2023-11-14T18:48:05-08:00 2022-12-31 371420474 Fontanello Duffield & Otake LLP 44 Montgomery Street Suite 1305 San Francisco CA 94104 990PF 2022-01-01 946065226 Gerbode Foundation GERB 5109158048 1791 Solano Avenuie F15 Berkeley CA 94707 Stacie Maa President 2023-11-14 false Stacie Maa 999009999 true Carol Duffield P01257136 4159830200 2 AAL1 IAL1 FAL1 2022 2023-04-26 12:10:37Z X 31208026 X X 45 45 999843 999843 1568046 45299611 1568046 163682 9972 2731616 2577906 178250 28520 150553 95000 15200 79690 58676 9388 37838 5303 7228 27040 26250 190870 185324 5429 7365 7365 805 805 104727 1319 90586 668036 239751 405744 1569121 1620000 2237157 239751 2025744 494459 2338155 419108 340578 340578 158627 231228 231228 190000 14208 65730 65730 1047986 975105 975105 19421061 9844166 9844166 768496 768496 18294685 18829827 18829827 57465 57465 154856 152896 152896 39700531 31208026 31208026 66802 72484 473586 372707 181000 58000 721388 503191 X 38599143 30514835 380000 190000 38979143 30704835 39700531 31208026 38979143 494459 39473602 8768767 30704835 Sale of Publicly Traded Securities P 2000-01-01 2022-12-31 45299611 43731565 1568046 1568046 1568046 32500 32500 32500 78713 78713 X 46213 46213 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 155000 23250 Ian Gerbode 1791 Solano Avenue F15 Berkeley CA 94707 Director 5.00 0 Olivia Malabuyo 1791 Solano Avenue F15 Berkeley CA 94707 Operation Director 40.00 109599 14250 Morgan Stanley 555 California St 14th Floor San Francisco CA 94104 Investment Mgmt 185324 31122641 870091 1511228 33503960 0 33503960 502559 33001401 1650070 1650070 32500 32500 1617570 7500 1625070 1625070 2025744 2025744 1625070 256076 300820 1008504 355866 1921266 2025744 0 1625070 400674 2321940 0 2321940 256076 300820 1008504 355866 400674 Stacie Ma'a 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. Asian Pacific Fund 465 California Street Suite 809 San Francisco CA 94104 N/A PC General Support 10000 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 Root Rebound 1730 Franklin St Suite 300 Oakland CA 94612 N/A PC General Support 100000 Movimiento de Arte y Cultura Latina 510 S First Street San Jose CA 95113 N/A PC New Theater Production by Lisa Marie Rollins 25000 Asian Americans Advancing Justice 1620 L St NW Suite 1050 Washington DC 20036 N/A PC General Support 100000 Coleman Children and Youth Services 459 Vienna St San Francisco CA 94112 N/A PC General Support 40000 Crowded Fire Theater Company 1695 18th St C101 San Francisco CA 94107 N/A PC New Theater Work by Anna Moench 25000 Fresh Approach 5060 Commercial Cir Ste C Concord CA 94520 N/A PC General Support 100000 Grantmakers in the Arts 522 Courtlandt Avenue 1st Floor New York NY 10451 N/A PC General Support 5000 Hawaii Appleseed Center for Law 733 Bishop St Suite 1180 Honolulu HI 96813 N/A PC General Support 40000 People For Open Space IncGreenbelt PO Box 170159 San Francisco CA 94117 N/A PC General Support 50000 The Working Group PO Box 70232 Oakland CA 94612 N/A PC General Support 40000 Tides Center 1012 Torney Avenue San Francisco CA 94129 N/A PC Support of its Building Blocks for Kids Program 40000 Urban Habitat Program 2000 Franklin St Oakland CA 94612 N/A PC General Support 40000 Alliance for Girls 1203 Preservation Park Way 200 Oakland CA 94612 N/A PC General Support 40000 Center for Applied Research Solutio 708 College Ave Santa Rosa CA 95404 N/A PC California Mentoring Partnership's Racial Justice in Mentoring Initiative 40000 Ella Baker Center for Human Rights 1419 34th Ave Suite 202 Oakland CA 94601 N/A PC General Support 75000 FoodCorps Inc 1140 SE 7th Ave Suite 110 Portland OR 97214 N/A PC Support of its work in San Francisco 40000 Hawaii Alliance of Progressive Acti PO Box 1534 Kapaa HI 96746 N/A PC General Support 25000 The Lab SF 2948 16th Street San Francisco CA 94103 N/A PC New Dance Work by Indira Allegra 25000 Mahea Uchiyama Center for Intl Danc 1800 Dwight Way Berkeley CA 94703 N/A PC New Dance Work by Meridith Kawekiu Aki 25000 Zaccho SF 