DONALD AND CAROLE CHAIKEN FOUNDATION: Form 990, tax year 2012
View the entire original 990 at ProPublica ↗
- Organization
- DONALD AND CAROLE CHAIKEN FOUNDATION (EIN 31-1585703)
- Tax period
- 2012-07-01 to 2013-06-30
- Filed
- 2014-05-15
- IRS object ID
- 201431359349302113
- Schema version
- 2012v2.1
- 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2014-05-15T11:11:08-05:00 | Timestamp |
| Tax Period End Date | 2013-06-30 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 943158857 | EIN |
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RINA ACCOUNTANCY CORPORATION | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 475 14TH STREET SUITE 1200 | AddressLine1 |
| City | OAKLAND | City |
| State | CA | State |
| ZIP Code | 94612 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnType |
| Tax Period Begin Date | 2012-07-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 311585703 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE DONALD AND CAROLE CHAIKEN FOUNDATION | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | DONA | NameControl |
| Phone | 5108392900 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 300 GRAND AVENUE | AddressLine1 |
| City | OAKLAND | City |
| State | CA | State |
| ZIP Code | 946104826 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | LISA TABAK | Name |
| Title | EXECUTIVE DIRECTOR, TJCF | Title |
| Phone | 5108392900 | Phone |
| Date Signed | 2014-04-30 | DateSigned |
| Authorize Third Party | 1 | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | HOWARD ZANGWILL | Name |
| PTIN | P00026968 | PTIN |
| Phone | 5108936908 | Phone |
| Date Prepared | 2014-04-30 | DatePrepared |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2012 | TaxYear |
| Build TS | 2015-11-30 17:44:51Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Principal Officer Person | LISA TABAK | NameOfPrincipalOfficerPerson |
Address Principal Officer US AddressPrincipalOfficerUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 300 GRAND AVENUE | AddressLine1 |
| City | OAKLAND | City |
| State | CA | State |
| ZIP Code | 946104826 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | 1703930 | GrossReceipts |
| Group Return For Affiliates | 0 | GroupReturnForAffiliates |
| Organization501c3 | X | Organization501c3 |
| Web Site | N/A | WebSite |
| Type Of Organization Corporation | X | TypeOfOrganizationCorporation |
| Year Formation | 1997 | YearFormation |
| State Legal Domicile | CA | StateLegalDomicile |
| Activity Or Mission Description | ISSUE GRANTS TO ORGANIZATIONS THAT SUPPORT THE AIMS AND PURPOSE OF JEWISH LIFE THROUGH VARIOUS SOCIAL, CULTURAL AND HUMAN NEEDS PROGRAMS | ActivityOrMissionDescription |
| Nbr Voting Members Governing Body | 5 | NbrVotingMembersGoverningBody |
| Nbr Independent Voting Members | 5 | NbrIndependentVotingMembers |
| Total Nbr Employees | 0 | TotalNbrEmployees |
| Total Nbr Volunteers | 5 | TotalNbrVolunteers |
| Total Gross UBI | 0 | TotalGrossUBI |
| Net Unrelated Business Txbl Income | 0 | NetUnrelatedBusinessTxblIncome |
| Contributions Grants Prior Year | 0 | ContributionsGrantsPriorYear |
| Contributions Grants Current Year | 1448024 | ContributionsGrantsCurrentYear |
| Program Service Revenue Prior Year | 0 | ProgramServiceRevenuePriorYear |
| Program Service Revenue CY | 0 | ProgramServiceRevenueCY |
| Investment Income Prior Year | -50739 | InvestmentIncomePriorYear |
| Investment Income Current Year | 254558 | InvestmentIncomeCurrentYear |
| Other Revenue Prior Year | 45 | OtherRevenuePriorYear |
| Other Revenue Current Year | 1348 | OtherRevenueCurrentYear |
| Total Revenue Prior Year | -50694 | TotalRevenuePriorYear |
| Total Revenue Current Year | 1703930 | TotalRevenueCurrentYear |
| Grants And Similar Amnts Prior Year | 1107800 | GrantsAndSimilarAmntsPriorYear |
