LIBRARY LITERACY FOUNDATION OF SAN JOAQUIN COUNTY: Form 990, tax year 2024
View the entire original 990 at ProPublica ↗
- Organization
- LIBRARY LITERACY FOUNDATION OF SAN JOAQUIN COUNTY (EIN 68-0238404)
- Tax period
- 2024-07-01 to 2025-06-30
- Filed
- 2026-04-07
- IRS object ID
- 202610979349301321
- Schema version
- 2024v5.5
- 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 | 2026-04-07T16:17:44-05:00 | ReturnTs |
| Tax Period End | 2025-06-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 941481988 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BOWMAN & COMPANY LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 10100 TRINITY PARKWAYSTE 310 | AddressLine1Txt |
| City | STOCKTON | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 95219 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2024-07-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 680238404 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | LIBRARY AND LITERACY FOUNDATION | BusinessNameLine1Txt |
| Business Name Line2 | OF SAN JOAQUIN COUNTY | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | LIBR | BusinessNameControlTxt |
| Phone | 2099432375 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 6731 HERNDON PLACE | AddressLine1Txt |
| City | STOCKTON | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 95219 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | LOUIS PONICK | PersonNm |
| Person Title | TREASURER | PersonTitleTxt |
| Phone | 2099432375 | PhoneNum |
| Signature | 2026-04-03 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | 0 | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | TOBBIE J WELLS | PreparerPersonNm |
| PTIN | P01426383 | PTIN |
| Phone | 2094731040 | PhoneNum |
| Preparation | 2026-04-03 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2024 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | LOUIS PONICK | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 6731 HERNDON PLACE | AddressLine1Txt |
| City | STOCKTON | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 95219 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $116,830 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.SJCLITERACY.ORG | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1990 | FormationYr |
| Legal Domicile State | CA | LegalDomicileStateCd |
| Activity Or Mission | TO SUPPORT PROGRAMS IN OUR COMMUNITY THAT FOSTER LITERACY AND PROMOTE THE POWER OF READING TO ENRICH LIVES. | ActivityOrMissionDesc |
| Voting Members Governing Body | 7 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 7 | VotingMembersIndependentCnt |
| Total Employee | 0 | TotalEmployeeCnt |
| Total Volunteers | 19 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $564 | PYContributionsGrantsAmt |
| CY Contributions Grants | $23,796 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $0 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $0 | CYProgramServiceRevenueAmt |
| PY Investment Income | $64,593 | PYInvestmentIncomeAmt |
| CY Investment Income | $68,884 | CYInvestmentIncomeAmt |
| PY Other Revenue | $26,600 | PYOtherRevenueAmt |
| CY Other Revenue | $20,463 | CYOtherRevenueAmt |
| PY Total Revenue | $91,757 | PYTotalRevenueAmt |
| CY Total Revenue | $113,143 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $80,730 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $21,700 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $0 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $0 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $0 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $35,452 | PYOtherExpensesAmt |
| CY Other Expenses | $39,171 | CYOtherExpensesAmt |
| PY Total Expenses | $116,182 | PYTotalExpensesAmt |
| CY Total Expenses | $60,871 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | -$24,425 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $52,272 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $2,010,168 | TotalAssetsBOYAmt |
