Jewish Community Federation Of S F Marin Peninsula & Sonoma Counties in San Francisco, California (CA)

Jewish Community Federation Of S F Marin Peninsula & Sonoma Counties
Employer Identification Number (EIN)	941156533
Name of Organization	Jewish Community Federation Of S F Marin Peninsula & Sonoma Counties
Address	121 Steuart St, San Francisco, CA 94105-1236
Activities	Gifts, grants, or loans to other organizations
Subsection	Charitable Organization
Ruling Date	04/1938
Deductibility	Contributions are deductible
Foundation	Organization which receives a substantial part of its support from a governmental unit or the general public
Organization	Corporation
Exempt Organization Status	Unconditional Exemption
Tax Period	06/2013
Assets	$50,000,000 to greater
Income	$50,000,000 to greater
Filing Requirement	990 (all other) or 990EZ return
Asset Amount	$745,216,712
Amount of Income	$192,129,176
Form 990 Revenue Amount	$136,011,703
National Taxonomy of Exempt Entities (NTEE)	Philanthropy, Voluntarism and Grantmaking Foundations: Fund Raising Organizations That Cross Categories

Non-representatives - add comments:

Financial snapshot ($)

Revenue for 2013

Assets at the end of 2013

Functional expenses for 2013

Support schedule

	2012	2013
Checklist
Is the organization described in section 501(c)(3) or 4947(a)(1) (other than a private foundation)?	Yes	Yes
Is the organization required to complete Schedule B, Schedule of Contributors?	Yes	Yes
Did the organization engage in direct or indirect political campaign activities on behalf of or in opposition to candidates for public office?	No	No
Did the organization engage in lobbying activities, or have a section 501(h) election in effect during the tax year?	Yes	Yes
Is the organization a section 501(c)(4), 501(c)(5), or 501(c)(6) organization that receives membership dues, assessments, or similar amounts as defined in Revenue Procedure 98-19?	No	No
Did the organization maintain any donor advised funds or any similar funds or accounts for which donors have the right to provide advice on the distribution or investment of amounts in such funds or accounts?	Yes	Yes
Did the organization receive or hold a conservation easement, including easements to preserve open space, the environment, historic land areas, or historic structures?	No	No
Did the organization maintain collections of works of art, historical treasures, or other similar assets?	Yes	Yes
Did the organization report an amount for escrow or custodial account liability; serve as a custodian or provide credit counseling, debt management, credit repair, or debt negotiation services?	Yes	Yes
Did the organization, directly or through a related organization, hold assets in temporarily restricted endowments, permanent endowments, or quasi-endowments?	Yes	Yes
Did the organization report an amount for land, buildings, and equipment?	Yes	Yes
Did the organization report an amount for investments-other securities that is 5% or more of its total assets?	Yes	Yes
Did the organization report an amount for investments-program related that is 5% or more of its total assets?	No	No
Did the organization report an amount for other assets that is 5% or more of its total assets?	No	No
Did the organization report an amount for other liabilities?	Yes	Yes
Did the organization's separate or consolidated financial statements for the tax year include a footnote that addresses the organization's liability for uncertain tax positions under FIN 48 (ASC 740)?	No	No
Did the organization obtain separate, independent audited financial statements for the tax year?	No	No
Was the organization included in consolidated, independent audited financial statements for the tax year?	Yes	Yes
Is the organization a school described in section 170(b)(1)(A)(ii)?	No	No
Did the organization maintain an office, employees, or agents outside of the United States?	No	No
Did the organization have aggregate revenues or expenses of more than $10,000 from grantmaking, fundraising, business, investment, and program service activities outside the United States, or aggregate foreign investments valued at $100,000 or more?	Yes	Yes
Did the organization report more than $5,000 of grants or other assistance to or for any foreign organization?	Yes	Yes
Did the organization report more than $5,000 of aggregate grants or other assistance to or for foreign individuals?	No	No
Did the organization report a total of more than $15,000 of expenses for professional fundraising services?	Yes	Yes
Did the organization report more than $15,000 total of fundraising event gross income and contributions?	No	No
Did the organization report more than $15,000 of gross income from gaming activities?	No	No
Did the organization operate one or more hospital facilities?	No	No
Did the organization attach a copy of its audited financial statements?	No	No
Did the organization report more than $5,000 of grants or other assistance to any domestic organization or domestic government?	Yes	Yes
Did the organization report more than $5,000 of grants or other assistance to or for domestic individuals?	Yes	Yes
Did the organization answer 'Yes' about compensation of the organization's current and former officers, directors, trustees, key employees, and highest compensated employees?	Yes	Yes
Did the organization have a tax-exempt bond issue with an outstanding principal amount of more than $100,000 as of the last day of the year, that was issued after December 31, 2002?	No	No
Did the organization invest any proceeds of tax-exempt bonds beyond a temporary period exception?	No	No
Did the organization maintain an escrow account other than a refunding escrow at any time during the year to defease any tax-exempt bonds?	No	No
Did the organization act as an 'on behalf of' issuer for bonds outstanding at any time during the year?	No	No
Did the organization engage in an excess benefit transaction with a disqualified person during the year?	No	No
Is the organization aware that it engaged in an excess benefit transaction with a disqualified person in a prior year, and that the transaction has not been reported on any of the organization's prior Forms 990 or 990-EZ?	No	No
Did the organization report any amount for receivables from or payables to any current or former officers, directors, trustees, key employees, highest compensated employees, or disqualified persons?	No	No
Did the organization provide a grant or other assistance to an officer, director, trustee, key employee, substantial contributor or employee thereof, a grant selection committee member, or to a 35% controlled entity or family member of any of these persons?	No	No
Was the organization a party to a business transaction with one of the following parties
A current or former officer, director, trustee, or key employee?	No	No
A family member of a current or former officer, director, trustee, or key employee?	No	No
An entity of which a current or former officer, director, trustee, or key employee (or a family member thereof) was an officer, director, trustee, or direct or indirect owner?	No	No
Did the organization receive more than $25,000 in non-cash contributions?	Yes	Yes
Did the organization receive contributions of art, historical treasures, or other similar assets, or qualified conservation contributions?	No	No
Did the organization liquidate, terminate, or dissolve and cease operations?	No	No
Did the organization sell, exchange, dispose of, or transfer more than 25% of its net assets?	No	No
Did the organization own 100% of an entity disregarded as separate from the organization under Regulations sections 301.7701-2 and 301.7701-3?	Yes	Yes
Was the organization related to any tax-exempt or taxable entity?	Yes	Yes
Did the organization have a controlled entity within the meaning of section 512(b)(13)?	No	No
Did the organization make any transfers to an exempt non-charitable related organization?	No	No
Did the organization conduct more than 5% of its activities through an entity that is not a related organization and that is treated as a partnership for federal income tax purposes?	No	No

