2026-06-30T15:03:22-05:00 2025-12-31 330221239 THE BUSCH FIRM 2532 DUPONT DRIVE IRVINE CA 92612 990 2025-01-01 811190021 NAPA INSTITUTE FOUNDATION NAPA 9494747368 2532 DUPONT DRIVE IRVINE CA 92612 TIMOTHY R BUSCH PRESIDENT 9494747368 2026-06-30 1 GREGORY BUSCH P00156481 9494747368 2025 2025-03-06 01:10:19Z TIMOTHY R BUSCH 2532 DUPONT DRIVE IRVINE CA 92612 3556365 0 X N/A X 2016 CA THE ORGANIZATION ACTS AS A SUPPORTING ORGANIZATION DESCRIBED IN IRC SECTION 501(C)(3) FOR SELECTED PUBLIC CHARITIES BY MAKING DONATIONS TO SUCH PUBLIC CHARITABLE ORGANIZATIONS. 7 7 0 0 0 0 207675 2393036 0 0 -1020194 -1930177 0 0 -812519 462859 2332315 1830173 0 0 0 0 0 0 0 350750 346437 2683065 2176610 -3495584 -1713751 4679074 2900323 6137000 6072000 -1457926 -3171677 X TO SUPPORT INDEPENDENT AND CHURCH-AFFILIATED ORGANIZATIONS WHICH PROMOTE THE TEACHINGS OF JESUS CHRIST IN ACCORDANCE WITH THE MAGISTERIUM OF THE ROMAN CATHOLIC CHURCH; PROMOTE PRIESTS AND PROFESSED RELIGIOUS LIFE; AND SPREAD THE GOSPEL OF JESUS CHRIST AND PROMOTE THE CATHOLIC FAITH. 0 0 2085055 1830173 TO PROVIDE SUPPORT TO THE NAPA INSTITUTE A 501(C)(3) PUBLIC CHARITY. 2085055 1 1 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 1 0 0 0 0 1 0 0 0 0 1 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 X 7 7 1 0 0 0 0 0 0 1 1 0 0 1 0 0 0 0 0 0 CA X NAPA INSTITUTE FOUNDATION 9494747368 2532 DUPONT DRIVE IRVINE CA 92612 X X TIMOTHY R BUSCH PRESIDENT & DIRECTOR 5.00 X X 0 0 0 STEPHAN L BUSCH SECRETARY & DIRECTOR 5.00 X X 0 0 0 LYNNE JILOT BOARD MEMBER 5.00 X 0 0 0 JOHN FORD BOARD MEMBER 5.00 X 0 0 0 LEONARD A LEO BOARD MEMBER 5.00 X 0 0 0 ROBERT NEAL BOARD MEMBER 5.00 X 0 0 0 GREGORY A BUSCH TREASURER 5.00 X 0 0 0 0 0 0 0 0 0 0 0 2393036 277074 2393036 148108 148108 1015221 936930 2156576 78291 -2156576 -2078285 -2078285 462859 0 0 -1930177 1830173 1830173 54199 54199 43879 43879 WINE EXPENSE 69431 69431 BUSINESS MEALS 38497 38497 CLERGY EXPENSE 36235 36235 SPONSORSHIP 22800 22800 81396 28338 53058 2176610 2085055 91555 0 50742 163803 2146657 2269836 2439942 424951 41733 41733 4679074 2900323 6137000 6072000 6137000 6072000 X 0 0 0 0 -1457926 -3171677 -1457926 -3171677 4679074 2900323 -1713751 0 X 0 0 0 X X X 2 THE NAPA INSTITUTE 453733093 10 1 373000 0 NAPA INSTITUTE LEGAL FOUNDATION 831067468 10 1 164500 0 2 537500 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 1 PART IV, SECTION B, LINE 2: SUPPORTING VARIOUS CATHOLIC CHARITIES WITH A MISSION SIMILAR TO THAT OF NAPA INSTITUTE AND NAPA INSTITUTE LEGAL FOUNDATION HAS FURTHERED THE ADVANCEMENT OF THE CATHOLIC FAITH THROUGH EDUCATION AND CATHOLIC CULTURE. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 TRUST VENTURES FUND III, LP 408982 C ESTANCIA LIQUIDATING TRUST 15969 C 424951 1 THE NAPA INSTITUTE 2532 DUPONT DRIVE IRVINE CA 92612 453733093 501(C)(3) 373000 0 PROGRAM SUPPORT ST MICHAEL'S ABBEY 19292 EL TORO RD SILVERADO CA 92676 270422871 501(C)(3) 60000 0 PROGRAM SUPPORT MAGIS INSTITUTE 13280 CHAPMAN AVENUE 9TH FL GARDEN GROVE CA 92840 542075888 501(C)(3) 70000 0 PROGRAM SUPPORT CATHOLIC UNIVERSITY OF AMERICA 620 MICHIGAN AVE NE LEAHY HALL 162 WASHINGTON DC 20064 530196583 501(C)(3) 200000 0 PROGRAM SUPPORT NAPA INSTITUTE LEGAL FOUNDATION 1730 M STREET NW STE 910 WASHINGTON DC 20036 831067468 501(C)(3) 164500 0 PROGRAM SUPPORT ST LAURENCE PARISH 8245 WEST CHESTER PIKE UPPER DARBY PA 19082 231381428 501(C)(3) 10000 0 MSGR. THOMAS J. HERRON SCHOLARSHIP FUND THE THOMISTIC INSTITUTE 487 MICHIGAN AVE NE WASHINGTON DC 20017 536016922 501(C)(3) 25000 0 PROGRAM SUPPORT PENINSULA FOUNDATION 770 S WINDSOR BLVD LOS ANGELES CA 90005 942943240 501(C)(3) 10000 0 PROGRAM SUPPORTPROGRAM SUPPORT BECKET FUND 1919 PENNSYLVANIA AVE NW WASHINGTON DC 20006 521858532 501(C)(3) 55976 0 PROGRAM SUPPORT ETHICS AND PUBLIC POLICY CENTER 1730 M STREET NW WASHINGTON DC 20036 521162185 501(C)(3) 120000 0 PROGRAM SUPPORT SAINT KILIAN CHURCH 26872 ESTANCIERO DR MISSION VIEJO CA 92691 952659054 501(C)(3) 46843 0 PROGRAM SUPPORT UNIVERSITY OF NOTRE DAME 724 GRACE HALL CONTROLLERS OFFICE NOTRE DAME IN 46556 350868188 501(C)(3) 150000 0 PROGRAM SUPPORT AMERICAN PONTIFICAL INSTITUTE 1142 S MAIN STREET PLYMOUTH MI 48170 383393580 501(C)(3) 19440 0 PROGRAM SUPPORT THE ACTION INSTITUTE 98 E FULTON STREET GRAND RAPIDS MI 49503 382926822 501(C)(3) 20000 0 PROGRAM SUPPORT ST PAUL CENTER FOR BIBLICAL THEOLOGY 1468 PARKVIEW CIR STEUBENVILLE OH 43952 752980638 501(C)(3) 20000 0 PROGRAM SUPPORTPROGRAM SUPPORT THE AUGUSTINE INSTITUTE INC 6160 S SYRACUSE WAY STE 310 GREENWOOD VLG CO 80111 202349108 501(C)(3) 20000 0 PROGRAM SUPPORT SACRED HEART CHURCH OF PALM DESERT 43775 DEEP CANYON ROAD PALM DESERT CA 92260 501(C)(3) 28600 0 PROGRAM SUPPORT PONTITICAL NORTH AMERICAN COLLEGE 3211 FOURTH STREET NE WASHINGTON DC 20017 237201921 501(C)(3) 12500 0 PROGRAM SUPPORT PROVIDENCE MISSION HOSPITAL 27700 MEDICAL CENTER RD MISSION VIEJO CA 92691 951643360 501(C)(3) 100000 0 PROGRAM SUPPORT FOCUS 603 PARK POINT DRIVE GOLDEN CO 80401 841522811 501(C)(3) 57000 0 PROGRAM SUPPORT CRISTO REY ORANGE COUNTY 2204 W MCFADDEN AVE SANTA ANA CA 92704 843879474 501(C)(3) 10000 0 PROGRAM SUPPORT CATHOLIC VOTE EDUCATION FUND PO BOX 3310 CARMEL IN 46082 202787890 501(C)(3) 7914 0 PROGRAM SUPPORT SAINT DOMINICS MONASTERY 2636 MONASTERY ROAD LINDEN VA 22642 390868138 501(C)(3) 100000 0 PROGRAM SUPPORT DOMINCAN SISTERS OF MOTHER MARY 4597 WARREN RD ANN ARBOR MI 48105 383349686 501(C)(3) 50000 0 PROGRAM SUPPORT HOLY FAMILY CATHOLIC CHURCH 566 S GLASSELL ST ORANGE CA 92866 953018918 501(C)(3) 25000 0 PROGRAM SUPPORT THE MUSEUM OF THE BIBLE 400 4TH STREET SW WASHINGTON