THE E RICHARD JONES FAMILY FOUNDATION: Form 990PF, tax year 2019

View the entire original 990 at ProPublica ↗

Organization: THE E RICHARD JONES FAMILY FOUNDATION (EIN 94-3288860)
Tax period: 2019-01-01 to 2019-12-31
Filed: 2020-11-06
IRS object ID: 202023119349100782
Schema version: 2019v5.1
Source: Download XML · Original 990 at ProPublica

Every field in the e-filed return. Faint text is the IRS element name, for citing.

Return header
Form 990-PF
Schedule B
Accounting Fees Schedule
Investments Corp Bonds Schedule
Investments Corp Stock Schedule
Investments Other Schedule2
Legal Fees Schedule
Other Expenses Schedule
Other Income Schedule2
Other Increases Schedule
Taxes Schedule

Return header ReturnHeader

Field	Value	IRS element (for citing)
Return	2020-11-06T17:12:42-06:00	ReturnTs
Tax Period End	2019-12-31	TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

Field	Value	IRS element (for citing)
Preparer Firm EIN	941341042	PreparerFirmEIN

Preparer Firm Name PreparerFirmName

Field	Value	IRS element (for citing)
Business Name Line1	FRANK RIMERMAN & CO LLP	BusinessNameLine1Txt

Preparer US Address PreparerUSAddress

Field	Value	IRS element (for citing)
Address Line1	ONE EMBARCADERO CENTER SUITE 2410	AddressLine1Txt
City	SAN FRANCISCO	CityNm
State Abbreviation	CA	StateAbbreviationCd
ZIP	94111	ZIPCd

Field	Value	IRS element (for citing)
Return Type	990PF	ReturnTypeCd
Tax Period Begin	2019-01-01	TaxPeriodBeginDt

Filer Filer

Field	Value	IRS element (for citing)
EIN	943288860	EIN

Business Name BusinessName

Field	Value	IRS element (for citing)
Business Name Line1	E RICHARD JONES FAMILY FOUNDATION	BusinessNameLine1Txt
Business Name Line2	MR E RICHARD JONES	BusinessNameLine2Txt

Field	Value	IRS element (for citing)
Business Name Control	ERIC	BusinessNameControlTxt
Phone	7079420467	PhoneNum

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	PO BOX 352	AddressLine1Txt
City	CALISTOGA	CityNm
State Abbreviation	CA	StateAbbreviationCd
ZIP	94515	ZIPCd

Business Officer BusinessOfficerGrp

Field	Value	IRS element (for citing)
Person	E RICHARD JONES	PersonNm
Person Title	DIRECTOR	PersonTitleTxt
Phone	7079420467	PhoneNum
Signature	2020-10-30	SignatureDt
Discuss With Paid Preparer	Yes (1)	DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

Field	Value	IRS element (for citing)
Preparer Person	JASMINE BERJIKLY	PreparerPersonNm
PTIN	P00537258	PTIN
Phone	4154391144	PhoneNum
Preparation	2020-10-30	PreparationDt

Filing Security Information FilingSecurityInformation

IP Address IPAddress

Field	Value	IRS element (for citing)
I Pv4 Address	4.35.164.230	IPv4AddressTxt

Field	Value	IRS element (for citing)
IP	2020-10-30	IPDt
IP Tm	09:10:14	IPTm
IP Timezone	PD	IPTimezoneCd
Filing License Type	P	FilingLicenseTypeCd
At Submission Creation Device Id	8268CE1028EE84FB6BBAFBA7AF3F2D37E5E5889E	AtSubmissionCreationDeviceId
At Submission Filing Device Id	9C544324B5413B02EACCA8CCA4F42F6A1C89D8EF	AtSubmissionFilingDeviceId

Field	Value	IRS element (for citing)
Tax	2019	TaxYr
Build TS	2021-04-22 16:20:28Z	BuildTS

Form 990-PF IRS990PF

Field	Value	IRS element (for citing)
Organization501c3 Exempt PF	Yes (X)	Organization501c3ExemptPFInd
FMV Assets EOY	$5,860,465	FMVAssetsEOYAmt
Method Of Accounting Cash	Yes (X)	MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

