2023-10-31T07:41:22-05:00 2022-12-31 611064249 DEMING MALONE LIVESAY & OSTROFF PSC 9300 SHELBYVILLE RD STE 1100 LOUISVILLE KY 402225187 990 2022-01-01 203805455 JEWISH HERITAGE FUND FOR EXCELLENCE INC JEWI 5023653209 101 S 5TH ST SUITE 1600 LOUISVILLE KY 40202 JEFF POLSON PRESIDENT AND CEO 5023653209 2023-10-30 1 JEFF POLSON 999009999 0 CHRISTINE N KOENIG P01022180 5024269660 2023-10-02 2 AAL1 IAL1 2022 2023-04-26 12:10:37Z JEWISH HERITAGE FUND JEFF POLSON 101 S 5TH ST SUITE 1600 LOUISVILLE KY 40202 53687030 0 X JEWISHHERITAGEFUND.COM X 2005 KY TO SUPPORT THE JEWISH HERITAGE MITZVAH FUND AND THE MEDICAL AND GENERAL COMMUNITY (SEE SCHEDULE O) OF KENTUCKY (EXCLUDING BOONE, KENTON AND CAMPBELL COUNTIES) AND FLOYD, CLARK, HARRISON AND SCOTT COUNTIES IN INDIANA THROUGH SCIENTIFIC AND MEDICAL EDUCATION/RESEARCH, SUPPORTING JEWISH COMMUNITIES, AND SUPPORTING PUBLIC HEALTH AND WELLNESS. 18 18 6 20 0 0 0 0 0 0 24452384 11580328 0 0 24452384 11580328 9310205 12217005 0 0 674886 791252 0 0 0 1689578 1576388 11674669 14584645 12777715 -3004317 316702876 261077404 5041696 3338718 311661180 257738686 X JHF IS A GRANT MAKING ORGANIZATION WITH A MISSION TO SUPPORT THE JEWISH HERITAGE MITZVAH FUND AND TO SUPPORT THE MEDICAL AND GENERAL COMMUNITY OF KENTUCKY (EXCLUDING BOONE, KENTON AND CAMPBELL COUNTIES) AND FLOYD, CLARK, HARRISON AND SCOTT COUNTIES IN INDIANA (SCHEDULE O) THROUGH SCIENTIFIC AND MEDICAL EDUCATION/RESEARCH, SUPPORTING JEWISH COMMUNITIES, AND SUPPORTING PUBLIC HEALTH AND WELLNESS. 0 0 13008822 12217005 11580328 SUPPORT PROVIDED TO THE JEWISH HERITAGE MITZVAH FUND AND FOR SCIENTIFIC AND MEDICAL EDUCATION/RESEARCH; JEWISH COMMUNITIES; AND PUBLIC HEALTH AND WELLNESS. 13008822 1 0 0 0 0 0 0 0 0 0 1 1 0 0 1 1 0 1 0 0 1 0 0 0 0 0 0 1 0 1 0 0 0 0 0 0 0 0 0 0 0 0 1 1 1 0 0 0 1 10 0 1 6 1 0 0 0 0 0 0 0 0 0 0 0 0 X 18 18 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 0 0 KY X THE ORGANIZATION 5023653209 101 S 5TH ST SUITE 1600 LOUISVILLE KY 40202 DR KAREN ABRAMS VICE CHAIR 1.00 X X 0 0 0 WILLIAM ALTMAN TRUSTEE 1.00 X 0 0 0 BETSY BENNETT TRUSTEE 1.00 X 0 0 0 JON GOLDBERG CHAIR 1.00 X X 0 0 0 ERIC GOODMAN TRUSTEE 1.00 X 0 0 0 SANDY HAMMOND TRUSTEE 1.00 X 0 0 0 ALLAN LATTS TRUSTEE 1.00 X 0 0 0 GLENN E LEVINE EX-OFFICIO 1.00 X 0 0 0 DR NANCY MARTIN TRUSTEE 1.00 X 0 0 0 DR KEN MCLEISH TRUSTEE 1.00 X 0 0 0 DR