
2025 Stewardship Report

Shaping the future of care together
As we begin this new chapter, we do so with deep gratitude for you — our donors, partners, and community—whose generosity continues to shape the future of healthcare in our region. Because of your support, Tahoe Forest Health System is not only able to respond to today’s needs, but also to thoughtfully plan for what comes next.
In 2026, we are proud to advance our True North strategic priorities — an effort grounded in listening, learning, and aligning our future with what matters most to the communities we serve. Through this community engagement initiative, we are inviting residents, patients, second homeowners, partners, and staff to share their perspectives and help define what it means to be the center of health in our region.
The insights we gather will directly inform how we enhance the patient experience, expand access to care, strengthen services, and invest in innovation. Just as importantly, they will guide how philanthropic support can have the greatest impact — ensuring that every gift continues to advance exceptional, compassionate care close to home.
Last year, we reflected on the extraordinary difference your generosity has made across our health system. Today, we look ahead with purpose. As a not-for-profit health system, philanthropy remains essential to our ability to grow, adapt, and meet the evolving needs of our community. Together, we are shaping a future where high-quality, locally delivered care continues to thrive for generations to come.

Who is Tahoe Forest Health System?
The vision for the Tahoe Forest Health System is simple: to be the best rural healthcare organization in the nation. Our not-for-profit healthcare district serves over five counties. We are a designated UC Davis Rural Center for Excellence, recognized for our commitment to providing top quality care for our community members. We are also a proud affiliate of the UC Davis Comprehensive Cancer Center, a network that unites five hospital-based Cancer Centers dedicated to providing exceptional cancer treatment in rural settings. Our goal is to guarantee comprehensive healthcare for our region.

Tahoe Forest Health System reinvests
Despite operating at a higher than average cost-of-living index compared to the rest of California — which increases construction and labor costs — we are committed to reinvesting in the communities we serve by expanding medical office space, technology, and patient parking. In addition, TFHS is dedicated to expanding its medical staff. Today, we have 227 clinical providers serving our community. Meeting the needs of our growing population continues to be a key priority.
Tahoe Forest Health System was founded on the philosophy of philanthropy, when the Joseph Family donated the land upon which Tahoe Forest Hospital resides.

Your Tahoe Forest Health System Foundation
Who is Tahoe Forest Health System Foundation?
The Tahoe Forest Health System Foundation is the charitable arm of our organization, dedicated to channeling contributions from our community members into investments that support essential healthcare for all residents. The Foundation is committed to supporting renowned healthcare services with state-of-the-art equipment critical to comprehensive hospital operations, and ensuring that the public has continued access to high-quality care.
Expanding Philanthropic Support
The Tahoe Forest Health System Foundation Board of Directors and staff are dedicated to building lasting relationships with our current and prospective donors. Our mutual pledge to advance Tahoe Forest Health System’s commitment to the health and wellness of every person in our community takes precedence. There are many ways for donors to give, and they can do so in a way that aligns with their charitable giving goals.
The Impact of Your Gift
The Tahoe Forest Health System Foundation utilizes gifts from donors to enhance the patient care experience. By supporting the Foundation, our donors make a substantial impact in helping maintain the excellent level of patient care services. Charitable gifts allow our Hospital to remain a thriving and vital community resource. The Foundation’s important work guarantees that exceptional, local healthcare will always exist in the Tahoe Truckee community.
Your gifts at work
With help from our generous community of donors, the Tahoe Forest Health System Foundation was able to elevate patient care by purchasing and committing to fund the following lifesaving initiatives.
Highlights

The TFHS Foundation raised over $350,000 during the inaugural Best Of Fundraiser to support future access-to-care initiatives.

The TFHS Foundation has received $697,319 in private and public grant funding for the enhancement of Behavioral Health services, Cancer Center services, and the Patient Care Enhancement Program.

The TFHS Foundation received a $40,000 grant from the Martis Camp Foundation to support the Patient Care Enhancement Program, funding department needs under $5,000. In 2025, the program funded the purchase of 3 blanket warmers, 30 pelvic floor kits, a Cardiac Rehab treadmill, pediatrics vitals equipment, and updated care coordination field kits.

