2024-03-19T22:54:59-07:00 2023-12-31 854246353 ERIC SHELDON CPA PC 76 MAIN ST STE A TIBURON CA 94920 990PF 2023-01-01 943108580 ROBERT L LIPPERT FOUNDATION ROBE 5105210720 1150 BALLENA BLVD 250 ALAMEDA CA 94501 RICHARD H SHERRATT Trustee 2024-03-19 true RICHARD H SHERRATT 999009999 true ERIC SHELDON P01715134 4153848092 3 AAL1 IAL1 FAL1 2023 2023-04-26 12:10:37Z X 2700601 X X 7 7 7 64472 64472 64472 -635 238597 81 63925 64479 64479 1300 1300 907 907 15640 15640 17847 17847 0 254750 254750 272597 17847 254750 -208672 46632 64479 111182 131212 131212 1436723 1212906 2569389 1547905 1344118 2700601 0 X 933869 933869 614036 410249 1547905 1344118 1547905 1344118 1547905 -208672 5240 1344473 355 1344118 100 APPLE P 2020-02-24 2023-12-12 18811 7745 11066 11066 500 BLACKSTONE P 2018-10-29 2023-12-12 55139 12745 42394 42394 500 BP PLC ADS P 2010-04-29 2023-03-08 19265 27207 -7942 -7942 500 BP PLC ADS P 2018-05-08 2023-12-19 17178 23244 -6066 -6066 20.334 GE HEALTHCARE P 2008-06-20 2023-09-27 1329 2855 -1526 -1526 20.833 GE HEALTHCARE P 2008-09-19 2023-09-27 1362 2896 -1534 -1534 20.833 GE HEALTHCARE P 2008-10-10 2023-09-27 1362 1981 -619 -619 83.333 GE HEALTHCARE P 2009-02-24 2023-09-27 5448 3884 1564 1564 41.667 GE HEALTHCARE P 2009-03-09 2023-09-27 2724 1515 1209 1209 62 GENERAL ELECTRIC P 2008-06-20 2023-03-08 5227 11000 -5773 -5773 62.5 GENERAL ELECTRIC P 2008-09-19 2023-03-08 5270 10981 -5711 -5711 62.5 GENERAL ELECTRIC P 2008-10-10 2023-03-08 5270 7511 -2241 -2241 500 INTEL P 2009-05-06 2023-03-08 12529 8206 4323 4323 500 OCCIDENTAL PETE CORP P 2020-02-06 2023-12-12 27547 21615 5932 5932 50 ORGANON & CO P 2008-04-03 2023-03-08 1145 926 219 219 500 PFIZER P 2019-04-22 2023-09-27 15608 18989 -3381 -3381 1000 VODAFONE P 2018-05-08 2023-09-27 9434 29267 -19833 -19833 500 WALGREENS BOOTS ALLIANCE P 2020-11-13 2023-09-27 10066 21843 -11777 -11777 500 CISCO P 2019-11-08 2023-03-08 23883 24822 -939 -939 -635 648 648 648 648 0 false false false false false false false true true true false false false true true N/A RICHARD H SHERRATT 5105210720 1150 BALLENA BLVD 250 ALAMEDA CA 94501 false false false false false false false false false false false false false false false false false false false false false false EDWARD W WITHROW JR 133 CUMBERLAND WAY ALAMEDA CA 94502 Director 0.00 0 RICK V MCKINLEY 2515 SANTA CLARA AVE 200 ALAMEDA CA 94501 Secretary 0.00 0 TOM SULLIVAN 1000 MARINA VILLAGE PKWY 120 ALAMEDA CA 94501 Treasurer 0.00 0 RICHARD H SHERRATT 1150 BALLENA BLVD 250 ALAMEDA CA 94501 President 0.00 0 JAMES A STONEHOUSE 