Field	Value	IRS element (for citing)
Contri Rcvd Rev And Expnss	$250,071	ContriRcvdRevAndExpnssAmt
Dividends Rev And Expnss	$132,876	DividendsRevAndExpnssAmt
Dividends Net Invst Incm	$132,876	DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss	$78,559	NetGainSaleAstRevAndExpnssAmt
Gross Sales Price	$568,713	GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm	$78,559	CapGainNetIncmNetInvstIncmAmt
Other Income Rev And Expnss	$23,194	OtherIncomeRevAndExpnssAmt
Other Income Net Invst Incm	$23,194	OtherIncomeNetInvstIncmAmt
Total Rev And Expnss	$484,700	TotalRevAndExpnssAmt
Total Net Invst Incm	$234,629	TotalNetInvstIncmAmt
Comp Ofcr Dir Trst Rev And Expnss	$25,000	CompOfcrDirTrstRevAndExpnssAmt
Comp Ofcr Dir Trst Net Invst Incm	$12,500	CompOfcrDirTrstNetInvstIncmAmt
Comp Ofcr Dir Trst Dsbrs Chrtbl	$12,500	CompOfcrDirTrstDsbrsChrtblAmt
Pension Empl Bnft Rev And Expnss	$6,666	PensionEmplBnftRevAndExpnssAmt
Pension Empl Bnft Net Invst Incm	$3,333	PensionEmplBnftNetInvstIncmAmt
Pension Empl Bnft Dsbrs Chrtbl	$3,333	PensionEmplBnftDsbrsChrtblAmt
Legal Fees Rev And Expnss	$253	LegalFeesRevAndExpnssAmt
Legal Fees Net Invst Incm	$127	LegalFeesNetInvstIncmAmt
Legal Fees Dsbrs Chrtbl	$127	LegalFeesDsbrsChrtblAmt
Accounting Fees Rev And Expnss	$6,750	AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm	$3,375	AccountingFeesNetInvstIncmAmt
Accounting Fees Chrtbl Prps	$3,375	AccountingFeesChrtblPrpsAmt
Taxes Rev And Expnss	$9,289	TaxesRevAndExpnssAmt
Taxes Net Invst Incm	$965	TaxesNetInvstIncmAmt
Taxes Dsbrs Chrtbl	$965	TaxesDsbrsChrtblAmt
Other Expenses Rev And Expnss	$15,010	OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm	$14,973	OtherExpensesNetInvstIncmAmt
Other Expenses Dsbrs Chrtbl	$0	OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss	$62,968	TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm	$35,273	TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl	$20,300	TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss	$495,500	ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl	$495,500	ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss	$558,468	TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm	$35,273	TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl	$515,800	TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses	-$73,768	ExcessRevenueOverExpensesAmt
Net Investment Income	$199,356	NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

Field	Value	IRS element (for citing)
Sav And Temp Cash Invst BOY	$324,083	SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY	$412,128	SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV	$412,128	SavAndTempCashInvstEOYFMVAmt
Corporate Stock BOY	$2,629,535	CorporateStockBOYAmt
Corporate Stock EOY	$3,072,413	CorporateStockEOYAmt
Corporate Stock EOYFMV	$3,072,413	CorporateStockEOYFMVAmt
Corporate Bonds BOY	$1,600,382	CorporateBondsBOYAmt
Corporate Bonds EOY	$1,660,163	CorporateBondsEOYAmt
Corporate Bonds EOYFMV	$1,660,163	CorporateBondsEOYFMVAmt
Other Investments BOY	$679,747	OtherInvestmentsBOYAmt
Other Investments EOY	$715,761	OtherInvestmentsEOYAmt
Other Investments EOYFMV	$715,761	OtherInvestmentsEOYFMVAmt
Total Assets BOY	$5,233,747	TotalAssetsBOYAmt
Total Assets EOY	$5,860,465	TotalAssetsEOYAmt
Total Assets EOYFMV	$5,860,465	TotalAssetsEOYFMVAmt
Total Liabilities BOY	$0	TotalLiabilitiesBOYAmt
Total Liabilities EOY	$0	TotalLiabilitiesEOYAmt
Organization Follows FASB117	Yes (X)	OrganizationFollowsFASB117Ind
No Donor Rstr Net Assests BOY	$5,233,747	NoDonorRstrNetAssestsBOYAmt
No Donor Rstr Net Assests EOY	$5,860,465	NoDonorRstrNetAssestsEOYAmt
Tot Net Ast Or Fund Balances BOY	$5,233,747	TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY	$5,860,465	TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY	$5,233,747	TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY	$5,860,465	TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

