INTREPID PHILANTHROPY FOUNDATION: Form 990PF, tax year 2025
View the entire original 990 at ProPublica ↗
- Organization
- INTREPID PHILANTHROPY FOUNDATION (EIN 30-0527867)
- Tax period
- 2025-01-01 to 2025-12-31
- Filed
- 2026-05-11
- IRS object ID
- 202621319349103712
- Schema version
- 2025v4.1
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- Schedule B
- Accounting Fees Schedule
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Other Expenses Schedule
- Other Income Schedule2
- Other Increases Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2026-05-11T14:19:01-05:00 | ReturnTs |
| Tax Period End | 2025-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 814234542 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BPM LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 10 ALMADEN BOULEVARD SUITE 1000 | AddressLine1Txt |
| City | SAN JOSE | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 951132238 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2025-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 300527867 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | INTREPID PHILANTHROPY FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | INTR | BusinessNameControlTxt |
| Phone | 4155616540 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1660 BUSH STREET 300 | AddressLine1Txt |
| City | SAN FRANCISCO | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 94109 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | KAREN LESHNER | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 4155616540 | PhoneNum |
| Signature | 2026-05-08 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | TAMARA L MCINERNEY | PreparerPersonNm |
| PTIN | P00011797 | PTIN |
| Phone | 4089616300 | PhoneNum |
| Preparation | 2026-05-08 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2025 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $2,119,229 | 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 | $451,991 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $46 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $46 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $24,330 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $44,938 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | -$22,023 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $744,871 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $238,339 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $2,551 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $3,980 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $456,895 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $287,303 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $12,405 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $12,405 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $292,228 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $149,716 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $142,512 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $5,917 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $570 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $131,926 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Net Invst Incm | $0 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $131,926 | TravConfMeetingDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $16,197 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $20,438 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $13,452 