2024-04-11T14:37:43-05:00 2023-06-30 990 2022-07-01 946103646 MAGNES MUSEUM FOUNDATION MAGN 4155126276 121 STEUART STREET SAN FRANCISCO CA 94105 BRIAN MENDEL CONTROLLER - JCF 4155126276 2024-04-11 BRIAN MENDEL 999009999 1 2 AAL1 IAL1 2022 2023-04-26 12:10:37Z BARRY COHN 121 STEUART STREET SAN FRANCISCO CA 94105 396223 0 X WWW.JEWISHFED.ORG X 1962 CA SUPPORTS CHARITABLE, EDUCATIONAL, & RELIGIOUS PURPOSES OF JEWISH COMM FEDERATION OF SF. X 7 5 0 0 0 0 92271 35286 0 0 262286 89875 0 0 354557 125161 283391 639911 0 0 0 0 0 0 0 276429 36806 559820 676717 -205263 -551556 7451997 4033848 293609 357270 7158388 3676578 SUPPORTS CHARITABLE, EDUCATIONAL, & RELIGIOUS PURPOSES OF JEWISH COMM FEDERATION OF SF. 0 0 639911 639911 THE FOUNDATION MADE GRANTS IN SUPPORT OF THE CHARITABLE, EDUCATIONAL, SCIENTIFIC OR RELIGIOUS PURPOSES OF THE JEWISH COMMUNITY FEDERATION OF SAN FRANCISCO, THE PENINSULA, MARIN AND SONOMA COUNTIES. 639911 1 1 0 0 0 0 0 0 0 1 1 1 0 0 1 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 1 0 1 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 X 7 5 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 0 0 0 CA X X JEWISH COMMUNITY FEDERATION SAN FRANCISCO 4155126276 121 STEUART STREET SAN FRANCISCO CA 94105 SANDY COLEN DIRECTOR 1.00 X 0 0 0 SHANA PENN DIRECTOR 1.00 X 0 0 0 JOHN RILEY DIRECTOR, TREASURER 1.00 X X 0 0 0 BARRY COHN DIRECTOR, PRESIDENT 1.00 X X 0 0 0 BARBARA ROTHBLATT DIRECTOR 1.00 X 0 0 0 LISA TABAK DIRECTOR, SECRETARY 1.00 37.50 X X 0 220159 21207 STEVE BROWN DIRECTOR 1.00 37.50 X 0 188333 17229 0 408492 38436 0 0 1 0 0 34712 574 35286 67230 67230 293707 271062 22645 22645 22645 125161 0 0 89875 639911 639911 125 125 4648 4648 ADMINISTRATIVE FEE 31214 31214 BANK FEES 723 723 CATERING FEES 96 96 676717 639911 36806 0 333812 51027 32122 31987 750000 0 3807921 750000 3278142 3200834 7451997 4033848 283391 350852 10218 6418 293609 357270 X 6009182 2523550 1149206 1153028 7158388 3676578 7451997 4033848 -551556 127667 -3057921 0 X 0 1 X 1 0 X X 1 JEWISH COMMUNITY FEDERATION OF SAN FRANCISCO 941156533 7 1 0 0 1 0 0 1 0 0 0 0 1 0 0 0 0 0 0 0 0 0 1 0 SCH A PART IV SECTION A LINE 6 THE MISSION OF THE ORGANIZATION IS TO OPERATE EXCLUSIVELY FOR CHARITABLE, EDUCATIONAL OR RELIGIOUS PURPOSES BY CONDUCTING OR SUPPORTING ACTIVITIES FOR THE BENEFIT OF, OR TO CARRY OUT THE PURPOSE OF THE SUPPORTED ORGANIZATION, THE JEWISH COMMUNITY FEDERATION OF SAN FRANCISCO, THE PENINSULA, MARIN AND SONOMA COUNTIES. THE ORGANIZATION MAKES GRANTS TO OTHER PUBLICLY SUPPORTED 501(C)(3) ORGANIZATIONS, WITH THE INTENDED PURPOSE OF ADVANCING THE MISSION OF THE SUPPORTED ORGANIZATION, WHICH IS TO ADDRESS THE PRESSING ISSUES FACING THE JEWISH COMMUNITY. PLEASE REFER TO SCHEDULE I, PART II FOR A LIST OF PUBLICLY SUPPORTED 501(C)(3) ORGANIZATIONS RECEIVING GRANTS FROM THE ORGANIZATION. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 1149206 77659 64196 9641 1153028 1355063 -135148 61779 8930 1149206 1162184 259637 58350 8408 1355063 1238717 -11401 57621 7511 1162184 1139684 109189 10156 1238717 0.00000 0.86230 0.13770 0 0 750000 750000 750000 JCF ENDOWMENT POOL 3200834 C 3200834 DUE TO AFFILIATE 6418 6418 1 THE MAGNES COLLECTION OF JEWISH ART AND LIFE 1995 UNIVERSITY AVENUE STE 400 BERKELEY CA 947041070 946090626 501(C)(3) 164059 0 FOR THE MAGNES COLLECTION AT UC BERKELEY THE MAGNES COLLECTION OF JEWISH ART AND LIFE 1995 UNIVERSITY AVENUE STE 400 BERKELEY CA 947041070 946090626 501(C)(3) 475852 0 FOR ENDOWED CURATOR POSITION 2 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. 0 0 0 0 0 0 0 0 0 LISA TABAK DIRECTOR, SECRETARY 0 177681 0 41000 0 1478 0 7080 0 14127 0 241366 0 0 STEVE BROWN DIRECTOR 0 163809 0 24000 0 524 0 5841 0 11388 0 205562 0 0 FIXTURES AND BUILDING IMPROVEMENTS 2023-07-01 3057921 FMV 946002123 REGENTS OF THE UNIVERSITY OF CALIFORNIA BERKELEY 1995 UNIVERSITY AVENUE BERKELEY CA 94704 501(C)(3) 0 0 0 0 FORM 990 PART XI LINE 9 PRIOR TO 2022, THE FOUNDATION ENTERED INTO A 99 YEAR GROUND LEASE WITH THE UNIVERSITY OF CALIFORNIA, BERKELEY WHEREBY THE UNIVERSITY WOULD GAIN CONTROL OF THE EXISTING BUILDING AND IMPROVEMENTS OWNED BY THE FOUNDATION IN RETURN FOR THE UNIVERSITY RUNNING THE OPERATIONS OF THE MUSEUM FOR A PERIOD OF 99 YEARS. IT WAS DETERMINED UNDER A REVIEW OF ACCOUNTING PRACTICES THAT THE REMAINING BOOK VALUE OF THE ASSETS SHOULD HAVE BEEN WRITTEN OFF BY THE FOUNDATION AS THEY NO LONGER HAD AN ECONOMIC INTEREST IN THE FIXTURES AND IMPROVEMENTS DUE TO THE NATURE OF THE GROUND LEASE. THE REMOVAL OF THE BOOK VALUE OF THE ASSETS ARE THUS NOTED AS A PRIOR PERIOD ADJUSTMENT. FORM 990, PART VI, SECTION B, LINE 11B THE FORM 990 IS PREPARED BASED ON AUDITED CONSOLIDATED FINANCIAL STATEMENTS AND WITH THE ASSISTANCE OF THE RELATED PARTY'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. 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 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. FORM 990 (VARIOUS): DUE TO TAX SOFTWARE LIMITATIONS, CERTAIN QUESTIONS THAT SHOULD HAVE BEEN ANSWERED N/A WERE LEFT BLANK AS FOLLOWS: 1) PART IV, QUESTION 20B, 24B, 24C, 24D, 35B 2) PART V, QUESTION 1C, 2B, 3B, 4B, 5C, 6B, 7B, 7D, 7G, 7H, 8, 9A, 9B, 10A, 10B, 11A, 11B, 12A, 12B, 13A, 13B, 13C, 14B 3) PART VI, QUESTION 10B, 16B 4) PART XII, QUESTION 3B 5) SCHEDULE A PART IV QUESTION 3B, 3C, 4B, 4C, 5B, 5C, 10B 6) SCHEDULE J, QUESTION 1B, 2, 9 JEWISH COMMUNITY FEDERATION OF SAN FRANCISCO 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 0 1 0 0 0 0 0 0 0 0 0 1 1 0 0 0 0 1 JEWISH COMMUNITY FEDERATION OF SAN FRANCISCO M 31214 CASH VALUE JEWISH COMMUNITY FEDERATION OF SAN FRANCISCO C 1467 CASH VALUE JEWISH COMMUNITY FEDERATION OF SAN FRANCISCO S 289059 CASH VALUE