SHIMON BEN JOSEPH FOUNDATION: Form 990PF, tax year 2022
View the entire original 990 at ProPublica ↗
- Organization
- SHIMON BEN JOSEPH FOUNDATION (EIN 33-1114104)
- Tax period
- 2022-01-01 to 2022-12-31
- Filed
- 2023-11-14
- IRS object ID
- 202323189349106017
- Schema version
- 2022v5.0
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- Accounting Fees Schedule
- Expenditure Responsibility Stmt
- General Explanation Attachment
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Legal Fees Schedule
- Other Assets Schedule
- Other Decreases Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Liabilities Schedule
- Other Notes Loans Rcvbl Long Sch
- Other Professional Fees Schedule
- Taxes Schedule
- Transfers Frm Controlled Entities
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2023-11-14T21:52:24-06:00 | ReturnTs |
| Tax Period End | 2022-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 861065772 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | DELOITTE TAX LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1015 2nd Ave Suite 500 | AddressLine1Txt |
| City | SEATTLE | CityNm |
| State Abbreviation | WA | StateAbbreviationCd |
| ZIP | 98104 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2022-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 331114104 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE SHIMON BEN JOSEPH FOUNDATION | BusinessNameLine1Txt |
| Business Name Line2 | DBA Jim Joseph Foundation | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | SHIM | BusinessNameControlTxt |
| Phone | 4156588730 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 343 Sansome Street 550 | AddressLine1Txt |
| City | San Francisco | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 94104 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | David P Carroll | PersonNm |
| Person Title | cfo | PersonTitleTxt |
| Phone | 4156588730 | PhoneNum |
| Signature | 2023-11-14 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | David | PersonFirstNm |
| Person Last | Carroll | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | 0 | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | JANE M SEARING | PreparerPersonNm |
| PTIN | P00000565 | PTIN |
| Phone | 2067167000 | PhoneNum |
| Preparation | 2023-11-07 | PreparationDt |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 2 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2022 | TaxYr |
| Build TS | 2023-04-26 12:10:37Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Change | Yes (X) | NameChangeInd |
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $1,335,087,353 | FMVAssetsEOYAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Interest On Sav Rev And Expnss | $562,830 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $562,830 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $14,327,290 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $14,327,290 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | -$17,432,883 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $115,209,077 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $0 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $17,334,316 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $17,437,602 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $14,791,553 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $32,327,722 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $1,519,898 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $312,531 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $1,207,366 | CompOfcrDirTrstDsbrsChrtblAmt |
| Oth Empl Slrs Wgs Rev And Expnss | $3,002,067 | OthEmplSlrsWgsRevAndExpnssAmt |
| Oth Empl Slrs Wgs Net Invst Incm | $225,617 | OthEmplSlrsWgsNetInvstIncmAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $2,776,451 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Pension Empl Bnft Rev And Expnss | $1,005,378 | PensionEmplBnftRevAndExpnssAmt |
| Pension Empl Bnft Net Invst Incm | $84,238 | PensionEmplBnftNetInvstIncmAmt |
| Pension Empl Bnft Dsbrs Chrtbl | $925,955 | PensionEmplBnftDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $41,739 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $15,974 | LegalFeesNetInvstIncmAmt |
| Legal Fees Dsbrs Chrtbl | $26,049 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $273,029 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $137,304 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $113,104 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $4,868,419 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $1,525,871 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $3,545,305 | OtherProfFeesDsbrsChrtblAmt |
| Interest Dsbrs Chrtbl | $6,412,010 | InterestDsbrsChrtblAmt |
| Taxes Rev And Expnss | $1,933,601 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $1,194,012 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $2,794 | TaxesDsbrsChrtblAmt |
| Deprec And Dpltn Rev And Expnss | $45,927 | DeprecAndDpltnRevAndExpnssAmt |
| Deprec And Dpltn Net Invst Incm | $0 | DeprecAndDpltnNetInvstIncmAmt |
| Occupancy Rev And Expnss | $407,407 | OccupancyRevAndExpnssAmt |
| Occupancy Net Invst Incm | $0 | OccupancyNetInvstIncmAmt |
| Occupancy Dsbrs Chrtbl | $373,923 | OccupancyDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $468,175 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Net Invst Incm | $4,125 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $423,401 | TravConfMeetingDsbrsChrtblAmt |
| Printing And Pub Rev And Expnss | $2,525 | PrintingAndPubRevAndExpnssAmt |
| Printing And Pub Net Invst Incm | $0 | PrintingAndPubNetInvstIncmAmt |
| Printing And Pub Dsbrs Chrtbl | $2,978 | PrintingAndPubDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $893,422 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $8,536,121 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $851,264 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $14,461,587 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $12,035,793 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $16,660,600 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $76,870,904 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $51,231,751 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $91,332,491 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $12,035,793 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $67,892,351 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$76,540,938 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $20,291,929 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $29,323,729 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $33,605,429 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $33,605,429 | SavAndTempCashInvstEOYFMVAmt |
| Acct Rcvbl | $89,003 | AcctRcvblAmt |
| Acct Rcvbl BOY | $65,535 | AcctRcvblBOYAmt |
| Acct Rcvbl EOY | $89,003 | AcctRcvblEOYAmt |
| Acct Rcvbl EOYFMV | $89,003 | AcctRcvblEOYFMVAmt |
| Other Nts And Loans Rcvbl | $3,431,357 | OtherNtsAndLoansRcvblAmt |
| Other Rcvbl Allwnc Dbtfl Acct | $0 | OtherRcvblAllwncDbtflAcctAmt |
| Other Nts And Loans Rcvbl BOY | $6,414,113 | OtherNtsAndLoansRcvblBOYAmt |
| Other Nts And Loans Rcvbl EOY | $3,431,357 | OtherNtsAndLoansRcvblEOYAmt |
| Other Nts And Loans Rcvbl EOYFMV | $3,431,357 | OtherNtsAndLoansRcvblEOYFMVAmt |
| Prepaid Expenses BOY | $1,570,029 | PrepaidExpensesBOYAmt |
| Prepaid Expenses EOY | $424,374 | PrepaidExpensesEOYAmt |
| Prepaid Expenses EOYFMV | $424,374 | PrepaidExpensesEOYFMVAmt |
| Corporate Stock BOY | $469,349,833 | CorporateStockBOYAmt |
| Corporate Stock EOY | $374,109,837 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $374,109,837 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $363,575,182 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $284,289,464 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $284,289,464 | CorporateBondsEOYFMVAmt |
| Other Investments BOY | $552,111,793 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $508,294,850 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $508,294,850 | OtherInvestmentsEOYFMVAmt |
| Land Bldg Equip Cost Or Other Bss | $1,289,791 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $1,160,736 | LandBldgEquipAccumDeprecAmt |
| Land BOY | $101,540 | LandBOYAmt |
| Land EOY | $129,055 | LandEOYAmt |
| Land EOYFMV | $129,055 | LandEOYFMVAmt |
| Other Assets BOY | $169,772,033 | OtherAssetsBOYAmt |
| Other Assets EOY | $130,713,984 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $130,713,984 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $1,592,283,787 | TotalAssetsBOYAmt |
| Total Assets EOY | $1,335,087,353 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $1,335,087,353 | TotalAssetsEOYFMVAmt |
| Accounts Payable BOY | $2,163,370 | AccountsPayableBOYAmt |
| Accounts Payable EOY | $1,007,730 | AccountsPayableEOYAmt |
| Grants Payable BOY | $61,741,122 | GrantsPayableBOYAmt |
| Grants Payable EOY | $87,675,918 | GrantsPayableEOYAmt |
| Other Liabilities BOY | $14,054,024 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $10,301,375 | OtherLiabilitiesEOYAmt |
