Skip to content
Nonprofiteer
← MARY L AND WILLIAM J OSHER FOUNDATION

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

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
2023
Filed
15 July 2025
IRS schema version
2023v6.0
Source object
202501969349301760

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.