2024-07-02T17:39:48-05:00 2023-12-31 814234542 BPM LLP 4200 BOHANNON DRIVE SUITE 250 MENLO PARK CA 940251021 990PF 2023-01-01 300527867 INTREPID PHILANTHROPY FOUNDATION INTR 4155430733 44 MONTGOMERY STREET 850 SAN FRANCISCO CA 94104 KAREN LESHNER PRESIDENT 4155430733 2024-06-25 1 KAREN LESHNER 999009999 1 TAMARA L MCINERNEY P00011797 6508556800 2024-06-25 2 AAL1 IAL1 2023 2023-04-26 12:10:37Z X 2923216 X 700300 669 669 36947 81652 165293 1197729 118137 6360 1439 909569 201897 0 0 0 17700 0 14603 9549 4775 4775 311579 0 303466 148 77411 0 78528 15834 30272 11382 432073 35195 412754 251805 482000 683878 35195 894754 225691 166702 60088 182487 182487 217055 905265 905265 2394 225073 237038 204037 1377397 627397 1616134 0 15293 15293 1882007 1967480 2923216 51221 58599 362500 215000 413721 273599 X 1468286 1693881 1468286 1693881 1882007 1967480 1468286 225691 0 1693977 96 1693881 PUBLICLY TRADED SECURITIES P 1912 2490 -578 -578 POTRERO CAPITAL RESEARCH PARNTERS P 21063 21063 21063 SOMA PARTNERS LP P 15649 15649 15649 PANORAMIC PARTNERS LP P 2795 2795 2795 TAMARACK GLOBAL HEALTHCARE FUND QP LP P 2260 2260 2260 POTRERO CAPITAL RESEARCH PARNTERS P 45335 45335 45335 SOMA PARTNERS LP P 28249 28249 28249 PANORAMIC PARTNERS LP P 459 -459 -459 TAMARACK GLOBAL HEALTHCARE FUND QP LP P 3819 3819 3819 SALE OF INTEREST IN SOMA PARTNERS LP P 596966 596966 0 0 SALE OF INTEREST IN TAMARACK GLOBAL HEALTHCARE P 598847 598847 0 0 CAPITAL GAINS DIVIDENDS P 4 4 4 118137 2317 0 2317 0 2317 8613 0 0 0 8613 0 6296 6296 0 0 0 0 0 0 0 0 0 0 0 1 1 CA 1 0 0 0 0 1 WWW.INTREPID-PHILANTHROPY.ORG PACIFIC FOUNDATION SERVICES 4155616540 1660 BUSH STREET 300 SAN FRANCISCO CA 94109 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 KAREN LESHNER 44 MONTGOMERY STREET SUITE 850 SAN FRANCISCO CA 94104 FOUNDER & PRESIDENT 8.00 0 0 0 DAVID WAGONFELD 44 MONTGOMERY STREET SUITE 850 SAN FRANCISCO CA 94104 TREASURER 1.00 0 0 0 JOANNE SCHNEIDER 44 MONTGOMERY STREET SUITE 850 SAN FRANCISCO CA 94104 SECRETARY 1.25 0 0 0 NONE 0 ROCKEFELLER PHILANTHROPY ADVISORS 44 MONTGOMERY STREET SUITE 850 SAN FRANCISCO CA 94104 ADVISING 165000 0 0 188781 616115 2019167 2824063 0 0 2824063 42361 2781702 139085 139085 2317 2317 136768 85195 221963 0 221963 894754 0 894754 221963 0 0 753121 983388 829201 708565 624405 3898680 894754 0 0 0 221963 672791 0 0 