985000 2945857 1.000000000000 2945857 0 0 0 205766 205766 0 205766 0 2985000 0 2740091 244909 0 0 244909 0 0 0 244909 PART IV, SECTION D, LINE 3 THE SUPPORTED ORGANIZATIONS, UNIVERSITY OF NEW MEXICO AND DICKINSON COLLEGE, BOTH MAINTAIN AN ADEQUATE RELATIONSHIP WITH SANDIA FOUNDATION AS THE BYLAWS OF SANDIA FOUNDATION DICTATE THAT OF THE AT LEAST 14 BOARD MEMBERS OF SANDIA FOUNDATION, ONE MEMBER SHALL BE A REPRESENTATIVE OF THE UNIVERSITY OF NEW MEXICO AND ONE MEMBER OF THE BOARD OF DIRECTORS SHALL BE A REPRESENTATIVE OF DICKINSON COLLEGE. THESE BOARD MEMBERS HOLD OFFICE FOR TERMS OF FIVE YEARS, HOWEVER, THEIR TERM ENDS CONTEMPORANEOUSLY WITH THE DAT ON WHICH THAT DIRECTOR NO LONGER SERVES AS AN OFFICER OR MEMBER OF THE GOVERNING BOARD OF HIS OR HER EDUCATIONAL INSTITUTION EVEN THOUGH THE TERM, AS A RESULT, MAY BE LESS THAN FIVE YEARS IN LENGTH. HAVING REPRESENTATION ON THE BOARD OF SANDIA FOUNDATION GIVES THEM SIGNIFICANT VOICE IN SANDIA'S INVESTMENT POLICIES AND OTHER USE OF INCOME AND ASSETS. ANNUAL DISTRIBUTIONS ARE DETERMINED BY THE BOARD AND DOCUMENTED IN THE BOARD MINUTES. THE SELECTION OF GRANT RECIPIENTS IS DRIVEN BY THE ARTICLES OF INCORPORATION. THE UNIVERSITY OF NEW MEXICO, DICKINSON COLLEGE, AND VARIOUS ALBUQUERQUE CHARITIES THROUGH THE ALBUQUERQUE COMMUNITY FOUNDATION ARE THE DESIGNATED GRANT RECIPIENTS IN THE ARTICLES OF INCORPORATION. CURRENTLY THEY RECEIVED 45%, 45%, AND 10% RESPECTIVELY. 25129308 25129308 16961573 3365604 13595969 136709 109550 27159 38752436 SECURITY DEPOSITS 33505 33505 X 8847746 4605855 728162 5334017 3513729 3513729 4230397 728162 728162 3502235 256262 256262 3758497 SCHEDULE D, PAGE 3, PART X MANAGEMENT HAS ANALYZED THE TAX POSITIONS TAKEN BY THE FOUNDATION AND HAS CONCLUDED THAT AS OF JUNE 30, 2017, THERE ARE NO UNCERTAIN POSITIONS TAKEN OR EXPECTED TO BE TAKEN THAT WOULD REQUIRED RECOGNITION OF A LIABILITY (OR ASSET) OR DISCLOSURE IN THE FINANCIAL STATEMENTS. THE FOUNDATION IS SUBJECT TO ROUTINE AUDITS BY TAXING JURISDICTIONS; HOWEVER, THERE ARE CURRENTLY NO AUDITS FOR ANY PERIODS IN PROGRESS. MANAGEMENT BELIEVES IT IS NO LONGER SUBJECT TO INCOME TAX EXAMINATIONS FOR TAX YEARS ENDED PRIOR TO 2014. SCHEDULE D, PAGE 4, PART XI, LINE 2D REAL ESTATE EXPENSES DEDUCTED FROM REVENUE 728,162 SCHEDULE D, PAGE 4, PART XII, LINE 2D REAL ESTATE EXPENSES DEDUCTED FROM REVENUE 728,162 SCHEDULE D, PAGE 4, PART XII, LINE 4B BOOK / TAX DEPRECIATION DIFFERENCE 256,262 true DICKINSON COLLEGE 28 N COLLEGE ST CARLISLE PA 17013 231365954 501C3 1342350 FINANCIAL AID UNIVERSITY OF NEW MEXICO 1700 LOMAS BLVD NE ALBUQUERQUE NM 87106 856000642 501C3 1342350 ADD TO ENDOWMENT ALBUQUERQUE COMMUNITY FOUNDATION 3301 MENAUL BLVD NE STE 2 ALBUQUERQUE NM 87107 850295444 501C3 298300 GRANTS TO CHARITIES 3 SCHEDULE I, PAGE 1, PART I, LINE 2 THE DETERMINATION OF THE TOTAL GRANT AMOUNT FOR THE YEAR IS DETERMINED BY THE BOARD AND DOCUMENTED IN THE BOARD MINUTES. THE UNIVERSITY OF NEW