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SANDLER FOUNDATION: Form 990, tax year 2010

View the entire original 990 at ProPublica ↗

Organization
SANDLER FOUNDATION (EIN 94-3147856)
Tax period
2010-07-01 to 2011-06-30
Filed
2012-05-14
IRS object ID
201201359349306675
Schema version
2010v3.4
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)
Timestamp2012-05-14T19:09:22-05:00Timestamp
Tax Period End Date2011-06-30TaxPeriodEndDate

Preparer Firm PreparerFirm

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 STREET 22ND FLOORAddressLine1
CitySAN FRANCISCOCity
StateCAState
ZIP Code94104ZIPCode
FieldValueIRS element (for citing)
Return Type990ReturnType
Tax Period Begin Date2010-07-01TaxPeriodBeginDate

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 Code941051236ZIPCode

Officer Officer

FieldValueIRS element (for citing)
NameMARK REISBAUMName
TitleTREASURERTitle
Phone4157770411Phone
Date Signed2012-05-14DateSigned
Authorize Third Party1AuthorizeThirdParty

Preparer Preparer

FieldValueIRS element (for citing)
Phone4157886666Phone
FieldValueIRS element (for citing)
Tax Year2010TaxYear
Build TS2016-02-24 21:20:13ZBuildTS

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 Receipts83442515GrossReceipts
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 Members4NbrIndependentVotingMembers
Total Nbr Employees9TotalNbrEmployees
Total Nbr Volunteers0TotalNbrVolunteers
Total Gross UBI0TotalGrossUBI
Net Unrelated Business Txbl Income0NetUnrelatedBusinessTxblIncome
Contributions Grants Prior Year0ContributionsGrantsPriorYear
Contributions Grants Current Year0ContributionsGrantsCurrentYear
Program Service Revenue Prior Year0ProgramServiceRevenuePriorYear
Program Service Revenue CY0ProgramServiceRevenueCY
Investment Income Prior Year-392039337InvestmentIncomePriorYear
Investment Income Current Year10437641InvestmentIncomeCurrentYear
Other Revenue Prior Year0OtherRevenuePriorYear
Other Revenue Current Year0OtherRevenueCurrentYear
Total Revenue Prior Year-392039337TotalRevenuePriorYear
Total Revenue Current Year10437641TotalRevenueCurrentYear
Grants And Similar Amnts Prior Year274549959GrantsAndSimilarAmntsPriorYear
Grants And Similar Amnts CY86361656GrantsAndSimilarAmntsCY
Benefits Paid To Members Prior Year0BenefitsPaidToMembersPriorYear
Benefits Paid To Members CY0BenefitsPaidToMembersCY
Salaries Etc Prior Year1014280SalariesEtcPriorYear
Salaries Etc Current Year893266SalariesEtcCurrentYear
Total Prof Fundrsng Exp Prior Year0TotalProfFundrsngExpPriorYear
Total Prof Fundrsng Exp CY0TotalProfFundrsngExpCY
Total Fundrsng Exp Current Year0TotalFundrsngExpCurrentYear
Other Expense Prior Year1521222OtherExpensePriorYear
Other Expenses Current Year1130004OtherExpensesCurrentYear
Total Expenses Prior Year277085461TotalExpensesPriorYear
Total Expenses Current Year88384926TotalExpensesCurrentYear
Revenues Less Expenses Prior Year-669124798RevenuesLessExpensesPriorYear
Revenues Less Expenses CY-77947285RevenuesLessExpensesCY
Total Assets BOY688601881TotalAssetsBOY
Total Assets EOY746899972TotalAssetsEOY
Total Liabilities BOY6284172TotalLiabilitiesBOY
Total Liabilities EOY5709768TotalLiabilitiesEOY
Net Assets Or Fund Balances BOY682317709NetAssetsOrFundBalancesBOY
Net Assets Or Fund Balances EOY741190204NetAssetsOrFundBalancesEOY
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
Expense86361656Expense
Grants86361656Grants
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 Expense86361656TotalProgramServiceExpense
Described In501 C31DescribedIn501C3
Schedule B Required0ScheduleBRequired
Political Activities0PoliticalActivities
Lobbying Activities1LobbyingActivities
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
Transaction Related Entity0TransactionRelatedEntity
Transfers To Exempt Non Chrtbl Org0TransfersToExemptNonChrtblOrg
Activities Conducted Partnership0ActivitiesConductedPartnership
Schedule O Required1ScheduleORequired
Number Forms Transmitted With109611NumberFormsTransmittedWith1096
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 Members4NumberIndependentVotingMembers
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 Line1ANDREW FRADKINBusinessNameLine1
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 (9 entries)

