Nonprofit · EIN 20-3822168
NEWTON AND ROCHELLE BECKERCHARITABLE TRUST
Tax-exempt · LARKSPUR, CA 94939
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2024 | 990-PF | $6,728,803 | $8,612,794 | -$1,883,991 | $157,378,165 | $878,522 | $156,499,643 |
| December 31, 2023 | 990-PF | $4,236,959 | $10,626,491 | -$6,389,532 | $147,846,548 | $1,143,400 | $146,703,148 |
Financial details: 990-PF for the year ended December 31, 2024
Revenue
- Dividends
- $2,675,523
- Interest
- $2,307
- Net gain from sales of assets
- $3,698,011
- Other income
- $352,962
Expenses
- Grants and similar amounts paid
- $3,663,445
- Compensation of officers, directors and key employees
- $517,729
- Salaries, compensation and benefits (total)
- $1,245,621
- Disbursements for charitable purposes
- $7,054,766
- Excise tax on investment income
- $72,272
Balance sheet and other
- Total assets, start of year
- $147,846,548
- Total assets, end of year
- $157,378,165
- Total liabilities, end of year
- $878,522
- Net assets, end of year
- $156,499,643
- Fair market value of assets
- $157,378,165
- Qualifying distributions
- $7,054,766
- Net investment income
- $6,644,278
From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.
Officers, directors and key employees
As listed on the 990-PF for the year ended December 31, 2024, highest compensation first.
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| DAVID BECKER 700 LARKSPUR LANDING CIRCLE 199, LARKSPUR, CA 94939 | MANAGING TRUSTEE | 40 | $494,450 | $40,191 |
| JASON PORTH 700 LARKSPUR LANDING 199, LARKSPUR, CA 94939 | EXECUTIVE DIRECTOR Highest-paid employee | 40 | $255,233 | $12,248 |
| ALLISON BROWN 700 LARKSPUR LANDING 199, LARKSPUR, CA 94939 | DIRECTOR OF FINANCE Highest-paid employee | 40 | $234,667 | $74,734 |
| COBY SCHOFFMAN 700 LARKSPUR LANDING 199, LARKSPUR, CA 94939 | PROGRAM DIRECTOR Highest-paid employee | 40 | $210,457 | $31,603 |
| RACHEL NILSON RALSTON 700 LARKSPUR LANDING 199, LARKSPUR, CA 94939 | ASSOC PROGRAM DIRECT Highest-paid employee | 40 | $191,945 | $6,827 |
| LYDIA COBB 700 LARKSPUR LANDING 199, LARKSPUR, CA 94939 | EXEC ASSISTANT TO MA Highest-paid employee | 40 | $141,750 | $50,856 |
| DANE ROSS AS OF 32024 700 LARKSPUR LANDING CIRCLE 199, LARKSPUR, CA 94939 | TRUSTEE | 1 | $8,533 | $0 |
| KEN HAAS 700 LARKSPUR LANDING CIRCLE 199, LARKSPUR, CA 94939 | TRUSTEE | 1 | $8,308 | $0 |
| ANN BECKER 700 LARKSPUR LANDING CIRCLE 199, LARKSPUR, CA 94939 | TRUSTEE | 1 | $6,438 | $0 |
990-PF for the year ended December 31, 2023: 8 people
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| DAVID BECKER 700 LARKSPUR LANDING CIRCLE 199, LARKSPUR, CA 94939 | MANAGING TRUSTEE | 40 | $475,550 | $75,543 |
| DYLAN TATZ TO 122023 700 LARKSPUR LANDING 199, LARKSPUR, CA 94939 | PRESIDENT Highest-paid employee | 40 | $335,507 | $46,751 |
| COBY SCHOFFMAN 700 LARKSPUR LANDING 199, LARKSPUR, CA 94939 | PROGRAM OFFICER Highest-paid employee | 40 | $178,833 | $25,037 |
| RACHEL NILSON RALSTON 700 LARKSPUR LANDING 199, LARKSPUR, CA 94939 | SENIOR PROGRAM OFFIC Highest-paid employee | 40 | $163,168 | $20,273 |
| ALLISON BROWN 700 LARKSPUR LANDING 199, LARKSPUR, CA 94939 | DIRECTOR OF FINANCE Highest-paid employee | 40 | $142,036 | $19,885 |
| LYDIA COBB 700 LARKSPUR LANDING 199, LARKSPUR, CA 94939 | EXECUTIVE ASSISTANT Highest-paid employee | 40 | $135,625 | $18,942 |
| KEN HAAS 700 LARKSPUR LANDING CIRCLE 199, LARKSPUR, CA 94939 | TRUSTEE | 1 | $4,816 | $0 |
| ANN BECKER 700 LARKSPUR LANDING CIRCLE 199, LARKSPUR, CA 94939 | TRUSTEE | 1 | $3,850 | $0 |
Address and contacts
- Address (IRS master file)
- 700 LARKSPUR LANDING CIR STE 199, LARKSPUR, CA 94939-1754
- In care of
- % JASON BRZOSKA DIRECTOR OF OP
- Signed the 990-PF
- JASON PORTH, EXECUTIVE DIRECTOR
- Phone
- (415) 461-4260
- Website
- WWW.BECKERTRUST.ORG
- Return prepared by
- EISNER ADVISORY GROUP LLC
California records
California keeps its own records of charities and corporations. Search them by EIN 20-3822168 or by the name NEWTON AND ROCHELLE BECKERCHARITABLE TRUST.
