True Vine Foundation Inc

Rcho Santa Fe, CA
Tax-exempt since March 2000
EIN: 77-0519250

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Type of Nonprofit

Designated as a 501(c)(3) Organizations for any of the following purposes: religious, educational, charitable, scientific, literary, testing for public safety, fostering national or international amateur sports competition (as long as it doesn't provide athletic facilities or equipment), or the prevention of cruelty to children or animals.

Category: Philanthropy, Voluntarism and Grantmaking Foundations / Private Independent Foundations (NTEE)

Donations to this organization are tax deductible.

Revenue

$56.3k (2024)

Expenses

$119k (2024)

Total Assets

$1.22M (2024)

Total Liabilities

$0 (2024)

Years with missing data

Source: Form 990 tax filings from 2011 to 2024

Tax Filings by Year

Form 990 is an information return that most organizations claiming federal tax-exempt status must file yearly with the IRS. Nonprofit Explorer has IRS digitized Form 990 data for filings processed in 2012 and later. If this organization filed an amended return, it may not be reflected below. Duplicate download links may indicate a resubmission or amendment to this organization's original return. Form 990 data is from the IRS.

Fiscal Year Ending Dec.
2024

Revenue

$56,298

Expenses

$119,283

Net Income

-$62,985

Net Assets

$1,224,179

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$14,318	25.4%
Dividends	$39,318	69.8%
Sales of Assets	$2,662	4.7%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$100,250	84.0%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$1,224,179
Total Liabilities	$0
Net Assets	$1,224,179

Compensation

Key Employees and Officers	Compensation	Other
S Paulette Bates (Secretary / Cfo)	$0	$0
Lisa Smits (Ceo)	$0	$0

990-PF

Filed on June 9, 2025

Primary tax return for a private foundation's activities, finances, and governance

View Filing

Schedules ▼

XML

Fiscal Year Ending Dec.
2023

Revenue

$37,309

Expenses

$124,086

Net Income

-$86,777

Net Assets

$1,287,164

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$21,502	57.6%
Dividends	$31,509	84.5%
Sales of Assets	-$15,702
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$106,000	85.4%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$1,287,164
Total Liabilities	$0
Net Assets	$1,287,164

Compensation

Key Employees and Officers	Compensation	Other
S Paulette Bates (Secretary / Cfo)	$0	$0
Lisa Smits (Ceo)	$0	$0

990-PF

Filed on July 16, 2024

Primary tax return for a private foundation's activities, finances, and governance

View Filing

Schedules ▼

XML

Fiscal Year Ending Dec.
2022

Revenue

$87,118

Expenses

$116,495

Net Income

-$29,377

Net Assets

$1,373,941

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$7,000	8.0%
Interest Revenue	$12,440	14.3%
Dividends	$31,311	35.9%
Sales of Assets	$36,367	41.7%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$103,750	89.1%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$1,373,941
Total Liabilities	$0
Net Assets	$1,373,941

Compensation

Key Employees and Officers	Compensation	Other
F Lynn Bates (President)	$0	$0
S Paulette Bates (Secretary / Cfo)	$0	$0

990-PF

Filed on May 17, 2023

Primary tax return for a private foundation's activities, finances, and governance

View Filing

Schedules ▼

PDF XML

Fiscal Year Ending Dec.
2021

Revenue

$184,589

Expenses

$108,380

Net Income

$76,209

Net Assets

$1,403,318

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$25	0.0%
Interest Revenue	$13,127	7.1%
Dividends	$34,099	18.5%
Sales of Assets	$137,338	74.4%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$88,225	81.4%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$1,403,318
Total Liabilities	$0
Net Assets	$1,403,318

Compensation

Key Employees and Officers	Compensation	Other
F Lynn Bates (President)	$0	$0
S Paulette Bates (Secretary / Cfo)	$0	$0
M Lyman Bates (Vice President)	$0	$0

990-PF

Filed on Nov. 1, 2022

Primary tax return for a private foundation's activities, finances, and governance

View Filing

Schedules ▼

XML

Fiscal Year Ending Dec.
2020

Revenue

$66,318

Expenses

$111,458

Net Income

-$45,140

Net Assets

$1,327,108

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$1,000	1.5%
Interest Revenue	$14,670	22.1%
Dividends	$25,140	37.9%
Sales of Assets	$25,508	38.5%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$92,125	82.7%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$1,327,109
Total Liabilities	$1
Net Assets	$1,327,108

Compensation

Key Employees and Officers	Compensation	Other
F Lynn Bates (President)	$0	$0
S Paulette Bates (Secretary / Cfo)	$0	$0
M Lyman Bates (Vice President)	$0	$0

990-PF

Filed on July 13, 2021

Primary tax return for a private foundation's activities, finances, and governance

View Filing

Schedules ▼

XML

Fiscal Year Ending Dec.
2019

Revenue

$110,803

Expenses

$103,951

Net Income

$6,852

Net Assets

$1,372,248

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$2,000	1.8%
Interest Revenue	$66,936	60.4%
Dividends	$28,762	26.0%
Sales of Assets	$13,105	11.8%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$83,675	80.5%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$1,372,249
Total Liabilities	$1
Net Assets	$1,372,248

Compensation

Key Employees and Officers	Compensation	Other
F Lynn Bates (President)	$0	$0
S Paulette Bates (Secretary / Cfo)	$0	$0
M Lyman Bates (Vice President)	$0	$0

