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
2024
Open to Public Inspection
For calendar year 2024, or tax year beginning 01-01-2024 , and ending 12-31-2024
Name of foundation
The Antone and Marie Raymus Foundation
 
% Blanca Bergquist
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)

(209) 823-3148
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$0
J 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 40,151    
4 Dividends and interest from securities... 1,160,088    
5a Gross rents............ 3,652,801    
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 2,366,525
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)....... 6,633    
12 Total. Add lines 1 through 11........ 7,226,198 0  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc.        
14 Other employee salaries and wages...... 973,063 850,066   122,997
15 Pension plans, employee benefits.......        
16a Legal fees (attach schedule)......... 235,444 212,492   22,952
b Accounting fees (attach schedule).......        
c Other professional fees (attach schedule)....        
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... 534,661 534,501   160
19 Depreciation (attach schedule) and depletion... 1,347,934    
20 Occupancy..............        
21 Travel, conferences, and meetings.......        
22 Printing and publications..........        
23 Other expenses (attach schedule)....... 1,433,020 1,416,004   17,016
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 4,524,122 3,013,063   163,125
25 Contributions, gifts, grants paid....... 3,931,235 3,931,235
26 Total expenses and disbursements. Add lines 24 and 25 8,455,357 3,013,063   4,094,360
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements -1,229,159
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 (2024)
Form 990-PF (2024)
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......... 8,534,653 6,081,478  
3 Accounts receivable right arrow42,598
Less: allowance for doubtful accounts right arrow   14,388 42,598  
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 54,060  
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 arrow54,877,889
Less: accumulated depreciation (attach schedule) right arrow10,487,742 55,786,233 Click to see attachment
List of Attached Documents:
// Content
44,390,147
 
12 Investments—mortgage loans.............      
13 Investments—other (attach schedule).......... 21,871,207 Click to see attachment
List of Attached Documents:
// Content
20,643,921
 
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
4,798
 
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 86,241,172 71,217,002 0
Liabilities 17 Accounts payable and accrued expenses.......... 5,788 43,210
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
147,209
23 Total liabilities (add lines 17 through 22)......... 5,788 190,419
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 86,235,384 71,026,583
29 Total net assets or fund balances (see instructions)..... 86,235,384 71,026,583
30 Total liabilities and net assets/fund balances (see instructions). 86,241,172 71,217,002
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
86,235,384
2
Enter amount from Part I, line 27a .....................
2
-1,229,159
3
Other increases not included in line 2 (itemize) right arrow
3
 
4
Add lines 1, 2, and 3 ..........................
4
85,006,225
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
85,006,225
Form 990-PF (2024)
Form 990-PF (2024)
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 2024 estimated tax payments and 2023 overpayment credited to 2024 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 2025 estimated taxright arrow   Refundedright arrow 11  
Form 990-PF (2024)
Form 990-PF (2024)
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 2024 or the taxable year beginning in 2024? 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 Click to see attachment
List of Attached Documents:
// Content
.............
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 2024, 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 (2024)
Form 990-PF (2024)
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 2024? .............
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 2024, did the foundation have any undistributed income (Part XII, lines 6d
and 6e) for tax year(s) beginning before 2024?....................
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 2024 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 2024.) .....................
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 2024? ..
4b
 
 
Form 990-PF (2024)
Form 990-PF (2024)
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
 
No
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 (2024)
Form 990-PF (2024)
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 arrow0
Form 990-PF (2024)
Form 990-PF (2024)
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
62,256,300
b
Average of monthly cash balances.......................
1b
9,355,002
c
Fair market value of all other assets (see instructions)................
1c
48,297,073
d
Total (add lines 1a, b, and c).........................
1d
119,908,375
e
Reduction claimed for blockage or other factors reported on lines 1a and
1c (attach detailed explanation) .............
1e
0
2
Acquisition indebtedness applicable to line 1 assets..................
2
0
3
Subtract line 2 from line 1d.........................
3
119,908,375
4
Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
instructions) .............................
4
1,798,626
5
Net value of noncharitable-use assets. Subtract line 4 from line 3. ............
5
118,109,749
6
Minimum investment return. Enter 5% (0.05) of line 5................
6
5,905,487
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
5,905,487
2a
Tax on investment income for 2024 from Part V, line 5 .......
2a
 
b
Income tax for 2024. (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
5,905,487
4
Recoveries of amounts treated as qualifying distributions................
4
 
