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SANDLER FOUNDATION: Form 990, tax year 2012

View the entire original 990 at ProPublica ↗

Organization
SANDLER FOUNDATION (EIN 94-3147856)
Tax period
2012-07-01 to 2013-06-30
Filed
2014-02-14
IRS object ID
201420459349303162
Schema version
2012v2.1
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 ReturnHeader

FieldValueIRS element (for citing)
Timestamp2014-02-14T19:12:17-06:00Timestamp
Tax Period End Date2013-06-30TaxPeriodEndDate

Preparer Firm PreparerFirm

FieldValueIRS element (for citing)
EIN222131009EIN

Preparer Firm Business Name PreparerFirmBusinessName

FieldValueIRS element (for citing)
Business Name Line1ROTHSTEIN KASSBusinessNameLine1

Preparer Firm US Address PreparerFirmUSAddress

FieldValueIRS element (for citing)
Address Line1101 MONTGOMERY ST 22ND FLOORAddressLine1
CitySAN FRANCISCOCity
StateCAState
ZIP Code94104ZIPCode
FieldValueIRS element (for citing)
Return Type990ReturnType
Tax Period Begin Date2012-07-01TaxPeriodBeginDate

Filer Filer

FieldValueIRS element (for citing)
EIN943147856EIN

Name Name

FieldValueIRS element (for citing)
Business Name Line1SANDLER FOUNDATIONBusinessNameLine1
FieldValueIRS element (for citing)
Name ControlSANDNameControl
Phone4157770411Phone

US Address USAddress

FieldValueIRS element (for citing)
Address Line1121 STEUART STREETAddressLine1
CitySAN FRANCISCOCity
StateCAState
ZIP Code94105ZIPCode

Officer Officer

FieldValueIRS element (for citing)
NameHOLDEN LEEName
TitleCFO-JCFTitle
Phone4157770411Phone
Date Signed2014-02-14DateSigned
Authorize Third Party1AuthorizeThirdParty

Preparer Preparer

FieldValueIRS element (for citing)
NameSANDER I STADTLER CPA CVAName
PTINP00195939PTIN
Phone4157886666Phone
FieldValueIRS element (for citing)
Tax Year2012TaxYear
Build TS2015-11-30 17:44:51ZBuildTS

Form 990 IRS990

FieldValueIRS element (for citing)
Name Of Principal Officer PersonMARION O SANDLERNameOfPrincipalOfficerPerson

Address Principal Officer US AddressPrincipalOfficerUS

FieldValueIRS element (for citing)
Address Line1121 STEUART STREETAddressLine1
CitySAN FRANCISCOCity
StateCAState
ZIP Code941051236ZIPCode
FieldValueIRS element (for citing)
Gross Receipts75867361GrossReceipts
Group Return For Affiliates0GroupReturnForAffiliates
Organization501c3XOrganization501c3
Web SiteN/AWebSite
Type Of Organization CorporationXTypeOfOrganizationCorporation
Year Formation1992YearFormation
State Legal DomicileCAStateLegalDomicile
Activity Or Mission DescriptionSUPPORTS CHARITABLE, EDUCATIONAL, & RELIGIOUS PURPOSES OF JEWISH COMM FEDERATION OF SFActivityOrMissionDescription
Nbr Voting Members Governing Body5NbrVotingMembersGoverningBody
Nbr Independent Voting Members3NbrIndependentVotingMembers
Total Nbr Employees9TotalNbrEmployees
Total Nbr Volunteers0TotalNbrVolunteers
Total Gross UBI0TotalGrossUBI
Net Unrelated Business Txbl Income0NetUnrelatedBusinessTxblIncome
Contributions Grants Prior Year5048633ContributionsGrantsPriorYear
Contributions Grants Current Year3366687ContributionsGrantsCurrentYear
Program Service Revenue Prior Year0ProgramServiceRevenuePriorYear
Program Service Revenue CY0ProgramServiceRevenueCY
Investment Income Prior Year9367132InvestmentIncomePriorYear
Investment Income Current Year14862636InvestmentIncomeCurrentYear
Other Revenue Prior Year0OtherRevenuePriorYear
Other Revenue Current Year0OtherRevenueCurrentYear
Total Revenue Prior Year14415765TotalRevenuePriorYear
Total Revenue Current Year18229323TotalRevenueCurrentYear
Grants And Similar Amnts Prior Year50326876GrantsAndSimilarAmntsPriorYear
Grants And Similar Amnts CY47052676GrantsAndSimilarAmntsCY
Benefits Paid To Members Prior Year0BenefitsPaidToMembersPriorYear
Benefits Paid To Members CY0BenefitsPaidToMembersCY
Salaries Etc Prior Year1026023SalariesEtcPriorYear
Salaries Etc Current Year1106451SalariesEtcCurrentYear
Total Prof Fundrsng Exp Prior Year0TotalProfFundrsngExpPriorYear
Total Prof Fundrsng Exp CY0TotalProfFundrsngExpCY
Total Fundrsng Exp Current Year0TotalFundrsngExpCurrentYear
Other Expense Prior Year1068974OtherExpensePriorYear
Other Expenses Current Year1269783OtherExpensesCurrentYear
Total Expenses Prior Year52421873TotalExpensesPriorYear
Total Expenses Current Year49428910TotalExpensesCurrentYear
Revenues Less Expenses Prior Year-38006108RevenuesLessExpensesPriorYear
Revenues Less Expenses CY-31199587RevenuesLessExpensesCY
Total Assets BOY683935436TotalAssetsBOY
Total Assets EOY747494350TotalAssetsEOY
Total Liabilities BOY3739304TotalLiabilitiesBOY
Total Liabilities EOY3359583TotalLiabilitiesEOY
Net Assets Or Fund Balances BOY680196132NetAssetsOrFundBalancesBOY
Net Assets Or Fund Balances EOY744134767NetAssetsOrFundBalancesEOY
Mission DescriptionTHE 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.MissionDescription
Significant New Program Services0SignificantNewProgramServices
Significant Change0SignificantChange
Expense47052676Expense
Grants47052676Grants
DescriptionTHIS FOUNDATION MADE GRANTS IN SUPPORT OF THE CHARITABLE,EDUCATIONAL, SCIENTIFIC OR RELIGIOUS PURPOSES OF THE JEWISHCOMMUNITY FEDERATION OF SAN FRANCISCO, THE PENINSULA, MARIN ANDSONOMA COUNTIES.Description
Total Program Service Expense47052676TotalProgramServiceExpense
Described In501 C31DescribedIn501C3
Schedule B Required1ScheduleBRequired
Political Activities0PoliticalActivities
Lobbying Activities0LobbyingActivities
Subject To Proxy Tax0SubjectToProxyTax
Donor Advised Funds0DonorAdvisedFunds
Conservation Easements0ConservationEasements
Collections Of Art0CollectionsOfArt
Credit Counseling0CreditCounseling
Term Or Permanent Endowments0TermOrPermanentEndowments
Report Land Bldg Equip1ReportLandBldgEquip
Report Invest Oth Securities1ReportInvestOthSecurities
Report Prog Rel Invest0ReportProgRelInvest
Report Other Assets0ReportOtherAssets
Report Other Liabilities0ReportOtherLiabilities
Report Fin48 Footnote0ReportFin48Footnote
Independent Audit Financial Stmt1IndependentAuditFinancialStmt
Consolidated Audit Financial Stmt1ConsolidatedAuditFinancialStmt
School0School
Foreign Office0ForeignOffice
Foreign Activities1ForeignActivities
More Than5000 K To Organizations1MoreThan5000KToOrganizations
More Than5000 K To Individuals0MoreThan5000KToIndividuals
Professional Fundraising0ProfessionalFundraising
Fundraising Activities0FundraisingActivities
Gaming0Gaming
Hospital0Hospital
Grants To Organizations1GrantsToOrganizations
Grants To Individuals0GrantsToIndividuals
Schedule J Required1ScheduleJRequired
Tax Exempt Bonds0TaxExemptBonds
Excess Benefit Transaction0ExcessBenefitTransaction
Prior Excess Benefit Transaction0PriorExcessBenefitTransaction
Loan To Officer Or DQP0LoanToOfficerOrDQP
Grant To Related Person0GrantToRelatedPerson
Bsnss Rltnshp With Organization0BsnssRltnshpWithOrganization
Bsnss Rltnshp Thru Family Member0BsnssRltnshpThruFamilyMember
Officer Entity With Bsnss Rltnshp0OfficerEntityWithBsnssRltnshp
Deductible Non Cash Contributions0DeductibleNonCashContributions
Deductible Contributions Of Art0DeductibleContributionsOfArt
Terminated0Terminated
Partial Liquidation0PartialLiquidation
Disregarded Entity0DisregardedEntity
Related Entity1RelatedEntity
Related Org Controlled Entity0RelatedOrgControlledEntity
Transfers To Exempt Non Chrtbl Org0TransfersToExemptNonChrtblOrg
Activities Conducted Partnership0ActivitiesConductedPartnership
Schedule O Required1ScheduleORequired
Number Forms Transmitted With109610NumberFormsTransmittedWith1096
Number W2 G Included0NumberW2GIncluded
Number Of Employees9NumberOfEmployees
Employment Tax Returns Filed1EmploymentTaxReturnsFiled
Unrelated Business Income0UnrelatedBusinessIncome
Foreign Financial Account0ForeignFinancialAccount
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTrans
Taxable Party Notification0TaxablePartyNotification
Non Deductible Contributions0NonDeductibleContributions
Quid Pro Quo Contributions0QuidProQuoContributions
Form8282 Property Disposed Of0Form8282PropertyDisposedOf
Funds To Pay Premiums0FundsToPayPremiums
Premiums Paid0PremiumsPaid
Indoor Tanning Services0IndoorTanningServices
Info In Schedule O Part VIXInfoInScheduleOPartVI
Nbr Voting Governing Body Members5NbrVotingGoverningBodyMembers
Number Independent Voting Members3NumberIndependentVotingMembers
Family Or Business Relationship1FamilyOrBusinessRelationship
Delegation Of Management Duties0DelegationOfManagementDuties
Changes To Organizing Docs0ChangesToOrganizingDocs
Material Diversion Or Misuse0MaterialDiversionOrMisuse
Members Or Stockholders0MembersOrStockholders
Election Of Board Members0ElectionOfBoardMembers
Decisions Subject To Approval0DecisionsSubjectToApproval
Minutes Of Governing Body1MinutesOfGoverningBody
Minutes Of Committees1MinutesOfCommittees
Officer Mailing Address0OfficerMailingAddress
Local Chapters0LocalChapters
Form990 Provided To Governing Body1Form990ProvidedToGoverningBody
Conflict Of Interest Policy1ConflictOfInterestPolicy
Annual Disclosure Covered Persons1AnnualDisclosureCoveredPersons
Regular Monitoring Enforcement1RegularMonitoringEnforcement
Whistleblower Policy1WhistleblowerPolicy
Document Retention Policy1DocumentRetentionPolicy
Compensation Process CEO1CompensationProcessCEO
Compensation Process Other1CompensationProcessOther
Investment In Joint Venture0InvestmentInJointVenture
States Where Copy Of Return Is FiledCAStatesWhereCopyOfReturnIsFiled
Other WebsiteXOtherWebsite
Upon RequestXUponRequest

