2025-05-08T15:41:11+00:00 2024-06-30 440160260 Forvis Mazars LLP 312 Walnut Street Suite 3000 Cincinnati OH 45202 990PF 2023-07-01 311451489 The Jewish Foundation of Cincinnati JEWI 5132141200 8044 Montgomery Road Suite 516 Cincinnati OH 45236 Brian Jaffee Chief Executive Officer 2025-05-08 true true Aaron Hershberger P00961884 5136218300 2025-03-25 2023 2025-03-06 01:10:19Z X 508500609 X 113358 9385940 9385940 0 5968 5968 0 5968 7321825 7321825 0 0 0 38386 0 0 16865477 16713733 0 384850 11546 0 346454 771346 66990 0 731206 378598 26611 0 354600 19010 10418 0 12764 40268 24161 0 16107 1206220 1065439 0 57195 240079 0 0 0 26185 0 0 132551 5308 0 127399 75362 4179 0 74415 5219 205 0 4932 1025657 463833 0 550880 4305345 1678690 0 2275952 20579222 20579222 24884567 1678690 0 22855174 -8019090 15035043 0 131337 459328 459328 5908948 4169859 4169859 39012 0 82961 39012 39012 0 0 0 0 0 240500 0 0 0 0 0 0 0 0 0 0 0 0 0 50897 67619 67619 0 0 0 180700009 179470840 339348310 108050059 106954911 101294379 0 0 0 0 0 0 0 46531207 50148368 58110050 4944731 128207 7418895 4816524 4816524 210725 195528 195528 349325538 346321989 508500609 159186 137130 0 0 0 0 0 0 0 0 159186 137130 X 349166352 346184859 0 0 0 0 0 0 0 0 349166352 346184859 349325538 346321989 349166352 -8019090 5037595 346184857 0 346184857 PUBLICLY TRADED SECURITIES P 18952039 0 16792714 2159325 0 2159325 MONEY MARKET P 35500904 0 35500904 0 0 0 REAL ESTATE INVESTMENT P 7420190 0 2257690 5162500 0 5162500 7321825 0 208987 0 208987 0 208987 250915 0 0 0 250915 0 41928 41928 0 false false false false false true true false true true OH false false false true false true WWW.THEJEWISHFOUNDATION.ORG TERESA HAUGHT 5132141204 8044 MONTGOMERY ROAD SUITE 516 CINCINNATI OH 45236 false false false false true false false false false false false false false false false false false false false false false false 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 358000 86346 1328 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 Danniell Nadiv 8047 Montgomery Road Suite 516 Cincinnati OH 45239 Chief Prg Officer 50.000 133333 26066 15000 Kim Newstadt 8048 Montgomery Road Suite 516 Cincinnati OH 45240 Dir Research/Learn 40.000 136500 44582 0 Lauren Seal 8049 Montgomery Road Suite 516 Cincinnati OH 45241 Sr Executive Asst 45.000 77500 19113 0 Michael Boberg 8045 Montgomery Road Suite 516 Cincinnati OH 45237 Dir Impact Assmt 40.000 142000 24304 0 Teresa Haught 8046 Montgomery Road Suite 516 Cincinnati OH 45238 CFO 50.000 231000 67171 0 0 Adams Street Partners LLC One North Wacker Drive Suite 2700 Chicago IL 606062823 Investment 272729 Callan LLC 600 Montgomery Street San Francisco CA 94111 Investment 243750 Rosov Consulting LLC 2095 Rose Street Suite 101 Berkley CA 947091997 Consulting 119909 Crow Holdings Capital Partners LLC 3819 Maple Avenue Dallas TX 75219 Investment 114007 Heitman Amerian Real Estate Trust LP 191 North Wacker Drive Suite 2500 Chicago IL 60611 Investment 113721 6 GRANTMAKING METRICS & EVELUATION 191050 ENHANCING MENTAL HEALTH WELLBEING 27545 CHARITABLE PURPOSE REAL ESTATE 15172 REFLECT CINCY INNOVATIVE FUNDING PROCESS 10157 