THE LIBRA FOUNDATION: Form 990PF, tax year 2014
View the entire original 990 at ProPublica ↗
- Organization
- THE LIBRA FOUNDATION (EIN 30-0031117)
- Tax period
- 2014-01-01 to 2014-12-31
- Filed
- 2015-11-13
- IRS object ID
- 201513179349101351
- Schema version
- 2014v5.0
- 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 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 | 2015-11-13T11:14:27-06:00 | ReturnTs |
| Tax Period End | 2014-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 861065772 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | DELOITTE TAX LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 555 MISSION STREET | 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 | 2014-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 300031117 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE LIBRA FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | LIBR | BusinessNameControlTxt |
| Phone | 4155494970 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1 LETTERMAN DR NO C-420 | AddressLine1Txt |
| City | SAN FRANCISCO | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 94129 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | NICHOLAS PRITZKER | PersonNm |
| Person Title | SECRETARY/TREASURER | PersonTitleTxt |
| Phone | 4155494970 | PhoneNum |
| Signature | 2015-11-11 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | JOAN S MCMAHON | PreparerPersonNm |
| PTIN | P00966494 | PTIN |
| Phone | 4157834000 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2014 | TaxYr |
| Build TS | 2016-02-25 16:41:14Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $202,899,425 | 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 | $24,564,596 | ContriRcvdRevAndExpnssAmt |
| Dividends Rev And Expnss | $3,148,529 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $3,123,703 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $3,771,445 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $25,753,849 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $3,799,743 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $722,658 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $659,758 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $32,207,228 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $7,583,204 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $20,822 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $10,412 | LegalFeesNetInvstIncmAmt |
| Legal Fees Dsbrs Chrtbl | $10,411 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $8,203 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $4,101 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $4,102 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $918,260 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $520,256 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $398,004 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $210,204 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $32,268 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $471,067 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $427,170 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $43,675 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $1,628,556 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $994,207 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $456,192 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $6,204,994 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $6,254,994 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $7,833,550 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $994,207 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $6,711,186 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $24,373,678 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $6,588,997 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $1 | CashBOYAmt |
| Sav And Temp Cash Invst BOY | $16,071,859 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $1,592,756 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $1,592,756 | SavAndTempCashInvstEOYFMVAmt |
| Acct Rcvbl | $35,549 | AcctRcvblAmt |
| Acct Rcvbl BOY | $55,270 | AcctRcvblBOYAmt |
