LIBITZKY FAMILY FOUNDATION: Form 990, tax year 2015

View the entire original 990 at ProPublica ↗

Organization
LIBITZKY FAMILY FOUNDATION (EIN 94-3372543)
Tax period
2015-07-01 to 2016-06-30
Filed
2017-05-11
IRS object ID
201731319349305718
Schema version
2015v3.0
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)
Return2017-05-11T18:48:02-05:00ReturnTs
Tax Period End2016-06-30TaxPeriodEndDt

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 Begin2015-07-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN943372543EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1LIBITZKY FAMILY FOUNDATIONBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlLIBIBusinessNameControlTxt
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)
PersonDENISE HARTERPersonNm
Person TitleCHIEF FINANCIAL OFFICERPersonTitleTxt
Phone5108392900PhoneNum
Signature2017-05-10SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonHOWARD ZANGWILLPreparerPersonNm
PTINP00026968PTIN
Phone5108936908PhoneNum
FieldValueIRS element (for citing)
Tax2015TaxYr
Build TS2021-01-29 14:40:06ZBuildTS

Form 990 IRS990

FieldValueIRS element (for citing)
Principal OfficerDENISE HARTERPrincipalOfficerNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line12121 ALLSTON WAY SUITE 200AddressLine1Txt
CityBERKELEYCityNm
State AbbreviationCAStateAbbreviationCd
ZIP94720ZIPCd
FieldValueIRS element (for citing)
Gross Receipts$6,880,999GrossReceiptsAmt
Group Return For Affiliates0GroupReturnForAffiliatesInd
Organization501c3Yes (X)Organization501c3Ind
Website AddressN/AWebsiteAddressTxt
Type Of Organization CorpYes (X)TypeOfOrganizationCorpInd
Formation2001FormationYr
Legal Domicile StateCALegalDomicileStateCd
Activity Or MissionTO CONDUCT AND SUPPORT ACTIVITIES FOR THE BENEFIT OF THE JEWISH COMMUNITY FOUNDATION.ActivityOrMissionDesc
Voting Members Governing Body4VotingMembersGoverningBodyCnt
Voting Members Independent3VotingMembersIndependentCnt
Total Employee0TotalEmployeeCnt
Total Volunteers3TotalVolunteersCnt
Total Gross UBI$1,665,947TotalGrossUBIAmt
Net Unrelated Bus Txbl Incm$1,664,947NetUnrelatedBusTxblIncmAmt
PY Contributions Grants$963,605PYContributionsGrantsAmt
CY Contributions Grants$5,102,761CYContributionsGrantsAmt
PY Program Service Revenue$0PYProgramServiceRevenueAmt
CY Program Service Revenue$0CYProgramServiceRevenueAmt
PY Investment Income$181,308PYInvestmentIncomeAmt
CY Investment Income$111,160CYInvestmentIncomeAmt
PY Other Revenue$14,952PYOtherRevenueAmt
CY Other Revenue$1,665,947CYOtherRevenueAmt
PY Total Revenue$1,159,865PYTotalRevenueAmt
CY Total Revenue$6,879,868CYTotalRevenueAmt
PY Grants And Similar Paid$1,161,560PYGrantsAndSimilarPaidAmt
CY Grants And Similar Paid$1,145,857CYGrantsAndSimilarPaidAmt
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$161,958PYOtherExpensesAmt
CY Other Expenses$41,300CYOtherExpensesAmt
PY Total Expenses$1,323,518PYTotalExpensesAmt
CY Total Expenses$1,187,157CYTotalExpensesAmt
PY Revenues Less Expenses-$163,653PYRevenuesLessExpensesAmt
CY Revenues Less Expenses$5,692,711CYRevenuesLessExpensesAmt
Total Assets BOY$3,129,656TotalAssetsBOYAmt
Total Assets EOY$7,795,593TotalAssetsEOYAmt
Total Liabilities BOY$468,334TotalLiabilitiesBOYAmt
Total Liabilities EOY$1,118,239TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY$2,661,322NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY$6,677,354NetAssetsOrFundBalancesEOYAmt
MissionSUPPORT 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$1,145,857ExpenseAmt
Grant$1,145,857GrantAmt
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$1,145,857TotalProgramServiceExpensesAmt
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 SecYes (1)ReportInvestmentsOtherSecInd
Report Program Related Invst0ReportProgramRelatedInvstInd
Report Other Assets0ReportOtherAssetsInd
Report Other LiabilitiesYes (1)ReportOtherLiabilitiesInd
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 Required0ScheduleJRequiredInd
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 ContriYes (1)DeductibleNonCashContriInd
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 LimitYes (1)UnrelatedBusIncmOverLimitInd
Form990 T FiledYes (1)Form990TFiledInd
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 Members4GoverningBodyVotingMembersCnt
Independent Voting Member3IndependentVotingMemberCnt
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
CityBEREKELYCityNm
State AbbreviationCAStateAbbreviationCd
ZIP94720ZIPCd

