Civic Intelligence

Gerson Bakar Foundation

EIN 94-2949602 • San Francisco, CA

201 Filbert Street 400San Francisco, CA 94133
Siviq Scores

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

Liabilities / Assets

4th percentile

0.00x

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

$1B+ nonprofits • Source year 2024

Liabilities / Revenue

4th percentile

0.00x

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

$1B+ nonprofits • Source year 2024

Net Margin

51st percentile

7.2%

Higher net margin than 51% of similar nonprofits.

$1B+ nonprofits • Source year 2024

Top Officer Pay

29th percentile

$0

Higher top officer pay than 29% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

$1B+ nonprofits • Source year 2024

Asset Growth

40th percentile

3.8%

Faster asset growth than 40% of similar nonprofits.

$1B+ nonprofits • Annualized from 2023 to 2024

Revenue Growth

96th percentile

130%

Faster revenue growth than 96% of similar nonprofits.

$1B+ nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets4th percentile

Assets

Up

$2,547,826,871

Up $92,099,839 (+3.8%) from 2023

Liabilities

Down

$0

Down $1 (-100%) from 2023

Net Assets

$2,547,826,871

No earlier filing loaded for comparison.

Operations
Liabilities / Revenue4th percentileNet Margin51st percentile

Revenue

Up

$198,287,464

Up $112,136,221 (+130%) from 2023

Expenses

Down

$184,093,119

Down $98,171,164 (-35%) from 2023

Net Income

Up

$14,194,345

Up $210,307,385 (+107%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth40th percentile

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

$3.0B$2.0B$1.0B$0Assets 2011: $48,796,386Liabilities 2011: $02011Assets 2012: $56,621,683Liabilities 2012: $02012Assets 2013: $83,055,776Liabilities 2013: $66,6672013Assets 2014: $103,168,917Liabilities 2014: $0Net Assets 2014: $103,168,9172014Assets 2015: $108,320,254Liabilities 2015: $0Net Assets 2015: $108,320,2542015Assets 2016: $108,552,609Liabilities 2016: $64,008Net Assets 2016: $108,488,6012016Assets 2017: $128,166,976Liabilities 2017: $64,008Net Assets 2017: $128,102,9682017Assets 2018: $391,184,663Liabilities 2018: $64,008Net Assets 2018: $391,120,6552018Assets 2019: $820,628,561Liabilities 2019: $64,008Net Assets 2019: $820,564,5532019Assets 2020: $1,007,861,483Liabilities 2020: $1,327,395Net Assets 2020: $1,006,534,0882020Assets 2021: $2,671,857,395Liabilities 2021: $14,560Net Assets 2021: $2,671,842,8352021Assets 2022: $2,457,600,914Liabilities 2022: $149,478Net Assets 2022: $2,457,451,4362022Assets 2023: $2,455,727,032Liabilities 2023: $12023Assets 2024: $2,547,826,871Liabilities 2024: $0Net Assets 2024: $2,547,826,8712024

Highlighted filing

2024

Assets$2,547,826,871
Liabilities$0
Net Assets$2,547,826,871
Open 2024 Filing

Operations Trend

Revenue Growth96th percentile

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

$2.0B$1.0B$0-$1.0BRevenue 2011: $2,356,485Expenses 2011: $2,690,973Net Income 2011: -$334,4882011Revenue 2012: $4,695,196Expenses 2012: $2,895,539Net Income 2012: $1,799,6572012Revenue 2013: $18,897,433Expenses 2013: $3,223,789Net Income 2013: $15,673,6442013Revenue 2014: $25,459,719Expenses 2014: $3,596,591Net Income 2014: $21,863,1282014Revenue 2015: $14,650,139Expenses 2015: $4,685,868Net Income 2015: $9,964,2712015Revenue 2016: $3,419,135Expenses 2016: $5,688,863Net Income 2016: -$2,269,7282016Revenue 2017: $30,001,248Expenses 2017: $21,348,942Net Income 2017: $8,652,3062017Revenue 2018: $464,588,836Expenses 2018: $176,320,612Net Income 2018: $288,268,2242018Revenue 2019: $470,431,818Expenses 2019: $102,537,694Net Income 2019: $367,894,1242019Revenue 2020: $284,713,297Expenses 2020: $187,905,824Net Income 2020: $96,807,4732020Revenue 2021: $1,929,752,035Expenses 2021: $259,433,306Net Income 2021: $1,670,318,7292021Revenue 2022: $445,447,374Expenses 2022: $351,599,316Net Income 2022: $93,848,0582022Revenue 2023: $86,151,243Expenses 2023: $282,264,283Net Income 2023: -$196,113,0402023Revenue 2024: $198,287,464Expenses 2024: $184,093,119Net Income 2024: $14,194,3452024

