2018-05-14T12:18:52-05:00 2017-06-30 946214841 Armanino LLP 12657 Alcosta Blvd Ste 500 San Ramon CA 945834600 990 2016-07-01 680349777 Community Foundation of the Napa Valley COMM 7072549565 3299 Claremont Way No 2 Napa CA 94558 Terence Mulligan President 7072549565 2018-05-11 1 Katy Brown P00650274 9257902600 2018-05-11 2016 2022-09-23 18:48:47Z NAPA VALLEY COMMUNITY FOUNDATION Terence Mulligan 3299 Claremont Way No 2 Napa CA 94558 11119199 0 X www.napavalleycf.org X 1994 CA To mobilize resources, promote philanthropy and provide leadership on vital issues in Napa County. 17 17 10 22 0 0 3665416 6319801 24652 23487 313171 337486 0 20000 4003239 6700774 4331643 2832008 0 0 716648 839189 0 0 248217 316962 374561 5365253 4045758 -1362014 2655016 18171939 21833284 2355247 2381243 15816692 19452041 X To mobilize resources, promote philanthropy and provide leadership on vital community issues in Napa County. We look for charitable projects that make a lasting difference. We commit our resources to these projects, and inspire others to do so, as well. We believe there is strength in numbers - that by working together, we can help more people more quickly than any one donor acting alone. We multiply the impact of individual givers, pooling resources for the common good in our Community Impact Funds. We serve as a catalyst for positive change in Napa County. 0 0 3489220 2832008 23487 Provided grants to over 100 organizations covering a variety of charitable purposes including youth, health, family services, legal immigration services, food, shelter, and other humanitarian efforts, education, religion, and the arts. Engaged in community leadership activities, including convening stakeholders, non-profit and local leaders on important issues for Napa County.Managed a multi-year campaign to create new citizens in Napa County called the One Napa Valley Initiative, which in the four-year period ending 6/30/17 provided legal consultations and ESL classes to nearly 3,700 residents; helped 1,900 submit applications for citizenship and other immigration benefits to the US government; and enabled more than 650 people to become us citizens.Completed a financial management training program to boost the organizational capacity of nine local nonprofits.Administered an earthquake disaster fund that: provided grants to nonprofit partners helping more than 12,000 victims of the 2014 South Napa Earthquake with critical relief services like medical care, counseling, food and temporary shelter; provided grants to nonprofit partners that directed cash aid to 1,300 residents and businesses to replace essential household items, make structural repairs to ensure safety or replace business inventory, fixtures and equipment; convened decision-makers responsible for disaster relief from local and federal government agencies, to ensure a coordinated response that reached as many people as possible and leveraged our grants with federal disaster relief aid.Provided grants and technical assistance to core group of nonprofit partners to improve their preparedness capacity and emergency response, and established 16 pre-approved grant agreements totaling $565,000 for faster grant distributions in future disasters. 3489220 1 1 0 1 0 1 0 0 1 1 1 1 0 0 0 1 0 1 0 0 0 0 0 0 0 0 0 1 0 1 0 0 0 1 0 0 0 0 1 0 0 0 0 1 1 0 0 0 1 3 0 1 10 1 0 0 0 0 0 0 0 0 0 0 0 0 0 X 17 17 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 CA X X Sandy Fasold CFO 7072549565 3299 Claremont Way No 2 Napa CA 94558 Patrick Gleeson Chair 1.00 X X 0 0 0 Carry Thacher Co-Vice Chair 1.00 X X 0 0 0 Blair Lambert Co-Vice chair 1.00 X X 0 0 0 Iain Silverthorne Treasurer 1.00 X X 0 0 0 Kent Imrie secretary 1.00 X X 0 0 0 Jennifer Byram Director 1.00 X 0 0 0 Mary Ann Cleary Director 1.00 X 0 0 0 Dell Coats Director 1.00 X 0 0 0 Elba Gonzales-Mares Director 1.00 X 0 0 0 Heidi Holzhauer Director 1.00 X 0 0 0 Richard Meese Director 1.00 X 0 0 0 Manbin Monteverdi Director 1.00 X 0 0 0 Brad Nichinson MD Director 1.00 X 0 0 0 