2020-06-12T12:06:30-05:00 2019-06-30 946214841 ARMANINO LLP 12657 ALCOSTA BLVD STE 500 SAN RAMON CA 945834600 990 2018-07-01 680349777 COMMUNITY FOUNDATION OF THE NAPA VALLEY COMM 7072549565 3299 CLAREMONT WAY NO 4 NAPA CA 94558 TERENCE MULLIGAN PRESIDENT 7072549565 2020-05-29 1 KATY BROWN P00650274 9257902600 2020-05-29 34.99.90.60 2020-05-29 14:43:00 CD P DA39A3EE5E6B4B0D3255BFEF95601890AFD80709 6C9B1A35775087DBDB8A6D25ECA509C7F6C27838 2018 2020-09-23 17:36:50Z X NAPA VALLEY COMMUNITY FOUNDATION TERENCE MULLIGAN 3299 CLAREMONT WAY NO 4 NAPA CA 94558 37038128 0 X WWW.NAPAVALLEYCF.ORG X 1994 CA TO MOBILIZE RESOURCES, PROMOTE PHILANTHROPY AND PROVIDE LEADERSHIP ON VITAL ISSUES IN NAPA COUNTY. 13 13 10 18 0 0 28794108 16897330 26070 33270 443244 916939 25000 25000 29288422 17872539 14523008 7725358 0 0 929647 987588 0 0 318028 503463 586348 15956118 9299294 13332304 8573245 36100693 45074224 2761283 2478969 33339410 42595255 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 8623532 7725358 58270 PROVIDED GRANTS TO MORE THAN 200 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 SIX-YEAR PERIOD ENDING 6/30/19 PROVIDED LEGAL CONSULTATIONS AND ESL CLASSES TO MORE THAN 6,600 RESIDENTS; HELPED 3,360 SUBMIT APPLICATIONS FOR CITIZENSHIP AND OTHER IMMIGRATION BENEFITS TO THE U.S. GOVERNMENT; AND ENABLED 1,261 PEOPLE TO BECOME U.S. CITIZENS. LAUNCHED AN INITIATIVE CALLED THE NAPA VALLEY HOUSING FUND, TO HELP CREATE AFFORDABLE RENTAL UNITS FOR THE VALLEY'S WORKFORCE AND ACCELERATE ADOPTION OF ACCESSORY DWELLING UNITS (ADUS). DURING THE FISCAL YEAR ENDING 6/30/2019, RESEARCH & DEVELOPMENT INVESTMENTS WERE MADE TO SIZE AND SCOPE THE ADU MARKET IN NAPA AND SONOMA COUNTIES; CREATE TOOLS TO HELP HOMEOWNERS BUILD ADUS (A WORKBOOK, WEBSITE, AND COST CALCULATOR); AND ENCOURAGE LOCAL CITIES TO STREAMLINE APPROVAL PROCESSES. THE NAPA VALLEY DISASTER RELIEF FUND (DISASTER RELIEF FUND) WAS RE-ACTIVATED IN THE FISCAL YEAR ENDING JUNE 30, 2018, AS A RESULT OF THE NAPA FIRE COMPLEX THAT BEGAN ON OCTOBER 8, 2017. THE GOVERNOR DECLARED A STATE OF EMERGENCY AS A RESULT OF THE FIRES IN NAPA COUNTY ON OCTOBER 9, 2017, AND THE FEDERAL GOVERNMENT DECLARED A MAJOR DISASTER ON OCTOBER 10, 2017. THE DISASTER RELIEF FUND WAS ACTIVATED ON OCTOBER 10, 2017, FOLLOWING THAT DECLARATION. 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, CONTINUED DURING THE FISCAL YEAR ENDING JUNE 30, 2019. DURING THE FISCAL YEAR ENDING JUNE 30, 2019, THESE GRANTS PROVIDED RELIEF SERVICES LIKE COUNSELING AND CASE MANAGEMENT TO HUNDREDS OF FAMILIES, DIRECT FINANCIAL AID TO APPROXIMATELY 140 RESIDENTS TO REPLACE ESSENTIAL HOUSEHOLD CONTENTS DESTROYED IN THE FIRES OR TO REPAIR OR REBUILD HOMES, AND RESILIENCY SERVICES, LIKE FINANCIAL PLANNING AND DISASTER PREPAREDNESS EDUCATION TO HUNDREDS OF NAPA COUNTY RESIDENTS. GRANTS MADE ALSO INCLUDE 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. 