Form990-PF

Department of the Treasury
Internal Revenue Service

Return of Private Foundation
or Section 4947(a)(1) Trust Treated as Private Foundation
Do not enter social security numbers on this form as it may be made public.
Go to www.irs.gov/Form990PF for instructions and the latest information.
OMB No. 1545-0047
2025
Open to Public Inspection
For calendar year 2025, or tax year beginning 01 - 01 2025, and ending 12 - 31, 20 25
Name of foundation
BERNARD E & ALBA WITKIN CHARITABLE
FOUNDATION
Number and street (or P.O. box number if mail is not delivered to street address) PO BOX 7190
  Room/suite
City or town
BERKELEY
State or province
CA
Country  
ZIP or foreign postal code
94707
A Employer identification number

73-1661679
B Telephone number (see instructions)

5108453416
C
G Check all that apply:

D 1. Foreign organizations, check here.............
2. Foreign organizations meeting the 85%
test, check here and attach computation ...
E
H Check type of organization:
F
I Fair market value of all assets at end
of year (from Part II, col. (c),
line 16)$16,875,233J 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 .................
3 Interest on savings and temporary cash investments      
4 Dividends and interest from securities... 336,191 336,191  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 8,602,816
b Gross sales price for all assets on line 6a 2,007,807
7 Capital gain net income (from Part IV, line 2)... 8,602,816
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........ 8,939,007 8,939,007  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 199,920 119,952   79,968
14 Other employee salaries and wages......        
15 Pension plans, employee benefits.......        
16a Legal fees (attach schedule)......... Click to see attachment
List of Attached Documents:
// Content
3,467 2,600   867
b Accounting fees (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
75,031 56,273   18,758
c Other professional fees (attach schedule)....        
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... Click to see attachment
List of Attached Documents:
// Content
37,209 10,003   6,174
19 Depreciation (attach schedule) and depletion...      
20 Occupancy..............        
21 Travel, conferences, and meetings....... 5,995 4,496   1,499
22 Printing and publications..........        
23 Other expenses (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
16,921 12,842   4,079
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 338,543 206,166   111,345
25 Contributions, gifts, grants paid....... 2,000,000 2,000,000
26 Total expenses and disbursements. Add lines 24 and 25 ................ 2,338,543 206,166   2,111,345
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements 6,600,464
b Net investment income (if negative, enter -0-) 8,732,841
c Adjusted net income (if negative, enter -0-)...  
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2025)
Form 990-PF (2025)
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............. 24,934 44,205 44,205
2 Savings and temporary cash investments......... 2,024,813 4,951,647 4,951,647
3 Accounts receivable  
Less: allowance for doubtful accounts        
4 Pledges receivable  
Less: allowance for doubtful accounts        
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)  
Less: allowance for doubtful accounts        
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)....... 384,307 Click to see attachment
List of Attached Documents:
// Content
2,191,473 		2,191,473
c Investments—corporate bonds (attach schedule)....... 1,659,130 Click to see attachment
List of Attached Documents:
// Content
9,687,908 		9,687,908
11 Investments—land, buildings, and equipment: basis  
Less: accumulated depreciation (attach schedule)        
12 Investments—mortgage loans.............      
13 Investments—other (attach schedule)..........      
14 Land, buildings, and equipment: basis  
Less: accumulated depreciation (attach schedule)        
15 Other assets (describe ) Click to see attachment
List of Attached Documents:
// Content
5,903,047 		Click to see attachment
List of Attached Documents:
// Content
0 		Click to see attachment
List of Attached Documents:
// Content
0
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 9,996,231 16,875,233 16,875,233
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 )    
23 Total liabilities (add lines 17 through 22)......... 0 0
Net Assets or Fund Balances Foundations that follow FASB ASC 958, check here
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
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 9,996,231 16,875,233
29 Total net assets or fund balances (see instructions)..... 9,996,231 16,875,233
30 Total liabilities and net assets/fund balances (see instructions). 9,996,231 16,875,233
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
9,996,231
2
Enter amount from Part I, line 27a .....................
2
6,600,464
3
Other increases not included in line 2 (itemize) Click to see attachment
List of Attached Documents:
// Content
3
278,538
4
Add lines 1, 2, and 3 ..........................
4
16,875,233
5
Decreases not included in line 2 (itemize)
5
0
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, line 29, column (b) ..
6
16,875,233
Form 990-PF (2025)
Form 990-PF (2025)
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 ROYALTY CONTRACT D 2015-01-02 2025-12-31
b PUBLICLY TRADED SECURITIES   2025-01-01 2025-12-31
c CAPITAL GAINS DIVIDENDS P    
d
e
(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       8,596,953
b 2,002,579   2,001,944 635
c 5,228     5,228
d
e
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       8,596,953
b       635
c       5,228
d
e
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 8,602,816
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
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 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) 1 121,386
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........................... 3 121,386
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- ..... 5 121,386
6 Credits/Payments:
a 2025 estimated tax payments and 2024 overpayment credited to 2025 6a 18,960
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 18,960
8 Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached. Click to see attachment
List of Attached Documents:
// Content
8 0
9 Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed....... 9 102,426
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid... 10  
11 Enter the amount of line 10 to be: Credited to 2026 estimated tax   Refunded 11  
For Refunded amount, also complete and attach Form 8050. See instructions.
Form 990-PF (2025)
Form 990-PF (2025)
Page 4
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. $ 0(2) On foundation managers.$ 0
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.$ 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:
round bullet By language in the governing instrument, or
round bullet 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)
CA
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 2025 or the taxable year beginning in 2025? 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
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 addressN/A
14
The books are in care ofKENNETH KUCHMAN Telephone no. (510) 845-3416

