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
2024
Open to Public Inspection
For calendar year 2024, or tax year beginning 01-01-2024 , and ending 12-31-2024
Name of foundation
CON ALMA HEALTH FOUNDATION INC
 
Number and street (or P.O. box number if mail is not delivered to street address)144 PARK AVENUE
 
Room/suite
City or town, state or province, country, and ZIP or foreign postal code
SANTA FE, NM875011833
A Employer identification number

85-0484396
B Telephone number (see instructions)

(505) 438-0776
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$33,567,060
J 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) 34,720
2 Check right arrow.............
3 Interest on savings and temporary cash investments 152,033 152,033  
4 Dividends and interest from securities... 833,088 833,088  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 284,413
b Gross sales price for all assets on line 6a 1,282,996
7 Capital gain net income (from Part IV, line 2)... 284,413
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........ 1,304,254 1,269,534  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 152,917 15,292   76,459
14 Other employee salaries and wages...... 269,932 13,117   154,089
15 Pension plans, employee benefits....... 105,209 1,386   63,125
16a Legal fees (attach schedule).........        
b Accounting fees (attach schedule)....... 44,590 14,715   0
c Other professional fees (attach schedule).... 23,282 0   13,474
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... 16,344 0   0
19 Depreciation (attach schedule) and depletion... 23,890 0  
20 Occupancy.............. 20,419 0   10,288
21 Travel, conferences, and meetings....... 22,665 227   14,070
22 Printing and publications..........        
23 Other expenses (attach schedule)....... 151,329 44,243   77,074
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 830,577 88,980   408,579
25 Contributions, gifts, grants paid....... 1,121,000 1,026,000
26 Total expenses and disbursements. Add lines 24 and 25 1,951,577 88,980   1,434,579
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements -647,323
b Net investment income (if negative, enter -0-) 1,180,554
c Adjusted net income (if negative, enter -0-)...  
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2024)
Form 990-PF (2024)
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............. 65,360 201,141 201,141
2 Savings and temporary cash investments......... 3,002,841 1,870,590 1,870,590
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.......... 8,268 12,784 12,784
10a Investments—U.S. and state government obligations (attach schedule) 1,028,119 Click to see attachment
List of Attached Documents:
// Content
1,400,329
1,400,329
b Investments—corporate stock (attach schedule).......      
c Investments—corporate bonds (attach schedule)....... 1,493,772 0 0
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).......... 26,530,490 Click to see attachment
List of Attached Documents:
// Content
29,535,942
29,535,942
14 Land, buildings, and equipment: basis right arrow1,083,034
Less: accumulated depreciation (attach schedule) right arrow536,760 570,165 Click to see attachment
List of Attached Documents:
// Content
546,274
546,274
15 Other assets (describe right arrow) Click to see attachment
List of Attached Documents:
// Content
1,667
Click to see attachment
List of Attached Documents:
// Content
0
Click to see attachment
List of Attached Documents:
// Content
0
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 32,700,682 33,567,060 33,567,060
Liabilities 17 Accounts payable and accrued expenses.......... 87,753 7,722
18 Grants payable................. 580,000 295,000
19 Deferred revenue.................    
20 Loans from officers, directors, trustees, and other disqualified persons    
21 Mortgages and other notes payable (attach schedule)......    
22 Other liabilities (describe right arrow) Click to see attachment
List of Attached Documents:
// Content
61,411
Click to see attachment
List of Attached Documents:
// Content
54,472
23 Total liabilities (add lines 17 through 22)......... 729,164 357,194
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........... 2,687,828 4,766,295
25 Net assets with donor restrictions............ 29,283,690 28,443,571
Foundations that do not follow FASB ASC 958, check here right arrow
and complete lines 26 through 30.
26 Capital stock, trust principal, or current funds........    
27 Paid-in or capital surplus, or land, bldg., and equipment fund    
28 Retained earnings, accumulated income, endowment, or other funds    
29 Total net assets or fund balances (see instructions)..... 31,971,518 33,209,866
30 Total liabilities and net assets/fund balances (see instructions). 32,700,682 33,567,060
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
31,971,518
2
Enter amount from Part I, line 27a .....................
2
-647,323
3
Other increases not included in line 2 (itemize) right arrowClick to see attachment
List of Attached Documents:
// Content
3
1,885,671
4
Add lines 1, 2, and 3 ..........................
4
33,209,866
5
Decreases not included in line 2 (itemize) right arrow
5
0
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29 .
6
33,209,866
Form 990-PF (2024)
Form 990-PF (2024)
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 PUBLICLY TRADED SECURITIES P    
b
c
d
e
(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 1,282,996   998,583 284,413
b
c
d
e
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       284,413
b
c
d
e
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 2 284,413
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 16,410
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 16,410
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 16,410
6 Credits/Payments:
a 2024 estimated tax payments and 2023 overpayment credited to 2024 6a 22,480
b Exempt foreign organizations—tax withheld at source...... 6b 0
c Tax paid with application for extension of time to file (Form 8868)... 6c 2,043
d Backup withholding erroneously withheld .......... 6d 0
7 Total credits and payments. Add lines 6a through 6d.............. 7 24,523
8 Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached. Click to see attachment
List of Attached Documents:
// Content
8 7
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 8,106
11 Enter the amount of line 10 to be: Credited to 2025 estimated taxright arrow8,106 Refundedright arrow 11 0
Form 990-PF (2024)
Form 990-PF (2024)
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 2024 or the taxable year beginning in 2024? 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 arrowWWW.CONALMA.ORG
14
The books are in care ofright arrowTHE FOUNDATION Telephone no.right arrow (505) 438-0776

