JEWISH HERITAGE FUND FOR EXCELLENCE INC: Form 990, tax year 2021
View the entire original 990 at ProPublica ↗
- Organization
- JEWISH HERITAGE FUND FOR EXCELLENCE INC (EIN 20-3805455)
- Tax period
- 2021-01-01 to 2021-12-31
- Filed
- 2022-11-02
- IRS object ID
- 202233069349302003
- Schema version
- 2021v4.2
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2022-11-02T11:32:54-05:00 | ReturnTs |
| Tax Period End | 2021-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 611064249 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | DEMING MALONE LIVESAY & OSTROFF PSC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 9300 SHELBYVILLE RD STE 1100 | AddressLine1Txt |
| City | LOUISVILLE | CityNm |
| State Abbreviation | KY | StateAbbreviationCd |
| ZIP | 402225187 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2021-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 203805455 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | JEWISH HERITAGE FUND FOR EXCELLENCE INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | JEWI | BusinessNameControlTxt |
| Phone | 5023653209 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 101 S 5TH ST SUITE 1600 | AddressLine1Txt |
| City | LOUISVILLE | CityNm |
| State Abbreviation | KY | StateAbbreviationCd |
| ZIP | 40202 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | JEFF POLSON | PersonNm |
| Person Title | PRESIDENT AND CEO | PersonTitleTxt |
| Phone | 5023653209 | PhoneNum |
| Signature | 2022-10-31 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | JEFF | PersonFirstNm |
| Person Last | POLSON | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | CHRISTINE N KOENIG | PreparerPersonNm |
| PTIN | P01022180 | PTIN |
| Phone | 5024269660 | PhoneNum |
| Preparation | 2022-10-31 | PreparationDt |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 3 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2021 | TaxYr |
| Build TS | 2022-09-23 18:48:47Z | BuildTS |
Form 990 IRS990
Doing Business As Name DoingBusinessAsName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | JEWISH HERITAGE FUND | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | JEFF POLSON | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 101 S 5TH ST SUITE 1600 | AddressLine1Txt |
| City | LOUISVILLE | CityNm |
| State Abbreviation | KY | StateAbbreviationCd |
| ZIP | 40202 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $107,785,553 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | JEWISHHERITAGEFUND.COM | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 2005 | FormationYr |
| Legal Domicile State | KY | LegalDomicileStateCd |
| Activity Or Mission | 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. | ActivityOrMissionDesc |
| Voting Members Governing Body | 18 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 18 | VotingMembersIndependentCnt |
| Total Employee | 5 | TotalEmployeeCnt |
| Total Volunteers | 20 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $0 | PYContributionsGrantsAmt |
| CY Contributions Grants | $0 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $0 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $0 | CYProgramServiceRevenueAmt |
| PY Investment Income | $13,820,787 | PYInvestmentIncomeAmt |
| CY Investment Income | $24,452,384 | CYInvestmentIncomeAmt |
| PY Other Revenue | $90,000 | PYOtherRevenueAmt |
| CY Other Revenue | $0 | CYOtherRevenueAmt |
| PY Total Revenue | $13,910,787 | PYTotalRevenueAmt |
| CY Total Revenue | $24,452,384 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $21,364,694 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $9,310,205 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $636,306 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $674,886 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $0 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $1,245,676 | PYOtherExpensesAmt |
| CY Other Expenses | $1,689,578 | CYOtherExpensesAmt |
| PY Total Expenses | $23,246,676 | PYTotalExpensesAmt |
| CY Total Expenses | $11,674,669 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | -$9,335,889 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $12,777,715 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $294,054,415 | TotalAssetsBOYAmt |
| Total Assets EOY | $316,702,876 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $10,341,042 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $5,041,696 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $283,713,373 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $311,661,180 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | 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. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $10,046,393 | ExpenseAmt |
