Civic Intelligence

The Wallace Alexander Gerbode Foundation

990PF • Fiscal year 2021 • EIN 94-6065226

Jan 01, 2021 to Dec 31, 2021 • Filed on Nov 14, 2022

Organization Profile

View Organization Page

1791 Solano Avenuie F15Berkeley, CA 94707

(510) 915-8048

Siviq Scores

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

Liabilities / Assets

32nd percentile

0.02x

Higher debt load relative to assets than 32% of similar nonprofits.

2021 filings • $25M-$50M nonprofits • Source year 2021

Liabilities / Revenue

72nd percentile

0.57x

Higher debt load relative to revenue than 72% of similar nonprofits.

2021 filings • $25M-$50M nonprofits • Source year 2021

Net Margin

3rd percentile

-129%

Higher net margin than 3% of similar nonprofits.

2021 filings • $25M-$50M nonprofits • Source year 2021

Top Officer Pay

44th percentile

$178,250

Higher top officer pay than 44% of similar nonprofits.

Top officer pay equals 14.2% of source-year revenue.

2021 filings • $25M-$50M nonprofits • Source year 2021

Asset Growth

22nd percentile

0.5%

Faster asset growth than 22% of similar nonprofits.

2021 filings • $25M-$50M nonprofits • Annualized from 2020 to 2021

Revenue Growth

4th percentile

-56%

Faster revenue growth than 4% of similar nonprofits.

2021 filings • $25M-$50M nonprofits • Annualized from 2020 to 2021

Balance Sheet
Liabilities / Assets32nd percentile

Assets

Up

$39,700,531

Up $197,500 (+0.5%) from 2020

Net Assets

Down

$38,979,143

Down $68,521 (-0.2%) from 2020

Liabilities

Up

$721,388

Up $266,021 (+58%) from 2020

Revenue And Expenses
Liabilities / Revenue72nd percentileNet Margin3rd percentile

Revenue

Down

$1,257,514

Down $1,597,344 (-56%) from 2020

Expenses

Down

$2,876,461

Down $352,372 (-11%) from 2020

Net Income

Down

-$1,618,947

Down $1,244,972 (-333%) from 2020

Historical Trend

Balance Sheet Trend

Asset Growth22nd percentile

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

$80M$60M$40M$20M$0Assets 2011: $55,816,708Liabilities 2011: $1,598,4882011Assets 2012: $59,511,941Liabilities 2012: $1,185,0082012Assets 2013: $66,075,272Liabilities 2013: $1,328,8942013Assets 2014: $65,676,865Liabilities 2014: $825,5432014Assets 2015: $63,057,355Liabilities 2015: $2,605,5952015Assets 2016: $32,688,149Liabilities 2016: $580,120Net Assets 2016: $32,108,0292016Assets 2017: $36,477,251Liabilities 2017: $504,602Net Assets 2017: $35,972,6492017Assets 2018: $32,181,077Liabilities 2018: $238,480Net Assets 2018: $31,942,5972018Assets 2019: $36,098,746Liabilities 2019: $368,806Net Assets 2019: $35,729,9402019Assets 2020: $39,503,031Liabilities 2020: $455,367Net Assets 2020: $39,047,6642020Assets 2021: $39,700,531Liabilities 2021: $721,388Net Assets 2021: $38,979,1432021Assets 2022: $31,208,026Liabilities 2022: $503,191Net Assets 2022: $30,704,8352022Assets 2023: $34,211,484Liabilities 2023: $369,189Net Assets 2023: $33,842,2952023Assets 2024: $37,432,172Liabilities 2024: $481,855Net Assets 2024: $36,950,3172024