Form990 Part VII Section A Form990PartVIISectionAGrp (4 entries)

TitleTitleTxtAverage Hours Per WeekAverageHoursPerWeekRtIndividual Trustee Or DirectorIndividualTrusteeOrDirectorIndOfficerOfficerIndReportable Comp From OrgReportableCompFromOrgAmtReportable Comp From Rltd OrgReportableCompFromRltdOrgAmtOther CompensationOtherCompensationAmtAverage Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRt
MOSES LIBITZKY
PRESIDENT1.00Yes (X)Yes (X)$0$0$0
SUSAN LIBITZKY
SECRETARY1.00Yes (X)Yes (X)$0$0$0
LISA TABAK
DIRECTOR1.00Yes (X)$0$143,091$039.00
EILEEN RUBY
DIRECTOR1.00Yes (X)$0$0$0
FieldValueIRS element (for citing)
Total Reportable Comp From Org$0TotalReportableCompFromOrgAmt
Tot Reportable Comp Rltd Org$143,091TotReportableCompRltdOrgAmt
Total Other Compensation$0TotalOtherCompensationAmt
Indiv Rcvd Greater Than100 K0IndivRcvdGreaterThan100KCnt
Former Ofcr Employees Listed0FormerOfcrEmployeesListedInd
Total Comp Greater Than150 K0TotalCompGreaterThan150KInd
Compensation From Other Srcs0CompensationFromOtherSrcsInd
Cntrct Rcvd Greater Than100 K0CntrctRcvdGreaterThan100KCnt
All Other Contributions$5,102,761AllOtherContributionsAmt
Noncash Contributions$5,102,761NoncashContributionsAmt
Total Contributions$5,102,761TotalContributionsAmt

Investment Income InvestmentIncomeGrp

FieldValueIRS element (for citing)
Total Revenue Column$112,291TotalRevenueColumnAmt
Exclusion$112,291ExclusionAmt

Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp

FieldValueIRS element (for citing)
Securities$1,131SecuritiesAmt

Gain Or Loss GainOrLossGrp

FieldValueIRS element (for citing)
Securities-$1,131SecuritiesAmt

Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp

FieldValueIRS element (for citing)
Total Revenue Column-$1,131TotalRevenueColumnAmt
Exclusion-$1,131ExclusionAmt

Other Revenue Misc OtherRevenueMiscGrp

FieldValueIRS element (for citing)
DescK-1 INCOME FROM BUC FUND IDesc
Business900003BusinessCd
Total Revenue Column$1,665,947TotalRevenueColumnAmt
Unrelated Business Revenue$1,665,947UnrelatedBusinessRevenueAmt
FieldValueIRS element (for citing)
Other Revenue Total$1,665,947OtherRevenueTotalAmt

Total Revenue TotalRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$6,879,868TotalRevenueColumnAmt
Related Or Exempt Func Income$0RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue$1,665,947UnrelatedBusinessRevenueAmt
Exclusion$111,160ExclusionAmt

Grants To Domestic Orgs GrantsToDomesticOrgsGrp

FieldValueIRS element (for citing)
Total$1,145,857TotalAmt
Program Services$1,145,857ProgramServicesAmt

Fees For Services Accounting FeesForServicesAccountingGrp

FieldValueIRS element (for citing)
Total$2,500TotalAmt
Management And General$2,500ManagementAndGeneralAmt

Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp

FieldValueIRS element (for citing)
Total$7,358TotalAmt
Management And General$7,358ManagementAndGeneralAmt

