2015-05-14T14:40:58-05:00 2014-12-31 263839190 BURR PILGER MAYER INC 2001 NORTH MAIN STREET SUITE 360 WALNUT CREEK CA 94596 990PF 2014-01-01 462041014 ELIZABETH E BETTELHEIM FAMILY FOUNDATION ELIZ 5105285166 30 RINCON ROAD KENSINGTON CA 947071026 ANN E BETTELHEIM EXECUTIVE DIRECTOR 5105285166 2015-05-07 1 TAMARA MCINERNEY P00011797 9252961040 2014 2016-02-25 16:41:14Z X 4710984 X X 14 14 72146 71114 51181 2116169 51181 123341 122309 58000 4800 53200 287 0 287 15000 7500 7500 3017 0 3017 9450 4759 3630 477 0 64812 51645 6626 151043 68704 74260 68000 68000 219043 68704 142260 -95702 53605 155851 164736 164736 113311 107045 107045 1853 3438587 3352000 3352000 1097784 1085295 1085295 2385 477 0 1908 1908 4807386 4710984 4710984 0 0 X 4807386 4710984 4807386 4710984 4807386 4710984 4807386 -95702 0 4711684 700 4710984 PUBLICLY TRADED SECURITIES P 272936 254689 18247 18247 PUBLICLY TRADED SECURITIES P 9994 10000 -6 -6 PUBLICLY TRADED SECURITIES P 1786615 1800299 -13684 -13684 CAPITAL GAINS DIVIDENDS P 46624 46624 46624 51181 0 89904 3010363 0.029865 0 0 0.000000 0.029865 0.014933 4757734 71047 536 71583 142260 X 536 0 536 0 536 2201 2201 1665 1665 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 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 & TREAS 33.00 50000 0 0 CARLA S CONDON 30 RINCON ROAD KENSINGTON CA 94707 PRESIDENT 3.00 2000 0 0 SHARON O ROSSI 30 RINCON ROAD KENSINGTON CA 94707 SECRETARY 2.00 2000 0 0 CATHERINE C BRENT 30 RINCON ROAD KENSINGTON CA 94707 DIRECTOR 2.00 2000 0 0 ANN M ONGERTH 30 RINCON ROAD KENSINGTON CA 94707 DIRECTOR 2.00 2000 0 0 NONE 0 NONE 0 0 4588430 241757 0 4830187 0 0 4830187 72453 4757734 237887 237887 536 536 237351 0 237351 0 237351 142260 0 142260 536 141724 237351 41409 0 0 142260 41409 0 0 100851 0 0 0 0 0 0 0 0 136500 0 0 0 X ALPHA EPSILON PHI FOUNDATION 11 LAKE AVENUE EXTENSION SUITE 1A DANBURY CT 06811 PC PRESIDENTS ACADEMY IN HONOR OF LESLIE BROWN SHIFFMAN 10000 ASIAN ART MUSEUM 200 LARKIN STREET SAN FRANCISCO CA 94102 PC JEWISH DIASPORA AND JEWISH ARTS OF INDIA 25000 DRESS FOR SUCCESS 500 SUTTER STREET 218 SAN FRANCISCO CA 94102 PC GENERAL SUPPORT OF CHARITABLE & EDUCATIONAL ACTIVITIES 2000 THE EXCELSIOR FOUNDATION 107 N VALE ST JEFFERSON TX 75657 PC METAL ROOF FOR HEBREW SINAI SYNAGOGUE 7000 JEWISH FAMILY AND CHILDREN'S SERVICES 2150 POST STREET SAN FRANCISCO CA 94115 PC GENERAL SUPPORT OF CHARITABLE & EDUCATIONAL ACTIVITIES 5000 NIAD OF RICHMOND 551 23RD STREET RICHMOND CA 94804 PC GENERAL SUPPORT OF CHARITABLE & EDUCATIONAL ACTIVITIES 2000 SPD FOUNDATION 5420 S QUEBEC STREET GREENWOOD VILLAGE CO 80111 PC GENERAL SUPPORT OF CHARITABLE & EDUCATIONAL ACTIVITIES 5000 SWIMMING SAVES LIVES FOUNDATION 655 N TAMIAMI TRAIL SARASOTA FL 34236 PC RICHMOND SWIMS, RICHMOND CALIFORNIA PROGRAM 2000 TEXAS JEWISH HISTORICAL SOCIETY INC PO BOX 10193 AUSTIN TX 78766 PC GENERAL SUPPORT OF EDUCATIONAL ACTIVITIES 5000 THE MAGNES COLLECTION OF JEWISH ART AND LIFE 2121 ALSTON WAY BERKELEY CA 94720 PC GENERAL SUPPORT OF EDUCATIONAL ACTIVITIES 5000 68000 0 14 14 14 72146 18 51181 0 123341 0 123341 0 0 0 0 0 0 0 0 0 0 ACCOUNTING FEES 15000 7500 7500 COMPUTER EQUIPMENT 2014-06-24 2385 200DB 5.000000000000 477 0 STOCKS, OPTIONS, ETFS 3352000 3352000 MUTUAL FUNDS FMV 1085295 1085295 COMPUTER EQUIPMENT 2385 477 1908 1908 LEGAL FEES 287 0 287 UNREALIZED LOSS 700 PROFESSIONAL ORGANIZATIONS 675 0 675 INVESTMENT EXPENSES 47254 47254 0 BANK FEES 84 8 72 BOOKS, SUBSCRIPTIONS, REFERENCE 1479 0 1479 SOFTWARE 2285 229 0 SUPPLIES 2283 228 2055 TELEPHONE, TELECOMMUNICATIONS 2001 200 1801 INTERNET 2180 218 0 POSTAGE AND MAILING 604 60 544 OTHER EXPENSES 3329 3185 0 INSURANCE 2638 263 0 OUTSIDE CONTRACTORS 3017 0 3017 OTHER TAX 10 0 10 FEDERAL TAXES 911 0 0 PAYROLL TAX 4022 402 3620 STATE REGISTRATION FEE 150 0 0 FOREIGN TAX 4357 4357 0