2013-02-14T18:41:04-06:00 2012-06-30 222131009 ROTHSTEIN KASS 101 MONTGOMERY ST 22ND FLOOR SAN FRANCISCO CA 94104 990 2011-07-01 316675733 KANBAR CHARITABLE TRUST KANB 4157770411 121 STEUART STREET SAN FRANCISCO CA 941051236 MARK KOENIG 4157770411 2013-02-14 1 SANDER I STADTLER P00195939 4157886666 2011 2016-03-07 17:11:31Z MAURICE KANBAR 121 STEUART STREET SAN FRANCISCO CA 941051236 1700001 0 X N/A X 2001 CA SUPPORTS CHARITABLE, EDUCATIONAL, & RELIGIOUS PURPOSES OF JEWISH COMM FEDERATION OF SF 3 2 0 0 0 0 1200000 1700000 0 0 120 1 0 0 1200120 1700001 1257706 1290302 0 0 0 0 0 0 0 5238 2897 1262944 1293199 -62824 406802 309604 397123 570166 250883 -260562 146240 THE FOUNDATION OPERATES EXCLUSIVELY FOR CHARITABLE, EDUCATIONAL, OR RELIGIOUS PURPOSES BY CONDUCTING OR SUPPORTING ACTIVITIES FOR THE BENEFIT OF, OR TO CARRY OUT THE PURPOSES OF, THE JEWISH COMMUNITY FEDERATION OF SAN FRANCISCO, THE PENINSULA, MARIN AND SONOMA COUNTIES. 0 0 1290302 1290302 THE FOUNDATION MADE GRANTS IN SUPPORT OF THE CHARITABLE,EDUCATIONAL, SCIENTIFIC OR RELIGIOUS PURPOSES OF THE JEWISHCOMMUNITY FEDERATION OF SAN FRANCISCO, THE PENINSULA, MARIN ANDSONOMA COUNTIES. 1290302 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 1 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 X 3 2 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 CA X X MARK KOENIG 4157770411 121 STEUART STREET SAN FRANCISCO CA 941051236 MAURICE KANBAR 1.00 X 0 0 0 BERNARD OSHER 1.00 X 0 0 0 MARK REISBAUM 1.00 X 0 237317 19122 0 237317 19122 0 0 1 0 0 1700000 1700000 1 1 1700001 0 0 1 1290302 1290302 ADMINISTRATION FEES 2176 2176 BANK FEES 540 540 FEES AND LICENSING 160 160 POSTAGE & SHIPPING FEES 21 21 1293199 1290302 2897 0 19713 397123 289891 0 309604 397123 10643 618 559523 250265 570166 250883 X -260562 146240 -260562 146240 309604 397123 406802 0 X X 0 1 1 X 0 X X X X 0 0 0 JEWISH COMMUNITY FEDERATION OF SF 941156533 7 1 1 1 35000 1 35000 RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 1 BARROW GROUP INC 312 W 36TH STREET 6B NEW YORK NY 10018 133411791 501(C)(3) 15000 CASH VALUE N/A HAYWORTH ARTIST-IN-RESIDENCE PROGRAM BERKELEY SOCIETY FOR THE PRESERVATION 2020 ADDISON STREET BERKELEY CA 94704 942887073 501(C)(3) 10000 CASH VALUE N/A SF BILLBOARDS BROWARD COUNTY FILM SOCIETY INC 1314 E LAS OLAS BLVD 007 FT LAUDERDALE FL 33301 592701676 501(C)(3) 5000 CASH VALUE N/A FORT LAUDERDALE INTERNATIONAL