JHSI INC: Form 990PF, tax year 2018
View the entire original 990 at ProPublica ↗
- Organization
- JHSI INC (EIN 31-0536670)
- Tax period
- 2018-07-01 to 2019-06-30
- Filed
- 2020-04-28
- IRS object ID
- 202011199349100106
- Schema version
- 2018v3.1
- 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 Govt Obligations Sch
- Investments Other Schedule2
- Legal Fees Schedule
- Other Assets Schedule
- Other Decreases Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Increases Schedule
- Other Liabilities Schedule
- Other Professional Fees Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2020-04-28T11:07:13-05:00 | ReturnTs |
| Tax Period End | 2019-06-30 | 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 | 2018-07-01 | 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 | TERESA HAUGHT | PersonNm |
| Person Title | DIRECTOR OF FINANCE | PersonTitleTxt |
| Phone | 5132141204 | PhoneNum |
| Signature | 2020-05-15 | 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 |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 167.68.126.162 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Federal Original Submission Id | 31025420201195000008 | FederalOriginalSubmissionId |
| Federal Original Submission Id | 2020-04-28 | FederalOriginalSubmissionIdDt |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | 5ECFD7F4488FEC6F6ABE53B187DEB4499E915412 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | B905753A95C2EB462714B3E3F3F756B9E0E8B6D7 | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2018 | TaxYr |
| Build TS | 2020-11-19 02:30:22Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $327,456,494 | 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 | $6,337,565 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $6,337,565 | DividendsNetInvstIncmAmt |
| Gross Rents Rev And Expnss | $3,950 | GrossRentsRevAndExpnssAmt |
| Gross Rents Net Invst Incm | $3,950 | GrossRentsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $5,584,847 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $33,517,346 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $5,584,847 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $6,770,042 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $0 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $18,696,404 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $11,926,362 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $250,709 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $2,507 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $248,202 | CompOfcrDirTrstDsbrsChrtblAmt |
| Oth Empl Slrs Wgs Rev And Expnss | $486,169 | OthEmplSlrsWgsRevAndExpnssAmt |
| Oth Empl Slrs Wgs Net Invst Incm | $41,819 | OthEmplSlrsWgsNetInvstIncmAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $444,349 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Pension Empl Bnft Rev And Expnss | $200,195 | PensionEmplBnftRevAndExpnssAmt |
| Pension Empl Bnft Net Invst Incm | $13,478 | PensionEmplBnftNetInvstIncmAmt |
| Pension Empl Bnft Dsbrs Chrtbl | $186,872 | PensionEmplBnftDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $37,387 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $4,197 | LegalFeesNetInvstIncmAmt |
| Legal Fees Adj Net Incm | $0 | LegalFeesAdjNetIncmAmt |
| Legal Fees Dsbrs Chrtbl | $211 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $41,858 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $25,115 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $0 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $16,743 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $617,402 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $604,509 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Adj Net Incm | $0 | OtherProfFeesAdjNetIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $10,922 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $110,800 | TaxesRevAndExpnssAmt |
| Deprec And Dpltn Rev And Expnss | $31,849 | DeprecAndDpltnRevAndExpnssAmt |
| Occupancy Rev And Expnss | $89,394 | OccupancyRevAndExpnssAmt |
| Occupancy Net Invst Incm | $5,553 | OccupancyNetInvstIncmAmt |
