SANTA FE, NM
Marshall L And Perrine D Mccune Charitable Foundation
Quick Facts
- EIN
- 850429439
- Location
- SANTA FE, NM
- Category
- Philanthropy & Grantmaking
- Total Assets
- $97.6M
- Annual Income
- $33.9M
- IRS Ruling Year
- 1995
About This Foundation
Marshall L And Perrine D Mccune Charitable Foundation is a private foundation based in SANTA FE, NM. The foundation received its IRS ruling in 1995. It holds total assets of $97.6M. Annual income is reported at $33.9M. The foundation operates in the area of philanthropy & grantmaking.
View 990 FilingsFinancial Overview
Total Giving
$5.1M
2023+3%
Total Assets
$91.8M
2023+9%
Fair Market Value
$91.8M
2023
Net Worth
$91.6M
2023
Grants Paid
$3.4M
2023
Contributions
$0
2023
Net Investment Income
$2.9M
2023
Distribution Amount
$4.2M
2023
Total Giving by Year
$11.1M
11$7.2M
12$6.9M
13$6.8M
14$6.7M
15$6.6M
19$9M
20$5.2M
21$5M
22$5.1M
23Asset Growth
$111M
11$125.8M
12$128M
13$125.9M
14$117.6M
15$104.5M
19$102M
20$104.9M
21$84.5M
22$91.8M
23Investment Portfolio (2023)
Total: $52.3M
Corporate Stock: $39.3M
Corporate Bonds: $5.8M
Government Obligations: $7.2M
Other Investments: $34.9M
Cash: $200
Corporate Stock (45%)
Corporate Bonds (7%)
Government Obligations (8%)
Other Investments (40%)
Cash (0%)
Expense Breakdown (2023)
Grants Paid$3.4M
Pension & Benefits$166K
Officer Compensation$153K
Accounting Fees$130K
Depreciation$65K
Occupancy$46K
Travel & Conferences$39K
Legal Fees$2K
Revenue Sources (2023)
- Dividends
- $1.3M
- Capital Gains (Net)
- $637K
- Gross Rents
- $85K
- Other Income
- $7K
- Interest
- $417
Financial Details (2023)
- Total Revenue
- $2M
- Total Expenses
- $5.1M
- Exempt Purpose Expenses
- $4.3M
- Required Distribution
- $4.2M
- Undistributed Income
- $0
- Total Liabilities
- $233K
- Excise Tax
- $41K
Foundation Classification (2023)
Operating FoundationGrants to IndividualsNon-Charity GrantsLobbying ActivityExcess Business Holdings
990-PF Filings
| Tax Period | Return Type | View |
|---|---|---|
| 2023-12 | 990PF | View Filing |
| 2022-12 | 990PF | View Filing |
| 2021-12 | 990PF | View Filing |
| 2020-12 | 990PF | View Filing |
| 2018-12 | 990PF | View Filing |
Filings sourced from IRS e-file index. View all on ProPublica
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