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.
bulletGo to www.irs.gov/Form990PF for instructions and the latest information.
OMB No. 1545-0052
2020
Open to Public Inspection
For calendar year 2020, or tax year beginning 01-01-2020 , and ending 12-31-2020
Name of foundation
CW AND DEE MCMULLEN COMMUNITY
FOUNDATION
Number and street (or P.O. box number if mail is not delivered to street address)PO BOX 981
  Room/suite
City or town, state or province, country, and ZIP or foreign postal code
TUCUMCARI, NM88401
A Employer identification number

85-0472979
B Telephone number (see instructions)

(575) 461-1623
C bullet
G Check all that apply:

D 1. Foreign organizations, check here............. bullet
2. Foreign organizations meeting the 85%
test, check here and attach computation ... bullet
E bullet
H Check type of organization:
F bullet
I Fair market value of all assets at end
of year (from Part II, col. (c),
line 16)bullet$1,327,986J Accounting method:
 
(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)
Revenue 1 Contributions, gifts, grants, etc., received (attach schedule) 11,504
2 Check bullet.............
3 Interest on savings and temporary cash investments      
4 Dividends and interest from securities... 34,999 34,999  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 3,835
b Gross sales price for all assets on line 6a 470,601
7 Capital gain net income (from Part IV, line 2)... 3,835
8 Net short-term capital gain.........  
9 Income modifications...........  
10a Gross sales less returns and allowances  
b Less: Cost of goods sold....  
c Gross profit or (loss) (attach schedule).....    
11 Other income (attach schedule).......      
12 Total. Add lines 1 through 11........ 50,338 38,834  
Operating and Administrative Expenses 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)....... Click to see attachment 3,360 0   0
c Other professional fees (attach schedule).... Click to see attachment 8,411 0   0
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... Click to see attachment 140 0   0
19 Depreciation (attach schedule) and depletion...      
20 Occupancy..............        
21 Travel, conferences, and meetings.......        
22 Printing and publications..........        
23 Other expenses (attach schedule)....... Click to see attachment 5,733 0   0
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 17,644 0   0
25 Contributions, gifts, grants paid....... 29,000 29,000
26 Total expenses and disbursements. Add lines 24 and 25 46,644 0   29,000
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements 3,694
b Net investment income (if negative, enter -0-) 38,834
c Adjusted net income (if negative, enter -0-)...  
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2020)
Form 990-PF (2020)
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............. 323 1,848 1,848
2 Savings and temporary cash investments......... 96,150 66,891 66,891
3 Accounts receivable bullet  
Less: allowance for doubtful accounts bullet        
4 Pledges receivable bullet  
Less: allowance for doubtful accounts bullet        
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) bullet65,000
Less: allowance for doubtful accounts bullet0 65,000 65,000 65,000
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)....... 834,208 Click to see attachment860,154 1,107,717
c Investments—corporate bonds (attach schedule)....... 79,314 Click to see attachment81,728 86,530
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 bullet  
Less: accumulated depreciation (attach schedule) bullet        
15 Other assets (describe bullet)      
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 1,074,995 1,075,621 1,327,986
Liabilities 17 Accounts payable and accrued expenses..........    
18 Grants payable.................    
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)    
23 Total liabilities (add lines 17 through 22)......... 0 0
Net Assets or Fund Balances Foundations that follow FASB ASC 958, check here bullet
and complete lines 24, 25, 29 and 30.
24 Net assets without donor restrictions...........    
25 Net assets with donor restrictions............    
Foundations that do not follow FASB ASC 958, check here bullet
and complete lines 26 through 30.
26 Capital stock, trust principal, or current funds........ 0 0
27 Paid-in or capital surplus, or land, bldg., and equipment fund 0 0
28 Retained earnings, accumulated income, endowment, or other funds 1,074,995 1,075,621
29 Total net assets or fund balances (see instructions)..... 1,074,995 1,075,621
30 Total liabilities and net assets/fund balances (see instructions). 1,074,995 1,075,621
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
1,074,995
2
Enter amount from Part I, line 27a .....................
2
3,694
3
Other increases not included in line 2 (itemize) bullet
3
0
4
Add lines 1, 2, and 3 ..........................
4
1,078,689
5
Decreases not included in line 2 (itemize) bulletClick to see attachment
5
3,068
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29 .
6
1,075,621
Form 990-PF (2020)
Form 990-PF (2020)
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 3M COMPANY P 2020-01-08 2020-03-18
b ADOBE INC P 2018-08-13 2020-02-27
