2025-09-08T18:31:18-05:00 2024-12-31 941481988 BOWMAN & COMPANY LLP 10100 TRINITY PARKWAY SUITE 310 STOCKTON CA 95219 990PF 2024-01-01 680232655 THE CORTOPASSI FAMILY FOUNDATION CORT 2099480792 11292 N ALPINE ROAD STOCKTON CA 95212 DONALD LENZ SECRETARY/TREASURER 2099480792 2025-09-04 1 0 RICHARD D CLINE P00045989 2094731040 2025-09-04 2024 2025-03-06 01:10:19Z X 30676736 X 0 X 9876 9876 888318 888318 886310 12740329 886310 1784504 1784504 35000 0 35000 124387 0 124387 9697 0 9697 26950 6738 20212 132753 132753 0 93873 7220 9653 42058 0 42058 464718 146711 241007 1416790 1416790 1881508 146711 1657797 -97004 1637793 27481491 3028243 3028243 866 866 0 1722158 1713897 11373 21115893 24196229 0 1525618 1494464 239955 243037 243037 27732819 27635815 30676736 494975 1343130 494975 1343130 X 27146124 26200965 91720 91720 27237844 26292685 27732819 27635815 27237844 -97004 0 27140840 848155 26292685 MERRILL LYNCH #2320 P 1464423 1454525 9898 9898 MERRILL LYNCH #2320 P 1051961 972805 79156 79156 AMERICAN ENTERPRISE #0589 P 3462231 3159393 302838 302838 AMERICAN ENTERPRISE #0589 P 61034 45418 15616 15616 AMERICAN ENTERPRISE #5299 P 905769 891772 13997 13997 AMERICAN ENTERPRISE #5299 P 55187 53168 2019 2019 AMERICAN ENTERPRISE #6931 P 3824894 3546018 278876 278876 AMERICAN ENTERPRISE #6931 P 88858 66989 21869 21869 AMERICAN ENTERPRISE #0975 P 119487 91111 28376 28376 BANK OF STOCKTON #2003 P 573211 540377 32834 32834 BANK OF STOCKTON #2003 P 1099537 1032443 67094 67094 CAPITAL GAIN DISTRIBUTION - MERRILL LYNCH P 535 535 535 CAPITAL GAIN DISTRIBUTION - AMERIPRISE P 6011 6011 6011 CAPITAL GAIN DISTRIBUTION - BOS P 27191 27191 27191 886310 22765 0 22765 0 22765 39171 0 0 0 39171 0 16406 16406 0 0 0 0 0 0 0 0 0 0 0 1 1 CA 1 0 1 0 0 1 N/A DONALD G LENZ 2099480792 11292 N ALPINE RD STOCKTON CA 95212 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 1 0 0 1 0 0 0 0 JOAN CORTOPASSI 11292 N ALPINE ROAD STOCKTON CA 95212 TRUSTEE 1.00 0 0 0 DONALD LENZ 11292 N ALPINE ROAD STOCKTON CA 95212 SEC/TREAS 1.00 0 0 0 KATHERINE WHITLOW 11292 N ALPINE ROAD STOCKTON CA 95212 TRUSTEE 1.00 6000 0 0 REBECCA CARLSON 11292 N ALPINE ROAD STOCKTON CA 95212 TRUSTEE 1.00 5000 0 0 CARLA DONALDSON 11292 N ALPINE ROAD STOCKTON CA 95212 TRUSTEE 1.00 6000 0 0 TOM CORTOPASSI 11292 N ALPINE ROAD STOCKTON CA 95212 PRESIDENT 1.00 6000 0 0 JEFF COLOMBINI 11292 N ALPINE ROAD STOCKTON CA 95212 TRUSTEE 1.00 6000 0 0 GINO CORTOPASSI 11292 N ALPINE ROAD STOCKTON CA 95212 TRUSTEE 1.00 6000 0 0 NONE 0 NONE 0 0 26127007 3868017 0 29995024 0 0 29995024 449925 29545099 1477255 1477255 