MITCHELL KAPOR FOUNDATION: Form 990PF, tax year 2015
View the entire original 990 at ProPublica ↗
- Organization
- MITCHELL KAPOR FOUNDATION (EIN 94-3330604)
- Tax period
- 2015-01-01 to 2015-12-31
- Filed
- 2017-11-10
- IRS object ID
- 201743149349101504
- Schema version
- 2015v3.0
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- Schedule B
- Accounting Fees Schedule
- General Explanation Attachment
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Land Etc Schedule2
- Legal Fees Schedule
- Other Assets Schedule
- Other Decreases Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Increases Schedule
- Other Liabilities Schedule
- Other Professional Fees Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2017-11-10T18:07:15-06:00 | ReturnTs |
| Tax Period End | 2015-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 941254756 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | HOOD & STRONG LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 275 BATTERY ST STE 900 | AddressLine1Txt |
| City | SAN FRANCISCO | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 94111 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2015-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 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 | CEO | PersonTitleTxt |
| Phone | 5102554655 | PhoneNum |
| Signature | 2017-11-06 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | MAGA E KISRIEV | PreparerPersonNm |
| PTIN | P01008919 | PTIN |
| Phone | 4157810793 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2015 | TaxYr |
| Build TS | 2018-03-14 21:41:22Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Amended Return | Yes (X) | AmendedReturnInd |
| Address Change | Yes (X) | AddressChangeInd |
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $39,341,806 | 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 | $96,707 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $1,489 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $1,489 | InterestOnSavNetInvstIncmAmt |
| Dividends Net Invst Incm | $58,029 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $1,282,060 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $3,286,102 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $1,878,935 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $28,562 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $21,182 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $1,408,818 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $1,959,635 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $137,132 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $13,713 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $123,419 | CompOfcrDirTrstDsbrsChrtblAmt |
| Oth Empl Slrs Wgs Rev And Expnss | $399,487 | OthEmplSlrsWgsRevAndExpnssAmt |
| Oth Empl Slrs Wgs Net Invst Incm | $39,949 | OthEmplSlrsWgsNetInvstIncmAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $359,538 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Pension Empl Bnft Rev And Expnss | $75,041 | PensionEmplBnftRevAndExpnssAmt |
| Pension Empl Bnft Net Invst Incm | $7,504 | PensionEmplBnftNetInvstIncmAmt |
| Pension Empl Bnft Dsbrs Chrtbl | $67,537 | PensionEmplBnftDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $12,805 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $0 | LegalFeesNetInvstIncmAmt |
| Legal Fees Dsbrs Chrtbl | $12,805 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $35,050 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $17,525 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $17,525 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $343,505 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $0 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $343,505 | OtherProfFeesDsbrsChrtblAmt |
| Deprec And Dpltn Rev And Expnss | $3,988 | DeprecAndDpltnRevAndExpnssAmt |
| Deprec And Dpltn Net Invst Incm | $0 | DeprecAndDpltnNetInvstIncmAmt |
| Occupancy Rev And Expnss | $73,589 | OccupancyRevAndExpnssAmt |