- Attorney General, Registry of Charities and Fundraisers
- Registration status and filed reports (CT-TR-1, RRF-1)
- Secretary of State, bizfile Online
- Corporation status, entity number, agent for service
- Franchise Tax Board
- Entity status letter (state tax exemption, good standing)
What it must file and when
IRS records say it files Form 990-PF. Private foundations file every year. Its accounting year ends in December, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | December 31, 2025 | May 15, 2026 | Not on file |
| 2024 | December 31, 2024 | May 15, 2025 | 990-PF on file |
| 2023 | December 31, 2023 | May 15, 2024 | 990-PF on file |
IRS record
- EIN
- 20-3822168
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Private non-operating foundation
- Donations deductible (Pub 78)
- Private foundation, 30% limit
- Exempt since
- 2006
- Accounting year ends
- December
- Files
- Form 990-PF
- Category (NTEE)
- Philanthropy, voluntarism and grantmaking foundations (T22)
- Assets (IRS master file)
- $157,378,165
- Income (IRS master file)
- $32,939,813
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | December 2024 | $6,728,803 | $8,612,794 | $157,378,165 | XML |
| 990-T | December 2024 | – | – | – | IRS |
| 990-PF | December 2023 | $4,236,959 | $10,626,491 | $147,846,548 | XML |
| 990-T | December 2023 | – | – | – | IRS |
| 990-PF | December 2022 | – | – | – | IRS |
| 990-T | December 2022 | – | – | – | IRS |
| 990-PF | December 2021 | – | – | – | IRS |
| 990-T | December 2021 | – | – | – | IRS |
| 990-PF | December 2020 | – | – | – | IRS |
| 990-T | December 2020 | – | – | – | IRS |
| 990-PF | December 2018 | – | – | – | IRS |
| 990-PF | December 2017 | – | – | – | IRS |
990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 20-3822168).
Questions about NEWTON AND ROCHELLE BECKERCHARITABLE TRUST
- What is the EIN of NEWTON AND ROCHELLE BECKERCHARITABLE TRUST?
- The employer identification number (EIN) of NEWTON AND ROCHELLE BECKERCHARITABLE TRUST is 20-3822168.
- Is NEWTON AND ROCHELLE BECKERCHARITABLE TRUST tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2006.
- Are donations to NEWTON AND ROCHELLE BECKERCHARITABLE TRUST tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does NEWTON AND ROCHELLE BECKERCHARITABLE TRUST file?
- Form 990-PF. Private foundations file every year.
- When is the next return of NEWTON AND ROCHELLE BECKERCHARITABLE TRUST due?
- The return for tax year 2025 (the year ending December 31, 2025) is due May 15, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did NEWTON AND ROCHELLE BECKERCHARITABLE TRUST last file with the IRS?
- The latest return in the IRS public files is the 990-PF for the year ended December 2024.
- Who are the officers and directors of NEWTON AND ROCHELLE BECKERCHARITABLE TRUST?
- The 990-PF for the year ended December 31, 2024 lists 9 people; 9 received compensation from the organization, the highest $494,450 (DAVID BECKER, MANAGING TRUSTEE).
- How much revenue does NEWTON AND ROCHELLE BECKERCHARITABLE TRUST have?
- On its 990-PF for the year ended December 31, 2024 it reported revenue of $6,728,803, expenses of $8,612,794 and total assets of $157,378,165 at year end.
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All nonprofits in LARKSPUR · California · Philanthropy, voluntarism and grantmaking foundations