James R Berdell Foundation Inc
- Assets
- $2.0m
- Revenue
- $1.1m
- Investments
- $2.0m
- Employees
- 0
- Location
- Menlo Park, CA
- Founding
- 06/2016
- Data as of
- 12/2021
- EIN
- 81-1389572
Organization Overview
James R Berdell Foundation Inc is located in Menlo Park, CA. The organization was established in 2016. According to its NTEE Classification (T21) the organization is classified as: Corporate Foundations, under the broad grouping of Philanthropy, Voluntarism & Grantmaking Foundations and related organizations. This organization is an independent organization and not affiliated with a larger national or regional group of organizations. James R Berdell Foundation Inc is a 501(c)(3) and as such, is described as a "Charitable or Religous organization or a private foundation" by the IRS.
For the year ending 12/2021, James R Berdell Foundation Inc generated $1.1m in total revenue. This represents a relatively dramatic decline in revenue. Over the past 3 years, the organization has seen revenues fall by an average of (13.9%) each year. All expenses for the organization totaled $166.7k during the year ending 12/2021. As we would expect to see with falling revenues, expenses have declined by (47.3%) per year over the past 3 years. You can explore the organizations financials more deeply in the financial statements section below.
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Board, Officers & Key Employees
| Name (title) | Role | Hours | Compensation |
|---|---|---|---|
James Berdell President | 5 | $0 | |
Lauren Podoll Secretary | 2 | $0 | |
Robert Ledoux Treasurer | 1 | $0 | |
Peter Mccrea Director | 1 | $0 | |
Kia Sullivan Director | 1 | $0 |
Financial Statements
| Statement of Revenue | |
|---|---|
| Contributions, Gifts, Grants & Similar | $1,068,059 |
| Interest on Savings | $481 |
| Dividends & Interest | $2,910 |
| Net Rental Income | $0 |
| Net Gain on Sale of Assets | $0 |
| Capital Gain Net Income | $0 |
| Net ST Capital Gain | $0 |
| Income Modifications | $0 |
| Profit on Inventory Sales | $0 |
| Other Income | $3,694 |
| Total Revenue | $1,075,144 |
| Statement of Expenses | |
|---|---|
| Compensation of officers, directors, trustees, etc | $0 |
| Other employee salaries and wages | $0 |
| Pension plans, employee benefits | $0 |
| Interest | $203 |
| Taxes | $304 |
| Depreciation | $0 |
| Occupancy | $0 |
| Travel, conferences, and meetings | $0 |
| Printing and publications | $0 |
| Other expenses | $76,145 |
| Total operating and administrative expenses | $76,652 |
| Contributions, gifts, grants paid | $90,000 |
| Total expenses and disbursements | $166,652 |
| Balance Sheet | |
|---|---|
| Cash—non-interest-bearing | $0 |
| Savings and temporary cash investments | $0 |
| 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 | $2,044,818 |
| Net Land, buildings, and equipment | $0 |
| Other assets | $0 |
| Total assets | $2,044,818 |
| 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, James R Berdell Foundation Inc has awarded $90,000 in support to 2 organizations.
| Grant Recipient | Amount |
|---|---|
MIT FELLOWSHIP FUND PURPOSE: GENERAL | $50,000 |
BETTER ANGELS SOCIETY PURPOSE: GENERAL | $40,000 |
Peer Organizations
| Organization Name | Assets | Revenue |
|---|---|---|
Meyer Memorial Trust Portland, OR | $1,007,586,458 | $95,771,293 |
The California Wellness Foundation Los Angeles, CA | $1,249,668,748 | $96,883,603 |
Community Finance Corporation Tucson, AZ | $0 | $59,653,037 |
Ford Family Foundation Roseburg, OR | $1,245,594,204 | $103,438,214 |
Visa Foundation San Francisco, CA | $452,119,857 | $75,228,376 |
Pisces Foundation San Francisco, CA | $36,685,219 | $40,456,155 |
The Leonard And Sophie Davis Fund San Francisco, CA | $227,558,478 | $35,284,803 |
Ray And Dagmar Dolby Family Fund San Francisco, CA | $0 | $8,022,175 |
Kalmanovitz Charitable Foundation Mill Valley, CA | $9,993,294 | $9,957,898 |
Mufg Union Bank Foundation Ag Phoenix, AZ | $2,989,069 | $8,302,055 |
Fenwick Community Fund Mountain View, CA | $8,526,987 | $12,836,931 |
Colburn Music Fund Los Angeles, CA | $0 | $7,150,369 |