Agenda, regular meeting — St. Helena City Council, April 22, 2025 (part 3 of 4)

Please include a high-level description of the Project that you are requesting grant funding for. * This application for funds from the City of St. Helena will help sponsor and promote the Fourth Annual ¡Viva! Mariachi St. Helena spring concert scheduled for early April 2026 and will bring at least two award-winning mariachi youth ensembles to perform for our St. Helena community and Up Valley audiences. It is anticipated that once again, the Napa Valley College District Auxiliary Services Department will partner with the St. Helena City Recreation Department. This concert will kick-off the 6th Annual Viva Mariachi Festival at Napa Valley College scheduled for the day after the St. Helena event. The concerts never fail to generate excitement, enthusiasm and a desire to learn to play mariachi music, particularly among Mexican-American students. The St. Helena Catholic Church and Father Manuel initiated a class in mariachi music in summer of 2024 and Father Manuel continues to help promote the St. Helena festivals through his Spanish language mass after-sermon announcements.

The collaboration between Napa Valley College and the City of St. Helena has become a truly special project for the entire up valley community, as no other nearby town offers such unique cultural and musical partnership. The Nonprofit Community Enrichment Program grant continues to build, develop and make visible the mutual mission of this partnership related to providing culturally diverse community activities of both partners.

The entire costs for airfare/travel, lodging and feeding of the 55 or so invited musicians from different ensembles is upwards of $35,000. The resources to make these events possible come from soliciting sponsorships, donations and writing grants. The 2024-2025 Non-Profit Grant awarded by the City of St. Helena, for example, will be used to help offset costs for the April 11, 2025 Lyman Park event. Past sponsors of the Festivals have included the Napa Valley College Foundation, The Trinchero Family Estates, Festival Napa Valley, Napa County Hispanic Network, and the City of St. Helena among other businesses and private individuals.

We desperately need your financial support to maintain this invaluable effort to make ¡Viva! Mariachi St. Helena, a sustainably unique cultural and diverse activity that the City has not had in a long, long time.

Attachment 1: Grant Budget *
Projected Budget for Viva Mariachi St. Helena Grant.pdf Attachment 2: Proof of Nonprofit Status*
DAS IRS Tax Determination LTR.pdf
Attachment 3: Current Year's Operation Budget & Prior Year Actuals* Mariachi DAS Budget - Schedule 8.pdf
Attachment 4: Listing of Grant Funding Received in the Last 12 Months (if applicable)
Choose File No file chosen
Attachment 5: Partnership Letter(s) (if applicable)
Choose File No file chosen
ATTACHMENT 7
Agenda Item #13.2.

Page 387 of 604 ends

Projected Budget for Viva Mariachi in St. Helena 2026
Type of Expense Description of Expense Amount
Food & Other Food Supplies
Dinner for musicians on Friday night 500.00
Airfare
Roundtrip airfare for one mariachi ensemble of
20+members 5,000.00
Lodging
One night of lodging for one ensemble of 22 members
(Hampton Inn & Suites) 1,750.00
----------
Estimated Total for Expenses 7,250.00
ATTACHMENT 7
Agenda Item #13.2.

Page 388 of 604 ends

INTERNAL REVENUE SERVICE DEPARTMENT OF THE TREASURY
P. 0. BOX 2508
CINCINNATI, OH 45201
Date: SEP222014

NAPA VALLEY COMMUNITY COLLEGE

AUXILLIARY SERVICES ORGANIZATION
2277 NAPA-VALLEJO HWY
NAPA, CA 94558
Employer Identification Number:
46-2918583
DLN:
17053074776034
Contact Person:

CUSTOMER SERVICE ID# 31954
Contact Telephone Number:
(877) 829-5500
Accounting Period Ending:

June 30
Public Charity Status:
170(b)(1)(A)(vi)
Form 990 Required:

Yes
Effective Date of Exemption:

November 15, 2013
Contribution Deductibility:

Yes
Addendum Applies:

No
Dear Applicant:

We are pleased to inform you that upon review of your application for tax exempt status we have determined that you are exempt from Federal income tax under section 501(c)(3) of the Internal Revenue Code. Contributions to you are deductible under section 170 of the Code. You are also qualified to receive tax deductible bequests, devises, transfers or gifts under section 2055, 2106 or 2522 of the Code. Because this letter could help resolve any questions regarding your exempt status, you should keep it in your permanent records.

Organizations exempt under section 501(c)(3) of the Code are further classified as either public charities or private foundations. We determined that you are a public charity under the Code section(s) listed in the heading of this letter.

For important information about your responsibilities as a tax-exempt organization, go to www.irs.gov/charities . Enter "4221-PC" in the search bar to view Publication 4221-PC, Compliance Guide for 501(c)(3) Public Charities, which describes your recordkeeping, reporting, and disclosure requirements.

Sincerely,
7;;.1"ouweigiao..40
Director, Exempt Organizations
Letter 947
ATTACHMENT 7
Agenda Item #13.2.

Page 389 of 604 ends

A F
Budget
2024/2025

RESTRICTED DONATIONS
1 Beginning Restricted Dons. Fund Balance $ 17,177.12 5,962.44 $ 5,962.44 $ 19,998.43 $ 19,000.00 2 YTD - Mariachi Restricted Donations 31,594.63 25,775.00 - 5,000.00 30,000.003 Grants, Annual Appeal & Sponsorships - - - - 4 Other Fundraising - - - - (34,300.00) 5 Trans to Fund Program Balance (#8358) (20,379.95) (22,953.69) - - 6 TOTAL RESTRICTED DONATIONS $ 17,177.12 $ 19,998.43 $ 5,962.44 $ 24,998.43 $ 14,700.00

REVENUE
7 Ticket Sales 12,510.00 16,620.00 - - 16,000.00
8 GIK - NVC Gov't Grant for Transportation - 13,056.16 - - 9 Transfer from Restricted Donations 20,379.95 22,953.69 - - 34,300.00 10 TOTAL REVENUE 32,889.95 52,629.85 - - $ 50,300.00

EXPENDITURES
11 Salaries 5,065.19 5,544.62 - 525.00 7,000.00
12 Employee Benefits 436.66 447.23 - 40.16 INC.
13 Advertising/Marketing - 180.00 - - 1,000.00 14 Food & Food Supplies/Event Supplies 3,152.83 162.00 27.60 - 3,000.00 15 Travel & Lodging (Faculty/Performers) 18,019.23 22,400.40 - - 24,000.00 16 GIK - Transportation - 13,056.16 - 17 Printing & Mailing - 59.80 - - 300.00 18 Event Support - Payable to District - - - - 1,000.00 19 Other Personal Services 5,008.38 5,105.26 - - 5,000.00 20 Bank Card/Misc Expenses 1,207.66 1,434.88 - - 1,000.00 21 Administrative Fee - 4,239.50 - 8,000.00
22 TOTAL EXPENDITURES (32,889.95) (52,629.85) (27.60) (565.16) $ (50,300.00) 23 OPERATING (PROGRAM 8358) ENDING BALANCE -$ -$ $ (27.60) $ (565.16) 24 EVENT BALANCE $ 17,177.12 $ 19,998.43 $ 5,934.84 $ 24,433.27 $ 14,700.00 PRIOR YEAR (3 Mos.)
July 1, 2023 to Sept. 30, 2023 July 1, 2024 to Sept. 30, 2024 Viva Mariachi
INCOME STATEMENT (Schedule 8)
Comparison of Prior and Current Fiscal Years - PERIOD 3 (as of September 30, 2024) July 1, 2022 to June 30, 2023
PRIOR YEAR (12 Mos.) CURRENT YEAR (3 Mos.)

AUDITED
CURRENT YEAR (12 Mos.)
July 1, 2023 to June 30, 2024
B C E
FISCAL YEAR ENDING JUNE 30, 2025
D

PRE-AUDIT

Page 1 ends

ATTACHMENT 7
Agenda Item #13.2.

Page 390 of 604 ends

Print
Organization Name*
Napa Valley Museum
Please enter your organization name so we can match your application to your attachments.

Contact Person for Questions (Name/Title)*
Laura Rafaty/Executive Director
Contact Person Phone Number*
4152792652
Contact Person Email Address*
[email protected]
Organization Phone Number*
7079440500
Organization Mailing Address*
Box 3567 Yountville CA 94599
Organization Physical Address*
607 St Helena Highway St Helena CA 94574
Federal Tax ID Number and Status*
23-7140629 501c3 active status
How Long Has Organization Served Community (Years & Months)* 53 years
Project Name*
Napa Valley Museum of Art & Culture (the MAC) in St Helena Requested Grant Amount*
20,000
2025-2026 Nonprofit Community Enrichment Program Application for Requests $5,001 and Above - Submission #240 Date Submitted: 2/28/2025
ATTACHMENT 8
Agenda Item #13.2.

Page 391 of 604 ends

Do You Have Matching Funds?*
yes
Please List Any Matching Funds and Sources
$300,000 has been donated to the project by the Ron & Diane Disney Miller Fund, $345,000 toward the Kuo Family Fund for the Julia Child exhibition, plus Napa County Arts & Culture grant $27,500, Unincorporated Napa County TID funding $25,000, Yountville TID $10,000, donations to the Museum from individuals and businesses Total Project Cost*
1,224,249 (final will likely be within $100k more)
Describe how your Project ties to the City’s Goals, Mission/Vision or funding philosophy.* This is the second (and last) year of our massive project to create the Napa Valley Museum of Art & Culture (The MAC), opening in St Helena at 607 St Helena Highway in March/April of 2025, which will establish a major cultural institution at the gateway to St Helena and up valley. It is designed to benefit the St. Helena, and Napa Valley, communities with arts, culture, and educational exhibitions and programs of the highest caliber. Because of the larger size and more prominent location than our current space in Yountville, we will be able to present more high-profile exhibitions of major artists, as well as incubating the world premiere exhibitions for which we have become well known. This new flagship museum will have distinct branding tied closely to St Helena (it is outside the city boundary in unincorporated Napa County, but has a St Helena address) just as our existing location enjoys close ties to Yountville.

Already confirmed for the MAC are major exhibitions on Julia Child (now fully funded, built and installed ready for opening in March, subject to permitting), a retrospective on the Wyeth family featuring original works by three generations of painters, a reboot of our popular “Dangerous Games” exhibition, and thrilling photographs taken inside musical instruments by New Zealander Charles Brooks.

We have already booked events like a celebration of Jacques Pepin’s 90th birthday In October of 2026, for which he will bring a pop-up exhibition of his own paintings done for friends – none of which have been seen by the public. These exhibitions and more like them will not only make the best in arts available to St Helena’s already culturally-inclined residents and visitors, it will provide a boost to local businesses with whom we plan to actively partner, and a resource for students and educators. The Museum is in active discussion for partnerships with the new Flora Springs ownership, V Sattui, Hall, Press, and our other neighboring businesses as well as several downtown and in Yountville and Napa. We will also be partnering with Vine Trail on events as well as to foster cyclist and pedestrian access to the MAC.

ATTACHMENT 8
Agenda Item #13.2.

Page 392 of 604 ends

Describe your Project including objectives and goals, and explain how you will meet these goals within the deadline of June 30, 2026. Please provide a timeline for your project.*
Project summary: to create the Napa Valley Museum of Art & Culture ("the MAC") at the entrance to St Helena on Highway 29, in the former Dean & Deluca/Gary's Wine building. The space has been reimagined, transforming from a former grocery store and wine emporium with coffee bar, to a world-class cultural institution, with a flexible 4,000 square foot gallery and Museum Store space. The Museum will be sharing the building with a new culinary concept from the adjacent Michelinstar PRESS Restaurant called "under-study" opening in April of 2025.

The project will further the Museum’s mission of enriching the cultural fabric of our community through exhibitions, collections, educational programs and creative activities that promote knowledge and understanding of art, nature and history. The more visible location will add to the relevance of our organization to its community, visitors and supporters.

Timeline:

Signed Lease January, 2024
Opening targeted for March/April 2025. We have a tentative “soft” opening date of March 15, and the formal grand opening will take place when under-study opens with us.

The Museum has taken the following steps in the process - Signed lease with LRICo and made required deposits - Secured initial seed funding for the MAC and the Julia exhibition of over $800k - Obtained a Use Permit from Napa County; filed a Building Permit application and completed initial inspections. Our final inspections have been pending completion of work on the divising wall between the museum and under-study. - Engaged architects and other professionals to create required drawings and plans, and received county design approval - Installed major electrical, lighting, security and other key elements. Painted facade and interior. - developed a budget and a funding plan
- recruited initial volunteers and docents (more needed!) - lined up a series of world-class exhibitions, starting with Julia Child: A Recipe for Life ready to open March 15 - designed new website ready for launch March 2025
- added the MAC to maps and travel sites
- created a new social media profile for the MAC and new branding for NVMY (yountville museum) and the MAC The space required minimal construction, as the floors and walls and systems are sound and suited for our needs. The lack of windows is particularly beneficial.

There have been improvements in lighting, security, IT, HVAC, and other requirements – most of which is covered by our initial grant of $300k, donations for the Julia Child exhibition, and various grants and individual gifts.

Some of that work is yet to be completed but it is mostly ready. Some final work on signage and interior painting on the wall separating under-study from The MAC is ongoing. But the delay from September to March was caused by the County determining that not only a new use permit was required, but a completely new building permit upgrading the entire building to current standards, most of which was the responsibility of the Museum because we were the “new use”. Cost overruns in permitting, unexpected electrical work also led to delay, but mostly it was the need for additional permitting, drawings, engineering, plans and inspections that have pushed the project to open in March (latest April) 2025. Despite this, we are still close to budget, thanks to local companies who donated major elements - like equipment for installation and storage for the exhibition crates. And we were able to defer construction of walls and a few other items until the next fiscal year -- after Julia, saving around $86k. All our projections still lead the Museum trustees and Museum staff to believe the project to be self-sustaining as the Museum’s revenue from admissions, programs, fundraising events and rentals and store/art sales are expected to well exceed costs. We also have the Yountville location where, by moving the main gallery exhibitions to St Helena, we have already improved revenues through additional exhibitions and more profitable rentals and events. The new screening capability in Yountville will allow us to host more conferences, events, speeches and films.

Question: we have been trying to understand what is considered a “capital” expense. The 2024-25 grant and budget were costs that included construction, architects, engineers, electricians, designers as well as the actual equipment and improvements. We are unclear which of our many expenses we should submit for that grant report. We face a similar question this time:

This grant request is therefore in the alternative:

Alternative 1: for Phase 2 -- "after Julia Child" -- in anticipation of the major Wyeth exhibition and other future ones. "Julia" did not require that we construct walls, but we will need them once Julia is deinstalled. The new gallery spaces have no interior walls and some of their walls include arches -- we need to fill these in to create sufficient linear wall space to hang the artwork for our contracted exhibitions. We plan to turn our two small offices in the lobby to one small gallery of works for sale to benefit The MAC. We also need to add some additional security measures, improve our ability to manage humidity control as required by loan agreements for original paintings (and to allow us to seek museum accreditation required for other art loans and grant eligibility). This additional work is estimated at $86k and is on top of the $1.2m budget of the first phase of the project. We have spent over $800k on the first phase already and expect to spend the rest of the $1.2m budget between now and next March, at which point we will have the $86k Phase 2 items to complete. We do not anticipate submitting another grant request after this one pertaining to seed funding for the MAC.

Alternative 2: from July 1, 2025 to June 30, 2026, the MAC will have to cover facilities costs as it ramps up attendance and functions as a “start up” business. We believe our partnerships and visibility will make this ramp up quickly, but between “triple net” rent (we are prohibited by the landlord from specifying the amount of rent and associated fees in a publicly available document, which is why we have grouped this together), utilities, internet, HVAC filters and ongoing service, but non lease related costs exceed $5k per month or $60k per year) we will be paying $29,298.43 in operating costs per month or $351,581.16 not including payroll or program and exhibition expenses. In the event the City will not consider alternative 1 for funding because it is considered “capital expenditure,” we ask that it instead consider helping with alternative 2 seed funding toward these considerable operating costs as we launch.

ATTACHMENT 8
Agenda Item #13.2.

Page 393 of 604 ends

Describe who will benefit from this Project and estimate how many people your proposal may impact.* The MAC is expected to attract tens of thousands of visitors (we are starting with an estimate of approx. 36k the first year) al‐ though we expect this to be somewhat seasonal and build over time. We believe that most St Helena residents, students and educators, will have the opportunity to benefit from the nearby availability of this arts and culture resource. Making the arts and culture even more available adds to the quality of life for local residents. And we are committed to enhancing the reputation, beauty and brand value of St Helena for the benefit of local resi‐ dents and business owners. By drawing culturally sophisticated visitors to St Helena, we believe their spending at local business‐ es will help increase the City’s funding, and make it possible to obtain outside resources like state and federal funding targeting arts and culture destinations.

The MAC is expected to attract tens of thousands of visitors (we are starting with an estimate of approx. 36k the first year) although we expect this to be somewhat seasonal and build over time. We believe that most St Helena residents, students and educators, will have the opportunity to benefit from the nearby availability of this arts and culture resource. Making the arts and culture even more available adds to the quality of life for local residents. And we are committed to enhancing the reputation, beauty and brand value of St Helena for the benefit of local residents and business owners. By drawing culturally sophisticated visitors to St Helena, we believe their spending at local businesses will help increase the City’s funding and make it possible to obtain outside resources like state and federal funding targeting arts and culture destinations.

The MAC will focus solely on major artists and cultural movements, while our Yountville location (NVMY) will continue its focus on medium-sized exhibitions of history, arts and culture, plus regional and local arts and education. The Museum’s popular festivals will continue in Yountville, where we have three parking lots.

The NVMY has already relaunched with a screening venue, revised gallery layout and a popular new exhibition featuring a 19th century St Helena artist: Sophie Alstrom Mitchell, partnering with local organizations like Napa Valley Roots and the St Helena Historical Society to create it.

Describe the community support for your project.*
The MAC obtained its Use Permit with supporting letters from local individuals and organizations including Dana Johnson and Nimbus Arts, Marcus Robbins and Wayne Armstrong of Pennyweight and Patina, Oliver Caldwell of Caldwell Snyder Gallery, Oscar and Azalea Olea - artists and educators, Rick Walker and Charles Letourneau of Festival Napa Valley, V Sattui, Rianda House, and the Napa Valley Vintners, plus John Dunbar and Yountville Chamber and others. The Napa County Planning Commission noted in its approval that it appreciated the opportunity to approve a non-winery project focusing on arts, education and culture. The Yountville and Unincorporated TID's supported the project based on the value of cultural tourism to the region. (the St Helena TID declined to support any project, giving all funds to the St Helena Chamber. The St Helena Chamber did not respond to requests for support of our use permit, but we did receive support of all the other local chambers)). The St Helena City nonprofit grant program gave us $12,500 in seed funding – thank you! Napa Valley Museum was founded in 1972 by individuals concerned with preserving Vintage Hall in St. Helena. This dedicated group of citizens realized that Napa was one of the few counties in the state lacking a museum focused on its regional heritage, and so a museum was created which would celebrate Napa Valley’s history, environment and culture. In 1998, the Museum moved from St. Helena to Yountville to land leased from the State of California, where the community raised millions of dollars to build, operate and maintain the museum. The museum's history cases, and the 15,000 items in the museum's permanent collection, continue to preserve and protect our vital cultural, historical and geological heritage. This project represents an opportunity to bring the Museum home to St Helena, where it was founded.

But the community has long urged us to do three things:

1. make the museum as self-sustaining as possible, given all the competing demands for funding

2. find a location for the museum more likely to promote its accessibility, relevance and sustainability

3. continue to make gallery space in Yountville available for exhibitions, events, local artists and groups, including promoting exhibitions of interest to Veterans.

As this project is intended to help accomplish all three goals, we expect continued community support and have already received a substantial donation from the Disney-Miller family to kick-start the project. And we were grateful that LRICo, the real estate investment arm of the late Leslie Rudd, has chosen us among other potential renters, in order to facilitate creation of this community asset.

As a St Helena resident of 22+ years, as well as a founder of NapaShakes – a St Helena nonprofit which frequently partners with the Cameo Cinema – I also owned a retail business (Murray n’ Gibbs/Pennaluna) for several years on Adams, then Main Street. I’ve developed longstanding relationships with the St Helena business and residential community and am committed to the idea of promoting our City as an arts and cultural resource and destination unparalleled in the region. Managing St Helena operations will be Maria Rodriguez, Deputy Director of our Yountville museum, who managed Jan de Luz retail store for over 20 years on Main Street and has worked for several of the local businesses. We have solicited feedback from many of the City’s residents, leaders and business owners and have heard nothing but unqualified support and excitement at the possibilities for St Helena that we can create together. The overwhelming number of support letters from local businesses for our Use Permit evidences this shared vision.

If you have received funding from other Napa County government agencies in the past two years, provide level of funding and explain how the City of St Helena funding will specifically benefit St. Helena residents.
2024-25 Napa County Arts & Culture grant of $27,500 seed funding for The MAC, Napa County Unincorporated TID $25,000 seed funding for the MAC; Town of Yountville marketing grant of $10,000 for marketing Yountville as a cultural destination, some of which will go to support The MAC. St Helena gave us $12,500 seed funding last year.

Note: County funding max is $27,500 but the museum must choose to apply for either its Yountville or St Helena location - not both. We are applying for St Helena in the 2025-26 funding cycle.

ATTACHMENT 8
Agenda Item #13.2.

Page 394 of 604 ends

Please describe how your application in your organization incorporates the principles of a diversity, equity and inclusion. If your organization does have a specific equity focus, it doesn't make you in eligible or less competitive.* The Napa Valley Museum has a longstanding commitment to equity and diversity, and in recent years presented major exhibitions dedicated to the Braceros farmworker program (with the Smithsonian), oversized paintings celebrating migrant workers, a major academic conference, textbook and exhibition on leading female surrealists and the movement to "write women back into the history of art, an exhibition of Lucy Liu's paintings and sculptures reflecting the Asian-American experience, a survey of the greatest female photographers of the 20th/21st centuries, and many more. Our hiring reflects this; currently more than half of our staff and contractors reflect diverse ethnicity.

If your organization doesn’t have a specific equity focus – it doesn’t make you ineligible or less competitive. A lack of focus or experience with equity will not preclude you from receiving a grant, but we do ask you to think honestly and engage meaningfully about disparities that exist in your organization and in the community and how your work addresses those disparities. We recognize that not all organizations have had the same opportunities to learn about practicing and promoting equity and we know that diversity and inclusion will look different in different for each organization. We recognize that there isn’t a one-size-fits-all approach to integrating diversity, inclusion, and equity into an organization’s work. There are common challenges and opportunities but diversity, inclusion, and equity will mean different things to different organizations. We are committed to sharing our learning and supporting the learning of others, including providing opportunities for engagement within the community regarding social justice.

Attachment 1: Grant Budget*
2025 26 St Helena Grant Budget.xlsx
Attachment 2: Proof of Nonprofit Status*
IRS Determination Lettter.pdf
Attachment 3: Current Year's Operation Budget & Prior Year Actuals* NVM Operating Budget 23.xlsx
Attachment 4: Listing of Grant Funding Received in the Last 12 Months (if applicable)
NVM Grants Received 2024-03-01 through 2025-02.28.xlsx
Attachment 5: Partnership Letter(s) (if applicable)
Choose File No file chosen
ATTACHMENT 8
Agenda Item #13.2.

Page 395 of 604 ends

2025 26 St Helena Grant 7 1 25 - 6 30 26 DUE Feb 28, 2025 capital improvements phase two MAC
3/8 - 4/11/2026 construction period
ALTERNATIVE 1: MAC improvements for
Wyeth and future exhibititons
Build Moveable Walls 8,000 create linear feet for hanging Create new gallery from offices 12,000 includes electrical Fill two Arches for permanent walls 10,000 increase linear feet paint and trim 2,000
Permitting for Above 6,000
Humidity 48,000 eligibity for major exhibitions and accreditation back door camera added 600 extra security for back of building Security Hardware and upgrades 210 security hooks
86,810
ALTERNATIVE 2: Operating costs for facilities only not including payroll or program and exhibition expenses Triple Net Lease
Utiliites (PGE, garbage)
HVAC system filters etc
Comcast internet
29,298.43/month or $351,581.16 per year
ATTACHMENT 8
Agenda Item #13.2.

Page 396 of 604 ends

ATTACHMENT 8
Agenda Item #13.2.

Page 397 of 604 ends

FYTD 2023-2024 Actuals (2/17/25) FY 2023-2024 Budget FY 2024-2025 Actuals* FY 2024-2025 Budget notes on 2024-25 Actual YTD Income Income
Contributions & Support $751,127.97 $ 168,000.00 Contributions & Support $108,064.90 $ 150,000.00 NOTE: includes $300k foundation grant for new museum Fundraising Events $48,645.50 $ 150,000.00 Fundraising Events $13,921.04 $ 85,000.00 includes fundraisers and raffle proceeds and site rental revenue Program Revenue $248,009.92 $ 217,000.00 Program Revenue $90,545.97 $ 275,000.00 inclues admissions, membership, education program and store revenue Endowment Income $122,614.09 $ 200,000.00 Endowment Income $174,345.59 $ 225,000.00 interest, dividend and internal endowment transfer Total Income $ 1,170,397.48 $ 735,000.00 Total Income $386,877.50 $ 735,000.00 Expenditures Expenditures
Salaries & Related Expenses $436,484.72 $ 325,000.00 Salaries & Related Expenses $238,977.63 $ 435,000.00 Marketing $5,158.51 $ 8,000.00 Marketing $10,124.58 $ - Fundraising Events $11,840.15 $ 39,000.00 Fundraising Expense $4,048.85 $ 20,000.00 Facility & Equipment Expense $166,737.35 $ 140,000.00 Facility & Equipment Expense $61,111.51 $ 60,000.00 Facilities, Utilities Program Expense $63,607.30 $ 205,000.00 Program Expense $69,490.97 $ 137,000.00 Museum store/consignment, exhibit expense, membership, administration Other Expense $ 24,756.57 $ 18,000.00 Other Expense $ 39,468.86 $ 83,000.00 Professional fees, loan repayment Total Expense $ 708,584.60 $ 735,000.00 Total Expense $ 423,222.40 $ 735,000.00 Net Operating Revenue $ 461,812.88 $ - Net Operating Revenue $ (36,344.90) $ - as of 1/31/25 *Year to Date as of 1/31/25
FY ends 6 /30/25
ATTACHMENT 8
Agenda Item #13.2.

Page 398 of 604 ends

Date
Transaction
Type Num Name Memo/Description Account Clr Amount Balance 07/31/2024 Receipt 757 Arnold A Grossman 42005 Income:Grants & Gifts:Foundation Grants 9,973.81 9,973.81 11/08/2024 Receipt 838 Napa Valley Community Foundation COMMUNITY FOUNDA DES:ACH
Paymen ID:Napa Valley Mus
INDN:Napa Valley Museum
CO ID:XXXXX9777 CCD
PMT INFO:013171 42005 Income:Grants & Gifts:Foundation Grants 500.00 10,473.81 08/27/2024 Receipt 786 Napa County Arts & Culture and Unincorporated TID 42006 Income:Grants & Gifts:Government Grants 52,500.00 52,500.00 09/20/2024 Receipt 798 Town of Yountville TID (c) 42006 Income:Grants & Gifts:Government Grants 10,000.00 62,500.00 TOTAL $ 72,973.81
Thursday, Feb 27, 2025 01:31:50 PM GMT-8
Napa Valley Museum
Grants Received
March 2024 - February 2025
ATTACHMENT 8
Agenda Item #13.2.

Page 399 of 604 ends

Print
Organization Name*
Napa Valley State Parks Association
Please enter your organization name so we can match your application to your attachments.

Contact Person for Questions (Name/Title)*
Pat Clarey/Treasurer
Contact Person Phone Number*
4152442353
Contact Person Email Address*
[email protected]
Organization Phone Number*
415-244-2353
Organization Mailing Address*
PO Box 1156 Saint Helena CA 94574
Organization Physical Address*
3369 Saint Helena Highway SH 94574
Federal Tax ID Number and Status*
942459815
How Long Has Organization Served Community (Years & Months)* 46 years
Project Name*
Bale Mill Community Events
Requested Grant Amount*
$15,000
2025-2026 Nonprofit Community Enrichment Program Application for Requests $5,001 and Above - Submission #238 Date Submitted: 2/27/2025
ATTACHMENT 9
Agenda Item #13.2.

Page 400 of 604 ends

Do You Have Matching Funds?*
Yes
Please List Any Matching Funds and Sources
Napa Valley State Parks Association
Total Project Cost*
$25,000
Describe how your Project ties to the City’s Goals, Mission/Vision or funding philosophy.* The Bale Grist Mill is a historic treasure hiding in plain sight in the City of Saint Helena. Many residents have driven past it countless times but have never visited or may have only done so years ago. Built in 1846, the mill was once a hub of social activity for early settlers in the Napa Valley. Today, it continues to serve as a gathering place for both Saint Helena residents and visitors from around the world. Despite its rich history and significance, the mill is often overlooked by the local community.

The Bale Grist Mill offers a variety of activities, including hiking trails, milling demonstrations, and educational tours. The mill's extensive partnerships with local schools further its role as an educational resource. These activities align with the City's funding philosophy by promoting arts, culture, and education while also supporting youth, family well-being and community engagement. The mill also supports the City Council mission of promoting a culture of equity, diversity and inclusion, support families, and educating our youth change challenges through our environmental education programs and expanding recreational and cultural opportunities.

Describe your Project including objectives and goals, and explain how you will meet these goals within the deadline of June 30, 2026. Please provide a timeline for your project.*
This project will support three free community events at Bale Grist Mill in Saint Helena: the Community Pancake Breakfast on May3, 2025; Old Mill Days on October 11-12, 2025; and Old Mill Holidays on December 6, 2025. These events aim to celebrate the mill's history, engage the local community, and increase awareness of the site as a valuable cultural and recreational resource.

The Community Pancake Breakfast is a long-standing tradition that has previously required a $10 fee for adults and $5 for children. With this grant, we plan to make the event free for children under 12 while charging a nominal fee for those 12 and older. As part of the festivities, Cal Fire will be invited to bring a fire truck for children to explore, and a local restaurant will prepare the breakfast, which will include pancakes, sausage, fruit and orange juice.

Old Mill Days is an annual family-friendly event that brings history to life through living history demonstrations, music, food, and hands-on activities. Visitors can dress in period costumes, and participate in traditional farm chores such as woodworking, hand sewing, and corn husking. Local artisans will showcase their crafts, and food vendors will offer refreshments at a nominal cost. Previously, ths event had a $5 admission fee, but we plan to make it free to encourage greater community participation.

Old Mill Holidays is a festive gathering featuring holiday crafts, gingerbread cookie decorating, wreath making, music and hot apple cider. The mill will be open for demonstrations and tours, allowing visitors to experience both history and holiday traditions. Food vendors will sell seasonal treats at a nominal fee. In the past, this event required a $5 admission fee, but we will now make it a free community event.

