2020-11-04T16:18:12-06:00 2019-12-31 611064249 DEMING MALONE LIVESAY & OSTROFF PSC 9300 SHELBYVILLE RD STE 1100 LOUISVILLE KY 402225187 990 2019-01-01 203805455 JEWISH HERITAGE FUND FOR EXCELLENCE INC JEWI 5023653209 101 S 5TH ST SUITE 1600 LOUISVILLE KY 40202 JEFF POLSON EXECUTIVE DIRECTOR 5023653209 2020-10-28 1 CHRISTINE N KOENIG P01022180 5024269660 174.47.177.202 2020-10-28 11:02:17 ED P 13ED59AF958BC5393F5081DB6C2DB9627B21E0DF CE7AB22A8AA8BB8FD2D7F6165350DDDE7836A4D9 2019 2021-01-29 14:40:06Z JEFF POLSON 101 S 5TH ST SUITE 1600 LOUISVILLE KY 40202 77894720 0 X JEWISHHERITAGEFUND.COM X 2005 KY TO SUPPORT THE JEWISH HERITAGE MITZVAH FUND AND THE MEDICAL AND GENERAL COMMUNITY (SEE SCHEDULE O) OF KENTUCKY (EXCLUDING BOONE, KENTON AND CAMPBELL COUNTIES) AND FLOYD, CLARK, HARRISON AND SCOTT COUNTIES IN INDIANA THROUGH SCIENTIFIC AND MEDICAL EDUCATION/RESEARCH, SUPPORTING JEWISH COMMUNITIES, AND SUPPORTING PUBLIC HEALTH AND WELLNESS. 19 19 5 24 0 0 0 0 0 0 7772293 12427824 -219753 -88629 7552540 12339195 15057311 16495308 0 0 439791 586974 0 0 0 1737970 1529882 17235072 18612164 -9682532 -6272969 248794152 288170911 12258664 11820097 236535488 276350814 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 16984179 16495308 12339195 SUPPORT PROVIDED TO THE JEWISH HERITAGE MITZVAH FUND AND FOR SCIENTIFIC AND MEDICAL EDUCATION/RESEARCH; JEWISH COMMUNITIES; AND PUBLIC HEALTH AND WELLNESS. 16984179 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 8 0 1 5 1 0 0 0 0 0 0 0 0 0 0 0 0 X 19 19 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 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 DEBBIE FRIEDMAN TRUSTEE 1.00 X 0 0 0 JON GOLDBERG SECRETARY 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 TRUSTEE 1.00 X 0 0 0 ALLAN LATTS TRUSTEE 1.00 X 0 0 0 GLENN E LEVINE VICE 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 CHAIR 1.00 X 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 ALAN ENGEL TRUSTEE (PREVIOUS) 1.00 X 0 0 0 KHALID KAHLOON TRUSTEE (PREVIOUS) 1.00 X 0 0 0 DAVID KAPLAN TRUSTEE (PREVIOUS) 1.00 X 0 0 0 DAVID GREGORY LAIRD TRUSTEE (PREVIOUS) 1.00 X 0 0 0 JENNIFER GREENBERG TUVLIN TRUSTEE (PREVIOUS) 1.00 X 0 0 0 JEFF POLSON EXECUTIVE DIRECTOR 40.00 X 224942 0 22527 224942 0 22527 1 0 1 0 FOURTH STREET PERFORMANCE PARTNERS 211 GARRARD ST COVINGTON KY 41011 INVESTMENT MANAGEMENT 145299 GW&K INVESTMENT MANAGEMENT 222 BERKELEY ST BOSTON MA 02116 INVESTMENT MANAGEMENT 129360 ARISTOTLE CAPITAL MANAGEMENT 11100 SANTA MONICA BLVD STE 1700 LOS ANGELES CA 90025 INVESTMENT MANAGEMENT 128874 WELLINGTON TRUST COMPANY NA 280 CONGRESS STREET BOSTON MA 02210 INVESTMENT MANAGEMENT 107498 4 5683234 5683234 65390308 6909807 63826351 1729174 1563957 5180633 6744590 6744590 EQUITY IN LOSS ON INVESTMENT 900099 -88629 -88629 -88629 12339195 12339195 0 0 16495308 16495308 247469 61867 185602 271452 187159 84293 9368 6358 3010 25124 15776 9348 33561 17836 15725 42028 8406 33622 32097 32097 714258 714258 128284 94973 33311 22243 11122 11121 62867 2349 60518 29038 14519 14519 239822 239822 38625 38625 SCC EXPENSES 160120 8006 152114 CONTRIBUTION EXPENSE 33500 33500 SPONSORSHIPS 27000 27000 18612164 16984179 1627985 0 1670162 1919284 90 90 21941 65264 4872965 187412 14303880 4685553 156865979 200698786 74263439 80801934 1668661 0 248794152 288170911 74799 288322 12183865 11531775 12258664 11820097 X 236535488 276350814 236535488 276350814 248794152 288170911 -6272969 46088295 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 EXECUTIVE DIRECTOR 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 139613 534844 78618 47799 30819 4685553 COMMON TRUST FUND 30098432 F MASTER FUND 31553161 F INVESTMENT PARTNERSHIP 16578341 F COMMON STOCK, PRIVATE 2572000 F 80801934 X 57683285 46088295 46088295 11594990 744205 744205 12339195 17867959 0 17867959 744205 744205 18612164 