2011-11-03T15:56:53-05:00 2010-12-31 CLIFTON GUNDERSON LLP 500 MARQUETTE NW SUITE 800 ALBUQUERQUE NM 87102 990 2010-01-01 742853972 LOS ALAMOS NATIONAL LABORATORY FOUNDATION LOSA 5057538890 1112 PLAZA DEL NORTE ESPANOLA NM 87532 CATHERINE MARTINEZ-BERRYHILL 5057538890 2011-11-01 1 STEPHEN E LIVINGSTON CPA 5058428290 2010 2016-03-07 17:11:31Z SUSAN HERRERA 1112 PLAZA DEL NORTE ESPANOLA NM 87532 5258617 0 X WWW.LANLFOUNDATION.ORG X 1997 NM THE FOUNDATION'S MOST SIGNIFICANT ACTIVITIES ARE PROVIDING FUNDS FOR THE SUPPORT OF CHARITABLE AND EDUCATIONAL ACTIVITIES IN NORTHERN NEW MEXICO. 18 18 18 75 42496 -1847 4206078 4182222 189657 0 1037559 1023624 -12284 -12375 5421010 5193471 3952265 3412729 0 0 685039 882509 0 0 236511 1303231 1449159 5940535 5744397 -519525 -550926 60114102 65078773 1840955 1960867 58273147 63117906 X THE FOUNDATION WAS ORGANIZED FOR THE PURPOSE OF RECEIVING AND ADMINISTERING GIFTS AND GRANTS DEDICATED TO THE SUPPORT OF CHARITABLE AND EDUCATIONAL PUBLIC SERVICE ACTIVITIES IN NORTHERN NEW MEXICO. 1 0 2625000 2625000 EDUCATIONAL ENRICHMENT GRANTS ARE GIVEN TO SCHOOL DISTRICTS IN THE SEVEN NORTHERN NEW MEXICO COUNTIES (EXCEPT LOS ALAMOS). 366455 366455 EDUCATIONAL OUTREACH GRANTS ARE MADE TO NONPROFIT ORGANIZATIONS THAT DO STEM WORK - SCIENCE, TECHNOLOGY, MATH, AND ENGINEERING. 324137 324137 ACADEMIC SCHOLARSHIPS ARE PROVIDED TO STUDENTS PURSUING UNDERGRADUATE DEGREES IN SCIENCE, ENGINEERING, OR OTHER FIELDS THAT ARE CRUCIAL TO THE SUCCESS OF THE LABORATORY. ALL RECIPIENTS LIVE IN ONE OF THE SEVEN NORTHERN NEW MEXICO COUNTIES, INCLUDING LOS ALAMOS. 131204 FOUNDATION DONATIONS SUPPORT THE MATH & SCIENCE ACADEMY. 97137 97137 COMMUNITY OUTREACH GRANTS WENT TO NONPROFITS IN NEED OF FUNDING TO COMPLETE PROJECTS WHICH MEET A CRITICAL NEED IN THE COMMUNITY. 294546 THE FIRST BORN PROGRAM PROVIDES EDUCATIONAL HOME VISITATIONS TO IMPROVE THE HEALTH AND WELLNESS OF FIRST-TIME FAMILIES AND BUILD FAMILY STRENGTHS AND COMPETENCIES THROUGH EFFECTIVE COMMUNITY RELATIONSHIPS. 