JHSI INC: Form 990PF, tax year 2015
View the entire original 990 at ProPublica ↗
- Organization
- JHSI INC (EIN 31-0536670)
- Tax period
- 2015-07-01 to 2016-06-30
- Filed
- 2017-05-12
- IRS object ID
- 201731329349102593
- Schema version
- 2015v3.0
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- Accounting Fees Schedule
- Contractor Compensation Expln
- 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 Liabilities Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2017-05-12T15:20:59-05:00 | ReturnTs |
| Tax Period End | 2016-06-30 | 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 | 2015-07-01 | 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 GUTTMAN | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 5132141204 | PhoneNum |
| Signature | 2017-05-11 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Aaron Hershberger | PreparerPersonNm |
| PTIN | P00961884 | PTIN |
| Phone | 5136218300 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2015 | TaxYr |
| Build TS | 2021-01-29 14:40:06Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Change | Yes (X) | AddressChangeInd |
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $272,218,458 | 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 | $5,568,949 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $5,568,949 | DividendsNetInvstIncmAmt |
| Gross Rents Rev And Expnss | $8,385 | GrossRentsRevAndExpnssAmt |
| Gross Rents Net Invst Incm | $8,385 | GrossRentsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $348,906 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $30,075,290 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $348,906 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $4,256,790 | OtherIncomeRevAndExpnssAmt |
| Total Rev And Expnss | $10,183,030 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $5,926,240 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $218,775 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $2,188 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $216,587 | CompOfcrDirTrstDsbrsChrtblAmt |
| Oth Empl Slrs Wgs Rev And Expnss | $294,250 | OthEmplSlrsWgsRevAndExpnssAmt |
| Oth Empl Slrs Wgs Net Invst Incm | $21,120 | OthEmplSlrsWgsNetInvstIncmAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $273,130 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Pension Empl Bnft Rev And Expnss | $140,535 | PensionEmplBnftRevAndExpnssAmt |
| Pension Empl Bnft Net Invst Incm | $7,131 | PensionEmplBnftNetInvstIncmAmt |
| Pension Empl Bnft Dsbrs Chrtbl | $133,404 | PensionEmplBnftDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $97,686 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $3,159 | LegalFeesNetInvstIncmAmt |
| Legal Fees Adj Net Incm | $0 | LegalFeesAdjNetIncmAmt |
| Legal Fees Dsbrs Chrtbl | $112,893 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $36,350 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $21,810 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $0 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $14,540 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $264,806 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $248,734 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Adj Net Incm | $0 | OtherProfFeesAdjNetIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $16,072 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $48,200 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $0 | TaxesNetInvstIncmAmt |
| Taxes Adj Net Incm | $0 | TaxesAdjNetIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Deprec And Dpltn Rev And Expnss | $116,744 | DeprecAndDpltnRevAndExpnssAmt |
| Occupancy Rev And Expnss | $47,085 | OccupancyRevAndExpnssAmt |