The purpose of this project is to celebrate and increase awareness of Saint Helena's rich history by highlighting the Bale Grist Mill, one of the city's most significant historic sites. Through its hiking trails, educational tours and community events, the mill provides a unique opportunity for residents and visitors to connect with the past in a beautiful natural setting. By expanding and refreshing our event offerings, we will strengthen community ties, support local vendors, and provide free, engaging experiences that showcase Saint Helena's heritage. Whenever feasible, we will collaborate with local businesses and organizations to enhance attendance and participation. All project goals will be met by June 30, 2026.

Timeline
Pancake Breakfast
March 15 - April 1 --Outline event requirements, contract with local vendors April 1- May 1 -Recruit volunteers, social media campaign and local outreach May 1-3 - Set up and execution of a successful community event Old Mill Days
August 15-Sept. 15 - Outline event requirements, contract with local vendors Sept. 15 - Oct. 9 - Recruit volunteers, social media campaign and local outreach Oct. 10-12 - Set up and execution of a successful community event Old Mill Holidays
Oct. 3-Nov. 13 - Outline event requirements, contract with local vendors Nov. 13 - Dec 5 - Recruit volunteers, social media campaign and local outreach Dec 5-6 - Set up and execution of a successful community event Dec. 31, 2015 - Final project report to City of Saint Helena.

By following this timeline, we will ensure that each event is well-organized and impactful. This funding will provide the necessary support to successfully host these events without placing additional financial strain on the park, which already operates with limited funding. Through enhanced programming and increased attendance, this project will contribute to a stronger, more engaged community and set the foundation for these events to continue beyond the grant period and be self-sustaining in the future.

ATTACHMENT 9
Agenda Item #13.2.

Page 401 of 604 ends

Describe who will benefit from this Project and estimate how many people your proposal may impact.* This project will benefit a wide range of individuals, including local families, students, educators, history enthusiasts, and visitors to Saint Helena. By offering free admission to these events, we will remove financial barriers and ensure that all members of the community, regardless of income level, can participate. Families will have the opportunity to engage in hands-on historical activities, enjoy local food vendors, and explore the park's trails, fostering a deeper connection to local history and outdoor recreation.

Students and educators will also benefit, as these events align with educational initiatives and provide interactive learning experiences outside the classroom. The events will highlight the rich history of the Bale Grist Mill, including the stories of early pioneers and the Wappo people, offering valuable cultural and historical insights. Additionally, the events will support local businesses by featuring vendors, artisans and food providers, further strengthening community connections.

We estimate that thee three events will collectively impact upwards of 800 people. By making them free and widely accessible, we expect to draw a larger and more diverse audience than in previous years. Furthermore, this increased awareness, and engagement will likely lead to greater long-term support for the mill.

Strengthening partnerships will local organizations and vendors will help establish these events as sustainable, self-supporting traditions, ensuring their continued success beyond the grant period.

Describe the community support for your project.*
We plan to engage with the Saint Helena Schools, the Saint Helena Boys and Girls Club, Up Valley, Napa Valley Vine Trail Coalition and Nimbus Arts to encourage participation. The Napa Valley State Parks Association will provide a grant of $10,000 to support the event and The Napa Open Space District will provide some staff support.

The Bale Grist Mill and the Napa Valley State Parks Association has received no funding from Napa County Government. Bale Grist Mill also does not receive any operating funds from the State or Federal government. The Park operates through money raised within Bale Grist Mill and Bothe-Napa State Parks through entrance fees and camping revenue, along with funding from the Napa Valley State Parks Assocation and some private grants.

Please describe how your application in your organization incorporates the principles of a diversity, equity and inclusion. If your organization does have a specific equity focus, it doesn't make you in eligible or less competitive.* These events are open to all. Entrance is free. Activities provided are free of charge including all supplies for crafts, cookies for decorating and other items depending on the event. Children under 12 are provided a free pancake breakfast and those older are charged a nominal fee. We participate in the free park pass with the loc al Saint Helena library, provide scholarships to our annual summer camp at Bothe-Napa State Park, provide free field trips for local schools and provide transportation funding for those schools without funds. Through additional outreach to local organizations, we expect an even larger reach. Our goal is to expand our programming and create additional support for these community event to enhance the parks to provide greater accessibility to all.

Attachment 1: Grant Budget*
BOTHE EVENTS BUDGET.pdf
Attachment 2: Proof of Nonprofit Status*
IRS TAX LETTER.pdf
Attachment 3: Current Year's Operation Budget & Prior Year Actuals* 2024 ACTUALS FINAL.pdf
Attachment 4: Listing of Grant Funding Received in the Last 12 Months (if applicable)
2024-25 GRANT FUNDING.pdf
Attachment 5: Partnership Letter(s) (if applicable)
Choose File No file chosen
ATTACHMENT 9
Agenda Item #13.2.

Page 402 of 604 ends

ATTACHMENT 9
Agenda Item #13.2.

Page 403 of 604 ends

ATTACHMENT 9
Agenda Item #13.2.

Page 404 of 604 ends

ATTACHMENT 9
Agenda Item #13.2.

Page 405 of 604 ends

ATTACHMENT 9
Agenda Item #13.2.

Page 406 of 604 ends

Print
Organization Name*
Nimbus Arts LLC
Please enter your organization name so we can match your application to your attachments.

Contact Person for Questions (Name/Title)*
Jamie Graff
Contact Person Phone Number*
7076951782
Contact Person Email Address*
[email protected]
Organization Phone Number*
7079635278
Organization Mailing Address*
649 Main st St Helan Ca 94574
Organization Physical Address*
649 Main st St Helan Ca 94574
Federal Tax ID Number and Status*
27-1503762
How Long Has Organization Served Community (Years & Months)* 20 years
Project Name*
Free Community Arts Programs
Requested Grant Amount*
$12,400
2025-2026 Nonprofit Community Enrichment Program Application for Requests $5,001 and Above - Submission #239 Date Submitted: 2/28/2025
ATTACHMENT 10
Agenda Item #13.2.

Page 407 of 604 ends

Do You Have Matching Funds?*
$7000
Please List Any Matching Funds and Sources
Total Project Cost*
$19,400
Describe how your Project ties to the City’s Goals, Mission/Vision or funding philosophy.* For 20 years, Nimbus Arts has served as an important and accessible resource for art education and activities for St. Helena residents and visitors. We continue to grow and embolden this pillar of our mission by delivering community art activities and programs at our studios, festivals, fairs, and local events every year. For years, Nimbus Arts has been fully responsive to requests for free and low-cost community art activities from the City of St. Helena and its various departments. This collaboration has resulted in dozens of high-quality art programs for many city-produced and supported events.

Nimbus Arts is a cherished art center and valuable community resource. Through our classes, camps, and workshops, Nimbus Arts, activates and educates people of all ages, backgrounds, and ability levels. We support and enable creativity and self-expression, making art accessible and available to all through free community art programs and scholarships and financial aid for fee-based programs. Our art programming encompasses a wide variety of styles and media, from painting and drawing to pottery and ceramics, glass and metal arts, and more. Nimbus Arts also provides income to working artists through wages as instructors and from commissions through the sale of artwork, enabling experienced and talented artists to both live and work in our community. Together, Nimbus Arts serves to connect, enliven, and elevate St. Helena - a vision shared with the city.

Increasingly, Nimbus Arts community programs have complemented and supported City of St. Helena goals and objectives of providing opportunities for engagement and enhancing quality of life. Our goal for this upcoming program cycle is to increase the number of community-serving art programs. We believe our art programs collectively elevate the quality of life of our community. 1.) St. Helena Harvest Festival:

Nimbus Arts will activate its mobile art studio, Nim+BUS, to support a free community artmaking activity at the St. Helena Harvest Festival. The program will provide all materials, instruction and resources necessary for up to 150 participants.

2.) St. Helena Día de los Muertos Community Celebration:

For sixteen years, Nimbus Arts has partnered with the UpValley Family Centers to produce a community celebration of art, music, food, dance and culture of our Mexican-American community. Thousands of residents and visitors of all ages and backgrounds have enjoyed this day-long event since its inaugural year in 2009.

An important part of the program is a school-based cross-curriculum art and culture program that combines group artmaking with cultural and/or science-based studies to create a traditional and themed Día de los Muertos altar.

3.) Teen Tuesday
Developed for middle and high school age students (12-18), Teen Tuesday is a FREE open studio artmaking and engagement program. Run each Tuesday while school is in session, the evenings feature art activities led by Nimbus artist-instructors, open access for self-directed artmaking, and social engagement opportunities. Healthy snacks are provided, and the program serves as a safe and creative gathering place for this cohort. Dozens of local teens participate in the program, building interpersonal connections with their peers while stimulating and expressing creativity. The proposed community art programs will be produced within the city of St. Helena and its residents will be the primary audience served. Teen Tuesday is coordinated with the St. Helena Public School schedule and its patronage is almost entirely comprised of district students. Nimbus Arts staff and artists reside locally, with roughly half living in St. Helena.

4.) St. Helena Holiday Event:

Nimbus Arts will activate its mobile art studio, Nim+BUS, to support a seasonal artmaking activity at the festival. The program will provide all materials and resources necessary for up to 150 participants to design and create a holiday season-themed decorative item, assisted, and guided by Nimbus teaching artists. The format and media will be selected to reflect them theme selected and directed by the St. Helena Recreation Department and will support a public art display if desired by the city.

Describe your Project including objectives and goals, and explain how you will meet these goals within the deadline of June 30, 2026. Please provide a timeline for your project.*

1.) St. Helena Harvest Festival: Fall 2025 date selected by the city, the proposed free community art program will be designed to host up to 150 patrons.

2.) Dia de los Muertos Community Celebration: The festival date will be decided in coordination with the Upvalley Family center, with various activities leading up to festival day. The festival serves 500 community members; the in-school cross curriculum program will serve approximately 60 middle and high school students and the free community artmaking activities at the Día de los Muertos event will be designed for up to 150 patrons.

3.) Teen Tuesday: Every Tuesday evening while St. Helena Public Schools are in session; free artmaking and open studio Teen Tuesday sessions typically host 20 teens each week.

4.) St. Helena Holiday Event: Mid-December 2025 date selected by the city; the proposed free community art program will be designed to host 150 patrons.

ATTACHMENT 10
Agenda Item #13.2.

Page 408 of 604 ends

Describe who will benefit from this Project and estimate how many people your proposal may impact.* Our proposal, if fully funded and activated, is forecast to directly activate and engage more than 1,300 people of all ages, backgrounds, and artistic abilities.

1.) Our participation target for the 2025 Día de los Muertos annual celebration is 500+.

2.) Our participation target for the weekly free Teen Tuesday open studio gatherings is 20 per week for the 30-week duration in 2025-26. The program is designed to benefit teens and young adults, aged 12-19.

3.) St. Helena Harvest Festival 2025: 150 community members, typically young people, and families, are forecast to participate.

4.) St. Helena Holiday Event 2025: 150 community members, typically young people, and families, are forecast to participate.

Describe the community support for your project.*
Nimbus Arts is a community directed and supported nonprofit organization dedicated to providing art activities and education to people of all ages and backgrounds across Napa County. Our mission is also to enable artists to live and work in our community. For nearly two decades, Nimbus Arts has been sustained and advanced through the support of individuals and businesses across the communities we serve.

Collaboration and support among other local organizations is diverse and robust. As the primary provider of art programs and activities for nearly two decades, Nimbus Arts is firmly established as a collaborator and partner with local organizations including the St. Helena Unified School District, Preschool for All, St. Helena Montessori School, UpValley Family Center, the Boys and Girls Club, the St. Helena Chamber of Commerce, St. Helena Hospital/Adventist Health, Mentis, St.

Helena Parks and Recreation Department, and more. The community art programs detailed in this request will engage these community organizations in various ways to promote program awareness and participation.

Napa County and Grant Funding
Funding from Napa County agencies in the past two years:
6/20/2023: Napa County Arts & Culture Grant Program, $2,500 This was an HR consultancy grant to bring our internal systems up to standard for our employees living and working in this community.
6/20/2023: Napa County Arts & Culture Grant Program, $27,500 This grant funded our very powerful Hundrends of Hand Stone Stack program in collaboration with Mentis Health and Teens connect providing from programs across our town of St Helena and County providing free art activities while raising awareness and advocacy for teen mental health programs offered for our youth in St Helena and Napa County 7/18/2024: Napa County Arts & Culture Grant Program, $2,500 his grant was to develop equity and diversity program plans to initiate through Nimbus Arts Programming for our community
7/18/2024: Napa County Arts & Culture Grant Program, $18,556 This grant is to upgrade our registration interface for our community to develop and more user friendly and efficient registration and communication experience Please describe how your application in your organization incorporates the principles of a diversity, equity and inclusion. If your organization does have a specific equity focus, it doesn't make you in eligible or less competitive.* Attached you will find our current Statement of Purpose and Racial Equity and Inclusion Statement. These Policies were adopted by the Nimbus Arts Board, February 4, 2021, renewed and augmented with the addition of a Racial Equity & Inclusion Committee, and have been in force with our organization from that date.

In January 2025, Nimbus Arts took a deeper dive into its Diversity, Equity and Inclusion practices in coordination with Emerging Arts Professionals of San Francisco.

Through a series of past and future workshops, Nimbus Arts staff and board members will develop and expand our Diversity, Equity and Inclusion Framework.

A clear example of our commitment to diversity, equity and inclusion is the Día de los Muertos Community Celebration we have produced for the past decade.

Included in this proposal for City of St. Helena grant funding, it is the largest multi-cultural event held in Upper Napa Valley.

One goal of our free programming is to provide access to art for all. By removing the monetary barrier of participation, our free programing increases inclusion in our community.
/Users/jamiegraff/Desktop/25:26 City of SH Grant /Nimbus Arts Racial Equity and Inclusion Policy.docx If your organization doesn’t have a specific equity focus – it doesn’t make you ineligible or less competitive. A lack of focus or experience with equity will not preclude you from receiving a grant, but we do ask you to think honestly and engage meaningfully about disparities that exist in your organization and in the community and how your work addresses those disparities. We recognize that not all organizations have had the same opportunities to learn about practicing and promoting equity and we know that diversity and inclusion will look different in different for each organization. We recognize that there isn’t a one-size-fits-all approach to integrating diversity, inclusion, and equity into an organization’s work. There are common challenges and opportunities but diversity, inclusion, and equity will mean different things to different organizations. We are committed to sharing our learning and supporting the learning of others, including providing opportunities for engagement within the community regarding social justice.

Attachment 1: Grant Budget*
Nimbus ArtsCity of St Helena Project Budget 2025-26.pdf.xlsx Attachment 2: Proof of Nonprofit Status*
image001.png
Attachment 3: Current Year's Operation Budget & Prior Year Actuals* grant budget.pdf
Attachment 4: Listing of Grant Funding Received in the Last 12 Months (if applicable)
Choose File No file chosen
ATTACHMENT 10
Agenda Item #13.2.

Page 409 of 604 ends

Attachment 5: Partnership Letter(s) (if applicable)
Choose File No file chosen
ATTACHMENT 10
Agenda Item #13.2.

Page 410 of 604 ends

Grant Amount
City of St Helena Grant Request $ 12,400
Match
Nimbus Arts Project Fundraising $ 2,500
Nimbus Arts Leadership Circle Donors- designated $ 3,000 Local-level grant(s) $ 1,500
TOTAL Matching Funds $ 7,000
TOTAL PROJECT FUNDING $ 19,400
St Helena Harvest Festival 2024: 150 patrons Artists/Staff Labor $ 2,500 Materials & Supplies $ 500
Equipment $ 150
TOTAL $ 3,150
St Helena Dia de los Muertos Community Celebration 2024: 260 patrons Artists/Staff Labor $ 4,800 Materials & Supplies $ 3,800
Equipment $ 450
TOTAL $ 9,050
Teen Tuesday: 600 patrons Artists/Staff Labor $ 3,800
Materials & Supplies $ 600
Equipment $ 300
TOTAL $ 4,700
St Helena Holiday Event 2024: 150 patrons Artists/Staff Labor $ 2,000 Materials & Supplies $ 500
Equipment
TOTAL $ 2,500
Community Project TOTAL: 1,360 patrons 19,400
Nimbus Arts: Art All Year for St. Helena
St. Helena Free Community Art Projects 2025-2026 Project Budget ATTACHMENT 10
Agenda Item #13.2.

Page 411 of 604 ends

ATTACHMENT 10
Agenda Item #13.2.

Page 412 of 604 ends

Statements of Activites
FY23 Actual, FY24 Actual, YTD FY25 Jan Actual, and FY25 Budget FY23 Actual FY24 Actual YTD FY25 Actual FY25 Budget
Jan 23 - Dec 23 Jan 24 - Dec 24 25-Jan Jan 25 - Dec 25
Income
Contributions & Support 360332 293008 2400 278681
In-Kind Contributions & Support -- -- -- --
Special Events 719492 729931 -- 860000
Program Revenue 322640 337001 17933 340609
Revenue from Investments 88292 203593 -- 250581
Total Income 1490756 1563533 20333 1729871
Expense
Salaries & Related Expenses 658185 803128 49534 903449
Artist Fees 141267 171118 6135 169721
Grants 60708 20540 -- 39500
Printing, Postage, & Supplies 87308 133760 11950 153101 Facility & Equipment Expenses 399057 335670 26471 316365 Event Productions 180891 233778 -- 181900
Transportation 13863 4959 2989 7159
Other Expenses 49565 78152 12273 74443
Total Expense 1590844 1781105 109352 1845637
Net Surplus/ (Deficit) (100088) (217572) (89018) (115767) ATTACHMENT 10
Agenda Item #13.2.

Page 413 of 604 ends

Print
Organization Name*
Our Town St Helena
Please enter your organization name so we can match your application to your attachments.

Contact Person for Questions (Name/Title)*
Jennifer La Liberte, Executive Director
Contact Person Phone Number*
(707) 812-9839
Contact Person Email Address*
[email protected]
Organization Phone Number*
(707) 302-5111
Organization Mailing Address*
PO Box 94
Organization Physical Address*
1250 Church Street, Suite D
Federal Tax ID Number and Status*
26-4247407
How Long Has Organization Served Community (Years & Months)* 16 years
Project Name*
Monument Sign: Pope Street Workforce Housing Project
Requested Grant Amount*
$7,500.00
2025-2026 Nonprofit Community Enrichment Program Application for Requests $5,001 and Above - Submission #237 Date Submitted: 2/27/2025
ATTACHMENT 11
Agenda Item #13.2.

Page 414 of 604 ends

Do You Have Matching Funds?*
Yes
Please List Any Matching Funds and Sources
The housing project has received over $4 million in private donations from multiple individuals and organizations (Jim & Stephanie Gamble; Roger Trinchero; E. Richard Jones Family Foundation; Clif Family Foundation; Annette and Doug Shafer; Julie and Pat Garvey; anonymous donors; Gasser Foundation; Community Projects; Total Project Cost*
$7,500 (estimate)
Describe how your Project ties to the City’s Goals, Mission/Vision or funding philosophy.* OTSH’s mission is to preserve and create quality housing that is affordable to vital members of the community. Housing is a fundamental requirement for human health and well-being and must be affordable to all segments of the community for that community to thrive. Our mission responds directly to the City’s funding philosophy to encourage inclusion, belonging and social justice. Also, in order for families to be safe and healthy, they need housing they can afford. They must have sufficient resources after housing costs to pay for nutritious food, education, recreation, and all the things that enable families and youth to thrive. Finally, by providing homes near people’s jobs, commutes are reduced resulting in fewer emissions that contribute to climate change. St. Helena’s workforce is predominantly commuting in from other areas due to lack of housing that is affordable. It is vital to increase the production of housing in and near our town so we can make a positive impact on climate change.

Describe your Project including objectives and goals, and explain how you will meet these goals within the deadline of June 30, 2026. Please provide a timeline for your project.*
The project will provide 9 new apartments with an existing house, all deed restricted at affordable rents for households earning very low, low and moderate incomes.

The monument sign will be a visible feature of the landscape. Project construction is in process and barring any unforeseen delays, will be completed in early 2026.

Describe who will benefit from this Project and estimate how many people your proposal may impact.* The homes will be available to workers and their families, seniors and other households earning very low, low and moderate incomes. The project can house up to 45 people.

Describe the community support for your project.*
When the project went through the design phase we conducted neighborhood and community outreach. It started as one project, located at 963 Pope, which was approved by the City Planning Commission in 2019. In 2021, we acquired the adjacent property and submitted a second project application for 951 Pope Street.

When the project went to Planning Commission for entitlements in 2024, there was no opposition and several letters of support were submitted.

If you have received funding from other Napa County government agencies in the past two years, provide level of funding and explain how the City of St Helena funding will specifically benefit St. Helena residents.
963 Pope Street received a $1 million loan from the City of St Helena's Affordable Housing Trust Fund in the form of permanent financing; and it also received a $200,000 loan from Napa County's Affordable Housing Trust Fund. The 951 project is being funded through private donations, however there is a slight funding gap and the City grant would help fund a component of the project (the monument sign and associated landscape and lighting) which will help close the funding gap. The projects when completed will look and function like one cohesive community with one monument sign naming the property (the name has not yet been disclosed publicly but will honor one of the key donors). The homes will be available to St Helena residents who are income qualified at affordable rents.

Attachment 1: Grant Budget*
Pope Street Phase 1 and 2 costs and funding.xlsx
Attachment 2: Proof of Nonprofit Status*
Articles of Incorporation Amended.pdf
ATTACHMENT 11
Agenda Item #13.2.

Page 415 of 604 ends

Attachment 3: Current Year's Operation Budget & Prior Year Actuals* 2025_Operating Budget.docx
Attachment 4: Listing of Grant Funding Received in the Last 12 Months (if applicable)
OTSH Grants 2022-24.xlsx
Attachment 5: Partnership Letter(s) (if applicable)
Choose File No file chosen
ATTACHMENT 11
Agenda Item #13.2.

Page 416 of 604 ends

963 Pope Street % of TDC 951 Pope Street % of TDC Combined % of TDC

PROJECT COSTS
Soft (detail below) $ 1,368,615 27% $ 883,516 18% $ 2,252,131 22% Hard (Construction) $ 2,802,500 56% $ 3,201,501 63% $ 6,004,001 60% Subtotal Development Cost $ 4,171,115 $ 4,085,017 $ 8,256,132 Land $ 859,432 17% $ 962,292 19% $ 1,821,724 18%
Total Development Cost (TDC) $ 5,030,547 $ 5,047,309 $ 10,077,856

PER NEW UNIT
Total Dev Cost $ 1,257,637 $ 1,009,462 $ 1,119,762
Construction Cost $ 700,625 $ 640,300 $ 667,111
Construction and Soft Cost (no land) $ 1,042,779 $ 817,003 $ 917,348

FUNDING SOURCES SECURED
Max conventional loan (Poppy Bank) $ 599,099 12% $ -
HOME (federal) $ 1,011,976 20% $ -
City $ 1,000,000 20% $ -
County $ 200,000 4% $ -
Capital Magnet $ 250,000 5% $ -
Local Grants / Donations $ 1,857,068 37% $ 4,064,803
Permit Fee Waivers or Paid by City $ 92,404 2% $ 65,048 Deferred Dev Fee (NVCH) $ 20,000 0% $ -
SUBTOTAL $ 5,030,547 $ 4,129,851 $ 9,160,398
Donor pledges not yet received $ 600,000 $ 600,000
TOTAL $ 5,030,547 $ 4,729,851 $ 9,760,398
GAP $ - $ 317,458
Estimated Soft Costs
Architectural fees $ 135,000 $ 189,562
Survey and engineering fees $ 72,540 $ 35,581
Financing costs (construction) $ 298,067 $ -
Financing costs (permanent) $ 20,937 $ -
Legal fees $ 40,000 $ 12,140
Operating Reserves $ 36,210 $ 30,000
Construction contingency (6%) $ 178,547 $ 152,575
Other (monitoring, studies, audit, construction management, insurance, etc) $ 417,314 $ 232,004 Developer fee & overhead (4% of TDC) $ 170,000 $ 231,654 $ 1,368,615 $ 883,516
Per Unit Combined

POPE STREET WORKFORCE HOUSING PROJECT
1/14/2025 (Phase 1) and 11/11/24 (Phase 2)
Phase 1 Phase 2 Total Project
ATTACHMENT 11
Agenda Item #13.2.

Page 417 of 604 ends

ATTACHMENT 11
Agenda Item #13.2.

Page 418 of 604 ends

ATTACHMENT 11
Agenda Item #13.2.

Page 419 of 604 ends

ATTACHMENT 11
Agenda Item #13.2.

Page 420 of 604 ends

ATTACHMENT 11
Agenda Item #13.2.

Page 421 of 604 ends

ATTACHMENT 11
Agenda Item #13.2.

Page 422 of 604 ends

Grantor Purpose Amount Award Date Report due date Report status Notes 2022 Operational Support (Unrestricted)
Mechanics Bank Operational support $ 7,500 5/24/2022 n/a n/a The Carpy Family Foundation Operational support $ 10,000 6/14/2022 6/30/2023 submitted 2/16/23 NVCF (Joseph Phelps Vineyard Fund) Operational support $ 15,000 12/14/2022 9/30/2023 submitted 9/7/23 Silicon Valley Bank Operational support $ 10,000 10/15/2022 n/a n/a Silicon Valley Community Foundation Operational support $ 13,500 11/15/2022 n/a n/a Subtotal $ 56,000
2022 Projects (Restricted)
City of St Helena 951 Pope St. predevelopment $ 10,000 7/1/2022 6/30/2023 submitted 5/18/23 Community Projects, Inc. 951 Pope St. predevelopment $ 5,000 3/10/2022 n/a n/a Wells Fargo 963 Pope St. predevelopment $ 30,000 7/25/2022 n/a n/a Subtotal $ 45,000
Total 2022 Grant Support $ 101,000
2023 Operational Support (Unrestricted)
The Carpy Family Foundation Operational Support $ 10,000 6/22/2023 6/30/2024 Clif Family Foundation Operational support $ 15,000 9/1/2023 3/31/2024 Mechanics Bank Operational Support $ 7,500 10/13/2023 n/a Subtotal $ 32,500
2023 Projects (Restricted)
Peter and Christy Palmisano Fountain Street modular design study $ 50,000 1/4/2023 1/4/2024 completed $47,016.25 to Burbank Gasser Foundation 963 Pope St. construction $ 100,000 11/21/2023 Silicon Valley Bank 963 Pope Street construction (match) $ 10,000 12/26/2023 Subtotal $ 160,000
Total 2023 Grant Support $ 192,500
2024 Operational Support (Unrestricted)
Gasser Foundation Operational Support $ 25,000 5/2/2024 Carpy Family Foundation Operational Support $ 10,000 6/6/2024 Mechanics Bank Operational Support $ 7,500 Pending
Distinguished Vineyards & Wine Partners (Markham Operational Support $ 1,000 8/27/2024 Subtotal $ 43,500
2024 Projects (Restricted)
Napa Community Projects 963 Pope St. match $ 25,000 2/6/2024 OUR TOWN ST HELENA GRANTS 2022-24
ATTACHMENT 11
Agenda Item #13.2.

Page 423 of 604 ends

Print
Organization Name*
St. Helena Choral Society
Please enter your organization name so we can match your application to your attachments.

Contact Person for Questions (Name/Title)*
Craig Bond
Contact Person Phone Number*
707-963-7712
Contact Person Email Address*
[email protected]
Organization Phone Number*
707-963-7712
Organization Mailing Address*
PO Box 164, St. Helena, CA 94574
Organization Physical Address*
1165 Valley View, St. Helena, CA 94574
Federal Tax ID Number and Status*
26-0526007
How Long Has Organization Served Community (Years & Months)* 17 years
Project Name*
Children's/Teen Choir festival funding
Requested Grant Amount*
$13,100
2025-2026 Nonprofit Community Enrichment Program Application for Requests $5,001 and Above - Submission #232 Date Submitted: 2/26/2025
ATTACHMENT 12
Agenda Item #13.2.

Page 424 of 604 ends

Do You Have Matching Funds?*
NO
Please List Any Matching Funds and Sources
Total Project Cost*
$13,100
Describe how your Project ties to the City’s Goals, Mission/Vision or funding philosophy.* Led by Craig Bond, choral music has been at the heart of our city's cultural values for over 50 years. We have made it our mission to produce and celebrate choral music in St. Helena and around the entire Napa Valley by contributing to the artistic and cultural education for all ages with four outstanding choral programs.

Describe your Project including objectives and goals, and explain how you will meet these goals within the deadline of June 30, 2026. Please provide a timeline for your project.*
We seek funding for two specific youth choir outings to participate in the "Music in the Parks" festival program. We hope to bring our 35-voice children's choir to Vallejo for an all-day competition, and our 25-voice teen choir to a 3-day festival in Santa Cruz. Our choirs need funds for transportation, lodging, food, and related expenses. These festivals are instrumental to our students by providing the opportunity to both perform for adjudicators, and to be exposed to various choral groups of all sizes and skill levels from Northern California in an effort to broaden their skills. This fosters a sense of community within the choir members, and in turn makes it possible to offer the St. Helena community many superior choral productions.

Describe who will benefit from this Project and estimate how many people your proposal may impact.* These events will directly benefit the 60 local Napa Valley students who participate in these choirs and festivals. The goal is to teach the value of building community and learning to work together toward a common goal. Furthermore, these projects indirectly benefit the hundreds of community members who attend both performances and festivals alike.

Describe the community support for your project.*
The community of St. Helena has consistently supported the St. Helena Choral Society through ticket sales for countless performances. We have also sporadically received private donations. Craig Bond has been a beloved presence in St. Helena for more than 50 years - first as a teacher in the St. Helena schools, followed by his role as the creative director for the Choral Society. Community support for Craig and for choral music has been solidly demonstrated over the years.

NONE
Please describe how your application in your organization incorporates the principles of a diversity, equity and inclusion. If your organization does have a specific equity focus, it doesn't make you in eligible or less competitive.* The St. Helena Choral Society is a non-profit organization whose sole purpose is to bring music to the community from ages 9 to 90. We are committed to fostering artistic education for all, regardless of sex, race, or socioeconomic status. We believe that access to the arts should be universal, and we actively support this mission by offering scholarships and financial assistance to ensure that everyone, regardless of circumstances, has the opportunity to learn, create and grow.

Attachment 1: Grant Budget*
Sh Choral Teen-Children Event Budget 2025.xlsx
Attachment 2: Proof of Nonprofit Status*
IRS DETERMINATION StHelenaChoralSociety 2008.pdf
Attachment 3: Current Year's Operation Budget & Prior Year Actuals* Choral 2024 Budget (2) (1).xlsx
ATTACHMENT 12
Agenda Item #13.2.

Page 425 of 604 ends

Attachment 4: Listing of Grant Funding Received in the Last 12 Months (if applicable)
Choose File No file chosen
Attachment 5: Partnership Letter(s) (if applicable)
Choose File No file chosen
ATTACHMENT 12
Agenda Item #13.2.

