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SANDLER FOUNDATION: Form 990, tax year 2009

View the entire original 990 at ProPublica ↗

Organization
SANDLER FOUNDATION (EIN 94-3147856)
Tax period
2009-07-01 to 2010-06-30
Filed
2011-05-16
IRS object ID
201131369349306633
Schema version
2009v1.7
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)
Timestamp2011-05-16T19:57:33-04:00Timestamp
Tax Period End Date2010-06-30TaxPeriodEndDate

Preparer Firm PreparerFirm

Preparer Firm Business Name PreparerFirmBusinessName

FieldValueIRS element (for citing)
Business Name Line1ROTHSTEIN KASS & COMPANY LLPBusinessNameLine1

Preparer Firm US Address PreparerFirmUSAddress

FieldValueIRS element (for citing)
Address Line1101 Montgomery Street 22nd FlAddressLine1
CitySan FranciscoCity
StateCAState
ZIP Code94104ZIPCode
FieldValueIRS element (for citing)
Return Type990ReturnType
Tax Period Begin Date2009-07-01TaxPeriodBeginDate

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
Phone4157886666Phone
Date Signed2011-05-16DateSigned
Authorize Third PartytrueAuthorizeThirdParty

Preparer Preparer

FieldValueIRS element (for citing)
NameSander I Stadtler CPAName
Phone4157886666Phone
FieldValueIRS element (for citing)
Tax Year2009TaxYear
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 Receipts365874329GrossReceipts
Group Return For AffiliatesfalseGroupReturnForAffiliates
Organization501cXOrganization501c
Web SiteN/AWebSite
Type Of Organization CorporationXTypeOfOrganizationCorporation
Year Formation1992YearFormation
State Legal DomicileCAStateLegalDomicile
Activity Or Mission DescriptionSupports charitable, education and religious purposes of the Jewish Community Federation of San Francisco, the Peninsula, Marin and Sonoma Counties.ActivityOrMissionDescription
Nbr Voting Members Governing Body5NbrVotingMembersGoverningBody
Nbr Independent Voting Members4NbrIndependentVotingMembers
Total Nbr Employees0TotalNbrEmployees
Total Nbr Volunteers0TotalNbrVolunteers
Total Gross UBI0TotalGrossUBI
Net Unrelated Business Txbl Income0NetUnrelatedBusinessTxblIncome
Contributions Grants Current Year0ContributionsGrantsCurrentYear
Program Service Revenue CY0ProgramServiceRevenueCY
Investment Income Prior Year16304940InvestmentIncomePriorYear
Investment Income Current Year-392039337InvestmentIncomeCurrentYear
Other Revenue Current Year0OtherRevenueCurrentYear
Total Revenue Prior Year16304940TotalRevenuePriorYear
Total Revenue Current Year-392039337TotalRevenueCurrentYear
Grants And Similar Amnts Prior Year51325595GrantsAndSimilarAmntsPriorYear
Grants And Similar Amnts CY274549959GrantsAndSimilarAmntsCY
Benefits Paid To Members CY0BenefitsPaidToMembersCY
Salaries Etc Prior Year1216118SalariesEtcPriorYear
Salaries Etc Current Year1014280SalariesEtcCurrentYear
Total Prof Fundrsng Exp CY0TotalProfFundrsngExpCY
Total Fundrsng Exp Current Year0TotalFundrsngExpCurrentYear
Other Expense Prior Year1479630OtherExpensePriorYear
Other Expenses Current Year1521222OtherExpensesCurrentYear
Total Expenses Prior Year54021343TotalExpensesPriorYear
Total Expenses Current Year277085461TotalExpensesCurrentYear
Revenues Less Expenses Prior Year-37716403RevenuesLessExpensesPriorYear
Revenues Less Expenses CY-669124798RevenuesLessExpensesCY
Total Assets BOY871032878TotalAssetsBOY
Total Assets EOY688601881TotalAssetsEOY
Total Liabilities BOY4498906TotalLiabilitiesBOY
Total Liabilities EOY6284172TotalLiabilitiesEOY
Net Assets Or Fund Balances BOY866533972NetAssetsOrFundBalancesBOY
Net Assets Or Fund Balances EOY682317709NetAssetsOrFundBalancesEOY
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 ServicesfalseSignificantNewProgramServices
Significant ChangefalseSignificantChange
Expense274549959Expense
Grants274549959Grants
DescriptionTHE FOUNDATION made grants IN SUPPORT OF THE CHARITABLE, EDUCATIONAL, SCIENTIFIC OR RELIGIOUS PURPOSES OF THE JEWISH COMMUNITY FEDERATION OF SAN FRANCISCO, THE PENINSULA, MARIN AND SONOMA COUNTIES.Description
Total Program Service Expense274549959TotalProgramServiceExpense
Described In501 C3trueDescribedIn501C3
Schedule B RequiredfalseScheduleBRequired
Political ActivitiesfalsePoliticalActivities
Lobbying ActivitiesfalseLobbyingActivities
Donor Advised FundsfalseDonorAdvisedFunds
