THE TAOS COMMUNITY FOUNDATION INC: Form 990, tax year 2018
View the entire original 990 at ProPublica ↗
- Organization
- THE TAOS COMMUNITY FOUNDATION INC (EIN 85-0425147)
- Tax period
- 2018-07-01 to 2019-06-30
- Filed
- 2020-04-28
- IRS object ID
- 202011199349300336
- Schema version
- 2018v3.1
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990
- Schedule A
- Schedule B
- Schedule D
- Schedule G
- Schedule I
- Schedule M
- Schedule O
- Schedule R
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2020-04-28T11:41:53-05:00 | ReturnTs |
| Tax Period End | 2019-06-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 910189318 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MOSS ADAMS LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 6565 AMERICAS PARKWAY NE STE 600 | AddressLine1Txt |
| City | ALBUQUERQUE | CityNm |
| State Abbreviation | NM | StateAbbreviationCd |
| ZIP | 87110 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2018-07-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 850425147 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE TAOS COMMUNITY FOUNDATION INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | TAOS | BusinessNameControlTxt |
| Phone | 5757379300 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 1925 | AddressLine1Txt |
| City | TAOS | CityNm |
| State Abbreviation | NM | StateAbbreviationCd |
| ZIP | 875711925 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | LISA O'BRIEN | PersonNm |
| Person Title | FOUNDATION DIRECTOR | PersonTitleTxt |
| Phone | 5757379300 | PhoneNum |
| Signature | 2020-04-13 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | PAMELA ALEXANDERSON | PreparerPersonNm |
| PTIN | P01218925 | PTIN |
| Phone | 5058787200 | PhoneNum |
| Preparation | 2020-04-13 | PreparationDt |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 104.255.16.238 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2020-04-13 | IPDt |
| IP Tm | 14:32:54 | IPTm |
| IP Timezone | MD | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | DA39A3EE5E6B4B0D3255BFEF95601890AFD80709 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | 794856F77D80C61DE78743BDB3D2DAA753D74C24 | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2018 | TaxYr |
| Build TS | 2020-11-19 02:30:22Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | LISA O'BRIEN | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 115 LA POSTA RD SUITE A | AddressLine1Txt |
| City | TAOS | CityNm |
| State Abbreviation | NM | StateAbbreviationCd |
| ZIP | 87571 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $6,257,934 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.TAOSCF.ORG | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1994 | FormationYr |
| Legal Domicile State | NM | LegalDomicileStateCd |
| Activity Or Mission | THE FOUNDATION'S MISSION IS TO IMPROVE THE QUALITY OF LIFE FOR THE PEOPLE IN THE COMMUNITIES WE SERVE. | ActivityOrMissionDesc |
| Voting Members Governing Body | 11 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 11 | VotingMembersIndependentCnt |
| Total Employee | 6 | TotalEmployeeCnt |
| Total Volunteers | 117 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $1,074,382 | PYContributionsGrantsAmt |
| CY Contributions Grants | $3,320,212 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $199,146 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $227,539 | CYProgramServiceRevenueAmt |
| PY Investment Income | $438,173 | PYInvestmentIncomeAmt |
| CY Investment Income | $564,749 | CYInvestmentIncomeAmt |
| PY Other Revenue | -$41,049 | PYOtherRevenueAmt |
| CY Other Revenue | -$22,969 | CYOtherRevenueAmt |
| PY Total Revenue | $1,670,652 | PYTotalRevenueAmt |
| CY Total Revenue | $4,089,531 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $890,921 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $1,032,078 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $266,791 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $287,425 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $11,857 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $454,114 | PYOtherExpensesAmt |
| CY Other Expenses | $737,106 | CYOtherExpensesAmt |
| PY Total Expenses | $1,611,826 | PYTotalExpensesAmt |
| CY Total Expenses | $2,056,609 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $58,826 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $2,032,922 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $10,276,923 | TotalAssetsBOYAmt |
| Total Assets EOY | $12,667,825 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $3,004,323 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $3,397,454 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $7,272,600 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $9,270,371 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | 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. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $1,883,688 | ExpenseAmt |
