The Helene Worlitzer Foundation of New Mexico
TAOS, NM EIN: 85-0128634
Financial Overview
From 2024 IRS Form 990-PF
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
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Financial History
Multi-year comparison from IRS filings
Revenue
Expenses
Qualifying Distributions
Net Investment Income
| 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
No grants recorded for .
Who else does The Helene Worlitzer Foundation of New Mexico fund?
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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 | — |
Geographic Focus
Where this funder has awarded grants
Grant Distribution by State
New Mexico $28K (100%)
States
Cities
Ranchos De TaosRatonTaos
Data last updated March 2026. Sourced from IRS Form 990-PF filings.
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