	2011	2012	2013
Statements Regarding Other IRS Filings and Tax Compliance
The number reported in Box 3 of Form 1096		185	116
The number of Forms W-2G		0	0
Did the organization comply with backup withholding rules for reportable payments to vendors and reportable gaming (gambling) winnings to prize winners?		Yes	Yes
The number of employees reported on Form W-3, Transmittal of Wage and Tax Statements, filed for the calendar year ending with or within the year covered by this return		117	127
Did the organization file all required federal employment tax returns?		Yes	Yes
Did the organization have unrelated business gross income of $1,000 or more during the year?	Yes	Yes	Yes
Has it filed a Form 990-T for this year?		Yes	Yes
At any time during the calendar year, did the organization have an interest in, or a signature or other authority over, a financial account in a foreign country (such as a bank account, securities account, or other financial account)?		No	No
Was the organization a party to a prohibited tax shelter transaction at any time during the tax year?		No	No
Did any taxable party notify the organization that it was or is a party to a prohibited tax shelter transaction?		No	No
Did the organization file Form 8886-T?		No	No
Does the organization have annual gross receipts that are normally greater than $100,000, and did the organization solicit any contributions that were not tax deductible as charitable contributions?		No	No
Did the organization include with every solicitation an express statement that such contributions or gifts were not tax deductible?		No	No
Did the organization receive a payment in excess of $75 made partly as a contribution and partly for goods and services provided to the payor?		No	No
Did the organization notify the donor of the value of the goods or services provided?		No	No
Did the organization sell, exchange, or otherwise dispose of tangible personal property for which it was required to file Form 8282?		No	No
Did the organization receive any funds, directly or indirectly, to pay premiums on a personal benefit contract?		No	No
Did the organization, during the year, pay premiums, directly or indirectly, on a personal benefit contract?		No	No
If the organization received a contribution of qualified intellectual property, did the organization file Form 8899 as required?		No	No
If the organization received a contribution of cars, boats, airplanes, or other vehicles, did the organization file a Form 1098-C?		No	No
Did a donor advised fund maintained by the sponsoring organization have excess business holdings at any time during the year?		No	No
Did the sponsoring organization make any taxable distributions under section 4966?		No	No
Did the sponsoring organization make a distribution to a donor, donor advisor, or related person?		No	No
Initiation fees and capital contributions	$0	$0	$0
Gross receipts for public use of club facilities	$0	$0	$0
Gross income from members or shareholders	$0	$0	$0
Gross income from other sources	$0	$0	$0
Is the organization filing Form 990 in lieu of Form 1041?		No	No
The amount of tax-exempt interest received or accrued during the year		$0	$0
Is the organization licensed to issue qualified health plans in more than one state?		No	No
The amount of reserves the organization is required to maintain by the states in which the organization is licensed to issue qualified health plans		$0	$0
The amount of reserves on hand		$0	$0
Did the organization receive any payments for indoor tanning services during the tax year?		No	No
Has it filed a Form 720 to report these payments?		No	No

	2012	2013
Compensation of Officers, Directors, Trustees, Key Employees, Highest Compensated Employees, and Independent Contractors
Officers, Directors, Trustees, Key Employees, and Highest Compensated Employees
Total reportable compensation from the organization	$2,369,713	$2,559,844
Total reportable compensation from related organizations	$0	$0
Total estimated amount of other compensation from the organization and related organizations	$183,691	$161,344
Total number of individuals who received more than $100,000 of reportable compensation from the organization	13	13
Total number of independent contractors who received more than $100,000 of compensation from the organization	6	2

