Nonprofit · EIN 85-0470898
JONATHAN AND KATHLEEN ALTMAN 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 | $4,852,638 | $4,956,557 | -$103,919 | $26,358,637 | $0 | $26,358,637 |
| December 31, 2023 | 990-PF | $1,726,681 | $4,006,389 | -$2,279,708 | $26,358,709 | $0 | $26,358,709 |
Financial details: 990-PF for the year ended December 31, 2024
Revenue
- Contributions, gifts and grants
- $9,916
- Dividends
- $709,217
- Interest
- $75,824
- Net gain from sales of assets
- $4,057,681
Expenses
- Grants and similar amounts paid
- $4,101,100
- Compensation of officers, directors and key employees
- $0
- Disbursements for charitable purposes
- $4,491,716
- Excise tax on investment income
- $61,570
Balance sheet and other
- Total assets, start of year
- $26,358,709
- Total assets, end of year
- $26,358,637
- Total liabilities, end of year
- $0
- Net assets, end of year
- $26,358,637
- Fair market value of assets
- $41,767,257
- Qualifying distributions
- $4,491,716
- Net investment income
- $4,842,722
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 |
|---|---|---|---|
| JONATHAN ALTMAN 511 CAMINO RANCHEROS, SANTA FE, NM 87501 | DIRECTOR | 0 | $0 |
| RAFAEL ALTMAN 511 CAMINO RANCHEROS, SANTA FE, NM 87501 | DIRECTOR | 0 | $0 |
990-PF for the year ended December 31, 2023: 2 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| JONATHAN ALTMAN 511 CAMINO RANCHEROS, SANTA FE, NM 87501 | DIRECTOR | 0 | $0 |
| RAFAEL ALTMAN 511 CAMINO RANCHEROS, SANTA FE, NM 87501 | DIRECTOR | 0 | $0 |
Address and contacts
- Address (IRS master file)
- 125 LINCOLN AVE STE 301, SANTA FE, NM 87501-2060
- In care of
- % JULIA L PETERS-AVALON TRUST CO
- Signed the 990-PF
- JONATHAN ALTMAN, DIRECTOR
- Phone
- (505) 983-1111
- Return prepared by
- CRI ADVISORS LLC
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
- 85-0470898
- 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
- 2000
- Accounting year ends
- December
- Files
- Form 990-PF
- Category (NTEE)
- Philanthropy, voluntarism and grantmaking foundations (T21)
- Assets (IRS master file)
- $26,358,637
- Income (IRS master file)
- $9,891,687
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | December 2024 | $4,852,638 | $4,956,557 | $26,358,637 | XML |
| 990-PF | December 2023 | $1,726,681 | $4,006,389 | $26,358,709 | XML |
| 990-PF | December 2022 | – | – | – | IRS |
| 990-PF | December 2021 | – | – | – | IRS |
| 990-PF | 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 85-0470898).
Questions about JONATHAN AND KATHLEEN ALTMAN FOUNDATION
- What is the EIN of JONATHAN AND KATHLEEN ALTMAN FOUNDATION?
- The employer identification number (EIN) of JONATHAN AND KATHLEEN ALTMAN FOUNDATION is 85-0470898.
- Is JONATHAN AND KATHLEEN ALTMAN FOUNDATION tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2000.
- Are donations to JONATHAN AND KATHLEEN ALTMAN FOUNDATION tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does JONATHAN AND KATHLEEN ALTMAN FOUNDATION file?
- Form 990-PF. Private foundations file every year.
- When is the next return of JONATHAN AND KATHLEEN ALTMAN 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 JONATHAN AND KATHLEEN ALTMAN 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 JONATHAN AND KATHLEEN ALTMAN FOUNDATION?
- The 990-PF for the year ended December 31, 2024 lists 2 people; 0 received compensation from the organization.
- How much revenue does JONATHAN AND KATHLEEN ALTMAN FOUNDATION have?
- On its 990-PF for the year ended December 31, 2024 it reported revenue of $4,852,638, expenses of $4,956,557 and total assets of $26,358,637 at year end.
Other nonprofits in SANTA FE
- CARROLL PETRIE FOUNDATION EIN 13-3912203 · last filed 990-PF for 2024
- NEW MEXICO COMMUNITY FOUNDATION EIN 85-0311210 · last filed 990 for 2024
- SANTA FE COMMUNITY FOUNDATION EIN 85-0303044 · last filed 990 for 2024
- THORNBURG FOUNDATION EIN 85-0457010 · last filed 990-PF for 2024
- LENSIC PERFORMING ARTS CENTER CORPORATION EIN 85-0448396 · last filed 990 for 2024
- GROWING UP NEW MEXICO INC EIN 85-0163601 · last filed 990 for 2025
- KINDLE PROJECT EIN 92-3175690 · last filed 990 for 2024
- MARSHALL L AND PERRINE D MCCUNE CHARITABLE FOUNDATION EIN 85-0429439 · last filed 990-PF for 2024
All nonprofits in SANTA FE · New Mexico · Philanthropy, voluntarism and grantmaking foundations