2024-05-15T14:04:50-05:00 2023-06-30 910189318 MOSS ADAMS LLP 101 SECOND STREET SUITE 900 SAN FRANCISCO CA 94105 990PF 2022-07-01 473798908 FELDMAN FOUNDATION CA FELD 4157770411 121 STEUART STREET SAN FRANCISCO CA 94105 BRIAN MENDEL ASSISTANT TREASURER 4157770411 2024-05-15 BRIAN MENDEL 999009999 1 QI WEN LIANG P01270238 4159561500 2 AAL1 IAL1 2022 2023-04-26 12:10:37Z X X 44067426 X 300189 1 1 611797 611797 916326 3543603 604970 0 173139 1828313 1389907 0 0 0 49996 0 49996 19556 0 19556 254937 270039 108250 28055 1789 4441 2500 0 2500 355044 271828 184743 1165200 1115200 1520244 271828 1299943 308069 1118079 117085 111391 111391 764350 246741 246741 19389002 19459795 23392446 12334263 12038346 20316848 32604700 31856273 44067426 31156 23750 1100000 50910 1131156 74660 X 31473544 31781613 0 0 0 0 31473544 31781613 32604700 31856273 31473544 308069 0 31781613 0 31781613 PUBLIC EQUITY SECURITIES 1054081 725126 328955 328955 PRIVATE EQUITY SECURITIES P 2489522 2213507 276015 276015 604970 15541 0 15541 0 15541 0 0 0 0 0 X 831 16372 0 0 0 0 0 0 0 0 0 0 1 1 CA TX 1 0 0 0 0 1 N/A JEWISH COMMUNITY FEDERATION OF SAN 4157770411 121 STEUART STREET SAN FRANCISCO CA 94105 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 DANIEL FELDMAN 121 STEUART STREET SAN FRANCISCO CA 94105 DIRECTOR/PRESIDENT 40.00 0 0 0 SANDRA FELDMAN 121 STEUART STREET SAN FRANCISCO CA 94105 DIRECTOR/SECRETARY/VICE PRESIDENT 20.00 0 0 0 JOY SISISKY 121 STEUART STREET SAN FRANCISCO CA 94105 DIRECTOR/TREASURER 1.00 0 0 0 AMY RABBINO 121 STEUART STREET SAN FRANCISCO CA 94105 DIRECTOR 1.00 0 0 0 PHYLLIS COOK 121 STEUART STREET SAN FRANCISCO CA 94105 DIRECTOR 1.00 0 0 0 JONATHON FELDMAN 121 STEUART STREET SAN FRANCISCO CA 94105 VICE PRESIDENT 1.00 0 0 0 DAVID FELDMAN 121 STEUART STREET SAN FRANCISCO CA 94105 VICE PRESIDENT 1.00 0 0 0 REBECCA RANDALL 121 STEUART STREET SAN FRANCISCO CA 94105 ASSISTANT SECRETARY/ASSISTANT TREASURE 1.00 0 0 0 BRIAN KATAOKA 121 STEUART STREET SAN FRANCISCO CA 94105 ASSISTANT TREASURER (TO MAY 18) 1.00 0 0 0 BRIAN MENDEL 121 STEUART STREET SAN FRANCISCO CA 94105 ASSISTANT TREASURER 1.00 0 0 0 NONE 0 WEATHERBY ASSET MANAGEMNET 580 CALIFORNIA AVE 8TH FLOOR SAN FRANCISSCO CA 94104 INVESTMENT MANAGEMENT 122937 JEWISH COMMUNITY FEDERATION OF SAN FRANCISCO 121 STEUART STREET SAN FRANCISCO CA 94105 ADMINISTRATIVE FEES 95000 0 0 