2019-05-14T15:48:47-05:00 2018-06-30 943108253 NOVOGRADAC & COMPANY LLP 2033 N MAIN STREET SUITE 400 WALNUT CREEK CA 94596 990 2017-07-01 680416404 TAHOE TRUCKEE COMMUNITY FOUNDATION TAHO 5305871776 PO BOX 366 TRUCKEE CA 96160 STACY CALDWELL CEO 5305871776 2019-05-14 1 KEVIN T WILSON P01313212 9259494252 12.104.178.226 2019-05-14 13:31:13 PD P D44D35CF590BB9E5D441EBFA66D5B16635047420 D44D35CF590BB9E5D441EBFA66D5B16635047420 2017 2019-02-21 02:37:17Z STACY CALDWELL PO BOX 366 TRUCKEE CA 96160 12936828 0 X WWW.TTCF.NET X 1998 CA TO ENHANCE THE QUALITY OF LIFE IN THE TRUCKEE/TAHOE AREA THROUGH PHILANTHROPY. 12 12 6 45 0 0 2375477 1971536 115314 103372 1333446 3642844 309554 303280 4133791 6021032 1653108 1961994 0 0 519394 663854 0 0 219678 755370 763819 2927872 3389667 1205919 2631365 26786785 27133662 54286 90714 26732499 27042948 THE TRUCKEE TAHOE COMMUNITY FOUNDATION CONNECTS PEOPLE AND OPPORTUNITIES, GENERATING RESOURCES TO BUILD A MORE CARING, CREATIVE, AND EFFECTIVE COMMNUNITY. 0 0 2774947 1961994 188190 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. 2774947 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 54 0 6 1 0 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 BRAD KOCH BOARD MEMBER 2.00 X 0 0 0 ROBERT RICHARDS TREASURER 3.00 X 0 0 0 WALLY AUERBACH BOARD CHAIR 2.00 X X 0 0 0 NICOLE TODD BAILEY BOARD MEMBER 2.00 X 0 0 0 KATHRYN ROHLF BOARD MEMBER 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 KRISTIN YORK BOARD MEMBER 2.00 X 0 0 0 RICHARD GANDER BOARD MEMBER 2.00 X 0 0 0 NANCY GISKO BOARD MEMBER 2.00 X 0 0 0 LAUREN OBRIEN BOARD VICE-CHAIR 2.00 X X 0 0 0 HANNAH SULLIVAN BOARD MEMBER 2.00 X 0 0 0 STACY CALDWELL CEO 40.00 X 146669 0 8800 146669 0 8800 1 0 1 0 0 1971536 154183 1971536 CONTRACTS 711130 103372 103372 103372 614339 614339 9941847 6913342 3028505 3028505 3028505 220916 2454 218462 218462 ADMINISTRATIVE INCOME 900099 84818 84818 84818 6021032 188190 0 3861306 1961994 1961994 146669 85841 40787 20041 448495 262492 124721 61282 30856 18059 8581 4216 37834 22143 10521 5170 74654 74654 259991 78724 102749 78518 68385 40024 19017 9344 50045 29290 13917 6838 33878 19828 9421 4629 19813 11596 5510 2707 55869 32699 15536 7634 14056 8227 3909 1920 RENT 66494 38917 18491 9086 NON-PROFIT SUPPORT 56691 56691 EQUIPMENT LEASES 24475 14325 6806 3344 FUNDRAISING 18127 10609 5041 2477 21341 8834 10035 2472 3389667 2774947 395042 219678 377662 372533 1656123 1816159 0 173 30000 20000 350000 250000 10073 11843 2132038 420996 1759775 1711042 20171411 9482874 1489277 12537925 942464 931113 26786785 27133662 54286 90714 54286 90714 X 12535080 13013793 3932766 3694442 10264653 10334713 26732499 27042948 