SHIMON BEN JOSEPH FOUNDATION: Form 990PF, tax year 2014
View the entire original 990 at ProPublica ↗
- Organization
- SHIMON BEN JOSEPH FOUNDATION (EIN 33-1114104)
- Tax period
- 2014-01-01 to 2014-12-31
- Filed
- 2015-11-13
- IRS object ID
- 201523179349101882
- Schema version
- 2014v5.0
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- 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 | 2015-11-13T15:36:44-06:00 | ReturnTs |
| Tax Period End | 2014-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 861065772 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | DELOITTE TAX LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 555 MISSION STREET | AddressLine1Txt |
| City | SAN FRANCISCO | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 94105 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2014-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 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 | ALVIN LEVITT | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 4156588730 | PhoneNum |
| Signature | 2015-11-09 | 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 | 2014 | TaxYr |
| Build TS | 2016-02-25 16:41:14Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $1,123,283,923 | FMVAssetsEOYAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $180 | ContriRcvdRevAndExpnssAmt |
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Interest On Sav Rev And Expnss | $563,395 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $563,395 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $3,366,195 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $3,133,799 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | -$1,210,967 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $227,727,705 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $50,403,903 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $28,004,301 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $14,060,106 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $30,723,104 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $68,161,203 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $1,454,701 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $482,656 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $972,046 | CompOfcrDirTrstDsbrsChrtblAmt |
| Oth Empl Slrs Wgs Rev And Expnss | $2,523,847 | OthEmplSlrsWgsRevAndExpnssAmt |
| Oth Empl Slrs Wgs Net Invst Incm | $1,120,845 | OthEmplSlrsWgsNetInvstIncmAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $1,392,814 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Pension Empl Bnft Rev And Expnss | $340,562 | PensionEmplBnftRevAndExpnssAmt |
| Pension Empl Bnft Net Invst Incm | $209,773 | PensionEmplBnftNetInvstIncmAmt |
| Pension Empl Bnft Dsbrs Chrtbl | $112,871 | PensionEmplBnftDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $32,083 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $17,996 | LegalFeesNetInvstIncmAmt |
| Legal Fees Dsbrs Chrtbl | $13,453 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $194,179 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $98,603 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $115,019 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $2,258,646 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $1,986,370 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $251,192 | OtherProfFeesDsbrsChrtblAmt |
| Interest Dsbrs Chrtbl | $1,258,639 | InterestDsbrsChrtblAmt |
| Taxes Rev And Expnss | $1,827,680 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $221,163 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $5,124 | TaxesDsbrsChrtblAmt |
| Deprec And Dpltn Rev And Expnss | $165,098 | DeprecAndDpltnRevAndExpnssAmt |
| Deprec And Dpltn Net Invst Incm | $34,990 | DeprecAndDpltnNetInvstIncmAmt |
| Occupancy Rev And Expnss | $201,699 | OccupancyRevAndExpnssAmt |
| Occupancy Net Invst Incm | $0 | OccupancyNetInvstIncmAmt |
| Occupancy Dsbrs Chrtbl | $202,237 | OccupancyDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $185,603 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Net Invst Incm | $32,642 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $160,297 | TravConfMeetingDsbrsChrtblAmt |
| Printing And Pub Rev And Expnss | $4,789 | PrintingAndPubRevAndExpnssAmt |
| Printing And Pub Net Invst Incm | $1,625 | PrintingAndPubNetInvstIncmAmt |
| Printing And Pub Dsbrs Chrtbl | $3,164 | PrintingAndPubDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $678,528 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $2,807,073 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $486,514 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $9,867,415 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $7,013,736 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $4,973,370 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $32,109,730 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $35,236,937 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $41,977,145 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $7,013,736 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $40,210,307 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$11,254,041 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $61,147,467 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $29,896,140 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $37,052,977 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $37,052,977 | SavAndTempCashInvstEOYFMVAmt |
| Acct Rcvbl | $10,873,405 | AcctRcvblAmt |
| Acct Rcvbl BOY | $1,379,781 | AcctRcvblBOYAmt |
| Acct Rcvbl EOY | $10,873,405 | AcctRcvblEOYAmt |
| Acct Rcvbl EOYFMV | $10,873,405 | AcctRcvblEOYFMVAmt |
| Prepaid Expenses BOY | $82,602 | PrepaidExpensesBOYAmt |
| Prepaid Expenses EOY | $99,414 | PrepaidExpensesEOYAmt |
| Prepaid Expenses EOYFMV | $99,414 | PrepaidExpensesEOYFMVAmt |
| Corporate Stock BOY | $232,560,115 | CorporateStockBOYAmt |
| Corporate Stock EOY | $180,288,589 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $180,288,589 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $79,451,597 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $46,460,954 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $46,460,954 | CorporateBondsEOYFMVAmt |
| Other Investments BOY | $200,079,190 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $205,168,655 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $205,168,655 | OtherInvestmentsEOYFMVAmt |
| Land Bldg Equip Cost Or Other Bss | $1,795,080 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $1,244,239 | LandBldgEquipAccumDeprecAmt |
| Land BOY | $666,967 | LandBOYAmt |
| Land EOY | $550,841 | LandEOYAmt |
| Land EOYFMV | $550,841 | LandEOYFMVAmt |
| Other Assets BOY | $497,474,100 | OtherAssetsBOYAmt |
