MITCHELL KAPOR FOUNDATION: Form 990PF, tax year 2018
View the entire original 990 at ProPublica ↗
- Organization
- MITCHELL KAPOR FOUNDATION (EIN 94-3330604)
- Tax period
- 2018-01-01 to 2018-12-31
- Filed
- 2019-11-15
- IRS object ID
- 201933199349104178
- Schema version
- 2018v3.1
- 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 Stock Schedule
- Investments Other Schedule2
- Legal Fees Schedule
- Other Assets Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Increases Schedule
- Other Liabilities Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2019-11-15T16:43:52-06:00 | ReturnTs |
| Tax Period End | 2018-12-31 | 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 | 2018-01-01 | 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 | CEDRIC BROWN | PersonNm |
| Person Title | SECR./CHIEF OF COMMUNITY ENG. | PersonTitleTxt |
| Phone | 5102554650 | PhoneNum |
| Signature | 2019-11-15 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | MICHAEL LUMSDEN | PreparerPersonNm |
| PTIN | P01262236 | PTIN |
| Phone | 4159561500 | PhoneNum |
| Preparation | 2019-11-15 | PreparationDt |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 12.129.4.211 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2019-11-15 | IPDt |
| IP Tm | 13:44:11 | IPTm |
| IP Timezone | PS | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | 32BFBF1104AA8EEBC72962A0CCB0C2C16BC479E3 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | 32BFBF1104AA8EEBC72962A0CCB0C2C16BC479E3 | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2018 | TaxYr |
| Build TS | 2020-04-17 16:48:07Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $47,050,594 | 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 | $12,179,166 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $52,440 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $52,440 | InterestOnSavNetInvstIncmAmt |
| Interest On Savings Adj Net Incm | $52,440 | InterestOnSavingsAdjNetIncmAmt |
| Dividends Rev And Expnss | $138 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $69,366 | DividendsNetInvstIncmAmt |
| Dividends Adj Net Incm | $69,366 | DividendsAdjNetIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $141,001 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $10,355,766 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $10,286,203 | CapGainNetIncmNetInvstIncmAmt |
| Net ST Capital Gain Adj Net Incm | $134,250 | NetSTCapitalGainAdjNetIncmAmt |
| Other Income Rev And Expnss | $275,490 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | -$38,094 | OtherIncomeNetInvstIncmAmt |
| Other Income Adj Net Incm | -$34,122 | OtherIncomeAdjNetIncmAmt |
| Total Rev And Expnss | $12,648,235 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $10,369,915 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $221,934 | TotalAdjNetIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $185,703 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $18,570 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Adj Net Incm | $0 | CompOfcrDirTrstAdjNetIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $167,133 | CompOfcrDirTrstDsbrsChrtblAmt |
| Oth Empl Slrs Wgs Rev And Expnss | $1,372,869 | OthEmplSlrsWgsRevAndExpnssAmt |
| Oth Empl Slrs Wgs Net Invst Incm | $137,287 | OthEmplSlrsWgsNetInvstIncmAmt |
| Oth Empl Slrs Wgs Adj Net Incm | $0 | OthEmplSlrsWgsAdjNetIncmAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $1,235,582 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Pension Empl Bnft Rev And Expnss | $221,019 | PensionEmplBnftRevAndExpnssAmt |
| Pension Empl Bnft Net Invst Incm | $22,102 | PensionEmplBnftNetInvstIncmAmt |
| Pension Empl Bnft Adj Net Incm | $0 | PensionEmplBnftAdjNetIncmAmt |
| Pension Empl Bnft Dsbrs Chrtbl | $198,917 | PensionEmplBnftDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $31,148 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $15,574 | LegalFeesNetInvstIncmAmt |
| Legal Fees Adj Net Incm | $0 | LegalFeesAdjNetIncmAmt |
| Legal Fees Dsbrs Chrtbl | $15,574 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $82,328 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $41,164 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $0 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $41,164 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $2,858,446 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $2,205 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Adj Net Incm | $0 | OtherProfFeesAdjNetIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $2,856,241 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $69,294 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $0 | TaxesNetInvstIncmAmt |
