THORNBURG FOUNDATION: Form 990PF, tax year 2015
View the entire original 990 at ProPublica ↗
- Organization
- THORNBURG FOUNDATION (EIN 85-0457010)
- Tax period
- 2015-01-01 to 2015-12-31
- Filed
- 2016-10-17
- IRS object ID
- 201632919349100908
- Schema version
- 2015v2.1
- 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
- Schedule B
- 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 | 2016-10-17T12:51:21-05:00 | ReturnTs |
| Tax Period End | 2015-12-31 | 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 | P O 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 | 2015-01-01 | 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 | 2016-09-30 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | JANE E MORAN | PreparerPersonNm |
| PTIN | P00432569 | PTIN |
| Phone | 3076342151 | PhoneNum |
| Preparation | 2016-09-30 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2015 | TaxYr |
| Build TS | 2017-02-10 21:41:12Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $108,688,379 | 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 | $5,000,000 | ContriRcvdRevAndExpnssAmt |
| Dividends Rev And Expnss | $2,142,530 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $2,142,530 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $105,527 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $17,623,142 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $461,077 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Net Invst Incm | $1,787 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $7,248,057 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $2,605,394 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $167,500 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $134,000 | CompOfcrDirTrstDsbrsChrtblAmt |
| Oth Empl Slrs Wgs Rev And Expnss | $359,944 | OthEmplSlrsWgsRevAndExpnssAmt |
| Oth Empl Slrs Wgs Net Invst Incm | $0 | OthEmplSlrsWgsNetInvstIncmAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $347,729 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Pension Empl Bnft Rev And Expnss | $89,128 | PensionEmplBnftRevAndExpnssAmt |
| Pension Empl Bnft Net Invst Incm | $0 | PensionEmplBnftNetInvstIncmAmt |
| Pension Empl Bnft Dsbrs Chrtbl | $82,371 | PensionEmplBnftDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $6,697 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $0 | LegalFeesNetInvstIncmAmt |
| Legal Fees Dsbrs Chrtbl | $6,373 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $22,323 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $4,774 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $288,939 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $0 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $284,075 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $34,347 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $3,347 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Deprec And Dpltn Rev And Expnss | $3,213 | DeprecAndDpltnRevAndExpnssAmt |
| Deprec And Dpltn Net Invst Incm | $0 | DeprecAndDpltnNetInvstIncmAmt |
| Occupancy Rev And Expnss | $2,020 | OccupancyRevAndExpnssAmt |
| Occupancy Net Invst Incm | $0 | OccupancyNetInvstIncmAmt |
| Occupancy Dsbrs Chrtbl | $1,775 | OccupancyDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $48,210 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Net Invst Incm | $0 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $37,952 | TravConfMeetingDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $147,131 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $34,217 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $93,680 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $1,169,452 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $37,564 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $992,729 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $5,045,435 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $5,045,435 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $6,214,887 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $37,564 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $6,038,164 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $1,033,170 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $2,567,830 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $139,053 | CashBOYAmt |