8623532 1 1 0 1 0 1 0 0 1 1 1 1 0 0 0 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 0 0 0 1 9 0 1 10 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 X 13 13 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 (AS OF 07/18) 1.00 X X 0 0 0 DAWNINE DYER CO-VICE CHAIR (AS OF 07/18) 1.00 X X 0 0 0 HEIDI HOLZHAUER CO-VICE CHAIR (AS OF 07/18) 1.00 X X 0 0 0 JAMIE WATSON TREASURER (AS OF 07/18) 1.00 X X 0 0 0 ELBA GONZALES-MARES SECRETARY (AS OF 07/18) 1.00 X X 0 0 0 MAIRA AYALA DIRECTOR 1.00 X 0 0 0 JENNIFER BYRAM DIRECTOR (AS OF 07/18) 1.00 X 0 0 0 LIZ CHRISTENSEN DIRECTOR 1.00 X 0 0 0 MANBIN KHAIRA MONTEVERDI DIRECTOR (AS OF 07/18) 1.00 X 0 0 0 ED MATOVCIK DIRECTOR 1.00 X 0 0 0 BRAD NICHINSON MD DIRECTOR 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 230244 0 23192 SANDY FASOLD CFO 32.00 1.00 X 122453 0 6018 JULIA DENATALE VP OF COMMUNITY IMPACT 40.00 X 114610 0 16384 467307 0 45594 3 0 1 0 0 16897330 1921261 16897330 ADMINISTRATIVE FEES 525920 33270 33270 33270 817387 817387 19265141 19165589 99552 99552 99552 SUPPORT. ORG. MGMT FEE 900099 25000 25000 25000 17872539 58270 0 916939 7725358 7725358 372106 119867 170345 81894 482872 326539 73714 82619 12092 8465 1487 2140 59505 38533 9929 11043 61013 32181 17217 11615 104457 104457 35146 35146 71290 71290 98760 98760 85248 85248 44290 23894 11085 9311 57475 31036 14369 12070 3137 1700 914 523 32306 7246 12012 13048 508 274 127 107 2858 1543 715 600 DUES & SUBSCRIPTIONS 20524 11083 5131 4310 STRATEGIC PLAN 16667 9000 4167 3500 STAFF TRAINING & RECRUI 10525 9149 1376 GENERAL PROGRAM EXPENSE 3157 3157 9299294 8623532 357734 318028 7161884 588814 632950 7217617 4092 3011 33331 26664 43611 39967 4152 3644 28140781 37167115 123503 67359 36100693 45074224 100949 118432 474783 318212 2185551 2042325 2761283 2478969 X 14464547 13136745 13403510 11443591 5471353 18014919 33339410 42595255 36100693 45074224 8573245 682600 0 X X 0 1 X 1 0 X 11604871 3665416 6189225 28794108 16897330 67150950 11604871 3665416 6189225 28794108 16897330 67150950 23780830 43370120 329095 335023 334053 476508 817387 2292066 69443016 185014 0.62450 0.69650 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 9299294 9299294 614965 153741 0 0 395565 352288 947806 614965 2310624 3465936 98891 88072 236952 153741 577656 866484 53 20 3271276 125667 5151059 56130 9273325 4703874 1 1 0 1 X 6055830 11601513 724086 366510 18014919 5909462 440645 294277 6055830 5483250 80957 