DONALD AND CAROLE CHAIKEN FOUNDATION: Form 990, tax year 2016

View the entire original 990 at ProPublica ↗

Organization
DONALD AND CAROLE CHAIKEN FOUNDATION (EIN 31-1585703)
Tax period
2016-07-01 to 2017-06-30
Filed
2018-05-15
IRS object ID
201821359349312872
Schema version
2016v3.0
Source
Download XML · Original 990 at ProPublica

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

Return header ReturnHeader

FieldValueIRS element (for citing)
Return2018-05-15T17:17:32-05:00ReturnTs
Tax Period End2017-06-30TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN943158857PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1RINA ACCOUNTANCY CORPORATIONBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1475 14TH STREET SUITE 1200AddressLine1Txt
CityOAKLANDCityNm
State AbbreviationCAStateAbbreviationCd
ZIP94612ZIPCd
FieldValueIRS element (for citing)
Return Type990ReturnTypeCd
Tax Period Begin2016-07-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN311585703EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1THE DONALD AND CAROLE CHAIKEN FOUNDATIONBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlDONABusinessNameControlTxt
Phone5108392900PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line12121 ALLSTON WAY SUITE 200AddressLine1Txt
CityBERKELEYCityNm
State AbbreviationCAStateAbbreviationCd
ZIP94720ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonLISA TABAKPersonNm
Person TitleEXECUTIVE DIRECTORPersonTitleTxt
Phone5108392900PhoneNum
Signature2018-05-14SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonHOWARD ZANGWILLPreparerPersonNm
PTINP00026968PTIN
Phone5108936908PhoneNum
Preparation2018-05-14PreparationDt
FieldValueIRS element (for citing)
Tax2016TaxYr
Build TS2022-09-23 18:48:47ZBuildTS

