2013-10-29T13:22:53-05:00 2013-06-30 910189318 MOSS ADAMS LLP 6565 AMERICAS PARKWAY NE SUITE 600 ALBUQUERQUE NM 87110 990 2012-07-01 850425147 THE TAOS COMMUNITY FOUNDATION INC TAOS 5757379300 PO BOX 1925 TAOS NM 875711925 ELIZABETH CRITTENDEN PALACIOS 5757379300 2013-10-28 1 PAMELA ALEXANDERSON P01218925 5058787200 2012 2016-03-07 17:11:31Z ELIZABETH CRITTENDEN PALA 114 DES GEORGES LANE TAOS NM 87571 1971140 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 8 82 0 0 807804 874581 87946 95682 90810 234428 24686 -15547 1011246 1189144 457712 382455 0 0 248050 249717 0 0 24619 295842 295754 1001604 927926 9642 261218 6503900 7142696 2551402 2725516 3952498 4417180 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 862033 382455 95682 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. 862033 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 1 11 0 1 8 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 1 1 1 0 NM X X X THE ORGANIZATION 5757379300 PO BOX 1925 TAOS NM 875711925 LAURIE MITCHELL-DUNN 0.50 X X 0 0 0 BILLY KNIGHT 0.50 X X 0 0 0 ANDREA SZEKERES 0.50 X X 0 0 0 ROBERT SHAW 0.50 X X 0 0 0 JOHN HAMILTON 0.50 X 0 0 0 BT COLEMAN 0.50 X 0 0 0 SCOTT MCADAMS 0.50 X 0 0 0 ELEANOR ROMERO 0.50 X 0 0 0 WANDA LUCERO 0.50 X 0 0 0 BEN MADDOX 0.50 X 0 0 0 BETTY BACKER 0.50 X 0 0 0 DAVE LAMBERT 0.50 X 0 0 0 MAIJA WEST 0.50 X 0 0 0 ELIZABETH CRITTENDEN-PALACIOS 40.00 X 78112 0 17084 78112 0 17084 0 0 0 0 0 71683 802898 382076 874581 ADMINISTRATION FEES 541990 95682 95682 95682 98354 98354 890260 754186 136074 136074 136074 12263 71683 27810 -15547 -15547 1189144 95682 0 218881 382455 382455 96073 88522 4804 2747 116740 108114 5837 2789 2315 2147 116 52 19013 17634 951 428 15576 14447 779 350 19348 19348 16784 16784 62502 55981 3594 2927 22197 18867 2220 1110 24758 20359 1462 2937 14955 13460 1495 27189 21751 5438 6270 6270 1123 1011 112 OTHER PROGRAM EXPENSES 94151 89443 4708 DUES AND SUBSCRIPTIONS 3597 2698 899 TRAINING 2342 1757 351 234 MISCELLANEOUS 538 333 205 927926 862033 41274 24619 170579 71233 414450 529334 3528 9335 100 100 21225 46775 2707 61998 42388 20075 19610 5762248 6324600 108988 141709 6503900 7142696 7714 2502 59198 73320 2484490 2649694 2551402 2725516 X -144642 -586103 2191390 2924720 1905750 2078563 3952498 4417180 6503900 7142696 261218 203464 0 X 0 1 X 1 0 X 911629 1648588 1464661 807804 874581 5707263 911629 1648588 1464661 807804 874581 5707263 790142 4917121 36454 63503 83880 97618 98354 379809 86504 86366 45104 38175 12263 268412 6355484 301542 0.77370 0.77930 X SCHEDULE A, PART II, LINE 10, EXPLANATION OF OTHER INCOME: FUNDRAISING GROSS INCOME LESS CONTRIBUTIONS RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 31 88 469396 1829083 215978 600330 1598627 5005372 1 1 6118493 348892 668195 110101 7025479 6047509 228032 78850 235898 6118493 5083982 404668 978954 420095 6047509 4048854 891285 470675 253654 73180 5083980 5167594 134284 -1099152 89234 64638 4048854 0.65300 0.34700 0 0 10723 8376 2347 51275 34012 17263 19610 FUNDS HELD AS AGENCY ENDOWMENTS 2507985 DEFERRED COMPENSATION 141709 2649694 X 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, LINE 2: 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, 2013 OR 2012. 