Instrumentl eFile Render
Object ID: 202421729349101112 - Rendered 2024-12-14
TIN: 36-6062451
Form
990-PF
Department of the Treasury
Internal Revenue Service
Return of Private Foundation
or Section 4947(a)(1) Trust Treated as Private Foundation
Do not enter social security numbers on this form as it may be made public.
Go to
www.irs.gov/Form990PF
for instructions and the latest information.
OMB No. 1545-0047
20
23
Open to Public Inspection
For calendar year 2023, or tax year beginning
01-01-2023
, and ending
12-31-2023
Name of foundation
LANNAN FOUNDATION
Number and street (or P.O. box number if mail is not delivered to street address)
313 READ STREET
Room/suite
City or town, state or province, country, and ZIP or foreign postal code
SANTA FE
,
NM
875012628
A Employer identification number
36-6062451
B
Telephone number (see instructions)
(505) 986-8160
C
If exemption application is pending, check here
G
Check all that apply:
Initial return
Initial return of a former public charity
Final return
Amended return
Address change
Name change
D 1.
Foreign organizations, check here.............
2
. Foreign organizations meeting the 85%
test, check here and attach computation ...
E
If private foundation status was terminated
under section 507(b)(1)(A), check here .......
H
Check type of organization:
Section 501(c)(3) exempt private foundation
Section 4947(a)(1) nonexempt charitable trust
Other taxable private foundation
F
If the foundation is in a 60-month termination
under section 507(b)(1)(B), check here .......
I
Fair market value of all assets at end
of year (from Part II, col. (c),
line 16)
$
121,044,847
J
Accounting method:
Cash
Accrual
Other (specify)
(Part I, column (d) must be on cash basis.)
Part I
Analysis of Revenue and Expenses
(The total of amounts in columns (b), (c), and (d) may not necessarily equal the amounts in column (a) (see instructions).)
(a)
Revenue and
expenses per
books
(b)
Net investment
income
(c)
Adjusted net
income
(d)
Disbursements
for charitable
purposes
(cash basis only)
1
Contributions, gifts, grants, etc., received (attach schedule)
500
2
Check
.............
3
Interest on savings and temporary cash investments
749
12,071
4
Dividends and interest from securities
...
4,341,704
4,578,105
5a
Gross rents
............
b
Net rental income or (loss)
6a
Net gain or (loss) from sale of assets not on line 10
2,391,333
b
Gross sales price for all assets on line 6a
3,960,106
7
Capital gain net income (from Part IV, line 2)
...
0
8
Net short-term capital gain
.........
9
Income modifications
...........
10a
Gross sales less returns and allowances
b
Less: Cost of goods sold
....
c
Gross profit or (loss) (attach schedule)
.....
11
Other income (attach schedule)
.......
12
Total.
Add lines 1 through 11
........
6,734,286
4,590,176
0
13
Compensation of officers, directors, trustees, etc.
988,500
98,850
0
886,548
14
Other employee salaries and wages
......
748,909
29,127
0
877,640
15
Pension plans, employee benefits
.......
382,125
15,535
0
370,800
16a
Legal fees (attach schedule)
.........
List of Attached Documents:
// Content
71,186
0
0
71,186
b
Accounting fees (attach schedule)
.......
List of Attached Documents:
// Content
51,370
18,662
0
32,708
c
Other professional fees (attach schedule)
....
List of Attached Documents:
// Content
273,775
214,647
0
210,928
17
Interest
...............
18
Taxes (attach schedule) (see instructions)
...
List of Attached Documents:
// Content
148,184
50,533
0
30,179
19
Depreciation (attach schedule) and depletion
...
130,164
0
0
20
Occupancy
..............
188,776
4,963
0
193,114
21
Travel, conferences, and meetings
.......
159,241
10,600
0
148,448
22
Printing and publications
..........
25,908
0
0
25,811
23
Other expenses (attach schedule)
.......
List of Attached Documents:
// Content
943,969
53,472
0
906,991
24
Total operating and administrative expenses.
Add lines 13 through 23
..........
4,112,107
496,389
0
3,754,353
25
Contributions, gifts, grants paid
.......
11,781,275
12,065,775
26
Total expenses and disbursements.
Add lines 24 and 25
15,893,382
496,389
0
15,820,128
27
Subtract line 26 from line 12:
a
Excess of revenue over expenses and disbursements
-9,159,096
b
Net investment income
(if negative, enter -0-)
4,093,787
c
Adjusted net income
(if negative, enter -0-)
...
0
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X
Form
990-PF
(2023)
Form 990-PF (2023)
Page
2
Part II
Balance Sheets
Attached schedules and amounts in the description column
should be for end-of-year amounts only. (See instructions.)
Beginning of year
End of year
(a)
Book Value
(b)
Book Value
(c)
Fair Market Value
1
Cash—non-interest-bearing
.............
7,698
582
582
2
Savings and temporary cash investments
.........
75,059,216
50,310,212
50,310,212
3
Accounts receivable
Less: allowance for doubtful accounts
4
Pledges receivable
Less: allowance for doubtful accounts
5
Grants receivable
.................
6
Receivables due from officers, directors, trustees, and other
disqualified persons (attach schedule) (see instructions)
.....
7
Other notes and loans receivable (attach schedule)
Less: allowance for doubtful accounts
8
Inventories for sale or use
..............
9
Prepaid expenses and deferred charges
..........
51,643
52,092
52,092
10a
Investments—U.S. and state government obligations (attach schedule)
8,768,580
List of Attached Documents:
// Content
9,173,222
9,173,222
b
Investments—corporate stock (attach schedule)
.......
356,101
0
0
c
Investments—corporate bonds (attach schedule)
.......
17,143,430
List of Attached Documents:
// Content
34,292,954
34,292,954
11
Investments—land, buildings, and equipment: basis
Less: accumulated depreciation (attach schedule)
12
Investments—mortgage loans
.............
13
Investments—other (attach schedule)
..........
11,640,419
List of Attached Documents:
// Content
13,068,582
13,068,582
14
Land, buildings, and equipment: basis
3,731,886
Less: accumulated depreciation (attach schedule)
2,167,255
2,538,628
List of Attached Documents:
// Content
1,564,631
3,034,326
15
Other assets (describe
)
List of Attached Documents:
// Content
6,551,717
List of Attached Documents:
// Content
6,623,554
List of Attached Documents:
// Content
11,112,877
16
Total assets
(to be completed by all filers—see the
instructions. Also, see page 1, item I)
122,117,432
115,085,829
121,044,847
17
Accounts payable and accrued expenses
..........
370,471
76,276
18
Grants payable
.................
1,103,000
818,500
19
Deferred revenue
.................
20
Loans from officers, directors, trustees, and other disqualified persons
21
Mortgages and other notes payable (attach schedule)
......
22
Other liabilities (describe
)
23
Total liabilities
(add lines 17 through 22)
.........
1,473,471
894,776
Foundations that follow FASB ASC 958, check here
and complete lines 24, 25, 29 and 30.
24
Net assets without donor restrictions
...........
120,643,961
114,191,053
25
Net assets with donor restrictions
............
Foundations that do not follow FASB ASC 958, check here
and complete lines 26 through 30.
26
Capital stock, trust principal, or current funds
........
