New Mexico Scottish Rite Foundation

ALBUQUERQUE, NM EIN: 85-0374164

New Mexico Scottish Rite Foundation is a private foundation, based in ALBUQUERQUE, NM. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $1.5M in total assets. In 2024, it awarded 5 grants totaling $60K. Net investment income was $46K.

Financial Overview

From 2024 IRS Form 990-PF · View filing

Total Assets

$1.5M

+28.5% YoY

Annual Giving

$60K

+33.3% YoY

Grant Count

5

+25.0% YoY

Avg Grant Size

$12K

+6.7% YoY

Under IRS private-foundation payout rules, New Mexico Scottish Rite Foundation reported a distributable amount of $82K for 2024 — the minimum it must pay out in qualifying distributions.

About New Mexico Scottish Rite Foundation

Based on IRS filings

New Mexico Scottish Rite Foundation is a private foundation, based in ALBUQUERQUE, NM. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $1.5M in total assets. In 2024, it awarded 5 grants totaling $60K. Net investment income was $46K.

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Geographic Focus

Where this funder awards grants

Grant Distribution by State

1states

States

Cities

AlbuquerqueAztecBelenEdgewoodEuniceHobbsRoswell

Financial History

Multi-year comparison from IRS filings

Revenue
Expenses
Qualifying Distributions
Net Investment Income
$0$101K$203K$304K$406K20202021202220232024
Metric202420232022
Total Assets$1,517,959$1,181,052$1,139,321
Revenue$368,852$90,837$-22,306
Expenses$83,396$64,219$72,221
Qualifying Distributions$65,390$49,174$58,707
Net Investment Income$46,295$75,792$10,899
Distributable Amount$82,243$62,931$66,894

Giving Over Time

Total grant dollars and number of grants per year

$0$15K$30K$45K$60K6 grants20204 grants20216 grants20224 grants20235 grants2024

Grant Insights

How this funder distributes its grants

Top Recipients

Top 5 recipients in 2024

MESA LODGE NO 68$25KROSWELL LODGE NO 18$20KSAN JUAN LODGE NO 25$5KEUNICE LODGE NO 67$5KEDGEWOOD LODGE NO 82$5K

Grant Size Distribution

25 grants across all recorded years

25<$50K$50–100K$100–250K$250–500K$500K–1M$1–5M$5M+

Giving History

Grant recipients and amounts by year

Among its reported 2024 grants, the largest include Mesa Lodge No 68 ($25,000), Roswell Lodge No 18 ($20,000), San Juan Lodge No 25 ($5,000).

RecipientPurposeAmount
MESA LODGE NO 68 ALBUQUERQUE, NMTO PROVIDE FUNDING FOR PAYROLL FOR LEARNING CENTER AND TEACHING TRAINING.$25,000
SAN JUAN LODGE NO 25 AZTEC, NMTO PROVIDE FUNDING FOR PAYROLL FOR LEARNING CENTER.$5,000
ROSWELL LODGE NO 18 ROSWELL, NMTO PROVIDE FUNDING FOR PAYROLL FOR LEARNING CENTER.$20,000
EUNICE LODGE NO 67 EUNICE, NMTO PROVIDE FUNDING FOR PAYROLL FOR LEARNING CENTER.$5,000
EDGEWOOD LODGE NO 82 EDGEWOOD, NMTO PROVIDE FUNDING FOR PAYROLL FOR LEARNING CENTER.$5,000

Leadership & Key People

Officers and directors from IRS filings

Compensation Overview

From 2024 IRS filing

From 2024 filing

NameTitleHoursCompensation
DAVID LAWSONPRESIDENT10
MARK DANIELSVICE PRESIDENT2
DON WALLINSECRETARY/TREASURER2
JIMMIE BERKEYDIRECTOR1
LEVI MOODYDIRECTOR1
KALITH SMITHDIRECTOR1
BOYD WOODDIRECTOR1

Frequently Asked Questions

How large is New Mexico Scottish Rite Foundation?

As of 2024, New Mexico Scottish Rite Foundation holds $1.5M in total assets with $369K in annual revenue. It awarded 5 grants totaling $60K in 2024.

Where does New Mexico Scottish Rite Foundation operate?

New Mexico Scottish Rite Foundation has awarded grants in New Mexico.

What size grants does New Mexico Scottish Rite Foundation award?

In 2024, New Mexico Scottish Rite Foundation awarded 5 grants totaling $60K — an average of about $12K per grant, based on its IRS Form 990 filings.

How much is New Mexico Scottish Rite Foundation required to give away each year?

Private foundations must generally distribute about 5% of their assets annually. For 2024, New Mexico Scottish Rite Foundation reported a distributable amount of $82K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.

What is New Mexico Scottish Rite Foundation's EIN?

New Mexico Scottish Rite Foundation's EIN (Employer Identification Number) is 85-0374164. IRS Form 990 filing data is available on this page for 2020–2024.

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Data last updated April 2026. Sourced from IRS Form 990-PF filings.

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