| Grants And Similar Amnts CY | 1402810 | GrantsAndSimilarAmntsCY |
| Benefits Paid To Members Prior Year | 0 | BenefitsPaidToMembersPriorYear |
| Benefits Paid To Members CY | 0 | BenefitsPaidToMembersCY |
| Salaries Etc Prior Year | 0 | SalariesEtcPriorYear |
| Salaries Etc Current Year | 0 | SalariesEtcCurrentYear |
| Total Prof Fundrsng Exp Prior Year | 0 | TotalProfFundrsngExpPriorYear |
| Total Prof Fundrsng Exp CY | 0 | TotalProfFundrsngExpCY |
| Total Fundrsng Exp Current Year | 0 | TotalFundrsngExpCurrentYear |
| Other Expense Prior Year | 94471 | OtherExpensePriorYear |
| Other Expenses Current Year | 119280 | OtherExpensesCurrentYear |
| Total Expenses Prior Year | 1202271 | TotalExpensesPriorYear |
| Total Expenses Current Year | 1522090 | TotalExpensesCurrentYear |
| Revenues Less Expenses Prior Year | -1252965 | RevenuesLessExpensesPriorYear |
| Revenues Less Expenses CY | 181840 | RevenuesLessExpensesCY |
| Total Assets BOY | 15120334 | TotalAssetsBOY |
| Total Assets EOY | 17490870 | TotalAssetsEOY |
| Total Liabilities BOY | 325000 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 310500 | TotalLiabilitiesEOY |
| Net Assets Or Fund Balances BOY | 14795334 | NetAssetsOrFundBalancesBOY |
| Net Assets Or Fund Balances EOY | 17180370 | NetAssetsOrFundBalancesEOY |
| Mission Description | SUPPORTS THE ACTIVITIES OF THE JEWISH COMMUNITY FOUNDATION, WORKING TO CREATE A CULTURALLY RICH, SUPPORTIVE , INCLUSIVE AND STRONG JEWISH COMMUNITY. | MissionDescription |
| Significant New Program Services | 0 | SignificantNewProgramServices |
| Significant Change | 0 | SignificantChange |
| Expense | 1402810 | Expense |
| Grants | 1402810 | Grants |
| Description | ISSUE GRANTS TO ORGANIZATIONS THAT SUPPORT THE AIMS AND PURPOSE OF JEWISH LIFE THROUGH VARIOUS SOCIAL, CULTURAL AND HUMAN NEEDS PROGRAMS. | Description |
| Total Program Service Expense | 1402810 | TotalProgramServiceExpense |
| Described In501 C3 | 1 | DescribedIn501C3 |
| Schedule B Required | 1 | ScheduleBRequired |
| Political Activities | 0 | PoliticalActivities |
| Lobbying Activities | 0 | LobbyingActivities |
| Subject To Proxy Tax | 0 | SubjectToProxyTax |
| Donor Advised Funds | 0 | DonorAdvisedFunds |
| Conservation Easements | 0 | ConservationEasements |
| Collections Of Art | 0 | CollectionsOfArt |
| Credit Counseling | 0 | CreditCounseling |
| Term Or Permanent Endowments | 0 | TermOrPermanentEndowments |
| Report Land Bldg Equip | 0 | ReportLandBldgEquip |
| Report Invest Oth Securities | 0 | ReportInvestOthSecurities |
| Report Prog Rel Invest | 0 | ReportProgRelInvest |
| Report Other Assets | 0 | ReportOtherAssets |
| Report Other Liabilities | 0 | ReportOtherLiabilities |
| Report Fin48 Footnote | 1 | ReportFin48Footnote |
| Independent Audit Financial Stmt | 0 | IndependentAuditFinancialStmt |
| Consolidated Audit Financial Stmt | 1 | ConsolidatedAuditFinancialStmt |
| School | 0 | School |
| Foreign Office | 0 | ForeignOffice |
| Foreign Activities | 0 | ForeignActivities |
| More Than5000 K To Organizations | 0 | MoreThan5000KToOrganizations |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividuals |
| Professional Fundraising | 0 | ProfessionalFundraising |
| Fundraising Activities | 0 | FundraisingActivities |
| Gaming | 0 | Gaming |
| Hospital | 0 | Hospital |
| Grants To Organizations | 1 | GrantsToOrganizations |
| Grants To Individuals | 0 | GrantsToIndividuals |
| Schedule J Required | 0 | ScheduleJRequired |
| Tax Exempt Bonds | 0 | TaxExemptBonds |
| Excess Benefit Transaction | 0 | ExcessBenefitTransaction |
| Prior Excess Benefit Transaction | 0 | PriorExcessBenefitTransaction |
| Loan To Officer Or DQP | 0 | LoanToOfficerOrDQP |
| Grant To Related Person | 0 | GrantToRelatedPerson |