The Books Are In Care Of TheBooksAreInCareOf

Name Business NameBusiness

FieldValueIRS element (for citing)
Business Name Line1HOLDEN LEEBusinessNameLine1
FieldValueIRS element (for citing)
Telephone Number4157770411TelephoneNumber

Address US AddressUS

FieldValueIRS element (for citing)
Address Line1121 STEUART STREETAddressLine1
CitySAN FRANCISCOCity
StateCAState
ZIP Code941051236ZIPCode

Form990 Part VII Section A Form990PartVIISectionA (8 entries)

TitleTitleAverage Hours Per WeekAverageHoursPerWeekIndividual Trustee Or DirectorIndividualTrusteeOrDirectorOfficerOfficerReportable Comp From OrganizationReportableCompFromOrganizationReportable Comp From Related OrgsReportableCompFromRelatedOrgsOther CompensationOtherCompensationHighest Compensated EmployeeHighestCompensatedEmployee
HERBERT M SANDLER
PRESIDENT/DIRECTOR1.00XX000
PHYLLIS COOK
DIRECTOR1.00X0660000
ROBERT FRIEND
INVEST CHAIR/DIRECTOR1.00XX000
DAVID FOLKMAN
DIRECTOR1.00X000
SUSAN SANDLER
DIRECTOR1.00X000
STEVE DAETZ
EXECUTIVE VP/ASST SEC40.00X376000074039
MARK REISBAUM
TREASURER/SECRETARY1.00X024371718097
SERGIO KNAEBEL
GRANT DIRECTOR40.00138600021550X
FieldValueIRS element (for citing)
Total Reportable Comp From Org514600TotalReportableCompFromOrg
Total Reportable Comp Frm Rltd Orgs309717TotalReportableCompFrmRltdOrgs
Total Other Compensation113686TotalOtherCompensation
Number Individuals GT100 K2NumberIndividualsGT100K
Formers Listed0FormersListed
Total Comp GT150 K1TotalCompGT150K
Compensation From Other Sources0CompensationFromOtherSources
Number Of Contractors GT100 K0NumberOfContractorsGT100K
All Other Contributions3366687AllOtherContributions
Total Contributions3366687TotalContributions

Investment Income InvestmentIncome

FieldValueIRS element (for citing)
Total Revenue Column15138461TotalRevenueColumn
Exclusion$15,138,461ExclusionAmount

Gross Amount Sales Assets GrossAmountSalesAssets

FieldValueIRS element (for citing)
Securities57362213Securities

Less Cost Oth Basis Sales Expenses LessCostOthBasisSalesExpenses

FieldValueIRS element (for citing)
Securities57638038Securities

Gain Or Loss GainOrLoss

FieldValueIRS element (for citing)
Securities-275825Securities

Net Gain Or Loss Investments NetGainOrLossInvestments

FieldValueIRS element (for citing)
Total Revenue Column-275825TotalRevenueColumn
Exclusion-$275,825ExclusionAmount