| Cash EOY | $496,209 | CashEOYAmt |
| Cash EOYFMV | $496,209 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $4,434,427 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $56,764 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $56,764 | SavAndTempCashInvstEOYFMVAmt |
| Other Investments BOY | $97,262,777 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $102,318,242 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $108,123,994 | OtherInvestmentsEOYFMVAmt |
| Land Bldg Equip Cost Or Other Bss | $15,757 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $6,656 | LandBldgEquipAccumDeprecAmt |
| Land BOY | $12,314 | LandBOYAmt |
| Land EOY | $9,101 | LandEOYAmt |
| Land EOYFMV | $9,101 | LandEOYFMVAmt |
| Other Assets BOY | $0 | OtherAssetsBOYAmt |
| Other Assets EOY | $2,311 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $2,311 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $101,848,571 | TotalAssetsBOYAmt |
| Total Assets EOY | $102,882,627 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $108,688,379 | TotalAssetsEOYFMVAmt |
| Other Liabilities BOY | $0 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $886 | OtherLiabilitiesEOYAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $886 | 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 | $101,848,571 | RetainedEarningBOYAmt |
| Retained Earning EOY | $102,881,741 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $101,848,571 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $102,881,741 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $101,848,571 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $102,882,627 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $101,848,571 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $1,033,170 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $102,881,741 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $102,881,741 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (9 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| GLENMEDE INTL SEC OPTIONS | P | 2014-01-01 | 2015-12-21 | $2,230,901 | $2,503,063 | -$272,162 | -$272,162 |
| GLENMEDE SECURED OPTIONS | P | 2014-01-01 | 2015-12-21 | $2,281,226 | $2,392,865 | -$111,639 | -$111,639 |
| US COMMODITY INDEX | P | 2014-01-01 | 2015-12-21 | $1,930,651 | $2,326,400 | -$395,749 | -$395,749 |
| CHARLES SCHWAB & CO INC | D | 2014-01-01 | 2015-12-21 | $582,432 | $203,782 | $378,650 | $378,650 |
| THORNBURG LTD TERM INC | P | 2014-01-01 | 2015-12-21 | $3,500,000 | $3,514,098 | -$14,098 | -$14,098 |
| THORNBURG STRATEGIC INC | P | 2014-01-01 | 2015-12-21 | $850,000 | $919,478 | -$69,478 | -$69,478 |
| THORNBURG INCOME BUILDER | P | 2014-01-01 | 2015-10-01 | $5,000,000 | $4,932,987 | $67,013 | $67,013 |
| THORNBURG DEVELOPING WORLD | P | 2014-01-01 | 2015-12-08 | $350,000 | $369,392 | -$19,392 | -$19,392 |
