2024-08-20T06:53:18-07:00 2023-12-31 261730429 John J Capelli Jr CPA 2000 Santa Clara Ave Alameda CA 94501 990PF 2023-01-01 450499860 MARGARET L MCQUINN SCHOLARSHIP FOUNDATI ON MARG 5105228749 3263 SAN JOSE AVENUE ALAMEDA CA 94501 LINDA LARKIN Executive Director 2024-08-20 true true John J Capelli Jr CPA P01352402 5109958590 2023 2024-08-08 14:25:15Z X 3970366 X X 26200 26200 26200 51700 51700 51700 89818 803988 89818 167718 167718 77900 10000 3300 42162 42162 600 374 56436 42162 0 181500 181500 237936 42162 181500 -70218 125556 77900 54938 96562 96562 77875 10446 10446 3163005 3129557 3759734 200031 103624 103624 1 3495849 3340190 3970366 0 X 3495849 3340190 3495849 3340190 3495849 3340190 3495849 -70218 3425631 85441 3340190 MORGAN STANLEY 447 115292 200 P 2000-01-01 2023-12-31 115026 70633 44393 44393 MORGAN STANLEY 447 115437 200 P 2000-01-01 2023-12-31 206154 236204 -30050 -30050 MORGAN STANLEY 447 115437 200 P 2023-01-01 2023-12-31 342426 365561 -23135 -23135 100 SH APPLE P 2016-04-26 2023-07-27 19278 2470 16808 16808 100 SH MICROSOFT P 2014-01-06 2023-07-27 33029 3631 29398 29398 100 SH PROCTOR AND GAMBLE P 2009-11-23 2023-07-27 15213 6287 8926 8926 80 SH ROYCE GLOBAL VALUE P 2015-03-24 2023-07-27 726 645 81 81 2649.495 SH NANGUARD SHORT TERM P 2023-01-01 2023-02-27 26458 28739 -2281 -2281 Capital Gain Dividends 45678 89818 -25416 1745 1745 1745 1745 0 false false false false false false false false true true false false false false true N/A LINDA LARKIN 5105228749 3263 SAN JOSE AVENUE ALAMEDA CA 94501 false false false false false false false false false false false false false false false false false false false false false false LINDA LARKIN 3262 SAN JOSE AVENUE ALAMEDA CA 94501 EXECUTIVE DIREC 5.00 5000 RONALD GOLDMAN 1333 EL CENTRO AVE OAKLAND CA 94602 Secretary 5.00 5000 NONE NONE SCHOLARSHIP PAYMENTS TO INDIVIDUALS TO ASSIST WITH PAYMENT OF COLLEGE COSTS - LIMITED TO $7,000 PER RECIPIENT 0 0 0 0 0 0 0 0 0 0 1745 1745 1745 1745 0 181500 181500 0 62808 60187 63777 23493 41577 251842 181500 0 181500 433342 0 62808 370534 60187 63777 23493 41577 181500 X MICHELLE MIKHELBOOK 1614 SCHILLER ST ALAMEDA CA 94501 NONE N/A SCHOLARSHIP 2500 KELLEY AKIKO 453 HAIGHT ST ALAMEDA CA 94501 NONE N/A SCHOLARSHIP 5000 CYNTHIA BEALL 1016 BEGONIA DRIVE ALAMEDA CA 94502 NONE N/A SCHOLARSHIP 5000 MOLLY CAMPBELL 1640 4TH STREET ALAMEDA CA 94501 NONE N/A SCHOLARSHIP 6000 TIFANIE CHAU 208 MAITLAND