-
TIN:
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. 1545-0052
20
19
Open to Public Inspection
For calendar year 2019, or tax year beginning
01-01-2019
, and ending
12-31-2019
Name of foundation
PNM RESOURCES FOUNDATION
Number and street (or P.O. box number if mail is not delivered to street address)
414 SILVER SW
Room/suite
City or town, state or province, country, and ZIP or foreign postal code
ALBUQUERQUE
,
NM
871021115
A Employer identification number
85-0309005
B
Telephone number (see instructions)
(505) 241-2209
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)
$
19,822,993
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)
500,000
2
Check
.............
3
Interest on savings and temporary cash investments
783
783
4
Dividends and interest from securities
...
368,054
368,054
5a
Gross rents
............
b
Net rental income or (loss)
6a
Net gain or (loss) from sale of assets not on line 10
876,736
b
Gross sales price for all assets on line 6a
1,824,730
7
Capital gain net income (from Part IV, line 2)
...
876,736
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)
.......
5,004
5,004
12
Total.
Add lines 1 through 11
........
1,750,577
1,250,577
13
Compensation of officers, directors, trustees, etc.
0
0
0
14
Other employee salaries and wages
......
15
Pension plans, employee benefits
.......
16a
Legal fees (attach schedule)
.........
b
Accounting fees (attach schedule)
.......
34,679
24,275
10,404
c
Other professional fees (attach schedule)
....
17
Interest
...............
18
Taxes (attach schedule) (see instructions)
...
12,203
0
0
19
Depreciation (attach schedule) and depletion
...
20
Occupancy
..............
21
Travel, conferences, and meetings
.......
22
Printing and publications
..........
23
Other expenses (attach schedule)
.......
26,089
26,089
0
24
Total operating and administrative expenses.
Add lines 13 through 23
..........
72,971
50,364
10,404
25
Contributions, gifts, grants paid
.......
1,443,256
1,443,256
26
Total expenses and disbursements.
Add lines 24 and 25
1,516,227
50,364
1,453,660
27
Subtract line 26 from line 12:
a
Excess of revenue over expenses and disbursements
234,350
b
Net investment income
(if negative, enter -0-)
1,200,213
c
Adjusted net income
(if negative, enter -0-)
...
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X
Form
990-PF
(2019)
Form 990-PF (2019)
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
.............
18,602
158,948
158,948
2
Savings and temporary cash investments
.........
14,722
3,392
3,392
3
Accounts receivable
Less: allowance for doubtful accounts
4
Pledges receivable
Less: allowance for doubtful accounts
500,000
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
..........
10a
Investments—U.S. and state government obligations (attach schedule)
b
Investments—corporate stock (attach schedule)
.......
c
Investments—corporate bonds (attach schedule)
.......
15,629,065
15,760,781
19,660,653
11
Investments—land, buildings, and equipment: basis
Less: accumulated depreciation (attach schedule)
12
Investments—mortgage loans
.............
13
Investments—other (attach schedule)
..........
14
Land, buildings, and equipment: basis
Less: accumulated depreciation (attach schedule)
15
Other assets (describe
)
16
Total assets
(to be completed by all filers—see the
instructions. Also, see page 1, item I)
16,162,389
15,923,121
19,822,993
17
Accounts payable and accrued expenses
..........
18
Grants payable
.................
505,825
118,475
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
)
1,829
9,036
23
Total liabilities
(add lines 17 through 22)
.........
507,654
127,511
Foundations that follow FASB ASC 958, check here
and complete lines 24, 25, 29 and 30.
24
Net assets without donor restrictions
...........
15,154,735
15,795,610
25
Net assets with donor restrictions
............
500,000
0
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)
.....
15,654,735
15,795,610
30
Total liabilities and net assets/fund balances
(see instructions)
.
16,162,389
15,923,121
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
15,654,735
2
Enter amount from Part I, line 27a
.....................
2
234,350
3
Other increases not included in line 2 (itemize)
3
25,000
4
Add lines 1, 2, and 3
..........................
4
15,914,085
5
Decreases not included in line 2 (itemize)
5
118,475
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29
.
6
15,795,610
Form
990-PF
(2019)
Form 990-PF (2019)
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
VANGUARD 500 INDEX FD
2019-01-15
b
VANGUARD 500 INDEX FD
2019-04-17
c
VANGUARD 500 INDEX FD
2019-04-24
d
MSIF INTERNATIONAL ADV-I
2019-05-08
e
VANGUARD 500 INDEX FD
2019-05-08
MSIF INTERNATIONAL ADV-I
2019-06-20
NATIXIX LOOMIS SAY C/P BND-Y
2019-06-20
PIMCO INV GRD CRD BND
2019-06-20
VANGUARD 500 INDEX FD
2019-06-20
VULCAN VALUE PARTNERS FUND
2019-06-20
VANGUARD 500 INDEX FD
2019-07-12
VANGUARD 500 INDEX FD
2019-08-08
NATIXIX LOOMIS SAY C/P BND-Y
2019-09-13
PIMCO INV GRD CRD BND
2019-09-13
VANGUARD 500 INDEX FD
2019-09-09
VULCAN VALUE PARTNERS FUND
2019-09-09
DODGE & COX INCOME FD
2019-10-08
MSIF INTERNATIONAL ADV-I
2019-10-18
PIMCO INV GRD CRD BND
2019-10-31
VULCAN VALUE PARTNERS FUND
2019-10-18
VANGUARD 500 INDEX FD
2019-11-12
PIMCO INV GRD CRD BND
2019-12-26
VANGUARD 500 INDEX FD
2019-12-17
VULCAN VALUE PARTNERS FUND
2019-12-17
CAPITAL GAINS DIVIDENDS
P
(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
450,000
234,296
215,704
b
13,000
6,502
6,498
c
5,000
2,478
2,522
d
20,000
16,610
3,390
e
15,000
7,554
7,446
20,000
16,089
3,911
40,000
39,194
806
40,000
39,482
518
60,000
29,465
30,535
25,000
20,586
4,414
20,000
9,681
10,319
10,000
4,960
5,040
10,000
9,785
215
10,000
9,781
219
400,000
195,290
204,710
105,000
81,468
23,532
45,000
42,318
2,682
10,000
8,087
1,913
15,000
14,392
608
10,000
7,780
2,220
30,000
14,203
15,797
50,000
47,985
2,015
100,000
45,748
54,252
60,000
44,260
15,740
261,730
261,730
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
215,704
b
6,498
c
2,522
d
3,390
e
7,446
3,911
806
518
30,535
4,414
10,319
5,040
215
219
204,710
23,532
2,682
1,913
608
2,220
15,797
2,015
54,252
15,740
261,730
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
876,736
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
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?
