2024-11-11T14:39:02-08:00 2023-12-31 860553260 Janice Moen CPA 12 Vista Drive Hooksett NH 03106 990 2023-01-01 856011261 Historic Santa Fe Foundation Inc HIST 5059832567 545 Canyon Road Ste 2 Santa Fe NM 87501 Larry Good Current Chair 2024-11-11 true true Janice Moen CPA P01206712 5052502231 X 2023 2024-10-15 13:58:12Z Larry Good 545 Canyon Road Ste 2 Santa Fe NM 87501 1916458 false X www.HistoricSantaFe.org X 1961 NM 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. 8 8 6 20 0 363998 1812806 63445 48220 181009 667 42893 38880 651345 1900573 0 0 296465 290671 0 90757 200513 238819 496978 529490 154367 1371083 4275010 6207359 36667 41088 4238343 6166271 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. false false 167540 48220 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.2. CONTINUED IMPLEMENTATION OF EL ZAGUN MASTER PLAN IN PHASED AND BUDGETED STEPS,PHASE I AND A MAJORITY OF PHASE II WAS COMPLETED, ALLOWING STAFF TO MOVE INTO THEIR NEW OFFICES AND RENOVATIONS TO BEGIN ON THE HISTORY INTERPRETATION CENTER.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. CONTINUED 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 PRESERVATIONEASEMENTS HELD BY THE FOUNDATION. ANNUAL VISITS AND INSPECTIONS WITH OWNERS OF EXISTING EASEMENTS HELD BY THE FOUNDATION WERE MADE. 78708 RESEARCH AND EDUCATION1. THE MEMBER LECTURE SERIES, SALON EL ZAGUN, CONTINUED AND CONSISTED OF A MIXTURE OF ONLINE, HYBRID, AND IN-PERSON EVENTS. SALONS INCLUDED GORDON BRONITSKY ON THE LIFE AND ACTIVISM OF MIGUEL H. TRUJILLO, FRANK GRAZIANO ON FOLK SAINTS OF THE AMERICAS, BRADFORD EPLEY ON CONTESTED MONUMENTS, ALYSIA ABBOTT ON THE ORIGINS AND THE HISTORY OF A MODERN PRESERVATION CRISIS IN SANTA FE CENTERING AROUND THE RIGHTS OF THE DEAD, NICOLE RAMIREZ THOMAS ON NAVIGATING SANTA CITY HISTORIC PRESERVATION DIVISION ORDINANCES AND PROCESSES, ELLEN BRADBURY REID ON GROWING UP IN LOS ALAMOS, ALAN MAC WATSON ON THE WATER HISTORY PARK AND THE HISTORIC ADMINISTRATION OF SANTA FES WATER RESOURCE, SANDRA MATHEWS ON PUEBLO SOVEREIGNTY AND LAND CLAIMS IN NEW MEXICO, ROB MARTINEZ ON THE HISTORY OF BRUJERA IN NEW MEXICO, ANDKARL HORN ON THE FURNITURE OF WILLIAM PENHALLOW HENDERSON AND THE PUEBLO-SPANISH BUILDING COMPANY.2. PRESENTED ALONG WITH THE CITY OF SANTA FE HISTORIC PRESERVATION DIVISION AND THE OLD SANTA FE ASSOCIATION THE HERITAGE PRESERVATION AWARDS IN MAY 2023 AT SAN MIGUEL CHAPEL, 401 OLD SANTA FE TRAIL. PRODUCED AN ADVERTISEMENT WITH LOCAL PAPER FOR THE AWARDS. 3. PRESENTED THE ARCHITECTURAL STEWARDSHIP AWARD IN 2023 TO THE SCHOOL FOR ADVANCED RESEARCH IN RECOGNITION OF THE GREAT CARE AND EFFORT, PLANNING, DESIGN AND EXECUTION OF THE RENOVATION AND REMODELS OF THEIR HISTORIC CAMPUS, 660 GARCIA STREET.4. HELD MONTHLY ART EXHIBITIONS AT THE GALLERY AND ONLINE, FOR EL ZAGUN RESIDENTARTISTS AND INVITED OUTSIDE ARTISTS. EXHIBITIONS INCLUDED A JOINT EXHIBITION BY MARLA LIPKIN AND SALLY HAYDEN VON CONTA, LISBETH CORT, LOCAL COLLECTIVE