CON ALMA HEALTH FOUNDATION: Form 990PF, tax year 2012
View the entire original 990 at ProPublica ↗
- Organization
- CON ALMA HEALTH FOUNDATION (EIN 85-0484396)
- Tax period
- 2012-01-01 to 2012-12-31
- Filed
- 2013-06-21
- IRS object ID
- 201331729349100103
- Schema version
- 2012v2.1
- 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
- Distribution From Corpus Election
- Investments Corp Stock Schedule
- Land Etc Schedule2
- Legal Fees Schedule
- Other Assets Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Increases Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2013-06-21T09:42:56-05:00 | Timestamp |
| Tax Period End Date | 2012-12-31 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 850232815 | EIN |
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | HINKLE LANDERS PC | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2500 9TH STREET NW | AddressLine1 |
| City | ALBUQUERQUE | City |
| State | NM | State |
| ZIP Code | 87102 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnType |
| Tax Period Begin Date | 2012-01-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 850484396 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CON ALMA HEALTH FOUNDATION INC | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | CONA | NameControl |
| Phone | 5054380776 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 144 PARK AVE | AddressLine1 |
| City | SANTA FE | City |
| State | NM | State |
| ZIP Code | 875011833 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | DOLORES E ROYBAL | Name |
| Title | EXECUTIVE DIRECTOR | Title |
| Phone | 5054380776 | Phone |
| Date Signed | 2013-06-21 | DateSigned |
| Authorize Third Party | 1 | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | FARLEY VENER | Name |
| PTIN | P00162894 | PTIN |
| Phone | 5058838788 | Phone |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2012 | TaxYear |
| Build TS | 2016-02-25 16:41:14Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exempt PF | X | ExemptPF |
| FMV Assets EOY | 25080623 | FMVAssetsEOY |
| Method Of Accounting Accrual | X | MethodOfAccountingAccrual |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Received Rev And Expnss | 325350 | ContriReceivedRevAndExpnss |
| Interest On Savings Rev And Expnss | 624 | InterestOnSavingsRevAndExpnss |
| Interest On Savings Net Invst Incm | 624 | InterestOnSavingsNetInvstIncm |
| Dividends Rev And Expnss | 926207 | DividendsRevAndExpnss |
| Dividends Net Invst Incm | 926207 | DividendsNetInvstIncm |
| Net Gain Sale Assets Rev And Expnss | 417515 | NetGainSaleAssetsRevAndExpnss |
| Gross Sales Price | 1862818 | GrossSalesPrice |
| Capital Gain Net Incm Net Invst Incm | 417515 | CapitalGainNetIncmNetInvstIncm |
| Other Income Rev And Expnss | 9398 | OtherIncomeRevAndExpnss |
| Other Income Net Invst Incm | 0 | OtherIncomeNetInvstIncm |
| Total Revenue And Expenses | 1679094 | TotalRevenueAndExpenses |
| Total Net Investment Income | 1344346 | TotalNetInvestmentIncome |
| Comp Ofcr Dir Trst Rev And Expnss | 113839 | CompOfcrDirTrstRevAndExpnss |
| Comp Ofcr Dir Trst Net Invst Incm | 28460 | CompOfcrDirTrstNetInvstIncm |
| Comp Ofcr Dir Trst Dsbrs Chrtbl Prps | 85379 | CompOfcrDirTrstDsbrsChrtblPrps |
| Oth Empl Slrs Wgs Rev And Expnss | 218760 | OthEmplSlrsWgsRevAndExpnss |
| Oth Empl Slrs Wgs Net Invst Incm | 54690 | OthEmplSlrsWgsNetInvstIncm |
| Oth Empl Slrs Wgs Dsbrs Chrtbl Prps | 164779 | OthEmplSlrsWgsDsbrsChrtblPrps |
| Pension Empl Bnft Rev And Expnss | 37548 | PensionEmplBnftRevAndExpnss |
| Pension Empl Bnft Net Invst Incm | 9387 | PensionEmplBnftNetInvstIncm |
| Pension Empl Bnft Dsbrs Chrtbl Prps | 28161 | PensionEmplBnftDsbrsChrtblPrps |
| Legal Fees Rev And Expnss | 595 | LegalFeesRevAndExpnss |
| Legal Fees Net Invst Incm | 149 | LegalFeesNetInvstIncm |
| Legal Fees Dsbrs Chrtbl Prps | 446 | LegalFeesDsbrsChrtblPrps |
| Accounting Fees Rev And Expnss | 48489 | AccountingFeesRevAndExpnss |
| Accounting Fees Net Invst Incm | 24245 | AccountingFeesNetInvstIncm |
| Accounting Fees Dsbrs Chrtbl Prps | 24245 | AccountingFeesDsbrsChrtblPrps |
| Other Prof Fees Rev And Expnss | 180430 | OtherProfFeesRevAndExpnss |
| Other Prof Fees Net Invst Incm | 0 | OtherProfFeesNetInvstIncm |
| Other Prof Fees Dsbrs Chrtbl Prps | 180430 | OtherProfFeesDsbrsChrtblPrps |
| Taxes Rev And Expnss | 46998 | TaxesRevAndExpnss |
| Taxes Net Invst Incm | 28555 | TaxesNetInvstIncm |
| Taxes Dsbrs Chrtbl Prps | 18441 | TaxesDsbrsChrtblPrps |
| Deprec And Depletion Rev And Expnss | 27666 | DeprecAndDepletionRevAndExpnss |
| Deprec And Depletion Net Invst Incm | 6917 | DeprecAndDepletionNetInvstIncm |
| Occupancy Rev And Expnss | 15993 | OccupancyRevAndExpnss |
| Occupancy Net Invst Incm | 3998 | OccupancyNetInvstIncm |
| Occupancy Dsbrs Chrtbl Prps | 11995 | OccupancyDsbrsChrtblPrps |
| Trav Conf Meeting Rev And Expnss | 25568 | TravConfMeetingRevAndExpnss |
| Trav Conf Meeting Net Invst Incm | 6392 | TravConfMeetingNetInvstIncm |
| Trav Conf Meeting Dsbrs Chrtbl Prps | 19176 | TravConfMeetingDsbrsChrtblPrps |
| Printing And Pub Rev And Expnss | 4044 | PrintingAndPubRevAndExpnss |
