Menorah Heritage Foundation
- Assets
- $52.9m
- Revenue
- $2.4m
- Investments
- $0.0
- Employees
- 0
- Location
- Overland Park, KS
- Founding
- 03/2014
- Data as of
- 12/2022
- EIN
- 46-1165316
Organization Overview
Menorah Heritage Foundation is located in Overland Park, KS. The organization was established in 2014. According to its NTEE Classification (T11) the organization is classified as: Single Organization Support, under the broad grouping of Philanthropy, Voluntarism & Grantmaking Foundations and related organizations. This organization is an independent organization and not affiliated with a larger national or regional group of organizations. Menorah Heritage Foundation is a 501(c)(3) and as such, is described as a "Charitable or Religous organization or a private foundation" by the IRS.
For the year ending 12/2022, Menorah Heritage Foundation generated $2.4m in total revenue. The organization has seen a slow decline revenue. Over the past 7 years, revenues have fallen by an average of (2.0%) each year. All expenses for the organization totaled $3.2m during the year ending 12/2022. You can explore the organizations financials more deeply in the financial statements section below.
Since 2015, Menorah Heritage Foundation has awarded 722 individual grants totaling $19,689,760. If you would like to learn more about the grant giving history of this organization, scroll down to the grant profile section of this page.
Form
990
Mission & Program ActivityExcerpts From the 990 Filing
TAX YEAR
2022
Describe the Organization's Mission:
Part 3 - Line 1
TO SUPPORT OTHER CHARITABLE ORGANIZATIONS DESCRIBED IN SECTION 501(C)(3), SPECIFICALLY INCLUDING THE JEWISH COMMUNITY FOUNDATION OF GREATER KANSAS CITY.
Describe the Organization's Program Activity:
Part 3 - Line 4a
PROVIDED SUPPORT FOR CHARITABLE ORGANIZATIONS WHICH SERVE HUMAN NEEDS BY ADVANCING CONSTRUCTIVE PROJECTS
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Board, Officers & Key Employees
| Name (title) | Role | Hours | Compensation |
|---|---|---|---|
Andrew Kaplan President | OfficerTrustee | 1 | $0 |
Michael Berenbom Vice President - Investmen | OfficerTrustee | 1 | $0 |
John Goldberg Immediate Past President | OfficerTrustee | 1 | $0 |
Michelle Goldsmith Vice President - Grants | OfficerTrustee | 1 | $0 |
Barbara Macarthur Secretary | OfficerTrustee | 1 | $0 |
Howard Mayer Executive Vice-President | OfficerTrustee | 1 | $0 |
Financial Statements
| Statement of Revenue | |
|---|---|
| Federated campaigns | $0 |
| Membership dues | $0 |
| Fundraising events | $0 |
| Related organizations | $0 |
| Government grants | $0 |
| All other contributions, gifts, grants, and similar amounts not included above | $33,627 |
| Noncash contributions included in lines 1a–1f | $0 |
| Total Revenue from Contributions, Gifts, Grants & Similar | $33,627 |
| Total Program Service Revenue | $0 |
| Investment income | $1,145,750 |
| Tax Exempt Bond Proceeds | $0 |
| Royalties | $0 |
| Net Rental Income | $0 |
| Net Gain/Loss on Asset Sales | $1,187,658 |
| Net Income from Fundraising Events | $0 |
| Net Income from Gaming Activities | $0 |
| Net Income from Sales of Inventory | $0 |
| Miscellaneous Revenue | $0 |
| Total Revenue | $2,367,035 |
| Statement of Expenses | |
|---|---|
| Grants and other assistance to domestic organizations and domestic governments. | $2,568,896 |
| Grants and other assistance to domestic individuals. | $0 |
| Grants and other assistance to Foreign Orgs/Individuals | $0 |
| Benefits paid to or for members | $0 |
| Compensation of current officers, directors, key employees. | $0 |
| Compensation of current officers, directors, key employees. | $0 |
| Compensation to disqualified persons | $0 |
| Other salaries and wages | $0 |
| Pension plan accruals and contributions | $0 |
| Other employee benefits | $0 |
| Payroll taxes | $0 |
| Fees for services: Management | $0 |
| Fees for services: Legal | $0 |
| Fees for services: Accounting | $0 |
| Fees for services: Lobbying | $0 |
| Fees for services: Fundraising | $0 |
| Fees for services: Investment Management | $178,490 |
| Fees for services: Other | $393,556 |
| Advertising and promotion | $0 |
| Office expenses | $1,765 |
| Information technology | $6,664 |
| Royalties | $0 |
| Occupancy | $0 |
| Travel | $0 |
| Payments of travel or entertainment expenses for any federal, state, or local public officials | $0 |
| Conferences, conventions, and meetings | $3,192 |
| Interest | $0 |
| Payments to affiliates | $0 |
| Depreciation, depletion, and amortization | $0 |
| Insurance | $4,571 |
| All other expenses | $0 |
| Total functional expenses | $3,162,609 |
| Balance Sheet | |
|---|---|
| Cash—non-interest-bearing | $2,106,172 |
| Savings and temporary cash investments | $0 |
| Pledges and grants receivable | $0 |
| Accounts receivable, net | $0 |
| Loans from Officers, Directors, or Controlling Persons | $0 |
| Loans from Disqualified Persons | $0 |
| Notes and loans receivable | $0 |
| Inventories for sale or use | $0 |
| Prepaid expenses and deferred charges | $5,393 |
| Net Land, buildings, and equipment | $2,272 |
| Investments—publicly traded securities | $50,758,586 |
| Investments—other securities | $0 |
| Investments—program-related | $0 |
| Intangible assets | $0 |
| Other assets | $0 |
| Total assets | $52,872,423 |
| Accounts payable and accrued expenses | $12 |
| Grants payable | $40,500 |
| Deferred revenue | $0 |
| Tax-exempt bond liabilities | $0 |
| Escrow or custodial account liability | $0 |
| Loans and other payables to any current Officer, Director, or Controlling Person | $0 |
| Secured mortgages and notes payable | $0 |
| Unsecured mortgages and notes payable | $0 |
| Other liabilities | $0 |
| Total liabilities | $40,512 |
| Net assets without donor restrictions | $45,248,161 |
| Net assets with donor restrictions | $7,583,750 |
| Capital stock or trust principal, or current funds | $0 |
| Paid-in or capital surplus, or land, building, or equipment fund | $0 |
| Retained earnings, endowment, accumulated income, or other funds | $0 |
| Total liabilities and net assets/fund balances | $52,872,423 |
Grants Awarded
Over the last fiscal year, Menorah Heritage Foundation has awarded $2,559,080 in support to 78 organizations.
| Grant Recipient | Amount |
|---|---|
AFTER THE HARVEST PURPOSE: GRANT AWARD | $10,000 |
ALPHAPOINTE PURPOSE: GRANT AWARD TO LOW VISION CLINIC/SENIOR ADULT SERVICES | $10,000 |
AD HOC GROUP AGAINST CRIME PURPOSE: REVIVE PROGRAM | $20,000 |
AVODAH THE JEWISH SERVICE CORPS INC PURPOSE: AVODAH KC FELLOWSHIP | $10,000 |
BIKE WALK KC PURPOSE: GRANT AWARD TO BRIDGING THE DATA GAP: PHYSICAL ACTIVITY & PUBLIC HEALTH | $20,000 |
BLAQOUT PURPOSE: GRANT AWARD | $10,000 |