2021-11-11T15:12:15-06:00 2020-12-31 431562209 House Park Dobratz & Wiebler PC 605 W 47th Street Suite 301 Kansas City MO 64112 990 2020-01-01 461165316 Menorah Heritage Foundation MENO 9139818866 5801 W 115 Street No 104 Overland Park KS 66211 Rita Cortes Executive Director 9139818866 2021-09-30 1 Rita Cortes 999009999 Stanley H House CPA P00642974 8169313393 2021-09-30 0 AAL1 IAL1 2020 2022-09-23 18:48:47Z Rita Cortes 5801 W 115th Street Suite 104 Overland park KS 66211 2274604 0 X mhfkc.org X 2012 KS To support other charitable organizations described in Section 501(c)(3), specifically including the Jewish Community Foundation of Greater Kansas City. 25 25 0 0 0 0 34403 32687 0 0 4584968 2241917 105739 0 4725110 2274604 2462112 2669808 0 0 0 0 0 0 0 584482 559160 3046594 3228968 1678516 -954364 57816049 61345156 593 286 57815456 61344870 X The Organization is designed to provide support for other charitable organizations as described in Sections 501(c)(3) and 509(a) of the Internal Revenue Code. The Organization is operated exclusively for charitable, educational or religious purposes. It supports activities for the benefit of, performs the functions of, or carries out the purpose of the Jewish Community Foundation of Greater Kansas City. 0 0 2669808 2669808 Provided support for charitable organizations which serve human needs by advancing constructive projects 2669808 1 1 0 0 0 0 0 0 0 1 1 0 0 0 0 1 0 1 0 0 0 0 0 0 0 0 0 1 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 X 25 25 1 0 0 0 1 1 1 1 1 0 0 0 1 1 1 0 0 0 0 0 X Jewish Community Foundation of Greater KC 9133278134 5801 W 115th Street Suite 104 Overland Park KS 66211 Nola Adebo Trustee 1.00 X 0 0 0 Diane Azorsky Trustee 1.00 2.00 X 0 0 0 Tom Barnett Trustee 1.00 X 0 0 0 Michael Berenbom Vice President - Investments 1.00 X X 0 0 0 Diane Federman Trustee 1.00 X 0 0 0 John Goldberg Immidiate Past President 1.00 X X 0 0 0 Michelle Goldsmith Vice President - Grants 1.00 X X 0 0 0 Edward Goldstein Treasurer 1.00 1.00 X X 0 0 0 Justin Johl Trustee 1.00 X 0 0 0 Andrew Kaplan President 1.00 X X 0 0 0 Sharon Loftspring Trustee 1.00 X 0 0 0 Barbara MacArthur Secretary 1.00 X X 0 0 0 Jeff Mallin Trustee 1.00 1.00 X 0 0 0 Howard Mayer Executive Vice-President 1.00 X X 0 0 0 Scott Picker Trustee 1.00 1.00 X 0 0 0 Juan Rangel Jr Vice President - Grants 1.00 X X 0 0 0 Phyllis Stevens Trustee 1.00 X 0 0 0 Dan Stolper Trustee 1.00 X 0 0 0 Howard Wizig Trustee 1.00 X 0 0 0 Lauren Mattleman Hoopes Executive Director 1.00 40.00 X 0 208008 31304 Deidre Anderson Trustee 1.00 X 0 0 0 Heather Schlozman Vice President - Incubation 1.00 X X 0 0 0 Jason Sokol Trustee 1.00 X 0 0 0 Karen Glickstein Trustee 1.00 X 0 0 0 Brian Landy Trustee 1.00 X 0 0 0 Ellen Sommi Trustee 1.00 X 0 0 0 Rita Cortes Executive Director 40.00 X 0 152000 16733 Kevin Taylor CFO 1.00 40.00 X 0 124942 17467 Josh Stein Director of Philanthropy 1.00 40.00 X 0 105061 11816 0 590011 77320 0 0 1 0 0 32687 32687 615467 615467 1626450 0 1626450 1626450 1626450 2274604 0 0 2241917 X 2669808 2669808 160387 160387 368325 368325 598 598 5250 5250 2431 2431 35 35 2605 2605 4422 4422 Decrease in cash value 12495 12495 Miscellaneous 2224 2224 Credit card fees 158 158 Dues & subscriptions 150 150 80 80 3228968 2669808 559160 0 1682611 2377844 5250 34983 30815 6774 4168 56054372 58963144 67042 57816049 61345156 593 286 593 286 X 57815456 51584692 9760178 57815456 61344870 57816049 61345156 -954364 4483778 0 X 0 1 X 1 0 X X 1 Jewish Community Foundation of Greater Kansas City 436049281 7 0 160000 0 1 160000 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 3706739 388109 128336 23072 3943440 1.00000 0 1 1 18954 14786 4168 16029 16029 0 4168 X Part V, Line 4: Endowment funds are funds with donor time or purpose restrictions that are segregated from general operating funds. Part X, Line 2: The Foundation is exempt from federal income tax under section 501(c)(3) of the Internal Revenue Code. The Foundation's policy is to provide liabilities for uncertain tax provisions when a liability is probable and estimable. The Foundation has no uncertain income tax positions for the years ended December 31, 2020 and 2019. The Foundation is no longer subject to audits by the IRS for years prior to 2017. Management is not aware of any violation of its tax status as an organization exempt from income taxes. Schedule D, Part V, Line 1b Contributions for the year ended 12/31/2020 represent change in designation of funds without donor restriction to funds with donor restriction. 