MITCHELL KAPOR FOUNDATION: Form 990PF, tax year 2021
View the entire original 990 at ProPublica ↗
- Organization
- MITCHELL KAPOR FOUNDATION (EIN 94-3330604)
- Tax period
- 2021-01-01 to 2021-12-31
- Filed
- 2022-11-15
- IRS object ID
- 202233199349103813
- Schema version
- 2021v4.2
- 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
- Expenditure Responsibility Stmt
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Legal Fees Schedule
- Other Assets Schedule
- Other Decreases Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Liabilities Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2022-11-15T11:37:16-06:00 | ReturnTs |
| Tax Period End | 2021-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 910189318 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MOSS ADAMS LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 101 SECOND STREET SUITE 900 | AddressLine1Txt |
| City | SAN FRANCISCO | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 94105 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2021-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 943330604 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MITCHELL KAPOR FOUNDATION | BusinessNameLine1Txt |
| Business Name Line2 | DBA KAPOR CENTER FOR SOCIAL IMPACT | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | MITC | BusinessNameControlTxt |
| Phone | 5102554650 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2148 BROADWAY | AddressLine1Txt |
| City | OAKLAND | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 94612 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | GAURAV VASHIST | PersonNm |
| Person Title | TREASURER | PersonTitleTxt |
| Phone | 5102554650 | PhoneNum |
| Signature | 2022-11-15 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | GAURAV | PersonFirstNm |
| Person Last | VASHIST | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | MICHAEL LUMSDEN | PreparerPersonNm |
| PTIN | P01262236 | PTIN |
| Phone | 4159561500 | PhoneNum |
| Preparation | 2022-11-15 | PreparationDt |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 3 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2021 | TaxYr |
| Build TS | 2022-09-23 18:48:47Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $193,624,254 | 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 | $50,273,753 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $9,094 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $9,094 | InterestOnSavNetInvstIncmAmt |
| Interest On Savings Adj Net Incm | $9,094 | InterestOnSavingsAdjNetIncmAmt |
| Dividends Rev And Expnss | $28,981,701 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $29,048,710 | DividendsNetInvstIncmAmt |
| Dividends Adj Net Incm | $29,048,710 | DividendsAdjNetIncmAmt |
| Gross Rents Rev And Expnss | $94,160 | GrossRentsRevAndExpnssAmt |
| Gross Rents Net Invst Incm | $94,160 | GrossRentsNetInvstIncmAmt |
| Gross Rents Adj Net Incm | $94,160 | GrossRentsAdjNetIncmAmt |
| Net Rental Income Or Loss | $94,160 | NetRentalIncomeOrLossAmt |
| Net Gain Sale Ast Rev And Expnss | $48,384,695 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $69,280,071 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $46,610,644 | CapGainNetIncmNetInvstIncmAmt |
| Net ST Capital Gain Adj Net Incm | $118,802 | NetSTCapitalGainAdjNetIncmAmt |
| Other Income Rev And Expnss | $58,801 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | -$486,828 | OtherIncomeNetInvstIncmAmt |
| Other Income Adj Net Incm | -$428,027 | OtherIncomeAdjNetIncmAmt |
| Total Rev And Expnss | $127,802,204 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $75,275,780 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $28,842,739 | TotalAdjNetIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $378,475 | 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 | $378,475 | CompOfcrDirTrstDsbrsChrtblAmt |
| Oth Empl Slrs Wgs Rev And Expnss | $2,499,058 | OthEmplSlrsWgsRevAndExpnssAmt |
| Oth Empl Slrs Wgs Net Invst Incm | $0 | OthEmplSlrsWgsNetInvstIncmAmt |
| Oth Empl Slrs Wgs Adj Net Incm | $0 | OthEmplSlrsWgsAdjNetIncmAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $2,499,058 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Pension Empl Bnft Rev And Expnss | $393,566 | PensionEmplBnftRevAndExpnssAmt |
| Pension Empl Bnft Net Invst Incm | $0 | PensionEmplBnftNetInvstIncmAmt |
| Pension Empl Bnft Adj Net Incm | $0 | PensionEmplBnftAdjNetIncmAmt |
| Pension Empl Bnft Dsbrs Chrtbl | $393,566 | PensionEmplBnftDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $24,409 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $12,205 | LegalFeesNetInvstIncmAmt |
| Legal Fees Adj Net Incm | $0 | LegalFeesAdjNetIncmAmt |
