thank you - taos community foundations...barney berkowitz bt coleman billy knight wanda lucero...
TRANSCRIPT
THANK YOUTaos Community Foundation relies on strong partnerships to bring our community work to fruition. Thank you to those who partner with us.
TAOSCF.ORG 575-737-9300 115 LA POSTA RD, TAOS
TCF BOARDAdriana BlakeLaurie Mitchell DunnJohn HamiltonGeorge JaramilloDave LambertVernon LujanBen MaddoxDennis ManzanaresKate O'NeillDavid NordenWes PattersonAndrea Szekeres
BOARD EMERITUSEdy AndersonBetty BackerBarney BerkowitzBT ColemanBilly KnightWanda LuceroMaggie Evans RaelAngel ReyesEleanor RomeroBob ShawJohn SpeirsFred Winter
STAFFLisa O'Brien, Foundation DirectorTraci Chavez McAdams, Director of Philanthropic ServicesThomas Buckley, Chief Finance OfficerHelen Forte, Director of Community OutreachLouis Jeantete, Program Associate
FINANCE / INVESTMENT COMMITTEEDavid Norden, ChairJohn HamiltonGeorge JaramilloBilly KnightDave LambertLaurie Mitchell DunnDoug Swinehart
TAOS FOUNDATION FOR PROPERTY GIFTS, INC.Angel Reyes, ChairJake CaldwellMatthew FosterAbby SangerRic Tredwin
DEVELOPMENT COMMITTEEDave Lambert, ChairJohn HamiltonGeorge JaramilloTommy LylesScott McAdams
GRANTS COMMITTEEJanet BursteinKelan EmeryKate HarrisRachel KolmanScott McAdamsKenneth MurrellJerry PachecoEleanor RomeroAndrea SzekeresDave Wasserman
FRIEDMAN FAMILY SCHOLARSHIPSusie FioreHank FriedmanAmber McCabeEleanor RomeroRic TredwinCasey Tonrey- Ex Officio
FIRST GENERATION SCHOLARSHIPYale JonesShanti JonesCamille PetersenStephanie PatakiNick Pataki
LEONARD AND JANE LECHT LEGACY SCHOLARSHIPAvis VermilyeJudy AndersonJean Smith
ERNIE BLAKE MEMORIAL SCHOLARSHIPAdriana BlakeAlexsis BlakeDawn BoulwareKristin O'FlahertyHeather Ginn
GARCIA HISPANIC SCHOLARSHIPSonya Silva-BacaGeorge JaramilloEleanor RomeroAngela RomeroJerry Pacheco
BEATRICE & VIRGIL GUTIERREZ MEMORIAL SCHOLARSHIPKathleen GutierrezTimothy RoakeJames GutierrezJulia Linares-RoakeCaitlin RoakeLouis Gutierrez
CHILD RITE FUNDRuth WaterhouseDr. Caryle ZorumskiRachel Kolman
TAOS PUBLIC EDUCATION FUNDLucille Gallegos-JaramilloJonna-Lynn MandelbaumFrank OatmanAnnette RubinValerie Wells
TCF VOLUNTEERSEdy AndersonBetty BackerJenny BegleyJackie BlishJeanie BorreePhyllis BrowneArt ClarkCharles J. CoxRyan DeBueHannah EngelDylan ForteMaya ForteKen GallardAsia GoldenPeggy HamiltonAlix HenryJohn and Mary Ann HillyardSusie Hupp-HeveronLucille Gallegos JaramilloAna KlenickiScott McAdamsAddie MerkleMary MortimerJeff MuglestonPatrick O'BrienDolly PeraltaSusan PaulsenGeneva PryorLeigh QuirkForest RachGreg RachMaggie Evans RaelDeborah Rael-BuckleyCaryn ReardonSarah SanfordWendy StaggCharlene TamayoSally TerryLisa TringaliKarlis VicepsRhonda Wyche
WOMEN GIVE ADVISORSCindy AtkinsPeg BartlettUrsula BerkowitzAlexsis BlakeJackie BlishJanara BornsteinJanet BursteinRomy ColoniusSonya DavisBarbara DeVaneLaurie Michell DunnDel EndresMaggie Evans RaelKarina GerstenMary McPhail GrayNakeesha HaelenJasmin HastingsCatherine HorseyClaire L. HayeAlix HenryKathryn H. HermanMarguerite LambertDebbie Friday JagersRachel KolmanWanda LuceroAndra MaddoxMarie MartinezDonna MellingerMary MortimerLisa OxboelSusan PaulsenJamie SchultzJen ScottAndrea SzekeresMerril TydingsNita van der WerffMarcia Winter
AGENCY ENDOWMENT PARTNERSAmigos BravosCathleen Tomlinson Fund (Southwest International Dyslexia Association)Dr. Larry Shreiber Mountain Home Health and HospiceDreamTree ProjectGolden Willow Retreat CenterHEART of TaosHoly Cross HospitalKit Carson MuseumLama FoundationMusic From Angel FireNot Forgotten OutreachRocky Mountain Youth CorpsSouthern Methodist University - Taos BranchStray Hearts Animal ShelterTaos Center for the ArtsTaos Historic Museum Martinez HaciendaTaos Land TrustTaos Milagro Rotary ClubTaos School of MusicTaos Sports AssociatesThink New MexicoUNM - Taos BranchUNM - Taos Education and Career CenterYouth Heartline
ANNUAL REPORT
2018
WE CREATE LASTING POSITIVE CHANGE.