| Occupancy Net Invst Incm | $7,359 | OccupancyNetInvstIncmAmt |
| Occupancy Dsbrs Chrtbl | $66,230 | OccupancyDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $42,832 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Net Invst Incm | $0 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $42,832 | TravConfMeetingDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $542,630 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $512,131 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $358,337 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $1,666,059 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $598,181 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $1,391,728 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $3,361,163 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $3,361,163 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $5,027,222 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $598,181 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $4,752,891 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$3,618,404 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $1,361,454 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $261,461 | CashBOYAmt |
| Cash EOY | $508,732 | CashEOYAmt |
| Cash EOYFMV | $508,732 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $6,932,544 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $2,020,976 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $2,020,976 | SavAndTempCashInvstEOYFMVAmt |
| Acct Rcvbl | $13,686 | AcctRcvblAmt |
| Acct Rcvbl BOY | $60,472 | AcctRcvblBOYAmt |
| Acct Rcvbl EOY | $13,686 | AcctRcvblEOYAmt |
| Acct Rcvbl EOYFMV | $13,686 | AcctRcvblEOYFMVAmt |
| Prepaid Expenses BOY | $11,014 | PrepaidExpensesBOYAmt |
| Prepaid Expenses EOY | $13,196 | PrepaidExpensesEOYAmt |
| Prepaid Expenses EOYFMV | $13,196 | PrepaidExpensesEOYFMVAmt |
| Corporate Stock BOY | $1,033,552 | CorporateStockBOYAmt |
| Corporate Stock EOY | $955,563 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $955,563 | CorporateStockEOYFMVAmt |
| Other Investments BOY | $36,211,696 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $35,616,033 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $35,616,033 | OtherInvestmentsEOYFMVAmt |
| Land Bldg Equip Cost Or Other Bss | $12,906 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $7,844 | LandBldgEquipAccumDeprecAmt |
| Land BOY | $7,095 | LandBOYAmt |
| Land EOY | $5,062 | LandEOYAmt |
| Land EOYFMV | $5,062 | LandEOYFMVAmt |
| Other Assets BOY | $6,340 | OtherAssetsBOYAmt |
| Other Assets EOY | $208,558 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $208,558 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $44,524,174 | TotalAssetsBOYAmt |
| Total Assets EOY | $39,341,806 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $39,341,806 | TotalAssetsEOYFMVAmt |
| Accounts Payable BOY | $217,298 | AccountsPayableBOYAmt |
| Accounts Payable EOY | $275,311 | AccountsPayableEOYAmt |
| Grants Payable BOY | $5,000 | GrantsPayableBOYAmt |
| Other Liabilities BOY | $699,082 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $681,805 | OtherLiabilitiesEOYAmt |
| Total Liabilities BOY | $921,380 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $957,116 | TotalLiabilitiesEOYAmt |
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
| Unrestricted BOY | $43,602,794 | UnrestrictedBOYAmt |
| Unrestricted EOY | $38,384,690 | UnrestrictedEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $43,602,794 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $38,384,690 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $44,524,174 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $39,341,806 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $43,602,794 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$3,618,404 | ExcessRevenueOverExpensesAmt |
| Other Increases | $161,255 | OtherIncreasesAmt |
| Subtotal | $40,145,645 | SubtotalAmt |
