2024-11-07T11:13:17-05:00 2023-12-31 272067951 RITTER & COMPANY LLC PO BOX 1836 ROSWELL NM 882021836 990PF 2023-01-01 814589026 FRANK W YATES JR FAMILY FOUNDATION FRAN 5755131627 57 GREY WOLF SANTA FE NM 87506 TAO CHUMBLEY PRESIDENT & DIRECTOR 5756138617 2024-11-06 true true FRANCISCO A OLVERA P00738877 5756228500 2024-11-05 X 2023 2024-10-15 13:58:12Z X 5525766 X X 234382 234382 234382 -35478 1581890 198904 234382 234382 1971 5780 119 1635 9505 0 0 269000 269000 278505 0 269000 -79601 234382 234382 84694 123093 123093 5785566 5402673 5402673 5870260 5525766 5525766 0 X 5870260 5525766 5870260 5525766 5870260 5525766 5870260 -79601 1883 5792542 266776 5525766 3258 3258 3258 10060 10060 X 57 6745 6745 false false false false false false true true NM true false false false false true N/A FRANCES MOREAU 5753656497 608 W TEXAS AVE ARTESIA NM 88210 false false false false false false false false false false false false false false false false false false false false TAO CHUMBLEY 204 FAIR OAKS DRIVE BRYANT AR 72022 PRESIDENT & 000.00 0 0 0 FRANCES MOREAU 118 S ROSELAWN ARTESIA NM 88210 VP & DIRECTO 000.00 0 0 0 FRANK W YATES JR 57 GREY WOLF SANTA FE NM 87506 TREASURER & 000.00 0 0 0 MARY F YATES 57 GREY WOLF SANTA FE NM 87506 DIRECTOR 000.00 0 0 0 NONE NONE N/A 5486542 154608 0 5641150 5641150 84617 5556533 277827 277827 3258 3258 274569 274569 274569 269000 269000 274569 8665 8665 269000 269000 5569 5569 3096 0 3096 3096 FRANK W YATES JR TAO CHUMBLEY 1804 W BRISCOE ARTESIA NM 88210 5755131627 TCHUMBLEY@YATES505.COM PERSONAL LETTER WITH IDENTIFYING INFORMATION AND EXPLANATION OF PURPOSE FOR WHICH REQUESTED FUNDS ARE TO BE USED. NONE NONE ADAPTIVE SPORTS PROGRAM OF NEW MEXICO PO BOX 5676 SANTA FE NM 875025676 NONE PUBLIC CHARI DONATION 2000 ALS ASSOCIATION PO BOX 37022 BOONE IA 500370022 NONE PUBLIC CHARI DONATION 500 AMERICAN NATIONAL RED CROSS PO BOX 37839 BOONE IA 500370839 NONE PUBLIC CHARI DONATION 5000 AOPA FOUNDATION 421 AVIATION WAY FREDERICK MD 21701 NONE FOUNDATION DONATION 3000 ARTESIA BRIDGE SOBER LIVING 3302 W RICHEY ARTESIA NM 88210 NONE PUBLIC CHARI DONATION 2000 ARTESIA 4-H 25 HALF TRACK LN ARTESIA NM 88210 NONE PUBLIC CHARI DONATION 1000 ARTESIA 911 MEMORIAL INC 3300 W MAIN ST SUITE F ARTESIA NM 88210 NONE PUBLIC CHARI DONATION 1000 ARTESIA ARTS COUNCIL INC 310 W MAIN ST ARTESIA NM 88210 NONE PUBLIC CHARI DONATION 5000 ARTESIA MEALS ON WHEELS INC 108 S 14TH ST ARTESIA NM 88210 NONE PUBLIC CHARI DONATION 3000 ARTESIA RECREATION CENTER