2026-05-14T21:08:13-05:00 2025-06-30 390859910 BAKER TILLY ADVISORY GROUP LP 333 BUSH STREET STE 1000 SAN FRANCISCO CA 94104 990PF 2024-07-01 473798908 FELDMAN FOUNDATION CA FELD 4157770411 121 STEUART STREET SAN FRANCISCO CA 94105 BRIAN MENDEL ASSISTANT TREASURER 4157770411 2026-05-14 1 1 QI WEN LIANG P01270238 4159561500 2026-05-14 2024 2025-03-06 01:10:19Z X X 50330749 X 226627 871867 1021640 986019 3733435 404562 500 0 16477 2084513 1442679 500 0 0 0 0 54998 0 0 54998 10594 0 0 10594 228 0 0 228 19241 11581 0 4810 253983 280606 0 76900 31502 861 0 0 361 0 0 361 48 0 0 48 200 0 0 200 371155 293048 0 148139 2315102 1822800 2686257 293048 0 1970939 -601744 1149631 500 176449 7665 7665 913226 1731069 1731069 18453866 19419065 27789244 12249238 10722350 20802771 31792779 31880149 50330749 27260 49400 75000 509802 0 232172 102260 791374 X 31690519 31088775 31690519 31088775 31792779 31880149 31690519 -601744 0 31088775 0 31088775 PUBLICLY TRADED SECURITIES P 501602 273936 227666 227666 PRIVATE EQUITY SECURITIES P 3231833 3054937 176896 176896 404562 404562 15980 0 15980 0 15980 0 0 0 0 0 X 847 16827 0 0 0 0 0 0 0 0 1 1 0 1 1 CA TX 1 0 0 0 0 1 N/A JEWISH COMMUNITY FEDERATION OF SAN 4157770411 121 STEUART STREET SAN FRANCISCO CA 94105 0 0 0 0 0 0 0 0 1 2022 2023 1 0 0 0 0 0 0 0 0 0 0 0 0 DANIEL FELDMAN 121 STEUART STREET SAN FRANCISCO CA 94105 DIRECTOR/PRESIDENT 40.00 0 0 0 SANDRA FELDMAN 121 STEUART STREET SAN FRANCISCO CA 94105 DIRECTOR/SECRETARY/VICE PRESIDENT 20.00 0 0 0 JOY SISISKY 121 STEUART STREET SAN FRANCISCO CA 94105 DIRECTOR/TREASURER 1.00 0 0 0 AMY RABBINO 121 STEUART STREET SAN FRANCISCO CA 94105 DIRECTOR 1.00 0 0 0 PHYLLIS COOK 121 STEUART STREET SAN FRANCISCO CA 94105 DIRECTOR 1.00 0 0 0 JONATHON FELDMAN 121 STEUART STREET SAN FRANCISCO CA 94105 VICE PRESIDENT 1.00 0 0 0 DAVID FELDMAN 121 STEUART STREET SAN FRANCISCO CA 94105 VICE PRESIDENT 1.00 0 0 0 REBECCA RANDALL 121 STEUART STREET SAN FRANCISCO CA 94105 ASSISTANT SECRETARY/ASSISTANT TREASURE 1.00 0 0 0 BRIAN MENDEL 121 STEUART STREET SAN FRANCISCO CA 94105 ASSISTANT TREASURER 1.00 0 0 0 NONE 0 WEATHERBY ASSET MANAGEMENT 580 CALIFORNIA AVE 8TH FLOOR SAN FRANCISCO CA 94104 INVESTMENT MANAGEMENT 127683 JEWISH COMMUNITY FEDERATION OF SAN FRANCISCO 121 STEUART STREET SAN FRANCISCO CA 94105 ADMINISTRATIVE FEES 98800 0 0 25964538 2301061 20802771 49068370 0 0 49068370 736026 48332344 2416617 2416617 15980 7400 23380 2393237 500 2393737 