Page 426 of 604 ends

Category Estimated Cost ($) Notes
Transportation - Van Rental $2,000.00 Two 15 passenger vans ($1000 each) Transportation - Gas $800.00
Hotels $4,000.00 $200/night x 2 nights
Sheet Music $500.00
Festival Costs - Teen $1,992.00 $83 per kid/24 kids
Festival cCosts - Children $2,485.00 $71 per kid/ 35 kids Rhythm Section Costs $600.00 $200 each/ 3 musicians
Uniform Costs $750.00 $12.50 per shirt/60 musicians
Total $13,127.00
ATTACHMENT 12
Agenda Item #13.2.

Page 427 of 604 ends

ATTACHMENT 12
Agenda Item #13.2.

Page 428 of 604 ends

ATTACHMENT 12
Agenda Item #13.2.

Page 429 of 604 ends

Jan - Dec 2024
Budget Jan - Dec 2023
Jan - Dec 2022
(PY)
Income
4010 Contributed Support
4012 Contributed - Donations 40,000.00 31,555.25 34,479.29 4015 Contribution - Grants 10,170.00
4016 Grant Income Less Expenses -850.00
Total 4010 Contributed Support $ 40,000.00 $ 31,555.25 $ 43,799.29 4020 Tuition - Enrichment Programs 40,000.00 37,804.74 22,890.00 4050 Program ticket sales 10,000.00 7,095.00 19,730.89
4199 Interest-savings/short-term inv 6.68 6.15
Total Income $ 90,000.00 $ 76,461.67 $ 86,426.33
Gross Profit $ 90,000.00 $ 76,461.67 $ 86,426.33
Expenses
6105 Bank charges 35.00 85.53 31.40
6110 Insurance 2,850.00 2,850.00 2,850.00
6120 Organizational (corp) expenses 100.00 50.00
6125 Postage, shipping, delivery 200.00 194.00 22.73
6130 Grants & Scholarship expense 550.00
6132 Charitable Contributions 150.00 4,850.00
6140 Advertising expenses 45.00
6205 Chorus Events 5,000.00 13,195.46 3,458.74
6210 Enrichment Program Expenses 176.05
6215 Music Festival Fees 2,500.00 2,854.00 2,490.00
6220 Site Fees/Rental 1,250.00 1,250.00 2,000.00
6225 Printing 3,000.00 2,751.06 4,499.35
6230 Sheet Music 500.00 560.69 2,139.21
6300 Payroll Expenses
6305 Director Salary expense 27,373.92 27,373.92 23,773.92 6310 Officer Salary expense 400.00 575.00 625.00
6315 Other Wage Expense 5,200.00 5,100.00 4,825.00
6320 Payroll Service 137.50 1,634.18
6325 Payroll taxes 2,800.00 2,864.86 2,556.81
Total 6300 Payroll Expenses $ 35,773.92 $ 36,051.28 $ 33,414.91 6500 Professional Fees
6505 Accounting 1,000.00 2,603.20 490.00
6525 Musicians 21,500.00 21,360.00 19,740.00
6535 Soloists 4,000.00 3,300.00 1,000.00
6545 Other 1,000.00 1,000.00 1,700.00
Total
St. Helena Choral Society
Profit and Loss
January - December 2023
ATTACHMENT 12
Agenda Item #13.2.

Page 430 of 604 ends

Total 6500 Professional Fees $ 27,500.00 $ 28,263.20 $ 22,930.00 6550 Purchases 4,357.25 4,357.25
6600 Supplies 100.00
6605 Food and Drinks 1,500.00 1,639.85 1,258.14
6615 Office Supplies 4,000.00 1,702.62 301.65
6620 T-Shirts 800.00 935.85 866.06
Total 6600 Supplies $ 6,300.00 $ 4,278.32 $ 2,525.85
Total Expenses $ 89,366.17 $ 96,890.79 $ 81,983.24
Net Operating Income $ 633.83 -$ 20,429.12 $ 4,443.09
Net Income $ 633.83 -$ 20,429.12 $ 4,443.09
ATTACHMENT 12
Agenda Item #13.2.

Page 431 of 604 ends

Print
Organization Name*
St. Helena Community Garden
Please enter your organization name so we can match your application to your attachments.

Contact Person for Questions (Name/Title)*
Susann Ortega, President
Contact Person Phone Number*
707 963-3539
Contact Person Email Address*
[email protected]
Organization Phone Number*
707 963-3539
Organization Mailing Address*
P.O. Box 1104, St. Helena, Ca 94574
Organization Physical Address*
Jacob Meily Park, Pope Street, St. Helena
Federal Tax ID Number and Status*
27 3038922 Non-Profit
How Long Has Organization Served Community (Years & Months)* 15 years
Project Name*
St. Helena Community Garden upgrade
Requested Grant Amount*
$3,000
2025-2026 Nonprofit Community Enrichment Program Application for Requests $5,000 and Under - Submission #236 Date Submitted: 2/27/2025
ATTACHMENT 13
Agenda Item #13.2.

Page 432 of 604 ends

Do You Have Matching Funds?*
No
Please List Any Matching Funds and Sources
N/A
Total Project Cost*
$3,500
Describe how your Project ties to the City’s Goals, Mission/Vision Statement, funding philosophy, and how your application and organization incorporates the principles of diversity, equity, and inclusion.*
Garden is open to all residents and includes scholarship gardens for low income families as well as ADA accessible beds for handicapped persons. Garden is environmentally sustainable and family-friendly. Excess produce is given to the food bank. Garden is situated on an unused part of the park, turning it into an attractive, productive space.

Describe your Project including objectives and goals, who and how many people will benefit, and explain how you will meet these goals within the deadline of June 30, 2026. Please provide a timeline for your Project.*
The goal is to keep the garden as attractive and productive as possible which benefits anyone walking through or utilized Jacob Meily Park. Contributing to the food bank benefits low income residents.

Please include a high-level description of the Project that you are requesting grant funding for. * The entire garden area and the area immediately outside of the garden will be cleaned up, weeded and weed cloth installed. Contaminated soil in one bed to be replaced (nematodes). Garden beds and irrigation will be updated.

Attachment 1: Grant Budget *
Budget.doc
Attachment 2: Proof of Nonprofit Status*
Proof non profit status.pdf
Attachment 3: Current Year's Operation Budget & Prior Year Actuals* Garden Finacials.pdf
Attachment 4: Listing of Grant Funding Received in the Last 12 Months (if applicable)
Choose File No file chosen
Attachment 5: Partnership Letter(s) (if applicable)
Choose File No file chosen
ATTACHMENT 13
Agenda Item #13.2.

Page 433 of 604 ends

Grant Budget
Exterior clean up $900
Framing 2 gardens $900
Wood chips $400
Irrigation $300
Dump run, weed cloth$350
New Soil $500
ATTACHMENT 13
Agenda Item #13.2.

Page 434 of 604 ends

ATTACHMENT 13
Agenda Item #13.2.

Page 435 of 604 ends

ATTACHMENT 13
Agenda Item #13.2.

Page 436 of 604 ends

ATTACHMENT 13
Agenda Item #13.2.

Page 437 of 604 ends

02112124
Accrual Basis
Saint Helena Community Garden, Inc.

Report of Operations
January through December 2023
Jan - Dec 23 Jan - Dec 22
Ordinary lncome/Expense
Income
Grant Funds (St. Helena)
Contributions / Organizations
Contributions / Individuals
Garden Rents
Total Income
Expense
Garden Expenses
Equip Rental and Maintenance
Garden Facilities & Supplies
Garden Sign
Irrigation system
Lighting
Pest Controls
Cleanup
Garden Borders
Plants
Soil Amendments
Total Garden Expenses
Operating Expenses
lnsurance - Liability
Legal Fees
Postage, Mailing Service
Supplies
Taxes, Fees and Licenses
Total Operating Expenses
Total Expense
Net Ordinary Income
Net lncome

2.460.00
200.00

0.00 r, r25.00
3,785.00

0.00 400.00
2,550.00
t,200.00
4,150.00
240.59
687.64
397.26
198.36

0.00 260.00
206.41
796.72
r 50.81
3 8.94
2,976.73
t )\) )1
t 30.00
291 .00
123.28

75.00 1,871 .55
4,848.28
( r,063.28)
( r ,063.28)

0.00 280.38

0.00 336.88
100.94

0.00 290.00

0.00 0.00

0.00 r,008.20
1,126.87
130.00
207.00

0.00 0.00
1,463.87
2,472.07
t,617 .93
1,617.93
Page l
ATTACHMENT 13
Agenda Item #13.2.

Page 438 of 604 ends

oJ)
C)
o o o o ooo o.
o o o o r_C..l $ r.)
oo @ oo @ \o.a \o
o\\o \o r)
\t $ $ t ooo ol
I
N(-NNN
r)r)r)rl
r)r)r)r)
o
OJ
o
ca
N
a
-3
o.i'i,)
'83€ c'FF
fo ie : .A I o
)/, Z
'- ':? E =
I € gbE ni e^
=
Uie- ,3, E : a
-.. )n I "^, ::
=^
Y : a
sJ
'- - =' i),
^AU E e. E =E+
6 = ^ a F
#{,'= E ? d i-= E E :I Eg = aB+ i s H i";;E : 5 E ;! ? E -l'- o lJ r ai2' ;
v
: -=5u 6 =
EE6
iEO F E = =Eu F s
'=52 E
= r =
o ,\ C0.= o 6 e.rt
- f <J F
lJ
- - a' o ::- o
l<
o)
()
a.l
(s o]
\J
r'a!O
O.) o]
tr =-'-o
CrA,
>.0)
C)9
cO
=)-o (rG(J
=otr
^A
-X
ca
z_+s
a
0)
a.l i
rr
-ti
=
;t^\o
tj<
ATTACHMENT 13
Agenda Item #13.2.

Page 439 of 604 ends

Ordinary Income/Expense
Income
Contributions / Organ izations
Garden Rents
Total Income
E,xpense
Garden Expenses
Equip Rental and Maintenance
Garden Facilities & Supplies
Irrigation system
Lighting
Pest Controls
Cleanup
Garden Borders
Plants
Soil Amendments
Total Garden Expenses
Operating Expenses
Insurance - Liability
Legal Fees
Postage, Mailing Service
Supplies
Taxes, Fees and Licenses
Total Operating Expenses
Total Expense
Net Ordinary Income
St. Helena Community Garden Budget
Jan - Dec 24
200
1,200
1,400
100
450
250
50 100
200
800
100
50 2,1 00
1,275
130
195
125
75 1,800
3,900
(2,500)
Page I of I
$
q
$
ATTACHMENT 13
Agenda Item #13.2.

Page 440 of 604 ends

Print
Organization Name*
St. Helena Cooperative Nursey School
Please enter your organization name so we can match your application to your attachments.

Contact Person for Questions (Name/Title)*
Christine Clark, Vice President
Contact Person Phone Number*
7079278377
Contact Person Email Address*
[email protected]
Organization Phone Number*
7079278377
Organization Mailing Address*
P.O. Box 493 Rutherford, CA 94573
Organization Physical Address*
1201 Niebaum Lane, Rutherford, CA 94573
Federal Tax ID Number and Status*
94-1639779, public charity
How Long Has Organization Served Community (Years & Months)* Founded in 1966, 59 years
Project Name*
St. Helena Cooperative Nursery School
Requested Grant Amount*
$10,000
2025-2026 Nonprofit Community Enrichment Program Application for Requests $5,001 and Above - Submission #228 Date Submitted: 2/24/2025
ATTACHMENT 14
Agenda Item #13.2.

Page 441 of 604 ends

Do You Have Matching Funds?*
no
Please List Any Matching Funds and Sources
Total Project Cost*
$15,000
Describe how your Project ties to the City’s Goals, Mission/Vision or funding philosophy.* The St. Helena Cooperative Nursery School is directly tied to the values of the city of St. Helena, providing a strong community foundation among our Co-op members. We are supported by the St. Helena Unified School District and serve many families of St. Helena. Our goal is to offer children an enriched and supportive introduction to their early years of school as they learn through a play-based curriculum.

Being a parent run, non-profit organization, the St. Helena Co-op Nursery School relies on parent involvement to remain economically sustainable. Through childdirected play we encourage mutual respect and open communication that allow the children to create their own lifelong relationships and feel a true sense of community. Our school is family-friendly as we realize that the first step into school must be successful and fun for both the child and his/her family. Twice a year parents attend the “Work Party” to prep the school at the start and end of each year. Active parent involvement not only allows parents to witness their child’s growth at school but also meet other parents in the community with like values.

We are committed to providing a safe and diverse community for our children. Families of all cultures, religions, races and ethnic backgrounds are welcome.

We work in collaboration with St. Helena Preschool for All (SHPFA), which provides preschool access for socioeconomic disadvantaged children in St. Helena. The Co-op was integral in the conception and development of the program. Our school piloted and funded SHPFA for the first few years of the program. The schoolhouse is a historical building built in 1888. Originally the Rutherford Grammar School, the building has served as a school for over 130 years. Today we are proud to maintain the infrastructure and charm of the original building. Over the years we have continued to upkeep the building and make improvements, such as install a new roof, paint, make repairs, and improve infrastructure in order to retain its historic, small-town character. Historical class photos from the old Rutherford Grammar School line the windows of St. Helena Co-op to remind us of those that came before us. Landscaping is maintained and trees are trimmed annually to beautify our natural environment.

We promote an environmentally sustainable community by utilizing solar power, environmentally safe products, and recycling. Paper scraps are often used as art projects, and “leftover” paints are put back into their jugs. When weighing decisions such as installing new insulation, the environmental impact of the product is taken into consideration.

The St. Helena Cooperative Nursery School shares a common goal with the City of St. Helena: “Support Thriving Families and Enhance the Safety, Well-Being, and Healthy Development of Our Youth”. The importance of childcare and early childhood development is of our utmost importance.

Describe your Project including objectives and goals, and explain how you will meet these goals within the deadline of June 30, 2026. Please provide a timeline for your project.*
Our objective is to continue operating the St. Helena Cooperative Nursery School, providing a safe learning environment where our kids can experience the joy of hands-on learning through play. The goal of this particular project this year is to continue to provide the repairs and maintenance of the school house safe for children, the parking lot, tree work and maintenance of the entire school area is in need of constant attention. In order to keep the aging school house safe we are always repairing and upgrading as needed and will use those funds by June 30, 2026 to ensure the Co-op is safe for the children Describe who will benefit from this Project and estimate how many people your proposal may impact.* The St. Helena Co-op Nursery school benefits the children and their families who are members of this cooperative.

Our local community benefits from the generosity of our Co-op community through a monthly food drive that impacts families throughout the valley. The teachers have creatively come up with a curriculum called Kindness Counts, which teaches generosity and compassion along with math, language, civic action and more.

Kids experience the act of giving and supporting their community. The St. Helena Co-op continues to be one of the largest donators to the St. Helena Food Pantry.

During harvest, kids collect health care items for the Napa Valley Farm Work Camp.

I estimate every child in our school will benefit and their families. Currently we have 35 students enrolled in our school.

Describe the community support for your project.*
As a cooperative, parent involvement is essential to keeping the school running on a day-to-day basis. We are very fortunate for our many neighbors, families, and alumni who support our program by donating money and volunteering their time. In addition, the Roger J. Trinchero Family Foundation has generously donated $25,000 with an offer to match another $25,000 in donations from the community. Our strong alumni support helps match this amount through our annual letter drive.

We hold an annual Community Dance at the Native Sons Hall supported by local food and wine vendors.

ATTACHMENT 14
Agenda Item #13.2.

Page 442 of 604 ends

In addition, the Roger J. Trinchero Family Foundation has generously donated $25,000 with an offer to match another $25,000 in donations from the community. Our strong alumni support helps match this amount through our annual letter drive. We hold an annual Community Dance at the Native Sons Hall supported by local food and wine vendors.

Please describe how your application in your organization incorporates the principles of a diversity, equity and inclusion. If your organization does have a specific equity focus, it doesn't make you in eligible or less competitive.* The Co-op is also proud to be connected to First Five Napa County and their Rainbow Action Network. The Rainbow Action Network (RAN) is a group of LGBTQ people and allies that aims to make the Napa Valley a welcoming and supportive place for LGBTQ families, community members and visitors. The Co-op reached out to RAN in order to receive a Rainbow Kit. These are LGBTQ and gender inclusive toolkits for preschools in Napa County. They provide LGBTQ inclusive books, toys, materials, lesson plans, and recommendations for inclusive classrooms/preschools. These tools were already available to children and families at the Co-op but the Rainbow Kit was a positive boost to the schools resources.

Attachment 1: Grant Budget*
Grant Budget for 2025.docx
Attachment 2: Proof of Nonprofit Status*
IRS.pdf
Attachment 3: Current Year's Operation Budget & Prior Year Actuals* Prior Year Actuals June 23- May 24.pdf
Attachment 4: Listing of Grant Funding Received in the Last 12 Months (if applicable)
Grant Funding Received 10_11.pdf
Attachment 5: Partnership Letter(s) (if applicable)
Current Year Operation Budget 24.pdf
ATTACHMENT 14
Agenda Item #13.2.

Page 443 of 604 ends

Grant Budget for 2025-2026 Non-Profit St. Helena Grant Funding $10,000-for school house repairs & ongoing maintenance of entire property (parking lot, trees, and school house).

ATTACHMENT 14
Agenda Item #13.2.

Page 444 of 604 ends

ATTACHMENT 14
Agenda Item #13.2.

Page 445 of 604 ends

St. Helena Cooperative Nursery School
Profit and Loss
June 2023 - May 2024
!"# $!"%" &'()!*+ ,-./0!/* 12+ 3435 46785 9& :&;<46744 1=3 TOTAL
Income
Fundraising & Promotion Income
Alumni Fund Income 17,475.00
Annual Fundraiser
Card Tear 5,796.32
Event Income 135.00
Raffle 4,733.28
Ticket Sales 19,246.26
Total Annual Fundraiser 29,910.86
Donations 95,402.31
T-Shirt Income 604.13
Total Fundraising & Promotion Income 143,392.30
Interest 9,096.25
Membership Income
Academic Year Registration 6,400.00
Penalty Fees 240.00
Summer Camp 18,100.00
Tuition 98,166.00
Work Party Fees 825.00
Total Membership Income 123,731.00
Sales -101.59
Unapplied Cash Payment Income 2,584.00
Total Income $278,701.96
GROSS PROFIT $278,701.96
Expenses
Dues and Subscriptions 100.00
Educational Expense
Adult Education 123.17
Continuing Education 564.00
Total Educational Expense 687.17
Facilities
Rent 1,800.00
Repairs and Maintenance 18,946.84
Summer Projects 6,395.00
Utilities 8,868.24
Total Facilities 36,010.08
Fees & Penalties
Banking 85.00
Credit Card 95.00
Total Fees & Penalties 180.00
ATTACHMENT 14
Agenda Item #13.2.

Page 446 of 604 ends

St. Helena Cooperative Nursery School
Profit and Loss
June 2023 - May 2024
!"# $!"%" &'()!*+ ,-./0!/* 12+ 3435 46785 9& :&;<46744 3=3 TOTAL
Fundraising & Promotion
Advertising and PR 260.00
Alumni Fund Expense 791.90
Annual Fundraiser Expense 4,348.07
Event - Concert 4,600.00
T-Shirt Expense 269.86
Total Fundraising & Promotion 10,269.83
Insurance
General Liability 2,484.00
Total Insurance 2,484.00
Labor
Employee SEP / IRA 11,796.12
Flexible Spending Employee -1,416.68
Payroll Service 2,594.25
Payroll Taxes 56,566.93
Wages 147,630.08
Worker's Comp Insurance 2,447.00
Total Labor 219,617.70
Licensing 242.00
Professional Services
Admin Assistance 475.00
Income Tax Prep 800.00
Total Professional Services 1,275.00
Supplies
Kitchen and Bath 901.82
Office 2,624.23
School 2,541.50
Toys and Equipment 650.23
Total Supplies 6,717.78
Uncategorized Expense 324.91
Total Expenses $277,908.47
NET OPERATING INCOME $793.49
NET INCOME $793.49
ATTACHMENT 14
Agenda Item #13.2.

Page 447 of 604 ends

INVOICE
St. Helena Cooperative Nursery
School
P.O. Box 943
Rutherford, CA 94573
[email protected]
(707)963-7212
http://www.sthelenacoop.org
Bill to
City of St. Helena- West
Ship to
City of St. Helena- West
Invoice details
Invoice no.: 6598
Terms: Due on receipt
Invoice date: 10/11/2024
Due date: 10/11/2024
# Date Product or service Description Qty Rate Amount

1. Donation 1 $7,000.00 $7,000.00
Total $7,000.00
Payment -$7,000.00
Balance due $0.00
Paid in Full
ATTACHMENT 14
Agenda Item #13.2.

Page 448 of 604 ends

St.Helena Co-op Final 2024/2025 Budget
Revenue
Tuition $ 115,155.00
Summer camp $ 10,000.00
Registration $ 2,700.00
Work Party Fees $ 1,200.00
Fundraiser (raffle, cardtear, dance, derby, Rutherford Dust) $ 35,000.00 T-Shirts & Totes $ 750.00
Interest $ 7,000.00
Alumni Fund $ 35,000.00
Jacobson Scholarship Fund $ 5,000.00
Donations $ 65,000.00
Total Revenue $ 276,805.00
Expenses
Licensing $ 350.00
Adult Education $ 200.00
Advertising & PR $ 1,000.00
Bankcard fees/Penalties $ 200.00
Continuing Education & First Aid for staff $ 700.00
Dues & Subscriptions $ 400.00
Employee SEP IRA $ 22,000.00
Medical Stipend $ 20,600.00
Fundraiser Expense & Event - Concert Expense $ 10,000.00 Alumni Fund Expenses $750
Gifts $ 250.00
Income Tax $100
Insurance General Liability $2,500
Insurance Workman's Comp. $ 3,000.00
Payroll $ 171,900.00
Payroll Service $ 3,500.00
Payroll Taxes $66,900
Rent $ 1,800.00
Repairs & Maint. $ 8,000.00
Summer Projects $ 8,000.00
Professional services (Income Tax Prep) $ 800.00
Admin Assistance $ 700.00
Bookkeeping Assistance $ 3,000.00
Supplies--Kitchen/Bath $ 600.00
Supplies--Office $ 3,000.00
Supplies--School $ 2,500.00
Toys & Equipment $ 1,000.00
T-Shirts $ 600.00
Utilities $ 9,000.00
Total Expense $ 343,350.00
Net Income $ (66,545.00)
ATTACHMENT 14
Agenda Item #13.2.

Page 449 of 604 ends

Print
Organization Name*
St. Helena Farmers' Market
Please enter your organization name so we can match your application to your attachments.

Contact Person for Questions (Name/Title)*
Ed Smith, Market Manager
Contact Person Phone Number*
(707) 486-2099
Contact Person Email Address*
[email protected]
Organization Phone Number*
(707) 912-7401
Organization Mailing Address*
P.O. Box 70, St. Helena, CA 94574
Organization Physical Address*
360 S. Crane Ave, St. Helena, CA 94574
Federal Tax ID Number and Status*
Federal Tax ID# 35-2367794 : 501(c)(3)
How Long Has Organization Served Community (Years & Months)* 39 years
Project Name*
SHFM Market Match
Requested Grant Amount*
$15,750
2025-2026 Nonprofit Community Enrichment Program Application for Requests $5,001 and Above - Submission #235 Date Submitted: 2/27/2025
ATTACHMENT 15
Agenda Item #13.2.

Page 450 of 604 ends

Do You Have Matching Funds?*
No.

Please List Any Matching Funds and Sources
Total Project Cost*
$15,750
Describe how your Project ties to the City’s Goals, Mission/Vision or funding philosophy.* With the 39th season of the St. Helena Farmers’ Market (SHFM) ahead, we look forward to continuing to directly serve our community by providing fresh and nutritious foods, being a direct community platform for our local farmers, non-profit organizations and small businesses, and by providing free access to an array of educational programing for all ages. SHFM Market Match program is an essential community program that bolsters access to healthy foods to low-income residents, provides comprehensive inclusion on a regular basis in a community venue, and allows greater access to our nonprofit community educational programing. SHFM Market Match is much more than a social service offering to qualified recipients. It is a direct line of access to community resources from healthy food, education for both youth and adults, arts, environmental stewardship, emergency services, medical resources and screening to our community at large. Food insecurity is a real and present challenge in our community. Quiet and insidious as food insecurity may be, it does not discriminate, it impacts every segment of our community, regardless of ethnicity, age or employment status. The SHFM Market Match is a program that, by its very operation, supports family health and wellbeing. It is for these reasons the SHFM Market Match program is an essential community service focused on the health of the St. Helena community, the impact of which is in direct correlation to the funds received by way of this grant.

Describe your Project including objectives and goals, and explain how you will meet these goals within the deadline of June 30, 2026. Please provide a timeline for your project.*
The objective of the SHFM Market Match is to provide supplemental assistance to low-income residents by providing them with direct access to nutritional foods from our vendors. The goal of the program is to support public health, community inclusion and access to educational programing. SHFM Market Match program will continue to operate at the SHFM’s General Store where CalFresh/EBT transactions will be redeemed. Market Match grant funds provide CalFresh users with matched funds doubling their purchasing power of healthy foods available at the Market. In partnership with St. Helena Up-Valley Family Center (UVFC) SHFM will continue to directly reach low-income residents of St. Helena who are most in need and will benefit from the opportunity to sources and purchase healthy food and produce from our vendors. Recipients must establish income levels consistent with CalFresh income guidelines and residency in St. Helena, both of which are verified by St. Helena UVFC. Moreover, participants have access to our comprehensive free educational programing. Chef’s demos, lecture series, produce tastings, bilingual story time, children’s early educational programing, and art projects are all available on site. Our Market Educator provides weekly offerings for youth focused on nutrition, farming, nature and stewardship in our Market Classroom. Educators from the UVFC partner with us monthly to provide early childhood education programing in both Spanish and English directly to Market Match recipients on site. All these resources are provided to the community, free at no cost, through the SHFM. The SHFM Market Match provides more than just supplemental nutritional assistance, it provides the direct means for community inclusion and educational access. Grant funds will be distributed weekly to qualified recipients during our 2025 market season. Any remaining funds will be distributed in May and June of 2026 within the grant deadline.

Describe who will benefit from this Project and estimate how many people your proposal may impact.* The SHFM Market Match program is a critical service to our community providing equitable access to nutritious food and educational resources. According to recent data from Feeding America for Napa County: nearly 1 in 13 adults, and 1 in 10 children are food insecure. In other words, 7.9% of adults and 10% of children living in Napa County do not have access to sufficient, quality food to meet their basic needs. This program serves hundreds of low-income individuals and families throughout our season who span every demographic, but share one common need and that is regular, affordable access to healthy, nutritious foods and community resources. Each year participation and demand for the SHFM Market Match program has increased. Whether families with young children or seniors on fixed incomes, the SHFM Market Match supports the health and wellbeing of residents. Our 2024 season saw more Market Match utilization than any prior year. Increased demand in 2024 made for an especially challenging year without supplemental public funds to bridge the funding gam and address the clear need. Given overall economic constraints and the threat of reduced CalFresh funding, we anticipate a greater need in our 2025 season and expect to serve many more individuals and families than ever before. The secondary benefit to the program is that it provides regular access to our onsite educational programing and community resources.

The SHFM Market Match also serves to directly benefit our farmers and food purveyors, over 40 on a weekly basis. Providing better access to our Market for lowincome residents in turn provides additional sales revenue to our growers, farmers, and small business food vendors.

ATTACHMENT 15
Agenda Item #13.2.

Page 451 of 604 ends

Describe the community support for your project.*
The 2025 season of the St. Helena Farmers’ Market will mark 39 years of service to the community. The SHFM Market Match program builds both community inclusion and diversity by providing direct funds and resources to broad segments of our community, whether it be a combination of ethnicity, financial diversity, age or immigration status. This program bolsters the local food economy, further supports small business vendors, promotes farming and agricultural diversity, while directly supporting public health, education, and food security in our community. SHFM collaborates with multiple local organizations, St. Helena Up-Valley Family Center, Ole Health, Rianda House, St. Helena Unified School District, local churches, low-income housing facilities and local food pantries. SHFM looks to maximize this investment by providing immediate outreach to low-income residents and CalFresh beneficiaries by providing nutritional assistance and access to resources to the community at large.

Additional collaboration of the SHFM Market Match program is multifaceted. St. Helena Up-Valley Family Center partners with us to provide bilingual story time and early childhood education activities on a monthly basis. The SHFM Market Match program draws in the Ninos Activos group, often low-income families with young children, to regularly attend the Market. St. Helena Kiwanis sponsors educational outreach that allows the SHFM to provide educational services to the Ninos Activos group, focused on gardening and healthy foods. Support from the St. Helena Rotary allows SHFM Market Education program to distribute free early education activity kits and art projects to the community. Adventist Health regularly attends the Market, providing free health screenings, access to vaccinations, and other health resources from CPR training to disaster preparedness. Rianda House will regularly be on site providing community outreach and free programing to seniors.

The SHFM Market Match program is the essential link to draw broader segments of our community to the Market. This program not only provides low-income residents of St. Helena with immediate access to healthy foods and local produce on a more affordable basis but also provides direct access to educational and community resources.

No. SHFM has not received funding from any Napa County government agency. Unfortunately, due to the limitations of the SHFM budget, our population size, or other metrics, SHFM is in many cases disqualified from additional grant funding. This is why the grant funds received from the City of St. Helena are so critical.

Funding, by way of this grant, will directly benefit CalFresh/EBT recipients as well as low-income residents of St. Helena by providing immediate access to healthy nutritious foods, direct assistance for food insecurity and broadening access to community resources to more of our residents.

Please describe how your application in your organization incorporates the principles of a diversity, equity and inclusion. If your organization does have a specific equity focus, it doesn't make you in eligible or less competitive.* The SHFM Market Match Program is diversity, equity and inclusion realized and put into practice. This program puts funds directly in the hands of those who need them most urgently. By supporting and welcoming every facet of our community, regardless of income, ethnicity, or age, this program is directly impacting food insecurity, public health and provides broad community resources focused on wellness and education to all.

Attachment 1: Grant Budget*
SHFM MM Grant Budget request 2025.docx
Attachment 2: Proof of Nonprofit Status*
IRS Tax Exempt Letter.pdf
Attachment 3: Current Year's Operation Budget & Prior Year Actuals* SHFM 2025 Market 501c3 Budget.pdf
Attachment 4: Listing of Grant Funding Received in the Last 12 Months (if applicable)
Choose File No file chosen
Attachment 5: Partnership Letter(s) (if applicable)
UVFC Letter of Support to SHFM 2-23-25.pdf
ATTACHMENT 15
Agenda Item #13.2.

Page 452 of 604 ends

St. Helena Farmers’ Market 2025-2026 Grant Request
SHFM Market Match 2025-2026 Budget:
• Market Match Direct Dollars: CalFresh/qualified St. Helena residents:
$ 15,000.00
• Staff Hours Bookkeeping: $ 500.00
• Promotional Materials/Supplies/Translation $ 250.00
$ 15,750.00
ATTACHMENT 15
Agenda Item #13.2.

