Shimon Ben Joseph Foundation is a organizations supporting multiple religious nonprofit based in San Francisco, CA that was founded in 2005. As of 2019 they had $29 million in revenue and $1.1 billion in assets.
The Jim Joseph Foundation invests in promising Jewish education grant initiatives. They partner with effective organizations that seek to inspire young people to discover the joy of living vibrant Jewish lives.
Shimon Ben Joseph Foundation makes grants to other organizations, such as $4,000,000 to Birthright Israel Foundation for "Trip Support (2016-2018)"; $2,625,000 to Moishe House for "Scaling and Capacity Building(2019-2022)"; $2,500,000 to Hillel the Foundation for Jewish Campus Life for "Growth and Capacity Building (2015-2020)"; $2,391,746 to Foundation for Jewish Camp (FJC) for "Specialty Camp Incubator Iii"; and $2,000,000 to UpStart Bay Area for "Scaling and Capacity Building (2018-2021)".
EIN:
33-1114104
City:
State:
Website:
Phone:
https://jimjosephfoundat
Facebook:
Twitter:
Founded:
2005
Type:
501(c)(3)
NTEE:
Revenue:
$29,000,382
Assets:
$1,166,777,753
Fiscal year end:
December
Form 990s for Shimon Ben Joseph Foundation
| Fiscal year ending | Date received by IRS | Form | PDF link |
|---|
| 2018-12 | Feb 14, 2020 | 990PF | View PDF |
| 2017-12 | Mar 15, 2019 | 990PF | View PDF |
| 2016-12 | Nov 27, 2017 | 990PF | View PDF |
| 2015-12 | Mar 7, 2017 | 990PF | View PDF |
| 2014-12 | Jan 27, 2016 | 990PF | View PDF |
| ...and three more Form 990 PDFs |
Financials for Shimon Ben Joseph Foundation
| Field | 2018 | 2017 | % Change |
|---|
| Total grants, contributions, etc. | $13,198 | $10,250 | 28.8% |
| Investment income and dividends | $15,622,761 | $16,133,566 | -3.2% |
| Net rental income | $0 | $0 | |
| Net gain from sale of non-inventory assets | $-478,850 | $1,029,988 | -146.5% |
| Gross sales of inventory | $0 | $0 | |
| Miscellaneous revenues | $13,843,273 | $10,330,787 | 34.0% |
| Total revenues | $29,000,382 | $27,504,591 | 5.4% |
| Field | 2018 | 2017 | % Change |
|---|
| Compensation of current officers, etc. | $1,282,655 | $1,248,312 | 2.8% |
| Non-officer salaries and wages | $2,125,758 | $2,625,343 | -19.0% |
| Pension/retirement accruals and contributions | $513,484 | $537,643 | -4.5% |
| Legal fees | $17,100 | $24,610 | -30.5% |
| Accounting fees | $215,734 | $275,573 | -21.7% |
| Other fee-for-service | $2,720,857 | $3,123,597 | -12.9% |
| Interest | $0 | $0 | |
| Depreciation, amortization, etc. | $165,712 | $185,362 | -10.6% |
| Occupancy | $239,024 | $367,879 | -35.0% |
| Travel | $346,949 | $286,855 | 20.9% |
| Office expenses | | | |
| Grants to all govts., orgs., and individuals | $71,526,335 | $59,813,360 | 19.6% |
| All other expenses | $7,481,518 | $14,921,310 | -49.9% |
| Total expenses | $86,646,995 | $83,416,533 | 3.9% |
| Field | 2018 | 2017 | % Change |
|---|
| Cash (non-interest-bearing) | $0 | $0 | |
| Savings, short-term investments, etc. | $25,513,502 | $17,482,863 | 45.9% |
| Accounts receivable | $430,564 | $3,414,907 | -87.4% |
| Pledges and grants receivable | $430,564 | $3,414,907 | -87.4% |
| Loans receivable from officers, directors, etc. | $0 | $0 | |
| Notes and loans receivable | $0 | $0 | |
| Inventories for use | $0 | $0 | |
| Prepaid expenses and deferred charges | $448,398 | $133,985 | 234.7% |
| Investments in government obligations | $0 | $0 | |
| Investments in corporate stock | $537,845,846 | $606,482,484 | -11.3% |
| Investments in corporate bonds | $113,722,793 | $167,223,166 | -32.0% |
| Investments in land, buildings, and equipment | $0 | $0 | |
| Investments in mortgage loans | $0 | $0 | |
| Other types of investments | $235,355,641 | $232,852,702 | 1.1% |
| Buildings, equipment, etc. post-depreciation | $238,855 | $351,787 | -32.1% |
| Other assets | $253,222,154 | $238,105,073 | 6.3% |
| Total assets | $1,166,777,753 | $1,266,046,967 | -7.8% |
| Field | 2018 | 2017 | % Change |
|---|
| Accounts payable and accrued expenses | $511,723 | $478,410 | 7.0% |
| Grants payable | $79,302,031 | $63,959,021 | 24.0% |
| Deferred revenue | $0 | $0 | |
| Loans payable to officers and disqualified persons | $0 | $0 | |
