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
RALPH T COE CENTER FOR THE ARTS INC
 
Number and street (or P.O. box number if mail is not delivered to street address)1590 PACHECO ST STE B
  Room/suite
City or town, state or province, country, and ZIP or foreign postal code
SANTA FE, NM875054234
A Employer identification number

20-8705481
B Telephone number (see instructions)

(505) 988-9646
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$12,970,318J 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) 169,502
2 Check right arrow.............
3 Interest on savings and temporary cash investments      
4 Dividends and interest from securities... 74,708 74,708 74,708
5a Gross rents............ 23,901 23,901 23,901
b Net rental income or (loss) 23,901
6a Net gain or (loss) from sale of assets not on line 10 224,574
b Gross sales price for all assets on line 6a 720,953
7 Capital gain net income (from Part IV, line 2)... 224,574
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
2,000    
12 Total. Add lines 1 through 11........ 494,685 323,183 98,609
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 115,796 28,949 6,559 80,288
14 Other employee salaries and wages...... 127,625     127,625
15 Pension plans, employee benefits.......        
16a Legal fees (attach schedule)......... Click to see attachment
List of Attached Documents:
// Content
59     59
b Accounting fees (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
5,656 4,242   1,414
c Other professional fees (attach schedule).... Click to see attachment
List of Attached Documents:
// Content
89,144 26,578 26,578 62,566
17 Interest............... 25,487 25,487 25,487  
18 Taxes (attach schedule) (see instructions)... Click to see attachment
List of Attached Documents:
// Content
36,552 17,528 17,528 19,024
19 Depreciation (attach schedule) and depletion... Click to see attachment
List of Attached Documents:
// Content
22,457 22,457 22,457
20 Occupancy.............. 189,501 180,577   8,924
21 Travel, conferences, and meetings....... 5,085     5,085
22 Printing and publications..........        
23 Other expenses (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
147,555     147,555
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 764,917 305,818 98,609 452,540
25 Contributions, gifts, grants paid....... 0 0
26 Total expenses and disbursements. Add lines 24 and 25 764,917 305,818 98,609 452,540
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements -270,232
b Net investment income (if negative, enter -0-) 17,365
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............. 451,605 296,146 296,146
2 Savings and temporary cash investments......... 62,101 275,732 275,732
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 arrow  
Less: allowance for doubtful accounts right arrow        
8 Inventories for sale or use..............      
9 Prepaid expenses and deferred charges..........      
10a Investments—U.S. and state government obligations (attach schedule)   86,629 89,104
b Investments—corporate stock (attach schedule)....... 951,425 Click to see attachment
List of Attached Documents:
// Content
723,925 		1,762,671
c Investments—corporate bonds (attach schedule)....... 799,928 Click to see attachment
List of Attached Documents:
// Content
710,230 		659,085
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).......... 258,489 Click to see attachment
List of Attached Documents:
// Content
231,536 		356,572
14 Land, buildings, and equipment: basis right arrow1,103,044
Less: accumulated depreciation (attach schedule) right arrow95,278 1,091,976 Click to see attachment
List of Attached Documents:
// Content
1,007,766 		1,081,151
15 Other assets (describe right arrow) Click to see attachment
List of Attached Documents:
// Content
7,641,669 		Click to see attachment
List of Attached Documents:
// Content
7,567,798 		Click to see attachment
List of Attached Documents:
// Content
8,449,857
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 11,257,193 10,899,762 12,970,318
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)...... 640,146 Click to see attachment
List of Attached Documents:
// Content
614,472
22 Other liabilities (describe right arrow) Click to see attachment
List of Attached Documents:
// Content
4,758 		Click to see attachment
List of Attached Documents:
// Content
4,985
23 Total liabilities (add lines 17 through 22)......... 644,904 619,457
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........    
27 Paid-in or capital surplus, or land, bldg., and equipment fund    
28 Retained earnings, accumulated income, endowment, or other funds 10,612,289 10,280,305
29 Total net assets or fund balances (see instructions)..... 10,612,289 10,280,305
30 Total liabilities and net assets/fund balances (see instructions). 11,257,193 10,899,762
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
10,612,289
2
Enter amount from Part I, line 27a .....................
2
-270,232
3
Other increases not included in line 2 (itemize) right arrowClick to see attachment
List of Attached Documents:
// Content
3
-61,752
4
Add lines 1, 2, and 3 ..........................
4
10,280,305
5
Decreases not included in line 2 (itemize) right arrow
5
 
