JEWISH FOUNDATION OF CINCINNATI: Form 990PF, tax year 2023
View the entire original 990 at ProPublica ↗
- Organization
- JEWISH FOUNDATION OF CINCINNATI (EIN 31-1451489)
- Tax period
- 2023-07-01 to 2024-06-30
- Filed
- 2025-05-08
- IRS object ID
- 202521289349102482
- Schema version
- 2023v6.0
- 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
- Land Etc Schedule2
- Legal Fees Schedule
- Other Assets Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Increases Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2025-05-08T15:41:11+00:00 | ReturnTs |
| Tax Period End | 2024-06-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 440160260 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Forvis Mazars 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 | 2023-07-01 | 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) |
|---|---|---|
| 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 | Chief Executive Officer | PersonTitleTxt |
| Signature | 2025-05-08 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (true) | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Aaron Hershberger | PreparerPersonNm |
| PTIN | P00961884 | PTIN |
| Phone | 5136218300 | PhoneNum |
| Preparation | 2025-03-25 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2023 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $508,500,609 | 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 | $113,358 | ContriRcvdRevAndExpnssAmt |
| Dividends Rev And Expnss | $9,385,940 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $9,385,940 | DividendsNetInvstIncmAmt |
| Dividends Adj Net Incm | $0 | DividendsAdjNetIncmAmt |
| Gross Rents Rev And Expnss | $5,968 | GrossRentsRevAndExpnssAmt |
| Gross Rents Net Invst Incm | $5,968 | GrossRentsNetInvstIncmAmt |
| Gross Rents Adj Net Incm | $0 | GrossRentsAdjNetIncmAmt |
| Net Rental Income Or Loss | $5,968 | NetRentalIncomeOrLossAmt |
| Net Gain Sale Ast Rev And Expnss | $7,321,825 | NetGainSaleAstRevAndExpnssAmt |
| Cap Gain Net Incm Net Invst Incm | $7,321,825 | CapGainNetIncmNetInvstIncmAmt |
| Gross Sales Less Ret And Allwnc | $0 | GrossSalesLessRetAndAllwncAmt |
| Cost Of Goods Sold | $0 | CostOfGoodsSoldAmt |
| Gross Profit Rev And Expnss | $0 | GrossProfitRevAndExpnssAmt |
| Other Income Rev And Expnss | $38,386 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $0 | OtherIncomeNetInvstIncmAmt |
| Other Income Adj Net Incm | $0 | OtherIncomeAdjNetIncmAmt |
| Total Rev And Expnss | $16,865,477 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $16,713,733 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $0 | TotalAdjNetIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $384,850 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $11,546 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Adj Net Incm | $0 | CompOfcrDirTrstAdjNetIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $346,454 | CompOfcrDirTrstDsbrsChrtblAmt |
| Oth Empl Slrs Wgs Rev And Expnss | $771,346 | OthEmplSlrsWgsRevAndExpnssAmt |
| Oth Empl Slrs Wgs Net Invst Incm | $66,990 | OthEmplSlrsWgsNetInvstIncmAmt |
| Oth Empl Slrs Wgs Adj Net Incm | $0 | OthEmplSlrsWgsAdjNetIncmAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $731,206 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Pension Empl Bnft Rev And Expnss | $378,598 | PensionEmplBnftRevAndExpnssAmt |
| Pension Empl Bnft Net Invst Incm | $26,611 | PensionEmplBnftNetInvstIncmAmt |
| Pension Empl Bnft Adj Net Incm | $0 | PensionEmplBnftAdjNetIncmAmt |
| Pension Empl Bnft Dsbrs Chrtbl | $354,600 | PensionEmplBnftDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $19,010 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $10,418 | LegalFeesNetInvstIncmAmt |
| Legal Fees Adj Net Incm | $0 | LegalFeesAdjNetIncmAmt |
| Legal Fees Dsbrs Chrtbl | $12,764 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $40,268 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $24,161 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $0 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $16,107 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $1,206,220 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $1,065,439 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Adj Net Incm | $0 | OtherProfFeesAdjNetIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $57,195 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $240,079 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $0 | TaxesNetInvstIncmAmt |
