2025-11-13T13:04:21-06:00 2024-12-31 941341042 FRANK RIMERMAN & CO LLP ONE EMBARCADERO CENTER SUITE 2410 SAN FRANCISCO CA 94111 990PF 2024-01-01 943288860 E RICHARD JONES FAMILY FOUNDATION MR E RICHARD JONES ERIC 7079420467 PO BOX 352 CALISTOGA CA 94515 E RICHARD JONES DIRECTOR 7079420467 2025-11-12 1 1 DANIEL A MCMILLAN P01538325 4154391144 2025-11-12 2024 2025-03-06 01:10:19Z X 5577775 X X 166836 166836 395493 1171526 395493 16157 16157 578486 578486 27000 13500 13500 9559 4779 4779 350 175 175 4800 2400 2400 5560 280 280 12835 12835 0 60104 33969 21134 540457 540457 600561 33969 561591 -22075 544517 308983 331077 331077 2561727 2213623 2213623 2063737 2277904 2277904 677093 755171 755171 5611540 5577775 5577775 0 0 X 5611540 5577775 5611540 5577775 5611540 5577775 5611540 -22075 0 5589465 11690 5577775 PUBLICLY TRADED SECURITIES 2024-01-01 2024-12-31 154368 152553 1815 1815 PUBLICLY TRADED SECURITIES 2024-01-01 2024-12-31 994344 598063 396281 396281 PUBLICLY TRADED SECURITIES 2024-01-01 2024-12-31 22814 25417 -2603 -2603 395493 7569 0 7569 0 7569 8007 0 12000 0 20007 0 12438 12438 0 0 0 0 0 0 0 0 0 0 0 0 1 CA 1 0 0 0 0 1 N/A E RICHARD JONES 7079420467 PO BOX 352 CALISTOGA CA 94515 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 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 27000 9559 0 NONE 0 NONE 0 0 5392158 349330 0 5741488 0 0 5741488 86122 5655366 282768 282768 7569 7569 275199 0 275199 0 275199 561591 0 561591 275199 0 0 245350 159993 254356 193779 165150 1018628 561591 0 0 0 275199 286392 0 0 1305020 0 0 0 0 0 0 245350 1059670 159993 254356 193779 165150 286392 STEPHANIE BAILEY PO 352 CALISTOGA CA 94515 7079420467 SUBMIT FOR INITIAL REVIEW A MAXIMUM OF TWO PAGES DESCRIBING THE ORGANIZATION AND THE PROGRAM TO BE SUPPORTED. NONE GRANTS ARE LIMITED TO 501(C)3 ORGANIZATIONS LOCATED IN THE BAY AREA THAT ASSIST INDIVIDUALS IN CHANGING THEIR LIVES AND BECOMING SELF SUFFICIENT. 10000 DEGREES 3299 CLAREMONT WAY 1 NAPA CA 94558 PC EDUCATION 1000 BOYS AND GIRLS CLUB OF SAN FRANCISCO 380 FULTON STREET SAN FRANCISCO CA 94102 PC YOUTH DEVELOPMENT 2500 BOYS AND GIRLS CLUB OF ST HELENA 1420 TAINTER STREET ST HELENA CA 94574 PC EDUCATION 50000 BROWN UNIVERSITY BOX 1877 1 PROSPECT STREET PROVIDENCE RI 029129939 PC EDUCATION 5000 BURKE'S SCHOOL 7070 CALIFORNIA STREET SAN FRANCISCO CA 94121 PC EDUCATION 2500 CAMEO FOUNDATION PO BOX 682 ST HELENA CA 94574 PC EDUCATION 1000 COLLECTIVE NAPA VALLEY 1475 LIBRARY LN NAPA CA 94574 PC COMMUNITY 10000 CRYSTAL SPRINGS UPLANDS SCHOOL 400 UPLANDS DRIVE HILLSBOROUGH CA 94010 PC EDUCATION 7500 DENISON UNIVERSITY 100 