| Other Assets EOY | $642,789,088 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $642,789,088 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $1,041,590,492 | TotalAssetsBOYAmt |
| Total Assets EOY | $1,123,283,923 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $1,123,283,923 | TotalAssetsEOYFMVAmt |
| Accounts Payable BOY | $670,670 | AccountsPayableBOYAmt |
| Accounts Payable EOY | $989,766 | AccountsPayableEOYAmt |
| Grants Payable BOY | $40,242,126 | GrantsPayableBOYAmt |
| Grants Payable EOY | $37,170,630 | GrantsPayableEOYAmt |
| Other Liabilities BOY | $12,572,300 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $13,195,244 | OtherLiabilitiesEOYAmt |
| Total Liabilities BOY | $53,485,096 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $51,355,640 | TotalLiabilitiesEOYAmt |
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
| Unrestricted BOY | $988,105,396 | UnrestrictedBOYAmt |
| Unrestricted EOY | $1,071,928,283 | UnrestrictedEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $988,105,396 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $1,071,928,283 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $1,041,590,492 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $1,123,283,923 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $988,105,396 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$11,254,041 | ExcessRevenueOverExpensesAmt |
| Other Increases | $97,392,740 | OtherIncreasesAmt |
| Subtotal | $1,074,244,095 | SubtotalAmt |
| Other Decreases | $2,315,812 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $1,071,928,283 | 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 | $227,727,705 | $212,989,556 | $14,738,149 | $14,738,149 |
| REALIZED CAPITAL GAINS | P | $146,276 | $146,276 | ||
| REALIZED GAINS/(LOSSES) FROM PARTNERSHIPS | P | $35,519,478 | $35,519,478 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $50,403,903 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $40,186,505 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $744,303,052 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.053992 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $47,961,669 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $800,060,129 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.059948 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $45,320,381 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $753,602,489 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.060138 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $47,650,873 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $765,552,129 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.062244 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $43,997,716 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $747,534,126 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.058857 | DistributionYr5Rt |
| Total Distribution | 0.295179 | TotalDistributionRt |
| Average Distribution | 0.059036 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $1,205,337,115 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $71,158,282 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $611,475 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $71,769,757 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $40,227,593 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $1,222,949 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $1,222,949 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $1,222,949 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $642,101 | EstimatedPlusOvpmtIncmTxAmt |
| Applied To Es Tax | $715,000 | AppliedToEsTaxAmt |
| Total Payments And Credits | $1,357,101 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $97 | EsPenaltyAmt |
| Overpayment | $134,055 | OverpaymentAmt |
| Applied To ES Tax | $134,055 | 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 (11 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 |
| CHARLES M EDELSBERG | ||||||||
| 343 SANSOME STREET SUITE 550 | SAN FRANCISCO | CA | 94104 | EXECUTIVE DIRECTOR | 40.00 | $572,485 | $148,666 | $0 |
| MARY P SEABURY | ||||||||
| 343 SANSOME STREET SUITE 550 | SAN FRANCISCO | CA | 94104 | CFO | 40.00 | $268,666 | $34,951 | $2,772 |
| DONALD C LEWIS | ||||||||
| 1590 DREW AVENUE SUITE 200 | DAVIS | CA | 95618 | PRESIDENT - INTERLAND LLC | 40.00 | $185,367 | $30,931 | $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 | $240,131 | $42,191 | $6,200 |
| DIANE CRONAN | ||||||||
| 1590 DREW AVENUE SUITE 200 | DAVIS | CA | 95618 | HR DIRECTOR - INTERL | 40.00 | $184,243 | $36,694 | $2,416 |
| THOMAS SHIPLEY | ||||||||
| 1590 DREW AVENUE SUITE 200 | DAVIS | CA | 95618 | VP ACQUISITION/DEVLP | 28.00 | $168,451 | $24,381 | $667 |
| CLIFFORD HANADA | ||||||||
| 1590 DREW AVENUE SUITE 200 | DAVIS | CA | 95618 | ASSET MANAGER - INTE | 34.00 | $157,725 | $20,239 | $1,353 |
| JOSHUA MILLER | ||||||||
| 343 SANSOME STREET SUITE 550 | SAN FRANCISCO | CA | 94104 | SENIOR PROGRAM OFFIC | 40.00 | $133,030 | $18,838 | $238 |
| 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 | $994,968 | |||||
| MAYO INVESTMENT ADVISORS | ||||||||||
| 30 ROWES WHARF SUITE 500 | BOSTON | MA | 02110 | INVESTMENT MANAGEMENT | $235,869 | |||||
| DELOITTE & TOUCHE | ||||||||||
| PO BOX 844708 | DALLAS | TX | 752844708 | AUDIT | $168,200 | |||||
| SPRUCEGROVE US INTERNATIONAL INVESTMENT FUND | ||||||||||
| INVESTMENT MANAGEMENT | $152,079 | 181 UNIVERSITY AVENUE SUITE 1300 | TORONTO | ONTARIO | CA | M5H 3M7 | ||||
| JOHCM GLOBAL EMERGING MARKETS OPPORTUNITIES FD | ||||||||||
| 50 SOUTH LASALLE ST | CHICAGO | IL | 60675 | INVESTMENT MANAGEMENT | $132,651 | |||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contractor Paid Over50k | 7 | 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 | $460,107,622 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $32,808,272 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $730,776,609 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $1,223,692,503 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $1,223,692,503 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $18,355,388 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $1,205,337,115 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $60,266,856 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $60,266,856 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $1,222,949 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $1,222,949 | TotalTaxAmt |
| Distributable Before Adj | $59,043,907 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $55,711 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $59,099,618 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $59,099,618 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $40,210,307 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Charitable Assets Acquis Paid | $17,286 | CharitableAssetsAcquisPaidAmt |
