INTREPID PHILANTHROPY FOUNDATION: Form 990PF, tax year 2016
View the entire original 990 at ProPublica ↗
- Organization
- INTREPID PHILANTHROPY FOUNDATION (EIN 30-0527867)
- Tax period
- 2016-01-01 to 2016-12-31
- Filed
- 2017-05-12
- IRS object ID
- 201721329349101977
- Schema version
- 2016v3.0
- 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 | 2017-05-12T13:31:33-05:00 | ReturnTs |
| Tax Period End | 2016-12-31 | 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 | 110 STONY POINT ROAD SUITE 210 | AddressLine1Txt |
| City | SANTA ROSA | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 95401 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2016-01-01 | 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 | 575 MARKET STREET NO 3625 | AddressLine1Txt |
| City | SAN FRANCISCO | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 94105 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | KAREN LESHNER | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 4155430733 | PhoneNum |
| Signature | 2017-05-09 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | JAMES PETRAY | PreparerPersonNm |
| PTIN | P00351215 | PTIN |
| Phone | 7075444078 | PhoneNum |
| Preparation | 2017-05-09 | PreparationDt |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 209.203.91.180 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2017-05-09 | IPDt |
| IP Tm | 17:08:42 | IPTm |
| IP Timezone | PD | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | DA39A3EE5E6B4B0D3255BFEF95601890AFD80709 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | 272FBD5702519F19F493E232C56AB9291D4F095E | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2016 | TaxYr |
| Build TS | 2021-01-29 14:40:06Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $5,543,198 | 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 | $400,000 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $21 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $21 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $38,924 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $68,454 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | -$3,751 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $800,000 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $375,229 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $29,284 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $4,068 | OtherIncomeNetInvstIncmAmt |
| Other Income Adj Net Incm | $26,298 | OtherIncomeAdjNetIncmAmt |
| Total Rev And Expnss | $464,478 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $447,772 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $26,298 | TotalAdjNetIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | 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 | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $14,393 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $0 | LegalFeesNetInvstIncmAmt |
| Legal Fees Adj Net Incm | $0 | LegalFeesAdjNetIncmAmt |
| Legal Fees Dsbrs Chrtbl | $14,141 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $6,529 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $3,265 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $0 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $3,106 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $208,337 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $4,400 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Adj Net Incm | $0 | OtherProfFeesAdjNetIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $173,128 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $85 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $439 | TaxesNetInvstIncmAmt |
