Nonprofit · EIN 20-5691977
THE BARBARA AND GERSON BAKAR FOUNDATION
Tax-exempt · SAN FRANCISCO, CA 94133
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2024 | 990-PF | $9,930,967 | $6,945,988 | $2,984,979 | $133,249,664 | $0 | $133,249,664 |
| December 31, 2023 | 990-PF | $3,748,547 | $6,215,856 | -$2,467,309 | $127,951,668 | $0 | $127,951,668 |
Financial details: 990-PF for the year ended December 31, 2024
Revenue
- Contributions, gifts and grants
- $374,972
- Dividends
- $1,208,676
- Interest
- $17,870
- Net gain from sales of assets
- $2,256,996
- Other income
- $6,072,453
Expenses
- Grants and similar amounts paid
- $4,772,868
- Compensation of officers, directors and key employees
- $68,880
- Salaries, compensation and benefits (total)
- $697,526
- Disbursements for charitable purposes
- $5,925,366
- Excise tax on investment income
- $98,420
Balance sheet and other
- Total assets, start of year
- $127,951,668
- Total assets, end of year
- $133,249,664
- Total liabilities, end of year
- $0
- Net assets, end of year
- $133,249,664
- Fair market value of assets
- $133,249,664
- Qualifying distributions
- $5,925,366
- Net investment income
- $7,735,673
From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.
Officers, directors and key employees
As listed on the 990-PF for the year ended December 31, 2024, highest compensation first.
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| ALEXANDER RIVERA 201 FILBERT STREET NO 400, SAN FRANCISCO, CA 94133 | SENIOR PROGRAM COORD Highest-paid employee | 40 | $138,769 | $13,200 |
| KAREN IWASA 201 FILBERT STREET NO 400, FILBERT STREET NO, CA 94133 | EXECUTIVE ASSISTANT Highest-paid employee | 24 | $97,549 | $11,611 |
| SEILA GRACIA-VICENTE 201 FILBERT STREET NO 400, SAN FRANCISCO, CA 94133 | ACHIEVE ASSISTANT Highest-paid employee | 40 | $89,708 | $8,443 |
| KATHRYN ASCENCIO 201 FILBERT STREET NO 400, SAN FRANCISCO, CA 94133 | COLLEGE ADVISOR Highest-paid employee | 40 | $85,558 | $19,354 |
| SARAH JIMENEZ 201 FILBERT STREET NO 400, SAN FRANCISCO, CA 94133 | PROGRAM COORDINATOR Highest-paid employee | 40 | $81,404 | $9,549 |
| BARBARA BASS BAKAR 201 FILBERT STREET NO 400, SAN FRANCISCO, CA 94133 | CHAIRMAN/PRES/EXEC DIRECTOR | 1 | $68,880 | $10,294 |
| SHARON HASEGAWA 201 FILBERT STREET NO 400, SAN FRANCISCO, CA 94133 | SECRETARY / TREASURER | 1 | $0 | $0 |
| KATHLEEN MCCORMICK 201 FILBERT STREET NO 400, SAN FRANCISCO, CA 94133 | DIRECTOR | 1 | $0 | $0 |
| NANCI BAKAR FREDKIN 201 FILBERT STREET NO 400, SAN FRANCISCO, CA 94133 | DIRECTOR | 1 | $0 | $0 |
| REBECCA RENZAS 201 FILBERT STREET NO 400, SAN FRANCISCO, CA 94133 | DIRECTOR | 1 | $0 | $0 |
| PHYLLIS COOK 201 FILBERT STREET NO 400, SAN FRANCISCO, CA 94133 | DIRECTOR | 1 | $0 | $0 |
990-PF for the year ended December 31, 2023: 11 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| ALEXANDER RIVERA 201 FILBERT STREET NO 400, SAN FRANCISCO, CA 94133 | SENIOR PROGRAM COORD Highest-paid employee | 40 | $128,168 |
| KATHRYN ASCENCIO 201 FILBERT STREET NO 400, SAN FRANCISCO, CA 94133 | COLLEGE ADVISOR Highest-paid employee | 40 | $79,539 |
| SARAH JIMENEZ 201 FILBERT STREET NO 400, SAN FRANCISCO, CA 94133 | PROGRAM COORDINATOR Highest-paid employee | 40 | $74,596 |
| BARBARA BASS BAKAR 201 FILBERT STREET NO 400, SAN FRANCISCO, CA 94133 | CHAIRMAN/PRES/EXEC DIRECTOR | 1 | $64,480 |
| BERENICE FUENTES-JUAREZ 201 FILBERT STREET NO 400, SAN FRANCISCO, CA 94133 | ADMINISTRATIVE ASSIS Highest-paid employee | 40 | $55,301 |
| SEILA GRACIA-VICENTE 201 FILBERT STREET NO 400, SAN FRANCISCO, CA 94133 | ACHIEVE ASSISTANT Highest-paid employee | 40 | $38,675 |
| SHARON HASEGAWA 201 FILBERT STREET NO 400, SAN FRANCISCO, CA 94133 | SECRETARY / TREASURER | 1 | $0 |
| KATHLEEN MCCORMICK 201 FILBERT STREET NO 400, SAN FRANCISCO, CA 94133 | DIRECTOR | 1 | $0 |
| NANCI BAKAR FREDKIN 201 FILBERT STREET NO 400, SAN FRANCISCO, CA 94133 | DIRECTOR | 1 | $0 |
