2022-05-13T17:13:07-05:00 2021-06-30 366055558 GRANT THORNTON LLP 737 3RD AVENUE NEW YORK NY 10017 990 2020-07-01 943210509 ALEXANDER M & JUNE L MAISIN FOUNDATION ALEX 4157770411 121 STEUART STREET SAN FRANCISCO CA 94105 BRIAN MENDEL ASSISTANT TREASURER 4157770411 2022-05-13 1 BRIAN MENDEL 999009999 DANIEL ROMANO P00604182 2125990100 2 AAL1 IAL1 2020 2022-09-23 18:48:47Z RICHARD SCHILLER 121 STEUART STREET SAN FRANCISCO CA 94105 6254254 0 X N/A X 1994 CA SUPPORTS CHARITABLE, EDUCATIONAL, & RELIGIOUS PURPOSES OF JEWISH COMM FEDERATION OF SF 4 3 0 0 70860 49558 24 0 0 0 5697599 3436016 20 9 5697643 3436025 1866006 2604517 0 0 0 0 0 0 0 209953 210900 2075959 2815417 3621684 620608 56359405 67692804 368191 18750 55991214 67674054 THE FOUNDATION OPERATES EXCLUSIVELY FOR CHARITABLE, EDUCATIONAL OR RELIGIOUS PURPOSES BY CONDUCTING OR SUPPORTING ACTIVITIES FOR THE BENEFIT OF, OR TO CARRY OUT THE PURPOSES OF THE JEWISH COMMUNITY FEDERATION OF SAN FRANCISCO, THE PENINSULA, MARIN AND SONOMA COUNTIES. 0 0 2604517 2604517 THE FOUNDATION MADE GRANTS IN SUPPORT OF THE CHARITABLE, EDUCATIONAL, SCIENTIFIC OR RELIGIOUS PURPOSES OF THE JEWISH COMMUNITY FEDERATION OF SAN FRANCISCO, THE PENINSULA, MARIN AND SONOMA COUNTIES. 2604517 1 0 0 0 0 0 0 0 0 0 0 1 0 0 0 1 0 1 0 0 1 0 0 0 0 0 0 1 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 1 1 0 1 0 1 1 0 0 0 0 0 0 0 0 0 0 0 X 4 3 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 0 0 0 CA X X JEWISH COMMUNITY FEDERATION SAN FRANCISCO 4157770411 121 STEUART STREET SAN FRANCISCO CA 941051236 RICHARD SCHILLER PRESIDENT/DIRECTOR 1.00 0.00 X X 0 0 0 ADELE CORVIN VICE PRESIDENT/DIRECTOR 1.00 0.00 X X 0 0 0 SUSAN MALL SECRETARY/DIRECTOR 1.00 0.00 X X 0 0 0 PHYLLIS COOK VICE PRESIDENT/DIRECTOR 1.00 10.00 X X 0 66000 0 JOY SISISKY TREASURER 1.00 37.50 X 0 298861 38502 BRIAN MENDEL ASSISTANT TREASURER 1.00 37.50 X 0 106911 16205 0 471772 54707 0 0 1 0 CAMBRIDGE ASSOCIATES PO BOX 83232 CHICAGO IL 60691 INVESTMENT MANAGEMENT 134000 1 175330 17215 158115 6078915 2818229 3260686 3260686 53645 3207041 SETTLEMENT INCOME 900099 9 9 9 3436025 0 70860 3365165 2604517 2604517 134000 134000 570 570 ADMINISTRATIVE FEES 75000 75000 UBI TAXES 1000 1000 REGULATORY FILING FEES 330 330 2815417 2604517 210900 0 X 2317614 3610936 21787181 22576096 32154610 41423191 100000 82581 56359405 67692804 18750 18750 349441 368191 18750 X 55991214 67674054 55991214 67674054 56359405 67692804 X 620608 10951097 111135 X 0 1 X 1 0 X X 1 JEWISH COMMUNITY FEDERATION OF SAN FRANCISCO 941156533 7 1 420000 0 1 420000 0 1 0 0 0 0 1 0 0 0 0 0 0 0 0 0 1 0 SCH A PART IV SECTION A LINE 6 THE MISSION OF THE ORGANIZATION IS TO OPERATE EXCLUSIVELY FOR CHARITABLE, EDUCATIONAL OR RELIGIOUS PURPOSES BY