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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

2018 IRS Form 990
2017 IRS Form 990
2016 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 

2017-2018 Audit
2016-2017 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

Richard Moore, Chair
William Finnoff
Kenneth Romero*
Tricia Rosenberg*
Fred Winter*

Staff:
Kevin Sokol-White
Charles Rountree

*Community Member

Investment Committee

Vince Smith, Chair
Suzanne Ortega Cisneros
William Finnoff
JJ Milder*
Manuel Monasterio
Richard Moore

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 Christa Coggins at 505-988-9715 x 7002.

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Related Resources:

• 2018 Annual Report
  
• 501(c)(3) Determination Letter
  
• Whistle Blower Policy
• Our Investment Policy 
• Guidestar