The Helene Wurlitzer Foundation of New Mexico
The Helene Wurlitzer Foundation of New Mexico is a private foundation focused on Academics, based in Taos, NM. IRS filing data is available from 2019 through 2025. As of 2025, the organization holds $486K in total assets. In 2025, it awarded 5 grants totaling $4K. Net investment income was $14K.
The Helene Wurlitzer Foundation of New Mexico at a glance
In short: The Helene Wurlitzer Foundation of New Mexico gave $4K across 5 grants in 2025 (avg $860), mostly in New Mexico. Source: 2025 IRS Form 990-PF.
- Annual giving (2025)
- $4,300
- -14.0% vs 2024
- Grants made (2025)
- 5
- +0.0% vs 2024
- Average grant
- $860
- -14.0% vs 2024
- Median grant
- $1,000
- Total assets
- $486,202
- -13.2% vs 2024
- Primary geography
- New Mexico (100% of itemized 2025 grant dollars)
- Latest 990 filing
- Form 990-PF, 2025 View filing
Data from IRS Form 990-PF, 2025; updated September 2026.
Who The Helene Wurlitzer Foundation of New Mexico funds
How this funder distributes its grants
Grant Size Distribution
28 grants across all recorded years
The most common grant size was under $50K: 28 grants of 28 (100%).
Geographic Focus
Where this funder awards grants
Grant Distribution by State
Share of 2025 grant dollars across all 5 itemized grants.
States
Cities
How The Helene Wurlitzer Foundation of New Mexico gives
- Giving fell 23% from 2022 to 2025. Method
- In 2024 it paid out well above its IRS minimum distribution (the 5% rule). Method
From the foundation's IRS Form 990-PF filings. Methodology.
Giving History
Giving Over Time
Total grant dollars and number of grants per year
From 2019 to 2025, annual grant giving ranged from $4K (2025) to $7K (2020). In 2025 it made 5 grants totaling $4K.
Grants by year
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| 5 grants to individuals Recipients not named | — | $4,300 |
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Financial History
Multi-year comparison from IRS filings
| Filing year | Total Assets | Revenue | Expenses | Grants paid | Grants | Qualifying Distributions | Net Investment Income | Distributable Amount |
|---|---|---|---|---|---|---|---|---|
| 2025 | $486,202 | $172,383 | $246,541 | $4,300 | 5 | $234,129 | $13,956 | — |
| 2024 | $560,108 | $105,008 | $255,454 | $5,000 | 5 | $247,823 | — | $22,278 |
| 2023 | $685,150 | $242,226 | $233,846 | $6,000 | 6 | $198,724 | $21,314 | $27,766 |
| 2022 | $634,759 | $187,921 | $255,685 | $5,600 | 7 | $182,542 | $27,239 | $32,345 |
| 2021 | $749,948 | $120,903 | $259,373 | $5,000 | 5 | — | $33,632 | — |
| 2020 | $729,492 | $214,443 | $223,959 | $6,650 | 9 | — | $23,775 | — |
| 2019 | $791,071 | $89,749 | $219,923 | $4,950 | 8 | — | $31,786 | — |
Leadership & Key People
Officers and directors from IRS filings
The Helene Wurlitzer Foundation of New Mexico is led by Peggy Nelson, President on every filing since 2019; none of the 6 officers listed in 2025 report compensation.
Officers on the 2025 filing
Peggy Nelson
President
On filings since 2019
2 hrs/week
No compensation reported
Patricia Michaels
Trustee
New on the 2025 filing
1 hr/week
No compensation reported
Sylvia Rodriguez
Trustee
New on the 2025 filing
1 hr/week
No compensation reported
Harald Hahn
Secretary
On filings since 2019
1 hr/week
No compensation reported
Joseph Caldwell
Vice President
Trustee → Vice President, 2025
On filings since 2019
1 hr/week
No compensation reported
Michael Knight
Treasurer
On filings since 2019
2 hrs/week
No compensation reported
Former officers (7)
- Former: William Ebie (2022–2024) — Vice President
- Former: Janet Webb (2020–2022) — Trustee
- Former: Diane Reyna (2021–2022) — Trustee
- Former: Nic Knight (2022) — Executive Director
- Former: Bill Ebie (2019–2021) — Vice President
- Former: Tito Naranjo (2019–2020) — Trustee
- Former: Rena Rosequist (2019) — Trustee
Data from IRS Form 990 filings, 2019–2025. "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 The Helene Wurlitzer Foundation of New Mexico
How much does The Helene Wurlitzer Foundation of New Mexico give each year?
The Helene Wurlitzer Foundation of New Mexico gave $4K across 5 grants in 2025, according to its 2025 IRS Form 990-PF. In 2024 it gave $5K across 5 grants.
What is The Helene Wurlitzer Foundation of New Mexico's typical grant size?
The Helene Wurlitzer Foundation of New Mexico's median grant in 2025 was $1,000, and its average grant was $860, across 5 grants on its 2025 IRS Form 990-PF.
Where does The Helene Wurlitzer Foundation of New Mexico give grants?
The Helene Wurlitzer Foundation of New Mexico gives mostly in New Mexico: 100% of the grant dollars itemized on its 2025 IRS Form 990-PF went to recipients there.
Does The Helene Wurlitzer Foundation of New Mexico give general operating support?
Not in 2025: none of the 5 grants with a stated purpose on The Helene Wurlitzer Foundation of New Mexico's 2025 IRS Form 990-PF were described as general or operating support. Recurring purposes include "Study scholarship" (4 grants).
How large is The Helene Wurlitzer Foundation of New Mexico?
The Helene Wurlitzer Foundation of New Mexico reported $486K in total assets on its 2025 IRS Form 990-PF. Its revenue that year was $172K.
What is The Helene Wurlitzer Foundation of New Mexico?
The Helene Wurlitzer Foundation of New Mexico is a private foundation focused on Academics, based in Taos, NM. It holds $486K in total assets as of 2025.
What is The Helene Wurlitzer Foundation of New Mexico's EIN?
The Helene Wurlitzer Foundation of New Mexico's EIN (Employer Identification Number) is 85-0128634. IRS Form 990 filing data is available on this page for 2019–2025.
Data last updated September 2026. Sourced from IRS Form 990-PF filings.
Data update history
(8)
When this profile's IRS filing data changed on Grantable
- Updated Form 990-PF for fiscal year 2019 (received by the IRS April 9, 2020)
- Updated Form 990-PF for fiscal year 2020 (received by the IRS February 16, 2021)
- Updated Form 990-PF for fiscal year 2021 (received by the IRS February 15, 2022)
- Updated Form 990-PF for fiscal year 2022 (received by the IRS February 14, 2023)
- Updated Form 990-PF for fiscal year 2023 (received by the IRS February 15, 2024)
- Updated Form 990-PF for fiscal year 2024 (received by the IRS February 15, 2025)
- Updated Form 990-PF for fiscal year 2025 (received by the IRS February 15, 2026)
- IRS filings on file for fiscal years 2019–2025
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