JEWISH FOUNDATION OF CINCINNATI: Form 990PF, tax year 2022
View the entire original 990 at ProPublica ↗
- Organization
- JEWISH FOUNDATION OF CINCINNATI (EIN 31-1451489)
- Tax period
- 2022-07-01 to 2023-06-30
- Filed
- 2024-04-04
- IRS object ID
- 202420959349101007
- Schema version
- 2022v5.0
- 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
- Schedule B
- 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 Expenses Schedule
- Other Income Schedule2
- Other Increases Schedule
- Other Liabilities Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2024-04-04T15:35:39-05:00 | ReturnTs |
| Tax Period End | 2023-06-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | FORVIS 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 | 2022-07-01 | 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 | CEO | PersonTitleTxt |
| Phone | 5132141204 | PhoneNum |
| Signature | 2024-05-15 | 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 | 2022 | TaxYr |
| Build TS | 2023-04-26 12:10:37Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $474,210,820 | 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 | $240,500 | ContriRcvdRevAndExpnssAmt |
| Dividends Rev And Expnss | $9,622,786 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $9,622,786 | DividendsNetInvstIncmAmt |
| Gross Rents Rev And Expnss | $7,650 | GrossRentsRevAndExpnssAmt |
| Gross Rents Net Invst Incm | $7,650 | GrossRentsNetInvstIncmAmt |
| Net Rental Income Or Loss | $7,650 | NetRentalIncomeOrLossAmt |
| Net Gain Sale Ast Rev And Expnss | $17,927,713 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $134,164,487 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $17,927,713 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $13 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $0 | OtherIncomeNetInvstIncmAmt |
| Other Income Adj Net Incm | $0 | OtherIncomeAdjNetIncmAmt |
| Total Rev And Expnss | $27,798,662 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $27,558,149 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $0 | TotalAdjNetIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $358,000 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $7,160 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Adj Net Incm | $0 | CompOfcrDirTrstAdjNetIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $350,840 | CompOfcrDirTrstDsbrsChrtblAmt |
| Oth Empl Slrs Wgs Rev And Expnss | $782,995 | OthEmplSlrsWgsRevAndExpnssAmt |
| Oth Empl Slrs Wgs Net Invst Incm | $56,112 | OthEmplSlrsWgsNetInvstIncmAmt |
| Oth Empl Slrs Wgs Adj Net Incm | $0 | OthEmplSlrsWgsAdjNetIncmAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $717,643 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Pension Empl Bnft Rev And Expnss | $339,568 | PensionEmplBnftRevAndExpnssAmt |
| Pension Empl Bnft Net Invst Incm | $21,191 | PensionEmplBnftNetInvstIncmAmt |
| Pension Empl Bnft Adj Net Incm | $0 | PensionEmplBnftAdjNetIncmAmt |
| Pension Empl Bnft Dsbrs Chrtbl | $318,331 | PensionEmplBnftDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $36,840 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $25,838 | LegalFeesNetInvstIncmAmt |
| Legal Fees Adj Net Incm | $0 | LegalFeesAdjNetIncmAmt |
| Legal Fees Dsbrs Chrtbl | $5,816 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $37,600 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $22,560 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $0 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $15,040 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $862,427 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $811,395 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Adj Net Incm | $0 | OtherProfFeesAdjNetIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $46,782 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $373,280 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $0 | TaxesNetInvstIncmAmt |
| Taxes Adj Net Incm | $0 | TaxesAdjNetIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Deprec And Dpltn Rev And Expnss | $15,705 | DeprecAndDpltnRevAndExpnssAmt |
| Occupancy Rev And Expnss | $125,192 | OccupancyRevAndExpnssAmt |
| Occupancy Net Invst Incm | $6,457 | OccupancyNetInvstIncmAmt |
