2026-09-01T11:49:21-05:00 2025-12-31 431305800 UHY ADVISORS MIDWEST INC 605 WEST 47TH STREET SUITE 301 KANSAS CITY MO 64112 990 2025-01-01 461165316 MENORAH HERITAGE FOUNDATION MENO 9139818866 5801 W 115TH STREET 104 OVERLAND PARK KS 66211 AMY GALE CHIEF EXECUTIVE OFFICER 9139818866 2026-08-31 1 MARK DICKINSON P01517571 8169313393 2026-08-31 2025 AMY GALE 5801 W 115TH STREET SUITE 104 OVERLAND PARK KS 66211 1271070 0 X MHFKC.ORG X 2012 KS TO SUPPORT OTHER CHARITABLE ORGANIZATIONS DESCRIBED IN SECTION 501(C)(3), SPECIFICALLY INCLUDING THE JEWISH COMMUNITY FOUNDATION OF GREATER KANSAS CITY. 25 25 0 0 0 0 37523 36702 0 0 1561393 1234368 0 0 1598916 1271070 2661500 2707908 0 0 0 0 0 0 0 579107 702668 3240607 3410576 -1641691 -2139506 61246300 69293253 3889 217 61242411 69293036 X THE ORGANIZATION IS DESIGNED TO PROVIDE SUPPORT FOR OTHER CHARITABLE ORGANIZATIONS AS DESCRIBED IN SECTIONS 501(C)(3) AND 509(A) OF THE INTERNAL REVENUE CODE. THE ORGANIZATION IS OPERATED 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. 0 0 2707908 2707908 PROVIDED SUPPORT FOR CHARITABLE ORGANIZATIONS WHICH SERVE HUMAN NEEDS BY ADVANCING CONSTRUCTIVE PROJECTS 2707908 1 1 0 0 0 0 0 0 0 1 1 0 0 0 0 1 0 1 0 0 0 0 0 0 0 0 0 1 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 1 20 0 1 0 0 0 0 0 0 0 0 0 0 0 X 25 25 0 0 0 0 1 1 1 1 1 0 0 0 1 1 1 0 0 0 0 0 X JEWISH COMMUNITY FOUNDATION OF GREATER KC 9133278245 5801 W 115TH STREET SUITE 104 OVERLAND PARK KS 66211 BARBARA MACARTHUR RN MN PRESIDENT 1.00 X X 0 0 0 MICHAEL LISS VICE PRESIDENT - INVESTMEN 1.00 1.00 X X 0 0 0 HOWARD MAYER IMMEDIATE PAST PRESIDENT 1.00 X X 0 0 0 JUSTIN JOHL EXECUTIVE VICE-PRESIDENT 1.00 X X 0 0 0 MICHAEL BERENBOM TREASURER 1.00 2.00 X X 0 0 0 ANDREW SCHLACHTER SECRETARY 1.00 X X 0 0 0 SAMANTHA CRAWFORD HERRERA VICE PRESIDENT - GRANTS 1.00 X X 0 0 0 ALICE JACKS ACHTENBERG VICE PRESIDENT - GRANTS 1.00 2.00 X X 0 0 0 KAREN GLICKSTEIN VICE PRESIDENT - INCUBATIO 1.00 X X 0 0 0 SARAH APTILON TRUSTEE 1.00 X 0 0 0 IRENE CAUDILLO TRUSTEE 1.00 X 0 0 0 MICHAEL FINEMAN TRUSTEE 1.00 X 0 0 0 BRANDI FISHER TRUSTEE 1.00 X 0 0 0 SETH FREIDEN TRUSTEE 1.00 1.00 X 0 0 0 BRETT HEMBREE TRUSTEE 1.00 X 0 0 0 CORY GUTOVITZ TRUSTEE 1.00 X 0 0 0 JONATHAN JACOBS TRUSTEE 1.00 X 0 0 0 LISA KRIGSTEN TRUSTEE 1.00 X 0 0 0 BRIAN LANDY TRUSTEE 1.00 X 0 0 0 MOIRA MULHERN TRUSTEE 1.00 X 0 0 0 JEFF NOVORR TRUSTEE 1.00 X 0 0 0 JEN PAUL TRUSTEE 