AUMdb

Houston Jewish Community Foundation

EIN 760187329 · 501(c)(3) · Public charity · Houston, TX · recognized 1986

Assets
$261M
Revenue
$33.4M
Expenses
$32.7M
Investment income
$4.2M

Form 990 fiscal year ended 08/31/2024

Investment managers

Advisory firms linked via Form 990 Part VII independent contractors.

Firm Match Period
Fiducient Advisors Llc CRD 106720 deterministic · 100% 08/31/2024

Highest-paid contractors

Form 990 Part VII-B, independent contractors paid over $100k.

Contractor Services Compensation
Fiducient Advisors Investment management $150,594

Officers & directors

Form 990 Part VII-A for the latest fiscal year.

Name Title Compensation Other
Roberta Herman Dietrich Executive director $141,992 $30,658
Paul Weaver Cfo $121,211 $22,401
Joy Kaplan Trustee $0 $0
Mark Katz Trustee $0 $0
Mark Laskin Trustee $0 $0
Mike Levy Trustee $0 $0
Alan Orkin Trustee $0 $0
Esther Polland Trustee $0 $0
Jody Proler Trustee $0 $0
Mark Rauch Trustee $0 $0
Ann Baker Ronn Non-voting trustee $0 $0
Rob Shoss Trustee $0 $0
Rick Stein Trustee $0 $0
Tracy Stein Trustee $0 $0
Kevin Steinhart Trustee $0 $0
Eugene Tunitsky Trustee $0 $0
Haya Varon Trustee $0 $0
Lewis Kalmans Chair $0 $0
Jacob Leon Vice chair, secretary $0 $0
Angela Odensky Treasurer $0 $0
David Aaronson Trustee $0 $0
Brad Brookner Trustee $0 $0
Brian Cororve Trustee $0 $0
Jennifer Costa Trustee $0 $0
Jason Feldman Trustee $0 $0
Audrey Fersten Trustee $0 $0
Les Fox Trustee $0 $0
Emily Freedman Trustee $0 $0
Courtney Garson Trustee $0 $0
Jeffrey Gilbert Trustee $0 $0
Dan Gordon Non-voting trustee $0 $0
Jason Gordon Trustee $0 $0
Leah Gross Trustee $0 $0
Jay Kaplan Trustee $0 $0

Filing history

Fiscal year end Assets Revenue Expenses Source
08/31/2024 $261M $33.4M $32.7M 990 990 · obj 202501969349301120 IRS ↗
08/31/2023 $222M $35.2M $29.4M 990 990 · obj 202510349349300041 IRS ↗