Form990-PF

Department of the Treasury
Internal Revenue Service

Return of Private Foundation
or Section 4947(a)(1) Trust Treated as Private Foundation
right arrowDo not enter social security numbers on this form as it may be made public.
right arrowGo to www.irs.gov/Form990PF for instructions and the latest information.
OMB No. 1545-0047
2023
Open to Public Inspection
For calendar year 2023, or tax year beginning 01-01-2023 , and ending 12-31-2023
Name of foundation
The Antone and Marie Raymus Foundation
 
Number and street (or P.O. box number if mail is not delivered to street address)544 E Yosemite Avenue
  Room/suite
City or town, state or province, country, and ZIP or foreign postal code
Manteca, CA95336
A Employer identification number

68-0172685
B Telephone number (see instructions)

C right arrow
G Check all that apply:

D 1. Foreign organizations, check here............. right arrow
2. Foreign organizations meeting the 85%
test, check here and attach computation ... right arrow
E right arrow
H Check type of organization:
F right arrow
I Fair market value of all assets at end
of year (from Part II, col. (c),
line 16)right arrow$0J Accounting method:
 
(Part I, column (d) must be on cash basis.)
Part I Analysis of Revenue and Expenses (The total of amounts in columns (b), (c), and (d) may not necessarily equal the amounts in column (a) (see instructions).) (a) Revenue and
expenses per
books 		(b) Net investment
income 		(c) Adjusted net
income 		(d) Disbursements
for charitable
purposes
(cash basis only)
Revenue 1 Contributions, gifts, grants, etc., received (attach schedule)  
2 Check right arrow.............
3 Interest on savings and temporary cash investments 20,974    
4 Dividends and interest from securities...      
5a Gross rents............ 3,612,308    
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10  
b Gross sales price for all assets on line 6a  
7 Capital gain net income (from Part IV, line 2)...  
8 Net short-term capital gain.........  
9 Income modifications...........  
10a Gross sales less returns and allowances  
b Less: Cost of goods sold....  
c Gross profit or (loss) (attach schedule).....    
11 Other income (attach schedule).......      
12 Total. Add lines 1 through 11........ 3,633,282 0  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc.        
14 Other employee salaries and wages...... 820,289 721,514   98,775
15 Pension plans, employee benefits....... 89,617 89,617    
16a Legal fees (attach schedule).........        
b Accounting fees (attach schedule).......        
c Other professional fees (attach schedule)....        
17 Interest...............        
18 Taxes (attach schedule) (see instructions)...        
19 Depreciation (attach schedule) and depletion... Click to see attachment
List of Attached Documents:
// Content
1,390,983    
20 Occupancy..............        
21 Travel, conferences, and meetings.......        
22 Printing and publications..........        
23 Other expenses (attach schedule).......        
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 2,300,889 811,131   98,775
25 Contributions, gifts, grants paid....... 4,678,249 4,678,249
26 Total expenses and disbursements. Add lines 24 and 25 6,979,138 811,131   4,777,024
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements -3,345,856
b Net investment income (if negative, enter -0-) 0
c Adjusted net income (if negative, enter -0-)... 0
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2023)
Form 990-PF (2023)
Page 2
Part II Balance Sheets Attached schedules and amounts in the description column
should be for end-of-year amounts only. (See instructions.) 		Beginning of year End of year
(a) Book Value (b) Book Value (c) Fair Market Value
Assets 1 Cash—non-interest-bearing.............      
2 Savings and temporary cash investments......... 5,206,430 8,534,653  
3 Accounts receivable right arrow14,388
Less: allowance for doubtful accounts right arrow   48,475 14,388  
4 Pledges receivable right arrow  
Less: allowance for doubtful accounts right arrow        
5 Grants receivable.................      
6 Receivables due from officers, directors, trustees, and other
disqualified persons (attach schedule) (see instructions).....      
7 Other notes and loans receivable (attach schedule) right arrow  
Less: allowance for doubtful accounts right arrow        
8 Inventories for sale or use..............      
9 Prepaid expenses and deferred charges.......... 34,691 34,691  
10a Investments—U.S. and state government obligations (attach schedule)      
b Investments—corporate stock (attach schedule).......      
c Investments—corporate bonds (attach schedule).......      
11 Investments—land, buildings, and equipment: basis right arrow56,736,128
Less: accumulated depreciation (attach schedule) right arrow   47,167,331 Click to see attachment
List of Attached Documents:
// Content
56,736,128 		 
12 Investments—mortgage loans.............      
13 Investments—other (attach schedule).......... 21,871,207 Click to see attachment
List of Attached Documents:
// Content
0 		 
14 Land, buildings, and equipment: basis right arrow  
Less: accumulated depreciation (attach schedule) right arrow        
15 Other assets (describe right arrow) Click to see attachment
List of Attached Documents:
// Content
396,439 		   
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 74,724,573 65,319,860 0
Liabilities 17 Accounts payable and accrued expenses.......... 225,967 5,788
18 Grants payable.................    
19 Deferred revenue.................    
20 Loans from officers, directors, trustees, and other disqualified persons    
21 Mortgages and other notes payable (attach schedule)......    
22 Other liabilities (describe right arrow) Click to see attachment
List of Attached Documents:
// Content
162,243 		 
23 Total liabilities (add lines 17 through 22)......... 388,210 5,788
Net Assets or Fund Balances Foundations that follow FASB ASC 958, check here right arrow
and complete lines 24, 25, 29 and 30.
24 Net assets without donor restrictions...........    
25 Net assets with donor restrictions............    
Foundations that do not follow FASB ASC 958, check here right arrow
and complete lines 26 through 30.
26 Capital stock, trust principal, or current funds........    
27 Paid-in or capital surplus, or land, bldg., and equipment fund    
28 Retained earnings, accumulated income, endowment, or other funds 74,336,363 65,314,072
29 Total net assets or fund balances (see instructions)..... 74,336,363 65,314,072
30 Total liabilities and net assets/fund balances (see instructions). 74,724,573 65,319,860
Part III
Analysis of Changes in Net Assets or Fund Balances
1
Total net assets or fund balances at beginning of year—Part II, column (a), line 29 (must agree with end-of-year figure reported on prior year’s return) ...............
1
74,336,363
2
Enter amount from Part I, line 27a .....................
2
-3,345,856
3
Other increases not included in line 2 (itemize) right arrow
3
 
4
Add lines 1, 2, and 3 ..........................
4
70,990,507
5
Decreases not included in line 2 (itemize) right arrow
5
 
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29 .
6
70,990,507
Form 990-PF (2023)
Form 990-PF (2023)
Page 3
Part IV
Capital Gains and Losses for Tax on Investment Income
(a) List and describe the kind(s) of property sold (e.g., real estate,
2-story brick warehouse; or common stock, 200 shs. MLC Co.)		 (b)
How acquired
P—Purchase
D—Donation 		(c)
Date acquired
(mo., day, yr.) 		(d)
Date sold
(mo., day, yr.)
1a
b
c
d
e
(e)
Gross sales price 		(f)
Depreciation allowed
(or allowable) 		(g)
Cost or other basis
plus expense of sale 		(h)
Gain or (loss)
(e) plus (f) minus (g)
a
b
c
d
e
Complete only for assets showing gain in column (h) and owned by the foundation on 12/31/69 (l)
Gains (Col. (h) gain minus
col. (k), but not less than -0-) or
Losses (from col.(h))
(i)
F.M.V. as of 12/31/69 		(j)
Adjusted basis
as of 12/31/69 		(k)
Excess of col. (i)
over col. (j), if any
a
b
c
d
e
2 Capital gain net income or (net capital loss) Bracket If gain, also enter in Part I, line 7
If (loss), enter -0- in Part I, line 7		 Bracket 2  
3 Net short-term capital gain or (loss) as defined in sections 1222(5) and (6):
If gain, also enter in Part I, line 8, column (c) (see instructions). If (loss), enter -0-
in Part I, line 8 ................... 		Bracket 3  
Part V
Excise Tax Based on Investment Income (Section 4940(a), 4940(b), 4940(e), or 4948—see instructions)
1a Exempt operating foundations described in section 4940(d)(2), check here right arrow and enter “N/A" on line 1. Bracket for line 1a
Date of ruling or determination letter:   (attach copy of letter if necessary–see instructions) 1 0
b All other domestic foundations enter 1.39% (0.0139) of line 27b. Exempt foreign organizations enter 4% (0.04) of Part I, line 12, col. (b)
2 Tax under section 511 (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 2 0
3 Add lines 1 and 2........................... 3  
4 Subtitle A (income) tax (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 4 0
5 Tax based on investment income. Subtract line 4 from line 3. If zero or less, enter -0- ..... 5 0
6 Credits/Payments:
a 2023 estimated tax payments and 2022 overpayment credited to 2023 6a  
b Exempt foreign organizations—tax withheld at source...... 6b  
c Tax paid with application for extension of time to file (Form 8868)... 6c  
d Backup withholding erroneously withheld .......... 6d  
7 Total credits and payments. Add lines 6a through 6d.............. 7  
8 Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached. 8  
9 Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed.......right arrow 9  
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...right arrow 10  
11 Enter the amount of line 10 to be: Credited to 2024 estimated taxright arrow   Refundedright arrow 11  
Form 990-PF (2023)
Form 990-PF (2023)
Page 4
Part VI-A
Statements Regarding Activities
1a
During the tax year, did the foundation attempt to influence any national, state, or local legislation or did
Yes
No
it participate or intervene in any political campaign? ....................
1a
 