1.00 X 0 0 0 KRISTIN SCHULTZ TRUSTEE 1.00 X 0 0 0 DANA SCHWARTZ TRUSTEE 1.00 X 0 0 0 AMANDA VILLARREAL TRUSTEE 1.00 X 0 0 0 RITA CORTES EXECUTIVE DIRECTOR 40.00 X 190000 0 27083 ELIZABETH PEDEN CFO 1.00 40.00 X 141750 0 23386 JOSH STEIN PRESIDENT & CEO 1.00 40.00 X 200000 0 20172 531750 0 70641 3 0 1 0 KBD CONSULTING LLC 3666 BELLEVIEW AVE KANSAS CITY MO 64111 CONSULTING 103475 1 36702 36702 136147 136147 1098221 0 1098221 1098221 1098221 1271070 0 0 1234368 X 2707908 2707908 18747 18747 664680 664680 1326 1326 7620 7620 5025 5025 4785 4785 MISCELLANEOUS 280 280 DUES & SUBSCRIPTIONS 175 175 CREDIT CARD FEES 30 30 3410576 2707908 702668 0 738918 528477 33514 33514 0 0 60507382 68764776 61246300 69293253 3889 217 3889 217 X 52468530 59478607 8773881 9814429 61242411 69293036 61246300 69293253 -2139506 10190131 0 X X 0 1 X 1 0 X X 1 JEWISH COMMUNITY FOUNDATION OF GREATER KANSAS CITY 436049281 7 1 5700 0 1 5700 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 3879954 642824 139000 28442 4355336 3609469 456574 155200 30889 3879954 3359489 422300 147000 25320 3609469 4017351 -497611 136000 24251 3359489 3943440 397136 300000 23225 4017351 0 1 1 18954 18954 0 14560 14560 0 0 X PART V, LINE 4: ENDOWMENT FUNDS ARE FUNDS WITH DONOR TIME OR PURPOSE RESTRICTIONS THAT ARE SEGREGATED FROM GENERAL OPERATING FUNDS. PART X, LINE 2: THE FOUNDATION IS EXEMPT FROM FEDERAL INCOME TAX UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE. THE FOUNDATION'S ACCOUNTING POLICY IS TO PROVIDE LIABILITIES FOR UNCERTAIN INCOME TAX PROVISIONS WHEN A LIABILITY IS PROBABLE AND ESTIMABLE. THE FOUNDATION HAS NO UNCERTAIN INCOME TAX POSITIONS FOR THE YEARS ENDED DECEMBER 31, 2025 AND 2024. MANAGEMENT IS NOT AWARE OF ANY VIOLATION OF ITS TAX STATUS AS AN ORGANIZATION EXEMPT FROM INCOME TAXES. THE FOUNDATION IS SUBJECT TO AUDITS FOR FEDERAL AND STATE PURPOSES FOR THE STATUTORY PERIOD. 0 AD HOC GROUP AGAINST CRIME 2701 E 31ST STREET KANSAS CITY MO 64128 300455147 501(C)(3) 25000 0 GRANT AWARD TO REVIVE PROGRAM. ALPHAPOINTE 7501 PROSPECT KANSAS CITY MO 64132 440552486 501(C)(3) 10000 0 GRANT AWARD TO LOW VISION CLINIC/SENIOR ADULT SERVICES. AVENUE OF LIFE INC PO BOX 34495 NORTH KANSAS CITY MO 64116 462526799 501(C)(3) 20000 0 GRANT AWARD FOR KCPS EMPOWERMENT PROGRAM. BETHEL NEIGHBORHOOD CENTER 14 S 7TH TRAFFICWAY KANSAS CITY KS 66101 237098818 501(C)(3) 10000 0 GRANT AWARD CANCER ACTION 