2024-10-30T10:18:19-05:00 2023-12-31 611064249 DEMING MALONE LIVESAY & OSTROFF PSC 9300 SHELBYVILLE RD STE 1100 LOUISVILLE KY 402225187 990 2023-01-01 203805455 JEWISH HERITAGE FUND FOR EXCELLENCE INC JEWI 5023653209 101 S 5TH ST SUITE 1600 LOUISVILLE KY 40202 JEFF POLSON PRESIDENT AND CEO 5023653209 2024-10-28 1 0 CHRISTINE N KOENIG P01022180 5024269660 2024-10-28 2023 2024-10-15 13:58:12Z JEWISH HERITAGE FUND JEFF POLSON 101 S 5TH ST SUITE 1600 LOUISVILLE KY 40202 49795898 0 X JEWISHHERITAGEFUND.COM X 2005 KY TO SUPPORT THE JEWISH HERITAGE MITZVAH FUND AND THE MEDICAL AND GENERAL COMMUNITY (SEE SCHEDULE O) OF KENTUCKY (EXCLUDING BOONE, KENTON AND CAMPBELL COUNTIES) AND FLOYD, CLARK, HARRISON AND SCOTT COUNTIES IN INDIANA THROUGH SCIENTIFIC AND MEDICAL EDUCATION/RESEARCH, SUPPORTING JEWISH COMMUNITIES, AND SUPPORTING PUBLIC HEALTH AND WELLNESS. 19 19 6 23 0 0 0 0 0 0 11580328 12178982 0 0 11580328 12178982 12217005 9347054 0 0 791252 838552 0 0 0 1576388 1464784 14584645 11650390 -3004317 528592 261077404 288402472 3338718 3236639 257738686 285165833 X JHF IS A GRANT MAKING ORGANIZATION WITH A MISSION TO SUPPORT THE JEWISH HERITAGE MITZVAH FUND AND TO SUPPORT THE MEDICAL AND GENERAL COMMUNITY OF KENTUCKY (EXCLUDING BOONE, KENTON AND CAMPBELL COUNTIES) AND FLOYD, CLARK, HARRISON AND SCOTT COUNTIES IN INDIANA (SCHEDULE O) THROUGH SCIENTIFIC AND MEDICAL EDUCATION/RESEARCH, SUPPORTING JEWISH COMMUNITIES, AND SUPPORTING PUBLIC HEALTH AND WELLNESS. 0 0 9943338 9347054 12178982 SUPPORT PROVIDED TO THE JEWISH HERITAGE MITZVAH FUND AND FOR SCIENTIFIC AND MEDICAL EDUCATION/RESEARCH; JEWISH COMMUNITIES; AND PUBLIC HEALTH AND WELLNESS. 9943338 1 0 0 0 0 0 0 0 0 0 1 1 0 0 1 1 0 1 0 0 1 0 0 0 0 0 0 1 0 1 0 0 0 0 0 0 0 0 0 0 0 0 1 1 1 0 0 0 1 11 0 1 6 1 0 0 0 0 0 0 0 0 0 0 0 0 X 19 19 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 0 0 KY X THE ORGANIZATION 5023653209 101 S 5TH ST SUITE 1600 LOUISVILLE KY 40202 DR KAREN ABRAMS VICE CHAIR 1.00 X X 0 0 0 WILLIAM ALTMAN TRUSTEE 1.00 X 0 0 0 BETSY BENNETT TRUSTEE 1.00 X 0 0 0 JON GOLDBERG CHAIR 1.00 X X 0 0 0 ERIC GOODMAN TRUSTEE 1.00 X 0 0 0 SANDY HAMMOND TRUSTEE 1.00 X 0 0 0 DR NANCY MARTIN TRUSTEE 1.00 X 0 0 0 DR URSULA MULLINS TRUSTEE 1.00 X 0 0 0 DR JULIA RICHERSON TRUSTEE 1.00 X 0 0 0 BRUCE ROTH TREASURER 1.00 X X 0 0 0 LINDA SCHUSTER TRUSTEE 1.00 X 0 0 0 MARK SWITOW TRUSTEE 1.00 X 0 0 0 DR GERALD TEMES TRUSTEE 1.00 X 0 0 0 ANDREW TRAGER-KUSMAN TRUSTEE 1.00 X 0 0 0 JENNIFER TUVLIN SECRETARY 1.00 X X 0 0 0 MARC CHARNAS TRUSTEE 1.00 X 0 0 0 AMY LAPINSKI TRUSTEE 1.00 X 0 0 0 RICHARD SCHULTZ TRUSTEE 1.00 X 0 0 0 REED WEINBERG TRUSTEE 1.00 X 0 0 0 GLENN E LEVINE EX-OFFICIO (PREVIOUS) 1.00 X 0 0 0 ALLAN LATTS TRUSTEE (PREVIOUS) 1.00 X 0 0 0 DR KEN MCLEISH TRUSTEE (PREVIOUS) 1.00 X 0 0 0 ROBIN STRATTON TRUSTEE (PREVIOUS) 1.00 X 0 0 0 JEFF POLSON PRESIDENT AND CEO 40.00 X 284615 0 28621 TIFFANY FABING PROGRAM DIRECTOR 40.00 X 112074 0 15625 396689 0 44246 2 0 1 0 ANGELO GORDON & CO LP 245 PARK AVENUE NEW YORK NY 10167 INVESTMENT MANAGEMENT 167826 FOURTH STREET PERFORMANCE PARTNERS 211 GARRARD ST COVINGTON KY 41011 INVESTMENT MANAGEMENT 148175 ARISTOTLE CAPITAL MANAGEMENT 11100 SANTA MONICA BLVD STE 1700 LOS ANGELES CA 90025 INVESTMENT MANAGEMENT 136105 GW&K INVESTMENT MANAGEMENT 222 BERKELEY ST BOSTON MA 02116 INVESTMENT MANAGEMENT 105269 4 9220439 9220439 40575459 37616916 2958543 2958543 2958543 12178982 12178982 0 0 9347054 9347054 313236 78309 234927 419098 301356 117742 23474 16596 6878 36991 24553 12438 45753 26235 19518 22914 4583 18331 34594 34594 842561 842561 76867 20300 56567 20583 10309 10274 155057 1938 153119 40620 20310 20310 26975 26975 40819 40819 SCC EXPENSES 117894 5895 111999 SPONSORSHIPS 50000 50000 MARKETING, ENGAGEMENT 35900 35900 11650390 9943338 1707052 0 846010 593664 79680 77895 4872965 298206 4601733 4574759 183911201 201488589 71104879 81186332 533901 481233 261077404 288402472 114982 62955 2689835 2692451 533901 481233 3338718 3236639 X 257738686 285165833 257738686 285165833 261077404 288402472 528592 26898555 0 X 0 1 X 1 0 X X X 1 JEWISH HERITAGE MITZVAH FUND INC 460981799 7 1 33500 0 1 33500 0 1 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 PART IV, SECTION A, LINE 1 GRANTEE ORGANIZATIONS ARE APPROVED BY THE BOARD OF DIRECTORS AND ARE DESIGNATED BY NAME OR PURPOSE AS SPECIFIED IN THE ARTICLES OF INCORPORATION - INCLUDING SUPPORTING 509(A)(1) OR 509(A)(2) ORGANIZATIONS THAT SUPPORT THE MEDICAL AND GENERAL COMMUNITY IN SPECIFIED COUNTIES IN KENTUCKY AND INDIANA THROUGH SUPPORTING SCIENTIFIC RESEARCH AND MEDICAL EDUCATION OR RESEARCH; SUPPORTING THE JEWISH COMMUNITY IN THE SPECIFIED GEOGRAPHIC AREA; SUPPORTING PUBLIC HEALTH AND WELLNESS IN THE SPECIFIED GEOGRAPHIC AREA. PART IV, SECTION A, LINE 6 THE ORGANIZATION PROVIDED GRANTS TO THE NAMED SUPPORTED ORGANIZATION AS WELL AS TO ORGANIZATIONS APPROVED BY THE BOARD OF DIRECTORS MEETING THE DESIGNATED PURPOSES AS SPECIFIED IN THE ARTICLES OF INCORPORATION - INCLUDING SUPPORTING 509(A)(1) OR 509(A)(2) ORGANIZATIONS THAT SUPPORT THE MEDICAL AND GENERAL COMMUNITY IN SPECIFIED COUNTIES IN KENTUCKY AND INDIANA THROUGH SUPPORTING SCIENTIFIC RESEARCH AND MEDICAL EDUCATION OR RESEARCH; SUPPORTING THE JEWISH COMMUNITY IN THE SPECIFIED GEOGRAPHIC AREA; SUPPORTING PUBLIC HEALTH AND WELLNESS IN THE SPECIFIED GEOGRAPHIC AREA. SCHEDULE I PROVIDES A LISTING OF GRANT RECIPIENTS RECEIVING MORE THAN $5,000. PART IV, SECTION C, LINE 1 THE CHAIR AND VICE CHAIR OF THE SUPPORTING ORGANIZATION ALSO SERVE AS THE CHAIR AND VICE CHAIR/TREASURER OF THE SUPPORTED ORGANIZATION. THE PRESIDENT & CEO OF THE SUPPORTING ORGANIZATION ALSO SERVES AS THE SECRETARY OF THE SUPPORTED ORGANIZATION. THE BOARD OF DIRECTORS OF THE SUPPORTED ORGANIZATION CONSISTS SOLEY OF THESE THREE INDIVIDUALS. 