26786785 27133662 X 2631365 -2450120 129204 X X 0 1 X 1 0 X 2110702 1817678 2114216 2490791 2074908 10608295 2110702 1817678 2114216 2490791 2074908 10608295 706891 9901404 484386 486055 549545 530602 614339 2664927 176392 139291 187768 377590 303280 1184321 14457543 0.68490 0.70040 X 95 138 480198 1674963 573316 1392106 7226336 19816612 1 1 10264654 48077 207484 135800 49702 10334713 9623046 267993 472412 52800 45997 10264654 2551095 7186446 19671 91871 42295 9623046 2673633 60768 -2828 239613 -59135 2551095 2379020 107789 369045 295286 -113065 2673633 1.00000 1 0 287819 287819 1470992 146766 1324226 230816 140782 90034 142411 133448 8963 0 1711042 MUTUAL FUNDS 12537925 F 12537925 X 3172515 -2450120 129204 -2320916 5493431 74654 452947 527601 6021032 2803947 0 2803947 74654 511066 585720 3389667 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 129,204. PART XI, LINE 4B - OTHER ADJUSTMENTS: AGENCY FUND INCOME 452,947. PART XII, LINE 4B - OTHER ADJUSTMENTS: AGENCY FUND GRANTS 511,066. FUNDRAISER 218451 218451 2454 1 2465 2465 220916 220916 2454 2454 218462 1 ARTS FOR THE SCHOOLS PO BOX 866 TRUCKEE CA 96160 501(C)(3) 25233 ARTS, CULTURE AND CIVIC NORTH TAHOE ARTS 380 N LAKE BLVD TAHOE CITY CA 96145 501(C)(3) 8247 ARTS, CULTURE AND CIVIC AIM HIGH PO BOX 410715 SAN FRANCISCO CA 94141 501(C)(3) 31393 EDUCATION, YOUTH DEVELOPMENT BIG BROTHERS BIG SISTERS 1618 2ND STREET SAN RAFAEL CA 94901 501(C)(3) 19488 EDUCATION, YOUTH DEVELOPMENT BOYS & GIRLS CLUB OF NORTH LAKE TAHOE 8125 STEELHEAD AVE KINGS BEACH CA 96143 501(C)(3) 27012 EDUCATION, YOUTH DEVELOPMENT GIRLS ON THE RUN - SIERRAS 3543 18TH ST 31 SAN FRANCISCO CA 94110 501(C)(3) 9144 EDUCATION, YOUTH DEVELOPMENT TAHOE TRUCKEE COMMUNITY SCHOLARSHIP COMMITTEE 140 WASHINGTON ST SUITE 220 RENO NV 89503 501(C)(3) 112800 EDUCATION, YOUTH DEVELOPMENT TAHOE TRUCKEE UNIFIED SCHOOL DISTRICT 11603 DONNER PASS RD TRUCKEE CA 96161 501(C)(3) 10000 EDUCATION, YOUTH DEVELOPMENT SUGAR PINE FOUNDATION 1458 MT RAINIER DR SOUTH LAKE TAHOE CA 96150 501(C)(3) 16321 ENVIRONMENT, RECREATION, ANIMAL WELFARE TRUCKEE RIVER WATERSHED COUNCIL 10418 DONNER PASS ROAD TRUCKEE CA 96161 501(C)(3) 38300 ENVIRONMENT, RECREATION, ANIMAL WELFARE ENVIRONMENTAL TRAVELING COMPANIONS - ETCTRIPS 6700 CALIFORNIA 49 LOTUS CA 95651 501(C)(3) 13000 ENVIRONMENT, RECREATION, ANIMAL WELFARE FAMILY RESOURCE CENTER OF TRUCKEE 11695 DONNER PASS ROAD TRUCKEE CA 96161 501(C)(3) 71862 HEALTH AND HUMAN SERVICES NORTH TAHOE FAMILY RESOURCE CENTER 8321 STEELHEAD AVE KINGS BEACH CA 96143 501(C)(3) 54658 HEALTH AND HUMAN SERVICES PROJECT MANA 948 INCLINE WAY INCLINE VILLAGE NV 89451 501(C)(3) 69505 HEALTH AND HUMAN SERVICES