Yes
No
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))
2018
1,657,001
18,640,647
0.088892
2017
1,208,049
18,420,137
0.065583
2016
1,037,063
17,219,418
0.060226
2015
1,096,802
18,117,357
0.060539
2014
1,103,859
18,496,354
0.059680
2
Total
of line 1, column (d)
.....................
2
0.334920
3
Average distribution ratio for the 5-year base period—divide the total on line 2 by 5.0, or by the number of years the foundation has been in existence if less than 5 years
......
3
0.066984
4
Enter the net value of noncharitable-use assets for 2019 from Part X, line 5
......
4
18,558,506
5
Multiply line 4 by line 3
......................
5
1,243,123
6
Enter 1% of net investment income (1% of Part I, line 27b)
...........
6
12,002
7
Add lines 5 and 6
........................
7
1,255,125
8
Enter qualifying distributions from Part XII, line 4
,.............
8
1,453,660
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
(2019)
Form 990-PF (2019)
Page
4
Part VI
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)
b
Domestic foundations that meet the section 4940(e) requirements in Part V, check
1
12,002
here
and 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
0
3
Add lines 1 and 2
...........................
3
12,002
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
12,002
6
Credits/Payments:
a
2019 estimated tax payments and 2018 overpayment credited to 2019
6a
12,847
b
Exempt foreign organizations—tax withheld at source
......
6b
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
12,847
8
Enter any
penalty
for underpayment of estimated tax.
Check here
if Form 2220 is attached.
8
150
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
695
11
Enter the amount of line 10 to be:
Credited to 2020 estimated tax
695
Refunded
11
0
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.
$
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 XV.
.................................
7
Yes
8a
Enter the states to which the foundation reports or with which it is registered (see instructions)
NM
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 2019 or the taxable year beginning in 2019? See the instructions for Part XIV.
If "Yes," complete Part XIV
.............................
9
No
10
Did any persons become substantial contributors during the tax year?
If "Yes," attach a schedule listing their names
and addresses.
...............................
10
Yes
Form
990-PF
(2019)
Form 990-PF (2019)
Page
5
Part VII-A
Statements Regarding Activities
(continued)
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.PNM.COM/FOUNDATION
14
The books are in care of
TIMOTHY REYNOLDS
Telephone no.
(505) 241-2209
Located at
1430 TIERRA VERDE PL SW
ALBUQUERQUE
NM
ZIP+4
87105
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 2019, 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
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?
Yes
No
(2)
Borrow money from, lend money to, or otherwise extend credit to (or accept it from)
a disqualified person?
......................
Yes
No
(3)
Furnish goods, services, or facilities to (or accept them from) a disqualified person?
Yes
No
(4)
Pay compensation to, or pay or reimburse the expenses of, a disqualified person?
Yes
No
(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)?
...............
Yes
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.)
.......
Yes
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
Organizations relying on a current notice regarding disaster assistance check here
........
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 2019?
.............
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 2019, did the foundation have any undistributed income (lines 6d
and 6e, Part XIII) for tax year(s) beginning before 2019?
.............
Yes
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?
......................
Yes
No
b
If "Yes," did it have excess business holdings in 2019 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 2019.)
..................
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 2019?
4b
No
Form
990-PF
(2019)
Form 990-PF (2019)
Page
6
Part VII-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))?
Yes
No
(2)
Influence the outcome of any specific public election (see section 4955); or to carry
on, directly or indirectly, any voter registration drive?
.............
Yes
No
(3)
Provide a grant to an individual for travel, study, or other similar purposes?
Yes
No
(4)
Provide a grant to an organization other than a charitable, etc., organization described
in section 4945(d)(4)(A)? See instructions
................
Yes
No
(5)
Provide for any purpose other than religious, charitable, scientific, literary, or
educational purposes, or for the prevention of cruelty to children or animals?
.....
Yes
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
Organizations relying on a current notice regarding disaster assistance check here
.........
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?
..........
Yes
No
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?
.....................
Yes
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?
Yes
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?
.................
Yes
No
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
KATHLEEN LARESE
TRUSTEE
1.00
0
0
0
PNM CORPORATE HEADQUARTERS
ALBUQUERQUE
,
NM
87158
LISA GOODMAN
PRESIDENT
1.00
0
0
0
PNM CORPORATE HEADQUARTERS
ALBUQUERQUE
,
NM
87158
TOM FALLGREN
TRUSTEE
1.00
0
0
0
PNM CORPORATE HEADQUARTERS
ALBUQUERQUE
,
NM
87158
CATHY NEWBY
TRUSTEE
1.00
0
0
0
PNM CORPORATE HEADQUARTERS
ALBUQUERQUE
,
NM
87158
MARY PARRA
TRUSTEE
1.00
0
0
0
PNM CORPORATE HEADQUARTERS
ALBUQUERQUE
,
NM
87158
MIKE MERTZ
SECRETARY/TREASURER
1.00
0
0
0
PNM CORPORATE HEADQUARTERS
ALBUQUERQUE
,
NM
87158
BECKY TEAGUE
PAST PRESIDENT
1.00
0
0
0
PNM CORPORATE HEADQUARTERS
ALBUQUERQUE
,
NM
87158
STACEY GOODWIN
VICE PRESIDENT
1.00
0
0
0
PNM CORPORATE HEADQUARTERS
ALBUQUERQUE
,
NM
87158
LAURIE ROACH
EXECUTIVE DIRECTOR
15.00
0
0
0
PNM CORPORATE HEADQUARTERS
ALBUQUERQUE
,
NM
87158
KEITH NIX
TRUSTEE
1.00
0
0
0
PNM CORPORATE HEADQUARTERS
ALBUQUERQUE
,
NM
87158
RAY SANDOVAL
TRUSTEE
1.00
0
0
0
PNM CORPORATE HEADQUARTERS
ALBUQUERQUE
,
NM
87158
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
NONE
Total
number of other employees paid over $50,000
...................
0
Form
990-PF
(2019)
Form 990-PF (2019)
Page
7
Part VIII
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
NONE
Total
number of others receiving over $50,000 for professional services
.............
0
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
2
3
4
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
2
All other program-related investments. See instructions.
3
Total.
Add lines 1 through 3
.........................
0
Form
990-PF
(2019)
Form 990-PF (2019)
Page
8
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
18,798,131
b
Average of monthly cash balances
.......................
1b
42,992
c
Fair market value of all other assets (see instructions)
................
1c
0
d
Total
(add lines 1a, b, and c)
.........................
1d
18,841,123
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
18,841,123
4
Cash deemed held for charitable activities. Enter 1 1/2% of line 3 (for greater amount, see
instructions)
.............................
