Marshall L And Perrine D Mccune Charitable Foundation

Santa Fe, NM
Tax-exempt since June 1995
EIN: 85-0429439

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Type of Nonprofit

Designated as a 501(c)(3) Organizations for any of the following purposes: religious, educational, charitable, scientific, literary, testing for public safety, fostering national or international amateur sports competition (as long as it doesn't provide athletic facilities or equipment), or the prevention of cruelty to children or animals.

Category: Philanthropy, Voluntarism and Grantmaking Foundations / Private Independent Foundations (NTEE)

Donations to this organization are tax deductible.

Revenue

$4.63M (2024)

Expenses

$4.65M (2024)

Total Assets

$97.6M (2024)

Total Liabilities

$222k (2024)

Years with missing data

Source: Form 990 tax filings from 2011 to 2024

Tax Filings by Year

Form 990 is an information return that most organizations claiming federal tax-exempt status must file yearly with the IRS. Nonprofit Explorer has IRS digitized Form 990 data for filings processed in 2012 and later. If this organization filed an amended return, it may not be reflected below. Duplicate download links may indicate a resubmission or amendment to this organization's original return. Form 990 data is from the IRS.

Fiscal Year Ending Dec.
2024

Revenue

$4,628,917

Expenses

$4,654,054

Net Income

-$25,137

Net Assets

$97,356,217

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$461	0.0%
Dividends	$1,392,169	30.1%
Sales of Assets	$3,113,206	67.3%
Other Income	$84,105	1.8%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$4,106,714	88.2%
Compensation of Officers*	$153,763	3.3%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$97,577,937
Total Liabilities	$221,720
Net Assets	$97,356,217

Compensation

Key Employees and Officers	Compensation	Other
Carla M Romero (Executive Director)	$153,763	$47,217
Allison Owens Hagerman (Director Of Learning)	$96,773	$28,976
Ernesto Torres (Director Of Grantmak)	$86,580	$15,714
Henry Rael (Director Of Strategy)	$82,172	$43,504
Susan M Losinger (Board Chair)	$0	$0
David M Edwards (Vice Chair)	$0	$0
Aaron Cathey (Director)	$0	$0
James M Edwards (Director)	$0	$0
John M Edwards (Director)	$0	$0
John R Losinger (Director)	$0	$0
Michelle Mccune (Director)	$0	$0

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990-PF

Filed on Sept. 30, 2025

Primary tax return for a private foundation's activities, finances, and governance

View Filing

Schedules ▼

XML

Fiscal Year Ending Dec.
2023

Revenue

$2,032,600

Expenses

$5,132,249

Net Income

-$3,099,649

Net Assets

$91,586,844

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$417	0.0%
Dividends	$1,302,999	64.1%
Sales of Assets	$636,727	31.3%
Other Income	$7,193	0.4%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$4,308,018	83.9%
Compensation of Officers*	$153,307	3.0%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$91,819,670
Total Liabilities	$232,826
Net Assets	$91,586,844

Compensation

Key Employees and Officers	Compensation	Other
Carla M Romero (Executive Director)	$153,307	$44,485
Allison Owens Hagerman (Director Of Learning)	$96,773	$27,325
Henry Rael (Director Of Strategy)	$91,303	$41,407
Ernesto Torres (Director Of Grantmak)	$86,580	$15,322
Susan M Losinger (Board Chair)	$0	$0
Michelle Mccune (Vice Chair)	$0	$0
Aaron Cathey (Director)	$0	$0
David M Edwards (Director)	$0	$0
James M Edwards (Director)	$0	$0
John R Losinger (Director)	$0	$0
John M Edwards (Director)	$0	$0

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990-PF

Filed on Oct. 9, 2024

Primary tax return for a private foundation's activities, finances, and governance

View Filing

Schedules ▼

XML

Fiscal Year Ending Dec.
2022

Revenue

$2,948,757

Expenses

$4,975,637

Net Income

-$2,026,880

Net Assets

$84,395,290

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$169	0.0%
Dividends	$1,335,390	45.3%
Sales of Assets	$1,449,605	49.2%
Other Income	$89,043	3.0%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$4,508,427	90.6%
Compensation of Officers*	$153,285	3.1%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$84,541,275
Total Liabilities	$145,985
Net Assets	$84,395,290