CONDUCTING OR SUPPORTING ACTIVITIES FOR THE BENEFIT OF, OR TO CARRY OUT THE PURPOSES OF THE SUPPORTED ORGANIZATION, THE JEWISH COMMUNITY FEDERATION OF SAN FRANCISCO, THE PENINSULA, MARIN AND SONOMA COUNTIES. THE ORGANIZATION MAKES GRANTS TO OTHER PUBLICLY SUPPORTED 501(C)(3) ORGANIZATIONS, WITH THE INTENDED PURPOSE OF ADVANCING THE MISSION OF THE SUPPORTED ORGANIZATION, WHICH IS TO ADDRESS THE PRESSING ISSUES FACING THE JEWISH COMMUNITY. PLEASE REFER TO SCHEDULE I, PART II FOR A LIST OF PUBLICLY SUPPORTED 501(C)(3) ORGANIZATIONS RECEIVING GRANTS FROM THE ORGANIZATION. 0 PRIVATE EQUITY AND HEDGE FUNDS 41423191 F 41423191 X PART X, LINE 2: THE FOUNDATION HAS RECEIVED RULINGS FROM THE INTERNAL REVENUE SERVICE AND THE STATE OF CALIFORNIA FRANCHISE TAX BOARD GRANTING EXEMPTION FROM INCOME TAXATION. TO THE EXTENT THE FOUNDATION CARRIES OUT ACTIVITIES WHICH ARE SUBJECT TO THE UNRELATED BUSINESS INCOME TAX, IT IS SUBJECT TO INCOME TAXATION. CENTRAL AMERICA AND THE CARIBBEAN 0 0 INVESTMENT IN HEDGE FUND 3756406 0 0 0 0 0 0 3756406 0 3756406 1 0 1 0 0 0 PART III ACCOUNTING METHOD: PART IV THE FOUNDATION INVESTS DIRECTLY IN VARIOUS ALTERNATIVE INVESTMENTS THAT MAY BE ORGANIZED AS EITHER FOREIGN CORPORATIONS OR FOREIGN PARTNERSHIPS; IT LIKEWISE INVESTS IN DOMESTIC LIMITED PARTNERSHIPS THAT MAY, IN TURN, INVEST IN FOREIGN CORPORATIONS OR PARTNERSHIPS. NEVERTHELESS, THE FOUNDATION INVESTMENT ACTIVITIES MAY NOT REACH THE THRESHOLDS REQUIRED FOR THE FILING OF FORMS 926, 5471, 8621, OR 8865. TO THE EXTENT THAT THE FOUNDATION IS REQUIRED TO COMPLETE ONE (OR MORE) OF THESE FOREIGN FORMS, THEY ARE FILED WITH THE FORM 990-T FILING. 1 AMERICAN JEWISH JOINT DISTRIBUTION COMMITTEE 220 E 42ND STREET SUITE 400 NEW YORK NY 10017 131656634 501(C)(3) 10000 INTERNATIONAL JEWISH SUMMER CAMP BAY AREA JEWISH HEALING CENTER 2530 TARAVAL STREET SUITE 202 SAN FRANCISCO CA 94116 451504826 501(C)(3) 15000 GENERAL SUPPORT CANAL ALLIANCE 91 LARKSPUR STREET SAN RAFAEL CA 94901 942832648 501(C)(3) 40000 UNIVERSITY PREP (UP!) PROGRAM CHRONICLE SEASON OF SHARING FUND PO BOX 44740 SAN FRANCISCO CA 94144 943019992 501(C)(3) 10000 GENERAL SUPPORT COMMUNITY MUSIC CENTER SAN FRANCISCO 544 CAPP ST SAN FRANCISCO CA 94110 941156270 501(C)(3) 20000 TUITION-FREE YOUTH ENSEMBLE PROGRAM CONTEMPORARY JEWISH MUSEUM 736 MISSION STREET SAN FRANCISCO CA 94103 470920831 501(C)(3) 40000 FREE FIRST TUESDAYS PROGRAM FAMILY AND CHILDREN'S LAW CENTER 30 NORTH SAN PEDRO ROAD SUITE 245 SAN RAFAEL CA 94903 680072378 501(C)(3) 15000 DOMESTIC VIOLENCE PROTECTION PROJECT FAMILY HOUSE 50 IRVING STREET SAN FRANCISCO CA 94122 942722663 501(C)(3) 70000 GENERAL SUPPORT GLIDE FOUNDATION GLIDE CHURCH 330 ELLIS STREET SAN FRANCISCO CA 94102 941156481 501(C)(3) 