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
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 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$1,344,031J 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      
4 Dividends and interest from securities... 42,943 42,943  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 55,579
b Gross sales price for all assets on line 6a 392,650
7 Capital gain net income (from Part IV, line 2)... 55,579
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........ 98,522 98,522  
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
List of Attached Documents:
// Content
3,897 0   0
c Other professional fees (attach schedule).... Click to see attachment
List of Attached Documents:
// Content
8,683 0   0
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... Click to see attachment
List of Attached Documents:
// Content
179 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
List of Attached Documents:
// Content
5,872 0   0
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 18,631 0   0
25 Contributions, gifts, grants paid....... 101,435 101,435
26 Total expenses and disbursements. Add lines 24 and 25 120,066 0   101,435
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements -21,544
b Net investment income (if negative, enter -0-) 98,522
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.............      
2 Savings and temporary cash investments......... 75,385 30,253 30,253
3 Accounts receivable right arrow  
Less: allowance for doubtful accounts right arrow        
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 arrow7,672
Less: allowance for doubtful accounts right arrow0 13,348 7,672 7,672
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)....... 800,768 Click to see attachment
List of Attached Documents:
// Content
850,967 		1,056,138
c Investments—corporate bonds (attach schedule)....... 292,234 Click to see attachment
List of Attached Documents:
// Content
267,893 		249,968
11 Investments—land, buildings, and equipment: basis right arrow  
Less: accumulated depreciation (attach schedule) right arrow        
12 Investments—mortgage loans.............      
13 Investments—other (attach schedule)..........      
14 Land, buildings, and equipment: basis right arrow  
Less: accumulated depreciation (attach schedule) right arrow        
15 Other assets (describe right arrow)      
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 1,181,735 1,156,785 1,344,031
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 right arrow)    
23 Total liabilities (add lines 17 through 22)......... 0 0
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...........    
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........ 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 1,181,735 1,156,785
29 Total net assets or fund balances (see instructions)..... 1,181,735 1,156,785
30 Total liabilities and net assets/fund balances (see instructions). 1,181,735 1,156,785
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
1,181,735
2
Enter amount from Part I, line 27a .....................
2
-21,544
3
Other increases not included in line 2 (itemize) right arrowClick to see attachment
List of Attached Documents:
// Content
3
832
4
Add lines 1, 2, and 3 ..........................
4
1,161,023
5
Decreases not included in line 2 (itemize) right arrowClick to see attachment
List of Attached Documents:
// Content
5
4,238
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29 .
6
1,156,785
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 ACCENTURE PLC IRELAND P 2023-04-04 2023-08-03
b ACCENTURE PLC IRELAND P 2023-04-04 2023-12-13
c DANAHER CORPORATION P 2022-11-08 2023-11-02
d DANAHER CORPORATION P 2023-10-12 2023-11-02
e GENERAL MOTORS COMPANY P 2022-04-12 2023-04-04
KEYCORP NEW P 2023-03-14 2023-04-04
KEYSIGHT TECHNOLOGIES INC P 2023-06-15 2023-11-09
KEYSIGHT TECHNOLOGIES INC P 2023-10-12 2023-11-09
SERVICENOW INC P 2022-11-08 2023-10-31
SYNOPSYS INC P 2023-01-24 2023-10-12
THERMO FISHER SCIENTIFIC INC P 2023-10-12 2023-11-09
VANGUARD CASH RESERVES P 2023-11-21 2023-12-13
VEEVA SYSTEMS INC P 2023-10-12 2023-11-09
VERALTO CORPORATION P 2022-11-08 2023-09-30
VERALTO CORPORATION P 2022-11-08 2023-10-31
VERALTO CORPORATION P 2023-10-12 2023-10-31
ADOBE INC P 2018-08-13 2023-06-08
ADOBE INC P 2018-08-13 2023-08-03
ADVANCED MICRO DEVICES INC P 2021-02-02 2023-08-03
