HOUSTON JEWISH COMMUNITY FOUNDATION: Form 990, tax year 2009
View the entire original 990 at ProPublica ↗
- Organization
- HOUSTON JEWISH COMMUNITY FOUNDATION (EIN 76-0187329)
- Tax period
- 2009-09-01 to 2010-08-31
- Filed
- 2011-07-14
- IRS object ID
- 201141959349300209
- Schema version
- 2009v1.7
- 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 I
- Schedule J
- Schedule M
- Schedule O
- Schedule R
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2011-07-14T08:25:18-07:00 | Timestamp |
| Tax Period End Date | 2010-08-31 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Blazek & Vetterling | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2900 Weslayan Suite 200 | AddressLine1 |
| City | Houston | City |
| State | TX | State |
| ZIP Code | 770275132 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnType |
| Tax Period Begin Date | 2009-09-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 760187329 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Houston Jewish Community Foundation | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | HOUS | NameControl |
| Phone | 7137297000 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 5603 South Braeswood Blvd | AddressLine1 |
| City | Houston | City |
| State | TX | State |
| ZIP Code | 77096 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | Mary Ward-Hecksel | Name |
| Title | Sr VP / CFO | Title |
| Date Signed | 2011-07-14 | DateSigned |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | Jody Blazek | Name |
| Phone | 7134395739 | Phone |
| Self Employed | X | SelfEmployed |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2009 | TaxYear |
| Build TS | 2016-02-24 21:20:13Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Principal Officer Person | Mary Ward-Hecksel | NameOfPrincipalOfficerPerson |
Address Principal Officer US AddressPrincipalOfficerUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 5603 South Braeswood Blvd | AddressLine1 |
| City | Houston | City |
| State | TX | State |
| ZIP Code | 77096 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | 19352296 | GrossReceipts |
| Group Return For Affiliates | false | GroupReturnForAffiliates |
| All Affiliates Included | false | AllAffiliatesIncluded |
| Organization501c | X | Organization501c |
| Web Site | www.houstonjewish.org | WebSite |
| Type Of Organization Corporation | X | TypeOfOrganizationCorporation |
| Year Formation | 1985 | YearFormation |
| State Legal Domicile | TX | StateLegalDomicile |
| Activity Or Mission Description | Houston Jewish Community Foundation is organized exclusively for charitable, educational, and religious purposes to conduct & support activities for the benefit of or to carry out the purpose of the Jewish Federation of Greater Houston. | ActivityOrMissionDescription |
| Nbr Voting Members Governing Body | 37 | NbrVotingMembersGoverningBody |
| Nbr Independent Voting Members | 37 | NbrIndependentVotingMembers |
| Total Nbr Employees | 4 | TotalNbrEmployees |
| Total Nbr Volunteers | 50 | TotalNbrVolunteers |
| Total Gross UBI | 273057 | TotalGrossUBI |
| Net Unrelated Business Txbl Income | 226167 | NetUnrelatedBusinessTxblIncome |
| Contributions Grants Prior Year | 3918023 | ContributionsGrantsPriorYear |
| Contributions Grants Current Year | 8687778 | ContributionsGrantsCurrentYear |
| Program Service Revenue Prior Year | 122191 | ProgramServiceRevenuePriorYear |
| Program Service Revenue CY | 152181 | ProgramServiceRevenueCY |
| Investment Income Prior Year | -1787701 | InvestmentIncomePriorYear |
| Investment Income Current Year | -368446 | InvestmentIncomeCurrentYear |
| Other Revenue Prior Year | 1356658 | OtherRevenuePriorYear |
| Other Revenue Current Year | 788642 | OtherRevenueCurrentYear |
| Total Revenue Prior Year | 3609171 | TotalRevenuePriorYear |
| Total Revenue Current Year | 9260155 | TotalRevenueCurrentYear |
| Grants And Similar Amnts Prior Year | 6845497 | GrantsAndSimilarAmntsPriorYear |
| Grants And Similar Amnts CY | 10723266 | GrantsAndSimilarAmntsCY |
| Benefits Paid To Members CY | 0 | BenefitsPaidToMembersCY |
| Salaries Etc Prior Year | 407036 | SalariesEtcPriorYear |
| Salaries Etc Current Year | 343150 | SalariesEtcCurrentYear |
| Total Prof Fundrsng Exp CY | 0 | TotalProfFundrsngExpCY |
| Total Fundrsng Exp Current Year | 139338 | TotalFundrsngExpCurrentYear |
| Other Expense Prior Year | 335039 | OtherExpensePriorYear |
| Other Expenses Current Year | 394304 | OtherExpensesCurrentYear |
| Total Expenses Prior Year | 7587572 | TotalExpensesPriorYear |
| Total Expenses Current Year | 11460720 | TotalExpensesCurrentYear |
| Revenues Less Expenses Prior Year | -3978401 | RevenuesLessExpensesPriorYear |
| Revenues Less Expenses CY | -2200565 | RevenuesLessExpensesCY |
| Total Assets BOY | 62718396 | TotalAssetsBOY |
| Total Assets EOY | 64988288 | TotalAssetsEOY |
| Total Liabilities BOY | 16743423 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 18590248 | TotalLiabilitiesEOY |
| Net Assets Or Fund Balances BOY | 45974973 | NetAssetsOrFundBalancesBOY |
| Net Assets Or Fund Balances EOY | 46398040 | NetAssetsOrFundBalancesEOY |
| Mission Description | 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. | MissionDescription |
| Significant New Program Services | false | SignificantNewProgramServices |
| Significant Change | false | SignificantChange |
| Expense | 10752598 | Expense |
| Grants | 10723266 | Grants |
| Revenue | 152181 | Revenue |
| Description | The Houston Jewish Community Foundation was established in 1985 and has helped individuals and families alike achieve their philanthropic dreams by enabling them to ensure that the communitys needs are met now, and for generations to come in lasting and meaningful ways. Now, over twenty years later, the Foundation manages over $100 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 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 oversees prudent management of the funds. 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, endowments, and trusts. The Foundation is able to offer donors an outlet for community involvement while providing them with significant tax savings and freeing them from record keeping and reporting responsibilities. The Houston Jewish Community Foundation benefits from the experience and dedication of local community members. Lawyers, accountants, bankers, estate planners, financial planners, investment advisors, tax counselors, trust officers, life insurance experts and other professionals provide expert counsel through our Professional Advisory Committee and various other committees. | Description |
| Total Program Service Expense | 10752598 | TotalProgramServiceExpense |
| Described In501 C3 | true | DescribedIn501C3 |
| Schedule B Required | true | ScheduleBRequired |
| Political Activities | false | PoliticalActivities |
| Lobbying Activities | false | LobbyingActivities |
| Subject To Proxy Tax | false | SubjectToProxyTax |
| Donor Advised Funds | true | DonorAdvisedFunds |
| Conservation Easements | false | ConservationEasements |
| Collections Of Art | false | CollectionsOfArt |
| Credit Counseling | false | CreditCounseling |
