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MENORAH HERITAGE FOUNDATION: Form 990, tax year 2017

View the entire original 990 at ProPublica ↗

Organization
MENORAH HERITAGE FOUNDATION (EIN 46-1165316)
Tax period
2017-01-01 to 2017-12-31
Filed
2018-06-18
IRS object ID
201821699349300517
Schema version
2017v2.2
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 ReturnHeader

FieldValueIRS element (for citing)
Return2018-06-18T10:50:04-05:00ReturnTs
Tax Period End2017-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN431562209PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1House Park Dobratz & Wiebler PCBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1605 W 47th Street Suite 301AddressLine1Txt
CityKansas CityCityNm
State AbbreviationMOStateAbbreviationCd
ZIP64112ZIPCd
FieldValueIRS element (for citing)
Return Type990ReturnTypeCd
Tax Period Begin2017-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN461165316EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1Menorah Heritage FoundationBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlMENOBusinessNameControlTxt
Phone9133278245PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line15801 W 115th Street No 104AddressLine1Txt
CityOverland ParkCityNm
State AbbreviationKSStateAbbreviationCd
ZIP66211ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonRita CortesPersonNm
Person TitleExecutive DirectorPersonTitleTxt
Phone9133278245PhoneNum
Signature2018-05-31SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonStanley H HousePreparerPersonNm
PTINP00642974PTIN
Phone8169313393PhoneNum
Preparation2018-05-31PreparationDt
FieldValueIRS element (for citing)
Tax2017TaxYr
Build TS2022-09-23 18:48:47ZBuildTS