TitleTitleAverage Hours Per WeekAverageHoursPerWeekIndividual Trustee Or DirectorIndividualTrusteeOrDirectorOfficerOfficerReportable Comp From OrganizationReportableCompFromOrganizationReportable Comp From Related OrgsReportableCompFromRelatedOrgsOther CompensationOtherCompensationHighest Compensated EmployeeHighestCompensatedEmployee
MARION O SANDLER
PRESIDENT/DIRECTOR1.00XX000
HERBERT M SANDLER
PRESIDENT/DIRECTOR1.00XX000
PHYLLIS COOK
DIRECTOR1.00X0663200
ROBERT FRIEND
INVEST CHAIR/DIRECTOR1.00XX000
DAVID FOLKMAN
DIRECTOR1.00X000
STEVE DAETZ
EXECUTIVE VP/ASST SEC40.00X333333068633
MARK REISBAUM
TREASURER/SECRETARY1.00X02255088636
SERGIO KNAEBEL
GRANT DIRECTOR40.00128149019995X
SETH FELDMAN
EXECUTIVE DIRECTOR40.00164855029582X
FieldValueIRS element (for citing)
Total Reportable Comp From Org626337TotalReportableCompFromOrg
Total Reportable Comp Frm Rltd Orgs291828TotalReportableCompFrmRltdOrgs
Total Other Compensation126846TotalOtherCompensation
Number Individuals GT100 K3NumberIndividualsGT100K
Formers Listed0FormersListed
Total Comp GT150 K1TotalCompGT150K
Compensation From Other Sources0CompensationFromOtherSources
Number Of Contractors GT100 K0NumberOfContractorsGT100K

Investment Income InvestmentIncome

FieldValueIRS element (for citing)
Total Revenue Column11882645TotalRevenueColumn
Exclusion$11,882,645ExclusionAmount

Gross Amount Sales Assets GrossAmountSalesAssets

FieldValueIRS element (for citing)
Securities71559870Securities

Less Cost Oth Basis Sales Expenses LessCostOthBasisSalesExpenses

FieldValueIRS element (for citing)
Securities73004874Securities

Gain Or Loss GainOrLoss

FieldValueIRS element (for citing)
Securities-1445004Securities

Net Gain Or Loss Investments NetGainOrLossInvestments

FieldValueIRS element (for citing)
Total Revenue Column-1445004TotalRevenueColumn
Exclusion-$1,445,004ExclusionAmount

Total Revenue TotalRevenue

FieldValueIRS element (for citing)
Total Revenue Column10437641TotalRevenueColumn
Related Or Exempt Function Income0RelatedOrExemptFunctionIncome
Unrelated Business Revenue0UnrelatedBusinessRevenue
Exclusion$10,437,641ExclusionAmount

Grants To Domestic Orgs GrantsToDomesticOrgs

FieldValueIRS element (for citing)
Total86361656Total
Program Services86361656ProgramServices

Comp Current Officers Directors CompCurrentOfficersDirectors

FieldValueIRS element (for citing)
Total333333Total
Management And General333333ManagementAndGeneral

Other Salaries And Wages OtherSalariesAndWages

FieldValueIRS element (for citing)
Total375062Total
Management And General375062ManagementAndGeneral

Pension Plan Contributions PensionPlanContributions

FieldValueIRS element (for citing)
Total96915Total
Management And General96915ManagementAndGeneral

Other Employee Benefits OtherEmployeeBenefits

FieldValueIRS element (for citing)
Total52820Total
Management And General52820ManagementAndGeneral

Payroll Taxes PayrollTaxes

FieldValueIRS element (for citing)
Total35136Total
Management And General35136ManagementAndGeneral

Fees For Services Lobbying FeesForServicesLobbying

FieldValueIRS element (for citing)
Total47000Total
Management And General47000ManagementAndGeneral

Fees For Services Other FeesForServicesOther

FieldValueIRS element (for citing)
Total14005Total
Management And General14005ManagementAndGeneral

Office Expenses OfficeExpenses

FieldValueIRS element (for citing)
Total17224Total
Management And General17224ManagementAndGeneral

Travel Travel

FieldValueIRS element (for citing)
Total31057Total
Management And General31057ManagementAndGeneral

Insurance Insurance

FieldValueIRS element (for citing)
Total5493Total
Management And General5493ManagementAndGeneral

Other Expenses OtherExpenses (4 entries)

DescriptionDescriptionTotalTotalManagement And GeneralManagementAndGeneral
OCCUPANCY579280579280
ADMINISTRATIVE FEES200000200000
DATA PROCESSING SERVICE134379134379
OTHER PROFESSIONAL SERV101566101566

Total Functional Expenses TotalFunctionalExpenses

FieldValueIRS element (for citing)
Total88384926Total
Program Services86361656ProgramServices
Management And General2023270ManagementAndGeneral
Fundraising0Fundraising

