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Nonprofit · EIN 85-0377670

INSTITUTE OF AMERICAN INDIAN ARTS TRUST

Tax-exempt · SANTA FE, NM 87508

Financials

$6.4M$399K2022$5.6M$1.7M2023$5.6M$814K2024
Revenue Expenses · by fiscal year end
Financials of INSTITUTE OF AMERICAN INDIAN ARTS TRUST by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
September 30, 2025990$5,582,328$814,006$4,768,322$50,958,233$314,132$50,644,101
September 30, 2024990$5,640,186$1,733,860$3,906,326$44,128,610$654,811$43,473,799
September 30, 2023990$6,377,224$398,556$5,978,668$36,404,772$772,884$35,631,888
Financial details: 990 for the year ended September 30, 2025

Revenue

Contributions, gifts and grants
$3,107,782
Program service revenue
$0
Investment income
$2,474,546
Net gain from sales of assets
$1,325,061
Other revenue
$0

Expenses

Grants and similar amounts paid
$690,860
Salaries, compensation and benefits (total)
$0
Professional fundraising fees
$0
Program services (functional)
$690,860
Management and general (functional)
$123,146

Balance sheet and other

Total assets, start of year
$44,128,610
Total assets, end of year
$50,958,233
Total liabilities, end of year
$314,132
Net assets, end of year
$50,644,101
Land, buildings and equipment
$1,400,000
Publicly traded securities
$48,567,993
Net assets without donor restrictions
$32,090,686
Net assets with donor restrictions
$18,553,415
Gross receipts
$7,564,508
Employees
0
Year formed
1989
State of legal domicile
NM

From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.

Officers, directors and key employees

As listed on the 990 for the year ended September 30, 2025, highest compensation first.

NameTitleHours / weekCompensationFrom related orgsOther / benefits
ROBERT MARTIN THROUGH 812025PRESIDENT
Officer
2$0$200,459$41,179
L MIRABAL THROUGH 1242025VICE PRESIDENT OPERATIONS
Officer
2$0$169,935$10,477
AIMEE BALTHAZARVICE PRESIDENT OPERATIONS
Officer
2$0$88,240$22,498
JOANN BALZERMEMBER AT LARGE
Trustee or director
2$0$1,500$0
MANUELITO WHEELERTRUSTEE
Trustee or director
2$0$1,375$0
JANE SEMPLE UMPSTEDTRUSTEE
Trustee or director
2$0$1,250$0
JOHNPAUL JONESTRUSTEE
Trustee or director
2$0$1,125$0
ROSE SIMPSONTRUSTEE
Trustee or director
2$0$1,125$0
BEVERLY MORRISCHAIR
Trustee or director, Officer
2$0$1,000$0
LOREN KIEVEVICE CHAIR
Trustee or director, Officer
2$0$875$0
CHARLES GALBRAITHTREASURER
Trustee or director, Officer
2$0$875$0
ANDREA BURGESSTRUSTEE
Trustee or director
2$0$750$0
C MATTHEW SNIPPTRUSTEE
Trustee or director
2$0$625$0
MADELINE FIELDING SAYETSECRETARY
Trustee or director, Officer
2$0$250$0
LILY HOPETRUSTEE
Trustee or director
2$0$0$0
1 more people on this return
NameTitleHours / weekCompensation
KARL DUNCANTRUSTEE
Trustee or director
2$0
990 for the year ended September 30, 2024: 18 people
NameTitleHours / weekCompensationFrom related orgsOther / benefits
ROBERT MARTINPRESIDENT
Officer
2$0$213,046$40,844
LAWRENCE MIRABALVICE PRESIDENT OPERATIONS
Officer
2$0$163,400$10,248
JOANN BALZERMEMBER AT LARGE
Trustee or director
2$0$1,000$0
BRENDA KINGERYTRUSTEE
Trustee or director
2$0$875$0
BARBARA ELLSTRUSTEE
Trustee or director
2$0$875$0
LOREN KIEVEVICE CHAIR
Trustee or director, Officer
2$0$875$0
C MATTHEW SNIPPTRUSTEE
Trustee or director
2$0$750$0
BEVERLY MORRISCHAIR
Trustee or director, Officer
2$0$625$0
LAWRENCE ROBERTS IITRUSTEE
Trustee or director
2$0$500$0
ANDREA BURGESSTRUSTEE
Trustee or director
2$0$500$0
PRINCESS DAAZHRAII JOHNSONTRUSTEE
Trustee or director
2$0$375$0
CHARLES GALBRAITHTREASURER
Trustee or director, Officer
2$0$375$0
BIDTAH BECKERTRUSTEE
Trustee or director
2$0$250$0
ROSE SIMPSONTRUSTEE
Trustee or director
2$0$0$0
JOHNPAUL JONESTRUSTEE
Trustee or director
2$0$0$0
MANUELITO WHEELERTRUSTEE
Trustee or director
2$0$0$0
JANE UMPSTEDTRUSTEE
Trustee or director
2$0$0$0
MADELINE SAYETSECRETARY
Trustee or director, Officer
2$0$0$0
990 for the year ended September 30, 2023: 14 people
NameTitleHours / weekCompensationFrom related orgsOther / benefits
ROBERT MARTINPRESIDENT
Officer
2$0$213,046$40,844
LAWRENCE MIRABALVICE PRESIDENT OPERATIONS
Officer
2$0$163,400$10,248
BARBARA ELLSTRUSTEE
Trustee or director
2$0$1,375$0
LOREN KIEVECHAIR
Trustee or director, Officer
2$0$1,250$0
JOANN BALZERMEMBER AT LARGE
Trustee or director
2$0$1,125$0
BEVERLY MORRISVICE CHAIR
Trustee or director, Officer
2$0$1,125$0
BRENDA KINGERYSECRETARY
Trustee or director, Officer
2$0$1,125$0
BIDTAH BECKERTRUSTEE
Trustee or director
2$0$1,000$0
CHARLES GALBRAITHTRUSTEE
Trustee or director
2$0$750$0
LAWRENCE ROBERTS IITRUSTEE
Trustee or director
2$0$625$0
PRINCESS DAAZHRAII JOHNSONTRUSTEE
Trustee or director
2$0$375$0
C MATTHEW SNIPPTRUSTEE
Trustee or director
2$0$375$0
ANDREA BURGESSTRUSTEE
Trustee or director
2$0$375$0
ANN MARIE BLEDSOE DOWNESTREASURER
Trustee or director, Officer
2$0$0$0