| Taxes Adj Net Incm | $0 | TaxesAdjNetIncmAmt |
| Taxes Dsbrs Chrtbl | $85 | TaxesDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $60,668 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Net Invst Incm | $0 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Adj Net Incm | $0 | TravConfMeetingAdjNetIncmAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $60,668 | TravConfMeetingDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $35,619 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $106,652 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Adj Net Incm | $0 | OtherExpensesAdjNetIncmAmt |
| Other Expenses Dsbrs Chrtbl | $35,619 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $325,631 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $114,756 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $286,747 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $689,611 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $793,176 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $1,015,242 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $114,756 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $1,079,923 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$550,764 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $333,016 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $26,298 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $220,363 | CashBOYAmt |
| Cash EOY | $458,366 | CashEOYAmt |
| Cash EOYFMV | $458,366 | CashEOYFMVAmt |
| Acct Rcvbl BOY | $68,814 | AcctRcvblBOYAmt |
| Corporate Bonds BOY | $1,089,169 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $293,562 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $288,925 | CorporateBondsEOYFMVAmt |
| Other Investments BOY | $3,705,546 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $3,705,546 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $4,795,907 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $5,083,892 | TotalAssetsBOYAmt |
| Total Assets EOY | $4,457,474 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $5,543,198 | TotalAssetsEOYFMVAmt |
| Accounts Payable BOY | $2,425 | AccountsPayableBOYAmt |
| Accounts Payable EOY | $46,423 | AccountsPayableEOYAmt |
| Grants Payable BOY | $542,159 | GrantsPayableBOYAmt |
| Grants Payable EOY | $422,507 | GrantsPayableEOYAmt |
| Total Liabilities BOY | $544,584 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $468,930 | TotalLiabilitiesEOYAmt |
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
| Unrestricted BOY | $4,539,308 | UnrestrictedBOYAmt |
| Unrestricted EOY | $3,988,544 | UnrestrictedEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $4,539,308 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $3,988,544 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $5,083,892 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $4,457,474 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $4,539,308 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$550,764 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $3,988,544 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $3,988,544 | 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 |
|---|---|---|---|---|---|
| PUBLICLY TRADED SECURITIES | $800,000 | $803,751 | -$3,751 | -$3,751 | |
| AILANTHUS CAPITAL PARTNERS, LP | $60,558 | $60,558 | $60,558 | P | |
| CLOVER STREET FUND | $52,284 | $52,284 | $52,284 | P | |
