JEWISH FOUNDATION OF CINCINNATI: Form 990PF, tax year 2021
View the entire original 990 at ProPublica ↗
- Organization
- JEWISH FOUNDATION OF CINCINNATI (EIN 31-1451489)
- Tax period
- 2021-07-01 to 2022-06-30
- Filed
- 2023-05-10
- IRS object ID
- 202301309349103145
- Schema version
- 2021v4.2
- 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
- Form 990-PF
- Accounting Fees Schedule
- Depreciation Schedule
- 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 | 2023-05-10T15:28:05-05:00 | ReturnTs |
| Tax Period End | 2022-06-30 | 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 | 2021-07-01 | 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 | CFO | PersonTitleTxt |
| Phone | 5132141204 | PhoneNum |
| Signature | 2023-05-15 | 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 | 2021 | 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 | $455,625,378 | 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 | $359,300 | ContriRcvdRevAndExpnssAmt |
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Dividends Rev And Expnss | $7,780,215 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $7,780,215 | DividendsNetInvstIncmAmt |
| Gross Rents Rev And Expnss | $7,550 | GrossRentsRevAndExpnssAmt |
| Gross Rents Net Invst Incm | $7,550 | GrossRentsNetInvstIncmAmt |
| Net Rental Income Or Loss | $7,550 | NetRentalIncomeOrLossAmt |
| Net Gain Sale Ast Rev And Expnss | $17,817,815 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $67,167,149 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $17,817,815 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $523 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $0 | OtherIncomeNetInvstIncmAmt |
| Other Income Adj Net Incm | $0 | OtherIncomeAdjNetIncmAmt |
| Total Rev And Expnss | $25,965,403 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $25,605,580 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $0 | TotalAdjNetIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $346,500 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $3,465 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $343,035 | CompOfcrDirTrstDsbrsChrtblAmt |
| Oth Empl Slrs Wgs Rev And Expnss | $688,880 | OthEmplSlrsWgsRevAndExpnssAmt |
| Oth Empl Slrs Wgs Net Invst Incm | $49,035 | OthEmplSlrsWgsNetInvstIncmAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $637,965 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Pension Empl Bnft Rev And Expnss | $301,014 | PensionEmplBnftRevAndExpnssAmt |
| Pension Empl Bnft Net Invst Incm | $15,354 | PensionEmplBnftNetInvstIncmAmt |
| Pension Empl Bnft Dsbrs Chrtbl | $279,226 | PensionEmplBnftDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $4,133 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $438 | LegalFeesNetInvstIncmAmt |
| Legal Fees Adj Net Incm | $0 | LegalFeesAdjNetIncmAmt |
| Legal Fees Dsbrs Chrtbl | $4,504 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $35,380 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $21,228 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $0 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $14,152 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $1,101,318 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $1,094,524 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Adj Net Incm | $0 | OtherProfFeesAdjNetIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $7,544 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $331,189 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $0 | TaxesNetInvstIncmAmt |
| Taxes Adj Net Incm | $0 | TaxesAdjNetIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Deprec And Dpltn Rev And Expnss | $14,630 | DeprecAndDpltnRevAndExpnssAmt |
| Occupancy Rev And Expnss | $128,504 | OccupancyRevAndExpnssAmt |
| Occupancy Net Invst Incm | $5,569 | OccupancyNetInvstIncmAmt |
| Occupancy Dsbrs Chrtbl | $123,803 | OccupancyDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $36,218 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Net Invst Incm | $463 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $35,482 | TravConfMeetingDsbrsChrtblAmt |
| Printing And Pub Rev And Expnss | $4,294 | PrintingAndPubRevAndExpnssAmt |
| Printing And Pub Net Invst Incm | $186 | PrintingAndPubNetInvstIncmAmt |
