2021-11-10T18:08:15-06:00 2020-12-31 611064249 DEMING MALONE LIVESAY & OSTROFF PSC 9300 SHELBYVILLE RD STE 1100 LOUISVILLE KY 402225187 990 2020-01-01 203805455 JEWISH HERITAGE FUND FOR EXCELLENCE INC JEWI 5023653209 101 S 5TH ST SUITE 1600 LOUISVILLE KY 40202 JEFF POLSON PRESIDENT AND CEO 5023653209 2021-11-08 1 JEFF POLSON 999009999 CHRISTINE N KOENIG P01022180 5024269660 2021-11-08 2 AAL1 IAL1 2020 2022-09-23 18:48:47Z JEFF POLSON 101 S 5TH ST SUITE 1600 LOUISVILLE KY 40202 83384095 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 24 0 0 0 0 0 0 12427824 13820787 -88629 90000 12339195 13910787 16495308 21364694 0 0 586974 636306 0 0 0 1529882 1245676 18612164 23246676 -6272969 -9335889 288170911 294054415 11820097 10341042 276350814 283713373 X JHFE 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 21927241 21364694 13910787 SUPPORT PROVIDED TO THE JEWISH HERITAGE MITZVAH FUND AND FOR SCIENTIFIC AND MEDICAL EDUCATION/RESEARCH; JEWISH COMMUNITIES; AND PUBLIC HEALTH AND WELLNESS. 21927241 1 0 0 0 0 0 0 0 0 0 1 1 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 1 1 1 0 0 0 1 5 0 1 5 1 0 0 0 0 0 0 0 0 0 0 0 0 X 18 18 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 RONALD W ABRAMS TRUSTEE 1.00 X 0 0 0 DR KAREN ABRAMS TRUSTEE 1.00 X 0 0 0 WILLIAM ALTMAN TRUSTEE 1.00 X 0 0 0 BETSY BENNETT TRUSTEE 1.00 X 0 0 0 JON GOLDBERG VICE 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 AMY D LAPINSKI SECRETARY 1.00 X X 0 0 0 ALLAN LATTS TRUSTEE 1.00 X 0 0 0 GLENN E LEVINE CHAIR 1.00 X X 0 0 0 DR KEN MCLEISH TRUSTEE 1.00 X 0 0 0 JACQUELYNE RICHARDSON 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 (EX OFFICIO) 1.00 X 0 0 0 ROBIN STRATTON 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 JENNIFER TUVLIN TRUSTEE 1.00 X 0 0 0 DEBBIE FRIEDMAN TRUSTEE (PREVIOUS) 1.00 X 0 0 0 JEFF POLSON PRESIDENT AND CEO 40.00 X 234923 0 23399 234923 0 23399 1 0 1 0 FOURTH STREET PERFORMANCE PARTNERS 211 GARRARD ST COVINGTON KY 41011 INVESTMENT MANAGEMENT 143006 ARISTOTLE CAPITAL MANAGEMENT 11100 SANTA MONICA BLVD STE 1700 LOS ANGELES CA 90025 INVESTMENT MANAGEMENT 138632 GW&K INVESTMENT MANAGEMENT 222 BERKELEY ST BOSTON MA 02116 INVESTMENT MANAGEMENT 112635 3 6390429 6390429 74331666 2572000 69072450 400858 5259216 2171142 7430358 7430358 OTHER INCOME 900099 90000 90000 90000 13910787 13910787 0 0 21364694 21364694 258322 64580 193742 297023 204775 92248 17563 12158 5405 27287 17592 9695 36111 19362 16749 22867 4573 18294 33857 33857 681346 681346 144516 112198 32318 17248 8624 8624 58662 2441 56221 4772 2386 2386 28277 28277 38463 38463 SCC EXPENSES 107168 5358 101810 SPONSORSHIPS 75000 75000 CONTRIBUTION EXPENSE 33500 33500 