2026-03-25T14:13:37+00:00 2025-06-30 440160260 Forvis Mazars LLP 312 Walnut Street Suite 3000 Cincinnati OH 45202 990PF 2024-07-01 311451489 The Jewish Foundation of Cincinnati JEWI 5132141200 8044 Montgomery Road Suite 516 Cincinnati OH 45236 Brian Jaffee Chief Executive Officer 2026-03-25 true Aaron Hershberger P00961884 5136218300 2026-02-16 2024 2025-03-06 01:10:19Z X 546025519 X 0 X 0 0 0 9161060 9161060 0 2777 2777 0 2777 35369964 35369964 0 0 0 0 0 146267 0 0 44680068 44533801 0 400010 12000 0 385100 997544 86580 0 913874 453089 30239 0 419460 39343 12109 0 30220 42750 25650 0 17100 1604560 1549541 0 2108 0 0 0 0 595300 0 0 0 27775 0 0 121542 5865 0 115677 125644 2289 0 121809 5603 253 0 4992 647348 9391 0 627043 5060508 1733917 0 2637383 22975137 22975137 28035645 1733917 0 25612520 16644423 42799884 0 459328 510384 510384 4169859 1392192 1392192 0 0 39012 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 67619 51338 51338 0 0 0 179470840 185203492 351789450 106954911 119681161 117648177 0 0 0 0 0 0 0 50148368 61622236 73513766 1073663 155982 4816524 917681 917681 195528 202531 202531 346321989 369581015 546025519 137130 203000 0 0 0 0 0 0 0 0 137130 203000 X 346184859 369378015 0 0 0 0 0 0 0 0 346184859 369378015 346321989 369581015 346184859 16644423 6548733 369378015 0 369378015 Publicly Traded Securities P 43485316 0 12363195 31122121 0 31122121 Money Market P 44029247 0 44029247 0 0 0 Real Estate Investment P 8118911 0 3871068 4247843 0 4247843 35369964 594918 0 594918 594918 598028 0 598028 3110 3110 0 false false false false true true true false true true OH false false false true false true WWW.THEJEWISHFOUNDATION.ORG TERESA HAUGHT 5132141204 8044 MONTGOMERY ROAD SUITE 516 CINCINNATI OH 45236 false false false false true false false false false false false false false false false false false false false false false false Adam Symson 8044 Montgomery Road Cincinnati OH 45236 Trustee 2.00 0 0 0 Guy Peri 8044 Montgomery Road Cincinnati OH 45236 Trustee 2.00 0 0 0 Ronna Schneider 8044 Montgomery Road Cincinnati OH 45236 Trustee 2.00 0 0 0 Walter H Solomon 8044 Montgomery Road Cincinnati OH 45236 Board Chairperson 5.00 0 0 0 Ernesto Levy 8044 Montgomery Road Cincinnati OH 45236 Trustee 2.00 0 0 0 Tedd Friedman 8044 Montgomery Road Cincinnati OH 45236 Trustee 2.00 0 0 0 Ed Frankel 8044 Montgomery Road Cincinnati OH 45236 VP of Investments 4.00 0 0 0 Rachel Faust 8044 Montgomery Road Cincinnati OH 45236 Secretary 2.00 0 0 0 Sandra P Kaltman 8044 Montgomery Road Cincinnati OH 45236 TREASURER AND FINANCE & AUDIT COMMITTEE CHAIRPERSON 3.00 0 0 0 Brian Jaffee 8044 Montgomery Road Suite 516 Cincinnati OH 45236 Chief Executive Officer 55.00 397100 102881 1374 Debbie Brant 8044 Montgomery Road Cincinnati OH 45236 Trustee 2.00 0 0 0 Robert Kahn MD 8044 Montgomery Road Cincinnati OH 45236 Trustee 2.00 0 0 0 Danniell Nadiv 8044 Montgomery Road Cincinnati OH 45236 Chief Prog Officer 50.00 208000 69818 0 Kim Newstadt 8044 Montgomery Road Cincinnati OH 45236 DIR RESEARCH / LEARN 40.00 142000 57132 0 Lauren Seal 8044 Montgomery Road Cincinnati OH 45236 SR EXECUTIVE ASST 40.00 114592 27786 0 Chloe Ifrergan 8044 Montgomery Road Cincinnati OH 45236 Program Offcer 40.00 82500 19020 0 Teresa Haught 8044 Montgomery Road Cincinnati OH 45236 CFO 50.00 240500 75273 0 2 Adams Street Partners