Nonprofit · EIN 85-6011261
HISTORIC SANTA FE FOUNDATION INC
Tax-exempt · SANTA FE, NM 87501
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2025 | 990 | $542,537 | $716,779 | -$174,242 | $7,065,820 | $94,054 | $6,971,766 |
| December 31, 2024 | 990 | $314,938 | $610,508 | -$295,570 | $6,587,994 | $87,757 | $6,500,237 |
| December 31, 2023 | 990 | $1,900,573 | $529,490 | $1,371,083 | $6,207,359 | $41,088 | $6,166,271 |
Financial details: 990 for the year ended December 31, 2025
Revenue
- Contributions, gifts and grants
- $419,996
- of which government grants
- $14,000
- Membership dues
- $9,454
- Program service revenue
- $51,651
- Investment income
- $2,018
- Net income from fundraising events
- $56,392
- Net income from sales of inventory
- $11,998
- Other revenue
- $68,872
Expenses
- Grants and similar amounts paid
- $0
- Compensation of officers, directors and key employees
- $94,142
- Other salaries and wages
- $213,872
- Salaries, compensation and benefits (total)
- $378,117
- Professional fundraising fees
- $0
- Accounting fees
- $32,974
- Occupancy
- $46,697
- Travel
- $6,151
- Depreciation
- $56,994
- Program services (functional)
- $309,874
- Management and general (functional)
- $232,059
- Fundraising (functional)
- $174,846
Balance sheet and other
- Total assets, start of year
- $6,587,994
- Total assets, end of year
- $7,065,820
- Total liabilities, end of year
- $94,054
- Net assets, end of year
- $6,971,766
- Land, buildings and equipment
- $2,153,018
- Publicly traded securities
- $4,688,025
- Net assets without donor restrictions
- $6,842,686
- Net assets with donor restrictions
- $129,080
- Gross receipts
- $597,765
- Employees
- 7
- Volunteers
- 14
- Year formed
- 1961
- State of legal domicile
- NM
From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.
Officers, directors and key employees
As listed on the 990 for the year ended December 31, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| Melanie McWhorter | Executive Dir. Officer | 40 | $89,372 | $4,770 |
| Larry Good | Chair Trustee or director, Officer | 2 | $0 | $0 |
| Greg Walke | Vice Chair Trustee or director, Officer | 1 | $0 | $0 |
| Timothy Sweeney | Secretary Trustee or director, Officer | 2 | $0 | $0 |
| Michael Casey | Treasurer Trustee or director, Officer | 2 | $0 | $0 |
| Harlan Flint | Past Treasurer Trustee or director, Officer | 2 | $0 | $0 |
| Nicholas Wirth | Director Trustee or director | 2 | $0 | $0 |
| Lisa Nordstrum | Director Trustee or director | 2 | $0 | $0 |
| Becca Snyder | Director Trustee or director | 2 | $0 | $0 |
| James B Baker | Member-at-large Trustee or director | 1 | $0 | $0 |
990 for the year ended December 31, 2024: 9 people
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| Melanie McWhorter | Executive Dir. Officer | 40 | $76,648 | $2,828 |
| Larry Good | Chair Trustee or director, Officer | 2 | $0 | $0 |
| Anne McDonald CULP | Past Chair Trustee or director, Officer | 2 | $0 | $0 |
| Harlan Flint | Treasurer Trustee or director, Officer | 2 | $0 | $0 |
| Timothy Sweeney | Secretary Trustee or director, Officer | 2 | $0 | $0 |
| Tony Sawtell | Past Secretary Trustee or director, Officer | 1 | $0 | $0 |
| Greg Walke | Vice Chair Trustee or director, Officer | 1 | $0 | $0 |
| Nicholas Wirth | Member at Large Trustee or director | 2 | $0 | $0 |
| James B Baker | Director Trustee or director | 1 | $0 | $0 |
990 for the year ended December 31, 2023: 11 people
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| Pete Warzel | Executive Dir. Officer | 40 | $87,875 | $5,025 |
| Anne McDonald Culp | Chair Trustee or director, Officer | 2 | $0 | $0 |
| Tony Sawtell | Secretary Trustee or director, Officer | 1 | $0 | $0 |
| Harlan Flint | Treasurer Trustee or director, Officer | 2 | $0 | $0 |
| Graciela Tom | Director Trustee or director, Officer | 2 | $0 | $0 |
| Larry Good | Director Trustee or director | 2 | $0 | $0 |
| RA Patterson | Director Trustee or director | 1 | $0 | $0 |
| Greg Walke | Member at Large Trustee or director | 1 | $0 | $0 |
| Tim Maxwell | Director Trustee or director | 2 | $0 | $0 |
| Nicholas Wirth | Director Trustee or director | 1 | $0 | $0 |
| Ken Stilwell | Vice Chair Trustee or director | 4 | $0 | $0 |
Address and contacts
- Address (IRS master file)
- 545 CANYON RD APT 2, SANTA FE, NM 87501-2754
- Principal officer (990 for 2025)
- Larry Good, 545 Canyon Road Ste 2, Santa Fe, NM 87501
- Signed the 990
- Larry Good, Chair
- Phone
- (505) 983-2567
- Website
- www.HistoricSantaFe.org
- Return prepared by
- Janice Moen CPA
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.
