MONTANER CHARITABLE TR UW CB FUNK DTD 6-14-16: Form 990, tax year 2021
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- Organization
- MONTANER CHARITABLE TR UW CB FUNK DTD 6-14-16 (EIN 83-6455052)
- Tax period
- 2021-01-01 to 2021-12-31
- Filed
- 2022-08-08
- IRS object ID
- 202222209349301572
- Schema version
- 2021v4.2
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2022-08-08T15:11:47-05:00 | ReturnTs |
| Tax Period End | 2021-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 822829510 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BURT TAOS CPA'S LLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 630 PASEO DEL PUEBLO SUR 175 | AddressLine1Txt |
| City | TAOS | CityNm |
| State Abbreviation | NM | StateAbbreviationCd |
| ZIP | 87571 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2021-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 836455052 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MONTANER CHARITABLE TR UW | BusinessNameLine1Txt |
| Business Name Line2 | CB FUNK DTD 6-14-16 | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | MONT | BusinessNameControlTxt |
| Phone | 5757587700 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 630 PASEO DEL PUEBLO SUR 170 | AddressLine1Txt |
| City | TAOS | CityNm |
| State Abbreviation | NM | StateAbbreviationCd |
| ZIP | 87571 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | DANIEL MONTOYA | PersonNm |
| Person Title | PRES, TRUSTEE, HERITAGE TRUST CO | PersonTitleTxt |
| Phone | 5757587700 | PhoneNum |
| Signature | 2022-07-28 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | DANIEL | PersonFirstNm |
| Person Last | MONTOYA | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | DENNIS STEROSKY | PreparerPersonNm |
| PTIN | P00075342 | PTIN |
| Phone | 5757583964 | PhoneNum |
| Preparation | 2022-07-28 | PreparationDt |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 3 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2021 | TaxYr |
| Build TS | 2022-09-23 18:48:47Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | DANIEL MONTOYA | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 630 PASEO DEL PUEBLO SUR 170 | AddressLine1Txt |
| City | TAOS | CityNm |
| State Abbreviation | NM | StateAbbreviationCd |
| ZIP | 87571 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $477,772 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.MONTANERCHARITABLETRUST.ORG | WebsiteAddressTxt |
| Type Of Organization Trust | Yes (X) | TypeOfOrganizationTrustInd |
| Formation | 2018 | FormationYr |
| Legal Domicile State | NM | LegalDomicileStateCd |
| Activity Or Mission | THE TRUST ORGANIZATION'S SOLE PURPOSE IS TO SUPPORT THE ACTIVITIES OF SEVEN PUBLIC CHARITIES LOCATED IN TAOS COUNTY, NEW MEXICO. | ActivityOrMissionDesc |
| Voting Members Governing Body | 3 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 3 | VotingMembersIndependentCnt |
| Total Employee | 0 | TotalEmployeeCnt |
| Total Volunteers | 0 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $256,693 | PYContributionsGrantsAmt |
| CY Contributions Grants | $104,884 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $0 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $0 | CYProgramServiceRevenueAmt |
| PY Investment Income | $160,013 | PYInvestmentIncomeAmt |
| CY Investment Income | $211,557 | CYInvestmentIncomeAmt |
| PY Other Revenue | $0 | PYOtherRevenueAmt |
| CY Other Revenue | $0 | CYOtherRevenueAmt |
| PY Total Revenue | $416,706 | PYTotalRevenueAmt |
| CY Total Revenue | $316,441 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $244,367 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $271,300 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $0 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $0 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $0 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $59,038 | PYOtherExpensesAmt |
| CY Other Expenses | $73,847 | CYOtherExpensesAmt |
| PY Total Expenses | $303,405 | PYTotalExpensesAmt |
| CY Total Expenses | $345,147 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $113,301 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | -$28,706 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $3,504,221 | TotalAssetsBOYAmt |
| Total Assets EOY | $3,475,515 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $3,504,221 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $3,475,515 | NetAssetsOrFundBalancesEOYAmt |
| Mission | THE MONTANER CHARITABLE TRUST'S SOLE MISSION IS TO PROVIDE ANNUAL SUPPORT TO SEVEN (7) PUBLIC CHARITIES BASED IN TAOS COUNTY NEW MEXICO | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $319,697 | ExpenseAmt |
| Grant | $271,300 | GrantAmt |
