2025-02-02T13:53:50-06:00 2023-08-31 760269860 Blazek & Vetterling 2900 Weslayan Suite 200 Houston TX 77027 990 2022-09-01 455449056 Donald and Martha Kaplan Freedman Foundation DONA 3466994523 5603 South Braeswood Blvd Houston TX 77096 Donald Freedman President 3466994523 2025-02-02 1 0 Barbara Murphy P01386215 7134395739 2025-02-02 2022 2025-03-06 01:10:19Z Donald Freedman 5603 South Braeswood Blvd Houston TX 77096 7718220 0 X None X 2012 TX To conduct & support activities for the benefit of the Houston Jewish Community Foundation. 5 3 0 5 96365 0 0 0 0 0 1763837 3268232 -390918 95250 1372919 3363482 1020000 1350000 0 0 0 0 0 0 0 121641 133916 1141641 1483916 231278 1879566 21434632 23567138 9513 11423 21425119 23555715 Support activities for the benefit of, or carry out, the purposes of the Houston Jewish Community Foundation through grants to charitable, educational and religious organizations. 0 0 1350000 1350000 The Donald and Martha Kaplan Freedman 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 Houston Jewish Community Foundation. The Donald and Martha Kaplan Freedman Foundation accomplishes these goals by awarding grants to charitable, educational and religious organizations. 1350000 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 5 3 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 Donald Freedman President 1.00 1.00 X X 0 0 0 Martha Kaplan Freedman Vice President 1.00 1.00 X X 0 0 0 Paul Weaver Secretary 1.00 40.00 X X 0 116713 14167 Roberta Herman-Dietrich Trustee 1.00 40.00 X 0 154985 16161 Jay Kaplan Trustee 1.00 6.00 X 0 0 0 0 271698 30328 0 0 1 0 0 3771148 3771148 3851822 4354738 -502916 -502916 1115 -504031 UBTI from K-1's 525990 95250 95250 95250 3363482 0 96365 3267117 1350000 1350000 6700 6700 65325 65325 56495 56495 1247 1247 Taxes withheld 4149 4149 1483916 1350000 133916 0 206402 373850 7934554 5493718 13293676 17699570 21434632 23567138 9513 11423 9513 11423 X 21425119 23555715 21425119 23555715 21434632 23567138 1879566 251030 0 X 0 1 X 1 0 X X 1 Houston Jewish Community Foundation 760187329 7 1 1483916 0 1 1483916 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 Other The Donald and Martha Kaplan Freedman Foundation is organized to conduct and support activities for the benefit of, or to carry out, the purposes of the Houston Jewish Community Foundation (HJCF). The Donald and Martha Kaplan Freedman Foundation accomplishes these goals by awarding grants to the HJCF as well as other charitable, educational and religious organizations for purposes consistent with the mission of the HJCF. 21425119 3545038 1350000 64442 23555715 21818566 690640 1020000 64087 21425119 20981520 1997756 1100000 60710 21818566 15388641 7182404 -631695 900000 57830 20981520 16144584 295500 1000000 51443 15388641 1.00000 0.00000 0.00000 0 0 0 Partnerships & alternative inv. 17699570 C 17699570 Part V, Line 4: The Donald and Martha Kaplan Freedman Foundation holds funds to support the mission of the Houston Jewish Community Foundation 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 1383907 North America 0 0 Investments 737866 0 0 0 0 0 0 2121773 0 2121773 1 0 1 1 1 0 Part III Accounting Method: Part I, Line 3f - Investments & Expenditures Per Region The amounts reported in Part I, column (f) reflect the cost basis of foreign investments held as of the end of the fiscal year. 1 Houston Jewish Community Fdn 5603 South Braeswood Blvd Houston TX 77096 760187329 501(c)(3) 1350000 0 General support 1 0 Part I, Line 2: Grants are only made to U.S. domestic 501(c)(3) entities, including the Foundation's supported organization. 501(c)(3) status is verified prior to making grants. Grantees are typically large, well-established public charities so the Foundation does not deem it necessary to follow up on the use of each grant. 0 0 0 0 0 0 0 0 0 Roberta Herman-Dietrich Trustee 0 154985 0 0 0 0 0 3604 0 12557 0 171146 0 0 Form 990, Part VI, Section A, line 2 Donald Freedman and Martha Kaplan Freedman have a family relationship. Form 990, Part VI, Section A, line 7a The Foundation has two classes of Directors, the Supported Organization Directors and the Donor Family Directors. The Supported Organization Directors shall always constitute a majority of the Directors and may not be "related or subordinate to" Donald and/or Martha Kaplan Freedman (the Founders). The Supported Organization Directors are appointed by Houston Jewish Community Foundation. The Donor Family Directors are appointed by the Founders during their lifetimes and by their designees 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 Paul Weaver spends 40 hours per week in his position as CFO of the Houston Jewish Community Foundation. He receives no compensation for services provided to the Donald and Martha Kaplan Freedman Foundation. Roberta Herman-Dietrich spends 40 hours per week in her position as Executive Director for the Houston Jewish Community Foundation. She receives no compensation for services provided to the Donald and Martha Kaplan Freedman 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 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 & Houston Jewish Comm Fdn 0 Mary L & William J Osher Fdn 5603 S Braeswood Blvd Houston TX 77096 205094518 Support the Jewish Federation of Greater Houston TX 501(c)(3) Line 12a, I Jewish Federation of Greater Houston 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