| Other Decreases | $1,760,955 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $38,384,690 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (4 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| CAPRICORN INVESTMENT GROUP | P | 2015-01-01 | 2015-12-31 | $100,000 | $61,970 | $38,030 | $38,030 |
| GENERATION IM FUND PLC | P | 2015-01-01 | 2015-12-31 | $2,183,896 | $942,010 | $1,241,886 | $1,241,886 |
| GENERATION ASIA | P | 2015-01-01 | 2015-01-23 | $8,902 | $6,758 | $2,144 | $2,144 |
| CAPITAL GAIN FROM PASSTHROUGHS | P | 2015-01-01 | 2015-01-23 | $993,304 | $396,429 | $596,875 | $596,875 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $1,878,935 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $6,096,637 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $40,842,503 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.149272 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $3,317,792 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $37,914,643 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.087507 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $5,013,208 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $35,865,128 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.139779 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $5,215,435 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $38,613,230 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.135069 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $5,125,339 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $41,885,145 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.122367 | DistributionYr5Rt |
| Total Distribution | 0.633994 | TotalDistributionRt |
| Average Distribution | 0.126799 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $39,843,550 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $5,052,122 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $13,615 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $5,065,737 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $4,952,891 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $27,229 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $27,229 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $27,229 | TaxBasedOnInvestmentIncomeAmt |
| Applied To Es Tax | $70,000 | AppliedToEsTaxAmt |
| Total Payments And Credits | $70,000 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $640 | EsPenaltyAmt |
| Overpayment | $42,131 | OverpaymentAmt |
| Applied To ES Tax | $42,131 | AppliedToESTaxAmt |
| Refund | $0 | RefundAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | 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 | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | 0 | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | WWW.MKF.ORG | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | GAURAV VASHIST | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 5102554650 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| 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) |
|---|---|---|
| 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 | 0 | 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 |
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 | 0.25 | $0 | $0 | $0 |
| FREADA KAPOR-KLEIN | ||||||||
| 2148 BROADWAY | OAKLAND | CA | 94612 | VICE PRESIDENT | 0.25 | $0 | $0 | $0 |
| CEDRIC BROWN | ||||||||
| 2148 BROADWAY | OAKLAND | CA | 94612 | SECRETARY/EXECUTIVE DIRECTOR | 40.00 | $137,132 | $15,278 | $0 |
| LANCE HENDERSON | ||||||||
| 2148 BROADWAY | OAKLAND | CA | 94612 | TREASURER | 2.00 | $0 | $0 | $0 |
Compensation Highest Paid Empl CompensationHighestPaidEmplGrp (3 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee BenefitsEmployeeBenefitsAmt | Expense AccountExpenseAccountAmt |
|---|---|---|---|---|---|---|---|---|
| JENNIFER ARQUELLO | ||||||||
| 2148 BROADWAY | OAKLAND | CA | 94612 | SENIOR TECHNOLOGY OF | 40.00 | $117,533 | $2,598 | $0 |