0 2393737 1970939 0 1970939 2393737 2213679 2022 91420 0 1970939 1970939 0 0 0 0 0 0 0 91420 0 91420 242740 2393737 0 0 0 DANIEL FELDMAN SANDRA FELDMAN X AMERICAN FRIENDS OF TEL AVIV UNIVERSITY 8 WEST 40TH STREET 8TH FLOOR NEW YORK NY 10018 PC THE TAU WORKSHOP ON ISRAEL AND THE MIDDLE EAST STUDIES PROFESSORS 30000 AMERICAN JEWISH COMMITTEE NY 165 EAST 56TH STREET NEW YORK NY 10022 PC GENERAL OPERATING SUPPORT 35000 AMERICAN JEWISH JOINT DISTRIBUTION COMMITTEE INC (JDC) 220 E 42ND STREET SUITE 400 NEW YORK NY 10017 PC GENERAL OPERATING SUPPORT 200000 BAY AREA CANCER CONNECTIONS 1511 S CLAREMONT STREET SAN MATEO CA 94402 PC GENERAL SUPPORT 500 CENTER FOR COMBATTING DIGITAL HATE 1250 CONNECTICUTT AVE NW STE 700 WASHINGTON DC 20036 PC COMBATTING ONLINE ANTISEMITISM 30000 CENTRAL SYNAGOGUE 123 EAST 55TH STREET NEW YORK NY 10022 PC GENERAL OPERATING SUPPORT 1000 CHABAD LUBAVITCH ON CAMPUS - PRINCETON 15 EDWARDS PLACE PRINCETON NJ 08540 PC ISRAEL SUPPORT AND RELIEF EFFORTS 15000 CHABAD ON CAMPUS AT CLAREMONT 150 WEST 30TH STREET SUITE 900 NEW YORK NY 10001 PC GENERAL SUPPORT 10800 CONGREGATION BETH AM 26790 ARASTRADERO RD LOS ALTOS CA 94022 PC GENERAL SUPPORT 1500 FACING HISTORY AND OURSELVES INC 89 SOUTH STREET SUITE 401 BOSTON MA 02111 PC GENERAL SUPPORT 5000 FOCUS FOR DEMOCRACY FUND 1200 G ST NW STE 800 WASHINGTON DC 20005 PC TO SUPPORT THE PROJECT DJS AT THE POLLS 30000 FRIENDS OF ELNET 641 LEXINGTON AVE 20TH FLOOR NEW YORK NY 10022 PC GENERAL SUPPORT 75000 FUENTE LATINA 7300 BISCAYNE BLVD SUITE 200 MIAMI FL 33138 PC GENERAL SUPPORT 60000 HILLEL AT STANFORD PO BOX 20526 STANFORD CA 94309 PC GENERAL SUPPORT 10000 ISRAAID (US) GLOBAL HUMANITARIAN ASSISTANCE INC PO BOX 61227 PALO ALTO CA 94306 PC GENERAL SUPPORT 50000 ISRAEL ON CAMPUS COALITION PO BOX 34640 WASHINGTON DC 20043 PC GENERAL SUPPORT ISRAELL EMERGENCY RESPONSE 50000 ITREK 223 W 38TH ST 1413 NEW YORK NY 10018 PC GENERAL SUPPORT 40000 JEWISH COMMUNITY FEDERATION 121 STEUART STREET SAN FRANCISCO CA 94105 PC THE COMMUNITY SECURITY PROGRAM 60000 JEWISH COMMUNITY FEDERATION 121 STEUART STREET SAN FRANCISCO CA 94105 PC GENERAL SUPPORT 100000 JEWISH COMMUNITY RELATIONS COUNCIL 121 STEUART STREET SUITE 301 SAN FRANCISCO CA 94105 PC GENERAL SUPPORT AND GOVERNMENT AFFAIRS WORK 150000 JEWISH COMMUNITY RELATIONS COUNCIL 121 STEUART STREET SUITE 301 SAN FRANCISCO CA 94105 PC THE INSTITUTE FOR CURRICULUM SERVICES GENERAL SUPPORT 50000 JEWISH FAMILY