2024-05-14T16:46:14-05:00 2023-06-30 943108253 NOVOGRADAC & COMPANY LLP 2033 N MAIN STREET SUITE 400 WALNUT CREEK CA 94596 990 2022-07-01 680416404 TAHOE TRUCKEE COMMUNITY FOUNDATION TAHO 5305871776 11071 DONNER PASS RD TRUCKEE CA 96161 STACY CALDWELL CEO 5305871776 2024-05-14 1 STACY CALDWELL XXX-XX-XXXX 0 KEVIN T WILSON P01313212 9259494252 2 AAL1 IAL1 2022 2023-04-26 12:10:37Z STACY CALDWELL 11071 DONNER PASS RD TRUCKEE CA 96161 6694863 0 X WWW.TTCF.NET X 1998 CA TO ENHANCE THE QUALITY OF LIFE IN THE TAHOE/TRUCKEE AREA THROUGH PHILANTHROPY. 16 16 19 45 0 0 7455404 5369532 69079 0 1435352 950513 1624333 547891 10584168 6867936 3033361 4142135 0 0 1255275 1368779 0 0 184942 738172 811500 5026808 6322414 5557360 545522 34493774 36059666 296298 169549 34197476 35890117 THE TAHOE TRUCKEE COMMUNITY FOUNDATION CONNECTS PEOPLE AND OPPORTUNITIES, GENERATING RESOURCES TO BUILD A MORE CARING, CREATIVE, AND EFFECTIVE COMMNUNITY. 0 0 5652322 4142135 247261 AS THE LARGEST GRANTMAKING ORGANIZATION IN THE LAKE TAHOE REGION, TAHOE TRUCKEE COMMUNITY FOUNDATION IS A CATALYST FOR STRENGTHENING OUR COMMNUNITY THROUGH EFFECTIVE PHILANTHROPY AND CIVIC ENGAGEMENT. WE MOBILIZE RESOURCES,PROMOTE PHILANTHROPY, AND PROVIDE LEADERSHIP ON VITAL ISSUES IN THE TRUCKEE AND NORTH LAKE TAHOE REGION. WE LOOK FOR CHARITABLE PROJECTS THAT MAKE A LASTING DIFFERENCE AND COMMIT OUR RESOURCES TO THESE PROJECTS. WE HELP PEOPLE CREATE A LEGACY TO THE COMMUNITY THROUGH CHARITABLE GIVING WITHIN THEIR WILLS AND TRUSTS. WE ENCOURAGE INDIVIDUALS OF BOTH MODEST AND SUBSTANTIAL MEANS TO CONTRIBUTE TO A PERMANENT ENDOWMENT THAT ADDRESSES THE CHANGING NEEDS AND OPPORTUNITIES OF OUR REGION, MULTIPLYING THE IMPACT OF INDIVIDUAL GIVING BY POOLING RESOURCES FOR THE COMMON GOOD. 5652322 1 1 0 0 0 1 0 0 0 1 1 1 0 0 0 1 1 1 0 0 0 0 0 0 1 0 0 1 0 1 0 0 0 0 0 0 0 0 1 0 0 0 1 0 0 0 0 1 43 0 19 1 0 0 0 0 0 0 0 0 0 0 X 16 16 0 0 0 0 0 0 0 1 1 0 1 1 1 1 1 1 1 1 1 1 0 CA X X STACY CALDWELL 5305871776 11071 DONNER PASS ROAD TRUCKEE CA 96161 GEOFF EDELSTEIN BOARD MEMBER 2.00 X 0 0 0 HANNAH SULLIVAN TREASURER 2.00 X X 0 0 0 KELLEY CARROLL VICE CHAIR 2.00 X X 0 0 0 ERIN KILMER NEEL SECRETARY 2.00 X X 0 0 0 BILL AUSTIN BOARD MEMBER 2.00 X 0 0 0 EMILY ANNE GENDRON BOARD MEMBER 2.00 X 0 0 0 JERUSHA HALL BOARD MEMBER 2.00 X 0 0 0 LAUREN OBRIEN BOARD CHAIR 2.00 X X 0 0 0 ALEX MOURELATOS BOARD MEMBER 2.00 X 0 0 0 KRISTIN YORK BOARD MEMBER 