| Legal Fees Dsbrs Chrtbl | $12,204 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $62,700 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $31,350 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $0 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $31,350 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $2,739,838 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $218,736 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Adj Net Incm | $0 | OtherProfFeesAdjNetIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $2,521,102 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $619,244 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $0 | TaxesNetInvstIncmAmt |
| Taxes Adj Net Incm | $0 | TaxesAdjNetIncmAmt |
| Taxes Dsbrs Chrtbl | $619,244 | TaxesDsbrsChrtblAmt |
| Deprec And Dpltn Rev And Expnss | $44,249 | DeprecAndDpltnRevAndExpnssAmt |
| Deprec And Dpltn Net Invst Incm | $0 | DeprecAndDpltnNetInvstIncmAmt |
| Deprec And Dpltn Adj Net Incm | $0 | DeprecAndDpltnAdjNetIncmAmt |
| Occupancy Rev And Expnss | $338,531 | OccupancyRevAndExpnssAmt |
| Occupancy Net Invst Incm | $0 | OccupancyNetInvstIncmAmt |
| Occupancy Adj Net Incm | $0 | OccupancyAdjNetIncmAmt |
| Occupancy Dsbrs Chrtbl | $338,531 | OccupancyDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $80,207 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Net Invst Incm | $0 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Adj Net Incm | $0 | TravConfMeetingAdjNetIncmAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $80,207 | TravConfMeetingDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $719,173 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $70,180 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Adj Net Incm | $0 | OtherExpensesAdjNetIncmAmt |
| Other Expenses Dsbrs Chrtbl | $558,598 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $7,899,450 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $332,471 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $7,432,335 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $3,308,986 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $5,210,358 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $11,208,436 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $332,471 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $12,642,693 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $116,593,768 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $74,943,309 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $28,842,739 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash EOY | $270 | CashEOYAmt |
| Cash EOYFMV | $270 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $32,159,810 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $78,671,984 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $78,671,984 | SavAndTempCashInvstEOYFMVAmt |
| Grants Receivable BOY | $4,900 | GrantsReceivableBOYAmt |
| Grants Receivable EOY | $184,388 | GrantsReceivableEOYAmt |
| Grants Receivable EOYFMV | $184,388 | GrantsReceivableEOYFMVAmt |
| Corporate Stock BOY | $18,028,532 | CorporateStockBOYAmt |
| Corporate Stock EOY | $31,139,525 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $31,139,525 | CorporateStockEOYFMVAmt |
| Other Investments BOY | $49,925,367 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $67,942,196 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $67,942,196 | OtherInvestmentsEOYFMVAmt |
| Land Bldg Equip Cost Or Other Bss | $383,342 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $98,746 | LandBldgEquipAccumDeprecAmt |
| Land BOY | $328,845 | LandBOYAmt |
| Land EOY | $284,596 | LandEOYAmt |
| Land EOYFMV | $284,596 | LandEOYFMVAmt |
| Other Assets BOY | $8,195,012 | OtherAssetsBOYAmt |
| Other Assets EOY | $15,401,295 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $15,401,295 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $108,642,466 | TotalAssetsBOYAmt |
| Total Assets EOY | $193,624,254 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $193,624,254 | TotalAssetsEOYFMVAmt |
| Accounts Payable BOY | $550,538 | AccountsPayableBOYAmt |
| Accounts Payable EOY | $590,933 | AccountsPayableEOYAmt |
| Grants Payable BOY | $5,801,636 | GrantsPayableBOYAmt |
| Grants Payable EOY | $3,900,264 | GrantsPayableEOYAmt |
| Other Liabilities BOY | $1,222,890 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $1,222,890 | OtherLiabilitiesEOYAmt |
| Total Liabilities BOY | $7,575,064 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $5,714,087 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $99,318,154 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | $185,288,231 | NoDonorRstrNetAssestsEOYAmt |
| Donor Rstr Net Assets BOY | $1,749,248 | DonorRstrNetAssetsBOYAmt |
