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
MARSHALL L AND PERRINE D MCCUNE
CHARITABLE FOUNDATION INC
Number and street (or P.O. box number if mail is not delivered to street address)345 E ALAMEDA ST
  Room/suite
City or town, state or province, country, and ZIP or foreign postal code
SANTA FE, NM875012229
A Employer identification number

85-0429439
B Telephone number (see instructions)

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

D 1. Foreign organizations, check here............. right arrow
2. Foreign organizations meeting the 85%
test, check here and attach computation ... right arrow
E right arrow
H Check type of organization:
F right arrow
I Fair market value of all assets at end
of year (from Part II, col. (c),
line 16)right arrow$97,577,937J Accounting method:
 
(Part I, column (d) must be on cash basis.)
Part I Analysis of Revenue and Expenses (The total of amounts in columns (b), (c), and (d) may not necessarily equal the amounts in column (a) (see instructions).) (a) Revenue and
expenses per
books 		(b) Net investment
income 		(c) Adjusted net
income 		(d) Disbursements
for charitable
purposes
(cash basis only)
Revenue 1 Contributions, gifts, grants, etc., received (attach schedule)  
2 Check right arrow.............
3 Interest on savings and temporary cash investments 461 461  
4 Dividends and interest from securities... 1,392,169 1,776,164  
5a Gross rents............ 38,976 34,174  
b Net rental income or (loss) 10,739
6a Net gain or (loss) from sale of assets not on line 10 3,113,206
b Gross sales price for all assets on line 6a 32,405,217
7 Capital gain net income (from Part IV, line 2)... 2,838,231
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
84,105 960,770  
12 Total. Add lines 1 through 11........ 4,628,917 5,609,800  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 153,763 30,753   123,010
14 Other employee salaries and wages...... 264,614 2,080   262,534
15 Pension plans, employee benefits....... 171,538 17,154   154,384
16a Legal fees (attach schedule)......... Click to see attachment
List of Attached Documents:
// Content
20,881 11,408   9,743
b Accounting fees (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
133,657 26,731   106,925
c Other professional fees (attach schedule).... Click to see attachment
List of Attached Documents:
// Content
338,412 270,552   67,860
17 Interest...............   110,635    
18 Taxes (attach schedule) (see instructions)... Click to see attachment
List of Attached Documents:
// Content
75,820 32,328   0
19 Depreciation (attach schedule) and depletion... 65,886 11,752  
20 Occupancy.............. 47,452 4,745   42,490
21 Travel, conferences, and meetings....... 42,410 4,837   37,516
22 Printing and publications..........        
23 Other expenses (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
168,921 189,256   131,552
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 1,483,354 712,231   936,014
25 Contributions, gifts, grants paid....... 3,170,700 3,170,700
26 Total expenses and disbursements. Add lines 24 and 25 4,654,054 712,231   4,106,714
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements -25,137
b Net investment income (if negative, enter -0-) 4,897,569
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............. 200 19,264 19,264
2 Savings and temporary cash investments......... 1,942,892 1,785,333 1,785,333
3 Accounts receivable right arrow1,080
Less: allowance for doubtful accounts right arrow   16,980 1,080 1,080
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.......... 5,067 13,351 13,351
10a Investments—U.S. and state government obligations (attach schedule) 7,241,804 Click to see attachment
List of Attached Documents:
// Content
7,773,513 		7,773,513
b Investments—corporate stock (attach schedule)....... 39,320,957 Click to see attachment
List of Attached Documents:
// Content
45,181,995 		45,181,995
c Investments—corporate bonds (attach schedule)....... 5,781,046 Click to see attachment
List of Attached Documents:
// Content
11,461,821 		11,461,821
11 Investments—land, buildings, and equipment: basis right arrow894,123
Less: accumulated depreciation (attach schedule) right arrow   890,000 Click to see attachment
List of Attached Documents:
// Content
894,123 		894,123
12 Investments—mortgage loans.............      
13 Investments—other (attach schedule).......... 34,907,482 Click to see attachment
List of Attached Documents:
// Content
28,776,001 		28,776,001
14 Land, buildings, and equipment: basis right arrow3,437,834
Less: accumulated depreciation (attach schedule) right arrow1,876,081 1,603,925 Click to see attachment
List of Attached Documents:
// Content
1,561,753 		1,561,753
15 Other assets (describe right arrow) Click to see attachment
List of Attached Documents:
// Content
109,317 		Click to see attachment
List of Attached Documents:
// Content
109,703 		Click to see attachment
List of Attached Documents:
// Content
109,703
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 91,819,670 97,577,937 97,577,937
Liabilities 17 Accounts payable and accrued expenses.......... 11,696 12,558
18 Grants payable.................    
19 Deferred revenue.................    
20 Loans from officers, directors, trustees, and other disqualified persons    
21 Mortgages and other notes payable (attach schedule)......    
22 Other liabilities (describe right arrow) Click to see attachment
List of Attached Documents:
// Content
221,130 		Click to see attachment
List of Attached Documents:
// Content
209,162
23 Total liabilities (add lines 17 through 22)......... 232,826 221,720
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........... 91,586,844 97,356,217
25 Net assets with donor restrictions............    
Foundations that do not follow FASB ASC 958, check here right arrow
and complete lines 26 through 30.
26 Capital stock, trust principal, or current funds........    
27 Paid-in or capital surplus, or land, bldg., and equipment fund    
28 Retained earnings, accumulated income, endowment, or other funds    
29 Total net assets or fund balances (see instructions)..... 91,586,844 97,356,217
30 Total liabilities and net assets/fund balances (see instructions). 91,819,670 97,577,937
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
91,586,844
2
Enter amount from Part I, line 27a .....................
2
-25,137
3
Other increases not included in line 2 (itemize) right arrowClick to see attachment
List of Attached Documents:
// Content
3
5,794,510
4
Add lines 1, 2, and 3 ..........................
4
97,356,217
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
97,356,217
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 ADAMS ST PTNR 2007 NON-US FD LP P 2023-01-01 2024-12-31
b ADAMS ST PTNR 2007 US FD, LP P 2023-01-01 2025-01-01
c AIR PRODUCTS & CHEMICALS P 2023-01-01 2025-01-02
d ALLSPRING GOVERNMENT P 2023-01-01 2025-01-03
e ARTISAN INTERNATIONAL VALUE FUND P 2023-01-01 2025-01-04
ARTISAN INTERNATIONAL VALUE FUND P 2023-01-01 2025-01-05
BHP BILLITON FIN P 2023-01-01 2025-01-06
BLACKROCK TEMPUS FUND, LTD. P 2023-01-01 2025-01-07
CARRIER GLOBAL CORP P 2023-01-01 2025-01-08
CLASS ACTION PROCEEDS P 2023-01-01 2025-01-09
D.E. SHAW WORLD ALPHA EXTENSION P 2023-01-01 2025-01-11
FIRST EAGLE OVERSEAS FUND- P 2023-01-01 2025-01-12
HOLDBACK - LAKEWOOD CAPITAL P 2023-01-01 2025-01-13
INTEL CORP P 2023-01-01 2025-01-14
JOHCM INTERNATIONAL SELECT FUND P 2023-01-01 2025-01-15
LAKEWOOD CAPITAL OFFSHORE FUND P 2023-01-01 2025-01-16
LAUDER ESTEE COS INC P 2023-01-01 2025-01-17
MFS INTERNATIONAL EQUITY FUND P 2023-01-01 2025-01-18
PIMCO INCOME FUND CLASS INS #1821 P 2023-01-01 2025-01-19
PNC FINANCIAL SERVICES P 2023-01-01 2025-01-20
PRINCIPAL DIVERSIFIED REAL ASSET P 2023-01-01 2025-01-21
SIMON PROPERTY GROUP LP P 2023-01-01 2025-01-22
STARBUCKS CORP P 2023-01-01 2025-01-23
T. ROWE PRICE NEW ERA FUND CLASS I P 2023-01-01 2025-01-24
TORONTO-DOMINION BANK P 2023-01-01 2025-01-25
US TREASURY BOND P 2023-01-01 2025-01-26
US TREASURY BOND P 2023-01-01 2025-01-27
US TREASURY NOTE P 2023-01-01 2025-01-28
US TREASURY NOTE P 2023-01-01 2025-01-29
US TREASURY NOTE P 2023-01-01 2025-01-30
US TREASURY NOTE P 2023-01-01 2025-01-31
US TREASURY NOTE P 2023-01-01 2025-02-01
VANGUARD EMERGING MARKETS STOCK P 2023-01-01 2025-02-02
VANGUARD TOTAL STOCK MARKET INDEX P 2023-01-01 2025-02-03
MAGNETAR CAP FD SIDE P 2023-01-01 2025-02-04
ADAMS ST PTNR 2007 DIRECT FD, LP P 2023-01-01 2025-02-05
ADAMS ST PTNR 2007 US FD, LP P 2023-01-01 2025-02-06
MOUNT KELLETT CAPITAL PARTNERS P 2023-01-01 2025-02-07
QUATUM ENERGY PARTNERS V, LP P 2023-01-01 2025-02-08
RESOURCE LAND FUND IV, LLC P 2023-01-01 2025-02-09
SPRING III LP P 2023-01-01 2025-02-10
ADJUSTMENT FOR BOOK LIMITED PARTNERSHIP AMOUNT P 2023-12-31 2023-12-31
CAPITAL GAINS FROM K-1 P 2023-12-31 2024-12-31
(e)
Gross sales price 		(f)
Depreciation allowed
(or allowable) 		(g)
Cost or other basis
plus expense of sale 		(h)
Gain or (loss)
(e) plus (f) minus (g)
a 172,138   172,138 0
b 261,575   261,575 0
c 53,494   48,930 4,564
d 15,937,950   15,937,950 0
e 67,444     67,444
250,000   206,994 43,006
72,221   72,691 -470
4,095   12,025 -7,930
25,542   32,947 -7,405
52     52
7,632,445   5,998,294 1,634,151
35,336     35,336
35,067   35,067 0
111,635   114,880 -3,245
300,000   288,386 11,614
35,067   21,189 13,878
35,230   33,876 1,354
450,000   349,271 100,729
300,000   324,946 -24,946
100,000   108,326 -8,326
1,000,000   1,122,149 -122,149
105,000   109,162 -4,162
56,105   55,920 185
52,618     52,618
76,482   77,905 -1,423
78,176   77,172 1,004
59,656   58,610 1,046
112,994   111,572 1,422
202,232   217,547 -15,315
52,320   56,433 -4,113
85,000   84,167 833
160,626   157,743 2,883
1,400,000   1,572,858 -172,858
2,500,000   1,417,184 1,082,816
4,038   1,252 2,786
107,576     107,576
44     44
100,698     100,698
51,490     51,490
94,400     94,400
73,619     73,619
    427,827 -427,827
152,852     152,852
Complete only for assets showing gain in column (h) and owned by the foundation on 12/31/69 (l)
Gains (Col. (h) gain minus
col. (k), but not less than -0-) or
Losses (from col.(h))
(i)
F.M.V. as of 12/31/69 		(j)
Adjusted basis
as of 12/31/69 		(k)
Excess of col. (i)
over col. (j), if any
a       0
b       0
c       4,564
d       0
e       67,444
      43,006
      -470
      -7,930
      -7,405
      52
      1,634,151
      35,336
      0
      -3,245
      11,614
      13,878
      1,354
      100,729
      -24,946
      -8,326
      -122,149
      -4,162
      185
      52,618
      -1,423
      1,004
      1,046
      1,422
      -15,315
      -4,113
      833
      2,883
      -172,858
      1,082,816
      2,786
      107,576
      44
      100,698
      51,490
      94,400
      73,619
      -427,827
      152,852
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 2,838,231
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 68,076
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 68,076
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 68,076
6 Credits/Payments:
a 2024 estimated tax payments and 2023 overpayment credited to 2024 6a 93,702
b Exempt foreign organizations—tax withheld at source...... 6b 0
c Tax paid with application for extension of time to file (Form 8868)... 6c 0
d Backup withholding erroneously withheld .......... 6d 0
7 Total credits and payments. Add lines 6a through 6d.............. 7 93,702
8 Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached. 8 0
9 Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed.......right arrow 9  
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...right arrow 10 25,626
11 Enter the amount of line 10 to be: Credited to 2025 estimated taxright arrow25,626 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
Yes
 
