New Mexico Scottish Rite Foundation

Private foundation · Grantmaker 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.

Key facts about New Mexico Scottish Rite Foundation

In short: New Mexico Scottish Rite Foundation gave $60K across 5 grants in 2024 (avg $12K), mostly in New Mexico. Source: 2024 IRS Form 990-PF.

EIN
85-0374164
Latest 990 filing
Form 990-PF, 2024
Annual giving (2024)
$60,000
Grants made (2024)
5
Average grant
$12,000
Median grant
$5,000
Total assets
$1,517,959
Primary geography
New Mexico (100% of itemized 2024 grant dollars)

Data from IRS Form 990-PF, 2024; updated September 2026.

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.

How New Mexico Scottish Rite Foundation gives

  • Giving grew 59% from 2021 to 2024. Method
  • In 2024 it paid out 80% of its IRS minimum distribution (the 5% rule). Foundations have until the end of the next year to meet it. Method

From the foundation's IRS Form 990-PF filings. Methodology.

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Geographic Focus

Where this funder awards grants

Grant Distribution by State

1state

Share of all 5 itemized 2024 grant dollars.

States

Cities

AlbuquerqueEdgewoodBelenAztecEuniceHobbsRoswell

Giving Over Time

Total grant dollars and number of grants per year

$0$20K$40K$60K6 grants20204 grants20216 grants20224 grants20235 grants2024

From 2020 to 2024, annual grant giving ranged from $38K (2021) to $60K (2024). In 2024 it made 5 grants totaling $60K.

Grant Insights

How this funder distributes its grants

Top Recipients

Top 5 recipients in 2024

Mesa Lodge No 68: $25KMesa Lodge No 68$25KRoswell Lodge No 18: $20KRoswell Lodge No 18$20KSan Juan Lodge No 25: $5KSan Juan Lodge No 25$5KEunice Lodge No 67: $5KEunice Lodge No 67$5KEdgewood Lodge No 82: $5KEdgewood Lodge No 82$5K

The largest 2024 recipient was Mesa Lodge No 68 ($25K). Together the top 5 received $60K.

Grant Size Distribution

25 grants across all recorded years

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

The most common grant size was under $50K: 25 grants of 25 (100%).

Giving History

Grant recipients and amounts by year

RecipientPurposeAmount
Mesa Lodge No 68 Albuquerque, NMTo provide funding for payroll for learning center and teaching training.$25,000
Roswell Lodge No 18 Roswell, NMTo Provide Funding for Payroll for Learning Center.$20,000
San Juan Lodge No 25 Aztec, NMTo Provide Funding for Payroll for Learning Center.$5,000
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

Financial History

Multi-year comparison from IRS filings

Revenue
Expenses
Qualifying Distributions
Net Investment Income
$0$200K$400K$600K20202021202220232024
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

Data update history

When this profile's IRS filing data changed on Grantable

  1. IRS filings on file for fiscal years 2020–2024

Leadership & Key People

Officers and directors from IRS filings

New Mexico Scottish Rite Foundation is led by David Lawson, President on every filing since 2020; none of the 7 officers listed in 2024 report compensation.

Officers on the 2024 filing

  • David Lawson

    President

    On filings since 2020

    10 hrs/week

    No compensation reported

  • Boyd Wood

    Director

    On filings since 2020

    1 hr/week

    No compensation reported

  • Kalith Smith

    Director

    On filings since 2020

    1 hr/week

    No compensation reported

  • Jimmie Berkey

    Director

    New on the 2024 filing

    1 hr/week

    No compensation reported

  • Levi Moody

    Director

    New on the 2024 filing

    1 hr/week

    No compensation reported

  • Don Wallin

    Secretary & Treasurer

    On filings since 2020

    2 hrs/week

    No compensation reported

  • Mark Daniels

    Vice President

    On filings since 2020

    2 hrs/week

    No compensation reported

Former officers (2)
  • Former: Duane Walker (2022–2023) — Director
  • Former: John Holland (2022–2023) — Director

Data from IRS Form 990 filings, 2020–2024. "On filings since" is the earliest filing we hold that lists the person; hours are average hours per week as reported.

Frequently asked questions about New Mexico Scottish Rite Foundation

How much does New Mexico Scottish Rite Foundation give each year?

New Mexico Scottish Rite Foundation gave $60K across 5 grants in 2024, according to its 2024 IRS Form 990-PF. In 2023 it gave $45K across 4 grants.

What is New Mexico Scottish Rite Foundation's typical grant size?

New Mexico Scottish Rite Foundation's median grant in 2024 was $5,000, and its average grant was $12,000, across 5 grants on its 2024 IRS Form 990-PF.

Where does New Mexico Scottish Rite Foundation give grants?

New Mexico Scottish Rite Foundation gives mostly in New Mexico: 100% of the grant dollars itemized on its 2024 IRS Form 990-PF went to recipients there.

Does New Mexico Scottish Rite Foundation give general operating support?

Not in 2024: none of the 5 grants with a stated purpose on New Mexico Scottish Rite Foundation's 2024 IRS Form 990-PF were described as general or operating support. Recurring purposes include "To Provide Funding for Payroll for Learning Center." (4 grants).

Who are New Mexico Scottish Rite Foundation's largest grantees?

New Mexico Scottish Rite Foundation's largest 2024 grantees include Mesa Lodge No 68 ($25,000), Roswell Lodge No 18 ($20,000) and San Juan Lodge No 25 ($5,000), according to its 2024 IRS Form 990-PF. Together they received 83% of its itemized 2024 grant dollars.

How large is New Mexico Scottish Rite Foundation?

New Mexico Scottish Rite Foundation reported $1.5M in total assets on its 2024 IRS Form 990-PF. It paid out $65K in qualifying distributions that year, against a required minimum of $82K (roughly 5% of its investment assets).

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.

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

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