2025-04-30T17:11:34-05:00 2024-12-31 680289709 DAL POGGETTO & CO LLP 149 STONY CIRCLE FIRST FLOOR SANTA ROSA CA 95401 990 2024-01-01 680175790 SONOMA COUNTY VINTNERS FOUNDATION SONO 7075225844 400 AVIATION BLVD SUITE 500 SANTA ROSA CA 95403 MIKE HANEY EXECUTIVE DIRECTOR 7075225842 2025-04-29 1 0 JOE BERMUDEZ P01887848 7075453311 2024 2025-03-06 01:10:19Z MIKE HANEY 400 AVIATION BLVD SUITE 500 SANTA ROSA CA 95403 1730952 0 X N/A X 1988 CA SONOMA COUNTY VINTNERS FOUNDATION CONDUCTS AND SUPPORTS EDUCATION PROGRAMS RELATED TO THE WINE INDUSTRY. 13 13 11 0 0 0 1277471 707699 0 0 0 71065 -181686 574983 1095785 1353747 609181 472530 0 0 665324 589123 0 0 0 344056 367253 1618561 1428906 -522776 -75159 2210660 2118484 590072 429523 1620588 1688961 SONOMA COUNTY VINTNERS FOUNDATION CONDUCTS AND SUPPORTS EDUCATION PROGRAMS RELATED TO THE WINE INDUSTRY. 0 0 815434 472530 1353747 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. 815434 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 17 0 11 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 CLAY MAURITSON BOARD MEMBER 2.00 X 0 0 0 MARK MALPIEDE PRESIDENT 2.00 X 0 0 0 PREMA KEROLLIS BOARD MEMBER 2.00 X 0 0 0 CARMEN CASTALDI BOARD MEMBER 2.00 X 0 0 0 DAVID RAMEY BOARD MEMBER 2.00 X 0 0 0 MIKE MARTINI BOARD MEMBER 2.00 X 0 0 0 STUART BRYAN BOARD MEMBER 2.00 X 0 0 0 JOSH LITTLE BOARD MEMBER 2.00 X 0 0 0 ERIN BROOKS BOARD MEMBER 2.00 X 0 0 0 COURTNEY FOLEY BOARD MEMBER 2.00 X 0 0 0 MIKE SULLIVAN BOARD MEMBER 2.00 X 0 0 0 ANNE MOSES BOARD MEMBER 2.00 X 0 0 0 MONICA LOPEZ BOARD MEMBER 2.00 X 0 0 0 RAY JOHNSON BOARD MEMBER-NON VOTING 1.00 X 0 0 0 RICHARD IDELL BOARD MEMBER-NON VOTING 1.00 X 0 0 0 MIKE HANEY EXECUTIVE DIRECTOR 20.00 20.00 X 0 170000 20120 BARBARA COX DIRECTOR OF MARKETING AND 16.00 24.00 X 0 128310 16336 DANA MACAULAY AUCTIONS MANAGING DIRECTOR 20.00 20.00 X 0 126960 16336 0 425270 52792 0 0 1 0 0 481057 226642 707699 36103 36103 34962 0 34962 34962 34962 952188 481057 377205 574983 574983 1353747 0 0 646048 X 472530 472530 178613 178613 307910 195332 112578 16417 16417 48734 48734 37449 28836 8613 67128 67128 169009 80963 88046 3526 3526 8203 8203 12736 5380 7356 40339 40339 270 270 541 541 BANK FEES 29489 19818 9671 OTHER TAXES 24091 24091 QUICK BOOKS EXPENSE 5786 5786 DUES AND SUBSCRIPTIONS 5500 5500 635 576 59 1428906 815434 613472 0 1349047 1401057 193832 136823 667781 580604 2210660 2118484 590072 429523 590072 429523 X 1504746 1688961 115842 0 1620588 1688961 2210660 2118484 -75159 143532 0 X X 0 0 0 X 1225492 1331334 929511 1277471 707699 5471507 1225492 1331334 929511 1277471 707699 5471507 5471507 220668 95046 13493 71065 400272 135925 135925 118038 120000 574983 813021 6820725 0.80220 0.86170 X PART II LINES 1-13 THE ORGANIZATION COMPLETED ITS 60 MONTHS TERMINATION PERIOD AS A PRIVATE FOUNDATION IN 2021. THE 2024 CALCULATION USES DATA