b
If "Yes," has it filed a tax return on Form 990-T for this year?...................
4b
Yes
 
5
Was there a liquidation, termination, dissolution, or substantial contraction during the year?.........
5
 
No
If "Yes," attach the statement required by General Instruction T.
6
Are the requirements of section 508(e) (relating to sections 4941 through 4945) satisfied either:
round bullet By language in the governing instrument, or
round bullet By state legislation that effectively amends the governing instrument so that no mandatory directions
that conflict with the state law remain in the governing instrument? ................
6
Yes
 
7
Did the foundation have at least $5,000 in assets at any time during the year? If "Yes," complete Part II, col. (c),
and Part XIV..................................
7
Yes
 
8a
Enter the states to which the foundation reports or with which it is registered (see instructions)
right arrowNM
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.NMMCCUNE.ORG
14
The books are in care ofright arrowMCCUNE CHARITABLE FOUNDATION Telephone no.right arrow (505) 983-8300

Located atright arrow345 E ALAMEDA STSANTA FENM ZIP+4right arrow875012229
15
Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of Form 1041 —check here .........right arrow
and enter the amount of tax-exempt interest received or accrued during the year ........right arrow
15
 
16 At any time during calendar year 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
Yes
 
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
 
No
4a
Did the foundation invest during the year any amount in a manner that would jeopardize its charitable purposes?
4a
 
No
b
Did the foundation make any investment in a prior year (but after December 31, 1969) that could jeopardize its
charitable purpose that had not been removed from jeopardy before the first day of the tax year beginning in 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
 
No
c
Organizations relying on a current notice regarding disaster assistance check .........right arrow
d
If the answer is "Yes" to question 5a(4), does the foundation claim exemption from the
tax because it maintained expenditure responsibility for the grant? .................
5d
 
 
If "Yes," attach the statement required by Regulations section 53.4945–5(d).
6a
Did the foundation, during the year, receive any funds, directly or indirectly, to pay premiums on
a personal benefit contract? .............................
6a
 
No
b
Did the foundation, during the year, pay premiums, directly or indirectly, on a personal benefit contract? ....
6b
 
No
If "Yes" to 6b, file Form 8870.
7a
At any time during the tax year, was the foundation a party to a prohibited tax shelter transaction?
7a
 
No
b
If "Yes", did the foundation receive any proceeds or have any net income attributable to the transaction? .....
7b
 
 
8
Is the foundation subject to the section 4960 tax on payment(s) of more than $1,000,000 in remuneration or
excess parachute payment during the year? .........................
8
 
