Form 990 for tax year 2024
Filed by HISTORIC SANTA FE FOUNDATION INC.
Totals
- Total revenue
- $314,938
- Total expenses
- $610,508
- Contributions and grants received
- $213,802
- Grants paid
- $0
- Program service revenue
- $50,414
- Investment income
- $2,249
- Other revenue
- $48,473
- Total assets, end of year
- $6,587,994
- Total liabilities, end of year
- $87,757
- Net assets or fund balances, end of year
- $6,500,237
- Program services expenses (Part IX)
- $253,349
- Management and general expenses
- $208,071
- Fundraising expenses
- $149,088
- Program service expenses (Part III)
- $253,349
Program services were 41.5% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.
Line items
Every line the filer filed in Parts VIII, IX and X, as filed and in filed order. Blank columns are left out, and the lines are not forced to add up to the totals above.
Revenue
Part VIII, the statement of revenue.
-
1b · Membership dues
$8,673
-
1f · All other contributions, gifts and grants
$205,129
-
1g · Noncash contributions included above
$11,500
-
2a · Program service revenue: Rental Income
total $50,414 · related or exempt $50,414
-
3 · Investment income
total $2,249 · excluded $2,249
-
4 · Income from investment of tax-exempt bond proceeds
total $0
-
5 · Royalties
total $0
-
6d · Net rental income or loss
total $0
-
7d · Net gain or loss
total $0
-
8a · Fundraising events: gross income
$62,994
-
8b · Fundraising events: direct expenses
$15,746
-
8c · Net income from fundraising events
total $47,248 · excluded $47,248
-
9c · Net income from gaming
total $0
-
10a · Gross sales of inventory
$45,859
-
10b · Cost of goods sold
$44,634
-
10c · Net income from sales of inventory
total $1,225 · excluded $1,225
-
11e · Other revenue, total
$0
Functional expenses
Part IX, the statement of functional expenses.
-
1 · Grants to domestic organizations and governments
total $0
-
2 · Grants to domestic individuals
total $0
-
3 · Grants to foreign organizations and individuals
total $0
-
4 · Benefits paid to or for members
total $0
-
5 · Compensation of officers, directors and key employees
total $80,066 · program services $9,462 · management and general $47,449 · fundraising $23,155
-
6 · Compensation of disqualified persons
total $0
-
7 · Other salaries and wages
total $196,831 · program services $89,741 · management and general $29,834 · fundraising $77,256
-
8 · Pension plan contributions
total $10,144 · program services $3,074 · management and general $4,114 · fundraising $2,956
-
9 · Other employee benefits
total $11,909 · program services $3,609 · management and general $4,830 · fundraising $3,470
-
10 · Payroll taxes
total $21,777 · program services $7,821 · management and general $6,033 · fundraising $7,923
-
11a · Fees: management
total $0
-
11b · Fees: legal
total $325 · management and general $325
-
11c · Fees: accounting
total $39,436 · management and general $39,436
-
11d · Fees: lobbying
total $0
-
11e · Fees: professional fundraising services
total $0
-
11f · Fees: investment management
total $34,817 · management and general $34,817
-
11g · Fees: other
total $26,084 · program services $10,482 · management and general $9,378 · fundraising $6,224
-
12 · Advertising and promotion
total $3,204 · fundraising $3,204
-
13 · Office expenses
total $0
-
14 · Information technology
total $14,293 · program services $449 · management and general $10,071 · fundraising $3,773
-
15 · Royalties
total $0
-
16 · Occupancy
total $38,532 · program services $33,005 · management and general $5,527
-
17 · Travel
total $4,833 · program services $32 · management and general $1,506 · fundraising $3,295
-
18 · Travel or entertainment for public officials
total $0
-
19 · Conferences, conventions and meetings
total $1,390 · program services $1,245 · management and general $115 · fundraising $30
-
20 · Interest
total $0
-
21 · Payments to affiliates
total $0
-
22 · Depreciation, depletion and amortization
total $49,224 · program services $48,085 · management and general $1,139
-
23 · Insurance
total $1,185 · management and general $1,185
-
24a · Other expenses: Maintenance
total $17,823 · program services $17,343 · fundraising $480
-
24b · Other expenses: Landscaping
total $14,445 · program services $13,185 · fundraising $1,260
-
24c · Other expenses: Supplies
total $14,083 · program services $7,416 · management and general $6,089 · fundraising $578
-
24d · Other expenses: Printing and Publications
total $9,841 · program services $1,880 · management and general $330 · fundraising $7,631
-
24e · All other expenses
total $20,266 · program services $6,520 · management and general $5,893 · fundraising $7,853
Balance sheet
Part X, book values.