Form 990 IRS990

FieldValueIRS element (for citing)
Principal OfficerLISA TABAKPrincipalOfficerNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line12121 ALLSTON WAY SUITE 200AddressLine1Txt
CityBERKELEYCityNm
State AbbreviationCAStateAbbreviationCd
ZIP94720ZIPCd
FieldValueIRS element (for citing)
Gross Receipts$2,350,262GrossReceiptsAmt
Group Return For Affiliates0GroupReturnForAffiliatesInd
Organization501c3Yes (X)Organization501c3Ind
Website AddressN/AWebsiteAddressTxt
Type Of Organization CorpYes (X)TypeOfOrganizationCorpInd
Formation1997FormationYr
Legal Domicile StateCALegalDomicileStateCd
Activity Or MissionSUPPORT THE AIMS AND PURPOSE OF JEWISH LIFE THROUGH SOCIAL, CULTURAL, AND HUMAN NEEDS PROGRAMS.ActivityOrMissionDesc
Voting Members Governing Body6VotingMembersGoverningBodyCnt
Voting Members Independent5VotingMembersIndependentCnt
Total Employee0TotalEmployeeCnt
Total Volunteers6TotalVolunteersCnt
Total Gross UBI$0TotalGrossUBIAmt
Net Unrelated Bus Txbl Incm$0NetUnrelatedBusTxblIncmAmt
PY Contributions Grants$1,632,216PYContributionsGrantsAmt
CY Contributions Grants$1,659,803CYContributionsGrantsAmt
PY Program Service Revenue$0PYProgramServiceRevenueAmt
CY Program Service Revenue$0CYProgramServiceRevenueAmt
PY Investment Income$543,422PYInvestmentIncomeAmt
CY Investment Income$687,594CYInvestmentIncomeAmt
PY Other Revenue$36PYOtherRevenueAmt
CY Other Revenue$2,865CYOtherRevenueAmt
PY Total Revenue$2,175,674PYTotalRevenueAmt
CY Total Revenue$2,350,262CYTotalRevenueAmt
PY Grants And Similar Paid$1,774,900PYGrantsAndSimilarPaidAmt
CY Grants And Similar Paid$2,380,305CYGrantsAndSimilarPaidAmt
PY Benefits Paid To Members$0PYBenefitsPaidToMembersAmt
CY Benefits Paid To Members$0CYBenefitsPaidToMembersAmt
PY Salaries Comp Emp Bnft Paid$0PYSalariesCompEmpBnftPaidAmt
CY Salaries Comp Emp Bnft Paid$0CYSalariesCompEmpBnftPaidAmt
PY Total Prof Fndrsng Expns$0PYTotalProfFndrsngExpnsAmt
CY Total Prof Fndrsng Expns$0CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense$0CYTotalFundraisingExpenseAmt
PY Other Expenses$126,478PYOtherExpensesAmt
CY Other Expenses$148,928CYOtherExpensesAmt
PY Total Expenses$1,901,378PYTotalExpensesAmt
CY Total Expenses$2,529,233CYTotalExpensesAmt
PY Revenues Less Expenses$274,296PYRevenuesLessExpensesAmt
CY Revenues Less Expenses-$178,971CYRevenuesLessExpensesAmt
Total Assets BOY$18,348,568TotalAssetsBOYAmt
Total Assets EOY$20,751,676TotalAssetsEOYAmt
Total Liabilities BOY$1,354,001TotalLiabilitiesBOYAmt
Total Liabilities EOY$1,448,333TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY$16,994,567NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY$19,303,343NetAssetsOrFundBalancesEOYAmt
MissionSUPPORTS THE ACTIVITIES OF THE JEWISH COMMUNITY FOUNDATION, WORKING TO CREATE A CULTURALLY RICH, SUPPORTIVE , INCLUSIVE AND STRONG JEWISH COMMUNITY.MissionDesc
Significant New Program Srvc0SignificantNewProgramSrvcInd
Significant Change0SignificantChangeInd
Expense$2,380,305ExpenseAmt
Grant$2,380,305GrantAmt
DescISSUE GRANTS TO ORGANIZATIONS THAT SUPPORT THE AIMS AND PURPOSE OF JEWISH LIFE THROUGH VARIOUS SOCIAL, CULTURAL AND HUMAN NEEDS PROGRAMS.Desc
Total Program Service Expenses$2,380,305TotalProgramServiceExpensesAmt
Described In Section501c3Yes (1)DescribedInSection501c3Ind
Schedule B RequiredYes (1)ScheduleBRequiredInd
Political Campaign Acty0PoliticalCampaignActyInd
Lobbying Activities0LobbyingActivitiesInd
Subject To Proxy Tax0SubjectToProxyTaxInd
Donor Advised Fund0DonorAdvisedFundInd
Conservation Easements0ConservationEasementsInd
Collections Of Art0CollectionsOfArtInd
Credit Counseling0CreditCounselingInd
Temp Or Permanent Endowments0TempOrPermanentEndowmentsInd
Report Land Building Equipment0ReportLandBuildingEquipmentInd
Report Investments Other Sec0ReportInvestmentsOtherSecInd
Report Program Related Invst0ReportProgramRelatedInvstInd
Report Other Assets0ReportOtherAssetsInd
Report Other Liabilities0ReportOtherLiabilitiesInd
Include FIN48 FootnoteYes (1)IncludeFIN48FootnoteInd
Independent Audit Fincl Stmt0IndependentAuditFinclStmtInd
Consolidated Audit Fincl StmtYes (1)ConsolidatedAuditFinclStmtInd
School Operating0SchoolOperatingInd
Foreign Office0ForeignOfficeInd
Foreign Activities0ForeignActivitiesInd
More Than5000 K To Org0MoreThan5000KToOrgInd
More Than5000 K To Individuals0MoreThan5000KToIndividualsInd
Professional Fundraising0ProfessionalFundraisingInd
Fundraising Activities0FundraisingActivitiesInd
Gaming Activities0GamingActivitiesInd
Operate Hospital0OperateHospitalInd
Grants To OrganizationsYes (1)GrantsToOrganizationsInd
Grants To Individuals0GrantsToIndividualsInd
Schedule J RequiredYes (1)ScheduleJRequiredInd
Tax Exempt Bonds0TaxExemptBondsInd
Engaged In Excess Benefit Trans0EngagedInExcessBenefitTransInd
PY Excess Benefit Trans0PYExcessBenefitTransInd
Loan Outstanding0LoanOutstandingInd
Grant To Related Person0GrantToRelatedPersonInd
Business Rln With Org Mem0BusinessRlnWithOrgMemInd
Business Rln With Fam Mem0BusinessRlnWithFamMemInd
Business Rln With Officer Ent0BusinessRlnWithOfficerEntInd
Deductible Non Cash Contri0DeductibleNonCashContriInd
Deductible Art Contribution0DeductibleArtContributionInd
Terminate Operations0TerminateOperationsInd
Partial Liquidation0PartialLiquidationInd
Disregarded Entity0DisregardedEntityInd
Related EntityYes (1)RelatedEntityInd
Related Organization Ctrl Ent0RelatedOrganizationCtrlEntInd
Trnsfr Exmpt Non Chrtbl Rltd Org0TrnsfrExmptNonChrtblRltdOrgInd
Activities Conducted Prtshp0ActivitiesConductedPrtshpInd
Schedule O RequiredYes (1)ScheduleORequiredInd
IRP Document0IRPDocumentCnt
IRP Document W2 G0IRPDocumentW2GCnt
Employee0EmployeeCnt
Unrelated Bus Incm Over Limit0UnrelatedBusIncmOverLimitInd
Foreign Financial Account0ForeignFinancialAccountInd
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTransInd
Taxable Party Notification0TaxablePartyNotificationInd
Nondeductible Contributions0NondeductibleContributionsInd
Quid Pro Quo Contributions0QuidProQuoContributionsInd
Form8282 Property Disposed Of0Form8282PropertyDisposedOfInd
Rcv Fnds To Pay Prsnl Bnft Cntrct0RcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft Cntrct0PayPremiumsPrsnlBnftCntrctInd
Indoor Tanning Services0IndoorTanningServicesInd
Info In Schedule O Part VIYes (X)InfoInScheduleOPartVIInd
Governing Body Voting Members6GoverningBodyVotingMembersCnt
Independent Voting Member5IndependentVotingMemberCnt
Family Or Business RlnYes (1)FamilyOrBusinessRlnInd
Delegation Of Mgmt DutiesYes (1)DelegationOfMgmtDutiesInd
Change To Org Documents0ChangeToOrgDocumentsInd
Material Diversion Or Misuse0MaterialDiversionOrMisuseInd
Members Or Stockholders0MembersOrStockholdersInd
Election Of Board Members0ElectionOfBoardMembersInd
Decisions Subject To Approva0DecisionsSubjectToApprovaInd
Minutes Of Governing BodyYes (1)MinutesOfGoverningBodyInd
Minutes Of CommitteesYes (1)MinutesOfCommitteesInd
Officer Mailing Address0OfficerMailingAddressInd
Local Chapters0LocalChaptersInd
Form990 Provided To Gvrn Body0Form990ProvidedToGvrnBodyInd
Conflict Of Interest PolicyYes (1)ConflictOfInterestPolicyInd
Annual Disclosure Covered PrsnYes (1)AnnualDisclosureCoveredPrsnInd
Regular Monitoring EnfrcYes (1)RegularMonitoringEnfrcInd
Whistleblower PolicyYes (1)WhistleblowerPolicyInd
Document Retention PolicyYes (1)DocumentRetentionPolicyInd
Compensation Process CEOYes (1)CompensationProcessCEOInd
Compensation Process Other0CompensationProcessOtherInd
Investment In Joint Venture0InvestmentInJointVentureInd
States Where Copy Of Return Is FldCAStatesWhereCopyOfReturnIsFldCd
Upon RequestYes (X)UponRequestInd

