INTREPID PHILANTHROPY FOUNDATION: Form 990PF, tax year 2024

View the entire original 990 at ProPublica ↗

Organization: INTREPID PHILANTHROPY FOUNDATION (EIN 30-0527867)
Tax period: 2024-01-01 to 2024-12-31
Filed: 2025-05-12
IRS object ID: 202531329349103913
Schema version: 2024v5.1
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
Investments Corp Bonds Schedule
Investments Corp Stock Schedule
Investments Other Schedule2
Legal Fees Schedule
Other Assets Schedule
Other Expenses Schedule
Other Income Schedule2
Other Increases Schedule
Other Professional Fees Schedule

Return header ReturnHeader

Field	Value	IRS element (for citing)
Return	2025-05-12T17:08:39-05:00	ReturnTs
Tax Period End	2024-12-31	TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

Field	Value	IRS element (for citing)
Preparer Firm EIN	814234542	PreparerFirmEIN

Preparer Firm Name PreparerFirmName

Field	Value	IRS element (for citing)
Business Name Line1	BPM LLP	BusinessNameLine1Txt

Preparer US Address PreparerUSAddress

Field	Value	IRS element (for citing)
Address Line1	10 ALMADEN BOULEVARD SUITE 1000	AddressLine1Txt
City	SAN JOSE	CityNm
State Abbreviation	CA	StateAbbreviationCd
ZIP	951132238	ZIPCd

Field	Value	IRS element (for citing)
Return Type	990PF	ReturnTypeCd
Tax Period Begin	2024-01-01	TaxPeriodBeginDt

Filer Filer

Field	Value	IRS element (for citing)
EIN	300527867	EIN

Business Name BusinessName

Field	Value	IRS element (for citing)
Business Name Line1	INTREPID PHILANTHROPY FOUNDATION	BusinessNameLine1Txt

Field	Value	IRS element (for citing)
Business Name Control	INTR	BusinessNameControlTxt
Phone	4155616540	PhoneNum

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	1660 BUSH STREET 300	AddressLine1Txt
City	SAN FRANCISCO	CityNm
State Abbreviation	CA	StateAbbreviationCd
ZIP	94109	ZIPCd

Business Officer BusinessOfficerGrp

Field	Value	IRS element (for citing)
Person	KAREN LESHNER	PersonNm
Person Title	PRESIDENT	PersonTitleTxt
Phone	4155616540	PhoneNum
Signature	2025-05-12	SignatureDt
Discuss With Paid Preparer	Yes (1)	DiscussWithPaidPreparerInd

Field	Value	IRS element (for citing)
IRS Responsible Prty Info Curr	Yes (1)	IRSResponsiblePrtyInfoCurrInd

Preparer Person PreparerPersonGrp

Field	Value	IRS element (for citing)
Preparer Person	TAMARA L MCINERNEY	PreparerPersonNm
PTIN	P00011797	PTIN
Phone	4089616300	PhoneNum
Preparation	2025-05-12	PreparationDt

Field	Value	IRS element (for citing)
Tax	2024	TaxYr
Build TS	2025-03-06 01:10:19Z	BuildTS

Form 990-PF IRS990PF

Field	Value	IRS element (for citing)
Address Change	Yes (X)	AddressChangeInd
Organization501c3 Exempt PF	Yes (X)	Organization501c3ExemptPFInd
FMV Assets EOY	$2,529,702	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	$178,414	ContriRcvdRevAndExpnssAmt
Interest On Sav Rev And Expnss	$592	InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm	$592	InterestOnSavNetInvstIncmAmt
Dividends Rev And Expnss	$53,611	DividendsRevAndExpnssAmt
Dividends Net Invst Incm	$81,056	DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss	$29,090	NetGainSaleAstRevAndExpnssAmt
Gross Sales Price	$177,176	GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm	$176,292	CapGainNetIncmNetInvstIncmAmt
Other Income Rev And Expnss	$0	OtherIncomeRevAndExpnssAmt
Other Income Net Invst Incm	$4,101	OtherIncomeNetInvstIncmAmt
Total Rev And Expnss	$261,707	TotalRevAndExpnssAmt
Total Net Invst Incm	$262,041	TotalNetInvstIncmAmt
Comp Ofcr Dir Trst Rev And Expnss	$0	CompOfcrDirTrstRevAndExpnssAmt
Comp Ofcr Dir Trst Net Invst Incm	$0	CompOfcrDirTrstNetInvstIncmAmt
Comp Ofcr Dir Trst Dsbrs Chrtbl	$0	CompOfcrDirTrstDsbrsChrtblAmt
Legal Fees Rev And Expnss	$10,897	LegalFeesRevAndExpnssAmt
Legal Fees Net Invst Incm	$0	LegalFeesNetInvstIncmAmt
Legal Fees Dsbrs Chrtbl	$9,045	LegalFeesDsbrsChrtblAmt
Accounting Fees Rev And Expnss	$10,807	AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm	$5,404	AccountingFeesNetInvstIncmAmt
Accounting Fees Chrtbl Prps	$5,403	AccountingFeesChrtblPrpsAmt
Other Prof Fees Rev And Expnss	$283,876	OtherProfFeesRevAndExpnssAmt
Other Prof Fees Net Invst Incm	$0	OtherProfFeesNetInvstIncmAmt
Other Prof Fees Dsbrs Chrtbl	$278,588	OtherProfFeesDsbrsChrtblAmt
Taxes Net Invst Incm	$536	TaxesNetInvstIncmAmt
Trav Conf Meeting Rev And Expnss	$63,382	TravConfMeetingRevAndExpnssAmt
Trav Conf Meeting Net Invst Incm	$0	TravConfMeetingNetInvstIncmAmt
Trav Conf Meeting Dsbrs Chrtbl	$63,382	TravConfMeetingDsbrsChrtblAmt
Other Expenses Rev And Expnss	$24,690	OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm	$18,859	OtherExpensesNetInvstIncmAmt
Other Expenses Dsbrs Chrtbl	$9,340	OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss	$393,652	TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm	$24,799	TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl	$365,758	TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss	$390,582	ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl	$533,332	ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss	$784,234	TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm	$24,799	TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl	$899,090	TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses	-$522,527	ExcessRevenueOverExpensesAmt
Net Investment Income	$237,242	NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

