2022-02-03T10:56:02-06:00 2021-06-30 942302150 BUCKLEY PATCHEN PO BOX 5288 WALNUT CREEK CA 94596 990PF 2020-07-01 943255381 WEST DAVIS & BERGARD FOUNDATION WEST 5104820800 4146 REDWOOD ROAD OAKLAND CA 94619 ROBERT WRIGHT TREASURER 5104820800 2022-02-03 1 ROBERT WRIGHT XXX-XX-XXXX DANIEL J SULLIVAN P00296193 9259372727 2022-02-01 3 AAL1 IAL1 2020 2022-09-23 18:48:47Z X 6625948 X 2905476 8960 8960 114897 114897 149416 611231 149416 3178749 273273 0 0 0 8500 2125 6375 8410 2102 6308 1086 1086 0 60918 54610 6308 78914 59923 18991 212220 212220 291134 59923 231211 2887615 213350 33483 1359377 1359377 156347 156347 238623 0 0 238623 238623 2463420 4180924 4180924 604818 690677 690677 15451 15451 3101721 6625948 6625948 0 0 X 0 0 3101721 6625948 0 0 3101721 6625948 3101721 6625948 3101721 2887615 636612 6625948 0 6625948 MMC 2020-03-13 2021-06-25 9994 6547 3447 3447 MMC 2020-03-13 2021-06-25 2360 1661 699 699 MMC 2020-03-17 2021-06-25 139 93 46 46 MMC 2020-03-17 2021-06-25 139 93 46 46 MMC 2020-03-17 2021-06-25 2082 1389 693 693 MMC 2020-03-20 2021-06-25 2360 1378 982 982 MMC 2020-03-23 2021-06-25 416 235 181 181 MMC 2020-04-09 2021-06-25 1388 959 429 429 MMC 2020-04-24 2021-06-25 1110 740 370 370 NEE 2020-04-24 2021-06-25 15256 14090 1166 1166 NEE 2020-02-20 2021-06-25 13202 12466 736 736 NEE 2020-03-11 2021-06-25 293 244 49 49 NEE 2020-04-08 2021-06-25 1760 1379 381 381 LLY 2020-02-20 2021-05-20 7831 5538 2293 2293 MRK 2020-04-24 2021-05-20 11590 11962 -372 -372 MRK 2020-02-20 2021-05-20 9592 9899 -307 -307 MRK 2020-02-21 2021-05-20 1998 2064 -66 -66 MSI 2020-02-20 2021-05-20 11778 10765 1013 1013 MSI 2020-02-20 2021-05-20 2030 1856 174 174 NSRGY 2020-02-20 2021-05-20 4547 4128 419 419 GD 2020-02-20 2021-05-20 9866 9669 197 197 CSCO 2020-02-20 2021-05-20 11875 10541 1334 1334 CMCSA 2020-02-20 2021-05-20 16917 14082 2835 2835 BUD 2020-02-20 2021-05-20 8059 7839 220 220 AER 2020-02-20 2021-05-20 9851 10955 -1104 -1104 SPLK 2014-07-02 2021-04-27 32040 13987 18053 18053 60505260 2016-04-25 2021-04-26 6618 6690 -72 -72 60505260 2016-04-25 2021-04-26 6250 6306 -56 -56 60505260 2016-08-02 2021-04-26 88 94 -6 -6 60505260 2016-10-26 2021-04-26 90 95 -5 -5 60505260 2017-01-26 2021-04-26 95 96 -1 -1 60505260 2017-04-26 2021-04-26 94 98 -4 -4 JPM 2012-08-01 2021-03-23 4515 1085 3430 3430 WFC PR X 2016-04-25 2021-03-23 12973 12759 214 214 WFC PR X 2016-06-21 2021-03-23 10276 10149 127 127 WFC PR X 2016-09-16 2021-03-23 138 138 0 0 WFC PR X 2016-12-16 2021-03-23 159 139 20 20 WFC PR X 2017-03-16 2021-03-23 151 141 10 10 WFC PR X 2017-06-16 2021-03-23 144 143 1 1 WFC PR X 2017-09-18 2021-03-23 145 145 0 0 WFC PR X 2017-12-18 