641461 296206 5909462 5597047 209560 -34671 288686 5483250 5810643 50000 22559 286155 5597047 0.00000 0.93510 0.06490 0 0 43611 39967 3644 3644 INVESTMENTS - PUBLICLY TRADED SECURITIES 37167115 F 37167115 X PART IV, LINE 2B: AS OF JUNE 30, 2019, THE FOUNDATION MAINTAINED A TOTAL OF $2,042,325 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, 2019, THE FOUNDATION DOES NOT HAVE ANY SIGNIFICANT UNCERTAIN TAX POSITIONS FOR WHICH A RESERVE WOULD BE NECESSARY. 1 CFNV CHARITABLE REAL ESTATE FUND 3299 CLAREMONT WAY STE 2 NAPA CA 94558 010816065 501(C)(3) 25000 TO ASSIST WITH THE RENOVATIONS OF SUITE 1 BETA PSI FOUNDATION INC 1260 WINCHESTER PKWY SE SMYRNA GA 300806546 201217639 501(C)(3) 35000 FOR SUPPORT OF UNDERGRADUATE EDUCATIONAL SCHOLARSHIPS GUNILDA RIANDA SENIOR CENTER ASSOCIATION 1475 MAIN STREET ST HELENA CA 94574 202411077 501(C)(3) 20000 FOR GENERAL SUPPORT SPIRIT OF UNITY IN NAPA DBA PUERTAS ABIERTAS COMMUNITY RESOURCE CENTER PO BOX 3009 NAPA CA 94558 203126333 501(C)(3) 25500 FOR PARTICIPATION IN THE CITIZENSHIP LEGAL SERVICES (CLS) COLLABORATIVE THAT IS PART OF NAPA VALLEY COMMUNITY FOUNDATION'S ONE NAPA VALLEY INITIATIVE. THIS GRANT COVERS THE PERIOD FROM JULY 1, 2018 THROUGH JUNE 30, 2019 SILICON VALLEY COMMUNITY FOUNDATION 2440 W EL CAMINO REAL STE 300 MOUNTAIN VIEW CA 940401498 205205488 501(C)(3) 5000 FOR SUPPORT OF SCHOLARSHIPS PROVIDED BY THE PENINSULA REGENT FOUNDATION EDUCATIONAL GRANT PROGRAM QUEEN OF THE VALLEY HOSPITAL FOUNDATION 1000 TRANCAS STREET NAPA CA 94558 237081153 501(C)(3) 20000 FOR GENERAL SUPPORT. THIS GRANT WAS MADE POSSIBLE BY A CONTRIBUTION WE RECEIVED FROM JIM MAGGETTI COMMUNITY HEALTH CLINIC OLE DBA OLE HEALTH 1141 PEAR TREE LANE STE 100 NAPA CA 94558 237221695 501(C)(3) 10000 FOR GENERAL SUPPORT, IN RECOGNITION OF YOUR ORGANIZATION'S WORK IN RESPONSE TO THE OCTOBER 2017 WILDFIRES HUMANE SOCIETY OF NAPA COUNTY & SPCA INC PO BOX 695 NAPA CA 94559 237315010 501(C)(3) 95000 TO FUND THE SPECIAL PROJECTS COORDINATOR, TO SUPPORT OUTREACH EFFORT, TO HELP FUND THE NEW DEVELOPMENT DIRECTOR POSITION, AND FOR GENERAL SUPPORT COMMUNITY HEALTH INITIATIVE NAPA COUNTY INC 2140 JEFFERSON STREET STE D NAPA CA 94559 251924934 501(C)(3) 5000 FOR GENERAL SUPPORT, IN RECOGNITION OF YOUR ORGANIZATION'S WORK IN RESPONSE TO THE OCTOBER 2017 WILDFIRES CHILDREN'S AIDS ART PROGRAMME 100 SOUTH STREET STE 305 SAUSALITO CA 94965 260118652 501(C)(3) 10000 FOR GENERAL SUPPORT FRIENDS AND FOUNDATION ST HELENA PUBLIC LIBRARY PO BOX 171 ST HELENA CA 94574 263043296 501(C)(3) 5000 TO SUPPORT THE CHILDREN'S READING PROGRAM NAPA VALLEY VINE TRAIL COALITION 3299 CLAREMONT WAY STE 4 NAPA CA 94558 263426758 501(C)(3) 100000 