2990 NORTHWOD DRIVE ALAMEDA CA 94501 Trustee 0.00 0 NONE NONE 0 0 0 0 0 0 0 0 0 648 648 648 648 0 254750 254750 0 140500 105500 62500 89500 72500 470500 254750 0 254750 725250 0 140500 584750 105500 62500 89500 72500 254750 X EDWARD W WITHROW JR 1150 BALLENA BLVD 250 ALAMEDA CA 94501 NO FORM REQUIRED NO DEADLINE RESTRICTED TO 501(C)(3) ACTIVITIES IN ALAMEDA,CALIFORNIA TATIANA REBANAL 1150 BALLENA BLVD 250 ALAMEDA CA 94501 NONE NOT APPLI SCHOLARSHIP 5000 AVA BURTON 1150 BALLENA BLVD 250 ALAMEDA CA 94501 NONE NOT APPLI SCHOLARSHIP 6000 ROBERT BEMNET 1150 BALLENA BLVD 250 ALAMEDA CA 94501 NONE NOT APPLI SCHOLARSHIP 6000 MIA LUNA 1150 BALLENA BLVD 250 ALAMEDA CA 94501 NONE NOT APPLI SCHOLARSHIP 6000 ANEESH PITAL 1150 BALLENA BLVD 250 ALAMEDA CA 94501 NONE NOT APPLI SCHOLARSHIP 6000 ANGELINE YI 1150 BALLENA BLVD 250 ALAMEDA CA 94501 NONE NOT APPLI SCHOLARSHIP 6000 BENJAMIN WILSON RIPSOM 1150 BALLENA BLVD 250 ALAMEDA CA 94501 NONE NOT APPLI SCHOLARSHIP 6000 MIKAELA CERVANTES 1150 BALLENA BLVD 250 ALAMEDA CA 94501 NONE NOT APPLI SCHOLARSHIP 6000 VY DINH 1150 BALLENA BLVD 250 ALAMEDA CA 94501 NONE NOT APPLI SCHOLARSHIP 6000 ALAMEDA MEALS ON WHEELS 516 WILLOW ST ALAMEDA CA 94501 NONE EOF DONATION 35000 MIDWAY SHELTER 1395 BANCROFT AVE SAN LEANDRO CA 94577 NONE EOF DONATION 15000 ALAMEDA FOOD BANK 1900 THAU WAY ALAMEDA CA 94501 NONE EOF DONATION 20000 RHYTHMIX CULTURAL WORKS 2513 BLANDING AVE ALAMEDA CA 94501 NONE EOF DONATION 15000 YUWEI FONG 1150 BALLENA BLVD 250 ALAMEDA CA 94501 NONE NOT APPLI SCHOLARSHIP 6000 SENNA GARCIA 1150 BALLENA BLVD 250 ALAMEDA CA 94501 NONE NOT APPLI SCHOLARSHIP 6000 MATTHEW WREN 1150 BALLENA BLVD 250 ALAMEDA CA 94501 NONE NOT APPLI SCHOLARSHIP 6000 ALAMEDA NEIGHBORHOOD NEWS 1150 BALLENA BLVD 250 ALAMEDA CA 94501 NONE EOF DONATION 42000 WORLD CENTRAL KITCHEN PO BOX 96538 WASHINGTON DC 20090 NONE EOF DONATION 50000 TURKEY EARTHQUAKE 1150 BALLENA BLVD 250 ALAMEDA CA 94501 NONE DONATION 1750 PERALTA COMMUNITY COLLEGE DISTRICT 333 EAST 8TH STREET OAKLAND CA 94606 NONE DONATION 5000 254750 7 64472 81 -635 63925 63925 1 TO FUND THE FOUNDATION IN ORDER TO MAKE SCHOLARSHIP AND CHARITABLE GRANTS false false false false false false false false false false Tax Preparation 1300 1300 0 0 BASIS ADJUSTMENT ON BLACKSTONE STOCKS 355 ADMIN WORK - PRIYANKA 3000 3000 ADR 106 106 BOARD FEES 2380 2380 BOARD MEETING 351 351 INSURANCE 6351 6351 MISCELLANEOUS 324 324 SCHOLARSHIP DINNER 3128 3128 Other Investment Income 81 PARTNERSHIP DISTRIBUTION TO FOUNDATION 5240 ATTORNEY GENERAL'S REGISTRY 50 50 IRS 857 857