2021-05-14T14:32:21-05:00 2020-06-30 946214841 ARMANINO LLP 12657 ALCOSTA BLVD STE 500 SAN RAMON CA 945834600 990 2019-07-01 680349777 COMMUNITY FOUNDATION OF THE NAPA VALLEY COMM 7072549565 3299 CLAREMONT WAY NO 4 NAPA CA 94558 TERENCE MULLIGAN PRESIDENT 7072549565 2021-05-11 1 KATY BROWN P00650274 9257902600 2021-05-11 2019 2022-09-23 18:48:47Z NAPA VALLEY COMMUNITY FOUNDATION TERENCE MULLIGAN 3299 CLAREMONT WAY NO 4 NAPA CA 94558 18807004 0 X WWW.NAPAVALLEYCF.ORG X 1994 CA TO MOBILIZE RESOURCES, PROMOTE PHILANTHROPY AND PROVIDE LEADERSHIP ON VITAL ISSUES IN NAPA COUNTY. 15 15 10 17 0 0 16897330 6090809 33270 29664 916939 756600 25000 0 17872539 6877073 7725358 6935507 0 0 987588 1086824 0 0 389186 586348 791430 9299294 8813761 8573245 -1936688 45074224 43367839 2478969 2644950 42595255 40722889 X TO MOBILIZE RESOURCES, PROMOTE PHILANTHROPY AND PROVIDE LEADERSHIP ON VITAL COMMUNITY ISSUES IN NAPA COUNTY. WE LOOK FOR CHARITABLE PROJECTS THAT MAKE A LASTING DIFFERENCE. WE COMMIT OUR RESOURCES TO THESE PROJECTS, AND INSPIRE OTHERS TO DO SO, AS WELL. WE BELIEVE THERE IS STRENGTH IN NUMBERS - THAT BY WORKING TOGETHER, WE CAN HELP MORE PEOPLE MORE QUICKLY THAN ANY ONE DONOR ACTING ALONE. WE MULTIPLY THE IMPACT OF INDIVIDUAL GIVERS, POOLING RESOURCES FOR THE COMMON GOOD IN OUR COMMUNITY IMPACT FUNDS. WE SERVE AS A CATALYST FOR POSITIVE CHANGE IN NAPA COUNTY. 0 0 8039215 6935507 29664 PROVIDED GRANTS TO MORE THAN 218 ORGANIZATIONS COVERING A VARIETY OF CHARITABLE PURPOSES INCLUDING YOUTH, HEALTH, FAMILY SERVICES, LEGAL IMMIGRATION SERVICES, FOOD, SHELTER, AND OTHER HUMANITARIAN EFFORTS, EDUCATION, RELIGION, THE ARTS AND DISASTER RELIEF AND RECOVERY. ENGAGED IN COMMUNITY LEADERSHIP ACTIVITIES, INCLUDING CONVENING STAKEHOLDERS, NONPROFIT AND LOCAL LEADERS ON IMPORTANT ISSUES FOR NAPA COUNTY. MANAGED A MULTI-YEAR CAMPAIGN TO CREATE NEW CITIZENS IN NAPA COUNTY CALLED THE ONE NAPA VALLEY INITIATIVE, WHICH IN THE SEVEN-YEAR PERIOD ENDING 6/30/20 PROVIDED LEGAL CONSULTATIONS AND ESL CLASSES TO MORE THAN 7,300 RESIDENTS; HELPED 4,240 SUBMIT APPLICATIONS FOR CITIZENSHIP AND OTHER IMMIGRATION BENEFITS TO THE U.S. GOVERNMENT; AND ENABLED 1,536 PEOPLE TO BECOME U.S. CITIZENS. LAUNCHED AN INITIATIVE CALLED THE NAPA SONOMA ADU CENTER, TO HELP CREATE MORE AFFORDABLE RENTAL UNITS FOR THE VALLEY'S WORKFORCE AND ACCELERATE ADOPTION OF ACCESSORY DWELLING UNITS (ADUS). THE NAPA SONOMA ADU CENTER OFFICIALLY OPENED IN APRIL 2020, AND AS OF THE FISCAL YEAR END AT 6/30/2020, THE CENTER HAD PROVIDED TOOLS TO HELP HOMEOWNERS BUILD ADUS (INFORMATIONAL WEBINARS, FEASIBILITY ASSESSMENTS, A WORKBOOK, WEBSITE, AND COST CALCULATOR) TO MORE THAN 200 NAPA AND SONOMA RESIDENTS. THE CENTER ALSO HAD BEGUN WORK WITH 16 JURISDICTIONS ACROSS THE TWO COUNTIES TO GUIDE AND ENCOURAGE LOCAL CITIES TO STREAMLINE ADU APPROVAL PROCESSES.THE NAPA VALLEY DISASTER RELIEF FUND (DISASTER RELIEF FUND) AND ITS RELATED FUND, THE COVID-19 RESPONSE FUND, WAS RE-ACTIVATED IN THE FISCAL YEAR ENDING JUNE 30, 2020, AS A RESULT OF THE NAPA COUNTY EMERGENCY DECLARATION OF MARCH 12, 2020 AND THE SHELTER-AT-HOME ORDER EFFECTIVE MARCH 20, 2020, RELATED TO THE COVID-19 PANDEMIC. AS A RESULT OF THIS DISASTER, GRANTMAKING TO QUALIFIED NONPROFITS TO PROVIDE RELIEF, RECOVERY AND DISASTER PREPAREDNESS PROGRAMS AND FINANCIAL ASSISTANCE TO ELIGIBLE PEOPLE WHO LIVE OR WORK IN NAPA COUNTY, WERE MADE DURING THE FISCAL YEAR ENDING JUNE 30, 2020. DURING THE FISCAL YEAR ENDING JUNE 30, 2020, THESE GRANTS PROVIDED IMMEDIATE RELIEF AND RECOVERY SERVICES TO MORE THAN 27,000 RESIDENTS, SUCH AS: PHYSICAL AND MENTAL HEALTHCARE; LEGAL AND FAIR HOUSING SERVICES; HOT MEALS AND GROCERIES; AND DOMESTIC VIOLENCE RESPONSE. GRANTS MADE DURING THE PERIOD ENDING JUNE 30, 2020, ALSO PROVIDED DIRECT FINANCIAL AID TO 1,080 FAMILIES WHO LOST JOBS OR WAGES BECAUSE OF THE PANDEMIC, OR WERE MANDATED TO QUARANTINE BUT COULDN'T AFFORD TO MISS WORK WITHOUT A FINANCIAL SAFETY NET FOR THEIR FAMILIES. GRANTS MADE ALSO INCLUDE PROVISION OF COVID-19 TESTING FOR VULNERABLE POPULATIONS, LIKE UNINSURED AND UNDERINSURED COMMUNITY MEMBERS, SENIORS AND THOSE LIVING IN REMOTE AREAS, AS WELL AS SUPPORT OF THE NAPA VALLEY COMMUNITY ORGANIZATIONS ACTIVE IN DISASTERS (COAD), A NETWORK OF NONPROFIT, FAITH COMMUNITY AND GOVERNMENT SECTOR GROUPS WHOSE MISSION IS TO IMPROVE COORDINATION AND COMMUNICATION BEFORE, DURING AND AFTER A DISASTER. 