SHIMON BEN JOSEPH FOUNDATION: Form 990PF, tax year 2021

View the entire original 990 at ProPublica ↗

Organization
SHIMON BEN JOSEPH FOUNDATION (EIN 33-1114104)
Tax period
2021-01-01 to 2021-12-31
Filed
2022-11-15
IRS object ID
202233199349106338
Schema version
2021v4.2
Source
Download XML · Original 990 at ProPublica

Every field in the e-filed return. Faint text is the IRS element name, for citing.

Return header ReturnHeader

FieldValueIRS element (for citing)
Return2022-11-15T14:33:22-06:00ReturnTs
Tax Period End2021-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN861065772PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1DELOITTE TAX LLPBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line11015 2ND AVE SUITE 500AddressLine1Txt
CitySEATTLECityNm
State AbbreviationWAStateAbbreviationCd
ZIP98104ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2021-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN331114104EIN

Business Name BusinessName

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

US Address USAddress

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

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonBARRY FINESTONEPersonNm
Person TitlePRESIDENTPersonTitleTxt
Phone4156588730PhoneNum
Signature2022-11-13SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Signing Officer SigningOfficerGrp

Person Full Name PersonFullName

FieldValueIRS element (for citing)
Person FirstBARRYPersonFirstNm
Person LastFINESTONEPersonLastNm
FieldValueIRS element (for citing)
SSN999009999SSN

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonJANE M SEARINGPreparerPersonNm
PTINP00000565PTIN
Phone2067167000PhoneNum

Additional Filer Information AdditionalFilerInformation

Trusted Customer TrustedCustomerGrp

FieldValueIRS element (for citing)
Trusted Customer3TrustedCustomerCd
Authentication Assurance LevelAAL1AuthenticationAssuranceLevelCd
Identity Assurance LevelIAL1IdentityAssuranceLevelCd
FieldValueIRS element (for citing)
Tax2021TaxYr
Build TS2022-09-23 18:48:47ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$1,592,283,787FMVAssetsEOYAmt
Method Of Accounting AccrualYes (X)MethodOfAccountingAccrualInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Schedule B Not RequiredYes (X)ScheduleBNotRequiredInd
Interest On Sav Rev And Expnss$37,113InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$37,113InterestOnSavNetInvstIncmAmt
Dividends Rev And Expnss$14,038,225DividendsRevAndExpnssAmt
Dividends Net Invst Incm$14,038,225DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$19,458,537NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$101,680,666GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$106,686,575CapGainNetIncmNetInvstIncmAmt
Other Income Rev And Expnss$6,387,130OtherIncomeRevAndExpnssAmt
Other Income Net Invst Incm$26,687,887OtherIncomeNetInvstIncmAmt
Total Rev And Expnss$39,921,005TotalRevAndExpnssAmt
Total Net Invst Incm$147,449,800TotalNetInvstIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$1,475,193CompOfcrDirTrstRevAndExpnssAmt
Comp Ofcr Dir Trst Net Invst Incm$308,287CompOfcrDirTrstNetInvstIncmAmt
Comp Ofcr Dir Trst Dsbrs Chrtbl$1,166,906CompOfcrDirTrstDsbrsChrtblAmt
Oth Empl Slrs Wgs Rev And Expnss$2,907,113OthEmplSlrsWgsRevAndExpnssAmt
Oth Empl Slrs Wgs Net Invst Incm$211,439OthEmplSlrsWgsNetInvstIncmAmt
Oth Empl Slrs Wgs Dsbrs Chrtbl$2,655,853OthEmplSlrsWgsDsbrsChrtblAmt
Pension Empl Bnft Rev And Expnss$781,882PensionEmplBnftRevAndExpnssAmt
Pension Empl Bnft Net Invst Incm$54,676PensionEmplBnftNetInvstIncmAmt
Pension Empl Bnft Dsbrs Chrtbl$729,261PensionEmplBnftDsbrsChrtblAmt
Legal Fees Rev And Expnss$42,081LegalFeesRevAndExpnssAmt
Legal Fees Net Invst Incm$6,075LegalFeesNetInvstIncmAmt
Legal Fees Dsbrs Chrtbl$35,514LegalFeesDsbrsChrtblAmt
Accounting Fees Rev And Expnss$235,849AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$120,567AccountingFeesNetInvstIncmAmt
Accounting Fees Chrtbl Prps$115,282AccountingFeesChrtblPrpsAmt
Other Prof Fees Rev And Expnss$3,073,539OtherProfFeesRevAndExpnssAmt
Other Prof Fees Net Invst Incm$1,733,086OtherProfFeesNetInvstIncmAmt
Other Prof Fees Dsbrs Chrtbl$1,161,255OtherProfFeesDsbrsChrtblAmt
Interest Dsbrs Chrtbl$6,412,010InterestDsbrsChrtblAmt
Taxes Rev And Expnss$4,376,079TaxesRevAndExpnssAmt
Taxes Net Invst Incm$1,074,056TaxesNetInvstIncmAmt
Taxes Dsbrs Chrtbl$3,261TaxesDsbrsChrtblAmt
Deprec And Dpltn Rev And Expnss$43,724DeprecAndDpltnRevAndExpnssAmt
Deprec And Dpltn Net Invst Incm$0DeprecAndDpltnNetInvstIncmAmt
Occupancy Rev And Expnss$412,906OccupancyRevAndExpnssAmt
Occupancy Net Invst Incm$0OccupancyNetInvstIncmAmt
Occupancy Dsbrs Chrtbl$413,870OccupancyDsbrsChrtblAmt
Trav Conf Meeting Rev And Expnss$79,172TravConfMeetingRevAndExpnssAmt
Trav Conf Meeting Net Invst Incm$370TravConfMeetingNetInvstIncmAmt
Trav Conf Meeting Dsbrs Chrtbl$78,797TravConfMeetingDsbrsChrtblAmt
Printing And Pub Rev And Expnss$2,855PrintingAndPubRevAndExpnssAmt
Printing And Pub Net Invst Incm$0PrintingAndPubNetInvstIncmAmt
Printing And Pub Dsbrs Chrtbl$2,355PrintingAndPubDsbrsChrtblAmt
Other Expenses Rev And Expnss$818,668OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$8,660,367OtherExpensesNetInvstIncmAmt
Other Expenses Dsbrs Chrtbl$802,719OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$14,249,061TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$12,168,923TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$13,577,083TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$65,888,757ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$57,118,438ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$80,137,818TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$12,168,923TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$70,695,521TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses-$40,216,813ExcessRevenueOverExpensesAmt
Net Investment Income$135,280,877NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Sav And Temp Cash Invst BOY$45,096,907SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$29,323,729SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$29,323,729SavAndTempCashInvstEOYFMVAmt
Acct Rcvbl$65,535AcctRcvblAmt
Acct Rcvbl BOY$3,578,231AcctRcvblBOYAmt
Acct Rcvbl EOY$65,535AcctRcvblEOYAmt
Acct Rcvbl EOYFMV$65,535AcctRcvblEOYFMVAmt
Other Nts And Loans Rcvbl$6,414,113OtherNtsAndLoansRcvblAmt
Other Rcvbl Allwnc Dbtfl Acct$0OtherRcvblAllwncDbtflAcctAmt
Other Nts And Loans Rcvbl BOY$7,235,854OtherNtsAndLoansRcvblBOYAmt
Other Nts And Loans Rcvbl EOY$6,414,113OtherNtsAndLoansRcvblEOYAmt
Other Nts And Loans Rcvbl EOYFMV$6,414,113OtherNtsAndLoansRcvblEOYFMVAmt
Prepaid Expenses BOY$117,251PrepaidExpensesBOYAmt
Prepaid Expenses EOY$1,570,029PrepaidExpensesEOYAmt
Prepaid Expenses EOYFMV$1,570,029PrepaidExpensesEOYFMVAmt
Corporate Stock BOY$487,879,968CorporateStockBOYAmt
Corporate Stock EOY$469,349,833CorporateStockEOYAmt
Corporate Stock EOYFMV$469,349,833CorporateStockEOYFMVAmt
Corporate Bonds BOY$318,347,390CorporateBondsBOYAmt
Corporate Bonds EOY$363,575,182CorporateBondsEOYAmt
Corporate Bonds EOYFMV$363,575,182CorporateBondsEOYFMVAmt
Other Investments BOY$430,654,905OtherInvestmentsBOYAmt
Other Investments EOY$552,111,793OtherInvestmentsEOYAmt
Other Investments EOYFMV$552,111,793OtherInvestmentsEOYFMVAmt
Land Bldg Equip Cost Or Other Bss$1,445,429LandBldgEquipCostOrOtherBssAmt
Land Bldg Equip Accum Deprec$1,343,889LandBldgEquipAccumDeprecAmt
Land BOY$137,277LandBOYAmt
Land EOY$101,540LandEOYAmt
Land EOYFMV$101,540LandEOYFMVAmt
Other Assets BOY$169,074,961OtherAssetsBOYAmt
Other Assets EOY$169,772,033OtherAssetsEOYAmt
Other Assets EOYFMV$169,772,033OtherAssetsEOYFMVAmt
Total Assets BOY$1,462,122,744TotalAssetsBOYAmt
Total Assets EOY$1,592,283,787TotalAssetsEOYAmt
Total Assets EOYFMV$1,592,283,787TotalAssetsEOYFMVAmt
Accounts Payable BOY$1,644,015AccountsPayableBOYAmt
Accounts Payable EOY$2,163,370AccountsPayableEOYAmt
Grants Payable BOY$52,456,987GrantsPayableBOYAmt
Grants Payable EOY$61,741,122GrantsPayableEOYAmt
Other Liabilities BOY$12,407,947OtherLiabilitiesBOYAmt
Other Liabilities EOY$14,054,024OtherLiabilitiesEOYAmt
Total Liabilities BOY$66,508,949TotalLiabilitiesBOYAmt
Total Liabilities EOY$77,958,516TotalLiabilitiesEOYAmt
Organization Follows FASB117Yes (X)OrganizationFollowsFASB117Ind
No Donor Rstr Net Assests BOY$1,395,613,795NoDonorRstrNetAssestsBOYAmt
No Donor Rstr Net Assests EOY$1,514,325,271NoDonorRstrNetAssestsEOYAmt
Tot Net Ast Or Fund Balances BOY$1,395,613,795TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$1,514,325,271TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$1,462,122,744TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$1,592,283,787TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$1,395,613,795TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses-$40,216,813ExcessRevenueOverExpensesAmt
Other Increases$158,928,289OtherIncreasesAmt
Subtotal$1,514,325,271SubtotalAmt
Other Decreases$0OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$1,514,325,271TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (5 entries)

PropertyPropertyDescHow AcquiredHowAcquiredCdAcquiredAcquiredDtSoldSoldDtGross Sales PriceGrossSalesPriceAmtCost Or Other BasisCostOrOtherBasisAmtGain Or LossGainOrLossAmtGains Minus Excess Or LossesGainsMinusExcessOrLossesAmt
REALIZED GAINS/(LOSSES) FROM INVESTMENTSP2021-01-012021-12-31$101,680,666$75,267,162$26,413,504$26,413,504
REALIZED CAPITAL GAINSP2021-01-012021-12-31$6,735,438$6,735,438
REALIZED GAINS/(LOSSES) FROM PARTNERSHIPSP2021-01-012021-12-31$73,532,633$73,532,633
NWC REAL ESTATE AIV LP - GAIN/LOSS ON DISPOSITIONP2020-01-012021-12-31$43$43
SHIELD LP - GAIN/LOSS ON DISPOSITIONP2011-06-212021-03-19$4,957$4,957
FieldValueIRS element (for citing)
Capital Gain Net Income$106,686,575CapitalGainNetIncomeAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$1,880,404InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$1,880,404SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$1,880,404TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$822,898EstimatedPlusOvpmtIncmTxAmt
Exempt Frgn Org Tax Wthld At Srce$0ExemptFrgnOrgTaxWthldAtSrceAmt
Extsn Request Income Tax Paid$1,900,000ExtsnRequestIncomeTaxPaidAmt
Backup Withholding Withheld$0BackupWithholdingWithheldAmt
Total Payments And Credits$2,722,898TotalPaymentsAndCreditsAmt
Form2220 AttachedYes (X)Form2220AttachedInd
Es Penalty$0EsPenaltyAmt
Overpayment$842,494OverpaymentAmt
Applied To ES Tax$842,494AppliedToESTaxAmt
Refund$0RefundAmt