| Qualifying Distributions | $40,227,593 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $40,227,593 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $59,099,618 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr2 | $3,617,541 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $3,471,656 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $7,089,197 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $40,227,593 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $40,227,593 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $7,089,197 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $7,089,197 | 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 | $11,782,828 | 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 (167 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|
| 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) | $50,000 | |
| AMERICAN HEBREW ACADEMY INC | |||||||
| 4334 HOBBS ROAD | GREENSBORO | NC | 27410 | PC | SCHOLARSHIPS IN HONOR OF JOEL FLEISHMAN | $20,000 | |
| AMERICAN INSTITUTES FOR RESEARCH | |||||||
| 1000 THOMAS JEFFERSON STREET NW | WASHINGTON | DC | 200073835 | PC | EVALUATION OF THE JJF EDUCATION INITIATIVE | $237,036 | |
| 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) | $49,905 | |
| AMERICAN ISRAEL EDUCATION FOUNDATION INC | |||||||
| 251 H STREET NW | WASHINGTON | DC | 20001 | PC | LEADERSHIP DEVELOPMENT | $20,000 | |
| AMERICAN JEWISH COMMITTEE | |||||||
| 165 EAST 56TH STREET | NEW YORK | NY | 10022 | PC | PROJECT INTERCHANGE, GENERAL OPERATING SUPPORT | $20,000 | |
| AMERICAN JEWISH WORLD SERVICE INC | |||||||
| 45 WEST 36TH STREET | NEW YORK | NY | 100187904 | PC | SUPPORT FOR THE GLOBAL JUSTICE FELLOWSHIP GRANT | $30,000 | |
| B'NAI B'RITH YOUTH ORGANIZATION INC | |||||||
| 800 EIGHTH STREET NW | WASHINGTON | DC | 20001 | PC | PROFESSIONAL DEVELOPMENT INSTITUTE COHORTS 2 AND 3 | $3,644 | |
| B'NAI B'RITH YOUTH ORGANIZATION INC | |||||||
| 800 EIGHTH STREET NW | WASHINGTON | DC | 20001 | PC | EDUCATOR IMMERSION PROJECT: DIRECTORS OF JEWISH ENRICHMENT | $580,134 | |
| B'NAI B'RITH YOUTH ORGANIZATION INC | |||||||
| 800 EIGHTH STREET NW | WASHINGTON | DC | 20001 | PC | GENERAL SUPPORT ON THE OCCASION OF THE BBYO INTERNATIONAL CONVENTION 2015 | $25,000 | |
| BIRTHRIGHT ISRAEL FOUNDATION | |||||||
| 33 EAST 33RD STREET 7TH FLOOR | NEW YORK | NY | 10016 | PC | BIRTHRIGHT ISRAEL NEXT | $1,510,000 | |
| BIRTHRIGHT ISRAEL FOUNDATION | |||||||
| 33 EAST 33RD STREET 7TH FLOOR | NEW YORK | NY | 10016 | PC | TRIP SUPPORT 2013 | $1,250,000 | |
| BIRTHRIGHT ISRAEL FOUNDATION | |||||||
| 33 EAST 33RD STREET 7TH FLOOR | NEW YORK | NY | 10016 | PC | GENERAL SUPPORT OF BIRTHRIGHT ISRAEL FOUNDATION GALA HONORING DANIEL OCH | $25,000 | |
| BIRTHRIGHT ISRAEL FOUNDATION | |||||||
| 33 EAST 33RD STREET 7TH FLOOR | NEW YORK | NY | 10016 | PC | BIRTHRIGHT ISRAEL TRIP SUPPORT (2014) | $2,500,000 | |
| BOARD OF JEWISH EDUCATION INC | |||||||
| 520 EIGHTH AVENUE 15TH FLOOR | NEW YORK | NY | 10018 | PC | CONSULTATION FOR THE COMMUNITY BASED JEWISH TEEN INITIATIVES | $215,936 | |
| BOARD OF JEWISH EDUCATION INC | |||||||
| 520 EIGHTH AVENUE 15TH FLOOR | NEW YORK | NY | 10018 | PC | DEVELOPMENT OF LEARNING AND GROWTH OUTCOMES, INDICATORS AND MEASUREMENT TOOLS FOR JEWISH TEEN EDUCATION AND ENGAGEMENT | $60,000 | |
| 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 | $1,286,000 | |
| 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 | |
| BOSTON JEWISH MUSIC FESTIVAL INC | |||||||
| 123 GOULD STREET | NEEDHAM | MA | 02494 | PC | CO-SPONSOR FESTIVAL | $5,000 | |
| BRANDEIS HILLEL DAY SCHOOL | |||||||
| 655 BROTHERHOOD WAY | SAN FRANCISCO | CA | 94132 | PC | SCHOLARSHIPS | $10,000 | |
| BRANDEIS HILLEL DAY SCHOOL | |||||||
| 655 BROTHERHOOD WAY | SAN FRANCISCO | CA | 94132 | PC | SUPPORT SCHOLARSHIPS FOR MARIN CAMPUS | $5,000 | |
| BRANDEIS HILLEL DAY SCHOOL | |||||||
| 655 BROTHERHOOD WAY | SAN FRANCISCO | CA | 94132 | PC | SUPPORT SCHOLARSHIPS FOR SAN FRANCISCO | $5,000 | |
| BRANDEIS UNIVERSITY | |||||||
| 415 SOUTH STREET | WALTHAM | MA | 02454 | PC | THE DELET-MAT PROJECT 2010-2014 | $240,084 | |
| BRANDEIS UNIVERSITY | |||||||
| 415 SOUTH STREET | WALTHAM | MA | 02454 | PC | JDATA 2012-2015 | $383,044 | |
| BRANDEIS UNIVERSITY | |||||||
| 415 SOUTH STREET | WALTHAM | MA | 02454 | PC | SUMMER INSTITUTE FOR ISRAEL STUDIES | $49,971 | |
| BRANDEIS UNIVERSITY | |||||||
| 415 SOUTH STREET | WALTHAM | MA | 02454 | PC | BRANDEIS JEWISH LEADERSHIP INSTITUTE FOR RUSSIAN SPEAKING JEWISH PROFESSIONALS | $57,000 | |
| BRANDEIS UNIVERSITY | |||||||
| 415 SOUTH STREET | WALTHAM | MA | 02454 | PC | SUMMER INSTITUTE FOR ISRAEL STUDIES (2014-2015) | $150,000 | |
| BRANDEIS UNIVERSITY | |||||||
| 415 SOUTH STREET | WALTHAM | MA | 02454 | PC | HADASSAH BRANDEIS INSTITUTE INTERNSHIP PROGRAM | $20,000 | |
| CENTER FOR CREATIVE CHANGE | |||||||
| 4115 WISCONSIN AVENUE NW SUITE 102 | WASHINGTON | DC | 20016 | PC | DANIEL PEARL INVESTIGATIVE JOURNALISM FELLOWS | $10,000 | |
| CENTER FOR EFFECTIVE PHILANTHROPY INC | |||||||
| 675 MASSACHUSETTS AVENUE 7TH FLOOR | CAMBRIDGE | MA | 02139 | PC | GRANTEE PERCEPTION REPORT | $28,000 | |
| CENTER FOR ISRAEL EDUCATION INC | |||||||
| PO BOX 15129 | ATLANTA | GA | 30333 | PC | TO SUPPORT AMERICAN PROFESSORS TO PARTICIPATE IN THE ISRAEL ENRICHMENT SEMINAR IN ATLANTA | $10,000 | |
| CENTER FOR JEWISH CULTURE AND CREATIVITY | |||||||
| 2576 BROADWAY 292 | NEW YORK | NY | 10025 | PC | GENERAL OPERATING SUPPORT FOR EJEWISH PHILANTHROPY | $10,000 | |
| CHARITABLE PARTNERSHIP FUND | |||||||
| PO BOX 13276 | PORTLAND | OR | 97213 | PC | TIVNU: BUILDING JUSTICE - TO SUPPORT GAP YEAR PROGRAM | $15,000 | |
| ELI & BESSIE COHEN HILLEL ACADEMY | |||||||
| 6 COMMUNITY ROAD | MARBLEHEAD | MA | 01945 | PC | SUPPORT FOR PJ LIBRARY | $10,000 | |
| ELI & BESSIE COHEN HILLEL ACADEMY | |||||||
| 6 COMMUNITY ROAD | MARBLEHEAD | MA | 01945 | PC | SUPPORT FOR DISTRIBUTIVE LEADERSHIP INITIATIVE | $10,000 | |
| ELI & BESSIE COHEN HILLEL ACADEMY | |||||||
| 6 COMMUNITY ROAD | MARBLEHEAD | MA | 01945 | PC | SCHOLARSHIPS | $10,000 | |
| 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 LEARNING NEEDS IN JEWISH DAY SCHOOLS | $360,602 | |
| COMBINED JEWISH PHILANTHROPIES OF GREATER BOSTON INC | |||||||
| 126 HIGH STREET | BOSTON | MA | 02110 | PC | COMMUNITY -BASED JEWISH TEEN EDUCATION INITIATIVE (2014-2018) | $114,233 | |
| COMBINED JEWISH PHILANTHROPIES OF GREATER BOSTON INC | |||||||
| 126 HIGH STREET | BOSTON | MA | 02110 | PC | TO REACH AND ENGAGE YOUNG JEWISH FAMILIES WITH YOUNG CHILDREN IN MARBLEHEAD AND SWAMPSCOTT | $75,000 | |
| COMBINED JEWISH PHILANTHROPIES OF GREATER BOSTON INC | |||||||
| 126 HIGH STREET | BOSTON | MA | 02110 | PC | FOR ADDITIONAL COSTS FOR A FIVE YEAR EVALUATION OF B'YADENU DEMONSTRATION PROJECT | $25,000 | |
| CONGREGATION BETH JACOB | |||||||
