2021-05-17T20:47:48-05:00 2020-06-30 943108253 NOVOGRADAC & COMPANY LLP 2033 N MAIN STREET SUITE 400 WALNUT CREEK CA 94596 990 2019-07-01 680416404 TAHOE TRUCKEE COMMUNITY FOUNDATION TAHO 5305871776 PO BOX 366 TRUCKEE CA 96160 STACY CALDWELL CEO 5305871776 2021-05-17 1 KEVIN T WILSON P01313212 9259494252 2019 2022-09-23 18:48:47Z STACY CALDWELL PO BOX 366 TRUCKEE CA 96160 6937398 0 X WWW.TTCF.NET X 1998 CA TO ENHANCE THE QUALITY OF LIFE IN THE TRUCKEE/TAHOE AREA THROUGH PHILANTHROPY. 9 9 11 45 0 0 2410032 5390218 99603 240280 720980 -458924 692485 669246 3923100 5840820 1975466 2641214 0 0 686676 779508 0 0 250827 991793 837897 3653935 4258619 269165 1582201 27838018 29069351 87101 130347 27750917 28939004 THE TRUCKEE TAHOE COMMUNITY FOUNDATION CONNECTS PEOPLE AND OPPORTUNITIES, GENERATING RESOURCES TO BUILD A MORE CARING, CREATIVE, AND EFFECTIVE COMMNUNITY. 0 0 3742635 2641214 475267 AS THE LARGEST GRANTMAKING ORGANIZATION IN THE LAKE TAHOE REGION, TRUCKEE TAHOE 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. 3742635 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 1 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 9 9 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 KELLEY R CARROLL SECRETARY 2.00 X X 0 0 0 ROBERT RICHARDS TREASURER 3.00 X X 0 0 0 WALTER AUERBACH BOARD MEMBER 2.00 X 0 0 0 JERUSHA HALL BOARD MEMBER 2.00 X 0 0 0 GEOFF EDELSTEIN BOARD MEMBER 2.00 X 0 0 0 KRISTIN YORK BOARD MEMBER 2.00 X 0 0 0 THOMAS POWELL BOARD MEMBER 2.00 X 0 0 0 STACY CALDWELL CEO 40.00 X 171000 0 0 171000 0 0 1 0 1 0 0 5390218 5390218 CONTRACTS 711130 240280 240280 240280 576268 576268 77445 42707 34738 34738 34738 1035192 -1035192 -1035192 -1035192 418200 18679 399521 399521 ADMINISTRATIVE INCOME 900099 234987 234987 234987 5840820 510005 0 -59403 2641214 2641214 171000 112860 34200 23940 533356 404342 77369 51645 38165 25189 7633 5343 36987 24411 7397 5179 96106 96106 386143 208077 68387 109679 63738 42067 12748 8923 22737 15006 4547 3184 33717 22253 6743 4721 13906 9235 2784 1887 61684 40966 12351 8367 11816 7847 2366 1603 RENT 82046 54489 16428 11129 EQUIPMENT LEASES 18079 12007 3620 2452 DUES AND TRAINING 15999 7076 7478 1445 NON-PROFIT SUPPORT 12584 12584 19342 6906 1106 11330 4258619 3742635 265157 250827 156431 364063 2101132 4014336 1400 1350 10000 5000 250000 2200000 15656 11618 2065552 472713 1654523 1592839 18440327 17430254 4276521 2584527 932028 865364 27838018 29069351 87101 130347 87101 130347 X 14562383 16250390 13188534 12688614 27750917 28939004 27838018 29069351 X 1582201 -490963 23513 73336 X X 0 1 X 1 0 X 2114216 2490791 2074908 2509635 5630498 14820048 2114216 2490791 2074908 2509635 5630498 14820048 1626517 13193531 549545 530602 614339 624116 576268 2894870 187768 377590 303280 692485 634508 2195631 19910549 0.66260 0.67430 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 97 150 1103232 4286986 1048851 1592363 7454595 21484409 1 1 10334713 74956 189779 13700 42298 10602252 10334713 130777 144613 135800 49702 10334713 10264654 48077 207484 135800 49702 10334713 9623046 267993 472412 52800 45997 10264654 2551095 7186446 19671 91871 42295 9623046 1.00000 1 0 287819 287819 1470992 234589 1236403 230816 163616 67200 75925 74508 1417 0 1592839 MUTUAL FUND 2584527 F 2584527 X 5263380 -490963 73336 -417627 5681007 96106 63707 159813 5840820 3687010 0 3687010 96106 475503 571609 4258619 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 73,336. PART XI, LINE 4B - OTHER ADJUSTMENTS: AGENCY FUND INCOME 63,707. PART XII, LINE 4B - OTHER ADJUSTMENTS: AGENCY FUND GRANTS 475,503. FUNDRAISER 413026 413026 18679 1 5174 5174 418200 418200 18679 18679 399521 1 FRIENDS OF THE TRUCKEE LIBRARY PO BOX 3355 TRUCKEE CA 96160 680373252 501(C)(3) 12550 ARTS, CULTURE AND CIVIC NORTH TAHOE ARTS PO BOX 6354 TAHOE CITY CA 96145 680214830 501(C)(3) 5100 ARTS, CULTURE AND CIVIC SIERRA BUSINESS COUNCIL PO BOX 2428 TRUCKEE CA 96160 680397204 501(C)(3) 20500 ARTS, CULTURE AND CIVIC ARTS FOR THE SCHOOLS 11045 DONNER PASS RD STE 2A TRUCKEE CA 96161 880203873 501(C)(3) 22750 ARTS, CULTURE AND CIVIC LAKE TAHOE DANCE COLLECTIVE INC PO BOX 1766 TAHOE CITY CA 96145 472304889 501(C)(3) 8450 ARTS, CULTURE AND CIVIC TAHOE SCHOOL OF MUSIC 10038 MEADOW WAY SUITE E TRUCKEE CA 96161 460914096 501(C)(3) 5250 ARTS, CULTURE AND CIVIC TRUCKEE ROUNDHOUSE PO BOX 3501 TRUCKEE CA 96160 473075219 501(C)(3) 13270 ARTS, CULTURE AND CIVIC NEVADA COUNTY ARTS COUNCIL PO BOX 1833 NEVADA CITY CA 95959 270314493 501(C)(3) 15300 ARTS, CULTURE AND CIVIC SQUAW VALLEY SKI MUSEUM FOUNDATION PO BOX 2697 OLYMPIC VALLEY CA 96146 263480974 501(C)(3) 5500 ARTS, CULTURE AND CIVIC BOYS & GIRLS CLUB OF NORTH LAKE TAHOE PO BOX 1617 KINGS BEACH CA 96143 311549603 501(C)(3) 96850 EDUCATION, YOUTH DEVELOPMENT AMERICAN LEGION TRUCKEE POST #439 PO BOX 2892 TRUCKEE CA 96160 364877170 501(C)(3) 9500 ARTS, CULTURE AND CIVIC ARTS IN WELLNESS PO BOX 9944 TRUCKEE CA 96162 364777201 501(C)(3) 29129 ARTS, CULTURE AND CIVIC ADVENTURE RISK CHALLENGE PO BOX 3208 TRUCKEE CA 96160 471579462 501(C)(3) 32000 EDUCATION, YOUTH DEVELOPMENT FRIENDS OF CEDAR