2023-11-14T21:52:24-06:00 2022-12-31 861065772 DELOITTE TAX LLP 1015 2nd Ave Suite 500 SEATTLE WA 98104 990PF 2022-01-01 331114104 THE SHIMON BEN JOSEPH FOUNDATION DBA Jim Joseph Foundation SHIM 4156588730 343 Sansome Street 550 San Francisco CA 94104 David P Carroll cfo 4156588730 2023-11-14 1 David Carroll 999009999 0 JANE M SEARING P00000565 2067167000 2023-11-07 2 AAL1 IAL1 2022 2023-04-26 12:10:37Z X X 1335087353 X X 562830 562830 14327290 14327290 -17432883 115209077 0 17334316 17437602 14791553 32327722 1519898 312531 1207366 3002067 225617 2776451 1005378 84238 925955 41739 15974 26049 273029 137304 113104 4868419 1525871 3545305 6412010 1933601 1194012 2794 45927 0 407407 0 373923 468175 4125 423401 2525 0 2978 893422 8536121 851264 14461587 12035793 16660600 76870904 51231751 91332491 12035793 67892351 -76540938 20291929 29323729 33605429 33605429 89003 65535 89003 89003 3431357 0 6414113 3431357 3431357 1570029 424374 424374 469349833 374109837 374109837 363575182 284289464 284289464 552111793 508294850 508294850 1289791 1160736 101540 129055 129055 169772033 130713984 130713984 1592283787 1335087353 1335087353 2163370 1007730 61741122 87675918 14054024 10301375 77958516 98985023 X 1514325271 1236102330 1514325271 1236102330 1592283787 1335087353 1514325271 -76540938 0 1437784333 201682003 1236102330 REALIZED GAINS/(LOSSES) FROM INVESTMENTS P 2022-01-01 2022-12-31 115209077 120528041 -5318964 -5318964 REALIZED CAPITAL GAINS P 2022-01-01 2022-12-31 227804 227804 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 -40336 -40336 ENCAP ENERGY CAPITAL FUND VII-B, L.P. - Gain/Loss on Dispositio P 2007-06-22 2022-12-31 1753 1753 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 3028126 3028126 -2101625 282058 0 282058 0 282058 1442494 0 775000 0 2217494 X 0 1935436 1935436 0 0 0 0 0 0 0 0 0 1 1 0 1 1 CA NY 1 0 0 1 0 1 www.jimjosephfoundation.org DAVID P CARROLL 4156588730 343 Sansome Street Suite 550 San Francisco CA 94104 0 0 0 1 1 0 0 0 0 0 0 0 0 0 0 0 1 0 0 1 0 0 0 0 David Agger 343 Sansome Street Suite 550 San Francisco CA 94104 Vice Chair/Director 2.00 27300 0 0 Dvora Joseph Davey 343 Sansome Street Suite 550 San Francisco CA 94104 Director 2.00 20475 0 0 Alisa Doctoroff 343 Sansome Street Suite 550 San Francisco CA 94104 Chair/Director 8.00 27300 0 0 Joshua Foer 343 Sansome Street Suite 550 San Francisco CA 94104 Director 2.00 27300 0 0 Shira Goodman 343 Sansome Street Suite 550 San Francisco CA 94104 Director 2.00 27300 0 0 Joshua Joseph 343 Sansome Street Suite 550 San Francisco CA 94104 Director 2.00 27300 0 0 Laura Lauder 343 Sansome Street Suite 550 San Francisco CA 94104 Director 2.00 20475 0 0 Rachel Levin 343 Sansome Street Suite 550 San Francisco CA 94104 Director 2.00 27300 0 0 Daniel Safier 343 Sansome Street Suite 550 San Francisco CA 94104 Treasurer/Director 2.00 13650 0 0 Jeffrey Schoenfeld 343 Sansome Street Suite 550 San Francisco CA 94104 Director 2.00 27300 0 0 Michael Shimansky 343 Sansome Street Suite 550 San Francisco CA 94104 Director 2.00 20475 0 0 Jeffrey Solomon 343 Sansome Street Suite 550 San Francisco CA 94104 Secretary/Director 2.00 20475 0 0 Barry Finestone 343 Sansome Street Suite 550 San Francisco CA 94104 President/CEO 40.00 739940 149224 18973 David Carroll 343 Sansome Street Suite 550 San Francisco CA 94104 CFO (from June 2022) 40.00 229788 26569 510 Mary Seabury 343 Sansome Street Suite 550 San Francisco CA 94104 CFO (through June 2022) 40.00 263519 35032 117 yonah schiller 343 SANSOME STREET SUITE 550 SAN FRANCISCO CA 94104 chIEf research & DEV 40.00 349252 68853 0 DAWNE BEAR