	2011	2012	2013
Statement of Revenue
Total revenue	$134,410,187	$99,552,932	$136,011,703
Contributions, Gifts, Grants and Other Similar Amounts	$115,581,166	$88,444,625	$104,223,664
Program Service Revenue	$1,379,148	$1,219,477	$1,218,771
561000		$1,219,477	$1,218,771
All other program service revenue		$0	$0
Other Revenue
Investment income (including dividends, interest, and other similar amounts)	$6,759,785	$9,511,423	$9,467,998
Income from investment of tax-exempt bond proceeds	$0	$0	$0
Royalties	$0	$0	$0
Net rental income	$136,451	$119,989	$165,323
Gross rents (Real / Personal)	$136,451 / $0	$119,989 / $0	$165,323 / $0
Less: rental expenses (Real / Personal)	$0 / $0	$0 / $0	$0 / $0
Rental income or (loss) (Real / Personal)	$136,451 / $0	$119,989 / $0	$165,323 / $0
Net gain/loss from sales of assets other than inventory	$3,015,018	$-1,957,317	$9,498,631
Gross amount from sales of assets other than inventory (Securities / Other)	$148,443,300 / $0	$59,681,786 / $0	$65,616,104 / $0
Less: cost or other basis and sales expenses (Securities / Other)	$145,428,282 / $0	$61,639,103 / $0	$56,117,473 / $0
Gain or (loss) (Securities / Other)	$3,015,018 / $0	$-1,957,317 / $0	$9,498,631 / $0
Net income/loss from fundraising events	$0	$0	$0
Net income/loss from gaming activities	$0	$0	$0
Net income/loss from sales of inventory	$0	$0	$0
Miscellaneous Revenue	$7,538,619	$2,214,735	$11,437,316
900099		$1,844,429	$11,088,648
Lessors of Other Real Estate Property		$253,775	$238,488
900099		$116,531	$110,180
All other revenue		$0	$0

	2011	2012	2013
Statement of Functional Expenses
Total functional expenses	$74,976,598	$134,027,819	$97,774,291
Grants and other assistance to domestic organizations and domestic governments		$95,259,953	$75,507,581
Grants and other assistance to domestic individuals		$111,719	$67,973
Grants and other assistance to foreign organizations, foreign governments, and foreign individuals		$2,210,662	$807,402
Benefits paid to or for members		$0	$0
Compensation of current officers, directors, trustees, and key employees	$1,474,809	$2,155,032	$1,776,807
Compensation not included above, to disqualified persons		$0	$0
Other salaries and wages	$6,565,663	$7,364,423	$7,910,120
Pension plan accruals and contributions		$406,071	$461,030
Other employee benefits		$559,144	$937,183
Payroll taxes	$460,390	$456,577	$530,961
Fees for services (non-employees)
Management		$29,700	$29,700
Legal		$16,517	$197,199
Accounting		$1,211,449	$460,404
Lobbying		$0	$0
Professional fundraising services	$11,986	$13,061	$10,742
Investment management fees		$1,162,330	$1,290,653
Other		$316,418	$27,054
Advertising and promotion		$279,873	$358,707
Office expenses		$733,123	$1,071,642
Information technology		$281,491	$299,440
Royalties		$0	$0
Occupancy		$897,442	$885,006
Travel		$215,188	$426,322
Payments of travel or entertainment expenses for any federal, state, or local public officials		$0	$0
Conferences, conventions, and meetings		$267,106	$454,914
Interest		$0	$0
Payments to affiliates		$0	$0
Depreciation, depletion, and amortization		$301,606	$337,846
Insurance		$158,834	$407,387
Other expenses		$16,878,932	$1,107,720
Other expenses		$2,066,183	$819,934
Other expenses		$382,605	$780,913
Other expenses		$120,003	$371,463
Other expenses		$172,377	$438,188

	2011	2012	2013
Balance Sheet
Total assets	$712,183,897	$675,137,451	$745,216,712
Cash - non-interest-bearing		$0	$0
Savings and temporary cash investments		$94,917,480	$118,318,552
Pledges and grants receivable, net		$15,843,840	$17,178,464
Accounts receivable, net		$1,980,045	$1,978,910
Loans and other receivables from current and former officers, directors, trustees, key employees, and highest compensated employees		$0	$0
Loans and other receivables from other disqualified persons, persons described in section 4958(c)(3)(B), and contributing employers and sponsoring organizations of section 501(c)(9) voluntary employees' beneficiary organizations		$0	$0
Notes and loans receivable, net		$1,525,000	$1,525,000
Inventories for sale or use		$0	$0
Prepaid expenses and deferred charges		$130,878	$189,859
Land, buildings, and equipment: cost or other basis		$1,543,355	$1,674,451
Investments - publicly traded securities		$364,243,358	$392,651,043
Investments - other securities		$181,494,910	$201,952,707
Investments - program-related		$0	$0
Intangible assets		$0	$0
Other assets		$13,458,585	$9,747,726
Total liabilities	$107,372,099	$116,476,733	$103,459,933
Accounts payable and accrued expenses		$40,748,105	$30,548,247
Grants payable		$13,204,554	$10,173,100
Deferred revenue		$4,908,599	$3,294,147
Tax-exempt bond liabilities	$0	$0	$0
Escrow or custodial account liability		$48,184,224	$49,305,161
Loans and other payables to current and former officers, directors, trustees, key employees, highest compensated employees, and disqualified persons		$0	$0
Secured mortgages and notes payable to unrelated third parties	$0	$0	$0
Unsecured notes and loans payable to unrelated third parties	$0	$0	$0
Other liabilities (including federal income tax, payables to related third parties, and other liabilities)		$9,431,251	$10,139,278
Total net assets or fund balances	$604,811,798	$558,660,718	$641,756,779
Unrestricted net assets		$435,805,632	$511,054,463
Temporarily restricted net assets		$84,145,547	$88,676,879
Permanently restricted net assets		$38,709,539	$42,025,437
Capital stock or trust principal, or current funds		$0	$0
Paid-in or capital surplus, or land, building, or equipment fund		$0	$0
Retained earnings, endowment, accumulated income, or other funds	$0	$0	$0