Located atPO BOX 7190BERKELEYCA ZIP+494707
15
Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of Form 1041 —check here .........
and enter the amount of tax-exempt interest received or accrued during the year ........
15
 
16 At any time during calendar year 2025, 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
Form 990-PF (2025)
Form 990-PF (2025)
Page 5
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)
Yes
 
(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
 
No
c
Organizations relying on a current notice regarding disaster assistance check here ........
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 2025? .............
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 2025, did the foundation have any undistributed income (Part XII, lines 6d
and 6e) for tax year(s) beginning before 2025?....................
2a
 
No
If "Yes," list the years 20, 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.
20, 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 2025 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 Form 4720, Schedule C, to determine
if the foundation had excess business holdings in 2025.).....................
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 2025? ..
4b
 
No
Form 990-PF (2025)
Form 990-PF (2025)
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
 
No
c
Organizations relying on a current notice regarding disaster assistance check .........
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
KENNETH KUCHMAN CHAIR AND PRESIDENT
40.00 		199,920 0 0
PO BOX 7190
BERKELEY,CA94707
BRENDA HARBIN-FORTE VICE PRESIDENT
0.25 		0 0 0
PO BOX 7190
BERKELEY,CA94707
MARY FRIEDMAN SECRETARY
0.25 		0 0 0
PO BOX 7190
BERKELEY,CA94707
LISA KARPLUS TREASURER
0.25 		0 0 0
PO BOX 7190
BERKELEY,OR94707
TROY L NUNLEY BOARD MEMBER
0.25 		0 0 0
PO BOX 7190
BERKELEY,CA94707
CHERI MEZZAPELLE BOARD MEMBER
0.25 		0 0 0
PO BOX 7190
BERKELEY,CA94707
DAVID BONELLI BOARD MEMBER
0.25 		0 0 0
PO BOX 7190
BERKELEY,CA94707
STELLA NGAI BOARD MEMBER
0.25 		0 0 0
PO BOX 7190
BERKELEY,CA94707
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................... 0
Form 990-PF (2025)
Form 990-PF (2025)
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.............right arrow0
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.........................0
Form 990-PF (2025)
Form 990-PF (2025)
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
6,834,197
b
Average of monthly cash balances.......................
1b
2,862,205
c
Fair market value of all other assets (see instructions)................
1c
0
d
Total (add lines 1a, 1b, and 1c).......................
1d
9,696,402
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
9,696,402
4
Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
instructions) .............................
4
145,446
5
Net value of noncharitable-use assets. Subtract line 4 from line 3. ............
5
9,550,956
6
Minimum investment return. Enter 5% (0.05) of line 5 ................
6
477,548
Part X
Distributable Amount (see instructions) (Section 4942(j)(3) and (j)(5) private operating foundations and certain foreign organizations check here and do not complete this part.)
1
Minimum investment return from Part IX, line 6..................
1
477,548
2a
Tax on investment income for 2025 from Part V, line 5 .......
2a
121,386
b
Income tax for 2025. (This does not include the tax from Part V.) ...
2b
 