22765 22765 1454490 0 1454490 0 1454490 1657797 0 1657797 1454490 0 0 438453 505642 944095 1657797 0 0 0 1454490 203307 0 0 1147402 0 0 0 0 0 0 0 1147402 438453 505642 203307 X AHA FOUNDATION 5237 RIVER ROAD BETHESDA MD 20816 NONE PC GENERAL DONATION 5000 ALL SAINTS ACADEMY 144 W FIFTH ST STOCKTON CA 95206 NONE PC GENERAL DONATION 10000 ALZHEIMER'S DEMENTIA SUPPORT CENTER INC 700 MCHENRY AVE STEB MODESTO CA 95350 NONE PC GENERAL DONATION 2500 AMERICAN ASSOCIATION OF UNIVERSITY WOMEN PO BOX 690663 STOCKTON CA 95269 NONE PC GENERAL DONATION 2500 AMERICAN CANCER SOCIETY PO BOX 764 LINDEN CA 95236 NONE PC GENERAL DONATION 2500 ANNUNCIATION SCHOOL 1110 N LINCOLN STREET STOCKTON CA 95203 NONE PC GENERAL DONATION 1000 ASSISTANCE LEAGUE OF STOCKTON PO BOX 7766 STOCKTON CA 95267 NONE PC GENERAL DONATION 5000 BOYS & GIRLS CLUB OF MANTECA & LATHROP PO BOX 1061 MANTECA CA 95336 NONE PC GENERAL DONATION 5000 BOYS AND GIRLS CLUB OF LODI PO BOX 244 LODI CA 95241 NONE PC GENERAL DONATION 5000 CALIFORNIA FARMLAND TRUST PO BOX 1960 ELK GROVE CA 95759 NONE PC GENERAL DONATION 5000 CALIFORNIA FUTURE FARMERS OF AMERICA PO BOX 186 GALT CA 95632 NONE PC GENERAL DONATION 2000 CALIFORNIA SECTION AMERICAN CHEMICAL 2950 MERCED ST SAN LEANDRO CA 94577 NONE PC GENERAL DONATION 5000 CALIFORNIA STATE GRANGE 3830 U STREET SACRAMENTO CA 95817 NONE PC GENERAL DONATION 1000 CATHOLIC CHARITIES DIOCESE OF STOCKTON 1106 N EL DORADO ST STOCKTON CA 95202 NONE PC GENERAL DONATION 5000 CENTRAL CALIFORNIA SCHOOL OF ITALIAN LANGUAGE 8767 E WATERLOO STOCKTON CA 95215 NONE PC GENERAL DONATION 1000 CENTRAL VALLEY YOUTH SYMPHONY 13909 SE STARK ST PORTLAND OR 97233 NONE PC GENERAL DONATION 10000 CHILDREN'S HOME OF STOCKTON 430 N PILGRIM ST STOCKTON CA 95205 NONE PC GENERAL DONATION 5000 CHILDREN'S MUSEUM OF STOCKTON 402 W WEBER AVE STOCKTON CA 95203 NONE PC GENERAL DONATION 10000 COMMUNITY CENTER FOR THE BLIND 2453 GRAND CANAL BLVD STOCKTON CA 95207 NONE PC GENERAL DONATION 1000 COMMUNITY HOSPICE & HEALTH SERVICES FNDN 4368 SPYRES WAY MODESTO CA 95356 NONE PC GENERAL DONATION 2500 COMMUNITY PARTNERSHIP FOR FAMILIES PO BOX 1569 STOCKTON CA 95201 NONE PC GENERAL DONATION 75000 CRUIZERS ACADEMY 2625 COFFEE ROAD MODESTO CA 95355 NONE PC GENERAL DONATION 5000 DIOCESE OF STOCKTON 212 N SAN JOAQUIN ST STOCKTON CA 95202 NONE PC GENERAL DONATION 5000 DISTRICT 10 WILD EGG HUNT 1080 LINCOLN ROAD YUBA CITY CA 95991 NONE PC GENERAL DONATION 2500 FAMILY PROMISE OF SAN JOAQUIN 6148 GETTSBURG PLACE STOCKTON CA 95207 NONE PC GENERAL DONATION 30000 FRIENDS OF THE CHILDREN 44 NE MORRIS ST