Cash Non Interest Bearing CashNonInterestBearing

FieldValueIRS element (for citing)
BOY3378690BOY
EOY61727167EOY

Savings And Temp Cash Investments SavingsAndTempCashInvestments

FieldValueIRS element (for citing)
BOY142738725BOY

Accounts Receivable AccountsReceivable

FieldValueIRS element (for citing)
BOY144366BOY
EOY682778EOY

Prepaid Expenses Deferred Charges PrepaidExpensesDeferredCharges

FieldValueIRS element (for citing)
BOY7139BOY
EOY2313EOY
FieldValueIRS element (for citing)
Land Buildings Equipment Basis892984LandBuildingsEquipmentBasis
Land Bldg Equipment Accum Deprec633441LandBldgEquipmentAccumDeprec

Land Buildings Equipment Basis Net LandBuildingsEquipmentBasisNet

FieldValueIRS element (for citing)
BOY353986BOY
EOY259543EOY

Investments Pub Traded Securities InvestmentsPubTradedSecurities

FieldValueIRS element (for citing)
EOY603411347EOY

Investments Other Securities InvestmentsOtherSecurities

FieldValueIRS element (for citing)
BOY604556886BOY
EOY80816824EOY

Total Assets TotalAssets

FieldValueIRS element (for citing)
BOY688601881BOY
EOY746899972EOY

Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses

FieldValueIRS element (for citing)
BOY224264BOY
EOY149860EOY

Grants Payable GrantsPayable

FieldValueIRS element (for citing)
BOY6059908BOY
EOY5559908EOY

Total Liabilities TotalLiabilities

FieldValueIRS element (for citing)
BOY6284172BOY
EOY5709768EOY
FieldValueIRS element (for citing)
Follow SFAS117XFollowSFAS117

Unrestricted Net Assets UnrestrictedNetAssets

FieldValueIRS element (for citing)
BOY682317709BOY
EOY741190204EOY

Total Net Assets Fund Balances TotalNetAssetsFundBalances

FieldValueIRS element (for citing)
BOY682317709BOY
EOY741190204EOY

Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances

FieldValueIRS element (for citing)
BOY688601881BOY
EOY746899972EOY
FieldValueIRS element (for citing)
Info In Schedule O Part XIXInfoInScheduleOPartXI
Reconcilation Revenue Expenses-77947285ReconcilationRevenueExpenses
Reconcilation Other Changes136819780ReconcilationOtherChanges
Info In Schedule O Part XIIXInfoInScheduleOPartXII
Method Of Accounting AccrualXMethodOfAccountingAccrual
Accountant Compile Or Review0AccountantCompileOrReview
FS Audited1FSAudited
Audit Committee1AuditCommittee
Financial Statement BothXFinancialStatementBoth
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$575,000Amount
FieldValueIRS element (for citing)
Total Number Of Supported Orgs1TotalNumberOfSupportedOrgs
Sum Of Amounts575000SumOfAmounts

Schedule C IRS990ScheduleC

FieldValueIRS element (for citing)
Volunteers1Volunteers
Paid Staff Or Management1PaidStaffOrManagement
Media Advertisements0MediaAdvertisements
Mailings Members0MailingsMembers
Publications Or Broadcast0PublicationsOrBroadcast
Grants Other Organizations0GrantsOtherOrganizations
Direct Contact Legislators0DirectContactLegislators
Rallies Demonstrations0RalliesDemonstrations
Other Activities0OtherActivities
Total Lobbying Expenditures IIB0TotalLobbyingExpendituresIIB
Not Described In501c30NotDescribedIn501c3

Schedule D IRS990ScheduleD

Leasehold Improvements LeaseholdImprovements

FieldValueIRS element (for citing)
Investment Cost Or Other Basis532572InvestmentCostOrOtherBasis
Depreciation464247Depreciation
Book Value68325BookValue

Equipment Equipment

FieldValueIRS element (for citing)
Investment Cost Or Other Basis254162InvestmentCostOrOtherBasis
Depreciation169194Depreciation
Book Value84968BookValue

Other Land Buildings OtherLandBuildings

FieldValueIRS element (for citing)
Investment Cost Or Other Basis106250InvestmentCostOrOtherBasis
Book Value106250BookValue
FieldValueIRS element (for citing)
Total Of Book Value Land Buildings259543TotalOfBookValueLandBuildings

Other Securities OtherSecurities (2 entries)

