THORNBURG FOUNDATION: Form 990PF, tax year 2016
View the entire original 990 at ProPublica ↗
- Organization
- THORNBURG FOUNDATION (EIN 85-0457010)
- Tax period
- 2016-01-01 to 2016-12-31
- Filed
- 2017-11-15
- IRS object ID
- 201743199349101759
- Schema version
- 2016v3.0
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- Accounting Fees Schedule
- Depreciation Schedule
- Investments Other Schedule2
- Land Etc Schedule2
- Legal Fees Schedule
- Other Assets Schedule
- Other Expenses Schedule
- Other Liabilities Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2017-11-15T11:24:29-06:00 | ReturnTs |
| Tax Period End | 2016-12-31 | 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 | 2016-01-01 | 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 | 2017-11-15 | 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 | 2017-11-14 | 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 | 2017-11-15 | IPDt |
| IP Tm | 11:23:15 | IPTm |
| IP Timezone | MS | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | DA39A3EE5E6B4B0D3255BFEF95601890AFD80709 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | 14E56A337541C142A2FA9C800FD2666FF0D5DDA6 | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2016 | TaxYr |
| Build TS | 2018-03-14 21:41:22Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $107,745,626 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $0 | ContriRcvdRevAndExpnssAmt |
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Dividends Rev And Expnss | $2,331,504 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $2,331,504 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $2,513,101 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $23,273,325 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $2,575,622 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Net Invst Incm | $220,574 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $4,844,605 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $5,127,700 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $181,250 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $145,000 | CompOfcrDirTrstDsbrsChrtblAmt |
| Oth Empl Slrs Wgs Rev And Expnss | $342,023 | OthEmplSlrsWgsRevAndExpnssAmt |
| Oth Empl Slrs Wgs Net Invst Incm | $0 | OthEmplSlrsWgsNetInvstIncmAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $309,210 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Pension Empl Bnft Rev And Expnss | $88,415 | PensionEmplBnftRevAndExpnssAmt |
| Pension Empl Bnft Net Invst Incm | $0 | PensionEmplBnftNetInvstIncmAmt |
| Pension Empl Bnft Dsbrs Chrtbl | $76,021 | PensionEmplBnftDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $915 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $0 | LegalFeesNetInvstIncmAmt |
| Legal Fees Dsbrs Chrtbl | $0 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $26,608 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $3,328 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $100,556 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $0 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $100,556 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $33,000 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $0 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Deprec And Dpltn Rev And Expnss | $3,109 | DeprecAndDpltnRevAndExpnssAmt |
| Deprec And Dpltn Net Invst Incm | $0 | DeprecAndDpltnNetInvstIncmAmt |
| Occupancy Rev And Expnss | $1,960 | OccupancyRevAndExpnssAmt |
| Occupancy Net Invst Incm | $0 | OccupancyNetInvstIncmAmt |
