JEWISH FOUNDATION OF CINCINNATI: Form 990PF, tax year 2020
View the entire original 990 at ProPublica ↗
- Organization
- JEWISH FOUNDATION OF CINCINNATI (EIN 31-1451489)
- Tax period
- 2020-07-01 to 2021-06-30
- Filed
- 2022-04-10
- IRS object ID
- 202201009349100300
- Schema version
- 2020v4.1
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- Accounting Fees Schedule
- Depreciation Schedule
- Distribution From Corpus Election
- Expln Of Non Filing With AG Stmt
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Legal Fees Schedule
- Other Assets Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Increases Schedule
- Other Liabilities Schedule
- Other Professional Fees Schedule
- Taxes Schedule
- Transfers Frm Controlled Entities
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2022-04-10T08:04:43-05:00 | ReturnTs |
| Tax Period End | 2021-06-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BKD LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 312 WALNUT STREET SUITE 3000 | AddressLine1Txt |
| City | CINCINNATI | CityNm |
| State Abbreviation | OH | StateAbbreviationCd |
| ZIP | 45202 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2020-07-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 311451489 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE JEWISH FOUNDATION OF CINCINNATI | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| In Care Of | % TERESA S HAUGHT | InCareOfNm |
| Business Name Control | JEWI | BusinessNameControlTxt |
| Phone | 5132141200 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 8044 MONTGOMERY ROAD Suite 516 | AddressLine1Txt |
| City | CINCINNATI | CityNm |
| State Abbreviation | OH | StateAbbreviationCd |
| ZIP | 45236 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | BRIAN JAFFEE | PersonNm |
| Person Title | EXECUTIVE DIRECTOR | PersonTitleTxt |
| Phone | 5132141204 | PhoneNum |
| Signature | 2022-05-15 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | BRIAN | PersonFirstNm |
| Person Last | JAFFEE | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Aaron Hershberger | PreparerPersonNm |
| PTIN | P00961884 | PTIN |
| Phone | 5136218300 | PhoneNum |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 2 | TrustedCustomerCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2020 | TaxYr |
| Build TS | 2022-09-23 18:48:47Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $558,736,126 | FMVAssetsEOYAmt |
| Method Of Accounting Other | Yes (X) | MethodOfAccountingOtherInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $0 | ContriRcvdRevAndExpnssAmt |
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Dividends Rev And Expnss | $6,601,148 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $6,601,148 | DividendsNetInvstIncmAmt |
| Gross Rents Rev And Expnss | $7,350 | GrossRentsRevAndExpnssAmt |
| Gross Rents Net Invst Incm | $7,350 | GrossRentsNetInvstIncmAmt |
| Net Rental Income Or Loss | $7,350 | NetRentalIncomeOrLossAmt |
| Net Gain Sale Ast Rev And Expnss | $58,502,572 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $125,421,170 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $58,502,572 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $120 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $0 | OtherIncomeNetInvstIncmAmt |
| Other Income Adj Net Incm | $0 | OtherIncomeAdjNetIncmAmt |
| Total Rev And Expnss | $65,111,190 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $65,111,070 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $0 | TotalAdjNetIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $349,793 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $3,433 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $339,828 | CompOfcrDirTrstDsbrsChrtblAmt |
| Oth Empl Slrs Wgs Rev And Expnss | $645,028 | OthEmplSlrsWgsRevAndExpnssAmt |
| Oth Empl Slrs Wgs Net Invst Incm | $43,380 | OthEmplSlrsWgsNetInvstIncmAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $579,220 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Pension Empl Bnft Rev And Expnss | $273,282 | PensionEmplBnftRevAndExpnssAmt |
| Pension Empl Bnft Net Invst Incm | $14,154 | PensionEmplBnftNetInvstIncmAmt |
| Pension Empl Bnft Dsbrs Chrtbl | $253,899 | PensionEmplBnftDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $7,073 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $807 | LegalFeesNetInvstIncmAmt |
| Legal Fees Adj Net Incm | $0 | LegalFeesAdjNetIncmAmt |
