Nonprofit · EIN 33-1114104
SHIMON BEN JOSEPH FOUNDATION
Also known as DBA JIM JOSEPH FOUNDATION
Tax-exempt · SAN FRANCISCO, CA 94104
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2024 | 990-PF | $76,428,949 | $74,486,530 | $1,942,419 | $1,513,966,691 | $68,584,681 | $1,445,382,010 |
| December 31, 2023 | 990-PF | $16,494,286 | $52,003,735 | -$35,509,449 | $1,445,120,697 | $74,931,033 | $1,370,189,664 |
Financial details: 990-PF for the year ended December 31, 2024
Revenue
- Dividends
- $10,343,851
- Interest
- $1,872,391
- Net gain from sales of assets
- $56,665,416
- Other income
- $7,547,291
Expenses
- Grants and similar amounts paid
- $55,177,308
- Compensation of officers, directors and key employees
- $1,913,286
- Salaries, compensation and benefits (total)
- $3,366,724
- Disbursements for charitable purposes
- $81,961,290
- Excise tax on investment income
- $1,669,874
Balance sheet and other
- Total assets, start of year
- $1,445,120,697
- Total assets, end of year
- $1,513,966,691
- Total liabilities, end of year
- $68,584,681
- Net assets, end of year
- $1,445,382,010
- Fair market value of assets
- $1,513,966,691
- Qualifying distributions
- $82,019,133
- Net investment income
- $135,614,838
From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.
Officers, directors and key employees
As listed on the 990-PF for the year ended December 31, 2024, highest compensation first.
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| BARRY FINESTONE 343 SANSOME STREET SUITE 550, SAN FRANCISCO, CA 94104 | PRESIDENT/CEO | 40 | $814,869 | $155,281 |
| DAVID CARROLL 343 SANSOME STREET SUITE 550, SAN FRANCISCO, CA 94104 | CFO | 40 | $422,541 | $65,434 |
| DAWNE BEAR NOVICOFF 343 SANSOME STREET SUITE 550, SAN FRANCISCO, CA 94104 | COO/ACTING PRESIDENT & CEO | 40 | $389,226 | $73,765 |
| YONAH SCHILLER 343 SANSOME STREET SUITE 550, SAN FRANCISCO, CA 94104 | CHIEF RESEARCH &DEVE Highest-paid employee | 40 | $384,618 | $74,238 |
| JOSHUA MILLER 343 SANSOME STREET SUITE 550, SAN FRANCISCO, CA 94104 | CHIEF PROGRAM OFFICE Highest-paid employee | 40 | $294,482 | $60,692 |
| STACIE CHERNER 343 SANSOME STREET SUITE 550, SAN FRANCISCO, CA 94104 | DIRECTOR OF RESEARCH Highest-paid employee | 40 | $264,676 | $62,268 |
| SOSSENA WALTER 343 SANSOME STREET SUITE 550, SAN FRANCISCO, CA 94104 | DIRECTOR OF FINANCE Highest-paid employee | 40 | $237,827 | $47,954 |
| AARON SAXE 343 SANSOME STREET SUITE 550, SAN FRANCISCO, CA 94104 | PROGRAM DIRECTOR Highest-paid employee | 40 | $235,000 | $38,409 |
| DAVID AGGER 343 SANSOME STREET SUITE 550, SAN FRANCISCO, CA 94104 | CHAIR/DIRECTOR | 8 | $27,300 | $0 |
| DVORA JOSEPH DAVEY 343 SANSOME STREET SUITE 550, SAN FRANCISCO, CA 94104 | DIRECTOR | 3 | $27,300 | $0 |
| JOSHUA FOER 343 SANSOME STREET SUITE 550, SAN FRANCISCO, CA 94104 | DIRECTOR | 3 | $27,300 | $0 |
| SHIRA GOODMAN 343 SANSOME STREET SUITE 550, SAN FRANCISCO, CA 94104 | VICE CHAIR/SECRETARY/DIRECTOR | 5 | $27,300 | $0 |
| JOSHUA JOSEPH 343 SANSOME STREET SUITE 550, SAN FRANCISCO, CA 94104 | DIRECTOR | 3 | $27,300 | $0 |
| LAURA LAUDER 343 SANSOME STREET SUITE 550, SAN FRANCISCO, CA 94104 | DIRECTOR | 3 | $27,300 | $0 |
| RACHEL LEVIN 343 SANSOME STREET SUITE 550, SAN FRANCISCO, CA 94104 | DIRECTOR | 3 | $27,300 | $0 |
5 more people on this return