NOVICOFF 343 SANSOME STREET SUITE 550 SAN FRANCISCO CA 94104 Chief Operating Offi 40.00 337220 64659 3195 Joshua Miller 343 SANSOME STREET SUITE 550 SAN FRANCISCO CA 94104 Chief Program Office 40.00 263034 29580 3760 Stacie Cherner 343 SANSOME STREET SUITE 550 SAN FRANCISCO CA 94104 Director of Learning 40.00 232556 59946 990 SOSSENA WALTER 343 SANSOME STREET SUITE 550 SAN FRANCISCO CA 94104 DIRECTOR OF FINANCE 40.00 211878 40846 450 15 Subculture Systems LLC 5870 Benner St 204 Los Angeles CA 90042 Consulting 634266 Leitner Insights LLC 13727 Meadow Lane Plainfield IL 60544 Consulting 428871 RVK Inc 1211 SW 5th Avenue Suite 900 Portland OR 97204 Investment Management 362894 Acadian Asset Management LLC 260 Franklin Street Boston MA 02110 Investment Management 275177 Vulcan Value Partners LLC 2801 Highway 280 South Ste 300 Birmingham AL 35223 Investment Management 247613 21 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. 3059771 0 1006006636 39230698 522088212 1567325546 0 0 1567325546 23509883 1543815663 77190783 77190783 282058 590188 872246 76318537 3394517 79713054 0 79713054 67892351 0 51110 67943461 79713054 0 0 857608 857608 67943461 0 0 0 67943461 0 857608 857608 0 0 0 0 0 10911985 0 0 0 X 613 Foundation 1401 Floral St NW Washington DC 20012 PC Jewish Education 5000 A Wider Bridge 2912 Diamond Street 348 San Francisco CA 94131 PC General Operating Support 5000 ALEPH-Alliance for Jewish Renewal 1351 King George Blvd Ann Arbor MI 48108 PC Ordination Program 35000 American Friends Of Beit Hatefutsot 633 Third Avenue 21st Floor New York NY 10017 PC Israel Story Project 20000 American Friends Of Beit Hatefutsot 633 Third Avenue 21st Floor 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Main Street Waltham MA 02451 PC LGBTQ+ Initiative 5000 Jewish Community Alliance of Southern Maine 1342 Congress Street Portland ME 04102 PC PJ Library 20000 Jewish Community Center of San Francisco 3200 California St San Francisco CA 94118 PC General Operating Support 5000 Jewish Community Center of San Francisco 3200 California St San Francisco CA 94118 PC General Operating Support 40000 Jewish Community Centers Association of North America 520 Eighth Avenue New York NY 10018 PC Study of JCCA Executives 25000 Jewish Community Centers Association of North America 520 Eighth Avenue New York NY 10018 PC Project 412 1000000 Jewish Community Federation of San Francisco the Peninsula Marin & Sonoma 121 Steuart Street San Francisco CA 94105 PC Jewish Teen Education and Engagement Initiative 506882 Jewish Community Federation of San Francisco the Peninsula Marin & Sonoma 121 Steuart Street San Francisco CA 94105 PC Emergency Funding for Ukraine 300000 Jewish Community Federation of San 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San Francisco CA 94115 PC General Operating Support 10000 Jewish Family and Children's Services 2150 Post Street San Francisco CA 94115 PC General Operating Support 5000 Jewish Federation Council of Greater Los Angeles 6505 Wilshire Blvd Los Angeles CA 90048 PC Jewish Teen Education and Engagement Initiative 392871 Jewish Federation Council of Greater Los Angeles 6505 Wilshire Blvd Los Angeles CA 90048 PC General Operating Support 16667 Jewish Federation Council of Greater Los Angeles 6505 Wilshire Blvd Los Angeles CA 90048 PC Tour de Summer Camp 2000 Jewish Federation of Greater Atlanta Inc 1440 Spring Street NW Atlanta GA 30309 PC Jewish Teen Education and Engagement Initiative 252500 Jewish Federation of Metropolitan Chicago 30 South Wells Street Chicago IL 60606 PC Jewish Teen Education and Engagement Initiative 