Oscar Renteria Director 1.00 X 0 0 0 Loraine Stuart Director 1.00 X 0 0 0 Jamie Watson Director 1.00 X 0 0 0 Richard Pastcan director 1.00 X 0 0 0 Terence Mulligan President 40.00 3.00 X 217575 0 20822 Sandy Fasold CFO 32.00 1.00 X 96886 0 4673 314461 0 25495 1 0 1 0 0 130576 355000 5834225 914485 6319801 Administrative Fees 525920 23487 23487 23487 335720 335720 4420191 4415057 3368 5134 -3368 1766 1766 support. org. mgmt fee 900099 20000 20000 20000 6700774 43487 0 337486 2832008 2832008 344761 125551 141798 77412 381672 241634 67070 72968 9712 6194 1467 2051 51375 33593 10139 7643 51669 26306 14758 10605 13195 13195 31188 31188 45860 45860 80850 80850 39272 22354 11016 5902 65287 37214 18280 9793 3067 2056 368 643 36300 7167 7843 21290 542 309 152 81 2785 1587 780 418 Marketing 37588 37588 Dues & Subscriptions 12151 6926 3402 1823 Staff Training & Recrui 3245 3185 60 Other 3231 3231 4045758 3489220 308321 248217 500 500 452922 441445 260518 328200 15 46665 39998 2104 4793 43611 38949 3488 4662 17215553 20875232 190189 138439 18171939 21833284 45551 40230 304575 297275 2005121 2043738 2355247 2381243 X 8530247 13098143 1896049 882545 5390396 5471353 15816692 19452041 18171939 21833284 2655016 980333 0 X X 0 1 X 1 0 X 2363346 2573159 11604871 3665416 6189225 26396017 2363346 2573159 11604871 3665416 6189225 26396017 1982049 24413968 339736 324977 329095 335023 334053 1662884 28058901 158955 0.87010 0.86030 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 0 0 4045758 4045758 352288 88072 0 0 275596 624254 395565 352288 1647703 2471555 5530 5530 68899 156064 98891 88072 411926 617889 53 12 2814641 136704 1738777 147700 8912114 592454 1 1 0 1 X 5483250 80957 641461 296206 5909462 5597047 209560 -34671 288686 5483250 5810643 50000 22559 286155 5597047 5412644 28581 574254 204836 5810643 5158988 236516 244562 227422 5412644 0.93000 0.07000 0 0 43611 38949 4662 4662 Investments - Publicly Traded Securities 20875232 F 20875232 X Part IV, Line 2b: As of June 30, 2017, the Foundation maintained a total of $2,043,738 for other nonprofit organizations in which the organizations transferred assets to the Foundation and named themselves as beneficiaries. Part V, Line 4: The annual spending policy is intended to enable the Napa Valley Community Foundation's Endowment funds to provide permanent support to a variety of educational, environmental, social, and cultural needs throughout Napa County. Part X, Line 2: The Foundation is a tax-exempt Foundation under Section 501(c)(3) of the Internal Revenue Code. The Foundation is also exempt from state income taxes under provisions of the California Revenue and Taxation code. Accordingly, the consolidated financial statements contain no provision for income taxes. The Foundation evaluates its tax positions taken or expected to be taken to determine whether the tax positions are "more-likely-than-not" of being sustained by the applicable tax authority. Tax positions not deemed to meet the "more-likely-than-not" threshold are recorded as an expense in the applicable year. As of June 30, 2017, the Foundation does not have any significant uncertain tax positions for which a reserve would be necessary. 1 10000 Degrees 1650 Los Gamos Drive Suite 110 San Rafael CA 94903 953667812 5000 for support of 10,000 Degrees' programs and scholorships for Sonoma County s Aim High for High School PO Box 410715 San Francisco CA 941410715 943296338 25000 to support expansion of the Napa Aim High summer program Aldea Inc PO Box 841 Napa CA 94559 942159248 37000 General support, Aldea Behavior Health Services at Wolfe Center, drug preven Arts Council Napa Valley 3299 Claremont Way Ste 5 Napa CA 94558 942710866 20000 fund arts education in Napa Valley and Poetry Out Loud Program; support arts Auction Napa Valley PO Box 141 St Helena CA 94574 942702203 100000 for the 2017 Fund a Need Bret Harte Elementary School 1035 Gilman Ave San Francisco CA 94124 5000 for general support Bridge Housing Corporation 600 California Street Ste 900 San