Conservation EasementsfalseConservationEasements
Collections Of ArtfalseCollectionsOfArt
Credit CounselingfalseCreditCounseling
Term Or Permanent EndowmentsfalseTermOrPermanentEndowments
Balance Sheet Amounts ReportedtrueBalanceSheetAmountsReported
Independent Audit Financial StmttrueIndependentAuditFinancialStmt
Consolidated Audit Financial StmttrueConsolidatedAuditFinancialStmt
SchoolfalseSchool
Foreign OfficefalseForeignOffice
Foreign ActivitiesfalseForeignActivities
More Than5000 K To OrganizationsfalseMoreThan5000KToOrganizations
More Than5000 K To IndividualsfalseMoreThan5000KToIndividuals
Professional FundraisingfalseProfessionalFundraising
Fundraising ActivitiesfalseFundraisingActivities
GamingfalseGaming
HospitalfalseHospital
Grants To OrganizationstrueGrantsToOrganizations
Grants To IndividualsfalseGrantsToIndividuals
Schedule J RequiredtrueScheduleJRequired
Tax Exempt BondsfalseTaxExemptBonds
Excess Benefit TransactionfalseExcessBenefitTransaction
Prior Excess Benefit TransactionfalsePriorExcessBenefitTransaction
Loan To Officer Or DQPfalseLoanToOfficerOrDQP
Grant To Related PersonfalseGrantToRelatedPerson
Bsnss Rltnshp With OrganizationfalseBsnssRltnshpWithOrganization
Bsnss Rltnshp Thru Family MemberfalseBsnssRltnshpThruFamilyMember
Officer Entity With Bsnss RltnshpfalseOfficerEntityWithBsnssRltnshp
Deductible Non Cash ContributionsfalseDeductibleNonCashContributions
Deductible Contributions Of ArtfalseDeductibleContributionsOfArt
TerminatedfalseTerminated
Partial LiquidationfalsePartialLiquidation
Disregarded EntityfalseDisregardedEntity
Related EntitytrueRelatedEntity
Related Org Controlled EntityfalseRelatedOrgControlledEntity
Transfers To Exempt Non Chrtbl OrgfalseTransfersToExemptNonChrtblOrg
Activities Conducted PartnershipfalseActivitiesConductedPartnership
Schedule O RequiredtrueScheduleORequired
Number Forms Transmitted With109614NumberFormsTransmittedWith1096
Number W2 G Included0NumberW2GIncluded
Number Of Employees0NumberOfEmployees
Unrelated Business IncomefalseUnrelatedBusinessIncome
Foreign Financial AccountfalseForeignFinancialAccount
Prohibited Tax Shelter TransfalseProhibitedTaxShelterTrans
Taxable Party NotificationfalseTaxablePartyNotification
Non Deductible ContributionsfalseNonDeductibleContributions
Quid Pro Quo ContributionsfalseQuidProQuoContributions
Form8282 Property Disposed OffalseForm8282PropertyDisposedOf
Funds To Pay PremiumsfalseFundsToPayPremiums
Premiums PaidfalsePremiumsPaid
Nbr Voting Governing Body Members5NbrVotingGoverningBodyMembers
Number Independent Voting Members4NumberIndependentVotingMembers
Family Or Business RelationshiptrueFamilyOrBusinessRelationship
Delegation Of Management DutiesfalseDelegationOfManagementDuties
Changes To Organizing DocsfalseChangesToOrganizingDocs
Material Diversion Or MisusefalseMaterialDiversionOrMisuse
Members Or StockholdersfalseMembersOrStockholders
Election Of Board MembersfalseElectionOfBoardMembers
Decisions Subject To ApprovalfalseDecisionsSubjectToApproval
Minutes Of Governing BodytrueMinutesOfGoverningBody
Minutes Of CommitteestrueMinutesOfCommittees
Officer Mailing AddressfalseOfficerMailingAddress
Local ChaptersfalseLocalChapters
Form990 Provided To Governing BodytrueForm990ProvidedToGoverningBody
Conflict Of Interest PolicytrueConflictOfInterestPolicy
Annual Disclosure Covered PersonstrueAnnualDisclosureCoveredPersons
Regular Monitoring EnforcementtrueRegularMonitoringEnforcement
Whistleblower PolicyfalseWhistleblowerPolicy
Document Retention PolicytrueDocumentRetentionPolicy
Compensation Process CEOtrueCompensationProcessCEO
Compensation Process OthertrueCompensationProcessOther
Investment In Joint VenturefalseInvestmentInJointVenture
States Where Copy Of Return Is FiledCAStatesWhereCopyOfReturnIsFiled
Other WebsiteXOtherWebsite
Upon RequestXUponRequest

The Books Are In Care Of TheBooksAreInCareOf

FieldValueIRS element (for citing)
Name PersonANDREW FRADKINNamePerson
Telephone Number4157770411TelephoneNumber

Address US AddressUS

FieldValueIRS element (for citing)
Address Line1121 STEUART STREETAddressLine1
CitySAN FRANCISCOCity
StateCAState
ZIP Code941051236ZIPCode
FieldValueIRS element (for citing)
No Listed Persons CompensatedXNoListedPersonsCompensated