Field	Value	IRS element (for citing)
Cash BOY	$182,487	CashBOYAmt
Cash EOY	$40,124	CashEOYAmt
Cash EOYFMV	$40,124	CashEOYFMVAmt
Sav And Temp Cash Invst BOY	$905,265	SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY	$459,298	SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV	$459,298	SavAndTempCashInvstEOYFMVAmt
Prepaid Expenses EOY	$2,837	PrepaidExpensesEOYAmt
Prepaid Expenses EOYFMV	$2,837	PrepaidExpensesEOYFMVAmt
Corporate Stock BOY	$0	CorporateStockBOYAmt
Corporate Stock EOY	$199,916	CorporateStockEOYAmt
Corporate Stock EOYFMV	$210,678	CorporateStockEOYFMVAmt
Corporate Bonds BOY	$237,038	CorporateBondsBOYAmt
Corporate Bonds EOY	$249,036	CorporateBondsEOYAmt
Corporate Bonds EOYFMV	$219,902	CorporateBondsEOYFMVAmt
Other Investments BOY	$627,397	OtherInvestmentsBOYAmt
Other Investments EOY	$377,397	OtherInvestmentsEOYAmt
Other Investments EOYFMV	$1,596,863	OtherInvestmentsEOYFMVAmt
Other Assets BOY	$15,293	OtherAssetsBOYAmt
Other Assets EOY	$0	OtherAssetsEOYAmt
Other Assets EOYFMV	$0	OtherAssetsEOYFMVAmt
Total Assets BOY	$1,967,480	TotalAssetsBOYAmt
Total Assets EOY	$1,328,608	TotalAssetsEOYAmt
Total Assets EOYFMV	$2,529,702	TotalAssetsEOYFMVAmt
Accounts Payable BOY	$58,599	AccountsPayableBOYAmt
Accounts Payable EOY	$54,291	AccountsPayableEOYAmt
Grants Payable BOY	$215,000	GrantsPayableBOYAmt
Grants Payable EOY	$100,000	GrantsPayableEOYAmt
Total Liabilities BOY	$273,599	TotalLiabilitiesBOYAmt
Total Liabilities EOY	$154,291	TotalLiabilitiesEOYAmt
Organization Follows FASB117	Yes (X)	OrganizationFollowsFASB117Ind
No Donor Rstr Net Assests BOY	$1,693,881	NoDonorRstrNetAssestsBOYAmt
No Donor Rstr Net Assests EOY	$1,174,317	NoDonorRstrNetAssestsEOYAmt
Tot Net Ast Or Fund Balances BOY	$1,693,881	TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY	$1,174,317	TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY	$1,967,480	TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY	$1,328,608	TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

Field	Value	IRS element (for citing)
Tot Net Ast Or Fund Balances BOY	$1,693,881	TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses	-$522,527	ExcessRevenueOverExpensesAmt
Other Increases	$2,963	OtherIncreasesAmt
Subtotal	$1,174,317	SubtotalAmt
Other Decreases	$0	OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY	$1,174,317	TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (4 entries)