| Total Liabilities BOY | $77,958,516 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $98,985,023 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $1,514,325,271 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | $1,236,102,330 | NoDonorRstrNetAssestsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $1,514,325,271 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $1,236,102,330 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $1,592,283,787 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $1,335,087,353 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $1,514,325,271 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$76,540,938 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $1,437,784,333 | SubtotalAmt |
| Other Decreases | $201,682,003 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $1,236,102,330 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (7 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| REALIZED GAINS/(LOSSES) FROM INVESTMENTS | P | 2022-01-01 | 2022-12-31 | $115,209,077 | $120,528,041 | -$5,318,964 | -$5,318,964 |
| REALIZED CAPITAL GAINS | P | 2022-01-01 | 2022-12-31 | $227,804 | $227,804 | ||
| CERBERUS ASIA PARTNERS, L.P. (SERIES TWO) - Gain/Loss on Disposition | P | 2003-08-28 | 2022-12-31 | -$8 | -$8 | ||
| CERBERUS INSTITUTIONAL PARTNERS L.P. (SERIES TWO) - Gain/Loss on Dispositio | P | 2001-10-09 | 2022-12-31 | -$40,336 | -$40,336 | ||
| ENCAP ENERGY CAPITAL FUND VII-B, L.P. - Gain/Loss on Dispositio | P | 2007-06-22 | 2022-12-31 | $1,753 | $1,753 | ||
| PLAINS ALL AMERICAN PIPELINE, L.P. - Gain/Loss on Dispositio | P | 2019-01-01 | 2022-12-31 | $0 | $0 | ||
| REALIZED GAINS/(LOSSES) FROM PARTNERSHIP | P | 2022-01-01 | 2022-12-31 | $3,028,126 | $3,028,126 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | -$2,101,625 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $282,058 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $282,058 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $282,058 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $1,442,494 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $775,000 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $2,217,494 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $1,935,436 | OverpaymentAmt |
| Applied To ES Tax | $1,935,436 | AppliedToESTaxAmt |
| Refund | $0 | RefundAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | Yes (1) | UnrelatedBusIncmOverLimitInd |
| Form990 T Filed | Yes (1) | Form990TFiledInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (1) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | CA | OrgReportOrRegisterStateCd |
| Org Report Or Register State | NY | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | 0 | NewSubstantialContributorsInd |
| Own Controlled Entity | Yes (1) | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | www.jimjosephfoundation.org | WebsiteAddressTxt |
| Individual With Books | DAVID P CARROLL | IndividualWithBooksNm |
| Phone | 4156588730 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 343 Sansome Street Suite 550 | AddressLine1Txt |
| City | San Francisco | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 94104 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | 0 | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | 0 | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | 0 | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | Yes (1) | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | Yes (1) | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | 0 | ActsFailToQlfyAsExceptionsInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | 0 | BusinessHoldingsInd |
| Jeopardy Investments | 0 | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | 0 | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | 0 | InfluenceLegislationInd |
| Influence Election | 0 | InfluenceElectionInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Grants To Organizations | Yes (1) | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Transactions Fail To Qlfy As Exc | 0 | TransactionsFailToQlfyAsExcInd |
| Maintained Expenditure Rspns | Yes (1) | MaintainedExpenditureRspnsInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (15 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| David Agger | ||||||||
| 343 Sansome Street Suite 550 | San Francisco | CA | 94104 | Vice Chair/Director | 2.00 | $27,300 | $0 | $0 |
| Dvora Joseph Davey | ||||||||
| 343 Sansome Street Suite 550 | San Francisco | CA | 94104 | Director | 2.00 | $20,475 | $0 | $0 |
| Alisa Doctoroff | ||||||||
| 343 Sansome Street Suite 550 | San Francisco | CA | 94104 | Chair/Director | 8.00 | $27,300 | $0 | $0 |
| Joshua Foer | ||||||||
| 343 Sansome Street Suite 550 | San Francisco | CA | 94104 | Director | 2.00 | $27,300 | $0 | $0 |
| Shira Goodman | ||||||||
| 343 Sansome Street Suite 550 | San Francisco | CA | 94104 | Director | 2.00 | $27,300 | $0 | $0 |
| Joshua Joseph | ||||||||
| 343 Sansome Street Suite 550 | San Francisco | CA | 94104 | Director | 2.00 | $27,300 | $0 | $0 |
| Laura Lauder | ||||||||
| 343 Sansome Street Suite 550 | San Francisco | CA | 94104 | Director | 2.00 | $20,475 | $0 | $0 |
| Rachel Levin | ||||||||
| 343 Sansome Street Suite 550 | San Francisco | CA | 94104 | Director | 2.00 | $27,300 | $0 | $0 |
| Daniel Safier | ||||||||
| 343 Sansome Street Suite 550 | San Francisco | CA | 94104 | Treasurer/Director | 2.00 | $13,650 | $0 | $0 |
| Jeffrey Schoenfeld | ||||||||
| 343 Sansome Street Suite 550 | San Francisco | CA | 94104 | Director | 2.00 | $27,300 | $0 | $0 |
| Michael Shimansky | ||||||||
| 343 Sansome Street Suite 550 | San Francisco | CA | 94104 | Director | 2.00 | $20,475 | $0 | $0 |
| Jeffrey Solomon | ||||||||
| 343 Sansome Street Suite 550 | San Francisco | CA | 94104 | Secretary/Director | 2.00 | $20,475 | $0 | $0 |
| Barry Finestone | ||||||||
| 343 Sansome Street Suite 550 | San Francisco | CA | 94104 | President/CEO | 40.00 | $739,940 | $149,224 | $18,973 |
| David Carroll | ||||||||
| 343 Sansome Street Suite 550 | San Francisco | CA | 94104 | CFO (from June 2022) | 40.00 | $229,788 | $26,569 | $510 |
| Mary Seabury | ||||||||
| 343 Sansome Street Suite 550 | San Francisco | CA | 94104 | CFO (through June 2022) | 40.00 | $263,519 | $35,032 | $117 |
Compensation Highest Paid Empl CompensationHighestPaidEmplGrp (5 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee BenefitsEmployeeBenefitsAmt | Expense AccountExpenseAccountAmt |
|---|---|---|---|---|---|---|---|---|
| yonah schiller | ||||||||
| 343 SANSOME STREET SUITE 550 | SAN FRANCISCO | CA | 94104 | chIEf research & DEV | 40.00 | $349,252 | $68,853 | $0 |
| DAWNE BEAR NOVICOFF | ||||||||
| 343 SANSOME STREET SUITE 550 | SAN FRANCISCO | CA | 94104 | Chief Operating Offi | 40.00 | $337,220 | $64,659 | $3,195 |
| Joshua Miller | ||||||||
| 343 SANSOME STREET SUITE 550 | SAN FRANCISCO | CA | 94104 | Chief Program Office | 40.00 | $263,034 | $29,580 | $3,760 |
| Stacie Cherner | ||||||||
| 343 SANSOME STREET SUITE 550 | SAN FRANCISCO | CA | 94104 | Director of Learning | 40.00 | $232,556 | $59,946 | $990 |
| SOSSENA WALTER | ||||||||
| 343 SANSOME STREET SUITE 550 | SAN FRANCISCO | CA | 94104 | DIRECTOR OF FINANCE | 40.00 | $211,878 | $40,846 | $450 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Employee Paid Over50k | 15 | OtherEmployeePaidOver50kCnt |
Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp (5 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Service TypeServiceTypeTxt | CompensationCompensationAmt |
|---|---|---|---|---|---|
| Subculture Systems LLC | |||||
| 5870 Benner St 204 | Los Angeles | CA | 90042 | Consulting | $634,266 |
| Leitner Insights LLC | |||||
| 13727 Meadow Lane | Plainfield | IL | 60544 | Consulting | $428,871 |
| RVK Inc | |||||
| 1211 SW 5th Avenue Suite 900 | Portland | OR | 97204 | Investment Management | $362,894 |
| Acadian Asset Management LLC | |||||
| 260 Franklin Street | Boston | MA | 02110 | Investment Management | $275,177 |
| Vulcan Value Partners LLC | |||||
| 2801 Highway 280 South Ste 300 | Birmingham | AL | 35223 | Investment Management | $247,613 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contractor Paid Over50k | 21 | ContractorPaidOver50kCnt |
Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | The 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 | $3,059,771 | Expenses1Amt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $1,006,006,636 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $39,230,698 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $522,088,212 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $1,567,325,546 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $1,567,325,546 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $23,509,883 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $1,543,815,663 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $77,190,783 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $77,190,783 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $282,058 | TaxBasedOnInvestmentIncomeAmt |
