INTREPID PHILANTHROPY FOUNDATION: Form 990PF, tax year 2015
View the entire original 990 at ProPublica ↗
- Organization
- INTREPID PHILANTHROPY FOUNDATION (EIN 30-0527867)
- Tax period
- 2015-01-01 to 2015-12-31
- Filed
- 2016-05-13
- IRS object ID
- 201631349349101903
- Schema version
- 2015v2.1
- 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
- Acty Not Previously Rpt Expln
- Investments Corp Bonds Schedule
- Investments Other Schedule2
- Legal Fees Schedule
- Other Expenses Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2016-05-13T11:41:12-05:00 | ReturnTs |
| Tax Period End | 2015-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 263839190 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BURR PILGER MAYER INC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 110 STONY POINT ROAD 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 | 2015-01-01 | 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 | 2016-05-06 | 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 | 2016-05-06 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2015 | TaxYr |
| Build TS | 2016-09-27 15:27:22Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $5,651,025 | 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 | $167,906 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $56 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $555 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $39,191 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $57,633 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $108,435 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $3,164,189 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $325,352 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Net Invst Incm | $9,738 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $315,588 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $393,278 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $0 | TotalAdjNetIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $8,750 | 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 | $8,750 | CompOfcrDirTrstDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $12,784 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $1,278 | LegalFeesNetInvstIncmAmt |
| Legal Fees Adj Net Incm | $0 | LegalFeesAdjNetIncmAmt |
| Legal Fees Dsbrs Chrtbl | $9,180 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $5,525 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $2,762 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $0 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $2,763 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $129,224 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $0 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Adj Net Incm | $0 | OtherProfFeesAdjNetIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $129,224 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $6,538 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $243 | TaxesNetInvstIncmAmt |
| Taxes Adj Net Incm | $0 | TaxesAdjNetIncmAmt |
| Taxes Dsbrs Chrtbl | $85 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $76,306 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $103,603 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Adj Net Incm | $0 | OtherExpensesAdjNetIncmAmt |
