2020-05-14T16:56:15-05:00 2019-06-30 943108253 NOVOGRADAC & COMPANY LLP 2033 N MAIN STREET SUITE 400 WALNUT CREEK CA 94596 990 2018-07-01 680416404 TAHOE TRUCKEE COMMUNITY FOUNDATION TAHO 5305871776 PO BOX 366 TRUCKEE CA 96160 STACY CALDWELL CEO 5305871776 2020-05-14 1 KEVIN T WILSON P01313212 9259494252 50.206.2.174 2020-05-14 08:33:19 PD P 97F666347C0DEDDF82FEDA318BD68E4B3DDB4161 89F1A76700EA065CFF50D0E8DC87602FC482CDFE 2018 2021-01-29 14:40:06Z STACY CALDWELL PO BOX 366 TRUCKEE CA 96160 8303215 0 X WWW.TTCF.NET X 1998 CA TO ENHANCE THE QUALITY OF LIFE IN THE TRUCKEE/TAHOE AREA THROUGH PHILANTHROPY. 7 7 10 45 0 0 1971536 2410032 103372 99603 3642844 720980 303280 692485 6021032 3923100 1961994 1975466 0 0 663854 686676 0 0 260840 763819 991793 3389667 3653935 2631365 269165 27133662 27838018 90714 87101 27042948 27750917 THE TRUCKEE TAHOE COMMUNITY FOUNDATION CONNECTS PEOPLE AND OPPORTUNITIES, GENERATING RESOURCES TO BUILD A MORE CARING, CREATIVE, AND EFFECTIVE COMMNUNITY. 0 0 3096433 1975466 620274 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. 3096433 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 57 0 10 1 0 0 0 0 0 0 0 0 0 0 X 7 7 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 ROBERT RICHARDS TREASURER 3.00 X X 0 0 0 WALTER AUERBACH IMMEDIATE PAST BOARD CHAIR 2.00 X 0 0 0 GEOFF EDELSTEIN BOARD MEMBER 2.00 X 0 0 0 KELLEY R CARROLL SECRETARY 2.00 X X 0 0 0 HANNAH SULLIVAN VICE CHAIR 2.00 X X 0 0 0 KRISTIN YORK BOARD MEMBER 2.00 X 0 0 0 STACY CALDWELL CEO 40.00 X 157697 0 9462 157697 0 9462 1 0 1 0 0 2410032 333492 2410032 CONTRACTS 711130 99603 99603 99603 624116 624116 4465860 4368996 96864 96864 96864 182933 11119 171814 171814 ADMINISTRATIVE INCOME 900099 520671 520671 520671 3923100 620274 0 892794 1975466 1975466 157697 101570 31041 25086 441889 284612 86981 70296 42693 27498 8404 6791 44397 28595 8739 7063 90368 90368 360537 293304 58382 8851 85830 51240 25335 9255 32638 21022 6424 5192 28643 18448 5638 4557 47611 30665 9372 7574 56519 36403 11125 8991 17761 11440 3496 2825 RENT 82796 53327 16297 13172 FUNDRAISING 82426 82426 EQUIPMENT LEASES 46073 29675 9069 7329 NON-PROFIT SUPPORT 35577 35577 25014 7223 16359 1432 3653935 3096433 296662 260840 372533 156431 1816159 2101132 173 1400 20000 10000 250000 250000 11843 15656 2132038 477515 1711042 1654523 9482874 18440327 12537925 4276521 931113 932028 27133662 27838018 90714 87101 90714 87101 X 13013793 14562383 3694442 3020203 10334713 10168331 27042948 27750917 27133662 27838018 X 269165 297889 140915 X X 0 1 X 1 0 X 1817678 2114216 2490791 2074908 