SIERRA SENIOR SERVICES 10040 ESTATES DR TRUCKEE CA 96161 501(C)(3) 30585 HEALTH AND HUMAN SERVICES SLOW FOOD LAKE TAHOE PO BOX 1351 TRUCKEE CA 96161 501(C)(3) 5507 ARTS, CULTURE AND CIVIC TAHOE FOOD HUB 150 ALPINE MEADOWS RD ALPINE MEADOWS CA 96146 501(C)(3) 14521 HEALTH AND HUMAN SERVICES TAHOE SAFE ALLIANCE 12257 BUSINESS PARK DR 6 TRUCKEE CA 96161 501(C)(3) 47239 HEALTH AND HUMAN SERVICES ADVENTURE RISK CHALLENGE PO BOX 3208 TRUCKEE CA 96160 501(C)(3) 26683 EDUCATION, YOUTH DEVELOPMENT CHOICES TRANSITIONAL SERVICES 2920 PROSPECT PARK DR 205 RANCHO CORDOVA CA 95670 501(C)(3) 8412 HEALTH AND HUMAN SERVICES TRUCKEE DONNER LAND TRUST 10069 W RIVER ST TRUCKEE CA 96161 501(C)(3) 55212 ENVIRONMENT, RECREATION, ANIMAL WELFARE SIERRA WATERSHED EDUCATION PARTNERSHIPS PO BOX 1602 TAHOE CITY CA 96145 501(C)(3) 32954 ENVIRONMENT, RECREATION, ANIMAL WELFARE SQUAW VALLEY SKI MUSUEM FOUNDATION PO BOX 2697 OLYMPIC VALLEY CA 96146 501(C)(3) 5147 ARTS, CULTURE AND CIVIC TAHOE RIM TRAIL ASSOCIATION 128 MARKET ST SUITE 3E STATELINE NV 89449 501(C)(3) 8485 ENVIRONMENT, RECREATION, ANIMAL WELFARE TAHOE FOREST HEALTH SYSTEM FOUNDATION 10121 PINE AVENUE TRUCKEE CA 96161 501(C)(3) 25600 HEALTH AND HUMAN SERVICES TAHOE FUND PO BOX 7124 TAHOE CITY CA 96145 501(C)(3) 13374 ENVIRONMENT, RECREATION, ANIMAL WELFARE COMMUNITY RECOVERY RESOURCES 10015 PALISADES DRIVE SUITE 1 TRUCKEE CA 96161 501(C)(3) 9000 HEALTH AND HUMAN SERVICES TAHOE PUBLIC ART INC PO BOX 5212 TAHOE CITY CA 96145 501(C)(3) 19094 ARTS, CULTURE AND CIVIC TRUCKEE ROTARY FOUNDATION PO BOX 180 TRUCKEE CA 96160 501(C)(3) 11000 ARTS, CULTURE AND CIVIC TRUCKEE TAHOE SWIM TEAM 8924 DONNER PASS ROAD TRUCKEE CA 96161 501(C)(3) 5345 ENVIRONMENT, RECREATION, ANIMAL WELFARE TRUCKEE ROADHOUSE 12116 CHANDELLE WAY SUITE E3 TRUCKEE CA 96161 501(C)(3) 25359 ARTS, CULTURE AND CIVIC LAKE TAHOE DANCE COLLECTIVE PO BOX 1766 TAHOE CITY CA 96145 501(C)(3) 22775 ARTS, CULTURE AND CIVIC LAKE TAHOE MUSIC FESTIVAL 58 2 COLLEGE DR SOUTH LAKE TAHOE CA 96150 501(C)(3) 6600 ARTS, CULTURE AND CIVIC MOUNTAIN AREA PRESERVATION FOUNDATION 10116 JIBBOOM ST TRUCKEE CA 96161 501(C)(3) 28652 ENVIRONMENT, RECREATION, ANIMAL WELFARE LEAGUE TO SAVE LAKE TAHOE 2608 LAKE TAHOE BLVD SOUTH LAKE TAHOE CA 96150 501(C)(3) 50000 ENVIRONMENT, RECREATION, ANIMAL WELFARE PLUMAS CRISIS INTERVENTION & RESOURCE CENTER 591 MAIN ST QUINCY CA 95971 501(C)(3) 6000 HEALTH AND HUMAN SERVICES SOCIAL & ENVIRONMENTAL ENTREPRENEURS SEE INC 23532 CALABASAS ROAD SUITE A CALABASAS CA 91302 501(C)(3) 54227 EDUCATION, YOUTH DEVELOPMENT SUGAR BOWL SKI TEAM & ACADEMY PO BOX 68 NORDEN CA 95724 501(C)(3) 30000 ENVIRONMENT, RECREATION, ANIMAL WELFARE