Form 990 IRS990

FieldValueIRS element (for citing)
Principal OfficerRita CortesPrincipalOfficerNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line15801 W 115th Street Suite 104AddressLine1Txt
CityOverland parkCityNm
State AbbreviationKSStateAbbreviationCd
ZIP66211ZIPCd
FieldValueIRS element (for citing)
Gross Receipts$4,924,485GrossReceiptsAmt
Group Return For Affiliates0GroupReturnForAffiliatesInd
Organization501c3Yes (X)Organization501c3Ind
Website AddressN/AWebsiteAddressTxt
Type Of Organization CorpYes (X)TypeOfOrganizationCorpInd
Formation2012FormationYr
Legal Domicile StateKSLegalDomicileStateCd
Activity Or MissionTo support other charitable organizations described in section 501(c)(3), specifically including the Jewish Community Foundation of Greater Kansas City.ActivityOrMissionDesc
Voting Members Governing Body33VotingMembersGoverningBodyCnt
Voting Members Independent33VotingMembersIndependentCnt
Total Employee0TotalEmployeeCnt
Total Volunteers0TotalVolunteersCnt
Total Gross UBI$0TotalGrossUBIAmt
Net Unrelated Bus Txbl Incm$0NetUnrelatedBusTxblIncmAmt
PY Contributions Grants$44,994PYContributionsGrantsAmt
CY Contributions Grants$23,379CYContributionsGrantsAmt
PY Program Service Revenue$0PYProgramServiceRevenueAmt
CY Program Service Revenue$0CYProgramServiceRevenueAmt
PY Investment Income$1,799,545PYInvestmentIncomeAmt
CY Investment Income$4,895,110CYInvestmentIncomeAmt
PY Other Revenue$0PYOtherRevenueAmt
CY Other Revenue$5,996CYOtherRevenueAmt
PY Total Revenue$1,844,539PYTotalRevenueAmt
CY Total Revenue$4,924,485CYTotalRevenueAmt
PY Grants And Similar Paid$2,190,415PYGrantsAndSimilarPaidAmt
CY Grants And Similar Paid$2,548,076CYGrantsAndSimilarPaidAmt
PY Benefits Paid To Members$0PYBenefitsPaidToMembersAmt
CY Benefits Paid To Members$0CYBenefitsPaidToMembersAmt
PY Salaries Comp Emp Bnft Paid$0PYSalariesCompEmpBnftPaidAmt
CY Salaries Comp Emp Bnft Paid$0CYSalariesCompEmpBnftPaidAmt
PY Total Prof Fndrsng Expns$0PYTotalProfFndrsngExpnsAmt
CY Total Prof Fndrsng Expns$0CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense$0CYTotalFundraisingExpenseAmt
PY Other Expenses$538,659PYOtherExpensesAmt
CY Other Expenses$578,808CYOtherExpensesAmt
PY Total Expenses$2,729,074PYTotalExpensesAmt
CY Total Expenses$3,126,884CYTotalExpensesAmt
PY Revenues Less Expenses-$884,535PYRevenuesLessExpensesAmt
CY Revenues Less Expenses$1,797,601CYRevenuesLessExpensesAmt
Total Assets BOY$53,246,349TotalAssetsBOYAmt
Total Assets EOY$57,963,760TotalAssetsEOYAmt
Total Liabilities BOY$5,448TotalLiabilitiesBOYAmt
Total Liabilities EOY$5,243TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY$53,240,901NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY$57,958,517NetAssetsOrFundBalancesEOYAmt
Info In Schedule O Part IIIYes (X)InfoInScheduleOPartIIIInd
MissionThe Organization is designed to provide support for other charitable organizations as described in section 501 (c) and section 509 (a) of the Internal Revenue Code. The Organization is exclusively for charitable, educational or religious purposes. It supports activities for the benefit of, performs the functions of, or carries out the purpose of the Jewish Community Foundation of Greater Kansas City.MissionDesc
Significant New Program Srvc0SignificantNewProgramSrvcInd
Significant Change0SignificantChangeInd
Expense$2,548,076ExpenseAmt
Grant$2,548,076GrantAmt
DescProvided support for charitable organizations which serve human needs by advancing constructive projectsDesc
Total Program Service Expenses$2,548,076TotalProgramServiceExpensesAmt
Described In Section501c3Yes (1)DescribedInSection501c3Ind
Schedule B RequiredYes (1)ScheduleBRequiredInd
Political Campaign Acty0PoliticalCampaignActyInd
Lobbying Activities0LobbyingActivitiesInd
Subject To Proxy Tax0SubjectToProxyTaxInd
Donor Advised Fund0DonorAdvisedFundInd
Conservation Easements0ConservationEasementsInd
Collections Of Art0CollectionsOfArtInd
Credit Counseling0CreditCounselingInd
Temp Or Permanent Endowments0TempOrPermanentEndowmentsInd
Report Land Building EquipmentYes (1)ReportLandBuildingEquipmentInd
Report Investments Other Sec0ReportInvestmentsOtherSecInd
Report Program Related Invst0ReportProgramRelatedInvstInd
Report Other Assets0ReportOtherAssetsInd
Report Other Liabilities0ReportOtherLiabilitiesInd
Include FIN48 FootnoteYes (1)IncludeFIN48FootnoteInd
Independent Audit Fincl Stmt0IndependentAuditFinclStmtInd
Consolidated Audit Fincl StmtYes (1)ConsolidatedAuditFinclStmtInd
School Operating0SchoolOperatingInd
Foreign Office0ForeignOfficeInd
Foreign Activities0ForeignActivitiesInd
More Than5000 K To Org0MoreThan5000KToOrgInd
More Than5000 K To Individuals0MoreThan5000KToIndividualsInd
Professional Fundraising0ProfessionalFundraisingInd
Fundraising Activities0FundraisingActivitiesInd
Gaming Activities0GamingActivitiesInd
Operate Hospital0OperateHospitalInd
Grants To OrganizationsYes (1)GrantsToOrganizationsInd
Grants To Individuals0GrantsToIndividualsInd
Schedule J Required0ScheduleJRequiredInd
Tax Exempt Bonds0TaxExemptBondsInd
Engaged In Excess Benefit Trans0EngagedInExcessBenefitTransInd
PY Excess Benefit Trans0PYExcessBenefitTransInd
Loan Outstanding0LoanOutstandingInd
Grant To Related Person0GrantToRelatedPersonInd
Business Rln With Org Mem0BusinessRlnWithOrgMemInd
Business Rln With Fam Mem0BusinessRlnWithFamMemInd
Business Rln With Officer Ent0BusinessRlnWithOfficerEntInd
Deductible Non Cash Contri0DeductibleNonCashContriInd
Deductible Art Contribution0DeductibleArtContributionInd
Terminate Operations0TerminateOperationsInd
Partial Liquidation0PartialLiquidationInd
Disregarded Entity0DisregardedEntityInd
Related EntityYes (1)RelatedEntityInd
Related Organization Ctrl Ent0RelatedOrganizationCtrlEntInd
Trnsfr Exmpt Non Chrtbl Rltd Org0TrnsfrExmptNonChrtblRltdOrgInd
Activities Conducted Prtshp0ActivitiesConductedPrtshpInd
Schedule O RequiredYes (1)ScheduleORequiredInd
IRP Document0IRPDocumentCnt
IRP Document W2 G0IRPDocumentW2GCnt
Employee0EmployeeCnt
Unrelated Bus Incm Over Limit0UnrelatedBusIncmOverLimitInd
Foreign Financial Account0ForeignFinancialAccountInd
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTransInd
Taxable Party Notification0TaxablePartyNotificationInd
Nondeductible Contributions0NondeductibleContributionsInd
Quid Pro Quo Contributions0QuidProQuoContributionsInd
Form8282 Property Disposed Of0Form8282PropertyDisposedOfInd
Indoor Tanning Services0IndoorTanningServicesInd
Info In Schedule O Part VIYes (X)InfoInScheduleOPartVIInd
Governing Body Voting Members33GoverningBodyVotingMembersCnt
Independent Voting Member33IndependentVotingMemberCnt
Family Or Business RlnYes (1)FamilyOrBusinessRlnInd
Delegation Of Mgmt Duties0DelegationOfMgmtDutiesInd
Change To Org Documents0ChangeToOrgDocumentsInd
Material Diversion Or Misuse0MaterialDiversionOrMisuseInd
Members Or StockholdersYes (1)MembersOrStockholdersInd
Election Of Board MembersYes (1)ElectionOfBoardMembersInd
Decisions Subject To ApprovaYes (1)DecisionsSubjectToApprovaInd
Minutes Of Governing BodyYes (1)MinutesOfGoverningBodyInd
Minutes Of CommitteesYes (1)MinutesOfCommitteesInd
Officer Mailing Address0OfficerMailingAddressInd
Local Chapters0LocalChaptersInd
Form990 Provided To Gvrn Body0Form990ProvidedToGvrnBodyInd
Conflict Of Interest PolicyYes (1)ConflictOfInterestPolicyInd
Annual Disclosure Covered PrsnYes (1)AnnualDisclosureCoveredPrsnInd
Regular Monitoring EnfrcYes (1)RegularMonitoringEnfrcInd
Whistleblower Policy0WhistleblowerPolicyInd
Document Retention Policy0DocumentRetentionPolicyInd
Compensation Process CEO0CompensationProcessCEOInd
Compensation Process Other0CompensationProcessOtherInd
Investment In Joint Venture0InvestmentInJointVentureInd
Upon RequestYes (X)UponRequestInd

Books In Care Of Detail BooksInCareOfDetail

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1Jewish Community Foundation of Greater KCBusinessNameLine1Txt
FieldValueIRS element (for citing)
Phone9133278134PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line15801 W 115th Street Suite 104AddressLine1Txt
CityOverland ParkCityNm
State AbbreviationKSStateAbbreviationCd
ZIP66211ZIPCd

Form990 Part VII Section A Form990PartVIISectionAGrp (34 entries)