| Total Assets EOY | $2,143,476 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $4,511 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $2,010,168 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $2,138,965 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | THE FOUNDATION'S MISSION IS TO SUPPORT PROGRAMS THAT FOSTER LITERACY AND SUPPORT THE POWER OF READING TO ENRICH LIVES. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | Yes (1) | SignificantChangeInd |
| Expense | $22,950 | ExpenseAmt |
| Grant | $21,700 | GrantAmt |
| Desc | ENHANCEMENT OF LIBRARY SERVICES: CONTINUE THE ENHANCEMENT OF LIBRARY SERVICES BENEFITING THE RESIDENTS OF THE CITY OF STOCKTON AND FULLY FUND THE STOCKTON-SAN JOAQUIN COUNTY PUBLIC LIBRARY'S ADULT LITERACY PROGRAM, SUPPORT FAMILY AND COMMUNITY LITERACY PROGRAMS, AND ASSIST WITH SUSTAINING THE LIBRARY'S BOOK BUDGET INCLUDING WINTER, SPRING, SUMMER AND FALL READING PROGRAMS.EXPAND THE POET LAUREATE PROGRAM THROUGHOUT SAN JOAQUIN COUNTY: IN COLLABORATION WITH SAN JOAQUIN COUNTY CITIES, THE FOUNDATION IS PROUD TO SUPPORT THE POET LAUREATE PROGRAM THROUGH A 3-YEAR FUNDING PROCESS. DESIGNED TO INSPIRE LOCAL RESIDENTS TO ESTABLISH A LIFE-LONG APPRECIATION OF LITERATURE, THIS IS A WAY TO REMIND THE COMMUNITY ABOUT THE IMPORTANCE OF LITERATURE AND POETRY. POETS ALONG WITH THE CITY AND OTHER ORGANIZATIONS HOST SPOKEN WORD EVENTS, BOOK CLUBS, POETRY CONTESTS, PUBLIC READINGS, AND MUCH MORE IN THEIR COMMUNITIES. | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $8,026 | ExpenseAmt |
| Desc | SUPPORT THE LITTLE FREE LIBRARIES STOCKTON PROGRAM: CONTINUE TO FILL THE LITTLE FREE LIBRARIES THROUGHOUT STOCKTON WITH INCLUSIVE BOOKS THAT ARE CULTURALLY DIVERSE FROM LOCAL AUTHORS THROUGHOUT SAN JOAQUIN COUNTY. TO PROVIDE A VARIETY OF BOOKS THAT CONTAIN CHARACTERS OF COLOR AS WELL AS MAIN CHARACTERS THAT REPRESENT A MARGINALIZED POINT OF VIEW WITH BOOKS THAT ARE WRITTEN BY AN AUTHOR OF DIVERSITY OR MARGINALIZED FROM THEIR PERSPECTIVE. WE PROVIDE BOOKS THAT SHARE IDEAS, STORIES, AND INFORMATION ABOUT CULTURES, RACES, RELIGIONS, LANGUAGES, AND TRADITIONS.SPONSOR THE ANNUAL FAMILY DAY AT THE PARK EVENT: THIS IS A FREE ONE-DAY EVENT WITH A FULL DAY OF FUN AND EDUCATIONAL ACTIVITIES FOR THE ENTIRE COMMUNITY AT WEBER POINT IN STOCKTON. NEARLY 100 BUSINESSES AND COMMUNITY ORGANIZATIONS WILL PROVIDE INTERACTIVE PROJECTS FOR CHILDREN AND FAMILIES, INCLUDING ARTS AND CRAFTS, GAMES, STORYTELLING, AND RECREATIONAL ACTIVITIES. ENTERTAINERS INCLUDE MASCOTS, STREET PERFORMERS, SPARKLES THE CLOWN, AND RAVIOLI THE MAGICIAN. IN ADDITION, CHILDREN'S AUTHORS AND ILLUSTRATORS WILL PRESIDE IN KING AUTHOR'S COURT THROUGHOUT THE DAY READING STORIES, TEACHING, SIGNING BOOKS, AND ANSWERING QUESTIONS. | Desc |
Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $5,000 | ExpenseAmt |
| Desc | SPONSOR THE ANNUAL FULLY BOOKED EVENT: THIS IS AN ANNUAL FUNDRAISER TO SUPPORT TULEBURG PRESS, AN NONPROFIT THAT WORKS TO BUILD LITERACY AND WRITING CONFIDENCE FOR ALL AGES THROUGH BOOK PUBLISHING, ONE-ON-ONE MENTORING, COMMUNITY OUTREACH, AND WRITING WORKSHOPS. THOSE ACTIVITIES OCCUR AT THE WRITE PLACE, A DOWNTOWN STOCKTON CREATIVE WRITING AND BOOK ARTS CENTER. MODELED AFTER 826 VALENCIA IN SAN FRANCISCO, 916 INK IN SACRAMENTO, AND THE SAN FRANCISCO CENTER FOR THE BOOK, THE WRITE PLACE TEACHES WRITING, BOOKBINDING, AND LETTERPRESS PRINTING ON VINTAGE PRESSES. WRITING GROUPS AND BOOK CLUBS ARE ABLE TO USE THE SPACE IN THE EVENINGS. ON WEEKENDS THE WRITE PLACE HOSTS AUTHOR READINGS AND ARTISTS WHO TEACH PAPER MAKING, BOOK BINDING, AND PAPER CRAFTS OF MANY KINDS. SPONSOR THE GREAT VALLEY BOOKFEST EVENT: THIS IS A FUN-FILLED EVENT WHERE YOU CAN MINGLE WITH YOUR FAVORITE AUTHORS, DISCOVER NEW ONES, OR PICK UP THAT BOOK YOU HAVE BEEN DYING TO READ. THIS ONE-DAY EVENT IS FREE WHICH INCLUDES A FULL DAY OF AUTHOR PRESENTATIONS, WORKSHOPS, COOKING DEMONSTRATIONS, A PARADE, AND PERFORMANCES. THE GREAT VALLEY BOOKFEST IS CENTRALLY LOCATED AT THE PROMENADE SHOPS AT ORCHARD VALLEY (BASS PRO CENTER) IN MANTECA. | Desc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expenses | $35,976 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (1) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (1) | ScheduleBRequiredInd |