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29 .
6
10,280,305
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 DIAGEO ADR EACH REPR4 ORD GBX28.935185 DEO 25243Q205   2023-05-18 2023-11-10
b DIAGEO ADR EACH REPR4 ORD GBX28.935185 DEO 25243Q205   2023-05-22 2023-11-10
c SOLAREDGE TECHNOLOGIES INC SEDG 83417M104   2023-06-28 2023-09-13
d SOLAREDGE TECHNOLOGIES INC SEDG 83417M104   2023-08-11 2023-11-06
e TJX COMPANIES INC TJX XXX-XX-XXXX   2022-04-25 2023-03-03
AMAZON.COM INC AMZN XXX-XX-XXXX   2014-10-28 2023-06-28
AMAZON.COM INC AMZN XXX-XX-XXXX   2014-10-28 2023-07-05
AON PLC SHS CL A COM USD0.01 AON G0403H108   2014-09-03 2023-03-03
APPLE INC AAPL XXX-XX-XXXX   2013-04-29 2023-06-28
APPLE INC AAPL XXX-XX-XXXX   2013-04-29 2023-07-05
ARRAY TECHNOLOGIES INC COM SHS ARRY 04271T100   2020-10-15 2023-06-28
BECTON DICKINSON COCOM USD1.00 BDX XXX-XX-XXXX   2018-10-11 2023-07-05
BECTON DICKINSON COCOM USD1.00 BDX XXX-XX-XXXX   2018-10-11 2023-11-10
BERKSHIRE HATHAWAY INC COM USD0.0033 CLA BRKB XXX-XX-XXXX   2015-10-22 2023-03-03
BERKSHIRE HATHAWAY INC COM USD0.0033 CLA BRKB XXX-XX-XXXX   2015-10-22 2023-07-05
BERKSHIRE HATHAWAY INC COM USD0.0033 CLA BRKB XXX-XX-XXXX   2015-10-22 2023-08-23
BORG WARNER INC COM USD0.01 BWA XXX-XX-XXXX   2021-02-26 2023-06-28
BORG WARNER INC COM USD0.01 BWA XXX-XX-XXXX   2021-02-26 2023-07-07
BROADCOM INC COM AVGO 11135F101   2018-06-07 2023-06-15
COMCAST CORP CMCSA 20030N101   2015-07-21 2023-05-10
COMCAST CORP CMCSA 20030N101   2015-07-21 2023-07-14
FIDELITY CONSERVATIVE INCOME BND INST CL FCNVX XXX-XX-XXXX   2018-02-22 2023-03-23
FIDELITY CONSERVATIVE INCOME BND INST CL FCNVX XXX-XX-XXXX   2018-12-18 2023-03-23
FIDELITY NATL INFORMATION SERVICESCOM US FIS 31620M106   2016-03-24 2023-03-13
FIDELITY OVERSEAS FOSFX XXX-XX-XXXX   2015-02-26 2023-03-03
FIRST REPUBLIC BANK SAN FRANCISCO COM US FRCB 33616C100   2014-09-04 2023-03-17
FIRST SOLAR INC FSLR XXX-XX-XXXX   2019-10-25 2023-03-13
ISHARES TR ISHARES SEMICDTR SOXX XXX-XX-XXXX   2017-12-12 2023-06-28
LKQ CORP LKQ XXX-XX-XXXX   2014-10-17 2023-03-03
MICROSOFT CORP MSFT XXX-XX-XXXX   2022-03-07 2023-06-28
MICROSOFT CORP MSFT XXX-XX-XXXX   2014-03-06 2023-07-05
MONDELEZ INTL INC COM NPV MDLZ XXX-XX-XXXX   2014-08-25 2023-06-15
MONDELEZ INTL INC COM NPV MDLZ XXX-XX-XXXX   2014-08-25 2023-07-05
NVR INC COM USD0.01 NVR 62944T105   2020-11-30 2023-03-03
PHINIA INC COMMON STOCK PHIN 71880K101   2021-02-26 2023-07-07
QUANTA SERVICES COM USD0.00001 PWR 74762E102   2021-07-09 2023-08-16
QUANTA SERVICES COM USD0.00001 PWR 74762E102   2021-07-13 2023-08-16
TJX COMPANIES INC TJX XXX-XX-XXXX   2022-04-25 2023-08-23
VANECK ETF TRUST PHARMACEUTCL ETF PPH 92189F692   2022-04-26 2023-07-05
VISA INC V 92826C839   2014-10-17 2023-07-05
WASTE MANAGEMENT INC WM 94106L109   2018-06-22 2023-06-28
WASTE MANAGEMENT INC WM 94106L109   2018-06-22 2023-07-05
(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 17,692   22,207 -4,515
b 17,692   22,300 -4,608
c 7,295   12,882 -5,587
d 3,567   8,812 -5,245
e 19,319   15,760 3,559
26,132   2,961 23,171
12,976   1,481 11,495
30,139   8,782 21,357
18,935   1,517 17,418
19,150   1,517 17,633
5,263   7,399 -2,136
6,502   5,864 638
40,904   41,051 -147
30,928   13,651 17,277
8,509   3,413 5,096
8,835   3,413 5,422
21,055   20,322 733
20,296   17,366 2,930
17,674   5,300 12,374
11,928   9,625 2,303
33,615   25,667 7,948
39,579   39,698 -119
50,000   50,000  
20,443   25,036 -4,593
25,000   18,853 6,147
9,823   17,201 -7,378
20,312   5,256 15,056
12,571   4,193 8,378
14,475   6,582 7,893
16,849   14,131 2,718
16,947   1,901 15,046
7,342   3,566 3,776
14,636   7,132 7,504
26,175   20,128 6,047
2,967   2,956 11
15,131   6,738 8,393
5,044   2,249 2,795
8,998   6,304 2,694
3,882   3,909 -27
23,908   5,158 18,750
4,186   2,049 2,137
4,279   2,049 2,230
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       -4,515
b       -4,608
c       -5,587
d       -5,245
e       3,559
      23,171
      11,495
      21,357
      17,418
      17,633
      -2,136
      638
      -147
      17,277
      5,096
      5,422
      733
      2,930
      12,374
      2,303
      7,948
      -119
       