| Donor Rstr Net Assets EOY | $2,621,936 | DonorRstrNetAssetsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $101,067,402 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $187,910,167 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $108,642,466 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $193,624,254 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $101,067,402 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $116,593,768 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $217,661,170 | SubtotalAmt |
| Other Decreases | $29,751,003 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $187,910,167 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (6 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | How AcquiredHowAcquiredCd |
|---|---|---|---|---|---|---|---|
| PUBLICLY TRADED SECURITIES (LT) - GOLDMAN SACHS | 2020-12-31 | 2021-12-31 | $48,346,316 | $1,338,853 | $47,007,463 | $47,007,463 | |
| LINDEN LABS STOCK | 2020-12-31 | 2021-12-31 | $300,763 | $287,000 | $13,763 | $13,763 | P |
| GENIUS PLAZA STOCK (WRITE-OFF) | 2020-12-31 | 2021-12-31 | $2,665,738 | -$2,665,738 | -$2,665,738 | P | |
| ST CAPITAL LOSS FROM PASSTHROUGHS | 2021-01-01 | 2021-12-31 | $48,692 | $48,692 | $48,692 | P | |
| LT CAPITAL GAINS FROM PASSTHROUGHS | 2020-12-31 | 2021-12-31 | $2,136,354 | $2,136,354 | $2,136,354 | P | |
| CRYPTOCURRENCY SALES | 2021-01-01 | 2021-12-31 | $18,447,946 | $18,377,836 | $70,110 | $70,110 | P |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $46,610,644 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | $118,802 | NetShortTermCapitalGainLossAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $1,041,712 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $1,041,712 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $1,041,712 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $125,000 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $100,000 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $225,000 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $22,661 | EsPenaltyAmt |
| Tax Due | $839,373 | 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 | Yes (1) | 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.KAPORCENTER.ORG | WebsiteAddressTxt |
| Individual With Books | GAURAV VASHIST | IndividualWithBooksNm |
| Phone | 5102554650 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2148 BRAODWAY | AddressLine1Txt |
| City | OAKLAND | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 94612 | 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 | Yes (1) | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | Yes (1) | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | 0 | ActsFailToQlfyAsExceptionsInd |
| 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 | Yes (1) | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Transactions Fail To Qlfy As Exc | 0 | TransactionsFailToQlfyAsExcInd |
| Maintained Expenditure Rspns | Yes (1) | MaintainedExpenditureRspnsInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (4 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| MITCHELL D KAPOR | ||||||||
| 2148 BROADWAY | OAKLAND | CA | 94612 | PRESIDENT | 2.00 | $0 | $0 | $0 |
| FREADA KAPOR-KLEIN | ||||||||
| 2148 BROADWAY | OAKLAND | CA | 94612 | CHAIR | 2.00 | $0 | $0 | $0 |
| ALLISON SCOTT | ||||||||
| 2148 BROADWAY | OAKLAND | CA | 94612 | SECR / CHIEF EXECUTIVE OFFICER | 40.00 | $378,475 | $12,384 | $0 |
| GAURAV VASHIST | ||||||||
| 2148 BROADWAY | OAKLAND | CA | 94612 | TREASURER | 20.00 | $0 | $0 | $0 |
Compensation Highest Paid Empl CompensationHighestPaidEmplGrp (5 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee BenefitsEmployeeBenefitsAmt | Expense AccountExpenseAccountAmt |
|---|---|---|---|---|---|---|---|---|
| LILIBETH GANGAS | ||||||||
| 2148 BROADWAY | OAKLAND | CA | 94612 | CHIEF TECH COMMUNITY | 40.00 | $205,448 | $7,452 | $0 |
| DINAH CONSUEGRA | ||||||||
| 2148 BROADWAY | OAKLAND | CA | 94612 | CHIEF OF STAFF AND L | 40.00 | $204,024 | $594 | $0 |
| SONIA KOSHY | ||||||||
| 2148 BROADWAY | OAKLAND | CA | 94612 | SR DIR MEASUREMENT, | 40.00 | $202,553 | $248 | $0 |
| KIMBERLY BARDAKIAN | ||||||||
| 2148 BROADWAY | OAKLAND | CA | 94612 | SR DIRECTOR OF PARTN | 40.00 | $193,834 | $7,429 | $0 |
| CYNTHIA OVERTON | ||||||||
| 2148 BROADWAY | OAKLAND | CA | 94612 | SR DIR TECH WORKPLAC | 40.00 | $187,863 | $12,385 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Employee Paid Over50k | 17 | OtherEmployeePaidOver50kCnt |
Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp (4 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Service TypeServiceTypeTxt | CompensationCompensationAmt |
|---|---|---|---|---|---|
| RALLY | |||||
| 5670 WILSHIRE BLVD STE 820 | LOS ANGELES | CA | 90036 | COMMUNICATION & MARKETING SERVICES | $260,429 |
| CENTER FOR OPEN DATA ENTERPRISE INC | |||||
| 1100 13TH ST NW SUITE 800 | WASHINGTON | DC | 20005 | CONSULTING - EJDC SUMMIT | $200,000 |
| ADDISON GROUP | |||||
| 7076 SOLUTIONS CENTER | CHICAGO | IL | 60677 | TEMPORARY SERVICES | $73,054 |