Field	Value	IRS element (for citing)
Tot Net Ast Or Fund Balances BOY	$5,233,747	TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses	-$73,768	ExcessRevenueOverExpensesAmt
Other Increases	$700,486	OtherIncreasesAmt
Subtotal	$5,860,465	SubtotalAmt
Other Decreases	$0	OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY	$5,860,465	TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)

PropertyPropertyDesc	How AcquiredHowAcquiredCd	AcquiredAcquiredDt	SoldSoldDt	Gross Sales PriceGrossSalesPriceAmt	Cost Or Other BasisCostOrOtherBasisAmt	Gain Or LossGainOrLossAmt	Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt
PUBLICLY TRADED SECURITIES	P	2019-01-01	2019-12-31	$20,262	$19,310	$952	$952
PUBLICLY TRADED SECURITIES	P	2019-01-01	2019-12-31	$548,451	$470,844	$77,607	$77,607

Field	Value	IRS element (for citing)
Capital Gain Net Income	$78,559	CapitalGainNetIncomeAmt

Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp

Field	Value	IRS element (for citing)
Liable Section4942 Tax	0	LiableSection4942TaxInd
Adjusted Qlfy Distri Yr1	$771,997	AdjustedQlfyDistriYr1Amt
Net Vl Noncharitable Assets Yr1	$5,866,708	NetVlNoncharitableAssetsYr1Amt
Distribution Yr1	0.131589	DistributionYr1Rt
Adjusted Qlfy Distri Yr2	$565,158	AdjustedQlfyDistriYr2Amt
Net Vl Noncharitable Assets Yr2	$6,214,442	NetVlNoncharitableAssetsYr2Amt
Distribution Yr2	0.090943	DistributionYr2Rt
Adjusted Qlfy Distri Yr3	$473,366	AdjustedQlfyDistriYr3Amt
Net Vl Noncharitable Assets Yr3	$5,511,403	NetVlNoncharitableAssetsYr3Amt
Distribution Yr3	0.085888	DistributionYr3Rt
Adjusted Qlfy Distri Yr4	$401,721	AdjustedQlfyDistriYr4Amt
Net Vl Noncharitable Assets Yr4	$5,718,947	NetVlNoncharitableAssetsYr4Amt
Distribution Yr4	0.070244	DistributionYr4Rt
Adjusted Qlfy Distri Yr5	$393,712	AdjustedQlfyDistriYr5Amt
Net Vl Noncharitable Assets Yr5	$6,066,893	NetVlNoncharitableAssetsYr5Amt
Distribution Yr5	0.064895	DistributionYr5Rt
Total Distribution	0.443559	TotalDistributionRt
Average Distribution	0.088712	AverageDistributionRt
Net Vl Noncharitable Assets	$5,448,889	NetVlNoncharitableAssetsAmt
Adj Net Vl Noncharitable Assets	$483,382	AdjNetVlNoncharitableAssetsAmt
Net Investment Income Pct	$1,994	NetInvestmentIncomePctAmt
Adj Nonchrtbl Net Invst Incm Pct	$485,376	AdjNonchrtblNetInvstIncmPctAmt
Qualifying Distributions	$515,800	QualifyingDistributionsAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

Field	Value	IRS element (for citing)
Domestic Org Meeting Sect4940e	Yes (X)	DomesticOrgMeetingSect4940eInd
Investment Income Excise Tax	$1,994	InvestmentIncomeExciseTaxAmt
Tax Under Section511	$0	TaxUnderSection511Amt
Subtotal	$1,994	SubtotalAmt
Subtitle A Tax	$0	SubtitleATaxAmt
Tax Based On Investment Income	$1,994	TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx	$6,500	EstimatedPlusOvpmtIncmTxAmt
Extsn Request Income Tax Paid	$0	ExtsnRequestIncomeTaxPaidAmt
Backup Withholding Withheld	$0	BackupWithholdingWithheldAmt
Total Payments And Credits	$6,500	TotalPaymentsAndCreditsAmt
Es Penalty	$0	EsPenaltyAmt
Overpayment	$4,506	OverpaymentAmt
Applied To ES Tax	$4,506	AppliedToESTaxAmt
Refund	$0	RefundAmt