No
b
Did it spend more than $100 during the year (either directly or indirectly) for political purposes? See the instructions
for the definition.................................
1b
 
No
If the answer is "Yes" to 1a or 1b, attach a detailed description of the activities and copies of any materials
published or distributed by the foundation in connection with the activities.
c
Did the foundation file Form 1120-POL for this year?.....................
1c
 
No
d
Enter the amount (if any) of tax on political expenditures (section 4955) imposed during the year:
(1) On the foundation. right arrow$   (2) On foundation managers.right arrow$  
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.right arrow$  
2
Has the foundation engaged in any activities that have not previously been reported to the IRS?.......
2
 
No
If "Yes," attach a detailed description of the activities.
3
Has the foundation made any changes, not previously reported to the IRS, in its governing instrument, articles
of incorporation, or bylaws, or other similar instruments? If "Yes," attach a conformed copy of the changes....
3
 
No
4a
Did the foundation have unrelated business gross income of $1,000 or more during the year?.........
4a
 
No
b
If "Yes," has it filed a tax return on Form 990-T for this year?...................
4b
 
 
5
Was there a liquidation, termination, dissolution, or substantial contraction during the year?.........
5
 
No
If "Yes," attach the statement required by General Instruction T.
6
Are the requirements of section 508(e) (relating to sections 4941 through 4945) satisfied either:
round bullet By language in the governing instrument, or
round bullet By state legislation that effectively amends the governing instrument so that no mandatory directions
that conflict with the state law remain in the governing instrument? ................
6
Yes
 
7
Did the foundation have at least $5,000 in assets at any time during the year? If "Yes," complete Part II, col. (c),
and Part XIV..................................
7
Yes
 
8a
Enter the states to which the foundation reports or with which it is registered (see instructions)
right arrowCA
b
If the answer is "Yes" to line 7, has the foundation furnished a copy of Form 990-PF to the Attorney
General (or designate) of each state as required by General Instruction G? If "No," attach explanation .
8b
Yes
 
9
Is the foundation claiming status as a private operating foundation within the meaning of section 4942(j)(3)
or 4942(j)(5) for calendar year 2023 or the taxable year beginning in 2023? See the instructions for Part XIII.
If "Yes," complete Part XIII .............................
9
 
No
10
Did any persons become substantial contributors during the tax year? If "Yes," attach a schedule listing their names
and addresses. ...............................
10
 
No
11
At any time during the year, did the foundation, directly or indirectly, own a controlled entity within the
meaning of section 512(b)(13)? If "Yes," attach schedule. See instructions .............
11
Yes
 
12
Did the foundation make a distribution to a donor advised fund over which the foundation or a disqualified person had
advisory privileges? If "Yes," attach statement. See instructions.................
12
 
No
13
Did the foundation comply with the public inspection requirements for its annual returns and exemption application?
13
Yes
 
Website addressright arrowwww.raymusfoundation.org
14
The books are in care ofright arrowAnn Sugar Telephone no.right arrow (209) 823-3148

Located atright arrow544 E Yosemite AvenueMantecaCA ZIP+4right arrow95336
15
Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of Form 1041 —check here .........right arrow
and enter the amount of tax-exempt interest received or accrued during the year ........right arrow
15
 
16 At any time during calendar year 2023, did the foundation have an interest in or a signature or other authority over YesNo
a bank, securities, or other financial account in a foreign country? .................
16    
See the instructions for exceptions and filing requirements for FinCEN Form 114. If "Yes", enter the name of the foreign
country right arrow
Form 990-PF (2023)
Form 990-PF (2023)
Page 5
Part VI-B
Statements Regarding Activities for Which Form 4720 May Be Required
File Form 4720 if any item is checked in the "Yes" column, unless an exception applies.
Yes
No
1a
During the year did the foundation (either directly or indirectly):
(1) Engage in the sale or exchange, or leasing of property with a disqualified person? ...........
1a(1)
 
 
(2) Borrow money from, lend money to, or otherwise extend credit to (or accept it from)
a disqualified person? ..............................
1a(2)
 
 
(3) Furnish goods, services, or facilities to (or accept them from) a disqualified person? ...........
1a(3)
 
 
(4) Pay compensation to, or pay or reimburse the expenses of, a disqualified person? ............
1a(4)
 
 
(5) Transfer any income or assets to a disqualified person (or make any of either available
for the benefit or use of a disqualified person)? ......................
1a(5)
 
 
(6) Agree to pay money or property to a government official? (Exception. Check "No"
if the foundation agreed to make a grant to or to employ the official for a period
after termination of government service, if terminating within 90 days.) ...............
1a(6)
 
 
b
If any answer is "Yes" to 1a(1)–(6), did any of the acts fail to qualify under the exceptions described in Regulations
section 53.4941(d)-3 or in a current notice regarding disaster assistance? See instructions ..........
1b
 
 
c
Organizations relying on a current notice regarding disaster assistance check here ........right arrow
d
Did the foundation engage in a prior year in any of the acts described in 1a, other than excepted acts,
that were not corrected before the first day of the tax year beginning in 2023? .............
1d
 
 
2
Taxes on failure to distribute income (section 4942) (does not apply for years the foundation was a private
operating foundation defined in section 4942(j)(3) or 4942(j)(5)):
a
At the end of tax year 2023, did the foundation have any undistributed income (Part XII, lines 6d
and 6e) for tax year(s) beginning before 2023?....................
2a
 
 
If "Yes," list the years right arrow20, 20, 20, 20
b
Are there any years listed in 2a for which the foundation is not applying the provisions of section 4942(a)(2)
(relating to incorrect valuation of assets) to the year’s undistributed income? (If applying section 4942(a)(2)
to all years listed, answer "No" and attach statement—see instructions.) ..............
2b
 
 
c
If the provisions of section 4942(a)(2) are being applied to any of the years listed in 2a, list the years here.
right arrow20, 20, 20, 20
3a
Did the foundation hold more than a 2% direct or indirect interest in any business enterprise at
any time during the year? ..............................
3a
 
 
b
If "Yes," did it have excess business holdings in 2023 as a result of (1) any purchase by the foundation
or disqualified persons after May 26, 1969; (2) the lapse of the 5-year period (or longer period approved
by the Commissioner under section 4943(c)(7)) to dispose of holdings acquired by gift or bequest; or (3)
the lapse of the 10-, 15-, or 20-year first phase holding period? (Use Schedule C, Form 4720, to determine
if the foundation had excess business holdings in 2023.) .....................
3b
 
 
4a
Did the foundation invest during the year any amount in a manner that would jeopardize its charitable purposes?
4a
 
 
b
Did the foundation make any investment in a prior year (but after December 31, 1969) that could jeopardize its
charitable purpose that had not been removed from jeopardy before the first day of the tax year beginning in 2023? ..
4b
 