Located atright arrow144 PARK AVENUESANTA FENM ZIP+4right arrow875011833
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 2024, 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 (2024)
Form 990-PF (2024)
Page 5
Part VI-B
Statements Regarding Activities for Which Form 4720 May Be Required
File Form 4720 if any item is checked in the "Yes" column, unless an exception applies.
Yes
No
1a
During the year did the foundation (either directly or indirectly):
(1) Engage in the sale or exchange, or leasing of property with a disqualified person? ...........
1a(1)
 
No
(2) Borrow money from, lend money to, or otherwise extend credit to (or accept it from)
a disqualified person? ..............................
1a(2)
 
No
(3) Furnish goods, services, or facilities to (or accept them from) a disqualified person? ...........
1a(3)
 
No
(4) Pay compensation to, or pay or reimburse the expenses of, a disqualified person? ............
1a(4)
Yes
 
(5) Transfer any income or assets to a disqualified person (or make any of either available
for the benefit or use of a disqualified person)? ......................
1a(5)
 
No
(6) Agree to pay money or property to a government official? (Exception. Check "No"
if the foundation agreed to make a grant to or to employ the official for a period
after termination of government service, if terminating within 90 days.) ...............
1a(6)
 
No
b
If any answer is "Yes" to 1a(1)–(6), did any of the acts fail to qualify under the exceptions described in Regulations
section 53.4941(d)-3 or in a current notice regarding disaster assistance? See instructions ..........
1b
 
No
c
Organizations relying on a current notice regarding disaster assistance check here ........right arrow
d
Did the foundation engage in a prior year in any of the acts described in 1a, other than excepted acts,
that were not corrected before the first day of the tax year beginning in 2024? .............
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 2024, did the foundation have any undistributed income (Part XII, lines 6d
and 6e) for tax year(s) beginning before 2024?....................
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 2024 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 2024.) .....................
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 2024? ..
4b
 
