2024-05-08T10:20:33-05:00 2023-12-31 680289709 DAL POGGETTO & CO LLP 149 STONY CIRCLE FIRST FLOOR SANTA ROSA CA 95401 990 2023-01-01 680175790 SONOMA COUNTY VINTNERS FOUNDATION SONO 7075225844 400 AVIATION BLVD SUITE 500 SANTA ROSA CA 95403 MIKE HANEY EXECUTIVE DIRECTOR 7075225842 2024-05-07 1 MIKE HANEY 999009999 0 JOE BERMUDEZ P01887848 7075453311 0 AAL1 IAL1 2023 2023-04-26 12:10:37Z MIKE HANEY 400 AVIATION BLVD SUITE 500 SANTA ROSA CA 95403 1422491 0 X N/A X 1988 CA SONOMA COUNTY VINTNERS FOUNDATION CONDUCTS AND SUPPORTS EDUCATION PROGRAMS RELATED TO THE WINE INDUSTRY. 13 13 0 17 0 0 929511 1277471 0 0 14059 0 135925 -181686 1079495 1095785 1005600 609181 0 0 550262 665324 0 0 0 309244 344056 1865106 1618561 -785611 -522776 2241351 2210660 630657 590072 1610694 1620588 SONOMA COUNTY VINTNERS FOUNDATION CONDUCTS AND SUPPORTS EDUCATION PROGRAMS RELATED TO THE WINE INDUSTRY. 0 0 1127149 609181 1095785 SONOMA COUNTY VINTNERS FOUNDATION (THE "FOUNDATION") PROVIDES SUPPORT TO THE LOCAL COMMUNITY THROUGH PHILANTHROPY AND CHARITABLE GIVING. SONOMA COUNTY VINTNERS FOUNDATION (SCVF) IS AN ACCREDITED 501C(3) NONPROFIT ORGANIZATION FOUNDED IN 1988. ITS PURPOSE IS TO CONSISTENTLY SUPPORT LOCAL NONPROFIT ORGANIZATIONS THAT ADDRESS ISSUES WITHIN THE SONOMA COUNTY COMMUNITY. SCVF CULTIVATES A VIBRANT AND DIVERSE SONOMA COUNTY BY ELEVATING LIVES THROUGH CHARITABLE EVENTS AND PHILANTHROPIC GIVING. FUNDRAISING EFFORTS HAVE A DIRECT IMPACT IN THE AREAS OF EDUCATION & LITERACY, HEALTH & HUMAN SERVICES, THE ENVIRONMENT, AND ARTS & CULTURE. 1127149 1 1 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 1 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 X 13 13 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 CA X CHRISTINA ESROCK 7075225844 400 AVIATION BLVD SUITE 500 SANTA ROSA CA 95403 RICHARD IDELL BOARD MEMBER-NON VOTING 2.00 2.00 X 0 0 0 RAY JOHNSON BOARD MEMBER-NON VOTING 2.00 2.00 X 0 0 0 MONICA LOPEZ BOARD MEMBER 2.00 2.00 X 0 0 0 ANNE MOSES BOARD MEMBER 2.00 2.00 X 0 0 0 MIKE SULLIVAN BOARD MEMBER 2.00 2.00 X 0 0 0 COURTNEY FOLEY BOARD MEMBER 2.00 2.00 X 0 0 0 ERIN BROOKS BOARD MEMBER 2.00 2.00 X 0 0 0 CHRISTOPHER MUNSELL BOARD MEMBER 2.00 2.00 X 0 0 0 STUART BRYAN BOARD MEMBER 2.00 2.00 X 0 0 0 MIKE MARTINI BOARD MEMBER-GOVERNMENT RELATIONS COMMITTEE CHAIR 2.00 2.00 X 0 0 0 DAVID RAMEY BOARD MEMBER 2.00 2.00 X 0 0 0 CARMEN CASTALDI BOARD MEMBER 2.00 2.00 X 0 0 0 ANA KELLER BOARD MEMBER 2.00 2.00 X 0 0 0 MARK MALPIEDE