BETA

CHARLES A BECKER FOUNDATION: Form 990PF, tax year 2024

View the entire original 990 at ProPublica ↗

Organization
CHARLES A BECKER FOUNDATION (EIN 33-0758379)
Tax period
2024-01-01 to 2024-12-31
Filed
2025-05-14
IRS object ID
202511349349103186
Schema version
2024v5.1
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)
Return2025-05-14T11:48:03-07:00ReturnTs
Tax Period End2024-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN371420474PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1Fontanello Duffield & Otake LLPBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1111 Pine Street Suite 1750AddressLine1Txt
CitySan FranciscoCityNm
State AbbreviationCAStateAbbreviationCd
ZIP94111ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2024-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN330758379EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1The Charles A Becker FoundationBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlCHARBusinessNameControlTxt
Phone6506784550PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1PO Box 336AddressLine1Txt
CityBuelltonCityNm
State AbbreviationCAStateAbbreviationCd
ZIP93427ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonG Eric PleschnerPersonNm
Person TitlePresidentPersonTitleTxt
Signature2025-05-14SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd
FieldValueIRS element (for citing)
IRS Responsible Prty Info CurrYes (true)IRSResponsiblePrtyInfoCurrInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonAntonio Tellez JrPreparerPersonNm
PTINP01716904PTIN
Phone4159830200PhoneNum
FieldValueIRS element (for citing)
Tax2024TaxYr
Build TS2025-03-06 01:10:19ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$1,261,806FMVAssetsEOYAmt
Method Of Accounting AccrualYes (X)MethodOfAccountingAccrualInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Schedule B Not RequiredYes (X)ScheduleBNotRequiredInd
Dividends Rev And Expnss$16,701DividendsRevAndExpnssAmt
Dividends Net Invst Incm$16,701DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$369,639NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$446,037GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$369,639CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$386,340TotalRevAndExpnssAmt
Total Net Invst Incm$386,340TotalNetInvstIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$134,000CompOfcrDirTrstRevAndExpnssAmt
Comp Ofcr Dir Trst Dsbrs Chrtbl$134,000CompOfcrDirTrstDsbrsChrtblAmt
Pension Empl Bnft Rev And Expnss$18,532PensionEmplBnftRevAndExpnssAmt
Pension Empl Bnft Dsbrs Chrtbl$18,532PensionEmplBnftDsbrsChrtblAmt
Accounting Fees Rev And Expnss$4,950AccountingFeesRevAndExpnssAmt
Accounting Fees Chrtbl Prps$4,950AccountingFeesChrtblPrpsAmt
Other Prof Fees Rev And Expnss$14,000OtherProfFeesRevAndExpnssAmt
Other Prof Fees Dsbrs Chrtbl$14,000OtherProfFeesDsbrsChrtblAmt
Taxes Rev And Expnss$1,764TaxesRevAndExpnssAmt
Trav Conf Meeting Rev And Expnss$4,958TravConfMeetingRevAndExpnssAmt
Trav Conf Meeting Dsbrs Chrtbl$4,958TravConfMeetingDsbrsChrtblAmt
Other Expenses Rev And Expnss$1,175OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$300OtherExpensesNetInvstIncmAmt
Other Expenses Dsbrs Chrtbl$875OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$179,379TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$300TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$177,315TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$106,222ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$106,222ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$285,601TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$300TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$283,537TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses$100,739ExcessRevenueOverExpensesAmt
Net Investment Income$386,040NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$27,380CashBOYAmt
Cash EOY$24,953CashEOYAmt
Cash EOYFMV$24,953CashEOYFMVAmt
Sav And Temp Cash Invst BOY$53,992SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$233,556SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$233,556SavAndTempCashInvstEOYFMVAmt
Corporate Stock BOY$1,051,615CorporateStockBOYAmt
Corporate Stock EOY$823,194CorporateStockEOYAmt
Corporate Stock EOYFMV$823,194CorporateStockEOYFMVAmt
Other Investments BOY$196,030OtherInvestmentsBOYAmt
Other Investments EOY$180,103OtherInvestmentsEOYAmt
Other Investments EOYFMV$180,103OtherInvestmentsEOYFMVAmt
Land Bldg Equip Cost Or Other Bss$2,197LandBldgEquipCostOrOtherBssAmt
Land Bldg Equip Accum Deprec$2,197LandBldgEquipAccumDeprecAmt
Total Assets BOY$1,329,017TotalAssetsBOYAmt
Total Assets EOY$1,261,806TotalAssetsEOYAmt
Total Assets EOYFMV$1,261,806TotalAssetsEOYFMVAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Organization Follows FASB117Yes (X)OrganizationFollowsFASB117Ind
No Donor Rstr Net Assests BOY$1,329,017NoDonorRstrNetAssestsBOYAmt
No Donor Rstr Net Assests EOY$1,261,806NoDonorRstrNetAssestsEOYAmt
Tot Net Ast Or Fund Balances BOY$1,329,017TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$1,261,806TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$1,329,017TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$1,261,806TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$1,329,017TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses$100,739ExcessRevenueOverExpensesAmt
Subtotal$1,429,756SubtotalAmt
Other Decreases$167,950OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$1,261,806TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp

FieldValueIRS element (for citing)
PropertySales of Publicly Traded SecuritiesPropertyDesc
How AcquiredPHowAcquiredCd
Acquired2012-12-12AcquiredDt
Sold2024-12-12SoldDt
Gross Sales Price$446,037GrossSalesPriceAmt
Cost Or Other Basis$76,398CostOrOtherBasisAmt
Gain Or Loss$369,639GainOrLossAmt
Gains Minus Excess Or Losses$369,639GainsMinusExcessOrLossesAmt
FieldValueIRS element (for citing)
Capital Gain Net Income$369,639CapitalGainNetIncomeAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$5,366InvestmentIncomeExciseTaxAmt
Subtotal$5,366SubtotalAmt
Tax Based On Investment Income$5,366TaxBasedOnInvestmentIncomeAmt
Form2220 AttachedYes (X)Form2220AttachedInd
Es Penalty$83EsPenaltyAmt
Tax Due$5,449TaxDueAmt
Applied To ES Tax$0AppliedToESTaxAmt

Statements Regarding Acty StatementsRegardingActyGrp

FieldValueIRS element (for citing)
Legislative Political ActyfalseLegislativePoliticalActyInd
More Than100 SpentfalseMoreThan100SpentInd
Form1120 POL FiledfalseForm1120POLFiledInd
Activities Not Previously RptfalseActivitiesNotPreviouslyRptInd
Changes To Articles Or BylawsfalseChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over LimitfalseUnrelatedBusIncmOverLimitInd
Organization Dissolved EtcfalseOrganizationDissolvedEtcInd
Section508e Rqr SatisfiedYes (true)Section508eRqrSatisfiedInd
At Least5000 In AssetsYes (true)AtLeast5000InAssetsInd
Org Report Or Register StateCAOrgReportOrRegisterStateCd
Form990 PF Filed With Atty GenYes (true)Form990PFFiledWithAttyGenInd
Private Operating FoundationfalsePrivateOperatingFoundationInd
New Substantial ContributorsfalseNewSubstantialContributorsInd
Own Controlled EntityfalseOwnControlledEntityInd
Donor Advised FundfalseDonorAdvisedFundInd
Comply With Public Insp RqrYes (true)ComplyWithPublicInspRqrInd
Website AddressN/AWebsiteAddressTxt

Persons With Books Name PersonsWithBooksName

FieldValueIRS element (for citing)
Business Name Line1G Eric PleschnerBusinessNameLine1Txt
FieldValueIRS element (for citing)
Phone6506784550PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line1PO Box 336AddressLine1Txt
CityBuelltonCityNm
State AbbreviationCAStateAbbreviationCd
ZIP93427ZIPCd
FieldValueIRS element (for citing)
Foreign Accounts QuestionfalseForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

