HOUSTON JEWISH COMMUNITY FOUNDATION: Form 990, tax year 2021
View the entire original 990 at ProPublica ↗
- Organization
- HOUSTON JEWISH COMMUNITY FOUNDATION (EIN 76-0187329)
- Tax period
- 2021-09-01 to 2022-08-31
- Filed
- 2023-07-15
- IRS object ID
- 202311969349300201
- Schema version
- 2021v4.2
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990
- Schedule A
- Schedule B
- Schedule D
- Schedule F
- Schedule I
- Schedule M
- Schedule O
- Schedule R
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2023-07-15T00:09:22-05:00 | ReturnTs |
| Tax Period End | 2022-08-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 760269860 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Blazek & Vetterling | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2900 Weslayan Suite 200 | AddressLine1Txt |
| City | Houston | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 77027 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2021-09-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 760187329 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Houston Jewish Community Foundation | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | HOUS | BusinessNameControlTxt |
| Phone | 3466994523 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 5603 South Braeswood Blvd | AddressLine1Txt |
| City | Houston | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 77096 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Roberta Herman-Dietrich | PersonNm |
| Person Title | Executive Director | PersonTitleTxt |
| Phone | 3466994523 | PhoneNum |
| Signature | 2023-07-15 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | Roberta | PersonFirstNm |
| Person Last | Herman-Dietrich | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Barbara Murphy | PreparerPersonNm |
| PTIN | P01386215 | PTIN |
| Phone | 7134395739 | PhoneNum |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 3 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2021 | TaxYr |
| Build TS | 2023-04-26 12:10:37Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | Roberta Herman-Dietrich | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 5603 South Braeswood Blvd | AddressLine1Txt |
| City | Houston | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 77096 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $45,031,273 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | www.hjcf.org | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1985 | FormationYr |
| Legal Domicile State | TX | LegalDomicileStateCd |
| Activity Or Mission | The Houston Jewish Community Foundation is a donor-centered community foundation which seeks to perpetuate Jewish values and institutions through the acquisition, professional management, and distribution of charitable resources. | ActivityOrMissionDesc |
| Voting Members Governing Body | 30 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 30 | VotingMembersIndependentCnt |
| Total Employee | 6 | TotalEmployeeCnt |
| Total Volunteers | 30 | TotalVolunteersCnt |
| Total Gross UBI | $618,933 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $269,195 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $19,964,242 | PYContributionsGrantsAmt |
| CY Contributions Grants | $27,395,213 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $347,017 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $370,655 | CYProgramServiceRevenueAmt |
| PY Investment Income | $5,004,520 | PYInvestmentIncomeAmt |
| CY Investment Income | $4,105,667 | CYInvestmentIncomeAmt |
| PY Other Revenue | -$1,301,609 | PYOtherRevenueAmt |
| CY Other Revenue | $648,812 | CYOtherRevenueAmt |
| PY Total Revenue | $24,014,170 | PYTotalRevenueAmt |
| CY Total Revenue | $32,520,347 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $17,331,643 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $20,559,013 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $739,631 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $753,607 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $166,023 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $758,315 | PYOtherExpensesAmt |
| CY Other Expenses | $891,354 | CYOtherExpensesAmt |
| PY Total Expenses | $18,829,589 | PYTotalExpensesAmt |
| CY Total Expenses | $22,203,974 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $5,184,581 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $10,316,373 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $219,913,135 | TotalAssetsBOYAmt |
| Total Assets EOY | $202,144,299 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $64,715,574 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $60,096,123 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $155,197,561 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $142,048,176 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | The Houston Jewish Community Foundation is a donor-centered community foundation which seeks to perpetuate Jewish values and institutions through the acquisition, professional management, and distribution of charitable resources. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $20,617,755 | ExpenseAmt |
| Grant | $20,559,013 | GrantAmt |
| Revenue | $370,655 | RevenueAmt |
| Desc | See Schedule OThe Houston Jewish Community Foundation (the Foundation) was established in 1985 and has helped individuals and families alike achieve their philanthropic dreams by enabling them to ensure that the community's needs are met now, and for generations to come in lasting and meaningful ways. More than thirty years later, the Foundation manages over $262 million in assets and has matured into a true community foundation, administering funds donated by individuals and organizations for the benefit of the Greater Houston and national communities. The Foundation has a long-term approach to charitable giving which facilitates the charitable intentions of donors during and beyond their lifetimes. By working with professional advisors, the Foundation is able to develop innovative philanthropic strategies with optimal tax benefits that help donors create their own personal legacy.The Foundation is structured to advise on and receive gifts of cash, stock, bonds, life insurance, real estate, and other property, and facilitates the creation and administration of Donor Advised Funds, supporting organizations, and endowments. The funds are professionally managed to ensure that donors receive the greatest benefit from their charitable contributions and to ensure philanthropic dollars are used to the fullest extent. The Investment Committee of the Foundation monitors and evaluates the outside investment consulting firm. | Desc |
| Total Program Service Expenses | $20,617,755 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (1) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (1) | ScheduleBRequiredInd |
| Political Campaign Acty | 0 | PoliticalCampaignActyInd |
| Lobbying Activities | 0 | LobbyingActivitiesInd |
| Subject To Proxy Tax | 0 | SubjectToProxyTaxInd |
| Donor Advised Fund | Yes (1) | DonorAdvisedFundInd |
| Conservation Easements | 0 | ConservationEasementsInd |
| Collections Of Art | 0 | CollectionsOfArtInd |
| Credit Counseling | Yes (1) | CreditCounselingInd |
| Donor Rstr Or Quasi Endowments | Yes (1) | DonorRstrOrQuasiEndowmentsInd |
| Report Land Building Equipment | Yes (1) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | Yes (1) | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | 0 | ReportProgramRelatedInvstInd |
| Report Other Assets | 0 | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (1) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | 0 | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | 0 | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | Yes (1) | ConsolidatedAuditFinclStmtInd |
| School Operating | 0 | SchoolOperatingInd |
| Foreign Office | 0 | ForeignOfficeInd |
| Foreign Activities | Yes (1) | ForeignActivitiesInd |
| More Than5000 K To Org | 0 | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividualsInd |
| Professional Fundraising | 0 | ProfessionalFundraisingInd |
| Fundraising Activities | 0 | FundraisingActivitiesInd |
| Gaming Activities | 0 | GamingActivitiesInd |
| Operate Hospital | 0 | OperateHospitalInd |
| Grants To Organizations | Yes (1) | GrantsToOrganizationsInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Schedule J Required | 0 | ScheduleJRequiredInd |
| Tax Exempt Bonds | 0 | TaxExemptBondsInd |
| Engaged In Excess Benefit Trans | 0 | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | 0 | PYExcessBenefitTransInd |
| Loan Outstanding | 0 | LoanOutstandingInd |
| Grant To Related Person | 0 | GrantToRelatedPersonInd |
| Business Rln With Org Mem | 0 | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | 0 | BusinessRlnWithFamMemInd |
| Business Rln With35 Ctrl Ent | 0 | BusinessRlnWith35CtrlEntInd |
| Deductible Non Cash Contri | Yes (1) | DeductibleNonCashContriInd |
| Deductible Art Contribution | 0 | DeductibleArtContributionInd |
| Terminate Operations | 0 | TerminateOperationsInd |
| Partial Liquidation | 0 | PartialLiquidationInd |
| Disregarded Entity | Yes (1) | DisregardedEntityInd |
| Related Entity | Yes (1) | RelatedEntityInd |
| Related Organization Ctrl Ent | Yes (1) | RelatedOrganizationCtrlEntInd |
| Transaction With Control Ent | Yes (1) | TransactionWithControlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | 0 | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | 0 | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (1) | ScheduleORequiredInd |