| Legal Fees Dsbrs Chrtbl | $3,484 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $48,615 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $29,169 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $0 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $19,446 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $698,796 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $692,493 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Adj Net Incm | $0 | OtherProfFeesAdjNetIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $5,219 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $892,693 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $0 | TaxesNetInvstIncmAmt |
| Taxes Adj Net Incm | $0 | TaxesAdjNetIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Deprec And Dpltn Rev And Expnss | $31,849 | DeprecAndDpltnRevAndExpnssAmt |
| Occupancy Rev And Expnss | $123,567 | OccupancyRevAndExpnssAmt |
| Occupancy Net Invst Incm | $5,539 | OccupancyNetInvstIncmAmt |
| Occupancy Dsbrs Chrtbl | $116,911 | OccupancyDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $30,796 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Net Invst Incm | $637 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $29,976 | TravConfMeetingDsbrsChrtblAmt |
| Printing And Pub Rev And Expnss | $5,479 | PrintingAndPubRevAndExpnssAmt |
| Printing And Pub Net Invst Incm | $246 | PrintingAndPubNetInvstIncmAmt |
| Printing And Pub Dsbrs Chrtbl | $5,234 | PrintingAndPubDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $444,320 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $11,886 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Adj Net Incm | $0 | OtherExpensesAdjNetIncmAmt |
| Other Expenses Dsbrs Chrtbl | $410,639 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $3,551,291 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $801,744 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $1,763,856 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $15,083,623 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $15,083,623 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $18,634,914 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $801,744 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $16,847,479 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $46,476,276 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $64,309,326 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $831,564 | CashBOYAmt |
| Cash EOY | $367,706 | CashEOYAmt |
| Cash EOYFMV | $367,706 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $38,567 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $5,844,048 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $5,844,048 | SavAndTempCashInvstEOYFMVAmt |
| Acct Rcvbl BOY | $35,786 | AcctRcvblBOYAmt |
| Other Nts And Loans Rcvbl | $170,402 | OtherNtsAndLoansRcvblAmt |
| Other Nts And Loans Rcvbl EOY | $170,402 | OtherNtsAndLoansRcvblEOYAmt |
| Other Nts And Loans Rcvbl EOYFMV | $170,402 | OtherNtsAndLoansRcvblEOYFMVAmt |
| Prepaid Expenses BOY | $6,421 | PrepaidExpensesBOYAmt |
| Prepaid Expenses EOY | $36,839 | PrepaidExpensesEOYAmt |
| Prepaid Expenses EOYFMV | $36,839 | PrepaidExpensesEOYFMVAmt |
| Corporate Stock BOY | $52,546,385 | CorporateStockBOYAmt |
| Corporate Stock EOY | $191,821,408 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $383,055,092 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $25,912,058 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $107,192,233 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $114,825,701 | CorporateBondsEOYFMVAmt |
| Other Investments BOY | $82,503 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $29,985,194 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $45,532,164 | OtherInvestmentsEOYFMVAmt |
| Land Bldg Equip Cost Or Other Bss | $9,178,920 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $278,306 | LandBldgEquipAccumDeprecAmt |
| Land EOY | $8,900,614 | LandEOYAmt |
| Land EOYFMV | $8,900,614 | LandEOYFMVAmt |
| Other Assets BOY | $310,397 | OtherAssetsBOYAmt |
| Other Assets EOY | $3,560 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $3,560 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $79,763,681 | TotalAssetsBOYAmt |
| Total Assets EOY | $344,322,004 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $558,736,126 | TotalAssetsEOYFMVAmt |
| Accounts Payable BOY | $55,691 | AccountsPayableBOYAmt |
| Accounts Payable EOY | $118,488 | AccountsPayableEOYAmt |
