2023-05-22T14:57:26-05:00 2021-06-30 410746749 CLIFTONLARSONALLEN LLP 6501 AMERICAS PARKWAY NE SUITE 500 ALBUQUERQUE NM 87110 990 2020-07-01 850425147 THE TAOS COMMUNITY FOUNDATION INC TAOS 5757379300 PO BOX 1925 TAOS NM 875711925 CATHERINE HORSEY INTERIM CEO 5757379300 2023-05-20 1 CATHERINE HORSEY 999009999 JESSICA LOCKER CPA P01367046 5058428290 2023-05-20 0 AAL1 IAL1 2020 2023-04-26 12:10:37Z CATHERINE HORSEY 115 LA POSTA RD SUITE A TAOS NM 87571 10187023 0 X WWW.TAOSCF.ORG X 1994 NM THE FOUNDATION'S MISSION IS TO IMPROVE THE QUALITY OF LIFE FOR THE PEOPLE IN THE COMMUNITIES WE SERVE. 10 10 6 103 0 0 2319840 8985776 236915 328105 487075 663422 -48297 -10655 2995533 9966648 1139883 1726993 0 0 304117 310734 0 0 12375 997407 920212 2441407 2957939 554126 7008709 13668437 23186903 3872173 4996224 9796264 18190679 X THE FOUNDATION'S MISSION IS TO IMPROVE THE QUALITY OF LIFE FOR PEOPLE IN TAOS AND WESTERN COLFAX COUNTIES BY BUILDING AND MANAGING ENDOWMENT FUNDS, BY AWARDING GRANTS TO LOCAL NONPROFIT ORGANIZATIONS, BY CONVENING AREA RESIDENTS TO DISCUSS ISSUES OF CRITICAL IMPORTANCE TO THE COMMUNITY, AND BY PROVIDING LEADERSHIP FOR KEY COMMUNITY INITIATIVES. 30,000 PEOPLE SERVED. 0 0 2764112 1726993 330625 GRANTS ARE MADE FROM DONOR ADVISED, DESIGNATED, ENDOWMENT, SCHOLARSHIP, DISCRETIONARY, AND EMERGENCY FUNDS, TO LOCAL NONPROFIT ORGANIZATIONS IN THE ARTS, CIVIC AFFAIRS, EDUCATION, ENVIRONMENT, AND HEALTH AND HUMAN SERVICES. PROGRAM SERVICES INCLUDE GRANTS MANAGEMENT, TECHNICAL ASSISTANCE TRAINING FOR LOCAL NONPROFIT ORGANIZATIONS, AND CONVENING AND LEADING COMMUNITY COLLABORATION EFFORTS. 2764112 1 1 0 0 0 1 0 0 0 1 1 0 0 0 1 0 0 0 0 0 0 0 0 0 1 0 0 1 1 0 0 0 0 0 0 0 0 0 1 0 0 0 0 1 1 0 0 0 1 22 0 1 6 1 0 0 0 0 0 0 0 0 0 0 0 0 X 10 10 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 0 0 NM X X X LISA O'BRIEN 5757379300 115 LA POSTA RD SUITE A TAOS NM 87571 LISA O'BRIEN FOUNDATION DIRECTOR 50.00 X 92825 0 9720 GEORGE JARAMILLO VICE CHAIR 0.50 X X 0 0 0 DAVID NORDEN TREASURER 0.50 X X 0 0 0 DENNIS MANZANARES SECRETARY 0.50 X X 0 0 0 DR CATHERINE COLLINS MEMBER 0.50 X 0 0 0 VERNON LUJAN MEMBER 0.50 X 0 0 0 DAVE LAMBERT MEMBER 0.50 X 0 0 0 ALIX HENRY MEMBER 0.50 X 0 0 0 DR CHARLIE ANDERSON MEMBER 0.50 X 0 0 0 CATHERINE HORSEY MEMBER 0.50 X 0 0 0 DR ALFREDO VIGIL MEMBER 0.50 X 0 0 0 LOUIS MOYA MEMBER 0.50 X 0 0 0 92825 0 9720 0 0 0 0 0 27727 64554 8893495 1409957 8985776 ADMINISTRATION FEES 541990 299192 299192 SPECIAL PROJECT FEES 561000 28913 28913 328105 312639 312639 542983 15000 207200 0 335783 15000 350783 350783 0 27727 13175 -13175 -13175 OTHER REVENUE 900099 2520 2520 2520 9966648 330625 0 650247 X 1631793 1631793 95200 95200 107295 53647 48283 5365 151548 149109 1175 1264 5648 4123 1356 169 23954 17486 5749 719 22289 16271 5349 669 24600 24600 21744 21744 380675 380222 403 50 82287 63713 18574 68965 36290 31057 1618 23167 16883 5586 698 25088 18314 6021 753 2407 1998 361 48 34056 24861 8173 1022 6867 3846 3021 COMMUNITY IMPACT FEES 250356 250356 2957939 2764112 181452 12375 255635 268063 895763 600803 122250 136247 100 9485 9217 579363 126488 486930 452875 11898274 21719698 13668437 23186903 13821 13788 307603 416354 3550749 