Form990 Part VII Section A Form990PartVIISectionA (10 entries)

TitleTitleAverage Hours Per WeekAverageHoursPerWeekIndividual Trustee Or DirectorIndividualTrusteeOrDirectorOfficerOfficerReportable Comp From OrganizationReportableCompFromOrganizationReportable Comp From Related OrgsReportableCompFromRelatedOrgsOther CompensationOtherCompensationHighest Compensated EmployeeHighestCompensatedEmployeeFormerFormer
MARION O SANDLER
PRESIDENT/DIRECTOR1.0XX000
HERBERT M SANDLER
PRESIDENT/DIRECTOR1.0XX000
PHYLLIS COOK
DIRECTOR1.0X01031520
ROBERT FRIEND
INVEST CHAIR/DIRECTOR1.0XX000
DAVID FOLKMAN
DIRECTOR1.0X000
STEVE DAETZ
VICE PRES/ASST SEC40.0X030757852679
ELLEN REINTJES
ASST TREASURER1.0X000
Mark Reisbaum
Treasurer/Secretary1.0X018733320658
SERGIO KNAEBEL
GRANT DIRECTOR40.0011886818441X
LISA GURWITCH
TREASURER/SECRETARY1.0047841625205X
FieldValueIRS element (for citing)
Total Reportable Comp From Org0TotalReportableCompFromOrg
Total Reportable Comp Frm Rltd Orgs1195347TotalReportableCompFrmRltdOrgs
Total Other Compensation116983TotalOtherCompensation
Number Individuals GT100 K4NumberIndividualsGT100K
Formers ListedtrueFormersListed
Total Comp GT150 KtrueTotalCompGT150K
Compensation From Other SourcesfalseCompensationFromOtherSources

Contractor Compensation ContractorCompensation

Name Of Contractor NameOfContractor

FieldValueIRS element (for citing)
Name PersonMark GrittonNamePerson

Address Of Contractor AddressOfContractor

Address US AddressUS

FieldValueIRS element (for citing)
Address Line1917 Independence ParkwayAddressLine1
CitySOUTH LAKECity
StateTXState
ZIP Code76092ZIPCode
FieldValueIRS element (for citing)
Description Of ServicesConsulting ServicesDescriptionOfServices
Compensation155000Compensation
FieldValueIRS element (for citing)
Number Of Contractors GT100 K2NumberOfContractorsGT100K
Total Contributions0TotalContributions
Total Program Service Revenue0TotalProgramServiceRevenue

Investment Income InvestmentIncome

FieldValueIRS element (for citing)
Total Revenue Column16111792TotalRevenueColumn
Exclusion$16,111,792ExclusionAmount

Income From Invest Bond Proceeds IncomeFromInvestBondProceeds

FieldValueIRS element (for citing)
Total Revenue Column0TotalRevenueColumn

Royalties Revenue RoyaltiesRevenue

FieldValueIRS element (for citing)
Total Revenue Column0TotalRevenueColumn

Gross Amount Sales Assets GrossAmountSalesAssets

FieldValueIRS element (for citing)
Securities349762537Securities

Less Cost Oth Basis Sales Expenses LessCostOthBasisSalesExpenses

FieldValueIRS element (for citing)
Securities757913666Securities

Gain Or Loss GainOrLoss

FieldValueIRS element (for citing)
Securities-408151129Securities

Net Gain Or Loss Investments NetGainOrLossInvestments

FieldValueIRS element (for citing)
Total Revenue Column-408151129TotalRevenueColumn
Exclusion-$408,151,129ExclusionAmount

Net Income From Fundraising Events NetIncomeFromFundraisingEvents

FieldValueIRS element (for citing)
Total Revenue Column0TotalRevenueColumn

Net Income From Gaming NetIncomeFromGaming

FieldValueIRS element (for citing)
Total Revenue Column0TotalRevenueColumn

Net Income Or Loss NetIncomeOrLoss

FieldValueIRS element (for citing)
Total Revenue Column0TotalRevenueColumn
FieldValueIRS element (for citing)
Total Other Revenue0TotalOtherRevenue

Total Revenue TotalRevenue

FieldValueIRS element (for citing)
Total Revenue Column-392039337TotalRevenueColumn
Exclusion-$392,039,337ExclusionAmount

Grants To Domestic Orgs GrantsToDomesticOrgs

FieldValueIRS element (for citing)
Total274549959Total
Program Services274549959ProgramServices

Grants To Domestic Individuals GrantsToDomesticIndividuals

FieldValueIRS element (for citing)
Total0Total

Foreign Grants ForeignGrants

FieldValueIRS element (for citing)
Total0Total

Benefits To Members BenefitsToMembers

FieldValueIRS element (for citing)
Total0Total

Comp Current Officers Directors CompCurrentOfficersDirectors

FieldValueIRS element (for citing)
Total0Total
Management And General0ManagementAndGeneral

