KANBAR CHARITABLE TRUST: Form 990, tax year 2009
View the entire original 990 at ProPublica ↗
- Organization
- KANBAR CHARITABLE TRUST (EIN 31-6675733)
- Tax period
- 2009-07-01 to 2010-06-30
- Filed
- 2011-05-16
- IRS object ID
- 201131369349304533
- Schema version
- 2009v1.7
- 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 | 2011-05-16T17:14:27-05:00 | Timestamp |
| Tax Period End Date | 2010-06-30 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ROTHSTEIN KASS & COMPANY LLP | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 101 Montgomery Street 22nd Fl | AddressLine1 |
| City | San Francisco | City |
| State | CA | State |
| ZIP Code | 94104 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnType |
| Tax Period Begin Date | 2009-07-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 316675733 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Kanbar Charitable Trust | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | KANB | NameControl |
| Phone | 4157770411 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 121 Steuart Street | AddressLine1 |
| City | San Francisco | City |
| State | CA | State |
| ZIP Code | 941051236 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | MARK REISBAUM | Name |
| Title | TRUSTEE | Title |
| Date Signed | 2011-05-13 | DateSigned |
| Authorize Third Party | true | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | Sander I Stadtler CPA | Name |
| Phone | 4157886666 | Phone |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2009 | TaxYear |
| Build TS | 2016-02-24 21:20:13Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Principal Officer Person | MAURICE KANBAR | NameOfPrincipalOfficerPerson |
Address Principal Officer US AddressPrincipalOfficerUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 121 STEUART STREET | AddressLine1 |
| City | SAN FRANCISCO | City |
| State | CA | State |
| ZIP Code | 941051236 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | 1300051 | GrossReceipts |
| Group Return For Affiliates | false | GroupReturnForAffiliates |
| Organization501c | X | Organization501c |
| Web Site | N/A | WebSite |
| Type Of Organization Trust | X | TypeOfOrganizationTrust |
| Year Formation | 2001 | YearFormation |
| State Legal Domicile | CA | StateLegalDomicile |
| Activity Or Mission Description | SUPPORTS CHARITABLE, EDUCATIONAL AND RELIGIOUS PURPOSES OF JEWISH COMMUNITY OF FEDERATION OF SAN FRANCISCO, THE PENINSULA, MARIN AND SONOMA COUNTIES. | ActivityOrMissionDescription |
| Nbr Voting Members Governing Body | 3 | NbrVotingMembersGoverningBody |
| Nbr Independent Voting Members | 2 | NbrIndependentVotingMembers |
| Total Nbr Employees | 0 | TotalNbrEmployees |
| Total Nbr Volunteers | 0 | TotalNbrVolunteers |
| Total Gross UBI | 0 | TotalGrossUBI |
| Net Unrelated Business Txbl Income | 0 | NetUnrelatedBusinessTxblIncome |
| Contributions Grants Prior Year | 2325000 | ContributionsGrantsPriorYear |
| Contributions Grants Current Year | 1300000 | ContributionsGrantsCurrentYear |
| Program Service Revenue CY | 0 | ProgramServiceRevenueCY |
| Investment Income Prior Year | 3371 | InvestmentIncomePriorYear |
| Investment Income Current Year | 51 | InvestmentIncomeCurrentYear |
| Other Revenue Current Year | 0 | OtherRevenueCurrentYear |
| Total Revenue Prior Year | 2328371 | TotalRevenuePriorYear |
| Total Revenue Current Year | 1300051 | TotalRevenueCurrentYear |
| Grants And Similar Amnts Prior Year | 2361345 | GrantsAndSimilarAmntsPriorYear |
| Grants And Similar Amnts CY | 1902743 | GrantsAndSimilarAmntsCY |
| Benefits Paid To Members CY | 0 | BenefitsPaidToMembersCY |
| Salaries Etc Current Year | 0 | SalariesEtcCurrentYear |
| Total Prof Fundrsng Exp CY | 0 | TotalProfFundrsngExpCY |
| Total Fundrsng Exp Current Year | 0 | TotalFundrsngExpCurrentYear |
| Other Expense Prior Year | 7583 | OtherExpensePriorYear |
| Other Expenses Current Year | 8310 | OtherExpensesCurrentYear |
| Total Expenses Prior Year | 2368928 | TotalExpensesPriorYear |
| Total Expenses Current Year | 1911053 | TotalExpensesCurrentYear |
| Revenues Less Expenses Prior Year | -40557 | RevenuesLessExpensesPriorYear |
| Revenues Less Expenses CY | -611002 | RevenuesLessExpensesCY |
| Total Assets BOY | 1025259 | TotalAssetsBOY |
| Total Assets EOY | 458639 | TotalAssetsEOY |
