2024-05-08T11:53:57-07:00 2023-12-31 Julian M Weingart CPA 2300 Contra Costa blvd Ste 230 Pleasant Hill CA 94523 990PF 2023-01-01 202002457 THE ISABEL AND MICHAEL MONDAVI FOUNDATION ISAB 7072562707 PO BOX 2350 NAPA CA 94558 Michael Mondavi CFO 7072562700 2024-05-08 true MICHAEL MONDAVI 999009999 true Julian Weingart P00635629 9254641880 X 3 AAL1 IAL1 FAL1 2023 2023-04-26 12:10:37Z X 4337980 X X 79723 79723 918283 3966704 918283 998006 998006 5498 6353 6120 1878 378 148 100 13977 6498 0 362233 362233 376210 6498 362233 621796 991508 31507 21818 21818 39131 19828 19828 2633 381144 1442860 3422934 4273987 964232 18080 22347 927166 855320 3788673 4337980 4337980 0 X 3788673 4337980 3788673 4337980 3788673 4337980 3788673 621796 102 4410571 72591 4337980 VARIOUS PERSHING LLC (FRB) - ST COVERED - ATTCHD P 2022-09-30 2023-06-30 142681 142719 -38 -38 VARIOUS PERSHING LLC (FRB) - LT COVERED - ATTCHD P 2000-01-01 2023-06-30 363374 335555 27819 27819 VARIOUS SCHWAB ONE #9871 - ST COVERED - ATTCHD P 2022-09-30 2023-06-30 597842 596962 880 880 VARIOUS SCHWAB ONE #9871 - LT COVERED - ATTCHD P 2000-01-01 2023-06-30 2834990 1965962 869028 869028 52 SHS VANGUARD INTERM-TERM INVEST-VFIDX P 2023-09-18 2023-10-10 423 200 223 223 20 SHS VANGUARD SHORT-TERM INVEST-VFSUX P 2023-09-18 2023-10-11 201 100 101 101 130 SHS CHUBB LTD P 2000-01-01 2023-10-11 27183 6923 20260 20260 Capital Gain Dividends 10 918283 1166 13782 13782 13782 2842 2842 10940 0 false false false false false false false true true CA true false false false true true N/A NANCY SELLERS 7072554813 1246 OLIVE HILL LANE NAPA CA 94558 false false false false false false false false false false false false false false false false false false false false false false Michael Mondavi PO Box 2350 Napa CA 94558 CFO 3.00 0 Isabel Mondavi PO Box 2350 Napa CA 94558 Secretary 1.00 0 Dina Mondavi PO Box 2350 Napa CA 94558 CEO 1.00 0 NONE NONE 4046473 50026 0 4096499 0 4096499 61447 4035052 201753 201753 13782 13782 187971 187971 187971 362233 362233 187971 104553 25082 111564 241199 362233 0 187971 174262 415461 0 415461 104553 25082 111564 174262 Michael Mondavi Isabel Mondavi THE ISABEL AND M MONDAVI FOUNDATION PO BOX 2350 NAPA CA 94558 7072554813 Nancy@nancyrsellers.com LETTER FORM WITH INFORMATION ABOUT THE ORGANIZATION REQUESTING THE GRANT, PURPOSE OF THE DONATION, AND ANY OTHER HELPFUL INFORMATION. NONE GENERALLY CHARITIES FOR THE BENEFIT OF NAPA COUNTY ARE GIVEN A HIGHER PRIORITY. NAPA VALLEY COMMUNITY FOUNDATION 3299 CLAREMONT WAY NAPA CA 94558 Donor Advised Fund PF The Napa Valley Community Foundation works side-by-side with donors and nonprofits to identify and solve the most pressing problems in our Valley. They work with successful people who want to give back. The NVCF knows how to do it. For more than 25 years, theyve elevated donor service to an art, helping clients like us take a strategic approach to their philanthropy. The NVCF deeply understands the nonprofit sector and community needs. They share what they know with us, and this makes our giving more thoughtful and more impactful. 242500 QUEEN OF THE VALLEY HOSPITAL FOUNDA 1000 Trancas St Napa CA 94558 HONORARY BOARD MEMBER-CFO EOF Support of hospital services in the Napa Valley community. At least $33,334 was specifically made to benefit the Herman Family Pavilion campaign that encompasses The Marjorie Mondavi Intensive Care Unit at the hospital. All of these projects support ongoing medical services such as neurosurgery, trauma center, stroke center, cardiac and oncology programs. This payment is part of ongoing annual support. 33333 THE FAMILY TRUST PO BOX 396 NAPA CA 94559 None PC TO HELP NEEDY FAMILIES IN NAPA WITH FOOD, SHELTER, ETC. 1000 DAWN REDWOODS CHARITABLE TRUST ONE BLACKFIELD DR SUITE 331 TIBURON CA 94920 None PF Fund for Bohemian families and others in time of need. 5000 EISENHOWER HEALTH FOUNDATION 39000 BOB HOPE DRIVE RANCHO MIRAGE CA 92270 None EOF Eisenhower Health, a not-for-profit organization, exists to serve the changing health care needs of our region by providing excellence in patient care with supportive education and research. Eisenhower Health has provided high quality and compassionate care for 45 years with a state-of-the-art facility. This is an accredited teaching hospital. Funds go to help with the general mission of the hospital in providing excellent care. 52900 UC DAVIS FOUNDATION ONE SHIELDS AVENUE DAVIS CA 95616 None EOF The UC Davis Foundation is a nonprofit organization that plays an essential role in sustaining and enhancing the excellence of UC Davis by highlighting the impacts of philanthropy and stewarding private donations to the university. It is governed by a distinguished volunteer Board of Trustees. The foundation accepts philanthropic gifts on behalf of UC Davis,distributes philanthropic contributions according to donors wishes, andstewards private gifts to safeguard and augment their financial value.Established in 1959, the UC Davis Foundation has a rich history of stewarding private contributions that advance the universitys mission. Gifts made through the foundation leverage the core funding the university receives from the state of California, enhancing UC Davis ability to teach, discover and serve the public in ways that shape the future of our world. 