1777 Yosemite Ave 330 San Francisco CA 94124 N/A PC New Dance Work by Veronica Blair 25000 Social Justice Collaborative 1832 Second Street Berkeley CA 94710 N/A PC General Support 25000 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 35000 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 25000 Intersection for the Arts 1446 Market Street San Francisco CA 94102 N/A PC Support of Campo Santo's commission and production of a new theater work by Marc Anthony Thompson 25000 Oakland Theater Project 1501 Martin Luther King Jr Way Oakland CA 94612 N/A PC New Theater Work by Lisa Ramirez 25000 Intersection for the Arts 1446 Market Street San Francisco CA 94102 N/A PC Support of Eugenie Chan Theater Project's commission and production of a new theater work 25000 Magic Theatre Inc Landmark Building D Fort Mason Cen San Francisco CA 94123 N/A PC Support of the commission and production of a new theater work by A.M. Smiley 25000 Golden Thread Productions 1695 18th Street Suite C101 San Francisco CA 94107 N/A PC Support of the commission and production of a new theater work by Adam Ashraf Elsayigh. (2 of 2) 25000 Brava Theater Center 2781 24th Street San Francisco CA 94110 N/A PC Support of a new theater work by Kat Evasco 25000 Bindlestiff Studio PO Box 190205 San Francisco CA 94119 N/A PC Support of the commission and production of a new theater work by Golda Sargento. (2 of 2 pymts.) 25000 National Center for Family Philanth 1667 K Street NW Suite 350 Washington DC 20006 N/A PC General Support 10000 Intersection for the Arts 1446 Market Street San Francisco CA 94102 N/A PC Support of Eugenie Chan Theater Project's commission and production of a new theater work 25000 Center for Media Justice 1300 Clay St Ste 600 Oakland CA 94612 N/A PC General Support 40000 The Center for Cultural Innovation 244 S San Pedro Street Suite 401 Los Angeles CA 90012 N/A PC Support of the East Bay Individuals in the Arts Relief Fund for Individuals in the Arts 40000 Baykeeper 1736 Franklin Street Suite 800 Oakland CA 94612 N/A PC General Support 40000 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 25000 The Watershed Project 1327 S 46th St building 155 Richmond CA 94804 N/A PC General Support 25000 Dancers' Group 44 Gough St Suite 201 San Francisco CA 94103 N/A PC Support of Mud Water Theatre's commission and production of a new work by My-Linh Le 32500 Maplight 2223 Shattuck Avenue Berkeley CA 94704 N/A PC General Support 50000 Asian American Futures 15333 Culver Dr Suite 340-2181 Irvine CA 92604 N/A PC Support of Activate California's Native Hawaiian Pacific Islander Narrative and Power Project 100000 1620000 Discount Grants Payable 1791 Solano Avenue Berkeley CA 94707 N/A NC Change in Grant Discount -879 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 Dance Brigade 3316 24th Street San Francisco CA 94110 N/A New Dance Work by Aida Whitaker 25000 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 Magic Theatre Inc Landmark Building D Fort Mason Cen San Fracisco CA 94123 N/A PC Support of the commission and production of a new theater work by A.M. Smiley. (2 of 2 pymts.) 25000 Oakland Theater Project 1501 Martin Luther King Jr Way Oakland CA 94612 N/A PC New Theater Work by Lisa Ramirez. (2 of 2 pymts.) 25000 Intersection for the Arts 1446 Market Street San Francisco CA 94123 N/A PC Support of Campo Santo's commission and production of a new theater work by Marc Anthony Thompson 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 Transgender Law Center PO Box 741803 Los Angeles CA 90074 N/A PC General Support 75000 374121 Investment Income fr Psp 14 87 Passthrough Income UBI 900099 1876 PRI Ordinary Income 1460 14 45 14 999843 18 1568046 Adjust P/Y UBIT & Excise Taxes 89428 Cancelled Grants 50000 Other Partnership Income 14 13331 Returned Grants 7500 1876 2581352 148388 2731616 1c 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. 