0 Ad Hoc Group Against Crime 2701 E 31st Street Kansas City MO 64128 300455147 501(c)(3) 25000 REVIVE Program After the Harvest 6320 Brookside Plaza Kansas City MO 641131709 465385534 501(c)(3) 13000 Produce Procurement Program Alphapointe 7501 Prospect Kansas City MO 64132 440552486 501(c)(3) 7700 Grant award to Alphapointe Association for the Blind for Low Vision Clinic - Senior Adult Services Amethyst Place Inc 2735 A Troost Kansas City MO 64109 431887442 501(c)(3) 10000 Audit/Accounting Services Artists Helping the Homeless 3625 Warwick Blvd Kansas City MO 64111 262063489 501(c)(3) 8400 Connectivity Baptist Trinity Lutheran Legacy Foundation 6675 Holmes Road Ste 470 Kansas City MO 64131 237432481 501(c)(3) 9700 Grant award to Sight & Sound - Senior Vision and Hearing Clinic Bluford Healthcare Leadership Institute 7900 Lees Summit Road Kansas City MO 64139 463328194 501(c)(3) 1164 Healthcare Scholars Leaderhip Institute Bluford Healthcare Leadership Institute 7900 Lees Summit Road Kansas City MO 64139 463328194 501(c)(3) 13836 Healthcare Scholars Leaderhip Institute Calvary Community Outreach Network 2940 Holmes Street Kansas City MO 64109 431686109 501(c)(3) 20000 Helping Youth Plan for Excellence Cancer Action 10520 Barkley Suite 100 Overland Park KS 66212 480650257 501(c)(3) 8700 Facility Expenses CASA of Jackson County 2544 Holmes Kansas City MO 64108 431401328 501(c)(3) 9700 Employee Benefits Catholic Charities of Northeast Kansas Inc 9720 W 87th Street Overland Park KS 66212 481181305 501(c)(3) 9200 Core Support for Senior Services Center of Grace Inc 520 South Harrison Street Olathe KS 66061 481251324 501(c)(3) 10000 Facility Expenses Child Abuse Prevention Association 503 E 23rd Street Independence MO 64055 431067711 501(c)(3) 8500 Facility Expenses Child Protection Center Inc 3101 Broadway Suite 750 Kansas City MO 64111 204535728 501(c)(3) 8500 Facility Expenses - Rent Children's Place 6401 Rockhill Road Kansas City MO 64131 510195216 501(c)(3) 10000 Transportation Christmas in October 3261 Roanoke Kansas City MO 64111 431431964 501(c)(3) 12700 Core Support for Senior Services Community Assistance Council Inc 10901 Blue Ridge Blvd Kansas City MO 64134 237439079 501(c)(3) 10000 Facility Expenses Community Center of Shawnee 11110 W 67th Street Shawnee Mission KS 66203 480948324 501(c)(3) 10000 Facility Expenses for Shawnee Community Services Coterie Theatre Inc 2450 Grand Blvd Ste 144 Kansas City MO 64108 431184597 501(c)(3) 25000 Project DAYLIGHT Cross-Lines Community Outreach 736 Shawnee Ave Kansas City KS 66105 480697177 501(c)(3) 10000 Facility Expenses - Utilities Cultivate KC 4223 Gibbs Road Kansas City KS 66106 202365320 501(c)(3) 9700 Grant award to Senior Nutrition Programs Don Bosco Center 580 Campbell St Kansas City MO 641061273 440558260 501(c)(3) 15000 Grant award for weekend nutrition for Seniors/Core Support for Senior Services El Centro Inc 650 Minnesota Ave Kansas City KS 66101 362904073 501(c)(3) 10000 Audit/Accounting Services Family Conservancy 444 Minnesota Avenue Suite 200 Kansas City KS 66101 440454800 501(c)(3) 25000 Healthy Parents, Healthy Kids Food Equality Initiative Inc 300 E 39th St Ste 30 Kansas City MO 64111 472377396 501(c)(3) 20000 Direct to Client Food Front Porch Alliance 3210 Michigan Ave 302 Kansas City MO 64109 431874501 501(c)(3) 15000 Front Porch Alliance - Kansas City. Neighborhood Families Grandview Assistance Program 1121 