New Mexico Foundation - 2023 Annual Report

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2023 ANNUAL

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New Mexico Foundation 2023 Annual Report 1

FOUNDATION STAFF

Karley Burman Accounting Associate Erika Davila Program Director Cailey Frase Administrative Coordinator

JoAnn Melchor President & CEO

Rachael Miletkov Annual Giving Manager

Nancy Pope Development & Operations Director

Inge Sullivan Program & Community Outreach Coordinator Philip Varnum Finance Director

Julie Walker Program Assistant

2023 BOARD OF TRUSTEES OFFICERS

Rosemary Romero Board Chair David Bruner Vice Chair Sandra Brice Secretary

Rhonda Lowe Treasurer MEMBERS

Anpao Duta Flying Earth

Meta Hirschl Eun Hong Peter Ives

Marshall Poole Past Chair

2 New Mexico Foundation 2023 Annual Report

Letter from the President and CEO and Board Chair New Mexico Foundation (NMF) celebrated its 40th Anniversary year in 2023! It was our honor to host several events celebrating our 40th year, and we appreciated visiting with our partners, colleagues, and friends.

As we made plans to celebrate this momentous event, it gave us the opportunity to reflect on our history, mission, values, and future.

The theme for our 2023 Annual Report is Reflections. We are pleased to share these reflections: • We acknowledge those that came before us, setting important groundwork • We appreciate the nurturers along the way — communities, funders, partners

• Collaboration and partnerships are key to our work • New Mexico Foundation continues to stay true to its mission and values • Community is at the heart of what we do

• We express gratitude to all our supporters • We continue to build ... together

New Mexico Foundation continues to support our communities statewide through capacity building, leveraging resources and grants to serve local non-profits, and investment in community projects.

In 2023, New Mexico Foundation distributed over $3 million in grants!

NMF is grateful for all its partnerships with local and national foundations, community leaders, and neighbors to bring thriving opportunities and resources to our state. We remain deeply committed to our long-standing mission “To steward community resources, build partnerships, and create opportunities that transform lives throughout New Mexico.”

With gratitude and respect,

JOANN MELCHOR President and CEO

ROSEMARY ROMERO Board Chair

New Mexico Foundation 2023 Annual Report 3

40 Years of New Mexico Foundation History “Trust-based philanthropy is critical to our Native American tribes. Asking local communities what they need is the best way for philanthropic organizations to start working with tribal communities.” — JoAnn Melchor, President and CEO of New Mexico Foundation

1976–1982 New Mexico Foundation begins within Home Education Livelihood Program (HELP). Community needs are assessed, especially in New Mexico’s vulnerable areas.

1983–1988 New Mexico

Community Foundation is incorporated in 1983!

In 1988, Maria Varela (NMCF Board Member) successfully asks Robert Redford to donate proceeds from the premier of The Milagro Beanfield War to (a new NMCF fund) the Milagro Fund.

1993 The Ford Foundation 1994–2018 All 33

counties in the state of New Mexico are being served by New Mexico Community Foundation, with millions of dollars in grants given out to rural and vulnerable communities annually.

By 2018 NMCF is managing $30 million in various funds and assets, clearly illustrating the trust and partnerships built since inception.

4 New Mexico Foundation 2023 Annual Report

invites New Mexico Community Foundation to be part of its Rural Development and Community Initiatives.

NMCF is one of four community foundations nationwide selected to receive a three-year $500,000 grant in support of rural grant-making, community building, and economic development.

2019–Beyond In 2019, NMCF rebrands to New Mexico

Foundation (NMF) to underscore our commitment to the entire state. In 2020, as the COVID-19 pandemic caused the highest rate of death to Native Americans (compared to all other racial groups), JoAnn Melchor, New Mexico Foundation’s President and CEO, helps launch the Native American Relief Fund (NARF).

Then, in 2021, the Native American Recovery Fund Zone Grant (NARFZG) collaborates with Native American communities with support focused on: family economic security, local health and food systems, youth opportunities, and water resilience (see page 9 for more information about NARFZG).

Funding and Impact In 2023, New Mexico Foundation awarded more than $3 million in grants to 23 New Mexico counties.

McKINLEY COUNTY (13): Twelve grants 18

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LEA COUNTY (9): Ten grants awarded for

a total of $14,230 to one organization. The grants were funded from the New Mexico Rapid Response Fund.

HIDALGO COUNTY (8): One grant

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1. Bernalillo County

MORA COUNTY (14): Two grants

awarded for a total of $13,000 to one organization. The grants were funded from the Sustaining New Mexico Fund and Northeastern Regional Health Fund.

