SONOMA COUNTY VINTNERS FOUNDATION: Form 990PF, tax year 2013
View the entire original 990 at ProPublica ↗
- Organization
- SONOMA COUNTY VINTNERS FOUNDATION (EIN 68-0175790)
- Tax period
- 2013-01-01 to 2013-12-31
- Filed
- 2014-11-15
- IRS object ID
- 201443199349100709
- Schema version
- 2013v3.0
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- Schedule B
- Other Expenses Schedule
- Other Income Schedule2
- Substantial Contributors Sch
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2014-11-15T17:37:23-06:00 | ReturnTs |
| Tax Period End | 2013-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 942894256 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ZAINER RINEHART CLARKE CPAS PC | BusinessNameLine1 |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3510 UNOCAL PL STE 350 | AddressLine1 |
| City | SANTA ROSA | City |
| State | CA | State |
| ZIP Code | 95403 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2013-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 680175790 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SONOMA COUNTY VINTNERS FOUNDATION | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | SONO | BusinessNameControlTxt |
| Phone | 7075225840 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3637 WESTWIND BLVD | AddressLine1 |
| City | SANTA ROSA | City |
| State | CA | State |
| ZIP Code | 95403 | ZIPCode |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | H COMFORT | PersonNm |
| Person Title | EXECUTIVE DIRECTOR | PersonTitleTxt |
| Phone | 7075225840 | PhoneNum |
| Signature | 2014-11-10 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | LINDA KACHIU | PreparerPersonNm |
| PTIN | P00134282 | PTIN |
| Phone | 7075251163 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2013 | TaxYr |
| Build TS | 2015-12-30 17:16:21Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $16,928 | FMVAssetsEOYAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $79,500 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $5 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $5 | InterestOnSavNetInvstIncmAmt |
| Cap Gain Net Incm Net Invst Incm | $0 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $8,000 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $0 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $87,505 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $5 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Taxes Rev And Expnss | $10 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $0 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $10 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $3,913 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $0 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $3,913 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $3,923 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $0 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $3,923 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $103,500 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $103,500 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $107,423 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $0 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $107,423 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$19,918 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $5 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $4,292 | CashBOYAmt |
| Cash EOY | $9,369 | CashEOYAmt |
| Cash EOYFMV | $9,369 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $32,554 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $7,559 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $7,559 | SavAndTempCashInvstEOYFMVAmt |
| Land Bldg Equip Cost Or Other Bss | $9,375 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $9,375 | LandBldgEquipAccumDeprecAmt |
| Total Assets BOY | $36,846 | TotalAssetsBOYAmt |
| Total Assets EOY | $16,928 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $16,928 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
| Unrestricted BOY | $36,846 | UnrestrictedBOYAmt |
| Unrestricted EOY | $16,928 | UnrestrictedEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $36,846 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $16,928 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $36,846 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $16,928 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $36,846 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$19,918 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $16,928 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $16,928 | TotNetAstOrFundBalancesEOYAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $3,439 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $62,616 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.054922 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $4,166 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $37,991 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.109658 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $8,324 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $48,557 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.171427 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $15,669 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $62,731 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.249781 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $38,377 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $76,677 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.500502 | DistributionYr5Rt |
| Total Distribution | 1.086290 | TotalDistributionRt |
