Nonprofit · EIN 94-6618012
CARL & GRACE BAKER MEMORIAL SCHOLARSHIP
Tax-exempt · STOCKTON, CA 95207
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| October 31, 2025 | 990-PF | $92,743 | $42,790 | $49,953 | $2,639,752 | $0 | $2,639,752 |
| October 31, 2024 | 990-PF | $623,438 | $32,439 | $590,999 | $2,589,799 | $0 | $2,589,799 |
| October 31, 2023 | 990-PF | $41,033 | $31,511 | $9,522 | $1,998,800 | $0 | $1,998,800 |
Financial details: 990-PF for the year ended October 31, 2025
Revenue
- Dividends
- $34,675
- Interest
- $3,797
- Net gain from sales of assets
- $51,057
- Other income
- $3,214
Expenses
- Grants and similar amounts paid
- $0
- Compensation of officers, directors and key employees
- $0
- Disbursements for charitable purposes
- $20,676
- Excise tax on investment income
- $982
Balance sheet and other
- Total assets, start of year
- $2,589,799
- Total assets, end of year
- $2,639,752
- Total liabilities, end of year
- $0
- Net assets, end of year
- $2,639,752
- Fair market value of assets
- $2,906,152
- Qualifying distributions
- $187,158
- Net investment income
- $92,743
From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.
Officers, directors and key employees
As listed on the 990-PF for the year ended October 31, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| GREGORY NISKANEN 555 WEST BENJAMIN HOLT DRIVE, STOCKTON, CA 952073888 | SECRETARY | 1 | $0 |
| JULIE M WATTS 555 WEST BENJAMIN HOLT DRIVE, STOCKTON, CA 952073888 | FINANCE CHAIRPERSON | 1 | $0 |
| JOHN BAKER 555 WEST BENJAMIN HOLT DRIVE, STOCKTON, CA 952073888 | ASSISTANT TO PERSONAL REPRESENTATIVE | 1 | $0 |
| ROGER MOORE 555 WEST BENJAMIN HOLT DRIVE, STOCKTON, CA 952073888 | PERSONAL REPRESENTATIVE | 1 | $0 |
| PATRICK O'HERN 555 WEST BENJAMIN HOLT DRIVE, STOCKTON, CA 952073888 | COMITTEE MEMBER | 1 | $0 |
990-PF for the year ended October 31, 2024: 5 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| GREGORY NISKANEN 555 WEST BENJAMIN HOLT DRIVE, STOCKTON, CA 952073888 | SECRETARY | 1 | $0 |
| JULIE M WATTS 555 WEST BENJAMIN HOLT DRIVE, STOCKTON, CA 952073888 | FINANCE CHAIRPERSON | 1 | $0 |
| JOHN BAKER 555 WEST BENJAMIN HOLT DRIVE, STOCKTON, CA 952073888 | ASSISTANT TO PERSONAL REPRESENTATIVE | 1 | $0 |
| ROGER MOORE 555 WEST BENJAMIN HOLT DRIVE, STOCKTON, CA 952073888 | PERSONAL REPRESENTATIVE | 1 | $0 |
| PATRICK O'HERN 555 WEST BENJAMIN HOLT DRIVE, STOCKTON, CA 952073888 | COMITTEE MEMBER | 1 | $0 |
990-PF for the year ended October 31, 2023: 5 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| GREGORY NISKANEN 555 WEST BENJAMIN HOLT DRIVE, STOCKTON, CA 952073888 | SECRETARY | 1 | $0 |
| JULIE M WATTS 555 WEST BENJAMIN HOLT DRIVE, STOCKTON, CA 952073888 | FINANCE CHAIRPERSON | 1 | $0 |
| JOHN BAKER 555 WEST BENJAMIN HOLT DRIVE, STOCKTON, CA 952073888 | ASSISTANT TO PERSONAL REPRESENTATIVE | 1 | $0 |
| ROGER MOORE 555 WEST BENJAMIN HOLT DRIVE, STOCKTON, CA 952073888 | PERSONAL REPRESENTATIVE | 1 | $0 |
| PATRICK O'HERN 555 WEST BENJAMIN HOLT DRIVE, STOCKTON, CA 952073888 | COMITTEE MEMBER | 1 | $0 |
Address and contacts
- Address (IRS master file)
- 555 W BENJAMIN HOLT DR STE A, STOCKTON, CA 95207-3888
- In care of
- % BANK OF STOCKTON TTEE
- Signed the 990-PF
- JULIE WATTS, BANK OF STOCKTON TRUSTEE
- Phone
- (209) 929-1538
- Website
- WWW.BANKOFSTOCKTON.COM
- Return prepared by
- DEGREGORI GORMSEN & RINGER LLP
California records
California keeps its own records of charities and corporations. Search them by EIN 94-6618012 or by the name CARL & GRACE BAKER MEMORIAL SCHOLARSHIP.
