Nonprofit · EIN 20-3805455
JEWISH HERITAGE FUND FOR EXCELLENCE INC
Tax-exempt · LOUISVILLE, KY 40202
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2025 | 990 | $20,377,580 | $12,725,393 | $7,652,187 | $337,048,101 | $5,019,729 | $332,028,372 |
| December 31, 2024 | 990 | $20,887,886 | $10,821,121 | $10,066,765 | $305,468,894 | $3,931,359 | $301,537,535 |
| December 31, 2023 | 990 | $12,178,982 | $11,650,390 | $528,592 | $288,402,472 | $3,236,639 | $285,165,833 |
Financial details: 990 for the year ended December 31, 2025
Revenue
- Contributions, gifts and grants
- $0
- Program service revenue
- $0
- Investment income
- $20,377,580
- Net gain from sales of assets
- $6,079,676
- Other revenue
- $0
Expenses
- Grants and similar amounts paid
- $10,235,494
- Compensation of officers, directors and key employees
- $356,471
- Other salaries and wages
- $524,234
- Salaries, compensation and benefits (total)
- $1,016,691
- Professional fundraising fees
- $0
- Legal fees
- $39,207
- Accounting fees
- $39,614
- Occupancy
- $111,457
- Travel
- $35,600
- Depreciation
- $23,501
- Program services (functional)
- $10,971,267
- Management and general (functional)
- $1,754,126
Balance sheet and other
- Total assets, start of year
- $305,468,894
- Total assets, end of year
- $337,048,101
- Total liabilities, end of year
- $5,019,729
- Net assets, end of year
- $332,028,372
- Land, buildings and equipment
- $4,524,547
- Publicly traded securities
- $270,810,801
- Net assets without donor restrictions
- $332,028,372
- Gross receipts
- $65,573,211
- Employees
- 7
- Volunteers
- 23
- Year formed
- 2005
- State of legal domicile
- KY
From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.
Officers, directors and key employees
As listed on the 990 for the year ended December 31, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| JEFF POLSON | PRESIDENT AND CEO Officer | 40 | $325,711 | $30,760 |
| TIFFANY FABING | PROGRAM DIRECTOR Highest-paid employee | 40 | $129,997 | $16,896 |
| GREGG CARTER | DIRECTOR OF FINANCE Highest-paid employee | 40 | $105,668 | $16,968 |
| JAMIE JORRISCH | PROGRAM DIRECTOR (PREVIOUS) Highest-paid employee | 40 | $104,548 | $15,151 |
| DR KAREN ABRAMS | CHAIR Trustee or director, Officer | 1 | $0 | $0 |
| WILLIAM ALTMAN | SECRETARY (PREVIOUS) Trustee or director, Officer | 1 | $0 | $0 |
| DR SHELLIE BRANSON | TRUSTEE Trustee or director | 1 | $0 | $0 |
| JON GOLDBERG | EX-OFFICIO Trustee or director | 1 | $0 | $0 |
| JACKIE RICHARDSON | TRUSTEE Trustee or director | 1 | $0 | $0 |
| SANDY HAMMOND | TRUSTEE (PREVIOUS) Trustee or director | 1 | $0 | $0 |
| DR NANCY MARTIN | TRUSTEE (PREVIOUS) Trustee or director | 1 | $0 | $0 |
| DR URSULA MULLINS | TRUSTEE Trustee or director | 1 | $0 | $0 |