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $458,673 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $170,724 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $300,295 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $925,667 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $620,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $1,384,340 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $170,724 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $920,295 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$927,445 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $116,579 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $40,124 | CashBOYAmt |
| Cash EOY | -$5,496 | CashEOYAmt |
| Cash EOYFMV | -$5,496 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $459,298 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $19 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $19 | SavAndTempCashInvstEOYFMVAmt |
| Acct Rcvbl | $5,293 | AcctRcvblAmt |
| Acct Rcvbl EOY | $5,293 | AcctRcvblEOYAmt |
| Acct Rcvbl EOYFMV | $5,293 | AcctRcvblEOYFMVAmt |
| Prepaid Expenses BOY | $2,837 | PrepaidExpensesBOYAmt |
| Prepaid Expenses EOY | $3,002 | PrepaidExpensesEOYAmt |
| Prepaid Expenses EOYFMV | $3,002 | PrepaidExpensesEOYFMVAmt |
| Corporate Stock BOY | $199,916 | CorporateStockBOYAmt |
| Corporate Stock EOY | $100,105 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $108,698 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $249,036 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $233,945 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $233,030 | CorporateBondsEOYFMVAmt |
| Other Investments BOY | $377,397 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $377,397 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $1,774,683 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $1,328,608 | TotalAssetsBOYAmt |
| Total Assets EOY | $714,265 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $2,119,229 | TotalAssetsEOYFMVAmt |
| Accounts Payable BOY | $54,291 | AccountsPayableBOYAmt |
| Accounts Payable EOY | $21,355 | AccountsPayableEOYAmt |
| Grants Payable BOY | $100,000 | GrantsPayableBOYAmt |
| Grants Payable EOY | $445,291 | GrantsPayableEOYAmt |
| Total Liabilities BOY | $154,291 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $466,646 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $1,174,317 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | $247,619 | NoDonorRstrNetAssestsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $1,174,317 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $247,619 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $1,328,608 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $714,265 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $1,174,317 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$927,445 | ExcessRevenueOverExpensesAmt |
| Other Increases | $747 | OtherIncreasesAmt |
| Subtotal | $247,619 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $247,619 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (6 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt |
|---|---|---|---|---|---|
| POTRERO CAPITAL RESEARCH PARNTERS | P | $43,093 | $43,093 | ||
| AB FINANCIAL SERVICES OPPORTUNITIES LP | P | $26,708 | $26,708 | ||
| PANORAMIC PARTNERS LP | P | $9,417 | $9,417 | ||
| VANGUARD RUSSELL 2000 ETF | P | $2,756 | $2,756 | $102,567 | $99,811 |
| BERNSTEIN | P | -$29,100 | -$29,100 | $235,992 | $265,092 |