| Other Expenses Dsbrs Chrtbl | $76,306 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $239,127 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $107,886 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $226,308 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $468,649 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $746,850 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $707,776 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $107,886 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $973,158 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$392,188 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $285,392 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $606,984 | CashBOYAmt |
| Cash EOY | $220,363 | CashEOYAmt |
| Cash EOYFMV | $220,363 | CashEOYFMVAmt |
| Acct Rcvbl | $68,814 | AcctRcvblAmt |
| Acct Rcvbl BOY | $209 | AcctRcvblBOYAmt |
| Acct Rcvbl EOY | $68,814 | AcctRcvblEOYAmt |
| Acct Rcvbl EOYFMV | $68,814 | AcctRcvblEOYFMVAmt |
| Corporate Bonds BOY | $1,074,905 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $1,089,169 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $1,071,880 | CorporateBondsEOYFMVAmt |
| Other Investments BOY | $4,069,876 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $3,705,546 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $4,289,968 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $5,751,974 | TotalAssetsBOYAmt |
| Total Assets EOY | $5,083,892 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $5,651,025 | TotalAssetsEOYFMVAmt |
| Accounts Payable BOY | $118 | AccountsPayableBOYAmt |
| Accounts Payable EOY | $2,425 | AccountsPayableEOYAmt |
| Grants Payable BOY | $820,360 | GrantsPayableBOYAmt |
| Grants Payable EOY | $542,159 | GrantsPayableEOYAmt |
| Total Liabilities BOY | $820,478 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $544,584 | TotalLiabilitiesEOYAmt |
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
| Unrestricted BOY | $4,931,496 | UnrestrictedBOYAmt |
| Unrestricted EOY | $4,539,308 | UnrestrictedEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $4,931,496 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $4,539,308 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $5,751,974 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $5,083,892 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $4,931,496 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$392,188 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $4,539,308 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $4,539,308 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (5 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|
| PUBLICLY TRADED SECURITIES | D | $1,420,195 | $1,390,640 | $29,555 | $29,555 |
| CAPITAL GAINS FROM K-1S | P | $296,466 | $296,466 | $296,466 | |
| TENZIG GLOBAL INVESTORS FUND I | P | $758,481 | $760,191 | -$1,710 | -$1,710 |
| WESTERLY PARTNERS, LP | P | $688,014 | $688,006 | $8 | $8 |
| CAPITAL GAINS DIVIDENDS | P | $1,033 | $1,033 | $1,033 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $325,352 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $755,523 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $6,326,854 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.119415 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $460,677 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $6,483,682 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.071052 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $458,214 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $6,024,047 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.076064 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $637,033 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $6,120,753 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.104078 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $577,548 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $2,200,031 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.262518 | DistributionYr5Rt |