2.00 X 0 0 0 LYNN MADONNA BOARD MEMBER 2.00 X 0 0 0 CHERYL SCHRADY BOARD MEMBER 2.00 X 0 0 0 MIKE RAYFIELD BOARD MEMBER 2.00 X 0 0 0 ROB DARBY BOARD MEMBER 2.00 X 0 0 0 NICOLE TODD BAILEY BOARD MEMBER 2.00 X 0 0 0 STACY CALDWELL CEO 40.00 X 185354 0 0 185354 0 0 1 0 1 0 0 5369532 5369532 725980 725980 41196 45143 -3947 -3947 -3947 -224533 224533 224533 224533 306947 6317 300630 300630 ADMINISTRATIVE INCOME 900099 251208 251208 251208 6867936 247261 0 1251143 4142135 4142135 185354 163112 16682 5560 962777 640410 211426 110941 110402 77265 21934 11203 110246 77156 21903 11187 106517 106517 207887 109915 97972 112958 51349 42357 19252 36460 28791 5076 2593 36613 25624 7274 3715 9525 3791 5623 111 48015 32166 9882 5967 20056 14037 3985 2034 FUNDRAISING 82616 77194 1078 4344 RENT 60706 44465 12061 4180 DUES & TRAINING 34532 10299 22740 1493 NON-PROFIT SUPPORT 25846 25846 0 0 29769 22250 5157 2362 6322414 5652322 485150 184942 401414 256628 10246912 10529600 3822 139079 2200000 2200000 21879 24149 2065551 617465 1496101 1448086 18907502 19006189 1111144 2256281 105000 199654 34493774 36059666 296298 169549 296298 169549 X 20828097 21892471 13369379 13997646 34197476 35890117 34493774 36059666 545522 1147119 0 X X 0 1 X 1 0 X 2509634 5630498 4473295 7013498 3506230 23133155 2509634 5630498 4473295 7013498 3506230 23133155 4655053 18478102 624116 576268 458345 603941 725980 2988650 692485 634508 1371328 1499118 610685 4808124 30929929 0.59740 0.60450 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 87 292 98252 5271280 513833 3628302 15515018 19768957 1 1 11526635 109219 202784 -72800 -37144 11728694 9606731 3000 -3133134 73320 53574 6603490 10602252 -228815 705021 76000 44041 9606731 10334713 74956 189779 13700 42298 10602252 1033473 130777 144613 135800 49702 10334713 1.00000 1 0 287819 287819 1470992 343674 1127318 230816 197867 32949 75924 75924 0 0 1448086 MUTUAL FUND 2256281 F 2256281 X 6853657 899377 899377 5954280 913656 913656 6867936 5577476 -744938 -744938 6322414 0 6322414 PART X, LINE 2: THE PREPARATION OF FINANCIAL STATEMENTS IN ACCORDANCE WITH ACCOUNTING PRINCIPLES GENERALLY ACCEPTED IN THE UNITED STATES OF AMERICA REQUIRES THE FOUNDATION TO REPORT INFORMATION REGARDING ITS EXPOSURE TO VARIOUS TAX POSITIONS TAKEN BY THE FOUNDATION. MANAGEMENT HAS DETERMINED WHETHER ANY TAX POSITIONS HAVE MET THE RECOGNITION THRESHOLD AND HAS MEASURED THE FOUNDATION'S