Francisco CA 94108 942827909 5000 for support for the Kent Colwell Scholarship Fund California Polytechnic State University San Luis Obispo University Cashier Admin 131-E San Luis Obispo CA 934070501 204927897 8000 for student assistance California State University Sacramento 6000 J Street Sacramento CA 958196644 941347023 5500 for student assistance California State University Sonoma 1801 East Cotati Avenue Rohnert Park CA 949283609 990157509 12000 for student assistance California Wine Grape 1121 L Street Suite 304 Sacramento CA 95814 680429302 5000 for the California Wine Grape Growers Foundation fund Calistoga Joint Unified School District 1520 Lake Street Calistoga CA 94515 521557245 20365 for support of college field trips and teacher training for AVID program Calistoga Junior & Senior High School 1608 Lake Street Calistoga CA 94515 10000 for the 2016 Kent and Frances Ingalls Scholarship Award Canine Guardians Assistance Dogs 2300 Arthur Street Napa CA 94559 383917740 5000 for general support CASA A Voice for Children 1804 Soscol Avenue Suite 201 Napa CA 94559 203594007 12000 for general support Center for Open Recovery 1170 Market St 6th Floor San Francisco CA 94102 941451895 10000 for general support Child Start Inc 439 Devlin Road Napa CA 94558 680442009 5000 for the Raising a Reader Children's AIDS Art Programme 100 South Street Suite 110 Sausalito CA 94965 260118652 22500 for general purposes, and unrestriced support Choate Rosemary Hall Foundation Inc 333 Christian Street Wallingford CT 06492 060910420 237500 for the purpose of transitioning all faculty and student class periods to 70 City of Napa Parks and Recreation Services Dept 1850 Soscol Ave Suite 201 Napa CA 94559 20995 to purchase materials to imporve drainage and culverts to the main entrance Collabria Care 414 South Jefferson Street Napa CA 94559 680393144 48370 for support of hospice, "Light up a Life" holiday gift to honor Barbara W. W Community Action of Napa 2310 Laurel Street Suite 1 Napa CA 94559 941610851 6700 for support of the senior nutrition program, unrestricted use per request of Community Health Initiative Napa County Inc 2140 Jefferson St Suite D Napa CA 94559 251924934 12000 for general support, seniors insurance program, general project assistance Congregation Beth Shalom 1455 Elm Street Napa CA 94559 237296339 6000 for the Rabbi's Discretionary Fund, general support Connolly Ranch Education Center 3141 Browns Valley Rd Napa CA 94558 800493340 5000 for the Environmental Education Field trip program, general support CorStone 250 Camino Alto Suite 100A Mill Valley CA 94941 942393629 10000 for general support di Rosa Preserve 5200 Sonoma Hwy 121 Napa CA 94559 943367956 20000 for the di Rosa Future's Fund Downtown Napa Farmers Market Corporation dba Napa Farmers Market 952 School Street Suite 275 Napa CA 94559 320285560 6500 for the Farmers Market Token Match Program First Presbyterian Church of St Helena 1428 Spring Street St Helena CA 94574 13000 for general support, and Violet Young Scholarship Program Fiscal Management Associates LLC 440 Park Ave South 3rd Floor New York NY 10016 130000 for Capacity Building Grants financial mgmt Technical Assistance to grantee Francisco Park Conservancy PO Box 475035 San Francisco CA 941475035 471744588 350000 for the purpose of developing and maintaining a 4.25 acre public park on Rus Friends of Pioneer Park 139 Bonnie Brook Drive Napa CA 94558 900940160 10000 to assist in payment for Pioneer Park landscape project Grace Church of Napa Valley 3765 Solano Ave Napa CA 94558 237169732 16360 for the general operating budget Greater Napa Valley Fair Housing Center 1804 Soscol Ave Suite 203 Napa CA 94559 421576121 190000 for general support, supoort of operation and housing programs in coordinati Gunilda Rianda Senior Center Association 1475 Main Street St Helena CA 94574 202411077 11200 for support of the general operating fund, for general support in memory of Hebrew Free Loan Association of San Francisco 131 Steuart Street Suite 