| Grant | $9,310,205 | GrantAmt |
| Revenue | $24,452,384 | RevenueAmt |
| Desc | SUPPORT PROVIDED TO THE JEWISH HERITAGE MITZVAH FUND AND FOR SCIENTIFIC AND MEDICAL EDUCATION/RESEARCH; JEWISH COMMUNITIES; AND PUBLIC HEALTH AND WELLNESS. | Desc |
| Total Program Service Expenses | $10,046,393 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (1) | DescribedInSection501c3Ind |
| Schedule B Required | 0 | ScheduleBRequiredInd |
| Political Campaign Acty | 0 | PoliticalCampaignActyInd |
| Lobbying Activities | 0 | LobbyingActivitiesInd |
| Subject To Proxy Tax | 0 | SubjectToProxyTaxInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Conservation Easements | 0 | ConservationEasementsInd |
| Collections Of Art | 0 | CollectionsOfArtInd |
| Credit Counseling | 0 | CreditCounselingInd |
| Donor Rstr Or Quasi Endowments | 0 | DonorRstrOrQuasiEndowmentsInd |
| Report Land Building Equipment | Yes (1) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | Yes (1) | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | 0 | ReportProgramRelatedInvstInd |
| Report Other Assets | 0 | ReportOtherAssetsInd |
| Report Other Liabilities | 0 | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | Yes (1) | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | 0 | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | Yes (1) | ConsolidatedAuditFinclStmtInd |
| School Operating | 0 | SchoolOperatingInd |
| Foreign Office | 0 | ForeignOfficeInd |
| Foreign Activities | Yes (1) | ForeignActivitiesInd |
| More Than5000 K To Org | 0 | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividualsInd |
| Professional Fundraising | 0 | ProfessionalFundraisingInd |
| Fundraising Activities | 0 | FundraisingActivitiesInd |
| Gaming Activities | 0 | GamingActivitiesInd |
| Operate Hospital | 0 | OperateHospitalInd |
| Grants To Organizations | Yes (1) | GrantsToOrganizationsInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Schedule J Required | Yes (1) | ScheduleJRequiredInd |
| Tax Exempt Bonds | 0 | TaxExemptBondsInd |
| Engaged In Excess Benefit Trans | 0 | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | 0 | PYExcessBenefitTransInd |
| Loan Outstanding | 0 | LoanOutstandingInd |
| Grant To Related Person | 0 | GrantToRelatedPersonInd |
| Business Rln With Org Mem | 0 | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | 0 | BusinessRlnWithFamMemInd |
| Business Rln With35 Ctrl Ent | 0 | BusinessRlnWith35CtrlEntInd |
| Deductible Non Cash Contri | 0 | DeductibleNonCashContriInd |
| Deductible Art Contribution | 0 | DeductibleArtContributionInd |
| Terminate Operations | 0 | TerminateOperationsInd |
| Partial Liquidation | 0 | PartialLiquidationInd |
| Disregarded Entity | Yes (1) | DisregardedEntityInd |
| Related Entity | Yes (1) | RelatedEntityInd |
| Related Organization Ctrl Ent | Yes (1) | RelatedOrganizationCtrlEntInd |
| Transaction With Control Ent | 0 | TransactionWithControlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | 0 | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | 0 | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (1) | ScheduleORequiredInd |
| IRP Document | 9 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (1) | BackupWthldComplianceInd |
| Employee | 5 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (1) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Foreign Financial Account | 0 | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | 0 | TaxablePartyNotificationInd |
| Nondeductible Contributions | 0 | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | 0 | QuidProQuoContributionsInd |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOfInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Indoor Tanning Services | 0 | IndoorTanningServicesInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
| Subject To Excs Tax Net Invst Inc | 0 | SubjectToExcsTaxNetInvstIncInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 18 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 18 | IndependentVotingMemberCnt |
| Family Or Business Rln | 0 | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | 0 | DelegationOfMgmtDutiesInd |
| Change To Org Documents | Yes (1) | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | 0 | MembersOrStockholdersInd |
| Election Of Board Members | 0 | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | 0 | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (1) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (1) | MinutesOfCommitteesInd |