c
Add lines 2a and 2b............................
2c
121,386
3
Distributable amount before adjustments. Subtract line 2c from line 1............
3
356,162
4
Recoveries of amounts treated as qualifying distributions................
4
0
5
Add lines 3 and 4............................
5
356,162
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
356,162
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, line 26, column (d) ..........
1a
2,111,345
b
Program-related investments—total from Part VIII-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 XII, line 4. .......
4
2,111,345
Form 990-PF (2025)
Form 990-PF (2025)
Page 9
Part XII
Undistributed Income (see instructions)
(a)
Corpus 		(b)
Years prior to 2024 		(c)
2024 		(d)
2025
1 Distributable amount for 2025 from Part X, line 7 356,162
2 Undistributed income, if any, as of the end of 2025:
a Enter amount for 2024 only....... 0
b Total for prior years:20 , 20, 20 0
3 Excess distributions carryover, if any, to 2025:
a From 2020...... 785,980
b From 2021...... 740,468
c From 2022...... 1,498,136
d From 2023...... 944,937
e From 2024...... 1,247,661
f Total of lines 3a through e ........ 5,217,182
4Qualifying distributions for 2025 from Part
XI, line 4: $ 2,111,345
a Applied to 2024, 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 2025 distributable amount..... 356,162
e Remaining amount distributed out of corpus 1,755,183
5 Excess distributions carryover applied to 2025. 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 6,972,365
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 2024. Subtract line
4a from line 2a. Taxable amount—see
instructions ............. 		0
f Undistributed income for 2025. Subtract
lines 4d and 5 from line 1. This amount must
be distributed in 2026 .......... 		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 2020 not
applied on line 5 or line 7 (see instructions) ... 		785,980
9 Excess distributions carryover to 2026.
Subtract lines 7 and 8 from line 6a ...... 		6,186,385
10 Analysis of line 9:
a Excess from 2021 .... 740,468
b Excess from 2022 .... 1,498,136
c Excess from 2023 .... 944,937
d Excess from 2024 .... 1,247,661
e Excess from 2025 .... 1,755,183
Form 990-PF (2025)
Form 990-PF (2025)
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 2025, enter the date of the ruling ......
 
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 IX for each
year listed .......... 		Tax year Prior 3 years (e) Total
(a) 2025 (b) 2024 (c) 2023 (d) 2022
         
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, 3b, or 3c 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).)
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 if the foundation only makes contributions to preselected charitable organizations and does not accept
unsolicited requests for funds. If the foundation makes gifts, grants, etc. to individuals or organizations under
other conditions, complete items 2a, 2b, 2c, and 2d. See instructions
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 (2025)
Form 990-PF (2025)
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 BETTER WAY