178000 REGIONAL EDUCATION QUALITY CENTER 89662 INQUIRY SCIENCE EDUCATION CONSORTIUM 812267 PROGRAM OPERATING EXPENSES ALLOCABLE TO ALL PROGRAMS 1602816 97137 4918408 1 1 0 0 0 0 0 0 1 1 0 0 0 1 1 0 1 0 0 0 0 0 0 1 0 0 1 1 1 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 1 34 0 1 18 1 1 1 0 0 0 0 0 0 0 0 0 X 18 18 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 NM X X THE ORGANIZATION 5057538890 1112 PLAZA DEL NORTE ESPANOLA NM 87532 JULIE ABEYTA 1.00 X 0 0 0 CATHERINE ALLEN 1.00 X 0 0 0 PAULA BARON 1.00 X 0 0 0 RAYMOND CHAVEZ 1.00 X 0 0 0 DON COBB 1.00 X 0 0 0 JERRY ETHRIDGE 1.00 X 0 0 0 JEFFREY HOWELL 1.00 X 0 0 0 WAYNE KENNEDY 1.00 X 0 0 0 RICH MARQUEZ 1.00 X 0 0 0 GINGER RICHARDSON 1.00 X 0 0 0 ROD SANCHEZ 1.00 X 0 0 0 MARY LOUISE WILLIAMS 1.00 X 0 0 0 SUSAN SEESTROM 2.00 X X 0 0 0 LIDDIE MARTINEZ 2.00 X X 0 0 0 CATHERINE MARTINEZ BERRYHILL 2.00 X X 0 0 0 WILLARD WADT 2.00 X X 0 0 0 DIANA MACARTHUR 2.00 X X 0 0 0 MICHAEL ANASTASIO 1.00 X 0 0 0 SUSAN HERRERA 40.00 X X 128553 0 34653 WENDY POMEROY 40.00 X 81267 0 15159 MIHAELA POPA-SIMIL 40.00 X 75075 0 23540 PATRICK SCOTT 40.00 X 32959 0 1341 TONY FOX 40.00 X 75260 0 24613 393114 0 99306 1 0 1 0 0 40100 2578775 1563347 1375 4182222 960468 960468 42496 42496 42496 42496 63156 63156 63156 63156 10275 40100 65146 -54871 -54871 5193471 0 42496 968753 3088592 3088592 324137 324137 393114 122530 196585 73999 286383 192983 92333 1067 33261 13803 15799 3659 116332 50657 53044 12631 53419 22169 25374 5876 18406 6826 11580 26945 11182 12799 2964 192441 106217 6564 79660 9604 4812 4792 100076 62856 27063 10157 5188 1468 1070 2650 39439 30095 7587 1757 26949 15235 7346 4368 13776 8529 3926 1321 81885 40387 33695 7803 119092 69796 39946 9350 18424 7646 8751 2027 FIRST BORN 294546 294546 REGIONAL EDUCATIONAL QU 178000 178000 MATH AND SCIENCE ACADEM 131204 131204 SRC 61123 61123 PROFESSIONAL DEVELOPMEN 38490 6598 31892 93571 67017 9332 17222 5744397 4918408 589478 236511 10404 62982 1453560 992805 401419 296805 12665 7525 55384 2076366 379052 1574601 1697314 56651353 61965958 10100 0 60114102 65078773 103544 72003 610466 736822 59166 17098 1932 1097420 1087374 8857 3570 3570 1840955 1960867 X 402567 691178 14839564 19330294 43031016 43096434 58273147 63117906 60114102 65078773 X -550926 5395685 X X 0 1 1 X 1 1 X 2771929 4624031 4709337 4206078 4182222 20493597 2771929 4624031 4709337 4206078 4182222 20493597 4299184 16194413 1521697 1631038 1779433 1020620 1023624 6976412 27470009 943659 0.58950 0.27550 X SEE SCHEDULE O. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 0 5744397 5744397 437220 109305 0 0 399356 421258 421703 437220 1679537 2519306 99839 105315 105426 109305 419885 629828 0 0 56651353 65417 5290688 41500 61965958 48694337 75123 7919893 38000 56651353 65664796 56729 -16784534 242654 48694337 0.29000 0.71000 1 0 165711 165711 1308740 88105 1220635 404478 179388 225090 197437 111559 85878 1697314 SECURITY DEPOSIT 3570 3570 5193471 5744397 -550926 5395685 5395685 4844759 10762059 5395685 107757 65146 5568588 5193471 0 5193471 5917300 107757 65146 172903 5744397 0 5744397 DESCRIPTION OF INTENDED USE OF ENDOWMENT FUNDS: PART V, LINE 4: ENDOWMENT FUNDS ARE RESTRICTED TO USE FOR EDUCATIONAL ENRICHMENT AND SCHOLARSHIPS. DESCRIPTION OF UNCERTAIN TAX POSITIONS UNDER FIN 48: PART X: AS OF DECEMBER 31, 2010, THE ORGANIZATION PERFORMED A REVIEW OF ITS MATERIAL TAX POSITIONS IN ACCORDANCE WITH RECOGNITION AND MEASUREMENT STANDARDS ESTABLISHED BY GAAP. AS A RESULT OF THIS REVIEW, THE FOUNDATION QUALIFIED AS A TAX EXEMPT ORGANIZATION UNDER SECTION 501(C)(3) OF THE IRC AND DID NOT IDENTIFY ANY ENTITY LEVEL TAX POSITIONS THAT WOULD NOT MEET THE MORE-LIKELY-THAN-NOT THRESHOLD. PART XII, LINE 2D - OTHER ADJUSTMENTS: SPECIAL EVENT EXPENSES 65,146. PART XIII, LINE 2D - OTHER ADJUSTMENTS: SPECIAL EVENT EXPENSES 65,146. ANNUAL CONFERENCE 50375 40100 10275 53264 11882 50375 40100 10275 53264 11882 65146 -54871 1 BERNALILLO PUBLIC SCHOOLS 224 N CAMINO DEL PUEBLO BERNALILLO NM 87004 856000791 54670 0 INNOVATIVE STEM PROGRAMS FOR HIGH NEED STUDENTS CHAMA VALLEY INDEPENDENT SCHOOLS PO BOX 10 TIERRA AMARILLA NM 87575 850194573 6330 0 CHAMA VALLEY TECHNOLOGY ACROSS THE CURRICULUM PROJECT ESPANOLA PUBLIC SCHOOLS 714 DON DIEGO ESPANOLA NM 87532 856000289 1146929 0 EPS TECHNOLOGY JEMEZ MOUNTAIN SCHOOLS PO BOX 230 GALLINA NM 87017 850170973 32227 0 SHORT CYCLE ASSESSMENT/AFTER SCHOOL ACTIVITIES JEMEZ VALLEY PUBLIC SCHOOLS 8501 HIGHWAY 4 JEMEZ PUEBLO NM 87024 856003713 93804 0 IMPROVING MATH, SCIENCE & TECHNOLOGY EDUCATION LAS VEGAS CITY SCHOOLS 901 DOUGLAS AVENUE LAS VEGAS NM 87701 856000150 9208 0 STEM CAREERS IN HEALTH AND MEDICINE MESA VISTA CONSOLIDATED SCHOOLS 1253A HIGHWAY 554 PO BOX 6 EL RITO NM 87530 850198946 49491 0 NORTHERN NEW MEXICO SCIENCE EDUCATION CONSORTIUM PECOS INDEPENDENT SCHOOLS PO BOX 368 PECOS NM 87552 856000425 5179 0 TECHNOLOGY AND ENGINEERING PENASCO INDEPENDENT SCHOOLS PO BOX 520 PENASCO NM 87553 856000427 33378 0 EXPEDITIONARY SCIENCE LEARNING PROGRAM POJOAQUE VALLEY SCHOOLS 1574 STATE ROAD 502 SANTA