Other Expenses OtherExpensesGrp

FieldValueIRS element (for citing)
DescADMINISTRATIONDesc
Total$31,442TotalAmt
Management And General$31,442ManagementAndGeneralAmt

Total Functional Expenses TotalFunctionalExpensesGrp

FieldValueIRS element (for citing)
Total$1,187,157TotalAmt
Program Services$1,145,857ProgramServicesAmt
Management And General$41,300ManagementAndGeneralAmt
Fundraising$0FundraisingAmt

Investments Pub Traded Sec InvestmentsPubTradedSecGrp

FieldValueIRS element (for citing)
BOY$2,874,867BOYAmt
EOY$4,120,593EOYAmt

Investments Other Securities InvestmentsOtherSecuritiesGrp

FieldValueIRS element (for citing)
BOY$254,789BOYAmt
EOY$3,675,000EOYAmt

Total Assets TotalAssetsGrp

FieldValueIRS element (for citing)
BOY$3,129,656BOYAmt
EOY$7,795,593EOYAmt

Grants Payable GrantsPayableGrp

FieldValueIRS element (for citing)
BOY$468,334BOYAmt
EOY$401,000EOYAmt

Other Liabilities OtherLiabilitiesGrp

FieldValueIRS element (for citing)
EOY$717,239EOYAmt

Total Liabilities TotalLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$468,334BOYAmt
EOY$1,118,239EOYAmt
FieldValueIRS element (for citing)
Organization Follows SFAS117Yes (X)OrganizationFollowsSFAS117Ind

Unrestricted Net Assets UnrestrictedNetAssetsGrp

FieldValueIRS element (for citing)
BOY$2,661,322BOYAmt
EOY$6,677,354EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$2,661,322BOYAmt
EOY$6,677,354EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$3,129,656BOYAmt
EOY$7,795,593EOYAmt
FieldValueIRS element (for citing)
Info In Schedule O Part XIYes (X)InfoInScheduleOPartXIInd
Reconcilation Revenue Expnss$5,692,711ReconcilationRevenueExpnssAmt
Net Unrlzd Gains Losses Invst-$10,732NetUnrlzdGainsLossesInvstAmt
Other Changes In Net Assets-$1,665,947OtherChangesInNetAssetsAmt
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 Line1THE JEWISH COMMUNITY FOUNDATIONBusinessNameLine1Txt
FieldValueIRS element (for citing)
EIN946098382EIN
Organization Type7OrganizationTypeCd
Governing Document ListedYes (1)GoverningDocumentListedInd
Support$96,196SupportAmt
Other Support$0OtherSupportAmt
FieldValueIRS element (for citing)
Supported Organizations Total1SupportedOrganizationsTotalCnt
Support Sum$96,196SupportSumAmt
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 C IRS990ScheduleC

Total Direct Lobbying TotalDirectLobbyingGrp

FieldValueIRS element (for citing)
Filing Organizations Total$100,000FilingOrganizationsTotalAmt

Total Lobbying Expend TotalLobbyingExpendGrp

FieldValueIRS element (for citing)
Filing Organizations Total$100,000FilingOrganizationsTotalAmt

Other Exempt Purpose Expend OtherExemptPurposeExpendGrp

FieldValueIRS element (for citing)
Filing Organizations Total$1,087,025FilingOrganizationsTotalAmt

Total Exempt Purpose Expend TotalExemptPurposeExpendGrp

FieldValueIRS element (for citing)
Filing Organizations Total$1,187,025FilingOrganizationsTotalAmt

Lobbying Nontaxable Amount LobbyingNontaxableAmountGrp

FieldValueIRS element (for citing)
Filing Organizations Total$193,703FilingOrganizationsTotalAmt

Grassroots Nontaxable GrassrootsNontaxableGrp

FieldValueIRS element (for citing)
Filing Organizations Total$48,426FilingOrganizationsTotalAmt

Tot Lbbyng Grassroot Mns Non Tx TotLbbyngGrassrootMnsNonTxGrp

FieldValueIRS element (for citing)
Filing Organizations Total$0FilingOrganizationsTotalAmt

Tot Lbby Expend Mns Lbbyng Non Tx TotLbbyExpendMnsLbbyngNonTxGrp

FieldValueIRS element (for citing)
Filing Organizations Total$0FilingOrganizationsTotalAmt