| Taxes Adj Net Incm | $0 | TaxesAdjNetIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Deprec And Dpltn Rev And Expnss | $26,185 | DeprecAndDpltnRevAndExpnssAmt |
| Deprec And Dpltn Net Invst Incm | $0 | DeprecAndDpltnNetInvstIncmAmt |
| Deprec And Dpltn Adj Net Incm | $0 | DeprecAndDpltnAdjNetIncmAmt |
| Occupancy Rev And Expnss | $132,551 | OccupancyRevAndExpnssAmt |
| Occupancy Net Invst Incm | $5,308 | OccupancyNetInvstIncmAmt |
| Occupancy Adj Net Incm | $0 | OccupancyAdjNetIncmAmt |
| Occupancy Dsbrs Chrtbl | $127,399 | OccupancyDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $75,362 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Net Invst Incm | $4,179 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Adj Net Incm | $0 | TravConfMeetingAdjNetIncmAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $74,415 | TravConfMeetingDsbrsChrtblAmt |
| Printing And Pub Rev And Expnss | $5,219 | PrintingAndPubRevAndExpnssAmt |
| Printing And Pub Net Invst Incm | $205 | PrintingAndPubNetInvstIncmAmt |
| Printing And Pub Adj Net Incm | $0 | PrintingAndPubAdjNetIncmAmt |
| Printing And Pub Dsbrs Chrtbl | $4,932 | PrintingAndPubDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $1,025,657 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $463,833 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Adj Net Incm | $0 | OtherExpensesAdjNetIncmAmt |
| Other Expenses Dsbrs Chrtbl | $550,880 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $4,305,345 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $1,678,690 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $2,275,952 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $20,579,222 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $20,579,222 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $24,884,567 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $1,678,690 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $22,855,174 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$8,019,090 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $15,035,043 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $131,337 | CashBOYAmt |
| Cash EOY | $459,328 | CashEOYAmt |
| Cash EOYFMV | $459,328 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $5,908,948 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $4,169,859 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $4,169,859 | SavAndTempCashInvstEOYFMVAmt |
| Acct Rcvbl | $39,012 | AcctRcvblAmt |
| Acct Rcvbl Allwnc Dbtfl Acct | $0 | AcctRcvblAllwncDbtflAcctAmt |
| Acct Rcvbl BOY | $82,961 | AcctRcvblBOYAmt |
| Acct Rcvbl EOY | $39,012 | AcctRcvblEOYAmt |
| Acct Rcvbl EOYFMV | $39,012 | AcctRcvblEOYFMVAmt |
| Pledges Rcvbl | $0 | PledgesRcvblAmt |
| Pledges Rcvbl Allwnc Dbtfl Acct | $0 | PledgesRcvblAllwncDbtflAcctAmt |
| Pledges Rcvbl BOY | $0 | PledgesRcvblBOYAmt |
| Pledges Rcvbl EOY | $0 | PledgesRcvblEOYAmt |
| Pledges Rcvbl EOYFMV | $0 | PledgesRcvblEOYFMVAmt |
| Grants Receivable BOY | $240,500 | GrantsReceivableBOYAmt |
| Grants Receivable EOY | $0 | GrantsReceivableEOYAmt |
| Grants Receivable EOYFMV | $0 | GrantsReceivableEOYFMVAmt |
| Rcvbl From Officers BOY | $0 | RcvblFromOfficersBOYAmt |
| Rcvbl From Officers EOY | $0 | RcvblFromOfficersEOYAmt |
| Rcvbl From Officers EOYFMV | $0 | RcvblFromOfficersEOYFMVAmt |
| Other Nts And Loans Rcvbl | $0 | OtherNtsAndLoansRcvblAmt |
| Other Rcvbl Allwnc Dbtfl Acct | $0 | OtherRcvblAllwncDbtflAcctAmt |
| Other Nts And Loans Rcvbl BOY | $0 | OtherNtsAndLoansRcvblBOYAmt |
| Other Nts And Loans Rcvbl EOY | $0 | OtherNtsAndLoansRcvblEOYAmt |
| Other Nts And Loans Rcvbl EOYFMV | $0 | OtherNtsAndLoansRcvblEOYFMVAmt |
| Inventories BOY | $0 | InventoriesBOYAmt |
| Inventories EOY | $0 | InventoriesEOYAmt |
| Inventories EOYFMV | $0 | InventoriesEOYFMVAmt |
| Prepaid Expenses BOY | $50,897 | PrepaidExpensesBOYAmt |
| Prepaid Expenses EOY | $67,619 | PrepaidExpensesEOYAmt |
| Prepaid Expenses EOYFMV | $67,619 | PrepaidExpensesEOYFMVAmt |
| US Government Obligations BOY | $0 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $0 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $0 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $180,700,009 | CorporateStockBOYAmt |