4119890 4119890 674457 235079 439378 78618 63127 15491 4574759 COMMON TRUST FUND 29631824 F MASTER FUND 30613816 F INVESTMENT PARTNERSHIP 15902596 F FOREIGN INVESTMENT PARTNERSHIP 5038096 F 81186332 OPERATING LEASE LIABILITY 481233 481233 X 38196804 26898555 26898555 11298249 880733 880733 12178982 10769657 0 10769657 880733 880733 11650390 PART X, LINE 2: JEWISH HERITAGE FUND FOR EXCELLENCE, INC. D/B/A JEWISH HERITAGE FUND AND JEWISH HERITAGE MITZVAH FUND, INC. ARE EXEMPT FROM FEDERAL, STATE AND LOCAL INCOME TAXES AS NOT-FOR-PROFIT CORPORATIONS AS DESCRIBED UNDER INTERNAL REVENUE CODE SECTION 501(C)(3). STANDARD CLUB LAND, LLC IS A DISREGARDED ENTITY FOR FEDERAL, STATE AND LOCAL INCOME TAX PURPOSES. THE ACTIVITIES OF STANDARD CLUB LAND, LLC ARE INCLUDED IN JEWISH HERITAGE FUND FOR EXCELLENCE, INC. D/B/A JEWISH HERITAGE FUND'S TAX FILINGS. JEWISH HERITAGE FUND FOR EXCELLENCE, INC. D/B/A JEWISH HERITAGE FUND AND JEWISH HERITAGE MITZVAH FUND, INC. FILE INFORMATIONAL TAX RETURNS AS REQUIRED BY FEDERAL REGULATIONS AND A COPY IS FILED WITH THE KENTUCKY ATTORNEY GENERAL. AS OF DECEMBER 31, 2023 AND 2022, THE ORGANIZATION DID NOT HAVE ANY ACCRUED INTEREST OR PENALTIES RELATED TO INCOME TAX LIABILITIES, AND NO INTEREST OR PENALTIES HAVE BEEN CHARGED TO OPERATIONS FOR THE YEARS THEN ENDED. CENTRAL AMERICA AND THE CARIBBEAN 0 0 INVESTMENTS 5038096 0 0 0 0 0 0 5038096 0 5038096 1 0 1 1 0 0 SCHEDULE F, PART I, LINE 3 CENTRAL AMERICA AND THE CARIBBEAN: ACCRUAL 1 2NOT1 PO BOX 2791 LOUISVILLE KY 40201 262914155 501(C)(3) 75000 0 OPERATING SUPPORT BACKSIDE LEARNING CENTER 3131 S 2ND ST BOX 389 LOUISVILLE KY 40208 371803514 501(C)(3) 73653 0 YOUTH DEVELOPMENT BIG BROTHERS BIG SISTERS 1519 GARDINER LANE LOUISVILLE KY 40218 616057856 501(C)(3) 100000 0 MENTORING PROGRAM BOYS AND GIRLS HAVEN 2301 GOLDSMITH LN LOUISVILLE KY 40218 610479621 501(C)(3) 75000 0 INDEPENDENCE READINESS COMMUNITY FOUNDATION OF LOUISVILLE 325 W MAIN ST SUITE 1110 LOUISVILLE KY 40202 611100993 501(C)(3) 410000 0 COMMUNITY SAFETY AND HEALING, PUBLIC HEALTH, GIVE FOR GOOD KENTUCKY YOUTH ADVOCATES 10200 LINN STATION RD SUITE 310 LOUISVILLE KY 40223 610929390 501(C)(3) 75000 0 BLOOM KENTUCKY LOUISVILLE METRO POLICE FOUNDATION 982 EASTERN PARKWAY STE 5 LOUISVILLE KY 40217 611498961 501(C)(3) 200000 0 FIRST RESPONDERS WELLNESS CENTER LOUISVILLE ORCHESTRA 