MITCHELL KAPOR FOUNDATION: Form 990PF, tax year 2023
View the entire original 990 at ProPublica ↗
- Organization
- MITCHELL KAPOR FOUNDATION (EIN 94-3330604)
- Tax period
- 2023-01-01 to 2023-12-31
- Filed
- 2024-11-15
- IRS object ID
- 202413209349104416
- Schema version
- 2023v5.1
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- Schedule B
- Accounting Fees Schedule
- Expenditure Responsibility Stmt
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Legal Fees Schedule
- Other Assets Schedule
- Other Decreases Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Increases Schedule
- Other Liabilities Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2024-11-15T12:07:46-06:00 | ReturnTs |
| Tax Period End | 2023-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 910189318 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MOSS ADAMS LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 101 SECOND STREET SUITE 900 | AddressLine1Txt |
| City | SAN FRANCISCO | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 94105 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2023-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 943330604 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MITCHELL KAPOR FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | MITC | BusinessNameControlTxt |
| Phone | 5102554650 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2148 BROADWAY | AddressLine1Txt |
| City | OAKLAND | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 94612 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | ALLISON SCOTT | PersonNm |
| Person Title | CEO | PersonTitleTxt |
| Phone | 5102554650 | PhoneNum |
| Signature | 2024-11-15 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | 0 | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | MICHAEL LUMSDEN | PreparerPersonNm |
| PTIN | P01262236 | PTIN |
| Phone | 4159561500 | PhoneNum |
| Preparation | 2024-11-15 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2023 | TaxYr |
| Build TS | 2024-10-15 13:58:12Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $117,513,185 | FMVAssetsEOYAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $862,976 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $2,343,189 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $2,343,189 | InterestOnSavNetInvstIncmAmt |
| Interest On Savings Adj Net Incm | $2,343,189 | InterestOnSavingsAdjNetIncmAmt |
| Dividends Rev And Expnss | $701,996 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $793,347 | DividendsNetInvstIncmAmt |
| Dividends Adj Net Incm | $793,347 | DividendsAdjNetIncmAmt |
| Net Gain Sale Ast Rev And Expnss | -$10,413,942 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $1,404,739 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $0 | CapGainNetIncmNetInvstIncmAmt |
| Net ST Capital Gain Adj Net Incm | $0 | NetSTCapitalGainAdjNetIncmAmt |
| Other Income Rev And Expnss | $260,863 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | -$531,597 | OtherIncomeNetInvstIncmAmt |
| Other Income Adj Net Incm | -$270,734 | OtherIncomeAdjNetIncmAmt |
| Total Rev And Expnss | -$6,244,918 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $2,604,939 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $2,865,802 | TotalAdjNetIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $429,423 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Adj Net Incm | $0 | CompOfcrDirTrstAdjNetIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $429,423 | CompOfcrDirTrstDsbrsChrtblAmt |
| Oth Empl Slrs Wgs Rev And Expnss | $2,579,408 | OthEmplSlrsWgsRevAndExpnssAmt |
| Oth Empl Slrs Wgs Net Invst Incm | $0 | OthEmplSlrsWgsNetInvstIncmAmt |
| Oth Empl Slrs Wgs Adj Net Incm | $0 | OthEmplSlrsWgsAdjNetIncmAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $2,579,408 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Pension Empl Bnft Rev And Expnss | $343,184 | PensionEmplBnftRevAndExpnssAmt |
| Pension Empl Bnft Net Invst Incm | $0 | PensionEmplBnftNetInvstIncmAmt |
| Pension Empl Bnft Adj Net Incm | $0 | PensionEmplBnftAdjNetIncmAmt |
| Pension Empl Bnft Dsbrs Chrtbl | $343,184 | PensionEmplBnftDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $84,089 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $42,045 | LegalFeesNetInvstIncmAmt |
| Legal Fees Adj Net Incm | $0 | LegalFeesAdjNetIncmAmt |
| Legal Fees Dsbrs Chrtbl | $42,045 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $68,200 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $34,100 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $0 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $34,100 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $2,755,515 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $253,744 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Adj Net Incm | $0 | OtherProfFeesAdjNetIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $2,718,013 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $201,155 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $0 | TaxesNetInvstIncmAmt |
| Taxes Adj Net Incm | $0 | TaxesAdjNetIncmAmt |
| Taxes Dsbrs Chrtbl | $201,155 | TaxesDsbrsChrtblAmt |
| Deprec And Dpltn Rev And Expnss | $44,249 | DeprecAndDpltnRevAndExpnssAmt |