DescriptionDescriptionBook ValueBookValueMethod Of ValuationMethodOfValuation
FARALLON CAPITAL INSTITUTIONAL PARTNERS, L.P.69483759F
MADISON REAL ESTATE LIQUIDATION LP11333065F
FieldValueIRS element (for citing)
Total Of Book Value Securities80816824TotalOfBookValueSecurities
Total Revenue10437641TotalRevenue
Total Expenses88384926TotalExpenses
Excess Or Deficit For Year-77947285ExcessOrDeficitForYear
Net Unrealized GL On Investments136819780NetUnrealizedGLOnInvestments
Total Adjustments136819780TotalAdjustments
Excess Or Deficit Per FS58872495ExcessOrDeficitPerFS
Tot Revenue Etc Audited Fincl Stmt147257421TotRevenueEtcAuditedFinclStmt
Net Unrealized Gains Investments136819780NetUnrealizedGainsInvestments
Revenue Not Rptd F990136819780RevenueNotRptdF990
Revenue Subtotal10437641RevenueSubtotal
Revenue Not Rptd On Fin Stmt0RevenueNotRptdOnFinStmt
Total Revenue Per Form99010437641TotalRevenuePerForm990
Tot Expenses Etc Audited Fincl Stmt88384926TotExpensesEtcAuditedFinclStmt
Expenses Not Rptd F9900ExpensesNotRptdF990
Expenses Subtotal88384926ExpensesSubtotal
Expenses Not Rptd On Fin Stmt0ExpensesNotRptdOnFinStmt
Total Expenses Per Form99088384926TotalExpensesPerForm990

Schedule F IRS990ScheduleF

FieldValueIRS element (for citing)
Grant Records Maintained1GrantRecordsMaintained

Accts Actvs Out US Table AcctsActvsOutUSTable

FieldValueIRS element (for citing)
RegionNORTH AMERICARegion
Number Of Offices0NumberOfOffices
Number Of Employees0NumberOfEmployees
Type Of Activities ConductedGRANTMAKINGTypeOfActivitiesConducted
Total Expenditures270000TotalExpenditures
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 Spent270000SubtotalAmountSpent
Cont Amount Spent0ContAmountSpent
Total Amount Spent270000TotalAmountSpent