FieldValueIRS element (for citing)
Sale Or Exch Disqualified PrsnfalseSaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified PrsnfalseBrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified PrsnfalseFurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified PrsnfalsePayCompDisqualifiedPrsnInd
Transfer Ast Disqualified PrsnfalseTransferAstDisqualifiedPrsnInd
Payment To Government OfficialfalsePaymentToGovernmentOfficialInd
Acts Fail To Qlfy As ExceptionsfalseActsFailToQlfyAsExceptionsInd
Uncorrected Prior ActsfalseUncorrectedPriorActsInd
Undistributed Income PYfalseUndistributedIncomePYInd
Business HoldingsfalseBusinessHoldingsInd
Jeopardy InvestmentsfalseJeopardyInvestmentsInd
Uncorrected PY Jeopardy InvstfalseUncorrectedPYJeopardyInvstInd
Influence LegislationfalseInfluenceLegislationInd
Influence ElectionfalseInfluenceElectionInd
Grants To IndividualsfalseGrantsToIndividualsInd
Grants To OrganizationsfalseGrantsToOrganizationsInd
Noncharitable PurposefalseNoncharitablePurposeInd
Rcv Fnds To Pay Prsnl Bnft CntrctfalseRcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft CntrctfalsePayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter TransfalseProhibitedTaxShelterTransInd
Subj To Tax Rmnrtn Ex Prcht PymtfalseSubjToTaxRmnrtnExPrchtPymtInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (6 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmt
G Eric Pleschner
PO Box 336BuelltonCA93427President30.00$84,000$50,000
Aaron Pleschner Thru June 24
PO Box 336BuelltonCA93427Director1.50$0
Dan Ela
PO Box 336BuelltonCA93427Secretary1.00$0
Steven Ross From July 24
PO Box 336BuelltonCA93427Director0.00$0
Chip Rich
PO Box 336BuelltonCA93427Treasurer1.50$0
Cherie Sykes Plaisted
PO Box 336BuelltonCA93427Director1.00$0
FieldValueIRS element (for citing)
Comp Of Hghst Pd Empl Or NONENONECompOfHghstPdEmplOrNONETxt
Comp Of Hghst Pd Cntrct Or NONENONECompOfHghstPdCntrctOrNONETxt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$1,063,462AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$132,287AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$1,195,749TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Adjusted Total FMV Of Unused Ast$1,195,749AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$17,936CashDeemedCharitableAmt
Net Vl Noncharitable Assets$1,177,813NetVlNoncharitableAssetsAmt
Minimum Investment Return$58,891MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$58,891MinimumInvestmentReturnAmt
Tax Based On Investment Income$5,366TaxBasedOnInvestmentIncomeAmt
Total Tax$5,366TotalTaxAmt
Distributable Before Adj$53,525DistributableBeforeAdjAmt
Distributable Before Ded$53,525DistributableBeforeDedAmt
Distributable As Adjusted$53,525DistributableAsAdjustedAmt

PF Qualifying Distributions PFQualifyingDistributionsGrp

FieldValueIRS element (for citing)
Expenses And Contributions$283,537ExpensesAndContributionsAmt
Qualifying Distributions$283,537QualifyingDistributionsAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$53,525DistributableAsAdjustedAmt
Excess Distribution Cyov Yr5$120,716ExcessDistributionCyovYr5Amt
Excess Distribution Cyov Yr4$230,820ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr3$234,064ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr2$150,905ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1$151,594ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$888,099TotalExcessDistributionCyovAmt
Qualifying Distributions$283,537QualifyingDistributionsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$53,525AppliedToCurrentYearAmt
Remaining Distri From Corpus$230,012RemainingDistriFromCorpusAmt
Total Corpus$1,118,111TotalCorpusAmt
Undistributed Income CY$0UndistributedIncomeCYAmt
Excess Distri Cyov From Yr5$120,716ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$997,395ExcessDistriCyovToNextYrAmt
Excess From Year4$230,820ExcessFromYear4Amt
Excess From Year3$234,064ExcessFromYear3Amt
Excess From Year2$150,905ExcessFromYear2Amt
Excess From Year1$151,594ExcessFromYear1Amt
Excess From Current Year$230,012ExcessFromCurrentYearAmt

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Only Contri To PreselectedYes (X)OnlyContriToPreselectedInd