| Occupancy Dsbrs Chrtbl | $1,764 | OccupancyDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $23,443 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Net Invst Incm | $0 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $20,145 | TravConfMeetingDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $138,918 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $43,238 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $79,380 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $940,197 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $43,238 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $735,404 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $4,129,844 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $4,129,844 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $5,070,041 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $43,238 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $4,865,248 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$225,436 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $5,084,462 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $496,209 | CashBOYAmt |
| Cash EOY | $772,823 | CashEOYAmt |
| Cash EOYFMV | $772,823 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $56,764 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $58,884 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $58,884 | SavAndTempCashInvstEOYFMVAmt |
| Other Investments BOY | $102,318,242 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $101,809,137 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $106,897,658 | OtherInvestmentsEOYFMVAmt |
| Land Bldg Equip Cost Or Other Bss | $15,757 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $9,765 | LandBldgEquipAccumDeprecAmt |
| Land BOY | $9,101 | LandBOYAmt |
| Land EOY | $5,992 | LandEOYAmt |
| Land EOYFMV | $5,992 | LandEOYFMVAmt |
| Other Assets BOY | $2,311 | OtherAssetsBOYAmt |
| Other Assets EOY | $10,269 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $10,269 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $102,882,627 | TotalAssetsBOYAmt |
| Total Assets EOY | $102,657,105 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $107,745,626 | TotalAssetsEOYFMVAmt |
| Other Liabilities BOY | $886 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $800 | OtherLiabilitiesEOYAmt |
| Total Liabilities BOY | $886 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $800 | 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 | $102,881,741 | RetainedEarningBOYAmt |
| Retained Earning EOY | $102,656,305 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $102,881,741 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $102,656,305 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $102,882,627 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $102,657,105 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $102,881,741 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$225,436 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $102,656,305 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $102,656,305 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (10 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | How AcquiredHowAcquiredCd |
|---|---|---|---|---|---|---|---|
| THORNBURG INT'L GROWTH | 2013-11-07 | 2016-07-19 | $927,000 | $905,600 | $21,400 | $21,400 | |
| THORNBURG LTD TERM INC | 2016-07-19 | 2016-08-31 | $500,000 | $498,854 | $1,146 | $1,146 | |
| THORNBURG LTD TERM INC | 2016-07-19 | 2016-10-25 | $1,000,000 | $999,185 | $815 | $815 | |
| THORNBURG LTD TERM INC | 2016-07-19 | 2016-12-12 | $500,000 | $505,964 | -$5,964 | -$5,964 | |
| THORNBURG VALUE FUND | 2013-12-31 | 2016-07-19 | $2,701,000 | $2,201,645 | $499,355 | $499,355 | |
| THORNBURG GLOBAL OPPS FUND | 2012-12-31 | 2016-07-19 | $3,470,000 | $2,658,332 | $811,668 | $811,668 | |