      -4,593
      6,147
      -7,378
      15,056
      8,378
      7,893
      2,718
      15,046
      3,776
      7,504
      6,047
      11
      8,393
      2,795
      2,694
      -27
      18,750
      2,137
      2,230
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 2 224,574
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 -16,396
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) 1 241
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  
3 Add lines 1 and 2........................... 3 241
4 Subtitle A (income) tax (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 4  
5 Tax based on investment income. Subtract line 4 from line 3. If zero or less, enter -0- ..... 5 241
6 Credits/Payments:
a 2023 estimated tax payments and 2022 overpayment credited to 2023 6a  
b Exempt foreign organizations—tax withheld at source...... 6b  
c Tax paid with application for extension of time to file (Form 8868)... 6c  
d Backup withholding erroneously withheld .......... 6d  
7 Total credits and payments. Add lines 6a through 6d.............. 7  
8 Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached. 8  
9 Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed.......right arrow 9 241
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...right arrow 10  
11 Enter the amount of line 10 to be: Credited to 2024 estimated taxright arrow   Refundedright arrow 11  
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$   (2) On foundation managers.right arrow$  
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.right arrow$  
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
 
No
7
Did the foundation have at least $5,000 in assets at any time during the year? If "Yes," complete Part II, col. (c),
and Part 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
Yes
 
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 arrowWWW.RALPHTCOECENTER.ORG
14
The books are in care ofright arrowRACHEL WIXOM Telephone no.right arrow (505) 988-9646

