Civic Intelligence

Herbst Foundation Inc.

990PF • Fiscal year 2022 • EIN 94-6061680

Aug 01, 2021 to Jul 31, 2022 • Filed on Nov 01, 2022

Organization Profile
2890 North Main St 305Walnut Creek, CA 94597

(415) 252-1220

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

13th percentile

0.00x

Higher debt load relative to assets than 13% of similar nonprofits.

2022 filings • $50M-$100M nonprofits • Source year 2022

Liabilities / Revenue

13th percentile

0.00x

Higher debt load relative to revenue than 13% of similar nonprofits.

2022 filings • $50M-$100M nonprofits • Source year 2022

Net Margin

79th percentile

32%

Higher net margin than 79% of similar nonprofits.

2022 filings • $50M-$100M nonprofits • Source year 2022

Top Officer Pay

16th percentile

$0

Higher top officer pay than 16% of similar nonprofits.

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

2022 filings • $50M-$100M nonprofits • Source year 2022

Asset Growth

65th percentile

3.4%

Faster asset growth than 65% of similar nonprofits.

2022 filings • $50M-$100M nonprofits • Annualized from 2021 to 2022

Revenue Growth

80th percentile

26%

Faster revenue growth than 80% of similar nonprofits.

2022 filings • $50M-$100M nonprofits • Annualized from 2021 to 2022

Balance Sheet
Liabilities / Assets13th percentile

Assets

Up

$62,095,126

Up $2,046,222 (+3.4%) from 2021

Net Assets

Up

$62,093,167

Up $2,045,068 (+3.4%) from 2021

Liabilities

Up

$1,959

Up $1,154 (+143%) from 2021

Revenue And Expenses
Liabilities / Revenue13th percentileNet Margin79th percentile

Revenue

Up

$6,418,341

Up $1,308,887 (+26%) from 2021

Expenses

Up

$4,373,273

Up $286,954 (+7.0%) from 2021

Net Income

Up

$2,045,068

Up $1,021,933 (+100%) from 2021

Historical Trend

Balance Sheet Trend

Asset Growth65th percentile

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$80M$60M$40M$20M$0Assets 2011: $50,010,449Liabilities 2011: $02011Assets 2012: $49,546,520Liabilities 2012: $02012Assets 2013: $49,831,258Liabilities 2013: $02013Assets 2014: $50,959,430Liabilities 2014: $2,8782014Assets 2015: $51,703,889Liabilities 2015: $3,486Net Assets 2015: $51,700,4032015Assets 2016: $52,238,746Liabilities 2016: $777Net Assets 2016: $52,237,9692016Assets 2017: $55,610,518Liabilities 2017: $4,010Net Assets 2017: $55,606,5082017Assets 2018: $59,264,182Liabilities 2018: $4,131Net Assets 2018: $59,260,0512018Assets 2019: $59,873,327Liabilities 2019: $4,128Net Assets 2019: $59,869,1992019Assets 2020: $59,030,043Liabilities 2020: $5,079Net Assets 2020: $59,024,9642020Assets 2021: $60,048,904Liabilities 2021: $805Net Assets 2021: $60,048,0992021Assets 2022: $62,095,126Liabilities 2022: $1,959Net Assets 2022: $62,093,1672022Assets 2023: $59,179,313Liabilities 2023: $1,920Net Assets 2023: $59,177,3932023Assets 2024: $60,222,919Liabilities 2024: $3,259Net Assets 2024: $60,219,6602024

Highlighted filing

2022

Assets$62,095,126
Liabilities$1,959
Net Assets$62,093,167
Open 2022 Filing

Operations Trend

Revenue Growth80th percentile

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$10M$5.0M$0-$5.0MRevenue 2011: $5,245,148Expenses 2011: $3,695,922Net Income 2011: $1,549,2262011Revenue 2012: $2,174,720Expenses 2012: $2,638,649Net Income 2012: -$463,9292012Revenue 2013: $3,974,694Expenses 2013: $3,689,956Net Income 2013: $284,7382013Revenue 2014: $5,702,584Expenses 2014: $4,577,290Net Income 2014: $1,125,2942014Revenue 2015: $5,123,909Expenses 2015: $4,380,058Net Income 2015: $743,8512015Revenue 2016: $4,230,461Expenses 2016: $3,692,895Net Income 2016: $537,5662016Revenue 2017: $7,643,721Expenses 2017: $4,275,182Net Income 2017: $3,368,5392017Revenue 2018: $6,652,906Expenses 2018: $2,999,363Net Income 2018: $3,653,5432018Revenue 2019: $4,798,759Expenses 2019: $4,189,611Net Income 2019: $609,1482019Revenue 2020: $3,377,074Expenses 2020: $4,221,309Net Income 2020: -$844,2352020Revenue 2021: $5,109,454Expenses 2021: $4,086,319Net Income 2021: $1,023,1352021Revenue 2022: $6,418,341Expenses 2022: $4,373,273Net Income 2022: $2,045,0682022Revenue 2023: $2,681,915Expenses 2023: $5,598,689Net Income 2023: -$2,916,7742023Revenue 2024: $5,966,353Expenses 2024: $4,924,086Net Income 2024: $1,042,2672024