Highlighted filing

2021

Assets$39,700,531
Liabilities$721,388
Net Assets$38,979,143
Open 2021 Filing

Operations Trend

Revenue Growth4th percentile

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

$10M$5.0M$0-$5.0M-$10MRevenue 2011: $3,083,195Expenses 2011: $2,600,441Net Income 2011: $482,7542011Revenue 2012: -$1,783,076Expenses 2012: $3,262,936Net Income 2012: -$5,046,0122012Revenue 2013: $3,331,922Expenses 2013: $3,617,449Net Income 2013: -$285,5272013Revenue 2014: $7,332,207Expenses 2014: $3,613,238Net Income 2014: $3,718,9692014Revenue 2015: $9,885,931Expenses 2015: $4,461,115Net Income 2015: $5,424,8162015Revenue 2016: -$1,126,878Expenses 2016: $1,477,978Net Income 2016: -$2,604,8562016Revenue 2017: $1,861,120Expenses 2017: $1,137,603Net Income 2017: $723,5172017Revenue 2018: $492,215Expenses 2018: $2,083,950Net Income 2018: -$1,591,7352018Revenue 2019: $1,892,834Expenses 2019: $2,324,028Net Income 2019: -$431,1942019Revenue 2020: $2,854,858Expenses 2020: $3,228,833Net Income 2020: -$373,9752020Revenue 2021: $1,257,514Expenses 2021: $2,876,461Net Income 2021: -$1,618,9472021Revenue 2022: $2,731,616Expenses 2022: $2,237,157Net Income 2022: $494,4592022Revenue 2023: $1,154,077Expenses 2023: $1,774,153Net Income 2023: -$620,0762023Revenue 2024: $3,915,119Expenses 2024: $2,328,232Net Income 2024: $1,586,8872024

Highlighted filing

2021

Revenue$1,257,514
Expenses$2,876,461
Net Income-$1,618,947
Open 2021 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2021 to Dec 31, 2021
Signed
Nov 14, 2022
Return Version
2021v4.1
Compensation and Service Providers
Top Officer Pay44th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Stacie MaaPres/Ass'T SecFT$155,000$23,250$178,250
Sharon GerbodeChairPT$0--
Frank A GerbodeV. Chair/TresPT$0--
Colin GerbodeV.Chair/SecPT$0--
Ian GerbodeDirectorPT$0--
Filing and Contact Details

Filer

Filer Name
Gerbode Foundation
EIN
94-6065226
Phone
5109158048
Address
1791 Solano Avenuie F15, Berkeley, CA 94707

