JHSI INC: Form 990PF, tax year 2019
View the entire original 990 at ProPublica ↗
- Organization
- JHSI INC (EIN 31-0536670)
- Tax period
- 2019-07-01 to 2020-06-30
- Filed
- 2021-05-17
- IRS object ID
- 202121379349101432
- Schema version
- 2019v5.1
- 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 Assets 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 | 2021-05-17T16:00:08-05:00 | ReturnTs |
| Tax Period End | 2020-06-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BKD 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 | 2019-07-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 310536670 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | JHSI INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| In Care Of | % TERESA HAUGHT | InCareOfNm |
| Business Name Control | JHSI | 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 | EXECUTIVE DIRECTOR | PersonTitleTxt |
| Phone | 5132141204 | PhoneNum |
| Signature | 2021-05-15 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Aaron Hershberger | PreparerPersonNm |
| PTIN | P00961884 | PTIN |
| Phone | 5136218300 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2019 | TaxYr |
| Build TS | 2022-09-23 18:48:47Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $328,984,598 | 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 | $0 | ContriRcvdRevAndExpnssAmt |
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Dividends Rev And Expnss | $6,357,142 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $6,357,142 | DividendsNetInvstIncmAmt |
| Gross Rents Rev And Expnss | $7,350 | GrossRentsRevAndExpnssAmt |
| Gross Rents Net Invst Incm | $7,350 | GrossRentsNetInvstIncmAmt |
| Net Rental Income Or Loss | $7,350 | NetRentalIncomeOrLossAmt |
| Net Gain Sale Ast Rev And Expnss | $5,058,830 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $30,800,727 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $5,058,830 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $511,404 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $0 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $11,934,726 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $11,423,322 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $254,158 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $2,542 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $251,616 | CompOfcrDirTrstDsbrsChrtblAmt |
| Oth Empl Slrs Wgs Rev And Expnss | $486,983 | OthEmplSlrsWgsRevAndExpnssAmt |
| Oth Empl Slrs Wgs Net Invst Incm | $33,042 | OthEmplSlrsWgsNetInvstIncmAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $453,941 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Pension Empl Bnft Rev And Expnss | $204,378 | PensionEmplBnftRevAndExpnssAmt |
| Pension Empl Bnft Net Invst Incm | $11,646 | PensionEmplBnftNetInvstIncmAmt |
| Pension Empl Bnft Dsbrs Chrtbl | $192,968 | PensionEmplBnftDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $27,023 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $332 | LegalFeesNetInvstIncmAmt |
| Legal Fees Adj Net Incm | $0 | LegalFeesAdjNetIncmAmt |
| Legal Fees Dsbrs Chrtbl | $30,375 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $30,280 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $18,168 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $0 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $12,112 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $620,879 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $610,867 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Adj Net Incm | $0 | OtherProfFeesAdjNetIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $12,113 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $104,241 | TaxesRevAndExpnssAmt |
| Deprec And Dpltn Rev And Expnss | $31,849 | DeprecAndDpltnRevAndExpnssAmt |