| 1550 ALAMEDA DE LAS PULGAS | REDWOOD CITY | CA | 94061 | PC | $4,000 RELIGIOUS SCHOOL DIRECTOR; $1,000 SPEAKERS AND TEACHERS; $5,000 PROGRAM EXPENSES | $10,000 | |
| CONTEMPORARY JEWISH MUSEUM | |||||||
| 736 MISSION STREET | SAN FRANCISCO | CA | 94103 | PC | INNOVATION FUND | $250,000 | |
| CONTEMPORARY JEWISH MUSEUM | |||||||
| 736 MISSION STREET | SAN FRANCISCO | CA | 94103 | PC | EDUCATION/PUBLICATION FOR DESIGNING HOME: "JEWISH & MID-CENTURY MODERNISM" EXHIBITION | $15,000 | |
| CONTEMPORARY JEWISH MUSEUM | |||||||
| 736 MISSION STREET | SAN FRANCISCO | CA | 94103 | PC | 2014 OUT OF ORDER SEDER | $5,000 | |
| CONTEMPORARY JEWISH MUSEUM | |||||||
| 736 MISSION STREET | SAN FRANCISCO | CA | 94103 | PC | SUPPORT OF THE ARNOLD NEWMAN MASTER CLASS EXHIBIT | $10,000 | |
| CONTEMPORARY JEWISH MUSEUM | |||||||
| 736 MISSION STREET | SAN FRANCISCO | CA | 94103 | PC | WARREN HELLMAN EXHIBIT EDUCATIONAL PROGRAMMING | $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 | SUPPORT OF THE HARDLY STRICTLY WARREN HELLMAN EXHIBITION | $10,000 | |
| CONTEMPORARY JEWISH MUSEUM | |||||||
| 736 MISSION STREET | SAN FRANCISCO | CA | 94103 | PC | GENERAL SUPPORT IN HONOR OF THE SIXTH ANNUAL FAMILY GALA | $5,000 | |
| CONTEMPORARY JEWISH MUSEUM | |||||||
| 736 MISSION STREET | SAN FRANCISCO | CA | 94103 | PC | GENERAL SUPPORT IN HONOR OF THE SIXTH ANNUAL FAMILY GALA | $5,000 | |
| 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) | $140,000 | |
| FOUNDATION FOR JEWISH CAMP INC | |||||||
| 253 WEST 35TH ST 4TH FLOOR | NEW YORK | NY | 10001 | PC | NEW SPECIALTY CAMPS INCUBATOR 1 | $271,026 | |
| FOUNDATION FOR JEWISH CAMP INC | |||||||
| 253 WEST 35TH ST 4TH FLOOR | NEW YORK | NY | 10001 | PC | NADIV: JEWISH EDUCATORS IN CAMPS & SCHOOLS | $219,519 | |
| FOUNDATION FOR JEWISH CAMP INC | |||||||
| 253 WEST 35TH ST 4TH FLOOR | NEW YORK | NY | 10001 | PC | SPECIALTY CAMPS INCUBATOR 2 | $1,888,332 | |
| GANN ACADEMY THE NEW JEWISH HIGH SCHOOL OF GREATER BOSTON | |||||||
| 333 FOREST STREET | WALTHAM | MA | 02452 | PC | SCHOLARSHIPS/TUITION ASSISTANCE | $10,000 | |
| GEORGE WASHINGTON UNIVERSITY | |||||||
| 2121 I STREET NW | WASHINGTON | DC | 20052 | PC | EXPERIENTIAL EDUCATION AND JEWISH CULTURAL ARTS: A NEW PROGRAM TO PREPARE EDUCATORS | $285,804 | |
| HAPPY SHALOM SCHOOL INC | |||||||
| 862 28TH AVENUE | SAN FRANCISCO | CA | 94121 | PC | GENERAL OPERATING SUPPORT | $10,000 | |
| HAZON INC | |||||||
| 125 MAIDEN LANE SUITE 8B | NEW YORK | NY | 10038 | PC | SUPPORT FOR OPERATIONS | $50,000 | |
| HEBREW UNION COLLEGE - JEWISH INSTITUTE OF RELIGION | |||||||
| 3101 CLIFTON AVENUE | CINCINNATI | OH | 45220 | PC | JJF EDUCATION INITIATIVE | $2,133,833 | |
| HEBREW UNION COLLEGE - JEWISH INSTITUTE OF RELIGION | |||||||
| 3101 CLIFTON AVENUE | CINCINNATI | OH | 45220 | PC | DELET RENEWAL | $34,144 | |
| HEBREW UNION COLLEGE - JEWISH INSTITUTE OF RELIGION | |||||||
| 3101 CLIFTON AVENUE | CINCINNATI | OH | 45220 | PC | DELET 2013-2014 | $324,133 | |
| HEBREW UNION COLLEGE - JEWISH INSTITUTE OF RELIGION | |||||||
| 3101 CLIFTON AVENUE | CINCINNATI | OH | 45220 | PC | DELET PROGRAM (2014-2015) | $224,804 | |
| HEBREW UNION COLLEGE - JEWISH INSTITUTE OF RELIGION | |||||||
| 3101 CLIFTON AVENUE | CINCINNATI | OH | 45220 | PC | GENERAL SUPPORT ON THE OCCASION OF AN EVENING OF APPRECIATION AND CELEBRATION OF RABBI DAVID ELLENSON, PH.D. | $10,000 | |
| HEBREW UNION COLLEGE - JEWISH INSTITUTE OF RELIGION | |||||||
| 3101 CLIFTON AVENUE | CINCINNATI | OH | 45220 | PC | SCHOLARSHIPS FOR THE SCHOOL OF JEWISH NON-PROFIT MANAGEMENT | $15,000 | |
| HILLEL FOUNDATION AT TUFTS UNIVERSITY | |||||||
| 220 PACKARD AVENUE | MEDFORD | MA | 02155 | PC | GENERAL OPERATING SUPPORT | $5,000 | |
| THE HILLEL FOUNDATION AT UNIVERSITY OF CALIFORNIA -- BERKELEY | |||||||
| 2736 BANCROFT WAY | BERKELEY | CA | 94704 | PC | GENERAL OPERATING SUPPORT | $5,000 | |
| HILLEL THE FOUNDATION FOR JEWISH CAMPUS LIFE | |||||||
| 800 EIGHTH STREET NW | WASHINGTON | DC | 200013724 | PC | TRANSITIONAL FINANCIAL SUPPORT | $69,517 | |
| HILLEL THE FOUNDATION FOR JEWISH CAMPUS LIFE | |||||||
| 800 EIGHTH STREET NW | WASHINGTON | DC | 200013724 | PC | GENERAL SUPPORT ON THE OCCASION OF HILLEL INTERNATIONAL'S RENAISSANCE GALA HONORING MARK R. SHENKMAN | $25,000 | |
| 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 | PILOTING/DEVELOPMENT OF JEWISH LEARNING FELLOWSHIPS (JLF) ON CAMPUSES | $50,000 | |
| IKAR | |||||||
| 5870 WEST OLYMPIC BLVD | LOS ANGELES | CA | 90036 | PC | TUITION ASSISTANCE FOR EARLY CHILDHOOD CENTER FOR FAMILIES | $30,000 | |
| INSTITUTE OF SOUTHERN JEWISH LIFE INC | |||||||
| 4915 I-55 NORTH SUITE 100A | JACKSON | MS | 39206 | PC | SUPPORT FOR THE INSTITUTE OF SOUTHERN JEWISH LIFE EDUCATION FELLOWSHIP (2013-2015) | $125,000 | |
| INTERFAITHFAMILYCOM | |||||||
| 90 OAK STREET 4TH FLOOR PO BOX 428 | NEWTON UPPER FALLS | MA | 02464 | PC | SUPPORT FOR LOS ANGELES AND SAN FRANCISCO INTERFAITHFAMILY.COM PROGRAMS | $30,000 | |
| ISRAEL EDUCATION RESOURCE CENTER INC | |||||||
| 85 REVERE DRIVE SUITE I | NORTHBROOK | IL | 60062 | PC | ICENTER 2013-2015 | $650,000 | |
| 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) | $122,000 | |
| ISRAEL EDUCATION RESOURCE CENTER INC | |||||||
| 85 REVERE DRIVE SUITE I | NORTHBROOK | IL | 60062 | PC | ISRAEL EDUCATION FOR NORTH AMERICAN HIGH SCHOOL STUDENTS | $10,000 | |
| THE ISRAEL INSTITUTE INC | |||||||
| 1250 EYE STREET NW SUITE 710 | WASHINGTON | DC | 20005 | PC | PROGRAM SUPPORT (2014-2017) | $200,000 | |
| THE JEWISH COMMUNAL SERVICE ASSOCIATION OF NORTH AMERICA INC | |||||||
| 25 BROADWAY SUITE 1700 | NEW YORK | NY | 10004 | PC | GENERAL SUPPORT ON THE OCCASION OF JPRO NETWORK'S ANNUAL PROGRAM | $1,500 | |
| THE JEWISH COMMUNAL SERVICE ASSOCIATION OF NORTH AMERICA INC | |||||||
| 25 BROADWAY SUITE 1700 | NEW YORK | NY | 10004 | PC | GENERAL OPERATING SUPPORT | $10,000 | |
| JEWISH COMMUNITY CENTER IN MANHATTAN | |||||||
| 334 AMSTERDAM AVENUE | NEW YORK | NY | 10023 | PC | JEWISH JOURNEY PROJECT | $25,000 | |
| JEWISH COMMUNITY CENTER IN MANHATTAN | |||||||
| 334 AMSTERDAM AVENUE | NEW YORK | NY | 10023 | PC | GENERAL SUPPORT ON THE OCCASION OF JCC MANHATTAN'S ANNUAL BENEFIT | $5,000 | |
| JEWISH COMMUNITY CENTER OF SAN FRANCISCO | |||||||
| 3200 CALIFORNIA ST | SAN FRANCISCO | CA | 94118 | PC | EARLY CHILDHOOD EDUCATION | $20,000 | |
| JEWISH COMMUNITY CENTER OF SAN FRANCISCO | |||||||
| 3200 CALIFORNIA ST | SAN FRANCISCO | CA | 94118 | PC | ARTS AND IDEAS | $5,000 | |
| JEWISH COMMUNITY CENTER OF SAN FRANCISCO | |||||||
| 3200 CALIFORNIA ST | SAN FRANCISCO | CA | 94118 | PC | TO SUPPORT JEWISHING EDUCATION PROGRAMMING ($12,500) AND JEWISH TEEN LEADERSHIP PROGRAMS ($12,500) | $25,000 | |
| THE JEWISH COMMUNITY CENTER OF THE NORTH SHORE INC | |||||||
| 4 COMMUNITY ROAD | MARBLEHEAD | MA | 01945 | PC | NORTH SHORE TEEN INITIATIVE (2012-2016) | $130,613 | |