c ALIBABA GROUP HOLDING LTD P 2019-02-25 2020-03-18
d ALIBABA GROUP HOLDING LTD P 2019-02-25 2020-01-17
e ALIBABA GROUP HOLDING LTD P 2019-02-25 2020-07-28
AMAZON.COM INC P 2018-08-13 2020-03-18
AMAZON.COM INC P 2020-03-02 2020-07-20
AMAZON.COM INC P 2018-08-13 2020-07-28
AMERICAN INTERNATIONAL GROUP P 2018-05-07 2020-09-15
AMERICAN INTERNATIONAL GROUP P 2020-02-11 2020-09-15
AMERICAN INTERNATIONAL GROUP P 2018-02-14 2020-09-15
AMERICAN INTERNATIONAL GROUP P 2018-02-06 2020-09-15
AMGEN INC P 2019-06-03 2020-01-31
AMGEN INC P 2019-06-03 2020-03-18
AMGEN INC P 2018-08-13 2020-01-31
APPLE INC P 2018-08-13 2020-01-17
APPLE INC P 2018-08-13 2020-03-18
APPLIED MATERIALS INC P 2019-05-23 2020-07-20
APPLIED MATERIALS INC P 2019-05-23 2020-12-01
ATLASSIAN CORPORATION PLC P 2019-08-19 2020-01-17
ATLASSIAN CORPORATION PLC P 2019-08-19 2020-03-18
ATLASSIAN CORPORATION PLC P 2019-08-19 2020-02-27
ATLASSIAN CORPORATION PLC P 2019-08-19 2020-09-08
BANK OF MONTREAL P 2013-06-28 2020-03-09
BANK OF MONTREAL P 2013-03-12 2020-03-09
BANK OF MONTREAL P 2018-01-26 2020-03-10
BANK OF MONTREAL P 2013-06-28 2020-03-10
BANK OF MONTREAL P 2015-08-26 2020-03-10
BANK OF MONTREAL P 2011-12-28 2020-03-06
BANK OF MONTREAL P 2012-05-30 2020-03-09
BANK OF MONTREAL P 2011-12-28 2020-03-09
BANK OF MONTREAL P 2015-03-10 2020-03-10
BANK OF MONTREAL P 2012-01-26 2020-03-09
BOOKING HOLDINGS INC P 2019-05-10 2020-03-31
BOOKING HOLDINGS INC P 2020-01-06 2020-04-08
BOOKING HOLDINGS INC P 2019-10-03 2020-04-08
BOOKING HOLDINGS INC P 2019-03-05 2020-03-31
CENTENE CORP DEL P 2019-07-19 2020-04-08
CHARLES SCHWAB CORP NEW P 2019-04-24 2020-12-08
CHEVRON CORPORATION P 2019-10-17 2020-03-09
CHEVRON CORPORATION P 2020-01-06 2020-03-09
CHEVRON CORPORATION P 2018-06-21 2020-03-09
CHEVRON CORPORATION P 2018-06-08 2020-03-09
CHEVRON CORPORATION P 2019-12-05 2020-01-08
CHEWY INC P 2020-10-07 2020-12-08
CITIGROUP INC P 2015-03-04 2020-01-17
CITIGROUP INC P 2020-02-27 2020-09-15
CITIGROUP INC P 2016-01-15 2020-09-15
CITIGROUP INC P 2016-11-15 2020-09-15
CITIGROUP INC P 2015-02-10 2020-01-17
CITIGROUP INC P 2015-03-04 2020-09-15
CITIGROUP INC P 2020-04-16 2020-09-15
CITIZENS FINANCIAL GROUP INC P 2019-04-24 2020-01-17
CITIZENS FINANCIAL GROUP INC P 2014-09-29 2020-01-17
COCA COLA COMPANY P 2018-08-13 2020-02-27
CORTEVA INC P 2018-12-13 2020-11-17
CORTEVA INC P 2018-11-16 2020-11-17
CROWN CASTLE INTERNATIONAL P 2018-01-29 2020-09-14
CROWN CASTLE INTERNATIONAL P 2018-01-26 2020-09-14
CYBERARK SOFTWARE LTD P 2019-12-02 2020-06-10
CYBERARK SOFTWARE LTD P 2020-03-18 2020-06-10
CYBERARK SOFTWARE LTD P 2020-02-04 2020-06-10
CYBERARK SOFTWARE LTD P 2019-06-24 2020-06-10
CYBERARK SOFTWARE LTD P 2020-02-27 2020-06-10
CYBERARK SOFTWARE LTD P 2019-01-28 2020-01-17
CYBERARK SOFTWARE LTD P 2019-01-28 2020-06-10
DARDEN RESTAURANTS INC P 2020-06-16 2020-07-09
DEERE & CO P 2020-03-18 2020-04-14
DEERE & CO P 2019-09-23 2020-04-14
DELTA AIR LINES INC DEL P 2019-10-03 2020-03-19
DELTA AIR LINES INC DEL P 2017-11-16 2020-03-19
DIGITAL REALTY TRUST INC P 2015-06-30 2020-09-14
DIGITAL REALTY TRUST INC P 2015-07-01 2020-09-14
DOW INC P 2019-05-06 2020-01-17
DOW INC P 2018-12-13 2020-01-17
DOW INC P 2018-11-16 2020-01-17
DOW INC P 2019-07-05 2020-03-25
OW INC P 2019-05-06 2020-03-25
DOW INC P 2020-03-13 2020-03-25
EMERSON ELECTRIC CO P 2020-01-17 2020-03-13
EMERSON ELECTRIC CO P 2019-12-02 2020-03-13
EMERSON ELECTRIC CO P 2020-02-27 2020-03-13
EMERSON ELECTRIC CO P 2018-08-13 2020-03-13
EXXON MOBIL CORP P 2020-01-17 2020-12-15
EXXON MOBIL CORP P 2020-03-18 2020-12-15
EXXON MOBIL CORP P 2020-02-27 2020-12-15
EXXON MOBIL CORP P 2020-01-08 2020-03-06
EXXON MOBIL CORP P 2020-01-08 2020-12-15
FACEBOOK INC P 2019-05-17 2020-01-17
FACEBOOK INC P 2019-05-17 2020-07-21
FORTINET INC P 2020-06-16 2020-08-25
GDS HOLDINGS LIMITED P 2020-02-12 2020-03-18
GDS HOLDINGS LIMITED P 2020-02-12 2020-07-28
GENERAL DYNAMICS CORP P 2020-01-17 2020-12-15
GENERAL DYNAMICS CORP P 2020-03-18 2020-12-15
GENERAL DYNAMICS CORP P 2019-12-05 2020-12-15
GENERAL MILLS INC P 2020-03-18 2020-11-11
GENERAL MILLS INC P 2020-03-17 2020-11-10
GENERAL MILLS INC P 2020-03-18 2020-11-10
GENERAL MILLS INC P 2020-09-14 2020-11-11
GILEAD SCIENCES INC P 2020-06-12 2020-09-28
GILEAD SCIENCES INC P 2019-09-10 2020-03-13
GILEAD SCIENCES INC P 2020-08-06 2020-09-28
GILEAD SCIENCES INC P 2019-09-10 2020-04-20
GILEAD SCIENCES INC P 2019-09-10 2020-09-28
HOME DEPOT INC P 2019-06-14 2020-02-27
HOME DEPOT INC P 2018-12-21 2020-10-21
HOME DEPOT INC P 2019-05-21 2020-10-21
HOME DEPOT INC P 2019-06-14 2020-04-21
HOME DEPOT INC P 2018-12-21 2020-05-08
HONEYWELL INTL INC P 2019-12-05 2020-01-08
HP INC P 2019-03-05 2020-02-26
HP INC P 2016-09-13 2020-02-26
HP INC P 2015-12-17 2020-02-11
HP INC P 2015-12-17 2020-02-26
ILLUMINA INC P 2018-10-08 2020-02-06
ILLUMINA INC P 2018-08-13 2020-01-17
ILLUMINA INC P 2018-08-13 2020-02-06
JOHNSON & JOHNSON P 2018-08-13 2020-02-27
JOHNSON & JOHNSON P 2018-08-13 2020-03-18
JOHNSON & JOHNSON P 2018-01-02 2020-03-02
JOHNSON & JOHNSON P 2017-11-28 2020-03-02
JPMORGAN CHASE & CO P 2020-03-11 2020-11-12
KEYSIGHT TECHNOLOGIES INC P 2020-02-25 2020-02-27
KEYSIGHT TECHNOLOGIES INC P 2020-02-25 2020-03-18
KKR & CO INC P 2019-05-15 2020-07-21