| Corporate Stock EOY | $179,470,840 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $339,348,310 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $108,050,059 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $106,954,911 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $101,294,379 | CorporateBondsEOYFMVAmt |
| Invst Land Cost Or Other Basis | $0 | InvstLandCostOrOtherBasisAmt |
| Invst Land Accum Depreciation | $0 | InvstLandAccumDepreciationAmt |
| Land Bldg Investments BOY | $0 | LandBldgInvestmentsBOYAmt |
| Land Bldg Investments EOYFMV | $0 | LandBldgInvestmentsEOYFMVAmt |
| Mortgage Loans BOY | $0 | MortgageLoansBOYAmt |
| Mortgage Loans EOY | $0 | MortgageLoansEOYAmt |
| Mortgage Loans EOYFMV | $0 | MortgageLoansEOYFMVAmt |
| Other Investments BOY | $46,531,207 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $50,148,368 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $58,110,050 | OtherInvestmentsEOYFMVAmt |
| Land Bldg Equip Cost Or Other Bss | $4,944,731 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $128,207 | LandBldgEquipAccumDeprecAmt |
| Land BOY | $7,418,895 | LandBOYAmt |
| Land EOY | $4,816,524 | LandEOYAmt |
| Land EOYFMV | $4,816,524 | LandEOYFMVAmt |
| Other Assets BOY | $210,725 | OtherAssetsBOYAmt |
| Other Assets EOY | $195,528 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $195,528 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $349,325,538 | TotalAssetsBOYAmt |
| Total Assets EOY | $346,321,989 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $508,500,609 | TotalAssetsEOYFMVAmt |
| Accounts Payable BOY | $159,186 | AccountsPayableBOYAmt |
| Accounts Payable EOY | $137,130 | AccountsPayableEOYAmt |
| Grants Payable BOY | $0 | GrantsPayableBOYAmt |
| Grants Payable EOY | $0 | GrantsPayableEOYAmt |
| Deferred Revenue BOY | $0 | DeferredRevenueBOYAmt |
| Deferred Revenue EOY | $0 | DeferredRevenueEOYAmt |
| Loans From Officers BOY | $0 | LoansFromOfficersBOYAmt |
| Loans From Officers EOY | $0 | LoansFromOfficersEOYAmt |
| Mortgages And Notes Payable BOY | $0 | MortgagesAndNotesPayableBOYAmt |
| Mortgages And Notes Payable EOY | $0 | MortgagesAndNotesPayableEOYAmt |
| Total Liabilities BOY | $159,186 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $137,130 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $349,166,352 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | $346,184,859 | NoDonorRstrNetAssestsEOYAmt |
| Donor Rstr Net Assets BOY | $0 | DonorRstrNetAssetsBOYAmt |
| Donor Rstr Net Assets EOY | $0 | DonorRstrNetAssetsEOYAmt |
| Capital Stock BOY | $0 | CapitalStockBOYAmt |
| Capital Stock EOY | $0 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $0 | RetainedEarningBOYAmt |
| Retained Earning EOY | $0 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $349,166,352 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $346,184,859 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $349,325,538 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $346,321,989 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $349,166,352 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$8,019,090 | ExcessRevenueOverExpensesAmt |
| Other Increases | $5,037,595 | OtherIncreasesAmt |
| Subtotal | $346,184,857 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $346,184,857 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (3 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | Gross Sales PriceGrossSalesPriceAmt | DepreciationDepreciationAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Excess FMV Over Adjusted BssExcessFMVOverAdjustedBssAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| PUBLICLY TRADED SECURITIES | P | $18,952,039 | $0 | $16,792,714 | $2,159,325 | $0 | $2,159,325 |
| MONEY MARKET | P | $35,500,904 | $0 | $35,500,904 | $0 | $0 | $0 |
| REAL ESTATE INVESTMENT | P | $7,420,190 | $0 | $2,257,690 | $5,162,500 | $0 | $5,162,500 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $7,321,825 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | $0 | NetShortTermCapitalGainLossAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $208,987 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $208,987 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $208,987 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $250,915 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $250,915 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $41,928 | OverpaymentAmt |