| Taxes Adj Net Incm | $0 | TaxesAdjNetIncmAmt |
| Taxes Dsbrs Chrtbl | $69,294 | TaxesDsbrsChrtblAmt |
| Deprec And Dpltn Rev And Expnss | $1,438 | DeprecAndDpltnRevAndExpnssAmt |
| Deprec And Dpltn Net Invst Incm | $0 | DeprecAndDpltnNetInvstIncmAmt |
| Deprec And Dpltn Adj Net Incm | $0 | DeprecAndDpltnAdjNetIncmAmt |
| Trav Conf Meeting Rev And Expnss | $500,776 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Net Invst Incm | $0 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Adj Net Incm | $0 | TravConfMeetingAdjNetIncmAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $500,776 | TravConfMeetingDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $513,892 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $142,637 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Adj Net Incm | $0 | OtherExpensesAdjNetIncmAmt |
| Other Expenses Dsbrs Chrtbl | $877,741 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $5,836,913 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $379,539 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $5,962,422 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $329,737 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $834,737 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $6,166,650 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $379,539 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $6,797,159 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $6,481,585 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $9,990,376 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $221,934 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $2,569,399 | CashBOYAmt |
| Cash EOY | $2,326,408 | CashEOYAmt |
| Cash EOYFMV | $2,326,408 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $767,718 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $10,304,133 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $10,304,133 | SavAndTempCashInvstEOYFMVAmt |
| Acct Rcvbl | $186 | AcctRcvblAmt |
| Acct Rcvbl BOY | $2,226 | AcctRcvblBOYAmt |
| Acct Rcvbl EOY | $186 | AcctRcvblEOYAmt |
| Acct Rcvbl EOYFMV | $186 | AcctRcvblEOYFMVAmt |
| Grants Receivable BOY | $134,525 | GrantsReceivableBOYAmt |
| Corporate Stock BOY | $361,045 | CorporateStockBOYAmt |
| Corporate Stock EOY | $29,935 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $29,935 | CorporateStockEOYFMVAmt |
| Other Investments BOY | $36,665,927 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $34,158,580 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $34,158,580 | OtherInvestmentsEOYFMVAmt |
| Land Bldg Equip Cost Or Other Bss | $15,755 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $14,726 | LandBldgEquipAccumDeprecAmt |
| Land BOY | $2,467 | LandBOYAmt |
| Land EOY | $1,029 | LandEOYAmt |
| Land EOYFMV | $1,029 | LandEOYFMVAmt |
| Other Assets BOY | $230,987 | OtherAssetsBOYAmt |
| Other Assets EOY | $230,323 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $230,323 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $40,734,294 | TotalAssetsBOYAmt |
| Total Assets EOY | $47,050,594 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $47,050,594 | TotalAssetsEOYFMVAmt |
| Accounts Payable BOY | $613,774 | AccountsPayableBOYAmt |
| Accounts Payable EOY | $377,327 | AccountsPayableEOYAmt |
| Grants Payable BOY | $500,000 | GrantsPayableBOYAmt |
| Other Liabilities BOY | $1,052,333 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $736,469 | OtherLiabilitiesEOYAmt |
| Total Liabilities BOY | $2,166,107 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $1,113,796 | TotalLiabilitiesEOYAmt |
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
| Unrestricted BOY | $38,568,187 | UnrestrictedBOYAmt |
| Unrestricted EOY | $45,936,798 | UnrestrictedEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $38,568,187 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $45,936,798 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $40,734,294 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $47,050,594 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $38,568,187 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $6,481,585 | ExcessRevenueOverExpensesAmt |
| Other Increases | $887,026 | OtherIncreasesAmt |
| Subtotal | $45,936,798 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $45,936,798 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (4 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | AcquiredAcquiredDt |
|---|---|---|---|---|---|---|---|
| WIKIA | P | 2018-05-31 | $429,362 | $50,000 | $379,362 | $379,362 | |
| PUBLICLY TRADED SECURITIES | 2018-08-14 | $9,343,328 | $19,563 | $9,323,765 | $9,323,765 | ||