8039215 1 1 0 1 0 1 0 0 1 1 1 0 0 0 1 1 0 1 0 0 0 0 0 0 0 0 0 1 0 1 0 0 0 1 0 0 0 0 1 0 0 0 0 1 1 1 0 0 1 10 0 1 10 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 X 15 15 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 CA X SANDY FASOLD CFO 7072549565 3299 CLAREMONT WAY NO 4 NAPA CA 94558 LORAINE STUART CHAIR 1.00 X X 0 0 0 DAWNINE DYER CO-VICE CHAIR 1.00 X X 0 0 0 HEIDI HOLZHAUER CO-VICE CHAIR 1.00 X X 0 0 0 JAMIE WATSON TREASURER 1.00 X X 0 0 0 ELBA GONZALES-MARES SECRETARY 1.00 X X 0 0 0 MAIRA AYALA DIRECTOR 1.00 X 0 0 0 JENNIFER BYRAM DIRECTOR 1.00 X 0 0 0 LIZ CHRISTENSEN DIRECTOR 1.00 X 0 0 0 BOB FIDDAMAN DIRECTOR (AS OF 07/19) 1.00 X 0 0 0 ERIKA LUBENSKY DIRECTOR (AS OF 07/19) 1.00 X 0 0 0 ED MATOVCIK DIRECTOR 1.00 X 0 0 0 TOM MCBROOM DIRECTOR (AS OF 07/19) 1.00 X 0 0 0 MANBIN KHAIRA MONTEVERDI DIRECTOR (THRU 06/20) 1.00 X 0 0 0 ROBERT MURPHY DIRECTOR (AS OF 07/19) 1.00 X 0 0 0 BRAD NICHINSON MD DIRECTOR (THRU 06/20) 1.00 X 0 0 0 RICHARD PASTCAN MD DIRECTOR 1.00 X 0 0 0 DAVID WHITMER DIRECTOR 1.00 X 0 0 0 TERENCE MULLIGAN PRESIDENT 40.00 3.00 X 233757 0 25158 SANDY FASOLD CFO 40.00 1.00 X 114660 0 5987 JULIA DENATALE VP OF COMMUNITY IMPACT 40.00 X 121440 0 18404 SARAH LEHMAN STARTED 21119 VP OF DEVELOPMENT 40.00 X 104467 0 16311 574324 0 65860 4 0 1 0 0 6090809 562527 6090809 ADMINISTRATIVE FEES 525920 19664 19664 SUPPORT. ORG. MGMT FEE 900099 10000 10000 29664 809508 809508 11877023 11929931 -52908 -52908 -52908 6877073 29664 0 756600 6935507 6935507 381667 121239 177494 82934 560142 342308 81364 136470 14456 9313 1542 3601 64615 39851 9164 15600 65944 32735 17888 15321 64658 64658 35892 35892 95732 95732 102930 102930 36283 20552 8989 6742 151952 88132 36468 27352 2795 294 1809 692 49308 10799 7836 30673 508 295 122 91 2943 1707 706 530 GENERAL PROGRAM EXPENSE 159417 159417 MARKETING & COMMUNICATI 64441 64441 DUES & SUBSCRIPTIONS 18535 10750 4449 3336 STAFF TRAINING & RECRUI 6036 2996 1637 1403 8813761 8039215 385360 389186 588814 2769385 7217617 2766198 3011 3492 26664 19997 43611 40475 3644 3136 35596781 36081935 1570334 1485947 67359 237749 45074224 43367839 118432 82868 318212 334936 2042325 2058746 0 168400 2478969 2644950 X 13136745 13989233 29458510 26733656 42595255 40722889 45074224 43367839 -1936688 64322 0 X X 0 1 X 1 0 X 3665416 6189225 28794108 16897330 6090809 61636888 3665416 6189225 28794108 16897330 6090809 61636888 16255808 45381080 335023 334053 476508 817387 809508 2772479 64409367 187143 0.70460 0.62450 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 8813761 8813761 590688 147672 0 0 352288 947806 614965 590688 2505747 3758621 88072 236952 153741 147672 626437 939656 56 20 2978118 109220 2830588 266249 9554645 4526211 1 1 0 1 X 18014919 6680 161152 598185 17584566 6055830 11601513 724086 366510 18014919 5909462 440645 294277 6055830 5483250 80957 641461 296206 5909462 5597047 209560 -34671 288686 5483250 0.00000 0.93510 0.06490 0 0 43611 40475 3136 3136 PAYCHECK PROTECTION PROGRAM (PPP) LOAN 168400 168400 X PART IV, LINE 2B: AS OF JUNE 30, 2020, THE FOUNDATION MAINTAINED A TOTAL OF $2,058,746 FOR OTHER NONPROFIT ORGANIZATIONS IN WHICH THE ORGANIZATIONS TRANSFERRED ASSETS TO THE FOUNDATION AND NAMED THEMSELVES AS BENEFICIARIES. PART V, LINE 4: THE ANNUAL SPENDING POLICY IS INTENDED TO ENABLE THE NAPA VALLEY COMMUNITY FOUNDATION'S ENDOWMENT FUNDS TO PROVIDE PERMANENT SUPPORT TO A VARIETY OF EDUCATIONAL, ENVIRONMENTAL, SOCIAL, AND CULTURAL NEEDS THROUGHOUT NAPA COUNTY. PART X, LINE 2: THE FOUNDATION IS A TAX-EXEMPT FOUNDATION UNDER SECTION 501(C) (3) OF THE INTERNAL REVENUE CODE. THE FOUNDATION IS ALSO EXEMPT FROM STATE INCOME TAXES UNDER PROVISIONS OF THE CALIFORNIA REVENUE AND TAXATION CODE. ACCORDINGLY, THE CONSOLIDATED FINANCIAL STATEMENTS CONTAIN NO PROVISION FOR INCOME TAXES. THE FOUNDATION EVALUATES ITS TAX POSITIONS TAKEN OR EXPECTED TO BE TAKEN TO DETERMINE WHETHER THE TAX POSITIONS ARE "MORE-LIKELY-THAN-NOT" OF BEING SUSTAINED BY THE APPLICABLE TAX AUTHORITY. TAX POSITIONS NOT DEEMED TO MEET THE "MORE-LIKELY-THAN-NOT" THRESHOLD ARE RECORDED AS AN EXPENSE IN THE APPLICABLE YEAR. AS OF JUNE 30, 2020, THE FOUNDATION DOES NOT HAVE ANY SIGNIFICANT UNCERTAIN TAX POSITIONS FOR WHICH A RESERVE WOULD BE NECESSARY. 