2012-11-14T15:29:59-06:00 2012-06-30 910189318 MOSS ADAMS LLP 6100 UPTOWN BLVD NE STE 400 ALBUQUERQUE NM 87110 990 2011-07-01 850425147 THE TAOS COMMUNITY FOUNDATION INC TAOS 5757379300 PO BOX 1925 TAOS NM 875711925 ELIZABETH CRITTENDEN PALACIOS 5757379300 2012-11-13 1 PAMELA ALEXANDERSON P01218925 5058787200 2011 2016-02-24 21:20:13Z ELIZABETH CRITTENDEN PALA 114 DES GEORGES LANE TAOS NM 87571 1715571 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 5 37 0 0 1464661 807804 66547 87946 88582 90810 7088 24686 1626878 1011246 317279 457712 0 0 228494 248050 0 0 27876 590710 295842 1136483 1001604 490395 9642 6548906 6503900 2564453 2551402 3984453 3952498 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 932552 457712 87946 GRANTS ARE MADE FROM DONOR ADVISED, DESIGNATED, ENDOWMENT, SCHOLARSHIP,DISCRETIONARY, AND EMERGENCY FUNDS, TO LOCAL NONPROFIT ORGANIZATIONS INTHE ARTS, CIVIC AFFAIRS, EDUCATION, ENVIRONMENT, AND HEALTH AND HUMANSERVICES. PROGRAM SERVICES INCLUDE GRANTS MANAGEMENT, TECHNICALASSISTANCE TRAINING FOR LOCAL NONPROFIT ORGANIZATIONS, AND CONVENINGAND LEADING COMMUNITY COLLABORATION EFFORTS. 932552 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 0 0 0 0 0 0 0 0 0 0 1 0 0 0 1 0 0 0 0 0 1 8 0 1 5 1 0 0 0 0 0 1 1 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 0 1 1 0 NM X X X THE ORGANIZATION 5757379300 PO BOX 1925 TAOS NM 875711925 BETTY BACKER 0.50 X X 0 0 0 BT COLEMAN 0.50 X X 0 0 0 LAURIE MITCHELL-DUNN 0.50 X X 0 0 0 JOHN HAMILTON 0.50 X 0 0 0 BILLY KNIGHT 0.50 X 0 0 0 SCOTT MCADAMS 0.50 X 0 0 0 LESLEE PETERSEN 0.50 X 0 0 0 WANDA LUCERO 0.50 X X 0 0 0 ELEANOR ROMERO 0.50 X 0 0 0 BOB SHAW 0.50 X 0 0 0 ANDREA SZEKERES 0.50 X 0 0 0 MAIJA WEST 0.50 X 0 0 0 ELIZABETH CRITTENDEN-PALACIOS 40.00 X 76610 0 17636 76610 0 17636 0 0 0 0 0 2125 805679 117721 807804 ADMINISTRATION FEES 541990 87946 87946 87946 97618 97618 684028 690836 -6808 -6808 -6808 38175 2125 13489 24686 24686 1011246 87946 0 115496 457712 457712 96684 88949 4834 2901 116199 107596 5810 2793 2704 2515 135 54 16875 15691 844 340 15588 14458 779 351 667 667 17815 16925 534 356 16413 16413 14063 12218 1431 414 23749 19856 1778 2115 14152 12737 1415 23806 19045 4761 5716 5716 2051 1846 205 ADMINISTRATION AND SPEC 83363 54186 20841 8336 INKIND EXPENSE 71855 68262 3593 MARKETING EXPENSE 15154 12881 1515 758 DUES AND SUBSCRIPTIONS 3589 2692 897 3449 2187 1055 207 1001604 932552 41176 27876 179578 170579 351722 414450 65000 3528 100 100 22925 21225 2707 56080 36005 13010 20075 5821695 5762248 94876 108988 6548906 6503900 10529 7714 107837 59198 2446087 2484490 2564453 2551402 X 315679 -144642 1748681 2191390 1920093 1905750 3984453 3952498 6548906 6503900 X 9642 -41597 X 0 1 1 X 0 X 656531 911629 1648588 1464661 807804 5489213 656531 911629 1648588 1464661 807804 5489213 753408 4735805 50421 36454 63503 83880 97618 331876 86504 86366 45104 38175 256149 6077238 285446 0.77930 0.69980 X SCHEDULE A, PART II, LINE 10, EXPLANATION OF