| Acct Rcvbl EOY | $35,549 | AcctRcvblEOYAmt |
| Acct Rcvbl EOYFMV | $35,549 | AcctRcvblEOYFMVAmt |
| Other Investments BOY | $144,191,625 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $200,941,365 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $200,941,365 | OtherInvestmentsEOYFMVAmt |
| Other Assets BOY | $493,683 | OtherAssetsBOYAmt |
| Other Assets EOY | $329,755 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $329,755 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $160,812,438 | TotalAssetsBOYAmt |
| Total Assets EOY | $202,899,425 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $202,899,425 | TotalAssetsEOYFMVAmt |
| Accounts Payable EOY | $28,570 | AccountsPayableEOYAmt |
| Grants Payable EOY | $560,000 | GrantsPayableEOYAmt |
| Other Liabilities BOY | $0 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $355,000 | OtherLiabilitiesEOYAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $943,570 | TotalLiabilitiesEOYAmt |
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
| Unrestricted BOY | $160,812,438 | UnrestrictedBOYAmt |
| Unrestricted EOY | $201,955,855 | UnrestrictedEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $160,812,438 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $201,955,855 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $160,812,438 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $202,899,425 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $160,812,438 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $24,373,678 | ExcessRevenueOverExpensesAmt |
| Other Increases | $16,769,739 | OtherIncreasesAmt |
| Subtotal | $201,955,855 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $201,955,855 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (3 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | Gross Sales PriceGrossSalesPriceAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | Cost Or Other BasisCostOrOtherBasisAmt |
|---|---|---|---|---|---|
| CAPITAL GAIN DISTRIBUTIONS | P | $635,451 | $635,451 | $635,451 | |
| PORTFOLIO GAIN(LOSS) | P | $22,906,033 | $951,927 | $951,927 | $21,954,106 |
| PARTNERSHIP GAIN(LOSS) | P | $2,212,365 | $2,212,365 | $2,212,365 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $3,799,743 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $3,479,604 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $152,574,424 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.022806 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $4,995,509 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $82,966,230 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.060211 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $2,876,270 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $68,325,508 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.042097 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $2,881,451 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $61,579,554 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.046792 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $2,634,786 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $53,256,541 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.049473 | DistributionYr5Rt |
| Total Distribution | 0.221379 | TotalDistributionRt |
| Average Distribution | 0.044276 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $197,816,902 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $8,758,541 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $65,890 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $8,824,431 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $6,711,186 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $131,780 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $131,780 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $131,780 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $94,836 | EstimatedPlusOvpmtIncmTxAmt |
| Applied To Es Tax | $160,000 | AppliedToEsTaxAmt |
| Total Payments And Credits | $254,836 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $489 | EsPenaltyAmt |
| Overpayment | $122,567 | OverpaymentAmt |
| Applied To ES Tax | $122,567 | 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 | IL | OrgReportOrRegisterStateCd |
