2025-04-08T07:53:41-05:00 2024-06-30 721088864 LAPORTE APAC 111 VETERANS MEMORIAL BLVD 600 METAIRIE LA 700054958 990 2023-07-01 760542408 HOLOCAUST MUSEUM HOUSTON FOUNDATION HOLO 7139428000 5401 CAROLINE HOUSTON TX 77004 KRISTIN ALBERS LAMM CHIEF FINANCIAL OFFICER 7139428000 2025-03-28 1 1 JOHN S WILES CPA P01222673 5048355522 2025-03-28 2023 2025-03-06 01:10:19Z KRISTIN ALBERS LAMM 5401 CAROLINE HOUSTON TX 77004 4707538 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 1146986 114859 0 0 984696 455706 0 0 2131682 570565 575000 575000 0 0 256778 158884 0 0 0 107589 186436 939367 920320 1192315 -349755 12426231 12964304 53304 3759 12372927 12960545 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 575000 575000 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. 575000 1 1 0 0 0 0 0 0 0 1 1 0 0 0 1 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 LAMM 7139428000 5401 CAROLINE HOUSTON TX 77004 X GAIL STALAROW CHAIR 1.00 X X 0 0 0 PEPPER LIEBERMAN SECRETARY 1.00 X X 0 0 0 ELYN A RODRIGUEZ TREASURER 1.00 X X 0 0 0 STAN LEVY IMMEDIATE PAST CHAIR 1.00 X X 0 0 0 BJ HERZ HMH CHAIR 1.00 1.00 X X 0 0 0 BRIAN CARESS HMH TREASURER 1.00 1.00 X X 0 0 0 ELYSE KALMANS HMH CHAIR-ELECT 1.00 1.00 X X 0 0 0 RICK KAPLAN 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 ANN BAKER RONN 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 KELLY ZUNIGA CEO (EMPLOYED THROUGH 6/30/23) 4.00 36.00 X 0 122186 17904 KRISTEN ALBERS LAMM CFO & CO-EXECUTIVE DIRECTOR 4.00 36.00 X 0 179077 20589 TAMARA SAVAGE CO-EXECUTIVE DIRECTOR 1.00 39.00 X 0 126300 22204 0 427563 60697 0 0 1 0 0 114859 114859 367053 367053 4225626 4136973 88653 88653 88653 570565 0 0 455706 575000 575000 136264 136264 801 801 10726 10726 11093 11093 10100 10100 24177 24177 39215 39215 101 101 352 352 8327 8327 4966 4966 BAD DEBT 98558 98558 CATERING 640 640 920320 575000 345320 0 31364 157296 638773 351153 1344 24980 16653 16653 8327 11739441 12445870 0 314 12426231 12964304 53304 3759 53304 3759 X 4073438 3975717 8299489 8984828 12372927 12960545 12426231 12964304 X -349755 929065 8308 X X 0 1 X 1 0 X X 1 HOLOCAUST MUSEUM HOUSTON 760331398 7 1 575000 0 1 575000 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-FIVE DIFFERENT ENDOWMENT FUNDS ALL SUPPORTING DIFFERENT OPERATIONAL ASPECTS OF HMH. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 12372927 123167 1360594 353437 542706 12960545 11058004 1127947 1100256 297219 616061 12372927 13171686 698846 -1757458 414559 640511 11058004 10498385 462402 3007254 289429 506926 13171686 10998762 591886 -253297 230142 608824 10498385 0.30700 0.69300 1 0 24980 16653 8327 8327 DUE TO MUSEUM 3759 3759 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 I 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, 2024 AND 2023. 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) 252447 0 GENERAL SUPPORT HOLOCAUST MUSEUM HOUSTON 5401 CAROLINE HOUSTON TX 77004 760331398 501(C)(3) 322553 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 LAMM CFO & CO-EXECUTIVE DIRECTOR 0 170077 0 9000 0 0 0 8096 0 12493 0 199666 0 0 PART I, LINE 3 THE CEO IS COMPENSATED BY HOLOCAUST MUSEUM HOUSTON (HMH) ANOTHER TAX-EXEMPT ORGANIZATION. HMH USES THE FOLLOWING METHODS TO ESTABLISH THE CEO'S COMPENSATION: COMPENSATION COMMITTEE, FORM 990 OF OTHER ORGANIZATIONS, COMPENSATION SURVEY OR STUDY, AND APPROVAL BY THE BOARD OR COMPENSATION COMMITTEE. 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 SHALL BE ELECTED BY A MAJORITY OF ALL DIRECTORS HOLDING OFFICE IMMEDIATELY BEFORE THE ELECTION IS HELD. THE ELECTION OF UNAFFILIATED DIRECTORS SHALL BE HELD AT THE ANNUAL MEETING OF THE FOUNDATION. ADDITIONAL AFFILIATED DIRECTORS, IF ANY, SHALL BE CHOSEN BY THE MUSEUM USING SUCH METHOD OF SELECTION AS THE MUSEUM, IN ITS DISCRETION CHOOSES. 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 VII KELLY ZUNIGA SERVED AS THE ORGANIZATION'S CEO THROUGH 6/30/2023 AND DID NOT RECEIVE ANY COMPENSATION DURING THIS FISCAL YEAR. HER COMPENSATION REPORTED ON PART VII WAS RECEIVED DURING HER TENURE AS CEO FOR THE 2023 CALENDAR YEAR AND IS BEING REPORTED IN ACCORDANCE WITH FORM 990 REQUIREMENTS. FORM 990, PART XI, LINE 9: PLEDGE RECEIVABLE DISCOUNT 8,308. 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 0 0 0 0 0 0 0 0 1 1 1 1 1 0 1 1