COLLECTED DURING THAT PERIOD FOR YEARS 2020 - 2023 RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 COMMUNITY INVESTMENT FUND 580604 F 580604 SCWA EVENT 1433245 481057 952188 108082 269123 1433245 481057 952188 108082 269123 377205 574983 1 ALEXANDER VALLEY FILM SOCIETY 375 HEALDSBURG AVE STE 200 HEALDSBURG CA 95448 472085577 10000 0 TO SUPPORT AVFILMS INTEGRATED FILMMAKING INTENSIVE PROGRAM BOTANICAL BUS 8128 BODEGA AVE SEBASTOPOL CA 954723116 843039239 10000 0 TO SUPPORT THE BOTANICAL BUS ARTE PROGRAM PROVIDING CULTURALLY CENTERED, BILINGUAL ART THERAPY THROUGH THE MOBILE HERB CLINIC CAFE PUENTE 147 WILSON ST PETALUMA CA 94952 832476505 10000 0 TO SUPPORT A MULTICULTURAL COMMUNITY AND YOUTH PROGRAM CALIFORNIA POETS IN THE SCHOOLS PO BOX 1328 SANTA ROSA CA 95402 942977264 10000 0 TO SUPPORT THE TRAUMA-INFORMED POETRY PROGRAMS LUTHER BURBANK MEMORIAL FOUNDATION 50 MARK WEST SPRINGS ROAD SANTA ROSA CA 95403 942581084 10000 0 TO SUPPORT LBCS FREE MARIACHI PROGRAM PROVIDING 350+ UNDERSERVED YOUTH AGES 9-17 POSITIVE IMAGES 200 MONTGOMERY DRIVE SUITE C SANTA ROSA CA 95404 943137845 10000 0 TO SUPPORT BILINGUAL LGBTQIA+ COMMUNITY-BASED WORKSHOPS "CAFECITO AND "CHARLA" STYLE RAIZES COLLECTIVE PO BOX 8606 SANTA ROSA CA 95407 473129493 10000 0 TO SUPPORT THE "TEATRO ALMAS LIBRES" PROGRAM YEARLY THEATRE PRODUCTION BY UNDOCUMENTED AND INDIGENOUS WOMEN SANTA ROSA SYMPHONY 50 SANTA ROSA AVENUE STE 410 SANTA ROSA CA 95404 946134075 10000 0 TO SUPPORT THE SIMPLY STRINGS AFTER-SCHOOL MUSIC EDUCATION PROGRAM SIDE BY SIDE 300 SUNNY HILLS DRIVE BLDG 5 SAN ANSELMO CA 94960 941156301 10000 0 TO SUPPORT ART THERAPY THROUGH CHOP'S TEEN CLUB FOR MIDDLE AND HIGH SCHOOL STUDENTS SONOMA COMMUNITY CENTER 276 EAST NAPA STREET SONOMA CA 95476 941566728 10000 0 TO SUPPORT LGBTQIA+ TEENS WITH MONTHLY, FREE ARTS ACTIVITIES THROUGH THE QUEER ARTS CLUB AND ONE-WEEK SELF-EXPRESSION CAMP BOYS & GIRLS CLUBS OF SONOMA-MARIN 1400 NORTH DUTTON AVENUE SUITE 24 SANTA ROSA CA 95401 680309534 10000 0 TO SUPPORT THE AFTER-SCHOOL TK/K LITERACY PROGRAM CORAZON HEALDSBURG PO BOX 1004 HEALDSBURG CA 95448 273044487 10000 0 TO SUPPORT THE INTEGRATED INTERGENERATIONAL LITERACY-FOCUSED EDUCATIONAL PROGRAMMING FOR LOW-INCOME LATINX FAMILIES MADE IN SANTA ROSA FOUNDATION PO BOX 11292 SANTA ROSA CA 95406 853483558 10000 0 TO SUPPORT MATH AND ENGLISH LANGUAGE ARTS IN SANTA ROSA CITY SCHOOLS' K-3 CLASSROOMS THROUGH THE ELITE PROGRAM (EARLY LITERACY ENRICHMENT PROGRAM) NORTH BAY CHILDRENS CENTER INC 932 C STREET NOVATO CA 94949 943024246 10000 0 TO SUPPORT EARLY LITERACY SKILLS FOR DISADVANTAGED PRESCHOOL CHILDREN, PREPARING THEM FOR KINDERGARTEN THROUGH NBCC'S SCHOOL-READINESS PROGRAM PETALUMA EDUCATIONAL FOUNDATION 100 4TH STREET PETALUMA CA 94952 942847212 10000 0 TO SUPPORT THE FACILITATE AND MOTIVATE READING ACCESS FOR DUAL IMMERSION (SPANISH-ENGLISH) STUDENTS