| MOSS ADAMS LLP | |||||
| PO BOX 101822 | PASADENA | CA | 91189 | AUDIT & TAX SERVICES | $62,700 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | TECH WORKPLACE INITIATIVES FOCUSES ON STRENGTHENING THE FIELD OF DIVERSITY AND INCLUSION PRACTITIONERS IN TECH COMPANIES. IT ALSO PROVIDES RESOURCES AND GUIDANCE FOR TECH COMPANY EMPLOYEES TO SELF-ORGANIZE FOR GREATER REPRESENTATION, RETENTION, AND CAREER ADVANCEMENT IN THE TECH INDUSTRY. | Description1Txt |
| Expenses1 | $5,161,420 | Expenses1Amt |
| Description2 | COMMUNITY ENGAGEMENT - THE ORGANIZATION PROVIDES PROGRAMMING AND RESOURCES TO BUILD PATHWAYS INTO TECHNOLOGY AND ENTREPRENEURSHIP WITHIN OAKLAND AND THE EAST BAY. THE TECH ECOSYSTEMS FOCUS AREA ALSO BUILDS RELATIONSHIPS AND EXPLORES OPPORTUNITIES TO BUILD A NETWORK OF INCLUSIVE TECH ECOSYSTEMS IN OTHER CITIES ACROSS THE NATION. ADDITIONALLY, THE ORGANIZATION ALSO SUPPORTS EXTERNAL EFFORTS THAT ALIGN WITH THE FOUNDATION'S MISSION, AS WELL AS FOSTER GOOD COMMUNITY RELATIONS, PRIMARILY THROUGH EVENT SPONSORSHIPS, SMALL GRANTS, AND PROVIDING SPACE UTILIZATION IN THE FOUNDATION'S BUILDING FOR COMMUNITY EVENTS. | Description2Txt |
| Expenses2 | $1,815,816 | Expenses2Amt |
| Description3 | RESEARCH DEEPENS THE THEORETICAL FRAMEWORKS IN WHICH ALL THE FOUNDATION WORK IS GROUNDED, BOTH BY CONDUCTING ORIGINAL RESEARCH, SEEDING EXTERNAL RESEARCH PROJECTS, MEASURING AND EVALUATING PROGRAMS, AND IMPLEMENTING PILOT PROJECTS TO ADDRESS GAPS IN ACCESS AND EQUITY ACROSS THE TECH ECOSYSTEM. COLLECTIVELY, THESE EFFECTS EXPAND THE BODY OF KNOWLEDGE AROUND DIVERSITY IN TECH AND LEAD TO EFFORTS TO INFORM POLICY AND PRACTICE. | Description3Txt |
| Expenses3 | $924,496 | Expenses3Amt |
| Description4 | THE FOUNDATION ALSO PROVIDES FISCAL SPONSORSHIP FOR VARIOUS PROJECTS. THE FISCAL SPONSORSHIP IS MEANT TO PROVIDE A SHORT-TERM BRIDGE FOR SELECT EXTERNAL EFFORTS THAT ARE CLOSELY ALIGNED WITH OUR MISSION AND WORK, ENABLING PROJECT LEADERS TO RECEIVE FUNDS AND MANAGE PROJECT-RELATED EXPENSES WHILE MOVING WITHIN A REASONABLE TIME FRAME TOWARD INDEPENDENT 501(C)(3) STATUS OR A SUITABLE PUBLIC CHARITY AS A FISCAL SPONSOR. | Description4Txt |
| Expenses4 | $253,825 | Expenses4Amt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | ON NOVEMBER 26, 2019, THE FOUNDATION MADE A PRI IN THE FORM OF AN UNSECURED LOAN TO A FOR-PROFIT ORGANIZATION IN THE AMOUNT OF $7,500,000 TO BE PROVIDED OVER THREE YEARS. THE LOAN BEARS INTEREST OF 2.5% PER ANNUM AND IS PAYABLE QUARTERLY BEGINNING JANUARY 1, 2023. THE NOTE ISSUED BEARS INTEREST AT RATES LOWER THAN THE MARKET RATE. THE OUTSTANDING PRINCIPLE AND ANY ACCRUED INTEREST ARE DUE IN FULL ON JANUARY 1, 2030. THE FOUNDATION EXPECTS TO RECEIVE THE FULL PRINCIPAL AND HAS NOT MADE ANY PROVISIONS FOR UNCOLLECTIBLE AMOUNTS. | Description1Txt |
| Expenses1 | $1,875,000 | Expenses1Amt |
| Total | $1,875,000 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $12,047,967 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $69,893,575 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $93,667,858 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $175,609,400 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $175,609,400 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $2,634,141 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $172,975,259 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $8,648,763 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sect4942j3j5 Fndtn And Frgn Org | Yes (X) | Sect4942j3j5FndtnAndFrgnOrgInd |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $12,642,693 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $1,875,000 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $14,517,693 | QualifyingDistributionsAmt |
Private Operating Foundations PrivateOperatingFoundationsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Private Operating Fndtn Ruling | 2018-08-09 | PrivateOperatingFndtnRulingDt |
| Section4942j3 | Yes (X) | Section4942j3Ind |
Lessor Adj Net Incm Min Invst Ret LessorAdjNetIncmMinInvstRetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $8,648,763 | CurrentYearAmt |
| Year1 | $547,041 | Year1Amt |
| Year2 | $216,040 | Year2Amt |
| Year3 | $221,934 | Year3Amt |
| Total | $9,633,778 | TotalAmt |
Pct85 Lessor Adj Incm Or Min Ret Pct85LessorAdjIncmOrMinRetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $7,351,449 | CurrentYearAmt |
| Year1 | $464,985 | Year1Amt |
| Year2 | $183,634 | Year2Amt |
| Year3 | $188,644 | Year3Amt |
| Total | $8,188,711 | TotalAmt |
Qualifying Distributions QualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $14,517,693 | CurrentYearAmt |
| Year1 | $19,493,266 | Year1Amt |
| Year2 | $15,391,336 | Year2Amt |
| Year3 | $6,797,159 | Year3Amt |
| Total | $56,199,454 | TotalAmt |
Qualifying Distri Not Used Drt QualifyingDistriNotUsedDrtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $5,210,358 | CurrentYearAmt |