FE NM 87506 850166355 187031 0 EDUCATION TECHNOLOGY UPGRADE RIO RANCHO PUBLIC SCHOOLS 500 LASER RD NE RIO RANCHO NM 87124 850414272 91501 0 SPD-4-S.T.E.M. SECONDARY PROFESSIONAL DEVELOPMENT FOR SCIENCE, TECHNOLOGY, ENGINEERING AND MATHEMATICS SANTA FE INDIAN SCHOOL PO BOX 5340 SANTA FE NM 87502 850346497 14629 0 SFIS RENEWABLE ENERGY OUTDOOR LABORATORY SANTA FE PUBLIC SCHOOLS 610 ALTA VISTA SANTA FE NM 87505 856000169 864369 0 SANTA FE PUBLIC SCHOOLS LANL SCIENCE INITIATIVE TAOS MUNICIPAL SCHOOLS 213 PASEO DEL CANON TAOS NM 87571 015082990 32802 0 EMBEDDING TECHNOLOGY INTO THE MATH CURRICULUM INNOVATE-EDUCATE NM PO BOX 9919 SANTA FE NM 87504 263205739 5000 0 INNOVATIONS IN LEADERSHIP AND LEARNING IN NNM CONFERENCE BOYS AND GIRLS CLUBS DEL NORTE PO BOX 972 CHIMAYO NM 87522 020636404 15000 0 POWER HOUR CAMINO DE PAZ CENTER 03A CAMINO DE PAZ PO BOX 669 SANTA CRUZ NM 87567 043762309 15000 0 CDP APPLIED MATHEMATICS, COMPUTATIONAL FLUENCY IN SCIENCE, ECONOMICS, ACCOUNTING, ENGINEERING. ESPANOLA PUBLIC SCHOOLS PO BOX 40 DIXON NM 87527 856000289 15000 0 MATH AND SCIENCE ENRICHMENT FRIENDS OF THE SANTA FE PUBLIC LIBRARY 145 WASHINGTON AVENUE SANTA FE NM 87501 510161692 6000 0 AFTER SCHOOL SCIENCE PROGRAMMING AT THE SANTA FE PUBLIC LIBRARY INSTITUTE OF AMERICAN INDIAN ARTS FOUNDATION 83 AVAN NU PO ROAD SANTA FE NM 87508 850377670 15000 0 BRIDGING TO STEM THROUGH IMMERSIVE MEDIA NEW MEXICO STATE UNIVERSITY PO BOX 1310 LAS VEGAS NM 87701 856000150 15000 TOWARDS CLEANER WATER: AN ECOLOGY ENRICHMENT PROGRAM NEW MEXICO MESA INC 2808 CENTRAL SE STE 122 ALBUQUERQUE NM 87106 850371954 15000 BUILDING TOMORROW'S ENGINEERS, MATHEMATICIANS AND SCIENTISTS ... TODAY! PAJARITO ENVIRONMENTAL EDUCATION CENTER PO BOX 547 LOS ALAMOS NM 87544 850478101 11100 ENVIRONMENTAL BIOLOGY SUMMER PROGRAM FOR HIGH SCHOOL STUDENTS RANCHOS ELEMENTARY SCHOOL 200 SANDERS LANE RANCHOS DE TAOS NM 87557 856000179 15000 POWERING OUR WORLD: ENERGY SCIENCE EDUCATION IN THE ELEMENTARY CLASSROOM SANTA FE CHILDREN'S MUSEUM 1050 OLD PECOS TRAIL SANTA FE NM 87505 850335070 15000 SCIENCE EDUCATION PROGRAM AND SCIENCE OUTREACH TRUCHAS SERVICES CENTER INC PO BOX 330 TRUCHAS NM 87578 237319699 5000 0 TRUCHAS SUMMER SCIENCE CAMP VECINOS DEL RIO PO BOX 407 VELARDE NM 87582 850464041 15000 0 MESA PRIETA PETROGLYPH PROJECT (MPPP) PARTNERS IN EDUCATION FOUNDATION FOR SANTA FE