2024-05-15T14:06:23-04:00 2023-12-31 030373031 SHALLCROSS & ASSOCIATES 250 SNEDEN ST BISHOP CA 93514 990PF 2023-01-01 912150933 DONALD M SLAGER SUNSET FOUNDATION DONA 7608737360 PO BOX 51 BISHOP CA 93515 PHIL MCDOWELL SECRETARY 7607844672 2024-05-15 true PHIL MCDOWELL 999009999 true ANDREA R SHALLCROSS EA P00026887 7608737360 2024-05-15 X 2023 2023-04-26 12:10:37Z X 9930035 X X 289714 289714 70112 832475 70112 359826 359826 12560 720 7843 30000 30000 3378 3278 12075 104 104 3227 1291 61344 33998 9238 473532 473532 534876 33998 482770 -175050 325828 71911 21036 21036 61136 11075 11075 6000 4000 4000 1034471 1015535 897847 7145173 7216996 8467433 627522 502521 528644 8946213 8771163 9930035 0 X 8946213 8771163 8946213 8771163 8946213 8771163 8946213 -175050 8771163 8771163 GECC INTRNTS 5.5% P 2010-03-12 2023-03-15 125000 125000 VANGUARD TOT INTL STOCK IX ADMIRAL P 2020-08-10 2023-08-07 90750 84980 5770 5770 BLOS AN CA 6.582% P 2019-02-21 2023-05-15 5000 6201 -1201 -1201 VANGUARD BOND MKT INDEX ADM P 2020-11-05 2023-08-31 65028 74130 -9102 -9102 BNYC NY NY 6.828% P 2019-02-21 2023-07-17 5000 6388 -1388 -1388 VANGUARD BOND MKT INDEX ADM P 2020-11-05 2023-10-24 3780 4493 -713 -713 BWA ST WA 6.790% P 2019-02-21 2023-07-03 5000 6347 -1347 -1347 VANGUARD TOTAL STOCK MKT IDX ADM P 2020-08-10 2023-08-07 159546 122498 37048 37048 VANGUARD INTER-TERM INVEST-GR ADM P 2020-11-05 2023-08-31 22507 26115 -3608 -3608 VANGUARD TOTAL STOCK MKT IDX ADM P 2020-08-10 2023-08-07 120292 92359 27933 27933 VANGUARD INTER-TERM INVEST-GR ADM P 2020-11-05 2023-10-24 1082 1314 -232 -232 VANGUARD TOTAL STOCK MKT IDX ADM P 2020-08-10 2023-08-07 39957 30679 9278 9278 VANGUARD LONG-TERM INVEST-GR ADM P 2020-11-05 2023-08-31 13427 17039 -3612 -3612 VANGUARD TOTAL STOCK MKT IDX ADM P 2020-08-10 2023-08-07 56240 43180 13060 13060 VANGUARD SHORT-TERM INVEST-GR ADM P 2020-11-05 2023-02-02 7500 8131 -631 -631 VANGUARD TOTAL STOCK MKT IDX ADM P 2020-08-10 2023-08-07 25515 19590 5925 5925 VANGUARD SHORT-TERM INVEST-GR ADM P 2020-11-05 2023-05-04 7500 8110 -610 -610 LEHMAN BROS RECOVERY OF PRINCIPAL P 2005-11-30 2023-04-10 114 114 114 VANGUARD SHORT-TERM INVEST-GR ADM P 2020-11-05 2023-08-03 7500 8226 -726 -726 LEHMAN BROS RECOVERY OF PRINCIPAL P 2005-11-30 2023-10-06 61 61 61 VANGUARD SHORT-TERM INVEST-GR ADM P 2020-11-05 