Jewish Heritage Fund for Excellence Inc

LOUISVILLE, KY EIN: 20-3805455 Website

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.

Financial Overview

From 2024 IRS Form 990-PF

Total Assets

$305.5M

+5.9% YoY

Annual Giving

$8.4M

-9.6% YoY

Grant Count

36

+2.9% YoY

Avg Grant Size

$235K

-12.1% YoY

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Financial History

Multi-year comparison from IRS filings

Revenue
Expenses
Qualifying Distributions
Net Investment Income
$0$7M$13M$20M$27M20202021202220232024
Metric202420232022
Total Assets$305,468,894$288,402,472$261,077,404
Revenue$20,887,886$12,178,982$11,580,328
Expenses$10,821,121$11,650,390$14,584,645
Qualifying Distributions
Net Investment Income$20,887,886$12,178,982$11,580,328
Distributable Amount

Giving Over Time

Total grant dollars and number of grants per year

$0$5M$11M$16M$21M30 grants202035 grants202140 grants202235 grants202336 grants2024

Grant Insights

How this funder distributes its grants

Top Recipients

Top 10 recipients in 2024

UNIVERSITY OF LOUISVILLE…$1.8MJEWISH COMMUNITY OF LOUI…$1.3MHOME OF THE INNOCENTS$1.0MUNIVERSITY OF KENTUCKY$668KJEWISH FAMILY AND CAREER…$445KBLUEPRINT 502$300K300 FOR 300$250KJEWISH FEDERATION OF THE…$225KTHE TEMPLE$202KFOOD LITERACY PROJECT$200K

Grant Size Distribution

176 grants across all recorded years

50<$50K32$50–100K61$100–250K13$250–500K6$500K–1M12$1–5M2$5M+

Giving History

Grant recipients and amounts by year

No grants recorded for .

Who else does Jewish Heritage Fund for Excellence Inc fund?

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Key People

Officers and directors from IRS filings

Compensation Overview

From 2024 IRS filing

JEFF POLSONPRESIDENT AND CEO$300KTIFFANY FABINGPROGRAM DIRECTOR$119K

From 2024 filing

NameTitleHoursCompensation
DR KAREN ABRAMSCHAIR1
WILLIAM ALTMANSECRETARY1
DR SHELLIE BRANSONTRUSTEE1
JON GOLDBERGEX-OFFICIO (PREVIOUS)1
JACKIE RICHARDSONTRUSTEE1
SANDY HAMMONDTRUSTEE1
DR NANCY MARTINTRUSTEE1
DR URSULA MULLINSTRUSTEE1
ERIC SCHWARTZTRUSTEE1
LINDA SCHUSTERTRUSTEE1
DR GERALD TEMESTRUSTEE1
ANDREW TRAGER-KUSMANTRUSTEE1
JENNIFER TUVLINVICE CHAIR1
MARC CHARNASTREASURER1
AMY LAPINSKITRUSTEE1
RICHARD SCHULTZTRUSTEE1
REED WEINBERGTRUSTEE1
GLENN LEVINETRUSTEE1
BETSY BENNETTTRUSTEE (PREVIOUS)1
ERIC GOODMANTRUSTEE (PREVIOUS)1
ROBIN STRATTONTRUSTEE1
JULIA RICHERSONTRUSTEE (PREVIOUS)1
BRUCE ROTHTRUSTEE (PREVIOUS)1
MARK SWITOWTRUSTEE (PREVIOUS)1
JEFF POLSONPRESIDENT AND CEO40$299,712
TIFFANY FABINGPROGRAM DIRECTOR40$118,558

Geographic Focus

Where this funder has awarded grants

Grant Distribution by State

6states

Cities

AlexandriaBowling GreenChicagoClermontCovingtonDanvilleFairdaleGrandvilleLexingtonLouisvilleNew YorkWashigntonWashington

Data last updated March 2026. Sourced from IRS Form 990-PF filings.

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