URSULA MULLINS TRUSTEE 1.00 X 0 0 0 DR JULIA RICHERSON TRUSTEE 1.00 X 0 0 0 BRUCE ROTH TREASURER 1.00 X X 0 0 0 LINDA SCHUSTER TRUSTEE 1.00 X 0 0 0 ROBIN STRATTON TRUSTEE 1.00 X 0 0 0 MARK SWITOW TRUSTEE 1.00 X 0 0 0 DR GERALD TEMES TRUSTEE 1.00 X 0 0 0 ANDREW TRAGER-KUSMAN TRUSTEE 1.00 X 0 0 0 JENNIFER TUVLIN SECRETARY 1.00 X X 0 0 0 JACQUELYNE RICHARDSON TRUSTEE (PREVIOUS) 1.00 X 0 0 0 AMY LAPINSKI TRUSTEE (PREVIOUS) 1.00 X 0 0 0 JEFF POLSON PRESIDENT AND CEO 40.00 X 264712 0 25392 TIFFANY FABING PROGRAM DIRECTOR 40.00 X 118287 0 14938 382999 0 40330 2 0 1 0 FOURTH STREET PERFORMANCE PARTNERS 211 GARRARD ST COVINGTON KY 41011 INVESTMENT MANAGEMENT 152927 ARISTOTLE CAPITAL MANAGEMENT 11100 SANTA MONICA BLVD STE 1700 LOS ANGELES CA 90025 INVESTMENT MANAGEMENT 146533 ANGELO GORDON & CO LP 245 PARK AVENUE NEW YORK NY 10167 INVESTMENT MANAGEMENT 131480 GW&K INVESTMENT MANAGEMENT 222 BERKELEY ST BOSTON MA 02116 INVESTMENT MANAGEMENT 108835 4 8113396 8113396 44041238 1532396 42106702 0 1934536 1532396 3466932 3466932 11580328 11580328 0 0 12217005 12217005 290104 72525 217579 402763 284475 118288 22026 15184 6842 32281 21410 10871 44078 24947 19131 12946 2589 10357 32977 32977 841857 841857 269423 219727 49696 30482 15276 15206 63205 2110 61095 21244 10622 10622 27771 27771 39681 39681 SCC EXPENSES 119842 5992 113850 SPONSORSHIPS 61000 61000 MARKETING AND ENGAGEMEN 55960 55960 14584645 13008822 1575823 0 974500 846010 75940 79680 4872965 271232 4629505 4601733 226351016 183911201 84671915 71104879 0 533901 316702876 261077404 166123 114982 4875573 2689835 0 533901 5041696 3338718 X 311661180 257738686 311661180 257738686 316702876 261077404 -3004317 -50918177 0 X 0 1 X 1 0 X X X 1 JEWISH HERITAGE MITZVAH FUND INC 460981799 7 1 33500 0 1 33500 0 1 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 PART IV, SECTION A, LINE 1 GRANTEE ORGANIZATIONS ARE APPROVED BY THE BOARD OF DIRECTORS AND ARE DESIGNATED BY NAME OR PURPOSE AS SPECIFIED IN THE ARTICLES OF INCORPORATION - INCLUDING SUPPORTING 509(A)(1) OR 509(A)(2) ORGANIZATIONS THAT SUPPORT THE MEDICAL AND GENERAL COMMUNITY IN SPECIFIED COUNTIES IN KENTUCKY AND INDIANA THROUGH SUPPORTING SCIENTIFIC RESEARCH AND MEDICAL EDUCATION OR RESEARCH; SUPPORTING THE JEWISH COMMUNITY IN THE SPECIFIED GEOGRAPHIC AREA; SUPPORTING PUBLIC HEALTH AND WELLNESS IN THE SPECIFIED