No
Form 990-PF (2024)
Form 990-PF (2024)
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
DENISE HERRERA OUTGOING EXECUTIVE DIRECTOR
40.00
14,490 67 0
144 PARK AVE
SANTA FE,NM87501
LINDA CANDELARIA EXECUTIVE DIRECTOR
40.00
138,427 9,380 0
144 PARK AVE
SANTA FE,NM87501
NATHAN PADILLA PRESIDENT
1.00
0 0 0
144 PARK AVE
SANTA FE,NM87501
TERRI TEWART VICE PRESIDENT
1.00
0 0 0
144 PARK AVE
SANTA FE,NM87501
ROBERT APODACA SECRETARY
1.00
0 0 0
144 PARK AVE
SANTA FE,NM87501
STEVE GABER TREASURER
1.00
0 0 0
144 PARK AVE
SANTA FE,NM87501
CHRIS CHAVEZ TRUSTEE
1.00
0 0 0
144 PARK AVE
SANTA FE,NM87501
RAINEY ENJADY TRUSTEE
1.00
0 0 0
144 PARK AVE
SANTA FE,NM87501
OPHELIA HUDSON TRUSTEE
1.00
0 0 0
144 PARK AVE
SANTA FE,NM87501
LORI MARTINEZ TRUSTEE
1.00
0 0 0
144 PARK AVE
SANTA FE,NM87501
LORRINA SEGOVIA TRUSTEE
1.00
0 0 0
144 PARK AVE
SANTA FE,NM87501
SUSIE TRUJILLO TRUSTEE
1.00
0 0 0
144 PARK AVE
SANTA FE,NM87501
BEA VALLO TRUSTEE
1.00
0 0 0
144 PARK AVE
SANTA FE,NM87501
JOHANNAH YAZZIE TRUSTEE
1.00
0 0 0
144 PARK AVE
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
AMY DONAFRIO ASSOCIATE DIRECTOR
40.00
131,166 23,837 0
144 PARK AVE
SANTA FE,NM87501
DIONYSIOS MCCUTCHEON STAFF
40.00
74,097 19,593 0
144 PARK AVE
SANTA FE,NM87501
CECILE LABORE STAFF
20.00
49,654 8,105 0
144 PARK AVE
SANTA FE,NM87501
Total number of other employees paid over $50,000...................right arrow 0
Form 990-PF (2024)
Form 990-PF (2024)
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 (2024)
Form 990-PF (2024)
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
27,585,458
b
Average of monthly cash balances.......................
1b
1,346,519
c
Fair market value of all other assets (see instructions)................
1c
604,735
d
Total (add lines 1a, b, and c).........................
1d
29,536,712
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
29,536,712
4
Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
instructions) .............................
4
443,051
5
Net value of noncharitable-use assets. Subtract line 4 from line 3. ............
5
29,093,661
6
Minimum investment return. Enter 5% (0.05) of line 5................
6
1,454,683
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
1,454,683
2a
Tax on investment income for 2024 from Part V, line 5 .......
2a
16,410
b
Income tax for 2024. (This does not include the tax from Part V.) ...
2b
 
c
Add lines 2a and 2b............................
2c
16,410
3
Distributable amount before adjustments. Subtract line 2c from line 1............
3
1,438,273
4
Recoveries of amounts treated as qualifying distributions................
4
0
5
Add lines 3 and 4............................
5
1,438,273
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
1,438,273
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
1,434,579
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
1,434,579
Form 990-PF (2024)
Form 990-PF (2024)
Page 9
Part XII
Undistributed Income (see instructions)
(a)
Corpus
(b)
Years prior to 2023
(c)
2023
(d)
2024
1 Distributable amount for 2024 from Part X, line 7 1,438,273
2 Undistributed income, if any, as of the end of 2024:
a Enter amount for 2023 only....... 0
b Total for prior years:20 , 20, 20 0
3 Excess distributions carryover, if any, to 2024:
a From 2019......  
b From 2020......  
c From 2021......  
d From 2022...... 941,526
e From 2023...... 737,321
f Total of lines 3a through e ........ 1,678,847
4Qualifying distributions for 2024 from Part
XI, line 4: right arrow$ 1,434,579
a Applied to 2023, but not more than line 2a 0
b Applied to undistributed income of prior years
(Election required—see instructions).....
0
c Treated as distributions out of corpus (Election
required—see instructions)........
0
d Applied to 2024 distributable amount..... 1,434,579
e Remaining amount distributed out of corpus 0
5 Excess distributions carryover applied to 2024. 3,694 3,694
(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 1,675,153
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 2023. Subtract line
4a from line 2a. Taxable amount—see
instructions .............
0
f Undistributed income for 2024. Subtract
lines 4d and 5 from line 1. This amount must
be distributed in 2025 ..........
0
7 Amounts treated as distributions out of
corpus to satisfy requirements imposed by
section 170(b)(1)(F) or 4942(g)(3) (Election may
be required - see instructions) .......
0
8 Excess distributions carryover from 2019 not
applied on line 5 or line 7 (see instructions) ...
0
9 Excess distributions carryover to 2025.
Subtract lines 7 and 8 from line 6a ......
1,675,153
10 Analysis of line 9:
a Excess from 2020....  
b Excess from 2021....  
c Excess from 2022.... 937,832
d Excess from 2023.... 737,321
e Excess from 2024....  
Form 990-PF (2024)
Form 990-PF (2024)
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 2024, 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) 2024 (b) 2023 (c) 2022 (d) 2021
         