Signing Officer

Name
Stacie Maa
Title
President
Signed
2022-11-14
Discuss with paid preparer
No

Preparer

Firm
Fontanello Duffield & Otake LLP
Address
44 Montgomery Street Suite 1305, San Francisco, CA 94104
Preparer
Carol Duffield
Phone
4159830200
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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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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm0Advantest Corp, 1,129 Shs
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm1Alphabet Inc, 264 Shs
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm2Amazon, 526 Shs
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm3American Tower REIT, 1,500 Shs
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm4Apple, 11,632 Shs
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm5Baidu, 356 Shs
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm6Blackrock, 561 Shs
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm7Crown Castle Intl, 2,693 Shs
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm8HDFC Bank Ltd, 1,755 Shs
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm9Home Depot, 1,945 Shs
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm10Lockheed Martin, 299 Shs
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm11Microsoft Corp, 4,174 Shs
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm12Nippon Telegraph & Telephone, 2,880 Shs
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm13Paypal Hldgs, 7,319 Shs
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm14Sony Corp Adr 1974, 1,669 Shs
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm15Taiwan Smcndctr Mfg, 829 Shs
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm16Tencent Hldgs Ltd, 2,098 Shs
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm17Visa Inc, 3,777 Shs
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm18Yum China Hldgs, 1,976 Shs
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm19BHP Group Ltd, 1,757 Shs
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm20Huazhu Group Ltd, 2,297 Shs
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm21McDonalds Corp, 1,781 Shs
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm22Thermo Fisher Scientific, 1,807 Shs
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm23Alibaba Group, 405 Shs
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm24Alphabet Inc C, 222 Shs
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm25DBS Group Holdings, 1,038 Shs
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm26JD Com Inc, 362 Shs
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm27Mastercard Inc, 1,093 Shs
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm28Nestle ADR, 240 Shs
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm29Nextera Energy, 7,194 Shs
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm30Nintendo Co, 1,415 Shs
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm31Alexander & Baldwin, 16,098 Sh
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm32Matson Inc, 10,227 Shs
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm3310x Genomics, 2,500 Shs
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm34Komatsu LTD, 2,257 Shs
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm35Veeva Sys, 1,503 Shs
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm36Airbnb Inc, 1,340 Sh
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm37Canon Inc, 2,455 Shs
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm38Kajima Cp ADR, 1,206 Shs
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm39Kyocera CP ADR, 885 Shs
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm40Meta Platforms Inc, 3,341 Shs
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm41Snowflake Inc, 1,045 Shs
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm42Sumitomo Mitsui Finl Group, 8,037 Sh
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm43Toyota Motor Cp, 159 Shs
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InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt0Danco Investors Group, LP
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt1Fortress Lending Fund II A
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt2iShares MSCI India ETF, 3,713 Shs
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt3Vanguard FTSE Europe ETF, 11,070 Shs
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt4MSIF Ultra Short Inc, 416,774.243 Shs
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt5iShares MSCI Japan ETF, 3,374 Shs
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt6Guggenheim Ttl Return Bd, 16,507.473 Shs
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt7MSIF Em Mkts Fx Inc, 490,557.086 Shs
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt8MS Global Fixed Income, 846,459.995 Shs
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt9iShares Tips Bd, 4,136 Shs
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt10SPDR Gold TR, 1,570 Shs
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt11Aberdeen China A, 5,921.554 Shs
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt12EV Adv Floating Rate I, 72,777.194 Shs
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt13iShares MSCI Global Select, 2,698 Shs
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt14Wisdomtree Japan Sm Cap, 376 Shs
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IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/ExclusionAmt01234163
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/RelatedOrExemptFunctionIncmAmt09952
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/UnrelatedBusinessTaxblIncmAmt011433
IRS990PF/AnalysisIncomeProducingActyGrp/TotalIncomeProducingActyAmt01255548
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesRevAndExpnssAmt026250
IRS990PF/AnalysisOfRevenueAndExpenses/CapGainNetIncmNetInvstIncmAmt0467119
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstDsbrsChrtblAmt0149544
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstNetInvstIncmAmt028520
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstRevAndExpnssAmt0178250
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidDsbrsChrtblAmt01958500
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidRevAndExpnssAmt02184444
IRS990PF/AnalysisOfRevenueAndExpenses/ContriRcvdRevAndExpnssAmt01966
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsNetInvstIncmAmt0691754
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnssAmt0691754
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessRevenueOverExpensesAmt0-1618947
IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesPriceAmt08388744
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavNetInvstIncmAmt074
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavRevAndExpnssAmt074
IRS990PF/AnalysisOfRevenueAndExpenses/LegalFeesDsbrsChrtblAmt090
IRS990PF/AnalysisOfRevenueAndExpenses/LegalFeesRevAndExpnssAmt02195
IRS990PF/AnalysisOfRevenueAndExpenses/NetGainSaleAstRevAndExpnssAmt0467119
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncomeAmt0983538
IRS990PF/AnalysisOfRevenueAndExpenses/OthEmplSlrsWgsDsbrsChrtblAmt075746
IRS990PF/AnalysisOfRevenueAndExpenses/OthEmplSlrsWgsNetInvstIncmAmt014400
IRS990PF/AnalysisOfRevenueAndExpenses/OthEmplSlrsWgsRevAndExpnssAmt090000
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesDsbrsChrtblAmt061445
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesNetInvstIncmAmt01205
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesRevAndExpnssAmt068536
IRS990PF/AnalysisOfRevenueAndExpenses/OtherIncomeNetInvstIncmAmt093220
IRS990PF/AnalysisOfRevenueAndExpenses/OtherIncomeRevAndExpnssAmt096601
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesDsbrsChrtblAmt08326
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesNetInvstIncmAmt0214305
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesRevAndExpnssAmt0221977
IRS990PF/AnalysisOfRevenueAndExpenses/PensionEmplBnftDsbrsChrtblAmt061608
IRS990PF/AnalysisOfRevenueAndExpenses/PensionEmplBnftNetInvstIncmAmt010199
IRS990PF/AnalysisOfRevenueAndExpenses/PensionEmplBnftRevAndExpnssAmt063743
IRS990PF/AnalysisOfRevenueAndExpenses/PrintingAndPubDsbrsChrtblAmt0517
IRS990PF/AnalysisOfRevenueAndExpenses/PrintingAndPubRevAndExpnssAmt0517
IRS990PF/AnalysisOfRevenueAndExpenses/ScheduleBNotRequiredInd0X
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesRevAndExpnssAmt037704
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblAmt02318621
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncmAmt0268629
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnssAmt02876461
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvstIncmAmt01252167
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevAndExpnssAmt01257514