Highlighted filing

2024

Revenue$198,287,464
Expenses$184,093,119
Net Income$14,194,345
Open 2024 Filing

Filings

Most recent year

2024 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$2,547,826,871
Liabilities
$0
Net assets
$2,547,826,871
Revenue
$198,287,464
Expenses
$184,093,119
Net income
$14,194,345
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$2,548$0.00$2,548$198$184$14.2
2023Summary only. Only limited summary data is available for this year.$2,456$0.00$86.2$282$196
2022Detailed filing. Detailed filing data is available for this year.$2,458$0.15$2,457$445$352$93.8
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2,672$0.01$2,672$1,930$259$1,670
2020Detailed filing. Detailed filing data is available for this year.$1,008$1.33$1,007$285$188$96.8
2019Detailed filing. Detailed filing data is available for this year.$821$0.06$821$470$103$368
2018Detailed filing. Detailed filing data is available for this year.$391$0.06$391$465$176$288
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$128$0.06$128$30.0$21.3$8.65
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$109$0.06$108$3.42$5.69$2.27
2015Detailed filing. Detailed filing data is available for this year.$108$0.00$108$14.7$4.69$9.96
2014Detailed filing. Detailed filing data is available for this year.$103$0.00$103$25.5$3.60$21.9
2013Summary only. Only limited summary data is available for this year.$83.1$0.07$18.9$3.22$15.7
2012Summary only. Only limited summary data is available for this year.$56.6$0.00$4.70$2.90$1.80
2011Summary only. Only limited summary data is available for this year.$48.8$0.00$2.36$2.69$0.33
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Nov 12, 2025
Return Version
2024v5.2
Compensation and Service Providers
Top Officer Pay29th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
BARBARA BASS BAKARChair/President/Director-$0--
RICHARD L GREENEDirector-$0--
ANNE BAKARDirector-$0--
PHYLLIS COOKDirector-$0--
NANCI FREDKINDirector-$0--
KATHLEEN MCCORMICKDirector-$0--
SHARON HASEGAWASecretary/Treasurer-$0--
Filing and Contact Details

Filer

Filer Name
Gerson Bakar Foundation
EIN
94-2949602
Phone
4155768100
Address
201 FILBERT STREET 400, SAN FRANCISCO, CA 94133

Signing Officer

Name
Barbara Bass Bakar
Title
President
Phone
4155768100
Signed
2025-11-12
Discuss with paid preparer
Yes