| ST CAPITAL GAINS FROM PASSTHROUGHS | P | 2018-12-31 | $134,250 | $134,250 | $134,250 | 2018-01-01 | |
| LT CAPITAL GAINS FROM PASSTHROUGHS | P | 2018-12-31 | $448,826 | $448,826 | $448,826 | 2018-01-01 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $10,286,203 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | $134,250 | NetShortTermCapitalGainLossAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $4,860,879 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $40,991,526 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.118583 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $3,743,251 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $35,887,151 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.104306 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $4,952,891 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $39,843,550 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.124308 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $6,096,637 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $40,842,503 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.149272 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $3,317,792 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $37,914,643 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.087507 | DistributionYr5Rt |
| Total Distribution | 0.583976 | TotalDistributionRt |
| Average Distribution | 0.116795 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $39,971,538 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $4,668,476 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $99,904 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $4,768,380 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $6,797,159 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Domestic Org Meeting Sect4940e | Yes (X) | DomesticOrgMeetingSect4940eInd |
| Investment Income Excise Tax | $99,904 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $99,904 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $99,904 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $27,000 | EstimatedPlusOvpmtIncmTxAmt |
| Extsn Request Income Tax Paid | $33,000 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $60,000 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $3,050 | EsPenaltyAmt |
| Tax Due | $42,954 | 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 | Yes (1) | UnrelatedBusIncmOverLimitInd |
| Form990 T Filed | Yes (1) | Form990TFiledInd |
| 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 |
| 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 |
| CEDRIC BROWN | ||||||||
| 2148 BROADWAY | OAKLAND | CA | 94612 | SECRETARY/CHIEF OF COMMUNITY ENG | 40.00 | $185,703 | $635 | $0 |
| GAURAV VASHIST | ||||||||
| 2148 BROADWAY | OAKLAND | CA | 94612 | TREASURER/CFO | 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 |
|---|---|---|---|---|---|---|---|---|
| ALLISON SCOTT | ||||||||
| 2148 BROADWAY | OAKLAND | CA | 94612 | CHIEF RESEARCH OFFIC | 40.00 | $192,061 | $324 | $0 |
| LILIBETH GANGAS | ||||||||
| 2148 BROADWAY | OAKLAND | CA | 94612 | CHIEF TECHNOLOGY COM | 40.00 | $174,833 | $326 | $0 |
| ALEXIS MARTIN | ||||||||
| 2148 BROADWAY | OAKLAND | CA | 94612 | DIRECTOR OF RESEARCH | 40.00 | $108,334 | $189 | $0 |
| TIFFANY PRICE | ||||||||
| 2148 BROADWAY | OAKLAND | CA | 94612 | COMMUNITY ENGAGEMENT | 40.00 | $104,455 | $184 | $0 |
| JOSHUA TORRES | ||||||||
| 2148 BROADWAY | OAKLAND | CA | 94612 | DIRECTOR OF TECH TAL | 40.00 | $102,477 | $26 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Employee Paid Over50k | 11 | OtherEmployeePaidOver50kCnt |
Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp (5 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Service TypeServiceTypeTxt | CompensationCompensationAmt |
|---|---|---|---|---|---|
| KAPOR ENTERPISES INC | |||||
| 2148 BROADWAY | OAKLAND | CA | 94612 | ADMINISTRATIVE SUPPORT | $1,134,708 |
| TRISTA SCHROEDER | |||||
| 830 S WINDSOR BLVD | LOS ANGELES | CA | 90005 | PROJECT MANAGEMENT | $232,295 |
| KIRSTEN LUNDGREN | |||||
| 6080 CHABOT RD | OAKLAND | CA | 94618 | PROJECT CONSULTANT | $124,465 |
| RUTH ARZATE | |||||
| 5069 RAPHAEL ST | LOS ANGELES | CA | 90042 | PROJECT CONSULTANT | $119,123 |
| ANITA HILL | |||||
| 25 GREENWOOD LANE | WALTHAM | MA | 02451 | CONSULTANT | $116,667 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contractor Paid Over50k | 11 | ContractorPaidOver50kCnt |
Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | TECH ECOSYSTEMS (COMMUNITY ENGAGEMENT) PROVIDES PROGRAM RESOURCES TO BUILD THE CODING, ENTREPRENEURSHIP, AND LEADERSHIP SKILLS OF INTERESTED RESIDENTS OF OAKLAND AND THE EAST BAY. MKF IS ALSO INVOLVED IN BUILDING A NETWORK OF INCLUSIVE TECH ECOSYSTEMS ACROSS THE NATION. THIS PROGRAM ALSO SUPPORTS EXTERNAL EFFORTS THAT ALIGN WITH MKF'S MISSION OF FOSTERING GOOD COMMUNITY RELATIONS, PRIMARILY THROUGH SPONSORSHIPS, SMALL GRANTS, AND PROVIDING SPACE IN OUR BUILDING FOR COMMUNITY EVENTS. | Description1Txt |
