Civic Intelligence

The Wallace Alexander Gerbode Foundation

990PF • Fiscal year 2022 • EIN 94-6065226

Jan 01, 2022 to Dec 31, 2022 • Filed on Nov 14, 2023

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

30th percentile

0.02x

Higher debt load relative to assets than 30% of similar nonprofits.

2022 filings • $25M-$50M nonprofits • Source year 2022

Liabilities / Revenue

47th percentile

0.18x

Higher debt load relative to revenue than 47% of similar nonprofits.

2022 filings • $25M-$50M nonprofits • Source year 2022

Net Margin

69th percentile

18%

Higher net margin than 69% of similar nonprofits.

2022 filings • $25M-$50M nonprofits • Source year 2022

Top Officer Pay

42nd percentile

$178,250

Higher top officer pay than 42% of similar nonprofits.

Top officer pay equals 6.5% of source-year revenue.

2022 filings • $25M-$50M nonprofits • Source year 2022

Asset Growth

5th percentile

-21%

Faster asset growth than 5% of similar nonprofits.

2022 filings • $25M-$50M nonprofits • Annualized from 2021 to 2022

Revenue Growth

93rd percentile

117%

Faster revenue growth than 93% of similar nonprofits.

2022 filings • $25M-$50M nonprofits • Annualized from 2021 to 2022

Assets

Down

$31,208,026

Down $8,492,505 (-21%) from 2021

Net Assets

Down

$30,704,835

Down $8,274,308 (-21%) from 2021

Liabilities

Down

$503,191

Down $218,197 (-30%) from 2021

Revenue

Up

$2,731,616

Up $1,474,102 (+117%) from 2021

Expenses

Down

$2,237,157

Down $639,304 (-22%) from 2021

Net Income

Up

$494,459

Up $2,113,406 (+131%) from 2021

Historical Trend

Balance Sheet Trend

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

2022

Assets$31,208,026
Liabilities$503,191
Net Assets$30,704,835

Operations Trend

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

2022

Revenue$2,731,616
Expenses$2,237,157
Net Income$494,459
Jump To
Filing Snapshot
Filing Period
Jan 1, 2022 to Dec 31, 2022
Signed
Nov 14, 2023
Return Version
2022v5.0
Compensation and Service Providers