The TFHS Foundation has funded $202,671 in 2025 for Oncology Support Services for cancer-specific support programs such as general support groups, Exercise for Energy, massage therapy, acupuncture, and much more. All programs concentrate on a whole-person approach to healing and come at no cost to the patient.
Update: Community for Cancer Center Endowment
Formed in 2006 by nineteen dedicated community volunteers, the Cancer Advisory Council played a vital role in shaping local cancer care through fundraising, advocacy, and program development. Their efforts contributed to the establishment of the Community for Cancer Care Endowment (C4CC) in 2010 and the opening of the Gene Upshaw Memorial Tahoe Forest Cancer Center in 2012. Today, TFHS Foundation continues to steward this fund, ensuring ongoing support for patient and family programs, cutting-edge oncology equipment, and top-tier cancer care in our community.
The Community for Cancer Care Endowment (C4CC) is made up of three separate endowment funds: General, Patient and Family Cancer Care Program, and Sustainability. The general endowment includes programs to be determined over time that support cancer services within the Cancer Center. The Patient and Family Cancer Care Program is what we now know as the Oncology Support Services program, which focuses on a whole person approach to cancer care, addressing the social, psychological, emotional, and functional aspects of a patient and caregiver’s experience. Lastly, the Sustainability endowment supports oncology services to attract and retain cancer care clinicians and oncology equipment to support the Cancer Center.
The Community for Cancer Center Endowment was created in 2010 allowing funds to compound over the years, supporting long-term sustainability and reducing the need to draw on the principal. This success is a direct result of our commitment to managing and preserving the fund, guaranteeing that essential Oncology Support Services will continue to be provided at no cost to patients and their families.
As of the latest report from the Tahoe Truckee Community Foundation (TTCF) as of December 31, 2025, the endowment fund balances were:
- Tahoe Forest Cancer Care General Fund (TFCCGF) $1,066,743
- Tahoe Forest Cancer Care Patient & Family Fund (TFCCPF) $552,899
- Tahoe Forest Cancer Care Sustainability Fund (TFCCSF) $186,731
The current amount in the endowment funds therefore are $1,806,373.
Cancer Center updates
Today, our current linear accelerator (LINAC) is nearing the end of its life. The Foundation received a generous $500,000 matching gift from the Weakley Family Trust, established by longtime community supporters Ken and Lynne Weakley. Every donation will be matched dollar for dollar — doubling your impact to help replace this critical technology and ensure continued access to advanced cancer care.

Choose your area of impact
Area of Greatest Need
When you designate your gift to Area of Greatest Need, the Foundation Board of Directors will direct your donation towards the Hospital’s most significant need. In our undertaking to offer the best patient care experience possible, having access to comprehensive services and programs, as well as state-of-the-art technology and diagnostic equipment, is a vital necessity.
Emergency Department
The Tahoe Forest Health System Emergency Room is a full-service emergency department. Gifts to the Emergency Department directly support equipment and supply needs that assist with the functionality of the department. This crucial technology is more important than ever for our Level 3 Trauma Center.
Gene Upshaw Memorial Tahoe Forest Cancer Center
The Gene Upshaw Memorial Tahoe Forest Cancer Center offers unmatched cancer care, equipment, and technology on par with most urban health care systems. They provide medical evaluation, diagnosis, treatment, PET/CT scans, ultrasound, digital mammography, chemotherapy infusion, and pharmacy/lab services. Additionally, Oncology Support Services provide cancer patients, their families and caregivers with no-cost care that addresses their social, psychological, emotional, and functional needs throughout a patient’s therapeutic journey, enhancing their quality of life. Gifts to the Cancer Center support further enhancement of services and the advancement of specialized equipment, both of which have a profound impact on the lives of our patients.
Hospice
Tahoe Forest Hospice is a specialized program that offers skilled comfort care for patients who are facing the end of life. Our mission is to enhance the quality of life, help preserve personal dignity, provide effective pain and symptom management, and support patients and their families physically, emotionally, and spiritually. Gifts to Hospice support family and caregiver support resources and further enhancement of end-of-life care services.
Joseph Family Center for Women and Newborn Care
The Joseph Family Center for Women and Newborn Care offers comprehensive obstetrical and gynecological care with a family-centered focus and individualized support services. The Obstetrics department has earned national recognition, including the Women’s Choice Award for being one of the best hospitals for obstetrics, and is dedicated to supporting mothers through the Baby-Friendly certification by implementing the ten steps to successful breastfeeding. Renowned for its commitment to excellence, the center provides the highest quality care for mothers and their newborns. Gifts to the Joseph Family Center for Women and Newborn Care help enhance services and fund specialized equipment, ensuring exceptional care for growing families.