| Printing And Pub Net Invst Incm | 0 | PrintingAndPubNetInvstIncm |
| Printing And Pub Dsbrs Chrtbl Prps | 4044 | PrintingAndPubDsbrsChrtblPrps |
| Other Expenses Rev And Expnss | 194682 | OtherExpensesRevAndExpnss |
| Other Expenses Net Invst Incm | 98677 | OtherExpensesNetInvstIncm |
| Other Expenses Dsbrs Chrtbl Prps | 105480 | OtherExpensesDsbrsChrtblPrps |
| Tot Opr Expenses Rev And Expnss | 914612 | TotOprExpensesRevAndExpnss |
| Tot Opr Expenses Net Invst Incm | 261470 | TotOprExpensesNetInvstIncm |
| Tot Opr Expenses Dsbrs Chrtbl Prps | 642576 | TotOprExpensesDsbrsChrtblPrps |
| Contri Gifts Paid Rev And Expnss | 335103 | ContriGiftsPaidRevAndExpnss |
| Contri Gifts Paid Dsbrs Chrtbl Prps | 351207 | ContriGiftsPaidDsbrsChrtblPrps |
| Total Expenses Rev And Expnss | 1249715 | TotalExpensesRevAndExpnss |
| Total Expenses Net Invst Incm | 261470 | TotalExpensesNetInvstIncm |
| Total Expenses Dsbrs Chrtbl Prps | 993783 | TotalExpensesDsbrsChrtblPrps |
| Excess Of Revenue Over Expenses | 429379 | ExcessOfRevenueOverExpenses |
| Net Investment Income | 1082876 | NetInvestmentIncome |
Balance Sheets BalanceSheets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | 669640 | CashBOY |
| Cash EOY | 365014 | CashEOY |
| Cash EOYFMV | 365014 | CashEOYFMV |
| Savings And Temp Cash Invst BOY | 1456779 | SavingsAndTempCashInvstBOY |
| Savings And Temp Cash Invst EOY | 1472409 | SavingsAndTempCashInvstEOY |
| Savings And Temp Cash Invst EOYFMV | 1472409 | SavingsAndTempCashInvstEOYFMV |
| Accounts Receivable | 15800 | AccountsReceivable |
| Accounts Receivable BOY | 24107 | AccountsReceivableBOY |
| Accounts Receivable EOY | 15800 | AccountsReceivableEOY |
| Accounts Receivable EOYFMV | 15800 | AccountsReceivableEOYFMV |
| Prepaid Expenses BOY | 2550 | PrepaidExpensesBOY |
| Prepaid Expenses EOY | 2493 | PrepaidExpensesEOY |
| Prepaid Expenses EOYFMV | 2493 | PrepaidExpensesEOYFMV |
| Investments Corp Stock BOY | 20136964 | InvestmentsCorpStockBOY |
| Investments Corp Stock EOY | 22386224 | InvestmentsCorpStockEOY |
| Investments Corp Stock EOYFMV | 22386224 | InvestmentsCorpStockEOYFMV |
| Land Building And Equipment Basis | 1107967 | LandBuildingAndEquipmentBasis |
| Accum Deprec Land Bldg And Equip | 269328 | AccumDeprecLandBldgAndEquip |
| Land Building And Equipment BOY | 866306 | LandBuildingAndEquipmentBOY |
| Land Building And Equipment EOY | 838639 | LandBuildingAndEquipmentEOY |
| Land Building And Equipment EOYFMV | 838639 | LandBuildingAndEquipmentEOYFMV |
| Other Assets BOY | 177 | OtherAssetsBOY |
| Other Assets EOY | 44 | OtherAssetsEOY |
| Other Assets EOYFMV | 44 | OtherAssetsEOYFMV |
| Total Assets BOY | 23156523 | TotalAssetsBOY |
| Total Assets EOY | 25080623 | TotalAssetsEOY |
| Total Assets EOYFMV | 25080623 | TotalAssetsEOYFMV |
| Accounts Payable BOY | 63981 | AccountsPayableBOY |
| Accounts Payable EOY | 49606 | AccountsPayableEOY |
| Grants Payable BOY | 141104 | GrantsPayableBOY |
| Grants Payable EOY | 125000 | GrantsPayableEOY |
| Total Liabilities BOY | 205085 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 174606 | TotalLiabilitiesEOY |
| Org That Follow SFAS117 | X | OrgThatFollowSFAS117 |
| Unrestricted BOY | 756044 | UnrestrictedBOY |
| Unrestricted EOY | 755223 | UnrestrictedEOY |
| Temporarily Restricted BOY | 18695394 | TemporarilyRestrictedBOY |
| Temporarily Restricted EOY | 20650794 | TemporarilyRestrictedEOY |
| Permanently Restricted BOY | 3500000 | PermanentlyRestrictedBOY |
| Permanently Restricted EOY | 3500000 | PermanentlyRestrictedEOY |
| Total Net Assets BOY | 22951438 | TotalNetAssetsBOY |
| Total Net Assets EOY | 24906017 | TotalNetAssetsEOY |
| Total Liabilities Net Assets BOY | 23156523 | TotalLiabilitiesNetAssetsBOY |
| Total Liabilities Net Assets EOY | 25080623 | TotalLiabilitiesNetAssetsEOY |
Changes In Net Assets Fund Balances ChangesInNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Net Assets Fund Balances BOY | 22951438 | TotalNetAssetsFundBalancesBOY |
| Excess Of Revenue Over Expenses | 429379 | ExcessOfRevenueOverExpenses |
| Other Increases | 1525200 | OtherIncreases |
| Subtotal | 24906017 | Subtotal |
| Other Decreases | 0 | OtherDecreases |
| Total Net Assets Fund Balances EOY | 24906017 | TotalNetAssetsFundBalancesEOY |
Capital Gains And Losses CapitalGainsAndLosses
Capital Gains And Losses Info CapitalGainsAndLossesInfo
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description Of Asset | PUBLICLY TRADED SECURITIES | DescriptionOfAsset |
| How Acquired | P | HowAcquired |
| Gross Sales Price | 1862818 | GrossSalesPrice |
| Cost Or Other Basis | 1445303 | CostOrOtherBasis |
| Gain Or Loss | 417515 | GainOrLoss |
| Gains Minus Excess Or Losses | 417515 | GainsMinusExcessOrLosses |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | 417515 | CapitalGainNetIncome |
Qlfy Und Sect4940e For Reduced Tax QlfyUndSect4940eForReducedTax
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable For4942 Tax | 0 | LiableFor4942Tax |
| Qualifying Distributions Year1 | 1327091 | QualifyingDistributionsYear1 |