GEOGRAPHIC AREA. PART IV, SECTION A, LINE 6 THE ORGANIZATION PROVIDED GRANTS TO THE NAMED SUPPORTED ORGANIZATION AS WELL AS TO ORGANIZATIONS APPROVED BY THE BOARD OF DIRECTORS MEETING THE DESIGNATED PURPOSES AS SPECIFIED IN THE ARTICLES OF INCORPORATION - INCLUDING SUPPORTING 509(A)(1) OR 509(A)(2) ORGANIZATIONS THAT SUPPORT THE MEDICAL AND GENERAL COMMUNITY IN SPECIFIED COUNTIES IN KENTUCKY AND INDIANA THROUGH SUPPORTING SCIENTIFIC RESEARCH AND MEDICAL EDUCATION OR RESEARCH; SUPPORTING THE JEWISH COMMUNITY IN THE SPECIFIED GEOGRAPHIC AREA; SUPPORTING PUBLIC HEALTH AND WELLNESS IN THE SPECIFIED GEOGRAPHIC AREA. SCHEDULE I PROVIDES A LISTING OF GRANT RECIPIENTS RECEIVING MORE THAN $5,000. PART IV, SECTION C, LINE 1 THE CHAIR AND VICE CHAIR OF THE SUPPORTING ORGANIZATION ALSO SERVE AS THE CHAIR AND VICE CHAIR/TREASURER OF THE SUPPORTED ORGANIZATION. THE PRESIDENT & CEO OF THE SUPPORTING ORGANIZATION ALSO SERVES AS THE SECRETARY OF THE SUPPORTED ORGANIZATION. THE BOARD OF DIRECTORS OF THE SUPPORTED ORGANIZATION CONSISTS SOLEY OF THESE THREE INDIVIDUALS. 4119890 4119890 674457 212027 462430 78618 59205 19413 4601733 COMMON TRUST FUND 26187084 F MASTER FUND 26747399 F INVESTMENT PARTNERSHIP 13698191 F FOREIGN INVESTMENT PARTNERSHIP 4472205 F 71104879 OPERATING LEASE LIABILITY 533901 533901 X -40215668 -50918177 -50918177 10702509 877819 877819 11580328 13706826 0 13706826 877819 877819 14584645 PART X, LINE 2: JEWISH HERITAGE FUND FOR EXCELLENCE, INC. D/B/A JEWISH HERITAGE FUND AND JEWISH HERITAGE MITZVAH FUND, INC. ARE EXEMPT FROM FEDERAL, STATE AND LOCAL INCOME TAXES AS NOT-FOR-PROFIT CORPORATIONS AS DESCRIBED UNDER INTERNAL REVENUE CODE SECTION 501(C)(3). STANDARD CLUB LAND, LLC IS A DISREGARDED ENTITY FOR FEDERAL, STATE AND LOCAL INCOME TAX PURPOSES. THE ACTIVITIES OF STANDARD CLUB LAND, LLC ARE INCLUDED IN JEWISH HERITAGE FUND FOR EXCELLENCE, INC. D/B/A JEWISH HERITAGE FUND'S TAX FILINGS. JEWISH HERITAGE FUND FOR EXCELLENCE, INC. D/B/A JEWISH HERITAGE FUND AND JEWISH HERITAGE MITZVAH FUND, INC. FILE INFORMATIONAL TAX RETURNS AS REQUIRED BY FEDERAL REGULATIONS AND A COPY IS FILED WITH THE KENTUCKY ATTORNEY GENERAL. AS OF DECEMBER 31, 2022 AND 2021, THE ORGANIZATION DID NOT HAVE ANY ACCRUED INTEREST OR PENALTIES RELATED TO INCOME TAX LIABILITIES, AND NO INTEREST OR PENALTIES HAVE BEEN CHARGED TO OPERATIONS