Total Revenue TotalRevenue

FieldValueIRS element (for citing)
Total Revenue Column18229323TotalRevenueColumn
Related Or Exempt Function Income0RelatedOrExemptFunctionIncome
Unrelated Business Revenue0UnrelatedBusinessRevenue
Exclusion$14,862,636ExclusionAmount

Grants To Domestic Orgs GrantsToDomesticOrgs

FieldValueIRS element (for citing)
Total45498376Total
Program Services45498376ProgramServices

Foreign Grants ForeignGrants

FieldValueIRS element (for citing)
Total1554300Total
Program Services1554300ProgramServices

Other Salaries And Wages OtherSalariesAndWages

FieldValueIRS element (for citing)
Total1091401Total
Management And General1091401ManagementAndGeneral

Other Employee Benefits OtherEmployeeBenefits

FieldValueIRS element (for citing)
Total15050Total
Management And General15050ManagementAndGeneral

Fees For Services Other FeesForServicesOther

FieldValueIRS element (for citing)
Total276702Total
Management And General276702ManagementAndGeneral

Office Expenses OfficeExpenses

FieldValueIRS element (for citing)
Total31554Total
Management And General31554ManagementAndGeneral

Travel Travel

FieldValueIRS element (for citing)
Total113376Total
Management And General113376ManagementAndGeneral

Insurance Insurance

FieldValueIRS element (for citing)
Total5896Total
Management And General5896ManagementAndGeneral

Other Expenses OtherExpenses (3 entries)

DescriptionDescriptionTotalTotalManagement And GeneralManagementAndGeneral
OCCUPANCY521530521530
ADMINISTRATIVE FEES200000200000
DATA PROCESSING SERVICE120725120725

Total Functional Expenses TotalFunctionalExpenses

FieldValueIRS element (for citing)
Total49428910Total
Program Services47052676ProgramServices
Management And General2376234ManagementAndGeneral
Fundraising0Fundraising

Savings And Temp Cash Investments SavingsAndTempCashInvestments

FieldValueIRS element (for citing)
BOY33238762BOY
EOY41620190EOY

Accounts Receivable AccountsReceivable

FieldValueIRS element (for citing)
BOY5042877BOY
EOY5467815EOY

Prepaid Expenses Deferred Charges PrepaidExpensesDeferredCharges

FieldValueIRS element (for citing)
BOY0BOY
EOY1223EOY
FieldValueIRS element (for citing)
Land Buildings Equipment Basis896675LandBuildingsEquipmentBasis
Land Bldg Equipment Accum Deprec765022LandBldgEquipmentAccumDeprec

Land Buildings Equipment Basis Net LandBuildingsEquipmentBasisNet

FieldValueIRS element (for citing)
BOY167515BOY
EOY131653EOY

Investments Pub Traded Securities InvestmentsPubTradedSecurities

FieldValueIRS element (for citing)
BOY556442740BOY
EOY655339121EOY

Investments Other Securities InvestmentsOtherSecurities

FieldValueIRS element (for citing)
BOY89043542BOY
EOY44934348EOY

Total Assets TotalAssets

FieldValueIRS element (for citing)
BOY683935436BOY
EOY747494350EOY

Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses

FieldValueIRS element (for citing)
BOY137958BOY
EOY186799EOY

Grants Payable GrantsPayable

FieldValueIRS element (for citing)
BOY3601346BOY
EOY3172784EOY

Total Liabilities TotalLiabilities

FieldValueIRS element (for citing)
BOY3739304BOY
EOY3359583EOY
FieldValueIRS element (for citing)
Follow SFAS117XFollowSFAS117

Unrestricted Net Assets UnrestrictedNetAssets

FieldValueIRS element (for citing)
BOY675237890BOY
EOY737670303EOY

Temporarily Restricted Net Assets TemporarilyRestrictedNetAssets

FieldValueIRS element (for citing)
BOY4958242BOY
EOY6464464EOY

Total Net Assets Fund Balances TotalNetAssetsFundBalances

FieldValueIRS element (for citing)
BOY680196132BOY
EOY744134767EOY

Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances

FieldValueIRS element (for citing)
BOY683935436BOY
EOY747494350EOY
FieldValueIRS element (for citing)
Reconcilation Revenue Expenses-31199587ReconcilationRevenueExpenses
Reconciliation Unrealized Invest95138222ReconciliationUnrealizedInvest
Reconcilation Other Changes0ReconcilationOtherChanges
Info In Schedule O Part XIIXInfoInScheduleOPartXII
Method Of Accounting AccrualXMethodOfAccountingAccrual
Accountant Compile Or Review0AccountantCompileOrReview
FS Audited1FSAudited

FS Audited Basis FSAuditedBasis

FieldValueIRS element (for citing)
Financial Statement BothXFinancialStatementBoth
FieldValueIRS element (for citing)
Audit Committee1AuditCommittee
Federal Grant Audit Required0FederalGrantAuditRequired

Schedule A IRS990ScheduleA

FieldValueIRS element (for citing)
Supporting Organization509a3XSupportingOrganization509a3
Supporting Org509a3 Type1XSupportingOrg509a3Type1
Certification CheckboxXCertificationCheckbox
Contrib By Controlling Individual0ContribByControllingIndividual
Contribution By Related Party0ContributionByRelatedParty
Contrib By35 Controlled Entity0ContribBy35ControlledEntity

Supported Org Information SupportedOrgInformation

Name Name

FieldValueIRS element (for citing)
Business Name Line1JEWISH COMMUNITY FEDERATION OF SFBusinessNameLine1
FieldValueIRS element (for citing)
EIN941156533EIN
Type Of Organization7TypeOfOrganization
Listed In Governing Doc1ListedInGoverningDoc
Supported Organization Notified1SupportedOrganizationNotified
Organized In US1OrganizedInUS
Amount$560,000Amount
FieldValueIRS element (for citing)
Total Number Of Supported Orgs1TotalNumberOfSupportedOrgs
Sum Of Amounts560000SumOfAmounts

Schedule B IRS990ScheduleB

Contributor Info ContributorInfo

FieldValueIRS element (for citing)
Contributor NumberRESTRICTEDContributorNumber

Contributor Name Business ContributorNameBusiness

FieldValueIRS element (for citing)
Business Name Line1RESTRICTEDBusinessNameLine1

Contributor Address US ContributorAddressUS

FieldValueIRS element (for citing)
Address Line1RESTRICTEDAddressLine1
Address Line2RESTRICTEDAddressLine2
CityRESTRICTEDCity
StateRESTRICTEDState
ZIP CodeRESTRICTEDZIPCode
FieldValueIRS element (for citing)
Aggregate ContributionsRESTRICTEDAggregateContributions

Schedule D IRS990ScheduleD

Leasehold Improvements LeaseholdImprovements

FieldValueIRS element (for citing)
Investment Cost Or Other Basis532572InvestmentCostOrOtherBasis
Depreciation532572Depreciation
Book Value0BookValue

Equipment Equipment

FieldValueIRS element (for citing)
Investment Cost Or Other Basis256013InvestmentCostOrOtherBasis
Depreciation232450Depreciation
Book Value23563BookValue