| Year1 | $6,722,003 | Year1Amt |
| Year2 | $4,308,183 | Year2Amt |
| Year3 | $834,737 | Year3Amt |
| Total | $17,075,281 | TotalAmt |
Qualifying Distri Made Drt QualifyingDistriMadeDrtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $9,307,335 | CurrentYearAmt |
| Year1 | $12,771,263 | Year1Amt |
| Year2 | $11,083,153 | Year2Amt |
| Year3 | $5,962,422 | Year3Amt |
| Total | $39,124,173 | TotalAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Total Assets Sect4942j3 Bi TotalAssetsSect4942j3BiGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Two Thirds Minimum Invst Ret TwoThirdsMinimumInvstRetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $5,765,842 | CurrentYearAmt |
| Year1 | $3,093,698 | Year1Amt |
| Year2 | $2,145,205 | Year2Amt |
| Year3 | $1,332,385 | Year3Amt |
| Total | $12,337,130 | TotalAmt |
Total Support TotalSupportGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Public Support Type PublicSupportType
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Largest Support From EO LargestSupportFromEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Gross Investment Income GrossInvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | MITCHELL D KAPOR | ContributingManagerNm |
| Contributing Manager | FREADA KAPOR-KLEIN | ContributingManagerNm |
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | APPLICATIONS ACCEPTED ONLINE ONLY | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2148 BROADWAY | AddressLine1Txt |
| City | OAKLAND | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 94612 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 5102554650 | RecipientPhoneNum |
| Form And Info And Materials | WE HAVE A PAPER-FREE PROCESS, SO ALL GRANT REQUESTS MUST BE SUBMITTED USING OUR ONLINE APPLICATION. APPLICANTS MUST HAVE A CONVERSATION WITH THE APPROPRIATE FOUNDATION STAFF BEFORE SUBMITTING A GRANT REQUEST. WE USUALLY FOLLOW-UP WITH A PHONE CALL OR SITE VISIT TO ORGANIZATIONS WE ARE INTERESTED IN SUPPORTING BEFORE MAKING A RECOMMENDATION TO OUR BOARD, WHICH MEETS REGULARLY TO CONSIDER GRANT RECOMMENDATIONS. WE ARE PARTICULARLY INTERESTED IN WORKING WITH ORGANIZATIONS THAT HAVE A RACIAL JUSTICE ANALYSIS AND AN INTEGRATED USE OF INFORMATION TECHNOLOGY. CONSIDERATIONS INCLUDE: LEADERSHIP/CONSTITUENCY OF AND FOCUS ON LOW-INCOME COMMUNITIES OF COLOR; APPROPRIATE DIVERSE REPRESENTATION OF STAFF AND BOARD; APPROPRIATE USE OF AVAILABLE INFORMATION TECHNOLOGY TO FURTHER MISSION, REACH, AND EFFICIENCY; AND BASED IN THE SAN FRANCISCO BAY AREA. | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | ONGOING | SubmissionDeadlinesTxt |
| Restrictions On Awards | IN ORDER TO BE ELIGIBLE FOR A GRANT FROM THE KAPOR FOUNDATION, AN ORGANIZATION MUST HAVE IRC 501(C)(3) STATUS AND BE CLASSIFIED AS NOT A PRIVATE FOUNDATION" UNDER SECTION 509(A), OR HAVE A SIMILARLY QUALIFIED FISCAL SPONSOR. THE FOUNDATION NEVER GRANTS TO INDIVIDUALS FOR PERSONAL PROJECTS, AND RARELY FUNDS: (1) ORGANIZATIONS THAT ARE NOT QUALIFIED CHARITIES WITH IRC 501(C)(3) STATUS OR THAT DO NOT HAVE A SIMILARLY QUALIFIED FISCAL SPONSOR; SUPPORTING ORGANIZATIONS GENERALLY DO NOT QUALIFY FOR OUR GRANTS; (2) ACADEMIC RESEARCH NOT RELATED TO OR SUPPORTIVE OF OTHER ONGOING FOUNDATION INTERESTS, OR THAT DOES NOT HAVE PRACTICAL APPLICATIONS WHICH HELP OUR TARGET POPULATIONS; (3) SPECIAL-EVENT FUNDRAISING ACTIVITIES; OR (4) PROGRAMS THAT DO NOT ADDRESS OUR INTEREST AREAS. | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (28 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| ALAMEDA COUNTY COMMUNITY FOOD BANK | |||||||
| PO BOX 2599 | OAKLAND | CA | 94614 | N/A | PC | STAFF MATCHING GIFT PROGRAM | $1,000 |
| ALLIANCE SAN DIEGO | |||||||
| PO BOX 12266 | SAN DIEGO | CA | 92112 | N/A | PC | TO MOBILIZE VOTERS | $10,000 |
| BLACK WOMEN FOR WELLNESS | |||||||
| PO BOX 292516 | LOS ANGELES | CA | 90029 | N/A | PC | TO MOBILIZE VOTERS | $20,000 |
| BRANDEIS UNIVERSITY | |||||||
| PO BOX 9110 | WALTHAM | MA | 02454 | N/A | PC | MOBILIZE COMMUNITIES - (ECOSYSTEM PORTION) STRATEGIC GRANTMAKING | $500,000 |
| CENTER FOR EMPOWERED POLITICS EDUCATION FUND | |||||||
| 1042 GRANT AVE SUIT 5 | SAN FRANCISCO | CA | 94133 | N/A | PC | MOBILIZE COMMUNITIES - OAKLAND RISING GRANT | $15,000 |
| CHINESE PROGRESSIVE ASSOCIATION | |||||||
| 1042 GRANT AVENUE 5TH FLOOR | SAN FRANCISCO | CA | 941335025 | N/A | PC | TO MOBILIZE VOTERS | $20,000 |
| COALITION FOR HUMANE IMMIGRANT RIGHTS | |||||||
| 2533 WEST 3RD ST SUITE 101 | LOS ANGELES | CA | 90057 | N/A | PC | TO MOBILIZE VOTERS | $25,000 |
| CODE FOR SCIENCE AND SOCIETY INC | |||||||
| 3439 SE HAWTHORNE BLVD 247 | PORTLAND | OR | 97214 | N/A | PC | STRATEGIC GRANTMAKING | $333,333 |
| COMMUNITIES FOR A NEW CALIFORNIA EDUCATION FUND | |||||||
| 4120 DOUGLAS BLVD 306-418 | GRANITE BAY | CA | 95746 | N/A | PC | TO MOBILIZE VOTERS | $10,000 |