| IRP Document | 3 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (1) | BackupWthldComplianceInd |
| Employee | 6 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (1) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | Yes (1) | UnrelatedBusIncmOverLimitInd |
| Form990 T Filed | Yes (1) | Form990TFiledInd |
| Foreign Financial Account | 0 | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | 0 | TaxablePartyNotificationInd |
| Nondeductible Contributions | 0 | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | 0 | QuidProQuoContributionsInd |
| Form8282 Property Disposed Of | Yes (1) | Form8282PropertyDisposedOfInd |
| Form8282 Filed | 1 | Form8282FiledCnt |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| DAF Excess Business Holdings | 0 | DAFExcessBusinessHoldingsInd |
| Taxable Distributions | 0 | TaxableDistributionsInd |
| Distribution To Donor | 0 | DistributionToDonorInd |
| Indoor Tanning Services | 0 | IndoorTanningServicesInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
| Subject To Excs Tax Net Invst Inc | 0 | SubjectToExcsTaxNetInvstIncInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 30 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 30 | IndependentVotingMemberCnt |
| Family Or Business Rln | Yes (1) | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | 0 | DelegationOfMgmtDutiesInd |
| Change To Org Documents | 0 | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | 0 | MembersOrStockholdersInd |
| Election Of Board Members | Yes (1) | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | 0 | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (1) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (1) | MinutesOfCommitteesInd |
| Officer Mailing Address | 0 | OfficerMailingAddressInd |
| Local Chapters | 0 | LocalChaptersInd |
| Form990 Provided To Gvrn Body | Yes (1) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (1) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (1) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (1) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (1) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (1) | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (1) | CompensationProcessCEOInd |
| Compensation Process Other | 0 | CompensationProcessOtherInd |
| Investment In Joint Venture | 0 | InvestmentInJointVentureInd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Paul Weaver | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 3466994523 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 5603 South Braeswood | AddressLine1Txt |
| City | Houston | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 77096 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part VII | Yes (X) | InfoInScheduleOPartVIIInd |
Form990 Part VII Section A Form990PartVIISectionAGrp (32 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Average Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt |
|---|---|---|---|---|---|---|---|
| Jay Kaplan | |||||||
| Chair | 5.00 | 2.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| Thomas Fish | |||||||
| Vice Chair | 3.00 | 0.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| Edward Schreiber | |||||||
| Secretary | 5.00 | 0.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| Dan Gordon | |||||||
| Treasurer | 5.00 | 0.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| David Aaronson | |||||||
| Trustee | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |
| Susan Bass | |||||||
| Trustee | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |
| David Breslauer | |||||||
| Trustee | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |
| Mark Brookner | |||||||
| Trustee | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |
| Vikki Evans | |||||||
| Trustee | 1.00 | 1.00 | Yes (X) | $0 | $0 | $0 | |
| Audrey Fersten | |||||||
| Trustee | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |
| Steven J Finkelman | |||||||
| Trustee | 1.00 | 1.00 | Yes (X) | $0 | $0 | $0 | |
| Adam Finn | |||||||
| Trustee | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |
| Donald Freedman | |||||||
| Trustee | 1.00 | 1.00 | Yes (X) | $0 | $0 | $0 | |
| Jeffrey Gilbert | |||||||
| Trustee | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |
| Robert Goodfriend | |||||||
| Trustee | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |
| Donald M Graubart | |||||||
| Trustee | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |
| Rosanne Kaufman | |||||||
| Trustee | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |
| Gerald Merfish | |||||||
| Trustee | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |
| Elise Newman | |||||||
| Trustee | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |
| Jack Polatsek | |||||||
| Trustee | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |
| Esther Polland | |||||||
| Trustee | 1.00 | 2.00 | Yes (X) | $0 | $0 | $0 | |
| Ann Baker Ronn | |||||||
| Trustee | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |
| Benjamin D Rosenberg | |||||||
| Trustee | 1.00 | 4.00 | Yes (X) | $0 | $0 | $0 | |
| Michael Rubenstein | |||||||
| Trustee | 1.00 | 3.00 | Yes (X) | $0 | $0 | $0 | |
| Rob Shoss | |||||||
| Trustee | 1.00 | 2.00 | Yes (X) | $0 | $0 | $0 | |
| Rick Stein | |||||||
| Trustee | 1.00 | 1.00 | Yes (X) | $0 | $0 | $0 | |
| Sam Stolbun | |||||||
| Trustee | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |
| Haya Varon | |||||||
| Trustee | 1.00 | 1.00 | Yes (X) | $0 | $0 | $0 | |
| Benjamin Warren | |||||||
| Trustee | 1.00 | 2.00 | Yes (X) | $0 | $0 | $0 | |
| Joe L Williams | |||||||
| Trustee | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |
| Roberta Herman-Dietrich | |||||||
| Executive Director | 38.00 | 3.00 | Yes (X) | $0 | $132,426 | $7,283 | |
| Paul Weaver | |||||||
| CFO | 40.00 | 0.00 | Yes (X) | $0 | $94,968 | $8,658 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $0 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $227,394 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $15,941 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 0 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | 0 | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | 0 | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp
Contractor Name ContractorName
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Fiducient Advisors | BusinessNameLine1Txt |
Contractor Address ContractorAddress
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 500 W Madison St 1700 | AddressLine1Txt |
| City | Chicago | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 60661 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Services | Investment management | ServicesDesc |
| Compensation | $102,920 | CompensationAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 1 | CntrctRcvdGreaterThan100KCnt |
| Related Organizations | $3,879,220 | RelatedOrganizationsAmt |
| All Other Contributions | $23,515,993 | AllOtherContributionsAmt |
| Noncash Contributions | $10,660,318 | NoncashContributionsAmt |
| Total Contributions | $27,395,213 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Administrative fees | Desc |
| Business | 561000 | BusinessCd |
| Total Revenue Column | $370,655 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $370,655 | RelatedOrExemptFuncIncomeAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $370,655 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $2,832,415 | TotalRevenueColumnAmt |
| Exclusion | $2,832,415 | ExclusionAmt |
Royalties Revenue RoyaltiesRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $34,473 | TotalRevenueColumnAmt |
| Exclusion | $34,473 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $13,784,178 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $12,510,926 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $1,273,252 | SecuritiesAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $1,273,252 | TotalRevenueColumnAmt |
| Exclusion | $1,273,252 | ExclusionAmt |
Other Revenue Misc OtherRevenueMiscGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Partnership distributions | Desc |
| Business | 900099 | BusinessCd |
| Total Revenue Column | $614,339 | TotalRevenueColumnAmt |
| Unrelated Business Revenue | $618,933 | UnrelatedBusinessRevenueAmt |
| Exclusion | -$4,594 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $614,339 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $32,520,347 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $370,655 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $618,933 | UnrelatedBusinessRevenueAmt |
| Exclusion | $4,135,546 | ExclusionAmt |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $20,559,013 | TotalAmt |
| Program Services | $20,559,013 | ProgramServicesAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $139,709 | TotalAmt |
| Program Services | $17,388 | ProgramServicesAmt |
| Management And General | $18,176 | ManagementAndGeneralAmt |
| Fundraising | $104,145 | FundraisingAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $477,369 | TotalAmt |
| Program Services | $16,976 | ProgramServicesAmt |
| Management And General | $441,072 | ManagementAndGeneralAmt |
| Fundraising | $19,321 | FundraisingAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $18,729 | TotalAmt |
| Program Services | $1,152 | ProgramServicesAmt |
| Management And General | $13,498 | ManagementAndGeneralAmt |
| Fundraising | $4,079 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $65,471 | TotalAmt |
| Program Services | $20,005 | ProgramServicesAmt |
| Management And General | $34,448 | ManagementAndGeneralAmt |
| Fundraising | $11,018 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $52,329 | TotalAmt |
