2023-05-10T15:28:05-05:00 2022-06-30 FORVIS LLP 312 WALNUT STREET SUITE 3000 CINCINNATI OH 45202 990PF 2021-07-01 311451489 THE JEWISH FOUNDATION OF CINCINNATI % TERESA S HAUGHT JEWI 5132141200 8044 MONTGOMERY ROAD Suite 516 CINCINNATI OH 45236 BRIAN JAFFEE CFO 5132141204 2023-05-15 true BRIAN JAFFEE 999009999 Aaron Hershberger P00961884 5136218300 2 2021 2023-04-26 12:10:37Z X 455625378 X 359300 X 7780215 7780215 7550 7550 7550 17817815 67167149 17817815 523 0 0 25965403 25605580 0 346500 3465 343035 688880 49035 637965 301014 15354 279226 4133 438 0 4504 35380 21228 0 14152 1101318 1094524 0 7544 331189 0 0 0 14630 128504 5569 123803 36218 463 35482 4294 186 4068 1200793 9583 0 1128656 4192853 1199845 0 2578435 22193030 21824121 26385883 1199845 0 24402556 -420480 24405735 0 367706 938339 938339 5844048 1448756 1448756 2961 2961 2961 0 243393 243393 194176 170402 194176 194176 36839 41582 41582 191821408 191059173 287661108 107192233 107124590 101856930 29985194 34674149 54721059 8610909 93835 8900614 8517074 8517074 3560 0 0 344322004 344244193 455625378 118488 176808 118488 176808 X 344203516 344067385 344203516 344067385 344322004 344244193 344203516 -420480 284349 344067385 344067385 PUBLICLY TRADED SECURITIES 66891834 49349334 17542500 17542500 OTHER INVESTMENTS 275315 275315 275315 17817815 339240 339240 339240 336911 0 336911 X 83 2412 false false false false false false false true true OH false false false true false true WWW.THEJEWISHFOUNDATION.ORG TERESA S HAUGHT 5132141204 8044 MONTGOMERY ROAD 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 Executive Director 55.0 346500 69330 1213 Sandra P Kaltman 8044 MONTGOMERY ROAD SUITE 516 CINCINNATI OH 45236 TREASURER, FINANCE/AUDIT CHAIR 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 STE 516 CINCINNATI OH 45236 DIR IMPACT ASSESS 45.0 130000 31199 0 ERIC DAUER 8044 MONTGOMERY ROAD STE 516 CINCINNATI OH 45236 DIR OF OPERATIONS 45.0 151000 24474 0 TERESA HAUGHT 8044 MONTGOMERY ROAD STE 516 CINCINNATI OH 45236 DIRECTOR OF FINANCE 50.0 210000 45809 0 KIM NEWSTADT 8044 MONTGOMERY ROAD STE 516 CINCINNATI OH 45236 DIR RESEARCH & LEARN 45.0 125000 31332 0 LAUREN SEAL 8044 MONTGOMERY ROAD STE 516 CINCINNATI OH 45236 EXEC ASST/OFFICE MGR 45.0 71000 28869 0 Grosvenor Institutional Partners LP 900 North Michigan Avenue Suite 11 CHICAGO IL 60611 INVESTMENT 284349 Crow Holdings Realty Partners 3819 Maple Avenue DALLAS TX 75219 Investment 227472 Heitman America Real Estate Trust LP 191 North Wacker Drive Suite 2500 CHICAGO IL 60606 Investment 145843 Rosov Consulting LLC 2095 Rose Street Suite 101 BERKLEY CA 947091997 Consulting 125278 AEW Core Property Trust (US) Inc Two Seaport Lane BOSTON MA 022102021 Investment 121844 3 CONSULTANT GUIDED STRATEGIC PLANNING FOR DAY SCHOOLS AND SUPPLEMENTAL EDUCATION 119561 GRANTMAKING METRICS AND EVALUATION 91350 REFLECT CINCY INNOVATIVE FUNDING PROCESS 52906 CHARITABLE PURPOSE REAL ESTATE 21591 522728353 673821 7813719 531215893 0 531215893 7968238 523247655 26162383 26162383 339240 339240 25823143 25823143 25823143 24402556 0 0 0 0 24402556 25823143 23864516 2019 2018 2017 0 0 0 24402556 23864516 538040 0 0 0 0 0 0 25285103 0 0 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 American Jewish Committee 312 Walnut Street Suite 1540 Cincinnati OH 45202 PC Simon Lazarus Awards Program 2500 Art Opportunities Inc 2460 Gilbert Avenue Cincinnati OH 45206 PC ArtWorks Youth Apprentice Employment Program 15000 B'nai B'rith Youth Organization Inc 800 Eighth Street NW Washington DC 20001 PC Cincinnati Teen Initiative Grant 324500 Camp Livingston 8485 Ridge Road Cincinnati OH 45236 PC Annual Campaign Match 25000 Camp Livingston 8485 Ridge Road Cincinnati OH 45236 PC Health Center Architectural Plans and Capital Campaign 609204 Center for Jewish Living & Learn Inc 3977 Hunt Road Cincinnati OH 45236 PC Friendship Circle 37500 Chabad House of Cincinnati PO Box 37553 Cincinnati OH 45222 PC Emergency Grant Funds 30000 The Cincinnati Ballet 1801 Gilbert Avenue Cincinnati OH 45202 PC David Morse's Our Story Production 