Private foundation
LODI, CAEIN
The funder's latest Form 990-PF says it accepts applications. Read the instructions below before you write.
Application policy: Accepts applications, as stated on the FY2024 return.
These lines count this foundation's own Form 990-PF returns that the IRS has published as data. An amended return replaces its original. They describe past returns only.
Application guidance comes from the funder's own Form 990-PF, Part XV (the section where a private foundation says how to apply), shown as filed. It is the funder's words, not ours. These fields are free text and the IRS form cuts them short. Filers sometimes put whole sentences in the contact-name box. Shown exactly as filed.
Giving by year
Total assets by year
| Year | Form | Revenue | Expenses | Giving | Assets | Net assets |
|---|---|---|---|---|---|---|
| FY2024 | 990-PF | $78,382 | $102,701 | $74,618 | $2,722,773 |
Figures are as reported on the e-filed return, with no restatement. Fiscal years are the funder's own tax year, labelled by the calendar year the period ends in. A blank line means the return does not carry that figure; a real zero shows as $0. When an amended return replaces an original, every figure here uses the amended return. The original is not shown. Giving is what the funder actually paid out toward its charitable purpose in the year (qualifying distributions on Form 990-PF, charitable disbursements otherwise). Assets are what it holds; giving is what moves.
Recipient focus areas
Where recipients are
Based on the 31% of grant rows we could match to an organization record. The rest stay as reported. The IRS assigns the NTEE category when it grants exemption. It often reflects the original filing, not today's giving.
| Recipient | Purpose | Amount | Year | Source |
|---|---|---|---|---|
| FIELDHAVEN FELINE CENTERLINCOLN, CA | PROVIDE A SAFE HAVEN FOR RESCUED CATS AND KITTENS WHILE AWAITING ADOPTION | $6,500 | 2019 | |
Recipients are shown as the funder wrote them on the return. A recipient with a link was matched to an organization record; the rest stay as reported and are never guessed. Some links come from other funders' returns: when three or more of them wrote the same name and state with one EIN, and the city on this row matches, we use that EIN. The name on this row is still shown as this funder wrote it.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| Susan Lenz | DIRECTOR | 0.00 | $0 |
| Kerry Heckman | DIRECTOR | 1.00 | $0 |
From the officer list on the latest e-filed return. Compensation is as reported there; a blank means the return carries no figure.
| $2,722,773 |
| FY2023 | 990-PF | $112,661 | $116,466 | $83,783 | $2,747,092 | $2,747,092 |
| FY2022 | 990-PF | $95,489 | $127,737 | $98,905 | $2,750,897 | $2,750,897 |
| FY2021 | 990-PF | $258,863 | $99,081 | $68,878 | $2,783,145 | $2,783,145 |
| FY2020 | 990-PF | $58,554 | $105,944 | $80,344 | $2,623,363 | $2,623,363 |
| FY2019 | 990-PF | $94,530 | $170,465 | $142,450 | $2,670,753 | $2,670,753 |
| FY2018 | 990-PF | $175,672 | $210,816 | $182,715 | $2,746,688 | $2,746,688 |
| FY2017 | 990-PF | $194,318 | $215,661 | $192,524 | $2,781,832 | $2,781,832 |
| FY2016 | 990-PF | $80,667 | $170,997 | $142,506 | $2,803,175 | $2,803,175 |
| THE CEDARS OF MARINMatched to this organization because 4 grant-making charities wrote this name with its EIN. Source: Schedule I of their Form 990 returns, fiscal years 2020 to 2025. Counted Oct 9, 2026.ROSS, CA |
| SUPPORT FOR INDIVIDUALS WITH INTELLECTUAL AND DEVELOPMENT DISABILITIES |
| $6,280 |
| 2021 |
| LINCOLN HIGH SCHOOLSTOCKTON, CA | SPONSORSHIP FOR GRADUATION NIGHT CELEBRATION | $6,000 | 2024 |
| FIELDHAVEN FELINE CENTERLINCOLN, CA | PROVIDE A SAFE HAVEN FOR RESCUED CATS AND KITTENS WHILE AWAITING ADOPTION | $6,000 | 2020 |