Preparer

Firm
Deloitte Tax Llp
Address
50 SOUTH SIXTH STREET, MINNEAPOLIS, MN 55402
Preparer
Sarah Redden
Phone
6123974000
Raw XML AppendixShowing 400 of 1,067 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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IRS990PF/AnalysisIncomeProducingActyGrp/OtherInvestmentIncomeGrp/ExclusionAmt0116143035
IRS990PF/AnalysisIncomeProducingActyGrp/OtherInvestmentIncomeGrp/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/ExclusionAmt0198287464
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/RelatedOrExemptFunctionIncmAmt00
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/UnrelatedBusinessTaxblIncmAmt00
IRS990PF/AnalysisIncomeProducingActyGrp/TotalIncomeProducingActyAmt0198287464
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesChrtblPrpsAmt0210325
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesRevAndExpnssAmt0252825
IRS990PF/AnalysisOfRevenueAndExpenses/CapGainNetIncmNetInvstIncmAmt0154356405
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstRevAndExpnssAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidDsbrsChrtblAmt0161524674
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidRevAndExpnssAmt0169365674
IRS990PF/AnalysisOfRevenueAndExpenses/ContriRcvdRevAndExpnssAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/DeprecAndDpltnNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/DeprecAndDpltnRevAndExpnssAmt019366
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsNetInvstIncmAmt05828649
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnssAmt05828649
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessRevenueOverExpensesAmt014194345
IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesPriceAmt040669448
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavNetInvstIncmAmt067869563
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavRevAndExpnssAmt067869563
IRS990PF/AnalysisOfRevenueAndExpenses/LegalFeesDsbrsChrtblAmt01107
IRS990PF/AnalysisOfRevenueAndExpenses/LegalFeesNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/LegalFeesRevAndExpnssAmt01107
IRS990PF/AnalysisOfRevenueAndExpenses/NetGainSaleAstRevAndExpnssAmt08446217
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncomeAmt0224090057
IRS990PF/AnalysisOfRevenueAndExpenses/OccupancyDsbrsChrtblAmt06300
IRS990PF/AnalysisOfRevenueAndExpenses/OccupancyNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OccupancyRevAndExpnssAmt06300
IRS990PF/AnalysisOfRevenueAndExpenses/OthEmplSlrsWgsDsbrsChrtblAmt0502131
IRS990PF/AnalysisOfRevenueAndExpenses/OthEmplSlrsWgsNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OthEmplSlrsWgsRevAndExpnssAmt0502131
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesDsbrsChrtblAmt0263942
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesNetInvstIncmAmt010983767
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesRevAndExpnssAmt010766590
IRS990PF/AnalysisOfRevenueAndExpenses/OtherIncomeNetInvstIncmAmt09027707
IRS990PF/AnalysisOfRevenueAndExpenses/OtherIncomeRevAndExpnssAmt0116143035
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesDsbrsChrtblAmt01030175
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesNetInvstIncmAmt01354992
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesRevAndExpnssAmt02385167
IRS990PF/AnalysisOfRevenueAndExpenses/PensionEmplBnftDsbrsChrtblAmt050058
IRS990PF/AnalysisOfRevenueAndExpenses/PensionEmplBnftNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/PensionEmplBnftRevAndExpnssAmt050058
IRS990PF/AnalysisOfRevenueAndExpenses/ScheduleBNotRequiredInd0X
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesDsbrsChrtblAmt05656
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesNetInvstIncmAmt0653508
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesRevAndExpnssAmt0743901
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblAmt0163594368
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncmAmt012992267
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnssAmt0184093119
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvstIncmAmt0237082324
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevAndExpnssAmt0198287464
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblAmt02069694
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncmAmt012992267
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnssAmt014727445
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt02023-12-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt12023-12-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt22023-12-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt07220950
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt133448498
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt2113686957
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt07220950
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt133448498
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt2113686957
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt07220950
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt133448498
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd0P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd1P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd2P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc0PORTFOLIO GAIN/LOSS
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc1PARTNERSHIP GAIN/LOSS
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc2DISPOSITION OF PARTNERSHIPS
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt02024-12-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt12024-12-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt22024-12-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapitalGainNetIncomeAmt0154356405
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt014194345
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherDecreasesAmt00
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherIncreasesAmt077905494
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt02547826871
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt02455727032
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt02547826871
IRS990PF/DistributableAmountGrp/DeductionFromDistributableAmt00
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt0122334605
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt0122334605
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt0122334605
IRS990PF/DistributableAmountGrp/IncomeTaxAmt0139501
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt0125588958
IRS990PF/DistributableAmountGrp/RecoveriesQualfiedDistriAmt00
IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt03114852
IRS990PF/DistributableAmountGrp/TotalTaxAmt03254353
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/AppliedToESTaxAmt01613514
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/BackupWithholdingWithheldAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EsPenaltyAmt011034
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EstimatedPlusOvpmtIncmTxAmt02739400
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/ExemptFrgnOrgTaxWthldAtSrceAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/ExtsnRequestIncomeTaxPaidAmt02000000
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/Form2220AttachedInd0X
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt03114852
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/OverpaymentAmt01613514
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/RefundAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtitleATaxAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtotalAmt03114852
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt03114852
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxUnderSection511Amt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TotalPaymentsAndCreditsAmt04739400
IRS990PF/FMVAssetsEOYAmt02547826871
IRS990PF/Form990PFBalanceSheetsGrp/AcctRcvblAmt01090732
IRS990PF/Form990PFBalanceSheetsGrp/AcctRcvblBOYAmt03059067
IRS990PF/Form990PFBalanceSheetsGrp/AcctRcvblEOYAmt01090732
IRS990PF/Form990PFBalanceSheetsGrp/AcctRcvblEOYFMVAmt01090732
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockBOYAmt01692568746
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYAmt01923126217
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYFMVAmt01923126217
