Nonprofit · EIN 85-0429439
MARSHALL L AND PERRINE D MCCUNE CHARITABLE FOUNDATION
Tax-exempt · SANTA FE, NM 87501
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2024 | 990-PF | $4,628,917 | $4,654,054 | -$25,137 | $97,577,937 | $221,720 | $97,356,217 |
| December 31, 2023 | 990-PF | $2,032,600 | $5,132,249 | -$3,099,649 | $91,819,670 | $232,826 | $91,586,844 |
Financial details: 990-PF for the year ended December 31, 2024
Revenue
- Dividends
- $1,392,169
- Interest
- $461
- Net rental income
- $10,739
- Net gain from sales of assets
- $3,113,206
- Other income
- $84,105
Expenses
- Grants and similar amounts paid
- $3,170,700
- Compensation of officers, directors and key employees
- $153,763
- Salaries, compensation and benefits (total)
- $264,614
- Disbursements for charitable purposes
- $4,106,714
- Excise tax on investment income
- $68,076
Balance sheet and other
- Total assets, start of year
- $91,819,670
- Total assets, end of year
- $97,577,937
- Total liabilities, end of year
- $221,720
- Net assets, end of year
- $97,356,217
- Fair market value of assets
- $97,577,937
- Qualifying distributions
- $4,126,385
- Net investment income
- $5,609,800
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-PF for the year ended December 31, 2024, highest compensation first.
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| CARLA M ROMERO 345 EAST ALAMEDA STREET, SANTA FE, NM 875012229 | EXECUTIVE DIRECTOR | 37.5 | $153,763 | $47,217 |
| ALLISON OWENS-HAGERMAN 345 EAST ALAMEDA STREET, SANTA FE, NM 875012229 | DIRECTOR OF LEARNING Highest-paid employee | 37.5 | $96,773 | $28,976 |
| ERNESTO TORRES 345 EAST ALAMEDA STREET, SANTA FE, NM 875012229 | DIRECTOR OF GRANTMAK Highest-paid employee | 37.5 | $86,580 | $15,714 |
| HENRY RAEL 345 EAST ALAMEDA STREET, SANTA FE, NM 875012229 | DIRECTOR OF STRATEGY Highest-paid employee | 22.5 | $82,172 | $43,504 |
| SUSAN M LOSINGER 345 EAST ALAMEDA STREET, SANTA FE, NM 875012229 | BOARD CHAIR | 5 | $0 | $0 |
| DAVID M EDWARDS 345 EAST ALAMEDA STREET, SANTA FE, NM 875012229 | VICE CHAIR | 5 | $0 | $0 |
| AARON CATHEY 345 EAST ALAMEDA STREET, SANTA FE, NM 875012229 | DIRECTOR | 2 | $0 | $0 |
| JAMES M EDWARDS 345 EAST ALAMEDA STREET, SANTA FE, NM 875012229 | DIRECTOR | 2 | $0 | $0 |
| JOHN M EDWARDS 345 EAST ALAMEDA STREET, SANTA FE, NM 875012229 | DIRECTOR | 2 | $0 | $0 |
| JOHN R LOSINGER 345 EAST ALAMEDA STREET, SANTA FE, NM 875012229 | DIRECTOR | 2 | $0 | $0 |
| MICHELLE MCCUNE 345 EAST ALAMEDA STREET, SANTA FE, NM 875012229 | DIRECTOR | 2 | $0 | $0 |
990-PF for the year ended December 31, 2023: 11 people
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| CARLA M ROMERO 345 EAST ALAMEDA STREET, SANTA FE, NM 875012229 | EXECUTIVE DIRECTOR | 40 | $153,307 | $44,485 |
| ALLISON OWENS-HAGERMAN 345 EAST ALAMEDA STREET, SANTA FE, NM 875012229 | DIRECTOR OF LEARNING Highest-paid employee | 40 | $96,773 | $27,325 |
| HENRY RAEL 345 EAST ALAMEDA STREET, SANTA FE, NM 875012229 | DIRECTOR OF STRATEGY Highest-paid employee | 40 | $91,303 | $41,407 |
| ERNESTO TORRES 345 EAST ALAMEDA STREET, SANTA FE, NM 875012229 | DIRECTOR OF GRANTMAK Highest-paid employee | 40 | $86,580 | $15,322 |
| SUSAN M LOSINGER 345 EAST ALAMEDA STREET, SANTA FE, NM 875012229 | BOARD CHAIR | 5 | $0 | $0 |
| MICHELLE MCCUNE 345 EAST ALAMEDA STREET, SANTA FE, NM 875012229 | VICE CHAIR | 5 | $0 | $0 |
| AARON CATHEY 345 EAST ALAMEDA STREET, SANTA FE, NM 875012229 | DIRECTOR | 2 | $0 | $0 |
| DAVID M EDWARDS 345 EAST ALAMEDA STREET, SANTA FE, NM 875012229 | DIRECTOR | 5 | $0 | $0 |
