Programs

  • Program 1 [2018]

    THE FOUNDATION PROVIDES PHILANTHROPIC SERVICES FOR INDIVIDUAL DONORS AND NONPROFIT ORGANIZATIONS IN THE JEWISH COMMUNITY. SERVICES INCLUDE GRANT MAKING, FIELD OF INTEREST RESEARCH, CONSULTATIONS WITH PROFESSIONAL ADVISORS, FUND INVESTMENT, MANAGEMENT AND REPORTING. IN ADDITION, THE FOUNDATION SHARES EDUCATIONAL INFORMATION ABOUT CHARITABLE/LEGACY PLANNING, FUNDING IDEAS AND CHARITABLE OPPORTUNITIES IN THE JEWISH AND BROADER COMMUNITIES. ACCOMPLISHMENTS INCLUDE:FOUNDATION DISTRIBUTED GRANTS FROM NET ASSETS TOTALING $312,211 TO 119 CHARITABLE ORGANIZATIONS. GRANTS ADDRESSED NEEDS IN A VARIETY OF AREAS INCLUDING HEALTH, HUMAN SERVICES, EDUCATION, RELIGION, CULTURE, ENVIRONMENT AND THE ARTS. THREE CAMP SCHOLARSHIPS AND TWO COLLEGE SCHOLARSHIPS AND THREE SCHOLARSHIPS FOR ORGANIZED YOUTH TRAVEL TO ISRAEL WERE AWARDED ON BEHALF OF NEW MEXICO YOUTH.FOUNDATION STAFF HELPED EDUCATE THE JEWISH COMMUNITY ABOUT CHARITABLE PLANNING AND WORKED WITH DONORS TO DEVELOP LEGACY PLANS AND OPEN FUNDS TO SUPPORT CHARITABLE ORGANIZATIONS AND CAUSES NOW AND INTO THE FUTURE. FOUNDATION LAUNCHED THE NEW FOUR-YEAR LIFE & LEGACY ENDOWMENT DEVELOPMENT PROGRAM IN PARTNERSHIP WITH HAROLD GRINSPOON FOUNDATION. LIFE & LEGACY, A PROVEN, SUCCESSFUL INITIATIVE IN 60+ OTHER COMMUNITIES THROUGHOUT NORTH AMERICA, PROMOTES AFTER-LIFETIME GIVING TO BENEFIT JEWISH ORGANIZATIONS. THE PROGRAM EMPHASIZES STEWARDSHIP AND FORMALIZATION OF LEGACY GIFTS AND PROMOTES A COLLABORATIVE APPROACH THAT STRENGTHENS THE ENTIRE COMMUNITY. NINE JEWISH ORGANIZATIONS (7 IN ALBUQUERQUE AND 2 IN SANTA FE) ARE PARTICIPATING.FOUNDATION MANAGED INVESTMENTS TO MAXIMIZE RETURNS CONSISTENT WITH ITS INVESTMENT AND DISTRIBUTION POLICIES.
    Geographies
    Not indicated
    Dates
    Jan 1, 2018 – Dec 31, 2018
    Source
    990
    No causes provided
    No populations provided
    –
    $357.5K

  • Jewish Community Philanthropy Program

    THE FOUNDATION PROVIDES PHILANTHROPIC SERVICES FOR INDIVIDUAL DONORS AND NONPROFIT ORGANIZATIONS IN THE JEWISH COMMUNITY. SERVICES INCLUDE GRANT MAKING, FIELD OF INTEREST RESEARCH, CONSULTATIONS WITH PROFESSIONAL ADVISORS, FUND INVESTMENT, MANAGEMENT AND REPORTING. IN ADDITION, THE FOUNDATION SHARES EDUCATIONAL INFORMATION ABOUT CHARITABLE/LEGACY PLANNING, FUNDING IDEAS AND CHARITABLE OPPORTUNITIES IN THE JEWISH AND BROADER COMMUNITIES.ACCOMPLISHMENTS INCLUDE:FOUNDATION DISTRIBUTED GRANTS FROM NET ASSETS TOTALING $647,931 TO 162 CHARITABLE ORGANIZATIONS. GRANTS ADDRESSED NEEDS IN A VARIETY OF AREAS INCLUDING HEALTH, HUMAN SERVICES, EDUCATION, RELIGION, CULTURE, ENVIRONMENT, IMMIGRANT AND REFUGEE ASSISTANCE, AND THE ARTS. FOUR COLLEGE SCHOLARSHIPS, FIFTEEN CAMP SCHOLARSHIPS, AND ONE ISRAEL EXPERIENCE SCHOLARSHIP WERE AWARDED ON BEHALF OF NEW MEXICO YOUTH.FOUNDATION STAFF HELPED EDUCATE THE JEWISH COMMUNITY ABOUT CHARITABLE PLANNING AND WORKED WITH DONORS TO DEVELOP LEGACY PLANS AND OPEN FUNDS TO SUPPORT CHARITABLE ORGANIZATIONS AND CAUSES NOW AND INTO THE FUTURE. FOUNDATION EXTENDED ITS PARTICIPATION IN THE LIFE & LEGACY ENDOWMENT DEVELOPMENT PROGRAM IN PARTNERSHIP WITH HAROLD GRINSPOON FOUNDATION. LIFE & LEGACY, A PROVEN, SUCCESSFUL INITIATIVE IN 65 OTHER COMMUNITIES THROUGHOUT NORTH AMERICA, PROMOTES AFTER-LIFETIME GIVING TO BENEFIT JEWISH ORGANIZATIONS. THE PROGRAM EMPHASIZES STEWARDSHIP AND FORMALIZATION OF LEGACY GIFTS AND PROMOTES A COLLABORATIVE APPROACH THAT STRENGTHENS THE ENTIRE COMMUNITY. NINE JEWISH ORGANIZATIONS (6 IN ALBUQUERQUE, 2 IN SANTA FE, AND 1 IN LOS ALAMOS) ARE PARTICIPATING. AS OF DECEMBER 31, 2023, THE PROGRAM HAD GENERATED LEGACY GIFTS WITH AN ESTIMATED VALUE OF $6.6 MILLION AND $920,000 OF REALIZED ENDOWMENT GIFTS. FOUNDATION MANAGED INVESTMENTS TO MAXIMIZE RETURNS CONSISTENT WITH ITS INVESTMENT AND DISTRIBUTION POLICIES.
    Geographies
    Not indicated
    Dates
    Jan 1, 2023 – Dec 31, 2023
    Source
    990
    No causes provided
    No populations provided
    –
    $713.2K