| Printing And Pub Dsbrs Chrtbl | $4,068 | PrintingAndPubDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $1,200,793 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $9,583 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Adj Net Incm | $0 | OtherExpensesAdjNetIncmAmt |
| Other Expenses Dsbrs Chrtbl | $1,128,656 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $4,192,853 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $1,199,845 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $2,578,435 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $22,193,030 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $21,824,121 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $26,385,883 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $1,199,845 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $24,402,556 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$420,480 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $24,405,735 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $367,706 | CashBOYAmt |
| Cash EOY | $938,339 | CashEOYAmt |
| Cash EOYFMV | $938,339 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $5,844,048 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $1,448,756 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $1,448,756 | SavAndTempCashInvstEOYFMVAmt |
| Acct Rcvbl | $2,961 | AcctRcvblAmt |
| Acct Rcvbl EOY | $2,961 | AcctRcvblEOYAmt |
| Acct Rcvbl EOYFMV | $2,961 | AcctRcvblEOYFMVAmt |
| Grants Receivable BOY | $0 | GrantsReceivableBOYAmt |
| Grants Receivable EOY | $243,393 | GrantsReceivableEOYAmt |
| Grants Receivable EOYFMV | $243,393 | GrantsReceivableEOYFMVAmt |
| Other Nts And Loans Rcvbl | $194,176 | OtherNtsAndLoansRcvblAmt |
| Other Nts And Loans Rcvbl BOY | $170,402 | OtherNtsAndLoansRcvblBOYAmt |
| Other Nts And Loans Rcvbl EOY | $194,176 | OtherNtsAndLoansRcvblEOYAmt |
| Other Nts And Loans Rcvbl EOYFMV | $194,176 | OtherNtsAndLoansRcvblEOYFMVAmt |
| Prepaid Expenses BOY | $36,839 | PrepaidExpensesBOYAmt |
| Prepaid Expenses EOY | $41,582 | PrepaidExpensesEOYAmt |
| Prepaid Expenses EOYFMV | $41,582 | PrepaidExpensesEOYFMVAmt |
| Corporate Stock BOY | $191,821,408 | CorporateStockBOYAmt |
| Corporate Stock EOY | $191,059,173 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $287,661,108 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $107,192,233 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $107,124,590 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $101,856,930 | CorporateBondsEOYFMVAmt |
| Other Investments BOY | $29,985,194 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $34,674,149 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $54,721,059 | OtherInvestmentsEOYFMVAmt |
| Land Bldg Equip Cost Or Other Bss | $8,610,909 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $93,835 | LandBldgEquipAccumDeprecAmt |
| Land BOY | $8,900,614 | LandBOYAmt |
| Land EOY | $8,517,074 | LandEOYAmt |
| Land EOYFMV | $8,517,074 | LandEOYFMVAmt |
| Other Assets BOY | $3,560 | OtherAssetsBOYAmt |
| Other Assets EOY | $0 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $0 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $344,322,004 | TotalAssetsBOYAmt |
| Total Assets EOY | $344,244,193 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $455,625,378 | TotalAssetsEOYFMVAmt |
| Accounts Payable BOY | $118,488 | AccountsPayableBOYAmt |
| Accounts Payable EOY | $176,808 | AccountsPayableEOYAmt |
| Total Liabilities BOY | $118,488 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $176,808 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $344,203,516 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | $344,067,385 | NoDonorRstrNetAssestsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $344,203,516 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $344,067,385 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $344,322,004 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $344,244,193 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $344,203,516 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$420,480 | ExcessRevenueOverExpensesAmt |
| Other Increases | $284,349 | OtherIncreasesAmt |
