2025-11-14T18:58:30-08:00 2024-12-31 371420474 Fontanello Duffield & Otake LLP 111 Pine Street Suite 1750 San Francisco CA 94111 990PF 2024-01-01 946065226 Gerbode Foundation GERB 5109158048 1791 Solano Avenue F15 Berkeley CA 94707 Aimee Sueko Eng Executive Director 2025-11-14 true true Carol Duffield P01257136 4159830200 2024 2025-03-06 01:10:19Z X 37432172 X 600000 797 797 909233 909233 2271020 10821484 2271020 134069 130660 3915119 3311710 232613 40901 191712 155000 16755 120304 93094 14895 79525 598 598 184497 182439 1667 116411 41163 38887 404 404 124135 1162 118550 947915 256152 551647 1380317 1357500 2328232 256152 1909147 1586887 3055558 154151 217118 217118 163233 2414041 2414041 7978 400000 400000 61184 22765 22765 12244265 14316649 14316649 2247706 2209859 2209859 19179383 17708493 17708493 57465 57465 153584 143247 143247 34211484 37432172 37432172 40934 57783 270255 293072 58000 131000 369189 481855 X 33842295 36550317 400000 33842295 36950317 34211484 37432172 33842295 1586887 1521135 36950317 36950317 Sale of Publicly Traded Securities P 2000-01-01 2024-12-31 10821484 8550464 2271020 2271020 2271020 42472 42472 42472 32644 22000 54644 X 23 12149 12149 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 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 200000 32613 Olivia Tablante 1791 Solano Avenue F15 Berkeley CA 94707 Operation Director 40.00 155000 33876 Morgan Stanley 555 California St 14th Floor San Francisco CA 94104 Investment Mgmt 182439 34990769 729342 1203715 36923826 0 36923826 553857 36369969 1818498 1818498 42472 42472 1776026 1776026 1776026 1909147 1909147 1776026 300820 1008504 355866 400674 79315 2145179 1909147 0 1776026 133121 2278300 0 300820 1977480 1008504 355866 400674 79315 133121 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. Asian Americans Advancing Justice 55 Columbus Avenue San Francisco CA 94111 N/A PC General Support 50000 Coleman Advocates for Children Yout 459 Vienna St San Francisco CA 94112 N/A PC General Support 40000 Fresh Approach 5060 Commercial Cir Ste C Concord CA 94520 N/A PC General Support 75000 Grantmakers in the Arts 522 Courtlandt Avenue 1st Floor New York NY 10451 N/A PC General Support 5000 Transgender Law Center PO Box 70976 Oakland CA 94612 N/A PC General Support 75000 CubaCaribe 60 29th Street Suite 315 San Francisco CA 94110 N/A PC Support of its commission and production of a new dance work by Shefali Shah. 25000 Alliance for Girls 1203 Preservation Park Way 200 Oakland CA 94612 N/A PC Support of its SF Bay Area work 40000 Communities for a Better Environmen 6325 Pacific Blvd Suite 300 Huntington Park CA 90255 N/A PC Support of its Northern California work 30000 Northern CA Grantmakers 160 Spear Street Suite 360 San Francisco CA 94105 N/A PC Arts Loan Fund 5000 Center for Applied Research Solutio 1275 4th St 190 Santa Rosa CA 95404 N/A PC California Mentoring Partnership's Racial Justice in Mentoring Initiative 30000 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 Northern CA Grantmakers 160 Spear Street Suite 360 San Francisco CA 94105 N/A PC General Support 5000 Musical Traditions 55 Taylor St San Francisco CA 94102 N/A PC Music Project by Liza Mezzacappa 25000 Dance Brigade 3316 24th Street San Francisco CA 94110 N/A PC New Dance Work by Adia Whitaker 25000 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 Oakland Theater Project 1501 Martin Luther King Jr Way Oakland CA 94612 N/A PC New Theater Work by Lisa Ramirez 25000 Magic Theatre Inc Landmark Building D Fort Mason Cen San Francisco CA 94123 N/A PC Support of its commission and production of a new dance work by SAMMAY Peaflor Dizon. 