Avg Lobbying Nontaxable Amount AvgLobbyingNontaxableAmountGrp

FieldValueIRS element (for citing)
Current Year Minus3$148,712CurrentYearMinus3Amt
Current Year Minus2$190,435CurrentYearMinus2Amt
Current Year Minus1$207,352CurrentYearMinus1Amt
Current Year$193,703CurrentYearAmt
Total$740,202TotalAmt
FieldValueIRS element (for citing)
Lobbying Ceiling$1,110,303LobbyingCeilingAmt

Avg Total Lobbying Expend AvgTotalLobbyingExpendGrp

FieldValueIRS element (for citing)
Current Year Minus3$90,000CurrentYearMinus3Amt
Current Year Minus2$100,000CurrentYearMinus2Amt
Current Year Minus1$100,000CurrentYearMinus1Amt
Current Year$100,000CurrentYearAmt
Total$390,000TotalAmt

Avg Grassroots Nontaxable AvgGrassrootsNontaxableGrp

FieldValueIRS element (for citing)
Current Year Minus3$37,178CurrentYearMinus3Amt
Current Year Minus2$47,609CurrentYearMinus2Amt
Current Year Minus1$51,838CurrentYearMinus1Amt
Current Year$48,426CurrentYearAmt
Total$185,051TotalAmt
FieldValueIRS element (for citing)
Grassroots Ceiling$277,577GrassrootsCeilingAmt

Schedule D IRS990ScheduleD

FieldValueIRS element (for citing)
Total Book Value Land Buildings$0TotalBookValueLandBuildingsAmt

Other Securities OtherSecuritiesGrp (2 entries)