| Desc | THE ORGANIZATION CONTINUED ITS REQUIRED DISTRIBUTION OF INCOME AND PRINCIPAL TO ITS SEVEN SUPPORTED ORGANIZATIONS. | Desc |
| Total Program Service Expenses | $319,697 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (1) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (1) | ScheduleBRequiredInd |
| Political Campaign Acty | 0 | PoliticalCampaignActyInd |
| Lobbying Activities | 0 | LobbyingActivitiesInd |
| Subject To Proxy Tax | 0 | SubjectToProxyTaxInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Conservation Easements | 0 | ConservationEasementsInd |
| Collections Of Art | 0 | CollectionsOfArtInd |
| Credit Counseling | 0 | CreditCounselingInd |
| Donor Rstr Or Quasi Endowments | 0 | DonorRstrOrQuasiEndowmentsInd |
| Report Land Building Equipment | 0 | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | 0 | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | 0 | ReportProgramRelatedInvstInd |
| Report Other Assets | 0 | ReportOtherAssetsInd |
| Report Other Liabilities | 0 | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | 0 | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | 0 | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | 0 | ConsolidatedAuditFinclStmtInd |
| School Operating | 0 | SchoolOperatingInd |
| Foreign Office | 0 | ForeignOfficeInd |
| Foreign Activities | 0 | ForeignActivitiesInd |
| More Than5000 K To Org | 0 | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividualsInd |
| Professional Fundraising | 0 | ProfessionalFundraisingInd |
| Fundraising Activities | 0 | FundraisingActivitiesInd |
| Gaming Activities | 0 | GamingActivitiesInd |
| Operate Hospital | 0 | OperateHospitalInd |
| Grants To Organizations | Yes (1) | GrantsToOrganizationsInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Schedule J Required | 0 | ScheduleJRequiredInd |
| Tax Exempt Bonds | 0 | TaxExemptBondsInd |
| Engaged In Excess Benefit Trans | 0 | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | 0 | PYExcessBenefitTransInd |
| Loan Outstanding | 0 | LoanOutstandingInd |
| Grant To Related Person | 0 | GrantToRelatedPersonInd |
| Business Rln With Org Mem | 0 | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | 0 | BusinessRlnWithFamMemInd |
| Business Rln With35 Ctrl Ent | 0 | BusinessRlnWith35CtrlEntInd |
| Deductible Non Cash Contri | 0 | DeductibleNonCashContriInd |
| Deductible Art Contribution | 0 | DeductibleArtContributionInd |
| Terminate Operations | 0 | TerminateOperationsInd |
| Partial Liquidation | 0 | PartialLiquidationInd |
| Disregarded Entity | 0 | DisregardedEntityInd |
| Related Entity | Yes (1) | RelatedEntityInd |
| Related Organization Ctrl Ent | 0 | RelatedOrganizationCtrlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | 0 | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | 0 | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (1) | ScheduleORequiredInd |
| IRP Document | 0 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Employee | 0 | EmployeeCnt |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Foreign Financial Account | 0 | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | 0 | TaxablePartyNotificationInd |
| Nondeductible Contributions | 0 | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | 0 | QuidProQuoContributionsInd |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOfInd |
| Indoor Tanning Services | 0 | IndoorTanningServicesInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
| Subject To Excs Tax Net Invst Inc | 0 | SubjectToExcsTaxNetInvstIncInd |
| Excs Tax Sect4951 Or4952 Or4953 | 0 | ExcsTaxSect4951Or4952Or4953Ind |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 3 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 3 | IndependentVotingMemberCnt |
| Family Or Business Rln | 0 | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | 0 | DelegationOfMgmtDutiesInd |
| Change To Org Documents | 0 | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | 0 | MembersOrStockholdersInd |
| Election Of Board Members | 0 | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | 0 | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (1) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (1) | MinutesOfCommitteesInd |
| Officer Mailing Address | 0 | OfficerMailingAddressInd |
| Local Chapters | 0 | LocalChaptersInd |
| Form990 Provided To Gvrn Body | Yes (1) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (1) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (1) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (1) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | 0 | WhistleblowerPolicyInd |
| Document Retention Policy | 0 | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (1) | CompensationProcessCEOInd |
| Compensation Process Other | Yes (1) | CompensationProcessOtherInd |
