2015-12-04T15:05:04-06:00 2015-06-30 910189318 MOSS ADAMS LLP 6565 AMERICAS PARKWAY NE STE 600 ALBUQUERQUE NM 87110 990 2014-07-01 850425147 THE TAOS COMMUNITY FOUNDATION INC TAOS 5757379300 PO BOX 1925 TAOS NM 875711925 ELIZABETH CRITTENDEN PALACIOS EXECUTIVE DIRECTOR 5757379300 2015-12-04 1 PAMELA ALEXANDERSON P01218925 5058787200 2014 2016-03-07 17:11:31Z ELIZABETH CRITTENDEN PALA 114 DES GEORGES LANE TAOS NM 87571 1215271 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 5 92 0 0 900226 586111 113188 216586 718173 202259 -17157 -15059 1714430 989897 695287 596668 0 0 270280 271975 0 0 11760 406690 318511 1372257 1187154 342173 -197257 7903845 7731268 3090427 3078566 4813418 4652702 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 989512 596668 216586 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. 989512 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 1 0 0 0 0 1 10 0 1 5 1 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 MITCHELL-DUNN CHAIR 0.50 X X 0 0 0 BILLY KNIGHT VICE CHAIR 0.50 X X 0 0 0 ANDREA SZEKERES SECRETARY 0.50 X X 0 0 0 ROBERT SHAW TREASURER 0.50 X X 0 0 0 JOHN HAMILTON BOARD MEMBER 0.50 X 0 0 0 GEORGE JARAMILLO BOARD MEMBER 0.50 X 0 0 0 SCOTT MCADAMS BOARD MEMBER 0.50 X 0 0 0 ELEANOR ROMERO 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 BETTY BACKER BOARD MEMBER 0.50 X 0 0 0 DAVE LAMBERT 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 16404 78112 0 16404 0 0 0 0 0 26219 559892 78984 586111 ADMINISTRATION FEES 541990 216586 216586 216586 151576 151576 260998 210315 50683 50683 50683 0 26219 15059 -15059 -15059 989897 216586 0 187200 541152 541152 55516 55516 95522 88011 4776 2735 125974 117021 6299 2654 2552 2367 128 57 31026 28777 1551 698 16901 15676 845 380 21980 21980 21408 21408 48511 47359 838 314 16053 14292 1174 587 21547 18431 1343 1773 15524 13972 1552 18213 16284 1929 5123 5123 1969 1806 163 OTHER FEES 144938 144938 DUES AND SUBSCRIPTIONS 2159 1619 540 EDUCATION AND TRAINING 931 698 140 93 155 155 1187154 989512 185882 11760 85361 91377 397748 337216 20000 100 100 34775 13100 3715 61998 52477 14644 9521 7182231 7123454 165271 156500 7903845 7731268 12237 3358 67651 80895 3010539 2994313 3090427 3078566 X -26543 -65934 962779 752405 3877182 3966231 4813418 4652702 7903845 7731268 X -197257 29086 7455 X 0 1 X 1 0 X 1464661 807804 874581 900226 586111 4633383 1464661 807804 874581 900226 586111 4633383 355069 4278314 83880 97618 98354 145203 151576 576631 5210014 695803 0.82120 0.77880 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 38 85 282323 919664 326117 438322 1686935 5804570 1 1 7089793 158033 223448 463842 7007432 7025479 -498843 969160 406003 7089793 6118493 348892 668195 110101 7025479 6047509 228032 78850 235898 6118493 5083982 404668 978954 420095 6047509 0.97000 0.03000 0 0 10723 4870 5853 51275 47607 3668 9521 FUNDS HELD AS AGENCY ENDOWMENTS 2837813 DEFERRED COMPENSATION 156500 2994313 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, 2015 OR 2014. 