KKR & CO INC P 2019-05-15 2020-06-09
KKR & CO INC P 2019-05-03 2020-06-09
KKR & CO INC P 2019-05-03 2020-01-29
LIVONGO HEALTH INC P 2020-08-18 2020-11-04
MARVELL TECHNOLOGY GROUP P 2019-10-03 2020-06-24
MARVELL TECHNOLOGY GROUP P 2019-10-03 2020-07-20
MERCURY SYSTEMS INC P 2019-04-22 2020-01-17
MERCURY SYSTEMS INC P 2019-12-02 2020-04-21
MERCURY SYSTEMS INC P 2019-04-22 2020-02-27
MERCURY SYSTEMS INC P 2019-04-22 2020-03-18
MERCURY SYSTEMS INC P 2019-06-24 2020-04-21
MERCURY SYSTEMS INC P 2019-04-22 2020-04-21
MICROSOFT CORP P 2018-08-13 2020-01-17
MICROSOFT CORP P 2018-08-13 2020-03-18
MICROSOFT CORP P 2018-08-13 2020-07-28
NEXTERA ENERGY INC P 2018-08-13 2020-01-17
NEXTERA ENERGY INC P 2018-08-13 2020-03-18
NEXTERA ENERGY INC P 2018-08-13 2020-02-27
NVIDIA CORP P 2019-07-17 2020-01-17
NVIDIA CORP P 2019-07-17 2020-02-27
NVIDIA CORP P 2019-07-17 2020-07-28
ONEOK INC P 2020-02-27 2020-03-13
ONEOK INC P 2019-12-02 2020-03-13
ONEOK INC P 2019-02-14 2020-03-13
PALO ALTO NETWORKS INC P 2019-12-02 2020-02-27
PALO ALTO NETWORKS INC P 2018-08-13 2020-01-17
PALO ALTO NETWORKS INC P 2018-08-13 2020-02-27
PALO ALTO NETWORKS INC P 2018-12-10 2020-02-27
PAYPAL HOLDINGS INC P 2018-12-28 2020-01-17
PAYPAL HOLDINGS INC P 2018-12-28 2020-03-18
PAYPAL HOLDINGS INC P 2018-12-28 2020-09-08
PFIZER INC P 2020-02-26 2020-06-29
PFIZER INC P 2020-02-26 2020-08-20
PPG INDUSTRIES INC P 2020-03-25 2020-10-26
PPG INDUSTRIES INC P 2020-03-25 2020-11-04
PPG INDUSTRIES INC P 2020-03-25 2020-09-03
PPG INDUSTRIES INC P 2020-05-01 2020-11-04
PRINCIPAL FINANCIAL GROUP INC P 2019-05-28 2020-03-09
PRINCIPAL FINANCIAL GROUP INC P 2018-07-19 2020-03-09
QUALCOMM INC P 2018-08-13 2020-03-18
QUALCOMM INC P 2018-08-13 2020-01-17
QUALCOMM INC P 2020-02-27 2020-08-07
QUALCOMM INC P 2019-12-05 2020-08-07
QUALCOMM INC P 2018-08-13 2020-08-07
RAYTHEON TECHNOLOGIES P 2019-02-01 2020-04-08
RAYTHEON TECHNOLOGIES P 2019-02-01 2020-05-27
RAYTHEON TECHNOLOGIES P 2019-02-01 2020-06-29
RAYTHEON TECHNOLOGIES P 2019-02-01 2020-12-30
RAYTHEON TECHNOLOGIES P 2020-05-26 2020-07-09
ROCKWELL AUTOMATION INC P 2018-04-27 2020-09-08
ROCKWELL AUTOMATION INC P 2018-04-06 2020-05-19
ROCKWELL AUTOMATION INC P 2018-04-27 2020-10-21
ROCKWELL AUTOMATION INC P 2018-04-06 2020-09-08
ROCKWELL AUTOMATION INC P 2019-05-31 2020-10-21
ROYAL DUTCH SHELL PLC P 2013-12-19 2020-03-18
ROYAL DUTCH SHELL PLC P 2015-08-26 2020-03-18
ROYAL DUTCH SHELL PLC P 2019-06-26 2020-03-18
ROYAL DUTCH SHELL PLC P 2015-06-30 2020-03-18
ROYAL DUTCH SHELL PLC P 2014-10-29 2020-03-18
ROYAL DUTCH SHELL PLC P 2015-03-10 2020-03-18
ROYAL DUTCH SHELL PLC P 2015-12-10 2020-03-18
ROYAL DUTCH SHELL PLC P 2013-12-19 2020-03-17
SALESFORCE.COM INC P 2018-08-13 2020-01-17
SALESFORCE.COM INC P 2018-08-13 2020-02-27
SALESFORCE.COM INC P 2018-08-13 2020-09-08
SERVICENOW INC P 2019-04-10 2020-01-17
SERVICENOW INC P 2019-04-10 2020-02-27
SERVICENOW INC P 2019-04-10 2020-09-08
SIMON PROPERTY GROUP INC P 2015-03-10 2020-03-18
SIMON PROPERTY GROUP INC P 2017-02-13 2020-03-18
SIMON PROPERTY GROUP INC P 2018-01-26 2020-03-18
SIMON PROPERTY GROUP INC P 2015-03-10 2020-03-17
SKYWORKS SOLUTIONS INC P 2019-08-08 2020-01-02
SKYWORKS SOLUTIONS INC P 2019-07-25 2020-01-02
STANLEY BLACK & DECKER INC P 2019-03-20 2020-01-02
STANLEY BLACK & DECKER INC P 2019-03-20 2020-12-03
STANLEY BLACK & DECKER INC P 2019-10-07 2020-12-03
STANLEY BLACK & DECKER INC P 2019-03-20 2020-06-29
STANLEY BLACK & DECKER INC P 2019-03-18 2020-01-02
STARBUCKS CORP P 2020-02-12 2020-06-10
STARBUCKS CORP P 2019-12-12 2020-06-10
SYSCO CORP P 2020-09-04 2020-12-07
TE CONNECTIVITY LTD P 2020-02-26 2020-10-20
TE CONNECTIVITY LTD P 2020-02-26 2020-05-18
TELADOC HEALTH INC P 2020-08-18 2020-11-06
TEXAS INSTRUMENTS INCORPORATED P 2018-08-13 2020-01-17
TEXAS INSTRUMENTS INCORPORATED P 2018-08-13 2020-03-18
TORONTO-DOMINION BANK P 2018-10-08 2020-03-06
TORONTO-DOMINION BANK P 2019-12-02 2020-03-06
TORONTO-DOMINION BANK P 2020-01-17 2020-03-06
TORONTO-DOMINION BANK P 2018-08-13 2020-03-06
TRANE TECHNOLOGIES PLC P 2020-05-06 2020-07-27
TRANE TECHNOLOGIES PLC P 2020-05-06 2020-08-11
TRANE TECHNOLOGIES PLC P 2020-05-06 2020-07-29
TRANE TECHNOLOGIES PLC P 2020-05-06 2020-11-11
TWITTER INC P 2018-08-08 2020-03-02
TWITTER INC P 2019-10-29 2020-03-02
TWITTER INC P 2019-10-31 2020-03-02
TWITTER INC P 2017-11-09 2020-03-02
UBER TECHNOLOGIES INC P 2020-07-20 2020-12-07
UBER TECHNOLOGIES INC P 2020-07-20 2020-11-12
UBER TECHNOLOGIES INC P 2020-05-19 2020-12-08
UNION PACIFIC CORP P 2020-03-02 2020-06-03
UNITED PARCEL SVC INC P 2015-06-17 2020-06-30
UNITED PARCEL SVC INC P 2015-01-26 2020-06-30
UNITEDHEALTH GROUP INC P 2018-08-13 2020-03-18
UNITEDHEALTH GROUP INC P 2018-08-13 2020-09-08
US BANCORP DEL P 2020-02-27 2020-08-07
US BANCORP DEL P 2020-03-18 2020-08-07
US BANCORP DEL P 2020-01-17 2020-08-07
US BANCORP DEL P 2018-08-13 2020-08-07
VEEVA SYSTEMS INC P 2018-08-13 2020-02-27
VEEVA SYSTEMS INC P 2018-08-13 2020-03-18
VEEVA SYSTEMS INC P 2018-08-13 2020-09-08
VERTEX PHARMACEUTICALS INC P 2020-07-21 2020-12-16
VIATRIS INC P 2020-09-14 2020-11-23
VIATRIS INC P 2020-04-03 2020-11-18
VIATRIS INC P 2020-09-14 2020-11-18
VIATRIS INC P 2020-04-06 2020-11-18
VISA INC P 2018-08-13 2020-09-08
