SHIMON BEN JOSEPH FOUNDATION: Form 990PF, tax year 2020

View the entire original 990 at ProPublica ↗

Organization
SHIMON BEN JOSEPH FOUNDATION (EIN 33-1114104)
Tax period
2020-01-01 to 2020-12-31
Filed
2021-11-13
IRS object ID
202133179349100843
Schema version
2020v4.1
Source
Download XML · Original 990 at ProPublica

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

Return header ReturnHeader

FieldValueIRS element (for citing)
Return2021-11-13T17:25:18-06:00ReturnTs
Tax Period End2020-12-31TaxPeriodEndDt

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 Line1925 FOURTH AVENUE SUITE 3300AddressLine1Txt
CitySEATTLECityNm
State AbbreviationWAStateAbbreviationCd
ZIP981041126ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2020-01-01TaxPeriodBeginDt

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 NO 550AddressLine1Txt
CitySAN FRANCISCOCityNm
State AbbreviationCAStateAbbreviationCd
ZIP94104ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonBARRY FINESTONEPersonNm
Person TitlePRESIDENTPersonTitleTxt
Phone4156588730PhoneNum
Signature2021-11-13SignatureDt
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)
Tax2020TaxYr
Build TS2022-09-23 18:48:47ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$1,462,122,744FMVAssetsEOYAmt
Method Of Accounting AccrualYes (X)MethodOfAccountingAccrualInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$2,143ContriRcvdRevAndExpnssAmt
Schedule B Not RequiredYes (X)ScheduleBNotRequiredInd
Interest On Sav Rev And Expnss$244,484InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$244,484InterestOnSavNetInvstIncmAmt
Dividends Rev And Expnss$10,638,499DividendsRevAndExpnssAmt
Dividends Net Invst Incm$10,638,499DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss-$4,974,561NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$416,112,912GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$84,216,757CapGainNetIncmNetInvstIncmAmt
Other Income Rev And Expnss$7,752,842OtherIncomeRevAndExpnssAmt
Other Income Net Invst Incm$23,680,885OtherIncomeNetInvstIncmAmt
Total Rev And Expnss$13,663,407TotalRevAndExpnssAmt
Total Net Invst Incm$118,780,625TotalNetInvstIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$1,436,568CompOfcrDirTrstRevAndExpnssAmt
Comp Ofcr Dir Trst Net Invst Incm$271,438CompOfcrDirTrstNetInvstIncmAmt
Comp Ofcr Dir Trst Dsbrs Chrtbl$1,165,129CompOfcrDirTrstDsbrsChrtblAmt
Oth Empl Slrs Wgs Rev And Expnss$2,656,751OthEmplSlrsWgsRevAndExpnssAmt
Oth Empl Slrs Wgs Net Invst Incm$222,084OthEmplSlrsWgsNetInvstIncmAmt
Oth Empl Slrs Wgs Dsbrs Chrtbl$2,373,628OthEmplSlrsWgsDsbrsChrtblAmt
Pension Empl Bnft Rev And Expnss$602,006PensionEmplBnftRevAndExpnssAmt
Pension Empl Bnft Net Invst Incm$48,586PensionEmplBnftNetInvstIncmAmt
Pension Empl Bnft Dsbrs Chrtbl$543,825PensionEmplBnftDsbrsChrtblAmt
Legal Fees Rev And Expnss$144,240LegalFeesRevAndExpnssAmt
Legal Fees Net Invst Incm$9,135LegalFeesNetInvstIncmAmt
Legal Fees Dsbrs Chrtbl$135,137LegalFeesDsbrsChrtblAmt
Accounting Fees Rev And Expnss$221,150AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$111,675AccountingFeesNetInvstIncmAmt
Accounting Fees Chrtbl Prps$109,475AccountingFeesChrtblPrpsAmt
Other Prof Fees Rev And Expnss$2,629,415OtherProfFeesRevAndExpnssAmt
Other Prof Fees Net Invst Incm$1,320,868OtherProfFeesNetInvstIncmAmt
Other Prof Fees Dsbrs Chrtbl$1,204,161OtherProfFeesDsbrsChrtblAmt
Interest Dsbrs Chrtbl$6,429,607InterestDsbrsChrtblAmt
Taxes Rev And Expnss$2,289,444TaxesRevAndExpnssAmt
Taxes Net Invst Incm$827,052TaxesNetInvstIncmAmt
Taxes Dsbrs Chrtbl$3,746TaxesDsbrsChrtblAmt
Deprec And Dpltn Rev And Expnss$59,042DeprecAndDpltnRevAndExpnssAmt
Deprec And Dpltn Net Invst Incm$0DeprecAndDpltnNetInvstIncmAmt
Occupancy Rev And Expnss$393,835OccupancyRevAndExpnssAmt
Occupancy Net Invst Incm$0OccupancyNetInvstIncmAmt
Occupancy Dsbrs Chrtbl$393,722OccupancyDsbrsChrtblAmt
Trav Conf Meeting Rev And Expnss$45,953TravConfMeetingRevAndExpnssAmt
Trav Conf Meeting Net Invst Incm$1,557TravConfMeetingNetInvstIncmAmt
Trav Conf Meeting Dsbrs Chrtbl$56,304TravConfMeetingDsbrsChrtblAmt
Printing And Pub Rev And Expnss$3,751PrintingAndPubRevAndExpnssAmt
Printing And Pub Net Invst Incm$0PrintingAndPubNetInvstIncmAmt
Printing And Pub Dsbrs Chrtbl$3,903PrintingAndPubDsbrsChrtblAmt
Other Expenses Rev And Expnss$747,960OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$7,219,943OtherExpensesNetInvstIncmAmt
Other Expenses Dsbrs Chrtbl$723,937OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$11,230,115TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$10,032,338TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$13,142,574TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$25,891,561ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$50,828,877ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$37,121,676TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$10,032,338TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$63,971,451TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses-$23,458,269ExcessRevenueOverExpensesAmt
Net Investment Income$108,748,287NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Sav And Temp Cash Invst BOY$40,759,533SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$45,096,907SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$45,096,907SavAndTempCashInvstEOYFMVAmt
Acct Rcvbl$3,578,231AcctRcvblAmt
Acct Rcvbl BOY$918,166AcctRcvblBOYAmt
Acct Rcvbl EOY$3,578,231AcctRcvblEOYAmt
Acct Rcvbl EOYFMV$3,578,231AcctRcvblEOYFMVAmt
Other Nts And Loans Rcvbl$7,235,854OtherNtsAndLoansRcvblAmt
Other Rcvbl Allwnc Dbtfl Acct$0OtherRcvblAllwncDbtflAcctAmt
Other Nts And Loans Rcvbl BOY$0OtherNtsAndLoansRcvblBOYAmt
Other Nts And Loans Rcvbl EOY$7,235,854OtherNtsAndLoansRcvblEOYAmt
Other Nts And Loans Rcvbl EOYFMV$7,235,854OtherNtsAndLoansRcvblEOYFMVAmt
Prepaid Expenses BOY$1,580,320PrepaidExpensesBOYAmt
Prepaid Expenses EOY$117,251PrepaidExpensesEOYAmt
Prepaid Expenses EOYFMV$117,251PrepaidExpensesEOYFMVAmt
Corporate Stock BOY$629,512,715CorporateStockBOYAmt
Corporate Stock EOY$487,879,968CorporateStockEOYAmt
Corporate Stock EOYFMV$487,879,968CorporateStockEOYFMVAmt
Corporate Bonds BOY$254,592,779CorporateBondsBOYAmt
Corporate Bonds EOY$318,347,390CorporateBondsEOYAmt
Corporate Bonds EOYFMV$318,347,390CorporateBondsEOYFMVAmt
Other Investments BOY$262,967,898OtherInvestmentsBOYAmt
Other Investments EOY$430,654,905OtherInvestmentsEOYAmt
Other Investments EOYFMV$430,654,905OtherInvestmentsEOYFMVAmt
Land Bldg Equip Cost Or Other Bss$1,522,967LandBldgEquipCostOrOtherBssAmt
Land Bldg Equip Accum Deprec$1,385,690LandBldgEquipAccumDeprecAmt
Land BOY$159,813LandBOYAmt
Land EOY$137,277LandEOYAmt
Land EOYFMV$137,277LandEOYFMVAmt
Other Assets BOY$152,107,243OtherAssetsBOYAmt
Other Assets EOY$169,074,961OtherAssetsEOYAmt
Other Assets EOYFMV$169,074,961OtherAssetsEOYFMVAmt
Total Assets BOY$1,342,598,467TotalAssetsBOYAmt
Total Assets EOY$1,462,122,744TotalAssetsEOYAmt
Total Assets EOYFMV$1,462,122,744TotalAssetsEOYFMVAmt
Accounts Payable BOY$612,764AccountsPayableBOYAmt
Accounts Payable EOY$1,644,015AccountsPayableEOYAmt
Grants Payable BOY$78,158,449GrantsPayableBOYAmt
Grants Payable EOY$52,456,987GrantsPayableEOYAmt
Other Liabilities BOY$10,206,423OtherLiabilitiesBOYAmt
Other Liabilities EOY$12,407,947OtherLiabilitiesEOYAmt
Total Liabilities BOY$88,977,636TotalLiabilitiesBOYAmt
Total Liabilities EOY$66,508,949TotalLiabilitiesEOYAmt
Organization Follows FASB117Yes (X)OrganizationFollowsFASB117Ind
No Donor Rstr Net Assests BOY$1,253,620,831NoDonorRstrNetAssestsBOYAmt
No Donor Rstr Net Assests EOY$1,395,613,795NoDonorRstrNetAssestsEOYAmt
Tot Net Ast Or Fund Balances BOY$1,253,620,831TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$1,395,613,795TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$1,342,598,467TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$1,462,122,744TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$1,253,620,831TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses-$23,458,269ExcessRevenueOverExpensesAmt
Other Increases$165,451,233OtherIncreasesAmt
Subtotal$1,395,613,795SubtotalAmt
Other Decreases$0OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$1,395,613,795TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (7 entries)

PropertyPropertyDescHow AcquiredHowAcquiredCdAcquiredAcquiredDtSoldSoldDtGross Sales PriceGrossSalesPriceAmtCost Or Other BasisCostOrOtherBasisAmtGain Or LossGainOrLossAmtGains Minus Excess Or LossesGainsMinusExcessOrLossesAmt
REALIZED GAINS/(LOSSES) FROM INVESTMENTSP2018-01-012020-12-31$416,112,912$341,864,895$74,248,017$74,248,017
REALIZED CAPITAL GAINSP2018-01-012020-12-31$3,487,087$3,487,087
REALIZED GAINS/(LOSSES) FROM PARTNERSHIPSP2018-01-012020-12-31$6,321,907$6,321,907
THE NIPPON VALUE INVESTORS - GAIN/LOSS ON DISPOSITIONP2010-01-012020-12-31$4$4
RYDER COURT GLOBAL EMERGING MARKETS - GAIN/LOSS ON DISPOSITIONP2014-01-012020-12-31$190,889$190,889
DAVIDSON KEMPNER INSTITUTIONAL PARTNERS, L.P. - GAIN/LOSS ON DISPOSITIONP2006-01-012020-12-31-$44,300-$44,300
CA RESOURCES FUND (US EXEMPT), LP SERIES BAIN X - GAIN/LOSS ON DISPOSITIONP2008-01-012020-12-31$13,153$13,153
FieldValueIRS element (for citing)
Capital Gain Net Income$84,216,757CapitalGainNetIncomeAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$1,511,601InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$1,511,601SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$1,511,601TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$1,359,499EstimatedPlusOvpmtIncmTxAmt
Exempt Frgn Org Tax Wthld At Srce$0ExemptFrgnOrgTaxWthldAtSrceAmt
Extsn Request Income Tax Paid$525,000ExtsnRequestIncomeTaxPaidAmt
Backup Withholding Withheld$0BackupWithholdingWithheldAmt
Total Payments And Credits$1,884,499TotalPaymentsAndCreditsAmt
Form2220 AttachedYes (X)Form2220AttachedInd
Es Penalty$0EsPenaltyAmt
Overpayment$372,898OverpaymentAmt
Applied To ES Tax$372,898AppliedToESTaxAmt
Refund$0RefundAmt

