2018-11-15T10:29:34-06:00 2017-12-31 941239084 ATHERTON & ASSOCIATES LLP PO BOX 4339 MODESTO CA 953524339 990PF 2017-01-01 770523640 BERRY FAMILY FOUNDATION C/O ANN PHILLIPS BERR 5596366498 1749 S AUGUSTA CT VISALIA CA 93277 ANN BERRY PHILLIPS SECRETARY 5596366498 2018-11-14 1 JANET PELTON P00141783 2095774800 X 63.131.236.90 2018-11-14 10:40:25 PS P EAD9347BE62047C217EE222DE6E6EA356E4E1A75 400DF22DF712661654E676DF51580881B0EE3C37 2017 2019-02-21 02:37:17Z X 2624715 X X 22778 22778 4828 103978 4828 27606 27606 0 0 0 15011 15011 0 1473 1473 0 36 36 0 16520 16520 0 126040 126040 142560 16520 126040 -114954 11086 52354 9074 9074 1415190 1343516 2615641 1467544 1352590 2624715 0 0 X 938319 938319 0 0 529225 414271 1467544 1352590 1467544 1352590 1467544 -114954 0 1352590 0 1352590 ALLIANCE BERNSTEIN CONTINGENT V P 2007-06-22 2017-01-03 0 0 CISCO SYSTEMS INC: CSCO P 2013-04-29 2017-12-01 56146 30984 25162 25162 DEVON ENERGY CORP: DVN P 2011-05-24 2017-06-26 24793 53402 -28609 -28609 GENERAL AMERICAN INVESTO: GAM P 2007-08-15 2017-12-01 13451 14764 -1313 -1313 CAPITAL GAINS DIVIDENDS P 9588 9588 9588 4828 0 112415 2269025 0.049543 122462 2347033 0.052177 106500 2499234 0.042613 95000 2206236 0.043060 98796 1917805 0.051515 0.238908 0.047782 2496940 119309 111 119420 126040 X 111 0 111 0 111 3077 0 0 3077 0 2966 2966 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 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 2490810 44154 0 2534964 0 0 2534964 38024 2496940 124847 124847 111 111 124736 0 124736 0 124736 126040 0 126040 111 125929 124736 113206 2015 3755 0 126040 113206 3755 0 9079 0 0 0 0 0 0 0 0 115657 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. LIFESONG FOR ORPHANS PO BOX 40 GRIDLEY IL 61744 NONE RELIGIOUS ORGANIZATI SUPPORT OF ORPHAN CHILDREN IN THE COMMUNITY 8000 GOOD SHEPHERD CATHOLIC SCHOOL 2727 MATTISON LANE SANTA CRUZ CA 95065 NONE RELIGIOUS ORGANIZATI SUPPORT OF CATHOLIC EDUCATION 14240 SAINT JOSEPH'S CATHOLIC COMMUNITY 435 MONTEREY AVE CAPITOLA CA 95010 NONE RELIGIOUS ORGANIZATI SUPPORT OF CATHOLIC MUSIC MINISTRIES 800 THE CATHOLIC SCHOOL OF VISALIA GEORGE MCCANN MEMORIAL CAMPUS 200 E RACE AVE VISALIA CA 93291 NONE RELIGIOUS ORGANIZATI SUPPORT OF CATHOLIC EDUCATION 5000 CATHOLIC RELIEF SERVICES 228 W LEXINGTON STREET BALTIMORE MD 21201 NONE RELIGIOUS ORGANIZATI SUPPORT OF CATHOLIC RELIEF EFFORTS 5000 AMERICAN RED CROSS 431 18TH STREET NW WASHINGTON DC 20006 NONE PUBLIC CHARITY FOOD, CLOTHING AND SHELTER 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 15000 CENTRAL CATHOLIC HIGH SCHOOL 200 S CARPENTER RD MODESTO CA 95351 NONE RELIGIOUS ORGANIZATI SUPPORT OF CATHOLIC EDUCATION 7000 COMMUNITY BRIDGES 236 SANTA CRUZ AVE APTOS CA 95003 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 VINCENT DE PAUL MINISTRY 709 J STREET MODESTO CA 95354 NONE RELIGIOUS ORGANIZATI FOOD AND CLOTHING FOR THE POOR 5000 NO KID HUNGRY 1030 15TH STREET NW SUITE 1100 W WASHINGTON DC 20005 NONE PUBLIC CHARITY FOOD FOR CHILDREN 5000 BETHLEHEM CENTER 1638 N DINUBA BLVD VISALIA CA 93291 NONE RELIGIOUS ORGANIZATI FOOD AND CLOTHING FOR THE POOR 3000 UNITED SAMARITANS FOUNDATION 220 SOUTH BROADWAY TURLOCK CA 95380 NONE PUBLIC CHARITY FOOD FOR THE POOR 5000 SECOND HARVEST FOOD BANK 800 OHLONE PARKWAY WATSONVILLE CA 95076 NONE PUBLIC CHARITY FOOD FOR THE POOR 5000 AMAZING SURF ADVENTURES PO BOX 1581 SAN LUIS OBISPO CA 93406 NONE PUBLIC CHARITY SUPPORT OF DISABLED VETERANS 5000 GREY BEARS 2710 CHANTICLEER AVE SANTA CRUZ CA 95065 NONE PUBLIC CHARITY FOOD FOR THE POOR 3000 THE SALVATION ARMY PO BOX 2721 VISALIA CA 93279 NONE PUBLIC CHARITY FOOD AND CLOTHING FOR THE POOR 3000 VOLUNTEER CENTER OF SANTA CRUZ COUNTY 1740 17TH AVE SANTA CRUZ CA 95062 NONE PUBLIC CHARITY SUPPORT OF VOLUNTEER ACTIVITIES 2000 CAL POLY H CACCIA STUDENT TECH FUND 1 GRAND AVE SAN LUIS OBISPO CA 93407 NONE PUBLIC CHARITY SUPPORT OF MECHANICAL ENGINEERING EDUCATION 5000 126040 0 14 22778 18 4828 0 27606 0 27606 0 0 0 0 0 0 0 0 0 0 THE FOUNDATION IS MAKING AN ELECTION UNDER SECTION 53.4942(A)-3 SUBPARAGRAPH (D)(2) THAT A PORTION OF THE 2017 QUALIFYING DISTRIBUTION IS MADE OUT OF THE UNDISTRIBUTED INCOME OF THE 2015 TAXABLE YEAR. EQUITIES FMV 1107964 2372671 MUTUAL AND BOND FUNDS FMV 186941 212870 OTHER ASSETS FMV 48611 30100 FILING FEES 36 36 0 INVESTMENT FEES 15011 15011 0 FOREIGN TAXES 346 346 0 INCOME TAX 1127 1127 0