2025-05-15T15:42:57-05:00 2024-06-30 910189318 MOSS ADAMS LLP 101 SECOND STREET SUITE 900 SAN FRANCISCO CA 94105 990PF 2023-07-01 473798908 FELDMAN FOUNDATION CA FELD 4157770411 121 STEUART STREET SAN FRANCISCO CA 94105 BRIAN MENDEL ASSISTANT TREASURER 4157770411 2025-05-15 1 QI WEN LIANG P01270238 4159561500 2023 2025-03-06 01:10:19Z X X 46791204 X 262250 675030 782786 1158402 4613208 266314 0 -11794 2095682 1037306 0 0 0 49996 0 49996 5035 0 5035 17693 10570 4423 246223 278882 98675 119913 2325 4301 482 0 482 1034 0 1034 440376 291777 163946 1746400 1721400 2186776 291777 1885346 -91094 745529 111391 176449 176449 246741 913226 913226 19459795 18453866 24540332 12038346 12249238 21161197 31856273 31792779 46791204 23750 27260 50910 75000 74660 102260 X 31781613 31690519 31781613 31690519 31856273 31792779 31781613 -91094 0 31690519 0 31690519 PUBLICLY TRADED SECURITIES 2723128 2405958 317170 317170 PRIVATE EQUITY SECURITIES P 1890080 1940936 -50856 -50856 266314 10363 0 10363 0 10363 0 0 0 0 0 X 623 10986 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 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 MANAGEMNET 580 CALIFORNIA AVE 8TH FLOOR SAN FRANCISSCO CA 94104 INVESTMENT MANAGEMENT 123323 JEWISH COMMUNITY FEDERATION OF SAN FRANCISCO 121 STEUART STREET SAN FRANCISCO CA 94105 ADMINISTRATIVE FEES 96900 0 0 23732312 1149880 21161197 46043389 0 0 46043389 690651 45352738 2267637 2267637 10363 43595 53958 2213679 0 2213679 0 2213679 1885346 0 1885346 2213679 1976766 0 0 1885346 1885346 0 0 0 0 0 0 0 0 0 0 91420 2213679 0 0 0 DANIEL FELDMAN SANDRA FELDMAN X AMERICAN ISRAEL EDUCATION FOUNDATION INC 251 H STREET NW WASHINGTON DC 20001 PC GENERAL SUPPORT 25000 AMERICAN ISRAEL EDUCATION FOUNDATION INC 251 H STREET NW WASHINGTON DC 20001 PC GENERAL OPERATING SUPPORT 50000 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 50000 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 20000 CHABAD LUBAVITCH ON CAMPUS - PRINCETON 15 EDWARDS PLACE PRINCETON NJ 08540 PC ISRAEL SUPPORT AND RELIEF EFFORTS 5000 CHABAD LUBAVITCH ON CAMPUS - PRINCETON 150 WEST 30TH STREET SUITE 900 NEW YORK NY 10001 PC PERSONAL SUPPLIES FOR ISRAELI SOLDIERS 10000 CHABAD ON CAMPUS AT CLAREMONT 150 WEST 30TH STREET SUITE 900 NEW YORK NY 10001 PC GENERAL SUPPORT 5400 COMMUNITY YOUTH CENTER OF SAN FRANCISCO 1038 POST STREET SAN FRANCISCO CA 94109 PC GENERAL SUPPORT 2500 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 FRIENDS OF ELNET 641 LEXINGTON AVE 20TH FLOOR NEW YORK NY 10022 PC GENERAL SUPPORT 50000 FUENTE LATINA 7300 BISCAYNE BLVD SUITE 200 MIAMI FL 33138 PC GENERAL SUPPORT 60000 GIVING BACK FUND 5101 SANTA MONICA BLVD STE 8 LOS ANGELES CA 90029 PC STARS IN THE DARK 500 HILLEL AT STANFORD PO BOX 20526 STANFORD CA 94309 PC GENERAL SUPPORT 10000 HOPEWELL FUND PO BOX 38068 BALTIMORE MD 21297 PC EARLYJ'S PRESCHOOL EMERGENCY SECURITY NEEDS 15000 IMAGINE NORTH