Form990
Click to see attachment
Department of the Treasury
Internal Revenue Service
Return of Organization Exempt From Income Tax
Under section 501(c), 527, or 4947(a)(1) of the Internal Revenue Code (except private foundations)
MediumBullet Do not enter Social Security numbers on this form as it may be made public. By law, the IRS
generally cannot redact the information on the form.
MediumBullet Information about Form 990 and its instructions is at www.IRS.gov/form990.
OMB No. 1545-0047
2013
Open to Public Inspection
A For the 2013 calendar year, or tax year beginning 09-01-2013 , 2013, and ending 08-31-2014
BCheck if applicable:
CName of organization
Houston Jewish Community Foundation
 
Doing Business As
 
 
Number and street (or P.O. box if mail is not delivered to street address)
5603 South Braeswood Blvd
 
Room/suite
City or town, state or province, country, and ZIP or foreign postal code
Houston, TX77096
D Employer identification number

76-0187329
E Telephone number

G Gross receipts $ 78,490,369
F Name and address of principal officer:
Mary Ward-Hecksel
5603 South Braeswood Blvd
Houston,TX77096
I
Tax-exempt status: (   ) LeftBullet (insert no.) or
J
Website:MediumBullet
www.houstonjewish.org
H(a)
Is this a group return for
subordinates?
H(b)
Are all subordinates
included?
If "No," attach a list. (see instructions)
H(c)
Group exemption number MediumBullet  
K Form of organization:
 
L Year of formation: 1985
M State of legal domicile: TX
Part I
Summary
Activities & Governance 1 Briefly describe the organization’s mission or most significant activities: Houston Jewish Community Foundation is organized exclusively for charitable, educational, and religious purposes to conduct & support activities for the benefit of or to carry out the purpose of the Jewish Federation of Greater Houston.
2 Check this box MediumBullet
3 Number of voting members of the governing body (Part VI, line 1a) ........ 3 37
4 Number of independent voting members of the governing body (Part VI, line 1b) ..... 4 37
5 Total number of individuals employed in calendar year 2013 (Part V, line 2a) ...... 5 5
6 Total number of volunteers (estimate if necessary) ............. 6 50
7a Total unrelated business revenue from Part VIII, column (C), line 12 ........ 7a 59,440
b Net unrelated business taxable income from Form 990-T, line 34 ......... 7b 39,422
Revenues Prior Year Current Year
8 Contributions and grants (Part VIII, line 1h) ......... 22,699,166 24,493,149
9 Program service revenue (Part VIII, line 2g) ......... 215,991 280,524
10 Investment income (Part VIII, column (A), lines 3, 4, and 7d ) .... 2,778,067 5,385,988
11 Other revenue (Part VIII, column (A), lines 5, 6d, 8c, 9c, 10c, and 11e) 619,979 634,336
12 Total revenue—add lines 8 through 11 (must equal Part VIII, column (A), line 12)................... 26,313,203 30,793,997
Expenses; 13 Grants and similar amounts paid (Part IX, column (A), lines 1–3 )... 15,006,699 14,048,250
14 Benefits paid to or for members (Part IX, column (A), line 4).....   0
15 Salaries, other compensation, employee benefits (Part IX, column (A), lines 5–10) 446,027 484,997
16a Professional fundraising fees (Part IX, column (A), line 11e).....   0
b Total fundraising expenses (Part IX, column (D), line 25) MediumBullet228,831    
17 Other expenses (Part IX, column (A), lines 11a–11d, 11f–24e).... 387,482 418,870
18 Total expenses. Add lines 13–17 (must equal Part IX, column (A), line 25) 15,840,208 14,952,117
19 Revenue less expenses. Subtract line 18 from line 12....... 10,472,995 15,841,880
Net Assets or Fund Balances; Beginning of Current Year End of Year
20 Total assets (Part X, line 16)............. 95,523,515 115,248,096
21 Total liabilities (Part X, line 26)............. 26,779,956 29,340,731
22 Net assets or fund balances. Subtract line 21 from line 20..... 68,743,559 85,907,365
Part II
Signature Block
Under penalties of perjury, I declare that I have examined this return, including accompanying schedules and statements, and to the best of my knowledge and belief, it is true, correct, and complete. Declaration of preparer (other than officer) is based on all information of which preparer has any knowledge.
Sign Here
JumboBullet
Signature of officer Date
JumboBullet
Type or print name and title
Paid Preparer Use Only
Print/Type preparer's name
Preparer's signature
Date
PTIN
Firm's name MediumBullet

Firm's EIN MediumBullet
Firm's address MediumBullet



Phone no.
May the IRS discuss this return with the preparer shown above? (see instructions) ............
For Paperwork Reduction Act Notice, see the separate instructions.
Cat. No. 11282Y
Form 990 (2013)
Form 990 (2013)
Page 2
Part III
Statement of Program Service Accomplishments
Check if Schedule O contains a response or note to any line in this Part III ..............
1
Briefly describe the organization’s mission: The Houston Jewish Community Foundation is a donor-centered community foundation which seeks to perpetuate Jewish values and institutions through the acquisition, professional management, and distribution of charitable resources.
2
Did the organization undertake any significant program services during the year which were not listed on
the prior Form 990 or 990-EZ? ......................
If "Yes," describe these new services on Schedule O.
3
Did the organization cease conducting, or make significant changes in how it conducts, any program services? ............................
If "Yes," describe these changes on Schedule O.
4
Describe the organization’s program service accomplishments for each of its three largest program services, as measured by expenses. Section 501(c)(3) and 501(c)(4) organizations are required to report the amount of grants and allocations to others, the total expenses, and revenue, if any, for each program service reported.
4a (Code:   ) (Expenses $ 14,066,277 including grants of $ 14,048,250 ) (Revenue $ 280,524 )
The Houston Jewish Community Foundation was established in 1985 and has helped individuals and families alike achieve their philanthropic dreams by enabling them to ensure that the communitys needs are met now, and for generations to come in lasting and meaningful ways. Now, almost thirty years later, the Foundation manages almost $100 million in assets and has matured into a true community foundation, administering funds donated by individuals and organizations for the benefit of the Greater Houston and national communities. The funds are professionally managed to ensure that donors receive the greatest benefit from their charitable contributions and to ensure philanthropic dollars are used to the fullest extent. The Investment Committee of the Foundation oversees prudent management of the funds. The Foundation has a long-term approach to charitable giving which facilitates the charitable intentions of donors during and beyond their lifetimes. By working with professional advisors, the Foundation is able to develop innovative philanthropic strategies with optimal tax benefits that help donors create their own personal legacy.The Foundation is structured to advise on and receive gifts of cash, stock, bonds, life insurance, real estate, and other property, and facilitates the creation and administration of Donor Advised Funds, supporting organizations, endowments, and trusts. The Houston Jewish Community Foundation benefits from the experience and dedication of local community members. Lawyers, accountants, bankers, estate planners, financial planners, investment advisors, tax counselors, trust officers, life insurance experts and other professionals provide expert counsel through our Professional Advisory Committee and various other committees.
4b (Code:   ) (Expenses $   including grants of $   ) (Revenue $   )
4c (Code:   ) (Expenses $   including grants of $   ) (Revenue $   )
4d Other program services (Describe in Schedule O.)
(Expenses $   including grants of $   ) (Revenue $   )
4e Total program service expensesMediumBullet14,066,277
Form 990 (2013)
Form 990 (2013)
Page 3
Part IV
Checklist of Required Schedules
Yes
No
1
Is the organization described in section 501(c)(3) or 4947(a)(1) (other than a private foundation)? If "Yes," complete Schedule AClick to see attachment........................
1
Yes
 
2
Is the organization required to complete Schedule B, Schedule of Contributors (see instructions)? Click to see attachment...
2
Yes
 
3
Did the organization engage in direct or indirect political campaign activities on behalf of or in opposition to candidates for public office? If "Yes," complete Schedule C, Part I..........
3
 
No
4
Section 501(c)(3) organizations. Did the organization engage in lobbying activities, or have a section 501(h) election in effect during the tax year? If "Yes," complete Schedule C, Part II........
4
 
No
5
Is the organization a section 501(c)(4), 501(c)(5), or 501(c)(6) organization that receives membership dues, assessments, or similar amounts as defined in Revenue Procedure 98-19? If "Yes," complete Schedule C,
Part III............................
5
 
No
6
Did the organization maintain any donor advised funds or any similar funds or accounts for which donors have the right to provide advice on the distribution or investment of amounts in such funds or accounts? If "Yes," complete Schedule D, Part IClick to see attachment........................
6
Yes
 
7
Did the organization receive or hold a conservation easement, including easements to preserve open space,
the environment, historic land areas, or historic structures? If "Yes," complete Schedule D, Part IIClick to see attachment...
7
 
No
8
Did the organization maintain collections of works of art, historical treasures, or other similar assets? If "Yes," complete Schedule D, Part III Click to see attachment....................
8
 
No
9
Did the organization report an amount in Part X, line 21 for escrow or custodial account liability; serve as a custodian for amounts not listed in Part X; or provide credit counseling, debt management, credit repair, or debt negotiation services? If "Yes," complete Schedule D, Part IVClick to see attachment..............
9
Yes
 
10
Did the organization, directly or through a related organization, hold assets in temporarily restricted endowments, permanent endowments, or quasi-endowments? If "Yes," complete Schedule D, Part VClick to see attachment......
10
Yes
 
11
If the organization’s answer to any of the following questions is "Yes," then complete Schedule D, Parts VI, VII, VIII, IX, or X as applicable.
a
Did the organization report an amount for land, buildings, and equipment in Part X, line 10?
If "Yes," complete Schedule D, Part VI.Click to see attachment...................
11a
Yes
 
b
Did the organization report an amount for investments—other securities in Part X, line 12 that is 5% or more of its total assets reported in Part X, line 16? If "Yes," complete Schedule D, Part VIIClick to see attachment.......
11b
Yes
 
c
Did the organization report an amount for investments—program related in Part X, line 13 that is 5% or more of its total assets reported in Part X, line 16? If "Yes," complete Schedule D, Part VIIIClick to see attachment.......
11c
 
No
d
Did the organization report an amount for other assets in Part X, line 15 that is 5% or more of its total assets reported in Part X, line 16? If "Yes," complete Schedule D, Part IXClick to see attachment............
11d
 
No
e
Did the organization report an amount for other liabilities in Part X, line 25? If "Yes," complete Schedule D, Part XClick to see attachment
11e
Yes
 
f
Did the organization’s separate or consolidated financial statements for the tax year include a footnote that addresses the organization’s liability for uncertain tax positions under FIN 48 (ASC 740)? If "Yes," complete Schedule D, Part XClick to see attachment.........................
11f
 
No
12a
Did the organization obtain separate, independent audited financial statements for the tax year?
If "Yes," complete Schedule D, Parts XI and XII Click to see attachment.................
12a
 
No
b
Was the organization included in consolidated, independent audited financial statements for the tax year? If "Yes," and if the organization answered "No" to line 12a, then completing Schedule D, Parts XI and XII is optional Click to see attachment
12b
Yes
 
13
Is the organization a school described in section 170(b)(1)(A)(ii)? If "Yes," complete Schedule E....
13
 
No
14a
Did the organization maintain an office, employees, or agents outside of the United States?.....
14a
 
No
b
Did the organization have aggregate revenues or expenses of more than $10,000 from grantmaking, fundraising, business, investment, and program service activities outside the United States, or aggregate foreign investments valued at $100,000 or more? If "Yes," complete Schedule F, Parts I and IV......... Click to see attachment
14b
Yes
 
15
Did the organization report on Part IX, column (A), line 3, more than $5,000 of grants or other assistance to or for any foreign organization? If “Yes,” complete Schedule F, Parts II and IVClick to see attachment
15
 
No
16
Did the organization report on Part IX, column (A), line 3, more than $5,000 of aggregate grants or other assistance to or for foreign individuals? If “Yes,” complete Schedule F, Parts III and IV... Click to see attachment
16
 
No
17
Did the organization report a total of more than $15,000 of expenses for professional fundraising services on Part IX, column (A), lines 6 and 11e? If "Yes," complete Schedule G, Part I (see instructions)....
17
 
No
18
Did the organization report more than $15,000 total of fundraising event gross income and contributions on Part VIII, lines 1c and 8a? If "Yes," complete Schedule G, Part II............
18
 
No
19
Did the organization report more than $15,000 of gross income from gaming activities on Part VIII, line 9a? If "Yes," complete Schedule G, Part III...................
19
 
No
20a
Did the organization operate one or more hospital facilities? If "Yes," complete Schedule H....
20a
 
No
b
If "Yes" to line 20a, did the organization attach a copy of its audited financial statements to this return?
20b
 
 
Form 990 (2013)
Form 990 (2013)
Page 4
Part IV
Checklist of Required Schedules (continued)
21
Did the organization report more than $5,000 of grants or other assistance to any domestic organization or government on Part IX, column (A), line 1? If “Yes,” complete Schedule I, Parts I and II... Click to see attachment
21
Yes
 
22
Did the organization report more than $5,000 of grants or other assistance to individuals in the United States on Part IX, column (A), line 2? If “Yes,” complete Schedule I, Parts I and III........ Click to see attachment
22
Yes
 
23
Did the organization answer "Yes" to Part VII, Section A, line 3, 4, or 5 about compensation of the organization’s current and former officers, directors, trustees, key employees, and highest compensated employees? If "Yes," complete Schedule J....................... Click to see attachment
23
Yes
 
24a
Did the organization have a tax-exempt bond issue with an outstanding principal amount of more than $100,000 as of the last day of the year, that was issued after December 31, 2002? If “Yes,” answer lines 24b through 24d and complete Schedule K. If “No,” go to line 25a................
24a
 
No
b
Did the organization invest any proceeds of tax-exempt bonds beyond a temporary period exception?...
24b
 
No
c
Did the organization maintain an escrow account other than a refunding escrow at any time during the year
to defease any tax-exempt bonds?......................
24c
 
No
d
Did the organization act as an "on behalf of" issuer for bonds outstanding at any time during the year?...
24d
 
No
25a
Section 501(c)(3) and 501(c)(4) organizations. Did the organization engage in an excess benefit transaction with a disqualified person during the year? If "Yes," complete Schedule L, Part I........
25a
 
No
b
Is the organization aware that it engaged in an excess benefit transaction with a disqualified person in a prior year, and that the transaction has not been reported on any of the organization’s prior Forms 990 or 990-EZ? If "Yes," complete Schedule L, Part I...................
25b
 
No
26
Did the organization report any amount on Part X, line 5, 6, or 22 for receivables from or payables to any current or former officers, directors, trustees, key employees, highest compensated employees, or disqualified persons? If so, complete Schedule L, Part II....................
26
 
No
27
Did the organization provide a grant or other assistance to an officer, director, trustee, key employee, substantial contributor or employee thereof, a grant selection committee member, or to a 35% controlled entity or family member of any of these persons? If "Yes," complete Schedule L, Part III.........
27
 
No
28
Was the organization a party to a business transaction with one of the following parties (see Schedule L, Part IV instructions for applicable filing thresholds, conditions, and exceptions):
a
A current or former officer, director, trustee, or key employee? If "Yes," complete Schedule L, Part IV ..........................
28a
 
No
b
A family member of a current or former officer, director, trustee, or key employee? If "Yes,"
complete Schedule L, Part IV.....................
28b
 
No
c
An entity of which a current or former officer, director, trustee, or key employee (or a family member thereof) was an officer, director, trustee, or direct or indirect owner? If "Yes," complete Schedule L, Part IV...
28c
 