0 476502550 366169 6984440 483853159 0 0 483853159 7257797 476595362 23829768 23829768 208987 0 208987 23620781 0 23620781 0 23620781 22855174 0 0 0 0 22855174 23620781 22278043 0 0 0 0 0 0 22855174 22278043 0 353858 223273 0 0 0 353858 0 0 0 0 23397508 353858 0 0 0 0 0 0 0 NOT APPLICABLE NOT APPLICABLE THE JEWISH FOUNDATION OF CINCINNATI 8044 MONTGOMERY ROAD SUITE 516 CINCINNATI OH 45236 5132141200 COMPLETE THE FOUNDATION'S GRANT PROPOSAL WHICH INCLUDES A CASE STATEMENT, GOALS AND OBJECTIVES, ACTIVITIES, TIMELINES, STAFFING, BUDGET, ANTICIPATED OUTCOMES AND MEASUREMENT AS WELL AS IRS DETERMINATION LETTER. NO SUBMISSION DEADLINES CHARITABLE ORGANIZATIONS Action Tank 880 Rue De La Paix Apt 5 Cincinnati OH 452201024 NONE PC City Council Night Class - refund of unused grant -16506 Art Opportunities 2460 Gilbert Avenue Cincinnati OH 45206 NONE PC ArtWorks Jewish Cultural Mural 35000 B'nai B'rith Youth Organization Inc 800 Eighth Street NW Washington DC 20001 NONE PC Cincinnati Teen Initiative Grant 352000 Bon Secours Mercy Health Foundation 1701 Mercy Health Pl Cincinnati OH 45237 NONE PC Jewish Hospital Pastoral Education Program 25000 Chabad of the East Side Inc 1435 Vine Street Cincinnati OH 45202 NONE PC Camp Chabad Marketing Support for Summer 2024 Programming 18000 Camp Livingston 8485 Ridge Road Cincinnati OH 45236 NONE PC 2023 - 2025 Operating Support 144242 Center for Jewish Living & Learn Inc 3977 Hunt Road Cincinnati OH 45236 NONE PC Friendship Circle; Sycamore Township Eruv Extension 85000 Cincinnati Community Kollel 2241 Losantiville Avenue Cincinnati OH 45237 NONE PC Capacity Building Grant 100000 Cincinnati Hebrew Day School 2222 Losantiville Avenue Cincinnati OH 45237 NONE PC 2022 - 2026 Operating Support 1038500 Cincinnati Playhouse in the Park 962 Mt Adams Circle Cincinnati OH 45202 NONE PC Sponsorship of Rutka 50000 Chris Miller Chorale 7560 Silver Creek Rd Cleves OH 45002 NONE PC Cincinnati Camerata Plum Street Temple Concert 3000 Community Congregations 8044 Montgomery Road Suite 516 Cincinnati OH 45236 NONE PC Educational Programming, Congregational Excellence, Engagement, and Sustainability 2032443 EquaSion 9830 Tollgate Lane Cincinnati OH 45242 NONE PC Organization Capacity Building Grant 30000 Friends of Givat Haviva 500 7th Ave 8th Floor New York NY 10018 NONE PC Through Others Eyes - Summer 2024 Program 10000 Green Light Fund 50 Milk Street Boston MA 02109 NONE PC Strategic Initiatives Support for Funds 2 and 3 100000 Hebrew Union College 3101 Clifton Avenue Cincinnati OH 45220 NONE PC Skirball Museum 2023/2024 Temporary Exhibition Support 25000 Hillel Foundation at Miami University 11 E Walnut Street Oxford OH 45056 NONE PC Operating Grant; Shared Staff Capacity Building Grant 100000 Hillel of University of Cincinnati 2615 Clifton Avenue Cincinnati OH 45220 NONE PC Operating Support; Shared Staff Capacity Building Grant 168000 Interact for Change 8230 Montgomery Road Cincinnati OH 45202 NONE PC Regional Funder Collaborative Mental Health Effort 50000 Interfaithfamily Com Inc 190 North Main Street Suite 203 Natick MA 01760 NONE PC Our Year of Firsts: Parenting