| Term Or Permanent Endowments | true | TermOrPermanentEndowments |
| Balance Sheet Amounts Reported | true | BalanceSheetAmountsReported |
| Independent Audit Financial Stmt | false | IndependentAuditFinancialStmt |
| Consolidated Audit Financial Stmt | true | ConsolidatedAuditFinancialStmt |
| School | false | School |
| Foreign Office | false | ForeignOffice |
| Foreign Activities | false | ForeignActivities |
| More Than5000 K To Organizations | false | MoreThan5000KToOrganizations |
| More Than5000 K To Individuals | false | MoreThan5000KToIndividuals |
| Professional Fundraising | false | ProfessionalFundraising |
| Fundraising Activities | false | FundraisingActivities |
| Gaming | false | Gaming |
| Hospital | false | Hospital |
| Grants To Organizations | true | GrantsToOrganizations |
| Grants To Individuals | false | GrantsToIndividuals |
| Schedule J Required | true | ScheduleJRequired |
| Tax Exempt Bonds | false | TaxExemptBonds |
| Invest Tax Exempt Bonds | false | InvestTaxExemptBonds |
| Escrow Account | false | EscrowAccount |
| On Behalf Of Issuer | false | OnBehalfOfIssuer |
| Excess Benefit Transaction | false | ExcessBenefitTransaction |
| Prior Excess Benefit Transaction | false | PriorExcessBenefitTransaction |
| Loan To Officer Or DQP | false | LoanToOfficerOrDQP |
| Grant To Related Person | false | GrantToRelatedPerson |
| Bsnss Rltnshp With Organization | false | BsnssRltnshpWithOrganization |
| Bsnss Rltnshp Thru Family Member | false | BsnssRltnshpThruFamilyMember |
| Officer Entity With Bsnss Rltnshp | false | OfficerEntityWithBsnssRltnshp |
| Deductible Non Cash Contributions | true | DeductibleNonCashContributions |
| Deductible Contributions Of Art | false | DeductibleContributionsOfArt |
| Terminated | false | Terminated |
| Partial Liquidation | false | PartialLiquidation |
| Disregarded Entity | true | DisregardedEntity |
| Related Entity | true | RelatedEntity |
| Related Org Controlled Entity | false | RelatedOrgControlledEntity |
| Transfers To Exempt Non Chrtbl Org | false | TransfersToExemptNonChrtblOrg |
| Activities Conducted Partnership | false | ActivitiesConductedPartnership |
| Schedule O Required | true | ScheduleORequired |
| Number Forms Transmitted With1096 | 0 | NumberFormsTransmittedWith1096 |
| Number W2 G Included | 0 | NumberW2GIncluded |
| Compliance With Backup Witholding | false | ComplianceWithBackupWitholding |
| Number Of Employees | 4 | NumberOfEmployees |
| Employment Tax Returns Filed | true | EmploymentTaxReturnsFiled |
| Unrelated Business Income | true | UnrelatedBusinessIncome |
| Form990-T Filed | true | Form990-TFiled |
| Foreign Financial Account | false | ForeignFinancialAccount |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTrans |
| Taxable Party Notification | false | TaxablePartyNotification |
| Form8886 T Filed | false | Form8886TFiled |
| Non Deductible Contributions | false | NonDeductibleContributions |
| Non Deductible Disclosure | false | NonDeductibleDisclosure |
| Quid Pro Quo Contributions | false | QuidProQuoContributions |
| Quid Pro Quo Disclosure | false | QuidProQuoDisclosure |
| Form8282 Property Disposed Of | true | Form8282PropertyDisposedOf |
| Number Of8282 Filed | 1 | NumberOf8282Filed |
| Funds To Pay Premiums | false | FundsToPayPremiums |
| Premiums Paid | false | PremiumsPaid |
| Form8899 Filed | false | Form8899Filed |
| Form1098 C Filed | false | Form1098CFiled |
| Excess Business Holdings | false | ExcessBusinessHoldings |
| Taxable Distributions | false | TaxableDistributions |
| Distribution To Donor | false | DistributionToDonor |
| Filed Lieu1041 | false | FiledLieu1041 |
| Nbr Voting Governing Body Members | 37 | NbrVotingGoverningBodyMembers |
| Number Independent Voting Members | 37 | NumberIndependentVotingMembers |
| Family Or Business Relationship | true | FamilyOrBusinessRelationship |
| Delegation Of Management Duties | false | DelegationOfManagementDuties |
| Changes To Organizing Docs | false | ChangesToOrganizingDocs |
| Material Diversion Or Misuse | false | MaterialDiversionOrMisuse |
| Members Or Stockholders | false | MembersOrStockholders |
| Election Of Board Members | false | ElectionOfBoardMembers |
| Decisions Subject To Approval | false | DecisionsSubjectToApproval |
| Minutes Of Governing Body | true | MinutesOfGoverningBody |
| Minutes Of Committees | true | MinutesOfCommittees |
| Officer Mailing Address | false | OfficerMailingAddress |
| Local Chapters | false | LocalChapters |
| Policies Reference Chapters | false | PoliciesReferenceChapters |
| Form990 Provided To Governing Body | true | Form990ProvidedToGoverningBody |
| Conflict Of Interest Policy | true | ConflictOfInterestPolicy |
| Annual Disclosure Covered Persons | true | AnnualDisclosureCoveredPersons |
| Regular Monitoring Enforcement | true | RegularMonitoringEnforcement |
| Whistleblower Policy | true | WhistleblowerPolicy |
| Document Retention Policy | true | DocumentRetentionPolicy |
| Compensation Process CEO | true | CompensationProcessCEO |
| Compensation Process Other | true | CompensationProcessOther |
| Investment In Joint Venture | false | InvestmentInJointVenture |
| Written Policy Or Procedure | false | WrittenPolicyOrProcedure |
| Upon Request | X | UponRequest |
The Books Are In Care Of TheBooksAreInCareOf
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Person | Mary Ward-Hecksel | NamePerson |
| Telephone Number | 7137297000 | TelephoneNumber |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 5603 South Braeswood | AddressLine1 |
| City | Houston | City |
| State | TX | State |
| ZIP Code | 77096 | ZIPCode |
Form990 Part VII Section A Form990PartVIISectionA (40 entries)
| TitleTitle | Average Hours Per WeekAverageHoursPerWeek | Individual Trustee Or DirectorIndividualTrusteeOrDirector | Reportable Comp From OrganizationReportableCompFromOrganization | Reportable Comp From Related OrgsReportableCompFromRelatedOrgs | Other CompensationOtherCompensation | OfficerOfficer |
|---|---|---|---|---|---|---|
| William J Goldberg | ||||||
| Trustee | 1.00 | X | 0 | 0 | 0 | |
| Tom Samuels | ||||||
| Trustee | 1.00 | X | 0 | 0 | 0 | |
| Steven Graubart | ||||||
| Trustee | 1.00 | X | 0 | 0 | 0 | |
| Stephen M Kaufman | ||||||
| Trustee | 1.00 | X | 0 | 0 | 0 | |
| Stephen Brown | ||||||
| Trustee | 1.00 | X | 0 | 0 | 0 | |
| Stephen Breslauer | ||||||
| Trustee | 1.00 | X | 0 | 0 | 0 | |
| Russ Robinson | ||||||
| Trustee | 1.00 | X | 0 | 0 | 0 | |
| Robin Stein | ||||||
| Trustee | 1.00 | X | 0 | 0 | 0 | |
| Roberta Herman | ||||||
| Executive Direc | 40.00 | 91055 | 0 | 12138 | X | |
| Robert E Lapin | ||||||
| Trustee | 1.00 | X | 0 | 0 | 0 | |
| Richard Stein | ||||||
| Trustee | 1.00 | X | 0 | 0 | 0 | |
| Nat Levy | ||||||
| Secretary | 1.00 | X | 0 | 0 | 0 | X |
| Milton Frankfort | ||||||
| Trustee | 1.00 | X | 0 | 0 | 0 | |
| Michael Rubenstein | ||||||
| Vice Chair | 1.00 | X | 0 | 0 | 0 | X |
| Mary Ward-Hecksel | ||||||
| Sr. VP / CFO | 40.00 | 0 | 130388 | 19951 | X | |
| Mark Brookner | ||||||
| Trustee | 1.00 | X | 0 | 0 | 0 | |
| Margo Ackerman | ||||||
| Trustee | 1.00 | X | 0 | 0 | 0 | |
| Linda Susman | ||||||
| Trustee | 1.00 | X | 0 | 0 | 0 | |
| Leonard Goldstein | ||||||