| Grant | $1,032,078 | GrantAmt |
| Revenue | $227,539 | RevenueAmt |
| Desc | 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. | Desc |
| Total Program Service Expenses | $1,883,688 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (1) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (1) | ScheduleBRequiredInd |
| Political Campaign Acty | 0 | PoliticalCampaignActyInd |
| Lobbying Activities | 0 | LobbyingActivitiesInd |
| Subject To Proxy Tax | 0 | SubjectToProxyTaxInd |
| Donor Advised Fund | Yes (1) | DonorAdvisedFundInd |
| Conservation Easements | 0 | ConservationEasementsInd |
| Collections Of Art | 0 | CollectionsOfArtInd |
| Credit Counseling | 0 | CreditCounselingInd |
| Temp Or Permanent Endowments | Yes (1) | TempOrPermanentEndowmentsInd |
| Report Land Building Equipment | Yes (1) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | 0 | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | 0 | ReportProgramRelatedInvstInd |
| Report Other Assets | 0 | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (1) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | Yes (1) | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | 0 | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | Yes (1) | ConsolidatedAuditFinclStmtInd |
| School Operating | 0 | SchoolOperatingInd |
| Foreign Office | 0 | ForeignOfficeInd |
| Foreign Activities | 0 | ForeignActivitiesInd |
| More Than5000 K To Org | 0 | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividualsInd |
| Professional Fundraising | 0 | ProfessionalFundraisingInd |
| Fundraising Activities | Yes (1) | FundraisingActivitiesInd |
| Gaming Activities | 0 | GamingActivitiesInd |
| Operate Hospital | 0 | OperateHospitalInd |
| Grants To Organizations | Yes (1) | GrantsToOrganizationsInd |
| Grants To Individuals | Yes (1) | GrantsToIndividualsInd |
| Schedule J Required | 0 | ScheduleJRequiredInd |
| Tax Exempt Bonds | 0 | TaxExemptBondsInd |
| Engaged In Excess Benefit Trans | 0 | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | 0 | PYExcessBenefitTransInd |
| Loan Outstanding | 0 | LoanOutstandingInd |
| Grant To Related Person | 0 | GrantToRelatedPersonInd |
| Business Rln With Org Mem | 0 | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | 0 | BusinessRlnWithFamMemInd |
| Business Rln With Officer Ent | 0 | BusinessRlnWithOfficerEntInd |
| Deductible Non Cash Contri | Yes (1) | DeductibleNonCashContriInd |
| Deductible Art Contribution | 0 | DeductibleArtContributionInd |
| Terminate Operations | 0 | TerminateOperationsInd |
| Partial Liquidation | 0 | PartialLiquidationInd |
| Disregarded Entity | 0 | DisregardedEntityInd |
| Related Entity | Yes (1) | RelatedEntityInd |
| Related Organization Ctrl Ent | Yes (1) | RelatedOrganizationCtrlEntInd |
| Transaction With Control Ent | Yes (1) | TransactionWithControlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | 0 | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | 0 | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (1) | ScheduleORequiredInd |
| IRP Document | 13 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (1) | BackupWthldComplianceInd |
| Employee | 6 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (1) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Foreign Financial Account | 0 | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | 0 | TaxablePartyNotificationInd |
| Nondeductible Contributions | 0 | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | 0 | QuidProQuoContributionsInd |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOfInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| DAF Excess Business Holdings | 0 | DAFExcessBusinessHoldingsInd |
| Taxable Distributions | 0 | TaxableDistributionsInd |
| Distribution To Donor | 0 | DistributionToDonorInd |
| Indoor Tanning Services | 0 | IndoorTanningServicesInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
| Subject To Excs Tax Net Invst Inc | 0 | SubjectToExcsTaxNetInvstIncInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 11 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 11 | IndependentVotingMemberCnt |
| Family Or Business Rln | 0 | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | 0 | DelegationOfMgmtDutiesInd |
| Change To Org Documents | 0 | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | 0 | MembersOrStockholdersInd |
| Election Of Board Members | 0 | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | 0 | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (1) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (1) | MinutesOfCommitteesInd |
| Officer Mailing Address | 0 | OfficerMailingAddressInd |
