SHIMON BEN JOSEPH FOUNDATION: Form 990PF, tax year 2015
View the entire original 990 at ProPublica ↗
- Organization
- SHIMON BEN JOSEPH FOUNDATION (EIN 33-1114104)
- Tax period
- 2015-01-01 to 2015-12-31
- Filed
- 2016-11-14
- IRS object ID
- 201613199349103141
- Schema version
- 2015v2.1
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- Accounting Fees Schedule
- Expenditure Responsibility Stmt
- General Explanation Attachment
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Investments Other 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
- Taxes Schedule
- Transfers Frm Controlled Entities
- Transfers To Controlled Entities
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2016-11-14T21:19:40-06:00 | ReturnTs |
| Tax Period End | 2015-12-31 | 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 | 2015-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 331114104 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE SHIMON BEN JOSEPH FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | SHIM | BusinessNameControlTxt |
| Phone | 4156588730 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1590 drew AVENUE No 200 | AddressLine1Txt |
| City | DAVIS | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 95618 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | BARRY FINESTONE | PersonNm |
| Person Title | president | PersonTitleTxt |
| Phone | 4156588730 | PhoneNum |
| Signature | 2016-11-09 | 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 | 2015 | TaxYr |
| Build TS | 2017-02-10 21:41:12Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $1,132,942,047 | FMVAssetsEOYAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Interest On Sav Rev And Expnss | $75,248 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $75,248 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $3,703,514 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $3,703,514 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $1,477,281 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $83,831,239 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $127,713,790 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $51,694,908 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $15,610,507 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $56,950,951 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $147,103,059 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $1,475,857 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $487,651 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $988,206 | CompOfcrDirTrstDsbrsChrtblAmt |
| Oth Empl Slrs Wgs Rev And Expnss | $2,589,938 | OthEmplSlrsWgsRevAndExpnssAmt |
| Oth Empl Slrs Wgs Net Invst Incm | $992,610 | OthEmplSlrsWgsNetInvstIncmAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $1,590,868 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Pension Empl Bnft Rev And Expnss | $648,688 | PensionEmplBnftRevAndExpnssAmt |
| Pension Empl Bnft Net Invst Incm | $350,054 | PensionEmplBnftNetInvstIncmAmt |
| Pension Empl Bnft Dsbrs Chrtbl | $315,068 | PensionEmplBnftDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $30,533 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $7,208 | LegalFeesNetInvstIncmAmt |
| Legal Fees Dsbrs Chrtbl | $21,779 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $237,325 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $119,913 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $117,413 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $2,184,041 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $1,493,788 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $693,755 | OtherProfFeesDsbrsChrtblAmt |
| Interest Dsbrs Chrtbl | $861,168 | InterestDsbrsChrtblAmt |
| Taxes Rev And Expnss | $1,812,088 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $178,223 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $4,525 | TaxesDsbrsChrtblAmt |
| Deprec And Dpltn Rev And Expnss | $190,115 | DeprecAndDpltnRevAndExpnssAmt |
| Deprec And Dpltn Net Invst Incm | $45,700 | DeprecAndDpltnNetInvstIncmAmt |
| Occupancy Rev And Expnss | $208,158 | OccupancyRevAndExpnssAmt |
| Occupancy Net Invst Incm | $0 | OccupancyNetInvstIncmAmt |
| Occupancy Dsbrs Chrtbl | $208,697 | OccupancyDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $422,498 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Net Invst Incm | $42,144 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $375,005 | TravConfMeetingDsbrsChrtblAmt |
| Printing And Pub Rev And Expnss | $26,772 | PrintingAndPubRevAndExpnssAmt |
| Printing And Pub Net Invst Incm | $440 | PrintingAndPubNetInvstIncmAmt |
| Printing And Pub Dsbrs Chrtbl | $25,192 | PrintingAndPubDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $738,455 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $3,203,701 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $504,496 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $10,564,468 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $6,921,432 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $5,706,172 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $29,943,554 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $38,034,705 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $40,508,022 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $6,921,432 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $43,740,877 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $16,442,929 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $140,181,627 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $37,052,977 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $49,172,847 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $49,172,847 | SavAndTempCashInvstEOYFMVAmt |
| Acct Rcvbl | $12,392,323 | AcctRcvblAmt |
| Acct Rcvbl BOY | $10,873,405 | AcctRcvblBOYAmt |
| Acct Rcvbl EOY | $12,392,323 | AcctRcvblEOYAmt |
| Acct Rcvbl EOYFMV | $12,392,323 | AcctRcvblEOYFMVAmt |
| Prepaid Expenses BOY | $99,414 | PrepaidExpensesBOYAmt |
| Prepaid Expenses EOY | $148,620 | PrepaidExpensesEOYAmt |
| Prepaid Expenses EOYFMV | $148,620 | PrepaidExpensesEOYFMVAmt |
| Corporate Stock BOY | $180,288,589 | CorporateStockBOYAmt |
| Corporate Stock EOY | $153,483,852 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $153,483,852 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $46,460,954 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $46,355,828 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $46,355,828 | CorporateBondsEOYFMVAmt |
| Other Investments BOY | $205,168,655 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $188,003,592 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $188,003,592 | OtherInvestmentsEOYFMVAmt |
| Land Bldg Equip Cost Or Other Bss | $1,954,797 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $1,281,893 | LandBldgEquipAccumDeprecAmt |
| Land BOY | $550,841 | LandBOYAmt |
| Land EOY | $672,904 | LandEOYAmt |
| Land EOYFMV | $672,904 | LandEOYFMVAmt |
| Other Assets BOY | $642,789,088 | OtherAssetsBOYAmt |
| Other Assets EOY | $682,712,081 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $682,712,081 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $1,123,283,923 | TotalAssetsBOYAmt |
| Total Assets EOY | $1,132,942,047 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $1,132,942,047 | TotalAssetsEOYFMVAmt |
| Accounts Payable BOY | $989,766 | AccountsPayableBOYAmt |
| Accounts Payable EOY | $524,377 | AccountsPayableEOYAmt |
| Grants Payable BOY | $37,170,630 | GrantsPayableBOYAmt |
| Grants Payable EOY | $29,211,908 | GrantsPayableEOYAmt |
| Other Liabilities BOY | $13,195,244 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $12,223,438 | OtherLiabilitiesEOYAmt |
| Total Liabilities BOY | $51,355,640 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $41,959,723 | TotalLiabilitiesEOYAmt |
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
| Unrestricted BOY | $1,071,928,283 | UnrestrictedBOYAmt |
| Unrestricted EOY | $1,090,982,324 | UnrestrictedEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $1,071,928,283 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $1,090,982,324 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $1,123,283,923 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $1,132,942,047 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $1,071,928,283 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $16,442,929 | ExcessRevenueOverExpensesAmt |
| Other Increases | $2,651,071 | OtherIncreasesAmt |
