Nonprofit · EIN 94-3255381
WEST DAVIS & BERGARD FOUNDATION
Tax-exempt · OAKLAND, CA 94619
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| June 30, 2025 | 990-PF | $492,651 | $979,745 | -$487,094 | $8,327,295 | $0 | $8,327,295 |
| June 30, 2024 | 990-PF | $645,646 | $581,623 | $64,023 | $7,649,763 | $0 | $7,649,763 |
| June 30, 2023 | 990-PF | -$202,707 | $415,532 | -$618,239 | $5,908,168 | $0 | $5,908,168 |
Financial details: 990-PF for the year ended June 30, 2025
Revenue
- Contributions, gifts and grants
- $49,387
- Dividends
- $122,571
- Net gain from sales of assets
- $320,693
Expenses
- Grants and similar amounts paid
- $881,795
- Compensation of officers, directors and key employees
- $0
- Disbursements for charitable purposes
- $881,795
- Excise tax on investment income
- $5,117
Balance sheet and other
- Total assets, start of year
- $7,649,763
- Total assets, end of year
- $8,327,295
- Total liabilities, end of year
- $0
- Net assets, end of year
- $8,327,295
- Fair market value of assets
- $8,327,195
- Qualifying distributions
- $881,795
- Net investment income
- $443,264
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 June 30, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| ROBERT F WRIGHT 4100 REDWOOD ROAD SUITE 20A-153, OAKLAND, CA 94619 | PRESIDENT | 2 | $0 |
| TONY RIMAC 4100 REDWOOD ROAD SUITE 20A-153, OAKLAND, CA 94619 | TREASURER | 2 | $0 |
| MARYANNE KAPLAN 4100 REDWOOD ROAD SUITE 20A-153, OAKLAND, CA 94619 | SECRETARY | 2 | $0 |
| MATTHEW HALEY 4100 REDWOOD ROAD SUITE 20A-153, OAKLAND, CA 94619 | BOARD MEMBER | 2 | $0 |
| MEGAN NAKAHARA 4100 REDWOOD ROAD SUITE 20A-153, OAKLAND, CA 94619 | BOARD MEMBER | 2 | $0 |
| ELIZABETH NAKAMURA 4100 REDWOOD ROAD SUITE 20A-153, OAKLAND, CA 94619 | BOARD MEMBER & ADVISORY COMMITTEE MEMB | 2 | $0 |
| SANDI WRIGHT 4100 REDWOOD ROAD SUITE 20A-153, OAKLAND, CA 94619 | BOARD MEMBER & ADVISORY COMMITTEE MEMB | 2 | $0 |
| SUE HOLMES 4100 REDWOOD ROAD SUITE 20A-153, OAKLAND, CA 94619 | BOARD MEMBER & ADVISORY COMMITTEE MEMB | 2 | $0 |
| JANIS DUNIVIN 4100 REDWOOD ROAD SUITE 20A-153, OAKLAND, CA 94619 | BOARD MEMBER & ADVISORY COMMITTEE MEMB | 2 | $0 |
990-PF for the year ended June 30, 2024: 9 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| ROBERT F WRIGHT 4100 REDWOOD ROAD SUITE 20A-153, OAKLAND, CA 94619 | PRESIDENT | 2 | $0 |
| TONY RIMAC 4100 REDWOOD ROAD SUITE 20A-153, OAKLAND, CA 94619 | TREASURER | 2 | $0 |
| MARYANNE KAPLAN 4100 REDWOOD ROAD SUITE 20A-153, OAKLAND, CA 94619 | SECRETARY | 2 | $0 |
| MATTHEW HALEY 4100 REDWOOD ROAD SUITE 20A-153, OAKLAND, CA 94619 | BOARD MEMBER | 2 | $0 |
| MEGAN NAKAHARA 4100 REDWOOD ROAD SUITE 20A-153, OAKLAND, CA 94619 | BOARD MEMBER | 2 | $0 |
| ELIZABETH NAKAMURA 4100 REDWOOD ROAD SUITE 20A-153, OAKLAND, CA 94619 | BOARD MEMBER & ADVISORY COMMITTEE MEMB | 2 | $0 |
| SANDI WRIGHT 4100 REDWOOD ROAD SUITE 20A-153, OAKLAND, CA 94619 | BOARD MEMBER & ADVISORY COMMITTEE MEMB | 2 | $0 |
| SUE HOLMES 4100 REDWOOD ROAD SUITE 20A-153, OAKLAND, CA 94619 | BOARD MEMBER & ADVISORY COMMITTEE MEMB | 2 | $0 |
| JANIS DUNIVIN 4100 REDWOOD ROAD SUITE 20A-153, OAKLAND, CA 94619 | BOARD MEMBER & ADVISORY COMMITTEE MEMB | 2 | $0 |
