2024-11-08T02:37:48-06:00 2023-12-31 946214841 ARMANINO ADVISORY LLC 2700 CAMINO RAMON STE 350 SAN RAMON CA 945835004 990EZ 2023-01-01 942519726 BAY EAST ASSOC OF REALTORS FOUNDATION BAYE 9257303273 7021 KOLL CENTER PARKWAY PLEASANTON CA 94566 FRANCOISE JORDAN CFO 9257303273 2024-11-07 1 0 KATY BROWN P00650274 9257902600 2024-11-04 2023 2024-10-15 13:58:12Z X N/A X X 159923 X 79081 24100 11510 5231 40001 28470 16762 131453 44138 5198 16544 65880 65573 215792 0 281365 X 200653 286776 62748 0 263401 286776 47609 5411 215792 281365 X PROVIDE SCHOLARSHIPS & FINANCIAL ASSISTANCE TO BEAR MEMBERS IN NEED. SCHOLARSHIPS- AWARD SCHOLARSHIPS TO ALAMEDA AND CONTRA COSTA COUNTY STUDENTS WHO PURSUE HIGHER EDUCATION DEGREES. 16500 16500 MEMBERS HELPING MEMBERS- DISTRIBUTE GRANTS TO REALTOR AND AFFILIATE MEMBERS WHO EXPERIENCED A CATOSTROPHIC EVENT THAT CAUSED A FINANCIAL HARDSHIP. 5000 5000 CHARITABLE CONTRIBUTIONS- SUPPORT COMMUNITY RELATED CHARITABLE ORGANIZATIONS AND LOCAL SCHOOLS. 22638 22638 44138 X FRANCOISE JORDAN CFO 5.00 0 0 0 TREVOR FREY PRESIDENT 5.00 0 0 0 CURTIS FLEMING TREASURER 5.00 0 0 0 GEORGIA BUTTERFIELD TRUSTEE 3.00 0 0 0 GUADALUPE DEL CASTILLO TRUSTEE 3.00 0 0 0 CHASITI CROCKETT TRUSTEE (THRU 3/23) 3.00 0 0 0 KIM HUDSON TRUSTEE (THRU 2/23) 3.00 0 0 0 ANGEL LAX TRUSTEE 3.00 0 0 0 EILEEN MANGER TRUSTEE 3.00 0 0 0 JESSICA MANRIQUE TRUSTEE (THRU 5/23) 3.00 0 0 0 CAROL MARSHALL TRUSTEE 3.00 0 0 0 EMILY MITCHELL TRUSTEE (THRU 4/23) 3.00 0 0 0 X 0 0 0 0 0 0 0 0 0 0 0 0 0 0 CA FRANCOISE JORDAN CFO 7021 KOLL CENTER PARKWAY PLEASANTON CA 94566 9257303273 0 0 0 0 0 0 0 0 0 0 NONE NONE 1 X 56374 84291 75324 4313 79081 299383 1435 7815 17725 23950 24100 75025 35869 16638 48558 45232 146297 93678 108744 93049 76821 148413 520705 10000 55000 40000 60000 165000 0 10000 55000 40000 60000 165000 355705 11639 7107 3486 11510 33742 11639 7107 3486 11510 33742 371 371 105688 115851 96535 76821 159923 554818 0.64110 0.67110 0.06080 0.04250 X SCHEDULE A, PART III, LINE 12, EXPLANATION OF OTHER INCOME: OTHER INCOME - 2019 AMOUNT: $ 371. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED MARKETING GROUP AUCTIONS/DONATIONS 17598 17598 GOLF TOURNAMENT 40001 40001 8437 18833 57599 17598 40001 8437 18833 27270 12731 FORM 990-EZ, PART I, LINE 4 - OTHER INVESTMENT INCOME DESCRIPTION: INTEREST INCOME. AMOUNT: 11,510. FORM 990-EZ, PART I, LINE 10 - GRANTS AND SIMILAR AMOUNTS PAID ACTIVITY CLASSIFICATION: CHARITABLE CONTRIBUTIONS - MARKETING GROUPS. GRANTEE NAME: ADOPT AN ANGEL. GRANTEE ADDRESS: 6219 ESCALLONIA DRIVE NEWARK, CA 94560. GRANTEE RELATIONSHIP: NONE. DATE OF GIFT: 12/31/23. AMOUNT GIVEN: 729. FORM 990-EZ, PART I, LINE 10 - GRANTS AND SIMILAR AMOUNTS PAID ACTIVITY CLASSIFICATION: CHARITABLE CONTRIBUTIONS - MARKETING GROUPS. GRANTEE NAME: ALAMEDA COUNTY COMMUNITY FOOD BANK. GRANTEE ADDRESS: 7900 EDGEWATER