| COMMUNITY PARTNERS | |||||||
| 1000 N ALAMEDA STREET SUITE 240 | LOS ANGELES | CA | 90012 | N/A | PC | TO MOBILIZE VOTERS | $7,000 |
| COMPUTER HISTORY MUSEUM | |||||||
| 1401 N SHORELINE BLVD | MOUNTAIN VIEW | CA | 94043 | N/A | PC | FOUNDER'S SUPPORT - KAPOR FOUNDATION GRANT | $350,000 |
| CONSUMER REPORTS INC | |||||||
| 101 TRUMAN AVE | YONKERS | NY | 10703 | N/A | PC | STRATEGIC GRANTMAKING | $150,000 |
| COURAGE CALIFORNIA INSTITUTE | |||||||
| 7119 W SUNSET BLVD NO 215 | LOS ANGELES | CA | 90046 | N/A | PC | TO MOBILIZE VOTERS | $25,000 |
| FOOTSTEPS INC | |||||||
| 114 JOHN STREET 930 | NEW YORK | NY | 10272 | N/A | PC | TO SUPPORT WORK WITH FORMER ULTRA-ORTHODOX JEWS TO PROVIDE SERVICES AND COMMUNITY AS THEY TRANSITION AND DEFINE THEIR OWN IDENTITIES | $50,000 |
| FREEDMEN HEIRS FOUNDATION | |||||||
| 8737 COLESVILLE ROAD SUITE 220 | SILVER SPRING | MD | 20910 | N/A | PC | FISCAL SPONSORSHIP - GRANT CLOSING SPONSORSHIP | $98,525 |
| GREATER WASHINGTON EDUCATIONAL TELECOMMUNICATIONS ASSOCIATION INC (WETA) | |||||||
| 3939 CAMPBELL AVENUE | ARLINGTON | VA | 22206 | N/A | PC | TO INKWELL SOCIETY TO SUPPORT DOCUMENTARY FILMS BY HENRY LOUIS H45 | $100,000 |
| IMPACT ASSETS | |||||||
| 4340 EAST WEST HIGHWAY SUITE 210 | BETHESDA | MD | 20814 | N/A | PC | TO SUPPORT NEW MEDIA VENTURES FUND | $200,000 |
| LA VOICE | |||||||
| 3660 WILSHIRE BLVD SUITE 602 | LOS ANGELES | CA | 90010 | N/A | PC | TO MOBILIZE VOTERS | $20,000 |
| LATINO COMMUNITY FOUNDATION | |||||||
| 235 MONTGOMERY ST | SAN FRANCISCO | CA | 94104 | N/A | PC | TO MOBILIZE VOTERS | $215,000 |
| NEW VENTURE FUND | |||||||
| 1828 L ST NW SUITE 300-A | WASHINGTON | DC | 20036 | N/A | PC | FOR THE ALGORITHMIC JUSTICE LEAGUES GENERAL OPERATING EXPENSES TO SUPPORT THEIR FELLOWSHIP PROGRAM, HARMS TOOL AND R&D COUNCIL | $150,000 |
| POWER CALIFORNIA | |||||||
| 490 43RD STREET UNIT 146 | OAKLAND | CA | 94609 | N/A | PC | TO MOBILIZE VOTERS | $15,000 |
| SILICON VALLEY COMMUNITY FOUNDATION | |||||||
| 2440 W EL CAMINO REAL SUITE 300 | MOUNTAIN VIEW | CA | 94040 | N/A | PC | TO SUPPORT BLACK-LED MOVEMENT BUILDING ACROSS CALIFORNIA | $250,000 |
| SMASH (LEVEL PLAYING FIELD INSTITUTE) | |||||||
| 2148 BROADWAY | OAKLAND | CA | 94612 | N/A | PC | TO SUPPORT THE CAREER CATALYST PROGRAM | $285,000 |
| SOCIAL GOOD FUND | |||||||
| PO BOX 5473 | RICHMOND | CA | 94805 | N/A | PC | STAFF MATCHING GIFT PROGRAM, TO SUPPORT THE ARCHIE-BROWN SPRINGBOARD FUND | $5,500 |
| TECH EQUITY COLLABORATIVE | |||||||
| 1120 PINE ST | MARTINEZ | CA | 94553 | N/A | PC | TO SUPPORT YOUR CONTRACT WORKER DISPARITY PROJECT | $30,000 |
| THALAMUSORG | |||||||
| 77 ALVISO STREET | SANTA CLARA | CA | 95050 | N/A | NC | TO HELP ESTABLISH THALAMUS AS A CHARITABLE TAX-EXEMPT ENTITY | $75,000 |
| THE BARACK OBAMA FOUNDATION | |||||||
| 5235 S HARPER CT STE 1140 | CHICAGO | IL | 60615 | N/A | PC | GENERAL SUPPORT | $2,000,000 |
| YALE UNIVERSITY | |||||||
| 2 WHITNEY AVENUE 6TH FLOOR | NEW HAVEN | CT | 06510 | N/A | PC | TO SUPPORT THE FIRST-YEAR SCHOLARS PROGRAM | $250,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $5,210,358 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $9,094 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $28,981,701 | ExclusionAmt |
Net Rntl Incm Re Not Debt Fincd Prop NetRntlIncmReNotDebtFincdProp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $94,160 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $48,384,695 | ExclusionAmt |
Other Revenue Described OtherRevenueDescribedGrp (4 entries)
| DescDesc | ExclusionExclusionCd | ExclusionExclusionAmt | Related Or Exempt Function IncmRelatedOrExemptFunctionIncmAmt |
|---|---|---|---|
| MISCELLANEOUS INCOME | 01 | $17,050 | |
| TAX REFUND | 01 | $20,938 | |
| CONSULTING INCOME | $2,000 | ||
| FISCAL SPONSORSHIP FEES | $18,813 |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $77,507,638 | ExclusionAmt |
| Related Or Exempt Function Incm | $20,813 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $77,528,451 | TotalIncomeProducingActyAmt |
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp (2 entries)
| Line NumberLineNumberTxt | Relationship StatementRelationshipStatementTxt |
|---|---|
| 11C | CONSULTING SERVICES EARNED FROM MISSION-ALIGNED ACTIVITIES |
| 11D | FEES EARNED FROM PROJECTS ALIGNED WITH ORGANIZATION'S MISSION AND WORK |
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 (14 entries)
| ContributorContributorNum | Address Line1ContributorUSAddress/AddressLine1Txt | CityContributorUSAddress/CityNm | State AbbreviationContributorUSAddress/StateAbbreviationCd | ZIPContributorUSAddress/ZIPCd | Total ContributionsTotalContributionsAmt | Noncash ContributionNoncashContributionInd | Person ContributionPersonContributionInd |
|---|---|---|---|---|---|---|---|
| MITCHELL KAPOR TRUST | |||||||
