2025-05-14T09:55:01-05:00 2024-06-30 410746749 CLIFTONLARSONALLEN LLP 6501 AMERICAS PARKWAY NE SUITE 500 ALBUQUERQUE NM 87110 990 2023-07-01 850425147 THE TAOS COMMUNITY FOUNDATION INC TAOS 5757379300 PO BOX 1925 TAOS NM 875711925 CJ GRACE CEO 5757379300 2025-05-13 1 1 JESSICA LOCKER CPA P01367046 5058428290 2025-05-13 2023 2025-03-06 01:10:19Z CJ GRACE PO BOX 1925 TAOS NM 875711925 4945072 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. 14 14 5 100 0 0 4565571 3334184 17402 24537 521579 806838 0 58059 5104552 4223618 2493543 1443789 0 0 436847 523071 0 0 47619 1105543 1055076 4035933 3021936 1068619 1201682 21439056 24065665 2108551 2340661 19330505 21725004 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, BY CONVENING AREA RESIDENTS TO DISCUSS ISSUES OF CRITICAL IMPORTANCE TO THE COMMUNITY, AND BY PROVIDING LEADERSHIP FOR KEY COMMUNITY INITIATIVES. 30,000 PEOPLE SERVED. 0 0 2636713 1443789 82596 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. 2636713 1 1 0 0 0 1 0 0 0 1 1 0 0 0 1 1 0 1 0 0 0 0 0 0 0 0 0 1 1 0 0 0 0 0 0 0 0 0 1 0 0 0 0 1 1 0 0 0 1 49 0 1 5 1 0 0 0 0 0 0 0 0 0 0 0 0 X 14 14 0 0 0 0 0 0 0 1 1 0 1 1 1 1 1 1 1 1 1 1 0 NM X X X CJ GRACE 5757379300 PO BOX 1925 TAOS NM 875711925 CATHERINE HORSEY END 032024 INTERIM CEO 40.00 X 53446 0 0 CJ GRACE BEGIN 022024 CEO 40.00 X 0 0 0 GEORGE JARAMILLO CHAIR 0.50 X X 0 0 0 ABBY SANGER VICE CHAIR 0.50 X X 0 0 0 ALFREDO VIGIL SECRETARY 0.50 X X 0 0 0 LAURIE MITCHELL DUNN TREASURER 0.50 X X 0 0 0 DR CATHERINE COLLINS MEMBER 0.50 X 0 0 0 BETTINA SANDOVAL MEMBER 0.50 X 0 0 0 DAVE LAMBERT MEMBER 0.50 X 0 0 0 ALIX HENRY MEMBER 0.50 X 0 0 0 DR CHARLIE ANDERSON MEMBER 0.50 X 0 0 0 DAVID NORDEN MEMBER 0.50 X 0 0 0 MICHAEL SANTISTEVAN MEMBER 0.50 X 0 0 0 JULIANN BERTONE MEMBER 0.50 X 0 0 0 SUE MCDOWELL MEMBER 0.50 X 0 0 0 JOHN HAMILTON MEMBER 0.50 X 0 0 0 53446 0 0 1 0 0 0 0 13382 52625 3268177 606414 3334184 ADMINISTRATION FEES 541990 23389 23389 SPECIAL PROJECT FEES 561000 1148 1148 24537 664668 664668 863624 721454 142170 142170 142170 0 13382 0 0 OTHER INCOME 900099 58059 58059 58059 4223618 82596 0 806838 X 1333027 1333027 110762 110762 117209 92597 21877 2735 329051 259956 61418 7677 22249 17577 4153 519 27813 21973 5191 649 26749 21132 4993 624 86853 64279 20066 2508 589394 435220 137043 17131 75724 55278 18174 2272 216272 160852 44445 10975 27755 20261 6662 832 29583 21596 7100 887 25824 18851 6198 775 IN-KIND EXPENSE 2150 2150 PAYROLL SERVICES 1521 1202 284 35 3021936 2636713 337604 47619 2091386 2527879 96931 126910 28670 6600 52625 9897 6429 615324 265674 375475 349650 18800497 20428421 36200 567151 21439056 24065665 73893 82963 155136 199152 1879522 2058546 2108551 2340661 X 727273 1491276 18603232 20233728 19330505 21725004 21439056 24065665 1201682 1235243 -42426 0 X X 0 1 X 1 0 X 2319840 9060527 4163682 4565571 3334184 23443804 2319840 9060527 4163682 4565571 3334184 23443804 6746539 16697265 272176 312698 636313 555209 664668 2441064 25884868 473789 0.64510 