| SCHWAB | D | $185,465 | $185,465 | $406,312 | $220,847 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $238,339 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $1,620 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $1,620 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $1,620 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $2,998 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $2,998 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $1,378 | OverpaymentAmt |
| Applied To ES Tax | $1,378 | AppliedToESTaxAmt |
| Refund | $0 | RefundAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (1) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | CA | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | 0 | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | WWW.INTREPID-PHILANTHROPY.ORG | WebsiteAddressTxt |
| Individual With Books | PACIFIC FOUNDATION SERVICES | IndividualWithBooksNm |
| Phone | 4155616540 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1660 BUSH STREET 300 | AddressLine1Txt |
| City | SAN FRANCISCO | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 94109 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | 0 | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | 0 | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | 0 | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | 0 | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | 0 | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | 0 | BusinessHoldingsInd |
| Jeopardy Investments | 0 | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | 0 | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | 0 | InfluenceLegislationInd |
| Influence Election | 0 | InfluenceElectionInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (3 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| KAREN LESHNER | ||||||||
| 1660 BUSH STREET 300 | SAN FRANCISCO | CA | 94109 | FOUNDER & PRESIDENT | 8.00 | $0 | $0 | $0 |
| DAVID WAGONFELD | ||||||||
| 1660 BUSH STREET 300 | SAN FRANCISCO | CA | 94109 | TREASURER | 1.00 | $0 | $0 | $0 |
| JOANNE SCHNEIDER | ||||||||
| 1660 BUSH STREET 300 | SAN FRANCISCO | CA | 94109 | SECRETARY | 1.25 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp (3 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Service TypeServiceTypeTxt | CompensationCompensationAmt |
|---|---|---|---|---|---|
| ROCKEFELLER PHILANTHROPY ADVISORS | |||||
| 44 MONTGOMERY STREET SUITE 850 | SAN FRANCISCO | CA | 94104 | ADVISING | $148,201 |
| INDIAN SPRINGS RESORT | |||||
| 1712 LINCOLN AVE | CALISTOGA | CA | 94515 | CONFERENCE, CONVENTION & MEETING | $95,955 |
| PACIFIC FOUNDATION SERVICES | |||||
| 1660 BUSH ST 300 | SAN FRANCISCO | CA | 94109 | MANAGEMENT | $60,726 |
| 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 | $227,852 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $185,108 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $1,753,717 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $2,166,677 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $2,166,677 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $32,500 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $2,134,177 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $106,709 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $106,709 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $1,620 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $1,620 | TotalTaxAmt |