| Deprec And Dpltn Net Invst Incm | $0 | DeprecAndDpltnNetInvstIncmAmt |
| Deprec And Dpltn Adj Net Incm | $0 | DeprecAndDpltnAdjNetIncmAmt |
| Trav Conf Meeting Rev And Expnss | $276,975 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Net Invst Incm | $0 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Adj Net Incm | $0 | TravConfMeetingAdjNetIncmAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $276,975 | TravConfMeetingDsbrsChrtblAmt |
| Printing And Pub Rev And Expnss | $2,462 | PrintingAndPubRevAndExpnssAmt |
| Printing And Pub Net Invst Incm | $0 | PrintingAndPubNetInvstIncmAmt |
| Printing And Pub Adj Net Incm | $0 | PrintingAndPubAdjNetIncmAmt |
| Printing And Pub Dsbrs Chrtbl | $2,462 | PrintingAndPubDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $9,077,061 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $5,657 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Adj Net Incm | $0 | OtherExpensesAdjNetIncmAmt |
| Other Expenses Dsbrs Chrtbl | $404,550 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $15,861,721 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $335,546 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $7,031,315 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $8,284,658 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $10,251,226 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $24,146,379 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $335,546 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $17,282,541 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$30,391,297 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $2,269,393 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $2,865,802 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $680 | CashBOYAmt |
| Cash EOY | $180 | CashEOYAmt |
| Cash EOYFMV | $180 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $53,915,569 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $36,722,554 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $36,722,554 | SavAndTempCashInvstEOYFMVAmt |
| Grants Receivable BOY | $241,039 | GrantsReceivableBOYAmt |
| Grants Receivable EOY | $155,072 | GrantsReceivableEOYAmt |
| Grants Receivable EOYFMV | $155,072 | GrantsReceivableEOYFMVAmt |
| Corporate Stock BOY | $28,220,853 | CorporateStockBOYAmt |
| Corporate Stock EOY | $16,030,142 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $16,030,142 | CorporateStockEOYFMVAmt |
| Other Investments BOY | $57,097,079 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $61,276,723 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $61,276,723 | OtherInvestmentsEOYFMVAmt |
| Land Bldg Equip Cost Or Other Bss | $383,342 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $187,243 | LandBldgEquipAccumDeprecAmt |
| Land BOY | $240,347 | LandBOYAmt |
| Land EOY | $196,099 | LandEOYAmt |
| Land EOYFMV | $196,099 | LandEOYFMVAmt |
| Other Assets BOY | $10,711,278 | OtherAssetsBOYAmt |
| Other Assets EOY | $3,132,415 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $3,132,415 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $150,426,845 | TotalAssetsBOYAmt |
| Total Assets EOY | $117,513,185 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $117,513,185 | TotalAssetsEOYFMVAmt |
| Accounts Payable BOY | $666,892 | AccountsPayableBOYAmt |
| Accounts Payable EOY | $935,313 | AccountsPayableEOYAmt |
| Grants Payable BOY | $1,966,568 | GrantsPayableBOYAmt |
| Other Liabilities BOY | $1,605,365 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $533,666 | OtherLiabilitiesEOYAmt |
| Total Liabilities BOY | $4,238,825 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $1,468,979 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $142,831,880 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | $115,076,176 | NoDonorRstrNetAssestsEOYAmt |
| Donor Rstr Net Assets BOY | $3,356,140 | DonorRstrNetAssetsBOYAmt |
| Donor Rstr Net Assets EOY | $968,030 | DonorRstrNetAssetsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $146,188,020 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $116,044,206 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $150,426,845 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $117,513,185 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $146,188,020 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$30,391,297 | ExcessRevenueOverExpensesAmt |
| Other Increases | $626,294 | OtherIncreasesAmt |
| Subtotal | $116,423,017 | SubtotalAmt |
| Other Decreases | $378,811 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $116,044,206 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (6 entries)
| PropertyPropertyDesc | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt |
|---|---|---|---|---|---|---|---|
| PUBLICLY TRADED SECURITIES | $1,404,739 | $273 | $1,404,466 | $1,404,466 | |||
| COMPAAS (WRITE OFF) | $250,000 | -$250,000 | -$250,000 | P | 2022-03-07 | 2023-12-01 | |
| BITWISE (WRITE OFF) | $11,068,410 | -$11,068,410 | -$11,068,410 | P | 2019-05-02 | 2023-12-31 | |
| BLOKABLE (WRITE OFF) | $499,998 | -$499,998 | -$499,998 | P | 2019-08-02 | 2023-12-31 | |
| ST CAPITAL LOSS FROM PASSTHROUGHS | $903 | -$903 | -$903 | P | 2023-01-01 | 2023-12-31 | |