| Bsnss Rltnshp With Organization | 0 | BsnssRltnshpWithOrganization |
| Bsnss Rltnshp Thru Family Member | 0 | BsnssRltnshpThruFamilyMember |
| Officer Entity With Bsnss Rltnshp | 0 | OfficerEntityWithBsnssRltnshp |
| Deductible Non Cash Contributions | 1 | DeductibleNonCashContributions |
| Deductible Contributions Of Art | 0 | DeductibleContributionsOfArt |
| Terminated | 0 | Terminated |
| Partial Liquidation | 0 | PartialLiquidation |
| Disregarded Entity | 0 | DisregardedEntity |
| Related Entity | 1 | RelatedEntity |
| Related Org Controlled Entity | 0 | RelatedOrgControlledEntity |
| Transfers To Exempt Non Chrtbl Org | 0 | TransfersToExemptNonChrtblOrg |
| Activities Conducted Partnership | 0 | ActivitiesConductedPartnership |
| Schedule O Required | 1 | ScheduleORequired |
| Number Forms Transmitted With1096 | 0 | NumberFormsTransmittedWith1096 |
| Number W2 G Included | 0 | NumberW2GIncluded |
| Number Of Employees | 0 | NumberOfEmployees |
| Unrelated Business Income | 0 | UnrelatedBusinessIncome |
| Foreign Financial Account | 0 | ForeignFinancialAccount |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTrans |
| Taxable Party Notification | 0 | TaxablePartyNotification |
| Non Deductible Contributions | 0 | NonDeductibleContributions |
| Quid Pro Quo Contributions | 0 | QuidProQuoContributions |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOf |
| Funds To Pay Premiums | 0 | FundsToPayPremiums |
| Premiums Paid | 0 | PremiumsPaid |
| Indoor Tanning Services | 0 | IndoorTanningServices |
| Info In Schedule O Part VI | X | InfoInScheduleOPartVI |
| Nbr Voting Governing Body Members | 5 | NbrVotingGoverningBodyMembers |
| Number Independent Voting Members | 5 | NumberIndependentVotingMembers |
| Family Or Business Relationship | 1 | FamilyOrBusinessRelationship |
| Delegation Of Management Duties | 1 | DelegationOfManagementDuties |
| Changes To Organizing Docs | 0 | ChangesToOrganizingDocs |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuse |
| Members Or Stockholders | 0 | MembersOrStockholders |
| Election Of Board Members | 0 | ElectionOfBoardMembers |
| Decisions Subject To Approval | 0 | DecisionsSubjectToApproval |
| Minutes Of Governing Body | 1 | MinutesOfGoverningBody |
| Minutes Of Committees | 1 | MinutesOfCommittees |
| Officer Mailing Address | 0 | OfficerMailingAddress |
| Local Chapters | 0 | LocalChapters |
| Form990 Provided To Governing Body | 0 | Form990ProvidedToGoverningBody |
| Conflict Of Interest Policy | 1 | ConflictOfInterestPolicy |
| Annual Disclosure Covered Persons | 1 | AnnualDisclosureCoveredPersons |
| Regular Monitoring Enforcement | 1 | RegularMonitoringEnforcement |
| Whistleblower Policy | 1 | WhistleblowerPolicy |
| Document Retention Policy | 1 | DocumentRetentionPolicy |
| Compensation Process CEO | 1 | CompensationProcessCEO |
| Compensation Process Other | 0 | CompensationProcessOther |
| Investment In Joint Venture | 0 | InvestmentInJointVenture |
| States Where Copy Of Return Is Filed | CA | StatesWhereCopyOfReturnIsFiled |
| Upon Request | X | UponRequest |
The Books Are In Care Of TheBooksAreInCareOf
Name Business NameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE JEWISH COMMUNITY FOUNDATION | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Telephone Number | 5108392900 | TelephoneNumber |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 300 GRAND AVENUE | AddressLine1 |
| City | OAKLAND | City |
| State | CA | State |
| ZIP Code | 94610 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| No Listed Persons Compensated | X | NoListedPersonsCompensated |
Form990 Part VII Section A Form990PartVIISectionA (5 entries)