| Occupancy Dsbrs Chrtbl | $84,536 | OccupancyDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $21,864 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Net Invst Incm | $1,401 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $21,283 | TravConfMeetingDsbrsChrtblAmt |
| Printing And Pub Rev And Expnss | $5,680 | PrintingAndPubRevAndExpnssAmt |
| Printing And Pub Net Invst Incm | $353 | PrintingAndPubNetInvstIncmAmt |
| Printing And Pub Dsbrs Chrtbl | $5,245 | PrintingAndPubDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $386,102 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $8,536 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Adj Net Incm | $0 | OtherExpensesAdjNetIncmAmt |
| Other Expenses Dsbrs Chrtbl | $366,681 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $2,279,409 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $707,468 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $1,385,044 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $14,595,163 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $14,595,163 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $16,874,572 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $707,468 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $15,980,207 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $1,821,832 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $11,218,894 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $314,796 | CashBOYAmt |
| Cash EOY | $231,597 | CashEOYAmt |
| Cash EOYFMV | $231,597 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $494,171 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $1,174,983 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $1,174,983 | SavAndTempCashInvstEOYFMVAmt |
| Acct Rcvbl | $517 | AcctRcvblAmt |
| Acct Rcvbl BOY | $2,213 | AcctRcvblBOYAmt |
| Acct Rcvbl EOY | $517 | AcctRcvblEOYAmt |
| Acct Rcvbl EOYFMV | $517 | AcctRcvblEOYFMVAmt |
| Other Nts And Loans Rcvbl | $222,453 | OtherNtsAndLoansRcvblAmt |
| Other Nts And Loans Rcvbl BOY | $220,569 | OtherNtsAndLoansRcvblBOYAmt |
| Other Nts And Loans Rcvbl EOY | $222,453 | OtherNtsAndLoansRcvblEOYAmt |
| Other Nts And Loans Rcvbl EOYFMV | $22,453 | OtherNtsAndLoansRcvblEOYFMVAmt |
| Prepaid Expenses BOY | $26,398 | PrepaidExpensesBOYAmt |
| Prepaid Expenses EOY | $20,165 | PrepaidExpensesEOYAmt |
| Prepaid Expenses EOYFMV | $20,165 | PrepaidExpensesEOYFMVAmt |
| US Government Obligations BOY | $6,167,918 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $6,167,918 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $6,015,221 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $121,981,902 | CorporateStockBOYAmt |
| Corporate Stock EOY | $120,268,142 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $211,902,023 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $50,259,744 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $52,915,808 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $54,780,642 | CorporateBondsEOYFMVAmt |
| Other Investments BOY | $32,096,976 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $32,978,869 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $44,387,435 | OtherInvestmentsEOYFMVAmt |
| Land Bldg Equip Cost Or Other Bss | $9,099,807 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $181,774 | LandBldgEquipAccumDeprecAmt |
| Land BOY | $8,949,881 | LandBOYAmt |
| Land EOY | $8,918,033 | LandEOYAmt |
| Land EOYFMV | $8,918,033 | LandEOYFMVAmt |
| Other Assets BOY | $3,439 | OtherAssetsBOYAmt |
| Other Assets EOY | $3,425 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $3,425 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $220,518,007 | TotalAssetsBOYAmt |
| Total Assets EOY | $222,901,910 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $327,456,494 | TotalAssetsEOYFMVAmt |
| Accounts Payable BOY | $89,580 | AccountsPayableBOYAmt |
| Accounts Payable EOY | $93,935 | AccountsPayableEOYAmt |
| Other Liabilities BOY | $0 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $331,976 | OtherLiabilitiesEOYAmt |
| Total Liabilities BOY | $89,580 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $425,911 | TotalLiabilitiesEOYAmt |
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
| Unrestricted BOY | $220,428,427 | UnrestrictedBOYAmt |