PropertyPropertyDesc	How AcquiredHowAcquiredCd	Gross Sales PriceGrossSalesPriceAmt	Gain Or LossGainOrLossAmt	Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt	Cost Or Other BasisCostOrOtherBasisAmt
POTRERO CAPITAL RESEARCH PARNTERS	P	$65,937	$65,937	$65,937
AB FINANCIAL SERVICES OPPORTUNITIES LP	P	$16,302	$16,302	$16,302
PANORAMIC PARTNERS LP	P	$30,537	$30,537	$30,537
SCHWAB	P	$64,400	$63,516	$63,516	$884

Field	Value	IRS element (for citing)
Capital Gain Net Income	$176,292	CapitalGainNetIncomeAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

Field	Value	IRS element (for citing)
Investment Income Excise Tax	$3,298	InvestmentIncomeExciseTaxAmt
Tax Under Section511	$0	TaxUnderSection511Amt
Subtotal	$3,298	SubtotalAmt
Subtitle A Tax	$0	SubtitleATaxAmt
Tax Based On Investment Income	$3,298	TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx	$6,296	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	$6,296	TotalPaymentsAndCreditsAmt
Es Penalty	$0	EsPenaltyAmt
Overpayment	$2,998	OverpaymentAmt
Applied To ES Tax	$2,998	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	0	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.INTREPID-PHILANTHROPY.ORG	WebsiteAddressTxt
Individual With Books	PACIFIC FOUNDATION SERVICES	IndividualWithBooksNm
Phone	4155616540	PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

Field	Value	IRS element (for citing)
Address Line1	1660 BUSH STREET 300	AddressLine1Txt
City	SAN FRANCISCO	CityNm
State Abbreviation	CA	StateAbbreviationCd
ZIP	94109	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	0	FurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified Prsn	0	PayCompDisqualifiedPrsnInd
Transfer Ast Disqualified Prsn	0	TransferAstDisqualifiedPrsnInd
Payment To Government Official	0	PaymentToGovernmentOfficialInd
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	0	GrantsToOrganizationsInd
Noncharitable Purpose	0	NoncharitablePurposeInd
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 (3 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
KAREN LESHNER
1660 BUSH STREET 300	SAN FRANCISCO	CA	94109	FOUNDER & PRESIDENT	8.00	$0	$0	$0
DAVID WAGONFELD
1660 BUSH STREET 300	SAN FRANCISCO	CA	94109	TREASURER	1.00	$0	$0	$0
JOANNE SCHNEIDER
1660 BUSH STREET 300	SAN FRANCISCO	CA	94109	SECRETARY	1.25	$0	$0	$0

Field	Value	IRS element (for citing)
Comp Of Hghst Pd Empl Or NONE	NONE	CompOfHghstPdEmplOrNONETxt
Other Employee Paid Over50k	0	OtherEmployeePaidOver50kCnt

Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp

Business Name BusinessName

Field	Value	IRS element (for citing)
Business Name Line1	ROCKEFELLER PHILANTHROPY ADVISORS	BusinessNameLine1Txt

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	44 MONTGOMERY STREET SUITE 850	AddressLine1Txt
City	SAN FRANCISCO	CityNm
State Abbreviation	CA	StateAbbreviationCd
ZIP	94104	ZIPCd

Field	Value	IRS element (for citing)
Service Type	ADVISING	ServiceTypeTxt
Compensation	$165,556	CompensationAmt

Field	Value	IRS element (for citing)
Contractor Paid Over50k	0	ContractorPaidOver50kCnt

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	$211,939	AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances	$824,850	AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast	$1,717,565	FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets	$2,754,354	TotalFMVOfUnusedAssetsAmt
Reduction Claimed	$0	ReductionClaimedAmt
Acquisition Indebtedness	$0	AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast	$2,754,354	AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable	$41,315	CashDeemedCharitableAmt
Net Vl Noncharitable Assets	$2,713,039	NetVlNoncharitableAssetsAmt
Minimum Investment Return	$135,652	MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

Field	Value	IRS element (for citing)
Minimum Investment Return	$135,652	MinimumInvestmentReturnAmt
Tax Based On Investment Income	$3,298	TaxBasedOnInvestmentIncomeAmt
Total Tax	$3,298	TotalTaxAmt
Distributable Before Adj	$132,354	DistributableBeforeAdjAmt
Recoveries Qualfied Distri	$27,750	RecoveriesQualfiedDistriAmt
Distributable Before Ded	$160,104	DistributableBeforeDedAmt
Deduction From Distributable	$0	DeductionFromDistributableAmt
Distributable As Adjusted	$160,104	DistributableAsAdjustedAmt

PF Qualifying Distributions PFQualifyingDistributionsGrp

Field	Value	IRS element (for citing)
Expenses And Contributions	$899,090	ExpensesAndContributionsAmt
Program Related Invst Total	$0	ProgramRelatedInvstTotalAmt
Qualifying Distributions	$899,090	QualifyingDistributionsAmt

