2022-04-10T08:04:43-05:00 2021-06-30 BKD LLP 312 WALNUT STREET SUITE 3000 CINCINNATI OH 45202 990PF 2020-07-01 311451489 THE JEWISH FOUNDATION OF CINCINNATI % TERESA S HAUGHT JEWI 5132141200 8044 MONTGOMERY ROAD Suite 516 CINCINNATI OH 45236 BRIAN JAFFEE EXECUTIVE DIRECTOR 5132141204 2022-05-15 true BRIAN JAFFEE 999009999 Aaron Hershberger P00961884 5136218300 2 2020 2022-09-23 18:48:47Z X 558736126 X 0 X 6601148 6601148 7350 7350 7350 58502572 125421170 58502572 120 0 0 65111190 65111070 0 349793 3433 339828 645028 43380 579220 273282 14154 253899 7073 807 0 3484 48615 29169 0 19446 698796 692493 0 5219 892693 0 0 0 31849 123567 5539 116911 30796 637 29976 5479 246 5234 444320 11886 0 410639 3551291 801744 0 1763856 15083623 15083623 18634914 801744 0 16847479 46476276 64309326 0 831564 367706 367706 38567 5844048 5844048 35786 170402 170402 170402 6421 36839 36839 52546385 191821408 383055092 25912058 107192233 114825701 82503 29985194 45532164 9178920 278306 8900614 8900614 310397 3560 3560 79763681 344322004 558736126 55691 118488 55691 118488 X 79707990 344203516 79707990 344203516 79763681 344322004 79707990 46476276 218019250 344203516 344203516 PUBLICLY TRADED SECURITIES 125421170 66918598 58502572 58502572 58502572 893900 893900 893900 896882 0 896882 2982 2982 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 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 343260 68021 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 MICHAEL BOBERG 8044 MONTGOMERY ROAD CINCINNATI OH 45236 SNR GRANTS OFFICER 45.0 128850 30255 0 ERIC DAUER 8044 MONTGOMERY ROAD CINCINNATI OH 45236 DIR OF OPERATIONS 45.0 145550 22744 0 TERESA HAUGHT 8044 MONTGOMERY ROAD CINCINNATI OH 45236 DIRECTOR OF FINANCE 50.0 187250 41478 0 KIM NEWSTADT 8044 MONTGOMERY ROAD CINCINNATI OH 45236 DIR OF SPECIAL PROJ 36.0 98100 21124 0 LAUREN SEAL 8044 MONTGOMERY ROAD CINCINNATI OH 45236 EXEC ASST/OFFICE MGR 45.0 67850 27835 0 Rosov Consulting LLC 2095 Rose Street Suite 101 BERKLEY CA 947091997 Consulting 139563 Callan LLC 600 Montgomery Street Suite 800 SAN FRANCISCO CA 94111 Investment 90000 Grosvenor Institutional Partners LP 900 North Michigan Avenue Suite 11 CHICAGO IL 60611 Investment 233482 Heitman Amerian Real Estate Trust LP 191 NORTH WACKER DRIVE SUITE 2500 CHICAGO IL 60611 INVESTMENT 107911 AEW Core Property Trust (US) Inc TWO SEAPORT LANE BOSTON MA 022102021 Investment 105222 2 CONSULTANT-GUIDED STRATEGIC PLANNING FOR DAY SCHOOL AND SUPPLEMENTAL EDUCATION 64500 CHARITABLE PURPOSE REAL ESTATE 25838 SPECIAL INTEREST GROUP RESEARCH 24872 GRANTMAKING METRICS AND EVALUATION 22459 504642037 705614 7820708 513168359 0 513168359 7697525 505470834 25273542 25273542 893900 893900 24379642 24379642 24379642 16847479 0 0 0 0 16847479 0 16847479 24379642 4757386 2018 2017 2016 0 0 0 16847479 4757386 11574967 515126 0 0 0 11574967 0 0 23864516 11574967 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 B'nia B'rith Youth Organization Inc 800 Eighth Street NW Washington DC 20001 PC Teen Initiative Grant 74525 Camp Livingston 8485 Ridge Road Cincinnati OH 45236 PC COVID Emergency Relief 