2024-04-15T14:35:29-05:00 2023-05-31 760269860 Blazek & Vetterling 2900 Weslayan Suite 200 Houston TX 77027 990 2022-06-01 870738076 Jewish Community Center Endowment Fund JEWI 7137293200 5601 South Braeswood Blvd Houston TX 77096 Joel Dinkin CEO 7137293200 2024-04-15 1 Joel Dinkin 999009999 0 Barbara Murphy P01386215 7134395739 2024-04-15 3 AAL1 IAL1 2022 2023-04-26 12:10:37Z Joel Dinkin 5601 South Braeswood Blvd Houston TX 77096 990145 0 X www.erjcchouston.org X 2004 TX In 2004, the Jewish Community Center of Houston formed the Jewish Community Center of Houston Endowment Fund (the Foundation) to manage, solicit, and distribute funds in support of the Evelyn Rubenstein Jewish Community Center of Houston. 15 15 0 15 0 0 887247 154376 0 0 596736 662956 0 0 1483983 817332 773196 322950 0 0 0 0 0 0 0 45290 42733 818486 365683 665497 451649 14128365 13824062 0 0 14128365 13824062 The Jewish Community Center Endowment Fund was created to support the programs and operations of the Evelyn Rubenstein Jewish Community Center of Houston. 0 0 322950 322950 Distribution of investment income in support of the program services of the Evelyn Rubenstein Jewish Community Center of Houston. 322950 1 1 0 0 0 0 0 0 0 1 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 X 15 15 1 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 0 0 0 X Alison Sullivan 7137293200 5601 South Braeswood Blvd Houston TX 77096 X Joe Epstein Chair 2.00 2.50 X X 0 0 0 Barbara Bratter Vice Chair 2.00 2.50 X X 0 0 0 Ed Schreiber Secretary, Treasurer 2.00 0.00 X X 0 0 0 Tomas Ackerman Director 1.00 0.00 X 0 0 0 Elizabeth Cohen Director 1.00 2.50 X 0 0 0 Michael Durham Director 1.00 2.50 X 0 0 0 Jon Gross Director 1.00 0.00 X 0 0 0 Lewis Kalmans Director 1.00 0.00 X 0 0 0 Noah Kruger Director 1.00 2.50 X 0 0 0 Bobby Lapin Director 1.00 0.00 X 0 0 0 Bunny Radoff Director 1.00 0.00 X 0 0 0 Bobbi Samuels Director 1.00 0.00 X 0 0 0 Jeremy Samuels Director 1.00 2.50 X 0 0 0 Marc Sancton Director 1.00 0.00 X 0 0 0 Greg Sheena Director 1.00 0.00 X 0 0 0 Joel Dinkin CEO 1.00 39.00 X 0 308394 21428 Alison Sullivan CFO 1.00 39.00 X 0 189814 7227 0 498208 28655 0 0 1 0 0 154376 6365 154376 470084 470084 365685 172813 192872 192872 192872 817332 0 0 662956 322950 322950 42733 42733 365683 322950 42733 0 14128365 13823646 0 416 14128365 13824062 0 0 X 717175 710218 13411190 13113844 14128365 13824062 14128365 13824062 451649 -755952 0 X 0 0 0 X X 1 Evelyn Rubenstein JCC of Houston 741198298 7 1 365683 0 1 365683 0 1 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 1 1 1 0 0 0 0 378143 470084 378143 470084 0 0 45290 42733 0 0 332853 427351 0 0 0 0 14128365 13824062 14128365 13824062 0 0 0 14128365 13824062 211925 207361 13916440 13616701 487075 476585 0 0 487075 476585 332853 282925 487075 487075 0 487075 322950 0 42733 0 0 0 365683 365683 487075 75.080000000000 487075 0 0 0 0 0 806029 806029 0 487075 0 318954 365683 0 365683 0 0 684637 0 0 0 318954 365683 Part IV, Section D, Line 3: One third (five out of fifteen) of the Endowment Fund's board members are also board members of the Fund's supported organization ("ERJCC"). This significant representation on the board of the Fund provided ERJCC with a significant voice with respect to the Fund's investment policies, timing of grants, manner of making grants, etc. Part V, Section D, Line 8: All distributions made during the year were made to the Evelyn Rubenstein Jewish Community Center ("ERJCC"). The Endowment Fund and ERJCC meet the attentiveness and responsiveness tests as described below. Attentiveness and Responsiveness Tests: ERJCC and the Endowment Fund have a close working relationship due to the Fund's prior classification as a Type I supporting organization and continued representation on the Endowment Fund's board by a signficant number of current and past board members of ERJCC. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 14128365 154376 -135729 322950 13824062 15096000 887247 -1081686 773196 14128365 11874782 234614 3493422 506818 15096000 11899728 175239 129224 329409 11874782 11819736 558267 15813 494088 11899728 0.05138 0.58119 0.36743 0 0 0 HJCF Pooled Fund 13823646 F 13823646 Part V, Line 4: Donor-restricted endowment funds are held to support the following activities of the ERJCC: children, teen, and family scholarships; general operations, senior programs, cultural and performing arts, building maintenance, leadership training, capital projects, West Houston staff development, and other activities. 1 Evelyn Rubenstein JCC 5601 S Braeswood Blvd Houston TX 77096 741198298 501(c)(3) 322950 0 Program Operations 1 Part I, Line 2: The organization only makes grants to its supported organization. The close relationship between the organizations enables the Foundation to monitor the use of grant funds. 0 0 0 0 0 0 0 0 0 Joel Dinkin CEO 0 298380 0 0 0 10014 0 21428 0 0 0 329822 0 0 Alison Sullivan CFO 0 183338 0 0 0 6476 0 5751 0 1476 0 197041 0 0 Part I, Line 3 The Evelyn Rubenstein Jewish Community Center of Houston used the following methods to establish compensation for the CEO: written employment contract, compensation survey or study, and approval by the Board or compensation committee. Form 990, Part VI, Section A, line 2 Bobbi Samuels and Jeremy Samuels have a family relationship. Form 990, Part VI, Section B, line 11b Form 990 is reviewed by the CEO and CFO of the Evelyn Rubenstein Jewish Community Center prior to providing a copy to the board and filing with the IRS. Form 990, Part VI, Section B, line 12c At the new board member orientation and at the first board meeting of each new fiscal year, a review of policies related to conflicts of interest is conducted. Form 990, Part VI, Section C, line 19 Available upon request. Form 990, Part VII, Compensation Explanation: Joel Dinkin is a full-time employee of the Evelyn Rubenstein Jewish Community Center of Houston. He received no compensation for services rendered to the Jewish Community Center Endowment Fund. Alison Sullivan is a full-time employee of the Evelyn Rubenstein Jewish Community Center of Houston. She received no compensation for services rendered to the Jewish Community Center Endowment Fund. Evelyn Rubenstein JCC of Houston 5601 S Braeswood Blvd Houston TX 77096 741198298 To promote social welfare TX 501(c)(3) Line 7 N/A 0 0 1 0 0 0 0 0 0 0 0 0 0 1 1 1 0 0 0 0