520 San Francisco CA 94105 941156545 5000 for general support Humane Society of Napa PO Box 695 Napa CA 94559 237315010 16250 for general support and supoort of the Wellness Clinic International Institute of the Bay Area 657 Mission St Ste 301 San Francisco CA 94105 941156554 133615 for participation in the Citizenship Legal Services collaborative part of Na KQED 2601 Mariposa Street San Francisco CA 94110 941241309 6500 for general support, and general support reference to member #7620300 Legacy Youth Project PO Box 3309 Napa CA 94558 203126333 28000 Legacy Youth Project, for fiscal sponsorship of the Legacy Youth Project Lunchtime Productions Inc 1241 Adams St Suite 1114 St Helena CA 94574 300839728 6000 in-school drama workshops at no charge to three low-income classrooms at one Marin General Hospital Foundation 100B Drakes Landing Road Ste 255 Greenbrae CA 94904 946127213 5000 for support of the "Building Better Health" Capital Campaign Mentis 709 Franklin Street Napa CA 94559 941236934 17000 for the Healthy Minds Healthy Aging Program, Health Minds Health Aging (HMHA Moving Forward Towards Independence 68 Coombs St Bldg B Napa CA 94559 943359635 5000 for general support. This grant was made possible by the generosity of Pat Napa Circles Initiative dba Napa First United Methodist Church 625 Randolph Street Napa CA 94559 941265063 7900 for fiscal sponsorship of the Napa Circles Initiative; this grant was made p Napa County Land Trust dba Land Trust of Napa County 1700 Soscol Avenue Suite 20 Napa CA 94559 942315096 6500 for general support; general support in honor of Mary Novak Napa High School Choral Booster 2475 Jefferson St Napa CA 94558 680039659 6000 for support of the Choral program, general support Napa Valley Child AdvocacyNetwork Inc dba ParentsCAN 1909 Jefferson Street Napa CA 94558 562498308 8250 for general support Napa Valley College 2277 Napa Vallejo Hwy Napa CA 94558 237003565 22000 for student support Napa Valley Community College District Auxiliary Services Organization 2277 Napa-Vallejo Hwy Napa CA 94558 462918583 8000 for support of the Napa Valley College food bank, and Puente Program Napa Valley Community Organizations Active in Disaster 3299 Claremont Way Suite 2 Napa CA 94558 680349777 93000 for fiscal sponsorship of COAD Napa Valley Farmworker Foundation 1795 Third Street Napa CA 94559 364790851 45000 to be restricted to staff salary, and Fields of Opportunity Summer Mentor pr Napa Valley Unified Educational Foundation 2425 Jefferson Street Room 105 Napa CA 94558 680005743 18000 for the Music Connection program for instrument purchases, general support, Napa Valley Unified School District 2425 Jefferson Street Napa CA 94558 34500 for support of college field trips and teacher training for AVID Napa Valley Youth Symphony PO Box 6594 Napa CA 94581 141843988 16000 for support of the porfessional coaching program, general support Napalearns The Napa Valley Partnership for 21st Century Education 2121 Imola Avenue Napa CA 94559 272705006 17000 for general support NEWS 1141 Pear Tree Lane Suite 220 Napa CA 94558 942745889 38500 for general support, support group therapists, Domestic Violence and Sexual Nimbus Arts 649 Main Street St Helena CA 94574 271503762 11217 for general support, Hundreds of Hands program OLE Health Foundation 1141 Pear Tree Lane Ste 100 Napa CA 94558 680149424 45000 for support of the New Building Fund, general support On the Move 780 Lincoln Avenue Napa CA 94558 753149095 80663 for general support of the Napa County VOICES program, Parent University Pro One Purpose School 948 Hollister Ave San Francisco CA 94124 462936117 5000 for sponsorship of benefit Pacific Union College 1 Angwin Avenue Angwin CA 94508 941279798 66000 for support of the Chorale Program, Walt Whitman Scholarship, student suppor Pepperdine University School of Law Office of Financial Assistance 24255 Pacific Coast Highway Malibu CA 902634633 951644037 6100 for student support Planned Parenthood Shasta-Diablo dba Planned Parenthood