Grants To Orgs Outside US GrantsToOrgsOutsideUS

FieldValueIRS element (for citing)
RegionNORTH AMERICARegion
Purpose Of GrantGENERAL SUPPORTPurposeOfGrant
Amount Of Cash Grant270000AmountOfCashGrant
Manner Of Cash DisbursementWIRE TRANSFERMannerOfCashDisbursement
Method Of ValuationCASH VALUEMethodOfValuation
FieldValueIRS element (for citing)
Total Number Of501c3 Orgs1TotalNumberOf501c3Orgs
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)
IdentifierOTHER INFORMATIONIdentifier
Return ReferenceSCHEDULE F, PART VReturnReference
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/AddressLine2Address Line1AddressForeign/AddressLine1Province Or StateAddressForeign/ProvinceOrStateCountryAddressForeign/Country
AMERICAN ASTHMA FOUNDATION
FOUR EMBARCADERO CENTER SUITE 3150SAN FRANCISCOCA94111208452401501(C)(3)4000000CASH VALUEN/AIN SUPPORT OF THE RESEARCH PROGRAM
AMERICAN ASTHMA FOUNDATION
FOUR EMBARCADERO CENTER SUITE 3150SAN FRANCISCOCA94111208452401501(C)(3)100000CASH VALUEN/AGENERAL SUPPORT
AMERICAN ASTHMA FOUNDATION
FOUR EMBARCADERO CENTER SUITE 3150SAN FRANCISCOCA94111208452401501(C)(3)150000CASH VALUEN/AGENERAL SUPPORT
AMERICAN ASTHMA FOUNDATION
FOUR EMBARCADERO CENTER SUITE 3150SAN FRANCISCOCA94111208452401501(C)(3)4200000CASH VALUEN/AIN SUPPORT OF THE RESEARCH PROGRAM
AMERICAN ASTHMA FOUNDATION
FOUR EMBARCADERO CENTER SUITE 3150SAN FRANCISCOCA94111208452401501(C)(3)125000CASH VALUEN/AGENERAL SUPPORT
AMERICAN ASTHMA FOUNDATION
FOUR EMBARCADERO CENTER SUITE 3150SAN FRANCISCOCA94111208452401501(C)(3)300000CASH VALUEN/AGENERAL SUPPORT
AMERICAN ASTHMA FOUNDATION
FOUR EMBARCADERO CENTER SUITE 3150SAN FRANCISCOCA94111208452401501(C)(3)300000CASH VALUEN/AGENERAL SUPPORT
AMERICAN ASTHMA FOUNDATION
FOUR EMBARCADERO CENTER SUITE 3150SAN FRANCISCOCA94111208452401501(C)(3)250000CASH VALUEN/AGENERAL SUPPORT
AMERICAN ASTHMA FOUNDATION
FOUR EMBARCADERO CENTER SUITE 3150SAN FRANCISCOCA94111208452401501(C)(3)200000CASH VALUEN/AGENERAL SUPPORT
AMERICAN CIVIL LIBERTIES UNION FOUNDATION
125 BROAD STREETNEW YORKNY10004136213516501(C)(3)1120000CASH VALUEN/AFOR THE STRATEGIC AFFILIATE INITIATIVE
AMERICAN CIVIL LIBERTIES UNION FOUNDATION
125 BROAD STREETNEW YORKNY10004136213516501(C)(3)1750000CASH VALUEN/AGENERAL SUPPORT
CENTER FOR AMERICAN PROGRESS
1333 H STREET NW 10TH FLOORWASHINGTONDC20005300126510501(C)(3)4000000CASH VALUEN/AGENERAL SUPPORT
CENTER FOR CLIMATE STRATEGIES
1899 L STREET NWWASHINGTONDC20036311677573501(C)(3)125000CASH VALUEN/AGENERAL SUPPORT
CENTER FOR RESPONSIBLE LENDING
PO BOX 3619DURHAMNC27702743043913501(C)(3)2000000CASH VALUEN/AGENERAL SUPPORT
CENTER FOR RESPONSIBLE LENDING
PO BOX 3619DURHAMNC27702743043913501(C)(3)2000000CASH VALUEN/AGENERAL SUPPORT
CHRONICLE SEASON OF SHARING FUND
PO BOX 44740SAN FRANCISCOCA94144943019992501(C)(3)75000CASH VALUEN/AGENERAL SUPPORT
CONSULTATIVE GROUP ON BIOLOGICAL DIVERSITY
PO BOX 710TUCZONAZ85702850420285501(C)(3)42500CASH VALUEN/A$32,500 FOR GULF OF CA. FUNDERS GROUP, $10,000 DUES
DRUM MAJOR INSTITUTE FOR PUBLIC POLICY
40 EXCHANGE PL SUTIE 2001NEW YORKNY10005134080421501(C)(3)25000CASH VALUEN/AGENERAL SUPPORT
EARTHJUSTICE
426 - 17TH STREET 6TH FLOOROAKLANDCA94612941730465501(C)(3)500000CASH VALUEN/AGENERAL SUPPORT
FAITH IN PUBLIC LIFE
1101 VERMONT AVENUE NWWASHINGTONDC20005203798596501(C)(3)100000CASH VALUEN/AGENERAL SUPPORT
FOUNDATION FOR NATIONAL PROGRESS
222 SUTTER ST SUITE 600SAN FRANCISCOCA94108942282759501(C)(3)10000CASH VALUEN/ATO SUPPORT THE ANITA FUND DINNER ON 10/21/10
FREE PRESS
40 MAIN STREET SUITE 301FLORENCEMA01062412106721501(C)(3)400000CASH VALUEN/AGENERAL SUPPORT
HUMAN RIGHTS WATCH
350 FIFTH AVENUE 34TH FLOORNEW YORKNY10118132875808501(C)(3)1750000CASH VALUEN/AGENERAL SUPPORT
HUMAN RIGHTS WATCH
350 FIFTH AVENUE 34TH FLOORNEW YORKNY10118132875808501(C)(3)1750000CASH VALUEN/AGENERAL SUPPORT
INTERNATIONAL COMMUNITY FOUNDATION
2505 N AVENUENATIONAL CITYCA91950131624046501(C)(3)400000CASH VALUEN/AFOR THE SANDLER FAMILY INTL. DONOR ADVISED FUND