Statements Regarding Acty StatementsRegardingActyGrp

FieldValueIRS element (for citing)
Legislative Political Acty0LegislativePoliticalActyInd
More Than100 Spent0MoreThan100SpentInd
Form1120 POL Filed0Form1120POLFiledInd
Section4955 Organization Tax$0Section4955OrganizationTaxAmt
Section4955 Managers Tax$0Section4955ManagersTaxAmt
Tax Reimbursed$0TaxReimbursedAmt
Activities Not Previously Rpt0ActivitiesNotPreviouslyRptInd
Changes To Articles Or Bylaws0ChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over LimitYes (1)UnrelatedBusIncmOverLimitInd
Form990 T FiledYes (1)Form990TFiledInd
Organization Dissolved Etc0OrganizationDissolvedEtcInd
Section508e Rqr SatisfiedYes (1)Section508eRqrSatisfiedInd
At Least5000 In AssetsYes (1)AtLeast5000InAssetsInd
Org Report Or Register StateCAOrgReportOrRegisterStateCd
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 BooksMARY SEABURYIndividualWithBooksNm
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 (12 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
TIFFANY HARRIS
343 SANSOME STREET SUITE 550SAN FRANCISCOCA94104DIRECTOR2.00$13,000$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$360,159$22,403$2,819
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$678,765$102,844$22,578

Compensation Highest Paid Empl CompensationHighestPaidEmplGrp (5 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee BenefitsEmployeeBenefitsAmtExpense AccountExpenseAccountAmt
DAWNE BEAR NOVICOFF
343 SANSOME STREET SUITE 550SAN FRANCISCOCA94104CHIEF OPERATING OFFI40.00$312,270$46,393$1,292
JOSHUA MILLER
343 SANSOME STREET SUITE 550SAN FRANCISCOCA94104CHIEF PROGRAM OFFICE40.00$243,245$19,227$2,110
STACIE CHERNER
343 SANSOME STREET SUITE 550SAN FRANCISCOCA94104DIRECTOR OF LEARNING40.00$212,787$47,225$1,178
SOSSENA WALTER
343 SANSOME STREET SUITE 550SAN FRANCISCOCA94104DIRECTOR OF FINANCE40.00$201,841$35,640$1,034
JON MARKER
343 SANSOME STREET SUITE 550SAN FRANCISCOCA94104SENIOR PROGRAM OFFIC40.00$172,910$33,241$8,238
FieldValueIRS element (for citing)
Other Employee Paid Over50k11OtherEmployeePaidOver50kCnt

Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp (5 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdService TypeServiceTypeTxtCompensationCompensationAmt
ROSOV CONSULTING LLC
2095 ROSE STREET SUITE 101BERKELEYCA94709CONSULTING - GRANTS$356,087
VULCAN VALUE PARTNERS LLC
2801 HIGHWAY 280 SOUTH SUITE 300BIRMINGHAMAL35223INVESTMENT MANAGEMENT$251,799
RVK INC
1211 SW 5TH AVENUE SUITE 900PORTLANDOR97204INVESTMENT MANAGEMENT$251,063
DELOITTE & TOUCHE
PO BOX 844708DALLASTX752844708AUDIT$171,375
ACADIAN ASSET MANAGEMENT LLC
260 FRANKLIN STREETBOSTONMA02110INVESTMENT MANAGEMENT$162,513
FieldValueIRS element (for citing)
Contractor Paid Over50k9ContractorPaidOver50kCnt

Sum Of Program Related Invst SumOfProgramRelatedInvstGrp

FieldValueIRS element (for citing)
Description1JEWISH COMMUNITY COVID-19 EMERGENCY LOAN PROGRAMDescription1Txt
Expenses1$8,000,000Expenses1Amt
Total$8,000,000TotalAmt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$927,170,772AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$77,164,036AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$471,445,860FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$1,475,780,668TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$1,475,780,668AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$22,136,710CashDeemedCharitableAmt
Net Vl Noncharitable Assets$1,453,643,958NetVlNoncharitableAssetsAmt
Minimum Investment Return$72,682,198MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$72,682,198MinimumInvestmentReturnAmt
Tax Based On Investment Income$1,511,601TaxBasedOnInvestmentIncomeAmt
Income Tax$497,936IncomeTaxAmt
Total Tax$2,009,537TotalTaxAmt
Distributable Before Adj$70,672,661DistributableBeforeAdjAmt
Recoveries Qualfied Distri$0RecoveriesQualfiedDistriAmt
Distributable Before Ded$70,672,661DistributableBeforeDedAmt
Deduction From Distributable$0DeductionFromDistributableAmt
Distributable As Adjusted$70,672,661DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$63,971,451ExpensesAndContributionsAmt
Program Related Invst Total$8,000,000ProgramRelatedInvstTotalAmt
Charitable Assets Acquis Paid$36,645CharitableAssetsAcquisPaidAmt
Qualifying Distributions$72,008,096QualifyingDistributionsAmt
Pct Sect4940e Org Net Invst Incm$0PctSect4940eOrgNetInvstIncmAmt
Adjusted Qualifying Distri$72,008,096AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$70,672,661DistributableAsAdjustedAmt
Undistributed Income PY$0UndistributedIncomePYAmt
Total For Prior Years$0TotalForPriorYearsAmt
Excess Distribution Cyov Yr1$12,370,241ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$12,370,241TotalExcessDistributionCyovAmt
Qualifying Distributions$72,008,096QualifyingDistributionsAmt
Applied To Year1$0AppliedToYear1Amt
Applied To Prior Years$0AppliedToPriorYearsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$70,672,661AppliedToCurrentYearAmt
Remaining Distri From Corpus$1,335,435RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus$0ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$0ExcessDistributionCyovAppCYAmt
Total Corpus$13,705,676TotalCorpusAmt
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$13,705,676ExcessDistriCyovToNextYrAmt
Excess From Year1$12,370,241ExcessFromYear1Amt
Excess From Current Year$1,335,435ExcessFromCurrentYearAmt

