Newton And Rochelle Beckercharitable Trust
- Assets
- $140.4m
- Revenue
- $6.0m
- Investments
- $135.5m
- Employees
- 0
- Location
- Larkspur, CA
- Founding
- 05/2006
- Data as of
- 12/2022
- EIN
- 20-3822168
Organization Overview
Newton And Rochelle Beckercharitable Trust is located in Larkspur, CA. The organization was established in 2006. According to its NTEE Classification (T22) the organization is classified as: Private Independent Foundations, under the broad grouping of Philanthropy, Voluntarism & Grantmaking Foundations and related organizations. This organization is an independent organization and not affiliated with a larger national or regional group of organizations. Newton And Rochelle Beckercharitable Trust is a 501(c)(3) and as such, is described as a "Charitable or Religous organization or a private foundation" by the IRS.
For the year ending 12/2022, Newton And Rochelle Beckercharitable Trust generated $6.0m in total revenue. This represents relatively stable growth, over the past 8 years the organization has increased revenue by an average of 3.0% each year. All expenses for the organization totaled $9.3m during the year ending 12/2022. While expenses have increased by 3.1% per year over the past 8 years. They've been increasing with an increasing level of total revenue. You can explore the organizations financials more deeply in the financial statements section below.
Since 2014, Newton And Rochelle Beckercharitable Trust has awarded 671 individual grants totaling $39,740,722. If you would like to learn more about the grant giving history of this organization, scroll down to the grant profile section of this page.
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Board, Officers & Key Employees
| Name (title) | Role | Hours | Compensation |
|---|---|---|---|
David Becker Managing Trustee | 40 | $448,550 | |
Ann Becker Trustee | 1 | $2,975 | |
Ken Haas Trustee | 1 | $3,430 | |
Dylan Tatz President | 40 | $320,500 | |
Jason Brzoska Director Of Operatio | 40 | $249,076 | |
Coby Schoffman Program Officer | 40 | $160,500 |
Outside Vendors & Contractors
| Vendor Name (Service) | Service Year | Compensation |
|---|---|---|
Cambridge Associates Llc | 12/30/22 | $326,227 |
Jamestown Premier Property Fund | 12/30/22 | $153,276 |
Nir Boms | 12/30/22 | $278,856 |
Perceptual Advisors Llc | 12/30/22 | $105,000 |
Us Bank Trust | 12/30/22 | $88,464 |
Financial Statements
| Statement of Revenue | |
|---|---|
| Contributions, Gifts, Grants & Similar | $1,862,185 |
| Interest on Savings | $112 |
| Dividends & Interest | $2,171,926 |
| Net Rental Income | $0 |
| Net Gain on Sale of Assets | $1,544,093 |
| Capital Gain Net Income | $1,421,413 |
| Net ST Capital Gain | $0 |
| Income Modifications | $0 |
| Profit on Inventory Sales | $0 |
| Other Income | $385,543 |
| Total Revenue | $5,963,859 |
| Statement of Expenses | |
|---|---|
| Compensation of officers, directors, trustees, etc | $454,955 |
| Other employee salaries and wages | $969,167 |
| Pension plans, employee benefits | $394,190 |
| Interest | $65,901 |
| Taxes | $8,062 |
| Depreciation | $2,152 |
| Occupancy | $220,908 |
| Travel, conferences, and meetings | $106,596 |
| Printing and publications | $1,501 |
| Other expenses | $803,460 |
| Total operating and administrative expenses | $4,165,401 |
| Contributions, gifts, grants paid | $5,145,912 |
| Total expenses and disbursements | $9,311,313 |
| Balance Sheet | |
|---|---|
| Cash—non-interest-bearing | $0 |
| Savings and temporary cash investments | $2,868,537 |
| Net Accounts receivable | $0 |
| Net Pledges Receivable | $0 |
| Grants receivable | $0 |
| Receivables from Officers, Directors, or Controlling Persons | $0 |
| Net other notes and loans receivable | $0 |
| Inventories for sale or use | $0 |
| Prepaid expenses and deferred charges | $0 |
| Net Investments - land, buildings, equipment | $0 |
| Investments—mortgage loans | $0 |
| Investments—other | $99,389,774 |
| Net Land, buildings, and equipment | $2,868 |
| Other assets | $2,012,927 |
| Total assets | $140,411,471 |
| Accounts payable and accrued expenses | $274,589 |
| Grants payable | $0 |
| Deferred revenue | $0 |
| Loans and other payables to any current Officer, Director, or Controlling Person | $0 |
| Mortgages and other notes payable | $0 |
| Other liabilities | $978,124 |
| Total liabilities | $1,252,713 |
Grants Awarded
Over the last fiscal year, Newton And Rochelle Beckercharitable Trust has awarded $5,145,912 in support to 85 organizations.
| Grant Recipient | Amount |
|---|---|
AMERICAN FRIENDS OF THE ISRAEL PHILHARMONIC ORCHESTRA PURPOSE: GENERAL SUPPORT | $4,500 |
18DOORS PURPOSE: GENERAL SUPPORT | $80,000 |
AMERICAN ISRAEL EDUCATION FOUNDATION PURPOSE: GENERAL SUPPORT | $25,000 |
AMERICA-ISRAEL FRIENDSHIP LEAGUE PURPOSE: GENERAL SUPPORT | $30,000 |
AMERICAN JEWISH JOINT DISTRIBUTION COMMITTEE PURPOSE: GENERAL SUPPORT | $25,000 |
ASPEN INSTITUTE PURPOSE: GENERAL SUPPORT | $50,000 |