2026-08-28T15:51:04-05:00 2025-12-31 332384639 CAPSTONE ACCOUNTING & TAX 7020 PROSPECT PLACE NE ALBUQUERQUE NM 87110 990PF 2025-01-01 208875029 THE FOUNDATION OF CARLO INC FOUN 5052682500 PO BOX 25966 ALBUQUERQUE NM 87125 VICTOR J BACHECHI PRESIDENT 5052682500 2026-08-26 1 JACQUELINE MARTINEZ P00494244 5058813953 2026-08-26 2025 X 2395237 X 0 X 36915 36915 101691 101691 101691 138606 138606 0 0 0 2806 0 0 -50 0 -50 2756 0 -50 114998 114998 117754 0 114948 20852 138606 1166977 1078561 1078561 876670 985938 1316676 2043647 2064499 2395237 0 0 X 0 0 0 0 2043647 2064499 2043647 2064499 2043647 2064499 2043647 20852 0 2064499 0 2064499 CAPITAL GAINS DIVIDENDS P 101691 101691 101691 101691 1927 0 1927 0 1927 2400 0 0 0 2400 0 473 473 0 0 0 0 0 0 0 0 0 0 0 1 1 NM 1 0 0 0 1 1 N/A JACQUELINE MARTINEZ 5058813953 7020 PROSPECT PLACE NE ALBUQUERQUE NM 87110 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 VICTOR J BACHECHI PO BOX 25966 ALBUQUERQUE NM 87125 PRESIDENT 1.00 0 0 0 ROBERTO FIORVENTO 2975 MATHERS AVENUE WEST VANCOUVER WEST VANCOUVER CA V7V237 VICE PRESIDENT 1.00 0 0 0 KARL W GUSTAFSON 7020 PROSPECT PLACE NE ALBUQUERQUE NM 87110 SECRETARY/TREASURER 1.00 0 0 0 MOLLY O BACHECHO PO BOX 25966 ALBUQUERQUE NM 87125 DIRECTOR 1.00 0 0 0 MELISSA FIORVENTO 2975 MATHERS AVENUE WEST VANCOUVER WEST VANCOUVER CA V7V237 DIRECTOR 1.00 0 0 0 CHARLES BACHECHI PO BOX 25966 ALBUQUERQUE NM 87125 DIRECTOR 1.00 0 0 0 NONE 0 NONE 0 0 1230917 1168633 0 2399550 0 0 2399550 35993 2363557 118178 118178 1927 1927 116251 0 116251 0 116251 114948 0 114948 116251 0 0 3814 3814 114948 0 0 0 114948 0 1303 1303 2511 0 0 0 0 0 0 0 2511 2511 VICTOR J BACHECHI THE FOUNDATION OF CARLO INC PO BOX 25966 ALBUQUERQUE NM 87125 5052682500 SEE GUIDELINES FOR PROPOSALS IN ATTACHED GRANT POLICIES SAME AS PRIOR YEARS. COVER LETTER WITH MAX TWO PAGE DESCRIPTION OF PROJECT GOALS AND OBJECTIVES, WHO IS IN CHARGE OF THE PROJECT WITH STATEMENT OF CAPABILITIES, PLANS FOR EVALUATING SUCCESS AND AMOUNT REQUESTED. MUST ATTACH PROOF OF IRS CHARITABLE 501(C)(3)STATUS, DETAIL PROJECT BUDGET, LIST OF CURRENT MEMBERS OF ORGANIZATION'S BOARD OF DIRECTORS OR GOVERNING BODY AND IF APPLICABLE COPY OF ORGANIZATIONS CURRENT ANNUAL OPERATING BUDGET. EDUCATIONAL INSTITUTIONS MUST INCLUDE OPERATING BUDGET FOR THE INDIVIDUAL UNIVERSITY DEPARTMENT AND COVER LETTER SHOULD BE SIGNED BY DEPARTMENT HEAD. ACCEPTED FROM JANUARY 1 - APRIL 1 OF EACH YEAR AWARDS WILL BE MADE FOR CHARITABLE, EDUCATIONAL COMMUNITY AND RELIGIOUS PURPOSES TO SUPPORT COMMUNITIES IN WHICH CARLO, INC. AND ITS SUBSIDIARIES CONDUCT BUSINESS, PRIMARILY TO CHARITABLE ORGANIZATIONS SUPPORTING THE ROMAN CATHOLIC CHURCH. APPLICANT'S PURPOSE AND CONTINUING WORK MUST NOT BE IN CONFLICT WITH THE DOCTRINE, POLICIES OR PRACTICES OF THE ROMAN CATHOLIC CHURCH. CARDINAL'S CIRCLE-INNER CITY CATHOLIC SCHOOLS 2900 LOUISIANA ST HOUSTON TX 77006 PC HELPING PEOPLE IN SOUTHEAST TEXAS BY PROVIDING CARING, COMPASSIONATE SERVICES AND ADVOCATING FOR SOCIAL JUSTICE. 15000 HEADING HOME-CITY OF ALBUQUERQUE 715 CANDELARIA NE ALBUQUERQUE NM 87107 PC TO PROVIDE EMERGENCY HOUSING, TRANSITIONAL SERVICES, AND PERMANENT HOUSING TO MAKE HOMELESSNESS RARE, SHORT LIVED, AND NONRECURRING. 11000 HOUSTON AREA WOMEN'S CENTER INC 1010 WAUGH DR HOUSTON TX 770193902 PC PROVIDE SUPPORT FOR WOMEN IN NEED. 10000 HOUSTON FOOD BANK 535 PORTWALL STREET HOUSTON TX 77029 PC TO DISTRIBUTE FOOD AND ADDRESS THE ROOT CAUSES OF HUNGER. 10000 ROADRUNNER FOOD BANK 5840 OFFICE BLVD NE ALBUQUERQUE NM 87109 PC PROVIDE FOOD AND SUPPLIES FOR THOSE IN NEED IN ALBUQUERQUE, NM. 11000 SISTERS OF CHARITY OUTREACH 438 VICTORIA STREET DARLINGHURST NSW AS 2010 NC TO PROVIDE HOPE, DIGNITY, AND MEANINGFUL ASSISTANCE TO THOSE WHO RECEIVE LITTLE TO NO HELP FROM OTHER SOURCES. 15998 THE VANCOUVER FOUNDATION SUITE 200-475 WEST GEORGIA STREET VANCOUVER BC BC CA V6B 4M9 NC TO SUPPORT INITIATIVES THAT WILL BUILD A LASTING LEGACY OF HEALTHY, VIBRANT, AND LIVABLE COMMUNITIES THROUGHOUT BRITISH COLUMBIA. 42000 114998 0 14 36915 14 101691 0 138606 0 138606 0 0 0 0 0 0 0 0 0 0 EQUITY FUNDS AT COST 985938 1316676 BANK FEES -50 0 -50 FEDERAL TAXES 2806 0 0