Form990-PF

Department of the Treasury
Internal Revenue Service

Return of Private Foundation
or Section 4947(a)(1) Trust Treated as Private Foundation
right arrowDo not enter social security numbers on this form as it may be made public.
right arrowGo to www.irs.gov/Form990PF for instructions and the latest information.
OMB No. 1545-0047
2023
Open to Public Inspection
For calendar year 2023, or tax year beginning 01-01-2023 , and ending 12-31-2023
Name of foundation
MARSHALL L AND PERRINE D MCCUNE
CHARITABLE FOUNDATION INC
Number and street (or P.O. box number if mail is not delivered to street address)345 E ALAMEDA ST
  Room/suite
City or town, state or province, country, and ZIP or foreign postal code
SANTA FE, NM875012229
A Employer identification number

85-0429439
B Telephone number (see instructions)

(505) 983-8300
C right arrow
G Check all that apply:

D 1. Foreign organizations, check here............. right arrow
2. Foreign organizations meeting the 85%
test, check here and attach computation ... right arrow
E right arrow
H Check type of organization:
F right arrow
I Fair market value of all assets at end
of year (from Part II, col. (c),
line 16)right arrow$91,819,670J 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)  
2 Check right arrow.............
3 Interest on savings and temporary cash investments 417 417  
4 Dividends and interest from securities... 1,302,999 1,677,748  
5a Gross rents............ 85,264 79,776  
b Net rental income or (loss) 55,944
6a Net gain or (loss) from sale of assets not on line 10 636,727
b Gross sales price for all assets on line 6a 25,180,461
7 Capital gain net income (from Part IV, line 2)... 380,678
8 Net short-term capital gain.........  
9 Income modifications...........  
10a Gross sales less returns and allowances  
b Less: Cost of goods sold....  
c Gross profit or (loss) (attach schedule).....    
11 Other income (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
7,193 1,494,115  
12 Total. Add lines 1 through 11........ 2,032,600 3,632,734  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 153,307 30,661   122,646
14 Other employee salaries and wages...... 274,200 2,131   272,069
15 Pension plans, employee benefits....... 166,218 16,622   149,596
16a Legal fees (attach schedule)......... Click to see attachment
List of Attached Documents:
// Content
1,769 265   1,503
b Accounting fees (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
130,490 26,098   104,392
c Other professional fees (attach schedule).... Click to see attachment
List of Attached Documents:
// Content
330,948 260,430   70,508
17 Interest...............   111,898    
18 Taxes (attach schedule) (see instructions)... Click to see attachment
List of Attached Documents:
// Content
264,679 29,454   0
19 Depreciation (attach schedule) and depletion... 64,855 11,435  
20 Occupancy.............. 45,890 4,589   41,301
21 Travel, conferences, and meetings....... 38,585 4,104   34,481
22 Printing and publications..........        
23 Other expenses (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
260,608 207,162   110,822
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 1,731,549 704,849   907,318
25 Contributions, gifts, grants paid....... 3,400,700 3,400,700
26 Total expenses and disbursements. Add lines 24 and 25 5,132,249 704,849   4,308,018
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements -3,099,649
b Net investment income (if negative, enter -0-) 2,927,885
c Adjusted net income (if negative, enter -0-)...  
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2023)
Form 990-PF (2023)
Page 2
Part II Balance Sheets Attached schedules and amounts in the description column
should be for end-of-year amounts only. (See instructions.) 		Beginning of year End of year
(a) Book Value (b) Book Value (c) Fair Market Value
Assets 1 Cash—non-interest-bearing............. 82 200 200
2 Savings and temporary cash investments......... 1,320,906 1,942,892 1,942,892
3 Accounts receivable right arrow16,980
Less: allowance for doubtful accounts right arrow   2,668 16,980 16,980
4 Pledges receivable right arrow  
Less: allowance for doubtful accounts right arrow        
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) right arrow  
Less: allowance for doubtful accounts right arrow        
8 Inventories for sale or use..............      
9 Prepaid expenses and deferred charges.......... 12,968 5,067 5,067
10a Investments—U.S. and state government obligations (attach schedule) 6,359,403 Click to see attachment
List of Attached Documents:
// Content
7,241,804 		7,241,804
b Investments—corporate stock (attach schedule)....... 33,937,535 Click to see attachment
List of Attached Documents:
// Content
39,320,957 		39,320,957
c Investments—corporate bonds (attach schedule)....... 6,244,905 Click to see attachment
List of Attached Documents:
// Content
5,781,046 		5,781,046
11 Investments—land, buildings, and equipment: basis right arrow890,000
Less: accumulated depreciation (attach schedule) right arrow   890,000 Click to see attachment
List of Attached Documents:
// Content
890,000 		890,000
12 Investments—mortgage loans.............      
13 Investments—other (attach schedule).......... 33,305,436 Click to see attachment
List of Attached Documents:
// Content
34,907,482 		34,907,482
14 Land, buildings, and equipment: basis right arrow3,420,746
Less: accumulated depreciation (attach schedule) right arrow1,816,821 1,655,990 Click to see attachment
List of Attached Documents:
// Content
1,603,925 		1,603,925
15 Other assets (describe right arrow) Click to see attachment
List of Attached Documents:
// Content
811,382 		Click to see attachment
List of Attached Documents:
// Content
109,317 		Click to see attachment
List of Attached Documents:
// Content
109,317
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 84,541,275 91,819,670 91,819,670
Liabilities 17 Accounts payable and accrued expenses.......... 12,905 11,696
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 right arrow) Click to see attachment
List of Attached Documents:
// Content
133,080 		Click to see attachment
List of Attached Documents:
// Content
221,130
23 Total liabilities (add lines 17 through 22)......... 145,985 232,826
Net Assets or Fund Balances Foundations that follow FASB ASC 958, check here right arrow
and complete lines 24, 25, 29 and 30.
24 Net assets without donor restrictions........... 84,395,290 91,586,844
25 Net assets with donor restrictions............    
Foundations that do not follow FASB ASC 958, check here right arrow
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)..... 84,395,290 91,586,844
30 Total liabilities and net assets/fund balances (see instructions). 84,541,275 91,819,670
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
84,395,290
2
Enter amount from Part I, line 27a .....................
2
-3,099,649
3
Other increases not included in line 2 (itemize) right arrowClick to see attachment
List of Attached Documents:
// Content
3
10,291,203
4
Add lines 1, 2, and 3 ..........................
4
91,586,844
5
Decreases not included in line 2 (itemize) right arrow
5
0
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29 .
6
91,586,844
Form 990-PF (2023)
Form 990-PF (2023)
Page 3
Part IV
Capital Gains and Losses for Tax on Investment Income
(a) List and describe the kind(s) of property sold (e.g., real estate,
2-story brick warehouse; or common stock, 200 shs. MLC Co.)		 (b)
How acquired
P—Purchase
D—Donation 		(c)
Date acquired
(mo., day, yr.) 		(d)
Date sold
(mo., day, yr.)
1 a ADAMS ST PTNR 2007 NON-US FD LP P 2022-01-01 2023-05-26
b ADAMS ST PTNR 2007 NON-US FD LP P 2022-01-01 2023-11-30
c ADAMS ST PTNR 2007 US FD, LP P 2022-01-01 2023-05-26
d ADAMS STREET PARTNERSHIP FUND-2002 P 2022-01-01 2023-11-21
e ALLSPRING GOVERNMENT P 2022-01-01 2023-12-18
AMERICAN EXPRESS CO P 2022-01-01 2023-04-20
ANHEUSER-BUSCH COS LLC / P 2022-01-01 2023-04-20
AQR MANAGED FUTURES STRATEGY FUND P 2022-01-01 2023-02-28
ARTISAN INTERNATIONAL VALUE FUND P 2022-01-01 2023-07-06
ARTISAN INTERNATIONAL VALUE FUND P 2022-01-01 2023-11-30
BERKSHIRE HATHAWAY ENERG P 2022-01-01 2023-04-20
BLACKROCK TEMPUS FUND, LTD. P 2022-01-01 2023-04-28
BLACKROCK TEMPUS FUND, LTD. P 2022-01-01 2023-08-29
BLACKROCK TEMPUS FUND, LTD. P 2022-01-01 2023-10-26
DAVIDSON KEMPNER INSTITUTIONAL P 2022-01-01 2023-04-12
EQUINIX INC P 2022-01-01 2023-04-20
EQUINOR ASA P 2022-01-01 2023-04-20
FIRST EAGLE OVERSEAS FUND- P 2022-01-01 2023-02-28
FIRST EAGLE OVERSEAS FUND- P 2022-01-01 2023-12-06
FIRST EAGLE OVERSEAS FUND- P 2022-01-01 2023-12-06
GLOBAL RESEARCH EQUITY EXTENDED FUND P 2022-01-01 2023-08-04
GOLDMAN SACHS GROUP INC P 2022-01-01 2023-10-05
HEALTHPEAK PROPERTIES P 2022-01-01 2023-02-10
LAKEWOOD CAPITAL OFFSHORE FUND P 2022-01-01 2023-04-12
MAGNETAR CAP FD SIDE P 2022-01-01 2023-09-25
MARSH & MCLENNAN COS INC P 2022-01-01 2023-04-20
MICROSOFT CORP P 2022-01-01 2023-04-20
MICROSOFT CORP P 2022-01-01 2023-11-16
MORGAN STANLEY P 2022-01-01 2023-10-05
NEW HAMPSHIRE ST MUNI BOND BAN P 2022-01-01 2023-08-15
NEW YORK ST DORM AUTH REVENUES P 2022-01-01 2023-09-08
NORTH BRUNSWICK TWP NJ BRD OFE P 2022-01-01 2023-04-20
PIMCO INCOME FUND CLASS INS #1821 P 2022-01-01 2023-03-01
PRINCIPAL DIVERSIFIED REAL ASSET P 2022-01-01 2023-02-28
QUANTUM ENERGY PARTNERS V, LP P 2022-01-01 2023-03-24
QUANTUM ENERGY PARTNERS V, LP P 2022-01-01 2023-07-19
QUANTUM ENERGY PARTNERS V, LP P 2022-01-01 2023-12-08
RENAISSANCE INSTITUTIONAL EQUITIES P 2022-01-01 2023-04-13
SALESFORCE.COM INC P 2022-01-01 2023-03-07
SOUTHERN CALIFORNIA GAS CO P 2022-01-01 2023-02-08
T. ROWE PRICE NEW ERA FUND CLASS I P 2022-01-01 2023-12-18
TOTAL CAPITAL INTL SA P 2022-01-01 2023-10-05
US TREASURY BOND P 2022-01-01 2023-04-20
US TREASURY BOND P 2022-01-01 2023-10-05
US TREASURY BOND P 2022-01-01 2023-11-06
US TREASURY BOND P 2022-01-01 2023-11-06
US TREASURY BOND P 2022-01-01 2023-11-15
US TREASURY BOND P 2022-01-01 2023-11-21
US TREASURY NOTE P 2022-01-01 2023-01-25
US TREASURY NOTE P 2022-01-01 2023-02-13
US TREASURY NOTE P 2022-01-01 2023-03-07
US TREASURY NOTE P 2022-01-01 2023-03-07
US TREASURY NOTE P 2022-01-01 2023-03-09
US TREASURY NOTE P 2022-01-01 2023-03-16
US TREASURY NOTE P 2022-01-01 2023-03-21
US TREASURY NOTE P 2022-01-01 2023-03-22
US TREASURY NOTE P 2022-01-01 2023-03-27
US TREASURY NOTE P 2022-01-01 2023-04-20
US TREASURY NOTE P 2022-01-01 2023-05-09
US TREASURY NOTE P 2022-01-01 2023-09-15
US TREASURY NOTE P 2022-01-01 2023-09-26
US TREASURY NOTE P 2022-01-01 2023-09-27
US TREASURY NOTE P 2022-01-01 2023-10-11
US TREASURY NOTE P 2022-01-01 2023-11-15
VANGUARD TOTAL STOCK MARKET INDEX P 2022-01-01 2023-07-06
WASTE MANAGEMENT INC P 2022-01-01 2023-04-20
BLACKROCK TEMPUS FUND, LTD. P 2022-01-01 2023-12-29
MAGNETAR CAP FD SIDE P 2022-01-01 2023-12-31
ADAMS ST PTNR 2007 DIRECT FD, LP P 2022-01-01 2023-02-13
ADAMS ST PTNR 2007 DIRECT FD, LP P 2022-01-01 2023-12-21
ADAMS ST PTNR 2007 NON-US FD LP P 2022-01-01 2023-05-26
ADAMS ST PTNR 2007 NON-US FD LP P 2022-01-01 2023-11-30
ADAMS ST PTNR 2007 US FD, LP P 2022-01-01 2023-05-26
QUANTUM ENERGY PARTNERS V, LP P 2022-01-01 2023-07-19
QUANTUM ENERGY PARTNERS V, LP P 2022-01-01 2023-12-08
RESOURCE LAND FUND IV, LLC P 2022-01-01 2023-04-17
RESOURCE LAND FUND IV, LLC P 2022-01-01 2023-08-17
RESOURCE LAND FUND IV, LLC P 2022-01-01 2023-11-20
HVAC DISPOSAL P 2005-04-01 2023-03-31
CAPITAL GAINS FROM K-1 P 2022-12-31 2023-12-31
ADJUSTMENT FOR BOOK LIMITED PARTNERSHIP AMOUNT P 2022-12-31 2022-12-31
(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 6,353   6,353 0
b 18,261   18,261 0
c 31,887   31,887 0
d 5,949   5,949 0
e 14,135,254   14,135,254 0
91,975   97,856 -5,881
97,756   110,856 -13,100
700,000   701,674 -1,674
600,000   538,749 61,251
51,030     51,030
54,731   77,651 -22,920
28,703   48,910 -20,207
46,353   75,313 -28,960
13,663   22,346 -8,683
500,000   500,000 0
44,731   52,566 -7,835
88,647   102,756 -14,109
600,000   645,248 -45,248
5,917     5,917
1,327     1,327
800,000   800,000 0
96,749   108,651 -11,902
43,861   51,664 -7,803
1,718,264   1,038,254 680,010
3,391   1,391 2,000
98,223   107,964 -9,741
24,929   31,288 -6,359
36,872   50,060 -13,188
97,710   109,719 -12,009
175,000   174,879 121
16,281   20,000 -3,719
106,651   110,508 -3,857
1,000,000   1,112,937 -112,937
300,000   363,806 -63,806
100,976   100,976 0
42,096   42,096 0
17,613   17,613 0
400,000   400,000 0
51,020   76,814 -25,794
63,127   55,358 7,769
80,251     80,251
86,385   103,868 -17,483
132,694   154,487 -21,793
29,844   38,443 -8,599
28,096   41,648 -13,552
15,417   22,070 -6,653
16,242   19,617 -3,375
58,234   83,297 -25,063
66,076   62,004 4,072
34,746   34,550 196
74,578   74,036 542
77,331   79,128 -1,797
58,013   59,346 -1,333
230,529   219,082 11,447
43,734   44,510 -776
19,276   19,909 -633
136,434   149,461 -13,027
144,902   149,320 -4,418
48,400   49,773 -1,373
63,240   69,393 -6,153
173,088   178,925 -5,837
118,633   118,198 435
57,759   70,109 -12,350
160,000   159,594 406
400,000   403,877 -3,877
35,895   50,388 -14,493
9,404   27,807 -18,403
1,788   674 1,114
8,657     8,657
2,439     2,439
22,302     22,302
11,231     11,231
16,141     16,141
19,649     19,649
29,414     29,414
65,629     65,629
67,200     67,200
128,000     128,000
  17,266 17,266 0
93,510     93,510
    370,662 -370,662
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       0
b       0
c       0
d       0
e       0
      -5,881
      -13,100
      -1,674
      61,251
      51,030
      -22,920
      -20,207
      -28,960
      -8,683
      0
      -7,835
      -14,109
      -45,248
      5,917
      1,327
      0
      -11,902
      -7,803
      680,010
      2,000
      -9,741
      -6,359
      -13,188
      -12,009
      121
      -3,719
      -3,857
      -112,937
      -63,806
      0
      0
      0
      0
      -25,794
      7,769
      80,251
      -17,483
      -21,793
      -8,599
      -13,552
      -6,653
      -3,375
      -25,063
      4,072
      196
      542
      -1,797
      -1,333
      11,447
      -776
      -633
      -13,027
      -4,418
      -1,373
      -6,153
      -5,837
      435
      -12,350
      406
      -3,877
      -14,493
      -18,403
      1,114
      8,657
      2,439
      22,302
      11,231
      16,141
      19,649
      29,414
      65,629
      67,200
      128,000
      0
      93,510
      -370,662
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 2 380,678
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
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 right arrow 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) 1 40,698
b All other domestic foundations enter 1.39% (0.0139) of line 27b. Exempt foreign organizations enter 4% (0.04) of Part I, line 12, col. (b)
2 Tax under section 511 (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 2 0
3 Add lines 1 and 2........................... 3 40,698
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 40,698
6 Credits/Payments:
a 2023 estimated tax payments and 2022 overpayment credited to 2023 6a 48,200
b Exempt foreign organizations—tax withheld at source...... 6b 0
c Tax paid with application for extension of time to file (Form 8868)... 6c 5,000
d Backup withholding erroneously withheld .......... 6d 0
7 Total credits and payments. Add lines 6a through 6d.............. 7 53,200
8 Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached. 8 0
9 Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed.......right arrow 9  
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...right arrow 10 12,502
11 Enter the amount of line 10 to be: Credited to 2024 estimated taxright arrow12,502 Refundedright arrow 11 0
Form 990-PF (2023)
Form 990-PF (2023)
Page 4
Part VI-A
Statements Regarding Activities
1a
During the tax year, did the foundation attempt to influence any national, state, or local legislation or did
Yes
No
it participate or intervene in any political campaign? ....................
1a
 
