Welcome to Scribd, the world's digital library. Read, publish, and share books and documents. See more
Download
Standard view
Full view
of .
Look up keyword
Like this
2Activity
0 of .
Results for:
No results containing your search query
P. 1
The Helen Diller Family Foundation Form 990 (2009)

The Helen Diller Family Foundation Form 990 (2009)

Ratings: (0)|Views: 118|Likes:
Published by Ali Abunimah

More info:

Categories:Types, Legal forms
Published by: Ali Abunimah on Jan 26, 2012
Copyright:Attribution Non-commercial

Availability:

Read on Scribd mobile: iPhone, iPad and Android.
download as PDF, TXT or read online from Scribd
See more
See less

08/26/2014

pdf

text

original

 
efileGRAPHICrint-DONOTPROCESSAsFiledData-DLN:93493136068371
Form990
~
OMBNo1545-0047
ReturnofOrganizationExemptFromIncomeTax
2009
ndersection501(c),527,or4947(a)(1)oftheInternalRevenueCode(exceptblacklungbenefittrustorprivatefoundation)
DepartmentoftheTreasuryInternalRevenueService
~Theorganizationmayhavetouseacopyofthisreturntosatisfystatereportingrequirements
OpentoPublicInspection
AForthe2009calendaryearortaxyearbeginning07-01-2009andending06-30-2010
B
CheckIfapplicableCNameoforganizationDEmployeridentificationnumberPleaseTheHelenDillerFamilyFoundationIAddresschangeuseIRS31-1655715labelorDOingBusinessAsETelephonenumberINamechangeprintorIInitialreturntype.See(415)777-0411SpecificNumberandstreet(orPOboxIfmallISnotdeliveredtostreetaddress)
I
Room/suiteInstruc-GGrossreceipts
$
8,701,446ITermmatedtions.121SteuartStreetIAmendedreturnCityortown,stateorcountry,andZIP
+
4IApplicationpendingSanFrancisco,CA941051236FNameandaddressofprincipalofficerH(a)IsthisagroupreturnforHELENDILLERaffiliates?IYes
P-
No121STEUARTSTREETSANFRANCISCO,CA94105H(b)Areallaffiliatesincluded?IYesINoIf"No,"attachalist(seeInstructions)ITax-exemptstatus
P-
501(c)(3)
"'II1II
(Insertno)I4947(a)(1)or1527H(c)Groupexemptionnumber~
J
Website:~N/A
K
Formoforganization
P-
CorporationITrustIASSOCiationOther~LYearofformation1999MStateoflegaldomicileCA
:.F-
i•
Summary
1Brieflydescribetheorganization'smissionormostsignificantactivitiesSUPPORTSCHARITABLE,EDUCATIONALANDRELIGIOUSPURPOSESOFJEWISHCOMMUNITYOFFEDERATIONOFSAN
...
FRANCISCO,THEPENINSULA,MARINANDSONOMACOUNTIES
Q
,..
<is
..
-
~
0
2Checkthisbox~IftheorganizationdiscontinuedItSoperationsordisposedofmorethan25%ofItSnetassets
is
>6
3Numberofvotingmembersofthegoverningbody(PartVI,linela)36
~
4NumberofIndependentvotingmembersofthegoverningbody(PartVI,line1b)45
-l>
~
5Totalnumberofemployees(PartV,line2a)50
~
6Totalnumberofvolunteers(estimateIfnecessary)607aTotaIgrossunrelatedbus
rne
ssrevenuefromPartVIII,column(C),IIne127a0bNetunrelatedbusmesstaxableIncomefromForm990-T,line347b0PriorYearCurrentYear8Contributionsandgrants(PartVIII,linelh)00
(])
=-
9ProgramservIcerevenue(PartVIII,IIne2g)00
c
(])
10InvestmentIncome(PartVIII,column(A),lines3,4,and7d)21,052-6,002,519
:0-
'1.
Q;:
11
Otherrevenue(PartVIII,column(A),lines5,6d,8c,9c,10c,and11e)397,000012Totalrevenue-addlines8through11(mustequalPartVIII,column(A),line12)418,052-6,002,51913GrantsandSimilaramountspaid(PartIX,column(A),lines1-3
)
3,163,0732,142,52914Benefitspaidtoorformembers(PartIX,column(A),line4)0015Salaries,othercompensation,employeebenefits(PartIX,column(A),lines5-
*
10)355,2050
'"
-
16aProfessionalfundraismqfees(PartIX,column(A),linelle)00
a;
~
bTotal
fundraisrnq
expenses(PartIX,column(0),line25)
~O
17Otherexpenses(PartIX,column(A),lineslla-lld,llf-24f)1,582,9241,958,91918TotalexpensesAddlines13-17(mustequalPartIX,column(A),line25)5,101,2024,101,44819RevenuelessexpensesSubtractline18fromline12-4,683,150-10,103,967
3~
BeginningofCurrentEndofYear
~~
Year
q_.<'I:
~~
20Totalassets(PartX,line16)14,905,6972,045,583
ct:'g
21Totalliabilities(PartX,line26)101,747,25398,991,107
zL2
22NetassetsorfundbalancesSubtractline21fromline20-86,841,556-96,945,524
.:.F-T1
i.'.
SignatureBlock
Underpenaltiesofperjury,IdeclarethatIhaveexaminedthisreturn,Includingaccompanyingschedulesandstatements,andtothebestofmyknowledgeandbelief,ItIStrue,correct,andcompleteDeclarationofpreparer(otherthanofficer)ISbasedonallmformationofwhichpreparerhasanyknowledge
Sign
~
******
12011-02-04
Here
SignatureofofficerDate
~
MARKREISBAUMTREASURERTypeorprintnameandtitle
Preparer's~
DateCheckIfPreparer'sidennfvmqnumbersignatureSanderIStadtlerCPAself-(seeInstructions)
Paid
empolyed
·r
Preparer's
Firm'sname(oryours~ROTHSTEINKASS
&
COMPANYLLPEIN
Use
Only
Ifself-employed),address,andZIP
+
4101MontgomeryStreet22ndFIPhoneno
(415)788-6666SanFrancisco,CA94104MaytheIRSdiSCUSSthisreturnWiththepreparershownabove?(seeInstructions)p-YesINoForPrivacActandPaerworkReductionActNoticeseethesearateinstructions.CatNo11282YForm9902009
 