| Occupancy Rev And Expnss | $90,843 | OccupancyRevAndExpnssAmt |
| Occupancy Net Invst Incm | $4,935 | OccupancyNetInvstIncmAmt |
| Occupancy Dsbrs Chrtbl | $86,332 | OccupancyDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $33,835 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Net Invst Incm | $1,325 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $36,754 | TravConfMeetingDsbrsChrtblAmt |
| Printing And Pub Rev And Expnss | $5,332 | PrintingAndPubRevAndExpnssAmt |
| Printing And Pub Net Invst Incm | $290 | PrintingAndPubNetInvstIncmAmt |
| Printing And Pub Dsbrs Chrtbl | $6,006 | PrintingAndPubDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $574,777 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $10,861 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Adj Net Incm | $0 | OtherExpensesAdjNetIncmAmt |
| Other Expenses Dsbrs Chrtbl | $578,951 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $2,464,578 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $694,008 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $1,661,168 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $14,385,778 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $14,385,778 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $16,850,356 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $694,008 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $16,046,946 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$4,915,630 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $10,729,314 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $231,597 | CashBOYAmt |
| Cash EOY | $58,200 | CashEOYAmt |
| Cash EOYFMV | $58,200 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $1,174,983 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $194,061 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $194,061 | SavAndTempCashInvstEOYFMVAmt |
| Acct Rcvbl | $8,517 | AcctRcvblAmt |
| Acct Rcvbl BOY | $517 | AcctRcvblBOYAmt |
| Acct Rcvbl EOY | $8,517 | AcctRcvblEOYAmt |
| Acct Rcvbl EOYFMV | $8,517 | AcctRcvblEOYFMVAmt |
| Other Nts And Loans Rcvbl | $164,119 | OtherNtsAndLoansRcvblAmt |
| Other Nts And Loans Rcvbl BOY | $222,453 | OtherNtsAndLoansRcvblBOYAmt |
| Other Nts And Loans Rcvbl EOY | $164,119 | OtherNtsAndLoansRcvblEOYAmt |
| Other Nts And Loans Rcvbl EOYFMV | $164,119 | OtherNtsAndLoansRcvblEOYFMVAmt |
| Prepaid Expenses BOY | $20,165 | PrepaidExpensesBOYAmt |
| Prepaid Expenses EOY | $15,740 | PrepaidExpensesEOYAmt |
| Prepaid Expenses EOYFMV | $15,740 | PrepaidExpensesEOYFMVAmt |
| US Government Obligations BOY | $6,167,918 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $0 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $0 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $120,268,142 | CorporateStockBOYAmt |
| Corporate Stock EOY | $116,073,769 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $209,641,094 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $52,915,808 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $58,926,599 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $65,027,654 | CorporateBondsEOYFMVAmt |
| Other Investments BOY | $32,978,869 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $33,766,686 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $44,939,191 | OtherInvestmentsEOYFMVAmt |
| Land Bldg Equip Cost Or Other Bss | $9,146,086 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $213,624 | LandBldgEquipAccumDeprecAmt |
| Land BOY | $8,918,033 | LandBOYAmt |
| Land EOY | $8,932,462 | LandEOYAmt |
| Land EOYFMV | $8,932,462 | LandEOYFMVAmt |
| Other Assets BOY | $3,425 | OtherAssetsBOYAmt |
| Other Assets EOY | $3,560 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $3,560 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $222,901,910 | TotalAssetsBOYAmt |