LLC One North Wacker Drive Suite 2700 Chicago IL 606062823 Investment 477484 Callan LLC 1 Bush Street San Francisco CA 94104 Investment 225000 Rosov Consulting LLC 2095 Rose Street Suite 101 Berkley CA 947091997 Consulting 166143 Atlas Enhanced Fund Ltd c/0 SSC Fund Services Cayman Ltd 45 Market Street Ste 3205 2nd FL Gardenia Court Camana Bay George Town, Gran CJ KY19003 Investment 154049 Trive Capital 2021 McKinney Avenue Suite 1200 Dallas TX 75201 INVESTMENT 141922 8 GRANTMAKING METRICS & EVALUATION 170794 ENGAGING FAMILIES WITH YOUNG CHILDREN 106184 ENHANCED MENTAL HEALTH WELLBEING 56740 CHARITABLE PURPOSE REAL ESTATE 22611 0 522604211 534931 193987 523333129 0 523333129 7849997 515483132 25774157 25774157 594918 0 594918 25179239 146267 25325506 0 25325506 25612520 0 0 0 0 25612520 25325506 23397508 2020 0 0 0 0 0 0 0 25612520 23397508 0 0 2215012 0 0 0 0 0 0 23110494 0 0 0 0 0 0 0 0 NOT APPLICABLE NOT APPLICABLE 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. DATE DETERMINES ON WHICH BOARD DOCKET THE GRANT PROPOSAL IS REVIEWED. CHARITABLE ORGANIZATIONS PRIMARILY IN THE GREATER CINCINNATI AREA. Academic Engagement Network 1100 17th Street NW Suite 700 Washington DC 20036 NONE PC UC Faculty Delegation to Israel 2025 50000 B'nai B'rith Youth Organization Inc 800 Eighth Street NW Washington DC 20001 NONE PC Cincinnati Teen Initiative Grant 250000 Bon Secours Mercy Health Foundation 1701 Mercy Health Pl Cincinnati OH 45237 NONE PC Jewish Hospital Pastoral Education Program 25000 Camp Livingston 8485 Ridge Road Cincinnati OH 45236 NONE PC 2023 - 2025 Operating Support 144242 Center for Jewish Living & Learn Inc 3977 Hunt Road Cincinnati OH 45236 NONE PC Friendship Circle JLI Israel Trip Subsidy 55500 Chabad at Miami University 111 E Spring Street Oxford OH 45056 NONE PC Campus Engagement 25000 Cincinnati Ballet Company Inc 1801 Gilbert Avenue Cincinnati OH 45202 NONE PC "Our Story" Production Ancillary Events 48435 Cincinnati Community Kollel 2241 Losantiville Avenue Cincinnati OH 45237 NONE PC Capacity Building Grant 100000 Cincinnati Hebrew Day School 2222 Losantiville Avenue Cincinnati OH 45237 NONE PC 2022 - 2026 Operating Support Emergency Request: HVAC Needs 1494250 Cincinnati Opera Association 1243 Elm Street Cincinnati OH 45202 NONE PC Fiddler on the Roof Production 75000 Community Congregations 8044 Montgomery Road Suite 516 Cincinnati OH 45236 NONE PC Operating Grants 1743380 Greater Cincinnati Foundation 720 E Pete Rose Way Suite 120 Cincinnati OH 45202 NONE PC HEY! Regional Youth Mental Well-Being Strategy 100000 Hillel Foundation at Miami University 11 E Walnut Street Oxford OH 45056 NONE PC Campus Engagement Staffing 70000 Hillel of University of Cincinnati 2615 Clifton Avenue Cincinnati OH 45220 NONE PC Campus Outreach Initiative October 7th Vigil Security 150823 Isaac M Wise Temple 8329 Ridge Road Cincinnati OH 45236 NONE PC Home Base Grant 16135 ish 6144 Grand Vista Cincinnati OH 45213 NONE PC Birds of a Feather 15500 Community Shares of Greater Cincinnati 315 W Court Street Cincinnati OH 45202 NONE PC elech 15000 Jewfolk Media Inc 2909 S Wayzata Blvd Minneapolis MN 55495 NONE PC Cincy Jewfolk Operating Support 50000 Jewish Cemeteries of Greater Cincinnati 3400 Montgomery Road Cincinnati OH 45207 NONE PC Capital Campaign Grant 200000 Jewish Discovery Center