Other Land Buildings OtherLandBuildings

FieldValueIRS element (for citing)
Investment Cost Or Other Basis108090InvestmentCostOrOtherBasis
Book Value108090BookValue
FieldValueIRS element (for citing)
Total Of Book Value Land Buildings131653TotalOfBookValueLandBuildings

Other Securities OtherSecurities (2 entries)

DescriptionDescriptionBook ValueBookValueMethod Of ValuationMethodOfValuation
FARALLON CAPITAL INST. PTRS, L.P.24305628F
MADISON REAL ESTATE LIQUIDATION LP20628720F
FieldValueIRS element (for citing)
Total Of Book Value Securities44934348TotalOfBookValueSecurities
Tot Revenue Etc Audited Fincl Stmt113367545TotRevenueEtcAuditedFinclStmt
Net Unrealized Gains Investments95138222NetUnrealizedGainsInvestments
Revenue Not Rptd F99095138222RevenueNotRptdF990
Revenue Subtotal18229323RevenueSubtotal
Revenue Not Rptd On Fin Stmt0RevenueNotRptdOnFinStmt
Total Revenue Per Form99018229323TotalRevenuePerForm990
Tot Expenses Etc Audited Fincl Stmt49428910TotExpensesEtcAuditedFinclStmt
Expenses Not Rptd F9900ExpensesNotRptdF990
Expenses Subtotal49428910ExpensesSubtotal
Expenses Not Rptd On Fin Stmt0ExpensesNotRptdOnFinStmt
Total Expenses Per Form99049428910TotalExpensesPerForm990

Schedule F IRS990ScheduleF

FieldValueIRS element (for citing)
Grant Records Maintained1GrantRecordsMaintained

Accts Actvs Out US Table AcctsActvsOutUSTable (2 entries)

RegionRegionType Of Activities ConductedTypeOfActivitiesConductedTotal ExpendituresTotalExpenditures
UNITED KINGDOMGRANTMAKING1092500
AUSTRALIAGRANTMAKING461800
FieldValueIRS element (for citing)
Subtotal Number Of Offices0SubtotalNumberOfOffices
Subtotal Number Of Employees0SubtotalNumberOfEmployees
Cont Number Of Offices0ContNumberOfOffices
Cont Number Of Employees0ContNumberOfEmployees
Total Number Of Offices0TotalNumberOfOffices
Total Number Of Employees0TotalNumberOfEmployees
Subtotal Amount Spent1554300SubtotalAmountSpent
Cont Amount Spent0ContAmountSpent
Total Amount Spent1554300TotalAmountSpent

Grants To Orgs Outside US GrantsToOrgsOutsideUS (2 entries)

RegionRegionPurpose Of GrantPurposeOfGrantAmount Of Cash GrantAmountOfCashGrantManner Of Cash DisbursementMannerOfCashDisbursementMethod Of ValuationMethodOfValuation
UNITED KINGDOMASTHMA NATIONAL GRANTS PROGRAM RESEARCH AWARD1092500WIRE TRANSFERCASH VALUE
AUSTRALIAASTHMA NATIONAL GRANTS PROGRAM RESEARCH AWARD461800WIRE TRANSFERCASH VALUE
FieldValueIRS element (for citing)
Total Number Of501c3 Orgs2TotalNumberOf501c3Orgs
Transfer To Foreign Corp0TransferToForeignCorp
Interest In Foreign Trust0InterestInForeignTrust
Own Foreign Corp0OwnForeignCorp
Passive Foreign Invest Co0PassiveForeignInvestCo
Foreign Partnership0ForeignPartnership
Boycott Countries0BoycottCountries

Form990 Schedule F Part V Form990ScheduleFPartV

FieldValueIRS element (for citing)
ExplanationSTAFF AND VOLUNTEER COMMITTEES MONITOR COMPLIANCE AND PERFORMANCE WITH TERMS AND CONDITIONS LISTED IN GRANT AWARD LETTERS THROUGH MID-TERM AND YEAR END REPORT REQUIREMENTS.Explanation

Schedule I IRS990ScheduleI

FieldValueIRS element (for citing)
Records Maintained1RecordsMaintained

Recipient Table RecipientTable (84 entries)