| FIELDHAVEN FELINE CENTERLINCOLN, CA | PROVIDE A SAFE HAVEN FOR RESCUED CATS AND KITTENS WHILE AWAITING ADOPTION | $6,000 | 2021 |
| STUDENT SCHOLARSHIPSSTOCKTON, CA | STUDENT SUPPORT/ENRICHMENT/EDUCATION | $5,800 | 2022 |
| DELTA SCULLING CENTERSTOCKTON, CA | TO PROVIDE PROGRAMMING AND EQUIPMENT FOR DISABLED AND ABLE-BODIED SCULLERS (ROWERS) | $5,720 | 2017 |
| TEEN CHALLENGE MONTEREY BAYWATSONVILLE, CA | RESIDENTIAL RECOVERY PROGRAM | $5,420 | 2018 |
| OMEGA NU-ALPHA DELTA CHAPTERLODI, CA | TO PROVIDE FUNDS FOR SCHOLARSHIPS AND CHARITABLE ORGANIZATIONS IN THE LODI COMMUNITY | $5,300 | 2022 |
| LINCOLN UNIFIED SCHOOL DISTRICTSTOCKTON, CA | STUDENT SUPPORT/ENRICHMENT/EDUCATION | $5,075 | 2023 |
| UCLA FOUNDATIONLOS ANGELES, CA | TO PARTICIPATE WITH BUILDING, SUSTAINING AND ADVANCING UCLA UNIVERSITY | $5,000 | 2022 |
| DELTA HIGH SCHOOLRIVER DELTA UNIFIED SCHOOL DISTRICTCLARKSBURG, CA | STUDENT SUPPORT/ENRICHMENT/EDUCATION | $5,000 | 2018 |
| DELTA HIGH SCHOOLRIVER DELTA UNIFIED SCHOOL DISTRICTCLARKSBURG, CA | STUDENT SUPPORT/ENRICHMENT/EDUCATION | $5,000 | 2017 |
| ALBIE CARSON BREAST CANCER FOUNDATIONSACRAMENTO, CA | SAVING LIVES AND EMPOWERING WOMEN WITH BREAST CANCER THROUGH AWARENESS, EDUCATION AND SUPPORT | $5,000 | 2017 |
| ALZHEIMER'S ASSOCIATIONSACRAMENTO, CA | TO HELP SUPPORT RESEARCH FOR RISK REDUCTION AND EARLY DETECTION, AND MAXIMIZE THE QUALITY OF CARE AND SUPPORT FOR PEOPLE WITH ALZHEIMERS. | $5,000 | 2020 |
| CANCER KIDS OF SAN JOAQUIN COUNTY INCWOODBRIDGE, CA | TO PROVIDE FINANCIAL ASSISTANCE TO AREA FAMILIES WHE | $5,000 | 2019 |
| WORLD OF WONDERS SCIENCE MUSEUMLODI, CA | SUPPORT SCIENCE EDUCATION AND INSPIRE CURIOSITY | $5,000 | 2023 |
| LODI BOYS & GIRLS CLUBMatched to this organization because 3 grant-making charities wrote this name with its EIN. Source: Schedule I of their Form 990 returns, fiscal years 2020 to 2024. Counted Oct 9, 2026.LODI, CA | TO HELP ENABLE ALL YOUNG PEOPLE TO REACH THEIR FULL POTENTIAL AS PRODUCTIVE, CARING, RESPONSIBLE CITIZENS. | $5,000 | 2018 |
| WORLD OF WONDERS SCIENCE MUSEUMLODI, CA | SUPPORT SCIENCE EDUCATION AND INSPIRE CURIOSITY | $5,000 | 2021 |
| LODI HOUSE HOPE FOR WOMEN & CHILDRENLODI, CA | EMERGENCY REPAIRS FUND | $5,000 | 2020 |
| BROADENING EDUCATIONAL POSSIBILITIES INCSTOCKTON, CA | STUDENT SUPPORT/ENRICHMENT/EDUCATION | $5,000 | 2018 |
| MUSTANG WRESTLING FOUNDATIONSAN LUIS OBISPO, CA | TO PROVIDE SUPPORT FOR THE ADVANCEMENT OF THE CAL POLY WRESTLING PROGRAM | $5,000 | 2022 |
| SJFB FOUNDATION FOR AGRICULTURAL EDUCATIONSTOCKTON, CA | PROVIDE RESOURCES AND GUIDANCE TO THOSE INVOLVED IN AGRICULTURAL EDUCATION IN SAN JOAQUIN COUNTY. | $4,500 | 2019 |
| VARIOUS ORGANIZATIONSSTOCKTON, CA | FINANCIAL SUPPORT THROUGH RAFFLE BASKETS FOR ORGANIZATION FUNDRAISERS | $4,400 | 2022 |
| LODI HOUSE HOPE FOR WOMEN & CHILDRENLODI, CA | EMERGENCY REPAIRS FUND | $4,280 | 2022 |
Nearest by size, location and giving pattern in the database. Geography weighs heavily. Treat it as a starting list, not a ranking of fit.
Form 990-PF · FY2023 · period ending Dec 31, 2023IRS bulk XML
Filing id 202403199349104000
Form 990-PF · FY2022 · period ending Dec 31, 2022
Filing id 202302899349101525
Form 990-PF · FY2021 · period ending Dec 31, 2021
Filing id 202203199349107755
Form 990-PF · FY2020 · period ending Dec 31, 2020
Filing id 202113199349106811
Form 990-PF · FY2019 · period ending Dec 31, 2019
Filing id 202043219349105209
Form 990-PF · FY2018 · period ending Dec 31, 2018
Filing id 201913179349101326
Form 990-PF · FY2017 · period ending Dec 31, 2017
Filing id 201823189349102047
Form 990-PF · FY2016 · period ending Dec 31, 2016
Filing id 201703199349104405
IRS filings are the source for every fact on this page. Nothing a model writes is ever a source; it can only point at a row here.