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Nonprofiteer
← CARLA AND DAVID CRANE FOUNDATION

Form 990 for tax year 2023

Filed by CARLA AND DAVID CRANE FOUNDATION.

Totals

Total revenue
$137,111
Total expenses
$910,993
Contributions and grants received
$100,000
Grants paid
$825,418
Program service revenue
$0
Investment income
$37,111
Other revenue
$0
Total assets, end of year
$22,360,362
Total liabilities, end of year
$392,513
Net assets or fund balances, end of year
$21,967,849
Program services expenses (Part IX)
$825,418
Management and general expenses
$85,575
Fundraising expenses
$0
Program service expenses (Part III)
$825,418

Program services were 90.6% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.

Line items

Every line the filer filed in Parts VIII, IX and X, as filed and in filed order. Blank columns are left out, and the lines are not forced to add up to the totals above.

Revenue

Part VIII, the statement of revenue.

  • 1f · All other contributions, gifts and grants

    $100,000

  • 3 · Investment income

    total $51,880 · excluded $51,880

  • 7a · Gross sales of assets other than inventory

    securities $350,000

  • 7b · Less cost or other basis and sales expenses

    securities $364,769

  • 7c · Gain or loss

    securities -$14,769

  • 7d · Net gain or loss

    total -$14,769 · excluded -$14,769

Functional expenses

Part IX, the statement of functional expenses.

  • 1 · Grants to domestic organizations and governments

    total $825,418 · program services $825,418

  • 24a · Other expenses: JCF ADMINISTRATIVE FEES

    total $78,875 · management and general $78,875

  • 24b · Other expenses: CONSULTING FEES

    total $6,500 · management and general $6,500

  • 24c · Other expenses: REGULATORY FEES

    total $200 · management and general $200

Balance sheet

Part X, book values.

  • 2 · Savings and temporary cash investments

    beginning of year $381,385 · end of year $366,516

  • 4 · Accounts receivable

    beginning of year $1,000

  • 7 · Other notes and loans receivable

    beginning of year $50,000 · end of year $50,000

  • 11 · Investments: publicly traded securities

    beginning of year $17,276,295 · end of year $20,154,280

  • 12 · Investments: other securities

    beginning of year $1,560,607 · end of year $1,789,566

  • 18 · Grants payable

    beginning of year $57,683 · end of year $372,101

  • 25 · Other liabilities

    beginning of year $19,061 · end of year $20,412

  • 27 · Net assets without donor restrictions

    beginning of year $19,192,543 · end of year $21,967,849

Mission and programs · 2023

Mission

THE FOUNDATION OPERATES EXCLUSIVELY FOR CHARITABLE, EDUCATIONAL ORRELIGIOUS PURPOSES BY CONDUCTING OR SUPPORTING ACTIVITIES FOR THEBENEFIT OF, OR TO CARRY OUT THE PURPOSES OF THE JEWISH COMMUNITYFEDERATION OF SAN FRANCISCO, THE PENINSULA, MARIN AND SONOMA COUNTIES.

Activities or mission (Part I)

SUPPORTS CHARITABLE, EDUCATIONAL, & RELIGIOUS PURPOSES OF JEWISH COMM FEDERATION OF SF.

  • THE FOUNDATION MADE GRANTS IN SUPPORT OF THE CHARITABLE,EDUCATIONAL, SCIENTIFIC OR RELIGIOUS PURPOSES OF THE JEWISHCOMMUNITY FEDERATION OF SAN FRANCISCO, THE PENINSULA, MARIN ANDSONOMA COUNTIES.

    Expenses $825,418 · Grants $825,418

As filed on the 2023 return.

Listed in Part VII

  • DAVID CRANE

    DIRECTOR, PREISDENT

    Total calculated
    $0
    Hours/week
    1

  • WARREN S BROWNER

    VICE PRESIDENT, DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • CARLA CRANE

    SECRETARY, DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • JOY SISISKY

    TREASURER, DIRECTOR

    Total calculated
    $707,850
    From this org
    $0
    From related orgs
    $657,114
    Other
    $50,736
    Hours/week
    1 + 37.5 related

    Schedule J breakdown matched by us

    Base
    $0 + $545,944 related
    Bonus
    $0 + $110,000 related
    Other
    $0 + $1,170 related
    Deferred
    $0 + $20,900 related
    Nontaxable benefits
    $0 + $29,836 related
    Filer's total
    $0 + $707,850 related

  • DEBBIE TUTTLE BERKOWITZ

    DIRECTOR

    Total calculated
    $196,370
    From this org
    $0
    From related orgs
    $181,095
    Other
    $15,275
    Hours/week
    1 + 37.5 related

