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Nonprofiteer
← HOUSTON JEWISH COMMUNITY FOUNDATION

Form 990 for tax year 2022

Filed by HOUSTON JEWISH COMMUNITY FOUNDATION.

Totals

Total revenue
$35,186,276
Total expenses
$29,412,350
Contributions and grants received
$26,892,534
Grants paid
$27,859,877
Program service revenue
$374,017
Investment income
$7,153,781
Other revenue
$765,944
Total assets, end of year
$222,086,626
Total liabilities, end of year
$74,533,266
Net assets or fund balances, end of year
$147,553,360
Program services expenses (Part IX)
$27,903,514
Management and general expenses
$1,266,177
Fundraising expenses
$242,659
Program service expenses (Part III)
$27,903,514

Program services were 94.9% 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.

  • 1d · Related organizations

    $6,374,149

  • 1f · All other contributions, gifts and grants

    $20,518,385

  • 1g · Noncash contributions included above

    $6,277,161

  • 2a · Program service revenue: Administrative fees

    total $374,017 · related or exempt $374,017

  • 3 · Investment income

    total $3,552,155 · excluded $3,552,155

  • 5 · Royalties

    total $26,172 · excluded $26,172

  • 7a · Gross sales of assets other than inventory

    securities $77,293,396

  • 7b · Less cost or other basis and sales expenses

    securities $73,691,770

  • 7c · Gain or loss

    securities $3,601,626

  • 7d · Net gain or loss

    total $3,601,626 · excluded $3,601,626

  • 11a · Other revenue: Life insurance redemption

    total $679,254 · excluded $679,254

  • 11b · Other revenue: Partnership distributions

    total $60,518 · unrelated business -$6,885 · excluded $67,403

  • 11e · Other revenue, total

    $739,772

Functional expenses

Part IX, the statement of functional expenses.

  • 1 · Grants to domestic organizations and governments

    total $27,859,877 · program services $27,859,877

  • 5 · Compensation of officers, directors and key employees

    total $302,026 · program services $21,394 · management and general $152,274 · fundraising $128,358

  • 7 · Other salaries and wages

    total $318,566 · program services $15,568 · management and general $269,128 · fundraising $33,870

  • 8 · Pension plan contributions

    total $27,125 · program services $466 · management and general $25,423 · fundraising $1,236

  • 9 · Other employee benefits

    total $90,103 · program services $3,596 · management and general $71,236 · fundraising $15,271

  • 10 · Payroll taxes

    total $42,779 · program services $2,613 · management and general $28,941 · fundraising $11,225

  • 11b · Fees: legal

    total $663 · management and general $663

  • 11c · Fees: accounting

    total $34,100 · management and general $34,100

  • 11f · Fees: investment management

    total $158,935 · management and general $158,935

  • 11g · Fees: other

    total $55,407 · management and general $55,407

  • 12 · Advertising and promotion

    total $23,886 · management and general $23,886

  • 13 · Office expenses

    total $89,753 · management and general $89,753

  • 14 · Information technology

    total $53,618 · management and general $53,618

  • 16 · Occupancy

    total $14,061 · management and general $14,061

  • 19 · Conferences, conventions and meetings

    total $2,376 · management and general $2,376

  • 23 · Insurance

    total $188,572 · management and general $188,572

  • 24a · Other expenses: UBI taxes

    total $94,976 · management and general $94,976

  • 24b · Other expenses: Donor appr. events

    total $52,699 · fundraising $52,699

  • 24c · Other expenses: Dues & subscriptions

    total $2,018 · management and general $2,018

  • 24d · Other expenses: Recruitment

    total $810 · management and general $810

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $321,567 · end of year $17,409

  • 2 · Savings and temporary cash investments

    beginning of year $1,831

  • 3 · Pledges and grants receivable

    beginning of year $666,623 · end of year $1,910,189

  • 4 · Accounts receivable

    end of year $3,833

  • 9 · Prepaid expenses and deferred charges

    beginning of year $12,820 · end of year $26,394

  • 10a · Land, buildings and equipment: cost or other basis

    $26,749

  • 10b · Land, buildings and equipment: accumulated depreciation

    $26,749

  • 10c · Land, buildings and equipment, net

    beginning of year $0 · end of year $0

  • 11 · Investments: publicly traded securities

    beginning of year $186,851,856 · end of year $207,703,300

  • 12 · Investments: other securities

    beginning of year $12,298,940 · end of year $9,023,297

  • 15 · Other assets

    beginning of year $1,990,662 · end of year $3,402,204

  • 17 · Accounts payable and accrued expenses

    beginning of year $138,135 · end of year $115,512

  • 18 · Grants payable

    beginning of year $288,945 · end of year $45,482

  • 19 · Deferred revenue

    beginning of year $4,000 · end of year $5,000

  • 21 · Escrow or custodial account liability

    beginning of year $59,246,079 · end of year $74,290,121

  • 25 · Other liabilities

    beginning of year $418,964 · end of year $77,151

  • 27 · Net assets without donor restrictions

    beginning of year $136,382,765 · end of year $141,594,629

  • 28 · Net assets with donor restrictions

    beginning of year $5,665,411 · end of year $5,958,731

Mission and programs · 2022

Mission

The Houston Jewish Community Foundation is a donor-centered community foundation which seeks to perpetuate Jewish values and institutions through the acquisition, professional management, and distribution of charitable resources.