Northern California 2185 Pacheco St Concord CA 94520 941575233 26000 for general support, and programs Residence XII 12029 113th Ave NE Kirkland WA 98034 911093433 10000 for support of the Family Program, and annual fund raiser for supporting fam Salvation Army - Napa Corps PO Box 2250 Napa CA 945582250 941156347 18500 for support of the Napa Valley Culinary Training Academy program San Francisco State University Bursar's Office 1600 Holloway Avenue ADM 155 San Francisco CA 94132 931137247 5500 for student support Santa Clara University Financial Aid Office 500 El Camino Real Santa Clara CA 950531410 941156617 5000 for student support Soddy-Daisy High School 618 Sequoyah Road SoddyDaisy TN 37379 5000 for scholarships Spirit of Unity in Napa dbaPuertas Abiertas Community Resource Center PO Box 3009 Napa CA 94558 203126333 58769 for participation in the CLS, immigration services, general support, VITA, St Helena High School 1401 Grayson Avenue St Helena CA 94574 53350 for 2016 scholarships St Helena Hospital Foundation 10 Woodland Road St Helena CA 94574 201384250 100500 for general support, Gala Fund support endowment Summer Search 101 Howard Street Suite 250 San Francisco CA 94105 680200138 17500 for support of Napa County programs Sutherland Edwards LLC 568 Jean Street Oakland CA 94610 52000 to provide Technical Assistance to Fair Housing Napa Valley The Pathway Home PO Box 3930 Yountville CA 94599 455350612 10000 for The Pathway Home's supportive and wrap around services, alcohol and drug UC Regents University of California Berkeley Financial Aid and Scholarshi 18 Sproul Hall 1960 Berkeley CA 947201960 19000 for student support UC Regents University of California Davis ANR Office of Contracts & Grant 2801 Second Street Davis CA 95618 946036494 16500 for student support UC Regents University of California Los Angeles Payment Solutions and Com 1125 Murphy Hall 405 Hilgard Aveenue Los Angeles CA 900959000 8000 for student support UC Regents University of California Merced Office of Financial Aid and Sc 5200 N Lake Road Merced CA 95343 12000 for student support UC Regents University of California San Diego student Business Services 9500 Gilman Drive Dept 26 La Jolla CA 920930026 956006144 8000 for student support Up Valley Family Centers of Napa County 1440 Spring Street St Helena CA 94574 800023012 108904 for participation in Citizenship Legal services, general support, VITA, scho Vintage High School Music 1375 Trower Ave Napa CA 94558 900017157 6000 for scholarship funds Part I, Line 2: Napa Valley Community Foundation (NVCF) is committed to ensuring that all grant funds are used solely for the charitable purposes intended. NVCF conducts more than 200 site visits each year with nonprofit organization in Napa County, analyzes financial information about prospective grantees, including tax returns and audited financials (where available), and requires all organization receiving grant distributions to agree that such distributions shall be used only for the charitable purposes outlined in a grant letter that accompanies payment. In many cases, we require grantee organizations to complete a written grant report within a year of receiving funds. X X X X X 0 0 0 0 0 0 0 0 1 1 Terence Mulligan President 180908 0 36667 0 0 0 6448 0 14374 0 238397 0 0 0 Part I, Line 8 The President received a zero-interest loan to assist him to purchase a home in Napa, which was a requirement of his position when he was hired in 2004. The balance of the loan was $39,998 as of 6/30/2017. The loan is forgiven in the amount of $6,667 annually. The maturity date is 5/25/2023. The imputed interest and forgiven debt are included in the President's compensation on an annual basis. Terence Mulligan President Relocation X 200000 39998 0 1 1 39998 Schedule L, Part II: The President received a zero-interest loan to assist him to purchase a home in Napa, which was a requirement of his position when he was hired in 2004. The balance of the loan was $39,998 as of 6/30/2017. The loan