1 10000 DEGREES 1650 LOS GAMOS DRIVE STE 110 SAN RAFAEL CA 94903 953667812 501(C)(3) 35220 FOR THE COMMUNITY COLLEGE SUCCESS PROGRAM IN NAPA COUNTY THROUGH MAY 2021 ADVENTIST HEALTH INTERNATIONAL 11060 ANDERSON STREET LOMA LINDA CA 92350 330940020 501(C)(3) 25000 FOR SUPPORT OF THE ANESTHESIA MACHINE FOR WATERLOO HOSPITAL AG4 YOUTH UPVALLEY RANCHERS INC 1200 FOSTER ROAD NAPA CA 94558 364716996 501(C)(3) 10000 FOR GENERAL SUPPORT AIM HIGH FOR HIGH SCHOOL DBA AIM HIGH PO BOX 410715 SAN FRANCISCO CA 941410715 943296338 501(C)(3) 13000 TO SUPPORT THE NAPA AIM HIGH 2020 SUMMER PROGRAM ALDEA INC PO BOX 841 NAPA CA 94559 942159248 501(C)(3) 25000 TO PROVIDE CRITICAL DISASTER-RELATED RELIEF AND/OR RECOVERY SERVICES IN NAPA COUNTY TO ADDRESS THE COVID-19 PANDEMIC AND THE RESULTING DECLARED PUBLIC HEALTH EMERGENCY IN NAPA COUNTY AUCTION NAPA VALLEY PO BOX 141 ST HELENA CA 94574 942702203 501(C)(3) 10000 FOR THE NAPA VALLEY VINTNERS FUND-THE-FUTURE BAY AREA LEGAL AID 1735 TELEGRAPH AVENUE OAKLAND CA 94612 941631316 501(C)(3) 15000 TO PROVIDE CRITICAL DISASTER-RELATED RELIEF AND/OR RECOVERY SERVICES IN NAPA COUNTY TO ADDRESS THE COVID-19 PANDEMIC AND THE RESULTING DECLARED PUBLIC HEALTH EMERGENCY IN NAPA COUNTY BEAR YUBA LAND TRUST PO BOX 1004 GRASS VALLEY CA 95945 680256981 501(C)(3) 25000 FOR PURCHASE OF FOREVER FARM PROPERTY CALISTOGA JOINT UNIFIED SCHOOL DISTRICT 1520 LAKE STREET CALISTOGA CA 94515 521557245 GOVERNMENT AGENCY 15000 TO STRENGTHEN THE AVID PROGRAM, INCLUDING TEACHER TRAINING, COLLEGE TOURS AND THE PROVISION OF COLLEGE TUTORS THROUGH MAY 2021 CASA A VOICE FOR CHILDREN 1804 SOSCOL AVENUE STE 201 NAPA CA 94559 203594007 501(C)(3) 10000 FOR GENERAL SUPPORT CFNV CHARITABLE REAL ESTATE FUND 3299 CLAREMONT WAY STE 4 NAPA CA 94558 010816065 501(C)(3) 25000 TO HELP PAY FOR UNEXPECTED COST OVERRUNS FOR THE TENANT IMPROVEMENTS AT THE SATO FAMILY NONPROFIT CENTER CHILD START INC 439 DEVLIN ROAD NAPA CA 94558 680442009 501(C)(3) 5000 FOR THE RAISING A READER PROGRAM CHILDREN'S AIDS ART PROGRAMME 100 SOUTH STREET STE 305 SAUSALITO CA 94965 260118652 501(C)(3) 20000 FOR GENERAL PURPOSES CITY OF NAPA PARKS AND RECREATION SERVICES DEPARTMENT 1850 SOSCOL AVENUE STE 201 NAPA CA 94559 GOVERNMENT AGENCY 26554 TO PROVIDE LOW-INCOME SENIORS WITH FEE-BASED ENRICHMENT AND WELLNESS ACTIVITIES AT THE SENIOR ACTIVITY CENTER IN THE CITY OF NAPA COLLABRIA CARE 414 SOUTH JEFFERSON STREET NAPA CA 94559 680393144 501(C)(3) 45000 TO PROVIDE CRITICAL DISASTER-RELATED RELIEF AND/OR RECOVERY SERVICES IN NAPA COUNTY TO ADDRESS THE COVID-19 PANDEMIC AND THE RESULTING DECLARED PUBLIC HEALTH EMERGENCY IN NAPA COUNTY COMMUNITY ACTION OF NAPA VALLEY 2521 OLD SONOMA ROAD NAPA CA 94558 941610851 501(C)(3) 85000 FOR SUPPORT OF THE NAPA FOOD BANK PROGRAM COMMUNITY FOUNDATION SONOMA COUNTY 120 STONY POINT ROAD STE 220 SANTA ROSA CA 95401 680003212 501(C)(3) 5000 FOR SUPPORT OF THE SONOMA COUNTY RESILIENCE FUND FOR KINCADE FIRE RECOVERY COMMUNITY HEALTH CLINIC OLE DBA OLE HEALTH 1141 PEAR TREE LANE STE 100 NAPA CA 94558 237221695 501(C)(3) 50000 TO PROVIDE CRITICAL DISASTER-RELATED RELIEF AND/OR RECOVERY SERVICES IN NAPA COUNTY TO ADDRESS THE COVID-19 PANDEMIC AND THE RESULTING DECLARED PUBLIC HEALTH EMERGENCY IN NAPA COUNTY COMMUNITY PRESBYTERIAN CHURCH 1407 THIRD STREET CALISTOGA CA 94515 CHURCH 50000 FOR FISCAL SPONSORSHIP OF BRANNAN CENTER, FOR GENERAL SUPPORT COMMUNITY RESOURCES FOR CHILDREN 3299 CLAREMONT WAY STE 1 NAPA CA 94558 942524785 501(C)(3) 10000 FOR SUPPORT OF THE ACTIVE MINDS SCHOOL READINESS PROGRAM THROUGH MAY 2021 CONGREGATION BETH SHALOM 1455 ELM STREET NAPA CA 94559 237296339 501(C)(3) 5700 