| Secured mortgages and notes payable to unrelated third parties | $0 | $0 | |
| Other liabilities | $26,490,937 | $20,522,424 | 29.1% |
| Total liabilities | $106,304,691 | $84,959,855 | 25.1% |
| Field | 2018 | 2017 | % Change |
|---|
| Unrestricted net assets | $1,060,473,062 | $1,181,087,112 | -10.2% |
| Temporarily restricted net assets | $0 | $0 | |
| Permanently restricted net assets | $0 | $0 | |
Vendors for Shimon Ben Joseph Foundation
| Vendor | Services | Amount paid | Date |
|---|
| WordPress | Content management system software | | 2020-06-16 |
| ████████ ███████ | Marketing software | | 2020-06-16 |
| ████████ ███ ███ | Tax accounting; Audit | $171,524 | 2020-02-14 |
| ██████ █████ ███ | Actuarial services | | 2019-12-31 |
| █████████ ██████████ ███ | Investment Management | $1,175,000 | 2018-12-01 |
| ██████ █████ ████████ | Investment Management | $173,265 | 2018-12-01 |
| ████████ ███ █████████ ███ | Consulting | $167,303 | 2018-12-01 |
| █████ ██████████ ███ | Consulting | $271,145 | 2018-12-01 |
| ...and one more vendors |
Personnel at Shimon Ben Joseph Foundation
| Name | Title | Compensation | Most recent data |
|---|
| Barry Finestone | President and Chief Executive Officer | $605,056 | May 28, 2020 |
| Dawne Bear Novicoff | Chief Operating Officer | $254,662 | May 28, 2020 |
| ████ ███████ | Chief Financial Officer | $314,459 | May 28, 2020 |
| ████ ██████ | Chief Program Officer | $189,180 | May 28, 2020 |
| ███████ ██████ | Director of Finance and Accounting | $175,000 | May 28, 2020 |
| █████ ████ | Director of Information Technology | - | May 28, 2020 |
| ████ ███████ | Human Resources Director | - | May 28, 2020 |
| ██████ █████ | Senior Director , Grants Management and Compliance / Senior Director - Gran | $147,262 | May 28, 2020 |
| ██████ ███████ | Director of Learning and Evaluation / Senior Program Offic | $177,340 | May 28, 2020 |
| ███████ ██████ | Grants Manager | - | May 28, 2020 |
| ...and three more key personnel |
Peer organizations supporting multiple religious organizations
| | Name | Type | Revenue | Location |
|---|
| 1 | Jewish Community Foundation of the Jewish Federation Council of Greater Los Angeles | 501(c)(3) | $105 million | Los Angeles, CA |
| 2 | Jewish Endowment Foundation (JEF) | 501(c)(3) | $7.5 million | Metairie, LA |
| 3 | Jewish Community Foundation of San Diego | 501(c)(3) | $131 million | San Diego, CA |
| 4 | Koret Foundation | 501(c)(3) | $30 million | San Francisco, CA |
| 5 | Friends of Mosdot Goor | 501(c)(3) | $12 million | Brooklyn, NY |
| 6 | Jewish Federations of Canada-UIA | 501(c)(3) | $66 million | Canada, |
| 7 | Nli USA | 501(c)(3) | $18 million | New York, NY |
| 8 | Joy To the World Foundation | 501(c)(3) | $8.0 million | Colorado Springs, CO |
| 9 | David&Barbara B Hirschhorn Foundation | 501(c)(3) | $9.8 million | Baltimore, MD |
| 10 | Max M. and Marjorie S. Fisher Foundation | 501(c)(3) | $17 million | Southfield, MI |
| 11 | Global Generosity | 501(c)(3) | $13 million | Alpharetta, GA |
| 12 | Eden Bridge Foundation | 501(c)(3) | $7.2 million | Lancaster, PA |
| 13 | The Generosity Trust | 501(c)(3) | $30 million | Chattanooga, TN |
| 14 | Helping Hands Ministries | 501(c)(3) | $14 million | Tallulah Falls, GA |
| 15 | Jewish Community Foundation of Orange County (JCFOC) | 501(c)(3) | $17 million | Irvine, CA |
| 16 | Sandler Foundation | 501(c)(3) | $33 million | San Francisco, CA |
| 17 | Ray and Kay Eckstein Charitable Trust | 501(c)(3) | $48 million | Paducah, KY |
| 18 | The Lynch Foundation | 501(c)(3) | $15 million | Boston, MA |
| 19 | Raskob Foundation for Catholic Activities (RFCA) | 501(c)(3) | $21 million | Wilmington, DE |
| 20 | Hidaya Foundation | 501(c)(3) | $7.7 million | Santa Clara, CA |
| 21 | Sonoma Valley Hospital Foundation | 501(c)(3) | $15 million | Sonoma, CA |
| 22 | Orange Coast College Foundation | 501(c)(3) | $11 million | Costa Mesa, CA |
| 23 | The Dream Center Foundation | 501(c)(3) | $20 million | Los Angeles, CA |
| 24 | The Green Foundation | 501(c)(3) | $7.7 million | Pasadena, CA |
| 25 | Tarsadia Foundation | 501(c)(3) | $106 million | Newport Beach, CA |