| Subtotal | $1,091,022,283 | SubtotalAmt |
| Other Decreases | $39,959 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $1,090,982,324 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (3 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|
| REALIZED GAINS/(LOSSES) FROM INVESTMENTS | P | $83,831,239 | $70,704,550 | $13,126,689 | $13,126,689 |
| REALIZED CAPITAL GAINS | P | $243,716 | $243,716 | ||
| REALIZED GAINS/(LOSSES) FROM PARTNERSHIPS | P | $114,343,385 | $114,343,385 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $127,713,790 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $40,227,593 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $1,205,337,115 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.033375 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $40,186,505 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $744,303,052 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.053992 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $47,961,669 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $800,060,129 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.059948 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $45,320,381 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $753,602,489 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.060138 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $47,650,873 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $765,552,129 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.062244 | DistributionYr5Rt |
| Total Distribution | 0.269697 | TotalDistributionRt |
| Average Distribution | 0.053939 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $1,137,941,081 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $61,379,404 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $1,401,816 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $62,781,220 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $43,923,260 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $2,803,633 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $2,803,633 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $2,803,633 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $2,834,055 | EstimatedPlusOvpmtIncmTxAmt |
| Applied To Es Tax | $150,000 | AppliedToEsTaxAmt |
| Total Payments And Credits | $2,984,055 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $729 | EsPenaltyAmt |
| Overpayment | $179,693 | OverpaymentAmt |
| Applied To ES Tax | $179,693 | 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 | Yes (1) | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | www.jimjosephfoundation.org | WebsiteAddressTxt |
| Individual With Books | MARY SEABURY | IndividualWithBooksNm |
| Phone | 5307589210 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1590 DREW AVENUE SUITE 200 | AddressLine1Txt |
| City | DAVIS | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 95618 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | 0 | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | 0 | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | 0 | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | Yes (1) | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | Yes (1) | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | 0 | ActsFailToQlfyAsExceptionsInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | 0 | BusinessHoldingsInd |
| Jeopardy Investments | 0 | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | 0 | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | 0 | InfluenceLegislationInd |
| Influence Election | 0 | InfluenceElectionInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Grants To Organizations | Yes (1) | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Transactions Fail To Qlfy As Exc | 0 | TransactionsFailToQlfyAsExcInd |
| Maintained Expenditure Rspns | Yes (1) | MaintainedExpenditureRspnsInd |
| 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 (13 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 |
|---|---|---|---|---|---|---|---|---|
| ALVIN T LEVITT | ||||||||
| 343 SANSOME STREET SUITE 550 | SAN FRANCISCO | CA | 94104 | PRESIDENT/DIRECTOR | 20.00 | $26,000 | $0 | $0 |
| PHYLLIS L COOK | ||||||||
| 343 SANSOME STREET SUITE 550 | SAN FRANCISCO | CA | 94104 | SEC /TREAS /DIRECTor | 3.00 | $26,000 | $0 | $0 |
| SUSAN FOLKMAN | ||||||||
| 343 SANSOME STREET SUITE 550 | SAN FRANCISCO | CA | 94104 | DIRECTOR | 3.00 | $26,000 | $0 | $0 |
| JEROME SOMERS | ||||||||
| 343 SANSOME STREET SUITE 550 | SAN FRANCISCO | CA | 94104 | DIRECTOR | 3.00 | $26,000 | $0 | $0 |
| DVORA JOSEPH DAVEY | ||||||||
| 343 SANSOME STREET SUITE 550 | SAN FRANCISCO | CA | 94104 | DIRECTOR | 3.00 | $26,000 | $0 | $0 |
| ALISA ROBBINS DOCTOROFF | ||||||||
| 343 SANSOME STREET SUITE 550 | sAN FRANCISCO | CA | 94104 | DIRECTOR | 3.00 | $26,000 | $0 | $0 |
| JOSHUA JOSEPH | ||||||||
| 343 SANSOME STREET SUITE 550 | SAN FRANCISCO | CA | 94104 | DIRECTOR | 3.00 | $26,000 | $0 | $0 |
| DANIEL SAFIER | ||||||||
| 343 SANSOME STREET SUITE 550 | SAN FRANCISCO | CA | 94104 | DIRECTOR | 3.00 | $26,000 | $0 | $0 |
| DAVID AGGER | ||||||||
| 343 SANSOME STREET SUITE 550 | SAN FRANCISCO | CA | 94104 | DIRECTOR | 3.00 | $26,000 | $0 | $0 |
| JEFFREY SOLOMON | ||||||||
| 343 SANSOME STREET SUITE 550 | SAN FRANCISCO | CA | 94104 | DIRECTOR | 1.50 | $19,500 | $0 | $0 |
| CHARLES M EDELSBERG | ||||||||
| 343 SANSOME STREET SUITE 550 | SAN FRANCISCO | CA | 94104 | EXECUTIVE DIRECTOR | 40.00 | $585,079 | $105,484 | $0 |
| MARY P SEABURY | ||||||||
| 343 SANSOME STREET SUITE 550 | SAN FRANCISCO | CA | 94104 | cfo | 40.00 | $276,522 | $36,012 | $2,772 |
| DONALD C LEWIS | ||||||||
| 1590 DREW AVENUE SUITE 200 | DAVIS | CA | 95618 | PRESIDENT - INTERLAND LLC | 40.00 | $182,506 | $31,119 | $2,864 |
Compensation Highest Paid Empl CompensationHighestPaidEmplGrp (5 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee BenefitsEmployeeBenefitsAmt | Expense AccountExpenseAccountAmt |
|---|---|---|---|---|---|---|---|---|
| SANDRA J EDWARDS | ||||||||
| 343 SANSOME STREET SUITE 550 | SAN FRANCISCO | CA | 94104 | ASSOCIATE DIRECTOR | 40.00 | $250,529 | $23,395 | $5,300 |
| DIANE CRONAN | ||||||||
| 1590 DREW AVENUE SUITE 200 | DAVIS | CA | 95618 | HR DIRECTOR - INTERL | 40.00 | $187,282 | $43,747 | $2,574 |
| THOMAS SHIPLEY | ||||||||
| 1590 DREW AVENUE SUITE 200 | DAVIS | CA | 95618 | VP ACQUISITION/DEVLP | 28.00 | $175,322 | $36,866 | $966 |
| DAWNE BEAR NOVICOFF | ||||||||
| 343 SANSOME STREET SUITE 550 | SAN FRANCISCO | CA | 94104 | ASSISTANT DIRECTOR | 40.00 | $161,538 | $27,078 | $2,540 |
| CLIFFORD HANADA | ||||||||
| 1590 DREW AVENUE SUITE 200 | DAVIS | CA | 95618 | ASSET MANAGER - INTE | 34.00 | $161,062 | $26,694 | $1,677 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Employee Paid Over50k | 17 | OtherEmployeePaidOver50kCnt |
Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp (5 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Service TypeServiceTypeTxt | CompensationCompensationAmt | Address Line1ForeignAddress/AddressLine1Txt | CityForeignAddress/CityNm | Province Or StateForeignAddress/ProvinceOrStateNm | CountryForeignAddress/CountryCd | Foreign PostalForeignAddress/ForeignPostalCd |
|---|---|---|---|---|---|---|---|---|---|---|
| CAMBRIDGE ASSOCIATES LLC | ||||||||||
| PO BOX 83232 | CHICAGO | IL | 60691 | INVESTMENT MANAGEMENT | $840,131 | |||||
| RYDER COURT Global Emerging Markets Opp FD | ||||||||||
| 50 SOUTH LASALLE ST | CHICAGO | IL | 60675 | INVESTMENT MANAGEMENT | $272,828 | |||||
| SSI INCSPENCER STUART | ||||||||||
| PO BOX 98991 | CHICAGO | IL | 60693 | CONSULTING | $206,239 | |||||
| Deloitte & Touche | ||||||||||
| PO BOX 844708 | DALLAS | TX | 752844708 | Audit | $186,900 | |||||
| SPRUCEGROVE US INTERNATIONAL INVESTMENT FUND | ||||||||||
| INVESTMENT MANAGEMENT | $134,665 | 181 UNIVERSITY AVENUE SUITE 1300 | TORONTO | ONTARIO | CA | M5H 3M7 | ||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contractor Paid Over50k | 5 | 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 | $378,493,098 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $59,564,219 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $717,212,816 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $1,155,270,133 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $1,155,270,133 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $17,329,052 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $1,137,941,081 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $56,897,054 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $56,897,054 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $2,803,633 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $2,803,633 | TotalTaxAmt |
