2023-10-31T12:57:19-05:00 2022-06-30 410746749 CLIFTONLARSONALLEN LLP 6501 AMERICAS PARKWAY NE SUITE 500 ALBUQUERQUE NM 87110 990 2021-07-01 850425147 THE TAOS COMMUNITY FOUNDATION INC TAOS 5757379300 PO BOX 1925 TAOS NM 875711925 CATHERINE HORSEY INTERIM CEO 5757379300 2023-10-31 1 CATHERINE HORSEY 999009999 JESSICA LOCKER CPA P01367046 5058428290 2023-10-31 3 AAL1 IAL1 2021 2023-04-26 12:10:37Z CATHERINE HORSEY PO BOX 1925 TAOS NM 875711925 8427540 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. 11 11 7 100 0 0 8985776 4268068 328105 442340 663422 1793238 -10655 -18575 9966648 6485071 1726993 1706514 0 0 310734 415319 0 0 24450 920212 1313322 2957939 3435155 7008709 3049916 23186903 21028128 4996224 4072363 18190679 16955765 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 3181561 1706514 442340 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. 3181561 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 27 0 1 7 1 0 0 0 0 0 0 0 0 0 0 0 0 X 11 11 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 0 0 NM X X CATHERINE HORSEY 5757379300 PO BOX 1925 TAOS NM 875711925 DR CATHERINE COLLINS SECRETARY 0.50 X 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 GEORGE JARAMILLO MEMBER 0.50 X 0 0 0 DAVID NORDEN CHAIR 0.50 X X 0 0 0 DENNIS MANZANARES MEMBER 0.50 X 0 0 0 JOHN HAMILTON MEMBER 0.50 X 0 0 0 BEN MADDOX MEMBER 0.50 X 0 0 0 ADRIANA BLAKE RESIGNED 92021 MEMBER 0.50 X 0 0 0 LISA O'BRIEN RESIGNED 022023 FOUNDATION DIRECTOR 40.00 X 94658 0 0 94658 0 0 0 0 0 0 0 63244 4204824 933376 4268068 ADMINISTRATION FEES 541990 433320 433320 SPECIAL PROJECT FEES 561000 9020 9020 442340 796346 796346 2920786 1923894 996892 996892 996892 0 63244 18575 -18575 -18575 6485071 442340 0 1774663 X 1630036 1630036 76478 76478 94658 47329 42596 4733 246034 226298 16238 3498 8552 6242 2053 257 41921 30602 10061 1258 24154 17632 5797 725 26611 26611 33680 33680 585821 584592 1145 84 98126 76538 21588 106830 65945 38912 1973 5191 3789 1246 156 22558 16467 5414 677 10403 8635 1560 208 76620 55932 18389 2299 8759 4905 3854 COMMUNITY IMPACT FEES 338723 330141 8582 3435155 3181561 229144 24450 268063 684260 600803 2405 136247 45997 9217 9630 440746 64330 452875 376416 21719698 19909420 23186903 21028128 13788 31617 416354 159999 4566082 3880747 4996224 4072363 X 1184717 1127099 17005962 15828666 18190679 16955765 23186903 21028128 3049916 -4284830 0 X 0 0 0 X 1074382 3320212 2319840 8985776 4268068 19968278 1074382 3320212 2319840 8985776 4268068 19968278 5766119 14202159 217920 281071 272176 312639 796346 1880152 21848430 0.65000 0.60750 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 62 123 906524 1456205 1026231 629258 4946152 11011509 1 1 18425651 1077999 -2541448 771464 927 361147 15828664 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 0.07500 0.90300 0.02200 0 0 376521 53455 323066 53350 53350 10875 10875 0 376416 FUNDS HELD AS AGENCY ENDOWMENTS 3880747 3880747 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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SUPPORT STUDENT SCHOLARSHIPS FOR POST SECONDARY EDUCATION 34 76478 PART I, LINE 2: GRANTS OF $5,000 OR MORE TO ORGANIZATIONS ARE REQUIRED TO SUBMIT A FINAL GRANT REPORT, WHICH IS A STANDARD REPORT TEMPLATE. 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 11 926398 AVG HIGH/LOW MKT X GIFT CERTIFICATES 0 6978 FAIR MARKET VALUE 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 2020 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 584,592. MANAGEMENT AND GENERAL EXPENSES 1,145. FUNDRAISING EXPENSES 84. TOTAL EXPENSES 585,821. 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