| Local Chapters | 0 | LocalChaptersInd |
| Form990 Provided To Gvrn Body | Yes (1) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (1) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (1) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (1) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (1) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (1) | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (1) | CompensationProcessCEOInd |
| Compensation Process Other | Yes (1) | CompensationProcessOtherInd |
| Investment In Joint Venture | 0 | InvestmentInJointVentureInd |
| States Where Copy Of Return Is Fld | NM | StatesWhereCopyOfReturnIsFldCd |
| Own Website | Yes (X) | OwnWebsiteInd |
| Other Website | Yes (X) | OtherWebsiteInd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THOMAS BUCKLEY | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 5757379300 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 1925 | AddressLine1Txt |
| City | TAOS | CityNm |
| State Abbreviation | NM | StateAbbreviationCd |
| ZIP | 875711925 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (13 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | OfficerOfficerInd |
|---|---|---|---|---|---|---|
| LAURIE DUNN | ||||||
| BOARD MEMBER | 0.50 | Yes (X) | $0 | $0 | $0 | |
| VERNON LUJAN | ||||||
| BOARD MEMBER | 0.50 | Yes (X) | $0 | $0 | $0 | |
| DENNIS MANZANARES | ||||||
| BOARD MEMBER | 0.50 | Yes (X) | $0 | $0 | $0 | |
| ANDREA SZEKERES | ||||||
| BOARD MEMBER | 0.50 | Yes (X) | $0 | $0 | $0 | |
| ADRIANA BLAKE | ||||||
| BOARD MEMBER | 0.50 | Yes (X) | $0 | $0 | $0 | |
| DAVE NORDEN | ||||||
| BOARD MEMBER | 0.50 | Yes (X) | $0 | $0 | $0 | |
| WES PATTERSON | ||||||
| BOARD MEMBER | 0.50 | Yes (X) | $0 | $0 | $0 | |
| KATE O'NEILL THRU 123118 | ||||||
| BOARD MEMBER | 0.50 | Yes (X) | $0 | $0 | $0 | |
| JOHN HAMILTON | ||||||
| CHAIR | 0.50 | Yes (X) | $0 | $0 | $0 | Yes (X) |
| GEORGE JARAMILLO | ||||||
| VICE CHAIR | 0.50 | Yes (X) | $0 | $0 | $0 | Yes (X) |
| DAVE LAMBERT | ||||||
| SECRETARY | 0.50 | Yes (X) | $0 | $0 | $0 | Yes (X) |
| BEN MADDOX | ||||||
| TREASURER | 0.50 | Yes (X) | $0 | $0 | $0 | Yes (X) |
| LISA O'BRIEN | ||||||
| EXECUTIVE DIRECTOR | 50.00 | $80,000 | $0 | $13,510 | Yes (X) | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $80,000 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $13,510 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 0 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | 0 | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | 0 | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
| Cntrct Rcvd Greater Than100 K | 0 | CntrctRcvdGreaterThan100KCnt |
| Fundraising | $47,582 | FundraisingAmt |
| Related Organizations | $369,823 | RelatedOrganizationsAmt |
| Government Grants | $42,000 | GovernmentGrantsAmt |
| All Other Contributions | $2,860,807 | AllOtherContributionsAmt |
| Total Contributions | $3,320,212 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | ADMINISTRATION FEES | Desc |
| Business | 541990 | BusinessCd |
| Total Revenue Column | $227,539 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $227,539 | RelatedOrExemptFuncIncomeAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $227,539 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $281,071 | TotalRevenueColumnAmt |
| Exclusion | $281,071 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $2,429,112 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $2,145,434 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $283,678 | SecuritiesAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $283,678 | TotalRevenueColumnAmt |
| Exclusion | $283,678 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fundraising Gross Income | $0 | FundraisingGrossIncomeAmt |
| Contri Rpt Fundraising Event | $47,582 | ContriRptFundraisingEventAmt |
| Fundraising Direct Expenses | $22,969 | FundraisingDirectExpensesAmt |
Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -$22,969 | TotalRevenueColumnAmt |
| Exclusion | -$22,969 | ExclusionAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $4,089,531 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $227,539 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $541,780 | ExclusionAmt |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $910,529 | TotalAmt |
| Program Services | $910,529 | ProgramServicesAmt |
Grants To Domestic Individuals GrantsToDomesticIndividualsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $121,549 | TotalAmt |
| Program Services | $121,549 | ProgramServicesAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $95,538 | TotalAmt |
| Program Services | $46,642 | ProgramServicesAmt |
| Management And General | $44,380 | ManagementAndGeneralAmt |