Books In Care Of Detail BooksInCareOfDetail

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1THE JEWISH COMMUNITY FOUNDATIONBusinessNameLine1Txt
FieldValueIRS element (for citing)
Phone5108392900PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line12121 ALLSTON WAY SUITE 200AddressLine1Txt
CityBERKELEYCityNm
State AbbreviationCAStateAbbreviationCd
ZIP94720ZIPCd

Form990 Part VII Section A Form990PartVIISectionAGrp (6 entries)

TitleTitleTxtAverage Hours Per WeekAverageHoursPerWeekRtIndividual Trustee Or DirectorIndividualTrusteeOrDirectorIndOfficerOfficerIndReportable Comp From OrgReportableCompFromOrgAmtReportable Comp From Rltd OrgReportableCompFromRltdOrgAmtOther CompensationOtherCompensationAmtAverage Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRt
DONALD CHAIKEN
PRESIDENT1.00Yes (X)Yes (X)$0$0$0
JULIE CHAIKEN
SECRETARY1.00Yes (X)Yes (X)$0$0$0
IVOR SILVER
TREASURER1.00Yes (X)Yes (X)$0$0$0
AMY R FRIEDKIN
DIRECTOR1.00Yes (X)$0$0$0
AMI NAHSHON
DIRECTOR1.00Yes (X)$0$0$0
LISA TABAK
ASST. SECRETARY1.00Yes (X)$0$163,620$039.00
FieldValueIRS element (for citing)
Total Reportable Comp From Org$0TotalReportableCompFromOrgAmt
Tot Reportable Comp Rltd Org$163,620TotReportableCompRltdOrgAmt
Total Other Compensation$0TotalOtherCompensationAmt
Indiv Rcvd Greater Than100 K0IndivRcvdGreaterThan100KCnt
Former Ofcr Employees Listed0FormerOfcrEmployeesListedInd
Total Comp Greater Than150 KYes (1)TotalCompGreaterThan150KInd
Compensation From Other Srcs0CompensationFromOtherSrcsInd
Cntrct Rcvd Greater Than100 K0CntrctRcvdGreaterThan100KCnt
All Other Contributions$1,659,803AllOtherContributionsAmt
Total Contributions$1,659,803TotalContributionsAmt

Investment Income InvestmentIncomeGrp

FieldValueIRS element (for citing)
Total Revenue Column$100,900TotalRevenueColumnAmt
Exclusion$100,900ExclusionAmt

Gross Amount Sales Assets GrossAmountSalesAssetsGrp

FieldValueIRS element (for citing)
Securities$586,694SecuritiesAmt

Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp

FieldValueIRS element (for citing)
Securities$0SecuritiesAmt

Gain Or Loss GainOrLossGrp

FieldValueIRS element (for citing)
Securities$586,694SecuritiesAmt

Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp

FieldValueIRS element (for citing)
Total Revenue Column$586,694TotalRevenueColumnAmt
Exclusion$586,694ExclusionAmt

Other Revenue Misc OtherRevenueMiscGrp

FieldValueIRS element (for citing)
DescMISCELLANEOUS INCOMEDesc
Business900099BusinessCd
Total Revenue Column$2,865TotalRevenueColumnAmt
Exclusion$2,865ExclusionAmt
FieldValueIRS element (for citing)
Other Revenue Total$2,865OtherRevenueTotalAmt

Total Revenue TotalRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$2,350,262TotalRevenueColumnAmt
Related Or Exempt Func Income$0RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue$0UnrelatedBusinessRevenueAmt
Exclusion$690,459ExclusionAmt

Grants To Domestic Orgs GrantsToDomesticOrgsGrp

FieldValueIRS element (for citing)
Total$2,380,305TotalAmt
Program Services$2,380,305ProgramServicesAmt

Fees For Services Accounting FeesForServicesAccountingGrp

FieldValueIRS element (for citing)
Total$2,250TotalAmt
Management And General$2,250ManagementAndGeneralAmt

Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp

FieldValueIRS element (for citing)
Total$36,991TotalAmt
Management And General$36,991ManagementAndGeneralAmt

Other Expenses OtherExpensesGrp (2 entries)

DescDescTotalTotalAmtManagement And GeneralManagementAndGeneralAmt
ADMINISTRATIVE$103,043$103,043
MISCELLANEOUS$6,644$6,644

Total Functional Expenses TotalFunctionalExpensesGrp

FieldValueIRS element (for citing)
Total$2,529,233TotalAmt
Program Services$2,380,305ProgramServicesAmt
Management And General$148,928ManagementAndGeneralAmt
Fundraising$0FundraisingAmt

Investments Pub Traded Sec InvestmentsPubTradedSecGrp

FieldValueIRS element (for citing)
BOY$18,348,568BOYAmt
EOY$20,751,676EOYAmt

Total Assets TotalAssetsGrp

FieldValueIRS element (for citing)
BOY$18,348,568BOYAmt
EOY$20,751,676EOYAmt

Grants Payable GrantsPayableGrp

FieldValueIRS element (for citing)
BOY$1,354,001BOYAmt
EOY$1,448,333EOYAmt

Total Liabilities TotalLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$1,354,001BOYAmt
EOY$1,448,333EOYAmt
FieldValueIRS element (for citing)
Organization Follows SFAS117Yes (X)OrganizationFollowsSFAS117Ind