FOR THE FUND-A-NEED (LOCO-MOTION 2019) AND THE BUILDING OF THE TRAIL. THIS GRANT WAS MADE POSSIBLE BY A CONTRIBUTION FROM AN ANONYMOUS DONOR NIMBUS ARTS 649 MAIN STREET ST HELENA CA 94574 271503762 501(C)(3) 79999 FOR GENERAL USE THE ALPHEIOS PROJECT LTD PO BOX 4302 NAPA CA 94558 272248757 501(C)(3) 99996 FOR GENERAL SUPPORT NAPALEARNS THE NAPA VALLEY PARTNERSHIP FOR 21ST CENTURY EDUCATION 2121 IMOLA AVENUE NAPA CA 94559 272705006 501(C)(3) 10000 FOR THE PROSPECT CREEK ACCELERATED MATH CHALLENGE GRANT NAPA COUNTY FARM BUREAU FOUNDATION 811 JEFFERSON STREET NAPA CA 94559 320188127 501(C)(3) 15000 FOR USE IN SUPPORT OF THE FOUNDATION'S PROJECTS NAPA VALLEY FARMWORKER FOUNDATION 1795 THIRD STREET NAPA CA 94559 364790851 501(C)(3) 86000 FOR THE HARVEST STOMP 2018 FUND-A-NEED, AND FOR SUPPORT OF THE FIELDS OF OPPORTUNITY SUMMER MENTOR AND APPRENTICE PROGRAM THROUGH JUNE 2020 MALI MEDICAL RELIEF FUND TREASURER MISSOULA MT 59801 452028309 501(C)(3) 5000 FOR GENERAL SUPPORT THE WELLNESS KITCHEN AND RESOURCE CENTER 1255 LAS TABLAS ROAD STE 102 TEMPLETON CA 93465 453545228 501(C)(3) 5000 FOR GENERAL OPERATING SUPPORT PITT HOPKINS RESEARCH FOUNDATION PO BOX 6257 PLYMOUTH MA 02362 460770142 501(C)(3) 5000 FOR GENERAL SUPPORT, IN MEMORY OF EDWIN B. STOKES 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 ONE PURPOSE SCHOOL 948 HOLLISTER AVENUE SAN FRANCISCO CA 94124 462936117 501(C)(3) 15000 FOR GENERAL SUPPORT UNION COLLEGE 3800 S 48TH STREET LINCOLN NE 68506 470405319 501(C)(3) 10000 FOR SUPPORT OF THE INTERNATIONAL RESCUE AND RELIEF PROGRAM, MALAWI SEMESTER 2019 NAPA MEDICAL RESEARCH FOUNDATION 3421 VILLA LANE STE 2C NAPA CA 94558 471567798 501(C)(3) 10000 FOR SUPPORT OF THE VINEYARD WORKER HEALTH PROGRAM. THIS GRANT WAS MADE POSSIBLE BY THE GENEROSITY OF MICHAEL AND PEPPER JACKSON FRANCISCO PARK CONSERVANCY PO BOX 475035 SAN FRANCISCO CA 941475035 471744588 501(C)(3) 1500000 FOR THE FRANCISCO PARK CONSTRUCTION FUND CALISTOGA JOINT UNIFIED SCHOOL DISTRICT 1520 LAKE STREET CALISTOGA CA 94515 521557245 GOVERNMENT AGENCY 16000 TO STRENGTHEN THE AVID PROGRAM, INCLUDING TEACHER TRAINING, COLLEGE VISITS AND THE PROVISION OF COLLEGE TUTORS THROUGH JUNE 2020 E4E RELIEF LLC 220 N TRYON STREET CHARLOTTE NC 28202 566047886 501(C)(3) 1650000 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 SCOPE OF WORK PRISON FELLOWSHIP MINISTRIES PO BOX 1550 MERRIFIELD VA 221161550 620988294 501(C)(3) 10000 FOR GENERAL SUPPORT NAPLES CHILDREN & EDUCATION FOUNDATION 999 VANDERBILT BEACH ROAD STE 300 NAPLES FL 34108 651001650 501(C)(3) 5000 TO SUPPORT THE FUND-A-NEED, BEAUTIFUL MINDS, A CHILDREN'S MENTAL HEALTH INITIATIVE CALISTOGA FIREFIGHTERS