5
Add lines 3 and 4............................
5
5,905,487
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
5,905,487
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
4,094,360
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
4,094,360
Form 990-PF (2024)
Form 990-PF (2024)
Page 9
Part XII
Undistributed Income (see instructions)
(a)
Corpus
(b)
Years prior to 2023
(c)
2023
(d)
2024
1 Distributable amount for 2024 from Part X, line 7 5,905,487
2 Undistributed income, if any, as of the end of 2024:
a Enter amount for 2023 only....... 1,500,999
b Total for prior years:20 , 20, 20  
3 Excess distributions carryover, if any, to 2024:
a From 2019......  
b From 2020......  
c From 2021......  
d From 2022......  
e From 2023......  
f Total of lines 3a through e ........  
4Qualifying distributions for 2024 from Part
XI, line 4: right arrow$ 4,094,360
a Applied to 2023, but not more than line 2a 1,500,999
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 2024 distributable amount..... 2,593,361
e Remaining amount distributed out of corpus  
5 Excess distributions carryover applied to 2024.    
(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 2023. Subtract line
4a from line 2a. Taxable amount—see
instructions .............
 
f Undistributed income for 2024. Subtract
lines 4d and 5 from line 1. This amount must
be distributed in 2025 ..........
3,312,126
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 2019 not
applied on line 5 or line 7 (see instructions) ...
 
9 Excess distributions carryover to 2025.
Subtract lines 7 and 8 from line 6a ......
 
10 Analysis of line 9:
a Excess from 2020....  
b Excess from 2021....  
c Excess from 2022....  
d Excess from 2023....  
e Excess from 2024....  
Form 990-PF (2024)
Form 990-PF (2024)
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 2024, 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) 2024 (b) 2023 (c) 2022 (d) 2021
         
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 if the foundation only makes contributions to preselected charitable organizations and does not accept
unsolicited requests for funds. If the foundation makes gifts, grants, etc. to individuals or organizations under
other conditions, complete items 2a, b, c, and d. See instructions
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 (2024)
Form 990-PF (2024)
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 10,000
Bear Creek High School


10555 Thornton Rd
Lodi,CA95240
None PC for uniforms and instruments for music program 7,500
Aspire Public Schools


1001 22nd Ave
Oakland,CA94606
None PC Group of three charter schools located in Modesto 9,000
Boys Girls Club of Lodi


50 Brookside Ave
Lodi,CA95240
None PC for 3D printer soccer nets bean bags etc 7,000
Childrens Home of Stockton


430 N Pilgrim St
Stockton,CA95205
None PC client assistance with transportation clothingfo 10,000
Clairmont Elementary School


8282 Le Mans Ave
Stockton,CA95210
None PC for books and a parent resource center 3,570
Community Hospice Foundation


4368 Spyres Way
Modesto,CA95356
None PC Funding for patient equipment like wheelchairs and 19,523
Delta Sculling Center


4950 Buckley Cove Way
Stockton,CA95219
None PC Funding for a coaching launch quad boat and ne 9,875
East of Eden K-9 Rescue


6353 Morgan Pl
Stockton,CA95219
None PC Apprenticeships for youth for dog training careers 2,500
Giving Opportunities to Kids Founda


1305 E Vine Sr
Lodi,CA95240
None PC Provides tutoring services to local kids for book 10,000
Learning Quest


1032 11th St
Modesto,CA95354
None PC Funding for program teaching dyslexic children and 6,000
Julia Morgan Elementary


3777 AG Spanos Blvd
Stockton,CA95209
None PC Funding for baseball equipment for poor families 5,000
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 7,891
Modesto Gospel Mission


1400 Yosemite Blvd
Stockton,CA95354
None PC Provide help to local homeless for beds bedding 64,500
Prevail CA


620 N San Joaquin St
Stockton,CA95202
None PC Provide aid to homeless individualsfor various su 5,000
Ripon High School


301 N Acacia Ave
Ripon,CA95366
None PC for promethean boards stands 27,959
Tracy High School


315 E 11th St
Tracy,CA95376
None PC for graphic artsjournalism equipment 19,782
United Cerebral Palsy


134 Pacific Rd
Manteca,CA95337
None PC Passenger van 136k and two charging tables 46k 20,054
Vets Boats


800 Wharf St
Richmond,CA94804
None PC Provides sailing opportunities to military veteran 1,000
Bay Valley Tech Foundation


5039 Pentecost Drive B-2
Modesto,CA95356
None PC Provide support for technical training 10,000
Bais Hillel


56887 Shinn Cabin Ln
North Fork,CA93643
None PC Provides support to local Jewish community 7,088
Boys and Girls Club


17701 Cowan Suite 110
Irvine,CA92614
None PC for furniture and electronics for STEM room 13,900
Blackwing Foundation


2835 Arch Airport Rd Suite 500
Stockton,CA95206
None PC Provides art lessons and supplies to schoolteacher 4,753
Central Valley High School


2503 Lawrence St PO Box 307
Ceres,CA95307
None PC AP Physics class equipment 12,250
Central West Ballet


5039 Pentecost Dr B
Modesto,CA95356
None PC Funding for their performance of Frankenstein 10,000
Ceres High School


2503 Lawrence St PO bBox 307
Ceres,CA95307
None PC Funding for laser engraver and stem robotic dog 6,000
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 15,000
Colony Oak Elementary School


