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← DOROTHY WOODWARD MEMORIAL FUND

Form 990 for tax year 2022

Filed by DOROTHY WOODWARD MEMORIAL FUND.

Totals

Total revenue
$46,068
Total expenses
$55,216
Contributions and grants received
$0
Grants paid
$54,500
Program service revenue
$0
Investment income
$46,068
Other revenue
$0
Total assets, end of year
$638,600
Total liabilities, end of year
$54,500
Net assets or fund balances, end of year
$584,100
Program services expenses (Part IX)
$55,206
Management and general expenses
$10
Fundraising expenses
$0
Program service expenses (Part III)
$55,206

Program services were 100.0% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.

Line items

Every line the filer filed in Parts VIII, IX and X, as filed and in filed order. Blank columns are left out, and the lines are not forced to add up to the totals above.

Revenue

Part VIII, the statement of revenue.

  • 3 · Investment income

    total $12,568 · excluded $12,568

  • 7a · Gross sales of assets other than inventory

    securities $55,947

  • 7b · Less cost or other basis and sales expenses

    securities $22,447

  • 7c · Gain or loss

    securities $33,500

  • 7d · Net gain or loss

    total $33,500 · excluded $33,500

Functional expenses

Part IX, the statement of functional expenses.

  • 1 · Grants to domestic organizations and governments

    total $54,500 · program services $54,500

  • 24a · Other expenses: INVESTMENT MGMT FEES

    total $716 · program services $706 · management and general $10

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $1,858 · end of year $1,847

  • 11 · Investments: publicly traded securities

    beginning of year $593,630 · end of year $636,753

  • 18 · Grants payable

    beginning of year $21,000 · end of year $54,500

  • 27 · Net assets without donor restrictions

    beginning of year $574,488 · end of year $584,100

Mission and programs · 2022

Mission

GENERATE INVESTMENT INCOME AND MAKE GRANTS TO THE REGENTS OF THE UNIVERSITY OF NEW MEXICO FOR THE BENEFIT OF THE HISTORY DEPARTMENT. GRANTS ARE TO BE USED TO SUPPORT SOUTHWESTERN UNITED STATES HISTORY RESEARCH PROJECTS.

  • THE DOROTHY WOODWARD MEMORIAL MADE A 54,500 GRANT TO THE REGENTS OF THE UNIVERSITY OF NEW MEXICO FOR THE BENEFIT OF THE HISTORY DEPARTMENT TO BE PAID IN THE NEXT FISCAL YEAR.

    Expenses $55,206 · Grants $54,500

As filed on the 2022 return.

Listed in Part VII

  • Mark Benak Trustee

    CHAIR

    Total calculated
    $4,000
    From this org
    $0
    From related orgs
    $4,000
    Other
    $0
    Hours/week
    0.2 + 2 related

  • Bernard E Brummell Trustee

    VICE CHAIRMA

    Total calculated
    $4,000
    From this org
    $0
    From related orgs
    $4,000
    Other
    $0
    Hours/week
    0.2 + 2 related

  • Harold W Lavender Jr Trustee

    SECRETARY

    Total calculated
    $4,000
    From this org
    $0
    From related orgs
    $4,000
    Other
    $0
    Hours/week
    0.2 + 2 related

  • Christopher Pacheco Trustee

    ASSISTANT SE

    Total calculated
    $4,000
    From this org
    $0
    From related orgs
    $4,000
    Other
    $0
    Hours/week
    0.2 + 2 related

  • Suzanne Barker Kalangis Trustee

    DIRECTOR

    Total calculated
    $4,000
    From this org
    $0
    From related orgs
    $4,000
    Other
    $0
    Hours/week
    0.2 + 1 related

  • James G Dobbie Trustee

    DIRECTOR

    Total calculated
    $3,000
    From this org
    $0
    From related orgs
    $3,000
    Other
    $0
    Hours/week
    0.2 + 1 related