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 if the foundation only makes contributions to preselected charitable organizations and does not accept
unsolicited requests for funds. If the foundation makes gifts, grants, etc. to individuals or organizations under
other conditions, complete items 2a, b, c, and d. See instructions
aThe name, address, and telephone number or e-mail address of the person to whom applications should be addressed:
CON ALMA HEALTH FOUNDATION-GRANT MA
114 PARK AVE
SANTA FE,NM87501
(505) 438-0776
bThe form in which applications should be submitted and information and materials they should include:
GRANT INFORMATION MAY BE OBTAINED AT WWW.CONALMA.ORG.
cAny submission deadlines:
SEE WEBSITE FOR GRANT SCHEDULE.
dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
factors:
GRANTS ARE AWARDED TO QUALIFIED 501(C)(3) ORGANIZATIONS SERVING THE HEALTH NEEDS OF THOSE LIVING IN NEW MEXICO.
Form 990-PF (2024)
Form 990-PF (2024)
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

ALBUQUERQUE SIGN LANGUAGE ACADEMY

PO BOX 6589
ALBUQUERQUE,NM87197
NONE 501(C)(3) HEALTHCARE 25,000

AMERICAN LUNG ASSOCIATION OF NEW MEXICO

5911 JEFFERSON ST NE
ALBUQUERQUE,NM87109
NONE 501(C)(3) HEALTHCARE 20,000

BEN INITIATIVE

3624 ZIA DR
GALLUP,NM87301
NONE 501(C)(3) HEALTHCARE 8,750

CANCER SERVICES OF NEW MEXICO

PO BOX 51735
ALBUQUERQUE,NM87181
NONE 501(C)(3) HEALTHCARE 15,000

CARC INC

902 W CHERRY LN PO BOX 1808
CARLSBAD,NM88220
NONE 501(C)(3) HEALTHCARE 5,000

CHAVES COUNTY CASA PROGRAM

500 NORTH MAIN ST 310
ROSWELL,NM88202
NONE 501(C)(3) HEALTHCARE 30,000

CHAVES COUNTY HEALTH COUNCIL

1200 S RICHARDSON AVE PO BOX 185
ROSWELL,NM88202
NONE 501(C)(3) HEALTHCARE 5,000

CHILDREN'S READING ALLIANCE

3880 FOOTHILLS RD SUITE A
LAS CRUCES,NM88011
NONE 501(C)(3) HEALTHCARE 5,000

CHRONIC DISEASE PREVENTION COUNCIL

PO BOX 3511
ALBUQUERQUE,NM87190
NONE 501(C)(3) HEALTHCARE 30,000

COLLINS LAKE AUTISM CENTER

252 ENCINAL RD PO BOX 472
CLEVELAND,NM87715
NONE 501(C)(3) HEALTHCARE 30,000

COMMUNITY DRUG COALITION OF LEA COUNTY

107 S DALMONT
HOBBS,NM88240
NONE 501(C)(3) HEALTHCARE 5,000

COMMUNITY FOUNDATION OF SOUTHERN NEW MEXICO

2640 EL PASEO RD
LAS CRUCES,NM88001
NONE 501(C)(3) HEALTHCARE 46,250

ECONOMIC COUNCIL HELPING OTHERS (ECHO)