INTERNATIONAL COMMUNITY FOUNDATION
2505 N AVENUENATIONAL CITYCA91950131624046501(C)(3)530000CASH VALUEN/AFOR THE SANDLER FAMILY INTERNATIONAL FUND
ISLAND CONSERVATION
100 SHAFFER ROAD LMLSANTA CRUZCA95060911839907501(C)(3)200000CASH VALUEN/AGENERAL SUPPORT
ISLAND CONSERVATION
100 SHAFFER ROAD LMLSANTA CRUZCA95060911839907501(C)(3)100000CASH VALUEN/AGENERAL SUPPORT
J STREET EDUCATION FUND INC
6432 BARNABY STREET NWWASHINGTONDC20015202777557501(C)(3)250000CASH VALUEN/AGENERAL SUPPORT
J STREET EDUCATION FUND INC
6432 BARNABY STREET NWWASHINGTONDC20015202777557501(C)(3)150000CASH VALUEN/AGENERAL SUPPORT
JEWISH COMMUNITY FEDERATION
121 STEUART STREETSAN FRANCISCOCA94105941156533501(C)(3)75000CASH VALUEN/AGENERAL SUPPORT
JEWISH COMMUNITY FEDERATION
121 STEUART STREETSAN FRANCISCOCA94105941156533501(C)(3)500000CASH VALUEN/AFOR JOB TRAINING AND EMPLOYMENT SERVICES GRANTS
JOHN HOPKINS UNIVERSITY FUND FOR JOHNS HOPKINS MEDICINE
100 NORTH CHARLES STSUITE 439BALTIMOREMD21201522266148501(C)(3)275000CASH VALUEN/AQUALITY AND SAFETY RESEARCH GROUP, CLABSI PROJECT
JUSTICE MATTERS INSTITUTE
436 14TH STREET SUITE 700OAKLANDCA94612943275302501(C)(3)35000CASH VALUEN/AEDUCATION FUNDERS STRATEGY GROUP
LEADERSHIP CONFERENCE EDUCATION FUND INC
1629 K STREET NW SUITE 1000 10THWASHINGTONDC20006237026895501(C)(3)100000CASH VALUEN/AGENERAL SUPPORTFLOOR
MDRC
16 EAST 34TH STREET 19TH FLOORNEW YORKNY10015237379473501(C)(3)300000CASH VALUEN/AGENERAL SUPPORT
NATIONAL CENTER FOR YOUTH LAW
405 14TH STREET SUITE 1500OAKLANDCA94612942506933501(C)(3)100000CASH VALUEN/AGENERAL SUPPORT
NATIONAL CENTER FOR YOUTH LAW
405 14TH STREET SUITE 1500OAKLANDCA94612942506933501(C)(3)150000CASH VALUEN/AGENERAL SUPPORT
NATIONAL CONSUMER LAW CENTER INC
7 WINTHROP SQ FLR 4BOSTONMA02110042488502501(C)(3)100000CASH VALUEN/AGENERAL SUPPORT
NATIONAL PUBLIC EDUCATION SUPPORT FUND
3205 R STREET NWWASHINGTONDC20007263015634501(C)(3)35000CASH VALUEN/AGENERAL SUPPORT
NATURAL RESOURCES DEFENSE COUNCIL
40 WEST 20TH STREETNEW YORKNY10011132654926501(C)(3)450000CASH VALUEN/AFOR THE CENTER FOR MARKET INNOVATION
NATURAL RESOURCES DEFENSE COUNCIL
40 WEST 20TH STREETNEW YORKNY10011132654926501(C)(3)200000CASH VALUEN/AOCEANS PROGRAM
NEW ORGANIZING INSTITUTE EDUCATION FUND
1850 M ST NW SUITE 1100WASHINGTONDC20006562633160501(C)(3)50000CASH VALUEN/AFOR THE CITIZEN ENGAGEMENT LABORATORY
PACIFIC INSTITUTE FOR COMMUNITY ORGANIZATIONS
171 SANTA ROSA AVEOAKLANDCA94610942206497501(C)(3)1000000CASH VALUEN/AGENERAL SUPPORT
PEOPLE FOR THE AMERICAN WAY FOUNDATION
2000 M STREET NW SUITE 400WASHINGTONDC20036133065716501(C)(3)55000CASH VALUEN/AFOR YOUNG ELECTED OFFICIALS NETWORK
PEOPLE FOR THE AMERICAN WAY FOUNDATION
2000 M STREET NW SUITE 400WASHINGTONDC20036133065716501(C)(3)75000CASH VALUEN/AFOR YOUTH LEADERSHIP PROGRAMS
PEOPLE FOR THE AMERICAN WAY FOUNDATION
2000 M STREET NW SUITE 400WASHINGTONDC20036133065716501(C)(3)50000CASH VALUEN/AYOUNG ELECTED OFFICIALS NETWORK
PRO PUBLICA INC
55 BROADWAY 23RD FLNEW YORKNY10006142007220501(C)(3)1500000CASH VALUEN/AGENERAL SUPPORT
PRO PUBLICA INC
55 BROADWAY 23RD FLNEW YORKNY10006142007220501(C)(3)1500000CASH VALUEN/AGENERAL SUPPORT
PRO PUBLICA INC
55 BROADWAY 23RD FLNEW YORKNY10006142007220501(C)(3)1500000CASH VALUEN/AGENERAL SUPPORT
RAND CORPORATION
1776 MAIN STREET POBOX 2138SANTA MONICACA90407951958142501(C)(3)198577CASH VALUEN/AFOR SYNTHESIS OF RESEARCH ON ACCOUNTABILITY ISSUES
RELIGIOUS ACTION CENTER OF REFORM JUDAISM
2027 MASSACHUSETTS AVE NWWASHINGTONDC20036131663143501(C)(3)50000CASH VALUEN/AGENERAL SUPPORT
RESOURCES LEGACY FUND
555 CAPITOL MALL SUITE 675SACRAMENTOCA95814954703838501(C)(3)2500000CASH VALUEN/AGULF OF CA CONSERVATION PLANNING INITIATIVE
SAN FRANCISCO FREE CLINIC
4900 CALIFORNIA STREETSAN FRANCISCOCA94118943186248501(C)(3)25000CASH VALUEN/AGENERAL SUPPORT
SAN FRANCISCO MUSEUM OF MODERN ART
151 THIRD STREETSAN FRANCISCOCA94103941156300501(C)(3)5000CASH VALUEN/AGENERAL SUPPORT
SCHWAB CHARITABLE FUND