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awarded for a total of $401,995 to seven organizations and $700 to one student.

The grants were funded from the New Mexico Rapid Response Fund: SAFER Fund, Native American Recovery Fund Local Food Systems, Family Economic Security, Local Health Systems, Sustaining New Mexico Fund, Broadband Equity Fund, and Blueprint for Success Southwest Scholarship.

awarded for $10,000 to one organization.

The grant was funded from the Sustaining New Mexico Fund.

$1,144,482

13. McKinley County

$402,695

2. Chaves County

$4,000

14. Mora County

$13,000

3. Cibola County

$129,151

15. Otero County

$2,400

4. Colfax County

$8,000

16. Quay County

$1,250

5. Curry County

$1,900

17. Rio Arriba County

$258,270

6. Doña Ana County

$249,361

18. San Juan County

$78,668

7. Grant County

$27,779

19. San Miguel County

$25,383

8. Hidalgo County

$10,000

20. Sandoval County

$138,961

9. Lea County

$14,230

21. Santa Fe County

$453,219

10. Lincoln County

$3,000

22. Taos County

$10,000

11. Los Alamos County

$13,100

23. Valencia County

$8,400

12. Luna County

$10,000 New Mexico Foundation 2023 Annual Report 5

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“Generation Justice has appreciated our partnership with the New Mexico Foundation.

We have a long history of collaborating and of partnering with New Mexico Foundation.

We have a very exciting summer/fall series that we are

BUILD & FUND

NMF Supports Rural Communities

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2023 grants/ scholarships

$3,007,250 TOTAL

■ 47% Rural

$1,409,549

■ 53% Bernalillo/Santa Fe $1,597,701

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internalized oppression. Through its strategies, Generation Justice is developing a future wave of New Mexico leaders who harness the power of community and, in time, shift the future of leadership of New Mexico.

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Generation Justice: Social Justice Champion

Rural New Mexican communities provide vitality to the entire state through food production, employment via small businesses, and long-standing knowledge of the land and animals these communities care for.

Unfortunately, a lack of robust healthcare, funding, broadband and other digital technologies, coupled with the loss of younger generations, leaves rural communities most vulnerable.

New Mexico Foundation is committed to supporting vibrancy and tangible support in these populations. 47% of all our 2023 funding went to support rural areas of New Mexico.

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SUPPORT

Established in 2005, Generation Justice uses a positive youth development approach to facilitate social change, leadership development, and media justice.

Through the domains of racial Roberta Rael equity, civic engagement, media literacy, academic achievement, and career development, young people build skills and agency to speak, act, create, and stand against structural racism and systemic and

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planning to feature several national and local Luminaries.

We will invite our whole New Mexico Community to this wonderful series. We also have a very energizing summer program with our new youth leader’s cohort. You all will be seeing them out in the community and hearing them on our broadcast on KUNM-FM each Sunday evening at 7:00 p.m. (MST).”

ROBERTA M. RAEL Generation Justice Director

MANAGE

A Wonderful Relationship

“I have had a Donor Advised Fund with the New Mexico Foundation since 2008 and it has been a wonderful relationship. The people I have dealt with in making my annual contributions to Santa Fe organizations have been very professional, pleasant to deal with, and efficient. Having a Donor Advised fund with the New Mexico Foundation has made my life much easier.”

EDWIN THORNE New Mexico Foundation Fundholder

FISCALLY SPONSORED PROJECTS

As a fiscal sponsor, New Mexico Foundation provides administrative services, oversight, and financial responsibility for the activities of charitable organizations.

This relationship allows a sponsored project to solicit and raise income from grants and private donors. Here are our phenomenal fiscally sponsored projects: 21st Century Stone Age

Happy Stages

350 Santa Fe Education

High Desert Playback

ABC Community Schools

Ironweed Productions

Adult Transformative Development Institute

Little Moccasins

Albuquerque Arts Hub Anti-Uranium Mapping Project BernCo Quality of Life Fund Charlie and his Lego Factory Cinewest Productions Citizen Action New Mexico Communities for Clean Water Community Museum Initiative Duran Mutual Domestic Heritage Society, Inc. Ecoartspace El Valle Women’s Collaborative Española Lowrider Museum Espinosa Productions Foxy Festival Free Indian Market

Lupus Kids Navajo Nation Breastfeeding Coalition New Mexico Advisory Council on Arts Education New Mexico Health Professionals for Climate Action New Mexico Heroes: Inspiring Young People to Succeed New Mexico Mining Action Network New Mexico Out-of-School Time New Mexico PBS New Mexico Queer and Trans+ Provider Network New Mexico Social Justice and Equity Institute New Mexico Tourism Department New Mexico Tribal Language Consortium