| Political Campaign Acty | 0 | PoliticalCampaignActyInd |
| Lobbying Activities | 0 | LobbyingActivitiesInd |
| Subject To Proxy Tax | 0 | SubjectToProxyTaxInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Conservation Easements | 0 | ConservationEasementsInd |
| Collections Of Art | 0 | CollectionsOfArtInd |
| Credit Counseling | 0 | CreditCounselingInd |
| Donor Rstr Or Quasi Endowments | Yes (1) | DonorRstrOrQuasiEndowmentsInd |
| Report Land Building Equipment | 0 | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | 0 | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | 0 | ReportProgramRelatedInvstInd |
| Report Other Assets | 0 | ReportOtherAssetsInd |
| Report Other Liabilities | 0 | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | 0 | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | 0 | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | 0 | ConsolidatedAuditFinclStmtInd |
| School Operating | 0 | SchoolOperatingInd |
| Foreign Office | 0 | ForeignOfficeInd |
| Foreign Activities | 0 | ForeignActivitiesInd |
| More Than5000 K To Org | 0 | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividualsInd |
| Professional Fundraising | 0 | ProfessionalFundraisingInd |
| Fundraising Activities | 0 | FundraisingActivitiesInd |
| Gaming Activities | 0 | GamingActivitiesInd |
| Operate Hospital | 0 | OperateHospitalInd |
| Grants To Organizations | Yes (1) | GrantsToOrganizationsInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Schedule J Required | 0 | ScheduleJRequiredInd |
| Tax Exempt Bonds | 0 | TaxExemptBondsInd |
| Engaged In Excess Benefit Trans | 0 | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | 0 | PYExcessBenefitTransInd |
| Loan Outstanding | 0 | LoanOutstandingInd |
| Grant To Related Person | 0 | GrantToRelatedPersonInd |
| Business Rln With Org Mem | 0 | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | 0 | BusinessRlnWithFamMemInd |
| Business Rln With35 Ctrl Ent | 0 | BusinessRlnWith35CtrlEntInd |
| Deductible Non Cash Contri | 0 | DeductibleNonCashContriInd |
| Deductible Art Contribution | 0 | DeductibleArtContributionInd |
| Terminate Operations | 0 | TerminateOperationsInd |
| Partial Liquidation | 0 | PartialLiquidationInd |
| Disregarded Entity | 0 | DisregardedEntityInd |
| Related Entity | 0 | RelatedEntityInd |
| Related Organization Ctrl Ent | 0 | RelatedOrganizationCtrlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | 0 | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | 0 | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (1) | ScheduleORequiredInd |
| IRP Document | 3 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (1) | BackupWthldComplianceInd |
| Employee | 0 | EmployeeCnt |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Foreign Financial Account | 0 | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | 0 | TaxablePartyNotificationInd |
| Nondeductible Contributions | 0 | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | 0 | QuidProQuoContributionsInd |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOfInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Indoor Tanning Services | 0 | IndoorTanningServicesInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
| Subject To Excs Tax Net Invst Inc | 0 | SubjectToExcsTaxNetInvstIncInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 7 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 7 | IndependentVotingMemberCnt |
| Family Or Business Rln | 0 | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | 0 | DelegationOfMgmtDutiesInd |
| Change To Org Documents | 0 | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | 0 | MembersOrStockholdersInd |
| Election Of Board Members | 0 | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | 0 | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (1) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (1) | MinutesOfCommitteesInd |
