Isabel And Michael Mondavi Foundation
- Assets
- $4.9m
- Revenue
- $774.5k
- Investments
- $2.8m
- Employees
- 0
- Location
- Napa, CA
- Founding
- 10/2007
- Data as of
- 12/2021
- EIN
- 20-2002457
Organization Overview
Isabel And Michael Mondavi Foundation is located in Napa, CA. The organization was established in 2007. According to its NTEE Classification (T20) the organization is classified as: Private Grantmaking Foundations, under the broad grouping of Philanthropy, Voluntarism & Grantmaking Foundations and related organizations. This organization is an independent organization and not affiliated with a larger national or regional group of organizations. Isabel And Michael Mondavi Foundation is a 501(c)(3) and as such, is described as a "Charitable or Religous organization or a private foundation" by the IRS.
For the year ending 12/2021, Isabel And Michael Mondavi Foundation generated $774.5k in total revenue. This organization has experienced exceptional growth, as over the past 7 years, it has increased revenue by an average of 43.4% each year . All expenses for the organization totaled $280.1k during the year ending 12/2021. While expenses have increased by 7.7% per year over the past 7 years. They've been increasing with an increasing level of total revenue. You can explore the organizations financials more deeply in the financial statements section below.
Since 2016, Isabel And Michael Mondavi Foundation has awarded 54 individual grants totaling $1,515,061. If you would like to learn more about the grant giving history of this organization, scroll down to the grant profile section of this page.
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Board, Officers & Key Employees
| Name (title) | Role | Hours | Compensation |
|---|---|---|---|
Michael Mondavi CFO | 1 | $0 | |
Isabel Mondavi Secretary | 1 | $0 | |
Dina Mondavi CEO | 2 | $0 |
Financial Statements
| Statement of Revenue | |
|---|---|
| Contributions, Gifts, Grants & Similar | $0 |
| Interest on Savings | $0 |
| Dividends & Interest | $56,564 |
| Net Rental Income | $0 |
| Net Gain on Sale of Assets | $717,981 |
| Capital Gain Net Income | $717,981 |
| Net ST Capital Gain | $0 |
| Income Modifications | $0 |
| Profit on Inventory Sales | $0 |
| Other Income | $0 |
| Total Revenue | $774,545 |
| Statement of Expenses | |
|---|---|
| Compensation of officers, directors, trustees, etc | $0 |
| Other employee salaries and wages | $0 |
| Pension plans, employee benefits | $0 |
| Interest | $12 |
| Taxes | $4,893 |
| Depreciation | $0 |
| Occupancy | $0 |
| Travel, conferences, and meetings | $825 |
| Printing and publications | $0 |
| Other expenses | $109 |
| Total operating and administrative expenses | $35,085 |
| Contributions, gifts, grants paid | $245,009 |
| Total expenses and disbursements | $280,094 |
| Balance Sheet | |
|---|---|
| Cash—non-interest-bearing | $14,610 |
| Savings and temporary cash investments | $243,532 |
| Net Accounts receivable | $1,464 |
| Net Pledges Receivable | $0 |
| Grants receivable | $0 |
| Receivables from Officers, Directors, or Controlling Persons | $0 |
| Net other notes and loans receivable | $0 |
| Inventories for sale or use | $0 |
| Prepaid expenses and deferred charges | $0 |
| Net Investments - land, buildings, equipment | $0 |
| Investments—mortgage loans | $0 |
| Investments—other | $0 |
| Net Land, buildings, and equipment | $0 |
| Other assets | $1,893,393 |
| Total assets | $4,915,821 |
| Accounts payable and accrued expenses | $0 |
| Grants payable | $0 |
| Deferred revenue | $0 |
| Loans and other payables to any current Officer, Director, or Controlling Person | $0 |
| Mortgages and other notes payable | $0 |
| Other liabilities | $0 |
| Total liabilities | $0 |
Grants Awarded
Over the last fiscal year, Isabel And Michael Mondavi Foundation has awarded $245,009 in support to 9 organizations.
