2025-02-03T12:32:48-06:00 2023-08-31 760269860 Blazek & Vetterling 2900 Weslayan Suite 200 Houston TX 77027 990 2022-09-01 760187329 Houston Jewish Community Foundation HOUS 3466994523 5603 South Braeswood Blvd Houston TX 77096 Roberta Herman-Dietrich Executive Director 3466994523 2025-02-03 1 0 Barbara Murphy P01386215 7134395739 2025-02-03 2022 2025-03-06 01:10:19Z Roberta Herman-Dietrich 5603 South Braeswood Blvd Houston TX 77096 108878046 0 X www.hjcf.org X 1985 TX 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. 31 31 6 31 -6885 0 27395213 26892534 370655 374017 4105667 7153781 648812 765944 32520347 35186276 20559013 27859877 0 0 753607 780599 0 0 242659 891354 771874 22203974 29412350 10316373 5773926 202144299 222086626 60096123 74533266 142048176 147553360 X 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. 0 0 27903514 27859877 374017 The 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-five years later, the Foundation manages over $286 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. Continued on Schedule O 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. 27903514 1 1 0 0 0 1 0 0 1 1 1 0 0 0 1 0 0 1 0 0 1 0 0 0 0 0 0 1 0 1 0 0 0 0 0 0 0 0 1 0 0 0 1 1 1 1 0 0 1 3 0 1 6 1 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 X 31 31 1 0 0 0 0 1 0 1 1 0 0 1 1 1 1 1 1 1 1 0 X Paul Weaver 3466994523 5603 South Braeswood Houston TX 77096 X Lewis Kalmans Chair 5.00 2.00 X X 0 0 0 Thomas Fish Vice Chair 3.00 0.00 X X 0 0 0 Edward Schreiber Secretary 5.00 0.00 X X 0 0 0 Dan P Gordon Treasurer 5.00 0.00 X X 0 0 0 David Aaronson Trustee 1.00 0.00 X 0 0 0 Susan Bass Trustee 1.00 0.00 X 0 0 0 Mark Brookner Trustee 1.00 0.00 X 0 0 0 Jennifer Costa Trustee 1.00 0.00 X 0 0 0 Jason Feldman Trustee 1.00 0.00 X 0 0 0 Audrey Fersten Trustee 1.00 0.00 X 0 0 0 Adam Finn Trustee 1.00 0.00 X 0 0 0 Les Fox Trustee 1.00 0.00 X 0 0 0 Emily Freedman Trustee 1.00 0.00 X 0 0 0 Courtney Garson Trustee 1.00 0.00 X 0 0 0 Jeffrey Gilbert Trustee 1.00 0.00 X 0 0 0 Robert Goodfriend Trustee 1.00 0.00 X 0 0 0 Jason Gordon Trustee 1.00 0.00 X 0 0 0 Jay Kaplan Trustee 1.00 1.00 X 0 0 0 Joy Kaplan Trustee 1.00 0.00 X 0 0 0 Mike Levy Trustee 1.00 0.00 X 0 0 0 Angela Odensky Trustee 1.00 0.00 X 0 0 0 Alan Orkin Trustee 1.00 0.00 X 0 0 0 Jack Polatsek Trustee 1.00 0.00 X 0 0 0 Esther Polland Trustee 1.00 2.00 X 0 0 0 Ann Baker Ronn Trustee 1.00 0.00 X 0 0 0 Michael Rubenstein Trustee 1.00 3.00 X 0 0 0 Rob Shoss Trustee 1.00 2.00 X 0 0 0 Rick Stein Trustee 1.00 2.00 X 0 0 0 Kevin Steinberg Trustee 1.00 0.00 X 0 0 0 Haya Varon Trustee 1.00 2.00 X 0 0 0 Benjamin Warren Trustee 1.00 2.00 X 0 0 0 Roberta Herman-Dietrich Executive Director 38.00 3.00 X 154985 0 16161 Paul Weaver CFO 40.00 1.00 X 116713 0 14167 271698 0 30328 2 0 1 0 Fiducient Advisors 500 W Madison St 1700 Chicago IL 60661 Investment management 131085 1 6374149 20518385 6277161 26892534 Administrative fees 561000 374017 374017 374017 3552155 3552155 26172 26172 77293396 73691770 3601626 3601626 3601626 Life insurance redemption 900099 679254 679254 Partnership distributions 900099 60518 -6885 67403 739772 35186276 374017 -6885 7926610 27859877 27859877 302026 21394 152274 128358 318566 15568 269128 33870 27125 466 25423 1236 90103 3596 71236 15271 42779 2613 28941 11225 663 663 34100 34100 158935 158935 55407 55407 23886 23886 89753 89753 53618 53618 14061 14061 2376 2376 188572 188572 UBI taxes 94976 94976 Donor appr. events 52699 52699 Dues & subscriptions 2018 2018 Recruitment 810 810 29412350 27903514 1266177 242659 321567 17409 1831 666623 1910189 3833 12820 26394 26749 26749 0 0 186851856 207703300 12298940 9023297 1990662 3402204 202144299 222086626 138135 115512 288945 45482 4000 5000 59246079 74290121 418964 77151 60096123 74533266 X 136382765 141594629 5665411 5958731 142048176 147553360 202144299 222086626 X 5773926 -368930 100188 X 0 1 X 1 0 X 28267056 18038562 19964242 27395213 26892534 120557607 28267056 18038562 19964242 27395213 26892534 120557607 28344434 92213173 2435552 2392282 2390995 2866888 3578327 13664044 3141900 19858 1136624 657113 4955495 2435331 2435331 