| LT CAPITAL GAINS FROM PASSTHROUGHS | $160,277 | -$160,277 | -$160,277 | P | 2022-12-30 | 2023-12-31 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | -$10,575,122 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | -$903 | NetShortTermCapitalGainLossAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $31,545 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $31,545 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $31,545 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $549,303 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $549,303 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $517,758 | OverpaymentAmt |
| Applied To ES Tax | $517,758 | AppliedToESTaxAmt |
| Refund | $0 | RefundAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (1) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | CA | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | Yes (1) | PrivateOperatingFoundationInd |
| New Substantial Contributors | 0 | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | WWW.KAPORCENTER.ORG | WebsiteAddressTxt |
| Individual With Books | JIMMY UNG | IndividualWithBooksNm |
| Phone | 5104886600 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2148 BROADWAY | AddressLine1Txt |
| City | OAKLAND | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 94612 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | 0 | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | 0 | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | 0 | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | Yes (1) | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | Yes (1) | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | 0 | ActsFailToQlfyAsExceptionsInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | 0 | BusinessHoldingsInd |
| Jeopardy Investments | 0 | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | 0 | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | 0 | InfluenceLegislationInd |
| Influence Election | 0 | InfluenceElectionInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Grants To Organizations | Yes (1) | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Transactions Fail To Qlfy As Exc | 0 | TransactionsFailToQlfyAsExcInd |
| Maintained Expenditure Rspns | Yes (1) | MaintainedExpenditureRspnsInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (4 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| MITCHELL D KAPOR | ||||||||
| 2148 BROADWAY | OAKLAND | CA | 94612 | PRESIDENT | 2.00 | $0 | $0 | $0 |
| FREADA KAPOR-KLEIN | ||||||||
| 2148 BROADWAY | OAKLAND | CA | 94612 | CHAIR | 2.00 | $0 | $0 | $0 |
| ALLISON SCOTT | ||||||||
| 2148 BROADWAY | OAKLAND | CA | 94612 | SECR / CHIEF EXECUTIVE OFFICER | 40.00 | $429,423 | $36,656 | $0 |
| ROBIN WILSON | ||||||||
| 2148 BROADWAY | OAKLAND | CA | 94612 | TREASURER | 20.00 | $0 | $0 | $0 |
Compensation Highest Paid Empl CompensationHighestPaidEmplGrp (5 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee BenefitsEmployeeBenefitsAmt | Expense AccountExpenseAccountAmt |
|---|---|---|---|---|---|---|---|---|
| SONIA KOSHY | ||||||||
| 2148 BROADWAY | OAKLAND | CA | 94612 | CHIEF RESEARCH OFFIC | 40.00 | $220,495 | $60,703 | $0 |
| LILIBETH GANGAS | ||||||||
| 2148 BROADWAY | OAKLAND | CA | 94612 | CHIEF TECH COMMUNITY | 40.00 | $231,594 | $17,246 | $0 |
| KIMBERLY BARDAKIAN | ||||||||
| 2148 BROADWAY | OAKLAND | CA | 94612 | SR. DIRECTOR OF PART | 40.00 | $210,256 | $38,305 | $0 |
| DINAH CONSUEGRA | ||||||||
| 2148 BROADWAY | OAKLAND | CA | 94612 | CHIEF OF STAFF AND L | 40.00 | $220,411 | $25,650 | $0 |
| CYNTHIA OVERTON | ||||||||
| 2148 BROADWAY | OAKLAND | CA | 94612 | SR. DIR TECH WORKPLA | 40.00 | $204,058 | $38,786 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Employee Paid Over50k | 10 | OtherEmployeePaidOver50kCnt |
Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp (5 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Service TypeServiceTypeTxt | CompensationCompensationAmt |
|---|---|---|---|---|---|
| WEARERALLY LLC | |||||
| 5670 WILSHIRE BLVD STE 820 | LOS ANGELES | CA | 900365613 | COMMUNICATIONS CONSULTANT | $249,420 |
| RENARD H RAGSDALE | |||||
| 695 PYLANT STREET SUITE 109 | ATLANTA | GA | 30306 | COMMUNICATIONS / DESIGN | $99,275 |
| BERLIN ROSEN LLC | |||||
| 15 MAIDEN LN STE 1600 | NEW YORK | NY | 100385111 | PUBLIC RELATIONS | $93,093 |
| COVINGTON & BURLING LLP | |||||
| 850 10TH STREET NW | WASHINGTON | DC | 20001 | LEGAL SERVICES | $77,648 |
| MOSS ADAMS LLP | |||||
| PO BOX 101822 | PASADENA | CA | 911891822 | AUDTING / TAX SERVICES | $68,200 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contractor Paid Over50k | 1 | ContractorPaidOver50kCnt |
Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | STRENGTHEN TECH ECOSYSTEMS: TO ADDRESS CRITICAL NEEDS WITHIN MARGINALIZED COMMUNITIES TO PROMOTE MEANINGFUL AND INCLUSIVE PARTICIPATION IN THE TECHNOLOGY ECONOMY. | Description1Txt |
| Expenses1 | $8,544,763 | Expenses1Amt |
| Description2 | COMPUTER SCIENCE EQUITY: TO INCREASE ACCESS AND PARTICIPATION IN K-12 AND POSTSECONDARY COMPUTER SCIENCE EDUCATION PATHWAYS, ESPECIALLY AMONG GROUPS WITHOUT ACCESS AND OPPORTUNITY TO PURSUE COMPUTING CAREERS. | Description2Txt |