SAGE WALDORF SCHOOL PO BOX 10922 TRUCKEE CA 96162 812163368 501(C)(3) 20000 EDUCATION, YOUTH DEVELOPMENT GATEWAY MOUNTAIN CENTER PO BOX 995 SODA SPRINGS CA 95728 822347906 501(C)(3) 91964 HEALTH AND HUMAN SERVICES BIG BROTHERS BIG SISTERS OF NORTHERN SIERRA 3461 ROBIN LANE SUITE 2 CAMERON PARK CA 95682 942523254 501(C)(3) 20000 HEALTH AND HUMAN SERVICES SIERRA EXPEDITIONARY LEARNING SCHOOL 11603 DONNER PASS ROAD TRUCKEE CA 96161 271627347 501(C)(3) 23600 EDUCATION, YOUTH DEVELOPMENT SUGAR BOWL SKI TEAM & ACADEMY PO BOX 68 NORDEN CA 95724 943171879 501(C)(3) 30000 EDUCATION, YOUTH DEVELOPMENT AIM HIGH PO BOX 410715 SAN FRANCISCO CA 94141 943296338 501(C)(3) 17000 EDUCATION, YOUTH DEVELOPMENT SIERRA WATERSHED EDUCATION PARTNERSHIPS PO BOX 1602 TAHOE CITY CA 96161 911848359 501(C)(3) 31750 EDUCATION, YOUTH DEVELOPMENT TRUCKEE ROTARY COMMUNITY FOUNDATION PO BOX 3210 TRUCKEE CA 96160 680173169 501(C)(3) 15300 EDUCATION, YOUTH DEVELOPMENT TAHOE INSTITUTE FOR NATURAL SCIENCE PO BOX 4289 TRUCKEE CA 96160 272379984 501(C)(3) 7800 EDUCATION, YOUTH DEVELOPMENT HEADWATERS SCIENCE INSTITUTE PO BOX 913 SODA SPRINGS CA 95728 471714438 501(C)(3) 7100 ENVIRONMENT, RECREATION, ANIMAL WELFARE TAHOE RIM TRAIL ASSOCIATION PO BOX 3267 STATELINE NV 89449 942789846 501(C)(3) 6700 ENVIRONMENT, RECREATION, ANIMAL WELFARE TRUCKEE DONNER LAND TRUST PO BOX 8816 TRUCKEE CA 96162 680245327 501(C)(3) 28393 ENVIRONMENT, RECREATION, ANIMAL WELFARE POINT BLUE CONSERVATION SCIENCE 3820 CYPRESS DRIVE SUITE 11 PETALUMA CA 94954 941594250 501(C)(3) 15000 ENVIRONMENT, RECREATION, ANIMAL WELFARE TRUCKEE RIVER WATERSHED COUNCIL PO BOX 8568 TRUCKEE CA 96162 911818748 501(C)(3) 39100 ENVIRONMENT, RECREATION, ANIMAL WELFARE SUGAR PINE FOUNDATION 1458 MT RAINIER DRIVE SOUTH LAKE TAHOE CA 96150 251909869 501(C)(3) 5250 ENVIRONMENT, RECREATION, ANIMAL WELFARE ACHIEVE TAHOE PO BOX 8339 TRUCKEE CA 96162 680024920 501(C)(3) 20700 ENVIRONMENT, RECREATION, ANIMAL WELFARE TAHOE FUND PO BOX 7124 TAHOE CITY CA 96145 010974628 501(C)(3) 8300 ENVIRONMENT, RECREATION, ANIMAL WELFARE HUMANE SOCIETY OF TRUCKEE-TAHOE 10961 STEVENS LANE TRUCKEE CA 96161 680366788 501(C)(3) 22043 ENVIRONMENT, RECREATION, ANIMAL WELFARE TRUCKEE TRAILS FOUNDATION PO BOX 1751 TRUCKEE CA 96160 010601303 501(C)(3) 9250 ENVIRONMENT, RECREATION, ANIMAL WELFARE MOUNTAIN AREA PRESERVATION PO BOX 25 TRUCKEE CA 96160 680148964 501(C)(3) 15100 ENVIRONMENT, RECREATION, ANIMAL WELFARE BIKING FOR A BETTER WORLD PO BOX 3614 OLYMPIC VALLEY CA 96146 383732935 501(C)(3) 15800 ENVIRONMENT, RECREATION, ANIMAL