  • Ed Garcia Trustee

    DIRECTOR

    Total calculated
    $4,000
    From this org
    $0
    From related orgs
    $4,000
    Other
    $0
    Hours/week
    0.2 + 1 related

  • Carol Graebner Trustee

    DIRECTOR

    Total calculated
    $4,000
    From this org
    $0
    From related orgs
    $4,000
    Other
    $0
    Hours/week
    0.2 + 1 related

  • Olivia Padilla-Jackson Trustee

    DIRECTOR

    Total calculated
    $4,000
    From this org
    $0
    From related orgs
    $4,000
    Other
    $0
    Hours/week
    0.2 + 1 related

  • Cynthia Schultz Trustee

    DIRECTOR

    Total calculated
    $4,000
    From this org
    $0
    From related orgs
    $4,000
    Other
    $0
    Hours/week
    0.2 + 1 related

  • David Walker Trustee

    DICKINSON CO

    Total calculated
    $4,000
    From this org
    $0
    From related orgs
    $4,000
    Other
    $0
    Hours/week
    0.2 + 1 related

  • Doug Brown Trustee

    UNM REPRESEN

    Total calculated
    $3,000
    From this org
    $0
    From related orgs
    $3,000
    Other
    $0
    Hours/week
    0.2 + 1 related

  • Ken Marvel Trustee

    DIRECTOR

    Total calculated
    $4,000
    From this org
    $0
    From related orgs
    $4,000
    Other
    $0
    Hours/week
    0.2 + 1 related

  • Larry Lujan Trustee

    DIRECTOR

    Total calculated
    $4,000
    From this org
    $0
    From related orgs
    $4,000
    Other
    $0
    Hours/week
    0.2 + 1 related

  • James B Lewis Trustee

    DIRECTOR

    Total calculated
    $4,000
    From this org
    $0
    From related orgs
    $4,000
    Other
    $0
    Hours/week
    0.2 + 1 related

  • Riis Gonzales

    PRESIDENT &

    Total calculated
    $276,643
    From this org
    $0
    From related orgs
    $249,147
    Other
    $27,496
    Hours/week
    0.2 + 40 related

    Schedule J breakdown matched by us

    Base
    not reported + $249,147 related
    Bonus
    not reported
    Other
    not reported
    Deferred
    not reported + $27,496 related
    Nontaxable benefits
    not reported
    Filer's total
    not reported + $276,643 related

Compensation is as filed in Part VII: reportable pay from this organization and from related organizations, other compensation, and hours per week. The total, marked calculated, is our sum of the three dollar columns, with a blank column counted as $0; the form itself has no total. On a Form 990-EZ the columns are Part IV's instead, and on a Form 990-PF Part VIII's — compensation, contributions to benefit plans, and expense account — and the total sums those. A Schedule J breakdown is as filed: base pay, bonus, other, deferred compensation and nontaxable benefits from this organization, with any from related organizations beside each, and the filer's own total. It is shown with the Part VII listing of the same name on the same return. The form gives no key between the two, so that pairing is ours, and is marked matched by us.

Schedule J

Answered yes

None.

Answered no

  • 4a · Severance or change-of-control payment
  • 4b · Supplemental nonqualified retirement plan
  • 4c · Equity-based compensation arrangement
  • 5a · Pay contingent on this organization's revenues
  • 5b · Pay contingent on a related organization's revenues
  • 6a · Pay contingent on this organization's net earnings
  • 6b · Pay contingent on a related organization's net earnings
  • 7 · Other non-fixed payments
  • 8 · Paid under the initial-contract exception

Part I's answers as filed. A line not listed was left unanswered; on lines 1a and 3 that means the box was not checked.

Grants on this return

Related organizations on this return

Schedule R Part II: tax-exempt organizations related to the filer by control. It does not record shared board members or money.

Provenance

Return type
form_990
Tax year
2022
Filed
9 January 2024
IRS schema version
2022v5.0
Source object
202430169349303748

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