| Expenses2 | $3,136,931 | Expenses2Amt |
| Description3 | TECH WORKFORCE DIVERSITY: TO INCREASE DIVERSITY AND INCLUSION ACROSS ALL LEVELS OF THE TECH WORKPLACE. | Description3Txt |
| Expenses3 | $629,971 | Expenses3Amt |
| Description4 | THE FOUNDATION ALSO PROVIDES FISCAL SPONSORSHIP FOR VARIOUS PROJECTS. THE FISCAL SPONSORSHIP IS MEANT TO PROVIDE A SHORT-TERM BRIDGE FOR SELECT EXTERNAL EFFORTS THAT ARE CLOSELY ALIGNED WITH OUR MISSION AND WORK, ENABLING PROJECT LEADERS TO RECEIVE FUNDS AND MANAGE PROJECT-RELATED EXPENSES WHILE MOVING WITHIN A REASONABLE TIME FRAME TOWARD INDEPENDENT 501(C)(3) STATUS OR A SUITABLE PUBLIC CHARITY AS A FISCAL SPONSOR. | Description4Txt |
| Expenses4 | $443,036 | Expenses4Amt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $4,837,587 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $46,840,860 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $73,932,030 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $125,610,477 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $125,610,477 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $1,884,157 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $123,726,320 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $6,186,316 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sect4942j3j5 Fndtn And Frgn Org | Yes (X) | Sect4942j3j5FndtnAndFrgnOrgInd |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $17,282,541 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $17,282,541 | QualifyingDistributionsAmt |
Private Operating Foundations PrivateOperatingFoundationsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Private Operating Fndtn Ruling | 2018-08-09 | PrivateOperatingFndtnRulingDt |
| Section4942j3 | Yes (X) | Section4942j3Ind |
Lessor Adj Net Incm Min Invst Ret LessorAdjNetIncmMinInvstRetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $2,865,802 | CurrentYearAmt |
| Year1 | $3,496,390 | Year1Amt |
| Year2 | $8,648,763 | Year2Amt |
| Year3 | $547,041 | Year3Amt |
| Total | $15,557,996 | TotalAmt |
Pct85 Lessor Adj Incm Or Min Ret Pct85LessorAdjIncmOrMinRetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $2,435,932 | CurrentYearAmt |
| Year1 | $2,971,932 | Year1Amt |
| Year2 | $7,351,449 | Year2Amt |
| Year3 | $464,985 | Year3Amt |
| Total | $13,224,297 | TotalAmt |
Qualifying Distributions QualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $17,282,541 | CurrentYearAmt |
| Year1 | $20,387,917 | Year1Amt |
| Year2 | $14,517,693 | Year2Amt |
| Year3 | $19,493,266 | Year3Amt |
| Total | $71,681,417 | TotalAmt |
Qualifying Distri Not Used Drt QualifyingDistriNotUsedDrtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $10,251,226 | CurrentYearAmt |
| Year1 | $12,197,988 | Year1Amt |
| Year2 | $5,210,358 | Year2Amt |
| Year3 | $6,722,003 | Year3Amt |
| Total | $34,381,575 | TotalAmt |
Qualifying Distri Made Drt QualifyingDistriMadeDrtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $7,031,315 | CurrentYearAmt |
| Year1 | $8,189,929 | Year1Amt |
| Year2 | $9,307,335 | Year2Amt |
| Year3 | $12,771,263 | Year3Amt |
| Total | $37,299,842 | TotalAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Total Assets Sect4942j3 Bi TotalAssetsSect4942j3BiGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Two Thirds Minimum Invst Ret TwoThirdsMinimumInvstRetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $4,124,211 | CurrentYearAmt |
| Year1 | $5,213,402 | Year1Amt |
| Year2 | $5,765,842 | Year2Amt |
| Year3 | $3,093,698 | Year3Amt |
| Total | $18,197,153 | TotalAmt |
Total Support TotalSupportGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Public Support Type PublicSupportType
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Largest Support From EO LargestSupportFromEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Gross Investment Income GrossInvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | MITCHELL D KAPOR | ContributingManagerNm |
| Contributing Manager | FREADA KAPOR-KLEIN | ContributingManagerNm |
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | APPLICATIONS ACCEPTED ONLINE ONLY | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2148 BROADWAY | AddressLine1Txt |
| City | OAKLAND | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 94612 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 5102554650 | RecipientPhoneNum |
| Form And Info And Materials | WE HAVE A PAPER-FREE PROCESS, SO ALL GRANT REQUESTS MUST BE SUBMITTED USING OUR ONLINE APPLICATION. APPLICANTS MUST HAVE A CONVERSATION WITH THE APPROPRIATE FOUNDATION STAFF BEFORE SUBMITTING A GRANT REQUEST. WE USUALLY FOLLOW-UP WITH A PHONE CALL OR SITE VISIT TO ORGANIZATIONS WE ARE INTERESTED IN SUPPORTING BEFORE MAKING A RECOMMENDATION TO OUR BOARD, WHICH MEETS REGULARLY TO CONSIDER GRANT RECOMMENDATIONS. WE ARE PARTICULARLY INTERESTED IN WORKING WITH ORGANIZATIONS THAT HAVE A RACIAL JUSTICE ANALYSIS AND AN INTEGRATED USE OF INFORMATION TECHNOLOGY. CONSIDERATIONS INCLUDE: LEADERSHIP/CONSTITUENCY OF AND FOCUS ON LOW-INCOME COMMUNITIES OF COLOR; APPROPRIATE DIVERSE REPRESENTATION OF STAFF AND BOARD; APPROPRIATE USE OF AVAILABLE INFORMATION TECHNOLOGY TO FURTHER MISSION, REACH, AND EFFICIENCY; AND BASED IN THE SAN FRANCISCO BAY AREA. | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | ONGOING | SubmissionDeadlinesTxt |
