INTREPID PHILANTHROPY FOUNDATION: Form 990PF, tax year 2019
View the entire original 990 at ProPublica ↗
- Organization
- INTREPID PHILANTHROPY FOUNDATION (EIN 30-0527867)
- Tax period
- 2019-01-01 to 2019-12-31
- Filed
- 2020-05-29
- IRS object ID
- 202021509349101127
- Schema version
- 2019v5.1
- 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 Other Schedule2
- Legal Fees Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2020-05-29T14:59:32-05:00 | ReturnTs |
| Tax Period End | 2019-12-31 | 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 | 4200 BOHANNON DRIVE SUITE 250 | AddressLine1Txt |
| City | MENLO PARK | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 940251021 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2019-01-01 | 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 | 4155430733 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 44 MONTGOMERY STREET NO 1400 | AddressLine1Txt |
| City | SAN FRANCISCO | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 94104 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | KAREN LESHNER | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 4155430733 | PhoneNum |
| Signature | 2020-05-15 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | TAMARA L MCINERNEY | PreparerPersonNm |
| PTIN | P00011797 | PTIN |
| Phone | 6508556800 | PhoneNum |
| Preparation | 2020-05-15 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2019 | TaxYr |
| Build TS | 2022-09-23 18:48:47Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $4,311,046 | 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 | $400,680 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $1,903 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $1,903 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $24,952 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $67,297 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $354,929 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $1,521,679 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $78,110 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $23,966 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | -$97 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $806,430 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $147,213 | 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 | $8,667 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $0 | LegalFeesNetInvstIncmAmt |
| Legal Fees Dsbrs Chrtbl | $8,667 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $7,300 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $3,650 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $3,650 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $188,039 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $0 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $188,039 | OtherProfFeesDsbrsChrtblAmt |
| Interest Net Invst Incm | $17,202 | InterestNetInvstIncmAmt |
| Taxes Rev And Expnss | $4,585 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $343 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $85 | TaxesDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $69,500 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Net Invst Incm | $0 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $69,500 | TravConfMeetingDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $41,328 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $29,213 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $35,056 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $319,419 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $50,408 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $304,997 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $687,864 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $907,864 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $1,007,283 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $50,408 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $1,212,861 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$200,853 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $96,805 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $993,881 | CashBOYAmt |
