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BENEFICIAL STATE FOUNDATION

EIN 20-5253663 OAKLAND, CA

Revenue 2024
$5,346,285
Expenses 2024
$5,623,982

Program services were 80.8% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.

As filed

Subsection
03
NTEE code
W60
Classification
1000
Street
2101 WEBSTER ST STE 140

These codes are the IRS's own and are shown exactly as filed. What each one means is in the Business Master File documentation (opens in a new tab).

Mission and programs · 2024

Mission

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.

Activities or mission (Part I)

TO COMBAT ECONOMIC DISTRESS AND ENCOURAGE COMMUNITY DEVELOPMENT.

  • DEVELOP AND DELIVER PROGRAMS THAT PROMOTE INCLUSIVE BANKING PRACTICES, SUPPORT COMMUNITY DEVELOPMENT, AND REDUCE ECONOMIC DISPARITIES. ACTIVITIES INCLUDE TRAINING FINANCIAL INSTITUTIONS, PRODUCING RESEARCH AND EDUCATIONAL CONTENT, AND ENGAGING IN PARTNERSHIPS AND POLICY EFFORTS TO EXPAND ACCESS TO FAIR LOANS, INVESTMENTS, AND FINANCIAL SERVICES FOR HISTORICALLY UNDERSERVED COMMUNITIES AND ORGANIZATIONS.

    Expenses $3,606,121 · Revenue $60,364

  • SUPPORT CLEAN VEHICLE ASSISTANCE PROGRAM, INCLUDING, BUT NOT LIMITED TO, PROGRAMS AND GRANTS TO HELP LOWER-INCOME CALIFORNIA RESIDENTS PURCHASE A NEW OR USED HYBRID OR ELECTRIC VEHICLE. IN PARTNERSHIP WITH CALIFORNIA CLIMATE INVESTMENTS (A PROGRAM OF THE CALIFORNIA AIR RESOURCES BOARD), THE COLLECTIVE GOAL IS TO MAKE ENVIRONMENTALLY FRIENDLY VEHICLES ACCESSIBLE AND AFFORDABLE TO ALL.

    Expenses $939,177 · Grants $446,345

As filed on the 2024 return.

Officers and directors · 2024

As listed in Part VII of the 2024 return, in the order the filer printed them. Each return names its own; this is not a roster the organization keeps with us.

  • ROBERT WILKINS

    PRESIDENT

    Total calculated
    $0
    Hours/week
    0.5

  • ELMY BERMEJO

    BOARD DIRECTOR

    Total calculated
    $0
    Hours/week
    0.5

  • ANGELA GLOVER DAVIS

    BOARD DIRECTOR

    Total calculated
    $0
    Hours/week
    0.5

  • JANIECE EVANS-PAGE

    BOARD DIRECTOR

    Total calculated
    $0
    Hours/week
    0.5

  • KAT TAYLOR

    BOARD DIRECTOR

    Total calculated
    $0
    Hours/week
    0.5

  • ERIN KILMER NEEL

    EXEC DIR AND CHIEF IMPACT OFFICER

    Total calculated
    $226,226
    From this org
    $213,777
    From related orgs
    $0
    Other
    $12,449
    Hours/week
    43.34

    Schedule J breakdown matched by us

    Base
    $204,117
    Bonus
    $6,300
    Other
    $3,360
    Deferred
    $12,449
    Nontaxable benefits
    $0
    Filer's total
    $226,226

  • ANNIE BAKKE CLAYBAUGH

    VP, OPERATIONS AND FINANCE

    Total calculated
    $197,516
    From this org
    $162,103
    From related orgs
    $0
    Other
    $35,413
    Hours/week
    43.34

    Schedule J breakdown matched by us

    Base
    $144,835
    Bonus
    $13,908
    Other
    $3,360
    Deferred
    $10,002
    Nontaxable benefits
    $25,411
    Filer's total
    $197,516

  • DARNELL GRISBY

    SVP, CLEAN VEHICLE ASST. PROGRAM

    Total calculated
    $206,088
    From this org
    $196,336
    From related orgs
    $0
    Other
    $9,752
    Hours/week
    43.34

    Schedule J breakdown matched by us

    Base
    $185,478
    Bonus
    $7,498
    Other
    $3,360
    Deferred
    $0
    Nontaxable benefits
    $9,752
    Filer's total
    $206,088

  • ANIL AWASTI

    VP, TALENT & CULTURE

    Total calculated
    $184,904
    From this org
    $166,700
    From related orgs
    $0
    Other
    $18,204
    Hours/week
    43.34

    Schedule J breakdown matched by us

    Base
    $157,040
    Bonus
    $6,300
    Other
    $3,360
    Deferred
    $9,605
    Nontaxable benefits
    $8,599
    Filer's total
    $184,904

  • WILLIAM AARON KRISTIN

    STRATEGIC COMMUNICATIONS DIRECTOR

    Total calculated
    $181,392
    From this org
    $154,533
    From related orgs
    $0
    Other
    $26,859
    Hours/week
    43.34

    Schedule J breakdown matched by us

    Base
    $144,873
    Bonus
    $6,300
    Other
    $3,360
    Deferred
    $9,546
    Nontaxable benefits
    $17,313
    Filer's total
    $181,392

  • FRANCIS DENNIS JANES

    INDUSTRY RELATIONS/PARTNERSHIPS DIR.