 
Form 990-PF (2023)
Form 990-PF (2023)
Page 6
Part VI-B
Statements Regarding Activities for Which Form 4720 May Be Required (continued)
5a
During the year did the foundation pay or incur any amount to:
Yes
No
(1) Carry on propaganda, or otherwise attempt to influence legislation (section 4945(e))? ..........
5a(1)
 
 
(2) Influence the outcome of any specific public election (see section 4955); or to carry
on, directly or indirectly, any voter registration drive? ....................
5a(2)
 
 
(3) Provide a grant to an individual for travel, study, or other similar purposes? .............
5a(3)
 
 
(4) Provide a grant to an organization other than a charitable, etc., organization described
in section 4945(d)(4)(A)? See instructions ........................
5a(4)
 
 
(5) Provide for any purpose other than religious, charitable, scientific, literary, or
educational purposes, or for the prevention of cruelty to children or animals? .............
5a(5)
 
 
b
If any answer is "Yes" to 5a(1)–(5), did any of the transactions fail to qualify under the exceptions described in
Regulations section 53.4945 or in a current notice regarding disaster assistance? See instructions ........
5b
 
 
c
Organizations relying on a current notice regarding disaster assistance check .........right arrow
d
If the answer is "Yes" to question 5a(4), does the foundation claim exemption from the
tax because it maintained expenditure responsibility for the grant? .................
5d
 
 
If "Yes," attach the statement required by Regulations section 53.4945–5(d).
6a
Did the foundation, during the year, receive any funds, directly or indirectly, to pay premiums on
a personal benefit contract? .............................
6a
 
 
b
Did the foundation, during the year, pay premiums, directly or indirectly, on a personal benefit contract? ....
6b
 
 
If "Yes" to 6b, file Form 8870.
7a
At any time during the tax year, was the foundation a party to a prohibited tax shelter transaction?
7a
 
 
b
If "Yes", did the foundation receive any proceeds or have any net income attributable to the transaction? .....
7b
 
 
8
Is the foundation subject to the section 4960 tax on payment(s) of more than $1,000,000 in remuneration or
excess parachute payment during the year? .........................
8
 
 
Part VII
Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
and Contractors
1 List all officers, directors, trustees, foundation managers and their compensation. See instructions
(a) Name and address (b) Title, and average
hours per week
devoted to position 		(c) Compensation
 (If not paid, enter
-0-) 		(d) Contributions to employee benefit plans and deferred compensation (e) Expense account,
other allowances
Ann Sugar President
1.00 		0 0 0
544 E Yosemite Avenue
Manteca,CA95336
Blanca Bergquist Vice President
41.00 		0 0 0
544 E Yosemite Avenue
Manteca,CA95336
Diane Silver Director
1.00 		0 0 0
544 E Yosemite Avenue
Manteca,CA95336
Shirley Schmaltz Director
1.00 		0 0 0
544 E Yosemite Avenue
Manteca,CA95336
Chris Johnson Director
1.00 		0 0 0
544 E Yosemite Avenue
Manteca,CA95336
2 Compensation of five highest-paid employees (other than those included on line 1—see instructions). If none, enter “NONE."
(a) Name and address of each employee paid more than $50,000 (b) Title, and average
hours per week
devoted to position 		(c) Compensation (d) Contributions to
employee benefit
plans and deferred
compensation 		(e) Expense account,
other allowances
NONE
Total number of other employees paid over $50,000...................right arrow 0
Form 990-PF (2023)
Form 990-PF (2023)
Page 7
Part VII
Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
and Contractors (continued)
3 Five highest-paid independent contractors for professional services (see instructions). If none, enter "NONE".
(a) Name and address of each person paid more than $50,000 (b) Type of service (c) Compensation
NONE
Total number of others receiving over $50,000 for professional services.............right arrow  
Part VIII-A
Summary of Direct Charitable Activities
List the foundation’s four largest direct charitable activities during the tax year. Include relevant statistical information such as the number of organizations and other beneficiaries served, conferences convened, research papers produced, etc. Expenses
1  
2  
3  
4  
Part VIII-B
Summary of Program-Related Investments (see instructions)
Describe the two largest program-related investments made by the foundation during the tax year on lines 1 and 2. Amount
1  
2  
All other program-related investments. See instructions.
3  
Total. Add lines 1 through 3.........................right arrow  
Form 990-PF (2023)
Form 990-PF (2023)
Page 8
Part IX
Minimum Investment Return (All domestic foundations must complete this part. Foreign foundations, see instructions.)
1
Fair market value of assets not used (or held for use) directly in carrying out charitable, etc.,
purposes:
a
Average monthly fair market value of securities...................
1a
61,790,746
b
Average of monthly cash balances.......................
1b
6,870,541
c
Fair market value of all other assets (see instructions)................
1c
51,707,191
d
Total (add lines 1a, b, and c).........................
1d
120,368,478
e
Reduction claimed for blockage or other factors reported on lines 1a and
1c (attach detailed explanation) .............
1e
 
2
Acquisition indebtedness applicable to line 1 assets..................
2
0
3
Subtract line 2 from line 1d.........................
3
120,368,478
4
Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
instructions) .............................
4
1,805,527
5
Net value of noncharitable-use assets. Subtract line 4 from line 3. ............
5
118,562,951
6
Minimum investment return. Enter 5% (0.05) of line 5................
6
5,928,148
Part X
Distributable Amount (see instructions) (Section 4942(j)(3) and (j)(5) private operating foundations and certain foreign organizations check here right arrow and do not complete this part.)
1
Minimum investment return from Part IX, line 6..................
1
5,928,148
2a
Tax on investment income for 2022 from Part V, line 5.......
2a
 
b
Income tax for 2022. (This does not include the tax from Part V.) ...
2b
 
c
Add lines 2a and 2b............................
2c
 
3
Distributable amount before adjustments. Subtract line 2c from line 1............
3
5,928,148
4
Recoveries of amounts treated as qualifying distributions................
4
 
5
Add lines 3 and 4............................
5
5,928,148
6
Deduction from distributable amount (see instructions).................
6
 
7
Distributable amount as adjusted. Subtract line 6 from line 5. Enter here and on Part XII, line 1 ...
7
5,928,148
Part XI
Qualifying Distributions (see instructions)
1
Amounts paid (including administrative expenses) to accomplish charitable, etc., purposes:
a
Expenses, contributions, gifts, etc.—total from Part I, column (d), line 26 ..........
1a
4,777,024
b
Program-related investments—total from Part VIII-B..................
1b
 
2
Amounts paid to acquire assets used (or held for use) directly in carrying out charitable, etc.,
purposes...............................
2
 
3
Amounts set aside for specific charitable projects that satisfy the:
a
Suitability test (prior IRS approval required)....................
3a
 
b
Cash distribution test (attach the required schedule) .................
3b
 
4
Qualifying distributions. Add lines 1a through 3b. Enter here and on Part XII, line 4. .......
4
4,777,024
Form 990-PF (2023)
Form 990-PF (2023)
Page 9
Part XII
Undistributed Income (see instructions)
(a)
Corpus 		(b)
Years prior to 2022 		(c)
2022 		(d)
2023
1 Distributable amount for 2023 from Part X, line 7 5,928,148
2 Undistributed income, if any, as of the end of 2022:
a Enter amount for 2022 only....... 349,875
b Total for prior years:20 , 20, 20  
3 Excess distributions carryover, if any, to 2022:
a From 2018......  
b From 2019......  
c From 2020......  
d From 2021......  
e From 2022......  
f Total of lines 3a through e ........  
4Qualifying distributions for 2023 from Part
XI, line 4: right arrow$ 4,777,024
a Applied to 2022, but not more than line 2a 349,875
b Applied to undistributed income of prior years
(Election required—see instructions)..... 		 
c Treated as distributions out of corpus (Election
required—see instructions)........ 		 
d Applied to 2023 distributable amount..... 4,427,149
e Remaining amount distributed out of corpus  
5 Excess distributions carryover applied to 2023.    
(If an amount appears in column (d), the
same amount must be shown in column (a).)
6Enter the net total of each column as
indicated below:
a Corpus. Add lines 3f, 4c, and 4e. Subtract line 5  
b Prior years’ undistributed income. Subtract
line 4b from line 2b .......... 		 
c Enter the amount of prior years’ undistributed
income for which a notice of deficiency has
been issued, or on which the section 4942(a)
tax has been previously assessed...... 		 
d Subtract line 6c from line 6b. Taxable amount
—see instructions ........... 		 
e Undistributed income for 2022. Subtract line
4a from line 2a. Taxable amount—see
instructions ............. 		 
f Undistributed income for 2023. Subtract
lines 4d and 5 from line 1. This amount must
be distributed in 2024 .......... 		1,500,999
7 Amounts treated as distributions out of
corpus to satisfy requirements imposed by
section 170(b)(1)(F) or 4942(g)(3) (Election may
be required - see instructions) ....... 		 
8 Excess distributions carryover from 2018 not
applied on line 5 or line 7 (see instructions) ... 		 
9 Excess distributions carryover to 2024.
Subtract lines 7 and 8 from line 6a ...... 		 
10 Analysis of line 9:
a Excess from 2019....  
b Excess from 2020....  
c Excess from 2021....  
d Excess from 2022....  
e Excess from 2023....  
Form 990-PF (2023)
Form 990-PF (2023)
Page 10
Part XIII
Private Operating Foundations (see instructions and Part VI-A, question 9)
1a If the foundation has received a ruling or determination letter that it is a private operating
foundation, and the ruling is effective for 2023, enter the date of the ruling ...... right arrow
 