Reason for Public Charity Status (for 2013)
The organization is not a private foundation because it is:	An organization that normally receives a substantial part of its support from a governmental unit or from the general public described in section 170(b)(1)(A)(vi)
Number of organizations supported	0
Sum of amounts of support	$0

	2009 - 2013 Total
Support Schedule for Organizations Described in Sections 170(b)(1)(A)(iv) and 170(b)(1)(A)(vi) (for 2009 - 2013)
Public Support	$383,333,667
Subtotal Support	$433,855,750
Gifts, grants, contributions, and membership fees received	$433,855,750
Tax revenues levied for the organization's benefit and either paid to or expended on its behalf	$0
The value of services or facilities furnished by a governmental unit to the organization without charge	$0
The portion of total contributions by each person (other than a governmental unit or publicly supported organization) that exceeds 2% of the total support	$50,522,083
Total Support	$507,687,411
Public Support	$433,855,750
Gross income from interest, dividends, payments received on securities loans, rents, royalties and income from similar sources	$47,085,063
Net income from unrelated business activities, whether or not the business is regularly carried on	$0
Other income. Do not include gain or loss from the sale of capital assets	$26,746,598
Gross receipts from related activities, etc.	$0

	2000	2001	2002	2003	2004	2005	2006	2007
Revenue, Expenses, and Changes in Net Assets or Fund Balances
Total revenue	$100,712,740	$68,166,803	$62,742,414	$80,340,266	$112,783,376	$91,735,249	$220,578,254	$157,673,132
Contributions, gifts, grants, and similar amounts received	$67,970,555	$58,747,183	$56,710,372	$70,725,509	$67,765,291	$63,132,909	$167,241,124	$119,033,762
Contributions to donor advised funds							$139,588,144	$83,083,534
Direct public support	$59,110,908	$52,418,046	$48,815,198	$64,673,089	$59,956,175	$58,636,273	$23,844,804	$28,455,900
Indirect public support	$8,859,647	$6,329,137	$7,895,174	$6,052,420	$7,809,116	$4,496,636	$3,808,176	$7,494,328
Government contributions (grants)	$0	$0	$0	$0	$0	$0	$0	$0
Program service revenue including government fees and contracts	$0	$0	$0	$0	$0	$0	$0	$0
Membership dues and assessments	$0	$0	$0	$0	$0	$0	$0	$0
Interest on savings and temporary cash investments	$511,482	$293,250	$171,244	$134,565	$144,767	$232,924	$581,058	$669,074
Dividends and interest from securities	$14,741,567	$10,641,815	$7,333,836	$6,302,517	$8,526,958	$17,048,657	$19,259,856	$26,314,498
Net rental income or (loss)	$-422,243	$-1,100,504	$-1,294,110	$-1,036,557	$-253,685	$-52,500	$-177,636	$155,783
Gross rents	$1,616,263	$1,906,372	$1,730,608	$1,859,536	$2,113,388	$2,137,468	$2,102,155	$155,783
Less: rental expenses	$2,038,506	$3,006,876	$3,024,718	$2,896,093	$2,367,073	$2,189,968	$2,279,791	$0
Other investment income	$75,931	$57,299	$151,544	$75,196	$2,628	$148,359	$3,693,682	$4,097,771
Gain or (loss) from sales of assets other than inventory	$16,212,282	$-821,944	$-978,388	$3,179,260	$35,811,691	$10,662,247	$29,381,319	$6,890,698
Gross amount from sales of assets other than inventory	$397,782,165	$146,807,309	$346,262,974	$241,090,257	$100,693,061	$115,886,489	$216,962,122	$99,506,166
Less: cost or other basis and sales expenses	$381,569,883	$147,629,253	$347,241,362	$237,910,997	$64,881,370	$105,224,242	$187,580,803	$92,615,468
Net income or (loss) from special events and activities	$0	$0	$0	$0	$0	$0	$0	$0
Gross revenue	$0	$0	$0	$0	$0	$0	$0	$0
Less: direct expenses other than fundraising expenses	$0	$0	$0	$0	$0	$0	$0	$0
Gross profit or (loss) from sales of inventory	$0	$0	$0	$0	$0	$0	$0	$0
Gross sales of inventory, less returns and allowances	$0	$0	$0	$0	$0	$0	$0	$0
Less: cost of goods sold	$0	$0	$0	$0	$0	$0	$0	$0
Other revenue	$1,623,166	$349,704	$647,916	$959,776	$785,726	$562,653	$598,851	$511,546
Total expenses	$70,018,414	$66,921,226	$74,121,314	$67,030,748	$65,420,993	$67,128,930	$72,455,968	$101,123,729
Program services	$64,922,566	$60,257,394	$68,489,256	$61,835,300	$60,080,602	$59,082,059	$62,950,872	$93,386,076
Management and general	$1,681,632	$2,201,638	$1,809,914	$1,894,785	$2,141,760	$4,087,634	$4,876,403	$2,846,760
Fundraising	$3,414,216	$4,462,194	$3,822,144	$3,300,663	$3,198,630	$3,959,237	$4,628,693	$4,890,893
Payments to affiliates	$0	$0	$0	$0	$0	$0	$0	$0
Net assets or fund balances at end of year	$359,510,701	$336,915,235	$323,702,382	$365,283,616	$421,949,260	$456,084,343	$594,651,218	$584,247,107
Excess or (deficit) for the year	$30,694,326	$1,245,577	$-11,378,900	$13,309,518	$47,362,383	$24,606,319	$148,122,286	$56,549,403
Net assets or fund balances at beginning of year	$350,111,110	$359,510,701	$336,915,235	$323,702,382	$365,283,616	$421,949,260	$456,084,343	$594,651,218
Other changes in net assets or fund balances	$-21,294,735	$-23,841,043	$-1,833,953	$28,271,716	$9,303,261	$9,528,764	$-9,555,411	$-66,953,514

