2024-11-15T11:17:14-08:00 2023-12-31 371420474 Fontanello Duffield & Otake LLP 44 Montgomery Street Suite 1305 San Francisco CA 94104 990PF 2023-01-01 946065226 Gerbode Foundation GERB 5109158048 1791 Solano Avenue F15 Berkeley CA 94707 Aimee Sueko Eng Executive Director 2024-11-15 true true Carol Duffield P01257136 4159830200 2023 2024-10-15 13:58:12Z X 34211484 X X 33 33 967802 967802 -62791 7978 249033 239427 1154077 1207262 283394 40901 242844 104717 16755 78370 48618 7779 65388 2493 2673 27900 54940 170640 164477 6413 14866 6831 696 696 110781 1141 106447 764105 231053 564602 1010048 1112500 1774153 231053 1677102 -620076 976209 340578 154151 154151 231228 163233 163233 7978 7978 7978 65730 61184 61184 975105 9844166 12244265 12244265 768496 2247706 2247706 18829827 19179383 19179383 57465 57465 152896 153584 153584 31208026 34211484 34211484 72484 40934 372707 270255 58000 58000 503191 369189 X 30514835 33842295 190000 30704835 33842295 31208026 34211484 30704835 -620076 3757536 33842295 33842295 Sale of Publicly Traded Securities P 2000-01-01 2023-12-31 7978 70769 -62791 -62791 -62791 13569 13569 13569 46213 46213 X 32644 32644 false false false false false true true false false true CA true false false false false true http://gerbode.org Traynor Group 5102805772 384 Colusa Avenue Ste 2 Kensington CA 94707 false false false true true false false false false false false false false false false false false false false false false false Sharon Gerbode 1791 Solano Avenue F15 Berkeley CA 94707 Chair 5.00 0 Frank A Gerbode 1791 Solano Avenue F15 Berkeley CA 94707 V. Chair/Tres 5.00 0 Colin Gerbode 1791 Solano Avenue F15 Berkeley CA 94707 V.Chair/Sec 5.00 0 Stacie Maa 1791 Solano Avenue F15 Berkeley CA 94707 Pres/Ass't Sec 40.00 185090 27764 Ian Gerbode 1791 Solano Avenue F15 Berkeley CA 94707 Director 5.00 0 Aimee Sueko Eng 1791 Solano Avenue F15 Berkeley CA 94707 Exec Director 40.00 70540 Olivia Malabuyo 1791 Solano Avenue F15 Berkeley CA 94707 Operation Director 40.00 121869 16500 Morgan Stanley 555 California St 14th Floor San Francisco CA 94104 Investment Mgmt 164477 Fontanello Duffield & Otake LLP 44 Montgomery Street Ste 1305 San Francisco CA 94104 Auditing & Tax Prep 54940 30324350 774489 1619040 32717879 0 32717879 490768 32227111 1611356 1611356 13569 13569 1597787 1597787 1597787 1677102 1677102 1597787 256076 300820 1008504 355866 400674 2321940 1677102 0 1597787 79315 2401255 0 256076 2145179 300820 1008504 355866 400674 79315 Aimee Eng 1791 Solano Avenue F15 Berkeley CA 94707 5109158048 The Gerbode Foundation (the Foundation), is interested in programs and projects offering potential for significant impact. The primary geographical focus is on the San Francisco Bay Area (counties of Alameda, Contra Costa, Marin, San Francisco and San Mateo) and Hawaii. The Foundations program areas include advancing truth, justice, the environment, the arts, and special initiatives which include strengthening the philanthropic process and the nonprofit sector.Preferred form of contact: letter of inquiry with short description of the project. Initial contact should not include materials (videotapes, etc.) requiring return. In the event that materials must be returned, an explicit request for their return and a self-addressed, stamped envelope must be provided. The Foundation does not accept unsolicited applications. Applications are accepted on an ongoing basis. Special awards cycles are usually announced in May. Accepted on an ongoing basis. To qualify for support, an organization