| Occupancy Adj Net Incm | $0 | OccupancyAdjNetIncmAmt |
| Occupancy Dsbrs Chrtbl | $118,734 | OccupancyDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $44,108 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Net Invst Incm | $2,368 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Adj Net Incm | $0 | TravConfMeetingAdjNetIncmAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $41,492 | TravConfMeetingDsbrsChrtblAmt |
| Printing And Pub Rev And Expnss | $4,829 | PrintingAndPubRevAndExpnssAmt |
| Printing And Pub Net Invst Incm | $249 | PrintingAndPubNetInvstIncmAmt |
| Printing And Pub Adj Net Incm | $0 | PrintingAndPubAdjNetIncmAmt |
| Printing And Pub Dsbrs Chrtbl | $4,619 | PrintingAndPubDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $1,131,444 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $121,380 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Adj Net Incm | $0 | OtherExpensesAdjNetIncmAmt |
| Other Expenses Dsbrs Chrtbl | $1,056,675 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $4,111,988 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $1,074,710 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $2,675,972 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $23,108,108 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $23,111,071 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $27,220,096 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $1,074,710 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $25,787,043 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $578,566 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $26,483,439 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $938,339 | CashBOYAmt |
| Cash EOY | $131,337 | CashEOYAmt |
| Cash EOYFMV | $131,337 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $1,448,756 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $5,908,948 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $5,908,948 | SavAndTempCashInvstEOYFMVAmt |
| Acct Rcvbl | $82,961 | AcctRcvblAmt |
| Acct Rcvbl BOY | $2,961 | AcctRcvblBOYAmt |
| Acct Rcvbl EOY | $82,961 | AcctRcvblEOYAmt |
| Acct Rcvbl EOYFMV | $82,961 | AcctRcvblEOYFMVAmt |
| Grants Receivable BOY | $243,393 | GrantsReceivableBOYAmt |
| Grants Receivable EOY | $240,500 | GrantsReceivableEOYAmt |
| Grants Receivable EOYFMV | $240,500 | GrantsReceivableEOYFMVAmt |
| Other Nts And Loans Rcvbl | $210,725 | OtherNtsAndLoansRcvblAmt |
| Other Nts And Loans Rcvbl BOY | $194,176 | OtherNtsAndLoansRcvblBOYAmt |
| Other Nts And Loans Rcvbl EOY | $210,725 | OtherNtsAndLoansRcvblEOYAmt |
| Other Nts And Loans Rcvbl EOYFMV | $210,725 | OtherNtsAndLoansRcvblEOYFMVAmt |
| Prepaid Expenses BOY | $41,582 | PrepaidExpensesBOYAmt |
| Prepaid Expenses EOY | $50,897 | PrepaidExpensesEOYAmt |
| Prepaid Expenses EOYFMV | $50,897 | PrepaidExpensesEOYFMVAmt |
| Corporate Stock BOY | $191,059,173 | CorporateStockBOYAmt |
| Corporate Stock EOY | $180,700,009 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $305,219,902 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $107,124,590 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $108,050,059 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $100,368,088 | CorporateBondsEOYFMVAmt |
| Other Investments BOY | $34,674,149 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $46,531,207 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $54,578,567 | OtherInvestmentsEOYFMVAmt |
| Land Bldg Equip Cost Or Other Bss | $7,528,435 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $109,540 | LandBldgEquipAccumDeprecAmt |
| Land BOY | $8,517,074 | LandBOYAmt |
| Land EOY | $7,418,895 | LandEOYAmt |
| Land EOYFMV | $7,418,895 | LandEOYFMVAmt |
| Total Assets BOY | $344,244,193 | TotalAssetsBOYAmt |
| Total Assets EOY | $349,325,538 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $474,210,820 | TotalAssetsEOYFMVAmt |
| Accounts Payable BOY | $176,808 | AccountsPayableBOYAmt |
| Accounts Payable EOY | $159,186 | AccountsPayableEOYAmt |