2509635 11007228 1817678 2114216 2490791 2074908 2509635 11007228 531546 10475682 486055 549545 530602 614339 624116 2804657 139291 187768 377590 303280 692485 1700414 15512299 0.67530 0.68490 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 97 150 1008318 1401714 624781 732431 7788285 19878236 1 1 10334713 130777 144613 369568 45953 10168331 10264654 48077 207484 135800 49702 10334713 9623046 267993 472412 52800 45997 10264654 2551095 7186446 19671 91871 42295 9623046 2673633 60768 -2828 239613 -59135 2551095 1.00000 1 0 287819 287819 1470992 183128 1287864 230816 152199 78617 142411 142188 223 0 1654523 MUTUAL FUNDS 4276521 F 4276521 X 3557420 297889 140915 438804 3118616 90368 714116 804484 3923100 2942313 0 2942313 90368 621254 711622 3653935 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 140,915. PART XI, LINE 4B - OTHER ADJUSTMENTS: AGENCY FUND INCOME 714,116. PART XII, LINE 4B - OTHER ADJUSTMENTS: AGENCY FUND GRANTS 621,254. FUNDRAISER 180333 180333 11119 1 2600 2600 182933 182933 11119 11119 171814 1 ARTS FOR THE SCHOOLS PO BOX 866 TRUCKEE CA 96160 501(C)(3) 13750 ARTS, CULTURE AND CIVIC NORTH TAHOE ARTS 380 N LAKE BLVD TAHOE CITY CA 96145 501(C)(3) 5250 ARTS, CULTURE AND CIVIC AIM HIGH PO BOX 410715 SAN FRANCISCO CA 94141 501(C)(3) 41100 EDUCATION, YOUTH DEVELOPMENT BIG BROTHERS BIG SISTERS 1618 2ND STREET SAN RAFAEL CA 94901 501(C)(3) 19600 EDUCATION, YOUTH DEVELOPMENT BOYS & GIRLS CLUB OF NORTH LAKE TAHOE 8125 STEELHEAD AVE KINGS BEACH CA 96143 501(C)(3) 21050 EDUCATION, YOUTH DEVELOPMENT AMERICAN GROUP PSYCHOTHERAPY FOUNDATION 25 EAST 21ST STREET 6TH FLOOR NEW YORK NY 10010 501(C)(3) 10000 HEALTH AND HUMAN SERVICES TAHOE TRUCKEE COMMUNITY SCHOLARSHIP COMMITTEE 140 WASHINGTON ST SUITE 220 RENO NV 89503 501(C)(3) 225800 EDUCATION, YOUTH DEVELOPMENT CHOICES PERSON CENTERED SERVICES 10775 PIONEER TRAIL SUITE 210 TRUCKEE CA 96161 501(C)(3) 6300 HEALTH AND HUMAN SERVICES SUGAR PINE FOUNDATION 1458 MT RAINIER DR SOUTH LAKE TAHOE CA 96150 501(C)(3) 5750 ENVIRONMENT, RECREATION, ANIMAL WELFARE TRUCKEE RIVER WATERSHED COUNCIL 10418 DONNER PASS ROAD TRUCKEE CA 96161 501(C)(3) 28100 ENVIRONMENT, RECREATION, ANIMAL WELFARE ENVIRONMENTAL TRAVELING COMPANIONS - ETCTRIPS 6700 CALIFORNIA 49 LOTUS CA 95651 501(C)(3) 11500 ENVIRONMENT, RECREATION, ANIMAL WELFARE CONSERVATION SCIENCE PARTNERS INC 11050 PIONEER TRAIL SUITE 202 TRUCKEE CA 96161 501(C)(3) 20000 ENVIRONMENT, RECREATION, ANIMAL WELFARE HIGH FIVES NON-PROFIT FOUNDATION PO BOX 3212 TRUCKEE CA 96160 501(C)(3) 6000 HEALTH AND HUMAN SERVICES PARADISE ROTARY FOUNDATION 116 