Supplementary Information SupplementaryInformationGrp

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

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (292 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmtAddress Line2RecipientUSAddress/AddressLine2Txt
14TH STREET Y OF THE EDUCATIONAL ALLIANCE
344 EAST 14TH STREETNEW YORKNY10003PCJCRIF: SUPPORT FOR SUMMER CAMP CURRICULUM$50,000
ABRAHAMIC HOUSE
1009 N EDINBURGH AVE 7WEST HOLLYWOODCA90046PCJEWISH PROGRAMMING$5,000
ALPHA EPSILON PI FOUNDATION INC
8815 WESLEYAN ROADINDIANAPOLISIN46268PCJEWISH IDENTITY ENRICHMENT INITIATIVE$167,000
AMERICAN ISRAEL EDUCATION FOUNDATION INC
251 H STREET NWWASHINGTONDC20001PCGENERAL OPERATING SUPPORT$75,000
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$25,000
ASSOCIATED JEWISH COMMUNITY FEDERATION OF BALTIMORE INC
101 WEST MOUNT ROYAL AVENUEBALTIMOREMD21201PCCOMMUNITY-BASED JEWISH TEEN EDUCATION INITIATIVE$236,329
ASSOCIATED TALMUD TORAHS OF CHICAGO
3531 MADISON STREETSKOKIEIL60076PCGENERAL OPERATING SUPPORT$10,000
ASSOCIATED TALMUD TORAHS OF CHICAGO
3531 MADISON STREETSKOKIEIL60076PCGENERAL OPERATING SUPPORT$17,000
AT THE WELL PROJECT INC
3417 ORDWAY STREET NWWASHINGTONDC20016PCCAPACITY BUILDING SUPPORT$50,000
AT THE WELL PROJECT INC
3417 ORDWAY STREET NWWASHINGTONDC20016PCGENERAL OPERATING AND CAPACITY BUILDING SUPPORT$100,000
AUBURN THEOLOGICAL SEMINARY
475 RIVERSIDE DRIVE SUITE 1800NEW YORKNY10115PCSUPPORT FOR THE FILM, "RABBI"$1,800
AUBURN THEOLOGICAL SEMINARY
475 RIVERSIDE DRIVE SUITE 1800NEW YORKNY10115PCAUBURN THEOLOGICAL SEMINARY'S RABBI AND THE HARTLEY MEDIA IMPACT INITIATIVE$25,000
AVODAH THE JEWISH SERVICE CORPS
125 MAIDEN LANE 8BNEW YORKNY100385041PCJEWISH JUSTICE EDUCATORS PILOT$25,000
AVODAH THE JEWISH SERVICE CORPS
125 MAIDEN LANE 8BNEW YORKNY100385041PCSUPPORT OF JEWS OF COLOR BAYIT AND MANAGER OF RACIAL JUSTICE INITIATIVES$30,000
AYEKA LTD
AYEKA LTD 26 TOILSOME BROOK ROADSTAMFORDCT06905PCAYEKA SOULFUL PROFESSIONAL DEVELOPMENT PROGRAM$226,000
AYEKA LTD
AYEKA LTD 26 TOILSOME BROOK ROADSTAMFORDCT06905PCGENERAL OPERATING SUPPORT$50,000
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 YORKNY10001PCSUPPORT FOR WOMEN CHANGEMAKERS$5,000
BEND THE ARC - A JEWISH PARTNERSHIP FOR JUSTICE
330 7TH AVENUE SUITE 1902NEW YORKNY10001PCCONFERENCE SCHOLARSHIP$10,000
BIRTHRIGHT ISRAEL FOUNDATION
711 THIRD AVENUE 10TH FLOORNEW YORKNY10017PCGENERAL OPERATING SUPPORT$2,000,000
BIRTHRIGHT ISRAEL FOUNDATION
711 THIRD AVENUE 10TH FLOORNEW YORKNY10017PCGENERAL OPERATING SUPPORT$10,000
BIRTHRIGHT ISRAEL FOUNDATION
711 THIRD AVENUE 10TH FLOORNEW YORKNY10017PCTALENT CAPACITY FOR IMMERSIVE ISRAEL TRAVEL$1,000,000
BNAI BRITH YOUTH ORGANIZATION INC
800 EIGHTH STREET NWWASHINGTONDC20001PCCAPACITY BUILDING SUPPORT$1,520,000
BNAI BRITH YOUTH ORGANIZATION INC
800 EIGHTH STREET NWWASHINGTONDC20001PCGENERAL OPERATING SUPPORT$3,100,000
BNAI BRITH YOUTH ORGANIZATION INC
800 EIGHTH STREET NWWASHINGTONDC20001PCTALENT CAPACITY PILOT PROJECT BBYO$50,000
BNAI BRITH YOUTH ORGANIZATION INC
800 EIGHTH STREET NWWASHINGTONDC20001PCBBYO STAFF SUPPORT$20,000
BNAI BRITH YOUTH ORGANIZATION INC
800 EIGHTH STREET NWWASHINGTONDC20001PCGROWTH AND EXPANSION OF DEI$50,000
BNAI BRITH YOUTH ORGANIZATION INC
800 EIGHTH STREET NWWASHINGTONDC20001PCPRESIDENTIAL FUNDS TO SUPPORT BROTHERHOOD AND SISTERHOOD$10,000
BOARD OF JEWISH EDUCATION INC
520 EIGHTH AVENUE 15TH FLOORNEW YORKNY10018PCFELLOWSHIP FOR OUTCOMES-BASED TEEN EDUCATION AND ENGAGEMENT TRAINING$358,267
BOARD OF JEWISH EDUCATION INC
520 EIGHTH AVENUE 15TH FLOORNEW YORKNY10018PCJCRIF: EMERGENCY FUNDING FOR DIGITALJLEARNING 2.0.$137,500
BOARD OF JEWISH EDUCATION INC
520 EIGHTH AVENUE 15TH FLOORNEW YORKNY10018PCSENIOR STAFF PROFESSIONAL DEVELOPMENT$10,000
BOARD OF JEWISH EDUCATION INC
520 EIGHTH AVENUE 15TH FLOORNEW YORKNY10018PCCAPACITY BUILDING SUPPORT$750,000
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 RAFAELCA94903PCGENERAL OPERATING SUPPORT$18,000
BRANDEIS HILLEL DAY SCHOOL - MARIN
180 N SAN PEDRO ROADSAN RAFAELCA94903PCGENERAL OPERATING SUPPORT$5,000
BRONFMAN YOUTH FELLOWSHIPS IN ISRAEL INC
418 BROADWAY 2ND FLOORALBANYNY12207POFGENERAL OPERATING SUPPORT$5,000
BROTHERS FOR LIFE
270 SOUTH HANFORD STREET SUITE 207SEATTLEWA98134PCGENERAL OPERATING SUPPORT$7,500
BROTHERS FOR LIFE
270 SOUTH HANFORD STREET SUITE 207SEATTLEWA98134PCGENERAL OPERATING SUPPORT$11,500
CAMP RAMAH IN CALIFORNIA
17525 VENTURA BOULEVARD SUITE 310ENCINOCA91316PCGENERAL OPERATING SUPPORT$5,000
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$20,000
CENTER FOR JEWISH CULTURE AND CREATIVITY
2472 BROADWAY 331NEW YORKNY100257449PCSUPPORT FOR EJEWISH PHILANTHROPY$25,000
CENTER FOR JEWISH CULTURE AND CREATIVITY
2472 BROADWAY 331NEW YORKNY100257449PCEXODUS 1947$5,000
CHABAD OF NOE VALLEY INC
3771 CESAR CHAVEZSAN FRANCISCOCA94110PCGENERAL OPERATING SUPPORT$4,600
CHABAD OF SACRAMENTO
945 EVELYN LANESACRAMENTOCA95864PCGENERAL OPERATING SUPPORT$1,800
CITY LORE
56 E 1ST STREETNEW YORK CITYNY10003PCFILM SCRIPT ON JEWISH CONVERSOS AND IDENTITY$10,000
COLUMBIA BARNARD HILLEL INC
606 WEST 115TH STREETNEW YORKNY10025PCGENERAL OPERATING SUPPORT$2,500
COLUMBIA BARNARD HILLEL INC
606 WEST 115TH STREETNEW YORKNY10025PCGENERAL OPERATING SUPPORT$2,500
COMBINED JEWISH PHILANTHROPIES OF GREATER BOSTON INC
126 HIGH STREETBOSTONMA02110PCCOMMUNITY-BASED JEWISH TEEN EDUCATION INITIATIVE$206,455
CONGREGATION BETH JACOB
1550 ALAMEDA DE LAS PULGASREDWOOD CITYCA94061PCGENERAL OPERATING SUPPORT$25,000
CONGREGATION BETH SHOLOM SAN FRANCISCO
301 14TH AVENUESAN FRANCISCOCA94118PCGENERAL OPERATING SUPPORT$10,000
CONGREGATION BETH SHOLOM SAN FRANCISCO
301 14TH AVENUESAN FRANCISCOCA94118PCGENERAL OPERATING SUPPORT$15,000
CONGREGATION B'NAI JESHURUN
270 WEST 89TH STREETNEW YORKNY10023PCJEWISH HOME PROJECT$25,000
CONTEMPORARY JEWISH MUSEUM
736 MISSION STREETSAN FRANCISCOCA94103PCGENERAL OPERATING SUPPORT$187,500
CONTEMPORARY JEWISH MUSEUM
736 MISSION STREETSAN FRANCISCOCA94103PCGENERAL OPERATING SUPPORT$5,000
COUNCIL OF AMERICAN JEWISH MUSEUMS INC
PO BOX 12025JACKSONMS39236PCGRASSROOTS JEWISH COMMUNITY COLLECTION$40,000
DARIM ONLINE
1600 WARREN AVE NSEATTLEWA98109PCJCRIF: HIGH HOLY DAYS$37,500
DARIM ONLINE
1600 WARREN AVE NSEATTLEWA98109PCJCRIF: HIGH HOLY DAY SUPPLEMENTAL WEBSITE MARKETING$14,250
DC HEBREW LANGUAGE CHARTER SCHOOL
6015-17 CHILLUM PLACE NEWASHINGTONDC20011PCHEBREW LANGUAGE PROGRAM$10,000
DETROIT JEWISH NEWS FOUNDATION INC
29200 NORTHWESTERN HWY SUITE 110SOUTHFIELDMI48034PCJCRIF: EMERGENCY SUPPORT FOR JEWISH JOURNALISM$14,000
ENCOUNTER PROGRAMS INC
25 BROADWAY FLOOR 9NEW YORKNY10004PCGENERAL OPERATING SUPPORT$3,000
ESHEL INC
33 PROSPECT AVENUENORTHAMPTONMA01060PCGENERAL OPERATING SUPPORT$3,600
FACING HISTORY AND OURSELVES INC
16 HURD ROADBROOKLINEMA024456919PCEXPANSION OF THE JEWISH PARTNER SCHOOLS NETWORK$292,000
FACING HISTORY AND OURSELVES INC
16 HURD ROADBROOKLINEMA024456919PCGENERAL OPERATING SUPPORT$5,000
FJC - A FOUNDATION OF DONOR ADVISED FUNDS
520 8TH AVENUE 20TH FLOORNEW YORKNY10018PCGENERAL SUPPORT OF ILLUMINATE$5,000
FJC - A FOUNDATION OF DONOR ADVISED FUNDS
520 8TH AVENUE 20TH FLOORNEW YORKNY10018PCJCRIF - ALIGNED GRANT FUND MANAGEMENT AND ADMINISTRATION$20,000
FJC - A FOUNDATION OF DONOR ADVISED FUNDS
520 8TH AVENUE 20TH FLOORNEW YORKNY10018PCJCRIF - ALIGNED GRANT FUND MANAGEMENT AND ADMINISTRATION$20,000
FJC - A FOUNDATION OF DONOR ADVISED FUNDS
520 8TH AVENUE 20TH FLOORNEW YORKNY10018PCJCRIF: BRINGING ISRAEL HOME$61,665
FOUNDATION FOR JEWISH CAMP INC
253 WEST 35TH ST 4TH FLOORNEW YORKNY10001PCSPECIALTY CAMP INCUBATOR III$546,686
FOUNDATION FOR JEWISH CAMP INC
253 WEST 35TH ST 4TH FLOORNEW YORKNY10001PCJCRIF: EMERGENCY FUNDING FOR CAMPS AT RISK$500,000
FOUNDATION FOR JEWISH CAMP INC
253 WEST 35TH ST 4TH FLOORNEW YORKNY10001PCINNOVATION CHALLENGE SUPPORT$10,000
GANN ACADEMY THE NEW JEWISH HIGH SCHOOL OF GREATER BOSTON INC
333 FOREST STREETWALTHAMMA02452PCGENERAL OPERATING SUPPORT$5,000
GATHER INC
1817 M ST NWWASHINGTONDC20036PCGENERAL OPERATING SUPPORT$20,000
GATHER INC
1817 M ST NWWASHINGTONDC20036PCGENERAL OPERATING SUPPORT$18,000
GEORGE WASHINGTON UNIVERSITY
2134 G STREET NW ROOM 218WASHINGTONDC20052PCCONSORTIUM FOR APPLIED STUDIES IN JEWISH EDUCATION (CASJE) 2.0$255,000
GEORGE WASHINGTON UNIVERSITY
2134 G STREET NW ROOM 218WASHINGTONDC20052PCNATIONAL STUDY OF JEWISH EDUCATORS AND THE ORGANIZATIONS THAT EMPLOY THEM$371,500
