2026-02-18T10:29:57-06:00 2025-06-30 473578940 KEVIN S ALFARO CPA PO BOX 457 NAPA CA 94559 990PF 2024-07-01 943375434 THE CARPY FAMILY FOUNDATION CARP 7074788725 PO BOX 845 ANGWIN CA 94508 CATHERINE C HEYWOOD SECRETARY/TREASURER 7074788725 2026-02-02 1 1 KEVIN S ALFARO P00047779 7074928094 2026-02-02 X 2024 2025-03-06 01:10:19Z X 2066446 X X 37574 37574 238006 1412438 238006 275580 275580 0 0 0 1500 1500 0 24174 24174 0 2272 2272 0 27946 27946 0 91000 91000 118946 27946 91000 156634 247634 56711 68908 68908 356606 329198 323986 868334 901490 1312053 215622 354311 361499 1497273 1653907 2066446 0 0 X 1497273 1653907 1497273 1653907 1497273 1653907 1497273 156634 0 1653907 0 1653907 MERRILL 2023-07-01 2025-06-30 856275 601264 255011 255011 MERRILL 2024-07-01 2025-06-30 556163 573168 -17005 -17005 238006 3442 0 3442 0 3442 1040 0 0 0 1040 2 2404 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 1949957 59678 0 2009635 0 0 2009635 30145 1979490 98975 98975 3442 3442 95533 0 95533 0 95533 91000 0 91000 95533 90934 0 0 91000 90934 0 0 66 0 0 0 0 0 0 0 0 95467 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 43000 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 NIMBUS ARTS 649 MAIN STREET ST HELENA CA 94574 NONE PC FURTHER CHARITABLE PURPOSE 2000 91000 0 14 37574 18 238006 0 275580 0 275580 0 0 0 0 0 0 0 0 0 0 ACCOUNTING 1500 1500 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 220919 224702 MUTUAL FUNDS 133392 136797 CORPORATE STOCKS 901490 1312053 329198 323986 0 0 INVESTMENT ADVISORY FEES 23850 23850 0 BANK FEES 150 150 0 DOJ FILING FEE 174 174 0 FOREIGN TAXES WITHHELD 394 394 0 IRS 1878 1878 0