2017-11-15T11:49:14-06:00 2016-12-31 941239084 ATHERTON & ASSOCIATES LLP PO BOX 4339 MODESTO CA 953524339 990PF 2016-01-01 770523640 BERRY FAMILY FOUNDATION C/O ANN PHILLIPS BERR 5596366498 1749 S AUGUSTA CT VISALIA CA 93277 ANN BERRY PHILLIPS SECRETARY 5596366498 2017-11-10 1 JANET PELTON P00141783 2095774800 X 208.89.120.251 2017-11-10 08:43:29 PS P 03685C41F2B67117711E7C4A23399187C2ABB053 DB658A82FAC4299F552324F6A1372227CBFFAB5C 2016 2021-01-29 14:40:06Z X 2461241 X X 38486 38486 -58778 170195 0 -20292 38486 0 0 0 1800 0 0 13591 13591 0 389 389 0 21 21 0 15801 14001 0 112660 112660 128461 14001 112660 -148753 24485 4343 52354 52354 1616744 1415190 2408887 1621087 1467544 2461241 4790 0 4790 0 X 938319 938319 0 0 677978 529225 1616297 1467544 1621087 1467544 1616297 -148753 0 1467544 0 1467544 CHESAPEAKE ENERGY CO P 2014-08-15 2016-03-23 13133 76779 -63646 -63646 GOTHAM ENHANCED RETURN FD ISNT P 2014-06-30 2016-08-18 2000 2118 -118 -118 THIRD AVENUE VALUE FUND P 2007-07-10 2016-10-05 137358 150076 -12718 -12718 CAPITAL GAINS DIVIDENDS P 17704 17704 17704 -58778 0 122462 2347033 0.052177 106500 2499234 0.042613 95000 2206236 0.043060 98796 1917805 0.051515 92592 1956006 0.047337 0.236702 0.047340 2269025 107416 245 107661 112660 X 245 0 245 0 245 3322 3322 3077 3077 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 2015 1 0 0 0 0 0 0 0 0 0 0 0 SCOTT W BERRY PO BOX 4339 MODESTO CA 953524339 PRESIDENT, CFO, & DIRECTOR 1.00 0 0 0 SUSAN B BERRY PO BOX 4339 MODESTO CA 953524339 VICE-PRESIDENT & DIRECTOR 1.00 0 0 0 ANN BERRY PHILLIPS PO BOX 4339 MODESTO CA 953524339 SECRETARY & DIRECTOR 1.00 0 0 0 DAVID A BERRY PO BOX 4339 MODESTO CA 953524339 DIRECTOR 1.00 0 0 0 NONE 0 NONE 0 0 2284952 18627 0 2303579 0 0 2303579 34554 2269025 113451 113451 245 245 113206 0 113206 0 113206 112660 0 112660 245 112415 113206 116415 0 0 112660 112660 0 0 0 0 0 0 0 0 0 0 3755 113206 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. GEORGE MCCANN CATHOLIC SCHOOL 200 E RACE AVE VISALIA CA 93291 NONE RELIGIOUS ORGANIZATI SUPPORT OF CATHOLIC EDUCATION 4000 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 11000 AMERICAN RED CROSS CENTRAL VALLEY 1300 W SHAW AVENUE SUITE 4B FRESNO CA 93711 NONE PUBLIC CHARITY FOOD, CLOTHING AND SHELTER FOR THE POOR 5000 CENTRAL CATHOLIC HIGH SCHOOL 200 S CARPENTER RD MODESTO CA 95351 NONE RELIGIOUS ORGANIZATI SUPPORT OF CATHOLIC MINISTRIES 7000 GOOD SHEPHERD CATHOLIC SCHOOL 2727 MATTISON LANE SANTA CRUZ CA 95065 NONE RELIGIOUS ORGANIZATI SUPPORT OF CATHOLIC EDUCATION 18660 MEALS ON WHEELS AMERICA 413 N LEE STREET ALEXANDRIA VA 22314 NONE PUBLIC CHARITY FOOD FOR THE POOR 10000 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 SACRED CROSS 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 PUBLIC CHARITY 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 UNITED SAMARITANS 220 SOUTH BROADWAY TURLOCK CA 95380 NONE PUBLIC CHARITY FOOD FOR THE POOR 10000 AMAZING SURF ADVENTURES 898 TORO ST SAN LUIS OBISPO CA 93401 NONE PUBLIC CHARITY SUPPORT FOR CHILDREN 1000 SAINT JOSEPH'S CATHOLIC COMMUNITY 435 MONTEREY AVE CAPITOLA CA 95010 NONE RELIGIOUS ORGANIZATI SUPPORT OF CATHOLIC MUSIC MINISTRIES 10000 FOCUS 603 PARK POINT DRIVE SUITE 200 GENESEE CO 80401 NONE PUBLIC CHARITY SUPPORT COLLEGE STUDENTS 1000 112660 0 14 38486 18 -58778 0 -20292 0 -20292 0 0 0 0 0 0 0 0 0 0 ACCOUNTING 1800 0 0 EQUITIES FMV 1182404 2200340 MUTUAL AND BOND FUNDS FMV 184175 183197 OTHER ASSETS FMV 48611 25350 MISCELLANEOUS 21 21 0 CASH OVERDRAFT 4790 0 INVESTMENT FEES 13591 13591 0 FOREIGN TAXES 314 314 0 INCOME TAX 75 75 0