| Expenses1 | $3,241,431 | Expenses1Amt |
| Description2 | RESEARCH DEEPENS THE THEORETICAL FRAMEWORKS IN WHICH ALL MKF WORK IS GROUNDED, BOTH BY INITIATING AND SEED FUNDING NEW RESEARCH, MEASURING AND EVALUATING MKF PROGRAM EFFECTIVENESS, AND LEADING LARGER COLLABORATIVE EFFORTS TO INFORM PUBLIC POLICY. | Description2Txt |
| Expenses2 | $1,648,202 | Expenses2Amt |
| Description3 | 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. | Description3Txt |
| Expenses3 | $231,269 | Expenses3Amt |
| Expenses4 | $0 | Expenses4Amt |
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 | $29,935 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $6,391,727 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $34,158,580 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $40,580,242 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $40,580,242 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $608,704 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $39,971,538 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $1,998,577 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sect4942j3j5 Fndtn And Frgn Org | Yes (X) | Sect4942j3j5FndtnAndFrgnOrgInd |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $6,797,159 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $6,797,159 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $99,904 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $6,697,255 | AdjustedQualifyingDistriAmt |
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 | $221,934 | CurrentYearAmt |
| Year1 | $39,809 | Year1Amt |
| Year2 | $0 | Year2Amt |
| Year3 | $0 | Year3Amt |
| Total | $261,743 | TotalAmt |
Pct85 Lessor Adj Incm Or Min Ret Pct85LessorAdjIncmOrMinRetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $188,644 | CurrentYearAmt |
| Year1 | $33,838 | Year1Amt |
| Year2 | $0 | Year2Amt |
| Year3 | $0 | Year3Amt |
| Total | $222,482 | TotalAmt |
Qualifying Distributions QualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $6,797,159 | CurrentYearAmt |
| Year1 | $4,860,879 | Year1Amt |
| Year2 | $3,743,251 | Year2Amt |
| Year3 | $4,952,891 | Year3Amt |
| Total | $20,354,180 | TotalAmt |
Qualifying Distri Not Used Drt QualifyingDistriNotUsedDrtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $834,737 | CurrentYearAmt |
| Year1 | $758,840 | Year1Amt |
| Year2 | $1,912,425 | Year2Amt |
| Year3 | $3,361,163 | Year3Amt |
| Total | $6,867,165 | TotalAmt |
Qualifying Distri Made Drt QualifyingDistriMadeDrtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $5,962,422 | CurrentYearAmt |
| Year1 | $4,102,039 | Year1Amt |
| Year2 | $1,830,826 | Year2Amt |
| Year3 | $1,591,728 | Year3Amt |
| Total | $13,487,015 | 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 | $1,332,385 | CurrentYearAmt |
| Year1 | $1,366,384 | Year1Amt |
| Year2 | $1,196,239 | Year2Amt |
| Year3 | $1,328,119 | Year3Amt |
| Total | $5,223,127 | 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 (109 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Recipient RelationshipRecipientRelationshipTxt |
|---|---|---|---|---|---|---|---|
| ADVANCEMENT PROJECT | |||||||
| 1910 W SUNSET BLVD 500 | LOS ANGELES | CA | 90026 | PC | GENERAL SUPPORT | $225 | |
| ALAMEDA COUNTY SOCIAL SERVICES AGENCY | |||||||
| 2000 SAN PABLO AVE STE 445 | OAKLAND | CA | 94612 | GOV | GENERAL SUPPORT | $124 | |
| AMERICAN HEART ASSOCIATION | |||||||
| 1201 EAST WEST HWY 218 | SILVER SPRING | MD | 20910 | PC | GENERAL SUPPORT | $50 | |
| ANITA BORG INSTITUTE | |||||||
| 1501 PAGE MILL RD MS 1105 | PALO ALTO | CA | 94304 | PC | GENERAL SUPPORT | $25,000 | |
| ANIYIA LOUISE WILLIAMS | |||||||
| 1034 HOLLISTER AVE | SAN FRANCISCO | CA | 94124 | I | HARDSHIP GRANT | $2,600 | N/A |
| BLACK AND BROWN FOUNDERS | |||||||
| 1034 HOLLISTER AVE | SAN FRANCISCO | CA | 94124 | PC | GENERAL SUPPORT | $5,000 | |
| BLACK AND BROWN FOUNDERS | |||||||
| 1034 HOLLISTER AVE | SAN FRANCISCO | CA | 94124 | PC | GENERAL SUPPORT | $20 | |
| CENTER FOR BIOLOGICAL DIVERSITY | |||||||
| PO BOX 710 | TUCSON | AZ | 85702 | PC | GENERAL SUPPORT | $145 | |
| CENTER FOR DISASTER PHILANTHROPY INC | |||||||
| 1201 CONNECTICUT AVE NW STE 300 | WASHINTON DC | DC | 20036 | PC | GENERAL SUPPORT | $2,500 | |
| CENTER FOR DISASTER PHILANTHROPY INC | |||||||
| 1201 CONNECTICUT AVE NW STE 300 | WASHINTON | DC | 20036 | PC | GENERAL SUPPORT | $250 | |
| CHABOT SPACE AND SCIENCE CENTER | |||||||