| Officer Mailing Address | 0 | OfficerMailingAddressInd |
| Local Chapters | 0 | LocalChaptersInd |
| Form990 Provided To Gvrn Body | Yes (1) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (1) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (1) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (1) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (1) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (1) | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (1) | CompensationProcessCEOInd |
| Compensation Process Other | 0 | CompensationProcessOtherInd |
| Investment In Joint Venture | 0 | InvestmentInJointVentureInd |
| States Where Copy Of Return Is Fld | KY | StatesWhereCopyOfReturnIsFldCd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE ORGANIZATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 5023653209 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 101 S 5TH ST SUITE 1600 | AddressLine1Txt |
| City | LOUISVILLE | CityNm |
| State Abbreviation | KY | StateAbbreviationCd |
| ZIP | 40202 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (21 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | OfficerOfficerInd |
|---|---|---|---|---|---|---|
| ALLAN LATTS | ||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |
| AMY D LAPINSKI | ||||||
| SECRETARY | 1.00 | Yes (X) | $0 | $0 | $0 | Yes (X) |
| BETSY BENNETT | ||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |
| BRUCE ROTH | ||||||
| TREASURER | 1.00 | Yes (X) | $0 | $0 | $0 | Yes (X) |
| DR NANCY MARTIN | ||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |
| DR GERALD TEMES | ||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |
| DR JULIA RICHERSON | ||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |
| DR KAREN ABRAMS | ||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |
| DR KEN MCLEISH | ||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |
| ERIC GOODMAN | ||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |
| GLENN E LEVINE | ||||||
| CHAIR | 1.00 | Yes (X) | $0 | $0 | $0 | Yes (X) |
| JACQUELYNE RICHARDSON | ||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |
| JENNIFER TUVLIN | ||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |
| JON GOLDBERG | ||||||
| VICE CHAIR | 1.00 | Yes (X) | $0 | $0 | $0 | Yes (X) |
| LINDA SCHUSTER | ||||||
| TRUSTEE (PREVIOUS) | 1.00 | Yes (X) | $0 | $0 | $0 | |
| MARK SWITOW | ||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |
| ROBIN STRATTON | ||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |
| RONALD W ABRAMS | ||||||
| TRUSTEE (PREVIOUS) | 1.00 | Yes (X) | $0 | $0 | $0 | |
| SANDY HAMMOND | ||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |
| WILLIAM ALTMAN | ||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |
| JEFF POLSON | ||||||
| PRESIDENT AND CEO | 40.00 | $249,769 | $0 | $25,082 | Yes (X) | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $249,769 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $25,082 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 1 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | 0 | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (1) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp (4 entries)
| Address Line1ContractorAddress/USAddress/AddressLine1Txt | CityContractorAddress/USAddress/CityNm | State AbbreviationContractorAddress/USAddress/StateAbbreviationCd | ZIPContractorAddress/USAddress/ZIPCd | ServicesServicesDesc | CompensationCompensationAmt |
|---|---|---|---|---|---|
| WELLINGTON TRUST COMPANY NA | |||||
| 280 CONGRESS STREE | BOSTON | MA | 02210 | INVESTMENT MANAGEMENT | $223,850 |
| ARISTOTLE CAPITAL MANAGEMENT | |||||
| 11100 SANTA MONICA BLVD STE 1700 | LOS ANGELES | CA | 90025 | INVESTMENT MANAGEMENT | $175,387 |
| FOURTH STREET PERFORMANCE PARTNERS | |||||
| 211 GARRARD ST | COVINGTON | KY | 41011 | INVESTMENT MANAGEMENT | $164,983 |
| GW&K INVESTMENT MANAGEMENT | |||||
| 222 BERKELEY ST | BOSTON | MA | 02116 | INVESTMENT MANAGEMENT | $123,752 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 4 | CntrctRcvdGreaterThan100KCnt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $7,231,844 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $7,231,844 | RelatedOrExemptFuncIncomeAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $100,553,709 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $83,333,169 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $17,220,540 | SecuritiesAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $17,220,540 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $17,220,540 | RelatedOrExemptFuncIncomeAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $24,452,384 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $24,452,384 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $0 | ExclusionAmt |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $9,310,205 | TotalAmt |
