2013-04-09T13:23:43-05:00 2012-06-30 941254756 HOOD & STRONG LLP 100 FIRST STREET 14TH FLOOR SAN FRANCISCO CA 94105 990 2011-07-01 943362724 KIPP FOUNDATION KIPP 4153991556 135 MAIN STREET NO 1700 SAN FRANCISCO CA 94105 TINA SACHS 4158747387 2013-04-09 1 ROBERT A DOCILI P00303463 4157810793 2011 2016-03-07 17:11:31Z TINA SACHS 135 MAIN STREET NO 1700 SAN FRANCISCO CA 94105 56595896 0 X HTTP://WWW.KIPP.ORG/ X 2000 CA TO CREATE PUBLIC SCHOOLS THAT EQUIP UNDERSERVED STUDENTS WITH SKILLS TO SUCCEED IN COLLEGE & LIFE. 14 11 170 13 0 0 45419200 52851211 2787375 3668911 59166 39536 41301 8125 48307042 56567783 8071307 16524766 0 0 13018987 15490309 0 0 1413096 14424658 17604043 35514952 49619118 12792090 6948665 46500456 53596877 15040448 14853476 31460008 38743401 X THE MISSION OF THE KIPP FOUNDATION IS TO CREATE A RESPECTED, INFLUENTIAL AND NATIONAL NETWORK OF PUBLIC SCHOOLS THAT ARE SUCCESSFUL IN HELPING STUDENTS FROM EDUCATIONALLY UNDERSERVED COMMUNITIES TO DEVELOP THE KNOWLEDGE, SKILLS, CHARACTER, AND HABITS NEEDED TO SUCCEED IN COLLEGE AND THE COMPETITIVE WORLD BEYOND. 0 0 10969909 1618655 LEADERSHIP DEVELOPMENT - THE KIPP FOUNDATION TRAINS TEACHERS TO BE LEADERS AND TO ESTABLISH NEW KIPP SCHOOLS THROUGH ITS YEAR-LONG KIPP SCHOOL LEADERSHIP PROGRAM (KSLP). KSLP HAS TWO TRACKS: THE FISHER FELLOWSHIP AND THE LEADERSHIP PATHWAYS PROGRAM. THE FISHER FELLOWSHIP IS A YEAR-LONG TRAINING FOCUSED ON OPENING AND LEADING A NEW KIPP SCHOOL AND INCLUDES:- A SIX-WEEK INTENSIVE PROGRAM OF COURSEWORK AT NEW YORK UNIVERSITY COVERING INSTRUCTIONAL, ORGANIZATIONAL, AND OPERATIONAL LEADERSHIP- RESIDENCIES, TO OBSERVE AND PARTICIPATE IN THE LEADERSHIP AND OPERATION OF HIGH-PERFORMING KIPP SCHOOLS- SEVERAL TRAINING CONFERENCES ARE HELD THROUGHOUT THE YEAR. THESE CONFERENCES ARE LED BY KIPP STAFF AND PROFESSIONALS OUTSIDE OF THE KIPP FOUNDATION.THE LEADERSHIP PATHWAYS PROGRAM IS A YEAR-LONG TRAINING WITH FOUR DIFFERENT COHORTS FOCUSING ON DEVELOPING STAFF TO TAKE OVER LEADERSHIP ROLES WITHIN THEIR CURRENT KIPP SCHOOL, OR AT ANOTHER EXISTING KIPP SCHOOL. 22736059 16353710 2050256 ON-GOING SCHOOL SUPPORT - THE FOUNDATION PROVIDES ON-GOING ASSISTANCE TO EXISTING KIPP SCHOOLS IN THE AREAS OF PROFESSIONAL DEVELOPMENT, CURRICULUM, INSTRUCTIONAL SUPPORT, SCHOOL OPERATIONS, REAL ESTATE, FUNDRAISING, AND MARKETING. 