Located atright arrow1590 PACHECO ST STE BSANTA FENM ZIP+4right arrow87505
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
RACHEL DE WIXOM PRESIDNET, EX OFFICIO
040.00 		115,796    
2 WHITEWATER COURT
SANTA FE,NM87505
VANESSA ELMORE SECRETARY
001.00 		0    
2514 CAMINO SAN PATRICIO
SANTA FE,NM87505
KENNETH JOHNSON CHAIRMAN
001.00 		0    
PO BOX 23296
SANTA FE,NM87502
WILL WILSON DIRECTOR
001.00 		0    
2913 CAMINO DEL BOSQUE
SANTA FE,NM87507
RANDY J BROKESHOULDER DIRECTOR
001.00 		0    
996 CALLE VIANSOON APT B
SANTA FE,NM87507
JESSA RAE GROWING THUNDER DIRECTOR
001.00 		0    
PO BOX 242
SANDIA PARK,NM87047
LAURENCE A G MOSS VICE CHAIRMAN
001.00 		0    
521 JUNIPER DR
SANTA FE,NM87501
2 Compensation of five highest-paid employees (other than those included on line 1—see instructions). If none, enter “NONE."
(a) Name and address of each employee paid more than $50,000 (b) Title, and average
hours per week
devoted to position 		(c) Compensation (d) Contributions to
employee benefit
plans and deferred
compensation 		(e) Expense account,
other allowances
NONE
Total number of other employees paid over $50,000...................right arrow  
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 arrow  
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 SEE STATEMENT OF DIRECT CHARITABLE ACTIVITIES 452,540
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 N/A  
2  
All other program-related investments. See instructions.
3  
Total. Add lines 1 through 3.........................right arrow  
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
2,889,458
b
Average of monthly cash balances.......................
1b
542,792
c
Fair market value of all other assets (see instructions)................
1c
0
d
Total (add lines 1a, b, and c).........................
1d
3,432,250
e
Reduction claimed for blockage or other factors reported on lines 1a and
1c (attach detailed explanation) .............
1e
 
2
Acquisition indebtedness applicable to line 1 assets..................
2
 
3
Subtract line 2 from line 1d.........................
3
3,432,250
4
Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
instructions) .............................
4
51,484
5
Net value of noncharitable-use assets. Subtract line 4 from line 3. ............
5
3,380,766
6
Minimum investment return. Enter 5% (0.05) of line 5................
6
169,038
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
 
2a
Tax on investment income for 2022 from Part V, line 5.......
2a
 
b
Income tax for 2022. (This does not include the tax from Part V.) ...
2b
 
c
Add lines 2a and 2b............................
2c
 
3
Distributable amount before adjustments. Subtract line 2c from line 1............
3
 
4
Recoveries of amounts treated as qualifying distributions................
4
 
5
Add lines 3 and 4............................
5
 
6
Deduction from distributable amount (see instructions).................
6
 
7
Distributable amount as adjusted. Subtract line 6 from line 5. Enter here and on Part XII, line 1 ...
7
0
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 Click to see attachment
List of Attached Documents:
// Content
..........
1a
452,540
b
Program-related investments—total from Part VIII-B..................
1b
 
2
Amounts paid to acquire assets used (or held for use) directly in carrying out charitable, etc.,
purposes...............................
2
 
3
Amounts set aside for specific charitable projects that satisfy the:
a
Suitability test (prior IRS approval required)....................
3a
 