| Total Liabilities BOY | 611996 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 656377 | TotalLiabilitiesEOY |
| Net Assets Or Fund Balances BOY | 413263 | NetAssetsOrFundBalancesBOY |
| Net Assets Or Fund Balances EOY | -197738 | NetAssetsOrFundBalancesEOY |
| Mission Description | 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. | MissionDescription |
| Significant New Program Services | false | SignificantNewProgramServices |
| Significant Change | false | SignificantChange |
| Expense | 1902743 | Expense |
| Grants | 1902743 | Grants |
| Description | The TRUST made grants in support of the charitable, educational, scientific or religious purpose of the jewish community federation of san francisco, the peninsula, marin and sonoma counties. | Description |
| Total Program Service Expense | 1902743 | TotalProgramServiceExpense |
| Described In501 C3 | true | DescribedIn501C3 |
| Schedule B Required | true | ScheduleBRequired |
| Political Activities | false | PoliticalActivities |
| Lobbying Activities | false | LobbyingActivities |
| Donor Advised Funds | false | DonorAdvisedFunds |
| Conservation Easements | false | ConservationEasements |
| Collections Of Art | false | CollectionsOfArt |
| Credit Counseling | false | CreditCounseling |
| Term Or Permanent Endowments | false | TermOrPermanentEndowments |
| Balance Sheet Amounts Reported | false | BalanceSheetAmountsReported |
| Independent Audit Financial Stmt | false | IndependentAuditFinancialStmt |
| Consolidated Audit Financial Stmt | true | ConsolidatedAuditFinancialStmt |
| School | false | School |
| Foreign Office | false | ForeignOffice |
| Foreign Activities | false | ForeignActivities |
| More Than5000 K To Organizations | false | MoreThan5000KToOrganizations |
| More Than5000 K To Individuals | false | MoreThan5000KToIndividuals |
| Professional Fundraising | false | ProfessionalFundraising |
| Fundraising Activities | false | FundraisingActivities |
| Gaming | false | Gaming |
| Hospital | false | Hospital |
| Grants To Organizations | true | GrantsToOrganizations |
| Grants To Individuals | false | GrantsToIndividuals |
| Schedule J Required | true | ScheduleJRequired |
| Tax Exempt Bonds | false | TaxExemptBonds |
| Excess Benefit Transaction | false | ExcessBenefitTransaction |
| Prior Excess Benefit Transaction | false | PriorExcessBenefitTransaction |
| Loan To Officer Or DQP | false | LoanToOfficerOrDQP |
| Grant To Related Person | false | GrantToRelatedPerson |
| Bsnss Rltnshp With Organization | false | BsnssRltnshpWithOrganization |
| Bsnss Rltnshp Thru Family Member | false | BsnssRltnshpThruFamilyMember |
| Officer Entity With Bsnss Rltnshp | false | OfficerEntityWithBsnssRltnshp |
| Deductible Non Cash Contributions | false | DeductibleNonCashContributions |
| Deductible Contributions Of Art | false | DeductibleContributionsOfArt |
| Terminated | false | Terminated |
| Partial Liquidation | false | PartialLiquidation |
| Disregarded Entity | false | DisregardedEntity |
| Related Entity | true | RelatedEntity |
| Related Org Controlled Entity | false | RelatedOrgControlledEntity |
| Transfers To Exempt Non Chrtbl Org | false | TransfersToExemptNonChrtblOrg |
| Activities Conducted Partnership | false | ActivitiesConductedPartnership |
| Schedule O Required | true | ScheduleORequired |
| Number Forms Transmitted With1096 | 0 | NumberFormsTransmittedWith1096 |
| Number W2 G Included | 0 | NumberW2GIncluded |
| Compliance With Backup Witholding | true | ComplianceWithBackupWitholding |
| Number Of Employees | 0 | NumberOfEmployees |
| Unrelated Business Income | false | UnrelatedBusinessIncome |
| Foreign Financial Account | false | ForeignFinancialAccount |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTrans |
| Taxable Party Notification | false | TaxablePartyNotification |
| Non Deductible Contributions | false | NonDeductibleContributions |
| Quid Pro Quo Contributions | false | QuidProQuoContributions |
| Form8282 Property Disposed Of | false | Form8282PropertyDisposedOf |
| Funds To Pay Premiums | false | FundsToPayPremiums |
| Premiums Paid | false | PremiumsPaid |
| Nbr Voting Governing Body Members | 3 | NbrVotingGoverningBodyMembers |
| Number Independent Voting Members | 2 | NumberIndependentVotingMembers |
| Family Or Business Relationship | false | FamilyOrBusinessRelationship |
| Delegation Of Management Duties | false | DelegationOfManagementDuties |