| Total Assets EOY | $218,143,713 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $328,984,598 | TotalAssetsEOYFMVAmt |
| Accounts Payable BOY | $93,935 | AccountsPayableBOYAmt |
| Accounts Payable EOY | $47,548 | AccountsPayableEOYAmt |
| Other Liabilities BOY | $331,976 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $310,397 | OtherLiabilitiesEOYAmt |
| Total Liabilities BOY | $425,911 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $357,945 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $222,475,999 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | $217,785,768 | NoDonorRstrNetAssestsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $222,475,999 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $217,785,768 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $222,901,910 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $218,143,713 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $222,475,999 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$4,915,630 | ExcessRevenueOverExpensesAmt |
| Other Increases | $225,399 | OtherIncreasesAmt |
| Subtotal | $217,785,768 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $217,785,768 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Property | PUBLIC TRADED SECURITIES | PropertyDesc |
| Gross Sales Price | $30,800,727 | GrossSalesPriceAmt |
| Cost Or Other Basis | $25,741,897 | CostOrOtherBasisAmt |
| Gain Or Loss | $5,058,830 | GainOrLossAmt |
| Gains Minus Excess Or Losses | $5,058,830 | GainsMinusExcessOrLossesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $5,058,830 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $15,868,018 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $313,332,071 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.050643 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $15,500,027 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $312,437,365 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.04961 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $13,949,668 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $281,452,261 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.049563 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $12,872,677 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $268,143,658 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.048007 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $13,821,366 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $274,817,373 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.050293 | DistributionYr5Rt |
| Total Distribution | 0.248116 | TotalDistributionRt |
| Average Distribution | 0.049623 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $322,721,020 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $16,014,385 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $107,293 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $16,121,678 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $16,301,946 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Domestic Org Meeting Sect4940e | Yes (X) | DomesticOrgMeetingSect4940eInd |
| Investment Income Excise Tax | $107,293 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $107,293 | SubtotalAmt |
| Tax Based On Investment Income | $107,293 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $119,100 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $119,100 | TotalPaymentsAndCreditsAmt |
| Overpayment | $11,807 | OverpaymentAmt |
| Applied To ES Tax | $0 | AppliedToESTaxAmt |
| Refund | $11,807 | 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 | 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 | false | 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 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 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 (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 |