No
Part VII
Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
and Contractors
1 List all officers, directors, trustees, foundation managers and their compensation. See instructions
(a) Name and address (b) Title, and average
hours per week
devoted to position 		(c) Compensation
 (If not paid, enter
-0-) 		(d) Contributions to employee benefit plans and deferred compensation (e) Expense account,
other allowances
CARLA M ROMERO EXECUTIVE DIRECTOR
37.50 		153,763 47,217 0
345 EAST ALAMEDA STREET
SANTA FE,NM875012229
SUSAN M LOSINGER BOARD CHAIR
5.00 		0 0 0
345 EAST ALAMEDA STREET
SANTA FE,NM875012229
DAVID M EDWARDS VICE CHAIR
5.00 		0 0 0
345 EAST ALAMEDA STREET
SANTA FE,NM875012229
AARON CATHEY DIRECTOR
2.00 		0 0 0
345 EAST ALAMEDA STREET
SANTA FE,NM875012229
JAMES M EDWARDS DIRECTOR
2.00 		0 0 0
345 EAST ALAMEDA STREET
SANTA FE,NM875012229
JOHN M EDWARDS DIRECTOR
2.00 		0 0 0
345 EAST ALAMEDA STREET
SANTA FE,NM875012229
JOHN R LOSINGER DIRECTOR
2.00 		0 0 0
345 EAST ALAMEDA STREET
SANTA FE,NM875012229
MICHELLE MCCUNE DIRECTOR
2.00 		0 0 0
345 EAST ALAMEDA STREET
SANTA FE,NM875012229
2 Compensation of five highest-paid employees (other than those included on line 1—see instructions). If none, enter “NONE."
(a) Name and address of each employee paid more than $50,000 (b) Title, and average
hours per week
devoted to position 		(c) Compensation (d) Contributions to
employee benefit
plans and deferred
compensation 		(e) Expense account,
other allowances
ALLISON OWENS-HAGERMAN DIRECTOR OF LEARNING
37.50 		96,773 28,976 0
345 EAST ALAMEDA STREET
SANTA FE,NM875012229
HENRY RAEL DIRECTOR OF STRATEGY
22.50 		82,172 43,504 0
345 EAST ALAMEDA STREET
SANTA FE,NM875012229
ERNESTO TORRES DIRECTOR OF GRANTMAK
37.50 		86,580 15,714 0
345 EAST ALAMEDA STREET
SANTA FE,NM875012229
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
CAMBRIDGE ASSOCIATES LLC INVESTMENT ADVISORS 175,000
PO BOX 412015
BOSTON,MA022412015
MOSS ADAMS LLP AUDIT/TAX SERVICES 90,446
999 THIRD AVENUE SUITE 2800
SEATTLE,WA98104
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
61,738,915
b
Average of monthly cash balances.......................
1b
2,829,806
c
Fair market value of all other assets (see instructions)................
1c
27,931,929
d
Total (add lines 1a, b, and c).........................
1d
92,500,650
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
92,500,650
4
Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
instructions) .............................
4
1,387,510
5
Net value of noncharitable-use assets. Subtract line 4 from line 3. ............
5
91,113,140
6
Minimum investment return. Enter 5% (0.05) of line 5................
6
4,555,657
Part X
Distributable Amount (see instructions) (Section 4942(j)(3) and (j)(5) private operating foundations and certain foreign organizations check here right arrow and do not complete this part.)
1
Minimum investment return from Part IX, line 6..................
1
4,555,657
2a
Tax on investment income for 2024 from Part V, line 5 .......
2a
68,076
b
Income tax for 2024. (This does not include the tax from Part V.) ...
2b
6,875
c
Add lines 2a and 2b............................
2c
74,951
3
Distributable amount before adjustments. Subtract line 2c from line 1............
3
4,480,706
4
Recoveries of amounts treated as qualifying distributions................
4
0
5
Add lines 3 and 4............................
5
4,480,706
6
Deduction from distributable amount (see instructions).................
6
0
7
Distributable amount as adjusted. Subtract line 6 from line 5. Enter here and on Part XII, line 1 ...
7
4,480,706
Part XI
Qualifying Distributions (see instructions)
1
Amounts paid (including administrative expenses) to accomplish charitable, etc., purposes:
a
Expenses, contributions, gifts, etc.—total from Part I, column (d), line 26 ..........
1a
4,106,714
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
19,671
3
Amounts set aside for specific charitable projects that satisfy the:
a
Suitability test (prior IRS approval required)....................
3a
 
b
Cash distribution test (attach the required schedule) .................
3b
 
4
Qualifying distributions. Add lines 1a through 3b. Enter here and on Part XII, line 4. .......
4
4,126,385
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 4,480,706
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...... 552,938
b From 2020...... 1,330,440
c From 2021......  
d From 2022...... 394,171
e From 2023...... 129,866
f Total of lines 3a through e ........ 2,407,415
4Qualifying distributions for 2024 from Part
XI, line 4: right arrow$ 4,126,385
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..... 4,126,385
e Remaining amount distributed out of corpus 0
5 Excess distributions carryover applied to 2024. 354,321 354,321
(If an amount appears in column (d), the
same amount must be shown in column (a).)
6Enter the net total of each column as
indicated below:
a Corpus. Add lines 3f, 4c, and 4e. Subtract line 5 2,053,094
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) ... 		198,617
9 Excess distributions carryover to 2025.
Subtract lines 7 and 8 from line 6a ...... 		1,854,477
10 Analysis of line 9:
a Excess from 2020.... 1,330,440
b Excess from 2021....  
c Excess from 2022.... 394,171
d Excess from 2023.... 129,866
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:
ERNESTO TORRES
345 E ALAMEDA ST
SANTA FE,NM87501
(505) 983-8300
GRANTS@NMMCCUNE.ORG
bThe form in which applications should be submitted and information and materials they should include:
SEE STATEMENTS
cAny submission deadlines:
SEE STATEMENTS
dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
factors:
SEE STATEMENTS
Form 990-PF (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