| THE JEWISH COMMUNITY CENTER OF THE NORTH SHORE INC | |||||||
| 4 COMMUNITY ROAD | MARBLEHEAD | MA | 01945 | PC | SPECIAL NEEDS PROGRAMMING | $10,000 | |
| THE JEWISH COMMUNITY CENTER OF THE NORTH SHORE INC | |||||||
| 4 COMMUNITY ROAD | MARBLEHEAD | MA | 01945 | PC | GENERAL SUPPORT OF THE NORTH SHORE TEEN | $10,000 | |
| JEWISH COMMUNITY FEDERATION OF SF THE PENINSULA MARIN AND SONOMA COUNTIES | |||||||
| 121 STEUART STREET | SAN FRANCISCO | CA | 94105 | PC | EARLY CHILDHOOD EDUCATION INITIATIVE - JEWISH RESOURCE SPECIALIST | $10,000 | |
| JEWISH COMMUNITY FEDERATION OF SF THE PENINSULA MARIN AND SONOMA COUNTIES | |||||||
| 121 STEUART STREET | SAN FRANCISCO | CA | 94105 | PC | PJ LIBRARY RENEWAL (2011-2014) | $55,001 | |
| JEWISH COMMUNITY FEDERATION OF SF THE PENINSULA MARIN AND SONOMA COUNTIES | |||||||
| 121 STEUART STREET | SAN FRANCISCO | CA | 94105 | PC | JCF-NEXT BIRTHRIGHT EXPERIENCE PILOT | $55,978 | |
| JEWISH COMMUNITY FEDERATION OF SF THE PENINSULA MARIN AND SONOMA COUNTIES | |||||||
| 121 STEUART STREET | SAN FRANCISCO | CA | 94105 | PC | TRIP SUBSIDIES FOR YOUNG GLOBAL IGI PARTICIPANTS' TRAVEL TO EASTERN EUROPE | $5,000 | |
| JEWISH COMMUNITY FEDERATION OF SF THE PENINSULA MARIN AND SONOMA COUNTIES | |||||||
| 121 STEUART STREET | SAN FRANCISCO | CA | 94105 | PC | JEWS OF AMSTERDAM: 1943 PHOTO EXHIBIT/STUDY GUIDE/SF GOETHE INSTITUTE | $10,000 | |
| 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) | $300,000 | |
| JEWISH COMMUNITY FEDERATION OF SF THE PENINSULA MARIN AND SONOMA COUNTIES | |||||||
| 121 STEUART STREET | SAN FRANCISCO | CA | 94105 | PC | BAY AREA INITIATIVE FUND | $25,000 | |
| JEWISH COMMUNITY FEDERATION OF SF THE PENINSULA MARIN AND SONOMA COUNTIES | |||||||
| 121 STEUART STREET | SAN FRANCISCO | CA | 94105 | PC | YOUNG ADULT DIVISION (YAD) TRIPS TO ISRAEL | $15,000 | |
| JEWISH COMMUNITY FEDERATION OF SF THE PENINSULA MARIN AND SONOMA COUNTIES | |||||||
| 121 STEUART STREET | SAN FRANCISCO | CA | 94105 | PC | SUPPORT TEEN FOUNDATION PROGRAMS | $15,000 | |
| JEWISH COMMUNITY FEDERATION OF THE GREATER EAST BAY | |||||||
| 2121 ALLSTON WAY | BERKELEY | CA | 94720 | PC | PJ LIBRARY 2012-2014 | $11,160 | |
| THE JEWISH COMMUNITY HIGH SCHOOL OF THE BAY | |||||||
| 1835 ELLIS STREET | SAN FRANCISCO | CA | 94115 | PC | SCHOLARSHIPS IN HONOR OF THE SPRING CELEBRATION | $10,000 | |
| THE JEWISH COMMUNITY HIGH SCHOOL OF THE BAY | |||||||
| 1835 ELLIS STREET | SAN FRANCISCO | CA | 94115 | PC | SCHOLARSHIPS IN HONOR OF BARBARA ROSENBERG | $25,000 | |
| THE JEWISH COMMUNITY HIGH SCHOOL OF THE BAY | |||||||
| 1835 ELLIS STREET | SAN FRANCISCO | CA | 94115 | PC | GENERAL OPERATING SUPPORT | $5,000 | |
| THE JEWISH COMMUNITY HIGH SCHOOL OF THE BAY | |||||||
| 1835 ELLIS STREET | SAN FRANCISCO | CA | 94115 | PC | SCHOLARSHIPS | $5,000 | |
| JEWISH FEDERATION COUNCIL OF GREATER LOS ANGELES | |||||||
| 6505 WILSHIRE BLVD | LOS ANGELES | CA | 90048 | PC | HIGH SCHOOL AFFORDABILITY INITIATIVE | $2,169,308 | |
| JEWISH FEDERATION OF SILICON VALLEY | |||||||
| 14855 OKA ROAD | LOS GATOS | CA | 95032 | PC | PJ LIBRARY 2012-2014 | $4,560 | |
| JEWISH FILM FESTIVAL | |||||||
| 145 NINTH ST SUITE 200 | SAN FRANCISCO | CA | 94103 | PC | TO SUPPORT THE NEW GENERATION SFJFF | $10,000 | |
| JEWISH FILM FESTIVAL | |||||||
| 145 NINTH ST SUITE 200 | SAN FRANCISCO | CA | 94103 | PC | TO SUPPORT PROGRAMMING FOR YOUNG ADULTS IN SAN FRANCISCO | $10,000 | |
| JEWISH FUNDERS NETWORK | |||||||
| 150 WEST 30TH STREET SUITE 900 | NEW YORK | NY | 10001 | PC | JEWISH FUNDERS NETWORK MEMBERSHIP RENEWAL | $15,000 | |
| JEWISH NATIONAL FUND--KEREN KAYEMETH LEISRAEL-INC | |||||||
| 750 THIRD AVENUE SUITE 2800 | NEW YORK | NY | 10017 | PC | ALTERNATIVE SPRING BREAK PROGRAM FOR 2015 | $25,000 | |
| JEWISH PARTISAN EDUCATIONAL FOUNDATION INC | |||||||
| 2107 VAN NESS AVENUE SUITE 302 | SAN FRANCISCO | CA | 94109 | PC | FOR EDUCATIONAL PROGRAMS | $10,000 | |
| JEWISH PARTISAN EDUCATIONAL FOUNDATION INC | |||||||
| 2107 VAN NESS AVENUE SUITE 302 | SAN FRANCISCO | CA | 94109 | PC | TO SUPPORT JEWISH PARTISAN EDUCATION IN SCHOOLS (IN HONOR OF MITCH BRAFF'S SERVICE TO THE ORGANIZATION) | $10,000 | |
| JEWISH STUDENT CONNECTION | |||||||
| 1945 TECHNY ROAD UNIT 5 | NORTHBROOK | IL | 60062 | PC | BRIDGE FUNDING FOR TWO PILOT REGIONS AND CAPACITY BUILDING SUPPORT | $223,750 | |
| JEWISH STUDENT CONNECTION | |||||||
| 1945 TECHNY ROAD UNIT 5 | NORTHBROOK | IL | 60062 | PC | BRIDGE FUNDING (2014-2015) | $248,750 | |
| JEWISH TELEGRAPHIC AGENCY INC | |||||||
| 24 W 30TH ST 4TH FLOOR | NEW YORK | NY | 10001 | PC | GENERAL OPERATING SUPPORT | $10,000 | |
| JEWISH THEOLOGICAL SEMINARY OF AMERICA | |||||||
| 3080 BROADWAY | NEW YORK | NY | 10027 | PC | JJF EDUCATION INITIATIVE | $2,371,729 | |
| JEWISH THEOLOGICAL SEMINARY OF AMERICA | |||||||
| 3080 BROADWAY | NEW YORK | NY | 10027 | PC | PARTIAL FUNDING FOR ELIE KAUNFER TO TEACH AT JTS | $8,000 | |
| JEWISH COMMUNITY RELATIONS COUNCIL OF SF MARIN AND THE PENINSULA | |||||||
| 121 STEUART STREET SUITE 301 | SAN FRANCISCO | CA | 94105 | PC | GENERAL SUPPORT ON THE OCCASION OF JCRC BEHIND THE SCENES 2014 | $460 | |
| JEWISH COMMUNITY RELATIONS COUNCIL OF SF MARIN AND THE PENINSULA | |||||||
| 121 STEUART STREET SUITE 301 | SAN FRANCISCO | CA | 94105 | PC | GENERAL SUPPORT ON THE OCCASION OF JCRC BEHIND THE SCENES 2015 CELEBRATION HONORING CISSIE SWIG | $5,000 | |
| KEHILLAH JEWISH HIGH SCHOOL | |||||||
| 3900 FABIAN WAY | PALO ALTO | CA | 94303 | PC | SCHOLARSHIPS | $10,000 | |
| KEHILLAH JEWISH HIGH SCHOOL | |||||||
| 3900 FABIAN WAY | PALO ALTO | CA | 94303 | PC | GENERAL OPERATING SUPPORT | $25,000 | |
| KEHILLAT ISRAEL - JEWISH CONGREGATION OF PACIFIC PALISADES | |||||||
| 16019 W SUNSET BLVD | PACIFIC PALISADES | CA | 90272 | PC | SUPPORT MITZVAH CIRCLE COMMUNITY SERVICE PROJECTS | $26,000 | |
| KEHILLAT ISRAEL - JEWISH CONGREGATION OF PACIFIC PALISADES | |||||||
| 16019 W SUNSET BLVD | PACIFIC PALISADES | CA | 90272 | PC | EARLY CHILDHOOD EDUCATION | $7,200 | |
| KESHET | |||||||
| 284 AMORY STREET | JAMAICA PLAIN | MA | 02130 | PC | TO EXPAND THE KESHET LEADERSHIP PROJECT TO NEW YORK AND LOS ANGELES (2014-2016) | $100,000 | |
| 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) | $300,000 | |
| LIMMUD BAY AREA | |||||||
| 2310 HOMESTEAD ROAD C1 428 | LOS ALTOS | CA | 94024 | PC | SCHOLARSHIPS | $5,000 | |
| MAIMONIDES ACADEMY | |||||||
| 310 N HUNTLEY DRIVE | LOS ANGELES | CA | 90048 | PC | CAPITAL CONSTRUCTION, IN MEMORY OF JACK SLOMOVIC Z"L, OF A NEW BUILDING FOR THE MAIMONIDES ACADEMY | $500,000 | |
| MECHON HADAR | |||||||
| 190 AMSTERDAM AVENUE | NEW YORK | NY | 10023 | PC | FROM STARTUP TO SUSTAINABILITY (2012-2015) | $200,000 | |
| MEIRA ACADEMY | |||||||
| 3921 FABIAN WAY | PALO ALTO | CA | 94303 | PC | GENERAL OPERATING SUPPORT | $5,000 | |
| MOISHE FOUNDATION | |||||||