| Applied To ES Tax | $41,928 | AppliedToESTaxAmt |
| Refund | $0 | RefundAmt |
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 | Yes (true) | UnrelatedBusIncmOverLimitInd |
| Form990 T Filed | Yes (true) | Form990TFiledInd |
| 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 |
| Individual With Books | TERESA HAUGHT | IndividualWithBooksNm |
| Phone | 5132141204 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| 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) |
|---|---|---|
| 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 (13 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| Ed Frankel | ||||||||
| 8044 Montgomery Road Suite 516 | Cincinnati | OH | 45236 | VP of Investments | 4.000 | $0 | $0 | $0 |
| John Stein | ||||||||
| 8044 Montgomery Road Suite 516 | Cincinnati | OH | 45236 | Immediate Past President | 3.000 | $0 | $0 | $0 |
| Rachel Faust | ||||||||
| 8044 Montgomery Road Suite 516 | Cincinnati | OH | 45236 | Secretary | 2.000 | $0 | $0 | $0 |
| Sandra P Kaltman | ||||||||
| 8044 Montgomery Road Suite 516 | Cincinnati | OH | 45236 | Treasurer and Finance & Audit Committee Chairperson | 3.000 | $0 | $0 | $0 |
| Adam Symson | ||||||||
| 8044 Montgomery Road Suite 516 | Cincinnati | OH | 45236 | Trustee | 2.000 | $0 | $0 | $0 |
| Arna Poupko Fisher | ||||||||
| 8044 Montgomery Road Suite 516 | Cincinnati | OH | 45236 | Trustee | 2.000 | $0 | $0 | $0 |
| Gloria Lipson | ||||||||
| 8044 Montgomery Road Suite 516 | Cincinnati | OH | 45236 | Trustee | 2.000 | $0 | $0 | $0 |
| Guy Peri | ||||||||
| 8044 Montgomery Road Suite 516 | Cincinnati | OH | 45236 | Trustee | 2.000 | $0 | $0 | $0 |
| Ronna Schneider | ||||||||
| 8044 Montgomery Road Suite 516 | Cincinnati | OH | 45236 | Trustee | 2.000 | $0 | $0 | $0 |
| Walter H Solomon | ||||||||
| 8044 Montgomery Road Suite 516 | Cincinnati | OH | 45236 | Board Chairperson | 5.000 | $0 | $0 | $0 |
| Brian Jaffee | ||||||||
| 8044 Montgomery Road Suite 516 | Cincinnati | OH | 45236 | Chief Executive Officer | 55.000 | $358,000 | $86,346 | $1,328 |
| Ernesto Levy | ||||||||
| 8044 Montgomery Road | Cincinnati | OH | 45236 | Trustee | 2.000 | $0 | $0 | $0 |
| Tedd Friedman | ||||||||
| 8044 Montgomery Road | Cincinnati | OH | 45236 | Trustee | 2.000 | $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 |
|---|---|---|---|---|---|---|---|---|
| Danniell Nadiv | ||||||||
| 8047 Montgomery Road Suite 516 | Cincinnati | OH | 45239 | Chief Prg Officer | 50.000 | $133,333 | $26,066 | $15,000 |
| Kim Newstadt | ||||||||
| 8048 Montgomery Road Suite 516 | Cincinnati | OH | 45240 | Dir Research/Learn | 40.000 | $136,500 | $44,582 | $0 |
| Lauren Seal | ||||||||
| 8049 Montgomery Road Suite 516 | Cincinnati | OH | 45241 | Sr Executive Asst | 45.000 | $77,500 | $19,113 | $0 |
| Michael Boberg | ||||||||
| 8045 Montgomery Road Suite 516 | Cincinnati | OH | 45237 | Dir Impact Assmt | 40.000 | $142,000 | $24,304 | $0 |
| Teresa Haught | ||||||||
| 8046 Montgomery Road Suite 516 | Cincinnati | OH | 45238 | CFO | 50.000 | $231,000 | $67,171 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp (5 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Service TypeServiceTypeTxt | CompensationCompensationAmt |
|---|---|---|---|---|---|
| Adams Street Partners LLC | |||||
| One North Wacker Drive Suite 2700 | Chicago | IL | 606062823 | Investment | $272,729 |
| Callan LLC | |||||
| 600 Montgomery Street | San Francisco | CA | 94111 | Investment | $243,750 |
| Rosov Consulting LLC | |||||
| 2095 Rose Street Suite 101 | Berkley | CA | 947091997 | Consulting | $119,909 |
| Crow Holdings Capital Partners LLC | |||||
| 3819 Maple Avenue | Dallas | TX | 75219 | Investment | $114,007 |
| Heitman Amerian Real Estate Trust LP | |||||
| 191 North Wacker Drive Suite 2500 | Chicago | IL | 60611 | Investment | $113,721 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contractor Paid Over50k | 6 | ContractorPaidOver50kCnt |
Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | GRANTMAKING METRICS & EVELUATION | Description1Txt |
| Expenses1 | $191,050 | Expenses1Amt |
| Description2 | ENHANCING MENTAL HEALTH WELLBEING | Description2Txt |
| Expenses2 | $27,545 | Expenses2Amt |
