2014-11-14T13:52:27-06:00 2014-06-30 910189318 MOSS ADAMS LLP 6565 AMERICAS PARKWAY NE STE 600 ALBUQUERQUE NM 87110 990 2013-07-01 850425147 THE TAOS COMMUNITY FOUNDATION INC TAOS 5757379300 PO BOX 1925 TAOS NM 875711925 ELIZABETH CRITTENDEN PALACIOS EXECUTIVE DIRECTOR 5757379300 2014-11-14 1 PAMELA ALEXANDERSON P01218925 5058787200 2013 2015-11-30 17:44:51Z ELIZABETH CRITTENDEN PALA 114 DES GEORGES LANE TAOS NM 87571 4057729 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. 13 13 6 87 0 0 874581 900226 95682 113188 234428 718173 -15547 -17157 1189144 1714430 382455 695287 0 0 249717 270280 0 0 12853 295754 406690 927926 1372257 261218 342173 7142696 7903845 2725516 3090427 4417180 4813418 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 1160151 695287 113188 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. 1160151 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 14 0 1 6 1 0 0 0 0 0 1 1 0 0 0 0 0 0 0 X 13 13 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 NM 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 BT COLEMAN 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 53077 847149 81384 900226 ADMINISTRATION FEES 541990 113188 113188 113188 145203 145203 2873810 4972 2293812 12000 579998 -7028 572970 572970 20330 53077 37487 -17157 -17157 1714430 113188 0 701016 629015 629015 66272 66272 95522 88011 4776 2735 124086 115278 6204 2604 2552 2367 128 57 31991 29672 1599 720 16129 14960 806 363 21540 21540 21389 21389 63279 61558 1207 514 28788 26633 1437 718 27694 24206 1448 2040 42674 41162 1512 31963 29980 1983 4966 4966 701 650 51 OTHER FEES 155193 155193 DUES AND SUBSCRIPTIONS 4284 3253 1031 BAD DEBT EXEPENSE 2915 2915 EDUCATION AND TRAINING 915 694 133 88 389 85 304 1372257 1160151 199253 12853 71233 85361 529334 397748 9335 20000 100 100 46775 34775 3715 61998 47354 19610 14644 6324600 7182231 141709 165271 7142696 7903845 2502 12237 73320 67651 2649694 3010539 2725516 3090427 X -586103 -26543 2924720 962779 2078563 3877182 4417180 4813418 7142696 7903845 X 342173 391348 -337283 X 0 1 X 1 0 X 1648588 1464661 807804 874581 900226 5695860 1648588 1464661 807804 874581 900226 5695860 879176 4816684 63503 83880 97618 98354 145203 488558 6184418 565601 0.77880 0.77370 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 37 89 546873 1644722 343046 412436 1662176 5955269 1 1 7025479 -498843 969160 406003 7089793 6118493 348892 668195 110101 7025479 6047509 228032 78850 235898 6118493 5083982 404668 978954 420095 6047509 4048854 891285 470675 253654 73180 5083980 0.95000 0.05000 0 0 10723 4155 6568 51275 43199 8076 14644 FUNDS HELD AS AGENCY ENDOWMENTS 2845268 DEFERRED COMPENSATION 165271 3010539 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, 2014 OR 2013. 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, 2014 AND 2013. 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, 2010. RIDGE-A-THON 30951 30951 11899 BUCKAROO BALL 21855 5185 16670 2524 1848 1 20601 16941 3660 13527 7689 73407 53077 20330 16051 21436 37487 -17157 1 ALL HANDS VOLUNTEERS 6 COUNTY RD SUITE 6 MATTAPOISETT MA 02739 203414952 501 (C ) 3 5000 CORE SUPPORT GRANT BIG BROTHERS BIG SISTERS OF NORTHERN NEW MEXICO 1229 SOUTH ST FRANCIS DR SANTA FE NM 87505 850276498 501 (C ) 3 10250 3 CORE SUPPORT GRANTS BRIDGES PROJECT FOR EDUCATION PO BOX 308 TAOS NM 87571 850448942 501 (C ) 3 10250 3 CORE SUPPORT GRANTS CENTER FOR EDUCATION AND STUDY OF DIVERSE POPULATI 1112 PLAZA DEL NORTE ESPANOLA NM 