| Income Tax | $590,188 | IncomeTaxAmt |
| Total Tax | $872,246 | TotalTaxAmt |
| Distributable Before Adj | $76,318,537 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $3,394,517 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $79,713,054 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $79,713,054 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $67,892,351 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Charitable Assets Acquis Paid | $51,110 | CharitableAssetsAcquisPaidAmt |
| Qualifying Distributions | $67,943,461 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $79,713,054 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr2 | $857,608 | ExcessDistributionCyovYr2Amt |
| Total Excess Distribution Cyov | $857,608 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $67,943,461 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $67,943,461 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $857,608 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $857,608 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $0 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $10,911,985 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $0 | ExcessDistriCyovToNextYrAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (243 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|
| 613 Foundation | |||||||
| 1401 Floral St NW | Washington | DC | 20012 | PC | Jewish Education | $5,000 | |
| A Wider Bridge | |||||||
| 2912 Diamond Street 348 | San Francisco | CA | 94131 | PC | General Operating Support | $5,000 | |
| ALEPH-Alliance for Jewish Renewal | |||||||
| 1351 King George Blvd | Ann Arbor | MI | 48108 | PC | Ordination Program | $35,000 | |
| American Friends Of Beit Hatefutsot | |||||||
| 633 Third Avenue 21st Floor | New York | NY | 10017 | PC | Israel Story Project | $20,000 | |
| American Friends Of Beit Hatefutsot | |||||||
| 633 Third Avenue 21st Floor | New York | NY | 10017 | PC | Jewish Education for North American Visitors | $25,000 | |
| American Friends of Tel Aviv University | |||||||
| 8 West 40th Street 8th Floor | New York | NY | 10018 | PC | Support for U.S. Students | $10,000 | |
| American Jewish Committee | |||||||
| 165 East 56th Street | New York | NY | 10022 | PC | General Operating Support | $5,000 | |
| American Jewish Committee | |||||||
| 165 East 56th Street | New York | NY | 10022 | PC | General Operating Support | $5,000 | |
| American Jewish World Service Inc | |||||||
| 45 West 36th Street | New York | NY | 100187904 | PC | General Operating Support | $10,000 | |
| American Jewish World Service Inc | |||||||
| 45 West 36th Street | New York | NY | 100187904 | PC | General Operating Support | $5,000 | |
| Ammud the JOC Torah Academy Inc | |||||||
| 99 Wall Street Suite 543 | New York | NY | 10005 | PC | General Operating Support | $100,000 | |
| Anti-Defamation League | |||||||
| 605 Third Avenue | New York | NY | 10158 | PC | General Operating Support | $5,000 | |
| Associated Jewish Community Federation of Baltimore Inc | |||||||
| 101 West Mount Royal Avenue | Baltimore | MD | 21201 | PC | Jewish Teen Education and Engagement Initiative | $203,333 | |
| Association Of Jewish Libraries Inc | |||||||
| PO Box 1118 | Teaneck | NJ | 07666 | PC | General Operating Support | $20,000 | |
| At The Well Project Inc | |||||||
| 1140 3rd Street NE | Washington | DC | 20002 | PC | General Operating Support | $600,000 | |
| At The Well Project Inc | |||||||
| 1140 3rd Street NE | Washington | DC | 20002 | PC | General Operating Support | $5,000 | |
| Avodah The Jewish Service Corps | |||||||
| 125 Maiden Lane 8B | New York | NY | 100385041 | PC | Institute for Social Change | $25,000 | |
| Avodah The Jewish Service Corps | |||||||
| 125 Maiden Lane 8B | New York | NY | 100385041 | PC | Institute for Social Change | $250,000 | |
| Avodah The Jewish Service Corps | |||||||
| 125 Maiden Lane 8B | New York | NY | 100385041 | PC | General Operating Support | $10,000 | |
| BaMidbar | |||||||
| 300 S Dahlia St Suite 205 | Denver | CO | 80246 | PC | General Operating Support | $250,000 | |
| Beloved Builders Inc | |||||||
| 123 Cambridge Place | Brooklyn | NY | 11238 | PC | Shefa | $20,000 | |
| Birthright Israel Foundation | |||||||
| 711 Third Avenue 10th Floor | New York | NY | 10017 | PC | Talent Capacity for Immersive Israel Travel | $1,000,000 | |
| Birthright Israel Foundation | |||||||
| 711 Third Avenue 10th Floor | New York | NY | 10017 | PC | General Operating Support | $3,500,000 | |
| Birthright Israel Foundation | |||||||
| 711 Third Avenue 10th Floor | New York | NY | 10017 | PC | General Operating Support | $1,000,000 | |
| Birthright Israel Foundation | |||||||
| 711 Third Avenue 10th Floor | New York | NY | 10017 | PC | General Operating Support | $10,000 | |
| Birthright Israel Foundation | |||||||
| 711 Third Avenue 10th Floor | New York | NY | 10017 | PC | Onward Israel | $190,000 | |
| Birthright Israel Foundation | |||||||
| 711 Third Avenue 10th Floor | New York | NY | 10017 | PC | General Operating Support | $10,000 | |
| Birthright Israel Foundation | |||||||
| 711 Third Avenue 10th Floor | New York | NY | 10017 | PC | Onward Israel | $465,000 | |
| Bnai Brith Youth Organization Inc | |||||||
| 800 Eighth Street NW | Washington | DC | 20001 | PC | General Operating Support | $2,966,666 | |
| Bnai Brith Youth Organization Inc | |||||||
| 800 Eighth Street NW | Washington | DC | 20001 | PC | Diversity, Equity, Inclusion Work | $15,000 | |
| Bnai Brith Youth Organization Inc | |||||||
| 800 Eighth Street NW | Washington | DC | 20001 | PC | Online Marketplace for Freelance Jewish Educators | $95,000 | |
| Board of Jewish Education Inc | |||||||
| 520 Eighth Avenue 15th Floor | New York | NY | 10018 | PC | Field Collaboration | $5,000 | |
| Board of Jewish Education Inc | |||||||
| 520 Eighth Avenue 15th Floor | New York | NY | 10018 | PC | Root One Initiative | $1,000,000 | |
| Board of Jewish Education Inc | |||||||
| 520 Eighth Avenue 15th Floor | New York | NY | 10018 | PC | General operating support | $2,000,000 | |
| Board of Jewish Education Inc | |||||||
| 520 Eighth Avenue 15th Floor | New York | NY | 10018 | PC | Organizational Assessment | $50,000 | |
| Brandeis Hillel Day School - Marin | |||||||
| 180 N San Pedro Road | San Rafael | CA | 94903 | PC | General Operating Support | $20,000 | |
| Brandeis Hillel Day School - Marin | |||||||
| 180 N San Pedro Road | San Rafael | CA | 94903 | PC | Scholarships | $18,000 | |
| Bronfman Youth Fellowships In Israel Inc | |||||||
| 420 Lexington Ave Suite 331 | New York | NY | 10170 | POF | General Operating Support | $25,000 | |
| Brothers for Life | |||||||
| 270 South Hanford Street Suite 207 | Seattle | WA | 98134 | PC | Support for U.S. Trips and Education Programs | $10,000 | |
| Camp Ramah in Northern California | |||||||
| 969-G Edgewater Boulevard Suite 804 | Foster City | CA | 94404 | PC | General Operating Support | $10,000 | |
| Center for Community Stewardship | |||||||
| 116 N Few Street | Madison | WI | 53703 | PC | Tiyuv's Jews of Color Evaluators Cohort | $35,000 | |
| Chabad of Noe Valley Inc | |||||||
| 3771 Cesar Chavez | San Francisco | CA | 94110 | PC | General Operating Support | $5,000 | |
| Chronicle of A People Foundation Inc | |||||||
| 180 S Broadway | White Plains | NY | 10605 | PC | Project with National Archive of Israel | $20,000 | |
| Combined Jewish Philanthropies of Greater Boston Inc | |||||||
| 126 High Street | Boston | MA | 02110 | PC | Education, Israel Experience, and Community Building Initiative | $50,000 | |
| Congregation Beth Israel | |||||||
| 1630 Bancroft Way | Berkeley | CA | 94703 | PC | General Operating Support | $5,000 | |
| Congregation Beth Jacob | |||||||
| 1550 Alameda de las Pulgas | Redwood City | CA | 94061 | PC | Jewish Education | $25,000 | |
| Congregation Beth Shalom | |||||||
| 2010 W Koch Street | Bozeman | MT | 59718 | PC | Montana Teen Jewish Education Program | $40,000 | |
| Congregation Beth Sholom San Francisco | |||||||
| 301 14th Avenue | San Francisco | CA | 94118 | PC | General Operating Support | $10,000 | |
| Congregation B'nai Jeshurun | |||||||
| 270 West 89th Street | New York | NY | 10023 | PC | General Operating Support | $25,000 | |
| Contemporary Jewish Museum | |||||||
| 736 Mission Street | San Francisco | CA | 94103 | PC | General Operating Support | $5,000 | |
| Facing History and Ourselves Inc | |||||||
| 16 Hurd Road | Brookline | MA | 024456919 | PC | Voices From The Holocaust | $30,000 | |
| FJC - A Foundation of Donor Advised Funds | |||||||
| 520 8th Avenue 20th Floor | New York | NY | 10018 | PC | Dismantling Racism Mussar Curriculum and Training | $40,000 | |
| FJC - A Foundation of Donor Advised Funds | |||||||
| 520 8th Avenue 20th Floor | New York | NY | 10018 | PC | Natan Fund | $25,000 | |
| Gather Inc | |||||||
| 1817 M St NW | Washington | DC | 20036 | PC | Scaling Relational Engagement | $100,000 | |
| George Washington University | |||||||