| Distributable Before Adj | $54,093,421 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $136,879 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $54,230,300 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $54,230,300 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $43,740,877 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Charitable Assets Acquis Paid | $182,383 | CharitableAssetsAcquisPaidAmt |
| Qualifying Distributions | $43,923,260 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $43,923,260 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $54,230,300 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $11,782,828 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $43,923,260 | QualifyingDistributionsAmt |
| Applied To Year1 | $11,782,828 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $32,140,432 | 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 | $22,089,868 | 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) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (182 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|
| Alpha Epsilon Pi Foundation Inc | |||||||
| 8815 Wesleyan Road | Indianapolis | IN | 46268 | PC | Hineni Conference and Jewish Identity Enrichment Initiative (2015-2017) | $75,000 | |
| American Friends of Livnot U'Lehibanot | |||||||
| 1046 Cornwall C | Boca Raton | FL | 33434 | PC | Northern Exposure and Emerging Jewish Leaders Project | $100,000 | |
| American Friends of the Israel Museum | |||||||
| 500 Fifth Avenue Suite 2540 | New York | NY | 10110 | PC | Renewal support for educational tours in the Israel Museum for Birthright Israel participants (2014-2016) | $75,000 | |
| American Institutes for Research | |||||||
| 1000 Thomas Jefferson Street NW | Washington | DC | 200073835 | PC | Cross Community Evaluation of the Community-based Jewish Teen Education and Engagement Initiative (2014-2018) | $179,367 | |
| American Institutes for Research | |||||||
| 1000 Thomas Jefferson Street NW | Washington | DC | 200073835 | PC | Evaluation of the JJF Education Initiative | $207,612 | |
| American Jewish Committee | |||||||
| 165 East 56th Street | New York | NY | 10022 | PC | SAN FRANCISCO EDUCATIONAL PROGRAMMING | $10,000 | |
| American Jewish Joint Distribution Committee | |||||||
| 711 Third Avenue 10th Floor | New York | NY | 10017 | PC | JDC Entwine (2015-2017) | $1,010,000 | |
| American Jewish World Service Inc | |||||||
| 45 West 36th Street | New York | NY | 100187904 | PC | Support for the Global Justice Fellowship Grant | $23,000 | |
| Associated Jewish Community Federation of Baltimore Inc | |||||||
| 101 West Mount Royal Avenue | Baltimore | MD | 21201 | PC | Community-Based Jewish Teen Education Initiative (2015-2020) | $112,622 | |
| Associated Jewish Community Federation of Baltimore Inc | |||||||
| 101 West Mount Royal Avenue | Baltimore | MD | 21201 | PC | General Operating Support of the Leadership Pipelines Alliance | $250,000 | |
| Associated Jewish Community Federation of Baltimore Inc | |||||||
| 101 West Mount Royal Avenue | Baltimore | MD | 21201 | PC | CEO Onboarding (2015-2017) | $200,000 | |
| Beacon Hebrew Alliance | |||||||
| 331 Verplanck Avenue | Beacon | NY | 12508 | PC | Masa at Beacon Hebrew Alliance | $30,000 | |
| Beit TShuvah | |||||||
| 8831 Venice Boulevard | LOS ANgeles | CA | 90034 | PC | Training and evaluation of a cohort of Jewish educators to improve outreach to teens and young adults | $30,000 | |
| Birthright Israel Foundation | |||||||
| 33 East 33rd Street 7th Floor | New York | NY | 10016 | PC | General Supports for Trips | $2,500,000 | |
| Birthright Israel Foundation | |||||||
| 33 East 33rd Street 7th Floor | New York | NY | 10016 | PC | Staff Development/Education through RelSci software for Birthright staff | $10,000 | |
| Birthright Israel Foundation | |||||||
| 33 East 33rd Street 7th Floor | New York | NY | 10016 | PC | GENERAL SUPPORT IN HONOR OF STEPHEN AND NANCY GRAND | $18,000 | |
| Birthright Israel Foundation | |||||||
| 33 East 33rd Street 7th Floor | New York | NY | 10016 | PC | Birthright Israel NEXT | $209,280 | |
| B'nai B'rith Youth Organization Inc | |||||||
| 800 Eighth Street NW | Washington | DC | 20001 | PC | BBYO Directors of Jewish Enrichment and Capacity Building Planning (2015-2016) | $450,000 | |
| B'nai B'rith Youth Organization Inc | |||||||
| 800 Eighth Street NW | Washington | DC | 20001 | PC | Educator Immersion Project: Directors of Jewish Enrichment | $29,009 | |
| B'nai B'rith Youth Organization Inc | |||||||
| 800 Eighth Street NW | Washington | DC | 20001 | PC | Professional Development Institute Cohorts 2 and 3 | $20,399 | |
| B'nai B'rith Youth Organization Inc | |||||||
| 800 Eighth Street NW | WAShington | DC | 20001 | PC | Summit on Jewish Teens and Scholarships for the BBYO International Convention (2015-2016) | $125,000 | |
| Board of Jewish Education Inc | |||||||
| 520 Eighth Avenue 15th Floor | New York | NY | 10018 | PC | Consultation for the Community Based Jewish Teen Initiatives | $187,144 | |
| Boston Jewish Music Festival Inc | |||||||
| 30 Maple Street | West Roxbury | MA | 02132 | PC | GENERAL SUPPORT | $5,000 | |
| BRAndeis Hillel Day School - MARIN | |||||||
| 180 N San Pedro Road | San Rafael | CA | 94903 | PC | Scholarships | $11,000 | |
| Brandeis Hillel Day School | |||||||
| 655 Brotherhood Way | San Francisco | CA | 94132 | PC | Scholarships | $25,000 | |
| Brandeis Hillel Day School | |||||||
| 655 Brotherhood Way | San Francisco | CA | 94132 | PC | Support Scholarships for San Francisco | $13,500 | |
| BRAndeis Hillel Day School | |||||||
| 655 Brotherhood Way | SAN Francisco | CA | 94132 | PC | TUITION ASSISTANCE | $5,000 | |
| Brandeis University | |||||||
| 415 South Street | Waltham | MA | 02454 | PC | JData 2012-2015 | $272,956 | |
| Brandeis University | |||||||
| 415 South Street | Waltham | MA | 02454 | PC | DeLeT (2015-2018) | $166,958 | |
| Brandeis University | |||||||
| 415 South Street | Waltham | MA | 02454 | PC | Summer Institute for Israel Studies (2015-2018) | $250,000 | |
| Brandeis University | |||||||
| 415 South Street | Waltham | MA | 02454 | PC | Brandeis Jewish Leadership Institute for Russian Speaking Jewish Professionals | $63,000 | |
| Brandeis University | |||||||
| 415 South Street | Waltham | MA | 02454 | PC | The DeLeT-MAT Project 2010-2014 | $188,331 | |
| Bridgespan Group | |||||||
| 2 Copley Place Suite 3700B | BOSton | MA | 02116 | PC | 2015 Jim Joseph Foundation Board Retreat Consultation | $51,595 | |
| Bureau of Jewish Education of Greater LOS ANGELES | |||||||
| 6505 Wilshire Boulevard Suite 300 | LOS ANgeles | CA | 90048 | PC | General Support | $5,000 | |
| CENTER FOR CREATIVE CHANGE | |||||||
| 4115 WISCONSIN AVE NW SUITE 102 | WASHington | DC | 20016 | PC | GENERAL SUPPORT | $15,000 | |
| COMBINED JEWISH PHILANTHROPIES OF GREATER BOSTON INC | |||||||
| 126 High Street | Boston | MA | 02110 | PC | Community -Based Jewish Teen Education Initiative (2014-2018) | $293,679 | |
| COMBINED JEWISH PHILANTHROPIES OF GREATER BOSTON INC | |||||||
| 126 High Street | Boston | MA | 02110 | PC | B'Yadenu: Demonstration project to create an effective model for serving students with special learn | $399,448 | |
| Congregation Beth Jacob | |||||||
| 1550 Alameda de las Pulgas | Redwood City | CA | 94061 | PC | For Siddur Lev Shalem prayer books | $10,000 | |
| Contemporary Jewish Museum | |||||||
| 736 Mission Street | San Francisco | CA | 94103 | PC | Innovation Fund 2.0 (2014-2018) | $300,000 | |
| Contemporary Jewish Museum | |||||||
| 736 Mission Street | San Francisco | CA | 94103 | PC | 2015 Out of Order Seder | $5,000 | |
| Contemporary Jewish Museum | |||||||
| 736 Mission Street | San Francisco | CA | 94103 | PC | Educational Programming - Dorothy Saxe Tzedakah Box Invitational | $10,000 | |
| Contemporary Jewish Museum | |||||||
| 736 Mission Street | San Francisco | CA | 94103 | PC | Roman Vishniac Rediscovered Program | $3,000 | |
| Contemporary Jewish Museum | |||||||
| 736 Mission Street | San Francisco | CA | 94103 | PC | Out of Order Seder | $5,000 | |
| Contemporary Jewish Museum | |||||||
| 736 Mission Street | San Francisco | CA | 94103 | PC | General support | $15,000 | |
