STOCKTON UNIFIED SCHOOL DISTRICT 1852 FOUNDATION: Form 990EZ, tax year 2024
View the entire original 990 at ProPublica ↗
- Organization
- STOCKTON UNIFIED SCHOOL DISTRICT 1852 FOUNDATION (EIN 16-1632474)
- Tax period
- 2024-07-01 to 2025-06-30
- Filed
- 2025-12-10
- IRS object ID
- 202543449349201039
- Schema version
- 2024v5.2
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2025-12-10T16:55:20-08:00 | ReturnTs |
| Tax Period End | 2025-06-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 680290029 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Schwartz Giannini Lantsberger & Adamson | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3461 Brookside Road Suite E | AddressLine1Txt |
| City | Stockton | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 95219 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990EZ | ReturnTypeCd |
| Tax Period Begin | 2024-07-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 161632474 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | STOCKTON UNIFIED SCHOOL DISTRICT 1852 | BusinessNameLine1Txt |
| Business Name Line2 | FOUNDATION | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | STOC | BusinessNameControlTxt |
| Phone | 2099337025 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 56 S LINCOLN STREET | AddressLine1Txt |
| City | STOCKTON | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 95203 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | KENNETHA STEVENS | PersonNm |
| Person Title | President | PersonTitleTxt |
| Signature | 2025-12-10 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (true) | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Nikolas Torres | PreparerPersonNm |
| PTIN | P01743377 | PTIN |
| Phone | 2094741084 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2024 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | BuildTS |
Form 990-EZ IRS990EZ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Website Address | N/A | WebsiteAddressTxt |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Gross Receipts | $8,787 | GrossReceiptsAmt |
| Info In Schedule O Part I | Yes (X) | InfoInScheduleOPartIInd |
| Contributions Gifts Grants Etc | $1,500 | ContributionsGiftsGrantsEtcAmt |
| Investment Income | $2,737 | InvestmentIncomeAmt |
| Cost Or Other Basis Expense Sale | $0 | CostOrOtherBasisExpenseSaleAmt |
| Gain Or Loss From Sale Of Assets | $4,550 | GainOrLossFromSaleOfAssetsAmt |
| Fundraising Gross Income | $0 | FundraisingGrossIncomeAmt |
| Special Events Direct Expenses | $0 | SpecialEventsDirectExpensesAmt |
| Cost Of Goods Sold | $0 | CostOfGoodsSoldAmt |
| Total Revenue | $8,787 | TotalRevenueAmt |
| Grants And Similar Amounts Paid | $16,500 | GrantsAndSimilarAmountsPaidAmt |
| Fees And Other Pymt To Ind Cntrct | $15,424 | FeesAndOtherPymtToIndCntrctAmt |
| Other Expenses Total | $1,325 | OtherExpensesTotalAmt |
| Total Expenses | $33,249 | TotalExpensesAmt |
| Excess Or Deficit For Year | -$24,462 | ExcessOrDeficitForYearAmt |
| Net Assets Or Fund Balances BOY | $155,177 | NetAssetsOrFundBalancesBOYAmt |
| Other Changes In Net Assets | -$1,401 | OtherChangesInNetAssetsAmt |
| Net Assets Or Fund Balances EOY | $129,314 | NetAssetsOrFundBalancesEOYAmt |
Cash Savings And Investments CashSavingsAndInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $155,177 | BOYAmt |
| EOY | $129,314 | EOYAmt |
Form990 Total Assets Form990TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $155,177 | BOYAmt |
| EOY | $129,314 | EOYAmt |
Net Assets Or Fund Balances NetAssetsOrFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $155,177 | BOYAmt |