Program accomplishments
- 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, restored historic wood screen door elements, reglazed historic window panes, and maintained plumbing and lighting fixtures. Repairs to historic brick paver bedding and rodent intrusion mitigation. Earthen plaster re-coating on areas of the main structures north face. 2. Performed conservation work at the Edwin Brooks House, 553 Canyon Road, including roof repairs and restoration of its William Penhallow Henderson-designed entrance gate. 3. Engaged with the Santa Fe Extension Master Gardeners for ongoing maintenance of the garden at El Zagun, 545 Canyon Road.4. Continued to refine the 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 $250,617 · revenue $50,309
- Research and Education1. The Member Lecture Series, Salon El Zagun offers monthly informational lectures to our membership base, as well as the general public. For these lectures, we bring in experts in their fields to discuss a variety of topics, related to Santa Fe, New Mexico, History and/or all of the above. This year we had Nicolasa Chavez on the history of chocolate; Julianne Burton-Carvajal on Josefa Bustos; Chuck Wolfe on Urban Observation in Santa Fe; Elizabeth Comer on the Roots of James L Johnson; Sylvia Rodriguez on Acequias and Acequia Culture in New Mexico; Mulham Alkharboutli on discoveries made during his Preservation Internship with HSFF; Lillian Makeda on the History of the Santa Fe Style of Interior design; Tours of La Fonda with a trained Docent; and a docent-led tour of the Gustave Baumann exhibit at the New Mexico Museum of Art.2. Presented, along with the City of Santa Fe Historic Preservation Division and the Old Santa Fe Association, the Heritage Preservation Awards in May 2025 at San Miguel Chapel, 401 Old Santa Fe Trail. Produced an advertisement with local paper for the awards. 3. Presented two Architectural Stewardship Awards in 2025. The first was to the Dorothy McKibbin House, in recognition of the owners model stewardship, maintaining the exterior and interior of the house, outbuildings, and landscape, conscientiously applying preservation practices, great care and effort, planning, design, and execution of the renovation and remodels of their house. The second was to the owners of the Plaza Chamisal compound for their significant preservation, restoration, and renovation of their homes over the past 25 years. 4. Held monthly art exhibitions for El Zagun resident artists and invited outside artists. Exhibitions included a joint exhibition with Carla Caletti, One Hundred Percent Exhibition (group show), Mary Olson, Wendy Fay, Julia Tait Dickenson, Esteban Ismael Duran, Robert King, Elizabeth Chiles, Rebecca Lee Kunz, Jacob Sisneros, Dominic Capello, Mulham Alkharbourli and Bette Yozell. The following artists gave talks: Carla Caletti, Dominic Capello, Bonnie Bishop, Mary Olson, Wendy Fay, Juia Tait Dickenson, Esteban Ishmael Duran, Elizabeth Chiles, Rebecca Lee Kunz, Jacob Sisneros, Mulhan Alkharbourtli and Bette Yozell.5. University of New Mexico graduate student Ryuichi Nakayama completed his work as the Foundations Mac Watson Fellow. He completed his research and writing and the Foundation approved his nomination for the Plaza Balentine Compound. Under the mentorship of Dr. Audra Bellmore, University of New Mexico professor and curator of the John Gaw Meem archives, Nakayama completed the research and wrote the nomination for the Plaza Balentine Compound.6. Approved and added the listings of the Plaza Balentine Compound and William Penhallow Henderson Studio to the HSFF Register of Properties Worthy of Preservation.7. Continued with the online blog with articles from staff and student writers for dissemination of activities and news of the foundation, including conference updates, tributes to former board directors who passed and their impact on the foundation, and students writings on their time at the Foundation and research they completed.8. Published two printed newsletters containing substantial articles, interviews, and preservation news.9. Held the annual meeting of Foundation members in the El Zagun garden in June with guests from the School for Advanced Research and presentation by Melanie McWhorter on the state of the Foundation and various people speaking in tribute to Nancy Owen Lewis.10. Maintained and updated website for the Foundation with events, event calendars, and information on all related properties owned, easements, and the Register of Properties Worthy of Preservation. 