2025-11-10T17:30:34-06:00 2025-03-31 390859910 BAKER TILLY ADVISORY GROUP LP 2882 PROSPECT PARK DR STE 300 RANCHO CORDOVA CA 95670 990PF 2024-04-01 462670041 LEGACY HEALTH ENDOWMENT LEGA 2092502312 2881 GEER ROAD SUITE A TURLOCK CA 95382 JEFFREY LEWIS PRESIDENT, CEO 2092502312 2025-11-05 1 1 WENDY CAMPOS P00448102 9165038100 2025-11-05 2024 2025-03-06 01:10:19Z X 62116876 X 502000 163 22835 878834 1196187 2073510 14123268 3434651 10366 -52637 3464873 4601036 365539 21933 349065 189587 11375 175847 75937 4557 70092 176442 3529 153494 77850 4672 72155 622346 0 647471 1 0 1 48018 20153 404 1200 0 29500 0 29781 24702 1546 24213 199140 0 215558 332713 464669 83582 2142975 532434 1821663 2145312 2075903 4288287 532434 3897566 -823414 4068602 312305 434022 434022 619529 809872 809872 3500 3500 3500 71269 104264 104264 26555338 24431510 24431510 8140911 5661208 5661208 27865979 30642326 30642326 30174 27680 3694 2494 30174 12270 0 0 63581295 62089196 62116876 93725 111606 888855 958265 139444 129080 1122024 1198951 X 26493566 25901081 35965705 34989164 62459271 60890245 63581295 62089196 62459271 -823414 0 61635857 745612 60890245 CAPITAL GAIN DISTRIBUTION P 235602 235602 235602 CAPITAL GAIN FROM PASSTHROUGH P 2024-01-01 2024-12-31 1361142 1361142 1361142 PUBLICLY TRADED SECURITIES - CHARLES SCHWAB 12526524 10688617 1837907 1837907 3434651 56554 0 56554 0 56554 61442 0 4000 0 65442 X 0 8888 8888 0 0 0 0 0 0 0 0 0 1 1 0 1 1 CA 1 0 0 0 0 1 LEGACYHEALTHENDOWMENT.ORG WENDY CARRIEGAN 2092502312 2881 GEER ROAD SUITE A TURLOCK CA 95382 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 1 1 0 0 1 0 0 0 0 JEFFREY LEWIS 2881 GEER RD STE A TURLOCK CA 95382 PRESIDENT & CEO 40.00 312109 53430 0 NEILL CALLIS 2881 GEER RD STE A TURLOCK CA 95382 CHAIRMAN 1.00 0 0 0 KASSY PERRY 2881 GEER RD STE A TURLOCK CA 95382 VICE CHAIR 1.00 0 0 0 MIKE BREM 2881 GEER RD STE A TURLOCK CA 95382 SECRETARY 1.00 0 0 0 LARRY ANDERSON 2881 GEER RD STE A TURLOCK CA 95382 TREASURER 1.00 0 0 0 DR MARK DAVENPORT 2881 GEER RD STE A TURLOCK CA 95382 TRUSTEE (THROUGH 12/24) 0.20 0 0 0 LANI DICKINSON 2881 GEER RD STE A TURLOCK CA 95382 TRUSTEE 0.20 0 0 0 DR RALPH GONZALES 2881 GEER RD STE A TURLOCK CA 95382 TRUSTEE 0.20 0 0 0 JESSICA CHANG IRISH 2881 GEER RD STE A TURLOCK CA 95382 TRUSTEE 0.20 0 0 0 TODD SLECHTA 2881 GEER RD STE A TURLOCK CA 95382 TRUSTEE 0.20 0 0 0 MICHELLE REIMERS 2881 GEER RD STE A TURLOCK CA 95382 TRUSTEE 1.00 0 0 0 NONE 0 