| Distributable Before Adj | $105,089 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $37,124 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $142,213 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $142,213 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $920,295 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $920,295 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $142,213 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $829,201 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $708,565 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $624,405 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $672,791 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $738,986 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $3,573,948 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $920,295 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $142,213 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $778,082 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $4,352,030 | 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 | $829,201 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $3,522,829 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $708,565 | ExcessFromYear4Amt |
| Excess From Year3 | $624,405 | ExcessFromYear3Amt |
| Excess From Year2 | $672,791 | ExcessFromYear2Amt |
| Excess From Year1 | $738,986 | ExcessFromYear1Amt |
| Excess From Current Year | $778,082 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | KAREN LESHNER | ContributingManagerNm |
Application Submission Info ApplicationSubmissionInfoGrp (3 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient PhoneRecipientPhoneNum | Form And Info And MaterialsFormAndInfoAndMaterialsTxt | Submission DeadlinesSubmissionDeadlinesTxt | Restrictions On AwardsRestrictionsOnAwardsTxt |
|---|---|---|---|---|---|---|---|
| SAHAR MOMAND WENDY YU EINHORN | |||||||
| 1660 BUSH STREET | SAN FRANCISCO | CA | 94109 | 4155616540 | INFORMATION SUBMITTED VIA EMAIL: - ORGANIZATIONAL PRIORITIES - PROJECT SCOPE (IF APPLICABLE) - BUDGET - ORGANIZATIONAL FINANCIALS AND TAX-EXEMPT DOCUMENTATION | N/A, CASE-BY-CASE | GRANTS MAY NOT BE USED FOR LOBBYING |
| SAHAR MOMAND WENDY YU EINHORN | |||||||
| 1660 BUSH STREET | SAN FRANCISCO | CA | 94109 | 4155616540 | LOIS ARE SUBMITTED VIA AN ONLINE PORTAL - FOUNDANT. - CONTACT, SUBJECT AREA, PROJECT DESCRIPTION AND IMPACT, TEAM INFORMATION, SCHOOL INFORMATION. SUCCESS LOIS ARE MOVED TO THE APPLICATIONS STAGE THROUGH FOUNDANT, WITH ADDITIONAL ITEMS SUCH AS VIDEOS ADDED TO DROPBOX. - PROJECT OVERVIEW, PROJECT OVERVIEW AND IMPACT, VIDEO OF TEAM, PROFESSIONAL DEVELOPMENT HISTORY AND INFORMATION, PROJECT TIMELINE, PROJECT BUDGET, DETAILED TEAM INFORMATION, DETAILED SCHOOL INFORMATION, SUPPORT LETTER FROM PRINCIPAL/ADMINISTRATION | LOIS WERE ACCEPTED END OF SEPTEMBER TO MID-NOVEMBER. SELECTED LOIS ARE DUE DATE OF MID-LATE JANUARY | HTTPS://LIGHTAWARDS.ORG/PROJECT-CRITERIA/ AND HTTP://LIGHTAWARDS.ORG/ELIGIBILITY/ GRANTS MAY NOT BE USED FOR LOBBYING |
| SAHAR MOMAND WENDY YU EINHORN | |||||||
| 1660 BUSH STREET | SAN FRANCISCO | CA | 94109 | 4155616540 | INFORMATION SUBMITTED VIA EMAIL: - ORGANIZATION NAME - PURPOSE | NOT APPLICABLE, THESE ARE RECOMMENDED THROUGHOUT THE FISCAL YEAR | GRANTS MAY NOT BE USED FOR LOBBYING |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (48 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusCd | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|---|