Undistributed Income UndistributedIncomeGrp

Field	Value	IRS element (for citing)
Distributable As Adjusted	$160,104	DistributableAsAdjustedAmt
Undistributed Income PY	$0	UndistributedIncomePYAmt
Total For Prior Years	$0	TotalForPriorYearsAmt
Excess Distribution Cyov Yr5	$983,388	ExcessDistributionCyovYr5Amt
Excess Distribution Cyov Yr4	$829,201	ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr3	$708,565	ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr2	$624,405	ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1	$672,791	ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov	$3,818,350	TotalExcessDistributionCyovAmt
Qualifying Distributions	$899,090	QualifyingDistributionsAmt
Applied To Year1	$0	AppliedToYear1Amt
Applied To Prior Years	$0	AppliedToPriorYearsAmt
Treated As Distri From Corpus	$0	TreatedAsDistriFromCorpusAmt
Applied To Current Year	$160,104	AppliedToCurrentYearAmt
Remaining Distri From Corpus	$738,986	RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus	$0	ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY	$0	ExcessDistributionCyovAppCYAmt
Total Corpus	$4,557,336	TotalCorpusAmt
Prior Year Undistributed Incm	$0	PriorYearUndistributedIncmAmt
Prior Year Deficiency Or Tax	$0	PriorYearDeficiencyOrTaxAmt
Taxable1	$0	Taxable1Amt
Taxable2	$0	Taxable2Amt
Undistributed Income CY	$0	UndistributedIncomeCYAmt
Corpus Distri170b1 E Or4942g3	$0	CorpusDistri170b1EOr4942g3Amt
Excess Distri Cyov From Yr5	$983,388	ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr	$3,573,948	ExcessDistriCyovToNextYrAmt
Excess From Year4	$829,201	ExcessFromYear4Amt
Excess From Year3	$708,565	ExcessFromYear3Amt
Excess From Year2	$624,405	ExcessFromYear2Amt
Excess From Year1	$672,791	ExcessFromYear1Amt
Excess From Current Year	$738,986	ExcessFromCurrentYearAmt

Supplementary Information SupplementaryInformationGrp

Field	Value	IRS element (for citing)
Contributing Manager	KAREN LESHNER	ContributingManagerNm

Application Submission Info ApplicationSubmissionInfoGrp (2 entries)

Address Line1RecipientUSAddress/AddressLine1Txt	CityRecipientUSAddress/CityNm	State AbbreviationRecipientUSAddress/StateAbbreviationCd	ZIPRecipientUSAddress/ZIPCd	Recipient PhoneRecipientPhoneNum	Form And Info And MaterialsFormAndInfoAndMaterialsTxt	Submission DeadlinesSubmissionDeadlinesTxt	Restrictions On AwardsRestrictionsOnAwardsTxt
WENDY YU EINHORN VP OF GRANTS MANAG
1660 BUSH STREET 300	SAN FRANCISCO	CA	94109	4155616500	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
WENDY YU EINHORN VP OF GRANTS MANAG
1660 BUSH STREET 300	SAN FRANCISCO	CA	94109	4155616500	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

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (47 entries)

