2020-04-28T11:41:53-05:00 2019-06-30 910189318 MOSS ADAMS LLP 6565 AMERICAS PARKWAY NE STE 600 ALBUQUERQUE NM 87110 990 2018-07-01 850425147 THE TAOS COMMUNITY FOUNDATION INC TAOS 5757379300 PO BOX 1925 TAOS NM 875711925 LISA O'BRIEN FOUNDATION DIRECTOR 5757379300 2020-04-13 1 PAMELA ALEXANDERSON P01218925 5058787200 2020-04-13 104.255.16.238 2020-04-13 14:32:54 MD P DA39A3EE5E6B4B0D3255BFEF95601890AFD80709 794856F77D80C61DE78743BDB3D2DAA753D74C24 2018 2020-11-19 02:30:22Z LISA O'BRIEN 115 LA POSTA RD SUITE A TAOS NM 87571 6257934 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 6 117 0 0 1074382 3320212 199146 227539 438173 564749 -41049 -22969 1670652 4089531 890921 1032078 0 0 266791 287425 0 0 11857 454114 737106 1611826 2056609 58826 2032922 10276923 12667825 3004323 3397454 7272600 9270371 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 1883688 1032078 227539 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. 1883688 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 1 0 0 1 13 0 1 6 1 0 0 0 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 1 0 NM X X X THOMAS BUCKLEY 5757379300 PO BOX 1925 TAOS NM 875711925 LAURIE DUNN BOARD MEMBER 0.50 X 0 0 0 VERNON LUJAN BOARD MEMBER 0.50 X 0 0 0 DENNIS MANZANARES BOARD MEMBER 0.50 X 0 0 0 ANDREA SZEKERES BOARD MEMBER 0.50 X 0 0 0 ADRIANA BLAKE BOARD MEMBER 0.50 X 0 0 0 DAVE NORDEN BOARD MEMBER 0.50 X 0 0 0 WES PATTERSON BOARD MEMBER 0.50 X 0 0 0 KATE O'NEILL THRU 123118 BOARD MEMBER 0.50 X 0 0 0 JOHN HAMILTON CHAIR 0.50 X X 0 0 0 GEORGE JARAMILLO VICE CHAIR 0.50 X X 0 0 0 DAVE LAMBERT SECRETARY 0.50 X X 0 0 0 BEN MADDOX TREASURER 0.50 X X 0 0 0 LISA O'BRIEN EXECUTIVE DIRECTOR 50.00 X 80000 0 13510 80000 0 13510 0 0 0 0 0 47582 369823 42000 2860807 3320212 ADMINISTRATION FEES 541990 227539 227539 227539 281071 281071 2429112 2145434 283678 283678 283678 0 47582 22969 -22969 -22969 4089531 227539 0 541780 910529 910529 121549 121549 95538 46642 44380 4516 149733 130838 15362 3533 2850 2081 684 85 20210 14754 4850 606 19094 13939 4583 572 23040 23040 24762 24762 83601 82575 909 117 41982 34560 7422 65107 51154 13771 182 5426 4033 1326 67 26560 19431 6330 799 19608 17129 2240 239 4999 4213 699 87 26307 19204 6314 789 3097 823 2274 ADMIN FEES 211657 211657 INTERNAL GRANT TRANSFER 190152 190152 BUILDING CAMPAIGN 8825 6442 2118 265 REIMBURSEMENTS 1983 1983 2056609 1883688 161064 11857 123875 398245 267816 306968 153750 100 100 24875 24875 10694 11144 628898 101715 150635 527183 9698928 11245560 10276923 12667825 8249 8841 104850 224700 2891224 3163913 3004323 3397454 X 1016456 1449589 1467669 3032307 4788475 4788475 7272600 9270371 10276923 12667825 X 2032922 108679 -143830 X 0 1 X 1 0 X 586111 1132546 2656312 1074382 3320212 8769563 586111 1132546 2656312 1074382 3320212 8769563 2347452 6422111 151576 251993 187981 217920 