| Average Distribution | 0.217258 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $31,770 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $6,902 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $0 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $6,902 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $107,423 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Domestic Org Meeting Sect4940e | Yes (X) | DomesticOrgMeetingSect4940eInd |
| Investment Income Excise Tax | $0 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $0 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $0 | TaxBasedOnInvestmentIncomeAmt |
| Total Payments And Credits | $0 | TotalPaymentsAndCreditsAmt |
| Tax Due | $0 | TaxDueAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (1) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | CA | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | Yes (1) | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | SONOMAWINE.COM | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ANN G MURRAY | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 7075225842 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3637 WESTWIND BLVD | AddressLine1 |
| City | SANTA ROSA | City |
| State | CA | State |
| ZIP Code | 95403 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | 0 | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | 0 | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | 0 | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | Yes (1) | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | 0 | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | 0 | ActsFailToQlfyAsExceptionsInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | 0 | BusinessHoldingsInd |
| Jeopardy Investments | 0 | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | 0 | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | 0 | InfluenceLegislationInd |
| Influence Election | 0 | InfluenceElectionInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (16 entries)
| Address Line1USAddress/AddressLine1 | CityUSAddress/City | StateUSAddress/State | ZIP CodeUSAddress/ZIPCode | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| H COMFORT | ||||||||
| 3637 WESTWIND BLVD | SANTA ROSA | CA | 95403 | EXECUTIVE DIRECTOR | 1.00 | $0 | $0 | $0 |
| C BECK | ||||||||
| 3637 WESTWIND BLVD | SANTA ROSA | CA | 95403 | BOARD MEMBER | 1.00 | $0 | $0 | $0 |
| D KOSTA | ||||||||
| 3637 WESTWIND BLVD | SANTA ROSA | CA | 95403 | BOARD MEMBER | 1.00 | $0 | $0 | $0 |
| R JOY | ||||||||
| 3637 WESTWIND BLVD | SANTA ROSA | CA | 95403 | SECRETARY/TREASURER | 1.00 | $0 | $0 | $0 |
| D GOLDFIELD | ||||||||
| 3637 WESTWIND BLVD | SANTA ROSA | CA | 95403 | PRESIDENT | 1.00 | $0 | $0 | $0 |
| C SHAW | ||||||||
| 3637 WESTWIND BLVD | SANTA ROSA | CA | 95403 | VICE PRESIDENT | 1.00 | $0 | $0 | $0 |
| M GALLO | ||||||||
| 3637 WESTWIND BLVD | SANTA ROSA | CA | 95403 | BOARD MEMBER | 1.00 | $0 | $0 | $0 |
| G FORTH | ||||||||
| 3637 WESTWIND BLVD | SANTA ROSA | CA | 95403 | BOARD MEMBER | 1.00 | $0 | $0 | $0 |
| J BUNDSCHU | ||||||||
| 3637 WESTWIND BLVD | SANTA ROSA | CA | 95403 | BOARD MEMBER | 1.00 | $0 | $0 | $0 |
| J PETERSON | ||||||||
| 3637 WESTWIND BLVD | SANTA ROSA | CA | 95403 | BOARD MEMBER | 1.00 | $0 | $0 | $0 |
| D WILDERMUTH | ||||||||
| 3637 WESTWIND BLVD | SANTA ROSA | CA | 95403 | BOARD MEMBER | 1.00 | $0 | $0 | $0 |
| K STARE WALLACE | ||||||||
| 3637 WESTWIND BLVD | SANTA ROSA | CA | 95403 | BOARD MEMBER | 1.00 | $0 | $0 | $0 |
| P SEGHESIO | ||||||||
| 3637 WESTWIND BLVD | SANTA ROSA | CA | 95403 | BOARD MEMBER | 1.00 | $0 | $0 | $0 |
| H BAHANEH ESQ | ||||||||
| 3637 WESTWIND BLVD | SANTA ROSA | CA | 95403 | BOARD MEMBER | 1.00 | $0 | $0 | $0 |
| S FRIDSTEIN | ||||||||
| 3637 WESTWIND BLVD | SANTA ROSA | CA | 95403 | BOARD MEMBER | 1.00 | $0 | $0 | $0 |
| S MESSINGER | ||||||||
| 3637 WESTWIND BLVD | SANTA ROSA | CA | 95403 | BOARD MEMBER | 1.00 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $0 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $32,254 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $32,254 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $32,254 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $484 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $31,770 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $1,589 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $1,589 | MinimumInvestmentReturnAmt |
| Total Tax | $0 | TotalTaxAmt |
| Distributable Before Adj | $1,589 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $8,000 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $9,589 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $9,589 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $107,423 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $107,423 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $107,423 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $9,589 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $34,558 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $12,537 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $5,897 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $2,267 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $308 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $55,567 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $107,423 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $9,589 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $97,834 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $153,401 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $34,558 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $118,843 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $12,537 | ExcessFromYear4Amt |
| Excess From Year3 | $5,897 | ExcessFromYear3Amt |