36000 Cincinnati Community Kollel 2241 Losantiville Avenue Cincinnati OH 45237 PC Capacity Building Grant 12500 Cincinnati Hebrew Day School 2222 Losantiville Avenue Cincinnati OH 45237 PC 2022 - 2026 Operating Support 1290938 Cincinnati Hebrew Day School 2222 Losantiville Avenue Cincinnati OH 45237 PC Matching Funds for State of Ohio Security Matching Grant 35000 Cincinnati Museum Association 1301 Western Avenue Cincinnati OH 45203 PC Henry Mosler Behind the Scenes: In Celebration of Jewish Bicentennial 20000 Cincinnati Museum Center 1301 Western Avenue Cincinnati OH 45203 PC You Are Here Permanent Exhibition 36000 Cincinnati Opera Association 1243 Elm Street Cincinnati OH 45202 PC The Warsaw Cabaret 40000 Community Congregations 8044 Montgomery Road Suite 516 Cincinnati OH 45236 PC Educational Programming, Congregational Excellence, Engagement and Sustainability 1778151 Green Light Fund Inc 50 Milk Street 16th Floor Boston MA 02109 PC 2022 Cincinnati Strategic Initiatives Support of Funds 2 and 3 100000 Hillel Foundation at Miami University 11 E Walnut Street Oxford OH 45056 PC Campus Engagement Initiative 77500 Hillel of University of Cincinnati 2615 Clifton Avenue Cincinnati OH 45220 PC Expanding Student Engagement 47000 Holocaust and Humanity Center 1301 Western Avenue Cincinnati OH 45203 PC Budget Relief for COVID Impact 196875 Immigrant and Refugee Law Center PO Box 27102 Cincinnati OH 45227 PC Pro-bono Legal Support and Education Grant 50000 ish 6144 Grand Vista Cincinnati OH 45213 PC Cincinnati Teen Initiative 266000 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 190000 Jewish Family Service 9395 Kenwood Road Suite 100 Cincinnati OH 45242 PC AgeWell Cincinnati 156637 Jewish Family Service 9395 Kenwood Road Suite 100 Cincinnati OH 45242 PC 2022 Operating Grant 600000 Jewish Family Service 9395 Kenwood Road Suite 100 Cincinnati OH 45242 PC Youth Mental Health Expansion Initiative 680962 Jewish Federation of Cincinnati 8499 Ridge Road Cincinnati OH 45236 PC Cincy Journeys - Israel Travel and Overnight Jewish Camping 1039549 Jewish Federation of Cincinnati 8499 Ridge Road Cincinnati OH 45236 PC Philanthropic Fund Contribution 5750000 Jewish Federation of Cincinnati 8499 Ridge Road Cincinnati OH 45236 PC 2022 Annual Campaign Matching Contribution 1500000 Jewish Federation of Cincinnati 8499 Ridge Road Cincinnati OH 45236 PC Talent Management Initiative 66975 Jewish Federation of Cincinnati 8499 Ridge Road Cincinnati OH 45236 PC "Strengthening Individual Giving Fundraising" Capacity Building Initiative 757021 Jewish Federation of Cincinnati 8499 Ridge Road Cincinnati OH 45236 PC Community Buildings & Maintenance 789003 Jewish Federation of Cincinnati 8499 Ridge Road Cincinnati OH 45236 PC SAFE Cincinnati 567490 Jewish Federation of Cincinnati 8499 Ridge Road Cincinnati OH 45236 PC Shared Business Services 491842 Jewish Federation of Cincinnati 8499 Ridge Road Cincinnati OH 45236 PC Ukraine Relief Fund - Winter 2022 Campaign 18000 Jewish Federations of North America 25 Broadway Suite 1700 New York NY 10004 PC Cross Community Collaboration and Evaluation for Teen Initiative 60094 Jewish Fertility Foundation LLC 60 Lenox Pointe NE Atlanta GA 30324 PC Cincinnati Initiative 60000 JVS Career Services 4540 Cooper Road Suite 300 Cincinnati OH 45242 PC 2021 and 2022 Operations and Technology Support 316195 Mayerson Academy 3080 Exploration Avenue 620 Cincinnati OH 45206 PC 2022 and 2023 Strong Cincinnati Nonprofit Leadership Training 45000 Mayerson JCC 8485 Ridge Road Cincinnati OH 45236 PC 2021 and 2022 Operating Support 1409235 Moishe House 441 Saxony Road Barn 2 Encinitas CA 92024 PC Operating Support for Cincinnati House 25000 Ohr Torah Cincinnati 4131 Matson Avenue Cincinnati OH 45236 PC CMO High School Discovery Process Grant 50000 Rabinical Yeshiva of Cincinnati 1863 Section Road Cincinnati OH 45237 PC Scholarships Grant 25000 Rockwern Academy 8401 Montgomery Road Cincinnati OH 45236 PC 2022 Operating Support 1861450 School Board School 1110 Main Street Ste 100 Cincinnati OH 