| Investment In Joint Venture | 0 | InvestmentInJointVentureInd |
| States Where Copy Of Return Is Fld | NM | StatesWhereCopyOfReturnIsFldCd |
| Own Website | Yes (X) | OwnWebsiteInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | HERITAGE TRUST COMPANY OF NEW MEXICO | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 5757587700 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 630 PASEO DEL PUEBLO SUR 170 | AddressLine1Txt |
| City | TAOS | CityNm |
| State Abbreviation | NM | StateAbbreviationCd |
| ZIP | 87571 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | HERITAGE TRUST COMPANY OF NM | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Title | CORP-TRUSTEE | TitleTxt |
| Average Hours Per Week | 1.00 | AverageHoursPerWeekRt |
| Institutional Trustee | Yes (X) | InstitutionalTrusteeInd |
| Reportable Comp From Org | $45,894 | ReportableCompFromOrgAmt |
| Reportable Comp From Rltd Org | $0 | ReportableCompFromRltdOrgAmt |
| Other Compensation | $0 | OtherCompensationAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $45,894 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $0 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 0 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | 0 | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | 0 | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
| Cntrct Rcvd Greater Than100 K | 0 | CntrctRcvdGreaterThan100KCnt |
| Related Organizations | $104,884 | RelatedOrganizationsAmt |
| Total Contributions | $104,884 | TotalContributionsAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $97,713 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $97,713 | RelatedOrExemptFuncIncomeAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $275,175 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $161,331 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $113,844 | SecuritiesAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $113,844 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $113,844 | RelatedOrExemptFuncIncomeAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $316,441 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $211,557 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $0 | ExclusionAmt |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $271,300 | TotalAmt |
| Program Services | $271,300 | ProgramServicesAmt |
Fees For Services Management FeesForServicesManagementGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $45,894 | TotalAmt |
| Program Services | $22,947 | ProgramServicesAmt |
| Management And General | $22,947 | ManagementAndGeneralAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $4,312 | TotalAmt |
| Program Services | $2,156 | ProgramServicesAmt |
| Management And General | $2,156 | ManagementAndGeneralAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $694 | TotalAmt |
| Program Services | $347 | ProgramServicesAmt |
| Management And General | $347 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $22,947 | TotalAmt |
| Program Services | $22,947 | ProgramServicesAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $345,147 | TotalAmt |
| Program Services | $319,697 | ProgramServicesAmt |
| Management And General | $25,450 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $106,381 | BOYAmt |
| EOY | $116,000 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,397,840 | BOYAmt |
| EOY | $3,359,515 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,504,221 | BOYAmt |
| EOY | $3,475,515 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
Cap Stk Tr Prin Current Funds CapStkTrPrinCurrentFundsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Pd In Cap Srpls Land Bldg Eqp Fund PdInCapSrplsLandBldgEqpFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Rtn Earn Endowment Incm Oth Fnds RtnEarnEndowmentIncmOthFndsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,504,221 | BOYAmt |
| EOY | $3,475,515 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,504,221 | BOYAmt |
| EOY | $3,475,515 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,504,221 | BOYAmt |
| EOY | $3,475,515 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | -$28,706 | ReconcilationRevenueExpnssAmt |
| Other Changes In Net Assets | $0 | OtherChangesInNetAssetsAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
| Accountant Compile Or Review | 0 | AccountantCompileOrReviewInd |
| FS Audited | 0 | FSAuditedInd |
| Federal Grant Audit Required | 0 | FederalGrantAuditRequiredInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Supporting Organization509a3 | Yes (X) | SupportingOrganization509a3Ind |
| Supporting Org Type3 Non Func | Yes (X) | SupportingOrgType3NonFuncInd |
| Supported Organizations | 7 | SupportedOrganizationsCnt |
Supported Org Information SupportedOrgInformationGrp (7 entries)