| Occupancy Net Invst Incm | $1,826 | OccupancyNetInvstIncmAmt |
| Occupancy Dsbrs Chrtbl | $42,219 | OccupancyDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $82,218 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Net Invst Incm | $998 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $81,441 | TravConfMeetingDsbrsChrtblAmt |
| Printing And Pub Rev And Expnss | $3,697 | PrintingAndPubRevAndExpnssAmt |
| Printing And Pub Net Invst Incm | $144 | PrintingAndPubNetInvstIncmAmt |
| Printing And Pub Dsbrs Chrtbl | $3,592 | PrintingAndPubDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $674,432 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $24,926 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Adj Net Incm | $0 | OtherExpensesAdjNetIncmAmt |
| Other Expenses Dsbrs Chrtbl | $620,429 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $2,024,778 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $332,036 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $1,514,307 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $11,414,312 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $11,414,312 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $13,439,090 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $332,036 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $12,928,619 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$3,256,060 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $5,594,204 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $313,542 | CashBOYAmt |
| Cash EOY | $376,947 | CashEOYAmt |
| Cash EOYFMV | $376,947 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $2,017,316 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $1,371,551 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $1,371,551 | SavAndTempCashInvstEOYFMVAmt |
| Acct Rcvbl | $0 | AcctRcvblAmt |
| Acct Rcvbl BOY | $2,675,300 | AcctRcvblBOYAmt |
| Acct Rcvbl EOY | $0 | AcctRcvblEOYAmt |
| Acct Rcvbl EOYFMV | $0 | AcctRcvblEOYFMVAmt |
| Other Nts And Loans Rcvbl BOY | $242,049 | OtherNtsAndLoansRcvblBOYAmt |
| Other Nts And Loans Rcvbl EOY | $266,811 | OtherNtsAndLoansRcvblEOYAmt |
| Other Nts And Loans Rcvbl EOYFMV | $266,811 | OtherNtsAndLoansRcvblEOYFMVAmt |
| Prepaid Expenses BOY | $21,164 | PrepaidExpensesBOYAmt |
| Prepaid Expenses EOY | $64,008 | PrepaidExpensesEOYAmt |
| Prepaid Expenses EOYFMV | $64,008 | PrepaidExpensesEOYFMVAmt |
| US Government Obligations BOY | $6,240,985 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $6,240,985 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $6,242,969 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $119,953,241 | CorporateStockBOYAmt |
| Corporate Stock EOY | $119,338,340 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $170,461,795 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $43,544,439 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $42,174,573 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $43,278,111 | CorporateBondsEOYFMVAmt |
| Other Investments BOY | $29,411,314 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $30,256,002 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $37,460,574 | OtherInvestmentsEOYFMVAmt |
| Land Bldg Equip Cost Or Other Bss | $12,898,904 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $258,967 | LandBldgEquipAccumDeprecAmt |
| Land BOY | $12,747,781 | LandBOYAmt |
| Land EOY | $12,639,937 | LandEOYAmt |
| Land EOYFMV | $12,639,937 | LandEOYFMVAmt |
| Other Assets BOY | $211,260 | OtherAssetsBOYAmt |
| Other Assets EOY | $55,755 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $55,755 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $217,378,391 | TotalAssetsBOYAmt |