Page 453 of 604 ends

INTERNAL REVENUE SERVICE DEPARTMENT OF THE TREASURY
P.O. BOX, .2508
CINCINNATI, -OH 45201
Employer Identification Number:

Date: MAR 18 2010 35-2367794
DLN:
17053212322049
ST HELENA FARMERS MARKET Contact Person:

C/0 ED SMITH MARGARITA D BARRAGAN ID# 95118
PO BOX 70 Contact Telephone Number:

ST HELENA, CA 94574-0070 (877) 829-5500
Accounting Period Ending:

December 31 Public
Charity Status: 170(5) (1)
(A) (vi)
Effective Date of Exemption:

March 11, 2010
Contribution Deducibility:

Yes
Addendum Applies:

No
Dear Applicant:

We are pleased to Inform you that upon review of your application for tax exempt status we have determined that you are exempt from Federal Income tax under section 501(c)(3) of the Internal Revenue Code. Contributions to you are deductible under section 170 of the Code. You are also qualified to receive tax deductible bequests, devises, transfers or gifts under section 2055, 2106 or 2522 of the Code. Because this letter could help resolve any questions regarding your exempt status, you should keep it in your permanent records.

Organizations exempt under section 501 (c) (3) of the Code are further classified as either public charities or private foundations. We determined that you are a public charity under the Code section(s) listed in the heading of this letter.

Please see enclosed Publication 4221-PC, Compliance Guide for 501(c)(3) Public Charities, for some helpful information about your responsibilities as an exempt organization.

Letter 947 (DO/CG)
ATTACHMENT 15
Agenda Item #13.2.

Page 454 of 604 ends

St. Helena Farmers’ Market 501c3 2025 Budget
2025 Budget 2024 Actual

EDUCATION EXPENSES
Adults $ 300.00 $ .00
Kids $ 600.00 $ 494.02
Chef Table $ 500.00 $ 227.51
Eqpt/Market Classroom $ 1,000.00 $ .00
Payroll:

Wages $19,845.00 $ 7,500.25
Co. Exp $ 1,876.00 $ 837.29
Bonus $ .00 $ 1,000.00
Ins./Workers $ 1,786.00 $ 765.02
Subtotal $23,507.00 $ 10,102.56
Market Space & Service $ 15,000.00 $ 13,000.00
Accounting Fees $ 4,100.00 $ 4,177.50

OPERATIONS EXPENSES
Advertising $ 500.00 $ 537.25
D&O Insurance $ 825.00 $ 824.50
Liability Insurance $ 1,300.00 $ 1,247.68
Fees $ .00 $ 25.00
Miscellaneous $ .00 $ 4.32
Supplies $ 100.00 $ 22.15
Website $ 400.00 $ 470.33
Subtotal $ 3,125.00 $ 3,131.23

FUNDRAISING EXPENSES
Sponsorship expenses $ 310.00 $ .00
Supplies, printing $ 75.00 $ 78.01
Postage $ 90.00 $ 82.60
Paypal fees $ 365.00 $ 363.92
Subtotal $ 840.00 $ 524.53
Travel $ 0.00 $ 586.11
TOTAL EXPENSE BUDGET $48,972.00 $32,243.46
ATTACHMENT 15
Agenda Item #13.2.

Page 455 of 604 ends

Calistoga Center: 1500 Cedar Street, Calistoga, CA 94515 St. Helena Center: 1440 Spring Street, St. Helena, CA 94574 707) 965-5010
www.upvalleyfamilycenters.org
ATTACHMENT 15
Agenda Item #13.2.

Page 456 of 604 ends

Print
Organization Name*
St. Helena Historical Society
Please enter your organization name so we can match your application to your attachments.

Contact Person for Questions (Name/Title)*
Janet Peischel, Communications Director
Contact Person Phone Number*
5102921843
Contact Person Email Address*
[email protected]
Organization Phone Number*
5102921843
Organization Mailing Address*
P.O. Box 87, St. Helena, CA 94574
Organization Physical Address*
1255 Oak Ave.

Federal Tax ID Number and Status*
30-0087096
How Long Has Organization Served Community (Years & Months)* 23 years
Project Name*
SHHS: Walking Tour and Communications
Requested Grant Amount*
$2,448
2025-2026 Nonprofit Community Enrichment Program Application for Requests $5,000 and Under - Submission #221 Date Submitted: 2/19/2025
ATTACHMENT 16
Agenda Item #13.2.

Page 457 of 604 ends

Do You Have Matching Funds?*
No
Please List Any Matching Funds and Sources
None
Total Project Cost*
$2,448
Describe how your Project ties to the City’s Goals, Mission/Vision Statement, funding philosophy, and how your application and organization incorporates the principles of diversity, equity, and inclusion.*
The Napa Valley we know today is the result of mass migration that began in the mid-1800s. Fleeing poverty and oppression, people left their homelands in western and eastern Europe, in Spain, China, Mexico and Latin America to seek a better life. Part of our mission at the Historical Society is to showcase the rich diversity that has been fundamental to St. Helena’s development. It has had a profound influence on our food, architecture, commerce and recreation.

Describe your Project including objectives and goals, who and how many people will benefit, and explain how you will meet these goals within the deadline of June 30, 2026. Please provide a timeline for your Project.*
Goal: We are requesting equipment, software and signage that will enable us to work more efficiently, improve internal and external communication to elevate our profile in the community and grow our organization. We’ve also included several items that will help us generate revenue—a walking tour and email lookup software to help us reach potential new members and volunteers.

We are prepared to start using the grant funding immediately.

We’ve been in the Heritage Center now for three years. Thanks to the City’s nonprofit grants, we’ve been able to purchase chairs for our meeting room, a lectern and other equipment to improve the quality and safety of our programs and we’ve steadily increased attendance. We plan to host approximately 10 persons on each monthly walking tour (but can increase the frequency if demand warrants it) and we expect both residents and tourists to participate.

We hosted several successful fundraisers last year, and we look forward to producing these events again in 2025 and generating much-needed revenue. We have steadily grown our footprint over the last three years and we’re positioning ourselves to continue this growth.

Please include a high-level description of the Project that you are requesting grant funding for. *

1. Email lookup app. Recruit members, board members and volunteers. We added 110 new St. Helena residents to our end/year print mailing, so they received our tour brochure. These are people we think would be interested in St. Helena’s history and might enjoy getting involved in the organization. We need software to look up email addresses so we can add them to our regular email blast that goes out several times/month. Note that it’s easy to opt out of this communication, though we get a consistent 60% open rate for our blast. We’d like to recruit new members and increase the audience for our excellent programs.

2. We’re adding a Historic Center Walking Tour to our programs. The tours will be scheduled on a once/month basis from May-October, focusing on the historic commercial buildings on Main St. and the side streets.

There will be a $30 fee for this event. Research Director Mariam Hansen will oversee this project. Main St. gets noisy, so we will need a microphone for the leader and headsets for participants. We’ll promote the walking tour with both the Chamber and Rianda House, and we’d like to be able to offer these tours for summer 2025.

3. Create a brochure for the walking tour. Participants will need to see the historic buildings as they were in their original versions with brief descriptions.

4. Business license. We’ll be charging for the Walking Tour, so we’ll need a business license @ $300.

5. Signage for Heritage Center Museum Saturdays. We have two A-frame signs that we position on Adams and Spring Streets to help drive foot traffic to our museum. Unfortunately, these signs are so heavy and clumsy that when there is just one woman staffing the desk, they’re just too heavy to lift. We need lighter, more manageable signs that will both withstand stormy weather and still be manageable.

Thanks to the City’s nonprofit grants, we’ve been able to populate our Heritage Center with chairs that are safe and stable, a lectern, tents for our outdoor events and other equipment. These are all small items, but collectively, they’ve made a big difference to our organization and our position in the community.

We want to continue to be recognized for our professionalism and commitment to quality programs. We’re the keepers of St. Helena’s history.

Attachment 1: Grant Budget *
SHHS Grant Budget 2025 (1).pdf
ATTACHMENT 16
Agenda Item #13.2.

Page 458 of 604 ends

Attachment 2: Proof of Nonprofit Status*
SHHS Tax Determination Letter.pdf
Attachment 3: Current Year's Operation Budget & Prior Year Actuals* SHHS Budget-Actuals 2024-2025.pdf
Attachment 4: Listing of Grant Funding Received in the Last 12 Months (if applicable)
SHHS City Nonprofit Grant 2024 .pdf
Attachment 5: Partnership Letter(s) (if applicable)
Choose File No file chosen
ATTACHMENT 16
Agenda Item #13.2.

Page 459 of 604 ends

St. Helena Historical Society
City Nonprofit Grant Application 2025
Item Description Cost
Microphones Set of microphones for Walking Tour. 1 for
leader and mic's for participants,
EXMAX® EX-100 Wireless Tour Guide
System Microphone Earphone Headset for
Church Translation Walking Museum Tour
Courtroom Assitive Listening (1 Transmitter
15 Receivers 16-Ports USB Charger Base)
$298
Brochure for Walking Tour Create and print brochure with brief description of each building on the tour and
a picture of it in its original state
$950
Email Lookup application, Voila Norbert Look up email addresses of those on our mailing list
$600
Business license for Walking Tour $300
Signage for Heritage Center Saturdays $300
$2,448
ATTACHMENT 16
Agenda Item #13.2.

Page 460 of 604 ends

ATTACHMENT 16
Agenda Item #13.2.

Page 461 of 604 ends

ATTACHMENT 16
Agenda Item #13.2.

Page 462 of 604 ends

ATTACHMENT 16
Agenda Item #13.2.

Page 463 of 604 ends

ATTACHMENT 16
Agenda Item #13.2.

Page 464 of 604 ends

ATTACHMENT 16
Agenda Item #13.2.

Page 465 of 604 ends

1 St. Helena Historical Society | Heritage Center Museum | 1255 Oak Ave. | St. Helena | February 2025 February 2025
Grant funding received in the last 12 months
For the 2024 City nonprofit grant we asked for $5300 and were awarded $5500. The project was to digitize our logbooks. We scanned nearly 600 historic photographs of the St. Helena area, creating jpg files. We will upload these files to a special section of our website that will be made accessible to the public to download these photos for a fee.

We will promote this new service throughout our membership and community. Historic photos are in demand for students and others who are doing research for their schools but also for those who are researching their family histories.

We estimate that the project will be completed by June 30. Part of our mission is preserving history. Digitizing images of our community—its people, architecture, bridges and activities--will help ensure that our history will be preserved.

ATTACHMENT 16
Agenda Item #13.2.

Page 466 of 604 ends

Print
Organization Name*
St. Helena Hospital (DBA Adventist Health St. Helena)
Please enter your organization name so we can match your application to your attachments.

Contact Person for Questions (Name/Title)*
Danielle Vienna Gonzalez / Regional Grants Director
Contact Person Phone Number*
818-751-9078
Contact Person Email Address*
[email protected]
Organization Phone Number*
707-967-5817
Organization Mailing Address*
10 Woodland Rd, St. Helena, CA, 94574
Organization Physical Address*
10 Woodland Rd, St. Helena, CA, 94574
Federal Tax ID Number and Status*
94-1279779
How Long Has Organization Served Community (Years & Months)* 148 years. St. Helena Hospital was established in 1878 as the Rural Health Retreat. After the turn of the century, St. Helena Hospital became a full-service community facility.

Project Name*
Dental & Vision Equity Clinics
Requested Grant Amount*
$20,000
2025-2026 Nonprofit Community Enrichment Program Application for Requests $5,001 and Above - Submission #242 Date Submitted: 2/28/2025
ATTACHMENT 17
Agenda Item #13.2.

Page 467 of 604 ends

Do You Have Matching Funds?*
Yes
Please List Any Matching Funds and Sources
Total match is $40,000. The Northern California Conference is providing $20,000 in matching funds to operate the clinics.

Adventist Health St. Helena is providing $20,000 in-kind to staff the clinics.

Total Project Cost*
$60,000 to operate 4 clinics.

Describe how your Project ties to the City’s Goals, Mission/Vision or funding philosophy.* This project aligns with St. Helena's mission to foster a healthy, equitable, and thriving community by addressing critical health disparities among underserved populations. By providing free dental and vision clinics, the program supports the City’s goal of promoting health equity and enhancing the well-being of all residents, particularly farmworkers and Indigenous language speakers who are often marginalized.

Describe your Project including objectives and goals, and explain how you will meet these goals within the deadline of June 30, 2026. Please provide a timeline for your project.*
The St. Helena Dental and Vision Health Equity Clinics will provide essential dental and vision care to underserved Indigenous communities, particularly Mixtecospeaking populations, by offering culturally inclusive services. Our goal is to enhance health outcomes by delivering free preventive care, distributing prescription glasses, and providing culturally tailored health education. By June 30, 2026, we aim to serve at least 500 residents, train 10 healthcare providers and volunteers in cultural competency, and distribute over 80 pairs of glasses annually. To meet this deadline, we will follow a structured timeline: from early 2025, we will establish partnerships and train interpreters and cultural liaisons to ensure a seamless launch. In the second half of 2025, we will host two clinics, collect feedback, and refine our processes. In early 2026, we will conduct two additional clinics, analyze program impact, and submit a comprehensive report. Through this approach, we will ensure that our clinics are well-executed, impactful, and sustainable.

Describe who will benefit from this Project and estimate how many people your proposal may impact.* This project will primarily benefit underserved residents of St. Helena, including farmworkers and Indigenous language speakers. The project will directly benefit at least 400 individuals by enhancing their access to dental and vision care while providing culturally and linguistically tailored health education to empower them in managing their well-being.

Describe the community support for your project.*
The project is strongly supported by the Adventist Health St. Helena Mobile Health Program and the Northern California Conference, providing both financial backing and high-quality healthcare services. Additionally, local Indigenous community leaders are actively engaged, committed to supporting outreach efforts and ensuring care is culturally appropriate and accessible to those who need it most.

In 2023 we received two grants from Napa County Health and Human Services: 1) $270,000 to support the Monthly Fresh Produce Distribution Senior Well-being Program and 2) $99,600 to operate a Napa County Mobile Health COVID-19 Outreach and Vaccine clinic. In 2024 we received $10,000 from the City of St. Helena to support our Women’s Mobile Healthcare Initiative.

Funding from the City of St. Helena will allow our successful mobile clinics to focus locally, ensuring that services are tailored specifically for St. Helena residents, with a priority on farmworkers and underserved Indigenous populations.

Please describe how your application in your organization incorporates the principles of a diversity, equity and inclusion. If your organization does have a specific equity focus, it doesn't make you in eligible or less competitive.* Our program is committed to diversity, equity, and inclusion by intentionally serving marginalized communities and addressing systemic healthcare barriers. We collaborate with Indigenous community leaders to ensure culturally relevant care and outreach, fostering trust and accessibility. By offering services in multiple languages we break down linguistic obstacles that often prevent individuals from seeking care. Additionally, we prioritize cultural competency training for healthcare providers and volunteers, equipping them with the knowledge and skills to deliver respectful, inclusive, and patient-centered care.

Attachment 1: Grant Budget*
AHSH-CSH CommEnrichProg-Grant Budget.pdf
ATTACHMENT 17
Agenda Item #13.2.

Page 468 of 604 ends

Attachment 2: Proof of Nonprofit Status*
AHSH-501c3.pdf
Attachment 3: Current Year's Operation Budget & Prior Year Actuals* AHSH-Mobile Health-Budget Actuals.pdf
Attachment 4: Listing of Grant Funding Received in the Last 12 Months (if applicable)
AHSH-Napa County Funding.pdf
Attachment 5: Partnership Letter(s) (if applicable)
Choose File No file chosen
ATTACHMENT 17
Agenda Item #13.2.

Page 469 of 604 ends

Budget Narrative Adventist Health | Grants Department
Market
Grant
Grantor

PERSONNEL
Name, Title - Role & Responsibilities FTE YEAR 1: 2025 YEAR 2: 2026 YEAR 3 Total Budget $ - $ - $ -
$ - $ - $ - $ -
$ - $ - $ - $ -
$ - $ - $ - $ -
$ - $ - $ - $ -
$ - $ - $ - $ -
$ - $ - $ - $ -
$ - $ - $ - $ -
$ - $ - $ - $ -
$ - $ - $ - $ -
$ - $ - $ - $ -
$ - $ - $ - $ -
$ - $ - $ - $ -
$ - $ - $ - $ -
$ 10,000.00 $ 10,000.00 $ - $ 20,000.00
$ 10,000.00 $ 10,000.00 $ - $ 20,000.00
$ - $ - $ - $ -
$ - $ - $ - $ -
$ - $ - $ - $ -
$ - $ - $ -
$ - $ - $ -
$ - $ - $ -
$ 10,000.00 $ 10,000.00 $ - $ 20,000.00
$ -

TOTAL OTHER
Adventist Health St. Helena

TOTAL TRAVEL

TOTAL EQUIPMENT

TOTAL PERSONNEL
EQUIPMENT - Unit cost of $5,000 or more
Nonprofit Community Enrichment Grant Program
City of St. Helena
TRAVEL - Include logistical details and purpose for both local and long-distance travel. 15% Indirect Rate

TOTAL CONSTRUCTION
OTHER - Include costs that do not fit into other category. In some cases, rent, utilities and insurance mayfall under this category if the are not included in an approved indirect cost rate. Provide description of what grant funds will cover. Must clearly show role and purpose in achieving project goals.

Total Direct Charges (Sum of TOTAL Expenses)
CONTRACTORS - Name of Contractor, description of duties, and rate calculation.

Service provider contracts with Life & Health Network or Mission Minded Ministries to operate clinics at $5,000 per clinic. This includes dental services (cleanings, fillings, and extractions for $20 per patient for at least 100 individials = $2,000), vision services (prescription glasses at $10 per patient for at least 50 individuals = $500), and preventative health screenings ($25 per patient for at least 100 individuals = $2,500). $5,000 per clinic x 4 clinics = $20,000.

TOTAL CONTRACTUAL

CONSTRUCTION
SUPPLIES - Include equipment items that cost less than $5,000 each and other supplies FRINGE BENEFITS @36%

PERSONNEL SUB-TOTAL

TOTAL SUPPLIES
#[ADVENTISTHEALTH:INTERNAL]
ATTACHMENT 17
Agenda Item #13.2.

Page 470 of 604 ends

Budget Narrative Adventist Health | Grants Department
TOTAL GRANT BUDGET $ 10,000.00 $ 10,000.00 $ - $ 20,000.00 #[ADVENTISTHEALTH:INTERNAL]
ATTACHMENT 17
Agenda Item #13.2.

Page 471 of 604 ends

ATTACHMENT 17
Agenda Item #13.2.

Page 472 of 604 ends

Adventist Health St. Helena
Mobile Health Program - 2025 Budget
Operated by St. Helena Hospital Foundation
Program Director: 0.1 FTE $ 12,500.00
Nurse Practitioner (NP) : .25 FTE $ 45,000.00
Program Supervisor (RN): 1.0 FTE $ 156,062.00
Medical Assistant (MA): 1.0 FTE $ 50,100.00
Certified Medical Assistant (CMA): 1.0 FTE $ 56,804.00
Data and Administrative Support: .5 FTE $ 42,500.00
Benefits and Payroll Taxes @ 33 % $ 119,778.78
Total Personnel Costs $ 482,744.78
Equipment/Software $ 10,000.00
Printing/Copying $ 10,000.00
Mobile Van Fuel $ 10,000.00
Medical Supplies (Preventative Health Screenings- Kits ) $ 80,000.00 Medical Supplies (Vaccines- needle tips, alcohol preppads, banaids) $ 5,000.00 Vaccinations (COVID-19, RSV, Flu, Tdap) $ 100,000.00
Food Insecurity $ 45,480.00
Maintenance $ 10,000.00
Telephone and Internet $ 1,200.00
Total Operating Expenses $ 271,680.00
Program Supplies $ 10,000.00
Mileage $ 3,500.00
Total Direct Expenses $ 13,500.00
Total Expenses for 2025 $ 767,924.78
Personnel
Operating Expenses
Direct Program Expenses
# [ADVENTISTHEALTH:INTERNAL]
ATTACHMENT 17
Agenda Item #13.2.

Page 473 of 604 ends

Adventist Health St. Helena
Mobile Health Program - 2024 Actuals
Operated by St. Helena Hospital Foundation
Program Director: 0.1 FTE $ 12,500.00
Nurse Practitioner (NP) : .25 FTE $ 45,000.00
Program Supervisor (RN): 1.0 FTE $ 148,470.00
Medical Assistant (MA): 1.0 FTE $ 50,100.00
Certified Medical Assistant (CMA): 1.0 FTE $ 55,120.00
Data and Administrative Support: .5 FTE $ 42,500.00
Benefits and Payroll Taxes @ 33 % $ 120,186.00
Total Personnel Costs $ 473,876.00
Equipment/Software $ 10,000.00
Printing/Copying $ 10,000.00
Mobile Van Fuel $ 10,000.00
Medical Supplies (Preventative Health Screenings) $ 177,500.00 Vaccinations (COVID-19, RSV, Flu, Tdap) $ 100,000.00
Maintenance $ 10,000.00
Telephone and Internet $ 1,200.00
Total Operating Expenses $ 318,700.00
Program Supplies $ 10,000.00
Mileage $ 3,500.00
Total Direct Expenses $ 13,500.00
Total Expenses for 2025 $ 806,076.00
Direct Program Expenses
Personnel
Operating Expenses
# [ADVENTISTHEALTH:INTERNAL]
ATTACHMENT 17
Agenda Item #13.2.

Page 474 of 604 ends

Adventist Health St. Helena
Grant funding received from Napa County government agencies in the past two years:

Grantor Grant Program Award Grant Start Grant End
City of St. Helena Women’s Mobile Health Healthcare
Initiative
$10,000 7/1/2024 6/30/2025
Napa County Health &
Human Services
Napa County MSA Senior Well-being
Program
$270,000 7/1/2023 7/1/2026
Napa County Health &
Human Services
Napa County Mobile Health COVID-19
Outreach & Vaccine Administration
$99,600 12/1/2023 5/31/2024
ATTACHMENT 17
Agenda Item #13.2.

Page 475 of 604 ends

Print
Organization Name*
St. Helena Little League
Please enter your organization name so we can match your application to your attachments.

Contact Person for Questions (Name/Title)*
Aime Dunstan, Fundraising
Contact Person Phone Number*
707-332-2897
Contact Person Email Address*
[email protected]
Organization Phone Number*
707-332-2897
Organization Mailing Address*
PO Box 241, St. Helena, CA. 94574
Organization Physical Address*
360 S. Crane Avenue, St. Helena, CA. 94574
Federal Tax ID Number and Status*
94 - 6126932 Tax-exempt under Internal Revenue Code (IRC) Section 501(c) ( 3 ) How Long Has Organization Served Community (Years & Months)* 59 years
Project Name*
Player Scholarships and All-Star Uniforms
Requested Grant Amount*
22,000
2025-2026 Nonprofit Community Enrichment Program Application for Requests $5,001 and Above - Submission #241 Date Submitted: 2/28/2025
ATTACHMENT 18
Agenda Item #13.2.

Page 476 of 604 ends

Do You Have Matching Funds?*
No
Please List Any Matching Funds and Sources
Total Project Cost*
32,000
Describe how your Project ties to the City’s Goals, Mission/Vision or funding philosophy.* It is the policy of St. Helena Little League that no player should be turned away from participation if they are unable to pay. Each year, nearly 50 players join us at no cost to their families, yet the league incurs overhead for equipment and uniforms, field maintenance and training.

Each year following our regular season, the league’s most committed players are selected to participate in divisional All-Star Tournaments. Please help us support our players by contributing toward the purchase of this year’s new All-Star uniforms! Describe your Project including objectives and goals, and explain how you will meet these goals within the deadline of June 30, 2026. Please provide a timeline for your project.*
Each year, we receive applications for scholarships for nearly 50 players. Registration fees range from $75-$375 per player to cover the cost of uniforms, equipment, facility maintenance and program administration. Registration for 2025 closes on March 15. Registration for 2026 will be open November 1, 2025 - March 15, 2026.

Funds granted for this purpose will reimburse the league for the expenses incurred for players on scholarship.

The All-Star season runs approximately May-July, following the regular season. Uniforms will be purchased in late April or early May of 2025, once players have been selected.

Describe who will benefit from this Project and estimate how many people your proposal may impact.* Scholarships will benefit approximately 50 players. The entire league (200 players and their families) will benefit from the inclusion of these players as they learn and grow together. Likewise, approximately 60-80 players will have the opportunity to rise to the level of All-Star in the post-season, gaining exposure to additional players and families on these newly formed teams and a higher level of playing and instruction in the post-season.

Describe the community support for your project.*
With more than 200 girls and boys aged 5-14, St. Helena Little League is one of the largest youth organizations in the upper Napa Valley. St. Helena Little League is well known a fiscally sound community organization supporting our community's youth. The league's primary funding is donated by local businesses and private citizens in our community.

Please describe how your application in your organization incorporates the principles of a diversity, equity and inclusion. If your organization does have a specific equity focus, it doesn't make you in eligible or less competitive.* Inclusion and opportunity have been cornerstones of Little League International since it was founded in 1939. Always striving to provide a positive experience for boys and girls around the world, Little League International provides guidance and support to local volunteers to ensure their leagues are a welcoming organization for all children in their communities.

The Little League motto is "Character, Courage & Loyalty," and in the nearly 60 years that St. Helena Little League has been a part of this community, the thousands of boys and girls who have participated have been imbued with these qualities.

Our program facilitates skill-building, leadership development, sportsmanship, teamwork, great fun and lifelong memories for players and volunteers from all backgrounds.

Attachment 1: Grant Budget*
SHLL Scholarship and All-Star Uniform Budget 2025.pdf
ATTACHMENT 18
Agenda Item #13.2.

Page 477 of 604 ends

Attachment 2: Proof of Nonprofit Status*
SHLL 501c3 letter.pdf
Attachment 3: Current Year's Operation Budget & Prior Year Actuals* Annual Budget.pdf
Attachment 4: Listing of Grant Funding Received in the Last 12 Months (if applicable)
St. Helena Grant Agreement - St. Helena Little League - signed.pdf Attachment 5: Partnership Letter(s) (if applicable)
Choose File No file chosen
ATTACHMENT 18
Agenda Item #13.2.

Page 478 of 604 ends

SHLL Uniform and Equipment Budget 2025.xlsx
St. Helena Little League
Scholarships and All-Star Uniform Budget
2025 Season
Player Scholarships $ 20,000
All Star Uniforms $ 12,000
Total $ 32,000
ATTACHMENT 18
Agenda Item #13.2.

Page 479 of 604 ends

ATTACHMENT 18
Agenda Item #13.2.

Page 480 of 604 ends

Firefox about:blank
1 of 1 2/28/25, 11:46 AM
ATTACHMENT 18
Agenda Item #13.2.

Page 481 of 604 ends

Print
Organization Name*
St. Helena Preschool For All
Please enter your organization name so we can match your application to your attachments.

Contact Person for Questions (Name/Title)*
Julio Olguin/Executive Director
Contact Person Phone Number*
707-363-6525
Contact Person Email Address*
[email protected]
Organization Phone Number*
7079672800
Organization Mailing Address*
465 Main Street, St. Helena, CA 94574
Organization Physical Address*
999 Adams Street, Suite 302, St. Helena, CA 94574
Federal Tax ID Number and Status*
#46-4214921
How Long Has Organization Served Community (Years & Months)* 15 years
Project Name*
St. Helena Preschool For All Scholarships
Requested Grant Amount*
$20,000.00
2025-2026 Nonprofit Community Enrichment Program Application for Requests $5,001 and Above - Submission #227 Date Submitted: 2/24/2025
ATTACHMENT 19
Agenda Item #13.2.

Page 482 of 604 ends

Do You Have Matching Funds?*
No
Please List Any Matching Funds and Sources
Total Project Cost*
$300,000-$400,000 depending on number of scholarships.

Describe how your Project ties to the City’s Goals, Mission/Vision or funding philosophy.* The St. Helena Preschool for All program directly supports the City of St. Helena’s vision of being a diverse, inclusive, and family-friendly community. By providing accessible and affordable preschool education, our program helps ensure that all children—regardless of their family's financial situation—have the opportunity to thrive. This aligns with the city's commitment to supporting thriving families and ensuring the health and well-being of youth.

In response to St. Helena’s high cost of living and housing challenges, our program plays a crucial role in helping families remain in the community. By reducing financial barriers to early childhood education, we allow parents to work or pursue educational opportunities while ensuring their children receive high-quality preschool experiences. This supports the city's goals of facilitating well-designed housing for residents of all income levels and ensuring long-term economic sustainability by enabling working families to stay and contribute to the local economy.

Additionally, our collaborative approach mirrors the city's emphasis on regional partnerships and cooperation. We work closely with local preschools, nonprofit organizations, and community stakeholders to maximize resources and enhance early childhood education services. This aligns with the city’s priority to strengthen regional collaboration and build partnerships with local service providers to create sustainable solutions for community needs.

By investing in early education, the St. Helena Preschool for All program preserves the city’s small-town character by fostering a strong sense of community among families, businesses, and service providers. Our work not only benefits young children but also strengthens St. Helena as a place where families can thrive, reinforcing the city’s commitment to equity, diversity, and inclusion for all residents.

Describe your Project including objectives and goals, and explain how you will meet these goals within the deadline of June 30, 2026. Please provide a timeline for your project.*
St. Helena Preschool for All (SHPFA) provides scholarships for underserved children in the St. Helena community, ages 3, to attend one of five participating preschools. Our program ensures that all children, regardless of financial background, have access to high-quality early education, setting the foundation for lifelong success.

To achieve this, SHPFA focuses on two core areas:

Direct service to families—increasing equitable access to preschool and fostering strong community engagement.

Fundraising and sustainability—ensuring the long-term financial health of the program through diversified funding sources.

By June 30, 2026, we will expand outreach, enhance community connections, and solidify financial sustainability to ensure we continue serving families in need.

Project Timeline and Objectives
Objective 1: Ensuring Equitable Access to Preschool
By June 2026, we will continue awarding scholarships to ensure no child is left behind due to financial constraints. Based on available funding, we will distribute scholarships starting July 1, 2025, in alignment with preschool enrollment cycles. We will also strengthen outreach efforts to reach more eligible families and connect them with resources.

Objective 2: Strengthening Community Engagement
We recognize that early education thrives in a strong community. By December 2025, we will expand initiatives that engage families, preschools, and community members through workshops, informational events, and collaborations with local organizations. These efforts will enhance parental involvement, promote awareness of early childhood education’s importance, and build a network of support for families.

Objective 3: Achieving Long-Term Financial Sustainability Sustained impact requires strong financial backing. By June 2026, we will: Expand our donor base through targeted individual and corporate giving campaigns.

Secure multi-year funding commitments from key stakeholders and foundations. Diversify revenue sources by increasing grant funding, community sponsorships, and fundraising partnerships. These strategies will ensure the program remains viable and can grow to meet community needs.

With these objectives guiding our efforts, SHPFA is confident in our ability to continue providing high-quality preschool access, strengthening community ties, and securing financial sustainability for years to come. We look forward to the City of St. Helena’s continued partnership in making early education accessible to all families.

ATTACHMENT 19
Agenda Item #13.2.