353497 Jewish Federation of Metropolitan Chicago 30 South Wells Street Chicago IL 60606 PC University of Chicago Hillel 5000 Jewish Federation of Metropolitan Detroit 6735 Telegraph Road Bloomfield Hills MI 48301 PC JLife 75000 Jewish Federation of San Diego County 4950 Murphy Canyon Road San Diego CA 92123 PC Jewish Teen Education and Engagement Initiative 154337 Jewish Federation Of The Berkshires Inc 196 South Street Pittsfield MA 01201 PC General Operating Support 5000 Jewish Foundation of Cincinnati 8044 Montgomery Road Suite 516 Cincinnati OH 45236 PF Jewish Teen Education and Engagement Initiative 243393 Jewish Funders Network 150 West 30th Street Suite 900 New York NY 10001 PC 2022 JFN Conference 30000 Jewish Funders Network 150 West 30th Street Suite 900 New York NY 10001 PC Research and Policy Decisions 55375 Jewish Funders Network 150 West 30th Street Suite 900 New York NY 10001 PC 2023 International Conference 30000 Jewish Story Partners 546 Alandele Ave Los Angeles CA 900363251 PC General Operating Support 125000 Jewish Story Partners 546 Alandele Ave Los Angeles CA 900363251 PC General Operating Support 25000 Jewish Studio Project 940 Dwight Way 13B Berkeley CA 94710 PC General Operating Support 250000 Jewish Studio Project 940 Dwight Way 13B Berkeley CA 94710 PC General Operating Support 25000 Jews of Color Initiative 1569 Solano Ave 474 Berkeley CA 94707 PC Field Building Initiative 875000 JPRO Network Inc 25 Broadway Suite 1700 New York NY 10004 PC General Operating Support 125000 JPRO Network Inc 25 Broadway Suite 1700 New York NY 10004 PC Early Career Fellowship 190800 JTA-MJL New Corp 24 West 30th Street 4th Floor New York NY 10001 PC Capacity Building Support 500000 JTA-MJL New Corp 24 West 30th Street 4th Floor New York NY 10001 PC Digital Summit 25000 Judaic Sacred Music Foundation 1019 South Corning Street Los Angeles CA 90035 PC Young Composers Academy 20000 KESHET INC 284 Amory Street Suite 4 Boston MA 02130 PC Capacity Building Support 500000 KESHET INC 284 Amory Street Suite 4 Boston MA 02130 PC General Operating Support 10000 LAvate 6167 Barrows Drive Los Angeles CA 90048 PC Soho Supperclub 5000 Leading Edge Alliance Inc 85 Broad Street 16th Floor New York NY 10004 PC Proposal Development 15000 Leading Edge Alliance Inc 85 Broad Street 16th Floor New York NY 10004 PC Jews of Color Cohort 5000 Lehrhaus Center For Jewish Life And Learning Inc 67 Commonwealth Park MA 02459 West Newton MA 02459 PC General Operating Support 25000 Lehrhaus Center For Jewish Life And Learning Inc 67 Commonwealth Park MA 02459 West Newton MA 02459 PC General Operating Support 50000 Lehrhaus Center For Jewish Life And Learning Inc 67 Commonwealth Park MA 02459 West Newton MA 02459 PC General Operating Support 200000 Luria Academy of Brooklyn 238 St Marks Avenue Brooklyn NY 11238 PC General Operating Support 10000 M2 The Institute for Experiential Jewish Education 68 3rd Street Brooklyn NY 11231 PC Capacity Building Support 800000 M2 The Institute for Experiential Jewish Education 68 3rd Street Brooklyn NY 11231 PC Jewish Values Based Curriculum 403320 Mechon Hadar 190 Amsterdam Avenue New York NY 10023 PC Capacity Building Support 1000000 Miami Beach Jewish Community Center Inc 4221 Pine Tree Drive Miami Beach FL 33140 PC General Operating Support 20000 Moishe House 5802 Monroe Road Charlotte NC 28212 PC Scaling and Capacity Building Support 789224 Moishe House 5802 Monroe Road Charlotte NC 28212 PC Jewish Learning Collaborative 108750 Moishe House 5802 Monroe Road Charlotte NC 28212 PC Base Brooklyn 20000 Moishe House 5802 