Highlighted filing

2022

Revenue$6,418,341
Expenses$4,373,273
Net Income$2,045,068
Open 2022 Filing
Jump To
Filing Snapshot
Filing Period
Aug 1, 2021 to Jul 31, 2022
Signed
Nov 1, 2022
Return Version
2021v4.0
Compensation and Service Providers
Top Officer Pay16th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Melvyn I MarkPresident-$0--
Jerrol L HarrisDirector-$0--
William NobleDirector-$0--
Bruce W HartDirector-$0--
Robert K TaylorTreas. & Direct-$0--
Steven MonossonDirector-$0--
Fredric C Nelson EsqSec. & Director-$0--
Filing and Contact Details

Filer

Filer Name
Herbst Foundation Inc
EIN
94-6061680
Phone
4152521220
Address
2890 North Main St 305, Walnut Creek, CA 94597

Signing Officer

Name
Robert K Taylor
Title
Treas. & Direct
Signed
2022-11-01
Discuss with paid preparer
Yes

Preparer

Firm
RK Taylor & Associates
Address
2890 North Main St Suite 305, Walnut Creek, CA 94597
Preparer
Karen Ebadi
Phone
9259447662
Raw XML AppendixShowing 400 of 613 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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DepreciationSchedule/DepreciationPropertyGrp/PriorYearDepreciationAmt176
DepreciationSchedule/DepreciationPropertyGrp/PropertyDesc0Office furniture
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GeneralExplanationAttachment/GeneralExplanationGrp/FormAndLineReferenceDesc0General Explanation Supplemental Information for Form 990-PF
GeneralExplanationAttachment/GeneralExplanationGrp/MediumExplanationTxt0* Mr. Taylor is the owner of a professional firm which received compensation for accounting services rendered to the Herbst Foundation, Inc.
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IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd1P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd2P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd3P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd4P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd5P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd6P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd7P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd8P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd9P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd10P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd11P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc0See schedule attached- Schwab
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc1See schedule attached- Schwab
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc2See schedule attached- Northern Trust
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc3See schedule attached- Northern Trust
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc4Class Action Settlement
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc5Dodge & Cox- capital gain distribs
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc6Dodge & Cox- capital gain distribs
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc7Wells Fargo Advisors- capital gain distr
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc8See schedule attached- Pershing
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc9See schedule attached- Pershing
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc10See schedule attached- WFA
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc11See schedule attached- WFA
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt02021-12-08
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt12022-07-27
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt22021-12-08
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt32022-07-27
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt42022-07-27
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt52021-12-20
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt62021-12-20
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt72021-12-20
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt82021-12-20
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt92021-12-20
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt102021-12-20
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt112021-12-20
IRS990PF/CapGainsLossTxInvstIncmDetail/CapitalGainNetIncomeAmt04944072
IRS990PF/CapGainsLossTxInvstIncmDetail/NetShortTermCapitalGainLossAmt068750
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt02045068
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt062093167
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt060048099
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt062093167
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt04145689
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt04145689
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt04145689
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt04227435
IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt081746
IRS990PF/DistributableAmountGrp/TotalTaxAmt081746
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/AppliedToESTaxAmt010987
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EstimatedPlusOvpmtIncmTxAmt092733
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/Form2220AttachedInd0X
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt081746
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/OverpaymentAmt010987
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtotalAmt081746
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt081746
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TotalPaymentsAndCreditsAmt092733
IRS990PF/FMVAssetsEOYAmt080553325
IRS990PF/Form990PFBalanceSheetsGrp/AccountsPayableBOYAmt0805
IRS990PF/Form990PFBalanceSheetsGrp/AccountsPayableEOYAmt01959
IRS990PF/Form990PFBalanceSheetsGrp/AdditionalPaidInCapitalBOYAmt048605275
IRS990PF/Form990PFBalanceSheetsGrp/AdditionalPaidInCapitalEOYAmt050650343
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockBOYAmt011442824
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockEOYAmt011442824
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockBOYAmt046901527
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYAmt048504758
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYFMVAmt066962957
IRS990PF/Form990PFBalanceSheetsGrp/LandBldgEquipAccumDeprecAmt012524
IRS990PF/Form990PFBalanceSheetsGrp/LandBldgEquipCostOrOtherBssAmt014978
IRS990PF/Form990PFBalanceSheetsGrp/LandBOYAmt04462
IRS990PF/Form990PFBalanceSheetsGrp/LandEOYAmt02454
IRS990PF/Form990PFBalanceSheetsGrp/LandEOYFMVAmt02454
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IRS990PF/Form990PFBalanceSheetsGrp/OtherAssetsEOYFMVAmt016068
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstBOYAmt013126847
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYAmt013571846
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYFMVAmt013571846
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IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYAmt062095126
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYFMVAmt080553325
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/PersonNm0Shirley Costello
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/TitleTxt0Administrator
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/BusinessName/BusinessNameLine1Txt0ClearBridge Investments LLC
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/BusinessName/BusinessNameLine1Txt1Stewart & Patten Co LLC
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/BusinessName/BusinessNameLine1Txt2Wells Fargo Advisors
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/BusinessName/BusinessNameLine1Txt3Gardner Russo & Gardner LLC
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/BusinessName/BusinessNameLine1Txt4RK Taylor & Associates
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/CompensationAmt082429
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/CompensationAmt166516
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/CompensationAmt261885
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/CompensationAmt3136133
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/CompensationAmt475000
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/ServiceTypeTxt1Investment advisor
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/ServiceTypeTxt2Investment advisor
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/ServiceTypeTxt3Investment advisor
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/ServiceTypeTxt4CPA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/USAddress/AddressLine1Txt013985 Collections Center Drive
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/USAddress/AddressLine1Txt1One Post Street Ste 850
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/USAddress/AddressLine1Txt2555 California St Ste 2300