990-PF for the year ended June 30, 2023: 7 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| ROBERT F WRIGHT 4146 REDWOOD RD, OAKLAND, CA 94619 | PRESIDENT | 2 | $0 |
| TONY RIMAC 4146 REDWOOD RD, OAKLAND, CA 94619 | TREASURER | 2 | $0 |
| MARYANNE KAPLAN 4146 REDWOOD RD, OAKLAND, CA 94619 | SECRETARY | 2 | $0 |
| MATT HALEY 4146 REDWOOD RD, OAKLAND, CA 94619 | BOARD MEMBER | 2 | $0 |
| MEGAN NAKAHARA 4146 REDWOOD RD, OAKLAND, CA 94619 | BOARD MEMBER | 2 | $0 |
| ELEANOR M MANUEL 4146 REDWOOD RD, OAKLAND, CA 94619 | BOARD MEMBER | 2 | $0 |
| JEANNE M RICHARDS 4146 REDWOOD RD, OAKLAND, CA 94619 | BOARD MEMBER | 2 | $0 |
Address and contacts
- Address (IRS master file)
- 4100 REDWOOD RD STE 20A PMB 153, OAKLAND, CA 94619-2318
- In care of
- % CARL BERGARD
- Signed the 990-PF
- ROBERT WRIGHT, PRESIDENT
- Phone
- (510) 482-0800
- Return prepared by
- BUCKLEY PATCHEN
California records
California keeps its own records of charities and corporations. Search them by EIN 94-3255381 or by the name WEST DAVIS & BERGARD FOUNDATION.
- 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 June, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | June 30, 2026 | November 16, 2026 | Not due yet |
| 2024 | June 30, 2025 | November 17, 2025 | 990-PF on file |
| 2023 | June 30, 2024 | November 15, 2024 | 990-PF on file |
IRS record
- EIN
- 94-3255381
- 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
- 1997
- Accounting year ends
- June
- Files
- Form 990-PF
- Category (NTEE)
- Education (B82Z)
- Assets (IRS master file)
- $8,327,295
- Income (IRS master file)
- $2,001,899
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | June 2025 | $492,651 | $979,745 | $8,327,295 | IRS |
| 990-PF | June 2024 | $645,646 | $581,623 | $7,649,763 | XML |
| 990-PF | June 2023 | -$202,707 | $415,532 | $5,908,168 | XML |
| 990-PF | June 2022 | – | – | – | IRS |
| 990-PF | June 2021 | – | – | – | IRS |
| 990-PF | June 2020 | – | – | – | IRS |
| 990-PF | June 2019 | – | – | – | 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 94-3255381).
Questions about WEST DAVIS & BERGARD FOUNDATION
- What is the EIN of WEST DAVIS & BERGARD FOUNDATION?
- The employer identification number (EIN) of WEST DAVIS & BERGARD FOUNDATION is 94-3255381.
- Is WEST DAVIS & BERGARD FOUNDATION tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1997.
- Are donations to WEST DAVIS & BERGARD FOUNDATION tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does WEST DAVIS & BERGARD FOUNDATION file?
- Form 990-PF. Private foundations file every year.
- When is the next return of WEST DAVIS & BERGARD FOUNDATION due?
- The return for tax year 2025 (the year ending June 30, 2026) is due November 16, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did WEST DAVIS & BERGARD FOUNDATION last file with the IRS?
- The latest return in the IRS public files is the 990-PF for the year ended June 2025.
- Who are the officers and directors of WEST DAVIS & BERGARD FOUNDATION?
- The 990-PF for the year ended June 30, 2025 lists 9 people; 0 received compensation from the organization.
- How much revenue does WEST DAVIS & BERGARD FOUNDATION have?
- On its 990-PF for the year ended June 30, 2025 it reported revenue of $492,651, expenses of $979,745 and total assets of $8,327,295 at year end.
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