23246676 21927241 1319435 0 1919284 686864 90 65264 24108 4872965 215689 4685553 4657276 200698786 210709831 80801934 77976336 288170911 294054415 288322 93565 11531775 10247477 11820097 10341042 X 276350814 283713373 276350814 283713373 288170911 294054415 -9335889 16698448 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 161541 512916 78618 54148 24470 4657276 COMMON TRUST FUND 32205791 F MASTER FUND 28824713 F INVESTMENT PARTNERSHIP 16945832 F 77976336 X 29896185 16698448 16698448 13197737 713050 713050 13910787 22533626 0 22533626 713050 713050 23246676 PART X, LINE 2: JEWISH HERITAGE FUND FOR EXCELLENCE, INC. 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.'S TAX FILINGS. JEWISH HERITAGE FUND FOR EXCELLENCE, INC. 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, 2020 AND 2019, 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. 1 2NOT1 FATHERHOOD & FAMILIES INC PO BOX 2791 LOUISVILLE KY 40201 262914155 501(C)(3) 60000 RITES OF PASSAGE BUNBURY REPERTORY THEATRE COMPANY 604 S 3RD STE 304 LOUISVILLE KY 40202 611105681 501(C)(3) 35000 JEWISH FESTIVAL WORK CENTRE COLLEGE OF KENTUCKY 600 WEST WALNUT ST DANVILLE KY 40422 610444671 501(C)(3) 39500 ENHANCING JEWISH STUDENT LIFE COALITION FOR THE HOMELESS 1300 S 4TH ST LOUISVILLE KY 40203 611118307 501(C)(3) 100000 COALITION SUPPORTING YOUNG ADULTS COMMUNITY FOUNDATION OF LOUISVILLE 325 W MAIN ST SUITE 1110 LOUISVILLE KY 40202 611100993 501(C)(3) 260000 ONE LOUISVILLE, GIVE FOR GOOD CONGREGATION ADATH JESHURUN 2401 WOODBOURNE AVE LOUISVILLE KY 40205 610458363 501(C)(3) 133500 PRESCHOOL SCHOLARSHIPS, SECURITY, OUTREACH & ENGAGEMENT CONGREGATION ANSHEI SFARD 3630 DUTCHMANS LN LOUISVILLE KY 40205 610587699 501(C)(3) 20000 SECURITY, OUTREACH & ENGAGEMENT FOOD LITERACY PROJECT 9001 LIMEHOUSE LN LOUISVILLE KY 40222 205014424 501(C)(3) 100000 CULTIVATING YOUTH AND COMMUNITY ISAAC W BERNHEIM FOUNDATION PO BOX 130 HIGHWAY 245 CLERMONT KY 40110 610444651 501(C)(3) 200000 RITES OF PASSAGE JEWISH COMMUNITY OF LOUISVILLE 3600 DUTCHMANS LN LOUISVILLE KY 40205 610444765 501(C)(3) 6742114 CAPITAL CAMPAIGN, PROGRAMS, EDUCATION, PRESCHOOL, CAMPS, SECURITY, OUTREACH, ENGAGEMENT JEWISH FAMILY & CAREER SERVICES 2821 KLEMPNER WAY LOUISVILLE KY 40205 610444704 501(C)(3) 420000 PROGRAM SUPPORT JEWISH FEDERATION OF THE BLUEGRASS 1050 CHINOE ROAD SUITE 112 LEXINGTON KY 40502 310906786 501(C)(3) 100000 CAPACITY BUILDING KENESETH ISRAEL CONGREGATION 2531 TAYLORSVILLE RD LOUISVILLE KY 40205 610448553 501(C)(3) 63250 PRESCHOOL SCHOLARSHIPS, SERVICES, SECURITY, OUTREACH & ENGAGEMENT KENTUCKY INSTITUTE FOR TORAH EDUCATION 1979 RICHMOND DR LOUISVILLE KY 40205 812862463 501(C)(3) 50000 OUTREACH