No
b
Did it spend more than $100 during the year (either directly or indirectly) for political purposes? See the instructions
for the definition.................................
1b
 
No
If the answer is "Yes" to 1a or 1b, attach a detailed description of the activities and copies of any materials
published or distributed by the foundation in connection with the activities.
c
Did the foundation file Form 1120-POL for this year?.....................
1c
 
No
d
Enter the amount (if any) of tax on political expenditures (section 4955) imposed during the year:
(1) On the foundation. right arrow$ 0(2) On foundation managers.right arrow$ 0
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.right arrow$ 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
Yes
 
b
If "Yes," has it filed a tax return on Form 990-T for this year?...................
4b
Yes
 
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:
round bullet By language in the governing instrument, or
round bullet By state legislation that effectively amends the governing instrument so that no mandatory directions
that conflict with the state law remain in the governing instrument? ................
6
Yes
 
7
Did the foundation have at least $5,000 in assets at any time during the year? If "Yes," complete Part II, col. (c),
and Part XIV..................................
7
Yes
 
8a
Enter the states to which the foundation reports or with which it is registered (see instructions)
right arrowNM, CA
b
If the answer is "Yes" to line 7, has the foundation furnished a copy of Form 990-PF to the Attorney
General (or designate) of each state as required by General Instruction G? If "No," attach explanation .
8b
Yes
 
9
Is the foundation claiming status as a private operating foundation within the meaning of section 4942(j)(3)
or 4942(j)(5) for calendar year 2023 or the taxable year beginning in 2023? See the instructions for Part XIII.
If "Yes," complete Part XIII .............................
9
 
No
10
Did any persons become substantial contributors during the tax year? If "Yes," attach a schedule listing their names
and addresses. ...............................
10
 
No
11
At any time during the year, did the foundation, directly or indirectly, own a controlled entity within the
meaning of section 512(b)(13)? If "Yes," attach schedule. See instructions .............
11
Yes
 
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 addressright arrowWWW.NMMCCUNE.ORG
14
The books are in care ofright arrowMCCUNE CHARITABLE FOUNDATION Telephone no.right arrow (505) 983-8300

Located atright arrow345 E ALAMEDA STSANTA FENM ZIP+4right arrow875012229
15
Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of Form 1041 —check here .........right arrow
and enter the amount of tax-exempt interest received or accrued during the year ........right arrow
15
 
16 At any time during calendar year 2023, 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 right arrow
Form 990-PF (2023)
Form 990-PF (2023)
Page 5
Part VI-B
Statements Regarding Activities for Which Form 4720 May Be Required
File Form 4720 if any item is checked in the "Yes" column, unless an exception applies.
Yes
No
1a
During the year did the foundation (either directly or indirectly):
(1) Engage in the sale or exchange, or leasing of property with a disqualified person? ...........
1a(1)
 
No
(2) Borrow money from, lend money to, or otherwise extend credit to (or accept it from)
a disqualified person? ..............................
1a(2)
 
No
(3) Furnish goods, services, or facilities to (or accept them from) a disqualified person? ...........
1a(3)
 
No
(4) Pay compensation to, or pay or reimburse the expenses of, a disqualified person? ............
1a(4)
Yes
 
(5) Transfer any income or assets to a disqualified person (or make any of either available
for the benefit or use of a disqualified person)? ......................
1a(5)
 
No
(6) Agree to pay money or property to a government official? (Exception. Check "No"
if the foundation agreed to make a grant to or to employ the official for a period
after termination of government service, if terminating within 90 days.) ...............
1a(6)
 
No
b
If any answer is "Yes" to 1a(1)–(6), did any of the acts fail to qualify under the exceptions described in Regulations
section 53.4941(d)-3 or in a current notice regarding disaster assistance? See instructions ..........
1b
 
No
c
Organizations relying on a current notice regarding disaster assistance check here ........right arrow
d
Did the foundation engage in a prior year in any of the acts described in 1a, other than excepted acts,
that were not corrected before the first day of the tax year beginning in 2023? .............
1d
 
No
2
Taxes on failure to distribute income (section 4942) (does not apply for years the foundation was a private
operating foundation defined in section 4942(j)(3) or 4942(j)(5)):
a
At the end of tax year 2023, did the foundation have any undistributed income (Part XII, lines 6d
and 6e) for tax year(s) beginning before 2023?....................
2a
 
No
If "Yes," list the years right arrow20, 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.
right arrow20, 20, 20, 20
3a
Did the foundation hold more than a 2% direct or indirect interest in any business enterprise at
any time during the year? ..............................
3a
Yes
 
b
If "Yes," did it have excess business holdings in 2023 as a result of (1) any purchase by the foundation
or disqualified persons after May 26, 1969; (2) the lapse of the 5-year period (or longer period approved
by the Commissioner under section 4943(c)(7)) to dispose of holdings acquired by gift or bequest; or (3)
the lapse of the 10-, 15-, or 20-year first phase holding period? (Use Schedule C, Form 4720, to determine
if the foundation had excess business holdings in 2023.) .....................
3b
 
No
4a
Did the foundation invest during the year any amount in a manner that would jeopardize its charitable purposes?
4a
 
No
b
Did the foundation make any investment in a prior year (but after December 31, 1969) that could jeopardize its
charitable purpose that had not been removed from jeopardy before the first day of the tax year beginning in 2023? ..
4b
 
No
Form 990-PF (2023)
Form 990-PF (2023)
Page 6
Part VI-B
Statements Regarding Activities for Which Form 4720 May Be Required (continued)
5a
During the year did the foundation pay or incur any amount to:
Yes
No
(1) Carry on propaganda, or otherwise attempt to influence legislation (section 4945(e))? ..........
5a(1)
 
No
(2) Influence the outcome of any specific public election (see section 4955); or to carry
on, directly or indirectly, any voter registration drive? ....................
5a(2)
 
No
(3) Provide a grant to an individual for travel, study, or other similar purposes? .............
5a(3)
 
No
(4) Provide a grant to an organization other than a charitable, etc., organization described
in section 4945(d)(4)(A)? See instructions ........................
5a(4)
 
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? .............
5a(5)
 
No
b
If any answer is "Yes" to 5a(1)–(5), did any of the transactions fail to qualify under the exceptions described in
Regulations section 53.4945 or in a current notice regarding disaster assistance? See instructions ........
5b
 
No
c
Organizations relying on a current notice regarding disaster assistance check .........right arrow
d
If the answer is "Yes" to question 5a(4), does the foundation claim exemption from the
tax because it maintained expenditure responsibility for the grant? .................
5d
 
 
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? .............................
6a
 
No
b
Did the foundation, during the year, pay premiums, directly or indirectly, on a personal benefit contract? ....
6b
 
No
If "Yes" to 6b, file Form 8870.
7a
At any time during the tax year, was the foundation a party to a prohibited tax shelter transaction?
7a
 
No
b
If "Yes", did the foundation receive any proceeds or have any net income attributable to the transaction? .....
7b
 