| Total Liabilities BOY | $176,808 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $159,186 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $344,067,385 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | $349,166,352 | NoDonorRstrNetAssestsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $344,067,385 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $349,166,352 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $344,244,193 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $349,325,538 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $344,067,385 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $578,566 | ExcessRevenueOverExpensesAmt |
| Other Increases | $4,520,401 | OtherIncreasesAmt |
| Subtotal | $349,166,352 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $349,166,352 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (3 entries)
| PropertyPropertyDesc | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|
| PUBLICLY TRADED SECURITIES | $131,870,941 | $115,052,383 | $16,818,558 | $16,818,558 |
| DIVERSIFYING STRATEGIES | $258,736 | $14,323 | $244,413 | $244,413 |
| INVESTMENT REAL ESTATE | $2,034,810 | $1,170,068 | $864,742 | $864,742 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $17,927,713 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $368,120 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $368,120 | SubtotalAmt |
| Tax Based On Investment Income | $368,120 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $450,500 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Total Payments And Credits | $450,500 | TotalPaymentsAndCreditsAmt |
| Overpayment | $82,380 | OverpaymentAmt |
| Applied To ES Tax | $82,380 | 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 | Yes (true) | 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 STE 516 | 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 |
|---|---|---|---|---|---|---|---|---|---|
| Bret Caller | |||||||||
| 8044 MONTGOMERY ROAD | Suite 516 | Cincinnati | OH | 45236 | Immediate Past President | 3.0 | $0 | $0 | $0 |
| Rachel Faust | |||||||||
| 8044 MONTGOMERY ROAD | Suite 516 | Cincinnati | OH | 45236 | TRUSTEE | 2.0 | $0 | $0 | $0 |
| Arna Poupko Fisher | |||||||||
| 8044 MONTGOMERY ROAD | Suite 516 | Cincinnati | OH | 45236 | TRUSTEE | 3.0 | $0 | $0 | $0 |
| Ed Frankel | |||||||||
| 8044 MONTGOMERY ROAD | Suite 516 | Cincinnati | OH | 45236 | VP of Investments | 3.0 | $0 | $0 | $0 |
| Brian Jaffee | |||||||||
| 8044 MONTGOMERY ROAD | Suite 516 | Cincinnati | OH | 45236 | Chief Executive Officer | 55.0 | $358,000 | $75,753 | $1,293 |
| Sandra P Kaltman | |||||||||
| 8044 MONTGOMERY ROAD | Suite 516 | Cincinnati | OH | 45236 | TREASURER, FINANCE/AUDIT CHAIR | 3.0 | $0 | $0 | $0 |
| Gloria Lipson | |||||||||
| 8044 MONTGOMERY ROAD | SUITE 516 | Cincinnati | OH | 45236 | TRUSTEE | 3.0 | $0 | $0 | $0 |
| Guy Peri | |||||||||
| 8044 MONTGOMERY ROAD | Suite 516 | Cincinnati | OH | 45236 | SECRETARY | 2.0 | $0 | $0 | $0 |
| Ronna Schneider | |||||||||
| 8044 MONTGOMERY ROAD | Suite 516 | Cincinnati | OH | 45236 | TRUSTEE | 2.0 | $0 | $0 | $0 |
| Walter H Solomon | |||||||||
| 8044 MONTGOMERY ROAD | SUITE 516 | Cincinnati | OH | 45236 | TRUSTEE | 3.0 | $0 | $0 | $0 |
| John Stein | |||||||||
| 8044 MONTGOMERY ROAD | SUITE 516 | Cincinnati | OH | 45236 | PRESIDENT | 8.0 | $0 | $0 | $0 |
| Adam Symson | |||||||||
| 8044 MONTGOMERY ROAD | SUITE 516 | CINCINNATI | OH | 45236 | TRUSTEE | 2.0 | $0 | $0 | $0 |
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 | DIR IMPACT ASSESS | 45.0 | $135,200 | $27,684 | $0 |
| ERIC DAUER | ||||||||
| 8044 MONTGOMERY ROAD | CINCINNATI | OH | 45236 | DIR OF OPERATIONS | 45.0 | $233,185 | $37,306 | $0 |
| TERESA HAUGHT | ||||||||
| 8044 MONTGOMERY ROAD | CINCINNATI | OH | 45236 | DIRECTOR OF FINANCE | 50.0 | $220,000 | $54,185 | $0 |
| KIM NEWSTADT | ||||||||
| 8044 MONTGOMERY ROAD | CINCINNATI | OH | 45236 | DIR RESEARCH & LEARN | 45.0 | $130,000 | $42,457 | $0 |
| LAUREN SEAL | ||||||||
| 8044 MONTGOMERY ROAD | CINCINNATI | OH | 45236 | EXEC ASST/OFFICE MGR | 45.0 | $73,850 | $25,058 | |
Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp (5 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Service TypeServiceTypeTxt | CompensationCompensationAmt |
|---|---|---|---|---|---|
| Grosvenor Institutional Partners LP | |||||