ASSOCIATION PO BOX 786 CALISTOGA CA 94515 680001300 501(C)(3) 433562 TO PURCHASE A TYPE 3 ENGINE NAPA VALLEY UNIFIED EDUCATIONAL FOUNDATION (FISCAL SPONSOR FOR LEGACY YOUTH 2425 JEFFERSON STREET NAPA CA 94558 680005743 501(C)(3) 29725 FOR FISCAL SPONSORSHIP OF THE LEGACY YOUTH PROJECT THROUGH JUNE 2020 NAPA VALLEY EDUCATIONAL FOUNDATION 2425 JEFFERSON STREET ROOM 105 NAPA CA 94558 680005743 501(C)(3) 13000 FOR THE MUSIC CONNECTION PROGRAM FOUNDATION FOR NAPA RECREATION 1850 SOSCOL AVENUE STE 201 NAPA CA 94559 680138358 501(C)(3) 5000 FOR THE PLAYGROUND FANTASTICO REDEVELOPMENT PROJECT OLE HEALTH FOUNDATION 1100 TRANCAS STREET STE 300 NAPA CA 94558 680149424 501(C)(3) 70000 RESTRICTED TO THE CAPITAL CAMPAIGN SUMMER SEARCH 101 HOWARD STREET STE 250 SAN FRANCISCO CA 94105 680200138 501(C)(3) 10000 FOR SUPPORT OF SUMMER SEARCH'S NAPA COUNTY PROGRAMS THROUGH JUNE 2020 SANTA ROSA COMMUNITY HEALTH 3569 ROUND BARN CIRCLE SANTA ROSA CA 95403 680365296 501(C)(3) 20000 FOR GENERAL SUPPORT, IN RECOGNITION OF YOUR ORGANIZATION'S WORK IN RESPONSE TO THE OCTOBER 2017 WILDFIRES COLLABRIA CARE 414 SOUTH JEFFERSON STREET NAPA CA 94559 680393144 501(C)(3) 8000 FOR GENERAL SUPPORT. THIS GRANT WAS MADE POSSIBLE BY A CONTRIBUTION WE RECEIVED FROM JIM MAGGETTI CHILD START INC 439 DEVLIN ROAD NAPA CA 94558 680442009 501(C)(3) 7500 FOR THE RAISING A READER PROGRAM ELIZABETH F GAMBLE GARDEN 1431 WAVERLEY STREET PALO ALTO CA 94301 770094213 501(C)(3) 25000 TO BE USED AS THE DIRECTORS SHALL DECIDE TEENS CONNECT 18 RIVERTON COURT NAPA CA 94558 821116184 501(C)(3) 5000 FOR THE FUND-A-NEED THE CLEAN CRUISER PROJECT 15150 MESA VIEW DRIVE FRIANT CA 93626 824736760 501(C)(3) 5000 FOR GENERAL EXPENSES ST JOHN'S COLLEGE - SANTA FE PO BOX 75905 BALTIMORE MD 212755905 850162247 501(C)(3) 20000 TO SUPPORT THE FREEING MINDS CAPITAL CAMPAIGN RESIDENCE XII 12029 113TH AVENUE NE KIRKLAND WA 98034 911093433 501(C)(3) 5000 FOR GENERAL SUPPORT SALVATION ARMY - NAPA CORPS 590 FRANKLIN STREET NAPA CA 94559 941156347 501(C)(3) 45500 FOR ONE-TIME CONSULTANT AND APPLICATION COSTS ASSOCIATED WITH OBTAINING STATE ACCREDITATION FOR WORKFORCE TRAINING PROGRAMS TO BUILD CAPACITY AND EXPAND VOCATIONAL TRAINING PROGRAMS FOR LOW-INCOME NAPA RESIDENTS UNIVERSITY OF SAN FRANCISCO 2130 FULTON STREET SAN FRANCISCO CA 94117 941156628 501(C)(3) 5000 FOR STUDENT LARRESE GOODEN, ID #20483858 FIRST UNITED METHODIST CHURCH OF NAPA 625 RANDOLPH STREET NAPA CA 94559 941265063 CHURCH 6000 FOR GENERAL SUPPORT PACIFIC UNION COLLEGE ONE ANGWIN AVENUE ANGWIN CA 94508 941279798 501(C)(3) 6000 FOR STUDENT ROBERT DIXON, ID# 337188 ALAMEDA BOYS AND GIRLS CLUB INC PO BOX 1069 ALAMEDA CA 94501 941312299 