JHSI INC: Form 990PF, tax year 2017
View the entire original 990 at ProPublica ↗
- Organization
- JHSI INC (EIN 31-0536670)
- Tax period
- 2017-07-01 to 2018-06-30
- Filed
- 2019-05-15
- IRS object ID
- 201901359349101255
- Schema version
- 2017v2.3
- 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 Expenses Schedule
- Other Income Schedule2
- Other Notes Loans Rcvbl Long Sch
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2019-05-15T09:35:02-05:00 | ReturnTs |
| Tax Period End | 2018-06-30 | 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 | 2017-07-01 | 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 | % BETH MCKINNEY | 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 | BETH MCKINNEY | PersonNm |
| Person Title | SR FINANCIAL ADVISOR | PersonTitleTxt |
| Phone | 5132141204 | PhoneNum |
| Signature | 2019-05-15 | 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 | 31025420191285000003 | FederalOriginalSubmissionId |
| Federal Original Submission Id | 2019-05-08 | FederalOriginalSubmissionIdDt |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | B985028A542B2775CCE13DD3ACBBCA85F654F7D0 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | FDEAFD0406FF7141BFF80F52237CA5777F98C136 | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2017 | TaxYr |
| Build TS | 2019-02-21 02:37:17Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $320,561,978 | 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 |
| Dividends Rev And Expnss | $5,769,303 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $5,769,303 | DividendsNetInvstIncmAmt |
| Gross Rents Rev And Expnss | $7,215 | GrossRentsRevAndExpnssAmt |
| Gross Rents Net Invst Incm | $7,215 | GrossRentsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $4,424,454 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $60,045,091 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $6,090,557 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $6,510,034 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $0 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $16,711,006 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $11,867,075 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $239,550 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $2,396 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $237,155 | CompOfcrDirTrstDsbrsChrtblAmt |
| Oth Empl Slrs Wgs Rev And Expnss | $369,625 | OthEmplSlrsWgsRevAndExpnssAmt |
| Oth Empl Slrs Wgs Net Invst Incm | $24,472 | OthEmplSlrsWgsNetInvstIncmAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $345,153 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Pension Empl Bnft Rev And Expnss | $163,745 | PensionEmplBnftRevAndExpnssAmt |
| Pension Empl Bnft Net Invst Incm | $8,191 | PensionEmplBnftNetInvstIncmAmt |
| Pension Empl Bnft Dsbrs Chrtbl | $155,566 | PensionEmplBnftDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $76,654 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $4,081 | LegalFeesNetInvstIncmAmt |
| Legal Fees Adj Net Incm | $0 | LegalFeesAdjNetIncmAmt |
| Legal Fees Dsbrs Chrtbl | $83,363 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $39,288 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $23,573 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $0 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $15,715 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $248,997 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $243,324 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Adj Net Incm | $0 | OtherProfFeesAdjNetIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $5,673 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $130,144 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $7,944 | TaxesNetInvstIncmAmt |