|---|---|---|---|---|---|---|---|---|---|
| ROBERT BRANT | |||||||||
| 8044 MONTGOMERY ROAD | SUITE 516 | CINCINNATI | OH | 45236 | SECRETARY | 3.75 | $0 | $0 | $0 |
| BRET CALLER | |||||||||
| 8044 MONTGOMERY ROAD | SUITE 516 | CINCINNATI | OH | 45236 | PRESIDENT | 11.25 | $0 | $0 | $0 |
| ARNA POUPKO FISHER | |||||||||
| 8044 MONTGOMERY ROAD | SUITE 516 | CINCINNATI | OH | 45236 | TRUSTEE | 3.75 | $0 | $0 | $0 |
| ED FRANKEL | |||||||||
| 8044 MONTGOMERY ROAD | SUITE 516 | CINCINNATI | OH | 45236 | TRUSTEE | 3.75 | $0 | $0 | $0 |
| BETH GUTTMAN | |||||||||
| 8044 MONTGOMERY ROAD | SUITE 516 | CINCINNATI | OH | 45236 | IMMEDIATE PAST PRESIDENT | 3.75 | $0 | $0 | $0 |
| BRIAN JAFFEE | |||||||||
| 8044 MONTGOMERY ROAD | SUITE 516 | CINCINNATI | OH | 45236 | EXECUTIVE DIRECTOR | 40.0 | $254,158 | $48,863 | $0 |
| GLORIA LIPSON | |||||||||
| 8044 MONTGOMERY ROAD | SUITE 516 | CINCINNATI | OH | 45236 | TRUSTEE | 3.75 | $0 | $0 | $0 |
| LESLIE NEWMAN | |||||||||
| 8044 MONTGOMERY ROAD | SUITE 516 | CINCINNATI | OH | 45236 | TRUSTEE | 3.75 | $0 | $0 | $0 |
| MICHAEL OESTREICHER | |||||||||
| 8044 MONTGOMERY ROAD | SUITE 516 | CINCINNATI | OH | 45236 | TRUSTEE | 3.75 | $0 | $0 | $0 |
| GUY PERI | |||||||||
| 8044 MONTGOMERY ROAD | SUITE 516 | CINCINNATI | OH | 45236 | TRUSTEE | 3.75 | $0 | $0 | $0 |
| J DAVID ROSENBERG | |||||||||
| 8044 MONTGOMERY ROAD | SUITE 516 | CINCINNATI | OH | 45236 | VP OF INVESTMENT & FINANCE | 3.75 | $0 | $0 | $0 |
| JOHN STEIN | |||||||||
| 8044 MONTGOMERY ROAD | SUITE 516 | CINCINNATI | OH | 45236 | TRUSTEE | 3.75 | $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 |
|---|---|---|---|---|---|---|---|
| MICHAEL BOBERG | |||||||
| 8044 MONTGOMERY ROAD STE 516 | CINCINNATI | OH | 45236 | SR GRANTS OFFICER | 34.0 | $92,102 | $21,267 |
| ERIC DAUER | |||||||
| 8044 MONTGOMERY ROAD STE 516 | CINCINNATI | OH | 45236 | DIRECTOR OF OPS | 34.0 | $108,216 | $16,798 |
| TERESA HAUGHT | |||||||
| 8044 MONTGOMERY ROAD STE 516 | CINCINNATI | OH | 45236 | DIRECTOR OF FINANCE | 37.5 | $139,191 | $29,282 |
| KIM NEWSTADT | |||||||
| 8044 MONTGOMERY ROAD STE 516 | CINCINNATI | OH | 45236 | DIR SPECIAL PROJECTS | 27.0 | $69,302 | $12,232 |
| LAUREN SEAL | |||||||
| 8044 MONTGOMERY ROAD STE 516 | CINCINNATI | OH | 45236 | EXEC ASST/OFFICE MGR | 34.0 | $50,548 | $19,896 |
Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp (5 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Service TypeServiceTypeTxt | CompensationCompensationAmt |
|---|---|---|---|---|---|
| ROSOV CONSULTING LLC | |||||
| 2095 ROSE STREET SUITE 101 | BERKLEY | CA | 947091997 | CONSULTING | $135,756 |
| CALLAN LLC | |||||
| 600 MONTGOMERY ST STE 800 | SAN FRANSISCO | CA | 94111 | INVESTMENT | $60,000 |
| HEITMAN AMERICAN REAL ESTATE TRUST LP | |||||
| 191 NORTH WACKER DRIVE SUITE 2500 | CHICAGO | IL | 60606 | INVESTMENT | $126,834 |
| GROSVENOR INSTITUTIONAL PARTNERS LP | |||||
| 900 NORTH MICHIGAN AVENUE SUITE 11 | CHICAGO | IL | 60611 | INVESTMENT | $225,402 |
| AEW CORE PROPERTY TRUST (US) INC | |||||
| TWO SEAPORT LANE | BOSTON | MA | 022102021 | INVESTMENT | $132,042 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contractor Paid Over50k | 1 | ContractorPaidOver50kCnt |
Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | CONSULTANT-GUIDED DEMOGRAPHIC STUDY OF THE CINCINNATI JEWISH COMMUNITY. | Description1Txt |
| Expenses1 | $189,083 | Expenses1Amt |
| Description2 | STRATEGIC PLANNING ASSISTANCE TO ELEVEN CONGREGATIONS. | Description2Txt |
| Expenses2 | $77,632 | Expenses2Amt |
| Description3 | ADULT EDUCATION ASSISTANCE | Description3Txt |
| Expenses3 | $8,000 | Expenses3Amt |
| Description4 | PARTICIPATION WITH COMMUNITY STAKEHOLDERS IN PLANNING FOR DELIVERY OF SERVICES FOR JEWISH CINCINNATI SENIORS. | Description4Txt |
