Form990-PF

Department of the Treasury
Internal Revenue Service

Return of Private Foundation
or Section 4947(a)(1) Trust Treated as Private Foundation
bulletDo not enter social security numbers on this form as it may be made public.
bulletInformation about Form 990-PF and its instructions is at www.irs.gov/form990pf.
OMB No. 1545-0052
2014
Open to Public Inspection
For calendar year 2014, or tax year beginning 2014, and ending , 20
Name of foundation
CON ALMA HEALTH FOUNDATION INC
 

Number and street (or P.O. box number if mail is not delivered to street address)144 PARK AVE   Room/suite
City or town, state or province, country, and ZIP or foreign postal code
SANTA FE, NM875011833
A Employer identification number

85-0484396
B Telephone number (see instructions)

(505) 438-0776
C bullet
G Check all that apply:

D 1. bullet
2. bullet
E bullet
H Check type of organization:
I Fair market value of all assets at end
of year (from Part II, col. (c),
line 16)bullet$27,191,502J Accounting method:
 
(Part I, column (d) must be on cash basis.)
F bullet
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)
Revenue 1 Contributions, gifts, grants, etc., received (attach
schedule).............. 295,100
2 Check bullet
Sch. B ...............
3 Interest on savings and temporary cash investments 326 326  
4 Dividends and interest from securities...... 1,001,661 1,001,661  
5a Gross rents..............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 Click to see attachment 2,495,311
b Gross sales price for all assets on line 6a 20,096,655
7 Capital gain net income (from Part IV, line 2)... 2,495,311
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)....... Click to see attachment 10,723    
12 Total. Add lines 1 through 11........ 3,803,121 3,497,298  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 119,279 29,820   89,459
14 Other employee salaries and wages...... 221,318 55,329   165,989
15 Pension plans, employee benefits....... 21,267 5,317   15,950
16a Legal fees (attach schedule)......... Click to see attachment 1,931 966   965
b Accounting fees (attach schedule)....... Click to see attachment 46,891 23,445   23,446
c Other professional fees (attach schedule).... Click to see attachment 114,707     113,665
17 Interest............... 1     1
18 Taxes (attach schedule) (see instructions)... Click to see attachment 91,032 6,420   19,127
19 Depreciation (attach schedule) and depletion... Click to see attachment 27,349 6,837  
20 Occupancy.............. 34,228 8,557   25,671
21 Travel, conferences, and meetings....... 32,390 7,809   23,427
22 Printing and publications.......... 1,684     1,330
23 Other expenses (attach schedule)....... Click to see list of attachments 164,639 78,571   77,282
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 876,716 223,071   556,312
25 Contributions, gifts, grants paid........ 556,500 419,600
26 Total expenses and disbursements. Add lines 24 and 25 1,433,216 223,071   975,912
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements 2,369,905
b Net investment income (if negative, enter -0-) 3,274,227
c Adjusted net income (if negative, enter -0-)...  
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2014)
Form 990-PF (2014)
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
Assets 1 Cash—non-interest-bearing............... 555,560 490,668 490,668
2 Savings and temporary cash investments.......... 1,823,263 769,278 769,278
3 Accounts receivable bullet  
Less: allowance for doubtful accounts bullet        
4 Pledges receivable bullet  
Less: allowance for doubtful accounts bullet        
5 Grants receivable.................   141,668 141,668
6 Receivables due from officers, directors, trustees, and other
disqualified persons (attach schedule) (see instructions).....      
7 Other notes and loans receivable (attach schedule) bullet  
Less: allowance for doubtful accounts bullet        
8 Inventories for sale or use...............      
9 Prepaid expenses and deferred charges........... 2,509 5,565 5,565
10a Investments—U.S. and state government obligations (attach schedule)      
b Investments—corporate stock (attach schedule)........ 23,788,933 Click to see attachment24,984,866 24,984,866
c Investments—corporate bonds (attach schedule)........      
11 Investments—land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
12 Investments—mortgage loans..............      
13 Investments—other (attach schedule)...........      
14 Land, buildings, and equipment: basis bullet1,078,372
Less: accumulated depreciation (attach schedule) bullet279,012 828,667 Click to see attachment799,360 799,360
15 Other assets (describe bullet) Click to see attachment97 Click to see attachment97 Click to see attachment97
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 26,999,029 27,191,502 27,191,502
Liabilities 17 Accounts payable and accrued expenses.......... 97,558 22,972
18 Grants payable.................. 126,100 275,500
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 bullet) Click to see attachment4,826 Click to see attachment51,971
23 Total liabilities (add lines 17 through 22).......... 228,484 350,443
Net Assets or Fund Balances bullet
and complete lines 24 through 26 and lines 30 and 31.
24 Unrestricted................... 719,432 635,234
25 Temporarily restricted................ 22,551,113 22,705,825
26 Permanently restricted................ 3,500,000 3,500,000
bullet
and complete lines 27 through 31.
27 Capital stock, trust principal, or current funds.........    
28 Paid-in or capital surplus, or land, bldg., and equipment fund    
29 Retained earnings, accumulated income, endowment, or other funds    
30 Total net assets or fund balances (see instructions)...... 26,770,545 26,841,059
31 Total liabilities and net assets/fund balances (see instructions).. 26,999,029 27,191,502
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 30 (must agree
with end-of-year figure reported on prior year’s return)............... 1 26,770,545
2 Enter amount from Part I, line 27a..................... 2 2,369,905
3 Other increases not included in line 2 (itemize) bullet 3  
4 Add lines 1, 2, and 3.......................... 4 29,140,450
5 Decreases not included in line 2 (itemize) bulletClick to see attachment 5 2,299,391
6 Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 30. 6 26,841,059
Form 990-PF (2014)
Form 990-PF (2014)
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 PUBLICLY TRADED SECURITIES P    
b
c
d
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 20,096,655   17,601,344 2,495,311
b
c
d
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       2,495,311
b
c
d
e
2 Capital gain net income or (net capital loss) Bracket If gain, also enter in Part I, line 7
If (loss), enter -0- in Part I, line 7		 Bracket 2 2,495,311
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 . . . . . . . . . . . . . . . . 		Bracket 3 2,495,311
Part V
Qualification Under Section 4940(e) for Reduced Tax on Net Investment Income
(For optional use by domestic private foundations subject to the section 4940(a) tax on net investment income.)