Page 483 of 604 ends

Describe who will benefit from this Project and estimate how many people your proposal may impact.* The St. Helena Preschool for All program is an investment in the future of our community, benefiting not just children and families but also the local economy and workforce. By ensuring that children from diverse economic and cultural backgrounds have access to early education, the program lays the foundation for their future success in school and beyond.

Direct Beneficiaries:

This initiative primarily supports preschool-aged children from low-income and working-class families who face financial barriers to early education. Many of these children come from immigrant households and English-language learner families, where early exposure to structured learning environments is especially critical for language development and school readiness.

At the same time, we are seeing a growing need among middle-income families, who, despite earning above the poverty threshold, struggle to afford the high cost of preschool in St. Helena. By providing financial support, the program ensures that working parents—winery employees, hospitality staff, agricultural workers, and restaurant employees—can continue contributing to the local economy without sacrificing their children’s early education opportunities.

Community-Wide Impact:

Beyond the families directly served, the benefits ripple throughout St. Helena:
• Stronger Workforce & Economic Stability: Access to preschool allows parents to remain in or re-enter the workforce, helping local businesses retain employees and fostering economic stability.
• School Readiness & Academic Success: Early childhood education is proven to enhance literacy, cognitive development, and social-emotional skills, reducing future gaps in achievement and need for intervention.
• Social Equity & Community Cohesion: By ensuring that children from all backgrounds have the same educational foundation, the program helps build a more inclusive, diverse, and thriving community.

Projected Reach for 2025-2026:

For the 2025-2026 school year, the program aims to enroll 18-25 children in partnering preschools in St. Helena. • A full-time scholarship costs $14,400 per child (5 days per week, 8-9 hours per day).

With the increasing cost of living in St. Helena, this program is a critical lifeline for families who want to remain in the community while providing their children with a strong educational start. By removing financial barriers, we are building a future where all children—regardless of their family's income—have the opportunity to learn, grow, and contribute to the fabric of St. Helena.

Describe the community support for your project.*
The St. Helena Preschool For All program thrives due to the strong and widespread support from various community partners, who recognize the critical role early childhood education plays in shaping the future of St. Helena’s children and families.

Our local preschool partners—Little Backpacks Preschool, Mila’s Preschool, St. Helena Cooperative Nursery School, Sun & Stars Montessori, and Wee Care Childcare—are at the heart of our mission. Their collaboration ensures that children receive high-quality early education in nurturing environments, preparing them for lifelong success. Additionally, Sun & Stars Montessori provides in-kind support through tuition discounts to our organization. Their generosity strengthens our ability to serve the community, allowing more children to benefit from a strong early learning foundation.

The program’s success is made possible through the generosity of local foundations, educational institutions, and community organizations. Since 2018, the Roger J. Trinchero Family Foundation has been a cornerstone supporter, providing critical funding that has allowed us to expand our reach. However, this funding sunset this past year, creating a significant gap that we are actively working to fill to ensure continued support for families in need. The St. Helena Unified School District remains a valued partner, offering facilities for parent education sessions, supporting scholarship funding, and reinforcing the importance of early learning.

Additionally, the Napa Valley Community Foundation has played a crucial role in sustaining and growing the program. As we navigate this transition, support from the City of St. Helena is more vital than ever in maintaining our commitment to accessible early childhood education for local families.

We also benefit from the strong engagement of service organizations, including the St. Helena Rotary Club and Soroptimist Club, whose financial and volunteer support further strengthens our ability to serve families.

A key partnership with UpValley Family Centers allows us to reach more families in need by providing referrals and facilitating specialized parent education for Spanish-speaking households, ensuring equitable access to vital resources. The ongoing, enthusiastic support from our community is not only a testament to the program’s impact but also a key factor in its continued success. Through these collaborative efforts, we are building a stronger foundation for the children of St.

Helena—one that ensures all families, regardless of financial background, have access to quality preschool education.

We have not received any other funding from other Napa County government agencies in the past two years. The City of St. Helena’s funding is essential in ensuring that local families continue to have access to quality preschool education. This support directly benefits St. Helena residents by providing scholarships for preschoolaged children from low-income families, allowing parents to work, pursue education, and achieve financial stability while ensuring their children are prepared for kindergarten and long-term academic success.

With the high cost of living in St. Helena, many working families struggle to afford early childhood education. The City’s funding enables us to bridge this gap, keeping families in the community and strengthening St. Helena’s future by investing in its youngest residents.

ATTACHMENT 19
Agenda Item #13.2.

Page 484 of 604 ends

Please describe how your application in your organization incorporates the principles of a diversity, equity and inclusion. If your organization does have a specific equity focus, it doesn't make you in eligible or less competitive.* The St. Helena Preschool For All (SHPFA) program aligns with the City of St. Helena’s commitment to advancing justice, equity, diversity, and inclusion by addressing systemic barriers to early childhood education. We believe that access to high-quality preschool is a fundamental step in ensuring equity for all children, particularly those from historically marginalized communities. SHPFA recognizes that racial and socioeconomic disparities in education have long-term impacts on children’s success. Our program directly addresses these inequities by providing scholarships to children from low-income families, many of whom are Englishlanguage learners, immigrants, or children of immigrants. Without this support, these children would be at a significant disadvantage when entering kindergarten, perpetuating educational and economic disparities.

The City of St. Helena has affirmed that systemic racism affects access to economic opportunity, housing, and education. Our work ensures that all children— regardless of race, language, or income level—have access to the same early learning opportunities as their more advantaged peers. By investing in early education, we are taking a proactive step in breaking cycles of inequity and fostering a more inclusive and thriving community. The City of St. Helena recognizes that systemic change requires sustained effort. SHPFA is committed to this long-term work by continuing to expand access to preschool education, advocating for equitable funding, and engaging families in our community. As the City takes steps to advance racial and social justice, SHPFA remains a critical partner in ensuring that the youngest members of our community have the foundation they need to succeed.

Attachment 1: Grant Budget*
City of St. Helena - 2025 Grant Application Financials .xlsx Attachment 2: Proof of Nonprofit Status*
IRS Determination letter.pdf
Attachment 3: Current Year's Operation Budget & Prior Year Actuals* City of St. Helena - 2025 Grant Application Financials .xlsx Attachment 4: Listing of Grant Funding Received in the Last 12 Months (if applicable)
City of St. Helena - 2025 Grant Application Financials .xlsx Attachment 5: Partnership Letter(s) (if applicable)
Choose File No file chosen
ATTACHMENT 19
Agenda Item #13.2.

Page 485 of 604 ends

St. Helena Preschool for All
City of St. Helena
2025 Grant Request
Current Year Prior Year
Approved Budget Profit & Loss Actual
Jul '24- Jun 25 Jul '23- Jun '24
Ordinary Income/Expense
Income
Community Donations 125,000.00 77,724.07
Corporate Donations 30,000.00 1,000.00
Grant Funding 80,000.00 208,000.00
Grant Funding - Restricted - 25,000.00
Parent Fundraising 3,000.00 3,000.00
Total Direct Public Support 238,000.00 314,724.07
Program Income
Parent Scholarship Contributions 5,000.00 3,000.00
SHUSD Contribution 30,000.00 30,000.00
CJUSD Contribution 15,000.00 15,000.00
HMUSD Contribution 7,000.00 6,500.00
Total Program Income 57,000.00 54,500.00
In-kind Preschool Scholarships:

Sun & Stars Montessori 20,975.00 0.00
Hearts & Hands Preschool 12,000.00 0.00
Total In-kind Preschool Scholarships: 32,975.00 0.00
Total Income 327,975.00 369,224.07
Expense
Business Expenses
Business License/Reg Fees 100.00 100.00
Bank Charges 50.00 1.37
Directors Expense 200.00 68.11
Office Supplies 100.00 23.30
Payroll Processing Fee 2,500.00 2,686.19
Postage 100.00 119.20
Computer Software 100.00 0.00
Website Domain 200.00 195.60
Website Host 300.00 284.05
Zoom Video Conterencing 200.00 191.88
Total Business Expenses 3,850.00 3,669.70
Contract Services
Accounting Fees 1,000.00 1,000.00
Consultant Services: 1,200.00 0.00
Strategic Planning Consultant - funded
with restricted grant 0.00 - 25,000.00
Legal Fees 600.00 0.00
Total Contract Services 2,800.00 26,000.00
Employee Expenses
Cash in lieu of Benefits 2,400.00 2,400.00
Cell Phone Reimbursement 1,200.00 1,200.00
Executive Director Salary 75,000.00 75,000.00
Mileage Reimbursement 300.00 217.80
Total Employee Expenses 78,900.00 78,817.80
Family & Summer Activites
Nimbus Arts Holiday Event 1,500.00 0.00
Summer Swim Lessons 1,000.00 0.00
Total Family & Summer Activites 2,500.00 0.00
Fundraising Expenses
Marketing 3,500.00 4,178.00
Postage, Mailing Service 300.00 0.00
Printing and Copying 500.00 0.00
Supplies 150.00 907.28
Total Fundraising Expenses 4,450.00 5,085.28
Insurance
Liability - Director & Officer 2,600.00 2,400.00
Workers Compensation 1,600.00 1,369.00
Total Insurance 4,200.00 3,769.00
Parent Education
Childcare Expense 200.00 0.00
Snacks 200.00 0.00
St. Helena Preschool for All Page 1
City of St. Helena
Grant Financials - 2025
ATTACHMENT 19
Agenda Item #13.2.

Page 486 of 604 ends

St. Helena Preschool for All
City of St. Helena
2025 Grant Request
Approved Budget Profit & Loss Actual
Jul '24- Jun 25 Jul '23- Jun '24
Supplies 200.00 0.00
Translation 500.00 0.00
Total Parent Education 1,100.00 0.00
Payroll Expenses
Federal & State Taxes 6,200.00 5,996.45
Total Payroll Expenses 6,200.00 5,996.45
Summer Scholarships
Summer Tuition 35,286.00 18,199.50
Total Summer Tuition 35,286.00 18,199.50
Registration Fees 3,000.00 2,900.00
Preschool Scholarships:

St. Helena Unified School District
Little Backpacks Preschool 53,244.00 41,284.00
Mila's Large Family Day Care 45,000.00 49,365.00
St. Helena Coop 0.00 3,825.00
Sun & Stars Montessori 28,800.00 55,473.50
Wee Care Childcare 7,488.00 2,201.50
Total SHUSD Scholarships 134,532.00 152,149.00
Calistoga Joint Unified School District
Hearts & Hands Preschool 14,580.00 18,765.00
Howell Mountain Elemenary School District
Discoveryland Preschool 9,675.00 26,290.00
Total CJUSD & HMUSD Scholarships 24,255.00 45,055.00
In-kind Preschool Scholarships:

Sun & Stars Montessori 20,975.00 0.00
Hearts & Hands Preschool 12,000.00 0.00
Total In-Kind Preschool Scholarships 32,975.00 0.00
Total - All Scholarships & Registration Fees 230,048.00 218,303.50 Student Scholarship Funds
Jaime Rubio Scholarship Fund 1,000.00 0.00
Total Student Scholarship Funds 1,000.00 0.00
Total Expense 335,048.00 341,641.73
Net Ordinary Income (Net Loss) $ (7,073.00) $ 27,582.34 St. Helena Preschool for All Page 2
City of St. Helena
Grant Financials - 2025
ATTACHMENT 19
Agenda Item #13.2.

Page 487 of 604 ends

ATTACHMENT 19
Agenda Item #13.2.

Page 488 of 604 ends

Print
Organization Name*
St. Vincent de Paul (SVdP) Ministry of the St. Helena Catholic Church (SHCC) Please enter your organization name so we can match your application to your attachments.

Contact Person for Questions (Name/Title)*
John Boyle, President
Contact Person Phone Number*
707-363-1923
Contact Person Email Address*
[email protected]
Organization Phone Number*
707-963-1228
Organization Mailing Address*
1255 Oak Avenue
Organization Physical Address*
St. Helena, CA
Federal Tax ID Number and Status*
IRS 501(c)(3) non-profit status, Federal ID #82-4046355. (Attachment 2) How Long Has Organization Served Community (Years & Months)* 25-30 years
Project Name*
Financial Assistance for Individuals and Families in the City of St. Helena, not limited to SHCC members.

Requested Grant Amount*
$20,000.00. (Attachent 1)
2025-2026 Nonprofit Community Enrichment Program Application for Requests $5,001 and Above - Submission #233 Date Submitted: 2/26/2025
ATTACHMENT 20
Agenda Item #13.2.

Page 489 of 604 ends

Do You Have Matching Funds?*
No
Please List Any Matching Funds and Sources
Total Project Cost*
Attachment 3 Has no overhead expenses; Budget and funds are managed separately from the SHCC parish; The grant budget remains separate from the operating budgets of the SVdP Ministry and SHCC.

Describe how your Project ties to the City’s Goals, Mission/Vision or funding philosophy.* *Contributes to family-friendly sustainability by helping those in need in St. Helena *Serves the diverse community irrespective of race, religion, gender, age, sexual orientation, or immigration status. *Retains the small-town character of a community church assisting local residents *Strengthens partnerships with private, non-profit, and public sectors including, but not limited to:
*Private donors and local businesses
*UpValley Family Center, local churches, St. Helena Community Pantry *Holiday Assistance Program (HAP), UpValley Family Center, St. Helena Montessori School, St. Helena Fire Department Toys for Tots, Salvation Army, Up Valley Women's Club
*Community Projects, Inc.--Napa
*Hands Across the Napa Valley
*Soroptimist International St. Helena
Describe your Project including objectives and goals, and explain how you will meet these goals within the deadline of June 30, 2026. Please provide a timeline for your project.*
Temporary, limited financial assistance so that a family facing a serious life hardship can bridge a gap. The financial assistance we provide falls into three main areas:

1. Regular ongoing assistance is provided: Monthly grocery gift cards ($50-100). Note: these are restricted from alcohol or tobacco product purchases.

2. Limited one-time partial rent assistance, utility bill payments, and other miscellaneous emergency expenses (car repairs, etc.)

3. Holiday Assistance Program (HAP)
Describe who will benefit from this Project and estimate how many people your proposal may impact.* St. Helena residents benefit from this program.

1. Monthly food cards are given to 150 households. In 2024, the monthly food card distribution was to 123 SH households.

We limited distribution to 10 months due to funds shortage.

2. For the HAP in December of 2024, we provided $50 food gift cards to 105 SH households that represented 369 individuals (Adults, teens, and children). We provided 77- $25 gift cards to seniors and teens. We expect similar or higher numbers for 2025.

Describe the community support for your project.*
We have formal and informal partnerships with other local non-profit organizations and public sector agencies. Our partners and their roles are as follows:
*UpValley Family Center
*Assistance with identification of families in need of emergency assistance and recipients of HAP *Coordination in planning and implementing the HAP
*St. Helena Food Pantry:
*SVdP routinely refers our clients the Pantry's supplies *One of our SVdP members is on the Board of Directors for the SH Food Pantry *Local churches:
*Parishioners of SHCC: Individual donations throughout the year with an in-pew collection in months in which there are five Sundays. An extra appeal is made at Christmas for the HAP. *Encounter Church in SH: monthly donations have been ongoing for the past several years *Other community agencies for the HAP are: The Salvation Army, SH Fire Department Toys for Tots, SH Montessori School, and Up Valley Women's Club.
*SHCC provides a no cost venue for our monthly food card distribution and also provides gym and freezer space for the organization and distribution of food, toys, and gift cards for the HAP. *Direct Mail Outreach: SVdP members personalize the annual end-of-year appeal letters seeking financial support from friends and neighbors in the community.
*Community Projects, Inc. (Napa), Hands Across the Valley, and Soroptimist International St. Helena provided financial assistance to purchase food gift cards.

ATTACHMENT 20
Agenda Item #13.2.

Page 490 of 604 ends

If you have received funding from other Napa County government agencies in the past two years, provide level of funding and explain how the City of St Helena funding will specifically benefit St. Helena residents.
*We received a $10,000 grant from the City of SH for FY 2022-23 and $5,000 for FY 2024-25. *The aid we provide supplements family food budgets and assistance for utilities and rent as needed. The food cards we provide also enables families to purchase additional food and supplies not available from the food bank, such as diapers and supplies for infants. *The HAP provides for holiday extras for the family. The aid permits these residents to remain part of our community, enriching the diversity that we value. The aid we provide primarily serves our Latino community.

Please describe how your application in your organization incorporates the principles of a diversity, equity and inclusion. If your organization does have a specific equity focus, it doesn't make you in eligible or less competitive.* *We are a charitable organization serving the residents of SH, and our only requirement in providing assistance is that the person/family be in need. Most of our clients are from the Latino Community. *We do not discriminate based on race, age, color, sex, national origin, physical or mental disability or religion. *We provide for the increasing monthly demand of individuals or families for food gift cards to address food insecurity, to improve the well-being and quality of life of SH residents in need. *We help families with necessities: 144 families las year had a festive Christmas with toys for children, gift cards for teens and seniors, and food for their holiday celebration.

Attachment 1: Grant Budget*
Stvincent Grantbudget2025-2026exhibitc.xlsx
Attachment 2: Proof of Nonprofit Status*
Choose File No file chosen
Attachment 3: Current Year's Operation Budget & Prior Year Actuals* Stvincentdepaul 3 year summarygrant2025-2026exhbB.xlsx
Attachment 4: Listing of Grant Funding Received in the Last 12 Months (if applicable)
Choose File No file chosen
Attachment 5: Partnership Letter(s) (if applicable)
Choose File No file chosen
ATTACHMENT 20
Agenda Item #13.2.

Page 491 of 604 ends

Saint Helena Catholic Church
St Vincent de Paul Ministry
Fiscal Year 2025-2026

ESTIMATED BUDGET
Operating Budget Grant Budget
Income:

City Grant $ - $ 20,000
Donations $ 75,000 $ -
$ 75,000 $ 20,000
Expenses:

Rent Requests $ 1,500 $ -
Fuel Vouchers $ 300 $ -
Utilities Requests $ 400 $ -
Christmas-Holiday Assistance Program (HAP) $ 9,000 $ 9,000 Food Gift Cards $ 63,500 $ 11,000
Other $ 300 $ -
$ 75,000 $ 20,000
$ - $ -
ATTACHMENT 20
Agenda Item #13.2.

Page 492 of 604 ends

Saint Helena Catholic Church
St Vincent de Paul Ministry
Fiscal years Summary
Ended June 30, 2023 Ended June 30, 2024 Year-to Date January 2025 Income:

Donations $ 63,493 $ 75,280 $ 89,115
Grants $ - 10,000 $ - $
$ 63,493 $ 85,280 $ 89,115
Expenses:

Rent Requests $ 780 $ 3,400 $ 400
Fuel Vouchers $ 110 $ - 40 $
Utilities Requests $ - $ - $ 300
Holiday Assistance Program (HAP) $ 9,125 $ 9,575 $ 7,990 Food Gift Cards $ 49,875 68,875 $ 40,075 $
Other $ 507 $ 1,871 $ 602
$ 60,397 $ 83,721 $ 49,407
Increase (Decrease) in Fund Balance $ 3,096 $ 1,559 $ 39,708 ATTACHMENT 20
Agenda Item #13.2.

Page 493 of 604 ends

Print
Organization Name*
Sustainable St. Helena - An Environmental Alliance
Please enter your organization name so we can match your application to your attachments.

Contact Person for Questions (Name/Title)*
Madelyn Chandler
Contact Person Phone Number*
7072188432
Contact Person Email Address*
[email protected]
Organization Phone Number*
707-218-8432
Organization Mailing Address*
915 Valley View Court Saint Helena CA 94574
Organization Physical Address*
915 Valley View Court Saint Helena CA 94574
Federal Tax ID Number and Status*
501(c)(3) 86-3594916
How Long Has Organization Served Community (Years & Months)* 5 years, 6 months
Project Name*
St. Helena Redwood Forest Project – A Future Community Forest Requested Grant Amount*
$10,000
2025-2026 Nonprofit Community Enrichment Program Application for Requests $5,001 and Above - Submission #226 Date Submitted: 2/23/2025
ATTACHMENT 21
Agenda Item #13.2.

Page 494 of 604 ends

Do You Have Matching Funds?*
N/A
Please List Any Matching Funds and Sources
N/A
Total Project Cost*
$40,000
Describe how your Project ties to the City’s Goals, Mission/Vision or funding philosophy.* The Redwood Forest Project ties to almost all areas of the City’s Vision/Mission Statements, and Goals. The Project is economically and environmentally sustainable.

After the initial thinning, revenues will have positive returns because coast redwoods regenerate and there would not be additional startup or replanting fees.

Beginning in approximately 20 years, 20% of the planted forest would be harvested every 5 years and continue on this harvest rotation into the future. The timber harvesting proceeds will be shared with the City, a new and diverse source of revenue.

Because the forest is on the City’s wastewater treatment plant’s effluent spray fields, the Project will be an example of prudently managing City resources. It will improve soil health for higher water retention and reduce soil erosion from high volume rain events.

This is also an example of responding and planning to climate change. Coast redwood trees sequester carbon better than any tree in the world. Based on carbon sequestration studies, “On average, one acre of new forest can sequester about 2.5 tons of carbon annually. Young trees absorb CO2 at a rate of 13 pounds per tree each year. Trees reach their most productive stage of carbon storage at about 10 years at which point they are estimated to absorb 48 pounds of CO2 per year. At that rate, they release enough oxygen back into the atmosphere to support two human beings.” The total planting of 2,500 trees over 10 acres would sequester approximately 48 pounds per tree at 10 years of age or 120,000 pounds of CO2 per year. CO2 sequestered would increase as redwood trees continue to grow and absorb carbon their whole lives. The average age of this forest would be approximately 20 years old yielding annual carbon sequestration of 240,000 pounds.

Without a doubt this project promotes a beautiful natural environment. And will one day be a recreational, family-friendly destination with the goal of having it open to the public for enjoyment. The vision is to have walking paths through the forest connecting to the Napa River and downtown St. Helena which promotes wellbeing and contributes to a high quality of life, all the while preserving our towns rural character. We hope that one day this project will be open to the public and serve as a sort of trail/pathway network where people can easily experience the physical and mental health benefits of being in nature.

1. By June 2026 we expect to plant hundreds of native pollinator shrubs and trees along the southern edge of the community forest. Some of these pollinators provide habitat for beneficial insects for the surrounding vineyards.

2. With the City of St. Helena’s permission, we are prepared to expand the community forest by up to 20 acres/4,000 trees as previously supported by the city manager and Mayor Dohring. This planting could occur in the spring of 2026.

3. We would like to request funding for a grant writer to research available grants for wetlands creation as brought to the city council in July 2024. This wetland concept has been prepared by SWA landscape architects on a pro bono basis.

4. We would like to work with the city council and staff on creating a community accessible walking path from Dowdell Lane to the community forest entrance along the Napa River and enter at the eastern end of Chaix Lane. Eventually, the long term goal is that this site will be made accessible to the public and will be connected to existing walking and biking trails. As the trees grow and continue to re-establish healthy ecosystems in place of a fallowed field, the site will become a shady respite in the valley, with a native plant buffer along the Napa River. The vision is for this plot of land to become a true resource for the community that will be used not just for peaceful recreation open to all, but also to showcase healthy native ecosystems, act as a living classroom for local students, and help us move forward in a world with a fast-changing climate.

The project goal is to continue expansion of our community forest by an additional 20 acres. This increase would add approximately 4,000 redwoods, oaks, and other native tree/shrub species.

Our hope is for the City to work with residents and non-profit organizations to generate more benefits for the community, including recreation trails, environmental benefits from replacing mowed fields with forest ecosystems, aesthetic beauty for meditation and inspiration, carbon sequestration, and the incredible cooling effects from increased tree canopy. There is a lot of work required for the proposed expansion. There are several tree planting days scheduled for April and May, as well as weeding days. Furthermore, there will be ongoing work done by our contract laborer, Silverado Farming. See 2024 Budget summary for detailed information about work to be done per month; including land preparation, planting, pruning, weed control, irrigation installation, fertilizer applications, and erosion control.

We are confident that this next expansion our phase of community forest will be a success for St. Helena and the Napa Valley.

Describe who will benefit from this Project and estimate how many people your proposal may impact.* Benefits from this Project are far reaching. First it creates an ecosystem for countless insects, amphibians, birds, and mammals. Second it has the ability to provide cleaner air for our entire community and visitors for years to come. The project turns underutilized land into a carbon sequestering and oxygen generating property by adding the most carbon sequestering trees in the world. And thirdly, also difficult to gauge, is how many people will benefit from the recreation it will provide. Each tree planted contributes and strengthens these rewards. Over the life of the community forest, it is immeasurable how many people and species lives will be enriched, physically and mentally.

ATTACHMENT 21
Agenda Item #13.2.

Page 495 of 604 ends

Describe the community support for your project.*
The plan for diverse planting of native pollinator shrubs and trees in 2025 and 2026 along the southern edge of the community forest is being developed with the Chip Bouril, Soils Conservationist, USDA Natural Resources Conservation Services, and local landscape architects.

Additional support for the Redwood Forest has been from St. Helena City Council who approved this project, Current Mayor Paul Dohring, Former Mayor Ellsworth, the Active Transportation and Sustainability Committee, Napa Resource Conservation District, Napa Natural Resources Conservation Service, Land Trust of Napa Valley, Sierra Club – Redwood Chapter, Napa Climate NOW, Registered Professional Forester Nick Kent, Dr. William Libby, Senator Bill Dodd, Silverado Farming, and countless community members.

Support has been made by individual financial donations, physical labor by planting trees and weeding, obtaining and donating supplies, technical assistance regarding forest management and education, as well as government advocacy and approval. The Redwood Forest is forever grateful for these contributions.

A $4,000.00 grant was received by the City of St. Helena for the fiscal year 2022-2023.

A $5,000.00 grant was received by the City of St. Helena for the fiscal year 2024-2025.

Please describe how your application in your organization incorporates the principles of a diversity, equity and inclusion. If your organization does have a specific equity focus, it doesn't make you in eligible or less competitive.* Sustainable St. Helena – an Environmental Alliance integrates diversity, equity and inclusion as noted in our Mission Statement. We are devoted to protecting natural resources and habitats from environmental degradation through actionable climate solutions and education while collaborating with government, industry, organizations and individuals to protect the health, future of our community and the natural environment.

Climate change is a human and animal rights issue which disproportionally affects underprivileged populations and innocent animals. Our goals relate directly to promoting social equity and inclusion by focusing on public health and animal species security. Our efforts to eliminate synthetic pesticides on public land do just that. Specifically, with the Redwood Forest Project, all people and animals have the ability to enjoy and inhabit this special place.

Attachment 1: Grant Budget*
SSH Forest Grant Budget 25-26.pdf
Attachment 2: Proof of Nonprofit Status*
SSH - IRS Tax Exempt.pdf
Attachment 3: Current Year's Operation Budget & Prior Year Actuals* SSH Forest Grant Budget 25-26.pdf
Attachment 4: Listing of Grant Funding Received in the Last 12 Months (if applicable)
Choose File No file chosen
Attachment 5: Partnership Letter(s) (if applicable)
Choose File No file chosen
ATTACHMENT 21
Agenda Item #13.2.

Page 496 of 604 ends

City of St. Helena Non-Profit Grant Application
Fiscal Year 2025-2026
Sustainable St. Helena – An Environmental Alliance
St. Helena Redwood Forest Project – A Future Community Forest Operating Budget:

1. Insurance $2,400.00/year

2. Non profit fees and registration fees $300 est.

3. Website Domain and site: $350.00/year

4. Seedlings: $1000.00

5. Accounting/CPA Fees: $1,000.00

6. Silverado Farming: labor, equipment, supplies, irrigation: $78,580 est. budget for 2025 (see attached) ATTACHMENT 21
Agenda Item #13.2.

Page 497 of 604 ends

Project St. Helena Community Forest
Project Year 2025
Acres 35.0
Total Trees 7,770
Trees per acre 222
Total Tons -
Year Planted 2021
Total Cost $78,580
Cost Per Acre $2,245
Replanting $ per Vine $ per Acre Totals Jan Feb March April May June July Aug Sept Oct Nov Dec Supplies $0.00 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 Outside Services $0.00 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 Labor and Equipment $2.13 $472 $16,520 $0 $0 $245 $2,695 $7,315 $245 $4,410 $1,120 $0 $490 $0 $0 Total $2 $472 $16,520 $0 $0 $245 $2,695 $7,315 $245 $4,410 $1,120 $0 $490 $0 $0 Pruning $ per Vine $ per Acre Totals Jan Feb March April May June July Aug Sept Oct Nov Dec Supplies $0.00 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 Outside Services $0.00 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 Labor and Equipment $0.35 $78 $2,730 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $2,730 $0 Total $0 $78 $2,730 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $2,730 $0 Wire and Trellis $ per Vine $ per Acre Totals Jan Feb March April May June July Aug Sept Oct Nov Dec Supplies $0.00 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 Outside Services $0.00 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 Labor and Equipment $0.08 $18 $630 $0 $0 $105 $175 $70 $70 $70 $70 $0 $0 $70 $0 Total $0 $18 $630 $0 $0 $105 $175 $70 $70 $70 $70 $0 $0 $70 $0 Weed Control $ per Vine $ per Acre Totals Jan Feb March April May June July Aug Sept Oct Nov Dec Supplies $0.00 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 Outside Services $0.00 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 Labor and Equipment $2.85 $633 $22,155 $0 $0 $2,940 $4,235 $5,985 $3,185 $3,325 $1,680 $805 $0 $0 $0 Total $3 $633 $22,155 $0 $0 $2,940 $4,235 $5,985 $3,185 $3,325 $1,680 $805 $0 $0 $0 Irrigation $ per Vine $ per Acre Totals Jan Feb March April May June July Aug Sept Oct Nov Dec Supplies $0.45 $100 $3,500 $0 $0 $0 $0 $0 $1,750 $1,750 $0 $0 $0 $0 $0 Outside Services $0.00 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 Labor and Equipment $2.32 $514 $17,990 $0 $0 $210 $1,260 $2,240 $2,450 $3,850 $5,285 $1,820 $875 $0 $0 Total $3 $614 $21,490 $0 $0 $210 $1,260 $2,240 $4,200 $5,600 $5,285 $1,820 $875 $0 $0 Animals $ per Vine $ per Acre Totals Jan Feb March April May June July Aug Sept Oct Nov Dec Supplies $0.00 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 Outside Services $0.00 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 Labor and Equipment $0.81 $180 $6,300 $630 $630 $630 $630 $630 $630 $630 $630 $0 $0 $630 $630 Total $1 $180 $6,300 $630 $630 $630 $630 $630 $630 $630 $630 $0 $0 $630 $630 Expenses $ per Vine $ per Acre Totals Jan Feb March April May June July Aug Sept Oct Nov Dec Supplies $1.13 $250 $8,750 $525 $525 $700 $875 $1,313 $1,313 $1,313 $1,313 $700 $175 $0 $0 Outside Services $0.00 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 Total $1 $250 $8,750 $525 $525 $700 $875 $1,313 $1,313 $1,313 $1,313 $700 $175 $0 $0 ATTACHMENT 21
Agenda Item #13.2.