| Unrestricted EOY | $222,475,999 | UnrestrictedEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $220,428,427 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $222,475,999 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $220,518,007 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $222,901,910 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $220,428,427 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $1,821,832 | ExcessRevenueOverExpensesAmt |
| Other Increases | $225,741 | OtherIncreasesAmt |
| Subtotal | $222,476,000 | SubtotalAmt |
| Other Decreases | $1 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $222,475,999 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)
| PropertyPropertyDesc | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|
| PUBLIC TRADED SECURITIES | $33,517,346 | $28,000,415 | $5,516,931 | $5,516,931 |
| CINTRIFUSE SYNDICATE FUND I, LLC | $67,916 | $67,916 | $67,916 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $5,584,847 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $15,500,027 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $312,437,365 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.04961 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $13,949,668 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $281,452,261 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.049563 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $12,872,677 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $268,143,658 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.048007 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $13,821,366 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $274,817,373 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.050293 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $11,829,585 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $259,028,314 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.045669 | DistributionYr5Rt |
| Total Distribution | 0.243142 | TotalDistributionRt |
| Average Distribution | 0.048628 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $313,332,071 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $15,236,712 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $112,189 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $15,348,901 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $15,980,207 | 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 | $112,189 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $112,189 | SubtotalAmt |
| Tax Based On Investment Income | $112,189 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $119,248 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $119,248 | TotalPaymentsAndCreditsAmt |
| Overpayment | $7,059 | OverpaymentAmt |
| Applied To ES Tax | $0 | AppliedToESTaxAmt |
| Refund | $7,059 | 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 | $250,709 | $46,650 | $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 (4 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee BenefitsEmployeeBenefitsAmt | Expense AccountExpenseAccountAmt |
|---|---|---|---|---|---|---|---|---|
| MICHAEL BOBERG | ||||||||
| 8044 MONTGOMERY ROAD STE 516 | CINCINNATI | OH | 45236 | SR GRANTS OFFICER | 30.0 | $89,421 | $19,970 | $0 |
| ERIC DAUER | ||||||||
| 8044 MONTGOMERY ROAD STE 516 | CINCINNATI | OH | 45236 | DIRECTOR OF OPS | 30.0 | $105,090 | $17,664 | $0 |
| TERESA HAUGHT | ||||||||
| 8044 MONTGOMERY ROAD STE 516 | CINCINNATI | OH | 45236 | DIRECTOR OF FINANCE | 30.0 | $135,151 | $26,012 | $0 |
| KIM NEWSTADT | ||||||||
| 8044 MONTGOMERY ROAD STE 516 | CINCINNATI | OH | 45236 | DIR SPECIAL PROJECTS | 24.0 | $67,307 | $9,836 | $0 |
Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp (5 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Service TypeServiceTypeTxt | CompensationCompensationAmt |
|---|---|---|---|---|---|
| CALLAN LLC | |||||
| 600 MONTGOMERY ST STE 800 | SAN FRANSISCO | CA | 94111 | INVESTMENT | $60,000 |
| AEW Core Property Trust (US) Inc | |||||
| Two Seaport Lane | BOSTON | MA | 022102021 | INVESTMENT | $127,539 |
| ROSOV CONSULTING LLC | |||||
| 2095 ROSE STREET SUITE 101 | BERKLEY | CA | 947091997 | CONSULTING | $64,671 |
| Heitman American Real Estate Trust LP | |||||