| Total Distribution | 0.633127 | TotalDistributionRt |
| Average Distribution | 0.126625 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $5,902,534 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $747,408 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $2,854 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $750,262 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $973,158 | 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 | $2,854 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $2,854 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $2,854 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $8,720 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $8,720 | TotalPaymentsAndCreditsAmt |
| Overpayment | $5,866 | OverpaymentAmt |
| Applied To ES Tax | $2,880 | AppliedToESTaxAmt |
| Refund | $2,986 | 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 | Yes (1) | 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 (7 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 |
| DAVID WAGONFELD | ||||||||
| 575 MARKET STREET SUITE 3625 | SAN FRANCISCO | CA | 94105 | TREASURER | 1.25 | $0 | $0 | $0 |
| JOANNE SCHNEIDER | ||||||||
| 575 MARKET STREET SUITE 3625 | SAN FRANCISCO | CA | 94105 | SECRETARY | 1.25 | $0 | $0 | $0 |
| KAELIN COLCLASURE | ||||||||
| 575 MARKET STREET SUITE 3625 | SAN FRANCISCO | CA | 94105 | DIRECTOR (UNTIL 8/2015) | 1.25 | $0 | $0 | $0 |
| JENNY MAEHARA | ||||||||
| 575 MARKET STREET SUITE 3625 | SAN FRANCISCO | CA | 94105 | ADVISORY BOARD | 1.25 | $2,500 | $0 | $0 |
| STEVE HOPE | ||||||||
| 575 MARKET STREET SUITE 3625 | SAN FRANCISCO | CA | 94105 | ADVISORY BOARD | 1.25 | $6,250 | $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 | $101,035 | 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 | $2,033,978 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $463,704 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $3,494,738 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $5,992,420 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $5,992,420 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $89,886 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $5,902,534 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $295,127 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $295,127 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $2,854 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $2,854 | TotalTaxAmt |
| Distributable Before Adj | $292,273 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $292,273 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $292,273 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $973,158 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $973,158 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $2,854 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $970,304 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $292,273 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $469,458 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $338,753 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $161,727 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $147,405 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $447,900 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $1,565,243 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $973,158 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $292,273 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $680,885 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $2,246,128 | 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 | $469,458 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $1,776,670 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $338,753 | ExcessFromYear4Amt |