1921 E MURRAY DR
FARMINGTON,NM87401
NONE 501(C)(3) HEALTHCARE 6,150

EL CALVARIO UNITED METHODIST CHURCH

PO BOX 2842
LAS CRUCES,NM88004
NONE 501(C)(3) HEALTHCARE 5,000

EL CORAZON DE COLUMBUS

PO BOX 2322
COLUMBUS,NM88029
NONE 501(C)(3) HEALTHCARE 5,000

ESPERANZA SHELTER INC

3130 RUFINA STREET
SANTA FE,NM87507
NONE 501(C)(3) HEALTHCARE 30,000

FARM TO TABLE

518 OLD SANTA FE TRAIL SUITE 1 BOX
171
SANTA FE,NM87501
NONE 501(C)(3) HEALTHCARE 1,000

FOOD BANK OF EASTERN NEW MEXICO

2217 EAST BRADY
CLOVIS,NM88101
NONE 501(C)(3) HEALTHCARE 45,000

FOOD DEPOT

1222 A SILER ROAD
SANTA FE,NM87507
NONE 501(C)(3) HEALTHCARE 40,000

FUNDAMENTAL NEEDS INC

14881 ROAD 26
DOLORES,CO81323
NONE 501(C)(3) HEALTHCARE 30,000

HEALTHY NATIVE COMMUNITIES PARTNERSHIP INC

PO BOX 1019
SHIPROCK,NM87420
NONE 501(C)(3) HEALTHCARE 30,000

JARDIN DE LOS NINOS

1300-G EL PASEO PMB272
LAS CRUCES,NM88001
NONE 501(C)(3) HEALTHCARE 30,000

JAZZ FOR HEALTHCASA DE SALUD

1608 ISLETA BLVD SW
ALBUQUERQUE,NM87105
NONE 501(C)(3) HEALTHCARE 1,000

LA PLAZA DE ENCUENTRO GATHERING PLACE

714 4TH ST SW
ALBUQUERQUE,NM87102
NONE 501(C)(3) HEALTHCARE 30,000

LAS CUMBRES COMMUNITY SERVICES

102 N CORONADO AVE
ESPANOLA,NM87532
NONE 501(C)(3) HEALTHCARE 20,000

LIFE TRANSITION MEDICATION CENTER

PO BOX 9286
SANTA FE,NM87504
NONE 501(C)(3) HEALTHCARE 2,600

LINCOLN COUNTY COMMUNITY HEALTH COUNCIL

PO BOX 2585
RUIDOSO,NM88355
NONE 501(C)(3) HEALTHCARE 5,000

LIONS CLUB OF TAOS INC

PO BOX 199
TAOS,NM87571
NONE 501(C)(3) HEALTHCARE 15,000

MANDY'S SPECIAL FARM

PO BOX 9346
ALBUQUERQUE,NM87119
NONE 501(C)(3) HEALTHCARE 30,000

MESA TO MESA

PO BOX 1008
ESPANOLA,NM87532
NONE 501(C)(3) HEALTHCARE 20,000

MYPOWER INC

PO BOX 1756
HOBBS,NM88241
NONE 501(C)(3) HEALTHCARE 10,000

NATIONAL LATINO BEHAVIORAL HEALTH ASSOCIATION

6555 ROBIN ST
COCHITI LAKE,NM87083
NONE 501(C)(3) HEALTHCARE 32,500

NEW MEXICO CENTER OF LAW AND POVERTY

301 EDITH BLVD NE
ALBUQUERQUE,NM87102
NONE 501(C)(3) HEALTHCARE 20,000

NEW MEXICO DENTAL ASSOCIATION

PO BOX 16854
ALBUQUERQUE,NM87191
NONE 501(C)(3) HEALTHCARE 2,500

NEW MEXICO ENVIRONMENTAL LAW CENTER

722 ISLETA BLVD SW
ALBUQUERQUE,NM87105
NONE 501(C)(3) HEALTHCARE 20,000

NEW MEXICO IMMIGRANT LAW CENTER

PO BOX 7040
ALBUQUERQUE,NM87194
NONE 501(C)(3) HEALTHCARE 30,000

NEW MEXICO PUBLIC HEALTH ASSOCIATION

3705 ELLISON RD NW SUITE B1-211
ALBUQUERQUE,NM87114
NONE 501(C)(3) HEALTHCARE 3,000

NEW MEXICO RAMP PROJECT

PO BOX 90354
ALBUQUERQUE,NM87199
NONE 501(C)(3) HEALTHCARE 30,000

NEW MEXICO STATE UNIVERSITY FOUNDATION

MSC 3590 NM STATE UNIV FOUNDATION
LAS CRUCES,NM88993
NONE 501(C)(3) HEALTHCARE 30,000

NEW MEXICO VOICES FOR CHILDREN

625 SILVER AVE SW SUITE 195
ALBUQUERQUE,NM87102
NONE 501(C)(3) HEALTHCARE 30,000

OGALLA COMMONS INC

919 MAIN STREET
SPRINGFIELD,CO81073
NONE 501(C)(3) HEALTHCARE 5,000

PRESBYTERIAN HEALTHCARE FOUNDATION

PO BOX 26666
ALBUQUERQUE,NM87125
NONE 501(C)(3) HEALTHCARE 20,000

SANTA FE RECOVERY CENTER

5312 JAGUAR DRIVE
SANTA FE,NM87507
NONE 501(C)(3) HEALTHCARE 20,000

SCOTT'S HOUSE

287 RODEO RD
SANTA FE,NM87505
NONE 501(C)(3) HEALTHCARE 20,000

SILVER CITY GOSPEL MISSION

PO BOX 5198
SILVER CITY,NM88062
NONE 501(C)(3) HEALTHCARE 5,000

SOLACE CRISIS TREATMENT CENTER

6601 VALENTINE WAY
SANTA FE,NM87507
NONE 501(C)(3) HEALTHCARE 30,000