| Total Liabilities BOY | $55,691 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $118,488 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $79,707,990 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | $344,203,516 | NoDonorRstrNetAssestsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $79,707,990 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $344,203,516 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $79,763,681 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $344,322,004 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $79,707,990 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $46,476,276 | ExcessRevenueOverExpensesAmt |
| Other Increases | $218,019,250 | OtherIncreasesAmt |
| Subtotal | $344,203,516 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $344,203,516 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Property | PUBLICLY TRADED SECURITIES | PropertyDesc |
| Gross Sales Price | $125,421,170 | GrossSalesPriceAmt |
| Cost Or Other Basis | $66,918,598 | CostOrOtherBasisAmt |
| Gain Or Loss | $58,502,572 | GainOrLossAmt |
| Gains Minus Excess Or Losses | $58,502,572 | GainsMinusExcessOrLossesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $58,502,572 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $893,900 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $893,900 | SubtotalAmt |
| Tax Based On Investment Income | $893,900 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $896,882 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Total Payments And Credits | $896,882 | TotalPaymentsAndCreditsAmt |
| Overpayment | $2,982 | OverpaymentAmt |
| Applied To ES Tax | $2,982 | AppliedToESTaxAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | false | LegislativePoliticalActyInd |
| More Than100 Spent | false | MoreThan100SpentInd |
| Form1120 POL Filed | false | Form1120POLFiledInd |
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (true) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Org Report Or Register State | OH | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | false | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | false | PrivateOperatingFoundationInd |
| New Substantial Contributors | false | NewSubstantialContributorsInd |
| Own Controlled Entity | Yes (true) | OwnControlledEntityInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
| Website Address | WWW.THEJEWISHFOUNDATION.ORG | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | TERESA S HAUGHT | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 5132141204 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 8044 MONTGOMERY ROAD | AddressLine1Txt |
| City | CINCINNATI | CityNm |
| State Abbreviation | OH | StateAbbreviationCd |
| ZIP | 45236 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | false | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | false | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | false | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | false | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | Yes (true) | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | false | ActsFailToQlfyAsExceptionsInd |
| Uncorrected Prior Acts | false | UncorrectedPriorActsInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Business Holdings | false | BusinessHoldingsInd |
| Jeopardy Investments | false | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | false | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | false | InfluenceLegislationInd |
| Influence Election | false | InfluenceElectionInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Noncharitable Purpose | false | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (12 entries)
| Address Line1USAddress/AddressLine1Txt | Address Line2USAddress/AddressLine2Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|---|
| ROBERT BRANT | |||||||||
| 8044 MONTGOMERY ROAD | SUITE 516 | CINCINNATi | OH | 45236 | TRUSTEE | 3.0 | $0 | $0 | $0 |
| Bret Caller | |||||||||
| 8044 MONTGOMERY ROAD | SUITE 516 | CINCINNATI | OH | 45236 | Immediate Past President | 3.0 | $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 |
| Beth Guttman | |||||||||
| 8044 MONTGOMERY ROAD | SUITE 516 | CINCINNATI | OH | 45236 | TRUSTEE | 3.0 | $0 | $0 | $0 |
| Brian Jaffee | |||||||||
| 8044 MONTGOMERY ROAD | SUITE 516 | CINCINNATI | OH | 45236 | Executive Director | 55.0 | $343,260 | $68,021 | $702 |
| Sandra P Kaltman | |||||||||
| 8044 MONTGOMERY ROAD | SUITE 516 | CINCINNATI | OH | 45236 | Treasurer | 3.0 | $0 | $0 | $0 |
| Gloria Lipson | |||||||||
| 8044 MONTGOMERY ROAD | SUITE 516 | CINCINNATI | OH | 45236 | TRUSTEE | 3.0 | $0 | $0 | $0 |
| Leslie Newman | |||||||||
| 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 | 3.0 | $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 | 10.0 | $0 | $0 | $0 |