4571471 0 0 0 0 0 0 753121 3818350 983388 829201 708565 624405 672791 KAREN LESHNER JOANNE SCHNEIDER ROCKEFELLER PHILAN 44 MONTGOMERY STREET SUITE 850 SAN FRANCISCO CA 94104 4155430733 INFORMATION SUBMITTED VIA EMAIL: ORGANIZATIONAL PRIORITIES, PROJECT SCOPE (IF APPLICABLE) AND BUDGET; ORGANIZATIONAL FINANCIALS AND TAX-EXEMPT DOCUMENTATION. N/A, CASE-BY-CASE GRANTS MAY NOT BE USED FOR LOBBYING JOANNE SCHNEIDER ROCKEFELLER PHILAN 44 MONTGOMERY STREET SUITE 850 SAN FRANCISCO CA 94104 4155430733 APPLICATIONS ARE SUBMITTED VIA AN ONLINE PORTAL. INFORMATION INCLUDES: PROJECT NARRATIVE, TEAM MEMBER INFORMATION, SCHOOL INFORMATION, BUDGET OUTLINE. LOIS DUE MID-NOVEMBER, SELECT LOIS ARE INVITED TO APPLY WITH A DUE DATE OF MID-JANUARY SEE HTTPS://LIGHTAWARDS.ORG/PROJECT-CRITERIA/ AND HTTP://LIGHTAWARDS.ORG/ELIGIBILITY/ GRANTS MAY NOT BE USED FOR LOBBYING BLACK WOMEN'S BLUEPRINT INC 201 MAIN STREET BOONVILLE NY 13309 NONE PC GENERAL OPERATING SUPPORT 2500 COMMUNITY HEALTH PROJECT INC 356 WEST 18TH STREET NEW YORK NY 10011 NONE PC GENERAL OPERATING SUPPORT 2500 CRIME VICTIMS TREATMENT CENTER INC 40 EXCHANGE PLACE SUITE 510 NEW YORK NY 10005 NONE PC GENERAL OPERATING SUPPORT 2500 DOLORES HUERTA ELEMENTARY PTA 65 CHENERY STREET SAN FRANCISCO CA 94131 NONE PC THE LIGHT AWARDS PROJECT "CULTIVATING ANTI-RACIST BILINGUAL LEARNERS THROUGH SERVICE AND ACTION 10000 DONORSCHOOSEORG 134 W 37TH ST FLOOR 11 NEW YORK NY 10018 NONE PC GENERAL OPERATING SUPPORT 5000 DONORSCHOOSEORG 134 W 37TH ST FLOOR 11 NEW YORK NY 10018 NONE PC GENERAL OPERATING SUPPORT 5000 GUTTMACHER INSTITUTE INC 125 MAIDEN LANE 7TH FLOOR NEW YORK NY 10038 NONE PC GENERAL OPERATING SUPPORT, FOR DOMESTIC WORK 10000 HAYWARD EDUCATION FOUNDATION PO BOX 56444 HAYWARD CA 94545 NONE PC THE LIGHT AWARDS PROJECT "DIFFERENTIATION THROUGH STUDENT SELF-EFFICACY" 10000 HEALDSBURG UNIFIED SCHOOL DISTRICT 1028 PRINCE ST HEALDSBURG CA 95448 NONE GOV THE LIGHT AWARDS PROJECT "OPERATION LESSON STUDY" 10000 LOS ALTOS COMMUNITY FOUNDATION 183 HILLVIEW ROAD LOS ALTOS CA 94022 NONE PC MVLA SCHOLARS 10000 LOS ALTOS COMMUNITY FOUNDATION 183 HILLVIEW ROAD LOS ALTOS CA 94022 NONE PC GENERAL OPERATING SUPPORT 2500 MAKE THE ROAD NEW YORK 301 GROVE STREET BROOKLYN NY 11237 NONE PC GENERAL OPERATING SUPPORT 2500 MEDICAL STUDENTS FOR CHOICE PO BOX 40935 PHILADELPHIA PA 19107 