| Program Services | $9,310,205 | ProgramServicesAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $274,851 | TotalAmt |
| Program Services | $68,712 | ProgramServicesAmt |
| Management And General | $206,139 | ManagementAndGeneralAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $314,894 | TotalAmt |
| Program Services | $217,626 | ProgramServicesAmt |
| Management And General | $97,268 | ManagementAndGeneralAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $18,732 | TotalAmt |
| Program Services | $12,978 | ProgramServicesAmt |
| Management And General | $5,754 | ManagementAndGeneralAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $28,525 | TotalAmt |
| Program Services | $18,511 | ProgramServicesAmt |
| Management And General | $10,014 | ManagementAndGeneralAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $37,884 | TotalAmt |
| Program Services | $20,390 | ProgramServicesAmt |
| Management And General | $17,494 | ManagementAndGeneralAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $26,371 | TotalAmt |
| Program Services | $5,274 | ProgramServicesAmt |
| Management And General | $21,097 | ManagementAndGeneralAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $30,927 | TotalAmt |
| Management And General | $30,927 | ManagementAndGeneralAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $950,242 | TotalAmt |
| Management And General | $950,242 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $310,702 | TotalAmt |
| Program Services | $268,120 | ProgramServicesAmt |
| Management And General | $42,582 | ManagementAndGeneralAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $20,583 | TotalAmt |
| Program Services | $10,290 | ProgramServicesAmt |
| Management And General | $10,293 | ManagementAndGeneralAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $53,956 | TotalAmt |
| Program Services | $2,065 | ProgramServicesAmt |
| Management And General | $51,891 | ManagementAndGeneralAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $16,948 | TotalAmt |
| Program Services | $8,474 | ProgramServicesAmt |
| Management And General | $8,474 | ManagementAndGeneralAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $27,771 | TotalAmt |
| Management And General | $27,771 | ManagementAndGeneralAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $39,681 | TotalAmt |
| Management And General | $39,681 | ManagementAndGeneralAmt |
Other Expenses OtherExpensesGrp (3 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt |
|---|---|---|---|
| SCC EXPENSES | $114,367 | $5,718 | $108,649 |
| SPONSORSHIPS | $75,480 | $75,480 | |
| MARKETING AND ENGAGEMEN | $22,550 | $22,550 |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $11,674,669 | TotalAmt |
| Program Services | $10,046,393 | ProgramServicesAmt |
| Management And General | $1,628,276 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $686,864 | BOYAmt |
| EOY | $974,500 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $24,108 | BOYAmt |
| EOY | $75,940 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $4,872,965 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $243,460 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,657,276 | BOYAmt |
| EOY | $4,629,505 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $210,709,831 | BOYAmt |
| EOY | $226,351,016 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $77,976,336 | BOYAmt |
| EOY | $84,671,915 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $294,054,415 | BOYAmt |
| EOY | $316,702,876 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $93,565 | BOYAmt |
| EOY | $166,123 | EOYAmt |
Grants Payable GrantsPayableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $10,247,477 | BOYAmt |
| EOY | $4,875,573 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $10,341,042 | BOYAmt |
| EOY | $5,041,696 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $283,713,373 | BOYAmt |
| EOY | $311,661,180 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $283,713,373 | BOYAmt |
| EOY | $311,661,180 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $294,054,415 | BOYAmt |