141612477 1733623 0.65120 0.57280 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 391 15508455 20262167 113472117 1 1 0 1 X 164344715 27318338 11096943 29222618 43637 1369601 172124140 177955413 27820537 -18276646 21615513 58742 1480334 164344715 154407065 20367009 23073940 18460018 36060 1396523 177955413 134430111 25631580 14059351 18505838 36793 1171346 154407065 118562849 28638550 4639081 15607116 35809 1767444 134430111 0.96540 0.02500 0.00960 0 1 1 26749 26749 0 0 Due to affiliates 77151 77151 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. Middle East/North Africa 0 0 Investment 1219007 0 0 0 0 0 0 1219007 0 1219007 0 0 0 0 0 0 Part III Accounting Method: Part I, Line 3f - Investments & Expenditures Per Region The amount reported on Part I, column (f) reflects the fair value of foreign investments held as of the end of the fiscal year. 1 Alexander Jewish Family Service 4131 S Braeswood Blvd Houston TX 77025 741152607 501(c)(3) 2278189 0 General Support Jewish Federation of Greater Houston 5603 S Braeswood Blvd Houston TX 77096 741109654 501(c)(3) 1859750 0 General Support William Marsh Rice University PO Box 1892 Houston TX 77251 741109620 501(c)(3) 1079625 0 General Support Jewish Federations of North America 25 Broadway Ste 1700 New York NY 10004 131624240 501(c)(3) 934190 0 General Support Congregation Beth Yeshurun 4525 Beechnut Blvd Houston TX 77096 741222268 501(c)(3) 684562 0 General Support Congregation Emanu El 1500 Sunset Blvd Houston TX 77005 741109756 501(c)(3) 575244 0 General Support Congregation Beth Israel 5600 N Braeswood Blvd Houston TX 77096 741143080 501(c)(3) 414248 0 General Support Evelyn Rubenstein Jewish Community Center 5601 S Braeswood Blvd Houston TX 77096 741198298 501(c)(3) 377600 0 General Support Holocaust Museum Houston 5401 Caroline St Houston TX 77004 760331398 501(c)(3) 319182 0 General Support Hand in Hand-Center for Jewish-Arab Education in Israel PO Box 80102 Portland OR 97280 931269590 501(c)(3) 307980 0 General Support PEF Israel Endowment Funds Inc 630 Third Ave 15th Fl New York NY 10017 136104086 501(c)(3) 287360 0 General Support United Orthodox Synagogues 9001 Greenwillow Houston TX 77096 450519502 501(c)(3) 282175 0 General Support Congregation Brith Shalom 4610 Bellaire Blvd Bellaire TX 77401 746019559 501(c)(3) 278132 0 General Support American Jewish Joint Distribution Committee 220 East 42nd St Ste 400 New York NY 10017 131656634 501(c)(3) 234300 0 General Support American Society for Technion 55 East 59th St New York NY 10022 130434195 501(c)(3) 210900 0 General Support Seven Acres Jewish Senior Care Services 6200 N Braeswood Blvd Houston TX 77074 741143086 501(c)(3) 209364 0 General Support Austin Child Guidance Center 810 W 45th St Austin TX 78751 741166783 501(c)(3) 200000 0 General Support RespectAbility 43 Town Country Dr Ste 119-181 Fredericksburg VA 22405 462840232 501(c)(3) 187500 0 General Support Americans for Ben-Gurion University PO Box 7410310 Chicago IL 60674 237270753 501(c)(3) 169778 0 General Support Robert M Beren Academy 11333 Cliffwood Dr Houston TX 77035 741652136 501(c)(3) 161539 0 General Support Jewish Colorado 300 South Dahlia St Ste 300 Denver CO 80246 010831698 501(c)(3) 157203 0 General Support Friends of IDF Texas Chapter PO Box 22245 Houston TX 77227 133156445 501(c)(3) 150110 0 General Support Camp Young Judaea Inc 5410 Bellaire Blvd Ste 207 Bellaire TX 77401 746063430 501(c)(3) 123366 0 General Support Texas Hillel Foundation 2105 San Antonio St Austin TX 78705 521758802 501(c)(3) 120000 0 General Support ADL Anti-Defamation League 4635 Southwest Fwy Ste 400 Houston TX 77027 131818723 501(c)(3) 108700 0 General Support Mental Health America Greater Houston 2211 Norfolk Ste 810 Houston TX 77098 741272394 501(c)(3) 106504 0 General Support University of Texas at Austin PO Box 7458 Austin TX 78713 746000203 501(c)(3) 104500 0 General Support Emery Weiner Center for Jewish Education 9825 Stella Link Houston TX 77025 741990541 501(c)(3) 99500 0 General Support Houston Methodist Hospital Foundation PO Box 4384 Houston TX 77210 760094743 