DescDescBook ValueBookValueAmtMethod ValuationMethodValuationCd
INVESTMENT IN BUC FUND$3,620,000F
INVESTMENT IN REAL ESTATE (YOKNEAM LLC)$55,000F
FieldValueIRS element (for citing)
Total Book Value Securities$3,675,000TotalBookValueSecuritiesAmt
Federal Income Tax Liability$717,239FederalIncomeTaxLiabilityAmt
Total Liability$717,239TotalLiabilityAmt
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, 2016, 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 2011 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 (45 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdRecipient EINRecipientEINIRC SectionIRCSectionDescCash GrantCashGrantAmtPurpose Of GrantPurposeOfGrantTxtAddress Line2USAddress/AddressLine2TxtAddress Line1ForeignAddress/AddressLine1TxtAddress Line2ForeignAddress/AddressLine2TxtCityForeignAddress/CityNmCountryForeignAddress/CountryCd
THE JEWISH ACADEMY OF ORLANDO
851 N MAITLAND AVEMAITLANDFL32751591773811501(C)(3)$55,000GENERAL PURPOSES
AMERICAN JEWISH COMMITTEE SAN FRANCISCO BAY AREA CHAPTER
121 STEUART ST SUITE 405SAN FRANCISCOCA94105135563393501(C)(3)$5,000GENERAL PURPOSES
PETROWSKY FAMILY PHILANTHROPIC FUND
2121 ALLSTON WAY SUITE 200BERKELEYCA94704946098382501(C)(3)$89,396GENERAL PURPOSES
JERUSALEMU
11110 W OAKLAND PARK BLVD SUITE 288SUNRISEFL333516808261264680501(C)(3)$5,000GENERAL PURPOSES288
AMERICAN FRIENDS OF THE ISRAEL PHILHARMONIC ORCHESTRA
1531 14TH STREETSANTA MONICACA90404237183563501(C)(3)$10,000GENERAL PURPOSES
FRIENDS OF THE ISRAEL DEFENSE FORCES
1430 BROADWAY ROOM 1301NEW YORKNY10018133156445501(C)(3)$10,000GENERAL PURPOSES
JEWISH COMMUNITY RELATIONS COUNCIL OF SAN FRANCISCO
121 STEUART ST 301SAN FRANCISCOCA94105941156335501(C)(3)$50,000GENERAL PURPOSES
LEHRHAUS JUDAICA
2736 BANCROFT WAYBERKELEYCA94704943001353501(C)(3)$7,500GENERAL PURPOSES
JEWISH FEDERATION OF THE EAST BAY
2121 ALLSTON WAY SUITE 200BERKELEYCA94720941156560501(C)(3)$227,900GENERAL PURPOSES
NGO MONITOR
PMB 309 100 SPRINGDALE ROAD STE A3CHERRY HILLNJ08003262971061501(C)(3)$10,000GENERAL PURPOSES
INSTITUTE FOR THE STUDY OF GLOBAL ANTISEMITISM AND POLICY
165 EAST 56TH ST 2ND FLOORNEW YORKNY10022201381912501(C)(3)$5,000GENERAL PURPOSES
THE SHALEM FOUNDATION
845 THIRD AVENUE 6TH FLOORNEW YORKNY10022133941865501(C)(3)$5,000GENERAL PURPOSES
SHALOM HARTMAN INSTITUTE OF NORTH AMERICA
ONE PENN PLAZA SUITE 1606NEW YORKNY10119133014387501(C)(3)$5,000GENERAL PURPOSES
AMERICAN ISRAEL EDUCATION FOUNDATION
251 H STREET NWWASHINGTONDC20001521623781501(C)(3)$50,000GENERAL PURPOSES
AIPAC THE AMERICAN ISRAEL PUBLIC AFFAIRS COMMITTEE
251 H STREET NWWASHINGTONDC20001530217164501(C)(4)$100,000GENERAL PURPOSES
BBYO INC
ATTN DEVELOPMENT DEPARTMENT 800WASHINGTONDC20001311794932501(C)(3)$10,000GENERAL PURPOSESEIGHTH STREET NW
JEWISH INSTITUTE FOR NATIONAL SECURITY AFFAIRS
1101 14TH STREET NW SUITE 1110WASHINGTONDC20005521233683501(C)(3)$10,000GENERAL PURPOSES
THE ISRAEL PROJECT
PO BOX 27999WASHINGTONDC20006371472882501(C)(3)$12,500GENERAL PURPOSES
UNITED NATIONS WATCH - USA
PO BOX 5872 FRIENDSHIP POST OFFICEWASHINGTONDC20016451683502501(C)(3)$5,000GENERAL PURPOSES
FOUNDATION FOR THE DEFENSE OF DEMOCRACIES
PO BOX 33249WASHINGTONDC20033134174402501(C)(3)$10,000GENERAL PURPOSES
AMERICAN ISLAMIC CONGRESS
1718 M STREET NW 243WASHINGTONDC20036061634525501(C)(3)$5,000GENERAL PURPOSES
AMERICAN FRIENDS OF THE ISRAEL DEMOCRACY INSTITUTE
1266 WEST PACES FERRY RD 615ATLANTAGA30327133348313501(C)(3)$5,000GENERAL PURPOSES
FRIENDS OF ISRAEL INITIATIVE
2950 SW 27TH AVE STE 300MIAMIFL33133273480535501(C)(3)$5,000GENERAL PURPOSES
THE AMERICAN ISLAMIC FORUM FOR DEMOCRACY
PO BOX 1832PHOENIXAZ85001710940051501(C)(3)$5,000GENERAL PURPOSES
HOLD ON TO YOUR MUSIC INC
2128 DUXBURY CIRCLELOS ANGELESCA90034550822285501(C)(3)$10,000GENERAL PURPOSES
STANDWITHUS
PO BOX 341069LOS ANGELESCA90034010566033501(C)(3)$5,000GENERAL PURPOSES
JEWISH FILM INSTITUTE
145 NINTH STREET 200SAN FRANCISCOCA94103942854068501(C)(3)$5,000GENERAL PURPOSES
J THE JEWISH WEEKLY OF NORTHERN CALIFORNIA
225 BUSH STREET SUITE 480SAN FRANCISCOCA94104941089387501(C)(3)$5,000GENERAL PURPOSES
ISRAEL21C
44 MONTGOMERY ST 41ST FLOORSAN FRANCISCOCA94104770571579501(C)(3)$10,000GENERAL PURPOSES
INSTITUTE FOR CURRICULUM SERVICES
131 STEUART STREET SUITE 205SAN FRANCISCOCA94105941156335501(C)(3)$5,000GENERAL PURPOSES
SAN FRANCISCO HILLEL
33 BANBURY DRIVESAN FRANCISCOCA94132943152892501(C)(3)$5,000GENERAL PURPOSES
CONTRA COSTA JEWISH DAY SCHOOL
955 RISA ROADLAFAYETTECA94549943375313501(C)(3)$60,000GENERAL PURPOSES
OAKLAND EAST BAY SYMPHONY
1440 BROADWAY SUITE 405OAKLANDCA94612943081554501(C)(3)$5,000GENERAL PURPOSES
OAKLAND SCHOOL FOR THE ARTS
530 18TH STREETOAKLANDCA94612680463892501(C)(3)$10,000GENERAL PURPOSES
BERKELEY REPERTORY THEATRE
2025 ADDISON STREETBERKELEYCA94704941679756501(C)(3)$5,000GENERAL PURPOSES
BERKELEY HILLEL
2736 BANCROFT WAYBERKELEYCA94704521758790501(C)(3)$10,000GENERAL PURPOSES
JCC OF THE EAST BAY
1414 WALNUT STREETBERKELEYCA94709710995500501(C)(3)$100,000GENERAL PURPOSES
LIMMUD BAY AREA
PO BOX 9526BERKELEYCA94709453663857501(C)(3)$5,000GENERAL PURPOSES
URBAN ADAMAH
1050 PARKER STBERKELEYCA94710274349643501(C)(3)$100,000GENERAL PURPOSES
THE MAGNES COLLECTION OF JEWISH ART AND LIFE
2121 ALLSTON WAYBERKELEYCA94720946103646501(C)(3)$5,000GENERAL PURPOSES
TJCF PASS-THROUGH FUND - INTERFUND GIFTSGRANTS
2121 ALLSTON WAY SUITE 200BERKELEYCA94720946098382501(C)(3)$6,800GENERAL PURPOSES
MEMRI--MIDDLE EAST MEDIA AND RESEARCH INSTITUTE
PO BOX 27837WASHINGTONDC200387837522068483501(C)(3)$10,000GENERAL PURPOSES
BERKELEY INSTITUTE FOR JEWISH LAW AND ISRAEL STUDIES
BOALT HALL R239EBERKELEYCA947207200946090626501(C)(3)$10,000GENERAL PURPOSES
HENRY JACKSON SOCIETY
461190785501(C)(3)$30,000GENERAL PURPOSES26TH FLOOR MILLBANK TOWER 21-24MILLBANKLONDON SW1P 4QPUK
JEWISH COMMUNITY HIGH SCHOOL OF THE BAY
1835 ELLIS STREETSAN FRANCISCOCA94115943349377501(C)(3)$5,000GENERAL PURPOSES
FieldValueIRS element (for citing)
Total501c3 Org44Total501c3OrgCnt
Total Other Org1TotalOtherOrgCnt