FOR THE YEARS THEN ENDED. CENTRAL AMERICA AND THE CARIBBEAN 0 0 INVESTMENTS 4472205 0 0 0 0 0 0 4472205 0 4472205 1 0 1 1 0 0 PART III ACCOUNTING METHOD: SCHEDULE F, PART I, LINE 3 CENTRAL AMERICA AND THE CARIBBEAN: ACCRUAL 1 BACKSIDE LEARNING CENTER 3131 S 2ND ST BOX 389 LOUISVILLE KY 40208 371803514 501(C)(3) 50000 0 PROGRAM SUPPORT BIG BROTHERS BIG SISTERS OF KENTUCKIANA 1519 GARDINER LANE LOUISVILLE KY 40218 616057856 501(C)(3) 160000 0 MENTORING PROGRAM, PROJECY IGNITE EXPANSION BOYS AND GIRLS HAVEN 2301 GOLDSMITH LN LOUISVILLE KY 42018 610479621 501(C)(3) 75000 0 INDEPENDENCE READINESS COALITION SUPPORTING YOUNG ADULTS 800 S PRESTON ST LOUISVILLE KY 40203 861251429 501(C)(3) 100000 0 CAPACITY BUILDING COMMUNITY FOUNDATION OF LOUISVILLE 325 W MAIN ST SUITE 1110 LOUISVILLE KY 40202 611100993 501(C)(3) 260000 0 COMMUNITY SAFETY AND HEALING FUND, GIVE FOR GOOD LOUISVILLE COMMUNITY VENTURES CORPORATION 1450 N BROADWAY LEXINGTON KY 40505 311064807 501(C)(3) 1000000 0 WEST END OPPORTUNITY PARTNERSHIP FAMILY COMMUNITY CLINIC 1420 E WASHINGTON ST LOUISVILLE KY 40206 272994215 501(C)(3) 100000 0 OPERATING SUPPORT FOOD LITERACY PROJECT 9001 LIMEHOUSE LN LOUISVILLE KY 40222 205014424 501(C)(3) 100000 0 ROOTED IN COMMUNITY GOODWILL INDUSTRIES OF KENTUCKY 1325 SOUTH 4TH STREET LOUISVILLE KY 40208 610475284 501(C)(3) 500000 0 OPPORTUNITY CAMPUS KENTUCKIANAWORKS (SUMMERWORKS) 410 W CHESTNUT ST STE 200 LOUISVILLE KY 40202 464856936 501(C)(3) 330000 0 LOUISVILLE SCIENCE PATHWAYS KENTUCKY NONPROFIT NETWORK PO BOX 24362 LEXINGTON KY 40524 460963142 501(C)(3) 50000 0 DEI INITIATIVES KENTUCKY YOUTH ADVOCATES 10200 LINN STATION RD SUITE 310 LOUISVILLE KY 40223 610929390 501(C)(3) 300000 0 TRUE UP LA CASITA CENTER PO BOX 1844 LOUISVILLE KY 40201 743178408 501(C)(3) 40000 0 OUR YOUTH, OUR FUTURE LOUISVILLE PUBLIC MEDIA 619 SOUTH 4TH STREET LOUISVILLE KY 40202 611259787 501(C)(3) 100000 0 INCLUDING, EMPOWERING AND PROTECTING KY YOUTH MARYHURST 1015 DORSEY LN LOUISVILLE KY 40223 311542209 501(C)(3) 100000 0 STRATEGIC PLANNING AND OPERATING SUPPORT NAMI LOUISVILLE 708 W MAGAZINE ST STE 144 LOUISVILLE KY 40203 310969518 501(C)(3) 100000 0 LOUISVILLE YOUTH ADVISORY COUNCIL OPTION TO SUCCESS 7033 ROYAL LINKS DR LOUISVILLE KY 40228 371662596 501(C)(3) 50000 0 DAY TREATMENT PROGRAM SEVEN COUNTIES SERVICES 10401 LINN STATION