WELFARE ENVIRONMENTAL TRAVELING COMPANIONS - ETCTRIPS 2 MARINA BLVD BUILDING C SAN FRANCISCO CA 94123 510158789 501(C)(3) 14500 HEALTH AND HUMAN SERVICES CONSERVATION SCIENCE PARTNERS INC 11050 PIONEER TRAIL SUITE 202 TRUCKEE CA 96161 452504981 501(C)(3) 20000 ENVIRONMENT, RECREATION, ANIMAL WELFARE NATURE CONSERVANCY NEVADA CHAPTER ONE EAST FIRST STREET SUITE 1007 RENO NV 89501 530242652 501(C)(3) 10000 ENVIRONMENT, RECREATION, ANIMAL WELFARE SIERRA NEVADA ALLIANCE PO BOX 7989 SOUTH LAKE TAHOE CA 96158 770343881 501(C)(3) 10000 ENVIRONMENT, RECREATION, ANIMAL WELFARE TAHOE FOOD HUB PO BOX 3038 TRUCKEE CA 96160 460814908 501(C)(3) 17950 HEALTH AND HUMAN SERVICES TROUT UNLIMITED INC 10356 DONNER PASS ROAD TRUCKEE CA 96161 381612715 501(C)(3) 15000 ENVIRONMENT, RECREATION, ANIMAL WELFARE UC DAVIS TAHOE ENVIRONMENTAL RESEARCH CENTER 291 COUNTRY CLUB DRIVE INCLINE VILLAGE NV 89451 946036494 501(C)(3) 13000 ENVIRONMENT, RECREATION, ANIMAL WELFARE SIERRA COMMUNITY HOUSE 948 INCLINE WAY INCLINE VILLAGE NV 89451 942985554 501(C)(3) 550100 HEALTH AND HUMAN SERVICES GRANITE WELLNESS CENTERS PO BOX 6028 AUBURN CA 95604 942275091 501(C)(3) 19000 HEALTH AND HUMAN SERVICES TAHOE FOREST HEALTH SYSTEM FOUNDATION PO BOX 2508 TRUCKEE CA 96160 943047869 501(C)(3) 29839 HEALTH AND HUMAN SERVICES CHURCH OF THE MOUNTAINS PO BOX 1209 TRUCKEE CA 96160 942557398 501(C)(3) 16150 HEALTH AND HUMAN SERVICES SIERRA SENIOR SERVICES PO BOX 4152 TRUCKEE CA 96160 680484075 501(C)(3) 67200 HEALTH AND HUMAN SERVICES CAMPHILL COMMUNITIES CALIFORNIA PO BOX 221 SOQUEL CA 95073 943261684 501(C)(3) 6000 HEALTH AND HUMAN SERVICES REDWOOD COAST MEDICAL SERVICES PO BOX 1100 GUALALA CA 95445 942395606 501(C)(3) 10000 HEALTH AND HUMAN SERVICES CHOICES PERSON CENTERED SERVICES 11025 PIONEER TRAIL TRUCKEE CA 96161 680220098 501(C)(3) 6300 HEALTH AND HUMAN SERVICES JOHN MUIR HEALTH FOUNDATION 1400 TREAT BOULEVARD WALNUT CREEK CA 94597 942650855 501(C)(3) 50000 HEALTH AND HUMAN SERVICES MONTAGE HEALTH FOUNDATION 40 RYAN COURT MONTEREY CA 93940 812889645 501(C)(3) 25000 HEALTH AND HUMAN SERVICES TAHOE TRUCKEE UNIFIED SCHOOL DISTRICT 11603 DONNER PASS ROAD TRUCKEE CA 96161 946003109 501(C)(3) 45000 HEALTH AND HUMAN SERVICES 52 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. 0 0 0 0 0 0 0 0 0 STACY CALDWELL CEO 171000 0 0 0 0 0 0 0 0 0 171000 0 0 0 STACY CALDWELL CEO PURCHASE OF A HOME X 50000 5000 0 1 1 5000 X 12 357192 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 73,336. 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