2018-08-13T09:20:23-07:00 2017-11-30 Brotemarkle Davis & Co LLP 899 ADAMS ST STE H SAINT HELENA CA 945741160 990 2016-12-01 911813537 Napa Valley Vintners Healthy Comunity Fund NAPA 7079633388 PO Box 141 St Helena CA 94574 David Pearson Chair 2018-08-13 true Guy W Carl P01292373 7079634466 X 2016 2022-09-23 18:48:47Z David Pearson PO Box 141 St Helena CA 94574 19604026 false false X N/A X 1997 CA The Organization's primary exempt purpose is to hold and distribute board-designated funds for Auction Napa Valley, a California nonprofit public benefit corporation, to Napa County non-profit organizations according to the organizations's giving guidelines. 14 14 0 14 0 13000000 13500000 0 1190845 2075383 0 14190845 15575383 12818201 14725107 0 0 0 0 753672 821508 13571873 15546615 618972 28768 35093179 37251580 4097145 3224345 30996034 34027235 The Organization's primary exempt purpose is to hold and distribute board-designated funds for Auction Napa Valley, a California nonprofit public benefit corporation, to Napa County non-profit organizations according to the organizations's giving guidelines. false false 15384990 14725107 The Organization holds and distributes board-designated funds for Auction Napa Valley, a California nonprofit public benefit corporation, to Napa County non-profit organizations according to the organization's giving guidelines. The organization contains a long-term investment portfolio to ensure the sustainability of the organization's philanthropic vision and to serve as a source of funding in a catastrophic emergency, in the event the Auction does not occur, or the event is terminated. The Healthy Community Fund distributed grants to 36 local nonprofit organizations during 2016. 15384990 true true false false false false false false false true true false false false false false false true false false false false false false false false false true false false false false false false false false false false false false false false false false false false true false false false false true 0 0 false 0 false false false false false false false false false 0 false false false false false false false false false false X 14 14 false true false false false false false true true false false false true true true false true false false false CA X Steven Tradewell 7079684216 1475 Library Lane St Helena CA 94574 X Susan Boswell Director 1.00 0.00 X 0 0 0 David Duncan Director 1.00 0.00 X 0 0 0 Peter McCrea Director 1.00 0.00 X 0 0 0 Pat Stotesbery Director 1.00 0.00 X 0 0 0 Robin Baggett Director 1.00 0.00 X 0 0 0 Paul Leary Secretary/Treas 1.00 0.00 X X 0 0 0 David Butler Director 1.00 0.00 X 0 0 0 Michael Honig Board Chair 2.00 0.00 X X 0 0 0 Delia Viader Director 1.00 0.00 X 0 0 0 Darioush Khlaedi Director 1.00 0.00 X 0 0 0 Ed Matovcik Director 1.00 0.00 X 0 0 0 Emma Swain Director 1.00 0.00 X 0 0 0 Carol Kingery Ritter Director 1.00 0.00 X 0 0 0 David Pearson Board Vicechair 1.00 0.00 X X 0 0 0 0 false false false 0 13500000 13500000 0 1034192 1034192 0 0 0 5069834 4028643 1041191 1041191 1041191 0 0 0 0 15575383 2075383 14725107 14725107 0 0 0 0 0 0 0 0 0 0 0 0 0 0 44900 44900 747295 635896 111399 0 0 0 0 0 33 33 0 2163 2163 0 0 5000 5000 0 Resource materials 21720 21720 Filing Fees 245 245 MISCELLANEOUS 152 71 81 0 15546615 15384990 161625 0 0 6317409 5562251 0 0 0 0 0 0 0 25000 5000 20000 28775770 31669329 0 0 0 0 35093179 37251580 124015 71845 3973130 3152500 4097145 3224345 X 30996034 34027235 30996034 34027235 35093179 37251580 X 28768 2906125 96308 X false true X true false X X 1 Auction Napa Valley 942702203 7 false 15384990 0 1 15384990 0 true false false false false false false false false false false false false false false true false RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 28698986 28698986 29365914 666928 28698986 29365914 29365914 1.00000 false false false 25000 5000 20000 20000 18436608 2906125 2906125 15530483 44900 44900 15575383 15405407 -96308 -96308 15501715 44900 44900 15546615 Part V, Line 4: Intended uses of the endowment fund. Board Designated Funds include the following:$20,429,986 Long-Term Investments $269,000 Strategic Initiatives $2,000,000 Disaster Relief $6,000,000 Capital Projects true Aim High 2030 Harrison S San Francisco CA 94110 943296338 501(c)(3) 80000 0 Education Aldea Children & Family Svcs PO Box 841 Napa CA 94559 942159248 501(c)(3) 835000 0 Health Big Brothers Big Sisters 190 Camino Oruga Suite 4 Napa CA 94558 942502278 501(c)(3) 60000 0 Education Boys & Girls Club of Napa 1515 Pueblo Avenue Napa CA 94558 946033413 501(c)(3) 325000 0 Education Boys & Girls Club St Helena 1420 Tainter Street St Helena CA 94574 680226714 501(c)(3) 200000 0 Education CASA a Voice for Children 1804 Soscol Ave Suite 203 Napa CA 94559 203594007 501(c)(3) 60000 0 Child Assistance Child Start Inc 439 Devlin Road Napa