Statements Regarding Acty StatementsRegardingActyGrp

Field	Value	IRS element (for citing)
Legislative Political Acty	0	LegislativePoliticalActyInd
More Than100 Spent	0	MoreThan100SpentInd
Form1120 POL Filed	0	Form1120POLFiledInd
Section4955 Organization Tax	$0	Section4955OrganizationTaxAmt
Section4955 Managers Tax	$0	Section4955ManagersTaxAmt
Tax Reimbursed	$0	TaxReimbursedAmt
Activities Not Previously Rpt	0	ActivitiesNotPreviouslyRptInd
Changes To Articles Or Bylaws	0	ChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over Limit	0	UnrelatedBusIncmOverLimitInd
Organization Dissolved Etc	0	OrganizationDissolvedEtcInd
Section508e Rqr Satisfied	0	Section508eRqrSatisfiedInd
At Least5000 In Assets	Yes (1)	AtLeast5000InAssetsInd
Org Report Or Register State	CA	OrgReportOrRegisterStateCd
Form990 PF Filed With Atty Gen	Yes (1)	Form990PFFiledWithAttyGenInd
Private Operating Foundation	0	PrivateOperatingFoundationInd
New Substantial Contributors	0	NewSubstantialContributorsInd
Own Controlled Entity	0	OwnControlledEntityInd
Donor Advised Fund	0	DonorAdvisedFundInd
Comply With Public Insp Rqr	Yes (1)	ComplyWithPublicInspRqrInd
Website Address	N/A	WebsiteAddressTxt

Persons With Books Name PersonsWithBooksName

Field	Value	IRS element (for citing)
Business Name Line1	E RICHARD JONES	BusinessNameLine1Txt

Field	Value	IRS element (for citing)
Phone	7079420467	PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

Field	Value	IRS element (for citing)
Address Line1	PO BOX 352	AddressLine1Txt
City	CALISTOGA	CityNm
State Abbreviation	CA	StateAbbreviationCd
ZIP	94515	ZIPCd

Field	Value	IRS element (for citing)
Foreign Accounts Question	0	ForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

Field	Value	IRS element (for citing)
Sale Or Exch Disqualified Prsn	0	SaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified Prsn	0	BrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified Prsn	0	FurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified Prsn	0	PayCompDisqualifiedPrsnInd
Transfer Ast Disqualified Prsn	0	TransferAstDisqualifiedPrsnInd
Payment To Government Official	0	PaymentToGovernmentOfficialInd
Uncorrected Prior Acts	0	UncorrectedPriorActsInd
Undistributed Income PY	0	UndistributedIncomePYInd
Business Holdings	0	BusinessHoldingsInd
Jeopardy Investments	0	JeopardyInvestmentsInd
Uncorrected PY Jeopardy Invst	0	UncorrectedPYJeopardyInvstInd
Influence Legislation	0	InfluenceLegislationInd
Influence Election	0	InfluenceElectionInd
Grants To Individuals	0	GrantsToIndividualsInd
Grants To Organizations	0	GrantsToOrganizationsInd
Noncharitable Purpose	0	NoncharitablePurposeInd
Rcv Fnds To Pay Prsnl Bnft Cntrct	0	RcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft Cntrct	0	PayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter Trans	0	ProhibitedTaxShelterTransInd
Subj To Tax Rmnrtn Ex Prcht Pymt	0	SubjToTaxRmnrtnExPrchtPymtInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (3 entries)

Address Line1USAddress/AddressLine1Txt	CityUSAddress/CityNm	State AbbreviationUSAddress/StateAbbreviationCd	ZIPUSAddress/ZIPCd	TitleTitleTxt	Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt	CompensationCompensationAmt	Employee Benefit ProgramEmployeeBenefitProgramAmt	Expense Account Other AllwncExpenseAccountOtherAllwncAmt
E RICHARD JONES
PO BOX 352	CALISTOGA	CA	94515	DIRECTOR	1.00	$0	$0	$0
HEATHER MELVIN
PO BOX 352	CALISTOGA	CA	94515	VICE PRESIDENT	1.00	$0	$0	$0
STEPHANIE BAILEY
PO BOX 352	CALISTOGA	CA	94515	VICE PRESIDENT	20.00	$25,000	$6,666	$0