Compensation Highest Paid Empl CompensationHighestPaidEmplGrp (5 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee BenefitsEmployeeBenefitsAmt | Expense AccountExpenseAccountAmt |
|---|---|---|---|---|---|---|---|---|
| MICHAEL BOBERG | ||||||||
| 8044 MONTGOMERY ROAD | CINCINNATI | OH | 45236 | SNR GRANTS OFFICER | 45.0 | $128,850 | $30,255 | $0 |
| ERIC DAUER | ||||||||
| 8044 MONTGOMERY ROAD | CINCINNATI | OH | 45236 | DIR OF OPERATIONS | 45.0 | $145,550 | $22,744 | $0 |
| TERESA HAUGHT | ||||||||
| 8044 MONTGOMERY ROAD | CINCINNATI | OH | 45236 | DIRECTOR OF FINANCE | 50.0 | $187,250 | $41,478 | $0 |
| KIM NEWSTADT | ||||||||
| 8044 MONTGOMERY ROAD | CINCINNATI | OH | 45236 | DIR OF SPECIAL PROJ | 36.0 | $98,100 | $21,124 | $0 |
| LAUREN SEAL | ||||||||
| 8044 MONTGOMERY ROAD | CINCINNATI | OH | 45236 | EXEC ASST/OFFICE MGR | 45.0 | $67,850 | $27,835 | $0 |
Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp (5 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Service TypeServiceTypeTxt | CompensationCompensationAmt |
|---|---|---|---|---|---|
| Rosov Consulting LLC | |||||
| 2095 Rose Street Suite 101 | BERKLEY | CA | 947091997 | Consulting | $139,563 |
| Callan LLC | |||||
| 600 Montgomery Street Suite 800 | SAN FRANCISCO | CA | 94111 | Investment | $90,000 |
| Grosvenor Institutional Partners LP | |||||
| 900 North Michigan Avenue Suite 11 | CHICAGO | IL | 60611 | Investment | $233,482 |
| Heitman Amerian Real Estate Trust LP | |||||
| 191 NORTH WACKER DRIVE SUITE 2500 | CHICAGO | IL | 60611 | INVESTMENT | $107,911 |
| AEW Core Property Trust (US) Inc | |||||
| TWO SEAPORT LANE | BOSTON | MA | 022102021 | Investment | $105,222 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contractor Paid Over50k | 2 | ContractorPaidOver50kCnt |
Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | CONSULTANT-GUIDED STRATEGIC PLANNING FOR DAY SCHOOL AND SUPPLEMENTAL EDUCATION | Description1Txt |
| Expenses1 | $64,500 | Expenses1Amt |
| Description2 | CHARITABLE PURPOSE REAL ESTATE | Description2Txt |
| Expenses2 | $25,838 | Expenses2Amt |
| Description3 | SPECIAL INTEREST GROUP RESEARCH | Description3Txt |
| Expenses3 | $24,872 | Expenses3Amt |
| Description4 | GRANTMAKING METRICS AND EVALUATION | Description4Txt |
| Expenses4 | $22,459 | Expenses4Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sum Of Program Related Invst | SumOfProgramRelatedInvstGrp |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $504,642,037 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $705,614 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $7,820,708 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $513,168,359 | TotalFMVOfUnusedAssetsAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $513,168,359 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $7,697,525 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $505,470,834 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $25,273,542 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $25,273,542 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $893,900 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $893,900 | TotalTaxAmt |
| Distributable Before Adj | $24,379,642 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $24,379,642 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $24,379,642 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $16,847,479 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Charitable Assets Acquis Paid | $0 | CharitableAssetsAcquisPaidAmt |
| Set Aside Suitability Test | $0 | SetAsideSuitabilityTestAmt |
| Set Aside Cash Distri Test | $0 | SetAsideCashDistriTestAmt |
| Qualifying Distributions | $16,847,479 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $16,847,479 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $24,379,642 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $4,757,386 | UndistributedIncomePYAmt |
| Prior Year1 | 2018 | PriorYear1Yr |
| Prior Year2 | 2017 | PriorYear2Yr |
| Prior Year3 | 2016 | PriorYear3Yr |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr1 | $0 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $16,847,479 | QualifyingDistributionsAmt |
| Applied To Year1 | $4,757,386 | AppliedToYear1Amt |
| Treated As Distri From Corpus | $11,574,967 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $515,126 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $11,574,967 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Taxable1 | $0 | Taxable1Amt |