AND CHILDREN'S SERVICES PO BOX 159004 SAN FRANCISCO CA 94115 PC GENERAL SUPPORT 500 JEWISH FEDERATION OF GREATER LOS ANGELES PO BOX 54269 LOS ANGELES CA 90054 PC THE WILDFIRE CRISIS RELIEF FUND 25000 JEWISH FUNDERS NETWORK 150 WEST 30TH STREET SUITE 900 NEW YORK NY 10001 PC GENERAL SUPPORT 1000 JEWISH FUNDERS NETWORK 150 WEST 30TH STREET SUITE 900 NEW YORK NY 10001 PC THE FELDMAN FOUNDATION CA MEMBERSHIP 2500 JEWISH INSTITUTE FOR NATIONAL SECURITY AFFAIRS 1101 14TH STREET NW SUITE 1030 WASHINGTON DC 20005 PC GENERAL SUPPORT 30000 OSHMAN FAMILY JEWISH COMMUNITY CENTER 3921 FABIAN WAY PALO ALTO CA 94303 PC TO SPONSOR THE Z3 CONFERENCE 2000 PEF ISRAEL ENDOWMENT FUNDS INC 630 THIRD AVENUE 15TH FLOOR NEW YORK NY 10017 PC FOR BEIT BERL COLLEGE IN ISRAEL TO SUPPORT ITS INNOVATION CENTER 65000 PEF ISRAEL ENDOWMENT FUNDS INC 630 THIRD AVENUE 15TH FLOOR NEW YORK NY 10017 PC FOR THE CENTER FOR MEDIA AND DEMOCRACY IN ISRAEL (SHOMRIM) 75000 PEF ISRAEL ENDOWMENT FUNDS INC 630 THIRD AVENUE 15TH FLOOR NEW YORK NY 10017 PC FOR IMPACT SE TO SUPPORT THEIR GENERAL OPERATIONS 50000 PALO ALTO COMMUNITY FUND PO BOX 50634 PALO ALTO CA 94303 PC GENERAL SUPPORT 500 PALO ALTO POLICE FOUNDATION 425 GRANT AVENUE SUITE 27 PALO ALTO CA 94302 PC GENERAL SUPPORT 500 PLANNED PARENTHOOD NORTHERN CALIFORNIA 2185 PACHECO STREET CONCORD CA 94520 PC THE ACTS OF COURAGE EVENT 5000 POLICY IMPACT 127 UNIVERSITY AVE BERKELEY CA 94710 PC THE DEMOCRACY FUNDERS NETWORK MEMBERSHIP 500 PROTECT DEMOCRACY 2020 PENNSYLVANIA AVENUE NW 163 WASHINGTON DC 20006 PC GENERAL SUPPORT 50000 REPRODUCTIVE FREEDOM FOR ALL FOUNDATION 1725 EYE STREET NW SUITE 900 WASHINGTON DC 20006 PC GENERAL SUPPORT 500 SAN FRANCISCO STATE UNIVERSITY HILLEL 150 WEST 30TH STREET SUITE 900 NEW YORK NY 10001 PC GENERAL SUPPORT 5000 SAN JOSE STATE UNIVERSITY TOWER FOUNDATION 150 WEST 30TH STREET SUITE 900 NEW YORK NY 10001 PC JEWISH STUDIES PROGRAM AT SJSU 20000 SHALOM HARTMAN INSTITUTE OF NORTH AMERICA 475 RIVERSIDE DRIVE SUITE 1450 NEW YORK NY 10115 PC GIVING SOCIETY 50000 SOCIAL GOOD FUND PO BOX 5473 RICHMOND CA 94805 PC FOR DAYENU: A JEWISH CALL TO CLIMATE ACTION 25000 STANFORD UNIVERSITY PO BOX 20466 STANFORD CA 94309 PC TO ESTABLISH THE RASOPATHIES RESEARCH FUND UNDER THE DIRECTION OF DR. TAMAR GREEN IN THE DEPARTMENT OF PSYCHIATRY AND BEHAVIORAL SCIENCES 43000 STANFORD UNIVERSITY PO BOX 20466 STANFORD CA 94309 PC THE FREEMAN SPOGLI INSTITUTE FOR INTERNATIONAL STUDIES VISITING ISRAEL SCHOLARS FUND 100000 STANFORD UNIVERSITY PO BOX 20466 STANFORD CA 94309 PC THIS GRANT IS FOR DR. MANISH SAGGAR NEW PROJECT TOWARDS MEDIATION. 