If section 4940(d)(2) applies, leave this part blank.
Was the foundation liable for the section 4942 tax on the distributable amount of any year in the base period?
If "Yes," the foundation does not qualify under section 4940(e). Do not complete this part.
1 Enter the appropriate amount in each column for each year; see instructions before making any entries.
(a)
Base period years Calendar
year (or tax year beginning in) 		(b)
Adjusted qualifying distributions 		(c)
Net value of noncharitable-use assets 		(d)
Distribution ratio
(col. (b) divided by col. (c))
2013 1,096,455 23,432,099 0.046793
2012 993,783 23,154,527 0.042920
2011 1,327,091 23,430,595 0.056639
2010 1,019,445 22,319,803 0.045674
2009 1,873,922 19,678,057 0.095229
2 Total of line 1, column (d) ...................... 2 0.287255
3 Average distribution ratio for the 5-year base period—divide the total on line 2 by 5, or by
the number of years the foundation has been in existence if less than 5 years. . . 		3 0.057451
4 Enter the net value of noncharitable-use assets for 2014 from Part X, line 5..... 4 26,633,201
5 Multiply line 4 by line 3....................... 5 1,530,104
6 Enter 1% of net investment income (1% of Part I, line 27b)........... 6 32,742
7 Add lines 5 and 6......................... 7 1,562,846
8 Enter qualifying distributions from Part XII, line 4.............. 8 975,912
If line 8 is equal to or greater than line 7, check the box in Part VI, line 1b, and complete that part using a 1% tax rate. See
the Part VI instructions.
Form 990-PF (2014)
Form 990-PF (2014)
Page 4
Part VI
Excise Tax Based on Investment Income (Section 4940(a), 4940(b), 4940(e), or 4948—see page 18 of the instructions)
1a Bulletand enter “N/A" on line 1. Bracket
Date of ruling or determination letter:   (attach copy of letter if necessary–see instructions)
b 1 65,485
hereBulletand enter 1% of Part I, line 27b...................
c All other domestic foundations enter 2% of line 27b. Exempt foreign organizations enter 4% 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  
3 Add lines 1 and 2........................... 3 65,485
4 Subtitle A (income) tax (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 4  
5 Tax based on investment income. Subtract line 4 from line 3. If zero or less, enter -0- ..... 5 65,485
6 Credits/Payments:
a 2014 estimated tax payments and 2013 overpayment credited to 2014 6a 55,440
b Exempt foreign organizations—tax withheld at source....... 6b
c Tax paid with application for extension of time to file (Form 8868)... 6c  
d Backup withholding erroneously withheld ........... 6d  
7 Total credits and payments. Add lines 6a through 6d.............. Part VI Line 7 - Tax Paid with the Original Return: 10045 7 65,485
8 Enter any penalty for underpayment of estimated tax. if Form 2220 is attached. 8  
9 Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed.......Bullet 9  
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...Bullet 10  
11 Enter the amount of line 10 to be: Credited to 2015 estimated taxBullet   RefundedBullet 11  
Part VII-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 Instructions
for 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. bullet$   (2) On foundation managers.bullet$  
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.bullet$  
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 XV..................................
    7
    Yes
     
    8a
    Enter the states to which the foundation reports or with which it is registered (see instructions)
    bullet
    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 2014 or the taxable year beginning in 2014 (see instructions for Part XIV)?
    If "Yes," complete Part XIV.............................
    9
     
    No
    Form 990-PF (2014)
    Form 990-PF (2014)
    Page 5
    Part VII-A
    Statements Regarding Activities (continued)
    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 addressbulletWWW.CONALMA.ORG
    14
    The books are in care ofbulletCANDACE HINTENACH Telephone no.bullet (505) 994-8939
    Located atbullet3912 ST ANDREWS DR SERIO RANCHONM ZIP+4bullet87124
    15
    Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of Form 1041.........bullet
    and enter the amount of tax-exempt interest received or accrued during the year ......bullet
    15  
    16 At any time during calendar year 2014, did the foundation have an interest in or a signature or other authority over YesNo
    a bank, securities, or other financial account in a foreign country?
    16   No
    See instructions for exceptions and filing requirements for FinCEN Form 114, Report of Foreign Bank and Financial Accounts (FBAR). If "Yes", enter the name of the foreign country bullet  
    Form 990-PF (2014)
    Form 990-PF (2014)
    Page 6
    Part VII-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?
    (2) Borrow money from, lend money to, or otherwise extend credit to (or accept it from)
    a disqualified person?........................
    (3) Furnish goods, services, or facilities to (or accept them from) a disqualified person?
    (4) Pay compensation to, or pay or reimburse the expenses of, a disqualified person?
    (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)?.................
    (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.).........
    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
     
     
    .........bullet
    c
    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 2014?.............
    1c
     
    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 2014, did the foundation have any undistributed income (lines 6d
    and 6e, Part XIII) for tax year(s) beginning before 2014?...............
    If "Yes," list the years bullet20, 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.
    bullet20, 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?........................
    b
    If "Yes," did it have excess business holdings in 2014 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 2014.)....................
    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 2014?
    4b
     
    No
    5a
    During the year did the foundation pay or incur any amount to:
    (1) Carry on propaganda, or otherwise attempt to influence legislation (section 4945(e))?
    (2) Influence the outcome of any specific public election (see section 4955); or to carry
    on, directly or indirectly, any voter registration drive?...............
    (3) Provide a grant to an individual for travel, study, or other similar purposes?
    (4) Provide a grant to an organization other than a charitable, etc., organization described
    in section 4945(d)(4)(A)? (see instructions)..................
    (5) Provide for any purpose other than religious, charitable, scientific, literary, or
    educational purposes, or for the prevention of cruelty to children or animals?........
    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
     
     
    .........bullet
    c
    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?............
    If "Yes," attach the statement required by Regulations section 53.4945–5(d).
    6a
    Did the foundation, during the year, receive any funds, directly or indirectly, to pay premiums on
    a personal benefit contract?.......................
    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?
    b
    If yes, did the foundation receive any proceeds or have any net income attributable to the transaction? ....
    7b
     