| EOY | $129,314 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Primary Exempt Purpose | THE PURPOSE OF THE STOCKTON UNIFIED SCHOOL DISTRICT 1852 FOUNDATION (THE "CORPORATION") IS TO BENEFIT THE STOCKTON UNIFIED SCHOOL DISTRICT (THE "DISTRICT") BY ENHANCING THE EDUCATIONAL OPPORTUNITIES OF DISTRICT STUDENTS AND SUPPORTING RELATED DISTRICT EVENTS. THE CORPORATION WILL PROVIDE FINANCIAL SUPPORT FOR SUCH OPPORTUNITIES AS" PARTICIPATION IN ACADEMIC COMPETITIONS, SUCH AS SKILLS USA EVENTS, SAN JOAQUIN PENTATHLON, SCIENCE OLYMPIAD OR SIMILAR ACADEMIC EVENTS; AND TRAINING FOR ACADEMIC EVENTS, SUCH AS MOCK TRIAL COMPETITIONS, SPEECH AND DEBATE EVENTS, SKILLS USA, AND OTHER SIMILAR OPPORTUNITIES. | PrimaryExemptPurposeTxt |
Program Srvc Accomplishment ProgramSrvcAccomplishmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description Program Srvc Accom | NINE RESTRICTED AWARDS WERE MADE TO STUDENTS DURING THE TAX YEAR, IN ACCORDANCE WITH THE FOUNDATION'S PRIMARY EXEMPT PURPOSE. | DescriptionProgramSrvcAccomTxt |
| Program Service Expenses | $16,500 | ProgramServiceExpensesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expenses | $16,500 | TotalProgramServiceExpensesAmt |
Officer Director Trustee Empl OfficerDirectorTrusteeEmplGrp (4 entries)
| TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt |
|---|---|---|
| KENNETHA STEVENS | ||
| President | 2.00 | $0 |
| SOFIA COLON | ||
| Vice President | 2.00 | $0 |
| DONALD DONAIRE | ||
| Secretary | 2.00 | $0 |
| MICHELLE RODRIGUEZ | ||
| Treasurer | 2.00 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Chg Made To Orgnzng Doc Not Rpt | false | ChgMadeToOrgnzngDocNotRptInd |
| Organization Had UBI | false | OrganizationHadUBIInd |
| Subject To Proxy Tax | false | SubjectToProxyTaxInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Form1120 Pol Filed | false | Form1120PolFiledInd |
| Made Loans To From Officers | false | MadeLoansToFromOfficersInd |
| Tax Imposed Under IRC4911 | $0 | TaxImposedUnderIRC4911Amt |
| Tax Imposed Under IRC4912 | $0 | TaxImposedUnderIRC4912Amt |
| Tax Imposed Under IRC4955 | $0 | TaxImposedUnderIRC4955Amt |
| Engaged In Excess Benefit Trans | false | EngagedInExcessBenefitTransInd |
| Tax Imposed On Organization Mgr | $0 | TaxImposedOnOrganizationMgrAmt |
| Tax Reimbursed By Organization | $0 | TaxReimbursedByOrganizationAmt |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| States Where Copy Of Return Is Fld | CA | StatesWhereCopyOfReturnIsFldCd |
Books In Care Of Detail BooksInCareOfDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | STOCKTON UNIFIED SCHOOL DIST | PersonNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 56 S LINCOLN STREET | AddressLine1Txt |
| City | STOCKTON | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 95203 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 2099337025 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Financial Account | false | ForeignFinancialAccountInd |
| Foreign Office | false | ForeignOfficeInd |
| Donor Advised Fnds | false | DonorAdvisedFndsInd |
| Operate Hospital | false | OperateHospitalInd |
| Tanning Services Provided | false | TanningServicesProvidedInd |
| Related Organization Ctrl Ent | false | RelatedOrganizationCtrlEntInd |
| Transaction With Control Ent | false | TransactionWithControlEntInd |
| Political Campaign Acty | false | PoliticalCampaignActyInd |
| Lobbying Activities | false | LobbyingActivitiesInd |
| School Operating | false | SchoolOperatingInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | false | TrnsfrExmptNonChrtblRltdOrgInd |
| Part VI Of Comp Of Hghst Pd Empl | NONE | PartVIOfCompOfHghstPdEmplTxt |
| Part VI Hghst Pd Cntrct Prof Srvc | NONE | PartVIHghstPdCntrctProfSrvcTxt |