Statements Regarding Acty StatementsRegardingActyGrp

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

Location Of Books US Address LocationOfBooksUSAddress

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

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

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

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (11 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
JOSHUA FOER
343 SANSOME STREET SUITE 550SAN FRANCISCOCA94104DIRECTOR2.00$26,000$0$0
DVORA JOSEPH DAVEY
343 SANSOME STREET SUITE 550SAN FRANCISCOCA94104DIRECTOR2.00$26,000$0$0
ALISA ROBBINS DOCTOROFF
343 SANSOME STREET SUITE 550SAN FRANCISCOCA94104CHAIR/DIRECTOR8.00$26,000$0$0
JOSHUA JOSEPH
343 SANSOME STREET SUITE 550SAN FRANCISCOCA94104DIRECTOR2.00$26,000$0$0
DANIEL SAFIER
343 SANSOME STREET SUITE 550SAN FRANCISCOCA94104TREASURER/DIRECTOR2.00$26,000$0$0
DAVID AGGER
343 SANSOME STREET SUITE 550SAN FRANCISCOCA94104VICE CHAIR/DIRECTOR2.00$26,000$0$0
JEFFREY SOLOMON
343 SANSOME STREET SUITE 550SAN FRANCISCOCA94104SECRETARY/DIRECTOR2.00$26,000$0$0
MARY P SEABURY
343 SANSOME STREET SUITE 550SAN FRANCISCOCA94104CFO40.00$367,798$31,708$2,400
LAURA LAUDER
343 SANSOME STREET SUITE 550SAN FRANCISCOCA94104DIRECTOR2.00$26,000$0$0
RACHEL LEVIN
343 SANSOME STREET SUITE 550SAN FRANCISCOCA94104DIRECTOR2.00$26,000$0$0
BARRY FINESTONE
343 SANSOME STREET SUITE 550SAN FRANCISCOCA94104PRESIDENT/CEO40.00$725,000$110,705$3,581

Compensation Highest Paid Empl CompensationHighestPaidEmplGrp (5 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee BenefitsEmployeeBenefitsAmtExpense AccountExpenseAccountAmt
YONAH SCHILLER
343 SANSOME STREET SUITE 550SAN FRANCISCOCA94104CHIEF RESEARCH & DEV40.00$330,400$60,324$3,066
DAWNE BEAR NOVICOFF
343 SANSOME STREET SUITE 550SAN FRANCISCOCA94104CHIEF OPERATING OFFI40.00$318,010$57,955$2,541
JOSHUA MILLER
343 SANSOME STREET SUITE 550SAN FRANCISCOCA94104CHIEF PROGRAM OFFICE40.00$248,880$28,007$4,552
STACIE CHERNER
343 SANSOME STREET SUITE 550SAN FRANCISCOCA94104DIRECTOR OF LEARNING40.00$211,565$56,417$574
SOSSENA WALTER
343 SANSOME STREET SUITE 550SAN FRANCISCOCA94104DIRECTOR OF FINANCE40.00$195,711$39,100$616
FieldValueIRS element (for citing)
Other Employee Paid Over50k13OtherEmployeePaidOver50kCnt

Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp (5 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdService TypeServiceTypeTxtCompensationCompensationAmt
RVK INC
1211 SW 5TH AVENUE SUITE 900PORTLANDOR97204INVESTMENT MANAGEMENT$342,282
VULCAN VALUE PARTNERS LLC
2801 HIGHWAY 280 SOUTH SUITE 300BIRMINGHAMAL35223INVESTMENT MANAGEMENT$328,907
ACADIAN ASSET MANAGEMENT LLC
260 FRANKLIN STREETBOSTONMA02110INVESTMENT MANAGEMENT$280,884
HEIDRICK & STRUGGLES INC
1133 PAYSPHERE CIRCLECHICAGOIL60674CONSULTING$251,799
ROSOV CONSULTING LLC
2095 ROSE STREET SUITE 101BERKELEYCA94709CONSULTING - GRANTS$205,022
FieldValueIRS element (for citing)
Contractor Paid Over50k8ContractorPaidOver50kCnt

Sum Of Program Related Invst SumOfProgramRelatedInvstGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$1,143,106,314AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$43,214,121AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$529,754,604FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$1,716,075,039TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$1,716,075,039AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$25,741,126CashDeemedCharitableAmt
Net Vl Noncharitable Assets$1,690,333,913NetVlNoncharitableAssetsAmt
Minimum Investment Return$84,516,696MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$84,516,696MinimumInvestmentReturnAmt
Tax Based On Investment Income$1,880,404TaxBasedOnInvestmentIncomeAmt
Income Tax$419,670IncomeTaxAmt
Total Tax$2,300,074TotalTaxAmt
Distributable Before Adj$82,216,622DistributableBeforeAdjAmt
Recoveries Qualfied Distri$1,336,967RecoveriesQualfiedDistriAmt
Distributable Before Ded$83,553,589DistributableBeforeDedAmt
Deduction From Distributable$0DeductionFromDistributableAmt
Distributable As Adjusted$83,553,589DistributableAsAdjustedAmt

PF Qualifying Distributions PFQualifyingDistributionsGrp

FieldValueIRS element (for citing)
Expenses And Contributions$70,695,521ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Charitable Assets Acquis Paid$10,000CharitableAssetsAcquisPaidAmt
Qualifying Distributions$70,705,521QualifyingDistributionsAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$83,553,589DistributableAsAdjustedAmt
Undistributed Income PY$0UndistributedIncomePYAmt
Total For Prior Years$0TotalForPriorYearsAmt
Excess Distribution Cyov Yr2$12,370,241ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1$1,335,435ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$13,705,676TotalExcessDistributionCyovAmt
Qualifying Distributions$70,705,521QualifyingDistributionsAmt
Applied To Year1$0AppliedToYear1Amt
Applied To Prior Years$0AppliedToPriorYearsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$70,705,521AppliedToCurrentYearAmt
Remaining Distri From Corpus$0RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus$12,848,068ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$12,848,068ExcessDistributionCyovAppCYAmt
Total Corpus$857,608TotalCorpusAmt
Prior Year Undistributed Incm$0PriorYearUndistributedIncmAmt
Prior Year Deficiency Or Tax$0PriorYearDeficiencyOrTaxAmt
Taxable1$0Taxable1Amt
Taxable2$0Taxable2Amt
Undistributed Income CY$0UndistributedIncomeCYAmt
Corpus Distri170b1 E Or4942g3$0CorpusDistri170b1EOr4942g3Amt
Excess Distri Cyov From Yr5$0ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$857,608ExcessDistriCyovToNextYrAmt
Excess From Year1$857,608ExcessFromYear1Amt

