2022-11-02T11:32:54-05:00 2021-12-31 611064249 DEMING MALONE LIVESAY & OSTROFF PSC 9300 SHELBYVILLE RD STE 1100 LOUISVILLE KY 402225187 990 2021-01-01 203805455 JEWISH HERITAGE FUND FOR EXCELLENCE INC JEWI 5023653209 101 S 5TH ST SUITE 1600 LOUISVILLE KY 40202 JEFF POLSON PRESIDENT AND CEO 5023653209 2022-10-31 1 JEFF POLSON 999009999 CHRISTINE N KOENIG P01022180 5024269660 2022-10-31 3 AAL1 IAL1 2021 2022-09-23 18:48:47Z JEWISH HERITAGE FUND JEFF POLSON 101 S 5TH ST SUITE 1600 LOUISVILLE KY 40202 107785553 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. 18 18 5 20 0 0 0 0 0 0 13820787 24452384 90000 0 13910787 24452384 21364694 9310205 0 0 636306 674886 0 0 0 1245676 1689578 23246676 11674669 -9335889 12777715 294054415 316702876 10341042 5041696 283713373 311661180 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 10046393 9310205 24452384 SUPPORT PROVIDED TO THE JEWISH HERITAGE MITZVAH FUND AND FOR SCIENTIFIC AND MEDICAL EDUCATION/RESEARCH; JEWISH COMMUNITIES; AND PUBLIC HEALTH AND WELLNESS. 10046393 1 0 0 0 0 0 0 0 0 0 1 1 0 0 0 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 9 0 1 5 1 0 0 0 0 0 0 0 0 0 0 0 0 X 18 18 0 0 1 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 ALLAN LATTS TRUSTEE 1.00 X 0 0 0 AMY D LAPINSKI SECRETARY 1.00 X X 0 0 0 BETSY BENNETT TRUSTEE 1.00 X 0 0 0 BRUCE ROTH TREASURER 1.00 X X 0 0 0 DR NANCY MARTIN TRUSTEE 1.00 X 0 0 0 DR GERALD TEMES TRUSTEE 1.00 X 0 0 0 DR JULIA RICHERSON TRUSTEE 1.00 X 0 0 0 DR KAREN ABRAMS TRUSTEE 1.00 X 0 0 0 DR KEN MCLEISH TRUSTEE 1.00 X 0 0 0 ERIC GOODMAN TRUSTEE 1.00 X 0 0 0 GLENN E LEVINE CHAIR 1.00 X X 0 0 0 JACQUELYNE RICHARDSON TRUSTEE 1.00 X 0 0 0 JENNIFER TUVLIN TRUSTEE 1.00 X 0 0 0 JON GOLDBERG VICE CHAIR 1.00 X X 0 0 0 LINDA SCHUSTER TRUSTEE (PREVIOUS) 1.00 X 0 0 0 MARK SWITOW TRUSTEE 1.00 X 0 0 0 ROBIN STRATTON TRUSTEE 1.00 X 0 0 0 RONALD W ABRAMS TRUSTEE (PREVIOUS) 1.00 X 0 0 0 SANDY HAMMOND TRUSTEE 1.00 X 0 0 0 WILLIAM ALTMAN TRUSTEE 1.00 X 0 0 0 JEFF POLSON PRESIDENT AND CEO 40.00 X 249769 0 25082 249769 0 25082 1 0 1 0 WELLINGTON TRUST COMPANY NA 280 CONGRESS STREE BOSTON MA 02210 INVESTMENT MANAGEMENT 223850 ARISTOTLE CAPITAL MANAGEMENT 11100 SANTA MONICA BLVD STE 1700 LOS ANGELES CA 90025 INVESTMENT MANAGEMENT 175387 FOURTH STREET PERFORMANCE PARTNERS 211 GARRARD ST COVINGTON KY 41011 INVESTMENT MANAGEMENT 164983 GW&K INVESTMENT MANAGEMENT 222 BERKELEY ST BOSTON MA 02116 INVESTMENT MANAGEMENT 123752 4 7231844 7231844 100553709 83333169 17220540 17220540 17220540 24452384 24452384 0 0 9310205 9310205 274851 68712 206139 314894 217626 97268 18732 12978 5754 28525 18511 10014 37884 20390 17494 26371 5274 21097 30927 30927 950242 950242 310702 268120 42582 20583 10290 10293 53956 2065 51891 16948 8474 8474 27771 27771 39681 39681 SCC EXPENSES 114367 5718 108649 SPONSORSHIPS 75480 75480 