 
8
Is the foundation subject to the section 4960 tax on payment(s) of more than $1,000,000 in remuneration or
excess parachute payment during the year? .........................
8
 
No
Part VII
Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
and Contractors
1 List all officers, directors, trustees, foundation managers and their compensation. See instructions
(a) Name and address (b) Title, and average
hours per week
devoted to position 		(c) Compensation
 (If not paid, enter
-0-) 		(d) Contributions to employee benefit plans and deferred compensation (e) Expense account,
other allowances
CARLA M ROMERO EXECUTIVE DIRECTOR
40.00 		153,307 44,485 0
345 EAST ALAMEDA STREET
SANTA FE,NM875012229
SUSAN M LOSINGER BOARD CHAIR
5.00 		0 0 0
345 EAST ALAMEDA STREET
SANTA FE,NM875012229
MICHELLE MCCUNE VICE CHAIR
5.00 		0 0 0
345 EAST ALAMEDA STREET
SANTA FE,NM875012229
AARON CATHEY DIRECTOR
2.00 		0 0 0
345 EAST ALAMEDA STREET
SANTA FE,NM875012229
DAVID M EDWARDS DIRECTOR
5.00 		0 0 0
345 EAST ALAMEDA STREET
SANTA FE,NM875012229
JAMES M EDWARDS DIRECTOR
2.00 		0 0 0
345 EAST ALAMEDA STREET
SANTA FE,NM875012229
JOHN R LOSINGER DIRECTOR
2.00 		0 0 0
345 EAST ALAMEDA STREET
SANTA FE,NM875012229
JOHN M EDWARDS DIRECTOR
5.00 		0 0 0
345 EAST ALAMEDA STREET
SANTA FE,NM875012229
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
HENRY RAEL DIRECTOR OF STRATEGY
40.00 		91,303 41,407 0
345 EAST ALAMEDA STREET
SANTA FE,NM875012229
ALLISON OWENS-HAGERMAN DIRECTOR OF LEARNING
40.00 		96,773 27,325 0
345 EAST ALAMEDA STREET
SANTA FE,NM875012229
ERNESTO TORRES DIRECTOR OF GRANTMAK
40.00 		86,580 15,322 0
345 EAST ALAMEDA STREET
SANTA FE,NM875012229
Total number of other employees paid over $50,000...................right arrow 0
Form 990-PF (2023)
Form 990-PF (2023)
Page 7
Part VII
Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
and Contractors (continued)
3 Five highest-paid independent contractors for professional services (see instructions). If none, enter "NONE".
(a) Name and address of each person paid more than $50,000 (b) Type of service (c) Compensation
CAMBRIDGE ASSOCIATES LLC INVESTMENT ADVISORS 175,000
PO BOX 412015
BOSTON,MA022412015
MOSS ADAMS LLP AUDIT/TAX SERVICES 89,074
999 THIRD AVENUE SUITE 2800
SEATTLE,WA98104
SINGLE SPACE STRATEGIES LLC HDIC ECONOMIC IMPACT ANALYSIS 54,458
7200 CONSTITUTION AVE NE
ALBUQUERQUE,NM87110
Total number of others receiving over $50,000 for professional services.............right arrow0
Part VIII-A
Summary of Direct Charitable Activities
List the foundation’s four largest direct charitable activities during the tax year. Include relevant statistical information such as the number of organizations and other beneficiaries served, conferences convened, research papers produced, etc. Expenses
1  
2  
3  
4  
Part VIII-B
Summary of Program-Related Investments (see instructions)
Describe the two largest program-related investments made by the foundation during the tax year on lines 1 and 2. Amount
1  
2  
All other program-related investments. See instructions.
3  
Total. Add lines 1 through 3.........................right arrow0
Form 990-PF (2023)
Form 990-PF (2023)
Page 8
Part IX
Minimum Investment Return (All domestic foundations must complete this part. Foreign foundations, see instructions.)
1
Fair market value of assets not used (or held for use) directly in carrying out charitable, etc.,
purposes:
a
Average monthly fair market value of securities...................
1a
51,295,046
b
Average of monthly cash balances.......................
1b
2,284,470
c
Fair market value of all other assets (see instructions)................
1c
32,711,755
d
Total (add lines 1a, b, and c).........................
1d
86,291,271
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
86,291,271
4
Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
instructions) .............................
4
1,294,369
5
Net value of noncharitable-use assets. Subtract line 4 from line 3. ............
5
84,996,902
6
Minimum investment return. Enter 5% (0.05) of line 5................
6
4,249,845
Part X
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 IX, line 6..................
1
4,249,845
2a
Tax on investment income for 2022 from Part V, line 5.......
2a
40,698
b
Income tax for 2022. (This does not include the tax from Part V.) ...
2b
30,995
c
Add lines 2a and 2b............................
2c
71,693
3
Distributable amount before adjustments. Subtract line 2c from line 1............
3
4,178,152
4
Recoveries of amounts treated as qualifying distributions................
4
0
5
Add lines 3 and 4............................
5
4,178,152
6
Deduction from distributable amount (see instructions).................
6
0
7
Distributable amount as adjusted. Subtract line 6 from line 5. Enter here and on Part XII, line 1 ...
7
4,178,152
Part XI
Qualifying Distributions (see instructions)
1
Amounts paid (including administrative expenses) to accomplish charitable, etc., purposes:
a
Expenses, contributions, gifts, etc.—total from Part I, column (d), line 26 ..........
1a
4,308,018
b
Program-related investments—total from Part VIII-B..................
1b
0
2
Amounts paid to acquire assets used (or held for use) directly in carrying out charitable, etc.,
purposes...............................
2
 
3
Amounts set aside for specific charitable projects that satisfy the:
a
Suitability test (prior IRS approval required)....................
3a
 
b
Cash distribution test (attach the required schedule) .................
3b
 
4
Qualifying distributions. Add lines 1a through 3b. Enter here and on Part XII, line 4. .......
4
4,308,018
Form 990-PF (2023)
Form 990-PF (2023)
Page 9
Part XII
Undistributed Income (see instructions)
(a)
Corpus 		(b)
Years prior to 2022 		(c)
2022 		(d)
2023
1 Distributable amount for 2023 from Part X, line 7 4,178,152
2 Undistributed income, if any, as of the end of 2022:
a Enter amount for 2022 only....... 0
b Total for prior years:20 , 20, 20 0
3 Excess distributions carryover, if any, to 2022:
a From 2018...... 580,108
b From 2019...... 552,938
c From 2020...... 1,330,440
d From 2021......  
e From 2022...... 394,171
f Total of lines 3a through e ........ 2,857,657
4Qualifying distributions for 2023 from Part
XI, line 4: right arrow$ 4,308,018
a Applied to 2022, but not more than line 2a 0
b Applied to undistributed income of prior years
(Election required—see instructions)..... 		0
c Treated as distributions out of corpus (Election
required—see instructions)........ 		0
d Applied to 2023 distributable amount..... 4,178,152
e Remaining amount distributed out of corpus 129,866
5 Excess distributions carryover applied to 2023. 0 0
(If an amount appears in column (d), the
same amount must be shown in column (a).)
6Enter the net total of each column as
indicated below:
a Corpus. Add lines 3f, 4c, and 4e. Subtract line 5 2,987,523
b Prior years’ undistributed income. Subtract
line 4b from line 2b .......... 		0
c Enter the amount of prior years’ undistributed
income for which a notice of deficiency has
been issued, or on which the section 4942(a)
tax has been previously assessed...... 		0
d Subtract line 6c from line 6b. Taxable amount
—see instructions ........... 		0
e Undistributed income for 2022. Subtract line
4a from line 2a. Taxable amount—see
instructions ............. 		0
f Undistributed income for 2023. Subtract
lines 4d and 5 from line 1. This amount must
be distributed in 2024 .......... 		0
7 Amounts treated as distributions out of
corpus to satisfy requirements imposed by
section 170(b)(1)(F) or 4942(g)(3) (Election may
be required - see instructions) ....... 		0
8 Excess distributions carryover from 2018 not
applied on line 5 or line 7 (see instructions) ... 		580,108
9 Excess distributions carryover to 2024.
Subtract lines 7 and 8 from line 6a ...... 		2,407,415
10 Analysis of line 9:
a Excess from 2019.... 552,938
b Excess from 2020.... 1,330,440
c Excess from 2021....  
d Excess from 2022.... 394,171
e Excess from 2023.... 129,866
Form 990-PF (2023)
Form 990-PF (2023)
Page 10
Part XIII
Private Operating Foundations (see instructions and Part VI-A, question 9)
1a If the foundation has received a ruling or determination letter that it is a private operating
foundation, and the ruling is effective for 2023, enter the date of the ruling ...... right arrow
 
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 IX for each
year listed .......... 		Tax year Prior 3 years (e) Total
(a) 2023 (b) 2022 (c) 2021 (d) 2020
         
b 85% (0.85) of line 2a .........          
c Qualifying distributions from Part XI,
line 4 for each year listed ..... 		         
d Amounts included in line 2c not used directly
for active conduct of exempt activities .......... 		         
e Qualifying distributions made directly
for active conduct of exempt activities.
Subtract line 2d from line 2c .... 		         
3 Complete 3a, b, or c for the
alternative test relied upon:
a “Assets" alternative test—enter:
(1) Value of all assets ......          
(2) Value of assets qualifying
under section 4942(j)(3)(B)(i)		          
b “Endowment" alternative test— enter 2/3
of minimum investment return shown in
Part IX, line 6 for each year listed .. 		         
c “Support" alternative test—enter:
(1) Total support other than gross
investment income (interest,
dividends, rents, payments
on securities loans (section
512(a)(5)), or royalties) .... 		         
(2) Support from general public
and 5 or more exempt
organizations as provided in
section 4942(j)(3)(B)(iii).... 		         
(3) Largest amount of support
from an exempt organization		          
(4) Gross investment income          
Part XIV
Supplementary Information (Complete this part only if the foundation had $5,000 or more in
assets at any time during the year—see instructions.)
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 right arrow
aThe name, address, and telephone number or e-mail address of the person to whom applications should be addressed:
ERNESTO TORRES
345 E ALAMEDA ST
SANTA FE,NM87501
(505) 983-8300
GRANTS@NMMCCUNE.ORG
bThe form in which applications should be submitted and information and materials they should include:
SEE STATEMENTS
cAny submission deadlines:
SEE STATEMENTS
dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
factors:
SEE STATEMENTS
Form 990-PF (2023)
Form 990-PF (2023)
Page 11
Part XIV
Supplementary Information (continued)
3 Grants and Contributions Paid During the Year or Approved for Future Payment
Recipient If recipient is an individual,
show any relationship to
any foundation manager
or substantial contributor
 Foundation
status of
recipient 		Purpose of grant or
contribution 		Amount
Name and address (home or business)
aPaid during the year

501(C)PA

3900 OSUNA RD NE STE 260
ALBUQUERQUE,NM87109 		  PC GENERAL OPERATING SUPPORT 25,000

ALBUQUERQUE COMMUNITY FDN FISCAL SPONSOR FOR INTL DISTRICT ECONOMIC DEV

PO BOX 25266
ALBUQUERQUE,NM871250266 		  PC GENERAL OPERATING SUPPORT 25,000

ALBUQUERQUE COMMUNITY FOUNDATION FISCAL SPONSOR FOR HEALTHY NEIGHBORHOODS A

PO BOX 25266
ALBUQUERQUE,NM871250266 		  PC GENERAL OPERATING SUPPORT (GRANT WRITING) 5,000

ALBUQUERQUE COMMUNITY FOUNDATION FISCAL SPONSOR FOR NEW MEXICO FUNDERS COLL

PO BOX 25266
ALBUQUERQUE,NM87125 		  PC GENERAL OPERATING SUPPORT [EDUCATE2ELEVATE GRANT (POOLED FUND)] 5,000

ALMA (APPRENTICESHIPS FOR LEADERS IN MOSAIC ARTS)

PO BOX 12885
ALBUQUERQUE,NM87195 		  PC GENERAL OPERATING SUPPORT 25,000

AMIGOS BRAVOS

PO BOX 238
TAOS,NM87571 		  PC GENERAL OPERATING SUPPORT 10,000

ANIMAL PROTECTION OF NEW MEXICO INC

PO BOX 11395
ALBUQUERQUE,NM87192 		  PC GENERAL OPERATING SUPPORT (EQUINE PROTECTION RAMAH NAVAJO CHAPTER & EMERGENCY FEED ASSISTANCE) 10,000

