2025-11-17T15:08:34-06:00 2024-12-31 770356600 NOMI TAKAICHI LLP 2105 S BASCOM AVE SUITE 225 CAMPBELL CA 95008 990PF 2024-01-01 770481215 SORCI FAMILY FOUNDATION SORC 4087103009 635 AVENIDA VAQUERO SAN CLEMENTE CA 92673 PAULA F SANCHEZ PRESIDENT 4087103009 2025-11-11 1 0 MARK R TANAKA P01410078 4083699600 X 2024 2025-03-06 01:10:19Z X X 1937169 X X 22453 22453 24740 24740 29018 340948 29018 76211 76211 1960 1960 0 1200 1200 0 598 598 0 25680 25426 0 29438 29184 0 90500 90500 119938 29184 90500 -43727 47027 10649 3353 3353 61693 70006 70006 839581 809555 1166748 712288 697570 697062 1624211 1580484 1937169 0 0 X 0 0 0 0 1624211 1580484 1624211 1580484 1624211 1580484 1624211 -43727 0 1580484 0 1580484 COMERICA BANK TRUST DEPARTMENT-PUBLICLY TRADED STOCK P 327965 311930 16035 16035 CAPITAL GAINS DIVIDENDS P 12983 12983 12983 29018 654 0 654 0 654 1634 0 0 0 1634 0 980 980 0 0 0 0 0 0 0 0 0 0 0 1 1 CA 1 0 0 0 0 1 N/A PAULA F SANCHEZ 4087103009 635 AVENIDA VAQUERO SAN CLEMENTE CA 92673 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 MARGARET L BUMMER 3886 BALCOM ROAD SAN JOSE CA 95148 VICE PRESIDENT 1.00 0 0 0 PAULA F SANCHEZ 635 AVENIDA VAQUERO SAN CLEMENTE CA 92673 PRESIDENT/TREASURER 1.00 1960 0 0 ANTONIO J BUMMER 148 SEA COUNTRY LANE RANCHO SANTA MARGARITA CA 92699 CHIEF FINANCIAL OFFICER 1.00 0 0 0 RACHEL E SORCI 111 HEKILI STREET SUITE A 480 KAILUA HI 96734 SECRETARY 1.00 0 0 0 NONE 0 JASON L PINTAR 2021 THE ALAMEDA SUITE 310 SAN JOSE CA 95126 LEGAL 1200 0 0 1868794 104783 0 1973577 0 0 1973577 29604 1943973 97199 97199 654 654 96545 0 96545 0 96545 90500 0 90500 96545 89018 2022 846 0 90500 89018 846 0 636 0 0 0 0 0 846 0 0 95909 0 0 0 X PAULA F SANCHEZ 635 AVENIDA VAQUERO SAN CLEMENTE CA 92673 4087103009 SORCIFAMILYFOUNDATION@GMAIL.COM SPECIFY THE UTILIZATION OF THE FUNDS REQUESTED N/A LIMITED TO ORGANIZATIONS THE ACTIVITIES OF WHICH ARE WITHIN THE SCOPE OF IRC SECTION 501(C)(3). AMIGOS DE GUADALUPE 1897 ALUM ROCK AVE SUITE 35 SAN JOSE CA 95116 NONE PUBLIC CHARITY DONATION 8000 NOR CAL ACADEMY 2860 ABORN ROAD SUITE 301 SAN JOSE CA 95116 NONE PUBLIC CHARITY DONATION 10000 SANDY FEET INITIATIVE 647 CAMINO DE LOS MARES SUITE 108-181 SAN CLEMENTE CA 92673 NONE PUBLIC CHARITY DONATION 10000 NO TIME TO WASTE 2237 CHERYL WAY SAN JOSE CA 95125 NONE PUBLIC CHARITY DONATION 5000 SAN JOSE AUXILIARY FOR CHILDREN 1362 LINCOLN AVENUE SAN JOSE CA 95125 NONE PUBLIC CHARITY DONATION 5000 MOMENTUM FOR HEALTH 1922 THE ALAMEDA SUITE 400 SAN JOSE CA 95126 NONE PUBLIC CHARITY DONATION 10000 CATHOLIC CHARITIES 2025 ZANKER ROAD SAN JOSE CA 95134 NONE PUBLIC CHARITY DONATION 10000 REDLANDS COMMUNITY ORCHESTRA PO BOX 9902 REDLANDS CA 92375 NONE PUBLIC CHARITY DONATION 1000 ORANGE COUNTY COAST KEEPER 3151 AIRWAY AVE SUITE F-110 CPSTA MESA CA 92626 NONE PUBLIC CHARITY DONATION 2000 THE ECOLOGY CENTER 32701 ALIPAZ STREET SAN JUAN CAPISTRANO CA 92675 NONE PUBLIC CHARITY DONATION 2000 KOKUA KALIHI VALLEY 2239 N SCHOOL STREET HONOLULU HI 96819 NONE PUBLIC CHARITY DONATION 7500 GILROY FOUNDATION PO BOX 774 GILROY CA 95021 NONE PUBLIC CHARITY DONATION 5000 MORGAN AUTISM CENTER 950 ST ELIZABETH DRIVE SAN JOSE CA 95126 NONE PUBLIC CHARITY DONATIONDONATION 5000 CASA OC 765 THE CITY DRIVE SOUTH SUITE 300 ORANGE CA 92868 NONE PUBLIC CHARITY DONATION 5000 PENINSULA OPEN SPACE 222 HIGH STREET PALO ALTO CA 94301 NONE PUBLIC CHARITY DONATIONDONATION 2500 PENDLETON COMMUNITY SERVICES 1986 LANCEWOOD LANE CARLSBAD CA 92009 NONE PUBLIC CHARITY DONATION 1000 SECOND HARVEST FOOD BANK 4001 NORTH FIRST STREET SAN JOSE CA 95134 NONE PUBLIC CHARITY DONATION 1500 90500 0 14 22453 14 24740 14 18 29018 0 76211 0 76211 3 FOUNDATION GRANTS FUNDS TO VARIOUS CHARITIES FROM FUNDS RECEIVED FROM 4 THE SORCI FAMILY CHARITABLE LEAD ANNUITY TRUST 0 0 0 0 0 0 0 0 0 0 TAXPAYER ELECTS TO APPLY $846 OF CURRENT YEAR DISTRIBUTIONS TO PRIOR YEAR. CORPORATE BONDS 697570 697062 EQUITIES 809555 1166748 LEGAL FEES 1200 1200 0 FILING FEES 75 75 0 AGENCY FEES-COMERICA BANK 25039 25039 0 OTHER FEES-COMERICA BANK 6 6 0 OFFICE EXPENSE 306 306 0 TAXES 254 0 0 FOREIGN TAXES 598 598 0