FILM FESTIVAL BROWARD COUNTY FILM SOCIETY INC 1314 E LAS OLAS BLVD 007 FT LAUDERDALE FL 33301 592701676 501(C)(3) 5000 CASH VALUE N/A FT. LAUDERDALE INTERNATIONAL FILM FESTIVAL/GENERAL SUPPORT CERIMON HOUSE 115 NW FIRST STREET PORTLAND OR 97214 270568541 501(C)(3) 10000 CASH VALUE N/A GENERAL SUPPORT CHABAD HOUSE OF SAN FRANCISCO 834 - 28TH AVE 832 SAN FRANCISCO CA 94121 943003612 501(C)(3) 35000 CASH VALUE N/A GENERAL SUPPORT DEVEREUX FOUNDATION 81 SABBADAY LANE WASHINGTON CT 06793 231390618 501(C)(3) 10000 CASH VALUE N/A GENERAL SUPPORT FOR THE GLENHOLME SCHOOL FOUNDATION FOR JEWISH CULTURE 330 7TH AVENUE 21ST FLOOR NEW YORK NY 10011 131927751 501(C)(3) 10000 CASH VALUE N/A GENERAL SUPPORT FOUNDATION OF CITY COLLEGE OF SF PO BOX 40488 SAN FRANCISCO CA 94140 941682567 501(C)(3) 50000 CASH VALUE N/A GENERAL SUPPORT FOUNDATION OF CITY COLLEGE OF SF PO BOX 40488 SAN FRANCISCO CA 94140 941682567 501(C)(3) 5000 CASH VALUE N/A SCHOLARSHIP GOLDEN GATE OPERA 475 GATE 5 ROAD SUITE 204 SAUSALITO CA 94965 943221096 501(C)(3) 10000 CASH VALUE N/A SUPPORT THE POW MUSIC PROGRAM GOLDEN GATE OPERA COMPANY 3030 BRIDGEWAY SUITE 108 SAUSALITO CA 94965 943221096 501(C)(3) 10000 CASH VALUE N/A POW MUSIC SCHOOL GOLDEN GATE OPERA COMPANY 3030 BRIDGEWAY SUITE 108 SAUSALITO CA 94965 943221096 501(C)(3) 25000 CASH VALUE N/A POW MUSIC SCHOLARSHIPS 2012 HAMPTONS INTERNATIONAL FILM FESTIVAL INC 3 NEWTOWN MEWS EAST HAMPTON NY 11937 113133786 501(C)(3) 10000 CASH VALUE N/A SUPPORT THE 2011 FILM FESTIVAL HUNTER COLLEGE FOUNDATION INC 695 PARK AVE RM 1313A EAST BLDG NEW YORK NY 10021 133598671 501(C)(3) 10000 CASH VALUE N/A EXIBITION OF PERIPHERAL VISIONS JEWISH COMMUNITY CENTER OF SAN FRANCISCO 3200 CALIFORNIA STREET SAN FRANCISCO CA 94118 943227260 501(C)(3) 175000 CASH VALUE N/A GENERAL SUPPORT JEWISH COMMUNITY FEDERATION 121 STEUART STREET SAN FRANCISCO CA 94105 941156533 501(C)(3) 10000 CASH VALUE N/A SUPPORT THE BIRTHRIGHT ISRAEL PROGRAM JEWISH COMMUNITY FEDERATION 121 STEUART STREET SAN FRANCISCO CA 94105 941156533 501(C)(3) 25000 CASH VALUE N/A 2012 CAMPAIGN JEWISH FAMILY AND CHILDREN'S SERVICES OF THE EAST BAY 2484 SHATTUCK AVENUE SUITE 210 BERKELEY CA 94704 943250304 501(C)(3) 10000 CASH VALUE N/A SUPPORT CHAVERIM JIMENA INC (JEWS INDIGENOUS TO THE MIDDLE EAST AND NORTH AFRICA (JIMENA)) 459 FULTON ST STE 207 SAN FRANCISCO CA 94102 262893844 501(C)(3) 25000 CASH VALUE