NonprofitsJewish Heritage Fund For Excellence Inc

Health Care

Jewish Heritage Fund For Excellence Inc

LOUISVILLE, KY

Total revenue

$20.9M

Total expenses

$10.8M

Net assets

$301.5M

Grants received

$940

3 grants

EIN

203805455

Tax year

2024

Mission

To support the jewish heritage mitzvah fund and the medical and general community (see schedule o) of kentucky (excluding boone, kenton and campbell counties) and floyd, clark, harrison and scott counties in indiana through scientific and medical education/research, supporting jewish communities, and supporting public health and wellness.

Financials

FY 2024

Revenue

Contributions & grants
Program service revenue
Investment income$20.9M
Other revenue
Total revenue$20.9M

Expenses

Grants paid$8.4M
Salaries & benefits$904K
Fundraising
Other expenses$1.5M
Total expenses$10.8M
Total assets$305.5M
Net assets$301.5M

People

26 listed

NameRoleCompensation

JEFF POLSON

PRESIDENT AND CEO

Board

$300K

40 hrs/wk

DR SHELLIE BRANSON

TRUSTEE

Board

1 hrs/wk

JON GOLDBERG

EX-OFFICIO (PREVIOUS)

Board

1 hrs/wk

JACKIE RICHARDSON

TRUSTEE

Board

1 hrs/wk

SANDY HAMMOND

TRUSTEE

Board

1 hrs/wk

DR NANCY MARTIN

TRUSTEE

Board

1 hrs/wk

DR URSULA MULLINS

TRUSTEE

Board

1 hrs/wk

ERIC SCHWARTZ

TRUSTEE

Board

1 hrs/wk

LINDA SCHUSTER

TRUSTEE

Board

1 hrs/wk

DR GERALD TEMES

TRUSTEE

Board

1 hrs/wk

ANDREW TRAGER-KUSMAN

TRUSTEE

Board

1 hrs/wk

JENNIFER TUVLIN

VICE CHAIR

Board

1 hrs/wk

DR KAREN ABRAMS

CHAIR

Board

1 hrs/wk

AMY LAPINSKI

TRUSTEE

Board

1 hrs/wk

RICHARD SCHULTZ

TRUSTEE

Board

1 hrs/wk

REED WEINBERG

TRUSTEE

Board

1 hrs/wk

GLENN LEVINE

TRUSTEE

Board

1 hrs/wk

BETSY BENNETT

TRUSTEE (PREVIOUS)

Board

1 hrs/wk

ERIC GOODMAN

TRUSTEE (PREVIOUS)

Board

1 hrs/wk

ROBIN STRATTON

TRUSTEE

Board

1 hrs/wk

JULIA RICHERSON

TRUSTEE (PREVIOUS)

Board

1 hrs/wk

BRUCE ROTH

TRUSTEE (PREVIOUS)

Board

1 hrs/wk

MARK SWITOW

TRUSTEE (PREVIOUS)

Board

1 hrs/wk

MARC CHARNAS

TREASURER

Board

1 hrs/wk

WILLIAM ALTMAN

SECRETARY

Board

1 hrs/wk

TIFFANY FABING

PROGRAM DIRECTOR

Staff

$119K

40 hrs/wk

Independent contractors

ANGELO GORDON & CO LP

INVESTMENT MANAGEMENT

$167K

ARISTOTLE CAPITAL MANAGEMENT

INVESTMENT MANAGEMENT

$158K

FOURTH STREET PERFORMANCE PARTNERS

INVESTMENT MANAGEMENT

$120K

GW&K INVESTMENT MANAGEMENT

INVESTMENT MANAGEMENT

$119K

Grants received

Showing 3 of 3

FromAmountPurposeYear
$500
General Support
2020
$360
EMPLOYEE MATCHING GIFTS
2020
$80
EMPLOYEE MATCHING GIFTS
2020

Funded by

$940 from 2 funders · 3 grants · 2020

Vyuha Inc

$500 · 1 grant · 2020

Duke Energy Foundation

$440 · 2 grants · 2020

Details

EIN203805455
NTEE codeE19
Subsection03
Ruling date2008-01
Formed2005
Employees6
Volunteers24
JEWISH HERITAGE FUND FOR EXCELLENCE INC — Mission, Financials & Grants Received | Grantivo