| Fundraising | $4,516 | FundraisingAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $149,733 | TotalAmt |
| Program Services | $130,838 | ProgramServicesAmt |
| Management And General | $15,362 | ManagementAndGeneralAmt |
| Fundraising | $3,533 | FundraisingAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,850 | TotalAmt |
| Program Services | $2,081 | ProgramServicesAmt |
| Management And General | $684 | ManagementAndGeneralAmt |
| Fundraising | $85 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $20,210 | TotalAmt |
| Program Services | $14,754 | ProgramServicesAmt |
| Management And General | $4,850 | ManagementAndGeneralAmt |
| Fundraising | $606 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $19,094 | TotalAmt |
| Program Services | $13,939 | ProgramServicesAmt |
| Management And General | $4,583 | ManagementAndGeneralAmt |
| Fundraising | $572 | FundraisingAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $23,040 | TotalAmt |
| Management And General | $23,040 | ManagementAndGeneralAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $24,762 | TotalAmt |
| Management And General | $24,762 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $83,601 | TotalAmt |
| Program Services | $82,575 | ProgramServicesAmt |
| Management And General | $909 | ManagementAndGeneralAmt |
| Fundraising | $117 | FundraisingAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $41,982 | TotalAmt |
| Program Services | $34,560 | ProgramServicesAmt |
| Management And General | $7,422 | ManagementAndGeneralAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $65,107 | TotalAmt |
| Program Services | $51,154 | ProgramServicesAmt |
| Management And General | $13,771 | ManagementAndGeneralAmt |
| Fundraising | $182 | FundraisingAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $5,426 | TotalAmt |
| Program Services | $4,033 | ProgramServicesAmt |
| Management And General | $1,326 | ManagementAndGeneralAmt |
| Fundraising | $67 | FundraisingAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $26,560 | TotalAmt |
| Program Services | $19,431 | ProgramServicesAmt |
| Management And General | $6,330 | ManagementAndGeneralAmt |
| Fundraising | $799 | FundraisingAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $19,608 | TotalAmt |
| Program Services | $17,129 | ProgramServicesAmt |
| Management And General | $2,240 | ManagementAndGeneralAmt |
| Fundraising | $239 | FundraisingAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $4,999 | TotalAmt |
| Program Services | $4,213 | ProgramServicesAmt |
| Management And General | $699 | ManagementAndGeneralAmt |
| Fundraising | $87 | FundraisingAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $26,307 | TotalAmt |
| Program Services | $19,204 | ProgramServicesAmt |
| Management And General | $6,314 | ManagementAndGeneralAmt |
| Fundraising | $789 | FundraisingAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,097 | TotalAmt |
| Program Services | $823 | ProgramServicesAmt |
| Management And General | $2,274 | ManagementAndGeneralAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt | FundraisingFundraisingAmt |
|---|---|---|---|---|
| ADMIN FEES | $211,657 | $211,657 | ||
| INTERNAL GRANT TRANSFER | $190,152 | $190,152 | ||
| BUILDING CAMPAIGN | $8,825 | $6,442 | $2,118 | $265 |
| REIMBURSEMENTS | $1,983 | $1,983 |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,056,609 | TotalAmt |
| Program Services | $1,883,688 | ProgramServicesAmt |
| Management And General | $161,064 | ManagementAndGeneralAmt |
| Fundraising | $11,857 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $123,875 | BOYAmt |
| EOY | $398,245 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $267,816 | BOYAmt |
| EOY | $306,968 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $153,750 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $100 | BOYAmt |
| EOY | $100 | EOYAmt |
Inventories For Sale Or Use InventoriesForSaleOrUseGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $24,875 | BOYAmt |
| EOY | $24,875 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $10,694 | BOYAmt |
| EOY | $11,144 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $628,898 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $101,715 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $150,635 | BOYAmt |
| EOY | $527,183 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $9,698,928 | BOYAmt |
| EOY | $11,245,560 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $10,276,923 | BOYAmt |
| EOY | $12,667,825 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $8,249 | BOYAmt |
| EOY | $8,841 | EOYAmt |
Grants Payable GrantsPayableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $104,850 | BOYAmt |
| EOY | $224,700 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,891,224 | BOYAmt |