| TitleTitle | Average Hours Per WeekAverageHoursPerWeek | Individual Trustee Or DirectorIndividualTrusteeOrDirector | OfficerOfficer | Reportable Comp From OrganizationReportableCompFromOrganization | Reportable Comp From Related OrgsReportableCompFromRelatedOrgs | Other CompensationOtherCompensation |
|---|---|---|---|---|---|---|
| DONALD CHAIKEN | ||||||
| PRESIDENT | 1.00 | X | X | 0 | 0 | 0 |
| CAROLE CHAIKEN | ||||||
| SECRETARY | 1.00 | X | X | 0 | 0 | 0 |
| IVOR SILVER | ||||||
| TREASURER | 1.00 | X | X | 0 | 0 | 0 |
| AMY R FRIEDKIN | ||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | |
| AMI NAHSHON | ||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | 0 | TotalReportableCompFromOrg |
| Total Reportable Comp Frm Rltd Orgs | 0 | TotalReportableCompFrmRltdOrgs |
| Total Other Compensation | 0 | TotalOtherCompensation |
| Number Individuals GT100 K | 0 | NumberIndividualsGT100K |
| Formers Listed | 0 | FormersListed |
| Total Comp GT150 K | 0 | TotalCompGT150K |
| Compensation From Other Sources | 0 | CompensationFromOtherSources |
| Number Of Contractors GT100 K | 0 | NumberOfContractorsGT100K |
| All Other Contributions | 1448024 | AllOtherContributions |
| Noncash Contributions | 998024 | NoncashContributions |
| Total Contributions | 1448024 | TotalContributions |
Investment Income InvestmentIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 76855 | TotalRevenueColumn |
| Exclusion | $76,855 | ExclusionAmount |
Gross Amount Sales Assets GrossAmountSalesAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 177703 | Securities |
Less Cost Oth Basis Sales Expenses LessCostOthBasisSalesExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 0 | Securities |
Gain Or Loss GainOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 177703 | Securities |
Net Gain Or Loss Investments NetGainOrLossInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 177703 | TotalRevenueColumn |
| Exclusion | $177,703 | ExclusionAmount |
Other Revenue Misc OtherRevenueMisc
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | MISCELLANEOUS INCOME | Description |
| Business Code | 900099 | BusinessCode |
| Total Revenue Column | 1348 | TotalRevenueColumn |
| Exclusion | $1,348 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Revenue | 1348 | TotalOtherRevenue |
Total Revenue TotalRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 1703930 | TotalRevenueColumn |
| Related Or Exempt Function Income | 0 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | 0 | UnrelatedBusinessRevenue |
| Exclusion | $255,906 | ExclusionAmount |
Grants To Domestic Orgs GrantsToDomesticOrgs
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1402810 | Total |
| Program Services | 1402810 | ProgramServices |
Fees For Services Accounting FeesForServicesAccounting
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 2050 | Total |
| Management And General | 2050 | ManagementAndGeneral |
Fees For Services Invst Mgmnt Fees FeesForServicesInvstMgmntFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 27079 | Total |
| Management And General | 27079 | ManagementAndGeneral |
Other Expenses OtherExpenses (3 entries)
| DescriptionDescription | TotalTotal | Management And GeneralManagementAndGeneral |
|---|---|---|
| ADMINISTRATIVE | 89363 | 89363 |
| MISCELLANEOUS EXP | 749 | 749 |
| BANK FEES | 39 | 39 |
Total Functional Expenses TotalFunctionalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1522090 | Total |
| Program Services | 1402810 | ProgramServices |
| Management And General | 119280 | ManagementAndGeneral |
| Fundraising | 0 | Fundraising |
Savings And Temp Cash Investments SavingsAndTempCashInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 431154 | BOY |
Investments Pub Traded Securities InvestmentsPubTradedSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 14689180 | BOY |
| EOY | 17490870 | EOY |
Total Assets TotalAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 15120334 | BOY |