PRESIDENT 2.00 2.00 X 0 0 0 MIKE HANEY EXECUTIVE DIRECTOR 20.00 20.00 X 0 170000 16248 OBIAMAKA PISTONI CHIEF FINANCIAL OFFICER 20.00 20.00 X 0 124452 4255 BARBARA COX MARKETING & COMMUNICATIONS DIRECTOR 16.00 24.00 X 0 126000 13506 DANA MACAULAY AUCTIONS MANAGING DIRECTOR 20.00 20.00 X 0 124650 13506 0 545102 47515 0 0 1 0 0 1099001 178470 1277471 145020 1099001 326706 -181686 -181686 1095785 0 0 -181686 X 609181 609181 228943 228943 337637 269009 68628 17568 17568 39336 39336 41840 36800 5040 100 100 65653 14695 50958 185427 159339 26088 29039 29039 17068 5785 11283 31494 31494 566 554 12 1177 1177 QUICK BOOKS EXPENSE 8185 8185 PERMITS 2548 2448 100 MISCELLANEOUS EXPENSE 2500 2500 BANK FEES 299 299 1618561 1127149 491412 0 1404845 1349047 73725 193832 762781 667781 2241351 2210660 630657 590072 630657 590072 X 1494852 1504746 115842 115842 1610694 1620588 2241351 2210660 -522776 532670 0 X X 0 0 0 X 5078156 1225492 1331334 929511 1277471 9841964 5078156 1225492 1331334 929511 1277471 9841964 9841964 550789 220668 95046 13493 879996 135925 135925 325000 118038 120000 563038 11420923 0.86170 X PART II LINES 1-13 THE ORGANIZATION COMPLETED ITS 60 MONTHS TERMINATION PERIOD AS A PRIVATE FOUNDATION IN 2021. THE 2023 CALCULATION USES DATA COLLECTED DURING THAT PERIOD FOR YEARS 2018 - 2021. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 COMMUNITY INVESTMENT FUND 667781 C 667781 SCWA EVENT 1244021 1099001 145020 68307 258399 1244021 1099001 145020 68307 258399 326706 -181686 1 ALEXANDER VALLEY FILM SOCIETY 375 HEALDSBURG AVE STE 200 HEALDSBURG CA 95448 472085577 10000 0 TO SUPPORT THE AVFILM INTEGRATED FILMMAKING INTENSIVE TO PROMOTE WELL-BEING AND SUPPORT HEALING FROM TRAUMA FOR YOUTH AMBULATORY SURGERY ACCESS COALITION DBA OPERATION ACCESS 353 KEARNY STREET SUITE 201 SAN FRANCISCO CA 94108 943180356 10000 0 TO SUPPORT TO PROVIDE DONATED SURGERIES AND SPECIALTY MEDICAL PROCEDURES FOR UNINSURED RESIDENTS AUDUBON CANYON RANCH PO BOX 577 STINSON BEACH CA 94970 946069140 10000 0 TO SUPPORT THE FIRE FORWARD FELLOWSHIP BOTANICAL BUS 8128 BODEGA AVE SEBASTOPOL CA 954723116 843039239 10000 0 TO SUPPORT THE BILINGUAL MOBILE HERB CLINIC BOYS & GIRLS CLUBS OF SONOMA-MARIN 1400 NORTH DUTTON AVENUE SUITE 24 SANTA ROSA CA 95401 680309534 10000 0 TO EXPAND THE EXISTING AFTER-SCHOOL TK/K LITERACY PROGRAM AND SERVE 500 TK/K UNDERSERVED YOUTH IN 25 BOYS & GIRLS CLUBS CALIFORNIA INDIAN MUSEUM & CULTURAL CENTER 5250 AERO DRIVE SANTA ROSA