ANIMAL SERVICES CENTER OF THE MESILLA VALLEY

3551 BATAAN MEMORIAL WEST
LAS CRUCES,NM88012 		  GOV GENERAL OPERATING SUPPORT (SPONSORSHIP OF 250 MICROCHIPS AT LOW-COST PUBLIC PET VAX/CHIP CLINIC) 2,500

ASSET FUNDERS NETWORK NEW MEXICO AFN

2045 W GRAND AVE STE B 50387
CHICAGO,IL606121577 		  PC GENERAL OPERATING SUPPORT (NEW MEXICO AFN 2023 SUPPORT) 10,000

ATD FOURTH WORLD MOVEMENT

PO BOX 1787
GALLUP,NM87305 		  PC GENERAL OPERATING SUPPORT 25,000

BARELAS COMMUNITY COALITION

1309 4TH STREET SW SUITE B
ALBUQUERQUE,NM87102 		  PC GENERAL OPERATING SUPPORT 10,000

BAYARD PUBLIC LIBRARY

PO BOX 728
BAYARD,NM88023 		  GOV GENERAL OPERATING SUPPORT (LIBRARY PARK) 3,000

BEN INITIATIVE FISCAL SPONSOR FOR BIDII BABY FOODS LLC

3624 ZIA DR
GALLUP,NM87301 		  PC GENERAL OPERATING SUPPORT (INDIGENOUS FARM TO EARLY CHILDHOOD FOOD SECURITY) 25,000

CANONES EARLY CHILDHOOD CENTER

PO BOX 55
CANONES,NM87516 		  PC GENERAL OPERATING SUPPORT (PROJECT LITERACY OUTREACH!) 10,000

CAVU

518 OLD SANTA FE TRAIL STE 1-405
SANTA FE,NM87505 		  PC GENERAL OPERATING SUPPORT (CLIMATE INNOVATION CHALLENGE INDIGENOUS STUDENT ENGAGEMENT) 3,000

CENTER FOR SOCIAL SUSTAINABLE SYSTEMS

211 10TH ST SW
ALBUQUERQUE,NM87192 		  PC GENERAL OPERATING SUPPORT 10,000

CENTER OF SOUTHWEST CULTURE INC FISCAL SPONSOR FOR PUEBLO RESURGENTS

505 MARQUETTE AVE NW STE 1610
ALBUQUERQUE,NM871022158 		  PC GENERAL OPERATING SUPPORT (MAINTAINING CORE PROGRAMS) 25,000

CENTER OF SOUTHWEST CULTURE FISCAL SPONSOR FOR COOP DEV CENTER (CODECE)

505 MARQUETTE AVE NW STE 1610
ALBUQUERQUE,NM871022158 		  PC GENERAL OPERATING SUPPORT (CORE PROGRAMS, ESSENTIAL STAFF, SUPPLIES, ADMINISTRATION, TRAVEL) 10,000

CENTER OF SOUTHWEST CULTURE INC

505 MARQUETTE AVE NW STE 1610
ALBUQUERQUE,NM871022158 		  PC GENERAL OPERATING SUPPORT (SERVICE TO NON-PROFIT SECTOR & NON-PROFIT LEADERSHIP TRAINING) 10,000

CHAINBREAKER COLLECTIVE

1519 5TH ST
SANTA FE,NM87505 		  PC GENERAL OPERATING SUPPORT (MAINTAINING CORE PROGRAMS) 25,000

CHILDREN'S READING ALLIANCE

3880 FOOTHILLS RD
LAS CRUCES,NM88011 		  PC GENERAL OPERATING SUPPORT (STRENGTHENING ORGANIZATIONAL CAPACITY) 3,000

COLORADO PLATEAU FOUNDATION

113 E BIRCH AVENUE
FLAGSTAFF,AZ86001 		  PC GENERAL OPERATING SUPPORT 25,000

COMMUNITY LEARNING NETWORK

PO BOX 33423
SANTA FE,NM87594 		  PC GENERAL OPERATING SUPPORT (DIVERSITY AND EQUITY IN STEAM EDUCATION AND CAREER PATHWAYS) 25,000

COMPOSTELA COMMUNITY & FAMILY CULTURAL INSTITUTE

PO BOX 807
ARROYO SECO,NM87514 		  PC GENERAL OPERATING SUPPORT (INCREASED COMMUNITY CAPACITY VIA CHW TRAINING, ACCREDITATION & SUPPORT) 25,000

CONSERVATION LEGACY

701 CAMINO DEL RIO SUITE 101
DURANGO,CO81301 		  PC GENERAL OPERATING SUPPORT (MAINTAINING CORE PROGRAMS AND ESSENTIAL STAFF) 25,000

CORNERSTONES COMMUNITY PARTNERSHIPS

PO BOX 2341
SANTA FE,NM875042341 		  PC GENERAL OPERATING SUPPORT (ADOBE DOWNTOWN) 2,500

COTTONWOOD GULCH EXPEDITIONS

9223 4TH ST NW
ALBUQUERQUE,NM87114 		  PC GENERAL OPERATING SUPPORT (NEW OUTDOOR PROGRAMS WITH ALBUQUERQUE PUBLIC SCHOOLS) 25,000

CRUCES CREATIVES

205 E LOHMAN AVENUE
LAS CRUCES,NM88001 		  PC GENERAL OPERATING SUPPORT (SEEDING REGENERATIVE AGRICULTURE) 25,000

CUIDANDO LOS NINOS

PO BOX 12786
ALBUQUERQUE,NM87195 		  PC GENERAL OPERATING SUPPORT (EARLY CHILDHOOD DEVELOPMENT AND EQUITABLE SYSTEMS) 25,000

DARK CIRCLES CONTEMPORARY DANCE

3836 CASPIAN RD
LAS CRUCES,NM88012 		  PC GENERAL OPERATING SUPPORT (ARTS LAB DESERT PEAKS 2023) 2,500

DUAL LANGUAGE EDUCATION OF NEW MEXICO

PO BOX 91508
ALBUQUERQUE,NM87199 		  PC GENERAL OPERATING SUPPORT (CULTURALLY & LINGUISTICALLY RESPONSIVE INSTRUCTION FOR NMS CHILDREN) 25,000

EL CENTRO DE IGUALDAD Y DERECHOS

714 4TH ST SW
ALBUQUERQUE,NM87102 		  PC GENERAL OPERATING SUPPORT (ADMINISTRATIVE INFRASTRUCTURE & MAINTAINING CORE PROGRAMS) 25,000

EMBUDO VALLEY LIBRARY AND COMMUNITY CENTER

PO BOX 310
DIXON,NM87527 		  PC GENERAL OPERATING SUPPORT (MAINTAINING STAFF AND PROGRAMS, ADVANCING DEI AND CLIMATE ADAPTATION) 25,000

ENVIRONMENTAL EDUCATION ASSOCIATION OF NEW MEXICO

PO BOX 36958
ALBUQUERQUE,NM871766958 		  PC GENERAL OPERATING SUPPORT (MAINTAINING CORE PROGRAMS AND ESSENTIAL STAFF) 10,000

ESPANOLA PUBLIC SCHOOLS

405 HUNTER STREET
ESPANOLA,NM87532 		  GOV GENERAL OPERATING SUPPORT (ESPANOLA HEALTHCARE PATHWAYS PROJECT STRATEGIC PLAN IMPLEMENTATION) 10,000

EXPLORA SCIENCE CENTER & CHILDREN'S MUSEUM OF ALBUQUERQUE

1701 MOUNTAIN RD NW
ALBUQUERQUE,NM87104 		  PC GENERAL OPERATING SUPPORT 25,000

FAMILY CAREGIVER CENTER OF NEW MEXICO

PO BOX 36735
ALBUQUERQUE,NM87176 		  PC GENERAL OPERATING SUPPORT 5,000

FARM TO TABLE FISCAL SPONSOR FOR ESPANOLA FARMERS MKT EDUC & CULTURAL ASSN

518 OLD SANTA FE TRAIL SUITE 1 BOX
171
SANTA FE,NM87505 		  PC GENERAL OPERATING SUPPORT 3,000

FIRST NATIONS DEVELOPMENT INSTITUTE FISCAL SPONSOR FOR ATTACH YOUR HEART FO

2432 MAIN STREET 2ND FLOOR
LONGMONT,CO80501 		  PC GENERAL OPERATING SUPPORT (HEART AWARDS) 5,000

FLAMENCO WORKS INC

506 CENTRAL AVE SW
ALBUQUERQUE,NM87102 		  PC GENERAL OPERATING SUPPORT 10,000

FRIENDS OF THE ORPHAN SIGNS

922 ARNO STREET SE
ALBUQUERQUE,NM87102 		  PC GENERAL OPERATING SUPPORT 10,000

FUNDAMENTAL NEEDS

77 WEST MAIN STREET STE B
CORTEZ,CO81321 		  PC GENERAL OPERATING SUPPORT (LAUNCHING OASIS PROJECT IN SHIPROCK/FARMINGTON NM AREA) 5,000

FUSION

700 1ST ST NW
ALBUQUERQUE,NM87102 		  PC GENERAL OPERATING SUPPORT 25,000

FUTURE FOCUSED EDUCATION

C/O FATPIPE ABQ 200 BROADWAY NE
ALBUQUERQUE,NM87102 		  PC GENERAL OPERATING SUPPORT (EDUCATION TRANSFORMATION) 25,000

FUTURE FOCUSED EDUCATION

C/O FATPIPE ABQ 200 BROADWAY NE
ALBUQUERQUE,NM87102 		  PC GENERAL OPERATING SUPPORT (DEL NORTE HIGH SCHOOL CAPSTONE PROJECT) 25,000

GALLINA RESEARCH INSTITUTE FOR INDIGENOUS TECHNOLOGY

3225 PALOMAS DR NE
ALBUQUERQUE,NM87110 		  PC GENERAL OPERATING SUPPORT (STRATEGIC PLANNING, BUILDING PARTNERSHIPS, FUNDING PILOT PROJECTS) 10,000

GILA RESOURCES INFORMATION PROJECT

305A NORTH COOPER STREET
SILVER CITY,NM88061 		  PC GENERAL OPERATING SUPPORT (MAINTAINING CORE PROGRAMS AND ESSENTIAL STAFF) 10,000

GLOBAL GIVE-A-BOOK INC

5009 LARCHMONT DR
ALBUQUERQUE,NM87111 		  PC GENERAL OPERATING SUPPORT (EXPANSION OF CHILDREN'S PRE-LITERACY PROGRAM) 3,000

GRANT COUNTY COMMUNITY FOUNDATION FISCAL SPONSOR FOR GIVE GRANDLY COALITION

PO BOX 1767
SILVER CITY,NM88062 		  PC GENERAL OPERATING SUPPORT 3,000

GRANT COUNTY COMMUNITY FOUNDATION

PO BOX 1767
SILVER CITY,NM88062 		  PC GENERAL OPERATING SUPPORT (NONPROFIT CAPACITY BUILDING) 4,000

GROUNDWORKS NEW MEXICO

PO BOX 70126
ALBUQUERQUE,NM87197 		  PC GENERAL OPERATING SUPPORT (CAPACITY BUILDING AND SHARED COLLABORATION STRUCTURES) 25,000

HELPING PAWS ACROSS BORDERS

16 CHAMISA RD
PLACITAS,NM87043 		  PC GENERAL OPERATING SUPPORT (MEDICAL EQUIPMENT) 3,500

HERMIT'S PEAK WATERSHED ALLIANCE

289 COUNTY ROAD A2
SAPELLO,NM87745 		  PC GENERAL OPERATING SUPPORT (HOPE THROUGH RECOVERY: A COLLABORATION FOR POST FIRE RECOVERY) 25,000

HISTORIC MORA VALLEY FOUNDATION

PO BOX 287
CLEVELAND,NM87715 		  PC GENERAL OPERATING SUPPORT 5,000

HOMEWISE INC

1301 SILER RD BLDG D
SANTA FE,NM87507 		  PC GENERAL OPERATING SUPPORT (NEEDED CHILD-CARE CENTER IN THE BARELAS NEIGHBORHOOD) 25,000

HOPEWORKS

PO BOX 27258
ALBUQUERQUE,NM87125 		  PC GENERAL OPERATING SUPPORT (COALITION-BUILDING BEYOND HOMELESS SERVICE PROVIDERS) 20,000