| Noncharitable Assets Year1 | 23430595 | NoncharitableAssetsYear1 |
| Distribution Ratio Year1 | 0.056639 | DistributionRatioYear1 |
| Qualifying Distributions Year2 | 1019445 | QualifyingDistributionsYear2 |
| Noncharitable Assets Year2 | 22319803 | NoncharitableAssetsYear2 |
| Distribution Ratio Year2 | 0.045674 | DistributionRatioYear2 |
| Qualifying Distributions Year3 | 1873922 | QualifyingDistributionsYear3 |
| Noncharitable Assets Year3 | 19678057 | NoncharitableAssetsYear3 |
| Distribution Ratio Year3 | 0.095229 | DistributionRatioYear3 |
| Qualifying Distributions Year4 | 2692440 | QualifyingDistributionsYear4 |
| Noncharitable Assets Year4 | 24115833 | NoncharitableAssetsYear4 |
| Distribution Ratio Year4 | 0.111646 | DistributionRatioYear4 |
| Qualifying Distributions Year5 | 2521855 | QualifyingDistributionsYear5 |
| Noncharitable Assets Year5 | 28182702 | NoncharitableAssetsYear5 |
| Distribution Ratio Year5 | 0.089482 | DistributionRatioYear5 |
| Total Distribution Ratio | 0.398670 | TotalDistributionRatio |
| Average Distribution Ratio | 0.079734 | AverageDistributionRatio |
| Net Noncharitable Assets | 23154527 | NetNoncharitableAssets |
| Adjusted Noncharitable Assets | 1846203 | AdjustedNoncharitableAssets |
| One Percent Net Investment Income | 10829 | OnePercentNetInvestmentIncome |
| Adj Nonchrtbl Assets And One | 1857032 | AdjNonchrtblAssetsAndOnePct |
| Qualifying Distributions | 993783 | QualifyingDistributions |
Excise Tax Based On Investment Incm ExciseTaxBasedOnInvestmentIncm
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | 21658 | InvestmentIncomeExciseTax |
| Tax Under Section511 | 0 | TaxUnderSection511 |
| Subtotal | 21658 | Subtotal |
| Subtitle A Tax | 0 | SubtitleATax |
| Tax Based On Investment Income | 21658 | TaxBasedOnInvestmentIncome |
| Est Tax Payments And Overpayment | 22410 | EstTaxPaymentsAndOverpayment |
| Total Credits And Payments | 22410 | TotalCreditsAndPayments |
| Penalty For Underpayment | 125 | PenaltyForUnderpayment |
| Overpayment | 627 | Overpayment |
| Amount Credited To Next Year | 627 | AmountCreditedToNextYear |
| Amount To Be Refunded | 0 | AmountToBeRefunded |
Statements Regarding Activities StatementsRegardingActivities
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Activities | 0 | LegislativePoliticalActivities |
| More Than100 Spent | 0 | MoreThan100Spent |
| Form1120 POL Filed | 0 | Form1120POLFiled |
| Sect4955 Tax On Organization | 0 | Sect4955TaxOnOrganization |
| Sect4955 Tax On Managers | 0 | Sect4955TaxOnManagers |
| Reimbursement Of Tax | 0 | ReimbursementOfTax |
| Activities Not Prev Reported | 0 | ActivitiesNotPrevReported |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylaws |
| Unrelated Bus Income Over1000 | 0 | UnrelatedBusIncomeOver1000 |
| Termination Etc | 0 | TerminationEtc |
| Requirements Of Sect508e | 1 | RequirementsOfSect508e |
| At Least5000 In Assets | 1 | AtLeast5000InAssets |
| States Filed With | NM | StatesFiledWith |
| Form990 PF Filed With AG | 1 | Form990PFFiledWithAG |
| Private Operating Foundation | 0 | PrivateOperatingFoundation |
| New Substantial Contributors | 0 | NewSubstantialContributors |
| Interest In Controlled Entity | 0 | InterestInControlledEntity |
| Applicable Insurance Contract | 0 | ApplicableInsuranceContract |
| Comply With Public Inspection Rqr | 1 | ComplyWithPublicInspectionRqr |
| Website Address | WWW.CONALMA.ORG | WebsiteAddress |
Books In Care Of Business Name BooksInCareOfBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CANDACE HINTENACH | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Books In Care Of Phone Number | 5059948939 | BooksInCareOfPhoneNumber |
Books In Care Of US Address BooksInCareOfUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3912 ST ANDREWS DR SE | AddressLine1 |
| City | RIO RANCHO | City |
| State | NM | State |
| ZIP Code | 87124 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Exempt Interest Received | 0 | TaxExemptInterestReceived |
| Foreign Bank | 0 | ForeignBank |
Statements Regarding Acty4720 StatementsRegardingActy4720
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exchange With Dsqfly Person | 0 | SaleOrExchangeWithDsqflyPerson |
| Borrow Or Lend With Dsqfly Person | 0 | BorrowOrLendWithDsqflyPerson |
| Furnished Goods With Dsqfly Person | 0 | FurnishedGoodsWithDsqflyPerson |
| Pay Compensation To Dsqfly Person | 0 | PayCompensationToDsqflyPerson |
| Transfer Assets To Dsqfly Person | 0 | TransferAssetsToDsqflyPerson |
| Payment To Government Offical | 0 | PaymentToGovernmentOffical |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActs |
| Undistributed Income Prior Years | 0 | UndistributedIncomePriorYears |
| Business Holdings | 0 | BusinessHoldings |
| Jeopardy Investments | 0 | JeopardyInvestments |
| Uncorrected Jeopardy Investments | 0 | UncorrectedJeopardyInvestments |
| Influence Legislation | 0 | InfluenceLegislation |
| Influence Election | 0 | InfluenceElection |
| Grants To Individuals | 0 | GrantsToIndividuals |
| Grants To Organizations | 0 | GrantsToOrganizations |