Giving Today
Gifts of cash
Gifts of cash, by check, or credit card are the most direct ways to give to TFHS Foundation. As a not-for-profit 501(c)(3) organization, your gift is tax deductible to the full extent allowed by law. Nonprofit Tax ID Number: 94-3047869
Gifts of securities
Donating appreciated securities is a simple gift that can offer a greater tax benefit than an equivalent in cash. Using appreciated securities entitles you to a charitable deduction for the fair market value of the donated asset, and you avoid paying the capital gains tax you would pay if you sold the appreciated securities.
Gifts from a retirement plan
If you are required to take a minimum distribution from a retirement account, a Qualified Charitable Distribution can be made from an IRA to the TFHS Foundation. This will allow you to lower your gross income and possibly reduce your income or estate tax by transferring the additional taxable income to TFHS Foundation.
Gifts from a donor advised fund
A Donor Advised Fund, or DAF, is like a charitable investment account. You are generally eligible to take an immediate tax deduction when you contribute assets from a DAF. You can recommend grants to TFHS Foundation from this type of tax-free investment fund.
Gifts from a matching gift program
Double your donation to TFHS Foundation. Many employers sponsor matching gift programs that will match charitable contributions made by their employees. The match ratio is often 1:1, so by taking advantage of such a program, you can effectively double the impact of your gift.
Giving Tomorrow
If you are interested in supporting the long-term vision of the Health System, you can make a plan to give a gift to TFHS Foundation in the future so that we can continue to provide life-saving services for all community members. There are numerous estate planning techniques available that can maximize your testamentary charitable gifting and mitigate tax exposure. Here are some examples:
Will or trust bequests
These gifts are made by including a provision in your will or trust document. TFHS Foundation receives your gift after your passing, at which time your estate can take the income and estate tax deductions This can even include donations of real property.
Charitable lead trust
A charitable lead trust would pay TFHS Foundation for a certain number of years, after which the trust principal will pass back to you, your family members, or other heirs. It can be an excellent estate planning vehicle if you own assets that you expect will substantially appreciate in value. It can help you keep an asset in the family while enjoying some tax benefits.
Charitable remainder trust
A charitable remainder trust is the mirror image of the charitable lead trust. Trust income is payable to you, your family members, or other heirs for a period of years, then the principal would come to TFHS Foundation. A charitable remainder trust can be beneficial because it provides you with a stream of current income.
Legacy Partner in Health Program
Leaving a legacy is one of the most impactful ways to shape the future of healthcare in our community. Through our TFHSF Legacy Partner in Health program, you have the opportunity to ensure that future generations continue to have access to exceptional medical care by including Tahoe Forest Health System Foundation in your estate plans. Whether through a bequest, charitable trust, or other planned giving options, your generosity will provide vital resources to sustain and enhance patient care, medical advancements, and innovative programs for years to come. Your legacy can make a difference in shaping the future of healthcare.
Donors who inform the Foundation of their intention to include the TFHS Foundation in their will or trust will be honored as a TFHSF Legacy Partner in Health member. We are grateful to recognize (based on donor preference) supporters for their intention to give while they are still living.
In partnership with Thompson & Associates, the TFHS Foundation is pleased to offer complimentary estate planning education and services for our donors. Thompson & Associates provides expert guidance on estate planning, charitable giving, tax-efficient strategies, and legacy planning, ensuring your wishes are fulfilled while benefiting the causes that matter most to you. A consultant will be available on-site monthly to conduct confidential meetings. If you are interested in utilizing these resources, please reach out to the Foundation.

When I met with Vince, I already had a trust in place, following a pattern of expectation….what I thought I should do. I came away with a whole new outlook on distribution, providing tax benefits for heirs along with consideration for non-profit giving. His program also gave me a beautiful Estate Planning Inventory to record where necessary documents and records are kept. The process included three meetings, and I can’t say enough for the education and outcome!

2025 Year in Review
In 2025 at Tahoe Forest Health System, there were:

Make a life-saving gift to the Tahoe Forest Health System Foundation today!
Tahoe Forest Health System Foundation Board of Directors
- Anna M. Roth, RN, MSN, MPH, TFHS CEO
- Alan Kern, Chair
- Alicia Barr
- Heather Boger
- Aaron Gladman, M.D.
- Lauren Lessard, Ph.D.
- Michael McGarry, Ex Officio Member
- Lynne Weakley

P.O. Box 2508, Truckee, CA 96160 | (530) 582-6277
Nonprofit Tax ID Number: 94-3047869



