BETA

FOUNDATION FOR CINCINNATI JEWISH SENIORS: Form 990PF, tax year 2024

View the entire original 990 at ProPublica ↗

Organization
FOUNDATION FOR CINCINNATI JEWISH SENIORS (EIN 31-1345871)
Tax period
2024-01-01 to 2024-12-31
Filed
2025-10-13
IRS object ID
202532869349100508
Schema version
2024v5.2
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 ReturnHeader

FieldValueIRS element (for citing)
Return2025-10-13T07:59:52-07:00ReturnTs
Tax Period End2024-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN451869055PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1Coworth Financial Services LLCBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line111155 Kenwood Rd Ste 6DAddressLine1Txt
CityCincinnatiCityNm
State AbbreviationOHStateAbbreviationCd
ZIP45242ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2024-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN311345871EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1Foundation for Cincinnati Jewish SeniorsBusinessNameLine1Txt
Business Name Line2formerly Jewish Home of Cincinnati IncBusinessNameLine2Txt
FieldValueIRS element (for citing)
Business Name ControlFOUNBusinessNameControlTxt
Phone5132352801PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line18485 Ridge RoadAddressLine1Txt
CityCincinnatiCityNm
State AbbreviationOHStateAbbreviationCd
ZIP45236ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonNina PerlovePersonNm
Person TitleExecutive Dir.PersonTitleTxt
Signature2025-10-13SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd
FieldValueIRS element (for citing)
IRS Responsible Prty Info CurrYes (true)IRSResponsiblePrtyInfoCurrInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonKevin L HolmesPreparerPersonNm
PTINP00227061PTIN
Phone5136735469PhoneNum
FieldValueIRS element (for citing)
Tax2024TaxYr
Build TS2025-03-06 01:10:19ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Initial Return Former Pub ChrtyYes (X)InitialReturnFormerPubChrtyInd
Name ChangeYes (X)NameChangeInd
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$38,864,204FMVAssetsEOYAmt
Method Of Accounting AccrualYes (X)MethodOfAccountingAccrualInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$8,556ContriRcvdRevAndExpnssAmt
Interest On Sav Rev And Expnss$1,477,116InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$1,477,116InterestOnSavNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss-$40,322NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$600,000GrossSalesPriceAmt
Other Income Rev And Expnss$1,088OtherIncomeRevAndExpnssAmt
Other Income Net Invst Incm$1,088OtherIncomeNetInvstIncmAmt
Total Rev And Expnss$1,446,438TotalRevAndExpnssAmt
Total Net Invst Incm$1,478,204TotalNetInvstIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$122,344CompOfcrDirTrstRevAndExpnssAmt
Comp Ofcr Dir Trst Net Invst Incm$2,447CompOfcrDirTrstNetInvstIncmAmt
Comp Ofcr Dir Trst Dsbrs Chrtbl$115,763CompOfcrDirTrstDsbrsChrtblAmt
Legal Fees Dsbrs Chrtbl$847LegalFeesDsbrsChrtblAmt
Accounting Fees Rev And Expnss$22,712AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$2,275AccountingFeesNetInvstIncmAmt
Accounting Fees Chrtbl Prps$24,528AccountingFeesChrtblPrpsAmt
Other Prof Fees Rev And Expnss$90,578OtherProfFeesRevAndExpnssAmt
Other Prof Fees Net Invst Incm$87,953OtherProfFeesNetInvstIncmAmt
Other Prof Fees Dsbrs Chrtbl$2,628OtherProfFeesDsbrsChrtblAmt
Taxes Rev And Expnss$26,124TaxesRevAndExpnssAmt
Taxes Net Invst Incm$122TaxesNetInvstIncmAmt
Taxes Dsbrs Chrtbl$6,002TaxesDsbrsChrtblAmt
Occupancy Rev And Expnss$15,115OccupancyRevAndExpnssAmt
Occupancy Net Invst Incm$302OccupancyNetInvstIncmAmt