OF EMERGING ARTISTS ABSTRACT PICNIC, JULIA TAIT DICKENSON, AND JOHN BRANDI. THE FOLLOWING ARTISTS GAVE TALKS: MARLA LIPKIN AND SALLY HAYDEN VON CONTA, LISBETH CORT, AND JOHN BRANDI.5. SELECTED UNIVERSITY OF NEW MEXICO GRADUATE STUDENT HAYDEN MCAFEE AS THE FOUNDATIONS MAC WATSON FELLOW. UNDER THE DIRECTION OF AUDRA BELLMORE, UNIVERSITY OF NEW MEXICO PROFESSOR AND CURATOR OF THE JOHN GAW MEEM ARCHIVES, HAYDEN BEGAN TO RESEARCH AND WRITE THE NOMINATION FOR THE LA FARGE HOUSE.6. APPROVED AND ADDED THE LISTING OF THE CHAVES-KELLY AND POND-KELLY HOUSES TO THE HSFF REGISTER OF PROPERTIES.7. HELD A FUNDRAISER WITH BONNIE BENNETT ON THE HISTORY OF CHOCOLATE IN-PERSON AT KAKAWA CHOCOLATE HOUSE, 1050 PASEO DE PERALTA, IN DECEMBER 2023.8. CONTINUED WITH THE ONLINE BLOG WITH ARTICLES FROM CONTRIBUTING, VOLUNTEER WRITERS FOR DISSEMINATION OF ACTIVITIES AND NEWS OF THE FOUNDATION, INCLUDING BOOK REVIEWS OF NEW PUBLICATIONS OF INTEREST ON THE HISTORY, CULTURE, ARCHITECTURE, ARCHEOLOGY OF THE SANTA FE AREA AND SOUTHWEST.9. PUBLISHED TWO PRINTED NEWSLETTERS CONTAINING SUBSTANTIAL ARTICLES, INTERVIEWS, AND PRESERVATION NEWS.10. HELD THE ANNUAL MEETING OF FOUNDATION MEMBERS IN THE GARDEN AT EL ZAGUN IN JUNE WITH GUESTS FROM THE SANTA FE EXTENSION MASTER GARDENERS AND PRESENTATION FROM BOARD DIRECTORS GREG WALKE AND LARRY GOOD ON THE STATUS OF THE MASTER PLAN.11. UPDATED AND REFINED WEBSITE FOR THE FOUNDATION CONTAINING CALENDARS, DETAILEDPHOTOGRAPHS, AND INFORMATION ON ALL RELATED PROPERTIES OWNED, EASEMENTS, AND THEREGISTER OF PROPERTIES WORTHY OF PRESERVATION. 12. EXPANDED THE YOUTUBE PAGE WITH SEVERAL SALON RECORDINGS AND HISTORY OF EL ZAGUN.13. CONTINUED TO DEVELOP THE RELATED MOBILE APPLICATION AND MAP FOR OLD SANTA FE TODAY, 5TH EDITION. BEGAN DEVELOPMENT OF A CHILDRENS ACTIVITY BOOK ON THE HISTORY OF EL ZAGUN AND PRESERVATION.14. LAUNCHED WALKING AND SHUTTLE BUS TOURS INCLUDING A TOUR OF THE PLAZE DEL CERRO IN CHIMAY LED BY DON USNER, TWO TOURS LED BY HISTORIAN DR. OLIVER HORN ON SANTA FES BARRIO DE ANALCO AND SOUTH CAPITOL NEIGHBORHOODS, TWO LED BY ARCHAEOLOGIST DR. ALYSIA ABBOTT ON THE UNMARKED AND HIDDEN CEMETERIES OF SANTA FE, A SHUTTLE BUS TOUR OF ROUTE 66 EAST OF SANTA FE TO ROMEROVILLE WAS GUIDED BY FOLK-HISTORIAN AND ROUTE 66 RESEARCHER WILLIE LAMBERT, AND AN ALTAR SCREEN AND RELIGIOUS ART TOUR OF HOLY TRINITY ORTHODOX CHURCH, 231 E CORDOVA ROAD, AND THE CHURCH OF THE HOLY FAITH, 311 E PALACE AVENUE. 15. HOSTED FOUR FUNDRAISING EVENTS FOR OUR STEWARDS DONOR GROUP AT SAN JOS DE GRACIA CHURCH IN LAS TRAMPAS, THE J.B. JACKSON HOUSE IN LA CIENEGA, LOS PINOS GUEST RANCH IN THE PECOS, FULLER LODGE AND THE J. ROBERT OPPENHEIMER HOUSE IN LOS ALAMOS, AND THE POND-KELLY AND CHAVES-KELLY HOUSES. 