Field	Value	IRS element (for citing)
Comp Of Hghst Pd Empl Or NONE	NONE	CompOfHghstPdEmplOrNONETxt
Other Employee Paid Over50k	0	OtherEmployeePaidOver50kCnt
Comp Of Hghst Pd Cntrct Or NONE	NONE	CompOfHghstPdCntrctOrNONETxt
Contractor Paid Over50k	0	ContractorPaidOver50kCnt

Sum Of Program Related Invst SumOfProgramRelatedInvstGrp

Field	Value	IRS element (for citing)
Total	$0	TotalAmt

Minimum Investment Return MinimumInvestmentReturnGrp

Field	Value	IRS element (for citing)
Average Monthly FMV Of Sec	$5,396,709	AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances	$135,158	AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast	$0	FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets	$5,531,867	TotalFMVOfUnusedAssetsAmt
Reduction Claimed	$0	ReductionClaimedAmt
Acquisition Indebtedness	$0	AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast	$5,531,867	AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable	$82,978	CashDeemedCharitableAmt
Net Vl Noncharitable Assets	$5,448,889	NetVlNoncharitableAssetsAmt
Minimum Investment Return	$272,444	MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

Field	Value	IRS element (for citing)
Minimum Investment Return	$272,444	MinimumInvestmentReturnAmt
Tax Based On Investment Income	$1,994	TaxBasedOnInvestmentIncomeAmt
Total Tax	$1,994	TotalTaxAmt
Distributable Before Adj	$270,450	DistributableBeforeAdjAmt
Recoveries Qualfied Distri	$0	RecoveriesQualfiedDistriAmt
Distributable Before Ded	$270,450	DistributableBeforeDedAmt
Deduction From Distributable	$0	DeductionFromDistributableAmt
Distributable As Adjusted	$270,450	DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

Field	Value	IRS element (for citing)
Expenses And Contributions	$515,800	ExpensesAndContributionsAmt
Program Related Invst Total	$0	ProgramRelatedInvstTotalAmt
Qualifying Distributions	$515,800	QualifyingDistributionsAmt
Pct Sect4940e Org Net Invst Incm	$1,994	PctSect4940eOrgNetInvstIncmAmt
Adjusted Qualifying Distri	$513,806	AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

Field	Value	IRS element (for citing)
Distributable As Adjusted	$270,450	DistributableAsAdjustedAmt
Undistributed Income PY	$0	UndistributedIncomePYAmt
Total For Prior Years	$0	TotalForPriorYearsAmt
Excess Distribution Cyov Yr5	$94,915	ExcessDistributionCyovYr5Amt
Excess Distribution Cyov Yr4	$124,728	ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr3	$201,110	ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr2	$259,198	ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1	$489,334	ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov	$1,169,285	TotalExcessDistributionCyovAmt
Qualifying Distributions	$515,800	QualifyingDistributionsAmt
Applied To Year1	$0	AppliedToYear1Amt
Applied To Prior Years	$0	AppliedToPriorYearsAmt
Treated As Distri From Corpus	$0	TreatedAsDistriFromCorpusAmt
Applied To Current Year	$270,450	AppliedToCurrentYearAmt
Remaining Distri From Corpus	$245,350	RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus	$0	ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY	$0	ExcessDistributionCyovAppCYAmt
Total Corpus	$1,414,635	TotalCorpusAmt
Prior Year Undistributed Incm	$0	PriorYearUndistributedIncmAmt
Prior Year Deficiency Or Tax	$0	PriorYearDeficiencyOrTaxAmt
Taxable1	$0	Taxable1Amt
Taxable2	$0	Taxable2Amt
Undistributed Income CY	$0	UndistributedIncomeCYAmt
Corpus Distri170b1 E Or4942g3	$0	CorpusDistri170b1EOr4942g3Amt
Excess Distri Cyov From Yr5	$94,915	ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr	$1,319,720	ExcessDistriCyovToNextYrAmt
Excess From Year4	$124,728	ExcessFromYear4Amt
Excess From Year3	$201,110	ExcessFromYear3Amt
Excess From Year2	$259,198	ExcessFromYear2Amt
Excess From Year1	$489,334	ExcessFromYear1Amt
Excess From Current Year	$245,350	ExcessFromCurrentYearAmt