b Check box to indicate whether the organization is a private operating foundation described in section or
2a Enter the lesser of the adjusted net
income from Part I or the minimum
investment return from Part IX for each
year listed .......... 		Tax year Prior 3 years (e) Total
(a) 2023 (b) 2022 (c) 2021 (d) 2020
         
b 85% (0.85) of line 2a .........          
c Qualifying distributions from Part XI,
line 4 for each year listed ..... 		         
d Amounts included in line 2c not used directly
for active conduct of exempt activities .......... 		         
e Qualifying distributions made directly
for active conduct of exempt activities.
Subtract line 2d from line 2c .... 		         
3 Complete 3a, b, or c for the
alternative test relied upon:
a “Assets" alternative test—enter:
(1) Value of all assets ......          
(2) Value of assets qualifying
under section 4942(j)(3)(B)(i)		          
b “Endowment" alternative test— enter 2/3
of minimum investment return shown in
Part IX, line 6 for each year listed .. 		         
c “Support" alternative test—enter:
(1) Total support other than gross
investment income (interest,
dividends, rents, payments
on securities loans (section
512(a)(5)), or royalties) .... 		         
(2) Support from general public
and 5 or more exempt
organizations as provided in
section 4942(j)(3)(B)(iii).... 		         
(3) Largest amount of support
from an exempt organization		          
(4) Gross investment income          
Part XIV
Supplementary Information (Complete this part only if the foundation had $5,000 or more in
assets at any time during the year—see instructions.)
1Information Regarding Foundation Managers:
aList any managers of the foundation who have contributed more than 2% of the total contributions received by the foundation
before the close of any tax year (but only if they have contributed more than $5,000). (See section 507(d)(2).)
bList any managers of the foundation who own 10% or more of the stock of a corporation (or an equally large portion of the
ownership of a partnership or other entity) of which the foundation has a 10% or greater interest.
2Information Regarding Contribution, Grant, Gift, Loan, Scholarship, etc., Programs:
Check here right arrow
aThe name, address, and telephone number or e-mail address of the person to whom applications should be addressed:
Ann Suar
544 E Yosemite Ave
Manteca,CA95336
(209) 823-3148
bThe form in which applications should be submitted and information and materials they should include:
Written or Online Application
cAny submission deadlines:
February 5th
dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
factors:
Geographically, Awards are restricted to Stanislaus and San Joaquin County. Awards should be for entities with a focus on children especially, or helping the local community.
Form 990-PF (2023)
Form 990-PF (2023)
Page 11
Part XIV
Supplementary Information (continued)
3 Grants and Contributions Paid During the Year or Approved for Future Payment
Recipient If recipient is an individual,
show any relationship to
any foundation manager
or substantial contributor
 Foundation
status of
recipient 		Purpose of grant or
contribution 		Amount
Name and address (home or business)
aPaid during the year
Agape Villages Foster Family Agency


572 Commerce Ct
Manteca,CA95336 		None PC To cover cost of basic necessities for 25 Foster K 5,000
Assistance League of StocktonInc


PO Box 7766
Stockton,CA95267 		None PC transitional Student Success Program 8,000
Boys Scouts of America Yosemite Cou


4031 Technology Dr
Modesto,CA95356 		None PC Webelos Outdoor Adventure Camp 5,000
Boys Girls Club at Sierra Vista


5212 Lemon Hill Ave
Sacramento,CA95824 		None PC Funding for new basketball courts concrete hoops 10,000
Boys Girls Club of Tracy


753 W Lowell Ave
Tracy,CA95376 		None PC Funding for the purchase of a club for inclusion 10,000
Childrens Home of Stockton


430 N Pilgrim St
Stockton,CA95205 		None PC client assistance with transportation clothingfo 10,000
Community Center for the Blind


2453 Grand Canal Blvd Ste 5
Stockton,CA95207 		None PC Purchase three laptops with assitance technology 2,500
Community Hospice Foundation


4368 Spyres Way
Modesto,CA95356 		None PC Funding for patient equipment like wheelchairs and 11,264
Delta Sculling Center


4950 Buckley Cove Way
Stockton,CA95219 		None PC Funding for a coaching launch quad boat and ne 13,605
East of Eden K-9 Rescue


6353 Morgan Pl
Stockton,CA95219 		None PC Apprenticeships for youth for dog training careers 2,500
Grace Baptist Church of Tracy


1330 N Tracy Blvd
Tracy,CA95376 		None PC Funding for serving meals to the homeless 10,000
Learning Quest


1032 11th St
Modesto,CA95354 		None PC Funding for program teaching dyslexic children and 10,000
Lodi Junior Giants


2416 Cochran Rd
Lodi,CA95242 		None PC Funding for baseball equipment for poor families 1,000
Modesto Sound


110 Santa Barbara Ave
Modesto,CA95354 		None PC Funding for audio technology classes for youth 5,000
Modesto Symphony Orchestra Assoc


911 13th St
Modesto,CA95354 		None PC Scholarships to youth 5,000
Ray of Hope Children Crisis Service


113 W Yosemity Ave
Manteca,CA95336 		None PC Funding for office furniture and food pantry racks 5,000
RiteCare Childhood Language Center


3301 N El Dorado Ave
Stockton,CA95204 		None PC Funding for speech therapy classes for kids 5,000
San Joaquin County Ofc of Edu


PO Box 213030
Stockton,CA95213 		None PC Half funding for Mary Graham Foundation 5,000
Second Harvest Food Bank


1220 Vanderbilt Cir
Manteca,CA95337 		None PC Funding for new hydraulic pit levelers for food ha 28,150
Tracy Interfaith Ministries


311 W Grant Line Rd
Tracy,CA95376 		None PC Funding for school supplies and Christmas gifts 5,000
United Cerebral Palsy


134 Pacific Rd
Manteca,CA95337 		None PC Passenger van 136k and two charging tables 46k 4,600
Womens Center-Youth Family Servi


620 N San Joaquin St
Stockton,CA95202 		None PC Funding for program supplies for Street Outreach p 10,000
Bay Valley Tech Foundation


5039 Pentecost Drive B-2
Modesto,CA95356 		None PC Provide support for technical training 15,000
Boys Girls Club of Manteca and La


545 W Alameda St
Manteca,CA95336 		None PC Funding for t-shirts basketball uniforms balls 22,206
Boys and Girls Club Stanislaus Coun


819 17th St Suite 300
Modesto,CA95354 		None PC Funding for a new computer lab including 20 laptop 25,000
California Avenue Elementary School


3800 California St
Riverbank,CA95367 		None PC Funding for field trip to Modesto Childrens Museu 15,500
Central Valley High School


2503 Lawrence St PO Box 307
Ceres,CA95307 		None PC AP Physics class equipment 8,500
Central West Ballet


5039 Pentecost Dr B
Modesto,CA95356 		None PC Funding for their performance of Frankenstein 17,800
Ceres High School


2503 Lawrence St PO bBox 307
Ceres,CA95307 		None PC Funding for laser engraver and stem robotic dog 25,000
Child Abuse Prevention Council