| Taxes Adj Net Incm | $0 | TaxesAdjNetIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Deprec And Dpltn Rev And Expnss | $32,328 | DeprecAndDpltnRevAndExpnssAmt |
| Occupancy Rev And Expnss | $92,670 | OccupancyRevAndExpnssAmt |
| Occupancy Net Invst Incm | $3,707 | OccupancyNetInvstIncmAmt |
| Occupancy Dsbrs Chrtbl | $92,401 | OccupancyDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $41,534 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Net Invst Incm | $284 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $42,371 | TravConfMeetingDsbrsChrtblAmt |
| Printing And Pub Rev And Expnss | $5,159 | PrintingAndPubRevAndExpnssAmt |
| Printing And Pub Net Invst Incm | $206 | PrintingAndPubNetInvstIncmAmt |
| Printing And Pub Dsbrs Chrtbl | $4,841 | PrintingAndPubDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $528,002 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $9,103 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Adj Net Incm | $0 | OtherExpensesAdjNetIncmAmt |
| Other Expenses Dsbrs Chrtbl | $532,792 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $1,967,696 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $327,281 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $1,515,030 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $13,910,395 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $13,910,395 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $15,878,091 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $327,281 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $15,425,425 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $832,915 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $11,539,794 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $607,437 | CashBOYAmt |
| Cash EOY | $314,796 | CashEOYAmt |
| Cash EOYFMV | $314,796 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $2,588,643 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $494,171 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $494,171 | SavAndTempCashInvstEOYFMVAmt |
| Acct Rcvbl | $2,213 | AcctRcvblAmt |
| Acct Rcvbl EOY | $2,213 | AcctRcvblEOYAmt |
| Acct Rcvbl EOYFMV | $2,213 | AcctRcvblEOYFMVAmt |
| Other Nts And Loans Rcvbl | $220,569 | OtherNtsAndLoansRcvblAmt |
| Other Nts And Loans Rcvbl BOY | $286,054 | OtherNtsAndLoansRcvblBOYAmt |
| Other Nts And Loans Rcvbl EOY | $220,569 | OtherNtsAndLoansRcvblEOYAmt |
| Other Nts And Loans Rcvbl EOYFMV | $220,569 | OtherNtsAndLoansRcvblEOYFMVAmt |
| Prepaid Expenses BOY | $31,274 | PrepaidExpensesBOYAmt |
| Prepaid Expenses EOY | $26,398 | PrepaidExpensesEOYAmt |
| Prepaid Expenses EOYFMV | $26,398 | PrepaidExpensesEOYFMVAmt |
| US Government Obligations BOY | $6,167,918 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $6,167,918 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $5,896,138 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $124,945,669 | CorporateStockBOYAmt |
| Corporate Stock EOY | $121,981,902 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $212,295,233 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $42,473,341 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $50,259,744 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $48,945,377 | CorporateBondsEOYFMVAmt |
| Other Investments BOY | $31,217,848 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $32,096,976 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $43,413,763 | OtherInvestmentsEOYFMVAmt |
| Land Bldg Equip Cost Or Other Bss | $9,099,807 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $149,926 | LandBldgEquipAccumDeprecAmt |
| Land BOY | $10,456,720 | LandBOYAmt |