2023-08-31 29432 30797 -1365 -1365 VANGUARD SHORT-TERM INVEST-GR ADM P 2020-11-05 2023-10-24 8162 8643 -481 -481 VANGUARD SHORT-TERM INVEST-GR ADM P 2020-11-05 2023-11-02 7500 7901 -401 -401 VANGUARD TOT INTL BOND IX ADMIRAL P 2020-11-05 2023-08-31 19606 22197 -2591 -2591 VANGUARD TOT INTL BOND IX ADMIRAL P 2020-11-05 2023-10-24 6976 8045 -1069 -1069 70112 4529 4529 4529 4000 4000 529 false false false false false false false true true CA true false false false false true N/A SHALLCROSS ASSOCIATES 7608737360 250 SNEDEN STREET 250 SNEDEN STREET BISHOP CA 93514 false false false false false false false false false false false false false true true false false false false false false false TOM HARDY 2337 HOPI CIRCLE BISHOP CA 93514 PRESIDENT 1.00 0 0 0 PHIL MCDOWELL 420 N MOUNTAIN VIEW ROAD BISHOP CA 93514 SECRETARY 1.00 0 0 0 JOHN HELM 330 MT TOM ROAD BISHOP CA 93514 TREASURER 1.00 0 0 0 MC HUBBARD 191 N SCHOOL STREET BIG PINE CA 93513 TRUSTEE 1.00 0 0 0 CHRISTIAN MILOVICH 698 SNOW CIRCLE BISHOP CA 93514 TRUSTEE 1.00 0 0 0 MICHAEL GABLE 2719 HIGHLAND DRIVE BISHOP CA 93514 TRUSTEE 1.00 0 0 0 DANA CROM 486 N FOWLER ST BISHOP CA 93514 TRUSTEE 1.00 0 0 0 NONE NONE SCHOLARSHIP PROGRAM-SUPPORTED 64 INDIVIDUAL STUDENTS BY PROVIDING UP TO 10,000 IN SCHOLARSHIP FUNDS EACH PER YEAR. 327481 DONATION TO THE KERN COMMUNITY COLLEGE DISTRICT, WHICH HAS A CAMPUS IN EACH OF OUR LOCAL COUNTIES OF INYO AND MONO. 30000 DONATION TO THE NORTHERN INYO HEALTHCARE DISTRICT, SUPPORTING MEDICAL EDUCATION. 20000 DONATION TO THE MAMMOTH HOSPITAL FOUNDATION, SUPPORTING MEDICAL EDUCATION. 20000 N/A 9296408 144666 4134 9445208 9445208 141678 9303530 465177 465177 4529 4529 460648 460648 460648 482770 482770 460648 453416 482770 453416 29354 431294 SUNSET FOUNDATION SCHOLARSHIP PGM 250 SNEDEN STREET BISHOP CA 93514 7608737360 SCHOLARSHIP APPLICATION FORM PROVIDED UPON REQUEST; IN ADDITION, APPLICANTS MUST ATTACH OFFICIAL TRANSCRIPTS FROM THE LAST FOUR YEARS OF STUDY. FIRST WEEK OF MARCH OF EACH YEAR, VARIES BY YEAR. NONE. BISHOP SUNRISE ROTARY CLUB PO BOX 712 PO BOX 712 BISHOP CA 93515 NONE CHARITABLE SCHOLARSHIPS 15000 BISHOP UNIFIED SCHOOL DISTRICT 301 N FOWLER ST 301 N FOWLER ST BISHOP CA 93514 NONE EDUCATIONAL LINK CREW 4550 BRIGHAM YOUNG UNIVERSITY A41 SAB A41 ASB PROVO UT 84602 NONE EDUCATIONAL SCHOLARSHIP 5000 CAL