25000 THE NATIONAL INSTITUTE OF MILITARY JUSTICE 4000 TUNLAW RD NW APT 816 WASHINGTON DC 20007 PC THE ORDERS PROJECT 25000 TRUSTEES OF AMHERST COLLEGE PO BOX 5000 AMHERST MA 01002 PC THE AMHERST ALUMNI FUND 3000 UC SAN FRANCISCO FOUNDATION PO BOX 45339 SAN FRANCISCO CA 94145 PC DR. CHANG'S NEUROSURGERY WORK 35000 UNIVERSITY OF CALIFORNIA BERKELEY FOUNDATION 1995 UNIVERSITY AVENUE SUITE 400 BERKELEY CA 94704 PC HELEN DILLER INSTITUTE FOR JEWISH LAW AND ISRAEL STUDIES AT BERKELEY LAW SCHOOL 50000 UNIVERSITY OF CALIFORNIA BERKELEY FOUNDATION 1995 UNIVERSITY AVENUE SUITE 400 BERKELEY CA 94704 PC CENTER FOR JEWISH STUDIES, ANTISEMITISM EDUCATION INITIATIVE 30000 WASHINGTON INSTITUTE FOR NEAR EAST POLICY 1111 19TH STREET NW SUITE 500 WASHINGTON DC 20036 PC GENERAL SUPPORT 50000 ZIONESS MOVEMENT 244 FIFTH AVENUE SUITE A205 NEW YORK NY 10001 PC GENERAL SUPPORT 50000 1822800 CLAREMONT HILLEL 915 W FOOTHILL BLVD SUITE C-120 CLAREMONT CA 91711 PC GENERAL SUPPORT 58000 58000 523000 77 14 871790 523000 140772 14 845247 OTHER K-1 INCOME 523000 -86809 14 86809 54040 1803846 0 1857886 0 0 0 0 0 0 0 0 0 0 X X 1 SARA FELDMAN CHARITABLE LEAD TRUST 2625 MIDDLEFIELD ROAD 995 PALO ALTO CA 94306 199236 X 2 JACOB FELDMAN CHARITABLE LEAD TRUST 2625 MIDDLEFIELD ROAD 995 PALO ALTO CA 94306 27391 X TAX PREPARATION 19241 11581 0 4810 IRC SECTION 507(B)(1)(B) STATUS TERMINATION FORM 990PF, PAGE 1, BOX F FELDMAN FOUNDATION CA (THE "FOUNDATION") IS IN A 60-MONTH TERMINATION UNDER SECTION 507(B)(1)(B) STARTING WITH THE TAX YEAR JULY 1, 2022 - JUNE 30, 2023 (TAX YEAR 2022). PLEASE SEE ATTACHED FOR A COPY OF THE IRS LETTER DATED DECEMBER 22, 2022 FOR NOTIFICATION OF THE ADVANCE RULING. NET INVESTMENT INCOME EXCISE TAX FORM 990PF, PART VI THE FOUNDATION IS NOT SUBJECT TO THE NET INVESTMENT INCOME EXCISE TAX FOR THE TAX YEAR JULY 1, 2024 - JUNE 30, 2025 (TAX YEAR 2024) BECAUSE IT IS UNDER AN ADVANCED RULING AND IN A 60-MONTH TERMINATION UNDER SECTION 507(B)(1)(B). THE FOUNDATION HAS ALSO FILED FORM 872-B, CONSENT TO EXTEND THE TIME TO ASSESS MISCELLANEOUS EXCISE TAXES. THEREFORE, THERE IS $0 TAX AND PENALTY DUE WITH THE 2024 FORM 990-PF FILING. UNDISTRIBUTED INCOME FORM 990PF, PART XII BECAUSE THE FOUNDATION IS UNDER THE ADVANCE RULING, THE $91,420 TAXABLE AMOUNT FROM LINE 