Form990-PF

Department of the Treasury
Internal Revenue Service

Return of Private Foundation
or Section 4947(a)(1) Trust Treated as Private Foundation
bulletDo not enter social security numbers on this form as it may be made public.
bulletGo to www.irs.gov/Form990PF for instructions and the latest information.
OMB No. 1545-0052
2020
Open to Public Inspection
For calendar year 2020, or tax year beginning 01-01-2020 , and ending 12-31-2020
Name of foundation
BERRO FAMILY FOUNDATION INC
 
Number and street (or P.O. box number if mail is not delivered to street address)4047 LONG BEACH BOULEVARD
  Room/suite
City or town, state or province, country, and ZIP or foreign postal code
LONG BEACH, CA90807
A Employer identification number

47-2409562
B Telephone number (see instructions)

(562) 427-0961
C bullet
G Check all that apply:

D 1. Foreign organizations, check here............. bullet
2. Foreign organizations meeting the 85%
test, check here and attach computation ... bullet
E bullet
H Check type of organization:
F bullet
I Fair market value of all assets at end
of year (from Part II, col. (c),
line 16)bullet$3,117,674J Accounting method:
 
(Part I, column (d) must be on cash basis.)
Part I Analysis of Revenue and Expenses (The total of amounts in columns (b), (c), and (d) may not necessarily equal the amounts in column (a) (see instructions).) (a) Revenue and
expenses per
books 		(b) Net investment
income 		(c) Adjusted net
income 		(d) Disbursements
for charitable
purposes
(cash basis only)
Revenue 1 Contributions, gifts, grants, etc., received (attach schedule)  
2 Check bullet.............
3 Interest on savings and temporary cash investments 20,257 20,257  
4 Dividends and interest from securities... 45,245 45,245  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 -75,524
b Gross sales price for all assets on line 6a 716,151
7 Capital gain net income (from Part IV, line 2)... 0
8 Net short-term capital gain.........  
9 Income modifications...........  
10a Gross sales less returns and allowances  
b Less: Cost of goods sold....  
c Gross profit or (loss) (attach schedule).....    
11 Other income (attach schedule)....... Click to see attachment 16,969 16,969  
12 Total. Add lines 1 through 11........ 6,947 82,471  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 0 0   0
14 Other employee salaries and wages......        
15 Pension plans, employee benefits.......        
16a Legal fees (attach schedule).........        
b Accounting fees (attach schedule)....... Click to see attachment 1,000 1,000   0
c Other professional fees (attach schedule).... Click to see attachment 13,486 13,486   0
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... Click to see attachment 10 10   0
19 Depreciation (attach schedule) and depletion...      
20 Occupancy..............        
21 Travel, conferences, and meetings.......        
22 Printing and publications..........        
23 Other expenses (attach schedule)....... Click to see attachment 178 178   0
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 14,674 14,674   0
25 Contributions, gifts, grants paid....... 159,885 159,885
26 Total expenses and disbursements. Add lines 24 and 25 174,559 14,674   159,885
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements -167,612
b Net investment income (if negative, enter -0-) 67,797
c Adjusted net income (if negative, enter -0-)...  
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2020)
Form 990-PF (2020)
Page 2
Part II Balance Sheets Attached schedules and amounts in the description column
should be for end-of-year amounts only. (See instructions.) 		Beginning of year End of year
(a) Book Value (b) Book Value (c) Fair Market Value
Assets 1 Cash—non-interest-bearing............. 48,998 199,183 199,183
2 Savings and temporary cash investments......... 62,841 81,107 81,107
3 Accounts receivable bullet  
Less: allowance for doubtful accounts bullet        
4 Pledges receivable bullet  
Less: allowance for doubtful accounts bullet        
5 Grants receivable.................      
6 Receivables due from officers, directors, trustees, and other
disqualified persons (attach schedule) (see instructions).....      
7 Other notes and loans receivable (attach schedule) bullet8,259
Less: allowance for doubtful accounts bullet0 12,454 8,259 8,259
8 Inventories for sale or use..............      
9 Prepaid expenses and deferred charges..........      
10a Investments—U.S. and state government obligations (attach schedule) 298,605 Click to see attachment12 12
b Investments—corporate stock (attach schedule)....... 853,707 Click to see attachment953,998 953,998
c Investments—corporate bonds (attach schedule)....... 445,459 Click to see attachment282,188 282,188
11 Investments—land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
12 Investments—mortgage loans.............      
13 Investments—other (attach schedule).......... 1,267,220 Click to see attachment1,592,927 1,592,927
14 Land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
15 Other assets (describe bullet)      
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 2,989,284 3,117,674 3,117,674
Liabilities 17 Accounts payable and accrued expenses..........    
18 Grants payable.................    
19 Deferred revenue.................    
20 Loans from officers, directors, trustees, and other disqualified persons    
21 Mortgages and other notes payable (attach schedule)......    
22 Other liabilities (describe bullet)    
23 Total liabilities (add lines 17 through 22)......... 0 0
Net Assets or Fund Balances Foundations that follow FASB ASC 958, check here bullet
and complete lines 24, 25, 29 and 30.
24 Net assets without donor restrictions...........    
25 Net assets with donor restrictions............    
Foundations that do not follow FASB ASC 958, check here bullet
and complete lines 26 through 30.
26 Capital stock, trust principal, or current funds........ 0 0
27 Paid-in or capital surplus, or land, bldg., and equipment fund 0 0
28 Retained earnings, accumulated income, endowment, or other funds 2,989,284 3,117,674
29 Total net assets or fund balances (see instructions)..... 2,989,284 3,117,674
30 Total liabilities and net assets/fund balances (see instructions). 2,989,284 3,117,674
Part III
Analysis of Changes in Net Assets or Fund Balances
1
Total net assets or fund balances at beginning of year—Part II, column (a), line 29 (must agree with end-of-year figure reported on prior year’s return) ...............
1
2,989,284
2
Enter amount from Part I, line 27a .....................
2
-167,612
3
Other increases not included in line 2 (itemize) bulletClick to see attachment
3
296,002
4
Add lines 1, 2, and 3 ..........................
4
3,117,674
5
Decreases not included in line 2 (itemize) bullet
5
0
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29 .
6
3,117,674
Form 990-PF (2020)
Form 990-PF (2020)
Page 3
Part IV
Capital Gains and Losses for Tax on Investment Income
(a) List and describe the kind(s) of property sold (e.g., real estate,
2-story brick warehouse; or common stock, 200 shs. MLC Co.)		 (b)
How acquired
P—Purchase
D—Donation 		(c)
Date acquired
(mo., day, yr.) 		(d)
Date sold
(mo., day, yr.)
1 a CHARLES SCHWAB 1/31/20 STMT P    
b CHARLES SCHWAB 3/31/20 STMT P    
c CHARLES SCHWAB 3/31/20 STMT P    
d CHARLES SCHWAB 4/30/20 STMT P    
e CHARLES SCHWAB 4/30/20 STMT P    
CHARLES SCHWAB 6/30/20 STMT P    
CHARLES SCHWAB 6/30/20 STMT P    
CHARLES SCHWAB 7/31/20 STMT P    
CHARLES SCHWAB 8/31/20 STMT P    
CHARLES SCHWAB 9/30/20 STMT P    
CHARLES SCHWAB 10/31/20 STMT P    
CHARLES SCHWAB 10/31/20 STMT P    
CHARLES SCHWAB 11/30/20 STMT P    
CHARLES SCHWAB 12/31/20 STMT P    
(e)
Gross sales price 		(f)
Depreciation allowed
(or allowable) 		(g)
Cost or other basis
plus expense of sale 		(h)
Gain or (loss)
(e) plus (f) minus (g)
a 15,271   13,991 1,280
b 18,786   27,229 -8,443
c 96,593   132,712 -36,119
d 95,821   97,717 -1,896
e 113,716   157,814 -44,098
15,415   16,921 -1,506
34,697   35,557 -860
8,980   12,144 -3,164
30,000   33,136 -3,136
63,092   58,903 4,189
111,982   91,132 20,850
56,039   55,331 708
25,000   30,500 -5,500
30,759   28,588 2,171
Complete only for assets showing gain in column (h) and owned by the foundation on 12/31/69 (l)
Gains (Col. (h) gain minus
col. (k), but not less than -0-) or
Losses (from col.(h))
(i)
F.M.V. as of 12/31/69 		(j)
Adjusted basis
as of 12/31/69 		(k)
Excess of col. (i)
over col. (j), if any
a       1,280
b       -8,443
c       -36,119
d       -1,896
e       -44,098
      -1,506
      -860
      -3,164
      -3,136
      4,189
      20,850
      708
      -5,500
      2,171
2 Capital gain net income or (net capital loss) Bracket If gain, also enter in Part I, line 7
If (loss), enter -0- in Part I, line 7		 Bracket 2 -75,524
3 Net short-term capital gain or (loss) as defined in sections 1222(5) and (6):
If gain, also enter in Part I, line 8, column (c) (see instructions). If (loss), enter -0-
in Part I, line 8 ................... 		Bracket 3  
Part V
Qualification Under Section 4940(e) for Reduced Tax on Net Investment Income
SECTION 4940(e) REPEALED ON DECEMBER 20, 2019 - DO NOT COMPLETE
1 Reserved
(a)
Reserved 		(b)
Reserved 		(c)
Reserved 		(d)
Reserved
2
Reserved...........................
2
3
Reserved...........................
3
4
Reserved...........................
4
5
Reserved...........................
5
6
Reserved...........................
6
7
Reserved...........................
7
8
Reserved,..........................
8
Form 990-PF (2020)
Form 990-PF (2020)
Page 4
Part VI
Excise Tax Based on Investment Income (Section 4940(a), 4940(b), 4940(e), or 4948—see instructions)
1a Exempt operating foundations described in section 4940(d)(2), check here Bullet and enter “N/A" on line 1. Bracket for line 1a
Date of ruling or determination letter:   (attach copy of letter if necessary–see instructions)
b Reserved................................ 1 942
c All other domestic foundations enter 1.39% of line 27b. Exempt foreign organizations enter 4% of Part I, line 12, col. (b)
2 Tax under section 511 (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 2 0
3 Add lines 1 and 2........................... 3 942
4 Subtitle A (income) tax (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 4 0
5 Tax based on investment income. Subtract line 4 from line 3. If zero or less, enter -0- ..... 5 942
6 Credits/Payments:
a 2020 estimated tax payments and 2019 overpayment credited to 2020 6a 2,607
b Exempt foreign organizations—tax withheld at source...... 6b 0
c Tax paid with application for extension of time to file (Form 8868)... 6c 0
d Backup withholding erroneously withheld ........... 6d 0
7 Total credits and payments. Add lines 6a through 6d.............. 7 2,607
8 Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached. 8 0
9 Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed.......Bullet 9  
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...Bullet 10 1,665
11 Enter the amount of line 10 to be: Credited to 2021 estimated taxBullet1,665 RefundedBullet 11 0
Part VII-A
Statements Regarding Activities
1a
During the tax year, did the foundation attempt to influence any national, state, or local legislation or did
Yes
No
it participate or intervene in any political campaign? ....................
1a
 
