2024-04-04T15:35:39-05:00 2023-06-30 FORVIS LLP 312 WALNUT STREET SUITE 3000 CINCINNATI OH 45202 990PF 2022-07-01 311451489 THE JEWISH FOUNDATION OF CINCINNATI % TERESA S HAUGHT JEWI 5132141200 8044 MONTGOMERY ROAD Suite 516 CINCINNATI OH 45236 BRIAN JAFFEE CEO 5132141204 2024-05-15 true BRIAN JAFFEE 999009999 Aaron Hershberger P00961884 5136218300 2 2022 2023-04-26 12:10:37Z X 474210820 X 240500 9622786 9622786 7650 7650 7650 17927713 134164487 17927713 13 0 0 27798662 27558149 0 358000 7160 0 350840 782995 56112 0 717643 339568 21191 0 318331 36840 25838 0 5816 37600 22560 0 15040 862427 811395 0 46782 373280 0 0 0 15705 125192 6457 0 118734 44108 2368 0 41492 4829 249 0 4619 1131444 121380 0 1056675 4111988 1074710 0 2675972 23108108 23111071 27220096 1074710 0 25787043 578566 26483439 0 938339 131337 131337 1448756 5908948 5908948 82961 2961 82961 82961 243393 240500 240500 210725 194176 210725 210725 41582 50897 50897 191059173 180700009 305219902 107124590 108050059 100368088 34674149 46531207 54578567 7528435 109540 8517074 7418895 7418895 344244193 349325538 474210820 176808 159186 176808 159186 X 344067385 349166352 344067385 349166352 344244193 349325538 344067385 578566 4520401 349166352 349166352 PUBLICLY TRADED SECURITIES 131870941 115052383 16818558 16818558 DIVERSIFYING STRATEGIES 258736 14323 244413 244413 INVESTMENT REAL ESTATE 2034810 1170068 864742 864742 17927713 368120 368120 368120 450500 0 450500 82380 82380 false false false false true false false true true OH false false false true false true WWW.THEJEWISHFOUNDATION.ORG TERESA S HAUGHT 5132141204 8044 MONTGOMERY ROAD STE 516 CINCINNATI OH 45236 false false false false true false false false false false false false false false false false false false false false false false Bret Caller 8044 MONTGOMERY ROAD Suite 516 Cincinnati OH 45236 Immediate Past President 3.0 0 0 0 Rachel Faust 8044 MONTGOMERY ROAD Suite 516 Cincinnati OH 45236 TRUSTEE 2.0 0 0 0 Arna Poupko Fisher 8044 MONTGOMERY ROAD Suite 516 Cincinnati OH 45236 TRUSTEE 3.0 0 0 0 Ed Frankel 8044 MONTGOMERY ROAD Suite 516 Cincinnati OH 45236 VP of Investments 3.0 0 0 0 Brian Jaffee 8044 MONTGOMERY ROAD Suite 516 Cincinnati OH 45236 Chief Executive Officer 55.0 358000 75753 1293 Sandra P Kaltman 8044 MONTGOMERY ROAD Suite 516 Cincinnati OH 45236 TREASURER, FINANCE/AUDIT CHAIR 3.0 0 0 0 Gloria Lipson 8044 MONTGOMERY ROAD SUITE 516 Cincinnati OH 45236 TRUSTEE 3.0 0 0 0 Guy Peri 8044 MONTGOMERY ROAD Suite 516 Cincinnati OH 45236 SECRETARY 2.0 0 0 0 Ronna Schneider 8044 MONTGOMERY ROAD Suite 516 Cincinnati OH 45236 TRUSTEE 2.0 0 0 0 Walter H Solomon 8044 MONTGOMERY ROAD SUITE 516 Cincinnati OH 45236 TRUSTEE 3.0 0 0 0 John Stein 8044 MONTGOMERY ROAD SUITE 516 Cincinnati OH 45236 PRESIDENT 8.0 0 0 0 Adam Symson 8044 MONTGOMERY ROAD SUITE 516 CINCINNATI OH 45236 TRUSTEE 2.0 0 0 0 MICHAEL BOBERG 8044 MONTGOMERY ROAD CINCINNATI OH 45236 DIR IMPACT ASSESS 45.0 135200 27684 0 ERIC DAUER 8044 MONTGOMERY ROAD CINCINNATI OH 45236 DIR OF OPERATIONS 45.0 233185 37306 0 TERESA HAUGHT 8044 MONTGOMERY ROAD CINCINNATI OH 45236 DIRECTOR OF FINANCE 50.0 220000 54185 0 KIM NEWSTADT 8044 MONTGOMERY ROAD CINCINNATI OH 45236 DIR RESEARCH & LEARN 45.0 130000 42457 0 LAUREN SEAL 8044 MONTGOMERY ROAD CINCINNATI OH 45236 EXEC ASST/OFFICE MGR 45.0 73850 25058 Grosvenor Institutional Partners LP 900 North