3200 ADELINE STREET
BERKELEY,CA94703 		NONE   FOSTER CHILDREN PROGRAMS 15,000

A DIAMOND IN THE RUFF

5940 HAYES STREET
OAKLAND,CA94621 		NONE   CHILDCARE PROGRAMS 12,000

ADVOKIDS

5643 PARADISE DRIVE SUITE 12 B
CORTE MADERA,CA95833 		NONE   FOSTER CHILDREN PROGRAMS 25,000

ALAMEDA BOYS & GIRLS CLUB

POST OFFICE BOX 1069
ALAMEDA,CA94501 		NONE   GENERAL SUPPORT 20,000

ALAMEDA COUNTY COMMUNITY FOOD BANK

7900 EDGEWATER DRIVE
OAKLAND,CA94621 		NONE   CHILDREN'S FOOD PROGRAMS 17,500

ALAMEDA FAMILY SERVICES

2325 CLEMENT AVENUE SUITE A
ALAMEDA,CA94501 		NONE   EARLY EDUCATION PROGRAMS 20,000

ALAMEDA HEALTH SYSTEM FOUNDATION

55 HARRISON STREET SUITE 600
OAKLAND,CA94607 		NONE   DULCE PROGRAM - HIGHLAND HOSPITAL 25,000

AMERICAN FRIENDS SERVICE COMMITTEE

1501 CHERRY STREET
PHILADELPHIA,PA19102 		NONE   GENERAL EAST BAY PROGRAM SUPPORT 1,000

ASPIRE EDUCATION PROJECT

1721 BROADWAY SUITE 201
OAKLAND,CA94612 		NONE   READING BUDDIES PROGRAM 10,000

BAY AREA COMMUNITY RESOURCES

11175 SAN PABLO AVENUE
EL CERRITO,CA94530 		NONE   MENTAL HEALTH SERVICES TO BERKELEY PUBLIC SCHOOLS 45,000

BAY AREA CRISIS NURSERY

1506 MENDOCINO DRIVE
CONCORD,CA94521 		NONE   GENERAL SUPPORT 10,000

BAY AREA HISPANO INSTITUTE FOR ADVANCEMENT

1000 CAMELIA STREET
BERKELEY,CA94710 		NONE   GENERAL PRESCHOOL SUPPORT 40,000

BERKELEY BABY BOOK PROJECT

POST OFFICE BOX 8213
BERKELEY,CA94707 		NONE   GENERAL SUPPORT 7,500

BERKELEY FOOD NETWORK

1569 SOLANO AVENUE 243
BERKELEY,CA94707 		NONE   GENERAL SUPPORT 12,500

BERKELEY HIGH JAZZ

POST OFFICE BOX 1027
BERKELEY,CA94701 		NONE   GENERAL SUPPORT 1,000

BERKELEY PUBLIC SCHOOLS FUND

POST OFFICE BOX 2066
BERKELEY,CA94702 		NONE   2025 SPONSORSHIP 25,000

BERKELEY SYMPHONY

1919 ADDISON STREET 201
BERKELEY,CA94704 		NONE   MUSIC IN THE SCHOOLS PROGRAM 20,000

BEYOND EMANCIPATION

675 HEGENBERGER ROAD SUITE 100
OAKLAND,CA94621 		NONE   COMMUNITY HOUSING PROGRAM FOR PREGNANT AND PARENTING MOMS 10,000

BLUE SKIES FOR CHILDREN

3021 BROOKDALE AVENUE
OAKLAND,CA94602 		NONE   TUITION SUPPORT/MENTAL HEALTH PROGRAM 45,000

BOYS & GIRLS CLUB OF OAKLAND

3330 HIGH STREET SECOND FLOOR
OAKLAND,CA94619 		NONE   EDUCATION/CAREER DEVELOPMENT PROGRAMS 10,000

BUILDING FUTURES WITH WOMEN AND CHILDREN

1840 FAIRWAY DRIVE
SAN LEANDRO,CA94577 		NONE   PLAYGROUND PROJECT 5,000

BUILDING FUTURES WITH WOMEN AND CHILDREN

1840 FAIRWAY DRIVE
SAN LEANDRO,CA94577 		NONE   CHILDREN'S PROGRAMS 15,000

CALIFORNIA JUDGES FOUNDATION

2520 VENTURE OAKS WAY SUITE 150
SACRAMENTO,CA95833 		NONE   2025 AWARD AND CONFERENCE 1,500

CALIFORNIA STATE LIBRARY FOUNDATION

1225 - 8TH STREET SUITE 345
SACRAMENTO,CA95814 		NONE   WITKIN LAW LIBRARY 1,000

CANTARE CON VIVO

2619 BROADWAY
OAKLAND,CA94612 		NONE   CHILDREN'S MUSIC PROGRAMS 12,500

CASA OF ALAMEDA COUNTY

1000 SAN LEANDRO BOULEVARD SUITE
300
SAN LEANDRO,CA95833 		NONE   GENERAL SUPPORT 20,000

CASA OF CONTRA COSTA COUNTY

2151 SALVIO STREET SUITE 295
CONCORD,CA94520 		NONE   GENERAL SUPPORT 15,000

CASA OF MARIN COUNTY

1501 LOS GAMOS ROAD 130
SAN RAFAEL,CA94903 		NONE   GENERAL SUPPORT 15,000

CASA OF SAN FRANCISCO

1663 MISSION STREET UNIT 700
SAN FRANCISCO,CA94103 		NONE   GENERAL SUPPORT 7,500

CASA OF SONOMA COUNTY

POST OFFICE BOX 1418
