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. 1545-0047
2021
Open to Public Inspection
For calendar year 2021, or tax year beginning 07-01-2021 , and ending 06-30-2022
Name of foundation
WEST DAVIS & BERGARD FOUNDATION
 
Number and street (or P.O. box number if mail is not delivered to street address)4146 REDWOOD ROAD
  Room/suite
City or town, state or province, country, and ZIP or foreign postal code
OAKLAND, CA94619
A Employer identification number

94-3255381
B Telephone number (see instructions)

(510) 482-0800
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$5,371,584J 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) 338,963
2 Check bullet.............
3 Interest on savings and temporary cash investments 31,699 31,699  
4 Dividends and interest from securities... 201,795 201,795  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 -116,453
b Gross sales price for all assets on line 6a 1,219,655
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).......      
12 Total. Add lines 1 through 11........ 456,004 233,494  
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 8,500 4,250   4,250
c Other professional fees (attach schedule).... Click to see attachment 16,452 16,452   0
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... Click to see attachment 3,792 3,792   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 76,060 69,249   6,811
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 104,804 93,743   11,061
25 Contributions, gifts, grants paid....... 377,700 377,700
26 Total expenses and disbursements. Add lines 24 and 25 482,504 93,743   388,761
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements -26,500
b Net investment income (if negative, enter -0-) 139,751
c Adjusted net income (if negative, enter -0-)...  
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2021)
Form 990-PF (2021)
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.............      
2 Savings and temporary cash investments......... 1,359,377 104,453 104,453
3 Accounts receivable bullet  
Less: allowance for doubtful accounts bullet        
4 Pledges receivable bullet  
Less: allowance for doubtful accounts bullet        
5 Grants receivable................. 156,347    
6 Receivables due from officers, directors, trustees, and other
disqualified persons (attach schedule) (see instructions).....      
7 Other notes and loans receivable (attach schedule) bullet96,851
Less: allowance for doubtful accounts bullet0 238,623 96,851 96,851
8 Inventories for sale or use..............      
9 Prepaid expenses and deferred charges..........      
10a Investments—U.S. and state government obligations (attach schedule)      
b Investments—corporate stock (attach schedule)....... 4,180,924 Click to see attachment4,929,931 4,929,931
c Investments—corporate bonds (attach schedule).......      
11 Investments—land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
12 Investments—mortgage loans.............      
13 Investments—other (attach schedule).......... 690,677 Click to see attachment240,349 240,349
14 Land, buildings, and equipment: basis bullet15,451
Less: accumulated depreciation (attach schedule) bullet15,451      
15 Other assets (describe bullet)      
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 6,625,948 5,371,584 5,371,584
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 6,625,948 5,371,584
28 Retained earnings, accumulated income, endowment, or other funds 0 0
29 Total net assets or fund balances (see instructions)..... 6,625,948 5,371,584
30 Total liabilities and net assets/fund balances (see instructions). 6,625,948 5,371,584
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
6,625,948
2
Enter amount from Part I, line 27a .....................
2
-26,500
3
Other increases not included in line 2 (itemize) bullet
3
0
4
Add lines 1, 2, and 3 ..........................
4
6,599,448