10520 BARKLEY SUITE 100 OVERLAND PARK KS 66212 480650257 501(C)(3) 9700 0 GRANT AWARD CARE BEYOND THE BOULEVARD INC 3150 FIBERGLASS ROAD G KANSAS CITY KS 66115 831122028 501(C)(3) 10000 0 GRANT AWARD CASA OF JOHNSON AND WYANDOTTE COUNTIES INC 6400 GLENWOOD STREET OVERLAND PARK KS 66202 481088233 501(C)(3) 10000 0 GRANT AWARD CENTER OF GRACE INC 520 SOUTH HARRISON STREET OLATHE KS 66061 481251324 501(C)(3) 10000 0 GRANT AWARD CHILD PROTECTION CENTER INC 2940 MAIN STREET KANSAS CITY MO 64108 204535728 501(C)(3) 10000 0 GRANT AWARD CHRISTMAS IN OCTOBER 3261 ROANOKE KANSAS CITY MO 64111 431431964 501(C)(3) 10000 0 GRANT AWARD FOR CORE OPERATING SUPPORT. COMMUNITY LINC PO BOX 32697 KANSAS CITY MO 64717 431506591 501(C)(3) 9000 0 GRANT AWARD CORE INFLUENCER INSTITUTE INC 300 E 39TH STREET KANSAS CITY MO 64111 861382778 501(C)(3) 40000 0 GRANT AWARD TO KC UNCORNERED. CROSS-LINES COMMUNITY OUTREACH 736 SHAWNEE AVE KANSAS CITY KS 66105 480697177 501(C)(3) 10000 0 GRANT AWARD CULTIVATE KC 4223 GIBBS ROAD KANSAS CITY MO 66106 202365320 501(C)(3) 13000 0 GRANT AWARD TO SENIOR FARMER'S MARKET PROGRAM MATCH. CULTIVATE KC 4223 GIBBS ROAD KANSAS CITY MO 66106 202365320 501(C)(3) 12000 0 GRANT AWARD TO DOTTE MOBILE GROCER (AWARD IN 2021 TO DOTTE LOCAL GROCER, NOW OPERATED BY CULTIVATE KC). CURATORS OF UNIV OF MISSOURI SPECIAL TRUST 407 REYNOLDS ALUMNI CENTER COLUMBIA MO 65211 266440629 501(C)(3) 20000 0 GRANT AWARD TO BUMANN FOR ADVANCING PEDIATRIC DENTAL RESEARCH TO ADDRESS ADVERSE CHILDHOOD EXPERIENCES. CURATORS OF UNIV OF MISSOURI SPECIAL TRUST 407 REYNOLDS ALUMNI CENTER COLUMBIA MO 65211 266440629 501(C)(3) 15000 0 GRANT AWARD TO FRICK/WALKER TO ADDRESS COMMUNITY CONCERNS ON WATER FLUORIDATION - ORAL HEALTH AND NEURODEVELOPMENTAL IMPACTS. DON BOSCO CENTER 580 CAMPBELL STREET KANSAS CITY MO 641061273 440558260 501(C)(3) 14000 0 GRANT AWARD FOR CORE OPERATING SUPPORT. DON BOSCO CENTER 580 CAMPBELL STREET KANSAS CITY MO 641061273 440558260 501(C)(3) 14000 0 GRANT AWARD FOR CORE OPERATING SUPPORT. EL CENTRO INC 650 MINNESOTA AVE KANSAS CITY KS 66101 362904073 501(C)(3) 40000 0 GRANT AWARD FOR HEALTH NAVIGATION. FLOURISH FURNISHINGS PO BOX 778 GRANDVIEW MO 64030 843337394 501(C)(3) 10000 0 GRANT AWARD FOUNTAIN OF LIFE INC PO BOX 26445 OVERLAND PARK KS 66225 883154252 501(C)(3) 11500 0 GRANT AWARD FOR CORE OPERATING SUPPORT. FRONT PORCH ALLIANCE - KANSAS CITY 3210 MICHIGAN AVE 