| 10000 SKYLINE BOULEVARD | OAKLAND | CA | 94619 | PC | GENERAL SUPPORT | $5,000 | |
| COALITION OF BLACK EXCELLENCE | |||||||
| 204 E 2ND AVE 135 | SAN MATEO | CA | 94401 | PC | GENERAL SUPPORT | $15,000 | |
| CODE 2040 | |||||||
| 785 MARKET ST STE 850 | SAN FRANCISCO | CA | 94103 | PC | GENERAL SUPPORT | $50 | |
| CODE FOR AMERICA | |||||||
| 155 NINTH ST | OAKLAND | CA | 94103 | PC | GENERAL SUPPORT | $5,000 | |
| COLLEGE BOUND | |||||||
| 128 M ST STE 220 | WASHINGTON | DC | 20001 | PC | GENERAL SUPPORT | $100 | |
| COMPASSION INTERNATIONAL INC | |||||||
| 12290 VOYAGER PARKWAY | COLORADO SPRINGS | CO | 80921 | PC | GENERAL SUPPORT | $290 | |
| CONCRN | |||||||
| 2148 BROADWAY | OAKLAND | CA | 94612 | PC | GENERAL SUPPORT | $3,500 | |
| CONCRN | |||||||
| 2148 BROADWAY | OAKLAND | CA | 94612 | PC | GENERAL SUPPORT | $380 | |
| CONTRA COSTA ECONOMIC PARTNERSHIP | |||||||
| PO BOX 4096 | WALNUT CREEK | CA | 94596 | PC | GENERAL SUPPORT | $5,000 | |
| DAMIEN MCDUFFIE | |||||||
| 526 31ST ST APT B | OAKLAND | CA | 94069 | I | HARDSHIP GRANT | $2,600 | N/A |
| DAVONTAE NATHANIEL FOXX-DREW | |||||||
| 2327 WARRING ST | BERKELEY | CA | 94704 | I | HARDSHIP GRANT | $3,500 | N/A |
| DELDELP MEDINA | |||||||
| 1259 19TH AVE 2 | SAN FRANCISCO | CA | 94122 | I | HARDSHIP GRANT | $3,500 | N/A |
| DREAM CORPS | |||||||
| 436 14TH ST 920 | OAKLAND | CA | 94612 | PC | GENERAL SUPPORT | $3,000 | |
| EASTSIDE ARTS ALLIANCE | |||||||
| 2101 WEBSTER STE 510 | OAKLAND | CA | 94612 | PC | GENERAL SUPPORT | $2,500 | |
| EDUSEED | |||||||
| 901 K ST NW STE 700 | WASHINGTON | DC | 20001 | PC | GENERAL SUPPORT | $100 | |
| ELBERT COUNTY PLANNING COMMITTEE | |||||||
| PO BOX 213 | BOWMAN | GA | 30624 | PC | GENERAL SUPPORT | $2,500 | |
| ELISABETH GELOBTER | |||||||
| 213 WEST 71ST ST APT 1B | NEW YORK | NY | 10023 | I | HARDSHIP GRANT | $1,900 | N/A |
| EMPOWERMENT WORKS | |||||||
| 1465 65TH ST 144 | OAKLAND | CA | 94608 | PC | GENERAL SUPPORT | $10,000 | |
| EUGENE BAAH | |||||||
| 2148 BROADWAY | OAKLAND | CA | 94612 | I | HARDSHIP GRANT | $1,900 | N/A |
| FAM 1ST FAMILY FOUNDATION | |||||||
| PO BOX 3005 | WENATCHEE | WA | 98807 | PC | GENERAL SUPPORT | $3,000 | |
| FREEDOM FOR IMMIGRANTS | |||||||
| PO BOX 40677 | SAN FRANCISCO | CA | 94140 | PC | GENERAL SUPPORT | $26 | |
| FRIENDS OF OAKLAND ANIMAL SERVICES | |||||||
| PO BOX 3132 | OAKLAND | CA | 94609 | PC | GENERAL SUPPORT | $400 | |
| FRIENDS OF THE SF PUBLIC LIBRARY | |||||||
| 710 VAN NESS AVE | SAN FRANCISCO | CA | 94102 | PC | GENERAL SUPPORT | $50 | |
| GENESYS WORKS - BAY AREA | |||||||
| 101 SECOND ST SUITE 500 | SAN FRANCISCO | CA | 94105 | PC | GENERAL SUPPORT | $5,000 | |
| GIVEDIRECTLY INC | |||||||
| PO BOX 3221 | NEW YORK | NY | 10008 | PC | GENERAL SUPPORT | $2,500 | |
| GLOBAL GIVING | |||||||
| 1110 VERMONT AVE NW STE 550 | WASHINGTON | DC | 20005 | PC | GENERAL SUPPORT | $355 | |
| GREENE SCHOLARS | |||||||
| PO BOS 6393 | SANTA CLARA | CA | 95056 | PC | GENERAL SUPPORT | $3,000 | |
| ICA FUND GOOD JOBS | |||||||
| 2335 BROADWAY STE 102 | OAKAND | CA | 94612 | PC | GENERAL SUPPORT | $5,000 | |
| IMPACT POVERTY NOW SUSTAINABLE SIGHT INITIATIVE | |||||||
| 3 BETHESDA METRO CENTER STE 510 | BETHESDA | MD | 20814 | PC | GENERAL SUPPORT | $100 | |
| IRENE GARCIA RODAS | |||||||
| 924 FULTON ST APT 206 | SAN FRANCISCO | CA | 94117 | I | HARDSHIP GRANT | $1,600 | N/A |
| JEFF TCHANG | |||||||
| 1504 DOLORES ST 4 | SAN FRANCISCO | CA | 94103 | I | HARDSHIP GRANT | $2,600 | N/A |
| JING JIN | |||||||
| 500 WILLIAM ST APT 119 | OAKLAND | CA | 94612 | I | HARDSHIP GRANT | $2,600 | N/A |
| JUDY TUAN | |||||||
| 425 W MACARTHUR BLVD | OAKLAND | CA | 94609 | I | HARDSHIP GRANT | $2,600 | N/A |
| LATINO COMMUNITY FOUNDATION | |||||||
| 235 MONTGOMERY ST STE 1160 | SAN FRANCISCO | CA | 94104 | PC | GENERAL SUPPORT | $11,000 | |
| LEUKEMIA & LYMPHOMA SOCIETY | |||||||
| 3 INTERNATIONAL DR STE 220 | RYE BROOK | NY | 10573 | PC | GENERAL SUPPORT | $50 | |
| LEVEL PLAYING FIELD INSTITUTE | |||||||
| 2148 BROADWAY | OAKLAND | CA | 94612 | PC | GENERAL SUPPORT | $3,000 | |
| LEVEL PLAYING FIELD INSTITUTE | |||||||
| 2148 BROADWAY | OAKLAND | CA | 94612 | PC | GENERAL SUPPORT | $850 | |
| LIANE DUTTON | |||||||
| 1455 PLYMOUTH AVE | SAN FRANCISCO | CA | 94112 | I | HARDSHIP GRANT | $1,600 | N/A |
| LICK-WILMERDING HIGH SCHOOL | |||||||
| 755 OCEAN AVE | SAN FRANCISCO | CA | 94112 | PC | GENERAL SUPPORT | $500 | |
| LISTEN FOR A CHANGE | |||||||
| 3649 19TH ST | SAN FRANCISCO | CA | 94110 | PC | GENERAL SUPPORT | $1,250 | |
| LISTEN FOR A CHANGE | |||||||
| 3649 19TH ST | SAN FRANCISCO | CA | 94110 | PC | GENERAL SUPPORT | $420 | |
| LOTUS BLOOM | |||||||
