2020-12-18T17:37:13-06:00 2020-06-30 910189318 MOSS ADAMS LLP 6565 AMERICAS PARKWAY NE STE 600 ALBUQUERQUE NM 87110 990 2019-07-01 850425147 THE TAOS COMMUNITY FOUNDATION INC TAOS 5757379300 PO BOX 1925 TAOS NM 875711925 LISA O'BRIEN FOUNDATION DIRECTOR 5757379300 2020-12-15 1 PAMELA ALEXANDERSON P01218925 5058787200 2020-12-15 2019 2022-09-23 18:48:47Z LISA O'BRIEN 115 LA POSTA RD SUITE A TAOS NM 87571 4261931 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 3320212 2319840 227539 236915 564749 487075 -22969 -48297 4089531 2995533 1032078 1139883 0 0 287425 304117 0 0 12202 737106 997407 2056609 2441407 2032922 554126 12667825 13668437 3397454 3872173 9270371 9796264 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 2260944 1139883 236915 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. 2260944 1 1 0 0 0 1 0 0 0 1 1 0 0 0 1 1 0 1 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 17 0 1 6 1 0 0 0 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 1 0 NM X X X THOMAS BUCKLEY 5757379300 PO BOX 1925 TAOS NM 875711925 DR CATHERINE COLLINS BOARD MEMBER 0.50 X 0 0 0 VERNON LUJAN BOARD MEMBER 0.50 X 0 0 0 ADRIANA BLAKE BOARD MEMBER 0.50 X 0 0 0 JOHN HAMILTON BOARD MEMBER 0.50 X 0 0 0 DAVE LAMBERT BOARD MEMBER 0.50 X 0 0 0 WES PATTERSON BOARD MEMBER (THROUGH 1/31/20) 0.50 X 0 0 0 ANDREA SZEKERES BOARD MEMBER 0.50 X 0 0 0 GEORGE JARAMILLO BOARD CHAIR 0.50 X X 0 0 0 DAVID NORDEN VICE CHAIR 0.50 X X 0 0 0 BEN MADDOX TREASURER 0.50 X X 0 0 0 DENNIS MANZANARES SECRETARY 0.50 X X 0 0 0 LISA O'BRIEN EXECUTIVE DIRECTOR 50.00 X 86913 0 14470 86913 0 14470 0 0 0 0 0 48380 2271460 181201 2319840 ADMINISTRATION FEES 541990 236915 236915 236915 272176 272176 1433000 1218101 214899 214899 214899 0 48380 48297 -48297 -48297 2995533 236915 0 438778 925829 925829 214054 214054 103148 50511 47772 4865 159350 138792 16764 3794 2956 2158 709 89 18181 13272 4363 546 20482 14952 4916 614 24056 24056 22300 22300 111110 111110 64434 50203 14231 68737 63921 4816 32128 24390 7736 2 16756 12232 4021 503 9365 7765 1440 160 5298 3868 1272 158 40252 29384 9661 1207 7137 3968 3169 INTERNAL GRANT TRANSFER 341014 341014 ADMIN FEES 207804 207804 SPECIAL PROJECT FEES 26851 26851 REIMBURSEMENTS 7800 7800 12365 11066 1035 264 2441407 2260944 168261 12202 398245 255635 306968 895763 153750 122250 100 100 24875 11144 9485 628898 141968 527183 486930 11245560 11898274 12667825 13668437 8841 13821 224700 307603 3163913 3550749 3397454 3872173 X 1449589 1253256 7820782 8543008 9270371 9796264 12667825 13668437 X 554126 23479 -51712 X 0 1 X 1 0 X 1132546 2656312 1074382 3320212 2319840 10503292 1132546 2656312 1074382 3320212 2319840 10503292 2155549 8347743 251993 187981 217920 281071 272176 1211141 11714433 995391 0.71260 0.65130 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 55 98 450751 2441387 513738 997159 3048119 10298895 1 1 10367213 434101 421712 426455 739 193347 10602485 7898628 2608779 592212 524960 207445 10367213 7796226 166257 641548 524204 181199 7898628 7199836 188654 858924 280288 22274 148626 8796226 7007432 538957 80074 291695 1655 133277 7199836 0.07500 0.90300 0.02200 0 0 402855 12912 389943 153009 59286 93723 73034 69770 3264 486930 FUNDS HELD AS AGENCY ENDOWMENTS 3550749 3550749 