2021-01-18T10:48:44-06:00 2020-06-30 473578940 KEVIN S ALFARO CPA 1340 4TH STREET NAPA CA 94559 990PF 2019-07-01 943375434 THE CARPY FAMILY FOUNDATION CARP 7074788725 PO BOX 845 ANGWIN CA 94508 CATHERINE C HEYWOOD SECRETARY/TREASURER 7074788725 2020-12-09 1 KEVIN S ALFARO P00047779 7074928094 2020-12-09 X 2019 2022-09-23 18:48:47Z X 1653438 X X 39813 39813 39813 91196 761375 91196 131009 131009 39813 0 0 0 0 3690 3690 0 0 25704 25704 0 0 3949 3949 0 0 33343 33343 0 0 65000 65000 98343 33343 0 65000 32666 97666 39813 50238 62733 62733 264947 193806 225376 768161 891021 1105487 277865 245917 257499 5135 0 2343 1366346 1393477 1653438 0 0 X 1366346 1393477 1366346 1393477 1366346 1393477 1366346 32666 0 1399012 5535 1393477 US TRUST - ON FILE P 2000-01-01 2020-06-30 761375 670179 91196 91196 91196 0 0 151476 1320665 0.114697 39682 892367 0.044468 0 820309 0.000000 0 765731 0.000000 0 766684 0.000000 0.159165 0.031833 1625036 51730 977 52707 65000 X 977 0 977 0 977 800 0 0 800 0 177 0 0 0 0 0 0 0 0 0 0 0 1 CA 1 0 0 0 0 1 N/A CATHERINE C HEYWOOD 7079652975 PO BOX 845 ANGWIN CA 94508 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 RYAN HEYWOOD 1275 CHARDONNAY WAY ST HELENA CA 94574 PRESIDENT 0.00 0 0 0 CATHERINE HEYWOOD PO BOX 845 ANGWIN CA 94508 TREASURER 0.00 0 0 0 CARSON HEYWOOD 1275 CHARDONNAY WAY ST HELENA CA 94574 SECRETARY 0.00 0 0 0 NONE 0 NONE 0 0 1592143 57640 0 1649783 0 0 1649783 24747 1625036 81252 81252 977 977 80275 0 80275 0 80275 65000 0 65000 977 64023 80275 64391 0 0 65000 64391 0 0 609 0 0 0 0 0 0 0 0 79666 0 0 0 X CLINIC OLE 1141 PEAR TREE LANE NAPA CA 94558 CASH FURTHER CHARITABLE PURPOSE 20000 NAPA VALLEY VINE TRAIL 2721 NAPA VALLEY CORPORATE DRIVE NAPA CA 94558 PC FURTHER CHARITABLE PURPOSE 25000 RIANDA HOUSE 1475 MAIN STREET ST HELENA CA 94574 CASH FURTHER CHARITABLE PURPOSE 5000 UPVALLEY FAMILY CENTER 1440 SPRING STREET ST HELENA CA 94574 CASH FURTHER CHARITABLE PURPOSE 5000 COPE FAMILY CENTER 707 RANDOLPH STREET NAPA CA 94559 CASH FUTHER CHARITABLE PURPOSE 10000 65000 0 14 39813 18 91196 0 131009 0 131009 0 0 0 0 0 0 0 0 0 0 ACCOUNTING 3690 3690 0 0 THE FOUNDATION IS MAKING AN ELECTION UNDER SUBPARAGRAPH (2) OF TREAS. REG. SEC. 53-4942(A)-(3)(D) WHEREBY IT IS TREATING ITS CURRENT YEAR EXCESS QUALIFYING DISTRIBUTION TO BE APPLIED AGAINST PRIOR TAXABLE YEARS UNDISTRIBUTED INCOME. THOSE ARE TAX YEARS ARE 2013, 2014, AND 2015 AND ANY EXCESS BEYOND THOSE YEARS IS TO BE APPLIED AGAINST 2018. CORPORATE BONDS 187515 202235 MUTUAL FUNDS 58402 55264 CORPORATE STOCKS 891021 1105487 193806 225376 0 0 ACCRUED INTEREST AT COST 0 2343 CHANGE IN ACCRUED INTEREST 5535 INVESTMENT ADVISORY FEES 25499 25499 0 0 BANK FEES 205 205 0 0 FEDERAL TAXES 3072 3072 0 0 CALIFORNIA REGISTRATION AND FILING FEES 85 85 0 0 FOREIGN TAXES WITHHELD 792 792 0 0