ALPHA TELEMEDICINE PC 555 BRYANT ST STE 814 PALO ALTO CA 94301 FREE TELEHEALTH FOR INDIVIDUALS 18+ 300000 ANGELES INVESTMENT ADVISORS LLC 429 SANTA MONICO BLVD SUITE 650 SANTA MONICA CA 90401 INVESTMENT ADVISORS 243690 MHD GROUP INC 1127 12TH STREET STE 203 MODESTO CA 95354 MARKETING 123080 ADLER AND COLVIN A LAW CORPORATION 135 MAIN STREET 20TH FLOOR SAN FRANCISCO CA 94105 LEGAL 110056 PERFORMANCE ON PURPOSE LLC 615 CINNAMON COURT SATELLITE BEACH FL 32937 PERFORMANCE COACHING FOR WOMEN 106400 3 THE CHRONIC DISEASE REIMBURSEMENT FUND WAS CREATED TO AID INDIVIDUALS WITH CERVICAL CANCER AND KIDNEY TRANSPLANTS, AND A TOTAL OF THREE INDIVIDUALS WERE SUPPORTED DURING THIS REPORTING PERIOD.KIDNEY TRANSPLANT PATIENTS ARE REQUIRED TO TAKE A MEDICATION 1-2 TIMES DAILY FOR THE REST OF THEIR LIVES. THE PROGRAM AIDS THEIR EFFORTS TO AFFORD THE NEEDED MEDICATIONS. THE CERVICAL CANCER PATIENT HAS STAGE 4 CERVICAL CANCER AND IS UNDERGOING TREATMENT.FOR EACH, A PHYSICIAN VERIFIED THE CHRONIC DISEASE AND THE PATIENTS VERIFIED THAT THEIR INCOMES WERE BETWEEN 138% AND 500% OF THE FEDERAL POVERTY LEVEL, WITH NO ONE QUALIFYING FOR MEDI-CAL (MEDICAID). 7447 0 33604656 1043320 30668297 65316273 0 0 65316273 979744 64336529 3216826 3216826 56554 56554 3160272 0 3160272 0 3160272 3897566 0 3897566 3160272 0 0 493111 1157219 1562788 1566043 1159242 5938403 3897566 0 0 0 3160272 737294 0 0 6675697 0 0 0 0 0 0 493111 6182586 1157219 1562788 1566043 1159242 737294 X AGATHA J COVARRUBIAS 2655 HACIENDA DRIVE TURLOCK CA 95380 NONE I NURSE PRACTITIONER PSYCHIATRIC CERTIFICATE PROGRAM 5000 ALLISON GOMEZ 1937 PAGE STREET 6 SAN FRANCISCO CA 94117 NONE I SCHOLARSHIP FOR MED STUDENT 84969 ALMA SANDOVAL-CARO 6408 79TH STREET SACRAMENTO CA 95828 NONE I SCHOLARSHIP FOR ACCELERATED NURSING PROGRAM 46093 AMRITPAL SINGH 1916 BRIDLEWOOD DRIVE ATWATER CA 95301 NONE I SCHOLARSHIP FOR MED STUDENT 102331 CASTLE FAMILY HEALTH CENTERS 3605 HOSPITAL ROAD ATWATER CA 95301 PC AG WORKER HEALTH CLINICS 10000 COMMUNITY HEALTH CENTERS OF AMERICA 5200 PIRRONE COURT STE A SALIDA CA 95368 PC PERSON CENTERED CARE PROGRAM 100000 COMMUNITY HEALTH CENTERS OF AMERICA 5200 PIRRONE COURT STE A SALIDA CA 95368 PC UCSF NEUROLOGY INITIATIVE 76000 COMMUNITY HEALTH CENTERS OF AMERICA 5200 PIRRONE COURT STE A SALIDA CA 95368 PC RE-BUILDING THE PHARMACY PROGRAM AND OVERALL OPERATIONS TO ENSURE COMPLIANCE 60000 COMMUNITY HEALTH CENTERS OF AMERICA 5200 PIRRONE COURT STE A