ROAD SUITE 100 LOUISVILLE KY 40223 310939757 501(C)(3) 125000 0 TRANSITIONAL AGED YOUTH PROGRAMMING SWEET EVENING BREEZE 801 BARRET AVE SUITE 211 LOUISVILLE KY 40204 834047022 501(C)(3) 125000 0 OPERATIONAL SUPPORT UNIVERSITY OF LOUISVILLE FOUNDATION 215 CENTRAL AVENUE SUITE 212 LOUISVILLE KY 40208 237078461 501(C)(3) 1911018 0 CONTRACEPTIVE CARE MOBILE HEALTH APP, SAFEKY APP, CARDINAL SUCCESS, SOCIAL JUSTICE YOUTH DEVELOPMENT CERTIFICATE, ENHANCEMENT GRANT VOLUNTEERS OF AMERICA 933 GOSS AVENUE LOUISVILLE KY 40217 316005899 501(C)(3) 150000 0 RESTORATIVE JUSTICE WELLSPRING PO BOX 1927 LOUISVILLE KY 40201 311020023 501(C)(3) 150000 0 HOUSING FOR HOMELESS ADULTS YMCA OF GREATER LOUISVILLE 545 S 2ND ST LOUISVILLE KY 40202 610444843 501(C)(3) 100000 0 SAFE PLACE SERVICES YOUTHBUILD LOUISVILLE 800 S PRESTON STREET LOUISVILLE KY 40203 611374470 501(C)(3) 100000 0 VIOLENCE PREVENTION FOR YOUTH ADATH JESHURUN 2401 WOODBOURNE AVE LOUISVILLE KY 40205 610458363 501(C)(3) 164500 0 MELTON, PRESCHOOL SCHOLARSHIPS, SYNANGOGUE ANNUAL FLEXIBLE FUNDING ANSHEI SFARD 2904 BARDSTOWN RD LOUISVILLE KY 40205 610587699 501(C)(3) 20000 0 SYNAGOGUE ANNUAL FLEXIBLE FUNDING CENTRE COLLEGE 600 WEST WALNUT STREET DANVILLE KY 40422 610444671 501(C)(3) 107500 0 ENRICHING JEWISH STUDENT LIFE AND STUDIES FILSON HISTORICAL SOCIETY 1310 S 3RD ST LOUISVILLE KY 40208 610444690 501(C)(3) 143675 0 JEWISH COMMUNITY ARCHIVES HIGH SCHOOL OF JEWISH STUDIES 3600 DUTCHMANS LANE LOUISVILLE KY 40205 611294226 501(C)(3) 20000 0 PROGRAM SUPPORT JEWISH COMMUNITY OF LOUISVILLE 3600 DUTCHMANS LANE LOUISVILLE KY 40205 610444765 501(C)(3) 3859544 0 ANNUAL FEDERATION CAMPAIGN, CAMP AND ISRAEL TRIPS, DOING JEWISH DEEPENING CONNECTIONS, JTOMORROW! MATCH PAYMENTS, PRESCHOOL SCHOLARSHIPS, VISION 2025: CAPACITY BUILDING JEWISH FAMILY AND CAREER SERVICES 2821 KLEMPNER WAY LOUISVILLE KY 40205 610444704 501(C)(3) 500000 0 PROGRAM SUPPORT JEWISH FEDERATION OF THE BLUEGRASS 1050 CHINOE RD LEXINGTON KY 40502 310906786 501(C)(3) 13500 0 CAMP AND TRIP TRANSPORTATION KENESETH ISRAEL CONGREGATION 2531 TAYLORSVILLE RD LOUISVILLE KY 40205 610448553 501(C)(3) 62500 0 PRESCHOOL SCHOLARSHIPS, SYNAGOGUE ANNUAL FLEXIBLE FUNDING LOUISVILLE BEIT SEFER YACHAD 3700 DUTCHMANS LN LEXINGTON KY 40205 611288131 501(C)(3) 37000 0 RELIGIOUS SCHOOL NATIONAL COUNCIL OF JEWISH WOMEN 2055 L