25000 MO'S KITCHEN GLIDE FOUNDATION GLIDE CHURCH 330 ELLIS STREET SAN FRANCISCO CA 94102 941156481 501(C)(3) 559 CHILDCARE CENTER HAND IN HAND AMERICAN FRIENDS OF THE CENTER FOR JEWISH-ARAB EDUCATION PO BOX 80102 PORTLAND OR 97280 931269590 501(C)(3) 20000 CENTER FOR JEWISH ARAB EDUCATION IN ISRAEL HUCKLEBERRY YOUTH PROGRAMS 3310 GEARY BOULEVARD SAN FRANCISCO CA 94118 941687559 501(C)(3) 10000 GENERAL SUPPORT JEWISH COMMUNITY FEDERATION OF SF 121 STEUART STREET SAN FRANCISCO CA 94105 941156533 501(C)(3) 225000 ANNUAL CAMPAIGN JEWISH COMMUNITY FEDERATION OF SF 121 STEUART STREET SAN FRANCISCO CA 94105 941156533 501(C)(3) 15000 DAY SCHOOL SCHOLARSHIPS JEWISH COMMUNITY FEDERATION OF SF 121 STEUART STREET SAN FRANCISCO CA 94105 941156533 501(C)(3) 100000 COLLEGE SCHOLARSHIP PROGRAM JEWISH COMMUNITY FEDERATION OF SF 121 STEUART STREET SAN FRANCISCO CA 94105 941156533 501(C)(3) 25000 SYNAGOGUE SECURITY PREPAREDNESS FUND JEWISH COMMUNITY FEDERATION OF SF 121 STEUART STREET SAN FRANCISCO CA 94105 941156533 501(C)(3) 15000 PJ LIBRARY JEWISH COMMUNITY FEDERATION OF SF 121 STEUART STREET SAN FRANCISCO CA 94105 941156533 501(C)(3) 25000 JEWISH TEEN FOUNDATION PROGRAM JEWISH COMMUNITY FEDERATION OF SF 121 STEUART STREET SAN FRANCISCO CA 94105 941156533 501(C)(3) 15000 SENIOR MOBILITY INITIATIVE JEWISH COMMUNITY RELATIONS COUNCIL 121 STEUART STREET 301 SAN FRANCISCO CA 94105 941156335 501(C)(3) 15000 CAMPAIGN TO COUNTER BDS JEWISH COMMUNITY RELATIONS COUNCIL 121 STEUART STREET 301 SAN FRANCISCO CA 94105 941156335 501(C)(3) 30000 JEWISH COALITION FOR LITERACY JEWISH VOCATIONAL SERVICES 225 BUSH STREET SUITE 400 SAN FRANCISCO CA 94104 942213100 501(C)(3) 35000 JVS TECHNOLOGY CENTER LARKIN STREET YOUTH SERVICES 701 SUTTER STREET SUITE 2 SAN FRANCISCO CA 94109 942917999 501(C)(3) 50000 LARKIN STREET ACADEMY LEGAL AID OF MARIN 30 NORTH SAN PEDRO ROAD SUITE 220 SAN RAFAEL CA 94903 941419330 501(C)(3) 15000 GENERAL SUPPORT MISSION GRADUATES 3040 16TH STREET SAN FRANCISCO CA 94103 237172909 501(C)(3) 15000 GENERAL SUPPORT PLANNED PARENTHOOD NORTHERN CALIFORNIA 2185 PACHECO STREET CONCORD CA 94520 941575233 501(C)(3) 10000 GENERAL SUPPORT REBOOT INC 44 WEST 28TH ST 8TH FLOOR NEW YORK NY 10001 571154844 501(C)(3) 10000 GENERAL SUPPORT SAN FRANCISCO CAMPUS FOR JEWISH LIVING 302 SILVER AVENUE SAN FRANCISCO CA 94112 940543520 501(C)(3) 15000 COMMUNITY PRESCHOOL SAN FRANCISCO EDUCATION FUND 2730 BRYANT STREET SECOND FLOOR SAN FRANCISCO CA 94110 941592822 501(C)(3) 1488958 MAISIN SCHOLARS PROGRAM SAN FRANCISCO JEWISH FILM FESTIVAL 145 NINTH STREET SUITE 200 SAN FRANCISCO CA 94103 942854068 501(C)(3) 25000 GENERAL SUPPORT SAN FRANCISCO SYMPHONY 201 VAN NESS AVENUE SAN FRANCISCO CA 94102 941156284 501(C)(3) 25000 