| Contemporary Jewish Museum | |||||||
| 736 Mission Street | San Francisco | CA | 94103 | PC | General support | $5,000 | |
| Eli & Bessie Cohen Hillel Academy | |||||||
| 6 Community Road | Marblehead | MA | 01945 | PC | Planning Grant | $75,000 | |
| Eli & Bessie Cohen Hillel Academy | |||||||
| 6 Community Road | Marblehead | MA | 01945 | PC | Teacher Enhancement and Support | $50,000 | |
| Facing History and Ourselves National Foundation Inc | |||||||
| 16 Hurd Road | Brookline | MA | 024456919 | PC | Facing History and Ourselves Partner Jewish Day Schools Project (2013-2018) | $135,000 | |
| foundation for Jewish Camp Inc | |||||||
| 253 West 35th Street 4th Floor | new york | NY | 10001 | pc | General Support of the 2015 West Coast Funders Summit | $25,000 | |
| Foundation for Jewish Camp Inc | |||||||
| 253 West 35th Street 4th Floor | New York | NY | 10001 | PC | Specialty Camps Incubator 2 | $1,665,866 | |
| Foundation for Jewish Camp Inc | |||||||
| 253 West 35th Street 4th Floor | New York | NY | 10001 | PC | New Specialty Camps Incubator 1 | $14,324 | |
| Foundation for Jewish Camp Inc | |||||||
| 253 West 35th Street 4th Floor | New York | NY | 10001 | PC | Nadiv: Jewish Educators in Camps & Schools | $91,991 | |
| Foundation for Jewish Camp Inc | |||||||
| 253 West 35th Street 4th Floor | New York | NY | 10001 | PC | Hiddur Initiative: Enhancing Jewish Learning and Growth in Jewish Camps (2015-2019) | $119,986 | |
| George Washington University | |||||||
| 2121 I Street NW | Washington | DC | 20052 | PC | Experiential Education and Jewish Cultural Arts: A New Program to Prepare Educators | $287,940 | |
| GEORge Washington University | |||||||
| 2121 I Street NW | WASHington | DC | 20052 | PC | Development Long-Term Outcomes and Survey Measures (2015-2016) | $180,000 | |
| Gideon Hausner Jewish Day School | |||||||
| 450 San Antonio Road | PALo Alto | CA | 94306 | PC | General support in honor of Laura and Gary Lauder | $10,000 | |
| Gideon Hausner Jewish Day School | |||||||
| 450 San Antonio Road | PALO Alto | CA | 94306 | PC | Student Scholarship Support | $1,800 | |
| Gideon Hausner Jewish Day School | |||||||
| 450 San Antonio Road | PALO Alto | CA | 94306 | PC | General support | $5,000 | |
| Gideon Hausner Jewish Day School | |||||||
| 450 San Antonio Road | PALO Alto | CA | 94306 | PC | Scholarships | $2,500 | |
| Grantmakers for Effective Organizations | |||||||
| 1725 DeSales Street NW Suite 404 | WASHington | DC | 20036 | PC | General support of The Collaboration Conference 2015 | $5,000 | |
| Greater Miami Jewish Federation | |||||||
| 4200 Biscayne BOULEVARD | MIAMI | FL | 331373279 | PC | For the Miami Jewish Film Festival | $25,000 | |
| Happy Shalom School Inc | |||||||
| 862 28th Avenue | San Francisco | CA | 94121 | PC | General support | $17,500 | |
| Harold Grinspoon Foundation | |||||||
| 67 Hunt Street Suite 100 | Agawam | MA | 10001 | PC | PJ Library Alliance (2014-2019) | $1,000,000 | |
| Hazon Inc | |||||||
| 125 Maiden Lane Suite 8B | New York | NY | 10038 | PC | Jewish Outdoor, Food, and Environmental Education (JOFEE) (2015-2019) | $2,380,019 | |
| Hebrew Union College - Jewish Institute of Religion | |||||||
| 3101 Clifton Avenue | Cincinnati | OH | 45220 | PC | JJF Education Initiative | $1,772,147 | |
| Hebrew Union College - Jewish Institute of Religion | |||||||
| 3101 Clifton Avenue | Cincinnati | OH | 45220 | PC | DeLeT (2015-2018) | $199,649 | |
| Hebrew Union College - Jewish Institute of Religion | |||||||
| 3101 Clifton Avenue | Cincinnati | OH | 45220 | PC | DeLeT Program (2014-2015) | $281,637 | |
| Hebrew Union College - Jewish Institute of Religion | |||||||
| 3101 Clifton Avenue | Cincinnati | OH | 45220 | PC | HUC-LA scholarship fund for the educator program | $2,500 | |
| HILLEL FOUNDATION AT TUFTS UNIVERSITY | |||||||
| 220 Packard Avenue | Medford | MA | 02155 | PC | General Operating Support | $5,000 | |
| Hillel The Foundation for Jewish Campus Life | |||||||
| 800 Eighth Street NW | washington | DC | 200013724 | pc | Expansion of Jewish Learning Fellowship (JLF) | $40,000 | |
| Hillel The Foundation for Jewish Campus Life | |||||||
| 800 Eighth Street NW | Washington | DC | 200013724 | PC | Growth and Capacity Building (2015-2020) | $3,500,000 | |
| Hillel The Foundation for Jewish Campus Life | |||||||
| 800 Eighth Street NW | Washington | DC | 200013724 | PC | Transitional Financial Support | $67,017 | |
| Hillel The Foundation for Jewish Campus Life | |||||||
| 800 Eighth Street NW | Washington | DC | 200013724 | PC | Organizational Strengthening to Expand Effective Campus-Based Jewish Student Engagement and Experiential Jewish Learning (2014-2015) | $1,000,000 | |
| Hillel The Foundation for Jewish Campus Life | |||||||
| 800 Eighth Street NW | Washington | DC | 200013724 | PC | Jewish Agency Israel Fellows | $137,172 | |
| Hillel The Foundation for Jewish Campus Life | |||||||
| 800 Eighth Street NW | Washington | DC | 200013724 | PC | General support | $10,000 | |
| Institute of Southern Jewish Life Inc | |||||||
| 4915 I-55 North Suite 100A | Jackson | MS | 39206 | PC | Education Fellow Program (2016-2018) | $150,000 | |
| Interfaithfamilycom | |||||||
| 90 Oak Street 4th Floor PO Box 428 | Newton Upper Falls | MA | 02464 | PC | General support | $3,600 | |
| Israel Education Resource Center Inc | |||||||
| 85 Revere Drive Suite I | Northbrook | IL | 60062 | PC | Training and Resources in Israel Education Post Operation Protective Edge (2014-2015) | $250,000 | |
| Israel Education Resource Center Inc | |||||||
| 85 Revere Drive Suite I | Northbrook | IL | 60062 | PC | iCenter 2013-2015 | $400,000 | |
| Israel Education Resource Center Inc | |||||||
| 85 Revere Drive Suite I | Northbrook | IL | 60062 | PC | Capacity Building Support To Fund Key Initiatives and Organizational Capacity (2016-2018) | $250,000 | |
| Israel Education Resource Center Inc | |||||||
| 85 Revere Drive Suite I | Northbrook | IL | 60062 | PC | Israel Education for North American High School Students | $5,000 | |
| Israel Institute Inc | |||||||
| 1250 Eye Street NW Suite 710 | WASHington | DC | 20005 | PC | Program Support (2014-2017) | $240,000 | |
| Israel on Campus Coalition | |||||||
| 800 8th Street NW | WASHington | DC | 20001 | PC | Academic Engagement Network (2015-2017) | $500,000 | |
| Jewish Communal Service Association of North America Inc | |||||||
| 25 Broadway Suite 1700 | New York | NY | 10004 | PC | JPro Conference support | $15,000 | |
| Jewish Community Alliance of Southern | |||||||
| 57 Ashmont Street | PORTLAND | ME | 04103 | PC | PJ Library | $20,000 | |
| Jewish Community Center in Manhattan | |||||||
| 334 Amsterdam Avenue | New York | NY | 10023 | PC | Expansion of the Jewish Journey Project (2014-2016) | $250,000 | |
| Jewish Community Center of San Francisco | |||||||
| 3200 California Street | San Francisco | CA | 94118 | PC | Early Childhood Education | $40,000 | |
| JEWISH COMMUNITY CENTER OF SAN FRANCISCO | |||||||
| 3200 California Street | San Francisco | CA | 94118 | PC | Scholarships for Maccabi ($10,000), Arts & Ideas Teen Seminars ($10,000), and Transportation to Club 18 ($16,000) | $36,000 | |
| Jewish Community Federation of SF the Peninsula Marin and Sonoma Counties | |||||||
| 121 Steuart Street | San Francisco | CA | 94105 | PC | TO Support Teen Foundation Programs | $10,000 | |
| Jewish Community Federation of SF the Peninsula Marin and Sonoma Counties | |||||||
| 121 Steuart Street | SAn Francisco | CA | 94105 | PC | Bay Area Demographic Study | $20,000 | |
| Jewish Community Federation of SF the Peninsula Marin and Sonoma Counties | |||||||
| 121 Steuart Street | SAn Francisco | CA | 94105 | PC | Sponsor training of Bay Area educators in experiential education as part of the Yeshiva University Experiential Jewish Educators Regional Cohort | $10,000 | |
| Jewish Community Federation of SF the Peninsula Marin and Sonoma Counties | |||||||
| 121 Steuart Street | San Francisco | CA | 94105 | PC | JCF-NEXT Birthright Experience Pilot | $55,979 | |
| Jewish Community Federation of SF the Peninsula Marin and Sonoma Counties | |||||||
| 121 Steuart Street | San Francisco | CA | 94105 | PC | Diller Teen Fellows Program | $7,500 | |
| Jewish Community Federation of SF the Peninsula Marin and Sonoma Counties | |||||||
| 121 Steuart Street | San Francisco | CA | 94105 | PC | North Peninsula Teen Foundation | $10,000 | |