| THORNBURG CORE GROWTH FUND | 2013-12-31 | 2016-07-19 | $3,692,000 | $3,152,390 | $539,610 | $539,610 | |
| CHARLES SCHWAB & CO INC | 2010-11-01 | 2016-12-27 | $519,849 | $399,637 | $120,212 | $120,212 | |
| LIBERTY SPECIAL STRATEGY | 2013-04-26 | 2016-08-05 | $9,779,320 | $9,376,096 | $403,224 | $403,224 | |
| Capital Gains Dividends | $184,156 | $184,156 | $184,156 | P |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $2,575,622 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $6,012,486 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $107,893,121 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.055726 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $4,340,225 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $105,547,564 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.041121 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $1,881,908 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $89,636,712 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.020995 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $1,688,245 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $37,193,794 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.045391 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $1,129,220 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $24,736,726 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.045650 | DistributionYr5Rt |
| Total Distribution | 0.208883 | TotalDistributionRt |
| Average Distribution | 0.041777 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $105,475,135 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $4,406,435 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $50,845 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $4,457,280 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $4,865,248 | 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 | $50,845 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $50,845 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $50,845 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $69,679 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $69,679 | TotalPaymentsAndCreditsAmt |
| Overpayment | $18,834 | OverpaymentAmt |
| Applied To ES Tax | $18,834 | 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 |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (7 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 | 1.00 | $0 | $0 | $0 |
| Lloyd J Thornburg | ||||||||
| 2300 N RIDGETOP RD | Santa Fe | NM | 87506 | Director | 1.00 | $0 | $0 | $0 |
| SHAWN LEE | ||||||||
| 2300 N RIDGETOP RD | Santa Fe | NM | 87506 | SECRETARY | 1.00 | $0 | $0 | $0 |
| KEVIN HANSEN | ||||||||
| 2300 N RIDGETOP RD | Santa Fe | NM | 87506 | TREASURER | 3.00 | $0 | $0 | $0 |
| Catherine Oppenheimer | ||||||||
| 2300 N RIDGETOP RD | Santa Fe | NM | 87506 | Vice President | 1.00 | $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 | $181,250 | $10,189 | $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 | $107,454 | $11,638 | $0 |
| CARMEN J LOPEZ | ||||||||
| 2300 N RIDGETOP RD | SANTA FE | NM | 87506 | POLICY OFFICER | 40.00 | $84,867 | $14,962 | $0 |
| MICAELA M FISCHER | ||||||||
| 2300 N RIDGETOP RD | SANTA FE | NM | 87506 | POLICY OFFICER | 40.00 | $84,075 | $5,941 | $0 |
| LESLIE GARCIA | ||||||||
| 2300 N RIDGETOP RD | SANTA FE | NM | 87506 | ADMIN DIRECTOR | 40.00 | $65,628 | $12,069 | $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 | MARTIN CONSULTING GROUP INC | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 7337 MANCHACA RD | AddressLine1Txt |