501(C)(3) 10000 FOR GENERAL SUPPORT THE LIGHTHOUSE FOR THE BLIND AND VISUALLY IMPAIRED 1155 MARKET STREET 10TH FLOOR SAN FRANCISCO CA 94103 941415317 501(C)(3) 500000 FOR SUPPORT OF ENCHANTED HILLS CAMP FOR PROGRAM AND OPERATIONS SUPPORT AND/OR REBUILDING PLANNED PARENTHOOD SHASTA-DIABLO DBA PLANNED PARENTHOOD NORTHERN CALIFORNIA 2185 PACHECO STREET CONCORD CA 94520 941575233 501(C)(3) 8000 FOR GENERAL OPERATING SUPPORT COPE FAMILY CENTER 707 RANDOLPH STREET NAPA CA 94559 942322399 501(C)(3) 5000 FOR GENERAL SUPPORT, IN RECOGNITION OF YOUR ORGANIZATION'S WORK IN RESPONSE TO THE OCTOBER 2017 WILDFIRES COMMUNITY RESOURCES FOR CHILDREN 3299 CLAREMONT WAY STE 1 NAPA CA 94558 942524785 501(C)(3) 9000 FOR SUPPORT OF THE ACTIVE MINDS SCHOOL READINESS PROGRAM THROUGH JUNE 2020 NEWS 1141 PEAR TREE LANE STE 220 NAPA CA 94558 942745889 501(C)(3) 5000 FOR GENERAL SUPPORT, IN RECOGNITION OF YOUR ORGANIZATION'S WORK IN RESPONSE TO THE OCTOBER 2017 WILDFIRES BRIDGE HOUSING CORPORATION 600 CALIFORNIA STREET STE 900 SAN FRANCISCO CA 94108 942827909 501(C)(3) 5100 FOR FUND-A-NEED CORPORATION OF THE FINE ARTS MUSEUMS 50 HAGIWARA TEA GARDEN DRIVE SAN FRANCISCO CA 941184501 943045948 501(C)(3) 10000 FOR THEIR 2019 ANNUAL SUPPORT REDWOOD COMMUNITY HEALTH COALITION 1310 REDWOOD WAY STE 135 PETALUMA CA 94954 943220029 501(C)(3) 20000 FOR GENERAL SUPPORT, IN RECOGNITION OF YOUR ORGANIZATION'S WORK IN RESPONSE TO THE OCTOBER 2017 WILDFIRES SONOMA ACADEMY 2500 FARMERS LANE SANTA ROSA CA 95404 943343174 501(C)(3) 10000 FOR SUPPORT OF THE FUND-A-NEED FOR "BIG NIGHT OUT" NAPA COUNTY OFFICE OF EDUCATION 2121 IMOLA AVENUE NAPA CA 94559 946002406 GOVERNMENT AGENCY 10000 FOR SUPPORT OF THE CONSTRUCTION TECHNOLOGY COURSE AT CAMILLE CREEK COMMUNITY SCHOOL THROUGH JUNE 2020 UC REGENTS UNIVERSITY OF CALIFORNIA DAVIS ONE SHIELDS AVENUE DAVIS CA 95616 946036494 501(C)(3) 5000 FOR GENERAL SUPPORT OF THE CENTER FOR EQUINE HEALTH UNIVERSITY OF CALIFORNIA BERKELEY FOUNDATION 2080 ADDISON STREET 4200 BERKELEY CA 947204200 946090626 501(C)(3) 5000 FOR THE CENTER FOR JEWISH STUDIES FOUNDATION TO BE USED FOR THE 2019 SUMMER STUDIES - FELLOWSHIP SUPPORT THACHER SCHOOL 5025 THACHER ROAD OJAI CA 93023 951642398 501(C)(3) 15000 FOR SUPPORT OF THE HEART OF CAMPUS PROJECT PACIFIC AVIATION MUSEUM PEARL HARBOR 319 LEXINGTON BLVD HONOLULU HI 96818 990337979 501(C)(3) 5000 TO SUPPORT THE RESTORATION OF THE FORD ISLAND CONTROL TOWER ELEVATOR NORTH VALLEY COMMUNITY FOUNDATION 240 MAIN STREET STE 260 CHICO CA 95928 680161455 501(C)(3) 20000 TO PROVIDE FINANCIAL ASSISTANCE TO VICTIMS OF THE CAMP FIRE IN NORTHERN CALIFORNIA ON THE MOVE 780 LINCOLN AVENUE NAPA CA 94558 753149095 