5
Decreases not included in line 2 (itemize) bulletClick to see attachment
5
1,227,864
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29 .
6
5,371,584
Form 990-PF (2021)
Form 990-PF (2021)
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 CAPITAL ONE FINL COR 5.2% PFD CALLABLE   2016-07-29 2021-12-01
b CAPITAL ONE FINL COR 5.2% PFD CALLABLE   2016-07-29 2021-12-01
c CAPITAL ONE FINL COR 5.2% PFD CALLABLE   2016-09-16 2021-12-01
d CAPITAL ONE FINL COR 5.2% PFD CALLABLE   2016-11-02 2021-12-01
e CAPITAL ONE FINL COR 5.2% PFD CALLABLE   2018-03-22 2021-12-01
CAPITAL ONE FINL COR 5.2% PFD CALLABLE   2018-03-22 2021-12-01
CAPITAL ONE FINL COR 5.2% PFD CALLABLE   2018-03-22 2021-12-01
CAPITAL ONE FINL COR 5.2% PFD CALLABLE   2018-03-22 2021-12-01
CAPITAL ONE FINL COR 5.2% PFD CALLABLE   2018-03-22 2021-12-01
PUBLIC STORAGE 4.9% 12/31/2099 PFD CALLABLE   2017-11-02 2021-12-30
PUBLIC STORAGE 4.9% 12/31/2099 PFD CALLABLE   2017-11-02 2021-12-30
PUBLIC STORAGE 4.9% 12/31/2099 PFD CALLABLE   2017-11-02 2021-12-30
PUBLIC STORAGE 4.9% 12/31/2099 PFD CALLABLE   2017-11-02 2021-12-30
PUBLIC STORAGE 4.9% 12/31/2099 PFD CALLABLE   2017-11-02 2021-12-30
PUBLIC STORAGE 4.9% 12/31/2099 PFD CALLABLE   2017-11-02 2021-12-30
PUBLIC STORAGE 4.9% 12/31/2099 PFD CALLABLE   2020-03-24 2021-12-30
PUBLIC STORAGE 4.9% 12/31/2099 PFD CALLABLE   2020-03-24 2021-12-30
PUBLIC STORAGE 4.9% 12/31/2099 PFD CALLABLE   2020-03-24 2021-12-30
PUBLIC STORAGE 4.9% 12/31/2099 PFD CALLABLE   2020-03-24 2021-12-30
PUBLIC STORAGE 4.9% 12/31/2099 PFD CALLABLE   2020-03-24 2021-12-30
PUBLIC STORAGE 4.9% 12/31/2099 PFD CALLABLE   2020-03-24 2021-12-30
PUBLIC STORAGE 4.9% 12/31/2099 PFD CALLABLE   2020-03-24 2021-12-30
PUBLIC STORAGE 4.9% 12/31/2099 PFD CALLABLE   2020-03-24 2021-12-30
PUBLIC STORAGE 4.9% 12/31/2099 PFD CALLABLE   2020-03-24 2021-12-30
PUBLIC STORAGE 4.9% 12/31/2099 PFD CALLABLE   2020-03-24 2021-12-30
PUBLIC STORAGE 4.9% 12/31/2099 PFD CALLABLE   2020-03-24 2021-12-30
PUBLIC STORAGE 4.95% PFD CALLABLE   2017-04-12 2021-07-20
PUBLIC STORAGE 4.95% PFD CALLABLE   2017-04-12 2021-07-20
PUBLIC STORAGE 4.95% PFD CALLABLE   2017-12-13 2021-07-20
ABBOTT LABORATORIES   2020-02-20 2022-03-24
ACCENTURE PLC A   2020-02-20 2022-05-26
ACCENTURE PLC A   2020-02-20 2022-05-26
ACCENTURE PLC A   2020-03-31 2022-05-26
ALLSTATE CORP   2020-02-20 2021-11-09
BROADCOM INC. 8% 09/30/2022 PFD CALLABLE CONVERTIBLE   2019-10-03 2022-05-26
BROADCOM INC. 8% 09/30/2022 PFD CALLABLE CONVERTIBLE   2019-10-03 2022-05-26
BROADCOM INC. 8% 09/30/2022 PFD CALLABLE CONVERTIBLE   2020-03-10 2022-05-26
BROADCOM INC. 8% 09/30/2022 PFD CALLABLE CONVERTIBLE   2020-03-20 2022-05-26
ALIBABA GROUP HLDG L ADR   2021-05-25 2021-07-27
ALIBABA GROUP HLDG L ADR   2018-08-27 2021-07-27
ALIBABA GROUP HLDG L ADR   2018-10-16 2021-07-27
ALIBABA GROUP HLDG L ADR   2021-05-25 2021-07-27
ALIBABA GROUP HLDG L ADR   2021-05-25 2021-07-27
BANK OF AMERICA CORP   2020-02-20 2022-05-26
BANK OF AMERICA CORP   2020-02-20 2022-05-26
BANK OF AMERICA CORP   2020-02-24 2022-05-26
BANK OF AMERICA CORP   2020-02-24 2022-05-26
BANK OF AMERICA CORP   2020-05-06 2022-05-26
BANK OF AMERICA CORP   2020-05-06 2022-05-26
BANK OF AMERICA CORP   2020-05-06 2022-05-26
BARINGS B D C INC   2016-09-26 2022-05-26
BARINGS B D C INC   2016-09-26 2022-05-26
BARINGS B D C INC   2016-09-26 2022-05-26
BARINGS B D C INC   2016-09-26 2022-05-26
BARINGS B D C INC   2016-09-26 2022-05-26
BARINGS B D C INC   2016-09-26 2022-05-26
BARINGS B D C INC   2016-09-26 2022-05-26
BARINGS B D C INC   2016-09-26 2022-06-27
BARINGS B D C INC   2016-09-26 2022-06-27
CIGNA CORP   2020-02-20 2021-08-05
CION INVT CORP   2015-03-11 2022-05-26
CION INVT CORP   2015-03-11 2022-05-26
CION INVT CORP   2015-03-11 2022-05-26
CION INVT CORP   2015-03-11 2022-05-26
CION INVT CORP   2015-03-11 2022-05-26
CION INVT CORP   2015-03-11 2022-05-26