45202 PC Program Support 50000 The Shabbat Project Inc 228 Park Avenue South Ste 77191 New York NY 10003 PC Cincy OneTable Grant 60000 University of Cincinnati Foundation PO Box 19970 Cincinnati OH 45219 PC Shared Hebrew Instructor for HUC-JIR Cincinnati and University of Cincinnati 25000 21824121 Action Tank 880 Rue De La Paix Apt 5 Cincinnati OH 452201024 PC City Council Night Class 0 ArtsWave 20 E Central Parkway Cincinnati OH 45202 PC Truth and Reconciliation Program 0 B'nai B'rith Youth Organization Inc 800 Eighth Street NW Washington DC 20001 PC Cincinnati Teen Initiative Grant 0 Camp Livingston 8485 Ridge Road Cincinnati OH 45236 PC Annual Campaign Match 0 Camp Livingston 8485 Ridge Road Cincinnati OH 45236 PC Health Center Architectural Planning 0 Center for Jewish Living & Learn Inc 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 Operating Support 0 Cincinnati Community Kollel 2241 Losantiville Avenue Cincinnati OH 45237 PC Scholars Support (2023 -2025) 0 Cincinnati Community Kollel 2241 Losantiville Avenue Cincinnati OH 45237 PC Young Adult Ambassadorship 0 Community Congregations 8044 Montgomery Road Cincinnati OH 45236 PC Educational Programming, Congregational Excellence, Engagement and Sustainability 0 Greater Cincinnati Foundation 720 E Pete Rose Way Suite 120 Cincinnati OH 45202 PC Racial Equity Matters Program 0 GreenLight Fund 50 Milk Street 16th Floor Boston MA 02109 PC Cincinnati 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 Holocaust & Humanity Center 1301 Western Avenue Ste 201 Cincinnati OH 45203 PC COVID Budget Relief 2022 0 ish 6144 Grand Vista Avenue Cincinnati OH 45213 PC Cincinnati Teen Initiative 0 ish 6144 Grand Vista Avenue Cincinnati OH 45213 PC elech (Reflect Cincy) 0 ish 6144 Grand Vista Avenue Cincinnati OH 45213 PC Nature, Drumming Circles (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 Suite 100 Cincinnati OH 45242 PC 2022 Operating Support 0 Jewish Family Service 9395 Kenwood Road Suite 100 Cincinnati OH 45242 PC K'vod 0 Jewish Family Service 9395 Kenwood Road Suite 100 Cincinnati OH 45242 PC Teen 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 JCRC Leaders in Light 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 Fertility Foundation LLC 60 Lenox Pointe NE Atlanta GA 30324 PC Cincinnati Initiative 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 2022 Operating Support 0 Mayerson JCC 8485 Ridge Road Cincinnati OH 45236 PC 2022 Operating Support 0 Mayerson JCC 8485 Ridge Road Cincinnati OH 45236 PC 2022 Strategic Planning 0 Moishe House 441 Saxony Road Barn 2 Encinitas CA 920242725 PC 2022- 2024 Operating Support 0 Rockdale Temple 8501 Ridge Road Cincinnati OH 45236 PC Our Year of Firsts: Parenting Edition (Reflect Cincy) 0 Rockwern Academy 8401 Montgomery Road Cincinnati OH 45236 PC Division of Adulting (Reflect Cincy) 0 Shomrei Olam 8180 Margaret Lane Cincinnati OH 45242 PC Rockwern Green Kitchen Project 0 University of Cinti Judaic Studies Dept 51 Goodman Street PO Box 19970 Cincinnati OH 452190970 PC Shared Modern Hebrew instructor for HUC_JIR Cincinnati and University of Cincinnati 0 Xavier University 3800 Victory Parkway Cincinnati OH 45207 PC Public Policy Student Leadership Trip to Israel 0 23116063 14 7780215 16 7550 901101 -2431 18 17820246 OTHER REVENUE 01 523 -2431 25608534 25606103 false false false false false false false false false false ACCOUNTING FEES 35380 21228 0 14152 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 107124590 101856930 GLOBAL EQUITY SECURITIES 191059173 287661108 HEDGE FUND OF FUNDS FMV 14500000 23105385 REAL ESTATE TRUSTS FMV 19162635 29743991 VENTURE CAPITAL FUNDS FMV 929011 1699976 DIVERSIFYING STRATEGIES FMV 82503 171707 LEGAL FEES 4133 438 0 4504 COMPUTER EXPENSE 52228 2263 0 66480 INSURANCE 53085 0 0 53085 REAL ESTATE EXPENSES 2914 4001 0 0 MISCELLANEOUS 770623 3319 0 767193 CHARITABLE PROGRAMMING 321943 0 0 241898 OTHER INCOME 523 0 0 INVESTMENT MANAGEMENT FEE 284349 DUE TO JHSI, INC. CONSULTING FEES 1101318 1094524 0 7544 FEDERAL TAXES 330989 0 0 0 STATE FILING FEE 200