IRS990PF/Form990PFBalanceSheetsGrp/LandBldgEquipAccumDeprecAmt0195142
IRS990PF/Form990PFBalanceSheetsGrp/LandBldgEquipCostOrOtherBssAmt0640770
IRS990PF/Form990PFBalanceSheetsGrp/LandBOYAmt0464994
IRS990PF/Form990PFBalanceSheetsGrp/LandEOYAmt0445628
IRS990PF/Form990PFBalanceSheetsGrp/LandEOYFMVAmt0445628
IRS990PF/Form990PFBalanceSheetsGrp/NoDonorRstrNetAssestsBOYAmt02455727032
IRS990PF/Form990PFBalanceSheetsGrp/NoDonorRstrNetAssestsEOYAmt02547826871
IRS990PF/Form990PFBalanceSheetsGrp/OrganizationFollowsFASB117Ind0X
IRS990PF/Form990PFBalanceSheetsGrp/OtherAssetsBOYAmt0812742
IRS990PF/Form990PFBalanceSheetsGrp/OtherAssetsEOYAmt02013182
IRS990PF/Form990PFBalanceSheetsGrp/OtherAssetsEOYFMVAmt02013182
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsBOYAmt0682828176
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYAmt0582918892
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYFMVAmt0582918892
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstBOYAmt075993307
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYAmt038232220
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYFMVAmt038232220
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsBOYAmt02455727032
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYAmt02547826871
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYFMVAmt02547826871
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesBOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstBOYAmt02455727032
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstEOYAmt02547826871
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesBOYAmt02455727032
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesEOYAmt02547826871
IRS990PF/MethodOfAccountingAccrualInd0X
IRS990PF/MinimumInvestmentReturnGrp/AcquisitionIndebtednessAmt00
IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt02550029600
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt041288567
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt01674929881
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt038250444
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt0833811152
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt0125588958
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt02511779156
IRS990PF/MinimumInvestmentReturnGrp/ReductionClaimedAmt00
IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt02550029600
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/AverageHrsPerWkDevotedToPosRt028.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/AverageHrsPerWkDevotedToPosRt128.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/AverageHrsPerWkDevotedToPosRt224.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/CompensationAmt0164030
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/CompensationAmt1130491
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/CompensationAmt2102178
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/EmployeeBenefitsAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/EmployeeBenefitsAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/EmployeeBenefitsAmt20
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/ExpenseAccountAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/ExpenseAccountAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/ExpenseAccountAmt20
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/PersonNm0SHARON HASEGAWA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/PersonNm1MICHELLE KONG
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/PersonNm2NANCY FUJIMOTO
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/TitleTxt0EXECUTIVE ASSISTANT
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/TitleTxt1ACCOUNTING
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/TitleTxt2PAYROLL AND BENEFITS
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/USAddress/AddressLine1Txt0201 FILBERT STREET
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/USAddress/AddressLine1Txt1201 FILBERT STREET
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/USAddress/AddressLine1Txt2201 FILBERT STREET
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/USAddress/CityNm0SAN FRANCISCO
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/USAddress/CityNm1FILBERT STREET
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/USAddress/CityNm2FILBERT STREET
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/USAddress/StateAbbreviationCd0CA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/USAddress/StateAbbreviationCd1CA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/USAddress/StateAbbreviationCd2CA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/USAddress/ZIPCd094133
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/USAddress/ZIPCd194133
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/USAddress/ZIPCd294133
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/BusinessName/BusinessNameLine1Txt0US TRUST
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/BusinessName/BusinessNameLine1Txt1HALL CAPITAL PARTNERS LLC
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/BusinessName/BusinessNameLine1Txt2FILBERT MANAGEMENT
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/BusinessName/BusinessNameLine1Txt3UBS FINANCIAL SERVICES INC
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/BusinessName/BusinessNameLine1Txt4FIDELITY BROKERAGE SERVICES LLC
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/CompensationAmt01195933
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/CompensationAmt11131948
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/CompensationAmt2900000
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/CompensationAmt3487498
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/CompensationAmt4262046
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/ServiceTypeTxt0INVESTMENT MANAGEMENT
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/ServiceTypeTxt1INVESTMENT MANAGEMENT
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/ServiceTypeTxt2ASSET MANAGEMENT
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/ServiceTypeTxt3INVESTMENT MANAGEMENT
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/ServiceTypeTxt4INVESTMENT MANAGEMENT
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/USAddress/AddressLine1Txt0PO BOX 653067
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/USAddress/AddressLine1Txt1ONE MARITIME PLAZA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/USAddress/AddressLine1Txt2201 FILBERT STREET SUITE 201
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/USAddress/AddressLine1Txt31000 HARBOR BOULEVARD
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/USAddress/AddressLine1Txt4PO BOX 28019
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/USAddress/CityNm0DALLAS
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/USAddress/CityNm1SAN FRANCISCO
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/USAddress/CityNm2SAN FRANCISCO
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/USAddress/CityNm3WEEHAWKEN
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/USAddress/CityNm4ALBUQUERQUE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/USAddress/StateAbbreviationCd0TX
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/USAddress/StateAbbreviationCd1CA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/USAddress/StateAbbreviationCd2CA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/USAddress/StateAbbreviationCd3NJ
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/USAddress/StateAbbreviationCd4NM
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/USAddress/ZIPCd075265
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/USAddress/ZIPCd194111
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/USAddress/ZIPCd294133
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/USAddress/ZIPCd307086
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/USAddress/ZIPCd487125
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/ContractorPaidOver50kCnt04
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt01.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt11.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt21.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt31.00

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