| 1918 F Street NW | Washington | DC | 20052 | PC | CASJE | $300,000 | |
| George Washington University | |||||||
| 1918 F Street NW | Washington | DC | 20052 | PC | Research Fellowship Pilot | $325,000 | |
| George Washington University | |||||||
| 1918 F Street NW | Washington | DC | 20052 | PC | CASJE | $50,000 | |
| George Washington University | |||||||
| 1918 F Street NW | Washington | DC | 20052 | PC | Higher Education in a Complex Multicultural World | $10,000 | |
| Greater Miami Jewish Federation | |||||||
| 4200 Biscayne Blvd | Miami | FL | 331373279 | PC | Miami Jewish Film Festival | $50,000 | |
| Hadassah Foundation Inc | |||||||
| 40 Wall Street | New York | NY | 10005 | PC | General Operating Support | $5,000 | |
| Halachic Education Center Corp | |||||||
| 254 Chestnut St | Englewood | NJ | 07631 | PC | Multi-Media Jewish Educational Platform | $60,000 | |
| Harold Grinspoon Foundation | |||||||
| 67 Hunt Street Suite 100 | Agawam | MA | 01001 | PC | PJ Library's San Francisco Bay Area program | $5,000 | |
| Hazon Inc | |||||||
| 25 Broadway Suite 1700 | New York | NY | 10004 | PC | General Operating Support | $600,000 | |
| Hazon Inc | |||||||
| 25 Broadway Suite 1700 | New York | NY | 10004 | PC | General Operating Support | $10,000 | |
| Hebrew at the Center Inc | |||||||
| 550 Cochituate Road East Wing 4th | Framingham | MA | 01701 | PC | General Operating Support | $10,000 | Floor Suite 25 |
| Hebrew Home for Aged Disabled dba San Francisco Campus for Jewish Living | |||||||
| 302 Silver Ave | San Francisco | CA | 94112 | PC | General Operating Support | $18,000 | |
| Hebrew Union College - Jewish Institute of Religion | |||||||
| One West Fourth Street | New York | NY | 100122286 | PC | Jewish Language Project | $40,000 | |
| Hillel at Davis and Sacramento | |||||||
| 328 A Street | Davis | CA | 95616 | PC | Hillel House UC Davis | $5,000 | |
| Hillel The Foundation for Jewish Campus Life | |||||||
| 800 Eighth Street NW | Washington | DC | 200013724 | PC | Civic Spirit | $5,000 | |
| Hillel The Foundation for Jewish Campus Life | |||||||
| 800 Eighth Street NW | Washington | DC | 200013724 | PC | General Operating Support | $3,800,000 | |
| Hillel The Foundation for Jewish Campus Life | |||||||
| 800 Eighth Street NW | Washington | DC | 200013724 | PC | R&D Research and Assessment | $230,000 | |
| Hillel The Foundation for Jewish Campus Life | |||||||
| 800 Eighth Street NW | Washington | DC | 200013724 | PC | Emergency Support for Ukraine | $75,000 | |
| Hillel The Foundation for Jewish Campus Life | |||||||
| 800 Eighth Street NW | Washington | DC | 200013724 | PC | Building IYUN and Research Study on Rabbis | $700,000 | |
| Honeymoon Israel Foundation Inc | |||||||
| 6070 Whitegate Crossing | East Amherst | NY | 14051 | PC | Capacity Building Support | $790,000 | |
| Ikar | |||||||
| 1737 S La Cienega Blvd | Los Angeles | CA | 90035 | PC | General Operating Support | $18,000 | |
| Institute for Jewish Spirituality | |||||||
| 121 West 27th Street 404 | New York | NY | 10001 | PC | Engaging Young Jews Through Jewish Mindfulness & Spiritual Practice | $500,000 | |
| Institute for the Next Jewish Future | |||||||
| 5472 S Everett Avenue | Chicago | IL | 60615 | PC | Judaism Unbound | $5,000 | |
| Israel Education Resource Center Inc | |||||||
| 95 Revere Drive Suite D | Northbrook | IL | 60062 | PC | Conflict Education | $300,000 | |
| Israel Education Resource Center Inc | |||||||
| 95 Revere Drive Suite D | Northbrook | IL | 60062 | PC | Biennial Conference | $70,000 | |
| Itrek Inc | |||||||
| 1460 Broadway | New York | NY | 10036 | PC | General Operating Support | $10,000 | |
| Jewish Agency for Israel - North American Council | |||||||
| 633 Third Avenue 21st Floor | New York | NY | 10017 | PC | Makom Israeli-Palestinian Conflict Education Initiative | $125,000 | |
| Jewish Agency for Israel - North American Council | |||||||
| 633 Third Avenue 21st Floor | New York | NY | 10017 | PC | Makom Israeli-Palestinian Conflict Education Initiative | $30,000 | |
| Jewish Alliance Inc | |||||||
| 249 Royal Palm Way Ste 301g | Palm Beach | FL | 33480 | PC | Enter: The Jewish Peoplehood Alliance | $25,000 | |
| Jewish Arts Collaborative Inc | |||||||
| 1320 Centre Street Suite 201 | Newton Center | MA | 02459 | PC | General Operating Support | $10,000 | |
| Jewish Big Brother - Sister Association of Greater Boston | |||||||
| 1430 Main Street | Waltham | MA | 02451 | PC | LGBTQ+ Initiative | $5,000 | |
| Jewish Community Alliance of Southern Maine | |||||||
| 1342 Congress Street | Portland | ME | 04102 | PC | PJ Library | $20,000 | |
| Jewish Community Center of San Francisco | |||||||
| 3200 California St | San Francisco | CA | 94118 | PC | General Operating Support | $5,000 | |
| Jewish Community Center of San Francisco | |||||||
| 3200 California St | San Francisco | CA | 94118 | PC | General Operating Support | $40,000 | |
| Jewish Community Centers Association of North America | |||||||
| 520 Eighth Avenue | New York | NY | 10018 | PC | Study of JCCA Executives | $25,000 | |
| Jewish Community Centers Association of North America | |||||||
| 520 Eighth Avenue | New York | NY | 10018 | PC | Project 412 | $1,000,000 | |
| Jewish Community Federation of San Francisco the Peninsula Marin & Sonoma | |||||||
| 121 Steuart Street | San Francisco | CA | 94105 | PC | Jewish Teen Education and Engagement Initiative | $506,882 | |
| Jewish Community Federation of San Francisco the Peninsula Marin & Sonoma | |||||||
| 121 Steuart Street | San Francisco | CA | 94105 | PC | Emergency Funding for Ukraine | $300,000 | |
| Jewish Community Federation of San Francisco the Peninsula Marin & Sonoma | |||||||
| 121 Steuart Street | San Francisco | CA | 94105 | PC | General Operating Support | $650,000 | |
| Jewish Community Federation of San Francisco the Peninsula Marin & Sonoma | |||||||
| 121 Steuart Street | San Francisco | CA | 94105 | PC | General Operating Support | $25,000 | |
| Jewish Community Relations Council of San Francisco Marin & Peninsula | |||||||
| 121 Steuart Street Suite 301 | San Francisco | CA | 94105 | PC | Institute for Curriculum Services | $25,000 | |
| Jewish Community Relations Council of San Francisco Marin & Peninsula | |||||||
| 121 Steuart Street Suite 301 | San Francisco | CA | 94105 | PC | General Operating Support | $50,000 | |
| Jewish Council for Public Affairs | |||||||
| 25 Broadway Suite 1700 | New York | NY | 10004 | PC | Expansion of Work with Jewish Educators and Leaders | $200,000 | |
| Jewish Council for Public Affairs | |||||||
| 25 Broadway Suite 1700 | New York | NY | 10004 | PC | Workshop Support | $5,000 | |
| Jewish Family and Children's Services | |||||||
| 2150 Post Street | San Francisco | CA | 94115 | PC | Children and Youth Initiatives | $10,000 | |
| Jewish Family and Children's Services | |||||||
| 2150 Post Street | San Francisco | CA | 94115 | PC | General Operating Support | $10,000 | |
| Jewish Family and Children's Services | |||||||
| 2150 Post Street | San Francisco | CA | 94115 | PC | General Operating Support | $5,000 | |
| Jewish Federation Council of Greater Los Angeles | |||||||
| 6505 Wilshire Blvd | Los Angeles | CA | 90048 | PC | Jewish Teen Education and Engagement Initiative | $392,871 | |
| Jewish Federation Council of Greater Los Angeles | |||||||
| 6505 Wilshire Blvd | Los Angeles | CA | 90048 | PC | General Operating Support | $16,667 | |
| Jewish Federation Council of Greater Los Angeles | |||||||
| 6505 Wilshire Blvd | Los Angeles | CA | 90048 | PC | Tour de Summer Camp | $2,000 | |
| Jewish Federation of Greater Atlanta Inc | |||||||
| 1440 Spring Street NW | Atlanta | GA | 30309 | PC | Jewish Teen Education and Engagement Initiative | $252,500 | |
| Jewish Federation of Metropolitan Chicago | |||||||
| 30 South Wells Street | Chicago | IL | 60606 | PC | Jewish Teen Education and Engagement Initiative | $353,497 | |
| Jewish Federation of Metropolitan Chicago | |||||||
| 30 South Wells Street | Chicago | IL | 60606 | PC | University of Chicago Hillel | $5,000 | |
| Jewish Federation of Metropolitan Detroit | |||||||
| 6735 Telegraph Road | Bloomfield Hills | MI | 48301 | PC | JLife | $75,000 | |
| Jewish Federation of San Diego County | |||||||
| 4950 Murphy Canyon Road | San Diego | CA | 92123 | PC | Jewish Teen Education and Engagement Initiative | $154,337 | |
| Jewish Federation Of The Berkshires Inc | |||||||
| 196 South Street | Pittsfield | MA | 01201 | PC | General Operating Support | $5,000 | |
| Jewish Foundation of Cincinnati | |||||||
| 8044 Montgomery Road Suite 516 | Cincinnati | OH | 45236 | PF | Jewish Teen Education and Engagement Initiative | $243,393 | |
| Jewish Funders Network | |||||||
| 150 West 30th Street Suite 900 | New York | NY | 10001 | PC | 2022 JFN Conference | $30,000 | |
| Jewish Funders Network | |||||||
| 150 West 30th Street Suite 900 | New York | NY | 10001 | PC | Research and Policy Decisions | $55,375 | |
| Jewish Funders Network | |||||||
| 150 West 30th Street Suite 900 | New York | NY | 10001 | PC | 2023 International Conference | $30,000 | |