VISA INC P 2018-08-13 2020-01-17
VMWARE INC CL A P 2019-10-14 2020-11-23
VMWARE INC CL A P 2019-10-14 2020-05-18
WALT DISNEY CO P 2020-01-17 2020-04-13
WALT DISNEY CO P 2020-02-27 2020-04-13
WALT DISNEY CO P 2020-03-18 2020-04-13
WALT DISNEY CO P 2018-10-22 2020-04-13
WALT DISNEY CO P 2018-08-28 2020-04-13
WALT DISNEY CO P 2018-08-13 2020-04-13
WELLS FARGO & CO P 2016-05-24 2020-03-11
WELLS FARGO & CO P 2018-04-17 2020-03-11
WELLS FARGO & CO P 2019-10-03 2020-03-11
WELLS FARGO & CO P 2016-06-14 2020-03-11
WELLS FARGO & CO P 2014-10-20 2020-06-09
WELLS FARGO & CO P 2016-05-24 2020-01-17
WELLTOWER INC P 2013-12-19 2020-04-06
WELLTOWER INC P 2015-06-30 2020-04-06
WELLTOWER INC P 2013-12-19 2020-04-03
WELLTOWER INC P 2017-02-13 2020-04-06
WELLTOWER INC P 2018-01-26 2020-04-06
WELLTOWER INC P 2012-12-21 2020-04-03
WILLIAMS COMPANIES INC P 2019-12-20 2020-03-17
WILLIAMS COMPANIES INC P 2019-12-20 2020-03-18
WILLIAMS COMPANIES INC P 2019-12-19 2020-03-17
XCEL ENERGY INC P 2020-08-07 2020-12-15
ZOETIS INC P 2018-08-13 2020-02-27
ZOETIS INC P 2018-08-13 2020-01-17
(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 524   725 -201
b 352   255 97
c 341   364 -23
d 453   364 89
e 1,255   911 344
1,765   1,906 -141
3,124   1,896 1,228
6,101   3,811 2,290
527   940 -413
850   1,583 -733
1,758   3,565 -1,807
3,106   6,271 -3,165
637   519 118
1,004   864 140
1,910   1,752 158
633   418 215
715   628 87
1,887   1,184 703
3,949   1,855 2,094
267   281 -14
232   281 -49
440   422 18
682   563 119
112   117 -5
336   376 -40
538   839 -301
591   643 -52
591   571 20
1,083   921 162
1,008   955 53
1,064   1,029 35
1,075   1,193 -118
1,623   1,736 -113
1,362   1,824 -462
2,789   4,090 -1,301
2,789   3,910 -1,121
2,724   3,489 -765
6,173   5,138 1,035
2,376   2,117 259
1,400   1,958 -558
2,306   3,381 -1,075
2,306   3,428 -1,122
2,389   3,655 -1,266
4,246   4,194 52
2,988   2,172 816
244   161 83
501   717 -216
865   805 60
1,549   1,865 -316
2,841   1,732 1,109
1,913   2,256 -343
2,232   1,993 239
3,692   3,237 455
4,300   2,474 1,826
397   320 77
691   515 176
1,346   1,101 245
320   213 107
5,923   3,919 2,004
312   360 -48
521   351 170
729   1,007 -278
833   1,020 -187
833   876 -43
1,540   891 649
1,353   1,054 299
2,960   3,321 -361
546   425 121
3,415   4,149 -734
1,324   3,214 -1,890
2,821   6,506 -3,685
2,450   1,120 1,330
2,738   1,265 1,473
317   320 -3
1,094   1,114 -20
1,923   2,150 -227
2,037   3,349 -1,312
2,336   4,164 -1,828
2,995   2,373 622
48   78 -30
238   369 -131
286   405 -119
3,145   4,877 -1,732
129   206 -77
429   315 114
600   729 -129
773   1,112 -339
2,015   3,265 -1,250
222   187 35
2,185   1,679 506
3,176   3,271 -95
134   180 -46
1,975   1,499 476
308   364 -56
462   354 108
4,471   5,274 -803
358   343 15
2,322   2,334 -12
2,844   2,799 45
5,133   5,113 20
1,129   1,305 -176
2,043   1,923 120
2,446   2,689 -243
4,053   3,249 804
4,892   5,172 -280
467   411 56
3,425   1,960 1,465
4,853   3,250 1,603
3,654   3,703 -49
4,674   3,267 1,407
5,534   5,394 140
137   117 20
3,183   1,976 1,207
3,266   1,768 1,498
4,672   2,454 2,218
300   326 -26
973   987 -14
2,702   2,960 -258
143   130 13
921   911 10
3,534   3,629 -95
6,389   6,589 -200
2,817   2,457 360
191   189 2
414   472 -58
1,107   756 351
1,060   829 231
3,462   2,729 733
4,069   3,221 848
3,518   3,403 115
1,456   1,021 435
4,074   2,659 1,415
76   71 5
152   140 12
567   495 72
566   565 1
1,142   1,043 99
2,055   1,908 147
333   217 116
815   652 163
1,422   760 662
253   171 82
215   171 44
533   343 190
248   169 79
533   338 195
3,720   1,521 2,199
57   142 -85
57   141 -84
2,022   4,526 -2,504
390   449 -59
1,207   1,057 150
976   1,057 -81
1,366   1,239 127
116   84 32
174   167 7
3,202   1,422 1,780
3,088   3,311 -223
8,265   7,493 772
2,477   1,589 888
3,051   1,923 1,128
3,414   2,341 1,073
4,909   3,233 1,676
2,207   3,144 -937
4,680   6,818 -2,138
58   65 -7
576   389 187
1,085   779 306
1,410   1,066 344
4,774   2,856 1,918
6   7 -1
200   214 -14
987   1,144 -157
1,355   1,358 -3
2,874   3,166 -292
445   333 112
1,437   1,218 219
2,388   1,663 725
2,896   2,261 635
5,731   3,609 2,122
126   435 -309
230   542 -312
251   807 -556
251   689 -438
314   1,126 -812
314   941 -627
377   844 -467
2,067   6,169 -4,102
182   145 37
178   145 33
3,222   1,886 1,336
312   244 68
330   244 86
2,215   1,221 994
247   904 -657
542   1,999 -1,457
838   2,785 -1,947
2,410   7,235 -4,825
485   321 164
3,275   2,306 969
334   264 70
722   528 194
1,985   1,534 451
2,443   2,377 66
4,173   3,325 848
1,742   1,950 -208
3,801   4,226 -425
612   482 130
1,612   1,299 313
2,447   2,859 -412
205   210 -5
132   111 21
396   442 -46
49   59 -10
194   230 -36
388   454 -66
4,171   5,076 -905
1,359   1,063 296
2,409   1,635 774
2,545   1,880 665
9,111   5,231 3,880
962   864 98
2,281   1,919 362
4,241   3,549 692
5,239   2,933 2,306
863   533 330
2,057   1,467 590
3,350   2,101 1,249
3,006   2,682 324
1,105   998 107
1,878   1,721 157
412   523 -111
927   784 143
183   247 -64
438   389 49
511   774 -263
3,178   4,583 -1,405
297   169 128
506   338 168
2,933   929 2,004
2,773   3,520 -747
8   8 0
139   122 17
199   196 3
238   214 24
605   420 185
1,429   981 448
