The Barbara And Gerson Bakar Foundation
The Barbara And Gerson Bakar Foundation maintains substantial assets and zero executive compensation, focusing on grantmaking.
EIN: 205691977 · San Francisco, CA · NTEE: T20 · Updated: 2026-03-28
Is The Barbara And Gerson Bakar Foundation Legit?
Some Concerns
Assessment based on IRS 990 filings, spending patterns, and AI analysis. Not a guarantee of legitimacy. Full charity check →
The Barbara And Gerson Bakar Foundation directs 95% of its spending to programs. This exceeds the industry benchmark of 65%, indicating strong mission focus.
About The Barbara And Gerson Bakar Foundation
The Barbara And Gerson Bakar Foundation (EIN: 205691977) is a nonprofit organization based in San Francisco, CA, classified under NTEE code T20. The organization reported total revenue of $9.9M and total assets of $133.2M according to its most recent IRS 990 filing. This transparency report provides an AI-powered analysis of The Barbara And Gerson Bakar Foundation's financial health, spending patterns, executive compensation, and overall mission effectiveness based on publicly available IRS data.
Organization Overview
The Barbara And Gerson Bakar Foundation is a mid-size nonprofit that has been operating for 20 years, with 10 years of IRS 990 filings on record (2011–2023). Revenue has grown at a compound annual rate of 10.6%.
Key Financial Metrics (2023)
From the most recent IRS 990 filing on record:
| Total Revenue | $3.7M |
| Total Expenses | $6.2M |
| Surplus / Deficit | $-2,467,309 |
| Total Assets | $128.0M |
| Total Liabilities | $1 |
| Net Assets | $128.0M |
| Operating Margin | -65.8% |
| Debt-to-Asset Ratio | 0.0% |
| Months of Reserves | 247.0 months |
Financial Health Grade: B
In 2023, The Barbara And Gerson Bakar Foundation reported a deficit of $2.5M with expenses exceeding revenue, holds 247.0 months of operating reserves (strong position), has a debt-to-asset ratio of 0.0% (very low leverage).
Financial Trends
Over 10 years of filings (2011–2023), The Barbara And Gerson Bakar Foundation's revenue has grown at a compound annual growth rate (CAGR) of 10.6%.
| Year | Revenue Change | Expense Change | Asset Change |
|---|---|---|---|
| 2023 | -30.8% | -27.2% | +10.4% |
| 2022 | -71.6% | -5.9% | -22.8% |
| 2021 | +97.5% | +36.7% | +1.9% |
| 2020 | +32.2% | -3.2% | +19.9% |
| 2019 | -70.6% | +201.2% | +91.5% |
IRS Tax-Exempt Classification
| IRS Classification Codes | 1000 |
| IRS Ruling Date | 2006 |
Classification data from ProPublica Nonprofit Explorer. Additional BMF data may be available after enrichment.
AI Transparency Report
Mission Effectiveness Score
NonprofitSpending's AI analysis rates The Barbara And Gerson Bakar Foundation with a Mission Score of 92 out of 100 (Excellent). This score reflects the organization's overall financial transparency, program spending efficiency, and governance indicators derived from IRS 990 public filings.
Spending Breakdown
- admin: 5%
- programs: 95%
- fundraising: 0%
According to IRS 990 filings, The Barbara And Gerson Bakar Foundation allocates its expenses as follows: admin: 5%, programs: 95%, fundraising: 0%. With 95% directed toward programs, this reflects a strong commitment to its charitable mission.
Key Financial Metrics (2023)
From the most recent IRS 990 filing on record:
- The organization reported a deficit of $2.5M, with expenses exceeding revenue.
- Debt-to-asset ratio: 0.0%.
Executive Compensation Analysis
Executive compensation is consistently reported as 0% across all available filings, indicating that no salaries are paid to officers, which is highly efficient for a foundation of this size with assets exceeding $100 million.
Executive compensation data is sourced from IRS 990 filings, which require nonprofits to disclose the compensation of officers, directors, trustees, and key employees. NonprofitSpending analyzes this data relative to the organization's total revenue and sector benchmarks to assess whether executive pay is reasonable.
Red Flags
The following concerns were identified during AI analysis of The Barbara And Gerson Bakar Foundation's IRS 990 filings:
- Expenses exceeding revenue in recent years (e.g., 2023 and 2022), though this is typical for foundations drawing from endowments.
Strengths
The following positive indicators were identified for The Barbara And Gerson Bakar Foundation:
- Consistent 0% officer compensation, indicating high efficiency.
- Substantial and growing asset base, providing long-term stability ($127,951,668 in 2023).
- Minimal liabilities, often reported as $1, reflecting strong financial health.
- Clear focus on program spending as a grantmaking foundation.
Frequently Asked Questions about The Barbara And Gerson Bakar Foundation
Is The Barbara And Gerson Bakar Foundation a legitimate charity?
Based on AI analysis of IRS 990 filings, The Barbara And Gerson Bakar Foundation (EIN: 205691977) some concerns. Mission Score: 92/100. 1 red flag identified, 4 strengths noted.
How does The Barbara And Gerson Bakar Foundation spend its money?