ST JAMES ESPISCOPAL CHURCH

208 CAMINO DE SANTIAGO
TAOS,NM87571
NONE 501(C)(3) TAOS COMMON GROUND 1,000

ST LUKE'S HEALTH CARE CLINIC DBA AMADOR HEALTH CENTER

999 W AMADOR AVE SUITE A
LAS CRUCES,NM88005
NONE 501(C)(3) HEALTHCARE 25,000

THE COMMUNITY PANTRY

1130 E HASLER VALLEY RD PO BOX 520
GALLUP,NM87305
NONE 501(C)(3) HEALTHCARE 15,000

THE FAMILY YMCA

1450 IRIS ST
LOS ALAMOS,NM87544
NONE 501(C)(3) HEALTHCARE 20,000

THE LAB LEARNING AND ACTION BUFFET

506 S MAIN ST SUITE 201
LAS CRUCES,NM88001
NONE 501(C)(3) HEALTHCARE 5,000

UNITED WAY OF EASTERN NEW MEXICO

PO BOX 806
CLOVIS,NM88102
NONE 501(C)(3) HEALTHCARE 14,250

UNITED WAY OF EDDY COUNTY

PO BOX EE
CARLSBAD,NM88221
NONE 501(C)(3) HEALTHCARE 5,000

UNIVERSITY OF NEW MEXICO FOUNDATION

700 LOMAS BLVD NE
ALBUQUERQUE,NM87102
NONE 501(C)(3) HEALTHCARE 7,000

VALENCIA SHELTER FOR VICTIMS OF DOMESTIC VIOLENCE

445 CAMINO DEL REY SUITE E
LOS LUNAS,NM87031
NONE 501(C)(3) HEALTHCARE 30,000

ZUNI YOUTH ENRICHMENT PROJECT

PO BOX 447
ZUNI,NM87327
NONE 501(C)(3) HEALTHCARE 25,000
Total .................................right arrow 3a 1,026,000
bApproved for future payment

BRIGHTER BITES
PO BOX 25456
HOUSTON,TX77265
NONE 501(C)(3) HEALTHCARE 15,000

CAVERN CITY ADVOCACY CENTER
PO BOX 1441
CARLSBAD,NM88221
NONE 501(C)(3) HEALTHCARE 30,000

NORTHERN NEW MEXICO COLLEGE FOUNDATION
921 PASEO DE ONATE
ESPANOLA,NM87532
NONE 501(C)(3) HEALTHCARE 50,000
Total ................................. right arrow 3b 95,000
Form 990-PF (2024)
Form 990-PF (2024)
Page 12
Part XV-A
Analysis of Income-Producing Activities
Enter gross amounts unless otherwise indicated. Unrelated business income Excluded by section 512, 513, or 514 (e)
Related or exempt
function income
(See instructions.)
1Program service revenue: (a)
Business code
(b)
Amount
(c)
Exclusion code
(d)
Amount
a
b
c
d
e
f
gFees and contracts from government agencies          
2 Membership dues and assessments ....          
3 Interest on savings and temporary cash
investments ...........
    14 152,033  
4 Dividends and interest from securities ....     14 833,088  
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 ............
    18 284,413  
9 Net income or (loss) from special events:          
10 Gross profit or (loss) from sales of inventory          
11 Other revenue:
a
b
c
d
e
12 Subtotal. Add columns (b), (d), and (e) .. 0 1,269,534 0
13Total. Add line 12, columns (b), (d), and (e)..................
13
1,269,534
(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 (2024)
Form 990-PF (2024)
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 Right Arrow
Firm's EIN Right Arrow
Firm's address Right Arrow


Phone no.
Form 990-PF (2024)
Additional Data


Software ID:  
Software Version:  


Form 990PF - Special Condition Description:
Special Condition Description
Schedule B
(Form 990)
(Rev. January 2025)
Department of the Treasury
Internal Revenue Service
Schedule of Contributors

right arrow Attach to Form 990, 990-EZ, or 990-PF.
right arrow Go to www.irs.gov/Form990 for the latest information.
OMB No. 1545-0047
Name of the organization
CON ALMA HEALTH FOUNDATION INC
 
Employer identification number

85-0484396
Organization type (check one):
Filers of:
Section:
Form 990 or 990-EZ
501(c)( ) (enter number) organization