Monroe Road Charlotte NC 28212 PC Emergency Support for Ukraine 75000 Moishe House 5802 Monroe Road Charlotte NC 28212 PC Bay Area 15000 Moving Traditions 8380 Old York Road Suite 4300 Elkins Park PA 19027 PC Capacity Building Support 200000 Museum Of Jewish Heritage A Living Memorial To The Holocaust 36 Battery Place New York NY 10280 PC Exhibit Support 50000 Network for Research in Jewish Education Inc 4613 N University Drive 348 Coral Springs FL 33067 PC National Conference 2022 40000 Network for Research in Jewish Education Inc 4613 N University Drive 348 Coral Springs FL 33067 PC Prizmah Conference 14000 New Teacher Center 1205 Pacific Avenue Suite 301 Santa Cruz CA 95060 PC Jewish New Teacher Project 750000 New Teacher Center 1205 Pacific Avenue Suite 301 Santa Cruz CA 95060 PC Jewish New Teacher Project 12000 New Venture Fund 1828 L Street NW Suite 300-A Washington DC 20036 PC Safety Respect Equity (SRE) Network 500000 New York University 547 LaGuardia Pl New York NY 10012 PC Abrahamic Youth Council 100000 New York University 70 Washington Square South 1216 New York NY 10012 PC Edgar M. Bronfman Center for Jewish Student Life 2000 NLI USA Inc 25 West 45th Street Suite 701 New York NY 10036 PC Cataloguing, digitizing, research and website creation 15000 OneTable 79 Madison Avenue New York NY 10016 PC General Operating Support 20000 Or HaLev 340 S Lemon Ave 8404 Walnut CA 91789 PC General Operating Support 5000 Oshman Family Jewish Community Center 3921 Fabian Way Palo Alto CA 94303 PC Z3 Conference 100000 PEF Israel Endowment Funds Inc 630 Third Avenue 15th Floor Suite 1501 New York NY 10017 PC Jewish Education at the Center for Educational Technology in Israel 15000 PEF Israel Endowment Funds Inc 630 Third Avenue 15th Floor Suite 1501 New York NY 10017 PC Kol Ehad Mimkomo 5000 Pearlstone Conference & Retreat Center Inc 5425 Mt Gilead Rd Reisterstown MD 21136 PC Hazon - Pearlstone Merger Support 250000 Pearlstone Conference & Retreat Center Inc 5425 Mt Gilead Rd Reisterstown MD 21136 PC Retreat Jewish 250000 President & Trustees Of Colby College 4000 Mayflower Hill Waterville ME 04901 PC Center For Small Town Jewish Life: Makom Fellowship 100000 President & Trustees Of Colby College 4000 Mayflower Hill Waterville ME 04901 PC General Operating Support 5000 Prizmah Center for Jewish Day Schools Inc 254 West 54th Street 11th Floor New York NY 10019 PC General Operating Support 1500000 Prizmah Center for Jewish Day Schools Inc 254 West 54th Street 11th Floor New York NY 10019 PC Day School Investor Summit 100000 Prizmah Center for Jewish Day Schools Inc 254 West 54th Street 11th Floor New York NY 10019 PC Prizmah Conference 2023 100000 Reboot Inc 734 Longmeadow Street Unit 103 Longmeadow MA 01106 PC General Operating Support 900000 Reboot Inc 734 Longmeadow Street Unit 103 Longmeadow MA 01106 PC General Operating Support 25000 Reboot Inc 734 Longmeadow Street Unit 103 Longmeadow MA 01106 PC General Operating Support 20000 Regents of the University of California at Berkeley 1995 University Avenue Suite 400 Berkeley CA 947041070 PC General Operating Support 200000 Repair the World Inc PO Box 2015 New York NY 10101 PC OLAM's American Jewish leaders 25000 Repair the World Inc PO Box 2015 New York NY 10101 PC Capacity Building Support 750000 Repair the World Inc PO Box 2015 New York NY 10101 PC Jewish Service Alliance 400000 Repair the World Inc PO Box 2015 New York NY 10101 PC General Operating Support 15000 Repair the World Inc PO Box 2015 New York NY 10101 PC Mensch in South Africa 5000 Repair the World Inc PO Box 2015 New York NY 10101 