Public Charity

BENEFICIAL STATE FOUNDATION

BENEFICIAL STATE FOUNDATION is a nonprofit organization categorized as Public Charity based in OAKLAND, CA. Its most recent IRS filing (2024) reports revenue of $5.3M, expenses of $5.6M, total assets of $116.4M. Imperigo tracks 3 reported grant relationships connected to this organization totaling approximately $5.6M.

EIN: 205253663 OAKLAND, CA Latest filing: 2024
Total Revenue$5.3M
Total Expenses$5.6M
Total Assets$116.4M
Grant Records3
Funding Total$5.6M
Filing Years2019–2024

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.

Officers & Directors

BOARD DIRECTOR Angela Glover Davis
VP, TALENT & CULTURE Anil Awasti
VP, OPERATIONS AND FINANCE Annie Bakke Claybaugh
SVP, CLEAN VEHICLE ASST. PROGRAM Darnell Grisby
BOARD DIRECTOR Elmy Bermejo
EXEC DIR AND CHIEF IMPACT OFFICER Erin Kilmer Neel

Officer compensation and complete director data available with membership.

Top Grant Purposes

GENERAL SUPPORT
$2,800,000 1 grant
HEALTHY INDIVIDUALS AND COMMUNITIES
$2,626,767 1 grant
General Nonprofit Support
$150,000 1 grant

Financial Trends

Year Revenue Expenses Assets
2024 $5.3M $5.6M $116.4M
2023 $7.5M $7.7M $117.9M
2022 $5.7M $6.8M $122.2M
2020 $14.5M $11.3M $116.7M
2019 $5.5M $5.3M $113.0M

Between 2019 and 2024, reported annual revenue declined from $5.5M to $5.3M (-3%), with total assets most recently reported at $116.4M.

Interactive year-over-year charts and full filing details available with membership.

See the full picture for BENEFICIAL STATE FOUNDATION

Complete financials, all 3 grant records, officer compensation, year-over-year trend charts, a geographic grant map, and data exports — across 498,000+ organizations.

Full Financial History Complete Grant Activity Officer Compensation Year-over-Year Charts Geographic Grant Map Data Exports
7-day free trial Cancel any time