127 N Sutter St
Stockton,CA95202 		None PC Funding for five additional CAMP preschool sites 12,000
Childrens Crisis Center


1244 Fiori Ave
Ceres,CA95307 		None PC Funding for a new roof and gutters at Verdas Hous 13,811
Colony Oak Elementary School


22241 Murphy Road
Ripon,CA95366 		None PC Funding for Promethean Board and Greenhouse suppli 15,500
Cornerstone Creative Arts


17900 Comconex Rd
Manteca,CA95336 		None PC Donation Drone video camera stage cameras t-shir 5,000
Crickets Hope


133 Downey Ave
Modesto,CA95354 		None PC Donation art supplies STEM classes and outdoor e 8,203
Dome of Hope


914 N Center St
Stockton,CA95202 		None PF Install signage on building and vehicle anti-thef 6,500
Dutcher Middle School


1441 Colorado Ave
Turlock,CA95380 		None PF Portable sound system for Visual Perfroming Arts 19,897
Education Foundation of Stan County


1100 H Street
Modesto,CA95354 		None PC Funding for mulegator 24k & student supplies 6k 30,000
Enslen Elementary School


515 Coldwell Ave
Modesto,CA95354 		None PC Donation of blood pressure machines first aid kit 9,000
Fairview Elementary School


1937 West Whitmore Ave
Modesto,CA95358 		None PC Funding for five field trips and backpacks 20,000
Family Promise of San Joaquin Count


6148 Gettysburg Pl
Stockton,CA95207 		None PC Funding for a van 65k and 182 airbeds 35k 35,000
Fowler Elementary School


2503 Lawrence St
Ceres,CA95307 		None PC Donation for 1st grade and 2nd grade STEM progra 9,700
Friends of the Manteca Libray


320 W Center St
Manteca,CA95336 		None PC Donation for new childrens books 2,000
Give Every Child a Chance


322 Sun W Pl
Manteca,CA95337 		None PC Funding for student furniture 20kstudent schola 40,000
Golden West Elementary School


1031 N Main Street
Manteca,CA95336 		None PC For books 5k and positive behavior rewards 3k 5,000
Great Valley Academy of Salida


5901 Sisk Road
Modesto,CA95356 		None PC Funding for the Library Project to add books ligh 4,000
Harvest High School


34 W 14st
Ripon,CA95366 		None PC Funding for 8X12 Tuff Shed and aritificial turf in 4,200
Lodi Memorial Hospital


845 S Fairmont Ave Ste 3
Lodi,CA95240 		None PC Purchase 3 Stryker Surgical Towers for surgical us 611,000
Lodi Middle School


945 S Ham Ln
Lodi,CA95242 		None PC Funding for scannerprinter robotic kits art sup 17,000
Lucas Elementary School


2503 Lawrence St
Ceres,CA95307 		None PC Biology project funding for science classes 5,803
MUSD Advantage Future Teachers


2271 W Louise Ave
Manteca,CA95337 		None PC Funding for Math Cup 13,750
Manteca Childrens Foundation


PO BOX 807
Manteca,CA95336 		None PC Funding for college scholarships 15,000
Manteca Fire Chiefs Foundation


1154 S Union Road
Manteca,CA95337 		None PC Funding for various equipment Numbers broken down 41,030
Memorial Hospital Foundation


1700 Coffee Rd
Modesto,CA95355 		None PC Funding for various medical equipment with numbers 566,260
Mercy Spring Ranch


21819 McBride Road
Escalon,CA95320 		None PC Funding for lighting rennovations for the ranch 34,760
Modesto Police Department


600 10th Street
Modesto,CA95354 		None PC Funding for four police shields and on searchcam 28,162
New Direction AlcoholDrug Awarenes


1981 Cherokee Road
Stockton,CA95205 		None PC Funding for new bunk beds 11,020
New Life Church


107 DArcy Pkwy
Lathrop,CA95330 		None PC Funding for teen camp and afterschool program 11,500
Opera Modesto INC


1214 11th Street no 3
Modesto,CA95354 		None PC Cost for various events for kids to participate or 25,000
Our Lady of Fatima Catholic School


501 W Granger Ave
Modesto,CA95350 		None PC Funding for various science related items Prices 25,756
Park View Elementary School


754 Cindy Drive
Ripon,CA95366 		None PC STEAM room equipment upgrades Prices not listed 23,336
Read to Me Stockton


1346 E Harding Way
Stockton,CA95205 		None PC Funding to purchase 12500 books for children 25,000
Ripona Elementary School


415 Oregon St
Ripon,CA95366 		None PC Funding for Arts and PE programs Prices listed 25,934
Roberts Ferry School


101 Roberts Ferry Road
Waterford,CA95386 		None PC Funding for Cap Sea in Aptos for twenty students 8,100
Sacred Heart School


856 39th St
Sacramento,CA95816 		None PC Funding for a new HistorySocial Studies program 18,000
San Joaquin Junior Golf Foundation


PO Box 77919
Stockton,CA95267 		None PC Funding for golf scholarships 10,000
Shackelford Elementary School


100 School Ave
Modesto,CA95351 		None PC Funding for various field trips 28,700
SJFB Foundation for Agricultural Ed


3290 Ad Ard Rd
Stockton,CA95215 		None PC Funding for field trips to farms 13,140
Spanos Elementary School


56 S Lincoln St
Stockton,CA95203 		None PC Funding for robotic kits with prices included 25,674
St Anthony Catholic School


323 N Fremont Ave
Manteca,CA95336 		None PC Funding for STEM items 10,345
Stanislaus County Library


1500 I St
Modesto,CA95354 		None PC Funding for books bags and bookmarks 15,000
Stanislaus County Office of Educati


1100 H St
Modesto,CA95354 		None PC Funding for STEM and visual art learning program 30,000
Stockton Symphony Association


4629 Quail Lakes Dr
Stockton,CA95207 		None PC Funding for Magic of Music program to allow perfor 30,000
Sutter Valley Medical Foundation


2200 River Plaza DR
Sacramento,CA95833 		None PC Funding for two Voulson Expert 22 3D4D Ultrasound 427,690
Tracy Community Connections Cntr


324 E 11th St B
Tracy,CA95376 		None PC 80000 for passenger van remaining for housing 16,000
Tracy Communty Hospital Foundation


1420 N Tracy Blvd
Tracy,CA95376 		None PC Funding for medical equipment with prices included 383,540
Transformed Through Hope Ministries


201 W Alameda St
Manteca,CA95336 		None PC Funding for clothing for homeless 11,875
Valley Recovery Resources


1030 California Ave
Modesto,CA95351 		None PC Funding for computers dry storage roof and paren 11,000
Veritas Elementary School


1600 Pagola Ave
Manteca,CA95337 		None PC Funding for flexible seating outdoor tables and s 15,000
Virginia Park Elmentary School


2503 Lawrence St
Ceres,CA95307 		None PC STEAM equipment in classroom 5,411
Weston Elementary School


1660 Stanley Dr
Ripon,CA95366 		None PC Funding for field trips Prices needed 36,500
Whitmore Charter School


2503 Lawrence St
Ceres,CA95307 		None PC Funding for Versatiles for Kindergarten teachers 2,000
Weston Ranch High School


4606 McCuen Ave
Stockton,CA95206 		None PC Boards and lights for theatre 30k instruments 95k 50,000
Andersons 209 BMX Race Team Inc


907 W Yosemite Ave PO Box 4343
Manteca,CA95337 		None PF To replace the BMX Candace gate 5,000
Argus Continuation High School


2503 lawrence St PO Box 307
Ceres,CA95307 		None PF Responsible Decision Making 4,000
Beyer Robotics Booster Club


1717 Sylvan Ave
Modesto,CA95355 		None PF Funding for two robot kits 5,000
Coalition of Tracy Citizen To Assis


5555 W Granite Rd
Tracy,CA95304 		None PF Maintanence and replacement of appliances at both 2,500
First Tee Central Valley


602 E Yosemite Ave
Manteca,CA95336 		None PF Donation for equipment and training for program ex 3,500
Garrison Elementary School