NONE PC GENERAL OPERATING SUPPORT 5000 MOVIMIENTO COSECHA SUPPORT NETWORK 1040 BOND STREET ELIZABETH NJ 07201 NONE PC GENERAL OPERATING SUPPORT 2500 MULTIPLIER 548 MARKET STREET SAN FRANCISCO CA 94104 NONE PC KITCHEN TABLE ADVISORS 5000 NEW YORK CITY GAY AND LESBIAN ANTI-VIOLENCE PROJECT 116 NASSAU ST 3RD FLOOR NEW YORK NY 10038 NONE PC GENERAL OPERATING SUPPORT 2500 PHYSICIANS FOR REPRODUCTIVE HEALTH INC 1430 BROADWAY SUITE 1614 NEW YORK NY 10018 NONE PC GENERAL OPERATING SUPPORT 5000 PLANNED PARENTHOOD FEDERATION OF AMERICA INC 123 WILLIAM ST 10TH FLOOR NEW YORK NY 10038 NONE PC GENERAL OPERATING SUPPORT 10000 QUEENS OF THE CASTRO 4325 MARTIN LUTHER KING JR WAY OAKLAND CA 94609 NONE PC GENERAL OPERATING SUPPORT 10000 SAN LEANDRO UNIFIED SCHOOL DISTRICT 1145 ALADDIN AVENUE SAN LEANDRO CA 94577 NONE GOV THE LIGHT AWARDS PROJECT "EQUITY LEARNING WALK" 10000 SOCIAL GOOD FUND 12651 SAN PABLO AVENUE RICHMOND CA 94805 NONE PC HOMIES EMPOWERMENT 5000 THE COMMUNITY LEAGUE OF THE HEIGHTS INC 500 WEST 159TH STREET NEW YORK NY 10032 NONE PC GENERAL OPERATING SUPPORT 2500 TRANS LIFELINE 548 MARKET ST SAN FRANCISCO CA 94104 NONE PC GENERAL OPERATING SUPPORT 2500 VOICES OF COMMUNITY ACTIVISTS AND LEADERS INC 80-A FOURTH AVENUE BROOKLYN NY 11217 NONE PC GENERAL OPERATING SUPPORT 2500 SAN LEANDRO EDUCATION FOUNDATION PO BOX 3149 SAN LEANDRO CA 94578 NONE PC THE LIGHT AWARDS PROJECT "IMPROVING OUTCOMES FOR MULTILINGUAL SCHOLARS THROU 10000 THE ACADEMY OF ALAMEDA 401 PACIFIC AVENUE ALAMEDA CA 94501 NONE PC THE LIGHT AWARDS PROJECT "DEEPER LEARNING & STRONGER SUPPORT FOR TEACHERS" 10000 EDUCATION FOR CHANGE 333 HEGENBERGER ROAD OAKLAND CA 94621 NONE PC FOR THE LIGHT AWARDS PROJECT BUILDING THE STRUCTURES: EFFECTIVE AND LASTING PBL 20000 PARENTS AND TEACHERS OF BUENA VISTA 3351 23RD STREET SAN FRANCISCO CA 94110 NONE PC FOR THE LIGHT AWARDS PROJECT ENGAGING DIVERSE YOUTH THROUGH STRONG DUAL IMMERSION 20000 PHILANTHROPIC VENTURES FOUNDATION 1222 PRESERVATION PARK WAY OAKLAND CA 94612 NONE PC FOR THE LIGHT AWARDS PROJECT OUR CHANGING PLANET - COMMUNITY OF PRACTICE 20000 SEQUOIA UNION HIGH SCHOOL DISTRICT 480 JAMES AVE REDWOOD CITY CA 94062 NONE GOV FOR THE LIGHT AWARDS PROJECT PBL FOR NEWCOMERS: LANGUAGE DEVELOPMENT, ENGAGEMENT AND EMPOWERMENT 20000 WEST CONTRA COSTA UNIFIED SCHOOL 1108 BISSELL AVE RICHMOND CA 