ALPHABET INC P 2018-08-13 2023-08-03
AMAZON.COM INC P 2020-05-01 2023-08-03
AMAZON.COM INC P 2020-05-01 2023-11-02
AMGEN INC P 2019-06-03 2023-10-12
BROADCOM INC P 2020-02-12 2023-10-12
COSTCO WHOLESALE CORP-NEW P 2021-01-26 2023-12-13
GENERAL MOTORS COMPANY P 2022-02-02 2023-04-04
KEYSIGHT TECHNOLOGIES INC P 2021-04-13 2023-11-09
KEYSIGHT TECHNOLOGIES INC P 2020-02-25 2023-11-09
LULULEMON ATHLETICA INC P 2022-01-11 2023-01-24
LULULEMON ATHLETICA INC P 2020-11-03 2023-01-24
LULULEMON ATHLETICA INC P 2021-01-26 2023-01-24
LULULEMON ATHLETICA INC P 2021-04-13 2023-01-24
METLIFE INC P 2020-08-07 2023-05-12
NVIDIA CORP P 2019-12-16 2023-01-27
NVIDIA CORP P 2020-03-18 2023-01-27
NVIDIA CORP P 2021-01-29 2023-06-13
NVIDIA CORP P 2021-01-29 2023-08-03
PALO ALTO NETWORKS INC P 2021-03-16 2023-06-05
PALO ALTO NETWORKS INC P 2021-03-16 2023-08-03
SELECT SECTOR SPDR TRUST P 2020-12-15 2023-10-12
SERVICENOW INC P 2019-07-25 2023-06-05
SERVICENOW INC P 2019-04-10 2023-06-05
SERVICENOW INC P 2020-11-03 2023-08-03
SERVICENOW INC P 2019-07-25 2023-08-03
SERVICENOW INC P 2021-11-04 2023-10-31
SERVICENOW INC P 2022-01-11 2023-10-31
SERVICENOW INC P 2020-11-03 2023-10-31
STARBUCKS CORP P 2020-02-12 2023-01-24
STARBUCKS CORP P 2020-02-27 2023-01-24
THERMO FISHER SCIENTIFIC INC P 2022-11-01 2023-11-09
UBER TECHNOLOGIES INC P 2020-05-19 2023-11-09
UBER TECHNOLOGIES INC P 2020-08-18 2023-11-09
UBER TECHNOLOGIES INC P 2020-08-18 2023-12-04
VEEVA SYSTEMS INC P 2021-12-28 2023-11-09
VEEVA SYSTEMS INC P 2021-04-13 2023-11-09
VEEVA SYSTEMS INC P 2021-01-26 2023-11-09
VEEVA SYSTEMS INC P 2020-01-17 2023-11-09
VEEVA SYSTEMS INC P 2019-12-02 2023-11-09
VEEVA SYSTEMS INC P 2018-08-13 2023-11-09
VEEVA SYSTEMS INC P 2019-11-15 2023-11-09
XCEL ENERGY INC P 2021-01-26 2023-09-05
AIRBUS SE P 2022-06-17 2023-04-11
AMERICAN ELECTRIC POWER P 2022-02-11 2023-01-11
AMERICAN ELECTRIC POWER P 2022-02-17 2023-01-11
BRISTOL MYERS SQUIBB CO P 2023-04-20 2023-10-27
CHARLES SCHWAB CORP NEW P 2022-07-21 2023-03-20
CME GROUP INC P 2023-04-21 2023-10-18
CONOCOPHILLIPS P 2023-05-12 2023-10-18
FISERV INC P 2022-10-11 2023-06-15
FORTREA HOLDINGS INC P 2022-11-17 2023-07-06
INTERCONTINENTAL EXCHANGE P 2022-05-13 2023-04-17
L3HARRIS TECHNOLOGIES INC P 2023-01-18 2023-10-05
ONEOK INC P 2022-06-14 2023-05-12
ROCKWELL AUTOMATION INC P 2022-05-19 2023-01-31
WELLTOWER INC P 2022-08-16 2023-04-06
AIRBUS SE P 2022-06-17 2023-07-25
ALPHABET INC P 2014-04-08 2023-05-19
ALPHABET INC P 2014-04-08 2023-10-18
AMERICAN EXPRESS COMPANY P 2016-10-18 2023-03-09
APPLIED MATERIALS INC P 2020-09-08 2023-08-24
APPLIED MATERIALS INC P 2022-06-14 2023-08-24
CHARLES SCHWAB CORP NEW P 2019-04-24 2023-03-14
CHARLES SCHWAB CORP NEW P 2019-04-24 2023-03-15
CHARLES SCHWAB CORP NEW P 2020-07-20 2023-03-15
CHARLES SCHWAB CORP NEW P 2020-07-20 2023-03-20
COLGATE PALMOLIVE COMPANY P 2020-01-08 2023-05-02
FISERV INC P 2021-01-19 2023-05-12
FISERV INC P 2021-01-19 2023-06-15
FISERV INC P 2021-10-28 2023-06-15
HUMANA INC P 2022-01-21 2023-04-03
HUMANA INC P 2022-01-21 2023-04-04
HUMANA INC P 2022-01-21 2023-04-06
HUMANA INC P 2022-01-24 2023-04-06
JPMORGAN CHASE & CO P 2020-04-14 2023-05-12
JPMORGAN CHASE & CO P 2020-03-11 2023-05-12
L3HARRIS TECHNOLOGIES INC P 2020-06-30 2023-09-12
L3HARRIS TECHNOLOGIES INC P 2021-04-01 2023-10-05
L3HARRIS TECHNOLOGIES INC P 2020-06-30 2023-10-05
MARVELL TECHNOLOGY INC P 2019-10-14 2023-06-05
MARVELL TECHNOLOGY INC P 2019-10-14 2023-07-25
MARVELL TECHNOLOGY INC P 2021-03-08 2023-07-25
MARVELL TECHNOLOGY INC P 2020-02-11 2023-07-25
MASTERCARD INCORPORATED P 2021-01-26 2023-10-12
MOTOROLA SOLUTIONS INC P 2020-05-18 2023-01-05
MOTOROLA SOLUTIONS INC P 2020-06-10 2023-01-05
ROCKWELL AUTOMATION INC P 2022-05-19 2023-07-12
RTX CORPORATION P 2019-03-18 2023-01-09
RTX CORPORATION P 2019-03-18 2023-05-02
RTX CORPORATION P 2019-04-26 2023-05-02
TJX COMPANIES INC NEW P 2020-10-28 2023-08-25
UBER TECHNOLOGIES INC P 2021-05-12 2023-01-31
UBER TECHNOLOGIES INC P 2020-07-20 2023-01-31
UBER TECHNOLOGIES INC P 2021-05-12 2023-07-25
UBER TECHNOLOGIES INC P 2021-07-19 2023-07-25
WELLTOWER INC P 2020-10-07 2023-04-03
WELLTOWER INC P 2020-10-15 2023-04-04
WELLTOWER INC P 2020-10-07 2023-04-04
WELLTOWER INC P 2020-10-15 2023-04-06
WILLIAMS COMPANIES INC P 2022-09-20 2023-10-10
WILLIAMS COMPANIES INC P 2022-09-20 2023-10-12
JPMORGAN TR II P 2022-12-14 2023-02-28
JPMORGAN TR II P 2022-12-21 2023-02-28