| Trustee | 1.00 | X | 0 | 0 | 0 | |
| Lee Wunsch | ||||||
| President | 40.00 | 0 | 228699 | 53674 | X | |
| Lauren Blachman | ||||||
| Trustee | 1.00 | X | 0 | 0 | 0 | |
| Joel Spira | ||||||
| Trustee | 1.00 | X | 0 | 0 | 0 | |
| Joe Williams | ||||||
| Trustee | 1.00 | X | 0 | 0 | 0 | |
| Jay Kaplan | ||||||
| Treasurer | 1.00 | X | 0 | 0 | 0 | X |
| J Victor Samuels | ||||||
| Trustee | 1.00 | X | 0 | 0 | 0 | |
| H Fred Levine | ||||||
| Trustee | 1.00 | X | 0 | 0 | 0 | |
| Gerald Rauch | ||||||
| Trustee | 1.00 | X | 0 | 0 | 0 | |
| Gerald Merfish | ||||||
| Trustee | 1.00 | X | 0 | 0 | 0 | |
| Esther Polland | ||||||
| Trustee | 1.00 | X | 0 | 0 | 0 | |
| Ed Schreiber | ||||||
| Trustee | 1.00 | X | 0 | 0 | 0 | |
| Donald M Graubart | ||||||
| Trustee | 1.00 | X | 0 | 0 | 0 | |
| Donald Freedman | ||||||
| Trustee | 1.00 | X | 0 | 0 | 0 | |
| Dan Gordon | ||||||
| Trustee | 1.00 | X | 0 | 0 | 0 | |
| Buster Freedman | ||||||
| Trustee | 1.00 | X | 0 | 0 | 0 | |
| Benjamin Warren | ||||||
| Trustee | 1.00 | X | 0 | 0 | 0 | |
| Ben Rosenberg | ||||||
| Chair | 5.00 | X | 0 | 0 | 0 | X |
| Ben Guefen | ||||||
| Trustee | 1.00 | X | 0 | 0 | 0 | |
| Barry Lewis | ||||||
| Trustee | 1.00 | X | 0 | 0 | 0 | |
| Ann Baker-Ronn | ||||||
| Trustee | 1.00 | X | 0 | 0 | 0 | |
| Alan F Levin | ||||||
| Trustee | 1.00 | X | 0 | 0 | 0 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | 91055 | TotalReportableCompFromOrg |
| Total Reportable Comp Frm Rltd Orgs | 359087 | TotalReportableCompFrmRltdOrgs |
| Total Other Compensation | 85763 | TotalOtherCompensation |
| Number Individuals GT100 K | 0 | NumberIndividualsGT100K |
| Formers Listed | false | FormersListed |
| Total Comp GT150 K | true | TotalCompGT150K |
| Compensation From Other Sources | false | CompensationFromOtherSources |
| Number Of Contractors GT100 K | 0 | NumberOfContractorsGT100K |
| All Other Contributions | 8687778 | AllOtherContributions |
| Noncash Contributions | 2167011 | NoncashContributions |
| Total Contributions | 8687778 | TotalContributions |
Program Service Revenue ProgramServiceRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | Administrative fees | Description |
| Business Code | 561000 | BusinessCode |
| Total Revenue Column | 152181 | TotalRevenueColumn |
| Related Or Exempt Function Income | 152181 | RelatedOrExemptFunctionIncome |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | 152181 | TotalProgramServiceRevenue |
Investment Income InvestmentIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 474593 | TotalRevenueColumn |
| Exclusion | $474,593 | ExclusionAmount |
Income From Invest Bond Proceeds IncomeFromInvestBondProceeds
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 0 | TotalRevenueColumn |
Royalties Revenue RoyaltiesRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 6654 | TotalRevenueColumn |
| Exclusion | $6,654 | ExclusionAmount |
Net Rental Income Or Loss NetRentalIncomeOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 0 | TotalRevenueColumn |
Gross Amount Sales Assets GrossAmountSalesAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 9194209 | Securities |
| Other | 54893 | Other |
Less Cost Oth Basis Sales Expenses LessCostOthBasisSalesExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 10092141 | Securities |
Gain Or Loss GainOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | -897932 | Securities |
| Other | 54893 | Other |
Net Gain Or Loss Investments NetGainOrLossInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -843039 | TotalRevenueColumn |
| Exclusion | -$843,039 | ExclusionAmount |
Net Income From Fundraising Events NetIncomeFromFundraisingEvents
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 0 | TotalRevenueColumn |
Net Income From Gaming NetIncomeFromGaming
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 0 | TotalRevenueColumn |
Net Income Or Loss NetIncomeOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 0 | TotalRevenueColumn |
Other Revenue Misc OtherRevenueMisc (3 entries)
| DescriptionDescription | Business CodeBusinessCode | Total Revenue ColumnTotalRevenueColumn | Unrelated Business RevenueUnrelatedBusinessRevenue | ExclusionExclusionAmount |
|---|---|---|---|---|
| Partnership distrib | 900099 | 621254 | 273057 | $348,197 |
| Insurance Proceeds | 900099 | 37044 | $37,044 | |
| Adjust CSV insurance | 900099 | 123690 | $123,690 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Revenue | 781988 | TotalOtherRevenue |
Total Revenue TotalRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 9260155 | TotalRevenueColumn |
| Related Or Exempt Function Income | 152181 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | 273057 | UnrelatedBusinessRevenue |
| Exclusion | $147,139 | ExclusionAmount |
Grants To Domestic Orgs GrantsToDomesticOrgs
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 10723266 | Total |
| Program Services | 10723266 | ProgramServices |
Grants To Domestic Individuals GrantsToDomesticIndividuals
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Foreign Grants ForeignGrants
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Benefits To Members BenefitsToMembers
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Comp Current Officers Directors CompCurrentOfficersDirectors
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 103193 | Total |
| Program Services | 4798 | ProgramServices |
| Management And General | 69645 | ManagementAndGeneral |
| Fundraising | 28750 | Fundraising |
Comp Disqual Persons CompDisqualPersons
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Other Salaries And Wages OtherSalariesAndWages
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 174891 | Total |
| Program Services | 8117 | ProgramServices |
| Management And General | 118034 | ManagementAndGeneral |
| Fundraising | 48740 | Fundraising |
Pension Plan Contributions PensionPlanContributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 17706 | Total |
| Program Services | 885 | ProgramServices |
| Management And General | 11863 | ManagementAndGeneral |
| Fundraising | 4958 | Fundraising |
Other Employee Benefits OtherEmployeeBenefits
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 26335 | Total |
| Program Services | 1317 | ProgramServices |
| Management And General | 17644 | ManagementAndGeneral |
| Fundraising | 7374 | Fundraising |
Payroll Taxes PayrollTaxes
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 21025 | Total |
| Program Services | 1051 | ProgramServices |
| Management And General | 14087 | ManagementAndGeneral |
| Fundraising | 5887 | Fundraising |
Fees For Services Management FeesForServicesManagement
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Fees For Services Legal FeesForServicesLegal
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 236 | Total |
| Management And General | 236 | ManagementAndGeneral |
Fees For Services Accounting FeesForServicesAccounting
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 22952 | Total |
| Management And General | 22952 | ManagementAndGeneral |
Fees For Services Lobbying FeesForServicesLobbying