- Attorney General, Registry of Charities and Fundraisers
- Registration status and filed reports (CT-TR-1, RRF-1)
- Secretary of State, bizfile Online
- Corporation status, entity number, agent for service
- Franchise Tax Board
- Entity status letter (state tax exemption, good standing)
What it must file and when
IRS records say it files Form 990-PF. Private foundations file every year. Its accounting year ends in October, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2024 | October 31, 2025 | March 16, 2026 | 990-PF on file |
| 2023 | October 31, 2024 | March 17, 2025 | 990-PF on file |
| 2022 | October 31, 2023 | March 15, 2024 | 990-PF on file |
IRS record
- EIN
- 94-6618012
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Private non-operating foundation
- Donations deductible (Pub 78)
- Private foundation, 30% limit
- Exempt since
- 1991
- Accounting year ends
- October
- Files
- Form 990-PF
- Assets (IRS master file)
- $2,639,752
- Income (IRS master file)
- $328,581
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | October 2025 | $92,743 | $42,790 | $2,639,752 | XML |
| 990-PF | October 2024 | $623,438 | $32,439 | $2,589,799 | XML |
| 990-PF | October 2023 | $41,033 | $31,511 | $1,998,800 | XML |
| 990-PF | October 2022 | – | – | – | IRS |
| 990-PF | October 2021 | – | – | – | IRS |
| 990-PF | October 2020 | – | – | – | IRS |
| 990-PF | October 2018 | – | – | – | IRS |
990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 94-6618012).
Questions about CARL & GRACE BAKER MEMORIAL SCHOLARSHIP
- What is the EIN of CARL & GRACE BAKER MEMORIAL SCHOLARSHIP?
- The employer identification number (EIN) of CARL & GRACE BAKER MEMORIAL SCHOLARSHIP is 94-6618012.
- Is CARL & GRACE BAKER MEMORIAL SCHOLARSHIP tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1991.
- Are donations to CARL & GRACE BAKER MEMORIAL SCHOLARSHIP tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does CARL & GRACE BAKER MEMORIAL SCHOLARSHIP file?
- Form 990-PF. Private foundations file every year.
- When is the next return of CARL & GRACE BAKER MEMORIAL SCHOLARSHIP due?
- The return for tax year 2025 (the year ending October 31, 2026) is due March 15, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did CARL & GRACE BAKER MEMORIAL SCHOLARSHIP last file with the IRS?
- The latest return in the IRS public files is the 990-PF for the year ended October 2025.
- Who are the officers and directors of CARL & GRACE BAKER MEMORIAL SCHOLARSHIP?
- The 990-PF for the year ended October 31, 2025 lists 5 people; 0 received compensation from the organization.
- How much revenue does CARL & GRACE BAKER MEMORIAL SCHOLARSHIP have?
- On its 990-PF for the year ended October 31, 2025 it reported revenue of $92,743, expenses of $42,790 and total assets of $2,639,752 at year end.
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