501(C)(3) 249544 FOR STAFFING, RENT AND OPERATIONS FOR THE FIRE RECOVERY CENTER TO ASSIST PEOPLE WHO WERE AFFECTED BY THE OCTOBER 2017 NAPA FIRE COMPLEX FOR THE PERIOD JULY 1, 2018 THROUGH JUNE 30, 2019 UP VALLEY FAMILY CENTERS OF NAPA COUNTY 1440 SPRING STREET ST HELENA CA 94574 800023012 501(C)(3) 309963 TO SIGNIFICANTLY EXPAND EXISTING FINANCIAL SECURITY PROGRAMS AND CONNECT DISASTER-IMPACTED FAMILIES TO WORKFORCE DEVELOPMENT INITIATIVES IMMIGRATION INSTITUTE OF THE BAY AREA 1111 MARKET STREET 4TH FLOOR SAN FRANCISCO CA 94103 941156554 501(C)(3) 159000 FOR PARTICIPATION IN THE CITIZENSHIP LEGAL SERVICES (CLS) COLLABORATIVE THAT IS PART OF NAPA VALLEY COMMUNITY FOUNDATION'S ONE NAPA VALLEY INITIATIVE. THIS GRANT COVERS THE PERIOD FROM JULY 1, 2018 THROUGH JUNE 30, 2019 MENTIS 709 FRANKLIN STREET NAPA CA 94559 941236934 501(C)(3) 34500 TO PROVIDE ADDITIONAL MENTAL HEALTH TREATMENT AND SUPPORT TO PEOPLE IN NAPA COUNTY AFFECTED BY THE NAPA FIRE COMPLEX THROUGH JUNE 30, 2019 ALDEA INC PO BOX 841 NAPA CA 94559 942159248 501(C)(3) 10000 FOR GENERAL SUPPORT, IN RECOGNITION OF YOUR ORGANIZATION'S WORK IN RESPONSE TO THE OCTOBER 2017 WILDFIRES NAPA COUNTY LAND TRUST DBA LAND TRUST OF NAPA COUNTY 1700 SOSCOL AVENUE STE 20 NAPA CA 94559 942315096 501(C)(3) 725000 FOR THE PUC FOREST PROTECTION PROJECT, TO PURCHASE AN EASEMENT COVERING NEARLY 900 ACRES BAY AREA COMMUNITY RESOURCES (FISCAL SPONSOR FOR NAPA VALLEY COMMUNITY ORGA 171 CARLOS DRIVE SAN RAFAEL CA 94903 942346815 501(C)(3) 134084 FOR FISCAL SPONSORSHIP OF THE NAPA VALLEY COMMUNITY ORGANIZATIONS ACTIVE IN DISASTER (COAD) CORSTONE 8 MARKET PLACE STE 300 BALTIMORE MD 21202 942393629 501(C)(3) 10000 FOR GENERAL SUPPORT AUCTION NAPA VALLEY PO BOX 141 ST HELENA CA 94574 942702203 501(C)(3) 110000 FOR THE 2018 FUND THE FUTURE AIM HIGH FOR HIGH SCHOOL DBA AIM HIGH PO BOX 410715 SAN FRANCISCO CA 941410715 943296338 501(C)(3) 30000 FOR SUPPORT OF THE NAPA AIM HIGH 2019 SUMMER PROGRAM DI ROSA PRESERVE 5200 SONOMA HWY 121 NAPA CA 94559 943367956 501(C)(3) 40000 FOR THE DI ROSA'S FUTURE'S FUND THE UC DAVIS FOUNDATION ONE SHIELDS AVENUE DAVIS CA 956165270 946081352 501(C)(3) 15000 TO SUPPORT THE HURLEY AND THELMA COUCHMAN SCHOLARSHIP FUND, FUND# 324068 10000 DEGREES 1650 LOS GAMOS DRIVE STE 110 SAN RAFAEL CA 94903 953667812 501(C)(3) 112000 TO EXPAND THE COMMUNITY COLLEGE SUCCESS PROGRAM IN NAPA COUNTY THROUGH JUNE 2020 NAPA VALLEY UNIFIED SCHOOL DISTRICT 2425 JEFFERSON STREET NAPA CA 94558 PUBLIC SCHOOL 20000 TO STRENGTHEN THE AVID PROGRAM, INCLUDING TEACHER TRAINING, COLLEGE VISITS AND PARENT ENGAGEMENT ACTIVITIES THROUGH JUNE 2020 CITY OF NAPA PARKS AND RECREATION SERVICES DEPARTMENT 1850 