| Program Services | $3,221 | ProgramServicesAmt |
| Management And General | $37,712 | ManagementAndGeneralAmt |
| Fundraising | $11,396 | FundraisingAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,920 | TotalAmt |
| Management And General | $3,920 | ManagementAndGeneralAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $25,362 | TotalAmt |
| Management And General | $25,362 | ManagementAndGeneralAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $122,818 | TotalAmt |
| Management And General | $122,818 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $43,161 | TotalAmt |
| Management And General | $43,161 | ManagementAndGeneralAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $19,953 | TotalAmt |
| Management And General | $19,953 | ManagementAndGeneralAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $150,421 | TotalAmt |
| Management And General | $150,421 | ManagementAndGeneralAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $42,415 | TotalAmt |
| Management And General | $42,415 | ManagementAndGeneralAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $78,419 | TotalAmt |
| Management And General | $78,419 | ManagementAndGeneralAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $952 | TotalAmt |
| Management And General | $952 | ManagementAndGeneralAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $206,705 | TotalAmt |
| Management And General | $206,705 | ManagementAndGeneralAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Management And GeneralManagementAndGeneralAmt | FundraisingFundraisingAmt |
|---|---|---|---|
| UBI taxes | $161,401 | $161,401 | |
| Recruitment | $18,750 | $18,750 | |
| Donor appr. events | $16,064 | $16,064 | |
| Dues & subscriptions | $1,013 | $1,013 |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $22,203,974 | TotalAmt |
| Program Services | $20,617,755 | ProgramServicesAmt |
| Management And General | $1,420,196 | ManagementAndGeneralAmt |
| Fundraising | $166,023 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $363,726 | BOYAmt |
| EOY | $321,567 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,294 | BOYAmt |
| EOY | $1,831 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $143,537 | BOYAmt |
| EOY | $666,623 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $5,628 | BOYAmt |
| EOY | $12,820 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $26,749 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $26,749 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $205,659,728 | BOYAmt |
| EOY | $186,851,856 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $11,649,439 | BOYAmt |
| EOY | $12,298,940 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,088,783 | BOYAmt |
| EOY | $1,990,662 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $219,913,135 | BOYAmt |
| EOY | $202,144,299 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $48,139 | BOYAmt |
| EOY | $138,135 | EOYAmt |
Grants Payable GrantsPayableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $241,300 | BOYAmt |
| EOY | $288,945 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $4,000 | EOYAmt |
Escrow Account Liability EscrowAccountLiabilityGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $63,870,245 | BOYAmt |
| EOY | $59,246,079 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $555,890 | BOYAmt |
| EOY | $418,964 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $64,715,574 | BOYAmt |
| EOY | $60,096,123 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $148,274,933 | BOYAmt |
| EOY | $136,382,765 | EOYAmt |
Donor Restriction Net Assets DonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $6,922,628 | BOYAmt |
| EOY | $5,665,411 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $155,197,561 | BOYAmt |
| EOY | $142,048,176 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $219,913,135 | BOYAmt |
| EOY | $202,144,299 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | Yes (X) | InfoInScheduleOPartXIInd |
| Reconcilation Revenue Expnss | $10,316,373 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | -$23,470,588 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | $4,830 | OtherChangesInNetAssetsAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | 0 | AccountantCompileOrReviewInd |
| FS Audited | Yes (1) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Consolidated Basis Fincl Stmt | Yes (X) | ConsolidatedBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (1) | AuditCommitteeInd |
| Federal Grant Audit Required | 0 | FederalGrantAuditRequiredInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Organization170 | Yes (X) | PublicOrganization170Ind |
Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $20,747,929 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $28,267,056 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $18,038,562 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $19,964,242 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $27,395,213 | CurrentTaxYearAmt |
| Total | $114,413,002 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $20,747,929 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $28,267,056 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $18,038,562 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $19,964,242 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $27,395,213 | CurrentTaxYearAmt |
| Total | $114,413,002 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantial Contributors Tot | $37,694,584 | SubstantialContributorsTotAmt |
| Public Support Total170 | $76,718,418 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $2,039,985 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $2,435,552 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $2,392,282 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $2,390,995 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $2,866,888 | CurrentTaxYearAmt |
| Total | $12,125,702 | TotalAmt |
Unrelated Business Net Incm170 UnrelatedBusinessNetIncm170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus3 Years | $3,141,900 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $19,858 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $1,136,624 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $657,113 | CurrentTaxYearAmt |
| Total | $4,955,495 | TotalAmt |
Other Income170 OtherIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus2 Years | $2,435,331 | CurrentTaxYearMinus2YearsAmt |
| Total | $2,435,331 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $133,929,530 | TotalSupportAmt |
| Gross Receipts Rltd Activities | $1,682,525 | GrossReceiptsRltdActivitiesAmt |
| Public Support CY170 | 0.57280 | PublicSupportCY170Pct |
| Public Support PY170 | 0.54310 | PublicSupportPY170Pct |
| Thirty Thr Pct Suprt Tests CY170 | Yes (X) | ThirtyThrPctSuprtTestsCY170Ind |
Schedule B IRS990ScheduleB
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | RESTRICTED | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | RESTRICTED | TotalContributionsAmt |
Schedule D IRS990ScheduleD
| Field | Value | IRS element (for citing) |
|---|---|---|
| Donor Advised Funds Held | 371 | DonorAdvisedFundsHeldCnt |
| Donor Advised Funds Contri | $23,075,797 | DonorAdvisedFundsContriAmt |
| Donor Advised Funds Grants | $16,538,663 | DonorAdvisedFundsGrantsAmt |
| Donor Advised Funds Vl EOY | $113,752,764 | DonorAdvisedFundsVlEOYAmt |
| Disclosed Org Leg Ctrl | Yes (1) | DisclosedOrgLegCtrlInd |
| Disclosed For Charitable Prps | Yes (1) | DisclosedForCharitablePrpsInd |
| Agent Trustee Etc | 0 | AgentTrusteeEtcInd |
| Incl Escrow Custodial Acct Liab | Yes (1) | InclEscrowCustodialAcctLiabInd |
| Explanation Provided | Yes (X) | ExplanationProvidedInd |
CY Endwmt Fund CYEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $177,955,413 | BeginningYearBalanceAmt |
| Contributions | $27,820,537 | ContributionsAmt |
| Investment Earnings Or Losses | -$18,276,646 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $21,615,513 | GrantsOrScholarshipsAmt |
| Other Expenditures | $58,742 | OtherExpendituresAmt |
| Administrative Expenses | $1,480,334 | AdministrativeExpensesAmt |
| End Year Balance | $164,344,715 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $154,407,065 | BeginningYearBalanceAmt |
| Contributions | $20,367,009 | ContributionsAmt |
| Investment Earnings Or Losses | $23,073,940 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $18,460,018 | GrantsOrScholarshipsAmt |
| Other Expenditures | $36,060 | OtherExpendituresAmt |
| Administrative Expenses | $1,396,523 | AdministrativeExpensesAmt |
| End Year Balance | $177,955,413 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $134,430,111 | BeginningYearBalanceAmt |
| Contributions | $25,631,580 | ContributionsAmt |
| Investment Earnings Or Losses | $14,059,351 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $18,505,838 | GrantsOrScholarshipsAmt |
| Other Expenditures | $36,793 | OtherExpendituresAmt |
| Administrative Expenses | $1,171,346 | AdministrativeExpensesAmt |
| End Year Balance | $154,407,065 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $118,562,849 | BeginningYearBalanceAmt |
| Contributions | $28,638,550 | ContributionsAmt |
| Investment Earnings Or Losses | $4,639,081 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $15,607,116 | GrantsOrScholarshipsAmt |
| Other Expenditures | $35,809 | OtherExpendituresAmt |
| Administrative Expenses | $1,767,444 | AdministrativeExpensesAmt |
| End Year Balance | $134,430,111 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $106,205,954 | BeginningYearBalanceAmt |
| Contributions | $23,680,925 | ContributionsAmt |
