BERRY FAMILY FOUNDATION: Form 990PF, tax year 2023

View the entire original 990 at ProPublica ↗

Organization
BERRY FAMILY FOUNDATION (EIN 77-0523640)
Tax period
2023-01-01 to 2023-12-31
Filed
2024-05-13
IRS object ID
202421349349101712
Schema version
2023v5.0
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

FieldValueIRS element (for citing)
Return2024-05-13T10:16:53-05:00ReturnTs
Tax Period End2023-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN941239084PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1ATHERTON & ASSOCIATES LLPBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1PO BOX 4339AddressLine1Txt
CityMODESTOCityNm
State AbbreviationCAStateAbbreviationCd
ZIP953524339ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2023-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN770523640EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1BERRY FAMILY FOUNDATIONBusinessNameLine1Txt
Business Name Line2C/O ANN PHILLIPSBusinessNameLine2Txt
FieldValueIRS element (for citing)
Business Name ControlBERRBusinessNameControlTxt
Phone5596366498PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line11749 S AUGUSTA COURTAddressLine1Txt
CityVISALIACityNm
State AbbreviationCAStateAbbreviationCd
ZIP93277ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonANN BERRY PHILLIPSPersonNm
Person TitleSECRETARYPersonTitleTxt
Phone5596366498PhoneNum
Signature2024-05-09SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Signing Officer SigningOfficerGrp

Person Full Name PersonFullName

FieldValueIRS element (for citing)
Person FirstANNPersonFirstNm
Person LastBERRY PHILLIPSPersonLastNm
FieldValueIRS element (for citing)
SSN999009999SSN
FieldValueIRS element (for citing)
IRS Responsible Prty Info CurrYes (1)IRSResponsiblePrtyInfoCurrInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonJACQUELYN HOWELLPreparerPersonNm
PTINP01327223PTIN
Phone2095774800PhoneNum
Self EmployedYes (X)SelfEmployedInd

Additional Filer Information AdditionalFilerInformation

Trusted Customer TrustedCustomerGrp

FieldValueIRS element (for citing)
Trusted Customer2TrustedCustomerCd
Authentication Assurance LevelAAL1AuthenticationAssuranceLevelCd
Identity Assurance LevelIAL1IdentityAssuranceLevelCd
FieldValueIRS element (for citing)
Tax2023TaxYr
Build TS2023-04-26 12:10:37ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$2,992,153FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Schedule B Not RequiredYes (X)ScheduleBNotRequiredInd
Interest On Sav Rev And Expnss$3,837InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$3,837InterestOnSavNetInvstIncmAmt
Dividends Rev And Expnss$38,749DividendsRevAndExpnssAmt
Dividends Net Invst Incm$38,749DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$83,687NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$122,123GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$83,687CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$126,273TotalRevAndExpnssAmt
Total Net Invst Incm$126,273TotalNetInvstIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$0CompOfcrDirTrstRevAndExpnssAmt
Comp Ofcr Dir Trst Net Invst Incm$0CompOfcrDirTrstNetInvstIncmAmt
Comp Ofcr Dir Trst Dsbrs Chrtbl$0CompOfcrDirTrstDsbrsChrtblAmt
Accounting Fees Rev And Expnss$2,475AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$0AccountingFeesNetInvstIncmAmt
Accounting Fees Chrtbl Prps$0AccountingFeesChrtblPrpsAmt
Other Prof Fees Rev And Expnss$17,303OtherProfFeesRevAndExpnssAmt
Other Prof Fees Net Invst Incm$17,303OtherProfFeesNetInvstIncmAmt
Other Prof Fees Dsbrs Chrtbl$0OtherProfFeesDsbrsChrtblAmt
Taxes Rev And Expnss$2,977TaxesRevAndExpnssAmt
Taxes Net Invst Incm$577TaxesNetInvstIncmAmt
Taxes Dsbrs Chrtbl$0TaxesDsbrsChrtblAmt
Other Expenses Rev And Expnss$75OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$75OtherExpensesNetInvstIncmAmt
Other Expenses Dsbrs Chrtbl$0OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$22,830TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$17,955TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$0TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$138,000ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$138,000ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$160,830TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$17,955TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$138,000TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses-$34,557ExcessRevenueOverExpensesAmt
Net Investment Income$108,318NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Sav And Temp Cash Invst BOY$3,696SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$28,127SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$28,127SavAndTempCashInvstEOYFMVAmt
Other Investments BOY$1,198,256OtherInvestmentsBOYAmt
Other Investments EOY$1,139,268OtherInvestmentsEOYAmt
Other Investments EOYFMV$2,964,026OtherInvestmentsEOYFMVAmt
Total Assets BOY$1,201,952TotalAssetsBOYAmt
Total Assets EOY$1,167,395TotalAssetsEOYAmt
Total Assets EOYFMV$2,992,153TotalAssetsEOYFMVAmt
Accounts Payable BOY$35AccountsPayableBOYAmt
Accounts Payable EOY$35AccountsPayableEOYAmt
Total Liabilities BOY$35TotalLiabilitiesBOYAmt
Total Liabilities EOY$35TotalLiabilitiesEOYAmt
Org Does Not Follow FASB117Yes (X)OrgDoesNotFollowFASB117Ind
Capital Stock BOY$938,319CapitalStockBOYAmt
Capital Stock EOY$938,319CapitalStockEOYAmt
Additional Paid In Capital BOY$0AdditionalPaidInCapitalBOYAmt
Additional Paid In Capital EOY$0AdditionalPaidInCapitalEOYAmt
Retained Earning BOY$263,598RetainedEarningBOYAmt
Retained Earning EOY$229,041RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$1,201,917TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$1,167,360TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$1,201,952TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$1,167,395TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$1,201,917TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses-$34,557ExcessRevenueOverExpensesAmt
Other Increases$0OtherIncreasesAmt
Subtotal$1,167,360SubtotalAmt
Other Decreases$0OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$1,167,360TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (5 entries)