| 441 SAXONY ROAD | ENCINITAS | CA | 92024 | PC | EXPANDING A PROVEN MODEL FOR YOUNG ADULT JEWISH ENGAGEMENT AND EDUCATION | $750,000 | |
| MOISHE FOUNDATION | |||||||
| 441 SAXONY ROAD | ENCINITAS | CA | 92024 | PC | TO SUPPORT THE STARTUP OF A NEW MOISHE HOUSE IN SAN FRANCISCO'S MISSION DISTRICT | $50,000 | |
| 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! | $40,000 | |
| NATIONAL CENTER FOR HEBREW CHARTER SCHOOL EXCELLENCE | |||||||
| 729 SEVENTH AVENUE 9TH FLOOR | NEW YORK | NY | 10019 | PC | GENERAL SUPPORT DESIGNATED FOR ESTABLISHMENT OF A CHARTER SCHOOL IN LOS ANGELES | $25,000 | |
| NATIONAL RAMAH COMMISSION INC | |||||||
| 3080 BROADWAY | NEW YORK | NY | 10027 | PC | JEWISH LEARNING HUBS FOR YOUNG ADULT ALUMNI OF RAMAH AND YOUNG JUDAEA (2014-2016) | $131,000 | |
| NATIONAL YIDDISH BOOK CENTER INC | |||||||
| 1021 WEST STREET | AMHERST | MA | 01002 | PC | GREAT JEWISH BOOKS TEACHER WORKSHOP | $100,000 | |
| 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 | PROGRAMMING FOR NEW CENTER NOW YOUNG | $20,000 | |
| NEW TEACHER CENTER | |||||||
| 725 FRONT STREET SUITE 400 | SANTA CRUZ | CA | 95060 | PC | JEWISH NEW TEACHER PROJECT | $255,342 | |
| NEW YORK UNIVERSITY | |||||||
| 70 WASHINGTON SQUARE SOUTH 1216 | NEW YORK | NY | 10012 | PC | JIM JOSEPH FOUNDATION GRADUATE STUDENT FELLOWSHIPS | $606,547 | |
| NEW YORK UNIVERSITY | |||||||
| 70 WASHINGTON SQUARE SOUTH 1216 | NEW YORK | NY | 10012 | PC | BERMAN JEWISH POLICY ARCHIVE: JEWISH SURVEY QUESTION BANK | $2,140 | |
| NEW YORK UNIVERSITY | |||||||
| 70 WASHINGTON SQUARE SOUTH 1216 | NEW YORK | NY | 10012 | PC | THE BERMAN JEWISH POLICY ARCHIVE: JEWISH SURVEY QUESTION BANK (2013-2018) | $82,562 | |
| NEWCAJE | |||||||
| 12 HIDDEN POND | GLEN HEAD | NY | 11545 | PC | FOR GENERAL SUPPORT OF NEWCAJE 2015 CONFERENCE | $10,000 | |
| PARDES INSTITUTE OF JEWISH STUDIES NORTH AMERICA INC | |||||||
| 5 WEST 37TH STREET SUITE 802 | NEW YORK | NY | 10018 | PC | BRIDGE FUNDING AND BUSINESS PLANNING (2013-2014) | $249,000 | |
| 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) | $479,000 | |
| PARTNERSHIP FOR EXCELLENCE IN JEWISH EDUCATION INC | |||||||
| 50 MILK STREET 16TH FLOOR | BOSTON | MA | 02109 | PC | GENERAL SUPPORT (2012-2014) | $250,000 | |
| PENINSULA JEWISH COMMUNITY CENTER | |||||||
| 800 FOSTER CITY BLVD | FOSTER CITY | CA | 94404 | PC | $8,000 TO SUPPORT CAMP KEFF AND $7,000 TO SUPPORT MACCABI GAMES | $15,000 | |
| PENINSULA TEMPLE BETH EL | |||||||
| 1700 ALAMEDA DE LAS PULGAS | SAN MATEO | CA | 94403 | PC | TEEN ENGAGEMENT PROGRAM | $30,000 | |
| PENINSULA TEMPLE BETH EL | |||||||
| 1700 ALAMEDA DE LAS PULGAS | SAN MATEO | CA | 94403 | PC | EDUCATIONAL PROGRAMMING | $30,000 | |
| REBOOT INC | |||||||
| 245 RUSSELL STREET UNIT 20 | HADLEY | MA | 01035 | PC | FIVE YEAR EXPANSION | $26,182 | |
| REBOOT INC | |||||||
| 245 RUSSELL STREET UNIT 20 | HADLEY | MA | 01035 | PC | BRIDGE FUNDING TO PROVIDE GENERAL OPERATING SUPPORT AND SUPPORT CAPACITY BUILDING | $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 LAW, ECONOMY AND SOCIETY | $275,000 | |
| 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 | |
| REPAIR THE WORLD | |||||||
| 555 8TH AVENUE SUITE 1703 | NEW YORK | NY | 10018 | PC | GENERAL SUPPORT | $25,000 | |
| ROSE COMMUNITY FOUNDATION | |||||||
| 600 SOUTH CHERRY STREET SUITE 1200 | DENVER | CO | 80246 | PC | COMMUNITY-BASED JEWISH TEEN EDUCATION INITIATIVE (2014-2018) | $255,607 | |
| SEFARIA INC | |||||||
| 174 HUDSON STREET 6TH FLOOR | NEW YORK | NY | 10013 | PC | GENERAL OPERATING SUPPORT OF THE SEFARIA PROJECT | $125,000 | |
| THE SHALOM HARTMAN INSTITUTE OF NORTH AMERICA | |||||||
| ONE PENNSYLVANIA PLAZA SUITE 1606 | NEW YORK | NY | 10119 | PC | SUPPORT FOR HARTMAN CAMPUS INITIATIVES | $25,000 | |
| TRINITY COLLEGE | |||||||
| 300 SUMMIT STREET | HARTFORD | CT | 06106 | PC | ISRAEL EDUCATION - ANTISEMITISM ON CAMPUS REPORT | $5,000 | |
| TRUSTEES OF COLUMBIA UNIVERSITY IN THE CITY OF NEW YORK | |||||||
| 535 WEST 116TH STREET MAIL CODE | NEW YORK | NY | 10027 | PC | NEW MEDIA IN JEWISH STUDIES COLLABORATIVE | $15,000 | 4309 |
| UNITED JEWISH APPEAL FEDERATION | |||||||
| 130 EAST 59TH STREET | NEW YORK | NY | 10022 | PC | NEW YORK DAY SCHOOL CHALLENGE FUND | $1,000,000 | |
| UNITED JEWISH APPEAL FEDERATION | |||||||
| 130 EAST 59TH STREET | NEW YORK | NY | 10022 | PC | JEWISH SUMMER EXPERIENCES FOR TEENS (2014-2018) | $512,311 | |
| UNIVERSITY SYNAGOGUE | |||||||
| 11960 SUNSET BOULEVARD | LOS ANGELES | CA | 90049 | PC | GRANT ON THE OCCASION OF THE GALA SUPPORTING UNIVERSITY SYNAGOGUE'S EARLY CHILDHOOD JEWISH EDUCATION | $1,800 | |
| UPSTART BAY AREA | |||||||
| 560 MISSION STREET SUITE 1395 | SAN FRANCISCO | CA | 94105 | PC | FOR SUPPORT OF THEIR WORK WITH EDUCATIONAL ORGANIZATIONS | $10,000 | |
| URBAN ADAMAH | |||||||
| 1050 PARKER STREET | BERKELEY | CA | 94710 | PC | GROUP PROGRAM EXPANSION | $10,000 | |
| URBAN ADAMAH | |||||||
| 1050 PARKER STREET | BERKELEY | CA | 94710 | PC | SUPPORT FOR TEEN PROGRAMMING AND YOUNG ADULT SHABBATS AT THE NEW URBAN ADAMAH | $25,000 | |
| THE WEXNER FOUNDATION | |||||||
| 8000 WALTON PARKWAY SUITE 110 | NEW ALBANY | OH | 43054 | PF | WEXNER GRADUATE FELLOWSHIP/DAVIDSON SCHOLARS PROGRAM | $709,917 | |
| YESHIVA UNIVERSITY | |||||||
| 500 WEST 185TH STREET | NEW YORK | NY | 10033 | PC | JJF EDUCATION INITIATIVE | $1,090,619 | |
| YESHIVAT CHOVEVEI TORAH RABBINICAL SCHOOL LTD | |||||||
| 3700 HENRY HUDSON PARKWAY SECOND | RIVERDALE | NY | 10463 | PC | ORGANIZATIONAL CAPACITY BUILDING CHALLENGE GRANT | $100,000 | FLOOR |
| YESHIVAT CHOVEVEI TORAH RABBINICAL SCHOOL LTD | |||||||
| 3700 HENRY HUDSON PARKWAY SECOND | RIVERDALE | NY | 10463 | PC | ORGANIZATIONAL CAPACITY BUILDING CHALLENGE GRANT (2013-2015) | $707,700 | FLOOR |
| YESHIVAT MAHARAT INC | |||||||
| 3700 HENRY HUDSON PARKWAY | BRONX | NY | 10463 | PC | TO SUPPORT THE EDUCATION INTERNSHIP | $10,000 | |
| YOUNG MENS AND WOMENS HEBREW ASSO OF WASHINGTON HEIGHTS AND INWOOD | |||||||
| 54 NAGLE AVENUE | NEW YORK CITY | NY | 10040 | PC | SUPPORT OF THE CONSORTIUM CAMP | $42,000 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $35,236,937 | TotalGrantOrContriPdDurYrAmt |
Grant Or Contri Apprv For Fut GrantOrContriApprvForFutGrp (25 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|
| 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) | $200,000 |
| 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) | $750,095 |
| AMERICAN JEWISH JOINT DISTRIBUTION COMMITTEE | ||||||
| 711 THIRD AVENUE 10TH FLOOR | NEW YORK | NY | 10017 | PC | JDC ENTWINE (2015-2017) | $1,000,000 |
| ASSOCIATED JEWISH COMMUNITY FEDERATION OF BALTIMORE INC | ||||||
| 101 WEST MOUNT ROYAL AVENUE | BALTIMORE | MD | 21201 | PC | CEO ONBOARDING (2015-2017) | $971,620 |
| 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 |
| BOARD OF JEWISH EDUCATION INC | ||||||