| 191 North Wacker Drive Suite 2500 | CHICAGO | IL | 60606 | INVESTMENT | $126,254 |
| Grosvenor Institutional Partners LP | |||||
| 900 North Michigan Avenue Suite 11 | CHICAGO | IL | 60611 | INVESTMENT | $225,741 |
Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | CONSULTANT-GUIDED DEMOGRAPHIC STUDY OF THE CINCINNATI JEWISH COMMUNITY. | Description1Txt |
| Expenses1 | $185,371 | Expenses1Amt |
| Description2 | STRATEGIC PLANNING ASSISTANCE TO ELEVEN CONGREGATIONS. | Description2Txt |
| Expenses2 | $50,640 | Expenses2Amt |
| Description3 | PARTICIPATION WITH COMMUNITY STAKEHOLDERS IN PLANNING FOR DELIVERY OF SERVICES FOR JEWISH CINCINNATI SENIORS. | Description3Txt |
| Expenses3 | $13,398 | Expenses3Amt |
| Description4 | PARTICIPATION WITH COMMUNITY STAKEHOLDERS IN PLANNING FOR PHYSICAL GROWTH. | Description4Txt |
| Expenses4 | $1,204 | Expenses4Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sum Of Program Related Invst | SumOfProgramRelatedInvstGrp |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $309,529,415 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $752,011 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $7,822,199 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $318,103,625 | TotalFMVOfUnusedAssetsAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $318,103,625 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $4,771,554 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $313,332,071 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $15,666,604 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $15,666,604 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $112,189 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $112,189 | TotalTaxAmt |
| Distributable Before Adj | $15,554,415 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $15,554,415 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $15,554,415 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $15,980,207 | 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 | $15,980,207 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $112,189 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $15,868,018 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $15,554,415 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $12,273,947 | UndistributedIncomePYAmt |
| Prior Year1 | 2016 | PriorYear1Yr |
| Prior Year2 | 2015 | PriorYear2Yr |
| Prior Year3 | 2014 | PriorYear3Yr |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr1 | $0 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $15,980,207 | QualifyingDistributionsAmt |
| Applied To Year1 | $12,273,947 | AppliedToYear1Amt |
| Applied To Current Year | $3,706,260 | 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 | $11,848,155 | 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 letter | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | N/A | SubmissionDeadlinesTxt |
| Restrictions On Awards | CHARITABLE ORGANIZATIONS | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (34 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|---|
| American Jewish Archives | ||||||||
| 3101 Clifton Avenue | Cincinnati | OH | 45220 | None | PC | Central Conference of American Rabbis | $41,000 | |
| Camp Livingston | ||||||||
| 8485 Ridge Road | Cincinnati | OH | 45236 | None | PC | Scholarships and Development Director | $65,000 | |
| Cedar Village Foundation | ||||||||
| 5467 Cedar Village Drive | Mason | OH | 45040 | None | PC | Public Relations | $24,000 | |
| Cincinnati Children's Hospital MC | ||||||||
| 3333 Burnet Avenue | Cincinnati | OH | 45229 | None | PC | Israel Fellows Community Engagement Program | $156,424 | |
| Cincinnati Hebrew Day School | ||||||||
| 2222 Losantiville Avenue | Cincinnati | OH | 45237 | None | PC | 2019/2020 Operations | $763,000 | |
| Cincinnati Kollel | ||||||||
| 2241 Losantiville Avenue | Cincinnati | OH | 45237 | None | PC | Capacity Building | $50,000 | |
| Cincinnati Symphony Orchestra | ||||||||
| 1241 Elm Street | Cincinnati | OH | 45202 | None | PC | 2017 European Tour | $25,000 | |
| Cincinnati USA Regional Chamber Fdtn | ||||||||
| 3 E 4th Street | Cincinnati | OH | 45202 | None | PC | REDI - Cincinnati/Israel Economic Development PartNERSHIP | $107,392 | 301 |