8453088 RESEARCH AND IMPROVEMENT - THE FOUNDATION FOCUSES ON THE INTEGRATION OF DATA-DRIVEN DECISION MAKING AT THE KIPP FOUNDATION AND KIPP SCHOOLS AT EVERY LEVEL. THE FOUNDATION IS COMMITTED TO THE IDEA THAT DATA SHOULD DRIVE DECISIONS ABOUT RESOURCE ALLOCATION, PROGRAMMING, INSTRUCTION, OPERATIONS, EXTERNAL MESSAGING, AND GROWTH. SMART DECISIONS TRANSLATE INTO IMPROVED EDUCATIONAL OUTCOMES AND SCHOOL SUSTAINABILITY. 1392414 KIPP THROUGH COLLEGE - KIPP THROUGH COLLEGE (KTC) IS A PART OF THE BROADER KIPP APPROACH THAT HELPS TO ELIMINATE THE OPPORTUNITY GAP BETWEEN STUDENTS FROM HIGH- AND LOW-INCOME COMMUNITIES. KTC COUNSELORS AND ADVISORS IN KIPP SCHOOLS ACROSS THE COUNTRY DO WHATEVER IT TAKES TO SUPPORT STUDENTS AS THEY NAVIGATE THROUGH HIGH SCHOOL, PREPARE FOR COLLEGE ENTRY, AND WORK HARD ON THEIR JOURNEY THROUGH COLLEGE. LOCAL KTC PROGRAMS ARE AUGMENTED BY NATIONAL INITIATIVES AND SERVICES THAT HELP TO PROVIDE ACCESS TO HIGH SCHOOL, COLLEGE, AND CAREER PREPARATION RESOURCES ACROSS THE KIPP NETWORK. 1392414 43551470 1 1 0 1 0 0 0 0 0 0 1 0 1 0 1 1 0 1 0 0 0 0 0 0 0 0 0 1 1 1 0 0 0 0 0 0 0 1 0 0 0 0 0 1 1 0 0 0 1 172 0 170 1 0 0 0 0 0 0 0 0 0 0 X 14 11 1 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 CA IL NY X TINA SACHS 4158747387 135 MAIN STREET SUITE 1700 SAN FRANCISCO CA 94105 JOHN FISHER 1.00 X X 0 0 0 KATHERINE BRADLEY 1.00 X 0 0 0 PHILIPPE DAUMAN 1.00 X 0 0 0 DORIS FISHER 1.00 X 0 0 0 REED HASTINGS 1.00 X 0 0 0 DAVID W LEEBRON 1.00 X 0 0 0 MICHAEL L LOMAX 1.00 X 0 0 0 MARK NUNNELLY 1.00 X 0 0 0 CARRIE WALTON PENNER 1.00 X 0 0 0 RHONDA KALIFEY-ALUISE 1.00 X 0 0 0 JOSE VILLARREAL 1.00 X 0 0 0 MICHAEL FEINBERG 30.00 X 169860 0 26257 DAVID LEVIN 30.00 X 175000 0 0 RICHARD BARTH 60.00 X X 363794 0 11074 TINA SACHS 60.00 X 173888 0 18209 JONATHAN COWAN 60.00 X 211666 0 27548 DAVID WICK 60.00 X 198770 0 27382 LISA MARGOSIAN 60.00 X 213206 0 8687 KELLY WRIGHT 60.00 X 188838 0 14029 TERENCE JOHNSON 60.00 X 172899 0 25789 JOHN KANBERG 40.00 X 189402 0 0 2057323 0 158975 37 1 1 0 MATHEMATICA POLICY RESEARCH INC PO BOX 2393 PRINCETON NJ 085432393 RESEARCH AND DATA COLLECTION 3210629 OPRYLAND HOTEL NASHVILLE LLC 2800 OPRYLAND DRIVE NASHVILLE TN 37214 HOTEL & HOSPITALITY 1008633 UNIVERSITY OF CHICAGO 5801 S ELLIS AVENUE CHICAGO IL 60637 HOUSING, CATERING, SECURITY & SPACE RENT 640792 RNM 135 MAIN LP 135 MAIN STREET SUITE 1140 SAN FRANCISCO CA 94105 OFFICE RENT 483990 WALT DISNEY WORLD SWAN & DOLPHIN 1500 EPCOT RESORTS BLVD LAKE BUENA VISTA FL 32830 HOTEL & HOSPITALITY 446733 33 18934411 33916800 52851211 LICENSE FEES 900099 2050256 2050256 SERVICE FEES & CONFERE 900099 1618655 1618655 3668911 34839 34839 30243 28113 2130 2130 2130 4697 0 4697 4697 4697 MISCELLANEOUS 900099 3456 3456 LOAN