0.68370 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 65 99 1282560 221133 661536 473211 1084470 14943875 1 1 14264216 698244 888851 420691 15430620 12708749 1447065 585593 477191 14264216 13364507 725131 -971382 409507 12708749 7031689 5690066 914712 271960 13364507 10367213 434101 421712 426455 739 3764143 7031689 0.00000 0.93000 0.07000 0 0 402855 54762 348093 153010 153010 0 59459 57902 1557 349650 FUNDS HELD AS AGENCY ENDOWMENTS 2058546 2058546 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, 2024 AND 2023, RESPECTIVELY. 1 100 TAOS COUNTY INITIATIVE 630 PASEO DEL PUEBLO SUR TAOS NM 87570 501(C)(3) 0 7500 CORE OPERATING SUPPORT ALIANZA AGRI-CULTURA DE TAOS PO BOX 2949 TAOS NM 87571 823748739 501(C)(3) 0 6500 CORE OPERATING SUPPORT ALWAYS LOVING MANKIND FOOD PANTRY PO BOX 1190 ANGEL FIRE NM 87710 770705510 501(C)(3) 0 7000 CORE OPERATING SUPPORT AMIGOS BRAVOS PO BOX 238 TAOS NM 87571 850363268 501(C)(3) 0 7989 CORE OPERATING SUPPORT ANIMAL BALANCE PO BOX 66406 PORTLAND OR 97290 680630714 501(C)(3) 0 10000 CORE OPERATING SUPPORT ARTSTREAMS FROM THE WELL OF MEMORY PO BOX 3113 RANCHOS DE TAOS NM 87557 501(C)(3) 0 6000 CORE OPERATING SUPPORT BRIDGES PROJECT FOR EDUCATION PO BOX 308 TAOS NM 87571 850448942 501(C)(3) 0 15750 CORE OPERATING SUPPORT COMMUNITY AGAINST VIOLENCE INC 945 SALAZAR RD TAOS NM 87571 850285504 501(C)(3) 0 12700 CORE OPERATING SUPPORT DE LA TIERRA A LA COSECHA C/O TAOS LAND TRUST PO BOX 376 TAOS NM 87571 501(C)(3) 0 7000 CORE OPERATING SUPPORT DREAMTREE PROJECT PO BOX 1677 TAOS NM 87571 850462470 501(C)(3) 0 15850 CORE OPERATING SUPPORT EL PUEBLITO UNITED METHODIST CHURCH PO BOX 1302 EL PRADO NM 87529 850233429 501(C)(3) 0 39500 CORE OPERATING SUPPORT EMBUDO VALLEY TUTORING ASSOCIATION PO BOX 267 DIXON NM 87527 470935180 501(C)(3) 0 6000 CORE OPERATING SUPPORT EQUINE SPIRIT SANCTUARY 13 LOS CABALLOS RD RANCHOS DE TAOS NM 87557 203373965 501(C)(3) 0 8550 CORE OPERATING SUPPORT FREEDOM CENTER CHURCH PO BOX 1363 QUESTA NM 87556 873107432 501(C)(3) 0 7500 CORE OPERATING SUPPORT FRIENDS OF THE QUESTA PUBLIC LIBRARY PO BOX 251 QUESTA NM 87556 274549171 501(C)(3) 0 10500 CORE OPERATING SUPPORT GOLDEN WILLOW RETREAT PO BOX 569 ARROYO HONDO NM 87513 850483737 501(C)(3) 0 7917 CORE OPERATING SUPPORT HEART OF TAOS PO BOX 613 TAOS NM 87571 811295908 501(C)(3) 0 6650 CORE OPERATING SUPPORT HIGH DESERT HOUNDS HC 81 BOX 41 QUESTA NM 87556 262078285 501(C)(3) 0 6500 CORE OPERATING SUPPORT HOLY CROSS MEDICAL CENTER- CANCER SUPPORT SERVICES 413 SIPAPU TAOS NM 87571 850289839 501(C)(3) 0 16500 CORE OPERATING SUPPORT LIONS CLUB OF TAOS INC PO BOX 199 TAOS NM 87571 742843887 501(C)(3) 0 21000 CORE OPERATING SUPPORT LIVING WORD MINISTRIES HC81 BOX 624 QUESTA NM 87556 850321042 501(C)(3) 0 7500 CORE OPERATING SUPPORT LOCALOGY HC 81 BOX 41 QUESTA NM 87556 262078285 501(C)(3) 0 10522 CORE OPERATING SUPPORT MAS COMUNIDAD PO BOX 237 PENASCO NM 87553 850300501 501(C)(3) 0 7000 CORE OPERATING SUPPORT METTA THEATRE PO BOX 56 EL PRADO