Address Line1RecipientUSAddress/AddressLine1Txt	CityRecipientUSAddress/CityNm	State AbbreviationRecipientUSAddress/StateAbbreviationCd	ZIPRecipientUSAddress/ZIPCd	Recipient RelationshipRecipientRelationshipTxt	Recipient Foundation StatusRecipientFoundationStatusTxt	Grant Or Contribution PurposeGrantOrContributionPurposeTxt	AmtAmt
PARENTS AND TEACHERS OF BUENA VISTA HORACE MANN
3351 23RD STREET	SAN FRANCISCO	CA	94110	NONE	PC	THE LIGHT AWARDS PROJECT ENGAGING DIVERSE YOUTH THROUGH STRONG DUAL IMMERSION	$10,000
PHILANTHROPIC VENTURES FOUNDATION
1222 PRESERVATION PARK WAY	OAKLAND	CA	94612	NONE	PC	THE LIGHT AWARDS PROJECT OUR CHANGING PLANET - COMMUNITY OF PRACTICE	$10,000
SEQUOIA UNION HIGH SCHOOL DISTRICT
480 JAMES AVE REDWOOD CITY CA 94062	REDWOOD CITY	CA	94062	NONE	GOV	THE LIGHT AWARDS PROJECT PBL FOR NEWCOMERS: LANGUAGE DEVELOPMENT, ENGAGEMENT AND EMPOWERMENT	$10,000
WEST CONTRA COSTA UNIFIED SCHOOL DISTRICT
1108 BISSELL AVENU	RICHMOND	CA	948013135	NONE	GOV	THE LIGHT AWARDS PROJECT PROJECT BASED GEOMETRY AND THE TRADES	$10,000
DAVIS JOINT UNIFIED SCHOOL DISTRICT
526 B STREET	DAVIS	CA	95616	NONE	GOV	THE LIGHT AWARDS PROJECT RAISING A COMMUNITY OF WRITERS	$10,000
ALAMEDA UNIFIED SCHOOL DISTRICT
2060 CHALLENGER DRIVE	ALAMEDA	CA	94501	NONE	GOV	THE LIGHT AWARDS PROJECT THE POWER OF PLAY	$10,000
LOS AMIGOS DE MANZANITA SEED
2409 E 27TH STREET	OAKLAND	CA	94601	NONE	PC	THE LIGHT AWARDS PROJECT RETURNING TO OUR ROOTS: CRAFTING EMPOWERING LEARNING	$20,000
SPARK SF PUBLIC SCHOOLS
135 VAN NESS ROOM 119	SAN FRANCISCO	CA	94102	NONE	PC	THE LIGHT AWARDS PROJECT UNLOCKING THE SCIENCE OF BILITERACY	$20,000
SHORELINE UNIFIED SCHOOL DISTRICT
PO BOX 198	TOMALES	CA	94971	NONE	GOV	THE LIGHT AWARDS PROJECT INQUIRY TO EMPOWER COLLECTIVE EFFICACY	$20,000
SAN MATEO UNION HIGH SCHOOL DISTRICT
506 N DELAWARE STREET	SAN MATEO	CA	94401	NONE	GOV	THE LIGHT AWARDS PROJECT EQUITY FOR SMHS SCIENCE STUDENTS	$20,000
YU MING CHARTER SCHOOL
2501 CHESTNUT ST	OAKLAND	CA	94607	NONE	PC	THE LIGHT AWARDS PROJECT BILINGUAL DEI LEARNING THROUGH PROJECT BASED LEARNING	$20,000
EVERGREEN SCHOOL DISTRICT
3188 QUIMBY ROAD	SAN JOSE	CA	95148	NONE	GOV	THE LIGHT AWARDS PROJECT TRANSFORMING OUR KINDER-FIRST GRADE LITERACY PROGRAM	$20,000
EAST SIDE UNION HIGH SCHOOL DISTRICT
830 NORTH CAPITOL AVENUE	SAN JOSE	CA	95133	NONE	GOV	THE LIGHT AWARDS PROJECT ECOSYSTEMS OF ETHNIC STUDIES FOR SOCIAL JUSTICE	$20,000
OAKLAND UNIFIED SCHOOL DISTRICT
1011 UNION STREET	OAKLAND	CA	94607	NONE	GOV	THE LIGHT AWARDS PROJECT CULTIVATING CONVERSATION: INCREASING STUDENT TALK IN THE CLASSROOM	$20,000
OAKLAND UNIFIED SCHOOL DISTRICT
1011 UNION STREET	OAKLAND	CA	94607	NONE	GOV	THE LIGHT AWARDS PROJECT CULTIVATING OUR COLLECTIVE EFFICACY	$20,000
DAVIS JOINT UNIFIED SCHOOL DISTRICT
526 B STREET	DAVIS	CA	95616	NONE	GOV	THE LIGHT AWARDS PROJECT RAISING A COMMUNITY OF WRITERS. THIS PAYMENT IS AN ADDITIONAL PAYMENT FOR AN AWARD THAT WAS ORGINALLY MADE APRIL 2023.	$18,832
SAN LEANDRO UNIFIED SCHOOL DISTRICT
1145 ALADDIN AVENUE	SAN LEANDRO	CA	94577	NONE	GOV	THE LIGHT AWARDS PROJECT IMPROVING OUTCOMES FOR MULTILINGUAL SCHOLARS THROUGH COLLECTIVE CAPACITY BUILDING. THIS PAYMENT IS AN ADDITIONAL PAYMENT FOR AN AWARD THAT WAS ORGINALLY MADE APRIL 2022	$16,000
BREAKTHROUGH SILICON VALLEY
