2024-02-27T14:17:35-08:00 2023-09-30 462854746 Croce Sanguinetti & Vander Veen Inc 3520 Brookside Rd Ste 141 Stockton CA 95219 990PF 2022-10-01 943148459 Joseph P Roberson Foundation JOSE 9168043488 6975 Warbler Way Sacramento CA 95831 Judy Roberson President 2024-02-27 true Judy Roberson 999009999 true Donnie M Hernandez P01070622 2099381010 2 AAL1 IAL1 FAL1 2022 2023-04-26 12:10:37Z X 453912 X 27060 13701 13701 13701 -3288 67136 37473 13701 13701 1250 1250 39 14 25 3506 2154 1352 4795 2168 2627 28000 28000 32795 2168 30627 4678 11533 13701 3161 30280 30280 7202 4801 4801 1046 1176 3285 385406 365236 415546 396815 401493 453912 0 X 396815 401493 396815 401493 396815 401493 396815 4678 401493 401493 PUBLICLY TRADED SECURITIES P 2000-01-01 2022-10-12 5007 5417 -410 -410 PUBLICLY TRADED SECURITIES P 2000-01-01 2022-10-12 62129 65007 -2878 -2878 -3288 -410 160 160 160 160 0 false false false false false false false true true CA true false false false false true www.jprobersonfoundation.org Judy Roberson 9168043488 6975 Warbler Way Sacramento CA 95831 false false false false false false false false false false false false false false false false false false false false false false Judy Roberson 6975 Warbler Way Sacramento CA 95831 President 1.00 0 Joann Murphy 18060 Burke Drive Plymouth CA 95669 Treasurer 1.00 0 Christine Garcia 30 Riverbank Place Carmichael CA 95608 Secretary 1.00 0 Victoria Wheelock MD 87 Breckenwood Drive Sacramento CA 95864 Director 1.00 0 Edward Murphy 235 Bretano Way Greenbrae CA 94904 Director 1.00 0 Andy Roberson 1728 Holland Drive Walnut Creek CA 94597 Director 1.00 0 Sherry McCulloch 6975 Warbler Way Sacramento CA 95831 Director 1.00 0 NONE NONE 435372 14848 0 450220 0 450220 6753 443467 22173 22173 160 160 22013 22013 22013 30627 30627 22013 45000 25000 25000 35000 11170 141170 30627 0 22013 8614 149784 0 45000 104784 25000 25000 35000 11170 8614 X UNIVERSITY OF CALIFORNIA DAVIS 2315 STOCKTON BLVD SACRAMENTO CA 95817 N/A N/A RESEARCH TO FIND TREATMENTS FOR PEOPLE WITH HUNTINGTON'S DISEASE. 28000 28000 14 13701 18 -2878 -410 10823 -410 10413 false false false false false false false false false false X X 1 LAWRENCE CHRISTINE GARCIA 6975 WARBLER WAY SACRAMENTO CA 95831 10000 X 2 ALICE HINKLE 6975 WARBLER WAY SACRAMENTO CA 95831 5000 X accounting 1250 0 0 1250 DTE ENERGY CO 980 2601 DT MIDSTREAM INC COMMON STOCK 196 684 FIDELITY 500 INDEX FUND AT COST 29274 36564 COHEN & STEERS REALTY AT COST 13558 11277 AMERICAN GROWTH FUND OF AMERICA CL F2 AT COST 43418 57614 FID ADV FLOATING RATE HIGH INCOME Z AT COST 26174 25551 FIDELITY INFLAT-PROT BD INDEX FUND AT COST 11470 10042 DODGE & COX INCOME CL I AT COST 25438 21874 NUVEEN HIGH YIELD MUNICIPAL CLASS I AT COST 27346 20677 TCW TOTAL RETURN BONC CLASS N AT COST 40118 31449 ISHARES TRUST MSCI EMG MKTS ETF USD DIS AT COST ISHARES MSCI EAFE ETF AT COST 34000 38185 ISHARES TR RUS MID CAP ETF AT COST 9622 27160 ISHARES RUSSELL 1000 VALUE ETF AT COST 57482 73928 ISHARES RUSSELL 2000 ETF AT COST 4370 9835 VANGUARD SPECIALIZED FUNDS DIV APP ETF AT COST 22358 28570 FIDELITY SMALL CAP VALUE AT COST 10476 11089 AMERICAN NEW WORLD FUND CL F2 AT COST 10132 11731 COLLECTION FEES 197 197 INSURANCE 813 813 INVESTMENT FEES 2154 2154 MEETING EXPENSE 342 342 FEDERAL TAX 14 14 STATE REGISTRATION RENEWAL FEE 25 25