2025-11-11T16:44:54-06:00 2024-12-31 850455053 SWAIN & GRIECO LLC 2050 BOTULPH ROAD SUITE A SANTA FE NM 87505 990 2024-01-01 850294127 WHEELWRIGHT MUSEUM FOUNDATION WHEE 5059824636 POST OFFICE BOX 5153 SANTA FE NM 875025153 JEFF GORDON TREASURER 5059824636 2025-11-11 1 1 MICHAEL D SWAIN CPA P00120406 5059883770 2024 2025-03-06 01:10:19Z JEFF GORDON 704 CAMINO LEJO SANTA FE NM 87505 210923 0 X WWW.WHEELWRIGHT.ORG X 1981 NM TO HOLD, INVEST, AND MANAGE THE ENDOWMENT FUND AND OTHER FUNDS OF THE WHEELWRIGHT MUSEUM OF THE AMERICAN INDIAN, A 501(C)(3) ORGANIZATION. 5 5 0 0 0 0 75000 0 0 0 146200 210923 0 0 221200 210923 234625 679476 0 0 0 0 0 0 0 23819 59622 258444 739098 -37244 -528175 7341879 7502175 0 270000 7341879 7232175 TO HOLD, INVEST, AND MANAGE THE ENDOWMENT FUND AND OTHER FUNDS OF THE WHEELWRIGTH MUSEUM OF THE AMERICAN INDIAN, A 501(C)(3) ORGANIZATION. 0 0 679476 679476 THE PURPOSE OF THE FOUNDATION IS TO INVEST FUNDS AND PROPERTY, CONSTITUTING AN ENDOWMENT FUND, THE PRINCIPAL OF WHICH SHALL BE USED SOLELY AND EXCLUSIVELY FOR THE BENEFIT AND SUPPORT OF THE WHEELWRIGHT MUSEUM OF THE AMERICAN INDIAN. 679476 1 0 0 0 0 0 0 0 0 1 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 X 5 5 0 0 0 0 0 0 0 1 1 0 0 0 1 1 1 1 1 0 0 0 NM X X NANCY STEEDMAN 5059824636 704 CAMINO LEJO SANTA FE NM 87505 X CHAD BURKHARDT PRESIDENT 2.00 2.00 X X 0 0 0 NATHAN YOUNGBLOOD DIRECTOR 4.00 2.00 X 0 0 0 JESSE MORRIS SECRETARY 2.00 2.00 X X 0 0 0 JEFF GORDON TREASURER 2.00 2.00 X X 0 0 0 RON FERGUSON DIRECTOR 2.00 2.00 X X 0 0 0 0 0 0 0 0 0 0 0 210923 210923 210923 0 0 210923 679476 679476 59622 59622 739098 679476 59622 0 672050 3096328 5000 6472431 4347389 192398 58458 7341879 7502175 0 270000 0 270000 X 157124 157124 7184755 7075051 7341879 7232175 7341879 7502175 -528175 418470 0 X 0 0 0 X X 1 WHEELWRIGHT MUSEUM OF THE AMERICAN INDIAN 850102311 10 1 679476 0 1 679476 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 6069048 6069048 6069048 6069048 6069048 6069048 4817814 861000 599599 178000 31365 6069048 3696733 836008 453579 145000 23506 4817814 0 0 0 MUSEUM ASSETS HELD BY ENDOWMENT 270000 270000 PART V, LINE 4: TO SUPPORT THE WHEELWRIGHT MUSEUM OF THE AMERICAN INDIAN. 0 WHEELWRIGHT MUSEUM OF THE AMERICAN INDIAN 704 CAMINO LEJO SANTA FE NM 87505 850102311 501(C)(3) 679476 0 2024 ANNUAL ALLOCATION - GENERAL OPERATING SUPPORT FORM 990, PART VI, SECTION B, LINE 11B THE BOARD OF DIRECTORS HAS APPROVED A PROCESS BY WHICH THE EXECUTIVE COMMITTEE OF THE BOARD OF DIRECTORS REVIEWS THE FULL VERSION OF THE FORM 990, INCLUDING ALL SCHEDULES AS PREPARED BY AN OUTSIDE ACCOUNTING FIRM. AFTER REVIEW AND ANY CHANGES BY THE EXECUTIVE COMMITTEE, THE DRAFT PUBLIC DISCLOSURE VERSION OF THE FORM 990, EXCLUDING SCHEDULE B (SCHEDULE OF CONTRIBUTIONS), IS SENT ELECTRONICALLY, OR BY PRIORITY MAIL, TO ALL MEMBERS OF THE BOARD OF DIRECTORS FOR THEIR REVIEW AND COMMENT BEFORE IT IS FILED WITH THE IRS. THE SCHEDULE B TO THE FORM 990 IS NOT REVIEWED BY THE BOARD DUE TO THE CONFIDENTIAL AND PRIVATE NATURE OF IT'S DONOR LIST. DUE TO COVID, THE AUDIT IS NOT YET COMPLETE, SO THE REVIEW BY THE ABOVE PARTIES WILL TAKE PLACE ONCE THE FINAL AUDIT NUMBERS ARE AVAILABLE AND THE AUDITORS CAN PARTICIPATE IN A PRESENTATION. FORM 990, PART VI, SECTION B, LINE 12C THE ORGANIZATION HAS THE BOARD AND OFFICERS FILL OUT A QUESTIONNAIRE TO DETERMINE IF ANY CONFLICTS OF INTEREST EXIST. IF A CONFLICT ARISES, THE DIRECTOR WITH THE CONFLICT IS NOT ALLOWED TO VOTE ON THE TRANSACTION. THERE WERE NO CONFLICTS OF INTEREST IN THE CURRENT YEAR. FORM 990, PART VI, SECTION C, LINE 19 THE GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS ARE AVAILABLE UPON REQUEST. WHEELWRIGHT MUSEUM OF THE AMERICAN INDIAN 704 CAMINO LEJO SANTA FE NM 87505 850102311 MUSEUM OF NATIVE AMERICAN ART NM 501(C)(3) LINE 10 N/A 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0