2024-01-29T12:20:51-06:00 2023-06-30 473578940 KEVIN S ALFARO CPA PO BOX 457 NAPA CA 94559 990PF 2022-07-01 943375434 THE CARPY FAMILY FOUNDATION CARP 7074788725 PO BOX 845 ANGWIN CA 94508 CATHERINE C HEYWOOD SECRETARY/TREASURER 7074788725 2024-01-17 1 CATHERINE HEYWOOD 999009999 0 KEVIN S ALFARO P00047779 7074928094 2024-01-17 X 2 AAL1 IAL1 2022 2023-04-26 12:10:37Z X 1819560 X X 33358 33358 33358 62163 640269 62163 95521 95521 33358 0 0 0 0 1500 1500 0 0 25276 25276 25201 0 1735 1735 0 0 28511 28511 25201 0 100000 100000 128511 28511 25201 100000 -32990 67010 8157 45769 56908 56908 328435 338141 299988 896294 898710 1262497 271481 215230 200167 1541979 1508989 1819560 0 0 X 1541979 1508989 1541979 1508989 1541979 1508989 1541979 -32990 0 1508989 0 1508989 BOFA C09 2022-07-01 2023-06-30 99811 104779 -4968 -4968 BOFA C09 2021-07-01 2023-06-30 540458 473327 67131 67131 62163 -4968 931 0 931 0 931 1694 0 0 0 1694 10 753 753 0 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 1718238 71237 0 1789475 0 0 1789475 26842 1762633 88132 88132 931 931 87201 0 87201 0 87201 100000 0 100000 87201 97789 2020 481 0 100000 97789 481 0 1730 0 0 0 0 0 0 0 0 85471 0 0 0 X CLINIC OLE 1141 PEAR TREE LANE NAPA CA 94558 NONE PC FURTHER CHARITABLE PURPOSE 20000 COPE FAMILY CENTER 707 RANDOLPH STREET NAPA CA 94559 NONE PC FUTHER CHARITABLE PURPOSE 10000 NAPA VALLEY VINE TRAIL 2721 NAPA VALLEY CORPORATE DRIVE NAPA CA 94558 NONE PC FURTHER CHARITABLE PURPOSE 50000 OUR TOWN ST HELENA 1250 CHURCH STREET ST HELENA CA 94574 NONE PC FURTHER CHARITABLE PURPOSE 10000 RIANDA HOUSE 1475 MAIN STREET ST HELENA CA 94574 NONE PC FURTHER CHARITABLE PURPOSE 5000 UPVALLEY FAMILY CENTER 1440 SPRING STREET ST HELENA CA 94574 NONE PC FURTHER CHARITABLE PURPOSE 5000 100000 0 14 33358 18 62163 0 95521 0 95521 0 0 0 0 0 0 0 0 0 0 ACCOUNTING 1500 1500 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 150022 134740 MUTUAL FUNDS 65208 61498 ACCRUED INTEREST 0 3929 CORPORATE STOCKS 898710 1262497 338141 299988 0 0 INVESTMENT ADVISORY FEES 24892 24892 24892 0 BANK FEES 309 309 309 0 DOJ FILING FEE 75 75 0 0 FEDERAL TAXES, NET OF REFUNDS 998 998 0 0 FOREIGN TAXES WITHHELD 737 737 0 0