COHEN & STEERS INFRASTRUCTURE P 2013-04-08 2023-11-10
COHEN & STEERS INFRASTRUCTURE P 2012-10-05 2023-11-10
COHEN & STEERS INFRASTRUCTURE P 2013-01-04 2023-11-10
COHEN & STEERS INFRASTRUCTURE P 2012-04-09 2023-11-10
COHEN & STEERS INFRASTRUCTURE P 2013-07-09 2023-11-10
COHEN & STEERS INFRASTRUCTURE P 2013-10-04 2023-11-10
COHEN & STEERS INFRASTRUCTURE P 2012-07-09 2023-11-10
COHEN & STEERS INFRASTRUCTURE P 2012-01-10 2023-11-10
INVESCO STEELPATH MLP P 2013-06-07 2023-11-10
COHEN & STEERS INFRASTRUCTURE P 2014-07-08 2023-11-10
COHEN & STEERS INFRASTRUCTURE P 2014-10-02 2023-11-10
COHEN & STEERS INFRASTRUCTURE P 2015-04-06 2023-11-10
COHEN & STEERS INFRASTRUCTURE P 2015-07-13 2023-11-10
COHEN & STEERS INFRASTRUCTURE P 2014-04-03 2023-11-10
COHEN & STEERS INFRASTRUCTURE P 2015-01-07 2023-11-10
COHEN & STEERS INFRASTRUCTURE P 2014-01-07 2023-11-10
COHEN & STEERS INFRASTRUCTURE P 2015-12-31 2023-11-10
COHEN & STEERS INFRASTRUCTURE P 2015-10-05 2023-11-10
COHEN & STEERS INFRASTRUCTURE P 2011-07-11 2023-11-10
COHEN & STEERS INFRASTRUCTURE P 2016-09-30 2023-11-10
COHEN & STEERS INFRASTRUCTURE P 2011-04-08 2023-11-10
COHEN & STEERS INFRASTRUCTURE P 2010-01-11 2023-11-10
COHEN & STEERS INFRASTRUCTURE P 2011-01-07 2023-11-10
COHEN & STEERS INFRASTRUCTURE P 2016-06-30 2023-11-10
COHEN & STEERS INFRASTRUCTURE P 2010-10-06 2023-11-10
COHEN & STEERS INFRASTRUCTURE P 2010-04-09 2023-11-10
COHEN & STEERS INFRASTRUCTURE P 2016-03-31 2023-11-10
COHEN & STEERS INFRASTRUCTURE P 2017-12-29 2023-11-10
COHEN & STEERS INFRASTRUCTURE P 2018-01-31 2023-11-10
COHEN & STEERS INFRASTRUCTURE P 2018-07-31 2023-11-10
COHEN & STEERS INFRASTRUCTURE P 2017-11-30 2023-11-10
COHEN & STEERS INFRASTRUCTURE P 2017-10-31 2023-11-10
COHEN & STEERS INFRASTRUCTURE P 2018-06-29 2023-11-10
COHEN & STEERS INFRASTRUCTURE P 2017-07-31 2023-11-10
COHEN & STEERS INFRASTRUCTURE P 2018-08-31 2023-11-10
COHEN & STEERS INFRASTRUCTURE P 2017-09-29 2023-11-10
COHEN & STEERS INFRASTRUCTURE P 2018-09-28 2023-11-10
COHEN & STEERS INFRASTRUCTURE P 2018-02-28 2023-11-10
COHEN & STEERS INFRASTRUCTURE P 2018-04-30 2023-11-10
COHEN & STEERS INFRASTRUCTURE P 2019-11-29 2023-11-10
COHEN & STEERS INFRASTRUCTURE P 2018-05-31 2023-11-10
COHEN & STEERS INFRASTRUCTURE P 2019-12-12 2023-11-10
COHEN & STEERS INFRASTRUCTURE P 2017-08-31 2023-11-10
COHEN & STEERS INFRASTRUCTURE P 2019-10-31 2023-11-10
COHEN & STEERS INFRASTRUCTURE P 2019-07-31 2023-11-10
COHEN & STEERS INFRASTRUCTURE P 2019-09-30 2023-11-10
COHEN & STEERS INFRASTRUCTURE P 2017-06-30 2023-11-10
COHEN & STEERS INFRASTRUCTURE P 2017-05-31 2023-11-10
COHEN & STEERS INFRASTRUCTURE P 2019-08-30 2023-11-10
COHEN & STEERS INFRASTRUCTURE P 2017-04-28 2023-11-10
COHEN & STEERS INFRASTRUCTURE P 2018-03-29 2023-11-10
COHEN & STEERS INFRASTRUCTURE P 2019-06-28 2023-11-10
COHEN & STEERS INFRASTRUCTURE P 2017-02-28 2023-11-10
COHEN & STEERS INFRASTRUCTURE P 2017-03-31 2023-11-10
COHEN & STEERS INFRASTRUCTURE P 2017-01-31 2023-11-10
COHEN & STEERS INFRASTRUCTURE P 2016-10-31 2023-11-10
COHEN & STEERS INFRASTRUCTURE P 2016-12-30 2023-11-10
COHEN & STEERS INFRASTRUCTURE P 2019-04-30 2023-11-10
COHEN & STEERS INFRASTRUCTURE P 2016-11-30 2023-11-10
COHEN & STEERS INFRASTRUCTURE P 2019-03-29 2023-11-10
COHEN & STEERS INFRASTRUCTURE P 2018-11-30 2023-11-10
COHEN & STEERS INFRASTRUCTURE P 2018-10-31 2023-11-10
COHEN & STEERS INFRASTRUCTURE P 2019-02-28 2023-11-10
COHEN & STEERS INFRASTRUCTURE P 2019-05-31 2023-11-10
COHEN & STEERS INFRASTRUCTURE P 2019-01-31 2023-11-10
COHEN & STEERS INFRASTRUCTURE P 2009-10-08 2023-11-10
COHEN & STEERS INFRASTRUCTURE P 2018-12-31 2023-11-10
COHEN & STEERS INFRASTRUCTURE P 2010-07-12 2023-11-10
COHEN & STEERS INFRASTRUCTURE P 2011-10-11 2023-11-10
COHEN & STEERS INFRASTRUCTURE P 2009-07-09 2023-11-10
COHEN & STEERS INFRASTRUCTURE P 2009-04-14 2023-11-10
COHEN & STEERS INFRASTRUCTURE P 2008-12-12 2023-11-10
JPMORGAN TR II P 2018-12-13 2023-02-28
JPMORGAN TR II P 2017-10-27 2023-02-28
JPMORGAN TR II P 2019-12-13 2023-02-28
JPMORGAN TR II P 2017-10-27 2023-02-28
JPMORGAN TR II P 2016-12-15 2023-02-28
JPMORGAN TR II P 2018-12-13 2023-02-28
VANGUARD INTERNATIONAL HIGH P 2021-03-16 2023-02-28
AMERICAN ELECTRIC POWER P 2023-05-12 2023-10-10
GSK PLC P 2023-06-22 2023-10-10
GSK PLC P 2023-06-21 2023-10-10
UNION PACIFIC CORP P 2022-12-06 2023-10-10
CHEVRON CORPORATION P 2013-03-21 2023-10-10
LOCKHEED MARTIN CORP P 2012-12-21 2023-10-10
