2023-08-25T11:51:10-07:00 2022-12-31 860553260 Moen Accounting DBA Janice Moen CPA 26965 Road N Cortez CO 81321 990 2022-01-01 856011261 Historic Santa Fe Foundation Inc HIST 5059832567 545 Canyon Road Ste 2 Santa Fe NM 87501 Anne McDonald CULP Chair 2023-08-25 true Anne McDonald CULP 999009999 true Janice Moen CPA P01206712 5052502231 X 2 AAL1 IAL1 FAL1 2022 2023-04-26 12:10:37Z Anne McDonald Culp 545 Canyon Road Ste 2 Santa Fe NM 87501 2535884 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 9 145 0 249152 363998 62505 63445 15944 181009 12072 42893 339673 651345 0 0 253583 296465 0 94156 160879 200513 414462 496978 -74789 154367 4941397 4275010 75048 36667 4866349 4238343 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 104421 63445 PROTECTING HISTORIC PROPERTIES HISTORIC PRESERVATION (ARCHITECTURAL CONSERVATION)1. PERFORMED CONSERVATION WORK ON FOUNDATION OWNED PROPERTY, 545 CANYON ROAD, AND MADE ADOBE PLASTER REPAIRS, OVERSIGHT OF ACEQUIA REBUILD AND ONGOING MAINTENANCE AND REPAIRS, INSTALLATION OF BRICK ENTRYWAY TO MATCH EXISTING BRICKS IN THE ZAGUN, MAINTAINED APARTMENTS AND COMPLETED REPAIRS FOR TURNOVER OF TENANTS.2. CONTINUED IMPLEMENTATION OF EL ZAGUN MASTER PLAN IN PHASED AND BUDGETED STEPS, REVIVAL OF HISTORIC ACEQUIA INTO AN INTERPRETIVE WATER FEATURE WAS COMPLETED. 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. NEW EASEMENTS WERE PLACED ON 1 PROPERTY (Tudesqui West, 129 East DeVargas, Santa Fe) 95876 RESEARCH AND EDUCATION1. THE MEMBER LECTURE SERIES CONTINUED AND CONSISTED OF A MIXTURE OF ONLINE, HYBRID, AND IN-PERSON EVENTS. SALONS INCLUDED ALLEN STEELE ON THE INN AT THE END OF THE TRAIL, GARY FOGEL ON PARK VAN TASSEL AND BALLOONING IN THE WEST, SCOTT ANDREWS ON HIS FILM PROJECT THE WISDOM ARCHIVES WHICH DOCUMENTS TRADITIONAL NEW MEXICAN WAYS OF LIFE, MARK CROSS ON EDGAR LEE HEWETT AND WILL SHUSTER, BRUCE BERNSTEIN ON THE HISTORY OF INDIAN MARKET, RODERICK FRECHETTE ON THE HISTORY OF SPANISH MONEY IN NEW MEXICO.2. PRESENTED ALONG WITH THE CITY OF SANTA FE HISTORIC PRESERVATION DIVISION AND THE OLD SANTA FE ASSOCIATION THE HERITAGE PRESERVATION AWARDS IN MAY 2022 AT SAN MIGUEL CHAPEL. PRODUCED AN ADVERTISEMENT WITH LOCAL PAPER FOR THE AWARDS. 3. PRESENTED THE ARCHITECTURAL STEWARDSHIP AWARD IN 2022 TO GRANT AVENUE PARTNERS IN RECOGNITION OF THE GREAT CARE AND EFFORT, PLANNING, DESIGN AND EXECUTION OF THE RENOVATION AND REMODEL OF THE HISTORIC OLIVER P. HOVEY HOUSE.4. HELD MONTHLY ART EXHIBITIONS AT THE GALLERY AND ONLINE, FOR EL ZAGUN RESIDENTARTISTS AND INVITED OUTSIDE ARTISTS. EXHIBITIONS INCLUDED KUZANA OGG, AFRICAN AMERICAN MODERN ART CURATED BY GALLERIST AARON PAYNE, JULIA TAIT DICKENSON, THE SANTA FE BOOK ARTS GROUP, PHOTOGRAPHS BY SIMONE FRANCES FROM THE 5TH EDITION OF OLD SANTA FE TODAY, AND A JOINT EXHIBITION OF MARY OLSON AND WENDY FAY. AARON PAYNE, SALLY BLAKEMORE OF THE SANTA FE BOOK ARTS GROUP, JUDITH H. LANIUS, AND SCOTT W. PARKER GAVE LECTURES ON THE PRESENTATIONS. 5. SELECTED OLIVER HORN AND ROBYNNE MELLOR OF SUNMOUNT CONSULTING TO WRITE TWO NEW PROPERTY NOMINATIONS FOR NATIONAL REGISTERED-LISTED PROPERTIES ON PALACE AVENUE, SANTA FE. 6. APPROVED AND ADDED THE LISTING OF THE DOROTHY MCKIBBIN HOUSE AND LOS PINOS GUEST RANCH TO THE HSFF REGISTER OF PROPERTIES.7. HELD A FUNDRAISER WITH NICOLASA CHAVEZ ON VILLANCICOS IN-PERSON AT SAN MIGUEL CHAPEL IN DECEMBER 2022.8. 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 NEW MEXICO.