Civic Intelligence

The Dawn Redwoods Charitable Trust

EIN 94-2919572 • 501(c)3 • Tiburon, CA

Profile

The trust's purpose is to help people in their times of need.

One Blackfield Drive 331Tiburon, CA 94920

www.dawnredwoodstrust.org

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

18th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

501(c)3 • $1M-$5M nonprofits • Source year 2024

Liabilities / Revenue

19th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

501(c)3 • $1M-$5M nonprofits • Source year 2024

Net Margin

91st percentile

54%

Higher net margin than 91% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Source year 2024

Top Officer Pay

Score unavailable

No value available

No filing with officer rows is available for this organization yet.

Asset Growth

85th percentile

31%

Faster asset growth than 85% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Annualized from 2023 to 2024

Revenue Growth

92nd percentile

95%

Faster revenue growth than 92% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets18th percentile

Assets

Up

$4,763,296

Up $710,431 (+18%) from 2023

Liabilities

Flat

$0

Flat from 2023

Net Assets

Up

$4,763,296

Up $710,431 (+18%) from 2023

Operations
Liabilities / Revenue19th percentileNet Margin91st percentile

Revenue

Up

$1,305,434

Up $645,775 (+98%) from 2023

Expenses

Up

$595,003

Up $349,854 (+143%) from 2023

Net Income

Up

$710,431

Up $295,921 (+71%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth85th percentile

Grouped bars show assets, liabilities, and net assets across loaded filings.

$6.0M$4.0M$2.0M$0Assets 2012: $318,047Liabilities 2012: $0Net Assets 2012: $318,0472012Assets 2013: $622,970Liabilities 2013: $0Net Assets 2013: $622,9702013Assets 2014: $825,559Liabilities 2014: $0Net Assets 2014: $825,5592014Assets 2015: $1,063,904Liabilities 2015: $0Net Assets 2015: $1,063,9042015Assets 2016: $1,209,780Liabilities 2016: $0Net Assets 2016: $1,209,7802016Assets 2017: $1,481,268Liabilities 2017: $0Net Assets 2017: $1,481,2682017Assets 2018: $1,707,824Liabilities 2018: $0Net Assets 2018: $1,707,8242018Assets 2019: $2,040,541Liabilities 2019: $0Net Assets 2019: $2,040,5412019Assets 2020: $2,370,851Liabilities 2020: $1,000Net Assets 2020: $2,369,8512020Assets 2021: $3,213,921Liabilities 2021: $0Net Assets 2021: $3,213,9212021Assets 2022: $3,710,133Liabilities 2022: $0Net Assets 2022: $3,710,1332022Assets 2023: $4,052,865Liabilities 2023: $0Net Assets 2023: $4,052,8652023Assets 2024: $4,763,296Liabilities 2024: $0Net Assets 2024: $4,763,2962024

Highlighted filing

2024

Assets$4,763,296
Liabilities$0
Net Assets$4,763,296
Open 2024 Filing

Operations Trend

Revenue Growth92nd percentile

Revenue, expenses, and net income by year, with the latest filing highlighted.

$1.5M$1.0M$500K$0Revenue 2012: $179,051Expenses 2012: $62,614Net Income 2012: $116,4372012Revenue 2013: $353,315Expenses 2013: $37,216Net Income 2013: $316,0992013Revenue 2014: $329,466Expenses 2014: $126,877Net Income 2014: $202,5892014Revenue 2015: $349,384Expenses 2015: $111,039Net Income 2015: $238,3452015Revenue 2016: $374,622Expenses 2016: $228,746Net Income 2016: $145,8762016Revenue 2017: $383,878Expenses 2017: $112,390Net Income 2017: $271,4882017Revenue 2018: $453,951Expenses 2018: $227,395Net Income 2018: $226,5562018Revenue 2019: $512,857Expenses 2019: $180,140Net Income 2019: $332,7172019Revenue 2020: $559,890Expenses 2020: $230,580Net Income 2020: $329,3102020Revenue 2021: $1,431,399Expenses 2021: $587,329Net Income 2021: $844,0702021Revenue 2022: $906,512Expenses 2022: $410,300Net Income 2022: $496,2122022Revenue 2023: $659,659Expenses 2023: $245,149Net Income 2023: $414,5102023Revenue 2024: $1,305,434Expenses 2024: $595,003Net Income 2024: $710,4312024

Highlighted filing

2024

Revenue$1,305,434
Expenses$595,003
Net Income$710,431
Open 2024 Filing

Filings

Most recent year

2024 • Form 990Facts available. Structured filing facts are available, but richer extracted sections are limited.