| JAMES M EDWARDS 345 EAST ALAMEDA STREET, SANTA FE, NM 875012229 | DIRECTOR | 2 | $0 | $0 |
| JOHN R LOSINGER 345 EAST ALAMEDA STREET, SANTA FE, NM 875012229 | DIRECTOR | 2 | $0 | $0 |
| JOHN M EDWARDS 345 EAST ALAMEDA STREET, SANTA FE, NM 875012229 | DIRECTOR | 5 | $0 | $0 |
Address and contacts
- Address (IRS master file)
- 345 E ALAMEDA ST, SANTA FE, NM 87501-2229
- In care of
- % CARLA ROMERO
- Signed the 990-PF
- CARLA ROMERO, EXECUTIVE DIRECTOR
- Phone
- (505) 983-8300
- Website
- WWW.NMMCCUNE.ORG
- Return prepared by
- BAKER TILLY ADVISORY GROUP LP
What it must file and when
IRS records say it files Form 990-PF. Private foundations file every year. Its accounting year ends in December, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | December 31, 2025 | May 15, 2026 | Not on file |
| 2024 | December 31, 2024 | May 15, 2025 | 990-PF on file |
| 2023 | December 31, 2023 | May 15, 2024 | 990-PF on file |
IRS record
- EIN
- 85-0429439
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Private non-operating foundation
- Donations deductible (Pub 78)
- Private foundation, 30% limit
- Exempt since
- 1995
- Accounting year ends
- December
- Files
- Form 990-PF
- Category (NTEE)
- Philanthropy, voluntarism and grantmaking foundations (T22I)
- Assets (IRS master file)
- $97,577,937
- Income (IRS master file)
- $33,920,928
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | December 2024 | $4,628,917 | $4,654,054 | $97,577,937 | XML |
| 990-T | December 2024 | – | – | – | IRS |
| 990-PF | December 2023 | $2,032,600 | $5,132,249 | $91,819,670 | XML |
| 990-T | December 2023 | – | – | – | IRS |
| 990-PF | December 2022 | – | – | – | IRS |
| 990-T | December 2022 | – | – | – | IRS |
| 990-PF | December 2021 | – | – | – | IRS |
| 990-T | December 2021 | – | – | – | IRS |
| 990-PF | December 2020 | – | – | – | IRS |
| 990-T | December 2020 | – | – | – | IRS |
| 990-PF | December 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 85-0429439).
Questions about MARSHALL L AND PERRINE D MCCUNE CHARITABLE FOUNDATION
- What is the EIN of MARSHALL L AND PERRINE D MCCUNE CHARITABLE FOUNDATION?
- The employer identification number (EIN) of MARSHALL L AND PERRINE D MCCUNE CHARITABLE FOUNDATION is 85-0429439.
- Is MARSHALL L AND PERRINE D MCCUNE CHARITABLE FOUNDATION tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1995.
- Are donations to MARSHALL L AND PERRINE D MCCUNE CHARITABLE FOUNDATION tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does MARSHALL L AND PERRINE D MCCUNE CHARITABLE FOUNDATION file?
- Form 990-PF. Private foundations file every year.
- When is the next return of MARSHALL L AND PERRINE D MCCUNE CHARITABLE FOUNDATION due?
- The return for tax year 2025 (the year ending December 31, 2025) is due May 15, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did MARSHALL L AND PERRINE D MCCUNE CHARITABLE FOUNDATION last file with the IRS?
- The latest return in the IRS public files is the 990-PF for the year ended December 2024.
- Who are the officers and directors of MARSHALL L AND PERRINE D MCCUNE CHARITABLE FOUNDATION?
- The 990-PF for the year ended December 31, 2024 lists 11 people; 4 received compensation from the organization, the highest $153,763 (CARLA M ROMERO, EXECUTIVE DIRECTOR).
- How much revenue does MARSHALL L AND PERRINE D MCCUNE CHARITABLE FOUNDATION have?
- On its 990-PF for the year ended December 31, 2024 it reported revenue of $4,628,917, expenses of $4,654,054 and total assets of $97,577,937 at year end.
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