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 ON TWO SEPARATE NIGHTS WITH GUESTS FROM THE SANTA FE EXTENSION MASTER GARDENERS AND PRESENTATION FROM ACEQUIA DE MURALLA MAYORDOMO B.C. RIMBEAUX AND DEMONSTRATION OF THE ACEQUIA EXHIBIT.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. NEWSLETTERS AND EZINES FROM THE PAST FIVE YEARS ARE AVAILABLE IN FULL ON THE WEBSITE. 12. EXPANDED THE YOUTUBE PAGE WITH SEVERAL SALON RECORDINGS AND HISTORY OF EL ZAGUN.13. COMPLETED THE 5TH EDITION OF OLD SANTA FE TODAY AND HELD THREE PRIVATE AND ONE PUBLIC BOOK LAUNCH. CONTINUED TO DEVELOP THE RELATED MOBILE APPLICATION AND MAP.14. LAUNCHED WALKING AND SHUTTLE BUS TOURS INCLUDING TWO TOURS LED BY HISTORIAN DR. OLIVER HORN ON SANTA FES BARRIO DE ANALCO AND SOUTH CAPITOL NEIGHBORHOODS, ONE LED BY ARCHAEOLOGIST DR. ALYSIA ABBOTT ON THE UNMARKED AND HIDDEN CEMETERIES OF SANTA FE, AND A SHUTTLE BUS TOUR OF ROUTE 66 EAST OF SANTA FE TO ROMEROVILLE WAS GUIDED BY FOLK-HISTORIAN AND ROUTE 66 RESEARCHER WILLIE LAMBERT.15. PARTNERED WITH NUEVO MEXICO PROFUNDO FOR A TOUR OF CHURCHES ON THE MESCALERO APACHE RESERVATION.16. PARTNERED WITH ARTWALK SANTA FE TO HOST AN EVENT FEATURING THE WORK OF LOCAL ARTISTS AND FOOD TRUCKS ON THE EL ZAGUN COMPOUND.17. HOSTED FOUR FUNDRAISING EVENTS FOR OUR STEWARDS DONOR GROUP AT THE BISHOP JONES HOUSE, BETTY STEWART HOUSE, DOROTHY MCKIBBIN HOUSE, AND DONACIANO VIGIL HOUSE.18. PARTNERED WITH THE SANTA FE EXTENSION MASTER GARDENERS FOR TOURS AND WORKSHOPS IN THE EL ZAGUN GARDEN.19. RECRUITED AND ENLISTED EIGHT NEW VOLUNTEERS FOR THE FRONT DESK AND TO ASSIST WITH OTHER STAFF TASKS.20. CREATED AND HIRED FOR THE NEW POSITION OF EDUCATION AND COMMUNICATIONS COORDINATOR TO FURTHER YOUTH EDUCATION, PUBLIC PROGRAMS, AND OUTREACH.21. WORKED WITH THE YOUTH CONSERVATION CORPS AT THE SANTA FE CHILDRENS MUSEUM. TAUGHT THEM HOW TO MAKE ADOBE BRICKS AND PERFORM MUD PLASTER WORK.22. HOSTED AN ADOBE BRICK MAKING DAY FOR BREAKTHROUGH SANTA FE AT SANTA FE PREP. TAUGHT 60 STUDENTS HOW TO MAKE ADOBE BRICKS.23. BEGAN THE PLANNING STAGES OF A HIGH SCHOOL RESEARCH FELLOWSHIP PROGRAM TO BE LAUNCHED IN THE FALL OF 2023. 24. TABLED AT ST. JOHNS COLLEGE TO EDUCATE STUDENTS ABOUT THE FOUNDATIONS PROGRAMS.25. HELD A PANSY STOCKTON SUNSHINE POP-UP AND ROB GIBSON TINTYPE POP-UP.26. FOUNDATION STAFF SPOKE AT THE SANTA FE COMMUNITY GALLERY ON THE FOUNDATION AND EARTHEN ARCHITECTURE.27. HOSTED SCHOLAR-IN-RESIDENCE CHRIS KEEGAN WHO UTILIZED THE STILWELL ROOM AT EL ZAGUN TO RESEARCH THE MULTI-LAYERED SOCIAL AND CULTURAL IDENTITIES WHICH HE ENCOUNTERED IN NEW MEXICO DURING HIS 2021 VISIT. HOSTED A FREE LECTURE TO THE PUBLIC ON HIS RESEARCH. 20032 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 SARAH HABIB 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, PLASTER THEIR GRANDMOTHERS HOUSE, AND BUILD OUT THE FIRST MUD LAYER ON THE MULTI-STORY WEST FACING WALL OF THE MILL. THE LATTER PROJECT REQUIRED WORKING WITH A BOOM LIFT. ADDITIONAL PROJECTS INVOLVED WORKING WITH OTHER INTERNS TO LIME PLASTER INTERIOR WALLS AT THE HISTORIC HOME OF RANDALL DAVEY AND REPLASTERING THE FRONT AND BACK AREAS OF EL ZAGUAN. 