| Restrictions On Awards | IN ORDER TO BE ELIGIBLE FOR A GRANT FROM THE KAPOR FOUNDATION, AN ORGANIZATION MUST HAVE IRC 501(C)(3) STATUS AND BE CLASSIFIED AS NOT A PRIVATE FOUNDATION" UNDER SECTION 509(A), OR HAVE A SIMILARLY QUALIFIED FISCAL SPONSOR. THE FOUNDATION NEVER GRANTS TO INDIVIDUALS FOR PERSONAL PROJECTS, AND RARELY FUNDS: (1) ORGANIZATIONS THAT ARE NOT QUALIFIED CHARITIES WITH IRC 501(C)(3) STATUS OR THAT DO NOT HAVE A SIMILARLY QUALIFIED FISCAL SPONSOR; SUPPORTING ORGANIZATIONS GENERALLY DO NOT QUALIFY FOR OUR GRANTS; (2) ACADEMIC RESEARCH NOT RELATED TO OR SUPPORTIVE OF OTHER ONGOING FOUNDATION INTERESTS, OR THAT DOES NOT HAVE PRACTICAL APPLICATIONS WHICH HELP OUR TARGET POPULATIONS; (3) SPECIAL-EVENT FUNDRAISING ACTIVITIES; OR (4) PROGRAMS THAT DO NOT ADDRESS OUR INTEREST AREAS. | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (41 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|---|
| AI FOR THE PEOPLE INC | ||||||||
| 2 SAINT FELIX PLACE | BROOKLYN | NY | 11217 | N/A | PC | TO SUPPORT AN ACTIONABLE AI PROJECT. | $150,000 | |
| AUBIN PICTURES INC | ||||||||
| 138 GRAND ST 5WR | NEW YORK | NY | 10013 | N/A | PC | TO SUPPORT DIASPORA FARMS OUR BODY POLITIC PODCAST. | $175,000 | |
| BEYOND EMPANCIPATION | ||||||||
| 675 HEGENBERGER RD STE 100 | OAKLAND | CA | 94612 | N/A | PC | TO BE UTILIZED FOR DIRECT CLIENT ASSISTANCE FOR INDEPENDENT LIVING PROGRAM (ILP) PARTICIPANTS. | $5,000 | |
| BRIGHT FUNDS FOUNDATION | ||||||||
| PO BOX 53125 | SAN JOSE | CA | 95153 | N/A | PC | GENERAL SUPPORT | $66,379 | |
| BRIGHTER BEGINNINGS | ||||||||
| 2468 INTERNATIONAL BLVD | OAKLAND | CA | 94601 | N/A | PC | ADOPT A FAMILY PROGRAM | $2,500 | |
| BROOKINGS INSTITUTION | ||||||||
| 1775 MASSACHUSETTS AVENUE NW | WASHINGTON | DC | 20036 | N/A | PC | TO SUPPORT AI EQUITY LAB | $200,000 | |
| CALVIN HILL DAY CARE CENTER INC | ||||||||
| 150 HIGHLAND ST | NEW HAVEN | CT | 06511 | N/A | PC | TO SUPPORT RESEARCH PROJECT ON THE IMPACT OF THE CALVIN HILL DAY CARE CENTER. | $50,000 | |
| CAMELBACK VENTURES INC | ||||||||
| 9169 W STATE STREET STE 430 | GARDEN CITY | ID | 83714 | N/A | PC | TO SUPPORT FOUNDERS FUND | $25,000 | |
| CODE FOR SCIENCE AND SOCIETY INC | ||||||||
| 3439 SE HAWTHORNE BLVD 247 | PORTLAND | OR | 97214 | N/A | PC | FOR THE ALGORITHMIC JUSTICE LEAGUES GENERAL OPERATING EXPENSES TO SUPPORT THEIR FELLOWSHIP PROGRAM; TO SUPPORT ORGANIZATIONS WORKING TO MAKE THE TECHNOLOGY ECOSYSTEM MORE DIVERSE AND INCLUSIVE, AND WITH WHOM WE'D LIKE TO FOSTER COLLABORATION OVER TIME; AND TO SUPPORT THE DISTRIBUTED ARTIFICIAL INTELLIGENCE RESEARCH INSTITUTE. | $983,333 | |
| CODECREW | ||||||||
| 460 SOUTH HIGHLAND ST SUITE 901 | MEMPHIS | TN | 38111 | N/A | PC | GIGABYTE EXCITE SPONSORSHIP | $5,000 | |
| CODEPATHORG | ||||||||
| 5214F DIAMOND HTS BLVD UNIT 1154 | SAN FRANCISCO | CA | 94131 | N/A | PC | TO SUPPORT PROJECT, BOOSTING JOB BASED LEARNING AND CONTINUING EDUCATION OPPORTUNITIES FOR BLN COMMUNITY COLLEGE STUDENTS. | $100,000 | |
| CONSUMER REPORTS INC | ||||||||
| 101 TRUMAN AVE | YONKERS | NY | 10703 | N/A | PC | TO SUPPORT A TECH VIDEO SERIES TO DRIVE AWARENESS AND ENGAGEMENT ON THE TOPIC OF ALGORITHMIC BIAS | $40,000 | |
| DESTINY ARTS CENTER | ||||||||
| 970 GRACE AVE | OAKLAND | CA | 94608 | N/A | PC | TO SUPPORT THE DESTINY ARTS CENTER GALA | $258 | |
| DETROIT PUBLIC SCHOOLS COMMUNITY DISTRICT | ||||||||
| 3011 W GRAND BLVD 11TH FLOOR FISHER | DETROIT | MI | 48202 | N/A | GOV | TO HELP FIVE COMPUTER SCIENCE EDUCATORS; TO SUPPORT ASSISTANCE DIRECT K-12 CS EDUCATION | $300,910 | BLDG |
| DR HUEY P NEWTON FOUNDATION | ||||||||
| 248 3RD STREET SUITE 727 | OAKLAND | CA | 94607 | N/A | PC | TO SUPPORT THE PRODUCTION OF BLACK PANTHER PARTY VR EXPERIENCE AND K-12 CURRICULUM | $40,000 | |
| FREE PRESS INC (DISINFO DEFENSE LEAGUE) | ||||||||
| PO BOX 60238 | FLORENCE | MA | 01062 | N/A | PC | TO SUPPORT YOUR DISINFO DEFENSE LEAGUE PROJECTS | $150,000 | |
| FRIENDS OF PERALTA HACIENDA HISTORICAL PARK | ||||||||
| PO BOX 7172 | OAKLAND | CA | 94601 | N/A | PC | TO SUPPORT THE TOWN NIGHTS PROGRAM | $5,000 | |
| GEORGIA TECH FOUNDATION INC | ||||||||
| 760 SPRING STREET NW SUITE 400 | ATLANTA | GA | 30308 | N/A | PC | TO BENEFIT THE CONSTELLATIONS CENTER FOR EQUITY IN COMPUTING AT THE GEORGIA INSTITUTE OF TECHNOLOGY (INSTITUTE), IN ORDER TO SUPPORT A SENIOR FELLOW POSITION | $175,000 | |
| GREATER WASHINGTON EDUCATIONAL TELECOMMUNICATIONS ASSOCIATION INC (WETA) | ||||||||
| 3939 CAMPBELL AVENUE | ARLINGTON | VA | 22206 | N/A | PC | TO SUPPORT THE INKWELL SOCIETY | $100,000 | |
| HARVARD UNIVERSITY | ||||||||
| PO BOX 419209 | BOSTON | MA | 02138 | N/A | PC | TO SUPPORT THE HUTCHINS CENTER | $15,000 | |
| HISPANIC HERITAGE FOUNDATION | ||||||||
| 1001 PENNSYLVANIA AVE NW 7TH FL STE | WASHINGTON | DC | 20004 | N/A | PC | TO SUPPORT THE LATINE TECH ECOSYSTEM REPORT DISSEMINATION AND LAUNCH PARTNERSHIP. | $20,000 | 7111 |
| HOPEWELL FUND | ||||||||
| 1828 L ST NW SUITE 300-D | WASHINGTON | DC | 20036 | N/A | PC | TO SUPPORT ALL TECH IS HUMAN AS A COMMUNITY PARTNER TO LIFT UP THE WORK OF CONSUMER REPORTS DIGITAL LAB AND THE RELEASE OF THE BAD INPUT VIDEO SERIES | $5,000 | |
