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Nonprofit · EIN 41-2128778

JOSEPH PEDOTT PERPETUAL ENDOWMENT TRUST

Tax-exempt · SAN FRANCISCO, CA 94105

Financials

$457K$1M2024
Revenue Expenses · by fiscal year end
Financials of JOSEPH PEDOTT PERPETUAL ENDOWMENT TRUST by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
June 30, 2025990$456,609$1,031,127-$574,518$11,071,370$200,410$10,870,960
Financial details: 990 for the year ended June 30, 2025

Revenue

Contributions, gifts and grants
$0
Program service revenue
$0
Investment income
$456,609
Net gain from sales of assets
$32,437
Other revenue
$0

Expenses

Grants and similar amounts paid
$924,337
Salaries, compensation and benefits (total)
$0
Professional fundraising fees
$0
Program services (functional)
$924,337
Management and general (functional)
$106,790

Balance sheet and other

Total assets, start of year
$10,781,138
Total assets, end of year
$11,071,370
Total liabilities, end of year
$200,410
Net assets, end of year
$10,870,960
Publicly traded securities
$10,338,516
Net assets without donor restrictions
$10,870,960
Gross receipts
$1,609,995
Employees
0
Volunteers
0
Year formed
2004
State of legal domicile
CA

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 for the year ended June 30, 2025, highest compensation first.

NameTitleHours / weekCompensationFrom related orgsOther / benefits
JOY SISISKYASSISTENT TREASURER
Officer
1$0$716,370$56,600
NICOLAS ELSISHANSASSISTENT TREASURER (TO MAR 7)
Officer
1$0$311,255$39,630
REBECCA RANDALLASSISTENT TREASURER
Officer
1$0$300,750$42,589
TANYA SHADOANASSISTENT TREASURER
Officer
1$0$312,174$11,542
BRIAN MENDELASSISTENT TREASURER
Officer
1$0$198,709$23,952
CAMILLE MENKETRUSTEE/TREASURER
Trustee or director, Officer
1$0$134,437$20,756
PHYLLIS COOKVICE PRESIDENT, TRUSTEE
Trustee or director, Officer
1$0$66,356$0
SHERRY ETTLESONVICE PRESIDENT, TRUSTEE
Trustee or director, Officer
1$0$0$0
CAROL KATZVICE PRESIDENT, TRUSTEE
Trustee or director, Officer
1$0$0$0
DEBBIE ALCOULOUMREPRESIDENT AND TRUSTEE
Trustee or director, Officer
1$0$0$0
JAMIE STRAUSZ-CLARKVICE PRESIDENT
Officer
1$0$0$0
ERIC ALCOULOUMREVICE PRESIDENT
Officer
1$0$0$0
MARK REISBAUMVICE PRESIDENT
Officer
1$0$0$0
SELINA WEISSSECRETARY
Officer
1$0$0$0

Address and contacts

Address (IRS master file)
121 STEUART STREET, SAN FRANCISCO, CA 94105-1236
In care of
% JEWISH COMMUNITY FEDERATION
Principal officer (990 for 2024)
JOSEPH PEDOTT, 121 STEUART STREET, SAN FRANCISCO, CA 941051236
Signed the 990
BRIAN MENDEL, ASSISTANT TREASURER
Phone
(415) 777-0411

Mission

THE FOUNDATION OPERATES EXCLUSIVELY FOR CHARITABLE, EDUCATIONAL OR RELIGIOUS PURPOSES BY CONDUCTING OR SUPPORTING ACTIVITIES FOR THE BENEFIT OF, OR TO CARRY OUT THE PURPOSES OF THE JEWISH COMMUNITY FEDERATION OF SAN FRANCISCO, THE PENINSULA, MARIN AND SONOMA COUNTIES.

990 for the year ended June 30, 2025

Program accomplishments

  • THE FOUNDATION MADE GRANTS IN SUPPORT OF THE CHARITABLE, EDUCATIONAL, SCIENTIFIC OR RELIGIOUS PURPOSES OF THE JEWISH COMMUNITY FEDERATION OF SAN FRANCISCO, THE PENINSULA, MARIN AND SONOMA COUNTIES.
    Expenses $924,337 · grants $924,337

What it must file and when

IRS records say it files Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N. Its accounting year ends in June, so each return is due on the 15th day of the 5th month after that.

Tax yearYear endedDueIRS public records
2025June 30, 2026November 16, 2026Not due yet
2024June 30, 2025November 17, 2025990 on file
2023June 30, 2024November 15, 2024990 on file

IRS record

EIN
41-2128778
Tax-exempt status
501(c)(3): Charitable, religious, educational or scientific organization
Foundation status
Supporting organization (509(a)(3))
Donations deductible (Pub 78)
Supporting organization of unknown type
Exempt since
2004
Accounting year ends
June
Files
Form 990 or 990-EZ
Category (NTEE)
Religion-related (X11)
Assets (IRS master file)
$11,071,370
Income (IRS master file)
$1,609,995

Filing history

FormYear endedRevenueExpensesAssetsReturn
990June 2025–––IRS
990June 2024$282,930$310,196$10,781,138IRS
990June 2023$738,503$251,945$9,671,436IRS
990June 2022$2,943,104$244,395$9,167,588IRS
990June 2021–––IRS
990June 2020–––IRS
990June 2018–––IRS

990-N: the IRS publishes only the latest e-Postcard per organization; earlier years appear here as 990.tax collects the monthly files. 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.

Questions about JOSEPH PEDOTT PERPETUAL ENDOWMENT TRUST

What is the EIN of JOSEPH PEDOTT PERPETUAL ENDOWMENT TRUST?
The employer identification number (EIN) of JOSEPH PEDOTT PERPETUAL ENDOWMENT TRUST is 41-2128778.
Is JOSEPH PEDOTT PERPETUAL ENDOWMENT TRUST tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2004.
Are donations to JOSEPH PEDOTT PERPETUAL ENDOWMENT TRUST tax-deductible?
Yes. It is listed in IRS Publication 78 (Supporting organization of unknown type).
Which annual return does JOSEPH PEDOTT PERPETUAL ENDOWMENT TRUST file?
Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N.
When is the next return of JOSEPH PEDOTT PERPETUAL ENDOWMENT TRUST due?
The return for tax year 2025 (the year ending June 30, 2026) is due November 16, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
When did JOSEPH PEDOTT PERPETUAL ENDOWMENT TRUST last file with the IRS?
The latest return in the IRS public files is the 990 for the year ended June 2025.
Who is the principal officer of JOSEPH PEDOTT PERPETUAL ENDOWMENT TRUST?
The 990 for the year ended June 30, 2025 names JOSEPH PEDOTT.
Who are the officers and directors of JOSEPH PEDOTT PERPETUAL ENDOWMENT TRUST?
The 990 for the year ended June 30, 2025 lists 14 people; 0 received compensation from the organization.
How much revenue does JOSEPH PEDOTT PERPETUAL ENDOWMENT TRUST have?
On its 990 for the year ended June 30, 2025 it reported revenue of $456,609, expenses of $1,031,127 and total assets of $11,071,370 at year end.

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