27
Paid-in or capital surplus, or land, bldg., and equipment fund
28
Retained earnings, accumulated income, endowment, or other funds
29
Total net assets or fund balances
(see instructions)
.....
120,643,961
114,191,053
30
Total liabilities and net assets/fund balances
(see instructions)
.
122,117,432
115,085,829
Part III
Analysis of Changes in Net Assets or Fund Balances
1
Total net assets or fund balances at beginning of year—Part II, column (a), line 29 (must agree with end-of-year figure reported on prior year’s return)
...............
1
120,643,961
2
Enter amount from Part I, line 27a
.....................
2
-9,159,096
3
Other increases not included in line 2 (itemize)
List of Attached Documents:
// Content
3
2,706,188
4
Add lines 1, 2, and 3
..........................
4
114,191,053
5
Decreases not included in line 2 (itemize)
5
0
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29
.
6
114,191,053
Form
990-PF
(2023)
Form 990-PF (2023)
Page
3
Part IV
Capital Gains and Losses for Tax on Investment Income
(a)
List and describe the kind(s) of property sold (e.g., real estate,
2-story brick warehouse; or common stock, 200 shs. MLC Co.)
(b)
How acquired
P—Purchase
D—Donation
(c)
Date acquired
(mo., day, yr.)
(d)
Date sold
(mo., day, yr.)
1 a
ANTHROPOCENE INTERNATIONAL EQUITY FUND, LP, LONG-TERM LOSS
P
b
ANTHROPOCENE INTERNATIONAL EQUITY FUND, LP, SHORT-TERM LOSS
P
c
PUBLICLY TRADED SECURITIES
P
d
GAIN ON SALE OF CHARITABLE USE PROPERTY
P
e
(e)
Gross sales price
(f)
Depreciation allowed
(or allowable)
(g)
Cost or other basis
plus expense of sale
(h)
Gain or (loss)
(e) plus (f) minus (g)
a
97,052
-97,052
b
157,737
-157,737
c
415,456
451,130
-35,674
d
3,544,650
1,721,330
5,265,980
0
e
Complete only for assets showing gain in column (h) and owned by the foundation on 12/31/69
(l)
Gains (Col. (h) gain minus
col. (k), but not less than -0-)
or
Losses (from col.(h))
(i)
F.M.V. as of 12/31/69
(j)
Adjusted basis
as of 12/31/69
(k)
Excess of col. (i)
over col. (j), if any
a
-97,052
b
-157,737
c
-35,674
d
0
e
2
Capital gain net income or (net capital loss)
If gain, also enter in Part I, line 7
If (loss), enter -0- in Part I, line 7
2
-290,463
3
Net short-term capital gain or (loss) as defined in sections 1222(5) and (6):
If gain, also enter in Part I, line 8, column (c) (see instructions). If (loss), enter -0-
in Part I, line 8
...................
3
Part V
Excise Tax Based on Investment Income (Section 4940(a), 4940(b), 4940(e), or 4948—see instructions)
1a
Exempt operating foundations described in section 4940(d)(2), check here
and enter “N/A" on line 1.
Date of ruling or determination letter:
(attach copy of letter if necessary–see instructions)
1
56,904
b
All other domestic foundations enter 1.39% (0.0139) of line 27b. Exempt foreign organizations enter 4% (0.04) of Part I, line 12, col. (b)
2
Tax under section 511 (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-)
2
0
3
Add lines 1 and 2
...........................
3
56,904
4
Subtitle A (income) tax (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-)
4
0
5
Tax based on investment income.
Subtract line 4 from line 3. If zero or less, enter -0-
.....
5
56,904
6
Credits/Payments:
a
2023 estimated tax payments and 2022 overpayment credited to 2023
6a
110,015
b
Exempt foreign organizations—tax withheld at source
......
6b
0
c
Tax paid with application for extension of time to file (Form 8868)
...
6c
0
d
Backup withholding erroneously withheld
..........
6d
0
7
Total credits and payments. Add lines 6a through 6d
..............
7
110,015
8
Enter any
penalty
for underpayment of estimated tax.
Check here
if Form 2220 is attached.
List of Attached Documents:
// Content
8
0
9
Tax due.
If the total of lines 5 and 8 is more than line 7, enter
amount owed
.......
9
10
Overpayment.
If line 7 is more than the total of lines 5 and 8, enter the
amount overpaid
...
10
53,111
11
Enter the amount of line 10 to be:
Credited to 2024 estimated tax
0
Refunded
11
53,111
Form
990-PF
(2023)
Form 990-PF (2023)
Page
4
Part VI-A
Statements Regarding Activities
1a
During the tax year, did the foundation attempt to influence any national, state, or local legislation or did
Yes
No
it participate or intervene in any political campaign?
....................
1a
No
b
Did it spend more than $100 during the year (either directly or indirectly) for political purposes? See the instructions
for the definition
.................................
1b
No
If the answer is "Yes" to
1a
or
1b,
attach a detailed description of the activities and copies of any materials
published or distributed by the foundation in connection with the activities.
c
Did the foundation file
Form 1120-POL
for this year?
.....................
1c
No
d
Enter the amount (if any) of tax on political expenditures (section 4955) imposed during the year:
(1)
On the foundation.
$
0
(2)
On foundation managers.
$
0
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.
$
0
2
Has the foundation engaged in any activities that have not previously been reported to the IRS?
.......
2
No
If "Yes," attach a detailed description of the activities.
3
Has the foundation made any changes, not previously reported to the IRS, in its governing instrument, articles
of incorporation, or bylaws, or other similar instruments?
If "Yes," attach a conformed copy of the changes
....
3
No
4a
Did the foundation have unrelated business gross income of $1,000 or more during the year?
.........
4a
No
b
If "Yes," has it filed a tax return on
Form 990-T
for this year?
...................
4b
5
Was there a liquidation, termination, dissolution, or substantial contraction during the year?
.........
5
No
If "Yes," attach the statement required by General Instruction T.
6
Are the requirements of section 508(e) (relating to sections 4941 through 4945) satisfied either:
By language in the governing instrument, or
By state legislation that effectively amends the governing instrument so that no mandatory directions
that conflict with the state law remain in the governing instrument?
................
6
Yes
7
Did the foundation have at least $5,000 in assets at any time during the year?
If "Yes," complete Part II, col. (c),
and Part XIV.
.................................
7
Yes
8a
Enter the states to which the foundation reports or with which it is registered (see instructions)
NM
,
IL
,
TX
b
If the answer is "Yes" to line 7, has the foundation furnished a copy of Form 990-PF to the Attorney
General (or designate) of each state as required by General Instruction G?
If "No," attach explanation
.
8b
Yes
9
Is the foundation claiming status as a private operating foundation within the meaning of section 4942(j)(3)
or 4942(j)(5) for calendar year 2023 or the taxable year beginning in 2023? See the instructions for Part XIII.
If "Yes," complete Part XIII
.............................
9
No
10
Did any persons become substantial contributors during the tax year?
If "Yes," attach a schedule listing their names
and addresses.
...............................
10
No
11
At any time during the year, did the foundation, directly or indirectly, own a controlled entity within the
meaning of section 512(b)(13)? If "Yes," attach schedule. See instructions
.............