Unrestricted Net Assets UnrestrictedNetAssetsGrp

FieldValueIRS element (for citing)
BOY$16,994,567BOYAmt
EOY$19,303,343EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$16,994,567BOYAmt
EOY$19,303,343EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$18,348,568BOYAmt
EOY$20,751,676EOYAmt
FieldValueIRS element (for citing)
Reconcilation Revenue Expnss-$178,971ReconcilationRevenueExpnssAmt
Net Unrlzd Gains Losses Invst$2,487,747NetUnrlzdGainsLossesInvstAmt
Other Changes In Net Assets$0OtherChangesInNetAssetsAmt
Info In Schedule O Part XIIYes (X)InfoInScheduleOPartXIIInd
Method Of Accounting AccrualYes (X)MethodOfAccountingAccrualInd
Accountant Compile Or Review0AccountantCompileOrReviewInd
FS AuditedYes (1)FSAuditedInd

FS Audited Basis FSAuditedBasisGrp

FieldValueIRS element (for citing)
Consolidated Basis Fincl StmtYes (X)ConsolidatedBasisFinclStmtInd
FieldValueIRS element (for citing)
Audit CommitteeYes (1)AuditCommitteeInd
Federal Grant Audit Required0FederalGrantAuditRequiredInd

Schedule A IRS990ScheduleA

FieldValueIRS element (for citing)
Supporting Organization509a3Yes (X)SupportingOrganization509a3Ind
Supporting Org Type1Yes (X)SupportingOrgType1Ind
Supported Organizations1SupportedOrganizationsCnt

Supported Org Information SupportedOrgInformationGrp

Supported Organization Name SupportedOrganizationName

FieldValueIRS element (for citing)
Business Name Line1JEWISH COMMUNITY FOUNDATIONBusinessNameLine1Txt
FieldValueIRS element (for citing)
EIN946098382EIN
Organization Type7OrganizationTypeCd
Governing Document ListedYes (1)GoverningDocumentListedInd
Support$5,400SupportAmt
Other Support$0OtherSupportAmt
FieldValueIRS element (for citing)
Supported Organizations Total1SupportedOrganizationsTotalCnt
Support Sum$5,400SupportSumAmt
Other Support Sum$0OtherSupportSumAmt

Form990 Sch A Supporting Org Form990SchASupportingOrgGrp

FieldValueIRS element (for citing)
Listed By Name Governing DocYes (1)ListedByNameGoverningDocInd
Suprt Org No IRS Determination0SuprtOrgNoIRSDeterminationInd
Supported Org Section C4560SupportedOrgSectionC456Ind
Supported Org Not Organized US0SupportedOrgNotOrganizedUSInd
Organization Change Suprt Org0OrganizationChangeSuprtOrgInd
Support Non Supported OrgYes (1)SupportNonSupportedOrgInd
Payment Substantial Contribtr0PaymentSubstantialContribtrInd
Loan Disqualified Person0LoanDisqualifiedPersonInd
Controlled Disqualified Prsn0ControlledDisqualifiedPrsnInd
Disqualified Prsn Controll Int0DisqualifiedPrsnControllIntInd
Disqualified Prsn Ownr Int0DisqualifiedPrsnOwnrIntInd
Excess Business Holdings Rules0ExcessBusinessHoldingsRulesInd
Contribution Controller0ContributionControllerInd
Contribution Family0ContributionFamilyInd
Contribution35 Controlled0Contribution35ControlledInd

Form990 Sch A Type1 Suprt Org Form990SchAType1SuprtOrgGrp

FieldValueIRS element (for citing)
Power Appoint Majority Dir TrstYes (1)PowerAppointMajorityDirTrstInd
Operate Benefit Non Suprt Org0OperateBenefitNonSuprtOrgInd

Form990 Schedule A Part VI Form990ScheduleAPartVIGrp

FieldValueIRS element (for citing)
Form And Line ReferencePART IV, LINE 6FormAndLineReferenceDesc
ExplanationTHE ORGANIZATION ISSUES GRANTS TO OTHER ORGANIZATIONS THAT SUPPORT THE AIMS AND PURPOSE OF THE JEWISH COMMUNITY FOUNDATION. SEE SCHEDULE I.ExplanationTxt

Schedule B IRS990ScheduleB

Contributor Information ContributorInformationGrp

FieldValueIRS element (for citing)
ContributorRESTRICTEDContributorNum

Contributor Business Name ContributorBusinessName

FieldValueIRS element (for citing)
Business Name Line1RESTRICTEDBusinessNameLine1

Contributor US Address ContributorUSAddress

FieldValueIRS element (for citing)
Address Line1RESTRICTEDAddressLine1
Address Line2RESTRICTEDAddressLine2
CityRESTRICTEDCity
StateRESTRICTEDState
ZIP CodeRESTRICTEDZIPCode
FieldValueIRS element (for citing)
Total ContributionsRESTRICTEDTotalContributionsAmt

Schedule D IRS990ScheduleD

FieldValueIRS element (for citing)
Total Book Value Land Buildings$0TotalBookValueLandBuildingsAmt
Footnote TextYes (X)FootnoteTextInd

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferencePART X, LINE 2:FormAndLineReferenceDesc
ExplanationTHE FOUNDATION RECOGNIZES THE FINANCIAL STATEMENT BENEFIT OF AN UNCERTAIN TAX POSITION ONLY AFTER CONSIDERING THE PROBABILITY THAT A TAX AUTHORITY WOULD SUSTAIN THE POSITION IN AN EXAMINATION. FOR TAX POSITIONS MEETING A MORE-LIKELY-THAN-NOT THRESHOLD, THE AMOUNT RECOGNIZED IN THE FINANCIAL STATEMENTS IS THE BENEFIT EXPECTED TO BE REALIZED UPON SETTLEMENT WITH THE TAX AUTHORITY. FOR TAX POSITIONS NOT MEETING THE THRESHOLD, NO FINANCIAL STATEMENT BENEFIT IS RECOGNIZED. AS OF JUNE 30, 2017, THE FOUNDATION HAS HAD NO UNCERTAIN TAX POSITIONS. THE FOUNDATION RECOGNIZES INTEREST AND PENALTIES, IF ANY, RELATED TO UNCERTAIN TAX POSITIONS AS INCOME TAX EXPENSE. INCOME TAX RETURNS FOR THE YEAR PRIOR TO 2012 ARE NO LONGER SUBJECT TO EXAMINATION BY TAX AUTHORITIES. THE FOUNDATION IS RELYING ON ITS TAX-EXEMPT STATUS AND ITS ADHERENCE TO ALL APPLICABLE LAWS AND REGULATIONS TO PRESERVE THAT STATUS.ExplanationTxt