501(c)(3) 96484 0 General Support J Street Education Fund PO Box 66073 Washington DC 20035 202777557 501(c)(3) 93500 0 General Support Planned Parenthood Gulf Coast Inc 4600 Gulf Freeway Houston TX 77023 741100163 501(c)(3) 90050 0 General Support Harold Grinspoon Foundation 67 Hunt St Ste 100 Agawam MA 01001 046685725 501(c)(3) 78581 0 General Support Houston Congregation for Reform Judaism PO Box 418 Montvale NJ 07645 741457948 501(c)(3) 76100 0 General Support Jewish Federation of Omaha Foundation 333 S 132nd St Omaha NE 68154 201123519 501(c)(3) 75000 0 General Support American Israel Education Foundation 251 H Street NW Washington DC 20001 521623781 501(c)(3) 75000 0 General Support United Way of Houston PO Box 3247 Houston TX 77253 741167964 501(c)(3) 73100 0 General Support Houston Friendship Circle Inc 12645 Whittington Dr Houston TX 77077 464596952 501(c)(3) 63400 0 General Support TSU Institute for Entrepreneurship & Economic Revitalization 3433 Westheimer Rd PH1E Houston TX 77027 611900657 501(c)(3) 62000 0 General Support Texas Children's Hospital 1919 S Braeswood Blvd Ste 5214 Houston TX 77030 741100555 501(c)(3) 61838 0 General Support Community Kollel of Houston 7714 Ludington Dr Houston TX 77071 273455110 501(c)(3) 60000 0 General Support Houston Hillel 1700 Bissonnet St Houston TX 77005 760684042 501(c)(3) 59498 0 General Support Auschwitz Inst for Prevention of Genocide 2 W 45th St Ste 1602 New York NY 10036 204714242 501(c)(3) 57500 0 General Support Beth Yeshurun Day School 4525 Beechnut Houston TX 77096 800165161 501(c)(3) 53136 0 General Support Fiver Children's Foundation 519 Eighth Ave 24th Fl New York NY 10018 133993633 501(c)(3) 50100 0 General Support Institute of Southern Jewish Life PO Box 16528 Jackson MS 39236 640762027 501(c)(3) 50100 0 General Support Lilith Publications Inc 119 W 57th St Ste 1210 New York NY 10019 132794121 501(c)(3) 50000 0 General Support AJC American Jewish Committee PO Box 540146 Houston TX 77098 135563393 501(c)(3) 43750 0 General Support Shul of Bellaire - Chabad Lubavitch 5307 Bissonnet St Bellaire TX 77401 263624670 501(c)(3) 43040 0 General Support Second Servings of Houston 8825 Knight Rd Houston TX 77054 471173622 501(c)(3) 41280 0 General Support Jewish Women's Archive 1860 Washington St Ste 204 Auburndale MA 02466 043293188 501(c)(3) 41000 0 General Support UT MD Anderson Cancer Center PO Box 4486 Houston TX 77210 746001118 501(c)(3) 40800 0 General Support World Savvy 2429 Nicollet Ave Minneapolis MN 55404 450473508 501(c)(3) 40000 0 General Support Houston Botanic Garden 8205 N Bayou Dr Houston TX 77017 043695294 501(c)(3) 38450 0 General Support Tikvah Fund 165 E 56th St 4th Fl New York NY 10022 133676152 501(c)(3) 38000 0 General Support Hadassah - Womens Zionist Org of America PO Box 3209 Bellaire TX 77402 131656651 501(c)(3) 35967 0 General Support Trustees of Amherst College 220 S Pleasant St Amherst MA 01002 042103542 501(c)(3) 35000 0 General Support UTMB Galveston 301 University Blvd Galveston TX 77555 746000949 501(c)(3) 35000 0 General Support Houston Grand Opera 510 Preston St Houston TX 77002 746016764 501(c)(3) 32900 0 General Support Innovation Africa PO Box 412833 Medford MA 02241 331186746 501(c)(3) 31035 0 General Support The Kinkaid School Inc 201 Kinkaid School Dr Houston TX 77024 760295523 501(c)(3) 30380 0 General Support Menil Foundation 1515 Branard St Houston TX 77006 746045327 501(c)(3) 30100 0 General Support Museum of Fine Arts Houston PO Box 6826 Houston TX 77265 741109655 501(c)(3) 29500 0 General Support Shalom Austin 7300 Hart Ln Austin TX 78731 741469465 501(c)(3) 28970 0 General Support Houston Food Bank 535 Portwall St Houston TX 77029 742181456 501(c)(3) 28750 0 General Support Hebrew Free Loan Assoc of Houston 4131 S Braeswood Blvd Houston TX 77025 760069644 501(c)(3) 28380 0 General Support Moishe House 5802 Monroe Rd Charlotte NC 28212 262599786 501(c)(3) 27000 0 General Support Tulane University PO Box 669394 Dallas TX 75266 720423889 501(c)(3) 27000 0 General Support Memorial Hermann Foundation 929 Gessner Ste 2650 Houston TX 77024 