| IMPACTASSETSINC | ||||||||
| 4340 EAST WEST HIGHWAY 210 | BETHESDA | MD | 20814 | N/A | PC | TO SUPPORT YOUR VOICES FOR ETHICAL AI PROJECT | $150,000 | |
| LAWYERS COMMITTEE CIVIL RIGHTS UNDER LAW | ||||||||
| 1401 NEW YORK AVENUE NW SUITE 400 | WASHINGTON | DC | 20005 | N/A | PC | TO SUPPORT DIGITAL JUSTICE INITIATIVE. | $100,000 | |
| MISSION BIT | ||||||||
| 101A CLAY STREET 121 | SAN FRANCISCO | CA | 94111 | N/A | PC | 2022 GALA FUND-A-NEED PLEDGE | $5,000 | |
| MOZILLA FOUNDATION | ||||||||
| 2 HARRISON ST SUITE 175 | SAN FRANCISCO | CA | 94105 | N/A | PC | TO ENCOURAGE AUDIENCES TO CONTINUE TAKING ACTION ON THE IMPACT OF BIASES IN AI AND BIG DATA THAT RESULT IN UNFAIR PRACTICES AND DISCRIMINATION | $5,000 | |
| NATIONAL SKILLS COALITION | ||||||||
| 1250 CONNECTICUT AVENUE NW SUITE | WASHINGTON | DC | 20036 | N/A | PC | TO SUPPORT THE PROJECT, ADVANCING TECH PATHWAYS POLICY EFFORTS VIA STATE AND NATIONAL COALITIONS. | $75,000 | 200 |
| NEW VENTURE FUND | ||||||||
| 1828 L ST NW SUITE 300-A | WASHINGTON | DC | 20036 | N/A | PC | TO SUPPORT THE PUBLIC INTEREST TECHNOLOGY UNIVERSITY NETWORK. | $100,000 | |
| NORTHEASTERN UNIVERSITY | ||||||||
| 360 HUNTINGTON AVENUE 4 SP | BOSTON | MA | 02115 | N/A | PC | TO SUPPORT THE PROJECT, MIAMI INNOVATION ACADEMY. | $25,000 | |
| NPOWER INC | ||||||||
| 55 WASHINGTON STREET SUITE 560 | BROOKLYN | NY | 11201 | N/A | PC | TO SUPPORT THE PROJECT, ACCELERATING CYBERSECURITY JOB ENTRY AMONG WOMEN OF COLOR. | $200,000 | |
| OAKLAND PUBLIC EDUCATION FUND | ||||||||
| PO BOX 71005 | OAKLAND | CA | 94612 | N/A | PC | TO SUPPORT OUSD'S COMPUTER SCIENCE FUND IN ORDER TO HIRE A NEW TEACHER ON SPECIAL ASSIGNMENT, UNTIL THE PERMANENT POSITION IS FINALIZED WITH OUSD IN JUNE; TO SUPPORT A POSITION TO RESEARCH PLAN, AND DESIGN TECH WORKFORCE STRATEGIES FOR YOUNG ADULTS IN OAKLAND. | $175,519 | |
| SAY WHAT MEDIA LLC | ||||||||
| 5116 ROCKWOOD PKWY NW | WASHINGTON | DC | 20016 | N/A | NC | TO SUPPORT THE RACE CARD PROJECT | $764,827 | |
| SMASH (MK LEVEL PLAYING FIELD INSTITUTE) | ||||||||
| 2148 BROADWAY | OAKLAND | CA | 94612 | N/A | PC | TO SUPPORT YOUTH STEM PROGRAMS | $2,510,000 | |
| SOGOREA TE LAND TRUST | ||||||||
| PO BOX 6758 | OAKLAND | CA | 94603 | N/A | PC | GENERAL SUPPORT | $100,000 | |
| ST VINCINT DE PAUL OF ALAMEDA COUNTY | ||||||||
| 2272 SAN PABLO AVENUE | OAKLAND | CA | 94612 | N/A | PC | GENERAL SUPPORT | $2,500 | |
| TALK TECH ASSOCIATION | ||||||||
| 447 BROADWAY 2ND FLOOR 514 | NEW YORK | NY | 10013 | N/A | PC | TO SUPPORT BLACK WOMEN TALK TECH | $15,000 | |
| TECHEQUITY COLLABORATIVE | ||||||||
| PO BOX 310 | MARTINEZ | CA | 94553 | N/A | PC | TO SUPPORT THE PROJECT, BUILDING A CALIFORNIA CAMPAIGN TO ENSURE THE RESPONSIBLE DEPLOYMENT OF AI. | $150,000 | |
| THE BARACK OBAMA FOUNDATION | ||||||||
| 5235 S HARPER CT STE 1140 | CHICAGO | IL | 60615 | N/A | PC | GENERAL SUPPORT | $2,000,000 | |
| UC BERKELEY FOUNDATION | ||||||||
| 1995 UNIVERSITY AVENUE SUITE 400 | BERKELEY | CA | 94704 | N/A | PC | TO PROVIDE SCHOLARSHIPS AND PROGRAMMATIC SUPPORT FOR ALUMNI OF THE EXTERNAL SMASH PROGRAM | $1,000,000 | |
| YALE UNIVERSITY | ||||||||
| 2 WHITNEY AVE 6TH FLOOR | NEW HAVEN | CT | 06510 | N/A | PC | TO ESTABLISH AN ENDOWED FUND FOR THE BENEFIT OF YALE COLLEGE, TO SUPPORT THE FIRST-YEAR SCHOLARS PROGRAM. | $250,000 | |
| YOUTH ALIVE | ||||||||
| 3300 ELM ST | OAKLAND | CA | 94609 | N/A | PC | TO "BREAK THE CYCLE OF VIOLENCE AND UPLIFT A THRIVING COMMUNITY OF LEADERS ROOTED IN OAKLAND AND BEYOND THROUGH PREVENTION, INTERVENTION, HEALING AND ADVOCACY." | $10,000 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $10,251,226 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $2,343,189 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $701,996 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | -$10,413,942 | ExclusionAmt |
Other Revenue Described OtherRevenueDescribedGrp (3 entries)
| DescDesc | ExclusionExclusionCd | ExclusionExclusionAmt | Related Or Exempt Function IncmRelatedOrExemptFunctionIncmAmt |
|---|---|---|---|
| MISCELLANEOUS INCOME | 01 | $26,700 | |
| FISCAL SPONSORSHIP FEES | $5,000 | ||
| EXCISE TAX BENEFIT | 01 | $229,163 |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | -$7,112,894 | ExclusionAmt |
| Related Or Exempt Function Incm | $5,000 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | -$7,107,894 | TotalIncomeProducingActyAmt |
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Line Number | 11B | LineNumberTxt |
| Relationship Statement | FEES EARNED FROM PROJECTS ALIGNED WITH ORGANIZATION'S MISSION AND WORK | RelationshipStatementTxt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | 0 | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | 0 | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | 0 | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | 0 | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | 0 | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | 0 | RelationshipsNonchrtblEOInd |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp (9 entries)