  • The Houston Jewish Community Foundation (the Foundation) was established in 1985 and has helped individuals and families alike achieve their philanthropic dreams by enabling them to ensure that the community's needs are met now, and for generations to come in lasting and meaningful ways. More than thirty-five years later, the Foundation manages over $286 million in assets and has matured into a true community foundation, administering funds donated by individuals and organizations for the benefit of the Greater Houston and national communities. Continued on Schedule O The Foundation has a long-term approach to charitable giving which facilitates the charitable intentions of donors during and beyond their lifetimes. By working with professional advisors, the Foundation is able to develop innovative philanthropic strategies with optimal tax benefits that help donors create their own personal legacy.The Foundation is structured to advise on and receive gifts of cash, stock, bonds, life insurance, real estate, and other property, and facilitates the creation and administration of Donor Advised Funds, supporting organizations, and endowments. The funds are professionally managed to ensure that donors receive the greatest benefit from their charitable contributions and to ensure philanthropic dollars are used to the fullest extent. The Investment Committee of the Foundation monitors and evaluates the outside investment consulting firm.

    Expenses $27,903,514 · Grants $27,859,877 · Revenue $374,017

As filed on the 2022 return. The filer continues this part on Schedule O, which is not shown here.

Listed in Part VII

  • Lewis Kalmans

    Chair

    Total calculated
    $0
    Hours/week
    5 + 2 related

  • Thomas Fish

    Vice Chair

    Total calculated
    $0
    Hours/week
    3

  • Edward Schreiber

    Secretary

    Total calculated
    $0
    Hours/week
    5

  • Dan P Gordon

    Treasurer

    Total calculated
    $0
    Hours/week
    5

  • David Aaronson

    Trustee

    Total calculated
    $0
    Hours/week
    1

  • Susan Bass

    Trustee

    Total calculated
    $0
    Hours/week
    1

  • Mark Brookner

    Trustee

    Total calculated
    $0
    Hours/week
    1

  • Jennifer Costa

    Trustee

    Total calculated
    $0
    Hours/week
    1

  • Jason Feldman

    Trustee

    Total calculated
    $0
    Hours/week
    1

  • Audrey Fersten

    Trustee

    Total calculated
    $0
    Hours/week
    1

  • Adam Finn

    Trustee

    Total calculated
    $0
    Hours/week
    1

  • Les Fox

    Trustee

    Total calculated
    $0
    Hours/week
    1

  • Emily Freedman

    Trustee

    Total calculated
    $0
    Hours/week
    1

  • Courtney Garson

    Trustee

    Total calculated
    $0
    Hours/week
    1

  • Jeffrey Gilbert

    Trustee

    Total calculated
    $0
    Hours/week
    1

  • Robert Goodfriend

    Trustee

    Total calculated
    $0
    Hours/week
    1

  • Jason Gordon

    Trustee

    Total calculated
    $0
    Hours/week
    1

  • Jay Kaplan

    Trustee

    Total calculated
    $0
    Hours/week
    1 + 1 related

  • Joy Kaplan

    Trustee

    Total calculated
    $0
    Hours/week
    1

  • Mike Levy

    Trustee

    Total calculated
    $0
    Hours/week
    1

  • Angela Odensky

    Trustee

    Total calculated
    $0
    Hours/week
    1

  • Alan Orkin

    Trustee

    Total calculated
    $0
    Hours/week
    1

  • Jack Polatsek

    Trustee

    Total calculated
    $0
    Hours/week
    1

  • Esther Polland

    Trustee

    Total calculated
    $0
    Hours/week
    1 + 2 related

  • Ann Baker Ronn

    Trustee

    Total calculated
    $0
    Hours/week
    1

  • Michael Rubenstein

    Trustee

    Total calculated
    $0
    Hours/week
    1 + 3 related

  • Rob Shoss

    Trustee

    Total calculated
    $0
    Hours/week
    1 + 2 related

  • Rick Stein

    Trustee

    Total calculated
    $0
    Hours/week
    1 + 2 related

  • Kevin Steinberg

    Trustee

    Total calculated
    $0
    Hours/week
    1

  • Haya Varon

    Trustee

    Total calculated
    $0
    Hours/week
    1 + 2 related

  • Benjamin Warren

    Trustee

    Total calculated
    $0
    Hours/week
    1 + 2 related

  • Roberta Herman-Dietrich

    Executive Director

    Total calculated
    $171,146
    From this org
    $154,985
    From related orgs
    $0
    Other
    $16,161
    Hours/week
    38 + 3 related

    Schedule J breakdown matched by us

    Base
    $154,985
    Bonus
    $0
    Other
    $0
    Deferred
    $3,604
    Nontaxable benefits
    $12,557
    Filer's total
    $171,146

  • Paul Weaver

    CFO

    Total calculated
    $130,880
    From this org
    $116,713
    From related orgs
    $0
    Other
    $14,167
    Hours/week
    40 + 1 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, 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 · Compensation committee
  • 3 · Compensation survey or study
  • 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.

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.

  • BGS Investments LLC

    Investment · TX · income $0 · assets $539

    Directly controlled by Houston Jewish Community Foundation

  • A L Gee Investments LLC

    Investment · TX · income $0 · assets $539

    Directly controlled by Houston Jewish Community Foundation

  • BLR-FSW Holdings LLC

    Investment · TX · income $42,230 · assets $1,620,513

    Directly controlled by Houston Jewish Community Foundation

  • HJCF Holdings LLC

    Investment · TX · income $0 · assets $31,311

    Directly controlled by Houston Jewish Community Foundation

Related corporations and trusts

Part IV: related organizations taxable as a corporation or trust.

  • Extremis Corporation

    C · Dormant · TX · 100% owned · controlled entity

    Directly controlled by HJCF

  • M & J Robinson CRAT

    T · Remainder trust · TX

    Directly controlled by HJCF

Provenance

Return type
form_990
Tax year
2022
Filed
3 February 2025
IRS schema version
2022v5.0
Source object
202510349349300041

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