2000 MONARCH JUSTICE CENTER 1546 1ST STREET NAPA CA 94558 None PC Work with community resources to ensure that all survivors of violence or victimization have access to equal justice and to the resources they need to heal and thrive. 10000 ROOTS OF PEACE 4000 CIVIC CENTER DRIVE SAN RAFAEL CA 94903 None PC This organization supports the transformation of battlefields of war into thriving agricultural farmlands-restoring agricultural productivity and prosperity benefiting war-torn families. 5000 THE JULIA CHILD FOUNDATION 1187 COAST VILLAGE ROAD SUITE 556 SANTA BARBARA CA 93108 None PF The Julia Child Foundation for Gastronomy and the Culinary Arts was created by Julia in 1995 and became operational in 2004. Headquartered in Santa Barbara, California, the Foundation is a non-profit which makes grants to support research in culinary history, scholarships for professional culinary training and internships in food writing, as well as professional development and food literacy programs. Over the last decade, the Foundation has made more than $2 million in grants to other non-profits. In 2015, the Foundation created the Julia Child Award, presented in association with the Smithsonians National Museum of American History. The annual Award honors an individual who has made a profound and significant difference in the way Americans cook, eat and drink, and is accompanied by a $50,000 grant from the Foundation to a food-related non-profit selected by the recipient. 500 HOLY TRINITY CLASSICAL CHRISTIAN SC 302 BURROUGHS AVENUE BEAUFORT SC 29902 None PC Holy Trinity Classical Christian School is distinctly classical and distinctively Christian. The Word of God teaches that parents are ultimately responsible for raising and educating their children. Therefore parents will be integral parts of the education process in partnership with teachers imparting to the students the biblical, Christian worldview employing the Trivium methodology. 5000 ALOHA WINE FOUNDATION chairalohawinefoundationorg HONOLULU HI 96795 None PF Funds were given to assist victims of the Lahaina fire in Maui, Hawaii. This was a fundraising effort spearheaded by the Aloha Wine Foundation. The funds will be earmarked for helping Lahaina fire victims primarily in the hospitality and restaurant industries. However, primarily this organization gives scholarships to wine industry professionals on a need basis in Hawaii with a goal of creating more diversity and inclusion in gender and race. Secondly, the organization provides educational events that not only educate, but serve as a networking platform leading to job opportunities, mentoring, and fellowship. 4000 MENTIS 709 FRANKLIN STREET NAPA CA 94559 None PC So many mental health crises can be avoided when people have the tools to address their challenges before they become insurmountable. The added stressors of the last several years make it imperative that residents can turn to an expert that helps them learn how to cope with these situations in a productive way, allowing them to feel and function at their best.Every day, the staff and clinicians educate, support and inspire people to take charge of their mental well-being. With programs ranging from prevention to treatment, Mentis is here to make sure our communitys mental wellness flourishes.Because when the organization shares its expertise on how to cope with lifes ups and downs, we empower our neighbors to live the lives they want to live. Mentis was founded in 1948 just after World War II to help families to readjust to civilian life. Napa Countys mental health needs have grown over the decades becoming more complex due to the added stressors of the last several years, especially i 1000 362233 14 79723 18 918283 998006 998006 false false false false false false false false false false BOOKKEEPING 1150 0 0 0 TAX PREPARATION & ACCOUNTING SERVICES 4348 0 0 0 EQUITIES - (INCL MUTUAL FUNDS BOY ONLY ) 3422934 4273987 CROWN CASTLE INC - REIT AT COST 18080 22347 APPRECIATION (DEPREC.) OF INVESTMENTS 927166 855320 BANK FEES 25 FEE - STATE ATTORNEY GENERAL 75 NON-TAXABLE DIVIDEND 102 ADR FEES - SCHWAB 134 134 0 0 INVESTMENT MGMT. FEES - FIRST REPUBLIC 5986 5986 0 0 OUTSIDE SERVICES 233 0 0 0 FEDERAL EXCISE TAXES 1500 FOREIGN TAX ON DIVIDENDS-FIRST REPUBLIC 378 378