Supplementary Information SupplementaryInformationGrp

Application Submission Info ApplicationSubmissionInfoGrp

Field	Value	IRS element (for citing)
Recipient Person	STEPHANIE BAILEY	RecipientPersonNm

Recipient US Address RecipientUSAddress

Field	Value	IRS element (for citing)
Address Line1	PO 352	AddressLine1Txt
City	CALISTOGA	CityNm
State Abbreviation	CA	StateAbbreviationCd
ZIP	94515	ZIPCd

Field	Value	IRS element (for citing)
Recipient Phone	7079420467	RecipientPhoneNum
Form And Info And Materials	SUBMIT FOR INITIAL REVIEW A MAXIMUM OF TWO PAGES DESCRIBING THE ORGANIZATION AND THE PROGRAM TO BE SUPPORTED.	FormAndInfoAndMaterialsTxt
Submission Deadlines	NONE	SubmissionDeadlinesTxt
Restrictions On Awards	GRANTS ARE LIMITED TO 501(C)3 ORGANIZATIONS LOCATED IN THE BAY AREA THAT ASSIST INDIVIDUALS IN CHANGING THEIR LIVES AND BECOMING SELF SUFFICIENT.	RestrictionsOnAwardsTxt

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (32 entries)

Address Line1RecipientUSAddress/AddressLine1Txt	CityRecipientUSAddress/CityNm	State AbbreviationRecipientUSAddress/StateAbbreviationCd	ZIPRecipientUSAddress/ZIPCd	Recipient RelationshipRecipientRelationshipTxt	Recipient Foundation StatusRecipientFoundationStatusTxt	Grant Or Contribution PurposeGrantOrContributionPurposeTxt	AmtAmt
AIM HIGH
2030 HARRISON STREET	SAN FRANCISCO	CA	94110	N/A	PC	EDUCATION	$27,500
AUCTION NAPA VALLEY
1475 LIBRARY LANE	ST HELENA	CA	94574	N/A	PC	YOUTH AND HEALTH	$50,000
BOYS AND GIRLS CLUB OF ST HELENA
1420 TAINTER STREET	ST HELENA	CA	94574	N/A	PC	EDUCATION	$60,000
BROWN UNIVERSITY
BOX 1877 1 PROSPECT STREET	PROVIDENCE	RI	029129939	N/A	PC	EDUCATION	$15,000
BURKE'S SCHOOL
7070 CALIFORNIA STREET	SAN FRANCISCO	CA	94121	N/A	PC	EDUCATION	$75,500
CALIFORNIA PACIFIC MEDICAL CENTER FOUNDATION
2015 STEINER STREET	SAN FRANCISCO	CA	94115	N/A	PC	HEALTH	$2,500
CAREY SCHOOL
1 CAREY SCHOOL LANE	SAN MATEO	CA	94403	N/A	PC	HEALTH	$54,000
CINCO DE MAYO GOLF
1889 W ZINFANDEL LANE	ST HELENA	CA	94574	N/A	PC	FARMWORKER HOUSING	$500
COMMON SENSE MEDIA
650 TOWNSEND SUITE 435	SAN FRANCISCO	CA	94103	N/A	PC	EDUCATION	$1,000
COMMUNITY HEALTH INITIATIVE
2160 JEFFERSON STREET SUITE D	NAPA	CA	94559	N/A	PC	EDUCATION	$20,000
CRYSTAL SPRINGS UPLANDS SCHOOL
400 UPLANDS DRIVE	HILLSBOROUGH	CA	94010	N/A	PC	EDUCATION	$12,500
DUNN SCHOOL
2555 W HIGHWAY 154	LOS OLIVOS	CA	93441	N/A	PC	EDUCATION	$15,000
ENTERPRISE FOR YOUTH
200 PINE STREET 6TH FLOOR	SAN FRANCISCO	CA	94104	N/A	PC	YOUTH	$1,000
FESTIVAL NAPA VALLEY
1030 SEIMINARY STREET SUITE C	NAPA	CA	94559	N/A	PC	ARTS	$5,000
IMMIGRATION INSTITUTE OF BAY AREA--NAPA
1111 MARKET STREET 4TH FLOOR	SAN FRANCISCO	CA	94103	N/A	PC	HUMAN SERVICES	$1,000
LAND TRUST OF NAPA COUNTY
1700 SOSCOL AVE SUITE 20	NAPA	CA	94559	N/A	PC	LAND PRESERVATION	$1,000
LIFEMOVES
181 CONSTITUTION DR	MENLO PARK	CA	94025	N/A	PC	HUMAN SERVICES	$500
MENTIS
709 FRANKLIN STREET	NAPA	CA	94559	N/A	PC	HEALTH	$15,000
NAPA COMMUNITIES FIREWISE FOUNDATION
PO BOX 440B	ST HELENA	CA	94557	N/A	PC	OUTDOORS	$10,000
NAPA VALLEY VINE TRAIL
3299 CLARMONT WAY SUITE 4	NAPA	CA	94558	N/A	PC	OUTDOORS	$10,000
NATIONAL MS SOCIETY
PO BOX 4527	NEW YORK	NY	10163	N/A	PC	HEALTH	$1,000
NIMBUS ARTS
649 MAIN STREET	ST HELENA	CA	94574	N/A	PC	ARTS	$5,000
OLE HEALTH
1141 PEAR STREET	NAPA	CA	94558	N/A	PC	EDUCATION	$30,000
PRINCETON UNIVERSITY
PO BOX 5357	PRINCETON	NJ	084535357	N/A	PC	HUMAN SERVICES	$5,000
PUERTIAS ABIERTAS
952 NAPA STREET	NAPA	CA	94558	N/A	PC	HUMAN SERVICES	$1,000
RED CROSS
431 18TH ST NW	WASHINGTON	DC	20006	N/A	PC	DISASTER RELIEF	$5,000
SF ZOO
1 ZOO ROAD	SAN FRANCISCO	CA	94132	N/A	PC	ANIMALS EDUCATION	$1,000
ST HELENA FARMERS MARKET
PO BOX 70	ST HELENA	CA	94574	N/A	PC	HEALTH	$2,500
ST HELENA HOSPITAL FOUNDATION
10 WOODLAND ROAD	ST HELENA	CA	94574	N/A	PC	HEALTH	$1,000
STANFORD GRADUATE SCHOOL OF BUSINESS
326 GALVEZ STREET	STANFORD	CA	94305	N/A	PC	EDUCATION	$20,000
UPVALLEY FAMILY CENTER
1440 SPRING STREET	ST HELENA	CA	94574	N/A	PC	EDUCATION	$27,000
V FOUNDATION
106 TOWERVIEW COURT	CAREY	NC	27513	N/A	PC	EDUCATION	$20,000

