Civic Intelligence

The Wallace Alexander Gerbode Foundation

990PF • Fiscal year 2023 • EIN 94-6065226

Jan 01, 2023 to Dec 31, 2023 • Filed on Nov 15, 2024

Organization Profile

View Organization Page

1791 Solano Avenue F15Berkeley, CA 94707

(510) 915-8048

Siviq Scores

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

Liabilities / Assets

27th percentile

0.01x

Higher debt load relative to assets than 27% of similar nonprofits.

2023 filings • $25M-$50M nonprofits • Source year 2023

Liabilities / Revenue

57th percentile

0.32x

Higher debt load relative to revenue than 57% of similar nonprofits.

2023 filings • $25M-$50M nonprofits • Source year 2023

Net Margin

10th percentile

-54%

Higher net margin than 10% of similar nonprofits.

2023 filings • $25M-$50M nonprofits • Source year 2023

Top Officer Pay

49th percentile

$212,854

Higher top officer pay than 49% of similar nonprofits.

Top officer pay equals 18.4% of source-year revenue.

2023 filings • $25M-$50M nonprofits • Source year 2023

Asset Growth

64th percentile

9.6%

Faster asset growth than 64% of similar nonprofits.

2023 filings • $25M-$50M nonprofits • Annualized from 2022 to 2023

Revenue Growth

6th percentile

-58%

Faster revenue growth than 6% of similar nonprofits.

2023 filings • $25M-$50M nonprofits • Annualized from 2022 to 2023

Balance Sheet
Liabilities / Assets27th percentile

Assets

Up

$34,211,484

Up $3,003,458 (+9.6%) from 2022

Net Assets

Up

$33,842,295

Up $3,137,460 (+10%) from 2022

Liabilities

Down

$369,189

Down $134,002 (-27%) from 2022

Revenue And Expenses
Liabilities / Revenue57th percentileNet Margin10th percentile

Revenue

Down

$1,154,077

Down $1,577,539 (-58%) from 2022

Expenses

Down

$1,774,153

Down $463,004 (-21%) from 2022

Net Income

Down

-$620,076

Down $1,114,535 (-225%) from 2022

Historical Trend

Balance Sheet Trend

Asset Growth64th 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

2023

Assets$34,211,484
Liabilities$369,189
Net Assets$33,842,295
Open 2023 Filing

Operations Trend

Revenue Growth6th 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

2023

Revenue$1,154,077
Expenses$1,774,153
Net Income-$620,076
Open 2023 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2023 to Dec 31, 2023
Signed
Nov 15, 2024
Return Version
2023v5.1
Compensation and Service Providers
Top Officer Pay49th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Stacie MaaPres/Ass'T SecFT$185,090$27,764$212,854
Aimee Sueko EngExec DirectorFT$70,540-$70,540
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 Avenue F15, Berkeley, CA 94707

Signing Officer

Name
Aimee Sueko Eng
Title
Executive Director
Signed
2024-11-15
Discuss with paid preparer
Yes