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Fees For Services Prof Fundraising FeesForServicesProfFundraising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Fees For Services Invst Mgmnt Fees FeesForServicesInvstMgmntFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Fees For Services Other FeesForServicesOther
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 11696 | Total |
| Management And General | 11696 | ManagementAndGeneral |
Advertising Advertising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 4857 | Total |
| Fundraising | 4857 | Fundraising |
Office Expenses OfficeExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 13263 | Total |
| Program Services | 1860 | ProgramServices |
| Management And General | 6018 | ManagementAndGeneral |
| Fundraising | 5385 | Fundraising |
Information Technology InformationTechnology
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 9246 | Total |
| Program Services | 4817 | ProgramServices |
| Management And General | 4429 | ManagementAndGeneral |
Royalties Royalties
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Occupancy Occupancy
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 26584 | Total |
| Program Services | 6487 | ProgramServices |
| Management And General | 13610 | ManagementAndGeneral |
| Fundraising | 6487 | Fundraising |
Travel Travel
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Travel Entrtnmnt Public Officials TravelEntrtnmntPublicOfficials
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Conferences Meetings ConferencesMeetings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 2220 | Total |
| Fundraising | 2220 | Fundraising |
Interest Interest
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Payments To Affiliates PaymentsToAffiliates
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Depreciation Depletion DepreciationDepletion
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Insurance Insurance
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 193630 | Total |
| Management And General | 193630 | ManagementAndGeneral |
Other Expenses OtherExpenses (3 entries)
| DescriptionDescription | TotalTotal | Management And GeneralManagementAndGeneral | FundraisingFundraising |
|---|---|---|---|
| Unrelated Business Tax | 84093 | 84093 | |
| Other expenses | 2387 | 847 | 1540 |
| Events & programs | 23140 | 23140 |
All Other Expenses AllOtherExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Total Functional Expenses TotalFunctionalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 11460720 | Total |
| Program Services | 10752598 | ProgramServices |
| Management And General | 568784 | ManagementAndGeneral |
| Fundraising | 139338 | Fundraising |
Cash Non Interest Bearing CashNonInterestBearing
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 70154 | BOY |
| EOY | 64586 | EOY |
Savings And Temp Cash Investments SavingsAndTempCashInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1820615 | BOY |
| EOY | 3831853 | EOY |
Pledges And Grants Receivable PledgesAndGrantsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 55800 | BOY |
| EOY | 42300 | EOY |
Accounts Receivable AccountsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 178234 | BOY |
| EOY | 33316 | EOY |
Receivables From Officers Etc ReceivablesFromOfficersEtc
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | 0 | EOY |
Receivables From Disqual Persons ReceivablesFromDisqualPersons
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | 0 | EOY |
Other Notes Loans Receivable Net OtherNotesLoansReceivableNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | 61819 | EOY |
Inventories For Sale Or Use InventoriesForSaleOrUse
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | 0 | EOY |
Prepaid Expenses Deferred Charges PrepaidExpensesDeferredCharges
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | 0 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Buildings Equipment Basis | 44549 | LandBuildingsEquipmentBasis |
| Land Bldg Equipment Accum Deprec | 26749 | LandBldgEquipmentAccumDeprec |
Land Buildings Equipment Basis Net LandBuildingsEquipmentBasisNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 17800 | BOY |
| EOY | 17800 | EOY |
Investments Pub Traded Securities InvestmentsPubTradedSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 43288879 | BOY |
| EOY | 48803818 | EOY |
Investments Other Securities InvestmentsOtherSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 15687713 | BOY |
| EOY | 10437713 | EOY |
Investments Program Related InvestmentsProgramRelated
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | 0 | EOY |
Intangible Assets IntangibleAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | 0 | EOY |
Other Assets Total OtherAssetsTotal
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1599201 | BOY |
| EOY | 1695083 | EOY |
Total Assets TotalAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 62718396 | BOY |
| EOY | 64988288 | EOY |
Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 33879 | BOY |
| EOY | 51419 | EOY |
Grants Payable GrantsPayable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 53892 | BOY |
| EOY | 6800 | EOY |
Other Liabilities OtherLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 16655652 | BOY |
| EOY | 18532029 | EOY |
Total Liabilities TotalLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 16743423 | BOY |
| EOY | 18590248 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Follow SFAS117 | X | FollowSFAS117 |
Unrestricted Net Assets UnrestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 43794541 | BOY |
| EOY | 44187332 | EOY |
Temporarily Restricted Net Assets TemporarilyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 81340 | BOY |
| EOY | 111616 | EOY |
Permanently Restricted Net Assets PermanentlyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 2099092 | BOY |
| EOY | 2099092 | EOY |
Total Net Assets Fund Balances TotalNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 45974973 | BOY |
| EOY | 46398040 | EOY |
Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 62718396 | BOY |
| EOY | 64988288 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Method Of Accounting Accrual | X | MethodOfAccountingAccrual |
| Accountant Compile Or Review | false | AccountantCompileOrReview |
| FS Audited | true | FSAudited |
| Audit Committee | true | AuditCommittee |
| Financial Statement Consolidated | X | FinancialStatementConsolidated |
| Federal Grant Audit Required | false | FederalGrantAuditRequired |
| Federal Grant Audit Performed | false | FederalGrantAuditPerformed |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Publicly Supported Org170b1 Avi | X | PubliclySupportedOrg170b1Avi |
Gifts Grants Contrib Received170 GiftsGrantsContribReceived170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 12472500 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 14990654 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 10160126 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 3918023 | CurrentTaxYearMinus1Year |
| Current Tax Year | 8687778 | CurrentTaxYear |
| Total | 50229081 | Total |
Tax Rev Levied For Org Benefit170 TaxRevLeviedForOrgBenefit170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Value Srvc Fclts Furnished By Govt ValueSrvcFcltsFurnishedByGovt