236274 Camp Livingston 8485 Ridge Road Cincinnati OH 45236 PC Scholarships 40000 Chabad House of Cincinnati PO Box 37553 Cincinnati OH 45222 PC Scholarships and Other Programming Needs 10000 Cincinnati Community Kollel 2241 Losantiville Avenue Cincinnati OH 45237 PC Capacity Building 37500 Cincinnati Hebrew Day School 2222 Losantiville Avenue Cincinnati OH 45237 PC 2020/2021 Operations 1099450 Cincinnati Hebrew Day School 2222 Losantiville Avenue Cincinnati OH 45237 PC 2021/2022 Operations 331750 Cincinnati Museum Center 1301 Western Avenue Cincinnati OH 45203 PC You Are Here Permanent Exhibition 36000 Commonwealth Artists Student Theatre 187 Pavilion Pkwy Ste 199 Newport KY 41017 PC programming & Production of Paula Vogel's Indecent 10000 Community Congregations 8044 Montgomery Road Suite 516 Cincinnati OH 45236 PC Educational Programming, Congregational Excellence, Engagement and Sustainability 1694752 Greater Cincinnati United Way 2400 Reading Road Cincinnati OH 45202 PC 2020 Annual Campaign 36000 Hebrew Union College - JIR 3101 Clifton Avenue Cincinnati OH 45220 PC Jewish Foundation Rabbinic Fellows Program & Office of Recruitment/Community Engagement 742825 Hillel Foundation at Miami University 11 E Walnut Street Oxford OH 45056 PC Director of Student Life and Student Engagement 62500 Hillel of University of Cincinnati 2615 Clifton Avenue Cincinnati OH 45220 PC Expanding Student Engagement 97000 ish 427 Tusculum Avenue Cincinnati OH 45226 PC 2020 Off-season Programming and 2021 Festival 75000 ish 427 Tusculum Avenue Cincinnati OH 45226 PC Teen Initiative 239125 Jewish Discovery Center of Ohio Inc 7587 Central Parke Blvd Mason OH 45040 PC Chai Tots Early Childhood Center COVID Emergency Relief 15000 Jewish Discovery Center of Ohio Inc 7587 Central Parke Blvd Mason OH 45040 PC Chai Tots Early Childhood Center; Scholarships, Marketing, and Operations Support 160000 Jewish Family Service 8487 Ridge Road Cincinnati OH 45236 PC AgeWell Cincinnati 306064 Jewish Family Service 8487 Ridge Road Cincinnati OH 45236 PC Barbash Family Vital Support Center Operations 117249 Jewish Family Service 8487 Ridge Road Cincinnati OH 45236 PC Strategic Planning 39788 Jewish Federation of Cincinnati 8499 Ridge Road Cincinnati OH 45236 PC Cincy Journeys - Israel Travel and Overnight Jewish Camping 748641 Jewish Federation of Cincinnati 8499 Ridge Road Cincinnati OH 45236 PC Jewish Cincinnati Bicentennial Programming 250000 Jewish Federation of Cincinnati 8499 Ridge Road Cincinnati OH 45236 PC 2021 Annual Campaign Matching Contribution 1457920 Jewish Federation of Cincinnati 8499 Ridge Road Cincinnati OH 45236 PC Talent Management Initiative 132800 Jewish Federation of Cincinnati 8499 Ridge Road Cincinnati OH 45236 PC "Strengthening Individual Giving Fundraising" Capacity Building Initiative 1086797 Jewish Federation of Cincinnati 8499 Ridge Road Cincinnati OH 45236 PC Community Buildings & Maintenance 500000 Jewish Federation of Cincinnati 8499 Ridge Road Cincinnati OH 45236 PC SAFE Cincinnati 478557 Jewish Federation of Cincinnati 8499 Ridge Road Cincinnati OH 45236 PC