2021-05-05T13:42:57-05:00 2020-12-31 814234542 BPM LLP 4200 BOHANNON DRIVE SUITE 250 MENLO PARK CA 940251021 990PF 2020-01-01 462041014 ELIZABETH E BETTELHEIM FAMILY FOUNDATION ELIZ 5105285166 30 RINCON ROAD KENSINGTON CA 947071026 ANN E BETTELHEIM EXECUTIVE DIRECTOR 5105285166 2021-04-26 1 ANN BETTELHEIM 999009999 TAMARA L MCINERNEY P00011797 6508556800 2021-04-26 2 AAL1 IAL1 2020 2022-09-23 18:48:47Z X 5119516 X X 45 45 84673 84673 214270 2477999 214270 298988 298988 63000 15750 47250 1332 0 1332 6441 3221 3220 1293 0 1293 15494 3226 85 746 187 59048 39882 15975 147354 62266 69155 218280 218280 365634 62266 287435 -66646 236722 105297 79078 79078 85195 131722 131722 1143 3663653 4177979 4177979 1024624 726423 726423 10252 6935 1113 3317 3317 0 997 997 4881025 5119516 5119516 0 0 X 4881025 5119516 4881025 5119516 4881025 5119516 4881025 -66646 305137 5119516 0 5119516 PUBLICLY TRADED SECURITIES P 2020-12-31 2476251 2263729 212522 212522 CAPITAL GAIN DISTRIBUTIONS P 2020-12-31 1748 1748 1748 214270 3290 0 3290 0 3290 7500 0 0 0 7500 0 4210 4210 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 33.00 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 4356679 178233 0 4534912 0 0 4534912 68024 4466888 223344 223344 3290 3290 220054 0 220054 0 220054 287435 0 2799 290234 0 290234 220054 70966 0 0 290234 70966 0 0 219268 0 0 0 0 0 0 0 0 786 0 0 0 X AGE-FRIENDLY SOLUTIONS 5132 PARADISE DRIVE CORTE MADERA CA 94925 NONE PC PROGRAMS 10000 AMERICAN ASSOCIATION OF UNIVERSITY WOMAN 74 OVERHILL ROAD ORINDA CA 94563 NONE PC FUND THE AMERICAN ASSOCIATION OF UNIVERSITY WOMEN(AAUW)ORINDA MORAGA LAFAYETTE (OML) BRANCH 3280 AUDUBON CANYON RANCH PO BOX 577 STINSON BEACH CA 94970 NONE PC AUDUBON CANYON RANCH 10000 BAY AREA WOMEN'S SPORT INITIATIVE 1922 THE ALAMEDA SUITE 420 SAN JOSE CA 95126 NONE PC PROGRAMS 5000 BUCKELEW PROGRAMS 1401 LOS GAMOS DRIVE SUITE 240 SAN RAFAEL CA 94903 NONE PC HELEN VINE RECOVERY CENTER 10000 CALIFORNIA HISTORICAL SOCIETY 678 MISSION STREET SAN FRANCISCO CA 94105 NONE PC PROGRAMS 25000 CHABAD OF EL CERRITO 7422 SEAVIEW PL EL CERRITO CA 94530 NONE PC PROGRAMS 20000 FAIRYLAND OAKLAND 699 BELLEVUE AVE OAKLAND CA 94610 NONE PC PROGRAMS 15000 JEWISH FAMILY SERVICES OF THE EAST BAY 2484 SHATTUCK AVE SUITE 210 BERKELEY CA 94704 NONE PC JFCS BAY 365 CAMPAIGN 20000 JEWISH GENEALOGY EDMOND J SAFRA PLAZA NEW YORK NY 10280 NONE PC UPDATING DATA BASE AND ACCESS TO ONLINE RESEARCH 20000 OAKLAND ZOO PO BOX 5238 OAKLAND CA 94605 NONE PC PROGRAMS 15000 OUR HOUSE GRIEF SUPPORT CENTER 1663 SAWTELLE BLVD 300 LOS ANGELES CA 90025 NONE PC PROGRAMS 15000 SCHURIG CENTER FOR BRAIN INJURY RECOVERY 1132 MAGNOLIA AVE LAKSPUR CA 94939 NONE PC PROGRAMS 15000 SHE SHOULD RUN 80 M STREET SE FLOOR 1 WASHINGTON DC 20003 NONE PC PROGRAMS 15000 TEMPLE BETH EL CEMETERY 211 BELKNAP PLACE SAN ANTONIO TX 78212 NONE PC TO MAINTAIN AND RESTORE GRAVES IN THE PALMENTO/CROCKETT CEMETARY IN SAN ANTONIO. 20000 218280 0 14 45 14 84673 18 214270 0 298988 0 298988 0 0 0 0 0 0 0 0 0 0 ACCOUNTING FEES 6441 3221 3220 SOFTWARE 2017-03-06 2149 2029 36.000000000000 120 0 2149 SOFTWARE 2018-07-01 1986 993 36.000000000000 662 0 1655 COMPUTER EQUIPMENT 2014-06-24 2385 2385 200DB 5.000000000000 0 0 COMPUTER EQUIPMENT 2020-02-20 3732 200DB 5.000000000000 746 0 STOCKS 4177979 4177979 EATON VANCE SER II FMV 94263 94263 T ROWE PRICE REAL EST FMV 354884 354884 WELLS FARGO FDS TR FMV 182685 182685 PIMCO FDS PAC INVT FMV 94591 94591 COMPUTER EQUIPMENT 2385 2385 0 SOFTWARE 2149 2149 0 SOFTWARE 1986 1655 331 COMPUTER EQUIPMENT 3732 746 2986 LEGAL FEES 1332 0 1332 SECURITY DEPOSITS 997 997 RENT, PARKING & UTILITIES 8 0 8 BOOKS, SUBSCRIPTIONS, AND REFERENCE 2446 0 2446 SOFTWARE 2409 0 0 BANK CHARGES 20 2 18 POSTAGE AND SHIPPING 617 62 555 INSURANCE 2627 263 2364 SUPPLIES 2804 280 2524 TELECOMMUNICATIONS 5081 508 4573 INVESTMENT MANAGEMENT FEES 38379 38379 0 PAYROLL EXPENSE 3875 388 3487 AMORTIZATION 782 0 0 UNREALIZED GAIN 305137 OUTSIDE CONTRACTORS 1293 0 1293 STATE REGISTRATION FEES/TAX 85 0 85 FOREIGN TAX 3226 3226 0 FEDERAL EXCISE TAX 12183 0 0