Skip to content
Nonprofiteer
← THE L&R LAWRENCE FAMILY FOUNDATION

Form 990 for tax year 2023

Filed by THE L&R LAWRENCE FAMILY FOUNDATION.

Totals

Total revenue
$26,666
Total expenses
$24,913
Contributions and grants received
$0
Grants paid
$15,600
Program service revenue
$0
Investment income
$26,666
Other revenue
$0
Total assets, end of year
$1,279,872
Total liabilities, end of year
$2,016
Net assets or fund balances, end of year
$1,277,856
Program services expenses (Part IX)
$15,600
Management and general expenses
$9,313
Fundraising expenses
$0
Program service expenses (Part III)
$15,600

Program services were 62.6% 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.

  • 3 · Investment income

    total $26,148 · excluded $26,148

  • 7a · Gross sales of assets other than inventory

    securities $518

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

    securities $0

  • 7c · Gain or loss

    securities $518

  • 7d · Net gain or loss

    total $518 · excluded $518

Functional expenses

Part IX, the statement of functional expenses.

  • 1 · Grants to domestic organizations and governments

    total $15,600 · program services $15,600

  • 11f · Fees: investment management

    total $1,302 · management and general $1,302

  • 24a · Other expenses: ADMINISTRATIVE FEE

    total $7,986 · management and general $7,986

  • 24b · Other expenses: FILING & POSTAGE FEES

    total $25 · management and general $25

Balance sheet

Part X, book values.

  • 2 · Savings and temporary cash investments

    beginning of year $177,266 · end of year $158,293

  • 12 · Investments: other securities

    beginning of year $997,724 · end of year $1,121,579

  • 25 · Other liabilities

    beginning of year $1,973 · end of year $2,016

  • 27 · Net assets without donor restrictions

    beginning of year $1,173,017 · end of year $1,277,856

Mission and programs · 2023

Mission

THE FOUNDATION OPERATES EXCLUSIVELY FOR CHARITABLE, EDUCATIONAL OR RELIGIOUS PURPOSES BY CONDUCTING OR SUPPORTING ACTIVITIES FOR THE BENEFIT OF, OR TO CARRY OUT THE PURPOSES OF THE JEWISH COMMUNITY FEDERATION 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 JEWISH COMMUNITY FEDERATION OF SAN FRANCISCO, THE PENINSULA, MARIN AND SONOMA COUNTIES.

    Expenses $15,600 · Grants $15,600

As filed on the 2023 return.

Listed in Part VII

  • Phyllis Cook

    SECRETARY/DIRECTOR

    Total calculated
    $71,971
    From this org
    $0
    From related orgs
    $71,971
    Other
    $0
    Hours/week
    1 + 10 related

  • Doug Kahn

    DIRECTOR/PRESIDENT

    Total calculated
    $0
    Hours/week
    1

  • Debbie Berkowitz

    TREASURER/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

  • Regina Lawrence

    PRESIDENT EMERITUS

    Total calculated
    $0
    Hours/week
    1

  • Lamonte Lawrence

    PRESIDENT EMERITUS

    Total calculated
    $0
    Hours/week
    1

  • Joy Sisisky

    ASSISTANT TREASURER (FROM

    Total calculated
    $622,850
    From this org
    $0
    From related orgs
    $572,114
    Other
    $50,736
    Hours/week
    1 + 37.5 related

    Schedule J breakdown matched by us

    Base
    $0 + $545,944 related
    Bonus
    $0 + $25,000 related
    Other
    $0 + $1,170 related
    Deferred
    $0 + $20,900 related
    Nontaxable benefits
    $0 + $29,836 related
    Filer's total
    $0 + $622,850 related

  • Rebecca Randall

    ASSISTANT TREASURER (FROM

    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

  • Brian Mendel

    ASSISTANT TREASURER (FROM 11/30/23)

    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

  • Brian Kataoka

    ASSISTANT TREASURER (TO 11/30/23)

    Total calculated
    $136,841
    From this org
    $0
    From related orgs
    $125,213
    Other
    $11,628
    Hours/week
    1 + 37.5 related

  • Nicolas Elsishans

    ASSISTANT TREASURER (FROM 11/30/23)

    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

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

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

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
202433199349300213

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

The source document this was parsed from is served over the API, which is where bulk and document access live.