PUBLIC SCHOOLS 1114 HICKOX STREET UNIT G SANTA FE NM 87505 850392417 15000 0 PROJECT-BASED LEARNING LAB SCHOOL AND PRE-SERVICE TRAINING CANONES EARLY CHILDHOOD CENTER PO BOX 55 CANONES NM 87516 850367878 15000 0 MATH LITERACY OUTREACH EIGHT NORTHERN INDIAN PUEBLOS COUNCIL INC 19 INDUSTRIAL PARK 3 SANTA FE NM 87506 850196692 15000 0 EXPANDING THE "BRIDGE TO COLLEGE" UNIVERSITY OF NEW MEXICO 1157 COUNTRY ROAD 110 RANCHOS DE TAOS NM 87557 856000642 15000 0 COMPUTER LITERACY/MATH AND SCIENCE EDUCATION FOR LIMITED-LITERACY ADULTS THE FOUNDATION FOR MONTE DEL SOL CHARTER SCHOOL PO BOX 4068 SANTA FE NM 87502 850456767 10000 0 CONNECT: A BRIDGE TO HIGH SCHOOL POJOAQUE VALLEY SCHOOLS 1574 STATE ROAD 502 SANTA FE NM 87506 850166355 15000 0 SCIENCE AND MATH FAIR INITIATIVE PUEBLO DE SAN ILDEFONSO EDUCATION AND YOUTH DEPARTMENT ROUTE 5 BOX 315A SANTA FE NM 87506 850232968 15000 0 ORGANIC GARDEN AND PRESENTATION SERIES PUEBLO OF POJOAQUE BOYS & GIRLS CLUB 101 A LIGHTNING LOOP SANTA FE NM 87506 850219423 15000 0 MIRACLES ACADEMY BOSQUE SCHOOL 4000 LEARNING ROAD NW ALBUQUERQUE NM 87120 850420092 15000 0 BECOMING WATERSHED WISER NM MATH & SCIENCE ADVISORY COUNCIL PED MATH & SCIENCE BUREAU 300 DON GASPAR SANTA FE NM 87501 208879193 10000 0 CORE OPERATING SUPPORT SANTA FE COMMUNITY COLLEGE 6401 RICHARDS AVENUE SANTA FE NM 87508 850311615 15000 0 TEACHER EFFICACY IN SCIENCE THROUGH PROJECT-BASED LEARNING SANTA FE INDIAN SCHOOL PO BOX 5340 SANTA FE NM 87502 850346497 15000 0 CENAC SCIENCE FAIR AND SCHOOL REFORM RALLY PARTNERS IN EDUCATION 610 ALTA VISTA SANTA FE NM 87505 850392417 15000 0 TEACHER HONORARIA ESPANOLA PUBLIC SCHOOLS 111 EL LLANO ROAD ESPANOLA NM 87532 856000289 15000 0 EVHS AUTOCAD CURRICULUM 41 0 SCHOLARSHIPS WERE AWARDED TO NORTHERN NEW MEXICO HIGH SCHOOL STUDENTS TO ATTEND THE COLLEGE OF THEIR CHOICE. MOST AWARDS ARE MULTI-YEAR AWARDS. 158 324137 0 X 0 0 0 0 0 0 0 0 0 SUSAN HERRERA 123588 0 4965 0 0 0 10284 0 24369 0 163206 0 0 0 NEW PROGRAM SERVICES FORM 990, PART III, LINE 2 ISEC (INQUIRY SCIENCE EDUCATION CONSORTIUM) IS A REGIONAL PROGRAM WITH THE GOAL OF PROVIDING INQUIRY SCIENCE INSTRUCTION TO IMPROVE PERFORMANCE OF HIGH-NEED STUDENTS IN GRADES K-6. A SECOND COMPONENT OF THE PROGRAM IS THAT TEACHERS IN THE PROGRAM RECEIVE ONGOING PROFESSIONAL DEVELOPMENT WITH THE INQUIRY MATERIALS AND METHODS OF INSTRUCTION. TEACHERS