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← ENDOWMENT FOR FEDERATION

Form 990 for tax year 2022

Filed by ENDOWMENT FOR FEDERATION.

Totals

Total revenue
$610,619
Total expenses
$854,290
Contributions and grants received
$204,593
Grants paid
$751,791
Program service revenue
$0
Investment income
$406,026
Other revenue
$0
Total assets, end of year
$13,211,076
Total liabilities, end of year
$0
Net assets or fund balances, end of year
$13,211,076
Program services expenses (Part IX)
$751,791
Management and general expenses
$102,499
Fundraising expenses
$0
Program service expenses (Part III)
$751,791

Program services were 88.0% 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

    $204,593

  • 3 · Investment income

    total $258,785 · excluded $258,785

  • 7a · Gross sales of assets other than inventory

    securities $854,290

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

    securities $707,049

  • 7c · Gain or loss

    securities $147,241

  • 7d · Net gain or loss

    total $147,241 · excluded $147,241

Functional expenses

Part IX, the statement of functional expenses.

  • 1 · Grants to domestic organizations and governments

    total $751,791 · program services $751,791

  • 11f · Fees: investment management

    total $32,399 · management and general $32,399

  • 24a · Other expenses: ADMINISTRATIVE FEES

    total $70,100 · management and general $70,100

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $8,127 · end of year $12,107

  • 11 · Investments: publicly traded securities

    beginning of year $9,532,871 · end of year $9,152,892

  • 12 · Investments: other securities

    beginning of year $3,273,346 · end of year $4,046,077

  • 27 · Net assets without donor restrictions

    beginning of year $12,814,344 · end of year $13,211,076

Mission and programs · 2022

Mission

TO CONDUCT OR SUPPORT ACTIVITIES FOR THE BENEFIT OF THE JEWISH COMMUNITY FOUNDATION OF SAN DIEGO.

  • DISTRIBUTION OF CONTRIBUTIONS TO RELIGIOUS, CHARITABLE AND EDUCATIONAL ORGANIZATIONS.

    Expenses $751,791 · Grants $751,791

As filed on the 2022 return.

Listed in Part VII

  • Andrew Ratner

    PRESIDENT

    Total calculated
    $0
    Hours/week
    1 + 3 related

  • Elaine Galinson

    SECRETARY

    Total calculated
    $0
    Hours/week
    1

  • Robert Rubenstein

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Jack Maizel

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1 + 1 related

  • Andrew Viterbi

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Robert Chortek

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Graeme Gabriel

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Jeremy Pearl

    CHIEF FINANCIAL OFFICER

    Total calculated
    $391,052
    From this org
    $0
    From related orgs
    $326,163
    Other
    $64,889
    Hours/week
    1 + 40 related

    Schedule J breakdown matched by us

    Base
    $0 + $326,163 related
    Bonus
    $0
    Other
    $0
    Deferred
    $0 + $58,250 related
    Nontaxable benefits
    $0 + $6,639 related
    Filer's total
    $0 + $391,052 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 HUMAN RESOURCES COMMITTEE OF THE JEWISH COMMUNITY FOUNDATION OF SAN DIEGO EVALUATES AND APPROVES EXECUTIVE COMPENSATION ANNUALLY. THE EVALUATION INCLUDES THE REVIEW OF COMPARABILITY DATA PROVIDED BY INDEPENDENT SOURCES. A WRITTEN EMPLOYMENT CONTRACT GOVERNS CEO COMPENSATION AND OTHER TERMS OF EMPLOYMENT. THE CONTRACT IS REVIEWED BY OUTSIDE COUNSEL AND APPROVED BY THE BOARD OF DIRECTORS.

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
2022
Filed
6 May 2024
IRS schema version
2022v5.0
Source object
202431289349302993

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