Occupancy Dsbrs Chrtbl$14,692OccupancyDsbrsChrtblAmt
Trav Conf Meeting Rev And Expnss$7,119TravConfMeetingRevAndExpnssAmt
Trav Conf Meeting Net Invst Incm$142TravConfMeetingNetInvstIncmAmt
Trav Conf Meeting Dsbrs Chrtbl$7,144TravConfMeetingDsbrsChrtblAmt
Printing And Pub Rev And Expnss$357PrintingAndPubRevAndExpnssAmt
Printing And Pub Net Invst Incm$7PrintingAndPubNetInvstIncmAmt
Printing And Pub Dsbrs Chrtbl$350PrintingAndPubDsbrsChrtblAmt
Other Expenses Rev And Expnss$313,179OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$4,865OtherExpensesNetInvstIncmAmt
Other Expenses Dsbrs Chrtbl$263,230OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$597,528TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$98,113TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$435,184TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$741,302ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$894,514ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$1,338,830TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$98,113TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$1,329,698TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses$107,608ExcessRevenueOverExpensesAmt
Net Investment Income$1,380,091NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$321,799CashBOYAmt
Cash EOY$381,631CashEOYAmt
Cash EOYFMV$381,631CashEOYFMVAmt
Sav And Temp Cash Invst BOY$2,933,326SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$1,490,252SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$1,490,252SavAndTempCashInvstEOYFMVAmt
Prepaid Expenses BOY$8,316PrepaidExpensesBOYAmt
Prepaid Expenses EOY$12,171PrepaidExpensesEOYAmt
Prepaid Expenses EOYFMV$12,171PrepaidExpensesEOYFMVAmt
Corporate Stock BOY$30,717,367CorporateStockBOYAmt
Corporate Stock EOY$34,439,946CorporateStockEOYAmt
Corporate Stock EOYFMV$34,439,946CorporateStockEOYFMVAmt
Corporate Bonds BOY$1,001,407CorporateBondsBOYAmt
Corporate Bonds EOY$2,015,599CorporateBondsEOYAmt
Corporate Bonds EOYFMV$2,015,599CorporateBondsEOYFMVAmt
Other Investments BOY$210,672OtherInvestmentsBOYAmt
Other Investments EOY$149,605OtherInvestmentsEOYAmt
Other Investments EOYFMV$149,605OtherInvestmentsEOYFMVAmt
Other Assets EOY$375,000OtherAssetsEOYAmt
Other Assets EOYFMV$375,000OtherAssetsEOYFMVAmt
Total Assets BOY$35,192,887TotalAssetsBOYAmt
Total Assets EOY$38,864,204TotalAssetsEOYAmt
Total Assets EOYFMV$38,864,204TotalAssetsEOYFMVAmt
Accounts Payable BOY$244,458AccountsPayableBOYAmt
Accounts Payable EOY$93,259AccountsPayableEOYAmt
Other Liabilities BOY$1OtherLiabilitiesBOYAmt
Other Liabilities EOY$1OtherLiabilitiesEOYAmt
Total Liabilities BOY$244,459TotalLiabilitiesBOYAmt
Total Liabilities EOY$93,260TotalLiabilitiesEOYAmt
Organization Follows FASB117Yes (X)OrganizationFollowsFASB117Ind
No Donor Rstr Net Assests BOY$30,478,317NoDonorRstrNetAssestsBOYAmt
No Donor Rstr Net Assests EOY$33,724,122NoDonorRstrNetAssestsEOYAmt
Donor Rstr Net Assets BOY$4,470,111DonorRstrNetAssetsBOYAmt
Donor Rstr Net Assets EOY$5,046,822DonorRstrNetAssetsEOYAmt
Tot Net Ast Or Fund Balances BOY$34,948,428TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$38,770,944TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$35,192,887TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$38,864,204TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$34,948,428TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses$107,608ExcessRevenueOverExpensesAmt
Other Increases$3,714,908OtherIncreasesAmt
Subtotal$38,770,944SubtotalAmt
Tot Net Ast Or Fund Balances EOY$38,770,944TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp

FieldValueIRS element (for citing)
PropertyPublicly Traded SecuritiesPropertyDesc
How AcquiredPHowAcquiredCd
Acquired2020-01-01AcquiredDt
Sold2024-12-31SoldDt
Gross Sales Price$600,000GrossSalesPriceAmt
Cost Or Other Basis$640,322CostOrOtherBasisAmt
Gain Or Loss-$40,322GainOrLossAmt
Gains Minus Excess Or Losses-$40,322GainsMinusExcessOrLossesAmt
FieldValueIRS element (for citing)
Capital Gain Net Income-$40,322CapitalGainNetIncomeAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$19,183InvestmentIncomeExciseTaxAmt
Subtotal$19,183SubtotalAmt
Tax Based On Investment Income$19,183TaxBasedOnInvestmentIncomeAmt
Extsn Request Income Tax Paid$40,000ExtsnRequestIncomeTaxPaidAmt
Total Payments And Credits$40,000TotalPaymentsAndCreditsAmt
Form2220 AttachedYes (X)Form2220AttachedInd
Es Penalty$910EsPenaltyAmt
Overpayment$19,907OverpaymentAmt
Applied To ES Tax$19,907AppliedToESTaxAmt

Statements Regarding Acty StatementsRegardingActyGrp

FieldValueIRS element (for citing)
Legislative Political ActyfalseLegislativePoliticalActyInd
More Than100 SpentfalseMoreThan100SpentInd
Form1120 POL FiledfalseForm1120POLFiledInd
Activities Not Previously RptfalseActivitiesNotPreviouslyRptInd
Changes To Articles Or BylawsYes (true)ChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over LimitfalseUnrelatedBusIncmOverLimitInd
Organization Dissolved EtcfalseOrganizationDissolvedEtcInd
Section508e Rqr SatisfiedYes (true)Section508eRqrSatisfiedInd
At Least5000 In AssetsYes (true)AtLeast5000InAssetsInd
Org Report Or Register StateOHOrgReportOrRegisterStateCd
Form990 PF Filed With Atty GenfalseForm990PFFiledWithAttyGenInd
Private Operating FoundationfalsePrivateOperatingFoundationInd
New Substantial ContributorsfalseNewSubstantialContributorsInd
Own Controlled EntityfalseOwnControlledEntityInd
Donor Advised FundYes (true)DonorAdvisedFundInd
Comply With Public Insp RqrYes (true)ComplyWithPublicInspRqrInd
Website Addresswww.jhcseniors.orgWebsiteAddressTxt

Persons With Books Name PersonsWithBooksName

FieldValueIRS element (for citing)
Business Name Line1Nina PerloveBusinessNameLine1Txt
FieldValueIRS element (for citing)
Phone5132352801PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line18485 Ridge RoadAddressLine1Txt
CityCincinnatiCityNm
State AbbreviationOHStateAbbreviationCd
ZIP45236ZIPCd
FieldValueIRS element (for citing)
Foreign Accounts QuestionfalseForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

FieldValueIRS element (for citing)
Sale Or Exch Disqualified PrsnfalseSaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified PrsnfalseBrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified PrsnfalseFurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified PrsnYes (true)PayCompDisqualifiedPrsnInd
Transfer Ast Disqualified PrsnfalseTransferAstDisqualifiedPrsnInd
Payment To Government OfficialfalsePaymentToGovernmentOfficialInd
Acts Fail To Qlfy As ExceptionsfalseActsFailToQlfyAsExceptionsInd
Uncorrected Prior ActsfalseUncorrectedPriorActsInd
Undistributed Income PYfalseUndistributedIncomePYInd
Business HoldingsfalseBusinessHoldingsInd
Jeopardy InvestmentsfalseJeopardyInvestmentsInd
Uncorrected PY Jeopardy InvstfalseUncorrectedPYJeopardyInvstInd
Influence LegislationfalseInfluenceLegislationInd
Influence ElectionfalseInfluenceElectionInd
Grants To IndividualsfalseGrantsToIndividualsInd
Grants To OrganizationsfalseGrantsToOrganizationsInd
Noncharitable PurposefalseNoncharitablePurposeInd
Rcv Fnds To Pay Prsnl Bnft CntrctfalseRcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft CntrctfalsePayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter TransfalseProhibitedTaxShelterTransInd
Subj To Tax Rmnrtn Ex Prcht PymtfalseSubjToTaxRmnrtnExPrchtPymtInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (21 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
Patti Heldman
8485 Ridge RoadCincinnatiOH45236Board Member1.00$0
Steve Mombach
8485 Ridge RoadCincinnatiOH45236Board Member1.00$0
Abbie Youkilis
8485 Ridge RoadCincinnatiOH45236Board Member1.00$0
Gary Blachman
8485 Ridge RoadCincinnatiOH45236Board Member1.00$0
Fran Coleman
8485 Ridge RoadCincinnatiOH45236Board Member1.00$0
Josh Harkavy
8485 Ridge RoadCincinnatiOH45236Board Member1.00$0
Elliot Polsky
8485 Ridge RoadCincinnatiOH45236Board Member1.00$0
Bill Freedman
8485 Ridge RoadCincinnatiOH45236Board Member1.00$0
Beth Guttman
8485 Ridge RoadCincinnatiOH45236Treasurer2.00$0
Alan Eichner
8485 Ridge RoadCincinnatiOH45236Chairman2.00$0
Tovah Kirschner
8485 Ridge RoadCincinnatiOH45236Secretary2.00$0
Sally Korkin
8485 Ridge RoadCincinnatiOH45236Board Member1.00$0
Dr Jeanne Schmerler
8485 Ridge RoadCincinnatiOH45236Board Member1.00$0
Dr Jeffrey Zipkin MD
8485 Ridge RoadCincinnatiOH45236Board Member1.00$0
Jan Frankel
8485 Ridge RoadCincinnatiOH45236Past Chairman1.00$0
Chad Levin
8485 Ridge RoadCincinnatiOH45236Secretary2.00$0
Nina Perlove
8485 Ridge RoadCincinnatiOH45236Executive Dir.40.00$122,344$480
Vallie Freeman
8485 Ridge RoadCincinnatiOH45236Board Member1.00$0
John Silverman
8485 Ridge RoadCincinnatiOH45236Board Member1.00$0
Barb Reed
8485 Ridge RoadCincinnatiOH45236Board Member1.00$0
Bob Brant
8485 Ridge RoadCincinnatiOH45236Treasurer2.00$0
FieldValueIRS element (for citing)
Comp Of Hghst Pd Empl Or NONENONECompOfHghstPdEmplOrNONETxt

Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1Charles Schwab & Co IncBusinessNameLine1Txt

US Address USAddress

FieldValueIRS element (for citing)
Address Line17835 Kenwood RoadAddressLine1Txt
CityCincinnatiCityNm
State AbbreviationOHStateAbbreviationCd
ZIP45236ZIPCd
FieldValueIRS element (for citing)
Service TypeInvestment ServicesServiceTypeTxt
Compensation$87,899CompensationAmt

Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp

FieldValueIRS element (for citing)
Description1Form 990, Part I, Line 1 - Organization Mission or Significant ActivitiesJewish Home of Cincinnati, Inc. exists to support Greater Cincinnati JewishSeniors by investing in innovative services and programs that will allow them to feel they have connected, fulfilled lives. We provide funds to nonprofits for projects aligning with focus areas including:Reducing Social IsolationSupporting CaregiversIntergenerational ConnectionsFood Insecurity and/or Access to Kosher FoodAffordable HousingDescription1Txt
Expenses1$1,329,698Expenses1Amt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$37,133,613AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$173,400AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$641,531FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$37,948,544TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Adjusted Total FMV Of Unused Ast$37,948,544AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$569,228CashDeemedCharitableAmt
Net Vl Noncharitable Assets$37,379,316NetVlNoncharitableAssetsAmt
Minimum Investment Return$1,868,966MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$1,868,966MinimumInvestmentReturnAmt
Tax Based On Investment Income$19,183TaxBasedOnInvestmentIncomeAmt
Total Tax$19,183TotalTaxAmt
Distributable Before Adj$1,849,783DistributableBeforeAdjAmt
Distributable Before Ded$1,849,783DistributableBeforeDedAmt
Distributable As Adjusted$1,849,783DistributableAsAdjustedAmt

PF Qualifying Distributions PFQualifyingDistributionsGrp

FieldValueIRS element (for citing)
Expenses And Contributions$1,329,698ExpensesAndContributionsAmt
Qualifying Distributions$1,329,698QualifyingDistributionsAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$1,849,783DistributableAsAdjustedAmt
Qualifying Distributions$1,329,698QualifyingDistributionsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$1,329,698AppliedToCurrentYearAmt
Undistributed Income CY$520,085UndistributedIncomeCYAmt

Supplementary Information SupplementaryInformationGrp

Application Submission Info ApplicationSubmissionInfoGrp

FieldValueIRS element (for citing)
Recipient PersonJewish Home of Cincinnati IncRecipientPersonNm