302 KANSAS CITY MO 64109 431874501 501(C)(3) 10000 0 GRANT AWARD GENERATING INCOME FOR TOMORROW 5008 PROSPECT AVENUE KANSAS CITY MO 64130 850935933 501(C)(3) 25000 0 GRANT AWARD FOR BUSINESS COACHING. GRANDVIEW ASSISTANCE PROGRAM 1121 MAIN STREET GRANDVIEW MO 64030 431607813 501(C)(3) 8000 0 GRANT AWARD GREATER KC LINC INC 2301 MCGEE ST SUITE 600 KANSAS CITY MO 64108 431676730 501(C)(3) 9500 0 GRANT AWARD TO PALESTINE SENIOR ACTIVITY CENTER. GUADALUPE CENTERS INC 1015 AVENIDA CESAR CHAVEZ KANSAS CITY MO 64108 440610781 501(C)(3) 14000 0 GRANT AWARD TO SENIOR CENTER. HEALING HOUSE INC 4505 SAINT JOHN AVE KANSAS CITY MO 64123 201877757 501(C)(3) 9000 0 GRANT AWARD HIGH ASPIRATIONS INC 6320 BROOKSIDE PLAZA SUITE 263 KANSAS CITY MO 64113 810673432 501(C)(3) 10000 0 GRANT AWARD HOPE FAITH MINISTRIES 705 VIRGINIA AVENUE KANSAS CITY MO 64106 020727462 501(C)(3) 10000 0 GRANT AWARD HOPE NETWORK OF RAYTOWN 10500 E 350 HIGHWAY RAYTOWN MO 64138 260240331 501(C)(3) 10000 0 GRANT AWARD HOPEBUILDERS HOME REPAIR INC 11184 ANTIOCH RD 324 OVERLAND PARK KS 662102420 481248881 501(C)(3) 7500 0 GRANT AWARD FOR CORE OPERATING SUPPORT. HYMAN BRAND HEBREW ACADEMY 5801 WEST 115TH STREET OVERLAND PARK KS 66211 486125262 501(C)(3) 169300 0 GRANT AWARD TO HBHA AS FOLLOWS: $115,800 FOR FINANCIAL ASSISTANCE AND $53,500 FOR HEBREW SPECIALIST AND LIMUDIM PROGRAM. JEWISH COMMUNITY CAMPUS 5801 W 115TH STREET OVERLAND PARK KS 66211 431392330 501(C)(3) 57500 0 GRANT AWARD TO JEWISH COMMUNITY CAMPUS FOR CORE SUPPORT/ROE RELIEF. JEWISH COMMUNITY CAMPUS 5802 W 115TH STREET OVERLAND PARK KS 66211 431392331 501(C)(3) 57500 0 GRANT AWARD TO ROE RELIEF. JEWISH COMMUNITY CENTER 5801 W 115TH STREET OVERLAND PARK KS 66211 440545992 501(C)(3) 167500 0 GRANT AWARD AS FOLLOWS: $117,500 FOR HERITAGE CENTER AND $50,000 FOR JEWISH EXPERIENCES. JEWISH COMMUNITY CENTER 5801 W 115TH STREET OVERLAND PARK KS 66211 440545992 501(C)(3) 167500 0 GRANT AWARD TO HERITAGE CENTER AND JEWISH EXPERIENCES. JEWISH COMMUNITY RELATIONS BUREAU 5801 WEST 115TH ST SUITE 203 OVERLAND PARK KS 66211 834088310 501(C)(3) 24000 0 GRANT AWARD TO JCRB/AJC FOR COMMUNITY OUTREACH, GOVERNMENT RELATIONS, STRATEGY, PLANNING. JEWISH FAMILY SERVICES (JFS) 5801 W 115TH STREET SUITE 103 OVERLAND PARK KS 66211 440545829 501(C)(3) 640000 0 GRANT AWARD TO JFS AS FOLLOWS: $80,000 TO JEWISH PILLAR - CHAPLAINCY, $188,500 TO SOCIAL WORK KESHER, $116,000 