741653640 501(c)(3) 27000 0 General Support Parkland Foundation 1341 W Mockingbird Ln Ste 1100E Dallas TX 75247 752089180 501(c)(3) 25250 0 General Support Irvin M Shlenker School of Cong Beth Israel 5600 N Braeswood Blvd Houston TX 77096 760686559 501(c)(3) 25174 0 General Support Jewish Community Center Assoc of North America 520 Eighth Ave 4th Fl New York NY 10018 135599486 501(c)(3) 25000 0 General Support American Committee for Shaare Zedek Medical Center 1040 Avenue of the Americas 23rd Fl New York NY 10018 135645878 501(c)(3) 25000 0 General Support TORCH 9427 Glenfield Ct Houston TX 77096 742887729 501(c)(3) 24818 0 General Support New Leaders Council 1050 Connecticut Ave NW 66004 Washington DC 20035 562581640 501(c)(3) 23750 0 General Support Denver Kehillah 333 S Oneida Way Denver CO 80224 863704086 501(c)(3) 23181 0 General Support Honest Reporting PO Box 23858 New York NY 10087 061611859 501(c)(3) 23100 0 General Support Congregation Or Ami 3443 Wilcrest Dr Houston TX 77042 741742050 501(c)(3) 21980 0 General Support Aishel House Inc 1955 University Blvd Houston TX 77030 201225881 501(c)(3) 21800 0 General Support Hebrew Union College - Jewish Inst of Religion 3077 University Ave Los Angeles CA 90007 310537067 501(c)(3) 21467 0 General Support American Red Cross - Greater Houston 2700 Southwest Fwy Houston TX 77098 530196605 501(c)(3) 21100 0 General Support Texas Ranger 2023 5906 Dolores St Houston TX 77057 850976020 501(c)(3) 21000 0 General Support American Friends of Leket Israel PO Box 2090 Teaneck NJ 07666 208202424 501(c)(3) 20620 0 General Support Healthcare for the Homeless Houston 1934 Caroline St Houston TX 77002 760647934 501(c)(3) 20100 0 General Support Women Donors Network 101A Clay St 182 San Francisco CA 94111 050542397 501(c)(3) 20000 0 General Support Adam J Lewis Academy 500 State St Bridgeport CT 06604 453859735 501(c)(3) 20000 0 General Support John 3-16 Mission 575 N 39th W Ave Tulsa OK 74127 730744834 501(c)(3) 20000 0 General Support RICES PO Box 786100 San Antonio TX 78278 742436920 501(c)(3) 20000 0 General Support Protect Democracy Project 2020 Pennsylvania Ave NW 163 Washington DC 20006 814777062 501(c)(3) 20000 0 General Support Jewish Children's Regional Service PO Box 7368 Metairie LA 70010 720408936 501(c)(3) 19500 0 General Support Houston Christian University 7502 Fondren Rd Houston TX 77074 741400699 501(c)(3) 19500 0 General Support Sephardic Gan Torat Emet Inc 11330 Braesridge Dr Houston TX 77071 201354171 501(c)(3) 19280 0 General Support Birthright Israel Foundation PO Box 21615 New York NY 10087 134092050 501(c)(3) 19200 0 General Support Chabad of West Houston 12645 Whittington Dr Houston TX 77077 237278350 501(c)(3) 19104 0 General Support UT Health Science Center Houston 7000 Fannin St Ste 1200 Houston TX 77030 741761309 501(c)(3) 19050 0 General Support Noah's House 176 Fellows Rd Houston TX 77047 760590599 501(c)(3) 17680 0 General Support Boca Jewish Center 21065 Powerline Rd Ste 17C Boca Raton FL 33433 274850965 501(c)(3) 17625 0 General Support Brandeis University Mailstop 126 Waltham MA 02454 042103552 501(c)(3) 17500 0 General Support Honor365 5976 W Heavy Cloud Cir Salt Lake City UT 84096 821025128 501(c)(3) 17500 0 General Support St John's School 2401 Claremont Ln Houston TX 77019 741185668 501(c)(3) 17300 0 General Support Stanford University PO Box 20466 Stanford CA 94309 941156365 501(c)(3) 17200 0 General Support Houston Jewish Family Foundation 4131 S Braeswood Blvd Houston TX 77025 760240622 501(c)(3) 16053 0 General Support Congregation Shma Koleinu PO Box 1808 Bellaire TX 77402 464271882 501(c)(3) 16000 0 General Support Center for Reproductive Rights 199 Water St 22nd Fl New York NY 10038 133669731 501(c)(3) 15000 0 General Support Texas EquuSearch PO Box 395 Dickinson TX 77539 760664878 501(c)(3) 15000 0 General Support Intermountain Healthcare Foundation 36 S State St Salt Lake City UT 84111 800225150 501(c)(3) 15000 0 General Support Working Dogs for Warriors 11251 Sierra Ave Ste 2E-333 Fontana CA 92337 813755470 501(c)(3) 15000 0 General Support Friends