| EOY | $316,702,876 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | $12,777,715 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $15,170,092 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | $0 | OtherChangesInNetAssetsAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | 0 | AccountantCompileOrReviewInd |
| FS Audited | Yes (1) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Consolidated Basis Fincl Stmt | Yes (X) | ConsolidatedBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (1) | AuditCommitteeInd |
| Federal Grant Audit Required | 0 | FederalGrantAuditRequiredInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Supporting Organization509a3 | Yes (X) | SupportingOrganization509a3Ind |
| Supporting Org Type2 | Yes (X) | SupportingOrgType2Ind |
| IRS Written Determination | Yes (X) | IRSWrittenDeterminationInd |
| Supported Organizations | 1 | SupportedOrganizationsCnt |
Supported Org Information SupportedOrgInformationGrp
Supported Organization Name SupportedOrganizationName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | JEWISH HERITAGE MITZVAH FUND INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 460981799 | EIN |
| Organization Type | 7 | OrganizationTypeCd |
| Governing Document Listed | Yes (1) | GoverningDocumentListedInd |
| Support | $33,500 | SupportAmt |
| Other Support | $0 | OtherSupportAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Supported Organizations Total | 1 | SupportedOrganizationsTotalCnt |
| Support Sum | $33,500 | SupportSumAmt |
| Other Support Sum | $0 | OtherSupportSumAmt |
Form990 Sch A Supporting Org Form990SchASupportingOrgGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Listed By Name Governing Doc | Yes (1) | ListedByNameGoverningDocInd |
| Suprt Org No IRS Determination | 0 | SuprtOrgNoIRSDeterminationInd |
| Supported Org Section C456 | 0 | SupportedOrgSectionC456Ind |
| Supported Org Not Organized US | 0 | SupportedOrgNotOrganizedUSInd |
| Organization Change Suprt Org | 0 | OrganizationChangeSuprtOrgInd |
| Support Non Supported Org | Yes (1) | SupportNonSupportedOrgInd |
| Payment Substantial Contribtr | 0 | PaymentSubstantialContribtrInd |
| Loan Disqualified Person | 0 | LoanDisqualifiedPersonInd |
| Controlled Disqualified Prsn | 0 | ControlledDisqualifiedPrsnInd |
| Disqualified Prsn Controll Int | 0 | DisqualifiedPrsnControllIntInd |
| Disqualified Prsn Ownr Int | 0 | DisqualifiedPrsnOwnrIntInd |
| Excess Business Holdings Rules | 0 | ExcessBusinessHoldingsRulesInd |
| Contribution Controller | 0 | ContributionControllerInd |
| Contribution Family | 0 | ContributionFamilyInd |
| Contribution35 Controlled | 0 | Contribution35ControlledInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Majority Dir Trst Supported Org | 0 | MajorityDirTrstSupportedOrgInd |
Form990 Schedule A Part VI Form990ScheduleAPartVIGrp (3 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| 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. |
Schedule D IRS990ScheduleD
Land LandGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $4,119,890 | OtherCostOrOtherBasisAmt |
| Book Value | $4,119,890 | BookValueAmt |
Buildings BuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $674,457 | OtherCostOrOtherBasisAmt |
| Depreciation | $184,023 | DepreciationAmt |
| Book Value | $490,434 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $78,618 | OtherCostOrOtherBasisAmt |
| Depreciation | $59,437 | DepreciationAmt |
| Book Value | $19,181 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $4,629,505 | TotalBookValueLandBuildingsAmt |
Other Securities OtherSecuritiesGrp (4 entries)
| DescDesc | Book ValueBookValueAmt | Method ValuationMethodValuationCd |
|---|---|---|
| COMMON TRUST FUND | $34,201,964 | F |
| MASTER FUND | $32,433,763 | F |
| INVESTMENT PARTNERSHIP | $16,063,558 | F |
| FOREIGN INVESTMENT PARTNERSHIP | $1,972,630 | F |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Securities | $84,671,915 | TotalBookValueSecuritiesAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
| Total Rev Etc Audited Fincl Stmt | $38,638,678 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | $15,170,092 | NetUnrealizedGainsInvstAmt |
| Revenue Not Reported | $15,170,092 | RevenueNotReportedAmt |
| Revenue Subtotal | $23,468,586 | RevenueSubtotalAmt |
| Investment Expenses Not Incld | $983,798 | InvestmentExpensesNotIncldAmt |
| Revenue Not Reported Fincl Stmt | $983,798 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $24,452,384 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $10,690,871 | TotExpnsEtcAuditedFinclStmtAmt |
| Expenses Not Reported | $0 | ExpensesNotReportedAmt |
| Expenses Subtotal | $10,690,871 | ExpensesSubtotalAmt |