PropertyPropertyDescHow AcquiredHowAcquiredCdAcquiredAcquiredDtSoldSoldDtGross Sales PriceGrossSalesPriceAmtCost Or Other BasisCostOrOtherBasisAmtGain Or LossGainOrLossAmtGains Minus Excess Or LossesGainsMinusExcessOrLossesAmt
BANK OF NY MELLON CO: BKP2010-08-232023-02-08$51,761$24,589$27,172$27,172
JOHNSON & JOHNSON: JNJP2009-10-282023-10-16$1,578$600$978$978
BERKSHIRE HATHAWAY CLASS BRKBP2007-09-262023-11-15$60,671$13,239$47,432$47,432
VITESSE ENERGY INCP2013-08-142023-01-17$12$8$4$4
CAPITAL GAINS DIVIDENDSP$8,101$8,101$8,101
FieldValueIRS element (for citing)
Capital Gain Net Income$83,687CapitalGainNetIncomeAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$1,506InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$1,506SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$1,506TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$1,880EstimatedPlusOvpmtIncmTxAmt
Exempt Frgn Org Tax Wthld At Srce$0ExemptFrgnOrgTaxWthldAtSrceAmt
Extsn Request Income Tax Paid$0ExtsnRequestIncomeTaxPaidAmt
Backup Withholding Withheld$0BackupWithholdingWithheldAmt
Total Payments And Credits$1,880TotalPaymentsAndCreditsAmt
Es Penalty$0EsPenaltyAmt
Overpayment$374OverpaymentAmt
Applied To ES Tax$374AppliedToESTaxAmt
Refund$0RefundAmt

Statements Regarding Acty StatementsRegardingActyGrp

FieldValueIRS element (for citing)
Legislative Political Acty0LegislativePoliticalActyInd
More Than100 Spent0MoreThan100SpentInd
Form1120 POL Filed0Form1120POLFiledInd
Section4955 Organization Tax$0Section4955OrganizationTaxAmt
Section4955 Managers Tax$0Section4955ManagersTaxAmt
Tax Reimbursed$0TaxReimbursedAmt
Activities Not Previously Rpt0ActivitiesNotPreviouslyRptInd
Changes To Articles Or Bylaws0ChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over Limit0UnrelatedBusIncmOverLimitInd
Organization Dissolved Etc0OrganizationDissolvedEtcInd
Section508e Rqr SatisfiedYes (1)Section508eRqrSatisfiedInd
At Least5000 In AssetsYes (1)AtLeast5000InAssetsInd
Org Report Or Register StateCAOrgReportOrRegisterStateCd
Form990 PF Filed With Atty GenYes (1)Form990PFFiledWithAttyGenInd
Private Operating Foundation0PrivateOperatingFoundationInd
New Substantial Contributors0NewSubstantialContributorsInd
Own Controlled Entity0OwnControlledEntityInd
Donor Advised Fund0DonorAdvisedFundInd
Comply With Public Insp RqrYes (1)ComplyWithPublicInspRqrInd
Website AddressN/AWebsiteAddressTxt
Individual With BooksANN BERRY PHILLIPSIndividualWithBooksNm
Phone2095774800PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line1PO BOX 4339AddressLine1Txt
CityMODESTOCityNm
State AbbreviationCAStateAbbreviationCd
ZIP95352ZIPCd
FieldValueIRS element (for citing)
Foreign Accounts Question0ForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

