INTREPID PHILANTHROPY FOUNDATION: Form 990PF, tax year 2013
View the entire original 990 at ProPublica ↗
- Organization
- INTREPID PHILANTHROPY FOUNDATION (EIN 30-0527867)
- Tax period
- 2013-01-01 to 2013-12-31
- Filed
- 2014-05-12
- IRS object ID
- 201441329349102719
- Schema version
- 2013v3.0
- 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 Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2014-05-12T18:30:56-05:00 | ReturnTs |
| Tax Period End | 2013-12-31 | 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 | BusinessNameLine1 |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 600 CALIFORNIA STREET SUITE 1300 | AddressLine1 |
| City | SAN FRANCISCO | City |
| State | CA | State |
| ZIP Code | 94108 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2013-01-01 | 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 | BusinessNameLine1 |
| 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 | AddressLine1 |
| City | SAN FRANCISCO | City |
| State | CA | State |
| ZIP Code | 94105 | ZIPCode |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | KAREN LESHNER | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 4155430733 | PhoneNum |
| Signature | 2014-05-12 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 4154215757 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2013 | TaxYr |
| Build TS | 2015-12-30 17:16:21Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $6,780,086 | 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 | $100,000 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $558 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $558 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $23,898 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $21,973 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $508,510 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $840,364 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $611,623 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $632,966 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $634,154 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $0 | 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 | $6,617 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $0 | LegalFeesNetInvstIncmAmt |
| Legal Fees Adj Net Incm | $0 | LegalFeesAdjNetIncmAmt |
| Legal Fees Dsbrs Chrtbl | $0 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $5,520 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $0 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $0 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $99,642 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $0 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Adj Net Incm | $0 | OtherProfFeesAdjNetIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $99,642 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $1,919 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $110 | TaxesNetInvstIncmAmt |
| Taxes Adj Net Incm | $0 | TaxesAdjNetIncmAmt |
| Taxes Dsbrs Chrtbl | $75 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $125,242 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $88,453 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Adj Net Incm | $0 | OtherExpensesAdjNetIncmAmt |
| Other Expenses Dsbrs Chrtbl | $36,789 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $238,940 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $88,563 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $136,506 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $289,336 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $324,171 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $528,276 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $88,563 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $460,677 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $104,690 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $545,591 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $1,601,497 | CashBOYAmt |
| Cash EOY | $1,041,847 | CashEOYAmt |
| Cash EOYFMV | $1,041,847 | CashEOYFMVAmt |
| Corporate Bonds BOY | $1,366,417 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $1,063,651 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $1,050,666 | CorporateBondsEOYFMVAmt |
| Other Investments BOY | $3,164,652 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $4,096,923 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $4,687,573 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $6,132,566 | TotalAssetsBOYAmt |
| Total Assets EOY | $6,202,421 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $6,780,086 | TotalAssetsEOYFMVAmt |