Address and contacts

Address (IRS master file)
83 A VAN NU PO, SANTA FE, NM 87508-1300
In care of
% AIMEE BALTHAZAR
Principal officer (990 for 2024)
SHELLY LOWE DR, 83 AVAN NU PO ROAD, SANTA FE, NM 87508
Signed the 990
AIMEE BALTHAZAR, VICE PRESIDENT OPERATIONS
Phone
(505) 424-2300
Return prepared by
Jaramillo Accounting Group LLC

Mission

TO SERVE THE GENERAL CHARITABLE PURPOSES AND ACTIVITIES OF ITS RELATED ORGANIZATION: THE INSTITUTE OF AMERICAN INDIAN AND ALASKA NATIVE CULTURE AND ARTS.

990 for the year ended September 30, 2025

Program accomplishments

  • SUPPORT FOR THE BENEFIT OF THE INSTITUTE OF AMERICAN INDIAN AND ALASKA NATIVE CULTURE AND ARTS.
    Expenses $690,860 · grants $690,860

What it must file and when

IRS records say it files Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N. Its accounting year ends in September, so each return is due on the 15th day of the 5th month after that.

Tax yearYear endedDueIRS public records
2025September 30, 2026February 16, 2027Not due yet
2024September 30, 2025February 17, 2026990 on file
2023September 30, 2024February 18, 2025990 on file

IRS record

EIN
85-0377670
Tax-exempt status
501(c)(3): Charitable, religious, educational or scientific organization
Foundation status
Publicly supported organization (170(b)(1)(A)(vi))
Donations deductible (Pub 78)
Public charity, 50% deduction limit
Exempt since
1989
Accounting year ends
September
Files
Form 990 or 990-EZ
Category (NTEE)
Education (B90)
Assets (IRS master file)
$50,958,233
Income (IRS master file)
$7,564,508

Filing history

FormYear endedRevenueExpensesAssetsReturn
990September 2025$5,582,328$814,006$50,958,233XML
990September 2024$5,640,186$1,733,860$44,128,610XML
990September 2023$6,377,224$398,556$36,404,772XML
990September 2022$5,146,563$346,791$28,595,404IRS
990September 2021–––IRS
990September 2020–––IRS
990September 2019–––IRS
990September 2018–––IRS

990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 85-0377670).

Questions about INSTITUTE OF AMERICAN INDIAN ARTS TRUST

What is the EIN of INSTITUTE OF AMERICAN INDIAN ARTS TRUST?
The employer identification number (EIN) of INSTITUTE OF AMERICAN INDIAN ARTS TRUST is 85-0377670.
Is INSTITUTE OF AMERICAN INDIAN ARTS TRUST tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1989.
Are donations to INSTITUTE OF AMERICAN INDIAN ARTS TRUST tax-deductible?
Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
Which annual return does INSTITUTE OF AMERICAN INDIAN ARTS TRUST file?
Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N.
When is the next return of INSTITUTE OF AMERICAN INDIAN ARTS TRUST due?
The return for tax year 2025 (the year ending September 30, 2026) is due February 16, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
When did INSTITUTE OF AMERICAN INDIAN ARTS TRUST last file with the IRS?
The latest return in the IRS public files is the 990 for the year ended September 2025.
Who is the principal officer of INSTITUTE OF AMERICAN INDIAN ARTS TRUST?
The 990 for the year ended September 30, 2025 names SHELLY LOWE DR.
Who are the officers and directors of INSTITUTE OF AMERICAN INDIAN ARTS TRUST?
The 990 for the year ended September 30, 2025 lists 16 people; 0 received compensation from the organization.
How much revenue does INSTITUTE OF AMERICAN INDIAN ARTS TRUST have?
On its 990 for the year ended September 30, 2025 it reported revenue of $5,582,328, expenses of $814,006 and total assets of $50,958,233 at year end.

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