of Seminario Rabinico Latinamericano 5N Regent St 502 Livingston NJ 07039 821307312 501(c)(3) 15000 0 General Support DAAR Charitable Foundation 123 N Post Oak Ln Ste 410 Houston TX 77024 850487069 501(c)(3) 15000 0 General Support Kidz Harbor PO Box 95 Liverpool TX 77577 900198510 501(c)(3) 15000 0 General Support World Central Kitchen Inc 200 Massachusetts Ave NW Washington DC 20001 273521132 501(c)(3) 14260 0 General Support Kids Meals 330 Garden Oaks Blvd Houston TX 77018 760330447 501(c)(3) 13400 0 General Support Houston Mesivta 11851 S Gessner Rd Houston TX 77071 841761438 501(c)(3) 13300 0 General Support Planned Parenthood of the Rocky Mountains PO Box 732055 Dallas TX 75373 840404253 501(c)(3) 13000 0 General Support The Christmas Box International 3660 South West Temple Salt Lake City UT 84115 311617816 501(c)(3) 12500 0 General Support University of Illinois Foundation PO Box 734500 Chicago IL 60673 376006007 501(c)(3) 12500 0 General Support Wellesley College 106 Central St Wellesley MA 02481 042103637 501(c)(3) 12250 0 General Support KIPP Texas Inc PO Box 676765 Dallas TX 75267 010639602 501(c)(3) 12000 0 General Support Planned Parenthood Great Plains 4401 W 109th St Ste 200 Overland Park KS 66211 440565390 501(c)(3) 12000 0 General Support ACCESS Housing 6978 Colorado Blvd Commerce City CO 80022 742304144 501(c)(3) 12000 0 General Support American Society for Yad Vashem Inc 500 Fifth Ave 42nd Fl New York NY 10110 133106768 501(c)(3) 11750 0 General Support Chabad at Rice Inc 1950 Dryden Rd Ste 3 Houston TX 77030 811730940 501(c)(3) 11610 0 General Support TIKVA Children's Home 8 Henderson Dr West Caldwell NJ 07006 223779212 501(c)(3) 11500 0 General Support Albert Schweitzer Fellowship Houston-Galveston 6431 Fannin St Houston TX 77030 463641306 501(c)(3) 11500 0 General Support Collaborative for Children 2200 Post Oak Blvd Ste 1000 Houston TX 77056 760228065 501(c)(3) 11100 0 General Support SEARCH Homeless Services 2015 Congress Ave Houston TX 77002 760260403 501(c)(3) 11100 0 General Support Interfaith Ministries for Greater Houston 3303 Main St Houston TX 77002 741488102 501(c)(3) 11050 0 General Support Boys and Girls Country of Houston 18806 Roberts Rd Hockley TX 77447 746026198 501(c)(3) 11000 0 General Support Temple Sinai 13875 Brimhurst Dr Houston TX 77077 742130257 501(c)(3) 10588 0 General Support Union for Reform Judaism 633 Third Ave 7th Fl New York NY 10017 131663143 501(c)(3) 10500 0 General Support Alley Theatre 615 Texas Ave Houston TX 77002 741143076 501(c)(3) 10300 0 General Support Doctors Without Borders PO Box 5030 Hagerstown MD 21741 133433452 501(c)(3) 10150 0 General Support San Antonio Food Bank 5200 Historic Old Hwy 90 San Antonio TX 78227 742122979 501(c)(3) 10100 0 General Support All Stars Project Inc 543 W 42nd St New York NY 10036 133148295 501(c)(3) 10000 0 General Support AWARE CT 225 W 39th St 12th Fl New York NY 10018 133848582 501(c)(3) 10000 0 General Support Bighorn Golf Club Charities 255 Palowet Dr Palm Desert CA 92260 205377872 501(c)(3) 10000 0 General Support Haven for Hope of Bexar County 1 Haven for Hope Way San Antonio TX 78207 208075412 501(c)(3) 10000 0 General Support Rowan University Foundation 201 Mullica Hill Rd Glassboro NJ 08028 222482802 501(c)(3) 10000 0 General Support West Texas Gifts of Hope Inc 700 W 1st St Odessa TX 79760 272281886 501(c)(3) 10000 0 General Support Zapatos Inc 5202 Metcalf Windcrest TX 78239 371798575 501(c)(3) 10000 0 General Support Guardians of the Children PO Box 460412 San Antonio TX 78246 421696800 501(c)(3) 10000 0 General Support Cy-Hope Inc 12715 Telge Rd Cypress TX 77429 452346150 501(c)(3) 10000 0 General Support Cy-Fair Helping Hands 7710 Cherry Park Dr T-385 Houston TX 77095 452820606 501(c)(3) 10000 0 General Support Acts of Hope Inc PO Box 132 Blytheville AR 72316 462734498 501(c)(3) 10000 0 General Support Project Inspire 915 Clifton Ave Ste 7 Clifton NJ 07013 471117817 501(c)(3) 10000 0 General Support Labs for Liberty PO Box 633 Morgan UT 84050 472455313 501(c)(3) 10000 0 General Support University of Florida Foundation PO