TitleTitleTxtAverage Hours Per WeekAverageHoursPerWeekRtAverage Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRtIndividual Trustee Or DirectorIndividualTrusteeOrDirectorIndOfficerOfficerIndReportable Comp From OrgReportableCompFromOrgAmtReportable Comp From Rltd OrgReportableCompFromRltdOrgAmtOther CompensationOtherCompensationAmt
Diane Azorsky
Vice President1.002.00Yes (X)Yes (X)$0$0$0
Loren Berenbom
Trustee1.00Yes (X)$0$0$0
Diane Federman
Trustee1.00Yes (X)$0$0$0
Michelle Goldsmith
Trustee1.00Yes (X)$0$0$0
Edward Goldstein
Trustee1.001.00Yes (X)$0$0$0
Frank Lipsman
Trustee1.001.00Yes (X)$0$0$0
Jeff Mallin
Trustee1.001.00Yes (X)$0$0$0
Howard Mayer
Vice President1.00Yes (X)Yes (X)$0$0$0
Carol Porter
Trustee1.00Yes (X)$0$0$0
Bob Shaw
Trustee1.00Yes (X)$0$0$0
Scott Slabotsky
Treasurer1.001.00Yes (X)Yes (X)$0$0$0
Tom Barnett
Trustee1.00Yes (X)$0$0$0
Bob Grant
Trustee1.00Yes (X)$0$0$0
Andrew Kaplan
Secretary1.002.00Yes (X)Yes (X)$0$0$0
Sharon Loftspring
Trustee1.00Yes (X)$0$0$0
Barbara MacArthur
Trustee1.00Yes (X)$0$0$0
Frank Sterneck
Trustee1.00Yes (X)$0$0$0
Dan Stolper
Trustee1.00Yes (X)$0$0$0
Ann Darke
Trustee1.00Yes (X)$0$0$0
John Goldberg
Exec. Vice President1.00Yes (X)Yes (X)$0$0$0
Jeffrey Kramer
Trustee1.00Yes (X)$0$0$0
Marjorie Robinow
Trustee1.00Yes (X)$0$0$0
Brian Scharf
Trustee1.001.00Yes (X)$0$0$0
Nola Adebo
Vice President1.00Yes (X)Yes (X)$0$0$0
Stanley Brand
Trustee1.00Yes (X)$0$0$0
Stevi Brick
Trustee1.00Yes (X)$0$0$0
Justin Johl
Trustee1.00Yes (X)$0$0$0
Arthur Liebenthal
Trustee1.00Yes (X)$0$0$0
Juan Rangel Jr
Trustee1.00Yes (X)$0$0$0
Dan Somberg
Trustee1.00Yes (X)$0$0$0
Phyllis Stevens
Vice President1.00Yes (X)Yes (X)$0$0$0
Howard Wizig
President1.00Yes (X)Yes (X)$0$0$0
Gary Wolf
Trustee1.00Yes (X)$0$0$0
Rita Cortes
Executive Director40.00Yes (X)$0$126,000$6,348
FieldValueIRS element (for citing)
Total Reportable Comp From Org$0TotalReportableCompFromOrgAmt
Tot Reportable Comp Rltd Org$126,000TotReportableCompRltdOrgAmt
Total Other Compensation$6,348TotalOtherCompensationAmt
Indiv Rcvd Greater Than100 K0IndivRcvdGreaterThan100KCnt
Former Ofcr Employees Listed0FormerOfcrEmployeesListedInd
Total Comp Greater Than150 K0TotalCompGreaterThan150KInd
Compensation From Other Srcs0CompensationFromOtherSrcsInd
Cntrct Rcvd Greater Than100 K0CntrctRcvdGreaterThan100KCnt
All Other Contributions$23,379AllOtherContributionsAmt
Total Contributions$23,379TotalContributionsAmt

Investment Income InvestmentIncomeGrp

FieldValueIRS element (for citing)
Total Revenue Column$1,015,764TotalRevenueColumnAmt
Exclusion$1,015,764ExclusionAmt

Gross Amount Sales Assets GrossAmountSalesAssetsGrp

FieldValueIRS element (for citing)
Securities$3,879,346SecuritiesAmt

Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp

FieldValueIRS element (for citing)
Securities$0SecuritiesAmt

Gain Or Loss GainOrLossGrp

FieldValueIRS element (for citing)
Securities$3,879,346SecuritiesAmt

Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp

FieldValueIRS element (for citing)
Total Revenue Column$3,879,346TotalRevenueColumnAmt
Exclusion$3,879,346ExclusionAmt

Other Revenue Misc OtherRevenueMiscGrp

FieldValueIRS element (for citing)
DescInsurance Proceeds for DamagesDesc
Business531390BusinessCd
Total Revenue Column$5,996TotalRevenueColumnAmt
Related Or Exempt Func Income$5,996RelatedOrExemptFuncIncomeAmt
FieldValueIRS element (for citing)
Other Revenue Total$5,996OtherRevenueTotalAmt

Total Revenue TotalRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$4,924,485TotalRevenueColumnAmt
Related Or Exempt Func Income$5,996RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue$0UnrelatedBusinessRevenueAmt
Exclusion$4,895,110ExclusionAmt
FieldValueIRS element (for citing)
Info In Schedule O Part IXYes (X)InfoInScheduleOPartIXInd

Grants To Domestic Orgs GrantsToDomesticOrgsGrp

FieldValueIRS element (for citing)
Total$2,548,076TotalAmt
Program Services$2,548,076ProgramServicesAmt

Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp

FieldValueIRS element (for citing)
Total$186,200TotalAmt
Management And General$186,200ManagementAndGeneralAmt

Fees For Services Other FeesForServicesOtherGrp

FieldValueIRS element (for citing)
Total$312,742TotalAmt
Management And General$312,742ManagementAndGeneralAmt

Office Expenses OfficeExpensesGrp

FieldValueIRS element (for citing)
Total$5,865TotalAmt
Management And General$5,865ManagementAndGeneralAmt