| Changes To Organizing Docs | false | ChangesToOrganizingDocs |
| Material Diversion Or Misuse | false | MaterialDiversionOrMisuse |
| Members Or Stockholders | false | MembersOrStockholders |
| Election Of Board Members | false | ElectionOfBoardMembers |
| Decisions Subject To Approval | false | DecisionsSubjectToApproval |
| Minutes Of Governing Body | true | MinutesOfGoverningBody |
| Minutes Of Committees | true | MinutesOfCommittees |
| Officer Mailing Address | false | OfficerMailingAddress |
| Local Chapters | false | LocalChapters |
| Form990 Provided To Governing Body | true | Form990ProvidedToGoverningBody |
| Conflict Of Interest Policy | true | ConflictOfInterestPolicy |
| Annual Disclosure Covered Persons | true | AnnualDisclosureCoveredPersons |
| Regular Monitoring Enforcement | true | RegularMonitoringEnforcement |
| Whistleblower Policy | false | WhistleblowerPolicy |
| Document Retention Policy | true | DocumentRetentionPolicy |
| Compensation Process CEO | true | CompensationProcessCEO |
| Compensation Process Other | true | CompensationProcessOther |
| Investment In Joint Venture | false | InvestmentInJointVenture |
| States Where Copy Of Return Is Filed | CA | StatesWhereCopyOfReturnIsFiled |
| Other Website | X | OtherWebsite |
| Upon Request | X | UponRequest |
The Books Are In Care Of TheBooksAreInCareOf
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Person | ANDREW FRADKIN | NamePerson |
| Telephone Number | 4157770411 | TelephoneNumber |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 121 STEUART STREET | AddressLine1 |
| City | SAN FRANCISCO | City |
| State | CA | State |
| ZIP Code | 941051236 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| No Listed Persons Compensated | X | NoListedPersonsCompensated |
Form990 Part VII Section A Form990PartVIISectionA (4 entries)
| TitleTitle | Average Hours Per WeekAverageHoursPerWeek | Individual Trustee Or DirectorIndividualTrusteeOrDirector | Reportable Comp From OrganizationReportableCompFromOrganization | Reportable Comp From Related OrgsReportableCompFromRelatedOrgs | Other CompensationOtherCompensation |
|---|---|---|---|---|---|
| Maurice Kanbar | |||||
| Trustee | 1.0 | X | 0 | 0 | 0 |
| Bernard Osher | |||||
| Trustee | 1.0 | X | 0 | 0 | 0 |
| Lisa D Gurwitch | |||||
| Trustee - Outgoing | 1.0 | X | 0 | 478416 | 25205 |
| Mark Reisbaum | |||||
| Trustee | 1.0 | X | 0 | 187333 | 20658 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | 0 | TotalReportableCompFromOrg |
| Total Reportable Comp Frm Rltd Orgs | 665749 | TotalReportableCompFrmRltdOrgs |
| Total Other Compensation | 45863 | TotalOtherCompensation |
| Number Individuals GT100 K | 0 | NumberIndividualsGT100K |
| Formers Listed | false | FormersListed |
| Total Comp GT150 K | true | TotalCompGT150K |
| Compensation From Other Sources | false | CompensationFromOtherSources |
Contractor Compensation ContractorCompensation
Name Of Contractor NameOfContractor
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Person | NONE | NamePerson |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Of Contractor | AddressOfContractor |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Number Of Contractors GT100 K | 0 | NumberOfContractorsGT100K |
| All Other Contributions | 1300000 | AllOtherContributions |
| Total Contributions | 1300000 | TotalContributions |
| Total Program Service Revenue | 0 | TotalProgramServiceRevenue |
Investment Income InvestmentIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 51 | TotalRevenueColumn |
| Exclusion | $51 | ExclusionAmount |
Income From Invest Bond Proceeds IncomeFromInvestBondProceeds
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 0 | TotalRevenueColumn |
Royalties Revenue RoyaltiesRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 0 | TotalRevenueColumn |
Net Gain Or Loss Investments NetGainOrLossInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 0 | TotalRevenueColumn |
Net Income From Fundraising Events NetIncomeFromFundraisingEvents
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 0 | TotalRevenueColumn |
Net Income From Gaming NetIncomeFromGaming
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 0 | TotalRevenueColumn |
Net Income Or Loss NetIncomeOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 0 | TotalRevenueColumn |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Revenue | 0 | TotalOtherRevenue |