| JUSTIN DAVIS | ||||||||
| 2148 BROADWAY | OAKLAND | CA | 94612 | PROGRAM OFFICER | 40.00 | $92,038 | $10,883 | $0 |
| TIFFANY PRICE | ||||||||
| 2148 BROADWAY | OAKLAND | CA | 94612 | COMMUNITY OFFICER | 40.00 | $91,690 | $10,170 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | KAPOR ENTERPRISES INC | BusinessNameLine1Txt |
US Address USAddress
| 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) |
|---|---|---|
| Service Type | BACK OFFICE SUPPORT | ServiceTypeTxt |
| Compensation | $134,800 | CompensationAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | ON JUNE 9, 2015, THE FOUNDATION MADE AN UNSECURED LOAN TO A PUBLIC CHARITY, DEFY VENTURES INC, IN THE AMOUNT OF $200,000. THE LOAN BEARS INTEREST OF 2% PER ANNUM AND IS PAYABLE QUARTERLY BEGINNING JULY 1, 2016. THE OUTSTANDING PRINCIPAL AND ANY ACCRUED INTEREST ARE DUE IN FULL ON JUNE 30, 2022. | Description1Txt |
| Expenses1 | $200,000 | Expenses1Amt |
| Total | $200,000 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $1,330,620 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $3,691,315 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $35,428,370 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $40,450,305 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $40,450,305 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $606,755 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $39,843,550 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $1,992,178 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $1,992,178 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $27,229 | TaxBasedOnInvestmentIncomeAmt |
| Income Tax | $130 | IncomeTaxAmt |
| Total Tax | $27,359 | TotalTaxAmt |
| Distributable Before Adj | $1,964,819 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $1,964,819 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $1,964,819 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $4,752,891 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $200,000 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $4,952,891 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $4,952,891 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $1,964,819 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $3,031,082 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $3,285,635 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $3,219,952 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $1,488,925 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $4,194,542 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $15,220,136 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $4,952,891 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $1,964,819 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $2,988,072 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $18,208,208 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $3,031,082 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $15,177,126 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $3,285,635 | ExcessFromYear4Amt |
| Excess From Year3 | $3,219,952 | ExcessFromYear3Amt |
| Excess From Year2 | $1,488,925 | ExcessFromYear2Amt |
| Excess From Year1 | $4,194,542 | ExcessFromYear1Amt |
| Excess From Current Year | $2,988,072 | ExcessFromCurrentYearAmt |
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 ON STAFF AND BOARD; APPROPRIATE USE OF AVAILABLE INFORMATION TECHNOLOGY TO FURTHER MISSION, REACH, AND EFFICIENCY; AND BASED IN THE SAN FRANCISCO BAY AREA, PREFERRED BUT NOT REQUIRED. | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | ONGOING | SubmissionDeadlinesTxt |
| Restrictions On Awards | IN ORDER TO BE ELIGIBLE FOR A GRANT FROM THE KAPOR FOUNDATION, AN ORGANIZATION MUST HAVE IRS 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 FUNDS INDIVIDUALS FOR PERSONAL PROJECTS, AND RARELY FUNDS (1) ORGANIZATIONS THAT ARE NOT QUALIFIED CHARITIES WITH IRS 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 (66 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|