No
b
Did it spend more than $100 during the year (either directly or indirectly) for political purposes? See the instructions
for the definition.................................
1b
 
No
If the answer is "Yes" to 1a or 1b, attach a detailed description of the activities and copies of any materials
published or distributed by the foundation in connection with the activities.
c
Did the foundation file Form 1120-POL for this year?.....................
1c
 
No
d
Enter the amount (if any) of tax on political expenditures (section 4955) imposed during the year:
(1) On the foundation. bullet$ 0(2) On foundation managers.bullet$ 0
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.bullet$ 0
2
Has the foundation engaged in any activities that have not previously been reported to the IRS?.......
2
 
No
If "Yes," attach a detailed description of the activities.
3
Has the foundation made any changes, not previously reported to the IRS, in its governing instrument, articles
of incorporation, or bylaws, or other similar instruments? If "Yes," attach a conformed copy of the changes....
3
 
No
4a
Did the foundation have unrelated business gross income of $1,000 or more during the year?........
4a
 
No
b
If "Yes," has it filed a tax return on Form 990-T for this year?...................
4b
 
 
5
Was there a liquidation, termination, dissolution, or substantial contraction during the year?.........
5
 
No
If "Yes," attach the statement required by General Instruction T.
6
Are the requirements of section 508(e) (relating to sections 4941 through 4945) satisfied either:
  • By language in the governing instrument, or
  • By state legislation that effectively amends the governing instrument so that no mandatory directions
    • that conflict with the state law remain in the governing instrument?................
    6
     
    No
    7
    Did the foundation have at least $5,000 in assets at any time during the year? If "Yes," complete Part II, col. (c),
    and Part XV..................................
    7
    Yes
     
    8a
    Enter the states to which the foundation reports or with which it is registered (see instructions)
    bulletCA
    b
    If the answer is "Yes" to line 7, has the foundation furnished a copy of Form 990-PF to the Attorney
    General (or designate) of each state as required by General Instruction G? If "No," attach explanation .
    8b
    Yes
     
    9
    Is the foundation claiming status as a private operating foundation within the meaning of section 4942(j)(3)
    or 4942(j)(5) for calendar year 2020 or the taxable year beginning in 2020? See the instructions for Part XIV.
    If "Yes," complete Part XIV .............................
    9
     
    No
    10
    Did any persons become substantial contributors during the tax year? If "Yes," attach a schedule listing their names
    and addresses. ...............................
    10
     
    No
    Form 990-PF (2020)
    Form 990-PF (2020)
    Page 5
    Part VII-A
    Statements Regarding Activities (continued)
    11
    At any time during the year, did the foundation, directly or indirectly, own a controlled entity within the
    meaning of section 512(b)(13)? If "Yes," attach schedule. See instructions .............
    11
     
    No
    12
    Did the foundation make a distribution to a donor advised fund over which the foundation or a disqualified person had
    advisory privileges? If "Yes," attach statement. See instructions.................
    12
     
    No
    13
    Did the foundation comply with the public inspection requirements for its annual returns and exemption application?
    13
    Yes
     
    Website addressbulletN/A
    14
    The books are in care ofbulletJACK BERRO PRESIDENT Telephone no.bullet (562) 427-0961

    Located atbullet4047 LONG BEACH BOULEVARDLONG BEACHCA ZIP+4bullet90807
    15
    Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of Form 1041 —check here .........bullet
    and enter the amount of tax-exempt interest received or accrued during the year ........bullet
    15
     