22241 Murphy Road
Ripon,CA95366
None PC Funding for Promethean Board and Greenhouse suppli 13,000
Delta Charter Elementary School


31199 S Koster Rd
Manteca,CA95336
None PC for iPads for TK-3rd students 6,735
Crickets Hope


133 Downey Ave
Modesto,CA95354
None PC Donation art supplies STEM classes and outdoor e 14,720
Delta Charter Elementary School


914 N Center St
Stockton,CA95202
None PF for computers for all students 21,101
Delta Home Charter School


31400 S Koster Rd
Tracy,CA95304
None PF for iPads for TK-3rd students 6,735
Education Foundation of Stan County


1100 H Street
Modesto,CA95354
None PC Funding for mulegator 24k & student supplies 6k 16,500
Dena Boer Elementary School


4801 gold valley Rd
Salida,CA95368
None PC for speech pens panels and playground equipment 9,000
Fairview Elementary School


1937 West Whitmore Ave
Modesto,CA95358
None PC Funding for five field trips and backpacks 25,000
Family Promise of San Joaquin Count


6148 Gettysburg Pl
Stockton,CA95207
None PC Funding for a van 65k and 182 airbeds 35k 6,050
Fowler Elementary School


2503 Lawrence St
Ceres,CA95307
None PC Donation for 1st grade and 2nd grade STEM progra 4,900
Friends of the Manteca Library


320 W Center St
Manteca,CA95336
None PC Donation for new childrens books 2,920
Give Every Child a Chance


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


1800 WTenth St
Stockton,CA95203
None PC for lego education kits 14,000
Great Valley Academy of Salida


5901 Sisk Road
Modesto,CA95356
None PC Funding for the Library Project to add books ligh 5,000
Harvest High School


34 W 14st
Ripon,CA95366
None PC Funding for 8X12 Tuff Shed and aritificial turf in 5,100
Lodi Memorial Hospital


845 S Fairmont Ave Ste 3
Lodi,CA95240
None PC Purchase 3 Stryker Surgical Towers for surgical us 600,000
Lodi Middle School


945 S Ham Ln
Lodi,CA95242
None PC Funding for scannerprinter robotic kits art sup 12,807
Lucas Elementary School


2503 Lawrence St
Ceres,CA95307
None PC Biology project funding for science classes 18,900
Manteca High School


450 E Yosemite Ave
Manteca,CA95336
None PC for water polo equipment 5,000
Manteca Childrens Foundation


PO BOX 807
Manteca,CA95336
None PC Funding for college scholarships 15,000
Lodi Community Art Center


110 W Pine St
Manteca,CA95240
None PC for laptop immersion printer and art packets 4,200
Memorial Hospital Foundation


1700 Coffee Rd
Modesto,CA95355
None PC Funding for various medical equipment with numbers 429,862
Mercy Spring Ranch


21819 McBride Road
Escalon,CA95320
None PC Funding for lighting rennovations for the ranch 14,500
Modesto Police Department


600 10th Street
Modesto,CA95354
None PC Funding for four police shields and on searchcam 17,450
New Direction AlcoholDrug Awarenes


1981 Cherokee Road
Stockton,CA95205
None PC Funding for new bunk beds 13,000
New Life Church


107 DArcy Pkwy
Lathrop,CA95330
None PC Funding for teen camp and afterschool program 12,000
Opera Modesto INC


1214 11th Street no 3
Modesto,CA95354
None PC Cost for various events for kids to participate or 15,000
Our Lady of Fatima Catholic School


501 W Granger Ave
Modesto,CA95350
None PC Funding for various science related items Prices 12,078
Park View Elementary School


754 Cindy Drive
Ripon,CA95366
None PC STEAM room equipment upgrades Prices not listed 15,000
Read to Me Stockton


1346 E Harding Way
Stockton,CA95205
None PC Funding to purchase 12500 books for children 12,500
Ripona Elementary School


415 Oregon St
Ripon,CA95366
None PC Funding for Arts and PE programs Prices listed 20,000
Roberts Ferry School


101 Roberts Ferry Road
Waterford,CA95386
None PC Funding for Cap Sea in Aptos for twenty students 15,000
Sacred Heart School


856 39th St
Sacramento,CA95816
None PC Funding for a new HistorySocial Studies program 30,280
Port City Patriots


10940 Trinity Parkway Suite C-285
Stockton,CA95219
None PC for bill pay bus passes beds and appliances 6,215
Ripon Police Dept Explorers Program


259 N Wilma Ave
Ripon,CA95366
None PC for medical vests pellet guns and trailer 14,392
SJFB Foundation for Agricultural Ed