GREATER MIAMI JEWISH FEDERATION
4200 BISCAYNE BOULEVARDMIAMIFL331373279PCMIAMI JEWISH FILM FESTIVAL$25,000
HABONIM LABOR ZIONIST YOUTH
254 36TH STREET B423 MAILBOX 50BROOKLYNNY11213PCBONIMOT TZEDEK LEADERSHIP DEVELOPMENT PROGRAM$79,635
HANNAH SENESH COMMUNITY DAY SCHOOL
342 SMITH STREETBROOKLYNNY11213PCGROWTH AND EXPANSION OF DEI$5,000
HAROLD GRINSPOON FOUNDATION
67 HUNT STREET SUITE 100AGAWAMMA01001PCPJ LIBRARY'S SAN FRANCISCO BAY AREA PROGRAM$5,000
HAROLD GRINSPOON FOUNDATION
67 HUNT STREET SUITE 100AGAWAMMA01001PCPJ LIBRARY ALLIANCE$500,000
HAZON INC
25 BROADWAY SUITE 1700NEW YORKNY10004PCJOFEE FELLOWSHIP - COHORT 4$26,179
HAZON INC
25 BROADWAY SUITE 1700NEW YORKNY10004PCGENERAL OPERATING SUPPORT$1,300,000
HEBREW AT THE CENTER INC
550 COCHITUATE RD EAST WING 4TH FLFRAMINGHAMMA01701PCMATCHING GRANT FOR LEADING IN HEBREW INITIATIVE$15,000STE 25
HEBREW UNION COLLEGE - JEWISH INSTITUTE OF RELIGION
BROOKDALE CENTER ONE WEST FOURTH STNEW YORKNY100122286PCEXECUTIVE MASTER OF ARTS IN RELIGIOUS EDUCATION PROGRAM$292,782
HILLEL THE FOUNDATION FOR JEWISH CAMPUS LIFE
800 EIGHTH STREET NWWASHINGTONDC200013724PCCAPACITY BUILDING SUPPORT$3,500,000
HILLEL THE FOUNDATION FOR JEWISH CAMPUS LIFE
800 EIGHTH STREET NWWASHINGTONDC200013724PCDEVELOPMENTAL EVALUATION CONSULTATION AND R&D PARTNERS MEETING$5,000
HILLEL THE FOUNDATION FOR JEWISH CAMPUS LIFE
800 EIGHTH STREET NWWASHINGTONDC200013724PCTALENT CAPACITY PILOT PROJECT HILLEL$50,000
HILLEL THE FOUNDATION FOR JEWISH CAMPUS LIFE
800 EIGHTH STREET NWWASHINGTONDC200013724PCJCRIF: EMERGENCY SUPPORT FOR HILLEL@HOME$100,000
HILLEL THE FOUNDATION FOR JEWISH CAMPUS LIFE
800 EIGHTH STREET NWWASHINGTONDC200013724PCJCRIF: EMERGENCY SUPPORT FOR TRAINING JEWISH SPIRITUAL LEADERS TO RESPOND TO CRISIS-PROJECT USHA$100,000
HILLEL THE FOUNDATION FOR JEWISH CAMPUS LIFE
800 EIGHTH STREET NWWASHINGTONDC200013724PCJCRIF: HILLEL HIGHER HOLIDAYS 5781$95,000
HILLEL THE FOUNDATION FOR JEWISH CAMPUS LIFE
800 EIGHTH STREET NWWASHINGTONDC200013724PCJCRIF: SERVING STUDENTS IN THEIR COMMUNITIES$50,000
HILLEL THE FOUNDATION FOR JEWISH CAMPUS LIFE
800 EIGHTH STREET NWWASHINGTONDC200013724PCGROWTH AND EXPANSION OF DEI$100,000
HILLEL THE FOUNDATION FOR JEWISH CAMPUS LIFE
800 EIGHTH STREET NWWASHINGTONDC200013724PCJCRIF: HILLEL WINTERFEST, LIGHT UP YOUR JANUARY$50,000
HONEYMOON ISRAEL FOUNDATION INC
6070 WHITEGATE CROSSINGEAST AMHERSTNY14051PCCAPACITY BUILDING SUPPORT$750,000
IKAR
1737 S LA CIENEGA BOULEVARDLOS ANGELESCA90035PCRABBINIC FELLOWSHIP IN JEWISH INNOVATION$169,921
IKAR
1737 S LA CIENEGA BOULEVARDLOS ANGELESCA90035PCJCRIF: DIGITAL DAWN FESTIVAL IN PARTNERSHIP WITH REBOOT$75,000
IKAR
1737 S LA CIENEGA BOULEVARDLOS ANGELESCA90035PCJEWISH EMERGENT NETWORK- BRIDGE FUNDING/PLANNING GRANT$100,000
IKAR
1737 S LA CIENEGA BOULEVARDLOS ANGELESCA90035PCHIGH HOLY DAYS$5,000
IKAR
1737 S LA CIENEGA BOULEVARDLOS ANGELESCA90035PCGENERAL OPERATING SUPPORT$18,000
INSTITUTE FOR JEWISH SPIRITUALITY
121 WEST 27TH STREET 404NEW YORKNY10001PCJCRIF: JCCA PILOT PARTNERSHIP$50,000
ISRAEL EDUCATION RESOURCE CENTER INC
95 REVERE DRIVE SUITE DNORTHBROOKIL60062PCACADEMIC CERTIFICATE IN ISRAEL EXPERIENTIAL EDUCATION PROGRAM$696,700
ISRAEL EDUCATION RESOURCE CENTER INC
95 REVERE DRIVE SUITE DNORTHBROOKIL60062PCTALENT CAPACITY PILOT PROJECT ICENTER$50,000
ISRAEL EDUCATION RESOURCE CENTER INC
95 REVERE DRIVE SUITE DNORTHBROOKIL90035PCJCRIF: SUPPORT FOR CERTIFICATE PROGRAM IN EXPERIENTIAL ISRAEL EDUCATION$127,120
ISRALIGHT SOUTH FLORIDA INC
9687 PAVAROTTI TERRACE 102BOYNTON BEACHNY34437PCJCRIF: ORAYTA GAP YEAR$38,250
ITREK INC
1460 BROADWAYNEW YORKNY10036PCGENERAL OPERATING SUPPORT$10,000
JEWISH AGENCY FOR ISRAEL - NORTH AMERICAN COUNCIL
633 THIRD AVENUE 21ST FLOORNEW YORKNY10017PCMAKOM PILOT FOR CONFLICT EDUCATION$50,000
JEWISH CENTER FOR JUSTICE
11960 SUNSET BOULEVARDLOS ANGELESCA90049PCJEWISH CENTER FOR JUSTICE'S COLLEGE$20,000
JEWISH COMMUNITY ALLIANCE OF SOUTHERN MAINE
1342 CONGRESS STREETPORTLANDME04102PCPJ LIBRARY$20,000
JEWISH COMMUNITY CENTER OF CINCINNATI
8485 RIDGE ROADCINCINNATIOH45236PCCOMMUNITY-BASED JEWISH TEEN EDUCATION INITIATIVE$74,147
JEWISH COMMUNITY CENTER OF SAN FRANCISCO
3200 CALIFORNIA STSAN FRANCISCOCA94118PCGENERAL OPERATING SUPPORT$36,000
JEWISH COMMUNITY CENTERS ASSOCIATION OF NORTH AMERICA
520 EIGHTH AVENUENEW YORKNY10018PCSHEVA EARLY CHILDHOOD DIRECTORS INSTITUTE$384,775
JEWISH COMMUNITY CENTERS ASSOCIATION OF NORTH AMERICA
520 EIGHTH AVENUENEW YORKNY10018PCSUPPORT FOR JCCA LEADERSHIP BREAKFAST$7,500
JEWISH COMMUNITY CENTERS ASSOCIATION OF NORTH AMERICA
520 EIGHTH AVENUENEW YORKNY10018PCSHORT-TERM EMERGENCY FUNDING$450,000
JEWISH COMMUNITY CENTERS ASSOCIATION OF NORTH AMERICA
520 EIGHTH AVENUENEW YORKNY10018PCPROJECT MANAGER FOR JOINT URJ/JCCA ECE INITIATIVE$23,000
JEWISH COMMUNITY FEDERATION OF SAN FRANCISCO THE PENINSULA MARIN & SONOMA
121 STEUART STREETSAN FRANCISCOCA94105PCEARLY CHILDHOOD AND FAMILY ENGAGEMENT INITIATIVE$152,687
JEWISH COMMUNITY FEDERATION OF SAN FRANCISCO THE PENINSULA MARIN & SONOMA
121 STEUART STREETSAN FRANCISCOCA94105PCJEWISH TEEN EDUCATION AND ENGAGEMENT INITIATIVE$618,968
JEWISH COMMUNITY FEDERATION OF SAN FRANCISCO THE PENINSULA MARIN & SONOMA
121 STEUART STREETSAN FRANCISCOCA94105PCIN SUPPORT THE MEMORY GARDEN PROJECT$10,000
JEWISH COMMUNITY FEDERATION OF SAN FRANCISCO THE PENINSULA MARIN & SONOMA
121 STEUART STREETSAN FRANCISCOCA94105PCASSIST THE JEWISH COMMUNITY DURING THE CORONAVIRUS CRISIS$20,000
JEWISH COMMUNITY FEDERATION OF SAN FRANCISCO THE PENINSULA MARIN & SONOMA
121 STEUART STREETSAN FRANCISCOCA94105PCBAY AREA COVID EMERGENCY RESPONSE (DAY SCHOOL SUPPORT)$500,000
JEWISH COMMUNITY FEDERATION OF SAN FRANCISCO THE PENINSULA MARIN & SONOMA
121 STEUART STREETSAN FRANCISCOCA94105PCEARLY CHILDHOOD EDUCATION IN A TIME OF COVID- SUPPORT FOR SCHOLARSHIPS AND SCHOOL REOPENING COSTS$600,000
JEWISH COMMUNITY FEDERATION OF SAN FRANCISCO THE PENINSULA MARIN & SONOMA
121 STEUART STREETSAN FRANCISCOCA94105PCEARLY CHILDHOOD EDUCATION AND FAMILY INITIATIVE$17,511
JEWISH COMMUNITY FEDERATION OF SAN FRANCISCO THE PENINSULA MARIN & SONOMA
121 STEUART STREETSAN FRANCISCOCA94105PCGENERAL OPERATING SUPPORT$25,000
JEWISH COMMUNITY FEDERATION OF SAN FRANCISCO THE PENINSULA MARIN & SONOMA
121 STEUART STREETSAN FRANCISCOCA94105PCGENERAL OPERATING SUPPORT$5,000
JEWISH COMMUNITY FEDERATION OF SAN FRANCISCO THE PENINSULA MARIN & SONOMA
121 STEUART STREETSAN FRANCISCOCA94105PCSCHOLARSHIP SUPPORT FOR OVERNIGHT CAMP AND PRESCHOOL$36,000
JEWISH COMMUNITY RELATIONS COUNCIL OF SAN FRANCISCO MARIN & PENINSULA
121 STEUART STREET SUITE 301SAN FRANCISCOCA94105PCINSTITUTE FOR CURRICULUM SERVICES$200,000
JEWISH COUNCIL FOR PUBLIC AFFAIRS
25 BROADWAY SUITE 1700NEW YORKNY10004PCTRAIN JEWISH PROFESSIONALS$50,000
JEWISH FAMILY AND CHILDREN'S SERVICES
2150 POST STREETSAN FRANCISCOCA94115PCGENERAL OPERATING SUPPORT$10,000
JEWISH FAMILY AND CHILDREN'S SERVICES
2150 POST STREETSAN FRANCISCOCA94115PCEMERGENCY FUND$5,000
JEWISH FEDERATION COUNCIL OF GREATER LOS ANGELES
6505 WILSHIRE BOULEVARDLOS ANGELESCA90048PCCOMMUNITY-BASED JEWISH TEEN EDUCATION INITIATIVE$122,259
JEWISH FEDERATION COUNCIL OF GREATER LOS ANGELES
6505 WILSHIRE BOULEVARDLOS ANGELESCA90048PCCOMMUNITY-BASED JEWISH TEEN EDUCATION INITIATIVE$353,375
JEWISH FEDERATION OF GREATER ATLANTA INC
1440 SPRING STREET NWATLANTAGA30309PCCOMMUNITY-BASED JEWISH TEEN EDUCATION INITIATIVE$599,975
JEWISH FEDERATION OF METROPOLITAN CHICAGO
BEN GURION WAY 30 SOUTH WELLS STCHICAGOIL60606PCCOMMUNITY-BASED JEWISH TEEN EDUCATION INITIATIVE$612,977
JEWISH FEDERATION OF METROPOLITAN CHICAGO
BEN GURION WAY 30 SOUTH WELLS STCHICAGOIL60606PCGENERAL OPERATING SUPPORT OF THE UNIVERSITY OF CHICAGO HILLEL$5,000
JEWISH FEDERATION OF SAN DIEGO COUNTY
4950 MURPHY CANYON ROADSAN DIEGOCA92123PCCOMMUNITY-BASED JEWISH TEEN EDUCATION INITIATIVE$550,032
JEWISH FEDERATION OF THE BERKSHIRES INC
196 SOUTH STREETPITTSFIELDNY01201PCGENERAL OPERATING SUPPORT$5,000
JEWISH FILM INSTITUTE
145 NINTH STREET SUITE 200SAN FRANCISCOCA94103PCEDUCATIONAL PROGRAMS$1,500
JEWISH FOOD SOCIETY INC
873 BROADWAY SUITE 502NEW YORKNY10003PCJCRIF: PODCAST ABOUT MULTICULTURAL ASPECTS OF JEWISH LIFE$27,500
JEWISH FUNDERS NETWORK
150 WEST 30TH STREET SUITE 900NEW YORKNY10001PCTHE JEWISH FOUNDATION COLLABORATIVE$25,000
JEWISH FUNDERS NETWORK
150 WEST 30TH STREET SUITE 900NEW YORKNY10001PCJFN INTERNATIONAL CONFERENCE$30,000
JEWISH FUNDERS NETWORK