Shared Business Services 493000 Jewish Federation of Cincinnati 8499 Ridge Road Cincinnati OH 45236 PC JCRC Leaders in Light 85000 Jewish Federation of Cincinnati 8499 Ridge Road Cincinnati OH 45236 PC 2020 Honeymoon Israel Trip and Programming 70000 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 2020 and 2021 Operations and Technology Support 625273 Mayerson JCC 8485 Ridge Road Cincinnati OH 45236 PC 2021 Operations 920449 Mayerson JCC 8485 Ridge Road Cincinnati OH 45236 PC Teen Initiative 30129 Moishe House 441 Saxony Road Barn 2 Encinitas CA 92024 PC Operating Support for Cincinnati House 25000 Music Hall Revitalization Company 1203 Walnut Street 4th Floor Cincinnati OH 45202 PC Music Hall Revitalization 20000 Rockwern Academy 8401 Montgomery Road Cincinnati OH 45236 PC 2020/2021 Operations 1893005 Rockwern Academy 8401 Montgomery Road Cincinnati OH 45236 PC 2021/2022 Operations Support 603750 The Wexner Foundation 800 Walton Pkwy 110 New Albany OH 43054 PC Cincinnati 2019 - 2021 Cohort 135000 Union For Reform Judaism 633 Third Avenue New York NY 10017 PC Regional Coordinator for NFTY and Youth Congregational Outreach 5000 15083623 American Jewish Committee 312 Walnut Street Suite 1540 CINCINNATI OH 45202 PC Simon Lazarus Awards Program 2500 B'nia B'rith Youth Organization Inc 800 Eighth Street NW WASHINGTON DC 20001 PC Teen Initiative Grant 1014750 Camp Livingston 8485 Ridge Road CINCINNATI OH 45236 PC Health Center/Infirmary Match 135000 Camp Livingston 8485 Ridge Road CINCINNATI OH 45236 PC COVID Emergency Relief 63726 Center for Jewish Living and Learning 3977 Hunt Road CINCINNATI OH 45236 PC Friendship Circle Support 225000 Cincinnati Hebrew Day School 2222 Losantiville Avenue CINCINNATI OH 45237 PC Fiscal Years 2022 - 2026 Operations Support 4860750 Cincinnati Hebrew Day School 2222 Losantiville Avenue CINCINNATI OH 45237 PC State of Ohio Security Matching Funds 35000 Cincinnati Kollel 2241 Losantiville Avenue CINCINNATI OH 45237 PC Capacity Building 12500 Cincinnati Museum Center 1301 Western Avenue CINCINNATI OH 45203 PC You Are Here Permanent Exhibition 36000 Community Congregations 8044 Montgomery Road CINCINNATI OH 45236 PC Educational Programming, Congregational Excellence, Engagement and Sustainability 3109920 Hebrew Union College - JIR 3101 Clifton Avenue CINCINNATI OH 45220 PC Jewish Foundation Rabbinic Fellows Program & Office of Recruitment/Community Engagement 371412 Hillel Foundation at Miami University 11 E Walnut Street OXFORD OH 45056 PC Campus Engagement Initative 37500 Hillel of University of Cincinnati 2615 Clifton Avenue CINCINNATI OH 45220 PC Expanding Student Engagement 141000 Holocaust & Humanity Center 1301 Western Avenue Ste 201 CINCINNATI OH 45203 PC COVID Budget Relief 2022 262500 ish 427 Tusculum Avenue CINCINNATI OH 45226 PC Teen Initiative 660875 Jewish Cemeteries of Greater Cincinnati 3400 Montgomery Road CINCINNATI OH 45207 PC 2021 Capital Campaign 1000000 Jewish Discovery Center of Ohio Inc 7587 Central Parke Blvd MASON OH 45040 PC Chai Tots Early Childhood Center: Scholarships, Marketing, and Operations