ORIG/PTL GUARANTY 900099 2539 2539 5995 56567783 3668911 0 47661 16353710 16353710 171056 171056 2184235 1019909 680291 484035 10523302 8489244 1679194 354864 641007 403834 185892 51281 1230293 1100581 66581 63131 911472 574227 264327 72918 383270 383270 136900 136900 7048068 6612422 369585 66061 312347 263944 38378 10025 989309 728150 218539 42620 320088 306593 5962 7533 835802 532337 240100 63365 3992284 3539894 323096 129294 108322 93455 12455 2412 156 156 728598 428591 243784 56223 44090 27777 12786 3527 PROFESSIONAL DVLPMNT EV 1883547 1849517 33230 800 SCHOOL LEADER TRAINING 508713 506639 2067 7 EE RECRUITING & DVLPMNT 210404 107753 97651 5000 DATA ACQUISITION 15673 15673 86472 42738 43734 49619118 43551470 4654552 1413096 22125352 30731177 14973409 14012236 5140316 2268512 126680 108680 401777 893216 4150524 2678919 1571148 1471605 2000000 3970000 161774 141451 46500456 53596877 5155241 7495394 2600357 148420 120000 7136430 7238082 15040448 14853476 X 18898585 21364008 12561423 17379393 31460008 38743401 46500456 53596877 X 6948665 334728 X 0 1 1 X 1 1 X 15320750 21635516 21260530 45419200 52851211 156487207 15320750 21635516 21260530 45419200 52851211 156487207 46921208 109565999 729979 345424 225235 89889 65082 1455609 5995 5995 157948811 3668911 0.69370 0.74180 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 1 0 0 0 0 1 73424 1 24474 0 97898 0 EXPLANATION OF LOBBYING ACTIVITIES: PART II-B, LINE 1: KIPP FOUNDATION HAS ONE FULL-TIME EMPLOYEE MONITORING FEDERAL POLICIES TO SUPPORT THE EXPANSION AND REPLICATION OF HIGH-QUALITY CHARTER SCHOOLS. 197251 136663 60588 1236563 795288 441275 2716710 1746968 969742 1471605 INVESTMENT CONTRACT 3970000 F 3970000 GUARANTEES 58154 GOVERNMENT ADVANCE 7076942 E-RATE LIABILITY 102986 7238082 56567783 49619118 6948665 334728 334728 7283393 56930624 334728 334728 56595896 -28113 -28113 56567783 49647231 28113 28113 49619118 0 49619118 DESCRIPTION OF UNCERTAIN TAX POSITIONS UNDER FIN 48: PART X: THE FOUNDATION HAS RECEIVED RULINGS FROM THE INTERNAL REVENUE SERVICE UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE AND FROM THE STATE OF CALIFORNIA FRANCHISE TAX BOARD GRANTING EXEMPTION FROM TAXATION ON RELATED INCOME. THE FOUNDATION MAY BE SUBJECT TO TAX ON UNRELATED BUSINESS INCOME, IF ANY, GENERATED BY ITS INVESTMENTS. MANAGEMENT HAS EVALUATED THE FOUNDATION'S TAX POSITIONS AND CONCLUDED THAT THE FOUNDATION HAD MAINTAINED ITS TAX EXEMPT STATUS AND HAD TAKEN NO UNCERTAIN TAX POSITIONS THAT REQUIRE ADJUSTMENT TO THE FINANCIAL