| EOY | $3,163,913 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,004,323 | BOYAmt |
| EOY | $3,397,454 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
Unrestricted Net Assets UnrestrictedNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,016,456 | BOYAmt |
| EOY | $1,449,589 | EOYAmt |
Temporarily Rstr Net Assets TemporarilyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,467,669 | BOYAmt |
| EOY | $3,032,307 | EOYAmt |
Permanently Rstr Net Assets PermanentlyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,788,475 | BOYAmt |
| EOY | $4,788,475 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $7,272,600 | BOYAmt |
| EOY | $9,270,371 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $10,276,923 | BOYAmt |
| EOY | $12,667,825 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | Yes (X) | InfoInScheduleOPartXIInd |
| Reconcilation Revenue Expnss | $2,032,922 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $108,679 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | -$143,830 | OtherChangesInNetAssetsAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | 0 | AccountantCompileOrReviewInd |
| FS Audited | Yes (1) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Consolidated Basis Fincl Stmt | Yes (X) | ConsolidatedBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (1) | AuditCommitteeInd |
| Federal Grant Audit Required | 0 | FederalGrantAuditRequiredInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Organization170 | Yes (X) | PublicOrganization170Ind |
Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $586,111 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $1,132,546 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $2,656,312 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $1,074,382 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $3,320,212 | CurrentTaxYearAmt |
| Total | $8,769,563 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $586,111 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $1,132,546 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $2,656,312 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $1,074,382 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $3,320,212 | CurrentTaxYearAmt |
| Total | $8,769,563 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantial Contributors Tot | $2,347,452 | SubstantialContributorsTotAmt |
| Public Support Total170 | $6,422,111 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $151,576 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $251,993 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $187,981 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $217,920 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $281,071 | CurrentTaxYearAmt |
| Total | $1,090,541 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $9,860,104 | TotalSupportAmt |
| Gross Receipts Rltd Activities | $975,062 | GrossReceiptsRltdActivitiesAmt |
| Public Support CY170 | 0.65130 | PublicSupportCY170Pct |
| Public Support PY170 | 0.63670 | PublicSupportPY170Pct |
| Thirty Thr Pct Suprt Tests CY170 | Yes (X) | ThirtyThrPctSuprtTestsCY170Ind |
Schedule B IRS990ScheduleB
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | RESTRICTED | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | RESTRICTED | TotalContributionsAmt |
Schedule D IRS990ScheduleD
| Field | Value | IRS element (for citing) |
|---|---|---|
| Donor Advised Funds Held | 57 | DonorAdvisedFundsHeldCnt |
| Funds And Other Accounts Held | 85 | FundsAndOtherAccountsHeldCnt |
| Donor Advised Funds Contri | $966,531 | DonorAdvisedFundsContriAmt |
| Funds And Other Accounts Contri | $2,441,004 | FundsAndOtherAccountsContriAmt |
| Donor Advised Funds Grants | $726,054 | DonorAdvisedFundsGrantsAmt |
| Funds And Other Accounts Grants | $496,086 | FundsAndOtherAccountsGrantsAmt |
| Donor Advised Funds Vl EOY | $2,981,129 | DonorAdvisedFundsVlEOYAmt |
| Funds And Other Accounts Vl EOY | $9,453,155 | FundsAndOtherAccountsVlEOYAmt |
| Disclosed Org Leg Ctrl | Yes (1) | DisclosedOrgLegCtrlInd |
| Disclosed For Charitable Prps | Yes (1) | DisclosedForCharitablePrpsInd |
CY Endwmt Fund CYEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $7,898,628 | BeginningYearBalanceAmt |
| Contributions | $2,608,779 | ContributionsAmt |
| Investment Earnings Or Losses | $592,212 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $524,960 | GrantsOrScholarshipsAmt |
| Administrative Expenses | $189,446 | AdministrativeExpensesAmt |
| End Year Balance | $10,385,213 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $7,796,226 | BeginningYearBalanceAmt |
| Contributions | $166,257 | ContributionsAmt |
| Investment Earnings Or Losses | $641,548 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $524,204 | GrantsOrScholarshipsAmt |