| SIERRA HEALTH FOUNDATION | |||||||
| 1321 GARDEN HIGHWAY STE 210 | SACRAMENTO | CA | 95833 | PC | CALIFORNIA EXECUTIVES ALLIANCE TO EXPAND OPPURTUNITIES | $75,000 | |
| MARCUS A FOSTER EDUCATION FUND | |||||||
| 8301 EDGEWATER DR STE 203 | OAKLAND | CA | 94621 | PC | TO SUPPORT CB BROTHERHOOD THRU 10/5/15 - 9/3016 | $550,750 | |
| SAN FRANCISCO FOUNDATION | |||||||
| 1 EMBARCADERO CENTER 1400 | SAN FRANCISCO | CA | 94111 | PC | GRANT TO LEVEL PLAYING FIELD INSTITUTE | $1,789,000 | |
| UC BERKELEY FOUNDATION | |||||||
| 2080 ADDISON ST STE 4200 | BERKELEY | CA | 94720 | PC | 2014 PARTNERSHIP - BERKELEY SCIENCE NETWORK | $250,000 | |
| VILLAGE CAPITAL | |||||||
| 419 7TH ST NW STE 300 | WASHINGTON | DC | 20004 | PC | GRANT AGREEMENT 12/1/14 - 11/30/15 (FIN TECH ACCELERATOR PROGRAM) | $50,000 | |
| AIDS EMERGENCY FUND | |||||||
| 12 GRACE ST STE 300 | SAN FRANCISCO | CA | 94103 | PC | ONE-TIME GIFT TO AIDS EMERGENCY FUND | $5,000 | |
| PRESIDENT AND FELLOWS OF HARVARD COLLEGE | |||||||
| 1033 MASSACHUSETTS AVE 2ND FLOOR | CAMBRIDGE | MA | 02138 | PC | HUTCHINS CENTER FOR AFRICAN AMERICAN RESEARCH | $30,000 | |
| ROCKEFELLER PHILANTHROPY ADVISORS | |||||||
| 6 WEST 48TH STREET 10TH FLOOR | NEW YORK | NY | 10036 | PC | SUPPORT GRANT FOR EXECUTIVES ALLIANCE | $50,000 | |
| PARTNERSHIP FOR PUBLIC SERVICE | |||||||
| 1100 NEW YORK NW STE 200 | WASHINGTON | DC | 20005 | PC | MARVIN CARR, OSTP FELLOW - GRANT AGREEMENT 6/1/15 - 5/31/16 | $110,000 | |
| HANSOO LEE FELLOWSHIP | |||||||
| 2220 PIEDMONT AVE | BERKELEY | CA | 94704 | PC | 2015 FELLOWS & CHALLENGE MATCH | $10,000 | |
| OUTDOOR AFRO | |||||||
| 2323 BROADWAY | OAKLAND | CA | 94612 | PC | GLAMP OUT GALA - OCT 1, 2015 | $5,000 | |
| SUMMER SCIENCE PROGRAM | |||||||
| 108 WHITEBERRY DR | CARY | NC | 27519 | PC | FOR GENERAL SUPPORT | $7,500 | |
| EAST BAY COMMUNITY FOUNDATION | |||||||
| 200 FRANK H OGAWA PLAZA | OAKLAND | CA | 94612 | PC | COO DIRETOR OF EQUITY AND STRATEGIC PARTNERSHIP | $25,000 | |
| COLOROFCHANGEORG ED FUND | |||||||
| 5111 TELEGRAPH AVE 311 | OAKLAND | CA | 94609 | PC | END OF YEAR GENERAL SUPPORT GRANT | $1,000 | |
| REFUGEE TRANSITIONS | |||||||
| 870 MARKET ST STE 718 | SAN FRANCISCO | CA | 94102 | PC | END OF YEAR GENERAL SUPPORT GRANT | $1,000 | |
| ADVANCEMENT PROJECT | |||||||
| 1220 L STREET NW STE 850 | WASHINGTON | DC | 20005 | PC | END OF YEAR GENERAL SUPPORT GRANT | $1,000 | |
| JOBS AND HOUSING COALITION | |||||||
| 300 FRANK H OGAWA PLAZA 460 | OAKLAND | CA | 94612 | PC | 2015 LEGACY EVENT (8/20/15 - 9/30/15) | $25,000 | |
| FUTURO MEDIA GROUP | |||||||
| 361 WEST 125TH ST 6TH FLOOR | NEW YORK | NY | 10027 | PC | GENERAL SUPPORT | $75,000 | |
| MANAGEMENT LEADERSHIP FOR TOMORROW | |||||||
| 5335 WISCONSIN AVE NW STE 805 | WASHINGTON | DC | 20015 | PC | KCSI & MLT PARTNERSHIP GRANT | $25,000 | |
| DEFY VENTURES INC | |||||||
| 5 PENN PLAZA 19TH FLOOR | NEW YORK | NY | 10001 | PC | GENERAL SUPPORT | $50,000 | |
| THE HIDDEN GENIUS PROJECT | |||||||
| 519 17TH ST STE 240 | OAKLAND | CA | 94612 | PC | GENERAL SUPPORT | $50,500 | |
| OPEN OAKLAND | |||||||
| 1720 BROADWAY 2ND FLOOR | OAKLAND | CA | 94612 | PC | CITY CAMP OAKLAND PLATINUM SPONSORSHIP | $1,000 | |
| EAST BAY NSBE JR | |||||||
| 1606 BIRDHAVEN WAY | PITTSBURG | CA | 94565 | PC | FISCAL SPONSOR FOR GRIOT - MLK NATIONAL MENTOR DAY | $5,000 | |
| EMPOWERMENT WORKS | |||||||
| 1793 NORTHWOOD COURT | OAKLAND | CA | 94611 | PC | EVENT SPONSORSHIP | $5,000 | |
| ASSOCIATION OF BLACK FOUNDATION EXCUTIVES | |||||||
| 333 7TH AVE 14TH FLOOR | NEW YORK | NY | 10001 | PC | ANNUAL CONFERENCE 2015 AND JAMES JOSEPH AWARDS | $7,500 | |
| RICHMOND COMMUNITY FOUNDATION | |||||||
| 1014 FLORIDA AVE SUITE 200 | RICHMOND | CA | 94804 | PC | SILVER SPONSORSHIP FOR BRIDGING THE STEM DIVERSITY GAP | $2,500 | |
| LISTA | |||||||
| 5945 JIMMY CARTER BOULEVARD | NORCROSS | GA | 30071 | PC | SACRAMENTO ETL SUMMIT SPONSORSHIP | $5,000 | |