94801 NONE GOV FOR THE LIGHT AWARDS PROJECT PROJECT BASED GEOMETRY AND THE TRADES 10000 DAVIS JOINT UNIFIED SCHOOL DISTRICT 526 B STREET DAVIS CA 95616 NONE GOV FOR THE LIGHT AWARDS PROJECT RAISING A COMMUNITY OF WRITERS 20000 ALAMEDA UNIFIED SCHOOL DISTRICT 2060 CHALLENGER DRIVE ALAMEDA CA 94501 NONE GOV FOR THE LIGHT AWARDS PROJECT THE POWER OF PLAY 20000 SAUSALITO MARIN SCHOOL DISTRICT 200 PHILLIPS DRIVE MARIN CITY CA 94965 NONE GOV FOR THE LIGHT AWARDS PROJECT USING SCIENCE AND SOCIAL JUSTICE TO RAISE TEACHING PRACTICE 20000 OAKLAND PUBLIC EDUCATION FUND PO BOX 71005 OAKLAND CA 94612 NONE PC FOR THE LIGHT AWARDS PROJECT "STUDYING CLIMATE JUSTICE THROUGH SCIENCE, ART, AND ACTION" 10000 BREAKTHROUGH SILICON VALLEY 1635 PARK AVE 138 SAN JOSE CA 95126 NONE PC GENERAL OPERATING SUPPORT 25000 PHILANTHROPIC VENTURES FOUNDATION 1222 PRESERVATION PARK WAY OAKLAND CA 94612 NONE PC FOR AGENCY BY DESIGN-OAKLAND 100000 OAK AVENUE ELEMENTARY SCHOOL PTA 1501 OAK AVE LOS ALTOS CA 94024 NONE PC GENERAL OPERATING SUPPORT 1000 SAN BRUNO PARK SCHOOL DISTRICT 450 THIRD AVE SAN BRUNO CA 94066 NONE GOV FOR BELLE AIR ELEMENTARY SCHOOL 1000 ALL FIVE PRESCHOOL 1391 CHILCO ST MENLO PARK CA 94025 NONE PC GENERAL OPERATING SUPPORT 1000 FACING HISTORY AND OURSELVES NATIONAL FOUNDATION 370 MAIN ST WORCHESTER MA 01608 NONE PC GENERAL OPERATING SUPPORT 5000 ISRAEL EMERGENCY ALLIANCE PO BOX 341069 PASADENA CA 91199 NONE PC GENERAL OPERATING SUPPORT 5000 MINDFUL SCHOOLS 1260 45TH STREET SUITE B EMERYVILLE CA 94608 NONE PC GENERAL OPERATING SUPPORT 5000 SPONSORS FOR EDUCATIONAL OPPORTUNITY INC 55 EXCHANGE PLACE NEW YORK NY 10005 NONE PC GENERAL OPERATING SUPPORT 5000 MINDFUL SCHOOLS 21260 45TH ST EMERYVILLE CA 94608 NONE PC GENERAL OPERATING SUPPORT 8000 PUBLIC SCHOOLS OF HAWAII FOUNDATION PO BOX 4148 HONOLULU HI 96812 NONE PC GENERAL OPERATING SUPPORT 5000 SHINE TOGETHER INC 508 VALLEY WAY MILPITAS CA 95035 NONE PC GENERAL OPERATING SUPPORT 1000 LUNA DANCE INSTITUTE PO BOX 7788 BERKELEY CA 94707 NONE PC GENERAL OPERATING SUPPORT 5000 482000 BREAKTHROUGH SILICON VALLEY 1635 PARK AVE 138 SAN JOSE CA 95126 NONE PC GENERAL OPERATING SUPPORT 25000 DAVIS JOINT UNIFIED SCHOOL DISTRICT 526 B STREET DAVIS CA 95616 NONE GOV FOR THE LIGHT AWARDS PROJECT RAISING A COMMUNITY OF WRITERS 10000 OAKLAND PUBLIC EDUCATION FOUNDATION PO BOX 