OTHER INCOME: FUNDRAISING GROSS INCOME LESS CONTRIBUTIONS RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 29 68 193672 434238 153721 341455 1377005 5020104 1 1 6047509 228032 78850 235898 6118493 5083982 404668 978954 420095 6047509 4048854 891285 470675 253654 73180 5083980 5167594 134284 -1099152 89234 64638 4048854 0.30000 0.70000 0.00000 0 0 10723 6448 4275 45357 29557 15800 20075 FUNDS HELD AS AGENCY ENDOWMENTS 2375537 DEFERRED COMPENSATION 108953 2484490 1011246 1001604 9642 -41597 -41597 -31955 983138 -41597 13489 -28108 1011246 0 1011246 1015093 13489 13489 1001604 0 1001604 DESCRIPTION OF INTENDED USE OF ENDOWMENT FUNDS: 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. DESCRIPTION OF UNCERTAIN TAX POSITIONS UNDER FIN 48: PART X: 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, 2012 OR 2011. 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, 2012 AND 2011. 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, 2009. PART XII, LINE 2D- OTHER ADJUSTMENTS: FUNDRAISING EXPENSE OF $13489 PART XIII: LINE 2D- OTHER ADJUSTMENTS: FUNDRAISING EXPENSE OF $13489 RIDGE-A-THON 22847 22847 8884 BUCK A ROO BALL 17453 2125 15328 4605 40300 2125 38175 13489 13489 24686 1 TAOS SCHOOL OF MUSIC PO BOX 2630 TAOS NM 87571 856012256 501(C)(3) 45000 PROGRAM ACTIVITIES AND OPERATING EXPENSES RIVERS AND BIRDS INC PO BOX 820 ARROYO SECO NM 87514 850457644 501(C)(3) 5000 PROGRAM ACTIVITIES AND OPERATING EXPENSESPROGRAM ACTIVITIES AND OPERATING EXPENSES SHAKESPEARE & COMPANY 70 KEMBLE ST LENOX MA 01240 042666826 501(C)(3) 10000 PROGRAM ACTIVITIES AND OPERATING EXPENSES WORKING ON WELLNESS HCR 74 BOX 22008 EL PRADO NM 87529 274280374 501(C)(3) 21960 PROGRAM ACTIVITIES AND OPERATING EXPENSES RED WILLOW CENTER PO BOX 1846 TAOS NM 87571 273196148 501(C)(3) 143603 PROGRAM ACTIVITIES AND OPERATING EXPENSES EQUINE SPIRIT SANCTUARY 283 CUCHILLA ROAD RANCHO DE TAOS NM 87557 203373965 501(C)(3) 5000 PROGRAM ACTIVITIES AND OPERATING EXPENSES UNM- TAOS 1157 COUNTY ROAD 110 RANCHO DE TAOS NM 87557 STATE OF NEW MEXICO 5626 PROGRAM ACTIVITIES AND OPERATING EXPENSES 7 0 PROCEDURE FOR MONITORING GRANTS IN THE U.S.: PART I, LINE 2: SCHEDULE I, PART I, LINE 2: GRANTS OF $1,000 OR MORE 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 70155 FAIR MARKET VALUE X 1 47566 FAIR MARKET VALUE 0 0 0 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. FORM 990, PART VI, SECTION B, LINE 15 IN DETERMINING COMPENSATION FOR OFFICERS AND KEY EMPLOYEES, AND INDEPENDENT REVIEW WITH COMPARABILITY DATA IS PERFORMED AND THE PROCESS IS DOCUMENTED. 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 AVAILABLE ON THE FOUNDATIONS'S WEBSITE AND HARD COPIES ARE AVAILABLE ON REQUEST. CHANGES IN NET ASSETS OR FUND BALANCES: FORM 990, PART XI, LINE 5: NET UNREALIZED LOSSES ON INVESTMENTS: -41,597. TAOS FOUNDATION FOR PROPERTY GIFTS INC PO BOX 1925 TAOS NM 87571 270998249 TO ACCEPT AND LIQUIDATE REAL ESTATE FITS FOR THE BENEFIT OF THE FOUNDATION NM 0 0