    16 At any time during calendar year 2020, did the foundation have an interest in or a signature or other authority over YesNo
    a bank, securities, or other financial account in a foreign country? .................
    16   No
    See the instructions for exceptions and filing requirements for FinCEN Form 114. If "Yes", enter the name of the foreign
    country bullet
    Part VII-B
    Statements Regarding Activities for Which Form 4720 May Be Required
    File Form 4720 if any item is checked in the "Yes" column, unless an exception applies.
    Yes
    No
    1a
    During the year did the foundation (either directly or indirectly):
    (1) Engage in the sale or exchange, or leasing of property with a disqualified person?
    (2) Borrow money from, lend money to, or otherwise extend credit to (or accept it from)
    a disqualified person?......................
    (3) Furnish goods, services, or facilities to (or accept them from) a disqualified person?
    (4) Pay compensation to, or pay or reimburse the expenses of, a disqualified person?
    (5) Transfer any income or assets to a disqualified person (or make any of either available
    for the benefit or use of a disqualified person)?...............
    (6) Agree to pay money or property to a government official? (Exception. Check "No"
    if the foundation agreed to make a grant to or to employ the official for a period
    after termination of government service, if terminating within 90 days.).......
    b
    If any answer is "Yes" to 1a(1)–(6), did any of the acts fail to qualify under the exceptions described in Regulations
    section 53.4941(d)-3 or in a current notice regarding disaster assistance? See instructions ........
    1b
     
     
    ........bullet
    c
    Did the foundation engage in a prior year in any of the acts described in 1a, other than excepted acts,
    that were not corrected before the first day of the tax year beginning in 2020?.............
    1c
     
    No
    2
    Taxes on failure to distribute income (section 4942) (does not apply for years the foundation was a private
    operating foundation defined in section 4942(j)(3) or 4942(j)(5)):
    a
    At the end of tax year 2020, did the foundation have any undistributed income (lines 6d
    and 6e, Part XIII) for tax year(s) beginning before 2020?.............
    If "Yes," list the years bullet20, 20, 20, 20
    b
    Are there any years listed in 2a for which the foundation is not applying the provisions of section 4942(a)(2)
    (relating to incorrect valuation of assets) to the year’s undistributed income? (If applying section 4942(a)(2)
    to all years listed, answer "No" and attach statement—see instructions.) ..............
    2b
     
     
    c
    If the provisions of section 4942(a)(2) are being applied to any of the years listed in 2a, list the years here.
    bullet20, 20, 20, 20
    3a
    Did the foundation hold more than a 2% direct or indirect interest in any business enterprise at
    any time during the year?......................
    b
    If "Yes," did it have excess business holdings in 2020 as a result of (1) any purchase by the foundation
    or disqualified persons after May 26, 1969; (2) the lapse of the 5-year period (or longer period approved
    by the Commissioner under section 4943(c)(7)) to dispose of holdings acquired by gift or bequest; or (3)
    the lapse of the 10-, 15-, or 20-year first phase holding period? (Use Schedule C, Form 4720, to determine
    if the foundation had excess business holdings in 2020.)..................
    3b
     
     
    4a
    Did the foundation invest during the year any amount in a manner that would jeopardize its charitable purposes?
    4a
     
    No
    b
    Did the foundation make any investment in a prior year (but after December 31, 1969) that could jeopardize its
    charitable purpose that had not been removed from jeopardy before the first day of the tax year beginning in 2020?
    4b
     
    No
    Form 990-PF (2020)
    Form 990-PF (2020)
    Page 6
    Part VII-B
    Statements Regarding Activities for Which Form 4720 May Be Required (continued)
    5a
    During the year did the foundation pay or incur any amount to:
    Yes
    No
    (1) Carry on propaganda, or otherwise attempt to influence legislation (section 4945(e))?
    (2) Influence the outcome of any specific public election (see section 4955); or to carry
    on, directly or indirectly, any voter registration drive?.............
    (3) Provide a grant to an individual for travel, study, or other similar purposes?
    (4) Provide a grant to an organization other than a charitable, etc., organization described
    in section 4945(d)(4)(A)? See instructions................
    (5) Provide for any purpose other than religious, charitable, scientific, literary, or
    educational purposes, or for the prevention of cruelty to children or animals?.....
    b
    If any answer is "Yes" to 5a(1)–(5), did any of the transactions fail to qualify under the exceptions described in
    Regulations section 53.4945 or in a current notice regarding disaster assistance? See instructions ......
    5b
     
     
    .........bullet
    c
    If the answer is "Yes" to question 5a(4), does the foundation claim exemption from the
    tax because it maintained expenditure responsibility for the grant?..........
    If "Yes," attach the statement required by Regulations section 53.4945–5(d).
    6a
    Did the foundation, during the year, receive any funds, directly or indirectly, to pay premiums on
    a personal benefit contract?.....................
    b
    Did the foundation, during the year, pay premiums, directly or indirectly, on a personal benefit contract? ....
    6b
     
    No
    If "Yes" to 6b, file Form 8870.
    7a
    At any time during the tax year, was the foundation a party to a prohibited tax shelter transaction?
    b
    If "Yes", did the foundation receive any proceeds or have any net income attributable to the transaction? ....
    7b
     
     
    8
    Is the foundation subject to the section 4960 tax on payment(s) of more than $1,000,000 in remuneration or
    excess parachute payment during the year? .................
    Part VIII
    Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
    and Contractors
    1 List all officers, directors, trustees, foundation managers and their compensation. See instructions
    (a) Name and address (b) Title, and average
    hours per week
    devoted to position     		(c) Compensation
     (If not paid, enter
    -0-)     		(d) Contributions to employee benefit plans and deferred compensation (e) Expense account,
    other allowances
    JACK BERRO DIRECTOR/PRESIDENT
    0.00     		0 0 0
    4047 LONG BEACH BLVD
    LONG BEACH,CA90807
    BINNIE S BERRO DIRECTOR/CHIEF FINANCIAL O
    0.00     		0 0 0
    4047 LONG BEACH BLVD
    LONG BEACH,CA90807
    DENISE BERRO DIRECTOR/VICE PRESIDENT
    0.00     		0 0 0
    4047 LONG BEACH BLVD
    LONG BEACH,CA90807
    MICHELE BERRO DIRECTOR/SECRETARY
    0.00     		0 0 0
    4047 LONG BEACH BLVD
    LONG BEACH,CA90807
    2 Compensation of five highest-paid employees (other than those included on line 1—see instructions). If none, enter “NONE."
    (a) Name and address of each employee paid more than $50,000 (b) Title, and average
    hours per week
    devoted to position     		(c) Compensation (d) Contributions to
    employee benefit
    plans and deferred
    compensation     		(e) Expense account,
    other allowances
    NONE
    Total number of other employees paid over $50,000...................bullet 0
    Form 990-PF (2020)
    Form 990-PF (2020)
    Page 7
    Part VIII
    Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
    and Contractors (continued)
    3 Five highest-paid independent contractors for professional services (see instructions). If none, enter "NONE".
    (a) Name and address of each person paid more than $50,000 (b) Type of service (c) Compensation
    NONE
    Total number of others receiving over $50,000 for professional services.............bullet0
    Part IX-A
    Summary of Direct Charitable Activities
    List the foundation’s four largest direct charitable activities during the tax year. Include relevant statistical information such as the number of organizations and other beneficiaries served, conferences convened, research papers produced, etc. Expenses
    1  
    2  
    3  
    4  
    Part IX-B
    Summary of Program-Related Investments (see instructions)
    Describe the two largest program-related investments made by the foundation during the tax year on lines 1 and 2. Amount
    1  
    2  
    All other program-related investments. See instructions.
    3  
    Total. Add lines 1 through 3.........................bullet0
    Form 990-PF (2020)
    Form 990-PF (2020)
    Page 8
    Part X
    Minimum Investment Return (All domestic foundations must complete this part. Foreign foundations, see instructions.)
    1
    Fair market value of assets not used (or held for use) directly in carrying out charitable, etc.,
    purposes:
    a
    Average monthly fair market value of securities...................
    1a
    2,560,998
    b
    Average of monthly cash balances.......................
    1b
    124,091
    c
    Fair market value of all other assets (see instructions)................
    1c
    0
    d
    Total (add lines 1a, b, and c).........................
    1d
    2,685,089
    e
    Reduction claimed for blockage or other factors reported on lines 1a and
    1c (attach detailed explanation) .............
    1e
    0
    2
    Acquisition indebtedness applicable to line 1 assets..................
    2
    0
    3
    Subtract line 2 from line 1d.........................
    3
    2,685,089
    4
    Cash deemed held for charitable activities. Enter 1 1/2% of line 3 (for greater amount, see
    instructions) .............................
    4
    40,276
    5
    Net value of noncharitable-use assets. Subtract line 4 from line 3. Enter here and on Part V, line 4
    5
    2,644,813
    6
    Minimum investment return. Enter 5% of line 5..................
    6
    132,241
    Part XI
    Distributable Amount (see instructions) (Section 4942(j)(3) and (j)(5) private operating foundations and certain foreign organizations check here right arrow and do not complete this part.)
    1
    Minimum investment return from Part X, line 6....................
    1
    132,241
    2a
    Tax on investment income for 2020 from Part VI, line 5......
    2a
    942
    b
    Income tax for 2020. (This does not include the tax from Part VI.)...
    2b
     