     
    Form 990-PF (2014)
    Form 990-PF (2014)
    Page 7
    Part VIII
    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
    ERIN BOUQUIN MD PRESIDENT
    1.00     		0 0 0
    144 PARK AVE
    SANTA FE,NM87501
    LOUIS J LUNA VICE PRESIDE
    1.00     		0 0 0
    144 PARK AVE
    SANTA FE,NM87501
    RICHARD TYNER TREASURER
    1.00     		0 0 0
    144 PARK AVE
    SANTA FE,NM87501
    ALFREDO VIGIL SECRETARY
    1.00     		0 0 0
    144 PARK AVE
    SANTA FE,NM87501
    MARCIE CHAVEZ TRUSTEE
    1.00     		0 0 0
    144 PARK AVE
    SANTA FE,NM87501
    JUDITH COOPER TRUSTEE
    1.00     		0 0 0
    144 PARK AVE
    SANTA FE,NM87501
    VALERIE ROMERO-LEGGOTT TRUSTEE
    1.00     		0 0 0
    144 PARK AVE
    SANTA FE,NM87501
    SHERRICK ROANHORSE TRUSTEE
    1.00     		0 0 0
    144 PARK AVE
    SANTA FE,NM87501
    TWILA RUTTER TRUSTEE
    1.00     		0 0 0
    144 PARK AVE
    SANTA FE,NM87501
    JIM SUMMERS TRUSTEE
    1.00     		0 0 0
    144 PARK AVE
    SANTA FE,NM87501
    ARDENA OROSCO TRUSTEE
    1.00     		0 0 0
    144 PARK AVE
    SANTA FE,NM87501
    SEBRENA OLIVER TRUSTEE
    1.00     		0 0 0
    144 PARK AVE
    SANTA FE,NM87501
    BENNY SHENDO TRUSTEE
    1.00     		0 0 0
    144 PARK AVE
    SANTA FE,NM87501
    DOLORES ROYBAL EXECUTIVE DI
    40.00     		119,279 11,960 0
    144 PARK AVE
    SANTA FE,NM87501
    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
    AMY DONAFRIO ASSISTANT DI
    30.00     		53,109 5,603  
    144 PARK AVE
    SANTA FE,NM87507
    SUSAN CANTOR ADMINISTRATO
    40.00     		54,404    
    144 PARK AVE
    SANTA FE,NM87507
    Total number of other employees paid over $50,000...................bullet 2
    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
    NONE
    Total number of others receiving over $50,000 for professional services.............bullet  
    Part IX-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 THE FOUNDATION WAS AWARDED A THREE (3) YEAR GRANT IN 2012 FROM THE TIDES FOUNDATION INNOVATION FUND FOR THE CONVERGENCE PARTNERSHIP. THIS IS A COLLABORATION OF LOCAL AND NATIONAL FUNDERS WITH THE SHARED GOAL OF CHANGING POLICIES AND ENVIRONMENTS TO BETTER ACHIEVE THE VISION OF HEALTHY PEOPLE LIVING IN HEALTHY PLACES. THE GOALS FOR THIS EFFORT ARE TO PROMOTE EQUITY AND HEALTH BY INCREASING EQUITABLE BUILT ENVIRONMENTS AND ACCESS TO HEALTHY FOOD WITH A FOCUS ON LOW-INCOME COMMUNITIES, RURAL COMMUNITIES, AND COMMUNITIES OF COLOR. 143,000
    2 THE FOUNDATION WAS AWARDED A TWO (2) YEAR GRANT IN 2014 FROM THE W.K. KELLOGG FOUNDATION TO SUPPORT EFFORTS TO REDUCE HEALTH DISPARITIES AND ADVANCE HEALTH EQUITY IN NEW MEXICO. THE PROJECT WILL FOCUS ON THE TRACKING AND MONITORING OF THE AFFORDABLE CARE ACT AND OTHER ISSUES IN REGARDS TO HEALTH EQUITY FOR LOW-INCOME AND COMMUNITIES OF COLOR. THE NEEDS OF THE PROJECT WILL BE ADDRESSED THROUGH A VARIETY OF STRATEGIES RELATED TO THE IMPLEMENTATION ACA. 37,653
    3 THE FOUNDATION WAS AWARDED A THREE (3) YEAR GRANT IN 2012 FROM THE TIDES FOUNDATION INNOVATION FUND FOR THE CONVERGENCE PARTNERSHIP. THIS IS A COLLABORATION OF LOCAL AND NATIONAL FUNDERS WITH THE SHARED GOAL OF CHANGING POLICIES AND ENVIRONMENTS TO BETTER ACHIEVE THE VISION OF HEALTHY PEOPLE LIVING IN HEALTHY PLACES. THE GOALS FOR THIS EFFORT ARE TO PROMOTE EQUITY AND HEALTH BY INCREASING EQUITABLE BUILT ENVIRONMENTS AND ACCESS TO HEALTHY FOOD WITH A FOCUS ON LOW-INCOME COMMUNITIES, RURAL COMMUNITIES, AND COMMUNITIES OF COLOR. 99,478
    4  
    Form 990-PF (2014)
    Form 990-PF (2014)
    Page 8
    Part IX-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 N/A  
    2  
    All other program-related investments. See instructions.
    3  
    Total. Add lines 1 through 3.........................bullet  
    Part X
    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
    25,724,591
    b
    Average of monthly cash balances.......................
    1b
    500,178
    c
    Fair market value of all other assets (see instructions)................
    1c
    814,014
    d
    Total (add lines 1a, b, and c).........................
    1d
    27,038,783
    e
    Reduction claimed for blockage or other factors reported on lines 1a and
    1c (attach detailed explanation) .............
    1e
     
    2
    Acquisition indebtedness applicable to line 1 assets..................
    2
     
    3
    Subtract line 2 from line 1d.........................
    3
    27,038,783
    4
    Cash deemed held for charitable activities. Enter 1 1/2% of line 3 (for greater amount, see
    instructions) .............................
    4
    405,582
    5
    Net value of noncharitable-use assets. Subtract line 4 from line 3. Enter here and on Part V, line 4
    5
    26,633,201
    6
    Minimum investment return. Enter 5% of line 5..................
    6
    1,331,660
    Part XI
    Distributable Amount bullet and do not complete this part.)
    1
    Minimum investment return from Part X, line 6....................
    1
    1,331,660
    2a
    Tax on investment income for 2014 from Part VI, line 5......
    2a
    65,485
    b
    Income tax for 2014. (This does not include the tax from Part VI.)...
    2b
     
    c
    Add lines 2a and 2b............................
    2c
    65,485
    3
    Distributable amount before adjustments. Subtract line 2c from line 1............
    3
    1,266,175
    4
    Recoveries of amounts treated as qualifying distributions................
    4
     
    5
    Add lines 3 and 4............................
    5
    1,266,175
    6
    Deduction from distributable amount (see instructions).................
    6
     
    7
    Distributable amount as adjusted. Subtract line 6 from line 5. Enter here and on Part XIII, line 1 ...
    7
    1,266,175
    Part XII
    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
    975,912
    b
    Program-related investments—total from Part IX-B..................
    1b
     
    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 V, line 8, and Part XIII, line 4
    4
    975,912
    5
    Foundations that qualify under section 4940(e) for the reduced rate of tax on net investment
    income. Enter 1% of Part I, line 27b (see instructions).................
    5
     
    6
    Adjusted qualifying distributions. Subtract line 5 from line 4..............
    6
    975,912
    Note: The amount on line 6 will be used in Part V, column (b), in subsequent years when calculating whether the foundation qualifies for
    the section 4940(e) reduction of tax in those years.
    Form 990-PF (2014)
    Form 990-PF (2014)
    Page 9
    Part XIII
    Undistributed Income (see instructions)
    (a)
    Corpus     		(b)
    Years prior to 2013     		(c)
    2013     		(d)
    2014
    1 Distributable amount for 2014 from Part XI, line 7 1,266,175
    2 Undistributed income, if any, as of the end of 2014:
    a Enter amount for 2013 only.......  
    b Total for prior years:20, 20, 20  
    3 Excess distributions carryover, if any, to 2014:
    a From 2009....... 895,555
    b From 2010.......  
    c From 2011....... 190,299
    d From 2012.......  
    e From 2013.......  
    fTotal of lines 3a through e......... 1,085,854
    4Qualifying distributions for 2014 from Part
    XII, line 4: bullet$ 975,912
    a Applied to 2013, but not more than line 2a  
    b Applied to undistributed income of prior years
    (Election required—see instructions).....     		 
    c Treated as distributions out of corpus (Election
    required—see instructions).........     		69,453
    d Applied to 2014 distributable amount..... 906,459
    e Remaining amount distributed out of corpus  
    5 Excess distributions carryover applied to 2014. 359,716 359,716
    (If an amount appears in column (d), the
    same amount must be shown in column (a).)
    6Enter the net total of each column as
    indicated below:
    a Corpus. Add lines 3f, 4c, and 4e. Subtract line 5 795,591
    b Prior years’ undistributed income. Subtract
    line 4b from line 2b ...........     		 
    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......     		 
    d Subtract line 6c from line 6b. Taxable amount
    —see instructions ...........     		 
    e Undistributed income for 2013. Subtract line
    4a from line 2a. Taxable amount—see
    instructions .............     		 
    f Undistributed income for 2014. Subtract
    lines 4d and 5 from line 1. This amount must
    be distributed in 2015 ..........     		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) .......     		69,453
    8Excess distributions carryover from 2009 not
    applied on line 5 or line 7 (see instructions) ...     		466,386
    9Excess distributions carryover to 2015.
    Subtract lines 7 and 8 from line 6a ......     		259,752
    10 Analysis of line 9:
    a Excess from 2010....  
    b Excess from 2011.... 190,299
    c Excess from 2012....  
    d Excess from 2013....  
    e Excess from 2014.... 69,453
    Form 990-PF (2014)
    Form 990-PF (2014)
    Page 10
    Part XIV
    Private Operating Foundations (see instructions and Part VII-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 2014, enter the date of the ruling.......bullet
     
