Form 990 for tax year 2023
Filed by HOUSTON JEWISH FAMILY FOUNDATION.
Totals
- Total revenue
- $11,250,009
- Total expenses
- $867,540
- Contributions and grants received
- $10,930,842
- Grants paid
- $704,324
- Program service revenue
- $0
- Investment income
- $319,167
- Other revenue
- $0
- Total assets, end of year
- $28,882,029
- Total liabilities, end of year
- $183,889
- Net assets or fund balances, end of year
- $28,698,140
- Program services expenses (Part IX)
- $704,324
- Management and general expenses
- $163,216
- Fundraising expenses
- $0
- Program service expenses (Part III)
- $704,324
Program services were 81.2% 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.
-
1f · All other contributions, gifts and grants
$10,930,842
-
3 · Investment income
total $726,148 · excluded $726,148
-
7a · Gross sales of assets other than inventory
securities $830,966
-
7b · Less cost or other basis and sales expenses
securities $1,237,947
-
7c · Gain or loss
securities -$406,981
-
7d · Net gain or loss
total -$406,981 · related or exempt -$406,981
Functional expenses
Part IX, the statement of functional expenses.
-
1 · Grants to domestic organizations and governments
total $704,324 · program services $704,324
-
11c · Fees: accounting
total $25,947 · management and general $25,947
-
11f · Fees: investment management
total $53,014 · management and general $53,014
-
19 · Conferences, conventions and meetings
total $2,020 · management and general $2,020
-
23 · Insurance
total $9,526 · management and general $9,526
-
24a · Other expenses: OVERHEAD ALLOCATION
total $72,709 · management and general $72,709
Balance sheet
Part X, book values.
-
1 · Cash, non-interest-bearing
beginning of year $940,243 · end of year $87,329
-
3 · Pledges and grants receivable
beginning of year $80,653 · end of year $79,653
-
4 · Accounts receivable
beginning of year $518,772 · end of year $420,776
-
11 · Investments: publicly traded securities
beginning of year $13,691,286 · end of year $28,294,271
-
17 · Accounts payable and accrued expenses
end of year $930
-
25 · Other liabilities
beginning of year $0 · end of year $182,959
-
27 · Net assets without donor restrictions
beginning of year $405,823 · end of year $8,485,023
-
28 · Net assets with donor restrictions
beginning of year $14,825,131 · end of year $20,213,117
Mission and programs · 2023
Mission
SUPPORTING ORGANIZATION OF JEWISH FAMILY SERVICE.
Activities or mission (Part I)
SUPPORTING ORGANIZATION OF JEWISH FAMILY SERVICE
-
HOUSTON JEWISH FAMILY FOUNDATION (HJFF) IS A SUPPORTING ORGANIZATION OF ALEXANDER JEWISH FAMILY SERVICE IN HOUSTON. IT WAS ESTABLISHED, GROWN AND MAINTAINED EXCLUSIVELY TO ENSURE ONGOING REVENUE SOURCES FOR SOCIAL AND HUMAN SERVICE AGENY PROGRAMS, INFRASTRUCTURE AND SERVICES WHICH POSITIVELY TRANSFORM THE LIVES OF INDIVIDUALS, FAMILIES AND COMMUNITIES OF GREATER HOUSTON AND THE GULF COAST AREA.
Expenses $704,324 · Grants $704,324
As filed on the 2023 return.
Listed in Part VII
-
Mark E WiseMARK E WISE
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Jacob LeonJACOB LEON
PRESIDENT
- Total calculated
- $0
- Hours/week
- 1
-
Donald FreedmanDONALD FREEDMAN
VICE PRESIDENT
- Total calculated
- $0
- Hours/week
- 1
-
Lauren Segal FosterLAUREN SEGAL FOSTER
SECRETARY
- Total calculated
- $0
- Hours/week
- 1
-
Deborah SopherDEBORAH SOPHER
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1 + 1 related
-
Philip TenenbaumPHILIP TENENBAUM
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Larry ReaderLARRY READER
TREASURER
- Total calculated
- $0
- Hours/week
- 1
-
Linda Rauch SusmanLINDA RAUCH SUSMAN
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Shirley ToomimSHIRLEY TOOMIM
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Benjamin WarrenBENJAMIN WARREN
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Joy KaplanJOY KAPLAN
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Ellen RobinsonELLEN ROBINSON
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Steven RobinsonSTEVEN ROBINSON
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Barbara SheffieldBARBARA SHEFFIELD
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Sandi WolfSANDI WOLF
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Carl E JosehartCARL E JOSEHART
CEO
- Total calculated
- $292,698
- From this org
- $0
- From related orgs
- $255,247
- Other
- $37,451
- Hours/week
- 1 + 40 related
Schedule J breakdown matched by us
- Base
- $0 + $255,247 related
- Bonus
- $0
- Other
- $0
- Deferred
- $0 + $19,279 related
- Nontaxable benefits
- $0 + $18,172 related
- Filer's total
- $0 + $292,698 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
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
-
$704,324
SUPPORT JEWISH FAMILY SERVICE PROGRAMS
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.
-
501(C)(3) · SOCIAL SERVICES FOR INDIVIDUALS, FAMILIES, AND CHILDREN · TX
Provenance
- Return type
- form_990
- Tax year
- 2023
- Filed
- 14 August 2024
- IRS schema version
- 2023v5.1
- Source object
- 202402279349301305
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