2025-12-01T15:14:08-08:00 2025-09-30 462854746 Croce Sanguinetti & Vander Veen Inc 3520 Brookside Rd Ste 141 Stockton CA 95219 990PF 2024-10-01 943148459 Joseph P Roberson Foundation JOSE 9168043488 6975 Warbler Way Sacramento CA 95831 Judy Roberson President 2025-12-01 true true Donnie M Hernandez P01070622 2099381010 2024 2025-03-06 01:10:19Z X 579432 X 15948 X 14667 14667 14667 37933 79485 37933 68548 52600 14667 1400 1400 502 477 25 2722 2627 95 4624 3104 1520 30000 30000 34624 3104 31520 33924 49496 14667 3575 35526 35526 33700 5161 5161 1320 1481 5559 365252 395603 533186 403847 437771 579432 0 X 403847 437771 403847 437771 403847 437771 403847 33924 437771 437771 Publicly traded funds P 2022-01-01 2025-03-31 49946 29702 20244 20244 Publicly traded funds P 2022-01-01 2025-09-10 21633 11850 9783 9783 Capital Gain Dividends 7906 37933 688 688 688 X 11 699 0 false false false false false false false true true CA true false false false false true www.jprobersonfoundation.org Judy Roberson 9168043488 6975 Warbler Way Sacramento CA 95831 false false false false false false false false false false false false false false false false false false false false false false Judy Roberson 6975 Warbler Way Sacramento CA 95831 President 1.00 0 Joann Murphy 18060 Burke Drive Plymouth CA 95669 Treasurer 1.00 0 Christine Garcia 30 Riverbank Place Carmichael CA 95608 Secretary 1.00 0 Victoria Wheelock MD 87 Breckenwood Drive Sacramento CA 95864 Director 1.00 0 Edward Murphy 235 Bretano Way Greenbrae CA 94904 Director 1.00 0 Andy Roberson 1728 Holland Drive Walnut Creek CA 94597 Director 1.00 0 Sherry McCulloch 6975 Warbler Way Sacramento CA 95831 Director 1.00 0 NONE NONE 535319 8700 0 544019 0 544019 8160 535859 26793 26793 688 688 26105 26105 26105 31520 31520 26105 25000 35000 11170 8614 7309 87093 31520 0 26105 5415 92508 0 25000 67508 35000 11170 8614 7309 5415 X UNIVERSITY OF CALIFORNIA DAVIS 2315 STOCKTON BLVD SACRAMENTO CA 95817 N/A N/A RESEARCH TO FIND TREATMENTS FOR PEOPLE WITH HUNTINGTON'S DISEASE. 30000 30000 14 14667 37933 14667 37933 52600 false false false false false false false false false false accounting 1400 0 0 1400 DTE ENERGY CO 1205 3977 DT MIDSTREAM INC COMMON STOCK 276 1582 FIDELITY 500 INDEX FUND AT COST 24280 46619 COHEN & STEERS REALTY AT COST 14334 14870 AMERICAN GROWTH FUND OF AMERICA CL F2 AT COST 41055 69875 FID ADV FLOATING RATE HIGH INCOME Z AT COST 25457 24716 DODGE & COX INCOME CL I AT COST 27469 25674 NUVEEN HIGH YIELD MUNICIPAL CLASS I AT COST 29778 23944 TCW TOTAL RETURN BONC CLASS N AT COST ISHARES MSCI EAFE ETF AT COST 36781 55001 ISHARES TR RUS MID CAP ETF AT COST 9578 32006 ISHARES RUSSELL 1000 VALUE ETF AT COST 39261 65027 ISHARES RUSSELL 2000 ETF AT COST 4697 13845 VANGUARD SPECIALIZED FUNDS DIV APP ETF AT COST 23644 41184 FIDELITY SMALL CAP VALUE AT COST 12413 14747 AMERICAN NEW WORLD FUND CL F2 AT COST 11003 16814 FIDELITY ADVISOR TOTAL BOND FD AT COST 51127 51874 TCW SECURITIZIED BOND FUND AT COST 44726 36990 COLLECTION FEES 95 95 INVESTMENT FEES 2627 2627 FEDERAL TAX 477 477 STATE REGISTRATION RENEWAL FEE 25 25