| EOY | 17490870 | EOY |
Grants Payable GrantsPayable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 325000 | BOY |
| EOY | 310500 | EOY |
Total Liabilities TotalLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 325000 | BOY |
| EOY | 310500 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Follow SFAS117 | X | FollowSFAS117 |
Unrestricted Net Assets UnrestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 14795334 | BOY |
| EOY | 17180370 | EOY |
Total Net Assets Fund Balances TotalNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 14795334 | BOY |
| EOY | 17180370 | EOY |
Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 15120334 | BOY |
| EOY | 17490870 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expenses | 181840 | ReconcilationRevenueExpenses |
| Reconciliation Unrealized Invest | 2203196 | ReconciliationUnrealizedInvest |
| Reconcilation Other Changes | 0 | ReconcilationOtherChanges |
| Info In Schedule O Part XII | X | InfoInScheduleOPartXII |
| Method Of Accounting Accrual | X | MethodOfAccountingAccrual |
| Accountant Compile Or Review | 0 | AccountantCompileOrReview |
| FS Audited | 1 | FSAudited |
FS Audited Basis FSAuditedBasis
| Field | Value | IRS element (for citing) |
|---|---|---|
| Financial Statement Consolidated | X | FinancialStatementConsolidated |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | 1 | AuditCommittee |
| Federal Grant Audit Required | 0 | FederalGrantAuditRequired |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Supporting Organization509a3 | X | SupportingOrganization509a3 |
| Supporting Org509a3 Type1 | X | SupportingOrg509a3Type1 |
| Certification Checkbox | X | CertificationCheckbox |
| Contrib By Controlling Individual | 0 | ContribByControllingIndividual |
| Contribution By Related Party | 0 | ContributionByRelatedParty |
| Contrib By35 Controlled Entity | 0 | ContribBy35ControlledEntity |
Supported Org Information SupportedOrgInformation
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | JEWISH COMMUNITY FOUNDATION | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 946098382 | EIN |
| Type Of Organization | 7 | TypeOfOrganization |
| Listed In Governing Doc | 1 | ListedInGoverningDoc |
| Supported Organization Notified | 1 | SupportedOrganizationNotified |
| Organized In US | 1 | OrganizedInUS |
| Amount | $7,900 | Amount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Number Of Supported Orgs | 1 | TotalNumberOfSupportedOrgs |
| Sum Of Amounts | 7900 | SumOfAmounts |
Schedule B IRS990ScheduleB
Contributor Info ContributorInfo
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor Number | RESTRICTED | ContributorNumber |
Contributor Name Business ContributorNameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor Address US ContributorAddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Aggregate Contributions | RESTRICTED | AggregateContributions |
Schedule D IRS990ScheduleD
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Land Buildings | 0 | TotalOfBookValueLandBuildings |
| Footnote In Part XIII | X | FootnoteInPartXIII |
| Tot Revenue Etc Audited Fincl Stmt | 3907126 | TotRevenueEtcAuditedFinclStmt |
| Net Unrealized Gains Investments | 2203196 | NetUnrealizedGainsInvestments |
| Revenue Not Rptd F990 | 2203196 | RevenueNotRptdF990 |
| Revenue Subtotal | 1703930 | RevenueSubtotal |
| Revenue Not Rptd On Fin Stmt | 0 | RevenueNotRptdOnFinStmt |
| Total Revenue Per Form990 | 1703930 | TotalRevenuePerForm990 |
| Tot Expenses Etc Audited Fincl Stmt | 1522090 | TotExpensesEtcAuditedFinclStmt |
| Expenses Not Rptd F990 | 0 | ExpensesNotRptdF990 |
| Expenses Subtotal | 1522090 | ExpensesSubtotal |
| Expenses Not Rptd On Fin Stmt | 0 | ExpensesNotRptdOnFinStmt |