PORTLAND OR 97212 NONE PC GENERAL DONATION 250000 FRIENDS OF THE FOX PO BOX 30 STOCKTON CA 95201 NONE PC GENERAL DONATION 1000 FRIENDS OF THE MODESTO LIBRARY PO BOX 4565 MODESTO CA 95352 NONE PC GENERAL DONATION 5000 GOSPEL CENTER RESCUE MISSION 445 SOUTH SAN JOAQUIN STREET STOCKTON CA 95203 NONE PC GENERAL DONATION 50000 GOODWILL INDUSTRIES 4533 ALITALIA WAY STOCKTON CA 95206 NONE PC GENERAL DONATION 32850 GOODWILL INDUSTRIES 4533 ALITALIA WAY STOCKTON CA 95206 NONE PC GENERAL DONATION 10000 GREATER STOCKTON CHAMBER OF COMMERCE 445 W WEBER AVE STOCKTON CA 95203 NONE PC GENERAL DONATION 1300 GREAT VALLEY BOOKFEST 1433 MOFFAT BLVD 13 MANTECA CA 95336 NONE PC GENERAL DONATION 2500 HAGGIN MUSEUM 1201 N PERSHING AVENUE STOCKTON CA 95203 NONE PC GENERAL DONATION 5000 HAVEN OF PEACE PO BOX 7247 STOCKTON CA 95201 NONE PC GENERAL DONATION 10000 HOME FOR ORPHANS OF MEXICAN EXTRACTION 2390-C LAS POSAS RD BOX 169 CAMARILLO CA 93010 NONE PC GENERAL DONATION 1000 HORATIO ALGER ASSOCIATION 99 CANAL CENTER PLAZA 320 ALEXANDRIA VA 22314 NONE PC GENERAL DONATION 7500 HOSPICE OF SAN JOAQUIN 3888 PACIFIC AVE STOCKTON CA 95204 NONE PC GENERAL DONATION 2500 INTERNATIONAL CRANE FOUNDATION 1350 SE MINAM AVE BEND OR 97702 NONE PC GENERAL DONATION 5000 JACKSON 3 FOUNDATION 4108 STEAMBOAT CIRCLE STOCKTON CA 95219 NONE PC GENERAL DONATION 3000 JACKSON 3 FOUNDATION 4108 STEAMBOAT CIRCLE STOCKTON CA 95219 NONE PC GENERAL DONATION 2000 JENE WAH INC 238 E CHURCH ST STOCKTON CA 95203 NONE PC GENERAL DONATION 1000 JOHN BURTON ADVOCATES 235 MONTGOMERY ST SAN FRANCISCO CA 94104 NONE PC GENERAL DONATION 5000 JOSE HERNANDEZ REACHING FOR THE STARS PO BOX 958 STOCKTON CA 95201 NONE PC GENERAL DONATION 1000 LIGURI NEL MONDO PO BOX 693132 STOCKTON CA 95269 NONE PC GENERAL DONATION 2500 LIGURI NEL MONDO PO BOX 693132 STOCKTON CA 95269 NONE PC GENERAL DONATION 2500 LIGURI NEL MONDO PO BOX 693132 STOCKTON CA 95269 NONE PC GENERAL DONATION 2500 LINDEN PETERS CHAMBER OF COMMERCE PO BOX 557 LINDEN CA 95236 NONE PC GENERAL DONATION 1500 LODI MEMORIAL HOSPITAL FOUNDATION 845 S FAIRMONT AVE STE 3 LODI CA 95240 NONE PC GENERAL DONATION 2500 LODI POLICE FOUNDATION PO BOX 1616 LODI CA 95241 NONE PC GENERAL DONATION 1000 LODI SANDHILL CRANE ASSOCIATION PO BOX 1616 LODI CA 95241 NONE PC GENERAL DONATION 2500 MARY GRAHAM CHILDREN'S SHELTER PO BOX 792 STOCKTON CA 95201 NONE PC GENERAL DONATION 25000 MAYO CLINIC OF SCOTTSDALE 13400 E SHEA BLVD SCOTTSDALE AZ 95259 NONE PC GENERAL DONATION 100000 MCCALLUM THEATRE 73000 FRED WARING DRIVE PALM DESERT CA 92260 NONE PC GENERAL DONATION 10000 MD