The Barbara And Gerson Bakar Foundation directs 95% of its spending to programs and services. The remaining budget covers administration and fundraising costs.
Are donations to The Barbara And Gerson Bakar Foundation tax-deductible?
The Barbara And Gerson Bakar Foundation is registered as a tax-exempt nonprofit (EIN: 205691977). Donations to most 501(c)(3) organizations are tax-deductible. Consult a tax professional for your specific situation.
Is The Barbara And Gerson Bakar Foundation a good charity?
Yes, as a private foundation, it appears to be a very effective grantmaking entity. Its consistent 0% officer compensation, minimal liabilities, and substantial asset base suggest strong financial management and a direct focus on its charitable mission.
How does the foundation manage its expenses relative to its revenue?
The foundation's expenses can sometimes exceed its revenue in a given year, as seen in 2023 ($6,215,856 expenses vs. $3,748,547 revenue) and 2022 ($8,534,800 expenses vs. $5,415,518 revenue). This is common for foundations that draw from their endowment to fund grants, especially when investment returns (which contribute to revenue) fluctuate.
What is the trend in the foundation's assets?
The foundation's assets have shown significant growth over time, increasing from $24,078,256 in 2011 to $127,951,668 in 2023, demonstrating successful asset management and endowment growth.
Filing History
IRS 990 filing history for The Barbara And Gerson Bakar Foundation showing financial trends over 10 years of public records:
Over 10 years of IRS 990 filings (2011–2023), The Barbara And Gerson Bakar Foundation's revenue has grown by 233.4%, moving from $1.1M to $3.7M. Total assets increased by 431.4% over the same period, from $24.1M to $128.0M. Total functional expenses rose by 381.1%, from $1.3M to $6.2M. In its most recent filing year (2023), The Barbara And Gerson Bakar Foundation reported a deficit of $2.5M, with expenses exceeding revenue. The organization holds $1 in liabilities against $128.0M in assets (debt-to-asset ratio: 0.0%), resulting in net assets of $128.0M.
| Year | Revenue | Expenses | Assets | Liabilities | Officer Comp. % | |
|---|---|---|---|---|---|---|
| 2023 | $3.7M | $6.2M | $128.0M | $1 | — | View 990 |
| 2022 | $5.4M | $8.5M | $115.9M | $223K | — | View 990 |
| 2021 | $19.1M | $9.1M | $150.1M | $1 | — | View 990 |
| 2020 | $9.7M | $6.6M | $147.3M | $1 | — | View 990 |
| 2019 | $7.3M | $6.9M | $122.9M | $1 | — | — |
| 2015 | $24.9M | $2.3M | $64.1M | $1 | — | View 990 |
| 2014 | $7.9M | $2.0M | $43.5M | $1 | — | View 990 |
| 2013 | $11.0M | $1.4M | $38.2M | $0 | — | View 990 |
| 2012 | $-1,691,841 | $1.3M | $26.1M | $0 | — | View 990 |
| 2011 | $1.1M | $1.3M | $24.1M | $0 | — | View 990 |
Year-by-Year Financial Summary
- 2023: Revenue of $3.7M, expenses of $6.2M, and assets of $128.0M (revenue -30.8% year-over-year).
- 2022: Revenue of $5.4M, expenses of $8.5M, and assets of $115.9M (revenue -71.6% year-over-year).
- 2021: Revenue of $19.1M, expenses of $9.1M, and assets of $150.1M (revenue +97.5% year-over-year).
- 2020: Revenue of $9.7M, expenses of $6.6M, and assets of $147.3M (revenue +32.2% year-over-year).
- 2019: Revenue of $7.3M, expenses of $6.9M, and assets of $122.9M (revenue -70.6% year-over-year).
- 2015: Revenue of $24.9M, expenses of $2.3M, and assets of $64.1M (revenue +214.8% year-over-year).
- 2014: Revenue of $7.9M, expenses of $2.0M, and assets of $43.5M (revenue -28.5% year-over-year).
- 2013: Revenue of $11.0M, expenses of $1.4M, and assets of $38.2M.
- 2012: Revenue of $-1,691,841, expenses of $1.3M, and assets of $26.1M (revenue -250.5% year-over-year).
- 2011: Revenue of $1.1M, expenses of $1.3M, and assets of $24.1M.
View Individual Filing Years
Explore detailed financial data from each IRS 990 filing year for The Barbara And Gerson Bakar Foundation:
Data Sources and Methodology
This transparency report for The Barbara And Gerson Bakar Foundation is generated by NonprofitSpending's AI analysis engine. The data is sourced from publicly available IRS 990 filings accessed through the ProPublica Nonprofit Explorer API and IRS electronic filing records. The Mission Score, spending breakdown, and other analytical insights are produced by artificial intelligence and should be used as one of multiple factors when evaluating a nonprofit organization.
IRS 990 forms are annual information returns that most tax-exempt organizations must file with the IRS. These forms provide detailed financial information including revenue, expenses, assets, liabilities, and compensation of officers. NonprofitSpending processes this data to provide accessible transparency reports for donors, researchers, and the general public.
Disclaimer
AI-generated analysis based on IRS public records. Not financial or legal advice. Verify information directly with the organization.