| Cash EOY | $915,005 | CashEOYAmt |
| Cash EOYFMV | $915,005 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $103,552 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $610,586 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $610,586 | SavAndTempCashInvstEOYFMVAmt |
| Acct Rcvbl | $32,310 | AcctRcvblAmt |
| Acct Rcvbl EOY | $32,310 | AcctRcvblEOYAmt |
| Acct Rcvbl EOYFMV | $32,310 | AcctRcvblEOYFMVAmt |
| Prepaid Expenses BOY | $2,389 | PrepaidExpensesBOYAmt |
| Prepaid Expenses EOY | $2,394 | PrepaidExpensesEOYAmt |
| Prepaid Expenses EOYFMV | $2,394 | PrepaidExpensesEOYFMVAmt |
| Corporate Bonds BOY | $260,222 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $276,194 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $265,600 | CorporateBondsEOYFMVAmt |
| Other Investments BOY | $2,499,695 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $1,612,397 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $2,485,151 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $3,859,739 | TotalAssetsBOYAmt |
| Total Assets EOY | $3,448,886 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $4,311,046 | TotalAssetsEOYFMVAmt |
| Accounts Payable BOY | $32,553 | AccountsPayableBOYAmt |
| Accounts Payable EOY | $32,553 | AccountsPayableEOYAmt |
| Grants Payable BOY | $665,000 | GrantsPayableBOYAmt |
| Grants Payable EOY | $455,000 | GrantsPayableEOYAmt |
| Total Liabilities BOY | $697,553 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $487,553 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $3,162,186 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | $2,961,333 | NoDonorRstrNetAssestsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $3,162,186 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $2,961,333 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $3,859,739 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $3,448,886 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $3,162,186 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$200,853 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $2,961,333 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $2,961,333 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (17 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | Gross Sales PriceGrossSalesPriceAmt |
|---|---|---|---|---|---|
| AILANTHUS CAPITAL PARTNERS PASSTHROUGH | P | $59,794 | -$59,794 | -$59,794 | |
| TAMARACK GLOBAL HEALTHCARE FUND QP, LP | P | $13,017 | -$13,017 | -$13,017 | |
| LYON STREET INVESTORS, LP PASSTHROUGH | P | $26,962 | -$26,962 | -$26,962 | |
| PUBLICLY TRADED SECURITIES | $475 | -$42 | -$42 | $433 | |
| AB FINANCIAL SERVICES OPPORTUNITIES DELAWARE FUND, LP PASSTHROUGH | P | $815 | $815 | $815 | |
| PUBLICLY TRADED SECURITIES | $1,093 | -$73 | -$73 | $1,020 | |
| AB FINANCIAL SERVICES OPPORTUNITIES DELAWARE FUND, LP PASSTHROUGH | P | $1,422 | $1,422 | $1,422 | |
| SOMA PARTNERS, LP PASSTHROUGH | P | $7,374 | $7,374 | $7,374 | |
| SOMA PARTNERS, LP PASSTHROUGH | P | $16,010 | $16,010 | $16,010 | |
| AILANTHUS CAPITAL PARTNERS PASSTHROUGH | P | $17,193 | $17,193 | $17,193 | |
| TAMARACK GLOBAL HEALTHCARE FUND QP, LP | P | $18,054 | $18,054 | $18,054 | |
| POTRERO CAPITAL RESEARCH PARTNERS, LP PASSTHROUGH | P | $25,399 | $25,399 | $25,399 | |
