SHIMON BEN JOSEPH FOUNDATION: Form 990PF, tax year 2023

View the entire original 990 at ProPublica ↗

Organization
SHIMON BEN JOSEPH FOUNDATION (EIN 33-1114104)
Tax period
2023-01-01 to 2023-12-31
Filed
2024-11-06
IRS object ID
202433119349100408
Schema version
2023v5.1
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)
Return2024-11-06T04:09:03-06:00ReturnTs
Tax Period End2023-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN861065772PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1DELOITTE TAX LLPBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line11015 2ND AVE SUITE 500AddressLine1Txt
CitySEATTLECityNm
State AbbreviationWAStateAbbreviationCd
ZIP98104ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2023-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN331114104EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1THE SHIMON BEN JOSEPH FOUNDATIONBusinessNameLine1Txt
Business Name Line2DBA JIM JOSEPH FOUNDATIONBusinessNameLine2Txt
FieldValueIRS element (for citing)
Business Name ControlSHIMBusinessNameControlTxt
Phone4156588730PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1343 SANSOME STREET 550AddressLine1Txt
CitySAN FRANCISCOCityNm
State AbbreviationCAStateAbbreviationCd
ZIP94104ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonDAVID P CARROLLPersonNm
Person TitleCFOPersonTitleTxt
Phone4156588730PhoneNum
Signature2024-11-05SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd
FieldValueIRS element (for citing)
IRS Responsible Prty Info Curr0IRSResponsiblePrtyInfoCurrInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonJANE M SEARINGPreparerPersonNm
PTINP00000565PTIN
Phone2067167000PhoneNum
Preparation2024-11-02PreparationDt
FieldValueIRS element (for citing)
Tax2023TaxYr
Build TS2024-10-15 13:58:12ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$1,445,120,697FMVAssetsEOYAmt
Method Of Accounting AccrualYes (X)MethodOfAccountingAccrualInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$4,125,000ContriRcvdRevAndExpnssAmt
Interest On Sav Rev And Expnss$1,884,437InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$1,884,437InterestOnSavNetInvstIncmAmt
Dividends Rev And Expnss$18,219,741DividendsRevAndExpnssAmt
Dividends Net Invst Incm$33,988,068DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss-$15,394,250NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$283,439,076GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$0CapGainNetIncmNetInvstIncmAmt
Other Income Rev And Expnss$7,659,358OtherIncomeRevAndExpnssAmt
Other Income Net Invst Incm$50,539,557OtherIncomeNetInvstIncmAmt
Total Rev And Expnss$16,494,286TotalRevAndExpnssAmt
Total Net Invst Incm$86,412,062TotalNetInvstIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$1,455,364CompOfcrDirTrstRevAndExpnssAmt
Comp Ofcr Dir Trst Net Invst Incm$192,726CompOfcrDirTrstNetInvstIncmAmt
Comp Ofcr Dir Trst Dsbrs Chrtbl$1,262,638CompOfcrDirTrstDsbrsChrtblAmt
Oth Empl Slrs Wgs Rev And Expnss$3,562,222OthEmplSlrsWgsRevAndExpnssAmt
Oth Empl Slrs Wgs Net Invst Incm$232,787OthEmplSlrsWgsNetInvstIncmAmt
Oth Empl Slrs Wgs Dsbrs Chrtbl$3,329,434OthEmplSlrsWgsDsbrsChrtblAmt
Pension Empl Bnft Rev And Expnss$1,324,406PensionEmplBnftRevAndExpnssAmt
Pension Empl Bnft Net Invst Incm$97,611PensionEmplBnftNetInvstIncmAmt
Pension Empl Bnft Dsbrs Chrtbl$1,119,274PensionEmplBnftDsbrsChrtblAmt
Legal Fees Rev And Expnss$53,730LegalFeesRevAndExpnssAmt
Legal Fees Net Invst Incm$10,718LegalFeesNetInvstIncmAmt
Legal Fees Dsbrs Chrtbl$42,689LegalFeesDsbrsChrtblAmt
Accounting Fees Rev And Expnss$282,385AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$141,193AccountingFeesNetInvstIncmAmt
Accounting Fees Chrtbl Prps$163,813AccountingFeesChrtblPrpsAmt
Other Prof Fees Rev And Expnss$4,812,538OtherProfFeesRevAndExpnssAmt
Other Prof Fees Net Invst Incm$1,589,736OtherProfFeesNetInvstIncmAmt
Other Prof Fees Dsbrs Chrtbl$3,182,052OtherProfFeesDsbrsChrtblAmt
Interest Dsbrs Chrtbl$6,409,437InterestDsbrsChrtblAmt
Taxes Rev And Expnss$928,092TaxesRevAndExpnssAmt
Taxes Net Invst Incm$1,125,019TaxesNetInvstIncmAmt
Taxes Dsbrs Chrtbl$2,791TaxesDsbrsChrtblAmt
Deprec And Dpltn Rev And Expnss$45,504DeprecAndDpltnRevAndExpnssAmt
Deprec And Dpltn Net Invst Incm$0DeprecAndDpltnNetInvstIncmAmt
Occupancy Rev And Expnss$558,713OccupancyRevAndExpnssAmt
Occupancy Net Invst Incm$0OccupancyNetInvstIncmAmt
Occupancy Dsbrs Chrtbl$591,432OccupancyDsbrsChrtblAmt
Trav Conf Meeting Rev And Expnss$617,008TravConfMeetingRevAndExpnssAmt
Trav Conf Meeting Net Invst Incm$14,480TravConfMeetingNetInvstIncmAmt
Trav Conf Meeting Dsbrs Chrtbl$638,217TravConfMeetingDsbrsChrtblAmt
Printing And Pub Rev And Expnss$8,006PrintingAndPubRevAndExpnssAmt
Printing And Pub Net Invst Incm$0PrintingAndPubNetInvstIncmAmt
Printing And Pub Dsbrs Chrtbl$7,926PrintingAndPubDsbrsChrtblAmt
Other Expenses Rev And Expnss$636,492OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$10,101,388OtherExpensesNetInvstIncmAmt
Other Expenses Dsbrs Chrtbl$606,813OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$14,284,460TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$13,505,658TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$17,356,516TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$37,719,275ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$61,580,095ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$52,003,735TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$13,505,658TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$78,936,611TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses-$35,509,449ExcessRevenueOverExpensesAmt
Net Investment Income$72,906,404NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Sav And Temp Cash Invst BOY$33,605,429SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$18,734,803SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$18,734,803SavAndTempCashInvstEOYFMVAmt
Acct Rcvbl BOY$89,003AcctRcvblBOYAmt
Grants Receivable EOY$2,750,000GrantsReceivableEOYAmt
Grants Receivable EOYFMV$2,750,000GrantsReceivableEOYFMVAmt
Other Nts And Loans Rcvbl$1,628,360OtherNtsAndLoansRcvblAmt
Other Rcvbl Allwnc Dbtfl Acct$0OtherRcvblAllwncDbtflAcctAmt
Other Nts And Loans Rcvbl BOY$3,431,357OtherNtsAndLoansRcvblBOYAmt
Other Nts And Loans Rcvbl EOY$1,628,360OtherNtsAndLoansRcvblEOYAmt
Other Nts And Loans Rcvbl EOYFMV$1,628,360OtherNtsAndLoansRcvblEOYFMVAmt
Prepaid Expenses BOY$424,374PrepaidExpensesBOYAmt
Prepaid Expenses EOY$924,533PrepaidExpensesEOYAmt
Prepaid Expenses EOYFMV$924,533PrepaidExpensesEOYFMVAmt
Corporate Stock BOY$374,109,837CorporateStockBOYAmt
Corporate Stock EOY$393,448,468CorporateStockEOYAmt
Corporate Stock EOYFMV$393,448,468CorporateStockEOYFMVAmt
Corporate Bonds BOY$284,289,464CorporateBondsBOYAmt
Corporate Bonds EOY$273,964,129CorporateBondsEOYAmt
Corporate Bonds EOYFMV$273,964,129CorporateBondsEOYFMVAmt
Other Investments BOY$638,620,774OtherInvestmentsBOYAmt
Other Investments EOY$752,883,798OtherInvestmentsEOYAmt
Other Investments EOYFMV$752,883,798OtherInvestmentsEOYFMVAmt
Land Bldg Equip Cost Or Other Bss$1,467,740LandBldgEquipCostOrOtherBssAmt
Land Bldg Equip Accum Deprec$1,160,960LandBldgEquipAccumDeprecAmt
Land BOY$129,055LandBOYAmt
Land EOY$306,780LandEOYAmt
Land EOYFMV$306,780LandEOYFMVAmt
Other Assets BOY$388,060OtherAssetsBOYAmt
Other Assets EOY$479,826OtherAssetsEOYAmt
Other Assets EOYFMV$479,826OtherAssetsEOYFMVAmt
Total Assets BOY$1,335,087,353TotalAssetsBOYAmt
Total Assets EOY$1,445,120,697TotalAssetsEOYAmt
Total Assets EOYFMV$1,445,120,697TotalAssetsEOYFMVAmt
Accounts Payable BOY$1,007,730AccountsPayableBOYAmt
Accounts Payable EOY$1,194,458AccountsPayableEOYAmt
Grants Payable BOY$87,675,918GrantsPayableBOYAmt
Grants Payable EOY$64,039,465GrantsPayableEOYAmt
Other Liabilities BOY$10,301,375OtherLiabilitiesBOYAmt
Other Liabilities EOY$9,697,110OtherLiabilitiesEOYAmt
Total Liabilities BOY$98,985,023TotalLiabilitiesBOYAmt
Total Liabilities EOY$74,931,033TotalLiabilitiesEOYAmt
Organization Follows FASB117Yes (X)OrganizationFollowsFASB117Ind
No Donor Rstr Net Assests BOY$1,236,102,330NoDonorRstrNetAssestsBOYAmt
No Donor Rstr Net Assests EOY$1,366,064,664NoDonorRstrNetAssestsEOYAmt
Donor Rstr Net Assets EOY$4,125,000DonorRstrNetAssetsEOYAmt
Tot Net Ast Or Fund Balances BOY$1,236,102,330TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$1,370,189,664TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$1,335,087,353TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$1,445,120,697TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$1,236,102,330TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses-$35,509,449ExcessRevenueOverExpensesAmt
Other Increases$169,596,783OtherIncreasesAmt
Subtotal$1,370,189,664SubtotalAmt
Other Decreases$0OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$1,370,189,664TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (8 entries)

PropertyPropertyDescHow AcquiredHowAcquiredCdAcquiredAcquiredDtSoldSoldDtGross Sales PriceGrossSalesPriceAmtCost Or Other BasisCostOrOtherBasisAmtGain Or LossGainOrLossAmtGains Minus Excess Or LossesGainsMinusExcessOrLossesAmt
REALIZED GAINS/(LOSSES) FROM INVESTMENTSP2023-01-012023-12-31$283,439,076$299,239,890-$15,800,814-$15,800,814
REALIZED CAPITAL GAINSP2023-01-012023-12-31$743,827$743,827
REALIZED GAINS/(LOSSES) FROM PARTNERSHIPP2023-01-012023-12-31$9,951,524$9,951,524
CERBERUS ASIA PARTNERS, L.P. (SERIES ONE) GAIN/LOSS ON DISPOSITIONP1999-03-032023-12-31-$233,729-$233,729
CARLYLE VENTURE PARTNERS II L.P. GAIN/LOSS ON DISPOSITIONP2002-09-302023-12-31$353,560$353,560
CARLYLE VENTURE PARTNERS II (CAYMAN), L.P. GAIN/LOSS ON DISPOSITIONP2005-02-282023-12-31-$70-$70
INSIGHT VENTURE PARTNERS II (SELLERS AIP), L.P.P2023-02-232023-12-31$0$0
DISTRIBUTION IN EXCESS OF BASIS FROM SCHEDULE K-1'SP2023-01-012023-12-31$426,081$426,081
FieldValueIRS element (for citing)
Capital Gain Net Income-$4,559,621CapitalGainNetIncomeAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$1,013,399InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$1,013,399SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$1,013,399TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$1,935,436EstimatedPlusOvpmtIncmTxAmt
Exempt Frgn Org Tax Wthld At Srce$0ExemptFrgnOrgTaxWthldAtSrceAmt
Extsn Request Income Tax Paid$0ExtsnRequestIncomeTaxPaidAmt
Backup Withholding Withheld$0BackupWithholdingWithheldAmt
Total Payments And Credits$1,935,436TotalPaymentsAndCreditsAmt
Form2220 AttachedYes (X)Form2220AttachedInd
Es Penalty$0EsPenaltyAmt
Overpayment$922,037OverpaymentAmt
Applied To ES Tax$922,037AppliedToESTaxAmt
Refund$0RefundAmt