1811 Teresa St
Modesto,CA95350 		None PF Donation for each child to receive a backpack with 7,000
Girl Scouts


6601 Elvas Ave
Sacramento,CA95819 		None PF STEM education badge program 4,200
Great Valley Bookfest


1433 Moffat Blvd Suite 3
Manteca,CA95337 		None PF Funding for the annual book fair for Manteca child 5,000
Junior Achievement of N CA


3003 Oak Road Suite 130
Walnut Creek,CA94597 		None PF Funding for financial literacy programs 3,000
Lloyd G Cunningham Elementary Scho


324 W Linwood
Turlock,CA95380 		None PF Purchase socks shoes shirts for running club 2,500
Lucille Whitehead Intermediate Scho


119 N Reinway Ave
Waterford,CA95386 		None PF Funding for a Yamaha Piano for music program 7,550
Make A Wish Foundation


2800 Club Center Dr
Vernalis,CA95385 		None PF Funding to fulfill the wish of a dying child from 10,000
Primary Years Academy


56 S Lincoln St
Stockton,CA95203 		None PF Funding for instruments in music program 9,475
Society for Disabilities


1129 8th St Ste 101
Modesto,CA95354 		None PF Funding for three wheelchairs and two electric hos 5,000
Soroptomist International of Mantec


2357 Pilsbury Rd
Manteca,CA95337 		None PF Funding to help poor Manteca students buy school s 5,000
The Stockton Chorale


PO Box 7711
Stockton,CA95267 		None PF Funding for youth scholarships and Asl interpreter 7,480
Three Seeds Organization


211 E March Lane Ste E
Stockton,CA95207 		None PF Funds will be used to purchase music instruments a 4,000
Wide Horizons Inc


110 N Main St
Manteca,CA95336 		None PF Funding for scholarships for disabled youth to lea 10,000
Brown Elementary School


1400 Georgetown Ave
Turlock,CA95382 		None PF Funding for audio digital video systems for mult 10,000
Camp Taylor


8224 W Grayson Rd
Modesto,CA95358 		None PF Funding for outdoor physical activity area 25,000
Chalk Wild LLC


2508 Manor Oak Dr
Modesto,CA95355 		None PF Funding for 1000 backpacks 17,702
Christian Berets Inc


2508 Oakdale Rd
Modesto,CA95355 		None PF Funding to replace kitchen equpment and facility 19,368
Childrens Museum of Stockton


402 W Weber Ave
Stockton,CA95203 		None PF Funding for a mobile museum program incuding a use 23,500
City Ministry Network Inc


820 H St
Lakeport,CA95453 		None PF Funding for a Youth Empowerment Conference 4,000
Commodore Stockton Skills School


56 S Lincholn St
Stockton,CA95203 		None PF Funding for various field trips with prices includ 29,390
Creekside Elementary School


2515 Estate Drive
Stockton,CA95209 		None PF Funding for 3500 new books 15,000
Daniel House


4120 Dale Rd Suite J-8 205
Modesto,CA95356 		None PF Funding for computer lab equipment and used van 4,000
Davis Elementary School


5224 E Morada Lane
Stockton,CA95212 		None PF Funding for flexible seating book fairs and STEM 10,000
El Concilio


445 N San Joaquin St
Stockton,CA95202 		None PF Funding for van modifications including wifi dash 8,750
Filmore Elementary School


56 S Lincoln St
Stockton,CA95203 		None PF Funding for tickets to multiple field trips 22,321
Franklin High School


56 S Lincoln St
Stockton,CA95203 		None PF Funding for equipment for filimography class Pric 13,427
Good Shepherd Community Church


306 W Eaton Ave
Tracy,CA95376 		None PF Funding for kitchen equipment 198k and compute 19,800
Gospel Center Rescue Mission Inc


445 S San Joaquin St
Stockton,CA95203 		None PF Funding for food clothing and shelter 10k 10,000
Grace is the Key Inc


619 Galaxy Way
Modesto,CA95356 		None PF Funding for equipment for food storage 14,857
Gratton School District


4500 S Gratton Rd
Denair,CA95316 		None PF Funding for music program smart boards laptops 18,500
Hanshaw Middle School


1725 Las Vegas St
Merced,CA95348 		None PC Funding for STEM initiatives and field trips 25,350
Hong Kingston Valenzuela


56 S Lincoln St
Stockton,CA95203 		None PC Funding for drones for mathematics department 17,487
Imagination Library of Stan County


1100 H St
Modesto,CA95354 		None PC Funding to purchase new books for children 20,000
Improve Your Tomorrow


3780 Rosin Ct
Sacramento,CA95834 		None PC Funding for a new vehicle to transport people to s 25,000
Inner City Action Inc


1800 N Wilson Way
Stockton,CA95205 		None PC Funding for two electric power pallet jacks for fo 11,588
Jessicas House


1225 Christopherson Pkwy
Turlock,CA95382 		None PF Funding for emergency devices boardroom equipment 13,000
Knights Ferry Elementary School


PO Box 840
Oakdale,CA95361 		None GOV Funding for school transportation10k and farm 21,125
Lawrence Elementary School


721 Calavares St
Lodi,CA95240 		None PC Funding for t-shirts math games wrist bands and 4,500
Lottie Grunsky Elementary School


56 S Lincoln St
Stockton,CA95203 		None PC Smartboard interactive displays and computers 22,025
LOVE U Foundation


2030 Lydia St
Escalon,CA95320 		None PC Funding for an afterschool program including furni 15,000
Manteca Unified School District


2271 E Louise Ave
Manteca,CA95337 		None PC SEL books storage shed lesson equipment etc 22,000
MNJ Foundation Lords Closet


1441 Coldwell Ave Ste D
Modesto,CA95350 		None PC Funding for their mobile outreach program 8,000
Modesto Childrens Museum


928 11th St
Modesto,CA95354 		None PC Funding for poor children to attend the museum 15,000
Mountain House High School


1090 S Central Pkwy
Tracy,CA95391 		None PC Funding for medical supplies for anatomy classes 14,063
Nightingale Charter School


56 S Lincoln St
Stockton,CA95203 		None PC Funding for robotics tech and ipads for classroo 26,904
Orville Wright Elementary School


1602 Monterey Ave
Modesto,CA95354 		None PC Funding for various field trips Prices listed 22,000
Pulliam Elementary School


56 S Lincoln St
Stockton,CA95203 		None PC Drones and iPads for STEM classes 17,487
Salida Middle School


5041 Toomes Rd
Salida,CA95368 		None PC Funding for new music equipment Prices included 24,207
Salida Union School District


4801 Sisk Rd
Salida,CA95368 		None PC Funding for six Q Series Interactive Panels for te 20,325
Salvation Army


1649 Las Vegas St
Modesto,CA95358 		None PC Funding for computers monitors software furnitu 28,766
Sam Vaughn Elementary School


2503 Lawrence St
Ceres,CA95307 		None PC Funding for two field trips 14,000
San Joaquin Community Foundation


6731 Herndon Place
Stockton,CA95219 		None PC Funds used for non profit assistance 10,000
Science is Elementary


650 Castro St Ste 120 PMB 95531
Mountain View,CA94041 		None PC Funding for science kitsbooks for local kids in S 15,000
SJ Historical Society Museum


11793 N Micke Grove Rd
Lodi,CA95240 		None PC Funding for four gold sluices and training materia 10,000
Stan County Youth Empowerment Progr


820 H St Mailbox 4
Modesto,CA95354 		None PC Funding for new computers for administration 4,846
Stan Partners in Education


1100 H St
Modesto,CA95354 		None PC Funding for twenty education grants for local teac 20,000
Stockton Alternative High School


56 S Lincoln St
Stockton,CA95203 		None PC Funding for furniture for student learning 21,179
Taylor Leadership Academy


1101 Leveler Blvd
Stockton,CA95206 		None PC Funding for STEM field trips and art supplies 10,000
SHARE


1111 J St Ste G 101
Modesto,CA95354 		None PF Funding for van clothing sleeping bags etc Pri 15,210
Sierra Vista Child Family Service


100 Poplar Ave
Modesto,CA95354 		None PC Funding for a new playground 20,000
University of the Pacific


3601 Pacific Ave
Stockton,CA95211 		None PC Funding for mobile Medicare Clinics in StanSJ Cou 25,000
Waterford High School