| 520 EIGHTH AVENUE 15TH FLOOR | NEW YORK | NY | 10018 | PC | DEVELOPMENT OF LEARNING AND GROWTH OUTCOMES, INDICATORS AND MEASUREMENT TOOLS FOR JEWISH TEEN EDUCATION AND ENGAGEMENT | $46,851 |
| BRANDEIS UNIVERSITY | ||||||
| 415 SOUTH STREET | WALTHAM | MA | 02454 | PC | DELET (2015-2018) | $400,000 |
| CENTER FOR EFFECTIVE PHILANTHROPY INC | ||||||
| 675 MASSACHUSETTS AVENUE 7TH FLOOR | CAMBRIDGE | MA | 02139 | PC | GRANTEE PERCEPTION REPORT | $1,000 |
| CONTEMPORARY JEWISH MUSEUM | ||||||
| 736 MISSION STREET | SAN FRANCISCO | CA | 94103 | PC | INNOVATION FUND 2.0 (2014-2018) | $900,000 |
| FOUNDATION FOR JEWISH CAMP INC | ||||||
| 253 WEST 35TH ST 4TH FLOOR | NEW YORK | NY | 10001 | PC | NEW SPECIALTY CAMPS INCUBATOR 1 | $13,324 |
| HAROLD GRINSPOON FOUNDATION | ||||||
| 67 HUNT STREET SUITE 100 | AGAWAM | MA | 10001 | PC | PJ LIBRARY ALLIANCE (2014-2019) | $2,500,000 |
| HEBREW UNION COLLEGE - JEWISH INSTITUTE OF RELIGION | ||||||
| 3101 CLIFTON AVENUE | CINCINNATI | OH | 45220 | PC | DELET (2015-2018) | $412,868 |
| 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 | $200,000 |
| 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 |
| JEWISH COMMUNITY CENTER IN MANHATTAN | ||||||
| 334 AMSTERDAM AVENUE | NEW YORK | NY | 10023 | PC | EXPANSION OF THE JEWISH JOURNEY PROJECT | $250,000 |
| 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) | $1,454,044 |
| JEWISH STUDENT CONNECTION | ||||||
| 1945 TECHNY ROAD UNIT 5 | NORTHBROOK | IL | 60062 | PC | BRIDGE FUNDING (2014-2015) | $248,750 |
| KESHET | ||||||
| 284 AMORY STREET | JAMAICA PLAIN | MA | 02130 | PC | TO EXPAND THE KESHET LEADERSHIP PROJECT TO NEW YORK AND LOS ANGELES (2014-2016) | $150,000 |
| 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) | $450,000 |
| MOISHE FOUNDATION | ||||||
| 441 SAXONY ROAD | ENCINITAS | CA | 92024 | PC | EXPANDING A PROVEN MODEL FOR YOUNG ADULT JEWISH ENGAGEMENT AND EDUCATION | $1,500,000 |
| NATIONAL RAMAH COMMISSION INC | ||||||
| 3080 BROADWAY | NEW YORK | NY | 10027 | PC | JEWISH LEARNING HUBS FOR YOUNG ADULT ALUMNI OF RAMAH AND YOUNG JUDAEA (2014-2016) | $91,000 |
| NATIONAL YIDDISH BOOK CENTER INC | ||||||
| 1021 WEST STREET | AMHERST | MA | 01002 | PC | GREAT JEWISH BOOKS TEACHER WORKSHOP | $96,025 |
| 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) | $1,398,000 |
| ROSE COMMUNITY FOUNDATION | ||||||
| 600 SOUTH CHERRY STREET SUITE 1200 | DENVER | CO | 80246 | PC | COMMUNITY-BASED JEWISH TEEN EDUCATION INITIATIVE (2014-2018) | $2,000,408 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Apprv Fut | $16,533,985 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $563,395 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $3,366,195 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | -$1,210,967 | ExclusionAmt |
Other Revenue Described OtherRevenueDescribedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | INCOME FROM AFFILIATES | Desc |
| Exclusion | 16 | ExclusionCd |
| Exclusion | $28,004,301 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $30,722,924 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $30,722,924 | 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 | $194,179 | Amt |
| Net Investment Income | $98,603 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $115,019 | 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 | $709,917 | ExpendedByGranteeAmt |
| Any Diversion By Grantee | NONE | AnyDiversionByGranteeTxt |
| Dates Of Reports By Grantee | THE GRANTEE SUBMITTED FULL AND COMPLETE REPORTS OF ITS EXHD ON 12/01/14 | DatesOfReportsByGranteeTxt |
| Verification | 2014-12-01 | 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 (3 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | Medium ExplanationMediumExplanationTxt |
|---|---|
| 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 2014, THE FOUNDATION MADE PAYMENTS FOR LEGAL SERVICES TO MANATT, PHELPS & PHILLIPS TOTALING $30,470. ALVIN LEVITT, PRESIDENT OF THE BOARD OF DIRECTORS OF THE FOUNDATION, IS A PRINCIPAL AT MANATT, PHELPS & PHILLIPS. |
| PART VIII & IN ADDITION TO STMT 13- LIST OF OFFICERS, DIRECTORS, TRUSTEE | *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. |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp (5 entries)
| BondBondNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| DODGE & COX INCOME FUND | $23,953,404 | $23,953,404 |
| INCOME RESEARCH & MANAGEMENT (IRM) | $88,663 | $88,663 |
| PIMCO TOTAL RETURN FUND | $0 | $0 |
| PIMCO UNCONSTRAINED BOND FUND | $0 | $0 |
| VANGUARD SHORT-TERM TREASURY FUND | $22,418,887 | $22,418,887 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (18 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| ABERDEEN EMERGING MARKETS INST. FUNDS | $0 | $0 |
| CONVEXITY CAPITAL OFFSHORE L.P. | $17,197,215 | $17,197,215 |
| CONVEXITY CAPITAL OFFSHORE L.P. | $6,723,893 | $6,723,893 |
| DFA EMERGING MARKETS VALUE FUND | $13,498,517 | $13,498,517 |
| DODGE & COX INT'L. STOCK FUND | $22,847,004 | $22,847,004 |
| EURO PACIFIC GROWTH FUND | $15,606,606 | $15,606,606 |
| GMO EMERGING MARKETS FUND | $0 | $0 |
| MAYO CAPITAL | $12,074 | $12,074 |
| NIPPON VALUE INVESTORS JAPANESE EQUITY TRUST | $10,306,977 | $10,306,977 |
| RS GLOBAL NATURAL RESOURCES FUND | $0 | $0 |
| SPRUCEGROVE US INTERNATIONAL INV. FUND | $17,998,709 | $17,998,709 |
| T. ROWE PRICE ERA FUND | $0 | $0 |
| VANGUARD S&P 500 ETF | $11,553,906 | $11,553,906 |
| WELLINGTON TRUST COMPANY | $7,301,892 | $7,301,892 |
| CAUSEWAY EMERGING MARKETS | $15,113,029 | $15,113,029 |
| JOHCM GLOBAL EMERGING MARKETS OPP. FUND | $11,274,636 | $11,274,636 |
| VANGUARD TOTAL WORLD STOCK IDX IST | $16,882,977 | $16,882,977 |
| VULCAN VALUE PARTNERS | $13,971,154 | $13,971,154 |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (67 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| ADAGE CAPITAL PARTNERS, L.P. | FMV | $53,416,844 | $53,416,844 |
| BENNETT OFFSHORE RESTRUCTURING FUND | FMV | $4,887,697 | $4,887,697 |
| CA RES. FUND SERIES BAIN X-CORE | FMV | $1,369,132 | $1,369,132 |
| CA RES.FUND SERIES BAIN X-COINVEST | FMV | $187,162 | $187,162 |
| CA RESOURCES FUND BAIN EUROPE III | FMV | $1,734,273 | $1,734,273 |
| CARLYLE VENTURE II | FMV | $558,420 | $558,420 |
| CERBERUS ASIA PARTNERS, L.P. (SERIES I) | FMV | $87,540 | $87,540 |
| CERBERUS ASIA PARTNERS, L.P.(SERIES II) | FMV | $694,103 | $694,103 |
| CERBERUS INST. OVERSEAS IV, LTD. | FMV | $3,487,009 | $3,487,009 |
| CERBERUS INST. PARTNERS, L.P.(SERIES II) | FMV | $119,485 | $119,485 |
| DAVIDSON KEMPNER | FMV | $4,568,225 | $4,568,225 |
| DIALECTIC OFFSHORE, INC. | FMV | $2,741,194 | $2,741,194 |
| ELLIOTT INTERNATIONAL LTD. ($5M) | FMV | $11,588,102 | $11,588,102 |
| ENCAP ENERGY CAPITAL FUND IX | FMV | $901,057 | $901,057 |
| ENCAP ENERGY CAPITAL FUND VII-B, LP | FMV | $707,327 | $707,327 |
| ENCAP ENERGY CAPITAL FUND VIII, L.P. | FMV | $1,945,937 | $1,945,937 |