STATEMENTS. THEREFORE, NO PROVISION OR LIABILITY FOR INCOME TAXES HAS BEEN INCLUDED IN THE FINANCIAL STATEMENTS. WITH FEW EXCEPTIONS, THE FOUNDATION IS NO LONGER SUBJECT TO INCOME TAX EXAMINATIONS BY FEDERAL OR STATE AUTHORITIES FOR TAX YEARS BEFORE 2008 AND 2007, RESPECTIVELY. PART XII, LINE 4B - OTHER ADJUSTMENTS: RENTAL EXPENSES -28,113. PART XIII, LINE 2D - OTHER ADJUSTMENTS: RENTAL EXPENSES 28,113. 1 CRIMESTOPPERS PO BOX 55249 METAIRIE LA 70055 720941292 501(C)(3) 20000 NEW ORLEANS TRAGEDY FUNDS KIPP ADELANTE COLLEGE PREP 1475 SIXTH AVE 100 SAN DIEGO CA 92101 481291867 501(C)(3) 60480 PERFORMANCE EVALUATION MANAGER KIPP AUSTIN PUBLIC SCHOOLS 8509 FM 969 BUILDING 513 AUSTIN TX 78724 010639602 501(C)(3) 1282750 SCHOOL START-UP FUNDING, EQUIPMENT, PERSONNEL, SUPPLIES, TRAVEL, LEADERSHIP SALARIES KIPP BALTIMORE 4701 GREENSPRING AVE RM 115 BALTIMORE MD 21209 522342513 501(C)(3) 197366 ADVOCACY GRANT, LEADERSHIP SALARIES KIPP BAY AREA SCHOOLS 426 17TH STREET SUITE 200 OAKLAND CA 94612 205010766 501(C)(3) 296995 SCHOLARSHIPS, SCHOOL SUPPORT, LEADERSHIP SALARIES, CAO TRANSITION, SUBGRANTS KIPP CENTRAL OHIO 1406 MYRTLE AVENUE COLUMBUS OH 43211 208627107 501(C)(3) 80009 LEADERSHIP SALARIES KIPP CHARLOTTE 931 WILANN DRIVE CHARLOTTE NC 28215 205664061 501(C)(3) 61834 LEADERSHIP SALARIES KIPP CHICAGO SCHOOLS 1945 SOUTH HALSTED STREET 101 CHICAGO IL 60608 300135927 501(C)(3) 561076 SCHOOL START-UP FUNDING, SCHOLARSHIPS, EQUIPMENT, PERSONNEL, TRAVEL, LEADERSHIP SALARIES KIPP COLORADO SCHOOLS 375 S TEJON STREET DENVER CO 80223 134230051 501(C)(3) 503500 SCHOLARSHIPS, LEADERSHIP SALARIES, EQUIPMENT, PERSONNEL, SUPPLIES, TRAVEL KIPP DC 2620 DOUGLASS ROAD SOUTHEAST WASHINGTON DC 20020 742974642 501(C)(3) 1348448 SCHOOL START-UP FUNDING, SCHOLARSHIPS, SCHOOL SUPPORT, EQUIPMENT, PERSONNEL, TRAVEL, LEADERSHIP SALARIES KIPP DELTA PUBLIC SCHOOLS 210 CHERRY STREET HELENA AR 72342 311807400 501(C)(3) 357169 SCHOLARSHIPS, LEADERSHIP SALARIES, EQUIPMENT, SUPPLIES KIPP ENDEAVOR ACADEMY 2700 E 18TH STREET 155B KANSAS CITY MO 64127 208552002 501(C)(3) 61440 SCHOLARSHIPS, LEADERSHIP SALARIES KIPP GASTON 320 PLESANT HILL ROAD GASTON NC 27832 742991314 501(C)(3) 279463 SCHOOL START-UP FUNDING, SCHOLARSHIPS, PERSONNEL, SUPPLIES KIPP INC 10711 KIPP WAY HOUSTON TX 77099 133875888 501(C)(3) 2050116 ADVOCACY GRANT, SCHOLARSHIPS, LEADERSHIP SALARIES, EQUIPMENT, PERSONNEL, SUPPLIES, SUBGRANTS KIPP INDIANAPOLIS 3202 E 42ND ST INDIANAPOLIS IN 46205 300145826 501(C)(3) 50440 LEADERSHIP SALARIES KIPP JACKSONVILLE SCHOOLS 1440 MCDUFF