2021-03-23 148 147 1 1 WFC PR X 2018-03-16 2021-03-23 153 149 4 4 WFC PR X 2018-06-18 2021-03-23 155 151 4 4 WFC PR X 2018-09-18 2021-03-23 158 153 5 5 WFC PR X 2018-12-18 2021-03-23 171 156 15 15 WFC PR X 2019-03-18 2021-03-23 162 158 4 4 WFC PR X 2019-06-18 2021-03-23 162 160 2 2 WFC PR X 2019-09-17 2021-03-23 164 162 2 2 WFC PR X 2019-12-17 2021-03-23 163 164 -1 -1 WFC PR X 2020-03-17 2021-03-23 189 167 22 22 WFC PR X 2020-06-16 2021-03-23 171 169 2 2 WFC PR X 2020-09-16 2021-03-23 164 166 -2 -2 AI 2021-03-02 2021-03-23 7091 10518 -3427 -3427 AI 2021-03-02 2021-03-23 6949 10308 -3359 -3359 AI 2021-03-02 2021-03-23 71 105 -34 -34 AI 2021-03-02 2021-03-23 71 105 -34 -34 WFC PR X 2020-09-16 2021-03-23 6 6 0 0 PANW 2013-04-11 2021-03-23 8155 1356 6799 6799 NOW 2015-04-17 2021-03-23 12140 1783 10357 10357 PFE 2017-01-10 2021-03-23 7116 6341 775 775 DOCU 2019-02-01 2021-03-08 28844 7451 21393 21393 LULU 2014-11-25 2021-03-08 14429 2443 11986 11986 BX 2014-08-19 2021-02-10 17733 8240 9493 9493 ALL PR H 2020-03-20 2021-02-08 26799 22064 4735 4735 ALL PR H 2020-03-20 2021-02-08 2573 2100 473 473 ALL PR H 2020-03-20 2021-02-08 13293 11036 2257 2257 ALL PR H 2020-03-20 2021-02-08 2680 2188 492 492 ALL PR H 2020-03-20 2021-02-08 2680 2188 492 492 ALL PR H 2020-03-20 2021-02-08 107 88 19 19 ALL PR H 2020-03-20 2021-02-08 2680 2188 492 492 ALL PR H 2020-03-20 2021-02-08 2680 2188 492 492 ALL PR H 2020-03-20 2021-02-08 107 88 19 19 BX 2014-08-19 2021-02-02 7125 3296 3829 3829 LVS 2012-07-27 2021-02-02 5198 3540 1658 1658 LVS 2012-07-27 2021-02-02 20792 14160 6632 6632 VTRS 2017-01-10 2021-01-13 3276 2553 723 723 VTRS 2017-01-10 2021-01-13 2292 1726 566 566 VTRS 2017-03-02 2021-01-13 21 17 4 4 VTRS 2017-06-02 2021-01-13 23 17 6 6 VTRS 2017-09-05 2021-01-13 22 17 5 5 VTRS 2017-12-04 2021-01-13 21 17 4 4 VTRS 2017-12-15 2021-01-13 577 483 94 94 VTRS 2018-03-02 2021-01-13 28 23 5 5 VTRS 2018-06-04 2021-01-13 28 23 5 5 VTRS 2018-09-05 2021-01-13 25 23 2 2 VTRS 2018-12-04 2021-01-13 22 23 -1 -1 VTRS 2019-03-04 2021-01-13 25 25 0 0 VTRS 2019-06-10 2021-01-13 26 25 1 1 VTRS 2019-09-04 2021-01-13 31 25 6 6 VTRS 2019-12-03 2021-01-13 30 26 4 4 VTRS 2020-03-09 2021-01-13 36 27 9 9 VTRS 2020-06-08 2021-01-13 34 28 6 6 VTRS 2020-09-02 2021-01-13 33 28 5 5 JPM 2012-08-01 2020-11-25 18282 5427 12855 12855 LVS 2012-07-27 2020-11-25 17 11 6 6 DOCU 2019-02-01 2020-11-25 11112 2484 8628 8628 LVS 2012-07-27 2020-11-25 13662 8567 5095 5095 BMY RT 2019-11-21 2020-11-23 81 230 -149 -149 BMY RT 2019-11-21 2020-11-23 81 230 -149 -149 BMY RT 2019-11-21 2020-11-23 244 690 -446 -446 VTRS 2017-01-10 2020-11-17 15 13 2 2 SOJA 2015-10-27 