2025-05-13T20:06:18-05:00 2024-06-30 990 2023-07-01 800076298 THE MORTON L AND AMY R FRIEDKIN SUPPORTING FOUNDATION MORT 4155126276 121 STEUART STREET SAN FRANCISCO CA 94105 BRIAN MENDEL CPA CONTROLLER 4155126276 2025-05-13 1 2023 2025-03-06 01:10:19Z MORTON FRIEDKIN 121 STEUART STREET SAN FRANCISCO CA 94105 848053 0 X WWW.JEWISHFED.ORG X 2002 CA SUPPORTS CHARITABLE, EDUCATIONAL, & RELIGIOUS PURPOSES OF JEWISH COMM FEDERATION OF SF. 5 3 0 0 -192613 0 37428 800000 0 0 200076 24053 -78192 -144521 159312 679532 27650 103600 0 0 0 0 0 0 0 33537 53942 61187 157542 98125 521990 5946022 6467915 1821377 1764553 4124645 4703362 SUPPORTS CHARITABLE, EDUCATIONAL, & RELIGIOUS PURPOSES OF JEWISH COMM FEDERATION OF SF. 0 0 103600 103600 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. 103600 1 1 0 0 0 0 0 0 0 0 0 1 0 1 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 0 0 1 0 0 0 1 0 0 0 1 1 0 0 0 0 0 0 0 0 0 0 0 X 5 3 1 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 OF SAN FRANCISCO 4155126276 121 STEUART STREET SAN FRANCISCO CA 94105 MORTON FRIEDKIN TRUSTEE 1.00 X 0 0 0 AMY FRIEDKIN TRUSTEE 1.00 X 0 0 0 AMNON RODAN TRUSTEE 1.00 X 0 0 0 LISA TABAK TRUSTEE 1.00 37.50 X 0 192460 20421 REBECCA RANDALL TRUSTEE 1.00 37.50 X 0 276270 37236 0 468730 57657 0 0 1 0 0 800000 800000 23500 -48092 71592 24000 168521 -144521 -144521 -144521 553 0 553 553 553 679532 0 -192613 72145 103600 103600 2400 2400 90 90 ADMINISTRATIVE FEES 34028 34028 UNRELATED BUSINESS INCO 13471 13471 AMORTIZATION OF REFINAN 3866 3866 FILING FEES 87 87 157542 103600 53942 0 540587 814955 1797203 1865359 183235 8232 4366 3600000 3600000 5946022 6467915 500 27650 12000 0 1755000 1755000 26227 9553 1821377 1764553 X 4124645 4703362 4124645 4703362 5946022 6467915 521990 56727 0 X 0 1 X 1 0 X X 1 JEWISH COMMUNITY FEDERATION OF SAN FRANCISCO 941156533 7 1 103600 0 1 103600 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 0 JCF ENDOWMENT POOL 617191 F S-CORP SHARES 1248168 C 1865359 INVESTMENTS IN REAL ESTATE 3600000 3600000 DUE TO AFFILIATES 9553 9553 1 JEWISH COMMUNITY FEDERATION OF SAN FRANCISCO 121 STEUART STREET SAN FRANCISCO CA 94105 941156533 501(C)(3) 103600 0 ISRAEL EMERGENCY FUND AND GENERAL SUPPORT 1 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 REBECCA RANDALL TRUSTEE 0 250100 0 25000 0 1170 0 9020 0 28216 0 313506 0 0 LISA TABAK TRUSTEE 0 190166 0 0 0 2294 0 5055 0 15366 0 212881 0 0 FORM 990, PART VI, SECTION A, LINE 2 MORTON FRIEDKIN AND AMY FRIEDKIN ARE HUSBAND AND WIFE 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 SUPPORTED ORGANIZATION'S FINANCE AND ACCOUNTING STAFF. THE FINAL DRAFT OF THE 990 IS REVIEWED BY THE TRUSTEES 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 SUPPORTING ORGANIZATION OF THE JEWISH COMMUNITY FEDERATION OF SAN FRANCISCO, THE PENINSULA, MARIN AND SONOMA COUNTIES, A RELATED ORGANIZATION, 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 1 0 0 0 0 0 0 0 0 0 0 1 1 0 0 0 0 0 JEWISH COMMUNITY FEDERATION OF SAN FRANCISCO M 34028 CASH VALUE JEWISH COMMUNITY FEDERATION OF SAN FRANCISCO B 103600 CASH VALUE