Statements Regarding Acty StatementsRegardingActyGrp

FieldValueIRS element (for citing)
Legislative Political Acty0LegislativePoliticalActyInd
More Than100 Spent0MoreThan100SpentInd
Form1120 POL Filed0Form1120POLFiledInd
Section4955 Organization Tax$0Section4955OrganizationTaxAmt
Section4955 Managers Tax$0Section4955ManagersTaxAmt
Tax Reimbursed$0TaxReimbursedAmt
Activities Not Previously Rpt0ActivitiesNotPreviouslyRptInd
Changes To Articles Or Bylaws0ChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over LimitYes (1)UnrelatedBusIncmOverLimitInd
Form990 T FiledYes (1)Form990TFiledInd
Organization Dissolved Etc0OrganizationDissolvedEtcInd
Section508e Rqr SatisfiedYes (1)Section508eRqrSatisfiedInd
At Least5000 In AssetsYes (1)AtLeast5000InAssetsInd
Org Report Or Register StateCAOrgReportOrRegisterStateCd
Org Report Or Register StateNYOrgReportOrRegisterStateCd
Form990 PF Filed With Atty GenYes (1)Form990PFFiledWithAttyGenInd
Private Operating Foundation0PrivateOperatingFoundationInd
New Substantial Contributors0NewSubstantialContributorsInd
Own Controlled EntityYes (1)OwnControlledEntityInd
Donor Advised Fund0DonorAdvisedFundInd
Comply With Public Insp RqrYes (1)ComplyWithPublicInspRqrInd
Website AddressWWW.JIMJOSEPHFOUNDATION.ORGWebsiteAddressTxt
Individual With BooksDAVID P CARROLLIndividualWithBooksNm
Phone4156588730PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line1343 SANSOME STREET SUITE 550AddressLine1Txt
CitySAN FRANCISCOCityNm
State AbbreviationCAStateAbbreviationCd
ZIP94104ZIPCd
FieldValueIRS element (for citing)
Foreign Accounts Question0ForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

FieldValueIRS element (for citing)
Sale Or Exch Disqualified Prsn0SaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified Prsn0BrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified PrsnYes (1)FurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified PrsnYes (1)PayCompDisqualifiedPrsnInd
Transfer Ast Disqualified Prsn0TransferAstDisqualifiedPrsnInd
Payment To Government Official0PaymentToGovernmentOfficialInd
Acts Fail To Qlfy As Exceptions0ActsFailToQlfyAsExceptionsInd
Uncorrected Prior Acts0UncorrectedPriorActsInd
Undistributed Income PY0UndistributedIncomePYInd
Business Holdings0BusinessHoldingsInd
Jeopardy Investments0JeopardyInvestmentsInd
Uncorrected PY Jeopardy Invst0UncorrectedPYJeopardyInvstInd
Influence Legislation0InfluenceLegislationInd
Influence Election0InfluenceElectionInd
Grants To Individuals0GrantsToIndividualsInd
Grants To OrganizationsYes (1)GrantsToOrganizationsInd
Noncharitable Purpose0NoncharitablePurposeInd
Transactions Fail To Qlfy As Exc0TransactionsFailToQlfyAsExcInd
Maintained Expenditure RspnsYes (1)MaintainedExpenditureRspnsInd
Rcv Fnds To Pay Prsnl Bnft Cntrct0RcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft Cntrct0PayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTransInd
Subj To Tax Rmnrtn Ex Prcht Pymt0SubjToTaxRmnrtnExPrchtPymtInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (13 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
DAVID AGGER
343 SANSOME STREET SUITE 550SAN FRANCISCOCA94104CHAIR/DIRECTOR8.00$27,300$0$0
DVORA JOSEPH DAVEY
343 SANSOME STREET SUITE 550SAN FRANCISCOCA94104DIRECTOR2.00$27,300$0$0
ALISA DOCTOROFF
343 SANSOME STREET SUITE 550SAN FRANCISCOCA94104ASST. SECRETARY/DIRECTOR2.00$27,300$0$0
JOSHUA FOER
343 SANSOME STREET SUITE 550SAN FRANCISCOCA94104DIRECTOR2.00$27,300$0$0
SHIRA GOODMAN
343 SANSOME STREET SUITE 550SAN FRANCISCOCA94104SECRETARY/DIRECTOR2.00$27,300$0$0
JOSHUA JOSEPH
343 SANSOME STREET SUITE 550SAN FRANCISCOCA94104DIRECTOR2.00$27,300$0$0
LAURA LAUDER
343 SANSOME STREET SUITE 550SAN FRANCISCOCA94104DIRECTOR2.00$27,300$0$0
RACHEL LEVIN
343 SANSOME STREET SUITE 550SAN FRANCISCOCA94104DIRECTOR2.00$20,475$0$0
JEFFREY SCHOENFELD
343 SANSOME STREET SUITE 550SAN FRANCISCOCA94104TREASURER/DIRECTOR2.00$27,300$0$0
MICHAEL SHIMANSKY
343 SANSOME STREET SUITE 550SAN FRANCISCOCA94104DIRECTOR2.00$27,300$0$0
JEFFREY SOLOMON
343 SANSOME STREET SUITE 550SAN FRANCISCOCA94104VICE CHAIR/DIRECTOR2.00$27,300$0$0
BARRY FINESTONE
343 SANSOME STREET SUITE 550SAN FRANCISCOCA94104PRESIDENT/CEO40.00$779,202$164,995$19,518
DAVID CARROLL
343 SANSOME STREET SUITE 550SAN FRANCISCOCA94104CFO40.00$382,687$55,591$990

Compensation Highest Paid Empl CompensationHighestPaidEmplGrp (5 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee BenefitsEmployeeBenefitsAmtExpense AccountExpenseAccountAmt
YONAH SCHILLER
343 SANSOME STREET SUITE 550SAN FRANCISCOCA94104CHIEF RESEARCH & DEV40.00$367,784$74,128$0
DAWNE BEAR NOVICOFF
343 SANSOME STREET SUITE 550SAN FRANCISCOCA94104CHIEF OPERATING OFFI40.00$355,696$70,108$720
JESSAMYN WALDMAN
343 SANSOME STREET SUITE 550SAN FRANCISCOCA94104MANAGING DIRECTOR OF40.00$275,258$52,683$4,630
JOSHUA MILLER
343 SANSOME STREET SUITE 550SAN FRANCISCOCA94104CHIEF PROGRAM OFFICE40.00$276,993$32,447$4,920
STACIE CHERNER
343 SANSOME STREET SUITE 550SAN FRANCISCOCA94104DIRECTOR OF RESEARCH40.00$242,263$60,469$1,080
FieldValueIRS element (for citing)
Other Employee Paid Over50k15OtherEmployeePaidOver50kCnt

Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp (5 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdService TypeServiceTypeTxtCompensationCompensationAmt
WORLDQUANT GLOBAL ACTIVE EXTENSION
399 PARK AVENUENEW YORKNY10022INVESTMENT MANAGEMENT$1,167,111
HAMILTON LANE ADVISORS LLP
110 WASHINGTON STREET SUITE 1300CONSHOHOCKENPA19428INVESTMENT MANAGEMENT$961,305
ARGA EMERGING MARKETS EQUITY FUND
1010 WASHINGTON BOULEVARD FL 6STAMFORDCT06901INVESTMENT MANAGEMENT$583,786
ADAGE CAPITAL PARTNERS LP
200 CLARENDON STREET 52ND FLOORBOSTONMA02116INVESTMENT MANAGEMENT$533,542
RVK INC
222 SW COLUMBIA STREET SUITE 600PORTLANDOR97201INVESTMENT CONSULTING$386,913
FieldValueIRS element (for citing)
Contractor Paid Over50k39ContractorPaidOver50kCnt

Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp

FieldValueIRS element (for citing)
Description1THE RESEARCH AND DEVELOPMENT PROGRAM OF THE JIM JOSEPH FOUNDATION, ALSO CALLED COMMON ERA, IS WORKING TO EXPAND THE OFFERINGS THAT SERVE MORE YOUNG JEWS WHO MAY NOT BE SERVED BY THE JEWISH ORGANIZATIONS, SCHOOLS, AND OTHER INSTITUTIONS THAT THE FOUNDATION HAS FUNDED. THROUGH RESEARCH, EXPERIMENTATION, AND PROJECT INCUBATION, COMMON ERA IS CREATING A PIPELINE OF RELEVANT PROJECTS THAT SERVE MORE YOUNG PEOPLE WHO MAY UNDERSTAND THEIR CULTURE AND RELIGION IN DIFFERENT WAYS THAN PREVIOUS GENERATIONS OR THEIR MORE RELIGIOUS PEERS.Description1Txt
Expenses1$4,134,294Expenses1Amt

Sum Of Program Related Invst SumOfProgramRelatedInvstGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$993,506,670AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$23,510,087AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$600,664,418FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$1,617,681,175TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$1,617,681,175AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$24,265,218CashDeemedCharitableAmt
Net Vl Noncharitable Assets$1,593,415,957NetVlNoncharitableAssetsAmt
Minimum Investment Return$79,670,798MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$79,670,798MinimumInvestmentReturnAmt
Tax Based On Investment Income$1,013,399TaxBasedOnInvestmentIncomeAmt
Income Tax$596,793IncomeTaxAmt
Total Tax$1,610,192TotalTaxAmt
Distributable Before Adj$78,060,606DistributableBeforeAdjAmt
Recoveries Qualfied Distri$2,027,364RecoveriesQualfiedDistriAmt
Distributable Before Ded$80,087,970DistributableBeforeDedAmt
Deduction From Distributable$0DeductionFromDistributableAmt
Distributable As Adjusted$80,087,970DistributableAsAdjustedAmt

PF Qualifying Distributions PFQualifyingDistributionsGrp

FieldValueIRS element (for citing)
Expenses And Contributions$78,936,611ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Charitable Assets Acquis Paid$248,228CharitableAssetsAcquisPaidAmt
Qualifying Distributions$79,184,839QualifyingDistributionsAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$80,087,970DistributableAsAdjustedAmt
Undistributed Income PY$10,911,985UndistributedIncomePYAmt
Total For Prior Years$0TotalForPriorYearsAmt
Total Excess Distribution Cyov$0TotalExcessDistributionCyovAmt
Qualifying Distributions$79,184,839QualifyingDistributionsAmt
Applied To Year1$10,911,985AppliedToYear1Amt
Applied To Prior Years$0AppliedToPriorYearsAmt
Treated As Distri From Corpus$1,375,000TreatedAsDistriFromCorpusAmt
Applied To Current Year$66,897,854AppliedToCurrentYearAmt
Remaining Distri From Corpus$0RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus$0ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$0ExcessDistributionCyovAppCYAmt
Total Corpus$1,375,000TotalCorpusAmt
Prior Year Undistributed Incm$0PriorYearUndistributedIncmAmt
Prior Year Deficiency Or Tax$0PriorYearDeficiencyOrTaxAmt
Taxable1$0Taxable1Amt
Taxable2$0Taxable2Amt
Undistributed Income CY$13,190,116UndistributedIncomeCYAmt
Corpus Distri170b1 E Or4942g3$1,375,000CorpusDistri170b1EOr4942g3Amt
Excess Distri Cyov From Yr5$0ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$0ExcessDistriCyovToNextYrAmt

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Only Contri To PreselectedYes (X)OnlyContriToPreselectedInd