CAROLINA FIRST PO BOX 428 RALEIGH NC 27602 PC GET OUT THE VOTE EFFORTS 50000 ISRAAID (US) GLOBAL HUMANITARIAN ASSISTANCE INC PO BOX 61227 PALO ALTO CA 94306 PC GENERAL SUPPORT 85000 ISRAEL ON CAMPUS COALITION PO BOX 34640 WASHINGTON DC 20043 PC GENERAL SUPPORT ISRAELL EMERGENCY RESPONSE 125000 ITREK 223 W 38TH ST 1413 NEW YORK NY 10018 PC GENERAL SUPPORT 30000 JEWISH COMMUNITY FEDERATION 121 STEUART STREET SAN FRANCISCO CA 94105 PC US-ISRAEL ALZHEIMER'S DISEASE RESARCH COLLABORATION 1000 JEWISH COMMUNITY FEDERATION 121 STEUART STREET SAN FRANCISCO CA 94105 PC THE COMMUNITY SECURITY PROGRAM 50000 JEWISH COMMUNITY FEDERATION 121 STEUART STREET SAN FRANCISCO CA 94105 PC ISRAEL EMERGENCY FUND 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 THE INSTITUTE FOR CURRICULUM SERVICES GENERAL SUPPORT 25000 JEWISH COMMUNITY RELATIONS COUNCIL 121 STEUART STREET SUITE 301 SAN FRANCISCO CA 94105 PC GENERAL SUPPORT AND ISRAEL EMERGENCY 200000 JEWISH FAMILY AND CHILDREN'S SERVICES PO BOX 159004 SAN FRANCISCO CA 94115 PC GENERAL SUPPORT 500 JEWISH FUNDERS NETWORK 150 WEST 30TH STREET SUITE 900 NEW YORK NY 10001 PC GENERAL SUPPORT 500 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 20000 KQED INC 2601 MARIPOSA STREET SAN FRANCISCO CA 94110 PC THE SIGNAL SOCIETY 1000 NARAL PRO-CHOICE AMERICA FOUNDATION 1725 EYE STREET NW SUITE 900 WASHINGTON DC 20006 PC GENERAL SUPPORT 500 OUR AMERICAN FUTURE FOUNDATION PO BOX 15845 WASHINGTON DC 20003 PC GET OUT THE VOTE EFFORTS 100000 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) 30000 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 IMPACT SE TO SUPPORT THEIR GENERAL OPERATIONS 90000 PALO ALTO COMMUNITY FUND PO BOX 50634 PALO ALTO CA 94303 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 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 10000 SHALOM HARTMAN INSTITUTE OF NORTH AMERICA 475 RIVERSIDE DRIVE SUITE 1450 NEW YORK NY 10115 PC GIVING SOCIETY 36000 SOCIAL GOOD FUND PO BOX 5473 RICHMOND CA 94805 PC FOR DAYENU: A JEWISH CALL TO CLIMATE ACTION 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 20000 UNIVERSITY OF CALIFORNIA BERKELEY FOUNDATION 1995 UNIVERSITY AVENUE SUITE 400 BERKELEY CA 94704 PC CENTER FOR JEWISH STUDIES, ANTISEMITISM EDUCATION INITIATIVE 45000 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 75000 VOTER PARTICIPATION CENTER 1707 L STREET NORTHWEST SUITE 700 WASHINGTON DC 20036 PC GET OUT THE VOTE EFFORTS 50000 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 15000 1721400 CLAREMONT HILLEL 915 W FOOTHILL BLVD SUITE C-120 CLAREMONT CA 91711 PC GENERAL SUPPORT 25000 25000 525990 15362 14 659668 525990 352982 14 805420 K1 INCOME -101934 101934 266410 1567022 0 1833432 11 INVESTMENT INCOME SUPPORTS GRANTMAKING AND ASSET GROWTH 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 230933 X 2 JACOB FELDMAN CHARITABLE LEAD TRUST 2625 MIDDLEFIELD ROAD 995 PALO