| Grants Payable BOY | $254,835 | GrantsPayableBOYAmt |
| Grants Payable EOY | $220,000 | GrantsPayableEOYAmt |
| Total Liabilities BOY | $254,835 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $220,000 | TotalLiabilitiesEOYAmt |
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
| Unrestricted BOY | $5,877,731 | UnrestrictedBOYAmt |
| Unrestricted EOY | $5,982,421 | UnrestrictedEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $5,877,731 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $5,982,421 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $6,132,566 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $6,202,421 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $5,877,731 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $104,690 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $5,982,421 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $5,982,421 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (13 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | Cost Or Other BasisCostOrOtherBasisAmt |
|---|---|---|---|---|---|---|---|
| FROM CLOVER STREET FUND, L.P. | D | 2013-01-01 | 2013-12-31 | $35,603 | $35,603 | $35,603 | |
| FROM CLOVER STREET FUND, L.P. | D | 2013-01-01 | 2013-12-31 | $3,587 | $3,587 | $3,587 | |
| FROM TENZING GLOBAL INVESTORS FUND I, LP | D | 2013-01-01 | 2013-12-31 | $166,612 | $166,612 | $166,612 | |
| FROM TENZING GLOBAL INVESTORS FUND I, LP | D | 2013-01-01 | 2013-12-31 | $59,765 | $59,765 | $59,765 | |
| FROM WESTERLY PARTNERS, L.P. | D | 2013-01-01 | 2013-12-31 | $103,195 | $103,195 | $103,195 | |
| FROM WESTERLY PARTNERS, L.P. | D | 2013-01-01 | 2013-12-31 | $33,989 | $33,989 | $33,989 | |
| FROM VANGUARD SHORT TERMBOND | D | 2013-01-01 | 2013-12-31 | $300,045 | $83,856 | $83,856 | $216,189 |
| FROM KILIMANJARO | D | 2013-01-01 | 2013-12-31 | $47,806 | $47,806 | $47,806 | |
| FROM PORTERO ST | D | 2013-01-01 | 2013-12-31 | $23,323 | $23,323 | $23,323 | |
| FROM PORTERO LT | D | 2013-01-01 | 2013-12-31 | $48,724 | $48,724 | $48,724 | |
| FROM LYON STREET | D | 2013-01-01 | 2013-12-31 | -$12,552 | -$12,552 | $12,552 | |
| WS OPPORTUNITY LIQUIDATION | D | 2013-01-01 | 2013-12-31 | $14,725 | $14,725 | $14,725 | |
| FROM VANGUARD SHORT TERM | D | 2013-01-01 | 2013-12-31 | $2,990 | $2,990 | $2,990 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $611,623 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $458,214 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $6,024,047 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.076064 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $637,033 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $6,120,753 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.104078 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $577,548 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $2,200,031 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.262518 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $25,061 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $8,659 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 2.894214 | DistributionYr4Rt |
| Total Distribution | 3.336874 | TotalDistributionRt |
| Average Distribution | 0.834219 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $6,483,682 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $5,408,811 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $5,456 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $5,414,267 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $460,677 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $10,912 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $10,912 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $10,912 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $4,720 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $4,720 | TotalPaymentsAndCreditsAmt |
| Tax Due | $6,192 | 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 | KAREN LESHNER | IndividualWithBooksNm |
| Phone | 4155430733 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 575 MARKET STREET SUITE 3625 | AddressLine1 |
| City | SAN FRANCISCO | City |
| State | CA | State |
| ZIP Code | 94105 | ZIPCode |
| 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 (5 entries)
| Address Line1USAddress/AddressLine1 | CityUSAddress/City | StateUSAddress/State | ZIP CodeUSAddress/ZIPCode | 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 | 1.25 | $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 | DIRECTOR & TREASURER, FROM 10/2013 | 1.25 | $0 | $0 | $0 |