25000 Center for Media Justice 1300 Clay St Ste 600 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 40000 Dancers' Group 44 Gough St Suite 201 San Francisco CA 94103 N/A PC Support of Duniya Dance and Drum Company's commission and production of a new work by Joti Singh. 25000 Greenbelt Alliance 827 Broadway Suite 310 Oakland CA 94607 N/A PC Support of its Solano Together coalition. 100000 Independent Arts Media PO Box 420442 San Francisco CA 94142 N/A PC Support of El Timpano's work. 50000 Mahea Uchiyama Center for Intl Danc 1800 Dwight Way Berkeley CA 94703 N/A PC Support of a touring grant. 15000 Sozo Impact Inc 5422 Hilltop Cres Oakland CA 94618 N/A PC Support of its commission and production of a new work by Babatunji Johnson. 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 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 Anne Bluethenthal and Dancers 3574 22nd St San Francisco CA 94114 N/A PC Support of its commission and production of a new dance work by Sarah Crowell. 25000 Diamano Coura West African Dance Co 1428 Alice Street Suite 201 Oakland CA 94612 N/A PC Support of its commission and production of a new dance work by Ibrahima Ouseynou Diouf. 25000 East Bay Community Foundation 200 Frank H Ogawa Plaza Oakland CA 94612 N/A PC Support of the goals of the Fund for California's Future. 40000 Filipino-American Development Found 1010 Mission Street San Francisco CA 94103 N/A PC Support of Pin@y Educational Partnerships touring grant for Pat Cruzs Art of Work dance film 15000 Hawaii Community Foundation 827 Fort Street Mall Honolulu HI 96813 N/A PC Support of its Hookele Non-profit Leadership Awards. 25000 Hawaii Peoples Fund PO Box 4163 Honolulu HI 96812 N/A PC General Support 40000 Hoi Hoi Ea 49-077 Johnson Rd Kaneohe HI 96744 N/A PC Support of its Aloha ? 25000 Hoiwai Fund 5274 Halapepe St Honolulu HI 96821 N/A PC General Support 2500 Ka Ala Farm Inc PO Box 630 Waianae HI 96792 N/A PC Support of its Aloha ? 25000 Malama Makua 3537 Makanui Pl Honolulu HI 96816 N/A PC Support of its Aloha ? 50000 New Breath Foundation 1999 Harrison Street Ste 1800 Oakland CA 94612 N/A PC General Support 50000 Parents And Children Together 1300 Halona Street Honolulu HI 96817 N/A PC Support of Ryan Kusumoto's 2023 Ho'okele Award. 10000 San Francisco Bay Area Theatre Comp 2781 24th St San Francisco CA 94110 N/A PC Support of its commission and production of a new dance work by Tania Santiago. 25000 Shawl-Anderson Modern Dance Center 2704 Alcatraz Ave Berkeley CA 94705 N/A PC Support of its commission and production of a new dance work by Suhaila Salimpour. 25000 Theatre Bay Area 499 Alabama St 450 San Francisco CA 94110 N/A PC Support of its CA$H Sustains program. 25000 World Central Kitchen Inc 200 Massachusetts Ave NW Washington DC 20001 N/A PC Support of its Rapid Response Field Kitchen program. 