STATE POLYTECHNIC UNIV SLO 1 GRAND AVENUE 1 GRAND AVENUE SAN LUIS OBISPO CA 93407 NONE EDUCATIONAL SCHOLARSHIP 10000 CALIFORNIA STATE UNIV MARITIME ACA 200 MARITIME ACADEMY DR 200 MARITIME ACADEMY DR VALLEJO CA 94590 NONE EDUCATIONAL SCHOLARSHIP 5000 CALIFORNIA STATE UNIV NORTHRIDGE 18111 NORDHOFF ST 18111 NORDHOFF ST NORTHRIDGE CA 91330 NONE EDUCATIONAL SCHOLARSHIP 5000 CALIFORNIA STATE UNIVERSITY SACRAM 6000 J STREET 6000 J STREET SACRAMENTO CA 95819 NONE EDUCATIONAL SCHOLARSHIP 5000 CONCORDIA UNIVERSITY IRVINE 1530 CONCORDIA WEST 1530 CONCORDIA WEST IRVINE CA 92612 NONE EDUCATIONAL SCHOLARSHIP 5000 EASTERN SIERRA CANCER ALLIANCE PO BOX 1523 PO BOX 1523 BISHOP CA 93515 NONE CHARITABLE CANCER PATIENTS ASSISTANCE 1500 EASTSIDE STUDENT CENTER 436 SHORT ST 436 SHORT ST BISHOP CA 93514 NONE EDUCATIONAL AFTER SCHOOL PROGRAM 15000 ENDICOTT COLLEGE 376 HALE STREET 376 HALE STREET BEVERLY MA 01915 NONE EDUCATIONAL SCHOLARSHIP 5000 FORT LEWIS COLLEGE 1000 RIM DRIVE 1000 RIM DRIVE DURANGO CO 81301 NONE EDUCATIONAL SCHOLARSHIP 5000 GREAT BASIN COLLEGE ELKO 1500 COLLEGE PARKWAY 1500 COLLEGE PARKWAY ELKO NV 89801 NONE EDUCATIONAL SCHOLARSHIP 5000 INDIVIDUAL SCHOLARSHIP PROGRAM PO BOX 51 PO BOX 51 BISHOP CA 93515 NONE EDUCATIONAL SCHOLARSHIPS 154482 INYO COUNTY SEARCH & RESCUE PO BOX 982 PO BOX 982 BISHOP CA 93515 NONE SAFETY SEARCH AND RESCUE PROGRAM 10000 KERN COMMUNITY COLLEGE DISTRICT 4090 W LINE STREET 4090 W LINE STREET BISHOP CA 93514 NONE EDUCATIONAL EDUCATIONAL 30000 KNOX COLLEGE 2 E SOUTH STREET 2 E SOUTH STREET GALESBURG IL 61401 NONE EDUCATIONAL SCHOLARSHIP 5000 MAMMOTH HOSPITAL FOUNDATION PO BOX 1954 PO BOX 1954 MAMMOTH LAKES CA 93546 NONE HEALTHCARE HEALTH CARE SCHOLARSHIP PROGRAM 20000 MONO COUNTY SEARCH & RESCUE PO BOX 1954 PO BOX 1954 MAMMOTH LAKES CA 93546 NONE SAFETY SEARCH AND RESCUE PROGRAM 10000 MONTANA STATE UNIVERSITY PO BOX 172640 PO BOX 172640 BOZEMAN MT 597172640 NONE EDUCATIONAL SCHOLARSHIP 5000 NORTHERN INYO HEALTHCARE DISTRICT 150 PIONEER LN 150 PIONEER LN BISHOP CA 93514 NONE HEALTHCARE HEALTH CARE SCHOLARSHIP PROGRAM 20000 NORTHERN INYO HOSPITAL AUXILIARY 150 PIONEER LN 150 PIONEER LN BISHOP CA 93514 NONE CHARITABLE LOCAL HOSPITAL SUPPORT 15000 OKLAHOMA STATE UNIVERSITY 113 STUDENT UNION 113 STUDENT UNION STILLWATER OK 74078 NONE EDUCATIONAL SCHOLARSHIP 5000 PURDUE