Total Revenue TotalRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 1300051 | TotalRevenueColumn |
| Exclusion | $51 | ExclusionAmount |
Grants To Domestic Orgs GrantsToDomesticOrgs
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1902743 | Total |
| Program Services | 1902743 | ProgramServices |
Grants To Domestic Individuals GrantsToDomesticIndividuals
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Foreign Grants ForeignGrants
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Benefits To Members BenefitsToMembers
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Comp Current Officers Directors CompCurrentOfficersDirectors
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Comp Disqual Persons CompDisqualPersons
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Other Salaries And Wages OtherSalariesAndWages
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Pension Plan Contributions PensionPlanContributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Other Employee Benefits OtherEmployeeBenefits
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Payroll Taxes PayrollTaxes
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Fees For Services Management FeesForServicesManagement
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Fees For Services Legal FeesForServicesLegal
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Fees For Services Accounting FeesForServicesAccounting
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 2000 | Total |
| Management And General | 2000 | ManagementAndGeneral |
Fees For Services Lobbying FeesForServicesLobbying
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Fees For Services Prof Fundraising FeesForServicesProfFundraising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Fees For Services Invst Mgmnt Fees FeesForServicesInvstMgmntFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Fees For Services Other FeesForServicesOther
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Advertising Advertising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Office Expenses OfficeExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Information Technology InformationTechnology
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Royalties Royalties
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Occupancy Occupancy
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Travel Travel
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Travel Entrtnmnt Public Officials TravelEntrtnmntPublicOfficials
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Conferences Meetings ConferencesMeetings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Interest Interest
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Payments To Affiliates PaymentsToAffiliates
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Depreciation Depletion DepreciationDepletion
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Insurance Insurance
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Other Expenses OtherExpenses (4 entries)
| DescriptionDescription | TotalTotal | Management And GeneralManagementAndGeneral |
|---|---|---|
| ADMINISTRATION FEES | 5900 | 5900 |
| MESSENGER FEES | 170 | 170 |
| FILING FEES | 160 | 160 |
| BANK FEES | 80 | 80 |
Total Functional Expenses TotalFunctionalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1911053 | Total |
| Program Services | 1902743 | ProgramServices |
| Management And General | 8310 | ManagementAndGeneral |
| Fundraising | 0 | Fundraising |
Cash Non Interest Bearing CashNonInterestBearing
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 231039 | BOY |
| EOY | 34368 | EOY |
Savings And Temp Cash Investments SavingsAndTempCashInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 294220 | BOY |
| EOY | 424271 | EOY |
Accounts Receivable AccountsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 500000 | BOY |
| EOY | 0 | EOY |
Total Assets TotalAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1025259 | BOY |
| EOY | 458639 | EOY |
Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 4773 | BOY |
| EOY | 5962 | EOY |
Grants Payable GrantsPayable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 607223 | BOY |
| EOY | 650415 | EOY |
Total Liabilities TotalLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 611996 | BOY |