MEXICO, DICKINSON COLLEGE, AND ALBUQUERQUE COMMUNITY FOUNDATION ARE THE DESIGNATED GRANT RECIPIENTS IN THE ARTICLES OF INCORPORATION. THE PERCENTAGE OF THE TOTAL GRANT FOR THE YEAR TO BE GIVEN TO THESE ORGANIZATIONS IS PER THE WILL OF HUGH WOODWARD. ALBUQUERQUE COMMUNITY FOUNDATION (ACF) DISTRIBUTES ITS GRANT MONEY TO ALBUQUERQUE CHARITIES. ACF COLLECTS GRANT PROPOSALS AND REVIEWS THEM TO DETERMINE IF THE GRANTEE QUALIFIES. THE QUALIFYING PROPOSALS ARE PRESENTED TO THE BOARD OF SANDIA FOUNDATION. THE BOARD REVIEWS THE PROPOSALS AND SELECTS THE RECIPIENTS. THE SELECTION OF THE RECIPIENTS IS DOCUMENTED IN THE BOARD MINUTES. ACF MAKES THE GRANTS TO THE SELECTED CHARITIES. X X X X false false false false false false false false false DR BRONTE JONES-BURLEIGH TRUSTEE DICKINSON COLLEGE RE 2000 283767 28571 2000 312338 GARCIA AUTO GROUP TRUSTEE 85000 SALE OF LAND false FORM 990, PAGE 1, ITEM B TWO FORM 8865 ATTACHMENTS WERE INADVERTENTLY NOT ATTACHED TO THE INITIAL FILING. FORM 990 - ORGANIZATION'S MISSION GENERATE INCOME FROM REAL ESTATE AND SECURITIES INVESTMENTS AND DISTRIBUTE FUNDS TO THE FOUNDATION'S BENEFICIARIES. THE DISTRIBUTIONS ARE TO DICKINSON COLLEGE, THE UNIVIERSITY OF NEW MEXICO, AND ALBUQUERQUE CHARITIES PER THE WILL OF HUGH B. WOODWARD. FORM 990, PART III LIST OF SPECIFIC DONATIONS MADE VIA ALBUQUERQUE COMMUITY FOUNDATION DURING THE YEAR ENDED JUNE 30, 2017: ACCION 5,000 ALBUQUERQUE OASIS 7,500 APS TITLE I HOMELESS PROJECT 10,000 BOYS & GIRLS CLUB OF CENTRAL NM 5,000 CATHOLIC CHARITIES 7,500 CNM FOUNDATION 10,000 MANZANO DAY SCHOOL 5,000 MENAUL SCHOOL 5,000 NATIONAL DANCE INSTITUTE 10,000 NM PHILHARMONIC 7,000 NM SOCCER FOUNDATION 5,000 PROSPERITY WORKS 5,000 WESST 10,000 WORKING CLASSROOM 10,000 ALBUQUERQUE HEALTHCARE FOR THE HOMELESS 10,000 ARCA 7,000 CASA ESPERANZA 5,000 CHILDREN'S GRIEF CENTER 10,000 NM APPLESEED 5,000 NM HEART INSTITUTE FOUNDATION 5,000 NM FOUNDATION FOR DENTAL HEALTH 10,000 PLANNED PARENTHOOD OF THE ROCKY MOUNTAINS 5,000 PRESBYTERIAN EAR INSTITUTE 5,000 RIO GRANDE FOOD PROJECT 7,000 RONALD MCDONALD HOUSE 5,000 SUPPORTIVE HOUSING COALITION 10,000 THE STOREHOUSE 10,000 ASSISTANCE LEAGUE 5,000 BARRETT HOUSE 10,000 CLN KIDS 3,000 CROSSROADS FOR WOMEN 6,000 ENLACE COMUNITARIO 6,300 NEW DAY YOUTH AND FAMILY SERVICES 10,000 NM CENTER ON LAW AND POVERTY 7,500 NM CHILD ADVOCACY NETWORKS 7,000 NM LEGAL AID 10,000 PEGASUS LEGAL SERVICES FOR CHILDREN 9,000 ST. MARTIN'S HOSPITALITY 7,500 THE ROCK AT NOON DAY 5,000 ALBUQUERQUE COMMUNITY FOUNDATION 16,000 TOTAL 298,300 FORM 990, PAGE 6, PART VI, LINE 3 THE ORGANIZING DOCUMENTS FOR THE FOUNDATION REQUIRE THAT 10% OF THEIR ANNUAL DISTRIBUTION BE PAID TO ALBUQUERQUE CHARITIES. THE FOUNDATION HAS HIRED THE ALBUQUERQUE COMMUNITY FOUNDATION (ACF) TO OVERSEE THIS EFFORT. ACF RECEIVES AND REVIEWS GRANT APPLICATIONS FROM ALBUQUERQUE CHARITIES AND PRESENTS THOSE THAT ACF BELIEVES TO BE WORTHY RECIPIENTS TO THE SANDIA FOUNDATION BOARD. THE