Field	Value	IRS element (for citing)
Total Grant Or Contri Pd Dur Yr	$495,500	TotalGrantOrContriPdDurYrAmt
Total Grant Or Contri Apprv Fut	$0	TotalGrantOrContriApprvFutAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp

Field	Value	IRS element (for citing)
Exclusion	14	ExclusionCd
Exclusion	$132,876	ExclusionAmt

Other Investment Incm Part VII OtherInvestmentIncmPartVIIGrp

Field	Value	IRS element (for citing)
Exclusion	14	ExclusionCd
Exclusion	$23,194	ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

Field	Value	IRS element (for citing)
Exclusion	18	ExclusionCd
Exclusion	$78,559	ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

Field	Value	IRS element (for citing)
Unrelated Business Taxbl Incm	$0	UnrelatedBusinessTaxblIncmAmt
Exclusion	$234,629	ExclusionAmt
Related Or Exempt Function Incm	$0	RelatedOrExemptFunctionIncmAmt

Field	Value	IRS element (for citing)
Total Income Producing Acty	$234,629	TotalIncomeProducingActyAmt

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

Field	Value	IRS element (for citing)
Trnsfr Of Cash To Nonchrtbl EO	0	TrnsfrOfCashToNonchrtblEOInd
Trnsfr Other Asset Nonchrtbl EO	0	TrnsfrOtherAssetNonchrtblEOInd
Sales Or Exchanges Of Assets	0	SalesOrExchangesOfAssetsInd
Purchase Of Assets Nonchrtbl EO	0	PurchaseOfAssetsNonchrtblEOInd
Rental Of Facilities Oth Assets	0	RentalOfFacilitiesOthAssetsInd
Reimbursement Arrangements	0	ReimbursementArrangementsInd
Loans Or Loan Guarantees	0	LoansOrLoanGuaranteesInd
Performance Of Services Etc	0	PerformanceOfServicesEtcInd
Sharing Of Facilities Etc	0	SharingOfFacilitiesEtcInd
Relationships Nonchrtbl EO	0	RelationshipsNonchrtblEOInd