| 1 | 2148 BROADWAY | OAKLAND | CA | 94612 | $47,686,768 | Yes (X) | |
| THE TIDES FOUNDATION | |||||||
| 2 | 1012 TORNEY AVE | SAN FRANCISCO | CA | 94129 | $1,572,400 | Yes (X) | |
| NATIONAL SCIENCE FOUNDATION | |||||||
| 3 | 2415 EISENHOWER AVENUE | ALEXANDRIA | VA | 22314 | $182,015 | Yes (X) | |
| LEGACY VENTURES VI | |||||||
| 4 | 180 LYTTON AVE | PALO ALTO | CA | 94301 | $171,354 | Yes (X) | |
| THE FORD FOUNDATION | |||||||
| 5 | 320 E 43RD ST | NEW YORK | NY | 10017 | $125,000 | Yes (X) | |
| LEGACY VENTURES VII | |||||||
| 6 | 180 LYTTON AVE | PALO ALTO | CA | 94301 | $80,778 | Yes (X) | |
| COMCAST | |||||||
| 7 | COMCAST CENTER 1701 JFK BLVD | PHILADEPHIA | PA | 19103 | $80,000 | Yes (X) | |
| INITIALIZED CAPITAL MANAGEMENT | |||||||
| 8 | 464 TEHAMA ST | SAN FRANCISCO | CA | 94103 | $75,000 | Yes (X) | |
| AMERICAN INDIAN SCIENCE AND ENGINEERING SOCIETY | |||||||
| 9 | 6321 RIVERSIDE PLAZA LANE NW UNIT A | ALBURQUERQUE | NM | 87120 | $57,946 | Yes (X) | |
| NORTH FORTY GROUP LLC | |||||||
| 10 | 2157 N NORTHLAKE WAY | SEATTLE | WA | 98103 | $50,000 | Yes (X) | |
| APPLE INC | |||||||
| 11 | ONE APPLE PARK WAY | CUPERTINO | CA | 95014 | $25,000 | Yes (X) | |
| WALMART | |||||||
| 12 | 702 SW 8TH ST | BENTONVILLE | AK | 72716 | $25,000 | Yes (X) | |
| SNAP INC | |||||||
| 13 | 3000 31ST STREET | SANTA MONICA | CA | 90405 | $5,000 | Yes (X) | |
| SONYA ODAMTTEN | |||||||
| 14 | 6263 PENFIELD AVE | WOODLAND HILLS | CA | 91367 | $5,000 | Yes (X) | |
Non Cash Property Contribution NonCashPropertyContributionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
| Noncash Property | PUBLICLY TRADED SECURITIES | NoncashPropertyDesc |
| Fair Market Value | $47,686,768 | FairMarketValueAmt |
| Received | 2021-11-04 | ReceivedDt |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| ACCOUNTING SERVICES | $23,100 | $11,550 | $0 | $11,550 |
| TAX PREPARATION FEES | $39,600 | $19,800 | $0 | $19,800 |
Expenditure Responsibility Stmt ExpenditureResponsibilityStmt
Expenditure Responsibility ExpenditureResponsibilityGrp (5 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | GrantGrantDt | GrantGrantAmt | Purpose Of GrantPurposeOfGrantTxt | Expended By GranteeExpendedByGranteeAmt | Any Diversion By GranteeAnyDiversionByGranteeTxt | Dates Of Reports By GranteeDatesOfReportsByGranteeTxt | VerificationVerificationDt |
|---|---|---|---|---|---|---|---|---|---|---|
| BW INDUSTRIES INC | ||||||||||
| 700 VAN NESS AVE | FRESNO | CA | 93721 | 2019-11-26 | $7,500,000 | FUNDS WILL BE USED TO ESTABLISH AND OPERATE A WORKFORCE, INDUSTRY AND INFRASTRUCTURE ECOSYSTEM IN OAKLAND TO BE KNOW AS BITWISE EAST BAY ("BWEB") | $2,573,332 | NO DIVERSION | 10/07/22 | 2022-10-07 |
| INTERVIEWINGIO | ||||||||||
| 637 NATOMA STREET UNIT 4 | SAN FRANCISCO | CA | 94103 | 2020-07-30 | $150,000 | INTERVIEWING.IO DEFFERAL PROGRAM WHICH MADE IT POSSIBLE FOR 250 OF USERS TO PRACTICE NOW AND PAY LATER. | $150,000 | NO DIVERSION | 09/30/22 | 2022-09-30 |
| SV ACADEMY | ||||||||||
| 12 GRACE STREET 3RD FLOOR | SAN FRANCISCO | CA | 94117 | 2020-07-13 | $150,000 | LOAN WAS USED TO SUPPORT 15 FELLOWS WHO GRADUATED AFTER THE SHELTER IN PLACE WENT IN EFFECT IN MARCH. THE LOAN ALLOWED EMPLOYERS THAT WERE OTHERWISE OBLIGATED TO PAY EACH FELLOW'S TUITION OF $10K TO INSTEAD HIRE THESE FELLOWS AT NO COST. | $150,000 | NO DIVERSION | 11/4/22 | 2022-11-04 |
| CALIFORNIA REBUILDING FUND LLC | ||||||||||
| 986 MISSION STREET 4TH FLOOR | SAN FRANCISCO | CA | 94103 | 2020-12-11 | $1,000,000 | ADDRESSING THE CAPITAL NEEDS OF ECONOMICALLY VULNERABLE SMALL BUSINESSES LOCATED IN DISADVANTAGED COMMUNITIES IN THE STATE OF CALIFORNIA. | $1,000,000 | NO DIVERSION | 10/21/22 | 2022-05-31 |
| THALAMUSORG | ||||||||||
| 77 ALVISO STREET | SANTA CLARA | CA | 95050 | 2021-10-24 | $75,000 | SUPPORT VARIOUS START UP CHARITABLE AND EDUCATIONAL ACTIVITIES TO INITIATE THE CHARITABLE ACTIVITIES DESCRIBED TO THE IRS IN THALAMUS' EXEMPTION APPLICATION. | $49,732 | NO DIVERSION | 9/24/22 | 2022-09-24 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (16 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| BITWISE | $8,835,054 | $8,835,054 |
| ASANA | $7,640,928 | $7,640,928 |
| ZAZZLE (SOCIETY CAFE) | $36,423 | $36,423 |
| PROMISE | $3,848,093 | $3,848,093 |
| UBER | $3,270,540 | $3,270,540 |
| WIKIA, INC. | $429,362 | $429,362 |
| EPALS (SLN) (LEVEL 2) CRICKET | $326,047 | $326,047 |
| BLAVITY | $1,000,000 | $1,000,000 |
| FANDOM (FKA FEDERATED MEDIA PUBLISHING) | $107,952 | $107,952 |
| BLOCPOWER | $1,000,000 | $1,000,000 |
| BLOKABLE | $499,998 | $499,998 |
| PROTOCOL LABS | $200,000 | $200,000 |
| ACLIMA | $1,500,001 | $1,500,001 |
| JOONKO | $250,005 | $250,005 |
| GUSTO | $1,141,762 | $1,141,762 |
| TWILIO | $1,053,360 | $1,053,360 |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (35 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| GENERATION IM FUND PLC | FMV | $30,779,393 | $30,779,393 |