| Jewish Community Federation of SF the Peninsula Marin and Sonoma Counties | |||||||
| 121 Steuart Street | San Francisco | CA | 94105 | PC | Educational Programming and Bay Area Community Survey | $36,000 | |
| Jewish Community Federation of SF the Peninsula Marin and Sonoma Counties | |||||||
| 121 Steuart Street | San Francisco | CA | 94105 | PC | Young Adult Division (YAD) 2015 trips to Israel TO ISRAEL | $20,000 | |
| Jewish Community Federation of SF the Peninsula Marin and Sonoma Counties | |||||||
| 121 Steuart Street | San Francisco | CA | 94105 | PC | Jewish Resource Specialist Program (JRS) 2.0 (2014-2017) | $830,202 | |
| Jewish Community Federation of the Greater East Bay | |||||||
| 2121 Allston Way | Berkeley | CA | 94720 | PC | PJ Library 2012-2014 | $12,320 | |
| Jewish Federation Council of Greater Los Angeles | |||||||
| 6505 Wilshire Boulevard | LOS ANgeles | CA | 90048 | PC | Community-Based Jewish Teen Education Initiative (2015-2019) | $512,913 | |
| Jewish Federation Council of Greater Los Angeles | |||||||
| 6505 Wilshire Boulevard | Los Angeles | CA | 90048 | PC | High school affordability initiative | $576,733 | |
| Jewish Federation of Metropolitan chicago | |||||||
| 30 South Wells Street | CHICAGO | IL | 60606 | PC | Community-Based Jewish Teen Education Initiative: Jewish Spring Break Experiences for Teens (2015-2020) | $126,600 | |
| Jewish Federation of Silicon Valley | |||||||
| 14855 Oka Road | Los Gatos | CA | 95032 | PC | PJ Library 2012-2014 | $9,080 | |
| Jewish Funders Network | |||||||
| 150 West 30th Street Suite 900 | New York | NY | 10001 | PC | General Support of the 2016 Jewish Funders Network Conference | $18,000 | |
| Jewish LearningWorks | |||||||
| 601 14th Avenue | san Francisco | CA | 94118 | pc | Family Education and Engagement Initiative (2015-2017) | $125,000 | |
| Jewish Partisan Educational Foundation Inc | |||||||
| 2107 Van Ness Avenue Suite 302 | San Francisco | CA | 94109 | PC | General Operating Support | $10,000 | |
| Jewish Student Connection | |||||||
| 1945 Techny Road Unit 5 | Northbrook | IL | 60062 | PC | Bridge Funding (2014-2015) | $248,750 | |
| Jewish Theological Seminary of America | |||||||
| 3080 Broadway | New York | NY | 10027 | PC | JJF Education Initiative | $725,696 | |
| Join for Justice Inc | |||||||
| 359 Boylston Street Fourth Floor | BOSton | MA | 02116 | PC | Help support clergy leadership and organizing program | $2,500 | |
| Kehillah Jewish High School | |||||||
| 3900 Fabian Way | Palo Alto | CA | 94303 | PC | Scholarships in honor of Bobby and Fran lent | $10,000 | |
| Kehillah Jewish High School | |||||||
| 3900 Fabian Way | Palo Alto | CA | 94303 | PC | To support the academic program | $40,000 | |
| KEhillah Jewish High School | |||||||
| 3900 Fabian Way | PALO Alto | CA | 94303 | PC | General operating support and scholarships | $15,000 | |
| Kehillat Israel - Jewish Congregation of Pacific Palisades | |||||||
| 16019 W Sunset Boulevard | Pacific Palisades | CA | 90272 | PC | To support community service, scholarship programs and ECE teacher training | $30,000 | |
| Kehillat Israel - Jewish Congregation of Pacific Palisades | |||||||
| 16019 W Sunset Boulevard | Pacific Palisades | CA | 90272 | PC | Early Childhood Education | $2,000 | |
| Kenyon College | |||||||
| 106 College Park Drive | GAMBIER | OH | 43022 | PC | Kenyon College Hillel House programs and Birthright subsidies | $10,000 | |
| Keshet | |||||||
| 284 Amory Street | Jamaica Plain | MA | 02130 | PC | To Expand the Keshet Leadership Project to New York and Los Angeles (2014-2016) | $135,000 | |
| Kevah | |||||||
| 2095 Rose Street | Berkeley | CA | 94719 | PC | Support Growth in the Number of Kevah Groups and Kevah Educators in the San Francisco Bay Area, Boston and Denver (2014-2017) | $250,000 | |
| Limmud Bay Area | |||||||
| 2310 Homestead Road C1 428 | Los Altos | CA | 94024 | PC | General support | $5,000 | |
| Mayyim Hayyim Living Waters Community Mikveh and Education Center INC | |||||||
| 1838 Washington Street | NEWTON | MA | 02466 | PC | General support in honor of Peter and Beth Shapiro | $5,000 | |
| Mechon Hadar | |||||||
| 190 Amsterdam Avenue | New York | NY | 10023 | PC | Strategic Planning and General Operating Support (2015-2016) | $150,000 | |
| Moishe House | |||||||
| 441 Saxony Road Barn 2 | Encinitas | CA | 92024 | PC | Capacity Building Support (2015-2018) | $375,000 | |
| Moishe House | |||||||
| 441 Saxony Road Barn 2 | Encinitas | CA | 92024 | PC | Expanding a Proven Model for Young Adult Jewish Engagement and Education | $770,000 | |
| Moishe House | |||||||
| 441 Saxony Road Barn 2 | Encinitas | CA | 92024 | PC | Support for Bay Area Programing | $15,000 | |
| Moving Traditions | |||||||
| 261 Old York Road Suite 734 | Jenkintown | PA | 19046 | PC | Support for the Program Evaluation of Rosh Hodesh: It's a Girl Thing! | $15,000 | |
| National Center for Hebrew Charter School Excellence | |||||||
| 729 Seventh Avenue 9th Floor | New York | NY | 10019 | PC | General support for charter schools in California | $25,000 | |
| NATIOnal Center for Hebrew Charter School Excellence | |||||||
| 729 Seventh Avenue 9th Floor | NEW York | NY | 10019 | PC | Support Israel education in Hebrew charter schools | $5,000 | |
| Network for Research in Jewish Education Inc | |||||||
| One West Fourth Street | New York | NY | 10012 | PC | General Support of the 2014 NRJE Conference | $2,500 | |
| New Center for Arts and Culture Inc | |||||||
| 1320 Centre Street Suite 201 | Newton Center | MA | 02459 | PC | Support NOW - young adult programming | $2,500 | |
| New Israel Fund | |||||||
| 6 East 39th Street Suite 301 | NEW York | NY | 100160112 | PC | For the New Generations Program | $5,000 | |
| New Teacher Center | |||||||
| 725 Front Street Suite 400 | Santa Cruz | CA | 95060 | PC | Jewish New Teacher Project | $269,012 | |
| New York University | |||||||
| 70 Washington Square South 1216 | New York | NY | 10012 | PC | Jim Joseph Foundation Graduate Student Fellowships | $130,197 | |
| North American Council of the Museum of the History of Polish Jews Inc | |||||||
| 733 Park Avenue Suite 1 | NEW YOrk | NY | 10021 | PC | Training of six North American Jewish educators | $17,000 | |
| NY Soho Synagogue | |||||||
| 1347 Carroll Street | BROOKLYN | NY | 11213 | PC | Operating Funds | $10,000 | |
| Oshman Family Jewish Community Center | |||||||
| 3921 Fabian Way | PALO Alto | CA | 94303 | PC | OFJCC Zionism 3.0 | $5,000 | |
| Pardes Institute of Jewish Studies North America Inc | |||||||
| 5 West 37th Street Suite 802 | New York | NY | 10018 | PC | Pardes Center for Jewish Educators and the Pardes Educators Alumni Support Project (2014-2018) | $888,273 | |
| Peninsula Jewish Community Center | |||||||
| 800 Foster City boulevard | Foster City | CA | 94404 | PC | Camperships and/or Preschool Scholarships | $15,000 | |
| Peninsula Temple Beth El | |||||||
| 1700 Alameda de las Pulgas | San Mateo | CA | 94403 | PC | Creation of new music program for family Shabbat services | $35,000 | |
| Reboot Inc | |||||||
| 245 Russell Street Unit 20 | Hadley | MA | 01035 | PC | General Operating Support (2015-2018) | $750,000 | |
| Regents of the University of California at Berkeley | |||||||
| 2080 Addison Street 4200 | Berkeley | CA | 947204200 | PC | Berkeley Institute for Jewish Law and Israeli Studies | $277,000 | |
| Repair the World | |||||||
| 555 8th Avenue Suite 1703 | New York | NY | 10018 | PC | General Operating Support | $25,000 | |
| Repair the World | |||||||
| 555 8th Avenue Suite 1703 | New York | NY | 10018 | PC | General Operating Support for Repair the World (2014-2016) | $1,000,000 | |
| Ronald C Wornick Jewish Day School | |||||||
| 800 Foster City Boulevard Building | FOSTER CITY | CA | 94404 | PC | Scholarships | $5,000 | 830 |
| Rose Community Foundation | |||||||
| 600 South Cherry Street Suite 1200 | Denver | CO | 80246 | PC | Community-Based Jewish Teen Education Initiative (2014-2018) | $549,240 | |
| San Francisco Hillel Jewish Student Center | |||||||
| 33 Danbury Drive | SAn Francisco | CA | 94132 | PC | Citywide Expansion Campaign to help reestablish Hillel and the Hastings Jewish Law Students Association (HJLSA) at Hastings College of the Law | $18,000 | |
| San Francisco Hillel Jewish Student Center | |||||||
| 33 Danbury Drive | SAn Francisco | CA | 94132 | PC | San Francisco Hillel citywide expansion with an emphasis for the expansion of Jewish life at the University of San Francisco | $10,000 | |