| Land EOY | $8,949,881 | LandEOYAmt |
| Land EOYFMV | $8,949,881 | LandEOYFMVAmt |
| Other Assets BOY | $1,128,573 | OtherAssetsBOYAmt |
| Other Assets EOY | $3,439 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $3,439 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $219,903,477 | TotalAssetsBOYAmt |
| Total Assets EOY | $220,518,007 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $320,561,978 | TotalAssetsEOYFMVAmt |
| Accounts Payable BOY | $307,965 | AccountsPayableBOYAmt |
| Accounts Payable EOY | $89,580 | AccountsPayableEOYAmt |
| Total Liabilities BOY | $307,965 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $89,580 | TotalLiabilitiesEOYAmt |
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
| Unrestricted BOY | $219,595,512 | UnrestrictedBOYAmt |
| Unrestricted EOY | $220,428,427 | UnrestrictedEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $219,595,512 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $220,428,427 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $219,903,477 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $220,518,007 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $219,595,512 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $832,915 | ExcessRevenueOverExpensesAmt |
| Subtotal | $220,428,427 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $220,428,427 | 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 | $60,007,831 | $53,954,535 | $6,053,296 | $6,053,296 |
| CINTRIFUSE SYNDICATE FUND I, LLC | $37,261 | $0 | $37,261 | $37,261 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $6,090,557 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $13,949,668 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $281,452,261 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.049563 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $12,872,677 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $268,143,658 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.048007 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $13,821,366 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $274,817,373 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.050293 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $11,829,585 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $259,028,314 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.045669 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $10,708,520 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $231,579,584 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.046241 | DistributionYr5Rt |
| Total Distribution | 0.239773 | TotalDistributionRt |
| Average Distribution | 0.047955 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $312,437,365 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $14,982,934 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $115,398 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $15,098,332 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $15,615,425 | 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 | $115,398 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $115,398 | SubtotalAmt |
| Tax Based On Investment Income | $115,398 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $124,046 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $124,046 | TotalPaymentsAndCreditsAmt |
| Overpayment | $8,648 | OverpaymentAmt |
| Applied To ES Tax | $8,648 | AppliedToESTaxAmt |
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 | BETH MCKINNEY | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 5132141205 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 8044 MONTGOMERY ROAD | AddressLine1Txt |
| City | CINCINNATI | CityNm |
| State Abbreviation | OH | StateAbbreviationCd |