4
282,617
5
Net value of noncharitable-use assets.
Subtract line 4 from line 3. Enter here and on Part V, line 4
5
18,558,506
6
Minimum investment return.
Enter 5% of line 5
..................
6
927,925
Part XI
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 X, line 6
....................
1
927,925
2a
Tax on investment income for 2019 from Part VI, line 5
......
2a
12,002
b
Income tax for 2019. (This does not include the tax from Part VI.)
...
2b
c
Add lines 2a and 2b
............................
2c
12,002
3
Distributable amount before adjustments. Subtract line 2c from line 1
............
3
915,923
4
Recoveries of amounts treated as qualifying distributions
................
4
0
5
Add lines 3 and 4
............................
5
915,923
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 XIII, line 1
...
7
915,923
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
1,453,660
b
Program-related investments—total from Part IX-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 V, line 8, and Part XIII, line 4
4
1,453,660
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
12,002
6
Adjusted qualifying distributions.
Subtract line 5 from line 4
..............
6
1,441,658
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
(2019)
Form 990-PF (2019)
Page
9
Part XIII
Undistributed Income
(see instructions)
(a)
Corpus
(b)
Years prior to 2018
(c)
2018
(d)
2019
1
Distributable amount for 2019 from Part XI, line 7
915,923
2
Undistributed income, if any, as of the end of 2019:
a
Enter amount for 2018 only
.......
0
b
Total for prior years:
20
,
20
,
20
0
3
Excess distributions carryover, if any, to 2019:
a
From 2014
......
195,823
b
From 2015
......
214,372
c
From 2016
......
194,842
d
From 2017
......
315,578
e
From 2018
......
745,067
f
Total
of lines 3a through e
........
1,665,682
4
Qualifying distributions for 2019 from Part
XII, line 4:
$
1,453,660
a
Applied to 2018, 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 2019 distributable amount
.....
915,923
e
Remaining amount distributed out of corpus
537,737
5
Excess distributions carryover applied to 2019.
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
2,203,419
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 2018. Subtract line
4a from line 2a. Taxable amount—see
instructions
.............
0
f
Undistributed income for 2019. Subtract
lines 4d and 5 from line 1. This amount must
be distributed in 2020
..........
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 2014 not
applied on line 5 or line 7 (see instructions)
...
195,823
9
Excess distributions carryover to 2020.
Subtract lines 7 and 8 from line 6a
......
2,007,596
10
Analysis of line 9:
a
Excess from 2015
....
214,372
b
Excess from 2016
....
194,842
c
Excess from 2017
....
315,578
d
Excess from 2018
....
745,067
e
Excess from 2019
....
537,737
Form
990-PF
(2019)
Form 990-PF (2019)
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 2019, 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 X for each
year listed
..........
Tax year
Prior 3 years
(e) Total
(a)
2019
(b)
2018
(c)
2017
(d)
2016
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 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 e-mail address of the person to whom applications should be addressed:
LAURIE ROACH
414 SILVER SW
ALBUQUERQUE
,
NM
871021115
(505) 241-0717
b
The form in which applications should be submitted and information and materials they should include:
AVAILABLE ONLINE. THE PNM RESOURCES FOUNDATION OFFERS REGULAR EMPLOYEES, RETIREES AND MEMBERS OF THE BOARD OF DIRECTORS OF PNM RESOURCES, INC. THE OPPORTUNITY TO PARTICIPATE IN BOTH THE MATCHING GRANT AND VOLUNTEER GRANT PROGRAMS. THE MATCHING GRANT PROGRAM PROVIDES A WAY TO DOUBLE AN INDIVIDUAL'S CONTRIBUTION TO A QUALIFYING ORGANIZATION. THE VOLUNTEER GRANT PROGRAM PROVIDES A DONATION ON BEHALF OF THE PARTICIPANT BASED ON VOLUNTEER HOURS WORKED. VOLUNTEER GRANTS ARE ISSUED AS FOLLOWS: 12 TO 24 HOURS OF SERVICES - ORGANIZATION WILL RECEIVE $100; 25 OR MORE HOURS OF SERVICE - ORGANIZATION WILL RECEIVE $200; IF VOLUNTEER ALSO SERVES ON THE BOARD OF THE ORGANIZATION - ORGANIZATION WILL RECEIVE $500.
c
Any submission deadlines:
SEE APPLICATION
d
Any restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
factors:
THE PNM RESOURCES FOUNDATION MATCHING GRANT AND VOLUNTEER GRANT PROGRAMS ARE AVAILABLE TO ANY NON-PROFIT ORGANIZATION THAT MEETS THE ELIGIBILITY REQUIREMENTS OUTLINED BELOW. CONTRIBUTIONS MAY BE MADE TO ANY INSTITUTION OR ORGANIZATION SUBJECT TO THE MINIMUM AND MAXIMUM AMOUNTS LISTED BELOW. CONTRIBUTIONS MAY BE DESIGNATED TO A CERTAIN PROGRAM AND/OR ACTIVITY, AND IF SUCH ACTIVITY QUALIFIES, THE PNM RESOURCES FOUNDATION'S GRANT WILL BE DIRECTED TO THE SAME PROGRAM. CONTRIBUTIONS MUST BE IN THE FORM OF CASH OR MARKETABLE SECURITIES. GIFTS IN-KIND, DUES, MEMBERSHIP FEES AND PLEDGES WILL NOT BE MATCHED. ONLY WHOLE DOLLAR AMOUNTS WILL BE MATCHED.
a
The name, address, and telephone number or e-mail address of the person to whom applications should be addressed:
LAURIE ROACH
414 SILVER SW
ALBUQUERQUE
,
NM
871021115
(505) 241-0717
b
The form in which applications should be submitted and information and materials they should include:
DIRECTOR GRANT REQUEST. ALL MEMBERS OF THE PNM RESOURCES FOUNDATION'S BOARD OF DIRECTORS ARE ABLE TO CONTRIBUTE A MAXIMUM OF $1,000 PER YEAR TO A QUALIFYING ORGANIZATION OF THEIR CHOICE. IN ADDITION, UPON APPROVAL OF THE BOARD, OTHER DICTIONARY BOARD GRANTS ARE MADE TO VARIOUS COMMUNITY ORGANIZATIONS. OTHER DICTIONARY BOARD GRANTS ARE GIVEN TO COMMUNITY ORGANIZATIONS IN AREAS OF GREATEST NEED. RECIPIENTS ARE BASED ON THE KNOWLEDGE OF THE RESPECTIVE COMMUNITY'S NEEDS AND ARE SELECTED AND APPROVED BY THE BOARD.
