Form 990 for tax year 2024

Totals

Total revenue

$17,350,645

Total expenses

$8,804,361

Contributions and grants received

$14,574,573

Grants paid

$5,968,055

Program service revenue

$79,763

Investment income

$2,696,309

Other revenue

$0

Total assets, end of year

$96,591,211

Total liabilities, end of year

$8,378,485

Net assets or fund balances, end of year

$88,212,726

Program services expenses (Part IX)

$7,419,342

Management and general expenses

$573,724

Fundraising expenses

$811,295

Program service expenses (Part III)

$7,419,342

Program services were 84.3% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.

Line items

Every line the filer filed in Parts VIII, IX and X, as filed and in filed order. Blank columns are left out, and the lines are not forced to add up to the totals above.

Mission and programs · 2024

• PROVIDED GRANTS TO 258 ORGANIZATIONS COVERING A VARIETY OF CHARITABLE PURPOSES INCLUDING YOUTH, HEALTH, FAMILY SERVICES, LEGAL IMMIGRATION SERVICES, FOOD, SHELTER, AND OTHER HUMANITARIAN EFFORTS, EDUCATION, RELIGION, THE ARTS AND DISASTER RELIEF AND RECOVERY. ENGAGED IN COMMUNITY LEADERSHIP ACTIVITIES, INCLUDING CONVENING STAKEHOLDERS, NONPROFIT AND LOCAL LEADERS ON IMPORTANT ISSUES FOR NAPA COUNTY. MANAGED A MULTI-YEAR CAMPAIGN TO CREATE NEW CITIZENS IN NAPA COUNTY CALLED THE ONE NAPA VALLEY INITIATIVE, WHICH IN THE 12-YEAR PERIOD ENDING 6/30/25 PROVIDED LEGAL CONSULTATIONS AND (CONTINUATION ON SCH O) ESL CLASSES TO NEARLY 14,000 RESIDENTS, HELPED MORE THAN 8,250 SUBMIT APPLICATIONS FOR CITIZENSHIP AND OTHER IMMIGRATION BENEFITS TO THE U.S. GOVERNMENT, AND ENABLED ALMOST 2,600 PEOPLE TO BECOME U.S. CITIZENS. CONTINUED THE FIFTH YEAR OF A PILOT INITIATIVE CALLED THE NAPA SONOMA ADU CENTER, TO HELP CREATE MORE AFFORDABLE RENTAL UNITS FOR THE VALLEY'S WORKFORCE AND ACCELERATE ADOPTION OF ACCESSORY DWELLING UNITS (ADUS) AND SPUN THE PROJECT OFF IN FEBRUARY 2025 TO A SEPARATE FISCAL SPONSOR, COMMUNITY INITIATIVES. IN THE FIVE YEAR-PERIOD BETWEEN THE LAUNCH AND THE SPINOFF, NEARLY 850 FEASIBILITY REPORTS WERE ISSUED TO HOMEOWNERS TO HELP THEM CONSTRUCT ADUS, AND NEARLY 100 OF THESE HOMEOWNERS HAVE COMMITTED TO RENTING TO LOW-INCOME FAMILIES AT SUBSIDIZED RATES, VIA A PARTNERSHIP WITH THE COUNTY OF NAPA'S AFFORDABLE ADU FORGIVABLE LOAN PROGRAM.THE NAPA VALLEY DISASTER RELIEF FUND (DISASTER RELIEF FUND) AND ITS RELATED FUND, THE 2020 NAPA COUNTY WILDFIRE FUND, WERE ACTIVE DURING THE FISCAL YEAR ENDING AT 6/30/2025, AS A RESULT OF THE RESIDUAL EFFECTS OF THE AUGUST 18, 2020 AND SEPTEMBER 28, 2020 CALIFORNIA STATES OF EMERGENCIES RELATED TO THE LNU AND GLASS FIRES IN NAPA COUNTY. AS A RESULT OF THESE TWO DISASTERS, GRANTMAKING TO QUALIFIED NONPROFITS TO PROVIDE RELIEF, RECOVERY AND DISASTER PREPAREDNESS PROGRAMS AND FINANCIAL ASSISTANCE TO ELIGIBLE PEOPLE WHO LIVE OR WORK IN NAPA COUNTY, WERE MADE DURING THE FISCAL YEAR ENDING JUNE 30, 2025. THESE GRANTS PROVIDED SERVICES AND FINANCIAL ASSISTANCE TO THOSE IN LONG-TERM RECOVERY STILL RECOVERING FROM THE 2020 WILDFIRES. GRANTS ALSO WERE MADE DURING THE PERIOD TO SUPPORT NAPA VALLEY COMMUNITY ORGANIZATIONS ACTIVE IN DISASTERS (COAD), A NETWORK OF NONPROFIT, FAITH COMMUNITY AND GOVERNMENT SECTOR GROUPS WHOSE MISSION IS TO IMPROVE COORDINATION AND COMMUNICATION BEFORE, DURING AND AFTER A DISASTER. ADDITIONAL GRANTS FUNDED THE FIRE PREVENTION EFFORTS OF NAPA COMMUNITIES FIREWISE FOUNDATION.