| Total Assets EOY | $212,784,909 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $272,218,458 | TotalAssetsEOYFMVAmt |
| Accounts Payable BOY | $1,470,524 | AccountsPayableBOYAmt |
| Accounts Payable EOY | $133,102 | AccountsPayableEOYAmt |
| Total Liabilities BOY | $1,470,524 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $133,102 | TotalLiabilitiesEOYAmt |
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
| Unrestricted BOY | $215,907,867 | UnrestrictedBOYAmt |
| Unrestricted EOY | $212,651,807 | UnrestrictedEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $215,907,867 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $212,651,807 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $217,378,391 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $212,784,909 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $215,907,867 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$3,256,060 | ExcessRevenueOverExpensesAmt |
| Subtotal | $212,651,807 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $212,651,807 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Property | PUBLIC TRADED SECURITIES | PropertyDesc |
| Gross Sales Price | $30,075,290 | GrossSalesPriceAmt |
| Cost Or Other Basis | $29,726,384 | CostOrOtherBasisAmt |
| Gain Or Loss | $348,906 | GainOrLossAmt |
| Gains Minus Excess Or Losses | $348,906 | GainsMinusExcessOrLossesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $348,906 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $13,821,366 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $274,817,373 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.050293 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $11,829,585 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $259,028,314 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.045669 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $10,708,520 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $231,579,584 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.046241 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $11,367,153 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $217,055,652 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.05237 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $48,881 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $228,531,832 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.000214 | DistributionYr5Rt |
| Total Distribution | 0.194787 | TotalDistributionRt |
| Average Distribution | 0.038957 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $268,143,658 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $10,446,072 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $55,942 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $10,502,014 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $12,928,619 | 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 | $55,942 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $55,942 | SubtotalAmt |
| Tax Based On Investment Income | $55,942 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $94,840 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $94,840 | TotalPaymentsAndCreditsAmt |
| Overpayment | $38,898 | OverpaymentAmt |
| Applied To ES Tax | $38,898 | 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 | 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 |
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 | TRUSTEE | 7.5 | $0 | $0 | $0 |
| BRET CALLER | ||||||||
| 8044 MONTGOMERY ROAD SUITE 516 | CINCINNATI | OH | 45236 | TREASURER | 7.5 | $0 | $0 | $0 |
| MICHAEL FISHER | ||||||||
| 8044 MONTGOMERY ROAD SUITE 516 | CINCINNATI | OH | 45236 | TRUSTEE | 3.75 | $0 | $0 | $0 |
| BETH GUTTMAN | ||||||||
