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  5. JEWISH HERITAGE FUND FOR EXCELLENCE, INC.

JEWISH HERITAGE FUND FOR EXCELLENCE, INC.

Company Details

Name: JEWISH HERITAGE FUND FOR EXCELLENCE, INC.
Legal type: Kentucky Corporation
Status: Active
Standing: Good
Profit or Non-Profit: Non-profit
File Date: 28 Sep 2005 (20 years ago)
Organization Date: 28 Sep 2005 (20 years ago)
Last Annual Report: 14 Feb 2025 (2 months ago)
Organization Number: 0622560
Industry: Miscellaneous Services
Number of Employees: Small (0-19)
ZIP code: 40202
City: Louisville
Primary County: Jefferson County
Principal Office: PNC TOWER, 101 S. 5TH STREET, SUITE 1600, LOUISVILLE, KY 40202
Place of Formation: KENTUCKY

form 5500

Plan Name Plan Year EIN/PN Received Sponsor Total number of participants
JEWISH HERITAGE FUND FOR EXCELLENCE 401(K) PLAN 2023 203805455 2024-05-21 JEWISH HERITAGE FUND FOR EXCELLENCE 6
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2014-01-01
Business code 813000
Sponsor’s telephone number 5023653209
Plan sponsor’s address 101 SOUTH 5TH STREET, SUITE 1600, LOUISVILLE, KY, 40202
JEWISH HERITAGE FUND FOR EXCELLENCE CBS BENEFIT PLAN 2023 203805455 2024-12-30 JEWISH HERITAGE FUND FOR EXCELLENCE 6
File View Page
Three-digit plan number (PN) 501
Effective date of plan 2024-01-01
Business code 624200
Sponsor’s telephone number 5023653209
Plan sponsor’s address 101 SOUTH FIFTH STREET SUITE 1600, LOUISVILLE, KY, 40202

Plan administrator’s name and address
Administrator’s EIN 846429706
Plan administrator’s name JOSEPH HSU
Plan administrator’s address 464 CHENAULT RD, FRANKFORT, KY, 40601
Administrator’s telephone number 5026954700

Signature of
Role Plan administrator
Date 2024-12-30
Name of individual signing JOSEPH HSU
Valid signature Filed with authorized/valid electronic signature
JEWISH HERITAGE FUND FOR EXCELLENCE 401(K) PLAN 2022 203805455 2023-05-22 JEWISH HERITAGE FUND FOR EXCELLENCE 6
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2014-01-01
Business code 813000
Sponsor’s telephone number 5023653209
Plan sponsor’s address 101 SOUTH 5TH STREET, SUITE 1600, LOUISVILLE, KY, 40202
JEWISH HERITAGE FUND FOR EXCELLENCE 401(K) PLAN 2021 203805455 2022-09-19 JEWISH HERITAGE FUND FOR EXCELLENCE 6
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2014-01-01
Business code 813000
Sponsor’s telephone number 5023653209
Plan sponsor’s address 101 SOUTH 5TH STREET, SUITE 1600, LOUISVILLE, KY, 40202
JEWISH HERITAGE FUND FOR EXCELLENCE 401(K) PLAN 2020 203805455 2021-07-22 JEWISH HERITAGE FUND FOR EXCELLENCE 6
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2014-01-01
Business code 813000
Sponsor’s telephone number 5023653209
Plan sponsor’s address 101 SOUTH 5TH STREET, SUITE 1600, LOUISVILLE, KY, 40202
JEWISH HERITAGE FUND FOR EXCELLENCE 401(K) PLAN 2019 203805455 2020-04-30 JEWISH HERITAGE FUND FOR EXCELLENCE 4
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2014-01-01
Business code 813000
Sponsor’s telephone number 5023653209
Plan sponsor’s address 101 SOUTH 5TH STREET, SUITE 1600, LOUISVILLE, KY, 40202
JEWISH HERITAGE FUND FOR EXCELLENCE 401(K) PLAN 2018 203805455 2019-07-19 JEWISH HERITAGE FUND FOR EXCELLENCE 4
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2014-01-01
Business code 813000
Sponsor’s telephone number 5023653209
Plan sponsor’s address 101 SOUTH 5TH STREET, SUITE 1600, LOUISVILLE, KY, 40202
JEWISH HERITAGE FUND FOR EXCELLENCE 401(K) PLAN 2017 203805455 2018-06-26 JEWISH HERITAGE FUND FOR EXCELLENCE 3
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2014-01-01
Business code 813000
Sponsor’s telephone number 5023653209
Plan sponsor’s address 101 SOUTH 5TH STREET, SUITE 1600, LOUISVILLE, KY, 40202
JEWISH HERITAGE FUND FOR EXCELLENCE 401(K) PLAN 2016 203805455 2017-09-22 JEWISH HERITAGE FUND FOR EXCELLENCE 3
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2014-01-01
Business code 813000
Sponsor’s telephone number 5023653209
Plan sponsor’s address 100 EAST LIBERTY, SUITE 300, LOUISVILLE, KY, 40202
JEWISH HERITAGE FUND FOR EXCELLENCE 401(K) PLAN 2015 203805455 2016-07-08 JEWISH HERITAGE FUND FOR EXCELLENCE 2
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2014-01-01
Business code 813000
Sponsor’s telephone number 5023653209
Plan sponsor’s address 100 EAST LIBERTY, #300, LOUISVILLE, KY, 40202
File https://efast2-filings-public.s3.amazonaws.com/prd/2015/06/05/20150605142855P030030808055001.pdf
Three-digit plan number (PN) 001
Effective date of plan 2014-01-01
Business code 813000
Sponsor’s telephone number 5023653209
Plan sponsor’s address 100 EAST LIBERTY, #300, LOUISVILLE, KY, 40202