121 S Reinway Ave
Waterford,CA95386 		None PC Funding for musical instruments Prices included 26,210
Waterford Junior High School


12916 Bentley St
Waterford,CA95386 		None PC Funding for new music instruments Prices included 27,330
Weber Institute of Applied Sciences


56 S Lincoln St
Stockton,CA95203 		None PC Funds for iPads software and robotics kits 25,570
Without Permission


810 Standiford Ave Ste 6
Modesto,CA95350 		None PC Funding for sensory toys for kids who were victims 15,000
World of Wonders Science Museum


2 N Sacramento St
Lodi,CA95240 		None PC Funding for a software engineering Museum exhibit 21,000
YMCA of SJ County


2105 W March Ln Ste 1
Stockton,CA95207 		None PC Funding for food for local kids for nine weeks 10,000
2nd Chance Computer Refurbishing


1038 McHenry Ave
Modesto,CA95350 		None PC Funds will purchase 1250 used Chromebooks20 eac 25,000
Gallo Center for the Arts Inc


1000 I St
Modesto,CA95354 		None PC Donation 43,500
Hart-Ransom Academic Charter School


3920 Shoemake Ave
Modesto,CA95358 		None PC Funding for several departments 34,427
Hickman Community Charter District


13306 4th St
Hickman,CA95323 		None PC Seed funding for outdoor sports facility 22,550
Holy Family Catholic Church


4212 Dale Rd
Modesto,CA95356 		None PC Seed Funding for a permanent kitchen facility to f 28,831
Modesto Junior College


435 College Ave
Modesto,CA95350 		None PC Four projects listed Consider 1 and 2 not 3 or 4 26,750
Sow A Seed Community Foundation


42 W 8th St
Tracy,CA95376 		None PC Funding for passenger van computers software et 9,222
St Josephs Medical Center Foundat


1800 N California St
Stockton,CA95204 		None PC Funding for medical equipment with prices included 209,195
Turlock Christian School


1619 E Monte Vista Ave
Turlock,CA95382 		None PC Funding for various school equipment with prices i 46,569
Valley Christian Church


903 S Corral Hollow Rd
Tracy,CA95376 		None PC Funding for modular building freezers food for 34,400
Total .................................right arrow 3a 4,679,158
bApproved for future payment
Total ................................. right arrow 3b 0
Form 990-PF (2023)
Form 990-PF (2023)
Page 12
Part XV-A
Analysis of Income-Producing Activities
Enter gross amounts unless otherwise indicated. Unrelated business income Excluded by section 512, 513, or 514 (e)
Related or exempt
function income
(See instructions.)
1Program service revenue: (a)
Business code 		(b)
Amount 		(c)
Exclusion code 		(d)
Amount
a
b
c
d
e
f
gFees and contracts from government agencies          
2 Membership dues and assessments ....          
3 Interest on savings and temporary cash
investments ........... 		    14    
4 Dividends and interest from securities ....          
5 Net rental income or (loss) from real estate:
aDebt-financed property......          
bNot debt-financed property.....     16    
6 Net rental income or (loss) from personal property          
7 Other investment income .....          
8 Gain or (loss) from sales of assets other than
inventory ............ 		    18    
9 Net income or (loss) from special events:          
10 Gross profit or (loss) from sales of inventory          
11 Other revenue: a
b
c
d
e
12 Subtotal. Add columns (b), (d), and (e) ..      
13Total. Add line 12, columns (b), (d), and (e)..................
13
 
(See worksheet in line 13 instructions to verify calculations.)
Part XV-B
Relationship of Activities to the Accomplishment of Exempt Purposes
Line No.
DownArrow 		Explain below how each activity for which income is reported in column (e) of Part XV-A contributed importantly to
the accomplishment of the foundation’s exempt purposes (other than by providing funds for such purposes). (See
instructions.)
Form 990-PF (2023)
Form 990-PF (2023)
Page 13
Part XVI
Information Regarding Transfers To and Transactions and Relationships With Noncharitable Exempt Organizations
1
Did the organization directly or indirectly engage in any of the following with any other organization described in section 501(c) (other than section 501(c)(3) organizations) or in section 527, relating to political organizations?
Yes
No
a
Transfers from the reporting foundation to a noncharitable exempt organization of:
(1) Cash...................................
1a(1)
 
No
(2) Other assets.................................
1a(2)
 
No
b
Other transactions:
(1) Sales of assets to a noncharitable exempt organization....................
1b(1)
 
No
(2) Purchases of assets from a noncharitable exempt organization..................
1b(2)
 
No
(3) Rental of facilities, equipment, or other assets.......................
1b(3)
 
No
(4) Reimbursement arrangements...........................
1b(4)
 
No
(5) Loans or loan guarantees.............................
1b(5)
 
No
(6) Performance of services or membership or fundraising solicitations................
1b(6)
 
No
c
Sharing of facilities, equipment, mailing lists, other assets, or paid employees..............
1c
 
No
d
If the answer to any of the above is "Yes," complete the following schedule. Column (b) should always show the fair market value
of the goods, other assets, or services given by the reporting foundation. If the foundation received less than fair market value
in any transaction or sharing arrangement, show in column (d) the value of the goods, other assets, or services received.
(a) Line No. (b) Amount involved (c) Name of noncharitable exempt organization (d) Description of transfers, transactions, and sharing arrangements
2a
Is the foundation directly or indirectly affiliated with, or related to, one or more tax-exempt organizations
described in section 501(c) (other than section 501(c)(3)) or in section 527? ...........
b
If "Yes," complete the following schedule.

