Welcome to Scribd, the world's digital library. Read, publish, and share books and documents. See more
Download
Standard view
Full view
of .
Save to My Library
Look up keyword
Like this
1Activity
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: 955|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

01/26/2012

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

You're Reading a Free Preview

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