must be a tax-exempt public charity, as determined by internal revenue code section 501(c)(3). The Foundation generally does not support direct services, deficit budgets, general operating funds, building or equipment funds, general fundraising campaigns, religious purposes, private schools, publications, scholarships, or grants to individuals. Grantmakers Con with Immigrants Ref PO BOX 2178 Petaluma CA 94953 N/A PC General Support 5000 Northern CA Grantmakers 160 Spear Street Suite 360 San Francisco CA 94105 N/A PC General Support 5000 Magic Theatre Inc Landmark Building D Fort Mason San Francisco CA 94123 N/A PC New Theater Production by Christopher Chen 25000 Intersection for the Arts 1446 Market Street San Francisco CA 94102 N/A PC Campo Santo's Commission and Production of a New Theater Work 25000 Commonwealth Club Of California 110 The Embarcadero San Francisco CA 94105 N/A PC Climate One Project 25000 Community Music Center 544 Capp Street San Francisco CA 94110 N/A PC General Support 40000 Fresh Approach 5060 Commercial Cir Ste C Concord CA 94520 N/A PC General Support 100000 Transgender Law Center PO Box 70976 Oakland CA 94612 N/A PC General Support 75000 Trust For Public Land 1003 Bishop St Pauahi Tower Honolulu HI 96813 N/A PC Support for work in Hawaii 50000 Northern CA Grantmakers 160 Spear Street Suite 360 San Francisco CA 94105 N/A PC Arts Loan Fund 5000 Ella Baker Center for Human Rights 1419 34th Ave Suite 202 Oakland CA 94601 N/A PC General Support 75000 Kua'aina Ulu Auamo 47-200 Waihee Road Kaneohe HI 96744 N/A PC General Support 15000 Jess Curtis Gravity Inc 849 Divisadero Street 4 San Francisco CA 94117 N/A PC Support of a New Dance Work by Jose Esteban Abad 25000 Artists in Motion Bay Area 200 Northgate Avenue Daly City CA 94015 N/A PC Support of a New Dance Work by Patrick Cruz 25000 Noorani Dance 56 Lorelei Lane Menlo Park CA 94025 N/A PC New Dance Work by Farah Yasmeen Shaikh 25000 Sonoma Ecology Center 15000 Arnold Drive Eldridge CA 95431 N/A PC Sonoma Valley Collaborative Project 40000 Justice Funders Inc 1423 Broadway 1139 Oakland CA 94612 N/A PC General Support 2500 Center for Empowered Politics Educa 1212 Broadway Ste 700 Oakland CA 94612 N/A PC Support of its Bay Rising Project 50000 Common Cause Education Fund 805 15th Street NW Suite 800 Washington DC 20005 N/A PC Support of its Media & Democracy Program in California 60000 Intersection for the Arts 1446 Market Street San Francisco CA 94102 N/A PC Support of The Living Word project 25000 Bindlestiff Studio PO Box 190205 San Francisco CA 94119 N/A PC New Theater Work by Golda Sargento 25000 Golden Thread Productions 1695 18th Street Suite C101 San Francisco CA 94107 N/A PC New Theater Work by Adam Ashraf Elsayigh. 25000 Brava Theater Center 2781 24th Street San Francisco CA 94110 N/A PC Support of the commission and production of a new theater work by Kat Evasco. (2 of 2 pymts.) 25000 Intersection for the Arts 1446 Market Street San Francisco CA 94102 N/A PC Support of Eye Zen's commission and production of a new theater work by Marvin K. White. (2 of 2) 25000 Greenbelt Alliance PO Box 170159 San Francisco CA 94117 N/A PC General Support 75000 Independent Arts Media PO Box 420442 San Francisco CA 94142 N/A PC Support of El Timpano's work. 40000 Audium Incorporated 1616 Bush St San Francisco CA 94109 N/A PC Support of the commission and production of a new work by Tossi Long. 25000 Flyaway Productions 1068 Bowdoin Street San Francisco CA 94134 N/A PC Support of the commission and production of a new work by Xoa Asa. 25000 Mahea Uchiyama Center for Intl Danc 1800 Dwight Way Berkeley CA 94703 N/A PC Support of the commission and production of a new work by Mahealani Uchiyama. 