ATO Foundation of Berkeley Inc

LOS ALTOS, CA EIN: 94-2880554

ATO Foundation of Berkeley Inc is a private foundation, based in LOS ALTOS, CA. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $462K in total assets. In 2024, it awarded 10 grants totaling $20K. Net investment income was $18K.

Financial Overview

From 2024 IRS Form 990-PF · View filing

Total Assets

$462K

+3.1% YoY

Annual Giving

$20K

+33.3% YoY

Grant Count

10

+900.0% YoY

Avg Grant Size

$2K

-86.7% YoY

Under IRS private-foundation payout rules, ATO Foundation of Berkeley Inc reported a distributable amount of $22K for 2024 — the minimum it must pay out in qualifying distributions.

About ATO Foundation of Berkeley Inc

Based on IRS filings

ATO Foundation of Berkeley Inc is a private foundation, based in LOS ALTOS, CA. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $462K in total assets. In 2024, it awarded 10 grants totaling $20K. Net investment income was $18K.

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Geographic Focus

Where this funder awards grants

Grant Distribution by State

1states

States

Cities

Berkeley

Financial History

Multi-year comparison from IRS filings

Revenue
Expenses
Qualifying Distributions
Net Investment Income
$0$7K$15K$22K$29K20202021202220232024
Metric202420232022
Total Assets$462,487$448,375$434,926
Revenue$18,032$19,252$18,449
Expenses$22,703$17,739$1,535
Qualifying Distributions$22,435$17,739$23,535
Net Investment Income$18,032$19,252$16,914
Distributable Amount$22,230$20,880$21,217

Giving Over Time

Total grant dollars and number of grants per year

$0$6K$11K$17K$22K0 grants20201 grants20211 grants20221 grants202310 grants2024

Grant Insights

How this funder distributes its grants

Top Recipients

Top 10 recipients in 2024

Arman Barseghyan$3KEthan Reece$3KMaddie Van Diepen$2KDavid Truumes$2KFinlay Kehrli$2KEthan Hoffman$2KWillow Lewis$2KJasmine Turner$2KLeah Markworth$2KFrances Daughters$2K

Grant Size Distribution

13 grants across all recorded years

13<$50K$50–100K$100–250K$250–500K$500K–1M$1–5M$5M+

Giving History

Grant recipients and amounts by year

Among its reported 2024 grants, the largest include Arman Barseghyan ($2,500), Ethan Reece ($2,500), Maddie Van Diepen ($2,000).

RecipientPurposeAmount
Arman Barseghyan Berkeley, CAscholarship$2,500
Ethan Reece Berkeley, CAscholarship$2,500
Maddie Van Diepen Berkeley, CAscholarship$2,000
David Truumes Berkeley, CAscholarship$2,000
Finlay Kehrli Berkeley, CAscholarship$2,000
Ethan Hoffman Berkeley, CAscholarship$2,000
Willow Lewis Berkeley, CAscholarship$2,000
Jasmine Turner Berkeley, CAscholarship$2,000
Leah Markworth Berkeley, CAscholarship$1,500
Frances Daughters Berkeley, CAscholarship$1,500

Leadership & Key People

Officers and directors from IRS filings

Compensation Overview

From 2024 IRS filing

Robert GerughtyDirector$1K

From 2024 filing

NameTitleHoursCompensation
Ted HulsyDirector
Tod MoodyTreasurer
Robert GerughtyDirector$1,000
Chris JohnsonDirector
Andrew HolmesVP
Greg JonesPresident

Frequently Asked Questions

How large is ATO Foundation of Berkeley Inc?

As of 2024, ATO Foundation of Berkeley Inc holds $462K in total assets with $18K in annual revenue. It awarded 10 grants totaling $20K in 2024.

Where does ATO Foundation of Berkeley Inc operate?

ATO Foundation of Berkeley Inc has awarded grants in California.

What size grants does ATO Foundation of Berkeley Inc award?

In 2024, ATO Foundation of Berkeley Inc awarded 10 grants totaling $20K — an average of about $2K per grant, based on its IRS Form 990 filings.

How much is ATO Foundation of Berkeley Inc required to give away each year?

Private foundations must generally distribute about 5% of their assets annually. For 2024, ATO Foundation of Berkeley Inc reported a distributable amount of $22K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.

What is ATO Foundation of Berkeley Inc's EIN?

ATO Foundation of Berkeley Inc's EIN (Employer Identification Number) is 94-2880554. IRS Form 990 filing data is available on this page for 2020–2024.

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Data last updated April 2026. Sourced from IRS Form 990-PF filings.

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