| Undistributed Income CY | $23,864,516 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $11,574,967 | CorpusDistri170b1EOr4942g3Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Private Operating Foundations | PrivateOperatingFoundationsGrp |
Supplementary Information SupplementaryInformationGrp
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | THE JEWISH FOUNDATION OF CINCINNATI | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 8044 MONTGOMERY ROAD SUITE 516 | AddressLine1Txt |
| City | CINCINNATI | CityNm |
| State Abbreviation | OH | StateAbbreviationCd |
| ZIP | 45236 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 5132141200 | RecipientPhoneNum |
| Form And Info And Materials | 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. | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | NO SUBMISSION DEADLINES | SubmissionDeadlinesTxt |
| Restrictions On Awards | CHARITABLE ORGANIZATIONS | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (42 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|
| American Jewish Committee | ||||||
| 312 Walnut Street Suite 1540 | Cincinnati | OH | 45202 | PC | Simon Lazarus Awards Program | $2,500 |
| B'nia B'rith Youth Organization Inc | ||||||
| 800 Eighth Street NW | Washington | DC | 20001 | PC | Teen Initiative Grant | $74,525 |
| Camp Livingston | ||||||
| 8485 Ridge Road | Cincinnati | OH | 45236 | PC | COVID Emergency Relief | $236,274 |
| Camp Livingston | ||||||
| 8485 Ridge Road | Cincinnati | OH | 45236 | PC | Scholarships | $40,000 |
| Chabad House of Cincinnati | ||||||
| PO Box 37553 | Cincinnati | OH | 45222 | PC | Scholarships and Other Programming Needs | $10,000 |
| Cincinnati Community Kollel | ||||||
| 2241 Losantiville Avenue | Cincinnati | OH | 45237 | PC | Capacity Building | $37,500 |
| Cincinnati Hebrew Day School | ||||||
| 2222 Losantiville Avenue | Cincinnati | OH | 45237 | PC | 2020/2021 Operations | $1,099,450 |
| Cincinnati Hebrew Day School | ||||||
| 2222 Losantiville Avenue | Cincinnati | OH | 45237 | PC | 2021/2022 Operations | $331,750 |
| Cincinnati Museum Center | ||||||
| 1301 Western Avenue | Cincinnati | OH | 45203 | PC | You Are Here Permanent Exhibition | $36,000 |
| Commonwealth Artists Student Theatre | ||||||
| 187 Pavilion Pkwy Ste 199 | Newport | KY | 41017 | PC | programming & Production of Paula Vogel's Indecent | $10,000 |
| Community Congregations | ||||||
| 8044 Montgomery Road Suite 516 | Cincinnati | OH | 45236 | PC | Educational Programming, Congregational Excellence, Engagement and Sustainability | $1,694,752 |
| Greater Cincinnati United Way | ||||||
| 2400 Reading Road | Cincinnati | OH | 45202 | PC | 2020 Annual Campaign | $36,000 |
| Hebrew Union College - JIR | ||||||
| 3101 Clifton Avenue | Cincinnati | OH | 45220 | PC | Jewish Foundation Rabbinic Fellows Program & Office of Recruitment/Community Engagement | $742,825 |
| Hillel Foundation at Miami University | ||||||
| 11 E Walnut Street | Oxford | OH | 45056 | PC | Director of Student Life and Student Engagement | $62,500 |
| Hillel of University of Cincinnati | ||||||
| 2615 Clifton Avenue | Cincinnati | OH | 45220 | PC | Expanding Student Engagement | $97,000 |
| ish | ||||||
| 427 Tusculum Avenue | Cincinnati | OH | 45226 | PC | 2020 Off-season Programming and 2021 Festival | $75,000 |
| ish | ||||||
| 427 Tusculum Avenue | Cincinnati | OH | 45226 | PC | Teen Initiative | $239,125 |
| Jewish Discovery Center of Ohio Inc | ||||||
| 7587 Central Parke Blvd | Mason | OH | 45040 | PC | Chai Tots Early Childhood Center COVID Emergency Relief | $15,000 |
| Jewish Discovery Center of Ohio Inc | ||||||
| 7587 Central Parke Blvd | Mason | OH | 45040 | PC | Chai Tots Early Childhood Center; Scholarships, Marketing, and Operations Support | $160,000 |
| Jewish Family Service | ||||||
| 8487 Ridge Road | Cincinnati | OH | 45236 | PC | AgeWell Cincinnati | $306,064 |
| Jewish Family Service | ||||||
| 8487 Ridge Road | Cincinnati | OH | 45236 | PC | Barbash Family Vital Support Center Operations | $117,249 |
| Jewish Family Service | ||||||
| 8487 Ridge Road | Cincinnati | OH | 45236 | PC | Strategic Planning | $39,788 |
| Jewish Federation of Cincinnati | ||||||
| 8499 Ridge Road | Cincinnati | OH | 45236 | PC | Cincy Journeys - Israel Travel and Overnight Jewish Camping | $748,641 |
| Jewish Federation of Cincinnati | ||||||
| 8499 Ridge Road | Cincinnati | OH | 45236 | PC | Jewish Cincinnati Bicentennial Programming | $250,000 |
| Jewish Federation of Cincinnati | ||||||
| 8499 Ridge Road | Cincinnati | OH | 45236 | PC | 2021 Annual Campaign Matching Contribution | $1,457,920 |