UNIVERSITY 128 MEMORIAL MALL ROOM 1 128 MEMORIAL MALL ROOM 1 WEST LAFAYETTE IN 47907 NONE EDUCATIONAL SCHOLARSHIP 5000 SALVATION ARMY 1180 N MAIN STREET 1180 N MAIN STREET BISHOP CA 93514 NONE CHARITABLE HOMELESS AND HUNGRY MINISTRY 2500 SAN DIEGO STATE UNIVERSITY 5500 CAMPANILE DR 5500 CAMPANILE DR SAN DIEGO CA 92182 NONE EDUCATIONAL SCHOLARSHIP 15000 SAN FRANCISCO STATE UNIVERSITY 1600 HOLLOWAY AVENUE 1600 HOLLOWAY AVENUE SAN FRANCISCO CA 94132 NONE EDUCATIONAL SCHOLARSHIP 5000 SAN JOSE STATE UNIVERSITY ONE WASHINGTON SQUARE ONE WASHINGTON SQUARE SAN JOSE CA 95192 NONE EDUCATIONAL SCHOLARSHIP 5000 TEXAS CHRISTIAN UNIVERSITY TCU BOX 297012 TCU BOX 297012 FORT WORTH TX 76129 NONE EDUCATIONAL SCHOLARSHIP 5000 UNITED METHODIST SOCIAL SERVICES 205 N FOWLER STREET 205 N FOWLER STREET BISHOP CA 93514 NONE CHARITABLE SOUP KITCHEN,SHOWER MINISTRY 2500 UNIVERSITY OF CALIF SANTA BARBARA 2103 SAASB 2103 SAASB SANTA BARBARA CA 93106 NONE EDUCATIONAL SCHOLARSHIP 5000 UNIVERSITY OF CALIFORNIA BERKELEY 18 SPROUL HALL 1960 18 SPROUL HALL 1960 BERKELEY CA 94720 NONE EDUCATIONAL SCHOLARSHIP 5000 UNIVERSITY OF CALIFORNIA DAVIS PO BOX 989062 PO BOX 989062 WEST SACRAMENTO CA 95798 NONE EDUCATIONAL SCHOLARSHIP 10000 UNIVERSITY OF CALIFORNIA IRVINE 102 ALDRICH HALL 102 ALDRICH HALL IRVINE CA 92697 NONE EDUCATIONAL SCHOLARSHIP 5000 UNIVERSITY OF CALIFORNIA LOS ANGELE BOX 957089 BOX 957089 LOS ANGELES CA 90095 NONE EDUCATIONAL SCHOLARSHIP 10000 UNIVERSITY OF CALIFORNIA SAN DIEGO 7835 TRADE ST 7835 TRADE ST SAN DIEGO CA 92121 NONE EDUCATIONAL SCHOLARSHIP 5000 UNIVERSITY OF CALIFORNIA SANTA CRUZ 1156 HIGH STREET 1156 HIGH STREET SANTA CRUZ CA 95064 NONE EDUCATIONAL SCHOLARSHIP 13000 UNIVERSITY OF NEVADA RENO MAILSTOP 0076 MAILSTOP 0076 RENO NV 89557 NONE EDUCATIONAL SCHOLARSHIP 10000 UNIVERSITY OF REDLANDS PO BOX 3080 PO BOX 3080 REDLANDS CA 92373 NONE EDUCATIONAL SCHOLARSHIP 10000 473532 14 289714 70112 289714 70112 359826 true false false false false false false false false 1a(1) 15000 BISHOP SUNRISE ROTARY DONATE TO SCHOLARSHIP FUND OF CLUB false ACCOUNTING FEES 12560 720 7843 CORPORATE BONDS 502521 528644 MANAGED MONEY ACCOUNTS 7216996 8467433 1015535 897847 EXPENSES ADVERTISING 1291 1291 INSURANCE 1504 OFFICE EXPENSE 72 POSTAGE 360 INVESTMENT ACCOUNT FEES 30000 30000 FEES 100 FEDERAL EXCISE TAX 3278 3278