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Nonprofiteer
← JEWISH HERITAGE FUND FOR EXCELLENCE INC

Form 990 for tax year 2022

Filed by JEWISH HERITAGE FUND FOR EXCELLENCE INC.

Totals

Total revenue
$11,580,328
Total expenses
$14,584,645
Contributions and grants received
$0
Grants paid
$12,217,005
Program service revenue
$0
Investment income
$11,580,328
Other revenue
$0
Total assets, end of year
$261,077,404
Total liabilities, end of year
$3,338,718
Net assets or fund balances, end of year
$257,738,686
Program services expenses (Part IX)
$13,008,822
Management and general expenses
$1,575,823
Fundraising expenses
$0
Program service expenses (Part III)
$13,008,822

Program services were 89.2% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.

Listed in Part VII

  • DR KAREN ABRAMS

    VICE CHAIR

    Total calculated
    $0
    Hours/week
    1

  • WILLIAM ALTMAN

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • BETSY BENNETT

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • JON GOLDBERG

    CHAIR

    Total calculated
    $0
    Hours/week
    1

  • ERIC GOODMAN

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • SANDY HAMMOND

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • ALLAN LATTS

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • GLENN E LEVINE

    EX-OFFICIO

    Total calculated
    $0
    Hours/week
    1

  • DR NANCY MARTIN

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • DR KEN MCLEISH

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • DR URSULA MULLINS

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • DR JULIA RICHERSON

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • BRUCE ROTH

    TREASURER

    Total calculated
    $0
    Hours/week
    1

  • LINDA SCHUSTER

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • ROBIN STRATTON

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • MARK SWITOW

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • DR GERALD TEMES

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • ANDREW TRAGER-KUSMAN

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • JENNIFER TUVLIN

    SECRETARY

    Total calculated
    $0
    Hours/week
    1

  • JACQUELYNE RICHARDSON

    TRUSTEE (PREVIOUS)

    Total calculated
    $0
    Hours/week
    1

  • AMY LAPINSKI

    TRUSTEE (PREVIOUS)

    Total calculated
    $0
    Hours/week
    1

  • JEFF POLSON

    PRESIDENT AND CEO

    Total calculated
    $290,104
    From this org
    $264,712
    From related orgs
    $0
    Other
    $25,392
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $264,712
    Bonus
    $0
    Other
    $0
    Deferred
    $15,882
    Nontaxable benefits
    $9,510
    Filer's total
    $290,104

  • TIFFANY FABING

    PROGRAM DIRECTOR

    Total calculated
    $133,225
    From this org
    $118,287
    From related orgs
    $0
    Other
    $14,938
    Hours/week
    40

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

Answered yes

  • 3 · Form 990 of other organizations
  • 3 · Written employment contract
  • 3 · Approval by the board or compensation committee

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

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

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.

Disregarded entities

Part I: entities that legally are the filer and file no return of their own.

  • STANDARD CLUB LAND LLC

    OWNS LAND AND BUILDINGS · KY · assets $4,593,705

    Directly controlled by JEWISH HERITAGE FUND FOR EXCELLENCE INC

Provenance

Return type
form_990
Tax year
2022
Filed
30 October 2023
IRS schema version
2022v5.0
Source object
202313049349300116

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

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