FOR SUPPORT OF THE RABBI'S DISCRETIONARY FUND COPE FAMILY CENTER 707 RANDOLPH STREET NAPA CA 94559 942322399 501(C)(3) 50000 TO PROVIDE CRITICAL DISASTER-RELATED RELIEF AND/OR RECOVERY SERVICES IN NAPA COUNTY TO ADDRESS THE COVID-19 PANDEMIC AND THE RESULTING DECLARED PUBLIC HEALTH EMERGENCY IN NAPA COUNTY CORE COMMUNITY ORGANIZED RELIEF EFFORT 6464 SUNSET BLVD 530 LOS ANGELES CA 90028 271703237 501(C)(3) 5000 FOR COVID-19 TESTING IN NAPA CORSTONE 8 MARKET PLACE STE 300 BALTIMORE MD 21202 942393629 501(C)(3) 10000 FOR GENERAL PURPOSES COUNTY OF NAPA 1195 THIRD STREET STE 310 NAPA CA 94559 946000525 GOVERNMENT AGENCY 100000 FOR THE PUBLIC HEALTH DEPARTMENT TO PROVIDE COVID-19 TESTING TO UNINSURED AND UNDER-INSURED PEOPLE WHO LIVE IN NAPA COUNTY AND ARE IN NEED OF A TEST BUT CANNOT AFFORD ONE CROSSWALK COMMUNITY CHURCH 2590 FIRST STREET NAPA CA 94558 941714580 501(C)(3) 15000 FOR SUPPORT OF DEBORAH'S HOUSE AND EVACUATION CENTER RENOVATIONS DEL PASO BOULEVARD FOUNDATION INC 1219 DEL PASO BOULEVARD SACRAMENTO CA 95815 205541333 501(C)(3) 5000 FOR FISCAL SPONSORSHIP OF FAMILY MEAL SACRAMENTO, TO SUPPORT THE "50 FOR 50" INITIATIVE DEVELOPING COMMUNITIES INCORPORATED 1156 MAIN STREET ST HELENA CA 94574 200764127 501(C)(3) 5000 FOR GENERAL PURPOSES DOWNTOWN NAPA FARMERS MARKET CORPORATION DBA NAPA FARMERS MARKET PO BOX 10822 NAPA CA 94559 320285560 501(C)(3) 14500 FOR GENERAL SUPPORT E4E RELIEF LLC 220 N TRYON STREET CHARLOTTE NC 28202 566047886 501(C)(3) 650000 FOR AN ADDITIONAL CONTRIBUTION FOR THE RELIEF FUND PROGRAM MANAGEMENT AND TO PROVIDE SERVICES AND GRANTS TO ELIGIBLE HOMEOWNERS AND RENTERS AFFECTED BY THE NAPA FIRE COMPLEX AS OUTLINED IN THE RELIEF FUND AGREEMENT AND ADDENDUM FIRST PRESBYTERIAN CHURCH OF ST HELENA 1428 SPRING STREET ST HELENA CA 94574 CHURCH 12000 FOR GENERAL SUPPORT FIRST UNITED METHODIST CHURCH OF NAPA 625 RANDOLPH STREET NAPA CA 94559 941265063 CHURCH 17235 FOR GENERAL SUPPORT. THIS GRANT WAS MADE POSSIBLE BY THE GENEROSITY OF BRUCE KETRON AND DEBRA INMAN FOOD BANK OF CONTRA COSTA AND SOLANO 4010 NELSON AVENUE CONCORD CA 94520 942418054 501(C)(3) 5000 FOR SUPPORT OF SOLANO COUNTY FOOD BANK PROGRAM FRIENDS OF NAPA COUNTY ANIMAL SHELTER PO BOX 715 NAPA CA 94559 820702572 501(C)(3) 10000 TO HIRE AN ANIMAL BEHAVIOR SPECIALIST AND TO HELP PAY FOR EMERGENCY MEDICAL SERVICES FOR SMALL ANIMALS IN NAPA COUNTY GIRLS ON THE RUN NAPA & SOLANO INC 3299 CLAREMONT WAY STE 5 NAPA CA 94558 550906534 501(C)(3) 5000 FOR SUPPORT OF NAPA COUNTY PROGRAMS GREATER NAPA VALLEY FAIR HOUSING CENTER 1804 SOSCOL AVENUE STE 203 NAPA CA 94559 421576121 501(C)(3) 30000 TO PROVIDE CRITICAL DISASTER-RELATED RELIEF AND/OR RECOVERY SERVICES IN NAPA COUNTY TO ADDRESS THE COVID-19 PANDEMIC AND THE RESULTING DECLARED PUBLIC HEALTH EMERGENCY IN NAPA COUNTY GUNILDA RIANDA SENIOR CENTER ASSOCIATION 1475 MAIN STREET ST HELENA CA 94574 202411077 501(C)(3) 5000 FOR GENERAL SUPPORT HUMANE SOCIETY OF NAPA COUNTY & SPCA INC PO BOX 695 NAPA CA 94559 237315010 501(C)(3) 32000 FOR GENERAL SUPPORT IMMIGRATION INSTITUTE OF THE BAY AREA 1111 MARKET STREET 4TH FLOOR SAN FRANCISCO CA 94103 941156554 501(C)(3) 125800 FOR GENERAL SUPPORT JAMESON ANIMAL RESCUE RANCH 1224 ADAMS STREET STE C ST HELENA CA 94574 471230166 501(C)(3) 5000 FOR SUPPORT OF THE SENIOR CITIZEN PET WELLNESS PROGRAM LAS TRAMPAS SCHOOL INC PO BOX 515 LAFAYETTE LAFAYETTE CA 94549 941437727 501(C)(3) 5000 FOR GENERAL SUPPORT MASSACHUSETTS INSTITUTE OF TECHNOLOGY 600 MEMORIAL DRIVE W98-200 CAMBRIDGE MA 021394822 042103594 501(C)(3) 100000 FOR BETA NU HOUSE CORPORATION CAPITAL CAMPAIGN MENTIS 709 FRANKLIN STREET NAPA CA 94559 941236934 501(C)(3) 135625 FOR GENERAL SUPPORT MOVING FORWARD TOWARDS INDEPENDENCE 68 COOMBS STREET BLDG B NAPA CA 94559 943359635 501(C)(3) 5000 FOR GENERAL SUPPORT. THIS GRANT WAS MADE POSSIBLE BY THE GENEROSITY OF PAT AND LINDA PINGITORE NAPA COMMUNITIES FIREWISE FOUNDATION PO BOX 440B ST HELENA CA 94574 260147748 501(C)(3) 90000 TO SUPPORT EFFORTS IN NAPA COUNTY TO PREVENT AND MITIGATE THE EFFECTS OF WILDLAND FIRES, INCLUDING DEVELOPMENT OF THE COUNTYWIDE