Compensation

Key Employees and Officers	Compensation	Other
Carla M Romero (Executive Director)	$153,285	$44,780
Henry Rael (Director Of Strategy)	$132,965	$45,624
Allison Owens Hagerman (Director Of Learning)	$92,165	$26,871
Ernesto Torres (Director Of Grantmak)	$80,916	$13,677
Susan M Losinger (Board Chair)	$0	$0
Michelle Mccune (Vice Chair (Feb Dec))	$0	$0
Aaron Cathey (Director)	$0	$0
David M Edwards (Director)	$0	$0
James M Edwards (Director)	$0	$0
John R Losinger (Director)	$0	$0
John M Edwards (Vice Chair (Jan & Feb), Director)	$0	$0

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990-PF

Filed on Nov. 1, 2023

Primary tax return for a private foundation's activities, finances, and governance

View Filing

Schedules ▼

PDF XML

Fiscal Year Ending Dec.
2021

Revenue

$10,136,211

Expenses

$5,170,882

Net Income

$4,965,329

Net Assets

$102,451,643

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$97	0.0%
Dividends	$1,295,516	12.8%
Sales of Assets	$8,783,993	86.7%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$4,120,099	79.7%
Compensation of Officers*	$143,339	2.8%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$104,941,384
Total Liabilities	$2,489,741
Net Assets	$102,451,643

Compensation

Key Employees and Officers	Compensation	Other
Carla M Romero (Executive Director)	$143,339	$39,970
Henry Rael (Director Of Strategy)	$129,092	$40,983
Allison Owens Hagerman (Director Of Learning)	$87,775	$24,122
Ernesto Torres (Director Of Grantmak)	$75,622	$13,172
Susan M Losinger (Board Chair)	$0	$0
Aaron Cathey (Vice Chair)	$0	$0
David M Edwards (Director)	$0	$0
James M Edwards (Director)	$0	$0
John R Losinger (Director)	$0	$0
John M Edwards (Director)	$0	$0
Michelle Mccune (Director)	$0	$0

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990-PF

Filed on Nov. 8, 2022

Primary tax return for a private foundation's activities, finances, and governance

View Filing

Schedules ▼

PDF XML

990-T

For unrelated business income from activities not substantially related to the organization's tax-exempt purpose

PDF

Fiscal Year Ending Dec.
2020

Revenue

$6,315,191

Expenses

$9,018,105

Net Income

-$2,702,914

Net Assets

$95,613,979

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$96	0.0%
Dividends	$855,860	13.6%
Sales of Assets	$5,084,276	80.5%
Other Income	$344,392	5.5%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$5,461,958	60.6%
Compensation of Officers*	$308,339	3.4%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$101,967,681
Total Liabilities	$6,353,702
Net Assets	$95,613,979

Compensation

Key Employees and Officers	Compensation	Other
Wendy S Lewis (Executive Director (Through 8/31/20))	$183,668	$49,268
Henry Rael (Director Of Strategy)	$126,030	$38,765
Carla M Romero (Admin Director/Executive Director)	$124,671	$36,225
Allison Owens Hagerman (Director Of Learning)	$78,451	$22,277
Ernesto Torres (Director Of Grantmak)	$67,589	$11,482
Susan M Losinger (Board Chair)	$0	$0
James M Edwards (Director)	$0	$0
John R Losinger (Director)	$0	$0
Aaron Cathey (Vice Chair)	$0	$0
David M Edwards (Director)	$0	$0
John M Edwards (Director)	$0	$0
Michelle Mccune (Director)	$0	$0

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990-PF

Filed on Nov. 3, 2021

Primary tax return for a private foundation's activities, finances, and governance

View Filing

Schedules ▼

PDF XML

990-T

For unrelated business income from activities not substantially related to the organization's tax-exempt purpose

PDF

Fiscal Year Ending Dec.
2019

Revenue

$4,266,840

Expenses

$6,588,320

Net Income

-$2,321,480

Net Assets

$96,050,503

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$120	0.0%
Dividends	$1,383,057	32.4%
Sales of Assets	$2,481,623	58.2%
Other Income	$356,458	8.4%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$5,117,520	77.7%
Compensation of Officers*	$321,838	4.9%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$104,513,402
Total Liabilities	$8,462,899
Net Assets	$96,050,503

Compensation

Key Employees and Officers	Compensation	Other
Wendy S Lewis (Executive Director)	$206,561	$67,779
Henry Rael (Program Officer)	$121,682	$39,789
Carla M Romero (Administrative Director)	$115,725	$23,937
Allison Owens Hagerman (Assoc. Program Offic)	$74,104	$22,918
Ernesto Torres (Grants Manager)	$63,843	$10,197
Catherine Kosak (Sr. Exec. Assistant)	$63,433	$22,536
Susan M Losinger (Board Chair)	$0	$0
James M Edwards (Director)	$0	$0
John R Losinger (Director)	$0	$0
Aaron Cathey (Director)	$0	$0
David M Edwards (Director)	$0	$0
John M Edwards (Director)	$0	$0
Michelle Mccune (Director)	$0	$0

