2011-01-10T19:36:08-06:00 2010-06-30 PORCH & ASSOCIATES LLC 10612 ROYAL BIRKDALE NE ALBUQUERQUE NM 87111 990 2009-07-01 850425147 THE TAOS COMMUNITY FOUNDATION INC TAOS 5757379300 PO BOX 1925 TAOS NM 875711925 ELIZABETH CRITTENDEN PALACIOS 5757379300 2011-01-10 1 THAD E PORCH CPA 5059342452 X 2009 2016-02-24 21:20:13Z ELIZABETH CRITTENDEN PALA 114 DES GEORGES LANE TAOS NM 87571 7382410 0 X WWW.TAOSCF.ORG X 1994 NM THE FOUNDATION'S MISSION IS TO IMPROVE THE QUALITY OF LIFE FOR PEOPLE IN THE COMMUNITIES WE SERVE BY ENCOURAGING PERMANENT CHARITABLE GIVING. TO FULFILL THAT MISSION, THE FOUNDATION CREATES PERMANENT FUNDS, PRUDENTLY INVESTS THOSE FUNDS, AND MAKES GRANTS FROM THE INVESTMENTS TO NONPROFIT ORGANIZATIONS IN TAOS AND WESTERN COLFAX COUNTIES. 12 12 4 35 0 0 911629 1648588 51367 0 -226279 189328 44665 38318 781382 1876234 166814 136443 0 231928 229887 0 10472 628405 530044 1027147 896374 -245765 979860 4009537 5140230 2037898 2145823 1971639 2994407 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 867891 136443 1734954 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. 867891 1 1 0 0 1 0 0 0 1 1 1 0 0 0 0 0 0 0 1 0 0 1 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 1 13 0 1 4 1 0 0 0 0 0 1 1 0 0 0 0 0 0 0 0 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 GEORGE BORNSTEIN 1.00 X 0 0 0 SCOTT MCADAMS 1.00 X 0 0 0 WANDA QUINTANA 1.00 X 0 0 0 LAURIE MITCHELL SHERWOOD 1.00 X 0 0 0 BILLY KNIGHT 1.00 X 0 0 0 LESLEE PETERSEN 1.00 X 0 0 0 ELEANOR ROMERO 1.00 X 0 0 0 ANN TRAKIMAS 1.00 X 0 0 0 ELIZABETH CRITTENDEN PAL 40.00 X 74014 0 27845 LAWRENCE BERKOWITZ 4.00 X 0 0 0 BETTY BACKER 4.00 X 0 0 0 BT COLEMAN 4.00 X 0 0 0 74014 0 27845 0 0 0 0 0 1648588 419688 1648588 63503 63503 5583953 5458128 125825 125825 125825 86366 48048 38318 38318 1876234 0 0 227646 136443 136443 75108 67597 4506 3005 106097 95488 6366 4243 10374 9337 622 415 23829 21446 1430 953 14479 13031 869 579 1585 1585 16721 15049 1003 669 2803 2523 168 112 17975 17106 869 6235 6036 199 4341 3907 260 174 2644 2571 73 INKIND EXPENSE 395139 395139 MISCELLANEOUS SERVICES 24412 24196 216 MARKETING 13677 13182 495 INVESTMENT SERVICES 12128 12128 SUPPLIES 9771 9704 67 22613 21423 868 322 896374 867891 18011 10472 84087 112000 217925 216380 14692 275 3496 15600 6500 1898 1163 43298 26206 21433 17092 3614370 4698685 54857 69314 4009537 5140230 7007 15222 30550 30000 2000341 2100601 2037898 2145823 X 204335 694404 519293 992451 1248011 1307552 1971639 2994407 4009537 5140230 X 0 1 1 X 0 X 536974 716101 759290 911983 1648588 4572936 536974 716101 759290 911983 1648588 4572936 361078 4211858 62056 50315 50421 36454 63503 262749 4835685 352855 0.87100 0.83230 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 27 114694 107781 1393495 1 1 1945484 38942 255432 184033 24538 2031287 2551890 33539 -585555 31655 22735 1945484 0 0 8879 2918 5961 34419 23288 11131 17092 FUNDS HELD AS AGENCY ENDOWMENTS 2031287 DEFERRED COMPENSATION 69314 2100601 1876234 896374 979860 42908 42908 1022768 1967190 42908 48048 90956 1876234 0 1876234 944422 48048 48048 896374 0 896374 Part XII, Line 2d - Other Adjustments: SPECIAL EVENT EXPENSE Part XIII, Line 2d - Other Adjustments: SPECIAL EVENT EXPENSE RIDGE-A-THON 21922 21922 14931 TAOS PUBLIC EDUCATION 49134 23884 25250 30067 2 15310 15310 86366 45806 40560 44998 44998 -4438 1 KIDS 350 5TH AVENUE SUITE 3801 NEW YORK NY 10118 133300271 5000 PROGRAM ACTIVITIES AND OPERATING EXPENSES TAOS PUEBLO DAY SCHOOL PO BOX 985 EL PRADO NM 87529 850197413 21960 PROGRAM ACTIVITIES AND OPERATING EXPENSES NEPALESE YOUTH OPPORTUNITY FUND 3030 BRIDGEWAY saUSALITO CA 94965 680224596 6000 PROGRAM ACTIVITIES AND OPERATING EXPENSES TAOS MUNICIPAL SCHOOLS 213 PASEO DEL CANON TAOS NM 87571 856000179 8650 PROGRAM ACTIVITIES AND OPERATING EXPENSES TAOS CENTER FOR THE ARTS 133 PASEO DEL PUEBLO NORTE TAOS NM 87571 850112452 5000 PROGRAM ACTIVITIES AND OPERATING EXPENSES 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 LEADERSHIOP, CONCERNS OF THE AGENCIES 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 408773 FAIR MARKET VALUE X 1 16367 FAIR MARKET VALUE 0 0 0 Form 990, Part VI, Section B, line 11 THE FORM 990 IS REVIEWED BY THE TREASURER AND THE FINANCE COMMITTEE 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 AVAILABLE ON THE FOUNDATION'S WEBSITE AND HARD COPIES ARE AVAILABLE ON REQUEST. FORM 990, PART XI, LINE 2C, OVERSIGHT OF THE AUDIT: THE EXECUTIVE DIRECTOR, CFO, AND BOARD MEMBERS REVIEW THE AUDIT AND OVERSEE THE AUDIT PROCESS.