2025-11-18T19:16:15-05:00 2025-06-30 824220268 DEOL & ASSOCIATES INC 4247 PIEDMONT AVENUE OAKLAND CA 94611 990PF 2024-07-01 815412845 CAROL SIMPSON AND DOUGLAS WILLIAMS CHARITABLE FUND INC CARO 5104181655 13808 CAMPUS DRIVE OAKLAND CA 94605 DOUGLAS KERR SECRETARY/TREASURER 5104181655 2025-11-17 false AMAN DEOL CPA P02029816 5105475090 2025-11-18 2024 2025-03-06 01:10:19Z X 549942 X X 1 1 1 39031 39031 39031 -1651 199390 287 37381 39032 39319 3370 4578 4578 496 168 8612 4578 0 26400 26400 35012 4578 26400 2369 34454 39319 927 3519 3519 620602 617931 546423 621529 621450 549942 0 X 621529 621450 621529 621450 621529 621450 621529 2369 623898 2448 621450 BNY MELLON- LONG TERM P 2024-11-26 142429 136813 5616 5616 BNY MELLON- SHORT TERM P 2024-01-18 2024-11-26 3465 3230 235 235 CHEN & STEERS P 2025-06-23 7000 7709 -709 -709 TCW SECURITIZED +NUVEEN LONG TERM P 2024-12-11 18890 19545 -655 -655 TCW SECURITIZED +NUVEEN SHORT TERM P 2024-01-02 2024-12-11 1606 1554 52 52 TCW TOTAL P 2024-07-08 26000 32190 -6190 -6190 -1651 287 479 479 479 479 false false false false false false false false true CA true false false false false true N/A DOUGLAS KERR 5104181655 13808 CAMPUS DR OAKLAND CA 94605 false false false false false false false false false false false false false false false false false false false false DONALD GARDNER 140 BEA ROAD RICHMOND HILL GA 31324 PRESIDENT 5.00 0 0 0 MICHELLE PARENT 2137 S 225 E CLEARFIELD UT 84015 VICE PRESIDE 5.00 0 0 0 DOUGLAS KERR 13808 CAMPUS DR OAKLAND CA 94605 SECRETARY/TR 5.00 3370 0 0 NONE NONE N/A 546446 22193 0 568639 568639 8530 560109 28005 28005 479 479 27526 27526 27526 26400 26400 27526 26235 26400 26235 165 27361 X FIGURE 1 FOUNDATION 3859 CARDIFF AVE CULVER CITY CA 90232 NONE PC PROVIDE AVIATION SCHOLARSHIPS 13200 PATRIOTS JET TEAM FOUNDATION 760 OSPREY CT BYRON CA 94514 NONE PC PROVIDE PROGRAMS TO YOUTH 13200 26400 1 39031 -1651 37381 37381 8 SCHOLARSHI/GRANTS 8 SCHOLARSHIP/GRANTS 8 SCHOLARSHIP/GRANTS 8 SCHOLARSHIP/GRANTS 8 SCHOLARSHIP/GRANTS 8 SCHOLARSHIP/GRANTS false false false false false false false false false false MORGAN STANLEY-BOOK VALUE 617931 546423 EXPENSES BANK FEE 150 POSTAGE 18 TAX PREPARATION FEES 995 995 MS ADVISOR FEE 3583 3583 FEDERAL TAXES 471 FILING FEE-RRF 23-24 25