Civic Intelligence

The Isabel and Michael Mondavi

EIN 20-2002457 • Napa, CA

PO Box 2350Napa, CA 94558
Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

32nd percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

$1M-$5M nonprofits • Source year 2024

Liabilities / Revenue

33rd percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

$1M-$5M nonprofits • Source year 2024

Net Margin

12th percentile

-33%

Higher net margin than 12% of similar nonprofits.

$1M-$5M nonprofits • Source year 2024

Top Officer Pay

47th percentile

$0

Higher top officer pay than 47% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

$1M-$5M nonprofits • Source year 2024

Asset Growth

75th percentile

13%

Faster asset growth than 75% of similar nonprofits.

$1M-$5M nonprofits • Annualized from 2023 to 2024

Revenue Growth

3rd percentile

-69%

Faster revenue growth than 3% of similar nonprofits.

$1M-$5M nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets32nd percentile

Assets

Up

$4,896,789

Up $558,809 (+13%) from 2023

Liabilities

Flat

$0

Flat from 2023

Net Assets

Up

$4,896,789

Up $558,809 (+13%) from 2023

Operations
Liabilities / Revenue33rd percentileNet Margin12th percentile

Revenue

Down

$313,847

Down $684,159 (-69%) from 2023

Expenses

Up

$418,916

Up $42,706 (+11%) from 2023

Net Income

Down

-$105,069

Down $726,865 (-117%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth75th percentile

Grouped bars show assets, liabilities, and net assets across loaded filings.

$6.0M$4.0M$2.0M$0Assets 2011: $3,479,006Liabilities 2011: $02011Assets 2012: $3,474,322Liabilities 2012: $02012Assets 2013: $3,613,586Liabilities 2013: $02013Assets 2014: $3,597,890Liabilities 2014: $473Net Assets 2014: $3,597,4172014Assets 2015: $3,298,199Liabilities 2015: $651Net Assets 2015: $3,297,5482015Assets 2016: $3,320,736Liabilities 2016: $765Net Assets 2016: $3,319,9712016Assets 2017: $3,681,859Liabilities 2017: $7Net Assets 2017: $3,681,8522017Assets 2018: $3,294,099Liabilities 2018: $33,333Net Assets 2018: $3,260,7662018Assets 2019: $3,949,789Liabilities 2019: $0Net Assets 2019: $3,949,7892019Assets 2020: $4,252,870Liabilities 2020: $0Net Assets 2020: $4,252,8702020Assets 2021: $4,915,821Liabilities 2021: $0Net Assets 2021: $4,915,8212021Assets 2022: $3,788,673Liabilities 2022: $0Net Assets 2022: $3,788,6732022Assets 2023: $4,337,980Liabilities 2023: $0Net Assets 2023: $4,337,9802023Assets 2024: $4,896,789Liabilities 2024: $0Net Assets 2024: $4,896,7892024

Highlighted filing

2024

Assets$4,896,789
Liabilities$0
Net Assets$4,896,789
Open 2024 Filing

Operations Trend

Revenue Growth3rd percentile

Revenue, expenses, and net income by year, with the latest filing highlighted.

$1.0M$500K$0-$500KRevenue 2011: $176,202Expenses 2011: $252,966Net Income 2011: -$76,7642011Revenue 2012: $101,717Expenses 2012: $263,374Net Income 2012: -$161,6572012Revenue 2013: $99,455Expenses 2013: $262,533Net Income 2013: -$163,0782013Revenue 2014: $188,150Expenses 2014: $269,612Net Income 2014: -$81,4622014Revenue 2015: $62,056Expenses 2015: $166,479Net Income 2015: -$104,4232015Revenue 2016: $80,102Expenses 2016: $255,088Net Income 2016: -$174,9862016Revenue 2017: $105,166Expenses 2017: $170,410Net Income 2017: -$65,2442017Revenue 2018: $110,672Expenses 2018: $181,177Net Income 2018: -$70,5052018Revenue 2019: $91,667Expenses 2019: $184,072Net Income 2019: -$92,4052019Revenue 2020: $184,102Expenses 2020: $319,571Net Income 2020: -$135,4692020Revenue 2021: $774,545Expenses 2021: $280,094Net Income 2021: $494,4512021Revenue 2022: $192,381Expenses 2022: $353,444Net Income 2022: -$161,0632022Revenue 2023: $998,006Expenses 2023: $376,210Net Income 2023: $621,7962023Revenue 2024: $313,847Expenses 2024: $418,916Net Income 2024: -$105,0692024

Highlighted filing

2024

Revenue$313,847
Expenses$418,916
Net Income-$105,069
Open 2024 Filing

Filings

Most recent year

2024 • Form 990PFXML pending. An XML filing is linked for this year, but detailed extraction is still pending.