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


5335 Sequoia Blvd
Stockton,CA95206
None PC for Active Floor and PBIS rewards 17,000
Sonoma Elementary School


1325 Sonoma Ave
Modesto,CA95355
None PC for book vending machines and books 9,500
Stanislaus County Library


1500 I St
Modesto,CA95354
None PC Funding for books bags and bookmarks 16,500
Stanislaus County Office of Educati


1100 H St
Modesto,CA95354
None PC Funding for STEM and visual art learning program 17,907
Stockton Symphony Association


4629 Quail Lakes Dr
Stockton,CA95207
None PC Funding for Magic of Music program to allow perfor 20,000
Sutter Valley Medical Foundation


2200 River Plaza DR
Sacramento,CA95833
None PC Funding for two Voulson Expert 22 3D4D Ultrasound 389,307
Thomas Toy Community Center


602 E yosemite Ave
Manteca,CA95336
None PC for lab equipment art supplies 7,887
Tracy Communty Hospital Foundation


1420 N Tracy Blvd
Tracy,CA95376
None PC Funding for medical equipment with prices included 400,000
Tracy Seniors Association


793 S Tracy Blvd 349
Tracy,CA95376
None PC for graphic artsjournalism equipment 5,000
Valley Recovery Resources


1030 California Ave
Modesto,CA95351
None PC Funding for computers dry storage roof and paren 5,716
Tuleburg Press


343 E Main St Suite 101
Manteca,CA95202
None PC Teaches kids bookmakingfor new equipment 6,692
Turlock Police Chaplaincy


244 N Broadway
Turlock,CA95380
None PC Provides community outreach in Turlock for childre 2,000
United Community Foundation


8900 Laird St Grayson
Patterson,CA95363
None PC for equipment for afterschool programs 5,000
Whitmore Charter School


2503 Lawrence St
Ceres,CA95307
None PC Funding for Versatiles for Kindergarten teachers 14,460
Uplift the Human Spirit


1743 Grand Canal Blvd Suite 17
Stockton,CA95207
None PC for scholarships food pantry summer school 5,000
Andersons 209 BMX Race Team Inc


907 W Yosemite Ave PO Box 4343
Manteca,CA95337
None PF Provides biking access to local children 5,000
Ansel Adamas Elementary School


9275 Glacier Point
Stockton,CA95212
None PF for book vending machines and field trips 9,000
ARC San Joaquin


41 W Yokuts Ave
Stockton,CA95207
None PF Aid youth and young adults with learning disabilit 7,622
Centro Christiano De Fe


123 Faith Ave
Modesto,CA95354
None PF for kitchen equipment and used truck 8,000
First Tee Central Valley


602 E Yosemite Ave
Manteca,CA95336
None PF Donation for equipment and training for program ex 4,500
Garrison Elementary School


1811 Teresa St
Modesto,CA95350
None PF Donation for each child to receive a backpack with 2,500
Enslen Elementary School


515 Coldwell Ave
Modesto,CA95354
None PF Modesto-based public school for flexible student 15,000
Grace and Mercy Charitable Foundati


425 N Sacramento St
Stockton,CA95206
None PF Aids homeless with basic needs clothing food hy 13,167
Junior Achievement of N CA


3003 Oak Road Suite 130
Walnut Creek,CA94597
None PF Funding for financial literacy programs 6,000
Imagination Library of Stan County


PO Box 770
Oakdale,CA95361
None PF to purchase childrens books 10,000
Lucille Whitehead Intermediate Scho


119 N Reinway Ave
Waterford,CA95386
None PF Funding for a Yamaha Piano for music program 13,966
Make A Wish Foundation


2800 Club Center Dr
Vernalis,CA95385
None PF Funding to fulfill the wish of a dying child from 10,000
Millswood Middle School


233 N Mills Ave
Lodi,CA95242
None PF for garden club workbooks and STEM items 13,500
Ripon Elementary School


415 oregon St
Ripon,CA95366
None PF for stage lighting video and sound system 34,500
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 8,000
Sutherland Elementary School


550 Spring River Cir
Stockton,CA95210
None PF for school trip to CA Academy of Sciences 14,730
Wide Horizons Inc


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


2201 Scarborough Dr
Lodi,CA95240
None PF for concrete tables garden beds for sensory pat 20,000
Blaker-Kinser Junior High School


1601 Kinser Rd
Ceres,CA95307
None PF for tablets field trips and art supplies 11,358
Calvary Community Church


3090 Curlew Connex Rd
Knightsen,CA94548
None PF for 15-passenger van 10,000
Camp Taylor


PO Box 708
Modesto,CA95353
None PF Provides camp experiences for disabled kids 15,000
Beaver Leadership Academy


4927 Central Ave
Ceres,CA95307
None PF for media arts electronic equipment 12,000
Central Valley Youth Chorus


PO Box 1234
Modesto,CA95354
None PF Funding for music equipment 4,800
CHP Modesto Explorers