10000 1357500 CubaCaribe 60 29th Street Suite 315 San Francisco CA 94110 N/A PC Support of its commission and production of a new dance work by Shefali Shah. 25000 Magic Theatre Inc Landmark Building D Fort Mason San Francisco CA 94123 N/A PC Support of its commission and production of a new dance work by SAMMAY Peaflor Dizon. 25000 Change in Discount of Grants Payabl 1791 Solano Avenue Berkeley CA 94707 N/A NC C/Y Change in Grant Discount 2817 Dancers' Group 44 Gough Street Ste 201 San Francisco CA 94103 N/A PC Support of Duniya Dance and Drum Company's commission and production of a new work by Joti Singh. 25000 Sozo Impact Inc 5422 Hilltop Cres Oakland CA 94618 N/A PC Support of its commission and production of a new work by Babatunji Johnson. 25000 Anne Bluethenthal and Dancers 3574 22nd St San Francisco CA 94114 Employee PC Support of its commission and production of a new dance work by Sarah Crowell. 25000 Diamano Coura West African Dance Co 1428 Alice Street Suite 201 Oakland CA 94612 N/A PC Support of its commission and production of a new dance work by Ibrahima Ouseynou Diouf. 25000 San Francisco Bay Area Theatre Comp 2781 24th St San Francisco CA 94110 N/A PC Support of its commission and production of a new dance work by Tania Santiago. 25000 Shawl-Anderson Modern Dance Center 2704 Alcatraz Ave Berkeley CA 94705 N/A PC Support of its commission and production of a new dance work by Suhaila Salimpour. 25000 202817 14 797 14 909233 18 2271020 Partnership Income 14 124453 Psp Income - PRI 4161 Psp Income w/ UBI 541700 3539 14 1916 3539 3307419 4161 3315119 11c 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 X X 1 The William Flora Hewlett Fdn 2121 Sand Hill Road Menlo Park CA 94025 600000 X Website 2019-01-01 42400 24297 6731 31028 Southern CA Edison 4.7% 6/1/27 75017 75017 Orix Corp 5.0% 9/13/27 100765 100765 JP Morgan Chase 4.25% 10/1/27 99291 99291 Southern CA Edison 5.85% 11/1/27 102854 102854 Georgia-Pacific 7.25% 6/1/28 107332 107332 Raytheon Technologies 6.7% 8/1/28 105639 105639 Sutter Health 3.695% 8/15/28 95857 95857 Georgia Pacific 7.75% 11/15/29 84133 84133 Toyota Motor Credit Corp 4.45% 6/29/29 396993 396993 Intel Corp 4% 8/5/29 238115 238115 Deere & Co 5.375% 10/16/29 148618 148618 Bank of Nova Scotia 4.85% 2/1/30 401055 401055 UnitedHealth Group Inc 5.3% 2/15/30 254190 254190 Advantest Corp, 5,338 Sh 312412 312412 Alphabet Inc, 1,785Sh 337901 337901 Amazon, 2,000 Sh 438780 438780 Apple, 2,000Sh 500840 500840 Blackrock, 388 Sh 397743 397743 HDFC Bank Ltd, 1,755 Sh 112074 112074 Home Depot, 1,200 Sh 466788 466788 Lockheed Martin, 648 Sh 314889 314889 Microsoft Corp, 1,521 Sh 641102 641102 Nippon Telegraph & Telephone, 5,587 Sh 139493 139493 Sony Corp Adr 1974, 9,715 Sh 205569 205569 Taiwan Smcndctr Mfg, 2,397 Sh 473384 473384 Tencent Hldgs Ltd, 2,098 Sh 111572 111572 Visa Inc, 1,600 Sh 505664 505664 BHP Group Ltd, 1,598 Sh 78030 78030 McDonalds Corp, 1,008 Sh 292209 292209 Thermo Fisher Scientific, 980 Sh 509825 509825 Alphabet Inc C, 1,760 Sh 335174 335174 DBS Group Holdings, 2,743 Sh 351631 351631 Mastercard Inc, 634 Sh 333845 333845 Nextera Energy, 3,765 Sh 269913 269913 Nintendo Co, 10,030 Sh 146739 146739 Alexander & Baldwin, 16,098 Sh 285579 285579 Matson Inc, 10,227 Sh 1379009 1379009 Komatsu LTD, 8,021 Sh 222013 222013 Veeva Sys, 841 Sh 176820 176820 