Information Technology InformationTechnologyGrp

FieldValueIRS element (for citing)
Total$17,421TotalAmt
Management And General$17,421ManagementAndGeneralAmt

Conferences Meetings ConferencesMeetingsGrp

FieldValueIRS element (for citing)
Total$1,939TotalAmt
Management And General$1,939ManagementAndGeneralAmt

Depreciation Depletion DepreciationDepletionGrp

FieldValueIRS element (for citing)
Total$3,863TotalAmt
Management And General$3,863ManagementAndGeneralAmt

Insurance InsuranceGrp

FieldValueIRS element (for citing)
Total$4,666TotalAmt
Management And General$4,666ManagementAndGeneralAmt

Other Expenses OtherExpensesGrp (2 entries)

DescDescTotalTotalAmtManagement And GeneralManagementAndGeneralAmt
Decrease in cash value$44,680$44,680
Website maintenance$1,432$1,432

Total Functional Expenses TotalFunctionalExpensesGrp

FieldValueIRS element (for citing)
Total$3,126,884TotalAmt
Program Services$2,548,076ProgramServicesAmt
Management And General$578,808ManagementAndGeneralAmt
Fundraising$0FundraisingAmt

Cash Non Interest Bearing CashNonInterestBearingGrp

FieldValueIRS element (for citing)
BOY$92,560BOYAmt
EOY$139,420EOYAmt

Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp

FieldValueIRS element (for citing)
BOY$17,490BOYAmt
EOY$0EOYAmt
FieldValueIRS element (for citing)
Land Bldg Equip Cost Or Other Bss$34,983LandBldgEquipCostOrOtherBssAmt
Land Bldg Equip Accum Deprec$21,399LandBldgEquipAccumDeprecAmt

Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp

FieldValueIRS element (for citing)
BOY$17,448BOYAmt
EOY$13,584EOYAmt

Investments Pub Traded Sec InvestmentsPubTradedSecGrp

FieldValueIRS element (for citing)
BOY$52,920,462BOYAmt
EOY$57,639,557EOYAmt

Investments Other Securities InvestmentsOtherSecuritiesGrp

FieldValueIRS element (for citing)
BOY$198,389BOYAmt
EOY$171,199EOYAmt

Total Assets TotalAssetsGrp

FieldValueIRS element (for citing)
BOY$53,246,349BOYAmt
EOY$57,963,760EOYAmt

Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp

FieldValueIRS element (for citing)
BOY$5,448BOYAmt
EOY$5,243EOYAmt

Total Liabilities TotalLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$5,448BOYAmt
EOY$5,243EOYAmt
FieldValueIRS element (for citing)
Organization Follows SFAS117Yes (X)OrganizationFollowsSFAS117Ind

Unrestricted Net Assets UnrestrictedNetAssetsGrp

FieldValueIRS element (for citing)
BOY$53,240,901BOYAmt
EOY$57,958,517EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$53,240,901BOYAmt
EOY$57,958,517EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$53,246,349BOYAmt
EOY$57,963,760EOYAmt
FieldValueIRS element (for citing)
Reconcilation Revenue Expnss$1,797,601ReconcilationRevenueExpnssAmt
Net Unrlzd Gains Losses Invst$2,920,015NetUnrlzdGainsLossesInvstAmt
Other Changes In Net Assets$0OtherChangesInNetAssetsAmt
Method Of Accounting AccrualYes (X)MethodOfAccountingAccrualInd
Accountant Compile Or Review0AccountantCompileOrReviewInd
FS AuditedYes (1)FSAuditedInd

FS Audited Basis FSAuditedBasisGrp

FieldValueIRS element (for citing)
Consolidated Basis Fincl StmtYes (X)ConsolidatedBasisFinclStmtInd
FieldValueIRS element (for citing)
Audit CommitteeYes (1)AuditCommitteeInd
Federal Grant Audit Required0FederalGrantAuditRequiredInd

Schedule A IRS990ScheduleA

FieldValueIRS element (for citing)
Supporting Organization509a3Yes (X)SupportingOrganization509a3Ind
Supporting Org Type1Yes (X)SupportingOrgType1Ind
Supported Organizations1SupportedOrganizationsCnt

Supported Org Information SupportedOrgInformationGrp

Supported Organization Name SupportedOrganizationName

FieldValueIRS element (for citing)
Business Name Line1Jewish Community Foundation of Greater Kansas CityBusinessNameLine1Txt
FieldValueIRS element (for citing)
EIN436049281EIN
Organization Type7OrganizationTypeCd
Governing Document ListedYes (1)GoverningDocumentListedInd
Support$0SupportAmt
Other Support$0OtherSupportAmt
FieldValueIRS element (for citing)
Supported Organizations Total1SupportedOrganizationsTotalCnt
Support Sum$0SupportSumAmt
Other Support Sum$0OtherSupportSumAmt

Form990 Sch A Supporting Org Form990SchASupportingOrgGrp

FieldValueIRS element (for citing)
Listed By Name Governing DocYes (1)ListedByNameGoverningDocInd
Suprt Org No IRS Determination0SuprtOrgNoIRSDeterminationInd
Supported Org Section C4560SupportedOrgSectionC456Ind
Supported Org Not Organized US0SupportedOrgNotOrganizedUSInd
Organization Change Suprt Org0OrganizationChangeSuprtOrgInd
Support Non Supported Org0SupportNonSupportedOrgInd
Payment Substantial Contribtr0PaymentSubstantialContribtrInd
Loan Disqualified Person0LoanDisqualifiedPersonInd
Controlled Disqualified Prsn0ControlledDisqualifiedPrsnInd
Disqualified Prsn Controll Int0DisqualifiedPrsnControllIntInd
Disqualified Prsn Ownr Int0DisqualifiedPrsnOwnrIntInd
Excess Business Holdings Rules0ExcessBusinessHoldingsRulesInd
Contribution Controller0ContributionControllerInd
Contribution Family0ContributionFamilyInd
Contribution35 Controlled0Contribution35ControlledInd