Page 498 of 604 ends

Project St. Helena Community Forest
Project Year 2025
Acres 35.0
Total Trees 7,770
Trees per acre 222
Total Tons -
Year Planted 2021
Total Cost $78,580
Cost Per Acre $2,245
$ per Vine $ per Acre Totals Jan Feb March April May June July Aug Sept Oct Nov Dec Management Fee $0.00 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 0 $ per Vine $ per Acre Totals Jan Feb March April May June July Aug Sept Oct Nov Dec Total Cost $10.11 $2,245 $78,580 $1,155 $1,155 $4,830 $9,870 $17,553 $9,643 $15,348 $10,098 $3,325 $1,540 $3,430 $630 ATTACHMENT 21
Agenda Item #13.2.

Page 499 of 604 ends

ATTACHMENT 21
Agenda Item #13.2.

Page 500 of 604 ends

Print
Organization Name*
The Saint Helena Forum for Innovation and Creativity
Please enter your organization name so we can match your application to your attachments.

Contact Person for Questions (Name/Title)*
Doug Barr, Chairman
Contact Person Phone Number*
707 696-4922
Contact Person Email Address*
[email protected]
Organization Phone Number*
707 696-4922
Organization Mailing Address*
2480 Spring Mountain Rd. SH 94574
Organization Physical Address*
2480 Spring Mountain Rd. SH 94574
Federal Tax ID Number and Status*
83-2095334 Active
How Long Has Organization Served Community (Years & Months)* Five Years Six Months
Project Name*
Ongoing Free Virtual Humanities Based Cultural Presentations Requested Grant Amount*
$10,000
2025-2026 Nonprofit Community Enrichment Program Application for Requests $5,001 and Above - Submission #217 Date Submitted: 2/12/2025
ATTACHMENT 22
Agenda Item #13.2.

Page 501 of 604 ends

Do You Have Matching Funds?*
No
Please List Any Matching Funds and Sources
Total Project Cost*
$35,000/ year
Describe how your Project ties to the City’s Goals, Mission/Vision or funding philosophy.* Paraphrasing, the city's mission is: “To provide a full range of cultural and recreational activities... the enrichment grant is to “promote or benefit the Saint Helena community with arts, culture, or education.

The bylaws of the Saint Helena Forum completely overlap the city's goals and mission/vision, i. e. “the forum's mission is: to inform entertain inspire and engage every citizen of Saint Helena by providing free local access to a broad range of humanities based exchanges of ideas and views on a wide variety of subjects through: interviews, panel discussions, debates, and performances in dance, music and the visual arts. And to encourage interaction with our schools and senior centers to promote intellectual relevance in an ever-changing world.” Describe your Project including objectives and goals, and explain how you will meet these goals within the deadline of June 30, 2026. Please provide a timeline for your project.*
We will annually produce six one-hour original programs available for viewing on our website, (shforum.org,) or on YouTube. They will eventually be archived on our website and then edited as podcasts available on Spotify, Apple Music, and Amazon Podcast. Our library already includes twenty-one episodes with six new programs in pre-production for 2025. Subjects have included: breakthroughs in nuclear fusion with physicist Dr. Morty Rosen of Lawrence Livermore laboratories interviewed by Pulitzer Prize winner David Freed, the Power of Female Pharaohs in ancient Egypt with Dr. KARA Cooney, the origins of modern dance with Janet Albert, artistic director, and featured soloist, Xin Yang and Charlotte Landreau, from Martha Graham, the oldest dance company in America, recent developments in treating addiction based upon genetic manipulation with National Institute of Health director, Nora Volkow, How television influenced the women's movement in the 1970’s, featuring writers, producers and actors from the Dick Van Dyke Show, That Girl, and Designing Women, The longest serving chairman of Harvard's astronomy department, Dr. Avi Loeb discussing the question: are we alone?, (Dr. Loeb’s interview for the Forum has been viewed more than 50,000 times), War Correspondent and founder of the Reckoning Project, Janine di Giovanni. The Reckoning Project trains journalists and doctors working on the ground in conflict zones to legally document war crimes, crimes against humanity, and genocide to be presented as real time evidence at world courts. We also produced a multi part series of programs on the timely and contentious subject of undersea mining. Our first interview of 2025 on the subject of Beauty Sickness, the dangerous multicultural messaging that convinces primarily girls and women that the most important thing they can be is ...“Beautiful”, followed by an appraisal of America’s Immigration Divide, explained by looking at settlement patterns dating back to the late 1600’s.

Describe who will benefit from this Project and estimate how many people your proposal may impact.* We believe that any member of our community, no matter how old or young, who attends a virtual forum presentation, will learn something new, will be entertained, and we hope will be inspired by the subjects or the participants or both. For example, many of our programs include STEM subjects in hopes of encouraging young women to consider science, tech, engineering, and math, as viable and interesting careers. We also “entertain” by discussing unique perspectives like little known details of the life of Rosa Parks, the human rights, civil rights, women's rights activists. We employ photographs, videos and music to both entertain and illustrate our programs. We are currently working with Rianda House and the Presbyterian church, with whom we have pre-screened or re-played several of our presentations for in-person local audiences. We have also recruited Rianda House members for what we call our, “Research Squad” to help interviewers prepare questions for guest speakers. Because we are virtual, our outreach has spread far and wide. Our initial audiences typically begin with between 700 and 1,000 participants, but grow as our programs follow time zones around the world to include audience members from 30 to 50 States and 40 to 60 countries. Recent presentations have included roughly 6000 viewers from countries as diverse as Germany, France, Norway, Japan, China, Mexico, Bangladesh, South Africa, Uzbekistan, and Malawi, to name just a few. Beyond the impacts listed above, we believe the Forum benefits the Saint Helena “brand” as a unique small town that is interested in and actively promoting arts, culture, and education as an important part of who we are as a community.

Describe the community support for your project.*
The Saint Helena forum is an entirely volunteer organization funded by donations from local friends, supporters, and neighbors. We offer modest honorariums to guest speakers and Technical Support but otherwise we have no paid staff, offices, or substantial overhead. We believe that turning wine country into mind country will serve both local citizens and local businesses
If you have received funding from other Napa County government agencies in the past two years, provide level of funding and explain how the City of St Helena funding will specifically benefit St. Helena residents.

We have never received funding from any Napa Valley government agencies beyond last year's enrichment grant from the city of Saint Helena ATTACHMENT 22
Agenda Item #13.2.

Page 502 of 604 ends

Please describe how your application in your organization incorporates the principles of a diversity, equity and inclusion. If your organization does have a specific equity focus, it doesn't make you in eligible or less competitive.* The forum offers volunteer opportunities that are open to anyone interested in helping us fulfill our mission. Participants in and subjects of our programs have been and will continue to be gender and racially diverse
If your organization doesn’t have a specific equity focus – it doesn’t make you ineligible or less competitive. A lack of focus or experience with equity will not preclude you from receiving a grant, but we do ask you to think honestly and engage meaningfully about disparities that exist in your organization and in the community and how your work addresses those disparities. We recognize that not all organizations have had the same opportunities to learn about practicing and promoting equity and we know that diversity and inclusion will look different in different for each organization. We recognize that there isn’t a one-size-fits-all approach to integrating diversity, inclusion, and equity into an organization’s work. There are common challenges and opportunities but diversity, inclusion, and equity will mean different things to different organizations. We are committed to sharing our learning and supporting the learning of others, including providing opportunities for engagement within the community regarding social justice.

Attachment 1: Grant Budget*
SH FORUM Grant BudgetStatus.jpeg
Attachment 2: Proof of Nonprofit Status*
SH Forum proof og Non Profit Status 1.jpeg
Attachment 3: Current Year's Operation Budget & Prior Year Actuals* SH FORUM current year and previous year budget.jpeg
Attachment 4: Listing of Grant Funding Received in the Last 12 Months (if applicable)
Choose File No file chosen
Attachment 5: Partnership Letter(s) (if applicable)
Choose File No file chosen
ATTACHMENT 22
Agenda Item #13.2.

Page 503 of 604 ends

ATTACHMENT 22
Agenda Item #13.2.

Page 504 of 604 ends

ATTACHMENT 22
Agenda Item #13.2.

Page 505 of 604 ends

ATTACHMENT 22
Agenda Item #13.2.

Page 506 of 604 ends

ATTACHMENT 22
Agenda Item #13.2.

Page 507 of 604 ends

Print
Organization Name*
UpStage Napa Valley
Please enter your organization name so we can match your application to your attachments.

Contact Person for Questions (Name/Title)*
Sharie Renault, Artistic Director
Contact Person Phone Number*
707-337-5850
Contact Person Email Address*
[email protected]
Organization Phone Number*
707-341-3278
Organization Mailing Address*
PO BOX 277, CALISTOGA, CA 94515
Organization Physical Address*
1314 SPRING STREET, ST. HELENA, CA 94574
Federal Tax ID Number and Status*
Calistoga Theater Company, dba UpStage Napa Valley, is a qualified 501(c)(3) tax-exempt organization. All donations are tax deductible as allowed by law. EIN 47-4674201
How Long Has Organization Served Community (Years & Months)* 13 years
Project Name*
PlayFest 2025
Requested Grant Amount*
10,000
2025-2026 Nonprofit Community Enrichment Program Application for Requests $5,001 and Above - Submission #216 Date Submitted: 2/12/2025
ATTACHMENT 23
Agenda Item #13.2.

Page 508 of 604 ends

Do You Have Matching Funds?*
Yes, we will provide at least $5,100 in ticket sales and other matching funds Please List Any Matching Funds and Sources
We will provide a minimum of $5,100 of matching funds from ticket sales. We actively seek sponsors for additional matching funds.

Total Project Cost*
15,100
Describe how your Project ties to the City’s Goals, Mission/Vision or funding philosophy.* In 2025 UpStage Napa Valley will present our 5th Annual Playwright Festival, an event which is quickly becoming a treasured offering for the St. Helena community.

This project ties in nicely with St. Helena’s Vision, Mission and Goals of ‘expanding and improving cultural opportunities’, and ‘facilitating full civic participation’. Our Playwright Festival is well aligned with the funding philosophy of: “Projects or programs which promote or benefit the St. Helena community with arts, culture, or education”. With our top-to-bottom community involvement, we bring engaging, innovative and high-quality theatrical productions to the people of St. Helena.

Describe your Project including objectives and goals, and explain how you will meet these goals within the deadline of June 30, 2026. Please provide a timeline for your project.*
We are submitting this application to help fund our Fifth Annual Upstage Napa Valley Playwrights Festival, PlayFest2025. The concept of PlayFest is to have ‘budding’ playwrights submit their ‘single act’ scripts to our script review committee. We particularly encourage submissions from playwrights/writers living within a 30-mile radius of St. Helena. The scripts will be limited to performances of 10 to 20 minutes each. Our script committee made up of 9 community members, including actors and playwrights will select eight or nine of the top submissions and UpStage Napa Valley will oversee their production. The casts and technical crew will be made up primarily of St. Helena and Calistoga residents, similar to the makeup of most of our plays. We’ll perform each play in our St. Helena venue, Grace Episcopal Church. We were delighted to have the city of St. Helena make a substantial contribution to the success of our 4th Annual Playfest in 2024. We are grateful for our ongoing partnership.

Timing: We were delighted to receive just over 185 submissions last year! We plan to send out invitations for script submissions later this spring, with deadlines for entries in mid May. We will select the finalists in June, allowing plenty of time for rehearsals and ultimately performances in the fall of 2025. All grant funds will be expended and the project completed well in advance of the June 2026 deadline.

Our Goals: The goal of our Playwrights Festival is to make the Festival a true community project, with promotion, performances and personnel all St. Helena-centric.

We look forward to working with the City of St. Helena to collaboratively achieve these goals.

Describe who will benefit from this Project and estimate how many people your proposal may impact.* Between our audiences, volunteers, actors, and playwrights, we estimate our project will impact 500 - 1000 people, predominantly residents of St. Helena. Our project benefits community members who have opportunities to see live theater close to home (especially important for those who might have lower mobility or less access to transportation). Our actors and playwrights also benefit from having opportunities to hone and express their creative craft. This is especially important now, when theater departments are being eliminated from local high schools and colleges.

Describe the community support for your project.*
UpStage Napa Valley is a small community theater company with an emphasis on the ‘small’ and the ‘community’. Our productions are performed at the Grace Episcopal Church in St. Helena, 90% of our actors are from the Napa Valley and 80% of our audiences are local. We do two or three performances per year at Grace Episcopal Church, and one or two readings each year at the St. Helena Library. We enjoy regular coverage in the St. Helena Star and are currently supported by both individuals and groups throughout the community including both the St. Helena and Calistoga Chambers of Commerce and the Calistoga Rotary. We are working on membership in the St. Helena Rotary. In addition to Grace Episcopal's discounted rate for our performance, First Presbyterian Church in St. Helena provides very inexpensive rehearsal space.

In 2024 UpStage received a generous grant of $5,000 from the City of St. Helena and $3,000 from the Napa County Arts Council. Funding from the City of St.

Helena is crucial to ensuring the on-going success of the PlayFest, and the benefits to the city of St. Helena are numerous. Not only can residents participate in all aspects of the project (cast, volunteers, house management, tech, etc.), but the public at large will have an opportunity to attend the performances and witness firsthand the creative efforts of their neighbors, friends, and families.

ATTACHMENT 23
Agenda Item #13.2.

Page 509 of 604 ends

Please describe how your application in your organization incorporates the principles of a diversity, equity and inclusion. If your organization does have a specific equity focus, it doesn't make you in eligible or less competitive.* We’re delighted to report that these principles are integral to our work. Our actors include people of color, people with disabilities, and seniors from the community, a population whose voices are often not heard. We also work to center the stories of people who are often marginalized, including the LGBTQ community, youth, and immigrants, all of which have been featured in recent productions.

Attachment 1: Grant Budget*
PlayFest 2025 Project Budget - Sheet1.pdf
Attachment 2: Proof of Nonprofit Status*
Copy of IRS Tax Exemption Letter (1).pdf
Attachment 3: Current Year's Operation Budget & Prior Year Actuals* UNV Operating_24-25.pdf
Attachment 4: Listing of Grant Funding Received in the Last 12 Months (if applicable)
UpStage Napa Valley Grant Funding from last 12 months.docx Attachment 5: Partnership Letter(s) (if applicable)
Choose File No file chosen
ATTACHMENT 23
Agenda Item #13.2.

Page 510 of 604 ends

PlayFest 2025 Project Budget
Grant request Matching funds
PlayFest Personnel Expenses (stipends)
Actors Stipends: 16 actors @ $100 each 1600 1400 200
Director 2000 2000 0
Guest director stipend 500 500 0
Stage manager stipend 750 750 0
Designer stipend 1,500 0 1500
Theater Techs: 2 @ $800 each 2,000 2000 0
Subtotal personnel 8350 6650 1700
Production Expenses
Costumes/props/set 650 650 0
Costumes 450 450 0
Performance Venue 3000 1300 1700
Cast Party 300 0 300
Ticket sales processing fees 350 0 350
Subtotal Production Expense 4750 2400 2350
Printing and Marketing
Printing and Postage 500 500 0
Posters 150 150 0
Poster insert in the Tribune 350 300 50
Marketing/Social media 1000 0 1000
Subtotal Printing and Marketing 2000 950 1050
Total Project Budget Total Grant Request Total Matching Funds 15100 10000 5100
ATTACHMENT 23
Agenda Item #13.2.

Page 511 of 604 ends

ATTACHMENT 23
Agenda Item #13.2.

Page 512 of 604 ends

ATTACHMENT 23
Agenda Item #13.2.

Page 513 of 604 ends

UpStage Napa Valley 2024-25 Operating Budget
Revenue Amount
Grants $30,000.00
Donations $30,000.00
Production Income: Ad Sales $7,500.00
Production Income: Ticket Sales $22,300.00
Interest $800.00
Total Revenue $90,600.00
Expenses Amount
Staff Payroll and Benefits $31,000.00
Payroll Taxes $8,500.00
Production Expenses $31,825.00
Fundraising & Grant Writing $3,300.00
Insurance $4,625.00
Dues and Subscriptions $1,500.00
Payroll Service $1,450.00
Legal and Accounting Fees $1,900.00
Scholarship Fund $1,000.00
Marketing and Advertising $1,400.00
Supplies/Software, etc. $1,950.00
Total Expenses $88,450.00
Net Surplus/Deficit $2,150.00
ATTACHMENT 23
Agenda Item #13.2.

Page 514 of 604 ends

UpStage Napa Valley Prior Year Actuals (2023-24)
Sum of amount
Row Labels July-23 August-23 September-23 October-23 November-23 December-23 January-24 February-24 March-24 April-24 May-24 June-24 YTD Annual
Budget
Grants ( 5,000.00) ( 5,000.00) ( 7,000)
Donations ( 250.00) ( 92.80) ( 15,388.24) ( 219.79) ( 524.47) ( 3,576.97) ( 1,526.99) ( 6,200.00) ( 1,250.00) ( 3,650.00) ( 32,679.26) ( 28,000) Production Income:Ad Sales ( 1,700.00) ( 1,700.00)
Production Income:Concessions ( 64.00) ( 64.00)
Production Income:Sponsors ( 750.00) ( 750.00)
Production Income:Ticket Sales ( 272.92) ( 5,009.70) ( 4,509.00) ( 1,450.00) ( 91.46) ( 4,411.55) ( 5,107.29) ( 476.96) ( 4,010.29) ( 1,649.00) ( 26,988.17) Total Production Income ( - ) ( - ) ( 272.92) ( 6,773.70) ( 4,509.00) ( 2,200.00) ( 91.46) ( 4,411.55) ( 5,107.29) ( 476.96) ( 4,010.29) ( 1,649.00) ( 29,502.17) ( 30,000) Interest ( 516.64) ( 322.47) ( 839.11)
Refunds ( 53.85) ( (250.00) ( (196.15)
Total Revenue ( 5,000.00) ( 250.00) ( 365.72) ( 22,678.58) ( 4,728.79) ( 2,724.47) ( 3,668.43) ( 5,992.39) ( 11,307.29) ( 1,476.96) ( 4,332.76) ( 5,299.00) ( 67,824.39) ( 65,000) ( - )
A/V Equipment ( (38.66) ( (360.31) ( (19.38) ( (15.40) ( (38.75) ( (472.50) ( (500) Actors Workshop ( - )
Board Retreat ( (20.85) ( (20.85)
( - )
Dues & Subscriptions ( (25.00) ( (65.99) ( (15.99) ( (132.00) ( (230.00) ( (1,112.06) ( (1,581.04) Entertainment-Donors ( - )
Fundraising General ( (89.69) ( (89.69)
Fundraising:Graphic Design ( - )
Fundraising:Marketing Materials/Printing ( (595.54) ( (47.39) ( (39.57) ( (682.50) Fundraising:Postage ( - )
Total Fundraising ( - ) ( - ) ( (685.23) ( (47.39) ( - ) ( - ) ( - ) ( - ) ( - ) ( (39.57) ( - ) ( - ) ( (772.19) ( (2,000) Gifts Given ( (43.68) ( (1,000.00) ( (1,043.68)
Grant Generation Expense ( (1,590.00) ( (690.00) ( (210.00) ( (375.00) ( (2,865.00) Insurance ( (673.00) ( (673.00)
Insurance:Liability ( (1,152.00) ( 424.00) ( (728.00)
Insurance:Workers Comp ( - )
Total Insurance ( - ) ( - ) ( - ) ( (673.00) ( - ) ( - ) ( - ) ( - ) ( (1,152.00) ( 424.00) ( - ) ( - ) ( (1,401.00) ( (1,100) Legal Fees ( (5.94) ( (1,800.00) ( (75.00) ( (1,880.94) Licenses & Permits ( (15.70) ( (15.70)
Marketing:Season Party/Membership Drive ( (350.67) ( (709.40) ( (1,060.07) Marketing:Website ( (20.00) ( (20.00) ( (29.00) ( (29.00) ( (29.00) ( (29.00) ( (29.00) ( (52.17) ( (29.00) ( (29.00) ( (29.00) ( (29.00) ( (353.17) Total Marketing ( (20.00) ( (370.67) ( (738.40) ( (29.00) ( (29.00) ( (29.00) ( (29.00) ( (52.17) ( (29.00) ( (29.00) ( (29.00) ( (29.00) ( (1,413.24) ( (1,900) Office Expense ( (176.68) ( (75.38) ( (15.99) ( (15.99) ( (282.73) ( (253.74) ( (84.02) ( (54.94) ( (136.30) ( (1,095.77) Payroll Service ( (47.00) ( (47.00) ( (47.00) ( (47.00) ( (47.00) ( (47.00) ( (44.00) ( (47.00) ( (59.00) ( (59.00) ( (491.00) ( (500) Payroll Tax Withholding ( - ) ( (2,000)
Payroll Taxes ( (305.07) ( (317.20) ( (349.23) ( (159.58) ( (492.68) ( (1,243.35) ( (376.89) ( (1,521.29) ( (873.51) ( (752.50) ( (258.28) ( (6,649.58) Production Expense General ( (139.54) ( (139.54)
Production Expense:Cast Support ( (212.75) ( (29.56) ( (50.16) ( (292.47) Production Expense:Contracting Services:Actor Stipend ( (100.00) ( (600.00) ( (500.00) ( (100.00) ( (100.00) ( (300.00) ( (800.00) ( (100.00) ( (2,600.00) Production Expense:Contracting Services:Stage Hand ( (100.00) ( (100.00) Production Expense:Contracting Services:Stage Manager ( (500.00) ( (500.00) ( (1,250.00) ( (2,250.00) Production Expense:Contracting Services:Technician-Light&Sound ( (2,250.00) ( (1,613.86) ( (2,000.00) ( (5,863.86) ( (16,500) Production Expense:Costumes ( (43.98) ( (110.62) ( (50.58) ( (25.81) ( (230.99) Production Expense:Director Fee ( (1,000.00) ( (1,000.00) ( (1,000.00) ( (1,000.00) ( (2,000.00) ( (6,000.00) Production Expense:Entertainment-Cast ( (65.00) ( (122.70) ( (309.76) ( (497.46) Production Expense:Facility Rent ( (3,500.00) ( (2,000.00) ( (2,500.00) ( (8,000.00) ( (7,500) Production Expense:Food & Beverage ( (112.03) ( (20.00) ( (40.40) ( (172.43) Production Expense:Graphic Design ( (742.00) ( (520.00) ( (1,262.00) Production Expense:Marketing Materials ( (250.00) ( (350.00) ( (600.00) ATTACHMENT 23
Agenda Item #13.2.

Page 515 of 604 ends

Production Expense:Musician ( - )
Production Expense:Postage ( - )
Production Expense:Printing ( (14.43) ( (74.19) ( (30.91) ( (189.64) ( (150.20) ( (287.50) ( (798.25) ( (76.50) ( (1,621.62) Production Expense:Props & Set ( (371.13) ( (315.64) ( (448.81) ( (322.69) ( (271.10) ( (63.54) ( (244.50) ( (87.88) ( (2,125.29) Production Expense:Royalties ( (960.00) ( (923.23) ( (1,883.23) Production Expense:Scripts ( (20.85) ( (27.63) ( (37.70) ( (71.61) ( (157.79) Production Expense:Scripts:Productions&Readings ( (21.54) ( (16.11) ( (87.33) ( (124.98) Production Expense:Ticket Sales Processing ( (6.00) ( (164.20) ( (22.00) ( (47.00) ( (4.50) ( (110.00) ( (255.00) ( (250.00) ( (858.70) ( (7,713) Total Production Expense ( (1,339.59) ( (607.18) ( (532.17) ( (5,677.35) ( (3,913.53) ( (1,712.00) ( (3,042.71) ( (1,322.94) ( (4,079.06) ( (3,070.38) ( (1,561.84) ( (7,921.61) ((34,780.36) ( (31,713) Staff Benefit ( (222.65) ( (168.40) ( (391.05) ( (200) Miscellaneous ( (8.49) ( (8.49) Utilities (Phone) ( - )
Wages:AD Assistant ( (60.00) ( (715.00) ( (775.00)
Wages:Administrator ( (599.00) ( (731.60) ( (864.49) ( (370.37) ( (1,239.85) ( (525.00) ( (342.18) ( (775.63) ( (1,802.19) ( (1,631.09) ( (300.00) ( (9,181.40) Wages:Artistic Director ( (914.50) ( (914.50) ( (932.50) ( (457.25) ( (1,280.30) ( (1,368.75) ( (1,306.27) ( (912.50) ( (912.50) ( (1,412.50) ((10,411.57) Wages:Marketing ( (948.37) ( (1,250.81) ( (872.58) ( (810.07) ( (3,881.83) Wages:Technician ( - )
Total Wages ( (1,513.50) ( (1,706.10) ( (1,796.99) ( (1,542.62) ( (2,520.15) ( - ) ( (525.00) ( (1,710.93) ( (3,030.27) ( (3,965.50) ( (3,416.17) ( (2,522.57) ((24,249.80) ( (26,000) Workmans Comp ( (436.00) ( (436.00)
Total Expenses ( (3,908.81) ( (3,224.83) ( (5,886.33) ( (8,419.84) ( (7,018.35) ( (3,132.34) ( (4,156.44) ( (4,120.98) ((12,511.40) ( (7,696.45) ( (6,039.85) ((13,452.57) ((79,568.19) ( (65,913) ( - )
Net Income ( 1,091.19) ( (2,974.83) ( (5,520.61) ( 14,258.74) ( (2,289.56) ( (407.87) ( (488.01) ( 1,871.41) ( (1,204.11) ( (6,219.49) ( (1,707.09) ( (8,153.57) ((11,743.80) ( (913) Checking Account Balance ( 54,381.13) ( 51,503.87) ( 45,983.26) ( 59,725.36) ( 57,435.80) ( 57,027.93) ( 56,539.92) ( 58,411.33) ( 57,897.22) ( 50,987.73) ( 48,860.60) ( 47,494.09) CD Balance ( 25,262.00) ( 25,262.00) ( 25,262.00) ( 25,778.64) ( 25,778.64) ( 25,778.64) ( 25,778.64) ( 25,778.64) ( 25,778.64) ( 25,778.64) ( 26,101.11) ( 26,101.11) Total Cash ( 79,643.13) ( 76,765.87) ( 71,245.26) ( 85,504.00) ( 83,214.44) ( 82,806.57) ( 82,318.56) ( 84,189.97) ( 83,675.86) ( 76,766.37) ( 74,961.71) ( 73,595.20) ( 78,551.94) ( 79,643.13) ( 76,668.30) ( 71,147.69) ( 85,406.43) ( 83,116.87) ( 82,709.00) ( 82,220.99) ( 84,092.40) ( 82,888.29) ( 76,668.80) ( 74,961.71) ( 66,808.14) ATTACHMENT 23
Agenda Item #13.2.

Page 516 of 604 ends

UpStage Napa Valley Grant Funding from last 12 months
Funder Amount Project
City of St. Helena $5,000 PlayFest 2024
Arts Council NV $3000 PlayFest 2024
Arts and Culture Grants, Napa Board of
Supervisors
$7500 Production of play “Hold Out
Hope”
ATTACHMENT 23
Agenda Item #13.2.

Page 517 of 604 ends

Print
Organization Name*
UpValley Family Centers
Please enter your organization name so we can match your application to your attachments.

Contact Person for Questions (Name/Title)*
Jenny Ocon, Executive Director
Contact Person Phone Number*
7079655010
Contact Person Email Address*
[email protected]
Organization Phone Number*
7079655010
Organization Mailing Address*
1440 Spring Street
Organization Physical Address*
1440 Spring Street
Federal Tax ID Number and Status*
80-0023012
How Long Has Organization Served Community (Years & Months)* 25 years & 2 months
Project Name*
Triple P Fear-less Parent Workshops
Requested Grant Amount*
$5,000
2025-2026 Nonprofit Community Enrichment Program Application for Requests $5,000 and Under - Submission #229 Date Submitted: 2/24/2025
ATTACHMENT 24
Agenda Item #13.2.

Page 518 of 604 ends

Do You Have Matching Funds?*
yes
Please List Any Matching Funds and Sources
$930 Napa County- Prevention and Early Intervention (PEI) grant Total Project Cost*
$5,930
Describe how your Project ties to the City’s Goals, Mission/Vision Statement, funding philosophy, and how your application and organization incorporates the principles of diversity, equity, and inclusion.*
Our Triple P Fear-less Parent project directly aligns with the City’s goals by promoting family well-being, mental health, and self-sufficiency. These events will provide parents and caregivers with evidence-based strategies to support their children’s emotional resilience, fostering stronger, healthier families in St. Helena.

By incorporating dinner, childcare, and wellness kits for each family, we ensure that participation is accessible to all. This approach helps us to reduce obstacles that might prevent families from benefiting from these vital resources. We will also offer materials in English and Spanish to meet the diverse needs of our community.

Our goal is to create a sustainable model that continues to empower families long after the events have ended.

By supporting Triple P Fearless Parent Workshops, the City invests in an innovative, community-driven effort that builds resilience, promotes long-term family stability, and enhances overall community well-being.

Describe your Project including objectives and goals, who and how many people will benefit, and explain how you will meet these goals within the deadline of June 30, 2026. Please provide a timeline for your Project.*
Our Triple P Fear-less Parent project will provide two family-focused events designed to support parents and caregivers in fostering emotional resilience in their children, and will introduce a range of strategies specifically for managing children’s anxiety. This offering is a response to the fact that mental health challenges among children and youth have been increasing in recent years. Further, children and families have been expressing increased levels of fear and worry due to the current political environment. These workshops are designed to equip families with information and tools to support their children and help to break the cycle of anxiety in a safe and gradual way. Each event will offer dinner, wellness kits, and childcare for participating families, ensuring accessibility. Our goal is that each event will serve 10-15 families, with an estimated total impact of 20-30 families.

We will host two Triple P Fearless workshops, during the Fiscal Year.

Please include a high-level description of the Project that you are requesting grant funding for. * Triple P Fear-less Project is designed to support St. Helena parents and caregivers in fostering their children’s emotional resilience. Through two engaging events, families will participate in the Fear-Less Triple P program, an evidence-based approach that provides practical strategies for managing childhood anxiety. Each event will include dinner, wellness kits, and childcare, ensuring accessibility for all participants. By reducing barriers to participation and equipping families with valuable mental health tools, this project promotes long-term well-being and strengthens community support networks.

Attachment 1: Grant Budget *
Attachment 1 FY26 Triple P Workshops City of SH community enrichment budget.xlsx
Attachment 2: Proof of Nonprofit Status*
IRS UVFC tax exempt letter.pdf
Attachment 3: Current Year's Operation Budget & Prior Year Actuals* Attachment 3 FY25 budget and FY24 actuals.xlsx
Attachment 4: Listing of Grant Funding Received in the Last 12 Months (if applicable)
Attachment 4 List of grant funding received in the last 12 months.xls Attachment 5: Partnership Letter(s) (if applicable)
Choose File No file chosen
ATTACHMENT 24
Agenda Item #13.2.