Schedule B IRS990ScheduleB

Field	Value	IRS element (for citing)
Organization501c3 Exempt PF	Yes (X)	Organization501c3ExemptPFInd
General Rule	Yes (X)	GeneralRuleInd

Contributor Information ContributorInformationGrp

Field	Value	IRS element (for citing)
Contributor	1	ContributorNum
Contributor Person	E RICHARD JONES	ContributorPersonNm

Contributor US Address ContributorUSAddress

Field	Value	IRS element (for citing)
Address Line1	PO BOX 352	AddressLine1Txt
City	CALISTOGA	CityNm
State Abbreviation	CA	StateAbbreviationCd
ZIP	94515	ZIPCd

Field	Value	IRS element (for citing)
Total Contributions	$250,071	TotalContributionsAmt
Noncash Contribution	Yes (X)	NoncashContributionInd

Non Cash Property Contribution NonCashPropertyContributionGrp

Field	Value	IRS element (for citing)
Contributor	1	ContributorNum
Noncash Property	1,463 SHS ISHARES RUSSELL 1000 GROWTH ETF (IWF)	NoncashPropertyDesc
Fair Market Value	$250,071	FairMarketValueAmt
Received	2019-11-26	ReceivedDt

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

Field	Value	IRS element (for citing)
Category	ACCOUNTING	CategoryTxt
Amt	$6,750	Amt
Net Investment Income	$3,375	NetInvestmentIncomeAmt
Disbursements Charitable Prps	$3,375	DisbursementsCharitablePrpsAmt

Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule

Investments Corporate Bonds InvestmentsCorporateBondsGrp

Field	Value	IRS element (for citing)
Bond	CORPORATE BONDS	BondNm
EOY Book Value	$1,660,163	EOYBookValueAmt
EOYFMV	$1,660,163	EOYFMVAmt

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp

Field	Value	IRS element (for citing)
Stock	CORPORATE STOCKS	StockNm
EOY Book Value	$3,072,413	EOYBookValueAmt
EOYFMV	$3,072,413	EOYFMVAmt

Investments Other Schedule2 InvestmentsOtherSchedule2

Investments Other InvestmentsOtherGrp (2 entries)

Category Or ItemCategoryOrItemTxt	Listed At Cost Or FMVListedAtCostOrFMVCd	Book ValueBookValueAmt	EOYFMVEOYFMVAmt
HEDGE FUND OPPORTUNITIES	FMV	$457,551	$457,551
OTHER INVESTMENTS	FMV	$258,210	$258,210

Legal Fees Schedule LegalFeesSchedule

Legal Fees LegalFeesGrp

Field	Value	IRS element (for citing)
Category	LEGAL FEES	CategoryTxt
Legal Fees	$253	LegalFeesAmt
Net Investment Income	$127	NetInvestmentIncomeAmt
Disbursements Charitable Prps	$127	DisbursementsCharitablePrpsAmt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)

DescDesc	Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt	Net Investment IncomeNetInvestmentIncomeAmt	Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt
INVESTMENT MANAGEMENT FEES	$14,973	$14,973	$0
OFFICE EXPENSES	$37	$0	$0

Other Income Schedule2 OtherIncomeSchedule2

Other Income Detail OtherIncomeDetail

Field	Value	IRS element (for citing)
Desc	OTHER INCOME/(LOSS)	Desc
Revenue And Expenses Per Books	$23,194	RevenueAndExpensesPerBooksAmt
Net Investment Income	$23,194	NetInvestmentIncomeAmt
Adjusted Net Income	$23,194	AdjustedNetIncomeAmt

Other Increases Schedule OtherIncreasesSchedule

Other Increases Detail OtherIncreasesDetail

Field	Value	IRS element (for citing)
Desc	CHANGE IN UNREALIZED GAIN/LOSS	Desc
Amt	$700,486	Amt

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail (2 entries)

CategoryCategoryTxt	AmtAmt	Net Investment IncomeNetInvestmentIncomeAmt	Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt
PAYROLL TAX	$1,930	$965	$965
TAX PAYMENTS	$7,359	$0	$0