Form990 Sch A Type1 Suprt Org Form990SchAType1SuprtOrgGrp

FieldValueIRS element (for citing)
Power Appoint Majority Dir TrstYes (1)PowerAppointMajorityDirTrstInd
Operate Benefit Non Suprt Org0OperateBenefitNonSuprtOrgInd

Schedule B IRS990ScheduleB

Contributor Information ContributorInformationGrp

FieldValueIRS element (for citing)
ContributorRESTRICTEDContributorNum

Contributor Business Name ContributorBusinessName

FieldValueIRS element (for citing)
Business Name Line1RESTRICTEDBusinessNameLine1

Contributor US Address ContributorUSAddress

FieldValueIRS element (for citing)
Address Line1RESTRICTEDAddressLine1
Address Line2RESTRICTEDAddressLine2
CityRESTRICTEDCity
StateRESTRICTEDState
ZIP CodeRESTRICTEDZIPCode
FieldValueIRS element (for citing)
Total ContributionsRESTRICTEDTotalContributionsAmt

Schedule D IRS990ScheduleD

Leasehold Improvements LeaseholdImprovementsGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$18,955OtherCostOrOtherBasisAmt
Depreciation$9,177DepreciationAmt
Book Value$9,778BookValueAmt

Equipment EquipmentGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$16,028OtherCostOrOtherBasisAmt
Depreciation$12,222DepreciationAmt
Book Value$3,806BookValueAmt
FieldValueIRS element (for citing)
Total Book Value Land Buildings$13,584TotalBookValueLandBuildingsAmt
Footnote TextYes (X)FootnoteTextInd

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferencePart X, Line 2:FormAndLineReferenceDesc
ExplanationThe Foundation is exempt from federal income tax under section 501(c)(3) of the Internal Revenue Code. The Foundation's policy is to provide liabilities for uncertain tax provisions when a liability is probable and estimable. The Foundation has no uncertain income tax positions for the years ended December 31, 2017 and 2016. The Foundation is no longer subject to audits by the IRS for years prior to 2014. Management is not aware of any violation of its tax status as an organization exempt from income taxes.ExplanationTxt

Schedule I IRS990ScheduleI

FieldValueIRS element (for citing)
Grant Records MaintainedYes (1)GrantRecordsMaintainedInd