TO MENTAL HEALTH SERVICES AND EDUCATION, AND $255,500 TO OLDER ADULT SERVICES. JEWISH FEDERATION OF GREATER KANSAS CITY 5801 W 115TH STREET SUITE 201 OVERLAND PARK KS 66211 440545913 501(C)(3) 30000 0 GRANT AWARD FOR HBHA SECURITY GUARD FOR SECOND SEMESTER. (2024 JCS CYCLE) JEWISH FEDERATION OF GREATER KANSAS CITY 5801 W 115TH STREET SUITE 201 OVERLAND PARK KS 66211 440545913 501(C)(3) 200000 0 COMMUNITY SECURITY INITIATIVE. JEWISH FEDERATION OF GREATER KANSAS CITY 5801 W 115TH STREET SUITE 201 OVERLAND PARK KS 66211 440545913 501(C)(3) 40500 0 GRANT AWARD. FIRST OF 2 INSTALLMENTS FOR CHESED AND SASONE PROGRAMS. JEWISH FEDERATION OF GREATER KANSAS CITY 5801 W 115TH STREET SUITE 201 OVERLAND PARK KS 66211 440545913 501(C)(3) 40500 0 GRANT AWARD TO SASONE AND CHESED FUND. JEWISH VOCATIONAL SERVICE - KANSAS CITY 4600 THE PASEO KANSAS CITY MO 64110 440545994 501(C)(3) 10000 0 GRANT AWARD JOURNEY TO A NEW LIFE 3120 TROOST AVE KANSAS CITY MO 64109 463435417 501(C)(3) 10000 0 GRANT AWARD KANBE'S MARKETS 3119 TERRACE STREET KANSAS CITY MO 64111 811505292 501(C)(3) 50000 0 GRANT AWARD TO FEASIBILITY STUDY FOR MULTI-MERCHANT PRODUCE REDEMPTION. KANSAS CITY COMMUNITY LAND TRUST 1809 E 80TH ST KANSAS CITY MO 641323545 842444519 501(C)(3) 25000 0 GRANT AWARD FOR CAPACITY BUILDING. KANSAS CITY FREE EYE CLINIC 705 VIRGINIA AVE KANSAS CITY MO 64106 270704299 501(C)(3) 10000 0 GRANT AWARD METROPOLITAN LUTHERAN MINISTRY 3031 HOLMES KANSAS CITY MO 641091435 430970991 501(C)(3) 11000 0 GRANT AWARD FOR MINOR HOME REPAIR FOR OLDER ADULTS. MID-AMERICA REGIONAL COUNCIL COMMUNITY SERVICES CORPORATION 600 BROADWAY 200 KANSAS CITY MO 64105 201824454 501(C)(3) 42500 0 GRANT AWARD TO COMMUNITY SERVICES NETWORK - COMPLETION OF HI-IQ EVALUATION FOR PATIENTS OVER 60. MIDWEST INNOCENCE PROJECT INC 3619 BROADWAY BLVD SUITE 2 KANSAS CITY MO 64111 431914499 501(C)(3) 10000 0 GRANT AWARD NEIGHBORHOOD LEGAL SUPPORT OF KANSAS CITY 815 W 53RD TERRACE KANSAS CITY MO 64112 813880382 501(C)(3) 30000 0 GRANT AWARD FOR NLS FOCUSED COMMUNITY DEVELOPMENT PROJECT. NO DIVIDE KC 3925 GENESSEE STREET KANSAS CITY MO 64111 820764092 501(C)(3) 6000 0 GRANT AWARD TO ART SPARK PROGRAM. NORTHLAND NEIGHBORHOODS INC 4420 NE CHOUTEAU TRAFFICWAY KANSAS CITY MO 64117 431746357 501(C)(3) 8000 0 GRANT AWARD TO SENIOR WORKSHOP & SENIOR HANDYMAN HOME REPAIR PROGRAM. NORTHLAND SHEPHERD'S CENTER 4805 NE ANTIOCH ROAD