Form990(2009)Page
2
lilMiUi
StatementofProgramServiceAccomplishments
1Brieflydescribetheorganization'smissionTHEFOUNDATIONOPERATESEXCLUSIVELYFORCHARITABLE,EDUCATIONAL,ORRELIGIOUSPURPOSESBYCONDUCTINGORSUPPORTINGACTIVITIESFORTHEBENEFITOF,ORTOCARRYOUTTHEPURPOSESOF,THEJEWISHCOMMUYNITYFEDERATIONOFSANFRANCISCO,THEPENINSULA,MARINANDSONOMACOUNTIESDidtheorganizationundertakeanysignificantprogramservices
durrnq
theyearwhichwerenotlistedonthepriorForm990or990-EZ?
If
"Yes,"describethesenewservicesonSchedule
0
3Didtheorganizationceaseconducting,ormakesignificantchangesInhowItconducts,anyprogram
2
I"
Yes
P-
No
servICes?
I"
Yes
P-
No
If
"Yes,"describethesechangesonSchedule
0
4Describetheexemptpurposeachievementsforeachoftheorganization'sthreelargestprogramservicesbyexpensesSectionSOl(c)(3)andSOl(c)(4)organizationsandsection4947(a)(1)trustsarerequiredtoreporttheamountofgrantsandallocationstoothers,thetotalexpenses,andrevenue,Ifany,foreachprogramservicereported
4a
(Code)(Expenses
$
4,000,991Includinggrantsof
$
2,142,529)(Revenue
$
THEFOUNDATIONMADEGRANTSINSUPPORTOFTHECHARITABLE,EDUCATIONAL,SCIENTIFICORREUGIOUSPURPOSESOFTHEJEWISHCOMMUNITYFEDERATIONOFSANFRANCISCO,THEPENINSULA,MARINANDSONOMACOUNTIES
4b
(Code)(Expenses
$
Includinggrantsof
$
)(Revenue
$
4c
(Code)(Expenses
$
Includinggrantsof
$
)(Revenue
$
4d
Otherprogramservices(DescnbeInSchedule
0)
(Expenses
$
Includinggrantsof
$
)(Revenue
$
4e
Totalprogramservice
expensese-s
4,000,991Form
990
2009
 