211 MAIN STREETSAN FRANCISCOCA94105311640316501(C)(3)19097CASH VALUEN/AFOR DONOR ADVISED PHILANTHROPIC FUNDS
SCHWAB CHARITABLE FUND
211 MAIN STREETSAN FRANCISCOCA94105311640316501(C)(3)100000CASH VALUEN/AFOR DONOR ADVISED PHILANTHROPIC FUNDS
SCHWAB CHARITABLE FUND
211 MAIN STREETSAN FRANCISCOCA94105311640316501(C)(3)16000000CASH VALUEN/AFOR DONOR ADVISED PHILANTHROPIC FUNDS
SCHWAB CHARITABLE FUND
211 MAIN STREETSAN FRANCISCOCA94105311640316501(C)(3)5000000CASH VALUEN/AFOR DONOR ADVISED PHILANTHROPIC FUNDS
SCHWAB CHARITABLE FUND
211 MAIN STREETSAN FRANCISCOCA94105311640316501(C)(3)18100000CASH VALUEN/AFOR DONOR ADVISED PHILANTHROPIC FUNDS
STANFORD UNIVERSITY
326 GALVEZ STREETSTANFORDCA94305941156365501(C)(3)302482CASH VALUEN/AFOR STANFORD CENTER ON OPPORTUNITY POLICY IN EDUCATION
TEMPLE SINAI - SHALOM REV
2808 SUMMIT STREETOAKLANDCA94609941156845501(C)(3)5000CASH VALUEN/AGENERAL SUPPORT
THAT MAN MAY SEE INC
10 KORET WAYSAN FRANCISCOCA94143237129943501(C)(3)50000CASH VALUEN/AGENERAL SUPPORT
THE AMERICAN CONSTITUTION SOCIETY FOR LAW AND POLICY
1333 H STREET NW 11TH FLOORWASHINGTONDC20005522313694501(C)(3)400000CASH VALUEN/AGENERAL SUPPORT
THE CITY COLLEGE FUND CITY COLLEGE OF NEW YORK CITY
160 CONVENT AVENEW YORKNY10031131760098501(C)(3)25000CASH VALUEN/AGENERAL SUPPORT
THE PEW CHARITABLE TRUSTS
1025 F STREET NW 9TH FLWASHINGTONDC20004562307147501(C)(3)1000000CASH VALUEN/AFOR THE OCEAN LEGACY FUND
THE REGENTS OF THE UNIVERSITY OF CALIFORNIA AT BERKELEY
2080 ADDISON STREETBERKELEYCA94720946002123501(C)(3)100000CASH VALUEN/AHUMAN RIGHTS CENTER
THE REGENTS OF THE UNIVERSITY OF CALIFORNIA AT BERKELEY
2080 ADDISON STREETBERKELEYCA94720946002123501(C)(3)850000CASH VALUEN/AFOR THE CENTER FOR EQUITABLE GROWTH
THE REGENTS OF THE UNIVERSITY OF CALIFORNIA AT BERKELEY
2080 ADDISON STREETBERKELEYCA94720946002123501(C)(3)50000CASH VALUEN/AFOR INVESTIGATIVE RESEARCH PROGRAM
THE SENTENCING PROJECT
1705 DESALES STREET NW 8TH FLOORWASHINGTONDC20036521472546501(C)(3)50000CASH VALUEN/AGENERAL SUPPORT
THE TRUSTEES OF COLUMBIA UNIVERSITY IN THE CITY OF NEW YORK
435 WEST 116TH STREETNEW YORKNY10027135598093501(C)(3)25000CASH VALUEN/AGENERAL SUPPORT
TRUMAN NATIONAL SECURITY PROJECT
1050 - 17TH STREET SUITE 375WASHINGTONDC20036262959113501(C)(3)300000CASH VALUEN/AGENERAL SUPPORT
TURTLE ISLAND RESTORATION NETWORK
PO BOX 400FOREST KNOLLSCA94933911818080501(C)(3)200000CASH VALUEN/AGENERAL SUPPORT
UNIVERSITY OF CALIFORNIA SAN FRANCISCO
3333 CALIFORNIA ST SUITE 315SAN FRANCISCOCA94118946036493501(C)(3)50000CASH VALUEN/AFOR THE OSHER CENTER FOR INTEGRATIVE MEDICINE
UNIVERSITY OF CALIFORNIA SAN FRANCISCO FOUNDATION
220 MONTGOMERY STREET 5TH FLOORSAN FRANCISCOCA94104942829914501(C)(3)1500000CASH VALUEN/AFOR PROGRAM IN BREAKTHROUGH BIOMEDICAL RESEARCH
UNIVERSITY OF CALIFORNIA SAN FRANCISCO FOUNDATION
220 MONTGOMERY STREET 5TH FLOORSAN FRANCISCOCA94104942829914501(C)(3)1600000CASH VALUEN/ASANDLER ASTHMA BASIC RESEARCH CENTER AT UCSF
UNIVERSITY OF CALIFORNIA SAN FRANCISCO FOUNDATION
220 MONTGOMERY STREET 5TH FLOORSAN FRANCISCOCA94104942829914501(C)(3)1600000CASH VALUEN/AFOR SANDLER CENTER FOR DRUG DISCOVERY (FORMERLY
WELLESLEY COLLEGE
106 CENTRAL STREETWELLESLEYMA02181042103637501(C)(3)25000CASH VALUEN/AGENERAL SUPPORT
WILDAID
744 MONTGOMERY STREET SUITE 300SAN FRANCISCOCA94111203644441501(C)(3)200000CASH VALUEN/AGENERAL SUPPORT
WILDCOAST
925 SEACOAST DRIVEIMPERIAL BEACHCA91932770536297501(C)(3)200000CASH VALUEN/AGENERAL SUPPORT
WILDCOAST
925 SEACOAST DRIVEIMPERIAL BEACHCA91932770536297501(C)(3)100000CASH VALUEN/AGENERAL SUPPORT
CENTER ON BUDGET AND POLICY PRIORITIES
820 FIRST STREET NE SUITE 510WASHINGTONDC20005521234565501(C)(3)500000CASH VALUEN/AGENERAL SUPPORT
AMERICAN CONSTITUTION SOCIETY FOR LAW AND POLICY
1333 H STREET NW 11TH FLOORWASHINGTONDC20005522313694501(C)(3)400000CASH VALUEN/AGENERAL SUPPORT
LIVING OCEANS SOCIETY
980567045501(C)(3)270000CASH VALUEN/AGENERAL SUPPORTSTEPHANIE EAKLECANADACA
FieldValueIRS element (for citing)
Total Nbr Of501 C3 And Govt Grants54TotalNbrOf501C3AndGovtGrants