| POTRERO CAPITAL RESEARCH PARTNERS, L.P. | $96,401 | $96,401 | $96,401 | P | |
| LYON STREET INVESTORS, LP | $121,866 | $121,866 | $121,866 | P | |
| ECHO STREET CAPITAL PARTNERS | $47,871 | $47,871 | $47,871 | P |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $375,229 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $970,304 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $5,902,534 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.164388 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $755,523 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $6,326,854 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.119415 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $460,677 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $6,483,682 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.071052 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $458,214 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $6,024,047 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.076064 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $637,033 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $6,120,753 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.104078 | DistributionYr5Rt |
| Total Distribution | 0.534997 | TotalDistributionRt |
| Average Distribution | 0.106999 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $5,133,697 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $549,300 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $3,330 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $552,630 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $1,079,923 | 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 | $3,330 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $3,330 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $3,330 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $2,880 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $2,880 | TotalPaymentsAndCreditsAmt |
| Tax Due | $450 | TaxDueAmt |
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 |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (2 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 | ||||||||
| 575 MARKET STREET SUITE 3625 | SAN FRANCISCO | CA | 94105 | DIRECTOR & PRESIDENT | 8.00 | $0 | $0 | $0 |
| REBECCA K PAYNE | ||||||||
| 575 MARKET STREET SUITE 3625 | SAN FRANCISCO | CA | 94105 | DIRECTOR | 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 | 575 MARKET ST STE 3625 | AddressLine1Txt |
| City | SAN FRANCISCO | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 94105 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Service Type | ADVISING | ServiceTypeTxt |
| Compensation | $117,532 | 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 | $5,059,969 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $151,906 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $5,211,875 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $5,211,875 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $78,178 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $5,133,697 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $256,685 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $256,685 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $3,330 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $3,330 | TotalTaxAmt |