| Excess From Year3 | $161,727 | ExcessFromYear3Amt |
| Excess From Year2 | $147,405 | ExcessFromYear2Amt |
| Excess From Year1 | $447,900 | ExcessFromYear1Amt |
| Excess From Current Year | $680,885 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | KAREN LESHNER | ContributingManagerNm |
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | JOANNE GREENSTEIN | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | ROCKEFELLER PHILANTHROPY ADVISORS | AddressLine1Txt |
| Address Line2 | 575 MARKET STREET SUITE 3625 | AddressLine2Txt |
| City | SAN FRANCISCO | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 94105 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 4153430831 | RecipientPhoneNum |
| Form And Info And Materials | WRITTEN REQUEST | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | NONE | SubmissionDeadlinesTxt |
| Restrictions On Awards | NONE | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (36 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|
| RAVENSWOOD CITY SCHOOL DISTRICT | |||||||
| 2120 EUCLID AVE | EAST PALO ALTO | CA | 94303 | GOV | TWO-YEAR LIGHT AWARDS GRANT FOR PROFESSIONAL DEVELOPMENT PROJECT TITLED PROJECT C-4 | $10,000 | |
| MVLA UNION HIGH SCHOOL DISTRICT | |||||||
| 1299 BRYANT AVENUE | MOUNTAIN VIEW | CA | 94040 | GOV | TWO-YEAR LIGHT AWARDS GRANT FOR PROFESSIONAL DEVELOPMENT PROJECT TITLED BEST PRACTICES FOR STUDENT SUCCESS | $15,000 | |
| SUNNYVALE SCHOOL DISTRICT | |||||||
| 819 W IOWA AVENUE | SUNNYVALE | CA | 94086 | GOV | TWO-YEAR LIGHT AWARDS GRANT FOR PROFESSIONAL DEVELOPMENT PROJECT TITLED LAKEWOOD ELEMENTARY WRITING PROJECT | $8,350 | |
| SANTA CLARA UNIFIED SCHOOL DISTRICT | |||||||
| 1889 LAWRENCE ROAD | SANTA CLARA | CA | 95051 | GOV | TWO-YEAR LIGHT AWARDS GRANT FOR PROFESSIONAL DEVELOPMENT PROJECT TITLED WILCOX HIGH/COMPUTER SCIENCE PRINCIPLES | $9,310 | |
| WILLIAM C OVERFELT HIGH SCHOOL | |||||||
| 1835 CUNNINGHAM AVENUE | SAN JOSE | CA | 95122 | GOV | TWO-YEAR LIGHT AWARDS GRANT FOR PROFESSIONAL DEVELOPMENT PROJECT TITLED WILLIAM C. OVERFELT HIGH SCHOOL A.P. BOOTCAMP | $12,000 | |
| COMMUNITY FOUNDATION FOR MONTEREY COUNTY | |||||||
| 2354 GARDEN ROAD | MONTEREY | CA | 93940 | PC | $20,000 FOR TWO YEARS OF LESLIE ELIASON EXCELLENCE IN TEACHING AWARDS AT THE MIDDLEBURY INSTITUTE OF INTERNATIONAL STUDIES AT MONTEREY, REMAINDER FOR ADMINISTRATIVE SUPPORT | $10,700 | |
| ARISE HIGH SCHOOL | |||||||
| 3301 E 12TH STREET SUITE 205 | OAKLAND | CA | 94601 | PC | TWO-YEAR LIGHT AWARDS GRANT FOR PROFESSIONAL DEVELOPMENT PROJECT TITLED PEER COACHING: USING VIDEO IN COLLABORATIVE INQUIRY GROUPS | $21,449 | |
| LIGHTHOUSE COMMUNITY CHARTER SCHOOL | |||||||
| 444 HEGENBERGER ROAD | OAKLAND | CA | 94621 | PC | TWO-YEAR LIGHT AWARDS GRANT FOR PROFESSIONAL DEVELOPMENT PROJECT TITLED DEEPENING STUDENT ENGAGEMENT: SCHOOL-WIDE K-12 | $15,000 | |
| MANTECA UNIFIED SCHOOL DISTRICT | |||||||
| PO BOX 32 | MANTECA | CA | 95336 | GOV | TWO-YEAR LIGHT AWARDS GRANT FOR PROFESSIONAL DEVELOPMENT PROJECT TITLED BRINGING AVID BACK | $14,756 | |
| STOCKTON UNIFIED SCHOOL DISTRICT | |||||||
| 701 N MADISON STREET | STOCKTON | CA | 95202 | GOV | TWO-YEAR LIGHT AWARDS GRANT FOR PROFESSIONAL DEVELOPMENT PROJECT TITLED KENNEDY ELEMENTARY STEM WRITING PROJECT | $15,000 | |
