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← ALBERT L SCHULTZ AND JANET A SCHULTZ 1991 SUPPORTING FOUNDATION

Form 990 for tax year 2023

Filed by ALBERT L SCHULTZ AND JANET A SCHULTZ 1991 SUPPORTING FOUNDATION.

Totals

Total revenue
$5,884
Total expenses
$5,195
Contributions and grants received
$0
Grants paid
$3,650
Program service revenue
$0
Investment income
$5,884
Other revenue
$0
Total assets, end of year
$2,627,629
Total liabilities, end of year
$375
Net assets or fund balances, end of year
$2,627,254
Program services expenses (Part IX)
$3,650
Management and general expenses
$1,545
Fundraising expenses
$0
Program service expenses (Part III)
$3,650

Program services were 70.3% 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 $5,884 · excluded $5,884

Functional expenses

Part IX, the statement of functional expenses.

  • 1 · Grants to domestic organizations and governments

    total $3,650 · program services $3,650

  • 24a · Other expenses: ADMINISTRATIVE FEES

    total $1,500 · management and general $1,500

  • 24b · Other expenses: FEES & LICENSING

    total $45 · management and general $45

Balance sheet

Part X, book values.

  • 2 · Savings and temporary cash investments

    beginning of year $226,940 · end of year $227,629

  • 3 · Pledges and grants receivable

    beginning of year $2,400,000 · end of year $2,400,000

  • 25 · Other liabilities

    beginning of year $375 · end of year $375

  • 27 · Net assets without donor restrictions

    beginning of year $2,626,565 · end of year $2,627,254

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 $3,650 · Grants $3,650

As filed on the 2023 return.

Listed in Part VII

  • Dr Harvey Freedman

    PRESIDENT/DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Phyllis Cook

    DIRECTOR/TREASURER

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

  • Dana Corvin

    SECRETARY/DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Deana Freedman

    VICE PRESIDENT

    Total calculated
    $0
    Hours/week
    1

  • Camille Menke

    ASSISTANT SECRETARY (TO JU

    Total calculated
    $148,581
    From this org
    $0
    From related orgs
    $129,589
    Other
    $18,992
    Hours/week
    1 + 37.5 related

  • Brian Mendel

    ASSISTANT TREASURER (FROM 5/30/24)

    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

  • Joy Sisisky

    ASSISTANT TREASURER (FROM 5/30/24)

    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

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

No itemized grants to organizations 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
202413199349314896

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