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (275 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmtAddress Line2RecipientUSAddress/AddressLine2Txt
4G44 ESPORTS INC
11871 EAST DEL TIMBRE DRIVESCOTTSDALEAZ85259PCEVALUATION AND PILOT EXPERIMENTS$100,000
ADAMAH INC
5425 MT GILEAD ROADREISTERSTOWNMD21136PCGENERAL OPERATING SUPPORT$475,000
ADAMAH INC
5425 MT GILEAD ROADREISTERSTOWNMD21136PCGENERAL OPERATING SUPPORT$15,000
ADAMAH INC
5425 MT GILEAD ROADREISTERSTOWNMD21136PCGENERAL OPERATING SUPPORT$10,000
AMERICAN JEWISH WORLD SERVICE INC
45 WEST 36TH STREETNEW YORKNY100187904PCGENERAL OPERATING SUPPORT$10,000
AMERICAN JEWISH WORLD SERVICE INC
45 WEST 36TH STREETNEW YORKNY100187904PCGLOBAL JUSTICE FELLOWS$10,000
AMERICAN JEWISH WORLD SERVICE INC
45 WEST 36TH STREETNEW YORKNY100187904PCGENERAL OPERATING SUPPORT$5,000
AMMUD THE JOC TORAH ACADEMY INC
99 WALL STREET SUITE 543NEW YORKNY10005PCGENERAL OPERATING SUPPORT$75,000
ANTI-DEFAMATION LEAGUE
605 THIRD AVENUENEW YORKNY10158PCGENERAL OPERATING SUPPORT$5,000
ASSOCIATED JEWISH COMMUNITY FEDERATION OF BALTIMORE INC
101 WEST MOUNT ROYAL AVENUEBALTIMOREMD21201PCJEWISH TEEN EDUCATION AND ENGAGEMENT INITIATIVE$216,992
ASSOCIATION OF INDEPENDENT JEWISH CAMPS
1717 INDEPENDENCE AVENUEGLENVIEWIL60026PCGENERAL OPERATING SUPPORT$10,000
ASSOCIATION OF JEWISH LIBRARIES INC
PO BOX 1118TEANECKNJ07666PCJEWISH LIBRARIES AROUND THE WORLD WEB PORTAL$20,000
AT THE WELL PROJECT INC
1140 3RD STREET NEWASHINGTONDC20002PCGENERAL OPERATING SUPPORT$500,000
AT THE WELL PROJECT INC
1140 3RD STREET NEWASHINGTONDC20002PCTEAM WELLNESS GRANT$5,000
AT THE WELL PROJECT INC
1140 3RD STREET NEWASHINGTONDC20002PCGENERAL OPERATING SUPPORT$5,000
AVODAH THE JEWISH SERVICE CORPS
195 MONTAGUE STREET 14TH FLOOR -BROOKLYNNY11201PCSOCIAL JUSTICE INSTITUTE$25,000WEWORK OFFICE 1249
AVODAH THE JEWISH SERVICE CORPS
195 MONTAGUE STREET 14TH FLOOR -BROOKLYNNY11201PCGENERAL OPERATING SUPPORT$100,000WEWORK OFFICE 1249
BAMIDBAR
300 S DAHLIA STREET SUITE 205DENVERCO80246PCGENERAL OPERATING SUPPORT$125,000
BAMIDBAR
300 S DAHLIA STREET SUITE 205DENVERCO80246PCTEAM WELLNESS GRANT$5,000
BELOVED BUILDERS INC
123 CAMBRIDGE PLACEBROOKLYNNY11238PCGENERAL OPERATING SUPPORT$20,000
BEND THE ARC - A JEWISH PARTNERSHIP FOR JUSTICE
330 7TH AVENUE SUITE 1902NEW YORKNY10001PCJEWISH SOCIAL JUSTICE ROUNDTABLE NETWORK ASSEMBLY$25,000
BETTER BLOCK FOUNDATION
1723 SOUTH EWING AVENUEDALLASTX75216PCSACRED SITES DESIGN COMPETITION$192,500
BIRTHRIGHT ISRAEL FOUNDATION
711 THIRD AVENUE 10TH FLOORNEW YORKNY10017PCTALENT CAPACITY FOR IMMERSIVE ISRAEL TRAVEL$519,110
BIRTHRIGHT ISRAEL FOUNDATION
711 THIRD AVENUE 10TH FLOORNEW YORKNY10017PCGENERAL OPERATING SUPPORT$2,000,000
BIRTHRIGHT ISRAEL FOUNDATION
711 THIRD AVENUE 10TH FLOORNEW YORKNY10017PCONWARD ISRAEL$1,000,000
BIRTHRIGHT ISRAEL FOUNDATION
711 THIRD AVENUE 10TH FLOORNEW YORKNY10017PCJCRIF: ONWARD ISRAEL SUPPLEMENTAL SUPPORT$345,000
BIRTHRIGHT ISRAEL FOUNDATION
711 THIRD AVENUE 10TH FLOORNEW YORKNY10017PCISRAEL FELLOWSHIP FOR JEWISH COMMUNAL PROFESSIONALS$100,000
BIRTHRIGHT ISRAEL FOUNDATION
711 THIRD AVENUE 10TH FLOORNEW YORKNY10017PCGENERAL OPERATING SUPPORT$15,000
BIRTHRIGHT ISRAEL FOUNDATION
711 THIRD AVENUE 10TH FLOORNEW YORKNY10017PCSUPPORT FOR TRIPS$5,000
BNAI BRITH YOUTH ORGANIZATION INC
800 EIGHTH STREET NWWASHINGTONDC20001PCGENERAL OPERATING SUPPORT$2,966,668
BOARD OF JEWISH EDUCATION INC
520 EIGHTH AVENUE 15TH FLOORNEW YORKNY10018PCROOTONE INITIATIVE$1,000,000
BOARD OF JEWISH EDUCATION INC
520 EIGHTH AVENUE 15TH FLOORNEW YORKNY10018PCGENERAL OPERATING SUPPORT$2,000,000
BOARD OF JEWISH EDUCATION INC
520 EIGHTH AVENUE 15TH FLOORNEW YORKNY10018PCSENIOR ISRAEL EDUCATORS MISSION TO ISRAEL AND PEDAGOGY DEVELOPMENT$50,000
BOUNDLESS ISRAEL
464 COMMON STREET 329BELMONTMA02478PCGENERAL OPERATING SUPPORT$50,000
BRANDEIS HILLEL DAY SCHOOL - MARIN
180 N SAN PEDRO ROADSAN RAFAELCA94903PCGENERAL OPERATING SUPPORT$18,000
BRANDEIS UNIVERSITY
OFFICE OF THE PRESIDENT 415 SOUTHWALTHAMMA02454PCWORKING GROUP ON ADULT JEWISH LEARNING$75,000STREET
BRANDEIS UNIVERSITY
OFFICE OF THE PRESIDENT 415 SOUTHWALTHAMMA02454PCJEWISH YOUNG ADULT SURVEYS$25,000STREET
BRONFMAN YOUTH FELLOWSHIPS IN ISRAEL INC
420 LEXINGTON AVENUE SUITE 331NEW YORKNY10170POFTEEN LEADERSHIP DEVELOPMENT PROGRAM$5,000
BRONFMAN YOUTH FELLOWSHIPS IN ISRAEL INC
420 LEXINGTON AVENUE SUITE 331NEW YORKNY10170POFTEEN LEADERSHIP DEVELOPMENT PROGRAM$25,000
BROTHERS FOR LIFE
270 SOUTH HANFORD STREET SUITE 207SEATTLEWA98134PCGENERAL OPERATING SUPPORT$50,000
CAMP YOUNG JUDAEA MIDWEST INC
60 REVERE DRIVE SUITE 800NORTHBROOKIL60062PCGENERAL OPERATING SUPPORT$6,000
CENTER FOR COMMUNITY STEWARDSHIP
116 N FEW STREETMADISONWI53703PCTIYUV'S JEWISH EVALUATORS OF COLOR FELLOWSHIP$50,000
CENTRAL SYNAGOGUE
123 E 55TH STREETNEW YORKNY10022PCEXPLORING JUDAISM PROGRAM$25,000
CENTRAL SYNAGOGUE
123 E 55TH STREETNEW YORKNY10022PCGENERAL OPERATING SUPPORT$15,000
CHOCHMAT HALEV
1743 OREGONBERKELEYCA94703PCGENERAL OPERATING SUPPORT$5,000
CHOCHMAT HALEV
1743 OREGONBERKELEYCA94703PCGENERAL OPERATING SUPPORT$5,000
CHOCHMAT HALEV
1743 OREGONBERKELEYCA94703PCGENERAL OPERATING SUPPORT$10,000
CHOCHMAT HALEV
1743 OREGONBERKELEYCA94703PC"JEWISH WISDOM FOR BUILDING RESILIENCE IN TIMES OF CRISIS" PROGRAM SUPPORT$50,000
COMBINED JEWISH PHILANTHROPIES OF GREATER BOSTON INC
126 HIGH STREETBOSTONMA02110PCFAMILIES WITH YOUNG CHILDREN STRATEGIC INITIATIVE$50,000
COMBINED JEWISH PHILANTHROPIES OF GREATER BOSTON INC
126 HIGH STREETBOSTONMA02110PCCAMPUS SUPPORT$25,000
COMMITTEE FOR CATSKILL RESORT MUSEUM
POST OFFICE BOX 45ELLENVILLENY12428PCCULTURAL FESTIVAL$10,000
COMMITTEE FOR CATSKILL RESORT MUSEUM
POST OFFICE BOX 45ELLENVILLENY12428PCBORSCHT BELT FEST$25,000
CONGREGATION BETH ISRAEL
1630 BANCROFT WAYBERKELEYCA94703PCGENERAL OPERATING SUPPORT$5,000
CONGREGATION BETH JACOB
1550 ALAMEDA DE LAS PULGASREDWOOD CITYCA94061PCJEWISH EDUCATION$25,000
CONGREGATION BETH SHALOM
2010 W KOCH STREETBOZEMANMT59718PCMONTANA TEEN JEWISH EDUCATION PROGRAM$20,000
CONGREGATION BETH SHOLOM SAN FRANCISCO
301 14TH AVENUESAN FRANCISCOCA94118PCGENERAL OPERATING SUPPORT$10,000
CONGREGATION BETH SHOLOM SAN FRANCISCO
301 14TH AVENUESAN FRANCISCOCA94118PCSECURITY SUPPORT$10,000
CONGREGATION B'NAI JESHURUN
270 WEST 89TH STREETNEW YORKNY10023PCGENERAL OPERATING SUPPORT$25,000
CUSTOM AND CRAFT JEWISH RITUALS INC
269 VARICK STREET 5EJERSEY CITYNJ07302PCDIY JEWISH NETWORK$550,000
CUSTOM AND CRAFT JEWISH RITUALS INC
269 VARICK STREET 5EJERSEY CITYNJ07302PCTEAM WELLNESS GRANT$5,000
EDEN VILLAGE CAMP INC
392 DENNYTOWN ROADPUTNAM VALLEYNY10579PCEDEN VILLAGE WEST$20,000
ESHEL INC
33 PROSPECT AVENUENORTHAMPTONMA01060PCGENERAL OPERATING SUPPORT$5,000
FJC - A FOUNDATION OF DONOR ADVISED FUNDS
520 8TH AVENUE 20TH FLOORNEW YORKNY10018PCINSIDE OUT WISDOM AND ACTION PROJECT$25,000
FOUNDATION FOR JEWISH CAMP INC
253 WEST 35TH STREET 4TH FLOORNEW YORKNY10001PCGENERAL OPERATING SUPPORT$3,000,000
GATHER INC
1817 M ST NWWASHINGTONDC20036PCJCRIF RESET: SCALING RELATIONAL ENGAGEMENT$100,000
GEORGE WASHINGTON UNIVERSITY
1918 F STREET NWWASHINGTONDC20052PCCOLLABORATIVE FOR APPLIED STUDIES IN JEWISH EDUCATION$350,000
GEORGE WASHINGTON UNIVERSITY
1918 F STREET NWWASHINGTONDC20052PCRESEARCH FELLOWSHIP PILOT$500,000
GEORGE WASHINGTON UNIVERSITY
1918 F STREET NWWASHINGTONDC20052PCCASJE SHABBAT DINNER STUDY$88,000
GIVINGA FOUNDATION
396 WASHINGTON STREET SUITE 307WELLESLEYMA02481PCSPIRITUAL HARDWARE LABS$50,000
GREATER MIAMI JEWISH FEDERATION
4200 BISCAYNE BOULEVARDMIAMIFL331373279PCMIAMI JEWISH FILM FESTIVAL$25,000
GREATER MIAMI JEWISH FEDERATION
4200 BISCAYNE BOULEVARDMIAMIFL331373279PCISRAEL EMERGENCY FUND$40,000
HAROLD GRINSPOON FOUNDATION
67 HUNT STREET SUITE 100AGAWAMMA01001PCPJ LIBRARY'S SAN FRANCISCO BAY AREA PROGRAM$5,000
HEBREW AT THE CENTER INC
290 TURNPIKE ROAD SUITE 5-214WESTBOROUGHMA01581PCGENERAL OPERATING SUPPORT$10,000
HEBREW COLLEGE
160 HERRICK ROADNEWTON CENTREMA02459PCCASE STUDY WITH HEBREW COLLEGE$11,000
HEBREW UNION COLLEGE - JEWISH INSTITUTE OF RELIGION
ONE WEST FOURTH STREETNEW YORKNY100122286PCJEWISH LANGUAGE PROJECT$40,000
HILLEL THE FOUNDATION FOR JEWISH CAMPUS LIFE
800 EIGHTH STREET NWWASHINGTONDC200013724PCGENERAL OPERATING SUPPORT$3,800,000
HILLEL THE FOUNDATION FOR JEWISH CAMPUS LIFE
800 EIGHTH STREET NWWASHINGTONDC200013724PCBUILDING IYUN AND RESEARCH STUDY ON RABBIS$375,000
HILLEL THE FOUNDATION FOR JEWISH CAMPUS LIFE
800 EIGHTH STREET NWWASHINGTONDC200013724PCCENTER FOR RABBINIC INNOVATION$250,000
HILLEL THE FOUNDATION FOR JEWISH CAMPUS LIFE
800 EIGHTH STREET NWWASHINGTONDC200013724PCIYUN PROGRAM RECRUITMENT VIDEO PRODUCTION$15,000
HILLEL THE FOUNDATION FOR JEWISH CAMPUS LIFE
800 EIGHTH STREET NWWASHINGTONDC200013724PCCIVIC SPIRIT EDUCATORS COHORT EXPANSION$70,000
HILLEL THE FOUNDATION FOR JEWISH CAMPUS LIFE
800 EIGHTH STREET NWWASHINGTONDC200013724PCOFFICE OF INNOVATION$5,000
HILLEL THE FOUNDATION FOR JEWISH CAMPUS LIFE
800 EIGHTH STREET NWWASHINGTONDC200013724PCEMERGENCY CAMPAIGN FOR JEWISH STUDENTS ON COLLEGE CAMPUSES$1,000,000
HINENU THE BALTIMORE JUSTICE SHTIEBL
PO BOX 2431BALTIMOREMD21233PC2023 WE ARE FAMILY SHABBATON$15,000
HONEYMOON ISRAEL FOUNDATION INC
6070 WHITEGATE CROSSINGEAST AMHERSTNY14051PCGENERAL OPERATING SUPPORT$750,000
IKAR
1737 S LA CIENEGA BOULEVARDLOS ANGELESCA90035PCJEWISH EMERGENT NETWORK - NETWORK SUPPORT$150,000
IKAR
1737 S LA CIENEGA BOULEVARDLOS ANGELESCA90035PCGENERAL OPERATING SUPPORT$33,000
IMAGINATION PRODUCTIONS INC
11110 W OAKLAND PARK BOULEVARD 288SUNRISEFL333516808PCISRAEL CONTENT IN A TIME OF WAR$50,000
INSTITUTE FOR JEWISH SPIRITUALITY
1230 AVENUE OF THE AMERICAS FLOORNEW YORKNY10020PCENGAGING YOUNG JEWS THROUGH JEWISH MINDFULNESS & SPIRITUAL PRACTICE$250,00019
INSTITUTE FOR JEWISH SPIRITUALITY
1230 AVENUE OF THE AMERICAS FLOORNEW YORKNY10020PCSURVEY DATA ANALYSES$15,00019
INSTITUTE FOR JEWISH SPIRITUALITY
1230 AVENUE OF THE AMERICAS FLOORNEW YORKNY10020PCTEAM WELLNESS GRANT$5,00019
ISRAEL EDUCATION RESOURCE CENTER INC