| Total Expenses Per Form990 | 1522090 | TotalExpensesPerForm990 |
Form990 Schedule D Part XIII Form990ScheduleDPartXIII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | DESCRIPTION OF UNCERTAIN TAX POSITIONS UNDER FIN 48: | Identifier |
| Return Reference | PART X, LINE 2: | ReturnReference |
| Explanation | THE 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, 2013, 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 2008 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. | Explanation |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Records Maintained | 1 | RecordsMaintained |
Recipient Table RecipientTable (46 entries)
| EIN Of RecipientEINOfRecipient | IRC SectionIRCSection | Amount Of Cash GrantAmountOfCashGrant | Purpose Of GrantPurposeOfGrant |
|---|---|---|---|
| THE ABRAHAM FUND INITIATIVES | |||
| 133556715 | 501(C)(3) | 20000 | TO PROVIDE GENERAL SERVICES TO THE COMMUNITY AT LARGE |
| AMERICAN CANCER SOCIETY | |||
| 941170350 | 501(C)(3) | 5000 | TO PROVIDE GENERAL SERVICES TO THE COMMUNITY AT LARGE |
| AMERICAN CIVIL LIBERTIES UNION FOUNDATION OF NORTHERN CALIFORNIA | |||
| 940279770 | 501(C)(3) | 5000 | TO PROVIDE FOR GIRLS SPORTS PROGRAMS TO THE COMMUNITY AT LARGE |
| AMERICAN ISRAEL EDUCATION FOUNDATION | |||
| 521623781 | 501(C)(3) | 120000 | TO PROVIDE EDUCATIONAL SERVICES TO THE JEWISH COMMUNITY |
| ANTI-DEFAMATION LEAGUE - CENTRAL PACIFIC REGION | |||
| 132887439 | 501(C)(3) | 5000 | TO PROVIDE GENERAL SERVICES TO THE COMMUNITY AT LARGE |
| BRADY CENTER TO PREVENT HANDGUN VIOLENCE | |||
| 521285097 | 501(C)(3) | 5000 | TO PROVIDE GENERAL SERVICES TO THE COMMUNITY AT LARGE |
| CLAL -- THE NATIONAL JEWISH CENTER FOR LEARNING AND LEADERSHIP | |||
| 237390358 | 501(C)(3) | 7500 | TO PROVIDE EDUCATIONAL SERVICES TO THE JEWISH COMMUNITY |
| FREEDOM TO MARRY FOUNDATION INC | |||
| 043525324 | 501(C)(3) | 5000 | TO PROVIDE GENERAL SERVICES TO THE COMMUNITY AT LARGE |
| GAY AND LESBIAN ALLIANCE AGAINST DEFAMATION INC | |||
| 311663810 | 501(C)(3) | 15000 | TO PROVIDE GENERAL SERVICES TO THE COMMUNITY AT LARGE |
| GLOBAL GREEN USA | |||
| 770387124 | 501(C)(3) | 5000 | TO PROVIDE GENERAL SERVICES TO THE COMMUNITY AT LARGE |
| HUMAN RIGHTS CAMPAIGN FOUNDATION | |||
| 521481896 | 501(C)(3) | 30000 | TO PROVIDE GENERAL SERVICES TO THE COMMUNITY AT LARGE |
| ISRAEL21C | |||
| 770571579 | 501(C)(3) | 20000 | TO PROVIDE CULTURAL SERVICES TO THE COMMUNITY AT LARGE |
| JEWISH COMMUNITY FEDERATION OF SAN FRANCISCO | |||
| 941156533 | 501(C)(3) | 8500 | TO PROVIDE CULTURAL SERVICES TO THE JEWISH COMMUNITY |
| JEWISH FAMILY & CHILDREN'S SERVICES - SAN FRANCISCO | |||
| 941156528 | 501(C)(3) | 5000 | TO PROVIDE GENERAL SERVICES TO THE JEWISH COMMUNITY |
| JEWISH FAMILY & CHILDREN'S SERVICES OF THE EAST BAY | |||
| 943250304 | 501(C)(3) | 7000 | TO PROVIDE GENERAL SERVICES TO THE JEWISH COMMUNITY |
| JEWISH FEDERATION OF THE GREATER EAST BAY | |||
| 941156560 | 501(C)(3) | 240000 | TO PROVIDE CULTURAL SERVICES TO THE JEWISH COMMUNITY |
| JEWISH COMMUNITY FOUNDATION | |||
| 946098382 | 501(C)(3) | 7900 | TO PROVIDE GENERAL SERVICES TO THE COMMUNITY AT LARGE |
| LAMBDA LEGAL DEFENSE & EDUCATION FUND INC | |||
| 237395681 | 501(C)(3) | 40000 | TO PROVIDE GENERAL SERVICES TO THE COMMUNITY AT LARGE. $5,000 DESIGNATED FOR THE GOLF INVITATIONAL. |
| LAUGHING PONY RESCUE | |||
| 272914210 | 501(C)(3) | 5000 | TO PROVIDE GENERAL SERVICES TO THE COMMUNITY AT LARGE |
| MARIN PRIMARY AND MIDDLE SCHOOL | |||
| 942302389 | 501(C)(3) | 162000 | TO PROVIDE EDUCATIONAL SERVICES TO THE COMMUNITY AT LARGE |
| NARAL PRO-CHOICE AMERICA FOUNDATION | |||
| 521100361 | 501(C)(3) | 26000 | TO PROVIDE GENERAL SERVICES TO THE COMMUNITY AT LARGE |
| NATURAL RESOURCES DEFENSE COUNCIL | |||
| 132654926 | 501(C)(3) | 5000 | TO PROVIDE GENERAL SERVICES TO THE COMMUNITY AT LARGE |