Box 14425 Gainesville FL 32604 590974739 501(c)(3) 10000 0 General Support Post Oak School 4600 Bissonnet St Bellaire TX 77401 741486232 501(c)(3) 10000 0 General Support Amigos de las Americas 3730 Kirby Dr Ste 1200 Houston TX 77098 741547146 501(c)(3) 10000 0 General Support Allied Women's Center of San Antonio 102 Marshall St San Antonio TX 78212 742720027 501(c)(3) 10000 0 General Support Mobile Loaves & Fishes PO Box 224451 Dallas TX 75222 742956081 501(c)(3) 10000 0 General Support Highland Park Education Foundation 4201 Grassmere Ln Dallas TX 75205 751999200 501(c)(3) 10000 0 General Support Reach Unlimited 11832 Mueller Cemetery Rd Ste 200 Cypress TX 77429 760079085 501(c)(3) 10000 0 General Support Northwest Assistance Ministries 15555 Kuykendahl Rd Houston TX 77090 760088702 501(c)(3) 10000 0 General Support Galveston Arts Center 2127 Strand St Galveston TX 77550 760196609 501(c)(3) 10000 0 General Support Rutherford BH Yates Museum PO Box 130726 Houston TX 77129 760536349 501(c)(3) 10000 0 General Support Julie Rogers Gift of Life 2390 Dowlen Rd Beaumont TX 77706 760550450 501(c)(3) 10000 0 General Support Sarah's House 711 Perla St Pasadena TX 77052 760695546 501(c)(3) 10000 0 General Support YouthHope PO Box 7803 Redlands CA 92375 800513481 501(c)(3) 10000 0 General Support Isaiah 117 House 1705 State Line Rd Elizabethton TN 37643 820631497 501(c)(3) 10000 0 General Support Pomona Pride Center 386 S Thomas St Pomona CA 91766 842198162 501(c)(3) 10000 0 General Support Michael M Boone Elementary PTO 8385 Durham St Dallas TX 75225 842302708 501(c)(3) 10000 0 General Support Crowdsource Rescue 8588 Katy Freeway 450 Houston TX 77024 851065997 501(c)(3) 10000 0 General Support The Code Academy 3642 University Blvd Ste 101 Houston TX 77005 852838551 501(c)(3) 10000 0 General Support Tetractys New Music 1807 Anita Dr Austin TX 78704 863363688 501(c)(3) 10000 0 General Support Jews for Judaism International PO Box 351235 Los Angeles CA 90035 954040781 501(c)(3) 10000 0 General Support National Multiple Sclerosis Society 1050 North Post Oak Rd Ste 240 Houston TX 77055 135661935 501(c)(3) 9940 0 General Support BBYO - Lonestar Region 529 14th St NW Ste 705 Washington DC 20045 311794932 501(c)(3) 9936 0 General Support Nat'l Council of Jewish Women Greater Hstn PO Box 3011 Bellaire TX 77402 237408276 501(c)(3) 9704 0 General Support Christ Memorial Lutheran Church 14200 Memorial Dr Houston TX 77079 741602395 501(c)(3) 9600 0 General Support Bellaire Jewish Center 12 Bellaire Triangle Arc Bellaire TX 77401 273461984 501(c)(3) 9280 0 General Support Temple Beth Shalom - Austin 7300 Hart Ln Austin TX 78731 742956899 501(c)(3) 9237 0 General Support Camp Ramah in California Inc 17525 Ventura Blvd Ste 310 Encino CA 91316 951843131 501(c)(3) 9000 0 General Support Central Synagogue 123 East 55th St New York NY 10022 131628161 501(c)(3) 8600 0 General Support University of Houston 400 E Cullen Bldg Houston TX 77204 746001399 501(c)(3) 8200 0 General Support Temple Beth Sholom 1901 Kresson Rd Cherry Hill NJ 08003 210693430 501(c)(3) 8095 0 General Support Matan Inc 520 Eighth Ave 15th Fl New York NY 10018 134174834 501(c)(3) 8000 0 General Support Woodstock Day School PO Box 1 Woodstock NY 12498 237304709 501(c)(3) 8000 0 General Support Ann Richards School Foundation 2309 Panther Trl Austin TX 78704 264231160 501(c)(3) 8000 0 General Support BiG Heroes 5552 Dockberry Rd Brownsville TX 78521 814637011 501(c)(3) 8000 0 General Support Adams 14 Education Foundation 5291 E 60th Ave Commerce City CO 80022 841360546 501(c)(3) 8000 0 General Support University of Houston Law Foundation 4604 Calhoun Rd Houston TX 77204 741732551 501(c)(3) 7610 0 General Support IKAR 1737 S La Cienega Blvd Los Angeles CA 90035 201210098 501(c)(3) 7550 0 General Support Salvation Army PO Box 2687 Houston TX 77252 222406433 501(c)(3) 7550 0 General Support Trinity College 300 Summit St Hartford CT 06106 060646927 501(c)(3) 7500 0 General Support Foster the City 1172 Murphy Ave Ste 232 San Jose CA 95131 223979908 501(c)(3) 7500 0 General Support The Doves Guidance