95 REVERE DRIVE SUITE DNORTHBROOKIL60062PCGENERAL OPERATING SUPPORT$1,000,000
ISRAEL EDUCATION RESOURCE CENTER INC
95 REVERE DRIVE SUITE DNORTHBROOKIL60062PCICENTER CONFLICT EDUCATION: A NEW PARADIGM$300,000
JEWISH ARTS COLLABORATIVE INC
1320 CENTRE STREET SUITE 201NEWTON CENTERMA02459PCKOLTURE WEBSITE$20,000
JEWISH BIG BROTHER - SISTER ASSOCIATION OF GREATER BOSTON
1430 MAIN STREETWALTHAMMA02451PCLGBTQ+ INITIATIVE$5,000
JEWISH COMMUNAL FUND
575 MADISON AVENUE SUITE 703NEW YORKNY10022PCMAIMONIDES FUND ACCOUNT$40,000
JEWISH COMMUNITY ALLIANCE OF SOUTHERN MAINE
1342 CONGRESS STREETPORTLANDME04102PCPJ LIBRARY$20,000
JEWISH COMMUNITY CENTER OF SAN FRANCISCO
3200 CALIFORNIA STREETSAN FRANCISCOCA94118PCGENERAL OPERATING SUPPORT$12,500
JEWISH COMMUNITY CENTERS ASSOCIATION OF NORTH AMERICA
520 EIGHTH AVENUENEW YORKNY10018PCELEVATED$1,150,000
JEWISH COMMUNITY FEDERATION OF SAN FRANCISCO THE PENINSULA MARIN & SONOMA
121 STEUART STREETSAN FRANCISCOCA94105PCJEWISH TEEN EDUCATION AND ENGAGEMENT INITIATIVE$150,657
JEWISH COMMUNITY FEDERATION OF SAN FRANCISCO THE PENINSULA MARIN & SONOMA
121 STEUART STREETSAN FRANCISCOCA94105PCGENERAL OPERATING SUPPORT$650,000
JEWISH COMMUNITY FEDERATION OF SAN FRANCISCO THE PENINSULA MARIN & SONOMA
121 STEUART STREETSAN FRANCISCOCA94105PCJEWISH EDUCATION FOR YOUTH AND YOUNG ADULTS$25,000
JEWISH COMMUNITY FEDERATION OF SAN FRANCISCO THE PENINSULA MARIN & SONOMA
121 STEUART STREETSAN FRANCISCOCA94105PCLOCAL EMERGENCY SUPPORT$25,000
JEWISH COMMUNITY RELATIONS COUNCIL OF SAN FRANCISCO MARIN & PENINSULA
121 STEUART STREET SUITE 301SAN FRANCISCOCA94105PCINSTITUTE FOR CURRICULUM SERVICES$25,000
JEWISH COMMUNITY RELATIONS COUNCIL OF SAN FRANCISCO MARIN & PENINSULA
121 STEUART STREET SUITE 301SAN FRANCISCOCA94105PCGENERAL OPERATING SUPPORT$50,000
JEWISH COMMUNITY RELATIONS COUNCIL OF SAN FRANCISCO MARIN & PENINSULA
121 STEUART STREET SUITE 301SAN FRANCISCOCA94105PCGENERAL OPERATING SUPPORT FOR YOUNG JEWS$11,000
JEWISH COUNCIL FOR PUBLIC AFFAIRS
25 BROADWAY SUITE 1700NEW YORKNY10004PCEXPANSION OF WORK WITH JEWISH EDUCATORS AND LEADERS$250,000
JEWISH FAMILY AND CHILDREN'S SERVICES
2150 POST STREETSAN FRANCISCOCA94115PCTEEN PROGRAMMING$5,000
JEWISH FEDERATION COUNCIL OF GREATER LOS ANGELES
6505 WILSHIRE BOULEVARDLOS ANGELESCA90048PCJEWISH TEEN EDUCATION AND ENGAGEMENT INITIATIVE$94,157
JEWISH FEDERATION OF GREATER ATLANTA INC
1440 SPRING STREET NWATLANTAGA30309PCJEWISH TEEN EDUCATION AND ENGAGEMENT INITIATIVE$360,763
JEWISH FEDERATION OF METROPOLITAN CHICAGO
BEN GURION WAY 30 SOUTH WELLSCHICAGOIL60606PCJEWISH TEEN EDUCATION AND ENGAGEMENT INITIATIVE$375,000STREET
JEWISH FEDERATION OF SAN DIEGO COUNTY
4950 MURPHY CANYON ROADSAN DIEGOCA92123PCJEWISH TEEN EDUCATION AND ENGAGEMENT INITIATIVE$228,726
JEWISH FEDERATION OF THE BERKSHIRES INC
196 SOUTH STREETPITTSFIELDMA01201PCGENERAL OPERATING SUPPORT$10,000
JEWISH FEDERATION OF THE BERKSHIRES INC
196 SOUTH STREETPITTSFIELDMA01201PCISRAEL EMERGENCY FUND$10,000
JEWISH FOOD SOCIETY INC
873 BROADWAY SUITE 502NEW YORKNY10003PCFOOD-CENTERED TIKTOK PILOT$85,000
JEWISH FOUNDATION OF CINCINNATI
8044 MONTGOMERY ROAD SUITE 516CINCINNATIOH45236PFJEWISH TEEN EDUCATION AND ENGAGEMENT INITIATIVE$240,500
JEWISH FUNDERS NETWORK
150 WEST 30TH STREET SUITE 900NEW YORKNY10001PCCANVAS LEADERSHIP DEVELOPMENT PILOT$250,000
JEWISH FUNDERS NETWORK
150 WEST 30TH STREET SUITE 900NEW YORKNY10001PCIMPALA$200,000
JEWISH FUNDERS NETWORK
150 WEST 30TH STREET SUITE 900NEW YORKNY10001PCNEW NARRATIVES FOR EDUCATING ABOUT ISRAEL$1,250,000
JEWISH FUNDERS NETWORK
150 WEST 30TH STREET SUITE 900NEW YORKNY10001PCSEED FUNDING FOR JFN CONSULTING$76,400
JEWISH FUNDERS NETWORK
150 WEST 30TH STREET SUITE 900NEW YORKNY10001PCNEW NARRATIVES FOR EDUCATING ABOUT ISRAEL$150,000
JEWISH STORY PARTNERS
546 ALANDELE AVENUELOS ANGELESCA900363251PCGENERAL OPERATING SUPPORT$125,000
JEWISH STUDIO PROJECT
940 DWIGHT WAY 13BBERKELEYCA94710PCGENERAL OPERATING SUPPORT$425,000
JEWISH STUDIO PROJECT
940 DWIGHT WAY 13BBERKELEYCA94710PCGENERAL OPERATING SUPPORT$15,000
JEWISH STUDIO PROJECT
940 DWIGHT WAY 13BBERKELEYCA94710PCTEAM WELLNESS GRANT$5,000
JEWS OF COLOR INITIATIVE
1569 SOLANO AVENUE 474BERKELEYCA94707PCTEAM WELLNESS GRANT$5,600
JEWS OF COLOR INITIATIVE
1569 SOLANO AVENUE 474BERKELEYCA94707PCGENERAL OPERATING SUPPORT$650,000
JIMENA INC
459 FULTON STREET 207SAN FRANCISCOCA94102PCJCRIF RESET$72,500
JIMENA INC
459 FULTON STREET 207SAN FRANCISCOCA94102PCTEAM WELLNESS GRANT$5,000
JPRO NETWORK INC
25 BROADWAY SUITE 1700NEW YORKNY10004PCGENERAL OPERATING SUPPORT$150,000
JPRO NETWORK INC
25 BROADWAY SUITE 1700NEW YORKNY10004PCJEWISH EARLY CAREER PROFESSIONAL DEVELOPMENT INITIATIVE$416,000
JPRO NETWORK INC
25 BROADWAY SUITE 1700NEW YORKNY10004PCTEAM WELLNESS GRANT$5,000
JTA-MJL NEW CORP
24 WEST 30TH STREET 4TH FLOORNEW YORKNY10001PCCAPACITY BUILDING SUPPORT$500,000
JTA-MJL NEW CORP
24 WEST 30TH STREET 4TH FLOORNEW YORKNY10001PCJEWISH DIGITAL SUMMIT$25,000
KESHET INC
1860 WASHINGTON STREETNEWTONMA02466PCGENERAL OPERATING SUPPORT$650,000
KESHET INC
1860 WASHINGTON STREETNEWTONMA02466PCGENERAL OPERATING SUPPORT$5,000
KESHET INC
1860 WASHINGTON STREETNEWTONMA02466PCTEAM WELLNESS GRANT$5,000
LEADING EDGE ALLIANCE INC
85 BROAD STREET 16TH FLOORNEW YORKNY10004PCGENERAL OPERATING SUPPORT$1,250,000
LEHRHAUS CENTER FOR JEWISH LIFE AND LEARNING INC
67 COMMONWEALTH PARKWEST NEWTONMA02459PCGENERAL OPERATING SUPPORT$50,000
LEHRHAUS CENTER FOR JEWISH LIFE AND LEARNING INC
67 COMMONWEALTH PARKWEST NEWTONMA02459PCGENERAL OPERATING SUPPORT$50,000
LEHRHAUS CENTER FOR JEWISH LIFE AND LEARNING INC
67 COMMONWEALTH PARKWEST NEWTONMA02459PCGENERAL OPERATING SUPPORT$50,000
LEHRHAUS CENTER FOR JEWISH LIFE AND LEARNING INC
67 COMMONWEALTH PARKWEST NEWTONMA02459PCGENERAL OPERATING SUPPORT$10,000
LEHRHAUS CENTER FOR JEWISH LIFE AND LEARNING INC
67 COMMONWEALTH PARKWEST NEWTONMA02459PCGENERAL OPERATING SUPPORT$10,000
LEHRHAUS CENTER FOR JEWISH LIFE AND LEARNING INC
67 COMMONWEALTH PARKWEST NEWTONMA02459PCGENERAL OPERATING SUPPORT$25,000
LEHRHAUS CENTER FOR JEWISH LIFE AND LEARNING INC
67 COMMONWEALTH PARKWEST NEWTONMA02459PCSECURITY SUPPORT$50,000
LURIA ACADEMY OF BROOKLYN
238 ST MARKS AVENUEBROOKLYNNY11238PCGENERAL OPERATING SUPPORT$10,000
M2 THE INSTITUTE FOR EXPERIENTIAL JEWISH EDUCATION
261 MADISON AVENUE 9TH FLOORNEW YORKNY10016PCCAPACITY BUILDING AND GROWTH$800,000
M2 THE INSTITUTE FOR EXPERIENTIAL JEWISH EDUCATION
261 MADISON AVENUE 9TH FLOORNEW YORKNY10016PCJCRIF RESET: CENTER FOR VALUES IN ACTION$270,840
M2 THE INSTITUTE FOR EXPERIENTIAL JEWISH EDUCATION
261 MADISON AVENUE 9TH FLOORNEW YORKNY10016PCORGANIZATIONAL ASSESSMENT$20,000
MECHON HADAR
190 AMSTERDAM AVENUENEW YORKNY10023PCCAPACITY BUILDING AND GROWTH$1,000,000
MECHON HADAR
190 AMSTERDAM AVENUENEW YORKNY10023PCPUBLIC RELATIONS FOR WEST COAST EXPANSION$5,000
MIAMI BEACH JEWISH COMMUNITY CENTER INC
4221 PINE TREE DRIVEMIAMI BEACHFL33140PCGENERAL OPERATING SUPPORT$35,000
MOED INCORPORATED
8300 MEADOWBROOK LANECHEVY CHASEMD20815PCPROJECT ACCELERATE$10,000
MOISHE HOUSE
5802 MONROE ROADCHARLOTTENC28212PCJCRIF RESET$233,750
MOISHE HOUSE
5802 MONROE ROADCHARLOTTENC28212PCGENERAL OPERATING SUPPORT$2,750,000
MOISHE HOUSE
5802 MONROE ROADCHARLOTTENC28212PCBASE BROOKLYN$20,000
MOISHE HOUSE
5802 MONROE ROADCHARLOTTENC28212PCEMERGENCY SUPPORT FOR MOISHE HOUSE RESIDENTS$35,000
MOISHE HOUSE
5802 MONROE ROADCHARLOTTENC28212PCGENERAL OPERATING SUPPORT FOR BAY AREA$15,000
MOVING TRADITIONS
8380 OLD YORK ROAD SUITE 4300ELKINS PARKPA19027PCGENERAL OPERATING SUPPORT$450,000
MUSEUM OF JEWISH HERITAGE A LIVING MEMORIAL TO THE HOLOCAUST
36 BATTERY PLACENEW YORKNY10280PCCOURAGE TO ACT: RESCUE IN DENMARK$25,000
MUSIC BY HEART
463 AMHERST STREETSAN FRANCISCOCA94134PCGENERAL OPERATING SUPPORT$2,500
NATIONAL JEWISH THEATER FOUNDATION INC
2127 BRICKELL AVENUE SUITE 3001MIAMIFL33129PCHOLOCAUST THEATER INITIATIVE$5,000
NETWORK FOR RESEARCH IN JEWISH EDUCATION INC
4613 N UNIVERSITY DRIVE 348CORAL SPRINGSFL33067PCNRJE 2023 CONFERENCE$25,000
NEW TEACHER CENTER
1205 PACIFIC AVENUE SUITE 301SANTA CRUZCA95060PCJEWISH NEW TEACHER PROJECT$750,000
NEW TEACHER CENTER
1205 PACIFIC AVENUE SUITE 301SANTA CRUZCA95060PCJEWISH NEW TEACHER PROJECT$5,000
NEW VENTURE FUND
1828 L STREET NW SUITE 300-AWASHINGTONDC20036PCGENERAL OPERATING SUPPORT$500,000
NEW VENTURE FUND
1828 L STREET NW SUITE 300-AWASHINGTONDC20036PCSAFETY RESPECT EQUITY NETWORK$5,000
NEW YORK UNIVERSITY
547 LAGUARDIA PLNEW YORKNY10012PCGENERAL OPERATING SUPPORT OF ABRAHAMIC YOUNG LEADERS ALLIANCE$100,000
ONETABLE
79 MADISON AVENUENEW YORKNY10016PCPOWERED BY ONETABLE 2.0$250,000
ONETABLE
79 MADISON AVENUENEW YORKNY10016PCGENERAL OPERATING SUPPORT$25,000
ONETABLE
79 MADISON AVENUENEW YORKNY10016PCGENERAL OPERATING SUPPORT$50,000
ONETABLE
79 MADISON AVENUENEW YORKNY10016PCGENERAL OPERATING SUPPORT$20,000
ONETABLE
79 MADISON AVENUENEW YORKNY10016PCGENERAL OPERATING SUPPORT$50,000
OR HALEV
440 N BARRANCA AVENUE 8404COVINACA91723PCGENERAL OPERATING SUPPORT$5,000
OSHMAN FAMILY JEWISH COMMUNITY CENTER
3921 FABIAN WAYPALO ALTOCA94303PCDARREN KLEINBERG COURSES$35,000
OSHMAN FAMILY JEWISH COMMUNITY CENTER
3921 FABIAN WAYPALO ALTOCA94303PCTHE Z3 PROJECT$50,000
PEF ISRAEL ENDOWMENT FUNDS INC
630 THIRD AVENUE 15TH FLOOR SUITENEW YORKNY10017PCYAHEL: CAPACITY BUILDING FOR TEEN SERVICE LEARNING EXPERIENCES$25,0001501
PEF ISRAEL ENDOWMENT FUNDS INC
630 THIRD AVENUE 15TH FLOOR SUITENEW YORKNY10017PCRIDE FOR THE CHILDREN FUND$10,0001501
PEF ISRAEL ENDOWMENT FUNDS INC
630 THIRD AVENUE 15TH FLOOR SUITENEW YORKNY10017PCGENERAL OPERATING SUPPORT$50,0001501
PARDES INSTITUTE OF JEWISH STUDIES NORTH AMERICA INC
54 WEST 40TH STREETNEW YORKNY10018PCEMERGENCY SUPPORT FOR PARDES STUDENTS, FACULTY AND STAFF$40,000
POLICY IMPACT
127 UNIVERSITY AVENUEBERKELEYCA94710PCJEWISH PHILANTHROPY PROFESSIONALS CONFERENCE AND FOLLOW-UP PROGRAMMING$50,000
PRIZMAH CENTER FOR JEWISH DAY SCHOOLS INC
254 WEST 54TH STREET 11TH FLOORNEW YORKNY10019PCPRIZMAH CONFERENCE AND STRATEGIC PLANNING$100,000
PRIZMAH CENTER FOR JEWISH DAY SCHOOLS INC