    b Check box to indicate whether the organization is a private operating foundation described in section or
    2a Enter the lesser of the adjusted net
    income from Part I or the minimum
    investment return from Part X for each
    year listed ..........     		Tax year Prior 3 years (e) Total
    (a) 2014 (b) 2013 (c) 2012 (d) 2011
             
    b 85% of line 2a .........          
    c Qualifying distributions from Part XII,
    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 X, 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 XV
    Supplementary Information (Complete this part only if the organization had $5,000 or more in
    assets at any time during the year—see instructions.)
    1Information Regarding Foundation Managers:
    aList 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).)
    bList 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.
    2Information Regarding Contribution, Grant, Gift, Loan, Scholarship, etc., Programs:
    Check here bullet
    aThe name, address, and telephone number or e-mail address of the person to whom applications should be addressed:
    CON ALMA HEALTH-GRANT MAKING COMMIT
    114 PARK AVE
    SANTA FE,NM87501
    (505) 438-0776
    bThe form in which applications should be submitted and information and materials they should include:
    GRANT INFORMATION MAY BE OBTAINED AT WWW.CONALMA.ORG
    cAny submission deadlines:
    SEE WEBSITE FOR GRANT SCHEDULE
    dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
    factors:
    GRANTS ARE AWARDED TO QUALIFIED 501(C)3 ORGANIZATION SERVING THE HEALTHCARE NEEDS OF NEW MEXICANS.
    Form 990-PF (2014)
    Form 990-PF (2014)
    Page 11
    Part XV
    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)
    aPaid during the year
    ALZHEIMER'S ASSOCIATION NEW MEXICO
    9500 MONTGOMERY NE SUITE
    ALBUQUERQUE,NM87111     		  509(A)(1) HEALTHCARE 5,500
    AMIGOS DEL VALLE
    PO BOX 4057
    FAIRVIEW,NM87533     		  509(A)(1) HEALTHCARE 7,500
    BOYS & GIRLS CLUBS OF SANTA FEDEL
    PO BOX 2403
    SANTA FE,NM87504     		  509(A)(1) HEALTHCARE 7,500
    CANCER FOUNDATION FOR NEW MEXICO
    3005 SOUTH ST FRANCIS DR
    SANTA FE,NM87505     		  509(A)(1) HEALTHCARE 7,500
    FAMILY STRENGTHS NETWORK (FSN)
    1990 DIAMOND DRIVE
    LOS ALAMOS,NM87544     		  509(A)(1) HEALTHCARE 3,400
    FAMILY YMCA THE
    1450 IRIS STREET
    LOS ALAMOS,NM87544     		  509(A)(1) HEALTHCARE 7,500
    INSIDE OUT
    919 N RIVERSIDE DRIVE S
    ESPANOLA,NM87532     		  509(A)(1) HEALTHCARE 5,000
    LOS ALAMOS FAMILY COUNCIL
    1505 15TH STREET SUITE C
    LOS ALAMOS,NM87544     		  509(A)(1) HEALTHCARE 2,500
    NEW MEXICO ACEQUIA ASSOCIATION
    805 EARLY STREET STE 20
    SANTA FE,NM87505     		  509(A)(1) HEALTHCARE 7,500
    SOUTHWEST CARE CENTER
    649 HARKLE ROAD
    SANTA FE,NM87505     		  509(A)(2) HEALTHCARE 7,500
    APPLESEED OF NEW MEXICO
    600 CENTRAL AVE SE
    ALBUQUERQUE,NM87102     		  509(A)(1) HEALTHCARE 5,000
    CHAINBREAKER COLLECTIVE
    PO BOX 31666
    SANTA FE,NM87594     		  509(A)(1) HEALTHCARE 5,000
    DAR A LUZ BIRTH AND HEALTH CENTER
    7708 4TH ST NW
    LOS RANCHOS,NM87107     		  509(A)(1) HEALTHCARE 5,000
    NEW MEXICO STATE UNIVERSITY FOUNDAT
    1305 NORTH HORSESHOE DRD
    LAS CRUCES,NM88003     		  509(A)(1) HEALTHCARE 1,000
    NATIVE AMERICAN COMMUNITY ACADEMY F
    1100 CARDENAS AVENUE SE
    ALBUQUERQUE,NM87108     		  509(A)(1) HEALTHCARE 6,000
    NEW MEXICO COMMUNITY FOUNDATION
    502 WEST CORDOVA ROAD SU
    SANTA FE,NM87505     		  509(A)(1) HEALTHCARE 5,000
    DIRECT CARE ALLIANCE
    4 W 43RD ST STE 611
    NEW YORK,NY10036     		  509(A)(1) HEALTHCARE 5,500
    PERMACULTURE GUILD INC
    PO BOX 4312
    SANTA FE,NM87502     		  509(A)(2) HEALTHCARE 5,000
    NEW MEXICO HEALTH RESOURCES
    300 SAN MATEO NE SUITE 9
    ALBUQUERQUE,NM87108     		  509(A)(1) HEALTHCARE 5,000
    SENIOR CITIZENS' LAW OFFICE
    4317 LEAD AVENUE SE SUIT
    ALBUQUERQUE,NM87108     		  509(A)(1) HEALTHCARE 5,000
    SIERRA HEALTH COUNCIL
    PO BOX 4689
    T OR C,NM87901     		  509(A)(1) HEALTHCARE 5,000
    LA FAMILIA MEDICAL CENTER
    1035 ALTO STREET
    SANTA FE,NM87501     		  509(A)(1) HEALTHCARE 5,000
    SANTA FE COMMUNITY FOUNDATION
    501 HALONA ST
    SANTA FE,NM87505     		  501(C)(3) HEALTHCARE 5,000
    HISPANICS IN PHILANTHROPY
    414 13TH STREET SUITE 20
    OAKLAND,CA94612     		  509(A)(1) HEALTHCARE 5,000
    SANTA FE PROJECT ACCESS
    PO BOX 32145
    SANTA FE,NM87594     		  509(A)(2) HEALTHCARE 10,000
    LAS CUMBRES COMMUNITY SERVICES
    404 HUNTER ST
    ESPANOLA,NM87532     		  509(A)(1) HEALTHCARE 10,000
    NATIVE AMERICAN VOTERS ALLIANCE EDU
    3415 CARLISE NE
    ALBUQUERQUE,NM87110     		  509(A)(1) HEALTHCARE 8,000
    CAMP CORAZONES
    PO BOX 23766
    SANTA FE,NM87505     		  509(A)(1) HEALTHCARE 950
    CENTER FOR NONPROFIT EXCELLENCE
    2340 ALAMO AVENUE SE
    ALBUQUERQUE,NM87106     		  509(A)(1) HEALTHCARE 2,550
    EL VALLE WOMEN'S COLLABORATIVE
    PO BOX 304
    RIBERA,NM87560     		  509(A)(1) HEALTHCARE 5,000
    EL VALLE COMMUNITY CENTER
    PO BOX 61
    VILLANUEVA,NM87583     		  509(A)(1) HEALTHCARE 3,500
    HEALTH ACTION NEW MEXICO
    N CAMINO DEL PUEBLO
    BERNALILLO,NM87004     		  501(C)(3) HEALTHCARE 4,000
    HEALTH ACTION NEW MEXICO
    N CAMINO DEL PUEBLO