| 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.THELIBRAFOUNDATION.ORG | WebsiteAddressTxt |
| Individual With Books | TAO CAPITAL PARTNERS LLC | IndividualWithBooksNm |
| Phone | 4155494970 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1 LETTERMAN DRIVE SUITE C-420 | AddressLine1Txt |
| City | SAN FRANCISCO | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 94129 | 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 | Yes (1) | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | Yes (1) | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | 0 | 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 |
| 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 (7 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 |
|---|---|---|---|---|---|---|---|---|
| NICHOLAS JPRITZKER | ||||||||
| 1 LETTERMAN DR BLDG C SUITE 420 | SAN FRANCISCO | CA | 94129 | CEO/CHAIR | 0.10 | $0 | $0 | $0 |
| SUSAN S PRITZKER | ||||||||
| 1 LETTERMAN DR BLDG C SUITE 420 | SAN FRANCISCO | CA | 94129 | PRESIDENT | 1.00 | $0 | $0 | $0 |
| REGAN PRITZKER | ||||||||
| 1 LETTERMAN DR BLDG C SUITE 420 | SAN FRANCISCO | CA | 94129 | VICE PRESIDENT | 1.00 | $0 | $0 | $0 |
| JOSEPH PRITZKER | ||||||||
| 1 LETTERMAN DR BLDG C SUITE 420 | SAN FRANCISCO | CA | 94129 | DIRECTOR | 0.10 | $0 | $0 | $0 |
| JACOB PRITZKER | ||||||||
| 1 LETTERMAN DR BLDG C SUITE 420 | SAN FRANCISCO | CA | 94129 | DIRECTOR | 0.10 | $0 | $0 | $0 |
| ISAAC PRITZKER | ||||||||
| 1 LETTERMAN DR BLDG C SUITE 420 | SAN FRANCISCO | CA | 94129 | DIRECTOR | 0.10 | $0 | $0 | $0 |
| JOSEPH PERKOVICH | ||||||||
| 1 LETTERMAN DR BLDG C SUITE 420 | SAN FRANCISCO | CA | 94129 | SECRETARY/TREASURER | 1.00 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp (3 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Service TypeServiceTypeTxt | CompensationCompensationAmt |
|---|---|---|---|---|---|
| STRATEGIC PHILANTHROPY INC | |||||
| 1700 W IRVING PARK ROAD | CHICAGO | IL | 60613 | PHILANTHROPIC ADVISORY | $435,541 |
| AMPLIFIER STRATEGIES | |||||
| 836 MONTGOMERY STREET | SAN FRANCISCO | CA | 94133 | INVESTMENT ADVISORY | $103,000 |
| ASSET CONSULTING GROUP LLC | |||||
| 231 SOUTH BEMISTON AVENUE | ST LOUIS | MO | 63105 | INVESTMENT ADVISORY | $101,553 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $198,487,747 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $1,976,291 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $365,304 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $200,829,342 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $200,829,342 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $3,012,440 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $197,816,902 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $9,890,845 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $9,890,845 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $131,780 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $131,780 | TotalTaxAmt |
| Distributable Before Adj | $9,759,065 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $9,759,065 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $9,759,065 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $6,711,186 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $6,711,186 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $6,711,186 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $9,759,065 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $2,809,821 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $6,711,186 | QualifyingDistributionsAmt |
| Applied To Year1 | $2,809,821 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $3,901,365 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $0 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $5,857,700 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $0 | ExcessDistriCyovToNextYrAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | NICHOLAS JPRITZKER | ContributingManagerNm |
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | THE LIBRA FOUNDATION | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1700 W IRVING PARK ROAD STE 203 | AddressLine1Txt |