SALIDA CA 95368 PC SUPPORT PROVISION OF HEALTHCARE AT ITS FACILITIES SERVING PRIMARILY RESIDENTS OF THE 19 ZIP CODES 50000 COMMUNITY HEALTH CENTERS OF AMERICA 5200 PIRRONE COURT STE A SALIDA CA 95368 PC PERSON CENTERED CARE PROGRAM 100000 COMMUNITY HEALTH CENTERS OF AMERICA 5200 PIRRONE COURT STE A SALIDA CA 95368 PC PERSON CENTERED CARE PROGRAM 100000 COMMUNITY HEALTH CENTERS OF AMERICA 5200 PIRRONE COURT STE A SALIDA CA 95368 PC UCSF NEUROLOGY INITIATIVE YEAR 2 & 340B FUNDING 100000 COMMUNITY HEALTH CENTERS OF AMERICA 5200 PIRRONE COURT STE A SALIDA CA 95368 PC MOBILE CLINICS, VACCINATIONS, AND CANCER/DERMATOLOGY SPECIALISTS 100000 COMMUNITY HEALTH CENTERS OF AMERICA 5200 PIRRONE COURT STE A SALIDA CA 95368 PC DAIRY COUNCIL OF CALIFORNIA GRANT EXPANSION 6800 COMMUNITY HEALTH CENTERS OF AMERICA 5200 PIRRONE COURT STE A SALIDA CA 95368 PC PERSON CENTERED CARE 100000 COMMUNITY HEALTH CENTERS OF AMERICA 5200 PIRRONE COURT STE A SALIDA CA 95368 PC PERSON CENTERED CARE 100000 COMMUNITY HEALTH CENTERS OF AMERICA 5200 PIRRONE COURT STE A SALIDA CA 95368 PC PILOT CONCIERGE-SERVICE MEDICAL PROGRAM 50000 COMMUNITY HEALTH CENTERS OF AMERICA 5200 PIRRONE COURT STE A SALIDA CA 95368 PC TURLOCK UNIFIED SCHOOL DISTRICT VACCINATIONS 20000 COMMUNITY HEALTH CENTERS OF AMERICA 5200 PIRRONE COURT STE A SALIDA CA 95368 PC GRANT WRITER 73200 COMMUNITY HOSPICE 4368 SPYRER WAY MODESTO CA 95356 PC LICENSED CLINICAL SOCIAL WORKER AND STUDENT INTERNS 170000 COVENANT CARE HOME AND HOSPICE 125 N BROADWAY STE 1B TURLOCK CA 95380 PC PILOT PROGRAM FOR EMPLOYEES TO ACCESS PREVENTATIVE CARE 10000 COVENANT CARE HOME AND HOSPICE 125 N BROADWAY STE 1B TURLOCK CA 95380 PC CAREGIVER CARE ON CALL 10000 COVENANT CARE HOME AND HOSPICE 125 N BROADWAY STE 1B TURLOCK CA 95380 PC GRIEF COUNSELING PROGRAM 10000 COVENANT CARE HOME AND HOSPICE 125 N BROADWAY STE 1B TURLOCK CA 95380 PC PROFESSIONAL EDUCATION 15000 ELISE BLANCO 2189 MIDDLEBURY DRIVE LATHROP CA 95330 NONE I NURSE PRACTITIONER PSYCHIATRIC CERTIFICATE PROGRAM 5000 GOLDEN VALLEY HEALTH CENTERS 737 W CHILDS AVE MERCED CA 95351 PC TONY WEBER REGISTERED NURSE EDUCATIONAL SUPPORT PROGRAM 100000 JESSICA'S HOUSE 1225 W CHRISTOFFERSEN PKWY TURLOCK CA 95382 PC SPANISH TRANSLATION TO SUPPORT GRIEVING FAMILIES 10000 JOSE SIMON DIAZ CARMONA 2920 HEALTHCARE WAY APT 1306 MODESTO CA 95356 NONE I SCHOLARSHIP FOR ACCELERATED NURSING PROGRAM 21361 LIVINGSTON COMMUNITY HEALTH 600 B STREET STE A LIVINGSTON