| EOY | 656377 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Follow SFAS117 | X | FollowSFAS117 |
Unrestricted Net Assets UnrestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 413263 | BOY |
| EOY | -197738 | EOY |
Total Net Assets Fund Balances TotalNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 413263 | BOY |
| EOY | -197738 | EOY |
Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1025259 | BOY |
| EOY | 458639 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Method Of Accounting Accrual | X | MethodOfAccountingAccrual |
| Accountant Compile Or Review | false | AccountantCompileOrReview |
| FS Audited | true | FSAudited |
| Audit Committee | true | AuditCommittee |
| Financial Statement Consolidated | X | FinancialStatementConsolidated |
| Federal Grant Audit Required | false | 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 | false | ContribByControllingIndividual |
| Contribution By Related Party | false | ContributionByRelatedParty |
| Contrib By35 Controlled Entity | false | ContribBy35ControlledEntity |
Supported Org Information SupportedOrgInformation
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | JEWISH COMMUNITY FEDERATION OF SAN FRANCISCO | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 941156533 | EIN |
| Type Of Organization | 0 | TypeOfOrganization |
| Listed In Governing Doc | true | ListedInGoverningDoc |
| Supported Organization Notified | true | SupportedOrganizationNotified |
| Organized In US | true | OrganizedInUS |
| Amount | $50,000 | Amount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Number Of Supported Orgs | 1 | TotalNumberOfSupportedOrgs |
| Sum Of Amounts | 50000 | 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 I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Records Maintained | true | RecordsMaintained |
Recipient Table RecipientTable (55 entries)
| Address Line1AddressUS/AddressLine1 | CityAddressUS/City | StateAddressUS/State | ZIP CodeAddressUS/ZIPCode | EIN Of RecipientEINOfRecipient | IRC SectionIRCSection | Amount Of Cash GrantAmountOfCashGrant | Amount Of Non Cash AssistanceAmountOfNonCashAssistance | Method Of ValuationMethodOfValuation | Purpose Of GrantPurposeOfGrant |
|---|---|---|---|---|---|---|---|---|---|
| Acupuncturists Without Borders | |||||||||
| 37 Kelly Lynn Drive | Sandia Park | NM | 87047 | 542190889 | 501(C)(3) | 35000 | 0 | CASH VALUE | GENERAL SUPPORT |
| American Foundation for AIDS Research | |||||||||
| 120 Wall St | New York | NY | 100053908 | 133163817 | 501(C)(3) | 45000 | 0 | CASH VALUE | GENERAL SUPPORT |
| American Friends of Albert Einstein Institute | |||||||||
| 1221 East 21st Street | Brooklyn | NY | 11210 | 030483034 | 501(C)(3) | 40000 | 0 | CASH VALUE | GENERAL SUPPORT |
| American Theatre Wing | |||||||||
| 570 7TH Ave 501 | New York | NY | 10018 | 131893906 | 501(C)(3) | 6500 | 0 | CASH VALUE | General support |
| Barry University | |||||||||
| 11300 NE 2ND Ave | Miami Shores | FL | 331616695 | 590624364 | 501(C)(3) | 30000 | 0 | CASH VALUE | GENERAL SUPPORT |
| Binational Independent Film Festival | |||||||||
| 329 Purple Hills | El Paso | TX | 79912 | 200456334 | 501(C)(3) | 15000 | 0 | CASH VALUE | general support |
| Black Pine Circle Inc | |||||||||
| 2027 7th St | Berkeley | CA | 947102024 | 941700228 | 501(C)(3) | 10000 | 0 | CASH VALUE | GENERAL SUPPORT |
| Blue Card Inc | |||||||||
| 171 Madison Ave 1405 | New York | NY | 10016 | 131623910 | 501(C)(3) | 10000 | 0 | CASH VALUE | general support |
| Bowdoin College | |||||||||
| 4100 College Station | Brunswick | ME | 04011 | 010215213 | 501(C)(3) | 20000 | 0 | CASH VALUE | GENERAL SUPPORT |
| California Academy of Sciences | |||||||||
| 55 Music Concourse Dr | San Francisco | CA | 941184503 | 941156258 | 501(C)(3) | 10000 | 0 | CASH VALUE | general support |
| Chabad House of San Francisco | |||||||||
| 834 28th Ave | San Francisco | CA | 94121 | 943003612 | 501(C)(3) | 75000 | 0 | CASH VALUE | General support |
| Contra Costa College | |||||||||
| 2600 Mission Bell Drive | San Pablo | CA | 94806 | 946135368 | 501(C)(3) | 30000 | 0 | CASH VALUE | GENERAL SUPPORT |
| Elephant Theater Company | |||||||||
| 6322 Santa Monica Blvd LOS ANGELES | Los Angeles | CA | 90038 | 470939545 | 501(C)(3) | 10000 | 0 | CASH VALUE | GENERAL SUPPORT |
| Foundation of City College of San Francisco | |||||||||
