Wealthnet Charitable Gift Fund
Collects donations and grants them to charities as requested by donors. For fiscal year 2025 it reported $602K in revenue, $626K in expenses, and $4.6M in net assets.Pt I
- Type
- Public foundation / grantmaker · Foundations & Grantmakers
- Location
- San Rafael, CA
- Filings
- 6 on file (2020–2025)
More identity details & actions ⌄
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Summary of the Filing
Where the work happens
Organization makes grants at the request of the donor to qualified 501c charities.
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Identity & Classification
Governance & Policies
Officers, Directors & Key Employees
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Statement of Revenue
Statement of Functional Expenses
Balance Sheet
Financial Metrics
Same NTEE category, revenue band, and state where available. Descriptive — not a grade.
| Metric | This org | Peer median | Percentile |
|---|---|---|---|
| Program ratio | 13% | — | — |
| Overhead ratio | 0% | — | — |
| Fundraising cost ratio | 0% | — | — |
| Revenue growth | -34% | — | — |
| Investment management fee ratio | 0.9% | — | — |
| Legal fee ratio | 0% | — | — |
| Accounting fee ratio | 6% | — | — |
| Fundraising fee ratio | 0% | — | — |
Straight from the Form 990 — descriptive, not an evaluation. A ratio is hidden when its base is zero or too small to be meaningful; the dollars are always shown.
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Filings & Schedule Manifest
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Sources
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