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| JEFFREY SCHOENFELD 343 SANSOME STREET SUITE 550, SAN FRANCISCO, CA 94104 | TREASURER/DIRECTOR | 5 | $27,300 |
| MICHAEL SHIMANSKY 343 SANSOME STREET SUITE 550, SAN FRANCISCO, CA 94104 | DIRECTOR | 3 | $27,300 |
| ARIELA RUTH DUBLER 343 SANSOME STREET SUITE 550, SAN FRANCISCO, CA 94104 | DIRECTOR (AS OF 09/2024) | 3 | $13,650 |
| MATTHEW GOLDBERG 343 SANSOME STREET SUITE 550, SAN FRANCISCO, CA 94104 | DIRECTOR (AS OF 09/2024) | 3 | $13,650 |
| JEFFREY SOLOMON 343 SANSOME STREET SUITE 550, SAN FRANCISCO, CA 94104 | VICE CHAIR/DIRECTOR(THROUGH JUNE 2024) | 5 | $13,650 |
990-PF for the year ended December 31, 2023: 18 people
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| BARRY FINESTONE 343 SANSOME STREET SUITE 550, SAN FRANCISCO, CA 94104 | PRESIDENT/CEO | 40 | $779,202 | $164,995 |
| DAVID CARROLL 343 SANSOME STREET SUITE 550, SAN FRANCISCO, CA 94104 | CFO | 40 | $382,687 | $55,591 |
| YONAH SCHILLER 343 SANSOME STREET SUITE 550, SAN FRANCISCO, CA 94104 | CHIEF RESEARCH & DEV Highest-paid employee | 40 | $367,784 | $74,128 |
| DAWNE BEAR NOVICOFF 343 SANSOME STREET SUITE 550, SAN FRANCISCO, CA 94104 | CHIEF OPERATING OFFI Highest-paid employee | 40 | $355,696 | $70,108 |
| JOSHUA MILLER 343 SANSOME STREET SUITE 550, SAN FRANCISCO, CA 94104 | CHIEF PROGRAM OFFICE Highest-paid employee | 40 | $276,993 | $32,447 |
| JESSAMYN WALDMAN 343 SANSOME STREET SUITE 550, SAN FRANCISCO, CA 94104 | MANAGING DIRECTOR OF Highest-paid employee | 40 | $275,258 | $52,683 |
| STACIE CHERNER 343 SANSOME STREET SUITE 550, SAN FRANCISCO, CA 94104 | DIRECTOR OF RESEARCH Highest-paid employee | 40 | $242,263 | $60,469 |
| DAVID AGGER 343 SANSOME STREET SUITE 550, SAN FRANCISCO, CA 94104 | CHAIR/DIRECTOR | 8 | $27,300 | $0 |
| DVORA JOSEPH DAVEY 343 SANSOME STREET SUITE 550, SAN FRANCISCO, CA 94104 | DIRECTOR | 2 | $27,300 | $0 |
| ALISA DOCTOROFF 343 SANSOME STREET SUITE 550, SAN FRANCISCO, CA 94104 | ASST. SECRETARY/DIRECTOR | 2 | $27,300 | $0 |
| JOSHUA FOER 343 SANSOME STREET SUITE 550, SAN FRANCISCO, CA 94104 | DIRECTOR | 2 | $27,300 | $0 |
| SHIRA GOODMAN 343 SANSOME STREET SUITE 550, SAN FRANCISCO, CA 94104 | SECRETARY/DIRECTOR | 2 | $27,300 | $0 |
| JOSHUA JOSEPH 343 SANSOME STREET SUITE 550, SAN FRANCISCO, CA 94104 | DIRECTOR | 2 | $27,300 | $0 |
| LAURA LAUDER 343 SANSOME STREET SUITE 550, SAN FRANCISCO, CA 94104 | DIRECTOR | 2 | $27,300 | $0 |
| JEFFREY SCHOENFELD 343 SANSOME STREET SUITE 550, SAN FRANCISCO, CA 94104 | TREASURER/DIRECTOR | 2 | $27,300 | $0 |
| MICHAEL SHIMANSKY 343 SANSOME STREET SUITE 550, SAN FRANCISCO, CA 94104 | DIRECTOR | 2 | $27,300 | $0 |
| JEFFREY SOLOMON 343 SANSOME STREET SUITE 550, SAN FRANCISCO, CA 94104 | VICE CHAIR/DIRECTOR | 2 | $27,300 | $0 |
| RACHEL LEVIN 343 SANSOME STREET SUITE 550, SAN FRANCISCO, CA 94104 | DIRECTOR | 2 | $20,475 | $0 |
Address and contacts
- Address (IRS master file)
- 343 SANSOME ST STE 550, SAN FRANCISCO, CA 94104-5626
- In care of
- % ALVIN T LEVITT
- Signed the 990-PF
- DAVID P CARROLL, CFO
- Phone
- (415) 658-8730
- Website
- WWW.JIMJOSEPHFOUNDATION.ORG
- Return prepared by
- DELOITTE TAX LLP
California records
California keeps its own records of charities and corporations. Search them by EIN 33-1114104 or by the name SHIMON BEN JOSEPH FOUNDATION.