AVENUE NORTH JACKSONVILLE FL 32254 264046741 501(C)(3) 498294 SCHOOL START-UP FUNDING, SCHOLARSHIPS, EQUIPMENT, PERSONNEL, SUPPLIES, LEADERSHIP SALARIES KIPP LA SCHOOLS 4545 DOZIER STREET LOS ANGELES CA 90022 261607268 501(C)(3) 773022 ADVOCACY GRANT, LEADERSHIP SALARIES, SCHOOL START-UP FUNDING, EQUIPMENT, PERSONNEL, SUPPLIES KIPP MASSACHUSETTS 90 HIGH ROCK ST LYNN MA 01902 743153091 501(C)(3) 539359 SCHOOL START-UP FUNDING, LEADERSHIP SALARIES, SCHOLARSHIPS, EQUIPMENT, PERSONNEL, SUPPLIES, TRAVEL KIPP MEMPHIS COLLEGIATE SCHOOLS 2670 UNION AVENUE EXTENDED 1100 MEMPHIS TN 38112 680502820 501(C)(3) 581949 SCHOOL START-UP FUNDING, LEADERSHIP SALARIES, PERSONNEL, SUPPLIES KIPP METRO ATLANTA 98 ANDERSON AVENUE NW ATLANTA GA 30314 113723114 501(C)(3) 1079311 ADVOCACY GRANT, SCHOLARSHIPS, SCHOOL START-UP FUNDING, LEADERSHIP SALARIES, EQUIPMENT, PERSONNEL, SUPPLIES, SUBGRANTS KIPP STAND 1601 LAUREL AVENUE MINNEAPOLIS MN 55403 208877750 501(C)(3) 60442 LEADERSHIP SALARIES KIPP NASHVILLE 123 DOUGLAS AVENUE NASHVILLE TN 37207 202799123 501(C)(3) 137890 LEADERSHIP SALARIES, SCHOLARSHIPS KIPP NEW ORLEANS SCHOOLS 3820 SAINT CLAUDE AVENUE NEW ORLEANS LA 70117 202277213 501(C)(3) 1080731 SCHOLARSHIPS, LEADERSHIP SALARIES, PERSONNEL, SUPPLIES, TRAVEL, SUBGRANTS KIPP NYC 470 7TH AVENUE NEW YORK NY 10018 203971209 501(C)(3) 1644512 SCHOLARSHIPS, SCHOOL START-UP FUNDING, LEADERSHIP SALARIES, EQUIPMENT, PERSONNEL, SUPPLIES, TRAVEL KIPP PHILADELPHIA SCHOOLS 2709 NORTH BROAD STREET PHILADELPHIA PA 19132 050546103 501(C)(3) 1006299 ADVOCACY GRANT, SCHOLARSHIPS, LEADERSHIP SALARIES, EQUIPMENT, PERSONNEL, SUPPLIES, TRAVEL KIPP REACH COLLEGE PREPARATORY 1901 NE 13TH STREET OKLAHOMA CITY OK 73117 300005794 501(C)(3) 64855 LEADERSHIP SALARIES KIPP SAN ANTONIO 731 FREDERICKSBURG ROAD SAN ANTONIO TX 78201 412090713 501(C)(3) 639757 SCHOLARSHIPS, SCHOOL START-UP FUNDING, LEADERSHIP SALARIES, EQUIPMENT, PERSONNEL, SUPPLIES, TRAVEL, SUBGRANTS KIPP ST LOUIS 2647 OHIO AVENUE ST LOUIS MO 63118 010916759 501(C)(3) 105544 LEADERSHIP SALARIES, SCHOLARSHIPS KIPP DALLAS-FORT WORTH 3200 SOUTH LANCASTER ROAD STE 230 A A DALLAS TX 75216 820578155 501(C)(3) 65815 LEADERSHIP SALARIES KIPP TULSA COLLEGE PREPARATORY 1661 EAST VIRGIN STREET TULSA OK 74106 562621571 501(C)(3) 56026 LEADERSHIP SALARIES NEW PROFIT INC 2 CANAL PARK CAMBRIDGE MA 02141 433396766 10000 AMERICA FORWARD COALITION TEAM SCHOOLS A KIPP REGION 60 PARK PLACE SUITE 802 NEWARK NJ 07102 201018667 501(C)(3) 658629 SCHOLARSHIPS, SCHOOL START-UP FUNDING, LOAN GUARANTEE, LEADERSHIP