The Isabel and Michael Mondavi Foundation

Nonprofit profile at a glance

EIN
202002457
IRS 990-PF coverage
2014–2025
Forms available
Form 990-PF 2025
Location
Napa, CA, USA
Phone
7072562707
Rating
90
Verdict
STRONG
Rating confidence
Standard
Sector
Private Grantmaking Foundations

Reported finances

Revenue
$609,410
Expenses
$456,641

Source: IRS Form 990-PF. Selected filing: tax year 2025. Amounts in USD.

Overview

Mission

Private Grantmaking Foundations

What it reported funding in 2025

The foundation reported 8 filed grant rows totaling $385,160. The stated grant purposes included the napa valley community foundation works side-by-side with donors and nonprofits to identify and solve the most pressing problems in our valley. they work with successful people who want to give back. the nvcf knows how to do it. for more than 25 years, theyve elevated donor service to an art, helping clients like us take a strategic approach to their philanthropy. the nvcf deeply understands the nonprofit sector and community needs. they share what they know with us, and this makes our giving more thoughtful and more impactful., to support community foundation in desert area for families in need, and help with basic necessities of life., and holy trinity classical christian school is distinctly classical and distinctively christian. the word of god teaches that parents are ultimately responsible for raising and educating their children. therefore parents will be integral parts of the education process in partnership with teachers imparting to the students the biblical, christian worldview employing the trivium methodology., plus 5 other reported purposes.

Operating model

Revenue model
Investment-supported. 100% of the foundation's positive operating resources came from recurring investment income.
Distribution model
Grant intermediary. The foundation distributed 100% of its reported charitable disbursements as grants.
  • Includes asset-sale income: Asset-sale income is shown separately from recurring resources when classifying the revenue model.

The verdict

STRONG - A large share of available resources goes to charitable grants and the filed numbers largely add up. Assets provide a limited cushion relative to annual grants.

Rating breakdown

  • Grant Deployment: 100
  • Cost Efficiency: 84
  • Transparency: 100
  • Compliance: 100
  • Endowment Health: 34

Detailed rating inputs

Grant Deployment

  • Grant deployment ratio: 100%; rating input score 100; 81st percentile among comparable filings

Cost Efficiency

  • Grant expense ratio: 84.3%; rating input score 84; 57th percentile among comparable filings

Transparency

  • Grant recipient disclosure: Yes; rating input score 100

Compliance

  • Foundation activity disclosures: 19 of 19 controls in place; rating input score 100
    • Property sale or exchange with a disqualified person: Pass
    • Borrowing from or lending to a disqualified person: Pass
    • Goods, services, or facilities involving a disqualified person: Pass
    • Compensation paid to a disqualified person: Pass
    • Assets transferred to a disqualified person: Pass
    • Payment to a government official: Pass
    • Uncorrected prior self-dealing: Pass
    • Prior-year undistributed income: Pass
    • Excess business holdings: Pass
    • Investments that may jeopardize charitable purposes: Pass
    • Uncorrected prior-year jeopardizing investments: Pass
    • Attempt to influence legislation: Pass
    • Attempt to influence an election: Pass
    • Individual grants for travel, study or similar purposes: Pass
    • Grants outside qualifying charitable organization categories: Pass
    • Spending for a noncharitable purpose: Pass
    • Funds received for a personal-benefit contract: Pass
    • Premiums paid on a personal-benefit contract: Pass
    • Prohibited tax-shelter transaction: Pass
  • Filing consistency checks: 9; rating input score 100

Endowment Health

  • Endowment-health comparison: 14.44; rating input score 34; 34th percentile among comparable filings

Details

  • Where the money goes: Financial trends and filed revenue, expense, asset, and liability detail
  • Grants: 100% of grant recipient detail disclosed
  • Payout: At least 100% grant deployment rate
  • Trustees: Filed trustees detail
  • Self-dealing: 100% of reviewed questions answered “No”
  • Investments: 34th percentile for endowment coverage
  • Consistency: 9 of 9 current checks pass
  • Filing history: 12 filing years from 2014 to 2025
  • Contacts: How to reach this organization
  • Money network: 8 filed money-flow records
  • Grant readiness: Federal tax and exclusion status, award history, and grant-maker relationships.
  • People: Everyone the filings name, and which of them the filings identify by more than a name.

Key Signals

Signals prioritize questions for review. They are not findings of misconduct.

  • Moderate — Endowment Health: Endowment-health comparison scored 34/100.