INDIGENOUSWAYS

PO BOX 4073
SANTA FE,NM87502 		  PC GENERAL OPERATING SUPPORT (INDIGENOUS WAYS FESTIVAL RETURNS) 25,000

INTERSECTION FOR THE ARTS FISCAL SPONSOR FOR DANCING EARTH CREATIONS

1446 MARKET STREET
SAN FRANCISCO,CA94102 		  PC GENERAL OPERATING SUPPORT (NM EMERGING ARTIST LEADERSHIP MENTORSHIP PROGRAM) 5,000

JUSTICE ACCESS SUPPORT AND SOLUTIONS FOR HEALTH DBA CASA DE SALUD

1608 ISLETA BLVD SW
ALBUQUERQUE,NM871054634 		  PC GENERAL OPERATING SUPPORT (STRENGTHENING ORGANIZATIONAL CAPACITY AND MAINTAINING CORE PROGRAMS) 25,000

KERES CHILDREN'S LEARNING CENTER

PO BOX 113
COCHITI PUEBLO,NM87072 		  PC GENERAL OPERATING SUPPORT 25,000

KESHET DANCE COMPANY

4121 CUTLER AVE NE
ALBUQUERQUE,NM87110 		  PC GENERAL OPERATING SUPPORT (KESHET ARTS AND JUSTICE INITIATIVES) 60,000

KIDS SCIENCE CAFE

PO BOX 1083 11135 HWY 60 WEST
MAGDALENA,NM87825 		  PC GENERAL OPERATING SUPPORT (ADDING PHOTOGRAPHY TO EXISTING ARTESIAN-BASED CAPABILITIES) 2,500

KOAHNIC BROADCAST CORPORATION

3600 SAN JERONIMO DR SUITE 480
ANCHORAGE,AK99508 		  PC GENERAL OPERATING SUPPORT (NATIVE HEALTH, WELLNESS & EQUITY NEWS & PUBLIC AFFAIRS PROGRAMMING) 5,000

LA ACADEMIA DOLORES HUERTA

400 W BELL AVE
LAS CRUCES,NM88005 		  GOV GENERAL OPERATING SUPPORT (TEACHER COMP, TOOLS/MATERIALS FOR GARDEN/MAKERS SPACE, EVENT SUPPLIES) 25,000

LA PLAZA DE ENCUENTRO GATHERING PLACE

907 4TH STREET SW
ALBUQUERQUE,NM87102 		  PC GENERAL OPERATING SUPPORT (STRENGTHEN LATINX IMMIGRANT FRONTLINE WORKFORCE FOR CENTRAL NM SENIORS) 25,000

LA SEMILLA FOOD CENTER

PO BOX 2579
ANTHONY,NM88021 		  PC GENERAL OPERATING SUPPORT (INVESTING IN FARMERS) 60,000

LAB LEARNING AND ACTION BUFFET

416 W GRIGGS AVE
LAS CRUCES,NM88005 		  PC GENERAL OPERATING SUPPORT (STAFF AND CORE PROGRAMS) 10,000

LAS CRUCES COMMUNITY RADIO

121 WYATT DR 9
LAS CRUCES,NM88005 		  PC GENERAL OPERATING SUPPORT (KTAL BOARD RECRUITMENT) 2,500

LAS CUMBRES COMMUNITY SERVICES INC

102 N CORONADO AVE
ESPANOLA,NM87532 		  PC GENERAL OPERATING SUPPORT (CONJUNTO PRESCHOOL) 25,000

LITTLEGLOBE PRODUCTIONS INC

PO BOX 24213
SANTA FE,NM87502 		  PC GENERAL OPERATING SUPPORT 25,000

LOS ALAMOS NATIONAL LABORATORY FOUNDATION

1112 PLAZA DEL NORTE
ESPANOLA,NM87532 		  PC GENERAL OPERATING SUPPORT (COLLABORATIVE INVESTMENTS FOR YOUTH/YOUNG ADULT SUCCESS IN NORTHERN NM) 15,000

LOS ALAMOS NATIONAL LABORATORY FOUNDATION

1112 PLAZA DEL NORTE
ESPANOLA,NM87532 		  PC GENERAL OPERATING SUPPORT (COMMUNITY RESILIENCE THROUGH COLLABORATION) 25,000

LOS NINOS DEL TEATROTAOS CHILDREN'S THEATRE

PO BOX 1653
RANCHOS DE TAOS,NM87557 		  PC GENERAL OPERATING SUPPORT (TO ASSIST IN MAINTAINING CORE PROGRAMS AND ESSENTIAL STAFF) 3,000

MASS DESIGN GROUP - SANTA FE

1 CHANDLER STREET
BOSTON,MA02116 		  PC GENERAL OPERATING SUPPORT (ABQ URBAN INDIAN HOUSING PROJECT) 10,000

MEN-THOR PROGRAM

34A PADILLA ROAD
BELEN,NM87002 		  PC GENERAL OPERATING SUPPORT (MAINTAINING CORE PROGRAMS AND ESSENTIAL STAFF) 4,000

MESA PRIETA PETROGLYPH PROJECT

PO BOX 407
VELARDE,NM875820407 		  PC GENERAL OPERATING SUPPORT (2023 SUMMER YOUTH INTERNSHIP PROGRAM) 3,000

MILLICENT ROGERS MUSEUM

PO BOX 1210
TAOS,NM875711210 		  PC GENERAL OPERATING SUPPORT (STRENGTHENING COMMUNITY DIALOGUE AND EQUITY THROUGH ARTS CO-CREATION) 10,000

MOVING ARTS ESPANOLA

PO BOX 505
VELARDE,NM87582 		  PC GENERAL OPERATING SUPPORT 25,000

NACA INSPIRED SCHOOLS NETWORK

924 PARK AVE SW SUITE C
ALBUQUERQUE,NM87102 		  PC GENERAL OPERATING SUPPORT (EDUCATION TRANSFORMATION & EXPANDING ACCESS TO EQUITABLE EDUCATION) 25,000

NATIONAL HISPANIC CULTURAL CENTER FOUNDATION

1701 4TH STREET SW
ALBUQUERQUE,NM87102 		  PC GENERAL OPERATING SUPPORT (CENTERING COMMUNITY VOICES AT NHCC ART MUSEUM) 25,000

NATIONAL INDIAN YOUTH LEADERSHIP DEVELOPMENT PROJECT INC

13701 SKYLINE RD NE SUITE B
ALBUQUERQUE,NM871232327 		  PC GENERAL OPERATING SUPPORT (GARDENING PROJECT VENTURE) 10,000

NATIONAL INSTITUTE OF FLAMENCO

1771 BELLAMAH AVE NW SUITE A
ALBUQUERQUE,NM87104 		  PC GENERAL OPERATING SUPPORT 25,000

NATIONAL PARKS CONSERVATION ASSOCIATION (NPCA)

777 6TH STREET NW SUITE 700
WASHINGTON,DC20001 		  PC GENERAL OPERATING SUPPORT (FOCUS ON PROTECTING THE CHACO LANDSCAPE THROUGH TRIBAL LEADERSHIP) 25,000

NATIONAL WILDLIFE FEDERATION

11100 WILDLIFE CENTER DRIVE
RESTON,VA20190 		  PC GENERAL OPERATING SUPPORT (ADVANCING PROTECTIONS FOR PUBLIC LANDS & WATER IN NM) 25,000

NEW MEXICO BLACK LEADERSHIP COUNCIL

1314 MADEIRA DR SE
ALBUQUERQUE,NM87108 		  PC GENERAL OPERATING SUPPORT 25,000

NEW MEXICO CENTER ON LAW AND POVERTY

301 EDITH BLVD NE
ALBUQUERQUE,NM87102 		  PC GENERAL OPERATING SUPPORT (SYSTEMIC ADVOCACY FOR EQUITY, OPPORTUNITY AND ECONOMIC JUSTICE) 60,000

NEW MEXICO COMMUNITY CAPITAL FISCAL SPONSOR FOR THE SEMILLA PROJECT

301 GOLD AVE SW SUITE 102
ALBUQUERQUE,NM87102 		  PC GENERAL OPERATING SUPPORT 25,000

NEW MEXICO ENVIRONMENTAL LAW CENTER

PO BOX 12931
ALBUQUERQUE,NM87195 		  PC GENERAL OPERATING SUPPORT (ADVANCING ENVIRONMENTAL JUSTICE IN NEW MEXICO) 25,000

NEW MEXICO FOUNDATION FISCAL SPONSOR FOR ARTS HUB

8 CALLE MEDICO
SANTA FE,NM87505 		  PC GENERAL OPERATING SUPPORT (ARTS-BASED COMMUNITY BUILDING) 25,000

NEW MEXICO FOUNDATION FISCAL SPONSOR FOR BERNALILLO COMMUNITY MUSEUM

8 CALLE MEDICO
SANTA FE,NM87505 		  PC GENERAL OPERATING SUPPORT (STRENGTHENING ORGANIZATIONAL CAPACITY FOR ENHANCED WORKFORCE TRAINING) 10,000

NEW MEXICO FOUNDATION FISCAL SPONSOR FOR COMMUNITIES FOR CLEAN WATER

8 CALLE MEDICO
SANTA FE,NM87505 		  PC GENERAL OPERATING SUPPORT 10,000

NEW MEXICO FOUNDATION FISCAL SPONSOR FOR GENERATION JUSTICE

8 CALLE MEDICO
SANTA FE,NM87505 		  PC GENERAL OPERATING SUPPORT (INTERCULTURAL PRACTICES THROUGH INTERGENERATIONAL RELATIONSHIPS) 25,000

NEW MEXICO FOUNDATION FISCAL SPONSOR FOR HIGH DESERT PLAYBACK

8 CALLE MEDICO
SANTA FE,NM87505 		  PC GENERAL OPERATING SUPPORT 2,500

NEW MEXICO FOUNDATION FISCAL SPONSOR FOR NATIVE AMERICAN RECOVERY FUND ZONE

8 CALLE MEDICO
SANTA FE,NM87505 		  PC GENERAL OPERATING SUPPORT ($500,000, 5 GRANTS; $85,000, NARF PROGRAM ADMIN.; $65,000, 10% FEE) 650,000

NEW MEXICO FOUNDATION FISCAL SPONSOR FOR NEW MEXICO MINING ACT NETWORK

8 CALLE MEDICO
SANTA FE,NM87505 		  PC GENERAL OPERATING SUPPORT 10,000

NEW MEXICO FOUNDATION FISCAL SPONSOR FOR NEW MEXICO OUT-OF-SCHOOL TIME NETW

8 CALLE MEDICO
SANTA FE,NM87505 		  PC GENERAL OPERATING SUPPORT 25,000

NEW MEXICO FOUNDATION FISCAL SPONSOR FOR NEW MEXICO SOCIAL JUSTICE AND EQUI

8 CALLE MEDICO
SANTA FE,NM87505 		  PC GENERAL OPERATING SUPPORT (BRIDGING THE CONVERSATION TOWARDS ABUNDANCE-WEALTH BUILDING) 5,000

NEW MEXICO FOUNDATION FISCAL SPONSOR FOR SANTA FE INDIGENOUS CENTER

8 CALLE MEDICO
SANTA FE,NM87505 		  PC GENERAL OPERATING SUPPORT (MAKING OUR VOICES HEARD THROUGH DIGITAL FILM) 5,000

NEW MEXICO FRIENDS OF FOSTER CHILDREN

PO BOX 25365
ALBUQUERQUE,NM87125 		  PC GENERAL OPERATING (STAFF RESEARCH, PROGRAM DEVELOPMENT, POTENTIALLY PROVIDE INITIAL LAUNCH FUNDING) 5,000

NEW MEXICO HOLOCAUST MUSEUM AND GELLERT CENTER FOR EDUCATION

PO BOX 1762
ALBUQUERQUE,NM871031762 		  PC GENERAL OPERATING SUPPORT (MAINTAIN CORE PROGRAMS AND ESSENTIAL STAFF) 10,000

NEW MEXICO INTERFAITH POWER AND LIGHT

PO BOX 27162
ALBUQUERQUE,NM87125 		  PC GENERAL OPERATING SUPPORT (OUTREACH IN SOUTHERN NM AND RURAL AREAS, AND MAINTAINING CORE PROGRAMS) 25,000

NEW MEXICO RESILIENCY ALLIANCE

5320 SAN MATEO BLVD NE APT E67
ALBUQUERQUE,NM87109 		  PC GENERAL OPERATING SUPPORT (RESILIENT COMMUNITIES FUND PROJECTS) 25,000