1635 PARK AVE 138	SAN JOSE	CA	95126	NONE	PC	GENERAL OPERATING SUPPORT	$25,000
PHILANTHROPIC VENTURES FOUNDATION
1222 PRESERVATION PARK WAY	OAKLAND	CA	94612	NONE	PC	AGENCY BY DESIGN OAKLAND	$100,000
QUEENS OF THE CASTRO
3949 RUBY ST	OAKLAND	CA	94609	NONE	PC	GENERAL OPERATING SUPPORT	$10,000
LOS ALTOS MOUNTAIN VIEW COMMUNITY FOUNDATION
183 HILLVIEW AVENUE	LOS ALTOS	CA	94022	NONE	PC	MVLA SCHOLARS	$10,000
LA RAZA COMMUNITY RESOURCE CENTER INC
474 VALENCIA ST STE 100	SAN FRANCISCO	CA	94608	NONE	PC	GENERAL OPERATING SUPPORT	$1,000
OAKLAND LITERACY COALITION
2744 E 11TH ST SUITE A10	OAKLAND	CA	94601	NONE	PC	INTERNAL TEAM LEARNING	$2,500
OAKLAND LITERACY COALITION
2744 E 11TH ST SUITE A10	OAKLAND	CA	94601	NONE	PC	END OF YEAR CAMPAIGN	$10,000
NEW YORK CITY GAY AND LESBIAN ANTI-VIOLENCE PROJECT
116 NASSAU ST 3RD FLOOR	NEW YORK	NY	10038	NONE	PC	GENERAL OPERATING SUPPORT	$2,500
BLACK WOMEN'S BLUEPRINT INC
201 MAIN STREET	BOONVILLE	NY	13309	NONE	PC	GENERAL OPERATING SUPPORT	$2,500
COMMUNITY HEALTH PROJECT INC
356 WEST 18TH STREET	NEW YORK	NY	10011	NONE	PC	GENERAL OPERATING SUPPORT	$2,500
THE COMMUNITY LEAGUE OF THE HEIGHTS INC
511 WEST 157TH STREET	NEW YORK	NY	10032	NONE	PC	GENERAL OPERATING SUPPORT	$2,500
CRIME VICTIMS TREATMENT CENTER INC
40 EXCHANGE PLACE SUITE 510	NEW YORK	NY	10005	NONE	PC	GENERAL OPERATING SUPPORT	$2,500
KITCHEN TABLE ADVISORS
2150 ALLSTON WAY SUITE 320	BERKELEY	CA	94704	NONE	PC	GENERAL OPERATING SUPPORT	$5,000
LOS ALTOS COMMUNITY FOUNDATION
183 HILLVIEW ROAD	LOS ALTOS	CA	94022	NONE	PC	MOUNTAIN VIEW SOLIDARITY FUND	$5,000
MAKE THE ROAD NEW YORK
301 GROVE STREET	BROOKLYN	NY	11237	NONE	PC	GENERAL OPERATING SUPPORT	$2,500
MEDICAL STUDENTS FOR CHOICE
PO BOX 40935	PHILADELPHIA	PA	19107	NONE	PC	GENERAL OPERATING SUPPORT	$5,000
PHYSICIANS FOR REPRODUCTIVE HEALTH
PO BOX 35	HARTSDALE	NY	10530	NONE	PC	GENERAL OPERATING SUPPORT	$5,000
TRANS LIFELINE
548 MARKET ST	SAN FRANCISCO	CA	94104	NONE	PC	GENERAL OPERATING SUPPORT	$2,500
VOICES OF COMMUNITY ACTIVISTS AND LEADERS INC
80-A FOURTH AVENUE	BROOKLYN	NY	11217	NONE	PC	GENERAL OPERATING SUPPORT	$2,500
DONORSCHOOSE
134 W 37TH STREET	NEW YORK	NY	10018	NONE	PC	GENERAL OPERATING SUPPORT	$5,000
DONORSCHOOSE
134 W 37TH STREET	NEW YORK	NY	10018	NONE	PC	GENERAL OPERATING SUPPORT	$5,000
ALTERNATIVE FAMILY SERVICES
131B STONY CIRCLE SUITE 1200	SANTA ROSA	CA	95401	NONE	PC	GENERAL OPERATING SUPPORT	$4,000
EAST PALO ALTO KIDS FOUNDATION
PO BOX 50542	PALO ALTO	CA	94303	NONE	PC	GENERAL OPERATING SUPPORT	$2,500
EDUCATION JUSTICE ACADEMY
2309 LANSING WAY	SACRAMENTO	CA	95825	NONE	PC	GENERAL OPERATING SUPPORT	$10,000
LUNA KIDS DANCE
605 ADDISON ST	BERKELEY	CA	94710	NONE	PC	GENERAL OPERATING SUPPORT	$6,000
THE ELIZABETH PEABODY HOUSE
275-277 BROADWAY	SOMERVILLE	MA	02145	NONE	PC	GENERAL OPERATING SUPPORT	$5,000
UNIVERSITY OF CALIFORNIA BERKELEY FOUNDATION
1995 UNIVERSITY AVENUE SUITE 401	BERKELEY	CA	947041058	NONE	PC	GENERAL OPERATING SUPPORT	$10,000
MOVIMIENTO COSECHA SUPPORT NETWORK
103 FERRY ST APT 3	EASTHAMPTON	MA	01027	NONE	PC	GENERAL OPERATING SUPPORT	$2,500
BREAKTHROUGH SILICON VALLEY
1635 PARK AVE 138	SAN JOSE	CA	95126	NONE	PC	GENERAL OPERATING SUPPORT	$5,000
NEW HAVEN READS
45 BRISTOL ST	NEW HAVEN	CT	06511	NONE	PC	GENERAL OPERATING SUPPORT	$5,000