Comp Disqual Persons CompDisqualPersons

FieldValueIRS element (for citing)
Total0Total

Other Salaries And Wages OtherSalariesAndWages

FieldValueIRS element (for citing)
Total840147Total
Management And General840147ManagementAndGeneral

Pension Plan Contributions PensionPlanContributions

FieldValueIRS element (for citing)
Total108310Total
Management And General108310ManagementAndGeneral

Other Employee Benefits OtherEmployeeBenefits

FieldValueIRS element (for citing)
Total65823Total
Management And General65823ManagementAndGeneral

Payroll Taxes PayrollTaxes

FieldValueIRS element (for citing)
Total0Total

Fees For Services Management FeesForServicesManagement

FieldValueIRS element (for citing)
Total0Total

Fees For Services Legal FeesForServicesLegal

FieldValueIRS element (for citing)
Total0Total

Fees For Services Accounting FeesForServicesAccounting

FieldValueIRS element (for citing)
Total0Total

Fees For Services Lobbying FeesForServicesLobbying

FieldValueIRS element (for citing)
Total0Total

Fees For Services Prof Fundraising FeesForServicesProfFundraising

FieldValueIRS element (for citing)
Total0Total

Fees For Services Invst Mgmnt Fees FeesForServicesInvstMgmntFees

FieldValueIRS element (for citing)
Total426156Total
Management And General426156ManagementAndGeneral

Fees For Services Other FeesForServicesOther

FieldValueIRS element (for citing)
Total16421Total
Management And General16421ManagementAndGeneral

Advertising Advertising

FieldValueIRS element (for citing)
Total0Total

Office Expenses OfficeExpenses

FieldValueIRS element (for citing)
Total0Total

Information Technology InformationTechnology

FieldValueIRS element (for citing)
Total0Total

Royalties Royalties

FieldValueIRS element (for citing)
Total0Total

Occupancy Occupancy

FieldValueIRS element (for citing)
Total0Total

Travel Travel

FieldValueIRS element (for citing)
Total25717Total
Management And General25717ManagementAndGeneral

Travel Entrtnmnt Public Officials TravelEntrtnmntPublicOfficials

FieldValueIRS element (for citing)
Total0Total

Conferences Meetings ConferencesMeetings

FieldValueIRS element (for citing)
Total0Total

Interest Interest

FieldValueIRS element (for citing)
Total0Total

Payments To Affiliates PaymentsToAffiliates

FieldValueIRS element (for citing)
Total0Total

Depreciation Depletion DepreciationDepletion

FieldValueIRS element (for citing)
Total148059Total
Management And General148059ManagementAndGeneral

Insurance Insurance

FieldValueIRS element (for citing)
Total5703Total
Management And General5703ManagementAndGeneral

Other Expenses OtherExpenses (4 entries)

DescriptionDescriptionTotalTotalManagement And GeneralManagementAndGeneral
DATA PROCESSING SERVICE104742104742
OCCUPANCY489055489055
OTHER PROFESSIONAL SERVICES180369180369
ADMINISTRATIVE FEES125000125000

Total Functional Expenses TotalFunctionalExpenses

FieldValueIRS element (for citing)
Total277085461Total
Program Services274549959ProgramServices
Management And General2535502ManagementAndGeneral
Fundraising0Fundraising

Cash Non Interest Bearing CashNonInterestBearing

FieldValueIRS element (for citing)
BOY1680BOY
EOY3378690EOY

Savings And Temp Cash Investments SavingsAndTempCashInvestments

FieldValueIRS element (for citing)
BOY329219372BOY
EOY142738725EOY

Accounts Receivable AccountsReceivable

FieldValueIRS element (for citing)
BOY175570BOY
EOY144366EOY

Prepaid Expenses Deferred Charges PrepaidExpensesDeferredCharges

FieldValueIRS element (for citing)
EOY7139EOY
FieldValueIRS element (for citing)
Land Buildings Equipment Basis891695LandBuildingsEquipmentBasis
Land Bldg Equipment Accum Deprec502045LandBldgEquipmentAccumDeprec

Land Buildings Equipment Basis Net LandBuildingsEquipmentBasisNet

FieldValueIRS element (for citing)
BOY537709BOY
EOY389649EOY

Investments Pub Traded Securities InvestmentsPubTradedSecurities

FieldValueIRS element (for citing)
BOY541098547BOY
EOY479329738EOY

Investments Other Securities InvestmentsOtherSecurities

FieldValueIRS element (for citing)
EOY62613574EOY

Total Assets TotalAssets

FieldValueIRS element (for citing)
BOY871032878BOY
EOY688601881EOY

Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses

FieldValueIRS element (for citing)
BOY148906BOY
EOY224264EOY

Grants Payable GrantsPayable

FieldValueIRS element (for citing)
BOY4350000BOY
EOY6059908EOY

Total Liabilities TotalLiabilities

FieldValueIRS element (for citing)
BOY4498906BOY
EOY6284172EOY
FieldValueIRS element (for citing)
Follow SFAS117XFollowSFAS117