CION INVT CORP   2015-03-11 2022-05-26
CION INVT CORP   2015-03-11 2022-05-26
CION INVT CORP   2015-03-11 2022-05-26
CION INVT CORP   2015-03-11 2022-05-26
CION INVT CORP   2015-03-11 2022-05-26
CION INVT CORP   2015-03-11 2022-05-26
CION INVT CORP   2015-03-11 2022-05-26
CION INVT CORP   2015-03-11 2022-05-26
CION INVT CORP   2015-03-11 2022-05-26
CION INVT CORP   2015-03-11 2022-05-26
CION INVT CORP   2015-03-11 2022-05-26
CION INVT CORP   2015-03-11 2022-06-27
CION INVT CORP   2015-03-11 2022-06-27
CION INVT CORP   2015-03-11 2022-06-27
CION INVT CORP   2015-03-11 2022-06-27
CION INVT CORP   2015-03-11 2022-06-27
CION INVT CORP   2015-03-11 2022-06-27
CION INVT CORP   2015-03-11 2022-06-27
CION INVT CORP   2015-03-11 2022-06-27
CONOCOPHILLIPS   2020-02-20 2021-07-20
CONOCOPHILLIPS   2020-02-20 2021-07-20
CONOCOPHILLIPS   2020-02-20 2021-07-20
DELTA AIR LINES INC   2021-06-10 2021-09-08
WALT DISNEY CO   2020-02-20 2022-06-27
WALT DISNEY CO   2020-02-20 2022-06-27
WALT DISNEY CO   2020-03-12 2022-06-27
WALT DISNEY CO   2021-05-20 2022-06-27
WALT DISNEY CO   2021-06-10 2022-06-27
WALT DISNEY CO   2021-06-18 2022-06-27
DOLLAR TREE INC   2020-02-20 2021-08-10
EOG RESOURCES INC   2020-02-20 2021-07-20
EOG RESOURCES INC   2020-02-20 2021-07-20
EDWARDS LIFESCIENCES   2020-05-13 2022-05-26
INTERCONTINENTAL EXC   2020-02-20 2022-02-04
KROGER CO   2020-02-20 2021-11-09
LAS VEGAS SANDS CORP   2012-07-27 2022-01-10
LAS VEGAS SANDS CORP   2012-07-27 2022-01-10
LAS VEGAS SANDS CORP   2016-04-01 2022-01-10
LAS VEGAS SANDS CORP   2016-07-01 2022-01-10
LAS VEGAS SANDS CORP   2016-10-03 2022-01-10
LAS VEGAS SANDS CORP   2017-01-03 2022-01-10
LAS VEGAS SANDS CORP   2017-04-03 2022-01-10
LAS VEGAS SANDS CORP   2017-07-03 2022-01-10
LAS VEGAS SANDS CORP   2017-10-02 2022-01-10
LAS VEGAS SANDS CORP   2018-01-02 2022-01-10
LAS VEGAS SANDS CORP   2018-04-03 2022-01-10
LAS VEGAS SANDS CORP   2018-06-29 2022-01-10
LAS VEGAS SANDS CORP   2018-09-28 2022-01-10
LAS VEGAS SANDS CORP   2018-12-28 2022-01-10
LAS VEGAS SANDS CORP   2019-03-29 2022-01-10
LAS VEGAS SANDS CORP   2019-06-28 2022-01-10
LAS VEGAS SANDS CORP   2019-09-27 2022-01-10
LAS VEGAS SANDS CORP   2019-12-27 2022-01-10
LAS VEGAS SANDS CORP   2020-03-27 2022-01-10
MONDELEZ INTL A   2020-02-20 2021-07-08
MEDTRONIC PLC   2020-02-20 2022-02-09
BANK OZK 4.625% PFD CALLABLE   2022-01-11 2022-02-01
SHOPIFY INC A   2020-09-16 2022-05-05
STRYKER CORP   2020-02-28 2022-05-26
STRYKER CORP   2020-02-28 2022-05-26
STRYKER CORP   2020-03-06 2022-05-26
STRYKER CORP   2020-03-12 2022-05-26
STRYKER CORP   2020-03-13 2022-05-26
STRYKER CORP   2020-03-26 2022-05-26
TRUIST FINL CORP   2020-02-20 2021-07-08
UNITED PARCEL SRVC B   2020-02-20 2021-08-10
VERIZON COMMUNICATN   2020-02-20 2021-11-09
(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 63,750   63,417 333
b 25,000   25,039 -39
c 7,500   7,496 4
d 18,750   18,554 196
e 2,500   2,466 34
2,500   2,466 34
2,500   2,466 34
2,500   2,466 34
2,500   2,466 34
31,250   28,960 2,290
2,875   2,867 8
2,125   2,119 6
2,500   2,493 7
2,500   2,493 7
2,500   2,493 7
550   484 66
50   44 6
50   44 6
1,550   1,364 186
2,500   2,199 301
2,450   2,155 295
50   44 6
1,550   1,363 187
2,500   2,199 301
5,000   4,399 601
2,500   2,199 301
62,500   59,921 2,579
37,500   35,006 2,494
25,000   24,915 85
7,042   5,308 1,734
9,019   6,442 2,577
7,855   5,775 2,080
1,164   667 497
9,374   10,000 -626
86,420   46,230 40,190
34,568   20,615 13,953
17,284   9,893 7,391
34,568   15,722 18,846
64,400   64,578 -178
18,400   17,944 456
18,400   14,879 3,521
27,416   31,543 -4,127
184   212 -28
16,641   15,095 1,546
13,709   13,034 675
37   33 4
916   817 99
1,906   1,166 740
37   22 15
37   22 15
10,350   19,210 -8,860
1,035   1,921 -886
2,463   4,572 -2,109
1,035   1,921 -886
528   980 -452
890   1,652 -762
1,035   1,921 -886
5,147   10,450 -5,303
4,314   8,760 -4,446
13,008   14,106 -1,098