KENWOOD,CA95452 		NONE   GENERAL SUPPORT 15,000

CENTER FOR EARLY INTERVENTION ON DEAFNESS

1035 GRAYSON STREET
BERKELEY,CA94710 		NONE   SUNSHINE INCLUSIONARY PRESCHOOL 25,000

CENTER FOR YOUTH DEVELOPMENT THROUGH LAW

2120 UNIVERSITY AVENUE
BERKELEY,CA94704 		NONE   GENERAL SUPPORT 15,000

CHILD ABUSE PREVENTION COUNCIL OF CONTRA COSTA COUNTY

220 DIAMOND BOULEVARD SUITE 120
CONCORD,CA94520 		NONE   NURTURING PARENTING PROGRAM 15,000

CHILD CARE LAW CENTER

POST OFFICE BOX 9066
BERKELEY,CA94709 		NONE   GENERAL SUPPORT 10,000

CHILDREN NOW

1404 FRANKLIN STREET SUITE 700
OAKLAND,CA94612 		NONE   GENERAL SUPPORT 1,000

CHILDREN RISING

2633 TELEGRAPH AVENUE 412
OAKLAND,CA94612 		NONE   SUCCEEDING BY READING PROGRAM 12,000

COMMUNITY INITIATIVES

1000 BROADWAY SUITE 480
OAKLAND,CA94607 		NONE   EARLY CHILDHOOD FUNDERS 2,500

COMMUNITY RESOURCES FOR SCIENCE

1611 SAN PABLO AVENUE SUITE 10B
BERKELEY,CA94702 		NONE   GENERAL SUPPORT 10,000

DESTINY ARTS

970 GRACE AVENUE
OAKLAND,CA94608 		NONE   PROGRAMS IN OUSD SCHOOLS 12,500

DIABLO BALLET

POST OFFICE BOX 4700
WALNUT CREEK,CA94596 		NONE   PEEK PROGRAM 10,000

EARLY CHILDHOOD MENTAL HEALTH PROGRAM

200 - 24TH STREET
RICHMOND,CA94804 		NONE   GENERAL SUPPORT 20,000

EAST BAY AGENCY FOR CHILDREN

2828 FORD ST
OAKLAND,CA94601 		NONE   HAWTHORNE FAMILY R. CENTER AND TNS 27,500

EAST BAY CENTER FOR THE PERFORMING ARTS

339 11TH STREET
RICHMOND,CA94801 		NONE   GENERAL SUPPORT 15,000

EAST BAY CHILDREN'S LAW OFFICES

80 SWAN WAY SUITE 300
OAKLAND,CA94621 		NONE   GENERAL SUPPORT 27,500

EAST BAY COMMUNITY LAW CENTER

1950 UNIVERSITY AVENUE SUITE 200
BERKELEY,CA94704 		NONE   UNDER-RESOURCED FAMILY SUPPORT 15,000

EAST OAKLAND YOUTH DEVELOPMENT CENTER

8200 INTERNATIONAL BOULEVARD
OAKLAND,CA94621 		NONE   GENERAL SUPPORT 15,000

FAMILY BUILDERS

1900 EMBARCADERO SUITE 303
OAKLAND,CA94606 		NONE   GENERAL SUPPORT 15,000

FAMILY JUSTICE CENTER OF CONTRA COSTA COUNTY

2151 SALVIO STREET SUITE 201
CONCORD,CA94520 		NONE   NAVIGATION PROGRAMS 20,000

FAMILY PATHS

1727 MARTIN LUTHER KING JR WAY
SUITE 109
OAKLAND,CA94612 		NONE   ABRIENDO PUERTAS/OPENING DOORS 10,000

FAMILY VIOLENCE LAW CENTER

470 27TH STREET
OAKLAND,CA94612 		NONE   GENERAL SUPPORT 15,000

FIRST PLACE FOR YOUTH

426 17TH STREET SUITE 100
OAKLAND,CA94612 		NONE   GENERAL SUPPORT 10,000

GIFFORDS CENTER TO PREVENT GUN VIOLENCE

268 BUSH STREET SUITE 555
SAN FRANCISCO,CA94104 		NONE   EAST BAY PROGRAMS 10,000

GO PUBLIC SCHOOLS

5960 S LAND PARK DRIVE
SACRAMENTO,CA95822 		NONE   FAMILY EDUCATION PROGRAMS 5,000

HEALTHY BLACK FAMILIES

2927 ADELINE STREET
BERKELEY,CA94703 		NONE   GENERAL SUPPORT 10,000

INNER CITY BLISS

5701 INTERNATIONAL BOULEVARD UNIT
24
OAKLAND,CA94621 		NONE   NIA DANCE PROJECT 10,000

INTERNATIONAL CHILD RESOURCE INSTITUTE

125 UNIVERSITY AVENUE
BERKELEY,CA94710 		NONE   HEARTS LEAP PRESCHOOLS 40,000

JOHN MUIR LAND TRUST

POST OFFICE BOX 31
MARTINEZ,CA94553 		NONE   FAMILY HARVEST FARM 10,000

JUNIOR CENTER OF ART AND SCIENCE

558 BELLEVUE AVENUE
OAKLAND,CA94610 		NONE   GENERAL SUPPORT 10,000

KALA ART INSTITUTE

1060 HEINZ AVENUE
BERKELEY,CA94710 		NONE   ARTISTS-IN-SCHOOLS (AIS) PROGRAM 15,000

LEGAL AID ASSOCIATION OF CALIFORNIA