| SAN JOAQUIN COUNTY OFFICE OF EDUCATION | |||||||
| PO BOX 213030 | STOCKTON | CA | 952139030 | GOV | TO SUPPORT THE TEACHERS COLLEGE OF SAN JOAQUIN (TCSJ) PROMISE OF INNOVATION AWARD | $25,000 | |
| OAKLAND PUBLIC EDUCATION FUND | |||||||
| PO BOX 27148 | OAKLAND | CA | 94602 | PC | TWO-YEAR LIGHT AWARDS GRANT FOR PROFESSIONAL DEVELOPMENT PROJECT TITLED FREMONT HIGH ARCHITECTURE ACADEMY BLENDED PRACTICES TO ACHIEVE A PROJECT-BASED LEARNING CULTURE | $14,042 | |
| OAKLAND PUBLIC EDUCATION FUND | |||||||
| PO BOX 27148 | OAKLAND | CA | 94602 | PC | TWO-YEAR LIGHT AWARDS GRANT FOR PROFESSIONAL DEVELOPMENT PROJECT TITLED LIFE ACADEMY INQUIRY INTO ELD | $17,710 | |
| OAKLAND UNIFIED SCHOOL DISTRICT | |||||||
| 1000 BROADWAY SUITE 680 | OAKLAND | CA | 946074099 | GOV | TWO-YEAR LIGHT AWARDS GRANT FOR PROFESSIONAL DEVELOPMENT PROJECT TITLED AP U.S. HISTORY FOR CASTLEMONT AND EAST OAKLAND'S STUDENTS | $17,598 | |
| SAN MATEO UNION HIGH SCHOOL DISTRICT | |||||||
| 650 N DELAWARE STREET | SAN MATEO | CA | 94401 | GOV | TWO-YEAR LIGHT AWARDS GRANT FOR PROFESSIONAL DEVELOPMENT PROJECT TITLED ARAGON HIGH WORLD LANGUAGE (JAPANESE) | $17,700 | |
| NEW TEACHER CENTER | |||||||
| 110 COOPER STREET 500 | SANTA CRUZ | CA | 95060 | PC | FOUR-YEAR GRANT FOR GROWTH CAPITAL CAMPAIGN IN YEAR ONE AND GENERAL OPERATING SUPPORT IN YEARS TWO - FOUR | $100,000 | |
| TEACH FOR AMERICA - BAY AREA | |||||||
| 940 HOWARD STREET | SAN FRANCISCO | CA | 94103 | PC | THREE-YEAR GRANT FOR TEACHER AND EDUCATION LEADERSHIP DEVELOPMENT REDESIGN PROJECT | $100,000 | |
| OAKLAND PUBLIC EDUCATION FUND | |||||||
| PO BOX 27148 | OAKLAND | CA | 94602 | PC | TWO-YEAR LIGHT AWARDS GRANT FOR PROFESSIONAL DEVELOPMENT PROJECT TITLED THINK COLLEGE NOW READING LAB SITES | $15,440 | |
| SAN MATEO UNION HIGH SCHOOL DISTRICT | |||||||
| 651 N DELAWARE STREET | SAN MATEO | CA | 94401 | GOV | TWO-YEAR LIGHT AWARDS GRANT FOR PROFESSIONAL DEVELOPMENT PROJECT TITLED SAN MATEO HIGH SPANISH FOR NATIVE SPEAKERS PROFESSIONAL LEARNING COMMUNITY | $19,130 | |
| BARNARD COLLEGE | |||||||
| 3009 BROADWAY | NEW YORK | NY | 10027 | PC | GENERAL OPERATING SUPPORT, KAREN LESHNER DISCRETIONARY GRANT | $5,000 | |
| OAKLAND PUBLIC EDUCATION FUND | |||||||
| PO BOX 27148 | OAKLAND | CA | 94602 | PC | TWO-YEAR LIGHT AWARDS GRANT FOR PROFESSIONAL DEVELOPMENT PROJECT TITLED THINK COLLEGE NOW READING LAB SITES | $8,665 | |
| KHAN ACADEMY | |||||||
| PO BOX 1630 | MOUNTAIN VIEW | CA | 94042 | PC | THREE-YEAR GRANT FOR THE KHAN LAB SCHOOL | $75,000 | |
| FIRST COMMAND EDUCATIONAL FOUNDATION | |||||||
| 1 FIRSTCOMM PLAZA | FORT WORTH | TX | 76109 | PC | FOR THE SID OAKSMITH ENDOWMENT AT VIRGINIA TECH, KAREN LESHNER DISCRETIONARY | $5,000 | |
| DONORSCHOOSEORG | |||||||
| 134 WEST 37TH STREET FLOOR 11 | NEW YORK | NY | 10018 | PC | KAREN LESHNER DISCRETIONARY | $5,000 | |
| BREAKTHROUGH SILICON VALLEY | |||||||
| 1635 PARK AVENUE | SAN JOSE | CA | 95126 | PC | THREE-YEAR EXPANSION SUPPORT GRANT ($20K IN 2013, $35K IN 2014, $45K IN 2015) | $45,000 | |
| KRAUSE CENTER FOR INNOVATION | |||||||
| 12345 EL MONTE ROAD | LOS ALTOS HILLS | CA | 940224599 | PC | TWO-YEAR GRANT FOR GENERAL OPERATING SUPPORT | $25,000 | |
| WOMEN'S LAW PROJECT | |||||||
| 125 SOUTH NINTH STREET SUITE 300 | PHILADELPHIA | PA | 19107 | PC | THREE-YEAR GRANT FOR GENERAL OPERATING SUPPORT | $10,000 | |
| AMIGOS DE LAS AMERICAS | |||||||
| 5618 STAR LANE | HOUSTON | TX | 77057 | PC | ON BEHALF OF JENNY PAYNE, KAREN LESHNER DISCRETIONARY GRANT FOR GENERAL OPERATING SUPPORT | $5,000 | |
| CHAUTAUQUA FOUNDATION | |||||||