4030 Kiernan Ave
Modesto,CA95356
None PF Highway patrol volunteer students for uniforms a 9,690
Creekside Elementary School


2515 Estate Drive
Stockton,CA95209
None PF Funding for 3500 new books 4,612
Daniel House


4120 Dale Rd Suite J-8 205
Modesto,CA95356
None PF Funding for computer lab equipment and used van 10,000
Davis Elementary School


5224 E Morada Lane
Stockton,CA95212
None PF Funding for flexible seating book fairs and STEM 5,000
El Concilio


445 N San Joaquin St
Stockton,CA95202
None PF Funding for van modifications including wifi dash 9,620
Dent Elementary School


1998 Yosemite Ave
Escalon,CA95320
None PF Escalon-based elementary school for field trip 18,760
Digital NEST Inc


1012 11th St
Modesto,CA95354
None PF Provides tech education for future career readines 5,483
Friends of Wlaton Booster Club


4131 N Crown Ave
Tracy,CA95207
None PF Supports local libraries for adaptive tech for sp 8,000
Game on the Lakeys Youth Foundatio


880 W Mount Diablo Ave
Tracy,CA95376
None PF for food sign up fees and sports equipment 5,000
Grace is the Key Inc


619 Galaxy Way
Modesto,CA95356
None PF Funding for equipment for food storage 18,726
Gratton School District


4500 S Gratton Rd
Denair,CA95316
None PF Funding for music program smart boards laptops 16,831
Hanshaw Middle School


1725 Las Vegas St
Merced,CA95348
None PC Funding for STEM initiatives and field trips 16,880
Gregori High School


3701 Pirrone Rd
Stockton,CA95356
None PC Funding for drones for mathematics department 18,134
HOPE Family Shelters


520 South Union Rd
Modesto,CA95337
None PC for shade structure for playground 23,248
Harvest Home Animal Sanctuary


14741 S Wing Leeve Rd
Sacramento,CA95206
None PC Cares for abusedabandoned farm animals for child 5,000
Hatch Workshop


40 S Union St
Stockton,CA95205
None PC Teaches woodworkingmetalshop skills to local kids 5,000
Heritage Elementary School


509 Eden St
Lodi,CA95240
None PF for sports equipment 5,249
Knights Ferry Elementary School


PO Box 840
Oakdale,CA95361
None GOV Funding for school transportation10k and farm 18,960
Lawrence Elementary School


721 Calavares St
Lodi,CA95240
None PC Funding for t-shirts math games wrist bands and 8,102
La Rosa Elementary School


2801 Eastfate Blvd
Ceres,CA95307
None PC for 5th grade STEM equipment 11,800
LOVE U Foundation


2030 Lydia St
Escalon,CA95320
None PC Funding for an afterschool program including furni 7,000
Lodi House


801 S Washington St
Lodi,CA95240
None PC for outdoor play area and new paint job 24,000
MNJ Foundation Lords Closet


1441 Coldwell Ave Ste D
Modesto,CA95350
None PC Funding for their mobile outreach program 4,000
Modesto Childrens Museum


928 11th St
Modesto,CA95354
None PC Funding for poor children to attend the museum 27,000
Love Waterford


121 N Reinway Ave
Waterford,CA95386
None PC for children compassion kits 5,952
Manteca Police Explorers


1001 W Center St
Manteca,CA95337
None PC Trains youth with officer aspirations for equipme 26,709
Perkins Elementary School


3920 Blue Bird Dr
Modesto,CA95356
None PC for outdoor sports equipment 5,968
Mims Corner


2307 Oxford Way
Stockton,CA95242
None PC Provides support to youth in communityfor 400 bik 10,000
Salida Middle School


5041 Toomes Rd
Salida,CA95368
None PC Funding for new music equipment Prices included 14,400
Salida Union School District


4801 Sisk Rd
Salida,CA95368
None PC Funding for six Q Series Interactive Panels for te 17,210
New Jerusalem Elementary School


31400 S Koster Rd
Tracy,CA95304
None PC Funding for tables 15,000
Oakwood Elementary School


1315 Woodcreek Way
Stockton,CA95209
None PC for tables seats books and lego kits 10,000
San Joaquin Community Foundation


6731 Herndon Place
Stockton,CA95219
None PC Funds used for non profit assistance 5,599
Ripon grace brethren Church


734 W Main St
Ripon,CA95366
None PC for new basketball court and hoops 8,000
SJ Historical Society Museum


11793 N Micke Grove Rd
Lodi,CA95240
None PC Funding for four gold sluices and training materia 11,650
Soroptimist International of Turloc


PO Box 3294
Turlock,CA95381
None PC Provides support services to kids for counseling 3,200
Stan Partners in Education