| Expenses4 | $2,500 | Expenses4Amt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | PROGRAM-RELATED LAND/REAL ESTATE PURCHASE | Description1Txt |
| Expenses1 | $255,000 | Expenses1Amt |
| Total | $255,000 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $319,128,462 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $688,073 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $7,819,018 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $327,635,553 | TotalFMVOfUnusedAssetsAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $327,635,553 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $4,914,533 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $322,721,020 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $16,136,051 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $16,136,051 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $107,293 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $107,293 | TotalTaxAmt |
| Distributable Before Adj | $16,028,758 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $16,028,758 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $16,028,758 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $16,046,946 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $255,000 | ProgramRelatedInvstTotalAmt |
| Charitable Assets Acquis Paid | $0 | CharitableAssetsAcquisPaidAmt |
| Set Aside Suitability Test | $0 | SetAsideSuitabilityTestAmt |
| Set Aside Cash Distri Test | $0 | SetAsideCashDistriTestAmt |
| Qualifying Distributions | $16,301,946 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $107,293 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $16,194,653 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $16,028,758 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $11,848,155 | UndistributedIncomePYAmt |
| Prior Year1 | 2017 | PriorYear1Yr |
| Prior Year2 | 2016 | PriorYear2Yr |
| Prior Year3 | 2015 | PriorYear3Yr |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr1 | $0 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $16,301,946 | QualifyingDistributionsAmt |
| Applied To Year1 | $11,848,155 | AppliedToYear1Amt |
| Applied To Current Year | $4,453,791 | 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 | $11,574,967 | 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | NONE | ContributingManagerNm |
| Shareholder Manager | NONE | ShareholderManagerNm |
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | JHSI INC | 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 | Description of organization, mission statement, etc. to Complete JHSIs 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 | N/A | SubmissionDeadlinesTxt |
| Restrictions On Awards | CHARITABLE ORGANIZATIONS | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (32 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|
| Camp Livingston | ||||||
| 8485 Ridge Road | Cincinnati | OH | 45236 | PC | Scholarships and Development Director | $65,000 |
| Cincinnati Hebrew Day School | ||||||
| 2222 Losantiville Avenue | Cincinnati | OH | 45237 | PC | 2019/2020 Operations | $820,500 |
| Cincinnati Kollel | ||||||
| 2241 Losantiville Avenue | Cincinnati | OH | 45237 | PC | Capacity Building | $75,000 |
| Cincinnati USA Regional Chamber Fdtn | ||||||
| 3 E 4th Street 301 | Cincinnati | OH | 45202 | PC | REDI - Cincinnati/Israel Economic Development Partnership | $76,442 |
| Community Congregations | ||||||
| 8044 Montgomery Road | Cincinnati | OH | 45236 | PC | Educational Programming, Congregational Excellence, Engagement and Sustainability | $1,198,563 |
| Greater Cincinnati United Way | ||||||
| 2400 Reading Road | Cincinnati | OH | 45202 | PC | 2019 Annual Campaign | $36,000 |
| Hebrew Union College - JIR | ||||||