100 OTERO

NMSU-A 2400 N SCENIC DR PRO TECH
BLDG RM 130
ALAMOGORDO,NM88310 		  PC GENERAL OPERATING SUPPORT 15,000

501(C)PA

3900 OSUNA RD NE STE 260
ALBUQUERQUE,NM87109 		  PC GENERAL OPERATING SUPPORT 35,000

ALBUQUERQUE COMMUNITY FOUNDATION FISCAL SPONSOR FOR HEALTHY NEIGHBORHOODS A

PO BOX 25266
ALBUQUERQUE,NM871250266 		  PC GENERAL OPERATING SUPPORT 15,000

ALBUQUERQUE COMMUNITY FOUNDATION FISCAL SPONSOR FOR NEW MEXICO FUNDERS COLL

PO BOX 25266
ALBUQUERQUE,NM87125 		  PC GENERAL OPERATING SUPPORT 5,000

ALBUQUERQUE COMMUNITY FOUNDATION FISCAL SPONSOR FOR TOGETHER FOR BROTHERS

PO BOX 25266
ALBUQUERQUE,NM87125 		  PC GENERAL OPERATING SUPPORT 5,000

ALLIANCE FOR LOCAL ECONOMIC PROSPERITY

PO BOX 33132
SANTA FE,NM87594 		  PC GENERAL OPERATING SUPPORT 15,000

ALMA

PO BOX 12885
ALBUQUERQUE,NM87195 		  PC GENERAL OPERATING SUPPORT 35,000

AMERICANS FOR INDIAN OPPORTUNITY

1001 MARQUETTE AVENUE NW
ALBUQUERQUE,NM87102 		  PC GENERAL OPERATING SUPPORT 35,000

ANIMAL PROTECTION OF NEW MEXICO INC

PO BOX 11395
ALBUQUERQUE,NM87192 		  PC GENERAL OPERATING SUPPORT 35,000

APS EDUCATION FOUNDATION FISCAL SPONSOR FOR ANY GIVEN CHILD ABQ

PO BOX 25704
ALBUQUERQUE,NM871250704 		  PC GENERAL OPERATING SUPPORT 15,000

ARTS HUB

1214 AMADO ST NW
ALBUQUERQUE,NM87104 		  PC GENERAL OPERATING SUPPORT 35,000

ASSET FUNDERS NETWORK NEW MEXICO AFN

2045 W GRAND AVE STE B 50387
CHICAGO,IL606121577 		  PC GENERAL OPERATING SUPPORT 10,000

ATD FOURTH WORLD MOVEMENT

PO BOX 1787
GALLUP,NM87305 		  PC GENERAL OPERATING SUPPORT 35,000

BARELAS COMMUNITY COALITION

1309 4TH STREET SW SUITE B
ALBUQUERQUE,NM87102 		  PC GENERAL OPERATING SUPPORT 35,000

BORDERLAND BOYS AND GIRLS CLUB

416 W PRINCETON AVE
GALLUP,NM87301 		  PC GENERAL OPERATING SUPPORT 3,500

CASA Q INC

PO BOX 36168
ALBUQUERQUE,NM87176 		  PC GENERAL OPERATING SUPPORT 1,850

CAVU

518 OLD SANTA FE TRAIL STE 1-405
SANTA FE,NM87505 		  PC GENERAL OPERATING SUPPORT 5,000

CENTER FOR CIVIC POLICY

PO BOX 27616
ALBUQUERQUE,NM87125 		  PC GENERAL OPERATING SUPPORT 35,000

CENTER FOR SOCIAL SUSTAINABLE SYSTEMS

211 10TH ST SW
ALBUQUERQUE,NM87102 		  PC GENERAL OPERATING SUPPORT 35,000

CENTER OF SOUTHWEST CULTURE INC FISCAL SPONSOR FOR PUEBLO RESURGENTS

505 MARQUETTE AVE NW STE 1610
ALBUQUERQUE,NM871022158 		  PC GENERAL OPERATING SUPPORT 35,000

CENTER OF SOUTHWEST CULTURE INC

505 MARQUETTE AVE NW STE 1610
ALBUQUERQUE,NM871022158 		  PC GENERAL OPERATING SUPPORT 35,000

CENTER OF SOUTHWEST CULTURE INC FISCAL SPONSOR FOR COOPERATIVE DEVELOPMEN

505 MARQUETTE AVE NW STE 1610
ALBUQUERQUE,NM871022158 		  PC GENERAL OPERATING SUPPORT 15,000

CHAINBREAKER COLLECTIVE

1519 5TH ST
SANTA FE,NM87505 		  PC GENERAL OPERATING SUPPORT 35,000

CHAVES COUNTY CASA PROGRAM

500 N MAIN ST 310
ROSWELL,NM88201 		  PC GENERAL OPERATING SUPPORT 15,000

CHIMAYO CULTURAL PRESERVATION ASSOCIATION

PO BOX 727
CHIMAYO,NM87522 		  PC GENERAL OPERATING SUPPORT 3,500

CIBOLA ARTS COUNCIL

1001 W SANTA FE AVE
GRANTS,NM870203515 		  PC GENERAL OPERATING SUPPORT 15,000

CODE FOR AMERICA

972 MISSION ST 5TH FLOOR
SAN FRANCISCO,CA94103 		  PC GENERAL OPERATING SUPPORT 35,000

COLLINS LAKE AUTISM CENTER

PO BOX 472
CLEVELAND,NM87715 		  PC GENERAL OPERATING SUPPORT 15,000

CONSERVATION LEGACY

701 CAMINO DEL RIO SUITE 101
DURANGO,CO81301 		  PC GENERAL OPERATING SUPPORT 35,000

CORNERSTONES COMMUNITY PARTNERSHIPS

PO BOX 2341
SANTA FE,NM875042341 		  PC GENERAL OPERATING SUPPORT 15,000

CRUCES CREATIVES

205 E LOHMAN AVENUE
LAS CRUCES,NM88001 		  PC GENERAL OPERATING SUPPORT 35,000

CUBA INDEPENDENT SCHOOL DISTRICT

PO BOX 70
CUBA,NM87013 		  GOV GENERAL OPERATING SUPPORT 15,000

CUIDANDO LOS NINOS

PO BOX 12786
ALBUQUERQUE,NM87195 		  PC GENERAL OPERATING SUPPORT 35,000

DONA ANA VILLAGE HISTORIC PRESERVATION COMMITTEE

PO BOX 1062
DONA ANA,NM88032 		  PC GENERAL OPERATING SUPPORT 3,500

DUKE CITY REPERTORY THEATRE

PO BOX 16437
ALBUQUERQUE,NM87191 		  PC GENERAL OPERATING SUPPORT 15,000

EARTH CARE INTERNATIONAL FISCAL SPONSOR FOR NIHI K'E BAA-FOR OUR RELATIVES

PO BOX 28969
SANTA FE,NM875928969 		  PC GENERAL OPERATING SUPPORT 35,000

EARTH CARE INTERNATIONAL

PO BOX 28969
SANTA FE,NM875928969 		  PC GENERAL OPERATING SUPPORT 35,000

EL PUENTE DE ENCUENTROS

600 CENTRAL AVE SE STE 200 MB 20
ALBUQUERQUE,NM87102 		  PC GENERAL OPERATING SUPPORT 3,000

EMBRACING EQUITY

2028 E BEN WHITE BLVD 240-4701
AUSTIN,TX78741 		  PC GENERAL OPERATING SUPPORT 5,000

ENLACE COMUNITARIO

PO BOX 8919
ALBUQUERQUE,NM87198 		  PC GENERAL OPERATING SUPPORT 35,000

ESPANOLA VALLEY FIBER ARTS CENTER

325 PASEO DE ONATE
ESPANOLA,NM87532 		  PC GENERAL OPERATING SUPPORT 2,500

FAMILY CAREGIVER CENTER OF NEW MEXICO

PO BOX 36735
ALBUQUERQUE,NM87176 		  PC GENERAL OPERATING SUPPORT 4,000

FARM TO TABLE INC FISCAL SPONSOR FOR ESPANOLA FARMERS MARKET EDU AND CUL

518 OLD SANTA FE TRAIL SUITE 1 BOX
171
SANTA FE,NM87505 		  PC GENERAL OPERATING SUPPORT 4,000

FEDERATION OF AMERICAN SCIENTISTS FISCAL SPONSOR FOR FLI SCI

1150 18TH STREET NW SUITE 1000
WASHINGTON,DC20036 		  PC GENERAL OPERATING SUPPORT 5,000

FREE FLOW NM INC

207 ALAMO DRIVE
SANTA FE,NM87501 		  PC GENERAL OPERATING SUPPORT 5,000

FRIENDS OF THE SANTA FE NATIONAL FOREST

PO BOX 5223
SANTA FE,NM87502 		  PC GENERAL OPERATING SUPPORT 3,000

FUNDAMENTAL NEEDS

14881 ROAD 26
DOLORES,CO81323 		  PC GENERAL OPERATING SUPPORT 35,000

FUTURE FOCUSED EDUCATION

200 3RD STREET NW SUITE 306
ALBUQUERQUE,NM87102 		  PC GENERAL OPERATING SUPPORT 35,000

GLOBAL SANTA FE

413 GRANT AVENUE SUITE D
SANTA FE,NM87501 		  PC GENERAL OPERATING SUPPORT 4,000

GRANT COUNTY COMMUNITY FOUNDATION FISCAL SPONSOR FOR GIVE GRANDLY COALITION

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

GRANT COUNTY COMMUNITY FOUNDATION

PO BOX 1767
SILVER CITY,NM88062 		  PC GENERAL OPERATING SUPPORT 35,000

HISPANIC FEDERATION INC

55 EXCHANGE PLACE FL 5
NEW YORK,NY10005 		  PC GENERAL OPERATING SUPPORT 200,000

HOLE IN THE HEART