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Total170 Total170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 12472500 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 14990654 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 10160126 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 3918023 | CurrentTaxYearMinus1Year |
| Current Tax Year | 8687778 | CurrentTaxYear |
| Total | 50229081 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Amounts Subst Contributors Total | 8650694 | AmountsSubstContributorsTotal |
| Public Support Total170 | 41578387 | PublicSupportTotal170 |
Gross Investment Income170 GrossInvestmentIncome170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 720580 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 1317173 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 2306331 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 1397501 | CurrentTaxYearMinus1Year |
| Current Tax Year | 481247 | CurrentTaxYear |
| Total | 6222832 | Total |
Net UBI NetUBI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus3 Years | 3401716 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 78923 | CurrentTaxYearMinus2Years |
| Current Tax Year | 226167 | CurrentTaxYear |
| Total | 3706806 | Total |
Other Income170 OtherIncome170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 76492 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 92924 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 126648 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 169633 | CurrentTaxYearMinus1Year |
| Current Tax Year | 160734 | CurrentTaxYear |
| Total | 626431 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | 60785150 | TotalSupport |
| Gross Receipts From Admissions Etc | 536601 | GrossReceiptsFromAdmissionsEtc |
| Public Support Pertcentage170 | 0.68400 | PublicSupportPertcentage170 |
| Public Support Pertcent Prior Year | 0.65550 | PublicSupportPertcentPriorYear |
| Thirty Three Percnt Tests CY170 | X | ThirtyThreePercntTestsCY170 |
Schedule B IRS990ScheduleB
Contributor Info ContributorInfo
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor Number | RESTRICTED | ContributorNumber |
Contributor Name Business ContributorNameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor Address US ContributorAddressUS
| 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) |
|---|---|---|
| Aggregate Contributions | RESTRICTED | AggregateContributions |
Schedule D IRS990ScheduleD
| Field | Value | IRS element (for citing) |
|---|---|---|
| Number DA Fs Held | 251 | NumberDAFsHeld |
| Donor Advised Contributions | 7980332 | DonorAdvisedContributions |
| Grants Paid From Donor Funds | 10252637 | GrantsPaidFromDonorFunds |
| Aggregate DAF Value | 36392323 | AggregateDAFValue |
| Disclosed Orgs Legal Control | true | DisclosedOrgsLegalControl |
| Disclosed For Charitable Purposes | true | DisclosedForCharitablePurposes |
Current Year CurrentYear
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 45974975 | BeginningOfYearBalance |
| Contributions | 8931898 | Contributions |
| Investment Earnings Or Losses | 2951888 | InvestmentEarningsOrLosses |
| Grants Or Scholarships | 10752598 | GrantsOrScholarships |
| Administrative Expenses | 708123 | AdministrativeExpenses |
| End Of Year Balance | 46398040 | EndOfYearBalance |
Current Year Minus1 Year CurrentYearMinus1Year
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 51644357 | BeginningOfYearBalance |
| Contributions | 3918023 | Contributions |
| Investment Earnings Or Losses | -1999833 | InvestmentEarningsOrLosses |
| Grants Or Scholarships | 6845497 | GrantsOrScholarships |
| Other Expenditures | 50061 | OtherExpenditures |
| Administrative Expenses | 692014 | AdministrativeExpenses |
| End Of Year Balance | 45974975 | EndOfYearBalance |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated EOY Balance | 0.95480 | BoardDesignatedEOYBalance |
| Permanent Endowment EOY Balance | 0.04520 | PermanentEndowmentEOYBalance |
| Endowments Held By Unrelated Orgs | false | EndowmentsHeldByUnrelatedOrgs |
| Endowments Held By Related Orgs | false | EndowmentsHeldByRelatedOrgs |
| Are Related Orgs Listed Schedule R | false | AreRelatedOrgsListedScheduleR |
Land Land
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Cost Or Other Basis | 17800 | InvestmentCostOrOtherBasis |
| Book Value | 17800 | BookValue |
Equipment Equipment
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 26749 | OtherCostOrOtherBasis |
| Depreciation | 26749 | Depreciation |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Land Buildings | 17800 | TotalOfBookValueLandBuildings |
Closely Held Equity Interests CloselyHeldEquityInterests
| Field | Value | IRS element (for citing) |
|---|---|---|
| Book Value | 6504980 | BookValue |
| Method Of Valuation | F | MethodOfValuation |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Securities | 10437713 | TotalOfBookValueSecurities |
Other Liabilities OtherLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | Funds held for others | Description |
| Amount | $18,532,029 | Amount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Amounts | 18532029 | TotalOfAmounts |
Form990 Schedule D Part XIV Form990ScheduleDPartXIV
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | Part V, Line 4 | Identifier |
| Return Reference | Part V, Line 4: Intended uses of the endowment fund. | ReturnReference |
| Explanation | The Houston Jewish Community Foundation holds funds to support the mission of the Jewish Federation of Greater Houston to preserve and enrich Jewish communal life through innovative and visionary leadership that is responsive and responsible to Jewish communities locally, nationally, in Israel, and around the world. | Explanation |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Records Maintained | true | RecordsMaintained |
Recipient Table RecipientTable (86 entries)
| Address Line1AddressUS/AddressLine1 | CityAddressUS/City | StateAddressUS/State | ZIP CodeAddressUS/ZIPCode | EIN Of RecipientEINOfRecipient | IRC SectionIRCSection | Amount Of Cash GrantAmountOfCashGrant | Amount Of Non Cash AssistanceAmountOfNonCashAssistance | Purpose Of GrantPurposeOfGrant |
|---|---|---|---|---|---|---|---|---|
| Young Israel of Houston | ||||||||
| 7823 Ludington | Houston | TX | 77071 | 760194623 | 501(c)(3) | 7234 | 0 | Annual Support |
| Yeshiva University | ||||||||
| 500 West 185th Street 725 | New York | NY | 10033 | 131624225 | 501(c)(3) | 199850 | 0 | General Support |
| Yale University | ||||||||
| P O Box 803 | New Haven | CT | 06503 | 060646973 | 501(c)(3) | 5100 | 0 | General Support |
| Wm Marsh Rice University | ||||||||
| PO Box 1892 | Houston | TX | 77251 | 741109620 | 501(c)(3) | 39480 | 0 | General Support |
| UT MD Anderson Hospital | ||||||||
| PO Box 4486 | Houston | TX | 77210 | 746000203 | 501(c)(3) | 45382 | 0 | General Support |
| UT Law School Foundation | ||||||||
| 727 E Dean Keeton Street | Austin | TX | 78705 | 746056794 | 501(c)(3) | 17650 | 0 | General Support |
| UT Health Science Center | ||||||||
| 7000 Fannin UCT - 1280 | Houston | TX | 77030 | 741761309 | 501(c)(3) | 16250 | 0 | General Support |
| University of Texas at Austin | ||||||||