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/USAddress/AddressLine1Txt3223 East Chestnut Street
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/USAddress/AddressLine1Txt42890 North Main St 305
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/USAddress/CityNm0Chicago
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/USAddress/CityNm1San Francisco
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/USAddress/CityNm2San Francisco
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/USAddress/CityNm3Lancaster
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/USAddress/CityNm4Walnut Creek
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/USAddress/StateAbbreviationCd0IL
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/USAddress/StateAbbreviationCd1CA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/USAddress/StateAbbreviationCd2CA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/USAddress/StateAbbreviationCd3PA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/USAddress/StateAbbreviationCd4CA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/USAddress/ZIPCd0606930139
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/USAddress/ZIPCd294104
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/USAddress/ZIPCd317602
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/USAddress/ZIPCd494597
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt01.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt11.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt21.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt31.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt41.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt51.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt61.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt20
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt30
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt40
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt50
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt60
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0Melvyn I Mark
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1Jerrol L Harris
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm2William Noble
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm3Bruce W Hart
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm4Robert K Taylor
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm5Steven Monosson
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm6Fredric C Nelson Esq
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0President
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt1Director
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt2Director
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt3Director
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt4Treas. & Direct
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt5Director
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt6Sec. & Director
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt0100 Bush St Ste 1710
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt1100 Bush St Ste 1710
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt2100 Bush St Ste 1710
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt3100 Bush St Ste 1710
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt4100 Bush St Ste 1710
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt5100 Bush St Ste 1710
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt6100 Bush St Ste 1710
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm0San Francisco
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm1San Francisco
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm2San Francisco
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm3San Francisco
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm4San Francisco
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm5San Francisco
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm6San Francisoc
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd0CA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd1CA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd2CA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd3CA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd4CA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd5CA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd6CA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd094104
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd194104
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd294104
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd394104
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd494104
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd594104
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd694104
IRS990PF/Organization501c3ExemptPFInd0X
IRS990PF/PFQualifyingDistributionsGrp/ExpensesAndContributionsAmt03794557
IRS990PF/PFQualifyingDistributionsGrp/QualifyingDistributionsAmt03794557
IRS990PF/StatementsRegardingActy4720Grp/ActsFailToQlfyAsExceptionsInd0false
IRS990PF/StatementsRegardingActy4720Grp/BrrwOrLendDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/BusinessHoldingsInd0false
IRS990PF/StatementsRegardingActy4720Grp/FurnGoodsDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/GrantsToIndividualsInd0false
IRS990PF/StatementsRegardingActy4720Grp/GrantsToOrganizationsInd0false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceElectionInd0false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceLegislationInd0false
IRS990PF/StatementsRegardingActy4720Grp/JeopardyInvestmentsInd0false
IRS990PF/StatementsRegardingActy4720Grp/NoncharitablePurposeInd0false
IRS990PF/StatementsRegardingActy4720Grp/PayCompDisqualifiedPrsnInd0true
IRS990PF/StatementsRegardingActy4720Grp/PaymentToGovernmentOfficialInd0false
IRS990PF/StatementsRegardingActy4720Grp/PayPremiumsPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/ProhibitedTaxShelterTransInd0false
IRS990PF/StatementsRegardingActy4720Grp/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/SaleOrExchDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/SubjToTaxRmnrtnExPrchtPymtInd0false
IRS990PF/StatementsRegardingActy4720Grp/TransferAstDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPriorActsInd0false
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPYJeopardyInvstInd0false
IRS990PF/StatementsRegardingActy4720Grp/UndistributedIncomePYInd0false
IRS990PF/StatementsRegardingActyGrp/ActivitiesNotPreviouslyRptInd0false
IRS990PF/StatementsRegardingActyGrp/AtLeast5000InAssetsInd0true
IRS990PF/StatementsRegardingActyGrp/ChangesToArticlesOrBylawsInd0false
IRS990PF/StatementsRegardingActyGrp/ComplyWithPublicInspRqrInd0true
IRS990PF/StatementsRegardingActyGrp/DonorAdvisedFundInd0false
IRS990PF/StatementsRegardingActyGrp/ForeignAccountsQuestionInd0false
IRS990PF/StatementsRegardingActyGrp/Form1120POLFiledInd0false
IRS990PF/StatementsRegardingActyGrp/Form990PFFiledWithAttyGenInd0true
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd0false
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine1Txt02890 N Main St 305
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm0Walnut Creek
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd0CA
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd094597
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd0false
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd0false
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd0false
IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd0CA
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd0false
IRS990PF/StatementsRegardingActyGrp/PersonsWithBooksName/BusinessNameLine1Txt0RK Taylor & Associates
IRS990PF/StatementsRegardingActyGrp/PhoneNum09259447660
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd0false
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd0true
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd0false
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0theherbstfoundation.org
IRS990PF/SupplementaryInformationGrp/GrantOrContriApprvForFutGrp/Amt0750000
IRS990PF/SupplementaryInformationGrp/GrantOrContriApprvForFutGrp/Amt1400000
IRS990PF/SupplementaryInformationGrp/GrantOrContriApprvForFutGrp/Amt2100000
IRS990PF/SupplementaryInformationGrp/GrantOrContriApprvForFutGrp/Amt3250000
IRS990PF/SupplementaryInformationGrp/GrantOrContriApprvForFutGrp/Amt41000000
IRS990PF/SupplementaryInformationGrp/GrantOrContriApprvForFutGrp/Amt5150000
IRS990PF/SupplementaryInformationGrp/GrantOrContriApprvForFutGrp/Amt6500000
IRS990PF/SupplementaryInformationGrp/GrantOrContriApprvForFutGrp/Amt7150000