| Investment Expenses Not Incld2 | $983,798 | InvestmentExpensesNotIncld2Amt |
| Expenses Not Rpt Fincl Stmt | $983,798 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $11,674,669 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART X, LINE 2: | FormAndLineReferenceDesc |
| Explanation | 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, 2021 AND 2020, 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. | ExplanationTxt |
Schedule F IRS990ScheduleF
Account Activities Outside US AccountActivitiesOutsideUSGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Region | CENTRAL AMERICA AND THE CARIBBEAN | RegionTxt |
| Offices | 0 | OfficesCnt |
| Employee | 0 | EmployeeCnt |
| Type Of Activities Conducted | INVESTMENTS | TypeOfActivitiesConductedTxt |
| Region Total Expenditures | $1,972,630 | RegionTotalExpendituresAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Subtotal Offices | 0 | SubtotalOfficesCnt |
| Subtotal Employees | 0 | SubtotalEmployeesCnt |
| Continuation Total Office | 0 | ContinuationTotalOfficeCnt |
| Continuation Total Employee | 0 | ContinuationTotalEmployeeCnt |
| Total Office | 0 | TotalOfficeCnt |
| Total Employee | 0 | TotalEmployeeCnt |
| Subtotal Spent | $1,972,630 | SubtotalSpentAmt |
| Continuation Spent | $0 | ContinuationSpentAmt |
| Total Spent | $1,972,630 | TotalSpentAmt |
| Transfer To Foreign Corp | Yes (1) | TransferToForeignCorpInd |
| Interest In Foreign Trust | 0 | InterestInForeignTrustInd |
| Foreign Corp Ownership | Yes (1) | ForeignCorpOwnershipInd |
| Passive Foreign Investmest Co | Yes (1) | PassiveForeignInvestmestCoInd |
| Foreign Partnership | 0 | ForeignPartnershipInd |
| Boycott Countries | 0 | BoycottCountriesInd |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART III ACCOUNTING METHOD: | |
| SCHEDULE F, PART I, LINE 3 | CENTRAL AMERICA AND THE CARIBBEAN: ACCRUAL |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (1) | GrantRecordsMaintainedInd |
Recipient Table RecipientTable (35 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Recipient EINRecipientEIN | IRC SectionIRCSectionDesc | Cash GrantCashGrantAmt | Non Cash AssistanceNonCashAssistanceAmt | Purpose Of GrantPurposeOfGrantTxt |
|---|---|---|---|---|---|---|---|---|
| 2NOT1 | ||||||||
| PO BOX 2791 | LOUISVILLE | KY | 40201 | 262914155 | 501(C)(3) | $60,000 | $0 | MENTORING |
| ADATH JESHURUN | ||||||||
| 2401 WOODBOURNE AVE | LOUISVILLE | KY | 40205 | 610458363 | 501(C)(3) | $154,799 | $0 | MELTONMELTON #2PRESCHOOL SCHOLARSHIPSSYNAGOGUE PRIORITY SUPPORT |
| ANSHEI SFARD | ||||||||
| 2904 BARDSTOWN RD | LOUISVILLE | KY | 40205 | 610587699 | 501(C)(3) | $20,000 | $0 | SYNAGOGUE PRIORITY SUPPORT |
| BACKSIDE LEARNING CENTER | ||||||||
| 3131 S 2ND ST BOX 389 | LOUISVILLE | KY | 40208 | 371803514 | 501(C)(3) | $95,138 | $0 | YOUTH DEVELOPMENT |
| BOYS AND GIRLS HAVEN | ||||||||
| 2301 GOLDSMITH LN | LOUISVILLE | KY | 40218 | 610479621 | 501(C)(3) | $50,000 | $0 | PREVENTION: HOMELESSNESS/OPPORTUNITY YOUTH |
| BUNBURY THEATRE | ||||||||
| 604 S 3RD ST | LOUISVILLE | KY | 40202 | 611105681 | 501(C)(3) | $60,000 | $0 | SHPIEL |
| COMMUNITY FOUNDATION OF LOUISVILLE | ||||||||
| 325 W MAIN ST SUITE 1110 | LOUISVILLE | KY | 40202 | 611100993 | 501(C)(3) | $10,000 | $0 | GIVE FOR GOOD LOUISVILLE |
| FILSON HISTORICAL SOCIETY | ||||||||
| 1310 S 3RD ST | LOUISVILLE | KY | 40208 | 610444690 | 501(C)(3) | $130,040 | $0 | COMMUNITY HISTORY FELLOWS |
| FOOD LITERACY PROJECT | ||||||||
| 9001 LIMEHOUSE LN | LOUISVILLE | KY | 40222 | 205014424 | 501(C)(3) | $32,750 | $0 | CULTIVATING SUSTAINABILITY |
| JEWISH COMMUNITY OF LOUISVILLE | ||||||||
| 3600 DUTCHMANS LANE | LOUISVILLE | KY | 40205 | 610444765 | 501(C)(3) | $4,871,409 | $0 | SAFELOUISVILLE SECURITY DIRECTORBUILDING BRIDGESCAMP & ISRAEL 2022CHESEDJTOMORROW |
| JEWISH FAMILY AND CAREER SERVICES | ||||||||
| 2821 KLEMPNER WAY | LOUISVILLE | KY | 40205 | 610444704 | 501(C)(3) | $450,000 | $0 | FAMILY STRENGTHENING AND CAPACITY BUILDING |
| KENESETH ISRAEL CONGREGATION | ||||||||
| 2531 TAYLORSVILLE RD | LOUISVILLE | KY | 40205 | 610448553 | 501(C)(3) | $64,300 | $0 | PRESCHOOL SCHOLARSHIPSSYNAGOGUE PRIORITY SUPPORT |
| KENTUCKIANAWORKS (SUMMERWORKS) | ||||||||
| 410 W CHESTNUT ST STE 200 | LOUISVILLE | KY | 40202 | 464856936 | 501(C)(3) | $80,000 | $0 | YOUTH EMPLOYMENT |
| KENTUCKY INSTITUTE FOR TORAH EDUCATION | ||||||||
| 1979 RICHMOND DR | LOUISVILLE | KY | 40205 | 812862463 | 501(C)(3) | $12,450 | $0 | FUNDRAISING COACH |
| KENTUCKY YOUTH ADVOCATES | ||||||||
| 10200 LINN STATION RD SUITE 310 | LOUISVILLE | KY | 40223 | 610929390 | 501(C)(3) | $75,000 | $0 | ACES ADVOCACY |