620 W MAIN STREET SUITE 600 LOUISVILLE KY 40202 616000384 501(C)(3) 200000 0 JEWISH & BLACK MUSICAL COLLABORATION SERIES LOUISVILLE PUBLIC MEDIA 619 SOUTH 4TH STREET LOUISVILLE KY 40202 611259787 501(C)(3) 22000 0 SHALOM Y'ALL PODCAST MARYHURST 1015 DORSEY LN LOUISVILLE KY 40223 311542209 501(C)(3) 175000 0 IMPROVING OUTCOMES FOR YOUTH WITH TRAUMA NAMI LOUISVILLE 708 W MAGAZINE ST STE 144 LOUISVILLE KY 40203 310969518 501(C)(3) 36000 0 YOUTH PROGRAMS NEIGHBORHOOD HOUSE 201 N 25TH STREET LOUISVILLE KY 40212 610445842 501(C)(3) 180000 0 STAFF CAPACITY OPTION TO SUCCESS 7033 ROYAL LINKS DR LOUISVILLE KY 40228 371662596 501(C)(3) 25000 0 OPERATIONS PLANNED PARENTHOOD FEDERATION OF AMERICA INC 123 WILLIAM ST 10TH FLOOR NEW YORK NY 10038 131644147 501(C)(3) 450000 0 YOUTH DEVELOPMENT PROGRAMS QUEER KENTUCKY INCORPORATED PO BOX 424 COVINGTON KY 41012 844725183 501(C)(3) 30000 0 PROGRAM SUPPORT SHPIEL- PERFORMING ARTS IDENTITY 7443 N HOYNE AVENUE CHICAGO IL 60645 275036449 501(C)(3) 15000 0 THEATER PROJECTS STAGEONE FAMILY THEATRE 315 W MARKET ST SUITE 2S LOUISVILLE KY 40202 610466715 501(C)(3) 70000 0 NUMBER THE STARS THE BOOK WORKS 415 OREAD RD LOUISVILLE KY 40207 271301274 501(C)(3) 30000 0 SUSPENSION INTERVENTION PILOT UNIVERSITY OF LOUISVILLE FOUNDATION 215 CENTRAL AVENUE SUITE 212 LOUISVILLE KY 40208 237078461 501(C)(3) 2282965 0 CORE LABS, EATING ANXIETY LAB, CENTER FOR FAMILY & COMMUNITY WELL-BEING, RESEARCH ENHANCEMENT PROJECTS, INCREASING RESILIENCE IN LGBTQ+ ADOLESCENTS, SOCIAL JUSTICE YOUTH DEVELOPMENT CERTIFICATE, JEWISH HOSPITAL HISTORY WALL YOUTHBUILD LOUISVILLE 800 S PRESTON STREET LOUISVILLE KY 40203 611374470 501(C)(3) 100000 0 OPERATIONS ADATH JESHURUN 2401 WOODBOURNE AVE LOUISVILLE KY 40205 610458363 501(C)(3) 148700 0 MELTON, PRESCHOOL SCHOLARSHIPS, SYNAGOGUE ANNUAL FLEXIBLE FUNDING ANSHEI SFARD 2904 BARDSTOWN RD LOUISVILLE KY 40205 610587699 501(C)(3) 25000 0 SYNAGOGUE ANNUAL FLEXIBLE FUNDING FILSON HISTORICAL SOCIETY 1310 S 3RD ST LOUISVILLE KY 40208 610444690 501(C)(3) 75000 0 2024 SOUTHERN JEWISH HISTROICAL SOCIETY CONFERENCE FRACTURED ATLAS 228 PARK AVENUE SOUTH 56651 NEW YORK NY 10003 113451703 501(C)(3) 23000 0 INCANTARE - EXILE: MUSIC OF THE EARLY MODERN JEWISH DIASPORA HIGH SCHOOL OF JEWISH STUDIES 3600 DUTCHMANS LANE LOUISVILLE KY 40205 611294226 501(C)(3) 14000 0 PROGRAM SUPPORT JEWISH COMMUNITY OF LOUISVILLE 3600 DUTCHMANS LANE LOUISVILLE KY 40205 610444765 501(C)(3) 2317136 0 OUTREACH AND ENGAGEMENT PROGRAMS, LOUISVILLE STANDS WITH ISRAEL CAMPAIGN, PROGRAM SUPPORT, SAFE LOUISVILLE, ANNUAL FEDERATION CAMPAIGN, SECURITY FOR LOUISVILLE JEWISH SCHOOLS, EDUCATION CONSULTANT, COMMUNITY PLANNING INITIATIVE, PRESCHOOL SCHOLARSHIPS JEWISH FAMILY