| 900 North Michigan Avenue Suite 11 | CHICAGO | IL | 60611 | INVESTMENT | $134,352 |
| Callan LLC | |||||
| 600 Montgomery Street | SAN FRANCISCO | CA | 94111 | Investment | $150,000 |
| Heitman AmeRICA Real Estate Trust LP | |||||
| 191 North Wacker Drive Suite 2500 | CHICAGO | IL | 60611 | Investment | $150,352 |
| Rosov Consulting LLC | |||||
| 2095 Rose Street Suite 101 | BERKLEY | CA | 947091997 | Consulting | $209,621 |
| AEW Core Property Trust (US) Inc | |||||
| Two Seaport Lane | BOSTON | MA | 022102021 | Investment | $122,274 |
Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | CONSULTANT GUIDED STRATEGIC PLANNING FOR DAY SCHOOLS AND SUPPLEMENTAL EDUCATION | Description1Txt |
| Expenses1 | $92,127 | Expenses1Amt |
| Description2 | GRANTMAKING METRICS AND EVALUATION | Description2Txt |
| Expenses2 | $191,246 | Expenses2Amt |
| Description3 | REFLECT CINCY INNOVATIVE FUNDING PROCESS | Description3Txt |
| Expenses3 | $86,814 | Expenses3Amt |
| Description4 | CHARITABLE PURPOSE REAL ESTATE | Description4Txt |
| Expenses4 | $405,029 | 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 | $451,635,300 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $668,993 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $14,129,451 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $466,433,744 | TotalFMVOfUnusedAssetsAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $466,433,744 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $6,996,506 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $459,437,238 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $22,971,862 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $22,971,862 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $368,120 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $368,120 | TotalTaxAmt |
| Distributable Before Adj | $22,603,742 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $22,603,742 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $22,603,742 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $25,787,043 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Charitable Assets Acquis Paid | $67,152 | CharitableAssetsAcquisPaidAmt |
| Set Aside Suitability Test | $0 | SetAsideSuitabilityTestAmt |
| Set Aside Cash Distri Test | $0 | SetAsideCashDistriTestAmt |
| Qualifying Distributions | $25,854,195 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $22,603,742 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $25,285,103 | UndistributedIncomePYAmt |
| Prior Year1 | 2020 | PriorYear1Yr |
| Prior Year2 | 2019 | PriorYear2Yr |
| Prior Year3 | 2018 | PriorYear3Yr |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr1 | $0 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $25,854,195 | QualifyingDistributionsAmt |
| Applied To Year1 | $25,285,103 | AppliedToYear1Amt |
| Treated As Distri From Corpus | $243,393 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $325,699 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $243,393 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Taxable1 | $0 | Taxable1Amt |
| Undistributed Income CY | $22,278,043 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $243,393 | 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 (61 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|
| Action Tank | ||||||
| 880 Rue De La Paix Apt 5 | Cincinnati | OH | 452201024 | PC | City Council Night Class | $27,500 |
| B'nai B'rith Youth Organization Inc | ||||||
| 800 Eighth Street NW | Washington | DC | 20001 | PC | Cincinnati Teen Initiative Grant | $338,250 |
| Camp Livingston | ||||||
| 8485 Ridge Road | Cincinnati | OH | 45236 | PC | Annual Campaign Match | $25,000 |
| Camp Livingston | ||||||
| 8485 Ridge Road | Cincinnati | OH | 45236 | PC | 2022 Scholarships | $40,000 |
| Camp Livingston | ||||||
| 8485 Ridge Road | Cincinnati | OH | 45236 | PC | Young Adult Weekend | $5,000 |
| Camp Livingston | ||||||
| 8485 Ridge Road | Cincinnati | OH | 45236 | PC | 2023 - 2025 Operating Support | $72,121 |
| Center for Jewish Living & Learning Inc | ||||||
| 3977 Hunt Road | Cincinnati | OH | 45236 | PC | Friendship Circle | $75,000 |
| Cincinnati Community Kollel | ||||||