| Community Congregations | ||||||||
| 8044 Montgomery Road | Cincinnati | OH | 45236 | None | PC | Educational Programming, Congregational Excellence, Engagement and Sustainability | $1,404,640 | |
| Hebrew Union College - JIR | ||||||||
| 3101 Clifton Avenue | Cincinnati | OH | 45220 | None | PC | Installation of Klutznick Collection at Skirball Museum | $50,000 | |
| Hebrew Union College - JIR | ||||||||
| 3101 Clifton Avenue | Cincinnati | OH | 45220 | None | PC | Jewish Foundation Rabbinic Fellows Program & OfficE OF RECRUITMENT/COMMUNITY ENGAGEMENT | $558,500 | |
| Hillel Foundation at Miami University | ||||||||
| 11 E Walnut Street | Oxford | OH | 45056 | None | PC | Director of Student Life and Capacity Building | $95,000 | |
| Hillel Fdtn for Jewish Campus Life | ||||||||
| 2615 Clifton Avenue | Cincinnati | OH | 45220 | None | PC | Campus Superstar 2019 | $25,000 | |
| Jewish Discovery Center of Ohio Inc | ||||||||
| 7587 Central Parke Blvd | Mason | OH | 45040 | None | PC | Chai Tots Early Childhood Center; Scholarships, Marketing, and Operations Support | $150,000 | |
| Jewish Family Service | ||||||||
| 8487 Ridge Road | Cincinnati | OH | 45236 | None | PC | AgeWell Cincinnati | $282,092 | |
| Jewish Family Service | ||||||||
| 8487 Ridge Road | Cincinnati | OH | 45236 | None | PC | Barbash Family Vital Support Center Operations | $107,000 | |
| Jewish Family Service | ||||||||
| 8487 Ridge Road | Cincinnati | OH | 45236 | None | PC | Private Duty Home Care Business Division | $139,030 | |
| Jewish Family Service | ||||||||
| 8487 Ridge Road | Cincinnati | OH | 45236 | None | PC | Russian-Speaking Seniors | $151,912 | |
| Jewish Federation of Cincinnati | ||||||||
| 8499 Ridge Road | Cincinnati | OH | 45236 | None | PC | "Strengthening Individual Giving Fundraising" Capacity Building Initiative | $527,200 | |
| Jewish Federation of Cincinnati | ||||||||
| 8499 Ridge Road | Cincinnati | OH | 45236 | None | PC | Community Buildings & Maintenance | $357,800 | |
| Jewish Federation of Cincinnati | ||||||||
| 8499 Ridge Road | Cincinnati | OH | 45236 | None | PC | ish Jewish Arts and Cultural Festival | $18,000 | |
| Jewish Federation of Cincinnati | ||||||||
| 8499 Ridge Road | Cincinnati | OH | 45236 | None | PC | SAFE Cincinnati | $269,296 | |
| Jewish Federation of Cincinnati | ||||||||
| 8499 Ridge Road | Cincinnati | OH | 45236 | None | PC | Shared Business Services | $633,200 | |
| Jewish Federation of Cincinnati | ||||||||
| 8499 Ridge Road | Cincinnati | OH | 45236 | None | PC | Talent Management Plan Development and Software SySTEM | $148,544 | |
| JVS Career Services | ||||||||
| 4540 Cooper Road | Cincinnati | OH | 45242 | None | PC | 2018/2019 Capacity Building | $352,146 | Suite 300 |
| Mayerson JCC | ||||||||
| 8485 Ridge Road | Cincinnati | OH | 45236 | None | PC | 2018 and 2019 Operations | $1,322,500 | |
| Mayerson JCC | ||||||||
| 8485 Ridge Road | Cincinnati | OH | 45236 | None | PC | Transportation Pilot Program | $23,187 | |
| Mercy Health Foundation | ||||||||
| 1701 Mercy Health Place | Cincinnati | OH | 45237 | None | PC | Jewish Hospital Modernization and Graduate Medical education | $3,385,021 | |
| Moishe House | ||||||||
| 441 Saxony Road | Encinitas | CA | 92024 | None | PC | Operating Support for Cincinnati House | $25,000 | Barn 2 |
| Music Hall Revitalization Company | ||||||||
| 1203 Walnut Street | Cincinnati | OH | 45202 | None | PC | Music Hall Revitalization | $20,000 | 4th Floor |
| Rockwern Academy | ||||||||
| 8401 Montgomery Road | Cincinnati | OH | 45236 | None | PC | 2018/2019 and 2019/2020 Operations Support | $3,028,902 | |
| Union For Reform Judaism | ||||||||
| 633 Third Avenue | New York | NY | 10017 | None | PC | Regional Coordinator for NFTY and Youth CongregatiONAL OUTREACH | $36,877 | |
| Wexner Foundation | ||||||||
| 8000 Walton Parkway | New Albany | OH | 43054 | None | PC | Wexner Heritage Leadership Development Program | $175,000 | Suite 110 |
| Xavier University | ||||||||
| 3800 Victory Pkwy | Cincinnati | OH | 45207 | None | PC | Public Policy Student Leadership Trip to Israel; EASTERN EUROPEAN JEWISH CEMETERY PROJECT | $77,500 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $14,595,163 | TotalGrantOrContriPdDurYrAmt |