1,140   2,090 -950
1,138   2,090 -952
1,072   1,965 -893
5,665   10,450 -4,785
1,133   2,090 -957
6,605   12,185 -5,580
1,138   2,090 -952
1,133   2,090 -957
1,138   2,090 -952
1,138   2,090 -952
1,138   2,090 -952
2,266   4,180 -1,914
1,140   2,090 -950
3,399   6,270 -2,871
12,463   22,990 -10,527
1,138   2,090 -952
1,138   2,090 -952
15,233   30,444 -15,211
1,079   2,517 -1,438
14,154   27,927 -13,773
896   2,090 -1,194
45   105 -60
63   146 -83
896   2,090 -1,194
789   1,839 -1,050
8,335   8,736 -401
3,650   3,945 -295
4,685   4,791 -106
39,750   46,860 -7,110
72,223   127,849 -55,626
6,163   8,984 -2,821
481   467 14
10,208   18,172 -7,964
21,667   39,780 -18,113
33,704   60,447 -26,743
9,937   9,229 708
4,005   4,255 -250
501   532 -31
14,771   10,734 4,037
16,529   12,187 4,342
8,919   6,343 2,576
18,142   23,193 -5,051
9,350   9,122 228
516   720 -204
600   730 -130
456   742 -286
518   751 -233
484   772 -288
449   782 -333
446   791 -345
418   800 -382
427   830 -403
398   839 -441
514   847 -333
599   858 -259
536   894 -358
556   905 -349
569   917 -348
485   929 -444
821   964 -143
13,735   12,871 864
12,431   13,322 -891
46,800   50,280 -3,480
4,050   9,036 -4,986
10,358   7,926 2,432
6,121   4,902 1,219
1,412   1,111 301
706   491 215
706   467 239
1,412   955 457
12,726   13,164 -438
7,657   4,259 3,398
8,410   9,352 -942
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       333
b       -39
c       4
d       196
e       34
      34
      34
      34
      34
      2,290
      8
      6
      7
      7
      7
      66
      6
      6
      186
      301
      295
      6
      187
      301
      601
      301
      2,579
      2,494
      85
      1,734
      2,577
      2,080
      497
      -626
      40,190
      13,953
      7,391
      18,846
      -178
      456
      3,521
      -4,127
      -28
      1,546
      675
      4
      99
      740
      15
      15
      -8,860
      -886
      -2,109
      -886
      -452
      -762
      -886
      -5,303
      -4,446
      -1,098
      -950
      -952
      -893
      -4,785
      -957
      -5,580
      -952
      -957
      -952
      -952
      -952
      -1,914
      -950
      -2,871
      -10,527
      -952
      -952
      -15,211
      -1,438
      -13,773
      -1,194
      -60
      -83
      -1,194
      -1,050
      -401
      -295
      -106
      -7,110
      -55,626
      -2,821
      14
      -7,964
      -18,113
      -26,743
      708
      -250
      -31
      4,037
      4,342
      2,576
      -5,051
      228
      -204
      -130
      -286
      -233
      -288
      -333
      -345
      -382
      -403
      -441
      -333
      -259
      -358
      -349
      -348
      -444
      -143
      864
      -891
      -3,480
      -4,986
      2,432
      1,219
      301
      215
      239
      457
      -438
      3,398
      -942
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 -116,453
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  
Form 990-PF (2021)
Form 990-PF (2021)
Page 4
Part V
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 All other domestic foundations enter 1.39% (0.0139) of line 27b. Exempt foreign organizations enter 4% (0.04) 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 1,943
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 1,943
6 Credits/Payments:
a 2021 estimated tax payments and 2020 overpayment credited to 2021 6a 750
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.............. 7 750
8 Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached. 8 48
9 Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed.......Bullet 9 1,241
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...Bullet 10  
11 Enter the amount of line 10 to be: Credited to 2022 estimated taxBullet   RefundedBullet 11  
Part VI-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
    Yes
     