Taos Community Foundation is set up to make charitable giving easy, flexible and effective. Our goals are to help you give the optimal asset and to support your giving so you have confidence knowing you have gifted wisely. Gifts can come in all shapes and sizes; they can also be structured for an immediate community need, or as a “gift for the future”.
Our primary charitable vehicles for meeting the needs of community are: DONOR ADVISED FUNDS | AGENCY/DESIGNATED FUNDS | FIELD OF INTEREST FUNDS
To learn more about planning your gift, please visit taoscf.org.
All data points relate to fiscal year reporting July 1, 2017 – June 30, 2018.
We have pushed the boundaries of our work this year in defining community impact with a broader vision and a deeper commitment. Taos Community Foundation is not just a grantmaking organization. We see ourselves as a leader in building trusting relationships with individuals and organizations, so that together we create lasting positive change. In addition to growth, we’ve strengthened our strategic direction by connecting Donor Services, Non Profit Capacity Building and Legacy Gift conversations.
As our assets and partnerships grow, so does our ability to increase our grantmaking activities. Through various initiatives, the Foundation supports charitable projects through both competitive grant application cycles as well as matching donors with things that spark a personal passion or interest. We strive to find the points of intersection that bring new resources, talents and expertise to the table. This past year we have expanded our efforts to open the doors wide to our office and to facilitate conversations across many sectors of community.
For information on granting initiatives or to learn more about any of the grants awarded in our 7 Giving Pathways, please give us a call!
TAOSCF.ORG 575-737-9300
Our work depends on strong financial management and solid internal operations. Taos Community Foundation continues to reflect a strong financial platform. In the last two years, our total assets increased by 32%. The financial statements of Taos Community Foundation are audited annually by an independent accounting firm. A copy of these financial statements and tax filings (Form 990) may be obtained on the Foundation’s website.
Non Profit Agency Funds $2,891,224
Designated Funds $623,819
Donor Advised Funds $2,667,616
Field of Interest Funds $1,493,460
TCF Directed Funds $2,600,804
TOTAL ASSETS $10,276,923
GRANTINGAwarded $1.1 million in community
grants and scholarships this fiscal year
NON PROFIT SUPPORT
• Launched a Best Practice Educational Project
• Lowered administrative fund fees for Agency
Endowment Funds
DONOR SERVICES10 new charitable funds opened
this fiscal year.
LEGACY GIFTS12 new Legacy Gift
commitments received this year.
ASSETS
$4,009,5372009
$5,140,2302010
$6,548,9062011
$6,503,9002012
$7,142,6962013
$7,903,8452014
$7,731,2682015
$7,776,7062016
$10,174,2362017
$10,276,9232018
GIFTS
FIRST
QUAR
TER17/
18
$798,896
$1,126,556
$1,020,455
$836,230
$1,258,045
$2,656,941
$1,209,120
$1,361,573
FINANCIAL HIGHLIGHTS COMMUNITY IMPACT
Arts & Culture19%
Basic Needs10%
Community & Advocacy28%
Educational28%
Health5%
Environment3%
Youth9%
CASH STOCKS BONDS MUTUAL FUNDS
CLOSELY HELD STOCK
REAL ESTATE
401K & IRA ACCOUNTS
LIFE INSURANCE POLICIES
BEQUESTS
BALANCE BY FUND TYPE
2012
2011
2013
2014
2015
2016
2017
TOTAL GRANTS PAID
$467,546
$560,232
$690,162
$664,126
$758,676
$739,630
$1,110,630
2012
2013
2014
2015
2016
2017
2018
Taos Community Foundation is set up to make charitable giving easy, flexible and effective. Our goals are to help you give the optimal asset and to support your giving so you have confidence knowing you have gifted wisely. Gifts can come in all shapes and sizes; they can also be structured for an immediate community need, or as a “gift for the future”.