| Distributable Before Adj | $253,355 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $26,298 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $279,653 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $279,653 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $1,079,923 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $1,079,923 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $3,330 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $1,076,593 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $279,653 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $338,753 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $161,727 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $147,405 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $447,900 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $680,885 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $1,776,670 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $1,079,923 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $279,653 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $800,270 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $2,576,940 | 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 | $338,753 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $2,238,187 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $161,727 | ExcessFromYear4Amt |
| Excess From Year3 | $147,405 | ExcessFromYear3Amt |
| Excess From Year2 | $447,900 | ExcessFromYear2Amt |
| Excess From Year1 | $680,885 | ExcessFromYear1Amt |
| Excess From Current Year | $800,270 | 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 SUELI SHAW ROCKEFE | |||||||
| 575 MARKET STREET SUITE 3625 | SAN FRANCISCO | CA | 94105 | 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 SUELI SHAW ROCKEFE | |||||||
| 575 MARKET STREET SUITE 3625 | SAN FRANCISCO | CA | 94105 | 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 (DATES DETERMI | SEE HTTP://LIGHTAWARDS.ORG/ELIGIBILITY/ |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (48 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| ACLU FOUNDATION | |||||||
| 125 BROAD STREET | NEW YORK | NY | 100042400 | NONE | PC | FOR GENERAL OPERATING SUPPORT | $5,000 |
| ALPHA PUBLIC SCHOOLS | |||||||
| PO BOX 21366 | SAN JOSE | CA | 95151 | NONE | PC | LIGHT AWARDS PROJECT TITLED ALPHA JOSE HERNANDEZ PERSONALIZES LEARNING FOR ELD | $20,320 |
| ARISE HIGH SCHOOL | |||||||
| 3301 E 12TH STREET SUITE 205 | OAKLAND | CA | 94601 | NONE | PC | LIGHT AWARDS PROJECT TITLED PEER COACHING: USING VIDEO IN COLLABORATIVE INQUIRY GROUPS | $7,573 |
| BARNARD COLLEGE | |||||||
| 150 EAST 69TH STREET | NEW YORK | NY | 100215704 | NONE | PC | FOR GENERAL OPERATING SUPPORT | $5,000 |
| BERKELEY UNIFIED SCHOOL DISTRICT | |||||||
| 2020 BONAR STREET SUITE 228 | BERKELEY | CA | 94702 | NONE | GOV | LIGHT AWARDS PROJECT TITLED LONGFELLOW INTERDISCIPLINARY REAL WORLD CHALLENGES | $14,832 |
| BREAKTHROUGH SILICON VALLEY | |||||||
| 1635 PARK AVENUE | SAN JOSE | CA | 95126 | NONE | PC | FIRST PAYMENT OF A THREE-YEAR GRANT FOR GENERAL OPERATING SUPPORT | $50,000 |
| BREAKTHROUGH SILICON VALLEY | |||||||
| 1635 PARK AVENUE | SAN JOSE | CA | 95126 | NONE | PC | FOR GENERAL OPERATING SUPPORT | $1,000 |
| DEMOCRACY NOW | |||||||
| 207 WEST 25TH STREET 11TH FLOOR | NEW YORK | NY | 10001 | NONE | PC | FOR GENERAL OPERATING SUPPORT | $5,000 |
| DONORSCHOOSEORG | |||||||
| 134 WEST 37TH STREET 11TH FLOOR | NEW YORK | NY | 10018 | NONE | PC | FOR TEACHERS | $5,000 |
| DONORSCHOOSEORG | |||||||
| 135 WEST 37TH STREET 11TH FLOOR | NEW YORK | NY | 10018 | NONE | PC | FOR TEACHERS | $1,000 |
| DONORSCHOOSEORG | |||||||