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblAmt0360121
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncmAmt0268629
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnssAmt0692017
IRS990PF/AnalysisOfRevenueAndExpenses/TravConfMeetingDsbrsChrtblAmt02845
IRS990PF/AnalysisOfRevenueAndExpenses/TravConfMeetingRevAndExpnssAmt02845
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt02000-01-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt07921625
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt0467119
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt0467119
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt08388744
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd0P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc0Sales of Publicly Traded Securities
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt02021-12-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapitalGainNetIncomeAmt0467119
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt0-1618947
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherIncreasesAmt01550426
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt038979143
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt039047664
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt038979143
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt01962755
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt01962755
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt01962755
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt01976426
IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt013671
IRS990PF/DistributableAmountGrp/TotalTaxAmt013671
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/AppliedToESTaxAmt04713
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EstimatedPlusOvpmtIncmTxAmt014384
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/ExtsnRequestIncomeTaxPaidAmt04000
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/Form2220AttachedInd0X
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt013671
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/OverpaymentAmt04713
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtotalAmt013671
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt013671
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TotalPaymentsAndCreditsAmt018384
IRS990PF/FMVAssetsEOYAmt039700531
IRS990PF/Form990PFBalanceSheetsGrp/AccountsPayableBOYAmt048725
IRS990PF/Form990PFBalanceSheetsGrp/AccountsPayableEOYAmt066802
IRS990PF/Form990PFBalanceSheetsGrp/CashBOYAmt0220794
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYAmt0419108
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYFMVAmt0419108
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsBOYAmt04675266
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockBOYAmt016925983
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYAmt019421061
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYFMVAmt019421061
IRS990PF/Form990PFBalanceSheetsGrp/DonorRstrNetAssetsBOYAmt0568034
IRS990PF/Form990PFBalanceSheetsGrp/DonorRstrNetAssetsEOYAmt0380000
IRS990PF/Form990PFBalanceSheetsGrp/GrantsPayableBOYAmt0247642
IRS990PF/Form990PFBalanceSheetsGrp/GrantsPayableEOYAmt0473586
IRS990PF/Form990PFBalanceSheetsGrp/GrantsReceivableBOYAmt0568034
IRS990PF/Form990PFBalanceSheetsGrp/GrantsReceivableEOYAmt0190000
IRS990PF/Form990PFBalanceSheetsGrp/GrantsReceivableEOYFMVAmt0190000
IRS990PF/Form990PFBalanceSheetsGrp/LandBldgEquipAccumDeprecAmt057465
IRS990PF/Form990PFBalanceSheetsGrp/LandBldgEquipCostOrOtherBssAmt057465
IRS990PF/Form990PFBalanceSheetsGrp/NoDonorRstrNetAssestsBOYAmt038479630
IRS990PF/Form990PFBalanceSheetsGrp/NoDonorRstrNetAssestsEOYAmt038599143
IRS990PF/Form990PFBalanceSheetsGrp/OrganizationFollowsFASB117Ind0X
IRS990PF/Form990PFBalanceSheetsGrp/OtherAssetsBOYAmt0206384
IRS990PF/Form990PFBalanceSheetsGrp/OtherAssetsEOYAmt0154856
IRS990PF/Form990PFBalanceSheetsGrp/OtherAssetsEOYFMVAmt0154856
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsBOYAmt015466716
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYAmt018294685
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYFMVAmt018294685
IRS990PF/Form990PFBalanceSheetsGrp/OtherLiabilitiesBOYAmt0159000
IRS990PF/Form990PFBalanceSheetsGrp/OtherLiabilitiesEOYAmt0181000
IRS990PF/Form990PFBalanceSheetsGrp/PrepaidExpensesBOYAmt025960
IRS990PF/Form990PFBalanceSheetsGrp/PrepaidExpensesEOYAmt014208
IRS990PF/Form990PFBalanceSheetsGrp/PrepaidExpensesEOYFMVAmt014208
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstBOYAmt0400044
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYAmt0158627
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYFMVAmt0158627
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsBOYAmt039503031
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYAmt039700531
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYFMVAmt039700531
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesBOYAmt0455367
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesEOYAmt0721388
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstBOYAmt039503031
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstEOYAmt039700531
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesBOYAmt039047664
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesEOYAmt038979143
IRS990PF/Form990PFBalanceSheetsGrp/USGovernmentObligationsBOYAmt01013850
IRS990PF/Form990PFBalanceSheetsGrp/USGovernmentObligationsEOYAmt01047986
IRS990PF/Form990PFBalanceSheetsGrp/USGovtObligationsEOYFMVAmt01047986
IRS990PF/MethodOfAccountingAccrualInd0X
IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt040130484
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt01351122
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt037162373
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt0601957
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt01616989
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt01976426
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt039528527
IRS990PF/MinimumInvestmentReturnGrp/ReductionClaimedAmt00
IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt040130484
IRS990PF/NameChangeInd0X
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/AverageHrsPerWkDevotedToPosRt040.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/CompensationAmt094069
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/EmployeeBenefitsAmt045964
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/PersonNm0Olivia Malabuyo
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/TitleTxt0Admin Mgr
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/USAddress/AddressLine1Txt01791 Solano Avenue F15
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/USAddress/CityNm0Berkeley
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/USAddress/StateAbbreviationCd0CA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/USAddress/ZIPCd094707
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/BusinessName/BusinessNameLine1Txt0Morgan Stanley
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/CompensationAmt0213726
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/ServiceTypeTxt0Investment Mgmt
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/USAddress/AddressLine1Txt0555 California St 14th Floor
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/USAddress/CityNm0San Francisco
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/USAddress/StateAbbreviationCd0CA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/USAddress/ZIPCd094104
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt05.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt15.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt25.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt340.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt45.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt20
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt3155000
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt40
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt023250
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0Sharon Gerbode
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1Frank A Gerbode
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm2Colin Gerbode
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm3Stacie Maa
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm4Ian Gerbode
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0Chair
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt1V. Chair/Tres
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt2V.Chair/Sec
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt3Pres/Ass't Sec
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt4Director
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt01791 Solano Avenue F15