Unrestricted Net Assets UnrestrictedNetAssets

FieldValueIRS element (for citing)
BOY866533972BOY
EOY682317709EOY

Total Net Assets Fund Balances TotalNetAssetsFundBalances

FieldValueIRS element (for citing)
BOY866533972BOY
EOY682317709EOY

Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances

FieldValueIRS element (for citing)
BOY871032878BOY
EOY688601881EOY
FieldValueIRS element (for citing)
Method Of Accounting AccrualXMethodOfAccountingAccrual
Accountant Compile Or ReviewtrueAccountantCompileOrReview
FS AuditedtrueFSAudited
Audit CommitteetrueAuditCommittee
Financial Statement BothXFinancialStatementBoth
Federal Grant Audit RequiredfalseFederalGrantAuditRequired

Schedule A IRS990ScheduleA

FieldValueIRS element (for citing)
Supporting Organization509a3XSupportingOrganization509a3
Supporting Org509a3 Type1XSupportingOrg509a3Type1
Certification CheckboxXCertificationCheckbox
Contrib By Controlling IndividualfalseContribByControllingIndividual
Contribution By Related PartyfalseContributionByRelatedParty
Contrib By35 Controlled EntityfalseContribBy35ControlledEntity

Supported Org Information SupportedOrgInformation

Name Name

FieldValueIRS element (for citing)
Business Name Line1JEWISH COMMUNITY FEDERATION OF SAN FRANCISCOBusinessNameLine1
FieldValueIRS element (for citing)
EIN941156533EIN
Type Of Organization0TypeOfOrganization
Listed In Governing DoctrueListedInGoverningDoc
Supported Organization NotifiedtrueSupportedOrganizationNotified
Organized In UStrueOrganizedInUS
Amount$575,000Amount
FieldValueIRS element (for citing)
Total Number Of Supported Orgs1TotalNumberOfSupportedOrgs
Sum Of Amounts575000SumOfAmounts

Schedule D IRS990ScheduleD

FieldValueIRS element (for citing)
Art Public Exhibition AmtsArtPublicExhibitionAmts
Held Works Of Art AmtsHeldWorksOfArtAmts
LandLand

Buildings Buildings

FieldValueIRS element (for citing)
Investment Cost Or Other Basis891695InvestmentCostOrOtherBasis
Depreciation537709Depreciation
Book Value389649BookValue
FieldValueIRS element (for citing)
Leasehold ImprovementsLeaseholdImprovements
EquipmentEquipment
Other Land BuildingsOtherLandBuildings
Total Of Book Value Land Buildings389649TotalOfBookValueLandBuildings
Financial DerivativesFinancialDerivatives
Closely Held Equity InterestsCloselyHeldEquityInterests

Other Securities OtherSecurities

FieldValueIRS element (for citing)
DescriptionFARALLON CAPITAL INST. PTRS,LPDescription
Book Value62613574BookValue
FieldValueIRS element (for citing)
Total Of Book Value Securities62613574TotalOfBookValueSecurities
Total Revenue-392039337TotalRevenue
Total Expenses277085461TotalExpenses
Excess Or Deficit For Year-669124798ExcessOrDeficitForYear
Excess Or Deficit Per FS-669124798ExcessOrDeficitPerFS
Tot Revenue Etc Audited Fincl Stmt92869197TotRevenueEtcAuditedFinclStmt
Net Unrealized Gains Investments484908534NetUnrealizedGainsInvestments
Revenue Not Rptd F990484908534RevenueNotRptdF990
Revenue Subtotal-392039337RevenueSubtotal
Total Revenue Per Form990-392039337TotalRevenuePerForm990
Tot Expenses Etc Audited Fincl Stmt277085461TotExpensesEtcAuditedFinclStmt
Expenses Subtotal277085461ExpensesSubtotal
Total Expenses Per Form990277085461TotalExpensesPerForm990

Schedule I IRS990ScheduleI

FieldValueIRS element (for citing)
Records MaintainedtrueRecordsMaintained

Recipient Table RecipientTable (68 entries)