  • Program 1 [2024]

    THE FOUNDATION PROVIDES PHILANTHROPIC SERVICES FOR INDIVIDUAL DONORS AND NONPROFIT ORGANIZATIONS IN THE JEWISH COMMUNITY. SERVICES INCLUDE GRANT MAKING, FIELD OF INTEREST RESEARCH, CONSULTATIONS WITH PROFESSIONAL ADVISORS, FUND INVESTMENT, MANAGEMENT AND REPORTING. IN ADDITION, THE FOUNDATION SHARES EDUCATIONAL INFORMATION ABOUT CHARITABLE/LEGACY PLANNING, FUNDING IDEAS AND CHARITABLE OPPORTUNITIES IN THE JEWISH AND BROADER COMMUNITIES.ACCOMPLISHMENTS INCLUDE:FOUNDATION DISTRIBUTED GRANTS FROM NET ASSETS TOTALING $810,993 TO 206 CHARITABLE ORGANIZATIONS. GRANTS ADDRESSED NEEDS IN A VARIETY OF AREAS INCLUDING HEALTH, HUMAN SERVICES, EDUCATION, RELIGION, CULTURE, ENVIRONMENT, IMMIGRANT AND REFUGEE ASSISTANCE, AND THE ARTS. ONE COLLEGE SCHOLARSHIP, THIRTEEN CAMP SCHOLARSHIPS, AND ONE ISRAEL EXPERIENCE SCHOLARSHIP WERE AWARDED ON BEHALF OF NEW MEXICO YOUTH AND YOUNG ADULTS.FOUNDATION STAFF HELPED EDUCATE THE JEWISH COMMUNITY ABOUT CHARITABLE PLANNING AND WORKED WITH DONORS TO DEVELOP LEGACY PLANS AND OPEN FUNDS TO SUPPORT CHARITABLE ORGANIZATIONS AND CAUSES NOW AND INTO THE FUTURE. FOUNDATION EXTENDED ITS PARTICIPATION IN THE LIFE & LEGACY ENDOWMENT DEVELOPMENT PROGRAM IN PARTNERSHIP WITH HAROLD GRINSPOON FOUNDATION. LIFE & LEGACY, A PROVEN, SUCCESSFUL INITIATIVE IN 75 OTHER COMMUNITIES THROUGHOUT NORTH AMERICA, PROMOTES AFTER-LIFETIME GIVING TO BENEFIT JEWISH ORGANIZATIONS. THE PROGRAM EMPHASIZES STEWARDSHIP AND FORMALIZATION OF LEGACY GIFTS AND PROMOTES A COLLABORATIVE APPROACH THAT STRENGTHENS THE ENTIRE COMMUNITY.NINE NEW MEXICO JEWISH ORGANIZATIONS (6 IN ALBUQUERQUE, 2 IN SANTA FE, AND 1 IN LOS ALAMOS) ARE PARTICIPATING. THE PROGRAM, SINCE INCEPTION IN 2018, HAD GENERATED LEGACY GIFTS WITH AN ESTIMATED VALUE OF $6.8 MILLION AND $1.3 MILLION OF REALIZED ENDOWMENT GIFTS AS OF DECEMBER 31, 2024. FOUNDATION MANAGED INVESTMENTS TO MAXIMIZE RETURNS CONSISTENT WITH ITS INVESTMENT AND DISTRIBUTION POLICIES.
    Geographies
    Not indicated
    Dates
    Jan 1, 2024 – Dec 31, 2024
    Source
    990
    No causes provided
    No populations provided
    –
    $881.8K