150 WEST 30TH STREET SUITE 900NEW YORKNY10001PCGENERAL OPERATING SUPPORT$9,000
JEWISH FUNDERS NETWORK
150 WEST 30TH STREET SUITE 900NEW YORKNY10001PCGENERAL OPERATING SUPPORT FOR CANVAS$250,000
JEWISH GRANDPARENTS NETWORK INC
10717 STEVENSON ROADSTEVENSONMD21153PCSTRATEGY THINK TANK$12,500
JEWISH STUDIO PROJECT
940 DWIGHT WAY 13BBERKELEYCA94710PCGENERAL OPERATING SUPPORT$25,000
JEWISH STUDIO PROJECT
940 DWIGHT WAY 13BBERKELEYCA94710PCCAPACITY BUILDING SUPPORT$125,000
JEWISH THEOLOGICAL SEMINARY OF AMERICA
3080 BROADWAYNEW YORKNY10027PCLEADERSHIP COMMONS$257,990
JEWISH WOMEN INTERNATIONAL
1129 20TH ST NW SUITE 801WASHINGTONDC20036PCYOUNG WOMEN NETWORK BOARD$10,000
JIMENA INC
459 FULTON STREET 207SAN FRANCISCOCA94102PCSEPHARDIC AND MIZRAHI COMMUNITY ASSESSMENT$20,000
JPRO NETWORK INC
25 BROADWAY SUITE 1700NEW YORKNY10001PCCAPACITY BUILDING AND CONFERENCE SUPPORT$125,000
JQ INTERNATIONAL INC
801 LARRABEE ST 10WEST HOLLYWOODCA90069PCPERSIAN PRIDE LEADERSHIP INITIATIVES (PPLI)$40,000
JTA-MJL NEW CORP
24 WEST 30TH STREET 4TH FLOORNEW YORKNY10001PCCAPACITY BUILDING AND RESEARCH FOR 70 FACES MEDIA$160,000
JTA-MJL NEW CORP
24 WEST 30TH STREET 4TH FLOORNEW YORKNY10001PCJCRIF: ONLINE JEWISH LEARNING PLATFORM$170,000
JTA-MJL NEW CORP
24 WEST 30TH STREET 4TH FLOORNEW YORKNY10001PCJCRIF: CAPACITY BUILDING SUPPORT$34,000
KESHET
284 AMORY STREETJAMAICA PLAINMA02130PCCAPACITY BUILDING AND EXPANSION OF INSTITUTIONAL CHANGE$700,000
KESHET
284 AMORY STREETJAMAICA PLAINMA02130PCTALENT CAPACITY PILOT PROJECT KESHET$50,000
LAVATE
6167 BARROWS DRIVELOS ANGELESCA90048PCGENERAL OPERATING SUPPORT$10,000
LAVATE
6167 BARROWS DRIVELOS ANGELESCA90048PCGENERAL OPERATING SUPPORT$2,500
LEHRHAUS JUDAICA
2736 BANCROFT WAYBERKELEYCA94704PCTO SUPPORT THE WORK OF HAMAQOM - THE PLACE$35,000
LURIA ACADEMY OF BROOKLYN
238 ST MARKS AVENUEBROOKLYNNY11238PCGENERAL OPERATING SUPPORT$10,000
M2 THE INSTITUTE FOR EXPERIENTIAL JEWISH EDUCATION
68 3RD STREET SUITE 113BROOKLYNNY11231PCM2 CIRCLES$188,974
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: DAYS OF GRATITUDE INITIATIVE$20,000
M2 THE INSTITUTE FOR EXPERIENTIAL JEWISH EDUCATION
68 3RD STREET SUITE 113BROOKLYNNY11231PCJCRIF: CERTIFICATE PROGRAM IN VIRTUAL EXPERIENTIAL EDUCATION$15,000
MAYYIM HAYYIM LIVING WATERS COMMUNITY MIKVEH AND EDUCATION CENTER INC
1838 WASHINGTON STREETNEWTONMA02466PCGENERAL OPERATING SUPPORT$3,600
MECHON HADAR
190 AMSTERDAM AVENUENEW YORKNY10023PCGENERAL OPERATING AND CAPACITY BUILDING SUPPORT$20,242
MECHON HADAR
190 AMSTERDAM AVENUENEW YORKNY10023PCJCRIF: EMERGENCY FUNDING FOR PILOT PROGRAMS TO BUILD COMMUNITY$100,000
MECHON HADAR
190 AMSTERDAM AVENUENEW YORKNY10023PCGENERAL OPERATING SUPPORT$5,000
MECHON HADAR
190 AMSTERDAM AVENUENEW YORKNY10023PCJCRIF: EMERGENCY FUNDING FOR PILOT PROGRAMS TO BUILD COMMUNITY$20,000
MIAMI BEACH JEWISH COMMUNITY CENTER INC
4221 PINE TREE DRIVEMIAMI BEACHFL33140PCGENERAL OPERATING SUPPORT$15,000
MIAMI BEACH JEWISH COMMUNITY CENTER INC
4221 PINE TREE DRIVEMIAMI BEACHFL33140PCGENERAL OPERATING SUPPORT$15,000
MOISHE HOUSE
5802 MONROE ROADCHARLOTTENC28212PCSUPPORT OF MOISHE HOUSE IN DMV AND MOISHE HOUSE INTERNATIONAL FUND$40,000
MOISHE HOUSE
5802 MONROE ROADCHARLOTTENC28212PCTALENT CAPACITY PILOT PROJECT MOISHE HOUSE$50,000
MOISHE HOUSE
5802 MONROE ROADCHARLOTTENC28212PCJCRIF: EMERGENCY SUPPORT FOR RESIDENTS IN NEED$33,000
MOISHE HOUSE
5802 MONROE ROADCHARLOTTENC28212PCBAY AREA SUPPORT$15,000
MOISHE HOUSE
5802 MONROE ROADCHARLOTTENC28212PCGROWTH AND EXPANSION OF DEI$50,000
MOVING TRADITIONS
8380 OLD YORK ROAD SUITE 4300ELKINS PARKPA19027PCCAPACITY BUILDING SUPPORT$150,000
MOVING TRADITIONS
8380 OLD YORK ROAD SUITE 4300ELKINS PARKPA19027PCJCRIF: BUILDING WELLBEING AND RESILIENCE FOR JEWISH YOUTH & THE JEWISH COMMUNITY$65,000
NATIONAL JEWISH THEATER FOUNDATION INC
7700 LOS PINOS BOULEVARDCORAL GABLESFL33143PCGUIDE TO TEACHING THE HOLOCAUST$5,000
NATIONAL YIDDISH BOOK CENTER INC
1021 WEST STREETAMHERSTMA01002PCGREAT JEWISH BOOKS: PROFESSIONAL DEVELOPMENT FOR MIDDLE AND HIGH SCHOOL TEACHERS$191,559
NEW ISRAEL FUND
6 EAST 39TH ST SUITE 301NEW YORKNY100160112PCFOR SUPPORT OF ISRAEL STORY$10,000
NEW TEACHER CENTER
1205 PACIFIC AVENUE SUITE 301SANTA CRUZCA95060PCJCRIF: JEWISH NEW TEACHER PROJECT VIRTUAL MENTORS$50,000
NEW TEACHER CENTER
1205 PACIFIC AVENUE SUITE 301SANTA CRUZCA95060PCJEWISH NEW TEACHER PROJECT$500,000
NEW VENTURE FUND
1828 L STREET NW SUITE 300-AWASHINGTONDC20036PCSAFETYRESPECTEQUITY JEWISH COALITION$500,000
NEW YORK UNIVERSITY
7 EAST 10TH STREETNEW YORKNY10003PCAPPLIED RESEARCH CENTER FOR AMERICAN JEWRY$30,584
NEW YORK UNIVERSITY
7 EAST 10TH STREETNEW YORKNY10003PCAPPLIED RESEARCH CENTER FOR AMERICAN JEWRY$92,479
NONPROFIT FINANCE FUND
5 HANOVER SQUARE 9TH FLOORNEW YORKNY10004PCJCRIF ADMINISTRATION$270,000
OHEV SHALOM THE NATIONAL SYNAGOGUE
1600 JONQUIL STREET NWWASHINGTONDC20012PCSUPPORT FOR CHILDREN'S BOOK ILLUSTRATOR$5,000
ONETABLE
WEWORK NOMAD 79 MADISON AVENUENEW YORKNY10016PCGENERAL OPERATING SUPPORT$15,000
OSHMAN FAMILY JEWISH COMMUNITY CENTER
3921 FABIAN WAYPALO ALTOCA94303PCIN SUPPORT OF THE ICON PROGRAM$5,000
OSHMAN FAMILY JEWISH COMMUNITY CENTER
3921 FABIAN WAYPALO ALTOCA94303PCJCRIF: SUPPORT FOR OFJCC Z3 INITIATIVE$100,000
OSHMAN FAMILY JEWISH COMMUNITY CENTER
3921 FABIAN WAYPALO ALTOCA94303PCGENERAL OPERATING SUPPORT$5,000
PEF ISRAEL ENDOWMENT FUNDS INC
630 THIRD AVENUE 15TH FLOOR STENEW YORKNY10017PCJCRIF: BINA/MERCHAVIM GAP YEAR$25,0001501
PEARLSTONE CONFERENCE & RETREAT CENTER INC
5425 MT GILEAD ROADREISTERSTOWNMD21136PCJCRIF: EMERGENCY RESOURCES FOR HOUSING, FOOD SUPPORT, AND VIRTUAL JOFEE PROGRAMMING$90,000
PEARLSTONE CONFERENCE & RETREAT CENTER INC
5425 MT GILEAD ROADREISTERSTOWNMD21136PCCONSULTANCY SUPPORT FOR TRANSFER OF TEVA PROGRAM FROM HAZON TO PEARLSTONE$15,000
PEARLSTONE CONFERENCE & RETREAT CENTER INC
5425 MT GILEAD ROADREISTERSTOWNMD21136PCGENERAL OPERATING SUPPORT FOR JEWISH OUTDOOR, FOOD, FARMING, AND ENVIRONMENTAL EDUCATION$120,000
PRESIDENT & TRUSTEES OF COLBY COLLEGE
4000 MAYFLOWER HILLWATERVILLEME04901PCOPERATING SUPPORT FOR CENTER FOR SMALL TOWN JEWISH LIFE$2,500
PRIZMAH CENTER FOR JEWISH DAY SCHOOLS INC
254 WEST 54TH STREET 11TH FLOORNEW YORKNY10019PCJCRIF: EMERGENCY FINANCIAL AID FOR JEWISH DAY SCHOOLS$500,000
PRIZMAH CENTER FOR JEWISH DAY SCHOOLS INC
254 WEST 54TH STREET 11TH FLOORNEW YORKNY10019PCSUPPORT TO FACILITATE EMERGENCY LOANS AND GRANTS$20,000
PRIZMAH CENTER FOR JEWISH DAY SCHOOLS INC
254 WEST 54TH STREET 11TH FLOORNEW YORKNY10019PCGROWTH AND EXPANSION OF DEI$100,000
PRIZMAH CENTER FOR JEWISH DAY SCHOOLS INC
254 WEST 54TH STREET 11TH FLOORNEW YORKNY10019PCGENERAL OPERATING SUPPORT$1,500,000
RABBINICAL ASSEMBLY OF AMERICA
3080 BROADWAYNEW YORKNY10027PCJCRIF: WELLNESS SUPPORT FOR USCJ RABBIS$50,000
REBOOT INC
734 LONGMEADOW STREET UNIT 103LONGMEADOWMA01106PCGENERAL OPERATING SUPPORT$900,000
REBOOT INC
734 LONGMEADOW STREET UNIT 103LONGMEADOWMA01106PCREBOOT IDEAS FESTIVAL$10,000
REBOOT INC
734 LONGMEADOW STREET UNIT 103LONGMEADOWMA01106PCREBOOT IDEAS FESTIVAL$5,000
REBOOT INC
734 LONGMEADOW STREET UNIT 103LONGMEADOWMA01106PCGENERAL OPERATING SUPPORT$5,000
REBOOT INC
734 LONGMEADOW STREET UNIT 103LONGMEADOWMA01106PCGENERAL OPERATING SUPPORT$15,000
REBOOT INC
734 LONGMEADOW STREET UNIT 103LONGMEADOWMA01106PCGENERAL OPERATING SUPPORT$20,000
REBOOT INC
734 LONGMEADOW STREET UNIT 103LONGMEADOWMA01106PCGENERAL OPERATING SUPPORT$17,000
REGENTS OF THE UNIVERSITY OF CALIFORNIA AT BERKELEY
1995 UNIVERSITY AVE SUITE 400BERKELEYCA947041070PCBERKELEY INSTITUTE FOR JEWISH LAW AND ISRAEL STUDIES$325,000
REPAIR THE WORLD INC
PO BOX 2015 322 W 52ND STREETNEW YORKNY10101PCGENERAL OPERATING SUPPORT$10,000
REPAIR THE WORLD INC
PO BOX 2015 322 W 52ND STREETNEW YORKNY10101PCGENERAL OPERATING SUPPORT$750,000
REPAIR THE WORLD INC
PO BOX 2015 322 W 52ND STREETNEW YORKNY10101PCGENERAL OPERATING SUPPORT$650,000
REPAIR THE WORLD INC
PO BOX 2015 322 W 52ND STREETNEW YORKNY10101PCJCRIF: NATIONAL SERVICE INITIATIVE$225,000
REPAIR THE WORLD INC
PO BOX 2015 322 W 52ND STREETNEW YORKNY10101PCVOLUNTEER EDUCATION AND PROGRAMS$20,000
REPAIR THE WORLD INC
PO BOX 2015 322 W 52ND STREETNEW YORKNY10101PCJCRIF: NATIONAL SERVICE INITIATIVE PHASE III$75,000
ROSE COMMUNITY FOUNDATION
4500 CHERRY CREEK DR SOUTH SUITEDENVERCO80246PCCOMMUNITY-BASED JEWISH TEEN EDUCATION INITIATIVE$339,334900
SAN FRANCISCO HILLEL JEWISH STUDENT CENTER