254 WEST 54TH STREET 11TH FLOORNEW YORKNY10019PCGENERAL OPERATING SUPPORT$1,000,000
PRIZMAH CENTER FOR JEWISH DAY SCHOOLS INC
254 WEST 54TH STREET 11TH FLOORNEW YORKNY10019PCEMERGENCY RESPONSE GRANT$40,000
PROJECT LIBERTY INC
501 W 30TH STREET SUITE 40ANEW YORKNY10001PCPROJECT LIBERTY FELLOWSHIP$200,000
REBOOT INC
734 LONGMEADOW STREET UNIT 103LONGMEADOWMA01106PCGENERAL OPERATING SUPPORT$900,000
REBOOT INC
734 LONGMEADOW STREET UNIT 103LONGMEADOWMA01106PCGENERAL OPERATING SUPPORT$10,000
REBOOT INC
734 LONGMEADOW STREET UNIT 103LONGMEADOWMA01106PCGENERAL OPERATING SUPPORT$25,000
REBOOT INC
734 LONGMEADOW STREET UNIT 103LONGMEADOWMA01106PCTEAM WELLNESS GRANT$5,000
REBOOT INC
734 LONGMEADOW STREET UNIT 103LONGMEADOWMA01106PCGENERAL OPERATING SUPPORT$20,000
REGENTS OF THE UNIVERSITY OF CALIFORNIA AT BERKELEY
1995 UNIVERSITY AVENUE SUITE 400BERKELEYCA947041070PCHELEN DILLER INSTITUTE FOR JEWISH LAW AND ISRAEL STUDIES$150,000
REGENTS OF THE UNIVERSITY OF CALIFORNIA AT BERKELEY
1995 UNIVERSITY AVENUE SUITE 400BERKELEYCA947041070PCHELEN DILLER INSTITUTE FOR JEWISH LAW AND ISRAEL STUDIES$5,000
REPAIR THE WORLD INC
25 BROADWAY 17TH FLOORNEW YORKNY10004PCCAPACITY BUILDING AND GROWTH$750,000
REPAIR THE WORLD INC
25 BROADWAY 17TH FLOORNEW YORKNY10004PCJCRIF RESET$425,000
REPAIR THE WORLD INC
25 BROADWAY 17TH FLOORNEW YORKNY10004PCEND OF PROGRAM YEAR GIVING CAMPAIGN$25,000
REPAIR THE WORLD INC
25 BROADWAY 17TH FLOORNEW YORKNY10004PCVOLUNTEER EDUCATION AND PROGRAMS FOR MENSCH$10,000
REPAIR THE WORLD INC
25 BROADWAY 17TH FLOORNEW YORKNY10004PCOLAM PROJECT SUPPORT$25,000
REPAIR THE WORLD INC
25 BROADWAY 17TH FLOORNEW YORKNY10004PCGENERAL OPERATING SUPPORT$25,000
REPAIR THE WORLD INC
25 BROADWAY 17TH FLOORNEW YORKNY10004PCEMERGENCY ISRAEL SUPPORT$50,000
REPAIR THE WORLD INC
25 BROADWAY 17TH FLOORNEW YORKNY10004PCGENERAL OPERATING SUPPORT$15,000
SAN FRANCISCO HILLEL JEWISH STUDENT CENTER
33 BANBURY DRIVESAN FRANCISCOCA94132PCUSF PROGRAMING$10,000
SAN FRANCISCO HILLEL JEWISH STUDENT CENTER
33 BANBURY DRIVESAN FRANCISCOCA94132PCGENERAL OPERATING SUPPORT$12,500
SAN FRANCISCO HILLEL JEWISH STUDENT CENTER
33 BANBURY DRIVESAN FRANCISCOCA94132PCISRAEL ENGAGEMENT$15,000
SAN FRANCISCO JEWISH COMM PUBLICATIONS
PO BOX 192604SAN FRANCISCOCA941192604PCGENERAL OPERATING SUPPORT$25,000
SEFARIA INC
228 PARK AVENUE SOUTH SUITE 79262NEW YORKNY100031502PCGENERAL OPERATING SUPPORT$1,000,000
SEFARIA INC
228 PARK AVENUE SOUTH SUITE 79262NEW YORKNY100031502PCGENERAL OPERATING SUPPORT$20,000
SEFARIA INC
228 PARK AVENUE SOUTH SUITE 79262NEW YORKNY100031502PCGENERAL OPERATING SUPPORT$25,000
SLINGSHOT FUND INC
25 BROADWAY 9TH FLOORNEW YORKNY10004PCTEAM WELLNESS GRANT$5,000
SOCIAL GOOD FUND
PO BOX 5473RICHMONDCA94805PCGENERAL OPERATING SUPPORT$100,000
SOCIAL GOOD FUND
PO BOX 5473RICHMONDCA94805PCREI FUNDERS CIRCLE FACILITATOR$10,000
SOCIAL GOOD FUND
PO BOX 5473RICHMONDCA94805PCGENERAL OPERATING SUPPORT$22,000
SOCIAL GOOD FUND
PO BOX 5473RICHMONDCA94805PCGENERAL OPERATING SUPPORT$20,000
SOCIAL GOOD FUND
PO BOX 5473RICHMONDCA94805PCR&R: THE REST OF OUR LIVES$5,000
SOCIAL GOOD FUND
PO BOX 5473RICHMONDCA94805PCJEWTINA Y CO.$5,000
STORAHTELLING LAB SHUL INC
131 VARICK STREET SUITE 921NEW YORKNY10013PCGENERAL OPERATING SUPPORT$25,000
STORAHTELLING LAB SHUL INC
131 VARICK STREET SUITE 921NEW YORKNY10013PCGENERAL OPERATING SUPPORT$5,000
SVARA
8643 DRAKE AVENUESKOKIEIL60076PCGENERAL OPERATING SUPPORT$400,000
SVARA
8643 DRAKE AVENUESKOKIEIL60076PCTEAM WELLNESS GRANT$5,000
TALKISRAEL
15910 VENTURA BOULEVARD SUITE 812ENCINOCA91436PCSOCIAL MEDIA CONTENT$20,000
TALKISRAEL
15910 VENTURA BOULEVARD SUITE 812ENCINOCA91436PCGENERAL OPERATING SUPPORT$25,000
TAWONGA JEWISH COMMUNITY CORPORATION
131 STEUART STREET SUITE 460SAN FRANCISCOCA94105PCGENERAL OPERATING SUPPORT$5,000
TAWONGA JEWISH COMMUNITY CORPORATION
131 STEUART STREET SUITE 460SAN FRANCISCOCA94105PCDIVORCE AND DISCOVERY JEWISH HEALING RETREAT$5,000
TEMPLE BETH AM
1039 S LA CIENEGA BOULEVARDLOS ANGELESCA90035PCYOUTH LEARNING AND ENGAGEMENT$70,000
TEMPLE BETH AM
1039 S LA CIENEGA BOULEVARDLOS ANGELESCA90035PCSECURITY SUPPORT$25,000
THE AMERICAN JEWISH JOINT DISTRIBUTION COMMITTEE INC
220 EAST 42ND STREET SUITE 400NEW YORKNY10017PCJDC ENTWINE$400,000
THE AMERICAN JEWISH JOINT DISTRIBUTION COMMITTEE INC
220 EAST 42ND STREET SUITE 400NEW YORKNY10017PCJDC ENTWINE$375,000
THE AMERICAN JEWISH JOINT DISTRIBUTION COMMITTEE INC
220 EAST 42ND STREET SUITE 400NEW YORKNY10017PCISRAEL EMERGENCY CAMPAIGN$10,000
THE BOARD OF TRUSTEES OF THE LELAND STANFORD JUNIOR UNIVERSITY
485 BROADWAY THIRD FLOORREDWOOD CITYCA94063PCFUTURE WORK OF THE BERMAN JEWISH POLICY ARCHIVE$22,500
THE JEWISH COMMUNITY HIGH SCHOOL OF THE BAY
1835 ELLIS STREETSAN FRANCISCOCA94115PCLEGACY HERITAGE CHALLENGE GRANT STRATEGIC INITIATIVES$155,000
THE JEWISH COMMUNITY HIGH SCHOOL OF THE BAY
1835 ELLIS STREETSAN FRANCISCOCA94115PCSCHOLARSHIPS$50,000
THE JEWISH COMMUNITY HIGH SCHOOL OF THE BAY
1835 ELLIS STREETSAN FRANCISCOCA94115PCGENERAL OPERATING SUPPORT$35,000
THE JEWISH COMMUNITY HIGH SCHOOL OF THE BAY
1835 ELLIS STREETSAN FRANCISCOCA94115PCDAY SCHOOL GROWTH INITIATIVE$99,136
THE JEWISH FEDERATIONS OF NORTH AMERICA INC
25 BROADWAY SUITE 1700NEW YORKNY10004PCJEWISH TEEN EDUCATION AND ENGAGEMENT FUNDER COLLABORATIVE$397,350
THE JEWISH FEDERATIONS OF NORTH AMERICA INC
25 BROADWAY SUITE 1700NEW YORKNY10004PCLIVESECURE GROWTH PLAN$1,000,000
THE JEWISH FEDERATIONS OF NORTH AMERICA INC
25 BROADWAY SUITE 1700NEW YORKNY10004PCRESILIENCY ROUNDTABLE$300,000
THE JEWISH FEDERATIONS OF NORTH AMERICA INC
25 BROADWAY SUITE 1700NEW YORKNY10004PCCENTER FOR JEWISH PEOPLEHOOD EDUCATION PAPER 34$3,000
THE JEWISH FEDERATIONS OF NORTH AMERICA INC
25 BROADWAY SUITE 1700NEW YORKNY10004PCISRAEL EDUCATIONAL TRAVEL ALLIANCE$100,000
THE JEWISH FEDERATIONS OF NORTH AMERICA INC
25 BROADWAY SUITE 1700NEW YORKNY10004PCBEWELL'S JEWISH TEEN MENTAL HEALTH SURVEY$50,000
THE JEWISH FEDERATIONS OF NORTH AMERICA INC
25 BROADWAY SUITE 1700NEW YORKNY10004PCBEWELL RESILIENCY ROUNDTABLE$5,000
THE JEWISH FEDERATIONS OF NORTH AMERICA INC
25 BROADWAY SUITE 1700NEW YORKNY10004PCSHABBAT OF LOVE$100,000
THE JEWISH PEOPLEHOOD ALLIANCE INC
249 ROYAL PALM WAY SUITE 301GPALM BEACHFL33480PCONE2ONE INITIATIVE$125,000
THE JEWISH PEOPLEHOOD ALLIANCE INC
249 ROYAL PALM WAY SUITE 301GPALM BEACHFL33480PCGENERAL OPERATING SUPPORT$25,000
THE JEWISH PEOPLEHOOD ALLIANCE INC
249 ROYAL PALM WAY SUITE 301GPALM BEACHFL33480PCEMERGENCY SUPPORT FOR ONE2ONE INITIATIVE$50,000
THE MIAMI FOUNDATION
40 NW 3RD STREET SUITE 305MIAMIFL33128PCFOR THE SAKE OF ARGUMENT$550,000
THE MIAMI FOUNDATION
40 NW 3RD STREET SUITE 305MIAMIFL33128PCR&D EXPERIMENTS FUND$100,000
THE MIAMI FOUNDATION
40 NW 3RD STREET SUITE 305MIAMIFL33128PCR&D EXPERIMENTS FUND$200,000
THE SHALOM HARTMAN INSTITUTE OF NORTH AMERICA
475 RIVERSIDE DRIVE SUITE 1450NEW YORKNY10115PCHARTMAN RABBINIC ORDINATION PILOT$1,776,000
THE SHALOM HARTMAN INSTITUTE OF NORTH AMERICA
475 RIVERSIDE DRIVE SUITE 1450NEW YORKNY10115PCGENERAL OPERATING SUPPORT$2,500,000
THE SHALOM HARTMAN INSTITUTE OF NORTH AMERICA
475 RIVERSIDE DRIVE SUITE 1450NEW YORKNY10115PCGENERAL OPERATING SUPPORT$20,000
THE SHALOM HARTMAN INSTITUTE OF NORTH AMERICA
475 RIVERSIDE DRIVE SUITE 1450NEW YORKNY10115PCGENERAL OPERATING SUPPORT$25,000
THE SHALOM HARTMAN INSTITUTE OF NORTH AMERICA
475 RIVERSIDE DRIVE SUITE 1450NEW YORKNY10115PCGENERAL OPERATING SUPPORT$10,000
THE SHALOM HARTMAN INSTITUTE OF NORTH AMERICA
475 RIVERSIDE DRIVE SUITE 1450NEW YORKNY10115PCRABBINIC ORDINATION PILOT$100,000
THE SISTERHOOD OF SALAAM SHALOM
PO BOX 7117NORTH BRUNSWICKNJ08902PCGENERAL OPERATING SUPPORT$5,000
THE VILLAGE CHABAD
200 S BALSAMINA WAYPORTOLA VALLEYCA94028PCGENERAL OPERATING SUPPORT$5,000
THE WEXNER FOUNDATION
8000 WALTON PARKWAY SUITE 110NEW ALBANYOH43054PFWEXNER FIELD FELLOWSHIP AND ALUMNI ACTIVITIES$663,570
THE WORLD UNION FOR PROGRESSIVE JUDAISM LTD
633 THIRD AVENUE 7TH FLOORNEW YORKNY10017PCISRAEL RELIGIOUS ACTION CENTER$5,000
THE WORLD UNION FOR PROGRESSIVE JUDAISM LTD
633 THIRD AVENUE 7TH FLOORNEW YORKNY10017PCEDUCATIONAL PROGRAMS$45,000
TKIYA MUSIC INC
114 TROUTMAN STREET 226BROOKLYNNY11206PCCAPACITY BUILDING SUPPORT FOR PROGRAM EVALUATION$35,000
UNITED JEWISH APPEAL FEDERATION OF JEWISH PHILANTHROPIES OF NY INC
130 EAST 59TH STREETNEW YORKNY10022PCJCRIF RESET: NY COMMUTER CAMPUS PILOT INITIATIVE$380,120
UNIVERSITY OF SAN FRANCISCO
2130 FULTON STREETSAN FRANCISCOCA94117PCJEWISH STUDIES$5,000
UPSTART BAY AREA
1111 BROADWAY 3RD FLOOROAKLANDCA94607PCGENERAL OPERATING SUPPORT$2,000,000
UPSTART BAY AREA
1111 BROADWAY 3RD FLOOROAKLANDCA94607PCSOCAP23 SPONSORSHIP$50,000
UPSTART BAY AREA
1111 BROADWAY 3RD FLOOROAKLANDCA94607PCGENERAL OPERATING SUPPORT$10,000
URBAN ADAMAH
1151 6TH STREETBERKELEYCA94710PCGENERAL OPERATING SUPPORT$5,000
URBAN ADAMAH
1151 6TH STREETBERKELEYCA94710PCGENERAL OPERATING SUPPORT$20,000
VALUE CULTURE
400 SPEAR STREET 102SAN FRANCISCOCA94105PCJEWISH RELATED PROGRAMMING$2,500
VILNA CENTER FOR JEWISH HERITAGE INC
18 PHILLIPS STREETBOSTONMA02114PCYOUNG ADULT PROGRAMMING$10,000
WILDERNESS TORAH
2222 HAROLD WAY SUITE SW508BERKELEYCA94704PCGENERAL OPERATING SUPPORT$10,000
WILDERNESS TORAH
2222 HAROLD WAY SUITE SW508BERKELEYCA94704PCGENERAL OPERATING SUPPORT$50,000
WILDERNESS TORAH
2222 HAROLD WAY SUITE SW508BERKELEYCA94704PCTECHNICAL SUPPORT$20,000
WITNESS INSTITUTE INC
11701 FULHAM STREETSILVER SPRINGMD20902PCA MORAL REVIEW$62,500
WITNESS INSTITUTE INC
11701 FULHAM STREETSILVER SPRINGMD20902PCCOMPASSIONFRUIT WEBSITE$60,000
WITNESS INSTITUTE INC
11701 FULHAM STREETSILVER SPRINGMD20902PCGENERAL OPERATING SUPPORT$5,000
YESHIVAT MAHARAT INC
3700 HENRY HUDSON PARKWAYBRONXNY10463PCADVANCED KOLLEL: EXECUTIVE ORDINATION TRACK$336,756
YESHIVAT MAHARAT INC
3700 HENRY HUDSON PARKWAYBRONXNY10463PCGENERAL OPERATING SUPPORT$10,000
YOUTH RENEWAL FUND
1460 BROADWAYNEW YORKNY10036PCDARCA SCHOOLS$25,000
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$61,580,095TotalGrantOrContriPdDurYrAmt