Address Line1AddressUS/AddressLine1CityAddressUS/CityStateAddressUS/StateZIP CodeAddressUS/ZIPCodeEIN Of RecipientEINOfRecipientIRC SectionIRCSectionAmount Of Cash GrantAmountOfCashGrantAmount Of Non Cash AssistanceAmountOfNonCashAssistanceMethod Of ValuationMethodOfValuationPurpose Of GrantPurposeOfGrant
American Asthma Foundation
4 Embarcadero Ctr 3150 sf ca 9411San FranciscoCA94111208452401501(C)(3)12948660CASH VALUEGen Support
American Civil Liberties Union (ACLU)
125 Broad Street New York NY 1000New YorkNY10004136213516501(C)(3)16000000CASH VALUE
American Constitution Society for Law & Policy
1333 H StreetWashingtonDC20005522313694501(C)(3)4000000CASH VALUEGen Support
Center for American Progress
1333 H StreetWashingtonDC20005300126510501(C)(3)25000000CASH VALUEGen Support
Center for Biological Diversity
PO Box 710TucsonAZ85702850420285501(C)(3)7600000CASH VALUEGen Support
Center for Climate Strategies
1899 L Street 900WashingtonDC20036311677573501(C)(3)2500000CASH VALUEGen Support
Center for Progressive Leadership
1133 19th StreetWashingtonDC20036521454259501(C)(3)250000CASH VALUEGen Support
Center for Responsible Lending
PO Box 3619DurhamNC27702743043913501(C)(3)44500000CASH VALUEGen Support
Center on Budget and Policy Priorities
820 First ST 510WashingtonDC20002521234565501(C)(3)500000CASH VALUEGEN SUPPORT
Change V2 Foundation
543 Howard StSan FranciscoCA94105263088283501(C)(3)100000CASH VALUEGen Support
Chronicle Season of Sharing Fund
901 Mission StreetSan FranciscoCA94103943019992501(C)(3)750000CASH VALUEGen Support
Community Partners
1000 N Alameda StLos AngelesCA90012954302067501(C)(3)600000CASH VALUEGen Support
Council of Chief State School Officers
1 Massachusetts Ave 700 washingtonWashingtonDC20001530198090501(C)(3)1000000CASH VALUEGEN SUPPORT
Earth Justice
426 17th StOaklandCA94612941730465501(C)(3)5000000CASH VALUEGen Support
Faith & Public Life Resources Center
1101 Vermont AveWashingtonDC20005203798596501(C)(3)1000000CASH VALUEGen Support
International Community Foundation
11300 Sorrento Valley Rd 115San DiegoCA92121131624046501(C)(3)7300000CASH VALUEGen Support
INTERNATIONAL Partners Cassie Stern Memorial Inc
550888960501(C)(3)100000CASH VALUEGen Support
Island Conservation
100 Shaffer Road LMLSanta CruzCA95060911839907501(C)(3)2000000CASH VALUEGen Support
J Street Education Fund Inc
6432 Barnaby St NWWashingtonDC20015202777557501(C)(3)2000000CASH VALUEGen Support
Jewish Community Federation of SF
121 Steuart StSan FranciscoCA94105941156533501(C)(3)5750000CASH VALUEGen Support
John Hopkins University
100 N Charles St 336BaltimoreMD21201520595110501(C)(3)2750000CASH VALUEGen Support
Justice Matters Institute
943275302501(C)(3)350000CASH VALUEGen suppORT
Leadership Conference Education Fund Inc
1629 K Street 1000WashingtonDC20006237026895501(C)(3)1000000CASH VALUEGen Support
Massachusetts Institute of Technology
77 Masachusetts AveCAMBRIDGEMD02139042103594501(C)(3)1000000CASH VALUEGEN SUPPORT
MDRC
16 E 34th StNew YorkNY10015237379473501(C)(3)3000000CASH VALUEGen Support
National Center for Youth Law
405 14th St 1500OaklandCA94612942506933501(C)(3)4500000CASH VALUEGen Support
National Consumer Law Center Inc
7 Winthrop SqUAREBostonMA02110042488502501(C)(3)1000000CASH VALUEGen Support
National Popular Vote Institute
3527 Mt Diablo Blvd 192 LafayetteLafayetteCA94549262107978501(C)(3)1000000CASH VALUEGen Support
National Public Education Support Fund
3205 R StreetWashingtonDC20007263015634501(C)(3)100000CASH VALUEGEN SUPPORT
Natural Resources Defense Council
40 West 20th StreetNew YorkNY10011131912877501(C)(3)2000000CASH VALUEGEN SUPPORT
Oceana Inc
1350 Connecticut AveWashingtonDC20036510401308501(C)(3)20000000CASH VALUEGen Support
Pacific Institute FOR Comm Organization
171 Santa Rosa AveOaklandCA94610942206497501(C)(3)5000000CASH VALUEGen Support
People for the American Way Foundation
2000 M St 400WashingtonDC20036133065716501(C)(3)1100000CASH VALUEGEN SUPPORT
Pro Publica Inc
55 BroadwayNew YorkNY10006142007220501(C)(3)65000000CASH VALUEGen Support