ALTO CA 94306 31317 X TAX PREPARATION 17693 10570 4423 IRC SECTION 507(B)(1)(B) STATUS TERMINATION FORM 990PF, PAGE 1, BOX F FELDMAN FOUNDATION CA (THE "FOUNDATION") IS IN A 60-MONTH TERMINATIONUNDER 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 THEIRS LETTER DATED DECEMBER 22, 2022 FOR NOTIFICATION OF THE ADVANCERULING 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, 2023 - JUNE 30, 2024 (TAX YEAR 2023) 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 2023 FORM 990-PF FILING UNDISTRIBUTED INCOME FORM 990PF, PART XII BECAUSE THE FOUNDATION IS UNDER THE ADVANCE RULING, THE 91,420 IN UNDISTRIBUTED INCOME FROM LINE 6E AND THE $2,213,679 FROM LINE 6F IS 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 2500030 2033149 VOYA STRATEGIC INCOME OPPORTUNITIES 350000 358603 METROPOLITAN WEST RETURN BOND 3650030 2965655 BG EMERGING MARKETS FUND CLAS 964239 896901 VANGUARD FTSE DEVELOPED MARKET 3731591 4515110 VANGUARD FTSE EMERGING MARKET 807630 906095 VANGUARD TOTAL STOCK MARKET ET 4574892 10929121 VANGUARD TOTAL BOND MARKET 1050030 1057776 SEGALL BRYANT & HAMILL 825424 877922 ELLIOT INTERNATIONAL LIMITED AT COST 1800632 8218829 PALOMA INTERNATIONAL LIMITED AT COST 1272953 1810675 SENTINEL JUNIOR CAPITAL I, LP AT COST 176222 395859 DELOS INVESTMENT FUND AT COST 5409 94160 DELOS INVESTMENT FUND II AT COST 897573 559176 HONEYSTONE VENTURES AT COST 165099 176110 LONG REACH CAPITAL PARTNERS AT COST 399343 122881 SENTINEL CAPITAL PARTNERS IV, LP AT COST 105633 20524 SENTINEL CAPITAL PARTNERS V, LP AT COST 7548 90920 SENTINEL CONTINUATION FUND I, LP AT COST 68220 63371 BRIDGE PARTNERS III AT COST 772492 923000 HG CAPITAL IX AT COST 0 68000 JARGONNANT PARTNERS AT COST 0 593026 ACCOLADE PARTNERS BLOCKCHAIN I AT COST 389552 638891 AKKADIAN VENTURES V LP AT COST 605737 782805 GT PRIVATE EQUITY AT COST 529057 549230 REALIZATION CAPITAL PARTNERS I LP AT COST 430718 906359 REVELATION HEALTHCARE FUND III AT COST 479331 542225 REVELATION HEALTHCARE FUND IV AT COST 55000 74922 CORDILLERA-ECP CO-INVESTMENT LP AT COST 475665 633901 ITE RAIL 2020 (QD) FUND LP AT COST 856173 1106243 KAYNE ANDERSON RENEWABLE INFRASTRUCTURE PTNS LP AT COST 800000 663536 DAVIS INVESTMENT VENTURES IV-B LP AT COST 520995 628529 CORDILLERA III AT COST 257569 318445 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 155000 140800 SENTINEL JUNIOR CAPITAL II, LP AT COST 61587 69670 OSTRA CAPITAL PARTNERS AT COST 500000 552304 DAVIS INVESTMENT VENTURES IV-B LP AT COST 99927 82464 SENTINEL CAPITAL INVESTORS VII, LP AT COST 135800 108340 LEGAL FEES 5035 0 5035 PAYROLL PROCESSING FEES 834 0 834 FILING FEES 200 0 200 K-1 OTHER INCOME -11794 FOUNDATION MANAGEMENT FEES 96900 0 72675 PHILANTHROPIC CONSULTING 26000 0 26000 INVESTMENT MANAGEMENT FEES 123323 123323 0 K-1 DEDUCTIONS 0 155559 0 PAYROLL TAXES 4301 0 4301 UNRELATED BUSINESS INCOME TAXES 115612 0 0 FOREIGN TAXES 0 2325 0