5704 TIERRA VIVA PLACE NW
ALBUQUERQUE,NM87107 		  PC GENERAL OPERATING SUPPORT 2,500

HOMEWISE INC

1301 SILER RD BLDG D
SANTA FE,NM87507 		  PC GENERAL OPERATING SUPPORT 35,000

INDIGENOUS LIFE WAYS FISCAL SPONSOR FOR MCKINLEY COMMUNITY HEALTH ALLIANCE

2418 E HISTORIC HIGHWAY 66 259
GALLUP,NM87301 		  PC GENERAL OPERATING SUPPORT 35,000

KERES CHILDREN'S LEARNING CENTER

PO BOX 113
COCHITI PUEBLO,NM87072 		  PC GENERAL OPERATING SUPPORT 35,000

KESHET DANCE COMPANY

4121 CUTLER AVE NE
ALBUQUERQUE,NM87110 		  PC GENERAL OPERATING SUPPORT 60,000

KOAHNIC BROADCAST CORPORATION

3600 SAN JERONIMO DR SUITE 480
ANCHORAGE,AK99508 		  PC GENERAL OPERATING SUPPORT 5,000

LA PLAZA DE ENCUENTRO GATHERING PLACE

907 4TH STREET SW
ALBUQUERQUE,NM87102 		  PC GENERAL OPERATING SUPPORT 35,000

LA SEMILLA FOOD CENTER

PO BOX 2579
ANTHONY,NM88021 		  PC GENERAL OPERATING SUPPORT 60,000

LAB LEARNING AND ACTION BUFFET

506 S MAIN STREET SUITE 201
LAS CRUCES,NM88001 		  PC GENERAL OPERATING SUPPORT 15,000

LAS CRUCES COMMUNITY RADIO

121 WYATT DR 9
LAS CRUCES,NM88005 		  PC GENERAL OPERATING SUPPORT 2,500

LIONS CLUB OF TAOS INC

PO BOX 199
TAOS,NM87571 		  PC GENERAL OPERATING SUPPORT 2,500

LOS ALAMOS ARTS COUNCIL

PO BOX 284
LOS ALAMOS,NM87544 		  PC GENERAL OPERATING SUPPORT 3,500

LOS ALAMOS NATIONAL LABORATORY FOUNDATION

1112 PLAZA DEL NORTE
ESPANOLA,NM87532 		  PC GENERAL OPERATING SUPPORT 38,000

LOS ALAMOS ROTARY 1312 INC FISCAL SPONSOR FOR ROTARY CLUB OF LOS ALAMOS

PO BOX 986
LOS ALAMOS,NM87544 		  PC GENERAL OPERATING SUPPORT 2,500

LOS NINOS DEL TEATROTAOS CHILDREN'S THEATRE

PO BOX 1653
RANCHOS DE TAOS,NM87557 		  PC GENERAL OPERATING SUPPORT 4,000

LYNDON FOUNDATION CORP

124 S BRADLEY ST
GALLUP,NM87301 		  PC GENERAL OPERATING SUPPORT 4,000

MAS COMUNIDAD

PO BOX 237
PENASCO,NM87553 		  PC GENERAL OPERATING SUPPORT 35,000

MOVING ARTS ESPANOLA

PO BOX 505
VELARDE,NM87582 		  PC GENERAL OPERATING SUPPORT 35,000

NACA INSPIRED SCHOOLS NETWORK

924 PARK AVE SW SUITE C
ALBUQUERQUE,NM87102 		  PC GENERAL OPERATING SUPPORT 35,000

NACA INSPIRED SCHOOLS NETWORK FISCAL SPONSOR FOR INDIGENOUS FARM HUB

924 PARK AVE SW SUITE C
ALBUQUERQUE,NM87102 		  PC GENERAL OPERATING SUPPORT 35,000

NATIONAL INDIAN YOUTH LEADERSHIP DEVELOPMENT PROJECT INC

13701 SKYLINE RD NE SUITE B
ALBUQUERQUE,NM871232327 		  PC GENERAL OPERATING SUPPORT 15,000

NEW MEXICO ALLIANCE OF HEALTH COUNCILS

223 N GUADALUPE ST BOX 832
SANTA FE,NM87501 		  PC GENERAL OPERATING SUPPORT 35,000

NEW MEXICO ASIAN FAMILY CENTER

PO BOX 37346
ALBUQUERQUE,NM87176 		  PC GENERAL OPERATING SUPPORT 5,000

NEW MEXICO BLACK LEADERSHIP COUNCIL

1314 MADEIRA DR SE
ALBUQUERQUE,NM87108 		  PC GENERAL OPERATING SUPPORT 35,000

NEW MEXICO CENTER ON LAW AND POVERTY

PO BOX 27290
ALBUQUERQUE,NM87125 		  PC GENERAL OPERATING SUPPORT 60,000

NEW MEXICO ENVIRONMENTAL LAW CENTER

PO BOX 12931
ALBUQUERQUE,NM87195 		  PC GENERAL OPERATING SUPPORT 35,000

NEW MEXICO FARMERS' MARKETING ASSOCIATION

1919 FIFTH STREET SUITE H
SANTA FE,NM875056012 		  PC GENERAL OPERATING SUPPORT 35,000

NEW MEXICO FOUNDATION FISCAL SPONSOR FOR COMMUNITIES FOR CLEAN WATER

8 CALLE MEDICO
SANTA FE,NM87505 		  PC GENERAL OPERATING SUPPORT 15,000

NEW MEXICO FOUNDATION FISCAL SPONSOR FOR GREENROOTS INSTITUTE

8 CALLE MEDICO
SANTA FE,NM87505 		  PC GENERAL OPERATING SUPPORT 15,000

NEW MEXICO FOUNDATION FISCAL SPONSOR FOR NEW MEXICO TRIBAL LANGUAGE CONSORT

8 CALLE MEDICO
SANTA FE,NM87505 		  PC GENERAL OPERATING SUPPORT 15,000

NEW MEXICO FOUNDATION FISCAL SPONSOR FOR YAKANAL

8 CALLE MEDICO
SANTA FE,NM87505 		  PC GENERAL OPERATING SUPPORT 35,000

NEW MEXICO FRIENDS OF FOSTER CHILDREN

PO BOX 25365
ALBUQUERQUE,NM87125 		  PC GENERAL OPERATING SUPPORT 5,000

NEW MEXICO IMMIGRANT LAW CENTER

PO BOX 7040
ALBUQUERQUE,NM871947040 		  PC GENERAL OPERATING SUPPORT 35,000

NEW MEXICO REENTRY CENTER

215 3RD STREET SW
ALBUQUERQUE,NM87102 		  PC GENERAL OPERATING SUPPORT 2,500

NEW MEXICO RESILIENCY ALLIANCE

2700 KATHRYN AVE SE
ALBUQUERQUE,NM87106 		  PC GENERAL OPERATING SUPPORT 35,000

NGAGE NEW MEXICO

3880 FOOTHILLS RD SUITE A
LAS CRUCES,NM88011 		  PC GENERAL OPERATING SUPPORT 35,000

OUTDOOR NEW MEXICO

PO BOX 1934
LAS CRUCES,NM880041934 		  PC GENERAL OPERATING SUPPORT 15,000

OUTDOORS EMPOWERED NETWORK FISCAL SPONSOR FOR BUENO PARA TODOS FARM

PO BOX 347171
SAN FRANCISCO,CA94134 		  PC GENERAL OPERATING SUPPORT 15,000

PARTNERSHIP FOR COMMUNITY ACTION

722 ISLETA BLVD SW APT B
ALBUQUERQUE,NM87105 		  PC GENERAL OPERATING SUPPORT 35,000

PARTNERSHIP FOR COMMUNITY ACTION FISCAL SPONSOR FOR NM EVICTION PREVENTION

722 ISLETA BLVD SW SUITE B
ALBUQUERQUE,NM87105 		  PC GENERAL OPERATING SUPPORT 35,000

PARTNERSHIP FOR COMMUNITY ACTION FISCAL SPONSOR FOR RISOLANA

722 ISLETA BLVD SW SUITE B
ALBUQUERQUE,NM87105 		  PC GENERAL OPERATING SUPPORT 15,000

PARTNERSHIP FOR RESEARCH & EDUCATION FISCAL SPONSOR FOR ONE GENERATION

1523 MOUNTAIN RD NW
ALBUQUERQUE,NM87104 		  PC GENERAL OPERATING SUPPORT 35,000

PAWS AND STRIPES

617 TRUMAN STREET NE
ALBUQUERQUE,NM87110 		  PC GENERAL OPERATING SUPPORT 3,000

PUEBLO OF LAGUNA DIVISION OF EARLY CHILDHOOD PROGRAM

PO BOX 798
LAGUNA,NM87026 		  GOV GENERAL OPERATING SUPPORT 2,100

PUEBLO OF POJOAQUE FAMILY AND CHILDREN SERVICES

58 CITIES OF GOLD RD SUITE 5
SANTA FE,NM87506 		  GOV GENERAL OPERATING SUPPORT 35,000

PUEBLO OF SAN FELIPE

ATTN NATURAL RESOURCES DEPT 127
HAGEN ROAD
SAN FELIPE PUEBLO,NM87001 		  GOV GENERAL OPERATING SUPPORT 35,000

QUEEN BEE MUSIC ASSOCIATION

PO BOX 4011
SANTA FE,NM87502 		  PC GENERAL OPERATING SUPPORT 4,000

QUIVIRA COALITION

1413 SECOND ST SUITE 1
SANTA FE,NM87505 		  PC GENERAL OPERATING SUPPORT 2,500

R4 CREATING

6391 ROADRUNNER LOOP NE
RIO RANCHO,NM87144 		  PC GENERAL OPERATING SUPPORT 3,500

REBUILDING TOGETHER SANDOVAL COUNTY

PO BOX 1913
BERNALILLO,NM87004 		  PC GENERAL OPERATING SUPPORT 2,500

REIN DANCE ASSOCIATION INC

26 RD 3450