No
29
Did the organization receive more than $25,000 in non-cash contributions? If "Yes," complete Schedule M..Click to see attachment
29
Yes
 
30
Did the organization receive contributions of art, historical treasures, or other similar assets, or qualified conservation contributions? If "Yes," complete Schedule M............. Click to see attachment
30
 
No
31
Did the organization liquidate, terminate, or dissolve and cease operations? If "Yes," complete Schedule N,
Part I...........................
31
 
No
32
Did the organization sell, exchange, dispose of, or transfer more than 25% of its net assets? If "Yes," complete Schedule N, Part II......................
32
 
No
33
Did the organization own 100% of an entity disregarded as separate from the organization under Regulations sections 301.7701-2 and 301.7701-3? If "Yes," complete Schedule R, Part I........ Click to see attachment
33
Yes
 
34
Was the organization related to any tax-exempt or taxable entity? If "Yes," complete Schedule R, Part II, III, or IV, and Part V, line 1........................ Click to see attachment
34
Yes
 
35a
Did the organization have a controlled entity within the meaning of section 512(b)(13)?
35a
Yes
 
b
If ‘Yes’ to line 35a, did the organization receive any payment from or engage in any transaction with a controlled entity within the meaning of section 512(b)(13)? If "Yes," complete Schedule R, Part V, line 2... Click to see attachment
35b
 
No
36
Section 501(c)(3) organizations. Did the organization make any transfers to an exempt non-charitable related organization? If "Yes," complete Schedule R, Part V, line 2............. Click to see attachment
36
 
No
37
Did the organization conduct more than 5% of its activities through an entity that is not a related organization and that is treated as a partnership for federal income tax purposes? If "Yes," complete Schedule R, Part VIClick to see attachment
37
 
No
38
Did the organization complete Schedule O and provide explanations in Schedule O for Part VI, lines 11b and 19? Note. All Form 990 filers are required to complete Schedule O. ............
38
Yes
 
Form 990 (2013)
Form 990 (2013)
Page 5
Part V
Statements Regarding Other IRS Filings and Tax Compliance
Check if Schedule O contains a response or note to any line in this Part V ..............
Yes
No
1a
Enter the number reported in Box 3 of Form 1096 Enter -0- if not applicable ..
1a
0
b
Enter the number of Forms W-2G included in line 1a. Enter -0- if not applicable .
1b
0
c
Did the organization comply with backup withholding rules for reportable payments to vendors and reportable gaming (gambling) winnings to prize winners? ..................
1c
 
No
2a
Enter the number of employees reported on Form W-3, Transmittal of Wage and
Tax Statements, filed for the calendar year ending with or within the year covered by this return ..................
2a
5
b
If at least one is reported on line 2a, did the organization file all required federal employment tax returns?
Note. If the sum of lines 1a and 2a is greater than 250, you may be required to e-file (see instructions)
2b
Yes
 
3a
Did the organization have unrelated business gross income of $1,000 or more during the year?...
3a
Yes
 
b
If “Yes,” has it filed a Form 990-T for this year? If “No” to line 3b, provide an explanation in Schedule O...
3b
 
 
4a
At any time during the calendar year, did the organization have an interest in, or a signature or other authority over, a financial account in a foreign country (such as a bank account, securities account, or other financial account)?..........................
4a
 
No
b
If "Yes," enter the name of the foreign country: MediumBullet
See instructions for filing requirements for Form TD F 90-22.1, Report of Foreign Bank and Financial Accounts.
5a
Was the organization a party to a prohibited tax shelter transaction at any time during the tax year?..
5a
 
No
b
Did any taxable party notify the organization that it was or is a party to a prohibited tax shelter transaction?
5b
 
No
c
If "Yes," to line 5a or 5b, did the organization file Form 8886-T? ............
5c
 
 
6a
Does the organization have annual gross receipts that are normally greater than $100,000, and did the organization solicit any contributions that were not tax deductible as charitable contributions?...
6a
 
No
b
If "Yes," did the organization include with every solicitation an express statement that such contributions or gifts were not tax deductible?........................
6b
 
 
7
Organizations that may receive deductible contributions under section 170(c).
a
Did the organization receive a payment in excess of $75 made partly as a contribution and partly for goods and services provided to the payor?....................
7a
 
No
b
If "Yes," did the organization notify the donor of the value of the goods or services provided?.....
7b
 
 
c
Did the organization sell, exchange, or otherwise dispose of tangible personal property for which it was required to file Form 8282?...........................
7c
 
No
d
If "Yes," indicate the number of Forms 8282 filed during the year ....
7d
0
e
Did the organization receive any funds, directly or indirectly, to pay premiums on a personal benefit contract?............................
7e
 
No
f
Did the organization, during the year, pay premiums, directly or indirectly, on a personal benefit contract?..
7f
 
No
g
If the organization received a contribution of qualified intellectual property, did the organization file Form 8899 as required?............................
7g
 
No
h
If the organization received a contribution of cars, boats, airplanes, or other vehicles, did the organization file a Form 1098-C?..........................
7h
 
No
8
Sponsoring organizations maintaining donor advised funds and section 509(a)(3) supporting organizations. Did the supporting organization, or a donor advised fund maintained by a sponsoring organization, have excess business holdings at any time during the year?............
8
 
No
9
Sponsoring organizations maintaining donor advised funds.
a
Did the organization make any taxable distributions under section 4966?..........
9a
 
No
b
Did the organization make a distribution to a donor, donor advisor, or related person?.......
9b
 
No
10
Section 501(c)(7) organizations. Enter:
a
Initiation fees and capital contributions included on Part VIII, line 12 ...
10a
 
b
Gross receipts, included on Form 990, Part VIII, line 12, for public use of club facilities
10b
 
11
Section 501(c)(12) organizations. Enter:
a
Gross income from members or shareholders .........
11a
 
b
Gross income from other sources (Do not net amounts due or paid to other sources against amounts due or received from them.) ..........
11b
 
12a
Section 4947(a)(1) non-exempt charitable trusts. Is the organization filing Form 990 in lieu of Form 1041?
12a
 
No
b
If "Yes," enter the amount of tax-exempt interest received or accrued during the year. ....................
12b
 
13
Section 501(c)(29) qualified nonprofit health insurance issuers.
a
Is the organization licensed to issue qualified health plans in more than one state?
Note. See the instructions for additional information the organization must report on Schedule O.
13a
 
No
b
Enter the amount of reserves the organization is required to maintain by the states in which the organization is licensed to issue qualified health plans ....
13b
 
c
Enter the amount of reserves on hand ............
13c
 
14a
Did the organization receive any payments for indoor tanning services during the tax year?.....
14a
 
No
b
If "Yes," has it filed a Form 720 to report these payments? If "No," provide an explanation in Schedule O..
14b
 
No
Form 990 (2013)
Form 990 (2013)
Page 6
Part VI
Governance, Management, and Disclosure For each "Yes" response to lines 2 through 7b below, and for a "No" response to lines 8a, 8b, or 10b below, describe the circumstances, processes, or changes in Schedule O. See instructions.
Check if Schedule O contains a response or note to any line in this Part VI ..............
Section A. Governing Body and Management
Yes
No
1a
Enter the number of voting members of the governing body at the end of the tax year .....................
1a
37
If there are material differences in voting rights among members of the governing body, or if the governing body delegated broad authority to an executive committee or similar committee, explain in Schedule O.
b
Enter the number of voting members included in line 1a, above, who are independent ...................
1b
37
2
Did any officer, director, trustee, or key employee have a family relationship or a business relationship with any other officer, director, trustee, or key employee? .................
2
Yes
 
3
Did the organization delegate control over management duties customarily performed by or under the direct supervision of officers, directors or trustees, or key employees to a management company or other person? .
3
 
No
4
Did the organization make any significant changes to its governing documents since the prior Form 990 was filed? ...........................
4
 
No
5
Did the organization become aware during the year of a significant diversion of the organization’s assets? .
5
 
No
6
Did the organization have members or stockholders? ................
6
Yes
 
7a
Did the organization have members, stockholders, or other persons who had the power to elect or appoint one or more members of the governing body? ....................
7a
Yes
 
b
Are any governance decisions of the organization reserved to (or subject to approval by) members, stockholders, or persons other than the governing body? ...................
7b
 
No
8
Did the organization contemporaneously document the meetings held or written actions undertaken during the year by the following:
a
The governing body? .........................
8a
Yes
 
b
Each committee with authority to act on behalf of the governing body? ............
8b
Yes
 
9
Is there any officer, director, trustee, or key employee listed in Part VII, Section A, who cannot be reached at the organization’s mailing address? If "Yes," provide the names and addresses in Schedule O.......
9
 
No
Section B. Policies (This Section B requests information about policies not required by the Internal Revenue Code.)
Yes
No
10a
Did the organization have local chapters, branches, or affiliates? ............
10a
 
No
b
If "Yes," did the organization have written policies and procedures governing the activities of such chapters, affiliates, and branches to ensure their operations are consistent with the organization's exempt purposes?
10b
 
 
11a
Has the organization provided a complete copy of this Form 990 to all members of its governing body before filing the form? ............................
11a
Yes
 
b
Describe in Schedule O the process, if any, used by the organization to review this Form 990. .....
12a
Did the organization have a written conflict of interest policy? If "No," go to line 13.......
12a
Yes
 
b
Were officers, directors, or trustees, and key employees required to disclose annually interests that could give rise to conflicts? ..........................
12b
Yes
 
c
Did the organization regularly and consistently monitor and enforce compliance with the policy? If "Yes," describe in Schedule O how this was done.......................
12c
Yes
 
13
Did the organization have a written whistleblower policy? ...............
13
Yes
 
14
Did the organization have a written document retention and destruction policy? .........
14
Yes
 
15
Did the process for determining compensation of the following persons include a review and approval by independent persons, comparability data, and contemporaneous substantiation of the deliberation and decision?
a
The organization’s CEO, Executive Director, or top management official ...........
15a
Yes
 
b
Other officers or key employees of the organization ................
15b
 
No
If "Yes" to line 15a or 15b, describe the process in Schedule O (see instructions).
16a
Did the organization invest in, contribute assets to, or participate in a joint venture or similar arrangement with a taxable entity during the year? ......................
16a
 
No
b
If "Yes," did the organization follow a written policy or procedure requiring the organization to evaluate its participation in joint venture arrangements under applicable federal tax law, and take steps to safeguard the organization’s exempt status with respect to such arrangements? ............
16b
 
 
Section C. Disclosure
17
List the States with which a copy of this Form 990 is required to be filedMediumBullet
18
Section 6104 requires an organization to make its Form 1023 (or 1024 if applicable), 990, and 990-T (501(c)(3)s only) available for public inspection. Indicate how you made these available. Check all that apply.
19
Describe in Schedule O whether (and if so, how) the organization made its governing documents, conflict of interest policy, and financial statements available to the public during the tax year.
20
State the name, physical address, and telephone number of the person who possesses the books and records of the organization:
MediumBulletMary Ward-Hecksel5603 South BraeswoodHoustonTX77096 (713) 729-7000
Form 990 (2013)
Form 990 (2013)
Page 7
Part VII
Compensation of Officers, Directors,Trustees, Key Employees, Highest Compensated Employees, and Independent Contractors
Check if Schedule O contains a response or note to any line in this Part VII ..............
Section A. Officers, Directors, Trustees, Key Employees, and Highest Compensated Employees
1a Complete this table for all persons required to be listed. Report compensation for the calendar year ending with or within the organization’s tax year.
RoundBullet List all of the organization’s current officers, directors, trustees (whether individuals or organizations), regardless of amount
of compensation. Enter -0- in columns (D), (E), and (F) if no compensation was paid.

RoundBullet List all of the organization’s current key employees, if any. See instructions for definition of "key employee."
RoundBullet List the organization’s five current highest compensated employees (other than an officer, director, trustee or key employee)
who received reportable compensation (Box 5 of Form W-2 and/or Box 7 of Form 1099-MISC) of more than $100,000 from the
organization and any related organizations.

RoundBullet List all of the organization’s former officers, key employees, or highest compensated employees who received more than $100,000
of reportable compensation from the organization and any related organizations.

RoundBullet List all of the organization’s former directors or trustees that received, in the capacity as a former director or trustee of the
organization, more than $10,000 of reportable compensation from the organization and any related organizations.

List persons in the following order: individual trustees or directors; institutional trustees; officers; key employees; highest
compensated employees; and former such persons.
Check this box if neither the organization nor any related organization compensated any current officer, director, or trustee.
(A)
Name and Title 		(B)
Average hours per week (list any hours for related organizations below dotted line) 		(C)
Position (do not check more than one box, unless person is both an officer and a director/trustee) 		(D)
Reportable compensation from the organization (W- 2/1099-MISC) 		(E)
Reportable compensation from related organizations (W- 2/1099-MISC) 		(F)
Estimated amount of other compensation from the organization and related organizations
Individual Trustee or Director; Institutional Trustee; OfficerInd; Key Employee; Highest compensated employee; FormerOfcrDirectorTrusteeInd;
(1) Nat Levy........................................................................
Chair
 5.00
.......................1.00 		X   X       0 0 0
(2) Michael Rubenstein........................................................................
Vice Chair
 1.00
.......................1.00 		X   X       0 0 0
(3) Mark Brookner........................................................................
Secretary
 5.00
.......................0.00 		X   X       0 0 0
(4) Tom Samuels........................................................................
Treasurer
 1.00
.......................0.00 		X   X       0 0 0
(5) Susan Bass........................................................................
Trustee
 1.00
.......................0.00 		X           0 0 0
(6) Lauren Kaufman Blachman........................................................................
Trustee
 1.00
.......................0.00 		X           0 0 0
(7) Tali Blumrosen........................................................................
Trustee
 1.00
.......................0.00 		X           0 0 0
(8) Stephen Breslauer........................................................................
Trustee
 1.00
.......................0.00 		X           0 0 0
(9) Stephen Brown........................................................................
Trustee
 1.00
.......................0.00 		X           0 0 0
(10) Vikki Evans........................................................................
Trustee
 1.00
.......................0.00 		X           0 0 0
(11) Stephen J Finkelman........................................................................
Trustee
 1.00
.......................0.00 		X           0 0 0
(12) Milton Frankfort........................................................................
Trustee
 1.00
.......................0.00 		X           0 0 0
(13) Donald Freedman........................................................................
Trustee
 1.00
.......................1.00 		X           0 0 0
(14) Edwin Buster Freedman........................................................................
Trustee
 1.00
.......................0.00 		X           0 0 0
(15) Carol Goldberg........................................................................
Trustee
 1.00
.......................0.00 		X           0 0 0
(16) William J Goldberg........................................................................
Trustee
 1.00
.......................0.00 		X           0 0 0
(17) Daniel P Gordon........................................................................
Trustee
 1.00
.......................0.00 		X           0 0 0
Form 990 (2013)
Form 990 (2013)
Page 8
Part VII
Section A. Officers, Directors, Trustees, Key Employees, and Highest Compensated Employees (continued)
(A)
Name and Title 		(B)
Average hours per week (list any hours for related organizations below dotted line) 		(C)
Position (do not check more than one box, unless person is both an officer and a director/trustee) 		(D)
Reportable compensation from the organization (W- 2/1099-MISC) 		(E)
Reportable compensation from related organizations (W- 2/1099-MISC) 		(F)
Estimated amount of other compensation from the organization and related organizations
Individual Trustee or Director; Institutional Trustee; OfficerInd; Key Employee; Highest compensated employee; FormerOfcrDirectorTrusteeInd;
(18) Donald M Graubart........................................................................
Trustee
 1.00
.......................0.00 		X           0 0 0
(19) Ben Guefen........................................................................
Trustee
 1.00
.......................0.00 		X           0 0 0
(20) Stephen M Kaufman........................................................................
Trustee
 1.00
.......................0.00 		X           0 0 0
(21) Roseanne Kaufman........................................................................
Trustee
 1.00
.......................0.00 		X           0 0 0
(22) Alan F Levin........................................................................
Trustee
 1.00
.......................1.00 		X           0 0 0
(23) H Fred Levine........................................................................
Trustee
 1.00
.......................0.00 		X           0 0 0
(24) Barry Lewis........................................................................
Trustee
 1.00
.......................0.00 		X           0 0 0
(25) Gerald Merfish........................................................................
Trustee
 1.00
.......................0.00 		X           0 0 0
(26) Esther Polland........................................................................
Trustee
 1.00
.......................0.00 		X           0 0 0
(27) Ann Baker Ronn........................................................................
Trustee
 1.00
.......................0.00 		X           0 0 0
(28) Ben Rosenberg........................................................................
Trustee
 1.00
.......................2.00 		X           0 0 0
(29) J Victor Samuels........................................................................
Trustee
 1.00
.......................0.00 		X           0 0 0
(30) Edward Schreiber........................................................................
Trustee
 1.00
.......................0.00 		X           0 0 0
(31) Joel Spira........................................................................
Trustee
 1.00
.......................0.00 		X           0 0 0
(32) Richard Stein........................................................................
Trustee
 1.00
.......................0.00 		X           0 0 0
(33) Robin Stein........................................................................
Trustee
 1.00
.......................0.00 		X           0 0 0
(34) Paul Strug........................................................................
Trustee
 1.00
.......................0.00 		X           0 0 0
(35) Linda Susman........................................................................
Trustee
 1.00
.......................0.00 		X           0 0 0
(36) Benjamin Warren........................................................................
Trustee
 1.00
.......................0.00 		X           0 0 0
(37) Joe L Williams........................................................................
Trustee
 1.00
.......................0.00 		X           0 0 0
(38) Roberta Herman........................................................................
Executive Direc
 39.00
.......................1.00 		    X       103,601 0 14,118
(39) Lee Wunsch........................................................................
President & CEO
 8.00
.......................32.00 		    X       0 294,427 69,199
(40) Mary Ward-Hecksel........................................................................
Sr. VP/CFO
 15.00
.......................25.00 		    X       0 141,556 20,242
(41) Suzanne Jacobson........................................................................
Sr. VP Develop
 2.00
.......................38.00 		    X       0 140,455 20,758
1b Sub-Total................MediumBullet
c Total from continuation sheets to Part VII, Section A....MediumBullet
d Total (add lines 1b and 1c)............MediumBullet 103,601 576,438 124,317
2
Total number of individuals (including but not limited to those listed above) who received more than $100,000 of reportable compensation from the organizationMediumBullet1
Yes
No
3
Did the organization list any former officer, director or trustee, key employee, or highest compensated employee on line 1a? If "Yes," complete Schedule J for such individual ..............
3
 