| 8044 MONTGOMERY ROAD SUITE 516 | CINCINNATI | OH | 45236 | PRESIDENT | 18.75 | $0 | $0 | $0 |
| BRIAN JAFFEE | ||||||||
| 8044 MONTGOMERY ROAD SUITE 516 | CINCINNATI | OH | 45236 | EXECUTIVE DIRECTOR | 40.0 | $218,775 | $42,929 | $0 |
| GLORIA LIPSON | ||||||||
| 8044 MONTGOMERY ROAD SUITE 516 | CINCINNATI | OH | 45236 | TRUSTEE | 7.5 | $0 | $0 | $0 |
| LESLIE NEWMAN | ||||||||
| 8044 MONTGOMERY ROAD SUITE 516 | CINCINNATI | OH | 45236 | TRUSTEE | 7.5 | $0 | $0 | $0 |
| MICHAEL OESTREICHER | ||||||||
| 8044 MONTGOMERY ROAD SUITE 516 | CINCINNATI | OH | 45236 | IMMEDIATE PAST PRESIDENT | 7.5 | $0 | $0 | $0 |
| ARNA POUPKO FISHER | ||||||||
| 8044 MONTGOMERY ROAD SUITE 516 | CINCINNATI | OH | 45236 | TRUSTEE | 7.5 | $0 | $0 | $0 |
| J DAVID ROSENBERG | ||||||||
| 8044 MONTGOMERY ROAD SUITE 516 | CINCINNATI | OH | 45236 | VP OF INVESTMENT & FINANCE | 7.5 | $0 | $0 | $0 |
| JOHN STEIN | ||||||||
| 8044 MONTGOMERY ROAD SUITE 516 | CINCINNATI | OH | 45236 | TRUSTEE | 7.5 | $0 | $0 | $0 |
| JEFFREY ZIPKIN MD | ||||||||
| 8044 MONTGOMERY ROAD SUITE 516 | CINCINNATI | OH | 45236 | SECRETARY | 7.5 | $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 | Expense AccountExpenseAccountAmt |
|---|---|---|---|---|---|---|---|---|
| ERIC DAUER | ||||||||
| 8044 MONTGOMERY ROAD | CINCINNATI | OH | 45236 | DIRECTOR OF OPS | 30.0 | $93,750 | $14,153 | $0 |
| BETH MCKINNEY | ||||||||
| 8044 MONTGOMERY ROAD | CINCINNATI | OH | 45236 | DIRECTOR OF FINANCE | 24.0 | $96,000 | $22,567 | $0 |
| MIKE BOBERG | ||||||||
| 8044 MONTGOMERY ROAD | CINCINNATI | OH | 45236 | SR GRANTS OFFICER | 30.0 | $62,500 | $12,239 | $0 |
Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp (5 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Service TypeServiceTypeTxt | CompensationCompensationAmt |
|---|---|---|---|---|---|
| MEASURING SUCCESS LLC | |||||
| 4600 EAST WEST HWY 900 | BETHESDA | MD | 20814 | CONSULTING | $211,325 |
| HEITMAN AMERICAN REAL ESTATE TRUST LP | |||||
| 191 NORTH WACKER DRIVER | CHICAGO | IL | 60606 | INVESTMENT | $102,838 |
| RABBI SAMUEL JOSEPH | |||||
| 3101 CLIFTON AVENUE | CINCINNATI | OH | 45220 | CONSULTING | $80,000 |
| KATZ TELLER BRANT & HILD | |||||
| 255 EAST FIFTH STREET STE 2400 | CINCINNATI | OH | 45202 | LEGAL | $64,575 |
| SHALEM COACHING AND CONSULTING LLC | |||||
| 1224 RIDGECLIFF ROAD | WYOMING | OH | 45215 | CONSULTING | $55,429 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contractor Paid Over50k | 1 | ContractorPaidOver50kCnt |
Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | ANALYSIS AND STRATEGIC PLANNING TO TWO JEWISH DAY SCHOOLS | Description1Txt |
| Expenses1 | $214,556 | Expenses1Amt |
| Description2 | STRATEGIC PLANNING AND FINANCIAL REVIEW ASSISTANCE TO ELEVEN JEWISH CONGREGATIONS | Description2Txt |
| Expenses2 | $92,417 | Expenses2Amt |
| Description3 | FOCUS GROUPS, LED BY A CONSULTANT, TO BEGIN THE ANALYSIS OF THE BEST STRATEGIES TO ENGAGE TEENS IN THE JEWISH COMMUNITY AND CONNECT THEM TO THEIR JEWISH IDENTITY | Description3Txt |
| Expenses3 | $82,691 | Expenses3Amt |
| Description4 | A WORKING GROUP LED BY A CONSULTANT AND FOCUS GROUP ANALYSIS THAT IS CHARTING THE PATH OF SERVICES TO ADDRESS THE NEEDS OF THE JEWISH COMMUNITY'S SENIOR POPULATION | Description4Txt |
| Expenses4 | $60,298 | 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 | $257,084,575 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $659,787 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $14,482,702 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $272,227,064 | TotalFMVOfUnusedAssetsAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $272,227,064 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $4,083,406 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $268,143,658 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $13,407,183 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $13,407,183 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $55,942 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $55,942 | TotalTaxAmt |