| ZIP | 45236 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | false | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | false | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | false | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | false | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | Yes (true) | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | false | ActsFailToQlfyAsExceptionsInd |
| Uncorrected Prior Acts | false | UncorrectedPriorActsInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Business Holdings | false | BusinessHoldingsInd |
| Jeopardy Investments | false | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | false | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | false | InfluenceLegislationInd |
| Influence Election | false | InfluenceElectionInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Noncharitable Purpose | false | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (12 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| 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 |
| 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 | $239,550 | $45,263 | $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 |
| ARNA POUPKO FISHER | ||||||||
| 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 | TREASURER | 3.75 | $0 | $0 | $0 |
| GUY PERI | ||||||||
| 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 |
Compensation Highest Paid Empl CompensationHighestPaidEmplGrp (3 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee BenefitsEmployeeBenefitsAmt |
|---|---|---|---|---|---|---|---|
| ERIC DAUER | |||||||
| 8044 MONTGOMERY ROAD STE 516 | CINCINNATI | OH | 45236 | DIRECTOR OF OPS | 30.0 | $101,400 | $15,649 |
| BETH MCKINNEY | |||||||
| 8044 MONTGOMERY ROAD STE 516 | CINCINNATI | OH | 45236 | DIRECTOR OF FINANCE | 24.0 | $106,400 | $25,818 |
| MIKE BOBERG | |||||||
| 8044 MONTGOMERY ROAD STE 516 | CINCINNATI | OH | 45236 | SR GRANTS OFFICER | 30.0 | $86,250 | $18,620 |
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 |
| HEITMAN AMERICAN REAL ESTATE TRUST LP | |||||
| 191 NORTH WACKER DRIVE | CHICAGO | IL | 60606 | INVESTMENT | $118,892 |
| PAVEMENT MANAGEMENT INC | |||||
| 4014 COLERAIN AVENUE | CINCINNATI | OH | 45223 | BUILDING DEMOLITION | $161,174 |
| BKD LLP | |||||
| 312 WALNUT STREET SUITE 3000 | CINCINNATI | OH | 45202 | ACCOUNTING | $50,850 |
| KATZ TELLER BRANT & HILD | |||||
| 255 E FIFTH STREET SUITE 2400 | CINCINNATI | OH | 45202 | LEGAL | $58,630 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contractor Paid Over50k | 1 | ContractorPaidOver50kCnt |
Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | PARTICIPATION WITH COMMUNITY STAKEHOLDERS IN PLANNING FOR PHYSICAL GROWTH AND MAINTENANCE OF REAL ESTATE PROPERTY HELD FOR FUTURE USE BY JEWISH COMMUNITY AGENCIES. | Description1Txt |
| Expenses1 | $259,589 | Expenses1Amt |
| Description2 | STRATEGIC PLANNING ASSISTANCE TO ELEVEN JEWISH CONGREGATIONS. | Description2Txt |
| Expenses2 | $54,425 | Expenses2Amt |
| Description3 | CONSULTANT-GUIDED EVALUATION OF JEWISH COMMUNITY NEEDS AND PREFERENCES RELATED TO EARLY CHILDHOOD CARE AND EDUCATION. | Description3Txt |
| Expenses3 | $43,907 | Expenses3Amt |
| Description4 | CONTINUING ANALYSIS OF THE BEST STRATEGIES TO ENGAGE TEENS IN THE JEWISH COMMUNITY. | Description4Txt |