  Expenses $7,419,342 · Grants $5,968,055 · Revenue $79,763

As filed on the 2024 return. The filer continues this part on Schedule O, which is not shown here.

Listed in Part VII

Compensation is as filed in Part VII: reportable pay from this organization and from related organizations, other compensation, and hours per week. The total, marked calculated, is our sum of the three dollar columns, with a blank column counted as $0; the form itself has no total. On a Form 990-EZ the columns are Part IV's instead, and on a Form 990-PF Part VIII's — compensation, contributions to benefit plans, and expense account — and the total sums those. A Schedule J breakdown is as filed: base pay, bonus, other, deferred compensation and nontaxable benefits from this organization, with any from related organizations beside each, and the filer's own total. It is shown with the Part VII listing of the same name on the same return. The form gives no key between the two, so that pairing is ours, and is marked matched by us.

Schedule J

Part I's answers as filed. A line not listed was left unanswered; on lines 1a and 3 that means the box was not checked.

Grants on this return

• NAPA VALLEY COMMUNITY ORGANIZATIONS ACTIVE IN DISASTER

  $300,000

  FOR GENERAL SUPPORT

• IMMIGRATION INSTITUTE OF THE BAY AREA

  $135,500

  FOR PARTICIPATION IN THE CITIZENSHIP LEGAL SERVICES (CLS) COLLABORATIVE THAT IS PART OF NAPA VALLEY COMMUNITY FOUNDATION'S ONE NAPA VALLEY INITIATIVE. THIS GRANT COVERS THE PERIOD FROM JULY 1, 2024 THROUGH JUNE 30, 2025

• COMMUNITY INITIATIVES

  $125,000

  FOR THE INITIAL TRANSFER OF ASSETS FOR THE ADU CENTER

• BRANNAN CENTER

  $100,000

  FOR AUDIO/VISUAL SYSTEM SUPPORT

• COMMUNITY INITIATIVES

  $100,000

  FOR GENERAL SUPPORT OF THE ADU CENTER

• MIGRATION POLICY INSTITUTE

  $95,000

  FOR THE PURPOSES OF GENERATING AND PUBLISHING A SOCIODEMOGRAPHIC PROFILE OF IMMIGRANTS IN NAPA COUNTY

• ON THE MOVE

  $87,400

  FOR PARTICIPATION IN THE CITIZENSHIP LEGAL SERVICES (CLS) COLLABORATIVE THAT IS PART OF NAPA VALLEY COMMUNITY FOUNDATION'S ONE NAPA VALLEY INITIATIVE.THIS GRANT COVERS THE PERIOD FROM JULY 1, 2024 THROUGH JUNE 30, 2025

• DIRECT RELIEF

  $80,000

  FOR GENERAL/OPERATING SUPPORT

• PUERTAS ABIERTAS COMMUNITY RESOURCE CENTER SUN INC

  $76,098

  FOR PARTICIPATION IN THE CITIZENSHIP LEGAL SERVICES (CLS) COLLABORATIVE THAT IS PART OF NAPA VALLEY COMMUNITY FOUNDATION'S ONE NAPA VALLEY INITIATIVE. THIS GRANT COVERS THE PERIOD FROM JULY 1, 2024 THROUGH JUNE 30, 2025

• UPVALLEY FAMILY CENTERS OF NAPA COUNTY

  $69,606

  FOR PARTICIPATION IN THE CITIZENSHIP LEGAL SERVICES (CLS) COLLABORATIVE THAT IS PART OF NAPA VALLEY COMMUNITY FOUNDATION'S ONE NAPA VALLEY INITIATIVE. THIS GRANT COVERS THE PERIOD FROM JULY 1, 2024 THROUGH JUNE 30, 2025

The 10 largest by cash amount. The API serves every itemized grant.

Related organizations on this return

Schedule R Part II: tax-exempt organizations related to the filer by control. It does not record shared board members or money.

• CFNV CHARITABLE REAL ESTATE FUND

  501(C)(3) · CONDUCTS OR SUPPORTS ACTIVITIES FOR THE BENEFIT OF THE FOUNDATION. · CA · controlled entity

  Directly controlled by COMMUNITY FOUNDATION OF THE NAPA VALLEY

Provenance

Return type

form_990

Tax year

2024

Filed

27 February 2026

IRS schema version

2024v5.5

Source object

202620629349301227

Check it against the return as filed: the GivingTuesday Data Lake hosts a public copy of the original XML.

The source document this was parsed from is served over the API, which is where bulk and document access live.