| City | CHICAGO | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 60613 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 7733251235 | RecipientPhoneNum |
| Form And Info And Materials | THE APPLICANT MAY USE THE CHICAGO AREA GRANT APPLICATION FORM OF THE DONORS FORUM OF CHICAGO OR THE COMMON GRANT APPLICATION OF THE NATIONAL NETWORK OF GRANTMAKERS. ADDITIONAL INFORMATION MUST ALSO BE PROVIDED. | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | PROPOSALS DUE BY MARCH 15. | SubmissionDeadlinesTxt |
| Restrictions On Awards | THE FOUNDATION SEEKS TO SUPPORT PROGRAMS THAT CONTRIBUTE TO IMPROVING THE QUALITY OF LIFE AND PROMOTING HUMAN RIGHTS AND SOCIAL JUSTICE FOR DISENFRANCHISED OR MARGINALIZED POPULATIONS AS WELL AS THOSE INITIATIVES THAT PROTECT AND SUSTAIN THE ECOSYSTEMS THAT SURROUND US. EMPHASIS IS ON ORGANIZATIONS IN THE CHICAGO AND SAN FRANCISCO AREAS, OR U.S BASED BUT WHOSE WORK IS INTERNATIONAL. | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (93 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|
| 350ORG | |||||||
| 20 JAY ST STE 1010 | BROOKLYN | NY | 11201 | PC | GENERAL PURPOSE | $30,000 | |
| 360 POSITIVE CARE CENTER AT UCSF | |||||||
| 402 PARNASSUS AVENUE ROOM A437 BOX | SAN FRANCISCO | CA | 941430378 | PC | GENERAL PURPOSE | $5,000 | 0378 |
| ALLIANCE FOR THE GREAT LAKES | |||||||
| 17 N STATE ST STE 1390 | CHICAGO | IL | 60602 | PC | GENERAL PURPOSE | $2,500 | |
| AMERICAN CIVIL LIBERTIES UNION FOUNDATION | |||||||
| 125 BROAD ST 18TH FLOOR | NEW YORK | NY | 10004 | PC | GENERAL PURPOSE | $150,000 | |
| AMERICAN MUSICAL HERITAGE FOUN | |||||||
| PO BOX 66493 | SANTA CRUZ COUNTY | CA | 95067 | PC | GENERAL PURPOSE | $2,000 | |
| AS YOU SOW | |||||||
| 1611 TELEGRAPH AVE STE 1450 | SAN FRANCISCO | CA | 94612 | PC | GENERAL PURPOSE | $80,000 | |
| ASIAN AMERICANS ADVANCING JUSTICE - ASIAN LAW CAUCUS | |||||||
| 55 COLUMBUS AVE | SAN FRANCISCO | CA | 94111 | PC | GENERAL PURPOSE | $40,000 | |
| ASTRAEA LESBIAN FOUNDATION FOR JUSTICE | |||||||
| 116 E 16TH ST 7TH FL | NEW YORK NY | NY | 10003 | PC | GENERAL PURPOSE | $15,000 | |
| BLUE BEAR SCHOOL OF MUSIC | |||||||
| FORT MASON CENTER 2 MARINA BLVD | SAN FRANCISCO | CA | 94123 | PC | GENERAL PURPOSE | $10,000 | BLDG D |
| BORDER NETWORK FOR HUMAN RIGHTS | |||||||
| 2115 N PIEDRAS | EL PASO | TX | 79930 | PC | GENERAL PURPOSE | $30,000 | |
| BULLETIN OF THE ATOMIC SCIENTISTS | |||||||
| PO BOX 422 | HOPEDALE | IL | 61747 | PC | GENERAL PURPOSE | $50,000 | |
| BURNING MAN PROJECT | |||||||
| 660 ALABAMA ST | SAN FRANCISCO | CA | 94110 | PC | GENERAL PURPOSE | $25,000 | |
| CAMPAIGN FOR THE FAIR SENTENCING OF YOUTH | |||||||
| 1319 F ST NW STE 303 | WASHINGTON | DC | 20004 | PC | GENERAL PURPOSE | $50,000 | |
| CASA SAN MIGUEL | |||||||
| 2418 HARRIS BLVD | AUSTIN | TX | 78703 | PC | GENERAL PURPOSE | $50,000 | |
| CENTER FOR BIOLOGICAL DIVERSITY | |||||||
| PO BOX 710 | TUCSON | AZ | 85702 | PC | GENERAL PURPOSE | $90,000 | |
| CENTER FOR CONSTITUTIONAL RIGHTS | |||||||
| 666 BROADWAY 7TH FL | NEW YORK | NY | 10012 | PC | GENERAL PURPOSE | $65,000 | |
| CENTER FOR NEIGHBORHOOD TECHNOLOGY | |||||||
| 2125 W NORTH AVE | CHICAGO | IL | 60647 | PC | GENERAL PURPOSE | $75,000 | |
| CENTER FOR REPRODUCTIVE RIGHTS | |||||||
| 120 WALL ST 14TH FL | NEW YORK | NY | 10005 | PC | GENERAL PURPOSE | $100,000 | |
| CERES INC | |||||||
| 99 CHAUNCY ST | BOSTON | MA | 02111 | PC | GENERAL PURPOSE | $70,000 | |
| CHICAGO FOUNDATION FOR WOMEN | |||||||
| 1 EAST WACKER DR STE 1620 | CHICAGO | IL | 60601 | PC | GENERAL PURPOSE | $65,000 | |
| CHILDREN & FAMILY JUSTICE CENTER BLUHM CLINIC OF NORTHWESTERN SCHOOL OF LA | |||||||
| 375 E CHICAGO AVE | CHICAGO | IL | 60611 | PC | GENERAL PURPOSE | $102,000 | |
| CITIZEN ENGAGEMENT LAB CEL EDUCATION FUND | |||||||
| 2150 ALLSTON WAY STE 340 | BERKELEY | CA | 94704 | PC | GENERAL PURPOSE | $50,000 | |
| CLIMATE JUSTICE ALLIANCE | |||||||
| 436 14TH ST 5TH FL | OAKLAND | CA | 94612 | PC | GENERAL PURPOSE | $40,000 | |
| COLUMBIA LAW SCHOOL HUMAN RIGHTS INSTITUTE | |||||||
| 435 W 116TH ST | NEW YORK | NY | 10027 | PC | GENERAL PURPOSE | $40,000 | |
| CURRY WITHOUT WORRY | |||||||