| Jewish Federation of Cincinnati | ||||||
| 8499 Ridge Road | Cincinnati | OH | 45236 | PC | Talent Management Initiative | $132,800 |
| Jewish Federation of Cincinnati | ||||||
| 8499 Ridge Road | Cincinnati | OH | 45236 | PC | "Strengthening Individual Giving Fundraising" Capacity Building Initiative | $1,086,797 |
| Jewish Federation of Cincinnati | ||||||
| 8499 Ridge Road | Cincinnati | OH | 45236 | PC | Community Buildings & Maintenance | $500,000 |
| Jewish Federation of Cincinnati | ||||||
| 8499 Ridge Road | Cincinnati | OH | 45236 | PC | SAFE Cincinnati | $478,557 |
| Jewish Federation of Cincinnati | ||||||
| 8499 Ridge Road | Cincinnati | OH | 45236 | PC | Shared Business Services | $493,000 |
| Jewish Federation of Cincinnati | ||||||
| 8499 Ridge Road | Cincinnati | OH | 45236 | PC | JCRC Leaders in Light | $85,000 |
| Jewish Federation of Cincinnati | ||||||
| 8499 Ridge Road | Cincinnati | OH | 45236 | PC | 2020 Honeymoon Israel Trip and Programming | $70,000 |
| Jewish Fertility Foundation LLC | ||||||
| 60 Lenox Pointe NE | Atlanta | GA | 30324 | PC | Cincinnati Initiative | $60,000 |
| JVS Career Services | ||||||
| 4540 Cooper Road Suite 300 | Cincinnati | OH | 45242 | PC | 2020 and 2021 Operations and Technology Support | $625,273 |
| Mayerson JCC | ||||||
| 8485 Ridge Road | Cincinnati | OH | 45236 | PC | 2021 Operations | $920,449 |
| Mayerson JCC | ||||||
| 8485 Ridge Road | Cincinnati | OH | 45236 | PC | Teen Initiative | $30,129 |
| Moishe House | ||||||
| 441 Saxony Road Barn 2 | Encinitas | CA | 92024 | PC | Operating Support for Cincinnati House | $25,000 |
| Music Hall Revitalization Company | ||||||
| 1203 Walnut Street 4th Floor | Cincinnati | OH | 45202 | PC | Music Hall Revitalization | $20,000 |
| Rockwern Academy | ||||||
| 8401 Montgomery Road | Cincinnati | OH | 45236 | PC | 2020/2021 Operations | $1,893,005 |
| Rockwern Academy | ||||||
| 8401 Montgomery Road | Cincinnati | OH | 45236 | PC | 2021/2022 Operations Support | $603,750 |
| The Wexner Foundation | ||||||
| 800 Walton Pkwy 110 | New Albany | OH | 43054 | PC | Cincinnati 2019 - 2021 Cohort | $135,000 |
| Union For Reform Judaism | ||||||
| 633 Third Avenue | New York | NY | 10017 | PC | Regional Coordinator for NFTY and Youth Congregational Outreach | $5,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $15,083,623 | TotalGrantOrContriPdDurYrAmt |
Grant Or Contri Apprv For Fut GrantOrContriApprvForFutGrp (36 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|
| American Jewish Committee | ||||||
| 312 Walnut Street Suite 1540 | CINCINNATI | OH | 45202 | PC | Simon Lazarus Awards Program | $2,500 |
| B'nia B'rith Youth Organization Inc | ||||||
| 800 Eighth Street NW | WASHINGTON | DC | 20001 | PC | Teen Initiative Grant | $1,014,750 |
| Camp Livingston | ||||||
| 8485 Ridge Road | CINCINNATI | OH | 45236 | PC | Health Center/Infirmary Match | $135,000 |
| Camp Livingston | ||||||
| 8485 Ridge Road | CINCINNATI | OH | 45236 | PC | COVID Emergency Relief | $63,726 |
| Center for Jewish Living and Learning | ||||||
| 3977 Hunt Road | CINCINNATI | OH | 45236 | PC | Friendship Circle Support | $225,000 |
| Cincinnati Hebrew Day School | ||||||
| 2222 Losantiville Avenue | CINCINNATI | OH | 45237 | PC | Fiscal Years 2022 - 2026 Operations Support | $4,860,750 |
| Cincinnati Hebrew Day School | ||||||
| 2222 Losantiville Avenue | CINCINNATI | OH | 45237 | PC | State of Ohio Security Matching Funds | $35,000 |
| Cincinnati Kollel | ||||||
| 2241 Losantiville Avenue | CINCINNATI | OH | 45237 | PC | Capacity Building | $12,500 |
| Cincinnati Museum Center | ||||||
| 1301 Western Avenue | CINCINNATI | OH | 45203 | PC | You Are Here Permanent Exhibition | $36,000 |
| Community Congregations | ||||||
| 8044 Montgomery Road | CINCINNATI | OH | 45236 | PC | Educational Programming, Congregational Excellence, Engagement and Sustainability | $3,109,920 |
| Hebrew Union College - JIR | ||||||
| 3101 Clifton Avenue | CINCINNATI | OH | 45220 | PC | Jewish Foundation Rabbinic Fellows Program & Office of Recruitment/Community Engagement | $371,412 |
| Hillel Foundation at Miami University | ||||||
| 11 E Walnut Street | OXFORD | OH | 45056 | PC | Campus Engagement Initative | $37,500 |
| Hillel of University of Cincinnati | ||||||
| 2615 Clifton Avenue | CINCINNATI | OH | 45220 | PC | Expanding Student Engagement | $141,000 |
| Holocaust & Humanity Center | ||||||
| 1301 Western Avenue Ste 201 | CINCINNATI | OH | 45203 | PC | COVID Budget Relief 2022 | $262,500 |
| ish | ||||||