EXPOSURE TO THOSE TAX POSITIONS. MANAGEMENT BELIEVES THAT THE FOUNDATION HAS ADEQUATELY ADDRESSED ALL RELEVANT TAX POSITIONS AND THAT THERE ARE NO UNRECORDED TAX LIABILITIES. FEDERAL TAX AUTHORITIES GENERALLY HAVE THE RIGHT TO EXAMINE AND AUDIT THE PREVIOUS THREE YEARS OF TAX RETURNS FILED. CALIFORNIA TAX AUTHORITIES GENERALLY HAVE THE RIGHT TO EXAMINE AND AUDIT THE PREVIOUS FOUR YEARS OF TAX RETURNS FILED. NO INTEREST OR PENALTIES FROM FEDERAL OR STATE TAX AUTHORITIES WERE RECORDED IN THE ACCOMPANYING FINANCIAL STATEMENTS. PART XI, LINE 2D - OTHER ADJUSTMENTS: CHANCE IN VALUE OF BENEFICIAL INTEREST IN CHARITABLE TRUSTS PART XI, LINE 4B - OTHER ADJUSTMENTS: AGENCY FUND INCOME 911,564. INCOME FROM CROSSLINK 2,092. PART XII, LINE 2D - OTHER ADJUSTMENTS: GAAP/TAX DIFFERENCE FOR PRESENTATION OF AGENCY FUNDS -744,938. FUNDRAISER 306947 306947 22481 0 0 306947 306947 22481 22481 284466 1 SIERRA WATERSHED EDUCATION PARTNERSHIPS PO BOX 1602 TAHOE CITY CA 96145 911848359 50(C )(3) 44347 0 2-EDUCATION & YOUTH DEVELOPMENT TAHOE TRUCKEE COMMUNITY SCHOLARSHIP COMMITTEE 11603 DONNER PASS ROAD TRUCKEE CA 96161 942577907 50(C )(3) 413833 0 2-EDUCATION & YOUTH DEVELOPMENT HIGH FIVES NONPROFIT FOUNDATION PO BOX 3212 TRUCKEE CA 96160 264275773 50(C )(3) 46940 0 3-ENVIRONMENT, CONSERV, RECR, & ANIMAL WELFARE TAHOE TRUCKEE UNIFIED SCHOOL DISTRICT 11603 DONNER PASS ROAD TRUCKEE CA 96161 946003109 50(C )(3) 218786 0 2-EDUCATION & YOUTH DEVELOPMENT ACHIEVE TAHOE PO BOX 8339 TRUCKEE CA 96162 680024920 50(C )(3) 10000 0 1-ARTS, CULTURE, CIVIC, & PUBLIC BENEFIT TRUCKEE FIRE PROTECTION DISTRICT PO BOX 2768 TRUCKEE CA 96160 941649210 50(C )(3) 50000 0 3-ENVIRONMENT, CONSERV, RECR, & ANIMAL WELFARE SOS OUTREACH PO BOX 2020 AVON CO 81620 841332544 50(C )(3) 56156 0 2-EDUCATION & YOUTH DEVELOPMENT TAHOE RESOURCE CONSERVATION DISTRICT 870 EMERALD BAY RD STE 108 SOUTH LAKE TAHOE CA 96150 942355693 50(C )(3) 20000 0 3-ENVIRONMENT, CONSERV, RECR, & ANIMAL WELFARE NORTH TAHOE FIRE PROTECTION DISTRICT PO BOX 5879 TAHOE CITY CA 96145 680299709 50(C )(3) 175000 0 3-ENVIRONMENT, CONSERV, RECR, & ANIMAL WELFARE ALPINE SPRINGS COUNTY WATER DISTRICT 270 ALPINE MEADOWS ROAD OLYMPIC VALLEY CA 96146 941557674 50(C )(3) 15000 0 3-ENVIRONMENT, CONSERV, RECR, & ANIMAL WELFARE SUGAR BOWL SKI TEAM & ACADEMY PO BOX 68 NORDEN CA 95724 943171879 50(C )(3) 30000 0 2-EDUCATION & YOUTH DEVELOPMENT ENVIRONMENTAL TRAVELING