2020-10-20 18750 19589 -839 -839 TCEHY 2018-10-26 2020-09-16 17158 8346 8812 8812 JPM PR H 2015-07-23 2020-08-25 2595 2489 106 106 JPM PR H 2015-07-23 2020-08-25 38925 38415 510 510 JPM PR H 2015-07-23 2020-08-25 15077 14460 617 617 JPM PR H 2016-04-04 2020-08-25 6487 6470 17 17 JPM PR H 2016-04-04 2020-08-25 6487 6471 16 16 JPM PR H 2016-06-02 2020-08-25 561 577 -16 -16 JPM PR H 2016-09-02 2020-08-25 548 585 -37 -37 JPM PR H 2016-12-02 2020-08-25 600 593 7 7 JPM PR H 2017-03-02 2020-08-25 590 602 -12 -12 JPM PR H 2017-06-02 2020-08-25 585 611 -26 -26 JPM PR H 2017-09-05 2020-08-25 590 619 -29 -29 JPM PR H 2017-12-04 2020-08-25 600 628 -28 -28 JPM PR H 2018-03-02 2020-08-25 625 637 -12 -12 JPM PR H 2018-06-04 2020-08-25 632 646 -14 -14 JPM PR H 2018-09-05 2020-08-25 648 656 -8 -8 JPM PR H 2018-12-06 2020-08-25 684 665 19 19 JPM PR H 2019-03-04 2020-08-25 664 675 -11 -11 JPM PR H 2019-06-04 2020-08-25 681 685 -4 -4 JPM PR H 2019-09-04 2020-08-25 693 695 -2 -2 JPM PR H 2019-12-03 2020-08-25 714 705 9 9 JPM PR H 2020-03-03 2020-08-25 726 716 10 10 JPM PR H 2020-06-02 2020-08-25 732 718 14 14 JPM PR H 2015-07-23 2020-08-25 727 697 30 30 JPM PR H 2015-07-23 2020-08-25 2361 2265 96 96 JPM PR H 2015-07-23 2020-08-25 5190 4978 212 212 JPM PR H 2020-06-02 2020-08-25 9 8 1 1 PRIF PR D 2019-09-05 2020-07-07 15060 15537 -477 -477 149416 2966 0 2966 0 2966 0 0 0 0 0 21 2987 0 0 0 0 0 0 0 0 0 0 1 1 CA 1 0 0 0 0 1 N/A ROBERT WRIGHT 4154072929 4146 REDWOOD ROAD OAKLAND CA 94619 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 DORIS SEYRANIAN 4146 REDWOOD ROAD OAKLAND CA 94621 PRESIDENT 2.00 0 0 0 MARYANNE KAPLAN 4146 REDWOOD ROAD OAKLAND CA 94621 SECRETARY 2.00 0 0 0 ELEANOR MANUAL 4146 REDWOOD ROAD OAKLAND CA 94621 BOARD MEMBER 2.00 0 0 0 JEANNE RICHARDS 4146 REDWOOD ROAD OAKLAND CA 94621 BOARD MEMBER 2.00 0 0 0 ROBERT F WRIGHT 4146 REDWOOD ROAD OAKLAND CA 94621 TREASURER 2.00 0 0 0 MATT HALEY 4146 REDWOOD ROAD OAKLAND CA 94621 BOARD MEMBER 2.00 0 0 0 NONE 0 NONE 0 0 3659980 146768 0 3806748 0 0 3806748 57101 3749647 187482 187482 2966 2966 184516 0 184516 0 184516 231211 0 231211 0 231211 184516 0 0 79151 153261 168030 170135 272798 843375 231211 0 0 0 184516 46695 0 0 890070 0 0 0 0 0 0 79151 810919 153261 168030 170135 272798 46695 DORIS SEYRANIAN X A FRIENDLY MANOR CO ST MARY'S CENTER PO BOX 23403 OAKLAND CA 94623 NONE EOF DONATION 3500 A SAFE PLACE PO BOX 23006 OAKLAND CA 94623 NONE EOF DONATION 3500 ASPIRE EDUCATION 4900 SHATTUCK AVENUE 22628 OAKLAND CA 94609 NONE EOF DONATION 4500 BERKELEY FOOD & HOUSING PROJECT 3225 ADELINE STREET BERKELEY CA 94703 NONE EOF DONATION 10500 BEYOND EMANCIPATION 675 HEGENBERGER RD