2025-12-22T12:49:57-06:00 2025-06-30 721088864 LAPORTE APAC 111 VETERANS MEMORIAL BLVD 600 METAIRIE LA 700054958 990 2024-07-01 760542408 HOLOCAUST MUSEUM HOUSTON FOUNDATION HOLO 7139428000 5401 CAROLINE HOUSTON TX 77004 KRISTIN ALBERS CHIEF FINANCIAL OFFICER 7139428000 2025-12-22 1 1 JOHN S WILES CPA P01222673 5048355522 2025-12-18 2024 2025-03-06 01:10:19Z KRISTIN ALBERS 5401 CAROLINE HOUSTON TX 77004 1629558 0 X N/A X 1997 TX SUPPORT HOLOCAUST MUSEUM HOUSTON FINANCIALLY IN EDUCATING PEOPLE ABOUT THE (CONT'D ON SCH O) HOLOCAUST, REMEMBERING THE 6 MILLION JEWS AND OTHER INNOCENT VICTIMS AND HONORING THE SURVIVORS' LEGACY. 16 16 0 16 0 0 114859 290781 0 0 455706 362125 0 0 570565 652906 575000 638763 0 0 158884 68380 0 0 0 186436 76048 920320 783191 -349755 -130285 12964304 13879361 3759 0 12960545 13879361 SUPPORT HOLOCAUST MUSEUM HOUSTON FINANCIALLY IN EDUCATING PEOPLE ABOUT THE HOLOCAUST, REMEMBERING THE 6 MILLION JEWS AND OTHER INNOCENT VICTIMS AND HONORING THE SURVIVORS' LEGACY. 0 0 638763 638763 THE FOUNDATION RAISES AND INVESTS FUNDS FOR THE BENEFIT OF HOLOCAUST MUSEUM HOUSTON. THE MUSEUM'S MISSION IS DEDICATED TO EDUCATING PEOPLE ABOUT THE DANGERS OF HATRED, PREJUDICE AND APATHY USING THE LESSONS OF THE HOLOCAUST. THOUSANDS OF PERSONS VISIT THE MUSEUM EACH YEAR. 638763 1 1 0 0 0 0 0 0 0 1 1 0 0 0 0 1 0 1 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 X 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 X 16 16 0 0 0 0 1 1 0 1 0 0 0 1 1 1 1 1 1 1 0 0 X X KRISTIN ALBERS 7139428000 5401 CAROLINE HOUSTON TX 77004 GAIL STALAROW CHAIR 1.00 1.00 X X 0 0 0 PEPPER LIEBERMAN SECRETARY 1.00 1.00 X X 0 0 0 ELYN A RODRIGUEZ TREASURER 1.00 1.00 X X 0 0 0 STAN LEVY DIRECTOR 1.00 X 0 0 0 COREY POWELL DIRECTOR 1.00 X 0 0 0 BRIAN CARESS DIRECTOR 1.00 X 0 0 0 ELYSE SPECTOR KALMANS DIRECTOR 1.00 X 0 0 0 DAVID ZAHN DIRECTOR 1.00 X 0 0 0 BARNETT GERSHEN DIRECTOR 1.00 X 0 0 0 JACK KINS DIRECTOR 1.00 X 0 0 0 JEFF STEIN DIRECTOR 1.00 X 0 0 0 BARRY GOLDBLATT DIRECTOR 1.00 X 0 0 0 ROB TEIGMAN DIRECTOR 1.00 X 0 0 0 MICHAEL DOUSTAN DIRECTOR 1.00 X 0 0 0 BRIAN GAISTER DIRECTOR 1.00 X 0 0 0 PHIL PILIBOSIAN DIRECTOR 1.00 X 0 0 0 LINDA BURGER INTERIM CEO 4.00 36.00 X 0 141751 0 KRISTEN ALBERS CHIEF FINANCIAL OFFICER 4.00 36.00 X 0 172798 17675 TAMARA SAVAGE CHIEF OPERATING OFFICER 1.00 39.00 X 0 125033 11810 0 439582 29485 0 0 1 0 0 290781 23970 290781 373081 373081 965696 976652 -10956 -10956 -10956 652906 0 0 362125 638763 638763 63427 63427 4953 4953 9750 9750 21375 21375 30527 30527 142 142 1344 1344 8327 8327 4977 4977 CATERING 124 124 BAD DEBT -518 -518 783191 638763 144428 0 157296 1306 351153 254576 1344 0 24980 24980 8327 0 12445870 13603479 314 20000 12964304 13879361 3759 0 3759 