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
2023-11-14
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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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm0Advantest Corp, 1,854 Sh
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm1Alphabet Inc, 1,640 Sh
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm2Amazon, 3,980 Sh
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm3American Tower REIT, 374 Sh
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm4Apple, 2,135 Sh
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm5Blackrock, 388 Sh
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm6Crown Castle Intl, 2,224 Sh
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm7HDFC Bank Ltd, 1,755 Sh
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm8Home Depot, 961 Sh
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm9Lockheed Martin, 690 Sh
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm10Microsoft Corp, 1,220 Sh
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm11Nippon Telegraph & Telephone, 7,762 Sh
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm12Paypal Hldgs, 3,906 Sh
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm13Sony Corp Adr 1974, 2,699 Sh
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm14Taiwan Smcndctr Mfg, 2,303 Sh
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm15Tencent Hldgs Ltd, 2,098 Sh
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm16Visa Inc, 2,223 Sh
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm17Yum China Hldgs, 3,305 Sh
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm18BHP Group Ltd, 3,700 Sh
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm19McDonalds Corp, 1,400 Sh
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm20Thermo Fisher Scientific, 1,360 Sh
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm21Alphabet Inc C, 1,660 Sh
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm22DBS Group Holdings, 2,494 Sh
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm23Mastercard Inc, 769 Sh
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm24Nextera Energy, 7,033 Sh
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm25Nintendo Co, 13,470 Sh
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm26Alexander & Baldwin, 16,098 Sh
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm27Matson Inc, 10,227 Sh
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm2810x Genomics, 3,025 Sh
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm29Komatsu LTD, 6,360 Sh
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm30Veeva Sys, 1,261 Sh
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm31Airbnb Inc, 2,143 Sh
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm32Canon Inc, 6,509 Sh
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm33Kajima Cp ADR, 2,320 Sh
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm34Kyocera CP ADR, 2,390 Sh
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm35Meta Platforms Inc, 1,516 Sh
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm36Snowflake Inc, 2,346 Sh
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm37Sumitomo Mitsui Finl Group, 23,159 Sh
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm38Toyota Motor Cp, 387 Sh
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm39H World Group, 2,297 Sh
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm40PT Telekomunikasi, 1,438 Sh
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm41Shiseido Ltd, 1,975 Sh
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm42Woodside Energy Group, 2,574 Sh
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InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt0Danco Investors Group, LP
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt1Fortress Lending Fund II A
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt2iShares MSCI India ETF, 7,962 Sh
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt3iShares MSCI Japan ETF, 3,923 Sh
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt4SPDR Gold TR, 1,570 Sh
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt5iShares MSCI Ex Asia Japan, 7,736 Sh
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt6Wisdomtree Japan Sm Cap, 2,772 Sh
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt7DBX ETF Xtrack, 5,825 Sh
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt8iShares Europe, 66,157 Sh
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt9iShares Russell 2000, 2,968 Sh
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt10JP Morgan Betabuilders, 18,497 Sh
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt11Kraneshares CSI China, 8,685 Sh
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt12SPDR Portf Long Term, 20,00 Sh
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt13Vanguard SM Cap Value, 5,595 Sh
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt14Eaton Vance Mkt, 336,840.936 Sh
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt15MS Global Fixed, 895,756.972 Sh
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt16MSIF Dev Opportunity, 43,010.753 Sh
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt17MSIF Ultra Short, 122,065.615 Sh
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt18Blackstone REIT
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InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd7FMV
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd8FMV
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd9FMV
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd10FMV
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd11FMV
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd12FMV
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd13FMV