| STEELSKY VENTURES-EMPIRE FUND LP | FMV | $546,410 | $546,410 |
| ASPECT VENTURES | FMV | $10,270,009 | $10,270,009 |
| CATAMOUNT VENTURES IV, L.P. | FMV | $383,424 | $383,424 |
| ROBLE VENTURES FUND I LP | FMV | $354,632 | $354,632 |
| CLAREMONT CREEK VENTURES II, L.P. | FMV | $327,456 | $327,456 |
| GENERATION IM CLIMATE SOLUTIONS I | FMV | $300,545 | $300,545 |
| PUTTING AMERICA BACK TO WORK | FMV | $282,214 | $282,214 |
| O'REILLY ALPHATECH VENTURES | FMV | $280,789 | $280,789 |
| REACH III LP | FMV | $248,756 | $248,756 |
| VILCAP PARTNERS | FMV | $163,450 | $163,450 |
| COLLAB FUND I, LLC | FMV | $147,213 | $147,213 |
| PRECURSOR VENTURES IV LP | FMV | $100,000 | $100,000 |
| THE LEGAL TECH FUND I, LP | FMV | $79,312 | $79,312 |
| SERENA VENTURES FUND I LP | FMV | $74,380 | $74,380 |
| FIRST CLOSE PARTNERS I, LP | FMV | $68,750 | $68,750 |
| JANUARY VENTURES FUND II LP | FMV | $56,982 | $56,982 |
| PACIFIC COMMUNITY VENTURES INVESTMENT PARTNERS III, LLC | FMV | $53,645 | $53,645 |
| INFINITY VENTURES VC FUND I LP | FMV | $43,134 | $43,134 |
| OPERATOR COLLECTIVE FUND II - Q LP | FMV | $33,716 | $33,716 |
| CLAREMONT CREEK VENTURES, L.P. | FMV | $8,256 | $8,256 |
| BASE VENTURE FUND II | FMV | $658,660 | $658,660 |
| BASE10 ADVANCEMENT INITIATIVE FUND I LP | FMV | $402,999 | $402,999 |
| CATAMOUNT VENTURES III, L.P. | FMV | $565,086 | $565,086 |
| GENERATION IM ASIA FUND | FMV | $2,059,854 | $2,059,854 |
| CROSS CULTURE VENTURES | FMV | $4,486,623 | $4,486,623 |
| PRECURSOR VENTURES I | FMV | $2,939,937 | $2,939,937 |
| GENERATION IM CLIMATE SOLUTIONS II | FMV | $2,479,168 | $2,479,168 |
| ADELANTE GPS FUND, L.P. | FMV | $2,405,797 | $2,405,797 |
| ADVANCED TRADE GROUP FUND | FMV | $2,174,387 | $2,174,387 |
| HOMEBREW II | FMV | $1,968,712 | $1,968,712 |
| PRECURSOR VENTURES III, LP | FMV | $838,165 | $838,165 |
| KAPOR CAPITAL III LP | FMV | $833,539 | $833,539 |
| REACH CAPITAL | FMV | $633,972 | $633,972 |
| WIREFRAME VENTURES, LP | FMV | $892,831 | $892,831 |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL FEES | CategoryTxt |
| Legal Fees | $24,409 | LegalFeesAmt |
| Net Investment Income | $12,205 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $12,204 | DisbursementsCharitablePrpsAmt |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp (6 entries)
| DescDesc | BOY Book ValueBOYBookValueAmt | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| COLLATERAL DEPOSIT | $29,044 | $29,044 | $29,044 |
| PROGRAM-RELATED INVESTMENTS | $7,025,000 | $8,850,000 | $8,850,000 |
| INTEREST RECEIVABLE | $92,408 | $92,407 | $92,407 |
| RECEIVABLE FROM STAFF | $1,348 | $1,598 | $1,598 |
| CRYPTOCURRENCY | $1,047,212 | $6,427,916 | $6,427,916 |
| RECEIVABLE FROM RELATED PARTY | $0 | $330 | $330 |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail (2 entries)
| DescDesc | AmtAmt |
|---|---|
| UNREALIZED LOSS ON INVESTMENTS | $20,634,535 |
| IMPAIRMENT LOSS ON CRYPTOCURRENCY | $9,116,468 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (8 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| BANK SERVICE CHARGES | $70,180 | $70,180 | $0 | $0 |
| INSURANCE | $22,083 | $0 | $0 | $22,083 |
| OFFICE SUPPLIES AND EXPENSE | $142,210 | $0 | $0 | $142,210 |
| DUES & MEMBERSHIPS | $18,778 | $0 | $0 | $18,778 |
| DEBT FORGIVENESS EXPENSE | $50,000 | $0 | $0 | $0 |
| MISCELLANEOUS EXPENSE | $472 | $0 | $0 | $472 |
| SPONSORSHIPS/MARKETING | $415,450 | $0 | $0 | $415,450 |
| ACCRUAL TO CASH ADJUSTMENT | $0 | $0 | $0 | -$40,395 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (5 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt |
|---|---|---|---|
| OTHER INCOME/LOSS PER K-1S | $0 | -$486,828 | -$486,828 |
| MISCELLANEOUS INCOME | $17,050 | $17,050 | |
| TAX REFUND | $20,938 | $20,938 | |
| CONSULTING INCOME | $2,000 | $2,000 | |
| FISCAL SPONSORSHIP FEES | $18,813 | $18,813 |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | DEFERRED TAX LIABILITIES | Desc |
| BOY Book Value | $1,222,890 | BOYBookValueAmt |
| EOY Book Value | $1,222,890 | EOYBookValueAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (6 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| PAYROLL & BENEFIT FEES | $20,987 | $0 | $0 | $20,987 |
| KEI CONSULTING FEES | $1,349,832 | $72,486 | $0 | $1,277,346 |
| PROGRAM CONSULTANT | $921,988 | $0 | $0 | $921,988 |
| ADMINISTRATIVE FEE | $18,813 | $0 | $0 | $18,813 |
| OTHER FEES FOR SERVICES | $281,968 | $0 | $0 | $281,968 |
| INVESTMENT MANAGEMENT FEES | $146,250 | $146,250 | $0 | $0 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| FEDERAL EXCISE TAX | $617,183 | $0 | $0 | $617,183 |
| PROPERTY TAXES | $564 | $0 | $0 | $564 |
| OTHER TAXES, LICENSES, AND FEES | $1,497 | $0 | $0 | $1,497 |
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