| ALAMEDA EMERGENCY FOOD | ||||||||
| PO BOX 2167 | ALAMEDA | CA | 94501 | NONE | PC | GENERAL OPERATING SUPPORT | $1,000 | |
| ALAMEDA UNIFIED SCHOOL DISTRICT | ||||||||
| 2060 CHALLENGER DR | ALAMEDA | CA | 94501 | NONE | GOV | FRANKLIN ELEMENTARY SCHOOL DONATION FUND | $5,000 | |
| ALBANY UNIFIED SCHOOL DISTRICT | ||||||||
| 1216 SOLANO AVE | ALBANY | CA | 947061725 | NONE | GOV | GLAD TRAINING FOR ELD TEACHERS | $20,000 | |
| BREAKTHROUGH SILICON VALLEY | ||||||||
| HOOVER MIDDLE SCHOOL 1635 PARK | SAN JOSE | CA | 95126 | NONE | PC | GENERAL OPERATING SUPPORT | $25,000 | AVENUE |
| CASTRO VALLEY HIGH SCHOOL | ||||||||
| 19400 SANTA MARIA AVE | CASTRO VALLEY | CA | 94546 | NONE | GOV | CREATING CULTURE THROUGH COLLABORATION | $20,000 | |
| CENTRAL PARK ELEMENTARY PARENT TEACHER ASSOCIATION (PTA) | ||||||||
| 2720 SONOMA PL | SANTA CLARA | CA | 950514806 | NONE | PC | COLLABORATIVE PROBLEM SOLVING: HELP IGNITE A FUTURE OF HOPE | $20,000 | |
| COLLEGE PARK ELEMENTARY SCHOOL | ||||||||
| 1001 BERMUDA DRIVE | SAN MATEO | CA | 94403 | NONE | GOV | PLC GLOBAL AMBASSADORS - COLLEGE PARK ELEMENTARY | $20,000 | |
| COMMUNITY HEALTH PROJECT INC | ||||||||
| 356 W 18TH ST ATTN DEVELOPMENT | NEW YORK | NY | 10011 | NONE | PC | GENERAL OPERATING SUPPORT | $2,500 | |
| COMMUNITY LEAGUE OF THE HEIGHTS | ||||||||
| 511 W 157TH ST | NEW YORK | NY | 10032 | NONE | PC | GENERAL OPERATING SUPPORT | $2,500 | |
| COMMUNITY READY CORPS | ||||||||
| 2571 TOWER DR STE 7 | MONROE | LA | 712015700 | NONE | PC | GENERAL OPERATING SUPPORT | $2,000 | |
| CRIME VICTIMS TREATMENT CENTER INC | ||||||||
| 40 EXCHANGE PL SUITE 510 | NEW YORK | NY | 10005 | NONE | PC | GENERAL OPERATING SUPPORT | $2,500 | |
| DONORSCHOOSE ORG | ||||||||
| 134 W 37TH ST FL 11 | NEW YORK | NY | 100186938 | NONE | PC | FUND LOCAL BAY AREA TEACHER PROJECTS | $5,000 | |
| DONORSCHOOSE ORG | ||||||||
| 134 W 37TH ST FL 11 | NEW YORK | NY | 100186938 | NONE | PC | FUND TEACHER PROJECTS | $5,000 | |
| EAST SIDE UNION HIGH SCHOOL DISTRICT | ||||||||
| 830 N CAPITOL AVE | SAN JOSE | CA | 95133 | NONE | GOV | ECOSYSTEMS OF ETHNIC STUDIES FOR SOCIAL JUSTICE | $10,000 | |
| EDUCATION FOUNDATION OF COTATI-ROHNERT PARK | ||||||||
| PO BOX 2736 | ROHNERT PARK | CA | 94927 | NONE | PC | ENGAGING MINDS: MULTISENSORY LEARNING INTERVENTIONS FOR ELEMENTARY CLASSROOMS | $20,000 | |
| EVERGREEN SCHOOL DISTRICT | ||||||||
| 3188 QUIMBY RD | SAN JOSE | CA | 95148 | NONE | GOV | TRANSFORMING OUR KINDER-FIRST GRADE LITERACY PROGRAM | $10,000 | |
| FRANKLIN-MCKINLEY SCHOOL DISTRICT | ||||||||
| 645 WOOL CREEK DRIVE | SAN JOSE | CA | 95112 | NONE | GOV | DEVELOPING STRONG MATHEMATICAL THINKING IN THE CLASSROOM | $20,000 | |
| GATEWAY PUBLIC SCHOOLS | ||||||||
| 1430 SCOTT STREET | SAN FRANCISCO | CA | 94115 | NONE | PC | BUILDING EQUITABLE ACCESS TO LEARNING FOR MULTILINGUAL LEARNERS IN THE SECONDARY CLASSROOM | $20,000 | |
| GATEWAY PUBLIC SCHOOLS | ||||||||
| 1430 SCOTT STREET | SAN FRANCISCO | CA | 94115 | NONE | PC | RESTORATIVE JUSTICE FROM DIVERSE PERSPECTIVES | $20,000 | |
| INQUIRING SYSTEMS INC | ||||||||
| 1275 4TH STREET 371 | SANTA ROSA | CA | 95404 | NONE | PC | GENERAL OPERATING SUPPORT | $4,000 | |
| KITCHEN TABLE ADVISORS | ||||||||
| 2150 ALLSTON WAY SUITE 320 | BERKELEY | CA | 94704 | NONE | PC | GENERAL OPERATING SUPPORT | $10,000 | |
| LOS ALTOS MOUNTAIN VIEW COMMUNITY FOUNDATION | ||||||||
| 183 HILLVIEW AVE | LOS ALTOS | CA | 94022 | NONE | PC | MVLA SCHOLARS | $10,000 | |