16. PARTNERED WITH THE SANTA FE EXTENSION MASTER GARDENERS FOR TOURS AND WORKSHOPS IN THE EL ZAGUN GARDEN.17. TEN VOLUNTEERS WERE TRAINED TO WORK THE FRONT DESK AND TO ASSIST WITH OTHER STAFF TASKS.18. CREATED AND HIRED FOR THE NEW POSITION OF DEVELOPMENT ASSOCIATE AND RESEARCH HISTORIAN TO ASSIST WITH EASEMENTS, REGISTER NOMINATIONS, ORGANIZING THE FOUNDATIONS ARCHIVES, AND OUTREACH.19. WORKED WITH THE YOUTH CONSERVATION CORPS AT THE SANTA FE CHILDRENS MUSEUM, 1050 PECOS TRAIL, AND AT EL ZAGUN. TAUGHT THEM HOW TO MAKE ADOBE BRICKS AND HOW TO WORK WITH MUD PLASTER TO BUILD AN ADOBE ARCH.20. HIGH SCHOOL RESEARCH FELLOWSHIP PROGRAM WAS LAUNCHED IN THE FALL OF 2023. SIX JUNIORS AND SENIORS FROM CAPITAL HIGH SCHOOL AND SANTA FE PREPARATORY SCHOOL MET WITH ROB MARTINEZ AT EL ZAGUN FOR AN OVERVIEW OF NEW MEXICOS HISTORY AND THE ROLE OF STATE HISTORIAN AND WITH BRADFORD EPLEY AT THE EDWIN BROOKS HOUSE, 553 CANYON ROAD TO DISCUSS CONSERVATION AND CONTESTED MONUMENTS. FELLOWS SELECTED THEIR RESEARCH TOPICS AND BEGAN GATHERING AND READING SOURCES IN THE FALL.21. TABLED AT SANTA FE COMMUNITY COLLEGE TO INFORM STUDENTS AND STAFF ABOUT THE FOUNDATIONS PROGRAM OFFERINGS AND EDUCATIONAL OPPORTUNITIES.22. FOUNDATION STAFF SPOKE AT RENESAN INSTITUTE FOR LIFELONG LEARNING, 1200 OLD PECOS TRAIL, ON THE FOUNDATION AND EARTHEN ARCHITECTURE.23. THE EDWIN BROOKS HOUSE, 553 CANYON ROAD, WAS DONATED TO THE FOUNDATION. THE BUILDING BEGAN TO FUNCTION AS THE EUGENE AND CLARE THAW EDUCATION AND RESEARCH CENTER. STAFF BEGAN TO RELOCATE FILES TO BUILDING TO TURN IT INTO THE FOUNDATIONS STOREHOUSE FOR RECORDS, BOOKS, AND PAINTINGS. TWO TALKS, ONE HIGH SCHOOL FELLOWSHIP SESSION, AND ONE FUNDRAISER WERE HELD THERE.24. FOUNDATION STAFF GAVE A CLASS OF ARCHITECTURE STUDENTS FROM CAL POLY SAN LUIS OBISPO A TOUR OF EL ZAGUN, THE EDWIN BROOKS HOUSE, AND THE OLIVE RUSH STUDIO ON CANYON ROAD. 25. ORGANIZED A FILM FESTIVAL OF HISTORIC FOOTAGE OF NEW MEXICO AT THE VIOLET CROWN, IN PARTNERSHIP WITH THE OLD SANTA FE ASSOCIATION. HAND-PICKED THE FILMS AT THE NEW MEXICO STATE RECORDS CENTER AND ARCHIVES. A PORTION OF THE FUNDS RAISED FROM THE FESTIVAL WERE DONATED TO THE STATE RECORDS CENTER AND ARCHIVES TO DIGITIZE A HISTORIC FILM. 8000 PRESERVATION TRADES INTERNSHIPTHE 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 GIULIA CAPORUSCIO PERFORMED 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 REPAIR ALL THEIR HORNOS AND PLASTER WALLS AROUND THE SHEEP AND GOAT PENS. ADDITIONAL PROJECTS INVOLVED REPLASTERING THE FRONT AND AREA 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. 254248 true true false false false false true true false false true false false false true true true false false false false false false false true false false false false false false false false false false false false false true false false false false false false false false true 24 0 true 6 true false false false false false false false 0 false false false false false false false X 8 8 false false false false false false false true true false false true true true true true true true true false NM X Monica Stapleton 5054331350 3900 Osuna Rd NE Ste 260 Albuquerque NM 87109 Pete Warzel Executive