Address Line1AddressUS/AddressLine1CityAddressUS/CityStateAddressUS/StateZIP CodeAddressUS/ZIPCodeEIN Of RecipientEINOfRecipientIRC SectionIRCSectionAmount Of Cash GrantAmountOfCashGrantMethod Of ValuationMethodOfValuationDescription Of Non Cash AssistanceDescriptionOfNonCashAssistancePurpose Of GrantPurposeOfGrantAddress Line2AddressUS/AddressLine2
INTERNATIONAL COMMUNITY FOUNDATION
2505 N AVENUENATIONAL CITYCA91950131624046501(C)(3)1000000CASH VALUEN/AFOR THE SANDLER FAMILY INTERNATIONAL FUND
RELIGIOUS ACTION CENTER FOR REFORM JUDAISM
2027 MASSACHUSETTS AVE NWWASHINGTONDC20036131663143501(C)(3)50000CASH VALUEN/AFOR GENERAL SUPPORT
THE CITY COLLEGE FUND
CITY COLLEGE OF NEW YORK CITYNEW YORKNY10031131760098501(C)(3)25000CASH VALUEN/AFOR GENERAL SUPPORTSHEPARD HALL RM 166
HUMAN RIGHTS WATCH
350 FIFTH AVENUE 34TH FLOORNEW YORKNY101183299132875808501(C)(3)2750000CASH VALUEN/AGENERAL SUPPORT
CONSULTATIVE GROUP ON BIOLOGICAL DIVERSITY
PRESIDIO BLDG 1016 2ND FLOOR POBOXSAN FRANCISCOCA94129133431076501(C)(3)40000CASH VALUEN/AGULF OF CALIFORNIA FUNDER'S GROUP COORDINATION29361
AMERICAN CIVIL LIBERTIES UNION
125 BROAD STREETNEW YORKNY10004136213516501(C)(3)1175000CASH VALUEN/AFOR THE STRATEGIC AFFILIATE INITIATIVE
AMERICAN CIVIL LIBERTIES UNION
125 BROAD STREETNEW YORKNY10004136213516501(C)(3)1750000CASH VALUEN/AFOR GENERAL SUPPORT
PRO PUBLICA INC
55 BROADWAY 23RD FLOORNEW YORKNY10006142007220501(C)(3)3000000CASH VALUEN/AFOR GENERAL SUPPORT
J STREET EDUCATION FUND INC
POBOX 66073WASHINGTONDC20035202777557501(C)(3)250000CASH VALUEN/AFOR GENERAL SUPPORT
LEADERSHIP CONFERENCE EDUCATION FUND INC
1629 K STREET NW SUITE 1000 10THWASHINGTONDC20006237026895501(C)(3)100000CASH VALUEN/AGENERAL SUPPORTFLOOR
THAT MAN MAY SEE
10 KORET WAY BOX 0352SAN FRANCISCOCA94143237129943501(C)(3)50000CASH VALUEN/AFOR GENERAL SUPPORT
MDRC
16 EAST 34TH STREET 19TH FLOORNEW YORKNY100154326237379473501(C)(3)600000CASH VALUEN/AFOR GENERAL SUPPORT
TRUMAN NATIONAL SECURITY INSTITUTE
1050-17TH STREET SUITE 375WASHINGTONDC20036262959113501(C)(3)150000CASH VALUEN/AFOR GENERAL SUPPORT
NATIONAL PUBLIC EDUCATION SUPPORT FUND
3205 R STREET NWWASHINGTONDC20007263015634501(C)(3)50000CASH VALUEN/AFOR NEW MODELS WORKING GROUP
NATIONAL PUBLIC EDUCATION SUPPORT FUND
3205 R STREET NWWASHINGTONDC20007263015634501(C)(3)25000CASH VALUEN/AFOR THE EDUCATION FUNDERS STRATEGY GROUP
CENTER FOR AMERICAN PROGRESS
1333 H STREET NW 10TH FLOORWASHINGTONDC20005300126510501(C)(3)250000CASH VALUEN/AFOR THE EQUITABLE GROWTH PROGRAM
CENTER FOR AMERICAN PROGRESS
1333 H STREET NW 10TH FLOORWASHINGTONDC20005300126510501(C)(3)4000000CASH VALUEN/AFOR GENERAL SUPPORT
LEARNING FORWARD
17330 PRESTON ROAD SUITE 106-DDALLASTX75252310955962501(C)(3)250000CASH VALUEN/AFOR MOVING TPL FORWARD PROJECT
SCHWAB CHARITABLE FUND
211 MAIN STREETSAN FRANCISCOCA94105311640316501(C)(3)100000CASH VALUEN/AFOR DONOR-ADVISED PHILANTHROPIC FUND PURPOSES
OCEANA
1350 CONNECTICUT AVE NW 5TH FLWASHINGTONDC20036510401308501(C)(3)2000000CASH VALUEN/AGENERAL SUPPORT
CENTER ON BUDGET AND POLICY PRIORITIES
820 FIRST STREET NE SUITE 510WASHINGTONDC20002521234565501(C)(3)500000CASH VALUEN/AFOR GENERAL SUPPORT
CENTER ON BUDGET AND POLICY PRIORITIES
820 FIRST STREET NE SUITE 510WASHINGTONDC20002521234565501(C)(3)1300000CASH VALUEN/ATO SUPPORT THE CENTER'S STATE FISCAL EFFORTS
THE AMERICAN CONSTITUTION SOCIETY FOR LAW & POLICY
1333 H STREET NW 11TH FLOORWASHINGTONDC20005522313694501(C)(3)750000CASH VALUEN/AFOR GENERAL SUPPORT
COUNCIL OF CHIEF STATE SCHOOL OFFICERS
ONE MASSACHUSETTS AVE NW SUITE 700WASHINGTONDC20001530198090501(C)(3)170038CASH VALUEN/AFOR THE "SMARTER BALANCED ASSESSMENT CONSORTIUM
CENTER FOR RESPONSIBLE LENDING
PO BOX 3619DURHAMNC277023619743043913501(C)(3)3000000CASH VALUEN/AFOR GENERAL SUPPORT
WILDCOAST
925 SEACOAST DRIVEIMPERIAL BEACHCA91932770536297501(C)(3)300000CASH VALUEN/AFOR GENERAL SUPPORT
CENTER FOR BIOLOGICAL DIVERSITY
POBOX 710TUCSONAZ85702850420285501(C)(3)760000CASH VALUEN/AIN SUPPORT OF THE CLIMATE LAW INSTITUTE
TURTLE ISLAND RESTORATION NETWORK
POBOX 400FOREST KNOLLSCA94933911818080501(C)(3)265000CASH VALUEN/AFOR GENERAL SUPPORT
ISLAND CONSERVATION
100 SHAFFER ROAD LMLSANTA CRUZCA95060911839907501(C)(3)300000CASH VALUEN/AFOR GENERAL SUPPORT
STANFORD UNIVERSITY
326 GALVEZ STREETSTANFORDCA94305941156365501(C)(3)250000CASH VALUEN/AASTHMA NATIONAL GRANTS PROGRAM RESEARCH AWARD
STANFORD UNIVERSITY
326 GALVEZ STREETSTANFORDCA94305941156365501(C)(3)100000CASH VALUEN/AFOR THE "SUPPORTING PERFORMANCE ASSESSMENT" PROJECT
STANFORD UNIVERSITY
326 GALVEZ STREETSTANFORDCA94305941156365501(C)(3)154000CASH VALUEN/AFOR THE "SCOPE" PROJECT
STANFORD UNIVERSITY
326 GALVEZ STREETSTANFORDCA94305941156365501(C)(3)32400CASH VALUEN/ASTANFORD CENTER ON OPPORTUNITY POLICY IN EDUCATION
JEWISH COMMUNITY FEDERATION
121 STEUART STREETSAN FRANCISCOCA94105941156533501(C)(3)50000CASH VALUEN/AFOR DONOR ADVISED FUND
JEWISH COMMUNITY FEDERATION
121 STEUART STREETSAN FRANCISCOCA94105941156533501(C)(3)500000CASH VALUEN/AJEWISH VOCATIONAL SERVICES
PICO
171 SANTA ROSA AVEOAKLANDCA94610942206497501(C)(3)1000000CASH VALUEN/AFOR GENERAL SUPPORT
NATIONAL CENTER FOR YOUTH LAW
405 14TH STREET SUITE 1500OAKLANDCA94612942506933501(C)(3)250000CASH VALUEN/AFOR GENERAL SUPPORT
THE REGENTS OF THE UNIVERSITY OF CALIFORNIA AT SAN FRANCISCO
1855 FOLSOM STREET MCB 425 BOX 0897SAN FRANCISCOCA94143942829914501(C)(3)75000CASH VALUEN/AASTHMA NATIONAL GRANTS PROGRAM RESEARCH AWARD
UNIVERSITY OF CALIFORNIA SAN FRANCISCO FOUNDATION
220 MONTGOMERY STREET 5TH FLOORSAN FRANCISCOCA94104942829914501(C)(3)1325000CASH VALUEN/ASANDLER ASTHMA BASIC RESEARCH CENTER (SABRE)
UNIVERSITY OF CALIFORNIA SAN FRANCISCO FOUNDATION
220 MONTGOMERY STREET 5TH FLOORSAN FRANCISCOCA94104942829914501(C)(3)3000000CASH VALUEN/APROGRAM FOR BREAKTHROUGH BIOMEDICAL RESEARCH (PBBR)
UNIVERSITY OF CALIFORNIA SAN FRANCISCO FOUNDATION
220 MONTGOMERY STREET 5TH FLOORSAN FRANCISCOCA94104942829914501(C)(3)260000CASH VALUEN/AADMINISTRATIVE COSTS FOR THE AMERICAN ASTHMA FOUNDATION RESEARCH PROGRAM
UNIVERSITY OF CALIFORNIA SAN FRANCISCO FOUNDATION
220 MONTGOMERY STREET 5TH FLOORSAN FRANCISCOCA94104942829914501(C)(3)2071438CASH VALUEN/ANEUROSCIENCES INITIATIVE BUILDING CAMPAIGN
UNIVERSITY OF CALIFORNIA SAN FRANCISCO FOUNDATION
