2026-09-21T08:14:30-05:00 2025-12-31 611064249 DEMING MALONE LIVESAY & OSTROFF PSC 9300 SHELBYVILLE RD STE 1100 LOUISVILLE KY 402225187 990 2025-01-01 203805455 JEWISH HERITAGE FUND FOR EXCELLENCE INC JEWI 5023653209 101 S 5TH ST SUITE 1600 LOUISVILLE KY 40202 JEFF POLSON PRESIDENT AND CEO 5023653209 2026-09-10 1 CHRISTINE NICHTER P01022180 5024269660 2026-09-10 2025 JEWISH HERITAGE FUND JEFF POLSON 101 S 5TH ST SUITE 1600 LOUISVILLE KY 40202 65573211 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 7 23 0 0 0 0 0 0 20887886 20377580 0 0 20887886 20377580 8446819 10235494 0 0 903782 1016691 0 0 0 1470520 1473208 10821121 12725393 10066765 7652187 305468894 337048101 3931359 5019729 301537535 332028372 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 10971267 10235494 20377580 SUPPORT PROVIDED TO THE JEWISH HERITAGE MITZVAH FUND AND FOR SCIENTIFIC AND MEDICAL EDUCATION/RESEARCH; JEWISH COMMUNITIES; AND PUBLIC HEALTH AND WELLNESS. 10971267 1 0 0 0 0 0 0 0 0 0 1 1 0 0 1 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 11 0 1 7 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 DR KAREN ABRAMS CHAIR 1.00 X X 0 0 0 WILLIAM ALTMAN SECRETARY (PREVIOUS) 1.00 X X 0 0 0 DR SHELLIE BRANSON TRUSTEE 1.00 X 0 0 0 JON GOLDBERG EX-OFFICIO 1.00 X 0 0 0 JACKIE RICHARDSON TRUSTEE 1.00 X 0 0 0 SANDY HAMMOND TRUSTEE (PREVIOUS) 1.00 X 0 0 0 DR NANCY MARTIN TRUSTEE (PREVIOUS) 1.00 X 0 0 0 DR URSULA MULLINS TRUSTEE 1.00 X 0 0 0 ERIC SCHWARTZ TRUSTEE 1.00 X 0 0 0 LINDA SCHUSTER TRUSTEE 1.00 X 0 0 0 DR GERALD TEMES TRUSTEE (PREVIOUS) 1.00 X 0 0 0 ANDREW TRAGER-KUSMAN TRUSTEE 1.00 X 0 0 0 JENNIFER TUVLIN VICE CHAIR 1.00 X X 0 0 0 MARC CHARNAS TREASURER 1.00 X X 0 0 0 AMY LAPINSKI TRUSTEE 1.00 X 0 0 0 RICHARD SCHULTZ TRUSTEE 1.00 X 0 0 0 REED WEINBERG TRUSTEE 1.00 X 0 0 0 GLENN LEVINE SECRETARY 1.00 X X 0 0 0 ROBIN STRATTON TRUSTEE 1.00 X 0 0 0 CARLYN ALTMAN TRUSTEE 1.00 X 0 0 0 ROSS COHEN TRUSTEE 1.00 X 0 0 0 DR KEN MCLEISH TRUSTEE 1.00 X 0 0 0 DR SARAH MOYER TRUSTEE 1.00 X 0 0 0 JEFF POLSON PRESIDENT AND CEO 40.00 X 325711 0 30760 TIFFANY FABING PROGRAM DIRECTOR 40.00 X 129997 0 16896 GREGG CARTER DIRECTOR OF FINANCE 40.00 X 105668 0 16968 JAMIE JORRISCH PROGRAM DIRECTOR (PREVIOUS) 40.00 X 104548 0 15151 665924 0 79775 4 0 1 0 MARINER INSTITUTIONAL LLC 531 W MORSE BLVD WINTER PARK FL 32789 INVESTMENT MANAGEMENT 212020 GW&K INVESTMENT MANAGEMENT 222 BERKELEY ST BOSTON MA 02116 INVESTMENT MANAGEMENT 155645 ARISTOTLE CAPITAL MANAGEMENT 11100 SANTA MONICA BLVD STE 1700 LOS ANGELES CA 90025 INVESTMENT MANAGEMENT 116152 3 14297904 14297904 51275307 45195631 6079676 6079676 6079676 20377580 