Signature of
Role Plan administrator
Date 2015-06-05
Name of individual signing JEFF POLSON
Valid signature Filed with authorized/valid electronic signature

Director

Name Role
Gerald Temes Director
Jennifer Tuvlin Director
Nancy Martin Director
Glenn Levine Director
Sandy Hammond Director
KATHLEEN M. HADDIX Director
Ursula Mullins Director
Jackie Richardson Director
ROBERT L. SHIRCLIFF Director
MARK CARTER Director

Secretary

Name Role
William Altman Secretary

Treasurer

Name Role
Marc Chamas Treasurer

Officer

Name Role
Jennifer Tuvlin Officer
Karen Abrams Officer

Registered Agent

Name Role
JEFF POLSON Registered Agent

President

Name Role
Jeff Polson President

Incorporator

Name Role
KATHLEEN M. HADDIX Incorporator

Former Company Names

Name Action
JH PARENT, INC. Old Name
JEWISH HOSPITAL HEALTHCARE SERVICES, INC. Old Name

Assumed Names

Name Status Expiration Date
JEWISH HERITAGE FUND Active 2026-11-30
JEWISH HOSPITAL HEALTHCARE SERVICES, INC. Inactive 2022-08-28

Filings

Name File Date
Registered Agent name/address change 2025-02-14
Annual Report 2025-02-14
Registered Agent name/address change 2024-12-18
Annual Report 2024-03-06
Annual Report 2023-04-11
Registered Agent name/address change 2023-04-11
Annual Report 2022-03-07
Certificate of Assumed Name 2021-11-30
Annual Report 2021-02-12
Annual Report 2020-02-13

