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Nonprofiteer
← JHS OF MICHIGAN HERITAGE FOUNDATION

Form 990 for tax year 2025

Filed by JHS OF MICHIGAN HERITAGE FOUNDATION.

Totals

Total revenue
$40,989
Total expenses
$64,330
Contributions and grants received
$0
Grants paid
$61,318
Program service revenue
$0
Investment income
$40,989
Other revenue
$0
Total assets, end of year
$1,900,779
Total liabilities, end of year
$138,313
Net assets or fund balances, end of year
$1,762,466
Program services expenses (Part IX)
$64,330
Management and general expenses
$0
Fundraising expenses
$0
Program service expenses (Part III)
$64,330

Program services were 100.0% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.

Line items

Every line the filer filed in Parts VIII, IX and X, as filed and in filed order. Blank columns are left out, and the lines are not forced to add up to the totals above.

Revenue

Part VIII, the statement of revenue.

  • 3 · Investment income

    total $40,989 · excluded $40,989

Functional expenses

Part IX, the statement of functional expenses.

  • 1 · Grants to domestic organizations and governments

    total $61,318 · program services $61,318

  • 11f · Fees: investment management

    total $3,012 · program services $3,012

Balance sheet

Part X, book values.

  • 4 · Accounts receivable

    beginning of year $1,600

  • 11 · Investments: publicly traded securities

    beginning of year $1,623,403 · end of year $1,900,779

  • 25 · Other liabilities

    beginning of year $138,313 · end of year $138,313

  • 27 · Net assets without donor restrictions

    beginning of year $1,486,690 · end of year $1,762,466

Mission and programs · 2025

Mission

THE TAXPAYER ACTS AS A SUPPORTING ORGANIZATION TO THE JEWISH HISTORICAL SOCIETY OF MICHIGAN ("JHS"), A 501 (C) (3) ORGANIZATION. INCOME FROM THE INVESTMENTS BY THE TAXPAYER IS AVAILABLE FOR DISTRIBUTION TO THE JHS.

  • DISTRIBUTIONS TO SUPPORT THE JEWISH HISTORICAL SOCIETY OF MICHIGAN

    Expenses $64,330 · Grants $61,318

As filed on the 2025 return.

Listed in Part VII

  • Ken Bernard

    PRESIDENT

    Total calculated
    $0

  • Arnold Collens

    DIRECTOR

    Total calculated
    $0

  • Ann J Conrad

    DIRECTOR

    Total calculated
    $0

  • James D Grey

    DIRECTOR

    Total calculated
    $0

  • Robert D Kaplow

    TREASURER

    Total calculated
    $0

  • Risha Ring

    DIRECTOR

    Total calculated
    $0

  • Ann Rock

    SECRETARY

    Total calculated
    $0

  • Joel Ungar

    DIRECTOR

    Total calculated
    $0

Compensation is as filed in Part VII: reportable pay from this organization and from related organizations, other compensation, and hours per week. The total, marked calculated, is our sum of the three dollar columns, with a blank column counted as $0; the form itself has no total. On a Form 990-EZ the columns are Part IV's instead, and on a Form 990-PF Part VIII's — compensation, contributions to benefit plans, and expense account — and the total sums those.

Grants on this return

Related organizations on this return

Schedule R Part II: tax-exempt organizations related to the filer by control. It does not record shared board members or money.

Provenance

Return type
form_990
Tax year
2025
Filed
29 July 2026
IRS schema version
2025v4.0
Source object
202642379349301304

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