| City | AUSTIN | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 78745 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Service Type | CONSULTING | ServiceTypeTxt |
| Compensation | $54,575 | 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 | $92,482,400 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $832,153 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $13,766,802 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $107,081,355 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $107,081,355 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $1,606,220 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $105,475,135 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $5,273,757 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $5,273,757 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $50,845 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $50,845 | TotalTaxAmt |
| Distributable Before Adj | $5,222,912 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $5,222,912 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $5,222,912 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $4,865,248 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $4,865,248 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $50,845 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $4,814,403 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $5,222,912 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $2,201,579 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $4,865,248 | QualifyingDistributionsAmt |
| Applied To Year1 | $2,201,579 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $2,663,669 | 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 | $2,559,243 | 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 (86 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| ABA FUND FOR JUSTICE AND EDUCATION | |||||||
| 222 E VAN BUREN AVE STE 300 | HARLINGEN | TX | 78550 | None | PC | OPERATING SUPPORT | $25,000 |
| Adaptive Sports Program | |||||||
| 1595 Camino La Canada | Santa Fe | NM | 87501 | None | PC | OPERATING SUPPORT | $2,500 |
| American Civil Liberties Union of New Mexico Foundation | |||||||
| PO Box 566 | Albuquerque | NM | 87103 | None | PC | OPERATING SUPPORT | $25,000 |
| AUDUBON NEW MEXICO | |||||||
| PO BOX 9314 | SAnta Fe | NM | 87504 | None | PC | RESEARCH WATER LEASING | $40,000 |
| BERNALILLO COUNTY | |||||||
| 111 UNION SQUARE ST SE 204 | Albuquerque | NM | 87102 | NONE | PC | PROJECT GROW THE GROWERS | $37,100 |
| Big Brothers Big Sisters of Northern NM | |||||||
| 1229 S St Francis Dr Ste C | Santa Fe | NM | 87505 | None | PC | OPERATING SUPPORT | $5,000 |
| CAMPAIGN LEGAL CENTER | |||||||
| 215 E ST NE | WAshington | DC | 20002 | None | PC | RESEARCH BEST GOOD GOVERNMENT POLICY PRACTICES | $50,000 |
| Central New Mexico Community College Foundation Inc | |||||||
| 525 Buena Vista Drive SE | Albuquerque | NM | 87106 | None | PC | BUILD A MENTOR NETWORK TO IMPROVE PRACTICUM EXPERIENCES FOR EARLY CHILDHOOD EDUCATION STUDENTS | $177,110 |
| CHILDREN'S GRIEF CENTER | |||||||
| 3001 TRELLIS DR NW | ALBUquerque | NM | 87107 | NONE | PC | OPERATING SUPPORT | $2,500 |
| COMMITTEE FOR ECONOMIC DEVELOPMENT | |||||||
| 2000 L ST NW STE 700 | Washington | DC | 20036 | NONE | PC | PUBLIC EDUCATION: BUSINESS CASE FOR GOOD GOVERNMENT REFORM | $85,000 |
| Common Cause Education Fund | |||||||
| 1133 19th Street NW 9th Floor | Washington | DC | 200361722 | None | PC | RESEARCH & PUBLIC AWARENESS OF THE IMPACT OF MONEY IN POLITICS IN NEW MEXICO | $265,000 |
| COMMUNITIES IN SCHOOLS OF NM AT SANTA FE | |||||||
| PO BOX 367 | SANTA FE | NM | 87504 | None | PC | OPERATING SUPPORT | $2,500 |
| COMMUNITY PARTNERSHIP FOR CHILDREN | |||||||