| 203 STATES ST | SAN FRANCISCO | CA | 94114 | PC | GENERAL PURPOSE | $15,000 | |
| DONORS FORUM OF CHICAGO | |||||||
| 208 S LASALLE ST STE 1540 | CHICAGO | IL | 60604 | PC | GENERAL PURPOSE | $8,494 | |
| DRUG POLICY ALLIANCE | |||||||
| 131 W 33RD ST 15TH FL | NEW YORK | NY | 10001 | PC | GENERAL PURPOSE | $150,000 | |
| EARTHRIGHTS INTERNATIONAL | |||||||
| 1612 K ST NW STE 401 | WASHINGTON | DC | 20006 | PC | GENERAL PURPOSE | $200,000 | |
| ELLA BAKER CENTER FOR HUMAN RIGHTS | |||||||
| 1970 BROADWAY STE 450 | OAKLAND | CA | 94612 | PC | GENERAL PURPOSE | $30,000 | |
| ENVIRONMENTAL HEALTH COALITION | |||||||
| 2727 HOOVER AVE STE 202 | NATIONAL CITY | CA | 91950 | PC | GENERAL PURPOSE | $40,000 | |
| ENVIRONMENTAL LAW AND POLICY CENTER | |||||||
| 35 EAST WACKER DR STE 1600 | CHICAGO | IL | 60601 | PC | GENERAL PURPOSE | $75,000 | |
| FACING HISTORY AND OURSELVES | |||||||
| 16 HURD RD | BROOKLINE | MA | 02445 | PC | GENERAL PURPOSE | $60,000 | |
| FRACTURED ATLAS | |||||||
| 248 W 35TH ST 10TH FL | NEW YORK | NY | 10001 | PC | GENERAL PURPOSE | $10,000 | |
| FUND FOR GLOBAL HUMAN RIGHTS | |||||||
| 1666 CONNECTICUT AVE NW STE 410 | WASHINGTON | DC | 20009 | PC | GENERAL PURPOSE | $60,000 | |
| GLOBAL ALLIANCE FOR INCINERATOR ALTERNATIVES | |||||||
| 1958 UNIVERSITY AVE | BERKELEY | CA | 94704 | PC | GENERAL PURPOSE | $50,000 | |
| GLOBAL FUND FOR CHILDREN | |||||||
| 1101 14TH ST NW STE 420 | WASHINGTON | DC | 20005 | PC | GENERAL PURPOSE | $50,000 | |
| GLOBAL FUND FOR WOMEN | |||||||
| 222 SUTTER ST STE 500 | SAN FRANCISCO | CA | 94108 | PC | GENERAL PURPOSE | $100,000 | |
| GLOBAL GREENGRANTS FUND | |||||||
| 2840 WILDERNESS PL STE A | BOULDER | CO | 80301 | PC | GENERAL PURPOSE | $100,000 | |
| GRASSROOTS INTERNATIONAL | |||||||
| 179 BOYLSTON ST 4TH FL | BOSTON | MA | 02130 | PC | GENERAL PURPOSE | $60,000 | |
| HEARTLAND ALLIANCE FOR HUMAN NEEDS & HUMAN RIGHTS | |||||||
| 33 W GRAND AVE 500 | CHICAGO | IL | 60654 | PC | GENERAL PURPOSE | $60,000 | |
| HOMEBASE | |||||||
| 870 MARKET ST STE 1228 | SAN FRANCISCO | CA | 94102 | PC | GENERAL PURPOSE | $7,000 | |
| HOMELESS YOUTH ALLIANCE TIDES CENTER | |||||||
| PO BOX 170427 | SAN FRANCISCO | CA | 94117 | PC | GENERAL PURPOSE | $5,000 | |
| HUMAN RIGHTS FIRST | |||||||
| 333 SEVENTH AVE 13TH FLOOR | NEW YORK | NY | 10001 | PC | GENERAL PURPOSE | $60,000 | |
| INDIAN LAW RESOURCE CENTER | |||||||
| 602 N EWING ST | HELENA | MT | 59601 | PC | GENERAL PURPOSE | $75,000 | |
| INTERNATIONAL CORPORATE ACCOUNTABILITY ROUNDTABLE TIDES CENTER | |||||||
| 1612 K ST NW STE 515 | WASHINGTON | DC | 20006 | PC | GENERAL PURPOSE | $40,000 | |
| INTERNATIONAL DEVELOPMENT EXCHANGE | |||||||
| 333 VALENCIA ST STE 250 | SAN FRANCISCO | CA | 94103 | PC | GENERAL PURPOSE | $100,000 | |
| INTERNATIONAL INDIAN TREATY COUNCIL | |||||||
| 2940 16TH ST STE 305 | SAN FRANCISCO | CA | 94103 | PC | GENERAL PURPOSE | $50,000 | |
| INTERNATIONAL PLANNED PARENTHOOD FEDERATIONWESTERN HEMISPHERE REGION | |||||||
| 125 MAIDEN LN 9TH FLOOR | NEW YORK | NY | 10038 | PC | GENERAL PURPOSE | $50,000 | |
| IPAS | |||||||
| 300 MARKET ST STE 200 | CHAPEL HILL | NC | 27516 | PC | GENERAL PURPOSE | $42,000 | |
| LAW ENFORCEMENT AGAINST PROHIBITION | |||||||
| 121 MYSTIC AVE STE 7 - 9 | MEDFORD | MA | 02155 | PC | GENERAL PURPOSE | $60,000 | |
| LET'S BREAKTHROUGH | |||||||
| 4 W 37TH ST 4TH FL | NEW YORK | NY | 10018 | PC | GENERAL PURPOSE | $80,000 | |
| MEDICAL STUDENTS FOR CHOICE | |||||||
| PO BOX 40188 | PHILADELPHIA | PA | 19106 | PC | GENERAL PURPOSE | $5,000 | |
| MIDWEST ACCESS PROJECT | |||||||
| PO BOX 13173 | CHICAGO | IL | 60613 | PC | GENERAL PURPOSE | $10,000 | |
| MULTIDISCIPLINARY ASSOCIATION FOR PSYCHEDELIC STUDIES | |||||||
| 1215 MISSION ST | SANTA CRUZ | CA | 95060 | PC | GENERAL PURPOSE | $200,000 | |
| NATIONAL ADVOCATES FOR PREGNANT WOMEN | |||||||
| 15 W 36TH ST STE 901 | NEW YORK | NY | 10024 | PC | GENERAL PURPOSE | $60,000 | |
| NATIONAL ECONOMIC AND SOCIAL RIGHTS INITIATIVE | |||||||
| 90 JOHN ST STE 308 | NEW YORK | NY | 10038 | PC | GENERAL PURPOSE | $200,000 | |
| NATIONAL IMMIGRANT JUSTICE CENTER OF HEARTLAND ALLIANCE FOR HUMAN NEEDS & | |||||||