CA 94558 680442009 501(c)(3) 200000 0 Child Assistance Childrens Health Initiative 2140 Jefferson Street Suite D Napa CA 94559 251924934 501(c)(3) 250000 0 Health Collabria Care 414 South Jefferson Street Napa CA 94559 680393144 501(c)(3) 500000 0 Health Community Health Clinic Ole 1141 Pear Tree Lane Napa CA 94558 237221695 501(c)(3) 5437500 0 Health Community Resource for Childr 3299 Claremont Way Suite 1 Napa CA 94558 942524785 501(c)(3) 200000 0 Child Assistance Cope Family Center 1340 Fourth Street Napa CA 94559 942322399 501(c)(3) 362000 0 Family Assistance First 5 Napa County 5 Financial Plaza Suite 228 Napa CA 94558 680455676 501(c)(3) 61142 0 Education Girls on The Run Napa Valley 3299 Claremont Way Napa CA 94558 550906534 501(c)(3) 50000 0 Child assistance Gunilda Rianda Senior Center 1475 Main Street St Helena CA 94574 202411077 501(c)(3) 85000 0 Senior Citizen Assistance Hearts & Hands Preschool Inc 1504 Myrtle Street Calistoga CA 94515 452424700 501(c)(3) 83000 0 Education Lilliput Childrens Services 3299 Claremont Way 3 Napa CA 94558 942614102 501(c)(3) 60000 0 Family Assistance Mentis 709 Franklin St Napa CA 94559 941236934 501(c)(3) 300000 0 Health Napa Emergency Womens Servic 1141 Pear Tree Lane Napa CA 94558 942745889 501(c)(3) 185000 0 Domestic Violence Relief Napa Learns 2121 Imola Avenue Napa CA 94559 272705006 501(c)(3) 500000 0 Education Napa Valley Adult Education 1600 Lincoln Avenue Napa CA 94558 680005743 501(c)(3) 70500 0 Education Napa Valley Community Fnd 3299 Claremont Way No 2 Napa CA 94558 680349777 501(c)(3) 2000000 0 Emergency assistance NCOE State Preschool 1210 SHETLER AVENUE NAPA CA 94559 342012430 501(c)(3) 75000 0 Education On The MoveVoices 780 Lincoln Avenue Napa CA 94558 753149095 501(c)(3) 580340 0 Education ParentsCAN 1909 Jefferson St Napa CA 94559 562498308 501(c)(3) 115000 0 Health Pediatric Dental Initiative 1380 19th Holde Drive Windsor CA 95492 342012430 501(c)(3) 75000 0 Health Planned Parenthood of Shasta 2185 Pacheco Street Concord CA 94520 941575233 501(c)(3) 230000 0 Health Puertas Abiertas CRC 952 Napa Street Napa CA 94559 203126333 501(c)(3) 90000 0 Family Assistance Queen of the Valley Medical C 1000 Trancas Street Napa CA 94558 941243669 501(c)(3) 550000 0 Health St Helena Hospital Foundation 10 Woodland Road St Helena CA 94574 201384250 501(c)(3) 500000 0 Health Summer Search North Bay 159 H Street Petaluma CA 94952 680200138 501(c)(3) 150000 0 Education UpValley Family Centers 1500 Cedar Street Calistoga CA 94515 800023012 501(c)(3) 447000 0 Family Assistance 32 0 Grantmaker's Description of How Grants are Used All grant recipients are required to provide follow up reports, financial statements and tax returns both before and after grants are received. The Grant Review Committee and staff review all grants to ensure that funds are used as intended. Form 990, Part VI, Line 3: Description of Delegated Duties to Management Company The organization, through its supported organization Auction Napa Valley, shares jointly-owned facilities with the Napa Valley Vintners, a related section 501(c)(6) organization. In addition, the organization is charged a fee for services provided by employees of the Napa Valley Vintners. Form 990, Part VI, Line 11b: Form 990 Review Process The Form 990 is prepared by a public accounting firm. It is reviewed and approved by a board appointed committee prior to filing. Form 990, Part VI, Line 12c: Explanation of Monitoring and Enforcement of Conflicts Board members are required to complete a conflict of interest questionnaire annually. Any identified conflicts of interest are then reviewed by the Board of Directors. Any conflicts that come to the attention of the Board at any time during regularly scheduled board meetings are also addressed at such meetings. Form 990, Part VI, Line 19: Other Organization Documents Publicly Available Governance documents, policies, conflict of interest statements and financial statements are available to the public at the organization's office upon request. Other Changes In Net Assets Or Fund Balances - Other Increases Reversal of prior year grants expense = $96308 Form 990, Part VI, Lines 15A & 15Bb The organization has no employees. As a result, a compensation review and approval policy for the organization's top management official and other employees is not applicable. Auction Napa Valley 1475 Library Lane St Helena CA 94574 942702203 Support local charities CA 501(c)(3) 7 N/A false Napa Valley Vintners 1475 Library Lane St Helena CA 94574 941496715 Promotion of member wineries CA 501(c)(6) n/a na false false false true false false false false false false false false false false false false true false false false Auction Napa Valley c 13500000 Cash Grant Auction Napa Valley p 93435 Allocated Exp Napa Valley Vintners p 561466 Time Allocated