    BERNALILLO,NM87004     		  501(C)(3) HEALTHCARE 9,600
    NEW MEXICO ASSOCIATION OF GRANTMAKE
    PO BOX 87504
    SANTA FE,NM87504     		  509(A)(1) HEALTHCARE 5,000
    AMIGOS BRAVOS INC
    PO BOX 238
    TAOS,NM87571     		  509(A)(1) HEALTHCARE 7,500
    NEW MEXICO VOICES FOR CHILDREN
    625 SILVER AVENUE SUITE
    ALBUQUERQUE,NM87102     		  509(A)(1) HEALTHCARE 7,500
    FOOD AND SHELTER INC
    PO BOX 411
    RIBERA,NM87560     		  509(A)(1) HEALTHCARE 5,000
    FIRST CHOICE COMMUNITY HEALTHCARE
    2001 N CENTRO FAMILIAR S
    ALBUQUERQUE,NM87105     		  509(A)(1) HEALTHCARE 7,000
    COMMUNITY FOUNDATION OF SOUTHERN NE
    301 S CHURCH ST STE H
    LAS CRUCES,NM88001     		  509(A)(1) HEALTHCARE 4,300
    HIDALGO MEDICAL SERVICES
    530 DE MOSS ST
    SILVER CITY,NM88045     		  509(A)(1) HEALTHCARE 7,500
    LA FAMILIA MEDICAL CENTER
    1035 ALTO STREET
    SANTA FE,NM87501     		  509(A)(1) HEALTHCARE 5,000
    LA SEMILLA FOOD CENTER
    PO BOX 2579
    ANTHONY,NM88021     		  509(A)(2) HEALTHCARE 7,000
    SANTA FE COMMUNITY FOUNDATION
    501 HALONA STREET
    SANTA FE,NM87504     		  509(A)(1) HEALTHCARE 7,000
    NATIONAL CENTER FOR FRONTIER COMMUN
    902 SANTA RITA STREET
    SILVER CITY,NM88061     		  509(A)(1) HEALTHCARE 12,000
    NEW MEXICO VOICES FOR CHILDREN
    625 SILVER AVENUE SUITE
    ALBUQUERQUE,NM87102     		  509(A)(1) HEALTHCARE 8,800
    NOTAH BEGAY III FOUNDATION INC
    290 PRAIRIE STAR RD
    SANTA ANA PUEBLO,NM87004     		  509(A)(1) HEALTHCARE 8,000
    UNIVERSITY OF NEW MEXICO FOUNDATION
    TWO WOODWARD CENTER 700
    ALBUQUERQUE,NM87102     		  509(A)(1) HEALTHCARE 7,500
    VOLUNTEER CENTER OF GRANT COUNTY T
    PO BOX 416
    SILVER CITY,NM88062     		  509(A)(1) HEALTHCARE 4,400
    ZUNI YOUTH ENRICHMENT PROJECT
    PO BOX 447
    ZUNI,NM87327     		  509(A)(1) HEALTHCARE 7,500
    LOS ALAMOS COUNCIL ON CANCER
    PO BOX 995
    LOS ALAMOS,NM87544     		  509(A)(1) HEALTHCARE 5,000
    LOS ALAMOS FAMILY COUNCIL
    1505 15TH STREET SUITE C
    LOS ALAMOS,NM87544     		  509(A)(1) HEALTHCARE 7,500
    ALZHEIMER'S ASSOCIATION NEW MEXICO
    9500 MONTGOMERY NE SUITE
    ALBUQUERQUE,NM87111     		  509(A)(1) HEALTHCARE 5,500
    AMIGOS DEL VALLE
    PO BOX 4057
    FAIRVIEW,NM87533     		  509(A)(1) HEALTHCARE 5,500
    BOYS & GIRLS CLUBS OF SANTA FEDEL
    PO BOX 2403
    SANTA FE,NM87504     		  509(A)(1) HEALTHCARE 5,500
    SOUTHWEST CARE CENTER
    649 HARKLE ROAD
    SANTA FE,NM87505     		  509(A)(2) HEALTHCARE 5,500
    CANCER FOUNDATION FOR NEW MEXICO
    3005 SOUTH ST FRANCIS DR
    SANTA FE,NM87505     		  509(A)(1) HEALTHCARE 5,500
    FAMILY STRENGTHS NETWORK (FSN)
    1990 DIAMOND DRIVE
    LOS ALAMOS,NM87544     		  509(A)(1) HEALTHCARE 3,400
    FAMILY YMCA THE
    1450 IRIS STREET
    LOS ALAMOS,NM87544     		  509(A)(1) HEALTHCARE 5,500
    INSIDE OUT
    919 N RIVERSIDE DRIVE S
    ESPANOLA,NM87532     		  509(A)(1) HEALTHCARE 5,000
    LOS ALAMOS NURSE SERVICE INC
    116 CENTRAL PARK SQUARE
    LOS ALAMOS,NM87544     		  509(A)(1) HEALTHCARE 2,200
    NEW MEXICO ACEQUIA ASSOCIATION
    805 EARLY STREET STE 20
    SANTA FE,NM87505     		  509(A)(1) HEALTHCARE 7,500
    APPLESEED OF NEW MEXICO
    600 CENTRAL AVE SE
    ALBUQUERQUE,NM87102     		  509(A)(1) HEALTHCARE 5,000
    CHAINBREAKER COLLECTIVE
    PO BOX 31666
    SANTA FE,NM87594     		  509(A)(1) HEALTHCARE 5,000
    DAR A LUZ BIRTH AND HEALTH CENTER
    7708 4TH ST NW
    LOS RANCHOS,NM87107     		  509(A)(1) HEALTHCARE 5,000
    EASTERN NEW MEXICO UNIVERSITY ROSWE
    PO BOX 6000
    ROSWELL,NM88202     		  509(A)(1) HEALTHCARE 5,000
    NEW MEXICO STATE UNIVERSITY FOUNDAT
    1305 NORTH HORSESHOE DRD
    LAS CRUCES,NM88003     		  509(A)(1) HEALTHCARE 6,000
    NATIVE AMERICAN COMMUNITY ACADEMY F
    1100 CARDENAS AVENUE SE
    ALBUQUERQUE,NM87108     		  509(A)(1) HEALTHCARE 6,000
    NEW MEXICO COMMUNITY FOUNDATION
    502 WEST CORDOVA ROAD SU
    SANTA FE,NM87505     		  509(A)(1) HEALTHCARE 5,000
    DIRECT CARE ALLIANCE
    4 W 43RD ST STE 611
    NEW YORK,NY10036     		  509(A)(1) HEALTHCARE 5,500
    PERMACULTURE GUILD INC
    PO BOX 4312
    SANTA FE,NM87502     		  509(A)(2) HEALTHCARE 5,000
    NEW MEXICO HEALTH RESOURCES
    300 SAN MATEO NE SUITE 9
    ALBUQUERQUE,NM87108     		  509(A)(1) HEALTHCARE 5,000
    SENIOR CITIZENS' LAW OFFICE
    4317 LEAD AVENUE SE SUIT
    ALBUQUERQUE,NM87108     		  509(A)(1) HEALTHCARE 5,000
    SIERRA HEALTH COUNCIL
    PO BOX 4689
    T OR C,NM87901     		  509(A)(1) HEALTHCARE 5,000
    Total .................................bullet 3a 419,600
    bApproved for future payment
    CANCER SERVICES OF NEW MEXICO
    PO BOX 51735
    ALBUQUERQUE,NM87181     		  501(C)(3) HEALTHCARE 5,000
    COMING HOME CONNECTION
    418 CERRILLOS RD 27
    SANTA FE,NM87501     		  501(C)(3) HEALTHCARE 5,000
    COMPASSIONATE TOUCH NETWORK
    1000 CORDOVA PLACE 436
    SANTA FE,NM87505     		  501(C)(3) HEALTHCARE 5,000
    ECHO
    1921 EAST MURRAY DRIVE
    FARMINGTON,NM87401     		  501(C)(3) HEALTHCARE 5,000
    MCCURDY SCHOOL
    261 S MCCURDY ROAD
    ESPANOLA,NM87532     		  501(C)(3) HEALTHCARE 5,000
    SELF HELP
    2390 NORTH ROAD
    LOS ALAMOS,NM87544     		  501(C)(3) HEALTHCARE 6,000
    ALZHEIMER'S ASSOCIATION NEW MEXICO
    9500 MONTGOMERY NE SUITE
