West Davis & Bergard Foundation
- Assets
- $5.9m
- Revenue
- -$202.7k
- Investments
- $5.9m
- Employees
- 0
- Location
- Oakland, CA
- Founding
- 03/1997
- Data as of
- 06/2023
- EIN
- 94-3255381
Organization Overview
West Davis & Bergard Foundation is located in Oakland, CA. The organization was established in 1997. According to its NTEE Classification (B82) the organization is classified as: Scholarships & Student Financial Aid, under the broad grouping of Education and related organizations. This organization is an independent organization and not affiliated with a larger national or regional group of organizations. West Davis & Bergard Foundation is a 501(c)(3) and as such, is described as a "Charitable or Religous organization or a private foundation" by the IRS.
Since 2015, West Davis & Bergard Foundation has awarded 263 individual grants totaling $1,853,060. If you would like to learn more about the grant giving history of this organization, scroll down to the grant profile section of this page.
Get More from Intellispect for FreeCreate a free account to get more data, nonprofit salaries, advanced search and more.
Board, Officers & Key Employees
| Name (title) | Role | Hours | Compensation |
|---|---|---|---|
Robert F Wright President | 2 | $0 | |
Tony Rimac Treasurer | 2 | $0 | |
Maryanne Kaplan Secretary | 2 | $0 | |
Matt Haley Board Member | 2 | $0 | |
Megan Nakahara Board Member | 2 | $0 | |
Eleanor M Manuel Board Member | 2 | $0 |
Financial Statements
| Statement of Revenue | |
|---|---|
| Contributions, Gifts, Grants & Similar | $0 |
| Interest on Savings | $13,949 |
| Dividends & Interest | $177,341 |
| Net Rental Income | $0 |
| Net Gain on Sale of Assets | -$393,997 |
| Capital Gain Net Income | $0 |
| Net ST Capital Gain | $0 |
| Income Modifications | $0 |
| Profit on Inventory Sales | $0 |
| Other Income | $0 |
| Total Revenue | -$202,707 |
| Statement of Expenses | |
|---|---|
| Compensation of officers, directors, trustees, etc | $0 |
| Other employee salaries and wages | $0 |
| Pension plans, employee benefits | $0 |
| Interest | $0 |
| Taxes | $1,341 |
| Depreciation | $1,512 |
| Occupancy | $0 |
| Travel, conferences, and meetings | $0 |
| Printing and publications | $0 |
| Other expenses | $61,530 |
| Total operating and administrative expenses | $86,242 |
| Contributions, gifts, grants paid | $329,290 |
| Total expenses and disbursements | $415,532 |
| Balance Sheet | |
|---|---|
| Cash—non-interest-bearing | $0 |
| Savings and temporary cash investments | $55,180 |
| Net Accounts receivable | $0 |
| Net Pledges Receivable | $0 |
| Grants receivable | $0 |
| Receivables from Officers, Directors, or Controlling Persons | $0 |
| Net other notes and loans receivable | $0 |
| Inventories for sale or use | $0 |
| Prepaid expenses and deferred charges | $0 |
| Net Investments - land, buildings, equipment | $0 |
| Investments—mortgage loans | $0 |
| Investments—other | $169,967 |
| Net Land, buildings, and equipment | $0 |
| Other assets | $0 |
| Total assets | $5,908,168 |
| Accounts payable and accrued expenses | $0 |
| Grants payable | $0 |
| Deferred revenue | $0 |
| Loans and other payables to any current Officer, Director, or Controlling Person | $0 |
| Mortgages and other notes payable | $0 |
| Other liabilities | $0 |
| Total liabilities | $0 |
Grants Awarded
Over the last fiscal year, West Davis & Bergard Foundation has awarded $329,290 in support to 35 organizations.
| Grant Recipient | Amount |
|---|---|
A SAFE PLACE PURPOSE: DONATION | $5,000 |
A FRIENDLY MANOR CO ST MARY'S CENTER PURPOSE: DONATION | $5,000 |
ALAMEDA FOOD BANK PURPOSE: DONATION | $25,000 |
ASPIRE EDUCATION PURPOSE: DONATION | $6,000 |
BERKELEY FOOD & HOUSING PROJECT PURPOSE: DONATION | $10,000 |
FRIENDSHIP HOUSE PURPOSE: DONATION | $15,000 |