Supplementary Information SupplementaryInformationGrp

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

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (253 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmtAddress Line1RecipientForeignAddress/AddressLine1TxtCityRecipientForeignAddress/CityNmCountryRecipientForeignAddress/CountryCdForeign PostalRecipientForeignAddress/ForeignPostalCdAddress Line2RecipientUSAddress/AddressLine2Txt
ALEPH-ALLIANCE FOR JEWISH RENEWAL
1351 KING GEORGE BLVDANN ARBORMI48108PCGENERAL OPERATING SUPPORT$1,000
AMERICAN JEWISH WORLD SERVICE INC
45 WEST 36TH STREETNEW YORKNY100187904PCGENERAL OPERATING SUPPORT$10,000
AMERICAN JEWISH WORLD SERVICE INC
45 WEST 36TH STREETNEW YORKNY100187904PCGLOBAL JUSTICE FELLOWS$10,000
AMERICAN JEWISH WORLD SERVICE INC
45 WEST 36TH STREETNEW YORKNY100187904PCGENERAL OPERATING SUPPORT$5,000
AMMUD THE JOC TORAH ACADEMY INC
201 WEST 74TH STREET APT 8DNEW YORKNY10023PCGENERAL OPERATING SUPPORT$15,000
ANTI-DEFAMATION LEAGUE
605 THIRD AVENUENEW YORKNY10158PCGENERAL OPERATING SUPPORT$5,000
ASSOCIATED JEWISH COMMUNITY FEDERATION OF BALTIMORE INC
101 WEST MOUNT ROYAL AVENUEBALTIMOREMD21201PCCOMMUNITY-BASED JEWISH TEEN EDUCATION INITIATIVE$334,096
AT THE WELL PROJECT INC
1140 3RD STREET NEWASHINGTONDC20002PCGENERAL OPERATING AND CAPACITY BUILDING$150,000
AT THE WELL PROJECT INC
1140 3RD STREET NEWASHINGTONDC20002PCGENERAL OPERATING SUPPORT$5,000
AUBURN THEOLOGICAL SEMINARY
475 RIVERSIDE DRIVENEW YORKNY10115PCGENERAL OPERATING SUPPORT$5,000
AUBURN THEOLOGICAL SEMINARY
475 RIVERSIDE DRIVENEW YORKNY10115PCGENERAL SUPPORT OF THE FILM, RABBI$25,000
AVODAH THE JEWISH SERVICE CORPS
125 MAIDEN LANE 8BNEW YORKNY100385041PCGENERAL OPERATING SUPPORT$25,000
BELOVED BUILDERS INC
123 CAMBRIDGE PLACEBROOKLYNNY11238PCSHEFA: CONNECT WITH DIVINE FLOW$20,000
BEND THE ARC - A JEWISH PARTNERSHIP FOR JUSTICE
330 7TH AVENUE SUITE 1902NEW YORKNY10001PCGENERAL OPERATING SUPPORT$16,000
BEND THE ARC - A JEWISH PARTNERSHIP FOR JUSTICE
330 7TH AVENUE SUITE 1902NEW YORKNY10001PCA BIGGER AND BETTER BOAT: PHASE 1$12,500
BIRTHRIGHT ISRAEL FOUNDATION
711 THIRD AVENUE 10TH FLOORNEW YORKNY10017PCTALENT CAPACITY FOR IMMERSIVE ISRAEL TRAVEL$480,890
BIRTHRIGHT ISRAEL FOUNDATION
711 THIRD AVENUE 10TH FLOORNEW YORKNY10017PCGENERAL OPERATING SUPPORT$500,000
BIRTHRIGHT ISRAEL FOUNDATION
711 THIRD AVENUE 10TH FLOORNEW YORKNY10017PCGENERAL OPERATING SUPPORT$10,000
BNAI BRITH YOUTH ORGANIZATION INC
800 EIGHTH STREET NWWASHINGTONDC20001PCGENERAL OPERATING SUPPORT$2,966,666
BNAI BRITH YOUTH ORGANIZATION INC
800 EIGHTH STREET NWWASHINGTONDC20001PCBBYO/JCCA WELLNESS PILOT$40,000
BOARD OF JEWISH EDUCATION INC
520 EIGHTH AVENUE 15TH FLOORNEW YORKNY10018PCGENERAL OPERATING SUPPORT$1,000,000
BOARD OF JEWISH EDUCATION INC
520 EIGHTH AVENUE 15TH FLOORNEW YORKNY10018PCJCRIF: TRANSFORMING ONLINE JEWISH LEARNING$150,000
BOARD OF JEWISH EDUCATION INC
520 EIGHTH AVENUE 15TH FLOORNEW YORKNY10018PCJEWISH EDUCATOR PORTAL$250,000
BOARD OF JEWISH EDUCATION INC
520 EIGHTH AVENUE 15TH FLOORNEW YORKNY10018PCFIELD COLLABORATION$55,000
BRANDEIS HILLEL DAY SCHOOL - MARIN
180 N SAN PEDRO ROADSAN RAFAELCA94903PCGENERAL OPERATING SUPPORT$25,000
BRANDEIS HILLEL DAY SCHOOL - MARIN
180 N SAN PEDRO ROADSAN RAFAELCA94903PCGENERAL OPERATING SUPPORT$2,500
BRANDEIS HILLEL DAY SCHOOL - MARIN
180 N SAN PEDRO ROADSAN RAFAELCA94903PCGENERAL OPERATING SUPPORT$11,000
BRANDEIS HILLEL DAY SCHOOL - MARIN
180 N SAN PEDRO ROADSAN RAFAELCA94903PCGENERAL OPERATING SUPPORT$18,000
BRANDEIS HILLEL DAY SCHOOL - MARIN
180 N SAN PEDRO ROADSAN RAFAELCA94903PCSCHOLARSHIPS$9,000
BRONFMAN YOUTH FELLOWSHIPS IN ISRAEL INC
418 BROADWAY 2ND FLOORALBANYNY12207POFGENERAL OPERATING SUPPORT$5,000
BRONFMAN YOUTH FELLOWSHIPS IN ISRAEL INC
418 BROADWAY 2ND FLOORALBANYNY12207POFPILOT PROJECT STRENGTHENING THE BRONFMAN ALUMNI LEADERSHIP PIPELINE$100,000
BRONFMAN YOUTH FELLOWSHIPS IN ISRAEL INC
418 BROADWAY 2ND FLOORALBANYNY12207POFGENERAL OPERATING SUPPORT$25,000
CAMP RAMAH IN NORTHERN CALIFORNIA
969-G EDGEWATER BOULEVARD SUITE 804FOSTER CITYCA94404PCGENERAL OPERATING SUPPORT$10,000
CAMP YOUNG JUDAEA MIDWEST INC
60 REVERE DRIVE SUITE 800NORTHBROOKIL60062PCGENERAL OPERATING SUPPORT$5,000
CAMP YOUNG JUDAEA MIDWEST INC
60 REVERE DRIVE SUITE 800NORTHBROOKIL60062PCGENERAL OPERATING SUPPORT$5,400
CENTER FOR COMMUNITY STEWARDSHIP
354 W MAIN ST SUITE 122MADISONWI53703PCCULTURALLY RESPONSIVE EVALUATION TRAINING$33,000
CENTRAL CONFERENCE OF AMERICAN RABBIS
355 LEXINGTON AVE 8TH FLOORNEW YORKNY10017PCRABBINIC WELLNESS SUPPORT$100,000
CHABAD OF NOE VALLEY INC
3771 CESAR CHAVEZSAN FRANCISCOCA94110PCGENERAL OPERATING SUPPORT$5,000
CHALLAH FOR HUNGER
333 E LANCASTER AVE SUITE C 320WYNNEWOODPA19096PCCAPACITY BUILDING SUPPORT$75,000
COLUMBIA BARNARD HILLEL INC
606 WEST 115TH STREETNEW YORKNY10025PCGENERAL OPERATING SUPPORT$2,000
COMBINED JEWISH PHILANTHROPIES OF GREATER BOSTON INC
126 HIGH STREETBOSTONMA02110PCCOMMUNITY-BASED JEWISH TEEN EDUCATION INITIATIVE RENEWAL$269,750
COMMITTEE FOR CATSKILL RESORT MUSEUM
POST OFFICE BOX 45ELLENVILLENY12428PCTHE BORSCHT BELT POP-UP MUSEUM$25,000
COMMUNITY INITIATIVES
1000 BROADWAY SUITE 480OAKLANDCA94607PCCROSS COMMUNITY EVALUATION OF THE COMMUNITY-BASED JEWISH TEEN EDUCATION AND ENGAGEMENT INITIATIVE$38,750
COMMUNITY INITIATIVES
1000 BROADWAY SUITE 480OAKLANDCA94607PCJCRIF: YOUTH MENTAL HEALTH FIRST AID TRAINING FOR JEWISH PROFESSIONALS$100,000
COMMUNITY INITIATIVES
1000 BROADWAY SUITE 480OAKLANDCA94607PCRESILIENCY ROUNDTABLE CONSULTANCY$6,600
CONGREGATION BETH JACOB
1550 ALAMEDA DE LAS PULGASREDWOOD CITYCA94061PCGROWTH AND EXPANSION OF DEI$25,000
CONGREGATION BETH SHALOM
2010 W KOCH STREETBEZMONMT59718PCMONTANA TEEN JEWISH EDUCATION PROGRAM$50,000
CONGREGATION BETH SHOLOM SAN FRANCISCO
301 14TH AVENUESAN FRANCISCOCA94118PCGENERAL OPERATING SUPPORT$10,000
CONGREGATION BETH SHOLOM SAN FRANCISCO
301 14TH AVENUESAN FRANCISCOCA94118PCGENERAL OPERATING SUPPORT$10,000
CONGREGATION B'NAI JESHURUN
270 WEST 89TH STREETNEW YORKNY10023PCGENERAL OPERATING SUPPORT$25,000
CONGREGATION KEHILLATH ISRAEL
384 HARVARD STREETBROOKLINEMA02446PCBASE BSTN$1,800
CONTEMPORARY JEWISH MUSEUM
736 MISSION STREETSAN FRANCISCOCA94103PCGENERAL OPERATING SUPPORT$5,000
COUNCIL OF AMERICAN JEWISH MUSEUMS INC
PO BOX 12025JACKSONMS39236PCCHRONICLING THE IMPACT OF THE COVID-19 PANDEMIC ON THE JEWISH COMMUNITY AND THE JEWISH COMMUNITYS RESPONSE$80,000
CUSTOM AND CRAFT JEWISH RITUALS INC
269 VARICK STREET 5EJERSEY CITYCA07302PCDIY JEWISH NETWORK$900,000
DARIM ONLINE
1600 WARREN AVE NSEATTLEWA98109PCJCRIF: THE BIG BOLD JEWISH CLIMATE FEST$40,000
DARIM ONLINE
1600 WARREN AVE NSEATTLEWA98109PCJCRIF GAP YEAR MARKETING STRATEGY$50,000
DARIM ONLINE
1600 WARREN AVE NSEATTLEWA98109PCJCRIF: HIGH HOLY DAYS$30,000
FACING HISTORY AND OURSELVES INC
16 HURD ROADBROOKLINEMA024456919PCGENERAL OPERATING SUPPORT$5,000
FEDERATION CJA (MONTREAL JEWISH FEDERATION)
PCJCRIF: MARKET RESEARCH WITH THE ROSOV CONSULTING GROUP$35,0005151 SAINT-CATHERINE ST WMONTREALCAH3W 1M6
FJC - A FOUNDATION OF DONOR ADVISED FUNDS
520 8TH AVENUE 20TH FLOORNEW YORKNY10018PCSUPPORT OF EINAYICH YONIM FELLOWSHIP$8,100
FJC - A FOUNDATION OF DONOR ADVISED FUNDS
520 8TH AVENUE 20TH FLOORNEW YORKNY10018PCPILOT TRAININGS FOR ANTIRACIST MUSSAR CURRICULUM$25,000
FJC - A FOUNDATION OF DONOR ADVISED FUNDS
520 8TH AVENUE 20TH FLOORNEW YORKNY10018PCJCRIF - ALIGNED GRANT FUND MANAGEMENT AND ADMINISTRATION$23,434
FJC - A FOUNDATION OF DONOR ADVISED FUNDS
520 8TH AVENUE 20TH FLOORNEW YORKNY10018PCGENERAL OPERATING SUPPORT OF THE WITNESS INSTITUTE$25,000
FJC - A FOUNDATION OF DONOR ADVISED FUNDS
520 8TH AVENUE 20TH FLOORNEW YORKNY10018PCGENERAL OPERATING SUPPORT OF THE WITNESS INSTITUTE$5,000
FOUNDATION FOR JEWISH CAMP INC
253 WEST 35TH ST 4TH FLOORNEW YORKNY10001PCSPECIALTY CAMP INCUBATOR III$500,000
FOUNDATION FOR JEWISH CAMP INC
253 WEST 35TH ST 4TH FLOORNEW YORKNY10001PCJCRIF: EMERGENCY FUNDING FOR CAPACITY EXPANSION AND AFFORDABILITY$500,000
FOUNDATION FOR JEWISH CAMP INC
253 WEST 35TH ST 4TH FLOORNEW YORKNY10001PCGENERAL OPERATING SUPPORT$3,000,000
GANN ACADEMY THE NEW JEWISH HIGH SCHOOL OF GREATER BOSTON INC
333 FOREST STREETWALTHAMMA02452PCGENERAL OPERATING SUPPORT$5,000
GATHER INC
1817 M ST NWWASHINGTONDC20036PCJCRIF RESET: SCALING RELATIONAL ENGAGEMENT$100,000
GEORGE WASHINGTON UNIVERSITY
1918 F STREET NWWASHINGTONDC20052PCCASJE CORE OPERATING$300,000
GEORGE WASHINGTON UNIVERSITY
1918 F STREET NWWASHINGTONDC20052PCCASJE CAPACITY BUILDING SUPPORT$7,000
GEORGE WASHINGTON UNIVERSITY
2134 G STREET NW ROOM 218WASHINGTONDC20052PCCONSORTIUM FOR APPLIED STUDIES IN JEWISH EDUCATION (CASJE) 2.0$253,040
GREATER MIAMI JEWISH FEDERATION
4200 BISCAYNE BLVDMIAMIFL331373279PCMIAMI JEWISH FILM FESTIVAL$25,000
GREATER MIAMI JEWISH FEDERATION
4200 BISCAYNE BLVDMIAMIFL331373279PCMIAMI JEWISH FILM FESTIVAL$25,000
HADASSAH FOUNDATION INC
40 WALL STREETNEW YORKNY10005PCGENERAL OPERATING SUPPORT$5,000
HAROLD GRINSPOON FOUNDATION
67 HUNT STREET SUITE 100AGAWAMMA01001PCPJ LIBRARY ALLIANCE$500,000
HAROLD GRINSPOON FOUNDATION
67 HUNT STREET SUITE 100AGAWAMMA01001PCPJ LIBRARY'S SAN FRANCISCO BAY AREA PROGRAM$5,000
HAZON INC
25 BROADWAY SUITE 1700NEW YORKNY10004PCGENERAL OPERATING SUPPORT$1,200,000
HEBREW AT THE CENTER INC
550 COCHITUATE ROAD EAST WING 4THFRAGMINGHAMMA01701PCGENERAL OPERATING SUPPORT$10,000FLOOR SUITE 25
HEBREW COLLEGE
160 HERRICK ROADNEWTON CENTREMA02459PCCASE STUDY WITH HEBREW COLLEGE$38,500
HILLEL HOUSE AT THE UNIVERSITY OF MASS AT AMHERST
388 N PLEASANT STREETAMHERSTMA01002PCGENERAL OPERATING SUPPORT$5,000
HILLEL THE FOUNDATION FOR JEWISH CAMPUS LIFE
800 EIGHTH STREET NWWASHINGTONDC200013724PCCAPACITY BUILDING SUPPORT$125,000
HILLEL THE FOUNDATION FOR JEWISH CAMPUS LIFE
800 EIGHTH STREET NWWASHINGTONDC200013724PCJCRIF: GAP YEAR NETWORK$4,575
HILLEL THE FOUNDATION FOR JEWISH CAMPUS LIFE