ABBVIE INC P 2016-05-09 2023-06-21
ABBVIE INC P 2019-06-26 2023-06-22
ABBVIE INC P 2019-01-08 2023-06-22
ABBVIE INC P 2017-02-13 2023-06-22
AT&T INC P 2022-04-28 2023-10-10
BLACKROCK INC P 2020-03-09 2023-10-10
BLACKROCK INC P 2020-03-06 2023-10-10
CHEVRON CORPORATION P 2014-10-29 2023-10-10
CHEVRON CORPORATION P 2014-05-23 2023-10-10
CISCO SYSTEMS INC P 2017-02-13 2023-10-10
CLOROX CO P 2022-06-22 2023-10-10
CVS HEALTH CORPORATION P 2019-08-14 2023-10-10
DIGITAL REALTY TRUST INC P 2015-07-01 2023-10-10
DIGITAL REALTY TRUST INC P 2015-07-02 2023-10-10
DOMINION ENERGY INC P 2019-08-14 2023-10-10
DUKE ENERGY CORPORATION P 2015-08-26 2023-10-10
GILEAD SCIENCES INC P 2019-12-20 2023-10-10
GILEAD SCIENCES INC P 2019-12-19 2023-10-10
INTERNATIONAL BUSINESS P 2018-12-19 2023-10-10
PEPSICO INC P 2020-03-18 2023-10-10
PEPSICO INC P 2020-03-17 2023-10-10
PNC FINANCIAL SVCS GROUP INC P 2020-11-10 2023-10-10
PRUDENTIAL FINANCIAL INC P 2021-04-13 2023-05-12
PRUDENTIAL FINANCIAL INC P 2021-04-14 2023-05-12
PRUDENTIAL FINANCIAL INC P 2021-04-14 2023-05-15
PRUDENTIAL FINANCIAL INC P 2021-04-15 2023-05-15
PRUDENTIAL FINANCIAL INC P 2021-04-15 2023-05-16
RESTAURANT BRANDS P 2021-03-03 2023-10-10
RESTAURANT BRANDS P 2021-03-04 2023-10-10
RESTAURANT BRANDS P 2021-03-02 2023-10-10
US BANCORP DEL P 2021-05-27 2023-10-10
VERIZON COMMUNICATIONS P 2015-11-04 2023-10-10
VERIZON COMMUNICATIONS P 2015-11-05 2023-10-10
WILLIAMS COMPANIES INC P 2022-01-11 2023-10-10
CAPITAL GAINS DIVIDENDS P    
(e)
Gross sales price 		(f)
Depreciation allowed
(or allowable) 		(g)
Cost or other basis
plus expense of sale 		(h)
Gain or (loss)
(e) plus (f) minus (g)
a 1,270   1,148 122
b 342   287 55
c 2,507   2,918 -411
d 1,929   2,172 -243
e 2,234   2,525 -291
2,974   3,191 -217
1,213   1,651 -438
1,698   1,857 -159
581   371 210
1,000   699 301
2,671   2,957 -286
1,226   1,226 0
828   1,091 -263
24   30 -6
273   356 -83
341   375 -34
436   255 181
1,053   509 544
1,030   798 232
1,424   680 744
1,294   1,153 141
413   346 67
856   519 337
916   324 592
639   366 273
3,014   4,466 -1,452
242   288 -46
2,062   1,606 456
932   1,029 -97
1,864   1,943 -79
310   330 -20
310   322 -12
4,642   3,552 1,090
205   56 149
821   184 637
3,659   1,171 2,488
897   260 637
1,821   910 911
1,419   683 736
352   161 191
558   285 273
1,675   733 942
560   475 85
560   285 275
582   705 -123
582   577 5
582   475 107
743   620 123
1,486   1,130 356
3,562   4,149 -587
252   169 83
1,711   1,017 694
841   419 422
1,490   2,331 -841
331   540 -209
166   293 -127
166   148 18
166   143 23
166   84 82
994   903 91
3,054   3,629 -575
5,032   3,650 1,382
2,817   2,562 255
4,856   4,267 589
2,548   3,462 -914
1,015   1,128 -113
863   757 106
2,780   2,174 606
2,017   1,625 392
1,775   1,776 -1
4,831   4,430 401
2,426   2,889 -463
8,186   7,712 474
1,114   794 320
1,275   1,447 -172
1,934   1,316 618
4,522   1,016 3,506
1,239   247 992
2,083   720 1,363
433   170 263
2,020   1,347 673
1,948   1,531 417
462   360 102
1,560   911 649
846   506 340
1,697   1,452 245
1,543   1,406 137
2,610   2,380 230
3,441   2,812 629
1,524   1,122 402
2,011   1,496 515
1,560   1,122 438
2,600   1,906 694
534   379 155
1,734   1,278 456
4,405   4,484 -79
3,396   4,292 -896
323   345 -22
871   360 511
129   48 81
773   485 288
1,738   688 1,050
6,034   4,895 1,139
1,537   809 728
6,662   3,869 2,793
1,356   794 562
601   462 139
193   150 43
3,666   2,810 856
1,674   975 699
1,960   2,778 -818
643   700 -57
189   174 15
2,171   2,096 75
1,499   1,186 313
281   217 64
1,688   1,356 332
2,762   2,113 649
3,155   2,908 247
2,262   2,054 208
898   910 -12
32   31 1
330   457 -127
319   419 -100
342   436 -94
310   377 -67
178   245 -67
189   253 -64
335   391 -56
343   343 0
10,000   10,034 -34
169   281 -112
180   287 -107
196   301 -105
206   309 -103
175   273 -98
195   293 -98
182   264 -82
262   321 -59
255   311 -56
272   326 -54
252   303 -51
263   311 -48
224   272 -48
253   298 -45
251   288 -37
252   289 -37
238   274 -36
240   275 -35
77   106 -29
78   107 -29
83   112 -29
77   105 -28
77   105 -28
84   111 -27
76   102 -26
85   112 -27
77   104 -27
87   113 -26
82   108 -26
83   109 -26
89   114 -25
84   110 -26
90   115 -25
78   103 -25
89   114 -25
86   111 -25
88   113 -25
77   102 -25
77   101 -24
89   112 -23
77   100 -23
86   108 -22
89   110 -21
77   99 -22
78   99 -21
79   98 -19