ARE ALSO SUPPORTED IN CLASS BY SCIENCE LITERACY COACHES (SLC'S) WHO TEACH MODEL LESSONS, OBSERVE LESSONS AND PROVIDE FEEDBACK, MEET WITH INDIVIDUALS AND GROUPS OF TEACHERS, AND ASSIST IN DATA COLLECTION FOR THE ON-GOING ISEC EVALUATION. FORM 990, PART VI, SECTION B, LINE 11 A DRAFT IS SENT BY EMAIL TO ALL BOARD MEMBERS FOR THEIR INFORMATION AND OPTIONAL REVIEW. BASED ON RECOMMENDATIONS FROM THE FINANCE COMMITTEE AND ANY INPUT FROM OTHER BOARD MEMBERS, THE BOARD APPROVES THE FORM 990 AND THE TREASURER IS AUTHORIZED TO SIGN IT ON BEHALF OF THE BOARD. FORM 990, PART VI, SECTION B, LINE 12C AN ANNUAL REVIEW IS MADE BY THE BOARD OF THE CONFLICT OF INTEREST POLICY AND MEMBERS ARE REQUIRED TO DISCLOSE ANY CONFLICTS OF INTEREST IF THEY ARISE DURING THE YEAR. FORM 990, PART VI, SECTION B, LINE 15 IN CONSULTATION WITH THE CEO, THE EXECUTIVE COMMITTEE WILL ESTABLISH ANNUAL PERFORMANCE GOALS FOR THE CEO. THE EXECUTIVE COMMITTEE WILL EVALUATE THE ANNUAL PERFORMANCE OF THE CEO. THE EXECUTIVE COMMITTEE WILL REVIEW THE CEO'S PERFORMANCE SELF ASSESSMENT AND PROVIDE INPUT TO THE PRESIDENT WHO WILL DEVELOP THE ANNUAL PERFORMANCE EVALUATION. RESULTS OF THE PERFORMANCE EVALUATION WILL BE USED BY THE EXECUTIVE COMMITTEE TO SET ANNUAL COMPENSATION, INCLUDING SALARY AND BONUS CONSIDERATIONS. IN A GIVEN YEAR, WHEN THE BOARD APPROVES A CEO INCENTIVE BONUS POOL, IT WILL BE PERFORMANCE BASED. THE ORGANIZATION COMPLETES AN ANNUAL SURVEY OF REGIONAL FOUNDATIONS' STAFF SALARIES AND COMPARES IT WITH COF ANNUAL SURVEY ON COMPENSATION, WHEN DETERMINING STAFF'S COMPENSATION. FORM 990, PART VI, SECTION C, LINE 19 THE GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS ARE AVAILIABLE ON THE ORGANIZATION'S WEBSITE. CHANGES IN NET ASSETS OR FUND BALANCES: FORM 990, PART XI, LINE 5: NET UNREALIZED GAINS ON INVESTMENTS: 5,395,685. SELECTION OF INDEPENDENT ACCOUNTANT FORM 990, PART XII, LINCE 2C: THE PROCESS FOR SELECTION OF AN INDEPENDENT ACCOUNTANT HAS NOT CHANGED. RECLASSIFICATION OF SUPPORT RECEIVED FROM GOVERNMENTAL AGENCY: SCHEDULE A, PAGE 2, PART II, LINE 5: LOS ALAMOS NATIONAL SECURITY, LLC (LANS) OPERATES LOS ALAMOS NATIONAL LABORATORY FOR THE NATIONAL NUCLEAR SECURITY ADMINISTRATION OF THE UNITED STATES DEPARTMENT OF ENERGY (DOE/NNSA). LANS HAS ENTERED INTO 2 FUNDING AGREEMENTS WITH THE LOS ALAMOS NATIONAL LABORATORY FOUNDATION AS FOLLOWS: LANS IA #0058 - THIS IS A FUNDING AGREEMENT WHEREBY THE FUNDS THAT ARE DISBURSED TO THE LANL FOUNDATION BY LANS ARE DIRECTLY REIMBURSED BY THE DOE AND THIS FUNDING AGREEMENT IS CONTINGENT UPON SUFFICIENT APPROPRIATIONS AND AUTHORIZATIONS BEING MADE BY THE U.S. GOVERNMENT FOR PERFORMANCE OF THIS AGREEMENT. FURTHERMORE, ALL EXPENDITURES OF FUNDS UNDER THIS AGREEMENT ARE SUBJECT TO APPROVAL BY THE DOE/NNSA AND ARE SUBJECT TO THE AUDIT REQUIREMENTS FOR FEDERAL AWARDS AS SET FORTH IN THE SINGLE AUDIT ACT AND OMB CIRCULAR A-133. AS A RESULT, THE SOURCE OF THE FUNDS RECEIVED UNDER THIS FUNDING AGREEMENT #0058 IS A GOVERNMENTAL AGENCY (DOE/NNSA) AND LANS IS MERELY A CONDUIT THAT THESE FUNDS PASS THROUGH. LANS IA #0066 - THIS IS A FUNDING AGREEMENT WITH LANS THAT SUPPORTS A NUMBER OF PROGRAMS OF THE FOUNDATION. THESE FUNDS ARE NOT REIMBURSABLE BY THE DOE/NNSA PURSUANT TO THE AGREEMENT AND, AS A RESULT, IS FUNDING PROVIDED BY LANS. IN PRIOR YEARS, THE FUNDING UNDER BOTH AGREEMENTS WAS TREATED AS SUPPORT RECEIVED FROM LANS, A PRIVATE COMPANY, AND THE EXCESS FUNDING WAS REPORTED ON LINE 5 OF PART II OF SCHEDULE A IN ERROR. ONLY THE FUNDING UNDER AGREEMENT #0066 SHOULD HAVE BEEN TREATED AS FROM A PRIVATE COMPANY. THE FUNDING UNDER AGREEMENT #0058 SHOULD HAVE BEEN TREATED AS RECEIVED FROM A GOVERNMENTAL AGENCY AS EXPLAINED PREVIOUSLY AND EXCLUDED FROM THE SCHEDULE A, PART II, LINE 5 CALCULATION SINCE IT QUALIFIES AS GOVERNMENTAL PUBLIC SUPPORT RECEIVED. THE SCHEDULE A, PART II, LINE 5 CALCULATION FOR THE 5-YEAR PERIOD REPORTED IN THE CURRENT YEAR (2006 THROUGH 2010) HAS BEEN RECALCULATED TO EXLUDED THE GRANTS RECEIVED UNDER AGREEMENT #0058 SINCE THIS SOURCE OF THESE FUNDS WAS THE DOE GOVERNMENTAL AGENCY FUNDING AND, THEREFORE, THESE FUNDS WERE RECEIVED FROM A GOVERNMENTAL AGENCY. THE PUBLIC SUPPORT PERCENTAGE REPORTED IN PART II OF SCHEDULE A, LINE 14, HAS INCREASED DUE TO CORRECTING THE CLASSIFICATION OF THE GOVERNMENTAL SUPPORT AND THE FOUNDATION MEETS THE PUBLIC SUPPORT TEST FOR 2010. THE FOUNDATION HAS NOT RESTATED LINE 15 IN PART II OF SCHEDULE A. IF THIS NUMBER WERE CORRECTED, THE FOUNDATION'S SUPPORT WOULD ALSO EXCEED THE REQUIRED 33 1/3% MINIMUM SUPPORT REQUIREMENT FOR 2009. BUILDING EQUITY LLC 1112 PLAZA DEL NORTE ESPANOLA NM 87532 208699677 OPERATE BUILDING OCCUPIED BY FOUNDATION & ONE OTHER TENANT NM 135116 1408949