Recipient US Address RecipientUSAddress

FieldValueIRS element (for citing)
Address Line18485 Ridge RoadAddressLine1Txt
CityCincinnatiCityNm
State AbbreviationOHStateAbbreviationCd
ZIP45236ZIPCd
FieldValueIRS element (for citing)
Recipient Phone5137663359RecipientPhoneNum
Form And Info And MaterialsA "Letter of Inquiry" must be submitted to Jewish Home of Cincinnati, Inc. Our website provides the appropriate form. If awarded, the grantee must also sign a "Grant Agreement" (provided by Jewish Home of Cincinnati, Inc.) and Form W-9.Upon completion of the program/project, a "Final Report" (provided by Jewish Home of Cincinnati, Inc.) must be submitted.FormAndInfoAndMaterialsTxt
Submission DeadlinesA deadline is established with each separate request.SubmissionDeadlinesTxt
Restrictions On AwardsThe following are ineligible for funding:Individuals;Projects for political purposes, capital campaigns or for-profit ventures;Projects for which expenses are generally covered by insurance or governmental programs.RestrictionsOnAwardsTxt

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (20 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
Adath Israel Congregation
3201 E Galbraith RoadCincinnatiOH45236UnrelatedPCProgram Support.$5,000
Amberley Village Police Department
7149 Ridge AvenueCincinnatiOH45237UnrelatedGOVProgram Support.$80,000
Cincinnati Ballet Company
1801 Gilbert AvenueCincinnatiOH45202UnrelatedPCProgram Support.$5,000
Cincinnati Community Kollel
2241 Losantiville AvenueCincinnatiOH45237UnrelatedPCProgram Support.$20,000
Golf Manor Synagogue
6442 Stover AvenueCincinnatiOH45237UnrelatedPCProgram Support.$20,000
Greater Cincinnati Television Educ
1223 Central ParkwayCincinnatiOH45214UnrelatedPCProgram Support.$2,500
Isaac M Wise Temple
8329 Ridge RoadCincinnatiOH45236UnrelatedPCProgram Support.$10,000
ISH Festival
4089 S Langland StreetCincinnatiOH45223UnrelatedPCProgram Support.$17,000
Jewish Community Center of Cincinna
8485 Ridge RoadCincinnatiOH45236UnrelatedPCProgram Support.$157,000
Jewish Education for Every Person
1995 Section RoadCincinnatiOH45237UnrelatedPCProgram Support.$31,000
Jewish Family Services
8487 Ridge RoadCincinnatiOH45237UnrelatedPCProgram Support.$242,302
Jewish Federation of Cincinnati
8499 Ridge RoadCincinnatiOH45236UnrelatedPCProgram Support.$25,000
Klau Library
3101 Clifton AvenueCincinnatiOH45220UnrelatedPCProgram Support.$30,000
Mercy Health Foundation
615 Elsinore PlaceCincinnatiOH45202UnrelatedPCReturn of Program Support Grant.-$25,000
Nancy and David Wolf Holocaust Cent
1301 Western AvenueCincinnatiOH45203UnrelatedPCProgram Support.$36,000
Pro Seniors Inc
7162 Reading Road 1150CincinnatiOH45237UnrelatedPCProgram Support.$5,000
Rockdale Temple
8501 Ridge RoadCincinnatiOH45236UnrelatedPCProgram Support.$35,000
Rockwern Academy
8401 Montgomery RoadCincinnatiOH45236UnrelatedPCProgram Support.$10,000
Jewish Family Services
8487 Ridge RoadCincinnatiOH45237UnrelatedPCProgram Support.$30,000
Skirball Museum
3101 Clifton AvenueCincinnatiOH45220UnrelatedPCProgram Support.$5,500
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$741,302TotalGrantOrContriPdDurYrAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$1,477,116ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion-$40,322ExclusionAmt

Other Revenue Described OtherRevenueDescribedGrp

FieldValueIRS element (for citing)
DescOtherDesc
Exclusion1ExclusionCd
Exclusion$1,088ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Exclusion$1,437,882ExclusionAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$1,437,882TotalIncomeProducingActyAmt