6B, $218,401 FROM LINE 6E, AND THE $2,391,562 FROM LINE 6F ARE NOT REQUIRED TO BE TREATED AS UNDISTRIBUTED INCOME AS LONG AS THE FOUNDATION MEETS THE REQUIREMENTS AS A PUBLIC CHARITY DESCRIBED IN SECTION 509(A)(3) TYPE I DURING THE 60-MONTH TERMINATION. DOUBLELINE TOTAL RETURN BOND 3400060 2963070 VOYA STRATEGIC INCOME OPPORTUNITIES 550000 568971 METROPOLITAN WEST RETURN BOND 3650030 3025500 BG EMERGING MARKETS FUND CLAS 964239 976231 VANGUARD FTSE DEVELOPED MARKET 3731591 5208548 VANGUARD FTSE EMERGING MARKET 807630 1024119 VANGUARD TOTAL STOCK MARKET ET 4440061 12029549 VANGUARD TOTAL BOND MARKET 1050030 1080092 SEGALL BRYANT & HAMILL 825424 913164 ELLIOT INTERNATIONAL LIMITED AT COST 800077 7875845 PALOMA INTERNATIONAL LIMITED AT COST 1272953 1846345 SENTINEL JUNIOR CAPITAL I, LP AT COST 94892 330356 DELOS INVESTMENT FUND AT COST 5836 45289 DELOS INVESTMENT FUND II AT COST 705073 338170 HONEYSTONE VENTURES AT COST 185099 212853 LONG REACH CAPITAL PARTNERS AT COST 399343 135697 SENTINEL CAPITAL PARTNERS IV, LP AT COST 105633 0 SENTINEL CAPITAL PARTNERS V, LP AT COST 0 77525 SENTINEL CONTINUATION FUND I, LP AT COST 68220 67282 BRIDGE PARTNERS III AT COST 730957 913000 HG CAPITAL IX AT COST 0 99500 JARGONNANT PARTNERS AT COST 0 585682 ACCOLADE PARTNERS BLOCKCHAIN I 7829 AT COST 374153 568405 AKKADIAN VENTURES V LP AT COST 605737 782633 GT PRIVATE EQUITY AT COST 709057 861598 REALIZATION CAPITAL PARTNERS I LP AT COST 426288 891448 REVELATION HEALTHCARE FUND III AT COST 459230 623019 REVELATION HEALTHCARE FUND IV AT COST 253000 289227 CORDILLERA-ECP CO-INVESTMENT LP AT COST 403071 489487 ITE RAIL 2020 (QD) FUND LP AT COST 790389 1146967 DAVIS INVESTMENT VENTURES IV-B LP AT COST 520995 503586 CORDILLERA III AT COST 365022 428725 FLOWLY (TAMADE) AT COST 50000 50000 BRYTE, INC. SER A-3 AT COST 100000 99999 BRYTE, INC. SER A-4 AT COST 76003 76003 MAVEN VENTURES IV AT COST 197500 265992 SENTINEL JUNIOR CAPITAL II, LP AT COST 61587 70819 OSTRA CAPITAL PARTNERS AT COST 500000 652821 DAVIS INVESTMENT VENTURES V-B LP AT COST 233088 260253 SENTINEL CAPITAL INVESTORS VII, LP AT COST 229147 214245 LEGAL FEES 228 0 0 228 FILING FEES 200 0 0 200 K-1 OTHER INCOME 16477 0 DUE TO AFFILIATE 0 232172 PHILANTHROPIC CONSULTING 27500 0 0 27500 INVESTMENT MANAGEMENT FEES 127683 127683 0 0 FOUNDATION MANAGEMENT FEES 98800 0 0 49400 K-1 DEDUCTIONS 0 152923 0 0 FOREIGN TAXES 0 861 0 0 UNRELATED BUSINESS INCOME TAXES 31502 0 0 0