2019-03-21T19:15:08-05:00 2018-06-30 910189318 MOSS ADAMS LLP 6565 AMERICAS PARKWAY NE STE 600 ALBUQUERQUE NM 87110 990 2017-07-01 850425147 THE TAOS COMMUNITY FOUNDATION INC TAOS 5757379300 PO BOX 1925 TAOS NM 875711925 LISA O'BRIEN FOUNDATION DIRECTOR 5757379300 2019-03-11 1 PAMELA ALEXANDERSON P01218925 5058787200 2019-03-11 12.129.7.100 2019-03-11 15:58:07 MD P DA39A3EE5E6B4B0D3255BFEF95601890AFD80709 B42E819D00EA3FB217DBD1B5F0A4C86A4E06413A 2017 2019-02-21 02:37:17Z LISA O'BRIEN 115 LA POSTA RD SUITE A TAOS NM 87571 2251448 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. 12 12 6 68 0 0 2656312 1074382 169979 199146 329706 438173 -16211 -41049 3139786 1670652 518433 890921 0 0 297239 266791 0 0 14516 612757 454114 1428429 1611826 1711357 58826 10174236 10276923 3148575 3004323 7025661 7272600 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 1361400 890921 199146 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. 1361400 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 1 0 0 0 0 0 0 0 0 1 0 0 0 0 1 1 0 0 0 1 25 0 1 6 1 0 0 0 0 0 0 0 0 0 0 0 0 0 X 12 12 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 ROBERT SHAW 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 KATE O'NEILL BOARD MEMBER 0.50 X 0 0 0 WES PATTERSON 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 80034 0 10730 ELIZABETH CRITTENDEN-PALACIOS FORMER EXEC DIR (THROUGH 6/30/16) 0.00 X 192367 0 17193 272401 0 27923 1 1 1 0 TAOS SUNRISE BUILDERS 1110 PASEO DEL PUEBLO NORTE SUITE EL PRADO NM 87171 BUILDING CONSTRUCTION 142282 1 45912 41510 986960 192745 1074382 ADMINISTRATION FEES 541990 199146 199146 199146 217920 217920 758500 1500 539747 0 218753 1500 220253 220253 0 45912 41049 -41049 -41049 1670652 199146 0 397124 774743 774743 116178 116178 91313 84008 4566 2739 141557 131478 7285 2794 1850 1720 93 37 13599 12579 680 340 18472 17179 924 369 1319 1319 24010 24010 25563 25563 73099 72140 787 172 43972 38108 3859 2005 67811 58137 5530 4144 4299 3690 406 203 21994 19795 2199 11152 9686 1466 2475 1857 371 247 17465 17465 2858 2637 221 OTHER FEES 158097 158097 1611826 1361400 235910 14516 329349 123875 128123 267816 100 100 24875 24875 2341 10694 226043 75408 62274 150635 9462260 9698928 164914 10174236 10276923 32631 8249 130000 104850 2985944 2891224 3148575 3004323 X 37257 1016456 1349030 1467669 5639374 4788475 7025661 7272600 10174236 10276923 X 58826 252007 -63894 X 0 1 X 1 0 X 900226 586111 1132546 2656312 1074382 6349577 900226 586111 1132546 2656312 1074382 6349577 1699257 4650320 145203 151576 251993 187981 217920 954673 7304250 881041 0.63670 0.63800 X 49 79 447593 876361 404044 766268 2640146 7523680 1 1 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 7025479 -498843 969160 406003 7089793 0.00000 0.96240 0.03760 0 0 153009 22579 130430 73034 52829 20205 150635 FUNDS HELD AS AGENCY ENDOWMENTS 2891224 2891224 