| San Francisco Jewish Film Festival | |||||||
| 145 Ninth Street Suite 200 | SAn Francisco | CA | 94103 | PC | General Operating Support | $10,000 | |
| San Francisco Jewish Film Festival | |||||||
| 145 Ninth Street Suite 200 | SAn Francisco | CA | 94103 | PC | In support of young adult programming | $2,000 | |
| San Francisco Jewish Film Festival | |||||||
| 145 Ninth Street Suite 200 | SAn Francisco | CA | 94103 | PC | Programming for young adults in the Bay Area | $10,000 | |
| Sefaria Inc | |||||||
| 174 Hudson Street 6th Floor | New York | NY | 10013 | PC | General Operating Support (2015-2018) | $250,000 | |
| Storahtelling Lab Shul Inc | |||||||
| 125 Maiden Lane Suite 8B | NEW York | NY | 10038 | PC | General Support | $25,000 | |
| The Board of Trustees of the Leland Stanford Junior University | |||||||
| 450 Serra Mall | stanford | CA | 94305 | pc | The Berman Jewish Policy Archive: Jewish Survey Question Bank (2013-2018) | $59,257 | |
| The Board of Trustees of the Leland Stanford Junior University | |||||||
| 450 Serra Mall | Stanford | CA | 94305 | PC | Establish and provide financial support for the Concentration in Education and Jewish Studies | $136,000 | |
| The Board of Trustees of the Leland Stanford Junior University | |||||||
| 450 Serra Mall | Stanford | CA | 94305 | PC | Consortium for Applied Studies in Jewish Education (CASJE) 2.0 (2013-2019) | $255,000 | |
| The Board of Trustees of the Leland Stanford Junior University | |||||||
| 450 Serra Mall | stanford | CA | 94305 | PC | General support of Fall 2015 conference on Research in Religion and Education | $15,000 | |
| The Center for Jewish Campus Life Inc | |||||||
| 5655 Mayfield Avenue | STANford | CA | 94305 | PC | General Support to Stanford Hillel | $5,000 | |
| The Friends of the Israel Antiquities authority inc | |||||||
| 51 West 52nd Street 31st Floor | new york | NY | 10019 | PC | Educational programs associated with Dead Sea Scrolls new exhibit National Campus for the Archaeology of Israel opening April 2016 | $20,000 | |
| THE FRiends of the Israel Antiquities authority inc | |||||||
| 51 WEST 52ND STREET 31ST FLOOR | NEW York | NY | 10019 | PC | Educational programs associated with the Dead Sea Scrolls / archaeology of israel exhibit | $15,000 | |
| The Hillel Foundation at University of California -- Berkeley | |||||||
| 2736 Bancroft Way | Berkeley | CA | 94704 | PC | Berkeley Hillel Evaluation | $20,000 | |
| The Jewish Community Center of the North Shore Inc | |||||||
| 4 Community Road | Marblehead | MA | 01945 | PC | North Shore Teen Initiative (2012-2016) | $103,757 | |
| The Jewish Community Center of the North Shore Inc | |||||||
| 4 Community Road | Marblehead | MA | 01945 | PC | Inclusion of special needs children in camping | $7,500 | |
| The Jewish Community High School of the Bay | |||||||
| 1835 Ellis Street | San Francisco | CA | 94115 | PC | Scholarships in honor of BARRY AND ELLEN finestone | $18,000 | |
| The Jewish Community High School of the Bay | |||||||
| 1835 Ellis Street | San Francisco | CA | 94115 | PC | Scholarships | $40,000 | |
| The Jewish Federations of North America Inc | |||||||
| 25 Broadway Suite 1700 | new york | NY | 10004 | pc | 2015 Memorial Day Flood Emergency Funding - Houston, Texas | $150,000 | |
| The Jewish Studio Project | |||||||
| 1322 Alcatraz Avenue | BERKELEY | CA | 94702 | PC | General operating support | $5,000 | |
| The Shalom Hartman Institute of North America | |||||||
| One Pennsylvania Plaza Suite 1606 | New York | NY | 10119 | PC | Support for Hartman Campus Program/Initiative | $25,000 | |
| The Wexner Foundation | |||||||
| 8000 Walton Parkway Suite 110 | New Albany | OH | 43054 | Pf | Wexner Graduate Fellowship/Davidson Scholars Program | $764,813 | |
| Tivnu Building Justice | |||||||
| 7971 SE 11th Avenue | PORTLAND | OR | 97202 | PC | General support | $2,500 | |
| Tivnu Building Justice | |||||||
| 7971 SE 11th Avenue | PORTLAND | OR | 97202 | PC | General support of Tivnu in Seattle | $15,000 | |
| Union for Reform Judaism | |||||||
| 633 Third Avenue | NEW York | NY | 100176778 | PC | URJ Camp Newman in honor of Jim Heeger and Darryl Messinger's service and leadership | $18,000 | |
| Union for Reform Judaism | |||||||
| 633 Third Avenue | NEW York | NY | 100176778 | PC | General support | $10,000 | |
| Union for Reform Judaism | |||||||
| 633 Third Avenue | NEW York | NY | 100176778 | PC | For URJ Camp Newman in honor of Daryl Messinger and Jim Heeger | $5,000 | |
| UNION FOR REFORM JUDAISM | |||||||
| 633 Third Avenue | NEW York | NY | 100176778 | PC | Teen involvement in The Religious Action Center of Reform Judaism's West Coast Initiative to strengthen social justice education and engagement | $30,000 | |
| United Jewish Appeal Federation of Jewish Philanthropies of NY Inc | |||||||
| 130 East 59th Street | New York | NY | 10022 | PC | New York Day School Challenge Fund | $1,000,000 | |
| United Jewish Appeal Federation of Jewish Philanthropies of NY Inc | |||||||
| 130 East 59th Street | New York | NY | 10022 | PC | Jewish Summer Experiences for Teens (2014-2018) | $1,016,961 | |
| UNITed Jewish Appeal Federation of Jewish Philanthropies of NY Inc | |||||||
| 130 East 59th Street | NEW York | NY | 10022 | PC | To Support Jewish Evaluation Network | $30,000 | |
| United Jewish Federation of San Diego | |||||||
| 4950 Murphy Canyon Road | SAN DIEGO | CA | 92123 | PC | Community-Based Jewish Teen Education Initiative (2015-2020) | $183,281 | |
| United Synagogue of Conservative Judaism | |||||||
| 820 Second Avenue 10th Floor | NEW York | NY | 10017 | PC | Recruitment for USY Immersive Experiences | $50,000 | |
| University of San Francisco | |||||||
| 2130 Fulton Street | SAN Francisco | CA | 94117 | PC | For the Jewish Studies Program's Diversity of Jewish Identity speaker series | $20,000 | |
| Upstart Bay Area | |||||||
| 560 Mission Street Suite 1395 | San Francisco | CA | 94105 | PC | Operating Support | $10,000 | |
| Urban Adamah | |||||||
| 1050 Parker Street | Berkeley | CA | 94710 | PC | General Operating Support | $24,000 | |
| Yeshiva University | |||||||
| 500 West 185th Street | New York | NY | 10033 | PC | JJF Education Initiative | $691,268 | |
| Yeshivat Chovevei Torah Rabbinical School Ltd | |||||||
| 3700 Henry Hudson Parkway Second | Riverdale | NY | 10463 | PC | Organizational Capacity Building Challenge Grant | $50,000 | Floor |
| Yeshivat Chovevei Torah Rabbinical School Ltd | |||||||
| 3700 Henry Hudson Parkway Second | Riverdale | NY | 10463 | PC | Organizational Capacity Building Challenge Grant (2013-2015) | $467,825 | Floor |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $38,034,705 | TotalGrantOrContriPdDurYrAmt |
Grant Or Contri Apprv For Fut GrantOrContriApprvForFutGrp (19 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|
| ALPha Epsilon Pi Foundation Inc | |||||||
| 8815 Wesleyan Road | INDianapolis | IN | 46268 | PC | Hineni Conference and Jewish Identity Enrichment Initiative (2015-2017) | $175,000 | |
| AMERican Friends of Livnot U'Lehibanot | |||||||
| 1046 Cornwall C | BOCA Raton | FL | 33434 | PC | Northern Exposure and Emerging Jewish Leaders Project | $150,000 | |
| B'nai B'rith Youth Organization Inc | |||||||
| 800 Eighth Street NW | WAShington | DC | 20001 | PC | BBYO Directors of Jewish Enrichment and Capacity Building Planning (2015-2016) | $361,961 | |
| B'nai B'rith Youth Organization Inc | |||||||
| 800 Eighth Street NW | WASHington | DC | 20001 | PC | Summit on Jewish Teens and Scholarships for the BBYO International Convention (2015-2016) | $125,000 | |
| Brandeis University | |||||||
| 415 South Street | Waltham | MA | 02454 | PC | Summer Institute for Israel Studies (2015-2018) | $350,000 | |
| FOUndation for Jewish Camp Inc | |||||||
| 253 West 35th Street 4th Floor | NEW York | NY | 10001 | PC | Hiddur Initiative: Enhancing Jewish Learning and Growth in Jewish Camps (2015-2019) | $657,650 | |
| GEORge Washington University | |||||||
| 2121 I Street NW | WASHington | DC | 20052 | PC | Development Long-Term Outcomes and Survey Measures (2015-2016) | $43,000 | |
| HAZon Inc | |||||||
| 125 Maiden Lane Suite 8B | NEW YOrk | NY | 10038 | PC | Jewish Outdoor, Food, and Environmental Education (JOFEE) (2015-2019) | $2,327,194 | |
| Ikar | |||||||
| 5042 Wilshire Boulevard 418 | Los Angeles | CA | 90036 | PC | Rabbinic Fellowship in Jewish Innovation (2016-2020) | $3,168,000 | |
| INSTitute of Southern Jewish Life Inc | |||||||