| 2241 Losantiville Avenue | Cincinnati | OH | 45237 | PC | Capacity Building Grant | $50,000 |
| Cincinnati Community Kollel | ||||||
| 2241 Losantiville Avenue | Cincinnati | OH | 45237 | PC | Young Adult Ambassadorship (Reflect Cincy) | $23,500 |
| Cincinnati Hebrew Day School | ||||||
| 2222 Losantiville Avenue | Cincinnati | OH | 45237 | PC | 2022 - 2026 Operating Support | $887,062 |
| Cincinnati Institute of Fine Arts | ||||||
| 20 E Central Parkway Ste 200 | Cincinnati | OH | 45202 | PC | Truth and Reconciliation Exhibition | $20,000 |
| Cincinnati Playhouse in the Park | ||||||
| 962 Mt Adams Circle | Cincinnati | OH | 45202 | PC | Production of The Chosen | $30,000 |
| Cincinnati Symphony Orchestra | ||||||
| 1241 Elm Street | Cincinnati | OH | 45202 | PC | Ellis Island Anniversary Concert | $25,000 |
| Community Congregations | ||||||
| 8044 Montgomery Road Suite 516 | Cincinnati | OH | 45236 | PC | Educational Programming, Congregational Excellence, Engagement and Sustainability | $1,405,869 |
| Easter Seals Tristate LLC | ||||||
| 2901 Gilbert Avenue | Cincinnati | OH | 45206 | PC | Easter Seals Redwood Transformation | $50,000 |
| Greater Cincinnnati Foundation | ||||||
| 720 E Pete Rose Way Suite 120 | Cincinnati | OH | 45202 | PC | Racial Equity Matters | $50,000 |
| Hillel Foundation at Miami University | ||||||
| 11 E Walnut Street | Oxford | OH | 45056 | PC | Campus Engagement Initiative | $40,000 |
| Hillel Foundation at Miami University | ||||||
| 11 E Walnut Street | Oxford | OH | 45056 | PC | Capacity Building Grant | $20,000 |
| Hillel of University of Cincinnati | ||||||
| 2615 Clifton Avenue | Cincinnati | OH | 45220 | PC | Expanding Student Engagement | $94,000 |
| Hillel of University of Cincinnati | ||||||
| 2615 Clifton Avenue | Cincinnati | OH | 45220 | PC | Capacity Building Grant | $20,000 |
| Holocaust and Humanity Center | ||||||
| 1301 Western Avenue | Cincinnati | OH | 45203 | PC | Shoah Foundation Survivor Interview | $175,000 |
| Interfaithfamily Com Inc | ||||||
| 190 North Main Street Ste 203 | Natick | MA | 01760 | PC | Our Year of Firsts: Parenting Edition (Reflect Cincy) | $15,000 |
| ish | ||||||
| 6144 Grand Vista | Cincinnati | OH | 45213 | PC | Cincinnati Teen Initiative | $269,500 |
| ish | ||||||
| 6144 Grand Vista | Cincinnati | OH | 45213 | PC | Birds of a Feather (Reflect Cincy) | $15,000 |
| ish | ||||||
| 6144 Grand Vista | Cincinnati | OH | 45213 | PC | elech (Reflect Cincy) | $15,000 |
| ish | ||||||
| 6144 Grand Vista | Cincinnati | OH | 45213 | PC | Strategic Planning | $23,000 |
| ish | ||||||
| 6144 Grand Vista | Cincinnati | OH | 45213 | PC | Be the Change Program | $50,000 |
| Jewfolk Media Inc | ||||||
| 2909 S Wayzata Blvd | Minneapolis | MN | 55495 | PC | Cincy Jewfolk (Reflect Cincy) | $50,000 |
| Jewish Cemeteries of Greater Cincinnati | ||||||
| 3400 Montgomery Road | Cincinnati | OH | 45207 | PC | Capital Campaign Grant | $200,000 |
| Jewish Discovery Center of Ohio Inc | ||||||
| 7587 Central Parke Blvd | Mason | OH | 45040 | PC | Chai Tots Early Childhood Center; Scholarships, Marketing, and Operating Support | $95,000 |
| Jewish Family Service | ||||||
| 9395 Kenwood Road Suite 100 | Cincinnati | OH | 45242 | PC | K'vod | $847,066 |
| Jewish Family Service | ||||||
| 9395 Kenwood Road Suite 100 | Cincinnati | OH | 45242 | PC | 2022 and 2023 Operating Support | $900,000 |
| Jewish Family Service | ||||||
| 9395 Kenwood Road Suite 100 | Cincinnati | OH | 45242 | PC | Youth Mental Health Expansion Initiative | $953,559 |
| Jewish Federation of Cincinnati | ||||||
| 8499 Ridge Road | Cincinnati | OH | 45236 | PC | Cincy Journeys - Israel Travel and Overnight Jewish Camping | $1,305,024 |
| Jewish Federation of Cincinnati | ||||||
| 8499 Ridge Road | Cincinnati | OH | 45236 | PC | Philanthropic Fund Contribution | $4,195,032 |
| Jewish Federation of Cincinnati | ||||||
| 8499 Ridge Road | Cincinnati | OH | 45236 | PC | 2023 Annual Campaign Matching Contribution | $1,500,000 |
| Jewish Federation of Cincinnati | ||||||
| 8499 Ridge Road | Cincinnati | OH | 45236 | PC | Talent Management Initiative | $261,170 |
| Jewish Federation of Cincinnati | ||||||