Rainforest Action Network
221 Pine St 500 SAN FRANCISCO CASan FranciscoCA94104943045180501(C)(3)500000CASH VALUEGEN SUPPORT
Regents of the Uc at BerkeleY
336 Sproul HallBerkeleyCA94720946002123501(C)(3)500000CASH VALUEGEN SUPPORT
Religious Action Center of Reform Judaism
2027 Massachusetts AveWashingtonDC20036131663143501(C)(3)500000CASH VALUEGen support
Resources Legacy Fund
556 capitol mall 675SacramentoCA95814954703938501(C)(3)25000000CASH VALUEBAJA LAND
San Francisco Free Clinic
4900 California StSan FranciscoCA94118943186248501(C)(3)250000CASH VALUEGen Support
Sanctuary for Families
PO Box 1406 Wall St Station new yNew YorkNY10268133193119501(C)(3)250000CASH VALUEGen Support
Schwab Charitable Fund
211 Main StreetSan FranciscoCA94105311640316501(C)(3)2244787380CASH VALUEGen Support
That Man May See
1426 Fillmore St 219 san franciscoSan FranciscoCA94115237129943501(C)(3)500000CASH VALUEGen Support
The City College Fund of new york city
160 Convent AveNew YorkNY10031131760098501(C)(3)250000CASH VALUEGen Support
The Ocean Foundation
1990 M St 250WashingtonDC20036710863908501(C)(3)2500000CASH VALUEGen Support
The Pew Charitable Trusts
1025 F StWashingtonDC20004562307147501(C)(3)5000000CASH VALUEOCEAN LEG.
The Schott Foundation for Public Education
678 Massachusetts AveCambridgeMA02139043457065501(C)(3)566500CASH VALUECIVIL RIGHT
The Sentencing Project
514 Tenth St 1000WashingtonDC20004521472546501(C)(3)500000CASH VALUEGen Support
The Urban Institute
2100 M Street washington dc 20037WashingtonDC20037520880375501(C)(3)2000000CASH VALUEGen Support
Tides Foundation
PO Box 29903San FranciscoCA94129510198509501(C)(3)500000CASH VALUEGen Support
Truman National Security Project Educational Inst
1420 K St 250WashingtonDC20005262959113501(C)(3)2000000CASH VALUEGen Support
Trustees of Columbia University in The City
435 West 116th StreetNew YorkNY10027135598093501(C)(3)250000CASH VALUEGen Support
Univ of California San Francisco Foundation
220 Montgomery StSan FranciscoCA94104942829914501(C)(3)16000000CASH VALUEgen support
Univ of California San Francisco Foundation
221 Montgomery StSan FranciscoCA94104942829914501(C)(3)1380000CASH VALUESABRE
Univ of California San Francisco Foundation
222 Montgomery StSan FranciscoCA94104942829914501(C)(3)19000000CASH VALUEgen support
Univ of California San Francisco Foundation
223 Montgomery StSan FranciscoCA94104942829914501(C)(3)15000000CASH VALUEgen support
Wellesley College
106 Central StreetWellesleyMA02181042103637501(C)(3)250000CASH VALUEGen Support
Wildcoast
925 Seacoast DriveImperial BeachCA91932770536297501(C)(3)3000000CASH VALUEGen Support
American Civil Liberties Union (ACLU)
125 Broad Street New York NY 1000New YorkNY10004136213516501(C)(3)17500000cash value
Center on Budget and Policy Priorities
Center on Budget and Policy PrioritWashingtonDC20002521234565501(c)(3)1300000cash value
Council of Chief State School Officers
1 Massachusetts Ave 700 washingtonWASHINGTONDC20001530198090501(C)(3)1200000CASH VALUE
National Public Education Support Fund
3205 R StreetWASHINGTONDC20007263015634501(C)(3)100000CASH VALUE
REGENTS OF THE UC AT BERKELEY
336 Sproul HallBERKELEYCA94720946002123501(C)(3)500000CASH VALUEINV. REPORT
REGENTS OF THE UC AT BERKELEY
336 Sproul HallBerkeleyCA94720946002123501(C)(3)1250000CASH VALUEINV. REPORT.
Resources Legacy Fund
556 capitol mall 675SACRAMENTOCA95814954703938501(C)(3)5000000CASH VALUEGULF OF CA
The Pew Charitable Trusts
1025 F StWASHINGTONDC20004562307147501(C)(3)5000000CASH VALUEMARINE CON.
Regents of the Uc at BerkeleY
336 Sproul HallBerkeleyCA94720946002123501(C)(3)4783330CASH VALUEEQUIT. GROW
Univ of California San Francisco Foundation
220 mONTGOMERY STSAN FRANCISCOCA94104942829914501(C)(3)15000000CASH VALUE
Univ of California San Francisco Foundation
223 Montgomery StSAN FRANCISCOCA94104942829914501(C)(3)45299080CASH VALUENUEROSCIENCES
FieldValueIRS element (for citing)
Total Nbr Of501 C3 And Govt Grants60TotalNbrOf501C3AndGovtGrants