b
Cash distribution test (attach the required schedule) .................
3b
 
4
Qualifying distributions. Add lines 1a through 3b. Enter here and on Part XII, line 4. .......
4
452,540
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  
2 Undistributed income, if any, as of the end of 2022:
a Enter amount for 2022 only.......  
b Total for prior years:20 , 20, 20  
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 ........  
4Qualifying distributions for 2023 from Part
XI, line 4: right arrow$  
a Applied to 2022, but not more than line 2a  
b Applied to undistributed income of prior years
(Election required—see instructions)..... 		 
c Treated as distributions out of corpus (Election
required—see instructions)........ 		 
d Applied to 2023 distributable amount.....  
e Remaining amount distributed out of corpus  
5 Excess distributions carryover applied to 2023.    
(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  
b Prior years’ undistributed income. Subtract
line 4b from line 2b .......... 		 
c Enter the amount of prior years’ undistributed
income for which a notice of deficiency has
been issued, or on which the section 4942(a)
tax has been previously assessed...... 		 
d Subtract line 6c from line 6b. Taxable amount
—see instructions ........... 		 
e Undistributed income for 2022. Subtract line
4a from line 2a. Taxable amount—see
instructions ............. 		 
f Undistributed income for 2023. Subtract
lines 4d and 5 from line 1. This amount must
be distributed in 2024 .......... 		 
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) ....... 		 
8 Excess distributions carryover from 2018 not
applied on line 5 or line 7 (see instructions) ... 		 
9 Excess distributions carryover to 2024.
Subtract lines 7 and 8 from line 6a ...... 		 
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
2012-03-19
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
0       0
b 85% (0.85) of line 2a .........          
c Qualifying distributions from Part XI,
line 4 for each year listed ..... 		452,540 290,766 177,457 152,442 1,073,205
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 .... 		452,540 290,766 177,457 152,442 1,073,205
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 .. 		112,692 132,183 148,071 143,563 536,509
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 email address of the person to whom applications should be addressed:
bThe form in which applications should be submitted and information and materials they should include:
cAny submission deadlines:
dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
factors:
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
Total .................................right arrow 3a  
bApproved for future payment
Total ................................. right arrow 3b  
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
aCONTRIBUTIONS AND GRANTS     41   169,502
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    
4 Dividends and interest from securities ....     14 74,708  
5 Net rental income or (loss) from real estate:
aDebt-financed property......     16 23,901  
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 ............ 		    18 224,574  
9 Net income or (loss) from special events:          
10 Gross profit or (loss) from sales of inventory          
11 Other revenue:
aREBATES 		    41   2,000
b
c
d
e
12 Subtotal. Add columns (b), (d), and (e) ..   323,183 171,502
13Total. Add line 12, columns (b), (d), and (e)..................
13
494,685
(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.)
11A REBATES RECEVIED ON PURCHASES FOR EXEMPT PURPOSE
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: 23017659
Software Version: 23.1.0.0


Form 990PF - Special Condition Description:
Special Condition Description
Schedule B
(Form 990)
Department of the Treasury
Internal Revenue Service
Schedule of Contributors

Arrow Bullet Attach to Form 990, 990-EZ, or 990-PF.
Arrow Bullet Go to www.irs.gov/Form990 for the latest information.
OMB No. 1545-0047
2023
Name of the organization
RALPH T COE CENTER FOR THE ARTS INC
 
Employer identification number

20-8705481
Organization type (check one):
Filers of:
Section:
Form 990 or 990-EZ






Form 990-PF




Check if your organization is covered by the General Rule or a Special Rule.  
Note: Only a section 501(c)(7), (8), or (10) organization can check boxes for both the General Rule and a Special Rule. See instructions.
General Rule
Special Rules
......... Arrow Bullet $  
Caution: An organization that isn't covered by the General Rule and/or the Special Rules doesn't file Schedule B (Form 990,
990-EZ, or 990-PF), but it must answer “No” on Part IV, line 2, of its Form 990; or check the box on line H of its Form 990-EZ
or on its Form 990PF, Part I, line 2, to certify that it doesn't meet the filing requirements of Schedule B (Form 990,
990-EZ, or 990-PF).
For Paperwork Reduction Act Notice, see the Instructions
for Form 990, 990-EZ, or 990-PF.
Cat. No. 30613XSchedule B (Form 990) (2023)
Schedule B (Form 990) (2023) Page 2
Name of organization
RALPH T COE CENTER FOR THE ARTS INC
  		Employer identification number
20-8705481
Part I
Contributors
Contributors (see instructions). Use duplicate copies of Part I if additional space is needed.
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
1
STATE OF NEW MEXICO
407 GALISTEO ST
 
SANTA FE, NM87501

$ 16,981


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
2
CATHERINE AND NICK CARLOZZI
75 BLUESTEM DR
 