No
4
For any individual listed on line 1a, is the sum of reportable compensation and other compensation from the organization and related organizations greater than $150,000? If "Yes," complete Schedule J for such individual...........................
4
Yes
 
5
Did any person listed on line 1a receive or accrue compensation from any unrelated organization or individual for services rendered to the organization? If "Yes," complete Schedule J for such person ........
5
 
No
Section B. Independent Contractors
1
Complete this table for your five highest compensated independent contractors that received more than $100,000 of compensation from the organization. Report compensation for the calendar year ending with or within the organization’s tax year.
(A)
Name and business address 		(B)
Description of services 		(C)
Compensation
2
Total number of independent contractors (including but not limited to those listed above) who received more than $100,000 of compensation from the organization MediumBullet0
Form 990 (2013)
Form 990 (2013)
Page 9
Part VIII
Statement of Revenue
Check if Schedule O contains a response or note to any line in this Part VIII .............
(A)
Total revenue 		(B)
Related or
exempt
function
revenue 		(C)
Unrelated
business
revenue 		(D)
Revenue
excluded from
tax under sections
512-514
Contributions, Gifts, GrantAmt and OtherAmt Similar Amounts 1a Federated campaigns..1a  
b Membership dues....1b  
c Fundraising events....1c  
d Related organizations...1d 1,138,781
e Government grants (contributions)1e  
f All other contributions, gifts, grants, and
similar amounts not included above1f 		23,354,368
g Noncash contributions included in lines
1a-1f:$ 		17,652,061
h Total. Add lines 1a-1f.......MediumBullet 24,493,149
Program Service RevenueAmt Business Code
2a Administrative fees 561000 280,524 280,524    
b
c
d
e
f All other program service revenue .        
g Total. Add lines 2a–2f........MediumBullet 280,524
OtherAmt RevenueAmt 3 Investment income (including dividends, interest, and other similar amounts).......MediumBullet 2,077,931     2,077,931
4 Income from investment of tax-exempt bond proceeds..MediumBullet 0      
5 Royalties...........MediumBullet 78,405     78,405
(i) Real (ii) Personal
6a Gross rents    
b Less: rental expenses    
c Rental income or (loss)    
d Net rental income or (loss).......MediumBullet 0      
(i) Securities (ii) Other
7a Gross amount from sales of assets other than inventory 51,004,429  
b Less: cost or other basis and sales expenses 47,696,372  
c Gain or (loss) 3,308,057  
d Net gain or (loss)..........MediumBullet 3,308,057     3,308,057
8a Gross income from fundraising events (not including
$  
of contributions reported on line 1c). See Part IV, line 18 ..
a  
b Less: direct expenses ...b  
c Net income or (loss) from fundraising events..MediumBullet 0    
9a Gross income from gaming activities.
See Part IV, line 19 ...
a  
b Less: direct expenses ...b  
c Net income or (loss) from gaming activities...MediumBullet 0      
10a Gross sales of inventory, less
returns and allowances .
a  
b Less: cost of goods sold ..b  
c Net income or (loss) from sales of inventory..MediumBullet 0      
Miscellaneous Revenue Business Code
11a Adjust CSV insurance 900099 88,262     88,262
b Partnership distrib 900099 467,669   59,440 408,229
c            
d All other revenue ....        
e Total. Add lines 11a–11d ...... MediumBullet 555,931
12 Total revenue. See Instructions......MediumBullet 30,793,997 280,524 59,440 5,960,884
Form 990 (2013)
Form 990 (2013)
Page 10
Part IX
Statement of Functional Expenses
Section 501(c)(3) and 501(c)(4) organizations must complete all columns. All other organizations must complete column (A).Check if Schedule O contains a response or note to any line in this Part IX ...............
Do not include amounts reported on lines 6b,
7b, 8b, 9b, and 10b of Part VIII. 		(A)
Total expenses 		(B)
Program service expenses 		(C)
Management and general expenses 		(D)
Fundraising expenses
1 Grants and other assistance to governments and organizations in the United States. See Part IV, line 21 14,006,906 14,006,906
2 Grants and other assistance to individuals in the United States. See Part IV, line 22 41,344 41,344
3 Grants and other assistance to governments, organizations, and individuals outside the United States. See Part IV, lines 15 and 16 0  
4 Benefits paid to or for members 0  
5 Compensation of current officers, directors, trustees, and key employees .... 121,461 11,578 18,007 91,876
6 Compensation not included above, to disqualified persons (as defined under section 4958(f)(1)) and persons described in section 4958(c)(3)(B) .... 0      
7 Other salaries and wages 299,072 4,065 246,153 48,854
8 Pension plan accruals and contributions (include section 401(k) and 403(b) employer contributions) .... 19,196 509 16,470 2,217
9 Other employee benefits ....... 20,185 819 14,391 4,975
10 Payroll taxes ........... 25,083 1,019 17,874 6,190
11 Fees for services (non-employees):        
a Management ...... 0      
b Legal ......... 556   556  
c Accounting ........... 21,871   21,871  
d Lobbying ........... 0      
e Professional fundraising services. See Part IV, line 17 0  
f Investment management fees ...... 0      
g Other (If line 11g amount exceeds 10% of line 25, column (A) amount, list line 11g expenses on Schedule O) ........ 34,910   34,910  
12 Advertising and promotion .... 7,780     7,780
13 Office expenses ....... 56,895   56,895  
14 Information technology ...... 24,756   15,054 9,702
15 Royalties .. 0      
16 Occupancy ........... 0      
17 Travel ............ 0      
18 Payments of travel or entertainment expenses for any federal, state, or local public officials ...... 0      
19 Conferences, conventions, and meetings .... 3,032   3,032  
20 Interest ........... 0      
21 Payments to affiliates ....... 0      
22 Depreciation, depletion, and amortization ..... 0      
23 Insurance .............. 164,570 37 164,304 229
24 Other expenses. Itemize expenses not covered above (List miscellaneous expenses in line 24e. If line 24e amount exceeds 10% of line 25, column (A) amount, list line 24e expenses on Schedule O.)
a Events & programs 59,211   22,203 37,008
b Write off doubtful accounts 20,000     20,000
c Unrelated business income tax 18,000   18,000  
d Other expenses 7,289   7,289  
e All other expenses 0      
25 Total functional expenses. Add lines 1 through 24e 14,952,117 14,066,277 657,009 228,831
26 Joint costs. Complete this line only if the organization reported in column (B) joint costs from a combined educational campaign and fundraising solicitation. Check here MediumBullet if following SOP 98-2 (ASC 958-720).        
Form 990 (2013)
Form 990 (2013)
Page 11
Part X Balance Sheet Check if Schedule O contains a response or note to any line in this Part X ..............
(A)
Beginning of year 		(B)
End of year
Assets 1 Cash–non-interest-bearing ............. 215,372 1 205,276
2 Savings and temporary cash investments ......... 3,397,321 2 2,816,134
3 Pledges and grants receivable, net ........... 2,490,538 3 0
4 Accounts receivable, net ............. 2,140 4 84,426
5 Loans and other receivables from current and former officers, directors, trustees, key employees, and highest compensated employees. Complete Part II of
Schedule L ..................
  5 0
6 Loans and other receivables from other disqualified persons (as defined under section 4958(f)(1)), persons described in section 4958(c)(3)(B), and contributing employers and sponsoring organizations of section 501(c)(9) voluntary employees' beneficiary organizations (see instructions) Complete Part II of Schedule L
  6 0
7 Notes and loans receivable, net .............   7 0
8 Inventories for sale or use ..............   8 0
9 Prepaid expenses and deferred charges .......... 1,197 9 2,513
10a Land, buildings, and equipment: cost or other basis. Complete Part VI of Schedule D 10a 26,749
b Less: accumulated depreciation ..... 10b 26,749   10c 0
11 Investments—publicly traded securities .......... 77,620,052 11 95,154,409
12 Investments—other securities. See Part IV, line 11 ..... 9,770,567 12 14,434,807
13 Investments—program-related. See Part IV, line 11 .....   13 0
14 Intangible assets ...............   14 0
15 Other assets. See Part IV, line 11 ........... 2,026,328 15 2,550,531
16 Total assets. Add lines 1 through 15 (must equal line 34)...... 95,523,515 16 115,248,096
Liabilities 17 Accounts payable and accrued expenses ......... 11,404 17 3,648
18 Grants payable ................. 128,814 18 50,519
19 Deferred revenue ................   19  
20 Tax-exempt bond liabilities .............   20  
21 Escrow or custodial account liability. Complete Part IV of Schedule D.. 26,598,840 21 29,228,492
22 Loans and other payables to current and former officers, directors, trustees, key employees, highest compensated employees, and disqualified
persons. Complete Part II of Schedule L..........   22  
23 Secured mortgages and notes payable to unrelated third parties ..   23  
24 Unsecured notes and loans payable to unrelated third parties ....   24  
25 Other liabilities (including federal income tax, payables to related third parties, and other liabilities not included on lines 17-24). Complete Part X of Schedule D.................... 40,898 25 58,072
26 Total liabilities. Add lines 17 through 25......... 26,779,956 26 29,340,731
Net Assets or Fund Balance Organizations that follow SFAS 117 (ASC 958), check here MediumBullet and complete lines 27 through 29, and lines 33 and 34.
27 Unrestricted net assets .............. 65,931,131 27 83,167,808
28 Temporarily restricted net assets ........... 423,579 28 617,223
29 Permanently restricted net assets ........... 2,388,849 29 2,122,334
Organizations that do not follow SFAS 117 (ASC 958), check here MediumBullet and complete lines 30 through 34.
30 Capital stock or trust principal, or current funds ........   30  
31 Paid-in or capital surplus, or land, building or equipment fund .....   31  
32 Retained earnings, endowment, accumulated income, or other funds   32  
33 Total net assets or fund balances ........... 68,743,559 33 85,907,365
34 Total liabilities and net assets/fund balances ........ 95,523,515 34 115,248,096
Form 990 (2013)
Form 990 (2013)
Page 12
Part XI
Reconcilliation of Net Assets
Check if Schedule O contains a response or note to any line in this Part XI ..............
1
Total revenue (must equal Part VIII, column (A), line 12) ............
1
30,793,997
2
Total expenses (must equal Part IX, column (A), line 25) ............
2
14,952,117
3
Revenue less expenses. Subtract line 2 from line 1 ..............
3
15,841,880
4
Net assets or fund balances at beginning of year (must equal Part X, line 33, column (A)) ..
4
68,743,559
5
Net unrealized gains (losses) on investments ...............
5
1,321,926
6
Donated services and use of facilities .................
6
 
7
Investment expenses .....................
7
 
8
Prior period adjustments .....................
8
 
9
Other changes in net assets or fund balances (explain in Schedule O) ........
9
 
10
Net assets or fund balances at end of year. Combine lines 3 through 9 (must equal Part X, line 33, column (B))
10
85,907,365
Part XII
Financial Statements and Reporting
Check if Schedule O contains a response or note to any line in this Part XII .............
Yes
No
1
Accounting method used to prepare the Form 990:  
If the organization changed its method of accounting from a prior year or checked "Other," explain in
Schedule O.
2a
Were the organization’s financial statements compiled or reviewed by an independent accountant?
2a
 
No
If ‘Yes,’ check a box below to indicate whether the financial statements for the year were compiled or reviewed on a separate basis, consolidated basis, or both:
b
Were the organization’s financial statements audited by an independent accountant?
2b
Yes
 
If ‘Yes,’ check a box below to indicate whether the financial statements for the year were audited on a separate basis, consolidated basis, or both:
c
If "Yes," to line 2a or 2b, does the organization have a committee that assumes responsibility for oversight of the audit, review, or compilation of its financial statements and selection of an independent accountant?
2c
Yes
 
If the organization changed either its oversight process or selection process during the tax year, explain in Schedule O.
3a
As a result of a federal award, was the organization required to undergo an audit or audits as set forth in the Single Audit Act and OMB Circular A-133?
3a
 
No
b
If "Yes," did the organization undergo the required audit or audits? If the organization did not undergo the required audit or audits, explain why in Schedule O and describe any steps taken to undergo such audits.
3b
 
 
Form 990 (2013)
Form 990, Special Condition Description:
Special Condition Description
Additional Data


Software ID: 13000170
Software Version: 2013v4.0
SCHEDULE A
(Form 990 or 990EZ)