Open filing
Assets
$4,896,789
Liabilities
$0
Net assets
$4,896,789
Revenue
$313,847
Expenses
$418,916
Net income
-$105,069
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$4.90$0.00$4.90$0.31$0.42$0.11
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$4.34$0.00$4.34$1.00$0.38$0.62
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.79$0.00$3.79$0.19$0.35$0.16
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$4.92$0.00$4.92$0.77$0.28$0.49
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$4.25$0.00$4.25$0.18$0.32$0.14
2019Detailed filing. Detailed filing data is available for this year.$3.95$0.00$3.95$0.09$0.18$0.09
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.29$0.03$3.26$0.11$0.18$0.07
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.68$0.00$3.68$0.11$0.17$0.07
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.32$0.00$3.32$0.08$0.26$0.17
2015Detailed filing. Detailed filing data is available for this year.$3.30$0.00$3.30$0.06$0.17$0.10
2014Detailed filing. Detailed filing data is available for this year.$3.60$0.00$3.60$0.19$0.27$0.08
2013Summary only. Only limited summary data is available for this year.$3.61$0.00$0.10$0.26$0.16
2012Summary only. Only limited summary data is available for this year.$3.47$0.00$0.10$0.26$0.16
2011Summary only. Only limited summary data is available for this year.$3.48$0.00$0.18$0.25$0.08
Latest Detailed Filing

The latest 2024 filing currently has linked XML that has not been fully parsed yet. Showing the latest detailed filing from 2019 below.

Jump To
Filing Snapshot
Filing Period
Jan 1, 2019 to Dec 31, 2019
Signed
May 26, 2020
Return Version
2019v5.0
Compensation and Service Providers
Top Officer Pay47th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Michael MondaviCFO-$0--
Isabel MondaviSecretary-$0--
Dina MondaviCEO-$0--
Filing and Contact Details

Filer

Filer Name
The Isabel and Michael Mondavi
EIN
20-2002457
Phone
7072249418
Address
PO BOX 2350, NAPA, CA 94558

Signing Officer

Name
Michael Mondavi
Title
CFO
Phone
7072562700
Signed
2020-05-26
Discuss with paid preparer
Yes

Preparer

Firm
Lippman & Associates CPAs Inc
Address
3100 Oak Road STE 350, Walnut Creek, CA 94597-7746
Preparer
Wayne B Lippman
Phone
9252560800
Raw XML AppendixShowing 400 of 424 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