| CAPITAL GAINS DIVIDENDS | P | $897,932 | $897,932 | $897,932 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $461,077 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $4,340,225 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $105,547,564 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.041121 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $1,881,908 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $89,636,712 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.020995 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $1,688,245 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $37,193,794 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.045391 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $1,129,220 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $24,736,726 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.045650 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $962,433 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $12,827,305 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.075030 | DistributionYr5Rt |
| Total Distribution | 0.228187 | TotalDistributionRt |
| Average Distribution | 0.045637 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $107,893,121 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $4,923,918 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $25,678 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $4,949,596 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $6,038,164 | 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 | $25,678 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $25,678 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $25,678 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $59,357 | EstimatedPlusOvpmtIncmTxAmt |
| Applied To Es Tax | $3,000 | AppliedToEsTaxAmt |
| Total Payments And Credits | $62,357 | TotalPaymentsAndCreditsAmt |
| Overpayment | $36,679 | OverpaymentAmt |
| Applied To ES Tax | $36,679 | 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 (8 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 |
| ALISSA OPPENHEIMER | ||||||||
| 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 | $167,500 | $10,025 | $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 | $103,086 | $11,867 | $0 |
| CARMEN J LOPEZ | ||||||||
| 2300 N RIDGETOP RD | SANTA FE | NM | 87506 | POLICY OFFICER | 40.00 | $80,856 | $10,289 | $0 |
| MICAELA M FISCHER | ||||||||
| 2300 N RIDGETOP RD | SANTA FE | NM | 87506 | POLICY OFFICER | 40.00 | $78,375 | $5,814 | $0 |
| LESLIE GARCIA | ||||||||
| 2300 N RIDGETOP RD | SANTA FE | NM | 87506 | ADMIN DIRECTOR | 40.00 | $61,078 | $9,458 | $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 | CIVITAS PUBLIC AFFAIRS GROUP LLC | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 409 7TH ST NW STE 350 | AddressLine1Txt |
| City | WASHINGTON | CityNm |
| State Abbreviation | DC | StateAbbreviationCd |
| ZIP | 20004 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Service Type | CONSULTING ON PUBLIC EDUCATION ACTIVITIES | ServiceTypeTxt |
| Compensation | $223,000 | 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 | $95,070,348 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $791,368 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $13,674,447 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $109,536,163 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $109,536,163 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $1,643,042 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $107,893,121 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $5,394,656 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $5,394,656 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $25,678 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $25,678 | TotalTaxAmt |
| Distributable Before Adj | $5,368,978 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $5,368,978 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $5,368,978 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $6,038,164 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $6,038,164 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $25,678 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $6,012,486 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $5,368,978 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $2,870,765 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $6,038,164 | QualifyingDistributionsAmt |
