TO CREATE, GUIDE, AND PROMOTE A BENEFICIAL BANKING MODEL THAT TRANSFORMS THE BANKING INDUSTRY; WE ACCELERATE THE TRANSFORMATION BY ATTRACTING HUMAN, FINANCIAL, AND INTELLECTUAL CAPITAL TO BENEFICIAL BANKING.
Financial Overview
From 2024 IRS Form 990-PF · View filing
Total Assets
$116.4M
-1.3% YoY
Revenue
$5.3M
-29.0% YoY
Net Investment Income
$242K
+0.0% YoY
Expenses
$5.6M
-26.7% YoY
About Beneficial State Foundation
Based on IRS filings
Beneficial State Foundation is a nonprofit organization focused on Public, Societal Benefit, based in OAKLAND, CA. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $116.4M in total assets. Net investment income was $242K.
Focus Areas
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Geographic Focus
Where this funder awards grants
Grant Distribution by State
States
Cities
Financial History
Multi-year comparison from IRS filings
| Metric | 2024 | 2023 | 2022 |
|---|---|---|---|
| Total Assets | $116,410,449 | $117,915,206 | $122,226,419 |
| Revenue | $5,346,285 | $7,525,287 | $5,676,276 |
| Expenses | $5,623,982 | $7,670,444 | $6,761,798 |
| Qualifying Distributions | — | — | — |
| Net Investment Income | $241,954 | $241,930 | $241,722 |
| Distributable Amount | — | — | — |
Giving Over Time
Total grant dollars and number of grants per year
Grant Insights
How this funder distributes its grants
Top Recipients
Top 0 recipients in 2024
Grant Size Distribution
3 grants across all recorded years
Open Grants
4 open opportunities from Beneficial State Foundation
Beneficial State Foundation Sponsorships Grant
BENEFICIAL STATE FOUNDATION
Amount
Up to US $1,000
Deadline
Rolling / Open
Clean Vehicle Assistance Program (CVAP)
BENEFICIAL STATE FOUNDATION
Amount
$2,500 - $5,000
Deadline
Rolling / Open
COVID-19 Response Fund
BENEFICIAL STATE FOUNDATION
Amount
$500 - $5,000
Deadline
Rolling / Open
Giving History
Grant recipients and amounts by year
No grants recorded for .
Leadership & Key People
Officers and directors from IRS filings
Compensation Overview
From 2024 IRS filing
From 2024 filing
| Name | Title | Hours | Compensation |
|---|---|---|---|
| ROBERT WILKINS | PRESIDENT | 0.5 | — |
| ELMY BERMEJO | BOARD DIRECTOR | 0.5 | — |
| ANGELA GLOVER DAVIS | BOARD DIRECTOR | 0.5 | — |
| JANIECE EVANS-PAGE | BOARD DIRECTOR | 0.5 | — |
| KAT TAYLOR | BOARD DIRECTOR | 0.5 | — |
| ERIN KILMER NEEL | EXEC DIR AND CHIEF IMPACT OFFICER | 43.34 | $213,777 |
| ANNIE BAKKE CLAYBAUGH | VP, OPERATIONS AND FINANCE | 43.34 | $162,103 |
| DARNELL GRISBY | SVP, CLEAN VEHICLE ASST. PROGRAM | 43.34 | $196,336 |
| ANIL AWASTI | VP, TALENT & CULTURE | 43.34 | $166,700 |
| WILLIAM AARON KRISTIN | STRATEGIC COMMUNICATIONS DIRECTOR | 43.34 | $154,533 |
| FRANCIS DENNIS JANES | INDUSTRY RELATIONS/PARTNERSHIPS DIR. | 43.34 | $160,093 |
| QUINNTAVIOUS WILLIAMS | DIRECTOR, EQUITABLE BANK STANDARDS | 43.34 | $159,577 |
| MARIA KEI OLDIGES | SOCIAL IMPACT RESEARCH AND EVAL DIR. | 43.34 | $156,459 |
Subject Areas
Focus areas based on grantmaking activity
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Data last updated April 2026. Sourced from IRS Form 990-PF filings.
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