| EINEIN | Organization TypeOrganizationTypeCd | Governing Document ListedGoverningDocumentListedInd | SupportSupportAmt | Other SupportOtherSupportAmt |
|---|---|---|---|---|
| TAOS LAND TRUST INC | ||||
| 850373099 | 7 | Yes (1) | $39,003 | $0 |
| TAOS VOLUNTEER FIRE DEPARTMENT INC | ||||
| 850282848 | 7 | Yes (1) | $39,003 | $0 |
| TAOS HISTORIC MUSEUMS INC | ||||
| 850162279 | 7 | Yes (1) | $39,003 | $0 |
| UNIVERSITY OF NEW MEXICO FOUNDATION INC | ||||
| 850275408 | 7 | Yes (1) | $37,282 | $0 |
| MILLICENT ROGERS MUSEUM | ||||
| 136161708 | 7 | Yes (1) | $39,003 | $0 |
| HUMANE SOCIETY OF TAOS DBA STRAY HEARTS | ||||
| 850342062 | 7 | Yes (1) | $39,003 | $0 |
| DREAM TREE PROJECT INC | ||||
| 850462470 | 7 | Yes (1) | $39,003 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Supported Organizations Total | 7 | SupportedOrganizationsTotalCnt |
| Support Sum | $271,300 | SupportSumAmt |
| Other Support Sum | $0 | OtherSupportSumAmt |
Form990 Sch A Supporting Org Form990SchASupportingOrgGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Listed By Name Governing Doc | Yes (1) | ListedByNameGoverningDocInd |
| Suprt Org No IRS Determination | 0 | SuprtOrgNoIRSDeterminationInd |
| Supported Org Section C456 | 0 | SupportedOrgSectionC456Ind |
| Supported Org Not Organized US | 0 | SupportedOrgNotOrganizedUSInd |
| Organization Change Suprt Org | 0 | OrganizationChangeSuprtOrgInd |
| Support Non Supported Org | 0 | SupportNonSupportedOrgInd |
| Payment Substantial Contribtr | 0 | PaymentSubstantialContribtrInd |
| Loan Disqualified Person | 0 | LoanDisqualifiedPersonInd |
| Controlled Disqualified Prsn | 0 | ControlledDisqualifiedPrsnInd |
| Disqualified Prsn Controll Int | 0 | DisqualifiedPrsnControllIntInd |
| Disqualified Prsn Ownr Int | 0 | DisqualifiedPrsnOwnrIntInd |
| Excess Business Holdings Rules | 0 | ExcessBusinessHoldingsRulesInd |
| Contribution Controller | 0 | ContributionControllerInd |
| Contribution Family | 0 | ContributionFamilyInd |
| Contribution35 Controlled | 0 | Contribution35ControlledInd |
Form990 Sch A Type3 Sprt Org All Form990SchAType3SprtOrgAllGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timely Provided Documents | Yes (1) | TimelyProvidedDocumentsInd |
| Officers Close Relationship | 0 | OfficersCloseRelationshipInd |
| Supported Org Voice Investment | 0 | SupportedOrgVoiceInvestmentInd |
Adjusted Net Income AdjustedNetIncomeGrp
Net ST Capital Gain Adj Net Incm NetSTCapitalGainAdjNetIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Prior Year | $69,624 | PriorYearAmt |
| Current Year | $113,844 | CurrentYearAmt |
Recoveries PY Distributions RecoveriesPYDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Prior Year | $0 | PriorYearAmt |
| Current Year | $0 | CurrentYearAmt |
Other Gross Income OtherGrossIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Prior Year | $0 | PriorYearAmt |
| Current Year | $0 | CurrentYearAmt |
Adjusted Gross Income AdjustedGrossIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Prior Year | $69,624 | PriorYearAmt |
| Current Year | $113,844 | CurrentYearAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Prior Year | $0 | PriorYearAmt |
| Current Year | $0 | CurrentYearAmt |
Production Income ProductionIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Prior Year | $0 | PriorYearAmt |
| Current Year | $0 | CurrentYearAmt |
Other Expenses OtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Prior Year | $0 | PriorYearAmt |
| Current Year | $0 | CurrentYearAmt |
Total Adjusted Net Income TotalAdjustedNetIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Prior Year | $69,624 | PriorYearAmt |
| Current Year | $113,844 | CurrentYearAmt |
Minimum Asset Amount MinimumAssetAmountGrp
Average Monthly FMV Of Sec AverageMonthlyFMVOfSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Prior Year | $0 | PriorYearAmt |
| Current Year | $0 | CurrentYearAmt |
Average Monthly Cash Balances AverageMonthlyCashBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Prior Year | $0 | PriorYearAmt |
| Current Year | $0 | CurrentYearAmt |
FMV Other Non Exempt Use Asset FMVOtherNonExemptUseAssetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Prior Year | $0 | PriorYearAmt |
| Current Year | $0 | CurrentYearAmt |
Total FMV Of Non Exempt Use Asset TotalFMVOfNonExemptUseAssetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Prior Year | $0 | PriorYearAmt |
| Current Year | $0 | CurrentYearAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Discount Claimed | $0 | DiscountClaimedAmt |
Acquisition Indebtedness AcquisitionIndebtednessGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Prior Year | $0 | PriorYearAmt |
| Current Year | $0 | CurrentYearAmt |