| LYON STREET INVESTORS, LP PASSTHROUGH | P | $33,981 | $33,981 | $33,981 | |
| POTRERO CAPITAL RESEARCH PARTNERS, LP PASSTHROUGH | P | $58,695 | $58,695 | $58,695 | |
| SALE OF LYON INVESTORS, LP K-1 | P | $646,200 | $0 | $0 | $646,200 |
| SALE OF ECHO STREET CAPITAL K-1 | P | $171,758 | $0 | $0 | $171,758 |
| SALE OF AILANTHUS CAPITAL K-1 | P | $524,270 | -$945 | -$945 | $523,325 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $78,110 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $1,014,745 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $4,866,479 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.208517 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $1,085,308 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $5,036,869 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.215473 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $1,076,593 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $5,133,697 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.209711 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $970,304 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $5,902,534 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.164388 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $755,523 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $6,326,854 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.119415 | DistributionYr5Rt |
| Total Distribution | 0.917504 | TotalDistributionRt |
| Average Distribution | 0.183501 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $4,129,509 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $757,769 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $968 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $758,737 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $1,212,861 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Domestic Org Meeting Sect4940e | Yes (X) | DomesticOrgMeetingSect4940eInd |
| Investment Income Excise Tax | $968 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $968 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $968 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $14,060 | EstimatedPlusOvpmtIncmTxAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $14,060 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $13,092 | OverpaymentAmt |
| Applied To ES Tax | $13,092 | 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 (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 |
|---|---|---|---|---|---|---|---|---|
| KAREN LESHNER | ||||||||
| 44 MONTGOMERY STREET SUITE 1400 | SAN FRANCISCO | CA | 94104 | FOUNDER & PRESIDENT | 8.00 | $0 | $0 | $0 |
| REBECCA K PAYNE | ||||||||
| 44 MONTGOMERY STREET SUITE 1400 | SAN FRANCISCO | CA | 94104 | DIRECTOR | 1.25 | $0 | $0 | $0 |
| DAVID WAGONFELD | ||||||||
| 44 MONTGOMERY STREET SUITE 1400 | SAN FRANCISCO | CA | 94104 | TREASURER | 1.25 | $0 | $0 | $0 |
| JOANNE SCHNEIDER | ||||||||
| 44 MONTGOMERY STREET SUITE 1400 | SAN FRANCISCO | CA | 94104 | 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 1400 | AddressLine1Txt |
| City | SAN FRANCISCO | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 94104 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Service Type | ADVISING | ServiceTypeTxt |
| Compensation | $159,053 | 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 | $251,996 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $1,151,224 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $2,789,175 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $4,192,395 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $4,192,395 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $62,886 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $4,129,509 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $206,475 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $206,475 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $968 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $968 | TotalTaxAmt |