X 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. PART X, LINE 2: THE FOUNDATION RECOGNIZES THE TAX BENEFIT FROM UNCERTAIN TAX POSITIONS ONLY IF IT IS MORE LIKELY THAN NOT THAT THE TAX POSITIONS WILL BE SUSTAINED ON EXAMINATION BY THE TAX AUTHORITIES, BASED ON THE TECHNICAL MERITS OF THE POSITION. ANY SUCH TAX BENEFIT IS MEASURED BASED ON THE LARGEST BENEFIT THAT HAS A GREATER THAN 50% LIKELIHOOD OF BEING REALIZED UPON ULTIMATE SETTLEMENT. THE FOUNDATION HAD NO UNRECOGNIZED TAX BENEFITS AT JUNE 30, 2020 OR 2019. THE FOUNDATION FILES AN EXEMPT ORGANIZATION RETURN WITH THE INTERNAL REVENUE SERVICE (IRS). THE FOUNDATION HAD NO TAXABLE UNRELATED BUSINESS INCOME FOR THE YEAR ENDED JUNE 30, 2020 OR 2019. ACCORDINGLY, A PROVISION FOR INCOME TAXES HAS NOT BEEN ESTABLISHED IN THE ACCOMPANYING CONSOLIDATED FINANCIAL STATEMENTS. RIDGE-A-THON 48380 48380 48297 48380 48380 48297 48297 -48297 1 AGRICULTURE IMPLEMENTATION RESEARCH AND EDUCATION PO BOX 3137 TAOS NM 87571 274417875 501(C)(3) 10000 SCHOOL GARDENS FOR SCHOOL FOOD/ALL TOGETHER NM ALWAYS LOVING MANKIND FOOD PANTRY PO BOX 1190 ANGEL FIRE NM 87710 770705510 501(C)(3) 9000 FOOD PANTRY SUPPORT B'NAI SHALOM HAVURAH 810 DILLON LANE TAOS NM 87571 850378205 501(C)(3) 9500 SUPPORT FOR ARTSTREAMS AND TAOS IMMIGRANT ALLIES BRIDGES PROJECT FOR EDUCATION PO BOX 308 TAOS NM 87571 850448942 501(C)(3) 9483 CORE OPERATING SUPPORT COMMUNITY AGAINST VIOLENCE 945 SALAZAR ROAD TAOS NM 87571 850285504 501(C)(3) 16800 CORE OPERATING SUPPORT DOWNTOWN TAOS DBA TAOS MAINSTREET PO BOX 3636 TAOS NM 87571 834244084 501(C)(3) 16000 BUSINESS EDUCATION PROJECT SUPPORT DREAMTREE PROJECT PO BOX 1677 TAOS NM 87571 850462470 501(C)(3) 45750 CORE OPERATING SUPPORT EL PUEBLITO UNITED METHODIST CHURCH PO BOX 1302 EL PRADO NM 87529 362167731 501(C)(3) 25850 SUPPORT FOR SHARED TABLE FOOD PANTRY EQUINE SPIRIT SANCTUARY 13 LOS CABALLOS RD RANCHOS DE TAOS NM 87557 203373965 501(C)(3) 5250 CORE OPERATING SUPPORT FIELD INSTITUTE OF TAOS PO BOX 486 ARROYO SECO NM 87514 850442587 501(C)(3) 54000 CORE OPERATING SUPPORT, EVENT SUPPORT, AGENCY FUND DISBURSEMENT FOOD DEPOT 1222A SILER ROAD SANTA FE NM 87507 850416803 501(C)(3) 27500 CORE OPERATING SUPPORT GOLDEN WILLOW RETREAT INC PO BOX 569 ARROYO HONDO NM 87513 850483737 501(C)(3) 10650 CORE OPERATING SUPPORT, AGENCY FUND DISBURSEMENT HEART OF TAOS PO BOX 613 TAOS NM 87571 811295908 501(C)(3) 79300 CORE OPERATING SUPPORT HOLY CROSS HOSPITALTAOS HEALTH SYSTEMS INC 1397 WEIMER RD TAOS NM 87571 850289839 501(C)(3) 16000 CORE OPERATING SUPPORT FOR CANCER SUPPORT SERVICES HUMANE SOCIETY OF TAOSDBA STRAY HEARTS ANIMAL SHELTER PO BOX 622 TAOS NM 87571 850342062 501(C)(3) 7550 CORE OPERATING SUPPORT INSIDE OUT RECOVERY PO BOX 1013 EL PRADO NM 87529 274520526 501(C)(3) 9000 CORE OPERATING SUPPORT FOR PROGRAMS LAS CUMBRES COMMUNITY SERVICES 404 HUNTER STREET ESPANOLA NM 87532 237144268 501(C)(3) 13500 CORE OPERATING SUPPORT FOR FAMILY SUPPORT SERVICES MAS COMUNIDAD PO BOX 237 PENASCO NM 87553 850300501 501(C)(3) 12000 CORE OPERATING SUPPORT, PROGRAMS MOUNTAIN HOME HEALTH CARE INC PO BOX 2566 TAOS NM 87571 850236882 501(C)(3) 14500 CORE OPERATING SUPPORT MUSIC FROM ANGEL FIRE PO BOX 502 ANGEL FIRE NM 87710 850319198 501(C)(3) 6414 AGENCY