AND CAREER SERVICES 2821 KLEMPNER WAY LOUISVILLE KY 40205 610444704 501(C)(3) 1100000 0 PROGRAM SUPPORT JEWISH FEDERATION OF THE BLUEGRASS 1050 CHINOE RD LEXINGTON KY 40502 310906786 501(C)(3) 7300 0 CAMP SHALOM KENESETH ISRAEL CONGREGATION 2531 TAYLORSVILLE RD LOUISVILLE KY 40205 610448553 501(C)(3) 78700 0 PRESCHOOL SCHOLARSHIPS AND SYNAGOGUE ANNUAL FLEXIBLE FUNDING LOUISVILLE BEIT SEFER YACHAD 3700 DUTCHMANS LN LEXINGTON KY 40205 611288131 501(C)(3) 60000 0 RELIGIOUS SCHOOL NATIONAL COUNCIL OF JEWISH WOMEN 2055 L ST NW SUITE 650 WASHINGTON DC 20036 131641076 501(C)(3) 30000 0 CAPACITY BUILDING THE TEMPLE 5101 US HWY 42 LOUISVILLE KY 40241 610918772 501(C)(3) 201500 0 SYNAGOGUE ANNUAL FLEXIBLE FUNDING, RELIGIOUS SCHOOL AND PRESCHOOL SCHOLARSHIPS TEMPLE SHALOM 4615 LOWE RD LOUISVILLE KY 40220 310900603 501(C)(3) 45000 0 SYNAGOGUE ANNUAL FLEXIBLE FUNDING UNIVERSITY OF KENTUCKY 301 PETERSON SERVICE BUILDING LEXINGTON KY 40506 616033693 SECTION 115 563600 0 HOLOCAUST EDUCATION INITIATIVE AND JHF SCHOLARS JEWISH HERITAGE MITZVAH FUND 101 S 5TH ST SUITE 1600 LOUISVILLE KY 40202 460981799 501(C)(3) 33500 0 PROGRAM SUPPORT 34 1 PART I, LINE 2: JHF PROVIDES SUPPORT TO COMMUNITY ORGANIZATIONS, INCLUDING WITHOUT LIMITATION THE JEWISH COMMUNITY OF LOUISVILLE, INC., AS OUTLINED IN JHF'S ARTICLES OF INCORPORATION. ADDITIONALLY, THE GRANTS COMMITTEE, A COMMITTEE OF THE JHF BOARD OF TRUSTEES, WILL ASSIST THE JHF BOARD IN FULFILLING ITS OVERSIGHT RESPONSIBILITY FOR GRANTS ISSUED FROM ITS INVESTMENTS. X X X 0 0 0 0 0 0 0 0 0 JEFF POLSON PRESIDENT AND CEO 284615 0 0 0 0 0 17077 0 11544 0 313236 0 0 0 FORM 990, PART VI, SECTION B, LINE 11B A DRAFT COPY OF THE FORM 990 IS PROVIDED TO ALL BOARD MEMBERS FOR THEIR REVIEW PRIOR TO FILING WITH THE IRS. FORM 990, PART VI, SECTION B, LINE 12C JHF HAS A CONFLICT OF INTEREST DECLARATION THAT IS REVIEWED AND SIGNED BY EACH BOARD MEMBER ANNUALLY. A CONFLICT OF INTEREST STATEMENT IS READ PRIOR TO EACH MEETING OF THE BOARD OF TRUSTEES. FORM 990, PART VI, SECTION B, LINE 15A COMPENSATION INCLUDES A COMPARISON OF SIMILAR ORGANIZATIONS AND KEY EMPLOYEES LOCALLY, REGIONALLY AND NATIONALLY. INFORMATION WAS GATHERED FROM A VARIETY OF SOURCES, INCLUDING FORM 990S. FORM 990, PART VI, SECTION C, LINE 19 GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS ARE NOT AVAILABLE TO THE PUBLIC. STANDARD CLUB LAND LLC 101 S 5TH ST STE 1600 LOUISVILLE KY 40202 OWNS LAND AND BUILDINGS KY 4570653 JEWISH HERITAGE FUND FOR EXCELLENCE INC JEWISH HERITAGE MITZVAH FUND INC 101 S 5TH ST STE 1600 LOUISVILLE KY 40202 460981799 SUPPORTS THE JEWISH AND GENERAL COMMUNITY KY 501(C)(3) LINE 7 JEWISH HERITAGE FUND FOR EXCELLENCE INC 1 0 1 0 0 0 0 0 0 0 0 0 1 0 1 1 0 0 0 0