MARKETING AND ENGAGEMEN 22550 22550 11674669 10046393 1628276 0 686864 974500 24108 75940 4872965 243460 4657276 4629505 210709831 226351016 77976336 84671915 294054415 316702876 93565 166123 10247477 4875573 10341042 5041696 X 283713373 311661180 283713373 311661180 294054415 316702876 12777715 15170092 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 184023 490434 78618 59437 19181 4629505 COMMON TRUST FUND 34201964 F MASTER FUND 32433763 F INVESTMENT PARTNERSHIP 16063558 F FOREIGN INVESTMENT PARTNERSHIP 1972630 F 84671915 X 38638678 15170092 15170092 23468586 983798 983798 24452384 10690871 0 10690871 983798 983798 11674669 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, 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. CENTRAL AMERICA AND THE CARIBBEAN 0 0 INVESTMENTS 1972630 0 0 0 0 0 0 1972630 0 1972630 1 0 1 1 0 0 PART III ACCOUNTING METHOD: SCHEDULE F, PART I, LINE 3 CENTRAL AMERICA AND THE CARIBBEAN: ACCRUAL 1 2NOT1 PO BOX 2791 LOUISVILLE KY 40201 262914155 501(C)(3) 60000 0 MENTORING ADATH JESHURUN 2401 WOODBOURNE AVE LOUISVILLE KY 40205 610458363 501(C)(3) 154799 0 MELTONMELTON #2PRESCHOOL SCHOLARSHIPSSYNAGOGUE PRIORITY SUPPORT ANSHEI SFARD 2904 BARDSTOWN RD LOUISVILLE KY 40205 610587699 501(C)(3) 20000 0 SYNAGOGUE PRIORITY SUPPORT BACKSIDE LEARNING CENTER 3131 S 2ND ST BOX 389 LOUISVILLE KY 40208 371803514 501(C)(3) 95138 0 YOUTH DEVELOPMENT BOYS AND GIRLS HAVEN 2301 GOLDSMITH LN LOUISVILLE KY 40218 610479621 501(C)(3) 50000 0 PREVENTION: HOMELESSNESS/OPPORTUNITY YOUTH BUNBURY THEATRE 604 S 3RD ST LOUISVILLE KY 40202 611105681 501(C)(3) 60000 0 SHPIEL COMMUNITY FOUNDATION OF LOUISVILLE 325 W MAIN ST SUITE 1110 LOUISVILLE KY 40202 611100993 501(C)(3) 10000 0 GIVE FOR GOOD LOUISVILLE FILSON HISTORICAL SOCIETY 1310 S 3RD ST LOUISVILLE KY 40208 610444690 501(C)(3) 130040 0 COMMUNITY HISTORY FELLOWS FOOD LITERACY PROJECT 9001 LIMEHOUSE LN LOUISVILLE KY 40222 205014424 501(C)(3) 32750 0 CULTIVATING SUSTAINABILITY JEWISH COMMUNITY OF LOUISVILLE 3600 DUTCHMANS LANE LOUISVILLE KY 40205 610444765 501(C)(3) 4871409 0 SAFELOUISVILLE SECURITY DIRECTORBUILDING BRIDGESCAMP & ISRAEL 2022CHESEDJTOMORROW JEWISH FAMILY AND CAREER SERVICES 2821 KLEMPNER WAY LOUISVILLE KY 40205 610444704 501(C)(3) 450000 0 FAMILY STRENGTHENING AND CAPACITY BUILDING KENESETH ISRAEL CONGREGATION 2531 TAYLORSVILLE RD LOUISVILLE KY 40205 610448553 501(C)(3) 64300 0 PRESCHOOL SCHOLARSHIPSSYNAGOGUE PRIORITY SUPPORT KENTUCKIANAWORKS (SUMMERWORKS) 410 W CHESTNUT ST STE 200 LOUISVILLE KY 40202 464856936 501(C)(3) 80000 0 YOUTH EMPLOYMENT KENTUCKY INSTITUTE FOR TORAH EDUCATION 1979 RICHMOND DR LOUISVILLE KY 40205 812862463 501(C)(3) 12450 0 FUNDRAISING COACH KENTUCKY YOUTH ADVOCATES 10200 LINN STATION RD SUITE 310 LOUISVILLE KY 40223 610929390 501(C)(3) 75000 0 ACES ADVOCACY LOUISVILLE BEIT SEFER