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990-PF

Filed on Nov. 10, 2020

Primary tax return for a private foundation's activities, finances, and governance

View Filing

Schedules ▼

XML

990-T

For unrelated business income from activities not substantially related to the organization's tax-exempt purpose

PDF

Fiscal Year Ending Dec.
2018

Revenue

$7,510,864

Expenses

$6,078,478

Net Income

$1,432,386

Net Assets

$88,918,607

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$137	0.0%
Dividends	$1,578,855	21.0%
Sales of Assets	$5,879,191	78.3%
Other Income	$8,608	0.1%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$5,415,170	89.1%
Compensation of Officers*	$312,876	5.1%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$102,313,366
Total Liabilities	$13,394,759
Net Assets	$88,918,607

Compensation

Key Employees and Officers	Compensation	Other
Wendy S Lewis (Executive Director)	$200,545	$61,517
Henry Rael (Program Officer)	$118,137	$35,813
Carla M Romero (Administrative Director)	$112,331	$21,819
Allison Owens Hagerman (Assoc. Program Offic)	$71,946	$20,796
Ernesto Torres (Grants Manager)	$61,984	$19,169
Catherine Kosak (Sr. Exec. Assistant)	$61,585	$20,207
Susan M Losinger (Board Chair)	$0	$0
James M Edwards (Director)	$0	$0
John R Losinger (Director)	$0	$0
Aaron Cathey (Director)	$0	$0
David M Edwards (Director)	$0	$0
John M Edwards (Director)	$0	$0
Michelle Mccune (Director)	$0	$0

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990-PF

Filed on Nov. 13, 2019

Primary tax return for a private foundation's activities, finances, and governance

View Filing

Schedules ▼

PDF XML

990-T

For unrelated business income from activities not substantially related to the organization's tax-exempt purpose

PDF

Fiscal Year Ending Dec.
2017

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

990-T

For unrelated business income from activities not substantially related to the organization's tax-exempt purpose

PDF

PDF (2 of 2)

Fiscal Year Ending Dec.
2016

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

990-T

For unrelated business income from activities not substantially related to the organization's tax-exempt purpose

PDF

Fiscal Year Ending Dec.
2015

Revenue

$5,418,862

Expenses

$6,659,168

Net Income

-$1,240,306

Net Assets

$95,839,730

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$86	0.0%
Dividends	$928,844	17.1%
Sales of Assets	$4,444,837	82.0%
Other Income	$5,789	0.1%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$6,171,577	92.7%
Compensation of Officers*	$292,110	4.4%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$117,570,150
Total Liabilities	$21,730,420
Net Assets	$95,839,730

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

990-T

For unrelated business income from activities not substantially related to the organization's tax-exempt purpose

PDF

Fiscal Year Ending Dec.
2014

Revenue

$6,273,668

Expenses

$6,808,665

Net Income

-$534,997

Net Assets

$103,844,404

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$20,000	0.3%
Interest Revenue	$127	0.0%
Dividends	$814,717	13.0%
Sales of Assets	$5,397,230	86.0%
Other Income	$3,511	0.1%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$6,159,427	90.5%
Compensation of Officers*	$278,116	4.1%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$125,892,439
Total Liabilities	$22,048,035
Net Assets	$103,844,404

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

990-T

For unrelated business income from activities not substantially related to the organization's tax-exempt purpose

PDF

Fiscal Year Ending Dec.
2013

Revenue

$8,383,415

Expenses

$6,867,690

Net Income

$1,515,725

Net Assets

$105,660,343

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$257	0.0%
Dividends	$997,256	11.9%
Sales of Assets	$7,334,177	87.5%
Other Income	$6,959	0.1%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$6,362,530	92.6%
Compensation of Officers*	$647,302	9.4%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$128,015,966
Total Liabilities	$22,355,623
Net Assets	$105,660,343

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

990-T

For unrelated business income from activities not substantially related to the organization's tax-exempt purpose