| 555 19TH ST UNIT 131 | OAKLAND | CA | 94612 | PC | GENERAL SUPPORT | $2,500 | |
| MARCUS FOSTER EDUCATION INSTITUTE | |||||||
| 2000 FRANKLIN ST 3RD FLOOR | OAKLAND | CA | 94612 | PC | GENERAL SUPPORT | $100 | |
| MAX GIBSON | |||||||
| 526 31ST ST APT B | OAKLAND | CA | 94609 | I | HARDSHIP GRANT | $3,500 | N/A |
| MAYNARD INSTITUTE | |||||||
| 2323 BROADWAY | OAKLAND | CA | 94612 | PC | GENERAL SUPPORT | $350 | |
| MILLS COLLEGE | |||||||
| 5000 MACARTHUR BLVD | OAKLAND | CA | 94613 | PC | GENERAL SUPPORT | $5,000 | |
| MISSION BIT | |||||||
| 949 CAPP ST APT 22 | SAN FRANCISCO | CA | 94110 | PC | GENERAL SUPPORT | $5,000 | |
| MISSION BIT | |||||||
| 949 CAPP ST APT 22 | SAN FRANCISCO | CA | 94110 | PC | GENERAL SUPPORT | $210 | |
| MISSSEY | |||||||
| 424 JEFFERSON ST | OAKLAND | CA | 94607 | PC | GENERAL SUPPORT | $5,190 | |
| MOVEMENT STRATEGY CENTER | |||||||
| 570 14TH ST STE 6 | OAKLAND | CA | 94612 | PC | GENERAL SUPPORT | $1,000 | |
| NATIONAL EQUITY PROJECT | |||||||
| 1720 BROADWAY 4TH FL | OAKLAND | CA | 94612 | PC | GENERAL SUPPORT | $150 | |
| NEIL SHAH | |||||||
| 865 FLORIDA ST APT 2 | SAN FRANCISCO | CA | 94110 | I | HARDSHIP GRANT | $3,500 | N/A |
| NORTH VALLEY COMMUNITY FOUNDATION | |||||||
| 240 MAIN ST STE 260 | CHICO | CA | 95928 | PC | GENERAL SUPPORT | $865 | |
| NPOWER INC | |||||||
| 99 WALL ST 350 | NEW YORK | CA | 10005 | PC | GENERAL SUPPORT | $4,500 | |
| OAKLAND AFRICAN AMERICAN CHAMBER OF COMMERCE FOUNDATION | |||||||
| 333 HEGENBERGER RD STE 369 | OAKLAND | CA | 94621 | NC | GENERAL SUPPORT | $3,412 | |
| OAKLAND AFRICAN AMERICAN CHAMBER OF COMMERCE FOUNDATION | |||||||
| 333 HEGENBERGER RD STE 369 | OAKLAND | CA | 94621 | NC | GENERAL SUPPORT | $5,000 | |
| OAKLAND DIGITAL AND LITERACY CENTER INC | |||||||
| 1224 HARRISON ST | OAKLAND | CA | 94612 | PC | GENERAL SUPPORT | $4,500 | |
| OAKLAND MUSEUM OF CA | |||||||
| 1000 OAK ST | OAKLAND | CA | 94607 | PC | GENERAL SUPPORT | $5,000 | |
| OAKLAND PUBLIC EDUCATION FUND | |||||||
| PO BOX 27148 | OAKLAND | CA | 94602 | PC | GENERAL SUPPORT | $2,500 | |
| OAKLAND TECHNOLOGY AND EDUCATION CENTER | |||||||
| 10 MOSSWOOD RD | BERKELEY | CA | 94704 | PC | GENERAL SUPPORT | $2,000 | |
| OAKLAND TEEN EMPOWERMENT PROGRAMS | |||||||
| 453 CREIGHTON WAY | OAKLAND | CA | 94619 | PC | GENERAL SUPPORT | $2,000 | |
| OMNI COMMONS | |||||||
| 4799 SHATTUCK AVE | OAKLAND | CA | 94609 | PC | GENERAL SUPPORT | $150 | |
| ONE DEGREE | |||||||
| 2370 MARKET ST STE 162 | SAN FRANCISCO | CA | 94114 | PC | GENERAL SUPPORT | $1,030 | |
| ONYX SCHOLARS | |||||||
| 1536 ADELINE ST | OAKLAND | CA | 94607 | PC | GENERAL SUPPORT | $1,500 | |
| PERALTA COLLEGES FOUNDATION | |||||||
| 333 EAST 8TH ST | OAKLAND | CA | 94158 | PC | GENERAL SUPPORT | $2,500 | |
| PERALTA COLLEGES FOUNDATION | |||||||
| 333 EAST 8TH ST | OAKLAND | CA | 94158 | PC | GENERAL SUPPORT | $1,000 | |
| QUEER CULTURAL CENTER | |||||||
| 762 FULTON ST | SAN FRANCISCO | CA | 94102 | PC | GENERAL SUPPORT | $1,000 | |
| RAICES | |||||||
| 5121 CRESTWAY DR STE 105 | WINDCREST | TX | 78239 | PC | GENERAL SUPPORT | $250 | |
| RELIEF INTERNATIONAL | |||||||
| 1101 14TH ST NW STE 1100 | WASHINGTON | DC | 20005 | PC | GENERAL SUPPORT | $250 | |
| SELF-ESTEM | |||||||
| 6114 LA SALLE AVENUE 297 | OAKLAND | CA | 94611 | PC | GENERAL SUPPORT | $2,500 | |
| SOCIAL GOOD FUND | |||||||
| PO BOX 5473 | RICHMOND | CA | 94805 | PC | GENERAL SUPPORT | $2,500 | |
| SOCIAL GOOD FUND | |||||||
| PO BOX 5473 | RICHMOND | CA | 94805 | PC | GENERAL SUPPORT | $9,500 | |
| SOCIAL GOOD FUND | |||||||
| PO BOX 5473 | RICHMOND | CA | 94805 | PC | GENERAL SUPPORT | $900 | |
| SONOMA COUNTY BLACK FORUM | |||||||
| PO BOX 1093 | SANTA ROSA | CA | 95402 | PC | GENERAL SUPPORT | $1,000 | |
| SOUTHERN POVERTY LAW CENTER | |||||||
| 400 WASHINGTON AVE | MONTGOMERY | CA | 36104 | PC | GENERAL SUPPORT | $2,500 | |
| STRIVE SURVIVE SUCCEED | |||||||
| PO BOX 32052 | OAKLAND | CA | 94604 | PC | GENERAL SUPPORT | $1,000 | |
| STUDENT PROGRAM FOR A & ATRANSITIONING | |||||||
| 360 GRAND AVE 371 | OAKLAND | CA | 94610 | PC | GENERAL SUPPORT | $5,000 | |
| TEMITOPE ALABI | |||||||
| 816 37TH ST UNIT G | OAKLAND | CA | 94608 | I | HARDSHIP GRANT | $1,000 | N/A |
| TEQUITABLE INC | |||||||
| 2148 BROADWAY | OAKLAND | CA | 94612 | NC | HARDSHIP GRANT | $1,900 | N/A |
| TEXAS CIVIL RIGHTS PROJECT | |||||||
| 1405 MONTOPOLIS DR | AUSTIN | TX | 78741 | PC | GENERAL SUPPORT | $2,500 | |
| THE HIDDEN GENIUS PROJECT | |||||||
| 2934 TELEGRAPH AVE | OAKLAND | CA | 94609 | PC | GENERAL SUPPORT | $1,250 | |
| THE HIDDEN GENIUS PROJECT | |||||||
| 2934 TELEGRAPH AVE | OAKLAND | CA | 94609 | PC | GENERAL SUPPORT | $10,420 | |
| THE HIDDEN GENIUS PROJECT | |||||||