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, 2019 AND 2018, 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 BACKSIDE LEARNING CENTER 704 CENTRAL AVE LOUISVILLE KY 40208 371803514 501(C)(3) 122209 GALLOPING INTO GREATNESS CENTERSTONE OF KENTUCKY 44 VANTAGE WAY STE 400 NASHVILLE TN 37228 310939757 501(C)(3) 125000 TRANSITIONAL AGE YOUTH PROGRAM CENTRE COLLEGE OF KENTUCKY 600 WEST WALNUT ST DANVILLE KY 40422 610444671 501(C)(3) 10000 ENHANCING JEWISH STUDENT LIFE COALITION FOR THE HOMELESS 1300 S 4TH ST LOUISVILLE KY 40203 611118307 501(C)(3) 100000 COMMUNITY PLAN COMMUNITY FOUNDATION OF LOUISVILLE 325 W MAIN ST SUITE 1110 LOUISVILLE KY 40202 310997017 501(C)(3) 312336 BOUNCE, SWEET EVENING BREEZE, GREATER LOUISVILLE PROJECT, GIVE FOR GOOD CONGREGATION ADATH JESHURUN 2401 WOODBOURNE AVE LOUISVILLE KY 40205 610458363 501(C)(3) 89111 SECURITY, PRESCHOOL, OUTREACH & ENGAGEMENT CONGREGATION ANSHEI SFARD 3630 DUTCHMANS LN LOUISVILLE KY 40205 610587699 501(C)(3) 22500 SECURITY, OUTREACH & ENGAGEMENT FAMILY & CHILDREN'S PLACE PO BOX 3784 LOUISVILLE KY 40201 610549561 501(C)(3) 30000 OUT OF SCHOOL PROGRAMMING THE HOME OF THE INNOCENTS 1100 EAST MARKET ST LOUISVILLE KY 40206 610445834 501(C)(3) 250000 MULTI-SYSTEMIC THERAPY JEWISH COMMUNITY OF LOUISVILLE 3600 DUTCHMANS LN LOUISVILLE KY 40205 610444765 501(C)(3) 2854005 CAPITAL CAMPAIGN, PROGRAMS, EDUCATION, PRESCHOOL, CAMPS, SECURITY, OUTREACH, ENGAGEMENT JEWISH FAMILY & CAREER SERVICES 2821 KLEMPNER WAY LOUISVILLE KY 40205 610444704 501(C)(3) 436450 CAREGIVER SURVIVAL, EMERGENCY SERVICES, COMPREHENSIVE APPROACH JEWISH LEARNING CENTER CHABAD 1110 DUPONT CIR LOUISVILLE KY 40207 822593111 501(C)(3) 15000 INNOVATIVE OUTREACH PROGRAMMING KENESETH ISRAEL CONGREGATION 2531 TAYLORSVILLE RD LOUISVILLE KY 40205 610448553 501(C)(3) 76775 PRESCHOOL, SERVICES, SECURITY, OUTREACH, ENGAGEMENT KENTUCKY INSTITUTE FOR TORAH EDUCATION 1979 RICHMOND DR LOUISVILLE KY 40205 812862463 501(C)(3) 45000 MONTESSORI, PROGRAMS AND YOUTH INITIATIVE KENTUCKY NONPROFIT NETWORK PO BOX 24362 LEXINGTON KY 40524 460963142 501(C)(3) 50000 CAPACITY BUILDING KENTUCKY YOUTH ADVOCATES 10200 LINN STATION RD 310 LOUISVILLE KY 40223 610929390 501(C)(3) 150000 MENTAL BEHAVIOR ENVIRONMENTAL SCAN LOUISVILLE BEIT SEFER YACHAD 3700 DUTCHMANS LN LOUISVILLE KY 40205 611288131 501(C)(3) 39750 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 TRACK AND FIELD FACILITY MARYHURST 1015 DORSEY LN LOUISVILLE KY 40223 311542209 501(C)(3) 151175 RENEWAL - OUTPATIENT COMMUNITY COUNSELING PARK DUVALLE COMMUNITY HEALTH CENTER 3015 WILSON AVE LOUISVILLE KY 40211 610666209 501(C)(3) 132480 SCHOOL-BASED HEALTH CENTER SHAWNEE CHRISTIAN HEALTHCARE CENTER 234 AMY AVE LOUISVILLE KY 40212 264345390 501(C)(3) 20000 SCHOOL-BASED HEALTH CENTER TEMPLE SHALOM 4615 LOWE RD LOUISVILLE KY 40220 310900603 501(C)(3) 64865 PROGRAM SUPPORT, SECURITY, OUTREACH, ENGAGEMENT THE TEMPLE 5101 US HWY 42 LOUISVILLE KY 40241 610918772 501(C)(3) 236152 EDUCATION, PROGRAMS, SECURITY, OUTREACH & ENGAGEMENT UNIVERSITY OF LOUISVILLE 2301 S 3RD ST LOUISVILLE KY 40208 611014882 SECTION 115 9382500 BOOK VALUE CARDIOVASCULAR INNOVATION INSTITUTE BUILDING CARDIOVASCULAR INNOVATION INSTITUTE BUILDING UNIVERSITY OF LOUISVILLE RESEARCH FOUNDATION CONTROLLERS OFFICE UNIVERSITY OF LOUISVILLE LOUISVILLE KY 40292 237078461 501(C)(3) 1200000 BRIDGE GRANTS & STARTUP GRANTS 26 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 EXECUTIVE DIRECTOR 224942 0 0 0 0 0 13497 0 9030 0 247469 0 0 0 FORM 990, PART VI, SECTION A, LINE 4 THE BYLAWS WERE AMENDED TO DISTINGUISH BETWEEN STANDING COMMITTEES, SPECIAL COMMITTEES, OR TASKFORCES AND TO ESTABLISH PARAMETERS AROUND SPECIAL COMMITTEES AND TASKFORCES. 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 4661402 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