Department of the Treasury
Internal Revenue Service
Public Charity Status and Public Support
Complete if the organization is a section 501(c)(3) organization or a section 4947(a)(1) nonexempt charitable trust.
right arrow Attach to Form 990 or Form 990-EZ. right arrow See separate instructions.
right arrow Information about Schedule A (Form 990 or 990-EZ) and its instructions is at www.irs.gov/form990.
OMB No. 1545-0047
2013
Open to Public
Inspection
Name of the organization
Houston Jewish Community Foundation
 
Employer identification number

76-0187329
Part I
Reason for Public Charity Status (All organizations must complete this part.) See instructions.
The organization is not a private foundation because it is: (For lines 1 through 11, check only one box.)
1
2
3
4
5
section 170(b)(1)(A)(iv). (Complete Part II.)
6
7
8
9
receipts from activities related to its exempt functions—subject to certain exceptions, and (2) no more than 331/3% of
its support from gross investment income and unrelated business taxable income (less section 511 tax) from businesses
acquired by the organization after June 30, 1975. See section 509(a)(2). (Complete Part III.)
10
11
e
f
g
(i) A person who directly or indirectly controls, either alone or together with persons described in (ii)
Yes
No
and (iii) below, the governing body of the supported organization? ................
11g(i)
 
 
(ii) A family member of a person described in (i) above? ......................
11g(ii)
 
 
(iii) A 35% controlled entity of a person described in (i) or (ii) above? ................
11g(iii)
 
 
h
Provide the following information about the supported organization(s).
(i) Name of supported organization (ii) EIN (iii) Type of organization (described on lines 1- 9 above or IRC section (see instructions)) (iv) Is the organization in col. (i) listed in your governing document? (v) Did you notify the organization in col. (i) of your support? (vi) Is the organization in col. (i) organized in the U.S.? (vii) Amount of monetary support
Yes No Yes No Yes No
Total  

For Paperwork Reduction Act Notice, see the Instructions for Form 990 or 990EZ.
Cat. No. 11285F
Schedule A (Form 990 or 990-EZ) 2013
Schedule A (Form 990 or 990-EZ) 2013
Page 2
Part II
Support Schedule for Organizations Described in Sections 170(b)(1)(A)(iv) and 170(b)(1)(A)(vi)
(Complete only if you checked the box on line 5, 7, or 8 of Part I or if the organization failed to qualify under Part III. If the organization fails to qualify under the tests listed below, please complete Part III.)
Section A. Public Support
Calendar year (or fiscal year beginning in) right arrow (a) 2009 (b) 2010 (c) 2011 (d) 2012 (e) 2013 (f) Total
1 Gifts, grants, contributions, and membership fees received. (Do not include any "unusual grants.") .... 8,687,778 14,524,147 11,187,602 22,699,166 24,493,149 81,591,842
2 Tax revenues levied for the organization's benefit and either paid to or expended on its behalf.......           0
3 The value of services or facilities furnished by a governmental unit to the organization without charge..           0
4 Total. Add lines 1 through 3 8,687,778 14,524,147 11,187,602 22,699,166 24,493,149 81,591,842
5 The portion of total contributions by each person (other than a governmental unit or publicly supported organization) included on line 1 that exceeds 2% of the amount shown on line 11, column (f).. 34,914,761
6 Public support. Subtract line 5 from line 4. 46,677,081
Section B. Total Support
Calendar year (or fiscal year beginning in) right arrow (a) 2009 (b) 2010 (c) 2011 (d) 2012 (e) 2013 (f) Total
7 Amounts from line 4.. 8,687,778 14,524,147 11,187,602 22,699,166 24,493,149 81,591,842
8 Gross income from interest, dividends, payments received on securities loans, rents, royalties and income from similar sources... 481,247 1,536,721 1,353,497 1,435,883 2,156,336 6,963,684
9 Net income from unrelated business activities, whether or not the business is regularly carried on.. 226,167 109,620 130,437 109,626 39,422 615,272
10 Other income. Do not include gain or loss from the sale of capital assets (Explain in Part IV.).. 160,734 156,061 90,459 201,734 88,262 697,250
11 Total support (Add lines 7 through 10). 89,868,048
12
12
991,282
13
First five years. If the Form 990 is for the organization's first, second, third, fourth, or fifth tax year as a 501(c)(3) organization, check this box and stop here.................................................right arrow
Section C. Computation of Public Support Percentage
14
14
51.940 %
15
15
52.510 %
16a
b
17a
b
18
Private foundation. If the organization did not check a box on line 13, 16a, 16b, 17a, or 17b, check this box and see
instructions ..................................................... right arrow
Schedule A (Form 990 or 990-EZ) 2013
Schedule A (Form 990 or 990-EZ) 2013
Page 3
Part III
Support Schedule for Organizations Described in Section 509(a)(2)
(Complete only if you checked the box on line 9 of Part I or if the organization failed to qualify under Part II. If the organization fails to qualify under the tests listed below, please complete Part II.)
Section A. Public Support
Calendar year (or fiscal year beginning in) right arrow (a) 2009 (b) 2010 (c) 2011 (d) 2012 (e) 2013 (f) Total
1 Gifts, grants, contributions, and membership fees received. (Do not include any "unusual grants.") .            
2 Gross receipts from admissions, merchandise sold or services performed, or facilities furnished in any activity that is related to the organization's tax-exempt purpose......            
3 Gross receipts from activities that are not an unrelated trade or business under section 513..            
4 Tax revenues levied for the organization's benefit and either paid to or expended on its behalf...            
5 The value of services or facilities furnished by a governmental unit to the organization without charge..            
6 Total. Add lines 1 through 5.            
7a Amounts included on lines 1, 2, and 3 received from disqualified persons...            
b Amounts included on lines 2 and 3 received from other than disqualified persons that exceed the greater of $5,000 or 1% of the amount on line 13 for the year.            
c Add lines 7a and 7b..            
8 Public support (Subtract line 7c from line 6.)  
Section B. Total Support
Calendar year (or fiscal year beginning in) right arrow (a) 2009 (b) 2010 (c) 2011 (d) 2012 (e) 2013 (f) Total
9 Amounts from line 6...            
10a Gross income from interest, dividends, payments received on securities loans, rents, royalties and income from similar sources..            
b Unrelated business taxable income (less section 511 taxes) from businesses acquired after June 30, 1975.            
c Add lines 10a and 10b.            
11 Net income from unrelated business activities not included in line 10b, whether or not the business is regularly carried on.            
12 Other income. Do not include gain or loss from the sale of capital assets (Explain in Part IV.) ..            
13 Total support. (Add lines 9, 10c, 11, and 12.)..            
14
Section C. Computation of Public Support Percentage
15
15
 
16
16
 
Section D. Computation of Investment Income Percentage
17
17
 
18
18
 
19a
b
20
Schedule A (Form 990 or 990-EZ) 2013
Schedule A (Form 990 or 990-EZ) 2013
Page 4
Part IV
Supplemental Information. Provide the explanations required by Part II, line 10; Part II, line 17a or 17b; and Part III, line 12. Also complete this part for any additional information. (See instructions).
Facts And Circumstances Test
 
Explanation
 
 
 
 
Schedule A (Form 990 or 990-EZ) 2013

Additional Data


Software ID: 13000170
Software Version: 2013v4.0
Schedule B
(Form 990, 990-EZ,
or 990-PF)
Department of the Treasury
Internal Revenue Service
Schedule of Contributors
Arrow Bullet Attach to Form 990, 990-EZ, or 990-PF.
Arrow Bullet Information about Schedule B (Form 990, 990-EZ, or 990-PF) and its instructions is at www.irs.gov/form990.
OMB No. 1545-0047
2013
Name of the organization
Houston Jewish Community Foundation
 
Employer identification number

76-0187329
Organization type (check one):
Filers of:
Section:
Form 990 or 990-EZ





Form 990-PF




Check if your organization is covered by the General Rule or a Special Rule.  
Note. Only a section 501(c)(7), (8), or (10) organization can check boxes for both the General Rule and a Special Rule. See instructions.
General Rule
Special Rules
......................... Arrow Bullet $  
Caution. An organization that is not covered by the General Rule and/or the Special Rules does not file Schedule B (Form 990,
990-EZ, or 990-PF), but it must answer “No” on Part IV, line 2, of its Form 990; or check the box on line H of its
Form 990-EZ or on its Form 990PF, Part I, line 2, to certify that it does not meet the filing requirements of Schedule B (Form 990,
990-EZ, or 990-PF).
For Paperwork Reduction Act Notice, see the Instructions
for Form 990, 990-EZ, or 990-PF.
Cat. No. 30613XSchedule B (Form 990, 990-EZ, or 990-PF) (2013)

Schedule B (Form 990, 990-EZ, or 990-PF) (2013)
Page 2
Name of organization
Houston Jewish Community Foundation
  		Employer identification number

76-0187329
Part I
Contributors (see instructions). Use duplicate copies of Part I if additional space is needed.
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
RESTRICTED
RESTRICTED
 

   
RESTRICTED
RESTRICTED
RESTRICTED, RESTRICTEDRESTRICTED

$RESTRICTED


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
 
 
 

   
 
 

$  


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
 
 
 

   
 
 

$  


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
 
 
 

   
 
 

$  


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
 
 
 

   
 
 

$  


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
 
 
 

   
 
 

$  


(Complete Part II for noncash contributions.)
Schedule B (Form 990, 990-EZ, or 990-PF) (2013)

Schedule B (Form 990, 990-EZ, or 990-PF) (2013)
Page 3
Name of organization
Houston Jewish Community Foundation
  		Employer identification number

76-0187329
Part II
Noncash Property (see instructions). Use duplicate copies of Part II if additional space is needed.
(a) No.
from
Part I		 (b)
Description of noncash property given		 (c)
FMV (or estimate)
(see instructions) 		(d)
Date received
 
$    
(a) No.
from
Part I		 (b)
Description of noncash property given		 (c)
FMV (or estimate)
(see instructions) 		(d)
Date received
 
$    
(a) No.
from
Part I		 (b)
Description of noncash property given		 (c)
FMV (or estimate)
(see instructions) 		(d)
Date received
 
$    
(a) No.
from
Part I		 (b)
Description of noncash property given		 (c)
FMV (or estimate)
(see instructions) 		(d)
Date received
 
$    
(a) No.
from
Part I		 (b)
Description of noncash property given		 (c)
FMV (or estimate)
(see instructions) 		(d)
Date received
 
$    
(a) No.
from
Part I		 (b)
Description of noncash property given		 (c)
FMV (or estimate)
(see instructions) 		(d)
Date received
 
$    
Schedule B (Form 990, 990-EZ, or 990-PF) (2013)

Schedule B (Form 990, 990-EZ, or 990-PF) (2013)
Page 4
Name of organization
Houston Jewish Community Foundation
  		Employer identification number

76-0187329
Part III
Exclusively religious, charitable, etc., individual contributions to section 501(c)(7), (8), or (10) organizations
that total more than $1,000 for the year. Complete columns (a) through (e) and the following line entry.
For organizations completing Part III, enter the total of exclusively religious, charitable, etc.,
contributions of $1,000 or less for the year. (Enter this information once. See instructions.) Arrow Bullet$  
Use duplicate copies of Part III if additional space is needed.
(a) No.
from
Part I		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
 
(e) Transfer of gift
Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
 
 
     
 
(a) No.
from
Part I		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
 
(e) Transfer of gift
Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
 
 
     
 
(a) No.
from
Part I		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
 
(e) Transfer of gift
Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
 
 
     
 
(a) No.
from
Part I		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
 
(e) Transfer of gift
Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
 
 
     
 
Schedule B (Form 990, 990-EZ, or 990-PF) (2013)

Additional Data


Software ID: 13000170
Software Version: 2013v4.0
SCHEDULE D
(Form 990)
Department of the Treasury
Internal Revenue Service
Supplemental Financial Statements
SchDMd Bullet Complete if the organization answered "Yes," to Form 990,
Part IV, line 6, 7, 8, 9, 10, 11a, 11b, 11c, 11d, 11e, 11f, 12a, or 12b
SchDMd Bullet Attach to Form 990. SchDMd Bullet See separate instructions. SchDMd Bullet Information about Schedule D (Form 990) and its instructions is at www.irs.gov/form990.
OMB No. 1545-0047
2013
Open to Public Inspection
Name of the organization
Houston Jewish Community Foundation
 
Employer identification number

76-0187329
Part I
Organizations Maintaining Donor Advised Funds or Other Similar Funds or Accounts. Complete if the organization answered "Yes" to Form 990, Part IV, line 6.
(a) Donor advised funds (b) Funds and other accounts
1 Total number at end of year ......... 271  
2 Aggregate contributions to (during year) ... 22,688,631  
3 Aggregate grants from (during year) ..... 12,711,931  
4 Aggregate value at end of year ........ 67,955,426  
5
Did the organization inform all donors and donor advisors in writing that the assets held in donor advised
funds are the organization's property, subject to the organization's exclusive legal control? ............
6
Did the organization inform all grantees, donors, and donor advisors in writing that grant funds can be
used only for charitable purposes and not for the benefit of the donor or donor advisor, or for any other purpose conferring impermissible private benefit? ...................................
Part II
Conservation Easements. Complete if the organization answered "Yes" to Form 990, Part IV, line 7.
1
Purpose(s) of conservation easements held by the organization (check all that apply).
2
Complete lines 2a through 2d if the organization held a qualified conservation contribution in the form of a conservation easement on the last day of the tax year.
Held at the End of the Year
a Total number of conservation easements ....................... 2a  
b Total acreage restricted by conservation easements .................. 2b  
c Number of conservation easements on a certified historic structure included in (a) ..... 2c  
d Number of conservation easements included in (c) acquired after 8/17/06, and not on a historic structure listed in the National Register .................... 2d  
3
Number of conservation easements modified, transferred, released, extinguished, or terminated by the organization during
the tax year SchDMd Bullet  
4
Number of states where property subject to conservation easement is located SchDMd Bullet  
5
Does the organization have a written policy regarding the periodic monitoring, inspection, handling of violations, and
enforcement of the conservation easements it holds? .............................
6
Staff and volunteer hours devoted to monitoring, inspecting, and enforcing conservation easements during the year
SchDMd Bullet  
7
Amount of expenses incurred in monitoring, inspecting, and enforcing conservation easements during the year
SchDMd Bullet $  
8
Does each conservation easement reported on line 2(d) above satisfy the requirements of section 170(h)(4)(B)(i) and section 170(h)(4)(B)(ii)? .......................................
9
In Part XIII, describe how the organization reports conservation easements in its revenue and expense statement, and
balance sheet, and include, if applicable, the text of the footnote to the organization’s financial statements that describes
the organization’s accounting for conservation easements.
Part III
Organizations Maintaining Collections of Art, Historical Treasures, or Other Similar Assets.
Complete if the organization answered "Yes" to Form 990, Part IV, line 8.
1a
If the organization elected, as permitted under SFAS 116 (ASC 958), not to report in its revenue statement and balance sheet works of art, historical treasures, or other similar assets held for public exhibition, education, or research in furtherance of public service, provide, in Part XIII, the text of the footnote to its financial statements that describes these items.
b
If the organization elected, as permitted under SFAS 116 (ASC 958), to report in its revenue statement and balance sheet works of art, historical treasures, or other similar assets held for public exhibition, education, or research in furtherance of public service, provide the following amounts relating to these items:
(i)
Revenues included in Form 990, Part VIII, line 1 ........................SchDMd Bullet $  
(ii)
Assets included in Form 990, Part X ..............................SchDMd Bullet $  
2
If the organization received or held works of art, historical treasures, or other similar assets for financial gain, provide the
following amounts required to be reported under SFAS 116 (ASC 958) relating to these items:
a
Revenues included in Form 990, Part VIII, line 1 ..........................SchDMd Bullet $  
b
Assets included in Form 990, Part X ...............................SchDMd Bullet $  
For Paperwork Reduction Act Notice, see the Instructions for Form 990.
Cat. No. 52283D
Schedule D (Form 990) 2013