1100 H St
Modesto,CA95354
None PC Funding for twenty education grants for local teac 25,000
Stanislaus Arts Council


1315 J Street
Modesto,CA95354
None PC for Mistlin Gallery art events 5,000
Stockton Art League


1902 Pacific Ave
Stockton,CA95204
None PC for movie projector dolly and chairs 6,570
SHARE


1111 J St Ste G 101
Modesto,CA95354
None PF Funding for van clothing sleeping bags etc Pri 6,050
Sierra Vista Child Family Service


100 Poplar Ave
Modesto,CA95354
None PC Funding for a new playground 13,461
Trinity Knox Classical Academy


116 E Street
Waterford,CA95386
None PC for used bus instruments scholarships 14,400
Waterford High School


121 S Reinway Ave
Waterford,CA95386
None PC Funding for musical instruments Prices included 9,292
Waterford Junior High School


12916 Bentley St
Waterford,CA95386
None PC Funding for new music instruments Prices included 9,946
Uneed2 Inc


1005 E Pescadero Ave
Tracy,CA95304
None PC thirty students to participate in program 5,000
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 21,515
WUSD Expanded Learning Opportunitie


930 Westacre Road
West Sacramento,CA95691
None PC for new books for grades 1-6 16,692
American Red Cross


1450 S Central Ave
Los Angeles,CA90021
None PC Provides aid during disaster situations 10,163
Emergency Food Bank of San Joaquin


7 w Scotts Ave
Modesto,CA953549520
None PC for van operational expenses and food program 5,000
Hart-Ransom Academic Charter School


3920 Shoemake Ave
Modesto,CA95358
None PC Funding for several departments 10,674
Hickman Community Charter District


13306 4th St
Hickman,CA95323
None PC Seed funding for outdoor sports facility 3,400
Great Valley Elementary Schoo


4223 McDougald Blvd
Modesto,CA95206
None PC for sensory items tables benches etc 10,000
Love Stanislaus County Kids Program


1101 Standiford Ave
Modesto,CA95350
None PC Provides support to homeless kids for beds beddi 4,000
Vaughn Elementary School


7850 S Melvin Rd
Stockton,CA95206
None PC for various field trips 16,000
St Josephs Medical Center Foundat


1800 N California St
Stockton,CA95204
None PC Funding for medical equipment with prices included 258,020
Turlock Christian School


1619 E Monte Vista Ave
Turlock,CA95382
None PC Funding for various school equipment with prices i 11,108
Triple H Youth Ranch


20606 S Carrolton Ave
Ripon,CA95366
None PC for a manure system for anti-flies 14,079
Youth for Christ Central Valley


1101 M St
Modesto,CA95354
None PC Feeds the local homeless of Modesto 8,000
San Joaquin Community Foundation


6731 Herndon Place
Stockton,CA95219
None PC Supports County non-profits 4,068
San Vaughn Elementary School


20240E Hatch Rd
Modesto,CA95351
None PC Supports County non-profits 16,000
Second Harvest of the Great Valley


704 Industrial Park
Manteca,CA95337
None PC Manteca-based food bankfor cooler freezer and m 10,000
Jesus Our Savior Anglican Church


1234 Church St
Stockton,CA95205
None PC Donation 15,000
Girls Scouts Heart of Central Calif


6601 Elvas Ave
Sacramento,CA95819
None   Donation 16,474
Total .................................right arrow 3a 4,004,537
bApproved for future payment
Total ................................. right arrow 3b 0
Form 990-PF (2024)
Form 990-PF (2024)
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 40,151  
4 Dividends and interest from securities ....          
5 Net rental income or (loss) from real estate:
aDebt-financed property......          
bNot debt-financed property.....     16 3,653,297  
6 Net rental income or (loss) from personal property          
7 Other investment income .....          
8 Gain or (loss) from sales of assets other than
inventory ............
    18 140,703  
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) ..   3,834,151  
13Total. Add line 12, columns (b), (d), and (e)..................
13
3,834,151
(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 (2024)
Form 990-PF (2024)
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
Sign Here
Under penalties of perjury, I declare that I have examined this return, including accompanying schedules and statements, and to the best of my knowledge and belief, it is true, correct, and complete. Declaration of preparer (other than taxpayer) is based on all information of which preparer has any knowledge.
right arrow right arrow
May the IRS discuss this return
with the preparer shown below?
See instructions.
Signature of officer or trustee Date Title
Paid Preparer Use Only Print/Type preparer's name Preparer's Signature Date Check if self-
employed right arrow
PTIN
Firm's name Right Arrow
Firm's EIN Right Arrow
Firm's address Right Arrow


Phone no.
Form 990-PF (2024)
Additional Data


Software ID:  
Software Version:  


Form 990PF - Special Condition Description:
Special Condition Description

Note: To capture the full content of this document, please select landscape mode (11" x 8.5") when printing.