| Subtotal | $344,067,385 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $344,067,385 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)
| PropertyPropertyDesc | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|
| PUBLICLY TRADED SECURITIES | $66,891,834 | $49,349,334 | $17,542,500 | $17,542,500 |
| OTHER INVESTMENTS | $275,315 | $275,315 | $275,315 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $17,817,815 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $339,240 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $339,240 | SubtotalAmt |
| Tax Based On Investment Income | $339,240 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $336,911 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Total Payments And Credits | $336,911 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $83 | EsPenaltyAmt |
| Tax Due | $2,412 | TaxDueAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | false | LegislativePoliticalActyInd |
| More Than100 Spent | false | MoreThan100SpentInd |
| Form1120 POL Filed | false | Form1120POLFiledInd |
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (true) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Org Report Or Register State | OH | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | false | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | false | PrivateOperatingFoundationInd |
| New Substantial Contributors | false | NewSubstantialContributorsInd |
| Own Controlled Entity | Yes (true) | OwnControlledEntityInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
| Website Address | WWW.THEJEWISHFOUNDATION.ORG | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | TERESA S HAUGHT | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 5132141204 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 8044 MONTGOMERY ROAD | AddressLine1Txt |
| City | CINCINNATI | CityNm |
| State Abbreviation | OH | StateAbbreviationCd |
| ZIP | 45236 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | false | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | false | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | false | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | false | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | Yes (true) | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | false | ActsFailToQlfyAsExceptionsInd |
| Uncorrected Prior Acts | false | UncorrectedPriorActsInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Business Holdings | false | BusinessHoldingsInd |
| Jeopardy Investments | false | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | false | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | false | InfluenceLegislationInd |
| Influence Election | false | InfluenceElectionInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Noncharitable Purpose | false | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (12 entries)
| Address Line1USAddress/AddressLine1Txt | Address Line2USAddress/AddressLine2Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|---|
| 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 | Executive Director | 55.0 | $346,500 | $69,330 | $1,213 |
| Sandra P Kaltman | |||||||||
| 8044 MONTGOMERY ROAD | SUITE 516 | CINCINNATI | OH | 45236 | TREASURER, FINANCE/AUDIT CHAIR | 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 STE 516 | CINCINNATI | OH | 45236 | DIR IMPACT ASSESS | 45.0 | $130,000 | $31,199 | $0 |
| ERIC DAUER | ||||||||
| 8044 MONTGOMERY ROAD STE 516 | CINCINNATI | OH | 45236 | DIR OF OPERATIONS | 45.0 | $151,000 | $24,474 | $0 |
| TERESA HAUGHT | ||||||||
| 8044 MONTGOMERY ROAD STE 516 | CINCINNATI | OH | 45236 | DIRECTOR OF FINANCE | 50.0 | $210,000 | $45,809 | $0 |
| KIM NEWSTADT | ||||||||
| 8044 MONTGOMERY ROAD STE 516 | CINCINNATI | OH | 45236 | DIR RESEARCH & LEARN | 45.0 | $125,000 | $31,332 | $0 |
| LAUREN SEAL | ||||||||
| 8044 MONTGOMERY ROAD STE 516 | CINCINNATI | OH | 45236 | EXEC ASST/OFFICE MGR | 45.0 | $71,000 | $28,869 | $0 |
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 | $284,349 |
| Crow Holdings Realty Partners | |||||
| 3819 Maple Avenue | DALLAS | TX | 75219 | Investment | $227,472 |
| Heitman America Real Estate Trust LP | |||||
| 191 North Wacker Drive Suite 2500 | CHICAGO | IL | 60606 | Investment | $145,843 |
