2025-02-12T19:08:29-06:00 2024-05-31 946357165 MOWAT MACKIE & ANDERSON LLP 555 12TH STREET SUITE 1200 OAKLAND CA 94607 990PF 2023-06-01 943161402 SCAIFE SCHOLARSHIP FOUNDATION SCAI 5104511906 440 GRAND AVE SUITE 402 OAKLAND CA 94610 CAL GILBERT SECRETARY/TREASURER 5104511906 2025-02-12 1 0 THOMAS O HATFIELD P00184377 5108931120 2025-02-13 2023 2025-03-06 01:10:19Z X 12455866 X X 315825 315825 288266 288266 -314209 1125389 0 289882 604091 24113 3617 20496 13232 0 13232 41800 6270 35530 6250 938 5313 18348 1415 3591 6934 0 6934 437 0 437 43470 8930 34539 154584 21170 120072 503700 503700 658284 21170 623772 -368402 582921 285184 152567 152567 43579 132066 132066 24829 6607695 7055139 7055139 4725839 5116094 5116094 11687126 12455866 12455866 193093 82223 1044533 1002724 9937 3769 1247563 1088716 X 10439563 11367150 10439563 11367150 11687126 12455866 10439563 -368402 1295989 11367150 0 11367150 SHORT TERM STOCK SALES 2023-01-01 2023-12-31 62 55 7 7 LONG TERM STOCK SALES 2022-01-01 2022-12-31 802763 622305 180458 180458 LONG TERM BOND SALES 2022-01-01 2022-12-31 322564 817238 -494674 -494674 -314209 8103 0 8103 0 8103 9344 0 3100 0 12444 14 4327 4327 0 0 0 0 0 0 0 0 0 1 1 0 1 1 CA 1 0 0 0 0 1 N/A CAL GILBERT 5104511906 440 GRAND AVE SUITE 402 OAKLAND CA 94610 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 DAN MILLER 440 GRAND AVE SUITE 402 OAKLAND CA 94610 TRUSTEE 2.00 0 0 0 BILL K'BURG 440 GRAND AVE SUITE 402 OAKLAND CA 94610 TRUSTEE 0.50 0 0 0 CAL GILBERT 440 GRAND AVE SUITE 402 OAKLAND CA 94610 SECRETARY 32.00 24113 0 0 DAVID ARP 440 GRAND AVE SUITE 402 OAKLAND CA 94610 TRUSTEE 0.50 0 0 0 ROBERT CROW 440 GRAND AVE SUITE 402 OAKLAND CA 94610 TRUSTEE 0.50 0 0 0 DAVID JOHNSON 440 GRAND AVE SUITE 402 OAKLAND CA 94610 PRESIDENT 2.00 0 0 0 JAMES MCCLUNG JR 440 GRAND AVE SUITE 402 OAKLAND CA 94610 TRUSTEE 0.50 0 0 0 CHERYL NELSON 440 GRAND AVE SUITE 402 OAKLAND CA 94610 VICE PRESIDENT 0.50 0 0 0 JOE SWEENEY 440 GRAND AVE SUITE 402 OAKLAND CA 94610 TRUSTEE 0.50 0 0 0 DAVID TUCKER III 440 GRAND AVE SUITE 402 OAKLAND CA 94610 TRUSTEE 0.50 0 0 0 JAMES SLONEKER 440 GRAND AVE SUITE 402 OAKLAND CA 94610 TRUSTEE 0.50 0 0 0 PETER CLOVEN 440 GRAND AVE SUITE 402 OAKLAND CA 94610 TRUSTEE 0.50 0 0 0 EROL COBANOGLU 440 GRAND AVE SUITE 402 OAKLAND CA 94610 TRUSTEE 0.50 0 0 0 MARK PARINAS 440 GRAND AVE SUITE 402 OAKLAND CA 94610 TRUSTEE 0.50 0 0 0 NONE 0 NONE 0 PROVIDING DIRECT SCHOLARSHIP GRANTS TO INDIVIDUALS 503700 RELATED ADMINISTRATIVE EXPENSES 120072 0 11765829 361394 0 12127223 0 0 12127223 181908 11945315 597266 597266 8103 1588 9691 587575 0 587575 0 587575 623772 0 623772 587575 0 0 113762 113762 623772 0 0 0 587575 36197 0 0 149959 0 0 0 0 0 0 0 149959 113762 36197 X CAL GILBERT 440 GRAND AVE SUITE 402 OAKLAND CA 94610 5104511906 PREPRINTED APPLICATION FORMS MUST BE COMPLETED & SUBMITTED WITH TRANSCRIPTS OF PUBLIC HIGH SCHOOL RECORDS, COLLEGE ENTRANCE EXAM SCORES AND STATEMENT OF FINANCIAL NEED. APPLICATIONS MUST BE SUBMITTED BY MARCH 15TH. GRADUATE OF PUBLIC HIGH SCHOOL IN NORTHERN CALIFORNIA AND THE CHILD OF PARENTS BORN IN THE U.S.A. CURRENT YEAR PAYMENTS 440 GRAND AVENUE SUITE 402 OAKLAND CA 94610 NONE SCHOLARSHIPS 503700 503700 FUTURE PAYMENTS 440 GRAND AVENUE SUITE 402 OAKLAND CA 94610 NONE SCHOLARSHIPS 1071991 1071991 14 315825 14 288266 18 -314209 0 289882 0 289882 0 0 0 0 1 0 0 0 0 1b(3) 6934 OAKLAND SCOTTISH RITE CENTER RENTAL PAYMENTS FOR OFFICE SPACE USED BY THE FOUNDATION. 0 ACCOUNTING FEES 41800 6270 35530 FORM 990-PF THE FOUNDATION SHARES ADMINISTRATIVE EXPENSES WITH A RELATED ORGANIZATION, THE NORTHERN CALIFORNIA SCHOLARSHIP FOUNDATION. #94-1540333 CORPORATE BONDS 5116094 5116094 CORPORATE STOCKS 7055139 7055139 SHARED ALLOCATED PROGRAM EXPENSES 21030 0 21030 SHARED ALLOCATED ADMINSTRATIVE EXPENSES 13509 0 13509 BROKERAGE/BANK FEES 680 680 0 AMORTIZATION OF STOCK 8250 8250 0 ROUNDING 1 0 0 UNREALIZED GAIN/LOSS 1253925 DEPRECIATION BOOK/TAX DIFFERENCE 255 SCHOLARSHIPS AWARDED BOOK/TAX DIFFERENCE 41809 FEDERAL TAXES PAYABLE 9937 3769 OTHER PROFESSIONAL FEES 6250 938 5313 FOREIGN INCOME TAXES PAID 969 969 0 STATE AND OTHER TAXES AND LICENSES 1065 0 1065 FEDERAL EXCISE AND UBIT TAXES 13342 0 0 PAYROLL TAXES 2972 446 2526