2025-11-14T12:40:27-06:00 2024-12-31 941239084 ATHERTON & ASSOCIATES LLP PO BOX 4339 MODESTO CA 953524339 990PF 2024-01-01 770523640 BERRY FAMILY FOUNDATION C/O ANN PHILLIPS BERR 5596366498 1749 SOUTH AUGUSTA COURT VISALIA CA 93277 ANN BERRY PHILLIPS SECRETARY 5596366498 2025-11-12 1 1 JACQUELYN HOWELL P01327223 2095774800 X 2024 2025-03-06 01:10:19Z X 3412043 X X 118 118 44703 44703 821765 1222429 821765 18 0 866604 866586 0 0 0 2600 0 0 19904 19904 0 1913 769 0 75 75 0 24492 20748 0 143000 143000 167492 20748 143000 699112 845838 28127 357086 357086 1139268 1509421 3054957 1167395 1866507 3412043 35 35 35 35 X 938319 938319 0 0 229041 928153 1167360 1866472 1167395 1866507 1167360 699112 0 1866472 0 1866472 BERKSHIRE HATHAWAY CL B P 2023-01-01 2024-12-31 749923 130026 619897 619897 CORE LABORATORIES F P 2023-01-01 2024-12-31 7889 11761 -3872 -3872 CIMAREX ENERGY CO P 2023-01-01 2024-12-31 29092 11643 17449 17449 ENSTAR GROUP LTD P 2023-01-01 2024-12-31 69694 51565 18129 18129 GENCO SHIPPING & TRADING F P 2023-01-01 2024-12-31 14350 9983 4367 4367 PATTERSON UTI ENERGY INC P 2023-01-01 2024-12-31 22943 39957 -17014 -17014 RPC INC P 2023-01-01 2024-12-31 53211 32860 20351 20351 WR BERKLEY CORP P 2023-01-01 2024-12-31 82395 10818 71577 71577 WHITE MOUNTAINS INS P 2023-01-01 2024-12-31 83200 19408 63792 63792 GOTHAM ENHANCED RETURN P 2023-01-01 2024-12-31 107663 82643 25020 25020 GOTHAM ENHANCED RETURN P 2023-12-31 2024-12-31 2069 2069 2069 821765 11757 0 11757 0 11757 1520 0 0 0 1520 0 10237 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 1749 AUGUSTA CT VISALIA CA 93277 PRESIDENT, CFO, & DIRECTOR 1.00 0 0 0 SUSAN B BERRY 1749 AUGUSTA CT VISALIA CA 93277 VICE-PRESIDENT & DIRECTOR 1.00 0 0 0 ANN BERRY PHILLIPS 1749 AUGUSTA CT VISALIA CA 93277 SECRETARY & DIRECTOR 1.00 0 0 0 DAVID A BERRY 1749 AUGUSTA CT VISALIA CA 93277 DIRECTOR 1.00 0 0 0 NONE 0 NONE 0 0 3381508 34738 0 3416246 0 0 3416246 51244 3365002 168250 168250 11757 11757 156493 0 156493 0 156493 143000 0 143000 156493 142686 0 0 143000 142686 0 0 314 0 0 0 0 0 0 0 0 156179 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 3000 CATHOLIC RELIEF SERVICES 228 WEST LEXINGTON STREET BALTIMORE MD 21201 NONE RELIGIOUS ORGANIZATI HELPING THE POOR 10000 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 FEEDING AMERICA 161 NORTH CLARK STREET SUITE 700 CHICAGO IL 60601 NONE PUBLIC CHARITY FOOD FOR THE POOR 5000 GREY BEARS 2710 CHANTICLEER AVE SANTA CRUZ CA 95065 NONE PUBLIC CHARITY FOOD FOR THE POOR 10000 IBM GLOBAL PO BOX 607 NASHUA NH 03061 NONE PUBLIC CHARITY MISSIONS AGENCY 2000 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 10000 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 JOSEPH'S CATHOLIC COMMUNITY CHURCH 435 MONTEREY AVENUE CAPITOLA CA 95010 NONE RELIGIOUS ORGANIZATI SUPPORT OF CATHOLIC MINISTRIES 10000 ST VINCENT DE PAUL MINISTRY 709 J STREET MODESTO CA 95354 NONE RELIGIOUS ORGANIZATI FOOD AND CLOTHING FOR THE POOR 8000 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 10000 VISALIA RESCUE MISSION 741 N SANTA FE STREET VISALIA CA 93292 NONE PUBLIC CHARITY FOOD, CLOTHING AND SHELTER FOR THE POOR 5000 JACOB'S HEART 567 AUTO CENTER DRIVE WATSONVILLE CA 95076 NONE PUBLIC CHARITY CHILDREN'S CANER SUPPORT SERVICES 10000 HAWAII CATHOLIC FOUNDATION SACRED HEART RELIEF HEART PO BOX 1450 KIHEI HI 96753 NONE RELIGIOUS ORGANIZATI SUPPORT OF CATHOLIC EDUCATION 10000 143000 0 14 118 14 44703 18 821765 MISCELLANEOUS INCOME 01 18 0 866604 0 866604 0 0 0 0 0 0 0 0 0 0 ACCOUNTING 2600 0 0 EQUITIES FMV 1307497 2853984 MUTUAL AND BOND FUNDS FMV 162494 169304 OTHER ASSETS FMV 39430 31669 FILING FEES 75 75 0 MISCELLANEOUS INCOME 18 18 INVESTMENT FEES 19904 19904 0 FOREIGN TAXES 767 769 0 INCOME TAX 1146 0 0