Michigan Avenue Suite 11 CHICAGO IL 60611 INVESTMENT 134352 Callan LLC 600 Montgomery Street SAN FRANCISCO CA 94111 Investment 150000 Heitman AmeRICA Real Estate Trust LP 191 North Wacker Drive Suite 2500 CHICAGO IL 60611 Investment 150352 Rosov Consulting LLC 2095 Rose Street Suite 101 BERKLEY CA 947091997 Consulting 209621 AEW Core Property Trust (US) Inc Two Seaport Lane BOSTON MA 022102021 Investment 122274 CONSULTANT GUIDED STRATEGIC PLANNING FOR DAY SCHOOLS AND SUPPLEMENTAL EDUCATION 92127 GRANTMAKING METRICS AND EVALUATION 191246 REFLECT CINCY INNOVATIVE FUNDING PROCESS 86814 CHARITABLE PURPOSE REAL ESTATE 405029 451635300 668993 14129451 466433744 0 466433744 6996506 459437238 22971862 22971862 368120 368120 22603742 22603742 22603742 25787043 0 67152 0 0 25854195 22603742 25285103 2020 2019 2018 0 0 0 25854195 25285103 243393 325699 0 0 0 243393 0 0 22278043 243393 THE JEWISH FOUNDATION OF CINCINNATI 8044 MONTGOMERY ROAD SUITE 516 CINCINNATI OH 45236 5132141200 COMPLETE THE FOUNDATION'S GRANT PROPOSAL WHICH INCLUDES A CASE STATEMENT, GOALS AND OBJECTIVES, ACTIVITIES, TIMELINES, STAFFING, BUDGET, ANTICIPATED OUTCOMES AND MEASUREMENT AS WELL AS IRS DETERMINATION LETTER. NO SUBMISSION DEADLINES CHARITABLE ORGANIZATIONS Action Tank 880 Rue De La Paix Apt 5 Cincinnati OH 452201024 PC City Council Night Class 27500 B'nai B'rith Youth Organization Inc 800 Eighth Street NW Washington DC 20001 PC Cincinnati Teen Initiative Grant 338250 Camp Livingston 8485 Ridge Road Cincinnati OH 45236 PC Annual Campaign Match 25000 Camp Livingston 8485 Ridge Road Cincinnati OH 45236 PC 2022 Scholarships 40000 Camp Livingston 8485 Ridge Road Cincinnati OH 45236 PC Young Adult Weekend 5000 Camp Livingston 8485 Ridge Road Cincinnati OH 45236 PC 2023 - 2025 Operating Support 72121 Center for Jewish Living & Learning Inc 3977 Hunt Road Cincinnati OH 45236 PC Friendship Circle 75000 Cincinnati Community Kollel 2241 Losantiville Avenue Cincinnati OH 45237 PC Capacity Building Grant 50000 Cincinnati Community Kollel 2241 Losantiville Avenue Cincinnati OH 45237 PC Young Adult Ambassadorship (Reflect Cincy) 23500 Cincinnati Hebrew Day School 2222 Losantiville Avenue Cincinnati OH 45237 PC 2022 - 2026 Operating Support 887062 Cincinnati Institute of Fine Arts 20 E Central Parkway Ste 200 Cincinnati OH 45202 PC Truth and Reconciliation Exhibition 20000 Cincinnati Playhouse in the Park 962 Mt Adams Circle Cincinnati OH 45202 PC Production of The Chosen 30000 Cincinnati Symphony Orchestra 1241 Elm Street Cincinnati OH 45202 PC Ellis Island Anniversary Concert 25000 Community Congregations 8044 Montgomery Road Suite 516 Cincinnati OH 45236 PC Educational Programming, Congregational Excellence, Engagement and Sustainability 1405869 Easter Seals Tristate LLC 2901 Gilbert Avenue Cincinnati OH 45206 PC Easter Seals Redwood Transformation 50000 Greater Cincinnnati Foundation 720 E Pete Rose Way Suite 120 Cincinnati OH 45202 PC Racial Equity Matters 50000 Hillel Foundation at Miami University 11 E Walnut Street Oxford OH 45056 PC Campus Engagement Initiative 40000 Hillel Foundation at Miami University 11 E Walnut Street Oxford OH 45056 PC Capacity Building Grant 20000 Hillel of University of Cincinnati 2615 Clifton Avenue Cincinnati OH 45220 PC Expanding Student Engagement 94000 Hillel of University of Cincinnati 2615 Clifton Avenue