NEW MEXICO VOICES FOR CHILDREN

625 SILVER AVE SW SUITE 195
ALBUQUERQUE,NM87102 		  PC GENERAL OPERATING SUPPORT (PROGRAMMING, ORGANIZATIONAL EFFECTIVENESS, STAFF CAPACITY DEVELOPMENT) 25,000

NEW MEXICO WILDERNESS ALLIANCE

PO BOX 25464
ALBUQUERQUE,NM87125 		  PC GENERAL OPERATING SUPPORT (WITH A FOCUS ON PROGRAMS IN NORTH-CENTRAL NEW MEXICO) 25,000

NEW MEXICO WILDLIFE FEDERATION

3620 WYOMING BLVD NE STE 222
ALBUQUERQUE,NM87111 		  PC GENERAL OPERATING SUPPORT (EXPANSION OF THE NM NATURE NIOS PROGRAM) 25,000

NGAGE NEW MEXICO

3880 FOOTHILLS RD SUITE A
LAS CRUCES,NM88011 		  PC GENERAL OPERATING SUPPORT (DONA ANA COUNTYS EDUCATION EXPANSION FROM PRENATAL-TO-CAREER) 25,000

NORTH FOURTH ART CENTER

4904 4TH ST NW
ALBUQUERQUE,NM87107 		  PC GENERAL OPERATING SUPPORT (DEVELOPING NM VOICES THROUGH A MULTI-MEDIUM/ MULTIGENERATIONAL APPROACH) 10,000

OLE EDUCATION FUND

411 BELLAMAH NW
ALBUQUERQUE,NM87102 		  PC GENERAL OPERATING SUPPORT 25,000

OPEN COLLECTIVE FOUNDATION FISCAL SPONSOR FOR NEW MEXICO HEALTH EQUITY PART

440 N BARRANCA
COVINA,CA91723 		  PC GENERAL OPERATING SUPPORT (BUILD CAPACITY TO SHIFT POWER RELATIONS IN UNDERREPRESENTED COMMUNITIES) 10,000

OPERA WEST

111 RICARDO ROAD
SANTA FE,NM87501 		  PC GENERAL OPERATING SUPPORT 2,500

PARKLAND VILLAGE

PO BOX 8738
ALBUQUERQUE,NM87198 		  PC GENERAL OPERATING SUPPORT 4,950

PARTNERS IN EDUC FDN FOR SF PUBLIC SCHOOLS FISCAL SPONSOR FOR RIVER SOURCE

PO BOX 23374
SANTA FE,NM87502 		  PC GENERAL OPERATING SUPPORT (TRANSFORMING COMMUNITY EDUCATION) 25,000

PARTNERS IN EDUC FDN FOR SF SCHOOLS FISCAL SPONSOR FOR MATHAMIGOS NO NM

PO BOX 23374
SANTA FE,NM87502 		  PC GENERAL OPERATING SUPPORT ("I SPY MATH IN LITERATURE" SUMMER ACADEMY) 2,500

PARTNERSHIP FOR COMMUNITY ACTION

722 ISLETA BLVD SW SUITE B
ALBUQUERQUE,NM87105 		  PC GENERAL OPERATING SUPPORT 25,000

PARTNERSHIP FOR COMMUNITY ACTION FISCAL SPONSOR FOR MESA VERDE COMMUNITY FA

722 ISLETA BLVD SW SUITE B
ALBUQUERQUE,NM87105 		  PC GENERAL OPERATING SUPPORT 3,000

PARTNERSHIP FOR COMMUNITY ACTION FISCAL SPONSOR FOR TOGETHER FOR BROTHERS

722 ISLETA BLVD SW
ALBUQUERQUE,NM87105 		  PC GENERAL OPERATING SUPPORT (COOKING, DECOLONIZING DIET, FOOD SOVEREIGNTY & SOCIAL ENTERPRISE) 10,000

PARTNERSHIP FOR COMMUNITY ACTION FOR EQUITABLE EVALUATION IN PHILANTHROPY P

722 ISLETA BLVD SW STE B
ALBUQUERQUE,NM87105 		  PC GENERAL OPERATING SUPPORT 30,900

PHILANTHROPY SOUTHWEST

3000 PEGASUS PARK DR STE 706
DALLAS,TX75247 		  PC GENERAL OPERATING SUPPORT (75TH ANNIVERSARY CAMPAIGN) 5,000

PROSPERITY WORKS

909 COPPER AVE NW
ALBUQUERQUE,NM87102 		  PC GENERAL OPERATING SUPPORT 25,000

PUHA HUBIYA

PO BOX 12522
ALBUQUERQUE,NM87195 		  PC GENERAL OPERATING SUPPORT (BUILDING ORGANIZATIONAL CAPACITY, MAINTAINING CORE PROGRAMS) 10,000

QUIVIRA COALITION

2101 WEBSTER STREET SUITE 1
SANTA FE,NM87505 		  PC GENERAL OPERATING SUPPORT (MAINTAINING CORE PROGRAMS AND ESSENTIAL STAFF IN NEW MEXICO) 25,000

R4 CREATING

6391 ROADRUNNER LOOP NE
RIO RANCHO,NM87144 		  PC GENERAL OPERATING SUPPORT (CAREER AND TECH TRAINING CENTER) 3,850

READ WRITE ADULT LITERACY PROGRAM

PO BOX 902
MORIARTY,NM87035 		  PC GENERAL OPERATING SUPPORT (EDUCATION TRANSFORMATION) 5,000

REGENTS OF THE UNIVERSITY OF NEW MEXICO DEPARTMENT OF LINGUISTICS

1700 LOMAS BLVD NE SUITE 2200 MSC01
1247
ALBUQUERQUE,NM871310001 		  GOV COMBATING LINGUISTIC BIAS AND PROMOTING MULTILINGUALISM / MULTICULTURALISM 10,000

REIN DANCE ASSOCIATION INC

26 RD 3450
FLORA VISTA,NM87415 		  PC GENERAL OPERATING SUPPORT ("THE MANE EVENT" SUMMER PROGRAM) 3,000

REUNITY RESOURCES

1000 CORDOVA PLACE 650
SANTA FE,NM87505 		  PC GENERAL OPERATING SUPPORT (FARMER DEVELOPMENT, FOOD HUB & SHARED INFRASTRUCTURE SUPPORT) 25,000

RIO GRANDE AGRICULTURAL LAND TRUST

PO BOX 40043
ALBUQUERQUE,NM87196 		  PC GENERAL OPERATING SUPPORT (FACILITATING EQUITABLE CONSERVATION IN THE MIDDLE RIO GRANDE REGION) 25,000

RIO GRANDE COMMUNITY DEVELOPMENT CORPORATION

318 ISLETA BLVD SW
ALBUQUERQUE,NM871053822 		  PC GENERAL OPERATING SUPPORT (GROWING CORE PROGRAMS) 25,000

RIO GRANDE COMMUNITY DEVELOPMENT CORPORATION FISCAL SPONSOR FOR COLOR THEOR

318 ISLETA BLVD SW
ALBUQUERQUE,NM871053822 		  PC GENERAL OPERATING SUPPORT (COLLABORATIVE ECOSYSTEM CHANGE) 25,000

RIO RANCHO CREATIVE CROSSROADS

5033 WHITE OWL WAY NE
RIO RANCHO,NM87144 		  PC GENERAL OPERATING SUPPORT 5,000

ROBERT F KENNEDY CHARTER SCHOOL

4300 BLAKE RD SW
ALBUQUERQUE,NM87121 		  GOV GENERAL OPERATING SUPPORT (EXPANDING CAREER PATHWAYS, #CLASSES, TIME OF DAY OFFERED TO REACH MORE) 25,000

ROCKY MOUNTAIN YOUTH CORPS

PO BOX 1960
RANCHOS DE TAOS,NM87557 		  PC GENERAL OPERATING SUPPORT 25,000

SAN GABRIEL HISTORICAL SOCIETY

PO BOX 2019
ESPANOLA,NM87532 		  PC GENERAL OPERATING SUPPORT (BOND HOUSE MUSEUM EDUCATIONAL OUTREACH) 2,000

SANTA FE ART INSTITUTE

PO BOX 24044
SANTA FE,NM875024044 		  PC GENERAL OPERATING SUPPORT 10,000

SANTA FE COMMUNITY FOUNDATION FISCAL SPONSOR FOR NEW MEXICO IMPACT INVESTIN

PO BOX 1827
SANTA FE,NM875041827 		  PC GENERAL OPERATING SUPPORT (DEVELOPING NM IMPACT INVESTING & INTEGRATED CAPITAL ORGANIZING CAPACITY) 25,000

SANTA FE COMMUNITY FOUNDATION FISCAL SPONSOR FOR NEW MEXICO LOCAL NEWS FUND

PO BOX 1827
SANTA FE,NM875041827 		  PC GENERAL OPERATING SUPPORT 50,000

SANTA FE COMMUNITY FOUNDATION

PO BOX 1827
SANTA FE,NM875041827 		  PC GENERAL OPERATING SUPPORT (LEARNING HUB WORKSHOP ACCESS) 3,500

SANTA FE COMMUNITY FOUNDATION

PO BOX 1827
SANTA FE,NM875041827 		  PC GENERAL OPERATING SUPPORT (PURSUING PUBLIC FUNDING PROGRAM - FUND #34064) 5,000

SANTA FE FARMERS' MARKET INSTITUTE

1607 PASEO DE PERALTA STE A
SANTA FE,NM87501 		  PC GENERAL OPERATING SUPPORT 25,000

SARANAM LLC

1028 EUBANK BLVD NE SUITE F
ALBUQUERQUE,NM87112 		  PC GENERAL OPERATING SUPPORT (PROGRAM EXPANSION) 10,000

SEARCHLIGHT NEW MEXICO

PO BOX 32087
SANTA FE,NM87594 		  PC GENERAL OPERATING SUPPORT (STATEWIDE COMMUNITY ENGAGEMENT) 3,000

SIERRA CLUB FOUNDATION FISCAL SPONSOR FOR SIERRA CLUB RIO GRANDE CHAPTER

2101 WEBSTER STREET SUITE 1250
OAKLAND,CA94612 		  PC GENERAL OPERATING SUPPORT 25,000

SOCIETY OF THE MUSE OF THE SOUTHWEST

PO BOX 3225
TAOS,NM87571 		  PC GENERAL OPERATING SUPPORT (DIVERSITY, EQUITY & INCLUSION TRAINING) 2,500

SOUTHWEST CREATIONS COLLABORATIVE (SCC)

722 ISLETA BLVD SW STE C
ALBUQUERQUE,NM87105 		  PC GENERAL OPERATING SUPPORT (GROWING EDUCATORS PROGRAM) 25,000

SOUTHWEST ORGANIZING PROJECT FISCAL SPONSOR FOR YOUTH AGRICULTURAL COOPERAT

211 10TH ST SW
ALBUQUERQUE,NM87102 		  PC GENERAL OPERATING SUPPORT (MAINTAINING AND EXPANDING CORE PROGRAMING) 10,000

SOUTHWEST RESEARCH AND INFORMATION CENTER FOR COALITION FOR CLEAN AFFORDABL

PO BOX 4524
ALBUQUERQUE,NM871964524 		  PC GENERAL OPERATING SUPPORT 10,000

SOUTHWEST RESEARCH AND INFORMATION CENTER

PO BOX 4524
ALBUQUERQUE,NM871964524 		  PC GENERAL OPERATING SUPPORT 25,000

ST FELIX PANTRY INC

4020 BARBARA LOOP SE
RIO RANCHO,NM87124 		  PC GENERAL OPERATING SUPPORT (WEEKLY GROCERIES TO ANYONE IN NEW MEXICO) 3,000

STRAY HEARTS ANIMAL SHELTER

PO BOX 622
TAOS,NM875710622 		  PC GENERAL OPERATING SUPPORT (COMMUNITY CONNECTION & INTERNAL DIGITAL ENHANCEMENTS) 3,500

STREET FOOD INSTITUTE

PO BOX 27058
ALBUQUERQUE,NM87125 		  PC GENERAL OPERATING SUPPORT (STRATEGIC BUILDING OR STRENGTHENING ORGANIZATIONAL CAPACITY) 25,000

