2025-04-16T13:40:48-05:00 2024-12-31 760269860 Blazek & Vetterling 2900 Weslayan Suite 200 Houston TX 77027 990PF 2024-01-01 276185888 The Estelle H Yates Foundation ESTE 5757366702 PO Box 1020 Artesia NM 882111020 Peyton Yates Trustee 5757366702 2025-04-16 1 0 Kurt Coburn P01638285 7134395739 2025-04-16 2024 2025-03-06 01:10:19Z X 1975568 X X 603 603 119116 119116 302470 2122316 302470 422189 422189 0 0 0 2100 1050 1050 71931 10466 61465 1960 434 0 75991 11950 62515 2711604 2711604 2787595 11950 2774119 -2365406 410239 72857 544723 71616 71616 1899 1899 1899 3559474 365839 689333 0 1372294 1212720 4177054 1811648 1975568 0 0 X 0 0 0 0 4177054 1811648 4177054 1811648 4177054 1811648 4177054 -2365406 0 1811648 0 1811648 Publicly traded securities P 2122316 1819846 302470 302470 302470 5702 0 5702 0 5702 4800 0 0 0 4800 0 902 0 0 0 0 0 0 0 0 0 1 1 1 NM 1 0 0 0 0 1 N/A Peyton Yates 5757366702 PO Box 1020 Artesia NM 882111020 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 Peyton Yates PO Box 1020 Artesia NM 882111020 Trustee 1.00 0 0 0 Richard M Yates PO Box 1020 Artesia NM 882111020 Trustee 1.00 0 0 0 Peyton Yates Davis PO Box 1020 Artesia NM 882111020 Trustee 1.00 0 0 0 NONE 0 Huitt-Zollars Inc 5430 Lyndon B Johnson Fwy Ste 1500 Dallas TX 75240 Architect 50702 0 In 2024, Phase II of the updates and improvements to the City of Artesia's cemetery that were started in 2014 were completed. Estelle H. Yates Foundation retained the services of Huitt-Zollars to design two new buildings in Woodbine Cemetery for the City: a new cemetery office and a committal shelter. MRWM Landscape Architects was contracted to provide landscape design for Phase II of the Woodbine Cemetery renovations. 61465 0 3081376 380244 0 3461620 0 0 3461620 51924 3409696 170485 170485 5702 5702 164783 0 164783 0 164783 2774119 0 2774119 164783 0 0 382654 828720 1195000 875575 2624031 5905980 2774119 0 0 0 164783 2609336 0 0 8515316 0 0 0 0 0 0 382654 8132662 828720 1195000 875575 2624031 2609336 X Artesia Arts Council PO Box 782 Artesia NM 882110782 N/A PC Operating & Theater Director's Salary 233528 Artesia Public Schools 301 Bulldog Blvd Artesia NM 88210 N/A GOV Curriculum Enhancement 584000 Assurance Home Inc 1000 E 18th Street Roswell NM 88201 N/A PC Operating 35000 City of Artesia PO Box 1310 Artesia NM 882111310 N/A GOV Woodbine Cemetery renovations 1453512 City of Artesia PO Box 1310 Artesia NM 882111310 N/A GOV Public Library event 7000 Friends of Camp Mary White Inc 4504 11th Street Lubbock TX 791464816 N/A PC Camperships & camper safety 30000 Creede Reperatory Theatre Inc 124 North Main Street Creede CO 81130 N/A PC Young Audience Outreach Tour in Artesia, NM 4500 Golden Apple Foundation of New Mexico 200 Broadway Blvd NE Albuquerque NM 87102 N/A PC Expansion of scholars program to Texas universities 85000 Little Castle Learning & Development Center PO Box 1368 Artesia NM 882111368 N/A PC Operating 93750 National Dance Insitute 1140 Alto Street Santa Fe NM 875012596 N/A PC SENM residency Program 65914 NM School for the Arts 500 Montezuma Ave Santa Fe NM 87501 N/A PC Artesia Outreach Program 50000 Pregnancy Help Center of Artesia 610 W Quay Avenue Artesia NM 88210 N/A PC Operating & Strategic Planning 69400 2711604 0 14 603 14 119116 18 302470 0 422189 0 422189 0 0 0 0 0 0 0 0 0 0 Tax compliance 2100 1050 1050 See Part XIV Line 3a PO Box 1020 Artesia NM 88211 The Foundation made distributions of cash to the grantees listed in the attachment to Part XIV, Line 3a; each such grant was made solely for the charitable purpose listed on the schedule. Although the Foundation technically experienced a "substantial contraction," it will continue in existence and has no immediate plans for dissolution. 2711604 Dodge & Cox Income 334147 300700 Doubleline Core Fixed Income 246932 202374 Johnson Institutional Core Bond 251241 201990 Osterweis Strategic Income Fund 194521 204933 Vanguard Total Bond Mkt Index 345453 302723 First Trust North American Energy 53196 101816 Ishares Russell 1000 Index Fund 69488 200384 Ishares Russell 2000 Index Fund 48944 93687 Vanguard REIT 74085 95672 DFA World Ex US Core Eqty Instl 75851 97555 Vanguard S&P 500 44275 100219 The following information is submitted in accordance with Treasury Regulation Section 1.6043-3(a)(1) and the Form 990-PF instructions: The Foundation made distributions of cash to the grantees listed in the attachment to Part XIV, Line 3a; each such grant was made solely for the charitable purpose listed on the schedule. During this tax year, the Foundation paid grants in an amount representing more than 25% of the Foundation's net assets of $4,480,620 (as measured by fair market value) at the beginning of the Foundation's taxable year ending December 31, 2024. Although the Foundation technically experienced a "substantial contraction," it will continue in existence and has no immediate plans for dissolution. Investment fees 10466 10466 0 Architect/landscape design 61465 0 61465 Foreign tax 434 434 0 Excise tax 1526 0 0