Schedule I IRS990ScheduleI

FieldValueIRS element (for citing)
Grant Records MaintainedYes (1)GrantRecordsMaintainedInd

Recipient Table RecipientTable (79 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdRecipient EINRecipientEINIRC SectionIRCSectionDescCash GrantCashGrantAmtPurpose Of GrantPurposeOfGrantTxtAddress Line2USAddress/AddressLine2Txt
UCSF FOUNDATION
PO BOX 45339SAN FRANCISCOCA94145942829914501(C)(3)$605,000CONCIERGE PROGRAM
JEWISH FEDERATION OF THE EAST BAY
2121 ALLSTON WAY SUITE 200BERKELEYCA94720941156560501(C)(3)$575,000ANNUAL CAMPAIGN
AMERICAN ISRAEL EDUCATION FOUNDATION
251 H STREET NWWASHINGTONDC20001521623781501(C)(3)$120,000GENERAL PURPOSES
CONGREGATION KOL SHOFAR
215 BLACKFIELD DRTIBURONCA94920942539545501(C)(3)$115,000RABBINIC INTERN PROGRAM
CENTER FOR REPRODUCTIVE RIGHTS
199 WATER STREETNEW YORKNY10038133669731501(C)(3)$100,000ON THE OCCASION OF THE GALA $10,000 AND FOR THE GENERAL FUND EFFORT $90,000
THE BATTERY FOUNDATION
400 PACIFIC AVESAN FRANCISCOCA94133465476017501(C)(3)$45,300BATTERY POWERED
LAMBDA LEGAL DEFENSE & EDUCATION FUND INC
120 WALL STREET 19TH FLOORNEW YORKNY10005237395681501(C)(3)$30,000GENERAL PURPOSES
GLAAD
5455 WILSHIRE BLVD 1500LOS ANGELESCA90036311663810501(C)(3)$30,000GENERAL PURPOSES
HUMAN RIGHTS CAMPAIGN FOUNDATION
1640 RHODE ISLAND AVE NWWASHINGTONDC20036521481896501(C)(3)$30,000GENERAL PURPOSES
TAHOE FUND
PO BOX 7124TAHOE CITYCA96145010974628501(C)(3)$30,000GENERAL PURPOSES
PLANNED PARENTHOOD FEDERATION OF AMERICA
123 WILLIAM STREET 10TH FLOORNEW YORKNY10038131644147501(C)(3)$25,000GENERAL PURPOSES
NARAL PRO-CHOICE AMERICA FOUNDATION
1156 15TH STREET NW SUITE 700WASHINGTONDC20005521100361501(C)(3)$25,000GENERAL PURPOSES
JEWISH COMMUNITY FEDERATION OF SAN FRANCISCO
121 STEUART STREETSAN FRANCISCOCA94105941156533501(C)(3)$25,000GENERAL SUPPORT $15,000 AND THE WOMEN'S FUND $10,000
PLANNED PARENTHOOD NORTHERN CALIFORNIA
2185 PACHECO STREETCONCORDCA94520941575233501(C)(3)$25,000GENERAL PURPOSES
THE ABRAHAM FUND INITIATIVES
162 WEST 56TH STREET 501NEW YORKNY10019133556715501(C)(3)$20,000GENERAL PURPOSES
ISRAEL21C
44 MONTGOMERY ST 41ST FLOORSAN FRANCISCOCA94104770571579501(C)(3)$20,000GENERAL PURPOSES
BRADY CENTER TO PREVENT GUN VIOLENCE
840 FIRST STREET NE SUITE 400WASHINGTONDC20002521285097501(C)(3)$15,000GENERAL PURPOSES
FEMINIST MAJORITY FOUNDATION
433 S BEVERLY DRIVEBEVERLY HILLSCA90212541426440501(C)(3)$15,000GENERAL PURPOSES
SAN FRANCISCO MUSEUM OF MODERN ART
151 THIRD STREETSAN FRANCISCOCA94103941156300501(C)(3)$13,000THE A&D COMMITTEE, INCLUDING $5,000 ARREARAGE
CONGREGATION EMANU-EL
2 LAKE STREETSAN FRANCISCOCA94118941156521501(C)(3)$12,975MEMBERSHIP
MARIN PRIMARY AND MIDDLE SCHOOL
20 MAGNOLIA AVENUELARKSPURCA94939942302389501(C)(3)$12,500GENERAL PURPOSES
WORLD UNION FOR PROGRESSIVE JUDAISM
633 THIRD AVE 7TH FLOORNEW YORKNY10017131930176501(C)(3)$10,000GENERAL PURPOSES
ANTI-DEFAMATION LEAGUE - CENTRAL PACIFIC REGION
720 MARKET ST STE 800SAN FRANCISCOCA94102132887439501(C)(3)$10,000GENERAL PURPOSES
AMERICAN HEART ASSOCIATION - EAST BAY DIVISION
426 17TH ST SUITE 300OAKLANDCA94612135613797501(C)(3)$10,000GENERAL SUPPORT $5,000 AND WOMEN'S HEART HEALTH $5,000
AMERICAN JEWISH WORLD SERVICE
45 WEST 36TH STREET 11TH FLOORNEW YORKNY10018222584370501(C)(3)$10,000REFUGEE WORK $5,000 AND GENERAL OPERATIONS $5,000
CLAL -- THE NATIONAL JEWISH CENTER FOR LEARNING AND LEADERSHIP
440 PARK AVENUE SOUTH 4TH FLOORNEW YORKNY10016237390358501(C)(3)$10,000GENERAL PURPOSES
SOUTHERN CALIFORNIA PGA FOUNDATION
3333 CONCOURS ST BUILDING 2 STEONTARIOCA91764330468104501(C)(3)$10,000GENERAL PURPOSES2100
SOUTHERN POVERTY LAW CENTER
400 WASHINGTON AVENUEMONTGOMERYAL36104630598743501(C)(3)$10,000GENERAL PURPOSES
AMERICAN CIVIL LIBERTIES UNION FOUNDATION
125 BROAD STREET 18TH FLOORNEW YORKNY10004940279770501(C)(3)$10,000FOR LGBT AND WOMEN'S ISSUES
JEWISH FAMILY AND CHILDREN'S SERVICES - SAN FRANCISCO
2150 POST STREETSAN FRANCISCOCA94115941156528501(C)(3)$10,000GENERAL PURPOSES
AMERICAN CANCER SOCIETY
1001 MARINA VILLAGE PARKWAY STE 300ALAMEDACA94501941170350501(C)(3)$10,000GENERAL PURPOSES300
JEWISH FAMILY & COMMUNITY SERVICES EAST BAY
2484 SHATTUCK AVE SUITE 210BERKELEYCA94704943250304501(C)(3)$10,000GENERAL PURPOSES
FOUNDATION FOR ANIMAL CARE AND EDUCATION
10505 SORRENTO VALLEY ROAD STE 175SAN DIEGOCA92121205333261501(C)(3)$10,000GENERAL PURPOSES
UC SAN DIEGO FOUNDATION
9500 GILMAN DRIVE MC 0940LA JOLLACA92093952872494501(C)(3)$8,000NEED-BASED SCHOLARSHIPS
ORT AMERICA
75 MAIDEN LANE 10TH FLOORNEW YORKNY10038135562424501(C)(3)$7,500GENERAL PURPOSES
BBYO - CENTRAL REGION WEST
336 EUCLID AVEOAKLANDCA94610311794932501(C)(3)$7,500GENERAL PURPOSES
THE CONTEMPORARY JEWISH MUSEUM
736 MISSION STSAN FRANCISCOCA94103470920831501(C)(3)$7,500GENERAL PURPOSES