PC Volunteer education and programs 25000 Repair the World Inc PO Box 2015 New York NY 10101 PC Mensch in South Africa 5000 San Francisco Hillel Jewish Student Center 33 Banbury Dr San Francisco CA 94132 PC Programming at USF 10000 San Francisco Jewish Comm Publications PO Box 192604 San Francisco CA 941192604 PC J. The Jewish News of Northern California 5000 Sefaria Inc 195 Montague St 14th Floor Brooklyn NY 11201 PC General Operating Support 750000 Sefaria Inc 195 Montague St 14th Floor Brooklyn NY 11201 PC General Operating Support 20000 Shazur Interwoven Inc 530 W 236 Street Apt 1M Bronx NY 10463 PC The New Jew US Film Tour 5000 Slingshot Fund Inc 25 Broadway 9th Floor New York NY 10004 PC Slingshot Fellowship 50000 Social Good Fund PO Box 5473 Richmond CA 94805 PC Jewtina Puentes Leadership Fellowship 30000 Social Good Fund PO Box 5473 Richmond CA 94805 PC The Rest of our Lives 100000 Social Good Fund PO Box 5473 Richmond CA 94805 PC Dayenu 10000 Storahtelling Lab Shul Inc 131 Varick Street Suite 921 New York NY 10013 PC General Operating Support 25000 Storahtelling Lab Shul Inc 131 Varick Street Suite 921 New York NY 10013 PC General Operating Support 5000 SVARA 8643 Drake Avenue Skokie IL 60076 PC General Operating Support 600000 Tawonga Jewish Community Corporation 131 Steuart Street Suite 460 San Francisco CA 94105 PC General Operating Support 5000 Temple Beth Am 1039 S La Cienega Blvd Los Angeles CA 90035 PC Jewish Education Programming 70000 The American Jewish Joint Distribution Committee Inc 220 East 42nd Street Suite 400 New York NY 10017 PC Entwine 150000 The American Jewish Joint Distribution Committee Inc 220 East 42nd Street Suite 400 New York NY 10017 PC Entwine 500000 The American Jewish Joint Distribution Committee Inc 220 East 42nd Street Suite 400 New York NY 10017 PC Support for Ukraine Initiatives 10000 The American Jewish Joint Distribution Committee Inc 220 East 42nd Street Suite 400 New York NY 10017 PC Entwine 10000 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 50000 The Board of Trustees of the Leland Stanford Junior University 326 Galvez Street Stanford CA 94305 PC Sponsorship for Visiting Israeli Scholar 25000 The Board of 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Community High School of the Bay 1835 Ellis Street San Francisco CA 94115 PC Scholarships 5000 The Jewish Federations of North America Inc 25 Broadway Suite 1700 New York NY 10004 PC LiveSecure Growth Plan 1000000 The Jewish Federations of North America Inc 25 Broadway Suite 1700 New York NY 10004 PC Resiliency Roundtable 700000 The Jewish Federations of North America Inc 25 Broadway Suite 1700 New York NY 10004 PC Israel Travel Alliance 100000 The Miami Foundation 40 NW 3rd Street Suite 305 Miami FL 33128 PC For the Sake of Argument 550000 The Miami Foundation 40 NW 3rd Street Suite 305 Miami FL 33128 PC Research & Design Fellowship 18000 The Miami Foundation 40 NW 3rd Street Suite 305 Miami FL 33128 PC R&D Small Experiments Fund 525000 The Miami Foundation 40 NW 3rd Street Suite 305 Miami FL 33128 PC Research & Design Program Expansion 7500 The Miami Foundation 40 NW 3rd Street Suite 305 Miami FL 33128 PC Synagogue X Fellows 138000 The Miami Foundation 40 NW 3rd Street Suite 305 Miami FL 33128 PC Research & Design Fellowship 30600 The Miami Foundation 40 NW 3rd Street Suite 305 Miami FL 33128 PC Synagogue X Fellows 30000 The Shalom Hartman Institute of North America 475 Riverside Dr Suite 1450 New York NY 10115 PC General Operating Support 1500000 The Shalom Hartman Institute of North America 475 Riverside Dr Suite 1450 