Grant Or Contri Apprv For Fut GrantOrContriApprvForFutGrp (31 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|---|
| Camp Livingston | ||||||||
| 8485 Ridge Road | Cincinnati | OH | 45236 | None | PC | Development Director | $25,000 | |
| Cincinnati Hebrew Day School | ||||||||
| 2222 Losantiville Avenue | Cincinnati | OH | 45237 | None | PC | 2019/2020 Operations | $763,784 | |
| Cincinnati Kollel | ||||||||
| 2241 Losantiville Avenue | Cincinnati | OH | 45237 | None | PC | Capacity Building | $125,000 | |
| Cincinnati USA Regional Chamber Fdnt | ||||||||
| 3 E 4th Street | Cincinnati | OH | 45202 | None | PC | REDI - Cincinnati/Israel Economic Development PartNERSHIP | $156,442 | 301 |
| Cinti Children's Hospital MC | ||||||||
| 3333 Burnet Avenue | Cincinnati | OH | 45229 | None | PC | Israel Fellows Community Engagement Program | $53,576 | |
| Community Congregations | ||||||||
| 8044 Montgomery Road | Cincinnati | OH | 45236 | None | PC | Educational Programming, Congregational Excellence, Engagement and Sustainability | $3,587,720 | |
| Havayah | ||||||||
| 1733 Ella Street | Cincinnati | OH | 45223 | None | PC | Out of the Bayit Initiative | $25,000 | |
| Hebrew Union College - JIR | ||||||||
| 3101 Clifton Avenue | Cincinnati | OH | 45220 | None | PC | Jewish Foundation Rabbinic Fellows Program & OfficE OF RECRUITMENT/COMMUNITY ENGAGEMENT | $2,107,538 | |
| Hillel Fdtn For Jewish Campus Life | ||||||||
| 2615 Clifton Avenue | Cincinnati | OH | 45220 | None | PC | Engagement Initiative | $200,000 | |
| Hillel Foundation at Miami University | ||||||||
| 11 E Walnut Street | Oxford | OH | 45056 | None | PC | Director of Student Life and Capacity Building | $25,000 | |
| Jewish Discovery Center of Ohio Inc | ||||||||
| 7587 Central Parke Blvd | Mason | OH | 45040 | None | PC | Chai Tots Early Childhood Center: Scholarships, MaRKETING, AND OPERATIONS SUPPORT | $101,250 | |
| Jewish Family Service | ||||||||
| 8487 Ridge Road | Cincinnati | OH | 45236 | None | PC | AgeWell Cincinnati | $530,329 | |
| Jewish Family Service | ||||||||
| 8487 Ridge Road | Cincinnati | OH | 45236 | None | PC | Barbash Family Vital Support Center Operations | $227,250 | |
| Jewish Family Service | ||||||||
| 8487 Ridge Road | Cincinnati | OH | 45236 | None | PC | Private Duty Home Care Business Division | $146,700 | |
| Jewish Family Service | ||||||||
| 8487 Ridge Road | Cincinnati | OH | 45236 | None | PC | Strategic Plan and Capacity Building | $146,620 | |
| Jewish Federation of Cincinnati | ||||||||
| 8499 Ridge Road | Cincinnati | OH | 45236 | None | PC | "Strengthening Individual Giving Fundraising" CAPACITY BUILDING INITIATIVE | $5,269,800 | |
| Jewish Federation of Cincinnati | ||||||||
| 8499 Ridge Road | Cincinnati | OH | 45236 | None | PC | Community Buildings & Maintenance | $3,740,000 | |
| Jewish Federation of Cincinnati | ||||||||
| 8499 Ridge Road | Cincinnati | OH | 45236 | None | PC | Honeymoon Israel 2020 Trip | $105,000 | |
| Jewish Federation of Cincinnati | ||||||||
| 8499 Ridge Road | Cincinnati | OH | 45236 | None | PC | SAFE Cincinnati | $1,274,260 | |
| Jewish Federation of Cincinnati | ||||||||
| 8499 Ridge Road | Cincinnati | OH | 45236 | None | PC | Shared Business Services | $1,947,000 | |
| Jewish Federation of Cincinnati | ||||||||
| 8499 Ridge Road | Cincinnati | OH | 45236 | None | PC | Talent Management Plan Development and Software SySTEM | $133,993 | |
| JVS Career Services | ||||||||
| 4540 Cooper Road | Cincinnati | OH | 45242 | None | PC | Capacity Building | $1,577,828 | Suite 300 |
| Mayerson JCC | ||||||||
| 8485 Ridge Road | Cincinnati | OH | 45236 | None | PC | 2019 Operations | $337,500 | |
| Mayerson JCC | ||||||||
| 8485 Ridge Road | Cincinnati | OH | 45236 | None | PC | Transportation Pilot Program | $155,181 | |
| Mercy Health Foundation | ||||||||
| 1701 Mercy Health Place | Cincinnati | OH | 45237 | None | PC | Jewish Hospital Modernization and Graduate Medical EDUCATION | $3,255,702 | |
| Moishe House | ||||||||
| 441 Saxony Road | Encinitas | CA | 92024 | None | PC | Operating Support for Cincinnati House | $50,000 | Barn 2 |