c
Any submission deadlines:
DURING DIRECTOR TERM
d
Any restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
factors:
SEE DESCRIPTION.
a
The name, address, and telephone number or e-mail address of the person to whom applications should be addressed:
LAURIE ROACH
414 SILVER SW
ALBUQUERQUE
,
NM
871021115
(505) 241-0717
b
The form in which applications should be submitted and information and materials they should include:
PNM POWER UP GRANTS AIM TO STRENGTHEN NEW MEXICO BY INVESTING IN OUR COMMUNITIES. THE GRANTS SEEK INNOVATIVE AND CREATIVE PROPOSALS THAT SUPPORT THE COMMUNITIES PNM SERVES AND WHERE IT HAS BUSINESS INTERESTS. PROPOSALS SHOULD FOSTER COMMUNITY ENGAGEMENT, THE IDENTITY OF A PLACE AND HELP TO TRANSFOR A COMMUNITY. GRANTS MAY BE SUBMITTED FOR UP TO $20,000. A TOTAL OF $500,000 IN FUNIDING IS AVAILABLE. GRANTS SHOULD CLEARLY DEMONSTRATE PLAN TO CREATE AWARENESS OF PNM WITHIN THE COMMUNITY AND, WHERE POSSIBLE, ENGAGE PNM EMPLOYEES. APPLICATIONS MAY ONLY BE SUBMITTED BY 501(C)(3) NON-PROFIT ORGANIZATIONS. NON-PROFITS MAY ONLY APPLY ONCE, UNLESS ACTING AS A FISCAL AGENT.
c
Any submission deadlines:
GRANT CYCLE IS APRIL 6TH THROUGH MAY 8TH
d
Any restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
factors:
THE ORGANIZATIONS MUST MEET THE BASIC REQUIREMENTS LISTED ABOVE TO QUALIFY FOR NOMINATION AND APPROVAL BY THE BOARD.
a
The name, address, and telephone number or e-mail address of the person to whom applications should be addressed:
LAURIE ROACH
414 SILVER SW
ALBUQUERQUE
,
NM
871021115
(505) 241-0717
b
The form in which applications should be submitted and information and materials they should include:
PNM IS COMMITTED TO BUILDING A BETTER FUTURE FOR NEW MEXICO. CREATING ECONOMIC OPPORTUNITY AND ENSURING THAT OUR CHILDREN GET A GOOD EDUCATION ARE CRITICAL TO ACHIEVING SUCCESS AND IMPROVING THE QUALITY OF LIFE FOR ALL. GRANTS WILL SUPPORT ORGANIZATIONS THAT: INNOVATE NEW PRODUCTS AND SERVICES TO GROW AND DEVELOP BUSINESSES; CREATE COLLABORATIVE COMMUNITY SPACES FOR PUBLIC USE; PROVIDE EDUCATIONAL OPPORTUNITIES SUPPORTING ECONOMIC DEVELOPMENT. GRANTS SHOULD CLEARLY DEMONSTRATE A PLAN TO CREATE AWARENESS OF PNM WITHIN THE COMMUNITY AND, WHERE POSSIBLE, ENGAGE PNM EMPLOYEES. APPLICATIONS MAY ONLY BE SUBMITTED BY 501(C)(3) NON-PROFIT ORGANIZATIONS.
c
Any submission deadlines:
GRANT CYCLE IS MARCH 1ST THROUGH MAY 9TH.
d
Any restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
factors:
THE ORGANIZATIONS MUST MEET THE BASIC REQUIREMENTS LISTED ABOVE TO QUALIFY FOR NOMINATION AND APPROVAL BY THE BOARD.
Form
990-PF
(2019)
Form 990-PF (2019)
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)
a
Paid during the year
505 VOLLEYBALL ACADEMY INC
4101 PASEO DEL NORTE NE
ALBUQUERQUE
,
NM
87113
NONE
EXEMPT
MATCHING GRANT-EDUCATION/FITNESS
1,000
516 ARTS
516 CENTRAL AVE SW
ALBUQUERQUE
,
NM
87102
NONE
EXEMPT
REDUCE YOUR USE GRANT-ARTS & CULTURE
5,000
AADUSSSA
PO BOX 67275
ALBUQUERQUE
,
NM
87193
NONE
EXEMPT
MATCHING GRANT-EDUCATION/FITNESS
2,000
AADUSSSA
PO BOX 67275
ALBUQUERQUE
,
NM
87193
NONE
EXEMPT
VOLUNTEER GRANT-EDUCATION/FITNESS
1,200
AAUW TECH TREK NEW MEXICO
PO BOX 62
SOCORRO
,
NM
87801
NONE
EXEMPT
POWER UP GRANT-EDUCATION
10,000
ABRAZOS FAMILY SUPPORT SERVICES
412 CAMINO DON TOMAS
BERNALILLO
,
NM
87004
NONE
EXEMPT
FOUNDATION GRANT-ECONOMIC VITALITY
10,000
ALB PUBLIC LIBRARY FOUNDATION INC
PO BOX 25792
ALBUQUERQUE
,
NM
87125
NONE
EXEMPT
POWER UP GRANT-EDUCATION
6,000
ALBUQUERQUE CHRISTIAN CHILDREN'S HOME
5700 WINTER HAVEN ROAD NW
ALBUQUERQUE
,
NM
87120
NONE
EXEMPT
MATCHING GRANT-HUMAN & HEALTH SERVICES
1,000
ALBUQUERQUE CHRISTIAN CHILDREN'S HOME
5700 WINTER HAVEN ROAD NW
ALBUQUERQUE
,
NM
87120
NONE
EXEMPT
VOLUNTEER GRANT-HUMAN & HEALTH SERVICES
1,100
ALBUQUERQUE CHRISTIAN CHILDREN'S HOME
5700 WINTER HAVEN ROAD NW
ALBUQUERQUE
,
NM
87120
NONE
EXEMPT