ST NW SUITE 650 WASHINGTON DC 20036 131641076 501(C)(3) 30000 0 CAPACITY BUILDING THE TEMPLE 5101 US HWY 42 LOUISVILLE KY 40241 610918772 501(C)(3) 205348 0 LCJC: COMMUNITY EVENTS CONTRACTOR, TORAH REPAIR, RELIGIOUS SCHOOL, PRESCHOOL SCHOLARSHIPS, SYNAGOGUE PRIORITY SUPPORT TEMPLE SHALOM 4615 LOWE RD LOUISVILLE KY 40220 310900603 501(C)(3) 37500 0 SYNAGOGUE ANNUAL FLEXIBLE FUNDING UNIVERSITY KENTUCKY 301 PETERSON SERVICE BUILDING LEXINGTON KY 40506 616033693 SECTION 115 700000 0 HOLOCAUST EDUCATION INITIATIVE WESTERN KENTUCKY UNIVERSITY 1906 COLLEGE HEIGHTS BLVD 11006 BOWLING GREEN KY 42101 616055628 SECTION 115 206420 0 ESTABLISH JEWISH STUDIES JEWISH HERITAGE MITZVAH FUND 101 S 5TH ST SUITE 1600 LOUISVILLE KY 40202 460981799 501(C)(3) 33500 0 PROGRAM SUPPORT 38 2 PART I, LINE 2: JHF PROVIDES SUPPORT TO COMMUNITY ORGANIZATIONS, INCLUDING WITHOUT LIMITATION THE JEWISH COMMUNITY OF LOUISVILLE, INC., AS OUTLINED IN JHF'S ARTICLES OF INCORPORATION. ADDITIONALLY, THE GRANTS COMMITTEE, A COMMITTEE OF THE JHF BOARD OF TRUSTEES, WILL ASSIST THE JHF BOARD IN FULFILLING ITS OVERSIGHT RESPONSIBILITY FOR GRANTS ISSUED FROM ITS INVESTMENTS. X X X 0 0 0 0 0 0 0 0 0 JEFF POLSON PRESIDENT AND CEO 264712 0 0 0 0 0 15882 0 9510 0 290104 0 0 0 FORM 990, PART VI, SECTION B, LINE 11B A DRAFT COPY OF THE FORM 990 IS PROVIDED TO ALL BOARD MEMBERS FOR THEIR REVIEW PRIOR TO FILING WITH THE IRS. FORM 990, PART VI, SECTION B, LINE 12C JHF HAS A CONFLICT OF INTEREST DECLARATION THAT IS REVIEWED AND SIGNED BY EACH BOARD MEMBER ANNUALLY. A CONFLICT OF INTEREST STATEMENT IS READ PRIOR TO EACH MEETING OF THE BOARD OF TRUSTEES. FORM 990, PART VI, SECTION B, LINE 15A COMPENSATION INCLUDES A COMPARISON OF SIMILAR ORGANIZATIONS AND KEY EMPLOYEES LOCALLY, REGIONALLY AND NATIONALLY. INFORMATION WAS GATHERED FROM A VARIETY OF SOURCES, INCLUDING FORM 990S. FORM 990, PART VI, SECTION C, LINE 19 GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS ARE NOT AVAILABLE TO THE PUBLIC. STANDARD CLUB LAND LLC 101 S 5TH ST STE 1600 LOUISVILLE KY 40202 OWNS LAND AND BUILDINGS KY 4593705 JEWISH HERITAGE FUND FOR EXCELLENCE INC JEWISH HERITAGE MITZVAH FUND INC 101 S 5TH ST STE 1600 LOUISVILLE KY 40202 460981799 SUPPORTS THE JEWISH AND GENERAL COMMUNITY KY 501(C)(3) LINE 7 JEWISH HERITAGE FUND FOR EXCELLENCE INC 1 0 1 0 0 0 0 0 0 0 0 0 1 0 1 0 0 0 0 0