| PO Box 7458 | Austin | TX | 78713 | 746000203 | 501(c)(3) | 5102 | 0 | General Support |
| University of Pennsylvania | ||||||||
| 433 Franklin Bldg | Philadelphia | PA | 19104 | 231352685 | 501(c)(3) | 25250 | 0 | General Support |
| University of Houston Law Fdn | ||||||||
| 4800 Calhoun Krost Hall | Houston | TX | 77004 | 741732551 | 501(c)(3) | 11000 | 0 | General Support |
| University of Houston | ||||||||
| 400 E Cullen Building | Houston | TX | 77204 | 746001399 | 501(c)(3) | 462164 | 0 | General Support |
| United Way-Texas Gulf Coast | ||||||||
| PO Box 3247 | Houston | TX | 77253 | 741167964 | 501(c)(3) | 47000 | 0 | General Support |
| United Orthodox Synagogues | ||||||||
| 9001 Greenwillow | Houston | TX | 77096 | 741400815 | 501(c)(3) | 24577 | 0 | Annual Support |
| United Jewish Campaign | ||||||||
| 5603 S Braeswood Blvd | Houston | TX | 77096 | 741109654 | 501(c)(3) | 1916427 | 0 | Annual Campaign |
| Union for Reform Judaism | ||||||||
| 633 Third Ave | New York | NY | 10017 | 131663143 | 501(c)(3) | 12800 | 0 | General Support |
| Tulane University | ||||||||
| 2510 Calhoun Street | New Orleans | LA | 70118 | 720423889 | 501(c)(3) | 19767 | 0 | General Support |
| TORCH | ||||||||
| 10101 Fondren 515 | Houston | TX | 77096 | 742887729 | 501(c)(3) | 28826 | 0 | General Support |
| TIKVA | ||||||||
| 40 West 23rd St | New York | NY | 10010 | 223779212 | 501(c)(3) | 50000 | 0 | General Support |
| Texas Hillel | ||||||||
| 2105 San Antonio Street | Austin | TX | 78705 | 521225987 | 501(c)(3) | 17197 | 0 | General Support |
| Texas Heart Institute | ||||||||
| PO Box 20345 | Houston | TX | 77225 | 746053200 | 501(c)(3) | 25000 | 0 | General Support |
| Texas Childrens Hospital | ||||||||
| 1919 S Braeswood 5th Floor | Houston | TX | 77030 | 741100555 | 501(c)(3) | 40200 | 0 | General Support |
| Temple Beth El | ||||||||
| 211 Belknap Place | San Antonio | TX | 78212 | 742481245 | 501(c)(3) | 8212 | 0 | General Support |
| Spring Branch Ed Foundation | ||||||||
| 955 Campbell Rd Suite 206 | Houston | TX | 77024 | 760392316 | 501(c)(3) | 22500 | 0 | General Support |
| Seven Acres Jewish Sen Care | ||||||||
| 6200 N Braeswood Blvd | Houston | TX | 77074 | 741143086 | 501(c)(3) | 97338 | 0 | General Support |
| Sephardic Gan Inc | ||||||||
| 9730 Hillcroft | Houston | TX | 77096 | 201354171 | 501(c)(3) | 16460 | 0 | General Support |
| Santa Fe Art Institute | ||||||||
| 1600 St Michaels Drive | Santa Fe | NM | 87505 | 850404277 | 501(c)(3) | 12000 | 0 | General Support |
| Robert M Beren Academy | ||||||||
| 11333 Cliffwood Dr | Houston | TX | 77035 | 741652136 | 501(c)(3) | 146362 | 0 | General Support |
| Planned Parenthood-Houston | ||||||||
| 3601 Fannin | Houston | TX | 77004 | 741100163 | 501(c)(3) | 86950 | 0 | General Support |
| New York University | ||||||||
| 726 Broadway 2nd Floor 238 | New York | NY | 10003 | 135562308 | 501(c)(3) | 10000 | 0 | General Support |
| New Reform Temple | ||||||||
| 7100 Main Street | Kansas City | MO | 64114 | 430898925 | 501(c)(3) | 10000 | 0 | Guatemala Fund Support |
| Mussar Institute Society - USA | ||||||||
| 6545 SW 133rd Drive | Pinecrest | FL | 33156 | 202095736 | 501(c)(3) | 14311 | 0 | General Support |
| Museum Fine Arts - Houston | ||||||||
| PO Box 4606 | Houston | TX | 77210 | 741109655 | 501(c)(3) | 9575 | 0 | General Support |
| Menninger Clinic | ||||||||
| PO Box 809045 | Houston | TX | 77280 | 371453409 | 501(c)(3) | 202000 | 0 | General Support |
| Memorial Hermann Foundation | ||||||||
| 9401 SW Freeway 401 | Houston | TX | 77074 | 741653640 | 501(c)(3) | 10100 | 0 | General Support |
| Leo Baeck Education Center Found | ||||||||
| 3555 Timmons Suite 1440 | Houston | TX | 77027 | 760205816 | 501(c)(3) | 10250 | 0 | General Support |
| Kipp Inc | ||||||||
| 10711 Kipp Way | Houston | TX | 77099 | 133875888 | 501(c)(3) | 5875 | 0 | General Support |
| Kinkaid School | ||||||||
| 201 Kinkaid School Drive | Houston | TX | 77024 | 760295523 | 501(c)(3) | 5100 | 0 | General Support |
| Khabele School | ||||||||
| 801 Rio Grande | Austin | TX | 78701 | 743020203 | 501(c)(3) | 12000 | 0 | General Support |
| Julie Rogers Gift of Life | ||||||||
| 148 S Dowlen Road | Beaumont | TX | 77707 | 760550450 | 501(c)(3) | 10300 | 0 | General Support |
| Judaism & Democracy AA - NA | ||||||||
| 411 Route 17 S 310 | Hasbrouck Heights | NJ | 07604 | 134072492 | 501(c)(3) | 15000 | 0 | General Support |
| Jewish Philantropies - Boston | ||||||||
| 126 High Street | Boston | MA | 02110 | 042103559 | 501(c)(3) | 20000 | 0 | General Support |
| Jewish Inst for Nat Sec Affairs | ||||||||
| 1779 Massachusetts Ave NW | Washington | DC | 20036 | 521233683 | 501(c)(3) | 10150 | 0 | General Support |
| Jewish Fed of Grtr Houston | ||||||||
| 5603 S Braeswood Blvd | Houston | TX | 77096 | 741109654 | 501(c)(3) | 73940 | 0 | General Support |
| Jewish Fed - North America | ||||||||
| 25 Broadway 1700 | New York | NY | 10004 | 131624240 | 501(c)(3) | 33198 | 0 | General Support |
| Jewish Family Service | ||||||||
| 4131 S Braeswood | Houston | TX | 77025 | 741152607 | 501(c)(3) | 233971 | 0 | General Support |
| Jewish Community Fdn Metrowest | ||||||||
| 901 Route 10 East | Whippany | NJ | 07981 | 221714130 | 501(c)(3) | 25000 | 0 | General Support |
| Jewish Comm Cntr - Houston | ||||||||
| 5601 S Braeswood Blvd | Houston | TX | 77096 | 741198298 | 501(c)(3) | 111233 | 0 | General Support |
| JDub Music Inc | ||||||||
| 7 East 10th Street 3rd Fl | New York | NY | 10003 | 270095012 | 501(c)(3) | 9500 | 0 | General Support |
| Israel Childrens Centers | ||||||||
| 3275 WHillsboro Blvd Ste102 | Deerfield Beach | FL | 33442 | 132961273 | 501(c)(3) | 50000 | 0 | General Support |
| Irvin M Shlenker School | ||||||||
| 5600 N Braeswood Blvd | Houston | TX | 77096 | 760686559 | 501(c)(3) | 6100 | 0 | Annual Fund |
| Investigative Project -Terrorism | ||||||||
| 5505 Connecticut Ave NW 341 | Washington | DC | 20015 | 134331855 | 501(c)(3) | 15000 | 0 | General Support |
| Interfaith Ministries-Grtr Hou | ||||||||
| 3217 Montrose | Houston | TX | 77006 | 741488102 | 501(c)(3) | 13400 | 0 | General Support |
| Institute for Sustainable Peace | ||||||||
| 3217 Montrose | Houston | TX | 77006 | 753010560 | 501(c)(3) | 10500 | 0 | General Support |
| Houston Symphony Society | ||||||||
| 615 Louisiana Suite 102 | Houston | TX | 77002 | 741157373 | 501(c)(3) | 12032 | 0 | Annual Support |
| Houston READ Commission | ||||||||
| PO 2049 | Houston | TX | 77252 | 760151362 | 501(c)(3) | 6700 | 0 | General Support |
| Houston Ballet Foundation | ||||||||
| 1921 West Bell | Houston | TX | 77019 | 741394920 | 501(c)(3) | 5925 | 0 | General Support |
| Hou Cong for Reform Judaism | ||||||||
| 801 Bering Drive | Houston | TX | 77057 | 741457948 | 501(c)(3) | 8250 | 0 | Annual Support |
| Holocaust Museum Houston | ||||||||
| 5401 Caroline Street | Houston | TX | 77004 | 760331398 | 501(c)(3) | 112075 | 0 | Annual Support |
| Hillel-Schusterman International | ||||||||
| 800 Eighth Street NW | Washington | DC | 20001 | 521225987 | 501(c)(3) | 26500 | 0 | General Support |
| Hillel Found of Grtr Houston | ||||||||