BERKELEY HILLEL
2736 BANCROFT WAYBERKELEYCA94704521758790501(C)(3)$7,000GENERAL PURPOSES
REUTLINGER COMMUNITY FOR JEWISH LIVING
4000 CAMINO TASSAJARADANVILLECA94506942833147501(C)(3)$7,000GENERAL PURPOSES
INDEPENDENT JEWISH WORLD CINEMA
PO BOX 4869WALNUT CREEKCA94596364821405501(C)(3)$7,000GENERAL PURPOSES
PERMANENT COMMUNITY ENDOWMENT
2121 ALLSTON WAY STE 200BERKELEYCA94704946098382501(C)(3)$5,400GENERAL PURPOSES
SIECUS
1012 14TH STREET NW SUITE 1108WASHINGTONDC20005132508249501(C)(3)$5,000GENERAL PURPOSES
DOCTORS WITHOUT BORDERS USA
333 SEVENTH AVENEW YORKNY10001133433452501(C)(3)$5,000GENERAL PURPOSES
THE LEUKEMIA & LYMPHOMA SOCIETY
3 INTERNATIONAL DRIVE SUITE 200RYE BROOKNY10573135644916501(C)(3)$5,000GENERAL PURPOSES
DOCTORS OUTREACH CLINICS INC
2100 WEBSTER STREET SUITE 302SAN FRANCISCOCA94115202348380501(C)(3)$5,000GENERAL PURPOSES
PI LAMBDA PHI EDUCATIONAL FOUNDATION INC
C/O PO BOX 2GRAFTONOH44044223115003501(C)(3)$5,000GENERAL PURPOSES
SAN FRANCISCO PARKS ALLIANCE
1663 MISSION ST SUITE 320SAN FRANCISCOCA94103237131784501(C)(3)$5,000GOLDEN GATE PARK
LAUGHING PONY RESCUE
PO BOX 32RANCHO SANTA FECA92067272914210501(C)(3)$5,000GENERAL PURPOSES
PRO KIDS THE FIRST TEE OF SAN DIEGO
4085 52ND STREETSAN DIEGOCA92105330617741501(C)(3)$5,000GENERAL PURPOSES
COMMON SENSE MEDIA
650 TOWNSEND STREET SUITE 435SAN FRANCISCOCA94103412024986501(C)(3)$5,000GENERAL PURPOSES
COASTAL GERMAN SHEPHERD RESCUE OF SAN DIEGO
PO BOX 722381SAN DIEGOCA92172452899279501(C)(3)$5,000GENERAL PURPOSES
BRITDOC INC
300 EAST 42ND STNEW YORKNY10017461094197501(C)(3)$5,000GENERAL PURPOSES
CRISIS TEXT LINE
24 WEST 25TH STREET 6TH FLOORNEW YORKNY10010465039599501(C)(3)$5,000GENERAL PURPOSES
UNIVERSITY OF FLORIDA FOUNDATION INC
PO BOX 14425GAINESVILLEFL32604590974739501(C)(3)$5,000GENERAL PURPOSES
UNIVERSITY OF FLORIDA WARRINGTON COLLEGE OF BUSINESS ADMINISTRATION
100 BRYAN HALLGAINESVILLEFL32611590974739501(C)(3)$5,000GENERAL PURPOSES
SHELTER INC OF CONTRA COSTA COUNTY
1333 WILLOW PASS RD SUITE 206CONCORDCA94520680117241501(C)(3)$5,000GENERAL PURPOSES
NATIONAL JEWISH HEALTH
1400 JACKSON STREETDENVERCO80206742044647501(C)(3)$5,000GENERAL PURPOSES
ROTACARE BAY AREA INC
514 VALLEY WAYMILPITASCA95035770328723501(C)(3)$5,000GENERAL PURPOSES
NORTH COUNTY JUNIOR GOLF ASSOCIATION
2604-B EL CAMINO REAL STE 116CARLSBADCA92008870807865501(C)(3)$5,000GENERAL PURPOSES
COMPASS FAMILY SERVICES
49 POWELL STREET 3RD FLOORSAN FRANCISCOCA94102941156622501(C)(3)$5,000GENERAL PURPOSES
CHILDREN'S HOSPITAL & RESEARCH CENTER FOUNDATION
2201 BROADWAY SUITE 600OAKLANDCA94612941657474501(C)(3)$5,000GENERAL PURPOSES
CHILDREN'S HOSPITAL OAKLAND FAMILY HOUSE
5222 DOVER STREETOAKLANDCA94609942909976501(C)(3)$5,000GENERAL PURPOSES
AMERICAN RED CROSS
1663 MARKET STREETSAN FRANCISCOCA94103943045430501(C)(3)$5,000GENERAL PURPOSES
OAKLAND MUSEUM OF CALIFORNIA FOUNDATION
1000 OAK STREETOAKLANDCA94607943094513501(C)(3)$5,000GENERAL PURPOSES
ZEN HOSPICE PROJECT
273 PAGE STREETSAN FRANCISCOCA94102943155375501(C)(3)$5,000GENERAL PURPOSES
CHICKEN & EGG PICTURES
45 MAIN STREET STE 506BROOKLYNNY11201943213100501(C)(3)$5,000GENERAL PURPOSES
THE EDIBLE SCHOOLYARD PROJECT
1517 SHATTUCK AVENUEBERKELEYCA94709943248671501(C)(3)$5,000GENERAL PURPOSES
BEND THE ARC A JEWISH PARTNERSHIP FOR JUSTICE
39 DRUMM STREET 4TH FLOORSAN FRANCISCOCA94111954739696501(C)(3)$5,000GENERAL PURPOSES
SAN DIEGO JUNIOR GOLF ASSOCIATION
2851 CAMINO DEL RIO SOUTH SUITE 420SAN DIEGOCA92121956095411501(C)(3)$5,000GENERAL PURPOSES420
CREATIVE GROWTH ART CENTER INC
355 24TH STREETOAKLANDCA94612237319028501(C)(3)$5,000GENERAL PURPOSES
JEWISH COMMUNITY RELATIONS COUNCIL OF SAN FRANCISCO
121 STEUART ST 301SAN FRANCISCOCA94105941156335501(C)(3)$5,000GENERAL PURPOSES
MARFA EDUCATION FOUNDATION INC
PO BOX 660MARFATX79843274545608501(C)(3)$5,000GENERAL PURPOSES
NEW YORK UNIVERSITY STERN SCHOOL OF BUSINESS FOUNDATION
PO BOX 6706HAGERSTOWNMD21741134168015501(C)(3)$5,000GENERAL PURPOSES
REBOOT
44 W 28TH STREET 8TH FLOORNEW YORKNY10001571154844501(C)(3)$5,000GENERAL PURPOSES
SMITHSONIAN NATIONAL MUSEUM OF AFRICAN AMERICAN HISTORY AND CULTURE
PO BOX 96832WASHINGTONDC20090530206027501(C)(3)$5,000GENERAL PURPOSES
THE GLOBAL FUND FOR WOMEN INC
800 MARKET STREET 7TH FLOORSAN FRANCISCOCA94102770155782501(C)(3)$5,000GENERAL PURPOSES
THE SAN FRANCISCO FRIENDS SCHOOL
250 VALENCIA STSAN FRANCISCOCA94103943397589501(C)(3)$5,000THE ANNUAL FUND
UNITED STATES OLYMPIC COMMITTEE
ONE OLYMPIC PLAZACOLORADO SPRINGSCO80909131548339501(C)(3)$5,000GENERAL PURPOSES
SMITHSONIAN NATIONAL MUSEUM OF AFRICAN AMERICAN HISTORY AND CULTURE
P O BOX 37012 MRC 035WASHINGTONDC20013530206027501(C)(3)$5,000GENERAL PURPOSES
FieldValueIRS element (for citing)
Total501c3 Org79Total501c3OrgCnt
Total Other Org0TotalOtherOrgCnt