N/A GENERAL SUPPORT JOHN BURTON FOUNDATION 235 MONTGOMERY STREET SUITE 1142 SAN FRANCISCO CA 94104 943255070 501(C)(3) 10000 CASH VALUE N/A GENERAL SUPPORT KINGS BAY YM-YWHA INC 3495 NOSTRAND AVENUE BROOKLYN NY 11229 113068515 501(C)(3) 10000 CASH VALUE N/A GENERAL SUPPORT LAS TRAMPAS INC 3460 LANA LANE LAFAYETTE CA 94549 941437727 501(C)(3) 10000 CASH VALUE N/A SCHOLARSHIP MENDOCINO FILM FESTIVAL PO BOX 1843 MENDOCINO CA 95460 202922185 501(C)(3) 5000 CASH VALUE N/A 2010 SPONSORSHIP MENDOCINO FILM FESTIVAL PO BOX 1843 MENDOCINO CA 95460 202922185 501(C)(3) 5000 CASH VALUE N/A AWARD OF EXCELLENCE IN DOCUMENTARY FILMMAKING MENDOCINO FILM FESTIVAL PO BOX 1843 MENDOCINO CA 95460 202922185 501(C)(3) 5000 CASH VALUE N/A SPONSORSHIP OF 2012 FILM FESTIVAL MUHLENBERG COLLEGE 2400 CHEW STREET ALLENTOWN PA 18104 231352664 501(C)(3) 10000 CASH VALUE N/A SCHOLARSHIP NASCENTWORKS INC 339 E 19TH STREET 2B NEW YORK NY 10003 421573942 501(C)(3) 10000 CASH VALUE N/A GAHP GENERAL SUPPORT NEW YORK UNIVERSITY 721 BROADWAY 12TH FLOOR NEW YORK NY 10003 135562308 501(C)(3) 50000 CASH VALUE N/A SCHOLARSHIP NEW YORK UNIVERSITY 721 BROADWAY 12TH FLOOR NEW YORK NY 10003 135562308 501(C)(3) 50000 CASH VALUE N/A SUPPORT GALA 2012 NEW YORK UNIVERSITY 721 BROADWAY 12TH FLOOR NEW YORK NY 10003 135562308 501(C)(3) 25000 CASH VALUE N/A SUPPORT THE DEAN'S COUNCIL DISCRETIONARY NEW YORK UNIVERSITY 721 BROADWAY 12TH FLOOR NEW YORK NY 10003 135562308 501(C)(3) 25000 CASH VALUE N/A EXHIBITION OF GOUACHES OF TOTI SCIALOJA OAKLAND MILITARY INSTITUTE COLLEGE PREPARATORY ACADEMY 3877 LUSK STREET OAKLAND CA 94608 912073068 501(C)(3) 25000 CASH VALUE N/A GENERAL SUPPORT OAKLAND SCHOOL FOR THE ARTS CHARTER HIGH SCHOOL 530 18TH STREET OAKLAND CA 94612 680463892 501(C)(3) 10000 CASH VALUE N/A GENERAL SUPPORT PERFORMAINC 100 WEST 23RD STREET 5TH FLOOR NEW YORK NY 10011 201286572 501(C)(3) 10000 CASH VALUE N/A GENERAL SUPPORT PHILADELPHIA UNIVERSITY 4201 HENRY AVE PHILADELPHIA PA 19144 231352294 501(C)(3) 12000 CASH VALUE N/A MAURICE KANBAR EXCELLENCE IN DESIGN AWARD PHILADELPHIA UNIVERSITY 4201 HENRY AVE PHILADELPHIA PA 19144 231352294 501(C)(3) 50000 CASH VALUE N/A SCHOLARSHIP SAN FRANCISCO FILM SOCIETY 39 MESA STREET SUITE 110 SAN FRANCISCO CA 94129 942663216 501(C)(3) 125000 CASH VALUE N/A SUPPORT THE 2011 FILM FESTIVAL SAN FRANCISCO FILM SOCIETY 39 MESA STREET SUITE 110 SAN FRANCISCO CA 94129 