| Administrative Expenses | $181,199 | AdministrativeExpensesAmt |
| End Year Balance | $7,898,628 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $7,199,836 | BeginningYearBalanceAmt |
| Contributions | $188,654 | ContributionsAmt |
| Investment Earnings Or Losses | $858,924 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $280,288 | GrantsOrScholarshipsAmt |
| Other Expenditures | $22,274 | OtherExpendituresAmt |
| Administrative Expenses | $148,626 | AdministrativeExpensesAmt |
| End Year Balance | $8,796,226 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $7,007,432 | BeginningYearBalanceAmt |
| Contributions | $538,957 | ContributionsAmt |
| Investment Earnings Or Losses | $80,074 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $291,695 | GrantsOrScholarshipsAmt |
| Other Expenditures | $1,655 | OtherExpendituresAmt |
| Administrative Expenses | $133,277 | AdministrativeExpensesAmt |
| End Year Balance | $7,199,836 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $7,089,793 | BeginningYearBalanceAmt |
| Contributions | $158,033 | ContributionsAmt |
| Investment Earnings Or Losses | $223,448 | InvestmentEarningsOrLossesAmt |
| Administrative Expenses | $463,842 | AdministrativeExpensesAmt |
| End Year Balance | $7,007,432 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated Balance EOY | 0.09400 | BoardDesignatedBalanceEOYPct |
| Prmnnt Endowment Balance EOY | 0.87700 | PrmnntEndowmentBalanceEOYPct |
| Term Endowment Balance EOY | 0.02900 | TermEndowmentBalanceEOYPct |
| Endowments Held Unrelated Org | 0 | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | 0 | EndowmentsHeldRelatedOrgInd |
Buildings BuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $402,855 | OtherCostOrOtherBasisAmt |
| Depreciation | $2,483 | DepreciationAmt |
| Book Value | $400,372 | BookValueAmt |
Leasehold Improvements LeaseholdImprovementsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $153,009 | OtherCostOrOtherBasisAmt |
| Depreciation | $35,568 | DepreciationAmt |
| Book Value | $117,441 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $73,034 | OtherCostOrOtherBasisAmt |
| Depreciation | $63,664 | DepreciationAmt |
| Book Value | $9,370 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $527,183 | TotalBookValueLandBuildingsAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | FUNDS HELD AS AGENCY ENDOWMENTS | Desc |
| Amt | $3,163,913 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $3,163,913 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| 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, 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, 2019. ACCORDINGLY, A PROVISION FOR INCOME TAXES HAS NOT BEEN ESTABLISHED IN THE ACCOMPANYING CONSOLIDATED FINANCIAL STATEMENTS. |
Schedule G IRS990ScheduleG
Fundraising Event Information FundraisingEventInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Event1 | RIDGE-A-THON | Event1Nm |
| Gross Receipts Event1 | $47,582 | GrossReceiptsEvent1Amt |
| Charitable Contri Event1 | $47,582 | CharitableContriEvent1Amt |
| Non Cash Prizes Event1 | $936 | NonCashPrizesEvent1Amt |
| Other Direct Expenses Event1 | $22,033 | OtherDirectExpensesEvent1Amt |
| Gross Receipts Total | $47,582 | GrossReceiptsTotalAmt |
| Charitable Contributions Tot | $47,582 | CharitableContributionsTotAmt |
| Non Cash Prizes Total Events | $936 | NonCashPrizesTotalEventsAmt |
| Oth Direct Expnss Total Events | $22,033 | OthDirectExpnssTotalEventsAmt |
| Direct Expense Summary Events | $22,969 | DirectExpenseSummaryEventsAmt |
| Net Income Summary | -$22,969 | NetIncomeSummaryAmt |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (1) | GrantRecordsMaintainedInd |
Recipient Table RecipientTable (44 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Recipient EINRecipientEIN | IRC SectionIRCSectionDesc | Cash GrantCashGrantAmt | Purpose Of GrantPurposeOfGrantTxt |
|---|---|---|---|---|---|---|---|
| BRIDGES PROJECT FOR EDUCATION | |||||||
| PO BOX 308 | TAOS | NM | 87571 | 850448942 | 501(C)3 | $7,750 | CORE OPERATING SUPPORT |
| AMIGOS BRAVOS | |||||||
| PO BOX 238 | TAOS | NM | 87571 | 850363268 | 501(C)3 | $7,500 | CORE OPERATING SUPPORT /EVENT |
| BLUE BARN THEATRE | |||||||
| 1106 S 10TH ST | OMAHA | NE | 68108 | 470742394 | 501(C)3 | $75,000 | CORE OPERATING SUPPORT |
| COMMUNITY AGAINST VIOLENCE | |||||||
| 945 SALAZAR ROAD | TAOS | NM | 87571 | 850285504 | 501(C)3 | $16,700 | CORE OPERATING SUPPORT |
| DREAMTREE PROJECT | |||||||
| PO BOX 1677 | TAOS | NM | 87571 | 850462470 | 501(C)3 | $20,250 | CORE OPERATING SUPPORT |
| EL PUEBLITO UMC -SHARED TABLE | |||||||
| 1309 PASEO DEL PUEBLO NORTE | EL PRADO | NM | 87529 | 501(C)3 | $21,600 | SHARED TABLE | |
| EQUINE SPIRIT SANCTUARY | |||||||
| 13 LOS CABALLOS RD | RANCHOS DE TAOS | NM | 87557 | 203373965 | 501(C)3 | $14,750 | CORE OPERATING SUPPORT/CLASSES |