ANDERSON CANCER CLINIC 7007 BERTNER AVE HOUSTON TX 77030 NONE PC GENERAL DONATION 50000 NAMASTE FOUNDATION PO BOX 521 SAN FRANCISCO CA 94104 NONE PC GENERAL DONATION 5000 OPERATIONS FINS UP 2401 W TURNER RD LODI CA 95242 NONE PC GENERAL DONATION 3000 PACIFIC ITALIAN ALLIANCE PO BOX 4142 STOCKTON CA 95204 NONE PC GENERAL DONATION 10000 PIXIE WOODS PO BOX 4622 STOCKTON CA 95204 NONE PC GENERAL DONATION 5000 RANCHO MIRAGE WRITERS FESTIVAL 71-100 HWY 11 RANCHO MIRAGE CA 92270 NONE PC GENERAL DONATION 10000 RANCHO MIRAGE WRITERS FESTIVAL 71-100 HWY 11 RANCHO MIRAGE CA 92270 NONE PC GENERAL DONATION 10000 RED RHINO ORPHANAGE PROJECT PO BOX 693717 STOCKTON CA 95269 NONE PC GENERAL DONATION 5000 RIPON QUARTERBACK CLUB PO BOX 1124 RIPON CA 95366 NONE PC GENERAL DONATION 2500 SALVATION ARMY - LODI CORPS PO BOX 1388 LODI CA 95240 NONE PC GENERAL DONATION 2500 SALVATION ARMY - LODI CORPS PO BOX 1388 LODI CA 95240 NONE PC GENERAL DONATION 10000 SALVATION ARMY - LODI CORPS PO BOX 1388 LODI CA 95240 NONE PC GENERAL DONATION 5000 SAN JOAQUIN A 6731 HERNDON PLACE STOCKTON CA 95219 NONE PC GENERAL DONATION 5000 SAN JOAQUIN COUNTY HISTORICAL SOCIETY PO BOX 30 LODI CA 95240 NONE PC GENERAL DONATION 25000 SAN JOAQUIN COUNTY HISTORICAL SOCIETY PO BOX 30 LODI CA 95241 NONE PC GENERAL DONATION 25000 SAN JOAQUIN COUNTY JR SHOW AUCTION PO BOX 30695 STOCKTON CA 95213 NONE PC GENERAL DONATION 2500 SAN JOAQUIN COUNTY SHERIFF'S FOUNDATION PO BOX 878 STOCKTON CA 95201 NONE PC GENERAL DONATION 7500 SAN JOAQUIN FOUNDATION FAMILY DAY 2972 W SWAIN RD STE 228 STOCKTON CA 95219 NONE PC GENERAL DONATION 1000 SECOND HARVEST OF THE GREATER VALLEY 1220 VANDERBILT CIRCLE MANTECA CA 95202 NONE PC GENERAL DONATION 2500 SENECA HEALTHCARE FOUNDATION PO BOX 160 CHESTER CA 96020 NONE PC GENERAL DONATION 50000 SHINE TOGETHER 508 VALLEY WAY MILPTAS CA 95035 NONE PC GENERAL DONATION 5000 ST MARY'S COMMUNITY SERVICES 545 W SONORA ST STOCKTON CA 95203 NONE PC GENERAL DONATION 10000 ST MARY'S HIGH SCHOOL PO BOX 7247 STOCKTON CA 95267 NONE PC GENERAL DONATION 2500 ST MARY'S HIGH SCHOOL PO BOX 7247 STOCKTON CA 95267 NONE PC GENERAL DONATION 730 ST MARY'S HIGH SCHOOL PO BOX 7247 STOCKTON CA 95267 NONE PC GENERAL DONATION 365 ST MARY'S HIGH SCHOOL PO BOX 7247 STOCKTON CA 95267 NONE PC GENERAL DONATION 1000 ST MARY'S HIGH SCHOOL PO BOX 7247 STOCKTON CA 95267 NONE PC GENERAL DONATION 2320 ST MARY'S HIGH SCHOOL PO BOX 7247 STOCKTON CA 95267 NONE PC GENERAL DONATION 5000 ST MARY'S HIGH SCHOOL PO BOX 7247 STOCKTON CA 95267 NONE PC GENERAL DONATION 46575 ST MARY'S HIGH SCHOOL PO BOX 7247 