FLORA VISTA,NM87415 		  PC GENERAL OPERATING SUPPORT 3,500

RIO GRANDE COMMUNITY DEVELOPMENT CORPORATION

318 ISLETA BLVD SW
ALBUQUERQUE,NM871053822 		  PC GENERAL OPERATING SUPPORT 35,000

RIO GRANDE COMMUNITY DEVELOPMENT CORPORATION FISCAL SPONSOR FOR COLOR THEOR

318 ISLETA BLVD SW
ALBUQUERQUE,NM871053822 		  PC GENERAL OPERATING SUPPORT 35,000

RIO RANCHO CREATIVE CROSSROADS

5033 WHITE OWL WAY NE
RIO RANCHO,NM87144 		  PC GENERAL OPERATING SUPPORT 1,850

SAAD K'IDILYE

9315 CANDELARIA RD NE
ALBUQUERQUE,NM87112 		  PC GENERAL OPERATING SUPPORT 35,000

SAN JUAN CITIZENS ALLIANCE

PO BOX 2461
DURANGO,CO81302 		  PC GENERAL OPERATING SUPPORT 35,000

SANTA FE ART INSTITUTE

PO BOX 24044
SANTA FE,NM875024044 		  PC GENERAL OPERATING SUPPORT 15,000

SANTA FE COMMUNITY FOUNDATION FISCAL SPONSOR FOR NEW MEXICO IMPACT INVESTIN

PO BOX 1827
SANTA FE,NM875041827 		  PC GENERAL OPERATING SUPPORT 30,000

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

PO BOX 1827
SANTA FE,NM875041827 		  PC GENERAL OPERATING SUPPORT 60,000

SANTA FE DREAMERS PROJECT

PO BOX 8009
SANTA FE,NM87504 		  PC GENERAL OPERATING SUPPORT 4,000

SEMILLA PROJECT

PO BOX 37197
ALBUQUERQUE,NM87176 		  PC GENERAL OPERATING SUPPORT 40,000

SITE SANTA FE

1606 PASEO DE PERALTA
SANTA FE,NM87501 		  PC GENERAL OPERATING SUPPORT 3,000

SOCIETY OF THE MUSE OF THE SOUTHWEST

PO BOX 3225
TAOS,NM87571 		  PC GENERAL OPERATING SUPPORT 2,000

SOUTHWEST ORGANIZING PROJECT FISCAL SPONSOR FOR YOUTH AGRICULTURAL COOPERAT

211 10TH ST SW
ALBUQUERQUE,NM87102 		  PC GENERAL OPERATING SUPPORT 15,000

SOUTHWEST RESEARCH AND INFORMATION CENTER FISCAL SPONSOR FOR SOUTH-CENTRAL

PO BOX 4524
ALBUQUERQUE,NM871964524 		  PC GENERAL OPERATING SUPPORT 2,000

SOUTHWEST RESEARCH AND INFORMATION CENTER

PO BOX 4524
ALBUQUERQUE,NM871964524 		  PC GENERAL OPERATING SUPPORT 35,000

SOUTHWEST RESOURCE AND INFORMATION CENTER FISCAL SPONSOR FOR NEW MEXICO COM

PO BOX 4524
ALBUQUERQUE,NM871964524 		  PC GENERAL OPERATING SUPPORT 15,000

SPATIAL INFORMATICS GROUP NATURAL ASSETS LABORATORY

2529 YOLANDA COURT
PLEASANTON,CA94566 		  PC GENERAL OPERATING SUPPORT 5,000

STREET FOOD INSTITUTE

PO BOX 27058
ALBUQUERQUE,NM87125 		  PC GENERAL OPERATING SUPPORT 35,000

TALPA COMMUNITY CENTER ASSOCIATION INC

4 ARCHULETA RD
RANCHOS DE TAOS,NM87557 		  PC GENERAL OPERATING SUPPORT 3,500

TAOS LAND TRUST FISCAL SPONSOR FOR DE LA TIERRA A LA COSECHA

PO BOX 376
TAOS,NM87571 		  PC GENERAL OPERATING SUPPORT 15,000

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

PO BOX 376
TAOS,NM87571 		  PC GENERAL OPERATING SUPPORT 15,000

TENDERLOVE COMMUNITY CENTER

PO BOX 65156
ALBUQUERQUE,NM87193 		  PC GENERAL OPERATING SUPPORT 17,900

THE NATIONAL CENTER FOR FRONTIER COMMUNITIES

PO BOX 2471
SILVER CITY,NM88061 		  PC GENERAL OPERATING SUPPORT 35,000

THE NM BLACK CAT CULTURAL ENTERPRISES FISCAL SPONSOR FOR VIIIZON ACADEMY

3011 MONTE VISTA BLVD NE
ALBUQUERQUE,NM87106 		  PC GENERAL OPERATING SUPPORT 35,000

THE SAVILA COLLABORATIVE DBA CENTRO SAVILA

PO BOX 12455
ALBUQUERQUE,NM87195 		  PC GENERAL OPERATING SUPPORT 35,000

THREE SISTERS KITCHEN

109 GOLD AVE SW
ALBUQUERQUE,NM87102 		  PC GENERAL OPERATING SUPPORT 40,000

TOMORROW'S WOMEN

369 MONTEZUMA AVENUE 566
SANTA FE,NM87501 		  PC GENERAL OPERATING SUPPORT 35,000

TREES WATER & PEOPLE

633 REMINGTON ST
FORT COLLINS,CO80524 		  PC GENERAL OPERATING SUPPORT 35,000

TWO WORLDS

PO BOX 65307
ALBUQUERQUE,NM87193 		  PC GENERAL OPERATING SUPPORT 15,000

VALENCIA COMMUNITY ACTION NETWORK (VCAN)

540 CAMINO DE HIGINIO
LOS LUNAS,NM87031 		  PC GENERAL OPERATING SUPPORT 5,000

WESTERN ENVIRONMENTAL LAW CENTER

120 SHELTON MCMURPHEY BLVD STE 340
EUGENE,OR97401 		  PC GENERAL OPERATING SUPPORT 35,000

WISE FOOL NEW MEXICO

1131 SILER ROAD SUITE B
SANTA FE,NM87507 		  PC GENERAL OPERATING SUPPORT 15,000

WOMEN WITH WINGS FOUNDATION

PO BOX 4183
SANTA FE,NM87502 		  PC GENERAL OPERATING SUPPORT 2,500

WORKING CLASSROOM INC

423 ATLANTIC AVENUE SW
ALBUQUERQUE,NM87102 		  PC GENERAL OPERATING SUPPORT 35,000

YOUTH HEARTLINE

224 CRUZ ALTA ROAD SUITE F
TAOS,NM87571 		  PC GENERAL OPERATING SUPPORT 15,000

ZUNI YOUTH ENRICHMENT PROJECT

PO BOX 447
ZUNI,NM87327 		  PC GENERAL OPERATING SUPPORT 35,000
Total .................................right arrow 3a 3,170,700
bApproved for future payment

AMERICANS FOR INDIAN OPPORTUNITY
1001 MARQUETTE AVENUE NW
ALBUQUERQUE,NM87102 		  PC GENERAL OPERATING SUPPORT 70,000

ANIMAL PROTECTION OF NEW MEXICO INC
PO BOX 11395
ALBUQUERQUE,NM87192 		  PC GENERAL OPERATING SUPPORT 70,000

ARTS HUB
1214 AMADO ST NW
ALBUQUERQUE,NM87104 		  PC GENERAL OPERATING SUPPORT 70,000

BARELAS COMMUNITY COALITION
1309 4TH STREET SW SUITE B
ALBUQUERQUE,NM87102 		  PC GENERAL OPERATING SUPPORT 70,000

CENTER OF SOUTHWEST CULTURE INC
505 MARQUETTE AVE NW STE 1610
ALBUQUERQUE,NM871022158 		  PC GENERAL OPERATING SUPPORT 70,000

CHAINBREAKER COLLECTIVE
1519 5TH ST
SANTA FE,NM87505 		  PC GENERAL OPERATING SUPPORT 70,000

CONSERVATION LEGACY
701 CAMINO DEL RIO SUITE 101
DURANGO,CO81301 		  PC GENERAL OPERATING SUPPORT 70,000

CRUCES CREATIVES
205 E LOHMAN AVENUE
LAS CRUCES,NM88001 		  PC GENERAL OPERATING SUPPORT 70,000

EARTH CARE INTERNATIONAL FISCAL SPONSOR FOR NIHI K'E BAA-FOR OUR RELATIVES
PO BOX 28969
SANTA FE,NM875928969 		  PC GENERAL OPERATING SUPPORT 70,000

GILA COMMUNITY FOUNDATION
PO BOX 1767
SILVER CITY,NM88062 		  PC GENERAL OPERATING SUPPORT 70,000

INDIGENOUS LIFE WAYS FISCAL SPONSOR FOR MCKINLEY COMMUNITY HEALTH ALLIANCE
2418 E HISTORIC HIGHWAY 66 259
GALLUP,NM87301 		  PC GENERAL OPERATING SUPPORT 70,000

NEW MEXICO BLACK LEADERSHIP COUNCIL
1314 MADEIRA DR SE
ALBUQUERQUE,NM87108 		  PC GENERAL OPERATING SUPPORT 70,000

NEW MEXICO FOUNDATION FISCAL SPONSOR FOR YAKANAL
8 CALLE MEDICO
SANTA FE,NM87505 		  PC GENERAL OPERATING SUPPORT 70,000

PUEBLO OF POJOAQUE FAMILY AND CHILDREN SERVICES
58 CITIES OF GOLD RD SUITE 5
SANTA FE,NM87506 		  GOV GENERAL OPERATING SUPPORT 70,000