| 427 Tusculum Avenue | CINCINNATI | OH | 45226 | PC | Teen Initiative | $660,875 |
| Jewish Cemeteries of Greater Cincinnati | ||||||
| 3400 Montgomery Road | CINCINNATI | OH | 45207 | PC | 2021 Capital Campaign | $1,000,000 |
| Jewish Discovery Center of Ohio Inc | ||||||
| 7587 Central Parke Blvd | MASON | OH | 45040 | PC | Chai Tots Early Childhood Center: Scholarships, Marketing, and Operations Support | $80,000 |
| Jewish Discovery Center of Ohio Inc | ||||||
| 7587 Central Parke Blvd | MASON | OH | 45040 | PC | Chai Tots Early Childhood Center COVID Emergency Relief | $15,000 |
| Jewish Family Service | ||||||
| 8499 Ridge Road | CINCINNATI | OH | 45236 | PC | AgeWell Cincinnati | $156,637 |
| Jewish Federation of Cincinnati | ||||||
| 8487 Ridge Road | CINCINNATI | OH | 45236 | PC | Congregational Teacher Salary Enhancement | $136,638 |
| Jewish Federation of Cincinnati | ||||||
| 8499 Ridge Road | CINCINNATI | OH | 45236 | PC | Create Your Own Jewish Legacy | $121,581 |
| Jewish Federation of Cincinnati | ||||||
| 8499 Ridge Road | CINCINNATI | OH | 45236 | PC | Talent Management Initiative | $203,575 |
| Jewish Federation of Cincinnati | ||||||
| 8499 Ridge Road | CINCINNATI | OH | 45236 | PC | "Strengthening Individual Giving Fundraising" Capacity Building Initiative | $3,731,646 |
| Jewish Federation of Cincinnati | ||||||
| 8499 Ridge Road | CINCINNATI | OH | 45236 | PC | Community Buildings & Maintenance | $2,631,500 |
| Jewish Federation of Cincinnati | ||||||
| 8499 Ridge Road | CINCINNATI | OH | 45236 | PC | JCRC Leaders in Light | $75,000 |
| Jewish Federation of Cincinnati | ||||||
| 8499 Ridge Road | CINCINNATI | OH | 45236 | PC | SAFE Cincinnati | $1,498,139 |
| Jewish Federation of Cincinnati | ||||||
| 8499 Ridge Road | CINCINNATI | OH | 45236 | PC | Shared Business Services | $973,500 |
| Jewish Fertility Foundation LLC | ||||||
| 60 Lenox Pointe NE | ATLANTA | GA | 30324 | PC | Cincinnati Initiative | $120,000 |
| JVS Career Services | ||||||
| 4540 Cooper Road Suite 300 | CINCINNATI | OH | 45242 | PC | April 2019 - March 2022 Operations Support | $360,716 |
| Mayerson JCC | ||||||
| 8485 Ridge Road | CINCINNATI | OH | 45236 | PC | Teen Initiative | $60,094 |
| Mayerson JCC | ||||||
| 8485 Ridge Road | CINCINNATI | OH | 45236 | PC | 2021 Operations | $284,235 |
| OneTable | ||||||
| 228 Park Avenue S Ste 77191 | NEW YORK | NY | 10003 | PC | Cincinnati Community Ambassador | $60,000 |
| Rockwern Academy | ||||||
| 8401 Montgomery Road | CINCINNATI | OH | 45236 | PC | 2021/2022 Operations | $1,861,450 |
| 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 | $125,000 |
| Wexner Foundation | ||||||
| 8000 Walton Parkway Suite 110 | NEW ALBANY | OH | 43054 | PC | Wexner Heritage Leadership Development Program | $40,000 |
| Xavier University | ||||||
| 3800 Victory Parkway | CINCINNATI | OH | 45207 | PC | Public Policy Student Leadership Trip to Israel; Eastern European Jewish Cemetery Project | $285,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Apprv Fut | $24,788,144 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fees Contracts From Govt Ag | FeesContractsFromGovtAgGrp | |
| Membership Dues And Assmnt | MembershipDuesAndAssmntGrp | |
| Int On Sav And Temp Cash Invst | IntOnSavAndTempCashInvstGrp |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business | 901101 | BusinessCd |
| Unrelated Business Taxbl Incm | $489 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | 14 | ExclusionCd |
| Exclusion | $6,600,659 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Rntl Incm Re Debt Fincd Prop | NetRntlIncmReDebtFincdPropGrp |
Net Rntl Incm Re Not Debt Fincd Prop NetRntlIncmReNotDebtFincdProp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 16 | ExclusionCd |
| Exclusion | $7,350 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Rental Income Personal Prop | NetRentalIncomePersonalPropGrp |
Other Investment Incm Part VII OtherInvestmentIncmPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $58,502,572 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gain Sales Ast Oth Than Invntry | GainSalesAstOthThanInvntryGrp | |
| Net Income Loss From Special Evt | NetIncomeLossFromSpecialEvtGrp | |
| Gross Profit Loss Sls Of Invntry | GrossProfitLossSlsOfInvntryGrp |
Other Revenue Described OtherRevenueDescribedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | OTHER REVENUE | Desc |
| Exclusion | 01 | ExclusionCd |