| Applied To Year1 | $2,870,765 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $3,167,399 | 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 | $2,201,579 | 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 (83 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| ACCION NEW MEXICO | |||||||
| 2000 ZEARING AVE NW | ALBUQUERQUE | NM | 87104 | NONE | PC | OPERATING SUPPORT | $50,000 |
| 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 |
| AMERICAN FRIENDS SERVICE COMMITTEE NM | |||||||
| 1501 CHERRY ST | PHILADELPHIA | PA | 19102 | NONE | PC | REVITALIZE SMALL, SUSTAINABLE FARMS IN NEW MEXICO | $75,200 |
| ARIZONA STATE UNIVERSITY FOUNDATION | |||||||
| PO BOX 2260 | TEMPE | AZ | 85280 | NONE | PC | RESEARCH ON INNOVATIVE GRAZING MANAGEMENT TECHNIQUES | $3,000 |
| BELLWETHER EDUCATION PARTNERS | |||||||
| 517 BOSTON POST RD UNIT 171 | SUDBURY | MA | 01776 | NONE | PC | CHARTER SCHOOL BEST PRACTICES EXCHANGE | $50,000 |
| BIG BROTHERS BIG SISTERS OF NORTHERN NM | |||||||
| 1229 S ST FRANCIS DR STE C | SANTA FE | NM | 87505 | NONE | PC | OPERATING SUPPORT | $5,000 |
| 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 | $180,575 |
| COMMITTEE FOR ECONOMIC DEVELOPMENT | |||||||
| 2000 L ST NW STE 700 | WASHINGTON | DC | 20036 | NONE | PC | TO BUILD THE BUSINESS CASE FOR REFORM IN NEW MEXICO | $60,000 |
| COMMON CAUSE EDUCATION FUND | |||||||
| 1133 19TH STREET NW 9TH FLOOR | WASHINGTON | DC | 200361722 | NONE | PC | RESEARCH & RAISE AWARENESS OF THE IMPACT OF MONEY IN POLITICS IN NEW MEXICO | $191,300 |
| COMMUNITIES IN SCHOOLS OF NM AT SANTA FE | |||||||
| PO BOX 367 | SANTA FE | NM | 87504 | NONE | PC | OPERATING SUPPORT | $2,500 |
| 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 |
| FAIRVOTE | |||||||
| 6930 CARROLL AVE STE 240 | TAKOMA PARK | MD | 20912 | NONE | PC | RESEARCH ON RANKED CHOICE VOTING | $2,000 |
| 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 |
| GREATER KANSAS CITY COMMUNITY FOUNDATION | |||||||
| 1055 BROADWAY BLVD STE 130 | KANSAS CITY | MO | 64105 | NONE | PC | REVISIONS TO HOLISTIC MANAGEMENT BOOK | $25,000 |
| HOLISTIC MANAGEMENT INTERNATIONAL | |||||||
| 5941 JEFFERSON ST NE STE B | ALBUQUERQUE | NM | 87109 | NONE | PC | HOLD PUBLIC EDUCATION/TRAINING EVENTS | $63,850 |
| 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 | $6,000 |
| 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 |
| LA SEMILLA | |||||||
| PO BOX 2579 | ANTHONY | NM | 88021 | NONE | PC | PUBLIC EDUCATION FOR AN URBAN AGRICULTURE POLICY PLAN WITH THE CITY OF LAS CRUCES | $18,000 |
| MARIA MITCHELL ASSOCIATION | |||||||
| 4 VESTAL ST | NANTUCKET | MA | 02554 | NONE | PC | OPERATING SUPPORT | $1,000 |
| MEDECINS SANS FRONTIERES | |||||||
| 333 SEVENTH AVENUE 2ND FLOOR | NEW YORK | NY | 10001 | NONE | PC | OPERATING SUPPORT | $5,000 |
| 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 |
| NASDA-WWASDA | |||||||
| 4350 FAIRFAX DR STE 910 | ARLINGTON | VA | 22203 | NONE | PC | NUMEX HERITAGE SPONSORSHIP | $500 |
| NATIONAL DANCE INSTITUTE | |||||||
| 1140 ALTO STREET | SANTA FE | NM | 87501 | NONE | PC | OPERATING SUPPORT | $150,000 |
| NATIONAL YOUNG FARMERS COALITION | |||||||
| PO BOX 1074 | HUDSON | NY | 12534 | NONE | PC | EMPOWERING YOUNG FARMER ADVOCATES FOR A RESILIENT NM | $88,042 |
| NEO PHILANTHROPY | |||||||
| 45 W 36TH ST 6TH FLOOR | NEW YORK | NY | 10018 | NONE | PC | ETHICS WATCH NEW MEXICO PROJECT | $106,000 |
| NEW MEXICO COMMUNITY FOUNDATION | |||||||
| 502 W CORDOVA RD 1 | SANTA FE | NM | 87505 | NONE | PC | PROJECT SUPPORT: BUSINESS EDUCATION ON GOOD GOVERNMENT REFORM | $75,000 |
| NEW MEXICO ENVIROMENTAL LAW CENTER | |||||||