Form990 Schedule I Part IV Form990ScheduleIPartIV

FieldValueIRS element (for citing)
IdentifierSchedule I, PART I, LINE 2:Identifier
ExplanationTHE 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 PaymenttrueSeverancePayment
Supplemental Nonqual Retire PlanfalseSupplementalNonqualRetirePlan
Equity Based Comp ArrangementfalseEquityBasedCompArrangement
Comp Based On Revenue Of Filing OrgfalseCompBasedOnRevenueOfFilingOrg
Comp Based On Revenue Related OrgsfalseCompBasedOnRevenueRelatedOrgs
Comp Based Net Earnings Filing OrgfalseCompBasedNetEarningsFilingOrg
Comp Based Net Earnings Relate OrgsfalseCompBasedNetEarningsRelateOrgs
Any Non Fixed PaymentsfalseAnyNonFixedPayments
Initial Contract ExceptionfalseInitialContractException

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
03075780000032500020179036025700
LISA GURWITCH
0224832000253584011280013925050362100
Mark Reisbaum
0187333000004917015742020799200

Form990 Schedule J Part III Form990ScheduleJPartIII

FieldValueIRS element (for citing)
IdentifierSCHEDULE J, PART I, LINE 4AIdentifier
ExplanationLISA GURWITCH SEPERATED FROM SERVICE IN THE FISCAL YEAR OF 2009. AS SUCH LISA GURWITCH RECEIVED GROSS SEVERANCE OF $253,584.Explanation

Schedule O IRS990ScheduleO

General Explanation GeneralExplanation

FieldValueIRS element (for citing)
IdentifierSANDLER FOUNDATIONIdentifier
ExplanationFORM 990, PART VI, SECTION A, LINE 2: HERBERT SANDLER ANd MARION SANDLER ARE HUSBAND AND WIFE. FORM 990, PART VI, SECTION b, LINE 11: THE FORM 990 IS PREPARED BY AN INDEPENDENT PUBLIC ACCOUNTING FIRM BASED ON AUDITED FINANCIAL STATEMENTS AND WITH THE ASSISTANCE OF THE ORGANIZATION'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 12C: THE ORGANIZATION REGULARLY AND CONSISTENTLY MONITORS AND ENFORCES COMPLIANCE WITH ITS CONFLICT OF INTEREST POLICY. FOR TRUSTEES AND OFFICERS CONFLICT OF INTEREST POLICY, THE SUPPORTED ORGANIZATION REQUESTS COMPLETION OF an ANNUAL DISCLOSURE FORM BY JANUARY 31 FOR ALL TRUSTEES AND OFFICERS. THE SUPPORTED ORGANIZATION ENSURES THAT ALL FORMS HAVE BEEN RECEIVED AND PREPARES A SUMMARY OF DISCLOSURES AND FORWARDS THE FORMS AND SUMMARY TO ITS LEGAL COUNSEL. 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. FORM 990, PART VI, SECTION B, LINE 15: THE PROCESS FOR DETERMINING THE COMPENSATION FOR SENIOR LEVEL POSITIONS IS AS FOLLOWS: CERTAIN OFFICERS AND/OR DIRECTORS ARE COMPENSATED EITHER DIRECTLY BY THE ORGANIZATION OR 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 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 C, LINE 19: The organization 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 IV, LINE 12 & PART XI, 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. Form 990, Schedule R, Part II, Column (B): Build, maintain, and strengthen Jewish identity, community and life. 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 3) Part VI, Question 10B, 16B 4) Part XI, Question 3B 5) Schedule J, Question 1B, 2, 9Explanation

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 ActivitiesSEE STATEMENTPrimaryActivities
Legal Domicile StateCALegalDomicileState
Exempt Code Section501 (C) (3)ExemptCodeSection
Public Charity Status7PublicCharityStatus

Direct Controlling Entity Name DirectControllingEntityName

FieldValueIRS element (for citing)
Business Name Line1NABusinessNameLine1
FieldValueIRS element (for citing)
Receipt Of Int Ann Rents RoyaltiesfalseReceiptOfIntAnnRentsRoyalties
Gift Grant Or Cap Contr To Other OrgfalseGiftGrantOrCapContrToOtherOrg
Gift Grant Or Cap Contr Fr Other OrgtrueGiftGrantOrCapContrFrOtherOrg
Loans Or Guarantees To Other OrgfalseLoansOrGuaranteesToOtherOrg
Loans Or Guarantees From Other OrgfalseLoansOrGuaranteesFromOtherOrg
Sale Of Assets To Other OrgfalseSaleOfAssetsToOtherOrg
Purchase Of Assets From Other OrgfalsePurchaseOfAssetsFromOtherOrg
Exchange Of AssetsfalseExchangeOfAssets
Rental Of Facilities To Other OrgsfalseRentalOfFacilitiesToOtherOrgs
Rental Of Facilities Fr Other OrgsfalseRentalOfFacilitiesFrOtherOrgs
Perform Of Services For Other OrgsfalsePerformOfServicesForOtherOrgs
Perform Of Services By Other OrgstruePerformOfServicesByOtherOrgs
Sharing Of FacilitiestrueSharingOfFacilities
Sharing Of Paid EmployeestrueSharingOfPaidEmployees
Reimbursement Paid To Other OrgtrueReimbursementPaidToOtherOrg
Reimbursement Paid By Other OrgfalseReimbursementPaidByOtherOrg
Other Transfer To Other OrgfalseOtherTransferToOtherOrg
Other Transfer From Other OrgfalseOtherTransferFromOtherOrg

Transactions Related Orgs Table TransactionsRelatedOrgsTable (5 entries)

Transaction TypeTransactionTypeAmount InvolvedAmountInvolved
(1) JEWISH COMMUNITY FEDERATION OF SF
B575000
(2) JEWISH COMMUNITY FEDERATION OF SF
L125000
(3) JEWISH COMMUNITY FEDERATION OF SF
M0
(4) JEWISH COMMUNITY FEDERATION OF SF
N0
(5) JEWISH COMMUNITY FEDERATION OF SF
O66298