| Noncharitable Purpose | 0 | NoncharitablePurpose |
| Rcv Funds To Pay Prsnl Bnft Contract | 0 | RcvFundsToPayPrsnlBnftContract |
| Pay Premiums Prsnl Bnft Contract | 0 | PayPremiumsPrsnlBnftContract |
| Prohibited Tax Shelter Transactn | 0 | ProhibitedTaxShelterTransactn |
Ofcr Dir Trustees Key Employee Info OfcrDirTrusteesKeyEmployeeInfo
Ofcr Dir Trustees Or Key Employee OfcrDirTrusteesOrKeyEmployee (16 entries)
| Address Line1USAddress/AddressLine1 | CityUSAddress/City | StateUSAddress/State | ZIP CodeUSAddress/ZIPCode | TitleTitle | Avg Hours Per Wk Devoted To PositionAvgHoursPerWkDevotedToPosition | CompensationCompensation | Contri To Empl Benefit Plans EtcContriToEmplBenefitPlansEtc | Expense Account Other AllowancesExpenseAccountOtherAllowances |
|---|---|---|---|---|---|---|---|---|
| ROBERT ARCHULETA | ||||||||
| 144 PARK AVE | SANTA FE | NM | 87501 | PRESIDENT | 1.00 | 0 | 0 | 0 |
| ERIN BOUQUIN MD | ||||||||
| 144 PARK AVE | SANTA FE | NM | 87501 | VICE PRES | 1.00 | 0 | 0 | 0 |
| STEVE GABER | ||||||||
| 144 PARK AVE | SANTA FE | NM | 87501 | TREASURER | 1.00 | 0 | 0 | 0 |
| LOUIS J LUNA | ||||||||
| 144 PARK AVE | SANTA FE | NM | 87501 | SECRETARY | 1.00 | 0 | 0 | 0 |
| GAYLE DINE CHACON MD | ||||||||
| 144 PARK AVE | SANTA FE | NM | 87501 | TRUSTEE | 1.00 | 0 | 0 | 0 |
| MARCIE CHAVEZ | ||||||||
| 144 PARK AVE | SANTA FE | NM | 87501 | TRUSTEE | 1.00 | 0 | 0 | 0 |
| PATRICIA COLLINS | ||||||||
| 144 PARK AVE | SANTA FE | NM | 87501 | TRUSTEE | 1.00 | 0 | 0 | 0 |
| JANE BATSON | ||||||||
| 144 PARK AVE | SANTA FE | NM | 87501 | TRUSTEE | 1.00 | 0 | 0 | 0 |
| SARA GARCIA | ||||||||
| 144 PARK AVE | SANTA FE | NM | 87501 | TRUSTEE | 1.00 | 0 | 0 | 0 |
| LAUREL IRON CLOUD | ||||||||
| 144 PARK AVE | SANTA FE | NM | 87501 | TRUSTEE | 1.00 | 0 | 0 | 0 |
| DAVID REEDE | ||||||||
| 144 PARK AVE | SANTA FE | NM | 87501 | TRUSTEE | 1.00 | 0 | 0 | 0 |
| BENNY SHENDO | ||||||||
| 144 PARK AVE | SANTA FE | NM | 87501 | TRUSTEE | 1.00 | 0 | 0 | 0 |
| JAMES SUMMERS | ||||||||
| 144 PARK AVE | SANTA FE | NM | 87501 | TRUSTEE | 1.00 | 0 | 0 | 0 |
| ALFREDO VIGIL | ||||||||
| 144 PARK AVE | SANTA FE | NM | 87501 | TRUSTEE | 1.00 | 0 | 0 | 0 |
| JUAN VIGIL | ||||||||
| 144 PARK AVE | SANTA FE | NM | 87501 | TRUSTEE | 1.00 | 0 | 0 | 0 |
| DOLORES ROYBAL | ||||||||
| 144 PARK AVE | SANTA FE | NM | 87501 | EXECUTIVE DIRECTOR | 40.00 | 113839 | 11624 | 0 |
Compensation Of Highest Paid Empl CompensationOfHighestPaidEmpl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | AMY DONAFRIO | Name |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 144 PARK AVE | AddressLine1 |
| City | SANTA FE | City |
| State | NM | State |
| ZIP Code | 87501 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Title | ASST DIRECTOR | Title |
| Average Hours Per Week | 40.00 | AverageHoursPerWeek |
| Compensation | 63489 | Compensation |
| Employee Benefits | 6720 | EmployeeBenefits |
| Expense Account | 0 | ExpenseAccount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Number Of Oth Empl Paid Over50k | 0 | TotNumberOfOthEmplPaidOver50k |
| Comp Of Hghst Paid Cntrct NONE | NONE | CompOfHghstPaidCntrctNONE |
| Tot Number Of Cntrct Paid Over50k | 0 | TotNumberOfCntrctPaidOver50k |
Summary Of Direct Charitable Acty SummaryOfDirectCharitableActy
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | THE FOUNDATION IS PARTNERING WITH GRANTMAKERS IN HEALTH (GIH) FOR THE GIH STATE GRANT WRITING ASSISTANCE FUND, WHICH PROVIDES GRANTWRITERS TO THE STATE OF NM TO APPLY FOR FEDERAL FUNDS TO IMPLEMENT HEALTHCARE REFORM. | Description1 |
| Expenses1 | 29735 | Expenses1 |
| Description2 | WITH SUPPORT FROM THE W.K. KELLOGG FOUNDATION, THE FOUNDATION IS PLANNING A COMMUNITY ENGAGEMENT AND CAPACITY BUILDING STRATEGY IN BERNALILLO, DONA ANA,SAN JUAN AND MCKINLEY COUNTIES TO INFLUENCE HEALTH CARE REFORM IMPLEMENTATION. | Description2 |
| Expenses2 | 131195 | Expenses2 |
| Description3 | THE FOUNDATION RECEIVES SUPPORT FROM THE ROBERT WOOD JOHNSON FOUNDATION/NORTHWEST HEALTH FOUNDATION FOR THE PARTNERSHIP IN NURSING INITIATIVE (PIN6) DESIGNED TO INCREASE THE DIVERSITY OF THE NURSING WORKFORCE IN NM. | Description3 |
| Expenses3 | 68063 | Expenses3 |
| Description4 | THE FOUNDATION IS PARTNERING WITH GRANTMAKERS IN AGING ENGAGEMENT INITIATIVE TO PROMOTE AWARENESS OF, AND FUNDING IN, AGING ISSUES. | Description4 |
| Expenses4 | 43499 | Expenses4 |
Sum Of Program Related Investments SumOfProgramRelatedInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Minimum Investment Return MinimumInvestmentReturn
| Field | Value | IRS element (for citing) |
|---|---|---|
| Avg Monthly FMV Of Securities | 21536063 | AvgMonthlyFMVOfSecurities |
| Avg Monthly Cash Balances | 1971071 | AvgMonthlyCashBalances |
| FMV All Other Noncharitable Assets | 0 | FMVAllOtherNoncharitableAssets |
| Total FMV Of Unused Assets | 23507134 | TotalFMVOfUnusedAssets |
| Reduction Claimed | 0 | ReductionClaimed |
| Acquisition Indebtedness | 0 | AcquisitionIndebtedness |
| Adj Total FMV Of Unused Assets | 23507134 | AdjTotalFMVOfUnusedAssets |
| Cash Deemed Charitable | 352607 | CashDeemedCharitable |