Page 519 of 604 ends

Up Valley Family Centers of Napa County
Project Budget for City of St. Helena
Project: Triple P Workshops
July 2025 to June 2026
Request FY26 Matching Funds
Expenses
Personnel
Family Services Coordinator $ 938.34
Case Managers (1) $ 500.56
Childcare provider $ 111.40
Benefits and payroll taxes $ 260 $ 124
Total Personnel $ 1,310 $ 625
Other program expenses
Food for workshops $ 1,500
Welless kits for families $ 2,190 $ 305
Total other program expenses $ 3,690 $ 305
TOTAL EXPENSES $ 5,000 $ 930
ATTACHMENT 24
Agenda Item #13.2.

Page 520 of 604 ends

ATTACHMENT 24
Agenda Item #13.2.

Page 521 of 604 ends

ATTACHMENT 24
Agenda Item #13.2.

Page 522 of 604 ends

Up Valley Family Centers of Napa County
FY25 budget and FY24 actuals
Ordinary Income/Expense FY25 Budget FY24 Actuals
Income
Restricted Foundation Grants $ 917,971.92 $ 543,500.05
Restricted Service Groups $ 50,429.05 $ 29,351.08
Restricted Corporate Grants $ 176,357.99 $ 137,963.91
Restricted Individuals $ 228,633.18 $ 163,289.29
Restricted Government Grants $ 2,525,888.54 $ 1,960,364.29 Unrestricted Foundation Grants $ 279,000.00 $ 459,300.00 Unrestricted Service Groups $ 12,000.00 $ 8,600.00
Unrestricted Individuals $ 435,266.82 $ 527,006.81
Unrestricted Corporate $ 110,642.01 $ 40,862.35
Unrestricted Government $ 54,093.16 $ -
Special Events $ 155,000.00 $ 115,337.19
In kind donations $ 25,335.00 $ 25,606.20
Earned Revenue $ 111,268.69 $ 121,380.46
TOTAL Income $ 5,081,886.36 $ 4,132,561.63
Expense
Salaries & Wages $ 2,761,715.12 $ 2,230,325.97
Benefits and payroll taxes $ 648,589.34 $ 483,158.02
Professional Fees $ 660,704.11 $ 630,696.83
Non-Personnel Expenses $ 503,269.49 $ 323,300.62
Occupancy Expenses $ 303,007.54 $ 227,400.32
Professional Development $ 147,522.22 $ 76,252.66
Misc Expenses $ 21,243.27 $ 16,397.06
Subgrants to other organization $ 60,764.22 $ 30,000.00 Total Expense $ 5,106,815.31 $ 4,017,531.48
Net revenue over expenditures $ (24,928.95) $ 115,030.15 One time expenses covered with surpl $ 25,000.00
Net revenue over expenditures after one time $ 71.05
ATTACHMENT 24
Agenda Item #13.2.

Page 523 of 604 ends

UpValley Family Centers of Napa County
List of grant funding received in the last 12 months -in whole numbers From 2/1/2024 Through 1/31/2025
Feb 1, 2024 to Jan 31, 2025
Grant Funds
Foundation
Napa Valley Vintners 438,800.00
Kaiser Permanente 25,000.00
Napa Valley Community Foundation 165,325.97
United Way Bay Area 19,044.55
Cowell Foundation 100,000.00
Latino Community Foundation 115,219.48
California Wellness Foundation 10,000.00
Gasser Foundation 7,500.00
Joseph & Vera Long Foundation 15,000.00
California Fire Foundation 515.90
Clif Family Foundation 10,000.00
Syar Foundation 25,000.00
fStop Foundation 2,000.00
Paririe Family Foundation 10,000.00
Corporate
Queen of the Valley 40,000.00
Adventist Health -St. Helena Hospital 30,038.34
Westamerica Bank 2,500.00
Mechanics Bank 2,500.00
PG&E 5,000.00
Burbank Housing 10,000.00
Silicon Valley Bank 10,000.00
Redwood Credit Union 20,000.00
Government
Calistoga Junior Unified School District 220,850.00
City of Calistoga 115,927.83
City of St. Helena 37,500.00
Master Settlement Agreement- Napa County 164,317.00
PEI Mental Health Services Act- Napa County 267,193.28
Medical Administration Activities 21,301.28
St. Helena Unified School District 267,141.16
Napa County Office of Education 69,129.52
CA Department of Social Services 161,591.13
Napa County Health and Human Services 5,144.13
CDBG City of St. Helena 31,084.54
CalOES 104,734.88
CA Dpt of Education 283,002.87
Upper Valley Waste Management Agency 631.32
Children and Youth Behavioral Health Initiative 47,234.76 CA Governor's Office of Business and Economic
Dl t
9,102.95
Napa County Housing Authority 83,079.59
Metropolitan Transportation Commission 20,500.00
Department of Homeland Security - Immigration 55,828.68 Opioid Settlement Agreement Funds - Napa County 18,505.96 CA Immigrant Policy Center MediCal Expansion 20,000.00
Napa County RCD 1,000.00
Voter's Registrar Office- Napa County 2,500.00
Page: 1
ATTACHMENT 24
Agenda Item #13.2.

Page 524 of 604 ends

Print
Organization Name*
Vailima Foundation (dba Robert Louis Stevenson Museum)
Please enter your organization name so we can match your application to your attachments.

Contact Person for Questions (Name/Title)*
Barrett Dahl, Executive Director
Contact Person Phone Number*
707-963-3757
Contact Person Email Address*
[email protected]
Organization Phone Number*
707-963-3757
Organization Mailing Address*
PO Box 23 St. Helena CA 94574
Organization Physical Address*
1490 Library Lane St. Helena CA 94574
Federal Tax ID Number and Status*
94-1673783
How Long Has Organization Served Community (Years & Months)* 55 years and 10 months
Project Name*
RLSM Digital Tour Project
Requested Grant Amount*
5000.00
2025-2026 Nonprofit Community Enrichment Program Application for Requests $5,000 and Under - Submission #243 Date Submitted: 2/28/2025
ATTACHMENT 25
Agenda Item #13.2.

Page 525 of 604 ends

Do You Have Matching Funds?*
NA
Please List Any Matching Funds and Sources
NA
Total Project Cost*
5000.00
Describe how your Project ties to the City’s Goals, Mission/Vision Statement, funding philosophy, and how your application and organization incorporates the principles of diversity, equity, and inclusion.*
The Robert Louis Stevenson Museum’s Digital Tour Project directly aligns with the City of St. Helena’s commitment to advancing justice, equity, diversity, and inclusion, as outlined in its DEI Strategy.

By developing a series of immersive and accessible digital tours, we aim to provide an equitable museum experience that serves a diverse audience, with particular emphasis on Spanish-speaking visitors, those with vision impairments, and individuals seeking a more independent and personalized experience. This initiative supports the City’s vision of addressing disparities in access to culture, education, and community resources, especially for marginalized groups.

In line with the City’s mission to combat discrimination and systemic inequities, our project actively works to break down barriers to cultural engagement. The museum’s efforts to make its exhibits accessible to a broad spectrum of individuals, regardless of background or ability, mirror the City’s objectives to ensure that all residents have the opportunity to fully participate in public life and enjoy equal access to community assets.

It is the mission of the RLS Museum to connect the human experience to the life, work, and times of Robert Louis Stevenson. Advancing the accessibility of the museum to all visitors is the next evolutionary step in achieving this mission. By making the museum’s exhibits more accessible, we honor Stevenson’s legacy of exploring universal themes of adventure, human resilience, and cultural understanding. This project ensures that everyone, regardless of background or ability, can engage with the museum and its educational offerings.

As we move forward with the development of these digital tours, we are committed to ensuring the project incorporates best practices in inclusivity. By doing so, we not only support the City’s immediate DEI initiatives but also contribute to its long-term vision of creating a more inclusive, empathetic, and just community.

ATTACHMENT 25
Agenda Item #13.2.

Page 526 of 604 ends

Describe your Project including objectives and goals, who and how many people will benefit, and explain how you will meet these goals within the deadline of June 30, 2026. Please provide a timeline for your Project.*
The Robert Louis Stevenson Museum Digital Tour Project (DTP) is designed to enhance the way visitors experience the museum by offering accessible, engaging, and dynamic digital tours. Through a collaboration with the tour company STQRY, the DTP will provide 3-5 interactive tours, including Spanish-language tours, audio-guided tours for visually impaired visitors, and director-led highlight tours. Additionally, digital tours will allow the museum to present exhibits and items that cannot be physically displayed due to fragility or space limitations.

Objectives and Goals:

The primary objectives of the project are:

1. Enhance Accessibility: The museum will offer Spanish-language tours and audio-guided tours to ensure accessibility for both Spanish-speaking visitors and those with visual impairments.

2. Engage Visitors with Curated Content: Specialized highlight tours, such as the Director’s Tour, will allow guests to explore specific, curated pieces from the museum’s collection in depth.

3. Expand the Visitor Experience: The digital tours will make it possible to showcase and interpret exhibits that cannot be physically displayed, offering a broader perspective on Robert Louis Stevenson’s life and legacy.

Beneficiaries:

We anticipate that all visitors to the RLS Museum who participate in the digital tour options will benefit from their availability.

Specifically, the targeted communities that this project will benefit:
• Visually Impaired Visitors: Audio-guided tours will help visually impaired visitors fully experience the museum's collections and exhibits. • Spanish-Speaking Visitors: Spanish-language tours will make the museum more inclusive for Spanish-speaking audiences. • General Visitors: Director-led highlight tours and thematic experiences will enrich the museum visit for a wider audience. • Museum Staff: The digital tours will support museum staff by enabling them to offer more personalized, interactive, and self-guided tours. This approach allows staff to focus on creating a more engaging and customized experience for visitors, while the digital tools provide additional layers of information and interaction. By leveraging the digital tours, staff can better manage visitor flow and ensure that guests have an enriching, hands-on experience, enhancing the overall effectiveness of the museum's educational programs.

Meeting Goals Within the Deadline:

To meet our deadline of June 30, 2026, we have outlined the following phased approach:
• Phase 1: Planning & Content Development (July – December 2025) During this phase, we will finalize the core digital tour offerings, including the Spanish-language tour, audio-guided tour, and Director’s Highlight Tour. Two additional rotating tours will be developed based on current exhibits, and tours will be optimized for both museum-provided tablets and personal devices (smartphones). • Phase 2: Spanish Tour & Audio Script Development (August – October 2025) The Spanish-language tour will be finalized, recorded, and made available to the public, along with the audio-guided tour. The audio script will be recorded by professional voice-over actor Dane McGraw, with the anticipated release in mid-October 2025. • Phase 3: Highlighted Tours Launch (October – November 2025) We will launch specialized highlight tours, including the Director’s Tour and a special tour for the 175th Anniversary of RLS Birth. • Phase 4: Evaluation & Final Adjustments (December 2025 – June 2026) After the launch, we will actively collect feedback via a post-tour survey provided at the end of each digital tour. This survey will gather insights into the visitor experience, allowing us to make real-time improvements. We will also assess user data to determine areas for future growth and refine the digital tours based on visitor needs.
• Phase 5: Future Tours Development (Early 2026)
In early 2026, we will assess the success of the initial tours and explore additional tour topics based on visitor interest. Potential new tours could include:
o Friends of Robert Louis Stevenson: Highlighting the important figures in Stevenson’s life. o The Artwork of Virgil and Dora Williams: Showcasing the artistic works inspired by RLS. o The Artwork of Dr. Jekyll and Mr. Hyde: Exploring various artistic interpretations of Stevenson’s famous novel. o California Landscapes: A tour examining the landscapes that influenced much of Stevenson’s work during his time in California.

Timeline
Phase 1 (July – December 2025)
Finalize primary and rotating tours, ensure content is available on both tablets and personal devices.

Phase 2 (August – October 2025)
Complete Spanish tour and audio recording, with release expected mid-October.

Phase 3 (October – November 2025)
Launch special highlight tours like the Director’s Tour and Fanny Stevenson Tour, available on tablets and smartphones.

Phase 4 (December 2025 – June 2026)
Gather visitor feedback via post-tour surveys and make improvements.

Phase 5 (2026-)
Introduce new thematic tours based on feedback, including niche subjects like California Landscapes and artwork interpretations.

ATTACHMENT 25
Agenda Item #13.2.

Page 527 of 604 ends

Please include a high-level description of the Project that you are requesting grant funding for. * The Vailima Foundation (dba Robert Louis Stevenson Museum) respectfully asks for support in the amount of $5,000.00 to fund the RLS Museum Digital Tour Project for the 2025-2026 grant period.

One of the greatest challenges museums face today is finding new and innovative ways to connect with diverse audiences. One of the most effective and accessible tools for achieving this goal is the inclusion of handheld digital technology, which significantly enhances visitor engagement and interaction. The RLS Museum Digital Tour Project will leverage this technology to create a series of interactive, digitally based tours that focus on a variety of subjects related to Robert Louis Stevenson.

These tours will not only enrich the visitor experience, but also ensure accessibility for all, regardless of language or physical differences.

By providing Spanish-language tours, audio-guided tours for visually impaired visitors, and director-led highlight tours, the project will allow the museum to engage a broader audience while offering a personalized and immersive way to explore Stevenson’s life and work. The digital tours will be accessible through both museumprovided tablets and visitors' personal smartphones, making it easy for guests to experience the content in a way that best suits their preferences.

Incorporating digital tours into the museum’s offerings will also allow us to continually update and create new content, ensuring that there is always something fresh for visitors to explore. This flexibility will provide visitors with a variety of experiences, giving them reasons to return to the museum again and again, discovering new insights and perspectives with each visit. The ability to rotate or update tours based on exhibits, themes, or anniversaries will keep the museum experience dynamic, engaging, and relevant to both new and returning guests.

The goal of the RLS Museum Digital Tour Project is to increase accessibility, provide deeper engagement with museum content, and ultimately create a more memorable and enriching experience for visitors of all backgrounds. With the support of this grant, we aim to bring Robert Louis Stevenson’s legacy to life in a dynamic, innovative, and accessible way.

Attachment 1: Grant Budget *
RLSM Digital Tour Project Budget.pdf
Attachment 2: Proof of Nonprofit Status*
Proofnonprofit.pdf
Attachment 3: Current Year's Operation Budget & Prior Year Actuals* RLSM Financials.pdf
Attachment 4: Listing of Grant Funding Received in the Last 12 Months (if applicable)
Choose File No file chosen
Attachment 5: Partnership Letter(s) (if applicable)
Choose File No file chosen
ATTACHMENT 25
Agenda Item #13.2.

Page 528 of 604 ends

Company/Contractor Service/Description Expense
STQRY Tour Software/Hosting See Application
Local & Native App - 2 years Subscription $ 2,485.20
Annual Native Support Fee $ 1,140.00
One-Time Start up fee $ 995.00
Dane Fox-McGraw Voice Over Services $ 250.00
Samsung Solid State Drive $ 100.00
Promotion Promotion $ 29.80
TOTAL $ 5,000.00
ATTACHMENT 25
Agenda Item #13.2.

Page 529 of 604 ends

ATTACHMENT 25
Agenda Item #13.2.

Page 530 of 604 ends

Jan - Dec 25
Ordinary Income/Expense
Income
Development Income
Donations
Annual Fund 1,531.80
Board Donations 1,000.00
Corporate Donations 57.96
Individual Donations 1,010.00
Total Donations 3,599.76
Events
Clif Lede Tasting 0.00
Event Revenue
Cocktails & Collection 0.00
Offsite Events
Harvest Festival 0.00
Total Offsite Events 0.00
Stevenson Poetry Night 0.00
Treasure Hunt 0.00
Total Event Revenue 0.00
Lectures 0.00
Peter Michael Winery Tasting 0.00
Schramsberg Tasting 0.00
Summer Scottish Fling 0.00
Whiskey Tasting 0.00
Total Events 0.00
Grants
Foundation Grants 0.00
Government Grants 0.00
Total Grants 0.00
Total Development Income 3,599.76
Dividends 0.00
Gift Shop
Book & Card Sales - Resale 0.00
Book & Card Sales - Retail 111.24
Total Gift Shop 111.24
Interest 0.00
Museum Sponsorship 0.00
Research Fees 0.00
Total Income 3,711.00
Cost of Goods Sold
Cost of Books 0.00
Inventory Adjustment 0.00
Total COGS 0.00
Gross Profit 3,711.00
3:28 PM Robert Louis Stevenson Museum
02/28/25 Profit & Loss Budget vs. Actual
Accrual Basis January through December 2025

Page 1 ends

ATTACHMENT 25
Agenda Item #13.2.

Page 531 of 604 ends

Jan - Dec 25
Expense
Administrative Expenses
Computer Services 167.93
Credit Card Fees 49.18
Federal Excise Tax 0.00
Insurance 0.00
Internet & Phone 92.70
Legal & Accounting 1,200.00
Membership Dues & Subscriptions 0.00
Office Supplies 0.00
Payroll Processing Fees 141.41
Payroll Tax 2,772.35
PO Box 0.00
Postage 0.00
Repairs & Maintenance 0.00
Salaries 8,121.83
Security
AT&T Alarm Line 156.05
Napa Fire Equipment 0.00
Security - Other 0.00
Total Security 156.05
Storage 190.00
Taxes & Licenses 0.00
Utilities - Gas and Electric 1,404.72
Utilities - Water and Sewage 406.88
Administrative Expenses - Other 88.75
Total Administrative Expenses 14,791.80
Collections
Appraisals 0.00
Cataloging 475.00
Materials 0.00
Total Collections 475.00
Depreciation 0.00
Development
Annual Fund 0.00
Total Development 0.00
Events
Clif Lede Tasting 0.00
Cocktails & Collections 0.00
Lectures 78.45
Peter Michael Winery Tasting 0.00
Stevenson Poetry Night 29.23
Summer Scottish Fling 0.00
Treasure Hunt 0.00
Victorian Holiday Party 0.00
Whiskey Tasting 0.00
Events - Other 0.00
Total Events 107.68
Grant Spending 0.00
Investment Expenses 0.00
Marketing/Communications
Awards/Rewards 0.00
3:28 PM Robert Louis Stevenson Museum
02/28/25 Profit & Loss Budget vs. Actual
Accrual Basis January through December 2025

Page 2 ends

ATTACHMENT 25
Agenda Item #13.2.

Page 532 of 604 ends

Jan - Dec 25
Print Advertising & Promotion 0.00
Social Media Promotion 0.00
Website - Maintenance 0.00
Marketing/Communications - Other 52.19
Total Marketing/Communications 52.19
Total Expense 15,426.67
Net Ordinary Income -11,715.67
Other Income/Expense
Other Income
Gain (Loss) Sale of Investments 0.00
Unrealized Gain (Loss) CY 0.00
Total Other Income 0.00
Net Other Income 0.00
Net Income -11,715.67
3:28 PM Robert Louis Stevenson Museum
02/28/25 Profit & Loss Budget vs. Actual
Accrual Basis January through December 2025

Page 3 ends

ATTACHMENT 25
Agenda Item #13.2.

Page 533 of 604 ends

Budget
Ordinary Income/Expense
Income
Development Income
Donations
Annual Fund 30,000.00
Board Donations 8,000.00
Corporate Donations 1,000.00
Individual Donations 5,000.00
Total Donations 44,000.00
Events
Clif Lede Tasting 1,000.00
Event Revenue
Cocktails & Collection 2,000.00
Offsite Events
Harvest Festival 50.00
Total Offsite Events 50.00
Stevenson Poetry Night 150.00
Treasure Hunt 150.00
Total Event Revenue 2,350.00
Lectures 100.00
Peter Michael Winery Tasting 1,000.00
Schramsberg Tasting 5,000.00
Summer Scottish Fling 5,000.00
Whiskey Tasting 4,000.00
Total Events 18,450.00
Grants
Foundation Grants 20,000.00
Government Grants 12,500.00
Total Grants 32,500.00
Total Development Income 94,950.00
Dividends 21,792.25
Gift Shop
Book & Card Sales - Resale 2,400.00
Book & Card Sales - Retail 1,550.00
Total Gift Shop 3,950.00
Interest 0.00
Museum Sponsorship 13,500.00
Research Fees 300.00
Total Income 134,492.25
Cost of Goods Sold
Cost of Books 250.00
Inventory Adjustment 0.00
Total COGS 250.00
Gross Profit 134,242.25
3:28 PM Robert Louis Stevenson Museum
02/28/25 Profit & Loss Budget vs. Actual
Accrual Basis January through December 2025

Page 4 ends

ATTACHMENT 25
Agenda Item #13.2.

Page 534 of 604 ends

Budget
Expense
Administrative Expenses
Computer Services 420.00
Credit Card Fees 0.00
Federal Excise Tax 255.00
Insurance 6,800.00
Internet & Phone 1,200.00
Legal & Accounting 5,000.00
Membership Dues & Subscriptions 357.00
Office Supplies 30.00
Payroll Processing Fees 960.00
Payroll Tax 4,800.00
PO Box 200.00
Postage 200.00
Repairs & Maintenance 75.00
Salaries 87,579.96
Security
AT&T Alarm Line 387.53
Napa Fire Equipment 650.00
Security - Other 75.00
Total Security 1,112.53
Storage 2,280.00
Taxes & Licenses 70.00
Utilities - Gas and Electric 4,800.00
Utilities - Water and Sewage 1,950.00
Administrative Expenses - Other
Total Administrative Expenses 118,089.49
Collections
Appraisals 0.00
Cataloging 475.00
Materials 500.00
Total Collections 975.00
Depreciation 0.00
Development
Annual Fund 1,200.00
Total Development 1,200.00
Events
Clif Lede Tasting 250.00
Cocktails & Collections 700.00
Lectures
Peter Michael Winery Tasting 250.00
Stevenson Poetry Night 150.00
Summer Scottish Fling 2,500.00
Treasure Hunt 100.00
Victorian Holiday Party 100.00
Whiskey Tasting 4,000.00
Events - Other 0.00
Total Events 8,050.00
Grant Spending 32,500.00
Investment Expenses 8,151.92
Marketing/Communications
Awards/Rewards 120.00
3:28 PM Robert Louis Stevenson Museum
02/28/25 Profit & Loss Budget vs. Actual
Accrual Basis January through December 2025

Page 5 ends

ATTACHMENT 25
Agenda Item #13.2.

Page 535 of 604 ends

Budget
Print Advertising & Promotion 200.00
Social Media Promotion 150.00
Website - Maintenance 285.00
Marketing/Communications - Other 3,300.00
Total Marketing/Communications 4,055.00
Total Expense 173,021.41
Net Ordinary Income -38,779.16
Other Income/Expense
Other Income
Gain (Loss) Sale of Investments 4,481.95
Unrealized Gain (Loss) CY 85,478.98
Total Other Income 89,960.93
Net Other Income 89,960.93
Net Income 51,181.77
3:28 PM Robert Louis Stevenson Museum
02/28/25 Profit & Loss Budget vs. Actual
Accrual Basis January through December 2025

Page 6 ends

ATTACHMENT 25
Agenda Item #13.2.

Page 536 of 604 ends

$ Over Budget
Ordinary Income/Expense
Income
Development Income
Donations
Annual Fund -28,468.20
Board Donations -7,000.00
Corporate Donations -942.04
Individual Donations -3,990.00
Total Donations -40,400.24
Events
Clif Lede Tasting -1,000.00
Event Revenue
Cocktails & Collection -2,000.00
Offsite Events
Harvest Festival -50.00
Total Offsite Events -50.00
Stevenson Poetry Night -150.00
Treasure Hunt -150.00
Total Event Revenue -2,350.00
Lectures -100.00
Peter Michael Winery Tasting -1,000.00
Schramsberg Tasting -5,000.00
Summer Scottish Fling -5,000.00
Whiskey Tasting -4,000.00
Total Events -18,450.00
Grants
Foundation Grants -20,000.00
Government Grants -12,500.00
Total Grants -32,500.00
Total Development Income -91,350.24
Dividends -21,792.25
Gift Shop
Book & Card Sales - Resale -2,400.00
Book & Card Sales - Retail -1,438.76
Total Gift Shop -3,838.76
Interest 0.00
Museum Sponsorship -13,500.00
Research Fees -300.00
Total Income -130,781.25
Cost of Goods Sold
Cost of Books -250.00
Inventory Adjustment 0.00
Total COGS -250.00
Gross Profit -130,531.25
3:28 PM Robert Louis Stevenson Museum
02/28/25 Profit & Loss Budget vs. Actual
Accrual Basis January through December 2025

Page 7 ends

ATTACHMENT 25
Agenda Item #13.2.

Page 537 of 604 ends

$ Over Budget
Expense
Administrative Expenses
Computer Services -252.07
Credit Card Fees 49.18
Federal Excise Tax -255.00
Insurance -6,800.00
Internet & Phone -1,107.30
Legal & Accounting -3,800.00
Membership Dues & Subscriptions -357.00
Office Supplies -30.00
Payroll Processing Fees -818.59
Payroll Tax -2,027.65
PO Box -200.00
Postage -200.00
Repairs & Maintenance -75.00
Salaries -79,458.13
Security
AT&T Alarm Line -231.48
Napa Fire Equipment -650.00
Security - Other -75.00
Total Security -956.48
Storage -2,090.00
Taxes & Licenses -70.00
Utilities - Gas and Electric -3,395.28
Utilities - Water and Sewage -1,543.12
Administrative Expenses - Other
Total Administrative Expenses -103,297.69
Collections
Appraisals 0.00
Cataloging 0.00
Materials -500.00
Total Collections -500.00
Depreciation 0.00
Development
Annual Fund -1,200.00
Total Development -1,200.00
Events
Clif Lede Tasting -250.00
Cocktails & Collections -700.00
Lectures
Peter Michael Winery Tasting -250.00
Stevenson Poetry Night -120.77
Summer Scottish Fling -2,500.00
Treasure Hunt -100.00
Victorian Holiday Party -100.00
Whiskey Tasting -4,000.00
Events - Other 0.00
Total Events -7,942.32
Grant Spending -32,500.00
Investment Expenses -8,151.92
Marketing/Communications
Awards/Rewards -120.00
3:28 PM Robert Louis Stevenson Museum
02/28/25 Profit & Loss Budget vs. Actual
Accrual Basis January through December 2025

Page 8 ends

ATTACHMENT 25
Agenda Item #13.2.

Page 538 of 604 ends

$ Over Budget
Print Advertising & Promotion -200.00
Social Media Promotion -150.00
Website - Maintenance -285.00
Marketing/Communications - Other -3,247.81
Total Marketing/Communications -4,002.81
Total Expense -157,594.74
Net Ordinary Income 27,063.49
Other Income/Expense
Other Income
Gain (Loss) Sale of Investments -4,481.95
Unrealized Gain (Loss) CY -85,478.98
Total Other Income -89,960.93
Net Other Income -89,960.93
Net Income -62,897.44
3:28 PM Robert Louis Stevenson Museum
02/28/25 Profit & Loss Budget vs. Actual
Accrual Basis January through December 2025

Page 9 ends

ATTACHMENT 25
Agenda Item #13.2.

Page 539 of 604 ends

% of Budget
Ordinary Income/Expense
Income
Development Income
Donations
Annual Fund 5.1%
Board Donations 12.5%
Corporate Donations 5.8%
Individual Donations 20.2%
Total Donations 8.2%
Events
Clif Lede Tasting 0.0%
Event Revenue
Cocktails & Collection 0.0%
Offsite Events
Harvest Festival 0.0%
Total Offsite Events 0.0%
Stevenson Poetry Night 0.0%
Treasure Hunt 0.0%
Total Event Revenue 0.0%
Lectures 0.0%
Peter Michael Winery Tasting 0.0%
Schramsberg Tasting 0.0%
Summer Scottish Fling 0.0%
Whiskey Tasting 0.0%
Total Events 0.0%
Grants
Foundation Grants 0.0%
Government Grants 0.0%
Total Grants 0.0%
Total Development Income 3.8%
Dividends 0.0%
Gift Shop
Book & Card Sales - Resale 0.0%
Book & Card Sales - Retail 7.2%
Total Gift Shop 2.8%
Interest 0.0%
Museum Sponsorship 0.0%
Research Fees 0.0%
Total Income 2.8%
Cost of Goods Sold
Cost of Books 0.0%
Inventory Adjustment 0.0%
Total COGS 0.0%
Gross Profit 2.8%
3:28 PM Robert Louis Stevenson Museum
02/28/25 Profit & Loss Budget vs. Actual
Accrual Basis January through December 2025

Page 10 ends

ATTACHMENT 25
Agenda Item #13.2.

Page 540 of 604 ends

% of Budget
Expense
Administrative Expenses
Computer Services 40.0%
Credit Card Fees 100.0%
Federal Excise Tax 0.0%
Insurance 0.0%
Internet & Phone 7.7%
Legal & Accounting 24.0%
Membership Dues & Subscriptions 0.0%
Office Supplies 0.0%
Payroll Processing Fees 14.7%
Payroll Tax 57.8%
PO Box 0.0%
Postage 0.0%
Repairs & Maintenance 0.0%
Salaries 9.3%
Security
AT&T Alarm Line 40.3%
Napa Fire Equipment 0.0%
Security - Other 0.0%
Total Security 14.0%
Storage 8.3%
Taxes & Licenses 0.0%
Utilities - Gas and Electric 29.3%
Utilities - Water and Sewage 20.9%
Administrative Expenses - Other
Total Administrative Expenses 12.5%
Collections
Appraisals 0.0%
Cataloging 100.0%
Materials 0.0%
Total Collections 48.7%
Depreciation 0.0%
Development
Annual Fund 0.0%
Total Development 0.0%
Events
Clif Lede Tasting 0.0%
Cocktails & Collections 0.0%
Lectures
Peter Michael Winery Tasting 0.0%
Stevenson Poetry Night 19.5%
Summer Scottish Fling 0.0%
Treasure Hunt 0.0%
Victorian Holiday Party 0.0%
Whiskey Tasting 0.0%
Events - Other 0.0%
Total Events 1.3%
Grant Spending 0.0%
Investment Expenses 0.0%
Marketing/Communications
Awards/Rewards 0.0%
3:28 PM Robert Louis Stevenson Museum
02/28/25 Profit & Loss Budget vs. Actual
Accrual Basis January through December 2025

Page 11 ends

ATTACHMENT 25
Agenda Item #13.2.

Page 541 of 604 ends

% of Budget
Print Advertising & Promotion 0.0%
Social Media Promotion 0.0%
Website - Maintenance 0.0%
Marketing/Communications - Other 1.6%
Total Marketing/Communications 1.3%
Total Expense 8.9%
Net Ordinary Income 30.2%
Other Income/Expense
Other Income
Gain (Loss) Sale of Investments 0.0%
Unrealized Gain (Loss) CY 0.0%
Total Other Income 0.0%
Net Other Income 0.0%
Net Income -22.9%
3:28 PM Robert Louis Stevenson Museum
02/28/25 Profit & Loss Budget vs. Actual
Accrual Basis January through December 2025

Page 12 ends

ATTACHMENT 25
Agenda Item #13.2.