| 136 WEST 37TH STREET 11TH FLOOR | NEW YORK | NY | 10018 | NONE | PC | FOR TEACHERS | $5,000 |
| DONORSCHOOSEORG | |||||||
| 134 WEST 37TH STREET 11TH FLOOR | NEW YORK | NY | 10018 | NONE | PC | FOR SAN JOAQUIN COUNTY AS PART OF THE #BESTSCHOOLDAY EVENT IN MARCH 2016 | $53,000 |
| EAST PALO ALTO KIDS FOUNDATION | |||||||
| PO BOX 50542 | PALO ALTO | CA | 94303 | NONE | PC | FOR GENERAL OPERATING SUPPORT | $5,000 |
| GRASS VALLEY ELEMENTARY SCHOOL (OAKLAND UNIFIED SCHOOL DISTRICT) | |||||||
| 1000 BROADWAY SUITE 150 | OAKLAND | CA | 94607 | NONE | GOV | LIGHT AWARDS PROJECT TITLED GRASS VALLEY'S PROJECT BASED LEARNING WITH A MAKER MINDSET | $14,663 |
| GUTTMACHER INSTITUTE | |||||||
| 125 MAIDEN LANE 7TH FLOOR | NEW YORK | NY | 10038 | NONE | PC | FIRST PAYMENT OF A FOUR-YEAR GRANT FOR GENERAL OPERATING SUPPORT FOR DOMESTIC WORK | $10,000 |
| HABITAT FOR HUMANITY | |||||||
| 121 HABITAT STREET | AMERICUS | GA | 31709 | NONE | PC | FOR GENERAL OPERATING SUPPORT | $1,000 |
| KEY SCHOOL | |||||||
| 534 HILLSMERE DRIVE | ANNAPOLIS | MD | 21403 | NONE | PC | FOR GENERAL OPERATING SUPPORT | $1,000 |
| KHAN ACADEMY | |||||||
| PO BOX 1630 | MOUNTAIN VIEW | CA | 94042 | NONE | PC | FINAL PAYMENT OF A THREE-YEAR GRANT FOR THE KHAN LAB SCHOOL | $75,000 |
| KRAUSE CENTER FOR INNOVATION (FOOTHILL-DE ANZA COMMUNITY COLLEGE) | |||||||
| 12345 EL MONTE ROAD | LOS ALTOS | CA | 94022 | NONE | GOV | FINAL PAYMENT OF A TWO-YEAR GRANT FOR GENERAL OPERATING SUPPORT | $25,000 |
| LINCOLN UNIFIED SCHOOL DISTRICT | |||||||
| 2010 W SWAIN ROAD | STOCKTON | CA | 95207 | NONE | GOV | LIGHT AWARDS PROJECT TITLED TAKING FLIGHT WITH JOHN MCCANDLESS STEM SCHOOL | $17,150 |
| LOS ALTOS COMMUNITY FOUNDATION | |||||||
| 183 HILLVIEW ROAD | LOS ALTOS | CA | 94022 | NONE | PC | FOR MVLA SCHOLARS | $10,000 |
| MADISON PARK BUSINESS & ART ACADEMY (OAKLAND UNIFIED SCHOOL DISTRICT) | |||||||
| 1000 BROADWAY SUITE 150 | OAKLAND | CA | 94607 | NONE | GOV | LIGHT AWARDS PROJECT TITLED IMPROVING MATHEMATICAL LITERACY AT MADISON PARK: SCHOOL WIDE, TK-12 | $21,971 |
| MANTECA UNIFIED SCHOOL DISTRICT | |||||||
| PO BOX 32 | MANTECA | CA | 95336 | NONE | GOV | LIGHT AWARDS PROJECT TITLED BRINGING AVID BACK | $14,756 |
| MEDICAL STUDENTS FOR CHOICE | |||||||
| PO BOX 40935 | PHILADELPHIA | PA | 19107 | NONE | PC | FOR GENERAL OPERATING SUPPORT | $5,000 |
| NEW TEACHER CENTER | |||||||
| 110 COOPER STREET 5TH FLOOR | SANTA CRUZ | CA | 95060 | NONE | PC | THIRD PAYMENT OF A FOUR-YEAR GRANT FOR GROWTH CAPITAL CAMPAIGN IN YEAR ONE AND GENERAL OPERATING SUP | $100,000 |
| NUEVA SCHOOL | |||||||
| 6565 SKYLINE BLVD | HILLSBOROUGH | CA | 94010 | NONE | PC | FOR GENERAL OPERATING SUPPORT | $10,000 |
| OAKLAND PUBLIC EDUCATION FUND | |||||||
| PO BOX 27148 | OAKLAND | CA | 94602 | NONE | PC | LIGHT AWARDS PROJECT TITLED FREMONT HIGH ARCHITECTURE ACADEMY BLENDED PRACTICES TO ACHIEVE A PROJECT | $15,446 |
| OAKLAND PUBLIC EDUCATION FUND | |||||||
| PO BOX 27148 | OAKLAND | CA | 94602 | NONE | PC | LIGHT AWARDS PROJECT TITLED LIFE ACADEMY INQUIRY INTO ELD | $12,110 |
| OAKLAND PUBLIC EDUCATION FUND | |||||||
| PO BOX 27148 | OAKLAND | CA | 94602 | NONE | PC | LIGHT AWARDS PROJECT TITLED THINK COLLEGE NOW READING LAB SITES | $2,350 |
| PARENTS AND TEACHERS OF BUENA VISTA HORACE MANN | |||||||
| 3351 23RD STREET | SAN FRANCISCO | CA | 94110 | NONE | PC | LIGHT AWARDS PROJECT TITLED ADELANTE JUNTOS! DEVELOPING A DUAL IMMERSION MODEL IN A BLENDED PROGRAM | $11,058 |
| PENINSULA TEMPLE BETH EL | |||||||
| 1700 ALAMEDA DE LAS PULGAS | SAN MATEO | CA | 94403 | NONE | PC | FOR GENERAL OPERATING SUPPORT | $5,000 |