Support 80000 Jewish Discovery Center of Ohio Inc 7587 Central Parke Blvd MASON OH 45040 PC Chai Tots Early Childhood Center COVID Emergency Relief 15000 Jewish Family Service 8499 Ridge Road CINCINNATI OH 45236 PC AgeWell Cincinnati 156637 Jewish Federation of Cincinnati 8487 Ridge Road CINCINNATI OH 45236 PC Congregational Teacher Salary Enhancement 136638 Jewish Federation of Cincinnati 8499 Ridge Road CINCINNATI OH 45236 PC Create Your Own Jewish Legacy 121581 Jewish Federation of Cincinnati 8499 Ridge Road CINCINNATI OH 45236 PC Talent Management Initiative 203575 Jewish Federation of Cincinnati 8499 Ridge Road CINCINNATI OH 45236 PC "Strengthening Individual Giving Fundraising" Capacity Building Initiative 3731646 Jewish Federation of Cincinnati 8499 Ridge Road CINCINNATI OH 45236 PC Community Buildings & Maintenance 2631500 Jewish Federation of Cincinnati 8499 Ridge Road CINCINNATI OH 45236 PC JCRC Leaders in Light 75000 Jewish Federation of Cincinnati 8499 Ridge Road CINCINNATI OH 45236 PC SAFE Cincinnati 1498139 Jewish Federation of Cincinnati 8499 Ridge Road CINCINNATI OH 45236 PC Shared Business Services 973500 Jewish Fertility Foundation LLC 60 Lenox Pointe NE ATLANTA GA 30324 PC Cincinnati Initiative 120000 JVS Career Services 4540 Cooper Road Suite 300 CINCINNATI OH 45242 PC April 2019 - March 2022 Operations Support 360716 Mayerson JCC 8485 Ridge Road CINCINNATI OH 45236 PC Teen Initiative 60094 Mayerson JCC 8485 Ridge Road CINCINNATI OH 45236 PC 2021 Operations 284235 OneTable 228 Park Avenue S Ste 77191 NEW YORK NY 10003 PC Cincinnati Community Ambassador 60000 Rockwern Academy 8401 Montgomery Road CINCINNATI OH 45236 PC 2021/2022 Operations 1861450 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 125000 Wexner Foundation 8000 Walton Parkway Suite 110 NEW ALBANY OH 43054 PC Wexner Heritage Leadership Development Program 40000 Xavier University 3800 Victory Parkway CINCINNATI OH 45207 PC Public Policy Student Leadership Trip to Israel; Eastern European Jewish Cemetery Project 285000 24788144 901101 489 14 6600659 16 7350 18 58502572 OTHER REVENUE 01 120 489 65110701 65111190 false false false false false false false false false false ACCOUNTING FEES 48615 29169 19446 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 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 107192233 114825701 GLOBAL EQUITY SECURITIES 191821408 383055092 HEDGE FUND OF FUNDS FMV 14500000 24278260 REAL ESTATE TRUSTS FMV 14382681 19110297 VENTURE CAPITAL FUNDS FMV 1020010 1976292 DIVERSIFYING STRATEGIES FMV 82503 167315 LEGAL FEES 7073 807 3484 DEPOSITS 0 3560 3560 COMPUTER EXPENSE 64061 2131 0 45406 INSURANCE 53919 0 0 53919 REAL ESTATE EXPENSES 7690 7250 0 0 MISCELLANEOUS 151025 2505 0 152514 CHARITABLE PROGRAMMING 167625 0 0 158800 OTHER INCOME 120 0 0 TRANSFER FROM JHSI 217785768 INVESTMENT MANAGEMENT FEE 233482 DUE TO JHSI, INC. CONSULTING FEES 698796 692493 0 5219 FEDERAL TAXES 892693 0 0 0 JHSI INC 8044 MONTGOMERY ROAD SUITE 516 CINCINNATI OH 45236 310536670 JHSI DISSOLVED ON 7/1/2020. ALL ASSETS TRANSFERRED TO THE JEWISH FOUNDATION 217785768 217785768