Napa Valley Vintners Healthy Community Fund
- Assets
- $24.5m
- Revenue
- $5.9m
- Investments
- $0.0
- Employees
- 0
- Location
- St Helena, CA
- Founding
- 07/1997
- Data as of
- 11/2023
- EIN
- 91-1813537
Organization Overview
Napa Valley Vintners Healthy Community Fund is located in St Helena, CA. The organization was established in 1997. According to its NTEE Classification (T30) the organization is classified as: Public 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. Napa Valley Vintners Healthy Community Fund 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 11/2023, Napa Valley Vintners Healthy Community Fund generated $5.9m in total revenue. This represents a relatively dramatic decline in revenue. Over the past 8 years, the organization has seen revenues fall by an average of (10.4%) each year. All expenses for the organization totaled $6.8m during the year ending 11/2023. As we would expect to see with falling revenues, expenses have declined by (8.3%) per year over the past 8 years. You can explore the organizations financials more deeply in the financial statements section below.
Since 2015, Napa Valley Vintners Healthy Community Fund has awarded 307 individual grants totaling $97,514,830. 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.
Form
990
Mission & Program ActivityExcerpts From the 990 Filing
TAX YEAR
2023
Describe the Organization's Mission:
Part 3 - Line 1
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.
Describe the Organization's Program Activity:
Part 3 - Line 4a
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 25 LOCAL NONPROFIT ORGANIZATIONS DURING 2023.
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Board, Officers & Key Employees
| Name (title) | Role | Hours | Compensation |
|---|---|---|---|
Claire Stull Director | Trustee | 1 | $0 |
Emma Swain Director | Trustee | 1 | $0 |
Doug Shafer Director | Trustee | 1 | $0 |
Cyril Chappellet Board Vice-Chr | OfficerTrustee | 1 | $0 |
Jaime Araujo Secretary/treas | OfficerTrustee | 1 | $0 |
Andy Erickson Board Chair | OfficerTrustee | 2 | $0 |
Financial Statements
| Statement of Revenue | |
|---|---|
| Federated campaigns | $0 |
| Membership dues | $0 |
| Fundraising events | $0 |
| Related organizations | $4,300,000 |
| Government grants | $0 |
| All other contributions, gifts, grants, and similar amounts not included above | $0 |
| Noncash contributions included in lines 1a–1f | $0 |
| Total Revenue from Contributions, Gifts, Grants & Similar | $4,300,000 |
| Total Program Service Revenue | $0 |
| Investment income | $839,976 |
| Tax Exempt Bond Proceeds | $0 |
| Royalties | $0 |
| Net Rental Income | $0 |
| Net Gain/Loss on Asset Sales | $757,629 |
| Net Income from Fundraising Events | $0 |
| Net Income from Gaming Activities | $0 |
| Net Income from Sales of Inventory | $0 |
| Miscellaneous Revenue | $0 |
| Total Revenue | $5,897,605 |
| Statement of Expenses | |
|---|---|
| Grants and other assistance to domestic organizations and domestic governments. | $5,895,000 |
| Grants and other assistance to domestic individuals. | $0 |
| Grants and other assistance to Foreign Orgs/Individuals | $0 |
| Benefits paid to or for members | $0 |
| Compensation of current officers, directors, key employees. | $0 |
| Compensation of current officers, directors, key employees. | $0 |
| Compensation to disqualified persons | $0 |
| Other salaries and wages | $0 |
| Pension plan accruals and contributions | $0 |
| Other employee benefits | $0 |
| Payroll taxes | $0 |
| Fees for services: Management | $0 |
| Fees for services: Legal | $0 |
| Fees for services: Accounting | $0 |
| Fees for services: Lobbying | $0 |
| Fees for services: Fundraising | $0 |
| Fees for services: Investment Management | $39,174 |
| Fees for services: Other | $842,771 |
| Advertising and promotion | $485 |
| Office expenses | $170 |
| Information technology | $0 |
| Royalties | $0 |
| Occupancy | $0 |
| Travel | $200 |
| Payments of travel or entertainment expenses for any federal, state, or local public officials | $0 |
| Conferences, conventions, and meetings | $887 |
| Interest | $0 |
| Payments to affiliates | $0 |
| Depreciation, depletion, and amortization | $0 |
| Insurance | $0 |
| All other expenses | $0 |
| Total functional expenses | $6,797,755 |
| Balance Sheet | |
|---|---|
| Cash—non-interest-bearing | $0 |
| Savings and temporary cash investments | $8,504,113 |
| Pledges and grants receivable | $0 |
| Accounts receivable, net | $0 |
| Loans from Officers, Directors, or Controlling Persons | $0 |
| Loans from Disqualified Persons | $0 |
| Notes and loans receivable | $0 |
| Inventories for sale or use | $0 |
| Prepaid expenses and deferred charges | $0 |
| Net Land, buildings, and equipment | $0 |
| Investments—publicly traded securities | $15,984,370 |
| Investments—other securities | $0 |
| Investments—program-related | $0 |
| Intangible assets | $0 |
| Other assets | $0 |
| Total assets | $24,488,483 |
| Accounts payable and accrued expenses | $58,143 |
| Grants payable | $4,455,000 |
| Deferred revenue | $0 |
| Tax-exempt bond liabilities | $0 |
| Escrow or custodial account liability | $0 |
| Loans and other payables to any current Officer, Director, or Controlling Person | $0 |
| Secured mortgages and notes payable | $0 |
| Unsecured mortgages and notes payable | $0 |
| Other liabilities | $0 |
| Total liabilities | $4,513,143 |
| Net assets without donor restrictions | $19,975,340 |
| Net assets with donor restrictions | $0 |
| Capital stock or trust principal, or current funds | $0 |
| Paid-in or capital surplus, or land, building, or equipment fund | $0 |
| Retained earnings, endowment, accumulated income, or other funds | $0 |
| Total liabilities and net assets/fund balances | $24,488,483 |
Grants Awarded
Over the last fiscal year, Napa Valley Vintners Healthy Community Fund has awarded $5,895,000 in support to 25 organizations.
| Grant Recipient | Amount |
|---|---|
10000 DEGREES PURPOSE: Education | $60,000 |
ALDEA CHILDREN & FAMILY SVCS PURPOSE: Health | $350,000 |
AIM HIGH PURPOSE: Education | $75,000 |
BATONNAGE FORUM PURPOSE: Education | $10,000 |
BOYS & GIRLS CLUB OF NAPA PURPOSE: Education | $350,000 |
BOYS & GIRLS CLUB ST HELENA PURPOSE: Education | $200,000 |