Jenerosity Foundation in San Francisco, California (CA)

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Jenerosity Foundation
Employer Identification Number (EIN)270967488
Name of OrganizationJenerosity Foundation
In Care of NameJennifer H Battat
Address2127 Broderick St, San Francisco, CA 94115-1627
SubsectionCharitable Organization
Ruling Date11/2011
DeductibilityContributions are deductible
FoundationPrivate non-operating foundation
OrganizationCorporation
Exempt Organization StatusUnconditional Exemption
Tax Period06/2014
Assets$5,000,000 to $9,999,999
Income$1,000,000 to $4,999,999
Filing Requirement990 - Not required to file (all other)
Asset Amount$7,582,795
Amount of Income$1,418,004
Form 990 Revenue Amount$233,480
National Taxonomy of Exempt Entities (NTEE)Philanthropy, Voluntarism and Grantmaking Foundations: Corporate Foundations


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Amount of income in 2014: $1,418,004 (it was $696,549 in 2013)
This organization: 

 $1,418,004
Other organizations performing similar types of work: 

 $107,502

Assets in 2014: $7,582,795 (it was $6,853,384 in 2013)
This organization: 

 $7,582,795
Other organizations performing similar types of work: 

 $322,766

Expenses in 2014: $214,137
Jenerosity Foundation: 

 $214,137
Other organizations performing similar types of work: 

 $58,249

Income to expenses ratio in 2014: 6.6
Jenerosity Foundation: 

 6.6
Other organizations performing similar types of work: 

 2.0

Grants share in income in 2014: 1.6%
This organization: 

 1.6%
Other organizations performing similar types of work: 

 98.7%

Financial snapshot ($)