Schedule D (Form 990) 2013
Page 2
Part III
Organizations Maintaining Collections of Art, Historical Treasures, or Other Similar Assets (continued)
3
Using the organization’s acquisition, accession, and other records, check any of the following that are a significant use of its collection items (check all that apply):
a
d
b
e
 
c
4
Provide a description of the organization’s collections and explain how they further the organization’s exempt purpose in
Part XIII.
5
During the year, did the organization solicit or receive donations of art, historical treasures or other similar
assets to be sold to raise funds rather than to be maintained as part of the organization’s collection?........
Part IV
Escrow and Custodial Arrangements. Complete if the organization answered "Yes" to Form 990,
Part IV, line 9, or reported an amount on Form 990, Part X, line 21.
1a
Is the organization an agent, trustee, custodian or other intermediary for contributions or other assets not
included on Form 990, Part X? ....................................
b
If "Yes," explain the arrangement in Part XIII and complete the following table:
Amount
c Beginning balance ................................. 1c  
d Additions during the year .............................. 1d  
e Distributions during the year ............................. 1e  
f Ending balance ................................... 1f  
2a
Did the organization include an amount on Form 990, Part X, line 21? .....................
b
If "Yes," explain the arrangement in Part XIII. Check here if the explanation has been provided in Part XIII ........
Part V
Endowment Funds. Complete if the organization answered "Yes" to Form 990, Part IV, line 10.
(a)Current year (b)Prior year b (c)Two years back (d)Three years back (e)Four years back
1a Beginning of year balance .... 71,600,679 59,756,402 53,265,141 46,398,040 45,974,975
b Contributions ........ 30,142,415 22,915,157 14,214,730 14,692,544 8,877,003
c Net investment earnings, gains, and losses 7,722,241 4,784,906 2,996,814 3,133,035 3,006,782
d Grants or scholarships ..... 14,048,250 15,006,699 9,978,428 10,230,061 10,723,266
e Other expenditures for facilities
and programs ........ 		18,027 17,759 70,031 67,617 29,332
f Administrative expenses .... 934,920 831,328 671,824 660,800 708,122
g End of year balance ...... 94,464,138 71,600,679 59,756,402 53,265,141 46,398,040
2
Provide the estimated percentage of the current year end balance (line 1g, column (a)) held as:
a
Board designated or quasi-endowment SchDMd Bullet97.100 %
b
Permanent endowment SchDMd Bullet2.250 %
c
Temporarily restricted endowment SchDMd Bullet0.650 %
The percentages in lines 2a, 2b, and 2c should equal 100%.
3a
Are there endowment funds not in the possession of the organization that are held and administered for the
organization by:

Yes
No
(i) unrelated organizations ........................
3a(i)
 
No
(ii) related organizations ........................
3a(ii)
Yes
 
b
If "Yes" to 3a(ii), are the related organizations listed as required on Schedule R? .........
3b
Yes
 
4
Describe in Part XIII the intended uses of the organization's endowment funds.
Part VI
Land, Buildings, and Equipment. Complete if the organization answered 'Yes' to Form 990, Part IV, line 11a. See Form 990, Part X, line 10.
Description of property (a) Cost or other basis (investment) (b)Cost or other basis (other) (c) Accumulated depreciation (d) Book value
1a Land .................      
b Buildings ................        
c Leasehold improvements ............        
d Equipment ................   26,749 26,749  
e Other .................        
Total. Add lines 1a through 1e. (Column (d) must equal Form 990, Part X, column (B), line 10(c).).......SchDMdBullet  
Schedule D (Form 990) 2013

Schedule D (Form 990) 2013
Page 3
Part VII
Investments—Other Securities. Complete if the organization answered 'Yes' to Form 990, Part IV, line 11b. See Form 990, Part X, line 12.
(a) Description of security or category
(including name of security)		 (b)Book value (c) Method of valuation:
Cost or end-of-year market value
(1)Financial derivatives    
(2)Closely-held equity interests    
Other








Total. (Column (b) must equal Form 990, Part X, col. (B) line 12.)Small Bullet 14,434,807
Part VIII
Investments—Program Related. Complete if the organization answered 'Yes' to Form 990, Part IV, line 11c. See Form 990, Part X, line 13.
(a) Description of investment (b) Book value (c) Method of valuation:
Cost or end-of-year market value








Total. (Column (b) must equal Form 990, Part X, col.(B) line 13.)Small Bullet  
Part IX
Other Assets. Complete if the organization answered 'Yes' to Form 990, Part IV, line 11d. See Form 990, Part X, line 15.
(a) Description (b) Book value








Total. (Column (b) must equal Form 990, Part X, col.(B) line 15.)...........Small Bullet  
Part X
Other Liabilities. Complete if the organization answered 'Yes' to Form 990, Part IV, line 11e or 11f. See Form 990, Part X, line 25.
1.(a) Description of liability (b) Book value
Federal income taxes  
Due to affiliate 58,072








Total. (Column (b) must equal Form 990, Part X, col.(B) line 25.)Small Bullet 58,072
2. Liability for uncertain tax positions In Part XIII, provide the text of the footnote to the organization's financial statements that reports the organization's liability for uncertain tax positions under FIN 48 (ASC 740). Check here if the text of the footnote has been provided in Part XIII ..................................................
Schedule D (Form 990) 2013

Schedule D (Form 990) 2013
Page 4
Part XI Reconciliation of Revenue per Audited Financial Statements With Revenue per Return Complete if the organization answered 'Yes' to Form 990, Part IV, line 12a.
1 Total revenue, gains, and other support per audited financial statements ....... 1  
2 Amounts included on line 1 but not on Form 990, Part VIII, line 12:
a Net unrealized gains on investments .......... 2a  
b Donated services and use of facilities ......... 2b  
c Recoveries of prior year grants ........... 2c  
d Other (Describe in Part XIII.) ............ 2d  
e Add lines 2a through 2d ..................... 2e  
3 Subtract line 2e from line 1..................... 3  
4 Amounts included on Form 990, Part VIII, line 12, but not on line 1:
a Investment expenses not included on Form 990, Part VIII, line 7b . 4a  
b Other (Describe in Part XIII.) ........... 4b  
c Add lines 4a and 4b....................... 4c  
5 Total revenue. Add lines 3 and 4c. (This must equal Form 990, Part I, line 12.) ...... 5  
Part XII Reconciliation of Expenses per Audited Financial Statements With Expenses per Return. Complete if the organization answered 'Yes' to Form 990, Part IV, line 12a.
1 Total expenses and losses per audited financial statements ........... 1  
2 Amounts included on line 1 but not on Form 990, Part IX, line 25:
a Donated services and use of facilities .......... 2a  
b Prior year adjustments .............. 2b  
c Other losses ................ 2c  
d Other (Describe in Part XIII.) ............ 2d  
e Add lines 2a through 2d...................... 2e  
3 Subtract line 2e from line 1..................... 3  
4 Amounts included on Form 990, Part IX, line 25, but not on line 1:
a Investment expenses not included on Form 990, Part VIII, line 7b .. 4a  
b Other (Describe in Part XIII.) ............ 4b  
c Add lines 4a and 4b....................... 4c  
5 Total expenses. Add lines 3 and 4c. (This must equal Form 990, Part I, line 18.) ...... 5  
Part XIII
Supplemental Information
Provide the descriptions required for Part II, lines 3, 5, and 9; Part III, lines 1a and 4; Part lV, lines 1b and 2b;
Part V, line 4; Part X, line 2; Part XI, lines 2d and 4b; and Part XII, lines 2d and 4b. Also complete this part to provide any additional information.
Return Reference Explanation
Part IV, Line 2b: Explanation of escrow account liability Funds held for others include amounts held on behalf of other charitable organizations which are combined with the Foundation's investments to create a pool of investments for the purpose of administrative and investing convenience.
Part V, Line 4: Intended uses of the endowment fund. The Houston Jewish Community Foundation holds funds to support the mission of the Jewish Federation of Greater Houston to preserve and enrich Jewish communal life through innovative and visionary leadership that is responsive and responsible to Jewish communities locally, nationally, in Israel, and around the world.
Schedule D (Form 990) 2013

Additional Data


Software ID: 13000170
Software Version: 2013v4.0




SCHEDULE F(Form 990)
Department of the Treasury
Internal Revenue Service
Statement of Activities Outside the United States
Right pointing arrow large image Complete if the organization answered "Yes" to Form 990,Part IV, line 14b, 15, or 16.Right pointing arrow large image Attach to Form 990. Right pointing arrow large image See separate instructions.Right pointing arrow large image Information about Schedule F (Form 990) and its instructions is at www.irs.gov/form990.
OMB No. 1545-0047
2013
Open to Public Inspection
Name of the organization
Houston Jewish Community Foundation
 
Employer identification number

76-0187329
Part I
General Information on Activities Outside the United States. Complete if the organization answered "Yes" to Form 990, Part IV, line 14b.
1
For grantmakers.Does the organization maintain records to substantiate the amount of its grants and
other assistance, the grantees’ eligibility for the grants or assistance, and the selection criteria used
to award the grants or assistance? ...............................
2
For grantmakers. Describe in Part V the organization’s procedures for monitoring the use of its grants and other assistance outside the United States.
3
Activites per Region. (The following Part I, line 3 table can be duplicated if additional space is needed.)
(a) Region (b) Number of offices in the region (c) Number of employees, agents, and independent contractors in region (d) Activities conducted in region (by type) (e.g., fundraising, program services, investments, grants to recipients located in the region) (e) If activity listed in (d) is a program service, describe specific type of
service(s) in region		 (f) Total expenditures
for and investments
in region
Middle East / N. Africa 0 0 Investment   1,224,280
Caribbean/Central America 0 0 Investment   4,841,135
           
           
           
           
           
           
           
           
           
           
           
           
           
           
           
3a Sub-total .....     6,065,415
b Total from continuation sheets to Part I ...      
c Totals (add lines 3a and 3b)     6,065,415
For Paperwork Reduction Act Notice, see the Instructions for Form 990.Cat. No. 50082W Schedule F (Form 990) 2013
Schedule F (Form 990) 2013
Page 2
Part II
Grants and Other Assistance to Organizations or Entities Outside the United States. Complete if the organization answered "Yes" to Form 990, Part IV, line 15, for any recipient who received more than $5,000. Part II can be duplicated if additional space is needed.
1 (a) Name of organization (b) IRS code section
and EIN (if applicable)		 (c) Region (d) Purpose of
grant 		(e) Amount of
cash grant 		(f) Manner of
cash
disbursement 		(g) Amount
of non-cash
assistance 		(h) Description
of non-cash
assistance 		(i) Method of
valuation
(book, FMV,
appraisal, other)
             
             
             
             
             
             
             
             
             
             
             
             
             
             
             
             
2 Enter total number of recipient organizations listed above that are recognized as charities by the foreign country, recognized as tax-exempt by the IRS, or for which the grantee or counsel has provided a section 501(c)(3) equivalency letter ....MediumBullet
 
3
Enter total number of other organizations or entities .......................MediumBullet
 
Schedule F (Form 990) 2013
Schedule F (Form 990) 2013Page 3
Part III
Grants and Other Assistance to Individuals Outside the United States. Complete if the organization answered "Yes" to Form 990, Part IV, line 16.
Part III can be duplicated if additional space is needed.
(a) Type of grant or assistance (b) Region (c) Number of recipients (d) Amount of
cash grant 		(e) Manner of cash
disbursement 		(f) Amount of
non-cash
assistance 		(g) Description
of non-cash
assistance 		(h) Method of
valuation
(book, FMV,
appraisal, other)
               
               
               
               
               
               
               
               
               
               
               
               
               
               
               
               
               
               
Schedule F (Form 990) 2013
Schedule F (Form 990) 2013
Page 4
Part IV
Foreign Forms
1 Was the organization a U.S. transferor of property to a foreign corporation during the tax year? If "Yes,"the organization may be required to file Form 926, Return by a U.S. Transferor of Property to a Foreign Corporation (see Instructions for Form 926)......................................
2 Did the organization have an interest in a foreign trust during the tax year? If "Yes," the organization may be required to file Form 3520, Annual Return to Report Transactions with Foreign Trusts and Receipt of Certain Foreign Gifts, and/or Form 3520-A, Annual Information Return of Foreign Trust With a U.S. Owner (see Instructions for Forms 3520 and 3520-A).......................................
3 Did the organization have an ownership interest in a foreign corporation during the tax year? If "Yes," the organization may be required to file Form 5471, Information Return of U.S. Persons with Respect to Certain Foreign Corporations. (see Instructions for Form 5471)..............................
4 Was the organization a direct or indirect shareholder of a passive foreign investment company or a qualified electing fund during the tax year? If “Yes,” the organization may be required to file Form 8621, Information Return by a Shareholder of a Passive Foreign Investment Company or Qualified Electing Fund. (see Instructions for Form 8621)...............................................
5 Did the organization have an ownership interest in a foreign partnership during the tax year? If "Yes," the organization may be required to file Form 8865, Return of U.S. Persons with Respect to Certain Foreign Partnerships. (see Instructions for Form 8865)....................................
6 Did the organization have any operations in or related to any boycotting countries during the tax year? If "Yes," the organization may be required to file Form 5713, International Boycott Report (see Instructions for Form 5713)................................................
Schedule F (Form 990) 2013
Schedule F (Form 990) 2013
Page 5
Part V
Supplemental Information
Provide the information required by Part I, line 2 (monitoring of funds); Part I, line 3, column (f) (accounting method; amounts of investments vs. expenditures per region); Part II, line 1 (accounting method); Part III (accounting method); and Part III, column (c) (estimated number of recipients), as applicable. Also complete this part to provide any additional information (see instructions).
ReturnReference Explanation
   
   
   
   
   
   
   
   
   
   
   
   
   
   
   
   
   
   
   
   
   
   
Schedule F (Form 990) 2013
Additional Data


Software ID: 13000170
Software Version: 2013v4.0



Schedule I
(Form 990)
Department of the Treasury
Internal Revenue Service
Grants and Other Assistance to Organizations,
Governments and Individuals in the United States
Complete if the organization answered "Yes," to Form 990, Part IV, line 21 or 22.
lBullet Attach to Form 990
lBullet Information about Schedule I (Form 990) and its instructions is at www.irs.gov/form990.
OMB No. 1545-0047
2013
Open to Public
Inspection
Name of the organization
Houston Jewish Community Foundation
 