KANSAS CITY MO 64119 431567162 501(C)(3) 11000 0 GRANT AWARD FOR CORE OPERATING SUPPORT. PARKVILLE LIVING CENTER 819 MAIN STREET WEATHERBY LAKE MO 64152 853900252 501(C)(3) 9000 0 GRANT AWARD FOR CORE OPERATING SUPPORT. PAWSPERITY INC 5805 TROOST AVENUE KANSAS CITY MO 64110 464112524 501(C)(3) 10000 0 GRANT AWARD PETE'S GARDEN 6215 SUMMIT ST KANSAS CITY MO 64113 844596250 501(C)(3) 10000 0 GRANT AWARD PHOENIX FAMILY HOUSING CORP 3908 WASHINGTON KANSAS CITY MO 64111 680101133 501(C)(3) 9500 0 GRANT AWARD TO SENIOR EMPOWERMENT PROGRAM. PLATTE SENIOR SERVICES INC 11724 NW PLAZA CIRCLE SUITE 700 KANSAS CITY MO 64153 431255220 501(C)(3) 12000 0 GRANT AWARD FOR CORE OPERATING SUPPORT. RABBINICAL ASSOCIATION OF GREATER KANSAS CITY 5801 WEST 115TH ST BOX 113 OVERLAND PARK KS 662111800 760710693 501(C)(3) 10000 0 GRANT AWARD TO RABBINICAL ASSOCIATION FOR CORE OPERATING SUPPORT. RECONCILIATION SERVICES 3101 TROOST AVE KANSAS CITY MO 64109 364580402 501(C)(3) 7500 0 GRANT AWARD FOR CORE OPERATING SUPPORT. SAINT LUKES FOUNDATION 901 E 104TH ST KANSAS CITY MO 641314517 446014699 501(C)(3) 25000 0 GRANT AWARD TO PATH FUND FROM THE AUERBACH HIRSCH FUND AT MENORAH HERITAGE FOUNDATION. SHEFFIELD PLACE 6604 EAST 12TH STREET KANSAS CITY MO 641262208 431532267 501(C)(3) 10000 0 GRANT AWARD SHEPHERD'S CENTER OF KANSAS CITY CENTRAL 9200 WARD PARKWAY SUITE 200 KANSAS CITY MO 64114 430994417 501(C)(3) 14000 0 GRANT AWARD TO KC SHEPHERD'S CENTER FOR CORE OPERATING SUPPORT. SHEPHERDS CENTER OF KANSAS CITY KANSAS INC 757 ARMSTRONG AVE KANSAS CITY KS 66101 481039483 501(C)(3) 10500 0 GRANT AWARD FOR CORE OPERATING SUPPORT. SHEPHERD'S CENTER OF RAYTOWN 5110 WESTRIDGE CIRCLE RAYTOWN MO 64133 431531153 501(C)(3) 7500 0 GRANT AWARD FOR CORE OPERATING SUPPORT. SUNFLOWER HOUSE 15440 W 69TH ST SHAWNEE KS 662179306 480918698 501(C)(3) 8000 0 GRANT AWARD THE GOLDEN SCOOP LLC 9540 NALL AVENUE OVERLAND PARK KS 66207 843863269 501(C)(3) 10000 0 GRANT AWARD TORAH LEARNING CENTER 8800 WEST 103RD ST OVERLAND PARK KS 66212 431772532 501(C)(3) 22500 0 GRANT AWARD TO TLC KOSHER MEALS ON WHEELS. TRUE LIGHT FAMILY RESOURCE CENTER 712 E 31ST STREET KANSAS CITY MO 64109 020783393 501(C)(3) 10000 0 GRANT AWARD UNIVERSITY OF KANSAS HILLEL FOUNDATION 1121 INDIANA STREET SUITE C LAWRENCE KS 66044 486121370 501(C)(3) 50000 0 GRANT AWARD FOR KU HILLEL: THRIVING JEWISH STUDENT COMMUNITY. VILLAGE SHALOM INC 5500 