COMPANIONS - ETCTRIPS FORT MASON CENTER SAN FRANCISCO CA 94123 510158789 50(C )(3) 20000 0 4-HEALTH & HUMAN SERVICES SEND IT FOUNDATION 10075 WEST RIVER STREET TRUCKEE CA 96161 364771251 50(C )(3) 51156 0 3-ENVIRONMENT, CONSERV, RECR, & ANIMAL WELFARE TRUCKEE DONNER LAND TRUST PO BOX 8816 TRUCKEE CA 96162 680245327 50(C )(3) 32500 0 3-ENVIRONMENT, CONSERV, RECR, & ANIMAL WELFARE TRUCKEE ROTARY COMMUNITY FOUNDATION PO BOX 3210 TRUCKEE CA 96160 680173169 50(C )(3) 17600 0 2-EDUCATION & YOUTH DEVELOPMENT STEPHEN J WAMPLER FOUNDATION 941 ORANGE AVE STE 440 CORONADO CA 92118 800470847 50(C )(3) 58500 0 2-EDUCATION & YOUTH DEVELOPMENT GATEWAY MOUNTAIN CENTER 10038 MEADOW WAY TRUCKEE CA 96161 822347906 50(C )(3) 146156 0 2-EDUCATION & YOUTH DEVELOPMENT SIERRA SENIOR SERVICES PO BOX 4152 TRUCKEE CA 96160 680484075 50(C )(3) 63656 0 4-HEALTH & HUMAN SERVICES TAHOE CROSS COUNTRY SKI EDUCATION ASSOC PO BOX 7260 TAHOE CITY CA 96145 680431295 50(C )(3) 403083 0 3-ENVIRONMENT, CONSERV, RECR, & ANIMAL WELFARE SLOW FOOD LAKE TAHOE PO BOX 1351 TRUCKEE CA 961601351 260384026 50(C )(3) 56156 0 3-ENVIRONMENT, CONSERV, RECR, & ANIMAL WELFARE AIM HIGH PO BOX 410715 SAN FRANCISCO CA 941410715 943296338 50(C )(3) 34000 0 2-EDUCATION & YOUTH DEVELOPMENT TRUCKEE DONNER RECREATION & PARK DISTRICT 10981 TRUCKEE WAY TRUCKEE CA 96161 941592837 50(C )(3) 50000 0 3-ENVIRONMENT, CONSERV, RECR, & ANIMAL WELFARE SIERRA EXPEDITIONARY LEARNING SCHOOL 11603 DONNER PASS ROAD TRUCKEE CA 96161 271627347 50(C )(3) 12684 0 2-EDUCATION & YOUTH DEVELOPMENT NEVADA SIERRA CONNECTING POINT PUBLIC AUTHORITY 208 SUTTON WAY GRASS VALLEY CA 95945 814391775 50(C )(3) 100000 0 4-HEALTH & HUMAN SERVICES PLACER RESOURCE CONSERVATION DISTRICT 281 NEVADA STREET AUBURN CA 95603 680389895 50(C )(3) 10000 0 3-ENVIRONMENT, CONSERV, RECR, & ANIMAL WELFARE OLYMPIC VALLEY PUBLIC SERVICE DISTRICT PO BOX 2026 OLYMPIC VALLEY CA 96146 941636514 50(C )(3) 50000 0 3-ENVIRONMENT, CONSERV, RECR, & ANIMAL WELFARE HUMANE SOCIETY OF TRUCKEE-TAHOE 10961 STEVENS LANE TRUCKEE CA 96161 680366788 50(C )(3) 25000 0 3-ENVIRONMENT, CONSERV, RECR, & ANIMAL WELFARE NORTHSTAR COMMUNITY SERVICES DISTRICT 900 NORTHSTAR DRIVE TRUCKEE CA 96161 680243256 50(C )(3) 25000 0 3-ENVIRONMENT, CONSERV, RECR, & ANIMAL WELFARE SIERRA COMMUNITY HOUSE 948 INCLINE WAY INCLINE VILLAGE NV 89451 942985554 50(C )(3) 298000 0 4-HEALTH & HUMAN SERVICES COLFAX GREEN MACHINE