CA 95403 943244506 10000 0 TO PROVIDE MONTHLY CULTURAL ARTS WORKSHOPS TO NATIVE FAMILIES THROUGH THE HEALING THROUGH CULTURAL ARTS WELLNESS PROGRAM (HCTA) CALIFORNIA PARENTING INSTITUTE (CPI) 3650 STANDISH AVENUE SANTA ROSA CA 95407 942541640 10000 0 TO SUPPORT THE BASIC NEEDS PROGRAM CALIFORNIA POETS IN THE SCHOOLS PO BOX 1328 SANTA ROSA CA 95402 942977264 10000 0 TO SUPPORT TEACHING ARTISTS' EFFORTS TO PROVIDE TRAUMA-INFORMED POETRY PROGRAMS TO SONOMA COUNTY RESIDENTS CERES COMMUNITY PROJECT PO BOX 1562 SEBASTOPOL CA 95473 262250997 10000 0 TO SUPPORT THE HEALING MEALS PROGRAM COMMON GROUND SOCIETY 2777 YULUPA AVE 199 SANTA ROSA CA 95405 850983422 10000 0 TO SUPPORT THE FAMILY SUPPORT INITIATIVE CORAZON HEALDSBURG PO BOX 1004 HEALDSBURG CA 95448 273044487 10000 0 TO SUPPORT THE CASA DEL CORAZON FAMILY RESOURCE CENTER COTS (COMMITTEE ON THE SHELTERLESS) PO BOX 2744 900 HOPPER STREET PETALUMA CA 94953 680176855 10000 0 TO SUPPORT OUTREACH ASSISTANCE TO INDIVIDUALS EXPERIENCING HOMELESSNESS FAMILY JUSTICE CENTER OF SONOMA COUNTY FOUNDATION 2755 MENDOCINO AVE STE 100 SANTA ROSA CA 95403 453160831 10000 0 TO SUPPORT BILINGUAL TRAUMA SYMPTOM MANAGEMENT TOOLS, EDUCATION AND HEALING WORKSHOPS FARM TO PANTRY PO BOX 191 HEALDSBURG CA 95448 465321538 10000 0 TO SUPPORT LOCALLY-GROWN, NUTRITIOUS PRODUCE TO FAMILIES FISH OF THE SANTA ROSA AREA INC PO BOX 4291 SANTA ROSA CA 95402 510159551 10000 0 TO SUPPORT THE EMERGENCY FREE FOOD PANTRY FOOD FOR THOUGHT PO BOX 1608 FORESTVILLE CA 95436 680181095 10000 0 TO SUPPORT THE FULL BELLY PROGRAM FORGET ME NOT CHILDRENS SERVICES 5345 HIGHWAY 12 WEST SANTA ROSA CA 95407 263464770 10000 0 TO SUPPORT THE ANIMAL/HORTICULTURE-ASSISTED INTERVENTION PROGRAM HANNA BOYS CENTER 17000 ARNOLD DRIVE SONOMA CA 95476 941156478 10000 0 TO SUPPORT SONOMA VALLEY ADOLESCENTS THROUGH THE SONOMA VALLEY FOR HEALING JUSTICE PROGRAM HEALDSBURG MUSEUM & HISTORICAL SOCIETY 221 MATHESON STREET HEALDSBURG CA 95448 942401543 10000 0 TO CREATE, DESIGN AND INSTALL AN IMMERSIVE 5 -EXHIBIT, "WE ARE NOT STRANGERS HERE: AFRICAN-AMERICAN HISTORIES IN HEALDSBURG AND RURAL CALIFORNIA" HEALDSBURG SHARED MINISTRIES PO BOX 1646 HEALDSBURG CA 95448 942838706 10000 0 TO SUPPORT TO PROVIDE NUTRITIOUS FOOD TO INDIVIDUALS, FAMILIES, SENIORS AND THE UNSHELTERED HUMANIDAD THERAPY & EDUCATION SERVICES 1260 N DUTTON AVE SUITE 230 SANTA ROSA CA 95401 463725156 10000 0 TO INCREASE ACCESS TO MENTAL HEALTH SERVICES IN THE LATINX COMMUNITY