2024-03-14T00:23:07-05:00 2023-12-31 GABRIELLE HARTZLER CPA 1836 K ST MERCED CA 953404818 990PF 2023-01-01 134220347 SCHIFFMAN MEMORIAL FOUNDATION SCHI 2096033553 PO BOX 628 WOODBRIDGE CA 95258 GABRIELLE Y MCKECHNIE CHIEF FINANCIAL OFFICER 2096033553 2024-03-15 1 GABRIELLE MCKECHNIE XXX-XX-XXXX 0 P00745764 2096033553 X 2 AAL1 IAL1 2023 2023-04-26 12:10:37Z X 648941 X X 62 62 16216 10151 -1388 75554 0 14890 10213 36600 0 0 1150 0 0 2277 0 0 5266 4831 0 45293 4831 0 41593 41593 86886 4831 41593 -71996 5382 26756 16021 16021 240000 233703 222220 432928 368322 383280 18947 28589 27420 718631 646635 648941 0 0 X 0 0 0 0 718631 646635 718631 646635 718631 646635 718631 -71996 0 646635 0 646635 AMERIPRISE INVESTORS 2022-06-03 2023-02-13 56300 62381 -6081 -6081 AMERIPRISE INVESTORS 2022-06-03 2023-07-18 14000 14561 -561 -561 CAPITAL GAINS DIVIDENDS P 5254 5254 5254 -1388 75 0 75 0 75 1400 0 0 0 1400 0 1325 1325 0 0 0 0 0 0 0 0 0 0 0 1 1 CA 1 0 0 0 0 1 N/A GABRIELLE Y MCKECHNIE CPA 2096033553 1836 K STREET MERCED CA 95340 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 CATHY VASSAR PO BOX 628 WOODBRIDGE LODI CA 95258 PRESIDENT 2.00 30900 0 0 GABRIELLE Y MCKECHNIE 1836 K STREET MERCED CA 95340 CHIEF FINANCIAL OFFICER/SECRETARY 2.00 3900 0 0 JOSEPH E ZEITER 255 WEBER STREET STOCKTON CA 95202 DIRECTOR 0.50 900 0 0 GEORGE V HARTMANN 3499 BROKSIDE ROAD STOCKTON CA 95219 DIRECTOR 0.50 900 0 0 NONE 0 NONE 0 0 617724 14344 0 632068 0 0 632068 9481 622587 31129 31129 75 75 31054 0 31054 0 31054 41593 0 41593 31054 25671 0 0 41593 25671 0 0 15922 0 0 0 0 0 0 0 0 15132 0 0 0 SCHIFFMAN MEMORIAL FOUNDATION PO BOX 628 WOODBRIDGE CA 95258 2096033553 APPLICATION PACKAGES SHOULD BE REQUESTED AFTER THE BEGINNING OF STUDENTS SENIOR YEAR AND PRIOR TO JANUARY 31ST. PACKAGES WILL BE MAILED 30 OR MORE DAYS BEFORE THE DEADLINE. STUDENTS ARE NOT SELECTED ANNUALLY BECAUSE WE FOLLOW STUDENTS FOR FOUR YEARS. DEADLINE FOR FILING IS ANNOUNCED AT THE JANUARY BOARD MEETING EACH YEAR AND APPLICATIONS MAILED. ELIGIBILITY SHALL BE LIMITED TO GRADUATING HIGH SCHOOL SENIORS WHO HAVE A CUMULATIVE GRADE POINT AVERAGE OF 2.5 WHO ARE DILIGENTLY PURSUING EDUCATION AT AN ACCREDITED COLLEGE OR UNIVERSITY IN PURSUIT OF A COLLEGE DEGREE IN THE FIELDS OF TEACHING, COUNSELING, MEDICINE, OR LAW ENFORCEMENT. THE SELECTION OF RECIPIENTS SHALL BE BASED UPON THE FOREGOING CRITERIA AS WELL AS DEMONSTRATED MERIT AND ACHIEVEMENT ACCORDING TO SUPPLEMENTAL STANDARDS TO BE ESTABLISHED BY THE DIRECTORS OF THE FOUNDATION ELIGIBLE HIGH SCHOOL SENIORS ELIGIBLE SENIOR STOCKTON CA 95204 NONE SCHOLARSHIPS TO ELIG COLLEGE EDUCATION EXPENSE REIMBURSMENT 30000 LODI HIGH SCHOOL 3 S PACIFIC AVENUE LODI CA 95242 NONE HIGH SCHOOL LIBRARY LIBRARY ESTABLISHMENT, BOOK PURCHASES AND FACILITIES HIGH SCHOOL LIBRARY 3917 LATHROP HIGH SCHOOL 647 SPARTAN WAY LATHROP CA 95330 NONE HIGH SCHOOL LIBRARY LIBRARY ESTABLISHMENT, BOOK PURCHASES AND FACILITIES HIGH SCHOOL LIBRARY 7120 LATHROP HIGH SCHOOL 647 SPARTAN WAY LATHROP CA 95330 NONE HIGH SCHOOL LIBRARY LIBRARY ESTABLISHMENT, BOOK PURCHASES AND FACILITIES HIGH SCHOOL LIBRARY 556 41593 0 14 62 14 16216 14 -1388 0 14890 0 14890 1 THE ACTIVITIES OF THE ORGANIZATION WILL INCLUDE AND BE LIMITED TO 2 PROVIDING COLLEGE SCHOLARSHIPS FOR ELIGILBLE GRADUATING SENIORS FROM 3 AMADOR AND SAN JOAQUIN COUNTIES. ADDITIONALLY, FUNDS WILL BE PROVIDED 4 MAINTAINING LOCAL HIGH SCHOOL AND COLLEGE LIBRARIES. 0 0 0 0 0 0 0 0 0 0 ACCOUNTING 1150 0 0 INVESCO SMALL CAP VALUE CL 38365 41073 FEDERATED HERMES INTL STRATEGIC VALUE DIVIDEND 61858 60235 FIDELITY ADVISOR TECHNOLOGY 46853 60324 HARTFORD DIVIDEND & GROWTH 62743 64185 MFS GLOBAL REAL ESTATE 25376 22755 NEUBERGER BERMAN LARGE CAP VALUE 52973 49039 PIONEER CL 66731 72775 GUGGENHEIM MULTI HEDGE STRAT 13423 12894 63375 58168 170328 164052 AMERIPRISE INSURED MONEY MARKET AT COST 14575 14575 VITUS ALPHASIMPLES AT COST 14014 12845 ADMINISTRATIVE 435 0 0 FEES 4831 4831 0 ATTORNEY GENERAL STATE OF CALIFORNIA 75 0 0 UNITED STARES TREASURY, NET REFUND 1893 0 0 SECRETARY OF STATE 20 0 0 FOREIGN TAX PAID 289 0 0