| LOS AMIGOS DE MANZANITA SEED | ||||||||
| 2409 E 27TH ST | OAKLAND | CA | 946011303 | NONE | PC | RETURNING TO OUR ROOTS: CRAFTING EMPOWERING LEARNING | $10,000 | |
| LUNA DANCE & CREATIVITY | ||||||||
| 1831 SOLANO AVE 7788 | BERKELEY | CA | 947075099 | NONE | PC | GENERAL OPERATING SUPPORT | $4,000 | |
| MAKE THE ROAD NEW YORK | ||||||||
| 301 GROVE STREET | BROOKLYN | NY | 11237 | NONE | PC | GENERAL OPERATING SUPPORT | $2,500 | |
| MEDICAL STUDENTS FOR CHOICE | ||||||||
| PO BOX 20132 | PHILADELPHIA | PA | 19145 | NONE | PC | GENERAL OPERATING SUPPORT | $5,000 | |
| NEW HOPE COVENANT CHURCH OAKLAND | ||||||||
| 1940 23RD AVE | OAKLAND | CA | 94601 | NONE | PC | CHARITABLE PURPOSES OF OAKTOWN BOULDERS | $4,000 | |
| NEW YORK CITY GAY AND LESBIAN ANTI-VIOLENCE PROJECT INC | ||||||||
| 116 NASSAU ST 3RD FLOOR | NEW YORK | NY | 100382402 | NONE | PC | GENERAL OPERATING SUPPORT | $2,500 | |
| OAKLAND LITERACY COALITION | ||||||||
| 2744 E 11TH ST SUITE A10 | OAKLAND | CA | 94601 | NONE | PC | CHAPTERS OF CHANGE | $10,000 | |
| OAKLAND UNIFIED SCHOOL DISTRICT | ||||||||
| 1011 UNION ST | OAKLAND | CA | 946072236 | NONE | GOV | FOUNDATIONAL LITERACY AND SYNTAX FOR NEWCOMER MULTILINGUAL LEARNERS | $20,000 | |
| OAKLAND UNIFIED SCHOOL DISTRICT | ||||||||
| 1011 UNION ST | OAKLAND | CA | 946072236 | NONE | GOV | CULTIVATING CONVERSATION: INCREASING STUDENT TALK IN THE CLASSROOM | $10,000 | |
| PHILANTHROPIC VENTURES FOUNDATION | ||||||||
| 1222 PRESERVATION PARK WAY | OAKLAND | CA | 94612 | NONE | PC | FOR AGENCY BY DESIGN - OAKLAND | $125,000 | |
| PHYSICIANS FOR REPRODUCTIVE HEALTH | ||||||||
| PO BOX 35 | HARTSDALE | NY | 105300035 | NONE | PC | GENERAL OPERATING SUPPORT | $5,000 | |
| PONDEROSA ENRICHMENT PROGRAMS COMMITTEE INC | ||||||||
| 804 PONDEROSA AVE | SUNNYVALE | CA | 940868612 | NONE | PC | RESOURCES FOR BAY AREA TEACHERS | $2,500 | |
| PTA CA CONGRESS OF PARENTS TEACHERS - OAKLAND TECH PTSA | ||||||||
| 4351 BROADWAY | OAKLAND | CA | 94609 | NONE | PC | CULTIVATING OUR COLLECTIVE EFFICACY TO SUPPORT FUTURE SOCIAL JUSTICE LEADERS | $10,000 | |
| QUEENS OF THE CASTRO INC | ||||||||
| 4325 MARTIN LUTHER KING JR WAY | OAKLAND | CA | 946091835 | NONE | PC | GENERAL OPERATING SUPPORT | $10,000 | |
| RAVENSWOOD EDUCATION FOUNDATION | ||||||||
| PO BOX 396 | MENLO PARK | CA | 94026 | NONE | PC | GENERAL OPERATING SUPPORT - TO FUND ENRICHMENT PROGRAMS, LITERACY, AND TEACHER PROFESSIONAL LEARNING IN RAVENSWOOD SCHOOL DISTRICT | $2,500 | |
| SAN MATEO UNION HIGH SCHOOL DISTRICT | ||||||||
| 506 N DELAWARE ST | SAN MATEO | CA | 944011700 | NONE | GOV | EQUITY FOR SMHS SCIENCE STUDENTS | $10,000 | |
| SHORELINE UNIFIED SCHOOL DISTRICT | ||||||||
| 10 JOHN STREET | TOMALES | CA | 94971 | NONE | GOV | INQUIRY TO EMPOWER COLLECTIVE EFFICACY | $10,000 | |
| SPARK SF PUBLIC SCHOOLS | ||||||||
| 135 VAN NESS AVENUE ROOM 119 | SAN FRANCISCO | CA | 94102 | NONE | PC | UNLOCKING THE SCIENCE OF BILITERACY | $10,000 | |
| TEACHING WELL INC | ||||||||
| 360 GRAND AVE 77 | OAKLAND | CA | 946104840 | NONE | PC | MINDFUL MENTORING FOR TEACHER LEADERS AT GARFIELD | $20,000 | |
| THE MARSHALL ELEMENTARY SCHOOL PARENT TEACHER ASSOCIATION (PTA) | ||||||||
| 20111 MARSHALL ST | CASTRO VALLEY | CA | 945464656 | NONE | PC | MARSHALL ELEMENTARY MULTILINGUAL LEARNER SUPPORT PROJECT | $20,000 | |
| THE RECONCILIATION CENTER INC | ||||||||
| PO BOX 24713 | BROOKLYN | NY | 11202 | NONE | PC | BLACK WOMEN'S BLUEPRINT | $2,500 | |