JEWISH COMMUNITY FREE CLINIC OF SONOMA COUNTY 50 MONTGOMERY DR SANTA ROSA CA 95404 943386103 10000 0 TO SUPPORT SOLUTION FOCUSED THERAPY PROGRAM THROUGH EARLY INTERVENTION LA FAMILIA SANA PO BOX 158 CLOVERDALE CA 95425 861711899 10000 0 TO SUPPORT TO PROVIDE AN EMERGENCY FINANCIAL SAFETY NET FOR VULNERABLE COMMUNITY MEMBERS LA LUZ CENTER 17560 GREGER STREET SONOMA CA 95476 680228235 10000 0 TO SUPPORT YOUR COMMUNITY YOUR HEALTH SERVICES LIFEWORKS OF SONOMA COUNTY 1260 NORTH DUTTON AVE 105 SANTA ROSA CA 95401 680375462 10000 0 TO SUPPORT THE EL PUENTE PROGRAM LUTHER BURBANK MEMORIAL FOUNDATION 50 MARK WEST SPRINGS ROAD SANTA ROSA CA 95403 942581084 10000 0 TO SUPPORT THE FREE MARIACHI PROGRAM FOR UNDERSERVED YOUTH, WITH MUSIC EDUCATION VIA AN AFTER-SCHOOL ENSEMBLE AND THREE-WEEK SUMMER CAMPS MADE IN SANTA ROSA FOUNDATION PO BOX 11292 SANTA ROSA CA 95406 853483558 10000 0 TO SUPPORT THE ELITE PROGRAM (EARLY LITERACY ENRICHMENT PROGRAM) FOR MATH AND ENGLISH LANGUAGE ARTS IN THE SANTA ROSA CITY SCHOOLS' K-3 CLASSROOMS NCOE FOUNDATION 2121 IMOLA AVE NAPA CA 94559 831137940 10000 0 TO SUPPORT EARLY LITERACY SKILLS FOR YOUNG CHILDREN FROM UNDERSERVED COMMUNITIES THROUGH AN INSPIRING AND ENGAGING YOUNG AUTHORS PROJECT OFFERED BY THE COOL NORTH BAY CHILDRENS CENTER INC 932 C STREET NOVATO CA 94949 943024246 10000 0 TO SUPPORT TO INCREASE THE NUMBER OF DISADVANTAGED SONOMA COUNTY PRESCHOOL CHILDREN THROUGH NBCC'S SCHOOL-READINESS PROGRAMS PEP HOUSING 625 ACACIA LN SANTA ROSA CA 95409 942565270 10000 0 TO SUPPORT THE DIVERSE HOUSING AND SERVICES NEEDS OF OLDER ADULTS PETALUMA EDUCATIONAL FOUNDATION 200 DOUGLAS ST PETALUMA CA 94952 942847212 10000 0 TO SUPPORT DECODABLE READER SETS FOR KINDERGARTEN THROUGH 3RD GRADE STUDENTS AT MIWOK VALLEY CHARTER SCHOOL RAIZES COLLECTIVE PO BOX 8606 SANTA ROSA CA 95407 473129493 10000 0 TO PROVIDE HEALING OPPORTUNITIES FOR YOUTH THROUGH ARTISTIC AND CULTURAL EXPRESSION, VIA THE COSECHA PROGRAM REACH FOR HOME 443 HUDSON STREET HEALDSBURG CA 95448 472692320 10000 0 TO HELP PEOPLE STAY HOUSED THROUGH THE EVICTION DIVERSION PROGRAM REBUILDING TOGETHER - PETALUMA PO BOX 100 PETALUMA CA 949530100 911762902 10000 0 TO SUPPORT THE SAFE AND HEALTHY HOMES PROGRAM REDWOOD EMPIRE FOOD BANK 3990 BRICKWAY BLVD SANTA ROSA CA 95403 680121855 10000 0 TO SUPPORT OPERATIONS OF CRITICAL FOOD ASSISTANCE PROGRAMS RIVER TO COAST CHILDREN'S SERVICES PO BOX 16 GUERNEVILLE CA 954460016 942378459 10000 0 TO SUPPORT THE