Community Foundation Of The Napa Valley
EIN 680349777 · 501(c)(3) · Public charity · Napa, CA · recognized 1995
- Assets
- $79.7M
- Revenue
- $13.5M
- Expenses
- $9.2M
- Investment income
- $2.0M
Form 990 fiscal year ended 06/30/2024
Investment managers
Advisory firms linked via Form 990 Part VII independent contractors.
| Firm | Match | Period |
|---|---|---|
| Baker Street Advisors, Llc CRD 128066 | deterministic · 100% | 06/30/2024 |
Highest-paid contractors
Form 990 Part VII-B, independent contractors paid over $100k.
| Contractor | Services | Compensation |
|---|---|---|
| Pocket Housing Llc | Napa sonoma adu center tech assistance | $164,414 |
| Baker Street Advisors | Investment management | $139,375 |
Officers & directors
Form 990 Part VII-A for the latest fiscal year.
| Name | Title | Compensation | Other |
|---|---|---|---|
| Terence Mulligan | President | $244,237 | $55,578 |
| Sandy Fasold | Cfo | $145,225 | $26,931 |
| Julia Denatale | Vp of community impact | $136,884 | $24,569 |
| Dawnine Dyer | Chair | $0 | $0 |
| Pete Richmond | Co-vice chair | $0 | $0 |
| Pablo Zatarain | Co-vice chair (thru 02/24) | $0 | $0 |
| Liz Christensen | Treasurer | $0 | $0 |
| Erika Lubensky | Secretary | $0 | $0 |
| Colleen Chappellet | Director | $0 | $0 |
| Maria Cisneros | Director | $0 | $0 |
| J Kevin Corley | Director | $0 | $0 |
| Bob Fiddaman | Director | $0 | $0 |
| Indira Lopez Jones | Director | $0 | $0 |
| Manbin Khaira Monteverdi | Director | $0 | $0 |
| Robert Murphy | Director | $0 | $0 |
| David Whitmer | Director | $0 | $0 |