Financials

You can review the Santa Fe Community Foundation's financial information through the following links, or by contacting Kevin Sokol-White at (505) 988-9715 x 7021.

SFCF's IRS 501(c)(3) Determination Letter

Please click here to see this document.

IRS Form 990

2020 IRS Form 990
2019 IRS Form 990

2018 IRS Form 990 
2017 IRS Form 990
201
6 IRS Form 990
2015 IRS Form 990
2014 IRS Form 990

2013 IRS Form 990

2012 IRS Form 990
2011 IRS Form 990

Audit Reports 

2019-2020 Audit
2018-2019 Audit
2017-2018 Audit
20
16-2017 Audit
2015-2016 Audit
2015-2014 Audit
2014-2013 Audit
2013-2012 Audit
2012-2011 Audit

Wire transfer instructions

Please contact Kevin Sokol-White at ksokolwhite@santafecf.org to receive instructions for you or your client to securely wire assets to the Santa Fe Community Foundation.

Finance Committee

Dolores F. Overton, Chair
William Finnoff, Member
Kenneth Romero*, Member
Patricia Rosenberg, Member
Fred Winter*, Member
Rick Herrman, Member
Rick Moore*, Member
Nancy Steedman*, Member

Staff:
Kevin Sokol-White
Charles Rountree

*Community Member

Investment Committee

Vince Smith, Chair
William Finnoff, Member
JJ Milder*, Member
Manuel Monasterio, Member
Lynn Hoffman*, Member
Bart Stucky*, Member

Staff:
Charles Rountree

* Community Member

Investment Policy

This document is available on request. Please contact Kevin Sokol-White at (505) 988-9715 x 7021.

Fees and Minimums

Upon request, you may receive a document outlining the Foundation's fees and minimums by contacting Gabriela Gomez at 505-988-9715 x 7006.

 

Your Contacts for Financials

Kevin Sokol-White
CPA - Vice President of Finance and Operations

(505) 988-9715 x 7021


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