| OAKLAND PUBLIC EDUCATION FUND | |||||||
| PO BOX 27148 | OAKLAND | CA | 94602 | PC | RETOOLING SCHOOL SPONSORSHIP | $1,000 | |
| HISPANIC HERITAGE FOUNDATION | |||||||
| 9675 MAIN ST STE D | FAIRFAX | VA | 22031 | PC | LOFT LATINAS CODER SUMMIT | $5,000 | |
| EDGEUCATION ORGANIZATION CO | |||||||
| 333 MAIN ST 420 | REDWOOD CITY | CA | 94063 | PC | LISTAS CONFERENCE - 5/2/15 EVENT | $1,000 | |
| CODE FEVER MIAMI INC | |||||||
| 233 NE 21ST ST | DELRAY BEACH | FL | 33444 | PC | SPONSORSHIP | $1,500 | |
| MEDA | |||||||
| 2301 MISSION ST STE 301 | SAN FRANCISCO | CA | 94110 | PC | GOLD SPONSOR - MEDA'S GET CONNECTED! EVENT | $1,000 | |
| CHABOT LAS POSITAS COMMUNITY COLLEGE DIST | |||||||
| 25555 HESPERIAN BLVD | HAYWARD | CA | 94545 | PC | STRVING BLACK BROTHERS AWARDS BANQUET DINNER 5-15-15 | $1,000 | |
| THE DENTAL KIDZ FOUNDATION | |||||||
| 24 COMMERCE ST 11TH FLOOR | NEWARK | NJ | 07102 | PC | 2015 BENEFIT DINNER DONATION | $1,000 | |
| GAMMA PHI LAMBDA ED FDTN OF ALPHA PHI A | |||||||
| 1714 FRANKLIN ST 100-246 | OAKLAND | CA | 94612 | PC | SPONSORSHIP FOR INNOVATION CONFERENCE - 4/22/15 | $5,000 | |
| CENTER FOR MEDIA CHANGEHACK THE HOOD | |||||||
| 439 INTERNATIONAL BLVD 1 | OAKLAND | CA | 94606 | PC | HACK THE HOOD GRADUATION SPONSORSHIP | $2,000 | |
| RYSE CENTER INC | |||||||
| 205 41ST | RICHMOND | CA | 94805 | PC | HACK THE HOOD SUMMER 2015 BOOT CAMP SPONSORSHIP | $5,000 | |
| DIGITAL DIVERSITY NETWORK | |||||||
| 40 WALL ST 32ND FLOOR | NEW YORK | NY | 10005 | PC | 40 UNDER 40: TECH DIVERSITY AWARDS PROGRAM | $5,000 | |
| NORTHERN CALIFORNIA GRANTMAKERS | |||||||
| 160 SPEAR STREET STE 360 | SAN FRANCISCO | CA | 94105 | PC | PHILANTHROPY AND THE FUTURE OF OUR REGION SPONSORSHIP | $2,500 | |
| GENESYS WORKS - BAY AREA | |||||||
| 101 SECOND ST STE 500 | SAN FRANCISCO | CA | 94105 | PC | GENESYS WORKS - BAY AREA'S BREAKING THROUGH | $5,000 | |
| BROTHERS KEEPER ECONOMIC DEVELOPMENT | |||||||
| 3375 WESTPARK DR 534 | HOUSTON | TX | 77005 | PC | PHILANTHROPY AND IMPACT SUMMIT | $5,000 | |
| MANOS ACCELERATOR LLC | |||||||
| 189 WEST SANTA CLARA ST | SAN JOSE | CA | 95113 | NC | KICK OFF EVENT FOR 4TH COHORT - OCT 1, 2015 | $5,000 | |
| MISSION LAUNCH | |||||||
| 419 7TH ST NW 3RD FLOOR | WASHINGTON | DC | 20004 | PC | REBUILDING RE-ENTRY HACKATHON | $5,000 | |
| RON BROWN SCHOLAR FUND | |||||||
| 1160 PEPSI PLACE STE 206 | CHARLOTTESVILLE | VA | 22901 | PC | 2015 SPONSORSHIP ENZA ACADEMY | $5,000 | |
| SHPE | |||||||
| 13181 CROSSROADS PARKWAY NORTH | CITY OF INDUSTRY | CA | 91746 | PC | 2015 SHPE CONFERENCE TECH LEADERS ROUNDTABLE | $5,000 | SUITE 450 |
| CALIFORNIANS FOR JUSTICE | |||||||
| 520 3RD ST STE 209 | OAKLAND | CA | 94607 | PC | 2015 END OF YEAR FUNDRAISER SPONSORSHIP | $1,500 | |
| OCCUR | |||||||
| 1330 BROADWAY SUITE 905 | OAKLAND | CA | 94612 | PC | SPONSORSHIP FOR DAVID E. GLOVER LEGACY AWARDS | $1,500 | |
| UNCF | |||||||
| 1805 7TH ST NW | WASHINGTON | DC | 20001 | PC | SPONSORHIP FOR THE UNCF HBCU INNOVATION SUMMIT 2014 (NOV 18 - 21, 2015) | $5,000 | |
| CA ALLIIANCE AFRICAN AMERICA EDUCATORS | |||||||
| PO BOX 3134 | SAN JOSE | CA | 95156 | PC | GSP SCIENCE FAIR - FEB 27, 2016 | $2,000 | |
| GENERATION CITIZEN INC | |||||||
| 156 2ND ST | SAN FRANCISCO | CA | 94105 | PC | CIVIC TECH CHALLENGE | $2,500 | |
| TIDES CENTER | |||||||
| 1014 TORNEY AVENUE | SAN FRANCISCO | CA | 94129 | PC | 2015 PLATFORM SUMMIT - 8/15/15 - 11/15/2015 | $65,000 | |
| STREETCODE ACADEMY | |||||||
| 321 BELL ST | EAST PALO ALTO | CA | 94303 | PC | SPONSORSHIP TO COVER FOOD | $3,000 | |
| EAST BAY COLLEGE FUND | |||||||
| 2030 FRANKLIN ST STE 210 | OAKLAND | CA | 94612 | PC | 50 YEARS OF OAKLAND LOVE GALA - 7 TICKETS | $5,000 | |
| STANFORD ALUMNI ASSOCIATION | |||||||
| 326 GALVEZ ST | STANFORD | CA | 94305 | PC | SPONSORSHIP SUPPORT - STANFORD BLACK ALUMNI NORTHERN CALIFORNIA | $1,000 | |
| APEN | |||||||
| 426 17TH ST STE 500 | OAKLAND | CA | 94612 | PC | GENERAL SUPPORT | $225 | |