| REBECCA RENZAS 201 FILBERT STREET NO 400, SAN FRANCISCO, CA 94133 | DIRECTOR | 1 | $0 |
| PHYLLIS COOK 201 FILBERT STREET NO 400, SAN FRANCISCO, CA 94133 | DIRECTOR | 1 | $0 |
Address and contacts
- Address (IRS master file)
- 201 FILBERT ST STE 400, SAN FRANCISCO, CA 94133-3238
- In care of
- % BARBARA BASS BAKER
- Signed the 990-PF
- BARBARA BASS BAKAR, PRESIDENT
- Phone
- (415) 576-8100
- Return prepared by
- DELOITTE TAX LLP
California records
California keeps its own records of charities and corporations. Search them by EIN 20-5691977 or by the name THE BARBARA AND GERSON BAKAR FOUNDATION.
- Attorney General, Registry of Charities and Fundraisers
- Registration status and filed reports (CT-TR-1, RRF-1)
- Secretary of State, bizfile Online
- Corporation status, entity number, agent for service
- Franchise Tax Board
- Entity status letter (state tax exemption, good standing)
What it must file and when
IRS records say it files Form 990-PF. Private foundations file every year. Its accounting year ends in December, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | December 31, 2025 | May 15, 2026 | Not on file |
| 2024 | December 31, 2024 | May 15, 2025 | 990-PF on file |
| 2023 | December 31, 2023 | May 15, 2024 | 990-PF on file |
IRS record
- EIN
- 20-5691977
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Private non-operating foundation
- Donations deductible (Pub 78)
- Private foundation, 30% limit
- Exempt since
- 2006
- Accounting year ends
- December
- Files
- Form 990-PF
- Category (NTEE)
- Philanthropy, voluntarism and grantmaking foundations (T20)
- Assets (IRS master file)
- $133,249,664
- Income (IRS master file)
- $9,930,967
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | December 2024 | $9,930,967 | $6,945,988 | $133,249,664 | XML |
| 990-T | December 2024 | – | – | – | IRS |
| 990-PF | December 2023 | $3,748,547 | $6,215,856 | $127,951,668 | XML |
| 990-T | December 2023 | – | – | – | IRS |
| 990-PF | December 2022 | – | – | – | IRS |
| 990-T | December 2022 | – | – | – | IRS |
| 990-PF | December 2021 | – | – | – | IRS |
| 990-T | December 2021 | – | – | – | IRS |
| 990-PF | December 2020 | – | – | – | IRS |
| 990-T | December 2020 | – | – | – | IRS |
| 990-PF | December 2018 | – | – | – | IRS |
| 990-PF | December 2017 | – | – | – | IRS |
990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 20-5691977).
Questions about THE BARBARA AND GERSON BAKAR FOUNDATION
- What is the EIN of THE BARBARA AND GERSON BAKAR FOUNDATION?
- The employer identification number (EIN) of THE BARBARA AND GERSON BAKAR FOUNDATION is 20-5691977.
- Is THE BARBARA AND GERSON BAKAR FOUNDATION tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2006.
- Are donations to THE BARBARA AND GERSON BAKAR FOUNDATION tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does THE BARBARA AND GERSON BAKAR FOUNDATION file?
- Form 990-PF. Private foundations file every year.
- When is the next return of THE BARBARA AND GERSON BAKAR FOUNDATION due?
- The return for tax year 2025 (the year ending December 31, 2025) is due May 15, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did THE BARBARA AND GERSON BAKAR FOUNDATION last file with the IRS?
- The latest return in the IRS public files is the 990-PF for the year ended December 2024.
- Who are the officers and directors of THE BARBARA AND GERSON BAKAR FOUNDATION?
- The 990-PF for the year ended December 31, 2024 lists 11 people; 6 received compensation from the organization, the highest $138,769 (ALEXANDER RIVERA, SENIOR PROGRAM COORD).
- How much revenue does THE BARBARA AND GERSON BAKAR FOUNDATION have?
- On its 990-PF for the year ended December 31, 2024 it reported revenue of $9,930,967, expenses of $6,945,988 and total assets of $133,249,664 at year end.
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