Nonprofit · EIN 91-1813537
NAPA VALLEY VINTNERS HEALTHY COMMUNITY FUND
Tax-exempt · SAINT HELENA, CA 94574
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| November 30, 2024 | 990 | $5,474,384 | $5,248,045 | $226,339 | $20,801,802 | $205,261 | $20,596,541 |
| November 30, 2023 | 990 | $5,897,605 | $6,797,755 | -$900,150 | $24,488,483 | $4,513,143 | $19,975,340 |
Financial details: 990 for the year ended November 30, 2024
Revenue
- Contributions, gifts and grants
- $3,050,000
- Program service revenue
- $0
- Investment income
- $2,424,384
- Net gain from sales of assets
- $1,623,440
- Other revenue
- $0
Expenses
- Grants and similar amounts paid
- $4,516,000
- Compensation of officers, directors and key employees
- $0
- Salaries, compensation and benefits (total)
- $0
- Professional fundraising fees
- $0
- Travel
- $456
- Program services (functional)
- $4,516,000
- Management and general (functional)
- $212,829
- Fundraising (functional)
- $519,216
Balance sheet and other
- Total assets, start of year
- $24,488,483
- Total assets, end of year
- $20,801,802
- Total liabilities, end of year
- $205,261
- Net assets, end of year
- $20,596,541
- Publicly traded securities
- $19,914,074
- Net assets without donor restrictions
- $20,596,541
- Gross receipts
- $11,775,942
- Employees
- 0
- Volunteers
- 14
- Year formed
- 1997
- State of legal domicile
- CA
From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.
Officers, directors and key employees
As listed on the 990 for the year ended November 30, 2024, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| Claire Stull | Director Trustee or director | 1 | $0 |
| Emma Swain | Director Trustee or director | 1 | $0 |
| Doug Shafer | Director Trustee or director | 1 | $0 |
| Cyril Chappellet | Board chair Trustee or director, Officer | 1 | $0 |
| Jaime Araujo | Board Vicechair Trustee or director, Officer | 2 | $0 |
| Malek Amrani | Director Trustee or director | 1 | $0 |
| Schatzi Throckmorton | Secretary/treas Trustee or director, Officer | 1 | $0 |
| Ed Matovcik | Director Trustee or director | 1 | $0 |
| Donna Walker | Director Trustee or director | 1 | $0 |
| Jack Bittner | Director Trustee or director | 1 | $0 |
| William Cary | Director Trustee or director | 1 | $0 |
| Elizabeth Vianna | Director Trustee or director | 1 | $0 |
| Steve Fink | Director Trustee or director | 1 | $0 |
| Beth Novak | Director Trustee or director | 1 | $0 |
990 for the year ended November 30, 2023: 14 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| Claire Stull | Director Trustee or director | 1 | $0 |
| Emma Swain | Director Trustee or director | 1 | $0 |
| Doug Shafer | Director Trustee or director | 1 | $0 |
| Cyril Chappellet | Board Vice-chr Trustee or director, Officer | 1 | $0 |
| Jaime Araujo | Secretary/Treas Trustee or director, Officer | 1 | $0 |
| Andy Erickson | Board Chair Trustee or director, Officer | 2 | $0 |
| Schatzi Throckmorton | Director Trustee or director | 1 | $0 |
| Donna Walker | Director Trustee or director | 1 | $0 |
| Jack Bittner | Director Trustee or director | 1 | $0 |
| William Cary | Director Trustee or director | 1 | $0 |
| Elizabeth Vianna | Director Trustee or director | 1 | $0 |
| Steve Fink | Director Trustee or director | 1 | $0 |
| Beth Novak | Director Trustee or director | 1 | $0 |
| Alycia Mondavi | Director Trustee or director | 1 | $0 |
Address and contacts
- Address (IRS master file)
- PO BOX 141, SAINT HELENA, CA 94574-0141
- Principal officer (990 for 2023)
- Jaime Araujo, PO Box 141, St Helena, CA 94574
- Signed the 990
- Jaime Araujo, Board chair
- Phone
- (707) 963-3388
- Website
- napavintners.com
- Return prepared by
- BROTEMARKLE DAVIS & COMPANY LLP
California records
California keeps its own records of charities and corporations. Search them by EIN 91-1813537 or by the name NAPA VALLEY VINTNERS HEALTHY COMMUNITY FUND.
- Attorney General, Registry of Charities and Fundraisers
- Registration status and filed reports (CT-TR-1, RRF-1)
- Secretary of State, bizfile Online
- Corporation status, entity number, agent for service
- Franchise Tax Board
- Entity status letter (state tax exemption, good standing)
Mission
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.
Program accomplishments
- 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 9 local nonprofit organizations during 2024.Expenses $4,516,000 · grants $4,516,000
What it must file and when
IRS records say it files Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N. Its accounting year ends in November, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2024 | November 30, 2025 | April 15, 2026 | Check at the IRS |
| 2023 | November 30, 2024 | April 15, 2025 | 990 on file |
| 2022 | November 30, 2023 | April 15, 2024 | 990 on file |
IRS record
- EIN
- 91-1813537
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Supporting organization (509(a)(3))
- Donations deductible (Pub 78)
- Supporting organization of unknown type
- Exempt since
- 1997
- Accounting year ends
- November
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Philanthropy, voluntarism and grantmaking foundations (T300)
- Assets (IRS master file)
- $25,216,501
- Income (IRS master file)
- $8,513,389
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | November 2024 | $5,474,384 | $5,248,045 | $20,801,802 | IRS |
| 990 | November 2023 | $5,897,605 | $6,797,755 | $24,488,483 | XML |
| 990 | November 2022 | $2,083,304 | $6,115,294 | $25,977,065 | IRS |
| 990 | November 2021 | – | – | – | IRS |
| 990 | November 2020 | – | – | – | IRS |
| 990 | November 2018 | – | – | – | IRS |
990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 91-1813537).
Questions about NAPA VALLEY VINTNERS HEALTHY COMMUNITY FUND
- What is the EIN of NAPA VALLEY VINTNERS HEALTHY COMMUNITY FUND?
- The employer identification number (EIN) of NAPA VALLEY VINTNERS HEALTHY COMMUNITY FUND is 91-1813537.
- Is NAPA VALLEY VINTNERS HEALTHY COMMUNITY FUND tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1997.
- Are donations to NAPA VALLEY VINTNERS HEALTHY COMMUNITY FUND tax-deductible?
- Yes. It is listed in IRS Publication 78 (Supporting organization of unknown type).
- Which annual return does NAPA VALLEY VINTNERS HEALTHY COMMUNITY FUND file?
- Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N.
- When is the next return of NAPA VALLEY VINTNERS HEALTHY COMMUNITY FUND due?
- The return for tax year 2025 (the year ending November 30, 2026) is due April 15, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did NAPA VALLEY VINTNERS HEALTHY COMMUNITY FUND last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended November 2024.
- Who is the principal officer of NAPA VALLEY VINTNERS HEALTHY COMMUNITY FUND?
- The 990 for the year ended November 30, 2024 names Jaime Araujo.
- Who are the officers and directors of NAPA VALLEY VINTNERS HEALTHY COMMUNITY FUND?
- The 990 for the year ended November 30, 2024 lists 14 people; 0 received compensation from the organization.
- How much revenue does NAPA VALLEY VINTNERS HEALTHY COMMUNITY FUND have?
- On its 990 for the year ended November 30, 2024 it reported revenue of $5,474,384, expenses of $5,248,045 and total assets of $20,801,802 at year end.
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All nonprofits in SAINT HELENA · California · Philanthropy, voluntarism and grantmaking foundations