2024-07-17T14:18:40-05:00 2023-09-30 390758449 WIPFLI LLP 170 N RADNOR-CHESTER RD SUITE 200 RADNOR PA 19087 990 2022-10-01 943260536 CALIFORNIA EASTERN STAR FOUNDATION CALI 7149862380 16960 BASTANCHURY ROAD SUITE C YORBA LINDA CA 92886 TAMMY KINZY GRAND SECRETARY 7149862380 2024-05-24 1 TAMMY KINZY 999009999 0 SOLOMON MARDAKHAEV P01806552 6105653930 2024-05-24 3 AAL1 IAL1 2022 2023-04-26 12:10:37Z TAMMY KINZY 16960 BASTANCHURY ROAD SUITE C YORBA LINDA CA 92886 12806121 0 X WWW.OESCAL.ORG X 1996 CA TO RECEIVE GIFTS, BEQUESTS, AND CONTRIBUTIONS FOR THE FURTHERANCE OF EDUCATIONAL, CHARITABLE, AND SCIENTIFIC PURPOSES. 7 7 0 7 0 0 165930 396333 0 0 238444 1968388 0 0 404374 2364721 205827 248535 0 0 0 0 0 0 11439 48982 68398 254809 316933 149565 2047788 9997756 11136826 64512 86852 9933244 11049974 TO RECEIVE GIFTS, BEQUESTS, AND CONTRIBUTIONS FOR THE FURTHERANCE OF EDUCATIONAL, CHARITABLE, AND SCIENTIFIC PURPOSES. 0 0 130799 126043 0 MEMBER ASSISTANCE - ASSISTANCE TO MEMBERS OF THE GRAND CHAPTER OF THE ORDER OF THE EASTERN STAR. 37 MEMBERS RECEIVED ASSISTANCE. 123285 122492 0 HUMANITARIAN ASSISTANCE - DISTRIBUTION OF FUNDS FOR THE PURPOSE OF EDUCATION, CHARITY, AND SCIENTIFIC ADVANCEMENT. 254084 1 1 0 0 0 0 0 0 0 1 0 0 0 0 0 1 1 0 0 0 0 0 0 0 0 0 0 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 1 11 0 0 0 0 0 0 0 0 0 0 0 0 0 0 X 7 7 0 0 0 0 1 1 0 1 1 0 0 1 1 1 1 1 1 0 0 0 CA X TAMMY KINZY 7149862380 16960 BASTANCHURY ROAD SUITE C YORBA LINDA CA 92886 X CINDY MURPHY PRESIDENT 1.00 X X 0 0 0 FREDERICK SCHULENBURG PRESIDENT (THRU OCT 2022) 1.00 X X 0 0 0 KAREN NEWSOM VICE-PRESIDENT 1.00 X X 0 0 0 PATTY THRAPP SECRETARY 1.00 X X 0 0 0 MARIA JO MILLER TREASURER 1.00 X X 0 0 0 SHERRIE WILKERSON MEMBER AT LARGE 1.00 X 0 0 0 GARY DUNHAM WORTHY GRAND PATARON 1.00 3.00 X 0 0 0 SCOTT SMISSEN WORTHY GRAND PATARON (THRU OCT 2022) 1.00 4.00 X 0 0 0 CHRISTINE HUFF ASSOCIATE GRAND MATRON 1.00 X 0 0 0 KIMBERLIE KRUSE ASSOCIATE GRAND MATRON (THRU OCT 2022) 1.00 4.00 X 0 0 0 0 0 0 0 0 0 0 0 5550 390783 396333 264612 264612 12145176 10441400 1703776 1703776 1703776 2364721 0 0 1968388 122492 122492 126043 126043 16950 16950 13747 13747 543 543 685 685 25034 5006 20028 11439 11439 316933 254084 51410 11439 X 155839 27562 254211 5832 9836085 10855053 9997756 11136826 3119 63462 82608 1050 1125 64512 86852 X 15659 18116 9917585 11031858 9933244 11049974 9997756 11136826 2047788 -931058 0 X X 0 1 X 1 0 X 199826 76434 167178 165930 396333 1005701 199826 76434 167178 165930 396333 1005701 121282 884419 264502 231400 192302 245740 264612 1198556 2204257 0.40120 0.35240 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 2471065 128663 58621 -105102 2763451 2955356 41042 56438 581771 2471065 2539377 51380 469348 104749 2955356 2508090 22921 105573 97207 2539377 2434977 59873 112594 99354 2508090 0.00000 0.38750 0.61250 0 0 0 X 1437311 -931058 17395 -913663 2350974 13747 13747 2364721 320581 17395 17395 303186 13747 13747 316933 PART V, LINE 4: THE INTENDED USE OF THE FOUNDATION'S ENDOWMENT FUNDS IS FOR THE CHARITABLE PURPOSES OF CALIFORNIA EASTERN STAR FOUNDATION (CESF), A CALIFORNIA NONPROFIT PUBLIC BENEFIT CORPORATION. THE CESF ENDOWMENT FUNDS ARE USED FOR DIFFERENT SCHOLARSHIPS AWARDED EACH YEAR. THE FUNDS HELP PROVIDE TO THE SICK AND NEEDY MEMBERS OF THE ORGANIZATION, AS WELL AS OTHER CHARITABLE FUNCTIONS. PART X, LINE 2: THE FOUNDATION IS A NOT-FOR-PROFIT FOUNDATION EXEMPT FROM INCOME TAXES UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE ("IRC") AND