FieldValueIRS element (for citing)
Sale Or Exch Disqualified Prsn0SaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified Prsn0BrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified Prsn0FurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified Prsn0PayCompDisqualifiedPrsnInd
Transfer Ast Disqualified Prsn0TransferAstDisqualifiedPrsnInd
Payment To Government Official0PaymentToGovernmentOfficialInd
Uncorrected Prior Acts0UncorrectedPriorActsInd
Undistributed Income PY0UndistributedIncomePYInd
Business Holdings0BusinessHoldingsInd
Jeopardy Investments0JeopardyInvestmentsInd
Uncorrected PY Jeopardy Invst0UncorrectedPYJeopardyInvstInd
Influence Legislation0InfluenceLegislationInd
Influence Election0InfluenceElectionInd
Grants To Individuals0GrantsToIndividualsInd
Grants To Organizations0GrantsToOrganizationsInd
Noncharitable Purpose0NoncharitablePurposeInd
Rcv Fnds To Pay Prsnl Bnft Cntrct0RcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft Cntrct0PayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTransInd
Subj To Tax Rmnrtn Ex Prcht Pymt0SubjToTaxRmnrtnExPrchtPymtInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (4 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
SCOTT W BERRY
1749 AUGUSTA CTVISALIACA93277PRESIDENT, CFO, & DIRECTOR1.00$0$0$0
SUSAN B BERRY
1749 AUGUSTA CTVISALIACA93277VICE-PRESIDENT & DIRECTOR1.00$0$0$0
ANN BERRY PHILLIPS
1749 AUGUSTA CTVISALIACA93277SECRETARY & DIRECTOR1.00$0$0$0
DAVID A BERRY
1749 AUGUSTA CTVISALIACA93277DIRECTOR1.00$0$0$0
FieldValueIRS element (for citing)
Comp Of Hghst Pd Empl Or NONENONECompOfHghstPdEmplOrNONETxt
Other Employee Paid Over50k0OtherEmployeePaidOver50kCnt
Comp Of Hghst Pd Cntrct Or NONENONECompOfHghstPdCntrctOrNONETxt
Contractor Paid Over50k0ContractorPaidOver50kCnt

Sum Of Program Related Invst SumOfProgramRelatedInvstGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$2,909,604AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$26,244AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$2,935,848TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$2,935,848AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$44,038CashDeemedCharitableAmt
Net Vl Noncharitable Assets$2,891,810NetVlNoncharitableAssetsAmt
Minimum Investment Return$144,591MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$144,591MinimumInvestmentReturnAmt
Tax Based On Investment Income$1,506TaxBasedOnInvestmentIncomeAmt
Total Tax$1,506TotalTaxAmt
Distributable Before Adj$143,085DistributableBeforeAdjAmt
Recoveries Qualfied Distri$0RecoveriesQualfiedDistriAmt
Distributable Before Ded$143,085DistributableBeforeDedAmt
Deduction From Distributable$0DeductionFromDistributableAmt
Distributable As Adjusted$143,085DistributableAsAdjustedAmt

PF Qualifying Distributions PFQualifyingDistributionsGrp

FieldValueIRS element (for citing)
Expenses And Contributions$138,000ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Qualifying Distributions$138,000QualifyingDistributionsAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$143,085DistributableAsAdjustedAmt
Undistributed Income PY$137,601UndistributedIncomePYAmt
Total For Prior Years$0TotalForPriorYearsAmt
Total Excess Distribution Cyov$0TotalExcessDistributionCyovAmt
Qualifying Distributions$138,000QualifyingDistributionsAmt
Applied To Year1$137,601AppliedToYear1Amt
Applied To Prior Years$0AppliedToPriorYearsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$399AppliedToCurrentYearAmt
Remaining Distri From Corpus$0RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus$0ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$0ExcessDistributionCyovAppCYAmt
Total Corpus$0TotalCorpusAmt
Prior Year Undistributed Incm$0PriorYearUndistributedIncmAmt
Prior Year Deficiency Or Tax$0PriorYearDeficiencyOrTaxAmt
Taxable1$0Taxable1Amt
Taxable2$0Taxable2Amt
Undistributed Income CY$142,686UndistributedIncomeCYAmt
Corpus Distri170b1 E Or4942g3$0CorpusDistri170b1EOr4942g3Amt
Excess Distri Cyov From Yr5$0ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$0ExcessDistriCyovToNextYrAmt