| Distributable Before Adj | $205,507 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $23,966 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $229,473 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $229,473 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $1,212,861 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $1,212,861 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $968 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $1,211,893 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $229,473 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $447,900 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $680,885 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $800,270 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $839,431 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $753,121 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $3,521,607 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $1,212,861 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $229,473 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $983,388 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $4,504,995 | 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 | $447,900 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $4,057,095 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $680,885 | ExcessFromYear4Amt |
| Excess From Year3 | $800,270 | ExcessFromYear3Amt |
| Excess From Year2 | $839,431 | ExcessFromYear2Amt |
| Excess From Year1 | $753,121 | ExcessFromYear1Amt |
| Excess From Current Year | $983,388 | 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 |
|---|---|---|---|---|---|---|---|
| JOANNE SCHNEIDER JESSE OSTROFF ROCK | |||||||
| 44 MONTGOMERY STREET SUITE 1400 | SAN FRANCISCO | CA | 94104 | 4155430734 | INFORMATION SUBMITTED VIA EMAIL: 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 JESSE OSTROFF ROCK | |||||||
| 44 MONTGOMERY STREET SUITE 1400 | SAN FRANCISCO | CA | 94104 | 4155430734 | APPLICATIONS ARE SUBMITTED VIA AN ONLINE FORM. INFORMATION INCLUDES: PROJECT NARRATIVE, TEAM MEMBER INFORMATION, SCHOOL INFORMATION, BUDGET OUTLINE. | LOIS DUE MID-OCTOBER, SELECT LOIS ARE INVITED TO APPLY WITH A DUE DATE OF MID-JANUARY | SEE HTTP://LIGHTAWARDS.ORG/ELIGIBILITY/ |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (50 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| MORGAN HILL UNIFIED SCHOOL DISTRICT | |||||||
| 15600 CONCORD CIRCLE | MORGAN HILL | CA | 95037 | NONE | GOV | LIGHT AWARDS PROJECT - BARRETT TEACHER LEARNING LAB | $10,000 |
| SAN LORENZO UNIFIED SCHOOL DISTRICT | |||||||
| 15510 USHER STREET | SAN LORENZO | CA | 94580 | NONE | GOV | TWO LIGHT AWARDS PROJECTS - CLIMATE CHANGE SCIENCE AND AP CURRICULUM | $30,000 |
| PAUL REVERE ELEMENTARY SCHOOL PTA | |||||||
| 555 TOMPKINS AVENUE | SAN FRANCISCO | CA | 94110 | NONE | PC | LIGHT AWARDS PROJECT - SI SE PUEDE: (RE)BUILDING COMMUNITY THROUGH TEACHER DEVELOPMENT | $10,000 |
| EAST PALO ALTO ACADEMY FOUNDATION | |||||||
| PO BOX 50803 | PALO ALTO | CA | 94303 | NONE | PC | LIGHT AWARDS PROJECT - VERTICAL ALIGNMENT OF SCHOOL-WIDE ADVISORY CURRICULUM | $10,000 |
| EAST SIDE UNION HIGH SCHOOL DISTRICT | |||||||
| 830 NORTH CAPITOL AVENUE | SAN JOSE | CA | 95020 | NONE | GOV | TWO LIGHT AWARDS PROJECTS - LEADERSHIP WITH PASSION AND FLUENCY FIRST | $30,000 |
| OAKLAND PUBLIC EDUCATION FUND | |||||||
| PO BOX 71005 | OAKLAND | CA | 94612 | NONE | PC | LIGHT AWARDS PROJECT - REVVING UP FOR DUAL IMMERSION, GIFT TO GRASS VALLEY ELEMENTARY | $21,299 |