Cincinnati OH 45220 PC Capacity Building Grant 20000 Holocaust and Humanity Center 1301 Western Avenue Cincinnati OH 45203 PC Shoah Foundation Survivor Interview 175000 Interfaithfamily Com Inc 190 North Main Street Ste 203 Natick MA 01760 PC Our Year of Firsts: Parenting Edition (Reflect Cincy) 15000 ish 6144 Grand Vista Cincinnati OH 45213 PC Cincinnati Teen Initiative 269500 ish 6144 Grand Vista Cincinnati OH 45213 PC Birds of a Feather (Reflect Cincy) 15000 ish 6144 Grand Vista Cincinnati OH 45213 PC elech (Reflect Cincy) 15000 ish 6144 Grand Vista Cincinnati OH 45213 PC Strategic Planning 23000 ish 6144 Grand Vista Cincinnati OH 45213 PC Be the Change Program 50000 Jewfolk Media Inc 2909 S Wayzata Blvd Minneapolis MN 55495 PC Cincy Jewfolk (Reflect Cincy) 50000 Jewish Cemeteries of Greater Cincinnati 3400 Montgomery Road Cincinnati OH 45207 PC Capital Campaign Grant 200000 Jewish Discovery Center of Ohio Inc 7587 Central Parke Blvd Mason OH 45040 PC Chai Tots Early Childhood Center; Scholarships, Marketing, and Operating Support 95000 Jewish Family Service 9395 Kenwood Road Suite 100 Cincinnati OH 45242 PC K'vod 847066 Jewish Family Service 9395 Kenwood Road Suite 100 Cincinnati OH 45242 PC 2022 and 2023 Operating Support 900000 Jewish Family Service 9395 Kenwood Road Suite 100 Cincinnati OH 45242 PC Youth Mental Health Expansion Initiative 953559 Jewish Federation of Cincinnati 8499 Ridge Road Cincinnati OH 45236 PC Cincy Journeys - Israel Travel and Overnight Jewish Camping 1305024 Jewish Federation of Cincinnati 8499 Ridge Road Cincinnati OH 45236 PC Philanthropic Fund Contribution 4195032 Jewish Federation of Cincinnati 8499 Ridge Road Cincinnati OH 45236 PC 2023 Annual Campaign Matching Contribution 1500000 Jewish Federation of Cincinnati 8499 Ridge Road Cincinnati OH 45236 PC Talent Management Initiative 261170 Jewish Federation of Cincinnati 8499 Ridge Road Cincinnati OH 45236 PC "Strengthening Individual Giving Fundraising" Capacity Building Initiative 1284502 Jewish Federation of Cincinnati 8499 Ridge Road Cincinnati OH 45236 PC Community Buildings & Maintenance 814078 Jewish Federation of Cincinnati 8499 Ridge Road Cincinnati OH 45236 PC SAFE Cincinnati 571146 Jewish Federation of Cincinnati 8499 Ridge Road Cincinnati OH 45236 PC Shared Business Services 1033332 Jewish Federation of Cincinnati 8499 Ridge Road Cincinnati OH 45236 PC Honeymoon Israel 2022 127553 Jewish Federation of Cincinnati 8499 Ridge Road Cincinnati OH 45236 PC Leaders in Light 75000 Jewish Federation of Cincinnati 8499 Ridge Road Cincinnati OH 45236 PC Cincy Jewish Social - Pilot Year 25000 Jewish Federation of Cincinnati 8499 Ridge Road Cincinnati OH 45236 PC Israel at 75 10000 Jewish Fertility Foundation LLC 60 Lenox Pointe NE Atlanta GA 30324 PC Cincinnati Initiative 60000 JVS - Careers 4540 Cooper Road Suite 300 Cincinnati OH 45242 PC 2022 and 2023 Operating Support 471603 Mayerson JCC 8485 Ridge Road Cincinnati OH 45236 PC 2023 Operating Support 975000 Mayerson JCC 8485 Ridge Road Cincinnati OH 45236 PC Campus Repairs - Rockdale Temple 73393 Mayerson JCC 8485 Ridge Road Cincinnati OH 45236 PC Strategic Planning 31066 Moishe House 441 Saxony Road Barn 2 Encinitas CA 920242725 PC Operating Support for Cincinnati House 25000 Naydus Press 8407 Capricorn Drive Montgomery OH 45249 PC Sutzkever Translation Project 4860 