| Expenses4 | $471 | 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 | $308,620,639 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $479,644 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $8,095,011 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $317,195,294 | TotalFMVOfUnusedAssetsAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $317,195,294 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $4,757,929 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $312,437,365 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $15,621,868 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $15,621,868 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $115,398 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $115,398 | TotalTaxAmt |
| Distributable Before Adj | $15,506,470 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $15,506,470 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $15,506,470 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $15,425,425 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Charitable Assets Acquis Paid | $190,000 | CharitableAssetsAcquisPaidAmt |
| Set Aside Suitability Test | $0 | SetAsideSuitabilityTestAmt |
| Set Aside Cash Distri Test | $0 | SetAsideCashDistriTestAmt |
| Qualifying Distributions | $15,615,425 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $115,398 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $15,500,027 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $15,506,470 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $12,382,902 | UndistributedIncomePYAmt |
| Prior Year1 | 2015 | PriorYear1Yr |
| Prior Year2 | 2014 | PriorYear2Yr |
| Prior Year3 | 2013 | PriorYear3Yr |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr1 | $0 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $15,615,425 | QualifyingDistributionsAmt |
| Applied To Year1 | $12,382,902 | AppliedToYear1Amt |
| Applied To Current Year | $3,232,523 | 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 | $12,273,947 | 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, PROOF OF TAX EXEMPTION, AND STATEMENT CONCERNING PURPOSE AND USE OF GRANT. | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | NO SUBMISSION DEADLINES | SubmissionDeadlinesTxt |
| Restrictions On Awards | CHARITABLE ORGANIZATIONS | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (30 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| CAMP LIVINGSTON | |||||||
| 8485 RIDGE ROAD | CINCINNATI | OH | 45236 | NONE | PC | DEVELOPMENT DIRECTOR AND SCHOLARSHIPS | $80,000 |
| CEDAR VILLAGE FOUNDATION | |||||||
| 5467 CEDAR VILLAGE DRIVE | MASON | OH | 45040 | NONE | PC | STRATEGIC PLANNING, PUBLIC RELATIONS | $105,000 |
| HOLOCAUST AND HUMANITY CENTER | |||||||
| 8401 MONTGOMERY ROAD | CINCINNATI | OH | 45236 | NONE | PC | CAPITAL CAMPAIGN | $400,000 |
| CINCINNATI HEBREW DAY SCHOOL | |||||||
| 2222 LOSANTIVILLE AVENUE | CINCINNATI | OH | 45237 | NONE | PC | 2017/18 SCHOOL YEAR OPERATING SUPPORT | $1,655,534 |
| CINCINNATI USA REGIONAL CHAMBER FOUNDATION | |||||||
| 3 EAST 4TH STREET | CINCINNATI | OH | 45202 | NONE | PC | REDI - CINCINNATI/ISRAEL ECONOMIC DEVELOPMENT PARTNERSHIP | $140,199 |
| HEBREW UNION COLLEGE-JEWISH INSTITUTE OF RELIGION | |||||||
| 3101 CLIFTON AVENUE | CINCINNATI | OH | 45220 | NONE | PC | INSTALLATION OF KLUTZNICK COLLECTION AT SKIRBALL MUSEUM | $50,000 |
| HEBREW UNION COLLEGE-JEWISH INSTITUTE OF RELIGION | |||||||
| 3101 CLIFTON AVENUE | CINCINNATI | OH | 45220 | NONE | PC | JEWISH FOUNDATION RABBINIC FELLOWS PROGRAM & OFFICE OF RECRUITMENT/COMMUNITY ENGAGEMENT | $833,962 |
| JEWISH FAMILY SERVICE | |||||||
| 8487 RIDGE ROAD | CINCINNATI | OH | 45236 | NONE | PC | BARBASH FAMILY VITAL SUPPORT CENTER OPERATIONS AND AGING SERVICES | $102,000 |
| JEWISH FEDERATION OF CINCINNATI | |||||||
| 8499 RIDGE ROAD | CINCINNATI | OH | 45236 | NONE | PC | SAFE CINCINNATI | $243,151 |
| JEWISH FEDERATION OF CINCINNATI | |||||||
| 8499 RIDGE ROAD | CINCINNATI | OH | 45236 | NONE | PC | SHARED BUSINESS SERVICES | $916,650 |