800 EIGHTH STREET NWWASHINGTONDC200013724PCGENERAL SUPPORT OF CIVIC SPIRIT$5,000
HILLEL THE FOUNDATION FOR JEWISH CAMPUS LIFE
800 EIGHTH STREET NWWASHINGTONDC200013724PCGENERAL SUPPORT OF BASE BROOKLYN$20,000
HILLEL THE FOUNDATION FOR JEWISH CAMPUS LIFE
800 EIGHTH STREET NWWASHINGTONDC200013724PCGENERAL OPERATING SUPPORT$3,800,000
HILLEL THE FOUNDATION FOR JEWISH CAMPUS LIFE
800 EIGHTH STREET NWWASHINGTONDC200013724PCJCRIF: RENEWAL SUPPORT FOR TRAINING JEWISH SPIRITUAL LEADERS TO RESPOND TO CRISIS-PROJECT USHA$100,000
HONEYMOON ISRAEL FOUNDATION INC
6070 WHITEGATE CROSSINGEAST AMHERSTNY14051PCGENERAL OPERATING AND CAPACITY BUILDING$500,000
IKAR
1737 S LA CIENEGA BLVDLOS ANGELESCA90035PCGENERAL OPERATING SUPPORT$18,000
INSTITUTE FOR JEWISH SPIRITUALITY
121 WEST 27TH STREET 404NEW YORKNY10001PCPLANNING SUPPORT FOR BUSINESS AND STRATEGIC PLANNING CONSULTANCY$20,000
ISRAEL EDUCATION RESOURCE CENTER INC
95 REVERE DRIVE SUITE DNORTHBROOKIL60062PCGENERAL OPERATING SUPPORT$750,000
ISRAEL EDUCATION RESOURCE CENTER INC
95 REVERE DRIVE SUITE DNORTHBROOKIL60062PCGENERAL OPERATING SUPPORT$1,000,000
ITREK INC
1460 BROADWAYNEW YORKNY10036PCGENERAL OPERATING SUPPORT$10,000
JEWISH AGENCY FOR ISRAEL - NORTH AMERICAN COUNCIL
633 THIRD AVENUE 21ST FLOORNEW YORKNY10017PCMAKOM 4HQ AT MOISHE HOUSE$36,655
JEWISH AGENCY FOR ISRAEL - NORTH AMERICAN COUNCIL
633 THIRD AVENUE 21ST FLOORNEW YORKNY10017PCMAKOM ISRAELI-PALESTINIAN CONFLICT EDUCATION INITIATIVE$125,000
JEWISH ALLIANCE INC
249 ROYAL PALM WAY STE 301GPALM BEACHFL33480PCGENERAL OPERATING SUPPORT FOR ENTER: THE JEWISH PEOPLEHOOD ALLIANCE$75,000
JEWISH CENTER FOR JUSTICE
11960 SUNSET BLVDLOS ANGELESCA90049PCCOLLEGE PROGRAMS$20,000
JEWISH COMMUNITY ALLIANCE OF SOUTHERN MAINE
1342 CONGRESS STREETPORTLANDME04102PCPJ LIBRARY$20,000
JEWISH COMMUNITY CENTER OF SAN FRANCISCO
3200 CALIFORNIA STSAN FRANCISCOCA94118PCGENERAL OPERATING SUPPORT$36,000
JEWISH COMMUNITY CENTERS ASSOCIATION OF NORTH AMERICA
520 EIGHTH AVENUENEW YORKNY10018PCPROJECT 412$350,000
JEWISH COMMUNITY CENTERS ASSOCIATION OF NORTH AMERICA
520 EIGHTH AVENUENEW YORKNY10018PCFORWARD 2022: A GATHERING OF THE JCC MOVEMENT SENIOR LEADERSHIP$100,000
JEWISH COMMUNITY FEDERATION OF SAN FRANCISCO THE PENINSULA MARIN & SONOMA
121 STEUART STREETSAN FRANCISCOCA94105PCJEWISH TEEN EDUCATION AND ENGAGEMENT INITIATIVE$540,114
JEWISH COMMUNITY FEDERATION OF SAN FRANCISCO THE PENINSULA MARIN & SONOMA
121 STEUART STREETSAN FRANCISCOCA94105PCCOVID-19 RELIEF PROGRAM$20,000
JEWISH COMMUNITY FEDERATION OF SAN FRANCISCO THE PENINSULA MARIN & SONOMA
121 STEUART STREETSAN FRANCISCOCA94105PCSCHOLARSHIPS FOR JEWISH EARLY CHILDHOOD EDUCATION AND JEWISH DAY SCHOOLS$550,000
JEWISH COMMUNITY FEDERATION OF SAN FRANCISCO THE PENINSULA MARIN & SONOMA
121 STEUART STREETSAN FRANCISCOCA94105PCDAY SCHOOL GROWTH INITIATIVE$195,864
JEWISH COMMUNITY FEDERATION OF SAN FRANCISCO THE PENINSULA MARIN & SONOMA
121 STEUART STREETSAN FRANCISCOCA94105PCJEWISH EDUCATION FOR JEWISH YOUTH AND YOUNG ADULTS$25,000
JEWISH COMMUNITY RELATIONS COUNCIL OF SAN FRANCISCO MARIN & PENINSULA
121 STEUART STREET SUITE 301SAN FRANCISCOCA94105PCINSTITUTE FOR CURRICULUM SERVICES$200,000
JEWISH COMMUNITY RELATIONS COUNCIL OF SAN FRANCISCO MARIN & PENINSULA
121 STEUART STREET SUITE 301SAN FRANCISCOCA94105PCGENERAL OPERATING SUPPORT$25,000
JEWISH COMMUNITY RELATIONS COUNCIL OF SAN FRANCISCO MARIN & PENINSULA
121 STEUART STREET SUITE 301SAN FRANCISCOCA94105PCGENERAL OPERATING SUPPORT$50,000
JEWISH COMMUNITY RELATIONS COUNCIL OF SAN FRANCISCO MARIN & PENINSULA
121 STEUART STREET SUITE 301SAN FRANCISCOCA94105PCISRAEL OUTREACH TRAVEL FUND$25,000
JEWISH COUNCIL FOR PUBLIC AFFAIRS
25 BROADWAY SUITE 1700NEW YORKNY10004PCRESETTING THE TABLE EXPANSION GRANT$67,000
JEWISH COUNCIL FOR PUBLIC AFFAIRS
25 BROADWAY SUITE 1700NEW YORKNY10004PCGENERAL OPERATING SUPPORT AND STRATEGIC PLANNING FOR RESETTING THE TABLE$154,000
JEWISH FAMILY AND CHILDREN'S SERVICES
2150 POST STREETSAN FRANCISCOCA94115PCGENERAL OPERATING SUPPORT$10,000
JEWISH FAMILY AND CHILDREN'S SERVICES
2150 POST STREETSAN FRANCISCOCA94115PCTEENAGE AND YOUNG ADULT PROGRAMS$5,000
JEWISH FAMILY AND CHILDREN'S SERVICES
2151 POST STREETSAN FRANCISCOCA94115PCTEENAGE AND YOUNG ADULT PROGRAMS$10,000
JEWISH FEDERATION COUNCIL OF GREATER LOS ANGELES
6505 WILSHIRE BLVDLOS ANGELESCA90048PCCOMMUNITY-BASED TEEN EDUCATION INITIATIVE EXIT GRANT$207,587
JEWISH FEDERATION COUNCIL OF GREATER LOS ANGELES
6505 WILSHIRE BLVDLOS ANGELESCA90048PCGENERAL OPERATING SUPPORT$10,000
JEWISH FEDERATION OF GREATER ATLANTA INC
1440 SPRING STREET NWATLANTAGA30309PCCOMMUNITY-BASED JEWISH TEEN EDUCATION AND ENGAGEMENT INITIATIVE$582,932
JEWISH FEDERATION OF METROPOLITAN CHICAGO
BEN GURION WAY 30 SOUTH WELLSCHICAGOIL60606PCCOMMUNITY-BASED JEWISH TEEN EDUCATION INITIATIVE: JEWISH SPRING BREAK EXPERIENCES FOR TEENS$635,602STREET
JEWISH FEDERATION OF METROPOLITAN DETROIT
6735 TELEGRAPH ROADBLOOMFIELD HILLSMI48301PCJLIFE$75,000
JEWISH FEDERATION OF SAN DIEGO COUNTY
4950 MURPHY CANYON ROADSAN DIEGOCA92123PCCOMMUNITY-BASED JEWISH TEEN EDUCATION INITIATIVE$116,564
JEWISH FEDERATION OF SAN DIEGO COUNTY
4950 MURPHY CANYON ROADSAN DIEGOCA92123PCCOMMUNITY-BASED JEWISH TEEN EDUCATION INITIATIVE RENEWAL$196,193
JEWISH FEDERATION OF THE BERKSHIRES INC
196 SOUTH STREETPITTSFIELDPA01201PCGENERAL OPERATING SUPPORT$5,000
JEWISH FOUNDATION OF CINCINNATI
8044 MONTGOMERY ROAD SUITE 516CINCINNATIOH45236PFCOMMUNITY-BASED JEWISH TEEN EDUCATION INITIATIVE$115,907
JEWISH FUNDERS NETWORK
150 WEST 30TH STREET SUITE 900NEW YORKNY10001PCJEWS OF COLOR COHORT AT BOARDIFIED$5,000
JEWISH FUNDERS NETWORK
150 WEST 30TH STREET SUITE 900NEW YORKNY10001PCSUPPORT FOR THE JFN CONFERENCE$30,000
JEWISH FUNDERS NETWORK
150 WEST 30TH STREET SUITE 900NEW YORKNY10001PCPROFESSIONAL LEARNING COURSE: PUTTING RESEARCH TO GOOD USE$55,375
JEWISH FUNDERS NETWORK
150 WEST 30TH STREET SUITE 900NEW YORKNY10001PCGENERAL OPERATING SUPPORT FOR CANVAS$250,000
JEWISH STUDIO PROJECT
940 DWIGHT WAY 13BBERKELEYCA94710PCGENERAL OPERATING AND STRATEGIC PLANNING SUPPORT$125,000
JEWISH STUDIO PROJECT
940 DWIGHT WAY 13BBERKELEYCA94710PCGENERAL OPERATING SUPPORT$25,000
JIMENA INC
459 FULTON STREET 207SAN FRANCISCOCA94102PCJCRIF RESET$105,000
JPRO NETWORK INC
25 BROADWAY SUITE 1700NEW YORKNY10004PCGENERAL OPERATING SUPPORT$125,000
JPRO NETWORK INC
25 BROADWAY SUITE 1700NEW YORKNY10004PCJPRO CONFERENCE$100,000
JTA-MJL NEW CORP
24 WEST 30TH STREET 4TH FLOORNEW YORKNY10004PCCAPACITY BUILDING SUPPORT$187,500
KAISERMAN JEWISH COMMUNITY CTR
45 HAVERFORD ROADWYNNEWOODPA19096PCK'ILU KIT$25,000
KATAHDIN FOUNDATION
514 N HAYWORTH 105LOS ANGELESCA90048PCJEWISH STORY PARTNERS LAUNCH$75,000
KESHET
284 AMORY STREETJAMAICA PLAINMA02130PCCAPACITY BUILDING SUPPORT$600,000
KITCHEN SLOW DOWN JEW UP
600 MONTGOMERY STREET SUITE 2400SAN FRANCISCOCA94111PCGENERAL OPERATING SUPPORT$10,000
LAVATE
6167 BARROWS DRIVELOS ANGELESCA90048PCGENERAL SUPPORT OF SOHO SUPPERCLUB$5,000
LEADING EDGE ALLIANCE INC
85 BROAD STREET 16TH FLOORNEW YORKNY10004PCGENERAL OPERATING SUPPORT$1,000,000
LEADING EDGE ALLIANCE INC
85 BROAD STREET 16TH FLOORNEW YORKNY10004PCGENERAL OPERATING SUPPORT$1,250,000
LEADING EDGE ALLIANCE INC
85 BROAD STREET 16TH FLOORNEW YORKNY10004PCTALENT COMPASS$600,000
LEADING EDGE ALLIANCE INC
85 BROAD STREET 16TH FLOORNEW YORKNY10004PCGENERAL OPERATING SUPPORT$25,000
LURIA ACADEMY OF BROOKLYN
238 ST MARKS AVENUEBROOKLYNNY11238PCGENERAL OPERATING SUPPORT$10,000
M2 THE INSTITUTE FOR EXPERIENTIAL JEWISH EDUCATION
68 3RD STREET SUITE 113BROOKLYNNY11231PCCAPACITY BUILDING SUPPORT$800,000
M2 THE INSTITUTE FOR EXPERIENTIAL JEWISH EDUCATION
68 3RD STREET SUITE 113BROOKLYNNY11231PCJCRIF: CERTIFICATE PROGRAM IN VIRTUAL EXPERIENTIAL EDUCATION.$20,000
MECHON HADAR
190 AMSTERDAM AVENUENEW YORKNY10023PCCAPACITY BUILDING SUPPORT$1,000,000
MECHON HADAR
190 AMSTERDAM AVENUENEW YORKNY11231PCGENERAL OPERATING SUPPORT$500,000
MIAMI BEACH JEWISH COMMUNITY CENTER INC
4221 PINE TREE DRIVEMIAMI BEACHFL33140PCGENERAL OPERATING SUPPORT$10,000
MIAMI BEACH JEWISH COMMUNITY CENTER INC
4221 PINE TREE DRIVEMIAMI BEACHFL33140PCGENERAL OPERATING SUPPORT$10,000
MOISHE HOUSE
5802 MONROE ROADCHARLOTTENC28212PCCAPACITY BUILDING SUPPORT$5,909,000
MOISHE HOUSE
5802 MONROE ROADCHARLOTTENC28212PCJCRIF: SUPPORTING THE ACQUISITION OF BASE INTO MOISHE HOUSE$100,000
MOISHE HOUSE
5802 MONROE ROADCHARLOTTENC28212PCJCRIF RESET$83,750
MOISHE HOUSE
5802 MONROE ROADCHARLOTTENC28212PCBAY AREA FOCUS$15,000
MOVING TRADITIONS
8380 OLD YORK ROAD SUITE 4300ELKINS PARKPA19027PCCAPACITY BUILDING SUPPORT$200,000
NEW TEACHER CENTER
1205 PACIFIC AVENUE SUITE 301SANTA CRUZCA95060PCJEWISH NEW TEACHER PROJECT$500,000
NEW VENTURE FUND
1828 L STREET NW SUITE 300-AWASHINGTONDC20036PCGENERAL OPERATING SUPPORT FOR SAFETY RESPECT EQUITY NETWORK$500,000
ONETABLE
79 MADISON AVENUENEW YORKNY10016PCGENERAL OPERATING SUPPORT$15,000
ONETABLE
79 MADISON AVENUENEW YORKNY10017PCCONVERSATION PROGRAM$17,000
ONWARD ISRAEL USA INC
633 3RD AVENUE 21ST FLOORNEW YORKNY10016PCGENERAL OPERATING SUPPORT$1,500,000
OR HALEV
340 S LEMON AVE 8404WALNUTCA91789PCGENERAL OPERATING SUPPORT$15,000
OR HALEV
340 S LEMON AVE 8404WALNUTCA91789PCGENERAL OPERATING SUPPORT$5,000
OSHMAN FAMILY JEWISH COMMUNITY CENTER
3921 FABIAN WAYALTOCA94303PCJCRIF: Z3 PROJECT$100,000
PEF ISRAEL ENDOWMENT FUNDS INC
630 THIRD AVENUE 15TH FLOOR STENEW YORKNY10017PCJCRIF: BINA / MERCHAVIM GAP YEAR$25,0001501
PEF ISRAEL ENDOWMENT FUNDS INC
630 THIRD AVENUE 15TH FLOOR STENEW YORKNY10017PCYAHEL: ISRAEL SERVICE LEARNING$40,0001501
PARDES INSTITUTE OF JEWISH STUDIES NORTH AMERICA INC
54 WEST 40TH STREETNEW YORKNY10018PCPARDES CENTER FOR JEWISH EDUCATORS$725,000
PEARLSTONE CONFERENCE & RETREAT CENTER INC
5425 MT GILEAD RDREISTERTOWNMD21136PCGENERAL OPERATING SUPPORT$120,000
PENINSULA JEWISH COMMUNITY CENTER
800 FOSTER CITY BLVDFOSTER CITYCA94404PCCOVID EMERGENCY GRANT$2,500
PENINSULA JEWISH COMMUNITY CENTER