1,628   1,701 -73
3,619   4,020 -401
305   434 -129
305   368 -63
508   402 106
609   711 -102
1,015   1,126 -111
1,218   1,342 -124
726   1,083 -357
1,090   1,676 -586
1,552   2,274 -722
1,882   2,713 -831
1,556   1,166 390
3,960   3,989 -29
168   207 -39
503   788 -285
1,042   1,448 -406
1,258   1,980 -722
1,803   2,590 -787
2,976   4,637 -1,661
1,894   3,535 -1,641
1,525   3,722 -2,197
2,044   3,753 -1,709
5,393   5,896 -503
137   92 45
1,538   1,008 530
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       -201
b       97
c       -23
d       89
e       344
      -141
      1,228
      2,290
      -413
      -733
      -1,807
      -3,165
      118
      140
      158
      215
      87
      703
      2,094
      -14
      -49
      18
      119
      -5
      -40
      -301
      -52
      20
      162
      53
      35
      -118
      -113
      -462
      -1,301
      -1,121
      -765
      1,035
      259
      -558
      -1,075
      -1,122
      -1,266
      52
      816
      83
      -216
      60
      -316
      1,109
      -343
      239
      455
      1,826
      77
      176
      245
      107
      2,004
      -48
      170
      -278
      -187
      -43
      649
      299
      -361
      121
      -734
      -1,890
      -3,685
      1,330
      1,473
      -3
      -20
      -227
      -1,312
      -1,828
      622
      -30
      -131
      -119
      -1,732
      -77
      114
      -129
      -339
      -1,250
      35
      506
      -95
      -46
      476
      -56
      108
      -803
      15
      -12
      45
      20
      -176
      120
      -243
      804
      -280
      56
      1,465
      1,603
      -49
      1,407
      140
      20
      1,207
      1,498
      2,218
      -26
      -14
      -258
      13
      10
      -95
      -200
      360
      2
      -58
      351
      231
      733
      848
      115
      435
      1,415
      5
      12
      72
      1
      99
      147
      116
      163
      662
      82
      44
      190
      79
      195
      2,199
      -85
      -84
      -2,504
      -59
      150
      -81
      127
      32
      7
      1,780
      -223
      772
      888
      1,128
      1,073
      1,676
      -937
      -2,138
      -7
      187
      306
      344
      1,918
      -1
      -14
      -157
      -3
      -292
      112
      219
      725
      635
      2,122
      -309
      -312
      -556
      -438
      -812
      -627
      -467
      -4,102
      37
      33
      1,336
      68
      86
      994
      -657
      -1,457
      -1,947
      -4,825
      164
      969
      70
      194
      451
      66
      848
      -208
      -425
      130
      313
      -412
      -5
      21
      -46
      -10
      -36
      -66
      -905
      296
      774
      665
      3,880
      98
      362
      692
      2,306
      330
      590
      1,249
      324
      107
      157
      -111
      143
      -64
      49
      -263
      -1,405
      128
      168
      2,004
      -747
      0
      17
      3
      24
      185
      448
      -73
      -401
      -129
      -63
      106
      -102
      -111
      -124
      -357
      -586
      -722
      -831
      390
      -29
      -39
      -285
      -406
      -722
      -787
      -1,661
      -1,641
      -2,197
      -1,709
      -503
      45
      530
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 3,835
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  
Part V
Qualification Under Section 4940(e) for Reduced Tax on Net Investment Income
SECTION 4940(e) REPEALED ON DECEMBER 20, 2019 - DO NOT COMPLETE
1 Reserved
(a)
Reserved 		(b)
Reserved 		(c)
Reserved 		(d)
Reserved
2
Reserved...........................
2
3
Reserved...........................
3
4
Reserved...........................
4
5
Reserved...........................
5
6
Reserved...........................
6
7
Reserved...........................
7
8
Reserved,..........................
8
Form 990-PF (2020)
Form 990-PF (2020)
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 Bullet and enter “N/A" on line 1. Bracket for line 1a
Date of ruling or determination letter:   (attach copy of letter if necessary–see instructions)
b Reserved................................ 1 540
c All other domestic foundations enter 1.39% 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........................... 3 540
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- ..... 5 540
6 Credits/Payments:
a 2020 estimated tax payments and 2019 overpayment credited to 2020 6a 480
b Exempt foreign organizations—tax withheld at source...... 6b 0
c Tax paid with application for extension of time to file (Form 8868)... 6c 200
d Backup withholding erroneously withheld ........... 6d 0
7 Total credits and payments. Add lines 6a through 6d.............. 7 680
8 Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached. 8 1
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 10 139
11 Enter the amount of line 10 to be: Credited to 2021 estimated taxBullet139 RefundedBullet 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 the instructions
for the definition.................................
1b
 