DRIVE OAKLAND, CA 94621. GRANTEE RELATIONSHIP: NONE. DATE OF GIFT: 12/29/23. AMOUNT GIVEN: 1,838. FORM 990-EZ, PART I, LINE 10 - GRANTS AND SIMILAR AMOUNTS PAID ACTIVITY CLASSIFICATION: CHARITABLE CONTRIBUTIONS - MARKETING GROUPS. GRANTEE NAME: LITTLE MIRACLES, INC.. GRANTEE ADDRESS: 039-E SERPENTINE LANE PLEASANTON, CA 94566. GRANTEE RELATIONSHIP: NONE. DATE OF GIFT: 12/12/23. AMOUNT GIVEN: 610. FORM 990-EZ, PART I, LINE 10 - GRANTS AND SIMILAR AMOUNTS PAID ACTIVITY CLASSIFICATION: CHARITABLE CONTRIBUTIONS - MARKETING GROUPS. GRANTEE NAME: SLEEP IN HEAVENLY PEACE. GRANTEE ADDRESS: 4463 BUCKSKIN COURT LIVERMORE, CA 94551. GRANTEE RELATIONSHIP: NONE. DATE OF GIFT: 12/11/23. AMOUNT GIVEN: 1,063. FORM 990-EZ, PART I, LINE 10 - GRANTS AND SIMILAR AMOUNTS PAID ACTIVITY CLASSIFICATION: CHARITABLE CONTRIBUTIONS - MARKETING GROUPS. GRANTEE NAME: MISSING MAN MINISTRY. GRANTEE ADDRESS: 5424 SUNOL BLVD, SUITE 10-107 PLEASANTON, CA 94566. GRANTEE RELATIONSHIP: NONE. DATE OF GIFT: 12/04/23. AMOUNT GIVEN: 4,002. FORM 990-EZ, PART I, LINE 10 - GRANTS AND SIMILAR AMOUNTS PAID ACTIVITY CLASSIFICATION: CHARITABLE CONTRIBUTIONS - MARKETING GROUPS. GRANTEE NAME: LIVERMORE VALLEY JOINT UNIFIED SCHOOL DISTRICT. GRANTEE ADDRESS: 685 E. JACK LONDON BLVD LIVERMORE, CA 94551. GRANTEE RELATIONSHIP: NONE. DATE OF GIFT: 08/14/23. AMOUNT GIVEN: 9,235. FORM 990-EZ, PART I, LINE 10 - GRANTS AND SIMILAR AMOUNTS PAID ACTIVITY CLASSIFICATION: CHARITABLE CONTRIBUTIONS - MARKETING GROUPS. GRANTEE NAME: TRI VALLEY HAVEN. GRANTEE ADDRESS: 3663 PACIFIC AVENUE LIVERMORE, CA 94550. GRANTEE RELATIONSHIP: NONE. DATE OF GIFT: 07/21/23. AMOUNT GIVEN: 194. FORM 990-EZ, PART I, LINE 10 - GRANTS AND SIMILAR AMOUNTS PAID ACTIVITY CLASSIFICATION: CHARITABLE CONTRIBUTIONS - MARKETING GROUPS. GRANTEE NAME: REINS IN MOTION. GRANTEE ADDRESS: P.O. BOX 1001 LIVERMORE, CA 94551. GRANTEE RELATIONSHIP: NONE. DATE OF GIFT: 04/01/23. AMOUNT GIVEN: 4,167. FORM 990-EZ, PART I, LINE 10 - GRANTS AND SIMILAR AMOUNTS PAID ACTIVITY CLASSIFICATION: CHARITABLE GROUPS. GRANTEE NAME: AGAPE VILLAGES. GRANTEE ADDRESS: 3160 CROW CANYON PLACE, #120 SAN RAMON, CA 94583. GRANTEE RELATIONSHIP: NONE. DATE OF GIFT: 06/01/23. AMOUNT GIVEN: 500. FORM 990-EZ, PART I, LINE 10 - GRANTS AND SIMILAR AMOUNTS PAID ACTIVITY CLASSIFICATION: CHARITABLE GROUPS. GRANTEE NAME: KIDS AGAINST HUNGER. GRANTEE ADDRESS: 1258 QUARRY LANE PLEASANTON, CA 94566. GRANTEE RELATIONSHIP: NONE. DATE OF GIFT: 03/31/23. AMOUNT GIVEN: 300. FORM 990-EZ, PART I, LINE 10 - GRANTS AND SIMILAR AMOUNTS PAID ACTIVITY CLASSIFICATION: MEMBERS HELPING MEMBERS. GRANTEE NAME: BEVERLEY MORRIS. GRANTEE ADDRESS: 1378 SAUVIGNON STREET MOUNTAIN HOUSE, CA 95391. GRANTEE RELATIONSHIP: NONE. DATE OF GIFT: 07/11/23. AMOUNT GIVEN: 5,000. FORM 990-EZ, PART I, LINE 10 - GRANTS AND SIMILAR AMOUNTS PAID ACTIVITY CLASSIFICATION: SCHOLARSHIPS. GRANTEE NAME: CLARA MARKEL. GRANTEE RELATIONSHIP: NONE. DATE OF GIFT: 08/04/23. AMOUNT GIVEN: 1,500. FORM 990-EZ, PART I, LINE 10 - GRANTS AND SIMILAR AMOUNTS PAID ACTIVITY CLASSIFICATION: SCHOLARSHIPS. GRANTEE NAME: SAVANNAH JOHNSON. GRANTEE RELATIONSHIP: NONE. DATE OF GIFT: 08/04/23. AMOUNT GIVEN: 1,500. FORM 990-EZ, PART I, LINE 10 - GRANTS AND SIMILAR AMOUNTS PAID ACTIVITY CLASSIFICATION: SCHOLARSHIPS. GRANTEE NAME: SARAH LISANTI. GRANTEE RELATIONSHIP: NONE. DATE OF GIFT: 08/04/23. AMOUNT GIVEN: 1,500. FORM 990-EZ, PART I, LINE 10 - GRANTS AND SIMILAR AMOUNTS PAID ACTIVITY CLASSIFICATION: SCHOLARSHIPS. GRANTEE NAME: EAINDRAE MYAE . GRANTEE RELATIONSHIP: NONE. DATE OF GIFT: 08/04/23. AMOUNT GIVEN: 1,500. FORM 990-EZ, PART I, LINE 10 - GRANTS AND SIMILAR AMOUNTS PAID ACTIVITY CLASSIFICATION: SCHOLARSHIPS. GRANTEE NAME: COLE WISENOR. GRANTEE RELATIONSHIP: NONE. DATE OF GIFT: 08/04/23. AMOUNT GIVEN: 1,500. FORM 990-EZ, PART I, LINE 10 - GRANTS AND SIMILAR AMOUNTS PAID ACTIVITY CLASSIFICATION: SCHOLARSHIPS. GRANTEE NAME: ARIAN MOGHNI. GRANTEE RELATIONSHIP: NONE. DATE OF GIFT: 08/04/23. AMOUNT GIVEN: 2,500. FORM 990-EZ, PART I, LINE 10 - GRANTS AND SIMILAR AMOUNTS PAID ACTIVITY CLASSIFICATION: SCHOLARSHIPS. GRANTEE NAME: BENJAMIN MAGANA. GRANTEE RELATIONSHIP: NONE. DATE OF GIFT: 08/04/23. AMOUNT GIVEN: 2,500. FORM 990-EZ, PART I, LINE 10 - GRANTS AND SIMILAR AMOUNTS PAID ACTIVITY CLASSIFICATION: SCHOLARSHIPS. GRANTEE NAME: DEVYN DONOVAN-STAUDER. GRANTEE RELATIONSHIP: NONE. DATE OF GIFT: 08/04/23. AMOUNT GIVEN: 1,500. FORM 990-EZ, PART I, LINE 10 - GRANTS AND SIMILAR AMOUNTS PAID ACTIVITY CLASSIFICATION: SCHOLARSHIPS. GRANTEE NAME: TONY WANG. GRANTEE RELATIONSHIP: NONE. DATE OF GIFT: 08/04/23. AMOUNT GIVEN: 2,500. TOTAL INCLUDED ON FORM 990-EZ, LINE 10: 44,138. FORM 990-EZ, PART I, LINE 16 - OTHER EXPENSES DESCRIPTION: ADMINISTRATIVE FEE. AMOUNT: 15,000. DESCRIPTION: BANK SERVICE CHARGES. AMOUNT: 407. DESCRIPTION: DUES AND SUBSCRIPTIONS. AMOUNT: 150. DESCRIPTION: FILING FEES. AMOUNT: 80. DESCRIPTION: OFFICE EXPENSES. AMOUNT: 478. DESCRIPTION: TRUSTEE EXPENSES. AMOUNT: 429. TOTAL TO FORM 990-EZ, LINE 16: 16,544. FORM 990-EZ, PART II, LINE 24 - OTHER ASSETS DESCRIPTION: ACCOUNTS RECEIVABLE. BEG. OF YEAR AMOUNT: 58,307. END OF YEAR AMOUNT: 0. DESCRIPTION: ACCRUED INCOME. BEG. OF YEAR AMOUNT: 1,441. END OF YEAR AMOUNT: 0. DESCRIPTION: PREPAID EVENT EXPENSE. BEG. OF YEAR AMOUNT: 3,000. END OF YEAR AMOUNT: 0. FORM 990-EZ, PART II, LINE 26 - OTHER LIABILITIES DESCRIPTION: ACCOUNTS PAYABLE. BEG. OF YEAR AMOUNT: 47,609. END OF YEAR AMOUNT: 5,411. THE ORGANIZATION DID NOT, DURING THE YEAR, RECEIVE ANY FUNDS, DIRECTLY,OR INDIRECTLY, TO PAY PREMIUMS ON A PERSONAL BENEFIT CONTRACT.THE ORGANIZATION, DID NOT, DURING THE YEAR, PAY ANY PREMIUMS, DIRECTLY,OR INDIRECTLY, ON A PERSONAL BENEFIT CONTRACT.