| 1405 LUISA STREET SUITE 5 | SANTA FE | NM | 87505 | NONE | PC | OPERATING SUPPORT | $10,000 |
| NEW MEXICO FIRST | |||||||
| PO BOX 56549 | ALBUQUERQUE | NM | 87187 | NONE | PC | STAKEHOLDER ENGAGEMENT ON STATE AGRICULTURE PLAN | $67,500 |
| NEW MEXICO IN DEPTH | |||||||
| 6937 MERLOT DR NE | RIO RANCHO | NM | 87144 | NONE | PC | PROJECT SUPPORT FOR TRANSPARENCY PORTAL | $130,702 |
| NEW MEXICO SCHOOL FOR THE ARTS - ART INSTITUTE | |||||||
| 131 NUSBAUM STREET | 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 AND FOOD & AGRICULTURE | $127,500 |
| NEW VENTURE FUND | |||||||
| 1201 CONNECTICUT AVE NW ST 300 | WASHINGTON | DC | 20036 | NONE | PC | OPERATING SUPPORT | $5,000 |
| 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 | COMPADRE 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 | $21,000 |
| NM COALITION TO END HOMELESSNESS | |||||||
| 802 EARLY ST | SANTA FE | NM | 87505 | NONE | PC | OPERATING SUPPORT | $5,000 |
| NM EARLY CARE AND LEARING ASSOCIATION | |||||||
| PO BOX 25401 | ALBUQUERQUE | NM | 87125 | NONE | PC | SPONSOR 2015 ANNUAL CONFERENCE "LINE UP THEIR FUTURE" | $750 |
| NM FOUNDATION FOR OPEN GOVERNMENT | |||||||
| 115 GOLD AVE SW | ALBUQUERQUE | NM | 87102 | NONE | PC | OPERATING AND PROGRAM SUPPORT TO COORDINATE TRANSPARENCY & TECHNOLOGY WORK GROUP | $75,000 |
| NM SCHOOL FOR THE ARTS | |||||||
| 131 NUSBAUM STREET | SANTA FE | NM | 87501 | NONE | PC | ASSIST WITH THE ACQUISITION OF REAL PROPERTY FOR NEW CAMPUS | $1,525,000 |
| NONPROFIT BACK OFFICE RESOURCES | |||||||
| 1503 UNIVERSITY BLVD NE | ALBUQUERQUE | NM | 87102 | NONE | PC | ASSIST WITH ONBOARDING SEVEN TO EIGHT EARLY CHILDHOOD EDUCATION NONPROFIT ORGANIZATIONS | $25,000 |
| OCEANA INC | |||||||
| 1350 CONNECTICUT AVE NW 5TH FLOOR | WASHINGTON | DC | 200361722 | NONE | PC | OPERATING SUPPORT | $5,000 |
| PARTNERSHIP FOR COMMUNITY ACTION | |||||||
| 722 ISLETA BLVD SW | ALBUQUERQUE | NM | 87105 | NONE | PC | COMMUNITY BASED RESEARCH ON HOME BASED EARLY CHILDHOOD EDUCATION PROVIDERS | $67,250 |
| PARTNERSHIP FOR RESPONSIBLE BUSINESS | |||||||
| PO BOX 1821 | SANTA FE | NM | 87504 | NONE | PC | PROJECTS THAT SUPPORT LOCAL ECONOMIES | $18,500 |
| PLANNED PARENTHOOD FEDERATION OF AMERICA INC | |||||||
| 434 WEST 33RD ST | NEW YORK | NY | 10001 | NONE | PC | OPERATING SUPPORT - INTERNATIONAL | $25,000 |
| PROSPERITY WORKS | |||||||
| 909 COPPER AVE NW | ALBUQUERQUE | NM | 87102 | NONE | PC | PUBLIC EDUCATION ON PAY DAY LENDING | $5,000 |
| PROTEUS FUND | |||||||
| 15 RESEARCH DRIVE SUITE B | AMHERST | MA | 01002 | NONE | PC | DESIGN AND MANAGE COLLABORATIVE GRANT MAKING ON A RANGE OF LEADING SOCIAL CHANGE ARENAS | $25,000 |
| QUIVARA COALITION | |||||||
| 1413 2ND ST STE 1 | SANTA FE | NM | 87505 | NONE | PC | STRATEGY FOR BEGINNING FARMER TRAINING PROGRAM | $60,000 |
| RIO GRANDE COMMUNITY DEVELOPMENT CORP | |||||||
| 318 ISLETA BLVD SW | ALBUQUERQUE | NM | 87105 | NONE | PC | PROJECT SUPPORT FOR AGRI-CULTRA NETWORK | $73,935 |
| RIO GRANDE COMMUNITY FARM | |||||||
| 6804 4TH ST 114 | ALBUQUERQUE | NM | 87107 | NONE | PC | ASSIST LA MONTANITA COOP FOR VALUE CHAIN COORDINATOR INITIATIVE AT LA MONTANITA | $78,750 |
| SANTA FE CHAMBER OPPORTUNITIES FUND | |||||||
| PO BOX 1928 | SANTA FE | NM | 87504 | NONE | PC | PROMOTE THE COMMUNITY BY SUPPORTING TRANSPARENT AND ETHICAL GOVERNMENT | $5,000 |
| SANTA FE COMMUNITY FOUNDATION | |||||||
| PO BOX 1827 | SANTA FE | NM | 87504 | NONE | PC | PROJECT SUPPORT: EARLY CHILDHOOD EDUCATION | $35,684 |
| SANTA FE PREPARATORY SCHOOL | |||||||
| 1101 CAMINO DE LA CRUZ BLANCA | SANTA FE | NM | 87505 | NONE | PC | OPERATING SUPPORT | $25,000 |
| SANTA FE SCHOOL FOR THE ARTS & SCIENCES | |||||||
| 5912 JAGUAR DRIVE | SANTA FE | NM | 87507 | NONE | PC | OPERATING SUPPORT | $25,000 |
| 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 | $30,000 |