COMMUNITY WILDFIRE PROTECTION PLAN AND RELATED FUND DEVELOPMENT, AS WELL AS PURCHASE OF LIDAR SURVEYING TECHNOLOGY THROUGH APRI NAPA COUNTY ANIMAL SHELTER AND ADOPTION CENTER 942 HARTLE COURT NAPA CA 94558 GOVERNMENT AGENCY 20000 FOR GENERAL SUPPORT NAPA COUNTY LAND TRUST DBA LAND TRUST OF NAPA COUNTY 1700 SOSCOL AVENUE STE 20 NAPA CA 94559 942315096 501(C)(3) 10000 FOR GENERAL SUPPORT NAPA COUNTY OFFICE OF EDUCATION 2121 IMOLA AVENUE NAPA CA 94559 946002406 GOVERNMENT AGENCY 110000 FOR SUPPORT OF THE CONSTRUCTION AND EXPANSION OF THE CALISTOGA PRESCHOOL NAPA HIGH SCHOOL CHORAL BOOSTERS 2475 JEFFERSON STREET NAPA CA 94558 680039659 501(C)(3) 5000 FOR SUPPORT OF THE CHORAL PROGRAM NAPA VALLEY CHILD ADVOCACY NETWORK INCORPORATED DBA PARENTSCAN 1909 JEFFERSON STREET NAPA CA 94558 562498308 501(C)(3) 35000 TO PROVIDE CRITICAL DISASTER-RELATED RELIEF AND/OR RECOVERY SERVICES IN NAPA COUNTY TO ADDRESS THE COVID-19 PANDEMIC AND THE RESULTING DECLARED PUBLIC HEALTH EMERGENCY IN NAPA COUNTY NAPA VALLEY COLLEGE 2277 NAPA VALLEJO HWY NAPA CA 94558 PUBLIC SCHOOL 16434 FOR GENERAL STUDENT SUPPORT NAPA VALLEY COMMUNITY COLLEGE DISTRICT AUXILIARY SERVICES ORGANIZATION 2277 NAPA-VALLEJO HWY NAPA CA 94559 462918583 501(C)(3) 5000 FOR THE PROJECT DISCOVERY PROGRAM NAPA VALLEY EDUCATIONAL FOUNDATION 2425 JEFFERSON STREET ROOM 105 NAPA CA 94558 680005743 PUBLIC SCHOOL 34000 FOR FISCAL SPONSORSHIP OF THE LEGACY YOUTH PROJECT NAPA VALLEY FARMWORKER FOUNDATION 1795 THIRD STREET NAPA CA 94559 364790851 501(C)(3) 120000 FOR GENERAL SUPPORT OF 2019 OPERATIONS NAPA VALLEY FESTIVAL ASSOCIATION 1030 SEMINARY STREET STE C NAPA CA 94559 264008029 501(C)(3) 15000 FOR SUPPORT OF THE ANNUAL FUND NAPA VALLEY UNIFIED SCHOOL DISTRICT 2425 JEFFERSON STREET NAPA CA 94558 PUBLIC SCHOOL 25000 TO SUPPORT THE ADELANTE MIGRANT EDUCATION SUMMER PROGRAM FOR STUDENTS ENTERING 9TH THROUGH 12TH GRADE NAPALEARNS THE NAPA VALLEY PARTNERSHIP FOR 21ST CENTURY EDUCATION 2121 IMOLA AVENUE NAPA CA 94559 272705006 501(C)(3) 115000 TO SUPPORT THE CONSTRUCTION OF THE NEW NCOE PRESCHOOL IN CALISTOGA. PAYMENTS TO BE MADE OVER 5 YEARS OF $20,000 PER YEAR NEWS 1141 PEAR TREE LANE STE 220 NAPA CA 94558 942745889 501(C)(3) 85000 FOR SUPPORT OF EMERGENCY SHELTER. THIS GRANT WAS MADE POSSIBLE BY THE GENEROSITY OF SANDY CALLAHAN, IN MEMORY OF HARRY PRICE NIMBUS ARTS 649 MAIN STREET ST HELENA CA 94574 271503762 501(C)(3) 27500 FOR GENERAL SUPPORT NOTES FOR EDUCATION 51 BLACKBERRY DRIVE NAPA CA 94558 272087987 501(C)(3) 10000 TO SUPPORT THE GARGIULO MUSIC ROOM FUND-A-NEED OLE HEALTH FOUNDATION 1100 TRANCAS STREET STE 300 NAPA CA 94558 680149424 501(C)(3) 60000 FOR SPONSORSHIP OF SALUD! 2020 ON THE MOVE 780 LINCOLN AVENUE NAPA CA 94558 753149095 501(C)(3) 1830263 FOR SUPPORT OF THE YOUTH LEADERSHIP ACADEMIES ONE PURPOSE SCHOOL 948 HOLLISTER AVENUE SAN FRANCISCO CA 94124 462936117 501(C)(3) 11800 FOR GENERAL SUPPORT PACIFIC UNION COLLEGE ONE ANGWIN AVENUE ANGWIN CA 94508 941279798 501(C)(3) 10000 FOR SUPPORT OF THE ELLE WHEELER SCHOLARSHIP FUND AT THE PAULIN CENTER FOR THE ARTS, IN APPRECIATION FOR 60 YEARS OF KINDNESSES TO JULE GRANT. PITZER COLLEGE OFFICE OF COLLEGE ADVANCEMENT CLAREMONT CA 91711 952261113 501(C)(3) 20000 FOR STUDENT JOCELYN VEGA, ID # 50440869 PLANNED PARENTHOOD SHASTA-DIABLO DBA PLANNED PARENTHOOD NORTHERN CALIFORNIA 2185 PACHECO STREET CONCORD CA 94520 941575233 501(C)(3) 28000 FOR SUPPORT OF PROGRAMS IN NAPA COUNTY PRISON FELLOWSHIP MINISTRIES PO BOX 1550 MERRIFIELD VA 221161550 620988294 501(C)(3) 10000 FOR GENERAL OPERATING SUPPORT QUEEN OF THE VALLEY HOSPITAL FOUNDATION 1000 TRANCAS STREET NAPA CA 94558 237081153 501(C)(3) 18500 FOR GENERAL SUPPORT. THIS GRANT WAS MADE POSSIBLE BY A CONTRIBUTION WE RECEIVED FROM JIM MAGGETTI RAISING A READER 330 TWIN DOLPHIN DRIVE STE 147 REDWOOD CITY CA 94065 943390149 501(C)(3) 61613 FOR SUPPORT OF THE RAR GROWTH FUND RESIDENCE XII 12029 113TH AVENUE NE KIRKLAND WA 98034 911093433 501(C)(3) 5000 FOR GENERAL PURPOSES SAINT HELENA FORUM FOR INNOVATION AND CREATIVITY 2480 SPRING MOUNTAIN ROAD ST HELENA CA 94574 832095334 501(C)(3) 