No
If the answer is "Yes" to 1a or 1b, attach a detailed description of the activities and copies of any materials
published or distributed by the foundation in connection with the activities.
c
Did the foundation file Form 1120-POL for this year?.....................
1c
 
No
d
Enter the amount (if any) of tax on political expenditures (section 4955) imposed during the year:
(1) On the foundation. bullet$ 0(2) On foundation managers.bullet$ 0
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.bullet$ 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
     
    No
    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)
    bulletNM
    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 2020 or the taxable year beginning in 2020? 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
     
    No
    Form 990-PF (2020)
    Form 990-PF (2020)
    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 addressbulletNONE
    14
    The books are in care ofbulletCJ WIEGEL Telephone no.bullet (575) 461-1623

    Located atbullet214 SOUTH SECONDTUCUMCARINM ZIP+4bullet88401
    15
    Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of Form 1041 —check here .........bullet
    and enter the amount of tax-exempt interest received or accrued during the year ........bullet
    15
     
    16 At any time during calendar year 2020, 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 the instructions for exceptions and filing requirements for FinCEN Form 114. If "Yes", enter the name of the foreign
    country bullet
    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 2020?.............
    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 2020, did the foundation have any undistributed income (lines 6d
    and 6e, Part XIII) for tax year(s) beginning before 2020?.............
    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 2020 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 2020.)..................
    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 2020?
    4b
     
    No
    Form 990-PF (2020)
    Form 990-PF (2020)
    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))?
    (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
     
     
    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? .................
    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
    CJ WIEGEL TRUSTEE
    0.00     		0 0 0
    PO BOX 1304
    TUCUMCARI,NM88401
    PHILLIP H BIDEGAIN TRUSTEE
    0.00     		0 0 0
    5859 QUAY ROAD BK
    TUCUMCARI,NM88401
    KENTON PERKINS TRUSTEE
    0.00     		0 0 0
    3231 QUAY ROAD 578
    TUCUMCARI,NM88401
    LOU BRISCOE TRUSTEE
    0.00     		0 0 0
    4490 QUAY RD 55
    TUCUMCARI,NM88401
    EDWARD PEREA TRUSTEE
    0.00     		0 0 0
    1213 S 3RD
    TUCUMCARI,NM88401
    CYNTHIA KIRKSEY TRUSTEE
    0.00     		0 0 0
    4500 QUAY RD 63
    TUCUMCARI,NM88401
    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...................bullet 0
    Form 990-PF (2020)
    Form 990-PF (2020)
    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.............bullet0
    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 ASSIST WITH MEDICAL TRAVEL EXPENSES FOR THOSE INDIVIDUALS WHO ARE REQUIRING TRANSPORTATION 12,000
    2 ASSIST WITH THE CHARITABLE ACTIVITIES OF RELIGIOUS ORGANIZATIONS 11,000
    3 ASSIST WITH EXPENSE TO ENROLL YOUNG CHILDREN INTO "THE IMANGINATION LIBRARY" SO THEY CAN ENJOY THE EXPERIENCE OF READING AND HEARING STORIES 5,000
    4 ASSIST WITH THOSE INDIVIDUALS WHO ARE HAVING MEDICAL NEEDS THROUGH THE MENTAL HEALTH RESOURCES ORGANIATION 1,000
    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.........................bullet0
    Form 990-PF (2020)
    Form 990-PF (2020)
    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
    1,045,552
    b
    Average of monthly cash balances.......................
    1b
    69,967
    c
    Fair market value of all other assets (see instructions)................
    1c
    0
    d
    Total (add lines 1a, b, and c).........................
    1d
    1,115,519
    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
    1,115,519
    4
    Cash deemed held for charitable activities. Enter 1 1/2% of line 3 (for greater amount, see
    instructions) .............................
    4
    16,733
    5
    Net value of noncharitable-use assets. Subtract line 4 from line 3. Enter here and on Part V, line 4
    5
    1,098,786
    6
    Minimum investment return. Enter 5% of line 5..................
    6
    54,939
    Part XI
    Distributable Amount (see instructions) (Section 4942(j)(3) and (j)(5) private operating foundations and certain foreign organizations check here right arrow and do not complete this part.)
    1
    Minimum investment return from Part X, line 6....................
    1
    54,939
    2a
    Tax on investment income for 2020 from Part VI, line 5......
    2a
    540
    b
    Income tax for 2020. (This does not include the tax from Part VI.)...
    2b
     