| 208 S LASALLE ST STE 1818 | CHICAGO | IL | 60604 | PC | GENERAL PURPOSE | $100,000 | |
| OUR CHILDREN'S TRUST | |||||||
| PO BOX 5181 | EUGENE | OR | 97405 | PC | GENERAL PURPOSE | $15,000 | |
| OURTIMEORG | |||||||
| 1720 I ST NW 7TH FL | WASHINGTON | DC | 20006 | PC | GENERAL PURPOSE | $20,000 | |
| PACIFIC FOREST TRUST | |||||||
| 1001-A OREILLY AVE | SAN FRANCISCO | CA | 94129 | PC | GENERAL PURPOSE | $50,000 | |
| PESTICIDE ACTION NETWORK NORTH AMERICA | |||||||
| 1611 TELEGRAPH AVE STE 1200 | OAKLAND | CA | 94612 | PC | GENERAL PURPOSE | $50,000 | |
| PHYSICIANS FOR HUMAN RIGHTS | |||||||
| 256 W 38TH ST 9TH FL | NEW YORK | NY | 10018 | PC | GENERAL PURPOSE | $45,000 | |
| PITZER COLLEGE | |||||||
| BROAD CENTER 1ST FL 1050 N MILLS | CLAREMENT | CA | 91711 | PC | GENERAL PURPOSE | $100,000 | AVE |
| PLANNED PARENTHOOD OF ILLINOIS | |||||||
| 18 S MICHIGAN AVE 6TH FL | CHICAGO | IL | 60603 | PC | GENERAL PURPOSE | $125,000 | |
| POINT BLUE CONSERVATION SCIENCE | |||||||
| 3820 CYPRESS DR 11 | PETALUMA | CA | 94954 | PC | GENERAL PURPOSE | $2,500 | |
| PROTEUS FUND INTERNATIONAL HUMAN RIGHTS FUNDERS GROUP | |||||||
| 15 RESEARCH DR STE B | AMHERST | MA | 01002 | PC | GENERAL PURPOSE | $500 | |
| PUBLIC INTEREST PROJECTS | |||||||
| 45 W 36TH ST 6TH FL | NEW YORK | NY | 10018 | PC | GENERAL PURPOSE | $100,000 | |
| RESTORATIVE JUSTICE FOR OAKLAND YOUTH COMMUNITY INITIATIVES | |||||||
| 354 PINE ST 7TH FL | SAN FRANCISCO | CA | 94104 | PC | GENERAL PURPOSE | $20,000 | |
| ROGER BALDWIN FOUNDATION OF ACLU | |||||||
| 180 N MICHIGAN AVE STE 2300 | CHICAGO | IL | 60601 | PC | GENERAL PURPOSE | $200,000 | |
| SAN FRANCISCO SUICIDE PREVENTION | |||||||
| PO BOX 191350 | SAN FRANCISCO | CA | 94119 | PC | GENERAL PURPOSE | $1,000 | |
| SARGENT SHRIVER NATIONAL CENTER ON POVERTY LAW | |||||||
| 50 E WASHINGTON ST STE 500 | CHICAGO | IL | 60602 | PC | GENERAL PURPOSE | $60,000 | |
| SAVINGSPECIES | |||||||
| 1408 PLEASANT QUAIL CT | RALEIGH | NC | 27603 | PC | GENERAL PURPOSE | $25,000 | |
| SHARED INTEREST | |||||||
| 121 W 27TH ST STE 905 | NEW YORK | NY | 10001 | PC | GENERAL PURPOSE | $130,000 | |
| SLIDE RANCH | |||||||
| 2025 SHORELINE HWY | MUIR BEACH | CA | 94965 | PC | GENERAL PURPOSE | $2,500 | |
| SOS CHILDREN'S VILLAGE USA INC | |||||||
| 1620 I ST NW STE 900 | WASHINGTON | DC | 20006 | PC | GENERAL PURPOSE | $5,000 | |
| STUDENTS FOR SENSIBLE DRUG POLICY | |||||||
| 1317 F ST NW STE 501 | WASHINGTON | DC | 20004 | PC | GENERAL PURPOSE | $40,000 | |
| TAVERN BOOKS | |||||||
| 20 NE 30TH AVE | PORTLAND | OR | 97232 | PC | GENERAL PURPOSE | $2,500 | |
| TEN STRANDS | |||||||
| 330 IGNACIO BLVD STE 201 | NOVATO | CA | 94949 | PC | GENERAL PURPOSE | $10,000 | |
| THE OPPORTUNITY AGENDA (PROJECT OF THE TIDES CENTER) | |||||||
| 568 BROADWAY STE 701 | NEW YORK | NY | 10012 | PC | GENERAL PURPOSE | $200,000 | |
| THE WORLD AS IT COULD BE ALAMEDA COUNTY DEPUTY SHERIFFS' ACTIVITIES LEAGUE | |||||||
| 16335 E 14TH ST | SAN LEANDRO | CA | 94578 | PC | GENERAL PURPOSE | $25,000 | |
| US HUMAN RIGHTS NETWORK | |||||||
| 250 GEORGIA AVE STE 330 | ATLANTA | GA | 30312 | PC | GENERAL PURPOSE | $60,000 | |
| UNITED CONGRESS OF COMMUNITY AND RELIGIOUS ORGANIZATIONS INNER-CITY MUSLIM | |||||||
| 2744 W 63RD ST | CHICAGO | IL | 60629 | PC | GENERAL PURPOSE | $42,000 | |
| UNIVERSITY OF CHICAGO ENRICO FERMI INSTITUTE | |||||||
| 5640 S ELLIS AVE | CHICAGO | IL | 60637 | PC | GENERAL PURPOSE | $130,000 | |
| URBAN GATEWAYS | |||||||
| 205 W RANDOLPH ST STE 1700 | CHICAGO | IL | 60606 | PC | GENERAL PURPOSE | $50,000 | |
| URBAN SCHOOL SAN FRANCISCO | |||||||
| 1563 PAGE ST | SAN FRANCISCO | CA | 94117 | PC | GENERAL PURPOSE | $1,000,000 | |
| US INTERNATIONAL COUNCIL ON DISABILITIES | |||||||
| 1012 14TH ST NW STE 105 | WASHINGTON | DC | 20005 | PC | GENERAL PURPOSE | $40,000 | |
| WASHINGTON OFFICE ON LATIN AMERICA | |||||||
| 1666 CONNECTICUT AVE NW STE 400 | WASHINGTON | DC | 20009 | PC | GENERAL PURPOSE | $40,000 | |
| WITNESS | |||||||
| 80 HANSON PL 5TH FL | BROOKLYN | NY | 11217 | PC | GENERAL PURPOSE | $50,000 | |
| WOMEN'S FOUNDATION OF CALIFORNIA | |||||||