| SPARK SF PUBLIC SCHOOLS | |||||||
| 135 VAN NESS AVENUE ROOM 119 | SAN FRANCISCO | CA | 94102 | NONE | PC | THREE LIGHT AWARDS PROJECTS AND REIMAGINING TEACHER TIME AT MISSION HS | $106,565 |
| MONTEREY PENINSULA UNIFIED SCHOOL DISTRICT | |||||||
| PO BOX 1031 | MONTEREY | CA | 93942 | NONE | GOV | LIGHT AWARDS PROJECT - UPPER GRADE WRITING DEVELOPMENT | $10,000 |
| EVERGREEN SCHOOL DISTRICT | |||||||
| 3188 QUIMBY ROAD | SAN JOSE | CA | 95148 | NONE | GOV | TWO LIGHT AWARDS PROJECTS - GLAD | $30,000 |
| DE MARILLAC ACADEMY | |||||||
| 175 GOLDEN GATE AVENUE | SAN FRANCISCO | CA | 94102 | NONE | PC | LIGHT AWARDS PROJECT - IMPROVING PERSONALIZED LEARNING: SCHOOL-WIDE, 4-8 | $10,000 |
| MILLS COLLEGE | |||||||
| 5000 MACARTHUR BOULEVARD | OAKLAND | CA | 94613 | NONE | PC | LIGHT AWARDS PROJECT AND GIFT TO MILLS TEACHER SCHOLARS | $16,000 |
| OAKLAND UNIFIED SCHOOL DISTRICT | |||||||
| 1000 BROADWAY SUITE 150 | OAKLAND | CA | 94607 | NONE | GOV | LIGHT AWARDS PROJECT - DEEPENING MATHEMATICAL PRACTICES AND IMPROVING STUDENT ACCESS TO COLLEGE MATH | $20,000 |
| MOUNTAIN VIEW - WHISMAN SCHOOL DISTRICT | |||||||
| 1400 MONTECITO AVENUE | MOUNTAIN VIEW | CA | 94043 | NONE | GOV | LIGHT AWARDS PROJECT - GRAHAM MIDDLE SCHOOL STEAM DIGITAL HEROES | $20,000 |
| MANTECA UNIFIED SCHOOL DISTRICT | |||||||
| PO BOX 32 | MANTECA | CA | 95337 | NONE | GOV | LIGHT AWARDS PROJECT - MAKING SENSE OF SCIENCE WITH LOCAL EARTH SCIENCE PHENOMENA | $20,000 |
| TRACY UNIFIED SCHOOL DISTRICT | |||||||
| 1875 WEST LOWELL AVENUE | TRACY | CA | 95376 | NONE | GOV | LIGHT AWARDS PROJECT - PRACTICAL SKILLS TO DEVELOP CREATIVE INTERDISCIPLINARY LITERACY | $20,000 |
| SCOTT LANE ELEMENTARY PTA | |||||||
| 1925 SCOTT BOULEVARD | SANTA CLARA | CA | 95050 | NONE | PC | LIGHT AWARDS PROJECT - PROMOTING BILINGUALISM AND BILITERACY THROUGH DI IN SCUSD | $20,000 |
| WINTERS JOINT UNIFIED SCHOOL DISTRICT | |||||||
| 909 WEST GRANT AVENUE | WINTERS | CA | 95694 | NONE | GOV | LIGHT AWARDS PROJECT - READING AND WRITING FOR REAL - WE LOVE LUCY! | $20,000 |
| UNIVERSITY OF CALIFORNIA REGENTS | |||||||
| 2195 HEARST AVENUE ROOM 130F | BERKELEY | CA | 94720 | NONE | PC | LIGHT AWARDS PROJECT - CONTENT AREA LITERACY IN THE DIGITAL AGE | $20,000 |
| NEW TEACHER CENTER | |||||||
| 110 COOPER STREET SUITE 500 | SANTA CRUZ | CA | 95060 | NONE | PC | TWO-YEAR GRANT FOR GENERAL OPERATING SUPPORT | $50,000 |
| PLANNED PARENTHOOD FEDERATION OF AMERICA | |||||||
| 123 WILLIAM STREET FLOOR 10 | NEW YORK | NY | 10038 | NONE | PC | FOUR-YEAR GRANT FOR GENERAL OPERATING SUPPORT | $10,000 |
| GUTTMACHER INSTITUTE | |||||||
| 125 MAIDEN LANE 7TH FLOOR | NEW YORK | NY | 10038 | NONE | PC | FOUR-YEAR GRANT FOR GENERAL OPERATING SUPPORT FOR DOMESTIC WORK | $10,000 |
| BREAKTHROUGH SILICON VALLEY | |||||||
| 1635 PARK AVENUE | SAN JOSE | CA | 95126 | NONE | PC | FOR GENERAL OPERATING SUPPORT, AT THE RECOMMENDATION OF ARIEL MORRIS SPECTOR | $26,000 |
| QUEENS OF THE CASTRO | |||||||
| 4325 MARTIN LUTHER KING JR WAY | OAKLAND | CA | 94609 | NONE | PC | FOR GENERAL OPERATING SUPPORT, AT THE RECOMMENDATION OF TAICA HSU | $1,000 |
| SAN JOAQUIN COUNTY OFFICE OF EDUCATION | |||||||
| 2857 TRANSWORLD DRIVE | STOCKTON | CA | 95206 | NONE | GOV | THREE-YEAR GRANT FOR TEACHER RESIDENCY PROGRAM | $100,000 |
| KHAN ACADEMY | |||||||
| PO BOX 1630 | MOUNTAIN VIEW | CA | 94042 | NONE | PC | THREE-YEAR GRANT FOR THE TEACHER AMBASSADOR PROGRAM | $50,000 |
| RECTOR AND VISITORS OF THE UNIVERSITY OF VIRGINIA | |||||||
| PO BOX 400331 | CHARLOTTESVILLE | VA | 22904 | NONE | PC | THREE-YEAR GRANT FOR THE CONTEMPLATIVE SCIENCES CENTER | $50,000 |
| TEACH FOR AMERICA - BAY AREA | |||||||
| PO BOX 398296 | SAN FRANCISCO | CA | 94139 | NONE | PC | THREE-YEAR GRANT TO SUPPORT THE ALUMNI LEADERSHIP NETWORK | $50,000 |