942663216 501(C)(3) 100000 CASH VALUE N/A SUPPORT 2012 FILM FESTIVAL SAN JOSE STATE UNIVERSITY ONE WASHINGTON SQUARE SAN JOSE CA 95192 830403915 501(C)(3) 10000 CASH VALUE N/A PROFESSOR GLAZER'S STAGE TO SCREEN DEVELOPMENT PROJECT SAN JOSE STATE UNIVERSITY RESEARCH FOUNDATION 210 NORTH FOURTH ST SAN JOSE CA 95112 946017638 501(C)(3) 10000 CASH VALUE N/A SUPPORT FOR PROJECT SOLOMON R GUGGENHEIM FOUNDATION 1071 FIFTH AVENUE NEW YORK NY 10128 135562233 501(C)(3) 7500 CASH VALUE N/A SUPPORT THE PEGGY GUGGENHEIM COLLECION'S ALBERTO BURRI EXHIBITION SOLOMON R GUGGENHEIM FOUNDATION 1071 FIFTH AVENUE NEW YORK NY 10128 135562233 501(C)(3) 30000 CASH VALUE N/A ALBERTO BURRI 2015 EXHIBITION ST MARY'S MEDICAL CENTER FOUNDATION 450 STANYAN STREET SAN FRANCISCO CA 94117 431918107 501(C)(3) 10000 CASH VALUE N/A GENERAL SUPPORT THE MILTON AND ROSE D FRIEDMAN FOUNDATION ONE AMERICAN SQUARE SUITE 2420 POBOX 82078 INDIANAPOLIS IN 46282 351978359 501(C)(3) 25000 CASH VALUE N/A GENERAL SUPPORT THE PLAYHOUSE 588 SUTTER STREET 318 SAN FRANCISCO CA 94102 861089699 501(C)(3) 10000 CASH VALUE N/A GENERAL SUPPORT THE REGENTS OF THE UNIV OF CA LA BOX 951432 1125 MURPHY HALL LOS ANGELES CA 90095 956006143 501(C)(3) 20000 CASH VALUE N/A SCHOLARSHIP UNIVERSITY OF SAN FRANCISCO 2130 FULTON STREET SAN FRANCISCO CA 94117 941156628 501(C)(3) 10000 CASH VALUE N/A GENERAL SUPPORT UNIVERSITY OF WASHINGTON POBOX 24967 SEATTLE WA 98124 916001537 501(C)(3) 20000 CASH VALUE N/A SCHOLARSHIP VILLAGE CHRISTAN SCHOOL 8930 VILLAGE AVE SUN VALLEY CA 91352 951971148 501(C)(3) 10000 CASH VALUE N/A SCHOLARSHIP WILLIE BROWN JR CENTER 560 MISSION STREET SAN FRANCISCO CA 94105 421572763 501(C)(3) 15000 CASH VALUE N/A SCHOLARSHIP PROGRAM WINDOW TO THE WORLD COMMUNICATIONS INC 5400 N ST LOUIS AVENUE CHICAGO IL 60625 362246703 501(C)(3) 25000 CASH VALUE N/A SUPPORT EBERT PRESENTS AT THE MOVIES Z SPACE STUDIO 499 ALABAMA STREET 450 SAN FRANCISCO CA 94110 943177230 501(C)(3) 25000 CASH VALUE N/A SUPPORT THE KORNBLUTH PROJECT FT. LAUDERDALE INTERNATIONAL FILM FESTIVAL/GENERAL SUPPORT 41 CASH VALUE CASH VALUE CASH VALUE CASH VALUE CASH VALUE CASH VALUE CASH VALUE CASH VALUE CASH VALUE CASH VALUE CASH VALUE CASH VALUE CASH VALUE CASH VALUE CASH VALUE CASH VALUE CASH VALUE CASH VALUE CASH VALUE CASH VALUE CASH VALUE CASH VALUE CASH VALUE CASH VALUE CASH VALUE CASH VALUE CASH VALUE CASH VALUE CASH VALUE CASH VALUE