    c
    Add lines 2a and 2b............................
    2c
    942
    3
    Distributable amount before adjustments. Subtract line 2c from line 1............
    3
    131,299
    4
    Recoveries of amounts treated as qualifying distributions................
    4
    0
    5
    Add lines 3 and 4............................
    5
    131,299
    6
    Deduction from distributable amount (see instructions).................
    6
    0
    7
    Distributable amount as adjusted. Subtract line 6 from line 5. Enter here and on Part XIII, line 1 ...
    7
    131,299
    Part XII
    Qualifying Distributions (see instructions)
    1
    Amounts paid (including administrative expenses) to accomplish charitable, etc., purposes:
    a
    Expenses, contributions, gifts, etc.—total from Part I, column (d), line 26 ..........
    1a
    159,885
    b
    Program-related investments—total from Part IX-B..................
    1b
    0
    2
    Amounts paid to acquire assets used (or held for use) directly in carrying out charitable, etc.,
    purposes...............................
    2
     
    3
    Amounts set aside for specific charitable projects that satisfy the:
    a
    Suitability test (prior IRS approval required)....................
    3a
     
    b
    Cash distribution test (attach the required schedule) .................
    3b
     
    4
    Qualifying distributions. Add lines 1a through 3b. Enter here and on Part V, line 8, and Part XIII, line 4
    4
    159,885
    5
    Foundations that qualify under section 4940(e) for the reduced rate of tax on net investment
    income. Enter 1% of Part I, line 27b. See instructions.................
    5
    0
    6
    Adjusted qualifying distributions. Subtract line 5 from line 4..............
    6
    159,885
    Note: The amount on line 6 will be used in Part V, column (b), in subsequent years when calculating whether the foundation qualifies for
    the section 4940(e) reduction of tax in those years.
    Form 990-PF (2020)
    Form 990-PF (2020)
    Page 9
    Part XIII
    Undistributed Income (see instructions)
    (a)
    Corpus     		(b)
    Years prior to 2019     		(c)
    2019     		(d)
    2020
    1 Distributable amount for 2020 from Part XI, line 7 131,299
    2 Undistributed income, if any, as of the end of 2020:
    a Enter amount for 2019 only....... 0
    b Total for prior years:20, 20, 20 0
    3 Excess distributions carryover, if any, to 2020:
    a From 2015...... 107,079
    b From 2016...... 17,217
    c From 2017...... 30,509
    d From 2018...... 12,302
    e From 2019...... 43,592
    fTotal of lines 3a through e........ 210,699
    4Qualifying distributions for 2020 from Part
    XII, line 4: bullet$ 159,885
    a Applied to 2019, but not more than line 2a 0
    b Applied to undistributed income of prior years
    (Election required—see instructions).....     		0
    c Treated as distributions out of corpus (Election
    required—see instructions)........     		0
    d Applied to 2020 distributable amount..... 131,299
    e Remaining amount distributed out of corpus 28,586
    5 Excess distributions carryover applied to 2020. 0 0
    (If an amount appears in column (d), the
    same amount must be shown in column (a).)
    6Enter the net total of each column as
    indicated below:
    a Corpus. Add lines 3f, 4c, and 4e. Subtract line 5 239,285
    b Prior years’ undistributed income. Subtract
    line 4b from line 2b ..........     		0
    c Enter the amount of prior years’ undistributed
    income for which a notice of deficiency has
    been issued, or on which the section 4942(a)
    tax has been previously assessed......     		0
    d Subtract line 6c from line 6b. Taxable amount
    —see instructions ...........     		0
    e Undistributed income for 2019. Subtract line
    4a from line 2a. Taxable amount—see
    instructions .............     		0
    f Undistributed income for 2020. Subtract
    lines 4d and 5 from line 1. This amount must
    be distributed in 2021 ..........     		0
    7 Amounts treated as distributions out of
    corpus to satisfy requirements imposed by
    section 170(b)(1)(F) or 4942(g)(3) (Election may
    be required - see instructions) .......     		0
    8 Excess distributions carryover from 2015 not
    applied on line 5 or line 7 (see instructions) ...     		107,079
    9Excess distributions carryover to 2021.
    Subtract lines 7 and 8 from line 6a ......     		132,206
    10 Analysis of line 9:
    a Excess from 2016.... 17,217
    b Excess from 2017.... 30,509
    c Excess from 2018.... 12,302
    d Excess from 2019.... 43,592
    e Excess from 2020.... 28,586
    Form 990-PF (2020)
    Form 990-PF (2020)
    Page 10
    Part XIV
    Private Operating Foundations (see instructions and Part VII-A, question 9)
    1a If the foundation has received a ruling or determination letter that it is a private operating
    foundation, and the ruling is effective for 2020, enter the date of the ruling....... bullet
     
    b Check box to indicate whether the organization is a private operating foundation described in section or
    2a Enter the lesser of the adjusted net
    income from Part I or the minimum
    investment return from Part X for each
    year listed ..........     		Tax year Prior 3 years (e) Total
    (a) 2020 (b) 2019 (c) 2018 (d) 2017
             