    Total calculated
    $169,699
    From this org
    $160,093
    From related orgs
    $0
    Other
    $9,606
    Hours/week
    43.34

    Schedule J breakdown matched by us

    Base
    $149,433
    Bonus
    $7,300
    Other
    $3,360
    Deferred
    $9,606
    Nontaxable benefits
    $0
    Filer's total
    $169,699

  • QUINNTAVIOUS WILLIAMS

    DIRECTOR, EQUITABLE BANK STANDARDS

    Total calculated
    $178,218
    From this org
    $159,577
    From related orgs
    $0
    Other
    $18,641
    Hours/week
    43.34

    Schedule J breakdown matched by us

    Base
    $149,917
    Bonus
    $6,300
    Other
    $3,360
    Deferred
    $9,168
    Nontaxable benefits
    $9,473
    Filer's total
    $178,218

  • MARIA KEI OLDIGES

    SOCIAL IMPACT RESEARCH AND EVAL DIR.

    Total calculated
    $171,514
    From this org
    $156,459
    From related orgs
    $0
    Other
    $15,055
    Hours/week
    43.34

    Schedule J breakdown matched by us

    Base
    $145,799
    Bonus
    $7,300
    Other
    $3,360
    Deferred
    $9,606
    Nontaxable benefits
    $5,449
    Filer's total
    $171,514

Compensation is as filed in Part VII: reportable pay from this organization and from related organizations, other compensation, and hours per week. The total, marked calculated, is our sum of the three dollar columns, with a blank column counted as $0; the form itself has no total. On a Form 990-EZ the columns are Part IV's instead, and on a Form 990-PF Part VIII's — compensation, contributions to benefit plans, and expense account — and the total sums those. A Schedule J breakdown is as filed: base pay, bonus, other, deferred compensation and nontaxable benefits from this organization, with any from related organizations beside each, and the filer's own total. It is shown with the Part VII listing of the same name on the same return. The form gives no key between the two, so that pairing is ours, and is marked matched by us. Earlier years are each on their own filing page.

Filings

  • 2024
    Revenue
    $5,346,285
    Expenses
    $5,623,982
    Contributions
    $5,043,967
    Grants paid
    $446,345
  • 2023
    Revenue
    $7,525,287
    Expenses
    $7,670,444
    Contributions
    $7,240,351
    Grants paid
    $2,741,062
  • 2022
    Revenue
    $5,676,276
    Expenses
    $6,761,798
    Contributions
    $5,425,264
    Grants paid
    $2,356,884

The four totals the IRS asks for on Part I of the Form 990, as filed. A dash means the figure was not present on the return — not that it was zero.

Other returns filed

  • 2021 · 990

    Revenue
    $22,406,818
    Expenses
    $23,851,666
    Assets (EOY)
    $119,858,062

  • 2020 · 990

    Revenue
    $14,451,736
    Expenses
    $11,306,355
    Assets (EOY)
    $116,691,991

  • 2019 · 990

    Revenue
    $5,533,095
    Expenses
    $5,257,343
    Assets (EOY)
    $113,005,036

  • 2018 · 990

    Revenue
    $21,563,772
    Expenses
    $3,564,613
    Assets (EOY)
    $112,496,822

  • 2017 · 990

    Revenue
    $11,572,440
    Expenses
    $2,250,600
    Assets (EOY)
    $93,844,530

  • 2016 · 990

    Revenue
    $24,551,880
    Expenses
    $2,050,482
    Assets (EOY)
    $84,526,896

  • 2015 · 990

    Revenue
    $602,442
    Expenses
    $1,951,475
    Assets (EOY)
    $61,936,041

  • 2014 · 990

    Revenue
    $7,539,319
    Expenses
    $1,563,816
    Assets (EOY)
    $63,358,813

  • 2012 · 990

    Revenue
    not reported
    Expenses
    $1,757,298
    Assets (EOY)
    $50,481,159

Nonprofiteer parses Forms 990, 990-EZ and 990-PF, in a window of recent tax years. These returns are recorded from the IRS e-file index, so their figures were extracted by that index rather than read from the return here — treat them as a different source from the filings above, not as more of the same record. A dash means the index carries no figure; Form 990-T listings carry none at all.

Grants made

Where these grants went next →

Grants received

Related organizations

From Schedule R Part II, where a filer lists the tax-exempt organizations it is related to by control. It does not record shared board members or money.

Declared on its 2024 return

Declared as related by

Taxable family

From Schedule R Parts I, III and IV: entities that legally are the filer, and taxable partnerships, corporations and trusts it is related to. These record ownership and control, not shared board members or money.

Related corporations and trusts on its 2024 return

Other IRS files

Auto-Revocation List

Not listed. The IRS publishes this list for organizations whose exemption was automatically revoked for failing to file for three consecutive years.

Publication 78

Listed as of 13 October 2026, under deductibility PC.

These are two separate IRS files on two separate schedules, shown as published and not reconciled with each other. Neither is a statement about whether a contribution is deductible today: 19,245 organizations appear in Publication 78 while the IRS's own revocation file lists them as currently revoked, more than half of those revoked before 2019. Absence from Publication 78 is evidence of nothing, and presence is not evidence either. Verify current status with the IRS before relying on it.

What this page reflects

The registration facts above come from the IRS Business Master File published 13 October 2026 and read 26 October 2026, for every organization at once. Returns through tax year 2024, the newest we have parsed for this organization.