is forgiven in the amount of $6,667 annually. The maturity date is 5/25/2023. The imputed interest and forgiven debt are included in the President's compensation on an annual basis. X 6 914485 FMV 0 1 1 Part I, Line 32b: CFNV Charitable Real Estate Fund, NVCF's supporting organization, operates exclusively for charitable purposes by conducting or supporting activities for the benefit of or to carry out the purposes of NVCF. One of these activities is the receipt and subsequent sale of gifts of real property. NVCF's investment advisors are responsible for the sale of stock gifts. Form 990, Part VI, Section B, line 11b The Audit Committee (AC) shall have the responsibility for reviewing the Form 990 tax return including all pertinent Schedules, before they are filed with the Internal Revenue Service. A draft of the Form 990 should be ready for review by the AC no later than two weeks prior to the filing deadline. After the draft of the Form 990 has been obtained by the AC, they will have 7-10 days to complete their review. The AC shall conduct a review of the Form 990. However, if the AC deems it necessary to conduct a more detailed review, they will contact the preparer of the Form 990 to request copies of any relevant detailed tax return workpapers. Once the AC has completed its initial review of the Form 990, a meeting or conference call will be scheduled with the preparer of the Form 990, if necessary, to discuss any questions, comments, and suggested revisions identified by the AC. The preparer of the Form 990 shall make any revisions to the Form 990 as soon as feasibly possible to ensure that the Form 990 is filed with the Internal Revenue Service on a timely basis. All of the questions, comments, and suggested revisions set forth by the AC should be documented, along with any responses from the preparer of the Form 990, if applicable. After the Form 990 has been reviewed by the AC and a final copy is prepared, staff will e-mail the final Form 990 to all NVCF Board Members before the Form 990 is filed and will make a presentation at the next full Board of Directors meeting to update the Board regarding the review of the Form 990, if necessary. Form 990, Part VI, Section B, line 12c MONITORING / ENFORCING THE CONFLICT OF INTEREST POLICY: Once a year or as needed, Board and Advisory Committee Members, Foundation Staff, Volunteers and Contractors will complete a Conflict of Interest Disclosure Statement identifying any significant affiliation and/or position held by self or any immediate family member with any organization using the following guidelines: a. Any significant affiliation and/or position held by self or any immediate family member with any local charitable or community organization(s). b. Any significant affiliation and/or position held by self or any immediate family member with local business enterprise(s). c. Any other significant involvements with organizations that may create an interest or bias with respect to the Foundation's action. Any possible conflicts shall be disclosed before any Board or Committee meeting discussion begins. The minutes of the meeting shall reflect this disclosure. After acknowledging the potential conflict, the Board/Committee/Staff Member/Volunteer/Contractor may briefly address the other Members regarding this matter. The Board/Committee/Staff Member/volunteer/Contractor may also answer pertinent questions since personal knowledge on the issue may be of assistance to the other Members in reaching their decisions. The Board/Committee/Staff member, however, will abstain from voting on this issue. Form 990, Part VI, Section B, line 15 PROCESS FOR REVIEWING COMPENSATION: NVCF President * The Executive Committee (EC) of the Board meets annually to review the President's performance. * In preparation for this meeting, they review salary comps for Presidents and CEOs of medium-sized Community Foundations in California and nationwide. * The President prepares an extensive, written self-assessment of his