| PHYSICIANS FOR REPRODUCTIVE HEALTH | |||||||
| 55 WEST 39TH STREET SUITE 1001 | NEW YORK | NY | 10018 | NONE | PC | FOR GENERAL OPERATING SUPPORT | $5,000 |
| PLANNED PARENTHOOD FEDERATION OF AMERICA | |||||||
| 123 WILLIAM STREET | NEW YORK | NY | 10038 | NONE | PC | FIRST PAYMENT OF A FOUR-YEAR GRANT FOR GENERAL OPERATING SUPPORT | $10,000 |
| SAN FRANCISCO UNIFIED SCHOOL DISTRICT | |||||||
| 555 FRANKLIN ST 3RD FLOOR | SAN FRANCISCO | CA | 94102 | NONE | GOV | LIGHT AWARDS PROJECT TITLED BUILDING NGSS KNOWLEDGE AND STEM EDUCATION AT LAFAYETTE ELEMENTARY | $17,778 |
| SAN MATEO UNION HIGH SCHOOL DISTRICT | |||||||
| 650 N DELAWARE STREET | SAN MATEO | CA | 94401 | NONE | GOV | LIGHT AWARDS PROJECT TITLED ARAGON HIGH WORLD LANGUAGE (JAPANESE) | $12,300 |
| SAN MATEO UNION HIGH SCHOOL DISTRICT | |||||||
| 650 N DELAWARE STREET | SAN MATEO | CA | 94401 | NONE | GOV | LIGHT AWARDS PROJECT TITLED SPANISH FOR NATIVE SPEAKERS PROFESSIONAL LEARNING COMMUNITY | $9,975 |
| SMALL SCHOOLS FOR EQUITY | |||||||
| PO BOX 5432 | BERKELEY | CA | 94705 | NONE | PC | LIGHT AWARDS PROJECT TITLED JUNE JORDAN SCHOOL FOR EQUITY CULTURE OF MINDFULNESS | $4,700 |
| SOUTHERN POVERTY LAW CENTER | |||||||
| 400 WASHINGTON AVENUE | MONTGOMERY | AL | 36104 | NONE | PC | FOR GENERAL OPERATING SUPPORT | $5,000 |
| ST LUKE'S HOSPITAL | |||||||
| 428 WEST 59TH STREET | NEW YORK | NY | 10019 | NONE | PC | DESIGNATED FOR THE CRIME VICTIMS TREATMENT CENTER | $5,000 |
| STOCKTON UNIFIED SCHOOL DISTRICT | |||||||
| 701 N MADISON STREET | STOCKTON | CA | 95202 | NONE | GOV | LIGHT AWARDS PROJECT TITLED KENNEDY ELEMENTARY STEM WRITING PROJECT | $15,000 |
| SUNNYVALE SCHOOL DISTRICT | |||||||
| 819 WEST IOWA AVENUE | SUNNYVALE | CA | 94086 | NONE | GOV | LIGHT AWARDS PROJECT TITLED ELLIS ELEMENTARY READER'S WORKSHOP | $18,300 |
| SUNNYVALE SCHOOL DISTRICT | |||||||
| 819 WEST IOWA AVENUE | SUNNYVALE | CA | 94086 | NONE | GOV | LIGHT AWARDS PROJECT TITLED VARGAS ELEMENTARY TEACHING GARDEN | $6,949 |
| TEACH FOR AMERICA - BAY AREA | |||||||
| 711 WEST 40TH STREET SUITE 356 | BALTIMORE | MD | 21211 | NONE | PC | FINAL PAYMENT OF A THREE-YEAR GRANT FOR TEACHER AND EDUCATION LEADERSHIP DEVELOPMENT REDESIGN PROJEC | $100,000 |
| TRACY UNIFIED SCHOOL DISTRICT | |||||||
| 1875 W LOWELL AVENUE | TRACY | CA | 95376 | NONE | GOV | LIGHT AWARDS PROJECT TITLED MERRILL F. WEST HIGH SCHOOL - ALGEOMULUS PREP ACADEMY | $22,095 |
| TRELLIS | |||||||
| 692 3RD AVENUE | SAN FRANCISCO | CA | 94118 | NONE | PC | LIGHT AWARDS PROJECT TITLED TRANSFORMATIONAL TEACHER MENTORING | $15,850 |
| TRUST FOR CONSERVATION INNOVATION | |||||||
| 150 POST STREET SUITE 342 | SAN FRANCISCO | CA | 94108 | NONE | PC | DESIGNATED FOR KITCHEN TABLE ADVISORS | $5,000 |
| TRUST WOMEN FOUNDATION | |||||||
| PO BOX 3222 | WICHITA | KS | 67201 | NONE | PC | GENERAL OPERATING SUPPORT | $10,000 |
| WASHINGTON LITERACY CENTER | |||||||
| 1816 12TH STREET NW SUITE 300 | WASHINGTON | DC | 20009 | NONE | PC | FOR GENERAL OPERATING SUPPORT | $1,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $793,176 | TotalGrantOrContriPdDurYrAmt |
Grant Or Contri Apprv For Fut GrantOrContriApprvForFutGrp (22 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| ALPHA PUBLIC SCHOOLS | |||||||
| PO BOX 21366 | SAN JOSE | CA | 95151 | NONE | PC | LIGHT AWARDS PROJECT TITLED ALPHA JOSE HERNANDEZ PERSONALIZES LEARNING FOR ELD | $9,680 |
| BERKELEY UNIFIED SCHOOL DISTRICT | |||||||