W 123RD ST OVERLAND PARK KS 66209 481199065 501(C)(3) 67500 0 GRANT AWARD TO FIRST TWO INSTALLMENTS FOR FINANCIAL ASSISTANCE. VILLAGE SHALOM INC 5500 W 123RD ST OVERLAND PARK KS 66209 481199065 501(C)(3) 67500 0 GRANT AWARD FOR FINANCIAL ASSISTANCE. VILLAGE SHALOM INC 5500 W 123RD ST OVERLAND PARK KS 66209 481199065 501(C)(3) 25000 0 GRANT AWARD FOR INDIGENT CARE FROM THE AUERBACH HIRSCH FUND AT MENORAH HERITAGE FOUNDATION. WELCOME HOUSE INC 1414 EAST 27TH ST KANSAS CITY MO 64108 430984039 501(C)(3) 10000 0 GRANT AWARD YOUTH AMBASSADORS INC PO BOX 22867 KANSAS CITY MO 64113 455220294 501(C)(3) 9000 0 GRANT AWARD PART I, LINE 2: THE MENORAH HERITAGE FOUNDATION SUPPORTS THE JEWISH COMMUNITY FOUNDATION OF GREATER KANSAS CITY (REFERRED TO BELOW AS "FOUNDATION"), WHICH PROVIDES DEVELOPMENT, ADMINISTRATIVE, GRANT-MAKING AND EDUCATIONAL SERVICES. FOLLOWING IS A DESCRIPTION OF THE PROCESS FOLLOWED BY THE FOUNDATION IN ITS GRANTS MONITORING: BEFORE A GRANT IS ISSUED FROM ANY FUND, THE FOUNDATION'S STAFF REVIEWS THE GRANT RECOMMENDATION FOR APPROPRIATENESS, CHECKING FOR SUCH ISSUES AS THE RISK OF PERSONAL BENEFIT, PROPER AUTHORIZATION AND GRANT APPROVAL. IF NECESSARY, STAFF WILL CONTACT THE FUND REPRESENTATIVE TO CLARIFY THOSE REQUESTS THAT MIGHT APPEAR TO INVOLVE PERSONAL BENEFITS. AS A SAFEGUARD, GRANTS TO CHARITIES THAT ARE KNOWN TO PROVIDE BENEFITS TO THEIR DONORS ARE SENT WITH AN ACCOMPANYING LETTER WARNING THE GRANTEE THAT NO PERSONAL BENEFITS CAN BE PROVIDED TO ANYONE IN EXCHANGE FOR THE GRANT. IF IT COMES TO THE KNOWLEDGE OF THE STAFF THAT A PERSONAL BENEFIT WAS PROVIDED, THEN A GRANT REFUND IS REQUESTED. GRANT LETTERS ALSO SPECIFY THE PURPOSE OF THE GRANT, AND WHERE APPROPRIATE, THE REPORTING RESPONSIBILITIES OF THE GRANTEE. THESE REPORTS ARE USED TO DETERMINE WHETHER THE GRANTEE USED THE FUNDS IN THE MANNER REQUESTED. THE FOUNDATION MAINTAINS A LIST OF APPROVED GRANTEES THAT HAVE HAD THEIR 501(C)(3) STATUS VERIFIED EITHER BY THE IRS WEBSITE LIST OF CHARITIES OR BY WRITTEN DOCUMENTATION RECEIVED FROM THE CHARITY. 