Form 990 for tax year 2023

Totals

Total revenue

$12,178,982

Total expenses

$11,650,390

Contributions and grants received

$0

Grants paid

$9,347,054

Program service revenue

$0

Investment income

$12,178,982

Other revenue

$0

Total assets, end of year

$288,402,472

Total liabilities, end of year

$3,236,639

Net assets or fund balances, end of year

$285,165,833

Program services expenses (Part IX)

$9,943,338

Management and general expenses

$1,707,052

Fundraising expenses

$0

Program service expenses (Part III)

$9,943,338

Program services were 85.3% 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.

Mission and programs · 2023

• SUPPORT PROVIDED TO THE JEWISH HERITAGE MITZVAH FUND AND FOR SCIENTIFIC AND MEDICAL EDUCATION/RESEARCH; JEWISH COMMUNITIES; AND PUBLIC HEALTH AND WELLNESS.

  Expenses $9,943,338 · Grants $9,347,054 · Revenue $12,178,982

As filed on the 2023 return. The filer continues this part on Schedule O, which is not shown here.

Listed in Part VII

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. A Schedule J breakdown is as filed: base pay, bonus, other, deferred compensation and nontaxable benefits from this organization, with any from related organizations beside each, and the filer's own total. It is shown with the Part VII listing of the same name on the same return. The form gives no key between the two, so that pairing is ours, and is marked matched by us.

Schedule J

Part I's answers as filed. A line not listed was left unanswered; on lines 1a and 3 that means the box was not checked.

Grants on this return

• JEWISH COMMUNITY OF LOUISVILLE

  $2,317,136

  OUTREACH AND ENGAGEMENT PROGRAMS, LOUISVILLE STANDS WITH ISRAEL CAMPAIGN, PROGRAM SUPPORT, SAFE LOUISVILLE, ANNUAL FEDERATION CAMPAIGN, SECURITY FOR LOUISVILLE JEWISH SCHOOLS, EDUCATION CONSULTANT, COMMUNITY PLANNING INITIATIVE, PRESCHOOL SCHOLARSHIPS

• UNIVERSITY OF LOUISVILLE FOUNDATION

  $2,282,965

  CORE LABS, EATING ANXIETY LAB, CENTER FOR FAMILY & COMMUNITY WELL-BEING, RESEARCH ENHANCEMENT PROJECTS, INCREASING RESILIENCE IN LGBTQ+ ADOLESCENTS, SOCIAL JUSTICE YOUTH DEVELOPMENT CERTIFICATE, JEWISH HOSPITAL HISTORY WALL

• JEWISH FAMILY AND CAREER SERVICES

  $1,100,000

  PROGRAM SUPPORT

• UNIVERSITY OF KENTUCKY

  $563,600

  HOLOCAUST EDUCATION INITIATIVE AND JHF SCHOLARS

• PLANNED PARENTHOOD FEDERATION OF AMERICA INC

  $450,000

  YOUTH DEVELOPMENT PROGRAMS

• COMMUNITY FOUNDATION OF LOUISVILLE

  $410,000

  COMMUNITY SAFETY AND HEALING, PUBLIC HEALTH, GIVE FOR GOOD

• THE TEMPLE

  $201,500

  SYNAGOGUE ANNUAL FLEXIBLE FUNDING, RELIGIOUS SCHOOL AND PRESCHOOL SCHOLARSHIPS

• LOUISVILLE METRO POLICE FOUNDATION

  $200,000

  FIRST RESPONDERS WELLNESS CENTER

• LOUISVILLE ORCHESTRA

  $200,000

  JEWISH & BLACK MUSICAL COLLABORATION SERIES

• NEIGHBORHOOD HOUSE

  $180,000

  STAFF CAPACITY

The 10 largest by cash amount. The API serves every itemized grant.

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.

• JEWISH HERITAGE MITZVAH FUND INC

  501(C)(3) · SUPPORTS THE JEWISH AND GENERAL COMMUNITY · KY · controlled entity

  Directly controlled by JEWISH HERITAGE FUND FOR EXCELLENCE INC

Taxable family on this return

Schedule R Parts I, III and IV, as filed. These record ownership and control, not shared board members or money moved.

Provenance

Return type

form_990

Tax year

2023

Filed

28 October 2024

IRS schema version

2023v5.1

Source object

202413049349301226

Check it against the return as filed: the GivingTuesday Data Lake hosts a public copy of the original XML.

The source document this was parsed from is served over the API, which is where bulk and document access live.