| 3101 Clifton Avenue | Cincinnati | OH | 45220 | PC | Jewish Foundation Rabbinic Fellows Program & OFFICE OF RECRUITMENT/COMMUNITY ENGAGEMENT | $993,301 |
| Hillel Foundation at Miami University | ||||||
| 11 E Walnut Street | Oxford | OH | 45056 | PC | Director of Student Life and Capacity Building | $55,000 |
| Hillel of University of Cincinnati | ||||||
| 2615 Clifton Avenue | Cincinnati | OH | 45220 | PC | Engagement Grant | $150,000 |
| Ish Festival | ||||||
| 427 Tusculum Avenue | Cincinnati | OH | 45226 | PC | 2020 Off-season Programming | $25,000 |
| Jewish Discovery Center of Ohio Inc | ||||||
| 7587 Central Parke Blvd | Mason | OH | 45040 | PC | Chai Tots Early Childhood Center; Scholarships, Marketing and Operations Support | $181,250 |
| Jewish Family Service | ||||||
| 8487 Ridge Road | Cincinnati | OH | 45236 | PC | AgeWell Cincinnati | $292,608 |
| Jewish Family Service | ||||||
| 8487 Ridge Road | Cincinnati | OH | 45236 | PC | Barbash Family Vital Support Center Operations | $110,000 |
| Jewish Family Service | ||||||
| 8487 Ridge Road | Cincinnati | OH | 45236 | PC | Private Duty Home Care Business Division | $146,700 |
| Jewish Family Service | ||||||
| 8487 Ridge Road | Cincinnati | OH | 45236 | PC | Strategic Planning | $106,456 |
| Jewish Federation of Cincinnati | ||||||
| 8499 Ridge Road | Cincinnati | OH | 45236 | PC | "Strengthening Individual Giving Fundraising" Capacity Building Initiative | $296,538 |
| Jewish Federation of Cincinnati | ||||||
| 8499 Ridge Road | Cincinnati | OH | 45236 | PC | Community Buildings & Maintenance | $210,500 |
| Jewish Federation of Cincinnati | ||||||
| 8499 Ridge Road | Cincinnati | OH | 45236 | PC | SAFE Cincinnati | $536,420 |
| Jewish Federation of Cincinnati | ||||||
| 8499 Ridge Road | Cincinnati | OH | 45236 | PC | Shared Business Services | $480,500 |
| Jewish Federation of Cincinnati | ||||||
| 8499 Ridge Road | Cincinnati | OH | 45236 | PC | Talent Management Plan Development and Software System | $92,844 |
| Jewish Federation of Cincinnati | ||||||
| 8499 Ridge Road | Cincinnati | OH | 45236 | PC | JCRC Leaders in Light | $65,000 |
| Jewish Federation of Cincinnati | ||||||
| 8499 Ridge Road | Cincinnati | OH | 45236 | PC | Philanthropic Fund | $2,500,000 |
| Jewish Fertility Foundation LLC | ||||||
| 60 Lenox Pointe NE | Atlanta | GA | 30324 | PC | Cincinnati Pilot Initiative | $25,000 |
| JVS Career Services | ||||||
| 4540 Cooper Road Suite 300 | Cincinnati | OH | 45242 | PC | 2019 and 2020 Operations | $591,839 |
| Mayerson JCC | ||||||
| 8485 Ridge Road | Cincinnati | OH | 45236 | PC | 2019 and 2020 Operations | $473,788 |
| Mercy Health Foundation | ||||||
| 1701 Mercy Health Place | Cincinnati | OH | 45237 | PC | Jewish Hospital Modernization and Graduate Medical Education | $3,255,702 |
| Mercy Health Foundation | ||||||
| 1701 Mercy Health Place | Cincinnati | OH | 45237 | PC | Regional COVID Relief Fund | $7,200 |
| Moishe House | ||||||
| 441 Saxony Road Barn 2 | Encinitas | CA | 92024 | PC | Operating Support for Cincinnati House | $25,000 |
| Music Hall Revitalization Company | ||||||
| 1203 Walnut Street 4th Floor | Cincinnati | OH | 45202 | PC | Music Hall Revitalization | $20,000 |
| Rockwern Academy | ||||||
| 8401 Montgomery Road | Cincinnati | OH | 45236 | PC | 2019/2020 Operations Support | $1,377,200 |
| Union For Reform Judaism | ||||||
| 633 Third Avenue | New York | NY | 10017 | PC | Regional Coordinator for NFTY and Youth Congregation Outreach | $36,427 |
| Xavier University | ||||||
| 3800 Victory Pkwy | Cincinnati | OH | 45207 | PC | Public Policy Student Leadership Trip to Israel; Eastern European Jewish Cemetery Project | $60,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $14,385,778 | TotalGrantOrContriPdDurYrAmt |
Grant Or Contri Apprv For Fut GrantOrContriApprvForFutGrp (27 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|