TY 2024 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 40,595 SL 27.5 9,279 0 0  
455 N Palomino Ct Building 2019-08-01 246,596 39,230 SL 27.5 8,967 0 0  
215 WAWONA ST BUILDING 2019-08-01 349,527 55,605 SL 27.5 12,710 0 0  
423 S PARK AVE BUILDING 2019-08-01 212,112 33,743 SL 27.5 7,713 0 0  
1327 E MITCHELL LN BUILDING 2019-08-01 271,834 43,246 SL 27.5 9,885 0 0  
1228 SYRACUSE LN BUILDING 2019-08-01 241,304 38,390 SL 27.5 8,775 0 0  
1387 GIANNA LN BUILDING 2019-08-01 247,684 39,405 SL 27.5 9,007 0 0  
227 WAWONA ST BUILDING 2019-08-01 386,292 61,455 SL 27.5 14,047 0 0  
1417 GIANNA BUILDING 2019-08-01 260,247 41,404 SL 27.5 9,464 0 0  
835 E SIERRA ST BUILDING 2019-08-01 225,315 35,843 SL 27.5 8,193 0 0  
221 WAWONA ST BUILDING 2019-08-01 356,221 56,669 SL 27.5 12,953 0 0  
1326 MITCHELL LN BUILDING 2019-08-01 238,949 38,013 SL 27.5 8,689 0 0  
1751 BARIBALDI DR BUILDING 2019-08-01 265,376 42,218 SL 27.5 9,650 0 0  
1703 SALLIE O DR BUILDING 2019-08-01 245,841 39,111 SL 27.5 8,940 0 0  
233 WAWONA ST BUILDING 2019-08-01 376,081 59,830 SL 27.5 13,676 0 0  
245 WAWONA ST BUILDING 2019-08-01 386,292 61,455 SL 27.5 14,047 0 0  
251 WAWONA ST BUILDING 2019-08-01 366,312 58,274 SL 27.5 13,320 0 0  
263 WAWONA ST BUILDING 2019-08-01 360,167 57,298 SL 27.5 13,097 0 0  
334 N STAFFORD WAY BUILDING 2019-08-01 296,300 47,138 SL 27.5 10,775 0 0  
336 STAFFORD WAY LAND 2019-08-01 53,700 39,866 NDA   0 0 0  
472 S COWELL AVE BUILDING 2019-08-01 244,807 38,945 SL 27.5 8,902 0 0  
1050 N GARDEN GATE DR BUILDING 2019-08-01 564,883 89,865 SL 27.5 20,541 0 0  
502 JASON ST BUILDING 2019-08-01 238,244 37,901 SL 27.5 8,663 0 0  
14880 S PUEBLO DR BUILDING 2019-08-01 187,747 30,625 SL 27.5 6,827 0 0  
239 WAWONA ST BUILDING 2019-08-01 355,352 56,533 SL 27.5 12,922 0 0  
257 WAWONA ST BUILDING 2019-08-01 339,818 54,061 SL 27.5 12,357 0 0  
1325 E NORTH ST BUILDING 2019-08-01 296,300 47,138 SL 27.5 10,775 0 0  
1327 E NORTH ST LAND 2019-08-01 53,700 17,184 NDA 0 0 0 0  
1309 E MITCHELL LN BUILDING 2019-08-01 243,762 38,779 SL 27.5 8,864 0 0  
1319 MITCHELL LN BUILDING 2019-08-01 235,050 37,392 SL 27.5 8,547 0 0  
14422 S MODOC CT BUILDING 2019-08-01 272,507 43,351 SL 27.5 9,909 0 0  
505 S PARK AVE BUILDING 2019-08-01 229,056 36,438 SL 27.5 8,329 0 0  
1317 E NORTH ST BUILDING 2019-08-01 304,766 48,483 SL 27.5 11,082 0 0  
1303 E MITCHELL LN BUILDING 2019-08-01 234,727 37,344 SL 27.5 8,536 0 0  
1405 GIANNA BUILDING 2019-08-01 280,862 44,681 SL 27.5 10,213 0 0  
1393 E NORTH ST BUILDING 2019-08-01 259,874 41,343 SL 27.5 9,450 0 0  
1996 E YOSEMITE AVE BUILDING 2019-08-01 2,722,175 422,117 SL 27.5 98,988 0 0  
544 E YOSEMITE AVE BUILDING 2019-08-01 890,521 138,091 SL 27.5 32,383 0 0  
879 CINNAMON TEAL LAND 2019-08-01 246,620 39,234 SL 27.5 8,968 0 0  
Mobile Home Park Structural 2019-08-01 8,989,055 1,743,201 ARR 27.5 326,875 0 0  
14515 Shawnee Way 2019-08-01 291,389 46,353 ARR 27.5 10,596 0 0  
6103 E Mohican Dr 2019-08-01 245,637 39,074 ARR 27.5 8,932 0 0  
1443 Catamaran Ct 2019-08-01 263,252 41,878 ARR 27.5 9,573 0 0  
5923 E Mohican Dr 2019-08-01 180,669 28,740 ARR 27.5 6,570 0 0  
235 Kent St 2019-08-01 240,247 38,216 ARR 27.5 8,736 0 0  
617 E Yosemie Ave 2019-08-01 42,890 6,821 ARR 27.5 1,560 0 0  
1262 Locust Ave 2019-08-01 281,082 44,713 ARR 27.5 10,221 0 0  
14680 S Polanco Pl 2019-08-01 58,413 9,293 ARR 27.5 2,124 0 0  
612 Carlton Ave 2019-08-01 4,390,757 492,535 ARP 39 112,584 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 2020-10-12 601,129 187,853 SL 10 60,113 0 0  
AZORES FIXTURES AND IMPROVEMENTS 2021-01-06 273,041 54,608 SL 10 27,304 0 0  
AZORES FIXTURES AND IMPROVEMENTS 2022-01-31 780,304 117,045 SL 10 78,030 0 0  
DRAMM FURNITURE AND EQUIPMENT 2021-03-15 18,976 7,590 SL 5 3,795 0 0  
DRAMM FIXTURES AND IMPROVEMENTS 2021-04-02 236,071 47,214 SL 10 23,607 0 0  
DRAMM FIXTURES AND IMPROVEMENTS 2022-01-21 281,784 42,267 SL 10 28,178 0 0  
DRAMM FIXTURES AND IMPROVEMENTS 2022-03-04 15,215 4,565 SL 5 3,043 0 0  
RAYMUS LLC FURNITURE AND EQUIPMENT 2021-05-28 12,822 5,128 SL 5 2,564 0 0  
RAYMUS LLC FIXTURES AND IMPROVEMENTS 2021-03-31 106,035 21,206 SL 10 10,604 0 0  
RAYMUS LLC FIXTURES AND IMPROVEMENTS 2022-01-31 104,339 15,651 SL 10 10,434 0 0  
RAYMUS LLCVEHICLE 2022-05-31 33,901 10,170 SL 5 6,780 0 0  
RAYMUS LLC2022 RAM 2022-09-06 67,070 20,121 SL 5 13,414 0 0  
AZORES RENTAL PROPERTIES 2023-01-01 304,699 10,619 ARR 27.5 11,080 0 0  
DRAMM FURNITURES AND EQUIPMENT 2023-01-01 18,630 1,863 SL 5 3,726 0 0  
DRAMM RENTAL PROPERTIES 2023-01-01 331,399 11,549 ARR 27.5 12,051 0 0  
RAYMUS LLC FURNITURES AND EQUIPMENT 2023-01-01 2,751 275 SL 5 550 0 0  
RAYMUS LLC TOOLS AND EQUIPMENT 2023-01-01 47,041 2,352 SL 10 4,704 0 0  
RAYMUS LLC RENTAL PROPERTIES 2023-01-01 173,591 6,050 ARR 27.5 6,312 0 0  