| Net Noncharitable Assets | 23154527 | NetNoncharitableAssets |
| Minimum Investment Return | 1157726 | MinimumInvestmentReturn |
Distributable DistributableAmount
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | 1157726 | MinimumInvestmentReturn |
| Tax Based On Investment Income | 21658 | TaxBasedOnInvestmentIncome |
| Total Tax | 21658 | TotalTax |
| Distributable Amount Before Adj | 1136068 | DistributableAmountBeforeAdj |
| Recoveries Qlfy Distributions | 0 | RecoveriesQlfyDistributions |
| Distributable Amount Before Ded | 1136068 | DistributableAmountBeforeDed |
| Deduction Fr Distributable | $0 | DeductionFrDistributableAmount |
| Distributable Amount As Adjusted | 1136068 | DistributableAmountAsAdjusted |
Qualifying Distributions QualifyingDistributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | 993783 | ExpensesAndContributions |
| Program Related Investments Total | 0 | ProgramRelatedInvestmentsTotal |
| Qualifying Distributions | 993783 | QualifyingDistributions |
| One Pct Sect4940e Org Net Invst Incm | 0 | OnePctSect4940eOrgNetInvstIncm |
| Adj Qualifying Distributions | 993783 | AdjQualifyingDistributions |
Undistributed Income UndistributedIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable Amount As Adjusted | 1136068 | DistributableAmountAsAdjusted |
| Undistributed Income Prior Year | 0 | UndistributedIncomePriorYear |
| Total For Prior Years | 0 | TotalForPriorYears |
| Excess Distri Carryover Year5 | 781067 | ExcessDistriCarryoverYear5 |
| Excess Distri Carryover Year4 | 1495080 | ExcessDistriCarryoverYear4 |
| Excess Distri Carryover Year3 | 895555 | ExcessDistriCarryoverYear3 |
| Excess Distri Carryover Year2 | 0 | ExcessDistriCarryoverYear2 |
| Excess Distri Carryover Year1 | 190299 | ExcessDistriCarryoverYear1 |
| Total Excess Distri Carryover | 3362001 | TotalExcessDistriCarryover |
| Qualifying Distributions | 993783 | QualifyingDistributions |
| Applied To Year1 | 0 | AppliedToYear1 |
| Applied To Prior Years | 0 | AppliedToPriorYears |
| Treated As Distri From Corpus | 0 | TreatedAsDistriFromCorpus |
| Applied To Current Year | 993783 | AppliedToCurrentYear |
| Remaining Distri From Corpus | 0 | RemainingDistriFromCorpus |
| Excess Distri Cyov App CY Corpus | 142285 | ExcessDistriCyovAppCYCorpus |
| Excess Distri Cyov Applied CY | 142285 | ExcessDistriCyovAppliedCY |
| Total Corpus | 3219716 | TotalCorpus |
| Prior Year Undistributed Income | 0 | PriorYearUndistributedIncome |
| Prior Year Deficiency Or Tax | 0 | PriorYearDeficiencyOrTax |
| Taxable Amount1 | 0 | TaxableAmount1 |
| Taxable Amount2 | 0 | TaxableAmount2 |
| Undistributed Income CY | 0 | UndistributedIncomeCY |
| Distri From Corpus170b1 E Or4942g3 | 0 | DistriFromCorpus170b1EOr4942g3 |
| Excess Distri Cyov From Year5 | 638782 | ExcessDistriCyovFromYear5 |
| Excess Distri Cyov To Next Year | 2580934 | ExcessDistriCyovToNextYear |
| Excess From Year4 | 1495080 | ExcessFromYear4 |
| Excess From Year3 | 895555 | ExcessFromYear3 |
| Excess From Year1 | 190299 | ExcessFromYear1 |
Supplementary Information SupplementaryInformation
Appication Submission Info AppicationSubmissionInfo
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Name | CON ALMA HEALTH FOUNDATION INC - GR | RecipientName |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 144 PARK AVE | AddressLine1 |
| City | SANTA FE | City |
| State | NM | State |
| ZIP Code | 87501 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone Number | 5054380776 | RecipientPhoneNumber |
| Form And Info And Materials | GRANT INFORMATION MAY BE OBTAINED AT WWW.CONALMA.ORG | FormAndInfoAndMaterials |
| Submission Deadlines | SEE WEBSITE FOR GRANT SCHEDULE. | SubmissionDeadlines |
| Restrictions On Awards | GRANTS ARE AWARDED TO QUALIFIED 501(C)3 ORGANIZATIONS SERVING THE HEALTHCARE NEEDS OF NEW MEXICANS. | RestrictionsOnAwards |
Grant Or Contri Paid During Year GrantOrContriPaidDuringYear (40 entries)
| Address Line1RecipientUSAddress/AddressLine1 | CityRecipientUSAddress/City | StateRecipientUSAddress/State | ZIP CodeRecipientUSAddress/ZIPCode | Recipient Foundation StatusRecipientFoundationStatus | Purpose Of Grant Or ContributionPurposeOfGrantOrContribution | AmountAmount |
|---|---|---|---|---|---|---|
| CAMP CORAZONES | ||||||
| PO BOX 23766 | SANTA FE | NM | 87505 | 509(A)(1) | HEALTHCARE | $1,500 |
| HISPANICS IN PHILANTHROPY | ||||||
| 55 2ND ST SUITE 1500 | SAN FRANCISCO | CA | 94105 | 509(A)(1) | HEALTHCARE | $10,000 |
| NEW MEXICO INFORMATION COMMONS PROJECT | ||||||
| 1428 VINCA TRAIL NE | ALBUQUERQUE | NM | 87112 | 509(A)(1) | HEALTHCARE | $5,000 |
| COMING HOME CONNECTION | ||||||
| 418 CERRILLOS RD STE 27 | SANTA FE | NM | 87501 | 509(A)(1) | HEALTHCARE | $5,000 |
| COMMUNITY FOUNDATION OF SOUTHERN NEW MEXICO | ||||||
| 301 S CHURCH ST STE H | LAS CRUCES | NM | 880013568 | 509(A)(1) | HEALTHCARE | $5,000 |
| DRUG POLICY ALLIANCE | ||||||
| 343 EAST ALAMEDA | SANTA FE | NM | 87501 | 509(A)(1) | HEALTHCARE | $5,000 |
| NEW MEXICO HEALTH EQUITY WORKING GROUP | ||||||