    ALBUQUERQUE,NM87111     		  509(A)(1) HEALTHCARE 5,000
    AMIGOS DEL VALLE
    PO BOX 4057
    FAIRVIEW,NM87533     		  509(A)(1) HEALTHCARE 7,500
    BOYS & GIRLS CLUBS OF SANTA FEDEL
    PO BOX 2403
    SANTA FE,NM87504     		  509(A)(1) HEALTHCARE 6,000
    CANCER FOUNDATION FOR NEW MEXICO
    3005 SOUTH ST FRANCIS DR
    SANTA FE,NM87505     		  509(A)(1) HEALTHCARE 6,000
    INSIDE OUT
    919 N RIVERSIDE DRIVE S
    ESPANOLA,NM87532     		  509(A)(1) HEALTHCARE 6,000
    LIONS CLUB OF TAOS INC
    PO BOX 199
    TAOS,NM87571     		  501(C)(3) HEALTHCARE 2,000
    NEW MEXICO ALLIANCE FOR SCHOOL-BASE
    3301-R COORS BLVD NW SU
    ALBUQUERQUE,NM87120     		  501(C)(3) HEALTHCARE 25,000
    NEW MEXICO CENTER ON LAW AND POVERT
    924 PARK AVENUE SWSUITE C
    ALBUQUERQUE,NM87102     		  501(C)(3) HEALTHCARE 25,000
    NEW MEXICO COMMUNITY HEALTH WORKER
    1605-J JUAN TABO NEPO B
    ALBUQUERQUE,NM87198     		  501(C)(3) HEALTHCARE 25,000
    JUSTICE ACCESS SUPPORT AND SOLUTION
    1608 ISLETA BOULEVARD SW
    ALBUQUERQUE,NM87105     		  501(C)(3) HEALTHCARE 25,000
    COMING HOME CONNECTION
    418 CERRILLOS RD 27
    SANTA FE,NM87501     		  501(C)(3) HEALTHCARE 4,500
    HARTLEY HOUSE
    900 MAIN STREET
    CLOVIS,NM88101     		  501(C)(3) HEALTHCARE 4,000
    GENERATION JUSTICE
    318 ISLETA BLVD SW
    ALBUQUERQUE,NM87105     		  501(C)(3) HEALTHCARE 5,000
    HEALTH ACTION NEW MEXICO
    3700 OSUNA ROAD NE SUITE
    ALBUQUERQUE,NM87109     		  501(C)(3) HEALTHCARE 4,000
    HEALTH ACTION NEW MEXICO
    3700 OSUNA ROAD NE SUITE
    ALBUQUERQUE,NM87109     		  501(C)(3) HEALTHCARE 6,000
    PEGASUS LEGAL SERVICES FOR CHILDREN
    3201 FOURTH ST NW
    ALBUQUERQUE,NM87107     		  501(C)(3) HEALTHCARE 5,000
    THINK NEW MEXICO
    1227 PASEO DE PERALTA
    SANTA FE,NM87501     		  501(C)(3) HEALTHCARE 6,000
    YOUNG WOMEN UNITED
    309 GOLD AVE SW
    ALBUQUERQUE,NM87102     		  501(C)(3) HEALTHCARE 5,000
    LAS CUMBRES COMMUNITY SERVICES
    404 HUNTER ST
    ESPANOLA,NM87532     		  509(A)(1) HEALTHCARE 5,000
    SOUTHWEST RESEARCH AND INFORMATION
    PO BOX 4524
    ALBUQUERQUE,NM87196     		  501(C)(3) HEALTHCARE 4,000
    CAREGIVERS WORKFORCE DEVELOPMENT IN
    10 PLACITAS TRAILS ROAD
    PLACITAS,NM87043     		  501(C)(3) HEALTHCARE 5,000
    SANTA FE PROJECT ACCESS
    PO BOX 32145
    SANTA FE,NM87594     		  509(A)(2) HEALTHCARE 4,000
    SENIOR CITIZENS' LAW OFFICE
    4317 LEAD AVENUE SE SUIT
    ALBUQUERQUE,NM87108     		  509(A)(1) HEALTHCARE 5,000
    AMIGOS BRAVOS INC
    PO BOX 238
    TAOS,NM87571     		  509(A)(1) HEALTHCARE 8,000
    NEW MEXICO VOICES FOR CHILDREN
    625 SILVER AVENUE SUITE
    ALBUQUERQUE,NM87102     		  509(A)(1) HEALTHCARE 8,000
    LA FAMILIA MEDICAL CENTER
    1035 ALTO STREET
    SANTA FE,NM87501     		  509(A)(1) HEALTHCARE 7,000
    VOLUNTEER CENTER OF GRANT COUNTY T
    PO BOX 416
    SILVER CITY,NM88062     		  509(A)(1) HEALTHCARE 7,000
    ZUNI YOUTH ENRICHMENT PROJECT
    PO BOX 447
    ZUNI,NM87327     		  509(A)(1) HEALTHCARE 7,000
    Total .................................bullet 3b 263,000
    Form 990-PF (2014)
    Form 990-PF (2014)
    Page 12
    Part XVI-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.)
    1Program service revenue: (a)
    Business code     		(b)
    Amount     		(c)
    Exclusion code     		(d)
    Amount
    a
    b
    c
    d
    e
    f
    gFees and contracts from government agencies          
    2 Membership dues and assessments....          
    3
    Interest on savings and temporary cash investments ............     		    14 326  
    4 Dividends and interest from securities....     14 1,001,661  
    5 Net rental income or (loss) from real estate:
    aDebt-financed property......          
    bNot 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 2,495,311  
    9 Net income or (loss) from special events:         -3,376
    10 Gross profit or (loss) from sales of inventory..          
    11 Other revenue: aOTHER INCOME     1 4,723  
    b
    c
    d
    e
    12 Subtotal. Add columns (b), (d), and (e)..   3,502,021 -3,376
    13Total. Add line 12, columns (b), (d), and (e)..................
    133,498,645
    (See worksheet in line 13 instructions to verify calculations.)
    Part XVI-B
    Relationship of Activities to the Accomplishment of Exempt Purposes
    Line No.
    DownArrow     		Explain below how each activity for which income is reported in column (e) of Part XVI-A contributed importantly to
    the accomplishment of the foundation’s exempt purposes (other than by providing funds for such purposes). (See
    instructions.)
    9 GRANTEE RECOGNITION EVENT
    Form 990-PF (2014)
    Form 990-PF (2014)
    Page 13
    Part XVII
    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) of the Code (other than section 501(c)(3) organizations) or in section 527, relating to political
    Yes
    No
    organizations?
    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) of the Code (other than section 501(c)(3)) or in section 527?...........
    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.
    Bullet Bullet
    May the IRS discuss this return
    with the preparer shown below
    (see instr.)?
    Signature of officer or trustee Date Title
    Paid Preparer Use Only Print/Type preparer's name Preparer's Signature Date PTIN
    Firm's namebullet