Employer identification number
76-0187329
Part I
General Information on Grants and Assistance
1
Does the organization maintain records to substantiate the amount of the grants or assistance, the grantees' eligibility for the grants or assistance, and
the selection criteria used to award the grants or assistance? ....................................
2
Describe in Part IV the organization's procedures for monitoring the use of grant funds in the United States.
Part II
Grants and Other Assistance to Governments and Organizations in the United States. Complete if the organization answered "Yes" to
Form 990, Part IV, line 21, for any recipient that received more than $5,000. Part II can be duplicated if additional space is needed.
(a) Name and address of organization
or government		 (b) EIN (c) IRC Code section
if applicable		 (d) Amount of cash grant (e) Amount of non-cash
assistance		 (f) Method of valuation
(book, FMV, appraisal,
other)		 (g) Description of
non-cash assistance		 (h) Purpose of grant
or assistance
(1) Aishel House Inc
1955 University Blvd
Houston,TX77030 		20-1225881 501(c)(3) 138,620 0     General Support
(2) Alley Theatre
615 Texas Avenue
Houston,TX77002 		74-1143076 501(c)(3) 30,650 0     General Support
(3) Amer Friends of Leket Israel
PO Box 2090
Teaneck,NJ07666 		20-8202424 501(c)(3) 6,000 0     General support
(4) Amer Friends of Yad Eliezer
1102 E 26th St
Brooklyn,NY11210 		11-3459952 501(c)(3) 5,475 0     "Feed A Baby" Program
(5) American Assoc Ben Gurion
24 Greenway Plaza 550
Houston,TX77046 		23-7270753 501(c)(3) 88,631 0     General support
(6) American Jewish Committee
165 East 56th Street
New York,NY10022 		13-5563393 501(c)(3) 42,995 0     2014 Annual Support
(7) American Jewish Joint Dist
711 Third Ave 9th Floor
New York,NY10017 		13-1656634 501(c)(3) 145,800 0     General and Disaster Relief Support
(8) American Red Cross-Hou Ch
PO Box 201014
Houston,TX77216 		74-1109757 501(c)(3) 6,250 0     Typhoon Aid
(9) American Society - Technion
55 East 59th Street 14th Fl
New York,NY10026 		13-0434195 501(c)(3) 107,509 0     General Support
(10) Anti-Defamation League-HC
4635 SW Freeway Ste 400
Houston,TX77027 		13-1818723 501(c)(3) 48,550 0     General Support
(11) Baylor College of Medicine
One Baylor Plaza
Houston,TX77030 		74-1613878 501(c)(3) 6,300 0     General Support
(12) Bellaire Jewish Center
12 Bellaire Triangle Arc
Bellaire,TX77401 		27-3461984 501(c)(3) 12,580 0     General Support
(13) Beth Yeshurun Day School
4525 Beechnut
Houston,TX77096 		80-0165161 501(c)(3) 12,750 0     2014 Annual Giving
(14) Boulder Jewish Community
PO Box 18983
Boulder,CO80308 		84-1322996 501(c)(3) 9,500 0     General Support
(15) Bright Beginnings
730 Colorado Blvd Ste 202
Denver,CO80206 		84-1382420 501(c)(3) 7,000 0     General Support
(16) Buffalo Bayou Partnership
1113 Vine St 215
Houston,TX77002 		76-0183954 501(c)(3) 11,450 0     General Support
(17) Camp Young Judaea
5410 Bellaire Blvd Suite 207
Bellaire,TX77401 		74-6063430 501(c)(3) 10,600 0     Scholarship Fund
(18) Central Fund of Israel
980 Ave of the Americas Fl 3
New York,NY10018 		13-2992985 501(c)(3) 10,000 0     General Support
(19) Childrens Medical Center Fdn
4900 Mueller Blvd
Austin,TX78723 		20-0468031 501(c)(3) 51,000 0     General Support
(20) Childrens Museum Inc
1500 Binz St
Houston,TX77004 		74-2178563 501(c)(3) 251,000 0     General Support
(21) Citizen Generation
2525 Wallingwood Dr 214
Austin,TX78746 		45-5584043 501(c)(3) 7,500 0     Annual Support
(22) Com Jewish Philanthropies
126 High Street
Boston,MA02110 		04-2103559 501(c)(3) 86,026 0     General Support
(23) Comm in Schools Houston
1235 North Loop West 300
Houston,TX77008 		76-0031827 501(c)(3) 6,000 0     Back to School Program support
(24) Cong Anshei Briarwood
19 Briarwood Lane
Suffern,NY10901 		20-3706823 501(c)(3) 11,000 0     General Support
(25) Cong Beth Shalom Woodlands
5125 Shadowbend Pl
The Woodlands,TX77381 		76-0030790 501(c)(3) 16,000 0     Annual Support
(26) Congregation Beth Israel
5600 N Braeswood Blvd
Houston,TX77096 		74-1143080 501(c)(3) 635,281 0     General Support
(27) Congregation Beth Rambam
11333 Braesridge
Houston,TX77071 		76-0021736 501(c)(3) 13,200 0     Annual Support
(28) Congregation Beth Yeshurun
4525 Beechnut
Houston,TX77096 		74-1222268 501(c)(3) 147,641 0     General Support
(29) Congregation Brith Shalom
4610 Bellaire Blvd
Bellaire,TX77401 		74-6019559 501(c)(3) 179,456 0     Annual support
(30) Congregation Emanu El
1500 Sunset Blvd
Houston,TX77005 		74-1109756 501(c)(3) 108,967 0     Annual Support
(31) Congregation Har Hashem
3950 Baseline Road
Boulder,CO80303 		84-0698922 501(c)(3) 9,075 0     General Support
(32) Congregation Or Shalom
835 Darby-Paoli Road
Berwyn,PA19312 		23-1972036 501(c)(3) 5,545 0     Annual Support
(33) Dallas Foundation
3963 Maple Ave
Dallas,TX75219 		75-2890371 501(c)(3) 7,000 0     General Support
(34) Dress for Success Hous
3310 Eastside
Houston,TX77098 		76-0579697 501(c)(3) 5,407 0     Annual Support
(35) ER Jewish Comm Cntr
5601 S Braeswood Blvd
Houston,TX77096 		74-1198298 501(c)(3) 43,252 0     General support
(36) ER Jewish Comm Cntr
5603 S Braeswood
Houston,TX77096 		74-1198298 501(c)(3) 7,200 0     Merfish Teen Center
(37) Emancipet
7010 Easy Wind Dr 260
Austin,TX78752 		74-2913624 501(c)(3) 6,500 0     General Support
(38) Emery Weiner Cntr-Jewish Ed
9825 Stella Link
Houston,TX77025 		74-1990541 501(c)(3) 903,768 0     General Support
(39) Ex-Students Assn of UT
PO Box 7278
Austin,TX78713 		74-1109640 501(c)(3) 10,300 0     Support Texas Exes
(40) Foundation EON
11458 Sweetwater
Scottsdale,AZ85259 		46-0880339 501(c)(3) 10,000 0     Annual Support
(41) Friends of IDF Texas Chapter
PO Box 22245
Houston,TX77227 		13-3156445 501(c)(3) 39,816 0     General Support
(42) Friends of the Israel Defense
1430 Broadway 13th Floor
New York,NY10018 		13-3156445 501(c)(3) 8,000 0     General Support
(43) Friends of Yemin Orde
4340 East-West Hwy 202
Bethesda,MD20814 		22-3090463 501(c)(3) 6,500 0     General Support
(44) Girls Who Code
28 W 23rd St 4th Fl
New York,NY10010 		30-0728021 501(c)(3) 10,000 0     Education Support
(45) Goodwill Industries
1140 West Loop North
Houston,TX77055 		74-1285095 501(c)(3) 25,000 0     Power of Work Campaign
(46) Hadassah - Womens Zion Org HC
4654 Beechnut
Houston,TX77096 		13-1656651 501(c)(3) 38,603 0     General Support
(47) Hadassah-Womens Zion Org Amer
50 W 58th St
New York,NY10101 		13-1656651 501(c)(3) 16,524 0     General Support
(48) Hand in Hand-Amer Friends
PO Box 80102
Portland,OR97280 		93-1269590 501(c)(3) 58,290 0     General Support
(49) Harold Grinspoon Foundation
67 Hunt St Ste 100
Agawam,MA01001 		04-6685725 501(c)(3) 30,958 0     Annual Subscriptions
(50) Hartley Film Foundation
49 Richmondville Ave 204
Westport,CT06880 		06-0950982 501(c)(3) 10,000 0     General support
(51) Harvard College Fund
124 Mount Auburn St
Cambridge,MA02138 		04-2103580 501(c)(3) 10,000 0     Women & Public Policy Program
(52) Headwaters Fdn for Justice
2801 21st Ave S 132-B
Minneapolis,MN55407 		36-3359386 501(c)(3) 10,000 0     Annual Support
(53) Hebrew Union College
3101 Clifton Ave 3rd Fl
Cincinnati,OH45220 		31-0537067 501(c)(3) 7,680 0     School of Sacred Music Cantor Pgrm
(54) Hebrew Union College-Skirball
3077 University Ave
Los Angeles,CA90007 		31-0537067 501(c)(3) 9,931 0     General Support
(55) Hillel Found of Grtr Houston
1700 Bissonnet St
Houston,TX77005 		76-0556636 501(c)(3) 17,280 0     General support
(56) Hillel-Schusterman International
800 Eighth Street NW
Washington,DC20001 		52-1844823 501(c)(3) 5,500 0     General Support
(57) Holocaust Museum Houston
5401 Caroline Street
Houston,TX77004 		76-0331398 501(c)(3) 143,515 0     Annual Support
(58) Honest Reporting Com Inc
10024 Skokie Blvd Ste 202
Skokie,IL60077 		06-1611859 501(c)(3) 15,500 0     General support
(59) Hou Cong for Reform Judaism
801 Bering Drive
Houston,TX77057 		74-1457948 501(c)(3) 23,450 0     Annual support
(60) Houston Area Womens Center
1010 Waugh Drive
Houston,TX77019 		74-2029166 501(c)(3) 7,616 0     General support
(61) Houston Ballet Foundation
601 Preston
Houston,TX77002 		74-1394920 501(c)(3) 12,200 0     General Support
(62) Houston Baptist University
7502 Fondren Rd
Houston,TX77074 		74-1400699 501(c)(3) 7,500 0     Scholarship Support
(63) Houston Center for Literacy
2401 Portsmouth 230
Houston,TX77098 		76-0151362 501(c)(3) 13,000 0     General support
(64) Houston Food Bank
535 Portwall St
Houston,TX77029 		74-2181456 501(c)(3) 114,983 0     General support
(65) Houston Jewish Family Fdn
4131 South Braeswood Blvd
Houston,TX77025 		76-0240622 501(c)(3) 143,966 0     General Support
(66) Houston Parks Board
300 N Post Oak Ln
Houston,TX77024 		74-1860046 501(c)(3) 7,500 0     General Support
(67) Houston Symphony Society
615 Louisiana Suite 102
Houston,TX77002 		74-1157373 501(c)(3) 7,500 0     General support
(68) Institute for Heb Christ Stdy
4747 Research Forest 180-330
The Woodlands,TX77380 		46-0496069 501(c)(3) 7,000 0     General Support
(69) Interfaith Ministries Gr Hou
3303 Main St
Houston,TX77002 		74-1488102 501(c)(3) 33,350 0     General Support
(70) Internatl Society Yad Vashem
500 Fifth Ave
New York,NY10110 		13-3106766 501(c)(3) 25,000 0     General Support
(71) Irvin M Shlenker School
5600 N Braeswood Blvd
Houston,TX77096 		76-0686559 501(c)(3) 20,600 0     General Support
(72) Israel Childrens Centers
3275 WHillsboro Blvd Ste102
Deerfield Beach,FL33442 		13-2961273 501(c)(3) 45,982 0     Israel Tennis Academy
(73) James A Baker Inst for Public
PO Box 1892
Houston,TX77251 		74-1109620 501(c)(3) 9,886 0     General Support
(74) Jewish Childrens Regional Sv
PO Box 7368
Metairie,LA70010 		72-0408936 501(c)(3) 24,000 0     General Support
(75) Jewish Comm Assn of Austin
7300 Hart Ln
Austin,TX78731 		74-1469465 501(c)(3) 167,240 0     General Support
(76) Jewish Community Fdn Metrowest
901 Route 10 East
Whippany,NJ07981 		22-1714130 501(c)(3) 60,218 0     General Support
(77) Jewish Family Service
4131 S Braeswood
Houston,TX77025 		74-1152607 501(c)(3) 960,902 0     General Support
(78) Jewish Fed of Gr Philadelphia
2100 Arch St
Philadelphia,PA19103 		23-1500085 501(c)(3) 57,800 0     Annual Campaign
(79) Jewish Fed of Grtr Houston
5603 S Braeswood Blvd
Houston,TX77096 		74-1109654 501(c)(3) 194,729 0     General Support
(80) Jewish Fed of Grtr Houston
5603 S Braeswood Blvd
Houston,TX77096 		74-1109654 501(c)(3) 2,324,460 0     Annual Campaign
(81) Jewish Inst for Nat Sec Affairs
1307 New York Ave NW 200
Washington,DC20005 		52-1233683 501(c)(3) 12,000 0     General support
(82) Jewish Outreach Institute
1270 Broadway Ste 609
New York,NY10117 		42-1317696 501(c)(3) 30,000 0     Big Tent Judaism support
(83) Judaism & Democracy AA - NA
364 W 117th St 4C
New York,NY10026 		13-4072492 501(c)(3) 100,000 0     Education/Program/Disability Svs
(84) Juvenile Diabetes Research Fd
2425 Fountainview Ste 280
Houston,TX77057 		23-1907729 501(c)(3) 13,100 0     General Support
(85) Kinkaid School
201 Kinkaid School Drive
Houston,TX77024 		76-0295523 501(c)(3) 38,933 0     Annual Support
(86) KIPP Inc
10711 Kipp Way
Houston,TX77099 		13-3875888 501(c)(3) 9,050 0     General support
(87) Landmark School
429 Hale st
Prides Crossing,MA01965 		04-2429311 501(c)(3) 250,000 0     Endowment Fund
(88) Latin American Youth Center
1419 Columbia Rd NW
Washington,DC20009 		52-1023074 501(c)(3) 5,180 0     General Support
(89) Leo Baeck Education Center Found
3555 Timmons Suite 1440
Houston,TX77027 		76-0205816 501(c)(3) 100,000 0     New KIPP School
(90) Make-A-Wish Fdn of the TGC
1604 Bissonnet
Houston,TX77005 		76-0116615 501(c)(3) 5,907 0     General support
(91) Media Line Ltd
1325 Ave of the Americas 27th
New York,NY10019 		52-2276084 501(c)(3) 6,000 0     General support
(92) Memorial Hermann Foundation
929 Gessner Suite 2650
Houston,TX77024 		74-1653640 501(c)(3) 107,750 0     General Support
(93) Mental Health America
2211 Norfolk Suite 810
Houston,TX77098 		74-1272394 501(c)(3) 106,000 0     Sch of Behavior Science
(94) Mickey Leland Kibbutzim Inter
1400 Post Oak Blvd 500
Houston,TX77056 		74-2119190 501(c)(3) 62,600 0     General support
(95) Military Religious Freedom dn
13170-B Central Ave SE Suite 25
Albuquerque,NM87123 		20-3967302 501(c)(3) 12,000 0     General Support
(96) Nachal Novea Mekor Chochma
28 Jackson St
New York,NY10002 		23-7101064 501(c)(3) 25,000 0     General Support
(97) Natl Apartment Assn Ed Inst
4300 Wilson Blvd
Arlington,VA22203 		52-1508111 501(c)(3) 10,000 0     General Support
(98) Natl Gallery of Art
2000B S Club Dr
Landover,MD20785 		53-6001666 501(c)(3) 15,000 0     General Support
(99) Natl Multiple Sclerosis Soc
8111 North Stadium Dr 100
Houston,TX77054 		74-1266225 501(c)(3) 8,300 0     General Support
(100) New Energy Economy
343 E Alameda St
Santa Fe,NM87505 		20-2845513 501(c)(3) 10,000 0     Support Clean Energy
(101) New Israel Fund
2100 M Street NW 619
Washington,DC20037 		94-2607722 501(c)(3) 18,680 0     General support
(102) New Orleans Hillel Foundation
912 Broadway
New Orleans,LA70118 		72-6031116 501(c)(3) 11,130 0     Annual Support
(103) New York University
726 Broadway 2nd Floor 238
New York,NY10003 		13-5562308 501(c)(3) 5,250 0     General Support
(104) PEF Israel End Funds
317 Madison Avenue 607
New York,NY10017 		13-6104086 501(c)(3) 23,000 0     General Support
(105) Planned Parenthood Gulf Coast
4600 Gulf Freeway
Houston,TX77023 		74-1100163 501(c)(3) 56,233 0     General support
(106) Planned Parenthood-TX Region
201 E Ben White Blvd Bldg B
Austin,TX78704 		74-1005756 501(c)(3) 15,200 0     General Support
(107) Reasoning Mind Inc
2000 Bering Drive Suite 300
Houston,TX77057 		76-0662298 501(c)(3) 300,000 0     Support research/development
(108) Robert M Beren Academy
11333 Cliffwood Dr
Houston,TX77035 		74-1652136 501(c)(3) 252,110 0     General support
(109) Ronald McDonald House Houston
1907 Holcombe Blvd
Houston,TX77030 		74-1984499 501(c)(3) 5,407 0     Annual Support
(110) Service of Emergency Aid Res
2505 Fannin
Houston,TX77002 		76-0260403 501(c)(3) 19,805 0     General Support
(111) Seven Acres Jewish Sen Care
6200 N Braeswood Blvd
Houston,TX77074 		74-1143086 501(c)(3) 348,211 0     General Support
(112) Sisters of St Mary of Namur
909 W Shaw St
Fort Worth,TX76110 		75-1432681 501(c)(3) 6,000 0     Refugee Assistance Support
(113) St Johns School
2401 Claremont Ln
Houston,TX77019 		74-1185668 501(c)(3) 6,750 0     Support for Annual Fund
(114) St Stephens Episcopal School
6500 St Stephens Dr
Austin,TX78746 		74-1109670 501(c)(3) 60,000 0     General Support
(115) Temple Beth Shalom-Aus
7300 Hart Lane
Austin,TX78731 		74-2956899 501(c)(3) 6,250 0     The Ark Building Support
(116) Temple Beth Torah
320 Shallow Dr
Humble,TX77338 		76-0078675 501(c)(3) 7,000 0     General support
(117) Temple Emanuel
4300 N C Street
McAllen,TX78504 		74-1494560 501(c)(3) 5,740 0     Annual Support
(118) Temple Sinai
13875 Brimhurst Dr
Houston,TX77077 		74-2130257 501(c)(3) 11,452 0     General Support
(119) Texas Appleseed
1609 Shoal Creek 201
Austin,TX78701 		74-2804268 501(c)(3) 5,500 0     General Support
(120) Texas Childrens Hospital
1919 S Braeswood 5th Floor
Houston,TX77030 		74-1100555 501(c)(3) 640,200 0     General Support
(121) Texas Freedom Network Edu Fd
PO Box 1624
Austin,TX78767 		74-2788317 501(c)(3) 15,400 0     Support Fundraising Campaign
(122) Texas Friends of Chabad-Lubav
10900 Fondren
Houston,TX77096 		23-7278350 501(c)(3) 9,480 0     General Support
(123) Texas Heart Institute
PO Box 20345
Houston,TX77225 		74-6053200 501(c)(3) 5,500 0     General support
(124) Texas Hillel
2105 San Antonio Street
Austin,TX78705 		52-1758802 501(c)(3) 48,840 0     General support
(125) Texas Southern Univ Fdn
3100 Cleburne St
Houston,TX77004 		74-1620415 501(c)(3) 20,000 0     General Support
(126) Texas Tribune
823 Congress Ave 210
Austin,TX78701 		26-4527097 501(c)(3) 5,200 0     General support
(127) The Gladney Center
6300 John Ryan Dr
Ft Worth,TX76132 		75-0917409 501(c)(3) 600,000 0     Endowment for adoption center
(128) The River Perf & Vis Arts Ctr
800 Bagby Ste 200
Houston,TX77002 		76-0533929 501(c)(3) 5,407 0     General Support
(129) Tides Center
PO Box 29198
San Francisco,CA94129 		94-3213100 501(c)(3) 9,000 0     Shalom Bayit Project Support
(130) TIKVA
8 Henderson Drive
West Caldwell,NJ07006 		22-3779212 501(c)(3) 24,000 0     General support
(131) Toolbank USA Inc
654 Bonaventure Ave NE
Atlanta,GA30316 		90-0386790 501(c)(3) 10,000 0     General Support
(132) Topeka Rescue Mission
600 N Kansas Ave
Topeka,KS66608 		48-0688068 501(c)(3) 10,000 0     Capital Campaign Support
(133) TORCH
10101 Fondren 515
Houston,TX77096 		74-2887729 501(c)(3) 17,900 0     General support
(134) Tricinium Limited
191 Washington St
Keene,NH03431 		04-3030550 501(c)(3) 21,000 0     General Support
(135) Tuskegee University
603 Washington St
Tuskegee Instit,AL36088 		63-0288878 501(c)(3) 125,000 0     Veterinary School Renovations
(136) Union for Reform Judaism
1192 Smith Lane PO Box 1468
Bruceville,TX76630 		13-1663143 501(c)(3) 10,650 0     General Support
(137) United Jewish Appeal Aspen
PO Box 8590
Aspen,CO81612 		37-1418235 501(c)(3) 10,040 0     Annual Support
(138) United Orthodox Synagogues
9001 Greenwillow
Houston,TX77096 		45-0519502 501(c)(3) 21,248 0     Annual support
(139) United Way of Houston
PO Box 3247
Houston,TX77253 		74-1167964 501(c)(3) 75,000 0     General Support
(140) University of Houston
400 E Cullen Building
Houston,TX77204 		74-6001399 501(c)(3) 64,930 0     General Support
(141) University of Texas at Austin
PO Box 7458
Austin,TX78713 		74-6000203 501(c)(3) 14,550 0     General Support
(142) University of Texas System
210 W 6th St Ste 1200
Austin,TX78701 		74-6000203 501(c)(3) 18,700 0     General Support
(143) US Holocaust Memorial Museum
PO Box 90988
Washington,DC20090 		52-1309391 501(c)(3) 55,450 0     General Support
(144) UT Health Science Center
PO Box 1321
Houston,TX77251 		74-1761309 501(c)(3) 146,084 0     General support
(145) UT Law School Foundation
727 E Dean Keeton Street
Austin,TX78705 		74-6056794 501(c)(3) 16,600 0     General Support
(146) UT MD Anderson Hospital
PO Box 4486
Houston,TX77210 		74-6000203 501(c)(3) 326,200 0     General Support
(147) UT Pan American Foundation
1201 W University Dr
Edinburg,TX78539 		74-2246970 501(c)(3) 250,000 0     Professorships Endowment
(148) Vannie E Cook Cancer Fdn
101 W Expressway 82
McAllen,TX78503 		23-7175760 501(c)(3) 10,000 0     Annual Fundraising Support
(149) Wellesley College
106 Central St
Wellesley,MA02481 		04-2103637 501(c)(3) 5,600 0     General Support
(150) William J Clinton Foundation
1200 President Clinton Ave
Little Rock,AR72207 		31-1580204 501(c)(3) 10,000 0     General Support
(151) Wm Marsh Rice University
PO Box 1892
Houston,TX77251 		74-1109620 501(c)(3) 303,350 0     General support
(152) Women Donors Network
565 Commercial St 300
San Francisco,CA94111 		05-0542397 501(c)(3) 32,500 0     General support
(153) Women of Reform Judaism
633 Third Avenue
New York,NY10017 		13-1663143 501(c)(3) 6,000 0     Centennial support
(154) Yad Yisroel Inc
1070 38th St
Brooklyn,NY11219 		11-3150521 501(c)(3) 12,500 0     General Support
(155) Yes Preparatory School
6201 Bonhomme Ste 168-N
Houston,TX77036 		76-0563835 501(c)(3) 250,000 0     Innovation Fund Support
(156) Young Israel of Houston
7823 Ludington
Houston,TX77071 		76-0194623 501(c)(3) 6,343 0     General Support
2
Enter total number of section 501(c)(3) and government organizations listed in the line 1 table ................ Bullet Image
156
3
Enter total number of other organizations listed in the line 1 table ........................ . Bullet Image
0
For Paperwork Reduction Act Notice, see the Instructions for Form 990.
Cat. No. 50055P
Schedule I (Form 990) 2013