PLUMFIELD ACADEMY 9360 OCCIDENTAL ROAD SEBASTOPOL CA 95472 941571900 10000 0 TO SUPPORT PERSONALIZED AND DIFFERENTIATED INSTRUCTION TO IMPROVE LITERACY SKILLS FOR TK-8 STUDENTS WITH SOCIAL, EMOTIONAL, AND LEARNING DIFFERENCES AUDUBON CANYON RANCH PO BOX 577 STINSON BEACH CA 94970 946069140 10000 0 TO SUPPORT THE FIRE FORWARD FELLOWSHIP STEWARDS OF THE COAST AND REDWOODS PO BOX 2 DUNCANS MILLS CA 95430 943039895 10000 0 TO SUPPORT FIRE RECOVERY AND FUEL REDUCTION PROJECTS BUCKELEW PROGRAMS 201 ALAMEDA DEL PRADO 103 NOVATO CA 94949 237088977 10000 0 TO SUPPORT HOUSING AND FOOD SUPPORT FOR WOMEN TRANSITIONING FROM SUBSTANCE USE TREATMENT CATHOLIC CHARITIES OF THE DIOCESE OF SANTA ROSA PO BOX 4900 SANTA ROSA CA 95402 942479393 10000 0 TO PROVIDE FOOD FOR HOMELESS FAMILIES STAYING AT THE CARITAS FAMILY CENTER CERES COMMUNITY PROJECT PO BOX 1562 SEBASTOPOL CA 95473 262250997 10000 0 TO PROVIDE MEDICALLY TAILORED MEALS COTS (COMMITTEE ON THE SHELTERLESS) PO BOX 2744 PETALUMA CA 94953 680176855 10000 0 TO SUPPORT MARY ISAAK CENTER EMERGENCY SHELTER FOOD FOR THOUGHT PO BOX 1608 FORESTVILLE CA 95436 680181095 10000 0 TO SUPPORT THE COMPREHENSIVE NUTRITION PROGRAM FORGET ME NOT CHILDRENS SERVICES 5345 HIGHWAY 12 WEST SANTA ROSA CA 95407 263464770 10000 0 TO SUPPORT PROJECT HOME HEALDSBURG SHARED MINISTRIES PO BOX 1646 HEALDSBURG CA 95448 942838706 10000 0 TO PROVIDE FOOD TO THE FOOD INSECURE IN HEALDSBURG AND GEYSERVILLE HOMEFIRST 507 VALLEY WAY MILPITAS CA 95035 942684272 10000 0 TO SUPPORT LABATH LANDING JEWISH COMMUNITY FREE CLINIC OF SONOMA COUNTY 50 MONTGOMERY DR SANTA ROSA CA 95404 943386103 10000 0 TO SUPPORT AND EXPAND THE FOOD PANTRY PROGRAM PETALUMA PEOPLE SERVICES CENTER 1500A PETALUMA BLVD SOUTH PETALUMA CA 94952 942271299 10000 0 TO SUPPORT THE HOME DELIVERED MEAL PROGRAM REDWOOD EMPIRE FOOD BANK 3990 BRICKWAY BLVD SANTA ROSA CA 95403 680121855 10000 0 TO PROVIDE CRITICAL FOOD ASSISTANCE TO THOUSANDS OF VULNERABLE SONOMA COUNTY RESIDENTS SONOMA FAMILY MEAL 1370A REDWOOD WAY PETALUMA CA 94954 823332831 10000 0 TO SUPPORT THE FOOD INSECURITY RESPONSE PROGRAM SONOMA OVERNIGHT SUPPORT PO BOX 748 SONOMA CA 95476 030483033 10000 0 TO PROVIDE FOOD FOR OUR UNHOUSED AND LOW-INCOME COMMUNITY MEMBERS IN SONOMA AND SONOMA VALLEY WAVES OF COMPASSION FOUNDATION PO BOX 22 BODEGA BAY CA 94923 822256555 10000 0 TO SUPPORT THE BODEGA BAY FOOD PANTRY PROGRAM WEST COUNTY COMMUNITY SERVICES PO BOX 325 GUERNEVILLE CA 95446 942277740 10000 0 TO PROVIDE FOOD FOR RURAL, LOW-INCOME SENIORS IN WEST COUNTY WOMEN'S RECOVERY SERVICES - A UNIQUE PLACE POST OFFICE BOX 1356 SANTA ROSA CA 95402 510178620 10000 0 TO SUPPORT THE BRIDGE HOUSING SUBSIDY GRANT PROGRAM YWCA OF SONOMA COUNTY PO BOX 3506 SANTA ROSA CA 95402 942347428 10000 0 TO SUPPORT DOMESTIC VIOLENCE SURVIVORS LUTHER BURBANK MEMORIAL FOUNDAT 50 MARK WEST SPRINGS RD SANTA ROSA