DC 20024 273444987 501(C)(3) 25000 0 PROGRAM SUPPORT DUC IN ALTUM SCHOOLS COLLABORATIVE 26351 JUNIPERO SERRA ROAD SAN JUAN CAPISTRANO CA 92675 822183716 501(C)(3) 10000 0 PROGRAM SUPPORT FRANCISCAN FRIARS OF RENEWAL 421 E 155TH STREET BRONX NY 10455 133450836 501(C)(3) 10000 0 PROGRAM SUPPORT CALIFORNIA PATRONS OF THE ARTS 2355 WESTWOOD BLVD 719 LOS ANGELES CA 90064 942909985 501(C)(3) 5400 0 PROGRAM SUPPORT LENAWEE TRUST TIM BUSCH-PRESIDENT(BENE) & GREG BUSCH-TREASURER(TTEE OF LENAWEE TST) TO ASSIST WITH COMMERCIAL FINANCIAL TRANSACTIONS. X 6137000 6072000 0 1 1 6072000 X 1 277074 CASH FROM STK REDEEMED 0 0 0 FORM 990, PART VI, SECTION A, LINE 2 TIMOTHY R. BUSCH AND STEPHAN L. BUSCH ARE MARRIED. GREGORY A. BUSCH IS A BROTHER TO TIMOTHY R. BUSCH. FORM 990, PART VI, SECTION B, LINE 11B THE RETURN IS REVIEWED BY THE SIGNING OFFICER. FORM 990, PART VI, SECTION C, LINE 19 NOT GENERALLY AVAILABLE TO THE PUBLIC. REQUESTS WILL BE CONSIDERED BY THE BOARD. FORM 990 VII COLUMN A LINE 7C (II)OTHER NON BUSINESS BAD DEBT WRITEOFF-COTTON EXCHANGE VENTURES LLC DESCRIPTION OF THE DEBT: UNSECURED PROMISSORY NOTE TO COTTON EXCHANGE VENTURES, LLC. WHOSE REAL ESTATE WAS LOCATED AT 221 CARONDELET ST, NEW ORLEANS, LA 70130 ORIGINAL DATE OF THE PROMISSORY NOTE: AUGUST 12, 2015 ORIGINAL DUE DATE OF THE PROMISSORY NOTE: AUGUST 1, 2024 AMENDED DUE DATE OF THE PROMISSORY NOTE: JULY 31, 2026 ORIGINAL PROMISSORY NOTE AMOUNT = $1,200,000 OUTSTANDING PRINCIPAL PROMISSORY NOTE BALANCE: $1,197,746 OUTSTANDING UNPAID INTEREST PREVIOUSLY REPORTED AS INTEREST INCOME BY THE TAXPAYER IN PRIOR YEARS: $ 958,830 TOTAL OUTSTANDING NOTE BALANCE THAT BECAME WORTHLESS:$2,156,576 DEBTOR RELATIONSHIP: INVESTOR AND BUSINESS RELATIONSHIP ONLY WITH THE DEBTOR COTTON EXCHANGE VENTURES, LLC. COLLECTION EFFORTS: THE TAXPAYER WAS REGULARLY INFORMED OF THE FINANCIAL DIFFCULTIES AND STATUS OF COTTON EXCHANGE VENTURES, LLC. REASON FOR WORTHLESSNESS: COTTON EXCHANGE VENTURES, LLC ENTERED INTO AN AGREEMENT WITH AMERICAN NATIONAL INSURANCE COMPANY WHO WAS THE FIRST TRUST DEED LENDER FOR THE TRANSFER OF THE DEED IN LIEU OF FORECLOSURE EFFECTIVE OCTOBER 1, 2025. SINCE NO OTHER ASSETS REMAINED IN COTTON EXCHANGE VENTURES LLC, THE SECONDARY PROMISSORY NOTE BECAME A NON BUSINESS BAD DEBT WRITEOFF WITH COTTON EXCHANGE VENTURES LLC. THE NAPA INSTITUTE 2532 DUPONT DRIVE IRVINE CA 92612 453733093 PROVIDE SUPPORT TO THE NAPA INSTITUTE. CA 501(C)(3) LINE 11 THE NAPA INSTITUTE 0 NAPA INSTITUTE LEGAL FOUNDATION 1730 M STREET NW SUITE 910 WASHINGTON DC 20036 831067468 PROVIDE SUPPORT TO THE NAPA INSTITUTE LEGAL FOUNDATION. WA 501(C)(3) LINE 11 NAPA INSTITUTE LEGAL FOUNDATION 0 0 1 1 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 THE NAPA INSTITUTE B 373000 CASH THE NAPA INSTITUTE LEGAL FOUNDATION B 164500 CASH