| PO BOX 1543 | SILVER CITY | NM | 88062 | NONE | PC | SHARED SERVICES SUBSTITUTE POOL | $30,000 |
| CREATIVE SANTA FE | |||||||
| PO BOX 2388 | SANta Fe | NM | 87504 | NONE | PC | OPERATING SUPPORT | $15,000 |
| Creativity For Peace Inc | |||||||
| 369 Montezuma Avenue 566 | Santa Fe | NM | 87501 | None | PC | OPERATING SUPPORT | $2,000 |
| ESPERANZA SHELTER FOR BATTERED FAMILIES | |||||||
| 618 B PASEO DE PERALTA | SANTA Fe | NM | 87501 | None | PC | OPERATING SUPPORT | $5,000 |
| Food Depot | |||||||
| 1222 Siler RD | Santa Fe | NM | 87507 | None | PC | OPERATING SUPPORT | $10,000 |
| FRIENDS OF FONDATION DE FRANCE | |||||||
| 275 MADISON AVE FL 6 | NEw York | NY | 10016 | None | PC | PROJECT SUPPORT | $25,000 |
| Gerard's House | |||||||
| PO Box 28693 | Santa Fe | NM | 87592 | None | PC | OPERATING SUPPORT | $2,500 |
| GOOD JOBS FIRST | |||||||
| 1616 P ST NW STE 210 | WAshington | DC | 20036 | None | PC | TAX EXPENDITURE RESEARCH | $50,000 |
| HEALTH ACTION NEW MEXICO | |||||||
| 3700 OSUAN RE NE STE 504 | Albuquerque | NM | 87109 | NONE | PC | HEALTHY FOOD EDUCATIONAL EVENT | $2,500 |
| HEALTH LEADERSHIP HIGH SCHOOL | |||||||
| 1900 RANDOLPH RD SE | Albuquerque | NM | 87106 | None | PC | EARLY CHILDHOOD EDUCATION PROJECT | $50,000 |
| HOLISTIC MANAGEMENT INTERNATIONAL | |||||||
| 5941 JEFFERSON ST NE STE B | Albuquerque | NM | 87109 | None | PC | HOLD PUBLIC EDUCATION/TRAINING EVENTS | $52,023 |
| INSTITUTE OF AMERICAN ACUPUNCTURE & LIFE MEDICINE | |||||||
| 443 N New Ballas Rd Suite 224 | St Louis | MO | 63141 | None | PC | OPERATING SUPPORT | $5,000 |
| Interfaith Community Shelter | |||||||
| PO Box 22653 | Santa Fe | NM | 87502 | None | PC | OPERATING SUPPORT | $15,000 |
| KBFUSAMERICAN FRIENDS OF INSTITUTE CURIE | |||||||
| 10 ROCKERFELLER PLAZA 16TH FL | NEw York | NY | 10020 | None | PC | OPERATING SUPPORT | $50,000 |
| Kitchen Angels | |||||||
| 1222 Siler RD | Santa Fe | NM | 87507 | 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 |
| 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 | 02554 | None | PC | OPERATING SUPPORT | $1,000 |
| MAY CENTER FOR LEARNING | |||||||
| 2019 GALISTEO BLDG B | SANta Fe | NM | 87505 | None | PC | OPERATING SUPPORT | $5,000 |
| Medecins Sans Frontieres | |||||||
| 333 Seventh Avenue 2nd Floor | New York | NY | 10001 | None | PC | OPERATING SUPPORT | $5,000 |
| MID REGION COUNCIL OF GOVERNMENT | |||||||
| 809 COPPER AVE NW | ALBUquerque | NM | 87102 | None | PC | LANDLINK PROGRAM SUPPORT | $75,400 |
| Military Religious Freedom | |||||||
| 13170-B Central Avenue SE | Albuquerque | NM | 87123 | None | PC | OPERATING SUPPORT | $15,000 |
| Nantucket Historical Association | |||||||
| PO Box 1016 | Nantucket | MA | 02554 | None | PC | OPERATING SUPPORT | $5,000 |
| National Dance Institute | |||||||
| 1140 Alto Street | Santa Fe | NM | 87501 | None | PC | OPERATING SUPPORT | $150,000 |
| NAT'L INSTITUTE ON MONEY IN STATE POLITICS | |||||||
| 833 N LAST CHANCE GULTCH | HELENA | MT | 59601 | None | PC | GOOD GOV'T REFORM PUBLIC EDUCATION | $40,650 |
| NEW MEXICO BUSINESS ROUNTABLE | |||||||
| 12231 ACADEMY RD NE STE 301 BOX 147 | ALbuquerque | NM | 87111 | none | PC | PUBLIC EDUCATION EVENT SPONSOR | $2,500 |
| NEW MEXICO COMMUNITY FOUNDATION | |||||||
| 135 W PALACE AVE 301 | SAnta Fe | NM | 87501 | none | pc | TRANSPARENCY IN GOV'T ETHICS; PUBLIC EDUCATION | $257,402 |
| NEW MEXICO ENVIRONMENTAL LAW CENTER | |||||||
| 1405 LUISA ST STE 5 | SAnta Fe | NM | 87505 | NONE | PC | OPERATING SUPPORT | $10,000 |
| NEW MEXICO FARMERS MARKETING | |||||||
| 1219 LUISA ST STE 1 | SANTA Fe | NM | 87505 | None | PC | PUBLIC EDUCATION: DOUBLE UP BUCKS PROGRAM | $160,000 |