	Total	Program services	Management and general	Fundraising
Statement of Functional Expenses (for 2007)
Total functional expenses	$101,123,729	$93,386,076	$2,846,760	$4,890,893
Grants paid from donor advised funds		$48,057,701
Other grants and allocations		$33,116,327
Specific assistance to individuals		$65,648
Benefits paid to or for members		$0
Compensation of current officers, directors, key employees, etc.	$914,158	$574,205	$78,451	$261,502
Compensation of former officers, directors, key employees, etc.	$0	$0	$0	$0
Compensation and other distributions, not included above, to disqualified persons (as defined under section 4958(f)(1)) and persons described in section 4958(c)(3)(B)	$0	$0	$0	$0
Salaries and wages of employees not included above	$8,557,484	$5,375,167	$734,381	$2,447,936
Pension plan contributions not included above	$412,958	$239,339	$40,066	$133,553
Employee benefits not included above	$511,245	$298,926	$48,997	$163,322
Payroll taxes	$749,066	$439,856	$71,356	$237,854
Professional fundraising fees	$25,823	$0	$0	$25,823
Accounting fees	$137,008	$99,636	$37,372	$0
Legal fees	$126,565	$123,423	$3,142	$0
Supplies	$170,681	$79,600	$21,206	$69,875
Telephone	$178,180	$72,255	$24,444	$81,481
Postage and shipping	$153,742	$84,650	$16,101	$52,991
Occupancy	$1,028,446	$58,885	$903,101	$66,460
Equipment rental and maintenance	$199,726	$75,897	$28,576	$95,253
Printing and publications	$266,531	$194,212	$16,689	$55,630
Travel	$751,098	$641,603	$25,268	$84,227
Conferences, conventions, and meetings	$535,148	$377,504	$36,444	$121,200
Interest	$49,165	$49,165	$0	$0
Depreciation, depletion, etc.	$677,202	$121,882	$403,527	$151,793
Other expenses not covered above	$4,439,827	$3,240,195	$357,639	$841,993