SECTION 23701(D) OF THE REVENUE TAXATION CODE OF CALIFORNIA AND IS A PUBLICLY SUPPORTED FOUNDATION AS DESCRIBED IN SECTION 509(A) OF THE IRC. THE FOUNDATION IS SUBJECT TO INCOME TAX ON NET INCOME THAT IS DERIVED FROM BUSINESS ACTIVITIES THAT ARE UNRELATED TO ITS EXEMPT PURPOSES. MANAGEMENT HAS DETERMINED THAT THE FOUNDATION IS NOT SUBJECT TO UNRELATED BUSINESS INCOME TAX AND, THEREFORE, HAS NOT FILED AN EXEMPT ORGANIZATION BUSINESS INCOME TAX RETURN (FORM 990-T) WITH THE INTERNAL REVENUE SERVICE. THE FOUNDATION HAS NO UNRECOGNIZED TAX LIABILITIES OR BENEFITS RECORDED OR UNRECORDED AT SEPTEMBER 30, 2023 AND 2022. 1 PURPLE ELEPHANT -ALZHEIMER'S AWARENESS 10000 WASHINGTON BLVD 6TH FLOOR CULVER CITY CA 90232 133039601 501(C)(3) 48212 0 GEN. SUPPORT PAWS FOR PURPLE HEARTS 10201 OLD REDWOOD HWY PENNGROVE CA 94951 453342634 501(C)(3) 15888 0 SERVICE DOGS FLY BRAVE 6807 SAN JOAQUIN ST SACRAMENTO CA 958202137 811284098 501(C)(3) 40629 0 GEN. SUPPORT 3 ASSISTANCE TO MEMBERS 37 74843 CASH SCHOLARSHIPS 60 51200 CASH PART I, LINE 2: DONEE ORGANIZATIONS AND INDIVIDUALS ARE RESEARCHED AND CAREFULLY SELECTED PRIOR TO AWARD. 501(C)(3) STATUS IS REQUIRED AND CONFIRMED PRIOR TO THE AWARD AS WELL FOR ALL ORGANIZATIONS. THE MONITORING OF THE USE OF FUNDS AFTER DISBURSEMENT IS CUSTOMIZED TO THE DONEE ORGANIZATION AND VARIES BETWEEN ORGANIZATIONS. SCHOLARSHIPS CAN ONLY BE USED FOR QUALIFIED TUITION EXPENSES. FORM 990, PART VI, SECTION A, LINE 6 THE MEMBERS OF THE ORGANIZATION HAVE THE AUTHORITY TO ELECT BOARD MEMBERS. FORM 990, PART VI, SECTION A, LINE 7A GRAND CHAPTER OFFICERS OF EASTERN STAR APPOINT THE MEMBERS OF THE FOUNDATION BOARD OF TRUSTEES. EACH YEAR THE WORTHY GRAND MATRON FOR THAT YEAR APPOINTS A MEMBER WHO WILL BE SERVING ON THE BOARD FOR THE NEXT FIVE YEARS. DURING THE FIFTH YEAR THAT MEMBER WILL SERVE AS PRESIDENT OF THE BOARD. FORM 990, PART VI, SECTION B, LINE 11B FORM 990 IS GIVEN TO THE ORGANIZATION'S VARIOUS COMMITTEES AND BOARD IN DRAFT FORM TO BE REVIEWED. COMMENTS PROVIDED BY THE COMMITTEES/BOARD ARE ADDRESSED AND, IF APPROPRIATE, INCORPORATED INTO THE RETURN BEFORE IT IS FINALIZED. FORM 990, PART VI, SECTION B, LINE 12C ALL COMMITTEE/BOARD MEMBERS ARE REQUIRED TO READ THE CONFLICT OF INTEREST POLICY AND SIGN FOR ACKNOWLEDGEMENT ON AN ANNUAL BASIS. IN THE EVENT OF A POSSIBLE CONFLICT THE CHAIRMAN OF THE BOARD/COMMITTEE WILL CONDUCT AN INVESTIGATION EITHER BY HIS OR HERSELF OR APPOINT A SUBCOMMITTEE TO DO THE INVESTIGATION. THE RESULTS OF THE INVESTIGATION WILL BE PRESENTED TO THE CHAIRMAN AND THE GRAND MATRON FOR A DETERMINATION OF THE PROPER RESPONSE. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION'S GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND ANNUAL FINANCIAL STATEMENTS ARE AVAILABLE TO THE PUBLIC UPON REQUEST. FORM 990, PART X, LINE 28, COLUMN B: NET ASSETS WITH SPECIFIC PURPOSE RESTRICTIONS AT SEPTEMBER 30, 2023 WAS $9,960,953. NET ASSETS PERPETUALLY RESTRICTED AT SEPTEMBER 30, 2023 WAS $1,070,905. GRAND CHAPTER OF CALIFORNIA ORDER OF THE EASTERN STAR 16960 BASTANCHURY ROAD SUITE C YORBA LINDA CA 92886 940446470 FRATERNALISM CA 501(C)(10) N/A N/A 0 EASTERN STAR HOMES OF CALIFORNIA 16850 BASTANCHURY ROAD YORBA LINDA CA 92886 941196188 ELDERLY CARE CA 501(C)(3) 7 N/A 0 ENDOWMENT FUND OF THE GRAND CHAPTER 16960 BASTANCHURY ROAD SUITE C YORBA LINDA CA 92886 521519167 FUNDING EASTERN STAR HOMES OF CALIFORNIA CA 501(C)(3) 12B, II GRAND CHAPTER OF CALIFORNIA ORDER OF THE EASTERN STAR 0 0 0 0 0 0 0 0 0 0 0 0 0 1 1 0 0 0 0 0