11. Expanded the YouTube page with several Salon recordings, gallery walkthroughs, and El Zagun related videos. Uploaded Salon Talks (5), Gallery Walk-throughs (9), Gallery talks (4), other El Zagun videos (4).12. Continued to develop the related mobile application for Old Santa Fe today, 5th edition, and released it to app stores and the public. 13. Held walking and shuttle bus tours including Modern Elder Academy, La Fonda Hotel, and Dar al Islam. This year, the first Preservation Symposium at the Santa Fe History Museum was launched, bringing in experts and locals to discuss preservation in Santa Fe. A year-end fundraiser and musical performance by Mariachi Sonidos del Monte was held at San Miguel chapel. 14. Hosted four fundraising events for our Stewards group at El Buen Hogar, The Eleanor Bedell House, Plaza Chamisal, and the Hunt House. 15. Partnered with the Santa Fe Extension Master Gardeners for tours and workshops in the El Zagun garden.16. Trained one volunteer to work at the front desk and assist with other staff tasks. Five front desk volunteers that were trained in previous years have continued. Four volunteers were trained to work in the archives. 17. Partnered with the Santa Fe Teen Center, 6600 Valentine Way, to teach students about architecture, history of architecture in New Mexico, and adobe. The class designed and built a bench out of adobe, modeled after a sphinx. 18. The High School Research Fellowship program continued in 2025. In Spring 2025, there was one student. She researched, designed, and presented on her informational panels for John Gaw Meems Architectural Offices which are now Santa Fe Preparatory Schools Arts building. Seven juniors and seniors from Mandela International Magnet School, Santa Fe Indian School, and Santa Fe preparatory school were selected to participate in the 2025-2026 session. They met monthly with various professionals to learn more about history, research, and writing history papers. Fellows started research on their interests and will continue in 2026. 19. The Edwin Brooks House, 553 Canyon Road, began to function as the Eugene and Clare Thaw Education and Research Center. Staff continued to relocate files to the building to turn it into the Foundations storehouse for records, books, and paintings. Three talks, three High School Research Fellowship sessions, and one fundraiser were held there. A photography show featuring Sharon Stewarts Timeless Waters: Acequia Culture in New Mexico was displayed and interpretated in this space. Regular open hours were held so the public could view the show. A fundraising dinner for the show was held here, and Acequias: The Legacy Lives On was screened. Designing and Preserving in Santa Fe: Towards an Authentic Architecture featuring designs by AIA Santa Fe members was hung in this space. 20. Docent tours were written and two volunteers hosted them. The tours tell the history of El Zagun and the Brooks House and introduce participants to preservation. 21. HSFF hosted a graduate student from Dominican University for an archive practicum. Two high school volunteers also assisted in the archives from Santa Fe Preparatory School.22. HSFF hosted a St. Johns Professional Pathways Intern for eight weeks during the summer. He assisted in archival tasks, mud plastering the front wall, painting a fence, keeping open hours at the Eugene and Clare Thaw Education and Research Center, and all salons and events. 23. Created and hired for the new position of Office Manager and Community Liaison.Expenses $55,680 · revenue $1,342