0 X 3975717 4075072 8984828 9804289 12960545 13879361 12964304 13879361 X -130285 1046063 3038 X X 0 1 X 1 0 X X 1 HOLOCAUST MUSEUM HOUSTON 760331398 7 1 638763 0 1 638763 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 1 1 X 1 0 PART IV, SECTION D, LINE 3: THE CHAIR, THE CHAIR-ELECT, AND THE TREASURER OF THE BOARD OF TRUSTEES OF THE HOLOCAUST MUSEUM HOUSTON, THE ORGANIZATION'S SUPPORTED ORGANIZATION, ARE POSITION AFFILIATED DIRECTORS OF THE FOUNDATION. IN THIS POSITION, THE AFFILIATED DIRECTORS ARE ABLE TO EXERCISE A SIGNIFICANT VOICE IN THE FOUNDATION'S INVESTMENT POLICIES, GRANTMAKING, AND USE OF THE FOUNDATION'S INCOME AND ASSETS. PART IV, SECTION E, LINE 2A: HOLOCAUST MUSEUM HOUSTON FOUNDATION OPERATES EXCLUSIVELY FOR THE BENEFIT OF HOLOCAUST MUSEUM HOUSTON. DISTRIBUTIONS BY THE FOUNDATION ARE LIMITED TO THE MUSEUM OR TO ANOTHER QUALIFIED ORGANIZATION DESIGNATED BY THE MUSEUM. DISTRIBUTIONS RECEIVED BY HOLOCAUST MUSEUM HOUSTON ARE USED IN MAINTAINING A MEMORIAL TO THE MILLIONS OF HOLOCAUST VICTIMS AND FUNDING EDUCATIONAL AND OTHER PROGRAMS IN AN EFFORT TO EDUCATE PEOPLE ABOUT THE HOLOCAUST, USING THE LESSONS OF THE HOLOCAUST TO TEACH THE DANGERS OF HATRED, PREJUDICE AND APATHY. HOLOCAUST MUSEUM HOUSTON FOUNDATION HOLDS FIFTY-NINE DIFFERENT ENDOWMENT FUNDS ALL SUPPORTING DIFFERENT OPERATIONAL ASPECTS OF HMH. PART IV, SECTION E, LINE 2A: DURING THE FISCAL YEAR COVERED BY THIS FORM 990, THE ORGANIZATION OPERATED AS A TYPE III SUPPORTING ORGANIZATION UNDER IRC 509(A)(3). SUBSEQUENT TO THE CLOSE OF THE FISCAL YEAR, THE ORGANIZATION UNDERTOOK A REVIEW OF ITS GOVERNING DOCUMENTS AND STRUCTURE AND DETERMINED THAT RECLASSIFICATION AS A TYPE I SUPPORTING ORGANIZATION WOULD BETTER REFLECT ITS INTENDED RELATIONSHIP WITH ITS SUPPORTED ORGANIZATIONS AND ENSURE LONG-TERM COMPLIANCE WITH IRS REQUIREMENTS. ACCORDINGLY, AFTER THE FISCAL YEAR END, THE ORGANIZATION AMENDED ITS ARTICLES OF INCORPORATION AND UPDATED ITS BYLAWS TO ALIGN WITH THE OPERATIONAL AND STRUCTURAL REQUIREMENTS APPLICABLE TO A TYPE I SUPPORTING ORGANIZATION, INCLUDING ENSURING THE REQUIRED LEVEL OF CONTROL BY ITS SUPPORTED ORGANIZATION(S). THE ORGANIZATION IS CURRENTLY PREPARING AND SUBMITTING FORM 8940, REQUEST FOR MISCELLANEOUS DETERMINATION, TO FORMALLY REQUEST IRS APPROVAL OF THIS CHANGE IN SUPPORTING ORGANIZATION TYPE. THESE CHANGES OCCURRED AFTER THE FISCAL YEAR REPORTED BUT ARE DISCLOSED HERE FOR TRANSPARENCY AND TO PROVIDE CONTEXT REGARDING THE ORGANIZATION'S ONGOING COMPLIANCE EFFORTS. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 12960545 293819 1386813 436706 325110 13879361 12372927 123167 1360594 353437 542706 12960545 11058004 1127947 1100256 297219 616061 12372927 13171686 698846 -1757458 414559 640511 11058004 10498385 462402 3007254 289429 506926 13171686 0.29000 0.71000 1 0 24980 24980 0 0 X PART X, LINE 2: THE ORGANIZATION IS EXEMPT FROM FEDERAL INCOME TAXES UNDER 501(C)(3) OF THE INTERNAL REVENUE CODE (THE CODE). THE MUSEUM IS CLASSIFIED AS A PUBLIC CHARITY UNDER 509(A)(1) AND 170(B)(1)(A)(VI) AND THE FOUNDATION IS CLASSIFIED AS A TYPE III SUPPORTING ORGANIZATION UNDER 509(A)(3). CONTRIBUTIONS TO THE ORGANIZATION ARE TAX-DEDUCTIBLE WITHIN THE LIMITATIONS PRESCRIBED BY THE CODE. THE MUSEUM MAY RECEIVE INCOME FROM UNRELATED BUSINESS ACTIVITIES; HOWEVER, NO UNRELATED BUSINESS INCOME TAX WAS DUE AT JUNE 30, 2025 AND 2024 THE ORGANIZATION FILES ANNUAL FEDERAL INFORMATION RETURNS. UNCERTAIN TAX POSITIONS ARE RECOGNIZED IN THE CONSOLIDATED FINANCIAL STATEMENTS ONLY IF THAT POSITION IS MORE-LIKELY-THAN-NOT OF BEING SUSTAINED UPON EXAMINATION BY TAXING AUTHORITIES, BASED ON THE TECHNICAL MERITS OF THE POSITION. PENALTIES AND INTEREST ASSESSED BY INCOME TAXING AUTHORITIES, IF ANY, WOULD BE INCLUDED IN INCOME TAX EXPENSE. THE ORGANIZATION DID NOT RECOGNIZE ANY UNCERTAIN TAX POSITIONS OR ANY INTEREST AND PENALTIES RELATED TO UNCERTAIN TAX POSITIONS. THE ORGANIZATION'S TAX RETURNS ARE SUBJECT TO POSSIBLE EXAMINATION BY TAXING AUTHORITIES. FOR FEDERAL INCOME TAX PURPOSES, THE TAX RETURNS ESSENTIALLY REMAIN OPEN FOR POSSIBLE EXAMINATION FOR A PERIOD OF THREE YEARS AFTER THE RESPECTIVE FILING DEADLINES OF THOSE RETURNS. PART V, LINE 4: ENDOWMENT FUNDS ARE INTENDED TO SUPPORT ACTIVITIES OF HOLOCAUST MUSEUM HOUSTON INCLUDING BUT NOT LIMITED TO EDUCATIOANL PROGRAMS, CONSERVATION, LECTURES SERIES, DOCENT PROGRAM, YOM HA'SHOAH PROGRAM, AND CHILD SURVIVORS. 0 HOLOCAUST MUSEUM HOUSTON 5401 CAROLINE HOUSTON TX 77004 760331398 501(C)(3) 202748 0 GENERAL SUPPORT HOLOCAUST MUSEUM HOUSTON 5401 CAROLINE HOUSTON TX 77004 760331398 501(C)(3) 436015 0 PROGRAM SUPPORT 1 PART I, LINE 2 THE FOUNDATION ONLY MAKES GRANTS TO ITS SUPPORTED ORGANIZATION. THE CLOSE CONNECTION BETWEEN THE ORGANIZATIONS SERVES TO MONITOR THE USE OF THE GRANT FUNDS. 0 0 0 0 0 0 0 0 0 KRISTEN ALBERS CHIEF FINANCIAL OFFICER 0 169048 0 3750 0 0 0 8158 0 9517 0 190473 0 0 PART I, LINE 3 THE CEO IS COMPENSATED BY HOLOCAUST MUSEUM HOUSTON (HMH) WHICH IS THE SUPPORTED ORGANIZATION OF HOLOCAUST MUSEUM HOUSTON FOUNDATION. THE BOARD OF HMH USES THE AMERICAN ALLIANCE OF MUSEUMS' COMPARABILITY DATA AND THE DECISIONS AND DELIBERATIONS ARE CONTEMPORANEOUSLY DOCUMENTED. THIS PROCESS IS UNDERTAKEN ANNUALLY. THE CFO'S COMPENSATION IS REVIEWED AND APPROVED BY THE BOARD WHEN THE BUDGET IS APPROVED FOR THE FISCAL YEAR AND THE DECISIONS AND DELIBERATIONS ARE CONTEMPORANEOUSLY DOCUMENTED. FORM 990, PART V, QUESTION 2A THE FOUNDATION IS