| Description3 | CHARITABLE PURPOSE REAL ESTATE | Description3Txt |
| Expenses3 | $15,172 | Expenses3Amt |
| Description4 | REFLECT CINCY INNOVATIVE FUNDING PROCESS | Description4Txt |
| Expenses4 | $10,157 | Expenses4Amt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $476,502,550 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $366,169 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $6,984,440 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $483,853,159 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $483,853,159 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $7,257,797 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $476,595,362 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $23,829,768 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $23,829,768 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $208,987 | TaxBasedOnInvestmentIncomeAmt |
| Income Tax | $0 | IncomeTaxAmt |
| Total Tax | $208,987 | TotalTaxAmt |
| Distributable Before Adj | $23,620,781 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $23,620,781 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $23,620,781 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $22,855,174 | 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 | $22,855,174 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $23,620,781 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $22,278,043 | UndistributedIncomePYAmt |
| Excess Distribution Cyov Yr5 | $0 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $0 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $0 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $0 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $0 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $22,855,174 | QualifyingDistributionsAmt |
| Applied To Year1 | $22,278,043 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $353,858 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $223,273 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $353,858 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $23,397,508 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $353,858 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $0 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $0 | ExcessFromYear4Amt |
| Excess From Year3 | $0 | ExcessFromYear3Amt |
| Excess From Year2 | $0 | ExcessFromYear2Amt |
| Excess From Year1 | $0 | ExcessFromYear1Amt |
| Excess From Current Year | $0 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | NOT APPLICABLE | ContributingManagerNm |
| Shareholder Manager | NOT APPLICABLE | ShareholderManagerNm |
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 (39 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| Action Tank | |||||||
| 880 Rue De La Paix Apt 5 | Cincinnati | OH | 452201024 | NONE | PC | City Council Night Class - refund of unused grant | -$16,506 |
| Art Opportunities | |||||||
| 2460 Gilbert Avenue | Cincinnati | OH | 45206 | NONE | PC | ArtWorks Jewish Cultural Mural | $35,000 |
| B'nai B'rith Youth Organization Inc | |||||||
| 800 Eighth Street NW | Washington | DC | 20001 | NONE | PC | Cincinnati Teen Initiative Grant | $352,000 |
| Bon Secours Mercy Health Foundation | |||||||
| 1701 Mercy Health Pl | Cincinnati | OH | 45237 | NONE | PC | Jewish Hospital Pastoral Education Program | $25,000 |
| Chabad of the East Side Inc | |||||||
| 1435 Vine Street | Cincinnati | OH | 45202 | NONE | PC | Camp Chabad Marketing Support for Summer 2024 Programming | $18,000 |
| Camp Livingston | |||||||
| 8485 Ridge Road | Cincinnati | OH | 45236 | NONE | PC | 2023 - 2025 Operating Support | $144,242 |
| Center for Jewish Living & Learn Inc | |||||||
| 3977 Hunt Road | Cincinnati | OH | 45236 | NONE | PC | Friendship Circle; Sycamore Township Eruv Extension | $85,000 |
| Cincinnati Community Kollel | |||||||
| 2241 Losantiville Avenue | Cincinnati | OH | 45237 | NONE | PC | Capacity Building Grant | $100,000 |
| Cincinnati Hebrew Day School | |||||||
| 2222 Losantiville Avenue | Cincinnati | OH | 45237 | NONE | PC | 2022 - 2026 Operating Support | $1,038,500 |
| Cincinnati Playhouse in the Park | |||||||
| 962 Mt Adams Circle | Cincinnati | OH | 45202 | NONE | PC | Sponsorship of Rutka | $50,000 |
| Chris Miller Chorale | |||||||