    c
    Add lines 2a and 2b............................
    2c
    540
    3
    Distributable amount before adjustments. Subtract line 2c from line 1............
    3
    54,399
    4
    Recoveries of amounts treated as qualifying distributions................
    4
    0
    5
    Add lines 3 and 4............................
    5
    54,399
    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
    54,399
    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
    29,000
    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
    29,000
    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
    0
    6
    Adjusted qualifying distributions. Subtract line 5 from line 4..............
    6
    29,000
    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 (2020)
    Form 990-PF (2020)
    Page 9
    Part XIII
    Undistributed Income (see instructions)
    (a)
    Corpus     		(b)
    Years prior to 2019     		(c)
    2019     		(d)
    2020
    1 Distributable amount for 2020 from Part XI, line 7 54,399
    2 Undistributed income, if any, as of the end of 2020:
    a Enter amount for 2019 only....... 5,377
    b Total for prior years:20, 20, 20 0
    3 Excess distributions carryover, if any, to 2020:
    a From 2015......  
    b From 2016......  
    c From 2017......  
    d From 2018......  
    e From 2019......  
    fTotal of lines 3a through e........ 0
    4Qualifying distributions for 2020 from Part
    XII, line 4: bullet$ 29,000
    a Applied to 2019, but not more than line 2a 5,377
    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 2020 distributable amount..... 23,623
    e Remaining amount distributed out of corpus 0
    5 Excess distributions carryover applied to 2020. 0 0
    (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 0
    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 2019. Subtract line
    4a from line 2a. Taxable amount—see
    instructions .............     		0
    f Undistributed income for 2020. Subtract
    lines 4d and 5 from line 1. This amount must
    be distributed in 2021 ..........     		30,776
    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 2015 not
    applied on line 5 or line 7 (see instructions) ...     		0
    9Excess distributions carryover to 2021.
    Subtract lines 7 and 8 from line 6a ......     		0
    10 Analysis of line 9:
    a Excess from 2016....  
    b Excess from 2017....  
    c Excess from 2018....  
    d Excess from 2019....  
    e Excess from 2020....  
    Form 990-PF (2020)
    Form 990-PF (2020)
    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 2020, 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) 2020 (b) 2019 (c) 2018 (d) 2017
             
    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.)
    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:
    C J WIEGEL
    PO BOX 981
    TUCUMCARI,NM88401
    (575) 461-1623
    bThe form in which applications should be submitted and information and materials they should include:
    NAME OF REQUESTING ORGANIZATION AND PURPOSE AND AMOUNT OF GRANT REQUEST
    cAny submission deadlines:
    NONE
    dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
    factors:
    AWARDS ARE LIMITED TO QUAY COUNTY, NEW MEXICO AND RESTRICTED TO GOVERNMENTS OR QUALIFYING NON-PROFITS WITH IRS DETERMINATION LETTERS
    Form 990-PF (2020)
    Form 990-PF (2020)
    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
    FATHER'S FORGE
    622 S LAKE STREET
    TUCUMCARI,NM88401     		  CHARITABLE ORGANIZAT GRANT TO HELP PROVIDE FOR PROGRAMS 11,000
    IMAGINATION LIBRARY
    111 DOLLYWOOD LN
    PIGEON FORGE,TN37863     		  NON PROFIT ENTITY PROMOTE LITERACY WITH BOOKS FOR CHILDREN 5,000
    ST VINCENT DE PAUL
    118 W MAIN
    TUCUMCARI,NM88401     		  NON PROFIT ENTITY HELP THOSE WHO ARE IN NEED OF MEDICAL TRAVEL ASSISTANCE 12,000
    MENTAL HEALTH RESOURCES
    1005 S MONROE
    TUCUMCARI,NE88401     		  NON PROFIT ENTITY MENTAL HEALTH CRISIS 1,000
    Total .................................bullet 3a 29,000
    bApproved for future payment
    Total .................................bullet 3b 0
    Form 990-PF (2020)
    Form 990-PF (2020)
    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 ...........     		         
    4 Dividends and interest from securities....     14 34,999  
    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 3,835  
    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 38,834 0
    13Total. Add line 12, columns (b), (d), and (e)..................
    13
    38,834
    (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.)
    Form 990-PF (2020)
    Form 990-PF (2020)
    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? ...........
    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 instructions.
    Signature of officer or trustee Date Title
    Paid Preparer Use Only Print/Type preparer's name Preparer's Signature Date PTIN
    Firm's name SmallBullet
    		 Firm's EIN SmallBullet
    Firm's address SmallBullet


    		 Phone no.
    Form 990-PF (2020)
    Additional Data


    Software ID:  
    Software Version:  


    Form 990PF - Special Condition Description:
    Special Condition Description

    TY 2020 AccountingFeesSchedule
    Name:
    CW AND DEE MCMULLEN COMMUNITY
     
    FOUNDATION
    EIN:
    85-0472979
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    LEGAL AND ACCOUNTING 3,360 0   0

    TY 2020 InvestmentsCorpBondsSchedule
    Name:
    CW AND DEE MCMULLEN COMMUNITY
     
    FOUNDATION
    EIN:
    85-0472979
    Name of Bond End of Year Book Value End of Year Fair Market Value
    COHEN & STEERS PFD SECS & INCOME FD INC CL C 27,936 30,526
    LORD ABBETT BOND-DEBENTURE 22,343 23,784
    PIMCO INCOME FUND CLASS C 31,449 32,220