| LOUISVILLE BEIT SEFER YACHAD | ||||||||
| 3700 DUTCHMANS LN | LOUISVILLE | KY | 40205 | 611288131 | 501(C)(3) | $45,000 | $0 | PROGRAM SUPPORT |
| LOUISVILLE HIGH SCHOOL JEWISH STUDIES | ||||||||
| 3600 DUTCHMANS LANE | LOUISVILLE | KY | 40205 | 611294226 | 501(C)(3) | $20,000 | $0 | PROGRAM SUPPORT |
| LOUISVILLE ORCHESTRA | ||||||||
| 815 W MARKET 3RD FLOOR | LOUISVILLE | KY | 40202 | 616000384 | 501(C)(3) | $100,000 | $0 | JEWISH AND BLACK MUSICAL COLLABORATION SERIES |
| LOUISVILLE PUBLIC MEDIA | ||||||||
| 619 SOUTH 4TH STREET | LOUISVILLE | KY | 40202 | 611259787 | 501(C)(3) | $100,000 | $0 | PUBLIC AWARENESS |
| MARYHURST | ||||||||
| 1015 DORSEY LN | LOUISVILLE | KY | 40223 | 311542209 | 501(C)(3) | $75,000 | $0 | MENTAL WELLNESS |
| NATIONAL COUNCIL OF JEWISH WOMEN | ||||||||
| 2055 L ST NW SUITE 650 | WASHIGNTON | DC | 20036 | 131641076 | 501(C)(3) | $30,000 | $0 | EXECUTIVE DIRECTOR |
| PARK DUVALLE COMMUNITY HEALTH | ||||||||
| 3015 WILSON AVE | LOUISVILLE | KY | 40211 | 610666209 | 501(C)(3) | $300,000 | $0 | SCHOOL BASED CLINIC |
| PLANNED PARENTHOOD | ||||||||
| 123 WILLIAM ST | NEW YORK | NY | 10038 | 131644147 | 501(C)(3) | $100,000 | $0 | PREVENTION: SEXUAL BEHAVIOR EDUCATION |
| SEVEN COUNTIES SERVICES | ||||||||
| 10401 LINN STATION ROAD SUITE 100 | LOUISVILLE | KY | 40223 | 310939757 | 501(C)(3) | $125,000 | $0 | PREVENTION: HOMELESSNESS/OPPORTUNITY YOUTH |
| SHAWNEE CHRISTIAN HEALTH CENTER | ||||||||
| 234 AMY AVE | LOUISVILLE | KY | 40212 | 264345390 | 501(C)(3) | $25,000 | $0 | SCHOOL BASED CLINIC |
| SWEET EVENING BREEZE | ||||||||
| 801 BARRET AVE SUITE 211 | LOUISVILLE | KY | 40204 | 834047022 | 501(C)(3) | $100,000 | $0 | PREVENTION: HOMELESSNESS/OPPORTUNITY YOUTH |
| TEMPLE SHALOM | ||||||||
| 4615 LOWE RD | LOUISVILLE | KY | 40220 | 310900603 | 501(C)(3) | $37,500 | $0 | SYNAGOGUE PRIORITY SUPPORT |
| THE TEMPLE | ||||||||
| 5101 US HWY 42 | LOUISVILLE | KY | 40241 | 610918772 | 501(C)(3) | $175,000 | $0 | PRESCHOOL SCHOLARSHIPSRELIGIOUS SCHOOLSYNAGOGUE PRIORITY SUPPORT |
| UNIVERSITY OF KENTUCKY | ||||||||
| 301 PETERSON SERVICE BUILDING | LEXINGTON | KY | 40506 | 616001218 | SECTION 115 | $122,119 | $0 | STUDENT JEWISH LIFE DIRECTORHOLOCAUST EDUCATION DEVELOPMENT |
| UNIVERSITY OF LOUISVILLE FOUNDATION | ||||||||
| 215 CENTRAL AVENUE SUITE 212 | LOUISVILLE | KY | 40208 | 237078461 | 501(C)(3) | $1,200,000 | $0 | RECRUITMENT GRANT, ENHANCEMENT GRANT |
| UNIVERSITY OF LOUISVILLE | ||||||||
| 2301 S 3RD ST | LOUISVILLE | KY | 40208 | 611014882 | SECTION 115 | $366,000 | $0 | PREVENTION: PHYSICAL HEALTHHEALTHY RELATIONSHIPSYOUTH DEVELOPMENT/SOCIAL JUSTICE/EQUITY |
| WESTERN KENTUCKY UNIVERSITY | ||||||||
| 1906 COLLEGE HEIGHTS BLVD 11006 | BOWLING GREEN | KY | 42101 | 616055628 | SECTION 115 | $75,000 | $0 | VISITING JEWISH STUDIES SCHOLAR |
| WHITNEY STRONG | ||||||||
| 3044 BARDSTOWN RD 125 | LOUISVILLE | KY | 40205 | 831941981 | 501(C)(3) | $85,200 | $0 | PREVENTION: VIOLENCE |
| WILDERNESS LOUISVILLE | ||||||||
| PO BOX 456 | FAIRDALE | KY | 40118 | 463746914 | 501(C)(3) | $30,000 | $0 | YOUTH EMPLOYMENT |
| JEWISH HERITAGE MITZVAH FUND INC | ||||||||
| 101 S 5TH ST SUITE 1600 | LOUISVILLE | KY | 40202 | 460981799 | 501(C)(3) | $33,500 | $0 | GENERAL SUPPORT |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total501c3 Org | 32 | Total501c3OrgCnt |
| Total Other Org | 3 | TotalOtherOrgCnt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, LINE 2: | FormAndLineReferenceDesc |
| Explanation | 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. | ExplanationTxt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form990 Of Other Organizations | Yes (X) | Form990OfOtherOrganizationsInd |
| Written Employment Contract | Yes (X) | WrittenEmploymentContractInd |
| Board Or Committee Approval | Yes (X) | BoardOrCommitteeApprovalInd |
| Severance Payment | 0 | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | 0 | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | 0 | EquityBasedCompArrngmInd |
| Comp Based On Revenue Of Flng Org | 0 | CompBasedOnRevenueOfFlngOrgInd |
| Comp Bsd On Rev Related Orgs | 0 | CompBsdOnRevRelatedOrgsInd |
| Comp Bsd Net Earns Flng Org | 0 | CompBsdNetEarnsFlngOrgInd |
| Comp Bsd Net Earns Rltd Orgs | 0 | CompBsdNetEarnsRltdOrgsInd |
| Any Non Fixed Payments | 0 | AnyNonFixedPaymentsInd |
| Initial Contract Exception | 0 | InitialContractExceptionInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | JEFF POLSON | PersonNm |
| Title | PRESIDENT AND CEO | TitleTxt |
| Base Compensation Filing Org | $249,769 | BaseCompensationFilingOrgAmt |