Airbnb Inc, 1,027 Sh 134958 134958 Canon Inc, 4,685 Sh 153851 153851 Kajima Cp ADR, 1,670 Sh 30614 30614 Meta Platforms Inc, 1,000 Sh 585510 585510 Sumitomo Mitsui Finl Group, 16,668 Sh 241519 241519 Toyota Motor Cp, 279 Sh 54296 54296 Chugai Pharmaceutic UNSP ADR, 1,123 Sh 25006 25006 Eli Lilly & Co, 420 Sh 324240 324240 Fanuc Corporation UNSP ADR, 4,119 Sh 54713 54713 Nvidia Corporation, 2,056 Sh 276100 276100 Tesla Inc, 857 Sh 346091 346091 Amgen Inc, 291 Sh 75846 75846 Astrazeneca PLC, 1,290 Sh 84521 84521 Bank of America, 2,616 Sh 114973 114973 Blackstone Inc, 725 Sh 125005 125005 Broadcom Inc, 1,240 Sh 287482 287482 Comcast Corp, 2,044 Sh 76711 76711 Deutsche Telekom, 2,898 Sh 86697 86697 Dr Reddy's Laboratories, 4,840 Sh 76424 76424 Honeywell Intl Inc, 513 Sh 115882 115882 Johnson & Johnson, 554 Sh 80119 80119 JP Morgan Chase & Co, 700 Sh 167797 167797 Kenvue Inc, 3,018 Sh 64434 64434 Kinder Morgan Inc, 4,942 Sh 135411 135411 Line PLC, 218 Sh 91270 91270 LVMH Moet Hennessy, 126 Sh 16583 16583 Merk & Co, 760 Sh 75605 75605 NNN REIT, 2,178 Sh 88971 88971 Nomura Hldgs, 12,905 Sh 74720 74720 Sea Limited, 1,381 Sh 146524 146524 Sempra, 1,797 Sh 157633 157633 Siemens Aktiengesellschaft, 1,009 Sh 97550 97550 Softbank Corp, 2,400 Sh 69168 69168 Suncor Energy Inc, 914 Sh 32612 32612 Tesco PLC, 5,197 Sh 71915 71915 Trane Technologies, 430 Sh 158820 158820 Walmart Inc, 1,971 Sh 178080 178080 Danco Investors Group, LP AT COST 64247 64247 Fortress Lending Fund II A FMV 990279 990279 iShares MSCI India ETF, 5,731 Sh FMV 301680 301680 iShares MSCI Japan ETF, 3,000 Sh FMV 219450 219450 SPDR Gold TR, 4,470 Sh FMV 1082321 1082321 iShares MSCI Ex Asia Japan, 300 Sh FMV 21654 21654 Wisdomtree Japan Sm Cap, 1,996 Sh FMV 149979 149979 iShares Europe, 21,157 Sh FMV 1101433 1101433 iShares Russell 2000, 4,968 Sh FMV 1097729 1097729 JP Morgan Betabuilders, 13,313 Sh FMV 730751 730751 Kraneshares CSI China, 8,685 Sh FMV 253949 253949 SPDR Portf Long Term, 40,000 Sh FMV 1047600 1047600 Vanguard SM Cap Value, 4,000 Sh FMV 792720 792720 Eaton Vance Mkt, 397,222,.135 Sh FMV 3007232 3007232 MS Global Fixed, 797,991.441 Sh FMV 4173495 4173495 MSIF Dev Opportunity, 46,317.522 Sh FMV 464565 464565 Blackstone REIT FMV 1005274 1005274 iShares India 50 ETF, 3,773 Sh FMV 191819 191819 Diamond Hill, 101,740.43 Sh FMV 1012316 1012316 Furniture and Fixtures 57465 57465 Legal Fees 598 0 0 598 Accrued Income 28303 28303 28303 Net Intangible Assets 10433 3702 3702 Program-Related Investment 114848 111242 111242 Amortization 6731 Bank Service Charges 199 199 Bookkeeping 38372 43455 Communications/Website Updates 1250 Consulatants 1125 1125 Digital Program Liscenses 8863 8863 Executive Search & Transition 12000 12000 File Storage 278 278 Filings Fees and Licenses 200 200 Insurance 6848 1096 5752 Moving and Storage 4035 4035 Office Equipment & Furniture 873 873 Payroll Processing 1689 1689 Postage 1039 1039 Program Consultants 35800 34200 Publications & Reference 517 517 Space Rental 234 234 Supplies 415 66 349 Telephone 3373 3373 Web Hosting 294 369 Partnership Income 124453 124453 Psp Income - PRI 4161 4216 Psp Income w/ UBI 5455 1991 Deferred Excise Tax Liability 58000 131000 Investment Management Fees 182439 182439 0 0 IT Support 2058 0 0 1667 Excise Tax 116411