Field	Value	IRS element (for citing)
Total Grant Or Contri Pd Dur Yr	$533,332	TotalGrantOrContriPdDurYrAmt

Grant Or Contri Apprv For Fut GrantOrContriApprvForFutGrp (9 entries)

Address Line1RecipientUSAddress/AddressLine1Txt	CityRecipientUSAddress/CityNm	State AbbreviationRecipientUSAddress/StateAbbreviationCd	ZIPRecipientUSAddress/ZIPCd	Recipient RelationshipRecipientRelationshipTxt	Recipient Foundation StatusRecipientFoundationStatusTxt	Grant Or Contribution PurposeGrantOrContributionPurposeTxt	AmtAmt
LOS AMIGOS DE MANZANITA SEED
2409 E 27TH STREET	OAKLAND	CA	94601	NONE	PC	FOR THE LIGHT AWARDS PROJECT RETURNING TO OUR ROOTS: CRAFTING EMPOWERING LEARNING	$10,000
SPARK SF PUBLIC SCHOOLS
135 VAN NESS ROOM 119	SAN FRANCISCO	CA	94102	NONE	PC	FOR THE LIGHT AWARDS PROJECT UNLOCKING THE SCIENCE OF BILITERACY	$10,000
SHORELINE UNIFIED SCHOOL DISTRICT
PO BOX 198	TOMALES	CA	94971	NONE	GOV	FOR THE LIGHT AWARDS PROJECT INQUIRY TO EMPOWER COLLECTIVE EFFICACY	$10,000
SAN MATEO UNION HIGH SCHOOL DISTRICT
506 N DELAWARE STREET	SAN MATEO	CA	94401	NONE	GOV	FOR THE LIGHT AWARDS PROJECT EQUITY FOR SMHS SCIENCE STUDENTS	$10,000
YU MING CHARTER SCHOOL
2501 CHESTNUT ST	OAKLAND	CA	94607	NONE	PC	FOR THE LIGHT AWARDS PROJECT BILINGUAL DEI LEARNING THROUGH PROJECT BASED LEARNING	$10,000
EVERGREEN SCHOOL DISTRICT
3188 QUIMBY ROAD	SAN JOSE	CA	95148	NONE	GOV	FOR THE LIGHT AWARDS PROJECT TRANSFORMING OUR KINDER-FIRST GRADE LITERACY PROGRAM	$10,000
EAST SIDE UNION HIGH SCHOOL DISTRICT
830 NORTH CAPITOL AVENUE	SAN JOSE	CA	95133	NONE	GOV	FOR THE LIGHT AWARDS PROJECT ECOSYSTEMS OF ETHNIC STUDIES FOR SOCIAL JUSTICE	$10,000
OAKLAND UNIFIED SCHOOL DISTRICT
1011 UNION STREET	OAKLAND	CA	94607	NONE	GOV	FOR THE LIGHT AWARDS PROJECT CULTIVATING CONVERSATION: INCREASING STUDENT TALK IN THE CLASSROOM	$10,000
OAKLAND UNIFIED SCHOOL DISTRICT
1011 UNION STREET	OAKLAND	CA	94607	NONE	GOV	FOR THE LIGHT AWARDS PROJECT CULTIVATING OUR COLLECTIVE EFFICACY	$10,000

Field	Value	IRS element (for citing)
Total Grant Or Contri Apprv Fut	$90,000	TotalGrantOrContriApprvFutAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

Field	Value	IRS element (for citing)
Exclusion	14	ExclusionCd
Exclusion	$592	ExclusionAmt

Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl

Field	Value	IRS element (for citing)
Exclusion	14	ExclusionCd
Exclusion	$53,611	ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

Field	Value	IRS element (for citing)
Exclusion	18	ExclusionCd
Exclusion	$29,090	ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

Field	Value	IRS element (for citing)
Unrelated Business Taxbl Incm	$0	UnrelatedBusinessTaxblIncmAmt
Exclusion	$83,293	ExclusionAmt
Related Or Exempt Function Incm	$0	RelatedOrExemptFunctionIncmAmt

Field	Value	IRS element (for citing)
Total Income Producing Acty	$83,293	TotalIncomeProducingActyAmt

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

Field	Value	IRS element (for citing)
Contributor	1	ContributorNum

Contributor Business Name ContributorBusinessName

Field	Value	IRS element (for citing)
Business Name Line1	KAREN LESHNER	BusinessNameLine1Txt