800 FOSTER CITY BLVDFOSTER CITYCA94404PCTHE DANIEL LEVINE COOK ENDOWMENT FUND$5,200
PRESIDENT & TRUSTEES OF COLBY COLLEGE
4000 MAYFLOWER HILLWARERVILLEME04901PCGENERAL OPERATING SUPPORT FOR CENTER FOR SMALL TOWN JEWISH LIFE$5,000
PRIZMAH CENTER FOR JEWISH DAY SCHOOLS INC
254 WEST 54TH STREET 11TH FLOORNEW YORKNY10019PCGENERAL OPERATING SUPPORT$1,500,000
PRIZMAH CENTER FOR JEWISH DAY SCHOOLS INC
254 WEST 54TH STREET 11TH FLOORNEW YORKNY10019PCJCRIF: RESEARCH ON DAY SCHOOL ENROLLMENT CHANGES DURING THE PANDEMIC$61,800
PRIZMAH CENTER FOR JEWISH DAY SCHOOLS INC
254 WEST 54TH STREET 11TH FLOORNEW YORKNY10019PCJCRIF: BAY AREA RESEARCH ON DAY SCHOOL ENROLLMENT CHANGES DURING THE PANDEMIC$12,000
PRIZMAH CENTER FOR JEWISH DAY SCHOOLS INC
254 WEST 54TH STREET 11TH FLOORNEW YORKNY10019PCPRIZMAH INVESTOR SUMMIT$100,000
RAMAH IN THE ROCKIES
300 S DAHLIA ST SUITE 205DENVERCO80246PCGENERAL OPERATING SUPPORT$15,000
REBOOT INC
734 LONGMEADOW STREET UNIT 103LONGMEADOWMA01106PCGENERAL OPERATING SUPPORT$900,000
REBOOT INC
734 LONGMEADOW STREET UNIT 103LONGMEADOWMA01106PCR&D HANUKKAH$25,000
REBOOT INC
734 LONGMEADOW STREET UNIT 103LONGMEADOWMA01106PCREBOOT NETWORK ASSESSMENT$35,000
REBOOT INC
734 LONGMEADOW STREET UNIT 103LONGMEADOWMA01106PCGENERAL OPERATING SUPPORT$20,000
REGENTS OF THE UNIVERSITY OF CALIFORNIA AT BERKELEY
UNIVERSITY DEVELOPMENT AND ALUMNIBERKELEYCA947041070PCGENERAL OPERATING SUPPORT$250,000RELATIONS 1995 UNIVERSITY AVENUE SU
REPAIR THE WORLD INC
PO BOX 2015 322 W 52ND STREETNEW YORKNY10101PCCAPACITY BUILDING SUPPORT$750,000
REPAIR THE WORLD INC
PO BOX 2015 322 W 52ND STREETNEW YORKNY10101PCSUPPORT FOR VOLUNTEER EDUCATION AND PROGRAMS$20,000
REPAIR THE WORLD INC
PO BOX 2015 322 W 52ND STREETNEW YORKNY10101PCJCRIF RESET$125,000
RONALD C WORNICK JEWISH DAY SCHOOL
800 FOSTER CITY BLVD BUILDING 830FOSTER CITYCA94404PCCOURAGEOUS HEARTS FUND$2,500
RONALD C WORNICK JEWISH DAY SCHOOL
800 FOSTER CITY BLVD BUILDING 830FOSTER CITYCA94404PCGENERAL OPERATING SUPPORT$2,500
SAN FRANCISCO HILLEL JEWISH STUDENT CENTER
33 BANBURY DRSAN FRANCISCOCA94132PCGENERAL OPERATING SUPPORT$10,000
SAN FRANCISCO JEWISH COMM PUBLICATIONS
33 BANBURY DRSAN FRANCISCOCA94104PCGENERAL OPERATING SUPPORT$5,000
SEFARIA INC
195 MONTAGUE ST 14TH FLOORBROOKLYNNY11201PCGENERAL OPERATING SUPPORT$750,000
SEFARIA INC
195 MONTAGUE ST 14TH FLOORBROOKLYNNY11201PCGENERAL OPERATING SUPPORT$20,000
SHAZUR INTERWOVEN INC
530 W 236 STREET APT 1MBROOKLYNNY10463PCTHE NEW JEW US FILM TOUR$10,000
SHEFA SCHOOL INC
40 EAST 29TH STREETNEW YORKNY10016PCSHEFA CENTER PLANNING GRANT$33,750
SOCIAL GOOD FUND
PO BOX 5473RICHMONDCA94805PCGENERAL SUPPORT OF DAYENU$16,000
STORAHTELLING LAB SHUL INC
131 VARICK STREET SUITE 921NEW YORKNY10013PCGENERAL OPERATING SUPPORT$25,000
STORAHTELLING LAB SHUL INC
131 VARICK STREET SUITE 921NEW YORKNY10013PCGENERAL OPERATING SUPPORT$10,000
SUKKAT SHALOM INC
561 KEYSTONE AVE 470RENONV89503PCREI FUNDER CIRCLE FACILITATOR$20,000
SVARA
8643 DRAKE AVENUESKOKIEIL60076PCGENERAL OPERATING SUPPORT$500,000
TAMID ISRAEL INVESTMENT GROUP LTD
1100 WAYNE AVENUE SUITE 850SILVER SPRINGMD20910PCGENERAL OPERATING SUPPORT$5,000
TAWONGA JEWISH COMMUNITY CORPORATION
131 STEUART STREET SUITE 460SAN FRANCISCOCA94105PCGENERAL OPERATING SUPPORT$5,000
TAWONGA JEWISH COMMUNITY CORPORATION
131 STEUART STREET SUITE 460SAN FRANCISCOCA94105PCCOVID RELIEF$18,000
THE AMERICAN JEWISH JOINT DISTRIBUTION COMMITTEE INC
220 EAST 42ND STREET SUITE 400NEW YORKNY10017PCJDC ENTWINE$600,000
THE AMERICAN JEWISH JOINT DISTRIBUTION COMMITTEE INC
220 EAST 42ND STREET SUITE 400NEW YORKNY10017PCJDC ENTWINE$10,000
THE BOARD OF TRUSTEES OF THE LELAND STANFORD JUNIOR UNIVERSITY
OFFICE OF DEVELOPMENT 326 GALVEZREDWOOD CITYCA94305PCRESEARCH FUND FOR CONCENTRATION IN EDUCATION AND JEWISH STUDIES$50,000STREET
THE BOARD OF TRUSTEES OF THE LELAND STANFORD JUNIOR UNIVERSITY
OFFICE OF DEVELOPMENT 326 GALVEZREDWOOD CITYCA94063PCRESEARCH GRANT FOR FURTHER ANALYSIS OF THE PEW DATA$17,942STREET
THE BOARD OF TRUSTEES OF THE LELAND STANFORD JUNIOR UNIVERSITY
OFFICE OF DEVELOPMENT 326 GALVEZREDWOOD CITYCA94063PCFUTURE WORK OF THE BERMAN JEWISH POLICY ARCHIVE$22,550STREET
THE BRANDEIS SCHOOL OF SAN FRANCISCO
655 BROTHERHOOD WAYSAN FRANCISCOCA94132PCSCHOLARSHIPS$9,000
THE CENTER FOR JEWISH CAMPUS LIFE INC
565 MAYFIELD AVENUESTANFORDCA94305PCGSB CLASS OF 2022 ISRAEL TREK$10,000
THE DOROTHY K AND MYER S KRIPKE INSTITUTE FOR JEWISH FAMILY LITERACY
5110 DENSMORE AVEENCINOCA91436PCLEHRHAUS PROJECT$100,000
THE DOROTHY K AND MYER S KRIPKE INSTITUTE FOR JEWISH FAMILY LITERACY
5110 DENSMORE AVEENCINOCA91436PCPOCKETTORAH APP UPGRADE$15,000
THE DOROTHY K AND MYER S KRIPKE INSTITUTE FOR JEWISH FAMILY LITERACY
5110 DENSMORE AVEENCINOCA91436PCJCRIF: HANUKKAH HOMECOMING$25,000
THE DOROTHY K AND MYER S KRIPKE INSTITUTE FOR JEWISH FAMILY LITERACY
5110 DENSMORE AVEENCINOCA91436PCLEHRHAUS PROJECT$75,000
THE INHEIRITANCE PROJECT LTD
352 WEST 117TH STREET 5ENEW YORKNY10026PCGENERAL OPERATING SUPPORT$10,000
THE INSTITUTE FOR THE NEXT JEWISH FUTURE
5472 S EVERETT AVENUECHICAGOIL60615PCJUDAISM UNBOUND UNYESHIVA$40,000
THE INSTITUTE FOR THE NEXT JEWISH FUTURE
5472 S EVERETT AVENUECHICAGOIL60615PCGENERAL OPERATING SUPPORT OF JUDAISM UNBOUND$5,000
THE ISRAEL INSTITUTE INC
1250 EYE STREET NW SUITE 800WASHINGTONDC20005PCGENERAL OPERATING SUPPORT$350,000
THE JEWISH COMMUNITY DAY SCHOOL INC
57 STANLEY AVENUEWATERTOWNMA02472PCGENERAL OPERATING SUPPORT$25,000
THE JEWISH COMMUNITY HIGH SCHOOL OF THE BAY
1835 ELLIS STREETSAN FRANCISCOCA94115PCGENERAL OPERATING SUPPORT$50,000
THE JEWISH COMMUNITY HIGH SCHOOL OF THE BAY
1835 ELLIS STREETSAN FRANCISCOCA94115PCEMERGENCY RELIEF AND PRESERVATION FUND FOR THE BAY AREA JEWISH COMMUNITY HIGH SCHOOL$700,000
THE JEWISH COMMUNITY HIGH SCHOOL OF THE BAY
1835 ELLIS STREETSAN FRANCISCOCA94115PCSCHOLARSHIPS$25,000
THE JEWISH FEDERATIONS OF NORTH AMERICA INC
25 BROADWAY SUITE 1700NEW YORKNY10004PCJEWISH TEEN EDUCATION AND ENGAGEMENT FUNDER COLLABORATIVE MODEL DOCUMENTATION AND SCALING$1,102,650
THE SHALOM HARTMAN INSTITUTE OF NORTH AMERICA
475 RIVERSIDE DR SUITE 1450NEW YORKNY10115PCGENERAL OPERATING SUPPORT$1,500,000
THE SHALOM HARTMAN INSTITUTE OF NORTH AMERICA
475 RIVERSIDE DR SUITE 1450NEW YORKNY10115PCGENERAL OPERATING SUPPORT$10,000
THE SHALOM HARTMAN INSTITUTE OF NORTH AMERICA
475 RIVERSIDE DR SUITE 1450NEW YORKNY10115PCIENGAGE ON CAMPUS$20,000
THE SHALOM HARTMAN INSTITUTE OF NORTH AMERICA
475 RIVERSIDE DR SUITE 1450NEW YORKNY10115PCGENERAL OPERATING SUPPORT$25,000
THE WEXNER FOUNDATION
8000 WALTON PARKWAY SUITE 110NEW ALBANYOH43054PFWEXNER FIELD FELLOWSHIP AND ALUMNI ACTIVITIES$294,930
THE WORLD UNION FOR PROGRESSIVE JUDAISM LTD
633 THIRD AVENUE 7TH FLOORNEW YORKNY10117PCISRAEL RELIGIOUS ACTION CENTER$5,000
THE WORLD UNION FOR PROGRESSIVE JUDAISM LTD
633 THIRD AVENUE 7TH FLOORNEW YORKNY10117PCEDUCATIONAL PROGRAMS FOR NORTH AMERICAN FAMILIES AT TEMPLE ISRAEL IN CAPE TOWN$50,000
TIDES CENTER
1012 TORNEY AVESAN FRANCISCOCA941291755PCJEWS OF COLOR INITIATIVE$125,000
TIDES CENTER
1012 TORNEY AVESAN FRANCISCOCA941291755PCGENERAL OPERATING SUPPORT OF SACRED DESIGN LAB$175,000
TIDES CENTER
1012 TORNEY AVESAN FRANCISCOCA941291755PCGENERAL OPERATING SUPPORT OF SHALOM BAYIT$3,000
UNITED JEWISH APPEAL FEDERATION OF JEWISH PHILANTHROPIES OF NY INC
130 EAST 59TH STREETNEW YORKNY10022PCJEWISH SUMMER EXPERIENCES FOR TEENS RENEWAL$266,422
UNITED JEWISH APPEAL FEDERATION OF JEWISH PHILANTHROPIES OF NY INC
130 EAST 59TH STREETNEW YORKNY10022PCYESH PROGRAM$8,000
UNITED JEWISH APPEAL FEDERATION OF JEWISH PHILANTHROPIES OF NY INC
130 EAST 59TH STREETNEW YORKNY10022PCJCRIF RESET: NY COMMUTER CAMPUS PILOT INITIATIVE$84,300
UNITED SYNAGOGUE OF CONSERVATIVE JUDAISM
3080 BROADWAY SUITE B208NEW YORKNY10022PCJCRIF: NATIV, USCJS COLLEGE LEADERSHIP PROGRAM IN ISRAEL$75,000
UNIVERSITY OF SAN FRANCISCO
2130 FULTON STREETSAN FRANCISCOCA94607PCJEWISH STUDIES$5,000
UPSTART BAY AREA
1111 BROADWAY 3RD FLOOROAKLANDCA94607PCJCRIF: SUPPORT VENTURES RELIANT ON EARNED INCOME$50,000
UPSTART BAY AREA
1111 BROADWAY 3RD FLOOROAKLANDCA94607PCGENERAL OPERATING SUPPORT$2,000,000
UPSTART BAY AREA
1111 BROADWAY 3RD FLOOROAKLANDCA94607PCJCRIF: JEWISH INNOVATOR PAYROLL RELIEF FUND$100,000
UPSTART BAY AREA
1111 BROADWAY 3RD FLOOROAKLANDCA94607PCJEWISH INNOVATOR PAYROLL RELIEF FUND$50,000
UPSTART BAY AREA
1111 BROADWAY 3RD FLOOROAKLANDCA94710PCGENERAL OPERATING SUPPORT$10,000
URBAN ADAMAH
1151 6TH STBERKELEYCA94710PCGENERAL OPERATING SUPPORT$150,000
URBAN ADAMAH
1151 6TH STBERKELEYCA94710PCCOVID RELIEF$10,000
URBAN ADAMAH
1151 6TH STBERKELEYCA94710PCRESEARCH AND LANDSCAPE ANALYSIS ON MODELING A JEWISH URBAN FARM FOR OTHER COMMUNITIES ACROSS THE US$40,000
URBAN ADAMAH
1151 6TH STBERKELEYCA94710PCGENERAL OPERATING SUPPORT AND VISITING EDUCATOR$40,000
URBAN ADAMAH
1151 6TH STBERKELEYCA94710PCGENERAL OPERATING SUPPORT$20,000
WASHINGTON SQUARE MINYON
384 HARVARD STREETBROOKLINEMA02446PCGENERAL OPERATING SUPPORT$3,200
WILDERNESS TORAH
2222 HAROLD WAYBERKELEYCA94704PCGENERAL OPERATING SUPPORT$120,000
WILDERNESS TORAH
2222 HAROLD WAYBERKELEYCA94704PCGENERAL OPERATING SUPPORT$10,000
YESHIVAT CHOVEVEI TORAH RABBINICAL SCHOOL
3700 HENRY HUDSON PARKWAY SECONDRIVERDALENY10463PCGENERAL OPERATING SUPPORT$300,000FLOOR
YESHIVAT CHOVEVEI TORAH RABBINICAL SCHOOL
3700 HENRY HUDSON PARKWAY SECONDRIVERDALENY10463PCGENERAL OPERATING SUPPORT$10,000FLOOR
YESHIVAT MAHARAT INC
3700 HENRY HUDSON PARKWAYBRONXNY10463PCADVANCED KOLLEL: EXECUTIVE ORDINATION TRACK$338,050
YESHIVAT MAHARAT INC
3700 HENRY HUDSON PARKWAYBRONXNY10463PCGENERAL OPERATING SUPPORT$13,000
YOUNG JUDAEA GLOBAL INC
575 8TH AVENUE 11TH FLOORNEW YORKNY10018PCYEAR COURSE STAFF SUPPORT$7,500
YOUNG JUDAEA GLOBAL INC
575 8TH AVENUE 11TH FLOORNEW YORKNY10018PCJCRIF: EMERGENCY SUPPORT FOR YJ PROGRAMS$150,000
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$57,118,438TotalGrantOrContriPdDurYrAmt

