2024-05-15T13:59:47-04:00 2023-12-31 461002169 THE CREEK AN ACCOUNTANCY CORPORATION 2021 YGNACIO VALLEY RD BLDG D3 WALNUT CREEK CA 94598 990PF 2023-01-01 943357645 EPSTEIN-ROTH FOUNDATION EPST 5102075945 618 SANTA BARBARA ROAD BERKELEY CA 94707 ROBERT EPSTEIN TREASURER 5102055945 2024-05-09 ROBERT EPSTEIN XXX-XX-XXXX true JEANNE VAN SHUFF P00286640 9253228810 2024-05-14 2023 2023-04-26 12:10:37Z X 3877397 X 238650 X 40046 40046 50135 50135 -11309 582657 317522 90181 4100 410 3960 8627 3213 18365 18265 31092 21888 3960 295000 295000 326092 21888 298960 -8570 68293 72900 38824 38824 925059 1013235 969310 1298869 1245460 2236679 698457 683423 632584 2995285 2980942 3877397 0 X 2995285 2980942 2995285 2980942 2995285 2980942 2995285 -8570 2986715 5773 2980942 949 949 949 3000 3000 2051 2051 false false false false false false false true true CA true false true false false true N/A ROBERT EPSTEIN 5102075945 618 SANTA BARBARA ROAD BERKELEY CA 947071718 false false false false false false false false false false false false false false false false false false false false AMY ROTH 618 SANTA BARBARA ROAD BERKELEY CA 94707 PRESIDENT 000.00 0 0 0 ROBERT EPSTEIN 618 SANTA BARBARA ROAD BERKELEY CA 94707 TREASURER 000.00 0 0 0 COLIN EPSTEIN 520 61ST STREET OAKLAND CA 94609 DIRECTOR 000.00 0 0 0 HARRIS EPSTEIN 1621 63RD STREET BERKELEY CA 94703 DIRECTOR 000.00 0 0 0 ABBIE COBURN 208 SURREY STREET SAN FRANCISCO CA 94131 DIRECTOR 000.00 0 0 0 NONE NONE N/A 3611676 73270 0 3684946 3684946 55274 3629672 181484 181484 949 949 180535 180535 180535 298960 298960 180535 68689 62521 124997 75354 140744 472305 298960 180535 118425 590730 0 68689 522041 62521 124997 75354 140744 118425 AMY ROTH ROBERT EPSTEIN X HOMELESS PRENATAL 2500 18ST STREET SAN FRANCISCO CA 94110 NONE PUB CHARITY GENERAL SUPPORT 27500 SEACOLOGY 1623 SOLANO AVENUE BERKELEY CA 94707 NONE PUB CHARITY GENERAL SUPPORT 32500 UC BERKELEY FOUNDATION 1995 UNIVERSITY AVENUE SUITE 400 BERKELEY CA 94704 NONE PUB CHARITY GENERAL SUPPORT 100000 WELLS MOUNTAIN FOUNDATION 25D MAIN STREET BRISTOL VT 05443 NONE PUB CHARITY GENERAL SUPPORT 10000 AS YOU SOW P O BOX 751 BERKELEY CA 94701 NONE PUB CHARITY GENERAL SUPPORT 15000 DEEP MEDICINE CIRCLE 3949 39TH AVENUE OAKLAND CA 94619 NONE PUB CHARITY GENERAL SUPPORT 20000 ONE FARE WAGE 45 MT AUBURN STREET CAMBRIDGE MA 02138 NONE PUB CHARITY GENERAL SUPPORT 25000 BERKELEY FOOD NETWORK 1569 SOLANO AVENUE 243 BERKELEY CA 94707 NONE PUB CHARITY GENERAL SUPPORT 15000 PLANTING JUSTICE 319 105TH AVENUE OAKLAND CA 94603 NONE PUB CHARITY GENERAL SUPPORT 50000 295000 14 40046 14 50135 -11309 90181 -11309 78872 false false false false false false false false false false ACCOUNTING FEES 4100 410 3960 15000 SH AMALGAMATED FINL CORP PURCHASE 238862 238650 212 CHARLES SCHWAB 4849 PURCHASE 10048 10007 41 CHARLES SCHWAB 4849 PURCHASE 327696 337686 -9990 SEE ATTACHED SCHWAB 1099B PURCHASE 7623 -7623 SEE ATTACHED SCHWAB 1099B PURCHASE 6051 6051 CORPORATE BONDS 683423 632584 STOCK/MUTUAL FUNDS/ ETFS 1245460 2236679 682829 649745 330406 319565 RETURN OF CAPITAL/COST BASIS ADJ 5773 EXPENSES STATE FILING FEES 100 INVESTMENT FEES 18265 18265 ROBERT EPSTEIN 618 SANTA BARBARA ROAD BERKELEY CA 94707 FEDERAL TAX 5414 FOREIGN TAX 3213 3213