| 8499 Ridge Road | Cincinnati | OH | 45236 | PC | "Strengthening Individual Giving Fundraising" Capacity Building Initiative | $1,284,502 |
| Jewish Federation of Cincinnati | ||||||
| 8499 Ridge Road | Cincinnati | OH | 45236 | PC | Community Buildings & Maintenance | $814,078 |
| Jewish Federation of Cincinnati | ||||||
| 8499 Ridge Road | Cincinnati | OH | 45236 | PC | SAFE Cincinnati | $571,146 |
| Jewish Federation of Cincinnati | ||||||
| 8499 Ridge Road | Cincinnati | OH | 45236 | PC | Shared Business Services | $1,033,332 |
| Jewish Federation of Cincinnati | ||||||
| 8499 Ridge Road | Cincinnati | OH | 45236 | PC | Honeymoon Israel 2022 | $127,553 |
| Jewish Federation of Cincinnati | ||||||
| 8499 Ridge Road | Cincinnati | OH | 45236 | PC | Leaders in Light | $75,000 |
| Jewish Federation of Cincinnati | ||||||
| 8499 Ridge Road | Cincinnati | OH | 45236 | PC | Cincy Jewish Social - Pilot Year | $25,000 |
| Jewish Federation of Cincinnati | ||||||
| 8499 Ridge Road | Cincinnati | OH | 45236 | PC | Israel at 75 | $10,000 |
| Jewish Fertility Foundation LLC | ||||||
| 60 Lenox Pointe NE | Atlanta | GA | 30324 | PC | Cincinnati Initiative | $60,000 |
| JVS - Careers | ||||||
| 4540 Cooper Road Suite 300 | Cincinnati | OH | 45242 | PC | 2022 and 2023 Operating Support | $471,603 |
| Mayerson JCC | ||||||
| 8485 Ridge Road | Cincinnati | OH | 45236 | PC | 2023 Operating Support | $975,000 |
| Mayerson JCC | ||||||
| 8485 Ridge Road | Cincinnati | OH | 45236 | PC | Campus Repairs - Rockdale Temple | $73,393 |
| Mayerson JCC | ||||||
| 8485 Ridge Road | Cincinnati | OH | 45236 | PC | Strategic Planning | $31,066 |
| Moishe House | ||||||
| 441 Saxony Road Barn 2 | Encinitas | CA | 920242725 | PC | Operating Support for Cincinnati House | $25,000 |
| Naydus Press | ||||||
| 8407 Capricorn Drive | Montgomery | OH | 45249 | PC | Sutzkever Translation Project | $4,860 |
| Rabinical Yeshiva of Cincinnati | ||||||
| 1863 Section Road | Cincinnati | OH | 45237 | PC | Scholarships Grant | $36,000 |
| Rockwern Academy | ||||||
| 8401 Montgomery Road | Cincinnati | OH | 45236 | PC | 2023 Operating Support | $3,086,295 |
| Rockwern Academy | ||||||
| 8401 Montgomery Road | Cincinnati | OH | 45236 | PC | Division of Adulting (Reflect Cincy) | $42,500 |
| School Board School | ||||||
| 1110 Main Street Ste 100 | Cincinnati | OH | 45202 | PC | Program Support | $50,000 |
| Shomrei Olam Inc | ||||||
| 8180 Margaret Lane | Cincinnati | OH | 45242 | PC | Rockwern Green Kitchen | $4,127 |
| Shabbat Project Inc | ||||||
| 228 Park Avenue South Ste 77191 | New York | NY | 10003 | PC | Cincy OneTable Grant | $30,000 |
| United Way of Greater Cincinnati Inc | ||||||
| 2400 Reading Road | Cincinnati | OH | 45202 | PC | Project Lift | $25,000 |
| University of Cincinnati Foundation | ||||||
| PO Box 19970 | Cincinnati | OH | 45219 | PC | Shared Hebrew Instructor for HUC-JIR Cincinnati and University of Cincinnati | $25,000 |
| Xavier University | ||||||
| 3800 Victory Parkway | Cincinnati | OH | 45207 | PC | Public Policy Student Leadershiip Trip to Israel | $60,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $23,108,108 | TotalGrantOrContriPdDurYrAmt |
Grant Or Contri Apprv For Fut GrantOrContriApprvForFutGrp (41 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|
| B'nia B'rith Youth Organization Inc | ||||||
| 800 Eighth Street NW | Washington | DC | 20001 | PC | Teen Initiative Grant | $0 |
| Camp Livingston | ||||||
| 8485 Ridge Road | Cincinnati | OH | 45236 | PC | 2023 - 2025 Operating Support | $0 |
| Chabad Jewish Center of Blue Ash | ||||||
| 3977 Hunt Road | Cincinnati | OH | 45236 | PC | Friendship Circle Support | $0 |
| Cincinnati Hebrew Day School | ||||||
| 2222 Losantiville Avenue | Cincinnati | OH | 45237 | PC | Fiscal Years 2022 - 2026 Operations Support | $0 |
| Cincinnati Community Kollel | ||||||
| 2241 Losantiville Avenue | Cincinnati | OH | 45237 | Scholars Support (2023 -2025) | $0 | |
| Community Congregations | ||||||
| 8044 Montgomery Road | Cincinnati | OH | 45236 | Educational Programming and Engagement | $0 | |
| Community Congregations | ||||||