    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 XIV..................................
    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 2021 or the taxable year beginning in 2021? See the instructions for Part XIII.
    If "Yes," complete Part XIII .............................
    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 (2021)
    Form 990-PF (2021)
    Page 5
    Part VI-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 addressbulletWWW.WESTDAVISANDBERGARDFOUNDATION.ORG
    14
    The books are in care ofbulletROBERT WRIGHT Telephone no.bullet (415) 407-2929

    Located atbullet4146 REDWOOD ROADOAKLANDCA ZIP+4bullet94619
    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 2021, 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 VI-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? ...........
    1a(1)
     
    No
    (2) Borrow money from, lend money to, or otherwise extend credit to (or accept it from)
    a disqualified person? ..............................
    1a(2)
     
    No
    (3) Furnish goods, services, or facilities to (or accept them from) a disqualified person? ...........
    1a(3)
     
    No
    (4) Pay compensation to, or pay or reimburse the expenses of, a disqualified person? ............
    1a(4)
     
    No
    (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)? ......................
    1a(5)
     
    No
    (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.) ...............
    1a(6)
     
    No
    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
     
     
    c
    ........bullet
    d
    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 2021? .............
    1d
     
    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 2021, did the foundation have any undistributed income (lines 6d
    and 6e, Part XII) for tax year(s) beginning before 2021?....................
    2a
     
    No
    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? ..............................
    3a
     
    No
    b
    If "Yes," did it have excess business holdings in 2021 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 2021.) .....................
    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 2021? ..
    4b
     
    No
    Form 990-PF (2021)
    Form 990-PF (2021)
    Page 6
    Part VI-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))? ..........
    5a(1)
     
    No
    (2) Influence the outcome of any specific public election (see section 4955); or to carry
    on, directly or indirectly, any voter registration drive? ....................
    5a(2)
     
    No
    (3) Provide a grant to an individual for travel, study, or other similar purposes? .............
    5a(3)
     
    No
    (4) Provide a grant to an organization other than a charitable, etc., organization described
    in section 4945(d)(4)(A)? See instructions ........................
    5a(4)
     
    No
    (5) Provide for any purpose other than religious, charitable, scientific, literary, or
    educational purposes, or for the prevention of cruelty to children or animals? .............
    5a(5)
     
    No
    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
     
     
    c
    .........bullet
    d
    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? .................
    5d
     
     
    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? .............................
    6a
     
    No
    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?
    7a
     
    No
    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? .........................
    8
     
    No
    Part VII
    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
    DORIS SEYRANIAN PRESIDENT
    2.00     		0 0 0
    4146 REDWOOD ROAD
    OAKLAND,CA94621
    MARYANNE KAPLAN SECRETARY
    2.00     		0 0 0
    4146 REDWOOD ROAD
    OAKLAND,CA94621
    ELEANOR MANUAL BOARD MEMBER
    2.00     		0 0 0
    4146 REDWOOD ROAD
    OAKLAND,CA94621
    JEANNE RICHARDS BOARD MEMBER
    2.00     		0 0 0
    4146 REDWOOD ROAD
    OAKLAND,CA94621
    ROBERT F WRIGHT TREASURER
    2.00     		0 0 0
    4146 REDWOOD ROAD
    OAKLAND,CA94621
    MATT HALEY BOARD MEMBER
    2.00     		0 0 0
    4146 REDWOOD ROAD
    OAKLAND,CA94621
    MEGAN NAKAHARA BOARD MEMBER
    2.00     		0 0 0
    4146 REDWOOD ROAD
    OAKLAND,CA94621
    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 (2021)
    Form 990-PF (2021)
    Page 7
    Part VII
    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 VIII-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 VIII-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 (2021)
    Form 990-PF (2021)
    Page 8
    Part IX
    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
    5,719,933
    b
    Average of monthly cash balances.......................
    1b
    426,437
    c
    Fair market value of all other assets (see instructions)................
    1c
    0
    d
    Total (add lines 1a, b, and c).........................
    1d
    6,146,370
    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
    6,146,370
    4
    Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
    instructions) .............................
    4
    92,196
    5
    Net value of noncharitable-use assets. Subtract line 4 from line 3. .......
    5
    6,054,174
    6
    Minimum investment return. Enter 5% (0.05) of line 5................
    6
    302,709
    Part X
    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 IX, line 6..................
    1
    302,709
    2a
    Tax on investment income for 2021 from Part V, line 5.......
    2a
    1,943
    b
    Income tax for 2021. (This does not include the tax from Part V.) ...
    2b
     
    c
    Add lines 2a and 2b............................
    2c
    1,943
    3
    Distributable amount before adjustments. Subtract line 2c from line 1............
    3
    300,766
    4
    Recoveries of amounts treated as qualifying distributions................
    4
    0
    5
    Add lines 3 and 4............................
    5
    300,766
    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 XII, line 1 ...
    7
    300,766
    Part XI
    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
     
    b
    Program-related investments—total from Part VIII-B..................
    1b
     