| Grant Recipient | Amount |
|---|---|
Napa, CA PURPOSE: TO FOSTER COMMUNITY AND YOUTH DEVELOPMENT, HEALTH SERVICES, AND PROVIDE GRANTS TO OTHER COMMUNITY ORGANIZATIONS. GRANTEE ORGANIZATIONS INCLUDE HEALTH CARE, YOUTH ACTIVITIES, SUPPORT FOR WOMEN, THE FOOD BANK AND MANY SOCIAL CAUSES. | $113,000 |
EISENHOWER HEALTH FOUNDATION PURPOSE: EISENHOWER HEALTH, A NOT-FOR-PROFIT ORGANIZATION, EXISTS TO SERVE THE CHANGING HEALTH CARE NEEDS OF OUR REGION BY PROVIDING EXCELLENCE IN PATIENT CARE WITH SUPPORTIVE EDUCATION AND RESEARCH. EISENHOWER HEALTH HAS PROVIDED HIGH QUALITY AND COMPASSIONATE CARE FOR 45 YEARS WITH A STATE-OF-THE-ART FACILITY. THIS IS AN ACCREDITED TEACHING HOSPITAL. FUNDS GO TO HELP WITH THE GENERAL MISSION OF THE HOSPITAL IN PROVIDING EXCELLENT CARE. | $50,000 |
Napa, CA PURPOSE: SUPPORT OF HOSPITAL SERVICES IN THE NAPA VALLEY COMMUNITY. AT LEAST $33,334 WAS SPECIFICALLY MADE TO BENEFIT THE HERMAN FAMILY PAVILION CAMPAIGN THAT ENCOMPASSES THE MARJORIE MONDAVI INTENSIVE CARE UNIT AT THE HOSPITAL. ALL OF THESE PROJECTS SUPPORT ONGOING MEDICAL SERVICES SUCH AS NEUROSURGERY, TRAUMA CENTER, STROKE CENTER, CARDIAC AND ONCOLOGY PROGRAMS. | $36,834 |
Napa, CA PURPOSE: TO SUPPORT THE LEADING CENTER FOR COMMUNITY-CENTERED CARE DELIVERY AND RESOURCES FOR THE NORTH BAY FOR THOSE FACING THE TRANSITIONS OF AGING, CHRONIC ILLNESS, OR THE END OF LIFE. | $29,175 |
SANTA CLARA UNIVERSITY PURPOSE: TO ASSIST EDUCATION IN A SPECIAL INSTITUTION OF KNOWLEDGE WITH FUNDING GOING TOWARDS STUDENT SCHOLARSHIPS. | $10,000 |
St Helena, CA PURPOSE: THE NAPA COMMUNITIES FIREWISE FOUNDATION IS A NON-PROFIT ORGANIZATION WHOSE MISSION IS TO REDUCE THE FIRE FUEL LOAD IN NAPA COUNTY AND TO HELP OUR COMMUNITIES BE FIREWISE AND FIRESMART THROUGH MITIGATION AND EDUCATION. AN ONGOING EFFORT, OUR MITIGATION PROGRAMS ARE ACHIEVED THROUGH LOCAL, STATE AND FEDERAL GRANTS. OUR EDUCATION AND OUTREACH PROGRAMS ARE THROUGH LOCAL FIRE SAFE COUNCILS AND COMMUNITY-BASED AWARENESS PROGRAMS . | $2,500 |
Peer Organizations
| Organization Name | Assets | Revenue |
|---|---|---|
Dr Miriam And Sheldon G Adelson Las Vegas, NV | $37,664,470 | $5,516,038 |
Shimon Ben Joseph Foundation San Francisco, CA | $1,592,283,787 | $39,921,005 |
Alfred C Munger Foundation Los Angeles, CA | $17,737,694 | $91,163,030 |
Hellman Foundation San Francisco, CA | $693,471,633 | $133,789,010 |
The Eric And Wendy Schmidt Fund For Strategic Innovation Palo Alto, CA | $1,715,568,763 | $412,161,407 |
Omidyar Network Fund Inc Redwood City, CA | $490,038,780 | $21,031,743 |
Sobrato Family Foundation Mountain View, CA | $811,956,453 | $266,068,436 |
Moore Family Foundation Incline Village, NV | $173,909 | $5,659,701 |
Benificus Foundation San Carlos, CA | $13,481,294 | $1,960,393 |
H&h Evergreen Foundation Menlo Park, CA | $393,647,714 | $39,435,652 |
The Energy Foundation San Francisco, CA | $108,278,429 | $83,158,939 |
Stupski Foundation San Francisco, CA | $0 | $134,835,311 |