281071 1090541 9860104 975062 0.65130 0.63670 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 57 85 966531 2441004 726054 496086 2981129 9453155 1 1 7898628 2608779 592212 524960 189446 10385213 7796226 166257 641548 524204 181199 7898628 7199836 188654 858924 280288 22274 148626 8796226 7007432 538957 80074 291695 1655 133277 7199836 7089793 158033 223448 463842 7007432 0.09400 0.87700 0.02900 0 0 402855 2483 400372 153009 35568 117441 73034 63664 9370 527183 FUNDS HELD AS AGENCY ENDOWMENTS 3163913 3163913 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, 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. RIDGE-A-THON 47582 47582 936 22033 47582 47582 936 22033 22969 -22969 1 BRIDGES PROJECT FOR EDUCATION PO BOX 308 TAOS NM 87571 850448942 501(C)3 7750 CORE OPERATING SUPPORT AMIGOS BRAVOS PO BOX 238 TAOS NM 87571 850363268 501(C)3 7500 CORE OPERATING SUPPORT /EVENT BLUE BARN THEATRE 1106 S 10TH ST OMAHA NE 68108 470742394 501(C)3 75000 CORE OPERATING SUPPORT COMMUNITY AGAINST VIOLENCE 945 SALAZAR ROAD TAOS NM 87571 850285504 501(C)3 16700 CORE OPERATING SUPPORT DREAMTREE PROJECT PO BOX 1677 TAOS NM 87571 850462470 501(C)3 20250 CORE OPERATING SUPPORT EL PUEBLITO UMC -SHARED TABLE 1309 PASEO DEL PUEBLO NORTE EL PRADO NM 87529 501(C)3 21600 SHARED TABLE EQUINE SPIRIT SANCTUARY 13 LOS CABALLOS RD RANCHOS DE TAOS NM 87557 203373965 501(C)3 14750 CORE OPERATING SUPPORT/CLASSES FIELD INSTITUTE OF TAOS PO BOX 486 ARROYO SECO NM 87514 850442587 501(C)3 6500 CORE OPERATING SUPPORT FOOD DEPOT 1222A SILER ROAD SANTA FE NM 87507 850416803 501(C)3 10000 CORE OPERATING SUPPORT GOLDEN WILLOW RETREAT CENTER PO BOX 569 ARROYO HONDO NM 87513 850483737 501(C)3 15250 CORE OPERATING SUPPORT/AGENCY FUND DISBURSEMENT TAOS HEALTH SYSTEMSHOLY CROSS HOSPITAL 1397 WEIMER RD TAOS NM 87571 850289839 501(C)3 10500 CORE OPERATING SUPPORT FOR CANCER SUPPORT SERVICES HEART OF TAOS PO BOX 613 TAOS NM 87571 811295908 501(C)3 69250 CORE OPERATING SUPPORT/HEART HOUSE SUPPORT INTERNATIONAL FOLK ART ALLIANCE 620 CERRILLOS RD SANTA FE NM 87505 352285824 501(C)3 10000 SUPPORT FOR 2019 INTERNATIONAL FOLK ART FESTIVAL LAS CUMBRES COMMUNITY SERVICES 404 HUNTER STREET ESPANOLA NM 87532 237144268 501(C)3 30000 SUPPORT FOR BACKPACKS, WOMEN AND GIRLS MAY CENTER FOR LEARNING 2019 GALISTEO SANTA FE NM 87505 454500854 501(C)3 7500 CORE OPERATING SUPPORT MENTORING KIDS WORKS 943 LOS LAVATO RD SANTA FE NM 87501 352395701 501(C)3 7700 CORE OPERATING SUPPORT MOUNTAIN HOME HEALTH CARE INC PO BOX 2566 TAOS NM 87571 850236882 501(C)3 5500 CORE OPERATING SUPPORT NOT FORGOTTEN OUTREACH 461 VALVERDE COMM TAOS NM 87571 462052184 501(C)3 10000 CORE OPERATING SUPPORT RIVERS AND BIRDS PO BOX 819 ARROYO SECO NM 87571 850457644 501(C)3 17850 CORE OPERATING SUPPORT ROCKY MOUNTAIN YOUTH CORPS PO BOX 1960 RANCHOS DE TAOS NM 87557 850404817 