4947(a)(1) nonexempt charitable trust not treated as a private foundation

527 political organization


Form 990-PF
501(c)(3) exempt private foundation

4947(a)(1) nonexempt charitable trust treated as a private foundation

501(c)(3) taxable private foundation
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
For an organization filing Form 990, 990-EZ, or 990-PF that received, during the year, contributions totaling $5,000 or more (in money or other property) from any one contributor. Complete Parts I and II. See instructions for determining a contributor's total contributions.
Special Rules
For an organization described in section 501(c)(3) filing Form 990 or 990-EZ that met the 331/3% support test of the regulations
under sections 509(a)(1) and 170(b)(1)(A)(vi), that checked Schedule A (Form 990 or 990-EZ), Part II, line 13, 16a, or 16b, and that received from any one contributor, during the year, total contributions of the greater of (1) $5,000 or (2) 2% of the amount on (i) Form 990, Part VIII, line 1h, or (ii) Form 990-EZ, line 1. Complete Parts I and II.
For an organization described in section 501(c)(7), (8), or (10) filing Form 990 or 990-EZ that received from any one contributor,
during the year, total contributions of more than $1,000 exclusively for religious, charitable, scientific, literary, or educational purposes, or for the prevention of cruelty to children or animals. Complete Parts I, II, and III.
For an organization described in section 501(c)(7), (8), or (10) filing Form 990 or 990-EZ that received from any one contributor,
during the year, contributions exclusively for religious, charitable, etc., purposes, but no such contributions totaled more than $1,000. If this box is checked, enter here the total contributions that were received during the year for an exclusively religious, charitable, etc., purpose. Don't complete any of the parts unless the General Rule applies to this organization because it received nonexclusively religious, charitable, etc., contributions totaling $5,000 or more during the year ......... Right Arrow $  
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) (Rev. 1-2025)
Schedule B (Form 990) (Rev. 1-2025) Page 2
Name of organization
CON ALMA HEALTH FOUNDATION INC
 
Employer identification number
85-0484396
Part I
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
HOSPITAL AUXILIARY OF THE LOS ALAMOS MEDICAL CENTER INC
 
3917 WEST ROAD
 
LOS ALAMOS, NM87544

$ 33,000


(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.)
(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) (Rev. 1-2025)
Schedule B (Form 990) (Rev. 1-2025)
Page 3
Name of organization
CON ALMA HEALTH FOUNDATION INC
 
Employer identification number

85-0484396
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) (Rev. 1-2025)
Schedule B (Form 990) (Rev. 1-2025)
Page 4
Name of organization
CON ALMA HEALTH FOUNDATION INC
 
Employer identification number

85-0484396
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.) $  
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) (Rev. 1-2025)
Additional Data


Software ID:  
Software Version:  

TY 2024 AccountingFeesSchedule
Name:
CON ALMA HEALTH FOUNDATION INC
EIN:
85-0484396
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
ACCOUNTING FEES 44,590 14,715   0

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

TY 2024 DepreciationSchedule
Name:
CON ALMA HEALTH FOUNDATION INC
EIN:
85-0484396
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
OFFICE JET 2003-02-01 532 532 SL 5.000000000000 0 0    
LAND 2004-04-26 119,000   L   0 0    
FURNITURE 2005-01-20 35,964 35,964 SL 7.000000000000 0 0    
APPLIANCES 2005-02-28 1,927 1,927 SL 7.000000000000 0 0    
BUILDING 2005-04-01 859,045 413,004 SL 39.000000000000 22,027 0    
MICROEDGE GIFTS PLUS 2010-03-26 5,380 5,380 SL 3.000000000000 0 0    
ROOF 2011-10-11 27,943 22,820 SL 15.000000000000 1,863 0    
PHONE SYSTEM 2013-08-25 7,566 7,566 SL 5.000000000000 0 0    
GIFTS ACCESS SOFTWARE 2013-10-07 9,727 9,727 SL 5.000000000000 0 0    
XEON QUADCORE SERVER 2017-12-01 6,152 6,152 SL 5.000000000000 0 0    

TY 2024 InvestmentsGovtObligationsSch
Name:
CON ALMA HEALTH FOUNDATION INC
EIN:
85-0484396
US Government Securities - End of Year Book Value:

1,400,329
US Government Securities - End of Year Fair Market Value:

1,400,329
State & Local Government Securities - End of Year Book Value:


0
State & Local Government Securities - End of Year Fair Market Value:


0


TY 2024 InvestmentsOtherSchedule2
Name:
CON ALMA HEALTH FOUNDATION INC
EIN:
85-0484396
Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
44,403.476 ISHARES TR IS 1-5 YR IN FMV 2,295,660 2,295,660
627.415 VANGUARD 500 INDEX ADMIRAL FMV 340,536 340,536
34,758.068 DFA US SMALL CAP VALUE I FMV 1,686,114 1,686,114
43,821.914 DFA US SMALL CAP I FMV 2,144,206 2,144,206
58,430.414 DFA US LARGE CAP VALUE I FMV 2,880,035 2,880,035
134,917.747 DFA EMERGING MARKETS EX CHINA CR EQ INSTL FMV 1,342,432 1,342,432
231,436.779 DFA US LARGE CAP EQUITY INSTITUTIONAL FMV 7,484,665 7,484,665
53,862.912 DFA INTERNATIONAL SMALL COMPANY I FMV 1,044,940 1,044,940
42,879.622 DFA INTERNATIONAL SMALL CAP VALUE I FMV 940,350 940,350
56,745.051 DFA GLOBAL REAL ESTATE SECURITIES PORT FMV 573,125 573,125
130,549.816 VANGUARD SHORT-TERM INVESTMENT-GRADE ADM FMV 1,345,969 1,345,969
172,835.700 VANGUARD INTERM-TERM INVESTMENT-GRADE ADM FMV 1,479,474 1,479,474
25,047 ISHARES MSCI INTL QUALITY FMV 929,745 929,745
58,537.272 DFA INTERNATIONAL VALUE I FMV 1,205,282 1,205,282
10,559.255 DIMENSIONAL INTERN HIGH FMV 266,410 266,410
137,613.303 CLIFFWATER CORPORATE LEN FMV 1,461,453 1,461,453
39,710.000 ISHARES TRT IS 5-10 INV FMV 2,045,462 2,045,462
1,389.730 ISHARES ULTR SHRT TRM BND FMV 70,084 70,084

TY 2024 LandEtcSchedule2
Name:
CON ALMA HEALTH FOUNDATION INC
EIN:
85-0484396
Category / Item Cost / Other Basis Accumulated Depreciation Book Value End of Year Fair Market Value
OFFICE JET 532 532 0  
LAND 119,000 0 119,000  
FURNITURE 35,964 35,964 0  
APPLIANCES 1,927 1,927 0  
BUILDING 859,045 435,031 424,014  
MICROEDGE GIFTS PLUS 5,380 5,380 0  
WEBSITE OVERHAUL 9,798 9,798 0  
ROOF 27,943 24,683 3,260  
PHONE SYSTEM 7,566 7,566 0  
GIFTS ACCESS SOFTWARE 9,727 9,727 0  
XEON QUADCORE SERVER 6,152 6,152 0  


TY 2024 OtherAssetsSchedule
Name:
CON ALMA HEALTH FOUNDATION INC
EIN:
85-0484396
Description Beginning of Year - Book Value End of Year - Book Value End of Year - Fair Market Value
FSA-EMPLOYEE FUNDS 1,667 0 0


TY 2024 OtherExpensesSchedule
Name:
CON ALMA HEALTH FOUNDATION INC
EIN:
85-0484396
Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
DUES & SUBSCRIPTIONS 17,630 0   17,366
EQUIPMENT & SOFTWARE 37,434 0   33,336
EQUIPMENT MAINT/RENTAL 2,517 0   1,653
INSURANCE 13,165 132   359
INVESTMENT EXPENSE 43,565 43,565   0
MEALS 1,613 0   400
OFFICE EXPENSE 18,910 424   14,027
POSTAGE & DELIVERY 947 9   65
SECURITY 3,630 0   1,861
TELEPHONE 11,259 113   7,647
WEBSITE 450 0   360
BANK CHARGES 209 0   0


TY 2024 OtherIncreasesSchedule
Name:
CON ALMA HEALTH FOUNDATION INC
EIN:
85-0484396
Description Amount
UNREALIZED GAINS 1,885,671


TY 2024 OtherLiabilitiesSchedule
Name:
CON ALMA HEALTH FOUNDATION INC
EIN:
85-0484396
Description Beginning of Year - Book Value End of Year - Book Value
ACCRUED WAGES & BENEFITS 22,843 25,812
401K WITHHOLDING PAYABLE 30,314 27,113
EXCISE TAX PAYABLE 8,254 0
EMPLOYEE FSA PAYABLE 0 1,512
STATE WITHHOLDING 0 3
FEDERAL WITHHOLDING PAYABLE 0 10
FICA & MEDICARE PAYABLE 0 22


TY 2024 OtherProfessionalFeesSchedule
Name:
CON ALMA HEALTH FOUNDATION INC
EIN:
85-0484396
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
CONSULTING 23,282 0   13,474


TY 2024 TaxesSchedule
Name:
CON ALMA HEALTH FOUNDATION INC
EIN:
85-0484396
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
EXCISE TAX 16,344 0   0