33 BANBURY DRIVESAN FRANCISCOCA94132PCGENERAL OPERATING SUPPORT$10,000
SAN FRANCISCO JEWISH COMM PUBLICATIONS
225 BUSH STREET 480SAN FRANCISCOCA94104PCJ. THE JEWISH NEWS OF NORTHERN CALIFORNIA IN HONOR OF DAN LEEMON$5,000
SAN FRANCISCO JEWISH COMM PUBLICATIONS
225 BUSH STREET 480SAN FRANCISCOCA94104PCGENERAL OPERATING SUPPORT$2,000
SAN FRANCISCO JEWISH COMM PUBLICATIONS
225 BUSH STREET 480SAN FRANCISCOCA94104PCJCRIF: EMERGENCY SUPPORT FOR JEWISH JOURNALISM$36,000
SEFARIA INC
195 MONTAGUE ST 14TH FLOORBROOKLYNNY11201PCGENERAL OPERATING SUPPORT$750,000
SEFARIA INC
195 MONTAGUE ST 14TH FLOORBROOKLYNNY11201PCGENERAL OPERATING SUPPORT$20,000
SEFARIA INC
195 MONTAGUE ST 14TH FLOORBROOKLYNNY11201PCGENERAL OPERATING SUPPORT$6,400
SHAZUR INTERWOVEN INC
530 W 236 STREET APT 1MBRONXNY10463PCGENERAL OPERATING SUPPORT FOR "THE GOOD JEW" TELEVISION MINI SERIES$50,000
SHEFA SCHOOL INC
40 EAST 29TH STREETNEW YORKNY10016PCGENERAL OPERATING SUPPORT$5,000
SLINGSHOT FUND INC
25 BROADWAY 9TH FLOORNEW YORKNY10004PCRACIAL EQUITY FUNDING GUIDE$50,000
SOCIAL GOOD FUND
PO BOX 5473RICHMONDCA94805PCGENERAL OPERATING SUPPORT FOR DAYENU$25,000
SOLOMON SCHECHTER SCHOOL OF MANHATTAN
805 COLUMBUS AVENUENEW YORKNY10025PCGENERAL OPERATING SUPPORT$20,000
SPERTUS INSTITUTE FOR JEWISH LEARNING AND LEADERSHIP
610 SOUTH MICHIGAN AVENUECHICAGOIL60605PCCERTIFICATE IN JEWISH LEADERSHIP$100,000
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$25,000
STORAHTELLING LAB SHUL INC
131 VARICK STREET SUITE 921NEW YORKNY10013PCGENERAL OPERATING SUPPORT$10,000
SVARA
8643 DRAKE AVENUESKOKIEIL60076PCSVARA TRANSFORMATIVE TALMUD TEACHER FELLOWSHIP$260,892
SVARA
8643 DRAKE AVENUESKOKIEIL60076PCSTRATEGIC AND BUSINESS PLANNING$25,000
TAMID ISRAEL INVESTMENT GROUP LTD
1100 WAYNE AVENUE SUITE 850SILVER SPRINGMD20910PCGENERAL OPERATING SUPPORT$5,000
TAMID ISRAEL INVESTMENT GROUP LTD
1100 WAYNE AVENUE SUITE 850SILVER SPRINGMD20910PCJCRIF: CAMPUS ENGAGEMENT$25,000
TAWONGA JEWISH COMMUNITY CORPORATION
131 STEUART STREET SUITE 460SAN FRANCISCOCA94105PCGENERAL OPERATING SUPPORT$5,000
THE AMERICAN JEWISH JOINT DISTRIBUTION COMMITTEE INC
220 EAST 42ND STREET SUITE 400NEW YORKNY10017PCJDC ENTWINE$1,000,000
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
326 GALVEZ STREETSTANFORDCA94305PCRESEARCH FUND FOR CONCENTRATION IN EDUCATION AND JEWISH STUDIES$50,000
THE BRANDEIS SCHOOL OF SAN FRANCISCO
655 BROTHERHOOD WAYSAN FRANCISCOCA94132PCSCHOLARSHIPS$18,000
THE INSTITUTE FOR THE NEXT JEWISH FUTURE
5472 S EVERETT AVENUECHICAGOIL60615PCGENERAL OPERATING SUPPORT$10,000
THE ISRAEL INSTITUTE INC
1250 EYE STREET NW SUITE 800WASHINGTONDC20005PCGENERAL OPERATING SUPPORT$500,000
THE JEWISH COMMUNITY DAY SCHOOL INC
57 STANLEY AVENUEWATERTOWNMA02472PCGENERAL OPERATING SUPPORT$3,600
THE JEWISH COMMUNITY DAY SCHOOL INC
57 STANLEY AVENUEWATERTOWNMA02472PCCOVID-RELATED OPENING EXPENSES$50,000
THE JEWISH COMMUNITY DAY SCHOOL INC
57 STANLEY AVENUEWATERTOWNMA02472PCGENERAL OPERATING SUPPORT$25,000
THE JEWISH COMMUNITY HIGH SCHOOL OF THE BAY
1835 ELLIS STREETSAN FRANCISCOCA94115PCSCHOLARSHIPS$75,000
THE JEWISH COMMUNITY HIGH SCHOOL OF THE BAY
1835 ELLIS STREETSAN FRANCISCOCA94115PCESTABLISH EMERGENCY RELIEF AND PRESERVATION FUND FOR THE BAY AREA JEWISH COMMUNITY HIGH SCHOOL$850,000
THE JEWISH COMMUNITY HIGH SCHOOL OF THE BAY
1835 ELLIS STREETSAN FRANCISCOCA94115PCSCHOLARSHIPS$5,000
THE JEWISH COMMUNITY HIGH SCHOOL OF THE BAY
1835 ELLIS STREETSAN FRANCISCOCA94115PCSCHOLARSHIPS$18,000
THE JEWISH FEDERATIONS OF NORTH AMERICA INC
25 BROADWAY SUITE 1700NEW YORKNY10004PCTHE PEOPLEHOOD PAPERS - GENERAL SUPPORT$5,000
THE JEWISH FEDERATIONS OF NORTH AMERICA INC
25 BROADWAY SUITE 1700NEW YORKNY10004PCNEXT GEN JEWISH EDUCATORS$428,250
THE JEWISH FEDERATIONS OF NORTH AMERICA INC
25 BROADWAY SUITE 1700NEW YORKNY10004PCSHORT-TERM EMERGENCY FUNDING$300,000
THE JEWISH FEDERATIONS OF NORTH AMERICA INC
25 BROADWAY SUITE 1700NEW YORKNY10004PCSUPPORT FOR THE JEWISH CHANGEMAKERS FELLOWSHIP EVALUATION PLAN$25,000
THE SHALOM HARTMAN INSTITUTE OF NORTH AMERICA
475 RIVERSIDE DR SUITE 1450NEW YORKNY10115PCGENERAL OPERATING SUPPORT$3,000,000
THE SHALOM HARTMAN INSTITUTE OF NORTH AMERICA
475 RIVERSIDE DR SUITE 1450NEW YORKNY10115PCJCRIF: HEVRUTA GAP YEAR$25,000
THE SHALOM HARTMAN INSTITUTE OF NORTH AMERICA
475 RIVERSIDE DR SUITE 1450NEW YORKNY10115PCSHALOM HARTMAN INSTITUTE CAMPUS PROGRAM$25,000
THE SHALOM HARTMAN INSTITUTE OF NORTH AMERICA
475 RIVERSIDE DR SUITE 1450NEW YORKNY10115PCIENGAGE ON CAMPUS$20,000
THE WEXNER FOUNDATION
8000 WALTON PARKWAY SUITE 110NEW ALBANYOH43054PFWEXNER FIELD FELLOWSHIP AND ALUMNI ACTIVITIES$398,633
THE WORLD UNION FOR PROGRESSIVE JUDAISM LTD
633 THIRD AVENUE 7TH FLOORNEW YORKNY10017PCIN SUPPORT OF ISRAEL RELIGIOUS ACTION CENTER$5,000
THE WORLD UNION FOR PROGRESSIVE JUDAISM LTD
633 THIRD AVENUE 7TH FLOORNEW YORKNY10017PCEDUCATIONAL PROGRAMS FOR NORTH AMERICAN FAMILIES$55,000
TIDES CENTER
1012 TORNEY AVENUESAN FRANCISCOCA94104PCDESIGN EXPERIMENT: SOCIAL MEDIA INFLUENCERS AND HOME-BASED / DIY JUDAISM$40,000
TIDES CENTER
1012 TORNEY AVENUESAN FRANCISCOCA94104PCGENERAL OPERATING SUPPORT FOR THE SACRED DESIGN LAB$60,000
TIDES CENTER
1012 TORNEY AVENUESAN FRANCISCOCA941291755PCJEWS OF COLOR FIELD BUILDING INITIATIVE (JOCFBI)$375,000
TIDES CENTER
1012 TORNEY AVENUESAN FRANCISCOCA941291755PCEXPANSION OF SUPPORT FOR JEWS OF COLOR INITIATIVE$100,000
TIDES CENTER
1012 TORNEY AVENUESAN FRANCISCOCA941291755PCJCRIF: SUPPORT FOR JEWS OF COLOR LEADERS AND ORGANIZATIONS$200,000
TIDES CENTER
1012 TORNEY AVENUESAN FRANCISCOCA941291755PCCAREER DEVELOPMENT PROGRAM$20,000
TIDES CENTER
1012 TORNEY AVENUESAN FRANCISCOCA941291755PCAMMUD COURSE BUILDING FUND$10,000
UNION FOR REFORM JUDAISM
633 THIRD AVENUE 7TH FLOORNEW YORKNY10017PCRELIGIOUS ACTION CENTER (RAC) YOUNG ADULT PROGRAMMING$10,000
UNION FOR REFORM JUDAISM
633 THIRD AVENUE 7TH FLOORNEW YORKNY10017PCGENERAL OPERATING SUPPORT$25,000
UNITED JEWISH APPEAL FEDERATION OF JEWISH PHILANTHROPIES OF NY INC
130 EAST 59TH STREETNEW YORKNY10022PCJEWISH SUMMER EXPERIENCES FOR TEENS$297,301
UNIVERSITY OF OREGON FOUNDATION
1720 E 13TH AVENUE SUITE 410EUGENEOR97403PCUNIVERSITY OF OREGON JUDAIC STUDIES PROGRAM & OREGON HILLEL FOUNDATION PARTNERSHIP$125,000
UNIVERSITY OF SAN FRANCISCO
2130 FULTON STREETSAN FRANCISCOCA94117PCJEWISH STUDIES$5,000
UPSTART BAY AREA
1111 BROADWAY 3RD FLOOROAKLANDCA94607PCJCRIF: EMERGENCY SUPPORT FOR COLLABORATIONS, CONSOLIDATIONS, AND CLOSINGS OF ORGANIZATIONS$37,500
UPSTART BAY AREA
1111 BROADWAY 3RD FLOOROAKLANDCA94607PCJEWISH INNOVATOR PAYROLL RELIEF FUND$100,000
UPSTART BAY AREA
1111 BROADWAY 3RD FLOOROAKLANDCA94607PCJCRIF: STRENGTHENING STRATEGIC PARTNERSHIPS AND ALLIANCES$60,000
UPSTART BAY AREA
1111 BROADWAY 3RD FLOOROAKLANDCA94607PCGENERAL OPERATING SUPPORT$10,000
UPSTART BAY AREA
1111 BROADWAY 3RD FLOOROAKLANDCA94607PCSCALING AND CAPACITY BUILDING$2,000,000
URBAN ADAMAH
1151 6TH STREETBERKELEYCA94710PCGENERAL OPERATING SUPPORT$20,000
URBAN ADAMAH
1151 6TH STREETBERKELEYCA94710PCGENERAL OPERATING SUPPORT$5,000
URBAN ADAMAH
1151 6TH STREETBERKELEYCA94710PCGENERAL OPERATING SUPPORT FOR JEWISH OUTDOOR, FOOD, FARMING, AND ENVIRONMENTAL EDUCATION (JOFEE)$150,000
WASHINGTON SQUARE MINYAN
384 HARVARD STREETBROOKLINEMA02446PCCOVID-RELATED HIGH HOLIDAY EXPENSES$3,000
WILDERNESS TORAH
2222 HAROLD WAYBERKELEYCA94704PCGENERAL OPERATING SUPPORT$3,600
WILDERNESS TORAH
2222 HAROLD WAYBERKELEYCA94704PCGENERAL OPERATING SUPPORT FOR JEWISH OUTDOOR, FOOD, FARMING, AND ENVIRONMENTAL EDUCATION (JOFEE)$120,000
YESHIVAT CHOVEVEI TORAH RABBINICAL SCHOOL
3700 HENRY HUDSON PKWY 2ND FLOORRIVERDALENY10463PCBUSINESS PLAN$25,000
YESHIVAT CHOVEVEI TORAH RABBINICAL SCHOOL
3700 HENRY HUDSON PKWY 2ND FLOORRIVERDALENY10463PCGENERAL OPERATING SUPPORT$15,000
YESHIVAT MAHARAT INC
3700 HENRY HUDSON PARKWAYBRONXNY10463PCADVANCED KOLLEL: EXECUTIVE ORDINATION TRACK$219,194
YESHIVAT MAHARAT INC
3700 HENRY HUDSON PARKWAYBRONXNY10463PCJCRIF: MIND THE GAP: A (MINI) SABBATICAL FELLOWSHIP FOR YOUNG PROFESSIONALS$100,000
YESHIVAT MAHARAT INC
3700 HENRY HUDSON PARKWAYBRONXNY10463PCGENERAL OPERATING SUPPORT$15,000
YOUNG JUDAEA GLOBAL INC
575 8TH AVENUE 11TH FLOORNEW YORKNY10018PCJCRIF: EMERGENCY SUPPORT FOR YEAR COURSE SCHOLARSHIPS$18,000
ZIONESS MOVEMENT INC
633 THIRD AVENUE 21ST FLOORNEW YORKNY10017PCJEWISH EDUCATION SUPPORT$10,000
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$50,828,877TotalGrantOrContriPdDurYrAmt