| Officer Mailing Address | 0 | OfficerMailingAddressInd |
| Local Chapters | 0 | LocalChaptersInd |
| Form990 Provided To Gvrn Body | Yes (1) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (1) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (1) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (1) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | 0 | WhistleblowerPolicyInd |
| Document Retention Policy | 0 | DocumentRetentionPolicyInd |
| Compensation Process CEO | 0 | CompensationProcessCEOInd |
| Compensation Process Other | 0 | CompensationProcessOtherInd |
| Investment In Joint Venture | 0 | InvestmentInJointVentureInd |
| States Where Copy Of Return Is Fld | CA | StatesWhereCopyOfReturnIsFldCd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE ORGANIZATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 2099432375 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 6731 HERNDON PLACE | AddressLine1Txt |
| City | STOCKTON | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 95219 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| No Listed Persons Compensated | Yes (X) | NoListedPersonsCompensatedInd |
Form990 Part VII Section A Form990PartVIISectionAGrp (7 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt |
|---|---|---|---|---|---|---|
| FRANCES RICHARDSON | ||||||
| PRESIDENT | 2.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| LOUIS PONICK | ||||||
| TREASURER | 2.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| MICHIKO SOTO | ||||||
| VICE PRESIDENT | 2.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| ALEENA CONTRERAS | ||||||
| DIRECTOR | 0.50 | Yes (X) | $0 | $0 | $0 | |
| ANNA SASS | ||||||
| SECRETARY | 2.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| FOLORUNSO ASHAOLU | ||||||
| DIRECTOR | 0.50 | Yes (X) | $0 | $0 | $0 | |
| ERIKA CAMPOS | ||||||
| DIRECTOR | 0.50 | Yes (X) | $0 | $0 | $0 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $0 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $0 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 0 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | 0 | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | 0 | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
| Cntrct Rcvd Greater Than100 K | 0 | CntrctRcvdGreaterThan100KCnt |
| Fundraising | $16,000 | FundraisingAmt |
| All Other Contributions | $7,796 | AllOtherContributionsAmt |
| Total Contributions | $23,796 | TotalContributionsAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $68,884 | TotalRevenueColumnAmt |
| Exclusion | $68,884 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fundraising Gross Income | $0 | FundraisingGrossIncomeAmt |
| Contri Rpt Fundraising Event | $16,000 | ContriRptFundraisingEventAmt |
| Fundraising Direct Expenses | $3,687 | FundraisingDirectExpensesAmt |
Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -$3,687 | TotalRevenueColumnAmt |
| Exclusion | -$3,687 | ExclusionAmt |
Other Revenue Misc OtherRevenueMiscGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | POOLED FUNDS GAIN | Desc |
| Business | 900099 | BusinessCd |
| Total Revenue Column | $24,150 | TotalRevenueColumnAmt |
| Exclusion | $24,150 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $24,150 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $113,143 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $0 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $89,347 | ExclusionAmt |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $21,700 | TotalAmt |
| Program Services | $21,700 | ProgramServicesAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,600 | TotalAmt |
| Management And General | $2,600 | ManagementAndGeneralAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $19,685 | TotalAmt |
| Management And General | $19,685 | ManagementAndGeneralAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $145 | TotalAmt |