220 MONTGOMERY STREET 5TH FLOORSAN FRANCISCOCA94104942829914501(C)(3)50000CASH VALUEN/AFOR THE OSHER CENTER FOR INTEGRATIVE MEDICINE
JUSTICE MATTERS INSTITUTE
436 14TH STREET SUITE 700OAKLANDCA94612943275302501(C)(3)35000CASH VALUEN/AFOR GENERAL SUPPORT
THE REGENTS OF THE UNIVERSITY OF CALIFORNIA AT BERKELEY
2150 SHATTUCK AVE SUITE 313BERKELEYCA947204200946002123501(C)(3)375000CASH VALUEN/AASTHMA NATIONAL GRANTS PROGRAM RESEARCH AWARD
THE REGENTS OF THE UNIVERSITY OF CALIFORNIA AT BERKELEY
2150 SHATTUCK AVE SUITE 313BERKELEYCA947204200946002123501(C)(3)100000CASH VALUEN/AFOR THE INVESTIGATIVE REPORTING PROGRAM
THE REGENTS OF THE UNIVERSITY OF CALIFORNIA AT BERKELEY
2150 SHATTUCK AVE SUITE 313BERKELEYCA947204200946002123501(C)(3)250000CASH VALUEN/AFOR THE CENTER FOR EQUITABLE GROWTH
SIERRA CLUB FOUNDATION
85 SECOND STREET 2ND FLOORSAN FRANCISCOCA94105946069890501(C)(3)500000CASH VALUEN/ABEYOND COAL CAMPAIGN
RESOURCES LEGACY FUND
555 CAPITOL MALL SUITE 675SACRAMENTOCA95814954703838501(C)(3)2500000CASH VALUEN/ANORTHWEST MEXICO LAND CONSERVATION PROGRAM
JEWISH COMMUNITY FEDERATION
121 STEUART STREETSAN FRANCISCOCA94105941156533501(C)(3)10000CASH VALUEN/AAWARDS EVENT
CASE WESTERN RESERVE UNIVERSITY
10900 EUCLID AVENUECLEVELANDOH441064919341018992501(C)(3)150000CASH VALUEN/AASTHMA NATIONAL GRANTS PROGRAM RESEARCH AWARD
COMMUNITY STUDIES INC
670 WEST END AVENUENEW YORK CITYNY10026132998311501(C)(3)150000CASH VALUEN/AFOR NEW YORK PERFORMANCE STANDARDS CONSORTIUM
COMPASSION AND CHOICES
PO BOX 101810DENVERCO80250841328829501(C)(3)10000CASH VALUEN/ALUNCH FOR LIFE
CREIGHTON UNIVERSITY
2500 CALIFORNIA PLAZAOMAHANE68178470376583501(C)(3)150000CASH VALUEN/AASTHMA NATIONAL GRANTS PROGRAM RESEARCH AWARD
EARTHJUSTICE
50 CALIFORNIA STREET SUITE 500SAN FRANCISCOCA94111941730465501(C)(3)2000000CASH VALUEN/AFOR GENERAL SUPPORT
EDUCATION COUNCIL
101 CONSTITUTION AVENUE NW SUITEWASHINGTONDC20001570215445501(C)(3)150000CASH VALUEN/AFOR GENERAL SUPPORT900
EDUCATION POLICY IMPROVEMENT CENTER
720 E 13TH AVENUE SUITE 203EUGENEOR97401820569407501(C)(3)68000CASH VALUEN/AFOR THE "SUPPORTING PERFORMANCE ASSESSMENT" PROJECT
FAITH AND PUBLIC LIFE RESOURCE CENTER
1101 VERMONT AVENUE NW 9TH FLOORWASHINGTONDC20005203798596501(C)(3)200000CASH VALUEN/AFOR GENERAL SUPPORT
FLORIDA INSTITUTE OF TECHNOLOGY
150 WEST UNIVERSITY BLVDMELBOURNEFL32901596046500501(C)(3)250000CASH VALUEN/AASTHMA NATIONAL GRANTS PROGRAM RESEARCH AWARD
JOHN HOPKINS UNIVERSITY
ONE CHARLES CENTER SUITE 336 100BALTIMOREMD21201520595110501(C)(3)400000CASH VALUEN/AASTHMA NATIONAL GRANTS PROGRAM RESEARCH AWARDNORTH CHARLES ST
KNOX COLLEGE
2 SOUTH STREETGALESBURGIL61401370673513501(C)(3)50000CASH VALUEN/AIN SUPPORT OF THE RENOVATION OF A HISTORICAL BUILDING ON
NATIONAL INSTITUTE ON HEALTH
9000 ROCKVILLE PIKEBETHESDAMD20892520858115501(C)(3)161500CASH VALUEN/AASTHMA NATIONAL GRANTS PROGRAM RESEARCH AWARD
NATURAL RESOURCES DEFENSE COUNCIL
111 SUTTER STREET 20TH FLOORSAN FRANCISCOCA94104132654926501(C)(3)200000CASH VALUEN/AFOR THE OCEANS PROGRAM
PALINDROME ADVISORS
229 BRANNA STREET SUITE 6ESAN FRANCISCOCA94107273768163501(C)(3)200000CASH VALUEN/AFOR THE CLIMATE X PROJECT
SCHOTT FOUNDATION FOR PUBLIC EDUCATION
675 MASSACHUSETTS AVENUE 8TH FLOORCAMBRIDGEMA02139043457065501(C)(3)51000CASH VALUEN/AFOR COLLABORATIVE WORK WITH SCOPE ON OTL ISSUES
ST JUDE CHILDREN'S RESEARCH HOSPITAL
501 ST JUDE PLACEMEMPHISTN38105620646012501(C)(3)150000CASH VALUEN/AASTHMA NATIONAL GRANTS PROGRAM RESEARCH AWARD
THE BOARD OF REGENTS OF THE UNIV OF WISCONSIN SYSTEM
DRAWER 538MILWAUKEEWI532780538396006492501(C)(3)250000CASH VALUEN/AASTHMA NATIONAL GRANTS PROGRAM RESEARCH AWARD
THE MANAGEMENT CENTER
1710 RHODE ISLAND AVENUE NW SUITEWASHINGTONDC20036205197607501(C)(3)100000CASH VALUEN/AFOR GENERAL SUPPORT1100
THE REGENTS OF THE UNIVERSITY OF CALIFORNIA AT SAN DIEGO
9500 GILMAN DRIVE MAIL CODE 0009LA JOLLACA920930009501(C)(3)325000CASH VALUEN/AASTHMA NATIONAL GRANTS PROGRAM RESEARCH AWARD
THE TRUSTEE OF BOSTON UNIVERSITY
25 BUICK STREET 2ND FLOORBOSTONMA02215042103547501(C)(3)150000CASH VALUEN/AASTHMA NATIONAL GRANTS PROGRAM RESEARCH AWARD
THE UNIVERSITY OF CHICAGO
1427 EAST 60TH STREET SUITE 120CHICAGOIL60637362177139501(C)(3)75000CASH VALUEN/AASTHMA NATIONAL GRANTS PROGRAM RESEARCH AWARD
THE UNIVERSITY OF IOWA
B5 JESSUP HALLIOWA CITYIA52245426004813501(C)(3)150000CASH VALUEN/AASTHMA NATIONAL GRANTS PROGRAM RESEARCH AWARD
THE UNIVERSITY OF TEXAS MD ANDERSON CANCER CENTER
PO BOX 4390HOUSTONTX772104390501(C)(3)250000CASH VALUEN/AASTHMA NATIONAL GRANTS PROGRAM RESEARCH AWARD
TRUSTEES OF COLUMBIA UNIVERSITY IN THE CITY OF NEW YORK
PO BOX 29789NEW YORKNY100879789135598093501(C)(3)125000CASH VALUEN/AASTHMA NATIONAL GRANTS PROGRAM RESEARCH AWARD
TRUSTEES OF THE UNIVERSITY OF PENNSYLVANIA
3451 WALNUT STREETPHILADELPHIAPA191046205231352685501(C)(3)250000CASH VALUEN/AASTHMA NATIONAL GRANTS PROGRAM RESEARCH AWARD
UNIVERSITY OF CHICAGO
6054 S DREXEL AVENUECHICAGOIL60637362177139501(C)(3)75000CASH VALUEN/AASTHMA NATIONAL GRANTS PROGRAM RESEARCH AWARD
UNIVERSITY OF NORTH CAROLINA AT CHAPEL HILL
104 AIRPORT ROAD AOBCHAPEL HILLNC27599501(C)(3)150000CASH VALUEN/AASTHMA NATIONAL GRANTS PROGRAM RESEARCH AWARD
UNIVERSITY OF TEXAS MEDICAL BRANCH AT GALVESTON
301 UNIVERSITY BOULEVARDGALVESTONTX77555741343044501(C)(3)150000CASH VALUEN/AASTHMA NATIONAL GRANTS PROGRAM RESEARCH AWARD
UNIVERSITY OF WASHINGTON
1410 NE CAMPUS PARKWAYSEATTLEWA98195501(C)(3)250000CASH VALUEN/AASTHMA NATIONAL GRANTS PROGRAM RESEARCH AWARD
VAN ANDEL RESEARCH INSTITUTE
333 BOSTWICK AVENUE NEGRAND RAPIDSMI49503522000823501(C)(3)250000CASH VALUEN/AASTHMA NATIONAL GRANTS PROGRAM RESEARCH AWARD
VIRGINIA COMMONWEALTH UNIVERSITY
PO BOX 843039RICHMONDVA232843039501(C)(3)250000CASH VALUEN/AASTHMA NATIONAL GRANTS PROGRAM RESEARCH AWARD
WASHINGTON UNIVERSITY
700 ROSEDALE AVENUEST LOUISMO631121408430653611501(C)(3)150000CASH VALUEN/AASTHMA NATIONAL GRANTS PROGRAM RESEARCH AWARD
WILDAID
744 MONTGOMERY STREET SUITE 300SAN FRANCISCOCA94111203644441501(C)(3)200000CASH VALUEN/AFOR GENERAL SUPPORT
YALE UNIVERSITY
PO BOX 1873NEW HAVENCT065081873060646973501(C)(3)150000CASH VALUEN/AASTHMA NATIONAL GRANTS PROGRAM RESEARCH AWARD
FieldValueIRS element (for citing)
Total Nbr Of501 C3 And Govt Grants67TotalNbrOf501C3AndGovtGrants