| FIELD INSTITUTE OF TAOS | |||||||
| PO BOX 486 | ARROYO SECO | NM | 87514 | 850442587 | 501(C)3 | $6,500 | CORE OPERATING SUPPORT |
| FOOD DEPOT | |||||||
| 1222A SILER ROAD | SANTA FE | NM | 87507 | 850416803 | 501(C)3 | $10,000 | CORE OPERATING SUPPORT |
| GOLDEN WILLOW RETREAT CENTER | |||||||
| PO BOX 569 | ARROYO HONDO | NM | 87513 | 850483737 | 501(C)3 | $15,250 | CORE OPERATING SUPPORT/AGENCY FUND DISBURSEMENT |
| TAOS HEALTH SYSTEMSHOLY CROSS HOSPITAL | |||||||
| 1397 WEIMER RD | TAOS | NM | 87571 | 850289839 | 501(C)3 | $10,500 | CORE OPERATING SUPPORT FOR CANCER SUPPORT SERVICES |
| HEART OF TAOS | |||||||
| PO BOX 613 | TAOS | NM | 87571 | 811295908 | 501(C)3 | $69,250 | CORE OPERATING SUPPORT/HEART HOUSE SUPPORT |
| INTERNATIONAL FOLK ART ALLIANCE | |||||||
| 620 CERRILLOS RD | SANTA FE | NM | 87505 | 352285824 | 501(C)3 | $10,000 | SUPPORT FOR 2019 INTERNATIONAL FOLK ART FESTIVAL |
| LAS CUMBRES COMMUNITY SERVICES | |||||||
| 404 HUNTER STREET | ESPANOLA | NM | 87532 | 237144268 | 501(C)3 | $30,000 | SUPPORT FOR BACKPACKS, WOMEN AND GIRLS |
| MAY CENTER FOR LEARNING | |||||||
| 2019 GALISTEO | SANTA FE | NM | 87505 | 454500854 | 501(C)3 | $7,500 | CORE OPERATING SUPPORT |
| MENTORING KIDS WORKS | |||||||
| 943 LOS LAVATO RD | SANTA FE | NM | 87501 | 352395701 | 501(C)3 | $7,700 | CORE OPERATING SUPPORT |
| MOUNTAIN HOME HEALTH CARE INC | |||||||
| PO BOX 2566 | TAOS | NM | 87571 | 850236882 | 501(C)3 | $5,500 | CORE OPERATING SUPPORT |
| NOT FORGOTTEN OUTREACH | |||||||
| 461 VALVERDE COMM | TAOS | NM | 87571 | 462052184 | 501(C)3 | $10,000 | CORE OPERATING SUPPORT |
| RIVERS AND BIRDS | |||||||
| PO BOX 819 | ARROYO SECO | NM | 87571 | 850457644 | 501(C)3 | $17,850 | CORE OPERATING SUPPORT |
| ROCKY MOUNTAIN YOUTH CORPS | |||||||
| PO BOX 1960 | RANCHOS DE TAOS | NM | 87557 | 850404817 | 501(C)3 | $20,250 | CORE OPERATING SUPPORT/CLIMATE CHANGE SUMMIT |
| ROOTS AND WINGS COMMUNITY SCHOOL | |||||||
| HC 81 BOX 22 | QUESTA | NM | 87556 | 850473217 | 501(C)3 | $25,000 | CORE OPERATING SUPPORT |
| ST JAMES EPISCOPAL CHURCH | |||||||
| 5794 NDCBU | TAOS | NM | 87571 | 856009548 | 501(C)3 | $21,500 | CORE OPERATING SUPPORT/EVENT SUPPORT |
| SOMOS | |||||||
| PO BOX 3225 | TAOS | NM | 87571 | 850309964 | 501(C)3 | $14,000 | EDUCATIONAL AND EXPEDITIONARY LEARNING SUPPORT |
| STRAY HEARTS | |||||||
| PO BOX 622 | TAOS | NM | 87571 | 850342062 | 501(C)3 | $17,250 | SUPPORT FOR CHOIR, COMMON GROUNDS, FOOD PANTRY |
| TAOS ART MUSEUM | |||||||
| PO BOX 1848 | TAOS | NM | 87571 | 850400684 | 501(C)3 | $7,350 | CORE OPERATING SUPPORT |
| TAOS AVALANCHE RESCUE DOGS | |||||||
| PO BOX 3441 | TAOS | NM | 87571 | 475498852 | 501(C)3 | $15,000 | CORE OPERATING SUPPORT, EVENT, |
| TAOS CENTER FOR THE ARTS | |||||||
| 133 PASEO DEL PUEBLO NORTE | TAOS | NM | 87571 | 850113452 | 501(C)3 | $18,001 | ROOF, CORE OPERATING SUPPORT |
| TAOS COALITION TO END HOMELESSNESS | |||||||
| PO BOX 1516 | TAOS | NM | 87571 | 204495416 | 501(C)3 | $12,500 | CORE OPERATING SUPPORT, EVENT SUPPORT |
| TAOS FEEDS TAOS | |||||||
| PO BOX 234 | TAOS | NM | 87571 | 850406111 | 501(C)3 | $7,000 | CORE OPERATING SUPPORT |
| TAOS HISTORIC MUSEUMS | |||||||
| 222 LEDOUX ST | TAOS | NM | 87571 | 850162279 | 501(C)3 | $5,000 | CORE OPERATING SUPPORT, EVENT, AGENCY FUND DISBURSEMENT |
| TAOS LAND TRUST | |||||||
| PO BOX 376 | TAOS | NM | 87571 | 850373099 | 501(C)3 | $17,770 | CORE OPERATING SUPPORT |
| TAOS MILAGRO ROTARY CLUB | |||||||
| PO BOX 167 | RANCHOS DE TAOS | NM | 87557 | 860927226 | 501(C)4 | $27,167 | CORE OPERATING SUPPORT |
| TAOS MUNICIPAL SCHOOLS | |||||||
| 310 CAMINO DE LA PLACITAS | TAOS | NM | 87571 | 856000179 | 115 | $39,638 | CORE OPERATING SUPPORT |
| TAOS SCHOOL OF MUSIC | |||||||
| PO BOX 2630 | TAOS | NM | 87571 | 856012256 | 501(C)3 | $102,169 | CORE OPERATING SUPPORT, AGENCY DISBURSEMENT, EVENT SUPPORT |
| TAOS SEARCH AND RESCUE | |||||||
| PO BOX 3601 | TAOS | NM | 87571 | 464061904 | 501(C)3 | $15,000 | CORE OPERATING SUPPORT FOR CHARITABLE WORK, AGENCY FUND |
| UNM TAOS TECC | |||||||
| 1157 COUNTY ROAD 110 | RANCHOS DE TAOS | NM | 87557 | 856000642 | 501(C)3 | $25,517 | CLUB SUPPORT, ATHLETICS, STUDENT PROJECTS, HOMELESS STUDENTS |
| UNM TAOS | |||||||
| 1157 COUNTY ROAD 110 | RANCHOS DE TAOS | NM | 87557 | 856000642 | 501(C)3 | $9,500 | CORE OPERATING SUPPORT, AGENCY FUND DISBURSEMENT, EVENT SUPPORT |
| VILLAGE OF TAOS SKI VALLEY | |||||||
| PO BOX 100 | TAOS SKI VALLEY | NM | 87525 | 850443021 | 115 | $30,000 | CORE OPERATING SUPPORT |
| YOUTH HEARTLINE | |||||||
| PO BOX 1664 | TAOS | NM | 87571 | 850397100 | 501(C)3 | $6,250 | CORE OPERATING SUPPORT |
| (no name) | |||||||
| CORE OPERATING SUPPORT | |||||||
| (no name) | |||||||
| CORE OPERATING SUPPORT, EVENT SUPPORT | |||||||