Program 13749 E Kettleman Ln Lodi CA 95240 263251554 501(c)(3) 7500 0 General Support Pancreatic Cancer Action Network 1500 Rosecrans Ave 200 Manhattan Beach CA 90266 330841281 501(c)(3) 7500 0 General Support Friends of the Daily Texan Inc PO Box 7085 Austin TX 78713 463193734 501(c)(3) 7500 0 General Support Trellis International 711 W 17th St Costa Mesa CA 92627 475324236 501(c)(3) 7500 0 General Support Brighter Side of Down Syndrome PO Box 502 Ripon CA 95366 510591929 501(c)(3) 7500 0 General Support Contemporary Arts Museum Houston 5216 Montrose Blvd Houston TX 77006 741093771 501(c)(3) 7500 0 General Support Texas Freedom Network Education Fund PO Box 1624 Austin TX 78767 742788317 501(c)(3) 7500 0 General Support Twilight Tails Rescue 2406 McClendon St Houston TX 77030 813057982 501(c)(3) 7500 0 General Support The Attic Foster Network PO Box 8022 Midland TX 79708 813145324 501(c)(3) 7500 0 General Support Ronald McDonald House - Houston 1907 Holcombe Blvd Houston TX 77030 741984499 501(c)(3) 7250 0 General Support Yale University PO Box 2038 New Haven CT 06521 060646973 501(c)(3) 7000 0 General Support Media Cares Foundation 603 W 115th St 371 New York NY 10025 134095364 501(c)(3) 7000 0 General Support Angels of Love 409 W Nolana McAllen TX 78504 743018501 501(c)(3) 7000 0 General Support Cornerstone Assistance Network 3500 Noble Ave Fort Worth TX 76111 752417646 501(c)(3) 7000 0 General Support Shotgun Players 1901 Ashby Ave Berkeley CA 94703 943265879 501(c)(3) 7000 0 General Support Kesher Israel Synagogue 2801 N Street NW NW Washington DC 20007 521316406 501(c)(3) 6975 0 General Support Houston Symphony Society 615 Louisiana Ste 102 Houston TX 77002 741157373 501(c)(3) 6930 0 General Support Crisis Intervention of Houston Inc 5300 N Braeswood Blvd 4-163 Houston TX 77096 742076682 501(c)(3) 6504 0 General Support Mercy Corps PO Box 37800 Boone IA 50037 911148123 501(c)(3) 6500 0 General Support Temple Beth Am 1039 S La Cienega Blvd Los Angeles CA 90035 951656370 501(c)(3) 6480 0 General Support Volunteers for Veterans Foundation 9473 Emerald Fontana CA 92335 264407940 501(c)(3) 6250 0 General Support Mary's Mercy Center PO Box 7563 San Bernardino CA 92411 330632426 501(c)(3) 6250 0 General Support Comfort In a Box 1611 N Dorothy Dr Brea CA 92821 460991250 501(c)(3) 6250 0 General Support Homeless Intervention Services of Orange County PO Box 1293 Placentia CA 92871 842790299 501(c)(3) 6250 0 General Support The Alpert Jewish Community Center of Long Beach 3801 E Willow St Long Beach CA 90815 952280871 501(c)(3) 6250 0 General Support Sisters of Notre Dame 13000 Auburn Rd Chardon OH 44024 852630127 501(c)(3) 6200 0 General Support Long Beach Rescue Mission 1430 Pacific Ave Long Beach CA 90813 952741506 501(c)(3) 6200 0 General Support Homeboy Industries 130 Bruno St Los Angeles CA 90012 954800735 501(c)(3) 6200 0 General Support Sephardic Institute 511 Avenue R Brooklyn NY 11223 112170961 501(c)(3) 6100 0 General Support St Jude Children's Research Hospital 501 St Jude Place Memphis TN 38105 620646012 501(c)(3) 6100 0 General Support New York University School of Law 22 Washington Square N New York NY 10011 135562308 501(c)(3) 6000 0 General Support Cornell University 130 E Seneca St Ste 400 Ithaca NY 14850 150532082 501(c)(3) 6000 0 General Support Case Western Reserve University 10900 Euclid Ave Cleveland OH 44106 341018992 501(c)(3) 6000 0 General Support One Man's Treasure 519 I-30 E 211 Rockwall TX 75087 461866831 501(c)(3) 6000 0 General Support United Jewish Appeal - Federation of New York PO Box 4227 New York NY 10261 510172429 501(c)(3) 6000 0 General Support University of Texas Law School Foundation 727 E Dean Keeton St Austin TX 78705 746056794 501(c)(3) 6000 0 General Support Austin Street Center PO Box 710729 Dallas TX 75371 751881365 501(c)(3) 6000 0 General Support Congregation B'nai Butte PO Box 2537 Crested Butte CO 81224 841563534 501(c)(3) 6000 0 General Support Center for Contemporary Arts Inc 1050 Old Pecos Trail Santa Fe NM 87505 850313183 501(c)(3) 6000 0 General Support Shepherd Inn 4121 Junius St Dallas