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd14FMV
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd15FMV
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd16FMV
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd17FMV
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd18FMV
IRS990PF/AnalysisIncomeProducingActyGrp/DividendsAndInterestFromSecDtl/ExclusionAmt0999843
IRS990PF/AnalysisIncomeProducingActyGrp/DividendsAndInterestFromSecDtl/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionAmt01568046
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionCd018
IRS990PF/AnalysisIncomeProducingActyGrp/IntOnSavAndTempCashInvstGrp/ExclusionAmt045
IRS990PF/AnalysisIncomeProducingActyGrp/IntOnSavAndTempCashInvstGrp/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/Desc0Adjust P/Y UBIT & Excise Taxes
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/Desc1Cancelled Grants
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/Desc2Other Partnership Income
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/Desc3Returned Grants
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/ExclusionAmt013331
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/RelatedOrExemptFunctionIncmAmt089428
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/RelatedOrExemptFunctionIncmAmt150000
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/RelatedOrExemptFunctionIncmAmt27500
IRS990PF/AnalysisIncomeProducingActyGrp/ProgramServiceRevenueDtl/BusinessCd0900099
IRS990PF/AnalysisIncomeProducingActyGrp/ProgramServiceRevenueDtl/Desc0Investment Income fr Psp
IRS990PF/AnalysisIncomeProducingActyGrp/ProgramServiceRevenueDtl/Desc1Passthrough Income UBI
IRS990PF/AnalysisIncomeProducingActyGrp/ProgramServiceRevenueDtl/Desc2PRI Ordinary Income
IRS990PF/AnalysisIncomeProducingActyGrp/ProgramServiceRevenueDtl/ExclusionAmt087
IRS990PF/AnalysisIncomeProducingActyGrp/ProgramServiceRevenueDtl/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/ProgramServiceRevenueDtl/RelatedOrExemptFunctionIncmAmt01460
IRS990PF/AnalysisIncomeProducingActyGrp/ProgramServiceRevenueDtl/UnrelatedBusinessTaxblIncmAmt01876
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/ExclusionAmt02581352
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/RelatedOrExemptFunctionIncmAmt0148388
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/UnrelatedBusinessTaxblIncmAmt01876
IRS990PF/AnalysisIncomeProducingActyGrp/TotalIncomeProducingActyAmt02731616
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesChrtblPrpsAmt026250
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesRevAndExpnssAmt027040
IRS990PF/AnalysisOfRevenueAndExpenses/CapGainNetIncmNetInvstIncmAmt01568046
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstDsbrsChrtblAmt0150553
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstNetInvstIncmAmt028520
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstRevAndExpnssAmt0178250
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidDsbrsChrtblAmt01620000
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidRevAndExpnssAmt01569121
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsNetInvstIncmAmt0999843
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnssAmt0999843
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessRevenueOverExpensesAmt0494459
IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesPriceAmt045299611
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavNetInvstIncmAmt045
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavRevAndExpnssAmt045
IRS990PF/AnalysisOfRevenueAndExpenses/LegalFeesDsbrsChrtblAmt07228
IRS990PF/AnalysisOfRevenueAndExpenses/LegalFeesRevAndExpnssAmt05303
IRS990PF/AnalysisOfRevenueAndExpenses/NetGainSaleAstRevAndExpnssAmt01568046
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncomeAmt02338155
IRS990PF/AnalysisOfRevenueAndExpenses/OthEmplSlrsWgsDsbrsChrtblAmt079690
IRS990PF/AnalysisOfRevenueAndExpenses/OthEmplSlrsWgsNetInvstIncmAmt015200
IRS990PF/AnalysisOfRevenueAndExpenses/OthEmplSlrsWgsRevAndExpnssAmt095000
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesDsbrsChrtblAmt090586
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesNetInvstIncmAmt01319
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesRevAndExpnssAmt0104727
IRS990PF/AnalysisOfRevenueAndExpenses/OtherIncomeNetInvstIncmAmt09972
IRS990PF/AnalysisOfRevenueAndExpenses/OtherIncomeRevAndExpnssAmt0163682
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesDsbrsChrtblAmt05429
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesNetInvstIncmAmt0185324
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesRevAndExpnssAmt0190870
IRS990PF/AnalysisOfRevenueAndExpenses/PensionEmplBnftDsbrsChrtblAmt037838
IRS990PF/AnalysisOfRevenueAndExpenses/PensionEmplBnftNetInvstIncmAmt09388
IRS990PF/AnalysisOfRevenueAndExpenses/PensionEmplBnftRevAndExpnssAmt058676
IRS990PF/AnalysisOfRevenueAndExpenses/PrintingAndPubDsbrsChrtblAmt0805
IRS990PF/AnalysisOfRevenueAndExpenses/PrintingAndPubRevAndExpnssAmt0805
IRS990PF/AnalysisOfRevenueAndExpenses/ScheduleBNotRequiredInd0X
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblAmt02025744
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncmAmt0239751
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnssAmt02237157
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvstIncmAmt02577906
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevAndExpnssAmt02731616
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblAmt0405744
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncmAmt0239751
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnssAmt0668036
IRS990PF/AnalysisOfRevenueAndExpenses/TravConfMeetingDsbrsChrtblAmt07365
IRS990PF/AnalysisOfRevenueAndExpenses/TravConfMeetingRevAndExpnssAmt07365