PUEBLO OF SAN FELIPE
ATTN NATURAL RESOURCES DEPT 127
HAGEN ROAD
SAN FELIPE PUEBLO,NM87001 		  GOV GENERAL OPERATING SUPPORT 70,000

STREET FOOD INSTITUTE
PO BOX 27058
ALBUQUERQUE,NM87125 		  PC GENERAL OPERATING SUPPORT 70,000

TREES WATER & PEOPLE
633 REMINGTON ST
FORT COLLINS,CO80524 		  PC GENERAL OPERATING SUPPORT 70,000

ZUNI YOUTH ENRICHMENT PROJECT
PO BOX 447
ZUNI,NM87327 		  PC GENERAL OPERATING SUPPORT 70,000
Total ................................. right arrow 3b 1,260,000
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 ........... 		    14 461  
4 Dividends and interest from securities ....     14 1,392,169  
5 Net rental income or (loss) from real estate:
aDebt-financed property......          
bNot debt-financed property.....     16 10,739  
6 Net rental income or (loss) from personal property          
7 Other investment income ..... 523000 44,498 01 13,130  
8 Gain or (loss) from sales of assets other than
inventory ............ 		523000 5,413 18 3,107,793  
9 Net income or (loss) from special events:          
10 Gross profit or (loss) from sales of inventory          
11 Other revenue:
aTAX REFUND 		900099   01 26,477  
b
c
d
e
12 Subtotal. Add columns (b), (d), and (e) .. 49,911 4,550,769 0
13Total. Add line 12, columns (b), (d), and (e)..................
13
4,600,680
(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

TY 2024 AccountingFeesSchedule
Name:
MARSHALL L AND PERRINE D MCCUNE
 
CHARITABLE FOUNDATION INC
EIN:
85-0429439
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
ACCOUNTING EXPENSE 133,657 26,731   106,925

TY 2024 GeneralExplanationAttachment
Name:
MARSHALL L AND PERRINE D MCCUNE
 
CHARITABLE FOUNDATION INC
EIN:
85-0429439
Identifier Return Reference Explanation
  FORM 990-PF, PART XV, LINE 2B THE FOUNDATION HOLDS AN OPEN GRANT APPLICATION CYCLE ANNUALLY FROM AUGUST 15 TO SEPTEMBER 15 (NOTE THAT EXACT DATES MAY CHANGE ANNUALLY). ALL APPLICATION MATERIALS AND INSTRUCTIONS ARE AVAILABLE AT: HTTPS://NMMCCUNE.ORG/APPLY. APPLICATIONS ARE SUBMITTED ONLINE. APPLICANTS SELF-DETERMINE THEIR PROPOSED FUNDING TIER AND FOUNDATION PRIORITY AREA BASED ON INFORMATIONAL WORKSHEETS AND DOWNLOADABLE MATERIALS ON THE FOUNDATION'S WEBSITE. APPLICANT TECHNICAL SUPPORT AND QUESTIONS ARE ADDRESSED BY FOUNDATION STAFF AT ONLINE WEBINARS AND SCHEDULED OPEN CALL SESSIONS.ROLLING APPLICATIONS ARE ACCEPTED YEAR-ROUND FOR DISCRETIONARY (UP TO $5K) GRANTS. THE DISCRETIONARY GRANT APPLICATION PROCESS BEGINS WITH A LETTER OF INQUIRY AND IS EXPLAINED ON THE GRANTSEEKERS FAQ LINK AT HTTPS://NMMCCUNE.ORG/APPLY.
  FORM 990-PF, PART XV, LINE 2C OPEN CYCLE APPLICATION DEADLINE: AUGUST 15-SEPTEMBER 15 EACH YEAR. EXACT DATES VARY AND ARE AVAILABLE AT HTTPS://NMMCCUNE.ORG/APPLY.DISCRETIONARY GRANT APPLICATION DEADLINE: ROLLING, YEAR-ROUND.
  FORM 990-PF, PART XV, LINE 2D THE FOUNDATION FUNDS QUALIFYING CHARITABLE PROGRAMS WITH OPERATIONS IN NEW MEXICO IN NINE PRIORITY AREAS: 1) LOCAL FOOD INDUSTRY DEVELOPMENT, 2) EDUCATION TRANSFORMATION & EARLY CHILDHOOD DEVELOPMENT, 3) ECONOMIC DEVELOPMENT & FAMILY ASSET BUILDING, 4) BUILDING LINKS BETWEEN ARTS & COMMUNITY ENGAGEMENT, 5) LEVERAGING OPPORTUNITIES WITH HEALTH CARE, 6) INFLUENCING URBAN PLANNING & BUILT ENVIRONMENTS, 7) STEWARDSHIP OF NATURAL RESOURCES, 8) CAPACITY BUILDING IN THE NONPROFIT SECTOR, AND 9) STRATEGIES FOR RURAL DEVELOPMENT.A LIST OF INELIGIBLE APPLICATION TYPES MAY BE FOUND AT: HTTPS://NMMCCUNE.ORG/APPLY AND INCLUDES: DIRECT DONATIONS OR GRANTS TO INDIVIDUALS; DIRECT GRANTS TO FOR-PROFIT INSTITUTIONS; PROJECTS IN THE AREA OF HEALTH ADDRESSING AND/OR PROVIDING MEDICAL RESEARCH RELATED TO PARTICULAR DISEASES OR CONDITIONS; PROJECTS THAT SERVE RELIGIOUS PURPOSES; GRANTS TO POLITICAL CAMPAIGNS, TO SUPPORT POLITICAL ACTIVITIES OR TO LOBBY FOR OR AGAINST PARTICULAR PIECES OF LEGISLATION; GRANTS FOR ORGANIZATIONS "IN CRISIS OR FOR DEBT REPAYMENT; ESTABLISHMENT OF ENDOWED CHAIRS OR OTHER PERMANENT ACADEMIC POSTS; ADOPTION SERVICES OR SUPPORT; ONGOING OPERATING SUPPORT FOR WELL-ESTABLISHED CHARTER SCHOOLS; FILM PROJECTS; PAROCHIAL AND PRIVATE SCHOOLS; AND INDIRECT COSTS FOR INSTITUTIONS OF HIGHER EDUCATION.ADDITIONAL WORKSHEETS AND INFORMATION FOR APPLICANTS TO DETERMINE ELIGIBILITY ARE AVAILABLE ON THE FOUNDATION'S WEBSITE.

TY 2024 InvestmentsCorpBondsSchedule
Name:
MARSHALL L AND PERRINE D MCCUNE
 
CHARITABLE FOUNDATION INC
EIN:
85-0429439
Name of Bond End of Year Book Value End of Year Fair Market Value
ABBOTT LABORATORIES 51,339 51,339
ABBVIE INC 39,706 39,706
ACCESS CAPITAL COMMUNITY INVESTMENT 928,393 928,393
AEP TRANSMISSION CO LLC 57,174 57,174
AMERICAN HONDA FINANCE 91,199 91,199
AMERICAN TOWER CORP 48,373 48,373
AMGEN INC 94,376 94,376
ANTHEM INC 92,839 92,839
AON CORP/AON GLOBAL HOLDINGS 58,690 58,690
ARROWSTREET GLOBAL EQUITY ACWI 5,821,236 5,821,236
ASTRAZENECA PLC 35,965 35,965
AT&T INC 65,102 65,102
AVALONBAY COMMUNITIES 95,695 95,695
BANK OF AMERICA CORP 141,270 141,270
BANK OF MONTREAL 134,382 134,382
BANK OF NOVA SCOTIA 125,035 125,035
BLACKROCK FUNDING INC 87,890 87,890
CARRIER GLOBAL CORP 12,183 12,183
CHUBB INA HOLDINGS INC 41,528 41,528
CITIGROUP INC 140,675 140,675
CITIZENS FINL GROUP INC 89,296 89,296
CNH INDUSTRIAL CAP LLC 45,643 45,643
COMCAST CORP 55,747 55,747
CVS HEALTH CORP 37,105 37,105
DTE ELECTRIC CO 54,566 54,566
ENBRIDGE INC 40,134 40,134
HOME DEPOT INC 38,434 38,434
JOHN DEERE CAPITAL CORP 131,773 131,773
JPMORGAN CHASE & CO 137,199 137,199
KEURIG DR PEPPER INC 84,653 84,653
LINCOLN NATIONAL CORP 45,010 45,010
LOCKHEED MARTIN CORP 58,339 58,339
LOWE'S COS INC 51,792 51,792
MEDTRONIC GLOBAL HLDGS 79,002 79,002
MORGAN STANLEY 84,625 84,625
NATIONAL RURAL UTIL 79,826 79,826
NEXTERA ENERGY CAPITAL 53,106 53,106
NORTHERN STATES PWR-MINN 55,413 55,413
NORTHWESTERN MEMORIAL 27,564 27,564
NSTAR ELECTRIC CO 96,650 96,650
PIMCO INCOME FUND 1,097,720 1,097,720
PROLOGIS LP 89,342 89,342
PROV ST JOSEPH HLTH OBL 37,472 37,472
PUBLIC SERVICE ELECTRIC 57,166 57,166
ROYAL BANK OF CANADA 123,924 123,924
RYDER SYSTEM INC 41,924 41,924
SEMPRA ENERGY 66,914 66,914
STATE STREET CORP 55,085 55,085
TRUIST FINANCIAL CORP 100,698 100,698
UNITEDHEALTH GROUP INC 51,407 51,407
VERIZON COMMUNICATIONS 86,117 86,117
WALT DISNEY COMPANY/THE 67,278 67,278
WASTE MGMT INC 34,337 34,337
WELLTOWER INC 43,510 43,510