87532 75000 BUILDING A LEARNING COMMUNITY AT MESA VISTA CONSOLIDATED SCHOOL DISTRICT COMMUNITY AGAINST VIOLENCE PO BOX 169 TAOS NM 87571 850285504 501 (C ) 3 5000 CORE SUPPORT GRANT DREAMTREE PROJECT PO BOX 1677 TAOS NM 87571 850462470 501 (C ) 3 5000 CORE SUPPORT GRANT EQUINE SPIRIT SANCTUARY 13 LOS CABALLOS RD RANCHOS DE TAOS NM 87557 203373965 501 (C ) 3 14993 4 CORE SUPPORT GRANTS; FRIENDS OF ANANSI CHARTER SCHOOL PO BOX 1709 EL PRADO NM 87529 203888020 501 (C ) 3 10000 GRANT FOR NEW SCHOOL BUILDING FUND HUMAN RESOURCE DEVELOPMENT CENTER PO BOX 913 TAOS NM 87571 850374114 501 (C ) 3 10000 2 GRANTS FOR GIRLS CIRCLE PROJECT AT TAOS MIDDLE SCHOOL UNM FOUNDATION (HARWOOD MUSUEM OF ART) 238 LEDOUX ST TAOS NM 87571 850275408 501 (C ) 3 5000 CORE SUPPORT GRANT FOR MILLICENT ROGERS MUSEUM PO BOX 1210 TAOS NM 87571 136161708 501 (C ) 3 5000 CORE SUPPORT GRANT NEW MEXICO FOUNDATION FOR HUMAN ENRICHMENT 1337 GUSDORF RD SUITE H TAOS NM 87571 850318984 501 (C ) 3 25000 VIDEO DOCUMENTARY ON DROUGHT IN NORTHERN NEW MEXICO NEW MEXICO MESA 2808 CENTRAL SE SUITE 122 ALBUQUERQUE NM 87106 850371954 501 (C ) 3 5000 CORE SUPPORT GRANT NONVIOLENCE WORKS PO BOX 2238 TAOS NM 87571 261486393 501 (C ) 3 5000 CORE SUPPORT GRANT NORTHERN NEW MEXICO BIRTH CENTER 1331 MAESTAS RD TAOS NM 87571 850283539 501 (C ) 3 5000 CORE SUPPORT GRANT RED WILLOW CENTER PO BOX 2063 TAOS NM 87571 273196148 501 (C ) 3 23000 2 GRANTS FOR CORE SUPPORT AND AN ART/ENVIRONMENTAL GRANT RIVERS AND BIRDS PO BOX 819 ARROYO SECO NM 87514 850457644 501 (C ) 3 5000 CORE SUPPORT FOR YOUTH SUMMER PROGRAM ROCKY MOUNTAIN YOUTH CORPS PO BOX 1960 RANCHOS DE TAOS NM 87557 850404817 501 (C ) 3 5750 3 GRANTS FOR CORE SUPPORT AND A FINANCIAL LITERACY WORKSHOP SANTA FE COMMUNITY FOUNDATION 501 HALONA ST SANTA FE NM 87505 850303044 501 (C ) 3 5000 SUPPORT OF THE 2014 GIVE GRANDE STATEWIDE EVENT TAOS CENTER FOR THE ARTS 133 PASEO DEL PUEBLO NORTE TAOS NM 87571 850113452 501 (C ) 3 5000 CORE SUPPORT GRANT TAOS COALITION TO END HOMELESSNESS PO BOX 1516 TAOS NM 87571 204495416 501 (C ) 3 11900 4 CORE SUPPORT GRANTS TAOS LAND TRUST PO BOX 3076 TAOS NM 87571 850418988 501 (C ) 3 52107 7 GRANTS FOR CORE SUPPORT, AGENCY DISBURSEMENT, LEADERSHIP TRANSISTION TAOS SCHOOL OF MUSIC INC PO BOX 2630 TAOS NM 87571 856012256 501 (C ) 3 87768 AGENCY FUND DISBURSEMENT TEAM PRIDE 1667 FULTON ST A SAN FRANCISCO CA 94117 651197820 501 (C ) 3 12246 2ND YEAR SUPPORT FOR TAEKWONDO LEADERSHIP PROGRAM UNM FOUNDATION (ADULT LEARNING CENTER-TAOS) 1157 COUNTY RD 110 RANCHOS DE TAOS NM 87557 850275408 501 (C ) 3 16250 4 GRANTS FOR THE TAOS ADULT LEARNING CENTER AND A FINANCIAL LITERACY WORKSHO YOUTH HEARTLINE PO BOX 1664 TAOS NM 87571 850397100 501 (C ) 3 10000 FOSTER CARE SUPPORT PROJECT 25 1 SCHOLARSHIPS 9 33500 TEACHER GRANTS 66 32772 PART I, LINE 2: GRANTS OF $1,000 OR MORE TO INDIVIDUALS OR ORGANIZATIONS ARE REQUIRED TO HAVE A SITE VISIT AND A FINAL GRANT REPORT SUBMITTED, WHICH IS A STANDARD REPORT TEMPLATE. THE GRANTS OFFICER MAY REQUEST A SITE VISIT AT OTHER TIMES, DEPENDING ON 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 10 291 FAIR MARKET VALUE X 541 FAIR MARKET VALUE X 2 78394 FAIR MARKET VALUE X FURNITURE 7 1151 FAIR MARKET VALUE X MISCELLANEOUS 85 1007 FAIR MARKET VALUE 0 1 1 PART I, LINE 32B: ART RECEIVED BY DONATION IS HELD ON CONSIGNMENT IN GALLERIES. 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 -337,283. 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