Walter Iberti Charitable Foundation

Foundation · Grantmaker Tiburon, CA EIN: 77-0513880

Walter Iberti Charitable Foundation is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in Tiburon, CA. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $212K in total assets. In 2024, it awarded 4 grants totaling $3K. Net investment income was $9K.

Key facts about Walter Iberti Charitable Foundation

EIN
77-0513880
Latest 990 filing
Form 990-PF, 2024
Annual giving (2024)
$3,326
Grants made (2024)
4
Average grant
$832
Median grant
$650
Total assets
$212,153
Primary geography
California (91% of itemized 2024 grant dollars)

Data from IRS Form 990-PF, 2024; updated September 2026.

Who Walter Iberti Charitable Foundation funds

By grant dollars, the top recipient states for Walter Iberti Charitable Foundation's 4 itemized 2024 grants were California (91%) and New York (9%). None of its 4 grants with a stated purpose were described as general or operating support. Recurring purposes include "Donation" (4 grants).

How Walter Iberti Charitable Foundation gives

  • Giving fell 87% from 2021 to 2024. Method
  • In 2024 it paid out 26% of its IRS minimum distribution (the 5% rule). Foundations have until the end of the next year to meet it. Method

From the foundation's IRS Form 990-PF filings. Methodology.

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Financial Overview

From 2024 IRS Form 990-PF · View filing

Total Assets

$212K

-2.6% YoY

Annual Giving

$3K

-79.8% YoY

Grant Count

4

-50.0% YoY

Avg Grant Size

$831.5

-59.6% YoY

Under IRS private-foundation payout rules, Walter Iberti Charitable Foundation reported a distributable amount of $13K for 2024 — the minimum it must pay out in qualifying distributions.

About Walter Iberti Charitable Foundation

Based on IRS filings

Walter Iberti Charitable Foundation is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in Tiburon, CA. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $212K in total assets. In 2024, it awarded 4 grants totaling $3K. Net investment income was $9K.

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Geographic Focus

Where this funder awards grants

Grant Distribution by State

6states

Share of all 4 itemized 2024 grant dollars.

Cities

San FranciscoWashingtonSanta RosaBelvederetiburonFlorenceGoletaAtlantaCalabasasCotatiGaithersburgGreenbraeSanta BarbaraStony Brook

Financial History

Multi-year comparison from IRS filings

Revenue
Expenses
Qualifying Distributions
Net Investment Income
$0$32K$63K$95K$126K20202021202220232024
Metric202420232022
Total Assets$212,153$217,855$245,435
Revenue$9,088$444$504
Expenses$14,790$26,652$39,481
Qualifying Distributions$3,326$16,475$31,850
Net Investment Income$9,088$444$504
Distributable Amount$12,800$11,456$14,028

Data update history

When this profile's IRS filing data changed on Grantable

  1. IRS filings on file for fiscal years 2020–2024

Giving Over Time

Total grant dollars and number of grants per year

$0$8K$16K$24K$32K5 grants20203 grants202110 grants20228 grants20234 grants2024

Grant Insights

How this funder distributes its grants

Top Recipients

Top 4 recipients in 2024

Montessori Center School: $2KMontessori Center School$2KForget Me Not Farm Children's Services: $1KForget Me Not Farm Children'sServices$1KThree Village Meals on Wheels: $300Three Village Meals on Wheels$300Wikimedia: $26Wikimedia$26

Grant Size Distribution

30 grants across all recorded years

30<$50K$50–100K$100–250K$250–500K$500K–1M$1–5M$5M+

Giving History

Grant recipients and amounts by year

Among its reported 2024 grants, the largest recipients include Montessori Center School ($2,000), Forget Me Not Farm Children's Services ($1,000), Three Village Meals on Wheels ($300).

RecipientPurposeAmount
MONTESSORI CENTER SCHOOL Goleta, CADONATION$2,000
FORGET ME NOT FARM CHILDREN'S SERVICES Santa Rosa, CADONATION$1,000
THREE VILLAGE MEALS ON WHEELS Stony Brook, NYDONATION$300
WIKIMEDIA San Francisco, CADONATION$26

Leadership & Key People

Officers and directors from IRS filings

Compensation Overview

From 2024 IRS filing

Walter Iberti — Director: $4KWalter IbertiDirector$4K

From 2024 IRS filing

NameTitleHoursCompensation
Walter IbertiDirector1$3,500
Patrick EbertDirector——
Steve AlbertDirector——
Sharon IbertiTreasurer——

Subject Areas

Focus areas based on grantmaking activity

Frequently Asked Questions

What is Walter Iberti Charitable Foundation?

Walter Iberti Charitable Foundation is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in Tiburon, CA. It holds $212K in total assets as of 2024.

How large is Walter Iberti Charitable Foundation?

As of 2024, Walter Iberti Charitable Foundation holds $212K in total assets with $9K in annual revenue. It awarded 4 grants totaling $3K in 2024.

Where does Walter Iberti Charitable Foundation operate?

Walter Iberti Charitable Foundation has awarded grants in California, District of Columbia, Georgia, Massachusetts, Maryland, New York.

What size grants does Walter Iberti Charitable Foundation award?

In 2024, Walter Iberti Charitable Foundation awarded 4 grants totaling $3K — an average of about $831.5 per grant, based on its IRS Form 990 filings.

How much is Walter Iberti Charitable Foundation required to give away each year?

Private foundations must generally distribute about 5% of their assets annually. For 2024, Walter Iberti Charitable Foundation reported a distributable amount of $13K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.

What is Walter Iberti Charitable Foundation's EIN?

Walter Iberti Charitable Foundation's EIN (Employer Identification Number) is 77-0513880. IRS Form 990 filing data is available on this page for 2020–2024.

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Data last updated September 2026. Sourced from IRS Form 990-PF filings.

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