11
No
12
Did the foundation make a distribution to a donor advised fund over which the foundation or a disqualified person had
advisory privileges? If "Yes," attach statement. See instructions
.................
12
No
13
Did the foundation comply with the public inspection requirements for its annual returns and exemption application?
13
Yes
Website address
WWW.LANNAN.ORG
14
The books are in care of
LANNAN FOUNDATION
Telephone no.
(505) 954-5152
Located at
313 READ STREET
SANTA FE
NM
ZIP+4
87501
15
Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of
Form 1041
—check here
.........
and enter the amount of tax-exempt interest received or accrued during the year
........
15
16
At any time during calendar year 2023, did the foundation have an interest in or a signature or other authority over
Yes
No
a bank, securities, or other financial account in a foreign country?
.................
16
No
See the instructions for exceptions and filing requirements for FinCEN Form 114. If "Yes", enter the name of the foreign
country
Form
990-PF
(2023)
Form 990-PF (2023)
Page
5
Part VI-B
Statements Regarding Activities for Which Form 4720 May Be Required
File Form 4720 if any item is checked in the "Yes" column, unless an exception applies.
Yes
No
1a
During the year did the foundation (either directly or indirectly):
(1)
Engage in the sale or exchange, or leasing of property with a disqualified person?
...........
1a(1)
No
(2)
Borrow money from, lend money to, or otherwise extend credit to (or accept it from)
a disqualified person?
..............................
1a(2)
No
(3)
Furnish goods, services, or facilities to (or accept them from) a disqualified person?
...........
1a(3)
No
(4)
Pay compensation to, or pay or reimburse the expenses of, a disqualified person?
............
1a(4)
Yes
(5)
Transfer any income or assets to a disqualified person (or make any of either available
for the benefit or use of a disqualified person)?
......................
1a(5)
No
(6)
Agree to pay money or property to a government official? (
Exception.
Check "No"
if the foundation agreed to make a grant to or to employ the official for a period
after termination of government service, if terminating within 90 days.)
...............
1a(6)
No
b
If any answer is "Yes" to 1a(1)–(6), did
any
of the acts fail to qualify under the exceptions described in Regulations
section 53.4941(d)-3 or in a current notice regarding disaster assistance? See instructions
..........
1b
No
c
Organizations relying on a current notice regarding disaster assistance check here
........
d
Did the foundation engage in a prior year in any of the acts described in 1a, other than excepted acts,
that were not corrected before the first day of the tax year beginning in 2023?
.............
1d
No
2
Taxes on failure to distribute income (section 4942) (does not apply for years the foundation was a private
operating foundation defined in section 4942(j)(3) or 4942(j)(5)):
a
At the end of tax year 2023, did the foundation have any undistributed income (Part XII, lines 6d
and 6e) for tax year(s) beginning before 2023?
....................
2a
No
If "Yes," list the years
20
,
20
,
20
,
20
b
Are there any years listed in 2a for which the foundation is
not
applying the provisions of section 4942(a)(2)
(relating to incorrect valuation of assets) to the year’s undistributed income? (If applying section 4942(a)(2)
to
all
years listed, answer "No" and attach statement—see instructions.)
..............
2b
c
If the provisions of section 4942(a)(2) are being applied to
any
of the years listed in 2a, list the years here.
20
,
20
,
20
,
20
3a
Did the foundation hold more than a 2% direct or indirect interest in any business enterprise at
any time during the year?
..............................
3a
No
b
If "Yes," did it have excess business holdings in 2023 as a result of
(1)
any purchase by the foundation
or disqualified persons after May 26, 1969;
(2)
the lapse of the 5-year period (or longer period approved
by the Commissioner under section 4943(c)(7)) to dispose of holdings acquired by gift or bequest; or
(3)
the lapse of the 10-, 15-, or 20-year first phase holding period?
(Use Schedule C, Form 4720, to determine
if the foundation had excess business holdings in 2023.)
.....................
3b
4a
Did the foundation invest during the year any amount in a manner that would jeopardize its charitable purposes?
4a
No
b
Did the foundation make any investment in a prior year (but after December 31, 1969) that could jeopardize its
charitable purpose that had not been removed from jeopardy before the first day of the tax year beginning in 2023?
..
4b
No
Form
990-PF
(2023)
Form 990-PF (2023)
Page
6
Part VI-B
Statements Regarding Activities for Which Form 4720 May Be Required
(continued)
5a
During the year did the foundation pay or incur any amount to:
Yes
No
(1)
Carry on propaganda, or otherwise attempt to influence legislation (section 4945(e))?
..........
5a(1)
No
(2)
Influence the outcome of any specific public election (see section 4955); or to carry
on, directly or indirectly, any voter registration drive?
....................
5a(2)
No
(3)
Provide a grant to an individual for travel, study, or other similar purposes?
.............
5a(3)
Yes
(4)
Provide a grant to an organization other than a charitable, etc., organization described
in section 4945(d)(4)(A)? See instructions
........................
5a(4)
Yes
(5)
Provide for any purpose other than religious, charitable, scientific, literary, or
educational purposes, or for the prevention of cruelty to children or animals?
.............
5a(5)
No
b
If any answer is "Yes" to 5a(1)–(5), did
any
of the transactions fail to qualify under the exceptions described in
Regulations section 53.4945 or in a current notice regarding disaster assistance? See instructions
........
5b
No
c
Organizations relying on a current notice regarding disaster assistance check
.........
d
If the answer is "Yes" to question 5a(4), does the foundation claim exemption from the
tax because it maintained expenditure responsibility for the grant?
.................
5d
Yes
If "Yes," attach the statement required by Regulations section 53.4945–5(d).
List of Attached Documents:
// Content
6a
Did the foundation, during the year, receive any funds, directly or indirectly, to pay premiums on
a personal benefit contract?
.............................
6a
No
b
Did the foundation, during the year, pay premiums, directly or indirectly, on a personal benefit contract?
....
6b
No
If "Yes" to 6b, file Form 8870.
7a
At any time during the tax year, was the foundation a party to a prohibited tax shelter transaction?
7a
No
b
If "Yes", did the foundation receive any proceeds or have any net income attributable to the transaction?
.....
7b
8
Is the foundation subject to the section 4960 tax on payment(s) of more than $1,000,000 in remuneration or
excess parachute payment during the year?
.........................
8
No
Part VII
Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
and Contractors
1
List all officers, directors, trustees, foundation managers and their compensation. See instructions
(a)
Name and address
(b)
Title, and average
hours per week
devoted to position
(c)
Compensation
(If not paid, enter
-0-)
(d)
Contributions to employee benefit plans and deferred compensation
(e)
Expense account,
other allowances
LAWRENCE P LANNAN JR
PRESIDENT, TREASURER
40.00
264,500
89,704
0
313 READ STREET
SANTA FE
,
NM
87501
DAVID L UNGERLEIDER
VICE PRESIDENT
5.00
0
4,038
0
313 READ STREET
SANTA FE
,
NM
87501
FRANK C LAWLER
VICE PRESIDENT, SECRETARY
50.00
264,500
78,012
0
313 READ STREET
SANTA FE
,
NM
87501
MARY M PLAUCHE
DIRECTOR, ASST SECY, ASST
5.00
35,000
10,924
0
313 READ STREET
SANTA FE
,
NM
87501
PENN SZITTYA
DIRECTOR
7.50
45,000
14,544
0
313 READ STREET
SANTA FE
,
NM
87501
KAREN HETHERINGTON
DIRECTOR
10.00
45,000
14,252
0
313 READ STREET
SANTA FE
,
NM
87501
MARIAN P DAY
DIRECTOR
5.00
35,000
11,356
0
313 READ STREET
SANTA FE
,
NM
87501
ANDREA TUCH
DIRECTOR
5.00
35,000
11,458
0
313 READ STREET
SANTA FE
,
NM
87501
BRENDA COUGHLIN
EXECUTIVE DIRECTOR
5.00
264,500
67,668
0
313 READ STREET
SANTA FE
,
NM
87501
2
Compensation of five highest-paid employees (other than those included on line 1—see instructions). If none, enter “NONE."