Rabinical Yeshiva of Cincinnati 1863 Section Road Cincinnati OH 45237 PC Scholarships Grant 36000 Rockwern Academy 8401 Montgomery Road Cincinnati OH 45236 PC 2023 Operating Support 3086295 Rockwern Academy 8401 Montgomery Road Cincinnati OH 45236 PC Division of Adulting (Reflect Cincy) 42500 School Board School 1110 Main Street Ste 100 Cincinnati OH 45202 PC Program Support 50000 Shomrei Olam Inc 8180 Margaret Lane Cincinnati OH 45242 PC Rockwern Green Kitchen 4127 Shabbat Project Inc 228 Park Avenue South Ste 77191 New York NY 10003 PC Cincy OneTable Grant 30000 United Way of Greater Cincinnati Inc 2400 Reading Road Cincinnati OH 45202 PC Project Lift 25000 University of Cincinnati Foundation PO Box 19970 Cincinnati OH 45219 PC Shared Hebrew Instructor for HUC-JIR Cincinnati and University of Cincinnati 25000 Xavier University 3800 Victory Parkway Cincinnati OH 45207 PC Public Policy Student Leadershiip Trip to Israel 60000 23108108 B'nia B'rith Youth Organization Inc 800 Eighth Street NW Washington DC 20001 PC Teen Initiative Grant 0 Camp Livingston 8485 Ridge Road Cincinnati OH 45236 PC 2023 - 2025 Operating Support 0 Chabad Jewish Center of Blue Ash 3977 Hunt Road Cincinnati OH 45236 PC Friendship Circle Support 0 Cincinnati Hebrew Day School 2222 Losantiville Avenue Cincinnati OH 45237 PC Fiscal Years 2022 - 2026 Operations Support 0 Cincinnati Community Kollel 2241 Losantiville Avenue Cincinnati OH 45237 Scholars Support (2023 -2025) 0 Community Congregations 8044 Montgomery Road Cincinnati OH 45236 Educational Programming and Engagement 0 Community Congregations 8044 Montgomery Road Cincinnati OH 45236 PC 2024 - 2026 Operating Support 0 GreenLight Fund 50 Milk St 16th Floor Boston MA 02109 PC Strategic Initiatives Support of Funds 2 and 3 0 Hillel Foundation at Miami University 11 E Walnut Street Oxford OH 45056 PC 2023 and 2024 Operating Support 0 Hillel Foundation at Miami University 11 E Walnut Street Oxford OH 45056 PC Capacity Building Grant 0 Hillel of University of Cincinnati 2615 Clifton Avenue Cincinnati OH 45220 PC Expanding Student Engagement 0 Hillel of University of Cincinnati 2615 Clifton Avenue Cincinnati OH 45220 PC Capacity Building Grant 0 Interact for Change 8230 Montgomery Road Ste 300 Cincinnati OH 45236 PC Building a Regional Strategy for Youth Mental Health 0 ish 6144 Grand Vista Cincinnati OH 45213 PC Teen Initiative 0 ish 6144 Grand Vista Cincinnati OH 45213 PC Strategic Planning Support 0 ish 6144 Grand Vista Cincinnati OH 45213 PC elech (Reflect Cincy) 0 ish 6144 Grand Vista Cincinnati OH 45213 PC Birds of a Feather (Reflect Cincy) 0 Jewish Cemeteries of Greater Cincinnati 3400 Montgomery Road Cincinnati OH 45207 PC 2021 Capital Campaign 0 Jewish Discovery Center of Ohio Inc 7587 Central Parke Blvd Mason OH 45040 PC Chai Tots Early Childhood Center: Scholarships, Marketing, and Operations Support 0 Jewish Family Service 9395 Kenwood Road Ste 100 Cincinnati OH 45242 PC 2023 Operating Support 0 Jewish Family Service 9395 Kenwood Road Ste 100 Cincinnati OH 45242 PC K'vod 0 Jewish Family Service 9395 Kenwood Road Ste 100 Cincinnati OH 45242 PC Youth Mental Health 0 Jewish Federation of Cincinnati 8499 Ridge Road Cincinnati OH 45236 PC Talent Management Initiative 0 Jewish Federation of Cincinnati 8499 Ridge Road Cincinnati OH 45236 PC "Strengthening Individual Giving