	2000	2001	2002	2003	2004	2005	2006	2007
Balance Sheets
Total assets	$415,061,931	$391,389,729	$380,323,583	$424,652,712	$486,075,962	$516,499,531	$672,699,732	$666,455,898
Cash - non-interest-bearing	$0	$0	$0	$0	$0	$0	$0	$0
Savings and temporary cash investments	$11,416,117	$16,401,178	$33,805,670	$81,647,635	$122,469,297	$107,164,920	$141,949,023	$134,336,203
Accounts receivable less allowance for doubtful accounts	$1,866,625	$2,702,208	$2,430,022	$2,043,340	$511,028	$773,452	$1,975,240	$4,416,833
Pledges receivable less allowance for doubtful accounts	$14,496,776	$16,050,598	$14,290,651	$14,034,628	$12,071,800	$13,465,722	$14,601,008	$19,002,039
Grants receivable	$0	$0	$0	$0	$0	$0	$0	$0
Receivables from current and former officers, directors, trustees, and key employees	$75,000	$165,000	$165,000	$100,000	$100,000	$100,000	$0	$0
Receivables from other disqualified persons (as defined under section 4958(f)(1)) and persons described in section 4958(c)(3)(B)							$0	$0
Other notes and loans receivable less allowance for doubtful accounts	$551,000	$435,000	$459,255	$316,403	$188,551	$1,025,000	$2,025,000	$1,025,000
Inventories for sale or use	$0	$0	$0	$0	$0	$0	$0	$0
Prepaid expenses and deferred charges	$88,805	$167,328	$358,112	$400,934	$475,410	$424,111	$224,133	$201,284
Investments - publicly-traded securities							$490,135,432	$482,500,568
Investments - other securities	$342,769,050	$311,905,965	$283,331,097	$285,169,307	$303,494,918	$347,603,237	$0	$0
Investments - land, buildings, and equipment less accumulated depreciation	$27,411,303	$27,134,544	$26,912,399	$26,418,653	$25,923,734	$25,297,214	$0	$0
Investments - other	$3,501,802	$3,715,221	$5,710,483	$6,692,117	$8,889,942	$8,469,720	$8,103,107	$9,756,531
Land, buildings, and equipment less accumulated depreciation	$3,703,537	$3,741,203	$3,179,882	$2,793,442	$2,520,498	$2,348,054	$2,306,217	$1,992,179
Other assets, including program-related investments	$9,181,916	$8,971,484	$9,681,012	$5,036,253	$9,430,784	$9,828,101	$11,380,572	$13,225,261
Total liabilities	$55,551,230	$54,474,494	$56,621,201	$59,369,096	$64,126,702	$60,415,188	$78,048,514	$82,208,791
Accounts payable and accrued expenses	$2,177,160	$2,398,488	$1,843,720	$2,325,665	$2,441,285	$2,258,017	$3,221,756	$3,175,898
Grants payable	$31,909,583	$29,436,085	$29,115,076	$28,139,487	$28,071,551	$30,386,087	$28,245,971	$28,797,472
Deferred revenue	$4,233,283	$4,431,744	$3,174,146	$4,938,425	$4,730,930	$4,963,781	$4,760,111	$4,586,476
Loans from officers, directors, trustees, and key employees	$0	$0	$0	$0	$0	$0	$0	$0
Tax-exempt bond liabilities	$0	$0	$0	$0	$0	$0	$0	$0
Mortgages and other notes payable	$14,000,000	$14,000,000	$14,000,000	$14,000,000	$14,000,000	$0	$0	$0
Other liabilities	$3,231,204	$4,208,177	$8,488,259	$9,965,519	$14,882,936	$22,807,303	$41,820,676	$45,648,945
Total liabilities and net assets/fund balances	$415,061,931	$391,389,729	$380,323,583	$424,652,712	$486,075,962	$516,499,531	$672,699,732	$666,455,898
Total net assets or fund balances	$359,510,701	$336,915,235	$323,702,382	$365,283,616	$421,949,260	$456,084,343	$594,651,218	$584,247,107

	2000	2001	2002	2003	2004	2005	2006	2007
Reconciliation of Revenue per Audited Financial Statements With Revenue per Return
Total revenue	$100,712,740	$68,166,801	$62,742,414	$80,340,266	$112,783,376	$91,735,249	$220,578,254	$157,673,132
Total revenue, gains, and other support per audited financial statements	$81,456,511	$47,332,634	$65,033,190	$111,508,075	$119,719,564	$99,074,045	$234,363,201	$-169,036,000
Other expenses	$-19,256,229	$-20,834,167	$2,290,776	$31,167,809	$9,303,261	$9,528,764	$16,064,738	$-66,953,514
Net unrealized gains on investments	$-21,294,735	$-23,841,043	$-733,942	$28,271,716	$9,303,261	$9,528,764	$16,079,738	$-66,953,514
Donated services and use of facilities	$0	$0	$0	$0	$0	$0	$0	$0
Recoveries of prior year grants	$0	$0	$0	$0	$0	$0	$0	$0
Other	$2,038,506	$3,006,876	$3,024,718	$2,896,093	$0	$0	$-15,000	$0
Other revenue	$0	$0	$0	$0	$2,367,073	$2,189,968	$2,279,791	$259,755,618
Investment expenses	$0	$0	$0	$0	$0	$0	$0	$0
Other	$0	$0	$0	$0	$2,367,073	$2,189,968	$2,279,791	$259,755,618

	2000	2001	2002	2003	2004	2005	2006	2007
Reconciliation of Expenses per Audited Financial Statements With Expenses per Return
Total expenses	$70,018,414	$66,921,224	$74,121,313	$67,030,748	$65,420,993	$67,128,930	$72,455,968	$101,123,729
Total expenses and losses per audited financial statements	$72,056,920	$70,771,850	$78,261,549	$68,891,026	$68,033,979	$69,277,265	$74,774,010	$399,003,000
Other revenue	$2,038,506	$3,850,626	$4,140,236	$1,860,278	$2,612,986	$2,148,335	$2,318,042	$297,879,271
Donated services and use of facilities	$0	$0	$0	$0	$0	$0	$0	$0
Prior year adjustments	$0	$0	$0	$0	$0	$0	$0	$0
Losses	$0	$0	$0	$0	$0	$0	$0	$0
Other	$2,038,506	$3,850,626	$4,140,236	$1,860,278	$2,612,986	$2,148,335	$2,318,042	$297,879,271
Other expenses	$0	$0	$0	$0	$0	$0	$0	$0
Investment expenses	$0	$0	$0	$0	$0	$0	$0	$0
Other	$0	$0	$0	$0	$0	$0	$0	$0

Average hours per week devoted to position	Compensation	Contributions to employee benefit plans & deferred compensation plans	Expense account and other allowances
Current Officers, Directors, Trustees, and Key Employees
38	$250,000	$18,056	$0
38	$225,833	$42,387	$0
38	$330,000	$44,642	$3,240