SW RESEARCH & INFO CENTER FISCAL SPONSOR FOR NM COMMUNITY AIDS PTNRSHIP

PO BOX 4524
ALBUQUERQUE,NM871964524 		  PC GENERAL OPERATING SUPPORT 10,000

TALPA COMMUNITY CENTER ASSOCIATION INC

4 ARCHULETA RD
RANCHOS DE TAOS,NM87557 		  PC GENERAL OPERATING SUPPORT 3,000

TAMAYA HORSE REHAB

PO BOX 144
SAN YSIDRO,NM87053 		  PC GENERAL OPERATING SUPPORT 4,000

TAOS LAND TRUST FISCAL SPONSOR FOR RIO FERNANDO DE TAOS REVITALIZATION COLL

PO BOX 376
TAOS,NM87571 		  PC GENERAL OPERATING SUPPORT (PURSUING FEDERAL GRANTS AND SUPPORTING HEADWATER RESTORATION) 10,000

TAOS LIONS CLUB

PO BOX 199
TAOS,NM87571 		  PC GENERAL OPERATING SUPPORT (COMMUNITY HEALTH & TECHNOLOGY PROGRAM BENEFITTING UNM-TAOS CAMPUS) 5,000

TEACH FOR AMERICA NEW MEXICO

4300 RIDGECREST DR SE PMB 1232 -
SUITE L
RIO RANCHO,NM87124 		  PC GENERAL OPERATING SUPPORT (SCHOOL LEADERSHIP DEVELOPMENT) 25,000

TEACH PLUS INC

1 BEACON ST 15TH FL STE 1500
BOSTON,MA02108 		  PC GENERAL OPERATING SUPPORT (TEACH PLUS NEW MEXICO POLICY FELLOWSHIP & TEACHER NETWORK) 25,000

TEATRO NUEVO MEXICO DBA AFROMUNDO

2422 DORA AVENUE NW
ALBUQUERQUE,NM87104 		  PC GENERAL OPERATING SUPPORT (2023 AFROMUNDO FESTIVAL: RESISTANCE & CREATIVITY) 10,000

TENDERLOVE COMMUNITY CENTER

PO BOX 65156
ALBUQUERQUE,NM87193 		  PC GENERAL OPERATING SUPPORT (PATHWAYS TOWARD SELF SUFFICIENCY) 10,000

THE PASEO PROJECT INC

PO BOX 1075
TAOS,NM87571 		  PC GENERAL OPERATING SUPPORT 10,000

THE SAVILA COLLABORATIVE DBA CENTRO SAVILA FISCAL SPONSOR FOR TRANSFORMAR C

PO BOX 12455
ALBUQUERQUE,NM87195 		  PC GENERAL OPERATING SUPPORT (MAINTAINING CORE PROGRAMS AND ESSENTIAL STAFF) 25,000

THE TIDES CENTER FISCAL SPONSOR FOR ONE GENERATION

PO BOX 889385
LOS ANGELES,NM900889385 		  PC GENERAL OPERATING SUPPORT (INDIGENOUS FARM HUB) 25,000

THREE SISTERS KITCHEN

109 GOLD AVE SW
ALBUQUERQUE,NM87102 		  PC GENERAL OPERATING SUPPORT 25,000

TOMORROW'S WOMEN

369 MONTEZUMA AVENUE 566
SANTA FE,NM87501 		  PC GENERAL OPERATING SUPPORT (EXPANDING CAPACITY TO SERVE NEW MEXICO YOUTH) 10,000

TRANSGENDER RESOURCE CENTER OF NEW MEXICO

PO BOX 80872
ALBUQUERQUE,NM87198 		  PC GENERAL OPERATING SUPPORT 25,000

TREES WATER & PEOPLE

633 REMINGTON ST
FORT COLLINS,CO80524 		  PC GENERAL OPERATING SUPPORT (INDIGENOUS LANDS PROGRAM IN NEW MEXICO) 10,000

TRUE KIDS 1 FISCAL SPONSOR FOR LA COALICION DE TAOS

PO BOX 2940
TAOS,NM87571 		  PC GENERAL OPERATING SUPPORT (COMMUNITY ALLIANCE FOR SUSTAINABLE ADOBE) 2,500

TWIRL A PLAY & DISCOVERY SPACE INC

225 CAMINO DE LA PLACITA
TAOS,NM87571 		  PC GENERAL OPERATING SUPPORT 2,500

VALENCIA COMMUNITY ACTION NETWORK (VCAN)

540 CAMINO DE HIGINIO
LOS LUNAS,NM87031 		  PC GENERAL OPERATING SUPPORT (STRENGTHENING ORGANIZATIONAL CAPACITY) 10,000

WESTERN ENVIRONMENTAL LAW CENTER

120 SHELTON MCMURPHEY BLVD STE 340
EUGENE,OR97401 		  PC GENERAL OPERATING SUPPORT (SAFEGUARDING NEW MEXICO'S CLIMATE FUTURE & NATURAL HERITAGE) 10,000

WORK IN BEAUTY INC DBA EL MORRO FEED AND SEED

113 E LOGAN AVE
GALLUP,NM87301 		  PC GENERAL OPERATING SUPPORT 25,000

WORKING CLASSROOM INC

423 ATLANTIC AVENUE SW
ALBUQUERQUE,NM87102 		  PC GENERAL OPERATING SUPPORT 25,000
Total .................................right arrow 3a 3,400,700
bApproved for future payment
Total ................................. right arrow 3b 0
Form 990-PF (2023)
Form 990-PF (2023)
Page 12
Part XV-A
Analysis of Income-Producing Activities
Enter gross amounts unless otherwise indicated. Unrelated business income Excluded by section 512, 513, or 514 (e)
Related or exempt
function income
(See instructions.)
1Program service revenue: (a)
Business code 		(b)
Amount 		(c)
Exclusion code 		(d)
Amount
a
b
c
d
e
f
gFees and contracts from government agencies          
2 Membership dues and assessments ....          
3 Interest on savings and temporary cash
investments ........... 		    14 417  
4 Dividends and interest from securities ....     14 1,302,999  
5 Net rental income or (loss) from real estate:
aDebt-financed property......          
bNot debt-financed property.....     16 55,944  
6 Net rental income or (loss) from personal property          
7 Other investment income .....     01 7,193  
8 Gain or (loss) from sales of assets other than
inventory ............ 		    18 636,727  
9 Net income or (loss) from special events:          
10 Gross profit or (loss) from sales of inventory          
11 Other revenue:
aOTHER INCOME 		    01    
b
c
d
e
12 Subtotal. Add columns (b), (d), and (e) .. 0 2,003,280 0
13Total. Add line 12, columns (b), (d), and (e)..................
13
2,003,280
(See worksheet in line 13 instructions to verify calculations.)
Part XV-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 XV-A contributed importantly to
the accomplishment of the foundation’s exempt purposes (other than by providing funds for such purposes). (See
instructions.)
Form 990-PF (2023)
Form 990-PF (2023)
Page 13
Part XVI
Information Regarding Transfers To and Transactions and Relationships With Noncharitable Exempt Organizations
1
Did the organization directly or indirectly engage in any of the following with any other organization described in section 501(c) (other than section 501(c)(3) organizations) or in section 527, relating to political organizations?
Yes
No
a
Transfers from the reporting foundation to a noncharitable exempt organization of:
(1) Cash...................................
1a(1)
 
No
(2) Other assets.................................
1a(2)
 
No
b
Other transactions:
(1) Sales of assets to a noncharitable exempt organization....................
1b(1)
 
No
(2) Purchases of assets from a noncharitable exempt organization..................
1b(2)
 
No
(3) Rental of facilities, equipment, or other assets.......................
1b(3)
 
No
(4) Reimbursement arrangements...........................
1b(4)
 
No
(5) Loans or loan guarantees.............................
1b(5)
 
No
(6) Performance of services or membership or fundraising solicitations................
1b(6)
 
No
c
Sharing of facilities, equipment, mailing lists, other assets, or paid employees..............
1c
 
No
d
If the answer to any of the above is "Yes," complete the following schedule. Column (b) should always show the fair market value
of the goods, other assets, or services given by the reporting foundation. If the foundation received less than fair market value
in any transaction or sharing arrangement, show in column (d) the value of the goods, other assets, or services received.
(a) Line No. (b) Amount involved (c) Name of noncharitable exempt organization (d) Description of transfers, transactions, and sharing arrangements
2a
Is the foundation directly or indirectly affiliated with, or related to, one or more tax-exempt organizations
described in section 501(c) (other than section 501(c)(3)) or in section 527? ...........
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.
right arrow right arrow
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 Check if self-
employed right arrow		 PTIN
Firm's name SmallBullet
 Firm's EIN SmallBullet
Firm's address SmallBullet


 Phone no.
Form 990-PF (2023)
Additional Data


Software ID:  
Software Version:  


Form 990PF - Special Condition Description:
Special Condition Description

TY 2023 AccountingFeesSchedule
Name:
MARSHALL L AND PERRINE D MCCUNE
 
CHARITABLE FOUNDATION INC
EIN:
85-0429439
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
ACCOUNTING EXPENSE 130,490 26,098   104,392

TY 2023 GeneralExplanationAttachment
Name:
MARSHALL L AND PERRINE D MCCUNE
 
CHARITABLE FOUNDATION INC
EIN:
85-0429439
Identifier Return Reference Explanation
  FORM 990-PF, PART XV, LINE 2B THE FOUNDATION HOLDS AN OPEN GRANT APPLICATION CYCLE ANNUALLY FROM AUGUST 15 TO SEPTEMBER 15 (NOTE THAT EXACT DATES MAY CHANGE ANNUALLY). ALL APPLICATION MATERIALS AND INSTRUCTIONS ARE AVAILABLE AT: HTTPS://NMMCCUNE.ORG/APPLY. APPLICATIONS ARE SUBMITTED ONLINE. APPLICANTS SELF-DETERMINE THEIR PROPOSED FUNDING TIER AND FOUNDATION PRIORITY AREA BASED ON INFORMATIONAL WORKSHEETS AND DOWNLOADABLE MATERIALS ON THE FOUNDATION'S WEBSITE. APPLICANT TECHNICAL SUPPORT AND QUESTIONS ARE ADDRESSED BY FOUNDATION STAFF AT ONLINE WEBINARS AND SCHEDULED OPEN CALL SESSIONS.ROLLING APPLICATIONS ARE ACCEPTED YEAR-ROUND FOR DISCRETIONARY (UP TO $5K) GRANTS. THE DISCRETIONARY GRANT APPLICATION PROCESS BEGINS WITH A LETTER OF INQUIRY AND IS EXPLAINED ON THE GRANTSEEKERS FAQ LINK AT HTTPS://NMMCCUNE.ORG/APPLY.
  FORM 990-PF, PART XV, LINE 2C OPEN CYCLE APPLICATION DEADLINE: AUGUST 15-SEPTEMBER 15 EACH YEAR. EXACT DATES VARY AND ARE AVAILABLE AT HTTPS://NMMCCUNE.ORG/APPLY.DISCRETIONARY GRANT APPLICATION DEADLINE: ROLLING, YEAR-ROUND.
  FORM 990-PF, PART XV, LINE 2D THE FOUNDATION FUNDS QUALIFYING CHARITABLE PROGRAMS WITH OPERATIONS IN NEW MEXICO IN NINE PRIORITY AREAS: 1) LOCAL FOOD INDUSTRY DEVELOPMENT, 2) EDUCATION TRANSFORMATION & EARLY CHILDHOOD DEVELOPMENT, 3) ECONOMIC DEVELOPMENT & FAMILY ASSET BUILDING, 4) BUILDING LINKS BETWEEN ARTS & COMMUNITY ENGAGEMENT, 5) LEVERAGING OPPORTUNITIES WITH HEALTH CARE, 6) INFLUENCING URBAN PLANNING & BUILT ENVIRONMENTS, 7) STEWARDSHIP OF NATURAL RESOURCES, 8) CAPACITY BUILDING IN THE NONPROFIT SECTOR, AND 9) STRATEGIES FOR RURAL DEVELOPMENT.A LIST OF INELIGIBLE APPLICATION TYPES MAY BE FOUND AT: HTTPS://NMMCCUNE.ORG/APPLY AND INCLUDES: DIRECT DONATIONS OR GRANTS TO INDIVIDUALS; DIRECT GRANTS TO FOR-PROFIT INSTITUTIONS; PROJECTS IN THE AREA OF HEALTH ADDRESSING AND/OR PROVIDING MEDICAL RESEARCH RELATED TO PARTICULAR DISEASES OR CONDITIONS; PROJECTS THAT SERVE RELIGIOUS PURPOSES; GRANTS TO POLITICAL CAMPAIGNS, TO SUPPORT POLITICAL ACTIVITIES OR TO LOBBY FOR OR AGAINST PARTICULAR PIECES OF LEGISLATION; GRANTS FOR ORGANIZATIONS "IN CRISIS OR FOR DEBT REPAYMENT; ESTABLISHMENT OF ENDOWED CHAIRS OR OTHER PERMANENT ACADEMIC POSTS; ADOPTION SERVICES OR SUPPORT; ONGOING OPERATING SUPPORT FOR WELL-ESTABLISHED CHARTER SCHOOLS; FILM PROJECTS; PAROCHIAL AND PRIVATE SCHOOLS; AND INDIRECT COSTS FOR INSTITUTIONS OF HIGHER EDUCATION.ADDITIONAL WORKSHEETS AND INFORMATION FOR APPLICANTS TO DETERMINE ELIGIBILITY ARE AVAILABLE ON THE FOUNDATION'S WEBSITE.
  FORM 990-PF, PART VII-A, QUESTION 11 CONTROLLED ENTITY WITHIN THE MEANING OF SECTION 512(B)(13)MCCUNE'S FINANCIAL STATEMENTS INCLUDE THE ACCOUNTS OF THE FOUNDATION'S WHOLLY-OWNED FOR-PROFIT SINGLE MEMBER LLC (HDIC). HDIC IS A PROGRAM-RELATED INVESTMENT IN ACCORDANCE WITH IRC SECTION 4944(C) AND TREAS. REG. SECTION 53.4944-3 WHICH ALLOWS MCCUNE TO INVEST IN HDIC IN THE FORM OF EQUITY AND LOANS. HDIC HAS BEEN TERMINATED AS OF 12/31/2023. HDIC'S ACTIVITIES ARE INCLUDED IN MCCUNE'S ANNUAL INFORMATION RETURN. SEE STATEMENT 19.

