2026-05-13T17:54:41-05:00 2025-12-31 941239084 ATHERTON & ASSOCIATES LLP PO BOX 4339 MODESTO CA 953524339 990PF 2025-01-01 770523640 BERRY FAMILY FOUNDATION C/O ANN PHILLIPS BERR 5596366498 1749 SOUTH AUGUSTA COURT VISALIA CA 93277 ANN BERRY PHILLIPS SECRETARY 5596366498 2026-05-11 1 JACQUELYN HOWELL P01327223 2095774800 X 2025 2025-03-06 01:10:19Z X 3695163 X X 23 23 61581 61581 195253 413335 195253 820 0 257677 256857 0 0 0 2675 0 0 21997 21997 0 21750 1253 0 177 177 0 46599 23427 0 157000 157000 203599 23427 157000 54078 233430 357086 214851 214851 1509421 1705734 3480312 1866507 1920585 3695163 35 35 35 35 X 938319 938319 0 0 928153 982231 1866472 1920550 1866507 1920585 1866472 54078 0 1920550 0 1920550 BERKLEY WR CORP P 2010-12-03 2025-12-31 48634 5477 43157 43157 BERKSHIRE HATHAWAY CL B P 2007-06-22 2025-12-30 171506 24382 147124 147124 CLEVELAND CLIFFS INC. P 2024-08-01 2025-10-22 39024 34544 4480 4480 PGIM AAA CLO ETF P 2025-03-12 2025-11-20 154170 153679 491 491 CAPITAL GAINS DIVIDENDS P 1 1 1 195253 3245 0 3245 0 3245 10260 0 0 0 10260 61 6954 6954 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 0 SCOTT W BERRY 1749 AUGUSTA CT VISALIA CA 93277 PRESIDENT, CFO, & DIRECTOR 1.00 0 0 0 SUSAN B BERRY 1749 AUGUSTA CT VISALIA CA 93277 VICE-PRESIDENT & DIRECTOR 1.00 0 0 0 ANN BERRY PHILLIPS 1749 AUGUSTA CT VISALIA CA 93277 SECRETARY & DIRECTOR 1.00 0 0 0 DAVID A BERRY 1749 AUGUSTA CT VISALIA CA 93277 DIRECTOR 1.00 0 0 0 NONE 0 NONE 0 0 3565773 45232 0 3611005 0 0 3611005 54165 3556840 177842 177842 3245 3245 174597 0 174597 0 174597 157000 0 157000 174597 156179 0 0 157000 156179 0 0 821 0 0 0 0 0 0 0 0 173776 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. BETHLEHEM CENTER 1638 N DINUBA BLVD VISALIA CA 93291 NONE PC FOOD AND CLOTHING FOR THE POOR 6000 BOYS AND GIRLS CLUBS OF SANTA CRUZ COUNTY 543 CENTER STREET SANTA CRUZ CA 95060 NONE PC SUPPORT OF CHILDREN IN THE COMMUNITY 1000 CATHOLIC RELIEF SERVICES 228 WEST LEXINGTON STREET BALTIMORE MD 21201 NONE PC HELPING THE POOR 10000 CENTRAL CATHOLIC HIGH SCHOOL 200 S CARPENTER RD MODESTO CA 95351 NONE PC SUPPORT OF CATHOLIC EDUCATION 10000 COMMUNITY BRIDGES 1777-A CAPITOLA ROAD SANTA CRUZ CA 95062 NONE PC FOOD FOR THE POOR 10000 FEEDING AMERICA 161 NORTH CLARK STREET SUITE 700 CHICAGO IL 60601 NONE PC FOOD FOR THE POOR 5000 GREY BEARS 2710 CHANTICLEER AVE SANTA CRUZ CA 95065 NONE PC FOOD FOR THE POOR 10000 HAWAII CATHOLIC FOUNDATION SACRED HEART RELIEF HEART PO BOX 1450 KIHEI HI 96753 NONE PC SUPPORT OF CATHOLIC EDUCATION 10000 IBM GLOBAL PO BOX 607 NASHUA NH 03061 NONE PC MISSIONS AGENCY 2000 JACOB'S HEART 567 AUTO CENTER DRIVE WATSONVILLE CA 95076 NONE PC CHILDREN'S CANER SUPPORT SERVICES 10000 SECOND HARVEST FOOD BANK 800 OHLONE PARKWAY WATSONVILLE CA 95076 NONE PC FOOD FOR THE POOR 10000 SISTERS OF THE CROSS OF THE SACRED HEART OF JESUS 1320 MAZE BLVD MODESTO CA 95351 NONE PC SUPPORT OF CATHOLIC MINISTRIES 5000 ST FRANCIS CATHOLIC KITCHEN 205 MORA STREET SANTA CRUZ CA 95060 NONE PC FOOD FOR THE HUNGRY 10000 ST JOSEPH'S CATHOLIC COMMUNITY CHURCH 435 MONTEREY AVENUE CAPITOLA CA 95010 NONE PC SUPPORT OF CATHOLIC MINISTRIES 10000 ST VINCENT DE PAUL MINISTRY 709 J STREET MODESTO CA 95354 NONE PC FOOD AND CLOTHING FOR THE POOR 8000 THE CATHOLIC SCHOOL OF VISALIA GEORGE MCCANN MEMORIAL CAMPUS 200 E RACE AVE VISALIA CA 93291 NONE PC SUPPORT OF CATHOLIC EDUCATION 5000 VISALIA RESCUE MISSION 741 N SANTA FE STREET VISALIA CA 93292 NONE PC FOOD, CLOTHING AND SHELTER FOR THE POOR 5000 SIENA HOUSE 108 HIGH STREET SANTA CRUZ CA 95060 NONE PC FOOD, CLOTHING AND SHELTER FOR WOMEN 5000 HOLY CROSS SCHOOL 210 HIGH STREET SANTA CRUZ CA 95060 NONE PC SUPPORT OF CATHOLIC EDUCATION 5000 ST ABRAHAMS CLASSICAL CHRISTIAN ACADEMY 1940 BONITA DRIVE APTOS CA 95003 NONE PC SUPPORT OF CATHOLIC EDUCATION 5000 ST FRANCIS HIGH SCHOOL 2400 E LAKE AVENUE WATSONVILLE CA 95076 NONE PC SUPPORT OF CATHOLIC EDUCATION 5000 GUADALUPE PREGNANCY OUTREACH PO BOX 398 WATSONVILLE CA 95077 NONE PC SUPPORT FOR WOMEN 5000 THE SHRINE OF ST JOSEPH 544 W CLIFF DRIVE SANTA CRUZ CA 95060 NONE PC SUPPORT OF CATHOLIC MINISTRIES 5000 157000 0 14 23 14 61581 18 195253 MISCELLANEOUS INCOME 01 820 0 257677 0 257677 0 0 0 0 0 0 0 0 0 0 ACCOUNTING 2675 0 0 EQUITIES FMV 1352190 3066834 MUTUAL AND BOND FUNDS FMV 162494 226240 OTHER ASSETS FMV 191050 187238 FILING FEES 100 100 0 MISCELLANEOUS EXPENSES 77 77 0 MISCELLANEOUS INCOME 820 820 INVESTMENT FEES 21997 21997 0 FOREIGN TAXES 1253 1253 0 INCOME TAX 20497 0 0