(a)
Name and address of each employee paid more than $50,000
(b)
Title, and average
hours per week
devoted to position
(c)
Compensation
(d)
Contributions to
employee benefit
plans and deferred
compensation
(e)
Expense account,
other allowances
BETLACH LAURIE
PROGRAM OFFICER
36.00
166,883
53,882
0
313 READ STREET
SANTA FE
,
NM
87501
JESSUP MARTHA
PROGRAM OFFICER
36.00
154,963
53,058
0
313 READ STREET
SANTA FE
,
NM
87501
VAGH JABEEN
CONTROLLER
36.00
145,634
55,283
0
313 READ STREET
SANTA FE
,
NM
87501
ABEL JOURDAN
PROGRAM OFFICER
36.00
145,634
44,454
0
313 READ STREET
SANTA FE
,
NM
87501
CAREY LINDA
AP & OFFICE MANAGER
36.00
131,640
49,197
0
313 READ STREET
SANTA FE
,
NM
87501
Total
number of other employees paid over $50,000
...................
0
Form
990-PF
(2023)
Form 990-PF (2023)
Page
7
Part VII
Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
and Contractors
(continued)
3
Five highest-paid independent contractors for professional services (see instructions). If none, enter "NONE".
(a)
Name and address of each person paid more than $50,000
(b)
Type of service
(c)
Compensation
TECH- NICHE
COMPUTER NETWORKING
121,267
PO BOX 22849
SANTA FE
,
NM
87502
ASTILLI INC
ART STORAGE, FRAMING, TRANSPORT
118,226
1807 SECOND ST 105
SANTA FE
,
NM
87505
FIRST PACIFIC ADVISORS INC
INVESTMENT ADVISORS
104,256
11400 W OLYMPIC BLVD 1200
LOS ANGELES
,
CA
90064
CNA INSURANCE
INSURANCE
81,344
PO BOX 74007619
CHICAGO
,
IL
606747619
MAYER BROWN LLP
LEGAL
69,183
71 SOUTH WACKER DRIVE
CHICAGO
,
IL
60606
Total
number of others receiving over $50,000 for professional services
.............
2
Part VIII-A
Summary of Direct Charitable Activities
List the foundation’s four largest direct charitable activities during the tax year. Include relevant statistical information such as the number of organizations and other beneficiaries served, conferences convened, research papers produced, etc.
Expenses
1
SEE STATEMENT 17
153,189
2
SEE STATEMENT 18
1,657
3
SEE STATEMENT 19
44,135
4
Part VIII-B
Summary of Program-Related Investments
(see instructions)
Describe the two largest program-related investments made by the foundation during the tax year on lines 1 and 2.
Amount
1
2
All other program-related investments. See instructions.
3
Total.
Add lines 1 through 3
.........................
0
Form
990-PF
(2023)
Form 990-PF (2023)
Page
8
Part IX
Minimum Investment Return
(All domestic foundations must complete this part. Foreign foundations, see instructions.)
1
Fair market value of assets not used (or held for use) directly in carrying out charitable, etc.,
purposes:
a
Average monthly fair market value of securities
...................
1a
51,287,463
b
Average of monthly cash balances
.......................
1b
48,967,159
c
Fair market value of all other assets (see instructions)
................
1c
332,820
d
Total
(add lines 1a, b, and c)
.........................
1d
100,587,442
e
Reduction claimed for blockage or other factors reported on lines 1a and
1c (attach detailed explanation)
.............
1e
0
2
Acquisition indebtedness applicable to line 1 assets
..................
2
0
3
Subtract line 2 from line 1d
.........................
3
100,587,442
4
Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
instructions)
.............................
4
1,508,812
5
Net value of noncharitable-use assets.
Subtract line 4 from line 3.
............
5
99,078,630
6
Minimum investment return.
Enter 5% (0.05) of line 5
................
6
4,953,932
Part X
Distributable Amount
(see instructions) (Section 4942(j)(3) and (j)(5) private operating foundations and certain foreign organizations check here
and do not complete this part.)
1
Minimum investment return from Part IX, line 6
..................
1
4,953,932
2a
Tax on investment income for 2022 from Part V, line 5
.......
2a
56,904
b
Income tax for 2022. (This does not include the tax from Part V.)
...
2b
c
Add lines 2a and 2b
............................
2c
56,904
3
Distributable amount before adjustments. Subtract line 2c from line 1
............
3
4,897,028
4
Recoveries of amounts treated as qualifying distributions
................
4
45,000
5
Add lines 3 and 4
............................
5
4,942,028
6
Deduction from distributable amount (see instructions)
.................
6
0
7
Distributable amount
as adjusted. Subtract line 6 from line 5. Enter here and on Part XII, line 1
...
7
4,942,028
Part XI
Qualifying Distributions
(see instructions)
1
Amounts paid (including administrative expenses) to accomplish charitable, etc., purposes:
a
Expenses, contributions, gifts, etc.—total from Part I, column (d), line 26
..........
1a
15,820,128
b
Program-related investments—total from Part VIII-B
..................
1b
0
2
Amounts paid to acquire assets used (or held for use) directly in carrying out charitable, etc.,
purposes
...............................
2
3
Amounts set aside for specific charitable projects that satisfy the:
a
Suitability test (prior IRS approval required)
....................
3a
b
Cash distribution test (attach the required schedule)
.................
3b
4
Qualifying distributions.
Add lines 1a through 3b. Enter here and on Part XII, line 4.
.......
4
15,820,128
Form
990-PF
(2023)
Form 990-PF (2023)
Page
9
Part XII
Undistributed Income
(see instructions)
(a)
Corpus
(b)
Years prior to 2022
(c)
2022
(d)
2023
1
Distributable amount for 2023 from Part X, line 7
4,942,028
2
Undistributed income, if any, as of the end of 2022:
a
Enter amount for 2022 only
.......
0
b
Total for prior years:
20
,
20
,
20
0
3
Excess distributions carryover, if any, to 2022:
a
From 2018
......
1,252,705
b
From 2019
......
6,350,459
c
From 2020
......
9,290,537
d
From 2021
......
4,582,641
e
From 2022
......
19,026,726
f
Total
of lines 3a through e
........
40,503,068
4
Qualifying distributions for 2023 from Part
XI, line 4:
$
15,820,128
a
Applied to 2022, but not more than line 2a
0
b
Applied to undistributed income of prior years
(Election required—see instructions)
.....