| Music Hall Revitalization Company | ||||||||
| 1203 Walnut Street | Cincinnati | OH | 45202 | None | PC | Music Hall Revitalization | $40,000 | 4th Floor |
| Rockwern Academy | ||||||||
| 8401 Montgomery Road | Cincinnati | OH | 45236 | None | PC | 2019/2020 Operations Support and Security Patrol | $1,265,015 | |
| Union For Reform Judaism | ||||||||
| 633 Third Avenue | New York | NY | 10017 | None | PC | Regional Coordinator for NYFTY and Congregational OUTREACH | $41,427 | |
| Wexner Foundation | ||||||||
| 8000 Walton Parkway | New Albany | OH | 43054 | None | PC | Wexner Heritage Leadership Development Program | $175,000 | Suite 110 |
| Xavier University | ||||||||
| 3800 Victory Parkway | Cincinnati | OH | 45207 | None | PC | Public Policy Student Leadership Trip to Israel; Eastern European Jewish Cemetery Project | $190,000 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Apprv Fut | $27,778,915 | 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 | $6,339,017 | 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 | $3,950 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Rental Income Personal Prop | NetRentalIncomePersonalPropGrp | |
| Other Investment Incm Part VII | OtherInvestmentIncmPartVIIGrp |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $5,584,847 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Income Loss From Special Evt | NetIncomeLossFromSpecialEvtGrp | |
| Gross Profit Loss Sls Of Invntry | GrossProfitLossSlsOfInvntryGrp |
Other Revenue Described OtherRevenueDescribedGrp (2 entries)
| DescDesc | ExclusionExclusionCd | ExclusionExclusionAmt | BusinessBusinessCd | Unrelated Business Taxbl IncmUnrelatedBusinessTaxblIncmAmt |
|---|---|---|---|---|
| EARN OUT PROCEEDS | 01 | $6,770,042 | ||
| INCOME FROM PARTNERSHIPS | 900099 | -$1,452 |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | -$1,452 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $18,697,856 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $18,696,404 | 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 | $41,858 | Amt |
| Net Investment Income | $25,115 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $16,743 | 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 | $52,915,808 | EOYBookValueAmt |
| EOYFMV | $54,780,642 | EOYFMVAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | GLOBAL EQUITIES | StockNm |
| EOY Book Value | $120,268,142 | EOYBookValueAmt |
| EOYFMV | $211,902,023 | EOYFMVAmt |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| US Govt Obligations Book Vl EOY | $6,167,918 | USGovtObligationsBookVlEOYAmt |
| US Govt Obligations EOYFMV | $6,015,221 | USGovtObligationsEOYFMVAmt |
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 | $19,689,080 |
| REAL ESTATE TRUSTS | FMV | $17,643,553 | $23,548,340 |
| VENTURE CAPITAL FUNDS | FMV | $835,316 | $1,150,015 |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL FEES | CategoryTxt |
| Legal Fees | $37,387 | LegalFeesAmt |
| Net Investment Income | $4,197 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $211 | 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 | $3,425 | EOYBookValueAmt |
| EOYFMV | $3,425 | EOYFMVAmt |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | ROUNDING | Desc |
| Amt | $1 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (4 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|---|---|
| PUBLIC RELATIONS & ADVERTISING | $9,053 | $0 | $9,053 | |
| INSURANCE | $35,475 | $0 | $34,000 | $1,475 |
| PROGRAMMING | $243,689 | $0 | $243,337 | |
| OTHER ADMINISTRATIVE EXPENSES | $97,885 | $0 | $80,291 | $7,061 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | OTHER INCOME: EARN OUT PROCEEDS | Desc |
| Revenue And Expenses Per Books | $6,770,042 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | ADJUSTMENT TO HEDGE FUND OF FUNDS | Desc |
| Amt | $225,741 | Amt |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | DUE TO JEWISH FOUNDATION | Desc |
| BOY Book Value | $0 | BOYBookValueAmt |
| EOY Book Value | $331,976 | EOYBookValueAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| INVESTMENT ADVISORY/MANAGEMENT | $603,655 | $603,655 | $0 | $0 |
| PROFESSIONAL DEVELOPMENT | $13,747 | $854 | $0 | $10,922 |