Adjusted FMV Less Indebtedness AdjustedFMVLessIndebtednessGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Prior Year | $0 | PriorYearAmt |
| Current Year | $0 | CurrentYearAmt |
Cash Deemed Charitable CashDeemedCharitableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Prior Year | $0 | PriorYearAmt |
| Current Year | $0 | CurrentYearAmt |
Net Vl Non Exempt Use Assets NetVlNonExemptUseAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Prior Year | $0 | PriorYearAmt |
| Current Year | $0 | CurrentYearAmt |
Pct Of Net Vl Non Exempt Use Ast PctOfNetVlNonExemptUseAstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Prior Year | $0 | PriorYearAmt |
| Current Year | $0 | CurrentYearAmt |
Recoveries PY Distri Min Asset RecoveriesPYDistriMinAssetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Prior Year | $0 | PriorYearAmt |
| Current Year | $0 | CurrentYearAmt |
Total Minimum Asset TotalMinimumAssetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Prior Year | $0 | PriorYearAmt |
| Current Year | $0 | CurrentYearAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| CY Adj Net Income Distributable | $69,624 | CYAdjNetIncomeDistributableAmt |
| CY Pct85 Adjusted Net Income | $59,180 | CYPct85AdjustedNetIncomeAmt |
| CY Total Min Ast Distributable | $0 | CYTotalMinAstDistributableAmt |
| CY Greater Adjusted Minimum | $59,180 | CYGreaterAdjustedMinimumAmt |
| CY Income Tax Imposed PY | $0 | CYIncomeTaxImposedPYAmt |
| CY Distributable As Adjusted | $59,180 | CYDistributableAsAdjustedAmt |
Distributions DistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| CY Paid Accomplish Exempt Prps | $271,300 | CYPaidAccomplishExemptPrpsAmt |
| CY Pd In Excess Income Activity | $0 | CYPdInExcessIncomeActivityAmt |
| CY Administrative Expense Paid | $0 | CYAdministrativeExpensePaidAmt |
| Exempt Use Assets Acquis Paid | $0 | ExemptUseAssetsAcquisPaidAmt |
| Qualified Set Aside | $0 | QualifiedSetAsideAmt |
| CY Other Distributions | $0 | CYOtherDistributionsAmt |
| CY Total Annual Distributions | $271,300 | CYTotalAnnualDistributionsAmt |
| CY Distri Attentive Suprt Org | $271,300 | CYDistriAttentiveSuprtOrgAmt |
| CY Distributable As Adjusted | $59,180 | CYDistributableAsAdjustedAmt |
| CY Distribution Yr | 100.000000000000 | CYDistributionYrRt |
Distribution Allocations DistributionAllocationsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| CY Distributable As Adjusted | $59,180 | CYDistributableAsAdjustedAmt |
| Underdistributions | $0 | UnderdistributionsAmt |
| Excess Distribution Cyov Yr5 | $0 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $0 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $0 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $0 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $233,645 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $233,645 | TotalExcessDistributionCyovAmt |
| Cyov Applied Underdistri PY | $0 | CyovAppliedUnderdistriPYAmt |
| Cyov Applied Underdistr CPY | $59,180 | CyovAppliedUnderdistrCPYAmt |
| Carryover PY Not Applied | $0 | CarryoverPYNotAppliedAmt |
| Excess Distribution Cyov | $174,465 | ExcessDistributionCyovAmt |
| CY Total Annual Distributions | $271,300 | CYTotalAnnualDistributionsAmt |
| CY Distrib App Underdistri PY | $0 | CYDistribAppUnderdistriPYAmt |
| Excess Distribution | $271,300 | ExcessDistributionAmt |
| Remaining Underdistri PY | $0 | RemainingUnderdistriPYAmt |
| Remaining Underdistri CY | $0 | RemainingUnderdistriCYAmt |
| Excess Distri Cyov To Next Yr | $445,765 | ExcessDistriCyovToNextYrAmt |
| Excess From Year5 | $0 | ExcessFromYear5Amt |
| Excess From Year4 | $0 | ExcessFromYear4Amt |
| Excess From Year3 | $0 | ExcessFromYear3Amt |
| Excess From Year2 | $174,465 | ExcessFromYear2Amt |
| Excess From Year1 | $271,300 | ExcessFromYear1Amt |
Form990 Schedule A Part VI Form990ScheduleAPartVIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART IV, SECTION D, LINE 2: | FormAndLineReferenceDesc |
| Explanation | MONTANER SATISFIES THE REQUIREMENTS TO QUALIFY AS A TYPE III NON-FISO SUPPORTING ORGANIZATION. SPECIFICALLY, MONTANER AND THE NON-PROFIT BENEFICIARIES INVOLVED SATISFY THE ATTENTIVENESS REQUIREMENT IN TREASURY REGULATION REG. 1.509(A)-4. SPECIFICALLY, TREASURY REGULATION 1.509(A)-4(I)(5)(III) STATES: (III)ATTENTIVENESS REQUIREMENT - (A)GENERAL RULE. WITH RESPECT TO EACH TAXABLE YEAR, A NON-FUNCTIONALLY INTEGRATED TYPE III SUPPORTING ORGANIZATION MUST DISTRIBUTE ONE-THIRD OR MORE OF ITS DISTRIBUTABLE AMOUNT TO ONE OR MORE SUPPORTED ORGANIZATIONS THAT ARE ATTENTIVE TO THE OPERATIONS OF THE SUPPORTING ORGANIZATION (WITHIN THE MEANING OF PARAGRAPH (I)(5)(III)(B) OF THIS SECTION) AND TO WHICH THE SUPPORTING ORGANIZATION IS RESPONSIVE (WITHIN THE MEANING OF PARAGRAPH (I)(3) OF THIS SECTION). (B)ATTENTIVENESS. A