2024-04-10T21:53:08-05:00 2023-06-30 990 2022-07-01 943372543 LIBITZKY FAMILY FOUNDATION LIBI 4155126276 121 STEUART STREET SAN FRANCISCO CA 94105 BRIAN MENDEL CONTROLLER 4155126276 2024-04-10 BRIAN MENDEL 999009999 0 2 AAL1 IAL1 2022 2023-04-26 12:10:37Z MOSES LIBITZKY 121 STEUART STREET SAN FRANCISCO CA 94105 6999614 0 X WWW.JEWISHFED.ORG X 1999 CA SUPPORTS CHARITABLE, EDUCATIONAL, & RELIGIOUS PURPOSES OF JEWISH COMM FEDERATION OF SF. 7 6 0 0 0 0 0 0 0 0 820467 689405 0 0 820467 689405 975000 925000 0 0 0 0 0 0 0 888920 129728 1863920 1054728 -1043453 -365323 14136651 14174753 1171201 1083885 12965450 13090868 SUPPORTS CHARITABLE, EDUCATIONAL, & RELIGIOUS PURPOSES OF JEWISH COMM FEDERATION OF SF. 0 0 925000 925000 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. 925000 1 0 0 1 0 0 0 0 0 0 0 1 0 0 1 0 0 1 0 0 0 0 0 0 0 0 0 1 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 1 2 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 X 7 6 1 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 0 0 0 CA X X JEWISH COMMUNITY FEDERATION SAN FRANCISCO 4155126276 121 STEUART STREET SAN FRANCISCO CA 94105 LISA TABAK DIRECTOR, ASSISTANT SECRET 1.00 37.50 X X 0 220159 7080 MOSES LIBITZKY DIRECTOR, PRESIDENT 1.00 X X 0 0 0 SUSAN LIBITZKY DIRECTOR 1.00 X X 0 0 0 NATHAN PETROWSKY DIRECTOR, SECRETARY 1.00 X 0 0 0 ANITA FRIEDMAN DIRECTOR 1.00 X 0 0 0 EILEEN RUBY DIRECTOR 1.00 X 0 0 0 ANDY WASSERMAN DIRECTOR, TREASURER 1.00 X X 0 0 0 0 220159 7080 0 0 1 0 0 903795 903795 6095819 6310209 -214390 -214390 -214390 689405 0 0 689405 925000 925000 9553 9553 27319 27319 10847 10847 ADMINISTRATIVE FEES 81034 81034 BANK FEES 825 825 FILING FEES 150 150 1054728 925000 129728 0 100794 262644 372500 3108263 3715569 10553720 10161159 1374 35381 14136651 14174753 81572 1150000 950000 31854 21201 20459 1171201 1083885 X 12965450 13090868 12965450 13090868 14136651 14174753 X -365323 472754 17987 X 0 1 X 1 0 X X 1 JEWISH COMMUNITY FEDERATION OF SAN FRANCISCO 941156533 7 1 750000 0 1 750000 0 1 0 0 0 0 1 0 0 0 0 0 0 0 0 0 1 0 SCH A PART IV SECTION A LINE 6 THE MISSION OF THE ORGANIZATION IS TO OPERATE EXCLUSIVELY FOR CHARITABLE, EDUCATIONAL OR RELIGIOUS PURPOSES BY CONDUCTING OR SUPPORTING ACTIVITIES FOR THE BENEFIT OF, OR TO CARRY OUT THE PURPOSE OF THE SUPPORTED ORGANIZATION, THE JEWISH COMMUNITY FEDERATION OF SAN FRANCISCO, THE PENINSULA, MARIN AND SONOMA COUNTIES. THE ORGANIZATION MAKES GRANTS TO OTHER PUBLICLY SUPPORTED 501(C)(3) ORGANIZATIONS, WITH THE INTENDED PURPOSE OF ADVANCING THE MISSION OF THE SUPPORTED ORGANIZATION, WHICH IS TO ADDRESS THE PRESSING ISSUES FACING THE JEWISH COMMUNITY. PLEASE REFER TO SCHEDULE I, PART II FOR A LIST OF PUBLICLY SUPPORTED 501(C)(3) ORGANIZATIONS RECEIVING GRANTS FROM THE ORGANIZATION. 125000 125000 800000 925000 163750 40938 0 0 228750 141250 171250 163750 705000 1057500 100000 125000 175000 125000 525000 57188 35313 42813 40938 176252 264378 SCHEDULE C, PART II-B, LINE 1(F) THE FOUNDATION PROVIDED A GRANT TO THE AMERICAN ISRAEL PUBLIC AFFAIRS COMMITTEE AND TO PRO-ISRAEL AMERICA UNITED. THE ORGANIZATIONS ENGAGE IN ADVOCACY ON BEHALF OF ISRAEL REGARDING CRITICAL COMMUNITY RELATIONS MATTERS AND COMMUNITY SERVICES. THIS SUPPORTS THE FOUNDATION'S GOAL OF BUILDING A STRONGER JEWISH COMMUNITY. THE TOTAL GRANTS FOR THE YEAR ENDED JUNE 30, 2023 = $125,000. 