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (8 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
Sojourn To the Past
10 Rollins Rd 101MillbraeCA94030N/APCGeneral Support$26,000
San Francisco Conservatory of Music
50 Oak StreetSan FranciscoCA94102N/APCGeneral Support$40,000
Knox College Eckford Scholarship
2 E South StGalesburgIL61401N/APCGeneral Support$7,500
Netarts Bay Watershed
PO Box 243GaribaldiOR97118N/APCGeneral Support$20,000
Cal Poly Arts
1 Grand AveSan Luis ObispoCA93407N/APCGeneral Support$5,222
Central Coast State Parks Associati
202 Tank Farm RoadSan Luis ObispoCA93401N/APCGeneral Support$500
Heal LA Foundation
1621 W 25th St 125San PedroCA90732N/APCGeneral Support$6,000
Hearst Castle Foundation
700 Hearst Castle RdSan SimeonCA93452N/APCGeneral Support$1,000
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$106,222TotalGrantOrContriPdDurYrAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$16,701ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion$369,639ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Exclusion$386,340ExclusionAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$386,340TotalIncomeProducingActyAmt

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

FieldValueIRS element (for citing)
Trnsfr Of Cash To Nonchrtbl EOfalseTrnsfrOfCashToNonchrtblEOInd
Trnsfr Other Asset Nonchrtbl EOfalseTrnsfrOtherAssetNonchrtblEOInd
Sales Or Exchanges Of AssetsfalseSalesOrExchangesOfAssetsInd
Purchase Of Assets Nonchrtbl EOfalsePurchaseOfAssetsNonchrtblEOInd
Rental Of Facilities Oth AssetsfalseRentalOfFacilitiesOthAssetsInd
Reimbursement ArrangementsfalseReimbursementArrangementsInd
Loans Or Loan GuaranteesfalseLoansOrLoanGuaranteesInd
Performance Of Services EtcfalsePerformanceOfServicesEtcInd
Sharing Of Facilities EtcfalseSharingOfFacilitiesEtcInd
Relationships Nonchrtbl EOfalseRelationshipsNonchrtblEOInd

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

FieldValueIRS element (for citing)
CategoryAccounting and Tax PreparationCategoryTxt
Amt$4,950Amt
Net Investment Income$0NetInvestmentIncomeAmt
Adjusted Net Income$0AdjustedNetIncomeAmt
Disbursements Charitable Prps$4,950DisbursementsCharitablePrpsAmt

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp (3 entries)

StockStockNmEOY Book ValueEOYBookValueAmtEOYFMVEOYFMVAmt
Amgen Inc, 100 Sh$26,064$26,064
Apple Inc, 1,500 Sh$375,630$375,630
Microsoft Corp, 1,000 Sh$421,500$421,500

Investments Other Schedule2 InvestmentsOtherSchedule2

Investments Other InvestmentsOtherGrp (2 entries)

Category Or ItemCategoryOrItemTxtListed At Cost Or FMVListedAtCostOrFMVCdBook ValueBookValueAmtEOYFMVEOYFMVAmt
Vanguard Dividend ETF, 750 ShFMV$146,873$146,873
Invesco QQQ, 65 ShFMV$33,230$33,230

Land Etc Schedule2 LandEtcSchedule2

Land Etc LandEtcGrp (2 entries)

Category Or ItemCategoryOrItemTxtCost Or Other BasisCostOrOtherBasisAmtAccumulated DepreciationAccumulatedDepreciationAmt
Furniture and Fixtures$152$152
Machinery and Equipment$2,045$2,045

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (3 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
Bank Fees$300$300
Filing Fees$204$204
Payroll Processing Fees$671$671

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail

FieldValueIRS element (for citing)
CategoryAdministrative ManagementCategoryTxt
Amt$14,000Amt
Net Investment Income$0NetInvestmentIncomeAmt
Adjusted Net Income$0AdjustedNetIncomeAmt
Disbursements Charitable Prps$14,000DisbursementsCharitablePrpsAmt

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail

FieldValueIRS element (for citing)
CategoryExcise Tax on InvestmentsCategoryTxt
Amt$1,764Amt

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