2024-12-11T09:35:49-06:00 2024-06-30 473578940 KEVIN S ALFARO CPA PO BOX 457 NAPA CA 94559 990PF 2023-07-01 943375434 THE CARPY FAMILY FOUNDATION CARP 7074788725 PO BOX 845 ANGWIN CA 94508 CATHERINE C HEYWOOD SECRETARY/TREASURER 7074788725 2024-12-09 1 0 KEVIN S ALFARO P00047779 7074928094 2024-12-09 X 2023 2024-10-15 13:58:12Z X 1959194 X X 37710 37710 37710 70630 911340 70630 108340 108340 37710 0 0 0 0 1500 1500 0 0 31900 31900 31651 0 656 656 0 0 34056 34056 31651 0 86000 86000 120056 34056 31651 86000 -11716 74284 6059 56908 56711 56711 338141 356606 342570 898710 868334 1340623 215230 215622 219290 1508989 1497273 1959194 0 0 X 1508989 1497273 1508989 1497273 1508989 1497273 1508989 -11716 0 1497273 0 1497273 BOFA C09 2023-07-01 2024-06-30 170134 161769 8365 8365 BOFA C09 2023-07-01 2024-06-30 741206 678941 62265 62265 70630 8365 1033 0 1033 0 1033 753 0 0 0 753 6 286 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 1800163 77921 0 1878084 0 0 1878084 28171 1849913 92496 92496 1033 1033 91463 0 91463 0 91463 86000 0 86000 91463 85471 0 0 86000 85471 0 0 529 0 0 0 0 0 0 0 0 90934 0 0 0 X CLINIC OLE 1141 PEAR TREE LANE NAPA CA 94558 NONE PC FURTHER CHARITABLE PURPOSE 16000 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 40000 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 86000 0 14 37710 18 70630 0 108340 0 108340 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 176909 176666 MUTUAL FUNDS 38713 38560 ACCRUED INTEREST 0 4064 CORPORATE STOCKS 868334 1340623 356606 342570 0 0 INVESTMENT ADVISORY FEES 31563 31563 31563 0 BANK FEES 88 88 88 0 DOJ FILING FEE 249 249 0 0 FOREIGN TAXES WITHHELD 656 656 0 0