15000 FOR GENERAL SUPPORT SALVATION ARMY - GOLDEN STATE DIVISION 832 FOLSOM STREET SAN FRANCISCO CA 94107 941170408 CHURCH 15000 FOR BOARD SUPPORT/THEO SALVATION ARMY - NAPA CORPS 590 FRANKLIN STREET NAPA CA 94559 941156347 501(C)(3) 70000 FOR A CHALLENGE GRANT FOR THE MODULAR HOUSING UNIT FUNDING GAP SCOPA HAS A DREAM DBA CORAZON HEALDSBURG PO BOX 1004 HEALDSBURG CA 95448 273044487 501(C)(3) 5000 FOR SUPPORT OF KINCADE FIRE RECOVERY THROUGH THE UNITY AND COMMUNITY FUND SPIRIT OF UNITY IN NAPA DBA PUERTAS ABIERTAS COMMUNITY RESOURCE CENTER PO BOX 3009 NAPA CA 94558 203126333 501(C)(3) 42000 TO PROVIDE CRITICAL DISASTER-RELATED RELIEF AND/OR RECOVERY SERVICES IN NAPA COUNTY TO ADDRESS THE COVID-19 PANDEMIC AND THE RESULTING DECLARED PUBLIC HEALTH EMERGENCY IN NAPA COUNTY ST HELENA HOSPITAL FOUNDATION 10 WOODLAND ROAD ST HELENA CA 94574 201384250 501(C)(3) 75000 FOR SUPPORT OF THE MARTIN O'NEIL CANCER CENTER ST JOHN'S COLLEGE - SANTA FE PO BOX 75905 BALTIMORE MD 212755905 850162247 501(C)(3) 10000 FOR THE GENERAL FUND SUMMER SEARCH 101 HOWARD STREET STE 250 SAN FRANCISCO CA 94105 680200138 501(C)(3) 12000 FOR SUPPORT OF SUMMER SEARCH'S NAPA COUNTY PROGRAMS THROUGH MAY 2021 TEENS CONNECT 18 RIVERTON COURT NAPA CA 94558 821116184 501(C)(3) 17000 TO SUPPORT THE FUND-A-NEED THE ALPHEIOS PROJECT LTD PO BOX 4302 NAPA CA 94558 272248757 501(C)(3) 71798 FOR UNRESTRICTED USE THE UC DAVIS FOUNDATION ONE SHIELDS AVENUE DAVIS CA 956165270 946081352 501(C)(3) 135000 FOR THE HURLEY AND THELMA COUCHMAN SCHOLARSHIP FUND, FUND# 324068 THE V FOUNDATION 14600 WESTON PKWY CARY NC 27513 133705951 501(C)(3) 5000 TO SUPPORT THE WINE CELEBRATION FUND-A-NEED UC REGENTS UNIVERSITY OF CALIFORNIA DAVIS ONE SHIELDS AVENUE DAVIS CA 95616 946036494 501(C)(3) 25000 FOR GENERAL STUDENT SUPPORT UC REGENTS UNIVERSITY OF CALIFORNIA LOS ANGELES BOX 957089 1125 MURPHY HALL 405 HILGARD AVENUE LOS ANGELES CA 900959000 PUBLIC SCHOOL 40000 FOR STUDENT KALEENA JEZYCKI, ID # XXX-XX-XXXX UNITED POLICYHOLDERS 381 BUSH STREET 8TH FLOOR SAN FRANCISCO CA 94104 943162024 501(C)(3) 10000 TO SUPPORT A PRO-BONO INSURANCE AND CONTRACT LEGAL HELP CLINIC FOR PEOPLE IN NAPA COUNTY AFFECTED BY THE 2017 NAPA FIRE COMPLEX UNIVERSITY OF COLORADO BOULDER 77 UCB BOULDER CO 803090077 PUBLIC SCHOOL 5478 FOR GENERAL STUDENT SUPPORT UNIVERSITY OF SAN FRANCISCO 2130 FULTON STREET SAN FRANCISCO CA 94117 941156628 501(C)(3) 10956 FOR GENERAL STUDENT SUPPORT UP VALLEY FAMILY CENTERS OF NAPA COUNTY 1440 SPRING STREET ST HELENA CA 94574 800023012 501(C)(3) 1183800 FOR THE VOLUNTEER INCOME TAX ASSISTANCE PROGRAM VINTAGE HIGH SCHOOL 1375 TROWER AVENUE NAPA CA 94558 PUBLIC SCHOOL 5000 FOR SUPPORT OF THE CHORAL PROGRAM WE CARE ANIMAL RESCUE 1345 CHARTER OAK AVENUE ST HELENA CA 94574 942864103 501(C)(3) 20000 FOR GENERAL SUPPORT WILDLIFE RESCUE CENTER OF NAPA COUNTY PO BOX 2571 NAPA CA 94558 680271705 501(C)(3) 20000 FOR GENERAL SUPPORT WINE COUNTRY ANIMAL LOVERS PO BOX 3 CALISTOGA CA 94515 271454400 501(C)(3) 15000 TO HELP SUBSIDIZE COSTS FOR SPAY/NEUTER SERVICES AND EMERGENCY MEDICAL FEES FOR SMALL ANIMALS IN NAPA COUNTY 92 0 PART I, LINE 2: NAPA VALLEY COMMUNITY FOUNDATION (NVCF) IS COMMITTED TO ENSURING THAT ALL GRANT FUNDS ARE USED SOLELY FOR THE CHARITABLE PURPOSES INTENDED. NVCF CONDUCTS MORE THAN 200 SITE VISITS EACH YEAR WITH NONPROFIT ORGANIZATION IN NAPA COUNTY, ANALYZES FINANCIAL INFORMATION ABOUT PROSPECTIVE GRANTEES, INCLUDING TAX RETURNS AND AUDITED FINANCIALS (WHERE AVAILABLE), AND REQUIRES ALL ORGANIZATION RECEIVING GRANT DISTRIBUTIONS TO AGREE THAT SUCH DISTRIBUTIONS SHALL BE USED ONLY FOR THE CHARITABLE PURPOSES OUTLINED IN A GRANT LETTER THAT ACCOMPANIES PAYMENT. IN MANY CASES, WE REQUIRE GRANTEE ORGANIZATIONS TO COMPLETE A WRITTEN GRANT REPORT WITHIN A YEAR OF RECEIVING FUNDS. X X X X X 0 0 0 0 0 0 0 1 0 TERENCE MULLIGAN PRESIDENT 203757 0 16667 0 13333 0 7013 0 18145 0 258915 0 0 0 PART I, LINE 7 EMPLOYEES RECEIVE BONUSES ACCORDING TO THE BOARD APPROVED INCENTIVE COMPENSATION STRATEGY BASED ON OPERATING SURPLUS AND POSITION. TERENCE MULLIGAN PRESIDENT RELOCATION X 