Form 990 for tax year 2023
Filed by MARY L AND WILLIAM J OSHER FOUNDATION.
Totals
- Total revenue
- $1,491,430
- Total expenses
- $3,483,669
- Contributions and grants received
- $0
- Grants paid
- $3,150,000
- Program services expenses (Part IX)
- $3,150,000
- Management and general expenses
- $333,669
- Fundraising expenses
- $0
- Program service expenses (Part III)
- $3,150,000
Program services were 90.4% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.
Listed in Part VII
-
Michael Rubenstein
President
- Total calculated
- $0
- Hours/week
- 1 + 2 related
-
Suzanne Jacobson
Secretary
- Total calculated
- $222,992
- From this org
- $0
- From related orgs
- $213,256
- Other
- $9,736
- Hours/week
- 1 + 50 related
Schedule J breakdown matched by us
- Base
- $0 + $212,256 related
- Bonus
- $0 + $1,000 related
- Other
- $0
- Deferred
- $0 + $7,277 related
- Nontaxable benefits
- $0 + $2,459 related
- Filer's total
- $0 + $222,992 related
-
Martha Kaplan Freedman
Trustee
- Total calculated
- $0
- Hours/week
- 1 + 1 related
-
Elizabeth Osher Del-Pico
Trustee
- Total calculated
- $0
- Hours/week
- 1
-
Anne Osher
Trustee
- Total calculated
- $0
- Hours/week
- 1
-
Henry P Osher
Trustee
- Total calculated
- $0
- Hours/week
- 1
-
Esther Polland
Trustee
- Total calculated
- $0
- Hours/week
- 1 + 2 related
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 — 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
Answered yes
None.
Answered no
- 4a · Severance or change-of-control payment
- 4b · Supplemental nonqualified retirement plan
- 4c · Equity-based compensation arrangement
- 5a · Pay contingent on this organization's revenues
- 5b · Pay contingent on a related organization's revenues
- 6a · Pay contingent on this organization's net earnings
- 6b · Pay contingent on a related organization's net earnings
- 7 · Other non-fixed payments
- 8 · Paid under the initial-contract exception
The filer's explanations (Part III)
- Part III- Additional Information
- The Jewish Federation of Greater Houston used the following methods to establish the compensation of Suzanne Jacobson: Salary survey for other large, intermediate Federations, Form 990 of other nonprofit organizations, and approval by the Personnel Committee.
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
-
American Jewish Joint Distribution Committee
$2,150,000
General support
-
Jewish Federation of Greater Houston
$850,000
General support
-
Houston Jewish Community Foundation
$100,000
General support
-
General support
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 Federation of Greater Houston
501(c)(3) · Preserve and enrich Jewish communal life · TX
-
501(c)(3) · Support the Jewish Federation of Greater Houston · TX
Directly controlled by Jewish Federation of Greater Houston
-
Donald & Martha Kaplan Freedman Fdn
501(c)(3) · Support the Houston Jewish Community Foundation · TX
Directly controlled by Houston Jewish Community Foundation
-
Alan F & Diane R Levin Family Fdn
501(c)(3) · Support Jewish Federation & Houston Jewish Comm Fdn · TX
Directly controlled by Jewish Federation & Hstn Jewish Comm Fdn
-
501(c)(3) · Support the Jewish Federation of Greater Houston · TX
Directly controlled by Jewish Federation of Greater Houston
-
Houston Jewish Community Foundation
501(c)(3) · Donor-centered community foundation · TX
Directly controlled by Jewish Federation of Greater Houston
Provenance
- Return type
- form_990
- Tax year
- 2023
- Filed
- 15 July 2025
- IRS schema version
- 2023v6.0
- Source object
- 202501969349301760
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