1832 SECOND STREET
BERKELEY,CA94710 		NONE   LSFN SUPPORT/FELLOWSHIP PROGRAM 22,500

LEGAL ACCESS ALAMEDA

548 MARKET STREET PMB 22692
SAN FRANCISCO,CA94104 		NONE   GUARDIANSHIP PROGRAM 5,000

LEGAL ASSISTANCE FOR SENIORS

333 HEGENBERGER ROAD SUITE 850
OAKLAND,CA94621 		NONE   GUARDIANSHIP PROGRAM 15,000

LEGAL SERVICES FOR CHILDREN

870 MARKET STREET
SAN FRANCISCO,CA94102 		NONE   LAW SCHOOL PRACTICUM AND INTERN PROGRAM 110,000

LINCOLN FAMILIES

150 LINDEN STREET
OAKLAND,CA94607 		NONE   EARLY CHILDHOOD MENTAL HEALTH CONSULTATION PROGRAM 20,000

LIGHTHOUSE FOR THE BLIND

1155 MARKET STREET 10TH FLOOR
SAN FRANCISCO,CA94103 		NONE   LITTLE LEARNERS PROGRAM 12,500

LOTUS BLOOM FAMILY RESOURCE CENTER

555 - 9TH STREET UNIT 131
OAKLAND,CA94612 		NONE   OAKLAND PRESCHOOL PROGRAMS 10,000

LOVED TWICE

5627 TELEGRAPH AVENUE SUITE 375
OAKLAND,CA94609 		NONE   GENERAL SUPPORT 7,500

LUNA DANCE & CREATIVITY

POST OFFICE BOX 7788
BERKELEY,CA94707 		NONE   EARLY CHILDHOOD EDUCATION PROGRAMS 10,000

LUTHERAN SOCIAL SERVICES OF CALIFORNIA

1465 CIVIC COURT BUILDING D SUITE
810
CONCORD,CA94520 		NONE   VITA TAX PROGRAM 10,000

MAKE IT HOME

369 B THIRD STREET NUMBER 331
SAN RAFAEL,CA94901 		NONE   GENERAL SUPPORT 15,000

MINDFUL LIFE PROJECT

1001 CANAL BLVD SUITE A
RICHMOND,CA94801 		NONE   GENERAL SUPPORT 20,000

MOUNT DIABLO UNIFIED SCHOOL DISTRICT

2701 WILLOW PASS ROAD
CONCORD,CA94519 		NONE   GENERAL SUPPORT 25,000

NIA HOUSE PRESCHOOL

2234 NINTH STREET
BERKELEY,CA94710 		NONE   GENERAL SUPPORT 20,000

NIHONMACHI LITTLE FRIENDS

1830 SUTTER STREET
SAN FRANCISCO,CA94115 		NONE   PRESCHOOL SUPPORT 10,000

OAKLAND ELIZABETH HOUSE

6423 COLBY STREET
OAKLAND,CA94618 		NONE   GENERAL SUPPORT 12,000

OAKLAND LEAF

520 3RD STREET
OAKLAND,CA94607 		NONE   GENERAL SUPPORT 15,000

OAKLAND LITERACY COALITION

2744 E 11TH STREET SUITE H03
OAKLAND,CA94601 		NONE   SORA - DIGITAL LIBRARY OF EBOOKS 10,000

OPTIONS RECOVERY SERVICES

1835 ALLSTON WAY
BERKELEY,CA94704 		NONE   ALICE STREET HOUSE 12,500

PARTNERS FOR JUSTICE

244 FIFTH AVENUE SUITE R277
NEW YORK,NY10001 		NONE   PARENT DEFENSE PILOT PROGRAM 15,000

PEGASUS VOYAGES

1554 SONOMA AVENUE
ALBANY,CA94706 		NONE   GENERAL SUPPORT 10,000

PLAYWORKS NORTHERN CALIFORNIA

1440 BROADWAY SUITE 200
OAKLAND,CA94612 		NONE   EAST BAY PROGRAMS 15,000

PRESCOTT CIRCUS THEATRE

800 PINE STREET 10
OAKLAND,CA94607 		NONE   EAST BAY PROGRAMS 10,000

PROJECT AVARY

POST OFFICE BOX 150088
SAN RAFAEL,CA94915 		NONE   PROGRAMS FOR EAST BAY CHILDREN 15,000

R&R MINISTRIES

512 WEST 2ND STREET
ANTIOCH,CA94509 		NONE   AFTER SCHOOL TUTORING CENTER 5,000

READING PARTNERS

638 3RD STREET
OAKLAND,CA94607 		NONE   GENERAL SUPPORT 15,000

REGENTS OF THE UNIVERSITY OF CALIFORNIA - BERKELEY EXTENSION

1999 UNIVERSITY AVENUE
BERKELEY,CA94704 		NONE   FUNDRAISING AND VOLUNTEER MANAGEMENT COURSE 12,000

REGENTS OF THE UNIVERSITY OF CALIFORNIA - CAL PERFORMANCES

101 ZELLERBACH HALL 4800
BERKELEY,CA94720 		NONE   K-12 PROGRAMMING 25,000

REGENTS OF THE UNIVERSITY OF CALIFORNIA - GOLDMAN SCHOOL OF PUBLIC POLICY

GOLDMAN SCHOOL OF PUBLIC POLICY
2607 HEARST AVENUE
BERKELEY,CA94720 		NONE   FELLOWSHIP PROGRAM 75,000

REGENTS OF THE UNIVERSITY OF CALIFORNIA - UC BERKELEY LAW