SANTA FE, NM87506

$ 10,000


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
3
THE HENRY LUCE FOUNDATION
41 MADISON AVE 27TH FLOOR
 
NEW YORK, NY10010

$ 100,000


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

$  


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

$  


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

$  


(Complete Part II for noncash contributions.)
Schedule B (Form 990) (2023)
Schedule B (Form 990) (2023)
Page 3
Name of organization
RALPH T COE CENTER FOR THE ARTS INC
  		Employer identification number

20-8705481
Part II
Noncash Property (see instructions). Use duplicate copies of Part II if additional space is needed.
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
 
$    
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
 
$    
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
 
$    
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
 
$    
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
 
$    
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
 
$    
Schedule B (Form 990) (2023)
Schedule B (Form 990) (2023)
Page 4
Name of organization
RALPH T COE CENTER FOR THE ARTS INC
  		Employer identification number

20-8705481
Part III
Exclusively religious, charitable, etc., contributions to organizations described in section 501(c)(7), (8), or (10) that total more than $1,000 for the year from any one contributor. Complete columns (a) through (e) and the following line entry. For organizations completing Part III, enter the total of exclusively religious, charitable, etc., contributions of $1,000 or less for the year. (Enter this information once. See instructions.) Arrow Bullet$  
Use duplicate copies of Part III if additional space is needed.
(a)
No. from Part I		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
 
(e) Transfer of gift
Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
 
 
     
 
(a)
No. from Part I		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
 
(e) Transfer of gift
Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
 
 
     
 
(a)
No. from Part I		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
 
(e) Transfer of gift
Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
 
 
     
 
(a)
No. from Part I		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
 
(e) Transfer of gift
Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
 
 
     
 
Schedule B (Form 990) (2023)
Additional Data


Software ID: 23017659
Software Version: 23.1.0.0

TY 2023 AccountingFeesSchedule
Name:
RALPH T COE CENTER FOR THE ARTS INC
EIN:
20-8705481
Software ID:
23017659
Software Version:
23.1.0.0
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
ACCOUNTING FEES 5,656 4,242   1,414

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

TY 2023 DepreciationSchedule
Name:
RALPH T COE CENTER FOR THE ARTS INC
EIN:
20-8705481
Software ID:
23017659
Software Version:
23.1.0.0
Description of Property Date Acquired Cost or Other Basis Prior Years' Depreciation Computation Method Rate /
Life (# of years)		 Current Year's Depreciation Expense Net Investment Income Adjusted Net Income Cost of Goods Sold Not Included
FURNITURE AND FIXTURES   50,457 50,457            
BUILDING AND REAL ESTATE   1,149,073 79,554     22,457 22,457 22,457  

TY 2023 GeneralExplanationAttachment
Name:
RALPH T COE CENTER FOR THE ARTS INC
EIN:
20-8705481
Software ID:
23017659
Software Version:
23.1.0.0
Identifier Return Reference Explanation
  STATEMENT OF CHARITABLE PURPOSE The Ralph T. Coe Center for the Arts is dedicated to cultural and ed STATEMENT OF CHARITABLE PURPOSE The Ralph T. Coe Center for the Arts is dedicated to cultural and educational enrichment through programs focused on Indigenous art. Our HandsOn Curatorial Program artist residencies and exhibitions provided over 2500 individuals with opportunities to engage with our collection and participate in meaningful cultural activities. The Coes initiatives including free public tours and partnerships with local organizations continue to foster community engagement and promote the understanding and appreciation of Native art.

TY 2023 InvestmentsCorpBondsSchedule
Name:
RALPH T COE CENTER FOR THE ARTS INC
EIN:
20-8705481
Software ID:
23017659
Software Version:
23.1.0.0
Name of Bond End of Year Book Value End of Year Fair Market Value
DODGE COX INCOME FUND 225,100 204,934
VANGUARD SHORT TERM INVMT GRAND ADMIRAL 285,130 278,877
JPMORGAN MORTGAGE BACK SEC CLASSI 200,000 175,274