| 50 Phelan Ave S193 | San Francisco | CA | 94112 | 941682567 | 501(C)(3) | 85000 | 0 | CASH VALUE | GENERAL SUPPORT |
| Fractured Atlas Productions | |||||||||
| 248 W 35th St 1202 NEW YORK NY | New York | NY | 100012505 | 113451703 | 501(C)(3) | 20000 | 0 | CASH VALUE | GENERAL SUPPORT |
| Gilead House | |||||||||
| PO Box 2031 | Novato | CA | 94948 | 911887050 | 501(C)(3) | 25000 | 0 | CASH VALUE | general support |
| Golden Gate Opera Company | |||||||||
| 3030 Bridgeway 125 | Sausalito | CA | 94965 | 943221096 | 501(C)(3) | 65000 | 0 | CASH VALUE | GENERAL SUPPORT |
| Institute on Aging | |||||||||
| 3330 Geary Blvd | San Francisco | CA | 94118 | 942978977 | 501(C)(3) | 10000 | 0 | CASH VALUE | General support |
| International Sephardic Education Foundation | |||||||||
| 135 W 29th St 303 | New York | NY | 100015124 | 132909403 | 501(C)(3) | 25000 | 0 | CASH VALUE | GENERAL SUPPORT |
| Island Harvest | |||||||||
| 199 Second Street | Mineola | NY | 11501 | 113136350 | 501(C)(3) | 10000 | 0 | CASH VALUE | general support |
| Jewish Community Federation | |||||||||
| 121 Steuart Street | San Francisco | CA | 94105 | 941156533 | 501(C)(3) | 50000 | 0 | CASH VALUE | GENERAL SUPPORT |
| Jewish Family & Children's Services of the East Ba | |||||||||
| 2484 Shattuck Ave 210 | Berkeley | CA | 94704 | 941156528 | 501(C)(3) | 11000 | 0 | CASH VALUE | GENERAL SUPPORT |
| Jews Indigenous to the Middle East and North Afric | |||||||||
| 459 Fulton St 207 | San Francisco | CA | 94102 | 262893844 | 501(C)(3) | 50000 | 0 | CASH VALUE | general support |
| John Burton Foundation | |||||||||
| 235 Montgomery St 1142 | San Francisco | CA | 94104 | 943255070 | 501(C)(3) | 20000 | 0 | CASH VALUE | general support |
| Kings Bay YM-YWHA Inc | |||||||||
| 3495 Nostrand Ave | Brooklyn | NY | 11229 | 113068515 | 501(C)(3) | 10000 | 0 | CASH VALUE | General support |
| Las Trampas Inc | |||||||||
| 3460 Lana Lane | Lafayette | CA | 94549 | 941437727 | 501(C)(3) | 25000 | 0 | CASH VALUE | GENERAL SUPPORT |
| Loomis Institute | |||||||||
| 4 Batchelder Rd | Windsor | CT | 06095 | 060653119 | 501(C)(3) | 20000 | 0 | CASH VALUE | GENERAL SUPPORT |
| National Arbor Day Foundation | |||||||||
| 100 Arbor Ave | Nebraska City | NE | 68410 | 237169265 | 501(C)(3) | 10000 | 0 | CASH VALUE | general support |
| New Israel Fund | |||||||||
| 703 Market St | San Francisco | CA | 94103 | 942607722 | 501(C)(3) | 10000 | 0 | CASH VALUE | general support |
| New York University | |||||||||
| 24 West 12st Street | New York | NY | 10011 | 135562308 | 501(C)(3) | 95000 | 0 | CASH VALUE | GENERAL SUPPORT |
| Northern California Public Broadcasting Inc | |||||||||
| 2601 Mariposa St | San Francisco | CA | 941101426 | 942922685 | 501(C)(3) | 10000 | 0 | CASH VALUE | general support |
| Pacific Legal Foundation | |||||||||
| 3900 Lennane Dr 200 | Sacramento | CA | 95834 | 942197343 | 501(C)(3) | 10000 | 0 | CASH VALUE | general support |
| Portland Impact (dba Impact Northwest) | |||||||||
| 4610 SE Belmont St | Portland | OR | 97215 | 930557964 | 501(C)(3) | 10000 | 0 | CASH VALUE | GENERAL SUPPORT |
| Project Open Hand | |||||||||
| 730 Polk Street | San Francisco | CA | 94109 | 943023551 | 501(C)(3) | 10000 | 0 | CASH VALUE | GENERAL SUPPORT |
| San Francisco Film Society | |||||||||
| 39 Mesa St 110 | San Francisco | CA | 94129 | 942663216 | 501(C)(3) | 460000 | 0 | CASH VALUE | general support |
| San Francisco Jazz Organization | |||||||||
| THREE Embarcadero Ctr Lobby Level | San Francisco | CA | 94111 | 942990335 | 501(C)(3) | 12500 | 0 | CASH VALUE | general support |
| San Francisco Jewish Film Festival | |||||||||
| 145 9TH St 200 | San Francisco | CA | 941032637 | 942854068 | 501(C)(3) | 25000 | 0 | CASH VALUE | general support |
| San Francisco State University | |||||||||
| PO Box 193730 | San Francisco | CA | 941193730 | 941279802 | 501(C)(3) | 10000 | 0 | CASH VALUE | GENERAL SUPPORT |
| San Jose State University | |||||||||
| ONE WASHINGTON SQUARE | San Jose | CA | 951920036 | 946017638 | 501(C)(3) | 10000 | 0 | CASH VALUE | GENERAL SUPPORT |
| San Jose State University Research Foundation | |||||||||
| 210 NORTH Fourth St | San Jose | CA | 951125569 | 946017638 | 501(C)(3) | 70000 | 0 | CASH VALUE | GENERAL SUPPORT |
| Santa Monica Museum of Art | |||||||||
| 2525 Michigan Ave | Santa Monica | CA | 90404 | 953992968 | 501(C)(3) | 30000 | 0 | CASH VALUE | GENERAL SUPPORT |