0
c
Treated as distributions out of corpus (Election
required—see instructions)
........
0
d
Applied to 2023 distributable amount
.....
4,942,028
e
Remaining amount distributed out of corpus
10,878,100
5
Excess distributions carryover applied to 2023.
0
0
(If an amount appears in column (d), the
same amount must be shown in column (a).)
6
Enter the net total of each column as
indicated below:
a
Corpus. Add lines 3f, 4c, and 4e. Subtract line 5
51,381,168
b
Prior years’ undistributed income. Subtract
line 4b from line 2b
..........
0
c
Enter the amount of prior years’ undistributed
income for which a notice of deficiency has
been issued, or on which the section 4942(a)
tax has been previously assessed
......
0
d
Subtract line 6c from line 6b. Taxable amount
—see instructions
...........
0
e
Undistributed income for 2022. Subtract line
4a from line 2a. Taxable amount—see
instructions
.............
0
f
Undistributed income for 2023. Subtract
lines 4d and 5 from line 1. This amount must
be distributed in 2024
..........
0
7
Amounts treated as distributions out of
corpus to satisfy requirements imposed by
section 170(b)(1)(F) or 4942(g)(3) (Election may
be required - see instructions)
.......
0
8
Excess distributions carryover from 2018 not
applied on line 5 or line 7 (see instructions)
...
1,252,705
9
Excess distributions carryover to 2024.
Subtract lines 7 and 8 from line 6a
......
50,128,463
10
Analysis of line 9:
a
Excess from 2019
....
6,350,459
b
Excess from 2020
....
9,290,537
c
Excess from 2021
....
4,582,641
d
Excess from 2022
....
19,026,726
e
Excess from 2023
....
10,878,100
Form
990-PF
(2023)
Form 990-PF (2023)
Page
10
Part XIII
Private Operating Foundations
(see instructions and Part VI-A, question 9)
1a
If the foundation has received a ruling or determination letter that it is a private operating
foundation, and the ruling is effective for 2023, enter the date of the ruling
......
b
Check box to indicate whether the organization is a private operating foundation described in section
4942(j)(3)
or
4942(j)(5)
2a
Enter the lesser of the adjusted net
income from Part I or the minimum
investment return from Part IX for each
year listed
..........
Tax year
Prior 3 years
(e) Total
(a)
2023
(b)
2022
(c)
2021
(d)
2020
b
85% (0.85) of line 2a
.........
c
Qualifying distributions from Part XI,
line 4 for each year listed
.....
d
Amounts included in line 2c not used directly
for active conduct of exempt activities
..........
e
Qualifying distributions made directly
for active conduct of exempt activities.
Subtract line 2d from line 2c
....
3
Complete 3a, b, or c for the
alternative test relied upon:
a
“Assets" alternative test—enter:
(1)
Value of all assets
......
(2)
Value of assets qualifying
under section 4942(j)(3)(B)(i)
b
“Endowment" alternative test— enter 2/3
of minimum investment return shown in
Part IX, line 6 for each year listed
..
c
“Support" alternative test—enter:
(1)
Total support other than gross
investment income (interest,
dividends, rents, payments
on securities loans (section
512(a)(5)), or royalties)
....
(2)
Support from general public
and 5 or more exempt
organizations as provided in
section 4942(j)(3)(B)(iii)
....
(3)
Largest amount of support
from an exempt organization
(4)
Gross investment income
Part XIV
Supplementary Information (Complete this part only if the foundation had $5,000 or more in
assets at any time during the year—see instructions.)
1
Information Regarding Foundation Managers:
a
List any managers of the foundation who have contributed more than 2% of the total contributions received by the foundation
before the close of any tax year (but only if they have contributed more than $5,000). (See section 507(d)(2).)
b
List any managers of the foundation who own 10% or more of the stock of a corporation (or an equally large portion of the
ownership of a partnership or other entity) of which the foundation has a 10% or greater interest.
2
Information Regarding Contribution, Grant, Gift, Loan, Scholarship, etc., Programs:
Check here
if the foundation only makes contributions to preselected charitable organizations and does not accept
unsolicited requests for funds. If the foundation makes gifts, grants, etc. to individuals or organizations under
other conditions, complete items 2a, b, c, and d. See instructions
a
The name, address, and telephone number or email address of the person to whom applications should be addressed:
b
The form in which applications should be submitted and information and materials they should include:
c
Any submission deadlines:
d
Any restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
factors:
Form
990-PF
(2023)
Form 990-PF (2023)
Page
11
Part XIV
Supplementary Information
(continued)
3 Grants and Contributions Paid During the Year or Approved for Future Payment
Recipient
If recipient is an individual,
show any relationship to
any foundation manager
or substantial contributor
Foundation
status of
recipient
Purpose of grant or
contribution
Amount
Name and address (home or business)
a
Paid during the year
18 REASONS
3674 18TH ST
SAN FRANCISCO
,
CA
94110
PC
GENERAL SUPPORT
200