Form990(2009)Page
3
YesNo
Yes
1
2
NoNo
3
No
4
5
6
No
7
No
8
No
9
No
10
No
11
No
.~.".ChecklistofRequiredSchedules
1IstheorganizationdescribedInsection501(c)(3)or4947(a)(1)(otherthanaprivatefoundation)?
If
"Yes,"completeScheduleA~
2
IstheorganizationrequiredtocompleteSchedule
B,
ScheduleofContributors?
3
DidtheorganizationengageIndirectorIndirectpoliticalcampaignactivitiesonbehalfoforInoppositiontocandidatesforpublicoffice?
If
"Yes,"completeSchedule
C,
PartI
4Section501(c)(3)organizations.
DidtheorganizationengageIn
lobbv
mqactivities?
If
"Yes,"completeSchedule
C,
PartII
5Section501(c)(4),501(c)(5),and501(c)(6)organizations.
Istheorganizationsubjecttothesection6033(e)noticeandreportingrequirementandproxytax?
If
"Yes,"completeSchedule
C,
PartIII
6
DidtheorganizationmaintainanydonoradvisedfundsoranysimilarfundsoraccountswheredonorshavetherighttoprovideadviceonthedistributionorInvestmentofamountsInsuchfundsoraccounts?
If
"Yes,"completeSchedule0,PartI
7
Didtheorganizationreceiveorholdaconservationeasement,Includingeasementstopreserveopenspace,theenvironment,historiclandareasorhistoricstructures?
If
"Yes,"completeSchedule0,PartII
8
Didtheorganizationmaintaincollectionsofworksofart,historicaltreasures,orothersimilarassets?
If
"Yes,"completeSchedule0,PartIII
9
DidtheorganizationreportanamountInPartX,line21,serveasacustodianforamountsnotlistedInPartX,orprovidecreditcounseling,debtmanagement,creditrepair,ordebtnegotiationservices?
If
"Yes,"completeSchedule0,PartIV
10
Didtheorganization,directlyorthrougharelatedorganization,holdassetsInterm,permanent,or
quasr-
endowments?
If
"Yes,"completeSchedule0,PartV
11
Istheorganization'sanswertoanyofthefollowingquestions"Yes"?
If
so,completeSchedule0,PartsVI,VII,VIII,IX,orXasapplicable.
..Didtheorganizationreportanamountforland,
b
uildmqs,andequipmentInPartX,Ilne10?
If
"Yes,"completeSchedule0,PartVI.
..DidtheorganizationreportanamountforInvestments-other
s
ec
urttre
sInPartX,line12thatIS5%ormoreofItStotalassetsreportedInPartX,line16?
If
"Yes,"completeSchedule0,PartVII.
..DidtheorganizationreportanamountforInvestments-programrelatedInPartX,line13thatIS5%ormoreofItStotalassetsreportedInPartX,line16?
If
"Yes,"completeSchedule0,PartVIII.
..DidtheorganizationreportanamountforotherassetsInPartX,line15thatIS5%ormoreofItStotalassetsreportedInPartX,IIne16?
If
"Yes,"completeSchedule0,PartIX.
..Didtheorga
ruzation
reportanamountforother
habihtre
sInPartX,line25?
If
"Yes,"completeSchedule0,PartX.
..Didtheorganization'sseparateorconsolidatedfinancialstatementsforthetaxyearIncludeafootnotethataddressestheorganization'sliabilityforuncertaintaxpositionsunderFIN48?
If
"Yes,"completeSchedule0,Part
X.
12
Didtheorganizationobtainseparate,Independentauditedfinancialstatementsforthetaxyear?
If
"Yes,"complete
No
Schedule0,PartsXI,XII,andXIII
r---r_+--1-2-t----1L...---
12A
WastheorganizationIncludedInconsolidated,Independentauditedfinancialstatementsforthetaxyear?
YesNo
If
"Yes,"completingSchedule0,PartsXI,XII,andXIII
IS
optional
13
IstheorganizationaschooldescribedInsection170(b)(1)(A)(II)?
If
"Yes,"completeScheduleE
I12A
Yes
14a
Didtheorganizationmaintainanoffice,employees,oragentsoutsideoftheUnitedStates?
b
Didtheorganizationhaveaggregaterevenuesorexpensesofmorethan
$10,000
from
qrantrnakmq,
fundraising,business,andprogramserviceactivitiesoutsidetheUnitedStates?
If"Yes,"completeScheduleF,PartI
15
DidtheorganizationreportonPartIX,column(A),line3,morethan$5,000ofgrantsorassistancetoanyorganizationorentitylocatedoutsidetheUS?
If
"Yes,"completeSchedule
F,
PartII
16
DidtheorganizationreportonPartIX,column(A),line3,morethan$5,000ofaggregategrantsorassistanceto
mdrvrduals
locatedoutsidetheUS?
If
"Yes,"completeSchedule
F,
PartIII
17
Didtheorganizationreportatotalofmorethan$15,000,ofexpensesforprofessional
fundrars
mqservicesonPartIX,column(A),lines6and11e?
If
"Yes,"completeSchedule
G,
PartI
18
Didtheorganizationreportmorethan$15,000total
offundrars
mqeventgrossIncomeandcontributionsonPartVIII,lines1cand8a?
If
"Yes,"completeSchedule
G,
PartII
19
Didtheorganizationreportmorethan$15,000ofgrossIncomefromgamingactivitiesonPartVIII,line9a?
If
"Yes,"completeSchedule
G,
PartIII
20
Didtheorganizationoperateoneormorehospitals?
If
"Yes,"completeScheduleH
13
No
14a
No
14b
No
15
No
16
No
17
No
18
No
19
NoNo
20
Form
990
2009

Activity (2)

You've already reviewed this. Edit your review.
1 thousand reads
1 hundred reads

You're Reading a Free Preview

Download
scribd
/*********** DO NOT ALTER ANYTHING BELOW THIS LINE ! ************/ var s_code=s.t();if(s_code)document.write(s_code)//-->