TY 2023 InvestmentsCorpStockSchedule
Name:
RALPH T COE CENTER FOR THE ARTS INC
EIN:
20-8705481
Software ID:
23017659
Software Version:
23.1.0.0
Name of Stock End of Year Book Value End of Year Fair Market Value
100 shares of AON PLC COMMON 8,782 29,102
1050 shares of BROOKFIELD INFRAST PARTNERS LP 17,709 33,065
1000 shares of ALAPHABET INC 25,907 140,930
700 shares of AMAZON 10,365 106,358
800 shares of APPLE INC 12,138 154,024
175 shares of BERKSHIRE HATHAWAY INC 23,889 62,416
80 shares of BRAODCOM INC 21,199 89,300
600 shares of CVS HEALTH CORPORATION 42,807 47,376
150 shares of DANAHER CORP 7,711 34,701
300 shares of DISNEY WALT CO 26,670 27,087
150 shares of FIRST SOLAR INC 7,884 25,842
750 shares of LKQ CORP 19,745 35,843
300 shares of LOWES COMPANIES INC 15,764 66,765
450 shares of MICROSOFT CORP 16,612 169,218
600 shares of MONDELEZ INTL INC 21,396 43,458
350 shares of PNC FINANCIAL SERVICES 42,877 54,198
400 shares of PROGRESSIVE CORP 30,244 63,712
60 shares of THERMO FISHER SCIENTIFIC INC 6,746 31,847
400 shares of TRIMBLE INC 14,823 21,280
75 shares of ULTA BEAUTY INC 17,563 36,749
300 shares of VISA INC 15,473 78,105
150 shares of WASTE MANAGEMENT INC 12,294 26,865
250 shares of ARRAY TECHNOLOGIES INC 7,112 4,200
1200 shares of BLOOM ENERGY CORP 19,619 17,760
5 shares of NVR INC 20,128 35,002
225 shares of BROOKFIELD INFRASTRUCTURE CORP 3,160 7,938
3500 shares of IBERDROLA SA EURO 39,950 45,893
175 shares of QUANTA SERVICES COM 15,721 37,765
900 shares of REXEL EUR5 ISIN 20,762 24,626
85 shares of LINDE PLC COM EUR 23,797 34,910
400 shares of TJX COMPANIES 25,216 37,524
50 shares of TYLER TECHNOLOGIES INC 19,604 20,906
100 shares of VALMONT INDUSTRIES INC 21,967 23,351
125 shares of APTIV PLC COM 13,888 11,215
400 shares of MERCK CO 42,611 43,608
65 shares of PALO ALTO NETWORKS INC COM 15,360 19,167
250 shares of VERAL TO CORP COM SHS 16,432 20,565

TY 2023 InvestmentsOtherSchedule2
Name:
RALPH T COE CENTER FOR THE ARTS INC
EIN:
20-8705481
Software ID:
23017659
Software Version:
23.1.0.0
Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
FIDELITY OVERSEAS STOCK FUND AT COST 93,089 136,105
ISHARE TR PHLX SEMICONDUCTOR AT COST 16,771 57,610
ISHARE TR NASDAQ BIOTECH AT COST 26,606 40,755
AMERICAN TOWER CORP AT COST 13,974 32,382
AVALONBAY COMMUNITIES INC COM AT COST 26,365 32,764
VANECK ETF TRUST PAHRMA AT COST 54,731 56,956

TY 2023 LandEtcSchedule2
Name:
RALPH T COE CENTER FOR THE ARTS INC
EIN:
20-8705481
Software ID:
23017659
Software Version:
23.1.0.0
Category / Item Cost / Other Basis Accumulated Depreciation Book Value End of Year Fair Market Value
FURNITURE AND FIXTURES 11,214 11,214    
OFFICE EQUIPMENT 2,170 2,170    
LAND 273,197   273,197 273,197
BUILDINGS 807,954 73,385 734,569 807,954
IMPROVEMENTS 8,509 8,509    


TY 2023 LegalFeesSchedule
Name:
RALPH T COE CENTER FOR THE ARTS INC
EIN:
20-8705481
Software ID:
23017659
Software Version:
23.1.0.0
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
LEGAL FEES 59     59