EFFORTS KENTUCKY TORAH DAY SCHOOL 4615 LOWE RD LOUISVILLE KY 40220 830651844 501(C)(3) 19000 MONTESSORI CLASSROOM LOUISVILLE BEIT SEFER YACHAD 3700 DUTCHMANS LN LOUISVILLE KY 40205 611288131 501(C)(3) 49000 EDUCATION LOUISVILLE HIGH SCHOOL OF JEWISH STUDIES 3600 DUTCHMANS LN LOUISVILLE KY 40205 611294226 501(C)(3) 20000 PROGRAM SUPPORT LOUISVILLE URBAN LEAGUE SPORTS AND LEARNING COMPLEX 1535 W BROADWAY LOUISVILLE KY 40203 834011875 501(C)(3) 500000 CAPITAL CAMPAIGN MARYHURST 1015 DORSEY LN LOUISVILLE KY 40223 311542209 501(C)(3) 115000 RENEWAL - OUTPATIENT COMMUNITY COUNSELING METRO UNITED WAY PO BOX 4488 LOUISVILLE KY 40204 610444680 501(C)(3) 100000 UNITED COMMUNITY NATIONAL COUNCIL OF JEWISH WOMEN 2055 L ST SUITE 650 WASHINGTON DC 20036 131641076 501(C)(3) 40000 CAPACITY BUILDING PEACE EDUCATION PROGRAM 318 W KENTUCKY ST LOUISVILLE KY 40203 611220204 501(C)(3) 100000 DECREASING VIOLENCE AND INCREASING CONFLICT RESOLUTION AMONG ADOLESCENTS SEVEN COUNTIES SERVICES 10401 LINN STATION ROAD SUITE 100 LOUISVILLE KY 40223 310939757 501(C)(3) 125000 TRANSITIONAL AGED YOUTH PROGRAM TEMPLE SHALOM 4615 LOWE RD LOUISVILLE KY 40220 310900603 501(C)(3) 37500 PROGRAM SUPPORT, SECURITY, OUTREACH THE TEMPLE 5101 US HWY 42 LOUISVILLE KY 40241 610918772 501(C)(3) 174000 PRESCHOOL SCHOLARSHIPS, PROGRAMS, SECURITY, OUTREACH UNIVERSITY OF LOUISVILLE FOUNDATION 215 CENTRAL AVENUE SUITE 212 LOUISVILLE KY 40208 237078461 501(C)(3) 10076591 CARDINAL SUCCESS, KENTUCKYONE ACQUISITION, VISITING LECTURERS UNIVERSITY OF LOUISVILLE RESEARCH FOUNDATION 2215 S BROOK ST LOUISVILLE KY 40208 237078461 501(C)(3) 1340350 CARDINAL SUCCESS EVALUATION, FACULTY RECRUITMENT, RESEARCH ENHANCEMENT UNIVERSITY OF KENTUCKY JEWISH STUDIES PROGRAM 213 PATTERSON OFFICE TOWER LEXINGTON KY 40506 616001218 SECTION 115 100000 JEWISH CULTURE VOLUNTEERS OF AMERICA 1660 DUKE ST ALEXANDRIA VA 22314 131692595 501(C)(3) 150000 RESTORATIVE JUSTICE PARTNERSHIP WITH JCPS YOUTHBUILD LOUISVILLE 800 S PRESTON STREET LOUISVILLE KY 40203 611374470 501(C)(3) 94889 DEVELOPMENT, SUSTAINABILITY BUILDING 29 1 PART I, LINE 2: JHFE PROVIDES SUPPORT TO COMMUNITY ORGANIZATIONS, INCLUDING WITHOUT LIMITATION THE JEWISH COMMUNITY OF LOUISVILLE, INC., AS OUTLINED IN JHFE'S ARTICLES OF INCORPORATION. ADDITIONALLY, THE GRANTS COMMITTEE, A COMMITTEE OF THE JHFE BOARD OF TRUSTEES, WILL ASSIST THE JHFE 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 234923 0 0 0 0 0 14095 0 9304 0 258322 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 JHFE 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 4639810 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 JHFE 1 0 1 0 0 0 0 0 0 0 0 0 1 0 1 0 0 0 0 0