| Investment Earnings Or Losses | $6,735,770 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $16,798,645 | GrantsOrScholarshipsAmt |
| Other Expenditures | $35,013 | OtherExpendituresAmt |
| Administrative Expenses | $1,226,142 | AdministrativeExpensesAmt |
| End Year Balance | $118,562,849 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated Balance EOY | 0.96550 | BoardDesignatedBalanceEOYPct |
| Prmnnt Endowment Balance EOY | 0.02610 | PrmnntEndowmentBalanceEOYPct |
| Term Endowment Balance EOY | 0.00840 | TermEndowmentBalanceEOYPct |
| Endowments Held Unrelated Org | 0 | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | Yes (1) | EndowmentsHeldRelatedOrgInd |
| Related Org List Sch R | Yes (1) | RelatedOrgListSchRInd |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $26,749 | OtherCostOrOtherBasisAmt |
| Depreciation | $26,749 | DepreciationAmt |
| Book Value | $0 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $0 | TotalBookValueLandBuildingsAmt |
Other Securities OtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Partnership interests | Desc |
| Book Value | $12,298,940 | BookValueAmt |
| Method Valuation | F | MethodValuationCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Securities | $12,298,940 | TotalBookValueSecuritiesAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Due to affiliates | Desc |
| Amt | $418,964 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $418,964 | TotalLiabilityAmt |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Part IV, Line 2b: | Funds held for others include amounts held on behalf of other charitable organizations which are combined with the Foundation's investments to create a pool of investments for the purpose of administrative and investing convenience. |
| Part V, Line 4: | The Houston Jewish Community Foundation holds endowment funds to support the practice of tzedakah (righteousness, charity) and the pursuit of tikkun olam (repairing the world) by serving as a central resource and advocate for charitable giving. |
Schedule F IRS990ScheduleF
Account Activities Outside US AccountActivitiesOutsideUSGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Region | Middle East/ North Africa | RegionTxt |
| Offices | 0 | OfficesCnt |
| Employee | 0 | EmployeeCnt |
| Type Of Activities Conducted | Investment | TypeOfActivitiesConductedTxt |
| Region Total Expenditures | $1,201,478 | RegionTotalExpendituresAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Subtotal Offices | 0 | SubtotalOfficesCnt |
| Subtotal Employees | 0 | SubtotalEmployeesCnt |
| Continuation Total Office | 0 | ContinuationTotalOfficeCnt |
| Continuation Total Employee | 0 | ContinuationTotalEmployeeCnt |
| Total Office | 0 | TotalOfficeCnt |
| Total Employee | 0 | TotalEmployeeCnt |
| Subtotal Spent | $1,201,478 | SubtotalSpentAmt |
| Continuation Spent | $0 | ContinuationSpentAmt |
| Total Spent | $1,201,478 | TotalSpentAmt |
| Transfer To Foreign Corp | 0 | TransferToForeignCorpInd |
| Interest In Foreign Trust | 0 | InterestInForeignTrustInd |
| Foreign Corp Ownership | 0 | ForeignCorpOwnershipInd |
| Passive Foreign Investmest Co | 0 | PassiveForeignInvestmestCoInd |
| Foreign Partnership | 0 | ForeignPartnershipInd |
| Boycott Countries | 0 | BoycottCountriesInd |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Part III Accounting Method: | |
| Part I, Line 3f - Investments & Expenditures Per Region | The amounts reported in Part I, column (f) reflect the fair value of foreign investments held as of the end of the fiscal year. |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (1) | GrantRecordsMaintainedInd |
Recipient Table RecipientTable (207 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Recipient EINRecipientEIN | IRC SectionIRCSectionDesc | Cash GrantCashGrantAmt | Non Cash AssistanceNonCashAssistanceAmt | Purpose Of GrantPurposeOfGrantTxt |
|---|---|---|---|---|---|---|---|---|
| 19th News | ||||||||
| 3267 Bee Caves Rd Ste 107-353 | Austin | TX | 78746 | 842627202 | 501(c)(3) | $14,000 | $0 | General Support |
| ACLU Foundation | ||||||||
| 125 Broad Street 18th Fl | New York | NY | 10004 | 136213516 | 501(c)(3) | $6,500 | $0 | General Support |
| ADL - Anti-Defamation League | ||||||||
| 4635 Southwest Freeway Ste 400 | Houston | TX | 77027 | 131818723 | 501(c)(3) | $57,550 | $0 | General Support |
| Advance Democracy | ||||||||
| 1360 Beverly Rd Ste 300 | McLean | VA | 22101 | 824277642 | 501(c)(3) | $10,000 | $0 | General Support |
| Aid to Victims of Domestic Abuse - AVDA | ||||||||
| 1001 Texas Ave Ste 600 | Houston | TX | 77002 | 742141981 | 501(c)(3) | $25,300 | $0 | General Support |
| Aishel House Inc | ||||||||
| 1955 University Blvd | Houston | TX | 77030 | 201225881 | 501(c)(3) | $15,180 | $0 | General Support |
| AJC - American Jewish Committee | ||||||||
| 374 Greenbriar Dr | Houston | TX | 77098 | 135563393 | 501(c)(3) | $121,100 | $0 | General Support |
| All Stars Project Inc | ||||||||
| 543 West 42nd St | New York | NY | 10036 | 133148295 | 501(c)(3) | $10,000 | $0 | General Support |
| Alley Theatre | ||||||||
| 615 Texas Ave | Houston | TX | 77002 | 741143076 | 501(c)(3) | $10,050 | $0 | General Support |
| Alpha Epsilon Pi Foundation Inc | ||||||||
| 8815 Wesleyan Rd | Indianapolis | IN | 46268 | 136141078 | 501(c)(3) | $7,500 | $0 | General Support |
| American Friends of Leket Israel | ||||||||
| PO Box 2090 | Teaneck | NJ | 07666 | 208202424 | 501(c)(3) | $7,000 | $0 | General Support |
| American Friends of Tel Aviv University | ||||||||
| 8 West 40th St 8th Fl | New York | NY | 10018 | 131996126 | 501(c)(3) | $19,800 | $0 | General Support |
| American Hand Therapy Foundation | ||||||||
| PO Box 701484 | Houston | TX | 77270 | 351796130 | 501(c)(3) | $7,750 | $0 | General Support |
| American Indian College Fund | ||||||||
| 8333 Greenwood Blvd | Denver | CO | 80221 | 521573446 | 501(c)(3) | $10,000 | $0 | General Support |
| American Israel Education Foundation | ||||||||
| 251 H Street NW | Washington | DC | 20001 | 521623781 | 501(c)(3) | $275,000 | $0 | General Support |
| American Jewish Joint Distribution Committee | ||||||||
| 220 East 42nd St Ste 400 | New York | NY | 10017 | 131656634 | 501(c)(3) | $278,100 | $0 | General Support |
| American Red Cross - Greater Houston Chapter | ||||||||
| 27 Southwest Freeway | Houston | TX | 77098 | 530196605 | 501(c)(3) | $25,700 | $0 | General Support |
| American Society for Technion | ||||||||
| 55 East 59th St | New York | NY | 10022 | 130434195 | 501(c)(3) | $1,160,000 | $0 | General Support |
| American Society for Yad Vashem Inc | ||||||||
| 500 Fifth Ave 42nd Fl | New York | NY | 101104299 | 133106768 | 501(c)(3) | $5,650 | $0 | General Support |
| Americans for Ben-Gurion University | ||||||||
| PO Box 7410310 | Chicago | IL | 606740310 | 237270753 | 501(c)(3) | $70,068 | $0 | General Support |
| Amigos de las Americas | ||||||||
| 1800 W Loop S 1325 | Houston | TX | 77027 | 741547146 | 501(c)(3) | $10,000 | $0 | General Support |
| AMIT Children Inc | ||||||||
| 49 W 37th St 5th Fl | New York | NY | 10018 | 135631502 | 501(c)(3) | $6,700 | $0 | General Support |
| Ann Richards School Foundation | ||||||||
| PO Box 41072 | Austin | TX | 78704 | 264231160 | 501(c)(3) | $18,000 | $0 | General Support |
| Aspen Jewish Congregation | ||||||||
| 77 Meadowood Dr | Aspen | CO | 81611 | 840723135 | 501(c)(3) | $13,638 | $0 | General Support |
| Auschwitz Institute for Prevention of Genocide & Mass Atrocities | ||||||||
| 2 West 45th St Ste 1602 | New York | NY | 10036 | 204714242 | 501(c)(3) | $53,750 | $0 | General Support |
| Avotaynu Foundation Inc | ||||||||
| PO Box 30 | Englewood | NJ | 07631 | 311538873 | 501(c)(3) | $25,000 | $0 | General Support |
| Baylor College of Medicine | ||||||||
| PO Box 4976 MSC 8 | Houston | TX | 77210 | 741613878 | 501(c)(3) | $25,550 | $0 | General Support |
| BBYO - Lonestar Region | ||||||||
| 800 8th St NW | Washington | DC | 20001 | 611683404 | 501(c)(3) | $8,966 | $0 | General Support |
| BBYO Inc | ||||||||
| 529 14th St NW Ste 705 | Washington | DC | 20045 | 311794932 | 501(c)(3) | $6,000 | $0 | General Support |
| Beth Yeshurun Day School | ||||||||
| 4525 Beechnut | Houston | TX | 77096 | 800165161 | 501(c)(3) | $129,658 | $0 | General Support |
| Bellaire Jewish Center | ||||||||
| 12 Bellaire Triangle Arc | Bellaire | TX | 77401 | 273461984 | 501(c)(3) | $13,009 | $0 | General Support |
| Boca Jewish Center | ||||||||
| 21065 Powerline Rd | Boca Raton | FL | 33433 | 274850965 | 501(c)(3) | $25,000 | $0 | General Support |
| Boulder Jewish Community Center | ||||||||
| 67 Oreg Ave | Boulder | CO | 80303 | 841322996 | 501(c)(3) | $5,100 | $0 | General Support |
| Brandeis University | ||||||||
| PO Box 54911 | Waltham | MA | 02454 | 042103552 | 501(c)(3) | $7,500 | $0 | General Support |
| Brighter Bites | ||||||||
| PO Box 25456 | Houston | TX | 77265 | 474070026 | 501(c)(3) | $20,000 | $0 | General Support |
| Camp Ramah - Wisconsin | ||||||||
| 67 East Madison St Ste 1905 | Chicago | IL | 60603 | 366009250 | 501(c)(3) | $100,000 | $0 | General Support |
| Camp Young Judaea Inc | ||||||||
| 5410 Bellaire Blvd Ste 207 | Bellaire | TX | 77401 | 746063430 | 501(c)(3) | $69,429 | $0 | General Support |
| Case Western Reserve University | ||||||||
| 10900 Euclid Ave | Cleveland | OH | 44106 | 341018992 | 501(c)(3) | $6,000 | $0 | General Support |
| Center for Reproductive Rights | ||||||||
| 199 Water St 22nd Fl | New York | NY | 10038 | 133669731 | 501(c)(3) | $61,100 | $0 | General Support |
| Chabad of West Houston | ||||||||
