2026-01-27T16:19:45-06:00 2025-05-31 946357165 MOWAT MACKIE & ANDERSON LLP 555 12TH STREET SUITE 1200 OAKLAND CA 94607 990PF 2024-06-01 943161402 SCAIFE SCHOLARSHIP FOUNDATION SCAI 5104511906 440 GRAND AVE SUITE 402 OAKLAND CA 94610 CAL GILBERT SECRETARY/TREASURER 5104511906 2025-12-15 1 1 THOMAS O HATFIELD P00184377 5108931120 2025-12-16 2024 2025-03-06 01:10:19Z X 12818370 X 8 X 312521 312521 282936 282936 41831 1119755 41831 5863 5863 643159 643151 24433 3665 20768 13461 0 13461 22000 3300 18700 6120 918 5202 11475 1408 3169 6920 0 6920 564 0 564 36325 1580 34745 121298 10871 103529 464035 464035 585333 10871 567564 57826 632280 152567 246138 246138 132066 201209 201209 1638 1638 7055139 7471896 7471896 5116094 4897489 4897489 12455866 12818370 12818370 82223 165091 1002724 965090 3769 1027 1088716 1131208 X 11367150 11687162 11367150 11687162 12455866 12818370 11367150 57826 262186 11687162 0 11687162 SHORT TERM STOCK SALES 2024-01-01 2024-12-31 19917 7936 11981 11981 LOING TERM STOCK SALES 2023-01-01 2024-12-31 220498 146988 73510 73510 LOING TERM BOND SALES 2023-01-01 2024-12-31 879340 923000 -43660 -43660 41831 8789 0 8789 0 8789 10427 0 3000 0 13427 0 4638 4638 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 0 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 464035 RELATED ADMINISTRATIVE EXPENSES 121299 0 12612683 319477 0 12932160 0 0 12932160 193982 12738178 636909 636909 8789 2201 10990 625919 0 625919 0 625919 567564 0 567564 625919 0 0 113762 36197 149959 567564 0 0 0 567564 0 58355 58355 91604 0 0 0 0 0 0 55407 36197 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 464035 464035 FUTURE PAYMENTS 440 GRAND AVENUE SUITE 402 OAKLAND CA 94610 NONE SCHOLARSHIPS 893090 893090 14 312521 14 282936 14 5863 18 41831 0 643151 0 643151 0 0 0 0 1 0 0 0 0 1b(3) 6920 OAKLAND SCOTTISH RITE CENTER RENTAL PAYMENTS FOR OFFICE SPACE USED BY THE FOUNDATION. 0 ACCOUNTING FEES 22000 3300 18700 FORM 990-PF THE FOUNDATION SHARES ADMINISTRATIVE EXPENSES WITH A RELATED ORGANIZATION, THE NORTHERN CALIFORNIA SCHOLARSHIP FOUNDATION. #94-1540333 CORPORATE BONDS 4897489 4897489 CORPORATE STOCKS 7471896 7471896 SHARED ALLOCATED PROGRAM EXPENSES 26338 0 26338 SHARED ALLOCATED ADMINSTRATIVE EXPENSES 8408 0 8408 BROKERAGE/BANK FEES 1580 1580 0 ROUNDING -1 0 -1 AMORTIZATION ON PREMIUMS 5863 5863 5863 UNREALIZED GAIN/LOSS 224305 DEPRECIATION BOOK/TAX DIFFERENCE 247 SCHOLARSHIPS AWARDED BOOK/TAX DIFFERENCE 37634 FEDERAL TAXES PAYABLE 3769 1027 OTHER PROFESSIONAL FEES 6120 918 5202 FOREIGN INCOME TAXES PAID 959 959 0 STATE AND OTHER TAXES AND LICENSES 627 0 627 FEDERAL EXCISE AND UBIT TAXES 6899 0 0 PAYROLL TAXES 2990 449 2542