| Camp Livingston | ||||||
| 8485 Ridge Road | Cincinnati | OH | 45236 | PC | Health Center/Infirmary Match | $135,000 |
| Cincinnati Hebrew Day School | ||||||
| 2222 Losantiville Avenue | Cincinnati | OH | 45237 | PC | 2020/2021 Operations | $29,200 |
| Cincinnati Kollel | ||||||
| 2241 Losantiville Avenue | Cincinnati | OH | 45237 | PC | Capacity Building | $50,000 |
| Cincinnati USA Regional Chamber Fdnt | ||||||
| 3 E 4th Street 301 | Cincinnati | OH | 45202 | PC | REDI - Cincinnati/Israel Economic Development Partnership | $80,000 |
| Community Congregations | ||||||
| 8044 Montgomery Road | Cincinnati | OH | 45236 | PC | Educational Programming, Congregational Excellence, Engagement and Sustainability | $3,446,457 |
| Hebrew Union College - JIR | ||||||
| 3101 Clifton Avenue | Cincinnati | OH | 45220 | PC | Jewish Foundation Rabbinic Fellows Program & Office of Recruitment/Community Engagement | $1,114,237 |
| Hillel of University of Cincinnati | ||||||
| 2615 Clifton Avenue | Cincinnati | OH | 45220 | PC | Engagement Initiative | $50,000 |
| Hillel Foundation at Miami University | ||||||
| 11 E Walnut Street | Oxford | OH | 45056 | PC | Director of Student Life and Capacity Building | $25,000 |
| Jewish Discovery Center of Ohio Inc | ||||||
| 7587 Central Parke Blvd | Mason | OH | 45040 | PC | Chai Tots Early Childhood Center: Scholarships, Marketing, and Operations Support | $80,000 |
| Jewish Family Service | ||||||
| 8487 Ridge Road | Cincinnati | OH | 45236 | PC | AgeWell Cincinnati | $237,721 |
| Jewish Family Service | ||||||
| 8487 Ridge Road | Cincinnati | OH | 45236 | PC | Barbash Family Vital Support Center Operations | $117,250 |
| Jewish Family Service | ||||||
| 8487 Ridge Road | Cincinnati | OH | 45236 | PC | Strategic Plan and Capacity Building | $40,165 |
| Jewish Federation of Cincinnati | ||||||
| 8499 Ridge Road | Cincinnati | OH | 45236 | PC | "Strengthening Individual Giving Fundraising" Capacity Building Initiative | $4,858,943 |
| Jewish Federation of Cincinnati | ||||||
| 8499 Ridge Road | Cincinnati | OH | 45236 | PC | Community Buildings & Maintenance | $3,357,500 |
| Jewish Federation of Cincinnati | ||||||
| 8499 Ridge Road | Cincinnati | OH | 45236 | PC | JCRC Leaders in Light | $160,000 |
| Jewish Federation of Cincinnati | ||||||
| 8499 Ridge Road | Cincinnati | OH | 45236 | PC | Honeymoon Israel 2020 Trip | $70,000 |
| Jewish Federation of Cincinnati | ||||||
| 8499 Ridge Road | Cincinnati | OH | 45236 | PC | SAFE Cincinnati | $737,840 |
| Jewish Federation of Cincinnati | ||||||
| 8499 Ridge Road | Cincinnati | OH | 45236 | PC | Shared Business Services | $1,466,500 |
| JVS Career Services | ||||||
| 4540 Cooper Road Suite 300 | Cincinnati | OH | 45242 | PC | Capacity Building | $985,989 |
| Mayerson JCC | ||||||
| 8485 Ridge Road | Cincinnati | OH | 45236 | PC | 2020 Operations | $75,000 |
| Moishe House | ||||||
| 441 Saxony Road Barn 2 | Encinitas | CA | 92024 | PC | Operating Support for Cincinnati House | $25,000 |
| Music Hall Revitalization Company | ||||||
| 1203 Walnut Street 4th Floor | Cincinnati | OH | 45202 | PC | Music Hall Revitalization | $20,000 |
| Rockwern Academy | ||||||
| 8401 Montgomery Road | Cincinnati | OH | 45236 | PC | 2020/2021 Operations Support and Security Patrol | $268,715 |
| Union For Reform Judaism | ||||||
| 633 Third Avenue | New York | NY | 10017 | PC | Regional Coordinator for NYFTY and Congregational Outreach | $5,000 |
| Wexner Foundation | ||||||
| 8000 Walton Parkway Suite 110 | New Albany | OH | 43054 | PC | Wexner Heritage Leadership Development Program | $175,000 |
| Xavier University | ||||||
| 3800 Victory Parkway | Cincinnati | OH | 45207 | PC | Public Policy Student Leadership Trip to Israel; Eastern European Jewish Cemetery Project | $60,000 |