200000 19997 0 1 1 19997 SCHEDULE L, PART II: THE PRESIDENT RECEIVED A ZERO-INTEREST LOAN TO ASSIST HIM TO PURCHASE A HOME IN NAPA, WHICH WAS A REQUIREMENT OF HIS POSITION WHEN HE WAS HIRED IN 2004. THE BALANCE OF THE LOAN WAS $19,997 AS OF 6/30/2020. THE LOAN IS FORGIVEN IN THE AMOUNT OF $6,667 ANNUALLY. THE MATURITY DATE IS 5/25/2023. THE IMPUTED INTEREST AND FORGIVEN DEBT ARE INCLUDED IN THE PRESIDENT'S COMPENSATION ON AN ANNUAL BASIS. X 9 562527 FMV 0 1 1 PART I, COLUMN (B): THIS NUMBER REFLECTS THE NUMBER OF CONTRIBUTORS, NOT THE NUMBER OF ITEMS CONTRIBUTED. PART I, LINE 32B: CFNV CHARITABLE REAL ESTATE FUND, NVCF'S SUPPORTING ORGANIZATION, OPERATES EXCLUSIVELY FOR CHARITABLE PURPOSES BY CONDUCTING OR SUPPORTING ACTIVITIES FOR THE BENEFIT OF OR TO CARRY OUT THE PURPOSES OF NVCF. ONE OF THESE ACTIVITIES IS THE RECEIPT AND SUBSEQUENT SALE OF GIFTS OF REAL PROPERTY. NVCF'S INVESTMENT ADVISORS ARE RESPONSIBLE FOR THE SALE OF STOCK GIFTS. FORM 990, PART VI, SECTION B, LINE 11B THE AUDIT COMMITTEE (AC) SHALL HAVE THE RESPONSIBILITY FOR REVIEWING THE FORM 990 TAX RETURN INCLUDING ALL PERTINENT SCHEDULES, BEFORE THEY ARE FILED WITH THE INTERNAL REVENUE SERVICE. A DRAFT OF THE FORM 990 SHOULD BE READY FOR REVIEW BY THE AC NO LATER THAN TWO WEEKS PRIOR TO THE FILING DEADLINE. AFTER THE DRAFT OF THE FORM 990 HAS BEEN OBTAINED BY THE AC, THEY WILL HAVE 7-10 DAYS TO COMPLETE THEIR REVIEW. THE AC SHALL CONDUCT A REVIEW OF THE FORM 990. HOWEVER, IF THE AC DEEMS IT NECESSARY TO CONDUCT A MORE DETAILED REVIEW, THEY WILL CONTACT THE PREPARER OF THE FORM 990 TO REQUEST COPIES OF ANY RELEVANT DETAILED TAX RETURN WORKPAPERS. ONCE THE AC HAS COMPLETED ITS INITIAL REVIEW OF THE FORM 990, A MEETING OR CONFERENCE CALL WILL BE SCHEDULED WITH THE PREPARER OF THE FORM 990, IF NECESSARY, TO DISCUSS ANY QUESTIONS, COMMENTS, AND SUGGESTED REVISIONS IDENTIFIED BY THE AC. THE PREPARER OF THE FORM 990 SHALL MAKE ANY REVISIONS TO THE FORM 990 AS SOON AS FEASIBLY POSSIBLE TO ENSURE THAT THE FORM 990 IS FILED WITH THE INTERNAL REVENUE SERVICE ON A TIMELY BASIS. ALL OF THE QUESTIONS, COMMENTS, AND SUGGESTED REVISIONS SET FORTH BY THE AC SHOULD BE DOCUMENTED, ALONG WITH ANY RESPONSES FROM THE PREPARER OF THE FORM 990, IF APPLICABLE. AFTER THE FORM 990 HAS BEEN REVIEWED BY THE AC AND A FINAL COPY IS PREPARED, STAFF WILL E-MAIL THE FINAL FORM 990 TO ALL NVCF BOARD MEMBERS BEFORE THE FORM 990 IS FILED AND WILL MAKE A PRESENTATION AT THE NEXT FULL BOARD OF DIRECTORS MEETING TO UPDATE THE BOARD REGARDING THE REVIEW OF THE FORM 990, IF NECESSARY. FORM 990, PART VI, SECTION B, LINE 12C MONITORING / ENFORCING THE CONFLICT OF INTEREST POLICY: ONCE A YEAR OR AS NEEDED, BOARD AND ADVISORY COMMITTEE MEMBERS, FOUNDATION STAFF, VOLUNTEERS AND CONTRACTORS WILL COMPLETE A CONFLICT OF INTEREST DISCLOSURE STATEMENT IDENTIFYING ANY SIGNIFICANT AFFILIATION AND/OR POSITION HELD BY SELF OR ANY IMMEDIATE FAMILY MEMBER WITH ANY ORGANIZATION USING THE FOLLOWING GUIDELINES: A. ANY SIGNIFICANT AFFILIATION AND/OR POSITION HELD BY SELF OR ANY IMMEDIATE FAMILY MEMBER WITH ANY LOCAL CHARITABLE OR COMMUNITY ORGANIZATION(S). B. ANY SIGNIFICANT AFFILIATION AND/OR POSITION HELD BY SELF OR ANY IMMEDIATE FAMILY MEMBER WITH LOCAL BUSINESS ENTERPRISE(S). C. ANY OTHER SIGNIFICANT INVOLVEMENTS WITH ORGANIZATIONS THAT MAY CREATE AN INTEREST OR BIAS WITH RESPECT TO THE FOUNDATION'S ACTION. ANY POSSIBLE CONFLICTS SHALL BE DISCLOSED BEFORE ANY BOARD OR COMMITTEE MEETING DISCUSSION BEGINS. THE MINUTES OF THE MEETING SHALL REFLECT THIS DISCLOSURE. AFTER ACKNOWLEDGING THE POTENTIAL CONFLICT, THE BOARD/COMMITTEE/STAFF MEMBER/VOLUNTEER/CONTRACTOR MAY BRIEFLY ADDRESS THE OTHER MEMBERS REGARDING THIS MATTER. THE BOARD/COMMITTEE/STAFF MEMBER/VOLUNTEER/CONTRACTOR MAY ALSO ANSWER PERTINENT QUESTIONS SINCE PERSONAL KNOWLEDGE ON THE ISSUE MAY BE OF ASSISTANCE TO THE OTHER MEMBERS IN REACHING THEIR DECISIONS. THE BOARD/COMMITTEE/STAFF MEMBER, HOWEVER, WILL ABSTAIN FROM VOTING ON THIS ISSUE. FORM 990, PART VI, SECTION B, LINE 15 PROCESS FOR REVIEWING COMPENSATION: NVCF PRESIDENT * THE EXECUTIVE COMMITTEE (EC) OF THE BOARD MEETS ANNUALLY TO REVIEW THE PRESIDENT'S PERFORMANCE. * IN PREPARATION FOR THIS MEETING, THEY REVIEW SALARY COMPS FOR PRESIDENTS AND CEOS OF MEDIUM-SIZED COMMUNITY FOUNDATIONS IN CALIFORNIA AND NATIONWIDE. * THE PRESIDENT PREPARES AN EXTENSIVE, WRITTEN SELF-ASSESSMENT OF HIS PERFORMANCE THAT IS BASED ON SPECIFIC, MEASURABLE, ATTAINABLE, RELEVANT AND TIMELY GOALS AGREED UPON DURING THE PRIOR YEAR'S PERFORMANCE REVIEW WITH THE EC. * THE SELF ASSESSMENT IS SENT TO THE EC AT LEAST ONE WEEK BEFORE THEIR REVIEW MEETING. * AT THE REVIEW MEETING, MEMBERS OF THE EC BRING COMMENTS AND SUGGESTED REVISIONS TO THE SELF ASSESSMENT DOCUMENT, AND ENGAGE THE PRESIDENT IN A CONVERSATION ABOUT PRIOR YEAR AND COMING YEAR GOALS FOR THE PRESIDENT AND NVCF. * THE COMMENTS AND SUGGESTED EDITS TO THE SELF ASSESSMENT ARE FOLDED INTO A REVISED DOCUMENT CALLED THE SUPERVISOR ASSESSMENT. * THE SUPERVISOR ASSESSMENT IS SHARED WITH THE BOARD OF DIRECTORS IN EXECUTIVE SESSION, WITHOUT STAFF PRESENT, AT THE NEXT MEETING OF THE BOARD. * AT THIS BOARD MEETING, THE EC MAKES RECOMMENDATIONS FOR SALARY ADJUSTMENTS, IF ANY, BASED ON THE REVIEW OF COMPS, THE PERFORMANCE OF THE PRESIDENT, AND THE OVERALL PERFORMANCE OF NVCF. * THE FULL BOARD VOTES ON ANY CHANGES TO COMPENSATION RECOMMENDED BY THE EC. OTHER NVCF OFFICERS AND KEY EMPLOYEES * THE PRESIDENT MEETS ANNUALLY WITH EACH OF HIS DIRECT REPORTS TO PRIVATELY REVIEW THEIR PERFORMANCE. * THIS MEETING IS CONDUCTED NO MORE THAN SIX WEEKS AFTER THE ANNIVERSARY OF THE DATE OF HIRE OF EACH DIRECT REPORT. * PRIOR TO THIS MEETING, EACH DIRECT REPORT PREPARES AN EXTENSIVE, WRITTEN SELF-ASSESSMENT OF HIS/HER PERFORMANCE THAT IS BASED ON SPECIFIC, MEASURABLE, ATTAINABLE, RELEVANT AND TIMELY GOALS AGREED UPON DURING THE PRIOR YEAR'S PERFORMANCE REVIEW WITH THE PRESIDENT. * THE SELF ASSESSMENT IS SENT TO THE PRESIDENT AT LEAST ONE WEEK BEFORE THEIR REVIEW MEETING; THE PRESIDENT THEN PREPARES A SUPERVISOR ASSESSMENT BASED ON THE SELF ASSESSMENT DOCUMENT. * IN PREPARATION FOR THE REVIEW MEETING, THE PRESIDENT REVIEWS SALARY COMPS FOR SIMILAR POSITIONS IN MEDIUM-SIZED COMMUNITY FOUNDATIONS IN CALIFORNIA AND NATIONWIDE. * SALARY ADJUSTMENTS, IF ANY, ARE BASED ON THE REVIEW OF SALARY COMPS AND PERFORMANCE. * ALL SALARY ADJUSTMENTS ARE CONTEMPLATED IN THE OPERATING BUDGET OF NVCF, WHICH IS APPROVED BY THE BOARD OF DIRECTORS ANNUALLY. FORM 990, PART VI, SECTION C, LINE 19 AS A COMMUNITY CORPORATION, WE ARE ACCOUNTABLE TO THE PUBLIC. THE FOLLOWING ORGANIZATIONAL AND FINANCIAL DOCUMENTS OF NVCF WILL BE AVAILABLE (FOR INSPECTION OR COPYING) AT NVCF'S OFFICE DURING NORMAL BUSINESS HOURS AT NO CHARGE: * IRS FORM 1023 - APPLICATION FOR RECOGNITION OF EXEMPTION UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE * ARTICLES OF INCORPORATION * INTERNAL REVENUE SERVICE DETERMINATION LETTER * CALIFORNIA TAX EXEMPT LETTER * CONFLICT OF INTEREST POLICY * AUDITED FINANCIAL STATEMENTS * FORM 990'S - RETURN OF ORGANIZATION EXEMPT FROM INCOME TAX (PUBLIC INSPECTION COPY) * ANNUAL REPORTS * INVESTMENT POLICY * DETAILS OF FUNDS AND FEES ALL OF THE AFOREMENTIONED ORGANIZATIONAL AND FINANCIAL DOCUMENTS WILL ALSO BE POSTED ON THE ORGANIZATION'S WEB SITE. NVCF WILL MAKE BEST EFFORTS TO ENSURE THAT THE DOCUMENTS POSTED ON THE WEB SITE ARE THE MOST UPDATED VERSIONS OF SUCH DOCUMENTS. THE PUBLIC INSPECTION COPY OF THE FORM 990 WILL NOT INCLUDE THE SCHEDULE OF CONTRIBUTORS (SCHEDULE B). WHEN RESPONDING TO A PUBLIC INSPECTION REQUEST FOR ANY ORGANIZATIONAL OR FINANCIAL DOCUMENT BY ANYONE, NVCF SHALL FULFILL SUCH REQUEST IN A TIMELY FASHION WITHOUT INQUIRING AS TO THE REASON FOR THE PUBLIC INSPECTION REQUEST. FORM 990, PART XII, LINE 2C THE PROCESS HAS NOT CHANGED FROM THE PRIOR YEAR. CFNV CHARITABLE REAL ESTATE FUND 3299 CLAREMONT STREET SUITE 4 NAPA CA 94558 010816065 CONDUCTS OR SUPPORTS ACTIVITIES FOR THE BENEFIT OF THE FOUNDATION. CA 501(C)(3) LINE 12A, I COMMUNITY FOUNDATION OF THE NAPA VALLEY 1 1 1 0 1 0 0 0 0 0 0 1 0 0 0 0 0 1 0 1 CFNV CHARITABLE REAL ESTATE FUND B 25000 CASH CFNV CHARITABLE REAL ESTATE FUND D 325000 CASH