Form990 Schedule I Part III Form990ScheduleIPartIII (73 entries)

Method Of ValuationMethodOfValuation
CASH VALUE
CASH VALUE
CASH VALUE
CASH VALUE
CASH VALUE
CASH VALUE
CASH VALUE
CASH VALUE
CASH VALUE
CASH VALUE
CASH VALUE
CASH VALUE
CASH VALUE
CASH VALUE
CASH VALUE
CASH VALUE
CASH VALUE
CASH VALUE
CASH VALUE
CASH VALUE
CASH VALUE
CASH VALUE
CASH VALUE
CASH VALUE
CASH VALUE
CASH VALUE
CASH VALUE
CASH VALUE
CASH VALUE
CASH VALUE
CASH VALUE
CASH VALUE
CASH VALUE
CASH VALUE
CASH VALUE
CASH VALUE
CASH VALUE
CASH VALUE
CASH VALUE
CASH VALUE
CASH VALUE
CASH VALUE
CASH VALUE
CASH VALUE
CASH VALUE
CASH VALUE
CASH VALUE
CASH VALUE
CASH VALUE
CASH VALUE
CASH VALUE
CASH VALUE
CASH VALUE
CASH VALUE
CASH VALUE
CASH VALUE
CASH VALUE
CASH VALUE
CASH VALUE
CASH VALUE
CASH VALUE
CASH VALUE
CASH VALUE
CASH VALUE
CASH VALUE
CASH VALUE
CASH VALUE
CASH VALUE
CASH VALUE
CASH VALUE
CASH VALUE
CASH VALUE
CASH VALUE

Form990 Schedule I Part IV Form990ScheduleIPartIV

FieldValueIRS element (for citing)
IdentifierPROCEDURE FOR MONITORING GRANTS IN THE U.S.:Identifier
Return ReferencePART I, LINE 2:ReturnReference
ExplanationSCHEDULE I, 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.Explanation

Schedule J IRS990ScheduleJ

FieldValueIRS element (for citing)
Independent ConsultantXIndependentConsultant
Form990 Of Other OrganizationsXForm990OfOtherOrganizations
Written Employment ContractXWrittenEmploymentContract
Compensation SurveyXCompensationSurvey
Board Or Committee ApprovalXBoardOrCommitteeApproval
Severance Payment0SeverancePayment
Supplemental Nonqual Retire Plan0SupplementalNonqualRetirePlan
Equity Based Comp Arrangement0EquityBasedCompArrangement
Comp Based On Revenue Of Filing Org0CompBasedOnRevenueOfFilingOrg
Comp Based On Revenue Related Orgs0CompBasedOnRevenueRelatedOrgs
Comp Based Net Earnings Filing Org0CompBasedNetEarningsFilingOrg
Comp Based Net Earnings Relate Orgs0CompBasedNetEarningsRelateOrgs
Any Non Fixed Payments0AnyNonFixedPayments
Initial Contract Exception0InitialContractException

Form990 Schedule J Part II Form990ScheduleJPartII (3 entries)

TitleTitleBase Compensation Filing OrgBaseCompensationFilingOrgComp Based On Related OrgsCompBasedOnRelatedOrgsBonus Filing OrgBonusFilingOrgBonus Related OrgsBonusRelatedOrgsOther Compensation Filing OrgOtherCompensationFilingOrgOther Compensation Related OrgsOtherCompensationRelatedOrgsDeferred Comp Filing OrgDeferredCompFilingOrgDeferred Comp Related OrgsDeferredCompRelatedOrgsNontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgNontaxable Benefits Related OrgsNontaxableBenefitsRelatedOrgsTotal Compensation Filing OrgTotalCompensationFilingOrgTotal Compensation Related OrgsTotalCompensationRelatedOrgsComp Report Prior990 Filing OrgCompReportPrior990FilingOrgComp Report Prior990 Related OrgsCompReportPrior990RelatedOrgs
STEVE DAETZ
EXECUTIVE VP/ASST SEC37600000000510000230390450039000
MARK REISBAUM
TREASURER/SECRETARY0243717000007335010762026181400
SERGIO KNAEBEL
GRANT DIRECTOR138600000002079007600160150000