SALARIES, PERSONNEL, SUPPLIES UNITED NEGRO COLLEGE FUND 1805 7TH STREET NW WASHINGTON DC 20001 131624241 501(C)(3) 137689 REIMBURSEMENT FOR LEGAL FEES 32 1 LEADERSHIP VISIT GRANT FOR PROFESSIONAL DEVELOPMENT 9 17100 HARRIET BALL EXCELLENCE IN TEACHING AWARDS 12 120000 TECHNICAL DIAGNOSTICS (TEAM, NEW ORLEANS, & JOURNEY) 1 4500 KIPPSTER OF THE YEAR (TRAVEL AND TUITION) 25 29456 PROCEDURE FOR MONITORING GRANTS IN THE U.S.: PART I, LINE 2: SCHEDULE I, PART I, LINE 2: THE FOUNDATION CHOOSES RECIPIENTS OF SCHOLARSHIPS BASED ON REVIEW OF APPLICATIONS AND RECOMMENDATIONS FROM THROUGHOUT THE KIPP FOUNDATION NETWORK. EACH GRANT HAS A SEPARATE SET OF CRITERIA AND IS REVIEWED BY FOUNDATION STAFF FOR COMPLIANCE AND MERIT. U.S. DEPARTMENT OF EDUCATION (US ED) SCHOOL GRANTS ARE APPLIED FOR BY THE INDIVIDUAL SCHOOLS THROUGH SUBMISSION OF DETAILED BUDGET REQUESTS, WHICH ARE ULTIMATELY APPROVED FOR FUNDING BY THE U.S. DEPARTMENT OF EDUCATION. UPON AWARD, GRANT LETTERS ARE PROVIDED TO EACH OF THE SCHOOLS STATING SPECIFIC TERMS FOR COSTS ACCEPTED FOR FUNDING AND BUDGET COMPLIANCE. IN ADDITION, A CONFERENCE CALL IS HELD DIRECTLY WITH A U.S. DEPARTMENT OF EDUCATION REPRESENTATIVE AND A REPRESENTATIVE FROM EACH OF THE KIPP SCHOOLS AWARDED FUNDING TO REVIEW THE AWARD GUIDELINES. COMPLIANCE THROUGHOUT THE YEAR IS MONITORED BY THE KIPP FOUNDATION FINANCE TEAM THROUGH THE REVIEW OF THE QUARTERLY DRAWDOWN REQUESTS AND SITE VISITS AS APPLICABLE. EACH RECIPIENT SCHOOL IS REQUIRED TO SUBMIT APPROPRIATE DOCUMENTATION AND RECORDS FOR ALL EXPENSES FOR WHICH THEY ARE REQUESTING TO DRAWDOWN FUNDS. KIPP FOUNDATION WILL REVIEW EACH REQUEST FOR ACCURACY AND ALLOWABILITY, IN ACCORDANCE WITH THE ORIGINAL BUDGET REQUEST. RECIPIENT SCHOOLS ARE SUBJECT TO AN ANNUAL SINGLE AUDIT AS APPLICABLE AND REVIEW OF SCHOOL FINANCIAL STATEMENTS TO ENSURE THAT EACH SCHOOL RECEIVED AN UNQUALIFIED OPINION. FINALLY, KIPP FOUNDATION PROVIDES AN ANNUAL REPORT TO THE U.S. DEPARTMENT OF EDUCATION REGARDING FUNDS RECEIVED DURING THE PREVIOUS FISCAL YEAR TO ENSURE COMPLIANCE. X X X X X X 0 0 0 0 0 0 0 0 0 MICHAEL FEINBERG 169860 0 0 0 0 0 7105 0 19152 0 196117 0 0 0 DAVID LEVIN 175000 0 0 0 0 0 0 0 0 0 175000 0 0 0 RICHARD BARTH 363794 0 0 0 0 0 9800 0 1274 0 374868 0 0 0 TINA SACHS 173888 0 0 0 0 0 6648 0 11561 0 192097 0 0 0 JONATHAN COWAN 211666 0 0 0 0 0 8290 0 19258 0 239214 0 0 0 DAVID WICK 198770 0 0 0 0 0 8133 0 19249 0 226152 0 0 0 LISA MARGOSIAN 213206 0 0 0 0 0 7413 0 1274 0 221893 0 0 0 KELLY WRIGHT 188838 0 0 0 0 0 6659 0 7370 