    Firm's addressbullet







         		Firm's EINbullet
    Phone no.
    Form 990-PF (2014)
    Additional Data


    Software ID:  
    Software Version:  
    Part VI Line 7 - Tax Paid with the Original Return: 10,045


    Form 990PF - Special Condition Description:
    Special Condition Description
    Schedule B
    (Form 990, 990-EZ,
    or 990-PF)
    Department of the Treasury
    Internal Revenue Service
    Schedule of Contributors
    Arrow Bullet Attach to Form 990, 990-EZ, or 990-PF.
    Arrow Bullet Information about Schedule B (Form 990, 990-EZ, or 990-PF) and its instructions is at www.irs.gov/form990.
    OMB No. 1545-0047
    2014
    Name of the organization
    CON ALMA HEALTH FOUNDATION INC
     
    Employer identification number

    85-0484396
    Organization type (check one):
    Filers of:
    Section:
    Form 990 or 990-EZ





    Form 990-PF




    Check if your organization is covered by the General Rule or a Special Rule.  
    Note. Only a section 501(c)(7), (8), or (10) organization can check boxes for both the General Rule and a Special Rule. See instructions.
    General Rule
    Special Rules
    ......... Arrow Bullet $  
    Caution. An organization that is not covered by the General Rule and/or the Special Rules does not file Schedule B (Form 990,
    990-EZ, or 990-PF), but it must answer “No” on Part IV, line 2, of its Form 990; or check the box on line H of its
    Form 990-EZ or on its Form 990PF, Part I, line 2, to certify that it does not meet the filing requirements of Schedule B (Form 990,
    990-EZ, or 990-PF).
    For Paperwork Reduction Act Notice, see the Instructions
    for Form 990, 990-EZ, or 990-PF.
    Cat. No. 30613XSchedule B (Form 990, 990-EZ, or 990-PF) (2014)

    Schedule B (Form 990, 990-EZ, or 990-PF) (2014)
    Page 2
    Name of organization
    CON ALMA HEALTH FOUNDATION INC
          		Employer identification number

    85-0484396
    Part I
    Contributors (see instructions). Use duplicate copies of Part I if additional space is needed.
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
    1
    WK KELLOGG FOUNDATION
     

       
    ONE MICHIGAN AVE EAST
     
    BATTLE CREEK, MI49017

    		$200,000


    (Complete Part II for noncash contributions.)
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
    2
     
     

    CONVERGENCE PARTNERSHIP OF TIDES  
    PO BOX 29903
     
    SAN FRANCISCO, CA941290198

    		$50,000


    (Complete Part II for noncash contributions.)
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
    3
     
     

    SANTA FE COMMUNITY FOUNDATION  
    501 HALONA ST
     
    SANTA FE, NM87505

    		$10,000


    (Complete Part II for noncash contributions.)
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
    4
     
     

    MCCUNE FOUNDATION  
    345 EAST ALAMDA STREET
     
    SANTA FE, NM87501

    		$15,000


    (Complete Part II for noncash contributions.)
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
    5
     
     

    THE SIMON CHARITABLE FOUNDATION  
    524 DON GASPAR AVE
     
    SANTA FE, NM87505

    		$10,000


    (Complete Part II for noncash contributions.)
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
    6
     
     

    THE NOTAH BEGAY III FOUNDATION  
    290 PRAIRIE STAR RD
     
    SANTA ANA PUEBLO, NM87004

    		$10,000


    (Complete Part II for noncash contributions.)
    Schedule B (Form 990, 990-EZ, or 990-PF) (2014)

    Schedule B (Form 990, 990-EZ, or 990-PF) (2014)
    Page 3
    Name of organization
    CON ALMA HEALTH FOUNDATION INC
          		Employer identification number

    85-0484396
    Part II
    Noncash Property (see instructions). Use duplicate copies of Part II if additional space is needed.
    (a) No.
    from
    Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (see instructions)     		(d)
    Date received
     
    		$    
    (a) No.
    from
    Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (see instructions)     		(d)
    Date received
     
    		$    
    (a) No.
    from
    Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (see instructions)     		(d)
    Date received
     
    		$    
    (a) No.
    from
    Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (see instructions)     		(d)
    Date received
     
    		$    
    (a) No.
    from
    Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (see instructions)     		(d)
    Date received
     
    		$    
    (a) No.
    from
    Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (see instructions)     		(d)
    Date received
     
    		$    
    Schedule B (Form 990, 990-EZ, or 990-PF) (2014)

    Schedule B (Form 990, 990-EZ, or 990-PF) (2014)
    Page 4
    Name of organization
    CON ALMA HEALTH FOUNDATION INC
          		Employer identification number

    85-0484396
    Part III
    Exclusively religious, charitable, etc., contributions to organizations described in section 501(c)(7), (8), or (10)
    that total more than $1,000 for the year from any one contributor. Complete columns (a) through (e) and the following line entry. For organizations completing Part III, enter the total of exclusively religious, charitable, etc., contributions of $1,000 or less for the year. (Enter this information once. See instructions.) Arrow Bullet$  
    Use duplicate copies of Part III if additional space is needed.
    (a) No.
    from
    Part I    		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
     
    (e) Transfer of gift
    Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
     
     
         
     
    (a) No.
    from
    Part I    		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
     
    (e) Transfer of gift
    Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
     
     
         
     
    (a) No.
    from
    Part I    		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
     
    (e) Transfer of gift
    Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
     
     
         
     
    (a) No.
    from
    Part I    		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
     
    (e) Transfer of gift
    Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
     
     
         
     
    Schedule B (Form 990, 990-EZ, or 990-PF) (2014)

    Additional Data


    Software ID:  
    Software Version:  

    TY 2014 AccountingFeesSchedule
    Name:
    CON ALMA HEALTH FOUNDATION INC
    EIN: 85-0484396
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    INDIRECT ACCOUNTING FEES 46,891 23,445   23,446

    Note: To capture the full content of this document, please select landscape mode (11" x 8.5") when printing.