Recipient Table RecipientTable (100 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdRecipient EINRecipientEINIRC SectionIRCSectionDescCash GrantCashGrantAmtPurpose Of GrantPurposeOfGrantTxt
Ad Hoc Group Against Crime
2701 E 31st StreetKansas CityMO64128300455147501(c)(3)$20,000Grant for support of the Mental Health Program
After the Harvest
406 W 34th Street Suite 816Kansas CityMO64111465385534501(c)(3)$22,000Grant for Growth Opportunity with Farmer's Choice
Bike Walk KC
3269 Gillham RdKansas CityMO64109453832438501(c)(3)$12,500Grant for support of the Bike Club
Camps for Kids
5960 DearbornMissionKS66202431244326501(c)(3)$15,000Grant toward support of Match Program
Coterie Theatre Inc
2450 Grand Ave Suite 144Kansas CityMO64108431184597501(c)(3)$12,500Grant for Dramatic Health Education Project
Cultivate KC
4223 Gibbs RoadKansas CityKS66106202365320501(c)(3)$45,000$20,000 to Double Up Food Bucks and $25,000 to Farmer Business Program
Episcopal Community Services Inc
11 E 40th StKansas CityMO64111431525298501(c)(3)$20,000Grant to the Culinary Cornerstones Training Program
High Aspirations Inc
6320 Brookside Plaza Ste 283Kansas CityMO64113810673432501(c)(3)$13,500Grant to High Aspirations Program
Kansas City Community Gardens
6917 KensingtonKansas CityMO64132431356677501(c)(3)$15,000Grant to Community Partner Gardens
Kansas University Endowment Association
P O Box 928LawrenceKS660449950480547734501(c)(3)$18,000Grant to the Dotte Agency Program - Mobile Market in Wyandotte County
Planned Parenthood of the Great Plains
4401 West 109 St Suite 200Shawnee MissionKS662119705440565390501(c)(3)$15,000Grant for Using Young Adult Fiction to Empower Teens to Healthy Decisions
Family Conservancy
444 Minnesota Avenue Suite 200Kansas CityKS66101440454800501(c)(3)$30,000Grant for Healthy Parents, Healthy Kids
Jewish Vocational Service
4600 The PaseoKansas CityMO64110440545994501(c)(3)$38,000Grant to Emergent Needs
Avodah the Jewish Service Corps Inc
125 Maiden Lane 8BNew YorkNY100385041133914342501(c)(3)$10,000Grant for KC Justice Fellowship
B'nai B'rith Youth Organization
5801 West 115th St Suite 107Overland ParkKS66211311794932501(c)(3)$10,000General Support
Kansas City Community Kollel Inc
5801 W 115th StOverland ParkKS66211202879243501(c)(3)$9,248General Support
Hyman Brand Hebrew Academy
5801 West 115th StreetOverland ParkKS66211486125262501(c)(3)$80,000General Support to Financial Aid
Hyman Brand Hebrew Academy
5801 West 115th StreetOverland ParkKS66211486125262501(c)(3)$48,000General Support for Hebrew Specialist
Hyman Brand Hebrew Academy
5801 West 115th StreetOverland ParkKS66211486125262501(c)(3)$18,000General Support
Jewish Community Center
5801 W 115th StreetOverland ParkKS66211440545992501(c)(3)$125,000General Support of Heritage Center
Jewish Community Relations Bureau AJC
5801 West 115th St Suite 203Overland ParkKS66211440545913501(c)(3)$25,000General Support
Jewish Community Campus
5801 W 115th StreetOverland ParkKS66211431392330501(c)(3)$80,000General Support
Jewish Federation of Greater Kansas City
5801 W 115th Street Suite 201Overland ParkKS66211440545913501(c)(3)$55,000General Support of Sasone
Jewish Family Services (JFS)
5801 W 115th Street Suite 103Overland ParkKS66211440545829501(c)(3)$37,500General Support for Chaplaincy
Jewish Family Services (JFS)
5801 W 115th Street Suite 103Overland ParkKS66211440545829501(c)(3)$46,250General Support for Food and Shelter
Jewish Family Services (JFS)
5801 W 115th Street Suite 103Overland ParkKS66211440545829501(c)(3)$34,000General Support for Food Pantry
Jewish Family Services (JFS)
5801 W 115th Street Suite 103Overland ParkKS66211440545829501(c)(3)$51,500General Support for Mental Health
Jewish Family Services (JFS)
5801 W 115th Street Suite 103Overland ParkKS66211440545829501(c)(3)$120,000General Support for Older Adult Program
Jewish Family Services (JFS)
5801 W 115th Street Suite 103Overland ParkKS66211440545829501(c)(3)$15,000General Support for TribeKC
Jewish Vocational Services
4600 The PaseoKansas CityMO64110440545994501(c)(3)$25,000General Support for Career Skills
University of Kansas Hillel Foundation
722 New HampshireLawrenceKS66044521844823501(c)(3)$35,000General Support for Mental Health & Pastoral Counseling
University of Kansas Hillel Foundation
722 New HampshireLawrenceKS66044521844823501(c)(3)$12,000General Support for Shabbat and Holiday Experiences
University of Kansas Hillel Foundation
722 New HampshireLawrenceKS66044521844823501(c)(3)$25,000General Support for Student Leadership Development
Midwest Center for Holocaust Education
5801 W 115th StOverland ParkKS66211481127376501(c)(3)$9,750General Support
Moishe Foundation
5007 Providence Rd Suite E216CharlotteNC28226262599786501(c)(3)$20,000General Support
Rabbinical Association of Greater Kansas City
5801 West 115th St Box 113Overland ParkKS662111800760710693501(c)(3)$12,000General Support for Conversion
Rabbinical Association of Greater Kansas City
5801 West 115th St Box 113Overland ParkKS662111800760710693501(c)(3)$10,000General Support for Core Operations
Rabbinical Association of Greater Kansas City
5801 West 115th St Box 113Overland ParkKS662111800760710693501(c)(3)$10,000General Support for Geniza
Vaad HaKashruth of Kansas City
5801 W 115th StOverland ParkKS662111824742808245501(c)(3)$10,000General Support
Village Shalom Inc
5500 W 123rd StOverland ParkKS66209481199065501(c)(3)$65,000General Support for Financial Aid
Cultivate KC
4223 Gibbs RoadKansas CityKS66106202365320501(c)(3)$20,000General Support for SFMNP - Senior Farmers Market Nutrition Program
Amethyst Place Inc
2732 TroostKansas CityMO64109431887442501(c)(3)$10,000General Support for for administrative costs
Artists Helping the Homeless
3625 Warwick BlvdKansas CityMO64111262063489501(c)(3)$10,000General Support to expand and update technology
Cancer Action
10520 Barkley Suite 100Overland ParkKS66212480650257501(c)(3)$9,700General Support for rent
Child Abuse Prevention Association
503 E 23rd StreetIndependenceMO64055431067711501(c)(3)$10,000General Support for utility and security costs
Child Protection Center Inc
3101 Broadway Suite 750Kansas CityMO64111204535728501(c)(3)$10,000General Support
Community Assistance Council Inc
10901 Blue Ridge BlvdKansas CityMO64134237439079501(c)(3)$10,000General Support for rent and utilities
Community Linc
4012-14 TroostKansas CityMO64110431506591501(c)(3)$10,000General Support for audit expenses
Coversa
1317 W 13th Terrace Suite 3AKansas CityMO64102431918057501(c)(3)$10,000Grant award to support comprehensive training at IAFN conference
Cross-Lines Community Outreach
736 Shawnee AveKansas CityKS66105480697177501(c)(3)$6,100Grant award for utilities
El Centro Inc