Revenue for 2014

Assets at the end of 2014

Expenses for 2014

Analysis of Revenue and Expenses (for 2014)
Revenue and expenses per booksNet investment incomeAdjusted net incomeDisbursements for charitable purposes (cash basis only)
Total revenue$291,940$287,180$0
Contributions, gifts, grants, etc., received$4,760
Interest on savings and temporary cash investments$8
Dividends and interest from securities$194,322
Gross rents$0
Gross sales price for all assets$1,218,914
Gross profit from sales of goods$0
Other income$0
Other$92,850
Total expenses and disbursements$214,137$21,727$0$192,410
Compensation of officers, directors, trustees, etc.$0
Pension plans, employee benefits$0
Legal fees$0
Accounting fees$5,325
Interest$0
Depreciation$0
Occupancy$0
Travel, conferences, and meetings$0
Printing and publications$0
Total operating and administrative expenses$27,137$21,727$5,410
Contributions, gifts, grants paid$187,000
Excess of revenue over expenses and disbursements$77,803
Net investment income$265,453
Adjusted net income$0
Balance Sheets
20102011201220132014
Book ValueFair Market ValueBook ValueFair Market ValueBook ValueFair Market ValueBook ValueFair Market ValueBook ValueFair Market Value
Total assets$6,384,944$6,384,944$7,005,581$7,005,581$6,686,110$6,686,110$6,853,384$6,853,384$7,582,795$7,582,795
Cash - non-interest-bearing$4,838$32,949$28,408$58,973$4,097
Investments-U.S. and state government obligations$0$0$0$0$0
Investments-corporate stock$0$0$0$0$0
Investments-corporate bonds$0$0$0$0$0
Investments-mortgage loans$0$0$0$0$0
Investments-other$6,359,888$6,972,571$6,661,164$6,747,978$7,486,467
Other assets$0$0$0
Total liabilities$0$0$0$1$1
Mortgages and other notes payable$0$0$0$0$0
Other liabilities$0$0$0
Total liabilities and net assets/fund balances$6,384,944$7,005,581$6,686,110$6,853,384$7,582,795
Capital Gains and Losses for Tax on Investment Income
20102011201220132014
Capital gain net income$32,315$4,128$12,738$40,958$92,850
Net capital loss$0$0$0$0$0
Excise Tax Based on Investment Income
20102011201220132014
Domestic foundations that meet the section 4940(e) requirements (for Reduced Tax on Net Investment Income)NoNoNoNoNo
Tax based on investment income$3,055$2,133$1,957$2,284$5,309
Total credits and payments$3,200$3,261$3,116$1,962$2,400
Current year estimated tax payments and previous year's overpayment credited to current year$0$3,261$3,116$1,962$2,400
Exempt foreign organizations-tax withheld at source$0$0$0$0$0
Tax paid with application for extension of time to file (Form 8868)$3,200$0$0$0$0
Backup withholding erroneously withheld$0$0$0$0$0
Any penalty for underpayment of estimated tax$84$0$0$7$0
Tax due$0$329$2,909
Overpayment$1,159$0$0
Amount to be credited to next year's estimated tax$61$1,128$1,159$0$0
Statements Regarding Activities
20102011201220132014
During the tax year, did the foundation attempt to influence any national, state, or local legislation or did it participate or intervene in any political campaign?NoNoNoNoNo
Has the foundation engaged in any activities that have not previously been reported to the IRS?NoNoNo
Has the foundation made any changes, not previously reported to the IRS, in its governing instrument, articles of incorporation, or bylaws, or other similar instruments?NoNoNo
Has the foundation filed a tax return on Form 990-T for this year?NoNoNo
Was there a liquidation, termination, dissolution, or substantial contraction during the year?NoNoNoNoNo
Has the foundation furnished a copy of Form 990-PF to the Attorney General (or designate) of each state?YesYesYes
Is the foundation claiming status as a private operating foundation within the meaning of section 4942(j)(3) or 4942(j)(5) for current calendar year or the taxable year beginning in this year?NoNoNoNoNo
Did any persons become substantial contributors during the tax year?NoNoNo
Did the foundation make a distribution to a donor advised fund over which the foundation or a disqualified person had advisory privileges?NoNoNo
Did the foundation comply with the public inspection requirements for its annual returns and exemption application?YesYesYes
Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of Form 1041NoNoNo
Statements Regarding Activities for Which Form 4720 May Be Required
20102011201220132014
During the year did the foundation (either directly or indirectly):
Engage in the sale or exchange, or leasing of property with a disqualified person?NoNoNoNoNo
Borrow money from, lend money to, or otherwise extend credit to (or accept it from) a disqualified person?NoNoNoNoNo
Furnish goods, services, or facilities to (or accept them from) a disqualified person?NoNoNoNoNo
Pay compensation to, or pay or reimburse the expenses of, a disqualified person?NoNoNoNoNo
Transfer any income or assets to a disqualified person (or make any of either available for the benefit or use of a disqualified person)?NoNoNoNoNo
Agree to pay money or property to a government official?NoNoNoNoNo
Did any of the acts fail to qualify under the exceptions described in Regulations section 53.4941(d)-3 or in a current notice regarding disaster assistance?NoNoNo
Did the foundation engage in a prior year in any of the acts, other than excepted acts, that were not corrected before the first day of the tax year beginning in this year?NoNoNo
At the end of this tax year, did the foundation have any undistributed income for tax year(s) beginning before this year?NoNoNoNoNo
Are there any years listed above for which the foundation is not applying the provisions of section 4942(a)(2) (relating to incorrect valuation of assets) to the year's undistributed income?NoNoNo
Did the foundation hold more than a 2% direct or indirect interest in any business enterprise at any time during the year?NoNoNoNoNo
Did the foundation have excess business holdings in this year as a result of (1) any purchase by the foundation or disqualified persons after May 26, 1969; (2) the lapse of the 5-year period (or longer period approved by the Commissioner under section 4943(c)(7)) to dispose of holdings acquired by gift or bequest; or (3) the lapse of the 10-, 15-, or 20-year first phase holding period?NoNoNoNoNo
Did the foundation invest during the year any amount in a manner that would jeopardize its charitable purposes?NoNoNoNoNo
Did the foundation make any investment in a prior year (but after December 31, 1969) that could jeopardize its charitable purpose that had not been removed from jeopardy before the first day of the tax year beginning in this year?NoNoNo