of Ohio Inc 7587 Central Parke Blvd Mason OH 45040 NONE PC Chai Tots Early Childhood Center Operating Support ECE Professional Development 212000 Jewish Family Service 9395 Kenwood Road Suite 100 Cincinnati OH 45242 NONE PC K'vod Operating Support Youth Mental Health Expansion Initiative 1991437 Jewish Federation of Cincinnati 8499 Ridge Road Cincinnati OH 45236 NONE PC Cincy Journeys - Israel Travel and Overnight Jewish Camping 2025 Annual Campaign Matching Contribution Connecting Community Priorities to Philanthropy Operating Grant Talent Management Initiative "Strengthening Individual Giving Fundraising" Capacity Building Initiative Community Buildings & Maintenance SAFE Cincinnati Shared Business Services Indigent Burial Fund 8228288 Jewish Fertility Foundation LLC 60 Lenox Pointe NE Atlanta GA 30324 NONE PC Cincinnati Initiative Pathway to Parenthood 57500 Judaism Unbound 4914 Cooper Road Cincinnati OH 45242 NONE PC Judaism Inbound: Fostering a Sense of Jewish Belonging 40000 JVS - Careers 4540 Cooper Road Suite 300 Cincinnati OH 45242 NONE PC Operating Support 301500 Lachey Arts 5517 Fair Lane Cincinnati OH 45227 NONE PC label.less 2025 Production 25000 Mayerson JCC 8485 Ridge Road Cincinnati OH 45236 NONE PC Operating Support Short-term Capital needs Campus Repairs - Rockdale Temple Jewish Community Night at the Reds ECE Professional Development JLIVE Expansion 2910335 Mem Global 5802 Monroe Road Charlotte NC 28212 NONE PC Operating Support for Cincinnati House 45000 Rabbinical Yeshiva of Cincinnati 1863 Section Road Cincinnati OH 45237 NONE PC Scholarships Grant 36000 Rockwern Academy 8401 Montgomery Road Cincinnati OH 45236 NONE PC 2025 and 2026 Operating Support Division of Adulting ECE Professional Development 4184812 School Board School 4089 S Langland Street Cincinnati OH 45202 NONE PC Meeting Demand & Expanding our Impact 50000 Shelanu 8501 Ridge Avenue Cincinnati OH 45236 NONE PC Operating Support 75000 Shabbat Project Inc 228 Park Avenue South Suite 77191 New York NY 10003 NONE PC Cincy OneTable Operating Grant 60000 theatre dybbuk PO Box 292576 Los Angeles CA 90029 NONE PC Residency at Mayerson JCC 50000 The Civics Center a project of Community Partners 1000 N Almeda Street Suite 240 Los Angeles CA 90012 NONE PC Southwest Ohio Expansion Support 25000 United Way of Greater Cincinnati 2400 Reading Road Cincinnati OH 45202 NONE PC 211 Program Support 30000 University of Cincinnati Foundation PO Box 19970 Cincinnati OH 45219 NONE PC Shared Hebrew Instructor for HUC-JIR Cincinnati and University of Cincinnati 25000 22975137 B'nai B'rith Youth Organization Inc 800 Eighth Street NW Washington DC 20001 None PC Teen Initiative Grant 425000 Bon Secours Mercy Health Foundation 1701 Mercy Health Place Cincinnati OH 45237 None PC Jewish Hospital Pastoral Education Program 50000 Camp Livingston 8485 Ridge Road Cincinnati OH 45236 None PC 2023 - 2025 Operating Support 72121 Cincinnati Community Kollel 2241 Losantiville Avenue Cincinnati OH 45237 None PC Scholars Support (2023 -2025) 50000 Cincinnati Hebrew Day School 2222 Losantiville Avenue Cincinnati OH 45237 None PC Fiscal Years 2022 - 2026 Operations Support Emergency Request HVAC Replacement 1950000 Cincinnati Museum Center 1301 Western Avenue Cincinnati OH 45203 None PC Auschwitz: Not long ago. Not far away. 100000 