STOCKTON CA 95267 NONE PC GENERAL DONATION 109150 ST MICHAEL'S CHURCH 5882 N ASHLEY LANE STOCKTON CA 95215 NONE PC GENERAL DONATION 2000 STOCKTON BEAUTIFUL PO BOX 4121 STOCKTON CA 95207 NONE PC GENERAL DONATION 2000 STOCKTON CIVIC THEATRE 2312 ROSEMARIE LANE STOCKTON CA 95207 NONE PC GENERAL DONATION 7500 STOCKTON CIVIC THEATRE 2312 ROSEMARIE LANE STOCKTON CA 95207 NONE PC GENERAL DONATION 7500 STOCKTON MEXICAN AMERICAN SCHOLARSHIP PO BOX 7917 STOCKTON CA 95267 NONE PC GENERAL DONATION 3000 SUPPORT STOCKTON POLICE FOUNDATION 3439 BROOKSIDE RD 204 STOCKTON CA 95219 NONE PC GENERAL DONATION 10000 TEMPLE ISRAEL 5105 N EL DORADO ST STOCKTON CA 95207 NONE PC GENERAL DONATION 5000 THE COMMUNITY SERVICE TEAM 10751 SIMMERHORN RD GALT CA 95632 NONE PC GENERAL DONATION 1000 THE LIVING DESERT 47900 PORTOLA AVE PALM DESERT CA 92260 NONE PC GENERAL DONATION 5000 THE LOEL FOUNDATION 105 S WASHINGTON LODI CA 95240 NONE PC GENERAL DONATION 15000 THE STOCKTON CHORALE PO BOX 7711 STOCKTON CA 95267 NONE PC GENERAL DONATION 5000 TOKAY SCIENCE BOOSTERS 2071 PROVIDENCE WAY STOCKTON CA 95242 NONE PC GENERAL DONATION 5000 TRACY COMMUNITY CONNECTIONS PO BOX 1215 TRACY CA 95378 NONE PC GENERAL DONATION 1000 TULEBURG PRESS 343 E MAIN ST STE 101 STOCKTON CA 95202 NONE PC GENERAL DONATION 2500 UC DAVIS FOUNDATION ONE SHIELDS AVE DAVIS CA 95616 NONE PC GENERAL DONATION 53000 UC DAVIS FOUNDATION ONE SHIELDS AVE DAVIS CA 95616 NONE PC GENERAL DONATION 53000 UNBOUND STOCKTON COMMUNITY SCHOOL 444 N AMERICAN ST STOCKTON CA 95202 NONE PC GENERAL DONATION 5000 UNITED SAMARITANS FOUNDATION 220 S BROADWAY TURLOCK CA 95380 NONE PC GENERAL DONATION 10000 UNIVERSITY OF THE PACIFIC 3601 PACIFIC AVE STOCKTON CA 95211 NONE PC GENERAL DONATION 25000 UNIVERSITY OF THE PACIFIC 3601 PACIFIC AVE STOCKTON CA 95211 NONE PC GENERAL DONATION 1000 VETERANHELPNET 2850 SEA BIRD WAY STOCKTON CA 95209 NONE PC GENERAL DONATION 5000 WORLD OF WONDERS SCIENCE MUSEUM 2 N SACRAMENTO ST LODI CA 95240 NONE PC GENERAL DONATION 25000 1416790 0 14 9876 14 888318 14 886310 0 1784504 0 1784504 0 0 0 0 0 0 0 0 0 0 TAXES AND AUDIT 26950 6738 20212 WETLANDS PRESERVATION FOUNDATION 11292 N ALPINE ROAD STOCKTON CA 95212 2023-12-19 15336000 TO PROVIDE FUNDS FOR EXPENDITURES THAT ARE SPECIFICALLY RELATED TO WETLANDS PRESERVATION FOUNDATION CHARITABLE MISSIONS AS DESCRIBED IN THEIR ARTICLES OF INCORPORATION. 