FOUNDATIO PO BOX 508 ARTESIA NM 88210 NONE PUBLIC CHARI DONATION 25000 ASSURANCE HOMES 1000 EAST18 TH ST ROSWELL NM 88201 NONE PUBLIC CHARI DONATION 10000 CANCER FOUNDATION OF NEW MEXICO PO BOX 5038 SANTA FE NM 87502 NONE FOUNDATION DONATION 3000 CHANGING LIVES COALITION 702 W CHISUM ARTESIA NM 88210 NONE PUBLIC CHARI DONATION 5000 CHASE FOUNDATION 2103 W MAIN ST ARTESIA NM 88210 NONE PUBLIC CHARI DONATION 1000 COMMITTEE FOR A CONSTRUCTIVE TOMORROW 1717 PENNSYLVANIA AVE NW WASHINGTON DC 20006 NONE PUBLIC CHARI DONATION 10000 CRESTED BUTTE SNOWSPORTS FOUNDATION 214 6TH ST CRESTED BUTTE CO 81224 NONE FOUNDATION DONATION 1000 DESSERT WILLOW ANIMAL REHAB 512 E FIESTA DR CARLSBAD NM 88220 NONE PUBLIC CHARI DONATION 2000 EDDY COUNTY FAIR 2707 S 1ST STREET ARTESIA NM 88210 NONE PUBLIC CHARI DONATION 2500 ESPERANZA SHELTER FOR BATTERED FAMILIES 3130 RUFINA ST SANTA FE NM 87505 NONE PUBLIC CHARI DONATION 3000 GIRL SCOUTS OF THE DESERT SOUTHWEST 2703 W MAIN ST ARTESIA NM 88210 NONE PUBLIC CHARI DONATION 3000 GIRLS INC 120 WALL STREET 18TH FLOOR NEW YORK NY 10005 NONE PUBLIC CHARI DONATION 3000 GOLDEN APPLE PO BOX 40469 ALBUQUERQUE NM 87196 NONE PUBLIC CHARI DONATION 10000 GRAMMY'S HOUSE 811 W TEXAS AVE ARTESIA NM 88210 NONE PUBLIC CHARI DONATION 5000 GREATER ARTESIA FOUNDATION PO BOX 1344 ARTESIA NM 88211 NONE PUBLIC CHARI DONATION 5000 HAVEN OF HOPE 2100 W RICHEY AVE ARTESIA NM 88210 NONE PUBLIC CHARI DONATION 5000 HEART GALLERY OF NEW MEXICO 13170-B CENTRAL AVE SE 190 ALBUQUERQUE NM 87123 NONE PUBLIC CHARI DONATION 3000 HELP IN HEALING HOME FOUNDATION 5811 E MAYO BLVD PHOENIX AZ 85054 NONE FOUNDATION DONATION 3000 HORSE SHELTER 821 W SAN MATEO RD SANTA FE NM 87505 NONE PUBLIC CHARI DONATION 2500 HORSES FOR HEROES - NM INC PO BOX 1882 SANTA FE NM 87504 NONE PUBLIC CHARI DONATION 3000 LIFE WATERS 4725 GREEN PARK RD ST LOUIS MO 63123 NONE PUBLIC CHARI DONATION 3000 LITTLE CASTLE LEARNING & DEVELOPMENT CENTER 108 S 14TH ST ARTESIA NM 88210 NONE PUBLIC CHARI DONATION 25000 MAKE A WISH FOUNDATION OF NEW MEXICO 7400 TIBURON ST NE SUITE ALBUQUERQUE NM 87109 NONE PUBLIC CHARI DONATION 3000 MARCH OF DIMES FOUNDATION 1275 MAMARONECK AVE WHITE PLAINS NY 10605 NONE PUBLIC CHARI DONATION 3000 MISS NEW MEXICO SCHOLARSHIP FOUNDATION 2568 LAS ALTURAS CT ALAMOGORDO NM 88310 NONE PUBLIC CHARI DONATION 5000 MUSEUM OF NEW MEXICO FOUNDATION 1411 PASEO DE PERALTA SANTA FE NM 87501 NONE PUBLIC CHARI DONATION 10000 NATIONAL DANCE INSTITUTE OF NEW MEX 1140 ALTO ST SANTA FE NM 87501 NONE