New York NY 10115 PC Hevruta Gap-Year Program 25000 The Shalom Hartman Institute of North America 475 Riverside Dr Suite 1450 New York NY 10115 PC General Operating Support 25000 The Shalom Hartman Institute of North America 475 Riverside Dr Suite 1450 New York NY 10115 PC General Operating Support 18000 The Shalom Hartman Institute of North America 475 Riverside Dr Suite 1450 New York NY 10115 PC iEngage on Campus 20000 The Wexner Foundation 8000 Walton Parkway Suite 110 New Albany OH 43054 PF Wexner Field Fellowship and Alumni Activities 541246 The Working Group PO Box 70232 Oakland CA 94612 PC Film Support 70000 The World Union for 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Proposal Development 15000 Upstart Bay Area 1111 Broadway 3rd Floor Oakland CA 94607 PC General Operating Support 10000 Urban Adamah 1151 6th St Berkeley CA 94710 PC General Operating Support 5000 Urban Adamah 1151 6th St Berkeley CA 94710 PC General Operating Support 20000 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 10000 Village Synagogue Of Los Angeles Inc 7866 Fountain Avenue West Hollywood CA 90046 PC Menorah Lighting Ceremony 5000 Wilderness Torah 2222 Harold Way Suite SW508 Berkeley CA 94704 PC General Operating Support 10000 Witness Institute Inc 11701 Fulham Street Silver Spring MD 20902 PC A Moral Review 187500 Witness Institute Inc 11701 Fulham Street Silver Spring MD 20902 PC General Operating Support 5000 Yeshivat Chovevei Torah Rabbinical School 3700 Henry Hudson Parkway Second Floor Riverdale NY 10463 PC General Operating Support 150000 Yeshivat Chovevei Torah Rabbinical 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15th Floor New York NY 10018 PC General Operating Support 2000000 George Washington University 1918 F Street NW Washington DC 20052 PC Research Fellowship Pilot 1500000 Hillel The Foundation for Jewish Campus Life 800 Eighth Street NW Washington DC 200013724 PC Building IYUN and Research Study on Rabbis 625000 Hillel The Foundation for Jewish Campus Life 800 Eighth Street NW Washington DC 200013724 PC Center for Rabbinic Innovation 750000 Ikar 1737 S La Cienega Blvd Los Angeles CA 90035 PC Jewish Emergent Network 200000 Israel Education Resource Center Inc 95 Revere Drive Suite D Northbrook IL 60062 PC iCenter Conflict Education 300000 Jewish Community Centers Association of North America 520 Eighth Avenue New York NY 10018 PC Project 412 2900000 Jewish Council for Public Affairs 25 Broadway Suite 1700 New York NY 10004 PC Expansion of Work with Jewish Educators and Leaders 500000 Jewish Federation of Greater Atlanta Inc 1440 Spring Street NW Atlanta GA 30309 PC Jewish Teen Education and Engagement Initiative 602500 Jewish Funders Network 150 West 30th Street Suite 900 New York NY 10001 PC CANVAS Leadership Development Pilot 500000 Jewish Funders Network 150 West 30th Street Suite 900 New York NY 10001 PC Impala 200000 Jewish Story Partners 546 Alandele Ave Los Angeles CA 900363251 PC General Operating Support 125000 Jewish Studio Project 940 Dwight Way 13B Berkeley CA 94710 PC General Operating Support 750000 JPRO Network Inc 25 Broadway Suite 1700 New York NY 10004 PC General Operating Support 450000 KESHET INC 284 Amory Street Suite 4 Boston MA 02130 PC General Operating Support 1950000 Moishe House 5802 Monroe Road Charlotte NC 28212 PC General Operating Support 11625000 Moving Traditions 8380 Old York Road Suite 4300 Elkins Park PA 19027 PC General Operating Support 1200000 New Teacher Center 1205 Pacific Avenue Suite 301 Santa Cruz CA 95060 PC Jewish New Teacher Project 1500000 Sefaria Inc 195 Montague