11a Adjustment for prior year excise and unrelated business taxes. false false false false false false false false false false Audit and Tax Services 27040 0 0 26250 Website 2019-01-01 42400 16624 7673 24297 Southern CA Edison 4.7% 6/1/27 73863 73863 Orix Corp 5.0% 9/13/27 100083 100083 JP Morgan Chase 4.25% 10/1/27 96516 96516 Southern CA Edison 5.85% 11/1/27 103361 103361 Georgia-Pacific 7.25% 6/1/28 108851 108851 Raytheon Technologies 6.7% 8/1/28 108393 108393 Sutter Health 3.695% 8/15/28 92060 92060 Georgia Pacific 7.75% 11/15/29 85369 85369 Advantest Corp, 1,854 Sh 119155 119155 Alphabet Inc, 1,640 Sh 144697 144697 Amazon, 3,980 Sh 334320 334320 American Tower REIT, 374 Sh 79236 79236 Apple, 2,135 Sh 277401 277401 Blackrock, 388 Sh 274948 274948 Crown Castle Intl, 2,224 Sh 301663 301663 HDFC Bank Ltd, 1,755 Sh 120060 120060 Home Depot, 961 Sh 303541 303541 Lockheed Martin, 690 Sh 335678 335678 Microsoft Corp, 1,220 Sh 292580 292580 Nippon Telegraph & Telephone, 7,762 Sh 219277 219277 Paypal Hldgs, 3,906 Sh 278185 278185 Sony Corp Adr 1974, 2,699 Sh 205880 205880 Taiwan Smcndctr Mfg, 2,303 Sh 171550 171550 Tencent Hldgs Ltd, 2,098 Sh 88871 88871 Visa Inc, 2,223 Sh 461850 461850 Yum China Hldgs, 3,305 Sh 180618 180618 BHP Group Ltd, 3,700 Sh 229585 229585 McDonalds Corp, 1,400 Sh 368942 368942 Thermo Fisher Scientific, 1,360 Sh 748938 748938 Alphabet Inc C, 1,660 Sh 147292 147292 DBS Group Holdings, 2,494 Sh 252301 252301 Mastercard Inc, 769 Sh 267404 267404 Nextera Energy, 7,033 Sh 587959 587959 Nintendo Co, 13,470 Sh 140357 140357 Alexander & Baldwin, 16,098 Sh 301516 301516 Matson Inc, 10,227 Sh 639290 639290 10x Genomics, 3,025 Sh 110231 110231 Komatsu LTD, 6,360 Sh 138629 138629 Veeva Sys, 1,261 Sh 203500 203500 Airbnb Inc, 2,143 Sh 183227 183227 Canon Inc, 6,509 Sh 141115 141115 Kajima Cp ADR, 2,320 Sh 27007 27007 Kyocera CP ADR, 2,390 Sh 118680 118680 Meta Platforms Inc, 1,516 Sh 182435 182435 Snowflake Inc, 2,346 Sh 336745 336745 Sumitomo Mitsui Finl Group, 23,159 Sh 185735 185735 Toyota Motor Cp, 387 Sh 52856 52856 H World Group, 2,297 Sh 97439 97439 PT Telekomunikasi, 1,438 Sh 34296 34296 Shiseido Ltd, 1,975 Sh 96860 96860 Woodside Energy Group, 2,574 Sh 62317 62317 975105 975105 Danco Investors Group, LP AT COST 62333 62333 Fortress Lending Fund II A FMV 1448895 1448895 iShares MSCI India ETF, 7,962 Sh FMV 332334 332334 iShares MSCI Japan ETF, 3,923 Sh FMV 254730 254730 SPDR Gold TR, 1,570 Sh FMV 266335 266335 iShares MSCI Ex Asia Japan, 7,736 Sh FMV 501216 501216 Wisdomtree Japan Sm Cap, 2,772 Sh FMV 175079 175079 DBX ETF Xtrack, 5,825 Sh FMV 163217 163217 iShares Europe, 66,157 Sh FMV 2996251 2996251 iShares Russell 2000, 2,968 Sh FMV 517500 517500 JP Morgan Betabuilders, 18,497 Sh FMV 830515 830515 Kraneshares CSI China, 8,685 Sh FMV 262287 262287 SPDR Portf Long Term, 20,00 Sh FMV 580600 580600 Vanguard SM Cap Value, 5,595 Sh FMV 888486 888486 Eaton Vance Mkt, 336,840.936 Sh FMV 2492623 2492623 MS Global Fixed, 895,756.972 Sh FMV 4478785 4478785 MSIF Dev Opportunity, 43,010.753 Sh FMV 353118 353118 MSIF Ultra Short, 122,065.615 Sh FMV 1216994 1216994 Blackstone REIT FMV 1008529 1008529 Furniture and Fixtures 57465 57465 Legal Fees 5303 0 0 7228 Accrued Income 12817 25009 25009 Net Intangible Assets 25777 18104 18104 Program-Related Investment 116262 109783 109783 Amortization 7673 Bank Service Charges 36 36 Bookkeeping 31240 26705 Executive Search & Transition 29000 29000 File Storage 813 749 Filings Fees and Licenses 200 200 Honorarium 200 200 Insurance 7504 1201 6303 Memberships 89 89 Payroll Processing 1191 1191 Postage 1109 931 Program Consultants 10000 10000 Publications & Reference 1132 1037 Software 8012 7978 Supplies 735 118 517 Telephone 3866 3723 Web Hosting 1927 1927 Adjust P/Y UBIT & Excise Taxes 89428 Cancelled Grants 50000 Investment Income fr Psp 87 87 Other Partnership Income 13331 8454 Passthrough Income UBI 1876 PRI Ordinary Income 1460 1431 Returned Grants 7500 Deferred Excise Tax Liability 181000 58000 Investment Management Fees 185324 185324 0 0 IT Support 2340 0 0 2223 Pension/401k Plan Fees 3206 0 0 3206