2021 Annual Report

Page 1

2021 Annual Report | Celebrating 40 years


our team

Board of Directors Beth Beloff, Board Chair William Finnoff, Vice-Chair Deborah Holloway, Vice-Chair Dolores Overton, Treasurer Marcos Zubia, Secretary Ana Marie Argilagos Stuart Ashman Letitia Chambers Susan M. Coliton Bud Hamilton Elizabeth Heller Allen Rick Herrman Patricia Marcus-Curtis Diane Martinez Manuel Monasterio Dolly Naranjo Neikrug Leslie Nathanson Juris Helena Ribe Patricia Rosenberg Dolores E. Roybal A. Dion Silva Nancy Steedman Justin Talbot Zorn

Staff Diane Addis Sarah Amador-Guzmán Candy Carlson Yolanda Cruz Christopher Goett Gabriela Gómez Diane Hamamoto Lily Horwath Ona Johnson Adam Latham Stacy Lytle Annmarie McLaughlin Charles Rountree Kevin Sokol-White Deborah Tang Phyllis Tonika Jennipher Trujillo

from our President & CEO and Board Chair letter

Dear Friends, On October 15th, 2021, the Santa Fe Community Foundation turned 40. We used this occasion to not only celebrate our accomplishments over the past four decades, but to look forward and chart the Foundation’s future as a steward of positive change in northern New Mexico. We commemorated our anniversary by putting the lessons learned in 2020 — a year marked by a global pandemic, civil unrest, and much uncertainty — to action. We launched a 40th Anniversary Community Resiliency Fund and made an inaugural round of grants to support New Mexico’s capacity to recover from emergency events, dismantle systems of oppression, and protect our land for future generations. We also began work on a new strategic framework that places the values of equity, perseverance, listening, and generosity as our guiding light. We think you will see these values come to life throughout this report — from the donors whose generosity makes our work possible, to the grantees that nimbly tackle local needs and inequities, to our team that cultivates meaningful relationships, manages hundreds of funds, and hosts dozens of learning opportunities. As you look back at our remarkable 40th anniversary year, many of you will recall that it came as a prelude to a new set of challenges brought on by the largest wildfire in New Mexico’s history. We are incredibly grateful that 2021 allowed us to lay the groundwork to listen deeply, collaborate earnestly, and respond swiftly to provide emergency relief and assist in longterm recovery. Thank you for joining us in building a more vibrant, healthy, and resilient region. Here’s to the next 40 years and beyond!

Christopher Goett, Beth Beloff, President & CEO Board Chair


h i g h l i g h ts

from our first 40 years

The Santa Fe Community Foundation took root in 1981 with modest beginnings, operating out of City Hall and making grants of just $50 to ease poverty, advance education, and expand the arts. Today, we’re proud to be the largest nonprofit funder in New Mexico. Over the past 40 years, we have accomplished:

$125+

million given in grants

3,000+ organizations supported

550+

charitable funds housed

Providing direct support to teachers, students, and classrooms through Partners in Education, the Beyond Bullying Initiative, and Dollars4Schools;

Building the Native American Advised Fund to empower Native and Indigenous women, spur economic development, and revitalize traditional life ways;

Becoming the fiscal home for the Santa Fe New Mexican’s Empty Stocking Fund, which has provided over $5 million in support to 5,000+ individuals over the past three decades;

Responding to urgent and emerging needs by mobilizing our staff, network of partners, and remarkable donors to raise record-breaking amounts for local relief efforts — most recently through the Fund for the Flood (2018), Fund for Refugees (2019), and the COVID-19 Response Fund (2020);

Celebrating $1 million in grantmaking through our Envision Fund — the largest charitable effort for LGBTQ+ people statewide;

Launching our 40th Anniversary Community Resiliency Fund and making first-round grants, totaling $185,000, to support New Mexico’s capacity to recover from emergency events, dismantle systems of oppression, and protect our land for future generations.


2021 by the numbers

Donor-advised: $6,443,470 Total Grantmaking Dollars: $11.2M

Emergency/Restricted Funds/Scholarships/ Fiscal Sponsorships/Giving Circles: $3,624,601 Community grants: $878,954 Designated grants: $277,377

$11.2M granted

$119M in assets

In 2021, we awarded a total of $11.2 million to commuity organizations, including $185,000 through our 40th Anniversary Community Resiliency Fund.

We ended the year with over $119 million in assets under management, up 11% from the previous year, enabling us to support local communities for years to come.

2,600+ donors

10% reinvested

This year, we saw an outpouring of support from our generous community of donors. 2,629 individuals, families, and corporations made 4,127 gifts totaling $15.9 million.

Private foundations in the United States are required to spend 5% of their assets annually. In 2021, we reinvested nearly 10% of our total assets back into the community.

1,800+ participants

16 new funds

1,812 people participated in 49 learning opportunities at the Philanthropy Hub, our community learning center.

We proudly support dedicated fundholders from all backgrounds in their grantmaking. In 2021, we acquired 16 new funds, increasing our total funds under management to 500+.


donor

highlights

The generosity of our donors is what makes our work possible. Since 1981, we have been fortunate to partner with thousands of individuals, families, and businesses to invest more than $125 million into causes that drive positive change in northern New Mexico and beyond.

Jhane Myers, Advisory Committee Chair, Native American Advised Fund

My biggest take away is not how we have helped the community, but how the community has helped us.” — jhane myers

Since 1993, the Native American Advised Fund has worked to enhance Native lifeways now and for future generations. “As a community, [Indigenous people] have always been historically underserved, but this fund gives us hope that we can help change that for some,” says Jhane Myers, Advisory Committee Chair and Comanche Blackfeet. Under her leadership and with the guidance of an all-Indigenous advisory committee, the Native American Advised Fund has grown to over $500,000. In 2021, the fund awarded $82,500 to nine Indigenous-led and serving organizations in support of COVID-19 relief. Jhane notes, “There are so many challenges, and the pandemic only served to deepen the issues that were already prevalent across Native populations — such as food insecurity, access to mental health resources, and so much more.”