| 12645 Whittington Dr | Houston | TX | 77077 | 237278350 | 501(c)(3) | $18,372 | $0 | General Support |
| Chabad Sugar Land | ||||||||
| 451 Cartwright Rd Ste 77 | Missouri City | TX | 77459 | 760625646 | 501(c)(3) | $9,579 | $0 | General Support |
| Children at Risk Inc | ||||||||
| 2900 Weslayan 400 | Houston | TX | 77027 | 760360533 | 501(c)(3) | $7,500 | $0 | General Support |
| Cincinnati Children's Hospital Medical Center | ||||||||
| 3333 Burnet Ave Ml 4900 | Cincinnati | OH | 45229 | 310833936 | 501(c)(3) | $10,000 | $0 | General Support |
| City of Hope | ||||||||
| 1500 E Duarte Rd | Duarte | CA | 91010 | 953435919 | 501(c)(3) | $10,000 | $0 | General Support |
| Congregation Agudas Achim | ||||||||
| 7300 Hart Lane | Austin | TX | 78731 | 746052767 | 501(c)(3) | $9,474 | $0 | General Support |
| Congregation Beth Israel | ||||||||
| 5600 N Braeswood Blvd | Houston | TX | 77096 | 741143080 | 501(c)(3) | $476,985 | $0 | General Support |
| Congregation Beth Israel | ||||||||
| 3901 Shoal Creek Blvd | Austin | TX | 78756 | 742827868 | 501(c)(3) | $14,944 | $0 | General Support |
| Congregation Beth Rambam | ||||||||
| 11333 Braesridge | Houston | TX | 77071 | 760021736 | 501(c)(3) | $32,360 | $0 | General Support |
| Congregation Beth Shalom of the Woodlands | ||||||||
| 5125 Shadowbend Place | The Woodlands | TX | 77381 | 760030790 | 501(c)(3) | $6,600 | $0 | General Support |
| Congregation Beth Yeshurun | ||||||||
| 4525 Beechnut Blvd | Houston | TX | 77096 | 741222268 | 501(c)(3) | $383,257 | $0 | General Support |
| Congregation Emanu El | ||||||||
| 1500 Sunset Blvd | Houston | TX | 77005 | 741109756 | 501(c)(3) | $345,016 | $0 | General Support |
| Congregation Jewish Learning Experience | ||||||||
| 69-13 172nd St | Flushing | NY | 12365 | 222407101 | 501(c)(3) | $22,800 | $0 | General Support |
| Congregation Or Ami | ||||||||
| 3443 Wilcrest Dr | Houston | TX | 77042 | 741742050 | 501(c)(3) | $23,150 | $0 | General Support |
| Contemporary Arts Museum Houston | ||||||||
| 5216 Montrose Blvd | Houston | TX | 77006 | 741093771 | 501(c)(3) | $25,000 | $0 | General Support |
| Crested Butte Land Trust | ||||||||
| PO Box 2224 | Crested Butte | CO | 81224 | 841190830 | 501(c)(3) | $15,135 | $0 | General Support |
| Crime Stoppers of Houston | ||||||||
| PO Box 541654 | Houston | TX | 77254 | 742137744 | 501(c)(3) | $17,900 | $0 | General Support |
| Crisis Intervention of Houston Inc | ||||||||
| 5322 West Bellfort Ste 203 | Houston | TX | 77035 | 742076682 | 501(c)(3) | $7,872 | $0 | General Support |
| DAAR Charitable Foundation | ||||||||
| 123 N Post Oak Ln Ste 410 | Houston | TX | 77024 | 850487069 | 501(c)(3) | $19,141 | $0 | General Support |
| Doctors Without Borders | ||||||||
| PO Box 5030 | Hagerstown | MD | 21741 | 133433452 | 501(c)(3) | $8,980 | $0 | General Support |
| Emery Weiner Center for Jewish Education | ||||||||
| 9825 Stella Link | Houston | TX | 77025 | 741990541 | 501(c)(3) | $191,608 | $0 | General Support |
| Evelyn Rubenstein Jewish Community Center | ||||||||
| 5601 S Braeswood Blvd | Houston | TX | 77096 | 741198298 | 501(c)(3) | $2,217,683 | $0 | General Support |
| Everytown for Gun Safety Support Fund | ||||||||
| PO Box 4184 | New York | NY | 10163 | 261598353 | 501(c)(3) | $5,600 | $0 | General Support |
| Fiver Children's Foundation | ||||||||
| 519 Eighth Ave 24th Fl | New York | NY | 10018 | 133993633 | 501(c)(3) | $35,000 | $0 | General Support |
| Foundation for Education and Research in Vision | ||||||||
| 4401 Martin Luther King Blvd | Houston | TX | 77204 | 760216422 | 501(c)(3) | $10,000 | $0 | General Support |
| Friends of IDF Texas Chapter | ||||||||
| PO Box 22245 | Houston | TX | 77227 | 133156445 | 501(c)(3) | $149,680 | $0 | General Support |
| Friends of the Children - Austin | ||||||||
| 1023 Springdale Road Ste 13C | Austin | TX | 78721 | 822604098 | 501(c)(3) | $8,000 | $0 | General Support |
| Friends of United Hatzalah | ||||||||
| 208 East 51st St Ste 303 | New York | NY | 10022 | 113533002 | 501(c)(3) | $15,500 | $0 | General Support |
| Giffords Law Center to Prevent Gun Violence | ||||||||
| 268 Bush St Ste 555 | San Francisco | CA | 94104 | 464638549 | 501(c)(3) | $7,000 | $0 | General Support |
| Greater Houston Community Foundation | ||||||||
| 515 Post Oak Blvd Ste 1000 | Houston | TX | 77027 | 237160400 | 501(c)(3) | $6,550 | $0 | General Support |
| Hadassah - Womens Zionist Org of America | ||||||||
| 455 S Robertson Blvd | Beverly Hills | CA | 90211 | 131656651 | 501(c)(3) | $36,160 | $0 | General Support |
| Hand in Hand Center for Jewish-Arab Edu in Israel | ||||||||
| PO Box 812 | Portland | OR | 97280 | 931269590 | 501(c)(3) | $202,360 | $0 | General Support |
| Harold Grinspoon Foundation | ||||||||
| 67 Hunt St Ste 100 | Agawam | MA | 01001 | 046685725 | 501(c)(3) | $75,871 | $0 | General Support |
| Hebrew Free Loan Association of Houston | ||||||||
| 4131 S Braeswood | Houston | TX | 77025 | 760069644 | 501(c)(3) | $6,380 | $0 | General Support |
| Hebrew Order of David Int'l | ||||||||
| 106 Datonia | Bellaire | TX | 77401 | 273027238 | 501(c)(3) | $10,100 | $0 | General Support |
| HIAS | ||||||||
| PO Box 97077 | Washington | DC | 20090 | 135633307 | 501(c)(3) | $12,100 | $0 | General Support |
| Highland Park Education Foundation | ||||||||
| 4201 Grassmere Lane | Dallas | TX | 75205 | 751999200 | 501(c)(3) | $20,000 | $0 | General Support |
| Holocaust Museum Houston | ||||||||
| 5401 Caroline St | Houston | TX | 77004 | 760331398 | 501(c)(3) | $364,076 | $0 | General Support |
| Houston Baptist University | ||||||||
| 7502 Fondren Rd | Houston | TX | 77074 | 741400699 | 501(c)(3) | $10,000 | $0 | General Support |
| Houston Botanic Garden | ||||||||
| 8205 N Bayou Dr | Houston | TX | 77017 | 043695294 | 501(c)(3) | $25,000 | $0 | General Support |
| Houston Congregation for Reform Judaism | ||||||||
| PO Box 418 | Montvale | NJ | 07645 | 741457948 | 501(c)(3) | $34,394 | $0 | General Support |
| Houston Food Bank | ||||||||
| 535 Portwall St | Houston | TX | 77029 | 742181456 | 501(c)(3) | $36,302 | $0 | General Support |
| Houston Friendship Circle Inc | ||||||||
| 12645 Whittington Dr | Houston | TX | 77077 | 464596952 | 501(c)(3) | $12,500 | $0 | General Support |
| Houston Hillel | ||||||||
| 1700 Bissonnet St | Houston | TX | 77005 | 760684042 | 501(c)(3) | $38,580 | $0 | General Support |
| Houston Jewish Family Foundation | ||||||||
| 4131 South Braeswood Blvd | Houston | TX | 77025 | 760240622 | 501(c)(3) | $431,032 | $0 | Charitable purposes - see Schedule O |
| Houston Methodist Hospital Foundation | ||||||||
| PO Box 4384 | Houston | TX | 77210 | 760094743 | 501(c)(3) | $115,484 | $0 | General Support |
| Houston Museum of Natural Science | ||||||||
| 5555 Hermann Park Dr | Houston | TX | 77030 | 741036131 | 501(c)(3) | $27,740 | $0 | General Support |
| Houston Police Foundation | ||||||||
| PO Box 346 | Houston | TX | 77001 | 201209272 | 501(c)(3) | $12,000 | $0 | General Support |
| Houston Symphony Society | ||||||||
| 615 Louisiana Ste 102 | Houston | TX | 77002 | 741157373 | 501(c)(3) | $7,600 | $0 | General Support |
| Houston Zoo Inc | ||||||||
| 1513 Cambridge St | Houston | TX | 77030 | 741590271 | 501(c)(3) | $27,500 | $0 | General Support |
| IGNITE | ||||||||
| 510 16th St | Oakland | CA | 94612 | 383819049 | 501(c)(3) | $6,500 | $0 | General Support |
| IKAR | ||||||||
| 1737 S La Cienega Blvd | Los Angeles | CA | 90035 | 201210098 | 501(c)(3) | $7,550 | $0 | General Support |
| Impact Austin | ||||||||
| PO Box 28148 | Austin | TX | 78755 | 562367666 | 501(c)(3) | $6,500 | $0 | General Support |
| ImpactIsrael | ||||||||
| 200 Highland Ave Ste 31 | Needham | MA | 02492 | 223090463 | 501(c)(3) | $35,500 | $0 | General Support |
| Institute of Southern Jewish Life | ||||||||
| PO Box 16528 | Jackson | MS | 39236 | 640762027 | 501(c)(3) | $50,000 | $0 | General Support |
| Interfaith Ministries for Greater Houston | ||||||||
| 3303 Main St | Houston | TX | 77002 | 741488102 | 501(c)(3) | $55,030 | $0 | General Support |
| Int'l Association of Jewish Genealogical Societies | ||||||||
| 1800 Ben Franklin Dr A1002 | Sarasota | FL | 34236 | 222997643 | 501(c)(3) | $18,000 | $0 | General Support |
| International Rescue Committee | ||||||||
| PO Box 6068 | Albert Lea | MN | 56007 | 135660870 | 501(c)(3) | $15,500 | $0 | General Support |
| Irvin M Shlenker School of Cong Beth Israel | ||||||||
| 5600 N Braeswood Blvd | Houston | TX | 77096 | 760686559 | 501(c)(3) | $48,827 | $0 | General Support |
| Israeli American Council | ||||||||
| 5900 Canoga Ave Ste 390 | Woodland Hills | CA | 91367 | 223951652 | 501(c)(3) | $8,600 | $0 | General Support |
| J Street Education Fund | ||||||||
| PO Box 6673 | Washington | DC | 20035 | 202777557 | 501(c)(3) | $22,500 | $0 | General Support |
| Jewish Agency for Israel | ||||||||
| 633 3rd Ave 21st Fl | New York | NY | 10017 | 230053483 | 501(c)(3) | $44,000 | $0 | General Support |
| Jewish Childrens Regional Service | ||||||||
| PO Box 7368 | Metairie | LA | 70010 | 720408936 | 501(c)(3) | $19,150 | $0 | General Support |
| Jewish Colorado | ||||||||
| 300 South Dahlia St Ste 300 | Denver | CO | 80246 | 010831698 | 501(c)(3) | $8,900 | $0 | General Support |
| Jewish Community Action | ||||||||
| 2324 University Ave W Ste 105 | St Paul | MN | 55114 | 411830619 | 501(c)(3) | $10,000 | $0 | General Support |
| Jewish Council for Public Affairs | ||||||||
| 25 Broadway Ste 1700 | New York | NY | 10004 | 131624104 | 501(c)(3) | $5,200 | $0 | General Support |
| Jewish Federation of Greater Houston | ||||||||