22855886 1172626 19994723 44023235 0 0 44023235 660349 43362886 2168144 2168144 15541 15541 2152603 0 2152603 0 2152603 1299943 0 1299943 2152603 1124106 0 0 1299943 1124106 0 0 175837 0 0 0 0 0 0 0 0 1976766 0 0 0 DANIEL FELDMAN SANDRA FELDMAN X AMALGAMATED CHARITABLE FOUNDATION 1825 K STREET NW WASHINGTON DC 20006 NONE PC GENERAL OPERATING SUPPORT 30000 AMERICAN FRIENDS OF THE TEL AVIV UNIVERSITY INC 8 WEST 40TH STREET 8TH FLOOR NEW YORK NY 10018 NONE PC SCHOLARSHIPS FOR THE 2022 WORKSHOP FOR MIDDLE EAST PROFESSORS 25500 AMERICAN ISRAEL EDUCATION FOUNDATION INC 251 H STREET NW WASHINGTON DC 20001 NONE PC GENERAL OPERATING SUPPORT 50000 AMERICAN ISRAEL EDUCATION FOUNDATION INC 251 H STREET NW WASHINGTON DC 20001 NONE PC GENERAL SUPPORT 50000 AMERICAN JEWISH COMMITTEE NY 165 EAST 56TH STREET NEW YORK NY 10022 NONE PC GENERAL OPERATING SUPPORT 35000 AMERICAN JEWISH JOINT DISTRIBUTION COMMITTEE INC (JDC) 220 E 42ND STREET SUITE 400 NEW YORK NY 10017 NONE PC UKRAINE EMERGENCY RELIEF 50000 AMHERST COLLEGE TRUSTEES AC 2228 AMHERST MA 01002 NONE PC THE AMHERST ALUMNI FUND 3000 BAY AREA CANCER CONNECTIONS 1511 S CLAREMONT STREET SAN MATEO CA 94402 NONE PC GENERAL SUPPORT 500 COMMUNITY BRIDGES 519 MAIN STREET WATSONVILLE CA 95076 NONE PC THE PAJARO VALLEY FLOOD RELIEF FUND 3600 COMMUNITY FOUNDATION FOR MONTEREY COUNTY 2354 GARDEN ROAD MONTEREY CA 93940 NONE PC THE MONTEREY COUNTY STORM RELIEF FUND 1800 CONGREGATION BETH AM 26790 ARASTRADERO ROAD LOS ALTOS HILLS CA 94022 NONE PC GENERAL SUPPORT 1500 FACING HISTORY AND OURSELVES INC 89 SOUTH STREET SUITE 401 BOSTON MA 02111 NONE PC THE LEADERSHIP CIRCLE 10000 FRIENDS OF ELNET 641 LEXINGTON AVE 20TH FLOOR NEW YORK NY 10022 NONE PC GENERAL SUPPORT 25000 FUENTE LATINA 7300 BISCAYNE BLVD SUITE 200 MIAMI FL 33138 NONE PC GENERAL SUPPORT 60000 HILLEL AT STANFORD PO BOX 20526 STANFORD CA 94309 NONE PC GENERAL SUPPORT 5000 ISRAAID (US) GLOBAL HUMANITARIAN ASSISTANCE INC PO BOX 61227 PALO ALTO CA 94306 NONE PC THE WASH EMERGENCY RESPONSE PROGRAM 25000 ISRAEL ON CAMPUS COALITION PO BOX 34640 WASHINGTON DC 20043 NONE PC GENERAL SUPPORT 50000 ITREK 223 W 38TH ST 1413 NEW YORK NY 10018 NONE PC GENERAL SUPPORT 30000 JERUSALEM FOUNDATION INC 420 LEXINGTON AVE SUITE 1645 NEW YORK NY 10170 NONE PC JERUSALEM PRESS CLUB FOR THE CLIMATE SOLUTIONS TOUR IN ISRAEL 12000 JEWISH COMMUNITY