| 4915 I-55 North Suite 100A | JACKson | MS | 39206 | PC | Education Fellow Program (2016-2018) | $300,000 | |
| Israel Education Resource Center Inc | |||||||
| 85 Revere Drive Suite I | NOrthbrook | IL | 60062 | PC | Capacity Building Support To Fund Key Initiatives and Organizational Capacity (2016-2018) | $2,000,000 | |
| Israel Institute Inc | |||||||
| 1250 Eye Street NW Suite 710 | WASHington | DC | 20005 | PC | Israel Advanced Academic Workshops (2016-2018) | $487,500 | |
| Israel on Campus Coalition | |||||||
| 800 8th Street NW | WASHington | DC | 20001 | PC | Academic Engagement Network (2015-2017) | $500,000 | |
| Jewish LearningWorks | |||||||
| 601 14th Avenue | san Francisco | CA | 94118 | pc | Family Education and Engagement Initiative (2015-2017) | $125,000 | |
| Mechon Hadar | |||||||
| 190 Amsterdam Avenue | NEW York | NY | 10023 | PC | STRATEGIC PLANNING AND GENERAL OPERATING SUPPORT (2015-2016) | $200,000 | |
| Reboot Inc | |||||||
| 245 Russell Street Unit 20 | Hadley | MA | 01035 | PC | General Operating Support (2015-2018) | $950,000 | |
| SEfaria Inc | |||||||
| 174 Hudson Street 6th Floor | NEW YOrk | NY | 10013 | PC | General Operating Support (2015-2018) | $250,000 | |
| YESHIVAT Chovevei Torah Rabbinical School Ltd | |||||||
| 3700 Henry Hudson Parkway SECOND | RIVERDALE | NY | 10463 | PC | Organizational Capacity Building Challenge Grant (2013-2015) | $24,475 | FLOOR |
| YESHIVAT Chovevei Torah Rabbinical School Ltd | |||||||
| 3700 HENRY HUDSON PARKWAY SECOND | RIVerdale | NY | 10463 | PC | Strategic Planning Support (2015-2016) | $150,000 | FLOOR |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Apprv Fut | $12,344,780 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $75,248 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $3,703,514 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $1,477,281 | ExclusionAmt |
Other Revenue Described OtherRevenueDescribedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | income from affiliates | Desc |
| Exclusion | 16 | ExclusionCd |
| Exclusion | $51,694,908 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $56,950,951 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $56,950,951 | 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 |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | TAX AND ACCOUNTING | CategoryTxt |
| Amt | $237,325 | Amt |
| Net Investment Income | $119,913 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $117,413 | DisbursementsCharitablePrpsAmt |
Expenditure Responsibility Stmt ExpenditureResponsibilityStmt
Expenditure Responsibility ExpenditureResponsibilityGrp
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | WEXNER FOUNDATION | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 8000 WALTON PARKWAY SUITE 110 | AddressLine1Txt |
| City | NEW ALBANY | CityNm |
| State Abbreviation | OH | StateAbbreviationCd |
| ZIP | 43054 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant | 2012-02-05 | GrantDt |
| Grant | $4,846,000 | GrantAmt |
| Purpose Of Grant | FOR THE ENHANCEMENT OF THE WEXNER GRADUATE FELLOWSHIP / DAVIDSON SCHOLARS PROGRAM | PurposeOfGrantTxt |
| Expended By Grantee | $764,813 | ExpendedByGranteeAmt |
| Any Diversion By Grantee | NONE | AnyDiversionByGranteeTxt |
| Dates Of Reports By Grantee | THE GRANTEE SUBMITTED FULL AND COMPLETE REPORTS ON 12/8/15 | DatesOfReportsByGranteeTxt |
| Verification | 2015-12-08 | VerificationDt |
| Results Of Verification | THE GRANTOR HAS NO REASON TO DOUBT THE ACCURACY OR RELIABILITY OF THE REPORT FROM THE GRANTEE; THEREFORE NO INDEPENDENT VERIFICATION OF THE REPORT WAS MADE. | ResultsOfVerificationTxt |
General Explanation Attachment GeneralExplanationAttachment
General Explanation GeneralExplanationGrp (4 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | Medium ExplanationMediumExplanationTxt | IdentifierIdentifierTxt |
|---|---|---|
| tangible property regulations elections: | 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. | |
| PART VII-B, LINE 1A(3) | DURING 2015, THE FOUNDATION MADE PAYMENTS FOR LEGAL SERVICES TO MANATT, PHELPS & PHILLIPS TOTALING $27,196. ALVIN LEVITT, PRESIDENT OF THE BOARD OF DIRECTORS OF THE FOUNDATION, IS A principal AT MANATT, PHELPS & PHILLIPS. | |
| PART VIII & in addition to stmt 15- LIST OF OFFICERS, DIRECTORS, TRUSTEEPART | *ALVIN LEVITT ALSO RECEIVED $90,940 FROM INTERLAND growth, LP, A 100% OWNED PARTNERSHIP OF THE FOUNDATION, FOR CONSULTATION SERVICES PROVIDED TO THE FOUNDATION AS A MEMBER OF TNE REAL ESTATE COMMITTEE. THE BOARD OF DIRECTORS REVIEWED AND APPROVED THE REASONABLENESS OF THE COMPENSATION BASED ON THE INDEPENDENT CONTRACTOR'S REPORT.*DONALD LEWIS ALSO RECEIVED $90,940 FROM INTERLAND GRowth, LP, A 100% OWNED PARTNERSHIP OF THE FOUNDATION, CONSULTATION SERVICES PROVIDED TO THE FOUNDATION AS A MEMBER OF THE REAL ESTATE COMMITTEE. THE BOARD OF DIRECTORS reVIEWED AND APPROVED THE REASONABLENESS OF THE COMPENSATION bASED ON THE INDEPENDENT CONTRACTOR'S REPORT.*DAN SAFIER ALSO RECEIVED $90,940 FROM INTERLAND Growth, LP, A 100% OWNED PARTNERSHIP OF THE FOUNDATION, FOR CONSULTATION SERVICES PROVIDED TO THE FOUNDATION AS A MEMBER of the REAL ESTATE COMMITTEE. THE BOARD OF DIRECTORS REVIEWED AND APPROVED THE REASONABLENESS OF THE COMPENSATION BASED ON THE INDEPENDENT CONTRACTOR'S REPORT. | |
| PART VII-A, LINE 11 | TRANSFERS TO CONTROLLED ENTITIESINTERLAND CAPTIAL1590 DREW AVENUE, SUITE 200DAVIS, CA 95618CONTRIBUTION CAPITAL TO S CORPORATION88-0380034$295,000INTERLAND GROWTH, LP1590 DREW AVENUE, SUITE 200DAVIS, CA 95618CONTRIBUTION CAPITAL TO PARTNERSHIP88-0378850$58,705,000TRANSFERS FROM CONTROLLED ENTITIESINTERLAND CAPTIAL1590 DREW AVENUE, SUITE 200DAVIS, CA 95618S CORPORATION DISTRIBUTION88-0380024$415,000INTERLAND COMMUNITIES1590 DREW AVENUE, SUITE 200DAVIS, CA 95618S CORPORATION DISTRIBUTION94-2580849$40,000INTERLAND GROWTH, LP1590 DREW AVENUE, SUITE 200DAVIS, CA 95618PARTNERSHIP DISTRIBUTION88-0378850$82,585,000JRT WHARF PLAZA I & II, LLC1590 DREW AVENUE, SUITE 200DAVIS, CA 95618PARTNERSHIP DISTRIBUTION80-0100507$430,161LIST OF CONTROLLED ENTITIESINTERLAND CAPTIAL1590 DREW AVENUE, SUITE 200DAVIS, CA 9561888-0380034EXCESS BUSINESS HOLDINGS: NOINTERLAND GROWTH, LP1590 DREW AVENUE, SUITE 200DAVIS, CA 9561888-0378850EXCESS BUSINESS HOLDINGS: NOINTERLAND COMMUNITIES1590 DREW AVENUE, SUITE 200DAVIS, CA 9561894-2580849EXCESS BUSINESS HOLDINGS: NOJRT WHARF PLAZA I & II, LLC1590 DREW AVENUE, SUITE 200DAVIS, CA 9561880-0100507EXCESS BUSINESS HOLDINGS: NO | CONTROLLED ENTITIES |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp (3 entries)
| BondBondNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| Dodge & Cox Income Fund | $23,812,603 | $23,812,603 |
| Income Research & Management (IRM) | $0 | $0 |
| Vanguard Short-Term Treasury Fund | $22,543,225 | $22,543,225 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (14 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| Causeway Emerging Markets | $12,687,600 | $12,687,600 |
| Convexity Capital Offshore L.P. | $8,644,394 | $8,644,394 |
| Convexity Capital Offshore L.P. | $3,379,848 | $3,379,848 |
| DFA Emerging Markets Value Fund | $10,964,484 | $10,964,484 |
| Dodge & Cox Int'l. Stock Fund | $31,068,018 | $31,068,018 |
| Euro Pacific Growth Fund | $15,517,167 | $15,517,167 |
| RYDER COURT GLOBAL EMERGING MARKETS OPP FUND | $13,733,313 | $13,733,313 |
| Mayo Capital | $0 | $0 |
| Nippon Value Investors Japanese Equity Trust | $11,882,425 | $11,882,425 |
| Sprucegrove US International Inv. Fund | $16,217,314 | $16,217,314 |
| Vanguard S&P 500 ETF | $16,519,761 | $16,519,761 |
| Vanguard Total World Stock Idx Ist | $0 | $0 |
| Vulcan Value Partners | $12,869,528 | $12,869,528 |
| Wellington Trust Company | $0 | $0 |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (73 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| Adage Capital Partners, L.P. | FMV | $53,936,772 | $53,936,772 |
| Bennett Offshore Restructuring Fund | FMV | $0 | $0 |
| CA Res. Fund Series Bain X-Core | FMV | $887,624 | $887,624 |
| CA Res.Fund Series Bain X-CoInvest | FMV | $119,432 | $119,432 |
| CA Resources Fund Bain Europe III | FMV | $1,542,108 | $1,542,108 |
| Carlyle Venture II | FMV | $491,452 | $491,452 |
| Cerberus Asia Partners, L.P. (Series I) | FMV | $1,863 | $1,863 |
| Cerberus Asia Partners, L.P.(Series II) | FMV | $518,125 | $518,125 |
| Cerberus Inst. Overseas IV, Ltd. | FMV | $1,917,970 | $1,917,970 |
| Cerberus Inst. Partners, L.P.(Series II) | FMV | $65,698 | $65,698 |