SOSCOL AVENUE STE 201 NAPA CA 94559 GOVERNMENT AGENCY 19180 TO PURCHASE MATERIALS TO IMPROVE THE DRAINAGE CULVERTS IN THE UPPER AREAS OF THE PARK, TO IMPROVE PEDESTRIAN ACCESS TO THE PARK BY ADDING ALTERNATE SURFACE TRAILS, AND TO REPLACE WORN AND DAMAGED BENCHES FIRST PRESBYTERIAN CHURCH OF ST HELENA 1428 SPRING STREET ST HELENA CA 94574 CHURCH 12000 FOR GENERAL SUPPORT BAIRD DRISKELL COMMUNITY PLANNING 2635 BENVENUE AVENUE BERKELEY CA 94704 260370 TO CONDUCT RESEARCH, GATHER DATA AND COORDINATE WITH JURISDICTIONS AND DEVELOP ADU REPORTS AND MATERIALS PER THE MUTUALLY AGREED UPON SCOPE OF WORK LOMA VISTA ENVIRONMENTAL SCIENCE ACADEMYRAINIER STREET VALLEJO CA 9458 146 RAINIER STREET VALLEJO CA 94589 PUBLIC SCHOOL 10000 TO PROVIDE ELECTRONIC TABLETS AND ASSOCIATED SUPPORT EQUIPMENT FOR CLASSES CALIFORNIA STATE UNIVERSITY SONOMA 1801 E COTATI AVENUE ROHNERT PARK CA 949283609 PUBLIC SCHOOL 10000 FOR THE WINE INDUSTRY SCHOLARS PROGRAM (WISP) TO ESTABLISH A SCHOLARSHIP THAT WILL SUPPORT A STUDENT SELECTED TO BE THE SILVERADO WINEGROWERS WINE INDUSTRY SCHOLAR GRACE EPISCOPAL CHURCH 1314 SPRING STREET ST HELENA CA 94574 CHURCH 5000 FOR SUPPORT OF THE HAITI YOUTH TRIP BRET HARTE ELEMENTARY SCHOOL 1035 GILMAN AVENUE SAN FRANCISCO CA 94124 PUBLIC SCHOOL 5000 FOR USE BY TEACHERS TO AID IN CLASSROOM INSTRUCTION UC REGENTS UNIVERSITY OF CALIFORNIA BERKELEY 16 SPROUL HALL 1960 BERKELEY CA 947201960 PUBLIC SCHOOL 5000 FOR THE GREATER GOOD SCIENCE CENTER TO BE USED FOR SCHOLARSHIPS FOR THE SUMMER INSTITUTE FOR EDUCATORS VINTAGE HIGH SCHOOL 1375 TROWER AVENUE NAPA CA 94558 PUBLIC SCHOOL 5000 FOR SUPPORT OF THE CHORAL PROGRAM NAPA VALLEY UNIFIED SCHOOL DISTRICT 2425 JEFFERSON STREET NAPA CA 94558 PUBLIC SCHOOL 15000 TO SUPPORT THE IMPLEMENTATION AND GROWTH OF THE AVID PROGRAM THROUGH JUNE 2019, INCLUDING ADMINISTRATION AND TEACHER TRAINING, MATERIALS, PARENT ENGAGEMENT AND COLLEGE FIELD TRIPS 73 14 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 1 0 TERENCE MULLIGAN PRESIDENT 200244 0 16667 0 13333 0 6907 0 16285 0 253436 0 0 0 PART I, LINE 7 EMPLOYEES RECEIVE BONUSES ACCORDING TO THE BOARD APPROVED INCENTIVE COMPENSATION STRATEGY BASED ON OPERATING SURPLUS AND POSITION. PART I, LINE 8 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 $26,664 AS OF 6/30/2019. 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. TERENCE MULLIGAN PRESIDENT RELOCATION X 200000 26664 0 1 1 26664 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 $26,664 AS OF 6/30/2019. 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 11 1921261 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 A 694 CASH CFNV CHARITABLE REAL ESTATE FUND B 73303 CASH