| 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 |
| SUNLIGHT FOUNDATION | |||||||
| 1818 N ST NW STE 300 | WASHINGTON | DC | 20036 | NONE | PC | BEST PRACTICES FOR POLITICAL TRANSPARENCY: NM | $25,000 |
| 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 |
| TROUT UNLIMITED | |||||||
| 1777 N KENT ST STE 100 | ARLINGTON | VA | 22209 | NONE | PC | CAPACITY BUILDING FOR ENVIRONMENTAL NON-PROFITS | $35,000 |
| 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 | $182,848 |
| 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 | $254,644 |
| UNIVERSITY OF NEW MEXICO FOUNDATION | |||||||
| 2401 CENTRAL AVENUE NE | ALBUQUERQUE | NM | 871310001 | NONE | PC | SUPPORT THE UNIVERSITY'S SCHOOL OF ARCHITECTURE AND PLANNING | $18,000 |
| UPPER PECOS WATERSHED ASSOCIATION | |||||||
| BOX 489 | PECOS | NM | 87552 | NONE | PC | OPERATING SUPPORT | $2,500 |
| WESTERN LANDOWNERS ALLIANCE | |||||||
| 3 CALIENTE ROAD 5 | SANTA FE | NM | 87505 | NONE | PC | ADVANCE RESEARCH PRACTICES THAT SUSTAIN WORKING LANDS | $125,500 |
| WESTERN NEW MEXICO UNIVERSITY | |||||||
| PO BOX 680 | SILVER CITY | NM | 88062 | NONE | PC | SUPPORT EARLY CHILDHOOD PROGRAMS | $30,355 |
| 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 | $9,050 |
| YOUTH MEDIA PROJECT | |||||||
| PO BOX 24213 | SANTA FE | NM | 87502 | NONE | PC | OPERATING SUPPORT | $1,000 |
| YOUTH SHELTER AND FAMILY SERVICES | |||||||
| PO BOX 28279 | SANTA FE | NM | 87592 | NONE | PC | OPERATING SUPPORT | $5,000 |
| YOUTHCARE MINNESOTA | |||||||
| 2701 UNIVERSITY AVE SE | MINNEAPOLIS | MN | 55414 | NONE | PC | OPERATING SUPPORT | $50,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $5,045,435 | 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 | $2,142,530 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $105,527 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $2,248,057 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $2,248,057 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | 0 | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | 0 | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | 0 | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | 0 | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | 0 | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | 0 | RelationshipsNonchrtblEOInd |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp (3 entries)
| ContributorContributorNum | Address Line1ContributorUSAddress/AddressLine1Txt | CityContributorUSAddress/CityNm | State AbbreviationContributorUSAddress/StateAbbreviationCd | ZIPContributorUSAddress/ZIPCd | Total ContributionsTotalContributionsAmt | Noncash ContributionNoncashContributionInd |
|---|---|---|---|---|---|---|
| GARRETT THORNBURG | ||||||
| 1 | 2300 N RIDGETOP RD | SANTA FE | NM | 87506 | $2,000,000 | Yes (X) |
| GARRETT THORNBURG | ||||||
| 2 | 2300 N RIDGETOP RD | SANTA FE | NM | 87506 | $2,000,000 | Yes (X) |
| GARRETT THORNBURG | ||||||
| 3 | 2300 N RIDGETOP RD | SANTA FE | NM | 87506 | $1,000,000 | Yes (X) |
Non Cash Property Contribution NonCashPropertyContributionGrp (3 entries)
| ContributorContributorNum | Noncash PropertyNoncashPropertyDesc | Fair Market ValueFairMarketValueAmt | ReceivedReceivedDt |
|---|---|---|---|
| 1 | 79,271 SHARES THORNBURG GLOBAL OPPORTUNITIES CL 1 | $2,000,000 | 2015-12-09 |
| 2 | 66,667 SHARES THORNBURG CORE GROWTH CL1 | $2,000,000 | 2015-12-09 |
| 3 | 52,165 SHARES THORNBURG INCOME BUILDER CL 1 | $1,000,000 | 2015-12-16 |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING | CategoryTxt |
| Amt | $22,323 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $4,774 | 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 | $561 | SL | 5.000000000000 | $354 | $0 |
| COMPUTER EQUIPMENT | 2013-05-21 | $2,409 | $763 | SL | 5.000000000000 | $482 | $0 |
| COMPUTER SOFTWARE | 2013-05-20 | $233 | $130 | SL | 3.000000000000 | $78 | $0 |