PUBLIC CHARI DONATION 5000 NEW MEXICO BOYS & GIRLS RANCH 6209 HENDRIX RD ALBUQUERQUE NM 87110 NONE PUBLIC CHARI DONATION 3000 NEW MEXICO BREASTFEEDING TASK FORCE 2424 LOUISIANA BLVD NE ALBUQUERQUE NM 87110 NONE PUBLIC CHARI DONATION 1000 NEW MEXICO MESA INC 2808 CENTRAL SE SUITE 124 ALBUQUERQUE NM 87106 NONE PUBLIC CHARI DONATION 1000 PACKS OF LOVE 1214 W MAIN STREET ARTESIA NM 88210 NONE PUBLIC CHARI DONATION 5000 PERMIAN BASIN PETROLEUM MUSEUM LIBRARY 1500 INTERSTATE 20 WEST MIDLAND TX 79701 NONE PUBLIC CHARI DONATION 3000 PROPERTY AND ENV RESEARCH CENTER 2048 ANALYSIS DRIVE SUITE A BOZEMAN MT 59718 NONE PUBLIC CHARI DONATION 3000 RECOVERY AVENUE PO BOX 441 LAS CRUCES NM 88004 NONE PUBLIC CHARI DONATION 10000 REEL FATHERS SANTA FE SANTA FE NM 87508 NONE PUBLIC CHARI DONATION 1000 ROSWELL SYMPHONY ORCHESTRA INC 1717 W 2ND ST SUITE 205 ROSWELL NM 88201 NONE PUBLIC CHARI DONATION 3000 SANTA FE COMMUNITY FOUNDATION PO BOX 1827 SANTA FE NM 87504 NONE PUBLIC CHARI DONATION 20000 SAFER NEW MEXICO NOW 3220 RICHARDS LANE SANTA FE NM 87505 NONE PUBLIC CHARI DONATION 5000 SHE JUMPS 4760 S HIGHLAND DRIVE SALT LAKE CITY UT 84117 NONE PUBLIC CHARI DONATION 6000 ST ELIZABETH SHELTER CORPORATION 804 ALARID ST SANTA FE NM 87505 NONE PUBLIC CHARI DONATION 3000 THE ART INSTITUTE OF CHICAGO 111 SOUTH MICHIGAN AVE CHICAGO IL 60603 NONE PUBLIC CHARI DONATION 3000 THE FOOD DEPOT 1222 SILER RD A SANTA FE NM 87507 NONE PUBLIC CHARI DONATION 3000 THE LENSIC 211 W SAN FRANCISCO SANTE FE NM 87501 NONE PUBLIC CHARI DONATION 5000 UNITED WAY OF EDDY COUNTY 116 S CANYON ST CARLSBAD NM 88220 NONE PUBLIC CHARI DONATION 1000 YOUNG AMERICA'S FOUNDATION 217 STATE STREET SANTA BARBARA CA 93101 NONE PUBLIC CHARI DONATION 5000 YOUTH SHELTERS & FAMILY SERVICES PO BOX 28279 SANTA FE NM 875928279 NONE PUBLIC CHARI DONATION 5000 TOYS FOR TOTS 18251 QUANTICO GATEWAY DR TRIANGLE VA 22172 NONE PUBLIC CHART DONATION 500 WTH FOUNDATION 74 DIRECTORS ROW JACKSON TN 38305 NONE PUBLIC CHARI DONATION 1000 269000 234382 -35478 198904 198904 false false false false false false false false false false ACCOUNTING FEES 1971 UNITED STS TREAS NTS 2023-03 PURCHASE 2023-09 750000 734768 15232 VANGUARD SHORT TERM INVESTMENT 2021-03 PURCHASE 2023-03 694330 745030 -50700 UNITED STS TREAS BIL LS 2023-09 PURCHASE 2023-09 137560 137570 -10 50,000 SHARES OF EOG RESOURCES STOCK 5402673 5402673 UNREALIZED LOSS 266776 EXPENSES BANK FEES 655 OFFICE EXPENSE 980 INVESTMENT INCOME TIMING DIFF. 1883 FEDERAL INCOME TAX 5780