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, 2015 AND 2014. ACCORDINGLY, A PROVISION FOR INCOME TAXES HAS NOT BEEN ESTABLISHED IN THE ACCOMPANYING FINANCIAL STATEMENTS. THE FOUNDATION IS NO LONGER SUBJECT TO INCOME TAX EXAMINATIONS BY THE IRS FOR TAX YEARS THROUGH JUNE 30, 2011. RIDGE-A-THON 26219 26219 15059 1 26219 26219 15059 15059 -15059 1 ALL HANDS VOLUNTEERS 6 COUNTY RD MATTAPOISETT MA 02739 203414952 501 C 3 5000 0 1 GRANT FOR CORE SUPPORT AMIGOS BRAVOS PO BOX 238 TAOS NM 87571 850363268 501 C 3 6000 2 GRANTS FOR CORE SUPPORT BRIDGES PROJECT FOR EDUCATION PO BOX 308 TAOS NM 87571 850448942 501 C 3 9550 2 GRANTS FOR CORE SUPPORT NEW MEXICO HIGHLANDS UNIVERSITY - CENTER FOR THE EDUCATION AND STUDY OF DIV 1112 PLAZA DEL NORTE ESPANOLA NM 87532 856000406 75000 1 GRANT FOR BUILDING A LEARNING COMMUNITY PROJECT DREAM TREE PROJECT PO BOX 1677 TAOS NM 87571 850462470 501 C 3 5250 2 GRANTS FOR CORE SUPPORT HABITAT FOR HUMANITY OF TAOS PO BOX 1888 TAOS NM 87571 850405105 501 C 3 5250 2 GRANTS FOR CORE SUPPORT MOUNTAIN AMBULANCE SERVICES PO BOX 237 PENASCO NM 87553 850300501 501 C 3 5000 1 GRANT FOR CORE SUPPORT OF THE LA COMUNIDAD PROJECT NEW MEXICO FOUNDATION FOR HUMAN ENRICHMENT 1337 GUSDORF RD SUITE H TAOS NM 87571 870318984 501 C 3 32500 SUPPORT FOR A VIDEOGRAPHY PROJECT ON ARTIST AGNES MARTIN PAUL BASCH MEMORIAL FOUNDATION 1335 PASEO DEL PUEBLO SUR 305 TAOS NM 87571 861044567 501 C 3 5000 2 GRANTS FOR CORE SUPPORT RED RIVER VALLEY FOUNDATION PO BOX 452 RED RIVER NM 87558 850475721 501 C 3 49117 1 GRANT - FUND TRANSFER TO NEW 5013 RIVERS AND BIRDS PO BOX 819 ARROYO SECO NM 87514 850457644 501 C 3 10250 3 GRANTS FOR CORE SUPPORT TAOS CENTER FOR THE ARTS 133 PASEO DEL PUEBLO NORTE TAOS NM 87571 850113452 501 C 3 12959 7 GRANTS FOR CORE SUPPORT AND AN AGENCY FUND DISBURSEMENT TAOS COALITION TO END HOMELESSNESS PO BOX 1516 TAOS NM 87571 204495416 501 C 3 5825 2 GRANTS FOR CORE SUPPORT TAOS COMMUNITY FOUNDATION PO BOX 1925 TAOS NM 87571 850425147 501 C 3 99561 13 GRANTS FOR CORE SUPPORT/FOUNDATION SERVICES/WOMEN IN PHILANTHROPY TAOS MUNICIPAL SCHOOLS - THS CULINARY PROGRAM 134 CERVANTES TAOS NM 87571 5000 1 GRANT FOR CORE SUPPORT TAOS LAND TRUST PO BOX 376 TAOS NM 87571 850418988 501 C 3 7450 4 GRANTS FOR CORE SUPPORT AND BOARD DEVELOPMENT TAOS MILAGRO ROTARY CLUB PO BOX 167 RANCHOS DE TAOS NM 87557 860927226 501 C 4 10000 3 AGENCY FUND DISBURSEMENTS TAOS SCHOOL OF MUSIC PO BOX 2630 TAOS NM 87571 856012256 501 C 3 94268 3 GRANTS FOR CORE SUPPORT AND AN AGENCY FUND DISBURSEMENT TAOS SPORTS ASSOCIATES PO BOX 3011 TAOS NM 87571 850241076 501 C 3 15000 1 GRANT FOR ADAPTIVE SKI PROGRAM TEAM PRIDE 1743 CEDAR ST BERKELEY CA 94703 651197820 501 C 3 5000 1 GRANT FOR MARTIAL ARTS LEADERSHIP PROJECT UNM - ADULT LEARNING CENTER 1157 COUNTY RD 110 RANCHOS DE TAOS NM 87557 850275408 501 C 3 5000 2 GRANTS FOR CORE SUPPORT UNM FOUNDATION TWO WOODWARD CTR 700 LOMAS NE SUITE 108 ALBUQUERQUE NM 87102 850275408 501 C 3 5500 1 GRANT FOR DHLAWRENCE RANCH POSITION YOUTH HEARTLINE PO BOX 1664 TAOS NM 87571 850397100 501 C 3 5250 2 GRANTS FOR CORE SUPPORT RED WILLOW AGRICULTURAL CENTER PO BOX 2063 TAOS NM 87571 273196148 501 C 3 5250 2 GRANTS FOR CORE SUPPORT 24 0 SCHOLARSHIPS 7 29000 TEACHER GRANTS 67 26516 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 6 78984 AVG HIGH/LOW MKT CONT. 0 0 1 1 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 IT 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. FORM 990, PART XI, LINE 9: BOOK TAX DIFFERENCE AGENCY FUND ADJUSTMENT 7,455. 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 0 0 TAOS COMMUNITY FOUNDATION