FUND DISBURSEMENT NORTH CENTRAL FOOD PANTRY PO BOX 1076 QUESTA NM 87556 473356340 501(C)(3) 9500 CORE PROGRAM SUPPORT NORTHEASTERN NEW MEXICO EDUCATIONAL FOUNDATION DBA CENTER FOR COMMUNITY IN PO BOX 1712 RATON NM 87740 742846281 501(C)(3) 10000 SENIOR FOOD INITIATIVE RIVERS AND BIRDS PO BOX 819 ARROYO SECO NM 87580 850457644 501(C)(3) 9239 CORE OPERATING SUPPORT ROCKY MOUNTAIN YOUTH CORPS PO BOX 1960 RANCHOS DE TAOS NM 87557 850404817 501(C)(3) 9450 CORE OPERATING SUPPORT AND EVENT SUPPORT ROOTS AND WINGS COMMUNITY SCHOOL HC 81 BOX 22 QUESTA NM 87556 850473217 501(C)(3) 25000 EDUCATIONAL AND EXPEDITIONARY LEARNING SUPPORT SIERRA VISTA CEMETERY ASSOCIATION 509 PASEO DEL PUEBLO TAOS NM 87571 850357946 501(C)(13) 10000 CORE OPERATING SUPPORT FOR CEMETERY SOMOS PO BOX 3225 TAOS NM 87571 850309964 501(C)(3) 7800 CORE OPERATING SUPPORT, EVENT SUPPORT ST JAMES EPISCOPAL CHURCH 5794 NDCBU TAOS NM 87571 856009548 501(C)(3) 25400 SUPPORT FOR COMMUNITY WORK, FOOD PANTRY TAOS BEHAVIORAL HEALTHNONVIOLENCE WORKS PO BOX 2238 TAOS NM 87571 261486393 501(C)(3) 9250 CORE OPERATING SUPPORT, TELEMED PROGRAM SUPPORT TAOS CENTER FOR THE ARTS 133 PASEO DEL PUEBLO TAOS NM 87571 850113452 501(C)(3) 8000 CORE OPERATING SUPPORT, VIRTUAL PROGRAMMING SUPPORT TAOS COALITION TO END HOMELESSNESS PO BOX 1516 TAOS NM 87571 204495416 501(C)(3) 15750 CORE OPERATING SUPPORT TAOS COUNTY CHAMBER OF COMMERCE PO BOX 3649 TAOS NM 87571 850131454 501(C)(6) 8000 COMMUNITY PROGRAMS SUPPORT TAOS FEEDS TAOS INC PO BOX 234 TAOS NM 87571 850406111 501(C)(3) 6100 CORE OPERATING SUPPORT TAOS LAND TRUST PO BOX 376 TAOS NM 87571 850373099 501(C)(3) 17750 CORE OPERATING SUPPORT, AGENCY DISBURSEMENT, EVENT SUPPORT TAOS MUNICIPAL SCHOOLS 310 CAMINO DE LA PLACITA TAOS NM 87571 856000179 115 6400 TRACK, ATHLETICS, GREENHOUSE, CULINARY, SPEECH, CHEERLEADERS TAOS SCHOOL OF MUSIC PO BOX 2630 TAOS NM 87571 856012256 501(C)(3) 5233 CORE OPERATING SUPPORT, AGENCY FUND DISBURSEMENT, EVENT SUPPORT TAOS WHOLE COMMUNITY HEALTH INCCROSSROADS COMMUNITY HEALTH CLINIC 1331 MAESTAS ROAD TAOS NM 87571 812887633 501(C)(3) 16000 CORE OPERATING SUPPORT, VIRTUAL MED SERVICES SUPPORT THE PASEO PROJECT PO BOX 1075 TAOS NM 87571 811852200 501(C)(3) 14750 CORE OPERATING SUPPORT, EVENT SUPPORT TWIRL PO BOX 2293 EL PRADO NM 87529 472505890 501(C)(3) 8000 SUPPORT FOR RESOURCE KITS, PROGRAMS UNM TAOS 1157 COUNTY ROAD 110 RANCHOS DE TAOS NM 87557 856000642 115 9650 SUPPORT FOR SCHOLARSHIPS, FILM, DISBURSEMENT , GRANTWRITING CLASS UNM TAOS -TECC 1157 COUNTY ROAD 110 RANCHOS DE TAOS NM 87557 856000642 115 29706 EDUCATION TECH, COALITION FOR LITERACY SUPPORT, PROGRAMS YOUTH HEARTLINE PO BOX 1664 TAOS NM 87571 850397100 501(C)(3) 32750 CORE OPERATING SUPPORT 40 2 TEACHER GRANTS - TAOS SCHOOL DISTRICT 41 15354 STUDENT SCHOLARSHIPS FOR POST SECONDARY EDUCATION 25 198700 PART I, LINE 2: GRANTS OF $1,500 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 2725 FMV X 8 178476 AVG HIGH/LOW MKT 0 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 15 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 XI, LINE 9: BOOK TAX DIFFERENCE AGENCY FUND ADJUSTMENT -386,836. INTERNAL GRANT TRANSFER DIFFERENCE ADJUSTMENT 335,124. 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