FEDERATION 121 STEUART STREET SAN FRANCISCO CA 94105 NONE PC GENERAL SUPPORT 20000 JEWISH COMMUNITY FEDERATION 121 STEUART STREET SAN FRANCISCO CA 94105 NONE PC THE COMMUNITY SECURITY PROGRAM 50000 JEWISH COMMUNITY RELATIONS COUNCIL 121 STEUART STREET SUITE 301 SAN FRANCISCO CA 94105 NONE PC THE INSTITUTE FOR CURRICULUM SERVICES GENERAL SUPPORT 25000 JEWISH COMMUNITY RELATIONS COUNCIL 121 STEUART STREET SUITE 301 SAN FRANCISCO CA 94105 NONE PC GENERAL OPERATING SUPPORT 50000 JEWISH FAMILY AND CHILDREN'S SERVICES PO BOX 159004 SAN FRANCISCO CA 94115 NONE PC GENERAL SUPPORT 500 JEWISH INSTITUTE FOR NATIONAL SECURITY AFFAIRS 1101 14TH STREET NW SUITE 1030 WASHINGTON DC 20005 NONE PC GENERAL SUPPORT 10000 JEWISH INSTITUTE FOR NATIONAL SECURITY AFFAIRS 1101 14TH STREET NW SUITE 1030 WASHINGTON DC 20005 NONE PC GENERAL OPERATING SUPPORT 10000 KQED INC 2601 MARIPOSA STREET SAN FRANCISCO CA 94110 NONE PC THE SIGNAL SOCIETY 1500 NARAL PRO-CHOICE AMERICA FOUNDATION 1725 EYE STREET NW SUITE 900 WASHINGTON DC 20006 NONE PC GENERAL SUPPORT 500 OSHMAN FAMILY JEWISH COMMUNITY CENTER 3921 FABIAN WAY PALO ALTO CA 94303 NONE PC THE ISRAEL @ 75 COMMUNITY CELEBRATION 1800 OSHMAN FAMILY JEWISH COMMUNITY CENTER 3921 FABIAN WAY PALO ALTO CA 94303 NONE PC THE 2022 Z3 CONFERENCE 2000 PEF ISRAEL ENDOWMENT FUNDS INC 630 THIRD AVENUE 15TH FLOOR NEW YORK NY 10017 NONE PC FOR THE CENTER FOR MEDIA AND DEMOCRACY IN ISRAEL (SHOMRIM) 15000 PEF ISRAEL ENDOWMENT FUNDS INC 630 THIRD AVENUE 15TH FLOOR NEW YORK NY 10017 NONE PC FOR IMPACT SE TO SUPPORT THEIR GENERAL OPERATIONS 50000 PEF ISRAEL ENDOWMENT FUNDS INC 630 THIRD AVENUE 15TH FLOOR NEW YORK NY 10017 NONE PC FOR BEIT BERL COLLEGE IN ISRAEL TO SUPPORT ITS INNOVATION CENTER 65000 PEF ISRAEL ENDOWMENT FUNDS INC 630 THIRD AVENUE 15TH FLOOR NEW YORK NY 10017 NONE PC FOR SIGNAL FOR GENERAL SUPPORT 40000 PALO ALTO COMMUNITY FUND PO BOX 50634 PALO ALTO CA 94303 NONE PC GENERAL SUPPORT 500 PLANNED PARENTHOOD NORTHERN CALIFORNIA 2185 PACHECO STREET CONCORD CA 94520 NONE PC THE ACTS OF COURAGE EVENT 5000 POLICY IMPACT 127 UNIVERSITY AVE BERKELEY CA 94710 NONE PC THE DEMOCRACY FUNDERS NETWORK MEMBERSHIP 500 PROTECT DEMOCRACY PROJECT 2020 PENNSYLVANIA AVENUE NW 163 WASHINGTON DC 20006 NONE PC GENERAL OPERATING SUPPORT 50000 PROTECT DEMOCRACY PROJECT 2020 PENNSYLVANIA AVENUE NW 163 WASHINGTON DC 20006 NONE