650 Minnesota AveKansas CityKS66101362904073501(c)(3)$10,000Grant award for audit expenses
Growing Futures Early Education Centers Head Start
8155 Sante Fe DriveOverland ParkKS66204480723044501(c)(3)$10,000Grant award for rent
Inclusion Connections
15738 W 148th TerraceOlatheKS66062462754831501(c)(3)$8,345Grant award for rent and utilities
CASA of Jackson County
2544 HolmesKansas CityMO64108431401328501(c)(3)$10,000Grant award for employee benefits expense
Kansas City Anti-Violence Project
PO BOX 411211Kansas CityMO64141770595867501(c)(3)$10,000Grant award for LGBTQ Survivor Support Sustainability and Capacity Building
Kansas City Indian Center
600 West 39th StreetKansas CityMO64111431012392501(c)(3)$5,005Grant award for rent and operations
Kansas City CARE Clinic
3515 BroadwayKansas CityMO64111430967292501(c)(3)$10,000Grant award for utilities
Metropolitan Organization to Counter Sexual Assault
3100 Broadway Suite 400Kansas CityMO64111431061620501(c)(3)$10,000Grant award for information technology expenses
Mother's Refuge
14400 East 42nd Street Suite 220IndependenceMO64055431454628501(c)(3)$10,000Grant award for operating expenses
Riverview Health Services Inc
722 Reynolds AveKansas CityKS66101481072716501(c)(3)$10,000Grant award for rent and utilities
Rose Brooks Center
PO Box 320599Kansas CityMO641320599510231573501(c)(3)$6,100Grant award for utilities
Safehome Inc
PO Box 4563Overland ParkKS66204480917798501(c)(3)$10,000Grant award for utilities
Southwest Boulevard Family Health Care Inc
300 Southwest BoulevardKansas CityKS66103481067752501(c)(3)$10,000Grant award for utilities
Sunflower House
15440 W 65th StShawneeKS662179306480918698501(c)(3)$10,000Grant award for administrative costs
Synergy Services Inc
400 E Sixth StreetParkvilleMO64152430970674501(c)(3)$10,000Grant award to migrate paper forms into electronic
Children's Place
Two East 59th StKansas CityMO64113510195216501(c)(3)$10,000Grant award for transportation services expense
The Mission Project Inc
5960 Dearborn Suite 225MissionKS66202830393426501(c)(3)$10,000Grant award for rent
Turner House Clinic Inc
21 North 12th Street Suite 300Kansas CityKS66102481151382501(c)(3)$10,000Grant award for audit expense
United Inner City Services
2008 East 12th StreetKansas CityMO64127440646347501(c)(3)$10,000Grant award to employee health insurance benefits
Westside Housing Organization
919 W 24th StreetKansas CityMO64108431122742501(c)(3)$9,750Grant award for technology and upgrades
Saint Lukes College of Health Sciences
624 Westport RoadKansas CityMO64111272716128501(c)(3)$3,000Grant award to nursing scholarship
Alphapointe Association for the Blind
7501 ProspectKansas CityMO64132440552486501(c)(3)$10,000General Support for Low Vision Exams & Occupational Therapy for Seniors
Arts and Ageing KC Inc
420 NW Briarcliff PkwyKansas CityMO64116471128594501(c)(3)$5,000General Support for OA programming core
Catholic Charities of Northeast Kansas
9720 W 87th StreetOverland ParkKS66212481181305501(c)(3)$15,000Grant for Non-medical in-home support
Christmas in October
3261 RoanokeKansas CityMO64111431431964501(c)(3)$15,000General Support for 2017 home renovation project
Don Bosco Center
580 Campbell StKansas CityMO641061273440558260501(c)(3)$20,000General Support for Weekend Meal Service for homebound clients
Guadalupe Center Inc
1015 Avenida Cesar ChavezKansas CityMO64108440610781501(c)(3)$15,000Grant for OA programming core support
Metropolitan Lutheran Ministry
3031 HolmesKansas CityMO641091435430970991501(c)(3)$17,500General Support for minor home repair program serving elderly & disabled
Mid-America Regional Council Community Services Corporation
600 Broadway 200Kansas CityMO64105201824454501(c)(3)$50,000General Support for Managed Services Network-MSN
Northland Neighborhoods Inc
4420 NE Chouteau TrafficwayKansas CityMO64117431746357501(c)(3)$10,000Grant for OA programming core support
Shepherd's Center of the Northland
4805 NE Antioch RoadKansas CityMO64119431567162501(c)(3)$17,500General Support for technology upgrade and phone system
Northwest Communities Development Corp
217 S Cedar AveIndependenceMO64053431822719501(c)(3)$12,500Grant for OA programming core support
Palenstine Senior Citizens Activity Center Inc
3325 Prospect AveKansas CityMO64128431531200501(c)(3)$10,000General Support
Phoenix Family Housing Corp
3908 WashingtonKansas CityMO64111680101133501(c)(3)$10,000General Support for program related training and agency strategic planning
Reconciliation Services
3101 Troost AveKansas CityMO64109364580402501(c)(3)$15,000General Support for emergency services' staff salaries for case management and direct assistance
Shepherd's Center of Kansas City Central
5200 Oak StreetKansas CityMO64112430994417501(c)(3)$17,500Grant for OA programming core support
Shepherd's Center of KCK
757 Armstrong AveKansas CityKS66101481039483501(c)(3)$12,500Grant for OA programming core support
Shepherd's Center of Raytown
5110 Westridge CircleRaytownMO64133431531153501(c)(3)$12,500Grant for OA programming core support
Turning Point
8900 State Line Suite 240Shawnee MissionKS66206431900039501(c)(3)$10,000Grant for OA programming core support
Village Shalom Inc
5500 W 123rd StOverland ParkKS66209481199065501(c)(3)$65,000General Support for Financial Aid
Jewish Family Services (JFS)
5801 W 115th Street Suite 103Overland ParkKS66211440545829501(c)(3)$262,686General Support for Mental Health, Food & Shelter, Older Adult, Food Pantry, Chaplain, Tribe KC programs
Jewish Family Services (JFS)
5801 W 115th Street Suite 103Overland ParkKS66211440545829501(c)(3)$4,740General Support for Chaplaincy
Jewish Community Campus
5801 W 115th StreetOverland ParkKS66211431392330501(c)(3)$80,000General Support
Jewish Federation of Greater Kansas City
5801 W 115th Street Suite 201Overland ParkKS66211440545913501(c)(3)$55,000General Support for Sasone
Jewish Community Center
5801 W 115th StreetOverland ParkKS66211440545992501(c)(3)$125,000General Support for Heritage Center
Jewish Family Services (JFS)
5801 W 115th Street Suite 103Overland ParkKS66211440545829501(c)(3)$48,000General Support for Managed Services Network Project
Village Shalom Inc
5500 W 123rd StOverland ParkKS66209481199065501(c)(3)$25,000General Support for Financial Assistance
St Lukes Hospital Foundation
4225 Baltimore AveKansas CityMO641112304446014699501(c)(3)$25,000General Support for Purple Clinic
Kansas University Endowment Association
2330 Shawnee Mission ParkwayWestwoodKS66205480547734501(c)(3)$15,000General Support for University of Kansas Health System. Dr. Sherri L. Brown Oncology Medication
Urban Neighborhood Initiative refunded grant
2300 Main Street Suite 180Kansas CityMO64108421647159501(c)(3)-$5,098Refund of prior unused grant funds