| PO BOX 28 | CHAUTAUQUA | NY | 14722 | PC | KAREN LESHNER DISCRETIONARY GRANT FOR GENERAL OPERATING SUPPORT | $5,000 | |
| PHYSICIANS FOR REPRODUCTIVE HEALTH | |||||||
| 55 WEST 39TH STREET SUITE 1001 | NEW YORK | NY | 10018 | PC | ON BEHALF OF ALLISON PAYNE, KAREN LESHNER DISCRETIONARY FOR GENERAL OPERATING SUPPORT | $10,000 | |
| ST LUKE'S ROOSEVELT HOSPITAL CENTER | |||||||
| 1 GUSTAVE L LEVY PL BOX 1049 | NEW YORK | NY | 10029 | PC | DESIGNATED FOR THE CRIME VICTIMS TREATMENT CENTER, ON BEHALF OF JENNY PAYNE, KAREN LESHNER DISCRETIONARY | $5,000 | |
| TRUST FOR CONSERVATION INNOVATION | |||||||
| 405 14TH STREET SUITE 164 | OAKLAND | CA | 94612 | PC | DESIGNATED FOR KITCHEN TABLE ADVISORS, KAREN LESHNER DISCRETIONARY | $5,000 | |
| VIRGINIA ENGINEERING FOUNDATION | |||||||
| 351 MCCORMICK RD THORNTON HALL RM | CHARLOTTESVILLE | VA | 22904 | PC | KAREN LESHNER DISCRETIONARY GRANT FOR GENERAL OPERATING SUPPORT | $5,000 | A123 |
| NUEVA SCHOOL | |||||||
| 6565 SKYLINE BLVD | HILLSBOROUGH | CA | 94010 | PC | DAVID WAGONFELD DISCRETIONARY GRANT FOR GENERAL OPERATING SUPPORT | $15,000 | |
| LOS ALTOS COMMUNITY FOUNDATION | |||||||
| 183 HILLVIEW AVENUE | LOS ALTOS | CA | 94022 | PC | DESIGNATED FOR MVLA SCHOLARS, STEVE HOPE DISCRETIONARY | $10,000 | |
| TEACH FOR AMERICA - BAY AREA | |||||||
| 940 HOWARD STREET | SAN FRANCISCO | CA | 94103 | PC | FOUR-YEAR GRANT FOR GENERAL OPERATING SUPPORT | $50,000 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $746,850 | TotalGrantOrContriPdDurYrAmt |
Grant Or Contri Apprv For Fut GrantOrContriApprvForFutGrp (10 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|
| ARISE HIGH SCHOOL | ||||||
| 3301 E 12TH STREET SUITE 205 | OAKLAND | CA | 94601 | PC | TWO-YEAR LIGHT AWARDS GRANT FOR PROFESSIONAL DEVELOPMENT PROJECT TITLED PEER COACHING: USING VIDEO IN COLLABORATIVE INQUIRY GROUPS | $7,573 |
| MANTECA UNIFIED SCHOOL DISTRICT | ||||||
| PO BOX 32 | MANTECA | CA | 95336 | GOV | TWO-YEAR LIGHT AWARDS GRANT FOR PROFESSIONAL DEVELOPMENT PROJECT TITLED BRINGING AVID BACK | $14,756 |
| STOCKTON UNIFIED SCHOOL DISTRICT | ||||||
| 701 N MADISON STREET | STOCKTON | CA | 95202 | GOV | TWO-YEAR LIGHT AWARDS GRANT FOR PROFESSIONAL DEVELOPMENT PROJECT TITLED KENNEDY ELEMENTARY STEM WRITING PROJECT | $15,000 |
| OAKLAND PUBLIC EDUCATION FUND | ||||||
| PO BOX 27148 | OAKLAND | CA | 94602 | PC | TWO-YEAR LIGHT AWARDS GRANT FOR PROFESSIONAL DEVELOPMENT PROJECT TITLED FREMONT HIGH ARCHITECTURE ACADEMY BLENDED PRACTICES TO ACHIEVE A PROJECT-BASED LEARNING CULTURE | $15,446 |
| OAKLAND PUBLIC EDUCATION FUND | ||||||
| PO BOX 27148 | OAKLAND | CA | 94602 | PC | TWO-YEAR LIGHT AWARDS GRANT FOR PROFESSIONAL DEVELOPMENT PROJECT TITLED LIFE ACADEMY INQUIRY INTO ELD | $12,110 |
| SAN MATEO UNION HIGH SCHOOL DISTRICT | ||||||
| 651 N DELAWARE STREET | SAN MATEO | CA | 94401 | GOV | TWO-YEAR LIGHT AWARDS GRANT FOR PROFESSIONAL DEVELOPMENT PROJECT TITLED ARAGON HIGH WORLD LANGUAGE (JAPANESE) | $12,300 |
| SAN MATEO UNION HIGH SCHOOL DISTRICT | ||||||
| 652 N DELAWARE STREET | SAN MATEO | CA | 94401 | GOV | SAN MATEO HIGH SPANISH FOR NATIVE SPEAKERS PROFESSIONAL LEARNING COMMUNITY | $9,975 |
| DONORSCHOOSEORG | ||||||
| 134 WEST 37TH STREET FLOOR 11 | NEW YORK | NY | 10018 | PC | FOR SAN JOAQUIN COUNTY AS PART OF THE BEST SCHOOL DAY IN MEMORY PROJECT IN MARCH 2016 | $40,000 |
| KRAUSE CENTER FOR INNOVATION | ||||||
| 12345 EL MONTE ROAD | LOS ALTOS HILLS | CA | 940224599 | PC | TWO-YEAR GRANT FOR GENERAL OPERATING SUPPORT | $25,000 |
| LIGHTHOUSE COMMUNITY CHARTER SCHOOL | ||||||