YOUTH ORCHESTRA ST ANTHONY FOUNDATION 150 GOLDEN GATE AVENUE SAN FRANCISCO CA 94102 941513140 501(C)(3) 45000 GENERAL SUPPORT TENDERLOIN NEIGHBORHOOD DEVELOPMENT CORPORATION 215 TAYLOR STREET SAN FRANCISCO CA 94102 942761808 501(C)(3) 10000 AFTER SCHOOL PROGRAM UNIVERSITY CORPORATION SAN FRANCISCO STATE PO BOX 320160 SAN FRANCISCO CA 94132 941384645 501(C)(3) 50000 GUARDIAN SCHOLARS PROGRAM WILDCARE 76 ALBERT PARK LANE SAN RAFAEL CA 94901 510172331 501(C)(3) 15000 NATURE HIKES AND NATURE VAN PROGRAMS 27 PART I, LINE 2: THE ORGANIZATION ENDEAVORS TO MONITOR ITS GRANTS TO ENSURE THAT SUCH GRANTS ARE USED FOR PROPER PURPOSES AND NOT OTHERWISE DIVERTED FROM THEIR INTENDED USE. THIS IS ACCOMPLISHED BY REQUESTING RECIPIENT ORGANIZATIONS TO AFFIRM THAT FUNDS MUST BE USED SOLELY IN ACCORDANCE WITH THE GRANT REQUEST AND BUDGET ON WHICH THE GRANT WAS BASED AND THAT ANY FUNDS NOT EXPENDED FOR THE STATED PURPOSE ARE TO BE RETURNED TO THE ORGANIZATION. REPORTS ARE REQUESTED FROM TIME TO TIME AS APPROPRIATE. 0 0 0 0 0 0 0 0 0 JOY SISISKY TREASURER 0 297885 0 0 0 976 0 8550 0 29952 0 337363 0 0 PART I, LINE 3 THE ORGANIZATION DOES NOT HAVE EMPLOYEES AND DOES NOT COMPENSATE OFFICERS AND MEMBERS OF ITS BOARD. HOWEVER, CERTAIN OFFICERS AND/OR DIRECTORS ARE COMPENSATED BY A RELATED ORGANIZATION, THE JEWISH COMMUNITY FEDERATION OF SAN FRANCISCO, THE PENINSULA, MARIN AND SONOMA COUNTIES ('JCF') FOR SERVICES PROVIDED TO JCF AND NOT THE FILING ORGANIZATION. JCF DOES A COMPENSATION SURVEY AND ANALYSIS FOR THE SENIOR LEVEL POSITIONS. JCF LOOKS AT COMPENSATION THAT IS EQUITABLE INTERNALLY AND EXTERNALLY FOR THESE POSITIONS. THE EXECUTIVE COMMITTEE OFFICERS APPROVE THE COMPENSATION FOR THE CEO. THERE IS A PERIODIC REVIEW OF ALL SALARIES FROM AN INDEPENDENT PROFESSIONAL COMPENSATION ORGANIZATION. THE REVIEW INCLUDES SIMILAR POSITIONS IN THE NON-PROFIT AND FOR-PROFIT SECTOR LOCALLY AND IS ADJUSTED NATIONALLY. THE COMPENSATION REVIEW ALSO ANALYZES COMPENSATION INFORMATION FROM OTHER FORM 990S FOR SIMILAR ORGANIZATION AS WELL AS MANY OTHER SOURCES OF COMPENSATION DATA. FORM 990, PART VI, SECTION B, LINE 11B THE FORM 990 IS PREPARED BASED ON AUDITED CONSOLIDATED FINANCIAL STATEMENTS AND WITH THE ASSISTANCE OF THE RELATED ORGANIZATION'S FINANCE AND ACCOUNTING STAFF. THE FINAL DRAFT OF THE 990 IS REVIEWED BY THE TREASURER, AND MADE AVAILABLE TO THE OTHER OFFICERS AND DIRECTORS FOR REVIEW PRIOR TO FILING. FORM 990, PART VI, SECTION B, LINE 12C THE ORGANIZATION REGULARLY AND CONSISTENTLY MONITORS AND ENFORCES COMPLIANCE WITH ITS CONFLICT OF INTEREST POLICY. FOR TRUSTEES AND OFFICERS CONFLICT OF INTEREST POLICY, THE SUPPORTED ORGANIZATION REQUESTS COMPLETION OF AN ANNUAL DISCLOSURE FORM BY JANUARY 31 FOR ALL TRUSTEES