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferencePart I, Line 2:FormAndLineReferenceDesc
ExplanationThe Menorah Heritage Foundation supports the Jewish Community Foundation of Greater Kansas City (referred to below as "Foundation"), which provides development, administrative, grant-making and educational services. Following is a description of the process followed by the foundation in its grants monitoring: before a grant is issued from any fund, the Foundation's staff reviews the grant recommendation for appropriateness, checking for such issues as the risk of personal benefit, proper authorization and grant approval. If necessary, staff will contact the fund representative to clarify those requests that might appear to involve personal benefits. As a safeguard, grants to charities that are known to provide benefits to their donors are sent with an accompanying letter warning the grantee that no personal benefits can be provided to anyone in exchange for the grant. If it comes the knowledge of the staff that a personal benefit was provided, then a grant refund is requested. Grant letters also specify the purpose of the grant, and where appropriate, the reporting responsibilities of the grantee. These reports are used to determine whether the grantee used the funds in the manner requested. the Foundation maintains a list of approved grantees that have had their 501(c)(3) status verified either by the IRS website list of charities or by written documentation received from the charity.ExplanationTxt

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (8 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
Form 990, Part VI, Section A, line 2Howard Mayer and Diane Azorsky are brother/sister
Form 990, Part VI, Section A, line 6See 7a explanation below
Form 990, Part VI, Section A, line 7aMembers of the supporting foundation fall into one of two classes, those representing the donor(s) and those representing the supported organization. Members of the donor class are elected by the donor(s); members of the supported organization class are elected by the supported organization. All members serve as trustees. The supported organization class must always have one more trustee than the donor class. At the annual meeting, the trustees elect officers to carry out the day to day business of the supporting organization. The term of service of officers is one year.
Form 990, Part VI, Section A, line 7bSee 7a explanation below
Form 990, Part VI, Section B, line 11bThe Form 990 is prepared by the Foundation's CPA and reviewed by the chief financial officer and executive director of the Jewish Community Foundation of Greater Kansas City.
Form 990, Part VI, Section B, line 12cIn May of each year the trustees are required to disclose on a form any organizations for which they or their spouses serve as trustees. In addition, before each vote to award grants, the trustees are asked to disclose whether they or their spouse serve on the grant applicant's board. Anyone who has such a conflict is asked not to vote.
Form 990, Part VI, Section C, line 19COPIES OF GOVERNING DOCUMENTS AND FINANCIAL INFORMATION ARE AVAILABLE UPON REQUEST.
Form 990, Part IX, line 11gAdministration fees: Program service expenses 0. Management and general expenses 64,992. Fundraising expenses 0. Total expenses 64,992. Other professional fees: Program service expenses 0. Management and general expenses 1,995. Fundraising expenses 0. Total expenses 1,995. Management and general: Program service expenses 0. Management and general expenses 245,755. Fundraising expenses 0. Total expenses 245,755.

Schedule R IRS990ScheduleR

Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp

Disregarded Entity Name DisregardedEntityName

FieldValueIRS element (for citing)
Business Name Line1Jewish Community Foundation of Greater KCBusinessNameLine1Txt

US Address USAddress

FieldValueIRS element (for citing)
Address Line15801 W 115th StreetAddressLine1Txt
CityOverland ParkCityNm
State AbbreviationKSStateAbbreviationCd
ZIP66211ZIPCd
FieldValueIRS element (for citing)
EIN436049281EIN
Primary ActivitiesFOUNDATIONPrimaryActivitiesTxt
Legal Domicile StateKSLegalDomicileStateCd
Exempt Code Section501(C)(3)ExemptCodeSectionTxt
Public Charity StatusLine 7PublicCharityStatusTxt
Direct Controlling NAN/ADirectControllingNACd
Controlled Organization0ControlledOrganizationInd
FieldValueIRS element (for citing)
Receipt Of Int Annts Rnts Rylts0ReceiptOfIntAnntsRntsRyltsInd
Gift Grnt Or Cap Contri To Oth Org0GiftGrntOrCapContriToOthOrgInd
Gift Grnt Cap Contri From Oth Org0GiftGrntCapContriFromOthOrgInd
Loans Or Guarantees To Other Org0LoansOrGuaranteesToOtherOrgInd
Loans Or Guarantees From Oth Org0LoansOrGuaranteesFromOthOrgInd
Div Related Organization0DivRelatedOrganizationInd
Asset Sale To Other Org0AssetSaleToOtherOrgInd
Asset Purchase From Other Org0AssetPurchaseFromOtherOrgInd
Asset Exchange0AssetExchangeInd
Rental Of Facilities To Oth Org0RentalOfFacilitiesToOthOrgInd
Rental Of Fclts From Oth Org0RentalOfFcltsFromOthOrgInd
Perform Of Services For Oth Org0PerformOfServicesForOthOrgInd
Perform Of Services By Other OrgYes (1)PerformOfServicesByOtherOrgInd
Sharing Of Facilities0SharingOfFacilitiesInd
Paid Employees Sharing0PaidEmployeesSharingInd
Reimbursement Paid To Other Org0ReimbursementPaidToOtherOrgInd
Reimbursement Paid By Other Org0ReimbursementPaidByOtherOrgInd
Transfer To Other Org0TransferToOtherOrgInd
Transfer From Other Org0TransferFromOtherOrgInd

Transactions Related Org TransactionsRelatedOrgGrp

Other Organization Name OtherOrganizationName

FieldValueIRS element (for citing)
Business Name Line1Jewish Community Foundation of Greater KCBusinessNameLine1Txt
FieldValueIRS element (for citing)
Transaction TypeMTransactionTypeTxt
Involved$310,747InvolvedAmt
Method Of Amount DeterminationCash paidMethodOfAmountDeterminationTxt