| RAE RICHMAN | ||||||||
| 575 MARKET STREET SUITE 3625 | SAN FRANCISCO | CA | 94105 | SECRETARY | 1.25 | $0 | $0 | $0 |
| BRIAN LESHNER | ||||||||
| 575 MARKET STREET SUITE 3625 | SAN FRANCISCO | CA | 94105 | DIRECTOR & TREASURER, UNTIL 10/2013 | 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 | BusinessNameLine1 |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 575 MARKET ST STE 3625 | AddressLine1 |
| City | SAN FRANCISCO | City |
| State | CA | State |
| ZIP Code | 94105 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Service Type | ADVISING | ServiceTypeTxt |
| Compensation | $99,642 | 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 | $4,992,314 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $1,590,104 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $6,582,418 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $6,582,418 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $98,736 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $6,483,682 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $324,184 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $324,184 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $10,912 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $10,912 | TotalTaxAmt |
| Distributable Before Adj | $313,272 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $313,272 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $313,272 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $460,677 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $460,677 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $460,677 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $313,272 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr4 | $24,628 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $469,458 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $338,753 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $161,727 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $994,566 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $460,677 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $313,272 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $147,405 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $1,141,971 | 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 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $1,141,971 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $24,628 | ExcessFromYear4Amt |
| Excess From Year3 | $469,458 | ExcessFromYear3Amt |
| Excess From Year2 | $338,753 | ExcessFromYear2Amt |
| Excess From Year1 | $161,727 | ExcessFromYear1Amt |
| Excess From Current Year | $147,405 | 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 | KAREN LESHNER | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 575 MARKET STREET SUITE 3625 | AddressLine1 |
| City | SAN FRANCISCO | City |
| State | CA | State |
| ZIP Code | 94105 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 4155430733 | 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 (18 entries)
| Address Line1RecipientUSAddress/AddressLine1 | CityRecipientUSAddress/City | StateRecipientUSAddress/State | ZIP CodeRecipientUSAddress/ZIPCode | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2 |
|---|---|---|---|---|---|---|---|---|
| MOUNTAIN VIEW HIGH SCHOOL | ||||||||
| 3535 TRUMAN AVENUE | MOUNTAIN VIEW | CA | 94040 | NONE | PC | AVID TEACHER PROFESSIONAL DEVELOPMENT | $7,836 | |
| BARNARD COLLEGE | ||||||||
| 3009 BROADWAY | NEW YORK | NY | 10027 | NONE | PC | ANNUAL FUND GIFT | $2,500 | |
| PLANNED PARENTHOOD FEDERATION | ||||||||
| 434 WEST 33RD STREET | NEW YORK | NY | 10001 | NONE | PC | GENERAL OPERATING SUPPORT | $20,000 | |
| WOMEN'S LAW PROJECT | ||||||||
| 125 SOUTH 9TH ST SUITE 300 | PHILADELPHIA | PA | 19107 | NONE | PC | GENERAL OPERATING SUPPORT | $10,000 | |
| GATEWAY COMMUNITY CHARTERS | ||||||||
| 5712 DUDLEY BLVD | MCCLELLAN | CA | 95652 | NONE | PC | GENERAL OPERATING SUPPORT | $10,000 | |
| PENINSULA TEMPLE BETH EL | ||||||||
| 1700 ALAMEDA DE LAS PULGAS | SAN MATEO | CA | 94403 | NONE | PC | GENERAL OPERATING SUPPORT | $15,000 | |
| CENTER FOR REPRODUCTIVE RIGHTS | ||||||||
| 120 WALL STREET 14TH FLOOR | NEW YORK | NY | 10005 | NONE | PC | GENERAL OPERATING SUPPORT | $10,000 | |
| BREAKTHROUGH SILICON VALLEY | ||||||||
| C/O HOOVER MIDDLE SCHOOL 1635 PARK | SAN JOSE | CA | 95126 | NONE | PC | GENERAL OPERATING SUPPORT | $20,000 | AVENUE |
| THE ART OF YOGA PROJECT | ||||||||
| 555 BRYANT STREET 232 | PALO ALTO | CA | 94301 | NONE | PC | GENERAL OPERATING SUPPORT | $5,000 | |
| AIM HIGH | ||||||||