Edition (Reflect Cincy) 17500 Isaac M Wise Temple 8329 Ridge Road Cincinnati OH 45236 NONE PC Home Base Grant 40000 ish 6144 Grand Vista Cincinnati OH 45213 NONE PC Cincinnati Teen Initiative; Birds of a Feather (Reflect Cincy); elech (Reflect Cincy); Strategic Planning 170732 Jewfolk Media Inc 2909 S Wayzata Blvd Minneapolis MN 55495 NONE PC Cincy Jewfolk (Reflect Cincy) 52500 Jewish Cemeteries of Greater Cincinnati 3400 Montgomery Road Cincinnati OH 45207 NONE PC Capital Campaign Grant 200000 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 10000 Jewish Discovery Center of Ohio Inc 7587 Central Parke Blvd Mason OH 45040 NONE PC Chai Tots Early Childhood Center Operating Support 210000 Jewish Family Service 9395 Kenwood Road Suite 100 Cincinnati OH 45242 NONE PC K'vod; Operating Support; Youth Mental Health Expansion Initiative 2936040 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 6643556 Jewish Fertility Foundation LLC 60 Lenox Pointe NE Atlanta GA 30324 NONE PC Cincinnati Initiative; Pathway to Parenthood 57500 Seven Hills Symphony 3169 State Route 133 Bethel OH 45106 NONE PC Jewish Music Festival 27000 JVS - Careers 4540 Cooper Road Suite 300 Cincinnati OH 45242 NONE PC Operating Support 331000 Mayerson JCC 8485 Ridge Road Cincinnati OH 45236 NONE PC Operating Support; Campus Repairs - Rockdale Temple; Jewish Community Night at the Reds 2078419 Moishe House 441 Saxony Road Barn 2 Encinitas CA 920242725 NONE PC Operating Support for Cincinnati House 25000 Over-the-Rhine Museum PO Box 14026 Cincinnati OH 45250 NONE PC Capital Campaign Support 50000 Rabbinical Yeshiva of Cincinnati 1863 Section Road Cincinnati OH 45237 NONE PC Scholarships Grant 36000 Rockwern Academy 8401 Montgomery Road Cincinnati OH 45236 NONE PC 2024 Operating Support 3154296 Shelanu 8501 Ridge Avenue Cincinnati OH 45236 NONE PC 2024 Operating Support 95000 Shabbat Project Inc 228 Park Avenue South Suite 77191 New York NY 10003 NONE PC Cincy OneTable Grant 60000 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 35000 20579222 B'nia B'rith Youth Organization Inc 800 Eighth Street NW Washington DC 20001 NONE PC Teen Initiative Grant 675000 Bon Secours Mercy Health Foundation 1701 Mercy Health Pl Cincinnati OH 45237 NONE PC Jewish Hospital Pastoral Education Program 75000 Camp Livingston 8485 Ridge Road Cincinnati OH 45236 NONE PC 2023 - 2025 Operating Support 216364 Chabad Jewish Center of Blue Ash 3977 Hunt Road Cincinnati OH 45236 NONE PC Friendship Circle Support 37500 Cincinnati Community Kollel 2241 Losantiville Avenue Cincinnati OH 45237 NONE PC Scholars Support (2023 -2025) 150000 Cincinnati Hebrew Day School 2222 Losantiville Avenue Cincinnati OH 45237 NONE PC Fiscal Years 2022 - 2026 Operations Support 1644250 Civics Center 1000 N Almeda St Suite 240 Los Angeles CA 90012 NONE PC Southwest Ohio Expansion Support 25000 Community Congregations 8044 Montgomery Road Suite 516 Cincinnati OH 45236 NONE PC 2024 - 2026 Operating Support 3464667 Congregation Beth Adam 10001 Loveland Madeira Road Loveland OH 45140 NONE PC The Robert and Terri Barr Lecture Fund 10000 Hillel Foundation at Miami University 