HENSHAW AVENUE SUITE C CHICO CA 95973 501(C)(3) 5260 ARTS, CULTURE AND CIVIC SIERRA SENIOR SERVICES 10040 ESTATES DR TRUCKEE CA 96161 501(C)(3) 28962 HEALTH AND HUMAN SERVICES SAVE THE REDWOODS LEAGUE 111 SUTTER STREET 11TH FLOOR SAN FRANCISCO CA 94104 501(C)(3) 15300 ENVIRONMENT, RECREATION, ANIMAL WELFARE TAHOE FOOD HUB 150 ALPINE MEADOWS RD ALPINE MEADOWS CA 96146 501(C)(3) 7800 HEALTH AND HUMAN SERVICES SIERRA COMMUNITY HOUSE 948 INCLINE WAY INCLINE VILLAGE NV 89451 501(C)(3) 57675 HEALTH AND HUMAN SERVICES ADVENTURE RISK CHALLENGE PO BOX 3208 TRUCKEE CA 96160 501(C)(3) 26250 EDUCATION, YOUTH DEVELOPMENT SIERRA EXPEDITIONARY LEARNING SCHOOL 11603 DONNER PASS ROAD TRUCKEE CA 96161 501(C)(3) 9450 EDUCATION, YOUTH DEVELOPMENT TRUCKEE DONNER LAND TRUST 10069 W RIVER ST TRUCKEE CA 96161 501(C)(3) 87950 ENVIRONMENT, RECREATION, ANIMAL WELFARE SIERRA WATERSHED EDUCATION PARTNERSHIPS PO BOX 1602 TAHOE CITY CA 96145 501(C)(3) 45200 ENVIRONMENT, RECREATION, ANIMAL WELFARE SIERRA WATCH 408 BROAD STREET SUITE 12 NEVADA CITY CA 95959 501(C)(3) 7450 ENVIRONMENT, RECREATION, ANIMAL WELFARE TAHOE RIM TRAIL ASSOCIATION 128 MARKET ST SUITE 3E STATELINE NV 89449 501(C)(3) 7250 ENVIRONMENT, RECREATION, ANIMAL WELFARE TAHOE FOREST HEALTH SYSTEM FOUNDATION 10121 PINE AVENUE TRUCKEE CA 96161 501(C)(3) 7400 HEALTH AND HUMAN SERVICES SQUAW VALLEY COMMUNITY OF WRITERS PO BOX 1416 NEVADA CITY CA 959591416 501(C)(3) 5100 ARTS, CULTURE AND CIVIC TAHOE CITY PUBLIC UTILITY DISTRICT PO BOX 5249 TAHOE CITY CA 96145 501(C)(3) 13000 EDUCATION, YOUTH DEVELOPMENT TAHOE PUBLIC ART INC PO BOX 5212 TAHOE CITY CA 96145 501(C)(3) 22500 ARTS, CULTURE AND CIVIC TRUCKEE ROTARY FOUNDATION PO BOX 180 TRUCKEE CA 96160 501(C)(3) 12500 ARTS, CULTURE AND CIVIC TRUCKEE TAHOE COMMUNITY CHORUS PO BOX 10756 TRUCKEE CA 96162 501(C)(3) 5750 HEALTH AND HUMAN SERVICES TRUCKEE ROADHOUSE 12116 CHANDELLE WAY SUITE E3 TRUCKEE CA 96161 501(C)(3) 14130 ARTS, CULTURE AND CIVIC LAKE TAHOE DANCE COLLECTIVE PO BOX 1766 TAHOE CITY CA 96145 501(C)(3) 9100 ARTS, CULTURE AND CIVIC UC DAVIS TAHOE ENVIRONMENTAL RESEARCH CENTER 291 COUNTRY CLUB DRIVE INCLINE VILLAGE NV 89451 501(C)(3) 13600 EDUCATION, YOUTH DEVELOPMENT MOUNTAIN AREA PRESERVATION FOUNDATION 10116 JIBBOOM ST TRUCKEE CA 96161 501(C)(3) 7600 ENVIRONMENT, RECREATION, ANIMAL WELFARE SOCIAL & ENVIRONMENTAL ENTREPRENEURS SEE INC 23532 CALABASAS ROAD SUITE A CALABASAS CA 91302 501(C)(3) 22600 EDUCATION, YOUTH DEVELOPMENT CHURCH OF THE MOUNTAINS 10069 CHURCH ST TRUCKEE CA 96161 501(C)(3) 5495 HEALTH AND HUMAN SERVICES TAHOE-PYRAMID BIKEWAY 4790 CAUGHLIN