The Helene Worlitzer Foundation of New Mexico
The Helene Worlitzer Foundation of New Mexico is a private foundation focused on Academics, based in TAOS, NM. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $560K in total assets. In 2024, it awarded 5 grants totaling $5K.
Financial Overview
From 2024 IRS Form 990-PF · View filing
Total Assets
$560K
-18.3% YoY
Annual Giving
$5K
-16.7% YoY
Grant Count
5
-16.7% YoY
Avg Grant Size
$1K
+0.0% YoY
Under IRS private-foundation payout rules, The Helene Worlitzer Foundation of New Mexico reported a distributable amount of $22K for 2024 — the minimum it must pay out in qualifying distributions.
About The Helene Worlitzer Foundation of New Mexico
Based on IRS filings
The Helene Worlitzer Foundation of New Mexico is a private foundation focused on Academics, based in TAOS, NM. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $560K in total assets. In 2024, it awarded 5 grants totaling $5K.
Ready to take the next step with The Helene Worlitzer Foundation of New Mexico?
Geographic Focus
Where this funder awards grants
Grant Distribution by State
States
Cities
Financial History
Multi-year comparison from IRS filings
| Metric | 2024 | 2023 | 2022 |
|---|---|---|---|
| Total Assets | $560,108 | $685,150 | $634,759 |
| Revenue | $105,008 | $242,226 | $187,921 |
| Expenses | $255,454 | $233,846 | $255,685 |
| Qualifying Distributions | $247,823 | $198,724 | $182,542 |
| Net Investment Income | — | $21,314 | $27,239 |
| Distributable Amount | $22,278 | $27,766 | $32,345 |
Giving Over Time
Total grant dollars and number of grants per year
Grant Insights
How this funder distributes its grants
Top Recipients
Top 5 recipients in 2024
Grant Size Distribution
32 grants across all recorded years
Giving History
Grant recipients and amounts by year
Among its reported 2024 grants, the largest include Anakaela Trujillo ($1,000), Roberet Trujillo ($1,000), Miclelle Montez ($1,000).
| Recipient | Purpose | Amount |
|---|---|---|
| Anakaela Trujillo Ranchos De Taos, NM | Study scholarship | $1,000 |
| Roberet Trujillo Ranchos De Taos, NM | Study scholarship | $1,000 |
| Miclelle Montez Taos, NM | Study scholarship | $1,000 |
| Eelatsoli Muskrat Ranchos De Taos, NM | Study scholarship | $1,000 |
| Nettie Benjamin Taos, NM | Study Scholarship | $1,000 |
Leadership & Key People
Officers and directors from IRS filings
Compensation Overview
From 2024 IRS filing
From 2024 filing
| Name | Title | Hours | Compensation |
|---|---|---|---|
| Peggy Nelson | President | 2 | — |
| William Ebie | Vice President | 1 | — |
| Harald Hahn | Secretary | 1 | — |
| Michael Knight | Treasurer | 2 | — |
| Joseph Caldwell | Trustee | 1 | — |
Subject Areas
Focus areas based on grantmaking activity
Frequently Asked Questions
What is The Helene Worlitzer Foundation of New Mexico?
The Helene Worlitzer Foundation of New Mexico is a private foundation focused on Academics, based in TAOS, NM. It holds $560K in total assets as of 2024.
How large is The Helene Worlitzer Foundation of New Mexico?
As of 2024, The Helene Worlitzer Foundation of New Mexico holds $560K in total assets with $105K in annual revenue. It awarded 5 grants totaling $5K in 2024.
Where does The Helene Worlitzer Foundation of New Mexico operate?
The Helene Worlitzer Foundation of New Mexico has awarded grants in New Mexico.
What size grants does The Helene Worlitzer Foundation of New Mexico award?
In 2024, The Helene Worlitzer Foundation of New Mexico awarded 5 grants totaling $5K — an average of about $1K per grant, based on its IRS Form 990 filings.
How much is The Helene Worlitzer Foundation of New Mexico required to give away each year?
Private foundations must generally distribute about 5% of their assets annually. For 2024, The Helene Worlitzer Foundation of New Mexico reported a distributable amount of $22K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.
What is The Helene Worlitzer Foundation of New Mexico's EIN?
The Helene Worlitzer Foundation of New Mexico's EIN (Employer Identification Number) is 85-0128634. IRS Form 990 filing data is available on this page for 2020–2024.
Explore Open Grants
Browse active grant opportunities in The Helene Worlitzer Foundation of New Mexico's focus areas in our free grants database
Similar Funders
Funders that support many of the same organizations
Dreamspring
ALBUQUERQUE, NM
Assets
$69.2M
Grants
356
Total Given
$4.8M
Santa Fe Community Foundation
SANTA FE, NM
Assets
$144.1M
Grants
302
Total Given
$12.4M
Albuquerque Community Foundation
ALBUQUERQUE, NM
Assets
$160.6M
Grants
245
Total Given
$6.9M
Pnm Tnmp Foundation
ALBUQUERQUE, NM
Assets
$14.2M
Grants
169
Total Given
$1.3M
JF Maddox Foundation
HOBBS, NM
Assets
$247.3M
Grants
159
Total Given
$4.2M
Thornburg Foundation
SANTA FE, NM
Assets
$179.4M
Grants
144
Total Given
$6.4M
Marshall L and Perrine D Mccune
SANTA FE, NM
Assets
$97.6M
Grants
139
Total Given
$3.2M
Central Valley Electric Education
ARTESIA, NM
Assets
$2.9M
Grants
121
Total Given
$327K
Slayton Foundation
ROSWELL, NM
Assets
$28.1M
Grants
120
Total Given
$1.4M
Carroll Petrie Foundation
SANTA FE, NM
Assets
$320.6M
Grants
115
Total Given
$14.2M
Clovis Community College Foundation
CLOVIS, NM
Assets
$5.2M
Grants
101
Total Given
$49K
Continental Divide Electric Education
GRANTS, NM
Assets
$4.8M
Grants
95
Total Given
$270K
Data last updated April 2026. Sourced from IRS Form 990-PF filings.
What could you do with The Helene Worlitzer Foundation of New Mexico on Grantable?
- Assess strategic fit with your organization
- Draft a tailored letter of inquiry
- Find open RFPs from this funder
- Monitor for new funding opportunities
Go from researching The Helene Worlitzer Foundation of New Mexico to a real strategy.