TY 2024 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
56736128nts - Land Building Equip 54,877,889 10,487,742 44,390,147 0

TY 2024 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   20,643,921 0

TY 2024 LegalFeesSchedule
Name:
The Antone and Marie Raymus Foundation
EIN:
68-0172685
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
Legal and Professional 235,444 212,492 0 22,952


TY 2024 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 0 4,798 0


TY 2024 OtherExpensesSchedule
Name:
The Antone and Marie Raymus Foundation
EIN:
68-0172685
Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
INSURANCE 362,496 362,496 0 0
RENT AND LEASES 1,673 1,673 0 0
REPAIRS AND MAINTENANCE 440,701 440,701 0 0
SUPPLIES 68,984 68,984 0 0
UTILITIES 454,169 454,169 0 0
OTHER OPERATING EXPENSES 104,997 87,981 0 17,016


TY 2024 OtherIncomeSchedule2
Name:
The Antone and Marie Raymus Foundation
EIN:
68-0172685
Description Revenue And Expenses Per Books Net Investment Income Adjusted Net Income
FARM INCOME 228 0 0
OTHER INCOME 6,405 0 0


TY 2024 OtherLiabilitiesSchedule
Name:
The Antone and Marie Raymus Foundation
EIN:
68-0172685
Description Beginning of Year - Book Value End of Year - Book Value
Security Deposit 0 147,209


TY 2024 TaxesSchedule
Name:
The Antone and Marie Raymus Foundation
EIN:
68-0172685
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
TAXES PERMITS LICENSES 534,661 534,501 0 160


TY 2024 TransfersFrmControlledEntities
Name:
The Antone and Marie Raymus Foundation
EIN:
68-0172685
Name US /
Foreign Address
EIN Description Amount
Total