| RESOURCE GENERATION | |||||||
| 18 W 27TH 2ND FLOOR | NEW YORK | NY | 10001 | PC | GENERAL SUPPORT | $100 | |
| THE AMERICAN PROSPECT | |||||||
| 1333 H ST NW SUITE 300 EAST TOWER | WASHINGTON | DC | 20005 | PC | GENERAL SUPPORT | $125 | |
| NEW AMERICAN LEADERS PROJECT | |||||||
| 570 LEXINGTON AVENUE 5TH FLOOR | NEW YORK | NY | 10022 | PC | GENERAL SUPPORT | $100 | |
| PAN LEFT PRODUCTIONS | |||||||
| 225 E 26TH SUITE 3 | TUCSON | AZ | 85713 | PC | GENERAL SUPPORT | $100 | |
| IOBY | |||||||
| 540 PRESIDENT ST 3RD FLOOR | BROOKLYN | NY | 11215 | PC | GENERAL SUPPORT | $100 | |
| CAUSA JUSTA JUST CAUSE | |||||||
| PO BOX 3596 | OAKLAND | CA | 94609 | PC | GENERAL SUPPORT | $250 | |
| BIG BROTHERS BIG SISTERS | |||||||
| 649 MISSION ST 5TH FLOOR | SAN FRANCISCO | CA | 94105 | PC | GENERAL SUPPORT | $75 | |
| KAPOR ENTERPRISES INC | |||||||
| 2148 BROADWAY | OAKLAND | CA | 94612 | PC | GENERAL SUPPORT | $50 | |
| FEED THE CHILDREN | |||||||
| 333 N MERIDIAN AVE | OKLAHOMA CITY | OK | 73107 | PC | GENERAL SUPPORT | $320 | |
| SF CITY IMPACT | |||||||
| PO BOX 16217 | SAN FRANCISCO | CA | 94116 | PC | GENERAL SUPPORT | $228 | |
| ABUNDANT LIFE CHRISTIAN FELLOWSHIP | |||||||
| 2581 LEGHORN ST | MOUNTAIN VIEW | CA | 94043 | PC | GENERAL SUPPORT | $240 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $3,361,163 | 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 | $1,489 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $1,282,060 | ExclusionAmt |
Other Revenue Described OtherRevenueDescribedGrp (3 entries)
| DescDesc | ExclusionExclusionCd | ExclusionExclusionAmt |
|---|---|---|
| SPECIAL EVENT INCOME | 01 | $12,128 |
| INTEREST INCOME - PRI | 14 | $2,236 |
| EXCISE TAX BENEFIT | 01 | $14,198 |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $1,312,111 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $1,312,111 | 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 (6 entries)
| ContributorContributorNum | Address Line1ContributorUSAddress/AddressLine1Txt | CityContributorUSAddress/CityNm | State AbbreviationContributorUSAddress/StateAbbreviationCd | ZIPContributorUSAddress/ZIPCd | Total ContributionsTotalContributionsAmt | Person ContributionPersonContributionInd |
|---|---|---|---|---|---|---|
| ORRICK HERRINGTON SUTCLIFFE FOUNDAT | ||||||
| 1 | DEPT 34461 PO BOX 39000 | SAN FRANCISCO | CA | 94139 | $5,000 | Yes (X) |
| WELLS FARGO | ||||||
| 2 | 301 C COLLEGE STREET | CHARLOTTE | NC | 28202 | $25,000 | Yes (X) |
| CRICKET | ||||||
| 3 | 7926 JONES BRANCH DRIVE | MCLEAN | VA | 22102 | $18,350 | Yes (X) |
| TRUSTLEGACY VI | ||||||
| 4 | 2148 BROADWAY | OAKLAND | CA | 94612 | $13,981 | Yes (X) |
| SILICON VALLEY COMMUNITY FOUNDATION | ||||||
| 5 | 2440 W EL CAMINO REAL SUITE 300 | MOUNTAIN VIEW | CA | 94040 | $25,000 | Yes (X) |
| TRUSTLEGACY VENTURES | ||||||
| 6 | 2148 BROADWAY | OAKLAND | CA | 94612 | $9,376 | Yes (X) |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $35,050 | Amt |
| Net Investment Income | $17,525 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $17,525 | DisbursementsCharitablePrpsAmt |
General Explanation Attachment GeneralExplanationAttachment
General Explanation GeneralExplanationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | FORM 990-PF, PAGE 1, ITEM G: | FormAndLineReferenceDesc |
| Medium Explanation | THE FORM 990-PF WAS ORIGINALLY FILED WHEN THE FINANCIAL AUDIT OF THE ORGANIZATION BY INDEPENDENT CERTIFIED PUBLIC ACCOUNTANTS WAS IN PROGRESS. THE ORGANIZATION AMENDED THE RETURN TO REFLECT THE CHANGES AS A RESULT OF A COMPLETED FINANCIAL AUDIT. | MediumExplanationTxt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (2 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| TWITTER HELD AT MSSB | $595,068 | $595,068 |
| CRICKET | $360,495 | $360,495 |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (26 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| CLAREMONT CREEK VENTURES, L.P. | FMV | $1,299,107 | $1,299,107 |