| OAKLAND MUSEUM OF CALIFORNIA FOUNDATION | |||
| 943094513 | 501(C)(3) | 5000 | TO PROVIDE CULTURAL SERVICES TO THE COMMUNITY AT LARGE |
| ORT AMERICA | |||
| 135562424 | 501(C)(3) | 7500 | TO PROVIDE GENERAL SERVICES TO THE JEWISH COMMUNITY |
| PLANNED PARENTHOOD FEDERATION OF AMERICA | |||
| 131644147 | 501(C)(3) | 7500 | TO PROVIDE GENERAL SERVICES TO THE COMMUNITY AT LARGE |
| PLANNED PARENTHOOD SHASTA-PACIFIC | |||
| 941575233 | 501(C)(3) | 90000 | TO PROVIDE GENERAL SERVICES TO THE COMMUNITY AT LARGE |
| ROTACARE BAY AREA INC | |||
| 770328723 | 501(C)(3) | 5000 | TO PROVIDE GENERAL SERVICES TO THE COMMUNITY AT LARGE |
| SAN FRANCISCO FILM SOCIETY | |||
| 942663216 | 501(C)(3) | 45000 | TO PROVIDE GENERAL SERVICES TO THE COMMUNITY AT LARGE |
| SILVER RIBBON CAMPAIGN TO TRUST WOMEN | |||
| 481282646 | 501(C)(3) | 5000 | TO PROVIDE SPIRITUAL SERVICES TO THE JEWISH COMMUNITY |
| PRO KIDS THE FIRST TEE OF SAN DIEGO | |||
| 330617741 | 501(C)(3) | 20000 | TO PROVIDE SPIRITUAL SERVICES TO THE JEWISH COMMUNITY |
| SUNDANCE INSTITUTE | |||
| 870361394 | 501(C)(3) | 10000 | TO PROVIDE GENERAL SERVICES TO THE COMMUNITY AT LARGE |
| THE CHINATI FOUNDATION | |||
| 742340423 | 501(C)(3) | 25550 | TO PROVIDE GENERAL SERVICES TO THE COMMUNITY AT LARGE |
| THE CONTEMPORARY JEWISH MUSEUM | |||
| 470920831 | 501(C)(3) | 35000 | TO PROVIDE CULTURAL SERVICES TO THE JEWISH COMMUNITY |
| CONGREGATION KOL SHOFAR | |||
| 942539545 | 501(C)(3) | 8535 | TO PROVIDE CULTURAL SERVICES TO THE JEWISH COMMUNITY |
| BALLROOM MARFA | |||
| 200126402 | 501(C)(3) | 11000 | TO PROVIDE EDUCATIONAL SERVICES TO THE COMMUNITY AT LARGE |
| UC SAN DIEGO FOUNDATION | |||
| 956006144 | 501(C)(3) | 5000 | TO PROVIDE EDUCATIONAL SERVICES TO THE COMMUNITY AT LARGE |
| WORLD UNION FOR PROGRESSIVE JUDAISM | |||
| 131930176 | 501(C)(3) | 10000 | TO PROVIDE GENERAL SERVICES TO THE JEWISH COMMUNITY |
| YALE UNIVERSITY | |||
| 060646973 | 501(C)(3) | 5000 | TO PROVIDE EDUCATIONAL SERVICES TO THE COMMUNITY AT LARGE |
| UC SAN DIEGO ATHLETIC FOUNDATION | |||
| 952872494 | 501(C)(3) | 101500 | TO PROVIDE GENERAL SERVICES TO THE JEWISH COMMUNITY |
| UCSF FOUNDATION | |||
| 942829914 | 501(C)(3) | 25000 | TO PROVIDE GENERAL SERVICES TO THE JEWISH COMMUNITY |
| SAPLING FOUNDATION | |||
| 943235545 | 501(C)(3) | 12500 | TO PROVIDE GENERAL SERVICES TO THE JEWISH COMMUNITY |
| FRIENDS OF THE MARFA PUBLIC LIBRARY | |||
| 742742842 | 501(C)(3) | 6000 | TO PROVIDE EDUCATIONAL SERVICES TO THE JEWISH COMMUNITY |
| EMANU-EL CONGREGATION | |||
| 941156521 | 501(C)(3) | 5725 | TO PROVIDE GENERAL SERVICES TO THE JEWISH COMMUNITY |
| THE CENTER FOR REPRODUCTIVE RIGHTS | |||
| 133669731 | 501(C)(3) | 40000 | TO PROVIDE GENERAL SERVICES TO THE JEWISH COMMUNITY |
| REUTLINGER COMMUNITY | |||
| 942833147 | 501(C)(3) | 5000 | TO PROVIDE GENERAL SERVICES THE JEWISH COMMUNITY |
| THE SAN FRANCISCO FRIENDS SCHOOL | |||
| 943397589 | 501(C)(3) | 5000 | TO PROVIDE GENERAL SERVICES THE JEWISH COMMUNITY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Nbr Of501 C3 And Govt Grants | 45 | TotalNbrOf501C3AndGovtGrants |
Form990 Schedule I Part IV Form990ScheduleIPartIV
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | PROCEDURE FOR MONITORING GRANTS IN THE U.S.: | Identifier |
| Return Reference | PART I, LINE 2: | ReturnReference |
| Explanation | SCHEDULE I, PART I, LINE 2: SELECTED 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. | Explanation |
Schedule M IRS990ScheduleM
Securities Publicly Traded SecuritiesPubliclyTraded
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | X | NonCashCheckbox |
| Number Of Contributions | 1 | NumberOfContributions |
| Noncash Contribs Rptd F990 | 998024 | NoncashContribsRptdF990 |
