Napa Valley Vintners Healthy Community Fund
- Assets
- $32.7m
- Revenue
- $410.9k
- Investments
- $0.0
- Employees
- 0
- Location
- St Helena, CA
- Founding
- 07/1997
- Data as of
- 11/2021
- 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 11/2021, Napa Valley Vintners Healthy Community Fund generated $410.9k in total revenue. This represents a relatively dramatic decline in revenue. Over the past 6 years, the organization has seen revenues fall by an average of (44.6%) each year. All expenses for the organization totaled $7.3m during the year ending 11/2021. You can explore the organizations financials more deeply in the financial statements section below.
Since 2015, Napa Valley Vintners Healthy Community Fund has awarded 226 individual grants totaling $71,718,348. 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
2021
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 29 LOCAL NONPROFIT ORGANIZATIONS DURING 2020.
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Board, Officers & Key Employees
| Name (title) | Role | Hours | Compensation |
|---|---|---|---|
Doug Shafer Secy/treasurer | OfficerTrustee | 2 | $0 |
Andy Erickson Board Vice Chr | OfficerTrustee | 2 | $0 |
Jack Bittner Board Chair | OfficerTrustee | 2 | $0 |
Claire Stull Director | Trustee | 1 | $0 |
David Duncan Director | Trustee | 1 | $0 |
Pat Stotesbery Director | Trustee | 1 | $0 |
Financial Statements
| Statement of Revenue | |
|---|---|
| Federated campaigns | $0 |
| Membership dues | $0 |
| Fundraising events | $0 |
| Related organizations | $0 |
| 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 | $0 |
| Total Program Service Revenue | $0 |
| Investment income | $742,882 |
| Tax Exempt Bond Proceeds | $0 |
| Royalties | $0 |
| Net Rental Income | $0 |
| Net Gain/Loss on Asset Sales | -$331,934 |
| Net Income from Fundraising Events | $0 |
| Net Income from Gaming Activities | $0 |
| Net Income from Sales of Inventory | $0 |
| Miscellaneous Revenue | $0 |
| Total Revenue | $410,948 |
| Statement of Expenses | |
|---|---|
| Grants and other assistance to domestic organizations and domestic governments. | $6,417,333 |
| 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 | $49,715 |
| Fees for services: Other | $834,245 |
| Advertising and promotion | $1,660 |
| Office expenses | $158 |
| Information technology | $0 |
| Royalties | $0 |
| Occupancy | $0 |
| Travel | $408 |
| Payments of travel or entertainment expenses for any federal, state, or local public officials | $0 |
| Conferences, conventions, and meetings | $487 |
| Interest | $0 |
| Payments to affiliates | $0 |
| Depreciation, depletion, and amortization | $5,000 |
| Insurance | $0 |
| All other expenses | $0 |
| Total functional expenses | $7,329,483 |
| Balance Sheet | |
|---|---|
| Cash—non-interest-bearing | $0 |
| Savings and temporary cash investments | $567,760 |
| 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 | $32,137,965 |
| Investments—other securities | $0 |
| Investments—program-related | $0 |
| Intangible assets | $0 |
| Other assets | $0 |
| Total assets | $32,705,725 |
| Accounts payable and accrued expenses | $272,141 |
| Grants payable | $4,823,333 |
| 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 | $5,095,474 |
| Net assets without donor restrictions | $27,610,251 |
| 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 | $32,705,725 |
Grants Awarded
Over the last fiscal year, Napa Valley Vintners Healthy Community Fund has awarded $6,417,333 in support to 29 organizations.
| Grant Recipient | Amount |
|---|---|
Napa, CA PURPOSE: Health | $700,000 |
NAPA VALLEY UNIF SCHOOL DIST PURPOSE: Education | $450,000 |
Napa, CA PURPOSE: Health | $400,000 |
Napa, CA PURPOSE: Education | $400,000 |
Napa, CA PURPOSE: Health | $400,000 |
St Helena, CA PURPOSE: Health | $355,000 |
Grants Recieved
Over the last fiscal year, we have identified 1 grants that Napa Valley Vintners Healthy Community Fund has recieved totaling $28,000.
| Awarding Organization | Amount |
|---|---|
American Online Giving Foundation Inc Newark, DE PURPOSE: GENERAL SUPPORT | $28,000 |
Endowment Analysis
| Beg. Balance | $31,488,368 |
| Net Contributions | $615,606 |
| Ending Balance | $32,103,974 |
Peer Organizations
| Organization Name | Assets | Revenue |
|---|---|---|
Groundswell Fund San Francisco, CA | $42,239,063 | $24,343,616 |
Americas Best Local Charities San Rafael, CA | $3,431,052 | $16,765,664 |
Bill Hannon Foundation Los Angeles, CA | $17,238,236 | $4,285,811 |
It Is Written Inc Riverside, CA | $12,378,597 | $15,533,924 |
Friends Of Family Health Center La Habra, CA | $48,269,218 | $21,982,956 |
Family Assistance Ministries San Clemente, CA | $4,435,253 | $12,485,569 |
Hidaya Foundation Santa Clara, CA | $4,651,500 | $12,437,401 |
Hyundai Hope On Wheels Fountain Valley, CA | $12,616,829 | $14,561,310 |
Philanthropic Impact Fund Beverly Hills, CA | $0 | $3,313,525 |
Providence Little Company Of Mary Foundation Torrance, CA | $121,035,875 | $18,031,300 |
Cambodian Childrens Fund Santa Monica, CA | $27,120,483 | $15,367,074 |
Xavier College Preparatory High School Palm Desert, CA | $46,603,211 | $9,301,462 |