| NORTH OAKLAND COMMUNITY CHARTER SCHOOL | |||||||
| 1000 42ND STREET | OAKLAND | CA | 94608 | NONE | PC | FOR GENERAL OPERATING SUPPORT, AT THE RECOMMENDATION OF JEN BLOOM | $1,000 |
| COMMUNITY SCIENCE WORKSHOP NETWORK | |||||||
| PO BOX 1307 | SANGER | CA | 93657 | NONE | PC | FOR GENERAL OPERATING SUPPORT, AT THE RECOMMENDATION OF ROBERT PRONOVOST | $1,000 |
| LOS ALTOS COMMUNITY FOUNDATION | |||||||
| 12345 EL MONTE ROAD | LOS ALTOS HILLS | CA | 94022 | NONE | PC | GRANTS TO THE KRAUSE CENTER AND MVLA SCHOLARS | $35,000 |
| JANE'S DUE PROCESS | |||||||
| PO BOX 685137 | AUSTIN | TX | 78768 | NONE | PC | THREE-YEAR GRANT FOR GENERAL OPERATING SUPPPORT | $10,000 |
| TRUST WOMEN FOUNDATION | |||||||
| PO BOX 3222 | WICHITA | KS | 67201 | NONE | PC | THREE-YEAR GRANT FOR GENERAL OPERATING SUPPPORT | $10,000 |
| DONORSCHOOSEORG | |||||||
| 134 WEST 37TH STREET 11TH FLOOR | NEW YORK | NY | 10018 | NONE | PC | FOR GENERAL OPERATING SUPPORT, AT THE RECOMMENDATION OF JENNY MAEHARA | $10,000 |
| EAST PALO ALTO KIDS FOUNDATION | |||||||
| PO BOX 50542 | PALO ALTO | CA | 94303 | NONE | PC | FOR GENERAL OPERATING SUPPORT, AT THE RECOMMENDATION OF JENNY MAEHARA | $5,000 |
| NORTH OAKLAND COMMUNITY CHARTER SCHOOL | |||||||
| 1000 42ND STREET | OAKLAND | CA | 94608 | NONE | PC | FOR GENERAL OPERATING SUPPORT, AT THE RECOMMENDATION OF JEN BLOOM | $10,000 |
| ACLU FOUNDATION OF NORTHERN CALIFORNIA | |||||||
| 39 DRUMM STREET | SAN FRANCISCO | CA | 94111 | NONE | PC | FOR GENERAL OPERATING SUPPORT, AT THE RECOMMENDATION OF KAREN LESHNER | $5,000 |
| COMMUNITY HEALTH PROJECT INC | |||||||
| 356 WEST 18TH STREET | NEW YORK | NY | 10011 | NONE | PC | FOR CALLEN-LORDE COMMUNITY HEALTH CENTER, AT THE RECOMMENDATION OF KAREN LESHNER, ON BEHALF OF JENNY LEIGH | $2,500 |
| CRIME VICTIM TREATMENT CENTER INC | |||||||
| 40 EXCHANGE PLACE SUITE 510 | NEW YORK | NY | 10005 | NONE | PC | FOR GENERAL OPERATING SUPPORT, AT THE RECOMMENDATION OF KAREN LESHNER, ON BEHALF OF JENNY LEIGH | $5,000 |
| DEMOCRACY NOW | |||||||
| 207 WEST 25TH STREET 11TH FLOOR | NEW YORK | NY | 10001 | NONE | PC | FOR GENERAL OPERATING SUPPORT, AT THE RECOMMENDATION OF KAREN LESHNER, ON BEHALF OF JENNY LEIGH | $5,000 |
| FOODBANK OF SANTA BARBARA COUNTY | |||||||
| 1525 STATE STREET SUITE 100 | SANTA BARBARA | CA | 93101 | NONE | PC | FOR GENERAL OPERATING SUPPORT, AT THE RECOMMENDATION OF KAREN LESHNER, ON BEHALF OF DR. ALLISON PAYNE | $2,500 |
| INIAN ISLANDS INSTITUTE | |||||||
| PO BOX 225 | BUSTAVUS | AK | 99826 | NONE | PC | FOR GENERAL OPERATING SUPPORT, AT THE RECOMMENDATION OF DAVID WAGONFELD | $2,500 |
| JOSEPH SLIFKA CENTER FOR JEWISH LIFE AT YALE INC | |||||||
| 80 WALL STREET | NEW HAVEN | CT | 06511 | NONE | PC | FOR GENERAL OPERATING SUPPORT, AT THE RECOMMENDATION OF DAVID WAGONFELD | $2,500 |
| TRUST FOR CONSERVATION INNOVATION | |||||||
| 405 14TH STREET SUITE 164 | OAKLAND | CA | 94612 | NONE | PC | FOR GENERAL OPERATING SUPPORT FOR KITCHEN TABLE ADVISORS, AT THE RECOMMENDATION OF KAREN LESHNER | $5,000 |
| KIPP BAY AREA SCHOOLS | |||||||
| 1000 BROADWAY SUITE 460 | OAKLAND | CA | 94607 | NONE | PC | FOR GENERAL OPERATING SUPPORT, AT THE RECOMMENDATION OF DAVID WAGONFELD | $2,500 |
| MEDICAL STUDENTS FOR CHOICE | |||||||
| PO BOX 40935 | PHILADELPHIA | PA | 19107 | NONE | PC | FOR GENERAL OPERATING SUPPORT, AT THE RECOMMENDATION OF KAREN LESHNER, ON BEHALF OF DR. ALLISON PAYNE | $5,000 |
| MIND AND LIFE INSTITUTE | |||||||
| 210 RIDGE MCINTIRE ROAD SUITE 325 | CHARLOTTESVILLE | VA | 22903 | NONE | PC | FOR GENERAL OPERATING SUPPORT, AT THE RECOMMENDATION OF KAREN LESHNER | $2,500 |
| MY NEW RED SHOES | |||||||