| 7560 Silver Creek Rd | Cleves | OH | 45002 | NONE | PC | Cincinnati Camerata Plum Street Temple Concert | $3,000 |
| Community Congregations | |||||||
| 8044 Montgomery Road Suite 516 | Cincinnati | OH | 45236 | NONE | PC | Educational Programming, Congregational Excellence, Engagement, and Sustainability | $2,032,443 |
| EquaSion | |||||||
| 9830 Tollgate Lane | Cincinnati | OH | 45242 | NONE | PC | Organization Capacity Building Grant | $30,000 |
| Friends of Givat Haviva | |||||||
| 500 7th Ave 8th Floor | New York | NY | 10018 | NONE | PC | Through Others Eyes - Summer 2024 Program | $10,000 |
| Green Light Fund | |||||||
| 50 Milk Street | Boston | MA | 02109 | NONE | PC | Strategic Initiatives Support for Funds 2 and 3 | $100,000 |
| Hebrew Union College | |||||||
| 3101 Clifton Avenue | Cincinnati | OH | 45220 | NONE | PC | Skirball Museum 2023/2024 Temporary Exhibition Support | $25,000 |
| Hillel Foundation at Miami University | |||||||
| 11 E Walnut Street | Oxford | OH | 45056 | NONE | PC | Operating Grant; Shared Staff Capacity Building Grant | $100,000 |
| Hillel of University of Cincinnati | |||||||
| 2615 Clifton Avenue | Cincinnati | OH | 45220 | NONE | PC | Operating Support; Shared Staff Capacity Building Grant | $168,000 |
| Interact for Change | |||||||
| 8230 Montgomery Road | Cincinnati | OH | 45202 | NONE | PC | Regional Funder Collaborative Mental Health Effort | $50,000 |
| Interfaithfamily Com Inc | |||||||
| 190 North Main Street Suite 203 | Natick | MA | 01760 | NONE | PC | Our Year of Firsts: Parenting Edition (Reflect Cincy) | $17,500 |
| Isaac M Wise Temple | |||||||
| 8329 Ridge Road | Cincinnati | OH | 45236 | NONE | PC | Home Base Grant | $40,000 |
| ish | |||||||
| 6144 Grand Vista | Cincinnati | OH | 45213 | NONE | PC | Cincinnati Teen Initiative; Birds of a Feather (Reflect Cincy); elech (Reflect Cincy); Strategic Planning | $170,732 |
| Jewfolk Media Inc | |||||||
| 2909 S Wayzata Blvd | Minneapolis | MN | 55495 | NONE | PC | Cincy Jewfolk (Reflect Cincy) | $52,500 |
| Jewish Cemeteries of Greater Cincinnati | |||||||
| 3400 Montgomery Road | Cincinnati | OH | 45207 | NONE | PC | Capital Campaign Grant | $200,000 |
| Jewish Comm Relations Council of NY | |||||||
| 520 Eighth Avenue Suite 1400 | New York | NY | 10018 | NONE | PC | Jewish Studies Scholars Solidarity Trip to Israel in Crisis | $10,000 |
| Jewish Discovery Center of Ohio Inc | |||||||
| 7587 Central Parke Blvd | Mason | OH | 45040 | NONE | PC | Chai Tots Early Childhood Center Operating Support | $210,000 |
| Jewish Family Service | |||||||
| 9395 Kenwood Road Suite 100 | Cincinnati | OH | 45242 | NONE | PC | K'vod; Operating Support; Youth Mental Health Expansion Initiative | $2,936,040 |
| Jewish Federation of Cincinnati | |||||||
| 8499 Ridge Road | Cincinnati | OH | 45236 | NONE | PC | Cincy Journeys - Israel Travel and Overnight Jewish Camping; 2023 Annual Campaign Matching Contribution; 2024 Annual Campaign Matching Contribution; Talent Management Initiative; "Strengthening Individual Giving Fundraising" Capacity Building Initiative; Community Buildings & Maintenance/SAFE Cincinnati/Shared Business Services; Swords of Iron Emergency Israel Campaign; Honeymoon Israel 2022; 2023/2023 Teacher Salary Enhancement | $6,643,556 |
| Jewish Fertility Foundation LLC | |||||||
| 60 Lenox Pointe NE | Atlanta | GA | 30324 | NONE | PC | Cincinnati Initiative; Pathway to Parenthood | $57,500 |
| Seven Hills Symphony | |||||||
| 3169 State Route 133 | Bethel | OH | 45106 | NONE | PC | Jewish Music Festival | $27,000 |
| JVS - Careers | |||||||
| 4540 Cooper Road Suite 300 | Cincinnati | OH | 45242 | NONE | PC | Operating Support | $331,000 |
| Mayerson JCC | |||||||
| 8485 Ridge Road | Cincinnati | OH | 45236 | NONE | PC | Operating Support; Campus Repairs - Rockdale Temple; Jewish Community Night at the Reds | $2,078,419 |
| Moishe House | |||||||
| 441 Saxony Road Barn 2 | Encinitas | CA | 920242725 | NONE | PC | Operating Support for Cincinnati House | $25,000 |
| Over-the-Rhine Museum | |||||||
| PO Box 14026 | Cincinnati | OH | 45250 | NONE | PC | Capital Campaign Support | $50,000 |
| Rabbinical Yeshiva of Cincinnati | |||||||
| 1863 Section Road | Cincinnati | OH | 45237 | NONE | PC | Scholarships Grant | $36,000 |
| Rockwern Academy | |||||||
| 8401 Montgomery Road | Cincinnati | OH | 45236 | NONE | PC | 2024 Operating Support | $3,154,296 |