| 1700 Bissonnet St | Houston | TX | 77005 | 760556636 | 501(c)(3) | 39530 | 0 | General Support |
| Harold Grinspoon Foundation | ||||||||
| 380 Union Street | Springfield | MA | 01089 | 046685725 | 501(c)(3) | 45800 | 0 | PJ Library subscriptions |
| Hadassah - Womens Zion Org | ||||||||
| 4654 Beechnut | Houston | TX | 77096 | 131656651 | 501(c)(3) | 126030 | 0 | General Support |
| Greater Houston Community Fdn | ||||||||
| 4550 Post Oak Place 100 | Houston | TX | 77027 | 237160400 | 501(c)(3) | 28100 | 0 | General Support |
| Greater Austin Performing Arts C | ||||||||
| PO Box 301449 | Austin | TX | 78703 | 742867681 | 501(c)(3) | 10000 | 0 | General Support |
| Foundation for Jewish Culture I | ||||||||
| 330 Seventh Avenue 21st Floor | New York | NY | 10001 | 131927751 | 501(c)(3) | 5500 | 0 | General Support |
| FJC | ||||||||
| 520 Eighth Ave 20th Floor | New York | NY | 10018 | 133848582 | 501(c)(3) | 12500 | 0 | General Support |
| Episcopal High School | ||||||||
| PO Box 271299 | Houston | TX | 77277 | 760056509 | 501(c)(3) | 50000 | 0 | General Support |
| Emery Weiner Cntr-Jewish Ed | ||||||||
| 9825 Stella Link | Houston | TX | 77025 | 741990541 | 501(c)(3) | 245375 | 0 | General support |
| Doctors Without Borders | ||||||||
| 333 Seventh Avenue 2nd Floor | New York | NY | 10001 | 133433452 | 501(c)(3) | 12130 | 0 | General Support |
| Contemporary Arts Museum | ||||||||
| 5216 Montrose Blvd | Houston | TX | 77006 | 741093771 | 501(c)(3) | 16000 | 0 | General Support |
| Congregation Emanu El | ||||||||
| 1500 Sunset Blvd | Houston | TX | 77005 | 741109756 | 501(c)(3) | 152678 | 0 | Building/capital campaign |
| Congregation Brith Shalom | ||||||||
| 4610 Bellaire Blvd | Bellaire | TX | 77401 | 746019559 | 501(c)(3) | 132951 | 0 | Annual support |
| Congregation Beth Yeshurun | ||||||||
| 4525 Beechnut | Houston | TX | 77096 | 741222268 | 501(c)(3) | 91144 | 0 | Annual Support |
| Congregation Beth Israel | ||||||||
| 5600 N Braeswood Blvd | Houston | TX | 77096 | 741143080 | 501(c)(3) | 103663 | 0 | Annual Support |
| Childrens Medical Center Fdn | ||||||||
| 4900 Mueller Blvd | Austin | TX | 78723 | 200468031 | 501(c)(3) | 101000 | 0 | General Support |
| Chabad Outreach of Houston | ||||||||
| 11000 Fondren Road B-104 | Houston | TX | 77096 | 760377707 | 501(c)(3) | 34100 | 0 | General Support |
| Camp Young Judaea | ||||||||
| 9647 Hillcroft | Houston | TX | 77096 | 746063430 | 501(c)(3) | 24500 | 0 | Scholarship Fund |
| Anti-Defamation League | ||||||||
| 4635 SW Freeway Ste 400 | Houston | TX | 77027 | 131818723 | 501(c)(3) | 26850 | 0 | General Support |
| Amigos de las Americas | ||||||||
| 5618 Star Lane | Houston | TX | 77057 | 741547146 | 501(c)(3) | 10600 | 0 | General Support |
| American Society - Technion | ||||||||
| 710 N Post Oak Rd 400 | Houston | TX | 77024 | 130434195 | 501(c)(3) | 115900 | 0 | General Support |
| American Jewish Joint Dist | ||||||||
| 711 Third Ave 10th Floor | New York | NY | 10017 | 131656634 | 501(c)(3) | 91400 | 0 | General Support |
| American Jewish Committee | ||||||||
| 3355 W Alabama Suite 710 | Houston | TX | 77098 | 135563393 | 501(c)(3) | 32996 | 0 | General Support |
| American Assoc - Ben Gurion | ||||||||
| 24 Greenway Plaza 550 | Houston | TX | 77046 | 237270753 | 501(c)(3) | 95500 | 0 | Annl Membership Campaign |
| Amer Society for Yad Vashem | ||||||||
| 500 Fifth Ave 42nd Floor | New York | NY | 10110 | 133106768 | 501(c)(3) | 80000 | 0 | Annual Campaign |
| Allied Jewish Federation-CO | ||||||||
| 300 S Dahlia St 300 | Denver | CO | 80246 | 840402662 | 501(c)(3) | 13700 | 0 | General Support |
| Aishel House Inc | ||||||||
| 1955 University Blvd | Houston | TX | 77030 | 201225881 | 501(c)(3) | 5450 | 0 | General Support |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Nbr Of501 C3 And Govt Grants | 86 | TotalNbrOf501C3AndGovtGrants |
| Total Nbr Of Other Organizations | 0 | TotalNbrOfOtherOrganizations |
Form990 Schedule I Part IV Form990ScheduleIPartIV
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | Grantmaker's Description of How Grants are Used | Identifier |
| Explanation | The Houston Jewish Community Foundation processes grant recommendations from component donor advised funds, as well as a minimal number of grants for community needs to Jewish community agencies through a grants and allocations process. The Foundation requires that all eligible grantees are recognized as public charitable organizations as described in Section 501(c)(3) of the Internal Revenue Code and that no benefits or services are received and no pledges satisfied in return for such grants. | Explanation |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Travel For Companions | X | TravelForCompanions |
| Payments For Use Of Residence | X | PaymentsForUseOfResidence |
| Written Policy Re T And E Expenses | true | WrittenPolicyReTAndEExpenses |
| Substantiation Required | true | SubstantiationRequired |
| Compensation Committee | X | CompensationCommittee |
| Form990 Of Other Organizations | X | Form990OfOtherOrganizations |
| Compensation Survey | X | CompensationSurvey |
| Board Or Committee Approval | X | BoardOrCommitteeApproval |
| Severance Payment | false | SeverancePayment |
| Supplemental Nonqual Retire Plan | true | SupplementalNonqualRetirePlan |
| Equity Based Comp Arrangement | false | EquityBasedCompArrangement |
| Comp Based On Revenue Of Filing Org | false | CompBasedOnRevenueOfFilingOrg |
| Comp Based On Revenue Related Orgs | false | CompBasedOnRevenueRelatedOrgs |
| Comp Based Net Earnings Filing Org | false | CompBasedNetEarningsFilingOrg |
| Comp Based Net Earnings Relate Orgs | false | CompBasedNetEarningsRelateOrgs |
| Any Non Fixed Payments | false | AnyNonFixedPayments |
| Initial Contract Exception | false | InitialContractException |
| Rebuttable Presumption Procedure | false | RebuttablePresumptionProcedure |
Form990 Schedule J Part II Form990ScheduleJPartII (2 entries)
| Comp Based On Related OrgsCompBasedOnRelatedOrgs | Nontaxable Benefits Related OrgsNontaxableBenefitsRelatedOrgs | Total Compensation Related OrgsTotalCompensationRelatedOrgs |
|---|---|---|
| Mary Ward-Hecksel | ||
| 130388 | 19951 | 150339 |
| Lee Wunsch | ||
| 228699 | 53674 | 282373 |
Form990 Schedule J Part III Form990ScheduleJPartIII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | Sch J, Part I, Line 1a | Identifier |
| Return Reference | Part I, Line 1a: Relevant information in regards to selections on 1a. | ReturnReference |
Schedule M IRS990ScheduleM
Securities Publicly Traded SecuritiesPubliclyTraded
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | X | NonCashCheckbox |
| Number Of Contributions | 47 | NumberOfContributions |
| Noncash Contribs Rptd F990 | 2167011 | NoncashContribsRptdF990 |
| Method Of Determining Revenues | Market value | MethodOfDeterminingRevenues |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Any Property That Must Be Held | false | AnyPropertyThatMustBeHeld |
| Review Process Unusual NC Gifts | false | ReviewProcessUnusualNCGifts |
| Third Parties Used | false | ThirdPartiesUsed |
Schedule O IRS990ScheduleO
General Explanation GeneralExplanation (6 entries)