- Preservation Trades InternshipThe Faith and John Gaw Meem Preservation Trades Internship was implemented for an 8-week, 320-hour period. Faith and John Gaw Meem Preservation Trades Intern Mulham Alkharboutli conducted hands-on preservation work at El Zagun, 545 Canyon Road. Projects included restoration and replacement of rough timber door jambs and rebuilding of double wooden doors on lower adobe storage space. Additional projects involved replastering the front entrance wall and other areas of El Zagun, and repairs and repainting of wooden floors in resident artists apartments.Expenses $3,577
What it must file and when
IRS records say it files Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N. Its accounting year ends in December, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | December 31, 2025 | May 15, 2026 | 990 on file |
| 2024 | December 31, 2024 | May 15, 2025 | 990 on file |
| 2023 | December 31, 2023 | May 15, 2024 | 990 on file |
IRS record
- EIN
- 85-6011261
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Publicly supported organization (509(a)(2))
- Donations deductible (Pub 78)
- Public charity, 50% deduction limit
- Exempt since
- 1963
- Accounting year ends
- December
- Files
- Form 990 or 990-EZ
- Assets (IRS master file)
- $7,065,820
- Income (IRS master file)
- $597,765
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | December 2025 | $542,537 | $716,779 | $7,065,820 | IRS |
| 990 | December 2024 | $314,938 | $610,508 | $6,587,994 | XML |
| 990 | December 2023 | $1,900,573 | $529,490 | $6,207,359 | XML |
| 990 | December 2022 | $651,345 | $496,978 | $4,275,010 | IRS |
| 990 | December 2021 | – | – | – | IRS |
| 990 | December 2020 | – | – | – | IRS |
| 990 | December 2019 | – | – | – | IRS |
| 990 | December 2018 | – | – | – | IRS |
990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 85-6011261).
Questions about HISTORIC SANTA FE FOUNDATION INC
- What is the EIN of HISTORIC SANTA FE FOUNDATION INC?
- The employer identification number (EIN) of HISTORIC SANTA FE FOUNDATION INC is 85-6011261.
- Is HISTORIC SANTA FE FOUNDATION INC tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1963.
- Are donations to HISTORIC SANTA FE FOUNDATION INC tax-deductible?
- Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
- Which annual return does HISTORIC SANTA FE FOUNDATION INC file?
- Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N.
- When is the next return of HISTORIC SANTA FE FOUNDATION INC due?
- The return for tax year 2026 (the year ending December 31, 2026) is due May 17, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did HISTORIC SANTA FE FOUNDATION INC last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended December 2025.
- Who is the principal officer of HISTORIC SANTA FE FOUNDATION INC?
- The 990 for the year ended December 31, 2025 names Larry Good.
- Who are the officers and directors of HISTORIC SANTA FE FOUNDATION INC?
- The 990 for the year ended December 31, 2025 lists 10 people; 1 received compensation from the organization, the highest $89,372 (Melanie McWhorter, Executive Dir.).
- How much revenue does HISTORIC SANTA FE FOUNDATION INC have?
- On its 990 for the year ended December 31, 2025 it reported revenue of $542,537, expenses of $716,779 and total assets of $7,065,820 at year end.
Other nonprofits in SANTA FE
- ST VINCENT HOSPITAL EIN 85-0106941 · last filed 990 for 2025
- PRESBYTERIAN MEDICAL SERVICES EIN 85-0206810 · last filed 990 for 2025
- DEL NORTE CREDIT UNION EIN 85-0124035 · last filed 990 for 2024
- CREDIT UNIONS IN THE STATE OF NEW MEXICO EIN 85-6010733 · last filed 990 for 2024
- SOUTHWEST C A R E CENTER EIN 85-0397444 · last filed 990 for 2025
- HOMEWISE INC EIN 85-0346325 · last filed 990 for 2025
- SANTA FE INSTITUTE EIN 85-0325494 · last filed 990 for 2024
- THE SANTA FE OPERA EIN 85-0131810 · last filed 990 for 2025