Schedule O IRS990ScheduleO

General Explanation GeneralExplanation (7 entries)

ExplanationExplanationReturn ReferenceReturnReference
FORM 990, PART IV, LINE 12 & PART XII, LINE 2A: THE ORGANIZATION RESPONDED "NO" TO THIS QUESTION BECAUSE THE FORM 990 IS FILED FOR THE ORGANIZATION ON A STAND-ALONE-BASIS, WHILE THE AUDITED FINANCIALS ARE PREPARED ON A CONSOLIDATED BASIS WITH THE RESULTS OF ITS SUPPORTED ORGANIZATION. THE FINANCIAL STATEMENTS OF THE ORGANIZATION ARE CONSOLIDATED WITH THOSE OF ITS SUPPORTED ORGANIZATION, AND AUDITED BY AN INDEPENDENT PUBLIC ACCOUNTING FIRM IN ACCORDANCE WITH GAAP. THE SUPPORTED ORGANIZATION'S AUDIT COMMITTEE HAS RESPONSIBILITY FOR OVERSIGHT OF THE AUDIT OF THE CONSOLIDATED FINANCIAL STATEMENTS.
HERBERT SANDLER AND SUSAN SANDLER ARE FATHER AND DAUGHTER.FORM 990, PART VI, SECTION A, LINE 2
THE FORM 990 IS PREPARED BY AN INDEPENDENT PUBLIC ACCOUNTING FIRM BASED ON AUDITED FINANCIAL STATEMENTS AND WITH THE ASSISTANCE OF A RELATED PARTY'S FINANCE AND ACCOUNTING STAFF. THE FINAL DRAFT OF THE FORM 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 11
THE ORGANIZATION REGULARLY AND CONSISTENTLY MONITORS AND ENFORCES COMPLIANCE WITH ITS CONFLICT OF INTEREST POLICY. FOR TRUSTEES AND OFFICERS CONFLICT OF INTEREST POLICY, THE SUPPORTED ORGANIZATION REQUESTS COMPLETION OF AN ANNUAL DISCLOSURE FORM BY JANUARY 31 FOR ALL TRUSTEES AND OFFICERS. THE SUPPORTED ORGANIZATION ENSURES THAT ALL FORMS HAVE BEEN RECEIVED AND PREPARES A SUMMARY OF DISCLOSURES AND FORWARDS THE FORMS AND SUMMARY TO ITS LEGAL COUNSEL. THE SUPPORTED ORGANIZATION'S CFO ALSO RECEIVES A COPY OF THE SUMMARY AND REVIEWS ALL FORMS AND IS RESPONSIBLE FOR ASSURING APPROPRIATE REPORTING TO THE EXTERNAL AUDITORS AND DISCLOSURE IN THE ANNUAL TAX FILINGS.FORM 990, PART VI, SECTION B, LINE 12C
THE ORGANIZATION HAS FULL TIME EMPLOYEES AND COMPENSATES ONE OFFICER OF ITS BOARD. CERTAIN OFFICERS AND/OR DIRECTORS ARE ALSO 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 ORGANIZATIONS AS WELL AS MANY OTHER SOURCES OF COMPENSATION DATA.FORM 990, PART VI, SECTION B, LINE 15
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, PART VI, SECTION C, LINE 19
DUE TO TAX SOFTWARE LIMITATIONS, CERTAIN QUESTIONS THAT SHOULD HAVE BEEN ANSWERED N/A WERE EITHER LEFT BLANK OR ANSWERED NO AS FOLLOWS: 1) PART IV, QUESTION 5, 24B, 24C, 24D 2) PART V, QUESTION 1C, 3B, 5C, 6B, 7G, 7H, 8, 9A, 9B, 10A, 10B, 11A, 11B, 12A, 13A, 13B, 13C 3) PART VI, QUESTION 10B, 16B 4) PART XII, QUESTION 3B 5) SCHEDULE J, QUESTION 1B, 2, 9

Schedule R IRS990ScheduleR

Form990 Schedule R Part II Form990ScheduleRPartII

Name Of Disregarded Entity NameOfDisregardedEntity

FieldValueIRS element (for citing)
Business Name Line1JEWISH COMMUNITY FEDERATION OF SFBusinessNameLine1

Address US AddressUS

FieldValueIRS element (for citing)
Address Line1121 STEUART STREETAddressLine1
CitySAN FRANCISCOCity
StateCAState
ZIP Code94105ZIPCode
FieldValueIRS element (for citing)
EIN941156533EIN
Primary ActivitiesBUILD, MAINTAIN, AND STRENGTHEN JEWISH IDENTITY, COMM. AND LIFE.PrimaryActivities
Legal Domicile StateCALegalDomicileState
Exempt Code Section501(C)(3)ExemptCodeSection
Public Charity StatusLINE 7PublicCharityStatus
Direct Controlling Entity NAN/ADirectControllingEntityNA
Controlled Org0ControlledOrg
FieldValueIRS element (for citing)
Receipt Of Int Ann Rents Royalties0ReceiptOfIntAnnRentsRoyalties
Gift Grant Or Cap Contr To Other Org1GiftGrantOrCapContrToOtherOrg
Gift Grant Or Cap Contr Fr Other Org1GiftGrantOrCapContrFrOtherOrg
Loans Or Guarantees To Other Org0LoansOrGuaranteesToOtherOrg
Loans Or Guarantees From Other Org0LoansOrGuaranteesFromOtherOrg
Dividends Related Organization0DividendsRelatedOrganization
Sale Of Assets To Other Org0SaleOfAssetsToOtherOrg
Purchase Of Assets From Other Org0PurchaseOfAssetsFromOtherOrg
Exchange Of Assets0ExchangeOfAssets
Rental Of Facilities To Other Orgs0RentalOfFacilitiesToOtherOrgs
Rental Of Facilities Fr Other Orgs0RentalOfFacilitiesFrOtherOrgs
Perform Of Services For Other Orgs0PerformOfServicesForOtherOrgs
Perform Of Services By Other Orgs1PerformOfServicesByOtherOrgs
Sharing Of Facilities0SharingOfFacilities
Sharing Of Paid Employees0SharingOfPaidEmployees
Reimbursement Paid To Other Org1ReimbursementPaidToOtherOrg
Reimbursement Paid By Other Org0ReimbursementPaidByOtherOrg
Other Transfer To Other Org0OtherTransferToOtherOrg
Other Transfer From Other Org0OtherTransferFromOtherOrg

Transactions Related Orgs Table TransactionsRelatedOrgsTable (4 entries)

Transaction TypeTransactionTypeAmount InvolvedAmountInvolvedMethod Of Amt DeterminationMethodOfAmtDetermination
JEWISH COMMUNITY FEDERATION OF SF
B560000CASH VALUE
JEWISH COMMUNITY FEDERATION OF SF
M200000CASH VALUE
JEWISH COMMUNITY FEDERATION OF SF
C2520810CASH VALUE
JEWISH COMMUNITY FEDERATION OF SF
P6717CASH VALUE