EMERGENCY RESOURCES PROGRAM FOOD PANTRY SANTA ROSA SYMPHONY 50 SANTA ROSA AVENUE STE 410 SANTA ROSA CA 95404 946134075 10000 0 TO SUPPORT THE SIMPLY STRINGS PROGRAM WITH MUSIC INSTRUCTION, FREE INSTRUMENTS AND PEER MENTORSHIP TO UNDERSERVED ROSELAND YOUTH SIDE BY SIDE 300 SUNNY HILLS DRIVE BLDG 5 SAN ANSELMO CA 94960 941156301 10000 0 TO PROVIDE TRAUMA-BASED FAMILY MENTAL HEALTH WORKSHOPS SOCIAL ADVOCATES FOR YOUTH 2447 SUMMERFIELD ROAD SANTA ROSA CA 95405 941711490 10000 0 TO SUPPORT BEHAVIORAL HEALTH SUPPORTS TO VULNERABLE HOMELESS OR PREVIOUSLY HOMELESS YOUTH SONOMA COUNTY REGIONAL PARKS FOUNDATION 2300 COUNTY CENTER DRIVE 120A SANTA ROSA CA 95403 680421813 10000 0 TO SUPPORT THE CAREER PATHWAYS YOUTH CREW PROGRAM SONOMA ECOLOGY CENTER PO BOX 1486 ELDRIDGE CA 95431 943136500 10000 0 TO SUPPORT ON-THE-GROUND IMPLEMENTATION OF FIRE FUELS REDUCTION AND VEGETATION MANAGEMENT AT THE SONOMA DEVELOPMENTAL CENTER (SDC) SONOMA LAND TRUST 822 FIFTH STREET SANTA ROSA CA 95404 510197006 10000 0 TO SUPPORT WORKFORCE DEVELOPMENT TRAINING FOR YOUNG ADULTS SONOMA OVERNIGHT SUPPORT PO BOX 748 SONOMA CA 95476 030483033 10000 0 TO SUPPORT THE FOOD & DAY SERVICES PROGRAM SONOMA STATE UNIVERSITY 1801 E COTATI AVE ROHNERT PARK CA 949283609 680338225 10000 0 TO SUPPORT EMERGENCY MICRO-GRANTS TO DREAM CENTER STUDENTS THROUGH THE CRITICAL NEEDS FUND SONOMA VALLEY EDUCATION FOUNDATION PO BOX 493 SONOMA CA 95476 680279152 10000 0 TO STRENGTHEN EARLY LITERACY SKILLS BY SUPPORTING SONOMA VALLEYS LARGEST FULLY-SUBSIDIZED PRESCHOOL PROGRAM SONOMA VALLEY MENTORING ALLIANCE PO BOX 721 SONOMA CA 95476 680429128 10000 0 TO SUPPORT THE COACHING PROGRAM ST VINCENT DE PAUL SOCIETY OF SONOMA COUNTY PO BOX 1095 ROHNERT PARK CA 949271095 941433890 10000 0 TO SUPPORT FUNDAMENTAL NEEDS OF CLIENTS STEWARDS OF THE COAST AND REDWOODS PO BOX 2 DUNCANS MILLS CA 95430 943039895 10000 0 TO MENTOR AND TRAIN YOUTH IN NATURAL RESOURCE MANAGEMENT CAREERS VERITY-COMPASSION SAFETY SUPPORT A CALIFORNIA CORPORATION 835 PINER RD SUITE D SANTA ROSA CA 95403 942437947 10000 0 TO SUPPORT THE BASIC NEEDS ASSISTANCE PROGRAM WAVES OF COMPASSION FOUNDATION PO BOX 22 BODEGA BAY CA 94923 822256555 10000 0 TO SUPPORT THE BODEGA BAY FOOD PANTRY WHICH PROVIDES FOOD SECURITY TO THE COASTAL COMMUNITY OF SONOMA COUNTY THROUGH TWICE MONTHLY PANTRIES WEST COUNTY COMMUNITY SERVICES PO BOX 325 GUERNEVILLE CA 95446 942277740 10000 0 TO SUPPORT THE CRISIS SUPPORT PROGRAM (CSP) WESTMINSTER WOODS CAMP