-
1 · Cash, non-interest-bearing
beginning of year $22,395 · end of year $13,207
-
2 · Savings and temporary cash investments
beginning of year $194,118 · end of year $157,201
-
3 · Pledges and grants receivable
beginning of year $12,674 · end of year $1,931
-
4 · Accounts receivable
end of year $0
-
5 · Loans and receivables from officers and key people
end of year $0
-
6 · Loans and receivables from disqualified persons
end of year $0
-
7 · Other notes and loans receivable
end of year $0
-
8 · Inventories for sale or use
beginning of year $4,350 · end of year $4,350
-
9 · Prepaid expenses and deferred charges
beginning of year $12,687 · end of year $3,837
-
10a · Land, buildings and equipment: cost or other basis
$2,380,416
-
10b · Land, buildings and equipment: accumulated depreciation
$203,136
-
10c · Land, buildings and equipment, net
beginning of year $2,146,176 · end of year $2,177,280
-
11 · Investments: publicly traded securities
beginning of year $3,781,133 · end of year $4,181,234
-
12 · Investments: other securities
end of year $0
-
13 · Investments: program-related
end of year $0
-
14 · Intangible assets
end of year $0
-
15 · Other assets
beginning of year $33,826 · end of year $48,954
-
17 · Accounts payable and accrued expenses
beginning of year $15,053 · end of year $17,313
-
25 · Other liabilities
beginning of year $26,035 · end of year $70,444
-
27 · Net assets without donor restrictions
beginning of year $6,025,858 · end of year $6,361,927
-
28 · Net assets with donor restrictions
beginning of year $140,413 · end of year $138,310
Mission and programs · 2024
Mission
Our mission is to preserve, protect and promote the historic properties and diverse cultural heritage of the Santa Fe area, and to educate the public about Santa Fe's history and the importance of preservation.
Activities or mission (Part I)
Historic preservation of properties to preserve the diverse cultural heritage of the Santa Fe area. Activities include not only the preservation of historical properties but education of the public about Santa Fe's history.
-
Protecting Historic Properties Historic Preservation (Architectural Conservation)1. Performed conservation work on Foundation owned property, 545 Canyon Road, and made earth plaster repairs on property wall, rebuilt historic and utility staircases, managed roof repairs on main structure, restored historic wood screen door elements, reglazing of historic window panes, managed lead paint mitigation, and repainting of historic western portal and railings, and maintained old plumbing and lighting fixtures. Refinished historic lime wash coatings on main structures Zaguan corridor and portal covered areas. Repairs to historic brick paver bedding and rodent intrusion mitigation. Earthen plaster re-coating on areas of main structures north face. 2. Continued implementation of El Zagun Master Plan in phased and budgeted steps. Phase II was completed, allowing the history interpretation center to open.3. Further revision and implementation of Master Plan for the garden and outdoor spaces with volunteer gardeners at the garden at El Zagun, 545 Canyon Road. Engagement with the Santa Fe Extension Master Gardeners for ongoing maintenance of the garden.4. Continued to refine process for monitoring and management of all preservation easements held by the Foundation. Annual visits and inspections with owners of existing easements held by the foundation were made.
Expenses $187,178 · Revenue $50,414
-
Withheld by Nonprofiteer: this text may name a private individual.
Expenses $62,690
-
Preservation Trades Internship1. The Faith and John Gaw Meem Preservation Trades Internship was implemented for a 10-week, 400-hour period. Faith and John Gaw Meem Preservation Trades intern Samantha Crowley, hands-on adobe work at El Zagun, 545 Canyon Road and at Rancho de Las Golondrinas, 334 Los Pinos Road. Projects included working at Las Golondrinas to infill a doorway and work on mud plastering. Additional projects involved replastering the front entrance wall and other areas of El Zagun. Intern learned how to prepare appropriate plaster mixes with the available materials of sand, clay, straw, lime and water and experimented with changes in substrate materials. The Intern was introduced to basic carpentry and tool safety and use. Intern helped to create scaled adobe wooden forms and small-scale adobe production. Other projects included water infiltration mitigation on the historic Randall Davey Art Studio at the Randall Davey Audubon Center & Sanctuary in Santa Fe. Also, lead paint testing and re-priming of Randall Davey Painting Studio ceiling.
Expenses $3,481
As filed on the 2024 return. A text marked withheld matched a screen for wording that may name a private individual, such as an honorific or "in memory of". Most of what it withholds names no one; it is withheld so that what does is never shown.
Listed in Part VII
-
Melanie McWhorter
Executive Dir.
- Total calculated
- $79,476
- From this org
- $76,648
- From related orgs
- $0
- Other
- $2,828
- Hours/week
- 40
-
Larry Good
Chair
- Total calculated
- $0
- Hours/week
- 2
-
Anne McDonald CULP
Past Chair
- Total calculated
- $0
- Hours/week
- 2
-
Harlan Flint
Treasurer
- Total calculated
- $0
- Hours/week
- 2
-
Timothy Sweeney
Secretary
- Total calculated
- $0
- Hours/week
- 2
-
Tony Sawtell
Past Secretary
- Total calculated
- $0
- Hours/week
- 1
-
Greg Walke
Vice Chair
- Total calculated
- $0
- Hours/week
- 1
-
Nicholas Wirth
Member at Large
- Total calculated
- $0
- Hours/week
- 2
-
James B Baker
Director
- Total calculated
- $0
- Hours/week
- 1
Compensation is as filed in Part VII: reportable pay from this organization and from related organizations, other compensation, and hours per week. The total, marked calculated, is our sum of the three dollar columns, with a blank column counted as $0; the form itself has no total. On a Form 990-EZ the columns are Part IV's instead, and on a Form 990-PF Part VIII's — compensation, contributions to benefit plans, and expense account — and the total sums those.
Grants on this return
No itemized grants to organizations on this return.
Provenance
- Return type
- form_990
- Tax year
- 2024
- Filed
- 1 July 2025
- IRS schema version
- 2024v5.2
- Source object
- 202501829349302005
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