REDUCE YOUR USE GRANT-HUMAN & HEALTH SERVICES
5,000
ALBUQUERQUE COMMUNITY FOUNDATION
624 TIJERAS AVE NW
ALBUQUERQUE
,
NM
87102
NONE
EXEMPT
DISCRETIONARY GRANT-HUMAN & HEALTH SERVICES
4,500
ALBUQUERQUE HISPANO CHAMBER OF COMMERCE
1309 4TH STREET SW
ALBUQUERQUE
,
NM
87102
NONE
EXEMPT
FOUNDATION GRANT-ECONOMIC VITALITY
150,000
ALBUQUERQUE MUSEUM FOUNDATION INC
PO BOX 7006
ALBUQUERQUE
,
NM
87194
NONE
EXEMPT
MATCHING GRANT-EDUCATION
1,600
ALBUQUERQUE PUBLIC SCHOOLS
6400 UPTOWN BLVD NE
ALBUQUERQUE
,
NM
87110
NONE
EXEMPT
MATCHING GRANT-EDUCATION
1,000
ALDO LEOPOLD CHARTER SCHOOL FOUNDATION
410 W 10TH ST
SILVER CITY
,
NM
88061
NONE
EXEMPT
POWER UP GRANT-EDUCATION
9,265
AMERICAN RED CROSS IN NEW MEXICO
7445 PAN AMERICAN WEST FWY NE
ALBUQUERQUE
,
NM
87109
NONE
EXEMPT
MATCHING GRANT-EDUCATION
1,040
ANIMAL HUMANE ASSOCIATION OF NEW MEXICO
615 VIRGINIA STREET SE
ALBUQUERQUE
,
NM
87108
NONE
EXEMPT
MATCHING GRANT-OTHER
16,390
ANIMAL HUMANE ASSOCIATION OF NEW MEXICO
615 VIRGINIA STREET SE
ALBUQUERQUE
,
NM
87108
NONE
EXEMPT
REDUCE YOUR USE GRANT-OTHER
5,000
ARK-VALLEY HUMANE SOCIETY
701 GREGG DR
BUENA VISTA
,
CO
81211
NONE
EXEMPT
VOLUNTEER GRANT-OTHER
500
ASOMBRO INSTITUTE FOR SCIENCE EDUCATION
PO BOX 891
LAS CRUCES
,
NM
88004
NONE
EXEMPT
POWER UP GRANT-EDUCATION
10,400
BEST BUDDIES NEW MEXICO
3507 WYOMING BLVD NE STE A
ALBUQUERQUE
,
NM
87111
NONE
EXEMPT
FOUNDATION GRANT-ECONOMIC VITALITY
10,000
BEST BUDDIES NEW MEXICO
3507 WYOMING BLVD NE STE A
ALBUQUERQUE
,
NM
87111
NONE
EXEMPT
DISCRETIONARY GRANT-HUMAN & HEALTH SERVICES
500
BIENVENIDOS OUTREACH INC
1511 5TH ST
SANTA FE
,
NM
87505
NONE
EXEMPT
REDUCE YOUR USE GRANT-HUMAN & HEALTH SERVICES
5,000
BIG BROTHERS-BIG SISTERS OF CENTRAL NM
2500 LOUISIANA BLVD STE 200
ALBUQUERQUE
,
NM
87110
NONE
EXEMPT
MATCHING GRANT-HUMAN & HEALTH SERVICES
1,551
BOSQUE CTY A&M UNIVERSITY MOTHERS CLUB
PO BOX 1443
COLLEGE STATION
,
TX
77842
NONE
EXEMPT
VOLUNTEER GRANT-EDUCATION
700
BOYS & GIRLS CLUB OF ALBUQ & RIO RANCHO
4600 SUNDT RD NE
RIO RANCHO
,
NM
87124
NONE
EXEMPT
POWER UP GRANT-EDUCATION
10,000
CARRIE TINGLEY HOSPITAL FOUNDATION
700 LOMAS BLVD NE 2-200
ALBUQUERQUE
,
NM
87102
NONE
EXEMPT
MATCHING GRANT-HUMAN & HEALTH SERVICES
1,000
CASA Q
PO BOX 36168
ALBUQUERQUE
,
NM
87176
NONE
EXEMPT
REDUCE YOUR USE GRANT-HUMAN & HEALTH SERVICES
5,000
CHILDHAVEN INC
807 W APACHE ST
FARMINGTON
,
NM
87401
NONE
EXEMPT
MATCHING GRANT-HUMAN & HEALTH SERVICES
1,100
CLOUD DANCERS THERAPEUTIC HORSEMANSHIP
PO BOX 14058
ALBUQUERQUE
,
NM
87191
NONE
EXEMPT
VOLUNTEER GRANT-HUMAN & HEALTH SERVICES
1,200
CNM FOUNDATION
525 BUENA VISTA DR SE
ALBUQUERQUE
,
NM
87106
NONE
EXEMPT
MATCHING GRANT-EDUCATION
500
CNM INGENUITY INC
900 UNIVERSITY BLVD SE
ALBUQUERQUE
,
NM
87106
NONE
EXEMPT
FOUNDATION GRANT-ECONOMIC VITALITY
225,000
COLUMBIA HISTORICAL MUSEUM ASSOC INC
PO BOX 651
WEST COLUMBIA
,
TX
77486
NONE
EXEMPT
DISCRETIONARY GRANT-EDUCATION
1,000
CREATIVE STARTUPS
341 E ALAMEDA ST
SANTA FE
,
NM
87501
NONE
EXEMPT
FOUNDATION GRANT-ECONOMIC VITALITY
25,000
CULTIVATING CODERS INC
219 CENTRAL AVE NW SUITE 200
ALBUQUERQUE
,
NM
87102
NONE
EXEMPT
FOUNDATION GRANT-ECONOMIC VITALITY
25,000
DISCRETIONARY GRANTS LESS THAN 1000
VARIOUS
ALBUQUERQUE
,
NM
87102
NONE
EXEMPT
DISCRETIONARY GRANT-OTHER
1,500
EAST MOUNTAIN HIGH SCHOOL FOUNDATION
PO BOX 340
SANDIA PARK
,
NM
87047
NONE
EXEMPT
MATCHING GRANT-EDUCATION
1,000
EL CAMINO REAL ACADEMY EDUCATION FDN
3713 ISLETA BLVD SW
ALBUQUERQUE
,
NM
87105
NONE
EXEMPT
REDUCE YOUR USE GRANT-EDUCATION
5,000
EL PASO COMMUNITY FOUNDATION
333 N OREGON ST
EL PASO
,
TX
79901
NONE
EXEMPT
DISCRETIONARY GRANT-HUMAN & HEALTH SERVICES
10,000
EL REFUGIO INC
800 SOUTH ROBERT STREET
SILVER CITY
,
NM
88061
NONE
EXEMPT
REDUCE YOUR USE GRANT-ENVIRONMENT
5,000
ELKINS BAND BOOSTER CLUB
6140 HIGHWAY 6 94
MISSOURI CITY
,
TX
77459
NONE
EXEMPT
MATCHING GRANT-ARTS & CULTURE
1,000
ENCUENTRO
714 4TH ST SW
ALBUQUERQUE
,
NM
87102