Path#Value
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AccountingFeesSchedule/AccountingFeesDetail/AdjustedNetIncomeAmt10
AccountingFeesSchedule/AccountingFeesDetail/Amt03450
AccountingFeesSchedule/AccountingFeesDetail/Amt14989
AccountingFeesSchedule/AccountingFeesDetail/CategoryTxt0BOOKKEEPING
AccountingFeesSchedule/AccountingFeesDetail/CategoryTxt1TAX PREPARATION & ACCOUNTING SERVICES
AccountingFeesSchedule/AccountingFeesDetail/DisbursementsCharitablePrpsAmt00
AccountingFeesSchedule/AccountingFeesDetail/DisbursementsCharitablePrpsAmt10
AccountingFeesSchedule/AccountingFeesDetail/NetInvestmentIncomeAmt00
AccountingFeesSchedule/AccountingFeesDetail/NetInvestmentIncomeAmt10
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm0CORPORATE BONDS - SEE ATTACHED
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt0266554
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm0EQUITIES-COMMON STOCK (SEE ATTACHED)
InvestmentsGovtObligationsSch/USGovtObligationsBookVlEOYAmt0211940
InvestmentsGovtObligationsSch/USGovtObligationsEOYFMVAmt0218316
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InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt0MUTUAL FUNDS-VARIOUS (SEE ATTACHED)
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt1EXCHG TRADED PRODUCTS - (SEE ATTACHED)
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InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt12232387
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd0AT COST
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IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt12000-01-01
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IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc0VARIOUS PERSHING LLC - ACCT 26404 - SEE ATTACHED
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc1VARIOUS PERSHING LLC - ACCT 26404 - SEE ATTACHED
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc2Capital Gain Dividends
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt20
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0Michael Mondavi
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1Isabel Mondavi
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm2Dina Mondavi
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0CFO
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt1Secretary
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt2CEO
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt0PO Box 2350
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt1PO Box 2350
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt2PO Box 2350
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IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine1Txt01246 OLIVE HILL LANE
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm0NAPA
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IRS990PF/StatementsRegardingActyGrp/PersonsWithBooksName/BusinessNameLine1Txt0NANCY SELLERS
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IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/FormAndInfoAndMaterialsTxt0LETTER FORM WITH INFORMATION ABOUT THE ORGANIZATION REQUESTING THE GRANT, PURPOSE OF THE DONATION, AND ANY OTHER HELPFUL INFORMATION.
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientPersonNm0THE ISABEL AND M MONDAVI FOUNDATION
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientPhoneNum07072249418
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/AddressLine1Txt0PO BOX 2350
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/CityNm0NAPA
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/StateAbbreviationCd0CA
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/ZIPCd094558
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RestrictionsOnAwardsTxt0GENERALLY CHARITIES FOR THE BENEFIT OF NAPA COUNTY ARE GIVEN A HIGHER PRIORITY.
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/SubmissionDeadlinesTxt0NONE
IRS990PF/SupplementaryInformationGrp/ContributingManagerNm0Michael Mondavi
IRS990PF/SupplementaryInformationGrp/ContributingManagerNm1Isabel Mondavi
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt072083
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt15400
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt2100
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt337050
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt410000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt55000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt6660
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt71000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt8540
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt910000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt1013000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt11500
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0Support of hospital services in the Napa Valley community. $33,333 was specifically made to benefit the Marjorie Mondavi Intensive Care Unit at the hospital. Another $38,750 was specifically donated to support the Founders Courtyard Garden project at the Queen hospital. Indirectly, all of these projects support ongoing medical services such as neurosurgery, trauma center, stroke center, cardiac and oncology programs.
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt1PROMOTE YOUTH DEVELOPMENT SERVICES
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt2THE JUVENILE DIABETES RESEARCH FOUNDATION INT'L (JDRF) IS THE WORLDWIDE LEADER IN FUNDING RESEARCH TO CURE TYPE 1 DIABETES, AN AUTO-IMMUNE DISEASE THAT STRIKES CHILDREN AND ADULTS SUDDENLY AND LASTS A LIFETIME. JDRF SETS THE GLOBAL AGENDA FOR DIABETES RESEARCH AND IS THE LARGEST CHARITABLE FUNDER OF AND ADVOCATE FOR DIABETES SCIENCE WORLDWIDE.
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt3TO SUPPORT THE LEADING CENTER FOR COMMUNITY-CENTERED CARE DELIVERY AND RESOURCES FOR THE NORTH BAY FOR THOSE FACING THE TRANSITIONS OF AGING, CHRONIC ILLNESS, OR THE END OF LIFE.
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt4To raise funds to support the rebuilding of the North Bay Community after ravaging fires destroyed much of the area. Support local firefighters and victims of the fire.
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt5To support community foundation in desert area for families in need, and help with basic necessities of life.
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt6To support the principals of brotherhood, sisterhood, scholarship, perseverance, and uplift and encourage members to strive to attain the highest standards of academic and social excellence in life.
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt7TO SUPPORT EDUCATION FOR CHILDREN AROUND THE WORLD TO ENCURE THAT THEY ALL RECEIVE A DECENT PRIMARY EDUCATION, FUNDING LOCAL SCHOOLS IN SOME OF THE MOST IMPOVERISHED COMMUNITIES AROUND THE WORLD.
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt8KOMERA SPONSORS SCHOLARS WITH FULL TUITION, HEALTH INSURANCE, AND STUDYING FACILITIES IN RWANDA, HELPS TO BUILD COMMUNITIES SUPPORT, AND IMPLEMENTS SPORTS PROGRAMS FOR STUDENTS.
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt9Mayo Clinic is a nonprofit organization committed to clinical practice, education and research, providing expert, whole-person care to everyone who needs healing.
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt10TO ASSIST FAMILIES IN NEED WITH HEALTHY FOOD, PROPER NUTRITION, AND GENERAL SUSTANANCE. THIS ORGANIZATION HELPS SERVE FAMILIES ALL OVER NAPA VALLEY WITH SEVEN (7) LOCATIONS.