| Excess From Year2 | $2,267 | ExcessFromYear2Amt |
| Excess From Year1 | $308 | ExcessFromYear1Amt |
| Excess From Current Year | $97,834 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (14 entries)
| Address Line1RecipientUSAddress/AddressLine1 | CityRecipientUSAddress/City | StateRecipientUSAddress/State | ZIP CodeRecipientUSAddress/ZIPCode | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| LIVING ROOM CENTER INC | |||||||
| 636 CHERRY STREET | SANTA ROSA | CA | 95404 | NONE | 501(C)3 | GENERAL PURPOSE | $3,600 |
| THE CERES COMMUNITY PROJECT | |||||||
| PO BOX 1562 | SEBASTOPOL | CA | 95473 | NONE | 501(C)3 | GENERAL PURPOSE | $10,000 |
| VERITY COMPASSION SAFETY SUPPORT A CALIFORNIA CORPORATION | |||||||
| 835 PINER RD STE D | SANTA ROSA | CA | 95403 | NONE | 501(C)3 | GENERAL PURPOSE | $4,250 |
| GLOBAL STUDENT EMBASSY | |||||||
| PO BOX 544 | SEBASTOPOL | CA | 95473 | NONE | 501(C)3 | GENERAL PURPOSE | $4,763 |
| GREENACRE HOMES & SCHOOL | |||||||
| 438 EDDIE LANE | SEBASTOPOL | CA | 95472 | NONE | 501(C)3 | GENERAL PURPOSE | $3,886 |
| JEWISH COMMUNITY FREE CLINIC | |||||||
| 490 CITY CENTER DRIVE | ROHNERT PARK | CA | 94928 | NONE | 501(C)3 | GENERAL PURPOSE | $10,000 |
| PDI SURGERY CENTER | |||||||
| 1380 19TH HOLE DRIVE | WINDSOR | CA | 95492 | NONE | 501(C)3 | GENERAL PURPOSE | $4,500 |
| PETALUMA HEALTH CENTER | |||||||
| 1179 NORTH MCDOWELL BLVD | PETALUMA | CA | 94954 | NONE | 501(C)3 | GENERAL PURPOSE | $10,000 |
| REDWOOD EMPIRE FOOD BANK | |||||||
| 3990 BRICKWAY BLVD | SANTA ROSA | CA | 95403 | NONE | 501(C)3 | GENERAL PURPOSE | $10,000 |
| PARKS ALLIANCE FOR SONOMA COUNTY | |||||||
| 2300 COUNTY CENTER DR STE 120A | SANTA ROSA | CA | 95401 | NONE | 501(C)3 | GENERAL PURPOSE | $10,000 |
| SONOMA COUNTY FAMILY YMCA | |||||||
| PO BOX 3506 | SANTA ROSA | CA | 95402 | NONE | 501(C)3 | GENERAL PURPOSE | $8,255 |
| SUNNY HILLS SERVICE | |||||||
| 300 SUNNY HILLS DRIVE | SAN ANSELMO | CA | 94960 | NONE | 501(C)3 | GENERAL PURPOSE | $6,746 |
| TOMORROW'S ACCESS TODAY | |||||||
| PO BOX 1731 | SANTA ROSA | CA | 95402 | NONE | 501(C)3 | GENERAL PURPOSE | $10,000 |
| OPERATION ACCESS | |||||||
| 115 SANSOME STREET SUITE 1205 | SAN FRANCISCO | CA | 94104 | NONE | 501(C)3 | GENERAL PURPOSE | $7,500 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $103,500 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $5 | ExclusionAmt |
Other Revenue Described OtherRevenueDescribedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | RECOVERY OF PREVIOUS DISTRIBUTION | Desc |
| Related Or Exempt Function Incm | $8,000 | RelatedOrExemptFunctionIncmAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $5 | ExclusionAmt |
| Related Or Exempt Function Incm | $8,000 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $8,005 | TotalIncomeProducingActyAmt |
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Line Number | 11A | LineNumberTxt |
| Relationship Statement | RECOVERY OF PREVIOUS CONTRIBUTION MADE | RelationshipStatementTxt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | 0 | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | 0 | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | 0 | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | Yes (1) | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | 0 | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | Yes (1) | SharingOfFacilitiesEtcInd |
Transfer Schedule Detail TransferScheduleDetail (2 entries)
| Line NumberLineNumberTxt | InvolvedInvolvedAmt | Transfers Trans And Shr ArrngmTransfersTransAndShrArrngmDesc |
|---|---|---|
| SONOMA COUNTY VINTNERS | ||
| 1b(3) | $0 | RENTAL OF BUSINESS PREMISES FOR $0 PER ANNUM. |
| SONOMA COUNTY VINTNERS | ||
| 1c | $0 | SONOMA COUNTY VINTNERS FOUNDATION USES EQUIPMENT AND OTHER ASSETS OWNED BY THE SONOMA COUNTY VINTNERS AT NO COST |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Relationships Nonchrtbl EO | Yes (1) | RelationshipsNonchrtblEOInd |
Relationship Schedule Detail RelationshipScheduleDetail
Organization Business Name OrganizationBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SONOMA COUNTY VINTNERS | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Type | 501(C)(6) | OrganizationTypeDesc |
| Relationship Description | COMMON DIRECTORS | RelationshipDescriptionTxt |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SONOMA VALLEY HARVEST WINE AUCTION FOUNDATION | BusinessNameLine1 |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 783 BROADWAY | AddressLine1 |
| City | SONOMA | City |
| State | CA | State |
| ZIP Code | 95476 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $79,500 | TotalContributionsAmt |
| Person Contribution | Yes (X) | PersonContributionInd |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| INSURANCE | $1,922 | $0 | $1,922 |
| ACCOUNTING | $1,991 | $0 | $1,991 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | RECOVERY OF PREVIOUS DISTRIBUTION | Desc |
| Revenue And Expenses Per Books | $8,000 | RevenueAndExpensesPerBooksAmt |
| Adjusted Net Income | $8,000 | AdjustedNetIncomeAmt |
Substantial Contributors Sch SubstantialContributorsSch
Substantial Contributor Detail SubstantialContributorDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SONOMA VALLEY HARVEST WINE AUCTION FOUNDATION | BusinessNameLine1 |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 783 BROADWAY | AddressLine1 |
| City | SONOMA | City |
| State | CA | State |
| ZIP Code | 95476 | ZIPCode |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | STATE TAXES | CategoryTxt |
| Amt | $10 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $10 | DisbursementsCharitablePrpsAmt |
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