2026-04-01T11:33:17-05:00 2025-12-31 942370906 SENSIBA LLP 2700 CAMINO RAMON SUITE 140 SAN RAMON CA 94583 990 2025-01-01 843432820 SRC LIVING LEGACY FOUNDATION SRCL 4087417353 14500 FRUITVALE AVENUE 1000 SARATOGA CA 95070 COLIN WHITBY-STREVENS TREASURER 4057417353 2026-03-31 1 MICHELLE BACIGALUPPI P01535824 9252718700 2026-03-31 2025 2025-03-06 01:10:19Z WADE MEYERCORD 14500 FRUITVALE AVE APT 6153 SARATOGA CA 95070 879880 0 X WWW.SRCLIVINGLEGACYFOUNDATION.ORG X 2019 CA LIVING LEGACY FOUNDATION'S EDUCATIONAL GRANT PROGRAM 7 7 0 0 0 0 245496 369469 0 0 77653 68019 834 1848 323983 439336 108000 142800 0 0 0 0 0 0 0 20051 24138 128051 166938 195932 272398 1880706 2312079 4010 750 1876696 2311329 TO GENERATE RESOURCES WITH WHICH TO FUND THE ENRICHMENT OF THE QUALITY OF LIFE WITHIN AND AFFILIATED WITH SARATOGA RETIREMENT COMMUNITY. THE MAIN ACTIVITY OF THE LIVING LEGACY FOUNDATION IS TO PROVIDE EDUCATIONAL GRANTS TO SRC EMPLOYEES AND THEIR CHILDREN. 0 0 142800 142800 LIVING LEGACY FOUNDATION'S EDUCATIONAL GRANT PROGRAM GIVES SCHOLARSHIPS TO ANYONE WHO SATISFIES THESE TWO CRITERIA:1) THEY ARE AN EMPLOYEE OF THE SARATOGA RETIREMENT COMMUNITY, OR A SON OR DAUGHTER OF AN EMPLOYEE.2.) THEY HAVE BEEN ACCEPTED FOR A PLACE OR ARE CURRENTLY WORKING TOWARDS A DEGREE IN A TWO YEAR COLLEGE OR A FOUR YEAR UNIVERSITY OR HAVE BEEN ACCEPTED FOR A PLACE OR ARE CURRENTLY WORKING ON AN APPROVED COURSE LEADING TO A CERTIFIED NURSING ASSISTANT (CNA) QUALIFICATION AND ARE A STUDENT IN GOOD STANDING.THE FOUNDATION AWARDED 51 EDUCATIONAL GRANTS IN 2025. 142800 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 X 7 7 1 0 0 0 0 0 0 1 0 0 0 1 1 1 1 0 0 0 0 0 CA X COLIN WHITBY-STREVENS 4087417353 14500 FRUITVALE AVENUE APT 6153 SARATOGA CA 95070 X PHYLLIS MEYERCORD DIRECTOR 2.00 X 0 0 0 COLIN WHITBY-STREVENS TREASURER 5.00 X X 0 0 0 WADE MEYERCORD CHAIRMAN, ASSISTANT TREASU 5.00 X X 0 0 0 MARCIA CHAIKEN SECRETARY 3.00 X X 0 0 0 TERRY STRATMAN FUND DEVELOPMENT CO-CHAIR 3.00 X 0 0 0 JUDY STRATMAN FUND DEVELOPMENT JOINT CHAIR 5.00 X 0 0 0 RICHARD LAMB EDUCATION GRANTS CHAIR 5.00 X 0 0 0 0 0 0 0 0 0 0 0 369469 369469 51865 51865 456698 440544 16154 16154 16154 OTHER INCOME 900099 1848 1848 1848 439336 0 0 69867 134800 134800 8000 8000 16062 16062 8076 8076 166938 142800 24138 0 67496 23428 32011 44969 1779999 2243682 1200 0 1880706 2312079 4010 750 4010 750 X 0 0 0 0 1876696 2311329 1876696 2311329 1880706 2312079 272398 162235 0 X 0 0 0 X 77122 84980 81950 245496 369469 859017 77122 84980 81950 245496 369469 859017 355811 503206 19381 31553 40156 46733 53713 191536 1050553 0.47900 0.35790 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 0 0 0 0 0 0 0 0 0 EDUCATIONAL GRANTS NORTH AMERICA 2 8000 CHECK AND WIRE TRANSFER 0 0 0 0 0 0 1 EDUCATIONAL GRANTS 36 134800 PART I, LINE 2: GRANT RECIPIENTS MUST COMPLETE AN APPLICATION, AVAILABLE ONLINE. APPLICANTS MUST PROVIDE DOCUMENTATION FROM THE EDUCATIONAL INSTITUTION THEY ARE ATTENDING SHOWING THEY ARE CURRENTLY ENROLLED. THE EDUCATION GRANT CHAIR AND TWO OTHER BOARD MEMBERS REVIEW APPLICATIONS AND DOCUMENTATION. WHEN THE APPLICATION IS APPROVED, THE TREASURER RELEASES A CHECK OR A PAYPAL PAYMENT TO THE AWARD RECIPIENT. FORM 990, PART VI, SECTION A, LINE 2 TERRY AND JUDY STRATMAN, DIRECTORS, ARE MARRIED. WADE AND PHYLLIS MEYERCORD, DIRECTORS, ARE MARRIED. FORM 990, PART VI, SECTION A, LINE 8B THE FOUNDATION DOES NOT HAVE ANY COMMITTEES. FORM 990, PART VI, SECTION B, LINE 11B UPON COMPLETION OF THE RETURN, A FINAL DRAFT IS DISTRIBUTED TO THE MEMBERS FOR THEIR REVIEW AND APPROVAL. FORM 990, PART VI, SECTION B, LINE 12C ALL DIRECTORS ARE REQUIRED TO SIGN A DECLARATION ANNUALLY. ALL DIRECTORS SIGNED IN JANUARY 2025 OR ON TAKING UP THEIR POSITIONS (FOR DIRECTORS APPOINTED DURING THE YEAR). FORM 990, PART VI, SECTION C, LINE 19 THE CALIFORNIA CERTIFICATE OF STATUS, THE ARTICLES OF INCORPORATION, THE BY-LAWS, THE IRS DETERMINATION LETTER CONFIRMING 501(C)(3) STATUS AND THE IRS RULING CONCERNING RETIREMENT HOMES QUALIFICATION FOR EXEMPTION UNDER 510(C)(3) ARE ALL AVAILABLE IN THE SARATOGA RETIREMENT COMMUNITY LIBRARY AND ON THE FOUNDATION'S WEBSITE AT: HTTPS://WWW.SRCLIVINGLEGACYFOUNDATION.ORG/LEGAL.HTML. IN ADDITION MINUTES OF BOARD MEETINGS, MONTHLY AND ANNUAL FINANCIAL REPORTS, AND DISCLOSURE OF CONFLICT OF INTEREST FORMS ARE AVAILABLE IN THE SARATOGA RETIREMENT COMMUNITY LIBRARY. THE CONFLICT OF INTEREST POLICY IS MADE AVAILABLE TO MEMBERS OF THE PUBLIC UPON REQUEST.