| 2934 TELEGRAPH AVE | OAKLAND | CA | 94609 | PC | GENERAL SUPPORT | $300 | |
| TOYBOX LABS INC | |||||||
| 288 3RD ST 317 | OAKLAND | CA | 94607 | NC | HARDSHIP GRANT | $2,600 | N/A |
| TRANSGENDER LAW CENTER | |||||||
| PO BOX 70976 | OAKLAND | CA | 94612 | PC | GENERAL SUPPORT | $400 | |
| TRIPPIE INC | |||||||
| 2148 BROADWAY | OAKLAND | CA | 94612 | NC | HARDSHIP GRANT | $3,500 | N/A |
| TUFTS UNIVERSITY | |||||||
| 419 BOSTON AVE | MEDFORD | MA | 02155 | PC | GENERAL SUPPORT | $100 | |
| UC BERKELEY | |||||||
| 2610 CHANNING WAY | BERKELEY | CA | 94720 | GOV | GENERAL SUPPORT | $5,000 | |
| UCLA FOUNDATION | |||||||
| 10920 WILSHIRE BLVD STE 900 | LOS ANGELES | CA | 90024 | PC | FOR ACCESS PARTNERSHIP | $50,000 | |
| UNITED ROOTS | |||||||
| PO BOX 11567 | OAKLAND | CA | 94611 | PC | GENERAL SUPPORT | $5,000 | |
| UNIVERSITY CLUB FOUNDATION | |||||||
| 1135 16TH ST NW | WASHINGTON | DC | 20036 | PC | GENERAL SUPPORT | $100 | |
| UNIVERSITY OF CALIFORNIA BERKELEY DONOR AND GIFT SERVICES | |||||||
| 1995 UNIVERSITY AVE STE 400 | BERKELEY | CA | 94704 | GOV | GENERAL SUPPORT | $200 | |
| UNIVERSITY OF REDLANDS | |||||||
| 1200 E COLTON AVE | REDLANDS | CA | 92374 | PC | FOR THE RACE ON CAMPUS CONFERENCE THROUGH THE JOHNSTON COMMUNITY SERVICE AND ACTIVIST PROJECT FUND | $5,000 | |
| UNIVERSITY OF REDLANDS | |||||||
| 1200 E COLTON AVE | REDLANDS | CA | 92374 | PC | GENERAL SUPPORT | $75 | |
| VENTURA COUNTY COMMUNITY FOUNDATION | |||||||
| 4001 MISSION OAKS BLVD STE A | CAMARILLL | CA | 93012 | PC | GENERAL SUPPORT | $200 | |
| WORLD CENTRAL KITCHEN INC | |||||||
| 1875 CONNECTICUT AVE NW 10TH FLOOR | WASHINGTON | DC | 20009 | PC | GENERAL SUPPORT | $100 | |
| XIAOHOA MICHELLE CHING | |||||||
| 455 DURANT AVE | SAN LEANDRO | CA | 94577 | I | HARDSHIP GRANT | $3,500 | N/A |
| YOUNG LIVES MATTER FOUNDATION | |||||||
| 248 3RD ST 846 | OAKLAND | CA | 94607 | PC | GENERAL SUPPORT | $1,000 | |
| YOUTH AID | |||||||
| 926 85TH AVE | OAKLAND | CA | 94621 | PC | GENERAL SUPPORT | $2,500 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $334,737 | 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 | $52,440 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $138 | ExclusionAmt |
Other Investment Incm Part VII OtherInvestmentIncmPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $267,766 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business | 523000 | BusinessCd |
| Exclusion | 18 | ExclusionCd |
| Exclusion | $141,001 | ExclusionAmt |
Other Revenue Described OtherRevenueDescribedGrp (2 entries)
| DescDesc | ExclusionExclusionCd | ExclusionExclusionAmt |
|---|---|---|
| TICKETS | 01 | $6,317 |
| MISCELLANEOUS INCOME | 01 | $1,407 |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $469,069 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $469,069 | 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 (17 entries)
| ContributorContributorNum | Address Line1ContributorUSAddress/AddressLine1Txt | CityContributorUSAddress/CityNm | State AbbreviationContributorUSAddress/StateAbbreviationCd | ZIPContributorUSAddress/ZIPCd | Total ContributionsTotalContributionsAmt | Person ContributionPersonContributionInd |
|---|---|---|---|---|---|---|
| MITCHELL KAPOR TRUST | ||||||
| 1 | 2148 BROADWAY | OAKLAND | CA | 94612 | $9,528,500 | Yes (X) |
| PIVOTAL VENTURES | ||||||
| 2 | 10230 NE POINTS DRIVE SUITE 200 | KIRKLAND | WA | 98033 | $496,587 | Yes (X) |
| CBS CORP | ||||||
| 3 | 51 W 52ND ST | NEW YORK | NY | 10019 | $450,000 | Yes (X) |
| NETFLIX | ||||||
| 4 | 100 WINCHESTER CIR | LOS GATOS | CA | 95032 | $450,000 | Yes (X) |
| AMAZON | ||||||
| 5 | 410 TERRY AVE NORTH | SEATTLE | WA | 98109 | $250,000 | Yes (X) |
| WILLIAM MORRIS | ||||||
| 6 | 9601 WILSHIRE BLVD 3RD FL | BEVERLY HILLS | CA | 90210 | $250,000 | Yes (X) |
| SAG AFTRA | ||||||
| 7 | 5757 WILSHIRE BLVD | LOS ANGELES | CA | 90036 | $100,000 | Yes (X) |
| WRITERS GUILD | ||||||
| 8 | 7000 W3RD ST | LOS ANGELES | CA | 90048 | $100,000 | Yes (X) |
| DIRECTORS GUILD | ||||||
| 9 | 7920 SUNSET BLVD | LOS ANGELES | CA | 90046 | $100,000 | Yes (X) |
| NSF TREASURY | ||||||
| 10 | 2415 EISENHOWER AVE | ALEXANDRIA | VA | 22314 | $107,867 | Yes (X) |
| LEGACY VENTURE VI | ||||||
| 11 | 180 LYTTON AVE | PALO ALTO | CA | 94301 | $151,258 | Yes (X) |
| LEGACY VENTURE VII | ||||||
| 12 | 180 LYTTON AVE | PALO ALTO | CA | 94301 | $10,325 | Yes (X) |
| ALLIANCE OF MOTION PIC AND TV PRODUCERS | ||||||
| 13 | 15301 VENTURA BOULEVARD BUILDING E | SHERMAN OAKS | CA | 91403 | $50,000 | Yes (X) |
| TV ACADEMY | ||||||
| 14 | 5220 LANKERSHIM BLVD | NORTH HOLLYWOOD | CA | 91601 | $50,000 | Yes (X) |
| COMCAST | ||||||