    b 85% of line 2a .........          
    c Qualifying distributions from Part XII,
    line 4 for each year listed .....     		         
    d Amounts included in line 2c not used directly
    for active conduct of exempt activities ..........     		         
    e Qualifying distributions made directly
    for active conduct of exempt activities.
    Subtract line 2d from line 2c ....     		         
    3 Complete 3a, b, or c for the
    alternative test relied upon:
    a “Assets" alternative test—enter:
    (1) Value of all assets ......          
    (2) Value of assets qualifying
    under section 4942(j)(3)(B)(i)    		          
    b “Endowment" alternative test— enter 2/3
    of minimum investment return shown in
    Part X, line 6 for each year listed...     		         
    c “Support" alternative test—enter:
    (1) Total support other than gross
    investment income (interest,
    dividends, rents, payments
    on securities loans (section
    512(a)(5)), or royalties) ....     		         
    (2) Support from general public
    and 5 or more exempt
    organizations as provided in
    section 4942(j)(3)(B)(iii)....     		         
    (3) Largest amount of support
    from an exempt organization    		          
    (4) Gross investment income          
    Part XV
    Supplementary Information (Complete this part only if the foundation had $5,000 or more in
    assets at any time during the year—see instructions.)
    1Information Regarding Foundation Managers:
    aList any managers of the foundation who have contributed more than 2% of the total contributions received by the foundation
    before the close of any tax year (but only if they have contributed more than $5,000). (See section 507(d)(2).)
    JACK BERRO
    BINNIE S BERRO
    DENISE BERRO
    MICHELE BERRO
    bList any managers of the foundation who own 10% or more of the stock of a corporation (or an equally large portion of the
    ownership of a partnership or other entity) of which the foundation has a 10% or greater interest.
    2Information Regarding Contribution, Grant, Gift, Loan, Scholarship, etc., Programs:
    Check here bullet
    aThe name, address, and telephone number or email address of the person to whom applications should be addressed:
    bThe form in which applications should be submitted and information and materials they should include:
    cAny submission deadlines:
    dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
    factors:
    Form 990-PF (2020)
    Form 990-PF (2020)
    Page 11
    Part XV
    Supplementary Information (continued)
    3 Grants and Contributions Paid During the Year or Approved for Future Payment
    Recipient If recipient is an individual,
    show any relationship to
    any foundation manager
    or substantial contributor
    		 Foundation
    status of
    recipient     		Purpose of grant or
    contribution     		Amount
    Name and address (home or business)
    aPaid during the year
    ACCESS FUND
    PO BOX 17010
    BOULDER,CO80308     		  PUBLIC CHARITY TO PROVIDE FUNDING TO KEEP U.S. CLIMBING AREAS OPEN AND CONSERVES THE CLIMBING ENVIRONMENT. 1,000
    ACLU FOUNDATION
    2140 W CHAPMAN AVE
    ORANGE,CA92868     		  PUBLIC CHARITY TO PROVIDE FUNDING FOR PROTECTION OF THE US CONSTITUTION AND THE BILL OF RIGHTS. 3,000
    AFRICAN SISTERHOOD
    5318 E SECOND ST 137
    LONG BEACH,CA90803     		  PUBLIC CHARITY "PROVIDING FEMININE HYGIENE PRODUCTS, FACILLITATING OPPORTUNITIES FOR YOUNG WOMEN IN KENYA." 500
    AMERICAN CANCER SOCIETY
    PO BOX 22478
    OKLAHOMA CITY,OK73123     		  PUBLIC CHARITY CANCER RESEARCH 200
    AMERICAN RED CROSS
    PO BOX 37839
    BOONE,IA50037     		  PUBLIC CHARITY TO PROVIDE FUNDING FOR EMERGENCY ASSISTANCE, DISASTER RELIEF AND EDUCATION IN THE USA. 1,000
    AMERICAN RIVER CONSERVATORY
    348 CALIFORNIA 49
    COLOMA,CA95613     		  PUBLIC CHARITY PROECTS HABITAT, NATIVE FISHERIES, RECREATIONAL LANDS 2,500
    ANTI-DEFAMATION LEAGUE
    1201 DOVE ST
    NEWPORT BEACH,CA92660     		  PUBLIC CHARITY PROVIDE FUNDING TO STOP THE DEFAMATION OF THE JEWISH PEOPLE AND SECURE JUSTICE AND FAIR TREATMENT. 5,000
    BEACH HILLEL
    3801 E WILLOW STREET
    LONG BEACH,CA90815     		  PUBLIC CHARITY "TO ENRICH THE LIVES OF JEWISH UNDERGRADUATE & GRADUATE STUDENTS." 1,500
    BRADY CENTER TO PREVENT GUN VIOLENCE
    840 FIRST ST NE STE 400
    WASHINGTON,DC20002     		  PUBLIC CHARITY TO PROVIDE FUNDING FOR GUN CONTROL AND AGAINST GUN VIOLENCE. 1,000
    CA CONFERENCE FOR EQUALITY & JUSTICE
    3711 LONG BEACH BLVD SUITE 1017
    LONG BEACH,CA90807     		  PUBLIC CHARITY PROVIDE FUNDING FOR THE YOUTH PROGRAMS IN THE LOCAL COMMUNITY. 25,000
    CHANCE FOR HOPE FOUNDATION
    PO BOX 842044
    PEARLAND,TX77584     		  PUBLIC CHARITY "TO PROVIDE SUPPORT SERVICES FOR CHILDREN WITH CANCER & THEIR FAMILIES." 500
    CHILDRENS DENTAL HEALTH CLINIC
    455 E COLUMBIA STREEET 32
    LONG BEACH,CA90806     		  PUBLIC CHARITY PROVIDE FUNDING TO DELIVER ORAL HEALTH EDUCATION AND TREATMENT FOR DISADVANTAGED CHILDREN. 1,000
    CITY OF HOPE
    1500 EAST DUARTE ROAD
    DUARTE,CA91010     		  PUBLIC CHARITY PROVIDE FUNDING FOR RESEARCH AND TREATMENT OF MEDICAL CARE AND EDUCATIONAL PROGRAMS. 2,000
    DOCTORS WITHOUT BOARDERS
    333 7TH AVENUE
    NEW YORK,NY10001     		  PUBLIC CHARITY PROVIDE EMERGENCY MEDICAL ASSISTANT TO COUNTRIES AND REGIONS THAT ARE OTHERWISE FORGOTTEN. 3,000
    FOOD FINDERS
    3744 INDUSTRY AVE 401
    LAKEWOOD,CA90712     		  PUBLIC CHARITY DELIVERY OF FOOD TO SHELTERS AND PANTRIES TO FEED THE POOR 1,000
    FRIEND OF THE LONG BEACH DAY NURSERY
    1548 CHESTNUT AVE
    LONG BEACH,CA90813     		  PUBLIC CHARITY PROVIDE FUNDING FOR QUALITY EARLY CARE AND EDUCATION FOR YOUNG CHILDREN OF WORKING PARENTS. 1,000
    FRIENDS OF THE EARTH
    1101 15TH ST NW 11TH FLOOR
    WASHINGTON,DC20005     		  PUBLIC CHARITY TO PROVIDE FUNDING TO PROTECT OUR ENVIRONMENT & CREATE A HEALTHY AND JUST WORLD. 1,000
    FRIENDS OF THE LIBRARY OF EL DORADO COUNTY INC
    345 FAIR LANE
    PLACERVILLE,CA95667     		  PUBLIC CHARITY TO PROVIDE FUNDING TO SUPPORT LIBRARIES, PATRONS, AND STAFF IN THE COMMUNITY OF EL DORADO COUNTY. 2,000
    GRAMEEN FOUNDATION