| 1312 BRYN MAWR NE | ALBUQUERQUE | NM | 87106 | 509(A)(1) | HEALTHCARE | $5,000 |
| NEW MEXICO PUBLIC HEALTH ASSOCIATION | ||||||
| PO BOX 26433 | ALBUQUERQUE | NM | 87125 | 509(A)(1) | HEALTHCARE | $5,000 |
| RIO GRANDE ALOCHOLISM TREATMENT PROGRAM | ||||||
| PO BOX 310 | EMBUDO | NM | 87531 | 509(A)(1) | HEALTHCARE | $2,500 |
| THINK NEW MEXICO | ||||||
| 1227 PASEO DE PERALTA | SANTA FE | NM | 87501 | 509(A)(1) | HEALTHCARE | $5,000 |
| VILLA THERESE CATHOLIC CLINIC | ||||||
| 219 CATHEDRAL PLACE | SANTA FE | NM | 87501 | 509(A)(1) | HEALTHCARE | $5,000 |
| GENDER IMPACTS POLICY | ||||||
| 7506B OLD SANTA FE TRAIL | SANTA FE | NM | 87505 | 509(A)(1) | HEALTHCARE | $5,000 |
| INSIDE OUT | ||||||
| 209B NORTH RIVERSIDE DRIVE | ESPANOLA | NM | 87532 | 509(A)(1) | HEALTHCARE | $5,000 |
| INTERFAITH LEAP | ||||||
| PO BOX 3220 | FAIRVIEW | NM | 87533 | 509(A)(1) | HEALTHCARE | $5,000 |
| CENTER OF PROTECTIVE ENVIRONMENT | ||||||
| 909 SOUTH FLORIDA AVE | ALAMOGORDO | NM | 88310 | 509(A)(1) | HEALTHCARE | $10,000 |
| LAS CUMBRES COMMUNITY SERVICES | ||||||
| 404 HUNTER STREET | ESPANOLA | NM | 87532 | 509(A)(1) | HEALTHCARE | $10,000 |
| EMBRACE INC | ||||||
| PO BOX 4425 | ROSWELL | NM | 88202 | 509(A)(1) | HEALTHCARE | $15,000 |
| NEW MEXICO ALLIANCE OF HEALTH COUNCILS | ||||||
| PO BOX 26433 | ALBUQUERQUE | NM | 87125 | 509(A)(1) | HEALTHCARE | $15,000 |
| FARM TO TABLE | ||||||
| 618 B PASEO DE PERALTA | SANTA FE | NM | 87501 | 509(A)(1) | HEALTHCARE | $15,000 |
| FIVE SANDOVAL INDIAN PUEBLOS INC | ||||||
| 1043 HIGHWAY 313 | BERNALILLO | NM | 870046912 | 509(A)(1) | HEALTHCARE | $7,500 |
| MOVE THE MOUNTAIN LEADERSHIP CENTER INC | ||||||
| 1908 TIERRA VIDA PLACE | ALBUQUERQUE | NM | 87107 | 509(A)(1) | HEALTHCARE | $7,500 |
| NATIONAL VETERANS WELLNESS & HEALING CENTER IN ANGEL FIRE | ||||||
| 551 E WASHINGTON | GRANTS | NM | 87020 | 509(A)(1) | HEALTHCARE | $5,000 |
| NEW MEXICO ALLIANCE FOR CHILDREN | ||||||
| PO BOX 1729 | ALTO | NM | 883121729 | 509(A)(1) | HEALTHCARE | $10,000 |
| AFRICAN AMERICAN HEALTH NETWORK | ||||||
| PO BOX 606 | BERNALILLO | NM | 870040606 | 509(A)(1) | HEALTHCARE | $15,000 |
| SENIOR CITIZENS' LAW OFFICE | ||||||
| 4317 LEAD AVENUE SE SUITE A | ALBUQUERQUE | NM | 87108 | 509(A)(1) | HEALTHCARE | $10,000 |
| CATRON COUNTY GRASSROOTS BEHAVORIAL HEALTH GROUP | ||||||
| PO BOX 813 | RESERVE | NM | 87830 | 509(A)(1) | HEALTHCARE | $5,000 |
| ALZHEIMER'S ASSOCIATION NM CHAPTER | ||||||
| 9500 MONTGOMERY BLVD NE SUITE 121 | ALBUQUERQUE | NM | 87111 | 509(A)(1) | HEALTHCARE | $15,600 |
| AMIGOS DEL VALLE | ||||||
| PO BOX 4057 | FAIRVIEW | NM | 87533 | 509(A)(1) | HEALTHCARE | $11,700 |
| BOYS AND GIRLS CLUB DEL NORTE | ||||||
| PO BOX 972 | CHIMAYO | NM | 87522 | 509(A)(2) 170(B)(1)( | HEALTHCARE | $11,700 |
| CANCER SERVICES OF NEW MEXICO | ||||||
| PO BOX 51735 | ALBUQUERQUE | NM | 871811735 | 509(A)(1) | HEALTHCARE | $11,700 |
| ADAPTIVE SKI PROGRAM | ||||||
| 1595 CAMINO LA CANADA | SANTA FE | NM | 87501 | 509(A)(1) | HEALTHCARE | $3,900 |
| LA CLINICA DEL PUEBLO DEL RIO ARRIBA | ||||||
| PO BOX 250 | TIERRA AMARILLA | NM | 87575 | 509(A)(1) | HEALTHCARE | $8,229 |
| FAMILY STRENGTHS NETWORK (FSN) | ||||||
| 1990 DIAMOND DRIVE | LOS ALAMOS | NM | 87544 | 509(A)(1) | HEALTHCARE | $4,805 |
| LAS CUMBRES COMMUNITY SERVICES | ||||||
| 404 HUNTER STREET | ESPANOLA | NM | 87532 | 509(A)(1) | HEALTHCARE | $15,600 |
| LOS ALAMOS FAMILY COUNCIL | ||||||
| 1505 15TH STREET SUITE C | LOS ALAMOS | NM | 87544 | 509(A)(1) | HEALTHCARE | $7,800 |
| UNIVERSITY OF NEW MEXICO EMERGENCY SERVICES ACADEMY | ||||||
| 700 LOMAS BLVD NE STE 108 | ALBUQUERQUE | NM | 87131 | 509(A)(1) | HEALTHCARE | $15,474 |
| LOS ALAMOS HEART COUNCIL INC | ||||||
| PO BOX 749 | LOS ALAMOS | NM | 875440749 | 509(A)(1) | HEALTHCARE | $15,600 |
| NEW MEXICO SUICIDE INTERVENTION PROJECT | ||||||
| PO BOX 6004 | SANTA FE | NM | 87502 | 509(A)(1) | HEALTHCARE | $11,700 |
| SELF HELP | ||||||
| 2390 NORTH ROAD | LOS ALAMOS | NM | 87544 | 509(A)(1) | HEALTHCARE | $15,600 |
| TEWA WOMEN UNITED | ||||||
| PO BOX 397 | SANTA CRUZ | NM | 87567 | 509(A)(1) | HEALTHCARE | $7,800 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Grant Or Contri Paid During Year | 351208 | TotGrantOrContriPaidDuringYear |
Grant Or Contri Approved For Future GrantOrContriApprovedForFuture (22 entries)
| Address Line1RecipientUSAddress/AddressLine1 | CityRecipientUSAddress/City | StateRecipientUSAddress/State | ZIP CodeRecipientUSAddress/ZIPCode | Recipient Foundation StatusRecipientFoundationStatus | Purpose Of Grant Or ContributionPurposeOfGrantOrContribution | AmountAmount |
|---|---|---|---|---|---|---|
| BOYS AND GIRLS CLUB DEL NORTE | ||||||
| PO BOX 972 | CHIMAYO | NM | 87522 | 509(A)(2) 170(B)(1)( | HEALTHCARE | $7,500 |
| CANCER SERVICES OF NEW MEXICO | ||||||
| PO BOX 51735 | ALBUQUERQUE | NM | 871811735 | 509(A)(1) | HEALTHCARE | $5,000 |
| COMING HOME CONNECTION | ||||||
| 418 CERRILLOS RD STE 27 | SANTA FE | NM | 87501 | 509(A)(1) | HEALTHCARE | $5,750 |
| FAMILY STRENGTHS NETWORK (FSN) | ||||||
| 1990 DIAMOND DRIVE | LOS ALAMOS | NM | 87544 | 509(A)(1) | HEALTHCARE | $3,250 |