| Rosov Consulting LLC | |||||
| 2095 Rose Street Suite 101 | BERKLEY | CA | 947091997 | Consulting | $125,278 |
| AEW Core Property Trust (US) Inc | |||||
| Two Seaport Lane | BOSTON | MA | 022102021 | Investment | $121,844 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contractor Paid Over50k | 3 | ContractorPaidOver50kCnt |
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 | $119,561 | Expenses1Amt |
| Description2 | GRANTMAKING METRICS AND EVALUATION | Description2Txt |
| Expenses2 | $91,350 | Expenses2Amt |
| Description3 | REFLECT CINCY INNOVATIVE FUNDING PROCESS | Description3Txt |
| Expenses3 | $52,906 | Expenses3Amt |
| Description4 | CHARITABLE PURPOSE REAL ESTATE | Description4Txt |
| Expenses4 | $21,591 | 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 | $522,728,353 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $673,821 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $7,813,719 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $531,215,893 | TotalFMVOfUnusedAssetsAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $531,215,893 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $7,968,238 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $523,247,655 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $26,162,383 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $26,162,383 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $339,240 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $339,240 | TotalTaxAmt |
| Distributable Before Adj | $25,823,143 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $25,823,143 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $25,823,143 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $24,402,556 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Charitable Assets Acquis Paid | $0 | CharitableAssetsAcquisPaidAmt |
| Set Aside Suitability Test | $0 | SetAsideSuitabilityTestAmt |
| Set Aside Cash Distri Test | $0 | SetAsideCashDistriTestAmt |
| Qualifying Distributions | $24,402,556 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $25,823,143 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $23,864,516 | UndistributedIncomePYAmt |
| Prior Year1 | 2019 | PriorYear1Yr |
| Prior Year2 | 2018 | PriorYear2Yr |
| Prior Year3 | 2017 | PriorYear3Yr |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr1 | $0 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $24,402,556 | QualifyingDistributionsAmt |
| Applied To Year1 | $23,864,516 | AppliedToYear1Amt |
| Applied To Current Year | $538,040 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $0 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Taxable1 | $0 | Taxable1Amt |
| Undistributed Income CY | $25,285,103 | UndistributedIncomeCYAmt |
| Excess Distri Cyov To Next Yr | $0 | ExcessDistriCyovToNextYrAmt |
| Excess From Current Year | $0 | ExcessFromCurrentYearAmt |
| 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 (47 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|
| American Jewish Committee | ||||||
| 312 Walnut Street Suite 1540 | Cincinnati | OH | 45202 | PC | Simon Lazarus Awards Program | $2,500 |
| Art Opportunities Inc | ||||||
| 2460 Gilbert Avenue | Cincinnati | OH | 45206 | PC | ArtWorks Youth Apprentice Employment Program | $15,000 |
| B'nai B'rith Youth Organization Inc | ||||||
| 800 Eighth Street NW | Washington | DC | 20001 | PC | Cincinnati Teen Initiative Grant | $324,500 |
| Camp Livingston | ||||||
| 8485 Ridge Road | Cincinnati | OH | 45236 | PC | Annual Campaign Match | $25,000 |
| Camp Livingston | ||||||
| 8485 Ridge Road | Cincinnati | OH | 45236 | PC | Health Center Architectural Plans and Capital Campaign | $609,204 |
| Center for Jewish Living & Learn Inc | ||||||
| 3977 Hunt Road | Cincinnati | OH | 45236 | PC | Friendship Circle | $37,500 |
| Chabad House of Cincinnati | ||||||
| PO Box 37553 | Cincinnati | OH | 45222 | PC | Emergency Grant Funds | $30,000 |
| The Cincinnati Ballet | ||||||
| 1801 Gilbert Avenue | Cincinnati | OH | 45202 | PC | David Morse's Our Story Production | $36,000 |
| Cincinnati Community Kollel | ||||||
| 2241 Losantiville Avenue | Cincinnati | OH | 45237 | PC | Capacity Building Grant | $12,500 |
| Cincinnati Hebrew Day School | ||||||