| 330 TWIN DOLPHIN DRIVE SUITE 135 | REDWOOD CITY | CA | 94065 | NONE | PC | FOR GENERAL OPERATING SUPPORT, AT THE RECOMMENDATION OF DAVID WAGONFELD | $2,500 |
| PHYSICIANS FOR REPRODUCTIVE HEALTH | |||||||
| 1430 BROADWAY FLOOR 16 SUITE 1614 | NEW YORK | NY | 10018 | NONE | PC | FOR GENERAL OPERATING SUPPORT, AT THE RECOMMENDATION OF KAREN LESHNER, ON BEHALF OF DR. ALLISON PAYNE | $2,500 |
| SOUTHERN POVERTY LAW CENTER | |||||||
| 400 WASHINGTON AVENUE | MONTGOMERY | AL | 36104 | NONE | PC | FOR GENERAL OPERATING SUPPORT, AT THE RECOMMENDATION OF KAREN LESHNER | $5,000 |
| THE AVALON ACADEMY | |||||||
| 818 MAHLER ROAD | BURLINGAME | CA | 94010 | NONE | PC | FOR GENERAL OPERATING SUPPORT, AT THE RECOMMENDATION OF DAVID WAGONFELD | $5,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $907,864 | TotalGrantOrContriPdDurYrAmt |
Grant Or Contri Apprv For Fut GrantOrContriApprvForFutGrp (19 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| BREAKTHROUGH SILICON VALLEY | |||||||
| 1635 PARK AVENUE | SAN JOSE | CA | 95126 | NONE | PC | FOR GENERAL OPERATING SUPPORT, AT THE RECOMMENDATION OF ARIEL MORRIS SPECTOR | $50,000 |
| EAST SIDE UNION HIGH SCHOOL DISTRICT | |||||||
| 830 NORTH CAPITOL AVENUE | SAN JOSE | CA | 95020 | NONE | GOV | LIGHT AWARDS GRANT - FLUENCY FIRST | $10,000 |
| EVERGREEN SCHOOL DISTRICT | |||||||
| 3188 QUIMBY ROAD | SAN JOSE | CA | 95148 | NONE | GOV | LIGHT AWARDS PROJECT - LEARNING TO BE GLAD | $10,000 |
| GUTTMACHER INSTITUTE | |||||||
| 125 MAIDEN LANE 7TH FLOOR | NEW YORK | NY | 10038 | NONE | PC | FOUR-YEAR GRANT FOR GENERAL OPERATING SUPPORT FOR DOMESTIC WORK | $10,000 |
| JANE'S DUE PROCESS | |||||||
| PO BOX 685137 | AUSTIN | TX | 78768 | NONE | PC | THREE-YEAR GRANT FOR GENERAL OPERATING SUPPPORT | $10,000 |
| LOS ALTOS COMMUNITY FOUNDATION | |||||||
| 12345 EL MONTE ROAD | LOS ALTOS HILLS | CA | 94022 | NONE | PC | TWO-YEAR GRANT FOR GENERAL OPERATING SUPPORT FOR KRAUSE CENTER FOR INNOVATION | $25,000 |
| MANTECA UNIFIED SCHOOL DISTRICT | |||||||
| PO BOX 32 | MANTECA | CA | 95337 | NONE | GOV | LIGHT AWARDS GRANT - MAKING SENSE OF SCIENCE WITH LOCAL EARTH SCIENCE PHENOMENA | $10,000 |
| MOUNTAIN VIEW - WHISMAN SCHOOL DISTRICT | |||||||
| 1400 MONTECITO AVENUE | MOUNTAIN VIEW | CA | 94043 | NONE | GOV | LIGHT AWARDS GRANT - GRAHAM MIDDLE SCHOOL STEAM DIGITAL HEROES | $10,000 |
| OAKLAND PUBLIC EDUCATION FUND | |||||||
| PO BOX 71005 | OAKLAND | CA | 94612 | NONE | PC | LIGHT AWARDS PROJECT - PROJECT BASED LEARNING TO IMPROVE EQUITY IN LEARNING | $10,000 |
| OAKLAND UNIFIED SCHOOL DISTRICT | |||||||
| 1000 BROADWAY SUITE 150 | OAKLAND | CA | 94607 | NONE | GOV | LIGHT AWARDS GRANT - DEEPENING MATHEMATICAL PRACTICES AND IMPROVING STUDENT ACCESS TO COLLEGE MATH | $10,000 |
| PLANNED PARENTHOOD FEDERATION OF AMERICA | |||||||
| 123 WILLIAM STREET FLOOR 10 | NEW YORK | NY | 10038 | NONE | PC | FOUR-YEAR GRANT FOR GENERAL OPERATING SUPPORT | $10,000 |
| SAN JOAQUIN COUNTY OFFICE OF EDUCATION | |||||||
| 2857 TRANSWORLD DRIVE | STOCKTON | CA | 95206 | NONE | PC | THREE-YEAR GRANT FOR THE RESIDENCY @ TCSJ PROGRAM | $200,000 |
| SAN LORENZO UNIFIED SCHOOL DISTRICT | |||||||
| 15510 USHER STREET | SAN LORENZO | CA | 94580 | NONE | GOV | LIGHT AWARDS GRANT - INCREASING ACCESS TO AP CURRICULUM FOR LANGUAGE LEARNERS | $10,000 |
| SCOTT LANE ELEMENTARY PTA | |||||||
| 1925 SCOTT BOULEVARD | SANTA CLARA | CA | 95050 | NONE | PC | LIGHT AWARDS GRANT - PROMOTING BILINGUALISM AND BILITERACY THROUGH DI IN SCUSD | $10,000 |
| SPARK SF PUBLIC SCHOOLS | |||||||
| 135 VAN NESS AVENUE ROOM 119 | SAN FRANCISCO | CA | 94102 | NONE | PC | TWO LIGHT AWARDS PROJECTS - MATH INQUIRY AND WRITING ACHIEVEMENT | $20,000 |
| TRACY UNIFIED SCHOOL DISTRICT | |||||||