0 202867 0 0 0 TERENCE JOHNSON 172899 0 0 0 0 0 6699 0 19090 0 198688 0 0 0 JOHN KANBERG 189402 0 0 0 0 0 0 0 0 0 189402 0 0 0 DORIS AND DONALD FISHER FUND (DDFF) DORIS FISHER, DIRECTOR OF DDFF; JOHN FISHER, FAMILY MEMBER OF DORIS FISHER 215917 INDEPENDENT CONTRACTOR 0 FORM 990, PART VI, SECTION A, LINE 2 DORIS FISHER IS THE MOTHER OF JOHN FISHER. FORM 990, PART VI, SECTION B, LINE 11 THE TAXPAYER'S ACCOUNTING MANAGER PREPARED THE 2011 990 ORGANIZER WITH THE ASSISTANCE OF THE SENIOR ACCOUNTANTS. THE ORGANIZER WAS FORWARDED TO HOOD AND STRONG, LLP FOR PREPARATION OF THE 990 FORM. UPON PREPARATION OF THE 990 DRAFT, THE CONTROLLER AND GENERAL COUNSEL REVIEWED THE FIRST DRAFT. THE DRAFT WAS SUBMITTED TO THE AUDIT COMMITTEE MEMBERS. THE AUDIT COMMITTEE MEMBERS REVIEWED THE FORM 990 AND DIRECT THEIR QUESTIONS TO THE CONTROLLER AND/OR GENERAL COUNSEL. UPON SATISFACTION OF ANY QUESTIONS, THE BOARD OF DIRECTORS APPROVED THE FORM 990 ON MARCH 6, 2013. FORM 990, PART VI, SECTION B, LINE 12C OFFICERS AND DIRECTORS ARE REQUIRED TO ANNUALLY DISCLOSE INTERESTS THAT COULD GIVE RISE TO CONFLICTS, AS DEFINED IN THE CONFLICT OF INTEREST POLICY. KEY EMPLOYEES ARE REQUIRED TO DISCLOSE ANY POTENTIAL CONFLICT OF INTEREST ON AN ONGOING BASIS IN ACCORDANCE WITH THE CONFLICT OF INTEREST POLICY AND KIPP FOUNDATION CODE OF ETHICS, WHICH REQUIRE DISCLOSURE WHEREVER A POTENTIAL CONFLICT ARISES. FORM 990, PART VI, SECTION B, LINE 15 COMPENSATION ARRANGEMENTS, INCLUDING BENEFITS, FOR ALL EMPLOYEES ARE BASED ON REGULAR COMPENSATION STUDIES THAT COMPARE DATA FROM SIMILAR ORGANIZATIONS (E.G., INDUSTRY, SIZE, ETC.) REGARDING COMPENSATION PAID FOR SIMILAR POSITIONS. BASED ON THIS INFORMATION, THE TALENT TEAM REVIEWS AND APPROVES SALARY DECISIONS. IN ACCORDANCE WITH CALIFORNIA LAW, COMPENSATION FOR EXECUTIVE OFFICERS IS REVIEWED AND DETERMINED AS "JUST AND REASONABLE" BY THE BOARD OF DIRECTORS. THESE REVIEWS OCCUR WHEN THE OFFICER IS HIRED; WHEN THE TERM OF EMPLOYMENT OF THE OFFICER IS RENEWED OR EXTENDED; AND WHEN THE OFFICER'S COMPENSATION PACKAGE IS MODIFIED, UNLESS THE MODIFICATION APPLIES TO SUBSTANTIALLY ALL EMPLOYEES. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST. CHANGES IN NET ASSETS OR FUND BALANCES: FORM 990, PART XI, LINE 5: DONATED SERVICES AND USE OF FACILITIES: 334,728. KCEP MORTGAGE 135 MAIN STREET 1700 SAN FRANCISCO CA 94105 262301999 ACQUIRING OR REFINANCING CONSTRUCTION LOANS FOR OWNED FACILITIES CA 501(C)(3) LINE 11A, TYPE I KIPP FOUNDATION 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0