| WIKIA, INC | FMV | $1,002,800 | $1,002,800 |
| FEDERATED MEDIA PUBLISHING | FMV | $107,952 | $107,952 |
| O'REILLY ALPHATECH VENTURES | FMV | $559,662 | $559,662 |
| NEW RESOURCE BANK | FMV | $225,930 | $225,930 |
| GENERATION IM FUND PLC | FMV | $17,769,151 | $17,769,151 |
| CATAMOUNT VENTURES III, L.P. | FMV | $1,990,455 | $1,990,455 |
| PACIFIC COMMUNITY VENTURES III | FMV | $80,385 | $80,385 |
| CAPRICORN - MKF HOLDINGS | FMV | $3,037,859 | $3,037,859 |
| CATAMOUNT VENTURES IV, L.P. | FMV | $721,750 | $721,750 |
| CLAREMONT CREEK VENTURES II, L.P. | FMV | $925,323 | $925,323 |
| GENERATION IM CLIMATE SOLUTIONS I | FMV | $933,781 | $933,781 |
| GENERATION IM CLIMATE SOLUTIONS II | FMV | $689,271 | $689,271 |
| SEVENTH GENERATION | FMV | $391,161 | $391,161 |
| ZAZZLE (SOCIETY CAFE) | FMV | $37,965 | $37,965 |
| GENERATION IM ASIA FUND | FMV | $1,162,036 | $1,162,036 |
| DROPCAM ESCROW | FMV | $234,103 | $234,103 |
| PRECURSOR VENTURES I | FMV | $233,288 | $233,288 |
| ASPECT VENTURES | FMV | $601,189 | $601,189 |
| BASE VENTURE FUND II | FMV | $43,547 | $43,547 |
| CROSS CULTURE VENTURES I | FMV | $344,006 | $344,006 |
| HOMEBREW II | FMV | $39,570 | $39,570 |
| REACH CAPITAL | FMV | $138,262 | $138,262 |
| VILLAGE CAPITAL | FMV | $53,056 | $53,056 |
| ADELANTE TOTAL RETURN FUND | FMV | $1,966,265 | $1,966,265 |
| ADVANCE TRADE ADVANE GROUP | FMV | $1,028,159 | $1,028,159 |
Land Etc Schedule2 LandEtcSchedule2
Land Etc LandEtcGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | EQUIPMENT | CategoryOrItemTxt |
| Cost Or Other Basis | $12,906 | CostOrOtherBasisAmt |
| Accumulated Depreciation | $7,844 | AccumulatedDepreciationAmt |
| Book Value | $5,062 | BookValueAmt |
| EOYFMV | $5,062 | EOYFMVAmt |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL FEES | CategoryTxt |
| Legal Fees | $12,805 | LegalFeesAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $12,805 | DisbursementsCharitablePrpsAmt |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp (4 entries)
| DescDesc | BOY Book ValueBOYBookValueAmt | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| INTEREST RECEIVABLE | $59 | $2,236 | $2,236 |
| SECURITY DEPOSIT | $6,281 | $6,281 | $6,281 |
| ACCRUED INCOME | $41 | $41 | |
| DEFY VENTURES (PROGRAM-RELATED INVESTMENT) | $200,000 | $200,000 |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | UNREALIZED LOSS ON INVESTMENTS | Desc |
| Amt | $1,760,955 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (13 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| OFFICE EXPENSES | $18,916 | $0 | $18,916 |
| MEETINGS & EVENTS | $135,842 | $0 | $135,842 |
| TECH EVENTS & SCHOLARSHIP | $4,258 | $0 | $4,258 |
| DUES/MEMBERSHIPS | $12,124 | $0 | $12,124 |
| PAYROLL FEES | $8,545 | $0 | $8,545 |
| PUBLIC RELATIONS | $67,376 | $0 | $67,376 |
| INSURANCE | $10,065 | $0 | $10,065 |
| LICENSES & FEES | $215 | $0 | $215 |
| INVESTMENT EXP | $184,293 | $184,293 | $0 |
| TAXES | $20 | $0 | $20 |
| STAFF DEVELOPMENT & TRAINING | $10,470 | $0 | $10,470 |
| SPONSORSHIP | $90,506 | $0 | $90,506 |
| PASSTHROUGH DEDUCTIONS | $0 | $327,838 | $0 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (3 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|---|
| SPECIAL EVENT INCOME | $12,128 | $12,128 | |
| INTEREST INCOME - PRI | $2,236 | $2,236 | $2,236 |
| EXCISE TAX BENEFIT | $14,198 | $14,198 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | PRIOR PERIOD ADJUSTMENT | Desc |
| Amt | $161,255 | Amt |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail (2 entries)
| DescDesc | BOY Book ValueBOYBookValueAmt | EOY Book ValueEOYBookValueAmt |
|---|---|---|
| ACCRUED INVESTMENT FEES | $378,257 | $408,178 |
| DEFERRED TAX LIABILITIES | $320,825 | $273,627 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | CONSULTING FEES | CategoryTxt |
| Amt | $343,505 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $343,505 | DisbursementsCharitablePrpsAmt |
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