| COMPUTER SOFTWARE | 2013-05-21 | $231 | $128 | SL | 3.000000000000 | $77 | $0 |
| COMPUTER EQUIPMENT | 2014-03-26 | $10,077 | $1,512 | SL | 5.000000000000 | $2,015 | $0 |
| COMPUTER EQUIPMENT | 2014-07-09 | $1,036 | $104 | SL | 5.000000000000 | $207 | $0 |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (21 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| CARLYLE GMS FINANCE INC. | AT COST | $527,375 | $517,621 |
| GLENMEDE FUND INC - GOVT CASH PORTFOLIO | AT COST | $4,592,999 | $4,592,999 |
| GLENMEDE FUND INC SECURED OPTIONS | AT COST | $426,978 | $435,357 |
| GLENMEDE INTL SECURED OPTIONS | AT COST | $0 | $0 |
| GLENMEDE PRIVATE INVESTMENT FD VIII | AT COST | $1,350,000 | $1,503,747 |
| GLENMEDE SMALL CAP EQUITY | AT COST | $3,109,436 | $3,108,219 |
| LIBERTY SPECIAL STRATEGIES OFFSHORE | AT COST | $10,000,000 | $10,644,325 |
| RIVERSIDE CAPITAL APPRECIATION VI | AT COST | $535,105 | $579,751 |
| SCHWAB FIXED INCOME FUND | AT COST | $2,827,684 | $3,402,136 |
| SL CAPITAL SOF I LP | AT COST | $1,039,681 | $1,119,310 |
| THORNBURG CORE GROWTH FUND | AT COST | $7,439,986 | $9,072,612 |
| THORNBURG DEVELOPING WORLD FUND | AT COST | $4,093,061 | $3,893,159 |
| THORNBURG GLOBAL OPPORTUNITIES FUND | AT COST | $6,496,961 | $8,910,298 |
| THORNBURG INCOME BUILDER FUND | AT COST | $18,441,407 | $18,527,209 |
| THORNBURG INTERNATIONAL GROWTH FUND | AT COST | $5,852,576 | $6,255,375 |
| THORNBURG INTERNATIONAL VALUE FUND | AT COST | $5,828,165 | $5,121,981 |
| THORNBURG LIMITED TERM INCOME FUND | AT COST | $13,875,284 | $13,565,416 |
| THORNBURG STRATEGIC INCOME FUND | AT COST | $4,603,960 | $4,168,822 |
| THORNBURG VALUE FUND | AT COST | $6,277,584 | $7,492,089 |
| UNITED STATES COMMODITY INDEX | AT COST | $0 | $0 |
| THORNBURG BETTER WORLD INT'L | AT COST | $5,000,000 | $5,213,568 |
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 | $915 | $856 |
| COMPUTER EQUIPMENT | $2,409 | $1,245 | $1,164 |
| COMPUTER SOFTWARE | $233 | $208 | $25 |
| COMPUTER SOFTWARE | $231 | $205 | $26 |
| COMPUTER EQUIPMENT | $10,077 | $3,527 | $6,550 |
| COMPUTER EQUIPMENT | $1,036 | $311 | $725 |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL FEES | CategoryTxt |
| Legal Fees | $6,697 | LegalFeesAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $6,373 | DisbursementsCharitablePrpsAmt |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | DEPOSITS | Desc |
| BOY Book Value | $0 | BOYBookValueAmt |
| EOY Book Value | $2,311 | EOYBookValueAmt |
| EOYFMV | $2,311 | EOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (14 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| LICENSES & FEES | $310 | $0 | $0 |
| EVENT EXPENSES- HARNER AWARD | $44,492 | $0 | $44,492 |
| POSTAGE AND SHIPPING | $234 | $0 | $134 |
| SUPPLIES | $4,764 | $0 | $2,561 |
| OTHER EXPENSES | $1,030 | $0 | $274 |
| TELEPHONE | $1,497 | $0 | $420 |
| INSURANCE | $6,156 | $0 | $2,098 |
| DUES & SUBSCRIPTIONS | $6,961 | $0 | $5,259 |
| MEALS & ENTERTAINMENT | $6,949 | $0 | $5,625 |
| INVESTMENT CUSTODIAN & MGMT FEES | $34,217 | $34,217 | $0 |
| BOOKS & PUBLICATIONS | $230 | $0 | $230 |
| COMPUTER/SOFTWARE EXPENSES | $26,763 | $0 | $20,494 |
| CONFERENCE COSTS | $9,528 | $0 | $8,893 |
| TRAINING | $4,000 | $0 | $3,200 |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | EMPLOYEE FSA WITHHOLDING | Desc |
| BOY Book Value | $0 | BOYBookValueAmt |
| EOY Book Value | $886 | EOYBookValueAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | CONSULTING FEES | CategoryTxt |
| Amt | $288,939 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $284,075 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FEDERAL EXCISE TAX ON INVESTMENT INCOME | $31,000 | $0 | $0 |
| FOREIGN TAX EXPENSE | $3,347 | $3,347 | $0 |
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