    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 XII, line 4.
    4
     
    Form 990-PF (2021)
    Form 990-PF (2021)
    Page 9
    Part XII
    Undistributed Income (see instructions)
    (a)
    Corpus     		(b)
    Years prior to 2020     		(c)
    2020     		(d)
    2021
    1 Distributable amount for 2021 from Part X, line 7 300,766
    2 Undistributed income, if any, as of the end of 2021:
    a Enter amount for 2020 only....... 0
    b Total for prior years:20, 20, 20 0
    3 Excess distributions carryover, if any, to 2021:
    a From 2016...... 153,261
    b From 2017...... 168,030
    c From 2018...... 170,135
    d From 2019...... 272,798
    e From 2020...... 46,695
    f Total of lines 3a through e ........ 810,919
    4Qualifying distributions for 2021 from Part
    XI, line 4: bullet$ 388,761
    a Applied to 2020, 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 2021 distributable amount..... 300,766
    e Remaining amount distributed out of corpus 87,995
    5 Excess distributions carryover applied to 2021. 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 5 898,914
    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 2021. Subtract
    lines 4d and 5 from line 1. This amount must
    be distributed in 2022 ..........     		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 2016 not
    applied on line 5 or line 7 (see instructions) ...     		153,261
    9 Excess distributions carryover to 2022.
    Subtract lines 7 and 8 from line 6a ......     		745,653
    10 Analysis of line 9:
    a Excess from 2017.... 168,030
    b Excess from 2018.... 170,135
    c Excess from 2019.... 272,798
    d Excess from 2020.... 46,695
    e Excess from 2021.... 87,995
    Form 990-PF (2021)
    Form 990-PF (2021)
    Page 10
    Part XIII
    Private Operating Foundations (see instructions and Part VI-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 2021, 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) 2021 (b) 2020 (c) 2019 (d) 2018
             