88   105 -17
91   108 -17
91   108 -17
90   106 -16
91   107 -16
99   115 -16
98   114 -16
91   106 -15
95   109 -14
92   105 -13
245   252 -7
112   115 -3
291   259 32
370   308 62
328   262 66
425   199 226
1,895   861 1,034
6   5 1
495   470 25
5,777   5,459 318
9,458   8,975 483
4,446   3,915 531
10,259   9,058 1,201
12,439   13,567 -1,128
2,585   3,203 -618
746   695 51
2,536   2,384 152
5,161   5,253 -92
6,852   4,956 1,896
6,083   1,302 4,781
10,914   5,084 5,830
959   475 484
3,014   1,999 1,015
3,014   1,335 1,679
1,548   2,017 -469
2,578   1,687 891
3,866   2,720 1,146
501   356 145
1,170   868 302
5,167   3,060 2,107
4,571   4,858 -287
3,307   2,722 585
1,084   589 495
3,856   2,147 1,709
1,355   2,433 -1,078
4,076   3,276 800
1,668   1,457 211
6,671   5,764 907
4,822   3,864 958
1,974   1,437 537
3,125   2,336 789
2,700   2,796 -96
3,861   4,672 -811
552   681 -129
3,253   3,987 -734
397   487 -90
3,367   4,187 -820
4,339   4,353 -14
191   190 1
2,999   2,921 78
979   1,819 -840
980   1,430 -450
537   787 -250
7,855   6,448 1,407
572     572
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       122
b       55
c       -411
d       -243
e       -291
      -217
      -438
      -159
      210
      301
      -286
      0
      -263
      -6
      -83
      -34
      181
      544
      232
      744
      141
      67
      337
      592
      273
      -1,452
      -46
      456
      -97
      -79
      -20
      -12
      1,090
      149
      637
      2,488
      637
      911
      736
      191
      273
      942
      85
      275
      -123
      5
      107
      123
      356
      -587
      83
      694
      422
      -841
      -209
      -127
      18
      23
      82
      91
      -575
      1,382
      255
      589
      -914
      -113
      106
      606
      392
      -1
      401
      -463
      474
      320
      -172
      618
      3,506
      992
      1,363
      263
      673
      417
      102
      649
      340
      245
      137
      230
      629
      402
      515
      438
      694
      155
      456
      -79
      -896
      -22
      511
      81
      288
      1,050
      1,139
      728
      2,793
      562
      139
      43
      856
      699
      -818
      -57
      15
      75
      313
      64
      332
      649
      247
      208
      -12
      1
      -127
      -100
      -94
      -67
      -67
      -64
      -56
      0
      -34
      -112
      -107
      -105
      -103
      -98
      -98
      -82
      -59
      -56
      -54
      -51
      -48
      -48
      -45
      -37
      -37
      -36
      -35
      -29
      -29
      -29
      -28
      -28
      -27
      -26
      -27
      -27
      -26
      -26
      -26
      -25
      -26
      -25
      -25
      -25
      -25
      -25
      -25
      -24
      -23
      -23
      -22
      -21
      -22
      -21
      -19
      -17
      -17
      -17
      -16
      -16
      -16
      -16
      -15
      -14
      -13
      -7
      -3
      32
      62
      66
      226
      1,034
      1
      25
      318
      483
      531
      1,201
      -1,128
      -618
      51
      152
      -92
      1,896
      4,781
      5,830
      484
      1,015
      1,679
      -469
      891
      1,146
      145
      302
      2,107
      -287
      585
      495
      1,709
      -1,078
      800
      211
      907
      958
      537
      789
      -96
      -811
      -129
      -734
      -90
      -820
      -14
      1
      78
      -840
      -450
      -250
      1,407
      572
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 55,579
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 1,369
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 1,369
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 1,369
6 Credits/Payments:
a 2023 estimated tax payments and 2022 overpayment credited to 2023 6a 1,447
b Exempt foreign organizations—tax withheld at source...... 6b 0
c Tax paid with application for extension of time to file (Form 8868)... 6c 0
d Backup withholding erroneously withheld .......... 6d 0
7 Total credits and payments. Add lines 6a through 6d.............. 7 1,447
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 78
11 Enter the amount of line 10 to be: Credited to 2024 estimated taxright arrow78 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
 