| Ish Festival | ||||||
| 427 Tusculum Avenue | Cincinnati | OH | 45226 | PC | Off-season Programming | $75,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Apprv Fut | $17,745,517 | 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 |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $6,377,907 | 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 | $7,350 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Rental Income Personal Prop | NetRentalIncomePersonalPropGrp |
Other Investment Incm Part VII OtherInvestmentIncmPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $5,058,830 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gain Sales Ast Oth Than Invntry | GainSalesAstOthThanInvntryGrp | |
| Net Income Loss From Special Evt | NetIncomeLossFromSpecialEvtGrp | |
| Gross Profit Loss Sls Of Invntry | GrossProfitLossSlsOfInvntryGrp |
Other Revenue Described OtherRevenueDescribedGrp (2 entries)
| DescDesc | ExclusionExclusionCd | ExclusionExclusionAmt | BusinessBusinessCd | Unrelated Business Taxbl IncmUnrelatedBusinessTaxblIncmAmt |
|---|---|---|---|---|
| MERCY EARN OUT PROCEEDS | 01 | $511,404 | ||
| INCOME FROM PARTNERSHIPS | 900099 | -$20,765 |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | -$20,765 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $11,955,491 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $11,934,726 | 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 | $30,280 | Amt |
| Net Investment Income | $18,168 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $12,112 | 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 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 - CORP BONDS | BondNm |
| EOY Book Value | $58,926,599 | EOYBookValueAmt |
| EOYFMV | $65,027,654 | EOYFMVAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | GLOBAL EQUITIES | StockNm |
| EOY Book Value | $116,073,769 | EOYBookValueAmt |
| EOYFMV | $209,641,094 | EOYFMVAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (3 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| HEDGE FUND OF FUNDS | FMV | $14,500,000 | $20,431,875 |
| REAL ESTATE TRUSTS | FMV | $18,399,411 | $23,274,277 |
| VENTURE CAPITAL FUNDS | FMV | $867,275 | $1,233,039 |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL FEES | CategoryTxt |
| Legal Fees | $27,023 | LegalFeesAmt |
| Net Investment Income | $332 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $30,375 | DisbursementsCharitablePrpsAmt |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | DEPOSITS | Desc |
| BOY Book Value | $3,425 | BOYBookValueAmt |
| EOY Book Value | $3,560 | EOYBookValueAmt |
| EOYFMV | $3,560 | 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 |
|---|---|---|---|---|
| PUBLIC RELATIONS & ADVERTISING | $8,155 | $0 | $0 | $8,155 |
| INSURANCE | $37,406 | $1,390 | $0 | $36,015 |
| PROPERTY TAXES | $5,720 | $5,720 | $0 | $0 |
| PROGRAM RELATED EXPENSES | $411,542 | $0 | $0 | $414,996 |
| OTHER EXPENSES | $111,954 | $3,751 | $0 | $119,785 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | OTHER INCOME: MERCY EARNOUT PROCEEDS | Desc |
| Revenue And Expenses Per Books | $511,404 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | ADJUSTMENT TO HEDGE FUNDS OF FUNDS | Desc |
| Amt | $225,399 | Amt |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | DUE TO JEWISH FOUNDATION | Desc |
| BOY Book Value | $331,976 | BOYBookValueAmt |
| EOY Book Value | $310,397 | EOYBookValueAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| INVESTMENT ADVISORY/MANAGEMENT | $610,335 | $610,335 | $0 | |
| PROFESSIONAL DEVELOPMENT | $9,794 | $532 | $0 | $11,363 |
| WORKUM INTERN | $750 | $0 | $750 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt |
|---|
| FEDERAL INCOME TAX |
| MASON MONTGOMERY PROPERTY TAX |