PO BOX 1541 COLFAX CA 95713 205829033 50(C )(3) 20000 0 2-EDUCATION & YOUTH DEVELOPMENT PLACER COUNTY 175 FULWEILER AVENUE AUBURN CA 95603 123456789 50(C )(3) 11000 0 4-HEALTH & HUMAN SERVICES FRIENDS OF THE TRUCKEE LIBRARY PO BOX 3355 TRUCKEE CA 96160 680373252 50(C )(3) 10000 0 1-ARTS, CULTURE, CIVIC, & PUBLIC BENEFIT CONSERVATION SCIENCE PARTNERS INC 11050 PIONEER TRAIL SUITE 202 TRUCKEE CA 96161 452504981 50(C )(3) 15000 0 3-ENVIRONMENT, CONSERV, RECR, & ANIMAL WELFARE TRUCKEE RIVER WATERSHED COUNCIL PO BOX 8568 TRUCKEE CA 96162 911818748 50(C )(3) 22500 0 3-ENVIRONMENT, CONSERV, RECR, & ANIMAL WELFARE AMI HOUSING INC PO BOX 5216 AUBURN CA 95603 470932204 50(C )(3) 30000 0 4-HEALTH & HUMAN SERVICES ADVENTURE RISK CHALLENGE PO BOX 3208 TRUCKEE CA 96160 471579462 50(C )(3) 10000 0 2-EDUCATION & YOUTH DEVELOPMENT UC DAVIS TAHOE ENVIRONMENTAL RESEARCH CENTER ATTN HEATHER SEGALE INCLINE VILLAGE NV 89451 946036494 50(C )(3) 10000 0 3-ENVIRONMENT, CONSERV, RECR, & ANIMAL WELFARE MOUNTAIN AREA PRESERVATION PO BOX 25 TRUCKEE CA 96160 680148964 50(C )(3) 10000 0 3-ENVIRONMENT, CONSERV, RECR, & ANIMAL WELFARE SIERRA NEVADA ALLIANCE PO BOX 7989 SOUTH LAKE TAHOE CA 96158 770343881 50(C )(3) 20000 0 3-ENVIRONMENT, CONSERV, RECR, & ANIMAL WELFARE GRANITE WELLNESS CENTERS PO BOX 6028 AUBURN CA 95604 942275091 50(C )(3) 15000 0 4-HEALTH & HUMAN SERVICES POINT BLUE CONSERVATION SCIENCE 3820 CYPRESS DRIVE SUITE 11 PETALUMA CA 94954 941594250 50(C )(3) 15000 0 3-ENVIRONMENT, CONSERV, RECR, & ANIMAL WELFARE BOYS AND GIRLS CLUB OF NORTH LAKE TAHOE PO BOX 1617 KINGS BEACH CA 96143 311549603 50(C )(3) 10000 0 2-EDUCATION & YOUTH DEVELOPMENT NATIONAL FOREST FOUNDATION BLDG 27 STE 3 FORT MISSOULA ROAD MISSOULA MT 59804 521786332 50(C )(3) 9000 0 3-ENVIRONMENT, CONSERV, RECR, & ANIMAL WELFARE NATURE CONSERVANCY NEVADA CHAPTER ONE EAST FIRST STREET SUITE 1007 RENO NV 89501 530242652 50(C )(3) 10000 0 3-ENVIRONMENT, CONSERV, RECR, & ANIMAL WELFARE TROUT UNLIMITED 15695 DONNER PASS RD SUITE 100 TRUCKEE CA 96161 381612715 50(C )(3) 11500 0 3-ENVIRONMENT, CONSERV, RECR, & ANIMAL WELFARE JEWISH FEDERATION OF THE SACRAMENTO REGION 2130 21ST STREET SACRAMENTO CA 95818 941156558 50(C )(3) 10000 0 4-HEALTH & HUMAN SERVICES PEPPERDINE UNIVERSITY SEAVER COLLEGE 24255 PACIFIC COAST HIGHWAY MALIBU CA 90263 951644037 50(C )(3) 7500 0 2-EDUCATION & YOUTH DEVELOPMENT CLEAN UP THE CAYES PO BOX 5016 STATELIINE