PDF

Fiscal Year Ending Dec.
2012

Revenue

$5,198,970

Expenses

$7,243,883

Net Income

-$2,044,913

Net Assets

$103,432,671

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$703	0.0%
Dividends	$1,111,655	21.4%
Sales of Assets	$4,035,172	77.6%
Other Income	$9,969	0.2%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$6,687,934	92.3%
Compensation of Officers*	$656,744	9.1%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$125,763,190
Total Liabilities	$22,330,519
Net Assets	$103,432,671

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

990-T

For unrelated business income from activities not substantially related to the organization's tax-exempt purpose

PDF

Fiscal Year Ending Dec.
2011

Revenue

$2,375,196

Expenses

$11,112,799

Net Income

-$8,737,603

Net Assets

$101,953,016

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$584	0.0%
Dividends	$870,571	36.7%
Sales of Assets	$1,460,491	61.5%
Other Income	$14	0.0%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$6,936,401	62.4%
Compensation of Officers*	$589,701	5.3%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$111,047,937
Total Liabilities	$9,094,921
Net Assets	$101,953,016

What Is This Data?

Nonprofit Explorer includes summary data for nonprofit tax returns and full Form 990 documents, in both PDF and digital formats.

The summary data contains information processed by the IRS during the 2012-2019 calendar years; this generally consists of filings for the 2011-2018 fiscal years, but may include older records. This data release includes only a subset of what can be found in the full Form 990s.

In addition to the raw summary data, we link to PDFs and digital copies of full Form 990 documents wherever possible. This consists of separate releases by the IRS of Form 990 documents processed by the agency, which we update regularly.

We also link to copies of audits nonprofit organizations that spent $750,000 or more in Federal grant money in a single fiscal year since 2016. These audits are copied from the Federal Audit Clearinghouse.

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Every organization that has been recognized as tax exempt by the IRS has to file Form 990 every year, unless they make less than $200,000 in revenue and have less than $500,000 in assets, in which case they have to file form 990-EZ. Organizations making less than $50,000 don’t have to file either form but do have to let the IRS they’re still in business via a Form 990N "e-Postcard."

Nonprofit Explorer has organizations claiming tax exemption in each of the 27 subsections of the 501(c) section of the tax code, and which have filed a Form 990, Form 990EZ or Form 990PF. Taxable trusts and private foundations that are required to file a form 990PF are also included. Small organizations filing a Form 990N "e-Postcard" are not included in this data.

Types of Nonprofits

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Updated January 26, 2026

Marshall L And Perrine D Mccune Charitable Foundation

Organization summary

Type of Nonprofit

Summary charts: organization finances over time

Revenue $4.63M (2024)

Expenses $4.65M (2024)

Total Assets $97.6M (2024)

Total Liabilities $222k (2024)

Tax Filings by Year

Fiscal Year Ending Dec. 2024

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2023

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2022

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2021

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

990-T

Fiscal Year Ending Dec. 2020

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

990-T

Fiscal Year Ending Dec. 2019

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

990-T

Fiscal Year Ending Dec. 2018

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

990-T

Fiscal Year Ending Dec. 2017

No Extracted Financial Data

Document Links

990-PF

990-T

Fiscal Year Ending Dec. 2016

No Extracted Financial Data

Document Links

990-PF

990-T

Fiscal Year Ending Dec. 2015

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Document Links

990-PF

990-T

Fiscal Year Ending Dec. 2014

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Document Links

990-PF

990-T

Fiscal Year Ending Dec. 2013

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Revenue

$4.63M (2024)

Expenses

$4.65M (2024)

Total Assets

$97.6M (2024)

Total Liabilities

$222k (2024)

Fiscal Year Ending Dec.
2024

Fiscal Year Ending Dec.
2023

Fiscal Year Ending Dec.
2022

Fiscal Year Ending Dec.
2021

Fiscal Year Ending Dec.
2020

Fiscal Year Ending Dec.
2019

Fiscal Year Ending Dec.
2018

Fiscal Year Ending Dec.
2017

Fiscal Year Ending Dec.
2016

Fiscal Year Ending Dec.
2015

Fiscal Year Ending Dec.
2014

Fiscal Year Ending Dec.
2013

Fiscal Year Ending Dec.
2012

Fiscal Year Ending Dec.
2011

Fiscal Year Ending Dec.
2010

Fiscal Year Ending Dec.
2009

Fiscal Year Ending Dec.
2008

Fiscal Year Ending Dec.
2007

Fiscal Year Ending Dec.
2006

Fiscal Year Ending Dec.
2005

Fiscal Year Ending Dec.
2004

Fiscal Year Ending Dec.
2003

Fiscal Year Ending Dec.
2002

Fiscal Year Ending Dec.
2001