TY 2023 InvestmentsCorpBondsSchedule
Name:
MARSHALL L AND PERRINE D MCCUNE
 
CHARITABLE FOUNDATION INC
EIN:
85-0429439
Name of Bond End of Year Book Value End of Year Fair Market Value
ABBOTT LABORATORIES 56,197 56,197
ABBVIE INC 42,820 42,820
ACCESS CAPITAL COMMUNITY INVESTMENT 917,368 917,368
AEP TRANSMISSION CO LLC 62,346 62,346
AIR PRODUCTS & CHEMICALS 56,909 56,909
AMERICAN TOWER CORP 47,259 47,259
AMGEN INC 97,869 97,869
ANTHEM INC 93,607 93,607
AON CORP/AON GLOBAL HOLDINGS 63,566 63,566
ASTRAZENECA PLC 41,085 41,085
AT&T INC 67,790 67,790
AVALONBAY COMMUNITIES 94,019 94,019
BANK OF NOVA SCOTIA 124,710 124,710
BANK OF AMERICA CORP 139,996 139,996
BHP BILLITON FIN 72,355 72,355
CARRIER GLOBAL CORP 39,112 39,112
CHUBB INA HOLDINGS INC 41,133 41,133
CITIGROUP INC 139,554 139,554
COMCAST CORP 62,132 62,132
CVS HEALTH CORP 42,089 42,089
DTE ELECTRIC CO 58,811 58,811
ENBRIDGE INC 40,946 40,946
HOME DEPOT INC 41,747 41,747
INTEL CORP 112,703 112,703
JPMORGAN CHASE & CO 137,199 137,199
KEURIG DR PEPPER INC 85,081 85,081
LAUDER ESTEE COS INC 34,600 34,600
LINCOLN NATIONAL CORP 44,169 44,169
LOCKHEED MARTIN CORP 63,067 63,067
LOWE'S COS INC 55,229 55,229
MEDTRONIC GLOBAL HLDGS 79,651 79,651
MORGAN STANLEY 86,264 86,264
NATIONAL RURAL UTIL 79,879 79,879
NEXTERA ENERGY CAPITAL 56,885 56,885
NORTHERN STATES PWR-MINN 58,923 58,923
NORTHWESTERN MEMORIAL 29,709 29,709
NSTAR ELECTRIC CO 96,312 96,312
PIMCO INCOME FUND 1,337,305 1,337,305
PNC FINANCIAL SERVICES 99,854 99,854
PROLOGIS LP 64,634 64,634
PROV ST JOSEPH HLTH OBL 39,371 39,371
PUBLIC SERVICE ELECTRIC 62,577 62,577
ROYAL BANK OF CANADA 125,719 125,719
SEMPRA ENERGY 66,711 66,711
SIMON PROPERTY GROUP LP 102,613 102,613
STARBUCKS CORP 56,216 56,216
STATE STREET CORP 55,057 55,057
TORONTO-DOMINION BANK 73,896 73,896
UNITEDHEALTH GROUP INC 55,234 55,234
VERIZON COMMUNICATIONS 86,225 86,225
WALT DISNEY COMPANY/THE 48,936 48,936
WELLTOWER INC 43,607 43,607

TY 2023 InvestmentsCorpStockSchedule
Name:
MARSHALL L AND PERRINE D MCCUNE
 
CHARITABLE FOUNDATION INC
EIN:
85-0429439
Name of Stock End of Year Book Value End of Year Fair Market Value
ARTISAN INTERNATIONAL VALUE FUND 2,815,671 2,815,671
CLASS I #15213 978,786 978,786
FIRST EAGLE OVERSEA FUND 1,374,720 1,374,720
JOHCM INTERNATIONAL SELECT FUND 3,851,994 3,851,994
MFS INSTITUTIONAL INTERNATIONAL EQUITY FUND 3,019,171 3,019,171
T. ROWE PRICE NEW ERA FUND 1,084,931 1,084,931
VANGUARD EMERGING MARKETS STOCK INDEX FUND 2,062,923 2,062,923
VANGUARD TOTAL STOCK MARKET INDEX 24,132,761 24,132,761

TY 2023 InvestmentsGovtObligationsSch
Name:
MARSHALL L AND PERRINE D MCCUNE
 
CHARITABLE FOUNDATION INC
EIN:
85-0429439
US Government Securities - End of Year Book Value:

5,703,557
US Government Securities - End of Year Fair Market Value:

5,703,557
State & Local Government Securities - End of Year Book Value:


1,538,247
State & Local Government Securities - End of Year Fair Market Value:


1,538,247


TY 2023 InvestmentsLandSchedule2
Name:
MARSHALL L AND PERRINE D MCCUNE
 
CHARITABLE FOUNDATION INC
EIN:
85-0429439
Category/ Item Cost/Other Basis Accumulated Depreciation Book Value End of Year Fair Market Value
ALAMEDA RENTAL PROPERTY 890,000 0 890,000 890,000

TY 2023 InvestmentsOtherSchedule2
Name:
MARSHALL L AND PERRINE D MCCUNE
 
CHARITABLE FOUNDATION INC
EIN:
85-0429439
Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
ADAMS STREET FMV 854,078 854,078
BAXTER STREET OFFSHORE FUND LTD FMV 3,049,939 3,049,939
BLACKROCK TEMPUS FMV 6,266 6,266
BRINSON FMV 122,862 122,862
D.E. SHAW U.S. BROAD MARKET CORE FMV 7,195,660 7,195,660
DAVIDSON KEMPNER FMV 2,005,822 2,005,822
EMERGING MARKETS GLOBAL FUND FMV 3,176,187 3,176,187
GENERATION IM GLOBAL EQUITY FUND LLC FMV 2,872,590 2,872,590
GLOBAL RESEARCH EQUITY EXTENDED FUND FMV 6,809,939 6,809,939
HBK OFFSHORE FUND LTD. FMV 1,719,450 1,719,450
LAKEWOOD CAPITAL OFFSHORE FUND FMV 35,067 35,067
MAGNETAR FMV 24,640 24,640
MOUNT KELLETT CAPITAL PARTNERS FMV 264,819 264,819
NEW MEXICO COMMUNITY CAPITAL FUND I, FMV 82,493 82,493
PRINCIPAL DIVERSIFIED REAL ASSET FUND FMV 2,897,353 2,897,353
QUANTUM FMV 78,246 78,246
RENAISSANCE INSTITUTIONAL EQUITIES FUNDS FMV 1,535,362 1,535,362
RESOURCE LAND FUND IV FMV 505,922 505,922
SAMLYN OFFSHORE, LTD. FMV 1,372,113 1,372,113
SPRING III FMV 272,650 272,650
THE BRINSON PARTNERSHIP FUND-2002 FMV 26,024 26,024

TY 2023 LandEtcSchedule2
Name:
MARSHALL L AND PERRINE D MCCUNE
 
CHARITABLE FOUNDATION INC
EIN:
85-0429439
Category / Item Cost / Other Basis Accumulated Depreciation Book Value End of Year Fair Market Value
BUILDING 1,099,960 704,234 395,726 395,726
339 PROPERTIES 1,374,247 640,989 733,258 733,258
FURNITURE, FIXTURES AND EQUIPMENT 475,553 471,598 3,955 3,955
LAND 470,986 0 470,986 470,986


TY 2023 LegalFeesSchedule
Name:
MARSHALL L AND PERRINE D MCCUNE
 
CHARITABLE FOUNDATION INC
EIN:
85-0429439
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
LEGAL EXPENSE 1,769 265   1,503


TY 2023 OtherAssetsSchedule
Name:
MARSHALL L AND PERRINE D MCCUNE
 
CHARITABLE FOUNDATION INC
EIN:
85-0429439
Description Beginning of Year - Book Value End of Year - Book Value End of Year - Fair Market Value
INVESTMENT IN PRI 441,130 0 0
ACCRUED INCOME 64,377 75,809 75,809
RECEIVABLE FOR UNSETTLED INVESTMENT TRADES 198,156 11,192 11,192
FEDERAL EXCISE TAX RECEIVABLE 107,719 22,316 22,316


TY 2023 OtherExpensesSchedule
Name:
MARSHALL L AND PERRINE D MCCUNE
 
CHARITABLE FOUNDATION INC
EIN:
85-0429439
Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
BUSINESS-IN STATE 51,360 0   51,360
COMPUTER/WEB SITE EXPENSE 27,553 2,755   24,797
DUES & SUBSCRIPTIONS 12,677 634   12,043
LICENSES & FEES 47 5   42
OFFICE SUPPLIES 2,434 244   2,196
POSTAGE & DELIVERY 561 56   505
PROFESSIONAL EDUCATION 525 53   473
REPAIRS AND MAINTENANCE 8,016 802   7,215
INSURANCE 29,845 1,355   12,191
NET HDIC LOSS 98,270 0   0
K-1 INVESTMENT EXPENSE 0 171,938   0
RENTAL EXPENSES 0 29,320   0
RENTAL EXPENSES 29,320 0   0


TY 2023 OtherIncomeSchedule2
Name:
MARSHALL L AND PERRINE D MCCUNE
 
CHARITABLE FOUNDATION INC
EIN:
85-0429439
Description Revenue And Expenses Per Books Net Investment Income Adjusted Net Income
K-1 OTHER INVESTMENT GAIN   1,485,759  
ROYALTIES   1,163  
OTHER INVESTMENT INCOME 7,193 7,193 7,193


TY 2023 OtherIncreasesSchedule
Name:
MARSHALL L AND PERRINE D MCCUNE
 
CHARITABLE FOUNDATION INC
EIN:
85-0429439
Description Amount
UNREALIZED GAIN 10,291,203


TY 2023 OtherLiabilitiesSchedule
Name:
MARSHALL L AND PERRINE D MCCUNE
 
CHARITABLE FOUNDATION INC
EIN:
85-0429439
Description Beginning of Year - Book Value End of Year - Book Value
PRI ACCOUNT PAYABLE 17,903 0
DEFERRED TAX LIABILITY 115,177 221,130


TY 2023 OtherProfessionalFeesSchedule
Name:
MARSHALL L AND PERRINE D MCCUNE
 
CHARITABLE FOUNDATION INC
EIN:
85-0429439
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
OTHER PROFESSIONAL FEES 330,948 260,430   70,508


TY 2023 TaxesSchedule
Name:
MARSHALL L AND PERRINE D MCCUNE
 
CHARITABLE FOUNDATION INC
EIN:
85-0429439
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
OTHER TAXES 10,871 0   0
FEDERAL EXCISE TAXES 119,785 29,454   0
FEDERAL UNRELATED BUSINESS INCOME TAXES 134,023 0   0