| 8044 Montgomery Road | Cincinnati | OH | 45236 | PC | 2024 - 2026 Operating Support | $0 |
| GreenLight Fund | ||||||
| 50 Milk St 16th Floor | Boston | MA | 02109 | PC | Strategic Initiatives Support of Funds 2 and 3 | $0 |
| Hillel Foundation at Miami University | ||||||
| 11 E Walnut Street | Oxford | OH | 45056 | PC | 2023 and 2024 Operating Support | $0 |
| Hillel Foundation at Miami University | ||||||
| 11 E Walnut Street | Oxford | OH | 45056 | PC | Capacity Building Grant | $0 |
| Hillel of University of Cincinnati | ||||||
| 2615 Clifton Avenue | Cincinnati | OH | 45220 | PC | Expanding Student Engagement | $0 |
| Hillel of University of Cincinnati | ||||||
| 2615 Clifton Avenue | Cincinnati | OH | 45220 | PC | Capacity Building Grant | $0 |
| Interact for Change | ||||||
| 8230 Montgomery Road Ste 300 | Cincinnati | OH | 45236 | PC | Building a Regional Strategy for Youth Mental Health | $0 |
| ish | ||||||
| 6144 Grand Vista | Cincinnati | OH | 45213 | PC | Teen Initiative | $0 |
| ish | ||||||
| 6144 Grand Vista | Cincinnati | OH | 45213 | PC | Strategic Planning Support | $0 |
| ish | ||||||
| 6144 Grand Vista | Cincinnati | OH | 45213 | PC | elech (Reflect Cincy) | $0 |
| ish | ||||||
| 6144 Grand Vista | Cincinnati | OH | 45213 | PC | Birds of a Feather (Reflect Cincy) | $0 |
| Jewish Cemeteries of Greater Cincinnati | ||||||
| 3400 Montgomery Road | Cincinnati | OH | 45207 | PC | 2021 Capital Campaign | $0 |
| Jewish Discovery Center of Ohio Inc | ||||||
| 7587 Central Parke Blvd | Mason | OH | 45040 | PC | Chai Tots Early Childhood Center: Scholarships, Marketing, and Operations Support | $0 |
| Jewish Family Service | ||||||
| 9395 Kenwood Road Ste 100 | Cincinnati | OH | 45242 | PC | 2023 Operating Support | $0 |
| Jewish Family Service | ||||||
| 9395 Kenwood Road Ste 100 | Cincinnati | OH | 45242 | PC | K'vod | $0 |
| Jewish Family Service | ||||||
| 9395 Kenwood Road Ste 100 | Cincinnati | OH | 45242 | PC | Youth Mental Health | $0 |
| Jewish Federation of Cincinnati | ||||||
| 8499 Ridge Road | Cincinnati | OH | 45236 | PC | Talent Management Initiative | $0 |
| Jewish Federation of Cincinnati | ||||||
| 8499 Ridge Road | Cincinnati | OH | 45236 | PC | "Strengthening Individual Giving Fundraising" Capacity Building Initiative | $0 |
| Jewish Federation of Cincinnati | ||||||
| 8499 Ridge Road | Cincinnati | OH | 45236 | PC | Community Buildings & Maintenance | $0 |
| Jewish Federation of Cincinnati | ||||||
| 8499 Ridge Road | Cincinnati | OH | 45236 | PC | SAFE Cincinnati | $0 |
| Jewish Federation of Cincinnati | ||||||
| 8499 Ridge Road | Cincinnati | OH | 45236 | PC | Shared Business Services | $0 |
| Jewish Federation of Cincinnati | ||||||
| 8499 Ridge Road | Cincinnati | OH | 45236 | PC | Honeymoon Israel 2022 | $0 |
| Jewish Federation of Cincinnati | ||||||
| 8499 Ridge Road | Cincinnati | OH | 45236 | PC | 2023 and 2024 Annual Campaign Matches | $0 |
| JewFolk Media | ||||||
| 2909 S Wayzata Blvd | Minneapolis | MN | 55495 | PC | Cincy JewFolk (Reflect Cincy) | $0 |
| JVS Careers | ||||||
| 4540 Cooper Road Suite 300 | Cincinnati | OH | 45242 | PC | 2023 Operating Support | $0 |
| KK Bene Israel Rockdale Temple | ||||||
| 8501 Ridge Road | Cincinnati | OH | 45236 | PC | Our Year of Firsts: Parenting Edition (Reflect Cincy) | $0 |
| Mayerson JCC | ||||||
| 8485 Ridge Road | Cincinnati | OH | 45236 | PC | 2023 Operating Support | $0 |
| Mayerson JCC | ||||||
| 8485 Ridge Road | Cincinnati | OH | 45236 | PC | Campus Repairs - Rockdale Temple | $0 |
| Moishe House | ||||||
| 441 Saxony Rd Barn 2 | Encinitas | CA | 92024 | PC | 2022- 2024 Operating Support | $0 |
| Rockwern Academy | ||||||
| 8401 Montgomery Road | Cincinnati | OH | 45236 | PC | 2023 - 2024 Operating Support | $0 |
| Shabbat Project Inc | ||||||
| 228 Park Ave S Suite 77191 | New York | NY | 10003 | PC | Cincinnati Community Ambassador Renewal 2023 | $0 |
| Shelanu | ||||||
| 8501 Ridge Road | Cincinnati | OH | 45236 | PC | Combined High School Supplemental Education Program Support | $0 |
| 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 | $0 |
| University of Cinti Judaic Studies Dept | ||||||