| FIR TREE INT'L. VALUE FUND, LTD. | FMV | $4,944,209 | $4,944,209 |
| FORTELUS SPECIAL SITUATIONS FUND, LTD. | FMV | $388,108 | $388,108 |
| G/S CAPITAL 2000 | FMV | $810,548 | $810,548 |
| G/S CAPITAL VINTAGE II | FMV | $960,548 | $960,548 |
| GLENVIEW CAPITAL PARTNERS (CAYMAN) | FMV | $3,510,672 | $3,510,672 |
| GLENVIEW CAPITAL PARTNERS (CAYMAN)-G | FMV | $5,384,653 | $5,384,653 |
| GREENLIGHT CAPITAL OFFSHORE | FMV | $9,240,364 | $9,240,364 |
| GRUSS GLOBAL INVESTORS (ENHANCED), LTD. | FMV | $0 | $0 |
| GS VINTAGE FUND V (OFFSHORE), L.P. | FMV | $1,180,728 | $1,180,728 |
| HELLMAN & FRIEDMAN VII | FMV | $2,273,700 | $2,273,700 |
| HILDENE OPPORTUNITIES OFFSHORE II, LTD. | FMV | $3,253,412 | $3,253,412 |
| HILDENE TARP OPPORTUNITIES FUND, LLC | FMV | $6,516,076 | $6,516,076 |
| INDUS ASIA PACIFIC MASTER FUND, LTD. | FMV | $115,900 | $115,900 |
| KAYNE ANDERSON ENERGY FUND V | FMV | $1,117,963 | $1,117,963 |
| KAYNE ANDERSON ENERGY FUND VI, L.P. | FMV | $1,210,474 | $1,210,474 |
| KING STREET CAPITAL, LTD. | FMV | $61,301 | $61,301 |
| KNIGHTHEAD OFFSHORE FUND, LTD. | FMV | $4,072,276 | $4,072,276 |
| LEGACY VENTURE II | FMV | $634,584 | $634,584 |
| LEGACY VENTURE IV | FMV | $6,343,248 | $6,343,248 |
| LEGACY VENTURE V (QP), LLC | FMV | $5,128,428 | $5,128,428 |
| LEGACY VENTURE VI (QP), LLC | FMV | $3,434,770 | $3,434,770 |
| MARLIN EQUITY IV | FMV | $263,708 | $263,708 |
| MASON CAPITAL, LTD. | FMV | $6,842,484 | $6,842,484 |
| NORTHGATE VENTURE GROWTH I | FMV | $1,889,826 | $1,889,826 |
| NORTHGATE VENTURE GROWTH II | FMV | $1,085,820 | $1,085,820 |
| NEW ENTERPRISE ASSOC. (NEA 14) | FMV | $2,364,649 | $2,364,649 |
| OAKTREE OPPORTUNITIES FUND VIII | FMV | $671,798 | $671,798 |
| OAKTREE OPPORTUNITIES FUND VIII-B | FMV | $1,119,818 | $1,119,818 |
| OWL CREEK OVERSEAS FUND LTD. | FMV | $6,179,646 | $6,179,646 |
| PASSPORT OFFSHORE LTD./SPV | FMV | $3,038 | $3,038 |
| PERMIT CAPITAL MORTGAGE FUND, L.P. (G) | FMV | $1,001,470 | $1,001,470 |
| PERMIT CAPITAL MORTGAGE FUND, L.P. (I) | FMV | $1,091,148 | $1,091,148 |
| PERSHING SQUARE INTERNATIONAL, LTD. | FMV | $7,235,764 | $7,235,764 |
| POMONA CAPITAL V | FMV | $647,161 | $647,161 |
| RESOURCE CAPITAL FUND V, L.P. | FMV | $885,665 | $885,665 |
| RESOURCE CAPITAL VI | FMV | $892,004 | $892,004 |
| SANKATY CREDIT OPPORTUNITIES IV, LP | FMV | $455,055 | $455,055 |
| SCOUT CAPITAL FUND, LTD. | FMV | $0 | $0 |
| SHEPHERD INVESTMENTS INT'L. LTD.(STARK) | FMV | $109,395 | $109,395 |
| TACONIC OFFSHORE FUND 1.5 | FMV | $5,928,714 | $5,928,714 |
| THELEME FUND LTD. | FMV | $6,265,213 | $6,265,213 |
| THOMAS WEISEL L.P. | FMV | $135,216 | $135,216 |
| VALINOR CAPITAL PARTNERS | FMV | $6,620,523 | $6,620,523 |
| VINTAGE INVESTMENT PARTNERS VI (CAYMAN) LP | FMV | $803,924 | $803,924 |
| VINTAGE VENTURE PARTNERS IV, L.P. | FMV | $813,229 | $813,229 |
| DATA COLLECTIVE III, LP | FMV | $195,661 | $195,661 |
| DFJ VENTURE XI, L.P. | FMV | $718,473 | $718,473 |
| LEGACY VENTURE VII | FMV | $350,480 | $350,480 |
| SENTINEL CAPITAL PARTNERS V, LP | FMV | $683,220 | $683,220 |
| SERENT CAPITAL II, L.P. | FMV | $219,828 | $219,828 |
| VINTAGE INVESTMENT PARTNERS VII (CAYMAN) LP | FMV | $120,256 | $120,256 |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL | CategoryTxt |
| Legal Fees | $32,083 | LegalFeesAmt |
| Net Investment Income | $17,996 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $13,453 | DisbursementsCharitablePrpsAmt |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp (3 entries)
| DescDesc | BOY Book ValueBOYBookValueAmt | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| DEPOSITS AND OTHER A/R | -$4,017 | $3,805,412 | $3,805,412 |
| INVESTMENT IN REAL ESTATE | $497,077,130 | $638,536,550 | $638,536,550 |
| DEFINED BENEFIT PLAN | $400,987 | $447,126 | $447,126 |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | MINORITY INTEREST | Desc |
| Amt | $2,315,812 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (22 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| INSURANCE | $34,844 | $8,025 | $26,961 |
| EMPLOYEE RECRUITING | $3,015 | $0 | $2,991 |
| OFFICE SUPPLIES | $13,298 | $7,567 | $6,022 |
| BANK FEES | $30,076 | $6,844 | $24,796 |
| OFFICE FURNITURE & EQUIPMENT | $30,364 | $8,624 | $21,922 |
| MAIL, COURIER & POSTAGE | $14,882 | $4,758 | $9,988 |
| TELEPHONE | $91,686 | $45,118 | $48,461 |
| AUTO | $1,841 | $226 | $2,191 |
| MEALS AND ENTERTAINMENT | $39,269 | $13,251 | $24,887 |
| OFFICE UTILITIES | $143,415 | $0 | $143,596 |
| SUBS., DUES, AND MEMBERSHIPS | $76,159 | $17,069 | $58,888 |
| LICENSES AND FEES | $5,324 | $5,089 | $235 |
| EDUCATION | $53,736 | $9,038 | $46,348 |
| EMPLOYEE WELFARE | $12,045 | $4,430 | $8,412 |
| EMPLOYEE CONSUMABLES | $5,163 | $4,201 | $989 |
| AUDIT VALUATION | $11,600 | $5,800 | $5,800 |
| MISCELLANEOUS EXPENSE | $12,692 | $9,794 | $3,416 |
| COMPUTER EXPENDITURES | $92,069 | $43,065 | $50,611 |
| INVESTMENT ANALYSIS EXPENSES | $1,888 | $1,888 | $0 |
| NET ASSET WRITE OFF | $362 | $0 | $0 |
| PORTFOLIO DEDUCTIONS FROM PARTNERSHIPS | $0 | $2,607,486 | $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 | $10,832,710 | ||
| FOREIGN DIVIDEND INCOME | $1,206,794 | ||
| INCOME FROM AFFILIATES | $2,020,602 | ||
| INCOME FROM AFFILIATES | $28,004,301 | $28,004,301 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | UNREALIZED GAINS | Desc |
| Amt | $97,392,740 | Amt |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail (2 entries)
| DescDesc | BOY Book ValueBOYBookValueAmt | EOY Book ValueEOYBookValueAmt |
|---|---|---|
| DEFERRED TAX | $12,202,300 | $12,725,244 |
| OTHER LONG TERM LIABILITY | $370,000 | $470,000 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| CONSULTING | $323,430 | $51,154 | $251,192 |
| INVESTMENT MANAGEMENT FEES | $1,935,216 | $1,935,216 | $0 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (4 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FEDERAL EXCISE TAXES | $1,821,032 | $0 | $0 |
| FOREIGN TAXES PAID | $0 | $212,839 | $0 |
| PROPERTY TAXES | $6,648 | $1,524 | $5,124 |
| 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 | $80,000 |
| INTERLAND COMMUNITIES | ||||||
| 1590 DREW AVENUE SUITE 200 | DAVIS | CA | 95618 | 942580849 | S CORPORATION DISTRIBUTION | $378,000 |
| INTERLAND GROWTH LP | ||||||
| 1590 DREW AVENUE SUITE 200 | DAVIS | CA | 95618 | 880378850 | PARTNERSHIP DISTRIBUTION | $15,920,000 |
| JRT WHARF PLAZA I & II LLC | ||||||
| 1590 DREW AVENUE SUITE 200 | DAVIS | CA | 95618 | 800100507 | PARTNERSHIP DISTRIBUTION | $488,280 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $16,866,280 | 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 | $296,482 |
| INTERLAND GROWTH LP | ||||||
| 1590 DREW AVENUE SUITE 200 | DAVIS | CA | 95618 | 880378850 | CONTRIBUTION CAPITAL TO PARTNERSHIIP | $59,000,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $59,296,482 | TotalAmt |