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/EOYFMVAmt42120513
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm0Advantest Corp, 7,416 Sh
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm1Alphabet Inc, 1,640 Sh
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm2Amazon, 3,980 Sh
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm3Apple, 2,135 Sh
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm4Blackrock, 388 Sh
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm5HDFC Bank Ltd, 1,755 Sh
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm6Home Depot, 961 Sh
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm7Lockheed Martin, 690 Sh
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm8Microsoft Corp, 1,999 Sh
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm9Nippon Telegraph & Telephone, 7,762 Sh
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm10Paypal Hldgs, 3,906 Sh
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm11Sony Corp Adr 1974, 2,699 Sh
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm12Taiwan Smcndctr Mfg, 2,303 Sh
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm13Tencent Hldgs Ltd, 2,098 Sh
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm14Visa Inc, 2,223 Sh
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm15BHP Group Ltd, 2,220 Sh
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm16McDonalds Corp, 1,400 Sh
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm17Thermo Fisher Scientific, 1,360 Sh
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm18Alphabet Inc C, 1,660 Sh
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm19DBS Group Holdings, 2,494 Sh
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm20Mastercard Inc, 879 Sh
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm21Nextera Energy, 3,500 Sh
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm22Nintendo Co, 13,935 Sh
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm23Alexander & Baldwin, 16,098 Sh
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm24Matson Inc, 10,227 Sh
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm25Komatsu LTD, 6,360 Sh
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm26Veeva Sys, 1,168 Sh
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm27Airbnb Inc, 2,143 Sh
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm28Canon Inc, 6,509 Sh
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm29Kajima Cp ADR, 2,320 Sh
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm30Kyocera CP ADR, 1,032 Sh
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm31Meta Platforms Inc, 2,631 Sh
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm32Snowflake Inc, 2,439 Sh
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm33Sumitomo Mitsui Finl Group, 23,159 Sh
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm34Toyota Motor Cp, 387 Sh
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm35H World Group, 2,297 Sh
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm36PT Telekomunikasi, 1,150 Sh
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm37Shiseido Ltd, 2,209 Sh
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm38Chugai Pharmaceutic UNSP ADR, 1,560 Sh
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm39Eli Lilly & Co, 360 Sh
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm40Fanuc Corporation UNSP ADR, 4,119 Sh
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm41Nvidia Corporation, 125 Sh
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm42Tesla Inc, 485 Sh
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InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt3iShares MSCI Japan ETF, 3,923 Sh
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt4SPDR Gold TR, 4,470 Sh
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt5iShares MSCI Ex Asia Japan, 1,594 Sh
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt6Wisdomtree Japan Sm Cap, 2,772 Sh
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt7iShares Europe, 66,157 Sh
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt8iShares Russell 2000, 2,968 Sh
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt9JP Morgan Betabuilders, 18,497 Sh
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt10Kraneshares CSI China, 8,685 Sh
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt11SPDR Portf Long Term, 20,00 Sh
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt12Vanguard SM Cap Value, 5,595 Sh
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt13Eaton Vance Mkt, 368,738.996 Sh
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt14MS Global Fixed, 864,689.011 Sh
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt15MSIF Dev Opportunity, 48,934.924 Sh
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt16Blackstone REIT
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt17iShares India 50 ETF, 5,242 Sh
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InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt121006932
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt132776605
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt144470442
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt15423287
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt16994561
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt17258169
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd0AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd1FMV
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd2FMV
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd3FMV
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd4FMV
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd5FMV
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd6FMV
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
IRS990PF/AnalysisIncomeProducingActyGrp/DividendsAndInterestFromSecDtl/ExclusionAmt0967802
IRS990PF/AnalysisIncomeProducingActyGrp/DividendsAndInterestFromSecDtl/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionAmt0-62791
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionCd018
IRS990PF/AnalysisIncomeProducingActyGrp/IntOnSavAndTempCashInvstGrp/ExclusionAmt033
IRS990PF/AnalysisIncomeProducingActyGrp/IntOnSavAndTempCashInvstGrp/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/BusinessCd0541700
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/Desc0Other Investment Inc
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/Desc1Partnership Income
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/Desc2Passthrough Inc - UBI
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/Desc3Psp Income - PRI
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/ExclusionAmt0649
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/ExclusionAmt1228881
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/ExclusionCd114
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/RelatedOrExemptFunctionIncmAmt08517
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/UnrelatedBusinessTaxblIncmAmt010986
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/ExclusionAmt01134574
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/RelatedOrExemptFunctionIncmAmt08517
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/UnrelatedBusinessTaxblIncmAmt010986
IRS990PF/AnalysisIncomeProducingActyGrp/TotalIncomeProducingActyAmt01154077
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesChrtblPrpsAmt054940
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesRevAndExpnssAmt027900
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstDsbrsChrtblAmt0242844
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstNetInvstIncmAmt040901
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstRevAndExpnssAmt0283394
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidDsbrsChrtblAmt01112500
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidRevAndExpnssAmt01010048
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsNetInvstIncmAmt0967802
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnssAmt0967802
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessRevenueOverExpensesAmt0-620076
IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesPriceAmt07978
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavNetInvstIncmAmt033
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavRevAndExpnssAmt033
IRS990PF/AnalysisOfRevenueAndExpenses/LegalFeesDsbrsChrtblAmt02673