Main Street Grandview MO 64030 431607813 501(c)(3) 9000 Facility Expenses, Audit/Accounting Greater Kansas City Community Foundation 1055 Broadway Suite 130 Kansas City MO 64105 431152398 501(c)(3) 50000 Grant for the Kansas City Regional COVID-19 Response and Recovery Fund Guadalupe Centers Inc 1015 Avenida Cesar Chavez Kansas City MO 64108 440610781 501(c)(3) 14700 Core Support for Senior Services Heart of America Indian Center 600 West 39th Street Kansas City MO 64111 431012392 501(c)(3) 9924 Facility Expenses, Audit/Accounting to Kansas City Indian Center High Aspirations Inc 6320 Brookside Plaza Suite 263 Kansas City MO 64113 810673432 501(c)(3) 15000 High Aspirations Hillcrest Ministries of Mid-America PO Box 901924 Kansas City MO 64190 203093292 501(c)(3) 10000 Facility Expenses to Hillcrest Transitional Housing of Mid America Historic Northeast-Midtown Association PO Box 172403 Kansas City KS 66117 454925472 501(c)(3) 15000 Grant award to Groundwork NRG for the Dotte Mobile Grocer Program Hope Faith Ministries 705 Virginia Avenue Kansas City MO 64106 020727462 501(c)(3) 8000 Facility Expenses Hyman Brand Hebrew Academy 5801 West 115th Street Overland Park KS 66211 486125262 501(c)(3) 152200 Financial Assistance and Hebrew Specialist and Limudim Program (Block Grant) Hyman Brand Hebrew Academy 5801 West 115th Street Overland Park KS 66211 486125262 501(c)(3) 10000 MeltonKC Powered by HBHA Hyman Brand Hebrew Academy 5801 West 115th Street Overland Park KS 66211 486125262 501(c)(3) 10000 Software Upgrades (Finance) Jewish Community Campus 5801 W 115th Street Overland Park KS 66211 431392330 501(c)(3) 135000 ROE Relief Jewish Community Center 5801 W 115th Street Overland Park KS 66211 440545992 501(c)(3) 255000 Unrestricted subject to Heritage Center conditions Jewish Community Foundation 5801 West 115th St Ste 104 Overland Park KS 66211 436049281 501(c)(3) 150000 Transfer for MHF's share of Stabilization Fund gift Jewish Community Foundation of Greater Kansas City 5801 W 115th St Suite 104 Overland Park KS 66211 436049281 501(c)(3) 698 PRIYA - Capacity Building Jewish Community Foundation of Greater Kansas City 5801 W 115th St Suite 104 Overland Park KS 66211 436049281 501(c)(3) 9302 PRIYA - Capacity Building Jewish Family Services (JFS) 5801 W 115th Street Suite 103 Overland Park KS 66211 440545829 501(c)(3) 18000 Grant for emergency services Jewish Family Services (JFS) 5801 W 115th Street Suite 103 Overland Park KS 66211 440545829 501(c)(3) 309250 Block Grant Jewish Family Services (JFS) 5801 W 115th Street Suite 103 Overland Park KS 66211 440545829 501(c)(3) 601 Closing distribution for Covid 19 Jewish Family Services (JFS) 5801 W 115th Street Suite 103 Overland Park KS 66211 440545829 501(c)(3) 309250 Block Grant Jewish Federation of Greater Kansas City 5801 W 115th Street Suite 201 Overland Park KS 66211 440545913 501(c)(3) 40000 Chesed Fund (paid out 100%) Jewish Federation of Greater Kansas City 5801 W 115th Street Suite 201 Overland Park KS 66211 440545913 501(c)(3) 50000 Sasone Jewish Federation of Greater Kansas City 5801 W 115th Street Suite 201 Overland Park KS 66211 440545913 501(c)(3) 50000 Chesed Fund (paid out 100%) Jewish Vocational Service Bureau Of Kansas City 4600 Paseo Blvd Kansas City MO 641101826 440545994 501(c)(3) 10000 Facility Expenses Kanbe's Markets 3119 Terrace Street Kansas City MO 64111 811505292 501(c)(3) 13522 Kanbe's Markets Kanbe's Markets 3119 Terrace Street Kansas City MO 64111 811505292 501(c)(3) 6478 Kanbe's Markets KC Mothers in Charge 3200 Wayne Suite 124 Kansas City MO 64109 472342408 501(c)(3) 10000 Audit/Accounting Services Levelup Kids Inc 5416 NE Antioch Road Kansas City MO 64119 203664224 501(c)(3) 10000 LevelUp Kids, Inc. (formerly Miles of Smiles). School Liason for Dental Care Marlborough Community Coalition Inc 1809 E 80th Street Kansas City MO 64132 270912336 501(c)(3) 10000 Improving Health Through Improved Housing Metropolitan Lutheran Ministry 3031 