Our primary charitable vehicles for meeting the needs of community are: DONOR ADVISED FUNDS | AGENCY/DESIGNATED FUNDS | FIELD OF INTEREST FUNDS
To learn more about planning your gift, please visit taoscf.org.
All data points relate to fiscal year reporting July 1, 2017 – June 30, 2018.
We have pushed the boundaries of our work this year in defining community impact with a broader vision and a deeper commitment. Taos Community Foundation is not just a grantmaking organization. We see ourselves as a leader in building trusting relationships with individuals and organizations, so that together we create lasting positive change. In addition to growth, we’ve strengthened our strategic direction by connecting Donor Services, Non Profit Capacity Building and Legacy Gift conversations.
As our assets and partnerships grow, so does our ability to increase our grantmaking activities. Through various initiatives, the Foundation supports charitable projects through both competitive grant application cycles as well as matching donors with things that spark a personal passion or interest. We strive to find the points of intersection that bring new resources, talents and expertise to the table. This past year we have expanded our efforts to open the doors wide to our office and to facilitate conversations across many sectors of community.
For information on granting initiatives or to learn more about any of the grants awarded in our 7 Giving Pathways, please give us a call!
TAOSCF.ORG 575-737-9300
Our work depends on strong financial management and solid internal operations. Taos Community Foundation continues to reflect a strong financial platform. In the last two years, our total assets increased by 32%. The financial statements of Taos Community Foundation are audited annually by an independent accounting firm. A copy of these financial statements and tax filings (Form 990) may be obtained on the Foundation’s website.
Non Profit Agency Funds $2,891,224
Designated Funds $623,819
Donor Advised Funds $2,667,616
Field of Interest Funds $1,493,460
TCF Directed Funds $2,600,804
TOTAL ASSETS $10,276,923
GRANTINGAwarded $1.1 million in community
grants and scholarships this fiscal year
NON PROFIT SUPPORT
• Launched a Best Practice Educational Project
• Lowered administrative fund fees for Agency
Endowment Funds
DONOR SERVICES10 new charitable funds opened
this fiscal year.
LEGACY GIFTS12 new Legacy Gift
commitments received this year.
ASSETS
$4,009,5372009
$5,140,2302010
$6,548,9062011
$6,503,9002012
$7,142,6962013
$7,903,8452014
$7,731,2682015
$7,776,7062016
$10,174,2362017
$10,276,9232018
GIFTS
FIRST
QUAR
TER17/
18
$798,896
$1,126,556
$1,020,455
$836,230
$1,258,045
$2,656,941
$1,209,120
$1,361,573
FINANCIAL HIGHLIGHTS COMMUNITY IMPACT
Arts & Culture19%
Basic Needs10%
Community & Advocacy28%
Educational28%
Health5%
Environment3%
Youth9%
CASH STOCKS BONDS MUTUAL FUNDS
CLOSELY HELD STOCK
REAL ESTATE
401K & IRA ACCOUNTS
LIFE INSURANCE POLICIES
BEQUESTS
BALANCE BY FUND TYPE
2012
2011
2013
2014
2015
2016
2017
TOTAL GRANTS PAID
$467,546
$560,232
$690,162
$664,126
$758,676
$739,630
$1,110,630
2012
2013
2014
2015
2016
2017
2018
THANK YOUTaos Community Foundation relies on strong partnerships to bring our community work to fruition. Thank you to those who partner with us.
TAOSCF.ORG 575-737-9300 115 LA POSTA RD, TAOS
TCF BOARDAdriana BlakeLaurie Mitchell DunnJohn HamiltonGeorge JaramilloDave LambertVernon LujanBen MaddoxDennis ManzanaresKate O'NeillDavid NordenWes PattersonAndrea Szekeres
BOARD EMERITUSEdy AndersonBetty BackerBarney BerkowitzBT ColemanBilly KnightWanda LuceroMaggie Evans RaelAngel ReyesEleanor RomeroBob ShawJohn SpeirsFred Winter
STAFFLisa O'Brien, Foundation DirectorTraci Chavez McAdams, Director of Philanthropic ServicesThomas Buckley, Chief Finance OfficerHelen Forte, Director of Community OutreachLouis Jeantete, Program Associate
FINANCE / INVESTMENT COMMITTEEDavid Norden, ChairJohn HamiltonGeorge JaramilloBilly KnightDave LambertLaurie Mitchell DunnDoug Swinehart
TAOS FOUNDATION FOR PROPERTY GIFTS, INC.Angel Reyes, ChairJake CaldwellMatthew FosterAbby SangerRic Tredwin
DEVELOPMENT COMMITTEEDave Lambert, ChairJohn HamiltonGeorge JaramilloTommy LylesScott McAdams
GRANTS COMMITTEEJanet BursteinKelan EmeryKate HarrisRachel KolmanScott McAdamsKenneth MurrellJerry PachecoEleanor RomeroAndrea SzekeresDave Wasserman
FRIEDMAN FAMILY SCHOLARSHIPSusie FioreHank FriedmanAmber McCabeEleanor RomeroRic TredwinCasey Tonrey- Ex Officio
FIRST GENERATION SCHOLARSHIPYale JonesShanti JonesCamille PetersenStephanie PatakiNick Pataki
LEONARD AND JANE LECHT LEGACY SCHOLARSHIPAvis VermilyeJudy AndersonJean Smith
ERNIE BLAKE MEMORIAL SCHOLARSHIPAdriana BlakeAlexsis BlakeDawn BoulwareKristin O'FlahertyHeather Ginn
GARCIA HISPANIC SCHOLARSHIPSonya Silva-BacaGeorge JaramilloEleanor RomeroAngela RomeroJerry Pacheco
BEATRICE & VIRGIL GUTIERREZ MEMORIAL SCHOLARSHIPKathleen GutierrezTimothy RoakeJames GutierrezJulia Linares-RoakeCaitlin RoakeLouis Gutierrez
CHILD RITE FUNDRuth WaterhouseDr. Caryle ZorumskiRachel Kolman
TAOS PUBLIC EDUCATION FUNDLucille Gallegos-JaramilloJonna-Lynn MandelbaumFrank OatmanAnnette RubinValerie Wells
TCF VOLUNTEERSEdy AndersonBetty BackerJenny BegleyJackie BlishJeanie BorreePhyllis BrowneArt ClarkCharles J. CoxRyan DeBueHannah EngelDylan ForteMaya ForteKen GallardAsia GoldenPeggy HamiltonAlix HenryJohn and Mary Ann HillyardSusie Hupp-HeveronLucille Gallegos JaramilloAna KlenickiScott McAdamsAddie MerkleMary MortimerJeff MuglestonPatrick O'BrienDolly PeraltaSusan PaulsenGeneva PryorLeigh QuirkForest RachGreg RachMaggie Evans RaelDeborah Rael-BuckleyCaryn ReardonSarah SanfordWendy StaggCharlene TamayoSally TerryLisa TringaliKarlis VicepsRhonda Wyche
WOMEN GIVE ADVISORSCindy AtkinsPeg BartlettUrsula BerkowitzAlexsis BlakeJackie BlishJanara BornsteinJanet BursteinRomy ColoniusSonya DavisBarbara DeVaneLaurie Michell DunnDel EndresMaggie Evans RaelKarina GerstenMary McPhail GrayNakeesha HaelenJasmin HastingsCatherine HorseyClaire L. HayeAlix HenryKathryn H. HermanMarguerite LambertDebbie Friday JagersRachel KolmanWanda LuceroAndra MaddoxMarie MartinezDonna MellingerMary MortimerLisa OxboelSusan PaulsenJamie SchultzJen ScottAndrea SzekeresMerril TydingsNita van der WerffMarcia Winter
AGENCY ENDOWMENT PARTNERSAmigos BravosCathleen Tomlinson Fund (Southwest International Dyslexia Association)Dr. Larry Shreiber Mountain Home Health and HospiceDreamTree ProjectGolden Willow Retreat CenterHEART of TaosHoly Cross HospitalKit Carson MuseumLama FoundationMusic From Angel FireNot Forgotten OutreachRocky Mountain Youth CorpsSouthern Methodist University - Taos BranchStray Hearts Animal ShelterTaos Center for the ArtsTaos Historic Museum Martinez HaciendaTaos Land TrustTaos Milagro Rotary ClubTaos School of MusicTaos Sports AssociatesThink New MexicoUNM - Taos BranchUNM - Taos Education and Career CenterYouth Heartline
ANNUAL REPORT
2018
WE CREATE LASTING POSITIVE CHANGE.