2024-05-14T16:53:56-04:00 2023-12-31 820625147 CGC ACCOUNTANTS AND ADVISORS 73733 FRED WARING DR STE 105 PALM DESERT CA 92260 990PF 2023-01-01 330426210 REYNALDO J CARREON MD FOUNDATION REYN 7604878839 41550 ECLECTIC STREET PALM DESERT CA 92260 RICARDO LORETTA EXECUTIVE DIRECTOR 2024-05-13 RICARDO LORETTA XXX-XX-XXXX true KELLI COX P01344838 7603452570 2024-05-13 2023 2023-04-26 12:10:37Z X X 1766034 X 118531 5 5 36959 36959 77509 599680 77509 21669 21669 254673 114473 21669 95812 13362 3341 17848 17848 9605 4906 988 69930 212451 21189 0 249950 249950 462401 21189 249950 -207728 93284 21669 100560 128754 128754 1659 375 375 113864 101163 135326 1524998 1326909 1494179 7400 7400 1741081 1564601 1766034 2000 10277 2000 10277 X 1739081 1554324 1739081 1554324 1741081 1564601 1739081 -207728 23061 1554414 90 1554324 LPL FINANCIAL (SEE ATTACHED P 67112 62969 4143 4143 LPL FINANCIAL (SEE ATTACHED) P 532467 459202 73265 73265 CAPITAL GAINS DIVIDENDS P 101 101 101 77509 4244 1297 1297 1297 1297 false false false false false false false true true true false true false false true WWW.CARREONFOUNDATION.ORG CGC ACCOUNTANTS & ADVISORS 7603452570 73733 FRE WARING DRIVE SUITE 105 PALM DESERT CA 92260 false false false false false false false false false false false false false false false false false false false false JOHN GARCIA 41550 ECLECTIC STREET PALM DESERT CA 92260 PRESIDENT 40.00 95812 0 0 ANDRES CORONEL 41550 ECLECTIC STREET PALM DESERT CA 92260 TREASURER 1.00 0 0 0 MARCELINO MALDONADO 41550 ECLECTIC STREET PALM DESERT CA 92260 SECRETARY 1.00 0 0 0 RICARDO LORETTA 41550 ECLECTIC STREET PALM DESERT CA 92260 EXECUTIVE DI 1.00 0 0 0 CARMEN CONTRERAS 41550 ECLECTIC STREET PALM DESERT CA 92260 DIRECTOR 1.00 0 0 0 DANNY PORRAS 41550 ECLECTIC STREET PALM DESERT CA 92260 DIRECTOR 1.00 0 0 0 KIMBERLY KRAUSE 41550 ECLECTIC STREET PALM DESERT CA 92260 DIRECTOR 1.00 0 0 0 LATANYA STRANGE 41550 ECLECTIC STREET PALM DESERT CA 92260 DIRECTOR 1.00 0 0 0 ELAINE TORRES 41550 ECLECTIC STREET PALM DESERT CA 92260 DIRECTOR 1.00 0 0 0 ANGEL MONTES 41550 ECLECTRIC STREET PALM DESERT CA 92260 DIRECTOR 1.00 0 0 0 BEN VASQUEZ 41550 ECLECTIC STREET PALM DESERT CA 92260 DIRECTOR 1.00 0 0 0 GUILLERMO BECERRA 41550 ECLECTIC STREET PALM DESERT CA 92260 DIRECTOR 1.00 0 0 0 NONE NONE SCHOLARSHIP ASSISTANCE FOR STUDENTS ENROLLING IN SECONDARY EDUCATION. N/A 149374 110626 1574676 1834676 1834676 27520 1807156 90358 90358 1297 1297 89061 89061 89061 249950 249950 89061 73835 61222 2189 26619 163865 249950 89061 160889 324754 0 324754 73835 61222 2189 26619 160889 RICARDO LORETTA 41550 ECLECTIC STREET PALM DESERT CA 92260 8583444812 CARREONFOUNDATION@GMAIL.COM COMPLETION OF A REQUIRED APPLICATION FORM. APPLICATIONS MUST BE SUBMITTED BY JANUARY 15TH OF THE FIRST YEAR OF SECONDARY EDUCATION. SCHOLARSHIPS ARE AWARDED TO STUDENTS WHO ARE ENROLLED AS A FULL-TIME STUDENT IN A COACHELLA VALLEY OR BLYTHE HIGH SCHOOL, HAVE EARNED AT LEAST A 3.0 UN-WEIGHTED GPA FOR ALL FOUR YEARS OF HIGH SCHOOL WORK COMPLETED, ARE INVOLVED IN THE COMMUNITY, ARE OF MEXICAN/HISPANIC ANCESTRY, AND ONEFUTURE COACHELLA VALLEY 41550 ECLECTIC STREET PALM DESERT CA 92260 NONE NONE TO PROVIDE UNDERPRIVILEGED STUDENTS 249950 249950 BOARD COMMITMENT 500 BANQUET & MIXER INCOME 20385 MISCELLANEOUS INCOME 789 5 36959 77509 BROKER ADJ TO COST BASIS -5 136142 136142 false false false false false false false false false false X X 1 AJ KIRSCHENBAUM CHARITABLE 22706 ASPAN ST SUITE 403 LAKE FOREST CA 926301603 7000 X 7 ROTARY CLUB OF PALM DESERT FOUNDATIO PO BOX 10101 PALM DESERT CA 92255 9000 X 2 AL HORTON MEMORIAL ROTARY FOUNDATIO PO BOX 691 DESERT HOT SPRINGS CA 92240 5000 X 8 SAN MANUEL BAND OF MISSION INDIANS 26569 COMMUNITY CENTER DRIVE HIGHLAND CA 92346 5000 X 3 CITY OF PALM SPRINGS PO BOX 2743 PALM SPRINGS CA 922632743 5000 X 4 CONNIE BOB LURIE FOUNDATION PO BOX 610043 REDWOOD CITY CA 940610043 5000 X 5 DESERT HEALTHCARE DISTRICT 1140 N INDIAN CANYON RIVE PALM SPRINGS CA 92262 45000 X 6 HERITAGE PALMS EMPL SCHOLARSHIP FUND 44291 SOUTH HERITAGE PALMS DR INDIO CA 92201 16500 X ACCOUNTING FEES 13362 3341 LPL FINANCIAL - VARIOUS 101163 135326 LPL FINANCIAL - VARIOUS AT COST 1326909 1494179 RIGHT OF USE ASSET 7400 7400 NONDEDUCTIBLE PENALTIES 90 EXPENSES CAPITAL GROWTH EXP 9330 INSURANCE 1799 MARKETING 25269 PROGRAM EXPENSES 33532 BOARD COMMITMENT 500 500 BANQUET & MIXER INCOME 20385 20385 MISCELLANEOUS INCOME 789 789 BROKER ADJ TO COST BASIS -5 -5 OTHER COMPREHENSIVE INCOME 23061 PORTFOLIO ADVISORY FEES 17848 17848 PAYROLL TAXES 7589 FEDERAL EXCISE TAX 1952 FOREIGN TAXES 64