| Jewish Story Partners | |||||||
| 546 Alandele Ave | Los Angeles | CA | 900363251 | PC | General Operating Support | $125,000 | |
| Jewish Story Partners | |||||||
| 546 Alandele Ave | Los Angeles | CA | 900363251 | PC | General Operating Support | $25,000 | |
| Jewish Studio Project | |||||||
| 940 Dwight Way 13B | Berkeley | CA | 94710 | PC | General Operating Support | $250,000 | |
| Jewish Studio Project | |||||||
| 940 Dwight Way 13B | Berkeley | CA | 94710 | PC | General Operating Support | $25,000 | |
| Jews of Color Initiative | |||||||
| 1569 Solano Ave 474 | Berkeley | CA | 94707 | PC | Field Building Initiative | $875,000 | |
| JPRO Network Inc | |||||||
| 25 Broadway Suite 1700 | New York | NY | 10004 | PC | General Operating Support | $125,000 | |
| JPRO Network Inc | |||||||
| 25 Broadway Suite 1700 | New York | NY | 10004 | PC | Early Career Fellowship | $190,800 | |
| JTA-MJL New Corp | |||||||
| 24 West 30th Street 4th Floor | New York | NY | 10001 | PC | Capacity Building Support | $500,000 | |
| JTA-MJL New Corp | |||||||
| 24 West 30th Street 4th Floor | New York | NY | 10001 | PC | Digital Summit | $25,000 | |
| Judaic Sacred Music Foundation | |||||||
| 1019 South Corning Street | Los Angeles | CA | 90035 | PC | Young Composers Academy | $20,000 | |
| KESHET INC | |||||||
| 284 Amory Street Suite 4 | Boston | MA | 02130 | PC | Capacity Building Support | $500,000 | |
| KESHET INC | |||||||
| 284 Amory Street Suite 4 | Boston | MA | 02130 | PC | General Operating Support | $10,000 | |
| LAvate | |||||||
| 6167 Barrows Drive | Los Angeles | CA | 90048 | PC | Soho Supperclub | $5,000 | |
| Leading Edge Alliance Inc | |||||||
| 85 Broad Street 16th Floor | New York | NY | 10004 | PC | Proposal Development | $15,000 | |
| Leading Edge Alliance Inc | |||||||
| 85 Broad Street 16th Floor | New York | NY | 10004 | PC | Jews of Color Cohort | $5,000 | |
| Lehrhaus Center For Jewish Life And Learning Inc | |||||||
| 67 Commonwealth Park MA 02459 | West Newton | MA | 02459 | PC | General Operating Support | $25,000 | |
| Lehrhaus Center For Jewish Life And Learning Inc | |||||||
| 67 Commonwealth Park MA 02459 | West Newton | MA | 02459 | PC | General Operating Support | $50,000 | |
| Lehrhaus Center For Jewish Life And Learning Inc | |||||||
| 67 Commonwealth Park MA 02459 | West Newton | MA | 02459 | PC | General Operating Support | $200,000 | |
| Luria Academy of Brooklyn | |||||||
| 238 St Marks Avenue | Brooklyn | NY | 11238 | PC | General Operating Support | $10,000 | |
| M2 The Institute for Experiential Jewish Education | |||||||
| 68 3rd Street | Brooklyn | NY | 11231 | PC | Capacity Building Support | $800,000 | |
| M2 The Institute for Experiential Jewish Education | |||||||
| 68 3rd Street | Brooklyn | NY | 11231 | PC | Jewish Values Based Curriculum | $403,320 | |
| Mechon Hadar | |||||||
| 190 Amsterdam Avenue | New York | NY | 10023 | PC | Capacity Building Support | $1,000,000 | |
| Miami Beach Jewish Community Center Inc | |||||||
| 4221 Pine Tree Drive | Miami Beach | FL | 33140 | PC | General Operating Support | $20,000 | |
| Moishe House | |||||||
| 5802 Monroe Road | Charlotte | NC | 28212 | PC | Scaling and Capacity Building Support | $789,224 | |
| Moishe House | |||||||
| 5802 Monroe Road | Charlotte | NC | 28212 | PC | Jewish Learning Collaborative | $108,750 | |
| Moishe House | |||||||
| 5802 Monroe Road | Charlotte | NC | 28212 | PC | Base Brooklyn | $20,000 | |
| Moishe House | |||||||
| 5802 Monroe Road | Charlotte | NC | 28212 | PC | Emergency Support for Ukraine | $75,000 | |
| Moishe House | |||||||
| 5802 Monroe Road | Charlotte | NC | 28212 | PC | Bay Area | $15,000 | |
| Moving Traditions | |||||||
| 8380 Old York Road Suite 4300 | Elkins Park | PA | 19027 | PC | Capacity Building Support | $200,000 | |
| Museum Of Jewish Heritage A Living Memorial To The Holocaust | |||||||
| 36 Battery Place | New York | NY | 10280 | PC | Exhibit Support | $50,000 | |
| Network for Research in Jewish Education Inc | |||||||
| 4613 N University Drive 348 | Coral Springs | FL | 33067 | PC | National Conference 2022 | $40,000 | |
| Network for Research in Jewish Education Inc | |||||||
| 4613 N University Drive 348 | Coral Springs | FL | 33067 | PC | Prizmah Conference | $14,000 | |
| New Teacher Center | |||||||
| 1205 Pacific Avenue Suite 301 | Santa Cruz | CA | 95060 | PC | Jewish New Teacher Project | $750,000 | |
| New Teacher Center | |||||||
| 1205 Pacific Avenue Suite 301 | Santa Cruz | CA | 95060 | PC | Jewish New Teacher Project | $12,000 | |
| New Venture Fund | |||||||
| 1828 L Street NW Suite 300-A | Washington | DC | 20036 | PC | Safety Respect Equity (SRE) Network | $500,000 | |
| New York University | |||||||
| 547 LaGuardia Pl | New York | NY | 10012 | PC | Abrahamic Youth Council | $100,000 | |
| New York University | |||||||
| 70 Washington Square South 1216 | New York | NY | 10012 | PC | Edgar M. Bronfman Center for Jewish Student Life | $2,000 | |
| NLI USA Inc | |||||||
| 25 West 45th Street Suite 701 | New York | NY | 10036 | PC | Cataloguing, digitizing, research and website creation | $15,000 | |
| OneTable | |||||||
| 79 Madison Avenue | New York | NY | 10016 | PC | General Operating Support | $20,000 | |
| Or HaLev | |||||||
| 340 S Lemon Ave 8404 | Walnut | CA | 91789 | PC | General Operating Support | $5,000 | |
| Oshman Family Jewish Community Center | |||||||
| 3921 Fabian Way | Palo Alto | CA | 94303 | PC | Z3 Conference | $100,000 | |
| PEF Israel Endowment Funds Inc | |||||||
| 630 Third Avenue 15th Floor Suite | New York | NY | 10017 | PC | Jewish Education at the Center for Educational Technology in Israel | $15,000 | 1501 |
| PEF Israel Endowment Funds Inc | |||||||
| 630 Third Avenue 15th Floor Suite | New York | NY | 10017 | PC | Kol Ehad Mimkomo | $5,000 | 1501 |
| Pearlstone Conference & Retreat Center Inc | |||||||
| 5425 Mt Gilead Rd | Reisterstown | MD | 21136 | PC | Hazon - Pearlstone Merger Support | $250,000 | |
| Pearlstone Conference & Retreat Center Inc | |||||||
| 5425 Mt Gilead Rd | Reisterstown | MD | 21136 | PC | Retreat Jewish | $250,000 | |
| President & Trustees Of Colby College | |||||||
| 4000 Mayflower Hill | Waterville | ME | 04901 | PC | Center For Small Town Jewish Life: Makom Fellowship | $100,000 | |
| President & Trustees Of Colby College | |||||||
| 4000 Mayflower Hill | Waterville | ME | 04901 | PC | General Operating Support | $5,000 | |
| Prizmah Center for Jewish Day Schools Inc | |||||||
| 254 West 54th Street 11th Floor | New York | NY | 10019 | PC | General Operating Support | $1,500,000 | |
| Prizmah Center for Jewish Day Schools Inc | |||||||
| 254 West 54th Street 11th Floor | New York | NY | 10019 | PC | Day School Investor Summit | $100,000 | |
| Prizmah Center for Jewish Day Schools Inc | |||||||
| 254 West 54th Street 11th Floor | New York | NY | 10019 | PC | Prizmah Conference 2023 | $100,000 | |
| Reboot Inc | |||||||
| 734 Longmeadow Street Unit 103 | Longmeadow | MA | 01106 | PC | General Operating Support | $900,000 | |
| Reboot Inc | |||||||
| 734 Longmeadow Street Unit 103 | Longmeadow | MA | 01106 | PC | General Operating Support | $25,000 | |
| Reboot Inc | |||||||
| 734 Longmeadow Street Unit 103 | Longmeadow | MA | 01106 | PC | General Operating Support | $20,000 | |
| Regents of the University of California at Berkeley | |||||||
| 1995 University Avenue Suite 400 | Berkeley | CA | 947041070 | PC | General Operating Support | $200,000 | |
| Repair the World Inc | |||||||
| PO Box 2015 | New York | NY | 10101 | PC | OLAM's American Jewish leaders | $25,000 | |
| Repair the World Inc | |||||||
| PO Box 2015 | New York | NY | 10101 | PC | Capacity Building Support | $750,000 | |
| Repair the World Inc | |||||||
| PO Box 2015 | New York | NY | 10101 | PC | Jewish Service Alliance | $400,000 | |
| Repair the World Inc | |||||||
| PO Box 2015 | New York | NY | 10101 | PC | General Operating Support | $15,000 | |
| Repair the World Inc | |||||||
| PO Box 2015 | New York | NY | 10101 | PC | Mensch in South Africa | $5,000 | |
| Repair the World Inc | |||||||
| PO Box 2015 | New York | NY | 10101 | PC | Volunteer education and programs | $25,000 | |
| Repair the World Inc | |||||||
| PO Box 2015 | New York | NY | 10101 | PC | Mensch in South Africa | $5,000 | |
| San Francisco Hillel Jewish Student Center | |||||||
| 33 Banbury Dr | San Francisco | CA | 94132 | PC | Programming at USF | $10,000 | |
| San Francisco Jewish Comm Publications | |||||||
| PO Box 192604 | San Francisco | CA | 941192604 | PC | J. The Jewish News of Northern California | $5,000 | |
| Sefaria Inc | |||||||
| 195 Montague St 14th Floor | Brooklyn | NY | 11201 | PC | General Operating Support | $750,000 | |
| Sefaria Inc | |||||||
| 195 Montague St 14th Floor | Brooklyn | NY | 11201 | PC | General Operating Support | $20,000 | |
| Shazur Interwoven Inc | |||||||
| 530 W 236 Street Apt 1M | Bronx | NY | 10463 | PC | The New Jew US Film Tour | $5,000 | |
| Slingshot Fund Inc | |||||||