TY 2023 MortgagesAndNotesPayableSch
Name:
RALPH T COE CENTER FOR THE ARTS INC
EIN:
20-8705481
Software ID:
23017659
Software Version:
23.1.0.0
Total Mortgage Amount: 700,000

Item No. 1
Lender's Name NM BANK AND TRUST
Lender's Title MORTGAGE
Relationship to Insider  
Original Amount of Loan 700,000
Balance Due 614,472
Date of Note 2020-06
Maturity Date  
Repayment Terms  
Interest Rate  
Security Provided by Borrower REAL ESTATE
Purpose of Loan BUILDING PURCHASE
Description of Lender Consideration  
Consideration FMV  


TY 2023 OtherAssetsSchedule
Name:
RALPH T COE CENTER FOR THE ARTS INC
EIN:
20-8705481
Software ID:
23017659
Software Version:
23.1.0.0
Description Beginning of Year - Book Value End of Year - Book Value End of Year - Fair Market Value
LIBRARY COLLECTION 44,853 44,853 38,693
RALPH T COE ART COLLECTION 7,522,945 7,522,945 8,411,164
EMPLOYEE RETENTION CREDIT APPLIED FOR 2020 23,354    
EMPLOYEE RETENTION CREDIT APPLIED FOR 2021 50,517    


TY 2023 OtherExpensesSchedule
Name:
RALPH T COE CENTER FOR THE ARTS INC
EIN:
20-8705481
Software ID:
23017659
Software Version:
23.1.0.0
Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
ADVERTISING 23,167     23,167
BUSINESS REGISTRATION 95     95
EXHIBITION AND EVENT COSTS 2,268     2,268
OFFICE EXPENSE AND SUPPLIES 8,019     8,019
POSTAGE AND SHIPPING 26     26
PROFESSIONAL EDUCATION 810     810
COMMUNICATIONS AND INTERNET 1,795     1,795
SECURITY 2,053     2,053
MISC EXPENSES 901     901
MEMBERSHIPS SUBSCRIPTIONS 1,681     1,681
COMPUTER COSTS 10,369     10,369
INSURANCE PROPERTY COLLECTION 18,518     18,518
SIGNAGE 188     188
FUNDRAISING 42,609     42,609
SOFTWARE LICENSING 11,314     11,314
VOLUNTEER EXPENSES 131     131
WEBSITE SOCIAL MEDIA 426     426
PROGRAM COSTS 23,185     23,185


TY 2023 OtherIncomeSchedule2
Name:
RALPH T COE CENTER FOR THE ARTS INC
EIN:
20-8705481
Software ID:
23017659
Software Version:
23.1.0.0
Description Revenue And Expenses Per Books Net Investment Income Adjusted Net Income
REBATES 2,000    


TY 2023 OtherIncreasesSchedule
Name:
RALPH T COE CENTER FOR THE ARTS INC
EIN:
20-8705481
Software ID:
23017659
Software Version:
23.1.0.0
Description Amount
PRIOR PERIOD AUDIT ADJUSTMENT -61,752


TY 2023 OtherLiabilitiesSchedule
Name:
RALPH T COE CENTER FOR THE ARTS INC
EIN:
20-8705481
Software ID:
23017659
Software Version:
23.1.0.0
Description Beginning of Year - Book Value End of Year - Book Value
CREDIT CARD PAYABLE 1,812 2,435
PAYROLL TAXES PAYABLE 1,471 1,075
SECURITY DEPOSIT 1,475 1,475


TY 2023 OtherProfessionalFeesSchedule
Name:
RALPH T COE CENTER FOR THE ARTS INC
EIN:
20-8705481
Software ID:
23017659
Software Version:
23.1.0.0
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
INVESTMENT ADVISORY FEES 26,578 26,578 26,578  
CONTRACTOR FEE 62,566     62,566


TY 2023 TaxesSchedule
Name:
RALPH T COE CENTER FOR THE ARTS INC
EIN:
20-8705481
Software ID:
23017659
Software Version:
23.1.0.0
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
FOREIGN TAX ON INVESTMENTS INCOME 488 488 488  
PAYROLL TAXES 19,024     19,024
REAL ESTATE TAXES 17,040 17,040 17,040