| (no name) | |||||||
| PROJECT SUPPORT, DISBURSEMENT | |||||||
| (no name) | |||||||
| SUPPORT FOR EMS AND FIRE DEPARTMENTS | |||||||
| (no name) | |||||||
| EMERGENCY FOSTER CARE SUPPORT/CORE OPERATING SUPPORT/GUSDORF PARK PROJECT | |||||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total501c3 Org | 38 | Total501c3OrgCnt |
| Total Other Org | 1 | TotalOtherOrgCnt |
Grants Other Asst To Indiv In US GrantsOtherAsstToIndivInUSGrp (2 entries)
| Grant TypeGrantTypeTxt | RecipientRecipientCnt | Cash GrantCashGrantAmt |
|---|---|---|
| STUDENT SCHOLARSHIPS FOR POST-SECONDARY EDUCATION | 10 | $106,000 |
| TEACHER GRANTS - TAOS SCHOOL DISTRICT | 41 | $15,549 |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, LINE 2: | FormAndLineReferenceDesc |
| Explanation | GRANTS OF $1,000 OR MORE TO INDIVIDUALS OR ORGANIZATIONS ARE REQUIRED TO HAVE A SITE VISIT AND FINAL GRANT REPORT SUBMITTED, 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. | ExplanationTxt |
Schedule M IRS990ScheduleM
Securities Publicly Traded SecuritiesPubliclyTradedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 17 | ContributionCnt |
| Noncash Contributions Rpt F990 | $359,310 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | AVG HIGH/LOW MKT | MethodOfDeterminingRevenuesTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form8283 Received | 0 | Form8283ReceivedCnt |
| Any Property That Must Be Held | 0 | AnyPropertyThatMustBeHeldInd |
| Review Process Unusual NC Gifts | Yes (1) | ReviewProcessUnusualNCGiftsInd |
| Third Parties Used | Yes (1) | ThirdPartiesUsedInd |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, LINE 32B: | FormAndLineReferenceDesc |
| Explanation | TAOS COMMUNITY FOUNDATION CONSIGNS DONATED ARTWORK TO GALLERIES AND PAYS A COMMISSION ON SALES. | ExplanationTxt |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (5 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| 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 2018. |
| 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 -272,689. INTERANAL GRANT TRANSFER DIFFERENCE ADJUSTMENT 128,859. |
Schedule R IRS990ScheduleR
Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp
Disregarded Entity Name DisregardedEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | TAOS FOUNDATION FOR PROPERTY GIFTS INC | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 1925 | AddressLine1Txt |
| City | TAOS | CityNm |
| State Abbreviation | NM | StateAbbreviationCd |
| ZIP | 87571 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 270998249 | EIN |
| Primary Activities | TO ACCEPT AND LIQUIDATE REAL ESTATE GIFTS FOR THE BENEFIT OF THE FOUNDATION | PrimaryActivitiesTxt |
| Legal Domicile State | NM | LegalDomicileStateCd |
| Exempt Code Section | 501(C)(3) | ExemptCodeSectionTxt |
| Public Charity Status | LINE 12A, I | PublicCharityStatusTxt |
Direct Controlling Entity Name DirectControllingEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | TAOS COMMUNITY FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Controlled Organization | Yes (1) | ControlledOrganizationInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Annts Rnts Rylts | 0 | ReceiptOfIntAnntsRntsRyltsInd |
| Gift Grnt Or Cap Contri To Oth Org | Yes (1) | GiftGrntOrCapContriToOthOrgInd |
| Gift Grnt Cap Contri From Oth Org | Yes (1) | GiftGrntCapContriFromOthOrgInd |
| Loans Or Guarantees To Other Org | 0 | LoansOrGuaranteesToOtherOrgInd |
| Loans Or Guarantees From Oth Org | 0 | LoansOrGuaranteesFromOthOrgInd |
| Div Related Organization | 0 | DivRelatedOrganizationInd |
| Asset Sale To Other Org | 0 | AssetSaleToOtherOrgInd |
| Asset Purchase From Other Org | 0 | AssetPurchaseFromOtherOrgInd |
| Asset Exchange | 0 | AssetExchangeInd |
| Rental Of Facilities To Oth Org | 0 | RentalOfFacilitiesToOthOrgInd |
| Rental Of Fclts From Oth Org | 0 | RentalOfFcltsFromOthOrgInd |
| Perform Of Services For Oth Org | 0 | PerformOfServicesForOthOrgInd |
| Perform Of Services By Other Org | 0 | PerformOfServicesByOtherOrgInd |
| Sharing Of Facilities | Yes (1) | SharingOfFacilitiesInd |
| Paid Employees Sharing | Yes (1) | PaidEmployeesSharingInd |
| Reimbursement Paid To Other Org | 0 | ReimbursementPaidToOtherOrgInd |
| Reimbursement Paid By Other Org | 0 | ReimbursementPaidByOtherOrgInd |
| Transfer To Other Org | 0 | TransferToOtherOrgInd |
| Transfer From Other Org | 0 | TransferFromOtherOrgInd |
Transactions Related Org TransactionsRelatedOrgGrp
Other Organization Name OtherOrganizationName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | TAOS FOUNDATION FOR PROPERTY GIFTS INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Transaction Type | C | TransactionTypeTxt |
| Involved | $369,823 | InvolvedAmt |
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