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt11Planned Parenthood is one of the nations leading providers of high-quality, affordable health care, and the nations largest provider of sex education. With or without insurance, services for health care are always provided.
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0EOF
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt1FOUND.
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt2POF
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt3PF
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt4PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm0QUEEN OF THE VALLEY HOSPITAL FOUNDA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm1BOYS' GIRLS' CLUB OF NAPA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm2JUVENILLE DIABETES FOUNDATION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm3COLLABRIA CARE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm4REBUILD NORTHBAY FOUNDATION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm5THE DESERT COMMUNITY FOUNDATION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm6OMEGA BOYS CLUB
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm7BRIGHTER CHILDREN
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm8KOMERA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm9MAYO CLINIC DEVELOPMENT - MAYO CLIN
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm10NAPA VALLEY FOOD BANK-CANV
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm11PLANNED PARENTHOOD
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt0HONORARY BOARD MEMBER-CFO
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt1None
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt3Board Member
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt4Board Member
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt5None
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt6None
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt7None
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt8None
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt9None
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt10None
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt11None
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt01000 Trancas St
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt11515 Puebla Avenue
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt226 BROADWAY 14TH FL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt3414 S JEFFERSON ST
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt4144 WEST NAPA STREET
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt575105 MERIE DR 300
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt61060 TENNESSEE ST
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt7151 N MICHIGAN AVE APT 1201
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt8PO BOX 1491
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt9200 FIRST ST SW
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt101766 INDUSTRIAL WAY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt113579 FRANKLIN BLVD
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0Napa
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm1Napa
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm2NEW YORK
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm3NAPA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm4SONOMA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm5PALM DESERT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm6SAN FRANCISCO
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm7CHICAGO
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm8JAMAICA PLAIN
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm9ROCHESTER
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm10NAPA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm11EUGENE
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd2NY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd3CA
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd5CA
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd9MN
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd11OR
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd094558
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd194558
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd210004
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd394559
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd495476
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd592211
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd801230
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd955905
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd1094558
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd1197403
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt0155333
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd0false
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IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd0false
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt0155333
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt0181486
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt024988
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt024988
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt024988
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt0155333
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt024988
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt01165
OtherAssetsSchedule/OtherAssetsScheduleGrp/BOYBookValueAmt0532355
OtherAssetsSchedule/OtherAssetsScheduleGrp/Desc0APPRECIATION (DEPREC.) OF INVESTMENTS
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYBookValueAmt01281010
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0DUES & SUBSCRIPTIONS
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1FEE - STATE ATTORNEY GENERAL
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc2OFFICE SUPPLIES
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt059
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt150
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt215
OtherIncreasesSchedule/OtherIncreasesDetail/Amt01170
OtherIncreasesSchedule/OtherIncreasesDetail/Amt1780258
OtherIncreasesSchedule/OtherIncreasesDetail/Desc0NON-TAXABLE DIVIDEND DISTRIBUTION
OtherIncreasesSchedule/OtherIncreasesDetail/Desc1UNREALIZED GAINS ON INVESTMENTS
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/AdjustedNetIncomeAmt00
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt018193
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0INVESTMENT MGMT. FEES - FIRST REPUBLIC
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/DisbursementsCharitablePrpsAmt00
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt018193
TaxesSchedule/TaxesDetail/Amt01114
TaxesSchedule/TaxesDetail/Amt1859
TaxesSchedule/TaxesDetail/Amt210
TaxesSchedule/TaxesDetail/CategoryTxt0FEDERAL EXCISE TAXES
TaxesSchedule/TaxesDetail/CategoryTxt1FOREIGN TAX ON DIVIDENDS-FIRST REPUBLIC
TaxesSchedule/TaxesDetail/CategoryTxt2FRANCHISE TAX - CALIFORNIA
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt0859
ReturnHeader/BuildTS02020-11-19 02:30:22Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0Michael Mondavi
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0CFO

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