| 2222 Losantiville Avenue | Cincinnati | OH | 45237 | PC | 2022 - 2026 Operating Support | $1,290,938 |
| Cincinnati Hebrew Day School | ||||||
| 2222 Losantiville Avenue | Cincinnati | OH | 45237 | PC | Matching Funds for State of Ohio Security Matching Grant | $35,000 |
| Cincinnati Museum Association | ||||||
| 1301 Western Avenue | Cincinnati | OH | 45203 | PC | Henry Mosler Behind the Scenes: In Celebration of Jewish Bicentennial | $20,000 |
| Cincinnati Museum Center | ||||||
| 1301 Western Avenue | Cincinnati | OH | 45203 | PC | You Are Here Permanent Exhibition | $36,000 |
| Cincinnati Opera Association | ||||||
| 1243 Elm Street | Cincinnati | OH | 45202 | PC | The Warsaw Cabaret | $40,000 |
| Community Congregations | ||||||
| 8044 Montgomery Road Suite 516 | Cincinnati | OH | 45236 | PC | Educational Programming, Congregational Excellence, Engagement and Sustainability | $1,778,151 |
| Green Light Fund Inc | ||||||
| 50 Milk Street 16th Floor | Boston | MA | 02109 | PC | 2022 Cincinnati Strategic Initiatives Support of Funds 2 and 3 | $100,000 |
| Hillel Foundation at Miami University | ||||||
| 11 E Walnut Street | Oxford | OH | 45056 | PC | Campus Engagement Initiative | $77,500 |
| Hillel of University of Cincinnati | ||||||
| 2615 Clifton Avenue | Cincinnati | OH | 45220 | PC | Expanding Student Engagement | $47,000 |
| Holocaust and Humanity Center | ||||||
| 1301 Western Avenue | Cincinnati | OH | 45203 | PC | Budget Relief for COVID Impact | $196,875 |
| Immigrant and Refugee Law Center | ||||||
| PO Box 27102 | Cincinnati | OH | 45227 | PC | Pro-bono Legal Support and Education Grant | $50,000 |
| ish | ||||||
| 6144 Grand Vista | Cincinnati | OH | 45213 | PC | Cincinnati Teen Initiative | $266,000 |
| 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 | $190,000 |
| Jewish Family Service | ||||||
| 9395 Kenwood Road Suite 100 | Cincinnati | OH | 45242 | PC | AgeWell Cincinnati | $156,637 |
| Jewish Family Service | ||||||
| 9395 Kenwood Road Suite 100 | Cincinnati | OH | 45242 | PC | 2022 Operating Grant | $600,000 |
| Jewish Family Service | ||||||
| 9395 Kenwood Road Suite 100 | Cincinnati | OH | 45242 | PC | Youth Mental Health Expansion Initiative | $680,962 |
| Jewish Federation of Cincinnati | ||||||
| 8499 Ridge Road | Cincinnati | OH | 45236 | PC | Cincy Journeys - Israel Travel and Overnight Jewish Camping | $1,039,549 |
| Jewish Federation of Cincinnati | ||||||
| 8499 Ridge Road | Cincinnati | OH | 45236 | PC | Philanthropic Fund Contribution | $5,750,000 |
| Jewish Federation of Cincinnati | ||||||
| 8499 Ridge Road | Cincinnati | OH | 45236 | PC | 2022 Annual Campaign Matching Contribution | $1,500,000 |
| Jewish Federation of Cincinnati | ||||||
| 8499 Ridge Road | Cincinnati | OH | 45236 | PC | Talent Management Initiative | $66,975 |
| Jewish Federation of Cincinnati | ||||||
| 8499 Ridge Road | Cincinnati | OH | 45236 | PC | "Strengthening Individual Giving Fundraising" Capacity Building Initiative | $757,021 |
| Jewish Federation of Cincinnati | ||||||
| 8499 Ridge Road | Cincinnati | OH | 45236 | PC | Community Buildings & Maintenance | $789,003 |
| Jewish Federation of Cincinnati | ||||||
| 8499 Ridge Road | Cincinnati | OH | 45236 | PC | SAFE Cincinnati | $567,490 |
| Jewish Federation of Cincinnati | ||||||
| 8499 Ridge Road | Cincinnati | OH | 45236 | PC | Shared Business Services | $491,842 |
| Jewish Federation of Cincinnati | ||||||
| 8499 Ridge Road | Cincinnati | OH | 45236 | PC | Ukraine Relief Fund - Winter 2022 Campaign | $18,000 |
| Jewish Federations of North America | ||||||
| 25 Broadway Suite 1700 | New York | NY | 10004 | PC | Cross Community Collaboration and Evaluation for Teen Initiative | $60,094 |
| Jewish Fertility Foundation LLC | ||||||
| 60 Lenox Pointe NE | Atlanta | GA | 30324 | PC | Cincinnati Initiative | $60,000 |
| JVS Career Services | ||||||
| 4540 Cooper Road Suite 300 | Cincinnati | OH | 45242 | PC | 2021 and 2022 Operations and Technology Support | $316,195 |
| Mayerson Academy | ||||||
| 3080 Exploration Avenue 620 | Cincinnati | OH | 45206 | PC | 2022 and 2023 Strong Cincinnati Nonprofit Leadership Training | $45,000 |
| Mayerson JCC | ||||||