PARKWAY 138 RENO NV 89519 501(C)(3) 10250 ENVIRONMENT, RECREATION, ANIMAL WELFARE TROUT UNLIMITED INC 4221 HOLLIS ST EMERYVILLE CA 94608 501(C)(3) 15500 ENVIRONMENT, RECREATION, ANIMAL WELFARE TRUCKEE TRAILS FOUNDATION PO BOX 1751 TRUCKEE CA 96160 501(C)(3) 13355 HEALTH AND HUMAN SERVICES TRUCKEE COMMUNITY THEATER 10046 CHURCH ST TRUCKEE CA 96161 501(C)(3) 5750 ARTS, CULTURE AND CIVIC ACHIEVE TAHOE 2680 ALPINE MEADOWS RD ALPINE MEADOWS CA 96146 501(C)(3) 12700 HEALTH AND HUMAN SERVICES HUMANE SOCIETY OF TRUCKEE-TAHOE 10961 STEVENS LN TRUCKEE CA 96161 501(C)(3) 24150 ENVIRONMENT, RECREATION, ANIMAL WELFARE POINT BLUE CONSERVATION SCIENCE 3820 CYPRESS DRIVE SUITE 11 PETALUMA CA 94954 501(C)(3) 10000 ENVIRONMENT, RECREATION, ANIMAL WELFARE HEADWATERS SCIENCE INSTITUTE PO BOX 913 SODA SPRINGS CA 95728 501(C)(3) 6000 EDUCATION, YOUTH DEVELOPMENT SIERRA AVALANCHE CENTER 11260 DONNER PASS RD SUITE C1-PMB 401 TRUCKEE CA 96161 501(C)(3) 6400 ENVIRONMENT, RECREATION, ANIMAL WELFARE SIERRA STATE PARKS FOUNDATION 1295 N LAKE BLVD TAHOE CITY CA 96145 501(C)(3) 9500 ENVIRONMENT, RECREATION, ANIMAL WELFARE CATT COMMUNITY PROJECT 12313 SOARING WAY SUITE 1A TRUCKEE CA 96161 501(C)(3) 10000 EDUCATION, YOUTH DEVELOPMENT SIERRA NEVADA CHILDREN'S MUSEUM DBA KIDZONE 11711 DONNER PASS ROAD TRUCKEE CA 96161 501(C)(3) 8900 EDUCATION, YOUTH DEVELOPMENT TAHOE CITY DOWNTOWN ASSOCIATION 425 N LAKE BLVD SUITE 1 TAHOE CITY CA 96145 501(C)(6) 20000 ARTS, CULTURE AND CIVIC TAHOE INSTITUTE FOR NATURAL SCIENCE 948 INCLINE WAY INCLINE VILLAGE NV 89451 501(C)(3) 7750 ENVIRONMENT, RECREATION, ANIMAL WELFARE EDUCATION, YOUTH DEVELOPMENT SLOW FOOD LAKE TAHOE PO BOX 1416 NEVADA CITY CA 959591416 501(C)(3) 5750 ARTS, CULTURE, CIVIC & PUBLIC BENEFIT SIERRA COMMUNITY HOUSE (FORMERLY PROJECT MANA) PO BOX 3824 INCLINE VILLAGE NV 89450 501(C)(3) 52000 HEALTH AND HUMAN SERVICES SIERRA COMMUNITY HOUSE (FORMERLY NORTH TAHOE FAMILY RESOURCE CENTER) PO BOX 2810 KINGS BEACH CA 96143 501(C)(3) 27475 ENVIRONMENT, RECREATION, ANIMAL WELFARE SIERRA COMMUNITY HOUSE (FORMERLY FAMILY RESOURCE CENTER OF TRUCKEE) 11695 DONNER PASS ROAD TRUCKEE CA 96161 501(C)(3) 72625 HEALTH AND HUMAN SERVICES GRANITE WELLNESS CENTERS 180 SIERRA COLLEGE DRIVE GRASS VALLEY CA 95945 501(C)(3) 11000 HEALTH AND HUMAN SERVICES 51 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 157697 0 0 0 0 0 0 0 9462 0 167159 0 0 0 STACY CALDWELL CEO PURCHASE OF A HOME X 50000 10000 0 1 1 10000 X 10 256493 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 140,915. 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