NV 89449 825280324 50(C )(3) 10000 0 3-ENVIRONMENT, CONSERV, RECR, & ANIMAL WELFARE TRUCKEE TRAILS FOUNDATION PO BOX 1751 TRUCKEE CA 96160 010601303 50(C )(3) 7500 0 3-ENVIRONMENT, CONSERV, RECR, & ANIMAL WELFARE CORNERSTONE COMMUNITY CHURCH 300 COUNTRY CLUB DR INCLINE VILLAGE NV 89451 271450831 50(C )(3) 13509 0 4-HEALTH & HUMAN SERVICES PART I, LINE 2: GRANTS ARE MADE PRIMARILY LOCAL TO THE REGION. DUE DILIGENCE IS PERFORMED ON ORGANIZATIONS PRIOR TO AWARDING THE GRANT TO ENSURE THAT THEY ARE ELIGIBLE. ALL GRANTS MADE THROUGH OUR COMPETITIVE GRANTMAKING PROCESS ARE REQUIRED TO FILE A GRANT EVALUATION. PART II, LINE 0 0 0 0 0 0 0 0 0 STACY CALDWELL CEO 185354 0 0 0 0 0 0 0 0 0 185354 0 0 0 X 12 260614 FAIR MARKET VALUE 0 0 0 FORM 990, PART VI, SECTION B, LINE 11B STAFF IS RESPONSIBLE FOR COMPLETING AND FILING THE FORM 990, WHICH IS REVIEWED BY MANAGEMENT STAFF AND THE EXECUTIVE DIRECTOR. PRIOR TO ITS FILING, A DRAFT IS E-MAILED TO ALL BOARD MEMBERS. THEIR COMMENTS, QUESTIONS AND CONCERNS ARE SOLICITED AND CONSIDERED PRIOR TO BEING COMPLETED AND SUBMITTED. FORM 990, PART VI, SECTION B, LINE 12C CONFLICT OF INTEREST FORMS ARE TURNED INTO AND REVIEWED BY CEO. ANY CONFLICTS ARE DISCUSSED WITH THE BOARD MEMBER, STAFF MEMBER OR VOLUNTEER AND APPROPRIATE ACTION IS TAKEN. FORM 990, PART VI, SECTION B, LINE 15 OFFICERS AND KEY EMPLOYEES ARE SUBJECT TO AN ANNUAL PERFORMANCE REVIEW. BI-ANNUALLY, A SUB-COMMITTE OF THE BOARD DOES AN IN-DEPTH REVIEW OF THE COMPENSATION OF SUCH EMPLOYEES AND COMPARES THE SALARIES TO THE SURVEYS PUBLISHED BY BOTH THE COUNCIL ON FOUNDATIONS AND THE LEAGUE OF CALIFORNIA COMMUNITY FOUNDATIONS. THE PROCESS AND RESULTS ARE DOCUMENTED IN THE EMPLOYEE PERSONNEL FILES. FORM 990, PART VI, SECTION C, LINE 19 ALL DOCUMENTS ARE AVAILABLE UPON REQUEST TO THE ORGANIZATION. FORM 990, PART XII, LINE 2C: THE FOUNDATION HAS AN AUDIT COMMITTEE THAT ASSUMES RESPONSIBILITY FOR OVERSIGHT OF THE AUDIT OF ITS FINANCIAL STATEMENTS AND SELECTION OF AN INDEPENDENT ACCOUNTANT AND THIS PROCESS HAS REMAINED CONSISTENT WITH PRIOR YEAR. COMMUNITY HOUSE OF TAHOE TRUCKEE COMMUNITY FOUNDATION LLC 265 BEAR STREET KINGS BEACH CA 96143 ENGAGE IN CHARITABLE PROGRAMS & ACTIVITIES BENEFITTING THE LAKE CA TAHOE TRUCKEE COMMUNITY FOUNDATION 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 COMMUNITY HOUSE OF TAHOE TRUCKEE COMMUNITY FOUNDATION LLC B AMOUNT PAID, REIMBURSED DIRECTLY