BERKELEY SCHOOL OF LAW 215 LAW
BUILDING
BERKELEY,CA94720 		NONE   GENERAL SUPPORT 13,000

RICHMOND POLICE ACTIVITIES LEAGUE

2200 MACDONALD AVENUE
RICHMOND,CA94801 		NONE   DEMONSTRATION KITCHEN PROGRAM 10,000

SAFE & SOUND

1757 WALLER STREET
SAN FRANCISCO,CA94117 		NONE   KID'S TURN EAST BAY PROGRAMS 15,000

SAFE PASSAGES

561 - 11TH STREET
OAKLAND,CA94607 		NONE   SCHOOL SITE SUPPORT 20,000

SAN DIEGO COUNTY LAW LIBRARY JUSTICE FOUNDATION

1105 FRONT STREET
SAN DIEGO,CA92101 		NONE   2025 BERNARD WITKIN AWARD DINNER 1,000

SAN FRANCISCO CHAMBER ORCHESTRA

SUITE E-517 601 VAN NESS AVENUE
SAN FRANCISCO,CA94102 		NONE   VERY FIRST CONCERT SERIES 7,500

SHEPHERD'S GATE

1660 PORTOLA AVENUE
LIVERMORE,CA94551 		NONE   GENERAL SUPPORT 10,000

SIDE BY SIDE

300 SUNNY HILLS DRIVE
SAN ANSELMO,CA94960 		NONE   REAL ALTERNATIVE PROGRAM 20,000

SOAR FOR YOUTH

POST OFFICE BOX 1291
BERKELEY,CA94701 		NONE   GENERAL SUPPORT 27,500

ST MARY'S CENTER

925 BROCKHURST STREET
OAKLAND,CA94608 		NONE   ST. MARY'S PRESCHOOL PROGRAM 20,000

ST VINCENT DE PAUL CONTRA COSTA COUNTY

2210 GLADSTONE DRIVE
PITTSBURG,CA94565 		NONE   GENERAL SUPPORT 17,500

ST VINCENT DE PAUL CONTRA COSTA COUNTY

2210 GLADSTONE DRIVE
PITTSBURG,CA94565 		NONE   CTK/SS CONFERENCE SUPPORT 5,000

ST VINCENT'S DAY HOME

1086 EIGHTH STREET
OAKLAND,CA94607 		NONE   GENERAL SUPPORT 75,000

STEP ONE SCHOOL

499 SPRUCE STREET
BERKELEY,CA94708 		NONE   SCHOLARSHIP/FINANCIAL AID SUPPORT 20,000

STILES HALL

2400 C BANCROFT WAY
BERKELEY,CA94704 		NONE   PATHWAYS COACHING PROGRAM 7,500

SUTTER BAY HOSPITALS

3012 SUMMIT STREET 6TH FLOOR C-WING
OAKLAND,CA94609 		NONE   MENTAL HEALTH SCHOLARSHIP PROGRAM 25,000

TANDEM

1275 FAIRFAX AVENUE SUITE 201
SAN FRANCISCO,CA94107 		NONE   GENERAL SUPPORT AND Y-EB PROGRAMS 25,000

TIBURCIO VASQUEZ HEALTH CENTER

22331 MISSION BOULEVARD
HAYWARD,CA94541 		NONE   CENTERING PREGNANCY PROGRAM 10,000

TINY VILLAGE SPIRIT

3129 ELLIS STREET
BERKELEY,CA94703 		NONE   GENERAL SUPPORT 15,000

TRI VALLEY HAVEN

3663 PACIFIC AVENUE
LIVERMORE,CA94550 		NONE   GENERAL SUPPORT 10,000

TRI VALLEY HAVEN

3663 PACIFIC AVENUE
LIVERMORE,CA94550 		NONE   CAPITAL CAMPAIGN 5,000

VILLAGE COMMUNITY RESOURCE CENTER

633 VILLAGE DRIVE
BRENTWOOD,CA94513 		NONE   GENERAL SUPPORT 10,000

VISION TO LEARN

12100 WILSHIRE BOULEVARD SUITE 1275
LOS ANGELES,CA90025 		NONE   EAST BAY PROGRAMS 15,000

VOLUNTEERING FOR OAKLAND

POST OFFICE BOX 24708
OAKLAND,CA94623 		NONE   GENERAL SUPPORT 5,000

WATERSIDE WORKSHOPS

84 BOLIVAR DRIVE
BERKELEY,CA94710 		NONE   GENERAL SUPPORT 10,000

WE CARE SERVICES FOR CHILDREN

2191 KIRKER PASS ROAD
CONCORD,CA94521 		NONE   GENERAL SUPPORT 25,000

WEST CONTRA COSTA COUNTY EDUCATIONAL FOUNDATION

1400 MARINA WAY SOUTH
RICHMOND,CA94804 		NONE   GENERAL SUPPORT 15,000

WHITE PONY EXPRESS

2470 BATES AVENUE
CONCORD,CA94520 		NONE   GENERAL SUPPORT 10,000

BE WITKIN ALAMEDA COUNTY LAW LIBRARY

125 - 12TH STREET
OAKLAND,CA94607 		NONE   WITKIN ITEMS AND GENERAL SUPPORT 1,000

YMCA OF THE EAST BAY

2111 MARTIN LUTHER KING JR WAY
BERKELEY,CA94704 		NONE   ANNUAL FUND/APPRENTICESHIP PRGM. 35,000

YOUNG MUSICIANS CHORAL ORCHESTRA

2020 MILVIA STREET SUITE 420
BERKELEY,CA94704 		NONE   GENERAL SUPPORT 15,000