| ContributorContributorNum | Address Line1ContributorUSAddress/AddressLine1Txt | CityContributorUSAddress/CityNm | State AbbreviationContributorUSAddress/StateAbbreviationCd | ZIPContributorUSAddress/ZIPCd | Total ContributionsTotalContributionsAmt | Person ContributionPersonContributionInd |
|---|---|---|---|---|---|---|
| AMERICAN INDIAN SCIENCE AND ENGINEERING SOCIETY | ||||||
| 1 | 6321 RIVERSIDE PLAZA LANE NW UNIT A | ALBUQUERQUE | NM | 87120 | $193,751 | Yes (X) |
| LEGACY VENTURES | ||||||
| 2 | 180 LYTTON AVENUE | PALO ALTO | CA | 94104 | $233,813 | Yes (X) |
| DUKE UNIVERSITY | ||||||
| 3 | 2200 WEST MAIN ST STE 300 | DURHAM | NC | 27705 | $99,261 | Yes (X) |
| LAYTON-LAZO SONS FUND (JP MORGAN) | ||||||
| 4 | 165 TOWNSHIP LINE ROAD SUITE 1200 | JENKINTOWN | PA | 19046 | $7,500 | Yes (X) |
| MICROSOFT | ||||||
| 5 | 1 MICROSOFT WAY | REDMOND | WA | 98052 | $50,000 | Yes (X) |
| MITCHELL KAPOR | ||||||
| 6 | 2148 BROADWAY | OAKLAND | CA | 94612 | $17,434 | Yes (X) |
| UNIVERSITY OF TEXAS AUSTIN | ||||||
| 7 | 10100 BURNET ROAD MC R8700 | AUSTIN | TX | 78758 | $5,000 | Yes (X) |
| CSDETROIT STEERING COMMITTEE | ||||||
| 8 | 2148 BROADWAY | OAKLAND | CA | 94612 | $5,161 | Yes (X) |
| FORD FOUNDATION | ||||||
| 9 | 320 EAST 43RD STREET | NEW YORK | NY | 10017 | $250,000 | Yes (X) |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING SERVICES | CategoryTxt |
| Amt | $68,200 | Amt |
| Net Investment Income | $34,100 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $34,100 | DisbursementsCharitablePrpsAmt |
Expenditure Responsibility Stmt ExpenditureResponsibilityStmt
Expenditure Responsibility ExpenditureResponsibilityGrp (5 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | GrantGrantDt | GrantGrantAmt | Purpose Of GrantPurposeOfGrantTxt | Expended By GranteeExpendedByGranteeAmt | Any Diversion By GranteeAnyDiversionByGranteeTxt | Dates Of Reports By GranteeDatesOfReportsByGranteeTxt | VerificationVerificationDt |
|---|---|---|---|---|---|---|---|---|---|---|
| BW INDUSTRIES INC - PRI LOAN | ||||||||||
| 700 VAN NESS AVE | FRESNO | CA | 93721 | 2019-11-26 | $7,500,000 | FUNDS WILL BE USED AS OUTLINED IN APPENDIX A TO ESTABLISH AND OPERATE A WORKFORCE, INDUSTRY AND INFRASTRUCTURE ECOSYSTEM IN OAKLAND TO BE KNOWN AS BITWISE EAST BAY ("BWEB"). IN 2023, THE ORGANIZATION FILED FOR BANKRUPTCY, WENT OUT OF BUSINESS, AND IS NO LONGER OPERATIONAL; THE ORGANIZATION IS CURRENTLY WORKING TO OBTAIN FINAL REPORTS ON HOW THE REMAINING FUNDS WERE USED. DURING 2023, THE PRI WAS WRITTEN-OFF. | $2,573,332 | NO EVIDENCE OF DIVERSION | 10/7/22 | 2022-10-07 |
| INTERVIEWINGIO - PRI LOAN | ||||||||||
| 637 NATOMA ST UNIT 4 | SAN FRANCISCO | CA | 94103 | 2020-07-30 | $150,000 | INTERVIEWING.IO DEFFERAL PROGRAM WHICH MADE IT POSSIBLE FOR 250 OF USERS TO PRACTICE NOW AND PAY LATER. | $150,000 | NO DIVERSION | 10/30/24 | 2024-10-30 |
| SV ACADEMY - PRI LOAN | ||||||||||
| 12 GRACE STREET 3RD FLOOR | SAN FRANCISCO | CA | 94117 | 2020-07-13 | $150,000 | ACCOMPLISH ONE OR MORE OF THE NOTEHOLDER'S CHARITABLE PURPOSES | $150,000 | NO DIVERSION | 11/06/24 | 2024-11-06 |
| CALIFORNIA REBUILDING FUND LLC - PRI LOAN | ||||||||||
| 986 MISSION STREET 4TH FLOOR | SAN FRANCISCO | CA | 94103 | 2020-12-11 | $1,000,000 | ADDRESSING THE CAPITAL NEEDS OF ECONOMICALLY VULNERABLE SMALL BUSINESSES LOCATED IN DISADVANTAGED COMMUNITIES IN THE STATE OF CALIFORNIA. | $1,000,000 | NO DIVERSION | 08/30/24 | 2024-08-30 |
| SAY WHAT MEDIA LLC (THE RACE CARD PROJECT) | ||||||||||
| 5116 ROCKWOOD PKWY NW | WASHINGTON | DC | 20016 | 2023-02-02 | $764,827 | GRANTEE SHALL USE THE GRANT FUNDS FOR THE PROJECT DESCRIBED IN EXHIBIT A TO THIS AGREEMENT (THE "PROJECT"), SPECIFICALLY WORK ENCOURAGING PUBLIC DISCUSSION ABOUT DIVERSITY IN WAYS THAT CUT THROUGH OBVIOUS DIFFERENCES TO PRESENT UNIQUE AND INDIVIDUAL LIVED EXPERIENCES. | $447,757 | NO DIVERSION | 11/12/24 | 2024-11-12 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (20 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| ACLIMA | $1,520,904 | $1,520,904 |
| ADVANCED CLEAN LABS | $100,000 | $100,000 |
| ASANA | $1,948,411 | $1,948,411 |
| BLAVITY | $1,000,000 | $1,000,000 |
| BLOCPOWER | $1,000,000 | $1,000,000 |
| C NOTE | $249,999 | $249,999 |
| ELITE GAMING LIVE | $125,000 | $125,000 |
| EPALS | $326,047 | $326,047 |
| FANDOM (FKA FEDERATED MEDIA PUBLISHING) | $107,952 | $107,952 |
| GUSTO | $1,141,763 | $1,141,763 |
| JOONKO | $250,005 | $250,005 |
| PROMISE | $3,848,093 | $3,848,093 |
| PROTOCOL LABS | $200,000 | $200,000 |
| STICKY TECHNOLOGIES | $10,034 | $10,034 |
| SPILL | $325,000 | $325,000 |
| SWING EDUCATION | $152,309 | $152,309 |
| TWILIO | $303,480 | $303,480 |
| WIKIA, INC. | $429,362 | $429,362 |
| UBER | $2,955,360 | $2,955,360 |
| ZAZZLE (SOCIETY CAFE) | $36,423 | $36,423 |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (47 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| ACHIEVE PARTNERS WORKFORCE FUND I, LP | FMV | $571,867 | $571,867 |
| ADELANTE GLOBAL PROPERTY SECURITIES, LP | FMV | $2,006,648 | $2,006,648 |
| ASPECT VENTURES, LP | FMV | $5,212,751 | $5,212,751 |
| BASE VENTURE FUND II, LP | FMV | $566,392 | $566,392 |
| BASE10 ADVANCEMENT INITIATIVE FUND I LP | FMV | $391,792 | $391,792 |
| CATAMOUNT VENTURES III, LP | FMV | $85,656 | $85,656 |