| THE FAMILY YMCA | ||||||
| 1450 IRIS STREET | LOS ALAMOS | NM | 87544 | 509(A)(1) | HEALTHCARE | $10,000 |
| INTERFAITH LEAP | ||||||
| PO BOX 3220 | FAIRVIEW | NM | 87533 | 509(A)(1) | HEALTHCARE | $7,500 |
| LAS CUMBRES COMMUNITY SERVICES | ||||||
| 404 HUNTER STREET | ESPANOLA | NM | 87532 | 509(A)(1) | HEALTHCARE | $7,500 |
| NEW MEXICO SUICIDE INTERVENTION PROJECT | ||||||
| PO BOX 6004 | SANTA FE | NM | 87502 | 509(A)(1) | HEALTHCARE | $5,000 |
| LOS ALAMOS LIONS CLUB | ||||||
| PO BOX 199 | TAOS | NM | 875710199 | 509(A)(1) | HEALTHCARE | $6,000 |
| SELF HELP | ||||||
| 2390 NORTH ROAD | LOS ALAMOS | NM | 87544 | 509(A)(1) | HEALTHCARE | $5,000 |
| COLONIAS DEVELOPMENT COUNCIL | ||||||
| 1050 MONTE VISTA AVE | LAS CRUCES | NM | 88001 | 509(A)(1) | HEALTHCARE | $7,000 |
| COMING HOME CONNECTION | ||||||
| 418 CERRILLOS RD STE 27 | SANTA FE | NM | 87501 | 509(A)(1) | HEALTHCARE | $7,500 |
| EMBRACE INC | ||||||
| PO BOX 4425 | ROSWELL | NM | 88202 | 509(A)(1) | HEALTHCARE | $5,000 |
| EVE'S FUND FOR NATIVE AMERICAN HEALTH INITIATIVES | ||||||
| PO BOX 73 | DALTON | MA | 01227 | 509(A)(1) | HEALTHCARE | $5,422 |
| UNIVERSITY OF NEW MEXICO KUNM FM 899 | ||||||
| 700 LOMAS BLVD NE STE 108 | ALBUQUERQUE | NM | 87131 | 509(A)(1) | HEALTHCARE | $5,000 |
| LAS CUMBRES COMMUNITY SERVICES | ||||||
| 404 HUNTER STREET | ESPANOLA | NM | 87107 | 509(A)(1) | HEALTHCARE | $6,000 |
| MESILLA VALLEY COMMUNITY OF HOPE | ||||||
| 999 W AMADOR AVENUE | LAS CRUCES | NM | 88005 | 509(A)(1) | HEALTHCARE | $4,078 |
| MORA VALLEY COMMUNITY HEALTH SERVICES | ||||||
| PO BOX 209 | MORA | NM | 87732 | 509(A)(1) | HEALTHCARE | $5,000 |
| NEW MEXICO ASIAN FAMILY CENTER | ||||||
| 128 QUINCY | ALBUQUERQUE | NM | 87108 | 509(A)(1) | HEALTHCARE | $4,000 |
| NEW MEXICO DIRECT CAREGIVERS COALITION | ||||||
| PO BOX 26433 | ALBUQUERQUE | NM | 87125 | 509(A)(1) | HEALTHCARE | $3,750 |
| NOTAH BEGAY III FOUNDATION INC | ||||||
| 290 PRAIRIE STAR ROAD | SANTA ANA PUEBLO | NM | 870040606 | 509(A)(1) | HEALTHCARE | $3,750 |
| THE WELLNESS COALITION | ||||||
| 409 NORTH BULLARD | SILVER CITY | NM | 88061 | 509(A)(1) | HEALTHCARE | $6,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Grant Or Contri Approved Future | 125000 | TotGrantOrContriApprovedFuture |
Analysis Income Producing Acty AnalysisIncomeProducingActy
Int On Savings And Temp Cash Invst IntOnSavingsAndTempCashInvst
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 14 | ExclusionCode |
| Exclusion | $624 | ExclusionAmount |
Dividends And Int From Sec Part VII DividendsAndIntFromSecPartVII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 14 | ExclusionCode |
| Exclusion | $926,207 | ExclusionAmount |
Gain Sales Assets Oth Than Invntry GainSalesAssetsOthThanInvntry
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 18 | ExclusionCode |
| Exclusion | $417,515 | ExclusionAmount |
Net Income Loss From Special Events NetIncomeLossFromSpecialEvents
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Income | -1572 | RelatedOrExemptFunctionIncome |
Other Revenue Described OtherRevenueDescribed
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | OTHER INCOME | Description |
| Exclusion Code | 01 | ExclusionCode |
| Exclusion | $750 | ExclusionAmount |
Subtotals Part XVIA SubtotalsPartXVIA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Income | $0 | UnrelatedBusinessIncomeAmount |
| Exclusion | $1,345,096 | ExclusionAmount |
| Related Or Exempt Function Income | -1572 | RelatedOrExemptFunctionIncome |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Part XVIA | 1343524 | TotalPartXVIA |
Rln Of Acty To Accom Of Exempt Prps RlnOfActyToAccomOfExemptPrps
Rln Of Acty To Accom Of Exempt Prps RlnOfActyToAccomOfExemptPrps
| Field | Value | IRS element (for citing) |
|---|---|---|
| Line Number | 9 | LineNumber |
| Relationship Statement | GRANTEE RECOGNITION EVENT | RelationshipStatement |
Trnsfr Tr Rln With Noncharitable EO TrnsfrTrRlnWithNoncharitableEO
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Noncharitable EO | 0 | TrnsfrOfCashToNoncharitableEO |
| Trnsfr Oth Assets Noncharitable EO | 0 | TrnsfrOthAssetsNoncharitableEO |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssets |
| Purchase Assets Noncharitable EO | 0 | PurchaseAssetsNoncharitableEO |
| Rental Of Facilities Etc | 0 | RentalOfFacilitiesEtc |
| Reimbursement Arrangements | 0 | ReimbursementArrangements |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuarantees |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtc |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtc |
| Relationships Noncharitable E Os | 0 | RelationshipsNoncharitableEOs |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | X | Organization501c3ExemptPF |
| General Rule | X | GeneralRule |
Contributor Info ContributorInfo (6 entries)
| Contributor NumberContributorNumber | Contributor Name IndividualContributorNameIndividual | Address Line1ContributorAddressUS/AddressLine1 | CityContributorAddressUS/City | StateContributorAddressUS/State | ZIP CodeContributorAddressUS/ZIPCode | Aggregate ContributionsAggregateContributions | Person Contribution TypePersonContributionType |