| Data Collective III, LP | FMV | $1,540,571 | $1,540,571 |
| Davidson Kempner | FMV | $4,655,255 | $4,655,255 |
| DFJ Venture XI, L.P. | FMV | $1,866,032 | $1,866,032 |
| Dialectic Offshore, Inc. | FMV | $0 | $0 |
| Elliott International Ltd. ($5M) | FMV | $11,869,768 | $11,869,768 |
| Encap Energy Capital Fund IX | FMV | $1,926,209 | $1,926,209 |
| EnCAP Energy Capital Fund VII-B, LP | FMV | $350,409 | $350,409 |
| EnCAP Energy Capital Fund VIII, L.P. | FMV | $1,146,504 | $1,146,504 |
| Fir Tree Int'l. Value Fund, Ltd. | FMV | $4,489,407 | $4,489,407 |
| Fortelus Special Situations Fund, Ltd. | FMV | $409,639 | $409,639 |
| G/S Capital 2000 | FMV | $526,840 | $526,840 |
| G/S Capital Vintage II | FMV | $445,469 | $445,469 |
| Glenview Capital Partners (Cayman) | FMV | $2,874,986 | $2,874,986 |
| Glenview Capital Partners (Cayman)-G | FMV | $4,408,937 | $4,408,937 |
| Greenlight Capital Offshore | FMV | $7,359,967 | $7,359,967 |
| GS Vintage Fund V (Offshore), L.P. | FMV | $872,431 | $872,431 |
| Hellman & Friedman VII | FMV | $2,554,610 | $2,554,610 |
| Hildene Opportunities Offshore II, LTD. | FMV | $2,656,071 | $2,656,071 |
| Hildene TARP Opportunities Fund, LLC | FMV | $3,028,481 | $3,028,481 |
| Indus Asia Pacific Master Fund, Ltd. | FMV | $71,223 | $71,223 |
| Kayne Anderson Energy Fund V | FMV | $1,165,681 | $1,165,681 |
| Kayne Anderson Energy Fund VI, L.P. | FMV | $2,262,002 | $2,262,002 |
| King Street Capital, Ltd. | FMV | $37,015 | $37,015 |
| Knighthead Offshore Fund, Ltd. | FMV | $3,677,146 | $3,677,146 |
| Legacy Venture II | FMV | $577,445 | $577,445 |
| Legacy Venture IV | FMV | $5,638,894 | $5,638,894 |
| Legacy Venture V (QP), LLC | FMV | $5,378,605 | $5,378,605 |
| Legacy Venture VI (QP), LLC | FMV | $5,145,827 | $5,145,827 |
| Legacy Venture VII | FMV | $976,466 | $976,466 |
| Marlin Equity IV | FMV | $514,935 | $514,935 |
| Mason Capital, Ltd. | FMV | $6,090,283 | $6,090,283 |
| New Enterprise Assoc. (NEA 14) | FMV | $3,531,710 | $3,531,710 |
| NORTHGATE VENTURE GROWTH I | FMV | $1,771,491 | $1,771,491 |
| NORTHGATE VENTURE GROWTH II | FMV | $772,747 | $772,747 |
| Oaktree Opportunities Fund VIII | FMV | $513,260 | $513,260 |
| Oaktree Opportunities Fund VIII-B | FMV | $846,799 | $846,799 |
| Owl Creek Overseas Fund Ltd. | FMV | $5,962,567 | $5,962,567 |
| Passport Offshore Ltd./SPV | FMV | $586 | $586 |
| Permit Capital Mortgage Fund, L.P. (G) | FMV | $369,263 | $369,263 |
| Permit Capital Mortgage Fund, L.P. (I) | FMV | $895,292 | $895,292 |
| Pershing Square International, Ltd. | FMV | $0 | $0 |
| Pomona Capital V | FMV | $434,304 | $434,304 |
| Resource Capital Fund V, L.P. | FMV | $702,235 | $702,235 |
| Resource Capital VI | FMV | $1,252,601 | $1,252,601 |
| Sankaty Credit Opportunities IV, LP | FMV | $300,752 | $300,752 |
| Sentinel Capital Partners V, LP | FMV | $1,024,693 | $1,024,693 |
| Serent Capital II, L.P. | FMV | $874,357 | $874,357 |
| Shepherd Investments Int'l. Ltd.(Stark) | FMV | $55,327 | $55,327 |
| Taconic Offshore Fund 1.5 | FMV | $5,947,998 | $5,947,998 |
| Theleme Fund Ltd. | FMV | $6,185,107 | $6,185,107 |
| Thomas Weisel L.P. | FMV | $44,017 | $44,017 |
| Valinor Capital Partners | FMV | $5,888,015 | $5,888,015 |
| Vintage Investment Partners VI (Cayman) LP | FMV | $1,006,587 | $1,006,587 |
| Vintage Investment Partners VII (Cayman) LP | FMV | $253,433 | $253,433 |
| Vintage Venture Partners IV, L.P. | FMV | $928,070 | $928,070 |
| ATALAYA CAPITAL VI, LLC | FMV | $748,429 | $748,429 |
| CERBERUS R2 HOLDINGS LLC | FMV | $10,006 | $10,006 |
| ENCAP ENERGY CAPITAL FUND X | FMV | $152,025 | $152,025 |
| INSIGHT VENTURE PARTNERS IX, L.P | FMV | $687,115 | $687,115 |
| LEERINK REVELATION HEALTHCARE FUND I, L.P | FMV | $1,470,888 | $1,470,888 |
| NEW ENTERPRISE ASSOC. (NEA 15) | FMV | $1,160,212 | $1,160,212 |
| NEW WATER CAPITAL PARTNERS, L.P | FMV | $53,132 | $53,132 |
| ORBIMED INVESTMENTS | FMV | $162,422 | $162,422 |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | legal | CategoryTxt |
| Legal Fees | $30,533 | LegalFeesAmt |
| Net Investment Income | $7,208 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $21,779 | DisbursementsCharitablePrpsAmt |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp (3 entries)
| DescDesc | BOY Book ValueBOYBookValueAmt | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| DEPOSITS AND OTHER A/R | $3,805,412 | $8,170 | $8,170 |
| INVESTMENT IN REAL ESTATE | $638,536,550 | $682,220,548 | $682,220,548 |
| DEFINED BENEFIT PLAN | $447,126 | $483,363 | $483,363 |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | MINORITY INTEREST | Desc |
| Amt | $39,959 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (22 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| INSURANCE | $39,360 | $7,696 | $33,351 |
| EMPLOYEE RECRUITING | $2,870 | $0 | $2,906 |
| OFFICE SUPPLIES | $15,415 | $7,512 | $7,903 |
| BANK FEES | $27,122 | $6,035 | $19,451 |
| OFFICE FURNITURE & EQUIPMENT | $28,771 | $11,548 | $17,664 |
| MAIL, COURIER & POSTAGE | $15,635 | $3,577 | $12,058 |
| TELEPHONE | $94,220 | $50,669 | $42,350 |
| AUTO | $3,208 | $105 | $3,654 |
| MEALS AND ENTERTAINMENT | $35,989 | $15,167 | $26,738 |
| OFFICE UTILITIES | $136,011 | $0 | $135,911 |
| SUBS., DUES, AND MEMBERSHIPS | $82,625 | $22,865 | $60,220 |
| LICENSES AND FEES | $4,758 | $4,523 | $235 |
| EDUCATION | $44,303 | $16,176 | $25,686 |
| EMPLOYEE WELFARE | $13,736 | $4,352 | $8,984 |
| EMPLOYEE CONSUMABLES | $6,615 | $4,463 | $2,150 |
| AUDIT VALUATION | $47,600 | $23,800 | $23,800 |
| MISCELLANEOUS EXPENSE | $15,093 | $11,987 | $2,994 |
| COMPUTER EXPENDITURES | $97,355 | $35,266 | $78,441 |
| INVESTMENT ANALYSIS EXPENSES | $900 | $900 | $0 |
| NET ASSET WRITE OFF | $22,069 | $5,155 | $0 |
| PORTFOLIO DEDUCTIONS FROM PARTNERSHIPS | $0 | $2,967,105 | $0 |
| OFFICE JANITORIAL | $4,800 | $4,800 | $0 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (4 entries)
| DescDesc | Net Investment IncomeNetInvestmentIncomeAmt | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Adjusted Net IncomeAdjustedNetIncomeAmt |
|---|---|---|---|
| other partnership income | $11,445,224 | ||
| FOREIGN DIVIDEND INCOME | $2,311,599 | ||
| income from affiliates | $1,853,684 | ||
| income from affiliates | $51,694,908 | $51,694,908 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | UNREALIZED GAINS | Desc |
| Amt | $2,651,071 | Amt |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail (2 entries)
| DescDesc | BOY Book ValueBOYBookValueAmt | EOY Book ValueEOYBookValueAmt |
|---|---|---|
| DEFERRED TAX | $12,725,244 | $11,693,438 |
| OTHER LONG TERM LIABILITY | $470,000 | $530,000 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| CONSULTING | $709,720 | $19,467 | $693,755 |
| investment management fees | $1,474,321 | $1,474,321 | $0 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (4 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FEDERAL EXCISE TAXES | $1,806,218 | $0 | $0 |
| FOREIGN TAXES PAID | $0 | $170,077 | $0 |
| PROPERTY TAXES | $5,870 | $1,346 | $4,525 |
| OTHER TAXES | $0 | $6,800 | $0 |
Transfers Frm Controlled Entities TransfersFrmControlledEntities
Transfers From Controlled Ent TransfersFromControlledEntGrp (4 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | EINEIN | DescDesc | AmtAmt |
|---|---|---|---|---|---|---|
| INTERLAND CAPITAL | ||||||
| 1590 DREW AVENUE SUITE 200 | DAVIS | CA | 95618 | 880380024 | S CORPORATION DISTRIBUTION | $295,000 |
| INTERLAND COMMUNITIES | ||||||
| 1590 DREW AVENUE SUITE 200 | DAVIS | CA | 95618 | 942580849 | S CORPORATION DISTRIBUTION | $0 |
| INTERLAND GROWTH LP | ||||||
| 1590 DREW AVENUE SUITE 200 | DAVIS | CA | 95618 | 880378850 | PARTNERSHIP DISTRIBUTION | $58,705,000 |
| JRT WHARF PLAZA I & II LLC | ||||||
| 1590 DREW AVENUE SUITE 200 | DAVIS | CA | 95618 | 800100507 | PARTNERSHIP DISTRIBUTION | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $83,470,161 | TotalAmt |
Transfers To Controlled Entities TransfersToControlledEntities
Transfers To Controlled Ent TransfersToControlledEntGrp (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | EINEIN | DescDesc | AmtAmt |
|---|---|---|---|---|---|---|
| INTERLAND CAPITAL | ||||||
| 1590 DREW AVENUE SUITE 200 | DAVIS | CA | 95618 | 880380024 | CONTRIBUTION CAPITAL TO S CORPORATION | $295,000 |
| INTERLAND GROWTH LP | ||||||
| 1590 DREW AVENUE SUITE 200 | DAVIS | CA | 95618 | 880378850 | CONTRIBUTION CAPITAL TO PARTNERSHIP | $58,705,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $59,000,000 | TotalAmt |