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)

Base 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
33333300000500000186330401966000
MARK REISBAUM
022550800000008636023414400
SETH FELDMAN
1648550000020188093940194437000

Schedule O IRS990ScheduleO

General Explanation GeneralExplanation (7 entries)

IdentifierIdentifierExplanationExplanationReturn ReferenceReturnReference
FORM 990, PART VI, SECTION A, LINE 2HERBERT SANDLER AND MARION SANDLER ARE HUSBAND AND WIFE
FORM 990, PART VI, SECTION B, LINE 11THE 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.
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. FOLLOWING LEGAL COUNSEL'S REVIEW, THE SUPPORTED ORGANIZATION PRESENTS THE DISCLOSURES TO ITS BOARD'S ENDOWMENT COMMITTEE WHICH REVIEWS THE DISCLOSURES. 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. THE SUPPORTING ORGANIZATION ALSO HAS A CONFLICT OF INTEREST POLICY; EVERY YEAR, EACH BOARD MEMBER AND OFFICER REVIEWS THE POLICY AND CONFIRMS AT AN ANNUAL BOARD MEETING THAT THEY ARE NOT AWARE OF ANY CONFLICTS AS TO THEMSELVES OR OTHERS.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
CHANGES IN NET ASSETS OR FUND BALANCES:NET UNREALIZED GAINS ON INVESTMENTS: 136,819,780.FORM 990, PART XI, LINE 5:
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 Org0GiftGrantOrCapContrFrOtherOrg
Loans Or Guarantees To Other Org0LoansOrGuaranteesToOtherOrg
Loans Or Guarantees From Other Org0LoansOrGuaranteesFromOtherOrg
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 (3 entries)

Transaction TypeTransactionTypeAmount InvolvedAmountInvolvedMethod Of Amt DeterminationMethodOfAmtDetermination
JEWISH COMMUNITY FEDERATION OF SF
B575000CASH VALUE
JEWISH COMMUNITY FEDERATION OF SF
L200000CASH VALUE
JEWISH COMMUNITY FEDERATION OF SF
O26805CASH VALUE