    1400 K ST NW 550
    WASHINGTON,DC20005     		  PUBLIC CHARITY TO PROVIDE FUNDING TO EMPOWER THE POOR, AND TO END POVERTY AND HUNGER. 1,000
    GREENPEACE
    702 H STREET NW SUITE 300
    WASHINGTON,DC20001     		  PUBLIC CHARITY PROVIDE FUNDING TO SUPPORT A GREENER, HEALTHIER, WORLD.TO PROVIDE FUNDING TO A GREENER, HEALTHIER, WORLD. 1,000
    HABITAT FOR HUMANITY
    270 PEACHTREE ST
    ATLANTA,GA30303     		  PUBLIC CHARITY TO PROVIDE FUNDING TO BUILD SIMPLE CLEAN HOUSING FOR THOSE WHO COULD NOT AFFORED IT. 3,000
    HADASSAH
    40 WALL STREET
    NEW YORK,NY10005     		  PUBLIC CHARITY TO PROVIDE FUNDING AND PROMOTE THE UNITY OF THE JEWISH PEOPLE THROUGH EDUCATION AND PERSONAL GROWTH. 1,000
    HIAS-HEBREW IMMIGRANT AID SOCIETY
    1300 SPRING ST 500
    SILVER SPRING,MD20910     		  PUBLIC CHARITY HUMANITARIAN AIDHUMANITARIAN AID AND ASSISTANCE TO REFUGEES 5,000
    HOMEBOY INDUSTRIES
    130 W BRUNO ST
    LOS ANGELES,CA90012     		  PUBLIC CHARITY "PROVIDES HOPE, TRAINING & SUPPORT TO FORMERLY GANG-INVOLVED & PREVIOUSLY INCARCERATED PEOPLE." 2,500
    HUMAN RIGHTS CAMPAIGN
    1640 RHODE ISLAND AVE
    WASHINGTON,DC20036     		  PUBLIC CHARITY TO PROVIDE FUNDING TO PROTECT AND EXPAND RIGHTS FOR LGBT INDIVIDUALS. 2,000
    INTERNATIONAL CITY THEATRE
    300 E OCEAN BLVD
    LONG BEACH,CA90802     		  PUBLIC CHARITY TO PROVIDE FUNDING FOR THE ENTERINAMENT AND EDUCATION OF LIVE THEATRE. 500
    INTERVAL HOUSE
    6615 PACIFIC COAST HWY 170
    LONG BEACH,CA90803     		  PUBLIC CHARITY "DOMESTIC VIOLENCE SERVICE PROVINDING HELP FOR PEOPLE DEALING WITH DOMESTIC ABUSE." 1,000
    JEWISH FAMILY AND CHILDREN SERVICES
    3801 E WILLOW STREET
    LONG BEACH,CA90815     		  PUBLIC CHARITY PROMOTE AND PROVIDE FUNDING TO JEWISH FAMILY AND CHILDREN.PROMOTE AND PROVIDE FUNDING TO JEWISH FAMILIES IN NEED.PROVIDE FUNDING FOR A SAFE AND WELCOMING PLACE WHERE CHILDREN, FAMALIES AND INDIVIDUAL CAN ACCESS SERVICES AND SUPPORT. 10,000
    JEWISH NATIONAL FUND
    42 EAST 69TH ST
    NEW YORK,NY10021     		  PUBLIC CHARITY "TO ENSURE A STRONG, SECURE, AND PROSPEROUS FUTURE FOR THE LAND & PEOPLE OF ISREAL." 1,000
    LONG BEACH PUBLIC LIBRARY
    101 PACIFIC AVE
    LONG BEACH,CA90822     		  PUBLIC CHARITY PROVIDE FUNDING FOR LIBRARY SERVICES AND EDUCATIONAL PROGRAMS. 2,000
    LONG BEACH RONALD MCDONALD HOUSE
    500 E 27TH STREET
    LONG BEACH,CA90806     		  PUBLIC CHARITY TO PROVIDE FUNDNG FOR THE HOUSE TO CREATE A HOME FOR THOSE FAMILIES CARING FOR THEIR FAMILY. 1,000
    LONG BEACH SYMPHONY
    249 E OCEAN BLVD SUITE 200
    LONG BEACH,CA90802     		  PUBLIC CHARITY PROVIDE FUNDING FOR THE LONG BEACH SYMPHONY MUSIC EDUCATION PROGRAMS. 500
    MADD
    5455 GARDEN GROVE BLVD 150
    WESTMINSTER,CA92683     		  PUBLIC CHARITY TO PROVIDE FUNDING FOR THE MISSION OF MOTHERS TO END DRUNK DRIVING & SUPPORT VICTIMS. 500
    MAZON
    10495 SANTA MONICA BLVD
    LOS ANGELES,LA90025     		  PUBLIC CHARITY PROVIDE FUNDING FOR THE ORGANIZATIONS SUPPORTED BY LOCAL FOOD BANKS, TO WORK ON ENDING WORLD HUNGER. 2,000
    MEALS ON WHEELS
    317 TERMINO AVE
    LONG BEACH,CA90814     		  PUBLIC CHARITY TO PROVIDE FUNDING FOR THE DELIVERY OF MEALS TO SENIORS IN NEED OF THEM. 1,000
    MENTAL HEALTH AMERICA OF LOS ANGELES
    100 W BROADWAY SUITE 5010
    LONG BEACH,CA90802     		  PUBLIC CHARITY PROVIDE FUNDING FOR MENTAL HEALTH SERVICES IN LONG BEACH. 1,000
    MERCY CHEF
    4240 PORTSMOUTH BLVD 402
    CHESAPEAKE,VA23321     		  PUBLIC CHARITY PROVIDING FOOD TO DISASTER VICTIMS 2,000
    MUSEUM OF TOLERANCE
    9786 W PICO BLVD
    LOS ANGELES,CA90035     		  PUBLIC CHARITY PROVIDE FUNDING FOR THE MUSEUM AND THE EDUCATIONAL PROGRAMS ASSOCIATED WITH THE EDUCATIONAL CENTER OF THE HOLOCAUST. 3,000
    NAACP
    3580 PACIFIC COAST HWY
    LONG BEACH,CA90804     		  PUBLIC CHARITY TO PROVIDE FUNDING TO ENSURE THE POLITICAL, SOCIAL, ECONOMIC, & EDUCATIONAL RIGHTS OF ALL PERSONS. 5,000
    NATIONAL COUNCIL OF JEWISH WOMEN
    3801 E WILLOW STREET
    LOS ALAMITOS,CA90720     		  PUBLIC CHARITY PROVIDE FUNDING FOR LOCAL PROJECTS, PUBLIC SERVICE AND MAKING A DIFFERENCE IN THE COMMUNITY. 1,100
    NATIONAL RESOURCES DEFENSE COUNCIL
    1152 15TH ST NW STE 300
    WASHINGTON,DC20036     		  PUBLIC CHARITY "TO HELP SAVE WILDLIFE AND WILD PLACES, DEFENDING OUR AIR, WATER AND COMMUNITIES." 3,000
    OCEAN CONSERVATORY
    1300 19TH ST NW 8TH FLOOR
    WASHINGTON,DC20036     		  PUBLIC CHARITY "HELPS FORMULATE OCEAN POLICY AT FED & STATE LEVELS BASED ON PEER REVIEWED SCIENCE." 1,000
    PLANNED PARENTHOOD OF AMERICA
    123 WILLIAM STREET
    NEW YORK,NY10038     		  PUBLIC CHARITY TO PROVIDE FUNDING FOR REPRODUCTIVE HEALTH CARE. 2,000
    SAVE THE CHILDREN
    501 KINGS HIGHWAY SUITE 400
    FARIFIELD,CT06825     		  PUBLIC CHARITY PROVIDE FUNDING FOR CHILDREN IN 120 COUNTIRES AND THE UNITED STATES. 3,985
    SHRINERS HOSPITAL FOR CHILDREN
    2900 ROCKY POINT DR
    TAMPA,FL33607     		  PUBLIC CHARITY TO PROVIDE FUNDING TO AID IN THE HOSPITAL CARE OF CHILDREN. 2,000
    SHUL BY THE SHORE
    5855 NAPLES PLZ SUITE 315
    LONG BEACH,CA90803     		  PUBLIC CHARITY PROVIDE FUNDING FOR FULL SYUAGOGUE SERVIECES TO THE COMMUNITY. 1,000
    SOUTH COAST INTERFAITH COUNCIL
    759 LINDEN AVE
    LONG BEACH,CA90813     		  PUBLIC CHARITY TO PROVIDE FUNDING AND PROMOTE INTERFAITH AND INTERCULTURAL COMMUNITIES. 2,000
    ST JUDE HOSPITAL FOR CHILDREN
    501 ST JUDE PLACE
    MEMPHIS,TN38105     		  PUBLIC CHARITY "TO END CHILDHOOD CANCER." 2,000
    STEEL MAGNOLIAS
    6216 E PACIFIC COAST HWY 352
    LONG BEACH,CA90815     		  PUBLIC CHARITY PROVIDE FUNDING FOR THE STRAMSKI CHILDREN'S DEVELOPMENT CENTER. , 1,000
    TEMPLE ISREAL
    269 LOMA AVE
    LONG BEACH,CA90803     		  PUBLIC CHARITY RELIGIOUS DONATION 10,000
    THE JAZZ ANGELS
    3258 E WILLOW ST
    SIGNAL HILL,CA90755     		  PUBLIC CHARITY PROVIDE FUNDING FOR JAZZ EDUCATION AND MUSIC PROGRAM. 1,000
    THE NATURE CONSERVANCY
    445 S FIGUEROA ST 1950
    LOS ANGELES,CA90071     		  PUBLIC CHARITY TO PROVIDE FUNDING TO CONSERVE THE MOST ECOLOGICALLY IMPORTANT LANDS, OCEANS, LAKES ETC. 1,000
    UNITED STATES FUND-UNICEF
    125 MAIDEN LANE
    NEW YORK,NY10038     		  PUBLIC CHARITY "HUMANITARIAN AID FOR CHILDREN IN CRISIS." 2,000