CASH VALUE CASH VALUE CASH VALUE CASH VALUE CASH VALUE CASH VALUE CASH VALUE CASH VALUE CASH VALUE CASH VALUE CASH VALUE CASH VALUE CASH VALUE CASH VALUE CASH VALUE CASH VALUE CASH VALUE CASH VALUE CASH VALUE CASH VALUE CASH VALUE CASH VALUE CASH VALUE CASH VALUE CASH VALUE CASH VALUE CASH VALUE CASH VALUE CASH VALUE CASH VALUE CASH VALUE CASH VALUE CASH VALUE CASH VALUE CASH VALUE CASH VALUE CASH VALUE CASH VALUE CASH VALUE CASH VALUE CASH VALUE CASH VALUE CASH VALUE CASH VALUE CASH VALUE CASH VALUE CASH VALUE CASH VALUE PROCEDURE FOR MONITORING GRANTS IN THE U.S.: PART I, LINE 2: SCHEDULE I, PART I, LINE 2: THE ORGANIZATION ENDEAVORS TO MONITOR ITS GRANTS TO ENSURE THAT SUCH GRANTS ARE USED FOR PROPER PURPOSES AND NOT OTHERWISE DIVERTED FROM THEIR INTENDED USE. THIS IS ACCOMPLISHED BY REQUESTING RECIPIENT ORGANIZATIONS TO AFFIRM THAT FUNDS MUST BE USED SOLELY IN ACCORDANCE WITH THE GRANT REQUEST AND BUDGET ON WHICH THE GRANT WAS BASED AND THAT ANY FUNDS NOT EXPENDED FOR THE STATED PURPOSE ARE TO BE RETURNED TO THE ORGANIZATION. REPORTS ARE REQUESTED FROM TIME TO TIME AS APPROPRIATE. X X X X X 0 0 0 0 0 0 0 0 0 MARK REISBAUM 0 237317 0 0 0 0 0 8750 0 10372 0 256439 0 0 FORM 990, PART IV, LINE 12 & PART XII, LINE 2A: THE ORGANIZATION RESPONDED "NO" TO THIS QUESTION BECAUSE THE FORM 990 IS FILED FOR THE ORGANIZATION ON A STAND-ALONE-BASIS, WHILE THE AUDITED FINANCIALS ARE PREPARED ON A CONSOLIDATED BASIS WITH THE RESULTS OF ITS SUPPORTED ORGANIZATION. THE FINANCIAL STATEMENTS OF THE ORGANIZATION ARE CONSOLIDATED WITH THOSE OF ITS SUPPORTED ORGANIZATION, AND AUDITED BY AN INDEPENDENT PUBLIC ACCOUNTING FIRM IN ACCORDANCE WITH GAAP. THE SUPPORTED ORGANIZATION'S AUDIT COMMITTEE HAS RESPONSIBILITY FOR OVERSIGHT OF THE AUDIT OF THE CONSOLIDATED FINANCIAL STATEMENTS. FORM 990, PART VI, SECTION B, LINE 11 THE FORM 990 IS PREPARED BY AN INDEPENDENT PUBLIC ACCOUNTING FIRM BASED ON AUDITED FINANCIAL STATEMENTS AND WITH THE ASSISTANCE OF A RELATED PARTY'S FINANCE AND ACCOUNTING STAFF. THE FINAL DRAFT OF THE FORM 990 IS REVIEWED BY THE TREASURER. THE PRESIDENT AND/OR OTHER OFFICERS RECEIVE THE FINAL VERSION OF THE FORM PRIOR TO FILING. FORM 990, PART VI, SECTION B, LINE 12C THE ORGANIZATION REGULARLY AND CONSISTENTLY MONITORS AND ENFORCES COMPLIANCE WITH ITS CONFLICT OF INTEREST POLICY. FOR TRUSTEES AND OFFICERS CONFLICT OF INTEREST POLICY, THE SUPPORTED ORGANIZATION