2026-06-10T17:17:15-07:00 2025-06-30 990 2024-07-01 770295858 VIRGINIA SMITH TESTAMENTARY CHARITABLE TRUST 082075 VIRG 2093816604 632 W 13th Street Merced CA 95341 Martin Fregoso Trust Financial Advisor 2093816725 2026-06-02 1 2024 2025-03-06 01:10:19Z MARTIN FREGOSO 632 W 13TH STREET MERCED CA 95341 2690603 0 X https://www.mcoe.org/smith/Pages/default.aspx X 1975 CA To provide scholarships funds for students to attend higher institutions of learning. 5 5 0 5 0 0 0 0 0 0 479656 2205754 168393 213315 648049 2419069 506477 434417 0 0 18195 14666 0 0 0 145364 210034 670036 659117 -21987 1759952 36140775 38469182 1028947 1259575 35111828 37209607 To provide scholarship funds for students to attend higher institutions of learning. 0 0 320917 320917 0 To provide scholarship funds for students to attend higher institutions of learning 113500 113500 0 Grants for high school students to incentivize students to apply for Virginia Smith Trust scholarship. 0 0 0 434417 1 0 0 0 0 0 0 0 0 1 1 0 1 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 X 5 5 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 CA X MARTIN FREGOSO 2093816725 632 W 13th Street Merced CA 95341 Steve M Tietjen Trust Advisor 5 40 X 0 387814 14050 Janet Riley Financial Advisor 5 40 X 0 321120 14050 Frank Fagundes Vice Chairperson 1 0 X 3371 0 0 Dennis Hanks Member 1 0 X 3345 0 0 Tim Razzari Member 1 0 X 2747 0 0 Geneva Brett Chairperson 1 0 X 2684 0 0 Fred Honore Member 1 0 X 1277 0 0 Rodrigo Espinosa Member 1 0 X 1242 0 0 14666 708934 28100 0 0 1 0 City of Merced 678 W 18th St Merced CA 95340 Professional Services 148149 RRM Design Group 3765 S Higuera St Suite 102 San Luis Obispo CA 93401 Professional Services 172810 Peck Planning and Development LLC 2455 Greenwood Ave Morro Bay CA 93442 Professional Services 879567 3 0 0 58852 0 0 58852 0 0 0 0 0 0 0 0 0 0 202103 2216333 0 271534 202103 1944799 2146902 0 0 2146902 213315 0 0 213315 213315 2419069 0 0 2419069 0 0 434417 434417 0 0 0 0 14666 0 14666 0 58434 0 58434 0 18645 18645 446 446 213 213 74824 74824 5553 5553 1735 1735 50184 50184 659117 434417 224700 0 267357 1915326 31270799 38871 30838408 31231928 5035010 5321928 36140775 38469182 378947 509575 650000 750000 1028947 1259575 X 30076818 31887679 5035010 5321928 35111828 37209607 36140775 38469182 1759952 337827 0 0 0 0 X 0 0 0 X X 1 Merced County Office of Education 946002379 6 1 0 0 1 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 5035010 0 592381 305000 0 463 5321928 5131455 0 548790 644000 0 1235 5035010 5186346 0 400724 455000 0 615 5131455 5905736 0 -420929 298800 0 39 5185968 4520570 0 1490177 105000 0 11 5905736 0 1 0 0 0 0 26454004 26454004 0 0 0 0 0 111603 38871 72732 0 0 0 0 0 4705192 0 4705192 31231928 PACKARD ENDOWMENT 5321928 F 5321928 0 Loan payable 750000 750000 Schedule D, Part V, Line 4 PROVIDE SCHOLARSHIP GRANTS FOR STUDENTS TO ATTEND HIGHER INSTITUTIONS OF LEARNING. 1 SCHOLARSHIP 255 434417 0 Schedule I, Part I, Line 2 THE SCHOLARHIP COMMITTEE CONSIDERS ALL APPLICATIONS AND SUBMITS ITS RECOMMENDATIONS TO THE TRUSTEES FOR FINAL APPROVAL. THE COMMITTEE CONSIDERS SPECIFIC CRITERIA WHEN DETERMINING SCHOLARSHIP AWARDS, INCLUDING GRADE POINT AVERAGE, EXPECTED FAMILY INCOME, EMPLOYMENT STATUS, VOLUNTEER/ EXTRA CURRICULAR ACTIVITIES, DEPENDENT/MARITAL STATUS, EXPENSES OR SCHOOL, AND CHARACTER/ VALUES. 0 0 0 0 0 0 0 0 0 Steve M Tietjen Trust Advisor 0 387814 0 0 0 0 0 0 0 14050 0 401864 0 0 Janet Riley Financial Advisor 0 321120 0 0 0 0 0 0 0 14050 0 335170 0 0 Form 990, Part VI, Section A, Line 8b THERE ARE NO COMMITTEES WITH THE AUTHORITY TO ACT ON BEHALF OF THE BOARD. Form 990, Part VI, Section B, Line 11b THIS FORM WAS PROVIDED IN ADVANCE TO FILING MANAGEMENT. ANY CHANGES IDENTIFIED AS NEEDED WERE MADE AS IF NEEDED. Form 990, Part VI, Section C, Line 18 GOVERNING DOCUMENTS, POLICIES AND FINANCIAL STATEMENTS ARE AVAILABLE TO THE PUBLIC UPON REQUEST. Form 990, Part VI, Section C, Line 19 NO OTHER DOCUMENTS ARE AVAILABLE TO THE PUBLIC. Merced County Office of Education 632 West 13th Street Merced CA 95340 946002379 Education of Students CA Governmental N/A 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 Merced County Office of Education p 116569 INVOICES FORM WAS FILED BY US MAIL.