TX 75246 853465298 501(c)(3) 6000 0 General Support City of Hope 1500 E Duarte Rd Duarte CA 91010 953435919 501(c)(3) 6000 0 General Support Temple Beth Torah 320 Shallow Dr Humble TX 77338 760078675 501(c)(3) 5900 0 General Support Buffalo Bayou Partnership 1019 Commerce St Ste 200 Houston TX 77002 760183954 501(c)(3) 5900 0 General Support Houston SPCA 7007 Old Katy Rd Houston TX 77024 741287171 501(c)(3) 5550 0 General Support Juvenile Diabetes Research Foundation 1776 Yorktown Ste 560 Houston TX 77056 231907729 501(c)(3) 5500 0 General Support Target Hunger 1260 Shotwell St Houston TX 77020 311548849 501(c)(3) 5500 0 General Support Institute for Collaboration in Health 1936 Meadow View Ct NW Albuquerque NM 87104 461195843 501(c)(3) 5500 0 General Support Big Brothers Big Sisters Lone Star 1003 Washington Houston TX 77002 750800632 501(c)(3) 5500 0 General Support Open Door Mission Foundation PO Box 9356 Houston TX 77261 760146890 501(c)(3) 5500 0 General Support 19th News 3571 Far West Blvd 3497 Austin TX 78731 842627202 501(c)(3) 5500 0 General Support Camp Nebagamon Foundation 318 10th St SE Washington DC 20003 863687857 501(c)(3) 5400 0 General Support Jewish Federation of Nashville & Middle TN 801 Percy Warner Blvd Ste 102 Nashville TN 37205 626077703 501(c)(3) 5340 0 General Support University of Texas Foundation 200 E Martin Luther King Jr Blvd Austin TX 78712 741587488 501(c)(3) 5315 0 General Support ACLU Foundation 125 Broad St 18th Fl New York NY 10004 136213516 501(c)(3) 5100 0 General Support Camp for All Foundation 3701 Kirby Dr Ste 570 Houston TX 77098 760404267 501(c)(3) 5100 0 General Support Disabled American Veterans Charitable Service Trust 860 Dolwick Dr Erlanger KY 41018 521521276 501(c)(3) 5050 0 General Support 241 Part I, Line 2: 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. X X X 0 0 0 0 0 0 0 0 0 Roberta Herman-Dietrich Executive Director 154985 0 0 0 0 0 3604 0 12557 0 171146 0 0 0 X 121 4110193 NYSE X 4 2166968 FMV 3 0 1 0 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 Benjamin Warren and Lewis Kalmans have a family relationship. Jason Gordon and Dan Gordon have a family relationship. Joy Kaplan and Jay Kaplan have a family relationship. Les Fox, Rick Stein, and Jeffrey Gilbert 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 15 The Executive Committee is responsible for determining the compensation of the organization's Executive Director and all HJCF employees. The Executive Director's compensation is determined after a review of comparable data of non-profit community foundations of similar size. The Executive Director determines the compensation of other officers using similar procedures. 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 TriNet, a PPO. Form 990, Part XI, line 9: Increase in value of CSV life insurance 100,188. 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. 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 42230 1620513 Houston Jewish Community Foundation HJCF Holdings LLC 5603 S Braeswood Blvd Houston TX 77096 814860969 Investment TX 0 31311 Houston Jewish Community Foundation 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 Houston Jewish Community Foundation 1 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 Jewish Federation of Greater Houston 0 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 Jewish Federation & Houston Jewish Comm Fdn 1 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 Jewish Federation of Greater Houston 0 The Rauch Foundation 5603 S Braeswood Blvd Houston TX 77096 760300344 Support Jewish Federation of Greater Houston TX 501(c)(3) Line 12a, I Jewish Federation of Greater Houston 0 Extremis Corporation 5603 S Braeswood Blvd Houston TX 77096 760492189 Dormant TX HJCF C 1.00000 1 M & J Robinson CRAT 5603 S Braeswood Blvd Houston TX 77096 766103916 Remainder trust TX HJCF T 0 0 1 1 0 0 0 0 0 0 0 0 1 1 1 1 1 0 0 0 Jewish Federation of Greater Houston B 1859750 Cash Jewish Federation of Greater Houston C 4694875 Cash Donald & Martha Kaplan Freedman Foundation C 1350000 Cash The Rauch Foundation C 329274 Cash