ACLU OF NEW MEXICO FOUNDATION
PO BOX 566
ALBUQUERQUE
,
NM
871030566
PC
NM LEGAL PROGRAM
500,000
AHA PUNANA LEO HALE KIPA O'IWI
96 PUUHONU PLACE
HILO
,
HI
96720
PC
GENERAL SUPPORT
500,000
AMERICAN BIRD CONSERVANCY
PO BOX 249
THE PLAINS
,
VA
20198
PC
GENERAL SUPPORT
4,000
AMERICAN CIVIL LIBERTIES UNION FOUNDATION
125 BROAD ST 18TH FL
NEW YORK
,
NY
10004
PC
GENERAL SUPPORT
3,500
AMERICAN FRIENDS SERVICE COMMITTEE
1501 CHERRY ST
PHILADELPHIA
,
PA
19102
PC
GENERAL SUPPORT
10,500
AMERICAN LIBRARY ASSOCIATION
225 N MICHIGAN AVENUE STE 1300
CHICAGO
,
IL
60601
PC
TRAININGS AND OUTREACH
75,000
ARNOVE ANTHONY
313 READ STREET
SANTA FE
,
NM
875012628
I
INDIGENOUS COMMUNITY FELLOWSHIP
350,000
ARSENAULT JAIME
89 HAYWOOD ST
GREENFIELD
,
MA
01301
I
INDIGENOUS COMMUNITY FELLOWSHIP
85,000
ARYEE-PRICE AWO OKAIDOR M
808 SUN VALLEY WAY
FLORHAM PARK
,
NJ
07932
I
INDIGENOUS COMMUNITY FELLOWSHIP
75,000
ATAKORA AFIA
164 NAVESINK RIVER ROAD
RED BANK
,
NJ
07701
I
LITERARY FELLOWSHIP - FICTION
50,000
AWKWARD-RICH CAMERON
20 MASONIC ST APT 2
NORTHHAMPTON
,
MA
01060
I
LITERARY FELLOWSHIP - POETRY
50,000
BAIL PROJECT
PO BOX 102592
PASADENA
,
CA
911892592
PC
GENERAL SUPPORT
1,500
BEDS INC
PO BOX 2035
LA GRANGE
,
IL
60525
PC
GENERAL SUPPORT
7,500
BIG SHOULDERS FUND
212 WEST VAN BUREN STREET SUITE 900
CHICAGO
,
IL
60607
PC
GENERAL SUPPORT
11,500
CK MCCLATCHY VISUAL PERFORMANING ARTS ACADEMY BOOSTERS
3066 FREEPORT BOULEVARD
SACRAMENTO
,
CA
95818
PC
VISUAL ARTS PROGRAM
400
CAPE COD TIMES NEEDY FUND
PO BOX 804
HYANNIS
,
MA
02601
PC
GENERAL SUPPORT
600
CAVE CANEM
20 JAY STREET SUITE 310-A
BROOKLYN
,
NY
11201
PC
GENERAL OPERATING SUPPORT
400,000
CENTER FOR ECONOMIC CHANGE & SOCIAL RESEARCH INC
4015 N ROCKWELL ST
CHICAGO
,
IL
606183720
PC
GENERAL SUPPORT
3,750,500
CENTER FOR ECONOMIC CHANGE & SOCIAL RESEARCH INC
4015 N ROCKWELL ST
CHICAGO
,
IL
606183720
PC
U.S. FRIENDS OF THE PALESTINE FESTIVAL OF LITERATURE
194,000
CENTER FOR ECONOMIC CHANGE & SOCIAL RESEARCH INC
4015 N ROCKWELL ST
CHICAGO
,
IL
606183720
PC
MONDOWEISS
100,000
CENTER FOR STUDY OF POLITICAL GRAPHICS
3916 SEPULVEDA BLVD SUITE 103
CULVER CITY
,
CA
90230
PC
GENERAL SUPPORT
2,000
CHICAGO SYMPHONY ORCHESTRA
220 S MICHIGAN AVENUE
CHICAGO
,
IL
60604
PC
EDUCATION PROGRAMS
9,000
CIVITAS ENSEMBLE
PO BOX 60921
CHICAGO
,
IL
60660
PC
GENERAL SUPPORT
2,000
COPPER CANYON PRESS
PO BOX 271
PORT TOWNSEND
,
WA
98368
PC
FIVE TITLES IN 2020 LANNAN SELECTION SERIES
300,000
CORNELL UNIVERSITY
159 SAPSUCKER WOODS RD
ITHACA
,
NY
14850
PC
CORNELL LAB OF ORNITHOLOGY
500
CORRAL EDUARDO C
401 W HARGETT ST APT S324
RALEIGH
,
NC
27603
I
LITERARY FELLOWSHIP - POETRY
75,000
DEMOCRACY NOW PRODUCTIONS INC
201 WEST 25TH ST 11TH FLOOR
NEW YORK
,
NY
10001
PC
GENERAL SUPPORT
500
DOCTORS WITHOUT BORDERS
40 RECTOR ST 16TH FLOOR
NEW YORK
,
NY
10006
PC
GENERAL SUPPORT
2,000
EARTH ISLAND INSTITUTE
2150 ALLSTON WAY SUITE 460
BERKELEY
,
CA
94704
PC
GARDEN FOR THE ENVIRONMENT
400
EDUCATION FOR A JUST PEACE IN THE MIDDLE EAST
PO BOX 3609
WASHINGTON
,
DC
20027
PC
GENERAL SUPPORT
500
EDUCATION FOR A JUST PEACE IN THE MIDDLE EAST
PO BOX 3609
WASHINGTON
,
DC
20027
PC
SUPPORT USCPR NATIONAL ORGANIZING CONVENTION
100,000
EL KURD MOHAMMAD
785 DEKALB AVE APT 5I
BROOKLYN
,
NY
11211
I
CULTURAL FREEDOM FELLOWSHIP
75,000
ENOTE JIM
313 READ STREET
SANTA FE
,
NM
875012628
I
INDIGENOUS COMMUNITY FELLOWSHIP AWARD
175,000
EQUAL JUSTICE INITIATIVE
122 COMMERCE ST
MONTGOMERY
,
AL
36104
PC
GENERAL SUPPORT
600
ESPERANZA PROJECT FOR BATTERED WOMEN
3130 RUFINA ST
SANTA FE
,
NM
87507
PC
GENERAL SUPPORT
5,000
EUCHEE LANGUAGE PROJECT INC
PO BOX 1204
SAPULPA
,
OK
74067
PC
WE TALK YUCHI MASTER APPRENTICESHIP PROGRAM
500,000
FATHER BILLS AND MAINSPRING INC
430 BELMONT ST
BROCKTON
,
MA
02301
PC
GENERAL SUPPORT
600
FEEDING SOUTH FLORIDA
2501 SW 32ND TERRACE
PEMBROKE PARK
,
FL
33023
PC
GENERAL SUPPORT
15,000
FELINES & FRIENDS OF NEW MEXICO
369 MONTEZUMA 320
SANTA FE
,
NM
87501
PC
GENERAL SUPPORT
400
FOOD DEPOT
1222 SILER ROAD
SANTA FE
,
NM
87507
PC
GENERAL SUPPORT
2,900
FOOD WHAT INCORPORATED
1156 HIGH STREET
SANTA CRUZ
,
CA
95064
PC
GENERAL SUPPORT
300
FORGOTTEN FRIENDS TEXAS RESCUE
PO BOX 5013
MISSION
,
TX
78572
PC
GENERAL SUPPORT
400
FORNA AMINATTA
2736 N RANDOLPH ST
ARLINGTON
,
VA
22207
I
LITERARY FELLOWSHIP
75,000
FRIENDS OF BOSQUE DEL APACHE
PO BOX 340 1001 HWY 1
SAN ANTONIO
,
NM
87832
PC
GENERAL SUPPORT
5,300
GARCIA STREET CLUB INC
569 GARCIA STREET
SANTA FE
,
NM
87505
PC
GENERAL SUPPORT
1,000
GRAYWOLF PRESS
250 3RD AVENUE SUITE 600
MINNEAPOLIS
,
MN
55401
PC
OPERATIONAL SUPPORT OF CITIZEN LITERARY INITIATIVE
160,000
GREAT PLAINS RESTORATION
PO BOX 1206
FORT WORTH
,
TX
76101
PC
GENERAL SUPPORT
400
GREATER CHICAGO FOOD DEPOSITORY
4100 WEST ANN LURIE PLACE
CHICAGO
,
IL
60632
PC
GENERAL SUPPORT
18,000
GROWING UP NEW MEXICO INC
440 CERRILLOS ROAD
SANTA FE
,
NM
87501
PC
GENERAL SUPPORT
400
IBEROAMERICANA UNIVERSITY FOUNDATION
PO BOX 532233
SAN DIEGO
,
CA
921532233
PC
TARAHUMARA SUPPORT
50,000
INTERFAITH COMMUNITY SHELTER
2801 CERRILLOS RD
SANTA FE
,
NM
87505
PC
GENERAL SUPPORT
10,900
INTERNATIONAL DOCUMENTARY ASSOCIATION
3600 WILSHIRE BLVD SUITE 1810
LOS ANGELES
,
CA
90010
PC
GENERAL SUPPORT
22,500
JACOBIN FOUNDATION LTD