| Filed Schedule A | Yes (true) | FiledScheduleAInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Supporting Organization509a3 | Yes (X) | SupportingOrganization509a3Ind |
| Supporting Org Type1 | Yes (X) | SupportingOrgType1Ind |
| Supported Organizations | 1 | SupportedOrganizationsCnt |
Supported Org Information SupportedOrgInformationGrp
Supported Organization Name SupportedOrganizationName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | STOCKTON UNIFIED SCHOOL DISTRICT | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 946002661 | EIN |
| Organization Type | 2 | OrganizationTypeCd |
| Governing Document Listed | false | GoverningDocumentListedInd |
| Support | $16,500 | SupportAmt |
| Other Support | $0 | OtherSupportAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Supported Organizations Total | 1 | SupportedOrganizationsTotalCnt |
| Support Sum | $16,500 | SupportSumAmt |
| Other Support Sum | $0 | OtherSupportSumAmt |
Form990 Sch A Supporting Org Form990SchASupportingOrgGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Listed By Name Governing Doc | Yes (true) | ListedByNameGoverningDocInd |
| Suprt Org No IRS Determination | Yes (true) | SuprtOrgNoIRSDeterminationInd |
| Supported Org Section C456 | false | SupportedOrgSectionC456Ind |
| Supported Org Not Organized US | false | SupportedOrgNotOrganizedUSInd |
| Organization Change Suprt Org | false | OrganizationChangeSuprtOrgInd |
| Support Non Supported Org | false | SupportNonSupportedOrgInd |
| Payment Substantial Contribtr | false | PaymentSubstantialContribtrInd |
| Loan Disqualified Person | false | LoanDisqualifiedPersonInd |
| Controlled Disqualified Prsn | false | ControlledDisqualifiedPrsnInd |
| Disqualified Prsn Controll Int | false | DisqualifiedPrsnControllIntInd |
| Disqualified Prsn Ownr Int | false | DisqualifiedPrsnOwnrIntInd |
| Excess Business Holdings Rules | false | ExcessBusinessHoldingsRulesInd |
| Contribution Controller | false | ContributionControllerInd |
| Contribution Family | false | ContributionFamilyInd |
| Contribution35 Controlled | false | Contribution35ControlledInd |
Form990 Sch A Type1 Suprt Org Form990SchAType1SuprtOrgGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Power Appoint Majority Dir Trst | Yes (true) | PowerAppointMajorityDirTrstInd |
| Operate Benefit Non Suprt Org | false | OperateBenefitNonSuprtOrgInd |
Form990 Schedule A Part VI Form990ScheduleAPartVIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | Part IV, Section A, Line 2: Description Of How Organization Determined Supported Org. | FormAndLineReferenceDesc |
| Explanation | THE STOCKTON UNIFIED SCHOOL DISTRICT 1852 FOUNDATION ( THE "FOUNDATION")RECEIVED ITS' FAVORABLE DETERMINATION LETTER IN JUNE OF 2003. THE SPECIFIC PURPOSE OF THE FOUNDATION, AS SET FORTH IN ITS' ARTICLES OF INCORPORATION, IS TO BENEFIT THE STOCKTON UNIFIED SCHOOL DISTRICT (THE "SUPPORTED ORGANIZATION"). THE STOCKTON UNIFIED SCHOOL DISTRICT IS DESCRIBED IN CODE SECTION 509(A)(1) AS AN ORGANIZATION DESCRIBED IN CODE SECTION 170(B)(1)(A), SPECIFICALLY SECTION 170(B)(1)(A)(V) WHICH REFERS TO GOVERNMENTAL UNITS. THE STOCKTON UNIFIED SCHOOL DISTRICT IS A POLITICAL SUBDIVISION OF THE STATE OF CALIFORNIA, AND IS NOT REQUIRED TO OBTAIN AN IRS DETERMINATION LETTER. | ExplanationTxt |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (3 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Grants and Similar Amounts Paid In Excess of $5,000.1 | | Donee's Name: STOCKTON UNIFIED SCHOOL DISTRICT | Donee's Address: 56 S LINCOLN STREET STOCKTON CA 95203 | Relationship of Donee: SCHOOL | Cash Amount Given: $16500 |
| Other Expenses.1 | FILING FEES $1125 |
| Other Expenses.2 | FUNDRAISING EXPENSES $200 |
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