    b 85% (0.85) of line 2a .........          
    c Qualifying distributions from Part XI,
    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 IX, 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 XIV
    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).)
    DORIS SEYRANIAN
    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 (2021)
    Form 990-PF (2021)
    Page 11
    Part XIV
    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
    A FRIENDLY MANOR CO ST MARY'S CENTER
    PO BOX 23403
    OAKLAND,CA94623     		NONE EOF DONATION 5,000
    A SAFE PLACE
    PO BOX 23006
    OAKLAND,CA94623     		NONE EOF DONATION 12,000
    ALAMEDA FOOD BANK
    PO BOX 2167
    ALAMEDA,CA94501     		NONE EOF DONATION 5,000
    BAY AREA ASSN OF DISABLED SAILORS
    40 THE EMBARCADERO
    SAN FRANCISCO,CA94107     		NONE EOF DONATION 100,000
    BERKELEY FOOD & HOUSING PROJECT
    3225 ADELINE STREET
    BERKELEY,CA94703     		NONE EOF DONATION 10,000
    BEYOND EMANCIPATION
    675 HEGENBERGER RD
    OAKLAND,CA94621     		NONE EOF DONATION 7,500
    CRISTO REY DE LA SALLE EBHS
    1530 - 34TH AVENUE
    OAKLAND,CA94601     		NONE EOF DONATION 7,500
    DOROTHY DAY HOUSE
    PO BOX 12701
    BERKELEY,CA94712     		NONE EOF DONATION 15,000
    EAST BAY SPCA
    8323 BALDWIN STREET
    OAKLAND,CA94621     		NONE EOF DONATION 7,500
    FAMILY AID CATHOLIC EDUCATION
    2121 HARRISON ST 100
    OAKLAND,CA94610     		NONE EOF DONATION 5,000
    FRANCISCAN MISSIONS
    940 N BROWNS LAKE DR
    BURLINGTON,WI53105     		NONE EOF DONATION 10,000
    FRIENDSHIP HOUSE
    56 JULIAN AVENUE
    SAN FRANCISCO,CA94103     		NONE EOF DONATION 5,000
    GRATEFUL GATHERINGS
    1528 WEBSTER STREET 2
    OAKLAND,CA94612     		NONE EOF DONATION 9,500
    INNER WHEEL OF SAN LEANDRO
    977 KENYON AVENUE
    SAN LEANDRO,CA94577     		NONE EOF DONATION 7,200
    JOYBELLS PROJECT OF CATHOLIC CHARITIES
    433 JEFFERSON STREET
    OAKLAND,CA94607     		NONE EOF DONATION 5,000
    LEGAL ASSISTANCE FOR SENIORS
    333 HEGENBERGER RD 850
    OAKLAND,CA94621     		NONE EOF DONATION 7,500
    MERCY BROWN BAG
    3431 FOOTHILL BLVD
    OAKLAND,CA94601     		NONE EOF DONATION 5,000
    NATIVE AMERICAN HEALTH CENTER
    2920 INTERNATIONAL BLVD
    OAKLAND,CA94601     		NONE EOF DONATION 7,500
    NEXT STEP LEARNING CENTER
    2222 CURTIS ST
    OAKLAND,CA94607     		NONE EOF DONATION 7,500
    NOVA UKRAINE
    963 MEARS CT
    STANFORD,CA94305     		NONE EOF DONATION 10,000
    OAKLAND CATHOLIC WORKER
    4848 INTERNATIONAL BLVD
    OAKLAND,CA94601     		NONE EOF DONATION 20,000
    OAKLAND COMM FOR EQUITY & JUSTICE
    4799 SHATTUCK AVENUE
    OAKLAND,CA94609     		NONE EOF DONATION 3,000
    OAKLAND ELIZABETH HOUSE
    6423 COLBY STREET
    OAKLAND,CA94618     		NONE EOF DONATION 6,000
    OPERATION DIGNITY
    3850 SAN PABLO AVENUE 102
    EMERYVILLE,CA94608     		NONE EOF DONATION 15,000
    OPTIONS RECOVERY SERVICES
    1835 ALLSTON WAY
    BERKERLEY,CA94703     		NONE EOF DONATION 7,500
    PRESCOTT CIRCUS THEATRE
    800 PINE ST 10
    OAKLAND,CA94607     		NONE EOF DONATION 7,500
    PROVIDENCE HOUSE OAKLAND
    540 - 23RD STREET
    OAKLAND,CA94612     		NONE EOF DONATION 5,000
    SEQUOYAH COUNTRY CLUB
    4550 HEAFEY RD
    OAKLAND,CA94605     		NONE EOF DONATION 500
    SIDE BY SIDEREAL ALTERNATIVE
    22245 MAIN STREET 200
    HAYWARD,CA94541     		NONE EOF DONATION 7,000
    ST MARY'S CENTER
    925 BROCKHURST STREET
    OAKLAND,CA94608     		NONE EOF DONATION 12,500
    ST VINCENT DAY HOME
    1086 8TH ST
    OAKLAND,CA94607     		NONE EOF DONATION 7,500
    STEP SAMARITAN NEIGHBORHOOD CENTER
    534 22ND STREET
    OAKLAND,CA94612     		NONE EOF DONATION 10,000
    SWORDS TO PLOWSHARES
    2719 TELEGRAPH AVENUE
    OAKLAND,CA94612     		NONE EOF DONATION 10,000
    THE FRIENDS OF ALAMEDA COUNTY
    1590 FORTMANN WAY
    ALAMEDA,CA94501     		NONE EOF DONATION 7,500
    WORLD CENTRAL KITCHEN
    200 MASSACHUSSETS AVE NW 7TH FLOOR
    WASHINGTON,DC20001     		NONE EOF DONATION 10,000
    Total .................................bullet 3a 377,700
    bApproved for future payment
    Total .................................bullet 3b 0
    Form 990-PF (2021)
    Form 990-PF (2021)
    Page 12
    Part XV-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 31,699  
    4 Dividends and interest from securities ....          
    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 .....          
    8 Gain or (loss) from sales of assets other than
    inventory ............     		    14 -116,453  
    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) .. 0 117,041 0
    13Total. Add line 12, columns (b), (d), and (e)..................
    13
    117,041
    (See worksheet in line 13 instructions to verify calculations.)
    Part XV-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 XV-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 (2021)
    Form 990-PF (2021)
    Page 13
    Part XVI
    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 (2021)
    Additional Data


    Software ID:  
    Software Version:  


    Form 990PF - Special Condition Description:
    Special Condition Description
    Schedule B
    (Form 990)
    Department of the Treasury
    Internal Revenue Service
    Schedule of Contributors

    Arrow Bullet Attach to Form 990, 990-EZ, or 990-PF.
    Arrow Bullet Go to www.irs.gov/Form990 for the latest information.
    OMB No. 1545-0047
    2021
    Name of the organization
    WEST DAVIS & BERGARD FOUNDATION
     
    Employer identification number

    94-3255381
    Organization type (check one):
    Filers of:
    Section:
    Form 990 or 990-EZ