AND OFFICERS. THE SUPPORTED ORGANIZATION ENSURES THAT ALL FORMS HAVE BEEN RECEIVED AND PREPARES A SUMMARY OF DISCLOSURES AND FORWARDS THE FORMS AND SUMMARY TO ITS LEGAL COUNSEL. THE SUPPORTED ORGANIZATION'S CFO ALSO RECEIVES A COPY OF THE SUMMARY AND REVIEWS ALL FORMS AND IS RESPONSIBLE FOR ASSURING APPROPRIATE REPORTING TO THE EXTERNAL AUDITORS AND DISCLOSURE IN THE ANNUAL TAX FILINGS. FORM 990, PART VI, SECTION B, LINE 15 THE ORGANIZATION DOES NOT HAVE EMPLOYEES AND DOES NOT COMPENSATE OFFICERS AND MEMBERS OF ITS BOARD. HOWEVER, CERTAIN OFFICERS AND/OR DIRECTORS ARE COMPENSATED BY A RELATED ORGANIZATION, THE JEWISH COMMUNITY FEDERATION OF SAN FRANCISCO, THE PENINSULA, MARIN AND SONOMA COUNTIES ('JCF') FOR SERVICES PROVIDED TO JCF AND NOT THE FILING ORGANIZATION. JCF DOES A COMPENSATION SURVEY AND ANALYSIS FOR THE SENIOR LEVEL POSITIONS. JCF LOOKS AT COMPENSATION THAT IS EQUITABLE INTERNALLY AND EXTERNALLY FOR THESE POSITIONS. THE EXECUTIVE COMMITTEE OFFICERS APPROVE THE COMPENSATION FOR THE CEO. THERE IS A PERIODIC REVIEW OF ALL SALARIES FROM AN INDEPENDENT PROFESSIONAL COMPENSATION ORGANIZATION. THE REVIEW INCLUDES SIMILAR POSITIONS IN THE NON-PROFIT AND FOR-PROFIT SECTOR LOCALLY AND IS ADJUSTED NATIONALLY. THE COMPENSATION REVIEW ALSO ANALYZES COMPENSATION INFORMATION FROM OTHER FORM 990S FOR SIMILAR ORGANIZATION AS WELL AS MANY OTHER SOURCES OF COMPENSATION DATA. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION IS A PART OF THE JEWISH COMMUNITY FEDERATION, A RELATED ORGANIZATION, THAT MAKES ITS CONSOLIDATED AUDITED FINANCIAL STATEMENTS AND FORM 990 FOR THE MOST RECENT THREE YEARS AND CONFLICT OF INTEREST POLICY AVAILABLE TO THE PUBLIC UPON REQUEST. PART X LINE 13 PRIOR YEAR AMOUNTS IN LINE 7 HAVE BEEN RECLASSIFIED FROM NOTES RECEIVABLE TO LINE 13 PROGRAM RELATED INVESTMENTS TO BETTER CAPTURE THE NATURE OF THE UNDERLYING ASSET. FORM 990, PART XI, LINE 9: RETURN OF UNSPENT PRIOR PERIOD GRANTED FUNDS 111,135. FORM 990 (VARIOUS) DUE TO TAX SOFTWARE LIMITATIONS, CERTAIN QUESTIONS THAT SHOULD HAVE BEEN ANSWERED N/A WERE LEFT BLANK AS FOLLOWS: 1) PART IV, QUESTION 20B, 24B, 24C, 24D, 35B 2) PART V, QUESTION 2B, 4B, 5C, 6B, 7B, 7D, 7G, 7H, 8, 9A, 9B, 10A, 10B, 11A, 11B, 12A, 12B, 13A, 13B, 13C, 14B 3) PART VI, QUESTION 10B, 16B 4) PART XII, QUESTION 3B 5) SCHEDULE A, PART IV QUESTION 3B, 3C, 4B, 4C, 5B, 5C, 10B 6) SCHEDULE J, QUESTION 1B, 2, 9 JEWISH COMMUNITY FEDERATION OF SF 121 STEUART STREET SAN FRANCISCO CA 94105 941156533 BUILD, MAINTAIN AND STRENGTHEN JEWISH IDENTITY, COMM AND LIFE CA 501(C)(3) LINE 7 N/A 0 0 1 0 0 0 0 0 0 0 0 0 0 1 1 0 0 0 0 0 JEWISH COMMUNITY FEDERATION OF SAN FRANCISCO B 420000 CASH VALUE JEWISH COMMUNITY FEDERATION OF SAN FRANCISCO M 75000 CASH VALUE