0 1754354 C DEED OF TRUST LOANS 8120245 C JEWISH COMMUNITY FEDERATION ENDOWMENT POOL 286560 F 10161159 DUE TO AFFILIATES 20459 20459 1 AMERICAN ISRAEL PUBLIC AFFAIRS COMMITTEE 251 H STREET NW WASHINGTON DC 20001 530217164 501(C)(4) 125000 0 GENERAL SUPPORT DEMOCRATIC MAJORITY FOR ISRAEL 1023 31ST STREET NW SUITE 530 WASHINGTON DC 20007 833298146 501(C)(3) 50000 0 GENERAL SUPPORT JEWISH COMMUNITY FEDERATION 121 STEUART STREET SAN FRANCISCO CA 94105 941156533 501(C)(3) 750000 0 LIBITZKY FAMILY FOUNDATION FUND 2 1 PART I, LINE 2: THE ORGANIZATION ENDEAVORS TO MONITOR ITS GRANTS TO ENSURE THAT SUCH GRANTS ARE USED FOR PROPER PURPOSES AND NOT OTHERWISE DIVERTED FROM THEIR INTENDED USE. THIS IS ACCOMPLISHED BY REQUESTING RECIPIENT ORGANIZATIONS TO AFFIRM THAT FUNDS MUST BE USED SOLELY IN ACCORDANCE WITH THE GRANT REQUEST AND BUDGET ON WHICH THE GRANT WAS BASED AND THAT ANY FUNDS NOT EXPENDED FOR THE STATED PURPOSE ARE TO BE RETURNED TO THE ORGANIZATION. REPORTS ARE REQUESTED FROM TIME TO TIME AS APPROPRIATE. 0 0 0 0 0 0 0 0 0 LISA TABAK DIRECTOR, ASSISTANT SECRET 0 177681 0 41000 0 1478 0 0 0 7080 0 227239 0 14127 FORM 990, PART VI, SECTION A, LINE 2 MOSES AND SUSAN LIBITZKY ARE HUSBAND AND WIFE. NATHAN PETROWSKY IS THE BROTHER-IN-LAW OF MOSES LIBITZKY FORM 990, PART VI, SECTION B, LINE 11B THE FORM 990 IS PREPARED BASED ON AUDITED CONSOLIDATED FINANCIAL STATEMENTS AND WITH THE ASSISTANCE OF THE RELATED PARTY'S FINANCE AND ACCOUNTING STAFF. THE FINAL DRAFT OF THE 990 IS REVIEWED BY THE TREASURER. THE PRESIDENT AND/OR OTHER OFFICERS RECEIVE THE FINAL VERSION OF THE FORM PRIOR TO FILING. FORM 990, PART VI, SECTION B, LINE 12C THE ORGANIZATION REGULARLY AND CONSISTENTLY MONITORS AND ENFORCES COMPLIANCE WITH ITS CONFLICT OF INTEREST POLICY. FOR TRUSTEES AND OFFICERS CONFLICT OF INTEREST POLICY, THE SUPPORTED ORGANIZATION REQUESTS COMPLETION OF AN ANNUAL DISCLOSURE FORM BY JANUARY 31 FOR ALL TRUSTEES AND OFFICERS. THE SUPPORTED ORGANIZATION ENSURES THAT ALL FORMS HAVE BEEN RECEIVED AND PREPARES A SUMMARY OF DISCLOSURES AND FORWARDS THE FORMS AND SUMMARY TO ITS LEGAL COUNSEL. THE SUPPORTED ORGANIZATION'S CFO ALSO RECEIVES A COPY OF THE SUMMARY AND REVIEWS ALL FORMS AND IS RESPONSIBLE FOR ASSURING APPROPRIATE REPORTING TO THE EXTERNAL AUDITORS AND DISCLOSURE IN THE ANNUAL TAX FILINGS. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION IS A PART OF THE JEWISH COMMUNITY FEDERATION, A RELATED PARTY, THAT MAKES ITS CONSOLIDATED AUDITED FINANCIAL STATEMENTS AND FORM 990 FOR THE MOST RECENT THREE YEARS AND CONFLICT OF INTEREST POLICY AVAILABLE TO THE PUBLIC UPON REQUEST. FORM 990, PART XI, LINE 9: PRIOR YEAR TAX REFUND 17,987. FORM 990 (VARIOUS): DUE TO TAX SOFTWARE LIMITATIONS, CERTAIN QUESTIONS THAT SHOULD HAVE BEEN ANSWERED N/A WERE LEFT BLANK AS FOLLOWS: 1) PART IV, QUESTION 20B, 24B, 24C, 24D, 35B 2) PART V, QUESTION 1C, 2B, 3B, 4B, 5C, 6B, 7B, 7D, 7G, 7H, 8, 9A, 9B, 10A, 10B, 11A, 11B, 12A, 12B, 13A, 13B, 13C, 14B 3) PART VI, QUESTION 10B, 16B 4) PART XII, QUESTION 3B 5) SCHEDULE A PART IV QUESTION 3B, 3C, 4B, 4C, 5B, 5C, 10B 6) SCHEDULE J, QUESTION 1B, 2, 9 JEWISH COMMUNITY FEDERATION OF SAN FRANCISCO 121 STEUART STREET SAN FRANCISCO CA 94105 941156533 BUILD, MAINTAIN AND STRENGTHEN JEWISH IDENTITY, COMM AND LIFE CA 501(C)(3) LINE 7 N/A 0 0 1 0 0 0 0 0 0 0 0 0 0 1 1 0 0 0 0 1 JEWISH COMMUNITY FEDERATION OF SAN FRANCISCO B 750000 CASH VALUE JEWISH COMMUNITY FEDERATION OF SAN FRANCISCO M 81034 CASH VALUE JEWISH COMMUNITY FEDERATION OF SAN FRANCISCO S 5642750 CASH VALUE