Document Assets

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Filings

Displayed year

2022 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$62,095,126
Liabilities
$1,959
Net assets
$62,093,167
Revenue
$6,418,341
Expenses
$4,373,273
Net income
$2,045,068
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$60.2$0.00$60.2$5.97$4.92$1.04
2023Detailed filing. Detailed filing data is available for this year.$59.2$0.00$59.2$2.68$5.60$2.92
2022Detailed filing. Detailed filing data is available for this year.$62.1$0.00$62.1$6.42$4.37$2.05
2021Detailed filing. Detailed filing data is available for this year.$60.0$0.00$60.0$5.11$4.09$1.02
2020Detailed filing. Detailed filing data is available for this year.$59.0$0.01$59.0$3.38$4.22$0.84
2019Detailed filing. Detailed filing data is available for this year.$59.9$0.00$59.9$4.80$4.19$0.61
2018Detailed filing. Detailed filing data is available for this year.$59.3$0.00$59.3$6.65$3.00$3.65
2017Detailed filing. Detailed filing data is available for this year.$55.6$0.00$55.6$7.64$4.28$3.37
2016Detailed filing. Detailed filing data is available for this year.$52.2$0.00$52.2$4.23$3.69$0.54
2015Detailed filing. Detailed filing data is available for this year.$51.7$0.00$51.7$5.12$4.38$0.74
2014Summary only. Only limited summary data is available for this year.$51.0$0.00$5.70$4.58$1.13
2013Summary only. Only limited summary data is available for this year.$49.8$0.00$3.97$3.69$0.28
2012Summary only. Only limited summary data is available for this year.$49.5$0.00$2.17$2.64$0.46
2011Summary only. Only limited summary data is available for this year.$50.0$0.00$5.25$3.70$1.55