DRIVE ALAMEDA CA 94502 NONE N/A SCHOLARSHIP 5000 AMY ERNENEDALL 29288 ARROYO DRIVE IRVINE CA 92602 NONE N/A SCHOLARSHIP 5000 STEVEN MAI 14427 BREEZY ORCHARD TRI HOUSTON TX 77065 NONE N/A SCHOLARSHIP 4000 QUENNIE MEI 1008 ENTRANCE RD ALAMEDA CA 94501 NONE N/A SCHOLARSHIP 3000 TINA OTERO 1354 12TH AVE SAN FRANCISCO CA 94122 NONE N/A SCHOLARSHIP 6000 CAMBRIA RESTAGNO 3263 SAN JOSE AVE ALAMEDA CA 94501 NONE N/A SCHOLARSHIP 5000 KASSANDROY RUIZ 410 MALCOLM DRIVE RICHMOND CA 94801 NONE N/A SCHOLARSHIP 5000 KRISTIN WONG 17 SWIFT CT ALAMEDA CA 94501 NONE SCHOLARSHIP 6000 FONG ZHIMAN 1115 HOLLY ST ALAMEDA CA 94502 SCHOLARSHIP 6000 ANTHONY CHEN 1619 BROADWAY D ALAMEDA CA 94501 SCHLORSHIP 6000 NOAH ROSS 412 SINGLETON AVE ALAMEDA CA 94501 SCHLORSHIP 6000 ZAVIER ANNIS 1557 4TH STREET ALAMEDA CA 94501 SCHOLARSHIP 6000 LILLIAN BURGESS 1033 RAVENS LANE CHICO CA 95926 SCHOLARSHIP 4000 AVA GURTON 3242 THOMPSON AVE ALAMEDA CA 94501 SCHOLARSHIP 6000 ELLA CHASE 2821 FERNSIDE ALAMEDA CA 94501 SCHOLARSIP 6000 JEREMY CHEN 10376 SELER PL BERKELEY CA 94505 SCHLORSHIP 6000 MITCHENN FONG 1858 3RD STREET CONCORD CA 94519 SCHLORSHIP 5000 BRITTANY JUHALA 3244 BAYO VISTA ALAMEDA CA 94501 SCHLORSHIP 3000 ALYSSA JUHALA 1209 SANTA CLARA AVE ALAMEDA CA 94502 SCHLORSHIP 3000 JORDAN LIM 174 ORR RF ALAMEDA CA 94502 SCHLORSHIP 3500 MEGAN NJERI 1521 STANTON ST ALAMEDA CA 94501 SCHLORSHIP 5000 CHNDON PIERRE 420 STAFFORD AV APT 1A WAYNE PA 19087 SCHLORSHIP 5000 BRIANNA ST DENIS 1508 BAY ST ALAMEDA CA 94501 SCHLORSHIP 6000 KYLE LAM 1026 E 23 ST OAKLAND CA 94606 SCHLORSHIP 1500 RYAN SELLERS 3258 SAN JOSE AVE ALAMEDA CA 94501 SCHLORSHIP 6000 MATIAS SOLORAZANO 1046 MARIANAS LN ALAMEDA CA 94502 SCHLORSHIP 6000 CSMOS RESTAGNO 3263 MADISON ALAMEDA CA 94501 SCHOLRSHIP 6000 ELEANOR WIKSTROM 2231 COLOMA OAKLAND CA 94602 SCHLORSHIP 6000 ROSE DENERHY 16 REDONDO CT ALAMEDA CA 94501 SCHOLARSHIP 6000 THEODORE HARLAUB 1614 HIBBARD ALAMEDA CA 94501 SCHLORSHIP 6000 SAMUEL YEP 602 LAUNA LN ALAMEDA CA 94502 SCHLORSHIP 5000 JUSTIN YUEN 34 ROSS RD ALAMEDA CA 94502 SCHLORSHIP 5000 181500 26200 51700 89818 167718 167718 false false false false false false false false false false CAPELLI TAX RETURN 2000 0 0 0 HARNESS TAX 1300 0 0 0 Rounding 1 PRIOR YEARS ADJUSTMENT 85441 MAIL BOX RENTAL 354 SEC OF STATE 20 COORDINATOR 15000 15000 0 0 INVESTMENT ADVISORS - MORGAN STANLEY 22545 22545 0 0 INVESTMENT ADVISORS - WESTERN 4617 4617 0 0 FEDERAL TAX 600