2015-02-12T18:07:50-06:00 2014-06-30 990 2013-07-01 412128778 JOSEPH PEDOTT PERPETUAL ENDOWMENT TRUST JOSE 4157770411 121 STEUART STREET SAN FRANCISCO CA 941051236 HOLDEN LEE CHIEF FINANCIAL OFFICER - JCF 4157770411 2015-02-09 2013 2016-03-07 17:11:31Z JOSEPH PEDOTT 121 STEUART STREET SAN FRANCISCO CA 941051236 99643 0 X N/A X 2004 CA SUPPORTS CHARITABLE, EDUCATIONAL, & RELIGIOUS PURPOSES OF JEWISH COMM FEDERATION OF SF. 5 3 0 0 0 0 0 0 0 0 144302 68916 0 0 144302 68916 104500 106000 0 0 0 0 0 0 0 25873 31617 130373 137617 13929 -68701 2094233 2186267 10939 5375 2083294 2180892 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 106000 106000 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. 106000 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 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 0 0 0 0 0 0 0 0 0 0 0 0 0 X 5 3 1 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 0 0 0 CA X X HOLDEN LEE CFO 4157770411 121 STEUART STREET SAN FRANCISCO CA 941051236 JOSEPH PEDOTT PRESIDENT, TRUSTEE 1.00 X X 0 0 0 JAMIE STRAUSZ-CLARK VICE PRESIDENT, TRUSTEE 1.00 X X 0 0 0 SHERRY ETTELSON VICE PRESIDENT, TRUSTEE 1.00 X X 0 0 0 PHYLLIS COOK TRUSTEE 1.00 X 0 66000 0 MARK REISBAUM SECRETARY/TREASURER, TRUST 1.00 37.50 X X 0 223327 19996 CAROL KATZ VICE PRESIDENT 1.00 X 0 0 0 ERIC ALCOULOUMRE VICE PRESIDENT 1.00 X 0 0 0 DEBBIE ALCOULOUMRE VICE PRESIDENT 1.00 X 0 0 0 0 289327 19996 0 0 1 0 0 69663 69663 29980 30727 -747 -747 -747 68916 0 0 68916 106000 106000 9599 9599 ADMINISTRATIVE FEE 21334 21334 TRAVEL EXPENSE 338 338 CATERING 286 286 FEES & LICENSING 60 60 137617 106000 31617 0 175471 6758 1918762 2179509 2094233 2186267 10939 5375 10939 5375 X 2083294 2180892 2083294 2180892 2094233 2186267 -68701 166299 0 X 0 1 X 1 0 X X X 0 0 0 JEWISH COMMUNITY FEDERATION OF SF 941156533 7 1 1 1 0 1 0 1 CHILDREN'S EMPOWERMENT INC 480 COLLINS AVENUE SUITE J COLMA CA 94014 943329561 25000 GENERAL OPERATING SUPPORT THE UNIVERSITY CORPORATION SAN FRANCISCO STATE PO BOX 320160 SAN FRANCISCO CA 941320160 941384645 20500 GUARDIAN SCHOLARS PROGRAM AT SFSU COLLEGE SUMMIT NORTHERN CALIFORNIA 703 MARKET STREET SUITE 205 SAN FRANCISCO CA 941032102 522007028 15000 NORTHERN CALIFORNIA PROGRAMMING JUMA VENTURES 131 STEUART STREET 201 SAN FRANCISCO CA 941051242 943203203 15000 GENERAL SUPPORT -BAY AREA PATHWAYS TO ADVANCEMENT PROGRAM SUMMER SEARCH FOUNDATION 500 SANSOME STREET SUITE 350 SAN FRANCISCO CA 94111 680200138 20000 GENERAL OPERATING SUPPORT FOR SAN FRANCISCO PROGRAMMING SCHOLARMATCH INC 849 VALENCIA STREET SAN FRANCISCO CA 94110 454985621 5500 COLLEGE SUCCESS PROGRAM 6 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 MARK REISBAUM SECRETARY/TREASURER, TRUST 0 223327 0 0 0 0 0 6741 0 13255 0 243323 0 0 PART I, LINE 3 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 PARTY, THE JEWISH COMMUNITY FEDERATION OF SAN FRANCISCO, THE PENINSULA, MARIN AND SONOMA COUNTIES ('JCF'). 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 A, LINE 2 ERIC ALCOULOUMRE AND DEBBIE ALCOULOUMRE ARE BROTHER AND SISTER. JAMIE STRAUSZ-CLARK, SHERRY ETTELSON, AND DEBBIE ALCOULOUMRE ARE THE NIECES OF JOSEPH PEDOTT. ERIC ALCOULOUMRE IS THE NEPHEW OF JOSEPH PEDOTT. FORM 990, PART VI, SECTION B, LINE 11 THE FORM 990 IS PREPARED BASED ON AUDITED CONSOLIDATED FINANCIAL STATEMENTS AND WITH THE ASSISTANCE OF THE RELATED PARTY'S FINANCE AND ACCOUNTING STAFF. THE FINAL DRAFT OF THE 990 IS REVIEWED BY THE TREASURER. THE PRESIDENT AND/OR OTHER OFFICERS RECEIVE THE FINAL VERSION OF THE FORM 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 C, LINE 19 THE ORGANIZATION IS A PART OF THE JEWISH COMMUNITY FEDERATION, A RELATED PARTY, 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. 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 1C, 2B, 3B, 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 J, QUESTION 1A, 1B, 2, 3, 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 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 JEWISH COMMUNITY FEDERATION OF SAN FRANCISCO M 21334 CASH VALUE