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 M IRS990ScheduleM

Securities Closely Held Stock SecuritiesCloselyHeldStockGrp

FieldValueIRS element (for citing)
Non Cash CheckboxYes (X)NonCashCheckboxInd
Contribution1ContributionCnt
Noncash Contributions Rpt F990$5,102,761NoncashContributionsRptF990Amt
Method Of Determining RevenuesAPPRAISALMethodOfDeterminingRevenuesTxt
FieldValueIRS element (for citing)
Any Property That Must Be Held0AnyPropertyThatMustBeHeldInd
Review Process Unusual NC Gifts0ReviewProcessUnusualNCGiftsInd
Third Parties Used0ThirdPartiesUsedInd

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (9 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
FORM 990, PART VI, SECTION A, LINE 2MOSES AND SUSAN LIBITZKY 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 11A 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 MEETING.
FORM 990, PART VI, SECTION B, LINE 15ATHE ORGANIZATION DOES NOT HAVE 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 9:PASS-THROUGH FROM AN S CORPORATION -1,665,947.
FORM 990, PART XII, 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 Line1300 GRAND AVENUEAddressLine1Txt
CityOAKLANDCityNm
State AbbreviationCAStateAbbreviationCd
ZIP94610ZIPCd
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$24,322InvolvedAmt
Method Of Amount DeterminationACTUAL REIMBURSEMENTMethodOfAmountDeterminationTxt

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