| JEWISH FEDERATION OF CINCINNATI | |||||||
| 8499 RIDGE ROAD | CINCINNATI | OH | 45236 | NONE | PC | TALENT MANAGEMENT PLAN DEVELOPMENT | $11,242 |
| JEWISH FEDERATION OF CINCINNATI | |||||||
| 8499 RIDGE ROAD | CINCINNATI | OH | 45236 | NONE | PC | ISH JEWISH ARTS AND CULTURAL FESTIVAL | $10,000 |
| JEWISH FEDERATION OF CINCINNATI | |||||||
| 8499 RIDGE ROAD | CINCINNATI | OH | 45236 | NONE | PC | COMMUNITY BUILDINGS & MAINTENANCE | $347,200 |
| MERCY HEALTH FOUNDATION | |||||||
| 4600 MCAULEY PLACE SUITE 150 | CINCINNATI | OH | 45242 | NONE | PC | JEWISH HOSPITAL MODERNIZATION AND GRADUATE MEDICAL EDUCATION | $3,255,017 |
| MAYERSON JCC | |||||||
| 8485 RIDGE ROAD | CINCINNATI | OH | 45236 | NONE | PC | TRANSPORTATION PILOT PROGRAM | $17,593 |
| ROCKWERN ACADEMY | |||||||
| 8401 MONTGOMERY ROAD | CINCINNATI | OH | 45236 | NONE | PC | TUITION GRANTS, MATCHING AND OPERATIONS SUPPORT, SECURITY PATROL | $3,127,270 |
| JEWISH DISCOVERY CENTER OF OHIO INC | |||||||
| 7587 CENTRAL PARKE BLVD | MASON | OH | 45040 | NONE | PC | CHAI TOTS EARLY CHILDHOOD CENTER: Scholarships, Operating, and Marketing Support | $178,750 |
| JVS CAREER SERVICES | |||||||
| 4540 COOPER ROAD SUITE 300 | CINCINNATI | OH | 45242 | NONE | PC | Jobs and Careers Initiative | $268,595 |
| XAVIER UNIVERSITY | |||||||
| 3800 VICTORY PKWY | CINCINNATI | OH | 45207 | NONE | PC | PUBLIC POLICY STUDENT LEADERSHIP TRIP TO ISRAEL, EASTERN EUROPEAN JEWISH CEMETERY PROJECT | $60,436 |
| JEWISH FEDERATION OF CINCINNATI | |||||||
| 8499 RIDGE ROAD | CINCINNATI | OH | 45236 | NONE | PC | ISRAEL AT 70 PROGRAMMING | $70,000 |
| CINCINNATI CHILDREN'S HOSPITAL MEDICAL CENTER | |||||||
| 3333 BURNET AVENUE | CINCINNATI | OH | 45229 | NONE | PC | Israel Fellows Community Engagement Program | $84,131 |
| HILLEL FOUNDATION AT MIAMI UNIVERSITY | |||||||
| 11 E WALNUT STREET | OXFORD | OH | 45056 | NONE | PC | DIRECTOR OF JEWISH STUDENT LIFE, ARCHITECTURAL PLAN | $35,282 |
| CINCINNATI SYMPHONY ORCHESTRA | |||||||
| 1241 ELM STREET | CINCINNATI | OH | 45202 | NONE | PC | 2017 European Tour | $25,000 |
| MUSIC HALL REVITALIZATION COMPANY | |||||||
| 1203 WALNUT STREET 4TH FLOOR | CINCINNATI | OH | 45202 | NONE | PC | Music Hall Revitalization | $20,000 |
| UNION FOR REFORM JUDAISM | |||||||
| 633 THIRD AVENUE | NEW YORK | NY | 10017 | NONE | PC | Regional Coordinator for NFTY and Youth Congregational Outreach | $35,750 |
| COMMUNITY CONGREGATIONS | |||||||
| 8044 MONTGOMERY ROAD | CINCINNATI | OH | 45236 | NONE | PC | Educational Programming, Congregational Excellence, Engagement and Sustainability | $960,320 |
| HILLEL THE FOUNDATION FOR JEWISH CAMPUS LIFE | |||||||
| 2615 CLIFTON AVENUE | CINCINNATI | OH | 45220 | NONE | PC | CAMPUS SUPERSTAR 2018 / CAREERS CINCINNATI | $56,250 |
| JEWISH FAMILY SERVICE | |||||||
| 8487 RIDGE ROAD | CINCINNATI | OH | 45236 | NONE | PC | AGEWELL CINCINNATI | $130,063 |
| MAYERSON JCC | |||||||
| 8485 RIDGE ROAD | CINCINNATI | OH | 45236 | NONE | PC | 2018 OPERATIONS | $553,000 |
| JEWISH FEDERATION OF CINCINNATI | |||||||
| 8499 RIDGE ROAD | CINCINNATI | OH | 45236 | NONE | PC | STRENGTHENING INDIVIDUAL GIVING CAPACITY BUILDING | $138,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $13,910,395 | TotalGrantOrContriPdDurYrAmt |
Grant Or Contri Apprv For Fut GrantOrContriApprvForFutGrp (26 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| CAMP LIVINGSTON | |||||||
| 8485 RIDGE ROAD | CINCINNATI | OH | 45236 | NONE | PC | SCHOLARSHIPS & DEVELOPMENT DIRECTOR | $130,000 |
| CEDAR VILLAGE FOUNDATION | |||||||
| 5467 CEDAR VILLAGE DRIVE | MASON | OH | 45040 | NONE | PC | PUBLIC RELATIONS | $64,000 |
| CINCINNATI USA REGIONAL CHAMBER FOUNDATION | |||||||