Schedule I (Form 990) 2013
Page 2
Part III
Grants and Other Assistance to Individuals in the United States. Complete if the organization answered "Yes" to Form 990, Part IV, line 22.
Part III can be duplicated if additional space is needed.
(a)Type of grant or assistance (b)Number of
recipients		 (c)Amount of
cash grant		 (d)Amount of
non-cash assistance		 (e)Method of valuation (book,
FMV, appraisal, other)		 (f)Description of non-cash assistance
(1) Scholarships 3 29,820      
(2) Religious expenses 1 1,110      
(3) Legal expenses 3 8,114      
(4) Camp Scholarship expenses 1 2,300      






Part IV
Supplemental Information. Provide the information required in Part I, line 2, Part III, column (b), and any other additional information.
Return Reference Explanation
Grantmaker's Description of How Grants are Used The Houston Jewish Community Foundation processes grant recommendations from component donor advised funds, as well as a minimal number of grants for community needs to Jewish community agencies through a grants and allocations process. The Foundation requires that all eligible grantees are recognized as public charitable organizations as described in Section 501(c)(3) of the Internal Revenue Code and that no benefits or services are received and no pledges satisfied in return for such grants. There is no additional monitoring once grants have been issued.
Schedule I (Form 990) 2013


Additional Data


Software ID: 13000170
Software Version: 2013v4.0


Schedule J
(Form 990)
Department of the Treasury
Internal Revenue Service
Compensation Information
For certain Officers, Directors, Trustees, Key Employees, and Highest
Compensated Employees
SchJMediumBullet Complete if the organization answered "Yes" to Form 990, Part IV, line 23.
SchJMediumBullet Attach to Form 990. SchJMediumBullet See separate instructions.
SchJMediumBullet Information about Schedule J (Form 990) and its instructions is at www.irs.gov/form990.
OMB No. 1545-0047
2013
Open to Public Inspection
Name of the organization
Houston Jewish Community Foundation
 
Employer identification number

76-0187329
Part I
Questions Regarding Compensation
Yes
No
1a
Check the appropiate box(es) if the organization provided any of the following to or for a person listed in Form
990, Part VII, Section A, line 1a. Complete Part III to provide any relevant information regarding these items.
b
If any of the boxes in line 1a are checked, did the organization follow a written policy regarding payment or reimbursement or provision of all of the expenses described above? If "No," complete Part III to explain....
1b
 
 
2
Did the organization require substantiation prior to reimbursing or allowing expenses incurred by all
directors, trustees, officers, including the CEO/Executive Director, regarding the items checked in line 1a? ..
2
 
 
3
Indicate which, if any, of the following the filing organization used to establish the compensation of the
organization's CEO/Executive Director. Check all that apply. Do not check any boxes for methods
used by a related organization to establish compensation of the CEO/Executive Director, but explain in Part III.
4
During the year, did any person listed in Form 990, Part VII, Section A, line 1a with respect to the filing organization or a related organization:
a
Receive a severance payment or change-of-control payment? ................
4a
 
No
b
Participate in, or receive payment from, a supplemental nonqualified retirement plan? .........
4b
Yes
 
c
Participate in, or receive payment from, an equity-based compensation arrangement? .........
4c
 
No
If "Yes" to any of lines 4a-c, list the persons and provide the applicable amounts for each item in Part III.
Only 501(c)(3) and 501(c)(4) organizations only must complete lines 5-9.
5
For persons listed in Form 990, Part VII, Section A, line 1a, did the organization pay or accrue any
compensation contingent on the revenues of:
a
The organization? ...........................
5a
 
No
b
Any related organization? .........................
5b
 
No
If "Yes," to line 5a or 5b, describe in Part III.
6
For persons listed in Form 990, Part VII, Section A, line 1a, did the organization pay or accrue any
compensation contingent on the net earnings of:
a
The organization? ...........................
6a
 
No
b
Any related organization? .........................
6b
 
No
If "Yes," to line 6a or 6b, describe in Part III.
7
For persons listed in Form 990, Part VII, Section A, line 1a, did the organization provide any non-fixed
payments not described in lines 5 and 6? If "Yes," describe in Part III ............
7
 
No
8
Were any amounts reported in Form 990, Part VII, paid or accured pursuant to a contract that was
subject to the initial contract exception described in Regulations section 53.4958-4(a)(3)? If "Yes," describe
in Part III .............................
8
 
No
9
If "Yes" to line 8, did the organization also follow the rebuttable presumption procedure described in Regulations section 53.4958-6(c)? .........................
9
 
No
For Paperwork Reduction Act Notice, see the Instructions for Form 990.
Cat. No. 50053T
Schedule J (Form 990) 2013

Schedule J (Form 990) 2013
Page 2
Part II
Officers, Directors, Trustees, Key Employees, and Highest Compensated Employees. Use duplicate copies if additional space is needed.
For each individual whose compensation must be reported in Schedule J, report compensation from the organization on row (i) and from related organizations, described in the
instructions, on row (ii). Do not list any individuals that are not listed on Form 990, Part VII.
Note. The sum of columns (B)(i)-(iii) for each listed individual must equal the total amount of Form 990, Part VII, Section A, line 1a, applicable column (D) and (E) amounts for that individual.
(A) Name and Title (B) Breakdown of W-2 and/or 1099-MISC compensation (C) Retirement and other deferred compensation (D) Nontaxable
benefits		 (E) Total of columns
(B)(i)-(D) 		(F) Compensation
reported as deferred
in prior Form 990
(i) Base compensation (ii) Bonus & incentive compensation (iii) Other reportable compensation
(1)Lee WunschPresident & CEO (i)
(ii)		  
275,448 		 
  		 
18,979 		 
46,862 		 
22,337 		 
363,626 		 
 
(2)Mary Ward-HeckselSr. VP/CFO (i)
(ii)		  
141,556 		 
  		 
  		 
9,315 		 
10,927 		 
161,798 		 
 
(3)Suzanne JacobsonSr. VP Develop (i)
(ii)		  
140,455 		 
  		 
  		 
9,347 		 
11,411 		 
161,213 		 
 
Schedule J (Form 990) 2013

Schedule J (Form 990) 2013
Page 3
Part III
Supplemental Information
Provide the information, explanation, or descriptions required for Part I, lines 1a, 1b, 3, 4a, 4b, 4c, 5a, 5b, 6a, 6b, 7, and 8, and for Part II.
Also complete this part for any additional information.
Return Reference Explanation
Schedule J (Form 990) 2013

Additional Data


Software ID: 13000170
Software Version: 2013v4.0
SCHEDULE M
(Form 990)

Department of the Treasury
Internal Revenue Service
Noncash Contributions
Right pointing arrow large imageComplete if the organizations answered "Yes" on Form 990, Part IV, lines 29 or 30.
Right pointing arrow large image Attach to Form 990.
Right pointing arrow large imageInformation about Schedule M (Form 990) and its instructions is at www.irs.gov/form990.
OMB No. 1545-0047
2013
Open to Public Inspection
Name of the organization
Houston Jewish Community Foundation
 