| Distributable Before Adj | $13,351,241 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $13,351,241 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $13,351,241 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $12,928,619 | 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 | $12,928,619 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $55,942 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $12,872,677 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $13,351,241 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $12,189,039 | UndistributedIncomePYAmt |
| Prior Year1 | 2013 | PriorYear1Yr |
| Prior Year2 | 2012 | PriorYear2Yr |
| Prior Year3 | 2011 | PriorYear3Yr |
| Excess Distribution Cyov Yr1 | $0 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $12,928,619 | QualifyingDistributionsAmt |
| Applied To Year1 | $12,189,039 | AppliedToYear1Amt |
| Applied To Current Year | $739,580 | 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 |
| Undistributed Income CY | $12,611,661 | 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 | BRIAN JAFFEE | 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 | NONE | SubmissionDeadlinesTxt |
| Restrictions On Awards | CHARITABLE ORGANIZATIONS | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (28 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 RD | CINCINNATI | OH | 45236 | NONE | PC | SCHOLARSHIPS | $40,000 |
| CEDAR VILLAGE FOUNDATION | |||||||
| 5467 CEDAR VILLAGE DRIVE | MASON | OH | 45040 | NONE | PC | FIRST PHASE IN OVERALL INVESTMENT IN SENIOR SERVICES | $400,001 |
| CHILDREN'S HOSPITAL MEDICAL CENTER | |||||||
| 3333 BURNET AVENUE | CINCINNATI | OH | 45229 | NONE | PC | ISRAEL FELLOWS COMMUNITY ENGAGMENT PROGRAM | $22,976 |
| CINCINNATI HEBREW DAY SCHOOL | |||||||
| 2222 LOSANTIVILLE AVENUE | CINCINNATI | OH | 45237 | NONE | PC | CAPACITY BUILDING, MATCHING AND OPERATING SUPPORT | $1,649,533 |
| CINCINNATI USA REGIONAL CHAMBER FOUNDATION | |||||||
| 3 EAST 4TH STREET | CINCINNATI | OH | 45202 | NONE | PC | REDI - CINCINNATI/ISRAEL ECONOMIC DEVELOPMENT PARTNERSHIP | $100,709 |
| COMMUNITY CONGREGATIONS | |||||||
| 8044 MONTGOMERY ROAD | CINCINNATI | OH | 45236 | NONE | PC | EDUCATIONAL PROGRAMMING | $273,600 |
| COMMUNITY CONGREGATIONS | |||||||
| 8044 MONTGOMERY ROAD | CINCINNATI | OH | 45236 | NONE | PC | CONGREGATIONAL EXCELLENCE, ENGAGEMENT AND SUSTAINABILITY | $1,236,724 |
| CONGREGATION OHAV SHALOM | |||||||
| 8100 CORNELL ROAD | CINCINNATI | OH | 45249 | NONE | PC | TRANSITION COSTS OF CONGREGATION OHAV SHALOM AND CONGREGATION B'NAI TZEDEK MERGER INTO CONGREGATION ETZ CHAIM | $29,250 |
| HEBREW UNION COLLEGE-JEWISH INSTITUTE OF RELIGION | |||||||
| 3101 CLIFTON AVENUE | CINCINNATI | OH | 45220 | NONE | PC | JEWISH FOUNDATION RABBINIC FELLOWS PROGRAM AND OFFICE OF RECRUITMENT/COMMUNITY ENGAGEMENT | $1,050,000 |
| HILLEL FOUNDATION AT MIAMI UNIVERSITY | |||||||
| 11 EAST WALNUT STREET | OXFORD | OH | 45056 | NONE | PC | DIRECTOR OF JEWISH STUDENT LIFE | $110,000 |
| HILLEL THE FOUNDATION FOR JEWISH CAMPUS LIFE | |||||||
| 2615 CLIFTON AVENUE | CINCINNATI | OH | 45220 | NONE | PC | CAREERS CINCINNATI | $47,500 |
| HILLEL THE FOUNDATION FOR JEWISH CAMPUS LIFE | |||||||
| 2615 CLIFTON AVENUE | CINCINNATI | OH | 45220 | NONE | PC | CAMPUS SUPERSTAR 2016 | $50,000 |
| MAYERSON JCC | |||||||
