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 2024.
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
Frequently Asked Questions
What is Beneficial State Foundation?
Beneficial State Foundation is a nonprofit organization focused on Public, Societal Benefit, based in OAKLAND, CA. It holds $116.4M in total assets as of 2024.
How large is Beneficial State Foundation?
As of 2024, Beneficial State Foundation holds $116.4M in total assets with $5.3M in annual revenue.
Where does Beneficial State Foundation operate?
Beneficial State Foundation has awarded grants in California.
What is Beneficial State Foundation's EIN?
Beneficial State Foundation's EIN (Employer Identification Number) is 20-5253663. IRS Form 990 filing data is available on this page for 2020–2024.
Explore Open Grants
Browse active grant opportunities in Beneficial State Foundation's focus areas in our free grants database
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Data last updated April 2026. Sourced from IRS Form 990-PF filings.
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