2022-05-16T18:19:35-05:00 2021-06-30 943108253 NOVOGRADAC & COMPANY LLP 2033 N MAIN STREET SUITE 400 WALNUT CREEK CA 94596 990 2020-07-01 680416404 TAHOE TRUCKEE COMMUNITY FOUNDATION TAHO 5305871776 PO BOX 366 TRUCKEE CA 96160 STACY CALDWELL CEO 5305871776 2022-05-16 1 STACY CALDWELL 999009999 KEVIN T WILSON P01313212 9259494252 0 AAL1 IAL1 2020 2022-09-23 18:48:47Z STACY CALDWELL PO BOX 366 TRUCKEE CA 96160 7216511 0 X WWW.TTCF.NET X 1998 CA TO ENHANCE THE QUALITY OF LIFE IN THE TAHOE/TRUCKEE AREA THROUGH PHILANTHROPY. 12 12 11 45 0 0 5390218 4526061 240280 52766 -458924 795769 669246 1578830 5840820 6953426 2641214 2514200 0 0 779508 808294 0 0 192958 837897 776804 4258619 4099298 1582201 2854128 29069351 34379556 130347 169361 28939004 34210195 THE TAHOE TRUCKEE COMMUNITY FOUNDATION CONNECTS PEOPLE AND OPPORTUNITIES, GENERATING RESOURCES TO BUILD A MORE CARING, CREATIVE, AND EFFECTIVE COMMNUNITY. 0 0 3560100 2514200 1121669 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. 3560100 1 1 0 0 0 1 0 0 0 1 1 1 0 0 0 1 0 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 12 0 11 1 0 0 0 0 0 0 0 0 0 0 X 12 12 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 LAUREN OBRIEN BOARD CHAIR 2.00 X X 0 0 0 HANNAH SULLIVAN VICE CHAIR 2.00 X X 0 0 0 BOB RICHARDS TREASURER 3.00 X X 0 0 0 KELLEY R CARROLL SECRETARY 2.00 X X 0 0 0 GEOFF EDELSTEIN BOARD MEMBER 2.00 X 0 0 0 JERUSHA HALL BOARD MEMBER 2.00 X 0 0 0 KRISTIN YORK BOARD MEMBER 2.00 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 ERIN KILMER NEEL BOARD MEMBER 2.00 X 0 0 0 ALEX MOURELATOS BOARD MEMBER 2.00 X 0 0 0 STACY CALDWELL CEO 40.00 X 165000 0 0 165000 0 0 1 0 1 0 0 4526061 4526061 CONTRACTS 711130 52766 52766 52766 1006245 1006245 78633 36034 42599 42599 42599 210476 -210476 -210476 -210476 319000 16575 302425 302425 ADMINISTRATIVE INCOME 900099 1233806 1233806 1233806 6953426 1329171 0 1098194 2514200 2514200 165000 103302 39579 22119 551978 342448 131204 78326 39597 24791 9498 5308 51719 32380 12406 6933 97119 97119 373917 248222 85129 40566 34489 21593 8273 4623 44928 28128 10777 6023 23202 14526 5566 3110 15842 14691 1097 54 48336 30262 11594 6480 14211 8897 3409 1905 RENT 54553 34154 13086 7313 NON-PROFIT SUPPORT 25927 22433 0 3494 DUES AND TRAINING 18818 7137 10154 1527 EQUIPMENT LEASES 17481 10944 4193 2344 7981 4873 275 2833 4099298 3560100 346240 192958 364063 246616 4014336 5642392 1350 1225 5000 0 2200000 2200000 11618 13440 2065552 521048 1592839 1544504 17430254 21240748 2584527 2427843 865364 1062788 29069351 34379556 130347 169361 130347 169361 X 16250390 19158240 12688614 15051955 28939004 34210195 29069351 34379556 X 2854128 2513695 -434056 337424 X X 0 1 X 1 0 X 2490791 2074908 2509634 5630498 4473295 17179126 2490791 2074908 2509634 5630498 4473295 17179126 2009430 15169696 530602 614339 624116 576268 458345 2803670 377590 303280 692485 634508 1371328 3379191 23361987 0.64930 0.66260 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 118 166 36387 4489674 100150 2614350 5796481 23209187 1 1 10602252 -228815 705021 76000 44041 9606731 10334713 74956 189779 13700 42298 10602252 10334713 130777 144613 135800 49702 