2018-05-09T18:15:21-05:00 2017-06-30 910189318 Moss Adams LLP 6565 Americas Parkway NE Ste 600 Albuquerque NM 87110 990 2016-07-01 850425147 The Taos Community Foundation Inc TAOS 5757379300 PO Box 1925 Taos NM 875711925 Lisa O'Brien Foundation DIRECTOR 5757379300 2018-05-09 1 Pamela Alexanderson P01218925 5058787200 2018-05-09 2016 2022-09-23 18:48:47Z Lisa O'Brien 115 La Posta Rd Suite A TAOS NM 87571 3604323 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. 14 14 5 88 0 0 1132526 2656312 161812 169979 396080 329706 -31509 -16211 1658909 3139786 629885 518433 0 0 279030 297239 0 0 15934 382282 612757 1291197 1428429 367712 1711357 7776706 10174236 2994887 3148575 4781819 7025661 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, convening area residents to discuss issues of critical importance to the community, and providing leadership for key community initiatives. 30,000 people served. 0 0 980449 518433 169979 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. 980449 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 15 0 1 5 1 0 0 0 0 0 0 0 0 0 0 0 0 0 X 14 14 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 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 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 Billy Knight Board Member (Through 06/30/17) 0.50 X 0 0 0 Wanda Lucero Board Member (Through 06/30/17) 0.50 X 0 0 0 Lisa O'Brien Executive Director 50.00 X 57566 0 10104 ELIZABETH CRITTENDEN-PALACIOS EXECUTIVE DIRECTOR (Through 06/30/16) 0.00 X 78112 0 14468 135678 0 24572 0 0 0 0 0 31450 2624862 303419 2656312 ADMINISTRATION FEES 541990 169979 169979 169979 187981 187981 590051 448326 141725 141725 141725 0 31450 16211 -16211 -16211 3139786 169979 0 313495 483933 483933 34500 34500 144516 133030 7226 4260 95852 89132 4793 1927 1560 1447 78 35 23215 21532 1161 522 32096 29769 1605 722 16565 16565 23267 23267 22814 22814 57612 54970 1527 1115 30960 27468 2328 1164 24319 21503 1532 1284 16601 14920 1681 15535 13869 1666 1815 1815 1858 1704 154 Other Fees 363589 363589 DUES AND SUBSCRIPTIONS 12088 10189 1899 Repairs and Maintenance 11352 10216 568 568 Education and TRAINING 8675 6744 1159 772 5707 894 4813 1428429 980449 432046 15934 324978 329349 129863 128123 100 100 24875 24875 3396 2341 120218 57944 5870 62274 7132478 9462260 155146 164914 7776706 10174236 11287 32631 53300 130000 2930300 2985944 2994887 3148575 X -189578 37257 506427 1349030 4464970 5639374 4781819 7025661 7776706 10174236 X 1711357 578361 -45876 X 0 1 X 1 0 X 874581 900226 586111 1132546 2656312 6149776 874581 900226 586111 1132546 2656312 6149776 1693472 4456304 98354 145203 151576 251993 187981 835107 6984883 789840 0.63800 0.72730 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 45 73 540882 1748835 237232 491651 2615142 7231549 1 1 7199836 1188654 858924 280288 22274 148626 8796226 7007432 538957 80074 291695 1655 133277 7199836 7089793 158033 223448 463842 7007432 7025479 -498843 969160 406003 7089793 6118493 348892 668195 110101 7025479 0.00300 0.96200 0.03500 0 0 68943 6669 62274 51275 51275 0 62274 FUNDS HELD AS AGENCY ENDOWMENTS 2821030 DEFERRED COMPENSATION 164914 2985944 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, 2017 OR 2016. 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, 2017 AND 2016. ACCORDINGLY, A PROVISION FOR INCOME TAXES HAS NOT BEEN ESTABLISHED IN THE ACCOMPANYING FINANCIAL STATEMENTS. Ridge-a-thon 31450 31450 16211 1 31450 31450 16211 16211 -16211 1 HEART OF TAOS PO Box 613 Taos NM 87571 811295908 501(c)3 6750 Core Operating Support/Womens and Children Winter Clothing Santa Fe Ski Team PO Box 23747 Santa Fe NM 87502 850328887 501(c)3 5400 Race Timing Equipment Oo-Oonah Art Center PO Box 1853 Taos NM 87571 822689296 57200 Core Operating Support Taos Center for the Arts 133 Paseo del Pueblo Taos NM 87571 850113452 501(c)3 7486 Core Operating Support/Agency Disbursement Taos Milagro Rotary Club PO Box 1677 Ranchos de Taos NM 87557 860927226 501(c) 4 24561 Core Operating Support/Agency Disbursement/Chile Challenge Event Sponsorship Ed and Study of Diverse Populations (NM Highlands University ) 1112 Plaza Del Norte Espanola NM 87532 856000406 501(c)3 75000 Building a Learning Community Project Taos Land Trust PO Box 376 Taos NM 87571 850418988 501(c)3 26615 Core Operating Support/Agency Fund Disbursement Taos Sports Associates PO Box 3011 Taos NM 87571 850241076 501(c)3 5000 Special Needs Ski Program Taos School of Music PO Box 2630 Taos NM 87571 856012256 501(c)3 195845 Core Operating Support/ Agency Disbursement Taos Municpal School District 13100 Activity Fund/Culinary Arts Program/Teacher Birthday Celebration/Mindfulness All Hands Volunteers 6 County Road Suite 6 Mattapoisett MA 02739 203414952 501(c)3 10000 Core Operating Support 8 3 Student Scholarships for Post Secondary Education 9 34500 Part I, Line 2: GGrants 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 630 sale price of items X 11 302789 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 has not changed since the prior year and was last completed in 2017. 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 -45,876. 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