Friends of Fresco

New Mexico Workers Organizing Collaborative

Friends of Tony Price

New Mexico Writers

Fuego Arts Apprenticeship Program

One Hope Financial Institution

Generation Justice

Partners for Fish and Wildlife

Generational Empowerment Greenroots Institute

Radiant Healing Together

ENDOWMENT FUNDS HELD AT NEW MEXICO FOUNDATION

These are endowments established by a charity and held at New Mexico Foundation. We are honored to maintain funds for: Alta Mira Endowment Fund

Laguna Education Foundation

Rights of Passage

Amigos Bravos Agency Fund

Route 66 De Anza Association

Amigos Bravos NMCF Matching Fund

Laguna Rainbow Corporation Endowed Fund

Sandoval Health Collaborative

ARCA Foundation Endowment

Sangre de Cristo Initiative

ARCA Foundation NMCF Matching Fund

National Hispanic Cultural Center Foundation Fund

Santa Fe Indigenous Center

Artesia General Hospital Fund

Santa Fe Jewish Film Festival

Bob Langsenkamp Fund of New Mexico Wilderness Alliance Endowment

National Hispanic Cultural Center Foundation WKKF Matching Fund

Red Rock Pictures

Santa Fe Time Bank ShadowCat Conservation Films SOL Forest School Sovereign Energy SWIFT Community Schools Talento Figure Skating Grants TEDxABQ The Española Healthcare Careers Pathways Project Tri-County Community Group Tutors to Teachers Vital Spaces Way OUT West Film Fest We Grow Eco YAKANAL Zia Pueblo

Placitas Plaza Project Pojoaque Volunteer Firefighter Association

Interested in learning more about how you can Build & Fund, Manage, and Support us?

Contact Nancy Pope, Director of Development: npope@newmexico foundation.org

Community Action Agency of Southern New Mexico Fund Community Action Agency of Southern New Mexico NMCF Matching Fund Earth Circle Endowment Earth Circle NMCF Matching Fund Equine Designated Fund Friends of the City of Las Vegas Museum and Rough Riders Collection Fund Hillsboro Community Permanent Fund Housing for All Endowment Housing for All NMCF Matching Fund Institute of American Indian Arts Fund Institute of American Indian Art WKKF Matching Fund Indian Pueblo Cultural Center Fund Indian Pueblo Cultural Center Designated Endowment Fund Indian Pueblo Cultural Center Designated Endowment WKKF Matching Fund

Ola May Hoover Permanent Fund Mary G. Greene Fund

New Mexico Environmental Law Center Permanent Fund New Mexico First Fund New Mexico Library Foundation Endowment Fund NM PBS Agency Fund Raton Kids Permanent Fund Santa Fe Mountain Center Santa Fe School for the Arts and Sciences Fund Santa Fe School for the Arts and Sciences Designated Fund Southwest Research & Info Center Permanent Endowment Southwest Research and Information Center NMCF Matching Fund Storehouse NM Permanent Fund Storehouse NM NMCF Matching Fund Vista Grande Public Library Operating Reserve Fund Vista Grande Public Library Sustaining Fund Challenge Match NMCF Wildearth Guardians Challenge Match NMCF NM Wildlife Federation

New Mexico Foundation 2023 Annual Report 7

Partner Spotlights New Mexico Foundation awards grants to nonprofits throughout our Land of Enchantment through various grant opportunities, including: Healthy Entry for Asylee Lives (HEAL) Fund, Sustaining New Mexico

Fund, and New Mexico Rapid Response (emergency assistance) Fund. The Sustaining New Mexico Fund provides general operating grants, including to these organizations featured below.

Silver Linings DEMING, NEW MEXICO

This is the only shelter for those who are homeless, and the only support agency located in Deming. The organization supports up to 100 individuals per day with meals Monday through Friday. Staff recently had to build a temporary outdoor kitchen that is commercial ready, as their previous kitchen was not up to fire code.

The nonprofit, which was founded in 2016, is working with the city to re-locate to a large facility that can also provide overnight shelter.

Margaret Fairman, Executive Director of Silver Linings, shows part of their temporary outdoor kitchen.

Chimayó Cultural Preservation Association CHIMAYÓ, NEW MEXICO

The Chimayó Cultural Preservation Association (CCPA) supports the Chimayó Museum, the restoration of the historic plaza (Plaza del Cerro), and Los Maestros del Norte program to teach community members and children about New Mexico folk art. Within the historic plaza, the CCPA created a community garden.