| 5603 S Braeswood Blvd | Houston | TX | 77096 | 741109654 | 501(c)(3) | $2,362,542 | $0 | General Support |
| Jewish Federation of Nashville & Middle TN | ||||||||
| 801 Percy Warner Blvd Ste 102 | Nashville | TN | 37205 | 626077703 | 501(c)(3) | $5,150 | $0 | General Support |
| Jewish Federation of Omaha Foundation | ||||||||
| 333 S 132nd St | Omaha | NH | 68154 | 201123519 | 501(c)(3) | $75,000 | $0 | General Support |
| Jewish Federations of North America | ||||||||
| 25 Broadway Ste 1700 | New York | NY | 10004 | 131624240 | 501(c)(3) | $456,500 | $0 | General Support |
| JewishGen Inc | ||||||||
| 36 Battery Place | New York | NY | 10280 | 760493072 | 501(c)(3) | $25,450 | $0 | General Support |
| Jews for Judaism International | ||||||||
| PO Box 351235 | Los Angeles | CA | 90035 | 954040781 | 501(c)(3) | $7,500 | $0 | General Support |
| Jewish Family Service | ||||||||
| 4131 S Braeswood | Houston | TX | 77025 | 741152607 | 501(c)(3) | $1,459,876 | $0 | General Support |
| Judaism & Democracy Action Alliance of NA | ||||||||
| 6 Copper Beech Circle | White Plains | NY | 10605 | 134072492 | 501(c)(3) | $35,000 | $0 | General Support |
| Julie Rogers Gift of Life | ||||||||
| 239 Dowlen Rd | Beaumont | TX | 77706 | 760550450 | 501(c)(3) | $10,500 | $0 | General Support |
| Juvenile Diabetes Research Foundation | ||||||||
| 1776 Yorktown Ste 560 | Houston | TX | 77056 | 231907729 | 501(c)(3) | $6,100 | $0 | General Support |
| Kinkaid School | ||||||||
| 201 Kinkaid School Dr | Houston | TX | 77024 | 760295523 | 501(c)(3) | $18,192 | $0 | General Support |
| KIPP Texas Fundraising Houston | ||||||||
| PO Box 4785 MSC 3 | Houston | TX | 77210 | 133875888 | 501(c)(3) | $16,000 | $0 | General Support |
| KnowAutism Foundation | ||||||||
| 6430 Richmond Ave Ste 410 | Houston | TX | 77057 | 462573522 | 501(c)(3) | $7,500 | $0 | General Support |
| KUHF-Houston Public Media Foundation | ||||||||
| PO Box 4399 | Houston | TX | 77210 | 741670740 | 501(c)(3) | $5,925 | $0 | General Support |
| L'Chaim Center | ||||||||
| PO Box 3321 | Bellaire | TX | 77402 | 271126214 | 501(c)(3) | $10,000 | $0 | General Support |
| Leukemia & Lymphoma Society | ||||||||
| PO Box 772395 | Detroit | MI | 48277 | 135644916 | 501(c)(3) | $6,800 | $0 | General Support |
| Maccabi USA (Sports for Israel) | ||||||||
| 1511 Walnut St Ste 401 | Philadelphia | PA | 19102 | 131810938 | 501(c)(3) | $12,000 | $0 | General Support |
| Massachusetts General Hospital | ||||||||
| 125 Nashua St Ste 54 | Boston | MA | 02114 | 041564655 | 501(c)(3) | $572,930 | $0 | General Support |
| Media Cares Foundation | ||||||||
| 603 W 115th St 371 | New York | NY | 10025 | 134095364 | 501(c)(3) | $7,000 | $0 | General Support |
| Memorial Park Conservancy | ||||||||
| 7575 N Picnic Ln | Houston | TX | 77007 | 760655841 | 501(c)(3) | $12,500 | $0 | General Support |
| Mental Health America of Greater Houston | ||||||||
| 2211 Norfolk Ste 810 | Houston | TX | 77098 | 741272394 | 501(c)(3) | $7,872 | $0 | General Support |
| Mercy Corps | ||||||||
| PO Box 378 | Boone | IA | 50037 | 911148123 | 501(c)(3) | $6,000 | $0 | General Support |
| Methodist Retirement Communities Foundation | ||||||||
| 1440 Lake Front Circle Ste 140 | The Woodlands | TX | 77380 | 741403088 | 501(c)(3) | $8,000 | $0 | General Support |
| Michael M Boone Elementary PTO | ||||||||
| 8385 Durham St | Dallas | TX | 75225 | 842302708 | 501(c)(3) | $19,000 | $0 | General Support |
| Mobile Loaves & Fishes | ||||||||
| PO Box 224451 | Dallas | TX | 75222 | 742956081 | 501(c)(3) | $7,500 | $0 | General Support |
| Moishe House | ||||||||
| 582 Monroe Rd | Charlotte | NC | 28212 | 262599786 | 501(c)(3) | $54,200 | $0 | General Support |
| Mosdot Botoshan | ||||||||
| 1148 49th St | Brooklyn | NY | 11219 | 112668795 | 501(c)(3) | $8,000 | $0 | General Support |
| Museum of Fine Arts Houston | ||||||||
| PO Box 6826 | Houston | TX | 77265 | 741109655 | 501(c)(3) | $38,615 | $0 | General Support |
| NARAL Pro-Choice America Foundation | ||||||||
| 1725 Eye St NW Ste 900 | Washington | DC | 20006 | 521100361 | 501(c)(3) | $7,500 | $0 | General Support |
| National Multiple Sclerosis Society | ||||||||
| 1050 North Post Oak Rd Ste 240 | Houston | TX | 77055 | 741266225 | 501(c)(3) | $12,340 | $0 | General Support |
| New Israel Fund | ||||||||
| PO Box 70358 | Philadelphia | PA | 19176 | 942607722 | 501(c)(3) | $5,200 | $0 | General Support |
| New Leaders Council | ||||||||
| 1050 Connecticut Ave NW 66004 | Washington | DC | 20035 | 562581640 | 501(c)(3) | $70,000 | $0 | General Support |
| Noah's House | ||||||||
| 176 Fellows Rd | Houston | TX | 77047 | 760590599 | 501(c)(3) | $10,000 | $0 | General Support |
| Organization for Resolution of Agunot | ||||||||
| 551 West 181st St 123 | New York | NY | 10033 | 810582070 | 501(c)(3) | $7,500 | $0 | General Support |
| PEF Israel Endowment Funds Inc | ||||||||
| 630 Third Ave 15th Fl Ste 15 | New York | NY | 10017 | 136104086 | 501(c)(3) | $81,765 | $0 | General Support |
| Pancreatic Cancer Action Network | ||||||||
| 1500 Rosecrans Ave 200 | Manhattan Beach | CA | 90266 | 330841281 | 501(c)(3) | $5,100 | $0 | General Support |
| Parkland Foundation | ||||||||
| 1341 W Mockingbird Ln Ste 1100E | Dallas | TX | 75247 | 752089180 | 501(c)(3) | $25,000 | $0 | General Support |
| Planned Parenthood Federation of America | ||||||||
| PO Box 97166 | Washington | DC | 20090 | 131644147 | 501(c)(3) | $5,500 | $0 | General Support |
| Planned Parenthood Great Plains | ||||||||
| 4401 W 109th St Ste 200 | Overland Park | KS | 66211 | 440565390 | 501(c)(3) | $32,800 | $0 | General Support |
| Planned Parenthood Gulf Coast Inc | ||||||||
| 4600 Gulf Freeway | Houston | TX | 77023 | 741100163 | 501(c)(3) | $102,800 | $0 | General Support |
| Planned Parenthood of Greater Texas | ||||||||
| 7424 Greenville Ave Ste 206 | Dallas | TX | 75231 | 521243220 | 501(c)(3) | $9,000 | $0 | General Support |
| Planned Parenthood of the Rocky Mountains | ||||||||
| PO Box 732055 | Dallas | TX | 75373 | 840404253 | 501(c)(3) | $32,800 | $0 | General Support |
| Pro Vision Inc | ||||||||
| 2656 South Loop W Ste 650 | Houston | TX | 77054 | 760336711 | 501(c)(3) | $15,000 | $0 | General Support |
| Project Inspire | ||||||||
| 915 Clifton Ave Ste 7 | Clifton | NJ | 07013 | 471117817 | 501(c)(3) | $10,000 | $0 | General Support |
| Protect Democracy Project | ||||||||
| 2020 Pennsylvania Ave NW 163 | Washington | DC | 20006 | 814777062 | 501(c)(3) | $20,000 | $0 | General Support |
| Raices | ||||||||
| 1305 N Flores St | San Antonio | TX | 78212 | 742436920 | 501(c)(3) | $20,000 | $0 | General Support |
| Resource Impact | ||||||||
| 1341 G Street NW 5th Fl | Washington | DC | 20005 | 812266962 | 501(c)(3) | $25,000 | $0 | General Support |
| RespectAbility | ||||||||
| 43 Town and Country Dr 119-181 | Fredericksburg | VA | 22405 | 462840232 | 501(c)(3) | $187,500 | $0 | General Support |
| Robert M Beren Academy | ||||||||
| 11333 Cliffwood Dr | Houston | TX | 77035 | 741652136 | 501(c)(3) | $72,218 | $0 | General Support |
| Roger Clemens Foundation | ||||||||
| 8572 Katy Freeway Ste 106 | Houston | TX | 77024 | 760378319 | 501(c)(3) | $10,000 | $0 | General Support |
| Rowan University Foundation | ||||||||
| 201 Mullica Hill Rd | Glassboro | NJ | 08028 | 222482802 | 501(c)(3) | $10,000 | $0 | General Support |
| Rutherford B H Yates Museum | ||||||||
| PO Box 130726 | Houston | TX | 77219 | 760536349 | 501(c)(3) | $10,000 | $0 | General Support |
| Salvation Army | ||||||||
| PO Box 2687 | Houston | TX | 77252 | 222406433 | 501(c)(3) | $8,950 | $0 | General Support |
| SEARCH Homeless Services | ||||||||
| 2015 Congress Ave | Houston | TX | 77002 | 760260403 | 501(c)(3) | $7,650 | $0 | General Support |
| Second Servings of Houston | ||||||||
| 8825 Knight Rd | Houston | TX | 77054 | 471173622 | 501(c)(3) | $42,130 | $0 | General Support |
| Sephardic Gan Torat Emet Inc | ||||||||
| 11330 Braesridge Dr | Houston | TX | 77071 | 201354171 | 501(c)(3) | $11,350 | $0 | General Support |
| Seven Acres Jewish Senior Care Services | ||||||||
| 6200 N Braeswood Blvd | Houston | TX | 77074 | 741143086 | 501(c)(3) | $198,529 | $0 | General Support |
| Shalom Austin | ||||||||
| 7300 Hart Lane | Austin | TX | 78731 | 741469465 | 501(c)(3) | $192,600 | $0 | General Support |
| Shul of Bellaire - Chabad Lubavitch | ||||||||
| 5307 Bissonnet St | Bellaire | TX | 77401 | 263624670 | 501(c)(3) | $11,320 | $0 | General Support |
| Society for Welfare of Israeli Underprivileged Gifted Children | ||||||||
| 181 Post Oak Blvd Ste 1 | Houston | TX | 77056 | 760015201 | 501(c)(3) | $11,000 | $0 | General Support |
| St Bernard Project | ||||||||
| 2645 Toulouse St | New Orleans | LA | 70119 | 262189665 | 501(c)(3) | $6,000 | $0 | General Support |
| St John's School | ||||||||
| 2401 Claremont Ln | Houston | TX | 77019 | 741185668 | 501(c)(3) | $17,700 | $0 | General Support |
| St Jude Children's Research Hospital | ||||||||
| 501 St Jude Place | Memphis | TN | 38105 | 620646012 | 501(c)(3) | $6,900 | $0 | General Support |
| Stages Inc | ||||||||
| 800 Rosine St | Houston | TX | 77019 | 742090278 | 501(c)(3) | $6,550 | $0 | General Support |
| SWAN - Southwest Angel Network for Social Impact | ||||||||
| 610 Cottonwood Creek Rd | Dripping Springs | TX | 78620 | 475637425 | 501(c)(3) | $10,000 | $0 | General Support |
| Target Hunger | ||||||||
| 1260 Shotwell St | Houston | TX | 77020 | 311548849 | 501(c)(3) | $5,100 | $0 | General Support |
| Temple Beth Am | ||||||||
| 1039 S La Cienega Blvd | Los Angeles | CA | 90035 | 951656370 | 501(c)(3) | $5,500 | $0 | General Support |