| Sausalito Film Festival | |||||||||
| 1505 Bridgeway 204 | Sausalito | CA | 94965 | 800344647 | 501(C)(3) | 15000 | 0 | CASH VALUE | general support |
| Sir John Soanes Museum Foundation | |||||||||
| 1040 First Ave 311 | New York | NY | 10022 | 133624437 | 501(C)(3) | 20000 | 0 | CASH VALUE | gENERAL SUPPORT |
| Tectonic Theater Project Inc | |||||||||
| 204 West 84th St | New York | NY | 10024 | 133686664 | 501(C)(3) | 10000 | 0 | CASH VALUE | GENERAL SUPPORT |
| The Milton & Rose D Friedman Foundation | |||||||||
| One American Square 2420 | Indianapolis | IN | 46282 | 351978359 | 501(C)(3) | 25000 | 0 | CASH VALUE | general support |
| The Other Side of the Hill Productions Inc | |||||||||
| 5108 Lankershim Blvd | North Hollywood | CA | 916013717 | 954350190 | 501(C)(3) | 10000 | 0 | CASH VALUE | GENERAL SUPPORT |
| The Playhouse | |||||||||
| 588 Sutter St 318 | San Francisco | CA | 94102 | 861089699 | 501(C)(3) | 20000 | 0 | CASH VALUE | General support |
| Tibet Vision Project | |||||||||
| 10 Arbor Street | San Francisco | CA | 94131 | 261896856 | 501(C)(3) | 50000 | 0 | CASH VALUE | General support |
| UCLA Foundation | |||||||||
| 10920 Wilshire BLvd | Los Angeles | CA | 900951622 | 952250801 | 501(C)(3) | 40000 | 0 | CASH VALUE | GENERAL SUPPORT |
| University of North Carolina at Pembroke | |||||||||
| PO Box 1510 | Pembroke | NC | 283721510 | 581592230 | 501(C)(3) | 15000 | 0 | CASH VALUE | GENERAL SUPPORT |
| University of San Francisco | |||||||||
| 2130 Fulton St | San Francisco | CA | 941171080 | 941156628 | 501(C)(3) | 10000 | 0 | CASH VALUE | GENERAL SUPPORT |
| University of Tulsa | |||||||||
| 800 South Tucker DrIVE | Tulsa | OK | 74104 | 730579298 | 501(C)(3) | 30000 | 0 | CASH VALUE | GENERAL SUPPORT |
| Village Christian School | |||||||||
| 8930 Village Ave | Sun Valley | CA | 91352 | 951971148 | 501(C)(3) | 10050 | 0 | CASH VALUE | GENERAL SUPPORT |
| Whittier College | |||||||||
| 13406 E Philadelphia ST | Whittier | CA | 906084431 | 951644048 | 501(C)(3) | 10000 | 0 | CASH VALUE | GENERAL SUPPORT |
| Young Women's Leadership Foundation | |||||||||
| 150 East 52nd St | New York | NY | 10022 | 061517218 | 501(C)(3) | 10000 | 0 | CASH VALUE | general support |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Nbr Of501 C3 And Govt Grants | 102 | TotalNbrOf501C3AndGovtGrants |
Form990 Schedule I Part IV Form990ScheduleIPartIV
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | Schedule I, Part I, Line 2 | Identifier |
| Explanation | 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. | Explanation |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Independent Consultant | X | IndependentConsultant |
| Form990 Of Other Organizations | X | Form990OfOtherOrganizations |
| Written Employment Contract | X | WrittenEmploymentContract |
| Compensation Survey | X | CompensationSurvey |
| Board Or Committee Approval | X | BoardOrCommitteeApproval |
| Severance Payment | false | SeverancePayment |
| Supplemental Nonqual Retire Plan | false | SupplementalNonqualRetirePlan |
| Equity Based Comp Arrangement | false | EquityBasedCompArrangement |
| Comp Based On Revenue Of Filing Org | false | CompBasedOnRevenueOfFilingOrg |
| Comp Based On Revenue Related Orgs | false | CompBasedOnRevenueRelatedOrgs |
| Comp Based Net Earnings Filing Org | false | CompBasedNetEarningsFilingOrg |
| Comp Based Net Earnings Relate Orgs | false | CompBasedNetEarningsRelateOrgs |
| Any Non Fixed Payments | false | AnyNonFixedPayments |
| Initial Contract Exception | false | InitialContractException |
Form990 Schedule J Part II Form990ScheduleJPartII (2 entries)
| Base Compensation Filing OrgBaseCompensationFilingOrg | Comp Based On Related OrgsCompBasedOnRelatedOrgs | Bonus Filing OrgBonusFilingOrg | Bonus Related OrgsBonusRelatedOrgs | Other Compensation Filing OrgOtherCompensationFilingOrg | Other Compensation Related OrgsOtherCompensationRelatedOrgs | Deferred Comp Filing OrgDeferredCompFilingOrg | Deferred Comp Related OrgsDeferredCompRelatedOrgs | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrg | Nontaxable Benefits Related OrgsNontaxableBenefitsRelatedOrgs | Total Compensation Filing OrgTotalCompensationFilingOrg | Total Compensation Related OrgsTotalCompensationRelatedOrgs | Comp Report Prior990 Filing OrgCompReportPrior990FilingOrg | Comp Report Prior990 Related OrgsCompReportPrior990RelatedOrgs |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Lisa D Gurwitch | |||||||||||||