4566082 3872173 4996224 X 1253256 1184717 8543008 17005962 9796264 18190679 13668437 23186903 7008709 1469981 -84275 0 X 0 0 0 X 2656312 1074382 3320212 2319840 8985776 18356522 2656312 1074382 3320212 2319840 8985776 18356522 6431594 11924928 187981 217920 281071 272176 312639 1271787 19628309 0.60750 0.71260 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 58 106 1073882 6254356 483609 1223376 4889782 17137537 1 0 10602485 5674265 2809124 147905 251051 261267 18425651 10367213 434101 421712 426455 739 193347 10602485 7898628 2608779 592212 524960 207445 10367214 7796226 166257 641548 524204 181199 7898628 7199836 188654 858924 280288 22274 148626 7796226 0.07500 0.90300 0.02200 0 0 389079 22889 366190 121393 34708 86685 68891 68891 0 452875 FUNDS HELD AS AGENCY ENDOWMENTS 4566082 4566082 PART V, LINE 4: THE INTENT OF THE ENDOWED FUNDS IS TO CREATE AND BUILD A PERMANENT FINANCIAL RESERVE, THE EARNINGS FROM WHICH CAN BE USED FOR CHARITABLE PURPOSES. 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THE GRANTS OFFICER MAY REQUEST A SITE VISIT AT OTHER TIMES, DEPENDING ON THE PARTICULARS OF THE AGENCIES (I.E. CHANGES IN LEADERSHIP, CONCERNS OF THE AGENCY'S FISCAL HEALTH, GRANTS TO A NEW AGENCY, OR IF CONCERNS ARISE IN THE COMMUNITY THAT GRANT-FUNDED SERVICES ARE NOT BEING ADMINISTERED). IN ALL AWARDS TO GRANTEES, A FINAL GRANT REPORT DATE IS ESTABLISHED AS THE AGENCY IS NOTIFIED THAT A SITE VISIT MAY BE REQUESTED. THIS IS ALSO OUTLINED IN GRANT AGREEMENTS THAT GRANTEES ARE REQUIRED TO SUBMIT. X 1 19600 FMV X 1000 FMV X 27 1389357 AVG HIGH/LOW MKT 0 1 1 PART I, LINE 32B: TAOS COMMUNITY FOUNDATION CONSIGNS DONATED ARTWORK TO GALLERIES AND PAYS A COMMISSION ON SALES. FORM 990, PART VI, SECTION B, LINE 11B THE FORM 990 IS MADE AVAILABLE TO THE ORGANIZATION'S GOVERNING BODY FOR REVIEW. IN ADDITION, THE TREASURER AND THE FINANCE COMMITTEE REVIEW THE FORM 990 BEFORE FILING. FORM 990, PART VI, SECTION B, LINE 12C OFFICERS, DIRECTORS, AND KEY EMPLOYEES ARE REQUIRED TO DISCLOSE ANY CONFLICTS ANNUALLY AND THE DISCLOSURES ARE CONFIRMED ANNUALLY. ANY BOARD MEMBER WITH A CONFLICT IS NOT ALLOWED TO VOTE ON THE TRANSACTION. FORM 990, PART VI, SECTION B, LINE 15A IN DETERMINING COMPENSATION FOR OFFICERS AND KEY EMPLOYEES, AN INDEPENDENT REVIEW WITH COMPARABILITY DATA IS PERFORMED AND THE PROCESS IS DOCUMENTED. THE PROCESS IS COMPLETED WHEN THERE IS A NEW INDIVIDUAL HIRED; A CHANGE IN STATUS FOR AN INDIVIDUAL; OR A NEW POSITION IS CREATED. THE PROCESS HAS NOT CHANGED SINCE THE PRIOR YEAR AND WAS LAST COMPLETED IN 2019. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC ON REQUEST. THE FOUNDATION'S FORM 990 AND FINANCIAL STATEMENTS ARE ALSO AVAILABLE ON THE ORGANIZATION'S WEBSITE AND THE NM ATTORNEY GENERAL WEBSITE. FORM 990, PART IX, LINE 11G PROFESSIONAL SERVICES: PROGRAM SERVICE EXPENSES 380,222. MANAGEMENT AND GENERAL EXPENSES 403. FUNDRAISING EXPENSES 50. TOTAL EXPENSES 380,675. TAOS FOUNDATION FOR PROPERTY GIFTS INC PO BOX 1925 TAOS NM 87571 270998249 TO ACCEPT AND LIQUIDATE REAL ESTATE GIFTS FOR THE BENEFIT OF THE FOUNDATION NM 501(C)(3) LINE 12A, I TAOS COMMUNITY FOUNDATION 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 1 0 0 0 0