| NEW MEXICO FIRST | |||||||
| PO BOX 56549 | ALBuquerque | NM | 87187 | None | PC | STAKEHOLDER ENGAGEMENT ON STATE AGRICULTURE PLAN | $163,000 |
| NEW MEXICO IN DEPTH | |||||||
| 6937 MERLOT DR NE | RIO RANCHO | NM | 87144 | None | PC | PROJECT SUPPORT FOR TRANSPARENCY PORTAL | $145,000 |
| NEW MEXICO SCHOOL FOR THE ARTS - AI | |||||||
| 275 E ALAMEDA | SANTA FE | NM | 87501 | NONE | PC | OPERATING SUPPORT | $200,000 |
| NEW MEXICO STATE UNIVERSITY | |||||||
| PO BOX 30002 | LAS CRUCES | NM | 88003 | None | PC | RESEARCH PROJECTS: EARLY CHILDHOOD EDUCATION, FOOD & AGRICULTURE STATE PLAN | $240,638 |
| NEW VENTURE FUND | |||||||
| 1201 CONNECTICUT AVE NW ST 300 | WASHington | DC | 20036 | None | PC | GOOD GOVERNMENT REFORM PUBLIC EDUCATION | $7,668 |
| New World Symphony | |||||||
| 500 17 Street | Miami Beach | FL | 33139 | None | PC | OPERATING SUPPORT | $5,000 |
| NHCC FOUNDATION | |||||||
| 1701 4TH ST SW | Albuquerque | NM | 87102 | None | PC | EVENT SPONSORSHIP | $5,000 |
| NM ASSOC FOR THE EDUCATION OF YOUNG CHILDREN | |||||||
| 2201 BUENA VISTA SE STE 424 | Albuquerque | NM | 87106 | None | PC | EVALUATION OF PAY INCENTIVE FOR CHILDCARE WORKERS | $2,915 |
| NM FARM & LIVESTOCK BUREAU FOUNDATION | |||||||
| 2220 N TELSHOR BLVD | LAS CRUCES | NM | 88011 | NONE | PC | EVENT SPONSORSHIP | $5,000 |
| NM FOUNDATION FOR OPEN GOVERNMENT | |||||||
| 115 GOLD AVE SW | Albuquerque | NM | 87102 | None | PC | OPERATING AND PROGRAM SUPPORT | $30,000 |
| NM SOCIETY OF PROFESSIONAL JOURNALISTS | |||||||
| 729 VALVERDE DR SE | ALbuquerque | NM | 87108 | None | PC | EVENT SPONSORSHIP | $2,500 |
| Oceana Inc | |||||||
| 1350 Connecticut Ave NW 5th Floor | Washington | DC | 200361722 | None | PC | OPERATING SUPPORT | $5,000 |
| OLE EDUCATION FUND | |||||||
| 411 BELLAMAH AVE NW | Albuquerque | NM | 87102 | None | PC | PUBLIC EDUCATION ON PUBLIC FINANCING | $25,000 |
| PARTNERSHIP FOR COMMUNITY ACTION | |||||||
| 722 ISLETA BLVD SW | Albuquerque | NM | 87105 | None | PC | COMMUNITY BASED RESEARCH ON HOME BASED EARLY CHILDHOOD EDUCATION PROVIDERS | $25,000 |
| PARTNERSHIP FOR RESPONSIBLE BUSINESS | |||||||
| PO BOX 1821 | Santa Fe | NM | 87504 | None | PC | PUBLIC EDUCATION: GOOD GOVERNMENT REFORM | $17,500 |
| PB&J FAMILY SERVICES | |||||||
| 1101 LOPEZ RD SW | Albuquerque | NM | 87105 | None | PC | EVENT SPONSOR | $600 |
| Planned Parenthood Federation of America Inc | |||||||
| 434 West 33rd St | New York | NY | 10001 | None | PC | OPERATING SUPPORT - INTERNATIONAL | $25,000 |
| Proteus Fund | |||||||
| 15 Research Drive Suite B | Amherst | MA | 01002 | None | PC | PUBLIC EDUCATION: GOOD GOVERNMENT REFORM | $25,000 |
| REEL FATHERS | |||||||
| 6 TORNEO CT | SANTa Fe | NM | 87508 | None | PC | OPERATING SUPPORT | $2,500 |
| RETHINK MEDIA | |||||||
| 2039 SHATTUCK AVE STE 401 | BERKELEY | CA | 94704 | None | PC | PUBLIC EDUCATION: GOOD GOVERNMENT REFORM | $1,806 |
| SANTA FE COMMUNITY COLLEGE FOUNDATION | |||||||
| 6401 RICHARDS AVE 111 | SAnta Fe | NM | 87508 | None | PC | PROJECT SUPPORT:EARLY CHILDHOOD EDUCATION | $125,000 |
| SANTA FE COMMUNITY FOUNDATION | |||||||
| PO BOX 1827 | SAnta Fe | NM | 87504 | None | PC | PROJECT SUPPORT: EARLY CHILDHOOD EDUCATION | $80,800 |
| Santa Fe Preparatory School | |||||||
| 1101 Camino de La Cruz Blanca | Santa Fe | NM | 87505 | None | PC | OPERATING SUPPORT | $26,300 |
| School Year Abroad | |||||||
| 439 South Union Street | Lawrence | MA | 01843 | None | PC | OPERATING SUPPORT | $5,000 |
| Shattuck - St Mary's School | |||||||
| PO Box 218 | Faribault | MN | 55021 | None | PC | OPERATING SUPPORT | $25,000 |
| Solace Crisis Treatment Center | |||||||
