2025-07-15T10:43:10-05:00 2024-08-31 760269860 Blazek & Vetterling 2900 Weslayan Suite 200 Houston TX 77027 990 2023-09-01 205094518 Mary L and William J Osher Foundation MARY 3466994523 5603 South Braeswood Blvd Houston TX 77096 Michael Rubenstein President 3466994523 2025-07-15 1 0 Susanna Blackmon P01226926 7134395739 2025-07-15 2023 2025-03-06 01:10:19Z Michael Rubenstein 5603 South Braeswood Blvd Houston TX 77096 11100591 0 X None X 2006 TX Support advancement of the human condition - human rights, health, education & maintenance of peace. 7 6 0 7 229284 204556 0 0 0 0 828282 1531493 -64251 -40063 764031 1491430 600000 3150000 0 0 0 0 0 0 0 332589 333669 932589 3483669 -168558 -1992239 32332778 32305051 1164472 626442 31168306 31678609 See Schedule OThe purpose of the Mary L. and William J. Osher Foundation, stated in its most general way, is the advancement of the human condition. In more particular terms, as part of its mission, the Foundation will consider the use of its assets for the attainment of advancements relating to the following fields: 1. Human rights 2. Human health 3. Education 4. Maintenance of peace and individual equanimity 5. Further development of the fruits of civilization such as arts and technical development. 0 0 3150000 3150000 The Mary L. & William J. Osher Foundation, as stated in its Articles of Incorporation, is organized exclusively for charitable, educational, and religious purposes to conduct and support activities for the benefit of, or to carry out, the purposes of the Jewish Federation of Greater Houston. The Mary L. & William J. Osher Foundation accomplishes these goals by awarding grants to charitable, educational, and religious organizations. 3150000 1 0 0 0 0 0 0 0 0 1 0 1 0 0 0 0 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 0 1 0 0 0 1 0 0 0 1 1 0 0 0 0 0 0 0 0 0 0 0 X 7 6 1 0 0 0 0 1 0 1 1 0 0 1 1 1 1 1 1 0 0 0 X Paul Weaver 3466994523 5603 South Braeswood Blvd Houston TX 77096 X Michael Rubenstein President 1.00 2.00 X X 0 0 0 Suzanne Jacobson Secretary 1.00 50.00 X X 0 213256 9736 Martha Kaplan Freedman Trustee 1.00 1.00 X 0 0 0 Elizabeth Osher Del-Pico Trustee 1.00 0.00 X 0 0 0 Anne Osher Trustee 1.00 0.00 X 0 0 0 Henry P Osher Trustee 1.00 0.00 X 0 0 0 Esther Polland Trustee 1.00 2.00 X 0 0 0 0 213256 9736 0 0 1 0 Morgan Stanley 2 North Tamiami Tr Sarasota FL 34236 Investment Advisor 211017 1 769934 769934 10370720 9609161 761559 761559 269973 491586 Settlement income 900099 626 626 UBTI from K-1s 525990 -40689 -40689 -40063 1491430 0 229284 1262146 3150000 3150000 4750 4750 211017 211017 87902 87902 UBI taxes 30000 30000 3483669 3150000 333669 0 923477 882873 75664 86720 20665354 19349281 10668283 11986177 32332778 32305051 49472 10442 1115000 616000 1164472 626442 X 31168306 31678609 31168306 31678609 32332778 32305051 -1992239 2502542 0 X 0 1 X 1 0 X X X 1 Jewish Federation of Greater Houston 741109654 7 1 3483669 0 1 3483669 0 1 0 0 0 0 1 0 0 0 0 0 0 0 0 0 1 0 Part IV- Description Of Grants Or Provided Benefits To Others The Mary L. & William J. Osher Foundation is organized to conduct and support activities for the benefit of, or to carry out, the purposes of the Jewish Federation of Greater Houston. The Mary L. & William J. Osher Foundation accomplishes these goals by awarding grants to the Jewish Federation of Greater Houston as well as other charitable, educational and religious organizations for purposes consistent with the mission of the Jewish Federation of Greater Houston. 31168306 3782956 3150000 122653 31678609 30397138 1505812 600000 134644 31168306 35549887 -3533104 1500000 119645 30397138 31657006 5928317 1939000 96436 35549887 30740967 1459599 445000 98560 31657006 1.00000 0.00000 0.00000 0 0 0 Hedge funds 2487200 F Private equity partnerships 9498977 F 11986177 Part V, Line 4: The Mary L. & William J. Osher 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. Central America and the Caribbean 0 0 Investments 5922676 Europe (including Iceland & Greenland) 0 0 Investments 372578 North America 0 0 Investments 497491 0 0 0 0 0 0 6792745 0 6792745 1 0 1 0 1 0 Part I, Line 3f - Investments & Expenditures Per Region The amounts reported in Part I, column (f) reflect the fair value of foreign investments held as of the end of the fiscal year. 1 Houston Jewish Community Foundation 5603 South Braeswood Blvd Houston TX 77096 760187329 501(c)(3) 100000 0 General support Jewish Federation of Greater Houston 5603 South Braeswood Blvd Houston TX 77096 741109654 501(c)(3) 850000 0 General support American Jewish Joint Distribution Committee 220 East 42nd St Ste 400 New York NY 10017 131656634 501(c)(3) 2150000 0 General support Hand in Hand-Center for Jewish-Arab Education PO Box 80102 Portland OR 97280 931269590 501(c)(3) 50000 0 General support 4 0 Part I, Line 2: Organizations that receive funds/grants from the Mary L. and William J. Osher Foundation are required to execute a "Grant Agreement" that commits the organization to use the funds for the purpose for which they were granted, keep financial records to adequately account for the funds, and submit a written status report six months from the date of the grant distribution. The status report must contain an updated budget and expense report for the grant period and a one-page report summarizing and evaluating the use of the grant funds. 0 0 0 0 0 0 0 0 0 Suzanne Jacobson Secretary 0 212256 0 1000 0 0 0 7277 0 2459 0 222992 0 0 Part III- Additional Information The Jewish Federation of Greater Houston used the following methods to establish the compensation of Suzanne Jacobson: Salary survey for other large, intermediate Federations, Form 990 of other nonprofit organizations, and approval by the Personnel Committee. Form 990, Part VI, Section A, line 2 Anne Osher, Elizabeth Osher Del-Pico and Henry P. Osher have a family relationship. Form 990, Part VI, Section A, line 7a The directors of the Foundation are divided into two classes: the Federation Class and the Donor Class. The Federation directors shall always constitute a majority of the directors and may not be persons who are at the time related or subordinate to the Foundation's founder, Dr. William Osher. The Federation directors are appointed by the Jewish Federation of Greater Houston. The Donor directors are appointed by the Founder during his lifetime and by his designee thereafter. Form 990, Part VI, Section B, line 11b The Form 990 is initially reviewed by the Houston Jewish Community Foundation's staff accountant and CFO. The Form is then reviewed by the Executive Director of the Houston Jewish Community Foundation. A copy is then provided to all Board Members prior to filing. Form 990, Part VI, Section B, line 12c Board Members 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, Section C, line 19 Upon request. Form 990, Part VII - Compensation Explanation Suzanne Jacobson spends 40 hours per week in her position as Sr. Vice President of Major Gifts for the Jewish Federation of Greater Houston. She receives no compensation for services provided to the Mary L. & William J. Osher Foundation. Jewish Federation of Greater Houston 5603 S Braeswood Blvd Houston TX 77096 741109654 Preserve and enrich Jewish communal life TX 501(c)(3) Line 7 N/A 0 The Becker Family Foundation 5603 S Braeswood Blvd Houston TX 77096 760560995 Support the Jewish Federation of Greater Houston TX 501(c)(3) Line 12a, I Jewish Federation of Greater Houston 0 Donald & Martha Kaplan Freedman Fdn 5603 S Braeswood Blvd Houston TX 77096 455449056 Support the Houston Jewish Community Foundation TX 501(c)(3) Line 12a, I Houston Jewish Community Foundation 0 Alan F & Diane R Levin Family Fdn 5603 S Braeswood Blvd Houston TX 77096 760613294 Support Jewish Federation & Houston Jewish Comm Fdn TX 501(c)(3) Line 12a, I Jewish Federation & Hstn Jewish Comm Fdn 0 The Rauch Foundation 5603 S Braeswood Blvd Houston TX 77096 760300344 Support the Jewish Federation of Greater Houston TX 501(c)(3) Line 12a, I Jewish Federation of Greater Houston 0 Houston Jewish Community Foundation 5603 S Braeswood Blvd Houston TX 77096 760187329 Donor-centered community foundation TX 501(c)(3) Line 7 Jewish Federation of Greater Houston 0 0 1 0 0 0 0 0 0 0 0 0 0 1 1 1 0 0 0 0