Holmes Kansas City MO 641091435 430970991 501(c)(3) 9700 Core Support for Senior Services Moishe Foundation 5802 Monroe Road Charlotte NC 28212 262599786 501(c)(3) 7500 Matching grant to Moishe House Kansas City Neighborhood Legal Support of Kansas City 815 W 53rd Terrace Kansas City MO 64112 813880382 501(c)(3) 15000 The Lykins Focused Community Development Project Northland Neighborhoods Inc 4420 NE Chouteau Trafficway Kansas City MO 64117 431746357 501(c)(3) 8200 Core Support for Senior Services Northland Shepherd's Center 4805 NE Antioch Road Kansas City MO 64119 431567162 501(c)(3) 9700 Core Support for Senior Services NorthWest Communities Development Corp 217 S Cedar Ave Independence MO 64053 431822719 501(c)(3) 14700 Core Support for Senior Services Nourish KC 11 E 40th St Kansas City MO 64111 431525298 501(c)(3) 9783 Employee Benefits, Technology Palestine Senior Citizens Activity Center Inc 3325 Prospect Ave Kansas City MO 64128 431531200 501(c)(3) 14700 Core Support for Senior Services Phoenix Family Housing Corp 3908 Washington Kansas City MO 64111 680101133 501(c)(3) 10000 Grant award for staff training: Trauma - Informed Care/Core Support for Senior Services Platte Senior Services Inc 11724 NW Plaza Circle Suite 700 Kansas City MO 64153 431255220 501(c)(3) 7000 Core Support for Senior Services Rabbinical Association of Greater Kansas City 5801 West 115th St Box 113 Overland Park KS 662111800 760710693 501(c)(3) 22000 Block grant (formerly administrator and conversion course) Rebuilding Together Kansas City Inc 2050 Plumbers Way Liberty MO 640687457 753041389 501(c)(3) 7200 Core Support for Senior Services Reconciliation Services 3101 Troost Ave Kansas City MO 64109 364580402 501(c)(3) 14700 Core Support for Senior Services Saint Lukes Foundation 901 E 104Th St Kansas City MO 641314517 446014699 501(c)(3) 25000 PATH program Sharon Lee Family Health Care Inc 340 Southwest Blvd Kansas City KS 66103 481067752 501(c)(3) 10000 Facility Expenses - Utilities Sheffield Place 6604 East 12th Street Kansas City MO 641262208 431532267 501(c)(3) 9500 Audit/Accounting Services Shepherd's Center of Kansas City Central 1111 W 39th Street Kansas City MO 64111 430994417 501(c)(3) 11700 Core Support for Senior Services Shepherd's Center of KCK 757 Armstrong Ave Kansas City KS 66101 481039483 501(c)(3) 11700 Core Support for Senior Services Sleepyhead Beds 4741 Central 244 Kansas City MO 64112 273677974 501(c)(3) 10000 Facility Expenses Start at Zero 5508 Troost Avenue Kansas City MO 64110 474246490 501(c)(3) 10000 Family Visiting Sunflower House 15440 W 65th St Shawnee KS 662179306 480918698 501(c)(3) 8500 Facility Expenses The Mission Project Inc 5960 Dearborn Suite 201 Mission KS 66202 830393426 501(c)(3) 9500 Facility Expenses Torah Learning Center 8800 West 103rd St Overland Park KS 66212 431772532 501(c)(3) 30000 Kosher Meals on Wheels Turner House Clinic Inc 21 North 12th Street Suite 210 Kansas City KS 66102 481151382 501(c)(3) 10000 (dba Vibrant Health) - Audit/Accounting Services Turning Point 8900 State Line Suite 240 Shawnee Mission KS 66206 431900039 501(c)(3) 15000 Turning Point: The Center of Hope. The 10 Facets of Highly Resillient People University of Kansas Hillel Foundation 722 New Hampshire Lawrence KS 66044 521844823 501(c)(3) 50000 Mental Health Initiative & Pastoral Counseling University of Kansas Hillel Foundation 722 New Hampshire Lawrence KS 66044 521844823 501(c)(3) 37000 Student Leadership Development / Shabbat and Holiday Experiences Block Grant Vaad HaKashruth of Kansas City c/o Jewish Federation of Kansas City Overland Park KS 662111824 742808245 501(c)(3) 10000 Core Operating Support Village Shalom Inc 5500 W 123rd St Overland Park KS 66209 481199065 501(c)(3) 125000 Financial Assistance Village Shalom Inc 5500 W 123rd St Overland Park KS 66209 481199065 501(c)(3) 25000 Grant for the Heroes Fund directed by S Sloman and J Helzberg Village Shalom Inc 5500 W 123rd St Overland Park KS 66209 481199065 