YOUTH TRANSPORTATION ORGANIZATION

57 DOMINICAN DRIVE
SAN RAFAEL,CA94901 		NONE   GENERAL SUPPORT 10,000

YOUTH ALIVE

520 3RD STREET
OAKLAND,CA94607 		NONE   GENERAL SUPPORT 20,000

YOUTH ENRICHMENT STRATEGIES - YES NATURE TO NEIGHBORHOODS

3029 MACDONALD AVENUE
RICHMOND,CA94804 		NONE   GENERAL SUPPORT 19,000
Total ................................. 3a 2,000,000
bApproved for future payment
Total ................................. 3b 0
Form 990-PF (2025)
Form 990-PF (2025)
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 ........... 		         
4 Dividends and interest from securities ....     14 336,191  
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 ............ 		    18 8,602,816  
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 8,939,007 0
13Total. Add line 12, columns (b), (d), and (e)..................
13
8,939,007
(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 (2025)
Form 990-PF (2025)
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.
May the IRS discuss this return
with the preparer shown below?
See instructions.
Signature of officer or trustee Date Title
Paid Preparer Use Only Preparer's name Preparer's Signature Date Check if self-
employed 		PTIN
Firm's name
Firm's EIN
Firm's address


Phone no.
Form 990-PF (2025)
Additional Data


Software ID:  
Software Version:  


Form 990PF - Special Condition Description:
Special Condition Description

TY 2025 AccountingFeesSchedule
Name:
BERNARD E & ALBA WITKIN CHARITABLE
 
FOUNDATION
EIN:
73-1661679
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
ACCOUNTING 75,031 56,273   18,758

TY 2025 InvestmentsCorpBondsSchedule
Name:
BERNARD E & ALBA WITKIN CHARITABLE
 
FOUNDATION
EIN:
73-1661679
Name of Bond End of Year Book Value End of Year Fair Market Value
CORPORATE BONDS 9,687,908 9,687,908

TY 2025 InvestmentsCorpStockSchedule
Name:
BERNARD E & ALBA WITKIN CHARITABLE
 
FOUNDATION
EIN:
73-1661679
Name of Stock End of Year Book Value End of Year Fair Market Value
CORPORATE STOCKS 2,191,473 2,191,473

TY 2025 LegalFeesSchedule
Name:
BERNARD E & ALBA WITKIN CHARITABLE
 
FOUNDATION
EIN:
73-1661679
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
LEGAL 3,467 2,600   867


TY 2025 OtherAssetsSchedule
Name:
BERNARD E & ALBA WITKIN CHARITABLE
 
FOUNDATION
EIN:
73-1661679
Description Beginning of Year - Book Value End of Year - Book Value End of Year - Fair Market Value
WITKIN LIBRARY LEGAL PUBLICATIONS - COPYRIGHTS (2021 INSTALLMENT SALE) 5,903,047 0 0


TY 2025 OtherExpensesSchedule
Name:
BERNARD E & ALBA WITKIN CHARITABLE
 
FOUNDATION
EIN:
73-1661679
Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
INSURANCE 2,991 1,496   1,495
OFFICE EXPENSES 5,169 2,585   2,584
WITKIN LIBRARY CONTRACT SERVICES 8,612 8,612   0
BANK FEES 149 149   0


TY 2025 OtherIncreasesSchedule
Name:
BERNARD E & ALBA WITKIN CHARITABLE
 
FOUNDATION
EIN:
73-1661679
Description Amount
UNREALIZED GAIN 278,538


TY 2025 TaxesSchedule
Name:
BERNARD E & ALBA WITKIN CHARITABLE
 
FOUNDATION
EIN:
73-1661679
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
CALIFORNIA REGISTRY OF CHARITIES AND FUNDRAISERS 220 220   0
FEDERAL EXCISE TAX 21,031 0   0
FOREIGN TAX 522 522   0
PAYROLL TAX 15,436 9,261   6,174