| 3 EAST 4TH STREET | CINCINNATI | OH | 45202 | NONE | PC | REDI - CINCINNATI/ISRAEL ECONOMIC DEVELOPMENT PARTNERSHIP | $64,332 |
| HEBREW UNION COLLEGE-JEWISH INSTITUTE OF RELIGION | |||||||
| 3101 CLIFTON AVENUE | CINCINNATI | OH | 45220 | NONE | PC | JEWISH FOUNDATION RABBINIC FELLOWS PROGRAM & OFFICE OF RECRUITMENT/COMMUNITY ENGAGEMENT | $2,666,038 |
| JEWISH FAMILY SERVICE | |||||||
| 8487 RIDGE ROAD | CINCINNATI | OH | 45236 | NONE | PC | AGEWELL CINCINNATI | $812,421 |
| JEWISH FEDERATION OF CINCINNATI | |||||||
| 8499 RIDGE ROAD | CINCINNATI | OH | 45236 | NONE | PC | "STRENGTHENING INDIVIDUAL GIVING FUNDRAISING" CAPACITY BUILDING INITIATIVE | $4,995,626 |
| ROCKWERN ACADEMY | |||||||
| 8401 MONTGOMERY ROAD | CINCINNATI | OH | 45236 | NONE | PC | 2018/19 SCHOOL YEAR OPERATIONS AND SECURITY | $1,939,367 |
| JEWISH FEDERATION OF CINCINNATI | |||||||
| 8499 RIDGE ROAD | CINCINNATI | OH | 45236 | NONE | PC | COMMUNITY BUILDINGS & MAINTENANCE | $3,168,176 |
| MOISHE HOUSE | |||||||
| 441 SAXONY ROAD BARN 2 | ENCINITAS | CA | 92024 | NONE | PC | Operating Support for Cincinnati House | $75,000 |
| MAYERSON JCC | |||||||
| 8485 RIDGE ROAD | CINCINNATI | OH | 45236 | NONE | PC | 2018 OPERATIONS | $553,000 |
| HEBREW UNION COLLEGE-JEWISH INSTITUTE OF RELIGION | |||||||
| 3101 CLIFTON AVENUE | CINCINNATI | OH | 45220 | NONE | PC | INSTALLATION OF KLUTZNICK COLLECTION AT SKIRBALL MUSEUM | $50,000 |
| JEWISH FAMILY SERVICE | |||||||
| 8487 RIDGE ROAD | CINCINNATI | OH | 45236 | NONE | PC | RUSSIAN-SPEAKING SENIORS PROGRAM | $151,912 |
| HILLEL FOUNDATION AT MIAMI UNIVERSITY | |||||||
| 11 E WALNUT STREET | OXFORD | OH | 45056 | NONE | PC | DIRECTOR OF JEWISH STUDENT LIFE | $120,000 |
| HOLOCAUST AND HUMANITY CENTER | |||||||
| 8401 MONTGOMERY ROAD | CINCINNATI | OH | 45236 | NONE | PC | EDUCATIONAL COMPONENT OF HOLOCAUST MEMORIAL | $18,260 |
| UNION FOR REFORM JUDAISM | |||||||
| 633 THIRD AVENUE | NEW YORK | NY | 10017 | NONE | PC | Regional coordinator for NYFTY and congregational outreach | $78,304 |
| COMMUNITY CONGREGATIONS | |||||||
| 8044 MONTGOMERY ROAD | CINCINNATI | OH | 45236 | NONE | PC | educationAL PROGRAMMING, Congregational EXCELLENCE, ENGAGEMENT AND SUSTAINABILITY | $1,948,780 |
| MAYERSON JCC | |||||||
| 8485 RIDGE ROAD | CINCINNATI | OH | 45236 | NONE | PC | transportation pilot program | $178,368 |
| JEWISH FEDERATION OF CINCINNATI | |||||||
| 8499 RIDGE ROAD | CINCINNATI | OH | 45236 | NONE | PC | TALENT MANAGEMENT INITIATIVE | $101,538 |
| XAVIER UNIVERSITY | |||||||
| 3800 VICTORY PKWY | CINCINNATI | OH | 45207 | NONE | PC | PUBLIC POLICY STUDENT LEADERSHIP TRIP TO ISRAEL, EASTERN EUROPEAN JEWISH CEMETERY PROJECT | $267,500 |
| JVS CAREER SERVICES | |||||||
| 4540 COOPER ROAD SUITE 300 | CINCINNATI | OH | 45242 | NONE | PC | JOBS AND CAREERS INITIATIVE | $102,225 |
| MUSIC HALL REVITALIZATION COMPANY | |||||||
| 1203 WALNUT STREET 4TH FLOOR | CINCINNATI | OH | 45202 | NONE | PC | Music Hall REVITALIZATION | $60,000 |
| CINCINNATI SYMPHONY ORCHESTRA | |||||||
| 1241 ELM STREET | CINCINNATI | OH | 45202 | NONE | PC | EUROPEAN TOUR | $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 | $251,250 |
| JEWISH FEDERATION OF CINCINNATI | |||||||
| 8499 RIDGE ROAD | CINCINNATI | OH | 45236 | NONE | PC | SAFE CINCINNATI | $1,091,756 |
| MERCY HEALTH FOUNDATION | |||||||
| 4600 MCAULEY PLACE SUITE 150 | CINCINNATI | OH | 45242 | NONE | PC | Jewish Hospital Modernization and Graduate Medical Education | $6,640,723 |
| JEWISH FAMILY SERVICE | |||||||