| ERIC SCHWARTZ | TRUSTEE Trustee or director | 1 | $0 | $0 |
| LINDA SCHUSTER | TRUSTEE Trustee or director | 1 | $0 | $0 |
| DR GERALD TEMES | TRUSTEE (PREVIOUS) Trustee or director | 1 | $0 | $0 |
12 more people on this return
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| ANDREW TRAGER-KUSMAN | TRUSTEE Trustee or director | 1 | $0 |
| JENNIFER TUVLIN | VICE CHAIR Trustee or director, Officer | 1 | $0 |
| MARC CHARNAS | TREASURER Trustee or director, Officer | 1 | $0 |
| AMY LAPINSKI | TRUSTEE Trustee or director | 1 | $0 |
| RICHARD SCHULTZ | TRUSTEE Trustee or director | 1 | $0 |
| REED WEINBERG | TRUSTEE Trustee or director | 1 | $0 |
| GLENN LEVINE | SECRETARY Trustee or director, Officer | 1 | $0 |
| ROBIN STRATTON | TRUSTEE Trustee or director | 1 | $0 |
| CARLYN ALTMAN | TRUSTEE Trustee or director | 1 | $0 |
| ROSS COHEN | TRUSTEE Trustee or director | 1 | $0 |
| DR KEN MCLEISH | TRUSTEE Trustee or director | 1 | $0 |
| DR SARAH MOYER | TRUSTEE Trustee or director | 1 | $0 |
990 for the year ended December 31, 2024: 26 people
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| JEFF POLSON | PRESIDENT AND CEO Officer | 40 | $299,712 | $33,483 |
| TIFFANY FABING | PROGRAM DIRECTOR Highest-paid employee | 40 | $118,558 | $15,910 |
| DR KAREN ABRAMS | CHAIR Trustee or director, Officer | 1 | $0 | $0 |
| WILLIAM ALTMAN | SECRETARY Trustee or director, Officer | 1 | $0 | $0 |
| DR SHELLIE BRANSON | TRUSTEE Trustee or director | 1 | $0 | $0 |
| JON GOLDBERG | EX-OFFICIO (PREVIOUS) Trustee or director | 1 | $0 | $0 |
| JACKIE RICHARDSON | TRUSTEE Trustee or director | 1 | $0 | $0 |
| SANDY HAMMOND | TRUSTEE Trustee or director | 1 | $0 | $0 |
| DR NANCY MARTIN | TRUSTEE Trustee or director | 1 | $0 | $0 |
| DR URSULA MULLINS | TRUSTEE Trustee or director | 1 | $0 | $0 |
| ERIC SCHWARTZ | TRUSTEE Trustee or director | 1 | $0 | $0 |
| LINDA SCHUSTER | TRUSTEE Trustee or director | 1 | $0 | $0 |
| DR GERALD TEMES | TRUSTEE Trustee or director | 1 | $0 | $0 |
| ANDREW TRAGER-KUSMAN | TRUSTEE Trustee or director | 1 | $0 | $0 |
| JENNIFER TUVLIN | VICE CHAIR Trustee or director, Officer | 1 | $0 | $0 |
| MARC CHARNAS | TREASURER Trustee or director, Officer | 1 | $0 | $0 |
| AMY LAPINSKI | TRUSTEE Trustee or director | 1 | $0 | $0 |
| RICHARD SCHULTZ | TRUSTEE Trustee or director | 1 | $0 | $0 |
| REED WEINBERG | TRUSTEE Trustee or director | 1 | $0 | $0 |
| GLENN LEVINE | TRUSTEE Trustee or director | 1 | $0 | $0 |
| BETSY BENNETT | TRUSTEE (PREVIOUS) Trustee or director | 1 | $0 | $0 |
| ERIC GOODMAN | TRUSTEE (PREVIOUS) Trustee or director | 1 | $0 | $0 |
| ROBIN STRATTON | TRUSTEE Trustee or director | 1 | $0 | $0 |
| JULIA RICHERSON | TRUSTEE (PREVIOUS) Trustee or director | 1 | $0 | $0 |