| 51 Goodman Street PO Box 19970 | Cincinnati | OH | 45219 | PC | College of Arts and Sciences, Judaic Studies Presents Michael Twitty | $0 |
| Xavier University | ||||||
| 3800 Victory Parkway | Cincinnati | OH | 45207 | PC | Public Policy Student Leadership Trips to Israel | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Apprv Fut | $28,545,559 | 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 |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business | 901101 | BusinessCd |
| Unrelated Business Taxbl Incm | $53,934 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | 14 | ExclusionCd |
| Exclusion | $9,568,852 | 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 | $7,650 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Rental Income Personal Prop | NetRentalIncomePersonalPropGrp | |
| Other Investment Income | OtherInvestmentIncomeGrp |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business | 901101 | BusinessCd |
| Unrelated Business Taxbl Incm | $92,033 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | 18 | ExclusionCd |
| Exclusion | $17,835,680 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| 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 | $13 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $145,967 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $27,412,195 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $27,558,162 | 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 |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
| Contributor Person | The Shimon Ben Joseph Foundation | ContributorPersonNm |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 343 Sansome Street 550 | AddressLine1Txt |
| City | San Francisco | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 94104 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $240,500 | TotalContributionsAmt |
| Person Contribution | Yes (X) | PersonContributionInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $37,600 | Amt |
| Net Investment Income | $22,560 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $15,040 | DisbursementsCharitablePrpsAmt |
Depreciation Schedule DepreciationSchedule
Distribution From Corpus Election DistributionFromCorpusElection
| Field | Value | IRS element (for citing) |
|---|---|---|
| Election | PURSUANT TO IRC 4942(H)(2) AND REG. 53.4942(A)-3(D)(2), THE ABOVE REFERENCED FOUNDATION HEREBY ELECTS TO TREAT CURRENT YEAR QUALIFYING DISTRIBUTIONS REPORTED ON FORM 990-PF, PART XII, LINE 4C AS BEING MADE OUT OF CORPUS. | 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 | $108,050,059 | EOYBookValueAmt |
| EOYFMV | $100,368,088 | EOYFMVAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | GLOBAL EQUITY SECURITIES | StockNm |
| EOY Book Value | $180,700,009 | EOYBookValueAmt |
| EOYFMV | $305,219,902 | 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 | $25,000,000 | $25,250,043 |
| REAL ESTATE TRUSTS | FMV | $20,454,969 | $27,618,890 |
| VENTURE CAPITAL FUNDS | FMV | $993,735 | $1,540,462 |
| DIVERSIFYING STRATEGIES | FMV | $82,503 | $169,172 |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL FEES | CategoryTxt |
| Legal Fees | $36,840 | LegalFeesAmt |
| Net Investment Income | $25,838 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $5,816 | DisbursementsCharitablePrpsAmt |
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 | $53,643 | $2,767 | $0 | $50,678 |
| INSURANCE | $42,600 | $0 | $0 | $42,600 |
| REAL ESTATE EXPENSES | $116,150 | $116,047 | $0 | $0 |
| CHARITABLE PROGRAMMING | $877,868 | $0 | $0 | $924,647 |
| MISCELLANEOUS | $41,183 | $2,566 | $0 | $38,750 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | OTHER INCOME | Desc |
| Revenue And Expenses Per Books | $13 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail (2 entries)
| DescDesc | AmtAmt |
|---|---|
| REALIZED GAIN ON IN-KIND SHARE TRANSFER | $4,326,553 |
| INVESTMENT MANAGEMENT FEE | $193,848 |
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 | $862,427 | Amt |
| Net Investment Income | $811,395 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $46,782 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| FEDERAL TAXES | $373,080 | $0 | $0 | $0 |
| STATE FILING FEE | $200 | $0 | $0 | $0 |