| 2030 HARRISON ST 3RD FL | SAN FRANCISCO | CA | 94110 | NONE | PC | GENERAL OPERATING SUPPORT | $10,000 | |
| KRAUSE CENTER FOR INNOVATION | ||||||||
| 12345 EL MONTE RD | LOS ALTOS HILLS | CA | 94022 | NONE | PC | GENERAL OPERATING SUPPORT | $25,000 | |
| DONORS CHOOSE | ||||||||
| 213 WEST 35TH STREET 2ND FLOOR | EAST NEW YORK | NY | 10001 | NONE | PC | GENERAL OPERATING SUPPORT | $4,000 | |
| CHAUTAUQUA INSTITUTION | ||||||||
| PO BOX 28 | CHAUTAUQUA | NY | 14722 | NONE | PC | GENERAL OPERATING SUPPORT | $10,000 | |
| VIRGINIA ENGINEERING FOUNDATION | ||||||||
| PO BOX 400256 | CHARLOTTESVILLE | VA | 22904 | NONE | PC | GENERAL OPERATING SUPPORT | $10,000 | |
| AMIGOS DE LAS AMERICAS | ||||||||
| 5618 STAR LANE | HOUSTON | TX | 77057 | NONE | PC | GENERAL OPERATING SUPPORT | $10,000 | |
| TEACHERS COLLEGE OF SAN JOAQUIN | ||||||||
| 2857 TRANSWORLD DR | STOCKTON | CA | 95206 | NONE | PC | GENERAL OPERATING SUPPORT | $54,835 | |
| TEACH FOR AMERICA BAY AREA | ||||||||
| 22 FOURTH STREET | SAN FRANCISCO | CA | 94103 | NONE | PC | GENERAL OPERATING SUPPORT | $50,000 | |
| NEW TEACHER CENTER | ||||||||
| 725 FRONT ST SUITE 400 | SANTA CRUZ | CA | 95060 | NONE | PC | GENERAL OPERATING SUPPORT | $50,000 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $324,171 | TotalGrantOrContriPdDurYrAmt |
Grant Or Contri Apprv For Fut GrantOrContriApprvForFutGrp (3 entries)
| Address Line1RecipientUSAddress/AddressLine1 | Address Line2RecipientUSAddress/AddressLine2 | CityRecipientUSAddress/City | StateRecipientUSAddress/State | ZIP CodeRecipientUSAddress/ZIPCode | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|---|
| BREAKTHROUGH SILICON VALLEY | ||||||||
| C/O HOOVER MIDDLE SCHOOL 1635 PARK | AVENUE | SAN JOSE | CA | 95126 | NONE | PC | GENERAL OPERATING SUPPORT | $80,000 |
| PLANNED PARENTHOOD FEDERATION OF AMERICA | ||||||||
| 434 WEST 33RD STREET | NEW YORK | NY | 10001 | NONE | PC | GENERAL OPERATING SUPPORT | $20,000 | |
| WOMEN'S LAW PROJECT | ||||||||
| 125 SOUTH 9TH ST SUITE 300 | PHILADELPHIA | PA | 19107 | NONE | PC | GENERAL OPERATING SUPPORT | $20,000 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Apprv Fut | $120,000 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $558 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $23,898 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $508,510 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $532,966 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $532,966 | 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 | AddressLine1 |
| City | MOUNTAIN VIEW | City |
| State | CA | State |
| ZIP Code | 94041 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $100,000 | 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 | $5,520 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $0 | 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 | $1,063,651 | EOYBookValueAmt |
| EOYFMV | $1,050,666 | 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 | $802,738 |
| WESTERLY PARTNERS L.P. | AT COST | $653,968 | $704,817 |
| CLOVER STREET FUND | AT COST | $581,044 | $667,584 |
| KILIMANJARO CAPITAL, LLC | AT COST | $532,558 | $542,464 |
| LYON STREET INVESTORS, LP | AT COST | $487,298 | $659,331 |
| TENZING GLOBAL INVESTORS FUND | AT COST | $679,582 | $810,307 |
| VANGUARD TAX-EXEMPT TERM BOND FUND | AT COST | $500,076 | $500,332 |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL FEES | CategoryTxt |
| Legal Fees | $6,617 | LegalFeesAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (10 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| ORDINARY LOSS FROM K-1S | $4,544 | $4,544 | $0 | $0 |
| OTHER EXPENSES FROM K-1S | $72,683 | $72,683 | $0 | $0 |
| CASH FX TRANSLATION GAIN/LOSS | $436 | $436 | $0 | $0 |
| INVESTMENT EXPENSES KILIMANJARO | $10,790 | $10,790 | $0 | $0 |
| SUPPLIES | $5,344 | $0 | $0 | $5,344 |
| WEB SITE | $9,775 | $0 | $0 | $9,775 |
| BOARD | $11,045 | $0 | $0 | $11,045 |
| EXPENSE REIMBURSEMENT | $650 | $0 | $0 | $650 |
| CONFERENCE | $1,475 | $0 | $0 | $1,475 |
| GRANT MANAGEMENT SOFTWARE | $8,500 | $0 | $0 | $8,500 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ADVISORY FEES | CategoryTxt |
| Amt | $99,642 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $99,642 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (5 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| FOREIGN TAXES FROM K-1S | $110 | $110 | $0 | $0 |
| FEDERAL TAXES | $1,675 | $0 | $0 | $0 |
| STATE TAXES | $10 | $0 | $0 | $0 |
| FILING FEES | $75 | $0 | $0 | $75 |
| STATE TAX WITHHELD | $49 | $0 | $0 | $0 |