| 15 | 1701 JFK BOULEVARD | PHILADELPHIA | PA | 19103 | $25,900 | Yes (X) |
| UBER | ||||||
| 16 | 1455 MARKET ST 400 | SAN FRANCISCO | CA | 94103 | $8,000 | Yes (X) |
| TECHSTARS | ||||||
| 17 | 1050 WALNUT ST STE 202 | BOULDER | CO | 80302 | $19,050 | Yes (X) |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $82,328 | Amt |
| Net Investment Income | $41,164 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $41,164 | DisbursementsCharitablePrpsAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | AMALGAMATED BANK | StockNm |
| EOY Book Value | $29,935 | EOYBookValueAmt |
| EOYFMV | $29,935 | EOYFMVAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (26 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| ADVANCED TRADE GROUP FUND | FMV | $1,495,438 | $1,495,438 |
| CAPRICORN INVESTMENT GROUP | FMV | $477,645 | $477,645 |
| GENERATION IM FUND PLC | FMV | $16,603,797 | $16,603,797 |
| GENERATION IM ASIA FUND | FMV | $1,429,200 | $1,429,200 |
| ASPECT VENTURES | FMV | $1,773,732 | $1,773,732 |
| BASE VENTURE FUND II | FMV | $550,069 | $550,069 |
| CATAMOUNT VENTURES III, L.P. | FMV | $1,205,883 | $1,205,883 |
| CATAMOUNT VENTURES IV, L.P. | FMV | $617,658 | $617,658 |
| CLAREMONT CREEK VENTURES, L.P. | FMV | $11,034 | $11,034 |
| CLAREMONT CREEK VENTURES II, L.P. | FMV | $456,888 | $456,888 |
| WIREFRAME | FMV | $133,460 | $133,460 |
| CROSS CULTURE VENTURES | FMV | $1,789,725 | $1,789,725 |
| HOMEBREW II | FMV | $475,137 | $475,137 |
| O'REILLY ALPHATECH VENTURES | FMV | $398,091 | $398,091 |
| PACIFIC COMMUNITY VENTURES INVESTMENT PARTNERS III, LLC | FMV | $43,872 | $43,872 |
| PRECURSOR VENTURES I | FMV | $1,228,908 | $1,228,908 |
| GENERATION IM CLIMATE SOLUTIONS I | FMV | $334,963 | $334,963 |
| GENERATION IM CLIMATE SOLUTIONS II | FMV | $1,162,746 | $1,162,746 |
| REACH CAPITAL | FMV | $420,413 | $420,413 |
| VILCAP PARTNERS | FMV | $152,524 | $152,524 |
| FEDERATED MEDIA PUBLISHING | FMV | $107,952 | $107,952 |
| WIKIA, INC. | FMV | $429,362 | $429,362 |
| ZAZZLE (SOCIETY CAFE) | FMV | $36,423 | $36,423 |
| EPALS (SLN) (LEVEL 2) CRICKET | FMV | $326,047 | $326,047 |
| GENIUS PLAZA | FMV | $915,602 | $915,602 |
| ADELANTE GPS FUND, L.P. | FMV | $1,582,011 | $1,582,011 |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL FEES | CategoryTxt |
| Legal Fees | $31,148 | LegalFeesAmt |
| Net Investment Income | $15,574 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $15,574 | DisbursementsCharitablePrpsAmt |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp (4 entries)
| DescDesc | BOY Book ValueBOYBookValueAmt | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| INTEREST RECEIVABLE | $1,248 | $1,000 | $1,000 |
| PROGRAM-RELATED INVESTMENT - DEFY VENTURES | $200,000 | $200,000 | $200,000 |
| RECEIVABLE FROM STAFF | $66 | $67 | $67 |
| COLLATERAL DEPOSIT | $29,673 | $29,256 | $29,256 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (11 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| BANK SERVICE CHARGES | $142,637 | $142,637 | $0 | $0 |
| SPONSORSHIPS | $99,500 | $0 | $0 | $99,500 |
| CONTEST PRIZES | $68,000 | $0 | $0 | $68,000 |
| COMMUNITY RELATIONS | $29,000 | $0 | $0 | $29,000 |
| MEALS & ENTERTAINMENT | $5,454 | $0 | $0 | $5,454 |
| ADVERTISING/MARKETING | $6,202 | $0 | $0 | $6,202 |
| INSURANCE | $15,487 | $0 | $0 | $15,487 |
| OFFICE SUPPLIES AND EXPENSE | $79,558 | $0 | $0 | $79,558 |
| DUES & SUBSCRIPTIONS | $47,962 | $0 | $0 | $47,962 |
| MISCELLANEOUS EXPENSE | $20,092 | $0 | $0 | $20,092 |
| ACCRUAL TO CASH ADJUSTMENT | $0 | $0 | $0 | $506,486 |
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 | -$305,860 | -$305,860 |
| PROGRAM RELATED INVESTMENT INCOME | $3,752 | $3,752 | $0 |
| REVERSAL OF ACCRUAL OF INVESTMENT MGMT FEES | $264,014 | $264,014 | $264,014 |
| TICKETS | $6,317 | $6,317 | |
| MISCELLANEOUS INCOME | $1,407 | $1,407 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | UNREALIZED GAIN ON INVESTMENTS | Desc |
| Amt | $887,026 | Amt |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail (2 entries)
| DescDesc | BOY Book ValueBOYBookValueAmt | EOY Book ValueEOYBookValueAmt |
|---|---|---|
| ACCRUED INVESTMENT FEES | $649,282 | $379,243 |
| DEFERRED TAX LIABILITIES | $403,051 | $357,226 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| PAYROLL & BENEFIT FEES | $22,051 | $2,205 | $0 | $19,846 |
| KEI CONSULTING FEES | $1,134,708 | $0 | $0 | $1,134,708 |
| PROGRAM CONSULTANT | $1,701,687 | $0 | $0 | $1,701,687 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | FEDERAL EXCISE TAX | CategoryTxt |
| Amt | $69,294 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $69,294 | DisbursementsCharitablePrpsAmt |
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