| 8485 Ridge Road | Cincinnati | OH | 45236 | PC | 2021 and 2022 Operating Support | $1,409,235 |
| Moishe House | ||||||
| 441 Saxony Road Barn 2 | Encinitas | CA | 92024 | PC | Operating Support for Cincinnati House | $25,000 |
| Ohr Torah Cincinnati | ||||||
| 4131 Matson Avenue | Cincinnati | OH | 45236 | PC | CMO High School Discovery Process Grant | $50,000 |
| Rabinical Yeshiva of Cincinnati | ||||||
| 1863 Section Road | Cincinnati | OH | 45237 | PC | Scholarships Grant | $25,000 |
| Rockwern Academy | ||||||
| 8401 Montgomery Road | Cincinnati | OH | 45236 | PC | 2022 Operating Support | $1,861,450 |
| School Board School | ||||||
| 1110 Main Street Ste 100 | Cincinnati | OH | 45202 | PC | Program Support | $50,000 |
| The Shabbat Project Inc | ||||||
| 228 Park Avenue South Ste 77191 | New York | NY | 10003 | PC | Cincy OneTable Grant | $60,000 |
| University of Cincinnati Foundation | ||||||
| PO Box 19970 | Cincinnati | OH | 45219 | PC | Shared Hebrew Instructor for HUC-JIR Cincinnati and University of Cincinnati | $25,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $21,824,121 | TotalGrantOrContriPdDurYrAmt |
Grant Or Contri Apprv For Fut GrantOrContriApprvForFutGrp (43 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 | $0 |
| ArtsWave | ||||||
| 20 E Central Parkway | Cincinnati | OH | 45202 | PC | Truth and Reconciliation Program | $0 |
| B'nai B'rith Youth Organization Inc | ||||||
| 800 Eighth Street NW | Washington | DC | 20001 | PC | Cincinnati Teen Initiative Grant | $0 |
| Camp Livingston | ||||||
| 8485 Ridge Road | Cincinnati | OH | 45236 | PC | Annual Campaign Match | $0 |
| Camp Livingston | ||||||
| 8485 Ridge Road | Cincinnati | OH | 45236 | PC | Health Center Architectural Planning | $0 |
| Center for Jewish Living & Learn Inc | ||||||
| 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 Operating Support | $0 |
| Cincinnati Community Kollel | ||||||
| 2241 Losantiville Avenue | Cincinnati | OH | 45237 | PC | Scholars Support (2023 -2025) | $0 |
| Cincinnati Community Kollel | ||||||
| 2241 Losantiville Avenue | Cincinnati | OH | 45237 | PC | Young Adult Ambassadorship | $0 |
| Community Congregations | ||||||
| 8044 Montgomery Road | Cincinnati | OH | 45236 | PC | Educational Programming, Congregational Excellence, Engagement and Sustainability | $0 |
| Greater Cincinnati Foundation | ||||||
| 720 E Pete Rose Way Suite 120 | Cincinnati | OH | 45202 | PC | Racial Equity Matters Program | $0 |
| GreenLight Fund | ||||||
| 50 Milk Street 16th Floor | Boston | MA | 02109 | PC | Cincinnati 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 |
| Holocaust & Humanity Center | ||||||
| 1301 Western Avenue Ste 201 | Cincinnati | OH | 45203 | PC | COVID Budget Relief 2022 | $0 |
| ish | ||||||
| 6144 Grand Vista Avenue | Cincinnati | OH | 45213 | PC | Cincinnati Teen Initiative | $0 |
| ish | ||||||
| 6144 Grand Vista Avenue | Cincinnati | OH | 45213 | PC | elech (Reflect Cincy) | $0 |
| ish | ||||||
| 6144 Grand Vista Avenue | Cincinnati | OH | 45213 | PC | Nature, Drumming Circles (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 Suite 100 | Cincinnati | OH | 45242 | PC | 2022 Operating Support | $0 |
| Jewish Family Service | ||||||
| 9395 Kenwood Road Suite 100 | Cincinnati | OH | 45242 | PC | K'vod | $0 |
| Jewish Family Service | ||||||
| 9395 Kenwood Road Suite 100 | Cincinnati | OH | 45242 | PC | Teen 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 | JCRC Leaders in Light | $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 Fertility Foundation LLC | ||||||
| 60 Lenox Pointe NE | Atlanta | GA | 30324 | PC | Cincinnati Initiative | $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 | 2022 Operating Support | $0 |
| Mayerson JCC | ||||||
| 8485 Ridge Road | Cincinnati | OH | 45236 | PC | 2022 Operating Support | $0 |
| Mayerson JCC | ||||||
| 8485 Ridge Road | Cincinnati | OH | 45236 | PC | 2022 Strategic Planning | $0 |
| Moishe House | ||||||
| 441 Saxony Road Barn 2 | Encinitas | CA | 920242725 | PC | 2022- 2024 Operating Support | $0 |
| Rockdale Temple | ||||||
| 8501 Ridge Road | Cincinnati | OH | 45236 | PC | Our Year of Firsts: Parenting Edition (Reflect Cincy) | $0 |
| Rockwern Academy | ||||||