0 NONE 12/16/24 2024-12-16 THE FOUNDATION RECEIVED TIMELY WRITTEN REPORTS FROM THE GRANTEE AFFIRMING COMPLIANCE WITH THE TERMS OF THE GRANT. THIS STATEMENT IS SUBMITTED IN COMPLIANCE WITH REG. 53.4945-5(D) AS PART OF THE FOUNDATION'S OBLIGATION TO EXERCISE EXPENDITURE RESPONSIBILITY ON GRANTS MADE TO NON-PUBLIC CHARITIES. CAPECCHIO FOUNDATION 11292 N ALPINE ROAD STOCKTON CA 95212 2023-12-19 15336000 TO PROVIDE FUNDS FOR EXPENDITURES THAT ARE SPECIFICALLY RELATED TO CAPECCHIO FOUNDATION CHARITABLE MISSIONS AS DESCRIBED IN THEIR ARTICLES OF INCORPORATION 0 NONE 12/16/24 2024-12-16 THE FOUNDATION RECEIVED TIMELY WRITTEN REPORTS FROM THE GRANTEE AFFIRMING COMPLIANCE WITH THE TERMS OF THE GRANT. THIS STATEMENT IS SUBMITTED IN COMPLIANCE WITH REG. 53.4945-5(D) AS PART OF THE FOUNDATION'S OBLIGATION TO EXERCISE EXPENDITURE RESPONSIBILITY ON GRANTS MADE TO NON-PUBLIC CHARITIES. CAPECCHIO FOUNDATION 11292 N ALPINE ROAD STOCKTON CA 95212 2023-07-20 250000 TO PROVIDE ADDITIONAL FUNDS FOR EXPENDITURES THAT ARE SPECIFICALLY RELATED TO FIELDS 1-5/CAPECCHIO RESIDENCE PARCELS GRANT #2 FOR CARE, UPKEEP, AND IMPROVEMENTS TO PROPERTY. 250000 NONE 12/16/24 2024-12-16 THE FOUNDATION RECEIVED TIMELY WRITTEN REPORTS FROM THE GRANTEE AFFIRMING COMPLIANCE WITH THE TERMS OF THE GRANT. THIS STATEMENT IS SUBMITTED IN COMPLIANCE WITH REG. 53.4945-5(D) AS PART OF THE FOUNDATION'S OBLIGATION TO EXERCISE EXPENDITURE RESPONSIBILITY ON GRANTS MADE TO NON-PUBLIC CHARITIES. CAPECCHIO FOUNDATION 11292 N ALPINE ROAD STOCKTON CA 95212 2023-05-02 250000 TO PROVIDE FUNDS FOR EXPENDITURES THAT ARE SPECIFICALLY RELATED TO FIELDS 1-5/CAPECCHIO RESIDENCE PARCELS GRANT #2 FOR CARE, UPKEEP, AND IMPROVEMENTS TO PROPERTY. 250000 NONE 12/16/24 2024-12-16 THE FOUNDATION RECEIVED TIMELY WRITTEN REPORTS FROM THE GRANTEE AFFIRMING COMPLIANCE WITH THE TERMS OF THE GRANT. THIS STATEMENT IS SUBMITTED IN COMPLIANCE WITH REG. 53.4945-5(D) AS PART OF THE FOUNDATION'S OBLIGATION TO EXERCISE EXPENDITURE RESPONSIBILITY ON GRANTS MADE TO NON-PUBLIC CHARITIES. CORPORATE BONDS - MERRILL LYNCH 1525618 1494464 BIOLOGICS MD 11373 11373 EQUITIES - MERRILL LYNCH 4965728 6778373 AMERIPRISE 8349506 8949094 BANK OF STOCKTON 7789286 8457389 1722158 1713897 0 0 LEGAL 9697 0 9697 REVERSIONARY INTEREST IN RESIDENTIAL REAL ESTATE 91720 91720 91720 RESEARCH DOE FUND 148235 148235 148235 INTEREST/DIVIDENDS RECEIVABLE 3082 3082 CHANGE IN BOARD DESIGNATED FUNDS 848155 OFFICE EXPENSE 15126 0 15126 REPAIRS & MAINTENANCE 9950 0 9950 UTILITIES 5568 0 5568 HOSTED EVENTS 11414 0 11414 INVESTMENT FEES 132753 132753 0 DEAN A CORTOPASSI IRREVOCABLE TRUST 11292 NORTH ALPINE ROAD STOCKTON CA 95212 JAC TRUST II 11292 NORTH ALPINE ROAD STOCKTON CA 95212 OTHER TAXES 9653 0 9653 EXCISE TAX 77000 0 0 FOREIGN TAXES 7220 7220 0