performance that is based on specific, measurable, attainable, relevant and timely goals agreed upon during the prior year's performance review with the EC. * The self assessment is sent to the EC at least one week before their review meeting. * At the review meeting, members of the EC bring comments and suggested revisions to the self assessment document, and engage the President in a conversation about prior year and coming year goals for the President and NVCF. * The comments and suggested edits to the self assessment are folded into a revised document called the supervisor assessment. * The supervisor assessment is shared with the Board of Directors in executive session, without staff present, at the next meeting of the Board. * At this Board meeting, the EC makes recommendations for salary adjustments, if any, based on the review of comps, the performance of the President, and the overall performance of NVCF. * The full Board votes on any changes to compensation recommended by the EC. Other NVCF Officers and Key Employees * The President meets annually with each of his direct reports to privately review their performance. * This meeting is conducted no more than six weeks after the anniversary of the date of hire of each direct report. * Prior to this meeting, each direct report prepares an extensive, written self-assessment of his/her performance that is based on specific, measurable, attainable, relevant and timely goals agreed upon during the prior year's performance review with the President. * The self assessment is sent to the President at least one week before their review meeting; the President then prepares a supervisor assessment based on the self assessment document. * In preparation for the review meeting, the President reviews salary comps for similar positions in medium-sized Community Foundations in California and nationwide. * Salary adjustments, if any, are based on the review of salary comps and performance. * All salary adjustments are contemplated in the operating budget of NVCF, which is approved by the Board of Directors annually. Form 990, Part VI, Section C, line 19 As a community corporation, we are accountable to the public. The following organizational and financial documents of NVCF will be available (for inspection or copying) at NVCF's office during normal business hours at no charge: * IRS Form 1023 - Application for Recognition of Exemption under Section 501(c)(3) of the Internal Revenue Code * Articles of Incorporation * Internal Revenue Service Determination Letter * California Tax Exempt Letter * Conflict of Interest Policy * Audited Financial Statements * Form 990's - Return of Organization Exempt from Income Tax (Public Inspection Copy) * Annual Reports * Investment Policy * Details of Funds and Fees All of the aforementioned organizational and financial documents will also be posted on the organization's web site. NVCF will make best efforts to ensure that the documents posted on the web site are the most updated versions of such documents. The public inspection copy of the Form 990 will not include the Schedule of Contributors (Schedule B). When responding to a public inspection request for any organizational or financial document by anyone, NVCF shall fulfill such request in a timely fashion without inquiring as to the reason for the public inspection request. Form 990, Part XII, Line 2c: THE PROCESS HAS NOT CHANGED FROM THE PRIOR YEAR. CFNV Charitable Real Estate Fund 3299 Claremont Street Suite 2 Napa CA 94558 010816065 Conducts or supports activities for the benefit of the Foundation. CA 501(c)(3) Line 12a, I Community Foundation of the Napa Valley 1 1 1 1 1 0 0 0 0 0 0 1 0 0 0 0 0 1 0 1 CFNV Charitable Real Estate Fund A 1667 Cash CFNV Charitable Real Estate Fund B 2000 Cash CFNV Charitable Real Estate Fund D 75929 Cash CFNV Charitable Real Estate Fund Q 15196 Cash CFNV Charitable Real Estate Fund S 20000 Cash CFNV Charitable Real Estate Fund K 3300 cash CFNV Charitable Real Estate Fund C 130576 CASH