| Shelanu | |||||||
| 8501 Ridge Avenue | Cincinnati | OH | 45236 | NONE | PC | 2024 Operating Support | $95,000 |
| Shabbat Project Inc | |||||||
| 228 Park Avenue South Suite 77191 | New York | NY | 10003 | NONE | PC | Cincy OneTable Grant | $60,000 |
| University of Cincinnati Foundation | |||||||
| PO Box 19970 | Cincinnati | OH | 45219 | NONE | PC | University of Cincinnati College of Arts & Science Presentation of Michael Twitty; Shared Hebrew Instructor for HUC-JIR Cincinnati and University of Cincinnati | $35,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $20,579,222 | TotalGrantOrContriPdDurYrAmt |
Grant Or Contri Apprv For Fut GrantOrContriApprvForFutGrp (24 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| B'nia B'rith Youth Organization Inc | |||||||
| 800 Eighth Street NW | Washington | DC | 20001 | NONE | PC | Teen Initiative Grant | $675,000 |
| Bon Secours Mercy Health Foundation | |||||||
| 1701 Mercy Health Pl | Cincinnati | OH | 45237 | NONE | PC | Jewish Hospital Pastoral Education Program | $75,000 |
| Camp Livingston | |||||||
| 8485 Ridge Road | Cincinnati | OH | 45236 | NONE | PC | 2023 - 2025 Operating Support | $216,364 |
| Chabad Jewish Center of Blue Ash | |||||||
| 3977 Hunt Road | Cincinnati | OH | 45236 | NONE | PC | Friendship Circle Support | $37,500 |
| Cincinnati Community Kollel | |||||||
| 2241 Losantiville Avenue | Cincinnati | OH | 45237 | NONE | PC | Scholars Support (2023 -2025) | $150,000 |
| Cincinnati Hebrew Day School | |||||||
| 2222 Losantiville Avenue | Cincinnati | OH | 45237 | NONE | PC | Fiscal Years 2022 - 2026 Operations Support | $1,644,250 |
| Civics Center | |||||||
| 1000 N Almeda St Suite 240 | Los Angeles | CA | 90012 | NONE | PC | Southwest Ohio Expansion Support | $25,000 |
| Community Congregations | |||||||
| 8044 Montgomery Road Suite 516 | Cincinnati | OH | 45236 | NONE | PC | 2024 - 2026 Operating Support | $3,464,667 |
| Congregation Beth Adam | |||||||
| 10001 Loveland Madeira Road | Loveland | OH | 45140 | NONE | PC | The Robert and Terri Barr Lecture Fund | $10,000 |
| Hillel Foundation at Miami University | |||||||
| 11 E Walnut Street | Oxford | OH | 45056 | NONE | PC | Campus Engagement Staffing 2025-2026 | $140,000 |
| Hillel of University of Cincinnati | |||||||
| 2615 Clifton Avenue | Cincinnati | OH | 45220 | NONE | PC | Expanding Student Engagement | $148,000 |
| Isaac M Wise Temple | |||||||
| 8329 Ridge Road | Cincinnati | OH | 45236 | NONE | PC | Home Base Grant | $90,000 |
| ish | |||||||
| 6144 Grand Vista | Cincinnati | OH | 45213 | NONE | PC | Strategic Planning Support; Birds of a Feather (Reflect Cincy) | $44,143 |
| Jewish Cemeteries of Greater Cincinnati | |||||||
| 3400 Montgomery Road | Cincinnati | OH | 45207 | NONE | PC | 2021 Capital Campaign | $400,000 |
| Jewish Discovery Center of Ohio Inc | |||||||
| 7587 Central Parke Blvd | Mason | OH | 45040 | NONE | PC | 2024 - 2025 Operating Support | $210,000 |
| Jewish Family Service | |||||||
| 9395 Kenwood Road Ste 100 | Cincinnati | OH | 45242 | NONE | PC | 2024 Operating Support; K'vod; Youth Mental Health | $1,038,105 |
| Jewish Federation of Cincinnati | |||||||
| 8499 Ridge Road | Cincinnati | OH | 45236 | NONE | PC | Talent Management Initiative; "Strengthening Individual Giving Fundraising" Capacity Building Initiative; Community Buildings & Maintenance; SAFE Cincinnati; Shared Business Services; 2025 Annual Campaign Matches | $10,608,982 |
| Jewish Fertility Foundation LLC | |||||||
| 60 Lenox Pointe NE | Atlanta | GA | 30324 | NONE | PC | Cincinnati Initiative; Pathway to Parenthood | $102,500 |
| JVS Careers | |||||||
| 4540 Cooper Road Suite 300 | Cincinnati | OH | 45242 | NONE | PC | 2024 Operating Support | $108,000 |
| Mayerson JCC | |||||||
| 8485 Ridge Road | Cincinnati | OH | 45236 | NONE | PC | 2024 Operating Support; Campus Repairs - Rockdale Temple; 2024 Short-term Capital Needs | $1,715,635 |
| Rockwern Academy | |||||||
| 8401 Montgomery Road | Cincinnati | OH | 45236 | NONE | PC | 2024 - 2025 Operating Support; Division of Adulting 2024 - 2025 | $3,347,812 |
| Shabbat Project Inc | |||||||
| 228 Park Ave S Suite 77191 | New York | NY | 10003 | NONE | PC | Cincinnati Community Ambassador Renewal 2024 | $30,000 |
| University of Cinti Judaic Studies Dept | |||||||