| IdentifierIdentifier | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| Form 990, Part VI, Line 19 | Form 990, Part VI, Line 19: Other Organization Documents Publicly Available | These documents are available upon request. |
| Form 990, Part VI, Line 15b | Form 990, Part VI, Line 15b: Compensation Review and Approval Process for Officers and Key Employees | Compensation data is gathered from the non-profit as well as the private sector. Additionally, compensation information is gathered from other Federations of similar size within the Jewish Federation system. This data is reviewed by the Personnel Sub-Committee to determine what level of compensation will be offered to these employees. |
| Form 990, Part VI, Line 12c | Form 990, Part VI, Line 12c: Explanation of Monitoring and Enforcement of Conflicts | Annually board members for the Houston Jewish Community Foundation answer a questionnaire that covers any potential conflicts of interest that may exist as well as familial and/or business relationships with other board members or employees. |
| Form 990, Part VI, Line 11 | Form 990, Part VI, Line 11: Form 990 Review Process | The CFO of the Jewish Federation of Greater Houston reviews the tax return. A copy is made available to all board members prior to filing. |
| Form 990, Part VI, Line 2 | Form 990, Part VI, Line 2: Description of Business or Family Relationship of Officers, Directors, Et | Lauren Kaufman Blachman and Stephen Kaufman have a family relationship.Stephen Brown and Russ Robinson have a family relationship.Donald Graubart and Steven Graubart have a family relationship.Milton Frankfort and Richard Stein have a business relationship. Gerald Rauch and Linda Susman have a family relationshipBen Rosenberg and Joel Spira have a business relationship. |
| Client Note1 | Controlled Foreign Corporation ReportingA Form 5471 has been or will be filed on behalf of the taxpayer by Freedman Group, LP which has or will satisfy the taxpayers' filing requirement for 2009. - For the year 2009, the taxpayer qualifies as a Category 4 and 5 filer through constructive ownership of the following controlled foreign corporation: Comercial Norteamericana, S DE RL DE CVAcueducto 610 Col El LechugalSanta Catarina Nuevo Leon, 66376 Mexico- Entity filing Form 5471 for the CorporationFreedman Group, LPEIN 76-06703203131 Eastside, Suite 120Houston, TX 77098Filed in Odgen, UTControlled Foreign Partnership Reporting- For the year 2009, the taxpayer qualifies as a Category 1 filer through constructive ownership of the following controlled foreign partnership:Freedman Real Estate, S DE RL DE CVAcueducto 610 Col El LechugalSanta Catarina Nuevo Leon, 66376 Mexico- Under the multiple Category 1 filers exception, Form 8865 for the above foreign partnership will be filed on behalf of the taxpayer by Freedman Group, LP, which has or will satisfy the taxpayers' filing requirement for 2009.- Entity filing Form 8865 for the foreign partnership: Freedman Group, LPEIN 76-06703203131 Eastside, Suite 120Houston, TX 77098Filed in Ogden, UT |
Schedule R IRS990ScheduleR
Form990 Schedule R Part I Form990ScheduleRPartI (3 entries)
| Address Line1AddressUS/AddressLine1 | CityAddressUS/City | StateAddressUS/State | ZIP CodeAddressUS/ZIPCode | EINEIN | Primary ActivitiesPrimaryActivities | Legal Domicile StateLegalDomicileState | Total IncomeTotalIncome | EOY AssetsEOYAssets | Direct Controlling Entity NADirectControllingEntityNA |
|---|---|---|---|---|---|---|---|---|---|
| BLR-FSW Holdings | |||||||||
| 5603 S Braeswood | Houston | TX | 77096 | 261668336 | Investment | TX | 10114 | 1516131 | N/A |
| A L Gee Investments LLC | |||||||||
| 5603 S Braeswood | Houston | TX | 77096 | 320205951 | Investment | TX | 539 | N/A | |
| BGS Investments LLC | |||||||||
| 5603 S Braeswood | Houston | TX | 77096 | 320205951 | Investment | TX | 539 | N/A | |
Form990 Schedule R Part II Form990ScheduleRPartII
Name Of Disregarded Entity NameOfDisregardedEntity
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Jewish Federation of Greater Houston | BusinessNameLine1 |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 5603 S Braeswood Blvd | AddressLine1 |
| City | Houston | City |
| State | TX | State |
| ZIP Code | 77096 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 741109654 | EIN |
| Primary Activities | Charitable, educational, religious | PrimaryActivities |
| Legal Domicile State | TX | LegalDomicileState |
| Exempt Code Section | 501(c)(3) | ExemptCodeSection |
| Public Charity Status | 509(a)(1) | PublicCharityStatus |
| Direct Controlling Entity NA | N/A | DirectControllingEntityNA |
Form990 Schedule R Part IV Form990ScheduleRPartIV (3 entries)
| Address Line1AddressUS/AddressLine1 | CityAddressUS/City | StateAddressUS/State | ZIP CodeAddressUS/ZIPCode | EINEIN | Primary ActivityPrimaryActivity | Legal Domicile StateLegalDomicileState | Direct Controlling Entity NADirectControllingEntityNA | Type Of EntityTypeOfEntity | Percentage OwnershipPercentageOwnership | Share Of Total IncomeShareOfTotalIncome | Share Of EOY AssetsShareOfEOYAssets |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Extremis Corporation | |||||||||||
| 5603 South Braeswood Blvd | Houston | TX | 77096 | 760492189 | Dormant | TX | N/A | C Corp | 1.00000 | ||
| Tri Star Productions | |||||||||||
| 4025 Willowbend Ste 312 | Houston | TX | 77025 | 760338822 | Investment | TX | N/A | S Corp | 0.00096 | 200 | 2788 |
| Freedman Outback Inc | |||||||||||
| 3131 Eastside St Ste 120 | Houston | TX | 77098 | 760465891 | Investment | TX | N/A | S Corp | 0.00152 | 3458 | 12589 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Ann Rents Royalties | false | ReceiptOfIntAnnRentsRoyalties |
| Gift Grant Or Cap Contr To Other Org | true | GiftGrantOrCapContrToOtherOrg |
| Gift Grant Or Cap Contr Fr Other Org | true | GiftGrantOrCapContrFrOtherOrg |
| Loans Or Guarantees To Other Org | false | LoansOrGuaranteesToOtherOrg |
| Loans Or Guarantees From Other Org | false | LoansOrGuaranteesFromOtherOrg |
| Sale Of Assets To Other Org | false | SaleOfAssetsToOtherOrg |
| Purchase Of Assets From Other Org | false | PurchaseOfAssetsFromOtherOrg |
| Exchange Of Assets | false | ExchangeOfAssets |
| Rental Of Facilities To Other Orgs | false | RentalOfFacilitiesToOtherOrgs |
| Rental Of Facilities Fr Other Orgs | false | RentalOfFacilitiesFrOtherOrgs |
| Perform Of Services For Other Orgs | false | PerformOfServicesForOtherOrgs |
| Perform Of Services By Other Orgs | false | PerformOfServicesByOtherOrgs |
| Sharing Of Facilities | true | SharingOfFacilities |
| Sharing Of Paid Employees | true | SharingOfPaidEmployees |
| Reimbursement Paid To Other Org | true | ReimbursementPaidToOtherOrg |
| Reimbursement Paid By Other Org | false | ReimbursementPaidByOtherOrg |
| Other Transfer To Other Org | false | OtherTransferToOtherOrg |
| Other Transfer From Other Org | false | OtherTransferFromOtherOrg |
Transactions Related Orgs Table TransactionsRelatedOrgsTable (3 entries)
| Transaction TypeTransactionType | Amount InvolvedAmountInvolved |
|---|---|
| Jewish Federation of Greater Houston | |
| o | 463168 |
| Jewish Federation of Greater Houston | |
| c | 34471 |
| Jewish Federation of Greater Houston | |
| b | 1916427 |