990-PF

Filed on July 30, 2020

Primary tax return for a private foundation's activities, finances, and governance

View Filing

Schedules ▼

PDF XML

Fiscal Year Ending Dec.
2018

Revenue

$102,977

Expenses

$108,281

Net Income

-$5,304

Net Assets

$1,365,397

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$7,777	7.6%
Interest Revenue	$31,507	30.6%
Dividends	$28,749	27.9%
Sales of Assets	$34,896	33.9%
Other Income	$48	0.0%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$87,125	80.5%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$1,365,397
Total Liabilities	$0
Net Assets	$1,365,397

Compensation

Key Employees and Officers	Compensation	Other
F Lynn Bates (President)	$0	$0
S Paulette Bates (Secretary / Cfo)	$0	$0
M Lyman Bates (Vice President)	$0	$0

990-PF

Filed on Nov. 13, 2019

Primary tax return for a private foundation's activities, finances, and governance

View Filing

Schedules ▼

PDF XML

Fiscal Year Ending Dec.
2017

Revenue

$137,499

Expenses

$99,899

Net Income

$37,600

Net Assets

$1,370,701

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$4,010	2.9%
Interest Revenue	$11,568	8.4%
Dividends	$30,238	22.0%
Sales of Assets	$91,683	66.7%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$81,987	82.1%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$1,370,701
Total Liabilities	$0
Net Assets	$1,370,701

Compensation

Key Employees and Officers	Compensation	Other
F Lynn Bates (President)	$0	$0
S Paulette Bates (Secretary / Cfo)	$0	$0
M Lyman Bates (Vice President)	$0	$0

990-PF

Filed on May 7, 2018

Primary tax return for a private foundation's activities, finances, and governance

View Filing

Schedules ▼

XML

Fiscal Year Ending Dec.
2016

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

Fiscal Year Ending Dec.
2015

Revenue

$164,420

Expenses

$114,607

Net Income

$49,813

Net Assets

$1,447,562

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$4,785	2.9%
Interest Revenue	$55,361	33.7%
Dividends	$33,701	20.5%
Sales of Assets	$70,562	42.9%
Other Income	$11	0.0%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$98,450	85.9%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$1,447,562
Total Liabilities	$0
Net Assets	$1,447,562

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

Fiscal Year Ending Dec.
2014

Revenue

$82,475

Expenses

$101,773

Net Income

-$19,298

Net Assets

$1,397,749

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$3,221	3.9%
Interest Revenue	$26,051	31.6%
Dividends	$29,821	36.2%
Sales of Assets	$23,204	28.1%
Other Income	$178	0.2%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$84,450	83.0%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$1,397,749
Total Liabilities	$0
Net Assets	$1,397,749

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

Fiscal Year Ending Dec.
2013

Revenue

$92,028

Expenses

$97,042

Net Income

-$5,014

Net Assets

$1,417,047

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$196	0.2%
Interest Revenue	$20,346	22.1%
Dividends	$25,285	27.5%
Sales of Assets	$46,201	50.2%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$82,085	84.6%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$1,417,047
Total Liabilities	$0
Net Assets	$1,417,047

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

Fiscal Year Ending Dec.
2012

Revenue

$213,464

Expenses

$96,032

Net Income

$117,432

Net Assets

$1,448,026

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$2,760	1.3%
Interest Revenue	$23,484	11.0%
Dividends	$27,657	13.0%
Sales of Assets	$159,563	74.7%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$92,675	96.5%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$1,448,026
Total Liabilities	$0
Net Assets	$1,448,026

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

Fiscal Year Ending Dec.
2011

Revenue

$158,997

Expenses

$86,527

Net Income

$72,470

Net Assets

$1,330,594

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$2,660	1.7%
Interest Revenue	$15,489	9.7%
Dividends	$22,664	14.3%
Sales of Assets	$118,184	74.3%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$78,832	91.1%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$1,330,594
Total Liabilities	$0
Net Assets	$1,330,594

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True Vine Foundation Inc

Organization summary

Type of Nonprofit

Summary charts: organization finances over time

Revenue $56.3k (2024)

Expenses $119k (2024)

Total Assets $1.22M (2024)

Total Liabilities $0 (2024)

Tax Filings by Year

Fiscal Year Ending Dec. 2024

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2023

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2022

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2021

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2020

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2019

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2018

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2017

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2016

No Extracted Financial Data

Document Links

990-PF

Fiscal Year Ending Dec. 2015

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Document Links

990-PF

Fiscal Year Ending Dec. 2014

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Document Links

990-PF

Fiscal Year Ending Dec. 2013

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Document Links

990-PF

Fiscal Year Ending Dec. 2012

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Document Links

Revenue

$56.3k (2024)

Expenses

$119k (2024)

Total Assets

$1.22M (2024)

Total Liabilities

$0 (2024)

Fiscal Year Ending Dec.
2024

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2023

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2022

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2020

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2019

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2018

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2017

Fiscal Year Ending Dec.
2016

Fiscal Year Ending Dec.
2015

Fiscal Year Ending Dec.
2014

Fiscal Year Ending Dec.
2013

Fiscal Year Ending Dec.
2012

Fiscal Year Ending Dec.
2011

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Fiscal Year Ending Dec.
2009

Fiscal Year Ending Dec.
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