388 ATLANTIC AVENUE
BROOKLYN
,
NY
11217
PC
SUPPORT "THE DIG WITH DANIEL DENVIR"
100,000
JEWISH VOICES FOR PEACE
PO BOX 589
BERKELEY
,
CA
94701
PC
GENERAL SUPPORT
500,000
KA'OPUA JENNIFER NOELANI GOODYEAR
2924 ALPHONSE PL
HONOLULU
,
HI
96816
I
INDIGENOUS COMMUNITY FELLOWSHIP
20,000
KERES CHILDREN'S LEARNING CENTER
PO BOX 113
COCHITI PUEBLO
,
NM
87072
PC
GENERAL SUPPORT
500,000
KITCHEN ANGELS
1222 SILER ROAD
SANTA FE
,
NM
87507
PC
GENERAL SUPPORT
400
KOMUNYAKAA YUSEF
900 W STATE STREET
TRENTON
,
NJ
08618
I
LITERARY LIFETIME ACHIEVEMENT AWARD
125,000
LA FAMILIA MEDICAL CENTER
PO BOX 5395
SANTA FE
,
NM
87503
PC
GENERAL SUPPORT
10,000
LAP DOG RESCUE OF NEW MEXICO
PO BOX 1316
TIJERAS
,
NM
87059
PC
GENERAL SUPPORT
400
LENSIC PERFORMING ARTS CENTER
211 W SAN FRANCISCO ST
SANTA FE
,
NM
87501
PC
GENERAL SUPPORT
500
LITTLE FRIENDS INC
140 NORTH WRIGHT STREET
NAPERVILLE
,
IL
60540
PC
SUPPORT OF ADULT RESIDENCIES
10,000
LOVE ALLEGRA
112 MESA VISTA ST
SANTA FE
,
NM
87501
I
CULTURAL FREEDOM FELLOWSHIP
75,000
MIDDLE EAST CHILDREN'S ALLIANCE
1101 8TH STREET SUITE 100
BERKELEY
,
CA
94710
PC
GENERAL SUPPORT
5,900
MIDDLE EAST CHILDREN'S ALLIANCE
1101 8TH STREET SUITE 100
BERKELEY
,
CA
94710
PC
GENERAL SUPPORT
1,000
MIDDLE EAST CULTURAL AND CHARITABLE SOCIETY
1507 E 53RD ST PMB 500
CHICAGO
,
IL
60615
PC
ELECTRONIC INTIFADA
101,000
MORLING MALENA
252 PEIFFER AVENUE
WILMINGTON
,
NC
28409
I
LITERARY FELLOWSHIP - POETRY
22,000
MUSEUM OF CONTEMPORARY PHOTOGRAPHY
600 S MICHIGAN AVE
CHICAGO
,
IL
60605
PC
DEVELOPMENT CONSULTANT / FUNDRAISING COSTS
100,000
NATIONAL AUDOBON SOCIETY
225 VARICK STREET 7TH FLOOR
NEW YORK
,
NY
10014
PC
SUPPORT FOR FIVE NEW POETRY TITLES
500
NATIONAL BOOK FOUNDATION
90 BROAD STREET SUITE 604
NEW YORK
,
NY
10004
PC
CAVE CANEM EVENT SUPPORT
5,000
NEW MEXICO COMMUNITY FOUNDATION
135 W PALACE AVENUE
SANTA FE
,
NM
87501
PC
BERNALILLO COUNTY ANIMAL CARE SERVICES
200
NEW MEXICO ENVIRONMENTAL LAW CENTER
1405 LUISA ST
SANTA FE
,
NM
87505
PC
SUPPORT FOR LEGAL PROGRAM
150,000
NOISE FOR NOW
PO BOX 31243
SANTA FE
,
NM
87594
PC
SOS-ABORTION DEFENSE FUND
1,200
NORTHERN NEW MEXICO RADIO FOUNDATION
PO BOX 28670
SANTA FE
,
NM
87592
PC
GENERAL SUPPORT
2,000
ONE ALBUQUERQUE FUND
PO BOX 25125
ALBUQUERQUE
,
NM
87125
SO
GENERAL SUPPORT
2,000
PARTNERS IN EDUCATION FOUNDATION
PO BOX 23374
SANTA FE
,
NM
87502
PC
ADELANTE HOMELESS PROGRAM
400
RADIUS BOOKS
227 E PALACE AVE
SANTA FE
,
NM
87501
PC
LITERARY EVENT
2,000
RADIUS BOOKS
227 E PALACE AVE
SANTA FE
,
NM
87501
PC
GENERAL SUPPORT
500,000
RAILYARD PARK CONSERVANCY
805 EARLY ST
SANTA FE
,
NM
87505
PC
GENERAL SUPPORT
4,000
RED BAY STRONGHOLD FOUNDATION
140 GREGORY PLACE
WEST PALM BEACH
,
FL
33405
POF
GENERAL SUPPORT
35,000
RED CLOUD INDIAN SCHOOL INC
100 MISSION DRIVE
PINE RIDGE
,
SD
57770
PC
CHALLENGE GRANT MET
100,000
ROADRUNNER FOOD BANK
5840 OFFICE BLVD NE
ALBUQUERQUE
,
NM
87109
PC
GENERAL SUPPORT
30,600
SANTA FE COMMUNITY FOUNDATION
501 HALONA ST
SANTA FE
,
NM
87505
PC
RESILIENCY FUND / SAN MIGUEL & MORA CENTER
400
SANTA FE CONSERVATION TRUST
PO BOX 23985
SANTA FE
,
NM
87502
PC
2023 EVENT SUPPORT
5,000
SANTA FE PRO MUSICA
1512 PACHECO ST UNIT D201
SANTA FE
,
NM
87505
PC
GENERAL SUPPORT
2,000
SEVENTH GENERATION FUND FOR INDIGENOUS PEOPLES
PO BOX 4569
ARCATA
,
CA
95519
PC
GENERAL SUPPORT
500,000
SOMOS UN PUEBLO UNIDO
1804 ESPINACITAS
SANTA FE
,
NM
87505
PC
GENERAL SUPPORT
4,000
SOUTHSIDE CENTER OF HOPE
2425 WEST JACKSON BLVD
CHICAGO
,
IL
606122937
PC
GENERAL SUPPORT
4,500
SOUTHWEST RESEARCH AND INFORMATION CENTER
PO BOX 4524
ALBUQUERQUE
,
NM
871964524
PC
GENERAL SUPPORT
80,000
SPECIAL OLYMPICS OF NEW MEXICO
6600 PALOMAS AVE NE 207
ALBUQUERQUE
,
NM
87109
PC
GENERAL SUPPORT
1,000
STATE DEMOCRACY PROJECT
236 9TH STREET SE
WASHINGTON
,
DC
20003
PC
RECLAIM RHODE ISLAND
100,000
THE HEART AND SOUL ANIMAL SANCTUARY
6600 PALOMAS AVE NE 207
ALBUQUERQUE
,
NM
87109
PC
GENERAL SUPPORT
400
THE SYMPHONY SPACE INC
2537 BROADWAY AT 95TH ST
NEW YORK
,
NY
100256990
PC
TOWN HALL EVENT
3,075
THUNDER VALLEY COMMUNITY DEVELOPMENT CENTER
PO BOX 290
PORCUPINE
,
SD
57772
PC
GENERAL SUPPORT
100,000
TIDES CENTER
THE PRESIDIO PO BOX 29198
SAN FRANCISCO
,
CA
941290198
PC
ADALAH JUSTICE PROGRAM
500
TIDES CENTER
THE PRESIDIO PO BOX 29199
SAN FRANCISCO
,
CA
941290198
PC
ADALAH JUSTICE PROGRAM
50,000
TIDES CENTER
THE PRESIDIO PO BOX 29198
SAN FRANCISCO
,
CA
941290198
PC
PALESTINE LEGAL
500
TIDES CENTER
THE PRESIDIO PO BOX 29198
SAN FRANCISCO
,
CA
941290198
PC
PALESTINE LEGAL
200,000
TRUTHOUT
PO BOX 276414
SACRAMENTO
,
CA
95827
PC
GENERAL SUPPORT
400,000
UNION THEOLOGICAL SEMINARY
3041 BROADWAY BOX 47
NEW YORK
,
NY
10027
PC
POOR PEOPLES CAMPAIGN
600
UNIVERSITY OF ARIZONA FOUNDATION
PO BOX 210150 1508 E HELEN ST
TUCSON
,
AZ
85721
PC
RICHARD SHELTON'S "POETRY IN PRISONS" PROJECT
120,000
UNIVERSITY OF NEW MEXICO FOUNDATION
NEW MEXICO PBS 1130 UNIVERSITY BLVD
NE
ALBUQUERQUE
,
NM
87102
PC
GENERAL SUPPORT - KNME
1,600
US CONFERENCE OF CATHOLIC BISHOPS
HOLY ROSARY PARISH 4139 42ND AVENUE
SW
SEATTLE
,
WA
98116
PC
BABY HOME UGANDA
600
US CONFERENCE OF CATHOLIC BISHOPS
1016 16TH STREET NW
WASHINGTON
,
DC
20036
PC
TIJUANA JESUITS
56,000
VALDEZ-QUADE KRISTIN