| TRANSLIFELINE | ||||||||
| 548 MARKET ST PMB 15337 | SAN FRANCISCO | CA | 941045401 | NONE | PC | GENERAL OPERATING SUPPORT | $2,500 | |
| UC BERKELEY FOUNDATION | ||||||||
| 1995 UNIVERSITY AVENUE SUITE 401 | BERKELEY | CA | 947041058 | NONE | PC | FOR CENTER FOR RESEARCH ON EXPANDING EDUCATIONAL OPPORTUNITY | $50,000 | |
| VOICES OF COMMUNITY ACTIVISTS & LEADERS VOCAL-NY-LOCAL INC | ||||||||
| 300 DOUGLASS ST | KINGS COUNTY | NY | 112173114 | NONE | PC | GENERAL OPERATING SUPPORT | $2,500 | |
| YU MING CHARTER SCHOOL | ||||||||
| 2501 CHESTNUT ST | OAKLAND | CA | 946072477 | NONE | PC | BILINGUAL DEI LEARNING THROUGH PROJECT BASED LEARNING | $10,000 | |
| HUMAN RIGHTS WATCH | ||||||||
| 350 5TH AVE 34TH FLOOR | NEW YORK | NY | 10118 | NONE | PC | GENERAL OPERATING SUPPORT | $5,000 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $620,000 | TotalGrantOrContriPdDurYrAmt |
Grant Or Contri Apprv For Fut GrantOrContriApprvForFutGrp (15 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusCd | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| CASTRO VALLEY HIGH SCHOOL | |||||||
| 19400 SANTA MARIA AVE | CASTRO VALLEY | CA | 94546 | NONE | GOV | CREATING CULTURE THROUGH COLLABORATION | $10,000 |
| CENTRAL PARK ELEMENTARY PARENT TEACHER ASSOCIATION (PTA) | |||||||
| 2720 SONOMA PL | SANTA CLARA | CA | 950514806 | NONE | PC | COLLABORATIVE PROBLEM SOLVING: HELP IGNITE A FUTURE OF HOPE | $10,000 |
| COLLEGE PARK ELEMENTARY SCHOOL | |||||||
| 1001 BERMUDA DRIVE | SAN MATEO | CA | 94403 | NONE | GOV | PLC GLOBAL AMBASSADORS - COLLEGE PARK ELEMENTARY | $10,000 |
| EDUCATION FOUNDATION OF COTATI-ROHNERT PARK | |||||||
| PO BOX 2736 | ROHNERT PARK | CA | 94927 | NONE | PC | ENGAGING MINDS: MULTISENSORY LEARNING INTERVENTIONS FOR ELEMENTARY CLASSROOMS | $10,000 |
| FRANKLIN-MCKINLEY SCHOOL DISTRICT | |||||||
| 645 WOOL CREEK DRIVE | SAN JOSE | CA | 95112 | NONE | GOV | DEVELOPING STRONG MATHEMATICAL THINKING IN THE CLASSROOM | $10,000 |
| GATEWAY PUBLIC SCHOOLS | |||||||
| 1430 SCOTT STREET | SAN FRANCISCO | CA | 94115 | NONE | PC | BUILDING EQUITABLE ACCESS TO LEARNING FOR MULTILINGUAL LEARNERS IN THE SECONDARY CLASSROOM | $10,000 |
| GATEWAY PUBLIC SCHOOLS | |||||||
| 1430 SCOTT STREET | SAN FRANCISCO | CA | 94115 | NONE | PC | RESTORATIVE JUSTICE FROM DIVERSE PERSPECTIVES | $10,000 |
| MOUNTAIN VIEW CLT | |||||||
| 316 ESCUELA AVE APT 108 | MOUNTAIN VIEW | CA | 940401878 | NONE | PC | GENERAL OPERATING SUPPORT | $5,000 |
| OAKLAND UNIFIED SCHOOL DISTRICT | |||||||
| 1011 UNION ST | OAKLAND | CA | 946072236 | NONE | GOV | FOUNDATIONAL LITERACY AND SYNTAX FOR NEWCOMER MULTILINGUAL LEARNERS | $10,000 |
| PHILANTHROPIC VENTURES FOUNDATION | |||||||
| 1222 PRESERVATION PARK WAY | OAKLAND | CA | 94612 | NONE | PC | FOR AGENCY BY DESIGN - OAKLAND | $125,000 |
| PHILANTHROPIC VENTURES FOUNDATION | |||||||
| 1222 PRESERVATION PARK WAY | OAKLAND | CA | 94612 | NONE | PC | FOR AGENCY BY DESIGN - OAKLAND | $125,000 |
| TEACHING WELL INC | |||||||
| 360 GRAND AVE 77 | OAKLAND | CA | 946104840 | NONE | PC | MINDFUL MENTORING FOR TEACHER LEADERS AT GARFIELD | $10,000 |
| THE MARSHALL ELEMENTARY SCHOOL PARENT TEACHER ASSOCIATION (PTA) | |||||||
| 20111 MARSHALL ST | CASTRO VALLEY | CA | 945464656 | NONE | PC | MARSHALL ELEMENTARY MULTILINGUAL LEARNER SUPPORT PROJECT | $10,000 |
| UC BERKELEY FOUNDATION | |||||||
| 1995 UNIVERSITY AVENUE SUITE 401 | BERKELEY | CA | 947041058 | NONE | PC | FOR CENTER FOR RESEARCH ON EXPANDING EDUCATIONAL OPPORTUNITY | $50,000 |