Rod Boren, Fundholder, Rod Boren Family Fund

If I could wave a wand, I would want every town in New Mexico to have safe places and resources for LGBTQ+ youth to turn to.” — rod boren

Part of Rod Boren’s journey to making New Mexico his permanent home 15 years ago involved a deeply personal “coming out” story. After more than 50 years, a marriage, and raising two children, Rod came out as gay. He describes the experience as not only joyful but self-actualizing. It was during this process that Rod was introduced to the Envision Fund at the Santa Fe Community Foundation, the largest LGBTQ+ funder in New Mexico. Rod proudly served as its advisory committee chair for several years, where he witnessed the positive impact of the Fund on LGBTQ+ youth. “If I could wave a wand, I would want every town in New Mexico to have safe places and resources for LGBTQ+ youth to turn to,” he says. In alignment with his values, Rod also opened his own donor advised fund at the Foundation, where he stays connected with organizations that support LGBTQ+ youth, human services, and the arts. He hopes that the Rod Boren Family Fund will be a way to share the legacy of giving with his children and grandchildren.


grantee

highlights

Our 40 year history has allowed us to form close connections with local nonprofits and a deep understanding of our region’s most pressing needs. In 2021, we used our inaugural round of grants from our 40th Anniversary Community Resiliency Fund to respond to local needs inflamed by the pandemic.

Santa Fe Mutual Aid The Santa Fe Mutual Aid Network is a grassroots-led effort comprised of community volunteers working to ensure the basic survival needs of their friends and neighbors are met. Their membership of over 1,500 families living on the southside of Santa Fe continues to be among the hardest hit by public health threats like COVID-19 and systemic disinvestment. Funding from the Santa Fe Community Foundation has made it possible for the Santa Fe Mutual Aid Network, coordinated by Earth Care, to continue to disburse emergency funds weekly to the local community for rental assistance, utility bills, medical expenses, car repairs, and other vital needs in this critical time.

This funding has helped people stay in their homes, take care of their families, and continue to contribute to the life of our community.” —

bianca sopoci-belknap, santa fe mutual aid

New Mexico Economic Relief Working Group In 2021, one of our sister community foundations also turned 40. To honor our anniversaries and highlight our commitment to collaboration in philanthropy, the Santa Fe Community Foundation and Albuquerque Community Foundation made a joint grant of $40,000 to the New Mexico Economic Relief Working Group, a coalition of five immigrant-advocacy organizations, to support inclusive COVID-19 recovey across the state. “In providing this award to our coalition, SFCF and ACF are recognizing the contributions of essential immigrant workers and the unfair exclusions embedded in our safety net systems.” — marcela díaz, somos un pueblo unido


p h i l a n t h ro py h u b

highlights

Our Philanthropy Hub is a learning and gathering place for our region’s philanthropic sector. We partner with local facilitators to support skill strengthening, peer connection, leadership development, and ecosystem building.

[This program] exposed me to a form of leadership that aligns with that I’ve been desiring… What has changed for me is seeing and experiencing leadership that is different from the dominant narrative.” — hanna negusie, alumna new mexico women of color nonprofit leadership initiative

New Mexico Women of Color Nonprofit Leadership Initiative In a region as diverse as northern New Mexico, women of color are under-represented in nonprofit executive leadership. We are working to change that. Developed with an advisory committee of current nonprofit leaders and led by Dr. Mi’Jan Celie Tho-Biaz, Ed.D., the Initiative is designed for established and emergent women of color looking to broaden their skills and create community, while deepening their leadership in a peer-based, supportive environment. The long-term goals of the Initiative are to build the leadership capacity and practical skills of participants and, ultimately, to see a sustainable increase in nonprofit executive leadership roles filled by women of color. In 2021, the New Mexico Women of Color Nonprofit Leadership Initiative added a cohort of 16 local women to the program, in addition to the 27 alumnae who continued to participate.

Board Training Series The Santa Fe Community Foundation and SCORE Santa Fe offer this monthly series for nonprofit board members, designed to help board service be more effective, enjoyable, and an opportunity for learning. Active board members gain the tools and support they need to make their organizations as effective as possible. In 2021, the Philanthropy Hub hosted 11 workshops through its Board Training Series. “I enrolled in the Board Member Workshop because I want to continue to hone my skills and learn from the experience of others with nonprofit board expertise.” — diane ramsey, board member of girls inc of santa fe

Photo: Hanna Neguise, Kira Luna, and Alexandria Taylor courtesy of Daniel Hyde


Our Mission The Santa Fe Community Foundation inspires philanthropic generosity, strengthens nonprofits, and fosters positive change to build a more vibrant, healthy, and resilient region.

Our Vision We envision a thriving northern New Mexico, where all people can find opportunity, build connections, and contribute to the well-being of their communities.

Our Values Equity | Perseverance | Listening | Generosity

SantaFeCF.org 505.988.9715 foundation@santafecf.org Physical Address: 501 Halona Street Santa Fe, NM 87505 Mailing Address: P.O. Box 1827 Santa Fe, NM 87504

Santa Fe Community Foundation is a tax-exempt public charity under Section 501(c)3 of the Internal Revenue Code. A member of the Council on Foundations.

Confirmed in compliance with National Standards for U.S. Community Foundations


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