    Schedule J breakdown matched by us

    Base
    $0 + $170,229 related
    Bonus
    $0 + $9,000 related
    Other
    $0 + $1,866 related
    Deferred
    $0 + $5,714 related
    Nontaxable benefits
    $0 + $9,561 related
    Filer's total
    $0 + $196,370 related

  • BRIAN MENDEL

    ASSISTANT TREASURER (FROM 4/19/24)

    Total calculated
    $173,212
    From this org
    $0
    From related orgs
    $153,022
    Other
    $20,190
    Hours/week
    1 + 37.5 related

    Schedule J breakdown matched by us

    Base
    $0 + $151,831 related
    Bonus
    $0
    Other
    $0 + $1,191 related
    Deferred
    $0 + $5,096 related
    Nontaxable benefits
    $0 + $15,094 related
    Filer's total
    $0 + $173,212 related

  • TANYA SHADOAN

    ASSISTANT TREASURER (FROM 4/19/24)

    Total calculated
    $314,156
    From this org
    $0
    From related orgs
    $302,896
    Other
    $11,260
    Hours/week
    1 + 37.5 related

    Schedule J breakdown matched by us

    Base
    $0 + $276,090 related
    Bonus
    $0 + $25,000 related
    Other
    $0 + $1,806 related
    Deferred
    $0 + $9,002 related
    Nontaxable benefits
    $0 + $2,258 related
    Filer's total
    $0 + $314,156 related

  • NICOLAS ELSISHANS

    ASSISTANT TREASURER (FROM 4/19/24)

    Total calculated
    $215,906
    From this org
    $0
    From related orgs
    $195,089
    Other
    $20,817
    Hours/week
    1 + 37.5 related

    Schedule J breakdown matched by us

    Base
    $0 + $184,464 related
    Bonus
    $0 + $10,000 related
    Other
    $0 + $625 related
    Deferred
    $0 + $6,126 related
    Nontaxable benefits
    $0 + $14,691 related
    Filer's total
    $0 + $215,906 related

  • REBECCA RANDALL

    ASSISTANT TREASURER (FROM 4/19/24)

    Total calculated
    $313,506
    From this org
    $0
    From related orgs
    $276,270
    Other
    $37,236
    Hours/week
    1 + 37.5 related

    Schedule J breakdown matched by us

    Base
    $0 + $250,100 related
    Bonus
    $0 + $25,000 related
    Other
    $0 + $1,170 related
    Deferred
    $0 + $9,020 related
    Nontaxable benefits
    $0 + $28,216 related
    Filer's total
    $0 + $313,506 related

Compensation is as filed in Part VII: reportable pay from this organization and from related organizations, other compensation, and hours per week. The total, marked calculated, is our sum of the three dollar columns, with a blank column counted as $0; the form itself has no total. On a Form 990-EZ the columns are Part IV's instead, and on a Form 990-PF Part VIII's — compensation, contributions to benefit plans, and expense account — and the total sums those. A Schedule J breakdown is as filed: base pay, bonus, other, deferred compensation and nontaxable benefits from this organization, with any from related organizations beside each, and the filer's own total. It is shown with the Part VII listing of the same name on the same return. The form gives no key between the two, so that pairing is ours, and is marked matched by us.

Schedule J

Answered yes

None.

Answered no

  • 4a · Severance or change-of-control payment
  • 4b · Supplemental nonqualified retirement plan
  • 4c · Equity-based compensation arrangement
  • 5a · Pay contingent on this organization's revenues
  • 5b · Pay contingent on a related organization's revenues
  • 6a · Pay contingent on this organization's net earnings
  • 6b · Pay contingent on a related organization's net earnings
  • 7 · Other non-fixed payments
  • 8 · Paid under the initial-contract exception

The filer's explanations (Part III)

PART I, LINE 3
THE ORGANIZATION DOES NOT HAVE EMPLOYEES AND DOES NOT COMPENSATE OFFICERS AND MEMBERS OF ITS BOARD. HOWEVER, CERTAIN OFFICERS AND/OR DIRECTORS ARE COMPENSATED BY A RELATED ORGANIZATION, 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 ORGANIZATION AS WELL AS MANY OTHER SOURCES OF COMPENSATION DATA.

Part I's answers as filed. A line not listed was left unanswered; on lines 1a and 3 that means the box was not checked.

Grants on this return

The 10 largest by cash amount. The API serves every itemized grant.

Related organizations on this return

Schedule R Part II: tax-exempt organizations related to the filer by control. It does not record shared board members or money.

Provenance

Return type
form_990
Tax year
2023
Filed
13 November 2024
IRS schema version
2023v5.1
Source object
202433199349300008

Check it against the return as filed: the GivingTuesday Data Lake hosts a public copy of the original XML.

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