15 UNIVERSITY PLACE APT 2 N
PRINCETON
,
NJ
08540
I
LITERARY FELLOWSHIP - FICTION
37,500
VLADEM CONTEMPORARY ART MUSEUM
404 MONTEZUMA AVE
SANTA FE
,
NM
87501
PC
SPECIAL EVENT
1,000
YOUNG CHICAGO AUTHORS
1180 NORTH MILWAUKEE
CHICAGO
,
IL
60642
PC
TEACHING ARTIST CULTIVATION PROGRAM
80,000
L ARTBAN PROJECTS INC
4832 NW 25TH WAY
BOCA RATON
,
FL
33434
PC
DONATION OF ART
1,200
CITY OF MARFA
113 S HIGHLAND AVE
MARFA
,
TX
79843
GOV
DONATION OF LAND
132,000
Total
.................................
3a
12,065,775
b
Approved for future payment
CAVE CANEM
20 JAY STREET SUITE 310-A
BROOKLYN
,
NY
11201
PC
GENERAL OPERATING SUPPORT
350,000
ENOTE JIM
313 READ STREET
SANTA FE
,
NM
875012628
I
INDIGENOUS COMMUNITY FELLOWSHIP AWARD
175,000
Total
.................................
3b
525,000
Form
990-PF
(2023)
Form 990-PF (2023)
Page
12
Part XV-A
Analysis of Income-Producing Activities
Enter gross amounts unless otherwise indicated.
Unrelated business income
Excluded by section 512, 513, or 514
(e)
Related or exempt
function income
(See instructions.)
1
Program service revenue:
(a)
Business code
(b)
Amount
(c)
Exclusion code
(d)
Amount
a
b
c
d
e
f
g
Fees and contracts from government agencies
2
Membership dues and assessments
....
3
Interest on savings and temporary cash
investments
...........
14
749
4
Dividends and interest from securities
....
14
4,341,704
5
Net rental income or (loss) from real estate:
a
Debt-financed property
......
b
Not debt-financed property
.....
6
Net rental income or (loss) from personal property
7
Other investment income
.....
8
Gain or (loss) from sales of assets other than
inventory
............
18
2,391,333
9
Net income or (loss) from special events:
10
Gross profit or (loss) from sales of inventory
11
Other revenue:
a
b
c
d
e
12
Subtotal. Add columns (b), (d), and (e)
..
0
6,733,786
0
13
Total.
Add line 12, columns (b), (d), and (e)
..................
13
6,733,786
(See worksheet in line 13 instructions to verify calculations.)
Part XV-B
Relationship of Activities to the Accomplishment of Exempt Purposes
Line No.
Explain below how each activity for which income is reported in column (e) of Part XV-A contributed importantly to
the accomplishment of the foundation’s exempt purposes (other than by providing funds for such purposes). (See
instructions.)
Form
990-PF
(2023)
Form 990-PF (2023)
Page
13
Part XVI
Information Regarding Transfers To and Transactions and Relationships With Noncharitable Exempt Organizations
1
Did the organization directly or indirectly engage in any of the following with any other organization described in section 501(c) (other than section 501(c)(3) organizations) or in section 527, relating to political organizations?
Yes
No
a
Transfers from the reporting foundation to a noncharitable exempt organization of:
(1)
Cash
...................................
1a(1)
No
(2)
Other assets
.................................
1a(2)
No
b
Other transactions:
(1)
Sales of assets to a noncharitable exempt organization
....................
1b(1)
No
(2)
Purchases of assets from a noncharitable exempt organization
..................
1b(2)
No
(3)
Rental of facilities, equipment, or other assets
.......................
1b(3)
No
(4)
Reimbursement arrangements
...........................
1b(4)
No
(5)
Loans or loan guarantees
.............................
1b(5)
No
(6)
Performance of services or membership or fundraising solicitations
................
1b(6)
No
c
Sharing of facilities, equipment, mailing lists, other assets, or paid employees
..............
1c
No
d
If the answer to any of the above is "Yes," complete the following schedule. Column
(b)
should always show the fair market value
of the goods, other assets, or services given by the reporting foundation. If the foundation received less than fair market value
in any transaction or sharing arrangement, show in column
(d)
the value of the goods, other assets, or services received.
(a)
Line No.
(b)
Amount involved
(c)
Name of noncharitable exempt organization
(d)
Description of transfers, transactions, and sharing arrangements
2a
Is the foundation directly or indirectly affiliated with, or related to, one or more tax-exempt organizations
described in section 501(c) (other than section 501(c)(3)) or in section 527?
...........
Yes
No
b
If "Yes," complete the following schedule.
(a)
Name of organization
(b)
Type of organization
(c)
Description of relationship
Sign Here
Under penalties of perjury, I declare that I have examined this return, including accompanying schedules and statements, and to the best of my knowledge and belief, it is true, correct, and complete. Declaration of preparer (other than taxpayer) is based on all information of which preparer has any knowledge.
May the IRS discuss this return
with the preparer shown below?
See instructions.
Yes
No
Signature of officer or trustee
Date
Title
Paid Preparer Use Only
Print/Type preparer's name
Preparer's Signature
Date
Check if self-
employed
PTIN
Firm's name
Firm's EIN
Firm's address
Phone no.
Form
990-PF
(2023)
Additional Data
Software ID:
Software Version:
Form 990PF - Special Condition Description:
Special Condition Description