Working with Cornerstones Community Partnerships (a

Santa Fe based nonprofit), CCPA is restoring historic adobe homes within the plaza that have fallen into disrepair.

The museum houses artifacts, historical photographs, and antique weavings from Chimayó. This organization reflects the community’s pride in their traditions and is revitalizing northern New Mexico heritage.

Los Maestros program folk art shown by Carmen Taylor, Development Coordinator for CCPA. 8 New Mexico Foundation 2023 Annual Report

Native American Recovery Fund Zone Grant (NARFZG) VISION FOR GRANTEE & FUNDER RELATIONSHIP GRANTEES

FUNDER

• Build relationships

• Funder as learner; funder visits

• Align community priorities

• Systems change, paradigm shift • Reflection, shared learning

• Clear communication

• Teamwork and collaboration

• Consistent support

• Reciprocal learning and partnership

• Learning to listen; be flexible

• Building a strong foundation

• Being good relatives

• Being mindful of timelines

• Continual funding support

• Empowerment of communities

The Native American Recovery Fund Zone Grant (NARFZG) is a unique funding collaborative that began in 2021 and has pooled almost $5 million in resources from 14 national, regional and New Mexico-based foundations.

Funders have supported Nativeled organizations working to support pandemic recovery in Indigenous communities. The Fund initially focused on providing multi-year, unrestricted grants

to 12 organizations across the following five program areas: • Family Economic Security • Local Health Systems • Local Food Systems • Opportunity Youth • Water Resilience In the second year of the initiative, the collaborative invited leaders from across the 12 grantee organizations to envision and

• Self-determination

initiate a “Native Leadership Network that could develop over time to build relationships among the grantees, connect working happening across tribes and potentially take leadership over the future of the fund. The development and implementation of the NARFZG has been unique in that it has involved Native American communities across the state in every step of the design and process.

New Mexico Foundation 2023 Annual Report 9

2023 Financials 2022

TOTAL REVENUE

$4,881,213

■ Foundation Gifts $4,186,436 ■ Business Gifts $2,604,246 ■ Individual Gifts $448,250 ■ Federal revenue $86,865 ■ Management Fees $824,414 ■ Investment Appreciation ($3,316,117) ■ Other Revenue $47,119

2022

TOTAL EXPENSES

2023

TOTAL REVENUE

$14,062,954

■ Foundation Gifts $6,639,714 ■ Business Gifts $1,198,392 ■ Individual Gifts $707,408 ■ Federal revenue $1,326,009 ■ Management Fees $899,063 ■ Investment Appreciation $2,201,795 ■ Other Revenue $1,090,573

2023

TOTAL EXPENSES

$6,428,888

$10,041,036

■ Program $5,907,803 ■ Admin $458,262 ■ Fundraising $62,823

■ Program $9,231,795 ■ Admin $639,376 ■ Fundraising $169,865

Note: Unaudited financials

Note: Unaudited financials 10 New Mexico Foundation 2023 Annual Report

Looking Ahead New Mexico Foundation continues to be committed to communities and organizations state wide VECINO FUND

Did you know? Vecino means neighbor in Spanish!

Created by New Mexico Foundation 20 years ago, the Vecino — Neighbor Helping Neighbor Fund (aka: Vecino Fund) is a crucial piece of what we do. The world changed drastically in 2020 due to COVID-19. The Vecino Fund became massively important to non-profits throughout New Mexico that were providing direct relief. Over 175 organizations received funding from the Vecino Fund to support emergency needs.

SUSTAINING NEW MEXICO FUND The New Mexico Foundation Board created the Sustaining New Mexico Fund in 2022 to support sustainability of nonprofits throughout the state. The mission of the fund is to strengthen New Mexico communities by promoting social equity and supporting self-sufficiency to

improve the quality of life for all New Mexicans.

Each year, the Sustaining New Mexico Fund awards program or general operating grants to New Mexico nonprofits or fiscally sponsored organizations with demonstrated long-term impact.

Federal, state, private, and foundation funding have since shifted across the United States.

The Vecino Fund can help bridge the funding gap. Organizations providing emergency needs throughout our state are still working to eradicate food and water insecurity, ensure healthcare access, advocate for and provide safe housing, and support families through educational and workforce development.

Please consider a donation to the Vecino Fund or Sustaining New Mexico Fund at New Mexico Foundation today to support a variety of needs across New Mexico!

New Mexico Foundation 2023 Annual Report 11

With Gratitude, The New Mexico Foundation Staff & Board

www.newmexicofoundation.org | info@newmexicofoundation.org 505-820-6860 | 8 Calle Medico | Santa Fe NM 87505 12 New Mexico Foundation 2023 Annual Report