71005 OAKLAND CA 94612 NONE PC FOR THE LIGHT AWARDS PROJECT 'PBL PILOT: EMPOWERING OAKLAND' 10000 PHILANTHROPIC VENTURES FOUNDATION 1222 PRESERVATION PARK WAY OAKLAND CA 94612 NONE PC AGENCY BY DESIGN OAKLAND 100000 EDUCATION FOR CHANGE 333 HEGENBERGER ROAD OAKLAND CA 94621 NONE PC FOR THE LIGHT AWARDS PROJECT BUILDING THE STRUCTURES: EFFECTIVE AND LASTING PBL 10000 PARENTS AND TEACHERS OF BUENA VISTA 3351 23RD STREET SAN FRANCISCO CA 94110 NONE PC FOR THE LIGHT AWARDS PROJECT ENGAGING DIVERSE YOUTH THROUGH STRONG DUAL IMMERSION 10000 PHILANTHROPIC VENTURES FOUNDATION 1222 PRESERVATION PARK WAY OAKLAND CA 94612 NONE PC FOR THE LIGHT AWARDS PROJECT OUR CHANGING PLANET - COMMUNITY OF PRACTICE 10000 SEQUOIA UNION HIGH SCHOOL DISTRICT 480 JAMES AVE REDWOOD CITY CA 94062 NONE GOV FOR THE LIGHT AWARDS PROJECT PBL FOR NEWCOMERS: LANGUAGE DEVELOPMENT, ENGAGEMENT AND EMPOWERMENT 10000 WEST CONTRA COSTA UNIFIED SCHOOL 1108 BISSELL AVE RICHMOND CA 94801 NONE GOV FOR THE LIGHT AWARDS PROJECT PROJECT BASED GEOMETRY AND THE TRADES 10000 ALAMEDA UNIFIED SCHOOL DISTRICT 2060 CHALLENGER DRIVE ALAMEDA CA 94501 NONE GOV FOR THE LIGHT AWARDS PROJECT THE POWER OF PLAY 10000 SAUSALITO MARIN SCHOOL DISTRICT 200 PHILLIPS DRIVE MARIN CITY CA 94965 NONE GOV FOR THE LIGHT AWARDS PROJECT USING SCIENCE AND SOCIAL JUSTICE TO RAISE TEACHING PRACTICE 10000 215000 14 669 14 36947 01 6360 18 165293 0 209269 0 209269 0 0 0 0 0 0 0 0 0 0 X X 1 KAREN LESHNER 44 MONTGOMERY STREET SUITE 850 SAN FRANCISCO CA 94104 700000 X ACCOUNTING FEES 9549 4775 4775 BERNSTEIN 237038 204037 AB FINANCIAL SERVICES OPPORTUNITIES DELAWARE FUND LP AT COST 315000 384873 POTRERO CAPITAL RESEARCH PARTNERS, LP AT COST 62397 966625 TAMARACK GLO. HLTH FUND QP, L.P AT COST 0 3371 PANORAMIC PARTNERS, L.P. AT COST 250000 261265 LEGAL FEES 17700 0 14603 DISTRIBUTION RECEIVABLE 0 15293 15293 COST BASIS ADJUSTMENT 96 BUSINESS EXPENSES 645 0 645 DUES AND SUBSCRIPTIONS 6881 0 4487 INVESTMENT EXPENSES 1912 30124 0 POSTAGE, MAILING SERVICE 1476 148 1330 PUBLICATIONS AND REFERENCES 948 0 948 TAX FILING FEES 100 0 100 WEB HOSTING FEES 58 0 58 WED DEVELOPMENT COSTS 3814 0 3814 PASSTHROUGH INVESTMENTS 0 1439 0 MISCELLANEOUS INCOME 6360 0 6360 ADVISORY FEES 224700 0 229900 MANAGEMENT FEES 36316 0 36316 ADVISORY BOARD STIPENDS 37250 0 37250 OTHER PROFESSIONAL FEES 13313 0 0