Total number of officers, directors, and trustees permitted to vote on organization business at board meetings	64
Are any officers, directors, trustees, or key employees listed in Form 990, Part V-A, or highest compensated employees listed in Schedule A, Part I, or highest compensated professional and other independent contractors listed in Schedule A, Part II-A or II-B, related to each other through family or business relationships?	Yes
Do any officers, directors, trustees, or key employees listed in Form 990, Part V-A, or highest compensated employees listed in Schedule A, Part I, or highest compensated professional and other independent contractors listed in Schedule A, Part II-A or II-B, receive compensation from any other organizations, whether tax exempt or taxable, that are related to the organization?	No
Does the organization have a written conflict of interest policy?	Yes

Other Information
Did the organization have unrelated business gross income of $1,000 or more during the year covered by this return, and has it filed a tax return on Form 990-T for this year?	Yes
Was there a liquidation, dissolution, termination, or substantial contraction during the year?	No
Is the organization related (other than by association with a statewide or nationwide organization) through common membership, governing bodies, trustees, officers, etc., to any other exempt or nonexempt organization?	No
Direct and indirect political expenditures	$0
Did the organization file Form 1120-POL for this year?	No
Were substantially all dues nondeductible by members?
Did the organization make only in-house lobbying expenditures of $2,000 or less?
Dues, assessments, and similar amounts from members	$0
Section 162(e) lobbying and political expenditures	$0
Aggregate nondeductible amount of section 6033(e)(1)(A) dues notices	$0
Taxable amount of lobbying and political expenditures	$0
Does the organization elect to pay the section 6033(e) tax on the amount above?
If section 6033(e)(1)(A) dues notices were sent, does the organization agree to add the amount above to its reasonable estimate of dues allocable to nondeductible lobbying and political expenditures for the following tax year?
Initiation fees and capital contributions	$0
Gross receipts for public use of club facilities	$0
At any time during the year, did the organization, directly or indirectly, own a controlled entity within the meaning of section 512(b)(13)?	No
Amount of tax imposed on the organization during the year under: section 4911	$0
Amount of tax imposed on the organization during the year under: section 4912	$0
Amount of tax imposed on the organization during the year under: section 4955	$0
Did the organization engage in any section 4958 excess benefit transaction during the year or did it become aware of an excess benefit transaction from a prior year?	No
Amount of tax imposed on the organization managers or disqualified persons during the year under sections 4912, 4955, and 4958	$0
Amount of tax above, reimbursed by the organization	$0
At any time during the tax year, was the organization a party to a prohibited tax shelter transaction?	No
Did the organization acquire a direct or indirect interest in any applicable insurance contract?	No
Did the supporting organization, or a fund maintained by a sponsoring organization, have excess business holdings at any time during the year?	No
Number of employees employed in the pay period that includes March 12, 2006	116

	Unrelated business income		Excluded by section 512, 513, or 514		Related or exempt function income
Analysis of Income-Producing Activities (for 2007)
	Business code	Amount	Exclusion code	Amount	Related or exempt function income
Total		$164,816		$38,474,554	$0
Program service revenue
Program service revenue 1	000000	$0	00	$0	$0
Program service revenue 2	000000	$0	00	$0	$0
Program service revenue 3	000000	$0	00	$0	$0
Program service revenue 4	000000	$0	00	$0	$0
Program service revenue 5	000000	$0	00	$0	$0
Medicare/Medicaid payments	000000	$0	00	$0	$0
Fees and contracts from government agencies	000000	$0	00	$0	$0
Membership dues and assessments	000000	$0	00	$0	$0
Interest on savings and temporary cash investments	000000	$0	Dividends, interest, payments with respect to securities loans, annuities, income from notional principal contracts, loan commitment fees, and other substantially similar income from ordinary and routine investments excluded by section 512(b)(1)	$669,074	$0
Dividends and interest from securities	000000	$0	Dividends, interest, payments with respect to securities loans, annuities, income from notional principal contracts, loan commitment fees, and other substantially similar income from ordinary and routine investments excluded by section 512(b)(1)	$26,314,498	$0
Net rental income or (loss) from real estate
debt-financed property	000000	$0	00	$0	$0
not debt-financed property	000000	$0	Real property rental income that does not depend on the income or profits derived by the person leasing the property and is excluded by section 512(b)(3)	$155,783	$0
Net rental income or (loss) from personal property	000000	$0	00	$0	$0
Other investment income	Passive income activities with controlled organizations	$164,816	Dividends, interest, payments with respect to securities loans, annuities, income from notional principal contracts, loan commitment fees, and other substantially similar income from ordinary and routine investments excluded by section 512(b)(1)	$3,932,955	$0
Gain or (loss) from sales of assets other than inventory	000000	$0	Gain (or loss, to the extent allowed) from the sale of investments and other non-inventory property and from certain property acquired from financial institutions that are in conservatorship or receivership (sections 512(b)(5) and 512(b)(16)(A))	$6,890,698	$0
Net income or (loss) from special events	000000	$0	00	$0	$0
Gross profit or (loss) from sales of inventory	000000	$0	00	$0	$0
Other revenue	000000	$0	Income from an activity that is not regularly carried on (section 512(a)(1))	$511,546	$0