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt02000-01-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt043731565
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt01568046
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt01568046
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt045299611
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd0P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc0Sale of Publicly Traded Securities
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt02022-12-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapitalGainNetIncomeAmt01568046
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt0494459
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherDecreasesAmt08768767
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt039473602
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt038979143
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt030704835
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt01625070
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt01617570
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt01625070
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt01650070
IRS990PF/DistributableAmountGrp/RecoveriesQualfiedDistriAmt07500
IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt032500
IRS990PF/DistributableAmountGrp/TotalTaxAmt032500
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/AppliedToESTaxAmt046213
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EstimatedPlusOvpmtIncmTxAmt078713
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/Form2220AttachedInd0X
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt032500
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/OverpaymentAmt046213
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtotalAmt032500
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt032500
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TotalPaymentsAndCreditsAmt078713
IRS990PF/FMVAssetsEOYAmt031208026
IRS990PF/Form990PFBalanceSheetsGrp/AccountsPayableBOYAmt066802
IRS990PF/Form990PFBalanceSheetsGrp/AccountsPayableEOYAmt072484
IRS990PF/Form990PFBalanceSheetsGrp/CashBOYAmt0419108
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYAmt0340578
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYFMVAmt0340578
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsEOYAmt0768496
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsEOYFMVAmt0768496
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockBOYAmt019421061
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYAmt09844166
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYFMVAmt09844166
IRS990PF/Form990PFBalanceSheetsGrp/DonorRstrNetAssetsBOYAmt0380000
IRS990PF/Form990PFBalanceSheetsGrp/DonorRstrNetAssetsEOYAmt0190000
IRS990PF/Form990PFBalanceSheetsGrp/GrantsPayableBOYAmt0473586
IRS990PF/Form990PFBalanceSheetsGrp/GrantsPayableEOYAmt0372707
IRS990PF/Form990PFBalanceSheetsGrp/GrantsReceivableBOYAmt0190000
IRS990PF/Form990PFBalanceSheetsGrp/LandBldgEquipAccumDeprecAmt057465
IRS990PF/Form990PFBalanceSheetsGrp/LandBldgEquipCostOrOtherBssAmt057465
IRS990PF/Form990PFBalanceSheetsGrp/NoDonorRstrNetAssestsBOYAmt038599143
IRS990PF/Form990PFBalanceSheetsGrp/NoDonorRstrNetAssestsEOYAmt030514835
IRS990PF/Form990PFBalanceSheetsGrp/OrganizationFollowsFASB117Ind0X
IRS990PF/Form990PFBalanceSheetsGrp/OtherAssetsBOYAmt0154856
IRS990PF/Form990PFBalanceSheetsGrp/OtherAssetsEOYAmt0152896
IRS990PF/Form990PFBalanceSheetsGrp/OtherAssetsEOYFMVAmt0152896
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsBOYAmt018294685
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYAmt018829827
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYFMVAmt018829827
IRS990PF/Form990PFBalanceSheetsGrp/OtherLiabilitiesBOYAmt0181000
IRS990PF/Form990PFBalanceSheetsGrp/OtherLiabilitiesEOYAmt058000
IRS990PF/Form990PFBalanceSheetsGrp/PrepaidExpensesBOYAmt014208
IRS990PF/Form990PFBalanceSheetsGrp/PrepaidExpensesEOYAmt065730
IRS990PF/Form990PFBalanceSheetsGrp/PrepaidExpensesEOYFMVAmt065730
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstBOYAmt0158627
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYAmt0231228
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYFMVAmt0231228
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsBOYAmt039700531
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYAmt031208026
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYFMVAmt031208026
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesBOYAmt0721388
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesEOYAmt0503191
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstBOYAmt039700531
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstEOYAmt031208026
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesBOYAmt038979143
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesEOYAmt030704835
IRS990PF/Form990PFBalanceSheetsGrp/USGovernmentObligationsBOYAmt01047986
IRS990PF/Form990PFBalanceSheetsGrp/USGovernmentObligationsEOYAmt0975105
IRS990PF/Form990PFBalanceSheetsGrp/USGovtObligationsEOYFMVAmt0975105
IRS990PF/MethodOfAccountingAccrualInd0X
IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt033503960
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt0870091
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt031122641
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt0502559
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt01511228
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt01650070
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt033001401
IRS990PF/MinimumInvestmentReturnGrp/ReductionClaimedAmt00
IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt033503960

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Filings

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