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferencePART I, LINE 2:FormAndLineReferenceDesc
ExplanationSELECTED GRANTS ARE SUBJECT TO REPORTING REQUIREMENTS. ALL GRANTS ARE GIVEN WITH THE UNDERSTANDING THAT FUNDS SHOULD BE DIRECTED TO THE PURPOSE SPECIFIED IN THE GRANT TRANSMITTAL LETTER. IF THERE IS CONCERN ABOUT FUNDS NOT BEING USED PROPERLY WE FOLLOW UP DIRECTLY WITH THE ORGANIZATION AND CAN REQUEST A REPORT AT THAT TIME.ExplanationTxt

Schedule J IRS990ScheduleJ

FieldValueIRS element (for citing)
Written Employment ContractYes (X)WrittenEmploymentContractInd
Compensation SurveyYes (X)CompensationSurveyInd
Severance Payment0SeverancePaymentInd
Supplemental Nonqual Rtr Plan0SupplementalNonqualRtrPlanInd
Equity Based Comp Arrngm0EquityBasedCompArrngmInd
Comp Based On Revenue Of Flng Org0CompBasedOnRevenueOfFlngOrgInd
Comp Bsd On Rev Related Orgs0CompBsdOnRevRelatedOrgsInd
Comp Bsd Net Earns Flng Org0CompBsdNetEarnsFlngOrgInd
Comp Bsd Net Earns Rltd Orgs0CompBsdNetEarnsRltdOrgsInd
Any Non Fixed Payments0AnyNonFixedPaymentsInd
Initial Contract Exception0InitialContractExceptionInd

Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp

FieldValueIRS element (for citing)
PersonLISA TABAKPersonNm
TitleASST. SECRETARYTitleTxt
Base Compensation Filing Org$0BaseCompensationFilingOrgAmt
Compensation Based On Rltd Orgs$163,620CompensationBasedOnRltdOrgsAmt
Bonus Filing Organization$0BonusFilingOrganizationAmount
Bonus Related Organizations$0BonusRelatedOrganizationsAmt
Other Compensation Filing Org$0OtherCompensationFilingOrgAmt
Other Compensation Rltd Orgs$0OtherCompensationRltdOrgsAmt
Deferred Compensation Flng Org$0DeferredCompensationFlngOrgAmt
Deferred Comp Rltd Orgs$0DeferredCompRltdOrgsAmt
Nontaxable Benefits Filing Org$0NontaxableBenefitsFilingOrgAmt
Nontaxable Benefits Rltd Orgs$0NontaxableBenefitsRltdOrgsAmt
Total Compensation Filing Org$0TotalCompensationFilingOrgAmt
Total Compensation Rltd Orgs$163,620TotalCompensationRltdOrgsAmt
Comp Report Prior990 Filing Org$0CompReportPrior990FilingOrgAmt
Comp Report Prior990 Rltd Orgs$0CompReportPrior990RltdOrgsAmt

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (8 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
FORM 990, PART VI, SECTION A, LINE 2DONALD AND CAROLE CHAIKEN ARE HUSBAND AND WIFE.
FORM 990, PART VI, SECTION A, LINE 3MANAGEMENT OF THE ORGANIZATION IS DELEGATED TO THE JEWISH COMMUNITY FOUNDATION, THE SUPPORTED ORGANIZATION.
FORM 990, PART VI, SECTION B, LINE 11BA MEMBER OF THE AUDIT COMMITTEE REVIEWS THE FORM 990 BEFORE FINALIZATION.
FORM 990, PART VI, SECTION B, LINE 12CTHE CONFLICT OF INTEREST POLICY IS REVIEWED AT THE ANNUAL BOARD MEETEING.
FORM 990, PART VI, SECTION B, LINE 15ATHE ORGANIZATION HAS NO COMPENSATED OFFICERS.
FORM 990, PART VI, SECTION C, LINE 19GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS ARE AVAILABLE TO THE PUBLIC UPON REQUEST.
FORM 990, PART XI, LINE 2THIS ORGANIZATION IS INCLUDED IN THE CONSOLIDATED FINANCIAL STATEMENTS OF THE JEWISH COMMUNITY FOUNDATION.
FORM 990, PART XII, LINE 2CNO CHANGE FROM PRIOR YEAR IN THE OVERSIGHT OR SELECTION PROCESS.

Schedule R IRS990ScheduleR

Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp

Disregarded Entity Name DisregardedEntityName

FieldValueIRS element (for citing)
Business Name Line1THE JEWISH COMMUNITY FOUNDATIONBusinessNameLine1Txt

US Address USAddress

FieldValueIRS element (for citing)
Address Line12121 ALLSTON WAY SUITE 200AddressLine1Txt
CityBERKELEYCityNm
State AbbreviationCAStateAbbreviationCd
ZIP94720ZIPCd
FieldValueIRS element (for citing)
EIN946098382EIN
Primary ActivitiesENDOWMENT FOR JEWISH SERVICES IN THE COMMUNITYPrimaryActivitiesTxt
Legal Domicile StateCALegalDomicileStateCd
Exempt Code Section501(C)(3)ExemptCodeSectionTxt
Public Charity StatusLINE 7PublicCharityStatusTxt
Controlled Organization0ControlledOrganizationInd
FieldValueIRS element (for citing)
Receipt Of Int Annts Rnts Rylts0ReceiptOfIntAnntsRntsRyltsInd
Gift Grnt Or Cap Contri To Oth Org0GiftGrntOrCapContriToOthOrgInd
Gift Grnt Cap Contri From Oth Org0GiftGrntCapContriFromOthOrgInd
Loans Or Guarantees To Other Org0LoansOrGuaranteesToOtherOrgInd
Loans Or Guarantees From Oth Org0LoansOrGuaranteesFromOthOrgInd
Div Related Organization0DivRelatedOrganizationInd
Asset Sale To Other Org0AssetSaleToOtherOrgInd
Asset Purchase From Other Org0AssetPurchaseFromOtherOrgInd
Asset Exchange0AssetExchangeInd
Rental Of Facilities To Oth Org0RentalOfFacilitiesToOthOrgInd
Rental Of Fclts From Oth Org0RentalOfFcltsFromOthOrgInd
Perform Of Services For Oth Org0PerformOfServicesForOthOrgInd
Perform Of Services By Other OrgYes (1)PerformOfServicesByOtherOrgInd
Sharing Of Facilities0SharingOfFacilitiesInd
Paid Employees Sharing0PaidEmployeesSharingInd
Reimbursement Paid To Other OrgYes (1)ReimbursementPaidToOtherOrgInd
Reimbursement Paid By Other Org0ReimbursementPaidByOtherOrgInd
Transfer To Other Org0TransferToOtherOrgInd
Transfer From Other Org0TransferFromOtherOrgInd

Transactions Related Org TransactionsRelatedOrgGrp

Other Organization Name OtherOrganizationName

FieldValueIRS element (for citing)
Business Name Line1THE JEWISH COMMUNITY FOUNDATIONBusinessNameLine1Txt
FieldValueIRS element (for citing)
Transaction TypePTransactionTypeTxt
Involved$101,967InvolvedAmt

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