Employer identification number

76-0187329
Part I
Types of Property
(a)
Check if applicable 		(b)
Number of contributions or items contributed 		(c)
Noncash contribution amounts reported on
Form 990, Part VIII, line 1g 		(d)
Method of determining
noncash contribution amounts
1 Art—Works of art ....        
2 Art—Historical treasures .        
3 Art—Fractional interests ..        
4 Books and publications ..      
5 Clothing and household
goods ....... 		     
6 Cars and other vehicles ..        
7 Boats and planes ....        
8 Intellectual property ...        
9 Securities—Publicly traded . X 63 5,722,651 Value date rec
10 Securities—Closely held stock .        
11 Securities—Partnership, LLC,
or trust interests .... 		X 2 11,929,410 Sales proceeds
12 Securities—Miscellaneous ..        
13 Qualified conservation
contribution—Historic
structures ..... 		       
14 Qualified conservation
contribution—Other ... 		       
15 Real estate—Residential .        
16 Real estate—Commercial ..        
17 Real estate—Other ...        
18 Collectibles .....        
19 Food inventory ...        
20 Drugs and medical supplies .        
21 Taxidermy ......        
22 Historical artifacts ....        
23 Scientific specimens ..        
24 Archeological artifacts ...        
25 Other Right pointing arrow large image ( )
26 Other Right pointing arrow large image( )
27 Other Right pointing arrow large image( )
28 Other Right pointing arrow large image ( )
29
Number of Forms 8283 received by the organization during the tax year for contributions
for which the organization completed Form 8283, Part IV, Donee Acknowledgement ...
29
 
Yes
No
30a
During the year, did the organization receive by contribution any property reported in Part I, lines 1 through 28, that
it must hold for at least three years from the date of the initial contribution, and which is not required to be used
for exempt purposes for the entire holding period? ..................
30a
 
No
b
If "Yes," describe the arrangement in Part II.
31
Does the organization have a gift acceptance policy that requires the review of any non-standard contributions?
31
Yes
 
32a
Does the organization hire or use third parties or related organizations to solicit, process, or sell noncash
contributions? ..........................
32a
Yes
 
b
If "Yes," describe in Part II.
33
If the organization did not report an amount in column (c) for a type of property for which column (a) is checked,
describe in Part II.
For Paperwork Reduction Act Notice, see the Instructions for Form 990.
Cat. No. 51227J
Schedule M (Form 990) (2013)
Schedule M (Form 990) (2013)
Page 2
Part II
Supplemental Information. Provide the information required by Part I, lines 30b,
32b, and 33, and whether the organization is reporting in Part I, column (b), the number of contributions, the number of items received, or a combination of both. Also complete this part for any additional information.
Return Reference Explanation
Part I, Line 32, Hire and Use of Third Parties When a gift requires special expertise (such as in years past when real estate was received with the expectation that it would be sold quickly), outside help will be hired for that specific transaction.
Schedule M (Form 990) (2013)
Additional Data


Software ID: 13000170
Software Version: 2013v4.0
SCHEDULE O
(Form 990 or 990-EZ)

Department of the Treasury
Internal Revenue Service
Supplemental Information to Form 990 or 990-EZ

Complete to provide information for responses to specific questions on
Form 990 or to provide any additional information.
MediumBullet Attach to Form 990 or 990-EZ.
MediumBullet Information about Schedule O (Form 990 or 990-EZ) and its instructions is at
www.irs.gov/form990.
OMB No. 1545-0047
2013
Open to Public
Inspection
Name of the organization
Houston Jewish Community Foundation
 
Employer identification number

76-0187329
Return Reference Explanation
Client Note 1 Client Note 1 - Controlled Foreign Partnership Reporting- For the year 2013, the taxpayer qualifies as a Category 1 filer through constructive ownership of the following controlled foreign partnership:Freedman Real Estate, S DE RL DE CVAcueducto 610 Col El LechugalSanta Catarina Nuevo Leon, 66376 Mexico- Under the multiple Category 1 filers exception, Form 8865 for the above foreign partnership will be filed on behalf of the taxpayer by Freedman Group, LP, which has or will satisfy the taxpayers' filing requirement for 2013.- Entity filing Form 8865 for the foreign partnership: Freedman Group, LPEIN 76-06703203131 Eastside, Suite 120Houston, TX 77098Filed in Ogden, UT- For the year 2013, the taxpayer qualifies as a Category 1 filer through constructive ownership of the following controlled foreign partnership:Comercial Norteamericana, S DE RL DE CVAcueducto 610 Col El LechugalSanta Catarina Nuevo Leon, 66376 Mexico- Under the multiple Category 1 filers exception, Form 8865 for the above foreign partnership will be filed on behalf of the taxpayer by Freedman Group, LP, which has or will satisfy the taxpayers' filing requirement for 2013.- Entity filing Form 8865 for the foreign partnership: Freedman Group, LPEIN 76-06703203131 Eastside, Suite 120Houston, TX 77098Filed in Ogden, UT
Form 990, Part VI, Line 2: Description of Business or Family Relationship of Officers, Directors, Et Lauren Kaufman Blachman and Stephen Kaufman have a family relationship. Milton Frankfort and Richard Stein have a business relationship. Ben Rosenberg and Joel Spira have a business relationship.
Form 990, Part VI, Line 6: Explanation of Classes of Members or Shareholder The Jewish Federation of Greater Houston is the sole member of the Houston Jewish Community Foundation.
Form 990, Part VI, Line 11b: Form 990 Review Process The CFO of the Jewish Federation of Greater Houston reviews the tax return. A copy is made available to all board members on the Foundation's website prior to filing.
Form 990, Part VI, Line 12c: Explanation of Monitoring and Enforcement of Conflicts A Conflict of Interest Statement is distributed to Board members every year and several follow ups are made. If there are conflicts of interest, they are addressed with the Foundation's Executive Director and the Chair of Foundation Board. If appropriate, the conflict is brought before the Board.
Form 990, Part VI, Line 15a: Compensation Review & Approval Process - CEO, Top Management The Personnel Sub-Committee of the Jewish Federation of Greater Houston consisting of the Chairman of the Federation's Board, Chairman of the Budget and Finance Committee and the Chairman of the Personnel Committee is responsible for determining the compensation of the organization's Executive Director. Her compensation is determined after a review of comparable data of non-profit sister agencies of similar size.
Form 990, Part VI, Line 19: Other Organization Documents Publicly Available These documents are available upon request.
For Paperwork Reduction Act Notice, see the Instructions for Form 990 or 990-EZ.
Cat. No. 51056K
Schedule O (Form 990 or 990-EZ) 2013

Additional Data


Software ID: 13000170
Software Version: 2013v4.0
SCHEDULE R
(Form 990)
Department of the Treasury
Internal Revenue Service
Related Organizations and Unrelated Partnerships
MediumBulletComplete if the organization answered "Yes" on Form 990, Part IV, line 33, 34, 35b, 36, or 37.
MediumBulletAttach to Form 990. MediumBullet See separate instructions.
MediumBullet Information about Schedule R (Form 990) and its instructions is at www.irs.gov/form990.

OMB No. 1545-0047
2013
Open to Public Inspection
Name of the organization
Houston Jewish Community Foundation
 
Employer identification number

76-0187329
Part I
Identification of Disregarded Entities Complete if the organization answered "Yes" on Form 990, Part IV, line 33.
(a)
Name, address, and EIN (if applicable) of disregarded entity


(b)
Primary activity


 		(c)
Legal domicile (state
or foreign country)

 		(d)
Total income


 		(e)
End-of-year assets


 		(f)
Direct controlling
entity
(1) BGS Investments LLC
5603 S Braeswood
Houston,TX77096
32-0205951 		Investment TX   539 Houston Jewish Community Foundation
 
(2) A L Gee Investments LLC
5603 S Braeswood
Houston,TX77096
32-0205951 		Investment TX   539 Houston Jewish Community Foundation
 
(3) BLR-FSW Holdings
5603 S Braeswood
Houston,TX77096
26-1668336 		Investment TX 1,192 1,483,544 Houston Jewish Community Foundation
 






Part II
Identification of Related Tax-Exempt Organizations Complete if the organization answered "Yes" on Form 990, Part IV, line 34 because it had one or more related tax-exempt organizations during the tax year.
(a)
Name, address, and EIN of related organization


(b)
Primary activity


 		(c)
Legal domicile (state
or foreign country)

 		(d)
Exempt Code section


 		(e)
Public charity status
(if section 501(c)(3))

 		(f)
Direct controlling
entity

 		(g)
Section 512(b)(13) controlled entity?
Yes No
(1) Jewish Federation of Gr Houston

5603 S Braeswood Blvd

Houston,TX77096
74-1109654 		Preserve and enrich Jewish communal life TX 501(c)(3) 509(a)(1) N/A
 
No
(2) Donald & Martha Kaplan Freedman Fd

5603 S Braeswood Blvd

Houston,TX77096
45-5449056 		Support the Houston Jewish Community Fd TX 501(c)(3) 509(a)(3) I Houston Jewish Community Foundation
 
Yes
 
(3) The Becker Family Foundation

5603 S Braeswood Blvd

Houston,TX77096
76-0560995 		Support the Jewish Federation of Gr. Hou TX 501(c)(3) 509(a)(3) I Jewish Federation of Greater Houston
 
 
No
(4) Alan F & Diane R Levin Family Fd

5603 S Braeswood Blvd

Houston,TX77096
76-0613294 		Support the Jewish Federation of Gr. Hou TX 501(c)(3) 509(a)(3) I Jewish Federation of Greater Houston
 
 
No
(5) Mary L and William J Osher Fd

5603 S Braeswood Blvd

Houston,TX77096
20-5094518 		Support the Jewish Federation of Gr. Hou TX 501(c)(3) 509(a)(3) I Jewish Federation of Greater Houston
 
 
No
(6) The Rauch Foundation

5603 S Braeswood Blvd

Houston,TX77096
76-0300344 		Support the Jewish Federation of Gr. Hou TX 501(c)(3) 509(a)(3) I Jewish Federation of Greater Houston
 
 
No
(7) The Samuels Foundation

5603 S Braeswood Blvd

Houston,TX77096
76-0187329 		Support the Jewish Federation of Gr. Hou TX 501(c)(3) 509(a)(3) I Jewish Federation of Greater Houston
 
 
No
For Paperwork Reduction Act Notice, see the Instructions for Form 990.
Cat. No. 50135Y
Schedule R (Form 990) 2013
Schedule R (Form 990) 2013
Page 2
Part III
Identification of Related Organizations Taxable as a Partnership Complete if the organization answered "Yes" on Form 990, Part IV, line 34 because it had one or more related organizations treated as a partnership during the tax year.
(a)
Name, address, and EIN of
related organization



 		(b)
Primary activity




 		(c)
Legal
domicile
(state or foreign
country)


 		(d)
Direct controlling
entity



 		(e)
Predominant income(related, unrelated, excluded from tax under sections 512-514)

(f)
Share of total income




 		(g)
Share of end-of-year
assets



 		(h)
Disproprtionate allocations?




 		(i)
Code V-UBI
amount in box 20 of
Schedule K-1
(Form 1065)
 		(j)
General or
managing
partner?



 		(k)
Percentage
ownership
Yes No Yes No












Part IV
Identification of Related Organizations Taxable as a Corporation or Trust Complete if the organization answered "Yes" on Form 990, Part IV, line 34 because it had one or more related organizations treated as a corporation or trust during the tax year.
(a)
Name, address, and EIN of
related organization
 		(b)
Primary activity
 		(c)
Legal
domicile
(state or foreign
country)
 		(d)
Direct controlling
entity
 		(e)
Type of entity
(C corp, S corp,
or trust) 		(f)
Share of total income
 		(g)
Share of end-of-year
assets
 		(h)
Percentage
ownership
 		(i)
Section 512(b)(13) controlled entity?
Yes No
(1) Extremis Corporation

5603 S Braeswood Blvd
Houston,TX77096
76-0492189 		Dormant TX HJCF
  		C corp     100.000 % Yes  
(2) M & J Robinson CRAT

5603 South Braeswood Blvd
Houston,TX77096
76-6103916 		Remdr Trust TX HJCF
  		Trust         No










Schedule R (Form 990) 2013
Schedule R (Form 990) 2013
Page 3
Part V
Transactions With Related Organizations Complete if the organization answered "Yes" on Form 990, Part IV, line 34, 35b, or 36.
Note. Complete line 1 if any entity is listed in Parts II, III, or IV of this schedule.
Yes
No
1 During the tax year, did the orgranization engage in any of the following transactions with one or more related organizations listed in Parts II-IV?
a Receipt of (i) interest (ii) annuities (iii) royalties or (iv) rent from a controlled entity . . . . . . . . . . . . . . . . . . . . . . .
1a
 
No
b Gift, grant, or capital contribution to related organization(s) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
1b
Yes
 
c Gift, grant, or capital contribution from related organization(s) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
1c
Yes
 
d Loans or loan guarantees to or for related organization(s) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
1d
 
No
e Loans or loan guarantees by related organization(s) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
1e
 
No
f Dividends from related organization(s) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
1f
 
No
g Sale of assets to related organization(s) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
1g
 
No
h Purchase of assets from related organization(s) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
1h
 
No
i Exchange of assets with related organization(s) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
1i
 
No
j Lease of facilities, equipment, or other assets to related organization(s) . . . . . . . . . . . . . . . . . . . . . . . . . . . .
1j
 
No
k Lease of facilities, equipment, or other assets from related organization(s) . . . . . . . . . . . . . . . . . . . . . . . . . . .
1k
 
No
l Performance of services or membership or fundraising solicitations for related organization(s) . . . . . . . . . . . . . . . . . . . .
1l
Yes
 
m Performance of services or membership or fundraising solicitations by related organization(s) . . . . . . . . . . . . . . . . . . . .
1m
Yes
 
n Sharing of facilities, equipment, mailing lists, or other assets with related organization(s) . . . . . . . . . . . . . . . . . . . . .
1n
Yes
 
o Sharing of paid employees with related organization(s) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
1o
Yes
 
p Reimbursement paid to related organization(s) for expenses . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
1p
Yes
 
q Reimbursement paid by related organization(s) for expenses . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
1q
 
No
r Other transfer of cash or property to related organization(s) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
1r
 
No
s Other transfer of cash or property from related organization(s) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
1s
 
No
2
If the answer to any of the above is "Yes," see the instructions for information on who must complete this line, including covered relationships and transaction thresholds.
(a)
Name of related organization 		(b)
Transaction
type (a-s) 		(c)
Amount involved 		(d)
Method of determining amount involved





Schedule R (Form 990) 2013
Schedule R (Form 990) 2013
Page 4
Part VI
Unrelated Organizations Taxable as a Partnership Complete if the organization answered "Yes" on Form 990, Part IV, line 37.
Provide the following information for each entity taxed as a partnership through which the organization conducted more than five percent of its activities (measured by total assets or gross revenue) that was not a related organization. See instructions regarding exclusion for certain investment partnerships.
(a)
Name, address, and EIN of entity 		(b)
Primary activity 		(c)
Legal domicile
(state or foreign
country) 		(d)
Predominant income (related, unrelated, excluded from tax under sections 512-514)

(e)
Are all partners
section
501(c)(3)
organizations? 		(f)
Share of total income




 		(g)
Share of
end-of-year
assets 		(h)
Disproprtionate allocations? 		(i)
Code V?UBI
amount in box 20
of Schedule K-1
(Form 1065) 		(j)
General or
managing
partner? 		(k)
Percentage
ownership
Yes No Yes No Yes No






























Schedule R (Form 990) 2013
Schedule R (Form 990) 2013
Page 5
Part VII
Supplemental Information
Provide additional information for responses to questions on Schedule R (see instructions).
Return Reference Explanation
Schedule R (Form 990) 2013
Additional Data


Software ID: 13000170
Software Version: 2013v4.0