25000 Manilatown Heritage Foundation 868 Kearny Street San Francisco CA 94108 N/A PC Support of the commission and production of a new work by Caroline Cabading. 25000 New Performance Traditions 55 Taylor St San Francisco CA 94102 N/A PC Support of the commission and production of a new work by Van-Ahn Vo. 25000 Oaklash 1540 Jackson St Oakland CA 94612 N/A PC Support of the commission and production of a new work by OBSIDIENNE OBSURD and Paul Wiancko. 25000 Sozo Impact Inc 5422 Hilltop Cres Oakland CA 94618 N/A PC Support of Alphabet Rockers' commission and production of a new work by Kaitlin McGaw & Tommy Soulati Shepherd. 25000 Womens Audio Mission 542-544 Natoma Street C-1 San Francisco CA 94103 N/A PC Support of its commission and production of a new work by Diana Gameros. 25000 1112500 Womens Audio Mission 542-544 Natoma Street C-1 San Francisco CA 94103 N/A PC Support of its commission and production of a new work by Diana Gameros. 25000 Chinese for Affirmative Action 17 Walter U Lum Place San Francisco CA 94108 N/A PC Support of Lavender Phoenix's work in the Bay Area 30000 Change in Discount of Grants Payabl 1791 Solano Avenue Berkeley CA 94707 N/A NC C/Y Change in Grant Discount -7452 Mahea Uchiyama Center for Intl Danc 1800 Dwight Way Berkeley CA 94703 N/A PC Support of the commission and production of a new work by Mahealani Uchiyama. 25000 Audium Incorporated 1616 Bush St San Francisco CA 94109 N/A PC Support of the commission and production of a new work by Tossi Long. 25000 New Performance Traditions 55 Taylor St San Francisco CA 94102 N/A PC Support of the commission and production of a new work by Van-Ahn Vo. 25000 Oaklash 1540 Jackson St Oakland CA 94612 N/A PC Support of the commission and production of a new work by OBSIDIENNE OBSURD and Paul Wiancko. 25000 Sozo Impact Inc 5422 Hilltop Cres Oakland CA 94618 N/A PC Support of Alphabet Rockers' commission and production of a new work by Kaitlin McGaw & Tommy Soulati Shepherd. 25000 Flyaway Productions 1068 Bowdoin Street San Francisco CA 94134 N/A PC Support of the commission and production of a new work by Xoa Asa. 25000 Manilatown Heritage Foundation 868 Kearny Street San Francisco CA 94108 N/A PC Support of the commission and production of a new work by Caroline Cabading. 25000 222548 14 33 14 967802 18 -62791 Other Investment Inc 14 649 Partnership Income 14 228881 Passthrough Inc - UBI 541700 10986 Psp Income - PRI 8517 10986 1134574 8517 1154077 11d The primary objective of program-related investments is to further the exempt purposes of the Foundation. Investment income is not a substantial purpose of the program-related investments. false false false false false false false false false false Audit and Tax Services 27900 0 0 54940 Southern CA Edison 4.7% 6/1/27 75561 75561 Orix Corp 5.0% 9/13/27 100993 100993 JP Morgan Chase 4.25% 10/1/27 98992 98992 Southern CA Edison 5.85% 11/1/27 104527 104527 Georgia-Pacific 7.25% 6/1/28 108478 108478 Raytheon Technologies 6.7% 8/1/28 107211 107211 Sutter Health 3.695% 8/15/28 96032 96032 Georgia Pacific 7.75% 11/15/29 86760 86760 Toyota Motor Credit Corp 4.45% 6/29/29 405283 405283 Intel Corp 4% 8/5/29 246251 246251 Deere & Co 5.375% 10/16/29 152508 152508 Bank of Nova Scotia 4.85% 2/1/30 403465 403465 UnitedHealth Group Inc 5.3% 2/15/30 261645 261645 Advantest Corp, 7,416 Sh 252336 252336 