2017-02-13T09:42:46-06:00 2016-06-30 910189318 Moss Adams LLP 6565 Americas Parkway NE Ste 600 Albuquerque NM 87110 990 2015-07-01 850425147 The Taos Community Foundation Inc TAOS 5757379300 PO Box 1925 Taos NM 875711925 Lisa O'Brien Foundation DIRECTOR 5757379300 2017-01-25 1 Pamela Alexanderson P01218925 5058787200 2015 2021-01-29 14:40:06Z Lisa O'Brien 114 DES GEORGES LANE TAOS NM 87571 1700326 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 5 92 0 0 586111 1132526 216586 161812 202259 396080 -15059 -31509 989897 1658909 596668 629885 0 0 271975 279030 0 0 13390 318511 382282 1187154 1291197 -197257 367712 7731268 7776706 3078566 2994887 4652702 4781819 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 1089190 629885 161812 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 CONVENINGAND LEADING COMMUNITY COLLABORATION EFFORTS. 1089190 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 1 0 0 0 1 1 0 0 0 1 11 0 1 5 1 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 ROBERT SHAW chair 0.50 X X 0 0 0 JOHN HAMILTON vice chair 0.50 0.50 X X 0 0 0 DAVE LAMBERT secretary 0.50 X X 0 0 0 George Jaramillo treasurer 0.50 X X 0 0 0 scott mcadams Thru 2-2-16 board member 0.50 X 0 0 0 LAURIE MITCHELL-DUNN board member 0.50 X 0 0 0 BILLY KNIGHT board member 0.50 X 0 0 0 ANDREA SZEKERES board member 0.50 X 0 0 0 WANDA LUCERO board MEMBER 0.50 X 0 0 0 BEN MADDOX BOARD MEMBER 0.50 X 0 0 0 VERNON LUJAN BoaRD MEMBER 0.50 X 0 0 0 ELIZABETH CRITTENDEN-PALACIOS EXECUTIVE DIRECTOR 40.00 X 78112 0 17410 78112 0 17410 0 0 0 0 0 103567 1028959 186024 1132526 ADMINISTRATION FEES 541990 161812 161812 161812 251993 251993 153995 9908 144087 144087 144087 0 103567 31509 -31509 -31509 1658909 161812 0 364571 566512 566512 63373 63373 95522 88011 4776 2735 127795 118665 6390 2740 2552 2367 128 57 35628 33045 1781 802 17533 16262 877 394 13497 13497 26860 26860 22641 22641 71459 69420 1279 760 36667 34399 1512 756 38137 34806 1434 1897 16463 14817 1646 18320 15914 2406 3651 3651 1650 1485 165 Other Fees 126668 126668 Education and TRAINING 2766 2074 415 277 DUES AND SUBSCRIPTIONS 2264 1698 566 1239 50 1189 1291197 1089190 188617 13390 91377 324978 337216 129863 100 100 13100 24875 3396 61998 56128 9521 5870 7123454 7132478 156500 155146 7731268 7776706 3358 11287 80895 53300 2994313 2930300 3078566 2994887 X -65934 -189578 752405 506427 3966231 4464970 4652702 4781819 7731268 7776706 X 367712 -301254 62659 X 0 1 X 1 0 X 807804 874581 900226 586111 1132546 4301268 807804 874581 900226 586111 1132546 4301268 631506 3669762 97618 98354 145203 151576 251993 744744 5046012 745982 0.72730 0.82120 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 42 77 734571 799521 303521 471031 2175260 5381714 1 1 1 7007432 538957 80074 291695 1655 133277 7199836 7089793 158033 223448 463842 7007432 7025479 -498843 969160 406003 7089793 6118493 348892 668195 110101 7025479 6047509 228032 78850 235898 6118493 0.99140 0.00860 0 0 10723 5585 5138 51275 50543 732 5870 FUNDS HELD AS AGENCY ENDOWMENTS 2775154 DEFERRED COMPENSATION 155146 2930300 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, 2016 OR 2015. 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, 2016 AND 2015. ACCORDINGLY, A PROVISION FOR INCOME TAXES HAS NOT BEEN ESTABLISHED IN THE ACCOMPANYING FINANCIAL STATEMENTS. Ridge-a-thon 103567 103567 964 30545 1 103567 103567 964 30545 31509 -31509 1 Amigos Bravos PO Box 238 Taos NM 87571 850363268 501( c ) 3 9246 Core Operating Support / Agency Fund Disbursement Bridges Project for Education PO Box 308 Taos NM 87571 850448942 501( c ) 3 14182 Core Operating Support Dreamtree Project PO Box 1677 Taos NM 87571 850462470 501( c ) 3 7240 Core Operating Support Equine Spirit Sanctuary 13 Los Caballos Rd Ranchos de Taos NM 87557 203373965 501( c ) 3 22000 Core Operating Support Field Institute of Taos PO Box 486 Arroyo Seco NM 87514 850442587 501( c ) 3 18223 Core Operating Support 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 5069 Core Operating Support Taos Youth Music School PO Box 596 Taos NM 87571 260352422 501( c ) 3 9400 Core Operating Support NM Foundation for Human Enrichment 1337 Gustorf Rd Taos NM 87571 850318984 501( c ) 3 30000 Agnes Martin Documentary Project Rivers and Birds PO Box 819 Arroyo Seco NM 87571 850457644 501( c ) 3 7250 Core Operating Support Shared Table PO Box 895 Ranchos de Taos NM 87557 362167071 501( c ) 3 6400 Core Operating Support Society of the Muse of the Southwest PO Box 3225 Taos NM 87571 850309964 501( c ) 3 5500 Core Operating Support Taos Land Trust PO Box 376 Taos NM 87571 850418988 501( c ) 3 21317 Core Operating Support / Agency Fund Disbursement Taos Milagro Rotary Club PO Box 1677 Ranchos de Taos NM 87557 860927226 501( c ) 4 11276 Core Operating Support / Agency Fund Disbursement Adult Learning Center 1157 County Rd 110 Ranchos de Taos NM 87557 850275408 501( c ) 3 8995 Core Operating Support VFW Post 7688 PO Box 782 Questa NM 87556 856014779 501( c ) 3 9000 Winterization Project for VFW Building Youth Heartline PO Box 1664 Taos NM 87571 850397100 501( c ) 3 25750 Core Operating Support, Emergency Foster Care 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 SMU (Budd Center) PO Box 750402 Dallas TX 75275 750800689 501( c ) 3 35000 Taos School Zone Special Project Taos School of Music PO Box 2630 Taos NM 87571 856012256 501( c ) 3 92841 Core Operating Support / Agency Fund Disbursement taos sports associates po box 3011 taos NM 87571 850241076 501( c ) 3 15000 core operating support 20 1 teacher grants - taos mesa vista school dsitrict 58 23873 student scholarships for post-secondary education 15 39500 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 1 55000 Appraisal/tax form X 1066 sale price of items X 11 129958 AVG HIGH/LOW MKT CONT. 1 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 11 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 2013. 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 ORGANIZATIONS WEBSITE and ON THE NEW MEXICO ATTORNEY GENERAL'S WEBSITE. Form 990, Part XI, line 9: Book tax difference agency fund adjustment 62,659. 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 11a, I taos community foundation 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0