Open filing
Assets
$4,763,296
Liabilities
$0
Net assets
$4,763,296
Revenue
$1,305,434
Expenses
$595,003
Net income
$710,431
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$4.76$0.00$4.76$1.31$0.60$0.71
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$4.05$0.00$4.05$0.66$0.25$0.41
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.71$0.00$3.71$0.91$0.41$0.50
2021Facts available. Structured filing facts are available, but richer extracted sections are limited.$3.21$0.00$3.21$1.43$0.59$0.84
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.37$0.00$2.37$0.56$0.23$0.33
2019Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.04$0.00$2.04$0.51$0.18$0.33
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.71$0.00$1.71$0.45$0.23$0.23
2017Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.48$0.00$1.48$0.38$0.11$0.27
2016Detailed filing. Detailed filing data is available for this year.$1.21$0.00$1.21$0.37$0.23$0.15
2015Detailed filing. Detailed filing data is available for this year.$1.06$0.00$1.06$0.35$0.11$0.24
2014Summary only. Only limited summary data is available for this year.$0.83$0.00$0.83$0.33$0.13$0.20
2013Summary only. Only limited summary data is available for this year.$0.62$0.00$0.62$0.35$0.04$0.32
2012Summary only. Only limited summary data is available for this year.$0.32$0.00$0.32$0.18$0.06$0.12
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
May 13, 2025
Return Version
2024v5.1
Gross Receipts
$2,450,896
Mission and Program Overview

Mission

The trust's purpose is to help people in their times of need.

To provide gifts to needy individuals who have special talents or qualities.

Balance Sheet Detail
LineBeginningEndChange
Assets
Cap Stk Tr Prin Current Funds$4,052,865$4,763,296▲ $710,431
Investments in Publicly Traded Securities$3,447,961$3,955,588▲ $507,627
Cash and Non-Interest-Bearing Accounts$539,904$742,708▲ $202,804
Savings and Temporary Cash Investments-$0-
Accounts Receivable-$0-
Other Notes and Loans Receivable, Net-$0-
Pledges and Grants Receivable-$0-
Receivable From Disqualified Prsn-$0-
Receivables From Officers Etc-$0-
Investments Other Securities-$0-
Investments Program Related-$0-
Land, Buildings, and Equipment, Net-$0-
Intangible Assets-$0-
Inventories for Sale or Use-$0-
Prepaid Expenses and Deferred Charges-$0-
Total Assets$4,052,865$4,763,296▲ $710,431
Other Assets Total$65,000$65,000→ $0
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Total Net Assets Fund Balance$4,052,865$4,763,296▲ $710,431
Total Liabilities and Net Assets / Fund Balance$4,052,865$4,763,296▲ $710,431

Asset Categories

AssetBook ValueDepreciationBasis
Other Land Buildings-$1,400$1,400
Compensation and Service Providers
Top Officer PayScore unavailable

Board Members and Trustees

NameTitle
Dave HagermanChairman
Bill DawsonDirector
Bob StaffordDirector
Charlie BaxterDirector
Dudley Fournier JrDirector
Henry HanselDirector
Michael BradleyDirector
Peter AllenDirector
Tom MontgomeryDirector
Revenue and Support

Revenue Composition

Contributions and Grants
$1,130,516
Program Service Revenue
$0
Investment Income
$174,918
Other Revenue
$0
All Other Contributions
$1,130,516
Change in Net Assets
$710,431
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$475,218
Other Expenses$119,785
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$241,000--$241,000
Grants to Domestic Individuals$234,218--$234,218
Fees for Services Management-$18,346-$18,346
Fees for Services Legal-$5,353-$5,353
Fees for Services Other$5,056--$5,056
Fees for Services Accounting-$3,500-$3,500
Insurance-$2,567-$2,567
Other Expenses$1,521$5,450-$1,521
Office Expenses-$657-$657
All Other Expenses-$327-$327
Total Functional Expenses$527,405$67,598$0$595,003
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Sf Arts Education ProjectSan Francisco, CA--$35,000
Cazadero Music CampCazadero, CA--$25,000
Music in PlaceNovato, CA--$25,000
Little Village FoundationTiburon, CA--$20,000
Monte Rio Fire Services FoundMonte Rio, CA--$20,000
Monte Rio School DistrictMonte Rio, CA--$20,000
Small Art Music ProjectsSan Francisco, CA--$15,000
42nd Street MoonSan Francisco, CA--$10,000
Analy High School EducationSebastopol, CA--$10,000
Chops Teen CenterSanta Rosa, CA--$10,000
Lamplighters Music TheatreSan Francisco, CA--$10,000
Sweet Relief Musicians FundBrea, CA--$10,000
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Insider Transactions and Loans

Loans and Receivables

Line ItemBeginningEndChange
Receivables from Disqualified Persons-$0-
Receivables from Officers, Directors, Trustees, and Key Employees-$0-
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Backup withholding compliance
Yes
Business relationship with 35% controlled entity
No
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
No
Other officer compensation reviewed
No
Conflict-of-interest policy
No
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section A, Line 8B

“The governing body is the only committee for the organization.”

Form 990, Part VI, Section B, Line 11B

“Annually, upon completion by the accountant of the organization.”

Form 990, Part VI, Section C, Line 19

“Upon pre-arranged appointment to review the applicable document during normal business hours at the main location of the organization.”

Filing and Contact Details

Filer

Filer Name
The Dawn Redwoods Charitable Trust
EIN
94-2919572
Phone
4153089216
Address
ONE BLACKFIELD DRIVE 331, TIBURON, CA 94920

Signing Officer

Name
Dave Hagerman
Title
Chairman
Signed
2025-05-13
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Dave Hagerman
Formed
2001
Legal Domicile
CA
Voting Board Members
9
Independent Board Members
9
Employees
0
Volunteers
9

Preparer

Firm
Cho F Chan CPA Inc
Address
950 TARAVAL STREET 228, SAN FRANCISCO, CA 94116
Preparer
Kaiying Tian CPA
Phone
4153810681
Raw XML AppendixShowing 400 of 512 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

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