BOARD THEN SELECTS THE ACTUAL RECIPIENTS FROM THE RECOMMENDATIONS PRESENTED BY ACF AND DETERMINES THE AMOUNT TO BE GIVEN TO EACH OF THE SELECTED ORGANIZATIONS. ACF THEN HANDLES THE ACTUAL DISTRIBUTION OF THE GRANTS TO THE INDIVIDUAL ORGANIZATIONS AND MONITORS THE RECIPIENTS TO INSURE THAT THE GRANTS ARE USED FOR THE PURPOSE THEY WERE GIVEN. FORM 990, PAGE 6, PART VI, LINE 11B THE FORM 990 IS REVIEWED IN DETAIL BY THE FOUNDATION'S CEO/PRESIDENT AND FINANCE DIRECTOR. A COPY OF THE FORM 990 IS THEN GIVEN TO EACH TRUSTEE FOR REVIEW. FORM 990, PAGE 6, PART VI, LINE 12C THE BOARD AND STAFF ARE REQUIRED TO READ AND SIGN A CONFLICT OF INTEREST STATEMENT ANNUALLY. THEY MUST IDENTIFY ANY POTENTIAL CONFLICTS OF INTEREST OF WHICH THEY ARE AWARE AT THAT TIME AND ACKNOWLEDGE THAT THEY ARE RESPONSIBLE TO IMMEDIATELY IDENTIFY ANY CONFLICT THAT COMES UP SUBSEQUENT TO THAT. FORM 990, PAGE 6, PART VI, LINE 15A THE BOARD REVIEWS THE CEO/PRESIDENT'S PERFORMANCE FOR THE YEAR AND DETERMINES WHETHER IT WAS SATISFACTORY AND IF THE CEO/PRESIDENT IS DESERVING OF AN INCREASE IN COMPENSATION. THE BOARD REVIEWS COMPENSATION FOR SIMILAR ORGANIZATIONS AND POSITIONS WITH SIMILAR RESPONSIBILITIES TO DETERMINE THE APPROPRIATE COMPENSATION. THE DECISION TO INCREASE COMPENSATION IS RECORDED IN THE MINUTES. THERE IS NO DOCUMENTATION OF THE DISCUSSION AND FACTORS CONSIDERED IN THE MINUTES. FORM 990, PAGE 6, PART VI, LINE 15B THE BOARD DOES NOT CURRENTLY COMPENSATE OTHER OFFICERS OR KEY EMPLOYEES. FORM 990, PAGE 6, PART VI, LINE 19 POLICIES AND AUDITED FINANCIAL STATEMENTS ARE AVAIALABLE UPON REQUEST. FORM 990, PART XI, LINE 9 INVESTMENT DEPRECIATION 256,262 REGENTS OF THE UNIVERSITY OF NM 700 LOMAS NE TWO WOODWARD CENTER ALBUQUERQUE NM 87102 850275408 SCHOOL NM 501C3 2 N/A false DICKINSON COLLEGE PO BOX 1773 CARLISLE PA 170132896 231365954 SCHOOL NM 501C3 2 N/A false ALBUQUERQUE COMMUNITY FOUNDATION 3301 MENAUL BLVD NE STE 2 ALBUQUERQUE NM 87107 850295444 CHARITIES NM 501C3 7 N/A false THE DOROTHY WOODWARD MEMORIAL 6211 SAN MATEO NE STE 100 ALBUQUERQUE NM 87109 856061229 SUPP ORG NM 501C3 PF N/A false false true false false false false false false false true false false false false true false false false false REGENTS OF THE UNIVERSITY OF NM B 1342350 CURRENT YR GRANT BY BOARD DICKINSON COLLEGE B 1342350 CURRENT YR GRANT BY BOARD ALBUQUERQUE COMMUNITY FOUNDATION B 298300 CURRENT YR GRANT BY BOARD UNIVERSITY OF NEW MEXICO J 140610 AMTS RCVD ON LEASE AGRMNT SCHEDULE R SANDIA FOUNDATION IS THE TRUSTEE FOR THE DOROTHY WOODWARD MEMORIAL. THE TWO ORGANIZATIONS SHARE THE SAME BOARD OF TRUSTEES. THE STAFF OF SANDIA FOUNDATION DOES THE BOOKKEEPING FOR THE DOROTHY WOODWARD MEMORIAL. THE TIME SPENT ON ACTIVITIES FOR THE DOROTHY WOODWARD MEMORIAL IS MINIMAL, SO NO EXPENSES ARE ALLOCATED TO THE MEMORIAL. SANDIA FOUNDATION PAYS ALBUQUERQUE COMMUNITY FOUNDATION A SAMLL FEE FOR THEIR WORK IN COLLECTING, EVALUATING, AND OVERSEEING GRANT REQUESTS.