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:
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
b
If the answer is "Yes" to line 7, has the foundation furnished a copy of Form 990-PF to the Attorney
General (or designate) of each state as required by General Instruction G? If "No," attach explanation .
8b
Yes
 
9
Is the foundation claiming status as a private operating foundation within the meaning of section 4942(j)(3)
or 4942(j)(5) for calendar year 2023 or the taxable year beginning in 2023? See the instructions for Part XIII.
If "Yes," complete Part XIII .............................
9
 
No
10
Did any persons become substantial contributors during the tax year? If "Yes," attach a schedule listing their names
and addresses. ...............................
10
 
No
11
At any time during the year, did the foundation, directly or indirectly, own a controlled entity within the
meaning of section 512(b)(13)? If "Yes," attach schedule. See instructions .............
11
 
No
12
Did the foundation make a distribution to a donor advised fund over which the foundation or a disqualified person had
advisory privileges? If "Yes," attach statement. See instructions.................
12
 
No
13
Did the foundation comply with the public inspection requirements for its annual returns and exemption application?
13
Yes
 
Website addressright arrowNONE
14
The books are in care ofright arrowCJ WIEGEL Telephone no.right arrow (575) 461-1623

Located atright arrow214 SOUTH SECONDTUCUMCARINM ZIP+4right arrow88401
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)
 
No
(5) Transfer any income or assets to a disqualified person (or make any of either available
for the benefit or use of a disqualified person)? ......................
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
 
 
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
 
No
b
If "Yes," did it have excess business holdings in 2023 as a result of (1) any purchase by the foundation
or disqualified persons after May 26, 1969; (2) the lapse of the 5-year period (or longer period approved
by the Commissioner under section 4943(c)(7)) to dispose of holdings acquired by gift or bequest; or (3)
the lapse of the 10-, 15-, or 20-year first phase holding period? (Use Schedule C, Form 4720, to determine
if the foundation had excess business holdings in 2023.) .....................
3b
 
 
4a
Did the foundation invest during the year any amount in a manner that would jeopardize its charitable purposes?
4a
 
No
b
Did the foundation make any investment in a prior year (but after December 31, 1969) that could jeopardize its
charitable purpose that had not been removed from jeopardy before the first day of the tax year beginning in 2023? ..
4b
 
No
Form 990-PF (2023)
Form 990-PF (2023)
Page 6
Part VI-B
Statements Regarding Activities for Which Form 4720 May Be Required (continued)
5a
During the year did the foundation pay or incur any amount to:
Yes
No
(1) Carry on propaganda, or otherwise attempt to influence legislation (section 4945(e))? ..........
5a(1)
 
No
(2) Influence the outcome of any specific public election (see section 4955); or to carry
on, directly or indirectly, any voter registration drive? ....................
5a(2)
 
No
(3) Provide a grant to an individual for travel, study, or other similar purposes? .............
5a(3)
 
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
 
 
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
CJ WIEGEL CHAIRMAN
0.00 		0 0 0
PO BOX 1304
TUCUMCARI,NM88401
PHILLIP H BIDEGAIN VICE CHAIR
0.00 		0 0 0
5859 QUAY ROAD BK
TUCUMCARI,NM88401
KENTON PERKINS MEMBER
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
GAIL BALZANO MEMBER
0.00 		0 0 0
4073 QUAY ROAD 645
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...................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
NONE
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
1,293,318
b
Average of monthly cash balances.......................
1b
51,119
c
Fair market value of all other assets (see instructions)................
1c
0
d
Total (add lines 1a, b, and c).........................
1d
1,344,437
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
1,344,437
4
Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
instructions) .............................
4
20,167
5
Net value of noncharitable-use assets. Subtract line 4 from line 3. ............
5
1,324,270
6
Minimum investment return. Enter 5% (0.05) of line 5................
6
66,214
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
66,214
2a
Tax on investment income for 2022 from Part V, line 5.......
2a
1,369
b
Income tax for 2022. (This does not include the tax from Part V.) ...
2b
 