| BRUCE ROTH | TRUSTEE (PREVIOUS) Trustee or director | 1 | $0 | $0 |
| MARK SWITOW | TRUSTEE (PREVIOUS) Trustee or director | 1 | $0 | $0 |
990 for the year ended December 31, 2023: 25 people
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| JEFF POLSON | PRESIDENT AND CEO Officer | 40 | $284,615 | $28,621 |
| TIFFANY FABING | PROGRAM DIRECTOR Highest-paid employee | 40 | $112,074 | $15,625 |
| DR KAREN ABRAMS | VICE CHAIR Trustee or director, Officer | 1 | $0 | $0 |
| WILLIAM ALTMAN | TRUSTEE Trustee or director | 1 | $0 | $0 |
| BETSY BENNETT | TRUSTEE Trustee or director | 1 | $0 | $0 |
| JON GOLDBERG | CHAIR Trustee or director, Officer | 1 | $0 | $0 |
| ERIC GOODMAN | TRUSTEE Trustee or director | 1 | $0 | $0 |
| SANDY HAMMOND | TRUSTEE Trustee or director | 1 | $0 | $0 |
| DR NANCY MARTIN | TRUSTEE Trustee or director | 1 | $0 | $0 |
| DR URSULA MULLINS | TRUSTEE Trustee or director | 1 | $0 | $0 |
| DR JULIA RICHERSON | TRUSTEE Trustee or director | 1 | $0 | $0 |
| BRUCE ROTH | TREASURER Trustee or director, Officer | 1 | $0 | $0 |
| LINDA SCHUSTER | TRUSTEE Trustee or director | 1 | $0 | $0 |
| MARK SWITOW | TRUSTEE Trustee or director | 1 | $0 | $0 |
| DR GERALD TEMES | TRUSTEE Trustee or director | 1 | $0 | $0 |
| ANDREW TRAGER-KUSMAN | TRUSTEE Trustee or director | 1 | $0 | $0 |
| JENNIFER TUVLIN | SECRETARY Trustee or director, Officer | 1 | $0 | $0 |
| MARC CHARNAS | TRUSTEE Trustee or director | 1 | $0 | $0 |
| AMY LAPINSKI | TRUSTEE Trustee or director | 1 | $0 | $0 |
| RICHARD SCHULTZ | TRUSTEE Trustee or director | 1 | $0 | $0 |
| REED WEINBERG | TRUSTEE Trustee or director | 1 | $0 | $0 |
| GLENN E LEVINE | EX-OFFICIO (PREVIOUS) Trustee or director | 1 | $0 | $0 |
| ALLAN LATTS | TRUSTEE (PREVIOUS) Trustee or director | 1 | $0 | $0 |
| DR KEN MCLEISH | TRUSTEE (PREVIOUS) Trustee or director | 1 | $0 | $0 |
| ROBIN STRATTON | TRUSTEE (PREVIOUS) Trustee or director | 1 | $0 | $0 |
Address and contacts
- Address (IRS master file)
- 101 S 5TH ST STE 1600, LOUISVILLE, KY 40202-3107
- In care of
- % RONALD FARR
- Principal officer (990 for 2025)
- JEFF POLSON, 101 S 5TH ST SUITE 1600, LOUISVILLE, KY 40202
- Signed the 990
- JEFF POLSON, PRESIDENT AND CEO
- Phone
- (502) 365-3209
- Website
- JEWISHHERITAGEFUND.COM
- Return prepared by
- DEMING MALONE LIVESAY & OSTROFF PSC
Mission
JHF IS A GRANT MAKING ORGANIZATION WITH A MISSION TO SUPPORT THE JEWISH HERITAGE MITZVAH FUND AND TO SUPPORT THE MEDICAL AND GENERAL COMMUNITY OF KENTUCKY (EXCLUDING BOONE, KENTON AND CAMPBELL COUNTIES) AND FLOYD, CLARK, HARRISON AND SCOTT COUNTIES IN INDIANA (SCHEDULE O) THROUGH SCIENTIFIC AND MEDICAL EDUCATION/RESEARCH, SUPPORTING JEWISH COMMUNITIES, AND SUPPORTING PUBLIC HEALTH AND WELLNESS.