|---|---|---|---|---|---|---|---|
| 1 | GRANTMAKERS IN HEALTH | 1100 CONNECTICUT AVE NW STE 1200 | WASHINGTON | DC | 20036 | 37500 | X |
| 2 | WK KELLOGG FOUNDATION | ONE MICHIGAN AVE EAST | BATTLE CREEK | MI | 49017 | 200000 | X |
| 3 | CONVERGENCE PARTNERSHIP OF TIDES FO | PO BOX 29198 | SAN FRANCISCO | CA | 941290198 | 25000 | X |
| 4 | NM BOARD OF NURSING NURSING EXCELLE | 3200 CARLISLE NE SUITE 205 | ALBUQUERQUE | NM | 87110 | 20000 | X |
| 5 | CENTURY BANK | 498 N GUADALUPE ST | SANTA FE | NM | 87501 | 5000 | X |
| 6 | GRANTMAKERS IN AGING ENGAGEMENT INI | 2001 JEFFERSON DAVIS HIGHWAY SUITE | ARLINGTON | VA | 22202 | 28500 | X |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees AccountingFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Amount | $48,489 | Amount |
| Net Investment Income | 24245 | NetInvestmentIncome |
| Disbursements Charitable Prps | 24245 | DisbursementsCharitablePrps |
Depreciation Schedule DepreciationSchedule
Depreciation Depreciation (4 entries)
| Description Of PropertyDescriptionOfProperty | Date AcquiredDateAcquired | Cost Or Other BasisCostOrOtherBasis | Prior Years DepreciationPriorYearsDepreciation | RateRate | Current Year ExpenseCurrentYearExpense | Net Investment IncomeNetInvestmentIncome |
|---|---|---|---|---|---|---|
| FURNITURE & FIXTURES | 2005-02-28 | 37890 | 37890 | 0.000000000000 | 0 | 0 |
| MACHINERY & EQUIPMENT | 2010-10-28 | 64089 | 30714 | 0.000000000000 | 3776 | 0 |
| BUILDING | 2005-04-01 | 886988 | 173058 | 0.000000000000 | 23890 | 0 |
| LAND | 2004-04-26 | 119000 | 0.000000000000 | 0 | 0 |
Distribution From Corpus Election DistributionFromCorpusElection
| Field | Value | IRS element (for citing) |
|---|---|---|
| Election | FOR THE TAXABLE YEAR ENDING DECEMBER 31, 2012 AS DISTRIBUTIONS OUT OF CORPUS IN CONNECTION WITH THE "PASS THROUGH" REQUIREMENTS IMPOSED UPON THE FOUNDATION UNDER TREASURY REG. SECTION 53.4942(A)-3(C). THIS REDUCTION IN CORPUS REPRESENTS DISTRIBUTIONS MADE TO THE FOUNDATION DURING THE YEAR ENDED DECEMBER 31, 2012 BY THE FOLLOWING DONORS: | Election |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corp Stock InvestmentsCorpStock
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY Book Value | 22386224 | EOYBookValue |
| EOYFMV | 22386224 | EOYFMV |
Land Etc Schedule2 LandEtcSchedule2
Land Etc LandEtc
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | OTHER | CategoryOrItem |
| Cost Or Other Basis | 1107967 | CostOrOtherBasis |
| Accumulated Depreciation | 269328 | AccumulatedDepreciation |
| Book Value | 838639 | BookValue |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Amount | $595 | Amount |
| Net Investment Income | 149 | NetInvestmentIncome |
| Disbursements Charitable Prps | 446 | DisbursementsCharitablePrps |
Other Assets Schedule OtherAssetsSchedule
Other Assets OtherAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | INTEREST RECEIVABLE | Description |
| BOY Book Value | 177 | BOYBookValue |
| EOY Book Value | 44 | EOYBookValue |
| EOYFMV | 44 | EOYFMV |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses OtherExpenses (15 entries)
| DescriptionDescription | Revenue And Expenses Per BooksRevenueAndExpensesPerBooks | Net Investment IncomeNetInvestmentIncome | Disbursements Charitable PrpsDisbursementsCharitablePrps |
|---|---|---|---|
| ADVERTISING | 992 | 0 | 992 |
| BANK CHARGES | 777 | 0 | 777 |
| CONTRACT LABOR | 1798 | 0 | 11356 |
| CONTRIBUTIONS | 21000 | 0 | 21000 |
| DUES & SUBSCRIPTIONS | 11028 | 2757 | 8271 |
| EQUIPMENT & SOFTWARE | 16524 | 4131 | 12393 |
| EQUIPMENT MAINT/RENTAL | 22109 | 5527 | 16582 |
| INSURANCE | 8467 | 2117 | 6350 |
| INVESTMENT FEES | 79655 | 79655 | 0 |
| MEALS | 5069 | 634 | 4351 |
| OFFICE EXPENSE | 11690 | 2923 | 8768 |
| POSTAGE & DELIVERY | 2051 | 513 | 1538 |
| SECURITY | 1680 | 420 | 1260 |
| WEBSITE | 1622 | 0 | 1622 |
| SPECIAL EVENT COSTS | 10220 | 0 | 10220 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income OtherIncome (2 entries)
| DescriptionDescription | Revenue And Expenses Per BooksRevenueAndExpensesPerBooks | Adjusted Net IncomeAdjustedNetIncome |
|---|---|---|
| OTHER INCOME | 750 | 750 |
| GROSS INCOME FROM SPECIAL FUNDRAISING EVENTS | 8648 | 8648 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases OtherIncreases
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | UNREALIZED GAINS | Description |
| Amount | $1,525,200 | Amount |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees OtherProfessionalFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Amount | $180,430 | Amount |
| Net Investment Income | 0 | NetInvestmentIncome |
| Disbursements Charitable Prps | 180430 | DisbursementsCharitablePrps |
Taxes Schedule TaxesSchedule
Taxes Taxes (3 entries)
| CategoryCategory | AmountAmount | Net Investment IncomeNetInvestmentIncome | Disbursements Charitable PrpsDisbursementsCharitablePrps |
|---|---|---|---|
| PAYROLL TAXES | $24,452 | 6113 | 18339 |
| EXCISE TAXES | $22,410 | 22410 | 0 |
| FOREIGN TAXES | $136 | 32 | 102 |
Comments