| 6601 Valentine Way | Santa Fe | NM | 87507 | None | PC | OPERATING SUPPORT | $5,000 |
| ST ELIZABETH'S SHELTER | |||||||
| 804 ALARID | Santa Fe | NM | 87505 | None | PC | OPERATING SUPPORT | $5,000 |
| St John's College | |||||||
| 1101 Camino de La Cruz Blanca | Santa Fe | NM | 87505 | None | PC | OPERATING SUPPORT | $20,000 |
| TEAM RUBICON INC | |||||||
| 6171 CENTURY BLVD 310 | LOS ANGELES | CA | 90045 | None | PC | OPERATING SUPPORT | $10,000 |
| THE BIODYNAMIC ASSOCIATION | |||||||
| 1661 N WATER ST STE 307 | MILWAUKEE | WI | 53202 | None | PC | EVENT SPONSORSHIP | $5,000 |
| THE HEADSTRONG PROJECT | |||||||
| 655 MADISON AVE FL 18 | NEW York | NY | 10065 | None | PC | OPERATING SUPPORT | $10,000 |
| THE PRAIRIE ENTHUSIASTS | |||||||
| PO BOX 824 / 110 S MAIN ST | VIROQUA | WI | 54665 | None | PC | OPERATING SUPPORT | $25,000 |
| THE QUIVIRA COALITION | |||||||
| 1413 2ND ST STE 1 | SANta Fe | NM | 87505 | None | PC | EVENT SPONSORSHIP | $10,000 |
| The Roadrunner Food Bank | |||||||
| 5840 Office Blvd NE | Albuquerque | NM | 87109 | None | PC | OPERATING SUPPORT | $10,000 |
| The University of Texas FoundationMD Anderson Cancer Center | |||||||
| 111 Congress Avenue Suite 40 | Austin | TX | 78701 | None | PC | RESEARCH ON CAUSES, TREATMENTS AND PREVENTION OF CANCER | $200,000 |
| Think New Mexico | |||||||
| 1227 Paseo De Peralta | Santa Fe | NM | 875012758 | None | PC | OPERATING SUPPORT | $25,000 |
| United Way of Santa Fe CountyNM Early Childhood Development Partnership | |||||||
| 440 Cerrillos Rd Suite A | Santa Fe | NM | 87501 | None | PC | SUPPORT PUBLIC EDUCATION AND RESEARCH REGARDING EARLY CHILDHOOD EDUCATION IN NEW MEXICO | $198,051 |
| UNIVERSITY OF NEW MEXICO | |||||||
| 1 UNIVERSITY OF NEW MEXICO | Albuquerque | NM | 87131 | None | PC | RESEARCH PROJECTS: EARLY CHILDHOOD EDUCATION, GOOD GOVERNMENT REFORM AND FOOD & AGRICULTURE | $219,031 |
| WE ARE PEOPLE HERE | |||||||
| PO BOX 421 | SANta Fe | NM | 87504 | None | PC | OPERATING SUPPORT | $1,000 |
| WESTERN LANDOWNERS ALLIANCE | |||||||
| 3 CALIENTE ROAD 5 | SANta Fe | NM | 87505 | None | PC | ADVANCE RESEARCH PRACTICES THAT SUSTAIN WORKING LANDS | $251,900 |
| WESTERN NEW MEXICO UNIVERSITY | |||||||
| PO BOX 680 | SILVER CITY | NM | 88062 | None | PC | SUPPORT EARLY CHILDHOOD PROGRAMS | $75,000 |
| Williams College | |||||||
| 75 Park Street | Williamstown | MA | 01267 | None | PC | OPERATING SUPPORT | $25,000 |
| YOUTH DEVELOPMENT INC | |||||||
| 6301 CENTRAL NW | Albuquerque | NM | 87105 | NONE | PC | RESEARCH REGULATORY BARRIERS TO BRAIDING FEDERAL AND STATE FUNDS | $40,950 |
| Youth Shelter and Family Services | |||||||
| PO Box 28279 | Santa Fe | NM | 87592 | None | PC | OPERATING SUPPORT | $5,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $4,129,844 | 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 | $2,331,504 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $2,513,101 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $4,844,605 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $4,844,605 | 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 | $26,608 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $3,328 | 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 | $915 | SL | 5.000000000000 | $354 | $0 |
| Computer Equipment | 2013-05-21 | $2,409 | $1,245 | SL | 5.000000000000 | $482 | $0 |
| Computer Software | 2013-05-20 | $233 | $208 | SL | 3.000000000000 | $25 | $0 |
| Computer Software | 2013-05-21 | $231 | $205 | SL | 3.000000000000 | $26 | $0 |
| COMputer Equipment | 2014-03-26 | $10,077 | $3,527 | SL | 5.000000000000 | $2,015 | $0 |
| Computer Equipment | 2014-07-09 | $1,036 | $311 | 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 |