501(C)3 20250 CORE OPERATING SUPPORT/CLIMATE CHANGE SUMMIT ROOTS AND WINGS COMMUNITY SCHOOL HC 81 BOX 22 QUESTA NM 87556 850473217 501(C)3 25000 CORE OPERATING SUPPORT ST JAMES EPISCOPAL CHURCH 5794 NDCBU TAOS NM 87571 856009548 501(C)3 21500 CORE OPERATING SUPPORT/EVENT SUPPORT SOMOS PO BOX 3225 TAOS NM 87571 850309964 501(C)3 14000 EDUCATIONAL AND EXPEDITIONARY LEARNING SUPPORT STRAY HEARTS PO BOX 622 TAOS NM 87571 850342062 501(C)3 17250 SUPPORT FOR CHOIR, COMMON GROUNDS, FOOD PANTRY TAOS ART MUSEUM PO BOX 1848 TAOS NM 87571 850400684 501(C)3 7350 CORE OPERATING SUPPORT TAOS AVALANCHE RESCUE DOGS PO BOX 3441 TAOS NM 87571 475498852 501(C)3 15000 CORE OPERATING SUPPORT, EVENT, TAOS CENTER FOR THE ARTS 133 PASEO DEL PUEBLO NORTE TAOS NM 87571 850113452 501(C)3 18001 ROOF, CORE OPERATING SUPPORT TAOS COALITION TO END HOMELESSNESS PO BOX 1516 TAOS NM 87571 204495416 501(C)3 12500 CORE OPERATING SUPPORT, EVENT SUPPORT TAOS FEEDS TAOS PO BOX 234 TAOS NM 87571 850406111 501(C)3 7000 CORE OPERATING SUPPORT TAOS HISTORIC MUSEUMS 222 LEDOUX ST TAOS NM 87571 850162279 501(C)3 5000 CORE OPERATING SUPPORT, EVENT, AGENCY FUND DISBURSEMENT TAOS LAND TRUST PO BOX 376 TAOS NM 87571 850373099 501(C)3 17770 CORE OPERATING SUPPORT TAOS MILAGRO ROTARY CLUB PO BOX 167 RANCHOS DE TAOS NM 87557 860927226 501(C)4 27167 CORE OPERATING SUPPORT TAOS MUNICIPAL SCHOOLS 310 CAMINO DE LA PLACITAS TAOS NM 87571 856000179 115 39638 CORE OPERATING SUPPORT TAOS SCHOOL OF MUSIC PO BOX 2630 TAOS NM 87571 856012256 501(C)3 102169 CORE OPERATING SUPPORT, AGENCY DISBURSEMENT, EVENT SUPPORT TAOS SEARCH AND RESCUE PO BOX 3601 TAOS NM 87571 464061904 501(C)3 15000 CORE OPERATING SUPPORT FOR CHARITABLE WORK, AGENCY FUND UNM TAOS TECC 1157 COUNTY ROAD 110 RANCHOS DE TAOS NM 87557 856000642 501(C)3 25517 CLUB SUPPORT, ATHLETICS, STUDENT PROJECTS, HOMELESS STUDENTS UNM TAOS 1157 COUNTY ROAD 110 RANCHOS DE TAOS NM 87557 856000642 501(C)3 9500 CORE OPERATING SUPPORT, AGENCY FUND DISBURSEMENT, EVENT SUPPORT VILLAGE OF TAOS SKI VALLEY PO BOX 100 TAOS SKI VALLEY NM 87525 850443021 115 30000 CORE OPERATING SUPPORT YOUTH HEARTLINE PO BOX 1664 TAOS NM 87571 850397100 501(C)3 6250 CORE OPERATING SUPPORT CORE OPERATING SUPPORT CORE OPERATING SUPPORT, EVENT SUPPORT PROJECT SUPPORT, DISBURSEMENT SUPPORT FOR EMS AND FIRE DEPARTMENTS EMERGENCY FOSTER CARE SUPPORT/CORE OPERATING SUPPORT/GUSDORF PARK PROJECT 38 1 STUDENT SCHOLARSHIPS FOR POST-SECONDARY EDUCATION 10 106000 TEACHER GRANTS - TAOS SCHOOL DISTRICT 41 15549 PART I, LINE 2: 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. X 17 359310 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 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. 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 1 1 0 0 0 0 0 0 0 0 0 0 1 1 0 0 0 0 TAOS FOUNDATION FOR PROPERTY GIFTS INC C 369823