EIN of corporation, partnership, or disregarded entity	Percentage of ownership interest	Total income	End-of-year assets
Information Regarding Taxable Subsidiaries and Disregarded Entities (for 2007)
941156533	100%	$0	$0
000000000	0%	$0	$0
000000000	0%	$0	$0
000000000	0%	$0	$0

Compensation	Contributions to employee benefit plans & deferred compensation	Expense account and other allowances
Compensation of the Five Highest Paid Employees Other Than Officers, Directors, and Trustees (for 2007)
$320,000	$16,245	$0
$185,000	$17,908	$0
$170,000	$14,488	$0
$169,667	$13,764	$0
$160,000	$11,731	$0

Total number of other employees paid over $50,000	69

Total number of other employees paid over $50,000

Statements About Activities (for 2007)
Expenses paid or incurred in connection with the lobbying activities	$51,300
Did the organization receive or hold an easement for conservation purposes, including easements to preserve open space, the environment, historic land areas or historic structures?	No
Did the organization provide credit counseling, debt management, credit repair, or debt negotiation services?	No
Did the organization maintain any donor advised funds?	Yes
Did the organization make any taxable distributions under section 4966?	No
Did the organization make a distribution to a donor, donor advisor, or related person?	No
The total number of donor advised funds owned at the end of the tax year	$923
The aggregate value of assets held in all donor advised funds owned at the end of the tax year	$361,668,187
The total number of separate funds or accounts owned at the end of the tax year (excluding donor advised funds included above) where donors have the right to provide advice on the distribution or investment of amounts in such funds or accounts	$0
The aggregate value of assets held in all funds or accounts included above at the end of the tax year	$0

Reason for Non-Private Foundation Status
The organization is not a private foundation because it is	Organization that receives a substantial part of its support from a governmental unit or from the general public

	1999	2000	2001	2002	2003	2004	2005	2006
Support Schedule
Total	$77,982,593	$83,299,535	$73,355,591	$65,538,942	$76,434,265	$77,432,601	$87,598,645	$191,139,652
Gifts, grants, and contributions received	$64,029,114	$67,970,555	$60,771,145	$55,376,750	$68,032,229	$66,900,253	$62,326,188	$166,105,838
Membership fees received	$0	$0	$0	$0	$0	$0	$0	$0
Gross receipts from admissions, merchandise sold or services performed, or furnishing of facilities in any activity that is related to the organization's charitable, etc., purpose	$0	$0	$0	$0	$0	$0	$0	$0
Gross income from interest, dividends, amounts received from payments on securities loans (section 512(a)(5)), rents, royalties, and unrelated business taxable income (less section 511 taxes) from businesses acquired by the organization after June 30, 1975	$13,456,916	$15,253,049	$11,978,599	$9,335,100	$7,637,558	$10,206,098	$24,757,680	$24,434,963
Net income from unrelated business activities not included above	$0	$0	$0	$0	$0	$0	$0	$0
Tax revenues levied for the organization's benefit and either paid to it or expended on its behalf	$0	$0	$0	$0	$0	$0	$0	$0
The value of services or facilities furnished to the organization by a governmental unit without charge. Do not include the value of services or facilities generally furnished to the public without charge	$0	$0	$0	$0	$0	$0	$0	$0
Other income	$496,563	$75,931	$605,847	$827,092	$764,478	$326,250	$514,777	$598,851

Lobbying Expenditures by Electing Public Charities (for 2007)
Total exempt purpose expenditures	$0
Total lobbying expenditures	$0
Total lobbying expenditures to influence public opinion (grassroots lobbying)	$0
Total lobbying expenditures to influence a legislative body (direct lobbying)	$0
Other exempt purpose expenditures	$0
Lobbying nontaxable amount	$0
Grassroots nontaxable amount	$0

	Income	Expenses	Net
Unrelated Trade or Business Income (for 2008)
Total	$164,816	$0	$164,816
Gross receipts or sales less returns and allowances	$0	$0	$0
Cost of goods sold	$0	$0	$0
Gross profit	$0	$0	$0
Capital gain net income	$722,611	$0	$72,261
Net gain	$0	$0	$0
Capital loss deduction for trusts	$0	$0	$0
Income (loss) from partnerships and S corporations	$925,551	$26	$92,555
Rent income	$0	$0	$0
Unrelated debt-financed income	$0	$0	$0
Interest, annuities, royalties, and rents from controlled organizations	$0	$0	$0
Investment income of a section 501(c)(7), (9), or (17) organization	$0	$0	$0
Exploited exempt activity income	$0	$0	$0
Advertising income	$0	$0	$0
Other income	$0	$0	$0

Deductions Not Taken Elsewhere (for 2008)
Total deductions	$0
Compensation of officers, directors, and trustees	$0
Salaries and wages	$0
Repairs and maintenance	$0
Bad debts	$0
Interest	$0
Taxes and licenses	$0
Charitable contributions	$0
Depreciation	$0
Depletion	$0
Contributions to deferred compensation plans	$0
Employee benefit programs	$0
Excess exempt expenses	$0
Excess readership costs	$0
Other deductions	$0
Unrelated business taxable income	$0
Unrelated business taxable income before net operating loss deduction	$164,816
Net operating loss deduction	$164,816
Unrelated business taxable income before specific deduction	$0
Specific deduction	$1,000

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