0 0 0 0 0 0 0 0 0 JOSH STEIN PRESIDENT & CEO 200000 0 0 0 0 0 10000 0 10172 0 220172 0 0 0 RITA CORTES EXECUTIVE DIRECTOR 190000 0 0 0 0 0 9500 0 17583 0 217083 0 0 0 ELIZABETH PEDEN CFO 141750 0 0 0 0 0 7088 0 16298 0 165136 0 0 0 FORM 990, PART VI, SECTION A, LINE 6 SEE 7A EXPLANATION BELOW FORM 990, PART VI, SECTION A, LINE 7A MEMBERS OF THE SUPPORTING FOUNDATION FALL INTO ONE OF TWO CLASSES, THOSE REPRESENTING THE DONOR(S) AND THOSE REPRESENTING THE SUPPORTED ORGANIZATION. MEMBERS OF THE DONOR CLASS ARE ELECTED BY THE DONOR(S); MEMBERS OF THE SUPPORTED ORGANIZATION CLASS ARE ELECTED BY THE SUPPORTED ORGANIZATION. ALL MEMBERS SERVE AS TRUSTEES. THE SUPPORTED ORGANIZATION CLASS MUST ALWAYS HAVE ONE MORE TRUSTEE THAN THE DONOR CLASS. AT THE ANNUAL MEETING, THE TRUSTEES ELECT OFFICERS TO CARRY OUT THE DAY TO DAY BUSINESS OF THE SUPPORTING ORGANIZATION. THE TERM OF SERVICE OF OFFICERS IS ONE YEAR. FORM 990, PART VI, SECTION A, LINE 7B SEE 7A EXPLANATION ABOVE FORM 990, PART VI, SECTION B, LINE 11B THE FORM 990 IS PREPARED BY THE FOUNDATION'S CPA AND REVIEWED BY THE CHIEF FINANCIAL OFFICER AND PRESIDENT & CEO OF THE JEWISH COMMUNITY FOUNDATION OF GREATER KANSAS CITY. FORM 990, PART VI, SECTION B, LINE 12C IN MAY OF EACH YEAR THE TRUSTEES ARE REQUIRED TO DISCLOSE ON A FORM ANY ORGANIZATIONS FOR WHICH THEY OR THEIR SPOUSES SERVE AS TRUSTEES. IN ADDITION, BEFORE EACH VOTE TO AWARD GRANTS, THE TRUSTEES ARE ASKED TO DISCLOSE WHETHER THEY OR THEIR SPOUSE SERVE ON THE GRANT APPLICANT'S BOARD. ANYONE WHO HAS SUCH A CONFLICT IS ASKED NOT TO VOTE. FORM 990, PART VI, SECTION C, LINE 19 COPIES OF GOVERNING DOCUMENTS AND FINANCIAL INFORMATION ARE AVAILABLE UPON REQUEST. FORM 990, PART IX, LINE 11G ADMINISTRATIVE FEES: PROGRAM SERVICE EXPENSES 0. MANAGEMENT AND GENERAL EXPENSES 72,468. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 72,468. OTHER PROFESSIONAL FEES: PROGRAM SERVICE EXPENSES 0. MANAGEMENT AND GENERAL EXPENSES 15,606. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 15,606. MANAGEMENT AND GENERAL: PROGRAM SERVICE EXPENSES 0. MANAGEMENT AND GENERAL EXPENSES 394,280. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 394,280. SPECIAL PROJECT/CONSULTING FEES: PROGRAM SERVICE EXPENSES 0. MANAGEMENT AND GENERAL EXPENSES 182,326. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 182,326. FORM 990, PART XII, LINE 2C: PROCESS HAS NOT CHANGED. JEWISH COMMUNITY FOUNDATION OF GREATER KC 5801 W 115TH STREET OVERLAND PARK KS 66211 436049281 FOUNDATION KS 501(C)(3) LINE 7 N/A 0 0 1 0 0 0 0 0 0 0 0 0 0 1 0 1 0 0 0 0 JEWISH COMMUNITY FOUNDATION OF GREATER KC M 72648 CASH PAID JEWISH COMMUNITY FOUNDATION OF GREATER KC O 394280 COMPENSATION PAID JEWISH COMMUNITY FOUNDATION OF GREATER KC R 18747 CASH PAID