| 0 | 224832 | 0 | 0 | 0 | 253584 | 0 | 11280 | 0 | 13925 | 0 | 503621 | 0 | 0 |
| Mark Reisbaum | |||||||||||||
| 0 | 187333 | 0 | 0 | 0 | 0 | 0 | 4917 | 0 | 15741 | 0 | 207991 | 0 | 0 |
Form990 Schedule J Part III Form990ScheduleJPartIII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | SCHEDULE J, PART I, LINE 4A | Identifier |
| Explanation | LISA GURWITCH SEPERATED FROM SERVICE IN THE FISCAL YEAR OF 2009. AS SUCH LISA GURWITCH RECEIVED GROSS SEVERANCE OF $253,584. | Explanation |
Schedule O IRS990ScheduleO
General Explanation GeneralExplanation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | Supplemental Info to 990 | Identifier |
| Explanation | 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 the organization's finance and accounting staff. The final draft of the 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. Following legal counsel's review, the supported organization presents the disclosures to its board's endowment committee which reviews the disclosures. The supported organization's CFO also receives a copy of the summary and reviews all forms and is responsible for ENsuring 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 the board. However, certain officers 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 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. Form 990 Part IV, Line 12 & Part XI, 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. SCHEDULE R, PART II, COLUMN (B): BUILD, MAINTAIN, AND STRENGTHEN JEWISH IDENTITY, COMMUNITY AND LIFE. 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 3) PART VI, QUESTION 10B, 16B 4) PART XI, QUESTION 3B 5) SCHEDULE J, QUESTION 1B, 2, 9 | Explanation |
Schedule R IRS990ScheduleR
Form990 Schedule R Part II Form990ScheduleRPartII
Name Of Disregarded Entity NameOfDisregardedEntity
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Jewish Community Federation of SF | BusinessNameLine1 |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 121 Steuart Street | AddressLine1 |
| City | San Francisco | City |
| State | CA | State |
| ZIP Code | 94105 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 941156533 | EIN |
| Primary Activities | see statement | PrimaryActivities |
| Legal Domicile State | CA | LegalDomicileState |
| Exempt Code Section | 501(C)(3) | ExemptCodeSection |
| Public Charity Status | 7 | PublicCharityStatus |
Direct Controlling Entity Name DirectControllingEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | NA | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Ann Rents Royalties | false | ReceiptOfIntAnnRentsRoyalties |
| Gift Grant Or Cap Contr To Other Org | true | GiftGrantOrCapContrToOtherOrg |
| Gift Grant Or Cap Contr Fr Other Org | false | GiftGrantOrCapContrFrOtherOrg |
| Loans Or Guarantees To Other Org | false | LoansOrGuaranteesToOtherOrg |
| Loans Or Guarantees From Other Org | false | LoansOrGuaranteesFromOtherOrg |
| Sale Of Assets To Other Org | false | SaleOfAssetsToOtherOrg |
| Purchase Of Assets From Other Org | false | PurchaseOfAssetsFromOtherOrg |
| Exchange Of Assets | false | ExchangeOfAssets |
| Rental Of Facilities To Other Orgs | false | RentalOfFacilitiesToOtherOrgs |
| Rental Of Facilities Fr Other Orgs | false | RentalOfFacilitiesFrOtherOrgs |
| Perform Of Services For Other Orgs | false | PerformOfServicesForOtherOrgs |
| Perform Of Services By Other Orgs | true | PerformOfServicesByOtherOrgs |
| Sharing Of Facilities | true | SharingOfFacilities |
| Sharing Of Paid Employees | true | SharingOfPaidEmployees |
| Reimbursement Paid To Other Org | true | ReimbursementPaidToOtherOrg |
| Reimbursement Paid By Other Org | false | ReimbursementPaidByOtherOrg |
| Other Transfer To Other Org | false | OtherTransferToOtherOrg |
| Other Transfer From Other Org | false | OtherTransferFromOtherOrg |
Transactions Related Orgs Table TransactionsRelatedOrgsTable (5 entries)
| Transaction TypeTransactionType | Amount InvolvedAmountInvolved |
|---|---|
| Jewish Community Federation of SF | |
| B | 50000 |
| Jewish Community Federation of SF | |
| L | 5900 |
| Jewish Community Federation of SF | |
| M | 0 |
| Jewish Community Federation of SF | |
| N | 0 |
| Jewish Community Federation of SF | |
| O | 2000 |