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, 2013 AND 2012. 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. RIDGE-A-THON 23482 23482 12304 CRYSTAL BALL 46804 41441 5363 12897 1 13660 6760 6900 1190 700 719 83946 71683 12263 1190 700 25920 27810 -15547 1 TAOS SCHOOL OF MUSIC PO BOX 2630 TAOS NM 87571 856012256 501(C)(3) 130500 CORE SUPPORT AND FUND DISBURSEMENT RIVERS AND BIRDS INC PO BOX 819 ARROYO SECO NM 87514 850457644 501(C)(3) 10500 CORE SUPPORT AND SUMMER NATURE PROGRAM FOR YOUTH BIG MOUNTAIN SURVIVAL SCHOOL PO BOX 784 TAOS NM 87571 9500 NATIVE AMERICAN FESTIVAL FISCALLY SPONSORED BY TCF WORKING ON WELLNESS HCR 74 BOX 22008 EL PRADO NM 87529 274280374 501(C)(3) 21960 HORSEBACK RIDING CAM AT TAOS PUEBLO RED WILLOW CENTER PO BOX 2063 TAOS NM 87571 273196148 70000 YOUTH AGRICULTURAL AND TRACTOR EDUCATION BRIDGES PROJECT FOR EDUCATION PO BOX 308 TAOS NM 87571 850448942 501(C)(3) 13625 CORE SUPPORT UNM- UNM LEARNING CENTER 115 CIVIC PLAZA DR TAOS NM 87571 856000642 501(C)(3) 6000 CORE SUPPORT COMMUNITY AGAINST VIOLENCE PO BOX 169 TAOS NM 87571 850285504 501(C)(3) 9600 CORE SUPPORT AND THERAPEUTIC SERVICES FOR CHILDREN UNM FOUNDATION- HARWOOD MUSEUM 238 LEDOUX STREET TAOS NM 87571 850275408 501(C)(3) 7500 AFTERSCHOOL ARTS PROGRAMMING HISPANICS IN PHILANTHROPY 55 SECOND STREET SUITE 1500 SAN FRANCISCO CA 94105 943040607 501(C)(3) 6000 HISPANIC LEADERSHIP FUNDING COLLABORATIVE TAOS ACADEMY FOUNDATION 110 PASEO DEL CANON WEST TAOS NM 87571 272765965 501(C)(3) 6395 "GROW" AGRICULTURAL PROGRAM TAOS CENTER FOR THE ARTS 133 PASEO DEL PUEBLO TAOS NM 87571 850113452 501(C)(3) 5500 CORE SUPPORT AND AGENCY FUND DISBURSEMENT TAOS COALITION TO END HOMELESSNESS PO BOX 1516 TAOS NM 87571 204495416 501(C)(3) 5100 CORE SUPPORT TAOS MILAGRO ROTARTY CLUB PO BOX 167 RANCHO DE TAOS NM 87557 860927226 501(C)(4) 6500 CORE SUPPORT AND FUND DISBURSEMENT TAOS SPORTS ASSOCIATES PO BOX 3011 TAOS NM 87571 850241076 501(C)(3) 15000 ADAPTIVE SKI PROGRAM TEAM PRIDE 1667 FULTON STREET A SAN FRANCISCO CA 94117 651197820 501(C)(3) 6758 MARTIAL ARTS LEADERSHIP PROGRAM 13 3 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 8 26995 APPRAISAL X 278360 FAIR MARKET VALUE X 3 75283 FAIR MARKET VALUE X GIFT CERTIFICATES 8 401 FAIR MARKET VALUE X JEWELRY 4 210 FAIR MARKET VALUE X MISCELLANEOUS 5 827 FAIR MARKET VALUE 0 1 1 THIRD PARTY USE: 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. 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