| 51 Goodman Street PO Box 19970 | Cincinnati | OH | 45219 | NONE | PC | Shared Modern Hebrew instructor for HUC_JIR Cincinnati and University of Cincinnati | $50,000 |
| Xavier University | |||||||
| 3800 Victory Parkway | Cincinnati | OH | 45207 | NONE | PC | Public Policy Student Leadership Trips to Israel | $225,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Apprv Fut | $24,555,958 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $9,385,940 | ExclusionAmt |
Net Rntl Incm Re Not Debt Fincd Prop NetRntlIncmReNotDebtFincdProp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 16 | ExclusionCd |
| Exclusion | $5,968 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business | 901101 | BusinessCd |
| Unrelated Business Taxbl Incm | $35,377 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | 18 | ExclusionCd |
| Exclusion | $7,286,448 | ExclusionAmt |
Other Revenue Described OtherRevenueDescribedGrp (2 entries)
| DescDesc | ExclusionExclusionCd | ExclusionExclusionAmt |
|---|---|---|
| OTHER REVENUE | 1 | $16 |
| TENENT IMPROVEMENT ALLOWANCE | 1 | $38,370 |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $35,377 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $16,716,742 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $16,752,119 | 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 Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE SHIMON BEN JOSEPH FOUNDATION | BusinessNameLine1Txt |
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 | $113,358 | 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 | $40,268 | Amt |
| Net Investment Income | $24,161 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $16,107 | DisbursementsCharitablePrpsAmt |
Depreciation Schedule DepreciationSchedule
Depreciation Property DepreciationPropertyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Property | PP&E | PropertyDesc |
| Current Year Expense | $26,185 | CurrentYearExpenseAmt |
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 | $106,954,911 | EOYBookValueAmt |
| EOYFMV | $101,294,379 | EOYFMVAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | GLOBAL EQUITY SECURITIES | StockNm |
| EOY Book Value | $179,470,840 | EOYBookValueAmt |
| EOYFMV | $339,348,310 | EOYFMVAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (5 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| HEDGE FUND OF FUNDS | FMV | $25,000,000 | $27,213,508 |
| REAL ESTATE TRUSTS | FMV | $22,070,155 | $26,848,251 |
| VENTURE CAPITAL FUNDS | FMV | $998,829 | $1,390,351 |
| PRIVATE EQUITY | FMV | $1,996,881 | $2,508,164 |
| DIVERSIFYING STRATEGIES | FMV | $82,503 | $149,776 |
Land Etc Schedule2 LandEtcSchedule2
Land Etc LandEtcGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | PPE | CategoryOrItemTxt |
| Cost Or Other Basis | $4,944,731 | CostOrOtherBasisAmt |
| Accumulated Depreciation | $128,207 | AccumulatedDepreciationAmt |
| Book Value | $4,816,524 | BookValueAmt |
| EOYFMV | $4,816,524 | EOYFMVAmt |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL FEES | CategoryTxt |
| Legal Fees | $19,010 | LegalFeesAmt |
| Net Investment Income | $10,418 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $12,764 | DisbursementsCharitablePrpsAmt |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | INTEREST RECEIVABLE | Desc |
| BOY Book Value | $210,725 | BOYBookValueAmt |
| EOY Book Value | $195,528 | EOYBookValueAmt |
| EOYFMV | $195,528 | EOYFMVAmt |
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 | $80,886 | $3,254 | $0 | $78,094 |
| INSURANCE | $57,152 | $0 | $0 | $57,152 |
| REAL ESTATE EXPENSES | $457,387 | $457,387 | $0 | $0 |
| CHARITABLE PROGRAMMING | $325,965 | $0 | $0 | $315,732 |
| MISCELLANEOUS | $104,267 | $3,192 | $0 | $99,902 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Other Income | Desc |
| Revenue And Expenses Per Books | $38,386 | 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 | $4,877,259 |
| INVESTMENT MANAGEMENT FEES | $160,336 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | CONSULTING FEES | CategoryTxt |
| Amt | $1,206,220 | Amt |
| Net Investment Income | $1,065,439 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $57,195 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| FEDERAL TAXES | $239,879 | $0 | $0 | $0 |
| STATE FILING FEE | $200 | $0 | $0 | $0 |