Program accomplishments
- SUPPORT PROVIDED TO THE JEWISH HERITAGE MITZVAH FUND AND FOR SCIENTIFIC AND MEDICAL EDUCATION/RESEARCH; JEWISH COMMUNITIES; AND PUBLIC HEALTH AND WELLNESS.Expenses $10,971,267 · grants $10,235,494 · revenue $20,377,580
What it must file and when
IRS records say it files Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N. Its accounting year ends in December, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | December 31, 2025 | May 15, 2026 | 990 on file |
| 2024 | December 31, 2024 | May 15, 2025 | 990 on file |
| 2023 | December 31, 2023 | May 15, 2024 | 990 on file |
IRS record
- EIN
- 20-3805455
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Supporting organization (509(a)(3))
- Donations deductible (Pub 78)
- Supporting organization of unknown type
- Exempt since
- 2008
- Accounting year ends
- December
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Health care (E19)
- Assets (IRS master file)
- $337,048,101
- Income (IRS master file)
- $65,573,211
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | December 2025 | $20,377,580 | $12,725,393 | $337,048,101 | XML |
| 990 | December 2024 | $20,887,886 | $10,821,121 | $305,468,894 | XML |
| 990 | December 2023 | $12,178,982 | $11,650,390 | $288,402,472 | XML |
| 990 | December 2022 | $11,580,328 | $14,584,645 | $261,077,404 | IRS |
| 990 | December 2021 | – | – | – | IRS |
| 990 | December 2020 | – | – | – | IRS |
990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 20-3805455).
Questions about JEWISH HERITAGE FUND FOR EXCELLENCE INC
- What is the EIN of JEWISH HERITAGE FUND FOR EXCELLENCE INC?
- The employer identification number (EIN) of JEWISH HERITAGE FUND FOR EXCELLENCE INC is 20-3805455.
- Is JEWISH HERITAGE FUND FOR EXCELLENCE INC tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2008.
- Are donations to JEWISH HERITAGE FUND FOR EXCELLENCE INC tax-deductible?
- Yes. It is listed in IRS Publication 78 (Supporting organization of unknown type).
- Which annual return does JEWISH HERITAGE FUND FOR EXCELLENCE INC file?
- Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N.
- When is the next return of JEWISH HERITAGE FUND FOR EXCELLENCE INC due?
- The return for tax year 2026 (the year ending December 31, 2026) is due May 17, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did JEWISH HERITAGE FUND FOR EXCELLENCE INC last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended December 2025.
- Who is the principal officer of JEWISH HERITAGE FUND FOR EXCELLENCE INC?
- The 990 for the year ended December 31, 2025 names JEFF POLSON.
- Who are the officers and directors of JEWISH HERITAGE FUND FOR EXCELLENCE INC?
- The 990 for the year ended December 31, 2025 lists 27 people; 4 received compensation from the organization, the highest $325,711 (JEFF POLSON, PRESIDENT AND CEO).
- How much revenue does JEWISH HERITAGE FUND FOR EXCELLENCE INC have?
- On its 990 for the year ended December 31, 2025 it reported revenue of $20,377,580, expenses of $12,725,393 and total assets of $337,048,101 at year end.
Other nonprofits in LOUISVILLE
- BAPTIST HEALTHCARE SYSTEM INC EIN 61-0444707 · last filed 990 for 2025
- NORTON HOSPITALS INC EIN 61-0703799 · last filed 990 for 2024
- UOFL HEALTH-LOUISVILLE INC EIN 84-3178470 · last filed 990 for 2025
- UNIVERSITY MEDICAL CENTER INC EIN 61-1293786 · last filed 990 for 2025
- COMMUNITY MEDICAL ASSOCIATES INC EIN 61-1276316 · last filed 990 for 2024
- BAPTIST HEALTH MEDICAL GROUP INC EIN 20-5497203 · last filed 990 for 2025
- NORTON HEALTHCARE INC EIN 61-1028725 · last filed 990 for 2024
- UNIVERSITY OF LOUISVILLE PHYSICIANS INC EIN 27-3645560 · last filed 990 for 2025