St 14th Floor Brooklyn NY 11201 PC General Operating Support 1000000 The American Jewish Joint Distribution Committee Inc 220 East 42nd Street Suite 400 New York NY 10017 PC Entwine 400000 The American Jewish Joint Distribution Committee Inc 220 East 42nd Street Suite 400 New York NY 10017 PC Entwine 1125000 The Jewish Federations of North America Inc 25 Broadway Suite 1700 New York NY 10004 PC LiveSecure Growth Plan 2000000 The Miami Foundation 40 NW 3rd Street Suite 305 Miami FL 33128 PC FOR THE SAKE OF ARGUMENT 550000 The Shalom Hartman Institute of North America 475 Riverside Dr Suite 1450 New York NY 10115 PC Executive Rabbinic Beit Midrash: Mid-Career Cohort 4280000 The Shalom Hartman Institute of North America 475 Riverside Dr Suite 1450 New York NY 10115 PC General Operating Support 10000000 Upstart Bay Area 1111 Broadway 3rd Floor Oakland CA 94607 PC General Operating Support 4000000 Witness Institute Inc 11701 Fulham Street Silver Spring MD 20902 PC A Moral Review 62500 Yeshivat Chovevei Torah Rabbinical School 3700 Henry Hudson Parkway Second Floor Riverdale NY 10463 PC General Operating Support 250000 Yeshivat Maharat Inc 3700 Henry Hudson Parkway Bronx NY 10463 PC Advanced Kollel: Executive Ordination Track 552962 55454629 14 562830 14 14327290 18 -17432883 income from affiliates 16 13459413 DEFERRED TAX BENEFIT 16 3874903 0 14791553 0 14791553 0 0 0 0 0 0 0 0 0 0 TAX AND ACCOUNTING 273029 137304 113104 Bronfman Youth Fellowships in Israel Inc 420 Lexington Avenue Suite 331 New York NY 10170 2022-10-27 25000 Youth Fellowship Program 25000 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 713158 Community Based Jewish Teen Education Initiative. 359300 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 3511526 Wexner Field Fellowship and Alumni Support. 1637074 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. 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. CONTROLLED ENTITIES 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. 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FMV 2210989 2210989 legal 41739 15974 26049 DEPOSITS 2755 4015 4015 INVESTMENT IN REAL ESTATE 169410496 130325924 130325924 DEFINED BENEFIT PLAN 358782 384045 384045 UNREALIZED loss 201682003 INSURANCE 94972 0 99075 OFFICE SUPPLIES 3956 0 5033 BANK FEES 14723 15 14310 FURNITURE & OFFICE EQUIPMENT 2555 0 3485 MAIL, COURIER & POSTAGE 1424 9 1465 TELEPHONE 27456 3530 23953 AUTO 1609 82 1900 MEALS 28255 852 28831 UTILITIES 118578 0 120018 SUBScriptions, DUES, & MEMBERSHIPS 109445 5709 115061 LICENSES AND FEES 1349 514 835 EDUCATION 89868 9572 80405 AUDIT VALUATION 3000 1500 1500 MISCELLANEOUS EXPENSE 21955 -367 22246 COMPUTER/SOFTWARE EXPENSES 336910 14389 305306 INVESTMENT ANALYSIS EXPENSES 4866 4866 0 NET ASSET WRITE OFF 2459 0 0 partnership expenses 0 8495450 0 EMPLOYEE APPRECIATION 25844 0 23706 EMPLOYEE CONSUMABLES 4198 0 4135 partnership income 14811606 FOREIGN DIVIDEND INCOME 2625996 income from affiliates 13459413 13459413 DEFERRED TAX BENEFIT 3874903 3874903 DEFERRED TAX 13764206 9889303 OTHER LONG TERM LIABILITY 289818 412072 DAVID TYLER NONE 769600 0 2006-03 2017-11 interest payable annually on november 30, principal due on november 30, 2017 0.000000000000 CASH 0 scott mortimore NONE 60000 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 CONSULTING 1029397 12372 1052622 investment management fees 1513499 1513499 0 RESEARCH/DEVELOPMENT CONSULTING 2325523 0 2492683 FEDERAL EXCISE TAXES 1930808 0 0 FOREIGN TAXES 0 1194012 0 PROPERTY TAXES 2793 0 2794 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 11389248