c
Add lines 2a and 2b............................
2c
1,369
3
Distributable amount before adjustments. Subtract line 2c from line 1............
3
64,845
4
Recoveries of amounts treated as qualifying distributions................
4
0
5
Add lines 3 and 4............................
5
64,845
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
64,845
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
101,435
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
101,435
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 64,845
2 Undistributed income, if any, as of the end of 2022:
a Enter amount for 2022 only....... 53,273
b Total for prior years:20 , 20, 20 0
3 Excess distributions carryover, if any, to 2022:
a From 2018......  
b From 2019......  
c From 2020......  
d From 2021......  
e From 2022......  
f Total of lines 3a through e ........ 0
4Qualifying distributions for 2023 from Part
XI, line 4: right arrow$ 101,435
a Applied to 2022, but not more than line 2a 53,273
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..... 48,162
e Remaining amount distributed out of corpus 0
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 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 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 .......... 		16,683
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) ... 		0
9 Excess distributions carryover to 2024.
Subtract lines 7 and 8 from line 6a ...... 		0
10 Analysis of line 9:
a Excess from 2019....  
b Excess from 2020....  
c Excess from 2021....  
d Excess from 2022....  
e Excess from 2023....  
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:
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 (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

CENTER STREET UNITED METHODIST CHURCH

406 E CENTER
TUCUMCARI,NM88401 		  NON PROFIT ENTITY CHRISTMAS CANTATA 2,698

HELPING HANDS HOSPICE

624 S 2ND STREET
TUCUMCARI,NM88401 		  NON PROFIT ENTITY HOSPICE CARE FOR THE TERMINALLY ILL PATIENTS IN QUAY COUNTY 30,000

MENTAL HEALTH RESOURCES

1005 S MONROE
TUCUMCARI,NE88401 		  NON PROFIT ENTITY BUILDING MAINTENANCE AND BEHAVIORAL NEEDS FOR QUAY COUNTY 15,000

MONTOYA CEMETARY ASSOCIATION

4331 ROSECLIFF NW
ALBUQUERQUE,NM87114 		  NON PROFIT ENTITY CEMETARY PRESERVATION WITH LANDSCAPING AND GRANITE PLACQUES 2,000

TUCUMCARI CHAMBER OF COMMERCE

404 W TUCUMCARI BLVD
TUCUMCARI,NM88401 		  NON PROFIT ENTITY PROMOTTION OF THE TUCUMCARI QUAY AREA THROUGH MURALS 8,500

TUCUMCARI HISTORICAL RESEARCH

416 S ADAMS
TUCUMCARI,NM88401 		  NON PROFIT ENTITY PRESERVATION OF HISTORICAL RECORDS FOR TUCUMCARI AND SUROUNDING AREA WITH SECURITY SYSTEM 6,237

TUCUMCARI SCHOOLS DIAMOND BACK STEM

1100 S 7TH
TUCUMCARI,NM88401 		  NON PROFIT ENTITY TUCUMCARI SCHOOLS INVENTION TEAM 10,000

DAN C TRIGG MEMORIAL HOSPITAL

301 E MIEL DE LUNA
TUCUMCARI,NM88401 		  NON PROFIT ENTITY PROMOTION OF AREA HOSPITAL WITH NURSING SCHOLARSHIPS PROGRAM 15,000

CITY OF TUCUMCARI

215 E CENTER
TUCUMCARI,NM88401 		  NON PROFIT ENTITY ASSIST CITY OF TUCUMCARI RECREATION DEPARTMENT IN ACTIVITIES FOR YOUTH 12,000
Total .................................right arrow 3a 101,435
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 ........... 		         
4 Dividends and interest from securities ....     14 42,943  
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 55,579  
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 98,522 0
13Total. Add line 12, columns (b), (d), and (e)..................
13
98,522
(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:
CW AND DEE MCMULLEN COMMUNITY
 
FOUNDATION
EIN:
85-0472979
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
LEGAL AND ACCOUNTING 3,897 0   0

TY 2023 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
JP MORGAN CHASE & CO 37,782 32,988
ATLANTICA SUSTAINABLE INFRSTRUCTION 17,652 10,750
VANGUARD INTERNATIONAL HIGH DIVIDEND 18,967 19,947
BLACKROCK HEALTH SCIENCES TR 19,825 20,230
INVESCO STEELPATH MLP SELECT 40 FD CL C 36,939 44,787
LORD ABBETT BOND-DEBENTURE 22,464 20,131
PIMCO INCOME FUND CLASS C 34,947 32,249
COHEN & STEERS PFD SECS & INCOME FD INC CL C 31,980 28,946
FIRST TRUST PERFERRED SECURITIES AND INCOME 20,804 16,860
INVESCO EXCHANGE TRADED FD TR II 26,533 23,080