IRS990PF/AnalysisOfRevenueAndExpenses/LegalFeesRevAndExpnssAmt02493
IRS990PF/AnalysisOfRevenueAndExpenses/NetGainSaleAstRevAndExpnssAmt0-62791
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncomeAmt0976209
IRS990PF/AnalysisOfRevenueAndExpenses/OthEmplSlrsWgsDsbrsChrtblAmt078370
IRS990PF/AnalysisOfRevenueAndExpenses/OthEmplSlrsWgsNetInvstIncmAmt016755
IRS990PF/AnalysisOfRevenueAndExpenses/OthEmplSlrsWgsRevAndExpnssAmt0104717
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesDsbrsChrtblAmt0106447
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesNetInvstIncmAmt01141
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesRevAndExpnssAmt0110781
IRS990PF/AnalysisOfRevenueAndExpenses/OtherIncomeNetInvstIncmAmt0239427
IRS990PF/AnalysisOfRevenueAndExpenses/OtherIncomeRevAndExpnssAmt0249033
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesDsbrsChrtblAmt06413
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesNetInvstIncmAmt0164477
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesRevAndExpnssAmt0170640
IRS990PF/AnalysisOfRevenueAndExpenses/PensionEmplBnftDsbrsChrtblAmt065388
IRS990PF/AnalysisOfRevenueAndExpenses/PensionEmplBnftNetInvstIncmAmt07779
IRS990PF/AnalysisOfRevenueAndExpenses/PensionEmplBnftRevAndExpnssAmt048618
IRS990PF/AnalysisOfRevenueAndExpenses/PrintingAndPubDsbrsChrtblAmt0696
IRS990PF/AnalysisOfRevenueAndExpenses/PrintingAndPubRevAndExpnssAmt0696
IRS990PF/AnalysisOfRevenueAndExpenses/ScheduleBNotRequiredInd0X
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblAmt01677102
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncmAmt0231053
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnssAmt01774153
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvstIncmAmt01207262
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevAndExpnssAmt01154077
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblAmt0564602
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncmAmt0231053
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnssAmt0764105
IRS990PF/AnalysisOfRevenueAndExpenses/TravConfMeetingDsbrsChrtblAmt06831
IRS990PF/AnalysisOfRevenueAndExpenses/TravConfMeetingRevAndExpnssAmt014866
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt02000-01-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt070769
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt0-62791
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt0-62791
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt07978
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd0P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc0Sale of Publicly Traded Securities
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt02023-12-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapitalGainNetIncomeAmt0-62791
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt0-620076
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherIncreasesAmt03757536
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt033842295
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt030704835
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt033842295
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt01597787
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt01597787
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt01597787
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt01611356
IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt013569
IRS990PF/DistributableAmountGrp/TotalTaxAmt013569
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/AppliedToESTaxAmt032644
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EstimatedPlusOvpmtIncmTxAmt046213
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/Form2220AttachedInd0X
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt013569
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/OverpaymentAmt032644
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtotalAmt013569
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt013569
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TotalPaymentsAndCreditsAmt046213
IRS990PF/FMVAssetsEOYAmt034211484
IRS990PF/Form990PFBalanceSheetsGrp/AccountsPayableBOYAmt072484
IRS990PF/Form990PFBalanceSheetsGrp/AccountsPayableEOYAmt040934
IRS990PF/Form990PFBalanceSheetsGrp/AcctRcvblAmt07978
IRS990PF/Form990PFBalanceSheetsGrp/AcctRcvblEOYAmt07978
IRS990PF/Form990PFBalanceSheetsGrp/AcctRcvblEOYFMVAmt07978
IRS990PF/Form990PFBalanceSheetsGrp/CashBOYAmt0340578
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYAmt0154151
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYFMVAmt0154151
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsBOYAmt0768496
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsEOYAmt02247706
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsEOYFMVAmt02247706
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockBOYAmt09844166
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYAmt012244265
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYFMVAmt012244265
IRS990PF/Form990PFBalanceSheetsGrp/DonorRstrNetAssetsBOYAmt0190000
IRS990PF/Form990PFBalanceSheetsGrp/GrantsPayableBOYAmt0372707
IRS990PF/Form990PFBalanceSheetsGrp/GrantsPayableEOYAmt0270255
IRS990PF/Form990PFBalanceSheetsGrp/LandBldgEquipAccumDeprecAmt057465
IRS990PF/Form990PFBalanceSheetsGrp/LandBldgEquipCostOrOtherBssAmt057465
IRS990PF/Form990PFBalanceSheetsGrp/NoDonorRstrNetAssestsBOYAmt030514835
IRS990PF/Form990PFBalanceSheetsGrp/NoDonorRstrNetAssestsEOYAmt033842295
IRS990PF/Form990PFBalanceSheetsGrp/OrganizationFollowsFASB117Ind0X
IRS990PF/Form990PFBalanceSheetsGrp/OtherAssetsBOYAmt0152896
IRS990PF/Form990PFBalanceSheetsGrp/OtherAssetsEOYAmt0153584
IRS990PF/Form990PFBalanceSheetsGrp/OtherAssetsEOYFMVAmt0153584
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsBOYAmt018829827
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYAmt019179383
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYFMVAmt019179383
IRS990PF/Form990PFBalanceSheetsGrp/OtherLiabilitiesBOYAmt058000
IRS990PF/Form990PFBalanceSheetsGrp/OtherLiabilitiesEOYAmt058000
IRS990PF/Form990PFBalanceSheetsGrp/PrepaidExpensesBOYAmt065730
IRS990PF/Form990PFBalanceSheetsGrp/PrepaidExpensesEOYAmt061184
IRS990PF/Form990PFBalanceSheetsGrp/PrepaidExpensesEOYFMVAmt061184
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstBOYAmt0231228
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYAmt0163233
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYFMVAmt0163233
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsBOYAmt031208026
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYAmt034211484
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYFMVAmt034211484
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesBOYAmt0503191
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesEOYAmt0369189
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstBOYAmt031208026
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstEOYAmt034211484
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesBOYAmt030704835
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesEOYAmt033842295
IRS990PF/Form990PFBalanceSheetsGrp/USGovernmentObligationsBOYAmt0975105
IRS990PF/MethodOfAccountingAccrualInd0X
IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt032717879
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt0774489
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt030324350
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt0490768
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt01619040
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt01611356
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt032227111
IRS990PF/MinimumInvestmentReturnGrp/ReductionClaimedAmt00
IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt032717879
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/AverageHrsPerWkDevotedToPosRt040.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/CompensationAmt0121869
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/EmployeeBenefitsAmt016500
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/PersonNm0Olivia Malabuyo
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/TitleTxt0Operation Director

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Filings

Displayed year

2023 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$34,211,484
Liabilities
$369,189
Net assets
$33,842,295
Revenue
$1,154,077
Expenses
$1,774,153
Net income
-$620,076
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