Page 542 of 604 ends

Dec 31, 24 Dec 31, 23
ASSETS
Current Assets
Checking/Savings
Cash in Bank - Checking 49,622.84 14,320.90
Cash in Bank - Savings 3,592.68 2,592.32
M L Cash - Endowment Fund 10,851.97 18,613.73
M L Cash - Operating 557.03 14,706.77
Petty Cash 100.00 100.00
Total Checking/Savings 64,724.52 50,333.72
Other Current Assets
Inventory 6,350.02 8,306.84
M L Investments - Endowment 772,856.59 810,624.21
Total Other Current Assets 779,206.61 818,931.05
Total Current Assets 843,931.13 869,264.77
Fixed Assets
Accumulated Depreciation -38,610.00 -37,851.00
Computer Equipment 3,926.61 3,926.61
Leasehold Improvements 23,514.33 23,514.33
Office Furniture & Equipment 15,428.24 15,428.24
Total Fixed Assets 4,259.18 5,018.18
Other Assets
Organization Costs 1,014.50 1,014.50
Total Other Assets 1,014.50 1,014.50
TOTAL ASSETS 849,204.81 875,297.45

LIABILITIES & EQUITY
Liabilities
Current Liabilities
Other Current Liabilities
Other Taxes Payable 160.00 -569.00
Sales Tax Payable 126.00 90.00
Total Other Current Liabilities 286.00 -479.00
Total Current Liabilities 286.00 -479.00
Total Liabilities 286.00 -479.00
Equity
Fund Equity 848,918.81 875,776.45
Retained Earnings 26,857.64 -1,698.93
Net Income -26,857.64 1,698.93
Total Equity 848,918.81 875,776.45
TOTAL LIABILITIES & EQUITY 849,204.81 875,297.45
12:10 PM Robert Louis Stevenson Museum
01/31/25 Balance Sheet
Cash Basis As of December 31, 2024

Page 1 ends

ATTACHMENT 25
Agenda Item #13.2.

Page 543 of 604 ends

Jan - Dec 24 Jan - Dec 23
Ordinary Income/Expense
Income
Development Income
Donations
Annual Fund 21,130.30 15,620.00
Board Donations 1,300.00 2,650.00
Corporate Donations 492.00 325.96
Individual Donations 4,650.82 4,595.50
Total Donations 27,573.12 23,191.46
Events
Whiskey Tasting 0.00 2,146.70
Total Events 0.00 2,146.70
Grants
Government Grants 0.00 5,000.00
Total Grants 0.00 5,000.00
Total Development Income 27,573.12 30,338.16
Dividends 22,997.43 21,792.25
Gift Shop
Book & Card Sales - Resale 2,960.00 2,400.00
Book & Card Sales - Retail 1,533.96 1,078.36
Total Gift Shop 4,493.96 3,478.36
Interest 354.54 195.25
Other Income 206.23 0.00
Research Fees 100.00 200.00
Total Income 55,725.28 56,004.02
Cost of Goods Sold
Cost of Books 1,320.98 108.25
Inventory Adjustment 1,956.82 2,198.07
Total COGS 3,277.80 2,306.32
Gross Profit 52,447.48 53,697.70
Expense
Administrative Expenses
Bank Fee 30.00 0.00
Computer Services 1,058.82 1,394.98
Credit Card Fees 134.55 56.06
Federal Excise Tax 729.00 255.00
Insurance 6,950.00 6,809.00
Internet & Phone 1,108.88 1,381.34
Legal & Accounting 5,000.00 5,000.00
Meetings 10.00 0.00
Membership Dues & Subscriptions 250.00 357.00
Office Supplies 960.03 594.78
Payroll Processing Fees 1,133.80 1,098.81
12:09 PM Robert Louis Stevenson Museum
01/31/25 Profit & Loss
Cash Basis January through December 2024

Page 1 ends

ATTACHMENT 25
Agenda Item #13.2.

Page 544 of 604 ends

Jan - Dec 24 Jan - Dec 23
Payroll Tax 6,517.63 6,919.34
PO Box 200.00 194.00
Postage 0.00 26.46
Repairs & Maintenance 83.00 75.00
Salaries 90,753.36 90,448.72
Security
AT&T Alarm Line 378.70 387.53
Napa Fire Equipment 0.00 650.00
Security - Other 850.04 75.00
Total Security 1,228.74 1,112.53
Storage 2,280.00 2,255.00
Taxes & Licenses 70.00 70.00
Utilities - Gas and Electric 3,446.87 4,794.02
Utilities - Water and Sewage 2,357.80 1,968.31
Total Administrative Expenses 124,302.48 124,810.35
Collections
Appraisals 0.00 500.00
Cataloging 475.00 380.00
Materials 217.94 392.32
Collections - Other 5.48 0.00
Total Collections 698.42 1,272.32
Depreciation 759.00 1,063.00
Development
Annual Fund 1,239.32 995.13
Total Development 1,239.32 995.13
Events
Christmas with Pamela McColl 53.29 0.00
Lectures 234.94 0.00
Stevenson Poetry Night 150.98 46.93
Treasure Hunt 90.03 0.00
Whiskey Tasting 0.00 2,204.43
Events - Other 0.00 43.72
Total Events 529.24 2,295.08
Investment Expenses 8,335.84 8,151.92
Marketing/Communications
Awards/Rewards 40.93 0.00
Social Media Promotion 0.00 40.00
Website - Maintenance 245.00 31.90
Marketing/Communications - Other 3,450.00 3,300.00
Total Marketing/Communications 3,735.93 3,371.90
12:09 PM Robert Louis Stevenson Museum
01/31/25 Profit & Loss
Cash Basis January through December 2024

Page 2 ends

ATTACHMENT 25
Agenda Item #13.2.

Page 545 of 604 ends

Jan - Dec 24 Jan - Dec 23
Programs / Education
Lectures 10.00 0.00
Total Programs / Education 10.00 0.00
Total Expense 139,610.23 141,959.70
Net Ordinary Income -87,162.75 -88,262.00
Other Income/Expense
Other Income
Gain (Loss) Sale of Investments 37,451.87 4,481.95
Unrealized Gain (Loss) CY 22,853.24 85,478.98
Total Other Income 60,305.11 89,960.93
Net Other Income 60,305.11 89,960.93
Net Income -26,857.64 1,698.93
12:09 PM Robert Louis Stevenson Museum
01/31/25 Profit & Loss
Cash Basis January through December 2024

Page 3 ends

ATTACHMENT 25
Agenda Item #13.2.

Page 546 of 604 ends

Print
Organization Name*
We Care Animal Rescue
Please enter your organization name so we can match your application to your attachments.

Contact Person for Questions (Name/Title)*
Ashley Armstrong
Contact Person Phone Number*
(707) 963-7044
Contact Person Email Address*
[email protected]
Organization Phone Number*
(707) 963-7044
Organization Mailing Address*
1345 Charter Oak Avenue, St. Helena, CA 94574
Organization Physical Address*
1345 Charter Oak Avenue, St. Helena, CA 94574
Federal Tax ID Number and Status*
501c3, 94-2864103
How Long Has Organization Served Community (Years & Months)* 43 years
Project Name*
Pet Food Pantry for Low-Income St. Helena Pet Owners
Requested Grant Amount*
$7,500
2025-2026 Nonprofit Community Enrichment Program Application for Requests $5,001 and Above - Submission #222 Date Submitted: 2/19/2025
ATTACHMENT 26
Agenda Item #13.2.

Page 547 of 604 ends

Do You Have Matching Funds?*
No
Please List Any Matching Funds and Sources
N/A
Total Project Cost*
$7,500
Describe how your Project ties to the City’s Goals, Mission/Vision or funding philosophy.* We Care Animal Rescue requests a $7,500 grant to fund our Pet Food Pantry for a full year. Our project aligns with the city’s priority to enhance the quality of life for residents, including diverse low-income residents and low-income seniors.

With City of St. Helena funding, We Care can expand its current volunteer-run Pet Food Pantry program by purchasing food for distribution, along with other necessary items for pet owners, including flea medication, dog crates, and cat litter.

Currently, our pantry relies entirely on occasional donations from community members and pet food stores, meaning that what we can offer low-income residents is not as reliable or as robust as we want to offer, or as robust as these owners need. We also can’t accommodate owners whose pets are elderly or on a restricted diet and in need of specialty pet food—which is often much more costly than regular pet food, leaving owners with the dilemma of caring for their pet’s needs, or taking care of their own needs for food, medication, and heat in the winter. (In our experience: owners tend to choose their pet’s needs over their own.) With steady funding for a year, we can build the program, serve more St. Helena residents, and help make sure that pet owners can continue to enjoy the love and companionship of their pets. As many as 85% of the people who come to our pantry are seniors on limited incomes whose pets are, often, their lifeline. It’s amazing to see the difference that a bag of food can make in someone’s life with their pet, and we are happy to provide that stability to people in need.

We Care has been a St. Helena fixture since our founding in 1982. Our mission is to improve the quality of life for companion animals in Napa Valley by providing shelter, compassionate care and community resources. Originally a cat sanctuary, we began a cat adoption program in 2022, and in 2024, we took on a contract with the St. Helena Police Department to manage the city’s growing problem with stray dogs. Under this contract, we take in all stray dogs in the city, house them, try to find their owners through microchipping and social media, and adopt out dogs whose owners can’t be located. We have also launched the city’s first-ever dog licensing program.

Describe your Project including objectives and goals, and explain how you will meet these goals within the deadline of June 30, 2026. Please provide a timeline for your project.*
During the one-year grant period from July 1, 2025 to June 30, 2026, We Care’s Pet Food Pantry will:
● Distribute 5,000 pounds of pet food over the course of 12 months ● And distribute other pet-related items, such as crates, leashes, flea medication, and litter ● Serving 30 low-income St. Helena residents each month, with a goal of providing them with at least half the pet food they need for a month.

Our volunteer-run Pet Food Pantry is already up and running. We will make plans to expand it once we get the notice of award, and will be ready to offer expanded services starting in July.

Describe who will benefit from this Project and estimate how many people your proposal may impact.* While our Pet Food Pantry is open to Napa residents who don’t reside in St. Helena, the vast majority of pet owners who use the pantry are St. Helena residents, and City of St. Helena funds will only be used to purchase food and other items for St. Helena residents. We estimate that the expanded pantry will serve 30 St.

Helena residents monthly.

Describe the community support for your project.*
Our Pet Food Pantry is an all-volunteer effort, overseen by We Care’s small professional staff. Volunteers acquire food for distribution, set up the pantry, handle the distributions, and clean up afterward.

We have broad community support. We receive annual donations of all amounts from animal lovers, adopters, and families. We are active members of the Chamber of Commerce and enjoy the support of local businesses along Main Street in St. Helena. Local foundations like the Napa Valley Community Foundation also support our shelter. We rely on dozens of dedicated community volunteers to help out at our shelter, foster animals in their homes, and pitch in for fundraising events.

N/A
ATTACHMENT 26
Agenda Item #13.2.

Page 548 of 604 ends

Please describe how your application in your organization incorporates the principles of a diversity, equity and inclusion. If your organization does have a specific equity focus, it doesn't make you in eligible or less competitive.* Our Pet Food Pantry supports a diverse St. Helena by helping our low-income residents enjoy the life-affirming benefits of having a pet. We don’t require proof of income—it’s honor system, and we respect people’s dignity—and we don’t track immigration status. At our pantry, all are welcome, united by a love of animals.

Attachment 1: Grant Budget*
We Care Grant Budget.pdf
Attachment 2: Proof of Nonprofit Status*
We Care 501c3 Letter.pdf
Attachment 3: Current Year's Operation Budget & Prior Year Actuals* We Care 2024 Actual 2025 Budget.pdf
Attachment 4: Listing of Grant Funding Received in the Last 12 Months (if applicable)
We Care Grants Recieved.pdf
Attachment 5: Partnership Letter(s) (if applicable)
Choose File No file chosen
ATTACHMENT 26
Agenda Item #13.2.

Page 549 of 604 ends

Pet Food Panty Budget - We Care Animal Rescue
Item Price Amount Notes Total
Meow Mix 16 pound cat food $9.99 50 $499.50
Friskies Canned Cat Food Case of 24 $19.81 50 $990.50
Purina Dog Chow 40 pound $25.99 50 $1,299.50
Iams Canned Dog Food Case of 12 $23.57 50 $1,178.50
Seresto Collars for small dogs $53.01 20 Flea prevention for 8 months $1,060.20 Seresto Collars for large dogs $53.01 20 Flea prevention for 8 months $1,060.20 Seresto Collars for cats $53.01 20 Flea prevention for 8 months $1,060.20 Various leashes and collars $350 20 $350.00
$7,498.60
ATTACHMENT 26
Agenda Item #13.2.

Page 550 of 604 ends

ATTACHMENT 26
Agenda Item #13.2.

Page 551 of 604 ends

ATTACHMENT 26
Agenda Item #13.2.

Page 552 of 604 ends

WE CARE 2025 BUDGET 2024
Actual 2025 Budget
Income
4100 Donations
4110 Ordinary Donations 146,590 120,200
4120 Donation Boxes 3,474 3,600
4200 Trusts
4232 Merrill Trust Fund 56,380 52,200
4236 Partrick Trust 60,716 65,000
4237 Hangman / Jitner Note 56,650 58,000
4300 Grants
4400 Events
4500 Direct Mail Appeals
4610 Interest Income
4700 Fees Charged
4710 Adoption Fees 1,170 6,000
4730 Dog License Fees - 2,400
4740 Police Contract 12,320 20,400
4900 Other Income -
584,236 625,700
449,731 430,991
6100 Animals
6125 Spay/Neuter 11,582 11,680
6126 Veterinary Services 39,090 90,000
6127 Medical Equipment & Supplies 8,707 8,020
150,065 123,800
173,747 175,200
30,000 56,400
2,451 7,500
75,386 90,000
139,097 144,000
13,490 28,800
-
Shelter Expenses
126,689 169,052
Total Revenues
ATTACHMENT 26
Agenda Item #13.2.

Page 553 of 604 ends

WE CARE 2025 BUDGET 2024
Actual 2025 Budget
6128 Medications 14,276 14,990
6132 Food 29,792 27,000
6133 Food Prescription Diets 10,182 9,460
6136 Litter 6,888 4,540
6140 Microchip 1,887 2,810
6144 Cremation 2,882 252
6180 Enrichment Supplies 1,404 300
6300 Pets In Need Program
6324 Emergency Medical Grant 8,800 9,570
6326 Community Spay/Neuter 900 900
6332 Community Food 3,000 3,000
6350 Community Wellness Clinic 1,500 1,500
6312 Other 504 504
6400 Shelter Infrastructure
6420 Repairs & Maintenance
6422 Repair & Maintenance - Paid Time 2,468 2,401
6424 Repair & Maintenance - Supplies 4,916 2,400
6430 Shelter Supplies 10,115 9,609
6440 Trailer and Van Expenses 2,326 1,260
6493 Utilities 28,658 30,600
6494 Property Taxes 131 133
6500 Shelter Staff
6510 Wages Animal Care Specialists 199,613 94,485
6512 Wages Senior Staff Leads 76 -
6514 Benefits 19,338 9,127
6518 Staff Employer Payroll Taxes 17,690 8,370
6519 Employee Morale and Recreation 951 1,500
6520 Reimbursements 3,962 3,002
6524 Insurance-Workers Comp. 15,176 19,593
14,704 15,474
48,614 46,403
259,723 200,061
ATTACHMENT 26
Agenda Item #13.2.

Page 554 of 604 ends

WE CARE 2025 BUDGET 2024
Actual 2025 Budget
6526 Uniforms - 1,200
6528 Employee Recruiting 1,330 1,800
6530 Training and Education 1,013 17,550
6560 Volunteer Program 575 43,435
261,402
7100 Organizational Compensation
7110 ED Wages 115,531 120,732
7111 Admin Wages 37,289 39,620
7114 Benefits 360 378
7118 Org Employer Payroll Taxes 16,946 17,780
7124 Insurance-Workers Comp. - -
7200 Professional Services
7210 Accounting 11,412 2,000
7220 Bookkeeping 10,213 8,400
7230 Legal 7,686 -
7240 Web Site 4,939 4,360
7250 Human Resources 11,694 6,996
7260 Development 12,338 16,800
7300 Office
7400 Fees and Charges
7407 UBS Fees 350 -
7416 Bank Service Charge 12 156
7433 Licenses, Permits & Fees 315 480
7492 State Sales Tax 21 96
7500 Insurance
Organizational Expenses 274,396
170,125 178,510
59,655 49,681
1,374 11,125
698 732
10,753 16,790
ATTACHMENT 26
Agenda Item #13.2.

Page 555 of 604 ends

WE CARE 2025 BUDGET 2024
Actual 2025 Budget
7600 Software
8000 Development Expenses
8100 Advertising 5,298 804
8300 Outreach - 204
8400 Events 907 3,000
8500 Direct Mail 3,693 5,400
711,133
Non-Ordinary / Non-Recurring
9100 Non-Ordinary Income
9131 Facility Renovation - Capital Campaign - 110,000 9200 Non-Ordinary / Non-Recurring Expenses - 450,383
9220 Executive-Level Recruitment - -
9230 Infrastructure - -
9231 Facility Renovation - 446,883
9290 Equipment - 3,500
8,156 8,150
9,898 9,408
(126,897) (79,686)
(126,897) (420,070)
Shelter and Organizational Expenses
Net Operating Income (loss)
Net Cash Flows
705,386
ATTACHMENT 26
Agenda Item #13.2.

Page 556 of 604 ends

Grants Recieved
Date Funder Amount
02/04/2025 Lil Bubs Big Fund $3,500
12/11/2024 Glide Foundation $5,000
10/22/2024 Prairie Foundation $10,000
09/25/24 Community Projects $10,000
3/21/2024 The David and Jane Gotelli Family Fund $60,000 *paid over 2 years ATTACHMENT 26
Agenda Item #13.2.

Page 557 of 604 ends

NON‐PROFIT GRANT FUNDING AGREEMENT BETWEEN THE CITY OF ST. HELENA AND __________________________
THIS NON‐PROFIT GRANT FUNDING AGREEMENT (“Agreement”) is made and entered onto on July 1, 2025 (“Effective Date”) by and between the City of St. Helena, a municipal corporation located in the County of Napa, State of California (“City”), and _____________________________, a California Non‐Profit Corporation (“Organization”). The City and Organization are sometimes hereinafter referred to collectively as the “Parties”.

RECITALS
A. City seeks to provide grant funding to the Organization for programmatic expenses supporting the Organization.

B. Pursuant to City Council Resolution No. 2018‐150, Program grants may be awarded to nonprofit agencies that promote the City’s mission and goals and provide direct programs, projects or services to St. Helena residents.

C. Organization represents it is recognized by the Internal Revenue Service 501[c][3] nonprofit organization.

D. City and Organization have previously entered into similar agreements under the Non‐Profit Grant Program and, per Resolution No. 2022‐2, the City Council expressed a desire to amend the funding criteria for the Organization to allocate funding outside of the Non‐Profit Grant Program due to the fundamental services provided to the St. Helena community.

THEREFORE, for the consideration hereinafter specified, the Parties agree as follows:

1. FUNDING

1.1 City has approved grant funding for the Organization in the amount of Thirty Thousand Dollars ($30,000) per fiscal year for the next three fiscal years as follows: 2025‐26, 2026‐ 27, 2027‐28.

1.2 The obligations and liability of the City pursuant to this Agreement are restricted solely to the payment of the funding. The Organization assumes full financial responsibility for delivery of the Project.

1.3 The Organization acknowledges that it is liable for the full amount of the City funding, and it will be bound to the terms of this Agreement.

2. USE OF FUNDING

2.1 Funding will be used by the Organization for the purpose described in Exhibit “A” Project Details, (the “Project”) and for no other purpose without prior written consent of the City.

ATTACHMENT 27
Agenda Item #13.2.

Page 558 of 604 ends

2.2 Project details outlined in Exhibit A which commenced prior to the date of the Agreement will be considered ineligible for funding unless approved by the City.

3. REPORTING

3.1 A final report shall by due to the City no later than July 31st. The final report shall include a detailed description of how the goals outlined in Exhibit A were met and provide an explanation with measurable outcomes.

3.2 If the initiative will not be completed by June 30th of the funding year, and Organization wishes to request an extension, a request must be submitted to the City by April 30th.

Extensions are at the sole discretion of the City. The Organization will be notified in writing of an extension granted to the reporting deadline.

3.3 The City shall reserve the right to use the results of this Funding Program for promotional or reporting purposes.

4. PAYMENT OF THE GRANT

4.1 City will pay the Organization the annual sum of THIRTY THOUSAND ($30,000) in a lump sum amount. Organization shallsubmit an invoice on July 1st to the City to initiate payment, which will be processed within a reasonable timeframe once invoice is received from the Organization.

5. TERMINATION

5.1 This Agreement shall expire on June 30, 2028, or earlier in the event of termination pursuant to this Agreement.

5.2 The City may terminate this Agreement immediately if the Organization:
a. ceases to exist or function as a non‐profit organization; b. fails to use the funding in accordance with Section 2; or c. default in the performance of any of its obligations of under this Agreement

5.3 Should this Agreement be terminated pursuant to Section 5, a final report will determine the final payment to either party, as required.

5.4 If the Organization’s financial information discloses a surplus in the grant funded services, program, event, or project, within 90 days of the City’s demand, the eligible non‐profit organization shall repay any surplus in excess of 5% or $2,500 whichever is less.

Agenda Item #13.2.

Page 559 of 604 ends

6. RECORD KEEPING

6.1 The City may audit all financial and related records associated with the terms of this Agreement.

6.2 The Organization shall maintain any and all ledgers, books of account, invoices, vouchers, canceled checks and other records or documents evidencing or relating to charges for services, or expenditures and disbursements charged to City for a minimum period of three (3) years, or any longer period required by law, from the date of final payment to Organization to this Agreement.

6.3 The Organization shall maintain all documents and records, which demonstrate performance under this Agreement for a minimum period of three (3) years, or for any longer period required by law, from the date of termination or completion of this agreement.

6.4 Any records or documents required to be maintained pursuant to this Agreement shall be made available for inspection or audit, at any time during regular business hours, upon written request by the City. Copies ofsuch documentsshall be provided to the City for inspection at City Hall when it is practical to do so. Otherwise, unless an alternative is mutually agreed upon, the records shall be available at the Organization’s address indicated for receipt of notices in this Agreement.

6.5 Where the City has reason to believe that such records or documents may be lost or discarded due to dissolution, disbandment, or termination of Organization’s business, the City may, by written request, require that custody of the records be given to the City and that the records and documents be maintained in City Hall. Access to such records and documents shall be granted to any party authorized by the Organization.

7. INDEMNITY
Section 1. Independent Contractors. The Parties understand and agree that in the performance of its work and services under this Agreement, Organization is and, at all times, shall remain a wholly independent contractor and not an officer, employee, or agent of City. Organization shall obtain no rights or benefits that accrue to City employees. Consultant shall have no authority to bind City in any manner or to incur an obligation, debt, or liability of any kind on behalf of or against City, whether by contract or otherwise, unless such authority is expressly conferred under this Agreement or is otherwise expressly conferred in writing by City .

Section 2. Indemnification by the Organization. The Organization shall, upon the City's written demand and with legal counsel acceptable to the City, defend, indemnify, and hold harmless the City, its agents, officers, City Council members, and employees for all liability, actions, claims, damages, costs, or expenses, including reasonable attorney's Agenda Item #13.2.

Page 560 of 604 ends

fees and legal expenses including expert fees and costs, which may be asserted by any person, including the Organization, arising out of or in connection with the Organization's performance of services under this Agreement.

Section 3. Insurance Requirements. Organization shall procure and maintain for the duration of the Agreement insurance against claims for injuries to persons or damages to property which may arise from or in connection with the performance of the work hereunder by Organization, its agents, representatives, or employees, as indicated:

A. Minimum Scope of Insurance. Coverage shall be at least as broad as:

1. Insurance Services Office Commercial General Liability coverage (occurrence form CG 0001).

2. Insurance Services Office form number CA 0001 (Ed. 1/87) covering Automobile Liability, code 1 (any auto).

3. Workers' Compensation insurance as required by the State of California and Employer's Liability Insurance.

B. Minimum Limits of Insurance. Organization shall maintain limits no less than:

1. General Liability: $2,000,000 per occurrence for bodily injury, personal injury, and property damage including operations, products and completed operations, as applicable. If Commercial General Liability Insurance or other form with a General Liability Insurance or other form with a general aggregate limit is used, either the general aggregate limit shall apply separately to this project/location or the general aggregate limit shall be twice the required occurrence limit.

2. Automobile Liability: $1,000,000 per accident for bodily injury and property damage.

3. Employer's Liability: $1,000,000 per accident for bodily injury or disease.

C. Deductibles and Self‐Insured Retentions. Any deductibles or self‐insured retentions of $25,000 or greater must be declared to and approved by the City.

D. Other Insurance Provisions. The commercial general liability and automobile liability policies are to contain, or be endorsed to contain, the following provisions:

1. The City, its agent, officers, officials, employees, and volunteers are to be covered as additional insured as respects: liability arising out of work or operations performed by the Organization or Organization's subconsultants; or automobile owned, leased, hired or borrowed by the Organization.

2. For any claims related to Organization's conduct while performing the work of Agenda Item #13.2.

Page 561 of 604 ends

this Project, the Organization's insurance coverage shall be primary insurance as respects the City, its agents, officers, officials, employees and volunteers. Any insurance or self‐insurance maintained by the City, its agents, officers, officials, employees or volunteers shall be excess of the Organization's insurance and shall not contribute with it.

3. Each insurance policy required by this clause shall be endorsed to state that coverage shall not be cancelled by either party, except after thirty (30) days prior written notice by certified mail, return receipt requested, has been given to the City.

4. Coverage shall not extend to any indemnity coverage for the active negligence of the additional insured in any case where an agreement to indemnify the additional insured would be invalid under Subsection (b) of Section 2782 of the Civil Code.

E. Waiver of Subrogation. The workers compensation policy is to be endorsed with a waiver of subrogation. The insurance company, in its endorsement, agrees to waive all rights ofsubrogation against the City, its agents, officers, officials, employees and volunteers for losses paid under the terms of this policy which arises from the work performed by the named insured for the City.

F. The Acceptability of Insurers. Insurance is to be placed with insurers with a current A.M. Best's rating of no less than A: VII, unless otherwise acceptable to the City.

G. Verification of Coverage. Organization shall furnish the City with original certificates and amendatory endorsements effecting coverage required by this clause. The endorsements should be on forms provided by the City or on forms that conform to City requirements. All certificates and endorsements are to be received and approved by the City before work commences. The City reservesthe right to require complete, certified copies of all required insurance policies, including endorsements affecting the coverage required by these specifications at any time.

Section 4. Nondiscrimination. The Organization shall comply with all applicable federal, state, and local laws, rules, and regulations in regard to nondiscrimination in employment because of race, ancestry, color, sex, sexual orientation, gender, gender identity, gender expression, age, national origin, religion, material status, medical condition, or physical or mental disability.

Section 5. Governing Law. City and Organization agree that the law governing this Agreement shall be that of the State of California.

Section 6. Compliance with Laws. Organization shall comply with all applicable laws, Agenda Item #13.2.

Page 562 of 604 ends

ordinances, codes, and regulations of the Federal, State, and Local Agencies (including, without limitation, the City).

Section 7. Disclosure/Provision of Information. Brochures, maps, or other promotional materials produced by Organization using the funds arising out of this Agreement may include the City logo on the material. Any information developed by Organization pursuant to this Agreement shall be provided to the City upon request and Organization expressly grants City full legal authority and license to use and distribute any such materials.

Section 8. Waiver. The Parties agree that a waiver, breach, or violation of any term or condition of this Agreement shall not be deemed to be a waiver of any other term or condition contained herein or a waiver of any subsequent breach or violation of the same or any other term or condition. The City's acceptance of Organization's performance of any work or services shall not be deemed to be a waiver of City's rights or Organization's obligations under this Agreement.

Section 9. Assignment/Delegation. Neither party hereto shall assign, sublet, or transfer any interest in or duty under this Agreement without the prior written consent of the other Party, and no assignment shall be of any force or affect whatsoever, and shall be void, unless and until the other Party shall have so consented.

Section 10. Conflict of Interest/Anti‐Fraud and Anti‐Corruption Policies. The Organization covenants that it presently has no interest and shall not acquire any interest, direct or indirect, which would conflict in any manner or degree with the performance of its services under this Agreement. The Organization further covenants that in the performance of the Scope of Services under this Agreement, Organization will not knowingly employ any person having any such conflict of interest with the City.

A. Organization covenants that neither it, nor any officer or principal of its firm, has or shall acquire any interest, directly or indirectly, which would conflict in any manner with the interests of City or which would in any way hinder Organization's performance of services under this Agreement. Organization further covenants that in the performance of this Agreement, no person having any such interest shall be employed by it as an officer, employee, agent, or subcontractor without the express written consent of the City Manager.

Organization agrees to at all times avoid conflicts with the interests of City in the performance of this Agreement.

B. City understands and acknowledges that Organization is, as of the date of execution of this Agreement, independently involved in the performance of non‐ related services for other governmental agencies and private parties.

Agenda Item #13.2.

Page 563 of 604 ends

Organization is aware of any stated position of City relative to such projects. Any future position of City on such projects shall not be considered a conflict of interest for purposes of this section.

C. Organization understands and acknowledges City maintains an anti‐fraud and anti‐corruption policy to protect the City, its operations, and its employees from and against financial risks, operational breaches, and unethical, fraudulent, and corrupt activities. Organization represents and warrants that Organization, its subcontractor(s) / subconsultant(s) and their respective employees providing services pursuant to the Agreement are (1) in good standing; (2) have not been previously investigated, convicted, or debarred for fraudulent or corrupt activities; (3) will not participate in fraudulent or corrupt activities, and (4) will take steps to ensure that its employees and subcontractor's(s) employees do not participate in any fraudulent or corrupt activities. Organization acknowledges and agrees further that it has a duty to and will report to City any information or incident(s) about possible fraudulent or corrupt activities Consultant may discover, and will cooperate in any fraud or corruption investigation conducted, with respect to Organization's service provided pursuant to this Agreement.

Section 11. Attorney's Fees. In the event either Party brings an action or proceeding for damages arising out of the other's performance under this Agreement or to establish the rights or remedies of either party, the prevailing party shall be entitled to recover its reasonable attorney's fees and costs as part of such action or proceeding or any post¬ judgment legal proceedings.

Section 12. No Third‐Party Beneficiaries. Nothing contained in this Agreement shall be construed to create, and the Parties do not intend to create any rights or remedies to any person or entity not a Party to this Agreement. In the event that Organization enters into any agreements with third parties in connection with the work and services provided under this Agreement, City shall be deemed an intended third‐party beneficiary of such agreements.

Section 13. Notices. All notices and other communications required or permitted to be given under this Agreement shall be in writing, and shall be personally served or mailed, return‐receipt requested, addressed to the respective Parties as follows:

Contact Person   City Manager
Organization                                           City of St. Helena Street Address    1088 College Avenue
St. Helena, CA 94574                                                                  St. Helena, CA 94574 Section 14. Prior Agreements. This Agreement, including all Exhibits attached hereto, Agenda Item #13.2.

Page 564 of 604 ends

St. Helena City CouncilApril 22, 2025

St. Helena City Council
April 22, 2025