Grant Or Contri Apprv For Fut GrantOrContriApprvForFutGrp (31 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmtAddress Line2RecipientUSAddress/AddressLine2Txt
CUSTOM AND CRAFT JEWISH RITUALS INC
269 VARICK STREET 5EJERSEY CITYCA07302PCDIY JEWISH NETWORK$650,000
FOUNDATION FOR JEWISH CAMP INC
253 WEST 35TH ST 4TH FLOORNEW YORKNY10001PCGENERAL OPERATING SUPPORT$9,000,000
GATHER INC
1817 M ST NWWASHINGTONDC20036PCJCRIF RESET: SCALING RELATIONAL ENGAGEMENT$200,000
GEORGE WASHINGTON UNIVERSITY
1918 F STREET NWWASHINGTONDC20052PCGENERAL OPERATING SUPPORT FOR CASJE$900,000
HEBREW COLLEGE
160 HERRICK ROADNEWTON CENTERMA02459PCCASE STUDY WITH HEBREW COLLEGE$11,000
HILLEL THE FOUNDATION FOR JEWISH CAMPUS LIFE
800 EIGHTH STREET NWWASHINGTONDC200013724PCGENERAL OPERATING SUPPORT$7,600,000
INSTITUTE FOR JEWISH SPIRITUALITY
121 WEST 27TH STREET 404NEW YORKNY10001PCENGAGING YOUNG JEWS THROUGH JEWISH MINDFULNESS & SPIRITUAL PRACTICE$750,000
ISRAEL EDUCATION RESOURCE CENTER INC
95 REVERE DRIVE SUITE DNORTHBROOKIL60062PCGENERAL OPERATING SUPPORT$1,000,000
JEWISH AGENCY FOR ISRAEL - NORTH AMERICAN COUNCIL
633 THIRD AVENUE 21ST FLOORNEW YORKNY10017PCMAKOM ISRAELI-PALESTINIAN CONFLICT EDUCATION INITIATIVE$125,000
JEWISH FEDERATION OF SAN DIEGO COUNTY
4950 MURPHY CANYON ROADSAN DIEGOCA92123PCCOMMUNITY-BASED JEWISH TEEN EDUCATION INITIATIVE RENEWAL$603,807
JEWISH FUNDERS NETWORK
150 WEST 30TH STREET SUITE 900NEW YORKNY10017PCSUPPORT FOR THE JFN CONFERENCE$30,000
JIMENA INC
459 FULTON STREET 207SAN FRANCISCOCA94102PCJCRIF RESET$145,000
JTA-MJL NEW CORP
24 WEST 30TH STREET 4TH FLOORNEW YORKNY10001PCCAPACITY BUILDING SUPPORT$1,000,000
LEADING EDGE ALLIANCE INC
85 BROAD STREET 16TH FLOORNEW YORKNY10004PCGENERAL OPERATING SUPPORT$3,750,000
M2 THE INSTITUTE FOR EXPERIENTIAL JEWISH EDUCATION
68 3RD STREET SUITE 113BROOKLYNNY11231PCJCRIF RESET: CENTER FOR VALUES IN ACTION$940,000
MECHON HADAR
190 AMSTERDAM AVENUENEW YORKNY10023PCCAPACITY BUILDING SUPPORT$2,000,000
MOISHE HOUSE
5802 MONROE ROADCHARLOTTENC28212PCJCRIF RESET$626,250
MOVING TRADITIONS
8380 OLD YORK ROAD SUITE 4300ELKINS PARKPA19027PCCAPACITY BUILDING SUPPORT$200,000
NEW VENTURE FUND
1828 L STREET NW SUITE 300-AWASHINGTONDC20036PCGENERAL OPERATING SUPPORT FOR SAFETY RESPECT EQUITY NETWORK$500,000
PEARLSTONE CONFERENCE & RETREAT CENTER INC
5425 MT GILEAD RDREISTERTOWNMD21136PCRETREAT JEWISH$250,000
REGENTS OF THE UNIVERSITY OF CALIFORNIA AT BERKELEY
UNIVERSITY DEVELOPMENT AND ALUMNIBERKELEYCA947041074PCGENERAL OPERATING SUPPORT$350,000RELATIONS 1995 UNIVERSITY AVENUE SU
REPAIR THE WORLD INC
PO BOX 2015 322 W 52ND STREETNEW YORKNY10101PCCAPACITY BUILDING SUPPORT$1,500,000
REPAIR THE WORLD INC
PO BOX 2015 322 W 52ND STREETNEW YORKNY10101PCJCRIF RESET$1,325,000
SEFARIA INC
195 MONTAGUE ST 14TH FLOORBROOKLYNNY11201PCGENERAL OPERATING SUPPORT$750,000
SVARA
8643 DRAKE AVENUESKOKIEIL60076PCGENERAL OPERATING SUPPORT$1,000,000
THE AMERICAN JEWISH JOINT DISTRIBUTION COMMITTEE INC
220 EAST 42ND STREET SUITE 400NEW YORKNY10017PCJDC ENTWINE$150,000
THE BOARD OF TRUSTEES OF THE LELAND STANFORD JUNIOR UNIVERSITY
OFFICE OF RESEARCH ADMINISTRATIONREDWOOD CITYCA94063PCFUTURE WORK OF THE BERMAN JEWISH POLICY ARCHIVE$45,000485 BROADWAY THIRD FLOOR
THE JEWISH FEDERATIONS OF NORTH AMERICA INC
25 BROADWAY SUITE 1700NEW YORKNY10004PCJEWISH TEEN EDUCATION AND ENGAGEMENT FUNDER COLLABORATIVE - MODEL DOCUMENTATION AND SCALING$47,350
THE JEWISH FEDERATIONS OF NORTH AMERICA INC
25 BROADWAY SUITE 1700NEW YORKNY10004PCRESILIENCY ROUNDTABLE$1,000,000
TIDES CENTER
1012 TORNEY AVESAN FRANCISCOCA941291755PCJEWS OF COLOR INITIATIVE$625,000
UNITED JEWISH APPEAL FEDERATION OF JEWISH PHILANTHROPIES OF NY INC
130 EAST 59TH STREETNEW YORKNY10022PCJCRIF RESET: NY COMMUTER CAMPUS PILOT INITIATIVE$1,015,700
FieldValueIRS element (for citing)
Total Grant Or Contri Apprv Fut$38,089,107TotalGrantOrContriApprvFutAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$37,113ExclusionAmt

Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$14,038,225ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion$19,458,537ExclusionAmt

Other Revenue Described OtherRevenueDescribedGrp

FieldValueIRS element (for citing)
DescINCOME FROM AFFILIATESDesc
Exclusion16ExclusionCd
Exclusion$6,387,130ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$0UnrelatedBusinessTaxblIncmAmt
Exclusion$39,921,005ExclusionAmt
Related Or Exempt Function Incm$0RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$39,921,005TotalIncomeProducingActyAmt

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

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

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

FieldValueIRS element (for citing)
CategoryTAX AND ACCOUNTINGCategoryTxt
Amt$235,849Amt
Net Investment Income$120,567NetInvestmentIncomeAmt
Disbursements Charitable Prps$115,282DisbursementsCharitablePrpsAmt

Expenditure Responsibility Stmt ExpenditureResponsibilityStmt

Expenditure Responsibility ExpenditureResponsibilityGrp (5 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdGrantGrantDtGrantGrantAmtPurpose Of GrantPurposeOfGrantTxtExpended By GranteeExpendedByGranteeAmtAny Diversion By GranteeAnyDiversionByGranteeTxtDates Of Reports By GranteeDatesOfReportsByGranteeTxtResults Of VerificationResultsOfVerificationTxt
WEXNER FOUNDATION
8000 WALTON PARKWAY SUITE 110NEW ALBANYOH430542017-12-11$3,511,526WEXNER FIELD FELLOWSHIP AND ALUMNI SUPPORT.$1,095,828NONETHE GRANTEE SUBMITTED FULL AND COMPLETE REPORTS ON 11/19/2021.THE GRANTOR HAS NO REASON TO DOUBT THE ACCURACY OR RELIABILITY OF THE REPORT FROM THE GRANTEE; THEREFORE NO INDEPENDENT VERIFICATION OF THE REPORT WAS MADE.
BRONFMAN YOUTH FELLOWSHIPS IN ISRAEL INC
418 BROADWAY 2ND FLOORALBANYNY122072021-02-04$5,000GENERAL OPERATING SUPPORT.$5,000NONETHE GRANTEE SUBMITTED FULL AND COMPLETE REPORTS OF EXPENDITURE ON 10/25/2022THE GRANTOR HAS NO REASON TO DOUBT THE ACCURACY OR RELIABILITY OF THE REPORT FROM THE GRANTEE; THEREFORE, NO INDEPENDENT VERIFICATION OF THE REPORT WAS MADE.
BRONFMAN YOUTH FELLOWSHIPS IN ISRAEL INC
418 BROADWAY 2ND FLOORALBANYNY122072021-06-14$100,000PILOT PROJECT - STRENGTHENING THE BRONFMAN ALUMNI LEADERSHIPPIPELINE.$100,000NONETHE GRANTEE SUBMITTED FULL AND COMPLETE REPORTS OF EXPENDITURE ON 3/14/2022.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.
BRONFMAN YOUTH FELLOWSHIPS IN ISRAEL INC
418 BROADWAY 2ND FLOORALBANYNY122072021-10-15$25,000GENERAL OPERATING SUPPORT.$25,000NONETHE GRANTEE SUBMITTED FULL AND COMPLETE REPORTS OF EXPENDITURE ON 10/25/2022THE GRANTOR HAS NO REASON TO DOUBT THE ACCURACY OR RELIABILITY OF THE REPORT FROM THE GRANTEE; THEREFORE NO INDEPENDENT VERIFICATION OF THE REPORT WAS MADE.
JEWISH FOUNDATION OF CINCINNATI
8044 MONTGOMERY ROAD SUITE 516CINCINNATIOH452362021-08-24$713,158COMMUNITY BASED JEWISH TEEN EDUCATION INITIATIVE.$115,907NONETHE GRANTEE SUBMITTED FULL AND COMPLETE REPORTS OF EXPENDITURE ON 6/10/2022.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 ReferenceFormAndLineReferenceDescMedium ExplanationMediumExplanationTxtIdentifierIdentifierTxt
TANGIBLE PROPERTY REGULATIONS ELECTIONS:SECTION 1.263(A)-1(F) DE MINIMIS SAFE HARBOR ELECTIONTAXPAYER IS MAKING THE DE MINIMIS SAFE HARBOR ELECTION UNDER TREAS. REG. 1.263(A)-1(F) FOR ALL ELIGIBLE AMOUNTS PAID OR INCURRED DURING THE TAXABLE YEAR.SECTION 1.263(A)-3(N) CAPITALIZATION ELECTIONTAXPAYER HEREBY ELECTS TO CAPITALIZE REPAIR AND MAINTENANCE COSTS UNDER TREAS. REG. 1.263(A)-3(N). THE COSTS WERE INCURRED DURING THE TAXABLE YEAR IN THE ELECTING TAXPAYER'S TRADE OR BUSINESS AND THE ELECTING TAXPAYER TREATS SUCH COSTS AS CAPITAL EXPENDITURES ON ITS BOOKS AND RECORDS.
PART VII-A, LINE 11TRANSFERS TO CONTROLLED ENTITIESINTERLAND CAPITAL343 SANSOME STREET, SUITE 550SAN FRANCISCO, CA 94104S CORPORATION CONTRIBUTION88-0380024$5,000TRANSFERS FROM CONTROLLED ENTITIESINTERLAND CAPITAL343 SANSOME STREET, SUITE 550SAN FRANCISCO, CA 94104S CORPORATION DISTRIBUTION88-0380024$81,035INTERLAND GROWTH, LP2398 E. CAMELBACK ROAD, SUITE 200PHOENIX, AZ 85016PARTNERSHIP DISTRIBUTION88-0378850$5,527,225INTERLAND GROWTH II, LLC343 SANSOME STREET, SUITE 550SAN FRANCISCO, CA 94104PARTNERSHIP DISTRIBUTION81-3935519$5,235,740JRT WHARF PLAZA I & II, LLC343 SANSOME STREET, SUITE 550SAN FRANCISCO, CA 94104PARTNERSHIP DISTRIBUTION80-0100507$276,556LIST 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: NOCONTROLLED ENTITIES

Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule

Investments Corporate Bonds InvestmentsCorporateBondsGrp (5 entries)

BondBondNmEOY Book ValueEOYBookValueAmtEOYFMVEOYFMVAmt
MASSMUTUAL GLOBAL FLOATING RATE FUND I$42,986,056$42,986,056
DODGE & COX INCOME FUND$189,755,799$189,755,799
MACKAY SHIELDS LLC$42,805,118$42,805,118
PIMCO INCOME FUND INST CL$50,403,552$50,403,552
TCW EMERGING MARKETS INCOME FUND$37,624,657$37,624,657

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp (8 entries)