| UC BERKELEY FOUNDATION | |||||||
| 1995 UNIVERSITY AVENUE SUITE 401 | BERKELEY | CA | 947041058 | NONE | PC | FOR CENTER FOR RESEARCH ON EXPANDING EDUCATIONAL OPPORTUNITY | $50,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Apprv Fut | $455,000 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $46 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $24,330 | ExclusionAmt |
Other Investment Income OtherInvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $2,551 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | -$22,023 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $4,904 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $4,904 | 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 (2 entries)
| ContributorContributorNum | Address Line1ContributorUSAddress/AddressLine1Txt | CityContributorUSAddress/CityNm | State AbbreviationContributorUSAddress/StateAbbreviationCd | ZIPContributorUSAddress/ZIPCd | Total ContributionsTotalContributionsAmt | Person ContributionPersonContributionInd | Noncash ContributionNoncashContributionInd |
|---|---|---|---|---|---|---|---|
| KAREN LESHNER | |||||||
| 1 | 1660 BUSH STREET 300 | SAN FRANCISCO | CA | 94109 | $425,920 | Yes (X) | Yes (X) |
| DAVID WAGONFELD | |||||||
| 2 | 1660 BUSH STREET 300 | SAN FRANCISCO | CA | 94109 | $26,071 | Yes (X) | |
Non Cash Property Contribution NonCashPropertyContributionGrp (2 entries)
| ContributorContributorNum | Noncash PropertyNoncashPropertyDesc | Fair Market ValueFairMarketValueAmt | ReceivedReceivedDt |
|---|---|---|---|
| 1 | PUBLICLY TRADED SECURITIES | $375,920 | 2025-12-31 |
| 2 | PUBLICLY TRADED SECURITIES | $26,071 | 2025-12-31 |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $12,405 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $12,405 | DisbursementsCharitablePrpsAmt |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond | BERNSTEIN | BondNm |
| EOY Book Value | $233,945 | EOYBookValueAmt |
| EOYFMV | $233,030 | EOYFMVAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | CHARLES SCHWAB - 9728 | StockNm |
| EOY Book Value | $100,105 | EOYBookValueAmt |
| EOYFMV | $108,698 | EOYFMVAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (2 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| AB FINANCIAL SERVICES OP FUND & POTRERO CAPITAL RESEARCH PARTNERS | AT COST | $127,397 | $1,435,257 |
| PANORAMIC PARTNERS, L.P. | AT COST | $250,000 | $339,426 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (7 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| BANK AND CREDIT CARD FEES | $453 | $453 | $0 |
| DUES & SUBSCRIPTIONS | $1,228 | $0 | $1,228 |
| INVESTMENT EXPENSES | $2,292 | $19,985 | $0 |
| FILING FEES | $120 | $0 | $120 |
| WEB HOSTING FEES | $74 | $0 | $74 |
| WEBSITE DEVELOPMENT COSTS | $11,320 | $0 | $11,320 |
| PRINTING AND COPYING | $710 | $0 | $710 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt |
|---|---|---|---|
| PASSTHROUGH INVESTMENTS | $0 | $3,980 | $0 |
| CREDIT CARD REWARD POINTS | $2,551 | $0 | $2,551 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | COST BASIS ADJUSTMENT | Desc |
| Amt | $747 | Amt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| ADVISORY FEES | $149,716 | $149,716 | $0 |
| MANAGEMENT FEES | $102,512 | $0 | $102,512 |
| ADVISORY BOARD STIPENDS | $40,000 | $0 | $40,000 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FOREIGN TAXES PASSTHROUGH | $117 | $570 | $0 |
| EXCISE TAX | $5,800 | $0 | $0 |