| Exclusion | $120 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $489 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $65,110,701 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $65,111,190 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | false | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | false | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | false | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | false | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | false | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | false | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | false | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | false | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | false | RelationshipsNonchrtblEOInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $48,615 | Amt |
| Net Investment Income | $29,169 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $19,446 | DisbursementsCharitablePrpsAmt |
Depreciation Schedule DepreciationSchedule
Distribution From Corpus Election DistributionFromCorpusElection
| Field | Value | IRS element (for citing) |
|---|---|---|
| Election | THE FOLLOWING AMOUNT REPRESENTS THE QUALIFYING DISTRIBUTION MADE TO THE JEWISH FOUNDATION OF CINCINNATI BY AN IRC 501(C)(3) ORGANIZATION AS DESCRIBED IN IRC 4942(G)(3) AND THE SUBSEQUENT OUT OF CORPUS DISTRIBUTIONS IN SATISFACTION OF REDISTRIBUTION UNDER TREAS. REG. 53.4942(A)-3(C)(2). JHSI, INC. (EIN: 31-0536670) AMOUNT RECEIVED DURING YEAR END 07/01/2021: $11,574,967 AMOUNT DISTRIBUTED BY 07/01/2021: $11,574,967 REMAINING AMOUNT TO BE DISTRIBUTED: $0 | ElectionDesc |
Expln Of Non Filing With AG Stmt ExplnOfNonFilingWithAGStmt
| Field | Value | IRS element (for citing) |
|---|---|---|
| Explanation | 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. | ExplanationTxt |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond | GLOBAL FIXED INCOME | BondNm |
| EOY Book Value | $107,192,233 | EOYBookValueAmt |
| EOYFMV | $114,825,701 | EOYFMVAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | GLOBAL EQUITY SECURITIES | StockNm |
| EOY Book Value | $191,821,408 | EOYBookValueAmt |
| EOYFMV | $383,055,092 | EOYFMVAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (4 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| HEDGE FUND OF FUNDS | FMV | $14,500,000 | $24,278,260 |
| REAL ESTATE TRUSTS | FMV | $14,382,681 | $19,110,297 |
| VENTURE CAPITAL FUNDS | FMV | $1,020,010 | $1,976,292 |
| DIVERSIFYING STRATEGIES | FMV | $82,503 | $167,315 |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL FEES | CategoryTxt |
| Legal Fees | $7,073 | LegalFeesAmt |
| Net Investment Income | $807 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $3,484 | DisbursementsCharitablePrpsAmt |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | DEPOSITS | Desc |
| BOY Book Value | $0 | BOYBookValueAmt |
| EOY Book Value | $3,560 | EOYBookValueAmt |
| EOYFMV | $3,560 | EOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (5 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| COMPUTER EXPENSE | $64,061 | $2,131 | $0 | $45,406 |
| INSURANCE | $53,919 | $0 | $0 | $53,919 |
| REAL ESTATE EXPENSES | $7,690 | $7,250 | $0 | $0 |
| MISCELLANEOUS | $151,025 | $2,505 | $0 | $152,514 |
| CHARITABLE PROGRAMMING | $167,625 | $0 | $0 | $158,800 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | OTHER INCOME | Desc |
| Revenue And Expenses Per Books | $120 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail (2 entries)
| DescDesc | AmtAmt |
|---|---|
| TRANSFER FROM JHSI | $217,785,768 |
| INVESTMENT MANAGEMENT FEE | $233,482 |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | DUE TO JHSI, INC. | Desc |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | CONSULTING FEES | CategoryTxt |
| Amt | $698,796 | Amt |
| Net Investment Income | $692,493 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $5,219 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | FEDERAL TAXES | CategoryTxt |
| Amt | $892,693 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Transfers Frm Controlled Entities TransfersFrmControlledEntities
Transfers From Controlled Ent TransfersFromControlledEntGrp
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | JHSI INC | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 8044 MONTGOMERY ROAD SUITE 516 | AddressLine1Txt |
| City | CINCINNATI | CityNm |
| State Abbreviation | OH | StateAbbreviationCd |
| ZIP | 45236 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 310536670 | EIN |
| Desc | JHSI DISSOLVED ON 7/1/2020. ALL ASSETS TRANSFERRED TO THE JEWISH FOUNDATION | Desc |
| Amt | $217,785,768 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $217,785,768 | TotalAmt |
Comments