    US HOLOCAUST MEMORIAL MUSEUM
    9911 W PICO BLVD
    LOS ANGELES,CA90035     		  PUBLIC CHARITY TO PROVIDE FUNDING TO SUPPORT TO THE MUSEUM AND EDUCATION. 1,000
    WORLD JEWISH CONGRESS
    501 MADISON AVE
    NEW YORK,NY10022     		  PUBLIC CHARITY "TO ENSURE THAT JEWS EVERYWHERE CAN LIVE FREE FROM THE THREAT OF ANTISEMITIC HATRED." 1,000
    NEW HOPE
    3505 LONG BEACH BLVD 2C
    LONG BEACH,CA90807     		  PUBLIC CHARITY TO PROVIDE FUNDS FOR GRIEF COUNSELING. 500
    NATIONAL ATAXIA FOUNDATION
    600 HIGHWAY 169 SOUTH STE 1725
    MINNEAPOLIS,MN55426     		  PUBLIC CHARITY TO SUPPORT ATAXIA RESEARCH, PROVIDE VITAL PROGRAMS AND SERVICES FOR ATAXIA FAMILIES, AND HELP IN THE SEARCH FOR A CURE 500
    INTERNATIONAL RESCUE COMMITTEE
    625 N MARYLAND AVE
    GLENDALE,CA91206     		  PUBLIC CHARITY TO HELP PEOPLE WHOSE LIVES AND LIVELIHOODS ARE SHATTERED BY CONFLICT AND DISASTER TO SURVIVE, RECOVER AND GAIN CONTROL OF THEIR FUTURE 2,000
    ECOLOGIC DEVELOPMENT
    PO BOX 381571
    CAMBRIDGE,MA02238     		  PUBLIC CHARITY TO RESTORE AND PROTECT TROPICAL ECOSYSTEMS IN CENTRAL AMERICA AND MEXICO 1,000
    AMAZON CONSERVATION
    1012 14TH STREET NW STE 625
    WASHINGTON,DC20005     		  PUBLIC CHARITY TO CONSERVE THE BIODIVERSITY OF THE AMAZON BASIN 4,000
    CA COMMUNITY FUND
    221 S FIGUEROA ST 400
    LOS ANGELES,CA90012     		  PUBLIC CHARITY TO SUPPORT FUNDING FOR LA COMMUNITY'S EDUCATION, HEALTH, HOUSING AND IMMIGRATION 500
    REFUGEE & IMMIGRANT CENTER (RAICES)
    1305 N FLORES ST
    SAN ANTONIO,TX78212     		  PUBLIC CHARITY TO SUPPORT FUNDING FOR FREE OR LOW COST LEGAL SERVCIES FOR REFUGEES AND IMMIGRANTS. 2,000
    YAD VASHEML HOLOCAUST MUSEUM
    THE WORLD HOLOCAUST REMEMBRANCE CTR
    PO BOX 3477
    JERUSALEM,ISLAEL9103401
    IS     		  PUBLIC CHARITY TO SUPPORT THE HOLOCAUST MUSEIM. 1,000
    WORLD CENTRAL KITCHEN
    655 NEW YORK AVE NW 6TH FLOOR
    WASHINGTON,DC20001     		  PUBLIC CHARITY TO PROVIDE FUNDING FOR MEALS IN THE WAKE OF NATURAL DISASTERS 500
    LONG BEACH COMMUNITY FOUNDATION
    400 OCEANGATE 800
    LONG BEACH,CA90802     		  PUBLIC CHARITY TO SUPPORT THE LB COMMUNITY 500
    FOODBANK OF SOUTHERN CA
    1444 SAN FRANCISCO AVE
    LONG BEACH,CA90813     		  PUBLIC CHARITY TO SUPPORT THE ORGANIZATION TO DISTRIBUTE NUTRIOUS FOOD TO CERTIFIED CHARTIABLE AGENCIES 1,000
    RANCHO LOS AMIGOS FOUNDATION
    7601 E IMPERIAL HIGHWAY TRAILER 1
    DOWNEY,CA90242     		  PUBLIC CHARITY TO SUPPORTS RANCHO LOS AMIGOS REHABILITATION 1,600
    ALZHEIMER'S ASSOCIATION
    25 N MICHIGAN AVE FL 17
    CHICAGO,IL90901     		  PUBLIC CHARITY TO SUPPORT THE ORGANIZATION'S PURPOSE AND MISSION 500
    ENVIRONMENTAL LAW INST
    1730 M STREET NW STE 700
    WASHINGTON,DC20036     		  PUBLIC CHARITY TO SUPPORT THE ORGANIZATION'S PURPOSE AND MISSION 3,000
    USA FOR UNHCR
    1310 L ST NW STE 450
    WASHINGTON,DC20005     		  PUBLIC CHARITY TO SAFEGUARD THE RIGHTS AND WELL-BEING OF REFUGEES 1,000
    MERCY SHIPS
    PO BOX 1930
    LINDALE,TX75771     		  PUBLIC CHARITY TO PROVIDE FREE HEALTHCARE AND IMPROVE HEALTHCARE DELIVERY SYSTEMS IN THE POOREST NATIONS 1,000
    AMERICAN JEWISH WORLD
    45 WEST 36TH STREET
    NEW YORK,NY10018     		  PUBLIC CHARITY TO PROVID FUNDING FOR HUMAN RIGHTS AND END POVERTY IN THE DEVELOPING WORLD 2,500
    REDUCED EMISSIONS FROM DEFORESTATION & DEGRADATION
    242 REDWOOD HIGHWAY FRONTAGE ROAD
    MILL VALLEY,CA94941     		  PUBLIC CHARITY TO SUPPORT ECOLOGY. 2,500
    ECOLOGIC ORGANIZATION
    PO BOX 381571
    CAMBRIDGE,MA02238     		  PUBLIC CHARITY TO SUPPORT ECOLOGY. 1,000
    Total .................................bullet 3a 159,885
    bApproved for future payment
    Total .................................bullet 3b 0
    Form 990-PF (2020)
    Form 990-PF (2020)
    Page 12
    Part XVI-A
    Analysis of Income-Producing Activities
    Enter gross amounts unless otherwise indicated. Unrelated business income Excluded by section 512, 513, or 514 (e)
    Related or exempt
    function income
    (See instructions.)
    1Program service revenue: (a)
    Business code     		(b)
    Amount     		(c)
    Exclusion code     		(d)
    Amount
    a
    b
    c
    d
    e
    f
    gFees and contracts from government agencies          
    2 Membership dues and assessments....          
    3 Interest on savings and temporary cash
    investments ...........     		    14 20,257  
    4 Dividends and interest from securities....     14 45,245  
    5 Net rental income or (loss) from real estate:
    aDebt-financed property......          
    bNot debt-financed property.....          
    6 Net rental income or (loss) from personal property          
    7 Other investment income.....     14 16,969  
    8 Gain or (loss) from sales of assets other than
    inventory ............     		    18 -75,524  
    9 Net income or (loss) from special events:          
    10 Gross profit or (loss) from sales of inventory          
    11 Other revenue: a
    b
    c
    d
    e
    12 Subtotal. Add columns (b), (d), and (e).. 0 6,947 0
    13Total. Add line 12, columns (b), (d), and (e)..................
    13
    6,947
    (See worksheet in line 13 instructions to verify calculations.)
    Part XVI-B
    Relationship of Activities to the Accomplishment of Exempt Purposes
    Line No.
    DownArrow     		Explain below how each activity for which income is reported in column (e) of Part XVI-A contributed importantly to
    the accomplishment of the foundation’s exempt purposes (other than by providing funds for such purposes). (See
    instructions.)
    Form 990-PF (2020)
    Form 990-PF (2020)
    Page 13
    Part XVII
    Information Regarding Transfers To and Transactions and Relationships With Noncharitable Exempt Organizations
    1
    Did the organization directly or indirectly engage in any of the following with any other organization described in section 501(c) (other than section 501(c)(3) organizations) or in section 527, relating to political organizations?
    Yes
    No
    a
    Transfers from the reporting foundation to a noncharitable exempt organization of:
    (1) Cash...................................
    1a(1)
     