CA 95409 942581084 10000 0 LBC ARTS AND EDUCATION FUND WHICH GOES DIRECTLY TO SUPPORT CHILDREN, TEACHERS, AND FAMILIES IN THE COMMUNITY. SUNRISE ROTARY CLUB OF HEALDSBURG PO BOX 302 HEALDSBURG CA 95448 320433206 15000 0 ODYSSEY WINE ACADEMY OFFERS WINE & SPIRITS EDUCATION TRUST (WSET) CERTIFICATIONS (LEVEL 1 THROUGH 3 AWARDS) IN WINE. WSET CERTIFICATION OPTIONS ARE GEARED TOWARD THOSE WHO ARE IN THE WINE AND HOSPITALITY INDUSTRY LOOKING TO EXPAND THEIR CAREERS. FOR EVERY $10,000 DONATION WE CAN SUPPORT FOUR STUDENTS WITH ALL THREE CERTIFICATIONS. SOMMFOUNDATION 4225 SOLANO AVE 759 NAPA CA 94558 593770368 15000 0 ASSIST IN THE EDUCATION AND PROFESSIONAL DEVELOPMENT OF PEOPLE WORKING IN THE WINE AND SPIRITS BUSINESS. WE HELP PROFESSIONALS DEVELOP THEIR SKILLS, KNOWLEDGE, AND COMPETENCY THROUGH SCHOLARSHIPS, MENTORSHIPS, AND ENRICHMENT OPPORTUNITIES. SANTA ROSA JUNIOR COLLEGE FOUNDATION 1501 MENDOCINO AVENUE SANTA ROSA CA 95401 941735861 20000 0 SUPPORT A SCHOLARSHIP FOR THEIR HOSPITALITY PROGRAM. OUR 20K IS GOING TO STUDENT CULINARY ARTS UNIFORMS, STUDENT KNIFE KITS, STUDENT WORK SHOES, CULINARY EQUIPMENT (REPLACEMENTS AND UPGRADES), CULINARY SUPPLIES TO OFFSET STUDENT FEES, PROMOTION AND OUTREACH MATERIALS FOR CULINARY ARTS SONOMA STATE UNIVERSITY 1801 EAST COTATI AVE SALAZAR HALL 2043 ROHNERT PARK CA 94928 680338225 20000 0 WE SUPPORT THE SONOMA STATE UNIVERSITY SCHOOL OF BUSINESS AND ECONOMICS TO PROVIDE SCHOLARSHIPS FOR UNDERGRADUATE OR GRADUATE STUDENTS CONCENTRATING IN WINE BUSINESS. A $10,000 SCHOLARSHIP HELPS PAY FOR TUITION, BOOKS, FEES, HOUSING AND OTHER EXPENSES TO SUPPORT THE STUDENTS CAREER ADVANCEMENT AND EDUCATIONAL ACCOMPLISHMENT. CULINARY INSTITUE OF AMERICA 1946 CAMPUS DRIVE HYDE PARK CA 12538 060653264 42530 0 PIGS & PINOT HAS TEAMED WITH THE THE CULINARY INSTITUTE OF AMERICA TO CREATE THE CHARLIE PALMERS PIGS & PINOT SCHOLARSHIP. THIS FUND WILL PROVIDE ONE SONOMA COUNTY RESIDENT THE OPPORTUNITY TO ATTEND THE CULINARY INSTITUTE OF AMERICA BY GRANTING A ONE-TIME $50,000 AWARD. CANDIDATES MUST HAVE GREAT FINANCIAL NEED AND DEMONSTRATE THE FOLLOWING QUALITIES: A PASSION FOR THE INDUSTRY AND ITS PRODUCTS, A COMMITMENT TO CULINARY EDUCATION, AND A HIGH ETHICAL STANDARD WITHIN THE CULINARY INDUSTRY. VISIT CIACHEF.EDU FOR MORE INFORMATION. 41 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 2024 IS FROM JUNE 15, 2024 TO JUNE 14, 2025. 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 4740 0 15380 0 190120 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 55,963. MANAGEMENT AND GENERAL EXPENSES 13,046. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 69,009. GRANT ADMINISTRATION: PROGRAM SERVICE EXPENSES 25,000. MANAGEMENT AND GENERAL EXPENSES 75,000. 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 38023 FMV SONOMA COUNTY VINTNERS O 590365 FMV SONOMA COUNTY VINTNERS P 624873 FMV