Grant Or Contri Apprv For Fut GrantOrContriApprvForFutGrp (15 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmtAddress Line1RecipientForeignAddress/AddressLine1TxtProvince Or StateRecipientForeignAddress/ProvinceOrStateNmCountryRecipientForeignAddress/CountryCdForeign PostalRecipientForeignAddress/ForeignPostalCd
AT THE WELL PROJECT INC
3417 ORDWAY STREET NWWASHINGTONDC20016PCGENERAL OPERATING AND CAPACITY BUILDING SUPPORT$150,000
COMMUNITY INITIATIVES
1000 BROADWAY SUITE 480OAKLANDCA94607PCJCRIF: YOUTH MENTAL HEALTH FIRST AID TRAINING FOR JEWISH PROFESSIONALS$100,000
COUNCIL OF AMERICAN JEWISH MUSEUMS INC
PO BOX 12025JACKSONMS39236PCCHRONICLING THE IMPACT OF THE COVID-19 PANDEMIC ON THE JEWISH COMMUNITY AND THE JEWISH COMMUNITY'S RESPONSE$80,000
FEDERATION CJA (MONTREAL JEWISH FEDERATION)
PCJCRIF: MARKET RESEARCH WITH THE ROSOV CONSULTING GROUP$35,0005151 SAINT-CATHERINE ST WMONTREALCAH3W 1M6
GEORGE WASHINGTON UNIVERSITY
2134 G STREET NW ROOM 218WASHINGTONDC20052PCNATIONAL STUDY OF JEWISH EDUCATORS AND THE ORGANIZATIONS THAT EMPLOY THEM$85,000
JEWISH FEDERATION OF METROPOLITAN DETROIT
6735 TELEGRAPH ROADBLOOMFIELD HILLSMI48301PCJLIFE$150,000
JEWISH STUDIO PROJECT
940 DWIGHT WAY 13BBERKELEYCA94710PCGENERAL OPERATING AND STRATEGIC PLANNING SUPPORT$125,000
KESHET
284 AMORY STREETJAMAICA PLAINMA02130PCCAPACITY BUILDING AND EXPANSION OF INSTITUTIONAL CHANGE$1,100,000
LEADING EDGE ALLIANCE INC
85 BROAD STREET 16TH FLOORNEW YORKNY10004PCGENERAL OPERATING SUPPORT$1,000,000
M2 THE INSTITUTE FOR EXPERIENTIAL JEWISH EDUCATION
68 3RD STREET SUITE 113BROOKLYNNY11231PCCAPACITY BUILDING SUPPORT$2,400,000
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 YORKNY10023PCGENERAL OPERATING SUPPORT$500,000
NEW VENTURE FUND
1828 L STREET NW SUITE 300-AWASHINGTONDC20036PCSAFETY RESPECT EQUITY (SRE) NETWORK - GENERAL OPERATING SUPPORT$500,000
UPSTART BAY AREA
1111 BROADWAY 3RD FLOOROAKLANDCA94607PCJCRIF: SUPPORT VENTURES RELIANT ON EARNED INCOME$50,000
YESHIVAT CHOVEVEI TORAH RABBINICAL SCHOOL
3700 HENRY HUDSON PKWY 2ND FLOORRIVERDALENY10463PCGENERAL OPERATING SUPPORT$450,000
FieldValueIRS element (for citing)
Total Grant Or Contri Apprv Fut$6,745,000TotalGrantOrContriApprvFutAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$244,484ExclusionAmt

Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$10,638,499ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion-$7,531,937ExclusionAmt

Other Revenue Described OtherRevenueDescribedGrp

FieldValueIRS element (for citing)
DescINCOME FROM AFFILIATESDesc
Exclusion16ExclusionCd
Exclusion$7,752,842ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$0UnrelatedBusinessTaxblIncmAmt
Exclusion$11,103,888ExclusionAmt
Related Or Exempt Function Incm$0RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$11,103,888TotalIncomeProducingActyAmt

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$221,150Amt
Net Investment Income$111,675NetInvestmentIncomeAmt
Disbursements Charitable Prps$109,475DisbursementsCharitablePrpsAmt

Expenditure Responsibility Stmt ExpenditureResponsibilityStmt

Expenditure Responsibility ExpenditureResponsibilityGrp (2 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$3,511,526FOR THE ENHANCEMENT OF THE WEXNER FIELD FELLOWSHIP AND ALUMNI SUPPORT.$800,898NONETHE GRANTEE SUBMITTED FULL AND COMPLETE REPORTS ON 11/10/2020.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 FLOORALBANYNY122072020-02-26$5,000GENERAL OPERATING SUPPORT.$5,000NONETHE GRANTEE SUBMITTED FULL AND COMPLETE REPORTS OF EXPENDITURE ON 11/11/2021THE 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$19,500TRANSFERS FROM CONTROLLED ENTITIESINTERLAND CAPITAL343 SANSOME STREET, SUITE 550SAN FRANCISCO, CA 94104S CORPORATION DISTRIBUTION88-0380024$89,979INTERLAND GROWTH, LP2398 E. CAMELBACK ROAD, SUITE 200PHOENIX, AZ 85016PARTNERSHIP DISTRIBUTION88-0378850$6,797,300INTERLAND GROWTH II, LLC343 SANSOME STREET, SUITE 550SAN FRANCISCO, CA 94104PARTNERSHIP DISTRIBUTION81-3935519$4,513,071JRT WHARF PLAZA I & II, LLC343 SANSOME STREET, SUITE 550SAN FRANCISCO, CA 94104PARTNERSHIP DISTRIBUTION80-0100507$409,363LIST 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
BARINGS GLOBAL FLOATING RATE$34,083,818$34,083,818
DODGE & COX INCOME FUND$161,028,633$161,028,633
MACKAY SHIELDS LLC$34,613,549$34,613,549
PIMCO INCOME FUND INST CL$54,041,127$54,041,127
TCW EMERGING MARKETS INCOME FUND$34,580,263$34,580,263

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp (8 entries)

StockStockNmEOY Book ValueEOYBookValueAmtEOYFMVEOYFMVAmt
ACADIAN ACWI EX US SMALL-CAP$32,819,502$32,819,502
DODGE & COX INT'L STOCK FUND$61,926,165$61,926,165
EURO PACIFIC GROWTH FUND$57,434,972$57,434,972
SPRUCEGROVE US INTERNATIONAL INV. FUND$77,881,589$77,881,589
VANGUARD S&P 500 ETF$58,544,499$58,544,499
VULCAN VALUE PARTNERS$53,681,202$53,681,202
ARGA EMERGING MARKETS EQUITY FUND$66,955,294$66,955,294
GQG PARTNERS EMERGING MARKETS EQUITY FUND$78,636,745$78,636,745

Investments Other Schedule2 InvestmentsOtherSchedule2

Investments Other InvestmentsOtherGrp (56 entries)

Category Or ItemCategoryOrItemTxtListed At Cost Or FMVListedAtCostOrFMVCdBook ValueBookValueAmtEOYFMVEOYFMVAmt
ADAGE CAPITAL PARTNERS, L.P.FMV$91,367,853$91,367,853
ATALAYA CAPITAL VI, LLCFMV$1,806,549$1,806,549
CA RES FUND SERIES BAIN X-COREFMV$230,609$230,609
CA RESOURCES FUND BAIN EUROPE IIIFMV$232,056$232,056
CARLYLE VENTURE IIFMV$19,312$19,312
CERBERUS INST OVERSEAS IV, LTD.FMV$268,749$268,749
DATA COLLECTIVE III, LPFMV$5,052,268$5,052,268
DATA COLLECTIVE IV, LPFMV$4,559,079$4,559,079
ELLIOTT INTERNATIONAL LTD.FMV$17,863,403$17,863,403
ENCAP ENERGY CAPITAL FUND IXFMV$1,021,778$1,021,778
ENCAP ENERGY CAPITAL FUND VII-B, LPFMV$87,810$87,810
ENCAP ENERGY CAPITAL FUND VIII, L.P.FMV$664,320$664,320
ENCAP ENERGY CAPITAL FUND XFMV$2,281,331$2,281,331
FORTELUS SPECIAL SITUATIONS FUND, LTD.FMV$374,639$374,639
GS VINTAGE FUND V (OFFSHORE), L.P.FMV$142,137$142,137
HELLMAN & FRIEDMAN VIIFMV$1,946,768$1,946,768
HELLMAN & FRIEDMAN VIII AND IXFMV$11,961,161$11,961,161
INDUS ASIA PACIFIC MASTER FUND, LTD.FMV$40,722$40,722
INSIGHT VENTURE PARTNERS IX, L.PFMV$8,249,289$8,249,289
KAYNE ANDERSON ENERGY FUND VFMV$492,432$492,432
KAYNE ANDERSON ENERGY FUND VI, L.P.FMV$482,510$482,510
LEERINK REVELATION HEALTHCARE FUND I, L.PFMV$3,041,726$3,041,726
LEERINK REVELATION HEALTHCARE FUND II, L.PFMV$2,510,550$2,510,550
LEGACY VENTURE IVFMV$3,496,837$3,496,837
LEGACY VENTURE V (QP), LLCFMV$5,553,023$5,553,023
LEGACY VENTURE VI (QP), LLCFMV$13,385,146$13,385,146
LEGACY VENTURE VIIFMV$8,497,219$8,497,219
MARLIN EQUITY IVFMV$962,318$962,318
NEW ENTERPRISE ASSOC. (NEA 14)FMV$4,247,244$4,247,244
NEW ENTERPRISE ASSOC. (NEA 15)FMV$7,539,380$7,539,380
NEW WATER CAPITAL PARTNERS, L.PFMV$2,301,505$2,301,505
NORTHGATE VENTURE GROWTH IFMV$758,360$758,360
NORTHGATE VENTURE GROWTH IIFMV$355,079$355,079
OAKTREE OPPORTUNITIES FUND VIIIFMV$28,830$28,830
OAKTREE OPPORTUNITIES FUND VIII-BFMV$299,767$299,767
ORBIMED INVESTMENTSFMV$22,382,815$22,382,815
POMONA CAPITAL VFMV$54,090$54,090
RENAISSANCE INSTITUTIONAL EQUITIES FUNDFMV$57,496,275$57,496,275
RESOURCE CAPITAL FUND V, L.P.FMV$49,509$49,509
RESOURCE CAPITAL VIFMV$1,605,631$1,605,631
SANKATY CREDIT OPPORTUNITIES IV, LPFMV$48,441$48,441
SENTINEL CAPITAL PARTNERS V, LPFMV$2,589,446$2,589,446
SENTINEL CAPITAL PARTNERS VI, LPFMV$1,807,221$1,807,221
SERENT CAPITAL II, L.P.FMV$1,687,207$1,687,207
SERENT CAPITAL III, L.P.FMV$1,855,820$1,855,820
SHEPHERD INVESTMENTS INT'L. LTD.(STARK)FMV$15,774$15,774
THRESHOLD VENTURES I, L.P.FMV$5,785,919$5,785,919
THRESHOLD VENTURES II, L.P.FMV$4,679,084$4,679,084
VALINOR CAPITAL PARTNERSFMV$370,845$370,845
VINTAGE FUND OF FUNDS II (CAYMAN), L.PFMV$1,336,342$1,336,342
VINTAGE FUND OF FUNDS III (CAYMAN), L.P.FMV$4,055,751$4,055,751
VINTAGE SECONDARY FUND III (CAYMAN), L.P.FMV$2,602,642$2,602,642
BLACKROCK RUSSELL 2000 ALPHA TILTS BFMV$34,474,117$34,474,117
WMQS GLOBAL EQUITY ACTIVE EXTENSION OFFSHORE FUND, LTDFMV$80,004,477$80,004,477
FORTRESS CREDIT OPPORTUNITIES FUND V EXPANSION (B)FMV$737,592$737,592
PIMCO DISCO FUND III OFFSHORE FEEDER L.P.FMV$4,894,148$4,894,148

Legal Fees Schedule LegalFeesSchedule

Legal Fees LegalFeesGrp

FieldValueIRS element (for citing)
CategoryLEGALCategoryTxt
Legal Fees$144,240LegalFeesAmt
Net Investment Income$9,135NetInvestmentIncomeAmt
Disbursements Charitable Prps$135,137DisbursementsCharitablePrpsAmt

Other Assets Schedule OtherAssetsSchedule

Other Assets Schedule OtherAssetsScheduleGrp (3 entries)

DescDescBOY Book ValueBOYBookValueAmtEOY Book ValueEOYBookValueAmtEOYFMVEOYFMVAmt
DEPOSITS$950$2,755$2,755
INVESTMENT IN REAL ESTATE$151,907,183$168,793,184$168,793,184
DEFINED BENEFIT PLAN$199,110$279,022$279,022

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (21 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
INSURANCE$72,465$0$105,059
EMPLOYEE RECRUITING$1,434$0$1,434
OFFICE SUPPLIES$1,424$17$1,407
BANK FEES$29,734$1,951$27,274
OFFICE FURNITURE & EQUIPMENT$40,470$10,545$41,726
MAIL, COURIER & POSTAGE$3,110$212$2,221
TELEPHONE$81,499$3,520$78,167
AUTO$447$0$467
MEALS AND ENTERTAINMENT$2,092$0$9,641
OFFICE UTILITIES$171,976$0$172,059
SUBSCRIPTIONS, DUES, & MEMBERSHIPS$88,488$5,528$73,874
LICENSES AND FEES$941$519$422
EDUCATION$40,689$6,622$32,143
EMPLOYEE WELFARE$6,751$200$6,818
EMPLOYEE CONSUMABLES$1,298$0$1,744
AUDIT VALUATION$20,000$10,000$10,000
MISCELLANEOUS EXPENSE$14,914$0$14,985
COMPUTER EXPENDITURES$160,699$6,820$144,496
INVESTMENT ANALYSIS EXPENSES$9,391$9,391$0
NET ASSET WRITE OFF$138$0$0
PARTNERSHIP EXPENSES$0$7,164,618$0

Other Income Schedule2 OtherIncomeSchedule2

Other Income Detail OtherIncomeDetail (3 entries)

DescDescNet Investment IncomeNetInvestmentIncomeAmtRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtAdjusted Net IncomeAdjustedNetIncomeAmt
PARTNERSHIP INCOME$23,680,881
INCOME FROM AFFILIATES$4
INCOME FROM AFFILIATES$7,752,842$7,752,842

Other Increases Schedule OtherIncreasesSchedule

Other Increases Detail OtherIncreasesDetail

FieldValueIRS element (for citing)
DescUNREALIZED GAINSDesc
Amt$165,451,233Amt

Other Liabilities Schedule OtherLiabilitiesSchedule

Other Liabilities Detail OtherLiabilitiesDetail (2 entries)

DescDescBOY Book ValueBOYBookValueAmtEOY Book ValueEOYBookValueAmt
DEFERRED TAX$10,030,087$12,173,129
OTHER LONG TERM LIABILITY$176,336$234,818

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$1,008,537$0$933,606
INVESTMENT MANAGEMENT FEES$1,320,868$1,320,868$0
RESEARCH/DEVELOPMENT FUND$300,010$0$270,555

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail (4 entries)

CategoryCategoryTxtAmtAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
FEDERAL EXCISE TAXES$2,285,698$0$0
FOREIGN TAXES$0$826,252$0
PROPERTY TAXES$3,746$0$3,746
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$19,500
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$11,809,713TotalAmt

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$19,500Amt
FieldValueIRS element (for citing)
Total$19,500TotalAmt

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