501(c)(3) 25000 Indigent Care Part I, Line 2: The Menorah Heritage Foundation supports the Jewish Community Foundation of Greater Kansas City (referred to below as "Foundation"), which provides development, administrative, grant-making and educational services. Following is a description of the process followed by the foundation in its grants monitoring: before a grant is issued from any fund, the Foundation's staff reviews the grant recommendation for appropriateness, checking for such issues as the risk of personal benefit, proper authorization and grant approval. If necessary, staff will contact the fund representative to clarify those requests that might appear to involve personal benefits. As a safeguard, grants to charities that are known to provide benefits to their donors are sent with an accompanying letter warning the grantee that no personal benefits can be provided to anyone in exchange for the grant. If it comes to the knowledge of the staff that a personal benefit was provided, then a grant refund is requested. Grant letters also specify the purpose of the grant, and where appropriate, the reporting responsibilities of the grantee. These reports are used to determine whether the grantee used the funds in the manner requested. The Foundation maintains a list of approved grantees that have had their 501(c)(3) status verified either by the IRS website list of charities or by written documentation received from the charity. 0 0 0 0 0 0 0 0 0 Lauren Mattleman Hoopes Executive Director 0 208008 0 0 0 0 0 16641 0 14663 0 239312 0 0 Rita Cortes Executive Director 0 152000 0 0 0 0 0 6080 0 10653 0 168733 0 0 Form 990, Part VI, Section A, line 2 Howard Mayer and Diane Azorsky are brother/sister Form 990, Part VI, Section A, line 6 See 7a explanation below Form 990, Part VI, Section A, line 7a Members of the supporting foundation fall into one of two classes, those representing the donor(s) and those representing the supported organization. Members of the donor class are elected by the donor(s); members of the supported organization class are elected by the supported organization. All members serve as trustees. The supported organization class must always have one more trustee than the donor class. At the annual meeting, the trustees elect officers to carry out the day to day business of the supporting organization. The term of service of officers is one year. Form 990, Part VI, Section A, line 7b See 7a explanation below Form 990, Part VI, Section B, line 11b The Form 990 is prepared by the Foundation's CPA and reviewed by the chief financial officer and executive director of the Jewish Community Foundation of Greater Kansas City. Form 990, Part VI, Section B, line 12c In May of each year the trustees are required to disclose on a form any organizations for which they or their spouses serve as trustees. In addition, before each vote to award grants, the trustees are asked to disclose whether they or their spouse serve on the grant applicant's board. Anyone who has such a conflict is asked not to vote. Form 990, Part VI, Section C, line 19 Copies of governing documents and financial information are available upon request. Form 990, Part IX, line 11g Administrative fees: Program service expenses 0. Management and general expenses 65,142. Fundraising expenses 0. Total expenses 65,142. Other professional fees: Program service expenses 0. Management and general expenses 690. Fundraising expenses 0. Total expenses 690. Management and general: Program service expenses 0. Management and general expenses 302,493. Fundraising expenses 0. Total expenses 302,493. Jewish Community Foundation of Greater KC 5801 W 115th Street Overland Park KS 66211 436049281 Foundation KS 501(c)(3) Line 7 N/A 0 0 1 0 0 0 0 0 0 0 0 0 0 1 0 1 0 0 0 0 Jewish Community Foundation of Greater KC M 65142 Cash paid Jewish Community Foundation of Greater KC O 302493 Compensataion paid Jewish Community Foundation of Greater KC B 160000 Grants paid