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.2. TWO SHORTER-LENGTH PRESERVATION TRADES INTERNSHIPS WERE ARRANGED IN THE SUMMER OF 2022 AND AN EARLY-CAREER PROFESSIONAL AND GRADUATE STUDENT WERE SELECTED FOR THE SPOTS. URBAN PLANNER JAMIE DEANGELO REPLASTERED THE EXTERIOR WALL AT EL ZAGUN AFTER BEING GIVEN THE BASICS OF THE RECIPE, THE TOOLS, AND BASIC LESSONS IN APPLICATION. THEN WORKED AT THE RANDALL DAVEY HOUSE AND WHERE SHE RESTORED AN INTERIOR CONCRETE AND ADOBE WALL THAT WAS FAILING. SHE RESTORED A 6 BY 4 AREA AND APPLIED A FRESH COAT OF LIME WASH. GRADUATE STUDENT MATT KELLYS INTERNSHIP CONSISTED OF 6 WEEKS PRIMARILY ON-SITE AT EL ZAGUN. HE REPLASTERED THE NORTH WALL OF SUITE 2 OF EL ZAGUN. THEN HE PAINTED A WALL AT THE RANDALL DAVEY HOUSE WITH A COUPLE MORE COATS OF LIMEWASH. MATT KELLY ASSISTED US WITH A PROGRAM FOR THE YOUTH CONSERVATION CORP AND TAUGHT THE STUDENTS HOW TO MAKE ADOBE BRICKS AND MUD PLASTER. 220329 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 false false false false false false false false false true 25 0 true 9 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 90884 0 2456 Anne McDonald Culp Chair 2.00 0.00 X X 0 0 0 Tony Sawtell Vice Chair 1.00 0.00 X X 0 0 0 Harlan Flint Treasurer 2.00 0.00 X X 0 0 0 Graciela Tom Secretary 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 Nancy Owen Lewis Director 1.00 0.00 X 0 0 0 Greg Walke Director 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 Director 4.00 0.00 X 0 0 0 90884 2456 0 false false false 0 22612 123593 217793 1500 363998 Rental Income 531110 63445 63445 63445 31009 31009 0 0 0 2000000 1850000 150000 150000 150000 42033 21429 20604 20604 0 28162 13110 15052 15052 Miscellaneous Income 7237 7237 7237 651345 70682 216665 0 0 0 0 92276 38782 29650 23844 0 169241 105592 31446 32203 3676 1999 1030 647 0 31272 16661 8764 5847 0 22584 815 16027 5742 19413 19413 0 0 33851 33851 0 559 559 10815 5437 4319 1059 6969 4909 2060 0 34536 27866 6670 5281 2170 3111 0 1209 1209 0 0 3777 2638 1139 807 807 Supplies 18067 11092 4598 2377 Printing and Publications 16422 50 2163 14209 Inkind 13924 13924 Taxes and Licenses 5323 1613 1863 1847 6976 4405 1920 651 496978 220329 182493 94156 X 55739 3480 28535 331383 0 0 0 0 0 4350 4350 6920 8057 409316 141325 2140185 267991 2670320 3627092 0 0 0 35348 32657 4941397 4275010 20654 32392 54394 4275 75048 36667 X 4707324 3948173 159025 290170 4866349 4238343 4941397 4275010 154367 -783271 898 X false true X true false X 96207 87491 101982 249152 363998 898830 138520 102978 64501 62505 63445 431949 0 0 0 234727 190469 166483 311657 427443 1330779 0 0 1330779 479 53795 21911 15944 31009 123138 0 479 53795 21911 15944 31009 123138 3273 19041 6964 12072 42893 84243 981 981 239460 263305 195358 339673 501345 1539141 0.86460 0.35630 0.08000 0.02170 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED X X 14 8 14 6 1 true true 19615 X false 80326 80326 70500 70500 53740 42572 11168 32474 28253 4221 172276 172276 267991 Tenant Deposits Payable 4275 4275 X -125216 -783271 12424 28137 -742710 617494 33851 33851 651345 503688 12424 28137 40561 463127 33851 33851 496978 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, 2022 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 XI, Line 2d: Other revenue amounts included in F/S but not included on form 990 Event expenses netted against revenue $15027 Artist commission netted against revenue $13110 Part XII, Line 2d: Other expenses and losses per audited F/S Event expenses netted agains revenue $15027 Artist commission netted against revenue $13110 false Art Exhibit 42033 42033 3432 17997 42033 42033 3432 17997 21429 20604 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 ACKNOWLEDGEMENTX 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.