NONE
EXEMPT
FOUNDATION GRANT-ECONOMIC VITALITY
25,000
EXPLORA SCIENCE CENTER & CHILDREN'S MUSEU
1701 MOUNTAIN RD NW
ALBUQUERQUE
,
NM
87104
NONE
EXEMPT
FOUNDATION GRANT-ECONOMIC VITALITY
25,000
EXPLORA SCIENCE CENTER & CHILDREN'S MUSEU
1701 MOUNTAIN RD NW
ALBUQUERQUE
,
NM
87104
NONE
EXEMPT
POWER UP GRANT-EDUCATION
5,000
EXPLORA SCIENCE CENTER & CHILDREN'S MUSEU
1701 MOUNTAIN RD NW
ALBUQUERQUE
,
NM
87104
NONE
EXEMPT
REDUCE YOUR USE GRANT-EDUCATION
5,000
FATHERS BUILDING FUTURES
4301 4TH ST NW
ALBUQUERQUE
,
NM
87107
NONE
EXEMPT
FOUNDATION GRANT-ECONOMIC VITALITY
25,000
FIRST ROBOTICS NEW MEXICO INC
200 BEDFORD ST
MANCHESTER
,
NH
03101
NONE
EXEMPT
POWER UP GRANT-EDUCATION
5,000
FLICKINGER CENTER FOR PERFORMING ARTS
1110 N NEW YORK AVE
ALAMOGORDO
,
NM
88310
NONE
EXEMPT
REDUCE YOUR USE GRANT-ARTS & CULTURE
5,000
FUSION THEATRE COMPANY
708 1ST ST NW
ALBUQUERQUE
,
NM
87102
NONE
EXEMPT
REDUCE YOUR USE GRANT-ARTS & CULTURE
5,000
GIRL SCOUTS OF NEW MEXICO TRAILS
4000 JEFFERSON PLAZA NE
ALBUQUERQUE
,
NM
87109
NONE
EXEMPT
MATCHING GRANT-EDUCATION
1,000
GIRL SCOUTS OF NEW MEXICO TRAILS
4000 JEFFERSON PLAZA NE
ALBUQUERQUE
,
NM
87109
NONE
EXEMPT
VOLUNTEER GRANT-EDUCATION
1,800
GIRL SCOUTS OF NEW MEXICO TRAILS
4000 JEFFERSON PLAZA NE
ALBUQUERQUE
,
NM
87109
NONE
EXEMPT
POWER UP GRANT-EDUCATION
5,000
GIRL SCOUTS OF NEW MEXICO TRAILS
4000 JEFFERSON PLAZA NE
ALBUQUERQUE
,
NM
87109
NONE
EXEMPT
DISCRETIONARY GRANT-EDUCATION
1,000
GIRLS INCORPORATED OF SANTA FE
301 HILLSIDE AVENUE
SANTA FE
,
NM
87501
NONE
EXEMPT
POWER UP GRANT-HUMAN & HEALTH SERVICES
10,000
GRACE OF GIVING
1115 BONA TERRA PLACE NW
ALBUQUERQUE
,
NM
87114
NONE
EXEMPT
MATCHING GRANT-EDUCATION
1,000
H2 ACADEMIC SOLUTIONS SCHOLARSHIP FUND
506 BECKER AVE
BELEN
,
NM
87002
NONE
EXEMPT
POWER UP GRANT-EDUCATION
7,500
HAWKS ALOFT INC
6715 EAGLE ROCK AVE NE
ALBUQUERQUE
,
NM
87113
NONE
EXEMPT
MATCHING GRANT-ENVIRONMENT
1,000
HAWKS ALOFT INC
6715 EAGLE ROCK AVE NE
ALBUQUERQUE
,
NM
87113
NONE
EXEMPT
POWER UP GRANT-ENVIRONMENT
10,000
HEADING HOME
215 3RD ST SW
ALBUQUERQUE
,
NM
87102
NONE
EXEMPT
MATCHING GRANT-HUMAN & HEALTH SERVICES
2,025
HEADING HOME
215 3RD ST SW
ALBUQUERQUE
,
NM
87102
NONE
EXEMPT
REDUCE YOUR USE GRANT-HUMAN & HEALTH SERVICES
5,000
HEALING ADDICTION IN OUR COMMUNITY
3701 CONDERSHIRE DR SW
ALBUQUERQUE
,
NM
87121
NONE
EXEMPT
MATCHING GRANT-HUMAN & HEALTH SERVICES
1,000
HOLY CHILD CATHOLIC SCHOOL
19 CAM DEL SANTO NINO
TIJERAS
,
NM
87059
NONE
EXEMPT
MATCHING GRANT-EDUCATION
1,000
IMAGINATION LIBRARY OF OTERO COUNTY
PO BOX 4113
ALAMOGORDO
,
NM
88311
NONE
EXEMPT
POWER UP GRANT-EDUCATION
10,000
JEMEZ HELPING HANDS
1038 HIGHWAY 485
JEMEZ PUEBLO
,
NM
87024
NONE
EXEMPT
MATCHING GRANT-HUMAN & HEALTH SERVICES
1,000
JUNE'S SENIOR CAT RESCUE
PO BOX 16521
ALBUQUERQUE
,
NM
87191
NONE
EXEMPT
MATCHING GRANT-OTHER
1,000
KAREN ORTIZ SNOWBALL COTILLION
1030 STAGECOACH ROAD
SANTA FE
,
NM
87501
NONE
EXEMPT
MATCHING GRANT-EDUCATION
1,000
KCHS BRONCO BOYS SOCCER BOOSTER CLUB
4001 N BUTLER AVE STE 5102
FARMINGTON
,
NM
87401
NONE
EXEMPT
MATCHING GRANT-EDUCATION/FITNESS
1,000
KESHET DANCE COMPANY
4121 CUTLER AVE NE
ALBUQUERQUE
,
NM
87110
NONE
EXEMPT
FOUNDATION GRANT-ECONOMIC VITALITY
25,000
KITCHEN ANGELES
1222 SILER RD
SANTA FE
,
NM
87507
NONE
EXEMPT
REDUCE YOUR USE GRANT-HUMAN & HEALTH SERVICES
5,000
LEUKEMIA & LYMPHONA SOCIETY
8500 MENAUL BLVD NE SUITE B295
ALBUQUERQUE
,
NM
87112
NONE
EXEMPT
MATCHING GRANT-HUMAN & HEALTH SERVICES
1,850
LEVEL GROUND
1728 GLENDALE BOULEVARD
LOS ANGELES
,
CA
90026
NONE
EXEMPT
MATCHING GRANT-HUMAN & HEALTH SERVICES
1,000
LITTLE SISTERS OF THE POOR
1900 MARK AVE
GALLUP
,
NM
87301
NONE
EXEMPT
MATCHING GRANT-HUMAN & HEALTH SERVICES
1,000
MANDY'S SPECIAL FARM
346 CLARK ROAD SW
ALBUQUERQUE
,
NM
87105
NONE
EXEMPT
REDUCE YOUR USE GRANT-HUMAN & HEALTH SERVICES
4,000
MATCHING GRANTS LESS THAN 1000
VARIOUS
ALBUQUERQUE
,
NM
87102
NONE
EXEMPT