| 444 HEGENBERGER ROAD | OAKLAND | CA | 94621 | PC | TWO-YEAR LIGHT AWARDS GRANT FOR PROFESSIONAL DEVELOPMENT PROJECT TITLED DEEPENING STUDENT ENGAGEMENT: SCHOOL-WIDE K-12 | $15,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Apprv Fut | $167,160 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $56 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $39,191 | ExclusionAmt |
Other Investment Incm Part VII OtherInvestmentIncmPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $108,435 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $147,682 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $147,682 | 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 Person | KAREN LESHNER | ContributorPersonNm |
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 | $167,906 | 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 | $167,906 | FairMarketValueAmt |
| Received | 2015-12-09 | ReceivedDt |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $5,525 | Amt |
| Net Investment Income | $2,762 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $2,763 | DisbursementsCharitablePrpsAmt |
Acty Not Previously Rpt Expln ActyNotPreviouslyRptExpln
| Field | Value | IRS element (for citing) |
|---|---|---|
| Explanation | INTREPID PHILANTHROPY FOUNDATION HAS MADE GRANTS TO TEACHERS PURSUANT TO GRANT PROCEDURES ADOPTED BY THE FOUNDATION'S BOARD OF DIRECTORS. THESE PROCEDURES WERE FIRST SUBMITTED FOR APPROVAL BY THE COMMISSIONER AS PART OF THE FOUNDATION'S EXEMPTION APPLICATION IN 2009. THE BOARD AMENDED THE PROCEDURES IN 2015 TO EXPAND THE POOL OF ELIGIBLE GRANTEES TO INCLUDE BOTH TEACHERS AND OTHER EDUCATORS. CONFORMING AMENDMENTS WERE ALSO MADE TO THE PROCEDURES. A COPY OF THE AMENDED GRANT PROCEDURES WAS SUBMITTED TO THE INTERNAL REVENUE SERVICE IN CINCINNATI BY CORRESPONDENCE DATED JANUARY 26, 2016. | ExplanationTxt |
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 | $1,089,169 | EOYBookValueAmt |
| EOYFMV | $1,071,880 | EOYFMVAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (8 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| POTRERO CAPITAL RESEARCH PARTNERS, L.P. | AT COST | $662,397 | $886,414 |
| WESTERLY PARTNERS L.P. | AT COST | $0 | $0 |
| CLOVER STREET FUND | AT COST | $581,044 | $699,896 |
| LYON STREET INVESTORS, LP | AT COST | $487,298 | $711,493 |
| TENZING GLOBAL INVESTORS FUND | AT COST | $0 | $0 |
| VANGUARD TAX-EXEMPT TERM BOND FUND | AT COST | $974,807 | $931,363 |
| ECHO STREET CAPITAL PARTNERS | AT COST | $500,000 | $560,802 |
| INVESTMENT IN PROGRESS | AT COST | $500,000 | $500,000 |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL FEES | CategoryTxt |
| Legal Fees | $12,784 | LegalFeesAmt |
| Net Investment Income | $1,278 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $9,180 | DisbursementsCharitablePrpsAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (5 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| TRAVEL AND MEETINGS | $67,083 | $0 | $0 | $67,083 |
| WEB HOSTING FEES | $2,087 | $0 | $0 | $2,087 |
| OTHER EXPENSES FROM K-1S | $0 | $103,603 | $0 | $0 |
| WEBSITE | $3,561 | $0 | $0 | $3,561 |
| BOOKS, SUBSCRIPTIONS, REFERENCE | $3,575 | $0 | $0 | $3,575 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| ADVISORY FEES | $101,035 | $0 | $0 | $101,035 |
| MANAGEMENT FEES | $28,189 | $0 | $0 | $28,189 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (4 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| FOREIGN TAXES FROM K-1S | $0 | $243 | $0 | $0 |
| FEDERAL TAXES | $6,453 | $0 | $0 | $0 |
| STATE TAXES | $10 | $0 | $0 | $10 |
| FILING FEES | $75 | $0 | $0 | $75 |