REQUESTS COMPLETION OF AN ANNUAL DISCLOSURE FORM BY JANUARY 31 FOR ALL TRUSTEES AND OFFICERS. THE SUPPORTED ORGANIZATION ENSURES THAT ALL FORMS HAVE BEEN RECEIVED AND PREPARES A SUMMARY OF DISCLOSURES AND FORWARDS THE FORMS AND SUMMARY TO ITS LEGAL COUNSEL. THE SUPPORTED ORGANIZATION'S CFO ALSO RECEIVES A COPY OF THE SUMMARY AND REVIEWS ALL FORMS AND IS RESPONSIBLE FOR ASSURING APPROPRIATE REPORTING TO THE EXTERNAL AUDITORS AND DISCLOSURE IN THE ANNUAL TAX FILINGS. FORM 990, PART VI, SECTION B, LINE 15 THE ORGANIZATION DOES NOT HAVE EMPLOYEES AND DOES NOT COMPENSATE OFFICERS AND MEMBERS OF ITS BOARD. HOWEVER, CERTAIN OFFICERS AND/OR DIRECTORS ARE COMPENSATED BY A RELATED PARTY, THE JEWISH COMMUNITY FEDERATION OF SAN FRANCISCO, THE PENINSULA, MARIN AND SONOMA COUNTIES ('JCF'). JCF DOES A COMPENSATION SURVEY AND ANALYSIS FOR THE SENIOR LEVEL POSITIONS. JCF LOOKS AT COMPENSATION THAT IS EQUITABLE INTERNALLY AND EXTERNALLY FOR THESE POSITIONS. THE EXECUTIVE COMMITTEE OFFICERS APPROVE THE COMPENSATION FOR THE CEO. THERE IS A PERIODIC REVIEW OF ALL SALARIES FROM AN INDEPENDENT PROFESSIONAL COMPENSATION ORGANIZATION. THE REVIEW INCLUDES SIMILAR POSITIONS IN THE NON-PROFIT AND FOR-PROFIT SECTOR LOCALLY AND IS ADJUSTED NATIONALLY. THE COMPENSATION REVIEW ALSO ANALYZES COMPENSATION INFORMATION FROM OTHER FORM 990S FOR SIMILAR ORGANIZATIONS AS WELL AS MANY OTHER SOURCES OF COMPENSATION DATA. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION IS A PART OF THE JEWISH COMMUNITY FEDERATION, A RELATED PARTY, THAT MAKES ITS CONSOLIDATED AUDITED FINANCIAL STATEMENTS AND FORM 990 FOR THE MOST RECENT THREE YEARS AND CONFLICT OF INTEREST POLICY AVAILABLE TO THE PUBLIC UPON REQUEST. DUE TO TAX SOFTWARE LIMITATIONS, CERTAIN QUESTIONS THAT SHOULD HAVE BEEN ANSWERED N/A WERE EITHER LEFT BLANK OR ANSWERED NO AS FOLLOWS: 1) PART IV, QUESTION 5, 24B, 24C, 24D 2) PART V, QUESTION 1C, 3B, 5C, 6B, 7G, 7H, 8, 9A, 9B, 10A, 10B, 11A, 11B, 12A, 13A, 13B, 13C 3) PART VI, QUESTION 10B, 16B 4) PART XII, QUESTION 3B 5) SCHEDULE J, QUESTION 1B, 2, 9 JEWISH COMMUNITY FEDERATION OF SF 121 STEUART STREET SAN FRANCISCO CA 94105 941156533 BUILD, MAINTAIN, AND STRENGTHEN JEWISH IDENTITY, COMM. AND LIFE. CA 501(C)(3) LINE 7 N/A 0 0 1 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 JEWISH COMMUNITY FEDERATION OF SF L 2176 CASH VALUE JEWISH COMMUNITY FEDERATION OF SF B 35000 CASH VALUE