CA 95334 PC DENTAL RESIDENT FINAL YEAR OF TUITION 96396 LIVINGSTON COMMUNITY HEALTH 600 B STREET STE A LIVINGSTON CA 95334 PC TO ASSIST CSUS NP SCHOLARSHIP STUDENTS WITH EQUIPMENT AND BOOKS 15000 LIVINGSTON COMMUNITY HEALTH 600 B STREET STE A LIVINGSTON CA 95334 PC PROVIDER RETENTION AND RECRUITMENT 100000 LIVINGSTON COMMUNITY HEALTH 600 B STREET STE A LIVINGSTON CA 95334 PC SHELTER ASSISTANCE FOR PATIENTS 5000 PRODIGAL SONS AND DAUGHTERS PO BOX 3303 TURLOCK CA 95381 PC SUBSTANCE ABUSE DISORDER TREATMENT SERVICES 5000 SONSHINE MINISTRIES DBA WESTSIDE MINISTRIES 950 COLUMBIA STREET TURLOCK CA 95380 PC GENERAL OPERATING SUPPORT-FOOD INSECURITY 25000 TATUNG CHU DAVID 5729 NORTH EL DORADO STREET STOCKTON CA 95207 NONE I NURSE PRACTITIONER PSYCHIATRIC CERTIFICATE PROGRAM 5000 TAYLOR THOMAS 8424 LUCIENNE DRIVE STOCKTON CA 95212 NONE I SCHOLARSHIP FOR ACCELERATED NURSING PROGRAM 44513 THE REGENTS OF THE UNIVERSITY OF CALIFORNIA SAN FRANCISCO PO BOX 748872 LOS ANGELES CA 90074 PC RESEARCH PAPER PHARMACY 55000 TOWER PHARMACY 501 E OLIVE AVE TURLOCK CA 95380 NC $2 MEDICATION PROGRAM 26469 TURLOCK PREGNANCY CENTER 134 REGIS STREET TURLOCK CA 95382 PC SERVING RESIDENTS WITH STD TESTING AND MEDICATIONS 5000 TURLOCK UNIFIED SCHOOL DISTRICT 1574 EAST CANAL DRIVE TURLOCK CA 95380 PC HOSA-FUTURE HEALTH PROFESSIONALS 2000 UNITED SAMARITANS FOUNDATION 220 S BROADWAY TURLOCK CA 95380 PC VISION PROGRAM EXPANSION 5000 UNITED SAMARITANS FOUNDATION 220 SOUTH BROADWAY TURLOCK CA 95380 PC HEALTH AND MENTAL HEALTH NEEDS OF THE HOMELESS CHILDREN 5000 HAYLEE AGUEDA 9536 PRIEST ROAD FRENCH CAMP CA 95231 NONE I SCHOLARSHIP FOR ACCELERATED NURSING PROGRAM 45771 2075903 APRIL RAMAGE 9956 NESTLING CIRCLE ELK GROVE CA 95757 NONE I NURSE PRACTITIONER PSYCHIATRIC CERTIFICATE PROGRAM 5000 NAVJEET KAUR 319 WEST ALAMEDA DR MOUNTAIN HOUSE CA 95391 NONE I NURSE PRACTITIONER PSYCHIATRIC CERTIFICATE PROGRAM 5000 POONAM KANG 4071 RAVISA WAY RANCHO CORDOVA CA 95742 NONE I NURSE PRACTITIONER PSYCHIATRIC CERTIFICATE PROGRAM 5000 COMMUNITY HEALTH CENTERS OF AMERICA 5200 PIRRONE COURT STE A SALIDA CA 95368 PC PILOT CONCIERGE-SERVICE MEDICAL PROGRAM 50000 TOWER PHARMACY 501 E OLIVE AVE TURLOCK CA 95380 NC $2 MEDICATION PROGRAM 4410 69410 14 163 14 878834 01 10366 18 2073510 0 2962873 0 2962873 0 0 0 0 0 0 0 0 0 0 X X 1 CITY OF TURLOCK 156 S BROADWAY SUITE 112 TURLOCK CA 95380 500000 X ACCOUNTING SERVICES 48975 2939 45012 AUDIT SERVICES 28875 1733 