    TY 2020 InvestmentsCorpStockSchedule
    Name:
    CW AND DEE MCMULLEN COMMUNITY
     
    FOUNDATION
    EIN:
    85-0472979
    Name of Stock End of Year Book Value End of Year Fair Market Value
    INVESCO STEELPATH MLP SELECT 40 FD CL C 45,705 26,612
    JP MORGAN CHASE & CO 46,609 67,569
    COHEN & STEERS INFRASTRUCTURE FUND INC. 14,707 17,222
    REALITY INCOME CORP 27,291 37,302
    WELLTOWER INC COMMON STOCK 16,831 19,386
    ALPHABET INC CLASS A COMMON STOCK 4,943 15,774
    AMAZON.COM INC 7,585 13,028
    AMERICAN EXPRESS COMPANY 8,145 12,454
    AMERICAN WTR WKS CO INC 4,521 9,669
    APPLIED MATERIALS INC 7,280 13,463
    BIOGEN INC 11,513 10,529
    BRISTOL MYERS SQUIBB CO 11,862 11,910
    CENTENE CORP DEL 10,757 11,285
    CHARLES SCHWAB CORP NEW 7,317 9,176
    COLGATE PALMOLIVE COMPANY 10,265 12,741
    CORTEVA INC COMMON STOCK 9,582 13,513
    GOLDMAN SACHS GROUP INC 10,368 13,186
    INCYTE CORPORATION 7,653 7,393
    JP MORGAN CHASE & CO 10,837 14,105
    KKR & CO INC COMMON STOCK 5,203 8,503
    L3HARRIS TECHNOLOGIES INC 8,795 9,640
    MOTOROLA SOLUTIONS INC 10,472 12,755
    RAYTHEON TECHNOLOGIES CORPORATION COMMON STOCK 8,572 8,796
    SEMPRA ENERGY 12,991 12,741
    SKYWORKS SOLUTIONS INC 5,050 9,631
    SOUTHWEST AIRLINES CO 7,661 9,369
    STANLEY BLACK & DECKER INC 5,071 8,749
    SYSCO CORP 8,622 10,619
    TJX COMPANIES INC NEW 7,860 10,244
    UBER TECHNOLOGIES INC COMMON STOCK 5,400 8,262
    UNION PACIFIC CORP 5,908 8,537
    UNITED PARCEL SVC INC CL B 8,220 13,472
    US BANCORP DEL COM 7,529 9,365
    VERIZON COMMUNICATIONS 11,091 11,574
    VISA INC CL A COMMON STOCK 6,050 8,749
    VMWARE INC CL A 8,940 8,135
    3 M COMPANY 11,665 12,410
    CHUBB LTD COM 9,963 12,314
    MARVEL TECHNOLOGY GROUP LTD 7,274 14,405
    MEDTRONIC PLC COM 10,434 13,354
    TE CONNECTIVITY LTD 6,497 9,080
    INVITATION HOMES INC COMMON STOCK 5,222 7,484
    WELLTOWER INC COMMON STOCK 8,303 9,564
    ABBVIE INC 8,893 14,037
    ALTRIA GROUP INC 8,817 9,348
    BLACKROCK INC 10,125 16,595
    CATERPILLAR INC 8,304 14,744
    CHEVRON CORPORATION 9,873 8,023
    CISCO SYSTEMS INC 9,054 12,709
    CVS HEALTH CORPORATION 12,125 14,070
    DOMINION ENERGY INC COMMON STOCK 12,469 12,333
    DUKE ENERGY CORPORATION HOLDING COMPANY 11,156 13,917
    GILEAD SCIENCES INC 10,796 9,555
    INTERNATIONAL BUSINESS MACHINES CORP 11,390 12,084
    KEYCORP NEW 12,001 12,291
    LOCKHEED MARTIN CORP 3,597 12,779
    MERCK & CO INC 8,478 15,869
    MORGAN STANLEY 5,261 11,513
    PEPSICO INC COMMON STOCK 10,662 12,309
    PFIZER INC 10,361 11,411
    PNC FINANCIAL SVCS GROUP INC 11,701 13,857
    VERIZON COMMUNICATIONS 9,880 12,396
    BCE INC COM NEW 12,024 12,326
    CROWN CASTLE INTERNATIONAL CORP 7,422 10,984
    DIGITAL REALTY TRUST INC 5,169 9,905
    ADOBE INC COMMON STOCK 3,668 6,001
    ALPHABET INC CLASS C CAPITAL STOCK 4,949 7,008
    AMAZON.COM INC 2,306 3,257
    AMGEN INC 3,571 4,598
    APPLE INC 3,423 8,492
    BOOKING HOLDINGS INC COMMON STOCK 3,676 4,455
    BROADCOM INC COMMON STOCK 5,354 8,319
    CHEWY INC CLASS A COMMON STOCK 2,893 4,495
    COCA COLA COMPANY 4,306 5,155
    COLGATE PALMOLIVE COMPANY 3,911 5,045
    COSTCO WHOLESALE CORP NEW 2,256 3,014
    FACEBOOK INC CL A 2,505 3,824
    HOME DEPOT INC 4,875 6,375
    JOHNSON & JOHNSON 3,910 4,721
    JPMORGAN CHASE & CO 4,877 5,972
    KEYSIGHT TECHNOLOGIES INC COM 2,644 3,699
    LULUEMON ATHLETICA INC 3,562 3,828
    METLIFE INC 5,894 7,324
    MICROSOFT CORP 5,661 11,121
    NETFLIX COM INC 3,443 3,785
    NEXTERA ENERGTY INC 3,258 5,863
    NORTHROP GRUMMAN CORP 6,576 6,704
    NIVIDIA CORP 1,594 4,178
    PAYPAL HOLDINGS INC COM 3,252 6,089
    SALESFORCE.COM INC 3,938 4,896
    SELECT SECTOR SPDR TRUST 3,866 3,638
    SELECT SECTOR SPDR TRUST 6,481 6,458
    SERVICENOW INC COM 2,987 5,504
    STARBUCKS CORP 5,251 7,489
    TELADOC HEALTH INC COMMON STOCK 3,194 2,999
    TEXAS INSTRUMENTS INCORPORATED 4,388 6,565
    TRUIST FINANCIAL CORPORATION COMMON STOCK 6,522 7,046
    UBER TECHNOLOGIES INC COMMON STOCK 2,991 4,896
    UNITEDHEALTH GROUP INC 8,074 10,871
    VANECK VECTORS ETF TR BIOTECH ETF 4,015 3,903
    VEEVA SYSTEMS INC CL A COM 1,616 3,539
    VISA INC CL A COMMON STOCK 8,615 11,593
    ZOETIC INC CL A 3,405 5,296
    3M COMPANY 5,361 5,244
    ALIBABA GROUP HOLDING LTD 3,410 4,189
    ATLASSIAN CORPORATION PLC CLASS A 3,057 4,911
    GDS HOLDINGS LIMITED ADS 2,574 4,027
    JD.COM INC 7,112 7,999
    MEDTRONIC PLC COM 4,811 6,208

    TY 2020 OtherDecreasesSchedule
    Name:
    CW AND DEE MCMULLEN COMMUNITY
     
    FOUNDATION
    EIN:
    85-0472979
    Description Amount
    PRINCIPAL ADJUSTMENTS 1,676
    FEDERAL TAX ESTIMATES 49
    PRINCIPAL ADJUSTMENTS 1,343


    TY 2020 OtherExpensesSchedule
    Name:
    CW AND DEE MCMULLEN COMMUNITY
     
    FOUNDATION
    EIN:
    85-0472979
    Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    CONTRACT LABOR 4,552 0   0
    INSURANCE 1,087 0   0
    INVESTMENT EXPENSES 2 0   0
    BOX RENT 92 0   0


    TY 2020 OtherProfessionalFeesSchedule
    Name:
    CW AND DEE MCMULLEN COMMUNITY
     
    FOUNDATION
    EIN:
    85-0472979
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    CONSULTING FEE 8,411 0   0


    TY 2020 TaxesSchedule
    Name:
    CW AND DEE MCMULLEN COMMUNITY
     
    FOUNDATION
    EIN:
    85-0472979
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    FOREIGN TAXES 130 0   0
    CORPORATE COMMISSION 10 0   0