Skip to main content

Nonprofit · EIN 87-4085381

BARNEY & RACHEL GOTTSTEIN CHAR FOUNDATION

Tax-exempt · SAN FRANCISCO, CA 94105

Financials

$1.5M$1.6M2023$1.9M$2.6M2024
Revenue Expenses · by fiscal year end
Financials of BARNEY & RACHEL GOTTSTEIN CHAR FOUNDATION by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
June 30, 2025990$1,858,733$2,619,888-$761,155$38,588,799$800,543$37,788,256
June 30, 2024990$1,515,589$1,624,565-$108,976$36,332,486$147,774$36,184,712
Financial details: 990 for the year ended June 30, 2025

Revenue

Contributions, gifts and grants
$0
Program service revenue
$0
Investment income
$1,858,733
Net gain from sales of assets
$919,597
Other revenue
$0

Expenses

Grants and similar amounts paid
$2,220,269
Salaries, compensation and benefits (total)
$0
Professional fundraising fees
$0
Legal fees
$21,449
Program services (functional)
$2,220,269
Management and general (functional)
$399,619

Balance sheet and other

Total assets, start of year
$36,332,486
Total assets, end of year
$38,588,799
Total liabilities, end of year
$800,543
Net assets, end of year
$37,788,256
Publicly traded securities
$32,746,103
Net assets without donor restrictions
$37,788,256
Gross receipts
$4,741,989
Employees
0
Volunteers
0
Year formed
2022
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 SISISKYDIRECTOR/TREASURER
Trustee or director, Officer
1$0$716,370$56,600
NICOLAS ELSISHANS TRHU MAR 7ASSISTANT TREASURER (AS OF
Officer
1$0$311,255$39,630
REBECCA RANDALLSECRETARY
Officer
1$0$300,750$42,589
TANYA SHADOANASSISTANT TREASURER
Officer
1$0$312,174$11,542
BRIAN MENDELASSISTANT TREASURER
Officer
1$0$198,709$23,952
RON KATZDIRECTOR/PRESIDENT
Trustee or director, Officer
1$0$0$0
SAMUEL GOTTSTEINDIRECTOR/VICE PRESIDENT
Trustee or director, Officer
1$0$0$0
AMY FRIEDKINDIRECTOR
Trustee or director
1$0$0$0
BRIAN PERLMAN TO JAN 21DIRECTOR
Trustee or director
1$0$0$0
SUSIE SORKIN FROM JAN 21DIRECTOR
Trustee or director
1$0$0$0
990 for the year ended June 30, 2024: 10 people
NameTitleHours / weekCompensationFrom related orgsOther / benefits
JOY SISISKYDIRECTOR/TREASURER
Trustee or director, Officer
1$0$657,114$50,736
TANYA SHADOANASSISTANT TREASURER
Officer
1$0$302,896$11,260
REBECCA RANDALLSECRETARY
Officer
1$0$276,270$37,236
NICOLAS ELSISHANSASSISTANT TREASURER (AS OF 12/11/23)
Officer
1$0$195,089$20,817
BRIAN MENDELASSISTANT TREASURER
Officer
1$0$153,022$20,190
BRIAN KATAOKAASSISTANT TREASURER (TO 12/11/23)
Officer
1$0$125,213$11,628
RON KATZDIRECTOR/PRESIDENT
Trustee or director, Officer
1$0$0$0
SAMUEL GOTTSTEINDIRECTOR/VICE PRESIDENT
Trustee or director, Officer
1$0$0$0
AMY FRIEDKINDIRECTOR
Trustee or director
1$0$0$0
BRIAN PERLMANDIRECTOR
Trustee or director
1$0$0$0

Address and contacts

Address (IRS master file)
121 STEUART STREET, SAN FRANCISCO, CA 94105-1236
In care of
% LAIRD NORTON TRUST CO LLC
Principal officer (990 for 2024)
RON KATZ, 121 STEUART STREET, SAN FRANCISCO, CA 94105
Signed the 990
BRIAN MENDEL, ASSISTANT TREASURER
Phone
(415) 512-6276

California records

California keeps its own records of charities and corporations. Search them by EIN 87-4085381 or by the name BARNEY & RACHEL GOTTSTEIN CHAR FOUNDATION.

Attorney General, Registry of Charities and Fundraisers
Registration status and filed reports (CT-TR-1, RRF-1)

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 $2,220,269 · grants $2,220,269

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
87-4085381
Tax-exempt status
501(c)(3): Charitable, religious, educational or scientific organization
Foundation status
Supporting organization, Type I
Donations deductible (Pub 78)
Supporting organization, 50% limit
Exempt since
2024
Accounting year ends
June
Files
Form 990 or 990-EZ
Assets (IRS master file)
$38,588,799
Income (IRS master file)
$4,741,989

Filing history

FormYear endedRevenueExpensesAssetsReturn
990June 2025$1,858,733$2,619,888$38,588,799IRS
990June 2024$1,515,589$1,624,565$36,332,486XML
990June 2022–––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 87-4085381).

Questions about BARNEY & RACHEL GOTTSTEIN CHAR FOUNDATION

What is the EIN of BARNEY & RACHEL GOTTSTEIN CHAR FOUNDATION?
The employer identification number (EIN) of BARNEY & RACHEL GOTTSTEIN CHAR FOUNDATION is 87-4085381.
Is BARNEY & RACHEL GOTTSTEIN CHAR FOUNDATION tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2024.
Are donations to BARNEY & RACHEL GOTTSTEIN CHAR FOUNDATION tax-deductible?
Yes. It is listed in IRS Publication 78 (Supporting organization, 50% limit).
Which annual return does BARNEY & RACHEL GOTTSTEIN CHAR FOUNDATION 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 BARNEY & RACHEL GOTTSTEIN CHAR FOUNDATION 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 BARNEY & RACHEL GOTTSTEIN CHAR FOUNDATION 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 BARNEY & RACHEL GOTTSTEIN CHAR FOUNDATION?
The 990 for the year ended June 30, 2025 names RON KATZ.
Who are the officers and directors of BARNEY & RACHEL GOTTSTEIN CHAR FOUNDATION?
The 990 for the year ended June 30, 2025 lists 10 people; 0 received compensation from the organization.
How much revenue does BARNEY & RACHEL GOTTSTEIN CHAR FOUNDATION have?
On its 990 for the year ended June 30, 2025 it reported revenue of $1,858,733, expenses of $2,619,888 and total assets of $38,588,799 at year end.

Other nonprofits in SAN FRANCISCO

All nonprofits in SAN FRANCISCO · California · Philanthropy, voluntarism and grantmaking foundations