| 2020 BONAR STREET SUITE 228 | BERKELEY | CA | 94702 | NONE | GOV | LIGHT AWARDS PROJECT TITLED LONGFELLOW INTERDISCIPLINARY REAL WORLD CHALLENGES | $15,116 |
| BREAKTHROUGH SILICON VALLEY | |||||||
| 1635 PARK AVENUE | SAN JOSE | CA | 95126 | NONE | PC | SECOND PAYMENT OF A THREE-YEAR GRANT FOR GENERAL OPERATING SUPPORT | $50,000 |
| GRASS VALLEY ELEMENTARY SCHOOL (OAKLAND UNIFIED SCHOOL DISTRICT) | |||||||
| 1000 BROADWAY SUITE 150 | OAKLAND | CA | 94607 | NONE | GOV | LIGHT AWARDS PROJECT TITLED GRASS VALLEY'S PROJECT BASED LEARNING WITH A MAKER MINDSET | $14,643 |
| GUTTMACHER INSTITUTE | |||||||
| 125 MAIDEN LANE 7TH FLOOR | NEW YORK | NY | 10038 | NONE | PC | SECOND PAYMENT OF A FOUR-YEAR GRANT FOR GENERAL OPERATING SUPPORT FOR DOMESTIC WORK | $10,000 |
| SAN FRANCISCO UNIFIED SCHOOL DISTRICT | |||||||
| 555 FRANKLIN ST 3RD FLOOR | SAN FRANCISCO | CA | 94102 | NONE | GOV | LIGHT AWARDS PROJECT TITLED BUILDING NGSS KNOWLEDGE AND STEM EDUCATION AT LAFAYETTE ELEMENTARY | $12,222 |
| LIGHTHOUSE COMMUNITY CHARTER SCHOOL | |||||||
| 345 12TH STREET | OAKLAND | CA | 94607 | NONE | PC | LIGHT AWARDS PROJECT TITLED DEEPENING STUDENT ENGAGEMENT: SCHOOL-WIDE K-12 | $15,000 |
| LINCOLN UNIFIED SCHOOL DISTRICT | |||||||
| 2010 W SWAIN ROAD | STOCKTON | CA | 95207 | NONE | GOV | LIGHT AWARDS PROJECT TITLED TAKING FLIGHT WITH JOHN MCCANDLESS STEM SCHOOL | $11,350 |
| MADISON PARK BUSINESS & ART ACADEMY (OAKLAND UNIFIED SCHOOL DISTRICT) | |||||||
| 1000 BROADWAY SUITE 150 | OAKLAND | CA | 94607 | NONE | GOV | LIGHT AWARDS PROJECT TITLED IMPROVING MATHEMATICAL LITERACY AT MADISON PARK: SCHOOL WIDE, TK-12 | $7,840 |
| NEW TEACHER CENTER | |||||||
| 110 COOPER STREET 5TH FLOOR | SANTA CRUZ | CA | 95060 | NONE | PC | FINAL PAYMENT OF A FOUR-YEAR GRANT FOR GROWTH CAPITAL CAMPAIGN IN YEAR ONE AND GENERAL OPERATING SUP | $100,000 |
| PARENTS AND TEACHERS OF BUENA VISTA HORACE MANN | |||||||
| 3351 23RD STREET | SAN FRANCISCO | CA | 94110 | NONE | PC | LIGHT AWARDS PROJECT TITLED ADELANTE JUNTOS! DEVELOPING A DUAL IMMERSION MODEL IN A BLENDED PROGRAM | $14,686 |
| PLANNED PARENTHOOD FEDERATION OF AMERICA | |||||||
| 123 WILLIAM STREET | NEW YORK | NY | 10038 | NONE | PC | SECOND PAYMENT OF A FOUR-YEAR GRANT FOR GENERAL OPERATING SUPPORT | $10,000 |
| SMALL SCHOOLS FOR EQUITY | |||||||
| PO BOX 5432 | BERKELEY | CA | 94705 | NONE | PC | LIGHT AWARDS PROJECT TITLED JUNE JORDAN SCHOOL FOR EQUITY CULTURE OF MINDFULNESS | $25,260 |
| SUNNYVALE SCHOOL DISTRICT | |||||||
| 819 WEST IOWA AVENUE | SUNNYVALE | CA | 94086 | NONE | GOV | LIGHT AWARDS PROJECT TITLED ELLIS ELEMENTARY READER'S WORKSHOP | $11,700 |
| SUNNYVALE SCHOOL DISTRICT | |||||||
| 819 WEST IOWA AVENUE | SUNNYVALE | CA | 94086 | NONE | GOV | LIGHT AWARDS PROJECT TITLED VARGAS ELEMENTARY TEACHING GARDEN | $3,020 |
| TRACY UNIFIED SCHOOL DISTRICT | |||||||
| 1875 W LOWELL AVENUE | TRACY | CA | 95376 | NONE | GOV | LIGHT AWARDS PROJECT TITLED MERRILL F. WEST HIGH SCHOOL - ALGEOMULUS PREP ACADEMY | $7,841 |
| TRELLIS | |||||||
| 692 3RD AVENUE | SAN FRANCISCO | CA | 94118 | NONE | PC | LIGHT AWARDS PROJECT TITLED TRANSFORMATIONAL TEACHER MENTORING | $14,150 |
| BREAKTHROUGH SILICON VALLEY | |||||||
| 1636 PARK AVENUE | SAN JOSE | CA | 95127 | NONE | PC | FINAL PAYMENT OF A THREE-YEAR GRANT FOR GENERAL OPERATING SUPPORT | $50,000 |
| GUTTMACHER INSTITUTE | |||||||
| 125 MAIDEN LANE 7TH FLOOR | NEW YORK | NY | 10038 | NONE | PC | THIRD PAYMENT OF A FOUR-YEAR GRANT FOR GENERAL OPERATING SUPPORT FOR DOMESTIC WORK | $10,000 |
| PLANNED PARENTHOOD FEDERATION OF AMERICA | |||||||
