2020-07-13T14:29:22-05:00 2019-12-31 941239084 ATHERTON & ASSOCIATES LLP PO BOX 4339 MODESTO CA 953524339 990PF 2019-01-01 770523640 BERRY FAMILY FOUNDATION C/O ANN PHILLIPS BERR 5596366498 1749 S AUGUSTA CT VISALIA CA 93277 ANN BERRY PHILLIPS SECRETARY 5596366498 2020-07-01 1 JACQUELYN HOWELL P01327223 2095774800 40.78.20.117 2020-07-01 13:27:13 PD P AA4754A7C66D45AA15D6CE8B9DF6349192B50C3A 419D865F74232CCBCCAD33BAEF513083C78AEE62 2019 2021-04-22 16:20:28Z X 2445995 X X 43 43 24876 24876 114750 195043 114750 139669 139669 0 0 0 1990 0 0 14113 14113 0 304 304 0 35 35 0 16442 14452 0 123215 123215 139657 14452 123215 12 125217 15944 78118 78118 1276902 1214740 2367877 1292846 1292858 2445995 35 35 35 35 X 938319 938319 0 0 354492 354504 1292811 1292823 1292846 1292858 1292811 12 0 1292823 0 1292823 GOTHAM ENHANCED RETURN P 2018-12-13 2019-07-02 2000 1854 146 146 SPECTRUM BRANDS HLDG P 2019-10-11 2019-10-11 4 4 0 0 GENERAL AMERICAN INVESTO P 2008-12-01 2019-12-19 62933 26714 36219 36219 MCDERMOTT INTL INC P 2014-11-04 2019-09-26 536 15912 -15376 -15376 MICROSOFT CORP P 2010-09-10 2019-07-10 90931 14315 76616 76616 SOURCE CAPITAL CF P 2010-01-21 2019-12-19 19300 21494 -2194 -2194 CAPITAL GAINS DIVIDENDS P 19339 19339 19339 114750 0 115930 2512039 0.046150 125929 2496940 0.050433 112415 2269025 0.049543 122462 2347033 0.052177 106500 2499234 0.042613 0.240916 0.048183 2348379 113152 1252 114404 123215 X 1252 0 1252 0 1252 1789 0 0 1789 X 0 537 537 0 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 1 2018 1 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 2366736 17405 0 2384141 0 0 2384141 35762 2348379 117419 117419 1252 1252 116167 0 116167 0 116167 123215 0 123215 1252 121963 116167 124152 0 0 123215 123215 0 0 0 0 0 0 0 0 0 0 937 116167 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. BOYS AND GIRLS CLUBS OF STANISLAUS COUNTY INC PO BOX 3349 MODESTO CA 95353 NONE PUBLIC CHARITY SUPPORT OF CHILDREN IN THE COMMUNITY 10000 AMAZING SURF ADVENTURES PO BOX 1581 SAN LUIS OBISPO CA 93406 NONE PUBLIC CHARITY SUPPORT OF DISABLED VETERANS 5000 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 10000 CAL POLY H CACCIA STUDENT TECH FUND 1 GRAND AVE SAN LUIS OBISPO CA 93407 NONE PUBLIC CHARITY SUPPORT OF MECHANICAL ENGINEERING EDUCATION 5000 CENTRAL CATHOLIC HIGH SCHOOL 200 S CARPENTER RD MODESTO CA 95351 NONE RELIGIOUS ORGANIZATI SUPPORT OF CATHOLIC EDUCATION 10000 COMMUNITY BRIDGES 1777-A CAPITOLA ROAD SANTA CRUZ CA 95062 NONE PUBLIC CHARITY FOOD FOR THE POOR 10000 GOOD SHEPHERD CATHOLIC SCHOOL 2727 MATTISON LANE SANTA CRUZ CA 95065 NONE RELIGIOUS ORGANIZATI SUPPORT OF CATHOLIC EDUCATION 18215 GREY BEARS 2710 CHANTICLEER AVE SANTA CRUZ CA 95065 NONE PUBLIC CHARITY FOOD FOR THE POOR 5000 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 5000 THE SALVATION ARMY 1501 W MAIN STREET VISALIA CA 93291 NONE PUBLIC CHARITY FOOD AND CLOTHING FOR THE POOR 5000 UNITED SAMARITANS FOUNDATION 220 SOUTH BROADWAY TURLOCK CA 95380 NONE PUBLIC CHARITY FOOD FOR THE POOR 5000 123215 0 14 43 14 24876 18 114750 0 139669 0 139669 0 0 0 0 0 0 0 0 0 0 ACCOUNTING 1990 0 0 EQUITIES FMV 960249 2133301 MUTUAL AND BOND FUNDS FMV 215061 214657 OTHER ASSETS FMV 39430 19919 FILING FEES 35 35 0 INVESTMENT FEES 14113 14113 0 FOREIGN TAXES 304 304 0