| Management And General | $145 | ManagementAndGeneralAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,415 | TotalAmt |
| Management And General | $2,415 | ManagementAndGeneralAmt |
Other Expenses OtherExpensesGrp (2 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt |
|---|---|---|---|
| PROGRAM EXPENSES | $14,276 | $14,276 | |
| FILING FEES | $50 | $50 |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $60,871 | TotalAmt |
| Program Services | $35,976 | ProgramServicesAmt |
| Management And General | $24,895 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $96,143 | BOYAmt |
| EOY | $94,290 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,914,025 | BOYAmt |
| EOY | $2,049,186 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,010,168 | BOYAmt |
| EOY | $2,143,476 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $4,511 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $4,511 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,010,168 | BOYAmt |
| EOY | $1,138,965 | EOYAmt |
Donor Restriction Net Assets DonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,000,000 | BOYAmt |
| EOY | $1,000,000 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,010,168 | BOYAmt |
| EOY | $2,138,965 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,010,168 | BOYAmt |
| EOY | $2,143,476 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | $52,272 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $76,525 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | $0 | OtherChangesInNetAssetsAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | 0 | AccountantCompileOrReviewInd |
| FS Audited | 0 | FSAuditedInd |
| Federal Grant Audit Required | 0 | FederalGrantAuditRequiredInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Organization170 | Yes (X) | PublicOrganization170Ind |
Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $1,400 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $12,486 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $7,112 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $564 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $23,796 | CurrentTaxYearAmt |
| Total | $45,358 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $1,400 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $12,486 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $7,112 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $564 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $23,796 | CurrentTaxYearAmt |
| Total | $45,358 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Total170 | $45,358 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $25,282 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $46,188 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $62,404 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $64,593 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $68,884 | CurrentTaxYearAmt |
| Total | $267,351 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $312,709 | TotalSupportAmt |
| Public Support CY170 | 0.14500 | PublicSupportCY170Pct |
| Public Support PY170 | 0.07760 | PublicSupportPY170Pct |
| Ten Pct Facts Crcmstncs Test CY | Yes (X) | TenPctFactsCrcmstncsTestCYInd |
| Facts And Circumstances Test | LLFSJ IS PLANNING TO BRING BACK THE ANNUAL SPELLING BEE FUNDRAISER THAT HISTORICALLY HAS BEEN THE MAIN SOURCE OF CONTRIBUTIONS. IN SEPTEMBER 2025 LLFSJ TOOK OVER FAMILY DAY AT THE PARK, WHICH IS A FREE COMMUNITY EVENT IN STOCKTON, CA. THIS ANNUAL EVENT RAISES FUNDS FOR THE ORGANIZATION THROUGH VENDOR FEES AND FOOD SALES WHILE FURTHING THE ORGANIZATION'S EXEMPT PURPOSE OF SUPPORTING PROGRAMS IN OUR COMMUNITY THAT FOSTER LITERACY AND PROMOTE THE POWER OF READING TO ENRICH LIVES. | FactsAndCircumstancesTestTxt |
Schedule B IRS990ScheduleB
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | RESTRICTED | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | RESTRICTED | TotalContributionsAmt |
Schedule D IRS990ScheduleD
CY Endwmt Fund CYEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $1,915,089 | BeginningYearBalanceAmt |