| Method Of Determining Revenues | FAIR MARKET VALUE | MethodOfDeterminingRevenues |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Any Property That Must Be Held | 0 | AnyPropertyThatMustBeHeld |
| Review Process Unusual NC Gifts | 0 | ReviewProcessUnusualNCGifts |
| Third Parties Used | 0 | ThirdPartiesUsed |
Schedule O IRS990ScheduleO
General Explanation GeneralExplanation (7 entries)
| Return ReferenceReturnReference | ExplanationExplanation | IdentifierIdentifier |
|---|---|---|
| FORM 990, PART VI, SECTION A, LINE 2 | DONALD AND CAROLE CHAIKEN ARE HUSBAND AND WIFE. | |
| FORM 990, PART VI, SECTION A, LINE 3 | MANAGEMENT OF THE ORGANIZATION IS DELEGATED TO THE JEWISH COMMUNITY FOUNDATION, THE SUPPORTED ORGANIZATION. | |
| FORM 990, PART VI, SECTION B, LINE 11 | A MEMBER OF THE AUDIT COMMITTEE REVIEWS THE FORM 990 BEFORE FINALIZATION. | |
| FORM 990, PART VI, SECTION B, LINE 12C | THE CONFLICT OF INTEREST POLICY IS REVIEWED AT THE ANNUAL BOARD MEETEING. | |
| FORM 990, PART VI, SECTION B, LINE 15A | THE ORGANIZATION HAS NO COMPENSATED OFFICERS. | |
| FORM 990, PART VI, SECTION C, LINE 19 | GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS ARE AVAILABLE TO THE PUBLIC UPON REQUEST. | |
| FORM 990, PART XI, LINE 2 | THIS ORGANIZATION IS INCLUDED IN THE CONSOLIDATED FINANCIAL STATEMENTS OF THE JEWISH COMMUNITY FOUNDATION. | FINANCIAL STATEMENTS |
Schedule R IRS990ScheduleR
Form990 Schedule R Part II Form990ScheduleRPartII
Name Of Disregarded Entity NameOfDisregardedEntity
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE JEWISH COMMUNITY FOUNDATION | BusinessNameLine1 |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 300 GRAND AVENUE | AddressLine1 |
| City | OAKLAND | City |
| State | CA | State |
| ZIP Code | 94610 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 946098382 | EIN |
| Primary Activities | ENDOWMENT FOR JEWISH SERVICES IN THE COMMUNITY | PrimaryActivities |
| Legal Domicile State | CA | LegalDomicileState |
| Exempt Code Section | 501(C)(3) | ExemptCodeSection |
| Public Charity Status | LINE 7 | PublicCharityStatus |
| Controlled Org | 0 | ControlledOrg |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Ann Rents Royalties | 0 | ReceiptOfIntAnnRentsRoyalties |
| Gift Grant Or Cap Contr To Other Org | 0 | GiftGrantOrCapContrToOtherOrg |
| Gift Grant Or Cap Contr Fr Other Org | 0 | GiftGrantOrCapContrFrOtherOrg |
| Loans Or Guarantees To Other Org | 0 | LoansOrGuaranteesToOtherOrg |
| Loans Or Guarantees From Other Org | 0 | LoansOrGuaranteesFromOtherOrg |
| Dividends Related Organization | 0 | DividendsRelatedOrganization |
| Sale Of Assets To Other Org | 0 | SaleOfAssetsToOtherOrg |
| Purchase Of Assets From Other Org | 0 | PurchaseOfAssetsFromOtherOrg |
| Exchange Of Assets | 0 | ExchangeOfAssets |
| Rental Of Facilities To Other Orgs | 0 | RentalOfFacilitiesToOtherOrgs |
| Rental Of Facilities Fr Other Orgs | 0 | RentalOfFacilitiesFrOtherOrgs |
| Perform Of Services For Other Orgs | 0 | PerformOfServicesForOtherOrgs |
| Perform Of Services By Other Orgs | 1 | PerformOfServicesByOtherOrgs |
| Sharing Of Facilities | 0 | SharingOfFacilities |
| Sharing Of Paid Employees | 0 | SharingOfPaidEmployees |
| Reimbursement Paid To Other Org | 1 | ReimbursementPaidToOtherOrg |
| Reimbursement Paid By Other Org | 0 | ReimbursementPaidByOtherOrg |
| Other Transfer To Other Org | 0 | OtherTransferToOtherOrg |
| Other Transfer From Other Org | 0 | OtherTransferFromOtherOrg |
Transactions Related Orgs Table TransactionsRelatedOrgsTable
Name Of Other Organization NameOfOtherOrganization
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE JEWISH COMMUNITY FOUNDATION | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Transaction Type | P | TransactionType |
| Amount Involved | 88693 | AmountInvolved |
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