Supplementary Information SupplementaryInformationGrp

Application Submission Info ApplicationSubmissionInfoGrp

FieldValueIRS element (for citing)
Recipient PersonANN BERRY PHILLIPSRecipientPersonNm

Recipient US Address RecipientUSAddress

FieldValueIRS element (for citing)
Address Line1PO BOX 4339AddressLine1Txt
CityMODESTOCityNm
State AbbreviationCAStateAbbreviationCd
ZIP95352ZIPCd
FieldValueIRS element (for citing)
Recipient Phone2095774800RecipientPhoneNum
Form And Info And MaterialsUNSOLICITED REQUESTS FROM TAX-EXEMPT CHARITABLE ORGANIZATIONS SHOULD CLEARLY IDENTIFY HOW THE FUNDS WILL BE SPENT, THE NUMBER OF INDIVIDUALS EXPECTED TO BE SERVED IN THE LOCAL REGION INCLUDING MODESTO, CALIFORNIA, AND A PROGRAM BUDGET FOR THE NEXT CALENDAR YEAR. THE CHARITABLE ORGANIZATION SHOULD ALSO ATTACH A COPY OF ITS IRS DETERMINATION LETTER EVIDENCING ITS TAX-EXEMPT STATUS UNDER INTERNAL REVENUE CODE SECTION 501(C)(3), A COPY OF ITS FORM 990 FILED WITH THE INTERNAL REVENUE SERVICE FOR THE PRIOR YEAR, A COPY OF ITS ANNUAL FINANCIAL STATEMENTS FOR THE MOST RECENT THREE PRIOR YEARS, AND A COPY OF ITS BUDGET FOR THE CURRENT YEAR AS WELL AS THE FOLLOWING YEAR.FormAndInfoAndMaterialsTxt
Submission DeadlinesREQUESTS MUST BE SUBMITTED NO LATER THAN SEPTEMBER 30 FOR THE FOLLOWING CALENDAR YEAR.SubmissionDeadlinesTxt
Restrictions On AwardsREQUESTS WILL BE CONSIDERED ONLY IF FROM CHARITABLE ORGANIZATIONS TAX-EXEMPT UNDER INTERNAL REVENUE CODE SECTION 501(C)(3) AND SERVICING THE LOCAL REGION INCLUDING MODESTO, CALIFORNIA.RestrictionsOnAwardsTxt