    No
    (2) Other assets.................................
    1a(2)
     
    No
    b
    Other transactions:
    (1) Sales of assets to a noncharitable exempt organization....................
    1b(1)
     
    No
    (2) Purchases of assets from a noncharitable exempt organization..................
    1b(2)
     
    No
    (3) Rental of facilities, equipment, or other assets.......................
    1b(3)
     
    No
    (4) Reimbursement arrangements...........................
    1b(4)
     
    No
    (5) Loans or loan guarantees.............................
    1b(5)
     
    No
    (6) Performance of services or membership or fundraising solicitations................
    1b(6)
     
    No
    c
    Sharing of facilities, equipment, mailing lists, other assets, or paid employees..............
    1c
     
    No
    d
    If the answer to any of the above is "Yes," complete the following schedule. Column (b) should always show the fair market value
    of the goods, other assets, or services given by the reporting foundation. If the foundation received less than fair market value
    in any transaction or sharing arrangement, show in column (d) the value of the goods, other assets, or services received.
    (a) Line No. (b) Amount involved (c) Name of noncharitable exempt organization (d) Description of transfers, transactions, and sharing arrangements
    2a
    Is the foundation directly or indirectly affiliated with, or related to, one or more tax-exempt organizations
    described in section 501(c) (other than section 501(c)(3)) or in section 527? ...........
    b
    If "Yes," complete the following schedule.

    (a) Name of organization (b) Type of organization (c) Description of relationship
    Sign Here
    Under penalties of perjury, I declare that I have examined this return, including accompanying schedules and statements, and to the best of my knowledge and belief, it is true, correct, and complete. Declaration of preparer (other than taxpayer) is based on all information of which preparer has any knowledge.
    Bullet Bullet
    May the IRS discuss this return
    with the preparer shown below?
    See instructions.
    Signature of officer or trustee Date Title
    Paid Preparer Use Only Print/Type preparer's name Preparer's Signature Date PTIN
    Firm's name SmallBullet
    		 Firm's EIN SmallBullet
    Firm's address SmallBullet


    		 Phone no.
    Form 990-PF (2020)
    Additional Data


    Software ID:  
    Software Version:  


    Form 990PF - Special Condition Description:
    Special Condition Description

    TY 2020 AccountingFeesSchedule
    Name:
    BERRO FAMILY FOUNDATION INC
    EIN:
    47-2409562
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    ACCOUNTING 1,000 1,000   0

    TY 2020 InvestmentsCorpBondsSchedule
    Name:
    BERRO FAMILY FOUNDATION INC
    EIN:
    47-2409562
    Name of Bond End of Year Book Value End of Year Fair Market Value
    CORPORATE BONDS 282,188 282,188

    TY 2020 InvestmentsCorpStockSchedule
    Name:
    BERRO FAMILY FOUNDATION INC
    EIN:
    47-2409562
    Name of Stock End of Year Book Value End of Year Fair Market Value
    CORPORATE STOCK 953,998 953,998

    TY 2020 InvestmentsGovtObligationsSch
    Name:
    BERRO FAMILY FOUNDATION INC
    EIN:
    47-2409562
    US Government Securities - End of Year Book Value:

    12
    US Government Securities - End of Year Fair Market Value:

    12
    State & Local Government Securities - End of Year Book Value:


    0
    State & Local Government Securities - End of Year Fair Market Value:


    0


    TY 2020 InvestmentsOtherSchedule2
    Name:
    BERRO FAMILY FOUNDATION INC
    EIN:
    47-2409562
    Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
    MUTUAL FUNDS-OTHER FMV 1,592,927 1,592,927

    TY 2020 OtherExpensesSchedule
    Name:
    BERRO FAMILY FOUNDATION INC
    EIN:
    47-2409562
    Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    DUES 95 95   0
    FEE-REGISTRY TRUST 70 70   0
    POSTAGE 13 13   0


    TY 2020 OtherIncomeSchedule2
    Name:
    BERRO FAMILY FOUNDATION INC
    EIN:
    47-2409562
    Description Revenue And Expenses Per Books Net Investment Income Adjusted Net Income
    NON DIVIDEND DISTRIBUTIONS 1,778 1,778 1,778
    FOREIGN TAXES -1,064 -1,064 -1,064
    CAPITAL GAIN DIVIDENDS 16,255 16,255 16,255


    TY 2020 OtherIncreasesSchedule
    Name:
    BERRO FAMILY FOUNDATION INC
    EIN:
    47-2409562
    Description Amount
    CHANGE IN VALUE 296,002


    TY 2020 OtherProfessionalFeesSchedule
    Name:
    BERRO FAMILY FOUNDATION INC
    EIN:
    47-2409562
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    CHARLES SCHWAB ADVISOR FEE 13,486 13,486   0


    TY 2020 TaxesSchedule
    Name:
    BERRO FAMILY FOUNDATION INC
    EIN:
    47-2409562
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    FTB 10 10   0