SUPPORTED ORGANIZATION IS ATTENTIVE TO THE OPERATIONS OF THE SUPPORTING ORGANIZATION DURING A TAXABLE YEAR IF, IN THE TAXABLE YEAR, AT LEAST ONE OF THE FOLLOWING REQUIREMENTS IS SATISFIED: (1) THE SUPPORTING ORGANIZATION DISTRIBUTES TO THE SUPPORTED ORGANIZATION AMOUNTS EQUALING OR EXCEEDING 10 PERCENT OF THE SUPPORTED ORGANIZATION'S TOTAL SUPPORT (OR, IN THE CASE OF A PARTICULAR DEPARTMENT OR SCHOOL OF A UNIVERSITY, HOSPITAL, OR CHURCH, THE TOTAL SUPPORT OF THE DEPARTMENT OR SCHOOL) RECEIVED DURING THE SUPPORTED ORGANIZATION'S LAST TAXABLE YEAR ENDING BEFORE THE BEGINNING OF THE SUPPORTING ORGANIZATION'S TAXABLE YEAR. (2) THE AMOUNT OF SUPPORT RECEIVED FROM THE SUPPORTING ORGANIZATION IS NECESSARY TO AVOID THE INTERRUPTION OF THE CARRYING ON OF A PARTICULAR FUNCTION OR ACTIVITY OF THE SUPPORTED ORGANIZATION. THE SUPPORT IS NECESSARY IF THE SUPPORTING ORGANIZATION OR THE SUPPORTED ORGANIZATION EARMARKS THE SUPPORT FOR A PARTICULAR PROGRAM OR ACTIVITY OF THE SUPPORTED ORGANIZATION, EVEN IF SUCH PROGRAM OR ACTIVITY IS NOT THE SUPPORTED ORGANIZATION'S PRIMARY PROGRAM OR ACTIVITY, AS LONG AS SUCH PROGRAM OR ACTIVITY IS A SUBSTANTIAL ONE. (3) BASED ON THE CONSIDERATION OF ALL PERTINENT FACTORS, INCLUDING THE NUMBER OF SUPPORTED ORGANIZATIONS, THE LENGTH AND NATURE OF THE RELATIONSHIP BETWEEN THE SUPPORTED ORGANIZATION AND SUPPORTING ORGANIZATION, AND THE PURPOSE TO WHICH THE FUNDS ARE PUT, THE AMOUNT OF SUPPORT RECEIVED FROM THE SUPPORTING ORGANIZATION IS A SUFFICIENT PART OF A SUPPORTED ORGANIZATION'S TOTAL SUPPORT (OR, IN THE CASE OF A PARTICULAR DEPARTMENT OR SCHOOL OF A UNIVERSITY, HOSPITAL, OR CHURCH, THE TOTAL SUPPORT OF THE DEPARTMENT OR SCHOOL) TO ENSURE ATTENTIVENESS. NORMALLY THE ATTENTIVENESS OF A SUPPORTED ORGANIZATION IS INFLUENCED BY THE AMOUNTS RECEIVED FROM THE SUPPORTING ORGANIZATION. THUS, THE MORE SUBSTANTIAL THE AMOUNT INVOLVED IN TERMS OF A PERCENTAGE OF THE SUPPORTED ORGANIZATION'S TOTAL SUPPORT, THE GREATER THE LIKELIHOOD THAT THE REQUIRED DEGREE OF ATTENTIVENESS WILL BE PRESENT. HOWEVER, IN DETERMINING WHETHER THE AMOUNT RECEIVED FROM THE SUPPORTING ORGANIZATION IS SUFFICIENT TO ENSURE THE ATTENTIVENESS OF THE SUPPORTED ORGANIZATION TO THE OPERATIONS OF THE UPPORTING ORGANIZATION (INCLUDING ATTENTIVENESS TO THE NATURE AND YIELD OF THE SUPPORTING ORGANIZATION'S INVESTMENTS), EVIDENCE OF ACTUAL ATTENTIVENESS BY THE SUPPORTED ORGANIZATION IS OF ALMOST EQUAL IMPORTANCE. A SUPPORTED ORGANIZATION IS NOT CONSIDERED TO BE ATTENTIVE SOLELY BECAUSE IT HAS ENFORCEABLE RIGHTS AGAINST THE SUPPORTING ORGANIZATION UNDER STATE LAW. (EMPHASIS ADDED). MCT SATISFIES THE REQUIREMENTS OF THE REGULATION. PER THE TRUST DOCUMENT, EACH NON-PROFIT HAS RECEIVED A TOTAL OF $34,561.26 THIS CALENDAR YEAR. FOR SOME OF THE CHARITIES THIS AMOUNT IS WELL OVER 10% OF THEIR BUDGET, FOR SOME IT IS LESS. FOR ALL OF THEM, THE DISTRIBUTIONS FROM MCT ARE SUBSTANTIAL AND IMPORTANT. THE TERM "TOTAL SUPPORT" UNDER I.R.C. SECTION 509(D) INCLUDES: GIFTS, GRANTS, CONTRIBUTIONS, SALES REVENUE, BUSINESS INCOME, INVESTMENT INCOME. IN OTHER WORDS, IT'S THE INCOME LISTED ON LINE 12 OF THE NON-PROFIT'S FORM 990. THE SUPPORT FIGURES BELOW ARE THOSE AVAILABLE ON THE SUPPORTED ORGANIZATION'S MOST RECENT FORM 990. DREAMTREE PROJECT-2019 FORM 990 GROSS REVENUE $559,612. THE ANNUAL DIST FROM MCT REPRESENTS 6.18% OF THE ORG'S TOTAL SUPPORT. QTRLY COMMUNICATION WITH CATHERINE HUMMEL, EXECUTIVE DIRECTOR, VIA EMAILS(27) AND PHONE CALLS (4). DESCRIPTION: CATHERINE AND BETH WORKED CLOSELY TOGETHER TO PLAN AN EVENT FOR ALL BENEFICIARIES AT THE IHOP (JANUARY 21, 2020) AND TOUR OF THE DREAMTREE PROJECT TEEN SHELTER. PHONE CALLS MADE THROUGHOUT THE YEAR WERE TIMED AROUND DISTRIBUTIONS AND TO HEAR INFORMATION REGARDING HOW THE ORGANIZATION WAS ADAPTING TO THE CHALLENGES OF COVID. HARWOOD MUSEUM-2019 FORM 990 GROSS REVENUE $43,621,942. THE ANNUAL DIST FROM MCT REPRESENTS 0.08% OF THE ORG'S TOTAL SUPPORT. QTRLY COMMUNICATION WITH SONYA DAVIS, DONOR RELATIONS & VOLUNTEER MANAGER, VIA PHONE (6) AND EMAIL (20). DESC: SONYA AND BETH COMMUNICATED OFTEN REGARDING THE STATUS OF THE HARWOOD AND OPPORTUNITIES AVAILABLE FOR OUR BENEFICIARIES TO HELP COPE WITH THE CHALLENGES 2020 BROUGHT. IT WAS THROUGH THESE CONVERSATIONS THAT IT WAS DETERMINED THAT HARWOOD WOULD APPLY FOR A SPECIAL REQUEST FOR AN EARLY DIST, WHICH HELPED THE ORGANIZATION MAKE A NEW EDUCATION POSITION POSSIBLE. PHONE CONVERSATIONS WERE HELD QRTLY AROUND INCOME DISTRIBUTIONS IN LIEU OF WHAT WOULD HAVE BEEN AN IN-PERSON MEETING. MILLICENT ROGERS MUSEUM-2019 FORM 990 GROSS REVENUE $620,166. THE ANNUAL DIST FROM MCT REPRESENTS 5.57% OF THE ORG'S TOTAL SUPPORT. QTRLY COMMUNICATION WITH GRETA BRUNSCHWYLER, EXECUTIVE DIRECTOR,VIA PHONE (5) AND EMAIL (30). DESCRIPTION: GRETA WAS NAMED THE NEW ED FOR MRM IN JANUARY 2020. BETH WAS ABLE TO MEET WITH HER AND CORRESPOND BY BOTH PHONE AND EMAIL TO PLAN A SPECIAL VAULT TOUR AT THE MUSEUM FOR STAFF AND BOARDS OF ALL MONTANER NON-PROFITS. GRETA AND BETH WERE IN CLOSE COMMUNICATION DURING THE EARLY DAYS OF THE PANDEMIC AND ALL OPTIONS AS TO HOW MONTANER COULD BE OF POSSIBLE ASSISTANCE TO THE ORGANIZATION WERE CONSIDERED. PHONE CALLS WERE PRIMARILY FOCUSED ON CASUAL CATCH-UPS AROUND INCOME DISTRIBUTIONS. TAOS VOLUNTEER FIRE DEPARTMENT-2016 FORM 990 GROSS REVENUE $101,540. THE ANNUAL DIST FROM MCT REPRESENTS 34.04% OF THE ORG'S TOTAL SUPPORT. QTRLY COMMUNICATION WITH RICHARD QUINTANA, BOARD CHAIR, VIAPHONE (4) AND EMAIL (14). DESC: RICHARD AND BETH HAVE A GREAT RELATIONSHIP AND EMAILED THROUGHOUT THE YEAR TO STAY IN TOUCH REGARDING THE UNIQUE CHALLENGES THE FIRE DEPARTMENT FACED. EARLY DISTRIBUTIONS OF PRINCIPAL WERE DISCUSSED, BUT RICHARD NOTED HOW HE HAS COME TO COUNT ON THE SAFETY NET THE YEARLY DISTRIBUTION PROVIDES. PHONE CALLS, WE HELD IN LIEU OF PERSONAL MEETINGS DURING THE PANDEMIC. TAOS HISTORIC MUSEUMS-2019 FORM 990 GROSS REVENUE $116,467. THE ANNUAL DIST FROM MCT REPRESENTS 29.67% OF THE ORG'S TOTAL SUPPORT. QTRLY COMMUNICATION WITH MAGGIE GINS, BOARD PRESIDENT, VIA PHONE (3)AND EMAIL (16). DESC: 2020 MARKED MAGGIE'S LAST YEARS AS THM BOARD CHAIR. MANY CONVERSATIONS WERE HELD REGARDING THE TWO EVENTS MONTANER HOSTED FOR BENEFICIARIES DURING THE FIRST QUARTER OF THE YEAR AND SUCCESSION PLANS FOR THE NEXT BOARD CHAIR, SADIE BOYER. BETH CORRESPONDED W/SADIE BOYER ON SEVERAL OCCASIONS VIA EMAIL. STRAY HEARTS-2020 FORM 990 GROSS REVENUE $1,073,151. THE ANNUAL DIST FROM MCT REPRESENTS 3.22% OF THE ORG'S TOTAL SUPPORT. QTRLY COMMUNICATION WITH CYNTHIS LUCAS / DONNA KARR, EXECUTIVE DIRECTOR, VIA PHONE (4) AND EMAIL (9). DESC: CYNTHIS LUCAS HANDED THE EXECUTIVE DIRECTOR TO DONNA KARR DURING 2020. I WORKED CLOSELY WITH BOTH DIRECTORS AND WAS HAPPY TO GET REPORTS THROUGHOUT 2020 OF THEIR UNPRECEDENTED SUCCESSES IN CONNECTING ANIMALS WITH THEIR FOREVER HOMES. PHONE CALLS WERE HELD IN LIEU OF MOST OF OUR MEETINGS, ALTHOUGH I DID MEET WITH DONNA KARR ON TWO OCCASIONS AT A SOCIAL DISTANCE. TAOS LAND TRUST-2019 FORM 990 GROSS REVENUE $449,503. THE ANNUAL DIST FROM MCT QTRLY COMMUNICATION WITH KRISTINA ORTEZ, EXECUTIVE DIRECTOR, VIA PHONE (7) AND EMAIL (16). DESC: IN ADDITION TO REGULAR PHONE CALLS REGARDING INCOME DISTRIBUTIONS, KRISTINA AND I MADE A HABIT OF COMMUNICATION THROUGHOUT 2020 TO DISCUSS TAOS LAND TRUST OPPORTUNITIES AND CHALLENGES PRESENTED BY COVID-19. KRISTINA CONSIDERED AN DECIDED IN FAVOR OF AN EARLY DISTRIBUTION AS AN OPTION FOR TAOS LAND TRUST. SINCE THE INCEPTION OF THE TRUST, THE TRUSTEE HAS ENGAGED THE SERVICES OF BETH KELLY TO BE THE LIASON BETWEEN THE TRUSTEE AND THE SEVEN SUPPORTED ORGANIZATIONS. MS. KELLY'S RESPONSIBILITIES INCLUDE MEETING WITH OFFICERS OF EACH ORGANIZATION ON A QUARTERLY BASIS. IN ADDITION, SHOULD AN OFFICER OF THE ORGANIZATION CONTACT MS. KELLY WITH REQUESTS OF THE TRUST, SHE IS EITHER IN TELEPHONIC OR EMAIL CONTACT WITH OFFICERS OF THE TRUSTEE TO INFORM THEM OF THE POSSIBLE NEEDS OF THE SPECIFIC SUPPORTED ORGANIZATION. WITH THE LEADERSHIP OF MS. KELLY, A SERIES OF PERIODIC RELATIONSHIP BUILDING MEETINGS HAVE BEEN HELD WITH ONE OF THE SEVEN ORGANIZATIONS ACTING AS HOST TO INFORM THE OTHER ORGANIZATIONS OF THAT ORGANIZATION'S PROGRAMS. | ExplanationTxt |
Schedule B IRS990ScheduleB
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | RESTRICTED | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | RESTRICTED | TotalContributionsAmt |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | 0 | GrantRecordsMaintainedInd |
Recipient Table RecipientTable (7 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Recipient EINRecipientEIN | Cash GrantCashGrantAmt | Non Cash AssistanceNonCashAssistanceAmt | Purpose Of GrantPurposeOfGrantTxt |
|---|---|---|---|---|---|---|---|
| TAOS LAND TRUST | |||||||
| 410 LA POSTA ROAD | TAOS | NM | 87571 | 850373099 | $39,003 | $0 | ESSENTIAL OPERATIONS |
| TAOS VOLUNTEER FIRE DEPARTMENT | |||||||
| 323 CAMINO DE LA PLACITA | TAOS | NM | 87571 | 850282848 | $39,003 | $0 | ESSENTIAL OPERATIONS |
| TAOS HISTORIC MUSEUMS | |||||||
| 222 LEDOUX STREET | TAOS | NM | 87571 | 850162279 | $39,003 | $0 | ESSENTIAL OPERATIONS |
| UNIVERSITY OF NEW MEXICO FOUNDATION INC | |||||||
| 238 LEDOUX STREET | TAOS | NM | 87571 | 850275408 | $37,282 | $0 | ESSENTIAL OPERATIONS |
| MILLICENT ROGERS MUSEUM INC | |||||||
| 1504 MILLICENT ROGERS RD | TAOS | NM | 87571 | 136161708 | $39,003 | $0 | ESSENTIAL OPERATIONS |
| HUMANE SOCIETY OF TAOS DBA STRAY HEARTS | |||||||
| PO BOX 622 | TAOS | NM | 87571 | 850342062 | $39,003 | $0 | ESSENTIAL OPERATIONS |
| DREAM TREE PROJECT INC | |||||||
| 128 LA POSTA ROAD | TAOS | NM | 87571 | 850462470 | $39,003 | $0 | ESSENTIAL OPERATIONS |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (4 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART VI, SECTION B, LINE 11B | THE TRUST ORGANIZATION HOLDS REGULAR MEETING AMONG ITS PRESIDENT, VICE PRESIDENT, AND ITS PAID REPRESENTATIVE TO MAINTAINS CONTACT WITH THE SEVEN SUPPORTED ORGANIZATIONS. DURING THOSE MEETINGS, IT REVIEWS CURRENT MATTERS AND WILL REVIEW AND DISCUSS THE ANNUAL FORM 990 PRIOR TO ITS FILING. |
| FORM 990, PART VI, SECTION B, LINE 12C | TRUSTEE IS A CORPORATE FIDUCIARY REGULATED BY THE NEW MEXICO FINANCIAL INSTITUTIONS DIVISION, WHICH CONDUCTS PERIODIC EXAMINATIONS OF THE TRUSTEE. INCLUDED IN THESE EXAMINATIONS IS A QUESTIONNAIRE REQUIRING THE OFFICIERS TO DISCLOSE ANY POSSIBLE SELF-DEALINGS WITH ITS TRUSTS, IN ADDITION THE TRUSTEE EMPLOYS A COMPLIANCE COORDINATOR TO CONDUCT AN ANNUAL INTERNAL COMPLIANCE REVIEW, WHICH IS SUBMITTED TO THE BOARD ON AN ANNUAL BASIS. |
| FORM 990, PART VI, SECTION B, LINE 15 | THE TRUST ORGANIZATION IS MANAGED BY A CORPORATE FIDUCIARY WHOSE OFFICERS REPORT TO ITS BOARD OF DIRECTORS. THOSE BOARD MEMBERS REVIEW THE ANNUAL PERFORMANCE AND COMPENSATION OF THE CEO. |
| FORM 990, PART VI, SECTION C, LINE 19 | THE TRUST ORGANIZATION IS GOVERNED BY THE ESTATE OF CLARK B. FUNK AS MODIFIED BY A JUDICIAL ORDER. THE TRUST AGREEMENT AND THE MODIFICATION ORDER HAVE BEEN PREVIOUSLY PROVIDED TO THE IRS. THESE DOCUMENTS HAVE PREVIOUSLY BEEN PROVIDED TO THE SEVEN PUBLIC CHARITIES SUPPORTED BY THE TRUST AND ANNUAL STATEMENTS SHOWING THE VALUATION AND PROPOSED ANNUAL DISTRIBUTION OF INCOME AND PRINCIPAL WILL BE POSTED TO THE TRUST ORGANIZATION'S WEBSITE AND DISCUSSED AT AN ANNUAL MEETING OF THE TRUST ORGANIZATION AND ITS SUPPORTED ORGANIZATIONS. |
Schedule R IRS990ScheduleR
Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp (7 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | EINEIN | Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile StateLegalDomicileStateCd | Exempt Code SectionExemptCodeSectionTxt | Public Charity StatusPublicCharityStatusTxt | Controlled OrganizationControlledOrganizationInd |
|---|---|---|---|---|---|---|---|---|---|
| TAOS LAND TRUST | |||||||||
| 410 LA POSTA ROAD | TAOS | NM | 87571 | 850373099 | PRESERVATION OF UNDEVELOPED LAND FOR PUBLIC USE | NM | 501(C)(3) | LINE 7 | 0 |
| TAOS VOLUNTEER FIRE DEPARTMENT | |||||||||
| 323 CAMINO DE LA PLACITA | TAOS | NM | 87571 | 850282848 | PROVIDING VOLUNTEER FIRE SUPRESSION ACTIVITIES | NM | 501(C)(3) | LINE 7 | 0 |
| TAOS HISTORIC MUSEUM INC | |||||||||
| 222 LEDOUX STREET | TAOS | NM | 87571 | 850162279 | OPERATE LOCAL ART MUSEUMS | NM | 501(C)(3) | LINE 7 | 0 |
| UNIVERSITY OF NEW MEXICO FOUNDATION INC FBO THE HARWOOD MUSEUM | |||||||||
| 238 LEDOUX STREET | TAOS | NM | 87571 | 850275408 | OPERATE ART MUSEUM & TO PROVIDE ART EDUCATION | NM | 501(C)(3) | LINE 7 | 0 |
| MILLICENT ROGERS MUSEUM | |||||||||
| PO BOX 1210 | TAOS | NM | 87571 | 136161708 | OPERATE LOCAL MUSEUM SPECIALIZING IN SOUTHWEST & NATIVE AMERICAN ART | NM | 501(C)(3) | LINE 7 | 0 |
| HUMANE SOCIETY OF TAOS DBA STRAY HEARTS | |||||||||
| PO BOX 622 | TAOS | NM | 87571 | 850342062 | OPERATE ANIMAL SHELTER | NM | 501(C)(3) | LINE 7 | 0 |
| DREAM TREE PROJECT INC | |||||||||
| 128 LA POSTA ROAD | TAOS | NM | 87571 | 850462470 | PROVIDE GUIDANCE & ASSISTANCE TO AT-RISK YOUTHS | NM | 501(C)(3) | LINE 7 | 0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Annts Rnts Rylts | 0 | ReceiptOfIntAnntsRntsRyltsInd |
| Gift Grnt Or Cap Contri To Oth Org | 0 | GiftGrntOrCapContriToOthOrgInd |
| Gift Grnt Cap Contri From Oth Org | 0 | GiftGrntCapContriFromOthOrgInd |
| Loans Or Guarantees To Other Org | 0 | LoansOrGuaranteesToOtherOrgInd |
| Loans Or Guarantees From Oth Org | 0 | LoansOrGuaranteesFromOthOrgInd |
| Div Related Organization | 0 | DivRelatedOrganizationInd |
| Asset Sale To Other Org | 0 | AssetSaleToOtherOrgInd |
| Asset Purchase From Other Org | 0 | AssetPurchaseFromOtherOrgInd |
| Asset Exchange | 0 | AssetExchangeInd |
| Rental Of Facilities To Oth Org | 0 | RentalOfFacilitiesToOthOrgInd |
| Rental Of Fclts From Oth Org | 0 | RentalOfFcltsFromOthOrgInd |
| Perform Of Services For Oth Org | 0 | PerformOfServicesForOthOrgInd |
| Perform Of Services By Other Org | 0 | PerformOfServicesByOtherOrgInd |
| Sharing Of Facilities | 0 | SharingOfFacilitiesInd |
| Paid Employees Sharing | 0 | PaidEmployeesSharingInd |
| Reimbursement Paid To Other Org | 0 | ReimbursementPaidToOtherOrgInd |
| Reimbursement Paid By Other Org | 0 | ReimbursementPaidByOtherOrgInd |
| Transfer To Other Org | 0 | TransferToOtherOrgInd |
| Transfer From Other Org | 0 | TransferFromOtherOrgInd |