Contributor US Address ContributorUSAddress

Field	Value	IRS element (for citing)
Address Line1	1660 BUSH STREET 300	AddressLine1Txt
City	SAN FRANCISCO	CityNm
State Abbreviation	CA	StateAbbreviationCd
ZIP	94109	ZIPCd

Field	Value	IRS element (for citing)
Total Contributions	$178,414	TotalContributionsAmt
Noncash Contribution	Yes (X)	NoncashContributionInd

Non Cash Property Contribution NonCashPropertyContributionGrp

Field	Value	IRS element (for citing)
Contributor	1	ContributorNum
Noncash Property	PUBLICLY TRADED SECURITIES	NoncashPropertyDesc
Fair Market Value	$178,414	FairMarketValueAmt
Received	2024-03-08	ReceivedDt

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

Field	Value	IRS element (for citing)
Category	ACCOUNTING FEES	CategoryTxt
Amt	$10,807	Amt
Net Investment Income	$5,404	NetInvestmentIncomeAmt
Disbursements Charitable Prps	$5,403	DisbursementsCharitablePrpsAmt

Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule

Investments Corporate Bonds InvestmentsCorporateBondsGrp

Field	Value	IRS element (for citing)
Bond	BERNSTEIN	BondNm
EOY Book Value	$249,036	EOYBookValueAmt
EOYFMV	$219,902	EOYFMVAmt

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp

Field	Value	IRS element (for citing)
Stock	CHARLES SCHWAB - 9728	StockNm
EOY Book Value	$199,916	EOYBookValueAmt
EOYFMV	$210,678	EOYFMVAmt

Investments Other Schedule2 InvestmentsOtherSchedule2

Investments Other InvestmentsOtherGrp (2 entries)

Category Or ItemCategoryOrItemTxt	Listed At Cost Or FMVListedAtCostOrFMVCd	Book ValueBookValueAmt	EOYFMVEOYFMVAmt
AB FINANCIAL SERVICES OP FUND & POTRERO CAPITAL RESEARCH PARTNERS	AT COST	$127,397	$1,294,306
PANORAMIC PARTNERS, L.P.	AT COST	$250,000	$302,557

Legal Fees Schedule LegalFeesSchedule

Legal Fees LegalFeesGrp

Field	Value	IRS element (for citing)
Category	LEGAL FEES	CategoryTxt
Legal Fees	$10,897	LegalFeesAmt
Net Investment Income	$0	NetInvestmentIncomeAmt
Disbursements Charitable Prps	$9,045	DisbursementsCharitablePrpsAmt

Other Assets Schedule OtherAssetsSchedule

Other Assets Schedule OtherAssetsScheduleGrp

Field	Value	IRS element (for citing)
Desc	DISTRIBUTION RECEIVABLE	Desc
BOY Book Value	$15,293	BOYBookValueAmt
EOY Book Value	$0	EOYBookValueAmt
EOYFMV	$0	EOYFMVAmt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (10 entries)

DescDesc	Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt	Net Investment IncomeNetInvestmentIncomeAmt	Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt
BANK AND CREDIT CARD FEES	$25	$0	$25
BUSINESS EXPENSES	$645	$0	$645
DEFERRED EXCISE TAX EXPENSE	$13,220	$0	$0
DUES & SUBSCRIPTIONS	$5,855	$0	$3,805
INVESTMENT EXPENSES	$2,143	$18,859	$0
PUBLICATIONS AND REFERENCES	$751	$0	$751
TAX FILING FEES	$100	$0	$100
TAXES	-$2,063	$0	$0
WEB HOSTING FEES	$58	$0	$58
WEBSITE DEVELOPMENT COSTS	$3,956	$0	$3,956

Other Income Schedule2 OtherIncomeSchedule2

Other Income Detail OtherIncomeDetail

Field	Value	IRS element (for citing)
Desc	PASSTHROUGH INVESTMENTS	Desc
Revenue And Expenses Per Books	$0	RevenueAndExpensesPerBooksAmt
Net Investment Income	$4,101	NetInvestmentIncomeAmt
Adjusted Net Income	$0	AdjustedNetIncomeAmt

Other Increases Schedule OtherIncreasesSchedule

Other Increases Detail OtherIncreasesDetail

Field	Value	IRS element (for citing)
Desc	COST BASIS ADJUSTMENT	Desc
Amt	$2,963	Amt

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail (4 entries)

CategoryCategoryTxt	AmtAmt	Net Investment IncomeNetInvestmentIncomeAmt	Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt
ADVISORY FEES	$201,328	$0	$201,328
MANAGEMENT FEES	$37,260	$0	$37,260
OTHER PROFESSIONAL FEES	$5,288	$0	$0
ADVISORY BOARD STIPENDS	$40,000	$0	$40,000