MATCHING GRANT-OTHER
29,029
NATIONAL DANCE INSTITUTE NEW MEXICO INC
1140 ALTO STREET
SANTA FE
,
NM
87505
NONE
EXEMPT
POWER UP GRANT-ARTS & CULTURE
10,000
NATIVE AMERICAN COMMUNITY ACADEMY FDN
1000 INDIAN SCHOOL RD NW
ALBUQUERQUE
,
NM
87104
NONE
EXEMPT
POWER UP GRANT-EDUCATION
7,500
NEW MEXICO SCHOOL OF BASEBALL SOFTBALL
8724 ALAMEDA PARK DR NE
ALBUQUERQUE
,
NM
87113
NONE
EXEMPT
VOLUNTEER GRANT-EDUCATION/FITNESS
1,000
NEW MEXICO STATE UNIVERSITY FOUNDATION
PO BOX 3590
LAS CRUCES
,
NM
88003
NONE
EXEMPT
MATCHING GRANT-EDUCATION
2,750
NEW MEXICO STATE UNIVERSITY FOUNDATION
PO BOX 3590
LAS CRUCES
,
NM
88003
NONE
EXEMPT
FOUNDATION GRANT-ECONOMIC VITALITY
150,000
NEW MEXICO STATE UNIVERSITY FOUNDATION
PO BOX 3590
LAS CRUCES
,
NM
88003
NONE
EXEMPT
POWER UP GRANT-EDUCATION
15,000
NM MUSEUM OF NATURAL HISTORY FOUNDATION
PO BOX 25446
ALBUQUERQUE
,
NM
87125
NONE
EXEMPT
REDUCE YOUR USE GRANT-EDUCATION
5,000
NM SLAMMERS 06 - ROMERO
8724 ALAMEDA PARK DR NE
ALBUQUERQUE
,
NM
87113
NONE
EXEMPT
MATCHING GRANT-EDUCATION/FITNESS
1,000
NORTH TEXAS FOOD BANK
4500 SOUTH COCKRELL HILL ROAD
DALLAS
,
TX
75236
NONE
EXEMPT
MATCHING GRANT-HUMAN & HEALTH SERVICES
1,000
OPERA SOUTHWEST
PO BOX 27671
ALBUQUERQUE
,
NM
87125
NONE
EXEMPT
MATCHING GRANT-ARTS & CULTURE
1,000
PARTNERS IN EDUCATION FOUNDATION
1300 CAMINO SIERRA VISTA
SANTA FE
,
NM
87505
NONE
EXEMPT
MATCHING GRANT-EDUCATION
1,050
PARTNERS IN EDUCATION FOUNDATION
1300 CAMINO SIERRA VISTA
SANTA FE
,
NM
87505
NONE
EXEMPT
VOLUNTEER GRANT-EDUCATION
1,600
PARTNERSHIP FOR COMMUNITY ACTION
722 ISLETA BLVD SW
ALBUQUERQUE
,
NM
87105
NONE
EXEMPT
FOUNDATION GRANT-ECONOMIC VITALITY
40,000
PROSPERITY WORKS
909 COPPER AVE NW
ALBUQUERQUE
,
NM
87102
NONE
EXEMPT
FOUNDATION GRANT-ECONOMIC VITALITY
25,000
PUEBLO OF TESUQUE
20 TP828 - ADMINISTRATION BUILDING
SANTA FE
,
NM
87506
NONE
EXEMPT
POWER UP GRANT-ECONOMIC VITALITY
15,000
PUPPY DOG RANCH RESCUE & SANCTUARY
27 TWIN SISTERS CREEK ROAD
ARENAS VALLEY
,
NM
88022
NONE
EXEMPT
MATCHING GRANT-OTHER
1,000
REBUILDING TOGETHER SANDOVAL COUNTY
854 CAMINO DON TOMAS
BERNALILLO
,
NM
87004
NONE
EXEMPT
REDUCE YOUR USE GRANT-ECONOMIC VITALITY
4,982
RIO GRANDE COMMUNITY DEVELOPMENT CORP
318 ISLETA BLVD SW
ALBUQUERQUE
,
NM
87105
NONE
EXEMPT
FOUNDATION GRANT-ECONOMIC VITALITY
50,000
RIO GRANDE COMMUNITY DEVELOPMENT CORP
318 ISLETA BLVD SW
ALBUQUERQUE
,
NM
87105
NONE
EXEMPT
FOUNDATION GRANT-EDUCATION
10,000
RIO LIGHTNING INC
3319 FLAT IRON ROAD NE
RIO RANCHO
,
NM
87144
NONE
EXEMPT
MATCHING GRANT-OTHER
1,000
ROADRUNNER FOOD BANK
5840 OFFICE BLVD NE
ALBUQUERQUE
,
NM
87109
NONE
EXEMPT
MATCHING GRANT-HUMAN & HEALTH SERVICES
2,675
RONALD MCDONALD HOUSE CHARITIES OF NM
1011 YALE BLVD NE
ALBUQUERQUE
,
NM
87106
NONE
EXEMPT
FOUNDATION GRANT-ECONOMIC VITALITY
20,000
RONALD MCDONALD HOUSE CHARITIES OF NM
1011 YALE BLVD NE
ALBUQUERQUE
,
NM
87106
NONE
EXEMPT
REDUCE YOUR USE GRANT-HUMAN & HEALTH SERVICES
5,000
ROTARY CLUB OF ALBUQUERQUE - SANDIA
PO BOX 21456
ALBUQUERQUE
,
NM
87154
NONE
EXEMPT
MATCHING GRANT-OTHER
1,000
SANTA FE COMMUNITY FOUNDATION
501 HALONA ST
SANTA FE
,
NM
87505
NONE
EXEMPT
REDUCE YOUR USE GRANT-HUMAN & HEALTH SERVICES
5,000
SANTA FE COUNCIL ON INTL RELATIONS
413 GRANT AVE D
SANTA FE
,
NM
87501
NONE
EXEMPT
REDUCE YOUR USE GRANT-EDUCATION
3,000
SARANAM LLC
1000 EUBANK BLVD NE
ALBUQUERQUE
,
NM
87112
NONE
EXEMPT
VOLUNTEER GRANTS-OTHER
1,100
SARANAM LLC
1000 EUBANK BLVD NE
ALBUQUERQUE
,
NM
87112
NONE
EXEMPT
DISCRETIONARY GRANT-HUMAN & HEALTH SERVICES
1,000
SEED2NEED
PO BOX 874
CORRALES
,
NM
87048
NONE
EXEMPT
MATCHING GRANT-ENVIRONMENT
1,150
SILVER CITY USSSA INC
61 TRUCK BYPASS ROAD
SILVER CITY
,
NM
88061
NONE
EXEMPT
MATCHING GRANT-OTHER
1,000
SILVER HIGH SCHOOL
3200 N SILVER STREET
SILVER CITY
,
NM
88061
NONE
EXEMPT
MATCHING GRANT-EDUCATION
1,000
SOCIETY OF ST VINCENT DE PAUL
4120 MENAUL BLVD NE
ALBUQUERQUE
,
NM
87110
NONE
EXEMPT