| 1875 WEST LOWELL AVENUE | TRACY | CA | 95376 | NONE | GOV | LIGHT AWARDS GRANT - PRACTICAL SKILLS TO DEVELOP CREATIVE INTERDISCIPLINARY LITERACY | $10,000 |
| TRUST WOMEN FOUNDATION | |||||||
| PO BOX 3222 | WICHITA | KS | 67201 | NONE | PC | THREE-YEAR GRANT FOR GENERAL OPERATING SUPPPORT | $10,000 |
| UNIVERSITY OF CALIFORNIA REGENTS | |||||||
| 2195 HEARST AVENUE ROOM 130F | BERKELEY | CA | 94720 | NONE | PC | LIGHT AWARDS GRANT - CONTENT AREA LITERACY IN THE DIGITAL AGE | $10,000 |
| WINTERS JOINT UNIFIED SCHOOL DISTRICT | |||||||
| 909 WEST GRANT AVENUE | WINTERS | CA | 95694 | NONE | GOV | LIGHT AWARDS GRANT - READING AND WRITING FOR REAL - WE LOVE LUCY! | $10,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Apprv Fut | $445,000 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $1,903 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $24,952 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $354,929 | ExclusionAmt |
Other Revenue Described OtherRevenueDescribedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | RETURNED GRANTS | Desc |
| Related Or Exempt Function Incm | $23,966 | RelatedOrExemptFunctionIncmAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $381,784 | ExclusionAmt |
| Related Or Exempt Function Incm | $23,966 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $405,750 | 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 | 11A | LineNumberTxt |
| Relationship Statement | RETURNED GRANTS | 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
| 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 | 44 MONTGOMERY STREET SUITE 1400 | AddressLine1Txt |
| City | SAN FRANCISCO | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 94104 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $400,000 | TotalContributionsAmt |
| Person Contribution | Yes (X) | PersonContributionInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $7,300 | Amt |
| Net Investment Income | $3,650 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $3,650 | DisbursementsCharitablePrpsAmt |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond | VANGUARD SHORT TERM BOND FUND | BondNm |
| EOY Book Value | $276,194 | EOYBookValueAmt |
| EOYFMV | $265,600 | EOYFMVAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (4 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| AB FINANCIAL SERVICES OPPORTUNITIES DELAWARE FUND LP | AT COST | $250,000 | $262,811 |
| POTRERO CAPITAL RESEARCH PARTNERS, LP | AT COST | $362,397 | $1,022,192 |
| SOMA PARTNERS LP | AT COST | $500,000 | $651,782 |
| TAMARACK GLO. HLTH FUND QP, L.P | AT COST | $500,000 | $548,366 |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL FEES | CategoryTxt |
| Legal Fees | $8,667 | LegalFeesAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $8,667 | DisbursementsCharitablePrpsAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (8 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| BUSINESS EXPENSES | $430 | $0 | $0 |
| DUES AND SUBSCRIPTIONS | $4,321 | $0 | $4,325 |
| INVESTMENT EXPENSES | $1,947 | $29,213 | $0 |
| INSURANCE | $1,250 | $0 | $0 |
| PUBLICATIONS AND REFERENCE | $24,878 | $0 | $24,878 |
| WEB HOSTING FEES | $114 | $0 | $114 |
| WED DEVELOPMENT COSTS | $5,739 | $0 | $5,739 |
| LIGHT AWARDS EXPENSE | $2,649 | $0 | $0 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt |
|---|---|---|---|
| PASSTHROUGH INVESTMENTS | $0 | -$97 | $0 |
| RETURNED GRANTS | $23,966 | $23,966 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| ADVISORY FEES | $159,053 | $0 | $159,053 |
| MANAGEMENT FEES | $28,986 | $0 | $28,986 |
| ADVISORY BOARD STIPENDS | $0 | $0 | $0 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FOREIGN TAXES PASSTHROUGH | $0 | $343 | $0 |
| STATE TAXES AND FEES | $85 | $0 | $85 |
| EXCISE TAX | $4,500 | $0 | $0 |