2025-04-28T17:53:16-05:00 2024-12-31 814234542 BPM LLP 10 ALMADEN BOULEVARD SUITE 1000 SAN JOSE CA 951132238 990PF 2024-01-01 462041014 ELIZABETH E BETTELHEIM FAMILY FOUNDATION ELIZ 5105285166 30 RINCON ROAD KENSINGTON CA 947071026 ANN E BETTELHEIM EXECUTIVE DIRECTOR 5105285166 2025-04-28 1 1 TAMARA L MCINERNEY P00011797 4089616300 2025-04-28 2024 2025-03-06 01:10:19Z X 4208752 X 0 X 1832 1832 72576 72576 245881 1655770 245881 320289 320289 63000 15750 47250 270 0 270 6520 3260 3260 35520 34533 0 9609 6472 3095 430 0 31292 2399 28893 146641 62414 82768 285000 285000 431641 62414 367768 -111352 257875 154497 164040 164040 66494 67605 67605 2743018 3106121 3106121 1163693 870771 870771 10252 10037 645 215 215 4128347 4208752 4208752 0 0 X 4128347 4208752 4128347 4208752 4128347 4208752 4128347 -111352 191757 4208752 0 4208752 PUBLICLY TRADED SECURITIES 2016-12-05 2024-12-31 1650408 1409889 240519 240519 CAPITAL GAINS DIVIDENDS P 5362 5362 5362 245881 3584 0 3584 0 3584 8678 0 0 0 8678 0 5094 5094 0 0 0 0 0 0 0 0 0 0 0 0 1 CA 1 0 0 0 0 1 WWW.ELIZABETHBETTELHEIMFOUNDATION.ORG ANN E BETTELHEIM 5105285166 30 RINCON ROAD KENGSINGTON CA 947071026 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 ANN E BETTELHEIM 30 RINCON ROAD KENSINGTON CA 94707 EXECUTIVE DIRECTOR & TREASURER 35.00 51000 0 0 CARLA S CONDON 30 RINCON ROAD KENSINGTON CA 94707 PRESIDENT 3.00 3000 0 0 SHARON O ROSSI 30 RINCON ROAD KENSINGTON CA 94707 SECRETARY 2.00 3000 0 0 CATHERINE C BRENT 30 RINCON ROAD KENSINGTON CA 94707 DIRECTOR 2.00 3000 0 0 ANN M ONGERTH 30 RINCON ROAD KENSINGTON CA 94707 DIRECTOR 2.00 3000 0 0 NONE 0 NONE 0 0 4138952 156449 0 4295401 0 0 4295401 64431 4230970 211549 211549 3584 3584 207965 0 207965 0 207965 367768 0 367768 207965 0 0 254780 289303 63941 608024 367768 0 0 0 207965 159803 0 0 767827 0 0 0 0 0 0 0 767827 254780 289303 63941 159803 X ADLTO HELP FUND ARCPROGRAM 605 THIRD AVENUE NEW YORK NY 10158 NONE PC ADL TO HELP FIGHT ANTI-SEMITISM ON COLLEGE CAMPUSES 15000 AGE FRIENDLY SOLUTIONS 5132 PARADISE DR CORTE MADERA CA 94925 NONE PC PROGRAMS 5000 ALBANY ARMADA AQUATICS PO BOX 5479 RICHMOND CA 94805 NONE PC EQUIPMENT AND SUPPLIES FOR ALBANY SWIMMERS 20000 ALBANY MUSIC FUND 1164 SOLANO AVENUE 150 ALBANY CA 94706 NONE PC SUPPORT MUSIC FOR ALBANY CA SCHOOLS 10000 ALPHA EPSILON PHI FOUNDATION 6510 TELECOM DRIVE SUITE 200 INDIANAPOLIS IN 462786030 NONE PC IN HONOR OF HELEN SAMUELS DILLER 35000 CAMP ALONIM TOWARRDS JORDAN SCHWERIN MEMORIAL SCHOLARSHIP 15600 MULHOLLAND DRIVE LOS ANGELES CA 90007 NONE PC AMERICAN JEWISH UNIVERSITY 5000 CHABAD OF EL CERRITO 704 MIDCREST WAY EL CERRITO CA 94530 NONE PC ELEMENTARY SCHOOL PROGRAMS 25000 DEN COLLECTIVE 8215 OLD GEORGETOWN RD BETHESDA MD 20814 NONE PC OFFERS JEWISH EXPERIENCE CO-CURATED