PC GENERAL SUPPORT 50000 SOCIAL GOOD FUND PO BOX 5473 RICHMOND CA 94805 NONE PC FOR DAYENU: A JEWISH CALL TO CLIMATE ACTION 10000 STANFORD UNIVERSITY PO BOX 20466 STANFORD CA 94309 NONE PC MEDITATION AND MENTAL HEALTH RESEARCH FUND 15000 STANFORD UNIVERSITY PO BOX 20466 STANFORD CA 943090466 NONE PC THE FREEMAN SPOGLI INSTITUTE FOR INTERNATIONAL STUDIES FOR THE VISITING ISRAEL FELLOW PROGRAM 75000 UNIVERSITY OF CALIFORNIA BERKELEY FOUNDATION 1995 UNIVERSITY AVENUE SUITE 400 BERKELEY CA 94704 NONE PC CENTER FOR JEWISH STUDIES, ANTISEMITISM EDUCATION INITIATIVE 15000 UNIVERSITY OF CALIFORNIA BERKELEY FOUNDATION 1995 UNIVERSITY AVENUE SUITE 400 BERKELEY CA 94704 NONE PC HELEN DILLER INSTITUTE FOR JEWISH LAW AND ISRAEL STUDIES AT BERKELEY LAW SCHOOL 20000 WASHINGTON INSTITUTE FOR NEAR EAST POLICY 1111 19TH STREET NW SUITE 500 WASHINGTON DC 20036 NONE PC GENERAL SUPPORT 50000 ZIONESS MOVEMENT 244 FIFTH AVENUE SUITE A205 NEW YORK NY 10001 NONE PC GENERAL SUPPORT 15000 1115200 PEF ISRAEL ENDOWMENT FUNDS INC 630 THIRD AVENUE 15TH FLOOR NEW YORK NY 10017 NONE PC FOR SIGNAL FOR GENERAL SUPPORT 50000 50000 14 1 14 611797 18 916326 0 1528124 0 1528124 0 0 0 0 0 0 0 0 0 0 X X 1 SARA FELDMAN CHARITABLE LEAD TRUST 2625 MIDDLEFIELD ROAD 995 PALO ALTO CA 94306 260518 X 2 JACOB FELDMAN CHARITABLE LEAD TRUST 2625 MIDDLEFIELD ROAD 995 PALO ALTO CA 94306 39671 X IRC SECTION 507(B)(1)(B) STATUS TERMINATION FORM 990PF, PAGE 1, BOX F FELDMAN FOUNDATION CA (THE "FOUNDATION") IS IN A 60-MONTH TERMINATION UNDER SECTION 507(B)(1)(B) STARTING WITH THE TAX YEAR JULY 1, 2022 - JUNE 30, 2023 (TAX YEAR 2022). PLEASE SEE ATTACHED FOR A COPY OF THE IRS LETTER DATED DECEMBER 22, 2022 FOR NOTIFICATION OF THE ADVANCE RULING. NET INVESTMENT INCOME EXCISE TAX FORM 990PF, PART VI THE FOUNDATION IS NOT SUBJECT TO THE NET INVESTMENT INCOME EXCISE TAX FOR THE TAX YEAR JULY 1, 2022 - JUNE 30, 2023 (TAX YEAR 2022) BECAUSE IT IS UNDER AN ADVANCED RULING AND IN A 60-MONTH TERMINATION UNDER SECTION 507(B)(1)(B). THE FOUNDATION HAS ALSO FILED FORM 872-B, CONSENT TO EXTEND THE TIME TO ASSESS MISCELLANEOUS EXCISE TAXES. THEREFORE, THERE IS $0 TAX AND PENALTY DUE WITH THE 2022 FORM 990-PF FILING UNDISTRIBUTED INCOME FORM 990PF, PART XIII BECAUSE THE FOUNDATION IS UNDER THE ADVANCE RULING, THE $1,899,025 IS NOT REQUIRED TO BE TREATED AS UNDISTRIBUTED INCOME AS