| CATAMOUNT VENTURES IV, LP | FMV | $379,970 | $379,970 |
| CLAREMONT CREEK VENTURES II, LP | FMV | $179,217 | $179,217 |
| COLLAB FUND I, LLC | FMV | $317,349 | $317,349 |
| COLLIDE CAPITAL FUND I, LP | FMV | $169,771 | $169,771 |
| CROSS CULTURE VENTURES I, LP | FMV | $3,481,798 | $3,481,798 |
| EQUAL VENTURES OPPORTUNITY 1, LP | FMV | $148,072 | $148,072 |
| EQUAL VENTURES 2, LP | FMV | $40,688 | $40,688 |
| FIRST CLOSE PARTNERS I, LP | FMV | $184,892 | $184,892 |
| GENERATION IM ASIA FUND | FMV | $1,824,301 | $1,824,301 |
| GENERATION IM CLIMATE SOLUTIONS FUND (II) (U.S.), LP | FMV | $766,416 | $766,416 |
| GENERATION IM CLIMATE SOLUTIONS I FUND (U.S.), LP | FMV | $121,260 | $121,260 |
| GENERATION IM FUND PLC | FMV | $28,977,918 | $28,977,918 |
| GENERATION IM SUSTAINABLE SOLUTIONS IV (A), ILP | FMV | $365,541 | $365,541 |
| GLOBAL SME GROWTH FUND LP | FMV | $2,430,230 | $2,430,230 |
| GUTTER CAPITAL FUND II, LP | FMV | $60,018 | $60,018 |
| HOMEBREW VENTURES II, LP | FMV | $1,407,944 | $1,407,944 |
| INDIE FUND I, LP | FMV | $45,603 | $45,603 |
| INFINITY VC FUND I LP | FMV | $278,636 | $278,636 |
| JANUARY VENTURES FUND II LP | FMV | $114,058 | $114,058 |
| KAPOR CAPITAL III LP | FMV | $2,152,659 | $2,152,659 |
| KAPOR CAPITAL OPPORTUNITY FUND | FMV | $585,225 | $585,225 |
| MAC VENTURE CAPITAL II, LP | FMV | $727,654 | $727,654 |
| MONARCH COLLECTIVE FUND, LP | FMV | $41,817 | $41,817 |
| OATV, LP | FMV | $256,516 | $256,516 |
| OPERATOR COLLECTIVE FUND II - Q LP | FMV | $110,636 | $110,636 |
| PACIFIC COMMUNITY VENTURES INVESTMENT PARTNERS III, LLC | FMV | $35,639 | $35,639 |
| PRECURSOR VENTURES I, LP | FMV | $2,154,401 | $2,154,401 |
| PRECURSOR VENTURES III, LP | FMV | $651,774 | $651,774 |
| PRECURSOR VENTURES IV LP | FMV | $321,000 | $321,000 |
| PRECURSOR FUND V, LP | FMV | $45,268 | $45,268 |
| REACH, LP | FMV | $528,409 | $528,409 |
| REACH III, LP | FMV | $615,213 | $615,213 |
| REACH IV, LP | FMV | $84,919 | $84,919 |
| ROBLE VENTURES FUND I, LP | FMV | $431,405 | $431,405 |
| SERENA VENTURES FUND I, LP | FMV | $269,971 | $269,971 |
| STEELSKY VENTURES-EMPIRE FUND LP | FMV | $503,975 | $503,975 |
| THE LEGALTECH FUND I LP | FMV | $310,104 | $310,104 |
| VILCAP INVESTMENTS, LLC | FMV | $115,150 | $115,150 |
| WIREFRAME, LP | FMV | $1,121,742 | $1,121,742 |
| XYZ VENTURE CAP FUND IV, LP | FMV | $33,429 | $33,429 |
| XYZ VENTURE CAP GO FASTER FUND II, LP | FMV | $51,029 | $51,029 |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL FEES | CategoryTxt |
| Legal Fees | $84,089 | LegalFeesAmt |
| Net Investment Income | $42,045 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $42,045 | DisbursementsCharitablePrpsAmt |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp (5 entries)
| DescDesc | BOY Book ValueBOYBookValueAmt | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| PROGRAM-RELATED INVESTMENTS | $8,850,000 | $1,300,000 | $1,300,000 |
| INTEREST RECEIVABLE | $836,124 | $147,829 | $147,829 |
| RECEIVABLE FROM STAFF | $5,102 | $5,417 | $5,417 |
| CRYPTOCURRENCY | $1,020,052 | $1,506,314 | $1,506,314 |
| RECEIVABLE FROM KEI | $0 | $172,855 | $172,855 |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail (2 entries)
| DescDesc | AmtAmt |
|---|---|
| UNREALIZED LOSS ON INVESTMENTS | $163,077 |
| IMPAIRMENT LOSS ON CRYPTOCURRENCY | $215,734 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (8 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| BANK SERVICE CHARGES | $5,657 | $5,657 | $0 | $0 |
| INSURANCE | $13,963 | $0 | $0 | $5,515 |
| OFFICE SUPPLIES AND EXPENSE | $77,564 | $0 | $0 | $77,564 |
| DUES & MEMBERSHIPS | $35,264 | $0 | $0 | $35,264 |
| DEBT FORGIVENESS EXPENSE | $8,389,985 | $0 | $0 | $0 |
| SPONSORSHIPS/MARKETING | $532,913 | $0 | $0 | $532,913 |
| STAFF / EXTERNAL GIFTS | $21,715 | $0 | $0 | $21,715 |
| ACCRUAL TO CASH ADJUSTMENT | $0 | $0 | $0 | -$268,421 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (4 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt |
|---|---|---|---|
| OTHER INCOME/LOSS PER K-1S | $0 | -$531,597 | -$531,597 |
| MISCELLANEOUS INCOME | $26,700 | $26,700 | |
| FISCAL SPONSORSHIP FEES | $5,000 | $5,000 | |
| EXCISE TAX BENEFIT | $229,163 | $229,163 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | PRIOR PERIOD ADJUSTMENT | Desc |
| Amt | $626,294 | Amt |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail (2 entries)
| DescDesc | BOY Book ValueBOYBookValueAmt | EOY Book ValueEOYBookValueAmt |
|---|---|---|
| DEFERRED TAX LIABILITIES | $1,389,123 | $533,666 |
| PAYABLE FROM KEI | $216,242 | $0 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (6 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| PAYROLL & BENEFIT FEES | $25,271 | $0 | $0 | $25,271 |
| KEI CONSULTING FEES | $1,093,930 | $58,744 | $0 | $1,251,428 |
| PROGRAM CONSULTANT | $932,560 | $0 | $0 | $932,560 |
| ADMINISTRATIVE FEE | $5,000 | $0 | $0 | $5,000 |
| OTHER FEES FOR SERVICES | $503,754 | $0 | $0 | $503,754 |
| INVESTMENT MANAGEMENT FEES | $195,000 | $195,000 | $0 | $0 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| FEDERAL EXCISE TAX | $200,000 | $0 | $0 | $200,000 |
| PROPERTY TAXES | $673 | $0 | $0 | $673 |
| OTHER TAXES, LICENSES, AND FEES | $482 | $0 | $0 | $482 |