Dir. 40.00 0.00 X 87875 0 5025 Anne McDonald Culp Chair 2.00 0.00 X X 0 0 0 Tony Sawtell Secretary 1.00 0.00 X X 0 0 0 Harlan Flint Treasurer 2.00 0.00 X X 0 0 0 Graciela Tom Director 2.00 0.00 X X 0 0 0 Larry Good Director 2.00 0.00 X 0 0 0 RA Patterson Director 1.00 0.00 X 0 0 0 Greg Walke Member at Large 1.00 0.00 X 0 0 0 Tim Maxwell Director 2.00 0.00 X 0 0 0 Nicholas Wirth Director 1.00 0.00 X 0 0 0 Ken Stilwell Vice Chair 4.00 0.00 X 0 0 0 87875 5025 0 false false false 0 10420 1802386 1400000 1812806 Rental Income 531110 48220 48220 48220 667 667 0 0 0 0 40082 3729 36353 36353 0 14683 12156 2527 2527 0 1900573 48887 38880 0 0 0 0 92900 46450 23225 23225 0 165094 97911 44986 22197 3964 2059 1426 479 8847 4556 2954 1337 19866 10166 6278 3422 0 1127 1127 31246 31246 0 0 32425 32425 32910 4239 10487 18184 2588 2588 7194 2110 5084 14670 14610 60 0 29373 25153 4220 6783 751 3154 2878 0 31 31 0 0 12588 11449 1139 882 882 Maintenance 33161 33161 Supplies 17238 17178 60 Printing and Publications 7114 186 6928 Taxes and Licenses 4632 75 1367 3190 4857 1100 2632 1125 529490 254248 184485 90757 X 3480 22395 331383 194118 12674 0 0 0 0 4350 4350 8057 12687 2300090 153914 267991 2146176 3627092 3781133 0 0 0 32657 33826 4275010 6207359 32392 36813 4275 4275 36667 41088 X 3948173 6025858 290170 140413 4238343 6166271 4275010 6207359 1371083 556845 X false true X true false X 87491 101982 249152 363998 1812806 2615429 102978 64501 62505 63445 48220 341649 0 0 0 190469 166483 311657 427443 1861026 2957078 0 0 2957078 53795 21911 15944 31009 667 123326 0 53795 21911 15944 31009 667 123326 19041 6964 12072 42893 38880 119850 0 263305 195358 339673 501345 1900573 3200254 0.92400 0.86460 0.03850 0.08000 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED X X 14 8 14 6 1 true true 19615 X false 80326 80326 1473997 79272 1394725 492825 45249 447576 32474 29393 3081 220468 220468 2146176 Tenant Deposits Payable 4275 4275 X 2450409 556845 13260 -20269 549836 1900573 1900573 522481 13260 12156 25416 497065 32425 32425 529490 Part II, Line 9: Organization Reporting of conservation easements. Historic Santa Fe Foundation does not have any value of the conservative easements reported on our financial statements. Expenses related to monitoring the easements are reported as program expenses in the financial statements. Part III, Line 4: Description of organization's collections and how it furthers its purpose. The collection consists of paintings, sketches, and photographs. The various pieces in the collection are archival from: 1) the 1920s and 30s when Dorothy Stewart, artist, was active at El Zagun or, 2) have been given to the Foundation by resident artists or artists showing in Foundation exhibitions over the years. The collection reflects the cultural history of the Santa Fe area in subject or importance of the artist. Part X : FIN48 Footnote The Foundation is tax-exempt under Code Section 501(c)(3) of the Internal Revenue