REPORTING WAGES AND PAYROLL TAXES ON THE STATEMENT OF FUNCTIONAL EXPENSES BUT DOES NOT FILE ITS OWN W-2S. THE FOUNDATION'S PAYROLL FILING COMPLIANCE IS UNDERTAKEN BY THE HOLOCAUST MUSEUM HOUSTON, THE FOUNDATION'S SUPPORTED ORGANIZATION. FORM 990, PART VI, SECTION A, LINE 6 HOLOCAUST MUSEUM HOUSTON IS THE SOLE MEMBER OF HOLOCAUST MUSEUM HOUSTON FOUNDATION. FORM 990, PART VI, SECTION A, LINE 7A THE MAJORITY OF DIRECTORS SHALL HAVE NO CURRENT AFFILIATION WITH HOLOCAUST MUSEUM HOUSTON. THREE OF THE AFFILIATED DIRECTORS SHALL BE THE PERSONS HOLDING THE FOLLOWING OFFICES WITH HOLOCAUST MUSEUM HOUSTON: THE CHAIR, THE CHAIR-ELECT, IF APPLICABLE, AND THE TREASURER OF THE BOARD OF TRUSTEES OF THE MUSEUM. THE UNAFFILIATED DIRECTORS AND ADDITIONAL AFFILIATED DIRECTORS SHALL BE ELECTED BY A MAJORITY OF ALL DIRECTORS HOLDING OFFICE IMMEDIATELY BEFORE THE ELECTION IS HELD. THE ELECTION OF UNAFFILIATED DIRECTORS AND ADDITIONAL AFFILIATED DIRECTORS SHALL BE HELD AT THE ANNUAL MEETING OF THE FOUNDATION. FORM 990, PART VI, SECTION A, LINE 8B THE ORGANIZATION DOES NOT HAVE ANY COMMITTEES WITH THE AUTHORITY TO ACT ON BEHALF OF THE GOVERNING BODY. FORM 990, PART VI, SECTION B, LINE 11B THE 990 IS REVIEWED AND APPROVED BY THE AUDIT COMMITTEE AND THEN PROVIDED TO THE FULL BOARD PRIOR TO FILING WITH THE IRS. FORM 990, PART VI, SECTION B, LINE 12C THE FOUNDATION FOLLOWS THE CONFLICT OF INTEREST POLICY SET FORTH BY HMH, A RELATED TAX-EXEMPT ORGANIZATION. HMH'S POLICY IS AS FOLLOWS: ALL HMH TRUSTEES, BOARD ADVISORS, AND STAFF ARE SUBJECT TO THE ORGANIZATION'S CONFLICT OF INTEREST POLICY. CONFLICT OF INTEREST QUESTIONNAIRES ARE REQUIRED TO BE COMPLETED ANNUALLY AND ALL POTENTIAL CONFLICTS ARE REVIEWED BY THE CEO. FORM 990, PART VI, SECTION B, LINE 15A THE FOUNDATION'S CEO IS COMPENSATED BY HOLOCAUST MUSEUM HOUSTON (HMH), A RELATED ORGANIZATION. HMH USES THE FOLLOWING PROCESS: THE CEO'S COMPENSATION IS REVIEWED AND APPROVED BY THE BOARD. THE BOARD USES THE AMERICAN ALLIANCE OF MUSEUMS' COMPARABILITY DATA AND THE DECISIONS AND DELIBERATIONS ARE CONTEMPORANEOUSLY DOCUMENTED. THE PROCESS IS UNDERTAKEN ANNUALLY. THE CFO IS COMPENSATED BY HOLOCAUST MUSEUM HOUSTON. THE CFO'S COMPENSATION IS REVIEWED AND APPROVED ANNUALLY BY THE CEO. FORM 990, PART VI, SECTION C, LINE 19 AUDITED FINANCIAL STATEMENTS ARE AVAILABLE ON HOLOCAUST MUSEUM HOUSTON'S WEBSITE. OTHER DOCUMENTS ARE MADE AVAILABLE UPON REQUEST. FORM 990, PART XI, LINE 9: PLEDGE RECEIVABLE DISCOUNT 3,038. FORM 990, PART XII, LINE 2C: THIS PROCESS HAS NOT CHANGED FROM THE PRIOR YEAR. HOLOCAUST MUSEUM HOUSTON 5401 CAROLINE HOUSTON TX 77004 760331398 EDUCATE THE PUBLIC ABOUT THE HOLOCAUST & GENOCIDE TX 501(C)(3) LINE 7 N/A 0 0 1 0 1 0 0 0 0 0 0 0 1 1 1 1 1 0 1 1