| 25 Broadway 9th Floor | New York | NY | 10004 | PC | Slingshot Fellowship | $50,000 | |
| Social Good Fund | |||||||
| PO Box 5473 | Richmond | CA | 94805 | PC | Jewtina Puentes Leadership Fellowship | $30,000 | |
| Social Good Fund | |||||||
| PO Box 5473 | Richmond | CA | 94805 | PC | The Rest of our Lives | $100,000 | |
| Social Good Fund | |||||||
| PO Box 5473 | Richmond | CA | 94805 | PC | Dayenu | $10,000 | |
| Storahtelling Lab Shul Inc | |||||||
| 131 Varick Street Suite 921 | New York | NY | 10013 | PC | General Operating Support | $25,000 | |
| Storahtelling Lab Shul Inc | |||||||
| 131 Varick Street Suite 921 | New York | NY | 10013 | PC | General Operating Support | $5,000 | |
| SVARA | |||||||
| 8643 Drake Avenue | Skokie | IL | 60076 | PC | General Operating Support | $600,000 | |
| Tawonga Jewish Community Corporation | |||||||
| 131 Steuart Street Suite 460 | San Francisco | CA | 94105 | PC | General Operating Support | $5,000 | |
| Temple Beth Am | |||||||
| 1039 S La Cienega Blvd | Los Angeles | CA | 90035 | PC | Jewish Education Programming | $70,000 | |
| The American Jewish Joint Distribution Committee Inc | |||||||
| 220 East 42nd Street Suite 400 | New York | NY | 10017 | PC | Entwine | $150,000 | |
| The American Jewish Joint Distribution Committee Inc | |||||||
| 220 East 42nd Street Suite 400 | New York | NY | 10017 | PC | Entwine | $500,000 | |
| The American Jewish Joint Distribution Committee Inc | |||||||
| 220 East 42nd Street Suite 400 | New York | NY | 10017 | PC | Support for Ukraine Initiatives | $10,000 | |
| The American Jewish Joint Distribution Committee Inc | |||||||
| 220 East 42nd Street Suite 400 | New York | NY | 10017 | PC | Entwine | $10,000 | |
| The Board of Trustees of the Leland Stanford Junior University | |||||||
| 326 Galvez Street | Stanford | CA | 94305 | PC | Research Fund for Concentration in Education and Jewish Studies | $50,000 | |
| The Board of Trustees of the Leland Stanford Junior University | |||||||
| 326 Galvez Street | Stanford | CA | 94305 | PC | Sponsorship for Visiting Israeli Scholar | $25,000 | |
| The Board of Trustees of the Leland Stanford Junior University | |||||||
| 485 Broadway Third Floor | Redwood City | CA | 94063 | PC | Future Work of the Berman Jewish Policy Archive | $22,500 | |
| The Brandeis School of San Francisco | |||||||
| 655 Brotherhood Way | San Francisco | CA | 94132 | PC | Scholarships | $18,000 | |
| The Dorothy K and Myer S Kripke Institute for Jewish Family Literacy | |||||||
| 5110 Densmore Ave | Encino | CA | 91436 | PC | Lehrhaus Project | $25,000 | |
| The Dorothy K and Myer S Kripke Institute for Jewish Family Literacy | |||||||
| 5110 Densmore Ave | Encino | CA | 91436 | PC | Lehrhaus Project | $75,000 | |
| The Jewish Community Day School Inc | |||||||
| 57 Stanley Avenue | Watertown | MA | 02472 | PC | General Operating Support | $10,000 | |
| The Jewish Community High School of the Bay | |||||||
| 1835 Ellis Street | San Francisco | CA | 94115 | PC | General Operating Support | $50,000 | |
| The Jewish Community High School of the Bay | |||||||
| 1835 Ellis Street | San Francisco | CA | 94115 | PC | General Operating Support | $25,000 | |
| The Jewish Community High School of the Bay | |||||||
| 1835 Ellis Street | San Francisco | CA | 94115 | PC | General Operating Support | $18,000 | |
| The Jewish Community High School of the Bay | |||||||
| 1835 Ellis Street | San Francisco | CA | 94115 | PC | Scholarships | $5,000 | |
| The Jewish Federations of North America Inc | |||||||
| 25 Broadway Suite 1700 | New York | NY | 10004 | PC | LiveSecure Growth Plan | $1,000,000 | |
| The Jewish Federations of North America Inc | |||||||
| 25 Broadway Suite 1700 | New York | NY | 10004 | PC | Resiliency Roundtable | $700,000 | |
| The Jewish Federations of North America Inc | |||||||
| 25 Broadway Suite 1700 | New York | NY | 10004 | PC | Israel Travel Alliance | $100,000 | |
| The Miami Foundation | |||||||
| 40 NW 3rd Street Suite 305 | Miami | FL | 33128 | PC | For the Sake of Argument | $550,000 | |
| The Miami Foundation | |||||||
| 40 NW 3rd Street Suite 305 | Miami | FL | 33128 | PC | Research & Design Fellowship | $18,000 | |
| The Miami Foundation | |||||||
| 40 NW 3rd Street Suite 305 | Miami | FL | 33128 | PC | R&D Small Experiments Fund | $525,000 | |
| The Miami Foundation | |||||||
| 40 NW 3rd Street Suite 305 | Miami | FL | 33128 | PC | Research & Design Program Expansion | $7,500 | |
| The Miami Foundation | |||||||
| 40 NW 3rd Street Suite 305 | Miami | FL | 33128 | PC | Synagogue X Fellows | $138,000 | |
| The Miami Foundation | |||||||
| 40 NW 3rd Street Suite 305 | Miami | FL | 33128 | PC | Research & Design Fellowship | $30,600 | |
| The Miami Foundation | |||||||
| 40 NW 3rd Street Suite 305 | Miami | FL | 33128 | PC | Synagogue X Fellows | $30,000 | |
| The Shalom Hartman Institute of North America | |||||||
| 475 Riverside Dr Suite 1450 | New York | NY | 10115 | PC | General Operating Support | $1,500,000 | |
| The Shalom Hartman Institute of North America | |||||||
| 475 Riverside Dr Suite 1450 | New York | NY | 10115 | PC | Hevruta Gap-Year Program | $25,000 | |
| The Shalom Hartman Institute of North America | |||||||
| 475 Riverside Dr Suite 1450 | New York | NY | 10115 | PC | General Operating Support | $25,000 | |
| The Shalom Hartman Institute of North America | |||||||
| 475 Riverside Dr Suite 1450 | New York | NY | 10115 | PC | General Operating Support | $18,000 | |
| The Shalom Hartman Institute of North America | |||||||
| 475 Riverside Dr Suite 1450 | New York | NY | 10115 | PC | iEngage on Campus | $20,000 | |
| The Wexner Foundation | |||||||
| 8000 Walton Parkway Suite 110 | New Albany | OH | 43054 | PF | Wexner Field Fellowship and Alumni Activities | $541,246 | |
| The Working Group | |||||||
| PO Box 70232 | Oakland | CA | 94612 | PC | Film Support | $70,000 | |
| The World Union for Progressive Judaism Ltd | |||||||
| 633 Third Avenue 7th Floor | New York | NY | 10017 | PC | Israel Religious Action Center | $5,000 | |
| The World Union for Progressive Judaism Ltd | |||||||
| 633 Third Avenue 7th Floor | New York | NY | 10017 | PC | Educational Programs at Temple Israel in Cape Town | $50,000 | |
| Tides Center | |||||||
| 1012 Torney Ave | San Francisco | CA | 941291755 | PC | Research on Global Jewish Innovators | $25,000 | |
| Tides Center | |||||||
| 1012 Torney Ave | San Francisco | CA | 941291755 | PC | General Operating Support for Shalom Bayit | $3,000 | |
| United Jewish Appeal Federation of Jewish Philanthropies of NY Inc | |||||||
| 130 East 59th Street | New York | NY | 10022 | PC | New York Commuter Campus Pilot Initiative | $342,790 | |
| United States Holocaust Memorial Museum | |||||||
| 100 Raoul Wallenberg Place SW | Washington | DC | 200242126 | PC | Student Outreach Program | $25,000 | |
| University of San Francisco | |||||||
| 2130 Fulton Street | San Francisco | CA | 94117 | PC | Jewish Studies | $5,000 | |
| Upstart Bay Area | |||||||
| 1111 Broadway 3rd Floor | Oakland | CA | 94607 | PC | General Operating Support | $2,000,000 | |
| Upstart Bay Area | |||||||
| 1111 Broadway 3rd Floor | Oakland | CA | 94607 | PC | Proposal Development | $15,000 | |
| Upstart Bay Area | |||||||
| 1111 Broadway 3rd Floor | Oakland | CA | 94607 | PC | General Operating Support | $10,000 | |
| Urban Adamah | |||||||
| 1151 6th St | Berkeley | CA | 94710 | PC | General Operating Support | $5,000 | |
| Urban Adamah | |||||||
| 1151 6th St | Berkeley | CA | 94710 | PC | General Operating Support | $20,000 | |
| Utah Film Center DBA Salt Lake City Film Center and Artists Collaborative | |||||||
| 50 West Broadway Suite 1125 | Salt Lake City | UT | 84101 | PC | Podcast Support | $10,000 | |
| Village Synagogue Of Los Angeles Inc | |||||||
| 7866 Fountain Avenue | West Hollywood | CA | 90046 | PC | Menorah Lighting Ceremony | $5,000 | |
| Wilderness Torah | |||||||
| 2222 Harold Way Suite SW508 | Berkeley | CA | 94704 | PC | General Operating Support | $10,000 | |
| Witness Institute Inc | |||||||
| 11701 Fulham Street | Silver Spring | MD | 20902 | PC | A Moral Review | $187,500 | |
| Witness Institute Inc | |||||||
| 11701 Fulham Street | Silver Spring | MD | 20902 | PC | General Operating Support | $5,000 | |
| Yeshivat Chovevei Torah Rabbinical School | |||||||
| 3700 Henry Hudson Parkway Second | Riverdale | NY | 10463 | PC | General Operating Support | $150,000 | Floor |
| Yeshivat Chovevei Torah Rabbinical School | |||||||
| 3700 Henry Hudson Parkway Second | Riverdale | NY | 10463 | PC | Market Research on Rabbinic Professional Development Offering | $10,000 | Floor |
| Yeshivat Chovevei Torah Rabbinical School | |||||||
| 3700 Henry Hudson Parkway Second | Riverdale | NY | 10463 | PC | General Operating Support | $250,000 | Floor |
| Yeshivat Maharat Inc | |||||||
| 3700 Henry Hudson Parkway | Bronx | NY | 10463 | PC | Advanced Kollel: Executive Ordination Track | $300,000 | |
| Yeshivat Maharat Inc | |||||||
