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Nonprofiteer
← DONALD AND CAROLE CHAIKEN FOUNDATION

Form 990 for tax year 2023

Filed by DONALD AND CAROLE CHAIKEN FOUNDATION.

Totals

Total revenue
$4,456,493
Total expenses
$5,585,849
Contributions and grants received
$0
Grants paid
$5,320,610
Program service revenue
$0
Investment income
$4,456,493
Other revenue
$0
Total assets, end of year
$6,496,707
Total liabilities, end of year
$1,528,417
Net assets or fund balances, end of year
$4,968,290
Program services expenses (Part IX)
$5,320,610
Management and general expenses
$265,239
Fundraising expenses
$0
Program service expenses (Part III)
$5,320,610

Program services were 95.3% 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 $340,541 · excluded $340,541

  • 7a · Gross sales of assets other than inventory

    securities $23,709,621

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

    securities $19,593,669

  • 7c · Gain or loss

    securities $4,115,952

  • 7d · Net gain or loss

    total $4,115,952 · excluded $4,115,952

Functional expenses

Part IX, the statement of functional expenses.

  • 1 · Grants to domestic organizations and governments

    total $5,320,610 · program services $5,320,610

  • 11a · Fees: management

    total $148,206 · management and general $148,206

  • 11f · Fees: investment management

    total $41,423 · management and general $41,423

  • 13 · Office expenses

    total $71 · management and general $71

  • 19 · Conferences, conventions and meetings

    total $390 · management and general $390

  • 24a · Other expenses: ADMINISTRATIVE FEES

    total $68,799 · management and general $68,799

  • 24b · Other expenses: DUES AND SUBSCRIPTIONS

    total $6,100 · management and general $6,100

  • 24c · Other expenses: FILING FEES

    total $220 · management and general $220

  • 24d · Other expenses: BANK FEES

    total $30 · management and general $30

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $1,345,673 · end of year $1,945,740

  • 4 · Accounts receivable

    beginning of year $344 · end of year $344

  • 11 · Investments: publicly traded securities

    beginning of year $10,621,385 · end of year $4,550,623

  • 15 · Other assets

    beginning of year $4,359

  • 18 · Grants payable

    beginning of year $2,922,549 · end of year $1,510,659

  • 25 · Other liabilities

    beginning of year $21,683 · end of year $17,758

  • 27 · Net assets without donor restrictions

    beginning of year $9,027,529 · end of year $4,968,290

Mission and programs · 2023

Mission

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 $5,320,610 · Grants $5,320,610

As filed on the 2023 return.

Listed in Part VII

  • JULIE CHAIKEN

    VICE PRESIDENT, DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • AMY FRIEDKIN

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • IVOR SILVER

    DIRECTOR, TREASURER

    Total calculated
    $0
    Hours/week
    1

  • LISA TABAK

    DIRECTOR, SECRETARY

    Total calculated
    $212,881
    From this org
    $0
    From related orgs
    $192,460
    Other
    $20,421
    Hours/week
    1 + 37.5 related

    Schedule J breakdown matched by us

    Base
    $0 + $190,166 related
    Bonus
    $0
    Other
    $0 + $2,294 related
    Deferred
    $0 + $5,055 related
    Nontaxable benefits
    $0 + $15,366 related
    Filer's total
    $0 + $212,881 related

  • JENNIFER CHAIKEN

    DIRECTOR, PRESIDENT

    Total calculated
    $0
    Hours/week
    1

  • DANA CHAIKEN

    VICE PRESIDENT, DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • EILEEN RUBY

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1 + 1 related

  • JOY SISISKY

    ASSISTANT TREASURER

    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

  • REBECCA RANDALL

    ASSISTANT TREASURER

    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

  • TANYA SHADOAN

    ASSISTANT TREASURER

    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

    Total calculated
    $215,905
    From this org
    $0
    From related orgs
    $195,089
    Other
    $20,816
    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 + $14,690 related
    Filer's total
    $0 + $215,905 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

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
202413199349300111

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