WEST COLLEGE STREET GRANVILLE OH 43023 PC EDUCATION 2000 DUNN SCHOOL 2555 W HIGHWAY 154 LOS OLIVOS CA 93441 PC EDUCATION 1957 ENTERPRISE FOR YOUTH 2021 FILLMORE ST SUITE 192 SAN FRANCISCO CA 94115 PC YOUTH 5000 FINE ARTS MUSEUM OF SAN FRANCISCO 50 HAGIWARA TEA GARDEN DR SAN FRANCISCO CA 94118 PC ARTS 2500 KQED 50 W SAN FERNANDO STREET SAN JOSE CA 95113 PC NEWS 1000 LAND TRUST OF NAPA COUNTY 1700 SOSCOL AVE SUITE 20 NAPA CA 94559 PC LAND PRESERVATION 10000 LIFEMOVES 181 CONSTITUTION DR MENLO PARK CA 94025 PC HUMAN SERVICES 8000 LOVED TWICE 5627 TELEGRAPH AVE SUITE 375 OAKLAND CA 94609 PC HUMAN SERVICES 2000 MENTIS 709 FRANKLIN STREET NAPA CA 94559 PC HEALTH 2500 NAPA COMMUNITIES FIREWISE FOUNDATION PO BOX 440B ST HELENA CA 94557 PC OUTDOORS 25000 NAPA FARM WORKERS FOUNDATION 831 LATOUR COURT SUITE A NAPA CA 94558 PC HEALTH 25000 NAPA VALLEY EDUCATION FOUNDATION PO BOX 93 ST HELENA CA 94574 PC EDUCATION 15000 NATIONAL MS SOCIETY PO BOX 4527 NEW YORK NY 10163 PC HEALTH 3000 NOTES FOR EDUCATION 51 BLACKBERRY DRIVE NAPA CA 94558 PC EDUCATION 12000 NOTRE DAME 1540 RALSTON AVENUE BELMONT CA 94002 PC EDUCATION 76750 OLE HEALTH 1141 PEAR STREET NAPA CA 94558 PC EDUCATION 125000 OUR TOWN ST HELENA 1250 CHURCH STREET ST HELENA CA 94574 PC HOUSING 50000 PRINCETON PO BOX 5357 PRINCETON NJ 084535357 PC HUMAN SERVICES 5000 RAISING A READER 489 VALLEY WAY MILPITAS CA 95035 PC EDUCATION 1000 SF DEBUTANTE BALL CVNL 1 MCINNIS PKWY SUITE 175 SAN RAFAEL CA 94903 PC HEALTH 2500 ST HELENA VOLUNTEER FIRE DEPT PO BOX 66 ST HELENA CA 94574 PC HUMAN SERVICES 500 ST HELENA FARMERS MARKET PO BOX 70 ST HELENA CA 94574 PC HEALTH 2500 ST HELENA HOSPITAL FOUNDATION 10 WOODLAND ROAD ST HELENA CA 94574 PC HEALTH 25000 TUFTS UNIVERSITY 80 GEORGE STREET MEDFORD MA 02155 PC EDUCATION 2500 UNCC 9201 UNIVERISTY CITY BLVD CHARLOTTE NC 28223 PC EDUCATION 1000 UNIVERSITY OF ST ANDREWS AMERICAN FUND 1201 WEST PEACHTREE STREET ATLANTA GA 303093424 PC EDUCATION 3000 UPVALLEY FAMILY CENTER 1440 SPRING STREET ST HELENA CA 94574 PC EDUCATION 34000 URBAN SCHOOL 1563 PAGE STREET SAN FRANCISCO CA 94117 PC EDUCATION 2250 VINETRAIL 3299 CLAREMONT WAY STE 5 NAPA CA 94558 PC ENVIRONMENT 15000 540457 0 14 166836 14 16157 18 395493 0 578486 0 578486 0 0 0 0 0 0 0 0 0 0 ACCOUNTING 4800 2400 2400 CORPORATE BONDS 2277904 2277904 CORPORATE STOCKS 2213623 2213623 HEDGE FUND OPPORTUNITIES FMV 619813 619813 OTHER INVESTMENTS FMV 135358 135358 LEGAL FEES 350 175 175 CHANGE IN UNREALIZED GAIN/LOSS 11690 INVESTMENT MANAGEMENT FEES 12835 12835 0 OTHER INCOME/(LOSS) 16157 16157 16157 PAYROLL TAX 560 280 280 TAX PAYMENTS 5000 0 0