20377580 0 0 10235494 10235494 356471 89118 267353 524234 353014 171220 28578 19010 9568 50895 33237 17658 56513 30865 25648 39207 7841 31366 39614 39614 818035 818035 94558 20876 73682 30510 15285 15225 111457 2171 109286 35600 17800 17800 23501 23501 42143 42143 SCC EXPENSES 96871 4844 92027 SPONSORSHIPS 88400 88400 MARKETING, ENGAGEMENT 53312 53312 12725393 10971267 1754126 0 2285670 2316623 121593 100996 4823941 299394 4548048 4524547 246150581 270810801 51949976 58953066 413026 342068 305468894 337048101 91759 115330 3426574 4562331 413026 342068 3931359 5019729 X 301537535 332028372 301537535 332028372 305468894 337048101 7652187 22838650 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 269800 404657 29594 29594 0 4524547 COMMON TRUST FUND 34055856 F INVESTMENT PARTNERSHIP 16641818 F FOREIGN INVESTMENT PARTNERSHIP 8255392 F 58953066 OPERATING LEASE LIABILITY 342068 342068 X 42354080 22838650 22838650 19515430 862150 862150 20377580 11863243 0 11863243 862150 862150 12725393 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, 2025 AND 2024, 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 8255392 0 0 0 0 0 0 8255392 0 8255392 0 0 1 1 0 0 PART I, LINE 3: ACCRUAL 1 ADATH JESHURUN 2401 WOODBOURNE AVE LOUISVILLE KY 40205 610458363 501(C)(3) 167857 0 FLEXIBLE SPEND FUNDING, MELTON, JEWISH PRESCHOOL FINANCIAL AID ANSHEI SFARD 2904 BARDSTOWN RD LOUISVILLE KY 40205 610587699 501(C)(3) 25000 0 FLEXIBLE SPEND FUNDING BACKSIDE LEARNING CENTER 3131 S 2ND ST BOX 389 LOUISVILLE KY 40208 371803514 501(C)(3) 75325 0 CONNECT, GROW, INFLUENCE BELLARMINE UNIVERSITY 2001 NEWBURG RD LOUISVILLE KY 40205 610482955 501(C)(3) 105000 0 BUILDING THE PIPELINE TO STRENGTHEN COMMUNITY-FOCUSED ADOLESCENT MENTAL HEALTH CARE BIG BROTHERS BIG SISTERS 2502 N ROCKY POINT DR STE 550 TAMPA FL 33607 231362190 501(C)(3) 100000 0 INNOVATIVE YOUTH MENTORING COALITION FOR THE HOMELESS 13000 S 4TH STREET SUITE 250 LOUISVILLE KY 40208 611118307 501(C)(3) 230000 0 YOUNG ADULT HOMELESSNESS RESOURCES MANAGER COMMUNITY FOUNDATION OF LOUISVILLE 325 W MAIN ST SUITE 1110 LOUISVILLE KY 40202 611100993 501(C)(3) 1056000 0 FAMILY HEALTH CENTERS - IROQUOIS HIGH SCHOOL HEALTH CLINIC, MARION C. 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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 325711 0 0 0 0 0 19164 0 11596 0 356471 0 0 0 FORM 990, PART VI, SECTION A, LINE 4 IN OCTOBER 2025, THE ORGANIZATION AMENDED ITS BYLAWS TO CHANGE THE NUMBER OF TRUSTEES TO AT LEAST 16 AND NO MORE THAN 19. 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 4524547 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 1 0 0 0 0