Fundraising" Capacity Building Initiative 0 Jewish Federation of Cincinnati 8499 Ridge Road Cincinnati OH 45236 PC Community Buildings & Maintenance 0 Jewish Federation of Cincinnati 8499 Ridge Road Cincinnati OH 45236 PC SAFE Cincinnati 0 Jewish Federation of Cincinnati 8499 Ridge Road Cincinnati OH 45236 PC Shared Business Services 0 Jewish Federation of Cincinnati 8499 Ridge Road Cincinnati OH 45236 PC Honeymoon Israel 2022 0 Jewish Federation of Cincinnati 8499 Ridge Road Cincinnati OH 45236 PC 2023 and 2024 Annual Campaign Matches 0 JewFolk Media 2909 S Wayzata Blvd Minneapolis MN 55495 PC Cincy JewFolk (Reflect Cincy) 0 JVS Careers 4540 Cooper Road Suite 300 Cincinnati OH 45242 PC 2023 Operating Support 0 KK Bene Israel Rockdale Temple 8501 Ridge Road Cincinnati OH 45236 PC Our Year of Firsts: Parenting Edition (Reflect Cincy) 0 Mayerson JCC 8485 Ridge Road Cincinnati OH 45236 PC 2023 Operating Support 0 Mayerson JCC 8485 Ridge Road Cincinnati OH 45236 PC Campus Repairs - Rockdale Temple 0 Moishe House 441 Saxony Rd Barn 2 Encinitas CA 92024 PC 2022- 2024 Operating Support 0 Rockwern Academy 8401 Montgomery Road Cincinnati OH 45236 PC 2023 - 2024 Operating Support 0 Shabbat Project Inc 228 Park Ave S Suite 77191 New York NY 10003 PC Cincinnati Community Ambassador Renewal 2023 0 Shelanu 8501 Ridge Road Cincinnati OH 45236 PC Combined High School Supplemental Education Program Support 0 University of Cinti Judaic Studies Dept 51 Goodman Street PO Box 19970 Cincinnati OH 45219 PC Shared Modern Hebrew instructor for HUC_JIR Cincinnati and University of Cincinnati 0 University of Cinti Judaic Studies Dept 51 Goodman Street PO Box 19970 Cincinnati OH 45219 PC College of Arts and Sciences, Judaic Studies Presents Michael Twitty 0 Xavier University 3800 Victory Parkway Cincinnati OH 45207 PC Public Policy Student Leadership Trips to Israel 0 28545559 901101 53934 14 9568852 16 7650 901101 92033 18 17835680 OTHER REVENUE 01 13 145967 27412195 27558162 false false false false false false false false false false X X 1 The Shimon Ben Joseph Foundation 343 Sansome Street 550 San Francisco CA 94104 240500 X ACCOUNTING FEES 37600 22560 0 15040 PURSUANT TO IRC 4942(H)(2) AND REG. 53.4942(A)-3(D)(2), THE ABOVE REFERENCED FOUNDATION HEREBY ELECTS TO TREAT CURRENT YEAR QUALIFYING DISTRIBUTIONS REPORTED ON FORM 990-PF, PART XII, LINE 4C AS BEING MADE OUT OF CORPUS. THE STATE OF OHIO DOES NOT REQUIRE A COPY OF THE FORM 990-PF TO BE FILED WITH THE STATE. IN LIEU OF THE FEDERAL FORM, A VERIFICATION OF FILING WITH THE INTERNAL REVENUE SERVICE FORM IS REQUIRED TO BE COMPLETED AND FILED WITH THE STATE OF OHIO ATTORNEY GENERAL. A COPY OF THE REQUIRED OHIO FORM HAS BEEN FILED. GLOBAL FIXED INCOME 108050059 100368088 GLOBAL EQUITY SECURITIES 180700009 305219902 HEDGE FUND OF FUNDS FMV 25000000 25250043 REAL ESTATE TRUSTS FMV 20454969 27618890 VENTURE CAPITAL FUNDS FMV 993735 1540462 DIVERSIFYING STRATEGIES FMV 82503 169172 LEGAL FEES 36840 25838 0 5816 COMPUTER EXPENSE 53643 2767 0 50678 INSURANCE 42600 0 0 42600 REAL ESTATE EXPENSES 116150 116047 0 0 CHARITABLE PROGRAMMING 877868 0 0 924647 MISCELLANEOUS 41183 2566 0 38750 OTHER INCOME 13 0 0 REALIZED GAIN ON IN-KIND SHARE TRANSFER 4326553 INVESTMENT MANAGEMENT FEE 193848 DUE TO JHSI, INC. CONSULTING FEES 862427 811395 0 46782 FEDERAL TAXES 373080 0 0 0 STATE FILING FEE 200 0 0 0