Community Congregations 8044 Montgomery Road Suite 516 Cincinnati OH 45236 None PC 2024 - 2026 Operating Support 2502100 Community Shares of Greater Cincinnati 315 W Court Street Cincinnati OH 45202 None PC Birds of a Feather Operating Support elech Operating Renewal 30500 Greater Cincinnati Foundation 720 E Pete Rose Way Suite 120 Cincinnati OH 45202 None PC HEY! Regional Youth Mental Well-Being Strategy 100000 Hillel Foundation at Miami University 11 E Walnut Street Oxford OH 45056 None PC Campus Engagement Staffing 2025-2026 70000 Hillel of University of Cincinnati 2615 Clifton Avenue Cincinnati OH 45220 None PC Campus Engagement 346000 Jewish Cemeteries of Greater Cincinnati 3400 Montgomery Road Cincinnati OH 45207 None PC 2021 Capital Campaign 200000 Jewish Discovery Center of Ohio Inc 7587 Central Parke Blvd Mason OH 45040 None PC 2024 - 2025 Operating Support 210000 Jewish Family Service 9395 Kenwood Road Suite 100 Cincinnati OH 45242 None PC 2025 Operating Support Youth Mental Health 2588983 Jewish Federation of Cincinnati 8499 Ridge Road Cincinnati OH 45236 None PC Talent Management Initiative Connecting Community Priorities to Philanthropy Operating Grant Community Buildings & Maintenance SAFE Cincinnati Shared Business Services 2025 Annual Campaign Matches 18269628 Jewish Fertility Foundation LLC 60 Lenox Pointe NE Atlanta GA 30324 None PC Cincinnati Initiative 45000 JVS Careers 4540 Cooper Road Suite 300 Cincinnati OH 45242 None PC 2025 Operating Support 172500 Mayerson JCC 8485 Ridge Road Cincinnati OH 45236 None PC 2025 Operating Support Campus Repairs - Rockdale Temple JLIVE Expansion 740522 Mem Global 5802 Monroe Road Charlotte NC 28212 None PC Cincinnati Houses 90000 Rockwern Academy 8401 Montgomery Road Cincinnati OH 45236 None PC 2026 - 2028 Operating Support Division of Adulting 2024 - 2025 9665000 Shabbat Project Inc 228 Park Ave S Suite 77191 New York NY 10003 None PC OneTable Cincinnati Community Ambassador 2025-2027 150000 Shelanu 8501 Ridge Avenue Cincinnati OH 45236 None PC Operating Support 99000 University of Cinti Judaic Studies Dept 51 Goodman Street PO Box 19970 Cincinnati OH 45219 None PC Shared Modern Hebrew instructor for HUC-JIR Cincinnati and University of Cincinnati 25000 Xavier University 3800 Victory Parkway Cincinnati OH 45207 None PC Public Policy Student Leadership Trips to Israel 225000 38176354 14 9161060 16 2777 901101 -104567 18 35474531 Recoveries of Qualifying Distributions 146267 -104567 44638368 146267 44680068 false false false false false false false false false false ACCOUNTING FEES 42750 25650 0 17100 PP&E 27775 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 119681161 117648177 GLOBAL EQUITY SECURITIES 185203492 351789450 HEDGE FUNDS FMV 25000000 29812878 REAL ESTATE TRUSTS FMV 25488049 30324729 PRIVATE CAPITAL FMV 11134187 13376159 PPE 1073663 155982 917681 917681 LEGAL FEES 39343 12109 0 30220 INTEREST RECEIVABLE 195528 202531 202531 COMPUTER EXPENSE 74650 3374 0 66552 INSURANCE 57426 0 0 57426 REAL ESTATE EXPENSES 1458 1458 0 0 CHARITABLE PROGRAMMING 427151 0 0 420671 MISCELLANEOUS 86663 4559 0 82394 Recoveries of Qualifying Distributions 146267 0 0 REALIZED GAIN ON IN-KIND SHARE TRANSFER 6289899 INVESTMENT MANAGEMENT FEES 258834 CONSULTING FEES 1604560 1549541 0 2108 FEDERAL TAXES 595100 0 0 0 STATE FILING FEE 200 0 0 0