| Contributions | $5,296 | ContributionsAmt |
| Investment Earnings Or Losses | $168,496 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $20,000 | GrantsOrScholarshipsAmt |
| Administrative Expenses | $19,695 | AdministrativeExpensesAmt |
| End Year Balance | $2,049,186 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $1,609,997 | BeginningYearBalanceAmt |
| Contributions | $389 | ContributionsAmt |
| Investment Earnings Or Losses | $400,031 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $76,730 | GrantsOrScholarshipsAmt |
| Administrative Expenses | $18,598 | AdministrativeExpensesAmt |
| End Year Balance | $1,915,089 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $1,801,298 | BeginningYearBalanceAmt |
| Contributions | $7,111 | ContributionsAmt |
| Investment Earnings Or Losses | -$119,174 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $61,110 | GrantsOrScholarshipsAmt |
| Administrative Expenses | $18,128 | AdministrativeExpensesAmt |
| End Year Balance | $1,609,997 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $2,034,322 | BeginningYearBalanceAmt |
| Contributions | $7,476 | ContributionsAmt |
| Investment Earnings Or Losses | -$189,341 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $30,762 | GrantsOrScholarshipsAmt |
| Administrative Expenses | $20,397 | AdministrativeExpensesAmt |
| End Year Balance | $1,801,298 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $1,884,022 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | $184,837 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $15,000 | GrantsOrScholarshipsAmt |
| Administrative Expenses | $19,537 | AdministrativeExpensesAmt |
| End Year Balance | $2,034,322 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated Balance EOY | 0.51200 | BoardDesignatedBalanceEOYPct |
| Prmnnt Endowment Balance EOY | 0.48800 | PrmnntEndowmentBalanceEOYPct |
| Term Endowment Balance EOY | 0.00000 | TermEndowmentBalanceEOYPct |
| Endowments Held Unrelated Org | 0 | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | 0 | EndowmentsHeldRelatedOrgInd |
| Total Book Value Land Buildings | $0 | TotalBookValueLandBuildingsAmt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART V, LINE 4: | FormAndLineReferenceDesc |
| Explanation | THE FOUNDATION USES THE ENDOWMENT FUNDS TO FURTHER THEIR MISSION OF SUPPORTING PROGRAMS THAT FOSTER LITERACY AND SUPPORT THE POWER OF READING WHILE MAINTAINING THE RESTRICTIONS PLACED ON THE PERMANENT ENDOWMENT. | ExplanationTxt |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | 0 | GrantRecordsMaintainedInd |
Recipient Table RecipientTable
Recipient Business Name RecipientBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CITY OF LATHROP POET LAUREATE PROGRAM (GRANT ID 24-0628) | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 390 TOWNE CENTRE DRIVE L | AddressLine1Txt |
| City | LATHROP | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 95330 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient EIN | 942460136 | RecipientEIN |
| Cash Grant | $15,000 | CashGrantAmt |
| Non Cash Assistance | $0 | NonCashAssistanceAmt |
| Purpose Of Grant | GRANT FOR POET LAUREATE PROGRAM | PurposeOfGrantTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total501c3 Org | 0 | Total501c3OrgCnt |
| Total Other Org | 2 | TotalOtherOrgCnt |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (4 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART III, LINE 3 | THE ROTARY CLUB TUTORING PROGRAM WAS DESIGNED TO BE A 1 YEAR PROJECT STARTING IN JUNE OF 2023 AND CONCLUDED IN 2024 |
| FORM 990, PART VI, SECTION B, LINE 11B | THE 990 IS REVIEWED AND APPROVED BY THE TREASURER. ALL BOARD MEMBERS RECEIVE THE APPROVED COPY OF THE 990 PRIOR TO FILING. |
| FORM 990, PART VI, SECTION B, LINE 12C | THE CONFLICT OF INTEREST POLICY IS REVIEWED AT THE ANNUAL BOARD MEETING. |
| FORM 990, PART VI, SECTION C, LINE 19 | THE FOUNDATION MAKES THESE DOCUMENTS AVAILABLE TO THE PUBLIC UPON REQUEST. |