2024-07-18T15:50:39-05:00 2023-12-31 760269860 Blazek & Vetterling 2900 Weslayan Suite 200 Houston TX 77027 990PF 2023-01-01 276185888 The Estelle H Yates Foundation ESTE 5757366702 PO Box 1020 Artesia NM 882111020 Peyton Yates Trustee 5757366702 2024-07-18 1 Peyton Yates 999009999 0 Kurt Coburn P01638285 7134395739 2024-07-18 3 AAL1 IAL1 2023 2023-04-26 12:10:37Z X 4480620 X X 159 159 200866 200866 156157 3012748 156157 357182 357182 0 0 0 995 0 995 2000 1000 1000 173789 15753 158036 654 654 0 177438 17407 160031 2765057 2765057 2942495 17407 2925088 -2585313 339775 95499 72857 72857 246443 544723 544723 1581 1652104 863156 1432114 4766740 2696318 2430926 6762367 4177054 4480620 0 0 X 0 0 0 0 6762367 4177054 6762367 4177054 6762367 4177054 6762367 -2585313 0 4177054 0 4177054 Publicly traded securities 3012746 2856591 156155 156155 Capital gain distributions 2 2 2 156157 4723 0 4723 0 4723 7997 0 0 0 7997 0 3274 3274 0 0 0 0 0 0 0 0 0 0 0 1 1 NM 1 0 0 0 0 1 N/A Peyton Yates 5757366702 PO Box 1020 Artesia NM 882111020 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 Peyton Yates PO Box 1020 Artesia NM 882111020 Trustee 1.00 0 0 0 Richard M Yates PO Box 1020 Artesia NM 882111020 Trustee 1.00 0 0 0 Peyton Yates Davis PO Box 1020 Artesia NM 882111020 Trustee 1.00 0 0 0 NONE 0 Morrow Reardon Wilkinson Miller Ltd 600 1st St NW Ste 100 Albuquerque NM 87102 Landscape architect 92817 Huitt-Zollars Inc 5430 Lyndon B Johnson Fwy Ste 1500 Dallas TX 75240 Architect 65219 0 In 2023, the Estelle H. Yates Foundation continued the update and improvement process on the City of Artesia's cemetery that was started in 2014. Estelle H. Yates Foundation retained the services of Huitt-Zollars to design two new buildings in Woodbine Cemetery for the City: a new cemetery office and a committal shelter. MRWM Landscape Architects was contracted to provide landscape design for Phase II of the Woodbine Cemetery renovations. 159031 0 5486431 722306 0 6208737 0 0 6208737 93131 6115606 305780 305780 4723 4723 301057 0 301057 0 301057 2925088 0 2925088 301057 0 0 382654 828720 1195000 875575 3281949 2925088 0 0 0 301057 2624031 0 0 5905980 0 0 0 0 0 0 0 5905980 382654 828720 1195000 875575 2624031 X Artesia Arts Council PO Box 782 Artesia NM 88211 N/A PC Operating 50000 Artesia Arts Council PO Box 782 Artesia NM 88211 N/A PC Theater Director Salary 31000 Artesia Arts Council PO Box 782 Artesia NM 88211 N/A PC Missoula Childrens Theater 4500 Artesia General Hospital Foundation 702 N 13th St Artesia NM 88210 N/A PC Infant warmer for ER 15284 Artesia MainStreet Inc PO Box 1635 Artesia NM 88211 N/A PC Murals 12000 Artesia Public Schools 301 Bulldog Blvd Artesia NM 88210 N/A GOV Curriculum Enhancement 584000 Artesia Public Schools 301 Bulldog Blvd Artesia NM 88210 N/A GOV 5th Grade Enrichment trip 340 Artesia Public Schools 301 Bulldog Blvd Artesia NM 88210 N/A GOV Auditorium Renovations 1350000 Artesia Public Schools 301 Bulldog Blvd Artesia NM 88210 N/A GOV High Schol Choir trip 8000 Assurance Home Inc 1000 E 18th St Roswell NM 88201 N/A PC Employment Enhancement Initiative & Summer Program 45800 Cal Ripken Sr Foundation 1427 Clarkview Road Suite 100 Baltimore MD 21209 N/A PC 2 STEM stations at middle school 80000 City of Artesia PO Box 1310 Artesia NM 88211 N/A GOV Woodbine Cemetery renovations 364569 Golden Apple Foundation of New Mexico PO Box 40469 Albuquerque NM 87196 N/A PC Expansion of scholars program to Texas universities 5000 Little Castle Learning & Development Center PO Box 1368 Artesia NM 88211 N/A PC Operating 31250 National Dance Insitute 1140 Alto St Santa Fe NM 87501 N/A PC SENM residency Program 65914 New Mexico School for the Arts 500 Montezuma Ave Santa Fe NM 87501 N/A PC Artesia Outreach Program 50000 Pregnancy Help Center of Artesia 610 W Quay Ave Artesia NM 88210 N/A PC Operating 31400 The Imagination Library of Grant County Inc PO Box 513 Silver City NM 88062 N/A PC Eddy County Programmming 36000 2765057 0 14 159 14 200866 18 156157 0 357182 0 357182 0 0 0 0 0 0 0 0 0 0 Tax compliance 2000 1000 1000 Dodge & Cox Income Fund 882365 806582 Doubleline Core Fixed Income 279224 233852 Osterweis Strategic Income Fd 381501 392242 Johnson Institutional Core Bond 492108 405426 Vanguard Total Bond Mkt Index 661120 592824 First Trust North Amer Energ 118611 176330 Ishares Russell 1000 ETF 177581 416731 Ishares Russell 2000 ETF 124113 215763 Vanguard REIT ETF 169486 214538 DFA World Ex Us Core 165058 210008 Vanguard S&P 500 108307 198744 General governance and counsel 995 0 995 Investment fees 15753 15753 0 Arichect fees 158036 0 158036 Foreign tax 654 654 0