OAKLAND CA 94621 NONE EOF DONATION 5000 CENTER FOR ELDERS INDEPENDENCE 510 -17TH STREET 400 OAKLAND CA 94612 NONE EOF DONATION 6000 CORNERSTONE COMMUNITY DBA BUILDING FUTURES 1840 FAIRWAY DRIVE SAN LEANDRO CA 94577 NONE EOF DONATION 9000 CRISTO REY DE LA SALLE EBHS 1530 - 34TH AVENUE OAKLAND CA 94601 NONE EOF DONATION 7500 CYCLES OF CHANGE 1246 - 23RD AVENUE OAKLAND CA 94606 NONE EOF DONATION 2500 DOROTHY DAY HOUSE PO BOX 12701 BERKELEY CA 94712 NONE EOF DONATION 3000 EAST BAY SPCA 8323 BALDWIN STREET OAKLAND CA 94621 NONE EOF DONATION 7500 FRIENDSHIP HOUSE 56 JULIAN AVENUE SAN FRANCISCO CA 94103 NONE EOF DONATION 3500 GRATEFUL GATHERINGS 1528 WEBSTER STREET 2 OAKLAND CA 94612 NONE EOF DONATION 5000 INNER WHEEL 977 KENYON AVENUE SAN LEANDRO CA 94577 NONE EOF DONATION 11000 LEGAL ASSISTANCE FOR SENIORS 333 HEGENBERGER RD 850 OAKLAND CA 94621 NONE EOF DONATION 7500 LUMEN CHRISTI ACADEMIES 2121 HARRISON STREET OAKLAND CA 94612 NONE EOF DONATION 5220 MERCY BROWN BAG 3431 FOOTHILL BLVD OAKLAND CA 94601 NONE EOF DONATION 6500 NATIVE AMERICAN HEALTH CENTER 2920 INTERNATIONAL BLVD OAKLAND CA 94601 NONE EOF DONATION 5000 OAKLAND CATHOLIC WORKER 4848 INTERNATIONAL BLVD OAKLAND CA 94601 NONE EOF DONATION 18000 OAKLAND ELIZABETH HOUSE 6423 COLBY STREET OAKLAND CA 94618 NONE EOF DONATION 16500 OPERATION DIGNITY 3850 SAN PABLO AVENUE 102 EMERYVILLE CA 94608 NONE EOF DONATION 10500 ORAL LEE BROWN FOUNDATION 9901 MACARTHUR BLVD OAKLAND CA 94605 NONE EOF DONATION 2500 PROJECT JOYBELLS OF CATHOLIC CHARITIES 433 JEFFERSON STREET OAKLAND CA 94607 NONE EOF DONATION 3500 PROVIDENCE HOUSE OAKLAND 540 - 23RD STREET OAKLAND CA 94612 NONE EOF DONATION 6500 SIDE BY SIDEREAL ALTERNATIVE 22245 MAIN STREET 200 HAYWARD CA 94541 NONE EOF DONATION 10000 ST MARY'S CENTER 925 BROCKHURST STREET OAKLAND CA 94608 NONE EOF DONATION 3000 STAGEBRIDGE 2501 HARRISON STREET OAKLAND CA 94612 NONE EOF DONATION 7500 STEP SAMARITAN NEIGHBORHOOD CENTER 534 22ND STREET OAKLAND CA 94612 NONE EOF DONATION 7500 SWORDS TO PLOWSHARES 2719 TELEGRAPH AVENUE OAKLAND CA 94612 NONE EOF DONATION 13000 YOUTH ALIVE 3300 ELM STREET OAKLAND CA 94609 NONE EOF DONATION 7500 212220 0 14 8960 14 114897 14 149416 0 273273 0 273273 0 0 0 0 0 0 0 0 0 0 X X 1 CARL A BERGARD REVOCABLE TRUST OF 2001 626 61ST STREET OAKLAND CA 94609 2905476 X PROFESSIONAL FEES 8500 2125 6375 4180924 4180924 AT COST 690677 690677 BANK FEES 30 0 30 BROKERAGE 54114 54114 0 DUES 765 191 574 INSURANCE 1200 300 900 STATE FEE 21 5 16 STIPENDS 4050 0 4050 TELEPHONE 490 0 490 OFFICE EXPENSE 248 0 248 NET UNREALIZED GAINS OR LOSSES ON INVESTMENTS 636612 LEGAL, CONSULTING 8410 2102 6308 TAXES 1086 1086 0