- Attorney General, Registry of Charities and Fundraisers
- Registration status and filed reports (CT-TR-1, RRF-1)
- Secretary of State, bizfile Online
- Corporation status, entity number, agent for service
- Franchise Tax Board
- Entity status letter (state tax exemption, good standing)
What it must file and when
IRS records say it files Form 990-PF. Private foundations file every year. Its accounting year ends in December, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | December 31, 2025 | May 15, 2026 | Not on file |
| 2024 | December 31, 2024 | May 15, 2025 | 990-PF on file |
| 2023 | December 31, 2023 | May 15, 2024 | 990-PF on file |
IRS record
- EIN
- 33-1114104
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Private non-operating foundation
- Donations deductible (Pub 78)
- Private foundation, 30% limit
- Exempt since
- 2005
- Accounting year ends
- December
- Files
- Form 990-PF
- Category (NTEE)
- Philanthropy, voluntarism and grantmaking foundations (T20)
- Assets (IRS master file)
- $1,513,966,691
- Income (IRS master file)
- $221,722,218
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | December 2024 | $76,428,949 | $74,486,530 | $1,513,966,691 | IRS |
| 990-T | December 2024 | – | – | – | IRS |
| 990-PF | December 2023 | $16,494,286 | $52,003,735 | $1,445,120,697 | XML |
| 990-T | December 2023 | – | – | – | IRS |
| 990-PF | December 2022 | – | – | – | IRS |
| 990-T | December 2022 | – | – | – | IRS |
| 990-PF | December 2021 | – | – | – | IRS |
| 990-T | December 2021 | – | – | – | IRS |
| 990-PF | December 2020 | – | – | – | IRS |
| 990-T | December 2020 | – | – | – | IRS |
| 990-PF | December 2018 | – | – | – | IRS |
| 990-PF | December 2017 | – | – | – | IRS |
990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 33-1114104).
Questions about SHIMON BEN JOSEPH FOUNDATION
- What is the EIN of SHIMON BEN JOSEPH FOUNDATION?
- The employer identification number (EIN) of SHIMON BEN JOSEPH FOUNDATION is 33-1114104.
- Is SHIMON BEN JOSEPH FOUNDATION tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2005.
- Are donations to SHIMON BEN JOSEPH FOUNDATION tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does SHIMON BEN JOSEPH FOUNDATION file?
- Form 990-PF. Private foundations file every year.
- When is the next return of SHIMON BEN JOSEPH FOUNDATION due?
- The return for tax year 2025 (the year ending December 31, 2025) is due May 15, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did SHIMON BEN JOSEPH FOUNDATION last file with the IRS?
- The latest return in the IRS public files is the 990-PF for the year ended December 2024.
- Who are the officers and directors of SHIMON BEN JOSEPH FOUNDATION?
- The 990-PF for the year ended December 31, 2024 lists 20 people; 20 received compensation from the organization, the highest $814,869 (BARRY FINESTONE, PRESIDENT/CEO).
- How much revenue does SHIMON BEN JOSEPH FOUNDATION have?
- On its 990-PF for the year ended December 31, 2024 it reported revenue of $76,428,949, expenses of $74,486,530 and total assets of $1,513,966,691 at year end.
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