| 123 WILLIAM STREET | NEW YORK | NY | 10038 | NONE | PC | THIRD PAYMENT OF A FOUR-YEAR GRANT FOR GENERAL OPERATING SUPPORT | $10,000 |
| GUTTMACHER INSTITUTE | |||||||
| 125 MAIDEN LANE 7TH FLOOR | NEW YORK | NY | 10038 | NONE | PC | FINAL PAYMENT OF A FOUR-YEAR GRANT FOR GENERAL OPERATING SUPPORT FOR DOMESTIC WORK | $10,000 |
| PLANNED PARENTHOOD FEDERATION OF AMERICA | |||||||
| 123 WILLIAM STREET | NEW YORK | NY | 10038 | NONE | PC | FINAL PAYMENT OF A FOUR-YEAR GRANT FOR GENERAL OPERATING SUPPORT | $10,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Apprv Fut | $422,508 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $21 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $38,924 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | -$3,751 | ExclusionAmt |
Other Revenue Described OtherRevenueDescribedGrp (2 entries)
| DescDesc | Related Or Exempt Function IncmRelatedOrExemptFunctionIncmAmt | ExclusionExclusionCd | ExclusionExclusionAmt |
|---|---|---|---|
| RETURNED GRANTS | $26,298 | ||
| TAX REFUND | 41 | $2,986 |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $38,180 | ExclusionAmt |
| Related Or Exempt Function Incm | $26,298 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $64,478 | 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 | 318 WEST DANA STREET | AddressLine1Txt |
| City | MOUNTAIN VIEW | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 94041 | 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 | $6,529 | Amt |
| Net Investment Income | $3,265 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $3,106 | 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 | $293,562 | EOYBookValueAmt |
| EOYFMV | $288,925 | EOYFMVAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (7 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| POTRERO CAPITAL RESEARCH PARTNERS, L.P. | AT COST | $662,397 | $1,019,045 |
| CLOVER STREET FUND | AT COST | $581,044 | $761,227 |
| LYON STREET INVESTORS, LP | AT COST | $487,298 | $846,099 |
| VANGUARD HIGH DIVIDEND YIELD ETF | AT COST | $974,807 | $1,057,219 |
| ECHO STREET CAPITAL PARTNERS | AT COST | $500,000 | $567,450 |
| AILANTHUS CAPITAL PARTNERS, LP | AT COST | $0 | $0 |
| AILANTHUS CAPITAL PARTNERS (QP) | AT COST | $500,000 | $544,867 |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL FEES | CategoryTxt |
| Legal Fees | $14,393 | LegalFeesAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $14,141 | DisbursementsCharitablePrpsAmt |
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 |
|---|---|---|---|---|
| WEB HOSTING FEES | $1,360 | $0 | $0 | $1,360 |
| OTHER EXPENSES FROM K-1S | $0 | $106,652 | $0 | $0 |
| WEBSITE | $17,311 | $0 | $0 | $17,311 |
| BOOKS, SUBSCRIPTIONS, REFERENCE | $12,650 | $0 | $0 | $12,650 |
| PRINTING AND COPYING | $500 | $0 | $0 | $500 |
| GIFTS | $1,048 | $0 | $0 | $1,048 |
| INSURANCE | $1,250 | $0 | $0 | $1,250 |
| OTHER | $1,500 | $0 | $0 | $1,500 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (3 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt |
|---|---|---|---|
| OTHER INVESTMENT INCOME | $0 | $4,068 | |
| RETURNED GRANTS | $26,298 | $26,298 | |
| TAX REFUND | $2,986 | $0 | $0 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| ADVISORY BOARD STIPENDS | $16,000 | $0 | $0 | $16,000 |
| ADVISORY FEES | $148,341 | $0 | $0 | $117,532 |
| MANAGEMENT FEES | $43,996 | $4,400 | $0 | $39,596 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| FOREIGN TAXES FROM K-1S | $0 | $439 | $0 | $0 |
| FILING FEES | $85 | $0 | $0 | $85 |