thank you - taos community foundations...barney berkowitz bt coleman billy knight wanda lucero...

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ANNUAL REPORT 2 0 1 8 WE CREATE LASTING POSITIVE CHANGE.

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Page 1: THANK YOU - Taos Community Foundations...Barney Berkowitz BT Coleman Billy Knight Wanda Lucero Maggie Evans Rael Angel Reyes Eleanor Romero Bob Shaw John Speirs Fred Winter STAFF Lisa

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.

Page 2: THANK YOU - Taos Community Foundations...Barney Berkowitz BT Coleman Billy Knight Wanda Lucero Maggie Evans Rael Angel Reyes Eleanor Romero Bob Shaw John Speirs Fred Winter STAFF Lisa

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

Page 3: THANK YOU - Taos Community Foundations...Barney Berkowitz BT Coleman Billy Knight Wanda Lucero Maggie Evans Rael Angel Reyes Eleanor Romero Bob Shaw John Speirs Fred Winter STAFF Lisa

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

Page 4: THANK YOU - Taos Community Foundations...Barney Berkowitz BT Coleman Billy Knight Wanda Lucero Maggie Evans Rael Angel Reyes Eleanor Romero Bob Shaw John Speirs Fred Winter STAFF Lisa

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.