|---|---|---|---|
| Carlyle GMS Finance Inc. | AT COST | $658,727 | $638,176 |
| Glenmede Fund Inc-Govt Cash | AT COST | $547,241 | $547,241 |
| Glenmede Fund Inc Secured Options | AT COST | $3,606,094 | $3,755,377 |
| GLENMEDE PRIVATE INVESTMENT FD VIII | AT COST | $1,980,000 | $2,166,088 |
| GLENMEDE SMALL CAP EQUITY | AT COST | $3,180,815 | $3,677,163 |
| Liberty Special Strategies Offshore | AT COST | $654,651 | $654,651 |
| Riverside Capital Appreciation VI | AT COST | $710,983 | $751,953 |
| Schwab Fixed Income Fund | AT COST | $2,391,506 | $2,766,199 |
| SL CAPITAL SOF I LP | AT COST | $1,261,256 | $1,460,562 |
| THORNBURG BETTER WORLD INT'L | AT COST | $5,290,850 | $5,582,350 |
| Thornburg Core Growth Fund | AT COST | $4,287,596 | $5,126,630 |
| Thornburg Developing World Fund | AT COST | $4,093,061 | $3,992,984 |
| Thornburg Global Opportunities Fund | AT COST | $3,838,629 | $5,429,598 |
| Thornburg Income Builder Fund | AT COST | $18,441,407 | $19,507,434 |
| Thornburg International Growth Fund | AT COST | $4,946,976 | $5,020,787 |
| Thornburg International Value Fund | AT COST | $5,828,165 | $4,902,349 |
| Thornburg Limited Term Income Fund | AT COST | $22,661,281 | $22,410,347 |
| Thornburg Strategic Income Fund | AT COST | $4,603,960 | $4,350,900 |
| Thornburg Value Fund | AT COST | $4,075,939 | $5,162,775 |
| GlENMEDE PRIVATE INVESTMENT FD IX | AT COST | $250,000 | $246,161 |
| RENAISSANCE INSTUTIONAL | AT COST | $3,500,000 | $3,456,338 |
| VANGUARD MARKET NEUTRAL FUND | AT COST | $5,000,000 | $5,291,595 |
Land Etc Schedule2 LandEtcSchedule2
Land Etc LandEtcGrp (7 entries)
| Category Or ItemCategoryOrItemTxt | Cost Or Other BasisCostOrOtherBasisAmt | Accumulated DepreciationAccumulatedDepreciationAmt | Book ValueBookValueAmt |
|---|---|---|---|
| Organizational Costs | $510 | $510 | $0 |
| Computer Equipment | $1,771 | $1,269 | $502 |
| Computer Equipment | $2,409 | $1,727 | $682 |
| Computer Software | $233 | $233 | $0 |
| Computer Software | $231 | $231 | $0 |
| COMputer Equipment | $10,077 | $5,542 | $4,535 |
| Computer Equipment | $1,036 | $518 | $518 |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL FEES | CategoryTxt |
| Legal Fees | $915 | LegalFeesAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | DEPOSITS | Desc |
| BOY Book Value | $2,311 | BOYBookValueAmt |
| EOY Book Value | $10,269 | EOYBookValueAmt |
| EOYFMV | $10,269 | EOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (12 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| Event Expenses- Harner Award | $51,969 | $0 | $51,969 |
| Postage and Shipping | $232 | $0 | $7 |
| Supplies | $2,011 | $0 | $275 |
| Other Expenses | $553 | $0 | $172 |
| Telephone | $1,571 | $0 | $1,371 |
| Insurance | $9,990 | $0 | $2,752 |
| Dues & Subscriptions | $8,732 | $0 | $4,789 |
| Meals & Entertainment | $6,882 | $0 | $5,911 |
| INVESTMENT CUSTODY&MGMT FEE | $43,238 | $43,238 | $0 |
| COMPUTER/SOFTWARE EXPENSES | $1,614 | $0 | $129 |
| CONFERENCE COSTS | $4,760 | $0 | $4,760 |
| MEETING EXPENSES | $7,366 | $0 | $7,245 |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | EMPLOYEE FSA WITHHOLDING | Desc |
| BOY Book Value | $886 | BOYBookValueAmt |
| EOY Book Value | $800 | EOYBookValueAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | Consulting Fees | CategoryTxt |
| Amt | $100,556 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $100,556 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | Federal Excise Tax on Investment Income | CategoryTxt |
| Amt | $33,000 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
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