| Temple Beth Shalom | ||||||||
| 1901 Kresson Rd | Cherry Hill | NJ | 08003 | 210693430 | 501(c)(3) | $8,295 | $0 | General Support |
| Temple Sinai | ||||||||
| 13875 Brimhurst Dr | Houston | TX | 77077 | 742130257 | 501(c)(3) | $8,915 | $0 | General Support |
| Temple Solel | ||||||||
| 3575 Manchester Ave | CardiffbytheSea | CA | 92007 | 953319995 | 501(c)(3) | $6,911 | $0 | General Support |
| Texas Appleseed | ||||||||
| 1609 Shoal Creek Blvd Ste 201 | Austin | TX | 78701 | 742804268 | 501(c)(3) | $11,000 | $0 | General Support |
| Texas Children's Hospital | ||||||||
| 1919 S Braeswood 5th Fl MC44483 | Houston | TX | 77030 | 741100555 | 501(c)(3) | $57,784 | $0 | General Support |
| Texas Hillel Foundation | ||||||||
| 2105 San Antonio St | Austin | TX | 78705 | 521758802 | 501(c)(3) | $105,180 | $0 | General Support |
| Texas Law Review Association | ||||||||
| 727 E Dean Keaton St | Austin | TX | 78705 | 741310182 | 501(c)(3) | $5,500 | $0 | General Support |
| The Cure Starts Now Foundation | ||||||||
| 10280 Chester Rd | Cincinnati | OH | 45215 | 260269131 | 501(c)(3) | $10,000 | $0 | General Support |
| TIKVA Children's Home | ||||||||
| 8 Henderson Dr | West Caldwell | NJ | 07006 | 223779212 | 501(c)(3) | $15,000 | $0 | General Support |
| Torah Girls Academy of Texas | ||||||||
| 7811 Ludington Dr | Houston | TX | 77071 | 208706360 | 501(c)(3) | $10,000 | $0 | General Support |
| TORCH | ||||||||
| 9427 Glenfield Ct | Houston | TX | 77096 | 742887729 | 501(c)(3) | $31,507 | $0 | General Support |
| TSU Institute for Entrepreneurship & Economic Revitalization | ||||||||
| 6725 Vanderbilt St | Houston | TX | 77005 | 611900657 | 501(c)(3) | $60,000 | $0 | General Support |
| US Fund for UNICEF | ||||||||
| 125 Maiden Lane | New York | NY | 10038 | 131760110 | 501(c)(3) | $6,650 | $0 | General Support |
| Union for Reform Judaism | ||||||||
| 633 Third Ave 7th Fl | New York | NY | 10017 | 131663143 | 501(c)(3) | $50,500 | $0 | General Support |
| United Jewish Appeal - Federation of New York | ||||||||
| 130 East 59th St Ste 83 | New York | NY | 10022 | 510172429 | 501(c)(3) | $12,000 | $0 | General Support |
| United Orthodox Synagogues | ||||||||
| 9001 Greenwillow | Houston | TX | 77096 | 450519502 | 501(c)(3) | $175,624 | $0 | General Support |
| United Way of Houston | ||||||||
| 50 Waugh Dr | Houston | TX | 77007 | 741167964 | 501(c)(3) | $62,750 | $0 | General Support |
| Unity Center | ||||||||
| 2041 Old Fanning Bridge Rd | Mills River | NC | 28759 | 566024201 | 501(c)(3) | $10,000 | $0 | General Support |
| University of Florida Foundation | ||||||||
| Box 14425 | Gainesville | FL | 32604 | 590974739 | 501(c)(3) | $10,000 | $0 | General Support |
| University of Houston | ||||||||
| 400 E Cullen Building | Houston | TX | 77204 | 746001399 | 501(c)(3) | $32,256 | $0 | General Support |
| University of Houston Law Foundation | ||||||||
| 4604 Calhoun Rd | Houston | TX | 77204 | 741732551 | 501(c)(3) | $7,100 | $0 | General Support |
| University of Illinois Foundation | ||||||||
| PO Box 734500 | Chicago | IL | 60673 | 376006007 | 501(c)(3) | $12,500 | $0 | General Support |
| University of Texas at Austin | ||||||||
| PO Box 7458 | Austin | TX | 78713 | 746000203 | 501(c)(3) | $19,000 | $0 | General Support |
| University of Texas Law School Foundation | ||||||||
| 727 E Dean Keeton St | Austin | TX | 78705 | 746056794 | 501(c)(3) | $22,000 | $0 | General Support |
| UT Chabad House | ||||||||
| 2101 Nueces St | Austin | TX | 78705 | 452530523 | 501(c)(3) | $7,500 | $0 | General Support |
| UT Health | ||||||||
| 7000 Fannin St Ste 172 | Houston | TX | 77030 | 741761309 | 501(c)(3) | $39,800 | $0 | General Support |
| UT MD Anderson Cancer Center | ||||||||
| PO Box 4486 | Houston | TX | 77210 | 746001118 | 501(c)(3) | $46,050 | $0 | General Support |
| Victoria ISD Education Foundation | ||||||||
| PO Box 1759 | Victoria | TX | 77902 | 742597286 | 501(c)(3) | $7,500 | $0 | General Support |
| Whole Woman's Health Alliance | ||||||||
| 1001 East Market St 200 | Charlottesville | VA | 22902 | 465318393 | 501(c)(3) | $32,800 | $0 | General Support |
| William Marsh Rice University | ||||||||
| PO Box 1892 | Houston | TX | 77251 | 741109620 | 501(c)(3) | $119,486 | $0 | General Support |
| Women Donors Network | ||||||||
| 101 A Clay St 182 | San Francisco | CA | 94111 | 050542397 | 501(c)(3) | $29,500 | $0 | General Support |
| World Central Kitchen | ||||||||
| 200 Mass Ave NW 7th Fl | Washington | DC | 20001 | 273521132 | 501(c)(3) | $15,700 | $0 | General Support |
| World Savvy | ||||||||
| 2429 Nicollet Ave | Minneapolis | MN | 55404 | 450473508 | 501(c)(3) | $40,000 | $0 | General Support |
| Wounded Warrior Project | ||||||||
| PO Box 758516 | Topeka | KS | 66675 | 202370934 | 501(c)(3) | $17,600 | $0 | General Support |
| Yale University | ||||||||
| PO Box 2038 | New Haven | CT | 06521 | 060646973 | 501(c)(3) | $6,000 | $0 | General Support |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total501c3 Org | 207 | Total501c3OrgCnt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | Part I, Line 2: | FormAndLineReferenceDesc |
| Explanation | The Houston Jewish Community Foundation monitors the use of grant funds by: researching grantees before distribution, determining eligible grantees are recognized as public charitable organizations as described in Section 501(c)(3) of the Internal Revenue Code; Granting does not provide impermissible benefits, monitoring, and written reporting requirement vary by grant size and fund. Staff communicates regularly with organizations that are frequent recipients of donor-advised grants and with organizations that are not well-known to keep current on their programs and services. | ExplanationTxt |
Schedule M IRS990ScheduleM
Securities Publicly Traded SecuritiesPubliclyTradedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 146 | ContributionCnt |
| Noncash Contributions Rpt F990 | $8,654,613 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | NYSE | MethodOfDeterminingRevenuesTxt |
Secur Prtnrshp Trust Intrsts SecurPrtnrshpTrustIntrstsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 2 | ContributionCnt |
| Noncash Contributions Rpt F990 | $2,005,705 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | FMV | MethodOfDeterminingRevenuesTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form8283 Received | 2 | Form8283ReceivedCnt |
| Any Property That Must Be Held | 0 | AnyPropertyThatMustBeHeldInd |
| Review Process Unusual NC Gifts | Yes (1) | ReviewProcessUnusualNCGiftsInd |
| Third Parties Used | 0 | ThirdPartiesUsedInd |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (17 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Form 990, Part VI, Section A, line 1a | The Foundation has an Executive Committee consisting of the Elected Officers and the immediate past Chair of the Foundation as ex-officio voting members, plus additional members appointed by the Chair. The Board Chair is the Chair of the Executive Committee. The Executive Committee assists and facilitates reviewing issues facing the Foundation and provides oversight and direction to the Chair and Foundation Director. The Executive Committee also helps guide the work of the Board of Trustees and meets on an as-needed basis. The Committee is responsible for approving weekly grants prepared by the Foundation staff for distribution, and the Committee accepts or rejects the recommendations from the Special Gifts and Real Estate Committee. It is also authorized to exercise the full power of the Board to act between Board meetings upon matters which require action prior to the next Board meeting. |
| Form 990, Part VI, Section A, line 2 | Tom Fish and Jay Kaplan have a business relationship. |
| Form 990, Part VI, Section A, line 7a | The Board Development Committee of the Foundation makes recommendations to the Foundation board for Foundation trustee election. The Jewish Federation of Greater Houston (the Federation) approves two-thirds of the Foundation's elected trustees. |
| Form 990, Part VI, Section B, line 11b | The Form 990 is initially reviewed by the Chief Financial Officer. The Form is then reviewed by the Executive Director. A copy is then provided to all Board members prior to filing. |
| Form 990, Part VI, Section B, line 12c | A Conflict of Interest Statement is distributed to Board members every year and several follow-ups are made. If there are conflicts of interest, they are addressed with the Foundation's Executive Director and the Chair of the Foundation Board. If appropriate, the conflict is brought before the Board. |
| Form 990, Part VI, Section B, line 15a | The Personnel Sub-Committee is responsible for determining the compensation of the organization's Executive Director. Her compensation is determined after a review of comparable data of non-profit community foundations of similar size. |
| Form 990, Part VI, Section C, line 19 | Upon request. |
| Form 990, Part VII - Compensation Explanation | Roberta Herman-Dietrich and Paul Weaver are full-time employees of the Houston Jewish Community Foundation, whose payroll is administered by the Jewish Federation of Greater Houston. The Foundation reimburses the Federation for all salaries and related expenses. |
| Form 990, Part XI, line 9: | Increase in value of CSV insurance 4,830. |
