2024-05-14T14:44:27-05:00 2023-12-31 942370906 SENSIBA LLP 5960 INGLEWOOD DR SUITE 201 PLEASANTON CA 94588 990 2023-01-01 843432820 SRC LIVING LEGACY FOUNDATION SRCL 4087417353 14500 FRUITVALE AVENUE 6153 SARATOGA CA 95070 COLIN WHITBY-STREVENS TREASURER 4087417353 2024-05-14 1 COLIN WHITBY-STREVENS 999009999 0 MONIC RAMIREZ P01344949 9252718700 2024-05-14 2 AAL1 IAL1 2023 2023-04-26 12:10:37Z STEVE JOHNSON 14500 FRUITVALE AVE APT 6138 SARATOGA CA 95070 1243427 0 X WWW.SRCLIVINGLEGACYFOUNDATION.ORG X 2019 CA LIVING LEGACY FOUNDATION'S EDUCATIONAL GRANT PROGRAM 9 9 0 0 0 0 720242 148986 0 0 20819 171913 0 697 741061 321596 102500 102600 0 0 0 0 0 0 0 8326 16598 110826 119198 630235 202398 1338257 1579153 3000 400 1335257 1578753 X TO GENERATE RESOURCES WITH WHICH TO FUND THE ENRICHMENT OF THE QUALITY OF LIFE WITHIN AND AFFILIATED WITH SARATOGA RETIREMENT COMMUNITY. THE MAIN ACTIVITY OF THE LIVING LEGACY FOUNDATION IS TO PROVIDE EDUCATIONAL GRANTS TO SRC EMPLOYEES AND THEIR CHILDREN. 0 0 102600 102600 LIVING LEGACY FOUNDATION'S EDUCATIONAL GRANT PROGRAM GIVES SCHOLARSHIPS TO ANYONE WHO SATISFIES THESE TWO CRITERIA:1) THEY ARE AN EMPLOYEE (*) OF THE SARATOGA RETIREMENT COMMUNITY, OR A SON OR DAUGHTER OF AN EMPLOYEE(*);2) THEY HAVE BEEN ACCEPTED FOR A PLACE OR ARE CURRENTLY WORKING TOWARDS A DEGREE IN A TWO YEAR COLLEGE OR A FOUR YEAR UNIVERSITY, AND ARE A STUDENT IN GOOD STANDING;OR THESE TWO CRITERIA:1) THEY ARE AN EMPLOYEE(*) OF THE SARATOGA RETIREMENT COMMUNITY;2) THEY HAVE BEEN ACCEPTED FOR A PLACE OR ARE CURRENTLY WORKING TOWARDS A CERTIFIED NURSING ASSISTANT (CNA) CERTIFICATE AT AN INSTITUTION APPROVED BY THE DIRECTOR OF THE SRC HEALTH CARE CENTER AND ARE A STUDENT IN GOOD STANDING.(*) THE EMPLOYEE MUST BE EMPLOYED AT LEAST HALF TIME AND HAVE BEEN EMPLOYED FOR NINE MONTHSTHE FOUNDATION AWARDED 44 EDUCATIONAL GRANTS IN 2023. 102600 1 1 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 X 9 9 0 0 0 0 0 0 0 1 0 0 0 1 1 1 1 0 0 0 0 0 CA X COLIN WHITBY-STREVENS 4087417353 14500 FRUITVALE AVENUE APT 6153 SARATOGA CA 95070 X VINCE MARTIN DIRECTOR 1.00 X 0 0 0 SUSAN CARNAHAN COMMUNICATIONS CHAIR 2.00 X 0 0 0 LINDA ELDEN DIRECTOR 1.00 X 0 0 0 STEVE JOHNSON CHAIRMAN & EDUCATIONAL GRANTS CHAIR 5.00 X X 0 0 0 JUDY CORNEY SECRETARY 2.00 X X 0 0 0 COLIN WHITBY-STREVENS TREASURER 5.00 X X 0 0 0 JUDY STRATMAN FUND DEVELOPMENT CO-CHAIR 1.00 X 0 0 0 TERRY STRATMAN FUND DEVELOPMENT CO-CHAIR 1.00 X 0 0 0 JANET CAPUTO DIRECTOR 2.00 X 0 0 0 0 0 0 0 0 0 0 0 148986 148986 39459 39459 1054285 921831 132454 132454 132454 CLASS ACTION SETTLEMENTS 900099 697 697 697 321596 0 0 172610 102600 102600 10000 10000 5715 5715 308 308 INVESTMENT EXPENSES 575 575 119198 102600 16598 0 43593 29421 15243 30676 1279421 1515256 0 3800 1338257 1579153 3000 400 3000 400 X 1247374 1490370 87883 88383 1335257 1578753 1338257 1579153 202398 41098 0 X 0 0 0 X 657376 77122 84980 81950 901428 657376 77122 84980 81950 901428 577997 323431 12357 19381 31553 40156 103447 1004875 X SCHEDULE A, PART VI, LIST OF UNUSUAL GRANTS: DESCRIPTION: BEQUEST OF ESTATE DATE: 12/31/22 AMOUNT: 635262. DESCRIPTION: BEQUEST OF ESTATE DATE: 12/31/23 AMOUNT: 67036. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 UNCLEARED GRANT CHECK 400 400 1 EDUCATIONAL GRANTS 44 102600 PART I, LINE 2: GRANT RECIPIENTS MUST COMPLETE AN APPLICATION, AVAILABLE ONLINE, WHICH IS REVIEWED BY THE EDUCATION GRANT CHAIR. WHEN APPROVED THE TREASURER RELEASES A CHECK TO THE AWARD RECIPIENT. FORM 990, PART VI, SECTION A, LINE 8B THE FOUNDATION DOES NOT HAVE ANY COMMITTEES. FORM 990, PART VI, SECTION B, LINE 11B UPON COMPLETION OF THE RETURN, A FINAL DRAFT IS DISTRIBUTED TO THE MEMBERS FOR THEIR REVIEW AND APPROVAL. FORM 990, PART VI, SECTION B, LINE 12C EACH DIRECTOR IS REQUIRED TO SIGN A CONFLICT OF INTEREST DISCLOSURE STATEMENT ANNUALLY. ALL DIRECTORS SIGNED THEIR RESPECTIVE STATEMENTS IN JANUARY 2023 . FORM 990, PART VI, SECTION C, LINE 19 THE CALIFORNIA CERTIFICATE OF STATUS, THE ARTICLES OF INCORPORATION, THE BY-LAWS, THE IRS DETERMINATION LETTER CONFIRMING 501(C)(3) STATUS AND THE IRS RULING CONCERNING RETIREMENT HOMES QUALIFICATION FOR EXEMPTION UNDER 501(C)(3) ARE ALL AVAILABLE ON THE FOUNDATION'S WEBSITE AT HTTPS://WWW.SRCLIVINGLEGACYFOUNDATION.ORG/LEGAL.HTML THE CONFLICT OF INTEREST POLICY IS MADE AVAILABLE TO MEMBERS OF THE PUBLIC UPON REQUEST.