Code. In addition, the Foundation qualifies for charitable contribution deductions under IRC Section 170(b)(1)(A) and has been classified as an organization that is not a private foundation under IRC Section 509(a)(2). The Foundation is also exempt from New Mexico state income tax under 1978 New Mexico statutes Chapter 7, Section 2-4(B). The Foundation has adopted accounting principles generally accepted in the United States of America as they related to uncertain tax positions for the year ended December 31, 2023 and has evaluated its tax positions taken for all open tax years. The Foundation is not currently under audit. Management believes that the activities of the Organization are within their tax-exempt purpose, and that there are no uncertain tax positions. Part XII, Line 2d: Other expenses and losses per audited F/S Artist commission netted against revenue $12156 Part XII, Line 4b: Other revenue amounts included on 990 but not included in F/S Investment fees netted against revenue $32425 false Art Exhibit 40082 40082 1884 1845 40082 40082 1884 1845 3729 36353 X 1 1400000 FMV - Appraisal false true false Form 990, Part VI, Section B, Line 11b A draft is reviewed initially by the Executive Director, and then by the Finance Committee of the Board. Once approved, it is then distributed to the Board of Directors for review prior to a Board meeting, at which time the Treasurer responds to any questions or comments. Form 990, Part VI, Section B, Line 12c BOARD MEMBERS RECEIVE "CONFLICT OF INTEREST ACKNOWLEDGEMENT AND BY SIGNING ACKNOWLEDGEMENT AFFIRM THE FOLLOWING:* UNDERSTANDING OF THE IMPORTANCE OF SUCH POLICY* RECEIPT OF A COPY OF THE FOUNDATIONS CONFLICT OF INTEREST POLICY* HAVING READ THE POLICY* AGREE TO COMPLY WITH THE POLICY* AGREE THAT THEY DO NOT HAVE A FINANCIAL INTEREST, AS DEFINED IN THEPOLICY, WITH THE FOUNDATION* WILL AMEND THIS ACKNOWLEGEMENT, DURING THE YEAR IF THEIR SITUATION CHANGES Form 990, Part VI, Section B, Line 15a THE FINANCE COMMITTEE OF THE BOARD OF DIRECTORS, COMPOSED OF THE TREASURER AND AT LEAST ONE ADDITIONAL BOARD MEMBER, ALL OF WHOM ARE UNRELATED TO THE EXECUTIVE DIRECTOR,REVIEWS AND APPROVES COMPENSATION AND OTHER TERMS OF EMPLOYMENT FOR THE EXECUTIVE DIRECTOR. IN CONSIDERING APPROPRIATE COMPENSATION FOR THE EXECUTIVE DIRECTOR, THE FINANCE COMMITTEE REVIEWS SALARY DATA FOR COMPARABLE POSITIONS AT SIMILARLY SIZED NOT-FOR PROFIT ENTITIES IN SANTA FE. THE EXECUTIVE COMMITTEE OF THE BOARD OF DIRECTORS ALSO CONDUCTS AN ANNUAL REVIEW OF THE PERFORMANCE OF THE EXECUTIVE DIRECTOR. THE RESULTS OF THE FINANCE COMMITTEES COMPENSATION CONSIDERATIONS OF THE EXECUTIVE DIRECTOR ARE DISCUSSED AT A BOARD MEETING WHEN CONSIDERING THE NEXT YEARS FISCAL BUDGET. Form 990, Part VI, Section B, Line 15b THE EXECUTIVE DIRECTOR IS THE ONLY OFFICER/KEY EMPLOYEE THAT IS COMPENSATED. Form 990, Part VI, Section C, Line 19 CONFLICT OF INTEREST POLICIES AND FINANCIAL STATEMENTS ARE AVAILABLE UPON REQUEST.