    Form 990-PF




    Check if your organization is covered by the General Rule or a Special Rule.  
    Note: Only a section 501(c)(7), (8), or (10) organization can check boxes for both the General Rule and a Special Rule. See instructions.
    General Rule
    Special Rules
    ......... Arrow Bullet $  
    Caution: An organization that isn't covered by the General Rule and/or the Special Rules doesn't file Schedule B (Form 990,
    990-EZ, or 990-PF), but it must answer “No” on Part IV, line 2, of its Form 990; or check the box on line H of its Form 990-EZ
    or on its Form 990PF, Part I, line 2, to certify that it doesn't meet the filing requirements of Schedule B (Form 990,
    990-EZ, or 990-PF).
    For Paperwork Reduction Act Notice, see the Instructions
    for Form 990, 990-EZ, or 990-PF.
    Cat. No. 30613XSchedule B (Form 990) (2021)
    Schedule B (Form 990) (2021) Page 2
    Name of organization
    WEST DAVIS & BERGARD FOUNDATION
          		Employer identification number
    94-3255381
    Part I
    Contributors
    Contributors (see instructions). Use duplicate copies of Part I if additional space is needed.
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
    1
    CARL A BERGARD REVOCABLE TRUST OF 2001
     
    626 61ST STREET
     
    OAKLAND, CA94609

    		$ 338,963


    (Complete Part II for noncash contributions.)
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
     
     
     
     

    		$  


    (Complete Part II for noncash contributions.)
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
     
     
     
     

    		$  


    (Complete Part II for noncash contributions.)
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
     
     
     
     

    		$  


    (Complete Part II for noncash contributions.)
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
     
     
     
     

    		$  


    (Complete Part II for noncash contributions.)
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
     
     
     
     

    		$  


    (Complete Part II for noncash contributions.)
    Schedule B (Form 990) (2021)
    Schedule B (Form 990) (2021)
    Page 3
    Name of organization
    WEST DAVIS & BERGARD FOUNDATION
          		Employer identification number

    94-3255381
    Part II
    Noncash Property (see instructions). Use duplicate copies of Part II if additional space is needed.
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
     
    		$    
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
     
    		$    
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
     
    		$    
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
     
    		$    
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
     
    		$    
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
     
    		$    
    Schedule B (Form 990) (2021)
    Schedule B (Form 990) (2021)
    Page 4
    Name of organization
    WEST DAVIS & BERGARD FOUNDATION
          		Employer identification number

    94-3255381
    Part III
    Exclusively religious, charitable, etc., contributions to organizations described in section 501(c)(7), (8), or (10) that total more than $1,000 for the year from any one contributor. Complete columns (a) through (e) and the following line entry. For organizations completing Part III, enter the total of exclusively religious, charitable, etc., contributions of $1,000 or less for the year. (Enter this information once. See instructions.) Arrow Bullet$  
    Use duplicate copies of Part III if additional space is needed.
    (a)
    No. from Part I    		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
     
    (e) Transfer of gift
    Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
     
     
         
     
    (a)
    No. from Part I    		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
     
    (e) Transfer of gift
    Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
     
     
         
     
    (a)
    No. from Part I    		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
     
    (e) Transfer of gift
    Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
     
     
         
     
    (a)
    No. from Part I    		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
     
    (e) Transfer of gift
    Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
     
     
         
     
    Schedule B (Form 990) (2021)
    Additional Data


    Software ID:  
    Software Version:  

    TY 2021 AccountingFeesSchedule
    Name:
    WEST DAVIS & BERGARD FOUNDATION
    EIN:
    94-3255381
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    PROFESSIONAL FEES 8,500 4,250   4,250

    TY 2021 InvestmentsCorpStockSchedule
    Name:
    WEST DAVIS & BERGARD FOUNDATION
    EIN:
    94-3255381
    Name of Stock End of Year Book Value End of Year Fair Market Value
      4,929,931 4,929,931

    TY 2021 InvestmentsOtherSchedule2
    Name:
    WEST DAVIS & BERGARD FOUNDATION
    EIN:
    94-3255381
    Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
      AT COST 240,349 240,349

    TY 2021 OtherDecreasesSchedule
    Name:
    WEST DAVIS & BERGARD FOUNDATION
    EIN:
    94-3255381
    Description Amount
    NET UNREALIZED GAINS OR LOSSES ON INVESTMENTS 1,227,864


    TY 2021 OtherExpensesSchedule
    Name:
    WEST DAVIS & BERGARD FOUNDATION
    EIN:
    94-3255381
    Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    BROKERAGE 66,979 66,979   0
    DUES 1,013 253   760
    INSURANCE 1,200 300   900
    STIPENDS 5,700 1,425   4,275
    TELEPHONE 575 144   431
    OFFICE EXPENSE 593 148   445


    TY 2021 OtherProfessionalFeesSchedule
    Name:
    WEST DAVIS & BERGARD FOUNDATION
    EIN:
    94-3255381
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    LEGAL, CONSULTING 16,452 16,452   0


    TY 2021 TaxesSchedule
    Name:
    WEST DAVIS & BERGARD FOUNDATION
    EIN:
    94-3255381
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    TAXES 3,792 3,792   0