| 3700 Henry Hudson Parkway | Bronx | NY | 10463 | PC | General Operating Support | $10,000 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $51,231,751 | TotalGrantOrContriPdDurYrAmt |
Grant Or Contri Apprv For Fut GrantOrContriApprvForFutGrp (33 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|
| Associated Jewish Community Federation of Baltimore Inc | |||||||
| 101 West Mount Royal Avenue | Baltimore | MD | 21201 | PC | Jewish Teen Education and Engagement Initiative | $406,667 | |
| At The Well Project Inc | |||||||
| 1140 3rd Street NE | Washington | DC | 20002 | PC | General Operating Support | $900,000 | |
| BaMidbar | |||||||
| 300 S Dahlia St Suite 205 | Denver | CO | 80246 | PC | General Operating Support | $250,000 | |
| Board of Jewish Education Inc | |||||||
| 520 Eighth Avenue 15th Floor | New York | NY | 10018 | PC | Root One Initiative | $2,000,000 | |
| Board of Jewish Education Inc | |||||||
| 520 Eighth Avenue 15th Floor | New York | NY | 10018 | PC | General Operating Support | $2,000,000 | |
| George Washington University | |||||||
| 1918 F Street NW | Washington | DC | 20052 | PC | Research Fellowship Pilot | $1,500,000 | |
| Hillel The Foundation for Jewish Campus Life | |||||||
| 800 Eighth Street NW | Washington | DC | 200013724 | PC | Building IYUN and Research Study on Rabbis | $625,000 | |
| Hillel The Foundation for Jewish Campus Life | |||||||
| 800 Eighth Street NW | Washington | DC | 200013724 | PC | Center for Rabbinic Innovation | $750,000 | |
| Ikar | |||||||
| 1737 S La Cienega Blvd | Los Angeles | CA | 90035 | PC | Jewish Emergent Network | $200,000 | |
| Israel Education Resource Center Inc | |||||||
| 95 Revere Drive Suite D | Northbrook | IL | 60062 | PC | iCenter Conflict Education | $300,000 | |
| Jewish Community Centers Association of North America | |||||||
| 520 Eighth Avenue | New York | NY | 10018 | PC | Project 412 | $2,900,000 | |
| Jewish Council for Public Affairs | |||||||
| 25 Broadway Suite 1700 | New York | NY | 10004 | PC | Expansion of Work with Jewish Educators and Leaders | $500,000 | |
| Jewish Federation of Greater Atlanta Inc | |||||||
| 1440 Spring Street NW | Atlanta | GA | 30309 | PC | Jewish Teen Education and Engagement Initiative | $602,500 | |
| Jewish Funders Network | |||||||
| 150 West 30th Street Suite 900 | New York | NY | 10001 | PC | CANVAS Leadership Development Pilot | $500,000 | |
| Jewish Funders Network | |||||||
| 150 West 30th Street Suite 900 | New York | NY | 10001 | PC | Impala | $200,000 | |
| Jewish Story Partners | |||||||
| 546 Alandele Ave | Los Angeles | CA | 900363251 | PC | General Operating Support | $125,000 | |
| Jewish Studio Project | |||||||
| 940 Dwight Way 13B | Berkeley | CA | 94710 | PC | General Operating Support | $750,000 | |
| JPRO Network Inc | |||||||
| 25 Broadway Suite 1700 | New York | NY | 10004 | PC | General Operating Support | $450,000 | |
| KESHET INC | |||||||
| 284 Amory Street Suite 4 | Boston | MA | 02130 | PC | General Operating Support | $1,950,000 | |
| Moishe House | |||||||
| 5802 Monroe Road | Charlotte | NC | 28212 | PC | General Operating Support | $11,625,000 | |
| Moving Traditions | |||||||
| 8380 Old York Road Suite 4300 | Elkins Park | PA | 19027 | PC | General Operating Support | $1,200,000 | |
| New Teacher Center | |||||||
| 1205 Pacific Avenue Suite 301 | Santa Cruz | CA | 95060 | PC | Jewish New Teacher Project | $1,500,000 | |
| Sefaria Inc | |||||||
| 195 Montague St 14th Floor | Brooklyn | NY | 11201 | PC | General Operating Support | $1,000,000 | |
| The American Jewish Joint Distribution Committee Inc | |||||||
| 220 East 42nd Street Suite 400 | New York | NY | 10017 | PC | Entwine | $400,000 | |
| The American Jewish Joint Distribution Committee Inc | |||||||
| 220 East 42nd Street Suite 400 | New York | NY | 10017 | PC | Entwine | $1,125,000 | |
| The Jewish Federations of North America Inc | |||||||
| 25 Broadway Suite 1700 | New York | NY | 10004 | PC | LiveSecure Growth Plan | $2,000,000 | |
| The Miami Foundation | |||||||
| 40 NW 3rd Street Suite 305 | Miami | FL | 33128 | PC | FOR THE SAKE OF ARGUMENT | $550,000 | |
| The Shalom Hartman Institute of North America | |||||||
| 475 Riverside Dr Suite 1450 | New York | NY | 10115 | PC | Executive Rabbinic Beit Midrash: Mid-Career Cohort | $4,280,000 | |
| The Shalom Hartman Institute of North America | |||||||
| 475 Riverside Dr Suite 1450 | New York | NY | 10115 | PC | General Operating Support | $10,000,000 | |
| Upstart Bay Area | |||||||
| 1111 Broadway 3rd Floor | Oakland | CA | 94607 | PC | General Operating Support | $4,000,000 | |
| Witness Institute Inc | |||||||
| 11701 Fulham Street | Silver Spring | MD | 20902 | PC | A Moral Review | $62,500 | |
| Yeshivat Chovevei Torah Rabbinical School | |||||||
| 3700 Henry Hudson Parkway Second | Riverdale | NY | 10463 | PC | General Operating Support | $250,000 | Floor |
| Yeshivat Maharat Inc | |||||||
| 3700 Henry Hudson Parkway | Bronx | NY | 10463 | PC | Advanced Kollel: Executive Ordination Track | $552,962 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Apprv Fut | $55,454,629 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $562,830 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $14,327,290 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | -$17,432,883 | ExclusionAmt |
Other Revenue Described OtherRevenueDescribedGrp (2 entries)
| DescDesc | ExclusionExclusionCd | ExclusionExclusionAmt |
|---|---|---|
| income from affiliates | 16 | $13,459,413 |
| DEFERRED TAX BENEFIT | 16 | $3,874,903 |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $14,791,553 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $14,791,553 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | 0 | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | 0 | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | 0 | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | 0 | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | 0 | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | 0 | RelationshipsNonchrtblEOInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | TAX AND ACCOUNTING | CategoryTxt |
| Amt | $273,029 | Amt |
| Net Investment Income | $137,304 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $113,104 | DisbursementsCharitablePrpsAmt |
Expenditure Responsibility Stmt ExpenditureResponsibilityStmt
Expenditure Responsibility ExpenditureResponsibilityGrp (3 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | GrantGrantDt | GrantGrantAmt | Purpose Of GrantPurposeOfGrantTxt | Expended By GranteeExpendedByGranteeAmt | Any Diversion By GranteeAnyDiversionByGranteeTxt | Dates Of Reports By GranteeDatesOfReportsByGranteeTxt | Results Of VerificationResultsOfVerificationTxt |
|---|---|---|---|---|---|---|---|---|---|---|
| Bronfman Youth Fellowships in Israel Inc | ||||||||||
| 420 Lexington Avenue Suite 331 | New York | NY | 10170 | 2022-10-27 | $25,000 | Youth Fellowship Program | $25,000 | NONE | The grantee submitted full and complete reports of expenditure on 3/31/2023. | 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 516 | Cincinnati | OH | 45236 | 2021-08-24 | $713,158 | Community Based Jewish Teen Education Initiative. | $359,300 | NONE | The grantee submitted full and complete reports of expenditure on 6/20/2023. | 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 110 | New Albany | OH | 43054 | 2017-12-11 | $3,511,526 | Wexner Field Fellowship and Alumni Support. | $1,637,074 | none | The grantee submitted full and complete reports of expenditure on 11/16/2022 | 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. |
General Explanation Attachment GeneralExplanationAttachment
General Explanation GeneralExplanationGrp (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | Medium ExplanationMediumExplanationTxt | IdentifierIdentifierTxt |
|---|---|---|
| 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 11 | TRANSFERS FROM CONTROLLED ENTITIESINTERLAND CAPITAL343 SANSOME STREET, SUITE 550SAN FRANCISCO, CA 94104S CORPORATION DISTRIBUTION88-0380024$85,559INTERLAND GROWTH, LP2398 E. Camelback ROAD, Suite 200PHOENIX, AZ 85016PARTNERSHIP DISTRIBUTION88-0378850$6,597,825INTERLAND GROWTH II, LLC343 SANSOME STREET, SUITE 550SAN FRANCISCO, CA 94104PARTNERSHIP DISTRIBUTION81-3935519$4,026,572JRT WHARF PLAZA I & II, LLC343 SANSOME STREET, SUITE 550SAN FRANCISCO, CA 94104PARTNERSHIP DISTRIBUTION80-0100507$679,292LIST 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: NO | CONTROLLED ENTITIES |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp (5 entries)
| BondBondNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| Dodge & Cox Income Fund | $133,413,278 | $133,413,278 |
| MACKAY SHIELDS LLC | $49,976,021 | $49,976,021 |
| MassMutual Global Floating Rate Fund I | $48,643,355 | $48,643,355 |
| PIMCO Income Fund Inst Cl | $19,260,683 | $19,260,683 |
| TCW Emerging Markets Income Fund | $32,996,127 | $32,996,127 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (8 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| ACADIAN ACWI EX US SMALL-CAP | $30,427,952 | $30,427,952 |