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, 2018 OR 2017. THE FOUNDATION FILES AN EXEMPT ORGANIZATION RETURN WITH THE INTERNAL REVENUE SERVICE (IRS). THE FOUNDATION HAD NO TAXABLE UNRELATED BUSINESS INCOME FOR THE YEARS ENDED JUNE 30, 2018 AND 2017. ACCORDINGLY, A PROVISION FOR INCOME TAXES HAS NOT BEEN ESTABLISHED IN THE ACCOMPANYING FINANCIAL STATEMENTS. RIDGE-A-THON 45912 45912 41049 45912 45912 41049 41049 -41049 1 AMIGOS BRAVOS PO BOX 238 TAOS NM 87571 850363268 501(C)3 10000 CORE OPERATING SUPPORT/SPONSORSHIP/DISBURSEMENT BRIDGES PROJECT FOR EDUCATION PO BOX 308 TAOS NM 87571 850448942 501( C)3 23170 CORE OPERATING SUPPORT CTR FOR ED AND STUDY OF DIVERSE POPULATIONS (NM HIGHLANDS UNIV) 1112 PLAZA DEL NORTE ESPANOLA NM 87532 856000406 501(C)3 75000 BUILDING A LEARNING COMMUNITY PROJECT COMMUNITY AGAINST VIOLENCE 945 SALAZAR ROAD TAOS NM 87571 850285504 501(C)3 6550 CORE OPERATING SUPPORT DREAMTREE PROJECT PO BOX 1677 TAOS NM 87571 850462470 501(C)3 22000 CORE OPERATING SUPPORT/FARM PROJECT SUPPORT EQUINE SPIRIT SANCTUARY 13 LOS CABALLOS RD RANCHOS DE TAOS NM 87557 203373965 501(C)3 8550 CORE OPERATING SUPPORT/CLASSES FRIENDS OF ANANSI CHARTER SCHOOL PO BOX 1709 EL PRADO NM 87529 203888020 501(C)3 10000 CORE OPERATING SUPPORT HOLY CROSS HOSPITAL 1397 WEIMER RD TAOS NM 87571 850289839 501(C)3 10500 CORE OPERATING SUPPORT FOR CANCER SERVICES GOLDEN WILLOW RETREAT CENTER PO BOX 569 ARROYO HONDO NM 87513 850483737 501(C)3 10937 CORE OPERATING SUPPORT/AGENCY FUND DISBURSEMENT HABITAT FOR HUMANITY TAOS PO BOX 1888 TAOS NM 87571 850405105 501(C)3 5500 CORE OPERATING SUPPORT HARWOOD MUSEUM 238 LEDOUX STREET TAOS NM 87571 856000642 501(C)3 10750 CORE OPERATING SUPPORT/ART IN SCHOOLS SUPPORT HEART OF TAOS PO BOX 613 TAOS NM 87571 811295908 501(C)3 17250 CORE OPERATING SUPPORT/HEART HOUSE LAS CUMBRES 404 HUNTER STREET ESPANOLA NM 87532 237144268 501(C)3 13000 SUPPORT FOR NURTURING CENTERS, FAMILY SERVICES NM LEGAL AID PO BOX 25486 ALBUQUERQUE NM 87125 850116950 501(C)3 7500 CORE OPERATING SUPPORT NONVIOLENCE WORKS PO BOX 2238 TAOS NM 87571 261486393 501(C)3 11000 CORE OPERATING SUPPORT PAUL BASCH MEMORIAL FOUNDATION 1335 PASEO DEL PUEBLO SUR 305 TAOS NM 87571 861044567 501(C)3 6000 CORE OPERATING SUPPORT HIMALAYAN STOVE PROJECT RIVERS AND BIRDS PO BOX 819 ARROYO SECO NM 87571 850457644 501(C)3 5250 CORE OPERATING SUPPORT ROCKY MOUNTAIN YOUTH CORPS PO BOX 1960 RANCHOS DE TAOS NM 87557 850404817 501(C)3 13350 CORE OPERATING SUPPORT/SPONSORSHIP ROOTS AND WINGS COMMUNITY SCHOOL HC 81 BOX 22 QUESTA NM 87556 850473217 501(C)3 29500 SUPPORT FOR EDUCATION AND EXPEDITIONARY LEARNING SERVICES ROTARIAN ACTION GROUP FOR PEACE 221 NM 2ND AVE SUITE 204 PORTLAND OR 97209 465281678 501(C)3 5000 CORE OPERATING SUPPORT SOCIETY OF THE MUSE OF THE SOUTHWEST PO BOX 3225 TAOS NM 87571 850309964 501(C)3 19972 CORE OPERATING SUPPORT, BUILDING CAMPAIGN, YOUNG