CHURCH OF THE MOUNTAINS 10069 CHURCH ST TRUCKEE CA 96161 501(C)(3) 7670 HEALTH AND HUMAN SERVICES DESERT RESEARCH INSTITUTE 755 E FLAMINGO RD LAS VEGAS NV 89119 501(C)(3) 6325 ENVIRONMENT, RECREATION, ANIMAL WELFARE TAHOE-PYRAMID BIKEWAY 4790 CAUGHLIN PARKWAY 138 RENO NV 89519 501(C)(3) 30688 ENVIRONMENT, RECREATION, ANIMAL WELFARE TROUT UNLIMITED INC 4221 HOLLIS ST EMERYVILLE CA 94608 501(C)(3) 10672 ENVIRONMENT, RECREATION, ANIMAL WELFARE TRUCKEE TRAILS FOUNDATION PO BOX 1751 TRUCKEE CA 96160 501(C)(3) 19418 HEALTH AND HUMAN SERVICES TRUCKEE COMMUNITY THEATER 10046 CHURCH ST TRUCKEE CA 96161 501(C)(3) 7636 ARTS, CULTURE AND CIVIC ACHIEVE TAHOE 2680 ALPINE MEADOWS RD ALPINE MEADOWS CA 96146 501(C)(3) 32954 HEALTH AND HUMAN SERVICES HUMANE SOCIETY OF TRUCKEE-TAHOE 10961 STEVENS LN TRUCKEE CA 96161 501(C)(3) 19193 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) 13063 EDUCATION, YOUTH DEVELOPMENT SIERRA AVALANCHE CENTER 11260 DONNER PASS RD SUITE C1-PMB 401 TRUCKEE CA 96161 501(C)(3) 5150 ENVIRONMENT, RECREATION, ANIMAL WELFARE SIERRA STATE PARKS FOUNDATION 1295 N LAKE BLVD TAHOE CITY CA 96145 501(C)(3) 10221 ENVIRONMENT, RECREATION, ANIMAL WELFARE ARTS IN WELLNESS PO BOX 9944 TRUCKEE CA 96162 501(C)(3) 36000 ARTS, CULTURE AND CIVIC CATT COMMUNITY PROJECT 12313 SOARING WAY SUITE 1A TRUCKEE CA 96161 501(C)(3) 5050 EDUCATION, YOUTH DEVELOPMENT CHILD ADVOCATES OF NEVADA COUNTY 200 PROVIDENCE MINE ROAD SUITE 208 NEVADA CITY CA 95959 501(C)(3) 8000 HEALTH AND HUMAN SERVICES SIERRA NEVADA ALLIANCE 10710 DONNER PASS RD SUITE 100 TRUCKEE CA 96161 501(C)(3) 6486 ENVIRONMENT, RECREATION, ANIMAL WELFARE SIERRA NEVADA CHILDREN'S MUSEUM DBA KIDZONE 11711 DONNER PASS ROAD TRUCKEE CA 96161 501(C)(3) 8800 EDUCATION, YOUTH DEVELOPMENT TAHOE CHILDREN'S FOUNDATION 754 MAYS BLVD 12 INCLINE VILLAGE NV 89450 501(C)(3) 5884 HEALTH AND HUMAN SERVICES TAHOE CITY DOWNTOWN ASSOCIATION 425 N LAKE BLVD SUITE 1 TAHOE CITY CA 96145 501(C)(3) 21000 ARTS, CULTURE AND CIVIC TAHOE INSTITUTE FOR NATURAL SCIENCE 948 INCLINE WAY INCLINE VILLAGE NV 89451 501(C)(3) 7874 ENVIRONMENT, RECREATION, ANIMAL WELFARE TAHOE TRUCKEE EXCELLENCE IN EDUCATION FOUNDATION 11071 DONNER PASS RD TRUCKEE CA 96161 501(C)(3) 7540 EDUCATION, YOUTH DEVELOPMENT TRUCKEE DONNER RECREATION & PARK DISTRICT 8924 DONNER PASS ROAD TRUCKEE CA 96161 501(C)(3) 7089 ENVIRONMENT, RECREATION, ANIMAL WELFARE 60 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 146669 0 0 0 0 0 0 0 8800 0 155469 0 0 0 STACY CALDWELL CEO PURCHASE OF A HOME X 50000 20000 0 1 1 20000 X 3 154183 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 129,204. 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