Document Assets

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Filings

Displayed year

2021 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$39,700,531
Liabilities
$721,388
Net assets
$38,979,143
Revenue
$1,257,514
Expenses
$2,876,461
Net income
-$1,618,947
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$37.4$0.48$37.0$3.92$2.33$1.59
2023Detailed filing. Detailed filing data is available for this year.$34.2$0.37$33.8$1.15$1.77$0.62
2022Detailed filing. Detailed filing data is available for this year.$31.2$0.50$30.7$2.73$2.24$0.49
2021Detailed filing. Detailed filing data is available for this year.$39.7$0.72$39.0$1.26$2.88$1.62
2020Detailed filing. Detailed filing data is available for this year.$39.5$0.46$39.0$2.85$3.23$0.37
2019Detailed filing. Detailed filing data is available for this year.$36.1$0.37$35.7$1.89$2.32$0.43
2018Detailed filing. Detailed filing data is available for this year.$32.2$0.24$31.9$0.49$2.08$1.59
2017Detailed filing. Detailed filing data is available for this year.$36.5$0.50$36.0$1.86$1.14$0.72
2016Detailed filing. Detailed filing data is available for this year.$32.7$0.58$32.1$1.13$1.48$2.60
2015Summary only. Only limited summary data is available for this year.$63.1$2.61$9.89$4.46$5.42
2014Summary only. Only limited summary data is available for this year.$65.7$0.83$7.33$3.61$3.72
2013Summary only. Only limited summary data is available for this year.$66.1$1.33$3.33$3.62$0.29
2012Summary only. Only limited summary data is available for this year.$59.5$1.19$1.78$3.26$5.05
2011Summary only. Only limited summary data is available for this year.$55.8$1.60$3.08$2.60$0.48