WRITERS ST JAMES EPISCOPAL CHURCH FOOD PANTRY 5794 NDCBU TAOS NM 87571 850152901 501(C)3 8845 CORE OPERATING SUPPORT STRAY HEARTS PO BOX 622 TAOS NM 87571 850342062 501(C)3 5750 CORE OPERATING SUPPORT TALPA COMMUNITY CENTER HC 78 BOX 1011 4 ARCHULETA RD RANCHOS DE TAOS NM 87557 311608950 501(C)3 7000 CORE OPERATING SUPPORT, LIVING TREASURES PROGRAM TAOS CENTER FOR THE ARTS 133 PASEO DEL PUEBLO NORTE TAOS NM 87571 850113452 501(C)3 17485 CORE OPERATING SUPPORT TAOS COALITION TO END HOMELESSNESS PO BOX 1516 TAOS NM 87571 204495416 501(C)3 8000 CORE OPERATING SUPPORT TAOS LAND TRUST PO BOX 376 TAOS NM 87571 850418988 501(C)3 20600 CORE OPERATING SUPPORT/AGENCY FUND DISBURSEMENT TAOS MILAGRO ROTARY CLUB PO BOX 167 RANCHOS DE TAOS NM 87557 860927226 501(C)4 34117 CORE OPERATING SUPPORT/AGENCY FUND DISBURSEMENT/SCHOLARSHIPS/READING/PLANNING TAOS CHILDREN'S THEATRE PO BOX 1653 RANCHOS DE TAOS NM 87557 850448730 501(C)3 7000 CORE OPERATING SUPPORT TAOS MUNICIPAL SCHOOLS 310 CAMINO DE LA PLACITAS TAOS NM 87571 856000179 115 107702 STUDENT PROJECTS/RETREAT/MINDFULNESS/CLUB SUPPORT TAOS SWIM CLUB 407 PASEO DE CANON EAST TAOS NM 87571 204497760 501(C)3 7500 CORE OPERATING SUPPORT TAOS SCHOOL OF MUSIC PO BOX 2630 TAOS NM 87571 856012256 501(C)3 107702 CORE OPERATING SUPPORT/AGENCY FUND DISBURSEMENT TRUE KIDS 1 PO BOX 2301 RANCHOS DE TAOS NM 87557 271939161 501(C)3 10000 CORE OPERATING SUPPORT UNM TAOS 1157 COUNTY ROAD 110 RANCHOS DE TAOS NM 87557 856000642 115 5082 DISBURSEMENT ADULT LEARNING CENTER 1157 COUNTY RD 110 RANCHOS DE TAOS NM 87557 850275408 501(C)3 7767 CORE OPERATING SUPPORT YOUTH HEARTLINE PO BOX 1664 TAOS NM 87571 850397100 501(C)3 25750 CORE OPERATING SUPPORT, EMERGENCY FOSTER CARE SUPPORT 35 1 STUDENT SCHOLARSHIPS FOR POST-SECONDARY EDUCATION 14 102500 TEACHER GRANTS - TAOS SCHOOL DISTRICT 37 13678 PART I, LINE 2: GRANTS OF $1,500 OR MORE TO ORGANIZATIONS REQUIRE A FINAL REPORT. A STANDARD TEMPLATE GRANT AGREEMENT AND REPORT FORM ARE USED. TAOS COMMUNITY FOUNDATION MAY ALSO REQUEST A SITE VISIT TO ANY GRANTEE ORGANIZATION. ACCEPTANCE OF ANY GRANT FUNDS REQUIRES THAT THE ORGANIZATION AGREE THAT FUNDS WILL ONLY BE USED FOR CHARITABLE PURPOSES AS SPECIFIED BY THE INTERNAL REVENUE SERVICE. A WRITTEN REQUEST MUST BE SUBMITTED IN ADVANCE IF THE ORGANIZATION WISHES TO CHANGE THE PURPOSE OF THE GRANT OR IF THE FUNDS ARE NOT EXPECTED TO BE USED WITHIN THE NEXT 12 MONTHS. UPON SIGNING THIS CONTRACT, AN AGENCY STATES THAT IT AGREES TO NOTIFY TCF IF THERE IS ANY CHANGE IN PUBLIC CHARITY STATUS. 0 0 0 0 0 0 0 0 0 ELIZABETH CRITTENDEN-PALACIOS FORMER EXEC DIR (THROUGH 6/30/16) 192367 0 0 0 0 0 10545 0 6648 0 209560 0 0 0 X 11 192745 AVG HIGH/LOW MKT CONT. 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 -70,194. INTERANAL GRANT TRANSFER DIFFERENCE ADJUSTMENT 6,300. 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 0 0 0 0 0 0