During the year did the foundation pay or incur any amount to:
Carry on propaganda, or otherwise attempt to influence legislation (section 4945(e))?NoNoNoNoNo
Influence the outcome of any specific public election (see section 4955); or to carry on, directly or indirectly, any voter registration drive?NoNoNoNoNo
Provide a grant to an individual for travel, study, or other similar purposes?NoNoNoNoNo
Provide a grant to an organization other than a charitable, etc., organization described in section 509(a)(1), (2), or (3), or section 4940(d)(2)?NoNoNoNoNo
Provide for any purpose other than religious, charitable, scientific, literary, or educational purposes, or for the prevention of cruelty to children or animals?NoNoNoNoNo
Did any of the transactions fail to qualify under the exceptions described in Regulations section 53.4945 or in a current notice regarding disaster assistance?NoNoNo
Did the foundation, during the year, receive any funds, directly or indirectly, to pay premiums on a personal benefit contract?NoNoNo
Did the foundation, during the year, pay premiums, directly or indirectly, on a personal benefit contract?NoNoNo
Minimum Investment Return
20102011201220132014
Fair market value of assets not used (or held for use) directly in carrying out charitable, etc., purposes$6,427,065$6,757,797$6,817,321$6,960,769$7,306,515
Net value of noncharitable-use assets$6,715,061$6,856,357$7,196,917
Minimum investment return$280,113$332,822$335,753$342,818$359,846
Distributable Amount
20102011201220132014
Distributable amount$277,058$330,689$333,796$340,534$354,537
Undistributed Income
20102011201220132014
Distributable amount for this year$277,058$330,689$333,796$340,534$354,537
Undistributed income for this year. This amount must be distributed in the next year$0$0$0$0$0
Private Operating Foundations (for 2011 - 2014)
2014201320122011Total
The lesser of the adjusted net income or the minimum investment return$0$0$0$0$0
Qualifying distributions made directly for active conduct of exempt activities$0$0$0$0$0
Value of all assets$0$0$0$0$0
Value of assets qualifying under section 4942(j)(3)(B)(i)$0$0$0$0$0
2/3 of minimum investment return$0$0$0$0$0
Total support other than gross investment income (interest, dividends, rents, payments on securities loans (section 512(a)(5)), or royalties)$0$0$0$0$0
Support from general public and 5 or more exempt organizations as provided in section 4942(j)(3)(B)(iii)$0$0$0$0$0
Gross investment income$0$0$0$0$0
Supplementary Information (for 2014)
Grants approved for future payment$0
Analysis of Income-Producing Activities (for 2014)
AmountRelated or exempt function income
Program service revenue
Fees and contracts from government agencies$0$0
Membership dues and assessments$0$0
Interest on savings and temporary cash investments$8$0
Dividends and interest from securities$194,322$0
Information Regarding Transfers To and Transactions and Relationships With Noncharitable Exempt Organizations (for 2014)
Did the organization directly or indirectly engage in any of the following with any other organization described in section 501(c) of the Code (other than section 501(c)(3) organizations) or in section 527, relating to political organizations?
Transfers from the reporting foundation to a noncharitable exempt organization of:
CashNo
Other assetsNo
Other transactions:
Sales of assets to a noncharitable exempt organizationNo
Purchases of assets from a noncharitable exempt organizationNo
Rental of facilities, equipment, or other assetsNo
Reimbursement arrangementsNo
Loans or loan guaranteesNo
Performance of services or membership or fundraising solicitationsNo
Sharing of facilities, equipment, mailing lists, other assets, or paid employeesNo
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1The California Wellness Foundation6320 Canoga Ave Ste 1700, Woodland Hls, CA 91367-2565CA1991-09$259,961,151
2Walter J & Betty C Zable Foundation, Warren MagillPO BOX 85587, San Diego, CA 92186-5587CA1997-08$56,343,185
3The@june Foundation5150 Overland Ave, Culver City, CA 90230-4914CA1999-09$34,578,722
4Harman Family Foundation, Jane Harman Ttee10390 Santa Monica Blvd Ste 360, Los Angeles, CA 90025-6915CA2011-10$23,320,560
5Elizabeth E Bettelheim Family Foundation30 Rincon Rd, Kensington, CA 94707-1026CA2013-12$9,514,591
6Union Bank Foundation, 6700010220PO BOX 45174, San Francisco, CA 94145-0174CA2007-02$8,003,423
7Lily Lai Foundation4227 Mancilla Ct, San Diego, CA 92130-2203CA2011-02$5,256,501
8Fineberg Foundation, Rodney A Chase Ttee11812 San Vicente Blvd Ste 500, Los Angeles, CA 90049-5081CA2011-01$4,899,052
9Cj Berry Foundation1484 Pollard Rd Ste 406, Los Gatos, CA 95032-1031CA2010-11$3,973,440
10Incredible Childrens Art Network, Edward Rossi Ttee222 E Canon Perdido St, Santa Barbara, CA 93101-2283CA2006-08$3,820,991
11Kayne Anderson Capital Advisors Foundation1800 Avenue Of The Stars No 3rd Fl, Los Angeles, CA 90067-4201CA2012-02$3,067,442
12Qualcomm Charitable Foundation5775 Morehouse Dr, San Diego, CA 92121-1714CA2011-04$3,004,783
13Vincent J Coates Foundation237 Rigg St, Santa Cruz, CA 95060-4204CA2000-12$2,594,478
14Innovate Family FoundationPO BOX 218, Palo Alto, CA 94302-0218CA2013-12$2,455,282
15Chegg Foundation3990 Freedom Cir, Santa Clara, CA 95054-1204CA2014-12$1,628,830
16Susan & Bruce Worster Foundation11271 Magdalena Rd, Los Altos, CA 94024-5140CA2001-05$1,536,155
17Jenerosity Foundation2127 Broderick St, San Francisco, CA 94115-1627CA2011-11$1,418,004
18Doss Foundation1700 Cesar E Chavez Ave Ste 2400, Los Angeles, CA 90033-2474CA2012-08$1,170,813
19Smothrich Family Foundation310 Hilgard Ave, Los Angeles, CA 90024-2519CA2000-08$1,156,339
20Zacky Family Foundation IncC/O 11900 W Olympic Blvd, Los Angeles, CA 90064CA2014-09$1,085,236
Number of organizations performing similar types of work
Alaska6
Alabama22
Arkansas13
Arizona41
California323
Colorado62
Connecticut59
District of Columbia21
Delaware45
Florida200
Georgia87
Hawaii13
Iowa26
Idaho13
Illinois148
Indiana53
Kansas20
Kentucky21
Louisiana20
Massachusetts108
Maryland62
Maine6
Michigan78
Minnesota56
Missouri38
Mississippi11
Montana12
North Carolina85
North Dakota3
Nebraska23
New Hampshire10
New Jersey139
New Mexico14
Nevada24
New York359
Ohio99
Oklahoma35
Oregon40
Pennsylvania119
Rhode Island21
South Carolina19
South Dakota6
Tennessee28
Texas190
Utah31
Virginia60
Vermont8
Washington67
Wisconsin52
West Virginia2
Wyoming10
International5
Total3,013

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