    TY 2014 AmortizationSchedule
    Name:
    CON ALMA HEALTH FOUNDATION INC
    EIN: 85-0484396
    Description of Amortized Expenses Date Acquired, Completed, or Expended Amount Amortized Deduction for Prior Years Amortization Method Current Year Amortization Net Investment Income Adjusted Net Income Total Amount of Amortization
    WEBSITE OVERHAUL 2010-10-28 9,798 6,369 5.0000 1,960     8,329

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    TY 2014 DepreciationSchedule
    Name:
    CON ALMA HEALTH FOUNDATION INC
    EIN: 85-0484396
    Description of Property Date Acquired Cost or Other Basis Prior Years' Depreciation Computation Method Rate /
    Life (# of years)    		 Current Year's Depreciation Expense Net Investment Income Adjusted Net Income Cost of Goods Sold Not Included
    LASERJET 4100N 2002-03-04 1,489 1,489 S/L 5.0000        
    DELL LATITUDE 2002-03-06 2,678 2,678 S/L 5.0000        
    OPTIPLEX GX240 2002-03-06 4,416 4,416 S/L 5.0000        
    POWER CONNECT 2002-03-06 156 156 S/L 5.0000        
    OFFICE JET 2003-02-01 532 532 S/L 5.0000        
    LAND 2004-04-26 119,000              
    FURNITURE 2005-01-20 35,964 35,964 S/L 7.0000        
    APPLIANCES 2005-02-28 1,927 1,927 S/L 7.0000        
    BUILDING 2005-04-01 859,045 192,735 S/L 39.0000 22,026 5,507    
    TELEPHONE SYSTEM 2004-05-19 22,508 22,508 S/L 5.0000        
    ADVENT SOFTWARE 2006-03-06 17,109 17,109 S/L 3.0000        
    MICROEDGE GIFTS PLUS 2010-03-26 5,380 5,380 S/L 3.0000        
    ROOF 2011-10-11 27,943 2,579 S/L 39.0000 1,863 466    
    PHONE SYSTEM 2013-08-25 7,566 630 S/L 5.0000 1,514 378    
    GIFTS ACCESS SOFTWARE 2013-10-07 9,727 486 S/L 5.0000 1,946 486    

    Note: To capture the full content of this document, please select landscape mode (11" x 8.5") when printing.

    TY 2014 GainLossSaleOtherAssetsSch
    Name:
    CON ALMA HEALTH FOUNDATION INC
    EIN: 85-0484396
    Name Date Acquired How Acquired Date Sold Purchaser Name Gross Sales Price Basis Basis Method Sales Expenses Total (net) Accumulated Depreciation
    SCRAPPED ASSETS   PURCHASE 2014-01     46,867       46,867

    TY 2014 InvestmentsCorpStockSchedule
    Name:
    CON ALMA HEALTH FOUNDATION INC
    EIN: 85-0484396
    Name of Stock End of Year Book Value End of Year Fair Market Value
    SCHWAB - FUNDING ACCOUNTING 24,984,866 24,984,866

    TY 2014 LandEtcSchedule2
    Name:
    CON ALMA HEALTH FOUNDATION INC
    EIN: 85-0484396
    Category / Item Cost / Other Basis Accumulated Depreciation Book Value End of Year Fair Market Value
    BUILDING 859,045 214,761 644,284 644,284
    EQUIPMENT 100,327 64,251 36,076 36,076
    LAND 119,000   119,000 119,000


    TY 2014 LegalFeesSchedule
    Name:
    CON ALMA HEALTH FOUNDATION INC
    EIN: 85-0484396
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    INDIRECT LEGAL FEES 1,931 966   965


    TY 2014 OtherAssetsSchedule
    Name:
    CON ALMA HEALTH FOUNDATION INC
    EIN: 85-0484396
    Description Beginning of Year - Book Value End of Year - Book Value End of Year - Fair Market Value
    INTEREST RECEIVABLE 97 97 97


    TY 2014 OtherDecreasesSchedule
    Name:
    CON ALMA HEALTH FOUNDATION INC
    EIN: 85-0484396
    Description Amount
       
       


    TY 2014 OtherExpensesSchedule
    Name:
    CON ALMA HEALTH FOUNDATION INC
    EIN: 85-0484396
    Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    GRANTEE RECOGNITION EVENT        
    OFFICE SUPPLIES 336      
    MEALS 6,490      
    EXPENSES        
    ADVERTISING 952     952
    BANK CHARGES 15     15
    CONTRIBUTIONS 9,550     9,550
    CREDIT CARD EXPENSES 79     79
    DUES & SUBSCRIPTIONS 7,886 1,972   5,914
    EQUIPMENT & SOFTWARE 3,412 853   2,559
    EQUIPMENT MAINT/RENTAL 5,409 1,352   4,057
    INSURANCE 44,313 11,078   33,235
    INVESTMENT EXPENSE 57,467 57,467    
    MEALS 12,155 3,039   9,116
    MISCELLANEOUS 17 4   13
    OFFICE EXPENSE 10,041 2,510   7,531
    POSTAGE & DELIVERY 694 173   521
    SECURITY 492 123   369
    PUBLIC RELATIONS 325     325
    WEBSITE 3,046     3,046


    TY 2014 OtherIncomeSchedule2
    Name:
    CON ALMA HEALTH FOUNDATION INC
    EIN: 85-0484396
    Description Revenue And Expenses Per Books Net Investment Income Adjusted Net Income
    GRANTEE RECOGNITION EVENT 6,000    
    OTHER INCOME 4,723    


    TY 2014 OtherLiabilitiesSchedule
    Name:
    CON ALMA HEALTH FOUNDATION INC
    EIN: 85-0484396
    Description Beginning of Year - Book Value End of Year - Book Value
    EXCISE TAXES PAYABLE 4,825 10,045
    ROUNDING 1  
    STATE WITHHOLDING   840
    ACCRUED WAGES & BENEFITS   41,086


    TY 2014 OtherProfessionalFeesSchedule
    Name:
    CON ALMA HEALTH FOUNDATION INC
    EIN: 85-0484396
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    CONSULTING 113,665     113,665
    GRANTEE RECOGNITION EVENT 1,042      


    TY 2014 TaxesSchedule
    Name:
    CON ALMA HEALTH FOUNDATION INC
    EIN: 85-0484396
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    PAYROLL TAXES 25,503 6,376   19,127
    EXCISE TAX 65,485      
    FOREIGN TAXES PAID 44 44