| Compensation Based On Rltd Orgs | $0 | CompensationBasedOnRltdOrgsAmt |
| Bonus Filing Organization | $0 | BonusFilingOrganizationAmount |
| Bonus Related Organizations | $0 | BonusRelatedOrganizationsAmt |
| Other Compensation Filing Org | $0 | OtherCompensationFilingOrgAmt |
| Other Compensation Rltd Orgs | $0 | OtherCompensationRltdOrgsAmt |
| Deferred Compensation Flng Org | $14,986 | DeferredCompensationFlngOrgAmt |
| Deferred Comp Rltd Orgs | $0 | DeferredCompRltdOrgsAmt |
| Nontaxable Benefits Filing Org | $10,096 | NontaxableBenefitsFilingOrgAmt |
| Nontaxable Benefits Rltd Orgs | $0 | NontaxableBenefitsRltdOrgsAmt |
| Total Compensation Filing Org | $274,851 | TotalCompensationFilingOrgAmt |
| Total Compensation Rltd Orgs | $0 | TotalCompensationRltdOrgsAmt |
| Comp Report Prior990 Filing Org | $0 | CompReportPrior990FilingOrgAmt |
| Comp Report Prior990 Rltd Orgs | $0 | CompReportPrior990RltdOrgsAmt |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (5 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART VI, SECTION A, LINE 4 | THE ORGANIZATION'S BYLAWS WERE REVISED TO CHANGE THE TITLE OF THE ORGANIZATION'S MANAGEMENT OFFICER FROM EXECUTIVE DIRECTOR TO PRESIDENT AND CEO; TO REMOVE REFERENCES TO THE THE UNIVERSITY OF LOUISVILLE AND JEWISH HOSPITAL CARDIOVASCULAR INNOVATION INSTITUTE AND UNIVERSITY HEALTH CARE, INC. D/B/A PASSPORT HEALTH PLAN; AND TO UPDATE THE NAMES AND RESPONSIBILITIES OF STANDING COMMITTEES. |
| 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. |
Schedule R IRS990ScheduleR
Id Disregarded Entities IdDisregardedEntitiesGrp
Disregarded Entity Name DisregardedEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | STANDARD CLUB LAND LLC | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 101 S 5TH ST STE 1600 | AddressLine1Txt |
| City | LOUISVILLE | CityNm |
| State Abbreviation | KY | StateAbbreviationCd |
| ZIP | 40202 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Primary Activities | OWNS LAND AND BUILDINGS | PrimaryActivitiesTxt |
| Legal Domicile State | KY | LegalDomicileStateCd |
| End Of Year Assets | $4,616,758 | EndOfYearAssetsAmt |
Direct Controlling Entity Name DirectControllingEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | JEWISH HERITAGE FUND FOR EXCELLENCE INC | BusinessNameLine1Txt |
Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp
Disregarded Entity Name DisregardedEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | JEWISH HERITAGE MITZVAH FUND INC | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 101 S 5TH ST STE 1600 | AddressLine1Txt |
| City | LOUISVILLE | CityNm |
| State Abbreviation | KY | StateAbbreviationCd |
| ZIP | 40202 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 460981799 | EIN |
| Primary Activities | SUPPORTS THE JEWISH AND GENERAL COMMUNITY | PrimaryActivitiesTxt |
| Legal Domicile State | KY | LegalDomicileStateCd |
| Exempt Code Section | 501(C)(3) | ExemptCodeSectionTxt |
| Public Charity Status | LINE 7 | PublicCharityStatusTxt |
Direct Controlling Entity Name DirectControllingEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | JEWISH HERITAGE FUND FOR EXCELLENCE INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Controlled Organization | Yes (1) | ControlledOrganizationInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Annts Rnts Rylts | 0 | ReceiptOfIntAnntsRntsRyltsInd |
| Gift Grnt Or Cap Contri To Oth Org | Yes (1) | GiftGrntOrCapContriToOthOrgInd |
| Gift Grnt Cap Contri From Oth Org | 0 | GiftGrntCapContriFromOthOrgInd |
| Loans Or Guarantees To Other Org | 0 | LoansOrGuaranteesToOtherOrgInd |
| Loans Or Guarantees From Oth Org | 0 | LoansOrGuaranteesFromOthOrgInd |
| Div Related Organization | 0 | DivRelatedOrganizationInd |
| Asset Sale To Other Org | 0 | AssetSaleToOtherOrgInd |
| Asset Purchase From Other Org | 0 | AssetPurchaseFromOtherOrgInd |
| Asset Exchange | 0 | AssetExchangeInd |
| Rental Of Facilities To Oth Org | 0 | RentalOfFacilitiesToOthOrgInd |
| Rental Of Fclts From Oth Org | 0 | RentalOfFcltsFromOthOrgInd |
| Perform Of Services For Oth Org | Yes (1) | PerformOfServicesForOthOrgInd |
| Perform Of Services By Other Org | 0 | PerformOfServicesByOtherOrgInd |
| Sharing Of Facilities | Yes (1) | SharingOfFacilitiesInd |
| Paid Employees Sharing | 0 | PaidEmployeesSharingInd |
| Reimbursement Paid To Other Org | 0 | ReimbursementPaidToOtherOrgInd |
| Reimbursement Paid By Other Org | 0 | ReimbursementPaidByOtherOrgInd |
| Transfer To Other Org | 0 | TransferToOtherOrgInd |
| Transfer From Other Org | 0 | TransferFromOtherOrgInd |
Comments