11 E Walnut Street Oxford OH 45056 NONE PC Campus Engagement Staffing 2025-2026 140000 Hillel of University of Cincinnati 2615 Clifton Avenue Cincinnati OH 45220 NONE PC Expanding Student Engagement 148000 Isaac M Wise Temple 8329 Ridge Road Cincinnati OH 45236 NONE PC Home Base Grant 90000 ish 6144 Grand Vista Cincinnati OH 45213 NONE PC Strategic Planning Support; Birds of a Feather (Reflect Cincy) 44143 Jewish Cemeteries of Greater Cincinnati 3400 Montgomery Road Cincinnati OH 45207 NONE PC 2021 Capital Campaign 400000 Jewish Discovery Center of Ohio Inc 7587 Central Parke Blvd Mason OH 45040 NONE PC 2024 - 2025 Operating Support 210000 Jewish Family Service 9395 Kenwood Road Ste 100 Cincinnati OH 45242 NONE PC 2024 Operating Support; K'vod; Youth Mental Health 1038105 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 10608982 Jewish Fertility Foundation LLC 60 Lenox Pointe NE Atlanta GA 30324 NONE PC Cincinnati Initiative; Pathway to Parenthood 102500 JVS Careers 4540 Cooper Road Suite 300 Cincinnati OH 45242 NONE PC 2024 Operating Support 108000 Mayerson JCC 8485 Ridge Road Cincinnati OH 45236 NONE PC 2024 Operating Support; Campus Repairs - Rockdale Temple; 2024 Short-term Capital Needs 1715635 Rockwern Academy 8401 Montgomery Road Cincinnati OH 45236 NONE PC 2024 - 2025 Operating Support; Division of Adulting 2024 - 2025 3347812 Shabbat Project Inc 228 Park Ave S Suite 77191 New York NY 10003 NONE PC Cincinnati Community Ambassador Renewal 2024 30000 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 50000 Xavier University 3800 Victory Parkway Cincinnati OH 45207 NONE PC Public Policy Student Leadership Trips to Israel 225000 24555958 14 9385940 16 5968 901101 35377 18 7286448 OTHER REVENUE 1 16 TENENT IMPROVEMENT ALLOWANCE 1 38370 35377 16716742 0 16752119 false false false false false false false false false false X X 1 THE SHIMON BEN JOSEPH FOUNDATION 343 SANSOME STREET 550 SAN FRANCISCO CA 94104 113358 X ACCOUNTING FEES 40268 24161 0 16107 PP&E 26185 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. THE STATE OF OHIO DOES NOT REQUIRE A COPY OF THE FORM 990-PF TO BE FILED WITH THE STATE. IN LIEU OF THE FEDERAL FORM, A VERIFICATION OF FILING WITH THE INTERNAL REVENUE SERVICE FORM IS REQUIRED TO BE COMPLETED AND FILED WITH THE STATE OF OHIO ATTORNEY GENERAL. A COPY OF THE REQUIRED OHIO FORM HAS BEEN FILED. GLOBAL FIXED INCOME 106954911 101294379 GLOBAL EQUITY SECURITIES 179470840 339348310 HEDGE FUND OF FUNDS FMV 25000000 27213508 REAL ESTATE TRUSTS FMV 22070155 26848251 VENTURE CAPITAL FUNDS FMV 998829 1390351 PRIVATE EQUITY FMV 1996881 2508164 DIVERSIFYING STRATEGIES FMV 82503 149776 PPE 4944731 128207 4816524 4816524 LEGAL FEES 19010 10418 0 12764 INTEREST RECEIVABLE 210725 195528 195528 COMPUTER EXPENSE 80886 3254 0 78094 INSURANCE 57152 0 0 57152 REAL ESTATE EXPENSES 457387 457387 0 0 CHARITABLE PROGRAMMING 325965 0 0 315732 MISCELLANEOUS 104267 3192 0 99902 Other Income 38386 0 0 REALIZED GAIN ON IN-KIND SHARE TRANSFER 4877259 INVESTMENT MANAGEMENT FEES 160336 CONSULTING FEES 1206220 1065439 0 57195 FEDERAL TAXES 239879 0 0 0 STATE FILING FEE 200 0 0 0