10334713 10264654 48077 207484 135800 49702 10334713 9623046 267993 472412 52800 45997 9623046 1.00000 1 0 287819 287819 1470992 270950 1200042 230816 175033 55783 75925 75065 860 0 1544504 MUTUAL FUND 2427843 F 2427843 X 8780587 2513695 337424 2851119 5929468 97119 926839 1023958 6953426 4351481 349302 349302 4002179 97119 97119 4099298 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: CHANGE IN VALUE OF BENEFICIAL INTEREST IN CHARITABLE TRUSTS 337,424. PART XI, LINE 4B - OTHER ADJUSTMENTS: AGENCY FUND INCOME 902,914. INCOME FROM CROSSLINK 23,925. FUNDRAISER 319000 319000 16575 0 0 319000 319000 16575 16575 302425 1 FRIENDS OF THE TRUCKEE LIBRARY PO BOX 3355 TRUCKEE CA 96160 680373252 501(C)(3) 39000 1-ARTS, CULTURE, CIVIC, & PUBLIC BENEFIT1-ARTS, CULTURE, CIVIC, & PUBLIC BENEFIT SIERRA BUSINESS COUNCIL PO BOX 2428 TRUCKEE CA 96160 680397204 501(C)(3) 21200 1-ARTS, CULTURE, CIVIC, & PUBLIC BENEFIT NEVADA COUNTY ARTS COUNCIL PO BOX 1833 NEVADA CITY CA 95959 270314493 501(C)(3) 111428 1-ARTS, CULTURE, CIVIC, & PUBLIC BENEFIT TAHOE SCHOOL OF MUSIC 10038 MEADOW WAY SUITE E TRUCKEE CA 96161 460914096 501(C)(3) 24100 1-ARTS, CULTURE, CIVIC, & PUBLIC BENEFIT TRUCKEE ROUNDHOUSE PO BOX 3501 TRUCKEE CA 96160 473075219 501(C)(3) 42004 1-ARTS, CULTURE, CIVIC, & PUBLIC BENEFIT LAKE TAHOE DANCE COLLECTIVE INC PO BOX 1766 TAHOE CITY CA 96145 472304889 501(C)(3) 31800 1-ARTS, CULTURE, CIVIC, & PUBLIC BENEFIT ARTS FOR THE SCHOOLS 11045 DONNER PASS RD STE 2A TRUCKEE CA 96161 880203873 501(C)(3) 53400 1-ARTS, CULTURE, CIVIC, & PUBLIC BENEFIT NORTH TAHOE ARTS PO BOX 6354 TAHOE CITY CA 96145 680214830 501(C)(3) 20200 1-ARTS, CULTURE, CIVIC, & PUBLIC BENEFIT BOYS AND GIRLS CLUB OF NORTH LAKE TAHOE PO BOX 1617 KINGS BEACH CA 96143 311549603 501(C)(3) 225600 2-EDUCATION & YOUTH DEVELOPMENT CHURCH OF THE MOUNTAINS PO BOX 1209 TRUCKEE CA 96160 942557398 501(C)(3) 34486 1-ARTS, CULTURE, CIVIC, & PUBLIC BENEFIT GATEWAY MOUNTAIN CENTER PO BOX 995 SODA SPRINGS CA 95728 822347906 501(C)(3) 209764 4-HEALTH & HUMAN SERVICES AIM HIGH PO BOX 410715 SAN FRANCISCO CA 94141 943296338 501(C)(3) 74200 2-EDUCATION & YOUTH DEVELOPMENT TAHOE TRUCKEE UNIFIED SCHOOL DISTRICT 11603 DONNER PASS ROAD TRUCKEE CA 96161 946003109 501(C)(3) 482009 2-EDUCATION & YOUTH DEVELOPMENT ADVENTURE RISK CHALLENGE PO BOX 3208 TRUCKEE CA 96160 471579462 501(C)(3) 68600 3-ENVIRONMENT, CONSERV, RECR, & ANIMAL WELFARE SIERRA COMMUNITY HOUSE 948 INCLINE WAY INCLINE VILLAGE NV 89451 942985554 501(C)(3) 860109 4-HEALTH & HUMAN SERVICES SIERRA SENIOR SERVICES PO BOX 4152 TRUCKEE CA 96160 501(C)(3) 116300 4-HEALTH & HUMAN SERVICES JOHN MUIR HEALTH FOUNDATION 1400 TREAT BOULEVARD WALNUT CREEK CA 94597 501(C)(3) 100000 4-HEALTH & HUMAN SERVICES 17 0 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 165000 0 0 0 0 0 0 0 0 0 165000 0 0 0 X 12 626388 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 XI, LINE 9: CHANGE IN VALUE OF BENEFICIAL INTEREST IN CHARITABLE TRUSTS 337,424. 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 1 0 0 0 0 0 0 0 0 0 0 0 1 1 0 0 0 0 COMMUNITY HOUSE OF TAHOE TRUCKEE COMMUNITY FOUNDATION LLC B AMOUNT PAID, REIMBURSED DIRECTLY