| 8401 Montgomery Road | Cincinnati | OH | 45236 | PC | Division of Adulting (Reflect Cincy) | $0 |
| Shomrei Olam | ||||||
| 8180 Margaret Lane | Cincinnati | OH | 45242 | PC | Rockwern Green Kitchen Project | $0 |
| University of Cinti Judaic Studies Dept | ||||||
| 51 Goodman Street PO Box 19970 | Cincinnati | OH | 452190970 | PC | Shared Modern Hebrew instructor for HUC_JIR Cincinnati and University of Cincinnati | $0 |
| Xavier University | ||||||
| 3800 Victory Parkway | Cincinnati | OH | 45207 | PC | Public Policy Student Leadership Trip to Israel | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Apprv Fut | $23,116,063 | 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) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $7,780,215 | 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 | $7,550 | 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 | -$2,431 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | 18 | ExclusionCd |
| Exclusion | $17,820,246 | 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 | $523 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | -$2,431 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $25,608,534 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $25,606,103 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | false | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | false | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | false | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | false | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | false | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | false | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | false | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | false | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | false | RelationshipsNonchrtblEOInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $35,380 | Amt |
| Net Investment Income | $21,228 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $14,152 | DisbursementsCharitablePrpsAmt |
Depreciation Schedule DepreciationSchedule
Expln Of Non Filing With AG Stmt ExplnOfNonFilingWithAGStmt
| Field | Value | IRS element (for citing) |
|---|---|---|
| Explanation | THE STATE OF OHIO DOES NOT REQUIRE A COPY OF THE FORM 990-PF TO BE FILED WITH THE STATE. IN LIEU OF THE FEDERAL FORM, A VERIFICATION OF FILING WITH THE INTERNAL REVENUE SERVICE FORM IS REQUIRED TO BE COMPLETED AND FILED WITH THE STATE OF OHIO ATTORNEY GENERAL. A COPY OF THE REQUIRED OHIO FORM HAS BEEN FILED. | ExplanationTxt |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond | GLOBAL FIXED INCOME | BondNm |
| EOY Book Value | $107,124,590 | EOYBookValueAmt |
| EOYFMV | $101,856,930 | EOYFMVAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | GLOBAL EQUITY SECURITIES | StockNm |
| EOY Book Value | $191,059,173 | EOYBookValueAmt |
| EOYFMV | $287,661,108 | EOYFMVAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (4 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| HEDGE FUND OF FUNDS | FMV | $14,500,000 | $23,105,385 |
| REAL ESTATE TRUSTS | FMV | $19,162,635 | $29,743,991 |
| VENTURE CAPITAL FUNDS | FMV | $929,011 | $1,699,976 |
| DIVERSIFYING STRATEGIES | FMV | $82,503 | $171,707 |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL FEES | CategoryTxt |
| Legal Fees | $4,133 | LegalFeesAmt |
| Net Investment Income | $438 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $4,504 | 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 | $52,228 | $2,263 | $0 | $66,480 |
| INSURANCE | $53,085 | $0 | $0 | $53,085 |
| REAL ESTATE EXPENSES | $2,914 | $4,001 | $0 | $0 |
| MISCELLANEOUS | $770,623 | $3,319 | $0 | $767,193 |
| CHARITABLE PROGRAMMING | $321,943 | $0 | $0 | $241,898 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | OTHER INCOME | Desc |
| Revenue And Expenses Per Books | $523 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | INVESTMENT MANAGEMENT FEE | Desc |
| Amt | $284,349 | Amt |
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 | $1,101,318 | Amt |
| Net Investment Income | $1,094,524 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $7,544 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| FEDERAL TAXES | $330,989 | $0 | $0 | $0 |
| STATE FILING FEE | $200 |