Tax Exempt

EIN Type of Organization Exempt Organization Status Address Ruling Date
20-3805455 Corporation Unconditional Exemption PNC TOWER 101 SOUTH 5TH S, LOUISVILLE, KY, 40202-0000 2008-01
In Care of Name % RONALD FARR
Group Exemption Number 0000
Subsection Charitable Organization, Educational Organization, Literary Organization, Organization to Prevent Cruelty to Animals, Organization to Prevent Cruelty to Children, Organization for Public Safety Testing, Religious Organization, Scientific Organization
Affiliation Independent - This code is used if the organization is an independent organization or an independent auxiliary (i.e., not affiliated with a National, Regional, or Geographic grouping of organizations).
Classification Government Instrumentality, Title-Holding Corporation, Charitable Organization, Educational Organization, Local Association of Employees, Agricultural Organization, Horticultural Organization, Board of Trade, Business League, Pleasure, Recreational, or Social Club, Fraternal Beneficiary Society, Order or Association, Voluntary Employees' Beneficiary Association (Non-Govt. Emps.), Voluntary Employees' Beneficiary Association (Govt. Emps.), Domestic Fraternal Societies and Associations, Teachers Retirement Fund Assoc., Benevolent Life Insurance Assoc., Mutual Ditch or Irrigation Co., Burial Association, Cemetery Company, Credit Union, Other Mutual Corp. or Assoc., Mutual Insurance Company or Assoc. Other Than Life or Marine, Corp. Financing Crop Operations, Supplemental Unemployment Compensation Trust or Plan, Employee Funded Pension Trust (Created Before 6/25/59), Post or Organization of War Veterans, Legal Service Organization, Black Lung Trust, Multiemployer Pension Plan, Veterans Assoc. Formed Prior to 1880, Trust Described in Sect. 4049 of ERISA, Title Holding Co. for Pensions, etc., State-Sponsored High Risk Health Insurance Organizations, State-Sponsored Workers' Compensation Reinsurance, ACA 1322 Qualified Nonprofit Health Insurance Issuers, Apostolic and Religious Org. (501(d)), Cooperative Hospital Service Organization (501(e)), Cooperative Service Organization of Operating Educational Organization (501(f)), Child Care Organization (501(k)), Charitable Risk Pool, Qualified State-Sponsored Tuition Program, 4947(a)(1) - Private Foundation (Form 990PF Filer)
Deductibility Contributions are deductible.
Foundation Organizations operated solely for the benefit of and in conjunction with organizations described in 10 through 16 above 509(a)(3)
Tax Period 2023-12
Asset 50,000,000 to greater
Income 10,000,000 to 49,999,999
Filing Requirement 990 (all other) or 990EZ return
PF Filing Requirement No 990-PF return
Accounting Period Dec
Asset Amount 288402472
Income Amount 49795898
Form 990 Revenue Amount 12178982
National Taxonomy of Exempt Entities Health Care: Nonmonetary Support N.E.C.
Sort Name -

Publication 78 Data
Description Organizations eligible to receive tax-deductible charitable contributions. Users may rely on this list in determining deductibility of their contributions.
On Publication 78 Data List Yes
Deductibility Type of organization and use of contribution: A supporting organization, unspecified type. Deductibility Limitation: 50% (60% for cash contributions)

Copies of Returns (990, 990-EZ, 990-PF, 990-T)
Organization Name JEWISH HERITAGE FUND FOR EXCELLENCE INC
EIN 20-3805455
Tax Period 202112
Filing Type E
Return Type 990
File View File
Organization Name JEWISH HERITAGE FUND FOR EXCELLENCE INC
EIN 20-3805455
Tax Period 202012
Filing Type E
Return Type 990
File View File
Organization Name JEWISH HERITAGE FUND FOR EXCELLENCE INC
EIN 20-3805455
Tax Period 201912
Filing Type E
Return Type 990
File View File
Organization Name JEWISH HERITAGE FUND FOR EXCELLENCE INC
EIN 20-3805455
Tax Period 201912
Filing Type P
Return Type 990T
File View File
Organization Name JEWISH HERITAGE FUND FOR EXCELLENCE INC
EIN 20-3805455
Tax Period 201812
Filing Type P
Return Type 990
File View File
Organization Name JEWISH HERITAGE FUND FOR EXCELLENCE INC
EIN 20-3805455
Tax Period 201812
Filing Type P
Return Type 990T
File View File
Organization Name JEWISH HERITAGE FUND FOR EXCELLENCE INC
EIN 20-3805455
Tax Period 201712
Filing Type P
Return Type 990
File View File
Organization Name JEWISH HERITAGE FUND FOR EXCELLENCE INC
EIN 20-3805455
Tax Period 201612
Filing Type P
Return Type 990
File View File
Organization Name JEWISH HERITAGE FUND FOR EXCELLENCE INC
EIN 20-3805455
Tax Period 201512
Filing Type P
Return Type 990
File View File

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Related by address

PNC TOWER, 101 S. 5TH STREET, SUITE 1600, LOUISVILLE, KY 40202

JEWISH HERITAGE MITZVAH FUND, INC. Standard Club Land LLC

Sources: Kentucky Secretary of State

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