AND CONFERENCE CENTER 6510 BOHEMIAN HIGHWAY OCCIDENTAL CA 954659101 262307754 10000 0 TO REDUCE FIRE FUEL ON OUR PROPERTY WOMEN'S RECOVERY SERVICES - A UNIQUE PLACE POST OFFICE BOX 1356 SANTA ROSA CA 95402 510178620 9181 0 TO DEVELOP A DAILY LIFE SKILLS NEXT STEPS: DROP-IN LAB WOODLAND STAR CHARTER SCHOOL 117811 ARNOLD DRIVE SONOMA CA 95476 201117176 10000 0 TO SUPPORT SPANISH STORY HOURS FOR SONOMA VALLEY LATINO CHILDREN AND THEIR PARENTS TO SUPPORT EARLY LITERACY YWCA OF SONOMA COUNTY PO BOX 3506 SANTA ROSA CA 95402 942347428 10000 0 TO SUPPORT THE DEVELOPMENT OF EARLY LITERACY SKILLS FOR CHILDREN ENROLLED AT YWCA'S A SPECIAL PLACE (ASP) THERAPEUTIC PRESCHOOL 56 PART I, LINE 2: THE SONOMA COUNTY VINTNERS FOUNDATION GRANTS COMMITTEE, IN PARTNERSHIP WITH COMMUNITY FOUNDATION, REVIEWS PROPOSALS AND MAKES FINAL FUNDING DECISIONS. THE GRANT PERIOD FOR 2023 IS FROM JUNE 15, 2023 TO JUNE 14, 2024. THE FUNDS MUST BE EXPENED WITHIN THE GRANT YEAR. 0 0 0 0 0 0 0 0 0 MIKE HANEY EXECUTIVE DIRECTOR 0 170000 0 0 0 0 0 16248 0 0 0 186248 0 0 FORM 990, PART VI, SECTION B, LINE 11B THE EXECUTIVE DIRECTOR REVIEWS THE 990 PRIOR TO FILING. FORM 990, PART VI, SECTION B, LINE 12C THE EXECUTIVE COMMITTEE REVIEWS ANY REPORTED CONFLICTS OF INTEREST AND PRESENTS RECOMMENDED ACTION TO THE BOARD FOR FINAL DECISION. FINAL ACTION IS VOTED ON AND DOCUMENTED. FORM 990, PART VI, SECTION B, LINE 15 THE PROCESS FOR DETERMINING COMPENSATION IS REVIEWED AND DISCUSSED BY THE BOARD OF DIRECTORS AND THEN APPROVED. FORM 990, PART VI, SECTION C, LINE 18 DOCUMENTS AVAILABLE UPON REQUEST. FORM 990, PART VI, SECTION C, LINE 19 DOCUMENTS AVAILABLE UPON REQUEST. FORM 990, PART IX, LINE 11G CONSULTING: PROGRAM SERVICE EXPENSES 59,339. MANAGEMENT AND GENERAL EXPENSES 26,088. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 85,427. GRANT ADMINISTRATION: PROGRAM SERVICE EXPENSES 100,000. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 100,000. FORM 990, PART VII, SECTION A: 58% OF THE EXECUTIVE DIRECTOR AND CFO COMPENSATION WAS PAID BY THE RELATED ORGANIZATION. 42% OF THE HIGHEST COMPENSATED EMPLOYEE COMPENSATION WAS PAID BY THE RELATED ORGANIZATION. SONOMA COUNTY VINTNERS 400 AVIATION BLVD STE 500 SANTA ROSA CA 95403 680046258 PROMOTING THE WINES AND WINERIES OF SONOMA COUNTY CA 501(C)(6) 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 1 1 0 0 0 SONOMA COUNTY VINTNERS N 29670 FMV SONOMA COUNTY VINTNERS O 606528 FMV SONOMA COUNTY VINTNERS P 658838 FMV