| 8487 RIDGE ROAD | CINCINNATI | OH | 45236 | NONE | PC | BARBASH FAMILY VITAL SUPPORT CENTER AND AGING SERVICES | $334,250 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Apprv Fut | $25,887,826 | 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 | $5,769,303 | 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 | $7,215 | 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 | $4,424,454 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Income Loss From Special Evt | NetIncomeLossFromSpecialEvtGrp | |
| Gross Profit Loss Sls Of Invntry | GrossProfitLossSlsOfInvntryGrp |
Other Revenue Described OtherRevenueDescribedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | EARN OUT PROCEEDS | Desc |
| Business | 900099 | BusinessCd |
| Exclusion | 01 | ExclusionCd |
| Exclusion | $6,510,034 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $16,711,006 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $16,711,006 | 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 | ACCOUNTANT FEES | CategoryTxt |
| Amt | $39,288 | Amt |
| Net Investment Income | $23,573 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $15,715 | 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 (2 entries)
| BondBondNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| VANGUARD - BOND MKT INDEX 222 | $31,077,629 | $29,990,229 |
| LOOMIS | $19,182,115 | $18,955,148 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (5 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| VANGUARD - FTSE ALL WORLD | $13,557,581 | $16,357,773 |
| VANGUARD - STK MKT IND 855 | $52,115,763 | $111,541,478 |
| VANGUARD - INST. INDEX FUND 94 | $9,536,744 | $20,053,779 |
| VANGUARD - INT'L GROWTH 581 | $20,086,382 | $32,490,307 |
| VANGUARD - INT'L VALUE 46 | $26,685,432 | $31,851,896 |
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 | $5,896,138 | USGovtObligationsEOYFMVAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (5 entries)
| Category Or ItemCategoryOrItemTxt | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| GROSVENOR INT'L PARTNER | $14,500,000 | $19,929,386 |
| AEW CORE PROPERTY | $8,743,698 | $11,053,170 |
| HEITMAN REAL ESTATE TRUST | $8,150,655 | $11,479,032 |
| CINCYTECH FUND III LLC | $90,166 | $74,606 |
| CINTRIFUSE EARLY STAGE CAPITAL | $612,457 | $877,569 |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL FEES | CategoryTxt |
| Legal Fees | $76,654 | LegalFeesAmt |
| Net Investment Income | $4,081 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $83,363 | DisbursementsCharitablePrpsAmt |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp (2 entries)
| DescDesc | BOY Book ValueBOYBookValueAmt | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| DEPOSITS | $3,425 | $3,425 | $3,425 |
| DUE FROM THE JEWISH FOUNDATION | $1,125,148 | $14 | $14 |
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 | $6,258 | $0 | $0 | $6,586 |
| INSURANCE | $23,120 | $925 | $0 | $22,195 |
| PROGRAMMING | $445,973 | $0 | $0 | $459,702 |
| HOSPITAL SALE CONTINGENCIES | $18,281 | $0 | $0 | $18,281 |
| OTHER ADMINISTRATIVE EXPENSES | $34,370 | $8,178 | $0 | $26,028 |
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 | $6,510,034 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
Other Notes Loans Rcvbl Long Sch OtherNotesLoansRcvblLongSch
Other Notes Loans Rcvbl Long OtherNotesLoansRcvblLongGrp
Borrower Name BorrowerNameGrp
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | INTEREST RECEIVABLE | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Balance Due | $220,569 | BalanceDueAmt |
| Interest | 0 | InterestRt |
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 | $243,088 | $243,088 | $0 | $0 |
| PROFESSIONAL DEVELOPMENT | $5,909 | $236 | $0 | $5,673 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | FEDERAL INCOME TAX | CategoryTxt |
| Amt | $130,144 | Amt |
| Net Investment Income | $7,944 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |