Civic Intelligence

Montaner Charitable Tr UW

EIN 83-6455052 • 501(c)3 • Taos, NM

Profile

The montaner charitable trust's sole mission is to provide annual support to seven (7) public charities based in taos county new mexico

630 Paseo Del Pueblo Sur 170Taos, NM 87571

www.montanercharitabletrust.org

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

49th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

NTEE T30 • $1M-$5M nonprofits • Source year 2024

Liabilities / Revenue

49th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

NTEE T30 • $1M-$5M nonprofits • Source year 2024

Net Margin

12th percentile

-27%

Higher net margin than 12% of similar nonprofits.

NTEE T30 • $1M-$5M nonprofits • Source year 2024

Top Officer Pay

70th percentile

$28,872

Higher top officer pay than 70% of similar nonprofits.

Top officer pay equals 9.3% of source-year revenue.

NTEE T30 • $1M-$5M nonprofits • Source year 2024

Asset Growth

28th percentile

-2.7%

Faster asset growth than 28% of similar nonprofits.

NTEE T30 • $1M-$5M nonprofits • Annualized from 2023 to 2024

Revenue Growth

69th percentile

47%

Faster revenue growth than 69% of similar nonprofits.

NTEE T30 • $1M-$5M nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets49th percentile

Assets

Down

$3,035,504

Down $83,928 (-2.7%) from 2023

Liabilities

Flat

$0

Flat from 2023

Net Assets

Down

$3,035,504

Down $83,928 (-2.7%) from 2023

Operations
Liabilities / Revenue49th percentileNet Margin12th percentile

Revenue

Up

$310,651

Up $99,035 (+47%) from 2023

Expenses

Up

$394,579

Up $73,714 (+23%) from 2023

Net Income

Up

-$83,928

Up $25,321 (+23%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth28th percentile

Grouped bars show assets, liabilities, and net assets across loaded filings.

$4.0M$3.0M$2.0M$1.0M$0Assets 2018: $3,534,310Liabilities 2018: $0Net Assets 2018: $3,534,3102018Assets 2019: $3,390,920Liabilities 2019: $0Net Assets 2019: $3,390,9202019Assets 2020: $3,504,221Liabilities 2020: $0Net Assets 2020: $3,504,2212020Assets 2021: $3,475,515Liabilities 2021: $0Net Assets 2021: $3,475,5152021Assets 2022: $3,228,681Liabilities 2022: $0Net Assets 2022: $3,228,6812022Assets 2023: $3,119,432Liabilities 2023: $0Net Assets 2023: $3,119,4322023Assets 2024: $3,035,504Liabilities 2024: $0Net Assets 2024: $3,035,5042024

Highlighted filing

2024

Assets$3,035,504
Liabilities$0
Net Assets$3,035,504
Open 2024 Filing

Operations Trend

Revenue Growth69th percentile

Revenue, expenses, and net income by year, with the latest filing highlighted.

$4.0M$3.0M$2.0M$1.0M$0-$1.0MRevenue 2018: $3,535,190Expenses 2018: $0Net Income 2018: $3,535,1902018Revenue 2019: $118,415Expenses 2019: $261,805Net Income 2019: -$143,3902019Revenue 2020: $416,706Expenses 2020: $303,405Net Income 2020: $113,3012020Revenue 2021: $316,441Expenses 2021: $345,147Net Income 2021: -$28,7062021Revenue 2022: $142,562Expenses 2022: $389,396Net Income 2022: -$246,8342022Revenue 2023: $211,616Expenses 2023: $320,865Net Income 2023: -$109,2492023Revenue 2024: $310,651Expenses 2024: $394,579Net Income 2024: -$83,9282024

Highlighted filing

2024

Revenue$310,651
Expenses$394,579
Net Income-$83,928
Open 2024 Filing

Filings

Most recent year

2024 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$3,035,504
Liabilities
$0
Net assets
$3,035,504
Revenue
$310,651
Expenses
$394,579
Net income
-$83,928
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$3.04$0.00$3.04$0.31$0.39$0.08
2023Detailed filing. Detailed filing data is available for this year.$3.12$0.00$3.12$0.21$0.32$0.11
2022Detailed filing. Detailed filing data is available for this year.$3.23$0.00$3.23$0.14$0.39$0.25
2021Detailed filing. Detailed filing data is available for this year.$3.48$0.00$3.48$0.32$0.35$0.03
2020Detailed filing. Detailed filing data is available for this year.$3.50$0.00$3.50$0.42$0.30$0.11
2019Detailed filing. Detailed filing data is available for this year.$3.39$0.00$3.39$0.12$0.26$0.14
2018Detailed filing. Detailed filing data is available for this year.$3.53$0.00$3.53$3.54$0.00$3.54
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Nov 12, 2025
Return Version
2024v5.2
Gross Receipts
$655,865
Mission and Program Overview

Mission

The montaner charitable trust's sole mission is to provide annual support to seven (7) public charities based in taos county new mexico

The trust organization's sole purpose is to support the activities of seven public charities located in taos county, new mexico.

Balance Sheet Detail
LineBeginningEndChange
Assets
Rtn Earn Endowment Incm Other Fnds$3,119,432$3,035,504▼ $83,928
Investments in Publicly Traded Securities$2,925,804$2,580,589▼ $345,215
Cash and Non-Interest-Bearing Accounts$193,628$438,883▲ $245,255
Investments Other Securities-$16,032-
Pd in Cap Srpls Land Bldg Eqp Fund$0$0→ $0
Cap Stk Tr Prin Current Funds$0$0→ $0
Total Assets$3,119,432$3,035,504▼ $83,928
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Total Net Assets Fund Balance$3,119,432$3,035,504▼ $83,928
Total Liabilities and Net Assets / Fund Balance$3,119,432$3,035,504▼ $83,928
Compensation and Service Providers
Top Officer Pay70th percentile

Employees

NameTitleBaseTotal
-Corp-trustee$28,872$28,872
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$0
Investment Income
$310,651
Other Revenue
$0
Change in Net Assets
$-83,928
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$325,945
Other Expenses$39,762
Salaries, Compensation, and Employee Benefits$28,872
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$325,945--$325,945
Current Officers, Directors, Trustees, and Key Employees$14,436$14,436-$28,872
Fees for Service Investment Mgmnt Fees$10,374$10,374-$20,748
Fees for Services Management$6,356$6,356-$12,712
Fees for Services Accounting$2,626$2,626-$5,252
Fees for Services Other$525$525-$1,050
Total Functional Expenses$360,262$34,317$0$394,579
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Dream Tree Project IncTaos, NM-Essential Operations$46,564
Humane Society of Taos Dba Stray HeartsTaos, NM-Essential Operations$46,564
Millicent Rogers Museum IncTaos, NM-Essential Operations$46,564
Taos Land TrustTaos, NM-Essential Operations$46,564
Taos Historic MuseumsTaos, NM-Essential Operations$46,563
Taos Volunteer Fire DepartmentTaos, NM-Essential Operations$46,563
University of New Mexico Foundation IncTaos, NM-Essential Operations$46,563
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Business relationship with 35% controlled entity
No
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
Yes
Other officer compensation reviewed
Yes
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section B, Line 11B

“The trust organization holds regular meeting among its chairman, vice president, and its paid representative to maintain 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 officers 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, and it engages an outside cpa to perform an agreed upon procedures.”

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 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's website and discussed at an annual meeting of the trust organization and its supported organizations.”

Filing and Contact Details

Filer

Filer Name
Montaner Charitable Tr Uw
EIN
83-6455052
Phone
5757587700
Address
630 PASEO DEL PUEBLO SUR 170, TAOS, NM 87571

Signing Officer

Name
Stella Edens Pederson
Title
CEO, Trustee, Heritage Trust Co
Phone
5757587700
Signed
2025-11-12
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Stella Edens Pederson
Formed
2018
Legal Domicile
Nm
Voting Board Members
3
Independent Board Members
3
Employees
0
Volunteers
0

Preparer

Firm
Burt & Company Cpas LLC
Address
630 PASEO DEL PUEBLO SUR 175, TAOS, NM 87571
Preparer
Matthew J Pacheco
Phone
5752135289
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This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

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IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt0MONTANER 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 SUPPORTING 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 $46,563.61 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
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc0PART IV, SECTION D, LINE 2
IRS990ScheduleA/MinimumAssetAmountGrp/AcquisitionIndebtednessGrp/CurrentYearAmt00
IRS990ScheduleA/MinimumAssetAmountGrp/AcquisitionIndebtednessGrp/PriorYearAmt00
IRS990ScheduleA/MinimumAssetAmountGrp/AdjustedFMVLessIndebtednessGrp/CurrentYearAmt00
IRS990ScheduleA/MinimumAssetAmountGrp/AdjustedFMVLessIndebtednessGrp/PriorYearAmt00
IRS990ScheduleA/MinimumAssetAmountGrp/AverageMonthlyCashBalancesGrp/CurrentYearAmt00
IRS990ScheduleA/MinimumAssetAmountGrp/AverageMonthlyCashBalancesGrp/PriorYearAmt00
IRS990ScheduleA/MinimumAssetAmountGrp/AverageMonthlyFMVOfSecGrp/CurrentYearAmt00
IRS990ScheduleA/MinimumAssetAmountGrp/AverageMonthlyFMVOfSecGrp/PriorYearAmt00
IRS990ScheduleA/MinimumAssetAmountGrp/CashDeemedCharitableGrp/CurrentYearAmt00
IRS990ScheduleA/MinimumAssetAmountGrp/CashDeemedCharitableGrp/PriorYearAmt00
IRS990ScheduleA/MinimumAssetAmountGrp/DiscountClaimedAmt00
IRS990ScheduleA/MinimumAssetAmountGrp/FMVOtherNonExemptUseAssetGrp/CurrentYearAmt00
IRS990ScheduleA/MinimumAssetAmountGrp/FMVOtherNonExemptUseAssetGrp/PriorYearAmt00
IRS990ScheduleA/MinimumAssetAmountGrp/NetVlNonExemptUseAssetsGrp/CurrentYearAmt00
IRS990ScheduleA/MinimumAssetAmountGrp/NetVlNonExemptUseAssetsGrp/PriorYearAmt00
IRS990ScheduleA/MinimumAssetAmountGrp/PctOfNetVlNonExemptUseAstGrp/CurrentYearAmt00
IRS990ScheduleA/MinimumAssetAmountGrp/PctOfNetVlNonExemptUseAstGrp/PriorYearAmt00
IRS990ScheduleA/MinimumAssetAmountGrp/RecoveriesPYDistriMinAssetGrp/CurrentYearAmt00
IRS990ScheduleA/MinimumAssetAmountGrp/RecoveriesPYDistriMinAssetGrp/PriorYearAmt00
IRS990ScheduleA/MinimumAssetAmountGrp/TotalFMVOfNonExemptUseAssetGrp/CurrentYearAmt00
IRS990ScheduleA/MinimumAssetAmountGrp/TotalFMVOfNonExemptUseAssetGrp/PriorYearAmt00
IRS990ScheduleA/MinimumAssetAmountGrp/TotalMinimumAssetGrp/CurrentYearAmt00
IRS990ScheduleA/MinimumAssetAmountGrp/TotalMinimumAssetGrp/PriorYearAmt00
IRS990ScheduleA/OtherSupportSumAmt00
IRS990ScheduleA/SupportedOrganizationsCnt07
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IRS990ScheduleA/SupportedOrgInformationGrp/EIN1850282848
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IRS990ScheduleA/SupportedOrgInformationGrp/GoverningDocumentListedInd61
IRS990ScheduleA/SupportedOrgInformationGrp/OrganizationTypeCd07
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IRS990ScheduleA/SupportedOrgInformationGrp/OrganizationTypeCd27
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IRS990ScheduleA/SupportedOrgInformationGrp/OrganizationTypeCd57
IRS990ScheduleA/SupportedOrgInformationGrp/OrganizationTypeCd67
IRS990ScheduleA/SupportedOrgInformationGrp/OtherSupportAmt00
IRS990ScheduleA/SupportedOrgInformationGrp/OtherSupportAmt10
IRS990ScheduleA/SupportedOrgInformationGrp/OtherSupportAmt20
IRS990ScheduleA/SupportedOrgInformationGrp/OtherSupportAmt30
IRS990ScheduleA/SupportedOrgInformationGrp/OtherSupportAmt40
IRS990ScheduleA/SupportedOrgInformationGrp/OtherSupportAmt50
IRS990ScheduleA/SupportedOrgInformationGrp/OtherSupportAmt60
IRS990ScheduleA/SupportedOrgInformationGrp/SupportAmt046564
IRS990ScheduleA/SupportedOrgInformationGrp/SupportAmt146564
IRS990ScheduleA/SupportedOrgInformationGrp/SupportAmt246564
IRS990ScheduleA/SupportedOrgInformationGrp/SupportAmt346564
IRS990ScheduleA/SupportedOrgInformationGrp/SupportAmt446564
IRS990ScheduleA/SupportedOrgInformationGrp/SupportAmt546564
IRS990ScheduleA/SupportedOrgInformationGrp/SupportAmt646564
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine1Txt0TAOS LAND TRUST INC
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine1Txt1TAOS VOLUNTEER FIRE DEPARTMENT INC
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine1Txt2TAOS HISTORIC MUSEUMS INC
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine1Txt3UNIVERSITY OF NEW MEXICO FOUNDATION INC
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine1Txt4MILLICENT ROGERS MUSEUM
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine1Txt5HUMANE SOCIETY OF TAOS DBA STRAY HEARTS
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine1Txt6DREAM TREE PROJECT INC
IRS990ScheduleA/SupportingOrganization509a3Ind0X
IRS990ScheduleA/SupportingOrgType3NonFuncInd0X
IRS990ScheduleA/SupportSumAmt0325948
IRS990/ScheduleBRequiredInd00
IRS990ScheduleI/GrantRecordsMaintainedInd00
IRS990ScheduleI/RecipientTable/CashGrantAmt046564
IRS990ScheduleI/RecipientTable/CashGrantAmt146563
IRS990ScheduleI/RecipientTable/CashGrantAmt246563
IRS990ScheduleI/RecipientTable/CashGrantAmt346563
IRS990ScheduleI/RecipientTable/CashGrantAmt446564
IRS990ScheduleI/RecipientTable/CashGrantAmt546564
IRS990ScheduleI/RecipientTable/CashGrantAmt646564
IRS990ScheduleI/RecipientTable/NonCashAssistanceAmt00
IRS990ScheduleI/RecipientTable/NonCashAssistanceAmt10
IRS990ScheduleI/RecipientTable/NonCashAssistanceAmt20
IRS990ScheduleI/RecipientTable/NonCashAssistanceAmt30
IRS990ScheduleI/RecipientTable/NonCashAssistanceAmt40
IRS990ScheduleI/RecipientTable/NonCashAssistanceAmt50
IRS990ScheduleI/RecipientTable/NonCashAssistanceAmt60
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt0ESSENTIAL OPERATIONS
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt1ESSENTIAL OPERATIONS
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt2ESSENTIAL OPERATIONS
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt3ESSENTIAL OPERATIONS
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt4ESSENTIAL OPERATIONS
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt5ESSENTIAL OPERATIONS
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt6ESSENTIAL OPERATIONS
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt0TAOS LAND TRUST
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt1TAOS VOLUNTEER FIRE DEPARTMENT
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt2TAOS HISTORIC MUSEUMS
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt3UNIVERSITY OF NEW MEXICO FOUNDATION INC
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt4MILLICENT ROGERS MUSEUM INC
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt5HUMANE SOCIETY OF TAOS DBA STRAY HEARTS
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt6DREAM TREE PROJECT INC
IRS990ScheduleI/RecipientTable/RecipientEIN0850373099
IRS990ScheduleI/RecipientTable/RecipientEIN1850282848
IRS990ScheduleI/RecipientTable/RecipientEIN2850162279
IRS990ScheduleI/RecipientTable/RecipientEIN3850275408
IRS990ScheduleI/RecipientTable/RecipientEIN4136161708
IRS990ScheduleI/RecipientTable/RecipientEIN5850342062
IRS990ScheduleI/RecipientTable/RecipientEIN6850462470
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt0410 LA POSTA ROAD
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt1323 CAMINO DE LA PLACITA
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt2222 LEDOUX STREET
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt3238 LEDOUX STREET
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt41504 MILLICENT ROGERS RD
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt5PO BOX 622
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt6128 LA POSTA ROAD
IRS990ScheduleI/RecipientTable/USAddress/CityNm0TAOS
IRS990ScheduleI/RecipientTable/USAddress/CityNm1TAOS
IRS990ScheduleI/RecipientTable/USAddress/CityNm2TAOS
IRS990ScheduleI/RecipientTable/USAddress/CityNm3TAOS
IRS990ScheduleI/RecipientTable/USAddress/CityNm4TAOS
IRS990ScheduleI/RecipientTable/USAddress/CityNm5TAOS
IRS990ScheduleI/RecipientTable/USAddress/CityNm6TAOS
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd0NM
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd1NM
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd2NM
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd3NM
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd4NM
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd5NM
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd6NM
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd087571
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd187571
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd287571
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd387571
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd487571
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IRS990ScheduleI/Total501c3OrgCnt07
IRS990ScheduleI/TotalOtherOrgCnt07
IRS990/ScheduleJRequiredInd00
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THE TRUST ORGANIZATION HOLDS REGULAR MEETING AMONG ITS CHAIRMAN, VICE PRESIDENT, AND ITS PAID REPRESENTATIVE TO MAINTAIN 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.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1TRUSTEE 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 OFFICERS 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, AND IT ENGAGES AN OUTSIDE CPA TO PERFORM AN AGREED UPON PROCEDURES.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2THE 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.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3THE TRUST 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'S WEBSITE AND DISCUSSED AT AN ANNUAL MEETING OF THE TRUST ORGANIZATION AND ITS SUPPORTED ORGANIZATIONS.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART VI, SECTION B, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION B, LINE 12C
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PART VI, SECTION B, LINE 15
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PART VI, SECTION C, LINE 19
IRS990ScheduleR/AssetExchangeInd00
IRS990ScheduleR/AssetPurchaseFromOtherOrgInd00
IRS990ScheduleR/AssetSaleToOtherOrgInd00
IRS990ScheduleR/DivRelatedOrganizationInd00
IRS990ScheduleR/GiftGrntCapContriFromOthOrgInd00
IRS990ScheduleR/GiftGrntOrCapContriToOthOrgInd00
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ControlledOrganizationInd00

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