Alphabet Inc, 1,640 Sh 229091 229091 Amazon, 3,980 Sh 604721 604721 Apple, 2,135 Sh 411052 411052 Blackrock, 388 Sh 314978 314978 HDFC Bank Ltd, 1,755 Sh 117778 117778 Home Depot, 961 Sh 333035 333035 Lockheed Martin, 690 Sh 312736 312736 Microsoft Corp, 1,999 Sh 751704 751704 Nippon Telegraph & Telephone, 7,762 Sh 236469 236469 Paypal Hldgs, 3,906 Sh 239867 239867 Sony Corp Adr 1974, 2,699 Sh 255568 255568 Taiwan Smcndctr Mfg, 2,303 Sh 239512 239512 Tencent Hldgs Ltd, 2,098 Sh 79283 79283 Visa Inc, 2,223 Sh 578758 578758 BHP Group Ltd, 2,220 Sh 151648 151648 McDonalds Corp, 1,400 Sh 415114 415114 Thermo Fisher Scientific, 1,360 Sh 721874 721874 Alphabet Inc C, 1,660 Sh 233944 233944 DBS Group Holdings, 2,494 Sh 252672 252672 Mastercard Inc, 879 Sh 374902 374902 Nextera Energy, 3,500 Sh 212590 212590 Nintendo Co, 13,935 Sh 181016 181016 Alexander & Baldwin, 16,098 Sh 306184 306184 Matson Inc, 10,227 Sh 1120879 1120879 Komatsu LTD, 6,360 Sh 166378 166378 Veeva Sys, 1,168 Sh 224863 224863 Airbnb Inc, 2,143 Sh 291748 291748 Canon Inc, 6,509 Sh 167132 167132 Kajima Cp ADR, 2,320 Sh 38779 38779 Kyocera CP ADR, 1,032 Sh 60413 60413 Meta Platforms Inc, 2,631 Sh 931269 931269 Snowflake Inc, 2,439 Sh 485361 485361 Sumitomo Mitsui Finl Group, 23,159 Sh 224179 224179 Toyota Motor Cp, 387 Sh 70968 70968 H World Group, 2,297 Sh 76812 76812 PT Telekomunikasi, 1,150 Sh 29624 29624 Shiseido Ltd, 2,209 Sh 66623 66623 Chugai Pharmaceutic UNSP ADR, 1,560 Sh 29556 29556 Eli Lilly & Co, 360 Sh 209851 209851 Fanuc Corporation UNSP ADR, 4,119 Sh 60582 60582 Nvidia Corporation, 125 Sh 61903 61903 Tesla Inc, 485 Sh 120513 120513 Danco Investors Group, LP AT COST 68975 68975 Fortress Lending Fund II A FMV 1461864 1461864 iShares MSCI India ETF, 7,962 Sh FMV 388625 388625 iShares MSCI Japan ETF, 3,923 Sh FMV 282534 282534 SPDR Gold TR, 4,470 Sh FMV 854530 854530 iShares MSCI Ex Asia Japan, 1,594 Sh FMV 106113 106113 Wisdomtree Japan Sm Cap, 2,772 Sh FMV 207623 207623 iShares Europe, 66,157 Sh FMV 3497059 3497059 iShares Russell 2000, 2,968 Sh FMV 595707 595707 JP Morgan Betabuilders, 18,497 Sh FMV 971462 971462 Kraneshares CSI China, 8,685 Sh FMV 234495 234495 SPDR Portf Long Term, 20,00 Sh FMV 580400 580400 Vanguard SM Cap Value, 5,595 Sh FMV 1006932 1006932 Eaton Vance Mkt, 368,738.996 Sh FMV 2776605 2776605 MS Global Fixed, 864,689.011 Sh FMV 4470442 4470442 MSIF Dev Opportunity, 48,934.924 Sh FMV 423287 423287 Blackstone REIT FMV 994561 994561 iShares India 50 ETF, 5,242 Sh FMV 258169 258169 Furniture and Fixtures 57465 57465 Legal Fees 2493 0 0 2673 Accrued Income 25009 28303 28303 Net Intangible Assets 18104 10433 10433 Program-Related Investment 109783 114848 114848 Bank Service Charges 124 124 Bookkeeping 39215 35483 Communications/Website Updates 1893 1893 Digital Program Liscenses 9629 9629 Executive Search & Transition 16000 16000 File Storage 910 974 Filings Fees and Licenses 200 200 Insurance 6758 1081 5677 Memberships 199 199 Moving and Storage 523 523 Office Equipment & Furniture 2789 2789 Payroll Processing 1317 1317 Postage 1088 1266 Program Consultants 16000 16000 Publications & Reference 976 1071 Software 34 Space Rental 327 327 Supplies 372 60 412 Telephone 4396 4539 Web Hosting 392 317 Website Depr. & Website Editing 7673 7673 Other Investment Inc 649 649 Partnership Income 228881 229665 Passthrough Inc - UBI 10986 Psp Income - PRI 8517 9113 Deferred Excise Tax Liability 58000 58000 Investment Management Fees 164477 164477 0 0 IT Support 1800 0 0 2050 Pension/401k Plan Fees 4363 0 0 4363