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

FieldValueIRS element (for citing)
Trnsfr Of Cash To Nonchrtbl EOfalseTrnsfrOfCashToNonchrtblEOInd
Trnsfr Other Asset Nonchrtbl EOfalseTrnsfrOtherAssetNonchrtblEOInd
Sales Or Exchanges Of AssetsfalseSalesOrExchangesOfAssetsInd
Purchase Of Assets Nonchrtbl EOfalsePurchaseOfAssetsNonchrtblEOInd
Rental Of Facilities Oth AssetsfalseRentalOfFacilitiesOthAssetsInd
Reimbursement ArrangementsfalseReimbursementArrangementsInd
Loans Or Loan GuaranteesfalseLoansOrLoanGuaranteesInd
Performance Of Services EtcfalsePerformanceOfServicesEtcInd
Sharing Of Facilities EtcfalseSharingOfFacilitiesEtcInd
Relationships Nonchrtbl EOfalseRelationshipsNonchrtblEOInd

Schedule B IRS990ScheduleB

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
General RuleYes (X)GeneralRuleInd

Contributor Information ContributorInformationGrp

FieldValueIRS element (for citing)
Contributor1ContributorNum
Contributor PersonRose W Drucker TrustContributorPersonNm

Contributor US Address ContributorUSAddress

FieldValueIRS element (for citing)
Address Line1PO Box 630858AddressLine1Txt
CityCincinnatiCityNm
State AbbreviationOHStateAbbreviationCd
ZIP45263ZIPCd
FieldValueIRS element (for citing)
Total Contributions$5,634TotalContributionsAmt
Person ContributionYes (X)PersonContributionInd

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

FieldValueIRS element (for citing)
CategoryAccounting FeesCategoryTxt
Amt$22,712Amt
Net Investment Income$2,275NetInvestmentIncomeAmt
Adjusted Net Income$0AdjustedNetIncomeAmt
Disbursements Charitable Prps$24,528DisbursementsCharitablePrpsAmt

Contractor Compensation Expln ContractorCompensationExpln

Contractor Comp Expln ContractorCompExplnGrp

Contractor Business Name ContractorBusinessName

FieldValueIRS element (for citing)
Business Name Line1Charles Schwab & Co IncBusinessNameLine1Txt
FieldValueIRS element (for citing)
ExplanationCharles Schwab provides investment services to the organization.ExplanationTxt

Expln Of Non Filing With AG Stmt ExplnOfNonFilingWithAGStmt

FieldValueIRS element (for citing)
ExplanationThe organization is not required to file Form 990PF with the State of Ohio; instead, an annual registration is required which includes information from Form 990PF.ExplanationTxt

Legal Fees Schedule LegalFeesSchedule

Legal Fees LegalFeesGrp

FieldValueIRS element (for citing)
Net Investment Income$0NetInvestmentIncomeAmt
Adjusted Net Income$0AdjustedNetIncomeAmt
Disbursements Charitable Prps$847DisbursementsCharitablePrpsAmt

Other Assets Schedule OtherAssetsSchedule

Other Assets Schedule OtherAssetsScheduleGrp

FieldValueIRS element (for citing)
DescFine Art and TorahsDesc
EOY Book Value$375,000EOYBookValueAmt
EOYFMV$375,000EOYFMVAmt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (15 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
Advertising$2,432$49$2,383
Annual Registration Fee$200$4$100
Charitable Program Expenses$199,659$3,993$220,527
Computer Software$2,102$42$2,040
Employee Benefits$480$10$470
Insurance$21,912$438$21,474
Meetings Internal$3,726$75$3,770
Membership Dues$6,137$123$6,014
Miscellaneous Charity$785$16$769
Net LIfe Insurance Premiums and Value$70,037
Network, Website Fees$1,949$39$1,910
Outreach Events$185$4$181
Postage$154$3$151
Sponsorship Fees$2,580$52$2,528
Supplies$841$17$913

Other Income Schedule2 OtherIncomeSchedule2

Other Income Detail OtherIncomeDetail

FieldValueIRS element (for citing)
DescOtherDesc
Revenue And Expenses Per Books$1,088RevenueAndExpensesPerBooksAmt

Other Increases Schedule OtherIncreasesSchedule

Other Increases Detail OtherIncreasesDetail

FieldValueIRS element (for citing)
DescRoundingDesc
Amt$2Amt

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail (3 entries)

CategoryCategoryTxtAmtAmtNet Investment IncomeNetInvestmentIncomeAmtAdjusted Net IncomeAdjustedNetIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
Bank Fees$1,879$38$0$1,841
Investment Fees$87,899$87,899$0$0
Payroll Fees$800$16$0$787

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail (2 entries)

CategoryCategoryTxtAmtAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
Excise Tax$20,000
Payroll Tax$6,124$122$6,002

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