| 340 PINE ST STE 302 | SAN FRANCISCO | CA | 94104 | PC | GENERAL PURPOSE | $25,000 | |
| WOMEN'S FUNDING NETWORK | |||||||
| 505 SANSOME ST 2ND FL | SAN FRANCISCO | CA | 94111 | PC | GENERAL PURPOSE | $5,000 | |
| WOMEN'S LEARNING PARTNERSHIP FOR RIGHTS DEVELOPMENT AND PEACE LTD | |||||||
| 4343 MONTGOMERY AVE STE 201 | BETHESDA | MD | 20814 | PC | GENERAL PURPOSE | $25,000 | |
| WOMEN'S LINK WORLDWIDE | |||||||
| PO BOX 415 | NORTHFIELD | VT | 05663 | PC | GENERAL PURPOSE | $50,000 | |
| WOMEN'S MEDIA CENTER | |||||||
| 1825 K ST NW STE 400 | WASHINGTON | DC | 20006 | PC | GENERAL PURPOSE | $60,000 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $6,254,994 | TotalGrantOrContriPdDurYrAmt |
Grant Or Contri Apprv For Fut GrantOrContriApprvForFutGrp (6 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|
| CHILDREN & FAMILY JUSTICE CENTER BLUHM CLINIC OF NORTHWESTERN SCHOOL OF LA | ||||||
| 375 E CHICAGO AVE | CHICAGO | IL | 60611 | PC | GENERAL PURPOSE | $100,000 |
| GLOBAL FUND FOR WOMEN | ||||||
| 222 SUTTER ST STE 500 | SAN FRANCISCO | CA | 94108 | PC | GENERAL PURPOSE | $100,000 |
| GLOBAL GREENGRANTS FUND | ||||||
| 2840 WILDERNESS PL STE A | BOULDER | CO | 80301 | PC | GENERAL PURPOSE | $100,000 |
| HEARTLAND ALLIANCE FOR HUMAN NEEDS & HUMAN RIGHTS | ||||||
| 33 W GRAND AVE 500 | CHICAGO | IL | 60654 | PC | GENERAL PURPOSE | $60,000 |
| INTERNATIONAL DEVELOPMENT EXCHANGE | ||||||
| 333 VALENCIA ST STE 250 | SAN FRANCISCO | CA | 94103 | PC | GENERAL PURPOSE | $100,000 |
| SHARED INTEREST | ||||||
| 121 W 27TH ST STE 905 | NEW YORK | NY | 10001 | PC | GENERAL PURPOSE | $100,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Apprv Fut | $560,000 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $3,148,529 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $3,771,445 | ExclusionAmt |
Other Revenue Described OtherRevenueDescribedGrp (2 entries)
| DescDesc | BusinessBusinessCd | Unrelated Business Taxbl IncmUnrelatedBusinessTaxblIncmAmt | ExclusionExclusionAmt |
|---|---|---|---|
| PARTNERSHIP INCOME | 525990 | -$5,368 | $659,758 |
| PARTNERSHIP INCOME | $68,268 |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | -$5,368 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $7,648,000 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $7,642,632 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | 0 | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | 0 | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | 0 | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | 0 | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | 0 | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | 0 | RelationshipsNonchrtblEOInd |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
| Contributor Person | CIBC TRUST COMPANY BAHAMAS LTD TRUS | ContributorPersonNm |
Contributor Foreign Address ContributorForeignAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | WEST BAY STREET PO BOX N-3933 | AddressLine1Txt |
| City | NASSAU | CityNm |
| Country | BF | CountryCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $24,564,596 | TotalContributionsAmt |
| Person Contribution | Yes (X) | PersonContributionInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $8,203 | Amt |
| Net Investment Income | $4,101 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $4,102 | DisbursementsCharitablePrpsAmt |
General Explanation Attachment GeneralExplanationAttachment
General Explanation GeneralExplanationGrp (3 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | Medium ExplanationMediumExplanationTxt |
|---|---|
| TANGIBLE PROPERTY REGULATIONS ELECTION STATEMENTS | SECTION 1.263(A)-1(F) DE MINIMIS SAFE HARBOR ELECTIONTAXPAYER IS MAKING THE DE MINIMIS SAFE HARBOR ELECTION UNDER TREAS. REG. 1.263(A)-1(F) FOR ALL ELIGIBLE AMOUNTS PAID OR INCURRED DURING THE TAXABLE YEAR.SECTION 1.263(A)-3(N) CAPITALIZATION ELECTIONTAXPAYER HEREBY ELECTS TO CAPITALIZE REPAIR AND MAINTENANCE COSTS UNDER TREAS. REG. 1.263(A)-3(N). THE COSTS WERE INCURRED DURING THE TAXABLE YEAR IN THE ELECTING TAXPAYER'S TRADE OR BUSINESS AND THE ELECTING TAXPAYER TREATS SUCH COSTS AS CAPITAL EXPENDITURES ON ITS BOOKS AND RECORDS. |