(a) Name of organization (b) Type of organization (c) Description of relationship
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Form 990-PF (2023)
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TY 2023 DepreciationSchedule
Name:
The Antone and Marie Raymus Foundation
EIN:
68-0172685
Description of Property Date Acquired Cost or Other Basis Prior Years' Depreciation Computation Method Rate /
Life (# of years)		 Current Year's Depreciation Expense Net Investment Income Adjusted Net Income Cost of Goods Sold Not Included
342 N Stafford Way BUILDING 2019-08-01 255,176 31,317 SL 27.5 9,278 0 0  
455 N Palomino Ct Building 2019-08-01 246,596 30,264 SL 27.5 8,966 0 0  
1010 N GARDEN GATE BUILDING 2019-08-01 309,775 38,019 SL 27.5 11,263 0 0  
215 WAWONA ST BUILDING 2019-08-01 349,527 42,896 SL 27.5 12,709 0 0  
423 S PARK AVE BUILDING 2019-08-01 212,112 26,031 SL 27.5 7,712 0 0  
1327 E MITCHELL LN BUILDING 2019-08-01 271,834 33,362 SL 27.5 9,884 0 0  
1228 SYRACUSE LN BUILDING 2019-08-01 241,304 29,616 SL 27.5 8,774 0 0  
1387 GIANNA LN BUILDING 2019-08-01 247,684 30,399 SL 27.5 9,006 0 0  
227 WAWONA ST BUILDING 2019-08-01 386,292 47,409 SL 27.5 14,046 0 0  
1417 GIANNA BUILDING 2019-08-01 260,247 31,941 SL 27.5 9,463 0 0  
835 E SIERRA ST BUILDING 2019-08-01 225,315 27,651 SL 27.5 8,192 0 0  
221 WAWONA ST BUILDING 2019-08-01 356,221 43,717 SL 27.5 12,952 0 0  
1326 MITCHELL LN BUILDING 2019-08-01 238,949 29,325 SL 27.5 8,688 0 0  
315 DAN ST BUILDING 2019-08-01 227,467 27,918 SL 27.5 8,271 0 0  
1751 BARIBALDI DR BUILDING 2019-08-01 265,376 32,569 SL 27.5 9,649 0 0  
1703 SALLIE O DR BUILDING 2019-08-01 245,841 30,172 SL 27.5 8,939 0 0  
233 WAWONA ST BUILDING 2019-08-01 376,081 46,156 SL 27.5 13,674 0 0  
245 WAWONA ST BUILDING 2019-08-01 386,292 47,409 SL 27.5 14,046 0 0  
251 WAWONA ST BUILDING 2019-08-01 366,312 44,955 SL 27.5 13,319 0 0  
263 WAWONA ST BUILDING 2019-08-01 360,167 44,202 SL 27.5 13,096 0 0  
334 N STAFFORD WAY BUILDING 2019-08-01 296,300 36,365 SL 27.5 10,773 0 0  
336 STAFFORD WAY LAND 2019-08-01 53,700 33,680     6,186 0 0  
472 S COWELL AVE BUILDING 2019-08-01 244,807 30,044 SL 27.5 8,901 0 0  
1050 N GARDEN GATE DR BUILDING 2019-08-01 564,883 69,326 SL 27.5 20,539 0 0  
502 JASON ST BUILDING 2019-08-01 238,244 29,238 SL 27.5 8,663 0 0  
14880 S PUEBLO DR BUILDING 2019-08-01 187,747 23,799 SL 27.5 6,826 0 0  
239 WAWONA ST BUILDING 2019-08-01 355,352 43,612 SL 27.5 12,921 0 0  
257 WAWONA ST BUILDING 2019-08-01 339,818 41,705 SL 27.5 12,356 0 0  
1325 E NORTH ST BUILDING 2019-08-01 296,300 36,365 SL 27.5 10,773 0 0  
1327 E NORTH ST LAND 2019-08-01 53,700 17,184   0 0 0 0  
1309 E MITCHELL LN BUILDING 2019-08-01 243,762 29,916 SL 27.5 8,863 0 0  
1319 MITCHELL LN BUILDING 2019-08-01 235,050 28,846 SL 27.5 8,546 0 0  
540 S LOCUST AVE BUILDING 2019-08-01 208,444 25,582 SL 27.5 7,579 0 0  
14422 S MODOC CT BUILDING 2019-08-01 272,507 33,443 SL 27.5 9,908 0 0  
505 S PARK AVE BUILDING 2019-08-01 229,056 28,110 SL 27.5 8,328 0 0  
1317 E NORTH ST BUILDING 2019-08-01 304,766 37,402 SL 27.5 11,081 0 0  
1303 E MITCHELL LN BUILDING 2019-08-01 234,727 28,809 SL 27.5 8,535 0 0  
1405 GIANNA BUILDING 2019-08-01 280,862 34,469 SL 27.5 10,212 0 0  
1393 E NORTH ST BUILDING 2019-08-01 259,874 31,894 SL 27.5 9,449 0 0  
1996 E YOSEMITE AVE BUILDING 2019-08-01 2,722,175 323,139 SL 27.5 98,978 0 0  
544 E YOSEMITE AVE BUILDING 2019-08-01 890,521 105,712 SL 27.5 32,379 0 0  
879 CINNAMON TEAL LAND 2019-08-01 246,620 30,267 SL 27.5 8,967 0 0  
Mobile Home Park Structural 2019-08-01 8,989,055 1,416,359 ARR 27.5 326,842 0 0  
14515 Shawnee Way 2019-08-01 291,389 35,758 ARR 27.5 10,595 0 0  
6103 E Mohican Dr 2019-08-01 245,637 30,143 ARR 27.5 8,931 0 0  
1443 Catamaran Ct 2019-08-01 263,252 32,306 ARR 27.5 9,572 0 0  
5923 E Mohican Dr 2019-08-01 180,669 22,171 ARR 27.5 6,569 0 0  
235 Kent St 2019-08-01 240,247 29,481 ARR 27.5 8,735 0 0  
617 E Yosemie Ave 2019-08-01 42,890 5,262 ARR 27.5 1,559 0 0  
1262 Locust Ave 2019-08-01 281,082 34,493 ARR 27.5 10,220 0 0  
124 25th Ave Santa Cruz 2019-08-01 1,650,000 202,482 ARR 27.5 59,994 0 0  
14680 S Polanco Pl 2019-08-01 58,413 7,169 ARR 27.5 2,124 0 0  
612 Carlton Ave 2019-08-01 4,390,757 379,956 ARP 39 112,579 0 0  
6397 E Lathrop RD Land 2019-08-01 100,000 0 NDA   0 0 0  
15260 S St RT 99 Land 2019-08-01 150,000 0 NDA   0 0 0  
15350 S Inheritance Way Land 2019-08-01 210,000 0 NDA   0 0 0  
14649 S Navajo Wy Land 2019-08-01 9,000 0 NDA   0 0 0  
E Lathrop Rd Land 2019-08-01 725,000 0 NDA   0 0 0  
5959 E Lathrop Rd 2019-08-01 350,000 0 NDA   0 0 0  
6535 E Southland 2019-08-01 725,000 0 NDA   0 0 0  
Telephone System 2019-08-01 4,932 4,932 SL 5 0 0 0  
NERI Business Systems 2019-08-01 8,861 8,861 SL 5 0 0 0  
NERI Business Systems 2019-08-01 4,500 4,500 SL 5 0 0 0  
NERI Business Systems 2019-08-01 6,264 6,264 SL 5 0 0 0  
Miscellaneous Defunct Assets 2019-08-01 5,268,872 5,268,872 M 5 0 0 0  
Fixtures and improvements 2020-10-12 601,129 127,740 SL 10 60,113 0 0  
AZORES FIXTURES AND IMPROVEMENTS 2021-01-06 273,041 27,304 SL 10 27,304 0 0  
AZORES FIXTURES AND IMPROVEMENTS 2022-01-31 780,304 39,015 SL 10 78,030 0 0  
DRAMM FURNITURE AND EQUIPMENT 2021-03-15 18,976 3,795 SL 5 3,795 0 0  
DRAMM FIXTURES AND IMPROVEMENTS 2021-04-02 236,071 23,607 SL 10 23,607 0 0  
DRAMM FIXTURES AND IMPROVEMENTS 2022-01-21 281,784 14,089 SL 10 28,178 0 0  
DRAMM FIXTURES AND IMPROVEMENTS 2022-03-04 15,215 1,522 SL 5 3,043 0 0  
RAYMUS LLC FURNITURE AND EQUIPMENT 2021-05-28 12,822 2,564 SL 5 2,564 0 0  
RAYMUS LLC FIXTURES AND IMPROVEMENTS 2021-03-31 106,035 10,603 SL 10 10,603 0 0  
RAYMUS LLC FIXTURES AND IMPROVEMENTS 2022-01-31 104,339 5,217 SL 10 10,434 0 0  
RAYMUS LLCVEHICLE 2022-05-31 33,901 3,390 SL 5 6,780 0 0  
RAYMUS LLC2022 RAM 2022-09-06 67,070 6,707 SL 5 13,414 0 0  
AZORES RENTAL PROPERTIES 2023-01-01 304,699 0 ARR 27.5 10,619 0 0  
DRAMM FURNITURES AND EQUIPMENT 2023-01-01 18,630 0 SL 5 1,863 0 0  
DRAMM RENTAL PROPERTIES 2023-01-01 331,399 0 ARR 27.5 11,549 0 0  
RAYMUS LLC FURNITURES AND EQUIPMENT 2023-01-01 2,751 0 SL 5 275 0 0  
RAYMUS LLC TOOLS AND EQUIPMENT 2023-01-01 47,041 0 SL 10 2,352 0 0  
RAYMUS LLC RENTAL PROPERTIES 2023-01-01 173,591 0 ARR 27.5 6,050 0 0  

TY 2023 InvestmentsLandSchedule2
Name:
The Antone and Marie Raymus Foundation
EIN:
68-0172685
Category/ Item Cost/Other Basis Accumulated Depreciation Book Value End of Year Fair Market Value
Investments - Land Building Equip 56,736,128 0 56,736,128 0

TY 2023 InvestmentsOtherSchedule2
Name:
The Antone and Marie Raymus Foundation
EIN:
68-0172685
Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
Investment - Securities   0 0

TY 2023 OtherAssetsSchedule
Name:
The Antone and Marie Raymus Foundation
EIN:
68-0172685
Description Beginning of Year - Book Value End of Year - Book Value End of Year - Fair Market Value
Other Assets 396,439 0 0


TY 2023 OtherLiabilitiesSchedule
Name:
The Antone and Marie Raymus Foundation
EIN:
68-0172685
Description Beginning of Year - Book Value End of Year - Book Value
Security Deposit 162,243 0