Grant Or Contri Apprv For Fut GrantOrContriApprvForFutGrp (28 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmtAddress Line2RecipientUSAddress/AddressLine2Txt
ADAMAH INC
5425 MT GILEAD ROADREISTERSTOWNMD21136PCGENERAL OPERATING SUPPORT$1,300,000
BELOVED BUILDERS INC
123 CAMBRIDGE PLACEBROOKLYNNY11238PCJEWISH USES OF PSYCHEDELICS COMMUNAL STUDY$150,000
BIRTHRIGHT ISRAEL FOUNDATION
711 THIRD AVENUE 10TH FLOORNEW YORKNY10017PCSULLAM: ISRAEL RESIDENCY FOR EARLY CAREER JEWISH COMMUNAL PROFESSIONALS$500,714
BIRTHRIGHT ISRAEL FOUNDATION
711 THIRD AVENUE 10TH FLOORNEW YORKNY10017PCWAITLIST REDUCTION CAMPAIGN$1,000,000
BIRTHRIGHT ISRAEL FOUNDATION
711 THIRD AVENUE 10TH FLOORNEW YORKNY10017PCEMERGENCY SUPPORT TO SEND BIRTHRIGHT MADRICHIM AND AMERICAN VOLUNTEERS TO ISRAEL$500,000
BOARD OF JEWISH EDUCATION INC
520 EIGHTH AVENUE 15TH FLOORNEW YORKNY10018PCJEWISH EDUCATORS TO ISRAEL$750,000
FOUNDATION FOR JEWISH CAMP INC
253 WEST 35TH STREET 4TH FLOORNEW YORKNY10001PCISRAEL EMERGENCY RESPONSE PLAN$500,000
GEORGE WASHINGTON UNIVERSITY
1918 F STREET NWWASHINGTONDC20052PCCOLLABORATIVE FOR APPLIED STUDIES IN JEWISH EDUCATION$50,000
HONEYMOON ISRAEL FOUNDATION INC
6070 WHITEGATE CROSSINGEAST AMHERSTNY14051PCGENERAL OPERATING SUPPORT$1,500,000
HOPEWELL FUND
1828 L STREET NWWASHINGTONDC20036PCEMERGENCY SUPPORT FOR BAY AREA JEWISH PRESCHOOLS$75,000
IMAGINATION PRODUCTIONS INC
11110 W OAKLAND PARK BOULEVARD 288SUNRISEFL333516808PCUNPACKED AND UNPACKED FOR EDUCATORS ELEMENTARY SCHOOL PILOT PROJECT$150,000
INSTITUTE FOR JEWISH SPIRITUALITY
1230 AVENUE OF THE AMERICAS FLOORNEW YORKNY10020PCGENERAL OPERATING SUPPORT$550,00019
ISRAEL EDUCATION RESOURCE CENTER INC
95 REVERE DRIVE SUITE DNORTHBROOKIL60062PCGENERAL OPERATING SUPPORT$1,000,000
JEWISH COMMUNITY FEDERATION OF SAN FRANCISCO THE PENINSULA MARIN & SONOMA
121 STEUART STREETSAN FRANCISCOCA94105PCGENERAL OPERATING SUPPORT$650,000
JEWISH COUNCIL FOR PUBLIC AFFAIRS
25 BROADWAY SUITE 1700NEW YORKNY10004PCEMERGENCY SUPPORT FOR RESETTING THE TABLE$50,000
JEWISH FEDERATION OF METROPOLITAN CHICAGO
BEN GURION WAY 30 SOUTH WELLSCHICAGOIL60606PCJEWISH TEEN EDUCATION AND ENGAGEMENT INITIATIVE$375,000STREET
JEWISH FOUNDATION OF CINCINNATI
8044 MONTGOMERY ROAD SUITE 516CINCINNATIOH45236PFJEWISH TEEN EDUCATION AND ENGAGEMENT INITIATIVE$113,358
JEWS OF COLOR INITIATIVE
1569 SOLANO AVENUE 474BERKELEYCA94707PCGENERAL OPERATING SUPPORT$650,000
JPRO NETWORK INC
25 BROADWAY SUITE 1700NEW YORKNY10004PCJEWISH EARLY CAREER PROFESSIONAL DEVELOPMENT INITIATIVE$584,000
JPRO NETWORK INC
25 BROADWAY SUITE 1700NEW YORKNY10004PCEMERGENCY RESPONSE GRANT$30,000
JTA-MJL NEW CORP
24 WEST 30TH STREET 4TH FLOORNEW YORKNY10001PCCAPACITY BUILDING AND GROWTH$4,000,000
LEADING EDGE ALLIANCE INC
85 BROAD STREET 16TH FLOORNEW YORKNY10004PCTALENT COMPASS$550,000
NEW VENTURE FUND
1828 L STREET NW SUITE 300-AWASHINGTONDC20036PCGENERAL OPERATING SUPPORT$1,000,000
REBOOT INC
734 LONGMEADOW STREET UNIT 103LONGMEADOWMA01106PCGENERAL OPERATING SUPPORT$900,000
SEFARIA INC
228 PARK AVENUE SOUTH SUITE 79262NEW YORKNY100031502PCCAPACITY BUILDING AND GROWTH$4,000,000
THE JEWISH FEDERATIONS OF NORTH AMERICA INC
25 BROADWAY SUITE 1700NEW YORKNY10004PCISRAEL EDUCATIONAL TRAVEL ALLIANCE$100,000
THE JEWISH PEOPLEHOOD ALLIANCE INC
249 ROYAL PALM WAY SUITE 301GPALM BEACHFL33480PCONE2ONE INITIATIVE$125,000
THE WEXNER FOUNDATION
8000 WALTON PARKWAY SUITE 110NEW ALBANYOH43054PFWEXNER FIELD FELLOWSHIP AND ALUMNI ACTIVITIES$726,651
FieldValueIRS element (for citing)
Total Grant Or Contri Apprv Fut$21,879,723TotalGrantOrContriApprvFutAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$1,884,437ExclusionAmt

Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$18,219,741ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion-$15,394,250ExclusionAmt

Other Revenue Described OtherRevenueDescribedGrp (2 entries)

DescDescExclusionExclusionCdExclusionExclusionAmt
INCOME FROM AFFILIATES16$6,879,030
DEFERRED TAX BENEFIT16$780,328

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$0UnrelatedBusinessTaxblIncmAmt
Exclusion$12,369,286ExclusionAmt
Related Or Exempt Function Incm$0RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$12,369,286TotalIncomeProducingActyAmt

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

FieldValueIRS element (for citing)
Trnsfr Of Cash To Nonchrtbl EO0TrnsfrOfCashToNonchrtblEOInd
Trnsfr Other Asset Nonchrtbl EO0TrnsfrOtherAssetNonchrtblEOInd
Sales Or Exchanges Of Assets0SalesOrExchangesOfAssetsInd
Purchase Of Assets Nonchrtbl EO0PurchaseOfAssetsNonchrtblEOInd
Rental Of Facilities Oth Assets0RentalOfFacilitiesOthAssetsInd
Reimbursement Arrangements0ReimbursementArrangementsInd
Loans Or Loan Guarantees0LoansOrLoanGuaranteesInd
Performance Of Services Etc0PerformanceOfServicesEtcInd
Sharing Of Facilities Etc0SharingOfFacilitiesEtcInd
Relationships Nonchrtbl EO0RelationshipsNonchrtblEOInd

Schedule B IRS990ScheduleB

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
General RuleYes (X)GeneralRuleInd

Contributor Information ContributorInformationGrp

FieldValueIRS element (for citing)
Contributor1ContributorNum

Contributor Business Name ContributorBusinessName

FieldValueIRS element (for citing)
Business Name Line1ARIE AND IDA CROWN MEMORIALBusinessNameLine1Txt

Contributor US Address ContributorUSAddress

FieldValueIRS element (for citing)
Address Line1222 NORTH LASALLE STREET SUITE 1000AddressLine1Txt
CityCHICAGOCityNm
State AbbreviationILStateAbbreviationCd
ZIP60601ZIPCd
FieldValueIRS element (for citing)
Total Contributions$4,125,000TotalContributionsAmt
Person ContributionYes (X)PersonContributionInd

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

FieldValueIRS element (for citing)
CategoryAUDIT AND TAX SERVICESCategoryTxt
Amt$282,385Amt
Net Investment Income$141,193NetInvestmentIncomeAmt
Disbursements Charitable Prps$163,813DisbursementsCharitablePrpsAmt

Expenditure Responsibility Stmt ExpenditureResponsibilityStmt

Expenditure Responsibility ExpenditureResponsibilityGrp (4 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdGrantGrantDtGrantGrantAmtPurpose Of GrantPurposeOfGrantTxtExpended By GranteeExpendedByGranteeAmtAny Diversion By GranteeAnyDiversionByGranteeTxtDates Of Reports By GranteeDatesOfReportsByGranteeTxtResults Of VerificationResultsOfVerificationTxt
BRONFMAN YOUTH FELLOWSHIPS IN ISRAEL INC
420 LEXINGTON AVENUE SUITE 331NEW YORKNY101702023-04-11$5,000TEEN LEADERSHIP DEVELOPMENT PROGRAM$5,000NONETHE GRANTEE SUBMITTED FULL AND COMPLETE REPORTS OF EXPENDITURE ON 4/17/2024.THE GRANTOR HAS NO REASON TO DOUBT THE ACCURACY OR RELIABILITY OF THE REPORT FROM THE GRANTEE; THEREFORE, NO INDEPENDENT VERIFICATION OF THE REPORT WAS MADE.
BRONFMAN YOUTH FELLOWSHIPS IN ISRAEL INC
420 LEXINGTON AVENUE SUITE 331NEW YORKNY101702023-10-26$25,000TEEN LEADERSHIP DEVELOPMENT PROGRAM$25,000NONETHE GRANTEE SUBMITTED FULL AND COMPLETE REPORTS OF EXPENDITURE ON 4/17/2024.THE GRANTOR HAS NO REASON TO DOUBT THE ACCURACY OR RELIABILITY OF THE REPORT FROM THE GRANTEE; THEREFORE, NO INDEPENDENT VERIFICATION OF THE REPORT WAS MADE.
JEWISH FOUNDATION OF CINCINNATI
8044 MONTGOMERY ROAD SUITE 516CINCINNATIOH452362021-08-24$713,158COMMUNITY BASED JEWISH TEEN EDUCATION INITIATIVE.$599,800NONETHE GRANTEE SUBMITTED FULL AND COMPLETE REPORTS OF EXPENDITURE ON 3/12/2024.THE GRANTOR HAS NO REASON TO DOUBT THE ACCURACY OR RELIABILITY OF THE REPORT FROM THE GRANTEE; THEREFORE, NO INDEPENDENT VERIFICATION OF THE REPORT WAS MADE.
THE WEXNER FOUNDATION
8000 WALTON PARKWAY SUITE 110NEW ALBANYOH430542017-12-11$3,511,526WEXNER FIELD FELLOWSHIP AND ALUMNI SUPPORT.$2,300,644NONETHE GRANTEE SUBMITTED FULL AND COMPLETE REPORTS OF EXPENDITURE ON 11/20/2023THE GRANTOR HAS NO REASON TO DOUBT THE ACCURACY OR RELIABILITY OF THE REPORT FROM THE GRANTEE; THEREFORE, NO INDEPENDENT VERIFICATION OF THE REPORT WAS MADE.

General Explanation Attachment GeneralExplanationAttachment

General Explanation GeneralExplanationGrp (3 entries)

Form And Line ReferenceFormAndLineReferenceDescMedium ExplanationMediumExplanationTxtIdentifierIdentifierTxt
TANGIBLE PROPERTY REGULATIONS ELECTIONS:SECTION 1.263(A)-1(F) DE MINIMIS SAFE HARBOR ELECTIONTAXPAYER IS MAKING THE DE MINIMIS SAFE HARBOR ELECTION UNDER TREAS. REG. 1.263(A)-1(F) FOR ALL ELIGIBLE AMOUNTS PAID OR INCURRED DURING THE TAXABLE YEAR.SECTION 1.263(A)-3(N) CAPITALIZATION ELECTIONTAXPAYER HEREBY ELECTS TO CAPITALIZE REPAIR AND MAINTENANCE COSTS UNDER TREAS. REG. 1.263(A)-3(N). THE COSTS WERE INCURRED DURING THE TAXABLE YEAR IN THE ELECTING TAXPAYER'S TRADE OR BUSINESS AND THE ELECTING TAXPAYER TREATS SUCH COSTS AS CAPITAL EXPENDITURES ON ITS BOOKS AND RECORDS.
PART VII-A, LINE 11TRANSFERS FROM CONTROLLED ENTITIESINTERLAND CAPITAL343 SANSOME STREET, SUITE 550SAN FRANCISCO, CA 94104S CORPORATION DISTRIBUTION88-0380024$68,389INTERLAND GROWTH, LP2398 E. CAMELBACK ROAD, SUITE 200PHOENIX, AZ 85016PARTNERSHIP DISTRIBUTION88-0378850$7,239,175INTERLAND GROWTH II, LLC343 SANSOME STREET, SUITE 550SAN FRANCISCO, CA 94104PARTNERSHIP DISTRIBUTION81-3935519$341,161JRT WHARF PLAZA I & II, LLC343 SANSOME STREET, SUITE 550SAN FRANCISCO, CA 94104PARTNERSHIP DISTRIBUTION80-0100507$423,951HL SBJF PE FUND LP6900 EAST LAYTON AVENUE, SUITE 1400DENVER, CO 8023784-4957539PARTNERSHIP DISTRIBUTION$1,174,846PARTNERSHIP CONTRIBUTION$14,474,032LIST OF CONTROLLED ENTITIESINTERLAND CAPITAL343 SANSOME STREET, SUITE 550SAN FRANCISCO, CA 9410488-0380024EXCESS BUSINESS HOLDINGS: NOINTERLAND GROWTH, LP2398 E. CAMELBACK ROAD, SUITE 200PHOENIX, AZ 8501688-0378850EXCESS BUSINESS HOLDINGS: NOINTERLAND GROWTH II, LLC343 SANSOME STREET, SUITE 550SAN FRANCISCO, CA 9410481-3935519EXCESS BUSINESS HOLDINGS: NOJRT WHARF PLAZA I & II, LLC343 SANSOME STREET, SUITE 550SAN FRANCISCO, CA 9410480-0100507EXCESS BUSINESS HOLDINGS: NOHL SBJF PE FUND LP6900 EAST LAYTON AVENUE, SUITE 1400DENVER, CO 8023784-4957539EXCESS BUSINESS HOLDINGS: NOCONTROLLED ENTITIES
FORM 990-PF, PART XII, LINES 4C AND 7ELECTION UNDER REGS. SECTION 53.4942(A)-3(D)(2) TO TREAT EXCESS QUALIFYING DISTRIBUTIONS AS DISTRIBUTIONS OUT OF CORPUS.PURSUANT TO INTERNAL REVENUE CODE SECTION 4942(H) AND TREASURY REGULATIONS SECTION 53.4942(A)-3(D)(2), THE TAXPAYER HEREBY ELECTS TO TREAT $1,375,000 OF QUALIFIED DISTRIBUTIONS AS BEING MADE OUT OF CORPUS AS REPORTED ON LINE 4C OF PART XII.PURSUANT TO INTERNAL REVENUE CODE SECTION 4942(H) AND TREASURY REGULATIONS SECTION 53.4942(A)-3(C)(2), THE TAXPAYER HEREBY ELECTS TO SATISFY THE REQUIREMENTS OF IRC SECTION 4942(G)(3) TO TREAT AS A CURRENT DISTRIBUTION OUT OF CORPUS $1,375,000 WHICH WAS DISTRIBUTED INCOME IN 2023 AND NOT USED FOR ANY OTHER PURPOSE. THE TAXPAYER HEREBY ELECTS TO TREAT SUCH AMOUNT AS A DISTRIBUTION OUT OF CORPUS UNDER TREASURY REGULATIONS SECTION 53.4942(A)-3(D)(2). THE TAXPAYER IS ALLOWED TO MAKE SUCH ELECTIONS BECAUSE (1) SUCH AMOUNT WAS A QUALIFYING DISTRIBUTION BY THE PRIVATE FOUNDATION UNDER IRC SECTION 4942, (2) SUCH QUALIFYING DISTRIBUTION OCCURRED WITHIN THE CURRENT YEAR, AND (3) SUCH QUALIFYING DISTRIBUTION WAS NOT AVAILED OF FOR ANY OTHER PURPOSE. THIS AMOUNT IS INCLUDED ON PART XII, LINE 4C FOR A TOTAL OUT OF CORPUS ELECTION OF $1,375,000. THE TAXPAYER MADE CUMULATIVE QUALIFYING DISTRIBUTIONS OUT OF CORPUS IN THE AMOUNT OF $1,375,000 WHICH IS THE AMOUNT REPORTED ON PART XII LINE 4C. IN 2023, THE TAXPAYER HAS RECOGNIZED ACCRUAL-BASED CONTRIBUTIONS OF $4,125,000, OF WHICH $1,375,000 WAS CASH RECEIVED. THIS OUT OF CORPUS ELECTION IS AN AMOUNT EQUAL TO 100% OF ALL CASH CONTRIBUTIONS RECEIVED BY THE TAXPAYER DURING TAX YEAR 2023. THE TAXPAYER ALSO HAS NO UNDISTRIBUTED INCOME FROM THE PRIOR YEAR UNDER INTERNAL REVENUE CODE SECTION 4942(A). AS SUCH, THE TAXPAYER MEETS THE REQUIREMENTS OF INTERNAL REVENUE CODE SECTION 4942(G)(3), AND 53.4942(A)-3(D)(2).OUT OF CORPUS ELECTION

Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule

Investments Corporate Bonds InvestmentsCorporateBondsGrp (5 entries)

BondBondNmEOY Book ValueEOYBookValueAmtEOYFMVEOYFMVAmt
DODGE & COX INCOME FUND$164,285,605$164,285,605
MACKAY SHIELDS LLC$34,907,095$34,907,095
MASSMUTUAL GLOBAL FLOATING RATE FUND I$34,253,241$34,253,241
PIMCO INCOME FUND INST CL$5,264,654$5,264,654
TCW EMERGING MARKETS INCOME FUND$35,253,534$35,253,534

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp (8 entries)

StockStockNmEOY Book ValueEOYBookValueAmtEOYFMVEOYFMVAmt
ACADIAN ACWI EX US SMALL-CAP$35,168,391$35,168,391
ARGA EMERGING MARKETS EQUITY FUND$71,722,818$71,722,818
DODGE & COX INT'L STOCK FUND$39,469,530$39,469,530
EURO PACIFIC GROWTH FUND$39,882,016$39,882,016
GQG PARTNERS EMERGING MARKETS EQUITY FUND$54,333,807$54,333,807
SPRUCEGROVE US INTERNATIONAL INV. FUND$80,640,432$80,640,432
VANGUARD S&P 500 ETF$26,549,752$26,549,752
VULCAN VALUE PARTNERS$45,681,722$45,681,722

Investments Other Schedule2 InvestmentsOtherSchedule2

Investments Other InvestmentsOtherGrp (64 entries)

Category Or ItemCategoryOrItemTxtListed At Cost Or FMVListedAtCostOrFMVCdBook ValueBookValueAmtEOYFMVEOYFMVAmt
ADAGE CAPITAL PARTNERS, L.P.FMV$118,245,708$118,245,708
ARES PATHFINDER FUND (OFFSHORE), L.P.FMV$12,811,142$12,811,142
ATALAYA CAPITAL VI, LLCFMV$162,554$162,554
BLACKROCK RUSSELL 2000 ALPHA TILTS BFMV$31,189,121$31,189,121
CA RES FUND SERIES BAIN X-COREFMV$187,159$187,159
CA RESOURCES FUND BAIN EUROPE IIIFMV$103,490$103,490
CARLYLE VENTURE IIFMV$11,207$11,207
CERBERUS INST OVERSEAS IV, LTD.FMV$18,762$18,762
DATA COLLECTIVE III, LPFMV$4,640,187$4,640,187
DATA COLLECTIVE IV, LPFMV$5,726,053$5,726,053
ELLIOTT INTERNATIONAL LTD.FMV$23,022,970$23,022,970
ENCAP ENERGY CAPITAL FUND IXFMV$916,245$916,245
ENCAP ENERGY CAPITAL FUND VIII, L.P.FMV$1,105,668$1,105,668
ENCAP ENERGY CAPITAL FUND XFMV$1,745,663$1,745,663
FORTELUS FUNDS LIQUIDATING TRUST IFMV$1,115$1,115
FORTRESS CREDIT OPPORTUNITIES FUND V EXPANSION (B)FMV$8,506,967$8,506,967
FORTRESS INTELLECTUAL PROPERTY OPPORTUNITIES FUND II (B) LPFMV$3,381,600$3,381,600
GS VINTAGE FUND V (OFFSHORE), L.P.FMV$53,732$53,732
HELLMAN & FRIEDMAN VIIFMV$710,719$710,719
HELLMAN & FRIEDMAN VIII AND IXFMV$20,434,825$20,434,825
HL SBJF PE FUND LPFMV$47,022,425$47,022,425
INSIGHT VENTURE PARTNERS IX, L.PFMV$7,312,242$7,312,242
KAYNE ANDERSON ENERGY FUND VFMV$779,274$779,274
KAYNE ANDERSON ENERGY FUND VI, L.P.FMV$143,349$143,349
LEGACY VENTURE IVFMV$1,227,800$1,227,800
LEGACY VENTURE V (QP), LLCFMV$2,036,509$2,036,509
LEGACY VENTURE VI (QP), LLCFMV$7,676,768$7,676,768
LEGACY VENTURE VIIFMV$7,443,559$7,443,559
MARLIN EQUITY IVFMV$519,177$519,177
NEW ENTERPRISE ASSOC. (NEA 14)FMV$4,681,882$4,681,882
NEW ENTERPRISE ASSOC. (NEA 15)FMV$3,161,956$3,161,956
NEW WATER CAPITAL PARTNERS, L.PFMV$895,561$895,561
NORTHGATE VENTURE GROWTH IFMV$822,024$822,024
NORTHGATE VENTURE GROWTH IIFMV$265,713$265,713
OAKTREE OPPORTUNITIES FUND VIIIFMV$3,185$3,185
OAKTREE OPPORTUNITIES FUND VIII-BFMV$195,399$195,399
ORBIMED INVESTMENTSFMV$16,310,341$16,310,341
PIMCO DISCO FUND III OFFSHORE FEEDER L.P.FMV$321,250$321,250
POMONA CAPITAL VFMV$33,220$33,220
RENAISSANCE INSTITUTIONAL EQUITIES FUNDFMV$78,141,729$78,141,729
RESOURCE CAPITAL FUND V, L.P.FMV$66,370$66,370
RESOURCE CAPITAL VIFMV$1,532,462$1,532,462
REVELATION HEALTHCARE FUND I, L.PFMV$2,275,611$2,275,611
REVELATION HEALTHCARE FUND II, L.PFMV$2,517,807$2,517,807
SANKATY CREDIT OPPORTUNITIES IV, LPFMV$741$741
SENTINEL CAPITAL PARTNERS V, LPFMV$612,882$612,882
SENTINEL CAPITAL PARTNERS VI, LPFMV$3,514,796$3,514,796
SERENT CAPITAL II, L.P.FMV$2,472,625$2,472,625
SERENT CAPITAL III, L.P.FMV$3,862,279$3,862,279
SHEPHERD INVESTMENTS INT'L. LTD.(STARK)FMV$16,448$16,448
SIXTH STREET TAO PARTNERS (C), L.P.FMV$4,378,291$4,378,291
STRATEGIC VALUE SPECIAL SITUATIONS FEEDER FUND VFMV$16,486,580$16,486,580
THRESHOLD VENTURES I, L.P.FMV$3,944,972$3,944,972
THRESHOLD VENTURES II, L.P.FMV$8,465,441$8,465,441
VALINOR CAPITAL PARTNERSFMV$116,784$116,784
VINTAGE FUND OF FUNDS II (CAYMAN), L.PFMV$955,737$955,737
VINTAGE FUND OF FUNDS III (CAYMAN), L.P.FMV$4,758,337$4,758,337
VINTAGE SECONDARY FUND III (CAYMAN), L.P.FMV$987,457$987,457
VPC ASSET BACKED OPPORTUNISTIC CREDIT FUND (LEVERED_, L.P.FMV$13,269,885$13,269,885
WMQS GLOBAL EQUITY ACTIVE EXTENSION OFFSHORE FUND, LTDFMV$94,857,848$94,857,848
ANGELO GORDON DIRECT LENDING EVERGREEN FUNDFMV$27,717,318$27,717,318
ARES PATHFINDER II FUNDFMV$2,033,031$2,033,031
NORTHERN INSTITUTIONAL FUNDS - TREASURY PORTFOLIOFMV$15,409,568$15,409,568
INVESTMENT IN REAL ESTATEFMV$130,662,278$130,662,278

Legal Fees Schedule LegalFeesSchedule

Legal Fees LegalFeesGrp

FieldValueIRS element (for citing)
CategoryLEGAL SERVICESCategoryTxt
Legal Fees$53,730LegalFeesAmt
Net Investment Income$10,718NetInvestmentIncomeAmt
Disbursements Charitable Prps$42,689DisbursementsCharitablePrpsAmt

Other Assets Schedule OtherAssetsSchedule

Other Assets Schedule OtherAssetsScheduleGrp (2 entries)

DescDescBOY Book ValueBOYBookValueAmtEOY Book ValueEOYBookValueAmtEOYFMVEOYFMVAmt
DEPOSITS$4,015$4,015$4,015
DEFINED BENEFIT PLAN$384,045$475,811$475,811

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (6 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
BUSINESS INSURANCE$103,292$0$106,101
OFFICE EXPENSES$20,871$96$21,542
PARTNERSHIP EXPENSE$0$10,059,694$0
SOFTWARE/COMPUTER HARDWARE$355,545$37,461$325,678
MEMBERSHIP DUE AND LICENSING FEES$109,796$4,137$106,701
MISCELLANEOUS EXPENSES$46,988$0$46,791

Other Income Schedule2 OtherIncomeSchedule2

Other Income Detail OtherIncomeDetail (4 entries)

DescDescNet Investment IncomeNetInvestmentIncomeAmtRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtAdjusted Net IncomeAdjustedNetIncomeAmt
PARTNERSHIP INCOME$49,439,377
FOREIGN DIVIDEND INCOME$1,100,180
INCOME FROM AFFILIATES$6,879,030$6,879,030
DEFERRED TAX BENEFIT$780,328$780,328

Other Increases Schedule OtherIncreasesSchedule

Other Increases Detail OtherIncreasesDetail

FieldValueIRS element (for citing)
DescUNREALIZED GAINDesc
Amt$169,596,783Amt

Other Liabilities Schedule OtherLiabilitiesSchedule

Other Liabilities Detail OtherLiabilitiesDetail (2 entries)

DescDescBOY Book ValueBOYBookValueAmtEOY Book ValueEOYBookValueAmt
DEFERRED TAX$9,889,303$9,108,975
OTHER LONG TERM LIABILITY$412,072$588,135

Other Notes Loans Rcvbl Long Sch OtherNotesLoansRcvblLongSch

Other Notes Loans Rcvbl Long OtherNotesLoansRcvblLongGrp (2 entries)

Insider RelationshipInsiderRelationshipTxtLoan OriginalLoanOriginalAmtBalance DueBalanceDueAmtNoteNoteDtLoan MaturityLoanMaturityDtRepayment TermsRepaymentTermsTxtInterestInterestRtLender ConsiderationLenderConsiderationDescConsideration FMVConsiderationFMVAmt
DAVID TYLER
NONE$769,600$02006-032017-11INTEREST PAYABLE ANNUALLY ON NOVEMBER 30, PRINCIPAL DUE ON NOVEMBER 30, 20170.000000000000CASH$0
SCOTT MORTIMORE
NONE$60,000$02004-032012-03ANNUAL PYMTS OF PRIN. & INT. OF $9464.27 AND FINAL PYMT OF $5,385 DUE 3/1/120.000000000000CASH$0

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail (5 entries)

CategoryCategoryTxtAmtAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
CONSULTING$1,698,433$0$1,659,983
INVESTMENT MANAGEMENT FEES$1,588,236$1,588,236$0
RESEARCH/DEVELOPMENT CONSULTING$1,427,764$0$1,425,464
EMPLOYEE RECRUITING$95,105$0$95,105
PROPERTY VALUATION FEES$3,000$1,500$1,500

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail (3 entries)

CategoryCategoryTxtAmtAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
FEDERAL EXCISE TAXES$925,301$0$0
FOREIGN TAXES$0$1,125,019$0
PROPERTY TAXES$2,791$0$2,791

Transfers Frm Controlled Entities TransfersFrmControlledEntities

Transfers From Controlled Ent TransfersFromControlledEntGrp (5 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdEINEINDescDescAmtAmt
INTERLAND CAPITAL
343 SANSOME STREET SUITE 550SAN FRANCISCOCA94104880380024S CORPORATION DISTRIBUTION$0
INTERLAND GROWTH LP
2398 E CAMELBACK ROAD SUITE 200PHOENIXAZ85016880378850PARTNERSHIP DISTRIBUTION$0
JRT WHARF PLAZA I & II LLC
343 SANSOME STREET SUITE 550SAN FRANCISCOCA94104800100507PARTNERSHIP DISTRIBUTION$0
INTERLAND GROWTH II LLC
343 SANSOME STREET SUITE 550SAN FRANCISCOCA94104813935519PARTNERSHIP DISTRIBUTION$0
HL SBJF PE FUND LP
6900 EAST LAYTON AVENUE SUITE 1400DENVERCO80237844957539PARTNERSHIP DISTRIBUTION$14,474,032
FieldValueIRS element (for citing)
Total$9,247,522TotalAmt

Transfers To Controlled Entities TransfersToControlledEntities

Transfers To Controlled Ent TransfersToControlledEntGrp

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1HL SBJF PE FUND LPBusinessNameLine1Txt

US Address USAddress

FieldValueIRS element (for citing)
Address Line16900 EAST LAYTON AVENUE SUITE 1400AddressLine1Txt
CityDENVERCityNm
State AbbreviationCOStateAbbreviationCd
ZIP80237ZIPCd
FieldValueIRS element (for citing)
EIN844957539EIN
DescPARTNERSHIP CONTRIBUTIONDesc
Amt$14,474,032Amt
FieldValueIRS element (for citing)
Total$14,474,032TotalAmt

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