| FORM 990-PF, PART VII-B LINE 1(A) (2) | LINE 1A (2) OF PART VII-B IS ANSWERED YES. AN INTEREST FREE LOAN FOR EXPENSES OF LESS THAN $1,000 WAS MADE BY TAO CAPITAL PARTNERS LLC, AN ENTITY WHOLLY OWNED BY NICHOLAS J. PRITZKER AND HIS FAMILY, TO THE LIBRA FOUNDATION. |
| FORM 990-PF, PART VII-B LINE 1(A) (3) | LINE 1A (3) OF PART VII-B IS ANSWERED YES. TAO CAPITAL PARTNERS LLC, AN ENTITY OWNED BY NICHOLAS J. PRITZKER AND HIS FAMILY, PROVIDED ACCOUNTING AND TAX SERVICES TO THE LIBRA FOUNDATION WITHOUT CHARGE. |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (30 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| ABS OFFSHORE SPC | FMV | $20,971,940 | $20,971,940 |
| AEW CORE PROPERTY TRUST | FMV | $7,427,115 | $7,427,115 |
| ARTWORK | FMV | $19,000 | $19,000 |
| BLACKSTONE RESOURCES OFFSHORE | FMV | $2,507,857 | $2,507,857 |
| CALVERT SOCIAL INVESTMENT BOND I | FMV | $6,831,812 | $6,831,812 |
| CORTINA MANAGED ACCOUNT | FMV | $8,343,654 | $8,343,654 |
| FLAG PRIVATE EQUITY III, LP | FMV | $2,108,936 | $2,108,936 |
| FLAG PRIVATE EQUITY IV, LP | FMV | $1,546,036 | $1,546,036 |
| FLAG PRIVATE EQUITY V, LP | FMV | $1,314,507 | $1,314,507 |
| FLAG VENTURE PARTNERS VI, LP | FMV | $1,247,688 | $1,247,688 |
| FLAG VENTURE PARTNERS VII, LP | FMV | $1,238,945 | $1,238,945 |
| FLAG VENTURE PARTNERS VIII, LP | FMV | $860,603 | $860,603 |
| LEGG MASON BRANDYWINE | FMV | $6,499,834 | $6,499,834 |
| MAKENA CAP SPLITTER X/BLOCKER Y | FMV | $27,231,015 | $27,231,015 |
| MANNING & NAPIER FUND | FMV | $7,141,426 | $7,141,426 |
| METROPOLITAN REAL ESTATE PARTNERS GLOBAL II, LP | FMV | $573,097 | $573,097 |
| METROPOLITAN REAL ESTATE PARTNERS INTL II, LP | FMV | $149,670 | $149,670 |
| METROPOLITAN REAL ESTATE PARTNERS IV-A, LP | FMV | $529,166 | $529,166 |
| METROPOLITAN REAL ESTATE PARTNERS V, LP | FMV | $459,558 | $459,558 |
| PIONEER STRATEGIC INCOME FUND | FMV | $6,596,409 | $6,596,409 |
| STRATEGIC COMMODITIES FUND LTD | FMV | $2,265,338 | $2,265,338 |
| VANGUARD 500 INDEX | FMV | $14,824,323 | $14,824,323 |
| WALDEN LARGE CAP EQUITY | FMV | $13,201,535 | $13,201,535 |
| WALDEN SMALL/MID CAP EQUITY | FMV | $7,755,584 | $7,755,584 |
| BERENS GLOBAL VALUE FUND LTD. | FMV | $7,969,305 | $7,969,305 |
| CRA QUALIFIED INVESTMENT FUND | FMV | $4,165,320 | $4,165,320 |
| STATE STREET BANK AND TRUST COMPANY SSGA HIGH QUALITY GREEN BOND NL QIB CTF | FMV | $2,093,617 | $2,093,617 |
| PAX WORLD GLOBAL ENVIRONMENT | FMV | $4,576,092 | $4,576,092 |
| WELLS FARGO EMERGING MARKETS | FMV | $2,882,738 | $2,882,738 |
| TNTC SHORTBOND | FMV | $37,609,245 | $37,609,245 |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL FEES | CategoryTxt |
| Legal Fees | $20,822 | LegalFeesAmt |
| Net Investment Income | $10,412 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $10,411 | DisbursementsCharitablePrpsAmt |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp (2 entries)
| DescDesc | BOY Book ValueBOYBookValueAmt | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| PREPAID EXPENSES | $3,188 | $1,063 | $1,063 |
| OTHER RECEIVABLE | $490,495 | $328,692 | $328,692 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (3 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| PARTNERSHIP EXPENSES | $426,662 | $426,440 | $0 |
| PORTFOLIO EXPENSES | $730 | $730 | $0 |
| OTHER EXPENSES | $43,675 | $0 | $43,675 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt |
|---|---|---|---|
| PARTNERSHIP INCOME | $654,390 | $659,758 | $654,390 |
| PARTNERSHIP INCOME | $68,268 | $68,268 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail (2 entries)
| DescDesc | AmtAmt |
|---|---|
| UNREALIZED GAIN | $2,174,689 |
| CASH TO ACCRUAL UNREALIZED GAINS | $14,595,050 |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | DEFERRED TAXES | Desc |
| BOY Book Value | $0 | BOYBookValueAmt |
| EOY Book Value | $355,000 | EOYBookValueAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| CONSULTING FEES | $398,004 | $0 | $398,004 |
| INVESTMENT MANAGEMENT FEES | $520,256 | $520,256 | $0 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| EXCISE TAX | $177,406 | $0 | $0 |
| FOREIGN TAXES | $32,798 | $32,268 | $0 |
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