StockStockNmEOY Book ValueEOYBookValueAmtEOYFMVEOYFMVAmt
ACADIAN ACWI EX US SMALL-CAP$35,172,657$35,172,657
ARGA EMERGING MARKETS EQUITY FUND$68,746,898$68,746,898
DODGE & COX INT'L STOCK FUND$59,633,603$59,633,603
EURO PACIFIC GROWTH FUND$55,142,725$55,142,725
GQG PARTNERS EMERGING MARKETS EQUITY FUND$53,097,187$53,097,187
SPRUCEGROVE US INTERNATIONAL INV. FUND$78,838,327$78,838,327
VANGUARD S&P 500 ETF$67,856,588$67,856,588
VULCAN VALUE PARTNERS$50,861,848$50,861,848

Investments Other Schedule2 InvestmentsOtherSchedule2

Investments Other InvestmentsOtherGrp (60 entries)

Category Or ItemCategoryOrItemTxtListed At Cost Or FMVListedAtCostOrFMVCdBook ValueBookValueAmtEOYFMVEOYFMVAmt
ADAGE CAPITAL PARTNERS, L.P.FMV$119,142,070$119,142,070
ATALAYA CAPITAL VI, LLCFMV$783,933$783,933
BLACKROCK RUSSELL 2000 ALPHA TILTS BFMV$35,083,773$35,083,773
CA RES FUND SERIES BAIN X-COREFMV$255,211$255,211
CA RESOURCES FUND BAIN EUROPE IIIFMV$169,709$169,709
CARLYLE VENTURE IIFMV$18,720$18,720
CERBERUS INST OVERSEAS IV, LTD.FMV$122,022$122,022
DATA COLLECTIVE III, LPFMV$6,353,210$6,353,210
DATA COLLECTIVE IV, LPFMV$10,793,554$10,793,554
ELLIOTT INTERNATIONAL LTD.FMV$20,378,355$20,378,355
ENCAP ENERGY CAPITAL FUND IXFMV$1,452,498$1,452,498
ENCAP ENERGY CAPITAL FUND VII-B, LPFMV$106,630$106,630
ENCAP ENERGY CAPITAL FUND VIII, L.P.FMV$1,192,743$1,192,743
ENCAP ENERGY CAPITAL FUND XFMV$2,979,578$2,979,578
GS VINTAGE FUND V (OFFSHORE), L.P.FMV$132,558$132,558
HELLMAN & FRIEDMAN VIIFMV$616,989$616,989
HELLMAN & FRIEDMAN VIII AND IXFMV$21,012,959$21,012,959
INDUS ASIA PACIFIC MASTER FUND, LTD.FMV$9,969$9,969
INSIGHT VENTURE PARTNERS IX, L.PFMV$10,972,139$10,972,139
KAYNE ANDERSON ENERGY FUND VFMV$795,222$795,222
KAYNE ANDERSON ENERGY FUND VI, L.P.FMV$144,555$144,555
REVELATION HEALTHCARE FUND I, L.PFMV$2,775,608$2,775,608
REVELATION HEALTHCARE FUND II, L.PFMV$4,944,412$4,944,412
LEGACY VENTURE IVFMV$2,512,395$2,512,395
LEGACY VENTURE V (QP), LLCFMV$3,693,713$3,693,713
LEGACY VENTURE VI (QP), LLCFMV$13,989,430$13,989,430
LEGACY VENTURE VIIFMV$11,384,401$11,384,401
MARLIN EQUITY IVFMV$732,508$732,508
NEW ENTERPRISE ASSOC. (NEA 14)FMV$7,067,755$7,067,755
NEW ENTERPRISE ASSOC. (NEA 15)FMV$6,804,233$6,804,233
NEW WATER CAPITAL PARTNERS, L.PFMV$722,122$722,122
NORTHGATE VENTURE GROWTH IFMV$926,151$926,151
NORTHGATE VENTURE GROWTH IIFMV$286,060$286,060
OAKTREE OPPORTUNITIES FUND VIIIFMV$11,576$11,576
OAKTREE OPPORTUNITIES FUND VIII-BFMV$372,479$372,479
ORBIMED INVESTMENTSFMV$19,822,265$19,822,265
POMONA CAPITAL VFMV$54,009$54,009
RENAISSANCE INSTITUTIONAL EQUITIES FUNDFMV$69,242,465$69,242,465
RESOURCE CAPITAL FUND V, L.P.FMV$63,664$63,664
RESOURCE CAPITAL VIFMV$2,082,049$2,082,049
SANKATY CREDIT OPPORTUNITIES IV, LPFMV$4,317$4,317
SENTINEL CAPITAL PARTNERS V, LPFMV$2,089,927$2,089,927
SENTINEL CAPITAL PARTNERS VI, LPFMV$2,363,695$2,363,695
SERENT CAPITAL II, L.P.FMV$2,930,333$2,930,333
SERENT CAPITAL III, L.P.FMV$3,435,477$3,435,477
SHEPHERD INVESTMENTS INT'L. LTD.(STARK)FMV$15,321$15,321
THRESHOLD VENTURES I, L.P.FMV$10,239,096$10,239,096
THRESHOLD VENTURES II, L.P.FMV$9,368,192$9,368,192
VALINOR CAPITAL PARTNERSFMV$116,710$116,710
VINTAGE FUND OF FUNDS II (CAYMAN), L.PFMV$1,549,810$1,549,810
VINTAGE FUND OF FUNDS III (CAYMAN), L.P.FMV$6,530,148$6,530,148
VINTAGE SECONDARY FUND III (CAYMAN), L.P.FMV$2,270,371$2,270,371
WMQS GLOBAL EQUITY ACTIVE EXTENSION OFFSHORE FUND, LTDFMV$94,332,644$94,332,644
FORTELUS FUNDS LIQUIDATING TRUST IFMV$28,368$28,368
HL SBJF PE FUND LPFMV$15,159,956$15,159,956
ARES PATHFINDER FUND (OFFSHORE), L.P.FMV$6,305,646$6,305,646
FORTRESS CREDIT OPPORTUNITIES FUND V EXPANSION (B)FMV$4,415,431$4,415,431
FORTRESS INTELLECTUAL PROPERTY OPPORTUNITIES FUND II (B) LPFMV$374,706$374,706
PIMCO DISCO FUND III OFFSHORE FEEDER L.P.FMV$3,646,498$3,646,498
STRATEGIC VALUE SPECIAL SITUATIONS FEEDER FUND VFMV$6,931,455$6,931,455

Legal Fees Schedule LegalFeesSchedule

Legal Fees LegalFeesGrp

FieldValueIRS element (for citing)
CategoryLEGALCategoryTxt
Legal Fees$42,081LegalFeesAmt
Net Investment Income$6,075NetInvestmentIncomeAmt
Disbursements Charitable Prps$35,514DisbursementsCharitablePrpsAmt

Other Assets Schedule OtherAssetsSchedule

Other Assets Schedule OtherAssetsScheduleGrp (3 entries)

DescDescBOY Book ValueBOYBookValueAmtEOY Book ValueEOYBookValueAmtEOYFMVEOYFMVAmt
DEPOSITS$2,755$2,755$2,755
INVESTMENT IN REAL ESTATE$168,793,184$169,410,496$169,410,496
DEFINED BENEFIT PLAN$279,022$358,782$358,782

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (21 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
INSURANCE$85,526$0$89,124
EMPLOYEE RECRUITING$763$0$763
OFFICE SUPPLIES$3,270$26$2,083
BANK FEES$27,439$508$28,727
OFFICE FURNITURE & EQUIPMENT$43,163$3,736$35,664
MAIL, COURIER & POSTAGE$1,784$213$4,226
TELEPHONE$112,110$3,455$109,018
AUTO$4,004$94$3,029
MEALS AND ENTERTAINMENT$11,967$64$7,278
OFFICE UTILITIES$167,840$0$166,472
SUBSCRIPTIONS, DUES, & MEMBERSHIPS$109,793$5,313$109,003
LICENSES AND FEES$784$509$275
EDUCATION$38,177$4,592$26,075
EMPLOYEE WELFARE$4,987$0$4,841
EMPLOYEE CONSUMABLES$1,088$0$798
AUDIT VALUATION$2,500$1,250$1,250
MISCELLANEOUS EXPENSE$15,412$0$15,570
COMPUTER EXPENDITURES$179,138$7,232$198,523
INVESTMENT ANALYSIS EXPENSES$8,320$8,320$0
NET ASSET WRITE OFF$603$0$0
PARTNERSHIP EXPENSES$0$8,625,055$0

Other Income Schedule2 OtherIncomeSchedule2

Other Income Detail OtherIncomeDetail (2 entries)

DescDescNet Investment IncomeNetInvestmentIncomeAmtRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtAdjusted Net IncomeAdjustedNetIncomeAmt
PARTNERSHIP INCOME$26,687,887
INCOME FROM AFFILIATES$6,387,130$6,387,130

Other Increases Schedule OtherIncreasesSchedule

Other Increases Detail OtherIncreasesDetail

FieldValueIRS element (for citing)
DescUNREALIZED GAINSDesc
Amt$158,928,289Amt

Other Liabilities Schedule OtherLiabilitiesSchedule

Other Liabilities Detail OtherLiabilitiesDetail (2 entries)

DescDescBOY Book ValueBOYBookValueAmtEOY Book ValueEOYBookValueAmt
DEFERRED TAX$12,173,129$13,764,206
OTHER LONG TERM LIABILITY$234,818$289,818

Other Notes Loans Rcvbl Long Sch OtherNotesLoansRcvblLongSch

Other Notes Loans Rcvbl Long OtherNotesLoansRcvblLongGrp (2 entries)

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

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail (3 entries)

CategoryCategoryTxtAmtAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
CONSULTING$699,042$92,567$622,681
INVESTMENT MANAGEMENT FEES$1,640,519$1,640,519$0
RESEARCH/DEVELOPMENT FUND$733,978$0$538,574

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail (4 entries)

CategoryCategoryTxtAmtAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
FEDERAL EXCISE TAXES$4,372,818$0$0
FOREIGN TAXES$0$1,073,256$0
PROPERTY TAXES$3,261$0$3,261
OTHER TAXES$0$800$0

Transfers Frm Controlled Entities TransfersFrmControlledEntities

Transfers From Controlled Ent TransfersFromControlledEntGrp (4 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdEINEINDescDescAmtAmt
INTERLAND CAPITAL
343 SANSOME STREET SUITE 550SAN FRANCISCOCA94104880380024S CORPORATION DISTRIBUTION$5,000
INTERLAND GROWTH LP
2398 E CAMELBACK ROAD SUITE 200PHOENIXAZ85016880378850PARTNERSHIP DISTRIBUTION$0
INTERLAND GROWTH II LLC
343 SANSOME STREET SUITE 550SAN FRANCISCOCA94104813935519PARTNERSHIP DISTRIBUTION$0
JRT WHARF PLAZA I & II LLC
343 SANSOME STREET SUITE 550SAN FRANCISCOCA94104800100507PARTNERSHIP DISTRIBUTION$0
FieldValueIRS element (for citing)
Total$11,120,556TotalAmt

Transfers To Controlled Entities TransfersToControlledEntities

Transfers To Controlled Ent TransfersToControlledEntGrp

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1INTERLAND CAPITALBusinessNameLine1Txt

US Address USAddress

FieldValueIRS element (for citing)
Address Line1343 SANSOME STREET SUITE 550AddressLine1Txt
CitySAN FRANCISCOCityNm
State AbbreviationCAStateAbbreviationCd
ZIP94104ZIPCd
FieldValueIRS element (for citing)
EIN880380024EIN
DescS CORPORATION CONTRIBUTIONDesc
Amt$5,000Amt
FieldValueIRS element (for citing)
Total$5,000TotalAmt

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