TY 2024 InvestmentsCorpStockSchedule
Name:
MARSHALL L AND PERRINE D MCCUNE
 
CHARITABLE FOUNDATION INC
EIN:
85-0429439
Name of Stock End of Year Book Value End of Year Fair Market Value
AQR MANAGED FUTURES STRATEGY FUND 1,061,141 1,061,141
ARTISAN INTERNATIONAL VALUE FUND 2,630,316 2,630,316
FIRST EAGLE OVERSEA FUND 1,353,155 1,353,155
JOHCM INTERNATIONAL SELECT FUND 3,565,963 3,565,963
MFS INSTITUTIONAL INTERNATIONAL EQUITY FUND 2,696,558 2,696,558
T. ROWE PRICE NEW ERA FUND 2,067,408 2,067,408
VANGUARD EMERGING MARKETS STOCK INDEX FUND 811,057 811,057
VANGUARD TOTAL STOCK MARKET INDEX 30,996,397 30,996,397

TY 2024 InvestmentsGovtObligationsSch
Name:
MARSHALL L AND PERRINE D MCCUNE
 
CHARITABLE FOUNDATION INC
EIN:
85-0429439
US Government Securities - End of Year Book Value:

6,034,213
US Government Securities - End of Year Fair Market Value:

6,034,213
State & Local Government Securities - End of Year Book Value:


1,739,300
State & Local Government Securities - End of Year Fair Market Value:


1,739,300


TY 2024 InvestmentsLandSchedule2
Name:
MARSHALL L AND PERRINE D MCCUNE
 
CHARITABLE FOUNDATION INC
EIN:
85-0429439
Category/ Item Cost/Other Basis Accumulated Depreciation Book Value End of Year Fair Market Value
ALAMEDA RENTAL PROPERTY 894,123 0 894,123 894,123

TY 2024 InvestmentsOtherSchedule2
Name:
MARSHALL L AND PERRINE D MCCUNE
 
CHARITABLE FOUNDATION INC
EIN:
85-0429439
Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
ADAMS STREET FMV 107,371 107,371
ARES SENIOR DIRECT LENDING FUND FMV 218,361 218,361
BAXTER STREET OFFSHORE FUND LTD FMV 3,252,159 3,252,159
BLACKROCK TEMPUS FMV 3,302 3,302
BRINSON FMV 69,415 69,415
DAVIDSON KEMPNER FMV 2,204,619 2,204,619
EMERGING MARKETS GLOBAL FUND FMV 3,445,430 3,445,430
GENERATION IM GLOBAL EQUITY FUND LLC FMV 3,147,514 3,147,514
GLOBAL RESEARCH EQUITY EXTENDED FUND FMV 8,201,408 8,201,408
HBK OFFSHORE FUND LTD. FMV 1,874,017 1,874,017
MAGNETAR FMV 25,921 25,921
MOUNT KELLETT CAPITAL PARTNERS FMV 136,202 136,202
NEW MEXICO COMMUNITY CAPITAL FUND I, FMV 7,080 7,080
PRINCIPAL DIVERSIFIED REAL ASSET FUND FMV 2,040,019 2,040,019
QUANTUM FMV 31,296 31,296
RENAISSANCE INSTITUTIONAL EQUITIES FUNDS FMV 1,883,992 1,883,992
RESOURCE LAND FUND IV FMV 523,142 523,142
SAMLYN OFFSHORE, LTD. FMV 1,556,470 1,556,470
SPRING III FMV 24,323 24,323
THE BRINSON PARTNERSHIP FUND-2002 FMV 23,960 23,960

TY 2024 LandEtcSchedule2
Name:
MARSHALL L AND PERRINE D MCCUNE
 
CHARITABLE FOUNDATION INC
EIN:
85-0429439
Category / Item Cost / Other Basis Accumulated Depreciation Book Value End of Year Fair Market Value
BUILDING 1,121,816 704,234 417,582 417,582
339 PROPERTIES 1,374,247 701,847 672,400 672,400
FURNITURE, FIXTURES AND EQUIPMENT 470,785 470,000 785 785
LAND 470,986 0 470,986 470,986


TY 2024 LegalFeesSchedule
Name:
MARSHALL L AND PERRINE D MCCUNE
 
CHARITABLE FOUNDATION INC
EIN:
85-0429439
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
LEGAL EXPENSE 20,881 11,408   9,743


TY 2024 OtherAssetsSchedule
Name:
MARSHALL L AND PERRINE D MCCUNE
 
CHARITABLE FOUNDATION INC
EIN:
85-0429439
Description Beginning of Year - Book Value End of Year - Book Value End of Year - Fair Market Value
ACCRUED INCOME 75,809 80,295 80,295
RECEIVABLE FOR UNSETTLED INVESTMENT TRADES 11,192 4,038 4,038
FEDERAL EXCISE TAX RECEIVABLE 22,316 25,370 25,370


TY 2024 OtherExpensesSchedule
Name:
MARSHALL L AND PERRINE D MCCUNE
 
CHARITABLE FOUNDATION INC
EIN:
85-0429439
Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
BUSINESS-IN STATE 51,940 0   51,940
COMPUTER/WEB SITE EXPENSE 30,957 3,095   27,862
DUES & SUBSCRIPTIONS 10,651 533   10,118
LICENSES & FEES 48 5   43
OFFICE SUPPLIES 1,117 112   1,005
POSTAGE & DELIVERY 522 52   470
PROFESSIONAL EDUCATION 4,200 420   3,780
REPAIRS AND MAINTENANCE 9,156 916   8,240
INSURANCE 32,093 3,999   28,094
K-1 INVESTMENT EXPENSE 0 151,887   0
RENTAL EXPENSES 0 28,237   0
RENTAL EXPENSES 28,237 0   0


TY 2024 OtherIncomeSchedule2
Name:
MARSHALL L AND PERRINE D MCCUNE
 
CHARITABLE FOUNDATION INC
EIN:
85-0429439
Description Revenue And Expenses Per Books Net Investment Income Adjusted Net Income
K-1 OTHER INVESTMENT GAIN   902,101  
ROYALTIES   1,041  
OTHER INVESTMENT INCOME 57,628 57,628 57,628
TAX REFUND 26,477   26,477


TY 2024 OtherIncreasesSchedule
Name:
MARSHALL L AND PERRINE D MCCUNE
 
CHARITABLE FOUNDATION INC
EIN:
85-0429439
Description Amount
UNREALIZED GAIN 5,794,510


TY 2024 OtherLiabilitiesSchedule
Name:
MARSHALL L AND PERRINE D MCCUNE
 
CHARITABLE FOUNDATION INC
EIN:
85-0429439
Description Beginning of Year - Book Value End of Year - Book Value
DEFERRED TAX LIABILITY 221,130 209,162


TY 2024 OtherProfessionalFeesSchedule
Name:
MARSHALL L AND PERRINE D MCCUNE
 
CHARITABLE FOUNDATION INC
EIN:
85-0429439
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
OTHER PROFESSIONAL FEES 338,412 270,552   67,860


TY 2024 TaxesSchedule
Name:
MARSHALL L AND PERRINE D MCCUNE
 
CHARITABLE FOUNDATION INC
EIN:
85-0429439
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
OTHER TAXES 4,641 0   0
FEDERAL EXCISE TAXES 71,179 32,328   0