YACHAD 3700 DUTCHMANS LN LOUISVILLE KY 40205 611288131 501(C)(3) 45000 0 PROGRAM SUPPORT LOUISVILLE HIGH SCHOOL JEWISH STUDIES 3600 DUTCHMANS LANE LOUISVILLE KY 40205 611294226 501(C)(3) 20000 0 PROGRAM SUPPORT LOUISVILLE ORCHESTRA 815 W MARKET 3RD FLOOR LOUISVILLE KY 40202 616000384 501(C)(3) 100000 0 JEWISH AND BLACK MUSICAL COLLABORATION SERIES LOUISVILLE PUBLIC MEDIA 619 SOUTH 4TH STREET LOUISVILLE KY 40202 611259787 501(C)(3) 100000 0 PUBLIC AWARENESS MARYHURST 1015 DORSEY LN LOUISVILLE KY 40223 311542209 501(C)(3) 75000 0 MENTAL WELLNESS NATIONAL COUNCIL OF JEWISH WOMEN 2055 L ST NW SUITE 650 WASHIGNTON DC 20036 131641076 501(C)(3) 30000 0 EXECUTIVE DIRECTOR PARK DUVALLE COMMUNITY HEALTH 3015 WILSON AVE LOUISVILLE KY 40211 610666209 501(C)(3) 300000 0 SCHOOL BASED CLINIC PLANNED PARENTHOOD 123 WILLIAM ST NEW YORK NY 10038 131644147 501(C)(3) 100000 0 PREVENTION: SEXUAL BEHAVIOR EDUCATION SEVEN COUNTIES SERVICES 10401 LINN STATION ROAD SUITE 100 LOUISVILLE KY 40223 310939757 501(C)(3) 125000 0 PREVENTION: HOMELESSNESS/OPPORTUNITY YOUTH SHAWNEE CHRISTIAN HEALTH CENTER 234 AMY AVE LOUISVILLE KY 40212 264345390 501(C)(3) 25000 0 SCHOOL BASED CLINIC SWEET EVENING BREEZE 801 BARRET AVE SUITE 211 LOUISVILLE KY 40204 834047022 501(C)(3) 100000 0 PREVENTION: HOMELESSNESS/OPPORTUNITY YOUTH TEMPLE SHALOM 4615 LOWE RD LOUISVILLE KY 40220 310900603 501(C)(3) 37500 0 SYNAGOGUE PRIORITY SUPPORT THE TEMPLE 5101 US HWY 42 LOUISVILLE KY 40241 610918772 501(C)(3) 175000 0 PRESCHOOL SCHOLARSHIPSRELIGIOUS SCHOOLSYNAGOGUE PRIORITY SUPPORT UNIVERSITY OF KENTUCKY 301 PETERSON SERVICE BUILDING LEXINGTON KY 40506 616001218 SECTION 115 122119 0 STUDENT JEWISH LIFE DIRECTORHOLOCAUST EDUCATION DEVELOPMENT UNIVERSITY OF LOUISVILLE FOUNDATION 215 CENTRAL AVENUE SUITE 212 LOUISVILLE KY 40208 237078461 501(C)(3) 1200000 0 RECRUITMENT GRANT, ENHANCEMENT GRANT UNIVERSITY OF LOUISVILLE 2301 S 3RD ST LOUISVILLE KY 40208 611014882 SECTION 115 366000 0 PREVENTION: PHYSICAL HEALTHHEALTHY RELATIONSHIPSYOUTH DEVELOPMENT/SOCIAL JUSTICE/EQUITY WESTERN KENTUCKY UNIVERSITY 1906 COLLEGE HEIGHTS BLVD 11006 BOWLING GREEN KY 42101 616055628 SECTION 115 75000 0 VISITING JEWISH STUDIES SCHOLAR WHITNEY STRONG 3044 BARDSTOWN RD 125 LOUISVILLE KY 40205 831941981 501(C)(3) 85200 0 PREVENTION: VIOLENCE WILDERNESS LOUISVILLE PO BOX 456 FAIRDALE KY 40118 463746914 501(C)(3) 30000 0 YOUTH EMPLOYMENT JEWISH HERITAGE MITZVAH FUND INC 101 S 5TH ST SUITE 1600 LOUISVILLE KY 40202 460981799 501(C)(3) 33500 0 GENERAL SUPPORT 32 3 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 249769 0 0 0 0 0 14986 0 10096 0 274851 0 0 0 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. STANDARD CLUB LAND LLC 101 S 5TH ST STE 1600 LOUISVILLE KY 40202 OWNS LAND AND BUILDINGS KY 4616758 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 0 0 0 0 0