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (17 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
IBM GLOBAL
PO BOX 607NASHUANH03061NONEPUBLIC CHARITYMISSIONS AGENCY$1,000
FEEDING AMERICA
161 NORTH CLARK STREET SUITE 700CHICAGOIL60601NONEPUBLIC CHARITYFOOD FOR THE POOR$5,000
BETHLEHEM CENTER
1638 N DINUBA BLVDVISALIACA93291NONERELIGIOUS ORGANIZATIFOOD AND CLOTHING FOR THE POOR$5,000
VISALIA RESCUE MISSION
741 N SANTA FE STREETVISALIACA93292NONEPUBLIC CHARITYFOOD, CLOTHING AND SHELTER FOR THE POOR$5,000
NO KID HUNGRY
1030 15TH STREET NW SUITE 1100 WWASHINGTONDC20005NONEPUBLIC CHARITYFOOD FOR CHILDREN$5,000
SISTERS OF THE CROSS OF THE SACRED HEART OF JESUS
1320 MAZE BLVDMODESTOCA95351NONERELIGIOUS ORGANIZATISUPPORT OF CATHOLIC MINISTRIES$5,000
ST JOSEPH'S CATHOLIC COMMUNITY CHURCH
435 MONTEREY AVENUECAPITOLACA95010NONERELIGIOUS ORGANIZATISUPPORT OF CATHOLIC MINISTRIES$5,000
SECOND HARVEST FOOD BANK
800 OHLONE PARKWAYWATSONVILLECA95076NONEPUBLIC CHARITYFOOD FOR THE POOR$5,000
THE CATHOLIC SCHOOL OF VISALIA GEORGE MCCANN MEMORIAL CAMPUS
200 E RACE AVEVISALIACA93291NONERELIGIOUS ORGANIZATISUPPORT OF CATHOLIC EDUCATION$7,000
ST VINCENT DE PAUL MINISTRY
709 J STREETMODESTOCA95354NONERELIGIOUS ORGANIZATIFOOD AND CLOTHING FOR THE POOR$8,000
CENTRAL CATHOLIC HIGH SCHOOL
200 S CARPENTER RDMODESTOCA95351NONERELIGIOUS ORGANIZATISUPPORT OF CATHOLIC EDUCATION$10,000
GREY BEARS
2710 CHANTICLEER AVESANTA CRUZCA95065NONEPUBLIC CHARITYFOOD FOR THE POOR$10,000
COMMUNITY BRIDGES
1777-A CAPITOLA ROADSANTA CRUZCA95062NONEPUBLIC CHARITYFOOD FOR THE POOR$12,000
ST FRANCIS CATHOLIC KITCHEN
205 MORA STREETSANTA CRUZCA95060NONERELIGIOUS ORGANIZATIFOOD FOR THE HUNGRY$12,000
BOYS AND GIRLS CLUBS OF SANTA CRUZ COUNTY
543 CENTER STREETSANTA CRUZCA95060NONEPUBLIC CHARITYSUPPORT OF CHILDREN IN THE COMMUNITY$12,000
CATHOLIC RELIEF SERVICES
228 WEST LEXINGTON STREETBALTIMOREMD21201NONERELIGIOUS ORGANIZATIHELPING THE POOR$13,000
THE SALVATION ARMY
1501 W MAIN STREETVISALIACA93291NONEPUBLIC CHARITYFOOD AND CLOTHING FOR THE POOR$18,000
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$138,000TotalGrantOrContriPdDurYrAmt
Total Grant Or Contri Apprv Fut$0TotalGrantOrContriApprvFutAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$3,837ExclusionAmt

Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$38,749ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion$83,687ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$0UnrelatedBusinessTaxblIncmAmt
Exclusion$126,273ExclusionAmt
Related Or Exempt Function Incm$0RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$126,273TotalIncomeProducingActyAmt

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

FieldValueIRS element (for citing)
Trnsfr Of Cash To Nonchrtbl EO0TrnsfrOfCashToNonchrtblEOInd
Trnsfr Other Asset Nonchrtbl EO0TrnsfrOtherAssetNonchrtblEOInd
Sales Or Exchanges Of Assets0SalesOrExchangesOfAssetsInd
Purchase Of Assets Nonchrtbl EO0PurchaseOfAssetsNonchrtblEOInd
Rental Of Facilities Oth Assets0RentalOfFacilitiesOthAssetsInd
Reimbursement Arrangements0ReimbursementArrangementsInd
Loans Or Loan Guarantees0LoansOrLoanGuaranteesInd
Performance Of Services Etc0PerformanceOfServicesEtcInd
Sharing Of Facilities Etc0SharingOfFacilitiesEtcInd
Relationships Nonchrtbl EO0RelationshipsNonchrtblEOInd

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

FieldValueIRS element (for citing)
CategoryACCOUNTINGCategoryTxt
Amt$2,475Amt
Net Investment Income$0NetInvestmentIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

Investments Other Schedule2 InvestmentsOtherSchedule2

Investments Other InvestmentsOtherGrp (3 entries)

Category Or ItemCategoryOrItemTxtListed At Cost Or FMVListedAtCostOrFMVCdBook ValueBookValueAmtEOYFMVEOYFMVAmt
EQUITIESFMV$854,701$2,670,829
MUTUAL AND BOND FUNDSFMV$245,137$258,508
OTHER ASSETSFMV$39,430$34,689

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp

FieldValueIRS element (for citing)
DescFILING FEESDesc
Revenue And Expenses Per Books$75RevenueAndExpensesPerBooksAmt
Net Investment Income$75NetInvestmentIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail

FieldValueIRS element (for citing)
CategoryINVESTMENT FEESCategoryTxt
Amt$17,303Amt
Net Investment Income$17,303NetInvestmentIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail (2 entries)

CategoryCategoryTxtAmtAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
FOREIGN TAXES$577$577$0
INCOME TAX$2,400$0$0

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