LONG AS THE FOUNDATION MEETS THE REQUIREMENTS AS A PUBLIC CHARITY DESCRIBED IN SECTION 509(A)(3) TYPE I DURING THE 60-MONTH TERMINATION. DOUBLELINE TOTAL RETURN BOND 2500030 2070757 DWS ALTERNATIVE ASSET ALL PLUS 370712 447613 METROPOLITAN WEST RETURN BOND 3650030 3015526 BG EMERGING MARKETS FUND CLAS 1024407 871811 VANGUARD FTSE DEVELOPED MARKET 4084479 4602391 VANGUARD FTSE EMERGING MARKET 904377 923680 VANGUARD TOTAL STOCK MARKET ET 4966842 9510589 VANGUARD ULTRA ST BND ADMR 1083873 1063413 SEGALL BRYANT & HAMILL 875045 886666 EDGESTREAM NIAS FUND AT COST 723000 999062 ELLIOT INTERNATIONAL LIMITED AT COST 1800630 7533538 PALOMA INTERNATIONAL LIMITED AT COST 1272953 1712218 SENTINEL JUNIOR CAPITAL I, LP AT COST 242943 416588 DELOS INVESTMENT FUND AT COST 2257 50816 DELOS INVESTMENT FUND II AT COST 826540 851176 HONEYSTONE VENTURES AT COST 125000 113429 LONG REACH CAPITAL PARTNERS AT COST 399343 125185 SENTINEL CAPITAL PARTNERS IV, LP AT COST 128676 20524 SENTINEL CAPITAL PARTNERS IV-A, LP AT COST 0 20819 SENTINEL CAPITAL PARTNERS V, LP AT COST 20187 111094 SENTINEL CONTINUATION FUND I, LP AT COST 53373 49835 BRIDGE PARTNERS III AT COST 850068 948000 HG CAPITAL IX AT COST 0 66500 JARGONNANT PARTNERS AT COST 0 724294 ACCOLADE PARTNERS BLOCKCHAIN I AT COST 385640 479664 AKKADIAN VENTURES V LP AT COST 605737 671140 GT PRIVATE EQUITY AT COST 329057 306764 REALIZATION CAPITAL PARTNERS I LP AT COST 369688 872703 REVELATION HEALTHCARE FUND III AT COST 316972 316784 CORDILLERA-ECP CO-INVESTMENT LP AT COST 344354 395451 ITE RAIL 2020 (QD) FUND LP AT COST 919707 1050606 KAYNE ANDERSON RENEWABLE INFRASTRUCTURE PTNS LP AT COST 800000 717383 DAVIS INVESTMENT VENTURES IV-B LP AT COST 495271 683138 CORDILLERA III AT COST 201563 260676 FLOWLY (TAMADE) AT COST 50000 50000 BRYTE, INC. SER A-3 AT COST 100000 99999 BRYTE, INC. SER A-4 AT COST 76003 76003 MAVEN VENTURES IV AT COST 50000 38104 OSTRA CAPITAL PARTNERS AT COST 500000 517670 DAVIS INVESTMENT VENTURES IV-B LP AT COST 49384 37685 LEGAL FEES 19556 0 19556 MEMBERSHIP DUES 2500 0 2500 K-1 OTHER INCOME 102046 K-1 DIVIDENDS AND INT. 71093 FOUNDATION MANAGEMENT FEES 95000 0 71250 PHILANTHROPIC CONSULTING 37000 0 37000 INVESTMENT MANAGEMENT FEES 122937 122937 0 K-1 DEDUCTIONS 0 147102 0 PAYROLL TAXES 4441 0 4441 UNRELATED BUSINESS INCOME TAXES 23614 0 0 FOREIGN TAXES 0 1789 0