| Schedule I - Expenditure Responsibility Statements | Grantee Name: Houston Jewish Family Foundation Address: 4131 South Braeswood Blvd. Address: Houston, TX 77025 Grant Date: 2/26/2021, 4/2/2021, 6/14/2021 Grant Amount: $1,125,000, $125,000, $75,000 Grant Expended: $1,125,000. $125,000, $75,000 Grant Purpose: Good for Life Campaign Any Diversion by Grantee: No Dates of Reports by Grantee: 12/31/2021 Date of Verification: 12/31/2021 Results of Verification: The grantor has no reason to doubt the accuracy or reliability of the report from the grantee; therefore, no independent verification of the report was made. |
| Schedule I - Expenditure Responsibility Statements | Grantee Name: Houston Jewish Family Foundation Address: 4131 South Braeswood Blvd. Address: Houston, TX 77025 Grant Date: 2/8/2021 Grant Amount: $100,000 Grant Expended: $100,000 Grant Purpose: Shabbat boxes Any Diversion by Grantee: No Dates of Reports by Grantee: 12/31/2021 Date of Verification: 12/31/2021 Results of Verification: The grantor has no reason to doubt the accuracy or reliability of the report from the grantee; therefore, no independent verification of the report was made. |
| Schedule I - Expenditure Responsibility Statements | Grantee Name: Houston Jewish Family Foundation Address: 4131 South Braeswood Blvd. Address: Houston, TX 77025 Grant Date: 10/26/2020 Grant Amount: $200,000 Grant Expended: $200,000 Grant Purpose: Chaplaincy Program Any Diversion by Grantee: No Dates of Reports by Grantee: 12/31/2020 Date of Verification: 12/31/2020 Results of Verification: The grantor has no reason to doubt the accuracy or reliability of the report from the grantee; therefore, no independent verification of the report was made. |
| Schedule I - Expenditure Responsibility Statements | Grantee Name: Houston Jewish Family Foundation Address: 4131 South Braeswood Blvd. Address: Houston, TX 77025 Grant Date: 2/8/2021 Grant Amount: $200,000 Grant Expended: $200,000 Grant Purpose: Chaplaincy Program Any Diversion by Grantee: No Dates of Reports by Grantee: 12/31/2021 Date of Verification: 12/31/2021 Results of Verification: The grantor has no reason to doubt the accuracy or reliability of the report from the grantee; therefore, no independent verification of the report was made. |
| Schedule I - Expenditure Responsibility Statements | Grantee Name: Houston Jewish Family Foundation Address: 4131 South Braeswood Blvd. Address: Houston, TX 77025 Grant Date: 4/26/2022 Grant Amount: $100,000 Grant Expended: $100,000 Grant Purpose: Shabbat boxes Any Diversion by Grantee: No Dates of Reports by Grantee: 8/31/2022 Date of Verification: 8/31/2022 Results of Verification: The grantor has no reason to doubt the accuracy or reliability of the report from the grantee; therefore, no independent verification of the report was made. |
| Schedule I - Expenditure Responsibility Statements | Grantee Name: Houston Jewish Family Foundation Address: 4131 South Braeswood Blvd. Address: Houston, TX 77025 Grant Date: 4/26/2022 Grant Amount: $200,000 Grant Expended: $200,000 Grant Purpose: Chaplaincy Program Any Diversion by Grantee: No Dates of Reports by Grantee: 8/31/2022 Date of Verification: 8/31/2022 Results of Verification: The grantor has no reason to doubt the accuracy or reliability of the report from the grantee; therefore, no independent verification of the report was made. |
| Schedule I - Expenditure Responsibility Statements | Grantee Name: Houston Jewish Family Foundation Address: 4131 South Braeswood Blvd. Address: Houston, TX 77025 Grant Date: 12/31/2021 Grant Amount: $100,000 Grant Expended: $100,000 Grant Purpose: Burger Discretionary Fund Any Diversion by Grantee: No Dates of Reports by Grantee: 12/31/2021 Date of Verification: 12/31/2021 Results of Verification: The grantor has no reason to doubt the accuracy or reliability of the report from the grantee; therefore, no independent verification of the report was made. |
| Schedule I - Expenditure Responsibility Statements | Grantee Name: Houston Jewish Family Foundation Address: 4131 South Braeswood Blvd. Address: Houston, TX 77025 Grant Date: 7/7/2022 Grant Amount: $31,032 Grant Expended: $31,032 Grant Purpose: Scholarship Fund Any Diversion by Grantee: No Dates of Reports by Grantee: 8/31/2022 Date of Verification: 8/31/2022 Results of Verification: The grantor has no reason to doubt the accuracy or reliability of the report from the grantee; therefore, no independent verification of the report was made. |
Schedule R IRS990ScheduleR
Id Disregarded Entities IdDisregardedEntitiesGrp (4 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | EINEIN | Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile StateLegalDomicileStateCd | Total IncomeTotalIncomeAmt | End Of Year AssetsEndOfYearAssetsAmt | Business Name Line1DirectControllingEntityName/BusinessNameLine1Txt |
|---|---|---|---|---|---|---|---|---|---|
| BGS Investments LLC | |||||||||
| 5603 S Braeswood Blvd | Houston | TX | 77096 | 320205951 | Investment | TX | $0 | $539 | Houston Jewish Community Foundation |
| A L Gee Investments LLC | |||||||||
| 5603 S Braeswood Blvd | Houston | TX | 77096 | 320205951 | Investment | TX | $0 | $539 | Houston Jewish Community Foundation |
| BLR-FSW Holdings LLC | |||||||||
| 5603 S Braeswood Blvd | Houston | TX | 77096 | 261668336 | Investment | TX | $4,931 | $1,611,188 | Houston Jewish Community Foundation |
| HJCF Holdings LLC | |||||||||
| 5603 S Braeswood Blvd | Houston | TX | 77096 | 814860969 | Investment | TX | $0 | $31,311 | Houston Jewish Community Foundation |
Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp (6 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | EINEIN | Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile StateLegalDomicileStateCd | Exempt Code SectionExemptCodeSectionTxt | Public Charity StatusPublicCharityStatusTxt | Direct Controlling NADirectControllingNACd | Controlled OrganizationControlledOrganizationInd | Business Name Line1DirectControllingEntityName/BusinessNameLine1Txt |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Jewish Federation of Greater Houston | |||||||||||
| 5603 S Braeswood Blvd | Houston | TX | 77096 | 741109654 | Preserve and enrich Jewish communal life | TX | 501(c)(3) | 7 | N/A | 0 | |
| Donald & Martha Kaplan Freedman Foundation | |||||||||||
| 5603 S Braeswood Blvd | Houston | TX | 77096 | 455449056 | Support Houston Jewish Community Foundation | TX | 501(c)(3) | Line 12a, I | Yes (1) | Houston Jewish Community Foundation | |
| The Becker Family Foundation | |||||||||||
| 5603 S Braeswood Blvd | Houston | TX | 77096 | 760560995 | Support Jewish Federation of Greater Houston | TX | 501(c)(3) | Line 12a, I | 0 | Jewish Federation of Greater Houston | |
| Alan F & Diane R Levin Family Foundation | |||||||||||
| 5603 S Braeswood Blvd | Houston | TX | 77096 | 760613294 | Support Jewish Federation & Hstn Jewish Comm Fdn | TX | 501(c)(3) | Line 12a, I | Yes (1) | Jewish Federation & Houston Jewish Comm Fdn | |
| Mary L and William J Osher Foundation | |||||||||||
| 5603 S Braeswood Blvd | Houston | TX | 77096 | 205094518 | Support Jewish Federation of Greater Houston | TX | 501(c)(3) | Line 12a, I | 0 | Jewish Federation of Greater Houston | |
| The Rauch Foundation | |||||||||||
| 5603 S Braeswood Blvd | Houston | TX | 77096 | 760300344 | Support Jewish Federation of Greater Houston | TX | 501(c)(3) | Line 12a, I | 0 | Jewish Federation of Greater Houston | |
Id Related Org Txbl Corp Tr IdRelatedOrgTxblCorpTrGrp (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | EINEIN | Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile StateLegalDomicileStateCd | Business Name Line1DirectControllingEntityName/BusinessNameLine1Txt | Entity TypeEntityTypeTxt | OwnershipOwnershipPct | Controlled OrganizationControlledOrganizationInd |
|---|---|---|---|---|---|---|---|---|---|---|
| Extremis Corporation | ||||||||||
| 5603 S Braeswood Blvd | Houston | TX | 77096 | 760492189 | Dormant | TX | HJCF | C | 1.00000 | Yes (1) |
| M & J Robinson CRAT | ||||||||||
| 5603 S Braeswood Blvd | Houston | TX | 77096 | 766103916 | Remainder trust | TX | HJCF | T | 0 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Annts Rnts Rylts | 0 | ReceiptOfIntAnntsRntsRyltsInd |
| Gift Grnt Or Cap Contri To Oth Org | Yes (1) | GiftGrntOrCapContriToOthOrgInd |
| Gift Grnt Cap Contri From Oth Org | Yes (1) | GiftGrntCapContriFromOthOrgInd |
| Loans Or Guarantees To Other Org | 0 | LoansOrGuaranteesToOtherOrgInd |
| Loans Or Guarantees From Oth Org | 0 | LoansOrGuaranteesFromOthOrgInd |
| Div Related Organization | 0 | DivRelatedOrganizationInd |
| Asset Sale To Other Org | 0 | AssetSaleToOtherOrgInd |
| Asset Purchase From Other Org | 0 | AssetPurchaseFromOtherOrgInd |
| Asset Exchange | 0 | AssetExchangeInd |
| Rental Of Facilities To Oth Org | 0 | RentalOfFacilitiesToOthOrgInd |
| Rental Of Fclts From Oth Org | 0 | RentalOfFcltsFromOthOrgInd |
| Perform Of Services For Oth Org | Yes (1) | PerformOfServicesForOthOrgInd |
| Perform Of Services By Other Org | Yes (1) | PerformOfServicesByOtherOrgInd |
| Sharing Of Facilities | Yes (1) | SharingOfFacilitiesInd |
| Paid Employees Sharing | Yes (1) | PaidEmployeesSharingInd |
| Reimbursement Paid To Other Org | Yes (1) | ReimbursementPaidToOtherOrgInd |
| Reimbursement Paid By Other Org | 0 | ReimbursementPaidByOtherOrgInd |
| Transfer To Other Org | 0 | TransferToOtherOrgInd |
| Transfer From Other Org | 0 | TransferFromOtherOrgInd |
Transactions Related Org TransactionsRelatedOrgGrp (2 entries)
| Transaction TypeTransactionTypeTxt | InvolvedInvolvedAmt | Method Of Amount DeterminationMethodOfAmountDeterminationTxt |
|---|---|---|
| Donald & Martha Kaplan Freedman Foundation | ||
| C | $1,020,000 | Cash |
| Jewish Federation of Greater Houston | ||
| C | $2,859,220 | Cash |