27143 OFFICE FRONT DOOR SIGNS 2016-10-10 992 992 SL 7.000000000000 0 0 CONF ROOM TABLE & CHAIRS 2016-11-30 8892 8892 SL 7.000000000000 0 0 INTERNAL SERVER & RELATED 2016-12-05 2328 2328 SL 5.000000000000 0 0 LOGITECH WEBCAM INTERNAL 2016-12-19 2030 2030 SL 5.000000000000 0 0 DELL COMPUTER MONITORS 2017-02-20 2300 2300 SL 5.000000000000 0 0 DELL COMPUTER DESKTOPS 2017-02-20 830 830 SL 5.000000000000 0 0 COMPUTER & HARDWARE 2018-08-16 2971 2971 SL 5.000000000000 0 0 OFFICE FURNITURE 2018-09-26 3480 3480 SL 5.000000000000 0 0 THINKPAD P53S WORKSTATION 2020-03-27 2789 2301 SL 5.000000000000 488 0 OFFICE DESK 2023-06-30 3562 356 SL 5.000000000000 712 0 TOWER PHARMACY 501 E OLIVE AVE TURLOCK CA 95380 2023-10-17 50000 $2 MEDICATION PROGRAM 41996 NO 4/24, 5/24, 6/24 7/24, 8/24, 9/24, 10/24, 11/24, 12/24, 1/25, 2/25, 3/25 BAIRD CORE PLUS BOND INS 1701166 1701166 DODGE & COX INCOME I 1701702 1701702 PIMCO INCOME INSTL 2258340 2258340 VANGUARD INSTITUTIONAL 18450597 18450597 VANGUARD TOTAL 5980913 5980913 ADAMS STREET 2019 GLOBAL FUND FMV 5334538 5334538 ANGELES DIRECT EQUITY FUND 2 FMV 951512 951512 ANGELES GLOBAL EQUITY OPPORTUNITIES FUND FMV 20635003 20635003 ANGELES PRIVATE CREDIT FUND 3 FMV 451666 451666 ANGELES PRIVATE MARKETS FUND 5 FMV 306349 306349 ANGELES PRIVATE MARKETS FUND 6 FMV 500789 500789 ANGELES REAL ASSETS FUND 1 FMV 1136669 1136669 ANGELES REAL ASSETS FUND 2 FMV 1325800 1325800 OFFICE FRONT DOOR SIGNS 992 992 0 CONF ROOM TABLE & CHAIRS 8892 8892 0 INTERNAL SERVER & RELATED 2328 2328 0 LOGITECH WEBCAM INTERNAL 2030 2030 0 DELL COMPUTER MONITORS 2300 2300 0 DELL COMPUTER DESKTOPS 830 830 0 COMPUTER & HARDWARE 2971 2971 0 OFFICE FURNITURE 3480 3480 0 THINKPAD P53S WORKSTATION 2789 2789 0 OFFICE DESK 3562 1068 2494 LEGAL 176442 3529 153494 FEDERAL TAX RECEIVABLE 12270 0 0 NET UNREALIZED GAIN/LOSS 745612 BANK FEES 348 0 348 DUES AND MEMBERSHIPS 14467 0 8613 INSURANCE 16966 0 12933 INVESTMENT FEES 243690 243690 0 REPAIRS & MAINTENANCE 1791 0 1786 PASSTHROUGH EXPENSES 0 220979 0 GRANTWRITING/FUNDRAISING 47925 0 52425 WARRANTY EXPENSE 79 0 79 CHRONIC DISEASE FUND REIMBURSEMENT 7447 0 7398 PASSTHROUGH INCOME -63003 EXCISE TAX INCOME 10366 10366 10366 DEFERRED TAX LIABILITY 139444 129080 MEDICAL SERVICES 439000 0 439000 PURCHASED SERVICES 2070 0 2013 EDUCATION AND TRAINING 35 0 33 INDEPENDENT CONTRACTORS 181241 0 206425 EXCISE TAX 35854 0 0 FOREIGN INVESTMENT TAX 0 20153 0 TAXES & FEES 12164 0 404