2022-11-14T10:47:15-06:00 2021-12-31 941239084 ATHERTON & ASSOCIATES LLP PO BOX 4339 MODESTO CA 953524339 990PF 2021-01-01 770523640 BERRY FAMILY FOUNDATION C/O ANN PHILLIPS BERR 5596366498 1749 S AUGUSTA CT VISALIA CA 93277 ANN BERRY PHILLIPS SECRETARY 5596366498 2022-11-14 1 ANN BERRY PHILLIPS 999009999 JACQUELYN HOWELL P01327223 2095774800 X 3 AAL1 IAL1 2021 2022-09-23 18:48:47Z X 2618447 X X 1 1 27552 27552 83118 137179 83118 110671 110671 0 0 0 2075 0 0 14730 14730 0 501 456 0 25 25 0 17331 15211 0 103100 103100 120431 15211 103100 -9760 95460 1742 17703 17703 1201328 1175607 2600744 1203070 1193310 2618447 35 35 35 35 X 938319 938319 0 0 264716 254956 1203035 1193275 1203070 1193310 1203035 -9760 0 1193275 0 1193275 BERKSHIRE HATHAWAY CLASS B P 2007-09-26 2021-01-28 2333 779 1554 1554 BERKSHIRE HATHAWAY CLASS B P 2007-09-26 2021-05-21 1149 312 837 837 BERKSHIRE HATHAWAY CLASS B P 2007-09-26 2021-12-21 83646 22194 61452 61452 COTERRA ENERGY INC P 2007-06-22 2021-10-04 10 4 6 6 JOHNSON & JOHNSON P 2009-10-28 2021-10-22 6560 2398 4162 4162 NOW INC P 2017-06-26 2021-10-27 11840 24710 -12870 -12870 W R BERKLEY CORP P 2010-12-03 2021-07-19 15062 3664 11398 11398 CAPITAL GAINS DIVIDENDS P 16579 16579 16579 83118 1327 0 1327 0 1327 886 0 0 0 886 X 0 441 0 0 0 0 0 0 0 0 0 0 1 1 CA 1 0 0 0 0 1 N/A ANN BERRY PHILLIPS 2095774800 PO BOX 4339 MODESTO CA 95352 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 SCOTT W BERRY PO BOX 4339 MODESTO CA 95352 PRESIDENT, CFO, & DIRECTOR 1.00 0 0 0 SUSAN B BERRY PO BOX 4339 MODESTO CA 95352 VICE-PRESIDENT & DIRECTOR 1.00 0 0 0 ANN BERRY PHILLIPS PO BOX 4339 MODESTO CA 95352 SECRETARY & DIRECTOR 1.00 0 0 0 DAVID A BERRY PO BOX 4339 MODESTO CA 95352 DIRECTOR 1.00 0 0 0 NONE 0 NONE 0 0 2507788 9438 0 2517226 0 0 2517226 37758 2479468 123973 123973 1327 1327 122646 0 122646 0 122646 103100 0 103100 122646 101235 0 0 103100 101235 0 0 1865 0 0 0 0 0 0 0 0 120781 0 0 0 ANN BERRY PHILLIPS PO BOX 4339 MODESTO CA 95352 2095774800 UNSOLICITED 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. REQUESTS MUST BE SUBMITTED NO LATER THAN SEPTEMBER 30 FOR THE FOLLOWING CALENDAR YEAR. REQUESTS 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. BETHLEHEM CENTER 1638 N DINUBA BLVD VISALIA CA 93291 NONE RELIGIOUS ORGANIZATI FOOD AND CLOTHING FOR THE POOR 5000 BOYS AND GIRLS CLUBS OF SANTA CRUZ COUNTY 543 CENTER STREET SANTA CRUZ CA 95060 NONE PUBLIC CHARITY SUPPORT OF CHILDREN IN THE COMMUNITY 12000 CATHOLIC RELIEF SERVICES 228 WEST LEXINGTON STREET BALTIMORE MD 21201 NONE RELIGIOUS ORGANIZATI HELPING THE POOR 5000 CENTRAL CATHOLIC HIGH SCHOOL 200 S CARPENTER RD MODESTO CA 95351 NONE RELIGIOUS ORGANIZATI SUPPORT OF CATHOLIC EDUCATION 5000 COMMUNITY BRIDGES 1777-A CAPITOLA ROAD SANTA CRUZ CA 95062 NONE PUBLIC CHARITY FOOD FOR THE POOR 10000 FEEDING AMERICA 161 NORTH CLARK STREET SUITE 700 CHICAGO IL 60601 NONE PUBLIC CHARITY FOOD FOR THE POOR 5000 GOOD SHEPHERD CATHOLIC SCHOOL 2727 MATTISON LANE SANTA CRUZ CA 95065 NONE RELIGIOUS ORGANIZATI SUPPORT OF CATHOLIC EDUCATION 14600 GREY BEARS 2710 CHANTICLEER AVE SANTA CRUZ CA 95065 NONE PUBLIC CHARITY FOOD FOR THE POOR 5000 IBM GLOBAL PO BOX 607 NASHUA NH 03061 NONE PUBLIC CHARITY MISSIONS AGENCY 1000 NO KID HUNGRY 1030 15TH STREET NW SUITE 1100 W WASHINGTON DC 20005 NONE PUBLIC CHARITY FOOD FOR CHILDREN 5000 SECOND HARVEST FOOD BANK 800 OHLONE PARKWAY WATSONVILLE CA 95076 NONE PUBLIC CHARITY FOOD FOR THE POOR 5000 SISTERS OF THE CROSS OF THE SACRED HEART OF JESUS 1320 MAZE BLVD MODESTO CA 95351 NONE RELIGIOUS ORGANIZATI SUPPORT OF CATHOLIC MINISTRIES 5000 ST FRANCIS CATHOLIC KITCHEN 205 MORA STREET SANTA CRUZ CA 95060 NONE RELIGIOUS ORGANIZATI FOOD FOR THE HUNGRY 10000 ST VINCENT DE PAUL MINISTRY 709 J STREET MODESTO CA 95354 NONE RELIGIOUS ORGANIZATI FOOD AND CLOTHING FOR THE POOR 5000 THE CATHOLIC SCHOOL OF VISALIA GEORGE MCCANN MEMORIAL CAMPUS 200 E RACE AVE VISALIA CA 93291 NONE RELIGIOUS ORGANIZATI SUPPORT OF CATHOLIC EDUCATION 5500 THE SALVATION ARMY 1501 W MAIN STREET VISALIA CA 93291 NONE PUBLIC CHARITY FOOD AND CLOTHING FOR THE POOR 5000 103100 0 14 1 14 27552 18 83118 0 110671 0 110671 0 0 0 0 0 0 0 0 0 0 ACCOUNTING 2075 0 0 EQUITIES FMV 903944 2317870 MUTUAL AND BOND FUNDS FMV 231640 257182 OTHER ASSETS FMV 40023 25692 FILING FEES 25 25 0 INVESTMENT FEES 14730 14730 0 FOREIGN TAXES 456 456 0 INCOME TAX 45 0 0