| ARGA Emerging Markets Equity Fund | $68,301,138 | $68,301,138 |
| Dodge & Cox Int'l Stock Fund | $50,911,355 | $50,911,355 |
| Euro Pacific Growth Fund | $42,607,708 | $42,607,708 |
| GQG Partners Emerging Markets Equity Fund | $41,796,077 | $41,796,077 |
| Sprucegrove US International Inv. Fund | $69,495,753 | $69,495,753 |
| Vanguard S&P 500 ETF | $38,523,888 | $38,523,888 |
| Vulcan Value Partners | $32,045,966 | $32,045,966 |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (60 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| Adage Capital Partners, L.P. | FMV | $98,117,570 | $98,117,570 |
| Ares Pathfinder Fund (Offshore), L.P. | FMV | $10,225,888 | $10,225,888 |
| ATALAYA CAPITAL VI, LLC | FMV | $328,168 | $328,168 |
| BlackRock Russell 2000 Alpha Tilts B | FMV | $28,490,560 | $28,490,560 |
| CA Res Fund Series Bain X-Core | FMV | $186,748 | $186,748 |
| CA Resources Fund Bain Europe III | FMV | $102,693 | $102,693 |
| Carlyle Venture II | FMV | $15,147 | $15,147 |
| Cerberus Inst Overseas IV, Ltd. | FMV | $327,471 | $327,471 |
| Data Collective III, LP | FMV | $5,327,341 | $5,327,341 |
| Data Collective IV, LP | FMV | $6,042,675 | $6,042,675 |
| Elliott International Ltd. | FMV | $21,408,932 | $21,408,932 |
| Encap Energy Capital Fund IX | FMV | $1,341,767 | $1,341,767 |
| EnCAP Energy Capital Fund VIII, L.P. | FMV | $1,306,266 | $1,306,266 |
| ENCAP ENERGY CAPITAL FUND X | FMV | $2,951,877 | $2,951,877 |
| Fortelus Funds Liquidating Trust I | FMV | $1,471 | $1,471 |
| Fortress Credit Opportunities Fund V Expansion (B) | FMV | $5,214,522 | $5,214,522 |
| Fortress Intellectual Property Opportunities Fund II (B) LP | FMV | $498,678 | $498,678 |
| GS Vintage Fund V (Offshore), L.P. | FMV | $82,615 | $82,615 |
| Hellman & Friedman VII | FMV | $594,319 | $594,319 |
| Hellman & Friedman VIII AND IX | FMV | $18,344,522 | $18,344,522 |
| HL SBJF PE Fund LP | FMV | $30,209,053 | $30,209,053 |
| INSIGHT VENTURE PARTNERS IX, L.P | FMV | $8,169,785 | $8,169,785 |
| Kayne Anderson Energy Fund V | FMV | $744,703 | $744,703 |
| Kayne Anderson Energy Fund VI, L.P. | FMV | $163,682 | $163,682 |
| Legacy Venture IV | FMV | $1,497,041 | $1,497,041 |
| Legacy Venture V (QP), LLC | FMV | $2,394,587 | $2,394,587 |
| Legacy Venture VI (QP), LLC | FMV | $9,207,634 | $9,207,634 |
| Legacy Venture VII | FMV | $7,764,849 | $7,764,849 |
| Marlin Equity IV | FMV | $620,574 | $620,574 |
| New Enterprise Assoc. (NEA 14) | FMV | $4,545,033 | $4,545,033 |
| NEW ENTERPRISE ASSOC. (NEA 15) | FMV | $3,680,126 | $3,680,126 |
| NEW WATER CAPITAL PARTNERS, L.P | FMV | $873,363 | $873,363 |
| NORTHGATE VENTURE GROWTH I | FMV | $965,519 | $965,519 |
| NORTHGATE VENTURE GROWTH II | FMV | $284,626 | $284,626 |
| Oaktree Opportunities Fund VIII | FMV | $7,396 | $7,396 |
| Oaktree Opportunities Fund VIII-B | FMV | $442,118 | $442,118 |
| ORBIMED INVESTMENTS | FMV | $16,107,790 | $16,107,790 |
| PIMCO DISCO Fund III Offshore Feeder L.P. | FMV | $1,070,753 | $1,070,753 |
| Pomona Capital V | FMV | $53,511 | $53,511 |
| Renaissance Institutional Equities Fund | FMV | $72,666,707 | $72,666,707 |
| Resource Capital Fund V, L.P. | FMV | $84,380 | $84,380 |
| Resource Capital VI | FMV | $2,300,074 | $2,300,074 |
| REVELATION HEALTHCARE FUND I, L.P | FMV | $2,509,484 | $2,509,484 |
| REVELATION HEALTHCARE FUND II, L.P | FMV | $3,900,165 | $3,900,165 |
| Sankaty Credit Opportunities IV, LP | FMV | $955 | $955 |
| Sentinel Capital Partners V, LP | FMV | $1,010,328 | $1,010,328 |
| Sentinel Capital Partners VI, LP | FMV | $4,040,401 | $4,040,401 |
| Serent Capital II, L.P. | FMV | $2,741,005 | $2,741,005 |
| Serent Capital III, L.P. | FMV | $3,045,985 | $3,045,985 |
| Shepherd Investments Int'l. Ltd.(Stark) | FMV | $16,645 | $16,645 |
| Strategic Value Special Situations Feeder Fund V | FMV | $10,788,993 | $10,788,993 |
| Threshold Ventures I, L.P. | FMV | $4,621,458 | $4,621,458 |
| Threshold Ventures II, L.P. | FMV | $9,766,111 | $9,766,111 |
| Valinor Capital Partners | FMV | $135,092 | $135,092 |
| Vintage Fund of Funds II (Cayman), L.P | FMV | $1,037,612 | $1,037,612 |
| Vintage Fund of Funds III (Cayman), L.P. | FMV | $5,291,119 | $5,291,119 |
| Vintage Secondary Fund III (Cayman), L.P. | FMV | $1,122,181 | $1,122,181 |
| WMQS Global Equity Active Extension Offshore Fund, Ltd | FMV | $82,419,102 | $82,419,102 |
| VPC Asset Backed Opportunistic Credit Fund (Levered_, L.P. | FMV | $8,874,691 | $8,874,691 |
| Sixth Street TAO Partners (C), L.P. | FMV | $2,210,989 | $2,210,989 |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | legal | CategoryTxt |
| Legal Fees | $41,739 | LegalFeesAmt |
| Net Investment Income | $15,974 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $26,049 | DisbursementsCharitablePrpsAmt |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp (3 entries)
| DescDesc | BOY Book ValueBOYBookValueAmt | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| DEPOSITS | $2,755 | $4,015 | $4,015 |
| INVESTMENT IN REAL ESTATE | $169,410,496 | $130,325,924 | $130,325,924 |
| DEFINED BENEFIT PLAN | $358,782 | $384,045 | $384,045 |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | UNREALIZED loss | Desc |
| Amt | $201,682,003 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (20 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| INSURANCE | $94,972 | $0 | $99,075 |
| OFFICE SUPPLIES | $3,956 | $0 | $5,033 |
| BANK FEES | $14,723 | $15 | $14,310 |
| FURNITURE & OFFICE EQUIPMENT | $2,555 | $0 | $3,485 |
| MAIL, COURIER & POSTAGE | $1,424 | $9 | $1,465 |
| TELEPHONE | $27,456 | $3,530 | $23,953 |
| AUTO | $1,609 | $82 | $1,900 |
| MEALS | $28,255 | $852 | $28,831 |
| UTILITIES | $118,578 | $0 | $120,018 |
| SUBScriptions, DUES, & MEMBERSHIPS | $109,445 | $5,709 | $115,061 |
| LICENSES AND FEES | $1,349 | $514 | $835 |
| EDUCATION | $89,868 | $9,572 | $80,405 |
| AUDIT VALUATION | $3,000 | $1,500 | $1,500 |
| MISCELLANEOUS EXPENSE | $21,955 | -$367 | $22,246 |
| COMPUTER/SOFTWARE EXPENSES | $336,910 | $14,389 | $305,306 |
| INVESTMENT ANALYSIS EXPENSES | $4,866 | $4,866 | $0 |
| NET ASSET WRITE OFF | $2,459 | $0 | $0 |
| partnership expenses | $0 | $8,495,450 | $0 |
| EMPLOYEE APPRECIATION | $25,844 | $0 | $23,706 |
| EMPLOYEE CONSUMABLES | $4,198 | $0 | $4,135 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (4 entries)
| DescDesc | Net Investment IncomeNetInvestmentIncomeAmt | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Adjusted Net IncomeAdjustedNetIncomeAmt |
|---|---|---|---|
| partnership income | $14,811,606 | ||
| FOREIGN DIVIDEND INCOME | $2,625,996 | ||
| income from affiliates | $13,459,413 | $13,459,413 | |
| DEFERRED TAX BENEFIT | $3,874,903 | $3,874,903 |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail (2 entries)
| DescDesc | BOY Book ValueBOYBookValueAmt | EOY Book ValueEOYBookValueAmt |
|---|---|---|
| DEFERRED TAX | $13,764,206 | $9,889,303 |
| OTHER LONG TERM LIABILITY | $289,818 | $412,072 |
Other Notes Loans Rcvbl Long Sch OtherNotesLoansRcvblLongSch
Other Notes Loans Rcvbl Long OtherNotesLoansRcvblLongGrp (2 entries)
| Insider RelationshipInsiderRelationshipTxt | Loan OriginalLoanOriginalAmt | Balance DueBalanceDueAmt | NoteNoteDt | Loan MaturityLoanMaturityDt | Repayment TermsRepaymentTermsTxt | InterestInterestRt | Lender ConsiderationLenderConsiderationDesc | Consideration FMVConsiderationFMVAmt |
|---|---|---|---|---|---|---|---|---|
| DAVID TYLER | ||||||||
| NONE | $769,600 | $0 | 2006-03 | 2017-11 | interest payable annually on november 30, principal due on november 30, 2017 | 0.000000000000 | CASH | $0 |
| scott mortimore | ||||||||
| NONE | $60,000 | $0 | 2004-03 | 2012-03 | annual pymts of prin. & int. of $9464.27 and final pymt of $5,385 due 3/1/12 | 0.000000000000 | CASH | $0 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| CONSULTING | $1,029,397 | $12,372 | $1,052,622 |
| investment management fees | $1,513,499 | $1,513,499 | $0 |
| RESEARCH/DEVELOPMENT CONSULTING | $2,325,523 | $0 | $2,492,683 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FEDERAL EXCISE TAXES | $1,930,808 | $0 | $0 |
| FOREIGN TAXES | $0 | $1,194,012 | $0 |
| PROPERTY TAXES | $2,793 | $0 | $2,794 |
Transfers Frm Controlled Entities TransfersFrmControlledEntities
Transfers From Controlled Ent TransfersFromControlledEntGrp (4 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | EINEIN | DescDesc | AmtAmt |
|---|---|---|---|---|---|---|
| INTERLAND CAPITAL | ||||||
| 343 Sansome Street Suite 550 | San Francisco | CA | 94104 | 880380024 | S CORPORATION DISTRIBUTION | $0 |
| INTERLAND GROWTH LP | ||||||
| 2398 E Camelback ROAD Suite 200 | PHOENIX | AZ | 85016 | 880378850 | PARTNERSHIP DISTRIBUTION | $0 |
| JRT Wharf Plaza I & II LLC | ||||||
| 343 Sansome Street Suite 550 | san Francisco | CA | 94104 | 800100507 | PARTNERSHIP DISTRIBUTION | $0 |
| INTERLAND GROWTH II LLC | ||||||
| 343 Sansome Street Suite 550 | San Francisco | CA | 94104 | 813935519 | PARTNERSHIP DISTRIBUTION | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $11,389,248 | TotalAmt |
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