TY 2023 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
NUVEEN REAL ESTATE INCOME FD COMMON 28,685 19,550
REALITY INCOME CORP 25,019 34,452
WELLTOWER INC COMMON STOCK 16,795 27,051
AIRBUS SE 7,497 11,658
CENOVUS ENERGY INC 13,813 12,471
CHUBB LTD COM 7,047 12,882
MEDTRONIC PLC COM 14,578 13,016
TE CONNECTIVITY LTD 10,247 13,629
ALPHABET INC CLASS A COMMON STOCK 6,622 12,712
AMAZON.COM INC 13,296 16,713
AMERICAN EXPRESS COMPANY 8,690 14,613
APPLIED MATERIALS INC 4,800 9,562
BRISTOL MYERS SQUIBB CO 13,726 11,134
CHEVRON CORPORATION 15,035 13,424
CME GROUP INC 7,379 8,213
COLGATE PALMOLIVE COMPANY 10,814 11,957
CONOCOPHILLIPS COMMON STOCK 7,836 8,821
GOLDMAN SACHS GROUP INC 9,494 14,273
INTERCONTINENTAL EXCHANGE INC 7,455 9,761
JOHNSON & JOHNSON COMMON STOCK 13,966 12,853
JP MORGAN CHASE & CO 9,482 15,309
MARVELL TECHNOLOGY INC COMMON STOCK 7,508 10,072
MASTERCARD INCORPORATED 7,128 8,957
PNC FINANCIAL SVCS GROUP INC 8,369 10,685
RTX CORPORATION COMMON STOCK 13,047 14,893
SEMPRA ENERGY 9,594 11,359
TEXAS INSTRUMENTS INCORPORATED 13,634 14,657
TJX COMPANIES INC NEW 5,089 9,006
UBER TECHNOLOGIES INC COMMON STOCK 9,011 17,178
UNION PACIFIC CORP 9,565 13,755
UNITED PARCEL SVC INC CL B 10,090 13,679
CENTENE CORP DEL 12,615 14,026
CONSTELLATION BRANDS INC CL A 12,658 13,538
CORTEVA INC COMMON STOCK 5,802 8,098
LABORATORY CORP AMER 12,382 14,092
PPG INDUSTRIES INC 12,513 14,805
ROCKWELL AUTOMATION INC 6,831 9,935
SYSCO CORP 12,121 12,140
WATERS CORP 8,688 10,206
WILLIAMS COMPANIES INC 7,509 8,394
GSK PLC 9,977 10,340
RESTAURANT BRANDS INTERNATIONAL INC COM 7,837 10,001
ATT & T INC 13,000 11,394
BLACKROCK INC 5,718 10,553
CHEVRON CORPORATION 5,351 9,099
CISCO SYSTEMS INC 6,184 9,700
CVS HEALTH CORPORATION 7,805 10,502
DUKE ENERGY CORPORATION HOLDING COMPANY 7,880 10,286
GILEAD SCIENCES INC 8,466 10,450
INTERNATIONAL BUSINESS MACHINES CORP 7,937 11,285
LOCKHEED MARTIN CORP 2,295 9,971
PEPSICO INC COMMON STOCK 6,889 8,832
PNC FINANCIAL SVCS GROUP INC 8,905 10,994
UNION PACIFIC CORP 9,122 10,562
US BANCORP DEL COM 14,384 10,777
VERIZON COMMUNICATIONS 12,994 10,971
WILLIAMS COMPANIES INC 8,335 10,066
AMERICAN ELECTRIC POWER 10,501 9,503
CLOROX CO 9,078 9,268
DOMINION ENERGY INC COMMON STOCK 13,051 8,836
CROWN CASTLE INTERNATIONAL CORP 9,989 10,828
DIGITAL REALTY TRUST INC 7,995 10,632
ACCENTURE PLC IRELAND 5,015 5,965
ENDBRIDGE INC 5,955 6,340
MEDTRONIC PLC COM 7,094 6,590
ADOBE INC COMMON STOCK 4,891 5,966
ADVANCED MICOR DEIVICES INC 5,044 7,665
ALPHABET INC CLASS C CAPITAL STOCK 5,769 7,047
AMAZON.COM INC 7,225 7,597
AMGEN INC 5,245 7,201
APPLE INC 6,812 12,129
BROADCOM INC COMMON STOCK 1,474 6,698
COCA COLA COMPANY 6,553 7,956
COSTCO WHOLESALE CORP NEW 4,219 5,941
DEERE & CO 7,619 7,997
ECOLAB INC 7,272 8,331
ELI LILLY & CO 6,358 6,412
GENERAL DYNAMICS CORP 4,528 7,790
HOME DEPOT INC 5,532 8,317
HONEYWELL INTL INC 8,143 8,179
JPMORGAN CHASE & CO 5,649 8,335
MCDONALDS CORP 6,607 8,599
META PLATFORMS INC. 3,688 6,017
MICROSOFT CORP 5,513 14,666
NEXTERA ENERGTY INC 6,898 8,139
NIVIDIA CORP 5,432 7,924
PALO ALTO NETWORKS INC COMMON STOCK 5,226 7,962
PROCTER & GAMBLE CO 7,542 7,327
SELECT SECTOR SPDR TRUST 4,661 8,132
SERVICENOW INC COM 4,322 6,359
STARBUCKS CORP 4,789 5,953
SYNOPSYS INC 3,846 5,664
TEXAS INSTRUMENTS INCORPORATED 5,530 7,671
TRUIST FINANCIAL CORPORATION COMMON STOCK 8,292 9,008
UBER TECHNOLOGIES INC COMMON STOCK 4,007 6,157
UNITEDHEALTH GROUP INC 5,804 11,582
VISA INC CL A COMMON STOCK 9,415 14,059
AXON ENTERPRISE INC 4,582 5,166
DIAMONDBACK ENERGY INC COM 6,603 6,822
REALITY INCOME CORP 7,690 8,096

TY 2023 OtherDecreasesSchedule
Name:
CW AND DEE MCMULLEN COMMUNITY
 
FOUNDATION
EIN:
85-0472979
Description Amount
ADJUSTMENTS TO PRINCIPAL 4,238


TY 2023 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 4,531 0   0
INSURANCE 1,202 0   0
BOX RENT 118 0   0
FEE 21 0   0


TY 2023 OtherIncreasesSchedule
Name:
CW AND DEE MCMULLEN COMMUNITY
 
FOUNDATION
EIN:
85-0472979
Description Amount
NONTAXABLE INCOME 832


TY 2023 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 8,683 0   0


TY 2023 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 169 0   0
PUBLIC REGULATION COMMISSION 10 0   0