Form 990 for tax year 2022
Filed by ED AND RUTH ROSE CHARITABLE SUPPORTING FOUNDATION.
Totals
- Total revenue
- $4,065
- Total expenses
- $44,464
- Contributions and grants received
- $0
- Grants paid
- $35,000
- Program service revenue
- $0
- Investment income
- $4,065
- Other revenue
- $0
- Total assets, end of year
- $586,652
- Total liabilities, end of year
- $0
- Net assets or fund balances, end of year
- $586,652
- Program services expenses (Part IX)
- $35,000
- Management and general expenses
- $9,464
- Fundraising expenses
- $0
- Program service expenses (Part III)
- $35,000
Program services were 78.7% 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.
-
3 · Investment income
total $2,665 · excluded $2,665
-
7a · Gross sales of assets other than inventory
securities $1,400
-
7b · Less cost or other basis and sales expenses
securities $0
-
7c · Gain or loss
securities $1,400
-
7d · Net gain or loss
total $1,400 · excluded $1,400
Functional expenses
Part IX, the statement of functional expenses.
-
1 · Grants to domestic organizations and governments
total $35,000 · program services $35,000
-
11f · Fees: investment management
total $2,963 · management and general $2,963
-
11g · Fees: other
total $6,501 · management and general $6,501
Balance sheet
Part X, book values.
-
11 · Investments: publicly traded securities
beginning of year $711,349 · end of year $586,652
-
27 · Net assets without donor restrictions
beginning of year $711,349 · end of year $586,652
Mission and programs · 2022
Mission
THE ORGANIZATION IS DESIGNED TO PROVIDE SUPPORT FOR OTHER CHARITABLE ORGANIZATIONS AS DESCRIBED IN SECTION 501(C) AND SECTION 509(A) OF THE INTERNAL REVENUE CODE. THE ORGANIZATION IS EXCLUSIVELY FOR CHARITABLE, EDUCATIONAL, OR RELIGIOUS PURPOSES. IT SUPPORTS ACTIVITIES FOR THE BENEFIT OF, PERFORMS THE FUNCTIONS OF, OR CARRIES OUT THE PURPOSE OF, THE JEWISH COMMUNITY FOUNDATION OF GREATER KANSAS CITY.
Activities or mission (Part I)
TO PROVIDE SUPPORT TO OTHER CHARITABLE KANSAS CITY ORGANIZATIONS, SPECIFICALLY THE JEWISH COMMUNITY FOUNDATION OF GREATER KANSAS CITY
-
PROVIDED SUPPORT FOR CHARITABLE ORGANIZATIONS WHICH SERVE HUMAN NEEDS BY ADVANCING CONSTRUCTIVE PROJECTS
Expenses $35,000 · Grants $35,000
As filed on the 2022 return. The filer continues this part on Schedule O, which is not shown here.
Listed in Part VII
-
Ellen RoseELLEN ROSE
PRESIDENT
- Total calculated
- $0
- Hours/week
- 1
-
Jessica Rose-ReneauJESSICA ROSE-RENEAU
VICE-PRESIDENT
- Total calculated
- $0
- Hours/week
- 1
-
Stanford A ZeldinSTANFORD A ZELDIN
TREASURER
- Total calculated
- $0
- Hours/week
- 1 + 3 related
-
Marlene FishmanMARLENE FISHMAN
TRUSTEE
- Total calculated
- $0
- Hours/week
- 1
-
Susan GoldsmithSUSAN GOLDSMITH
TRUSTEE
- Total calculated
- $0
- Hours/week
- 1 + 1 related
-
Lauren Mattleman HoopesLAUREN MATTLEMAN HOOPES
SECRETARY
- Total calculated
- $265,387
- From this org
- $0
- From related orgs
- $230,095
- Other
- $35,292
- Hours/week
- 1 + 40 related
Schedule J breakdown matched by us
- Base
- $0 + $230,095 related
- Bonus
- $0
- Other
- $0
- Deferred
- $0 + $18,408 related
- Nontaxable benefits
- $0 + $16,884 related
- Filer's total
- $0 + $265,387 related
-
Kenneth SigmanKENNETH SIGMAN
TRUSTEE
- Total calculated
- $0
- Hours/week
- 1
-
John IsenbergJOHN ISENBERG
TRUSTEE
- Total calculated
- $0
- Hours/week
- 1
-
David M PorterDAVID M PORTER
TRUSTEE
- Total calculated
- $0
- Hours/week
- 1
-
Kevin TaylorKEVIN TAYLOR
CFO
- Total calculated
- $148,731
- From this org
- $0
- From related orgs
- $129,049
- Other
- $19,682
- Hours/week
- 1 + 40 related
-
Joshua SteinJOSHUA STEIN
DIRECTOR OF PHILANTHROPY
- Total calculated
- $122,913
- From this org
- $0
- From related orgs
- $109,667
- Other
- $13,246
- Hours/week
- 1 + 40 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
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 I, LINE 3
- LAUREN MATTLEMAN-HOOPES IS THE EXECUTIVE DIRECTOR OF THE JEWISH COMMUNITY FOUNDATION OF GREATER KANSAS CITY AND IS COMPENSATED BY THAT ORGANIZATION. KEVIN TAYLOR IS THE CFO OF THE JEWISH COMMUNITY FOUNDATION OF GREATER KANSAS CITY AND IS COMPENSATED BY THAT ORGANIZATION. JOSHUA STEIN IS THE DIRECTOR OF PHILANTHROPY OF THE JEWISH COMMUNITY FOUNDATION OF GREATER KANSAS CITY AND IS COMPENSATED BY THAT ORGANIZATION.
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
-
DONATION SUPPORTING THE EDWARD S. ROSE FMAILY FUND
-
CONGREGATION BETH SHALOM
$12,500
EARLY CHILDHOOD SAFETY UPGRADES
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 COMMUNITY FOUNDATION OF GREATER KC
501(C)(3) · FOUNDATION · KS
Provenance
- Return type
- form_990
- Tax year
- 2022
- Filed
- 24 October 2023
- IRS schema version
- 2022v5.0
- Source object
- 202343069349301124
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