NM 87529 201462329 501(C)(3) 0 5500 CORE OPERATING SUPPORT MORENO VALLEY HIGH SCHOOL PO BOX 1037 ANGEL FIRE NM 87710 501(C)(3) 0 10000 CORE OPERATING SUPPORT MUSIC FROM ANGEL FIRE PO BOX 502 ANGEL FIRE NM 87710 850319198 501(C)(3) 0 5247 CORE OPERATING SUPPORT NEW MEXICO COMMUNITY TRUST 624 TIJERAS AVE NW ALBUQUERQUE NM 87102 501(C)(3) 0 255301 CORE OPERATING SUPPORT NEW MEXICO WILDERNESS ALLIANCE 6000 UPTOWN BLVD ALBUQUERQUE NM 87125 850457916 501(C)(3) 0 5250 CORE OPERATING SUPPORT NORTH CENTRAL FOOD PANTRY PO BOX 1076 QUESTA NM 87556 473356340 501(C)(3) 0 22500 CORE OPERATING SUPPORT OO-OO-NAH ART & CULTURAL CENTER PO BOX 1853 TAOS NM 87571 822689296 501(C)(3) 0 17500 CORE OPERATING SUPPORT PASEO PROJECT PO BOX 1075 TAOS NM 87571 811852200 501(C)(3) 0 26750 CORE OPERATING SUPPORT QUESTA CREATIVE COUNCIL PO BOX 1025 QUESTA NM 87556 822748963 501(C)(3) 0 8000 CORE OPERATING SUPPORT QUESTA FARMERS MARKET PROGRAM OF LOCALOGY PO BOX 462 QUESTA NM 87556 262078285 501(C)(3) 0 11500 CORE OPERATING SUPPORT RIO GRANDE ATP INC 105 PASEO DEL CANON W STE A TAOS NM 87571 850266062 501(C)(3) 0 10000 CORE OPERATING SUPPORT RIVERS & BIRDS PO BOX 819 ARROYO SECO NM 87514 850457644 501(C)(3) 0 41645 CORE OPERATING SUPPORT ROCKY MOUNTAIN YOUTH CORPS PO BOX 1960 RANCHOS DE TAOS NM 87557 850404817 501(C)(3) 0 55850 CORE OPERATING SUPPORT ROOTS AND WINGS COMMUNITY SCHOOL HC 81 BOX 22 QUESTA NM 87556 850473548 501(C)(3) 0 20000 CORE OPERATING SUPPORT SALA REACH A PROGRAM OF LOCALOGY PO BOX 462 QUESTA NM 87556 501(C)(3) 0 6000 CORE OPERATING SUPPORT SANGRE DE CRISTO YOUTH RANCH 8HC 81 BOX 41 1930 LLAMA FOUNDATION RD QUESTA NM 87556 262078285 501(C)(3) 0 6000 CORE OPERATING SUPPORT SANTA'S HELPER'S DEL NORTE (LOCALOGY) PO BOX 73 QUESTA NM 87556 262078285 501(C)(3) 0 5500 CORE OPERATING SUPPORT SOMOS (SOCIETY OF THE MUSE OF THE SOUTHWEST) PO BOX 3225 TAOS NM 87571 850309964 501(C)(3) 0 8100 CORE OPERATING SUPPORT ST JAMES EPISCOPAL CHURCH 208 CAMINO DE SANTIAGO TAOS NM 87571 741990583 501(C)(3) 0 15678 CORE OPERATING SUPPORT STEMARTS LAB PO BOX 298 EL PRADO NM 87529 850798517 501(C)(3) 0 6500 CORE OPERATING SUPPORT STRAY HEARTS ANIMAL SHELTER PO BOX 622 TAOS NM 87571 850342062 501(C)(3) 0 16950 CORE OPERATING SUPPORT TALPA COMMUNITY CENTER 4 ARCHULETA RD RANCHOS DE TAOS NM 87557 311608950 501(C)(3) 0 12977 CORE OPERATING SUPPORT TAOS ALIVE 125 LA POSTA ROAD TAOS NM 87571 501(C)(3) 0 15000 CORE OPERATING SUPPORT TAOS BEHAVIORAL HEALTH 105 BERTHA TAOS NM 87571 261486393 501(C)(3) 0 14500 CORE OPERATING SUPPORT TAOS CENTER FOR THE ARTS 133 PASEO DEL PUEBLO NORTE TAOS NM 87571 850113452 501(C)(3) 0 8500 CORE OPERATING SUPPORT TAOS COALITION TO END HOMELESSNESS PO BOX 1516 TAOS NM 87571 204495416 501(C)(3) 0 12200 CORE OPERATING SUPPORT TAOS COUNTY 105 ALBRIGHT ST A TAOS NM 87571 501(C)(3) 0 37400 CORE OPERATING SUPPORT TAOS COUNTY ECONOMIC DEVELOPMENT CORP PO BOX 1389 TAOS NM 87571 850355163 501(C)(3) 0 5250 CORE OPERATING SUPPORT TAOS ELDERS AND NEIGHBORS TOGETHER (TENT) PO BOX 3561 TAOS NM 87571 821908173 501(C)(3) 0 10500 CORE OPERATING SUPPORT TAOS FEEDS TAOS PO BOX 234 TAOS NM 87571 850406111 501(C)(3) 0 9500 CORE OPERATING SUPPORT TAOS FERAL FELINE FRIENDS PO BOX 1926 RANCHOS DE TAOS NM 87557 770635095 501(C)(3) 0 26863 CORE OPERATING SUPPORT TAOS HISTORIC MUSEUMS 222 LEDOUX STREET TAOS NM 87571 850162279 501(C)(3) 0 7000 CORE OPERATING SUPPORT TAOS LAND TRUST PO BOX 376 TAOS NM 87571 850373099 501(C)(3) 0 16125 CORE OPERATING SUPPORT TAOS PUEBLO CENTRAL MANAGEMENT SYSTEM (CMS) PO BOX 1846 TAOS NM 87571 501(C)(3) 0 10166 CORE OPERATING SUPPORT TAOS SEARCH AND RESCUE (TSAR) PO BOX 3601 TAOS NM 87571 464061904 501(C)(3) 0 7000 CORE OPERATING SUPPORT TAOS SPORTS ASSOCIATES (TAOS WINTER SPORTS TEAM) PO BOX 3011 TAOS NM 87571 850241076 501(C)(3) 0 5139 CORE OPERATING SUPPORT THE COUSE FOUNDATION PO BOX 1436 TAOS NM 87571 850479005 501(C)(3) 0 7000 CORE OPERATING SUPPORT THE HARWOOD MUSEUM OF ART 238 LEDOUX ST TAOS NM 87571 850275408 501(C)(3) 0 8750 CORE OPERATING SUPPORT TRUE KIDS 1 PO BOX 2940 TAOS NM 87571 271939161 501(C)(3) 0 60500 CORE OPERATING SUPPORT TWIRL 225 CAMINO DE LA PLACITA TAOS NM 87571 472505890 501(C)(3) 0 24750 CORE OPERATING SUPPORT VETERANS OFFGRID PO BOX 133 CARSON NM 87517 815331463 501(C)(3) 0 10000 CORE OPERATING SUPPORT YOUTH HEARTLINE 224 CRUZ ALTA RD STE F TAOS NM 87571 850397100 501(C)(3) 0 28975 CORE OPERATING SUPPORT STUDENT SCHOLARSHIPS FOR POST SECONDARY EDUCATION 74 110761 PART I, LINE 2: GRANTS OF $5,000 OR MORE TO ORGANIZATIONS ARE REQUIRED TO SUBMIT A FINAL GRANT REPORT, 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 1 2150 SALES PRICE X 451 73156 HIGH LOW X 1 531108 APPRAISAL 0 1 1 PART I, LINE 32B: TAOS COMMUNITY FOUNDATION CONSIGNS DONATED ARTWORK TO GALLERIES AND PAYS A COMMISSION ON SALES. FORM 990, PART VI, SECTION A, LINE 1A BOARD DELEGATES TO THE EXECUTIVE COMMITTEE (CHAIR, VICE CHAIR, TREASURER, AND SECRETARY) PER BYLAWS TO ACT WHEN NEEDED ACTIONS OF THE EXECUTIVE COMMITTEE ARE REPORTED BACK TO THE BOARD FOR APPROVAL. FORM 990, PART VI, SECTION B, LINE 11B 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 IS COMPLETED WHEN THERE IS A NEW INDIVIDUAL HIRED; A CHANGE IN STATUS FOR AN INDIVIDUAL; OR A NEW POSITION IS CREATED. THE PROCESS HAS NOT CHANGED SINCE THE PRIOR YEAR AND WAS LAST COMPLETED IN 2023. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION MAKES ITS 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 ORGANIZATION'S WEBSITE AND THE NM ATTORNEY GENERAL WEBSITE. FORM 990, PART IX, LINE 11G PROFESSIONAL SERVICES: PROGRAM SERVICE EXPENSES 435,220. MANAGEMENT AND GENERAL EXPENSES 137,043. FUNDRAISING EXPENSES 17,131. TOTAL EXPENSES 589,394. FORM 990, PART XII, LINE 2C: THE ORGANIZATION'S AUDIT OVERSIGHT AND SELECTION PROCESS HAS NOT CHANGED FROM THE PRIOR YEAR. 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 501(C)(3) LINE 12A, I TAOS COMMUNITY FOUNDATION 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 1 0 0 0 0