CHARLES E STANLEY SCOTTISH RITE
https://WWW.BANKOFSTOCKTON.COMTotal Given
$0
0 grants · $0 avg/year
based on 1 yr of IRS 990-PF records on file
<$100K/yr
micro funder
capacity
$2.3M
Assets · 2021
—
Distinct recipients
About
LOANS MADE TO COLLEGE STUDENTS IN GOOD STANDING DURING 2021 IN THE AMOUNT OF $189,060 AND FEES PAID FOR THE MAINTENANCE OF THE FUND IN THE AMOUNT OF $16,624 WERE COLLECTED AND EXPENDED. THE PURPOSE OF THIS FUND IS TO PROVIDE COLLEGE STUDENTS WITH INTEREST FREE LOANS THAT WILL BE PAID BACK TO THE FOUNDATION AFTER THE STUDENT GRADUATES. THE LOANS INCREASE THE LOAN RECEIVABLE ACCOUNT AND REPAYMENTS DECREASE THE ACCOUNT. THE REPAYMENTS ARE ADDED TO THE MINIMUM DISTRIBUTABLE AMOUNT CALCULATED IN PART XI. THAT TOTAL IS THEN REQUIRED TO BE DISTRIBUTED IN THE FOLLOWING YEAR.
Application Information
Accepts Unsolicited Proposals
No — Preselected Only
Contact Person
JULIE M WATTS VP CLIENT MANAGER CAR
Phone
2099291510
Deadlines
APPLICATION PERIOD FROM JANUARY 1 TO APRIL 30, DEADLINE MAY 1.
How to Apply
THE APPLICATION FOR THIS SCHOLARSHIP CAN BE OBTAINED FROM THE BANK OF STOCKTON. THE APPLICATION NEEDS TO INCLUDE THE NAME OF THE APPLICANT, THE NAMES OF HIS OR HER PARENTS AS WELL AS THE STUDENT'S PRIOR EDUCATIONAL EXPERIENCE AND GRADES. ALSO REQUIRED ARE THE NAMES AND AMOUNTS OF OTHER GRANTS AND SCHOLARSHIPS AWARDED TO THE STUDENT.
Restrictions
THE LOANS HAVE A PRESET MAXIMUM LIMIT WHICH IS SET BY THE BOARD OF DIRECTORS EACH YEAR.
Financial Trends
Giving Over Time
Total Assets Over Time
View financial data as table
| Year | Total Giving | Total Assets | Revenue | Grants |
|---|---|---|---|---|
| 2017 | N/A | $2.0M | $68K | N/A |
| 2020 | N/A | $2.1M | $38K | N/A |
| 2021 | N/A | $2.3M | $188K | N/A |
| 2022 | N/A | $2.1M | $23K | N/A |
| 2023 | N/A | $1.8M | $62K | N/A |
Geographic Distribution
Officers & Directors
| Name | Title |
|---|---|
| BANK OF STOCKTON | TRUSTEE |
| ROGER MOORE | PERSONAL REPRESENTATIVE |
| PATRICK O'HERN | COMMITTEE MEMBER |
| GREGORY A NISKANEN | GENERAL SECRETARY |
| JOHN BAKER | ASSISTANT TO PERSONAL REPRESENTATIVE |
| JULIE M WATTS | FINANCE CHAIRPERSON |
| ROBERT FRIEDBERGER | FINANCE CHAIRPERSON |
| DONALD CRAIG SANTOS | COMMITTEE MEMBER |
| WILLIAM DUBOIS | DIRECTOR |
| JOHN L BAKER | DIRECTOR |
Grants Awarded (0 total)
| Purpose |
|---|