WITH PEOPLE THROUGHOUT THE GREATER DC AREA 5000 DIAVOLO DANCE THEATER 616 MOULTON AVE LOS ANGELES CA 90031 NONE PC DANCE COMPANY MERING ARCHITECTURE AND DANVE 30000 EAST BAY CHILDREN'S PROJECT 2501 HARRISON STREET OAKLAND CA 94612 NONE PC BOOKS FOR CHILDREN 5000 J MAGAZINE PO BOX 192604 SAN FRANCISCO CA 941192604 NONE PC THE JEWISH NEWS OF NORTHERN CALIFORNIA 10000 JEW GEN EDMOND J SAFRA PLAZA 36 BATTERY PLACE NEW YORK NY 10280 NONE PC PROGRAMS 15000 KASEP 59 ARLINGTON AVE KENSINGTON CA 94707 NONE PC RECREATIONAL PROGAMS FOR CHILDREN 15000 OAKLAND ZOO PO BOX 5238 OAKLAND CA 94605 NONE PC CONVERSATION SOCIETY OF CALIFORNIA 5000 RITTER CENTER FOR THEIR SAFETY NET PROGRAM 16 RITTER ST SAN RAFAEL CA 94901 NONE PC PROVIDING INTEGRATED HEALTHCARE FOR THOSE IN NEED 25000 SCHURIG CENTER FOR BRAIN INJURY RECOVERY 1132 MAGNOLIA AVE LARKSPUR CA 94939 NONE PC SUPPORT AT HOME FOR BRAIN INJURY PATIENTS AND THEIR CAREGIVERS. 5000 SONRISE EQUESTRIAN FOUNDATION PO BOX 3097 DANVILLE CA 94526 NONE PC DEDICATED TO IMPOVING LIVES OF CHILDREN WITH SPECIAL NEEDS THROUGH THERAPEUTIC HORSE AND RANCH ACTIVITIES 10000 STAND WITH US SEND TO LA FILE 2215 1801 W OLYMPIC BLVD PASADENA CA 911992215 NONE PC SUPPORTING ISRAEL AND FIGHTING ANTISEMITISM IN COLLEGES 5000 THE DEYOUNG MUSEUMS 50 HAGIWARA TEA GARDEN DR SAN FRANCISCO CA 94118 NONE PC CHILDREN'S PROGRAM 10000 THE HELEN DILLER INSTITUTE FOR JEWISH LAW AND ISRAEL STUDIES AT UCB 1995 UNIVERSITY BERKELEY CA 947041058 NONE PC HELEN DILLER INSTITUE MAKE CHECK TO UC BERKELEY FOUNDATION FUND FU1046000 15000 USA SWIMMING FOUNDATION 1 OLYMPIC PLZ COLORADO SPRINGS CO 809095780 NONE PC NATIONAL GOVERNING BODY FOR THE SPORT OF SWIMMING IN USA & RESOURCES TO SUPPORT ATHLETES COACHES & CLUBS 15000 285000 0 14 1832 14 72576 18 245881 0 320289 0 320289 0 0 0 0 0 0 0 0 0 0 ACCOUNTING FEES 6520 3260 3260 COMPUTER EQUIPMENT 2014-06-24 2385 2385 200DB 5.000000000000 0 0 COMPUTER EQUIPMENT 2020-02-20 3732 3087 200DB 5.000000000000 430 0 STOCKS 3106121 3106121 AMERICAN CENTURY FDS FMV 122337 122337 INVESCO LTD FMV 375244 375244 T ROWE PRICE REAL EST FMV 154945 154945 HARBOR FMV 201078 201078 FEDERATED HERMES FMV 17167 17167 COMPUTER EQUIPMENT 2385 2385 0 SOFTWARE 2149 2149 0 SOFTWARE 1986 1986 0 COMPUTER EQUIPMENT 3732 3517 215 LEGAL FEES 270 0 270 BOOKS, SUBSCRIPTIONS, AND REFERENCE 5315 0 5315 POSTAGE & SHIPPING 246 0 246 SOFTWARE 8918 892 8026 SUPPLIES 2209 221 1988 TELEPHONE, TELECOMMUNICATIONS 8639 864 7775 PROFESSIONAL ORGANIZATIONS 429 43 386 INSURANCE 3550 355 3195 TRAVEL AND MEETINGS 238 24 214 STORAGE AND SECURITY 1748 0 1748 UNREALIZED GAIN 191757 INVESTMENT MANAGEMENT FEES 35520 34533 0 FOREIGN TAX 5503 5503 0 STATE REGISTRATION FEES/TAX 189 0 189 FEDERAL EXCISE TAX 42 0 0 PAYROLL TAX 3875 969 2906