MATCHING GRANT-HUMAN & HEALTH SERVICES
3,475
SOCIETY OF ST VINCENT DE PAUL
4120 MENAUL BLVD NE
ALBUQUERQUE
,
NM
87110
NONE
EXEMPT
VOLUNTEER GRANT-HUMAN & HEALTH SERVICES
1,700
SOCIETY OF ST VINCENT DE PAUL
4120 MENAUL BLVD NE
ALBUQUERQUE
,
NM
87110
NONE
EXEMPT
REDUCE YOUR USE GRANT-HUMAN & HEALTH SERVICES
4,285
SPECIAL OLYMPICS NEW MEXICO
6600 PALOMAS NE SUITE 207
ALBUQUERQUE
,
NM
87109
NONE
EXEMPT
MATCHING GRANT-HUMAN & HEALTH SERVICES
2,125
ST FELIX PANTRY
4020 BARBARA LOOP SE
RIO RANCHO
,
NM
87124
NONE
EXEMPT
POWER UP GRANT-HUMAN & HEALTH SERVICES
5,000
ST MICHAEL'S HIGH SCHOOL FOUNDATION
PO BOX 22563
SANTA FE
,
NM
87505
NONE
EXEMPT
MATCHING GRANT-EDUCATION
1,000
SUPPORTIVE HOUSING COALITION OF NM
SUPPORTIVE HOUSING COALITION
ALBUQUERQUE
,
NM
87125
NONE
EXEMPT
REDUCE YOUR USE GRANT-HUMAN & HEALTH SERVICES
5,000
TEXAS RAMP PROJECT
PO BOX 832065
RICHARDSON
,
TX
75083
NONE
EXEMPT
VOLUNTEER GRANTS-OTHER
1,100
THE GARDEN'S EDGE INC
PO BOX 7758
ALBUQUERQUE
,
NM
87194
NONE
EXEMPT
MATCHING GRANT-ENVIRONMENT
1,000
THE GRANTS COLLABORATIVE
5180 62ND AVENUE NORTH
PINELLAS PARK
,
FL
33781
NONE
EXEMPT
FOUNDATION GRANT-ECONOMIC VITALITY
35,500
THE NOTAH BEGAY III FOUNDATION
290 PRAIRIE STAR RD
SANTA ANA PUEBLO
,
NM
87004
NONE
EXEMPT
DISCRETIONARY GRANT-EDUCATION/FITNESS
1,000
THE STOREHOUSE
106 BROADWAY BLVD SE
ALBUQUERQUE
,
NM
87102
NONE
EXEMPT
REDUCE YOUR USE GRANT-HUMAN & HEALTH SERVICES
5,000
TURNING POINT OF LAS CRUCES
3201 S MAIN ST
LAS CRUCES
,
NM
88005
NONE
EXEMPT
MATCHING GRANT-OTHER
1,000
UNIVERSITY OF NEW MEXICO FOUNDATION
700 LOMAS NE SUITE 108
ALBUQUERQUE
,
NM
87102
NONE
EXEMPT
MATCHING GRANT-EDUCATION
7,590
UNIVERSITY OF NEW MEXICO FOUNDATION
700 LOMAS NE SUITE 108
ALBUQUERQUE
,
NM
87102
NONE
EXEMPT
VOLUNTEER GRANT-EDUCATION
1,200
USSSA SUMMER LEAGUE
PO BOX 631
ALBUQUERQUE
,
NM
87102
NONE
EXEMPT
VOLUNTEER GRANT-OTHER
1,100
VALENCIA COUNTY AMATEUR RADIO ASSOC INC
PO BOX 268
PERALTA
,
NM
87042
NONE
EXEMPT
VOLUNTEER GRANT-ARTS & CULTURE
1,200
VALLEY ELKS YOUTH BASKETBALL
1574 STATE ROAD 502 WEST
SANTA FE
,
NM
87506
NONE
EXEMPT
MATCHING GRANT-EDUCATION/FITNESS
1,000
VOLUNTEER GRANTS LESS THAN 1000
VARIOUS
ALBUQUERQUE
,
NM
87102
NONE
EXEMPT
VOLUNTEER GRANT-OTHER
44,924
WOMEN'S ECONOMIC SELF-SUFFICIENCY TEAM
609 BROADWAY BLVD NE
ALBUQUERQUE
,
NM
87102
NONE
EXEMPT
FOUNDATION GRANT-ECONOMIC VITALITY
100,000
WEST WA UNIVERSITY FOUNDATION
516 HIGH STREET
BELLINGHAM
,
WA
98225
NONE
EXEMPT
DISCRETIONARY GRANT-EDUCATION
1,000
WESTERN NEW MEXICO UNIVERSITY FOUNDATION
1000 W COLLEGE AVE
SILVER CITY
,
NM
88062
NONE
EXEMPT
FOUNDATION GRANT-ECONOMIC VITALITY
25,000
ZIA SOCCER CLUB INC
2701 WISCONSIN STREET NE
ALBUQUERQUE
,
NM
87110
NONE
EXEMPT
MATCHING GRANT-EDUCATION/FITNESS
1,000
Total
.................................
3a
1,443,256
b
Approved for future payment
Total
.................................
3b
0
Form
990-PF
(2019)
Form 990-PF (2019)
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.)
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
783
4
Dividends and interest from securities
....
14
368,054
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
.....
14
5,004
8
Gain or (loss) from sales of assets other than
inventory
............
18
876,736
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
1,250,577
0
13
Total.
Add line 12, columns (b), (d), and (e)
..................
13
1,250,577
(See worksheet in line 13 instructions to verify calculations.)
Part XVI-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 XVI-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
(2019)
Form 990-PF (2019)
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) (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 instr.)
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
(2019)
Additional Data
Software ID:
Software Version:
Form 990PF - Special Condition Description:
Special Condition Description