| 8485 RIDGE ROAD | CINCINNATI | OH | 45236 | NONE | PC | STRATEGIC PLANNING, GROWTH INITIATIVES, TRANSPORTATION PILOT PROGRAM, AND 2015/2016 PROGRAMMING | $280,589 |
| JEWISH DISCOVERY CENTER OF OHIO INC | |||||||
| 7587 CENTRAL PARKE BLVD | MASON | OH | 45040 | NONE | PC | CHAI TOTS EARLY CHILDHOOD CENTER: SCHOLARSHIPS AND CAPITAL, OPERATING, AND MARKETING SUPPORT | $155,083 |
| JEWISH FAMILY SERVICE OF CINCINNATI | |||||||
| 8487 RIDGE ROAD | CINCINNATI | OH | 45236 | NONE | PC | SENIOR SERVICES PROJECT MANAGER AND PLANNING GRANT | $35,000 |
| JEWISH FAMILY SERVICE OF CINCINNATI | |||||||
| 8487 RIDGE ROAD | CINCINNATI | OH | 45236 | NONE | PC | BARBASH FAMILY VITAL SUPPORT CENTER OPERATING | $255,000 |
| JEWISH FEDERATION OF CINCINNATI | |||||||
| 8499 RIDGE ROAD | CINCINNATI | OH | 45236 | NONE | PC | SAFE CINCINNATI COMMUNITY SECURITY INITIATIVE | $212,000 |
| JEWISH FEDERATION OF CINCINNATI | |||||||
| 8499 RIDGE ROAD | CINCINNATI | OH | 45236 | NONE | PC | "STRENGTHENING INDIVIDUAL GIVING" FUNDRAISING CAPACITY BUILDING INITIATIVE | $322,750 |
| JEWISH FEDERATION OF CINCINNATI | |||||||
| 8499 RIDGE ROAD | CINCINNATI | OH | 45236 | NONE | PC | SHARED BUSINESS SERVICES | $261,800 |
| JEWISH FEDERATION OF CINCINNATI | |||||||
| 8499 RIDGE ROAD | CINCINNATI | OH | 45236 | NONE | PC | CINCINNATI CONGREGATION AND COMMUNITY MISSION TRIP TO ISRAEL | $1,286,978 |
| JEWISH FEDERATION OF CINCINNATI | |||||||
| 8499 RIDGE ROAD | CINCINNATI | OH | 45236 | NONE | PC | TALENT MANAGEMENT PLAN DEVELOPMENT | $9,720 |
| JEWISH FEDERATION OF CINCINNATI | |||||||
| 8499 RIDGE ROAD | CINCINNATI | OH | 45236 | NONE | PC | COMMUNITY BUILDINGS & MAINTENANCE OVERSIGHT | $25,000 |
| JEWISH FEDERATION OF CINCINNATI | |||||||
| 8499 RIDGE ROAD | CINCINNATI | OH | 45236 | NONE | PC | BOLD GOALS ISRAEL EXPERIENCE | $26,850 |
| JVS CAREER SERVICES | |||||||
| 10945 REED HARTMAN HWY | CINCINNATI | OH | 45242 | NONE | PC | JOBS AND CAREERS INITIATIVE | $444,598 |
| MERCY HEALTH FOUNDATION | |||||||
| 4600 MCAULEY PLACE | CINCINNATI | OH | 45242 | NONE | PC | JEWISH HOSPITAL MODERNIZATION AND GRADUATE MEDICAL EDUCATION | $1,201,578 |
| ROCKWERN ACADEMY | |||||||
| 8401 MONTGOMERY ROAD | CINCINNATI | OH | 45236 | NONE | PC | TUITION GRANTS, MATCHING AND OPERATIONS SUPPORT | $1,787,136 |
| UNION OF REFORM JUDAISM | |||||||
| 633 THIRD AVENUE | NEW YORK | NY | 10017 | NONE | PC | REGIONAL COORDINATOR FOR NFTY AND YOUTH CONGREGATIONAL OUTREACH | $37,027 |
| XAVIER UNIVERSITY | |||||||
| 3800 VICTORY PKWY | CINCINNATI | OH | 45207 | NONE | PC | PUBLIC POLICY STUDENT LEADERSHIP TRIP TO ISRAEL AND JEWISH CEMETERY RECLAMATION PROJECT IN POLAND AND LITHUANIA | $62,910 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $11,414,312 | TotalGrantOrContriPdDurYrAmt |
Grant Or Contri Apprv For Fut GrantOrContriApprvForFutGrp (28 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| CEDAR VILLAGE FOUNDATION | |||||||
| 5467 CEDAR VILLAGE DRIVE | MASON | OH | 45040 | NONE | PC | STRATEGIC PLANNING | $45,000 |
| CENTER FOR HOLOCAUST & HUMANITIES EDUCATION | |||||||
| 8401 MONTGOMERY ROAD | CINCINNATI | OH | 45236 | NONE | PC | HOLOCAUST MEMORIAL EDUCATION | $38,400 |
| CHILDREN'S HOSPITAL MEDICAL CENTER | |||||||
| 3333 BURNET AVENUE | CINCINNATI | OH | 45229 | NONE | PC | ISRAEL FELLOWS COMMUNITY ENGAGMENT PROGRAM | $100,656 |
| CINCINNATI BALLET | |||||||
| 1555 CENTRAL PARKWAY | CINCINNATI | OH | 45214 | NONE | PC | COMMUNITY PERFORMANCE FEATURING ISRAELI ARTIST | $75,000 |
| CINCINNATI HEBREW DAY SCHOOL | |||||||
| 2222 LOSANTIVILLE AVENUE | CINCINNATI | OH | 45237 | NONE | PC | 2016/17 SCHOOL YEAR OPERATING SUPPORT | $1,684,275 |
| CINCINNATI USA REGIONAL CHAMBER FOUNDATION | |||||||
| 3 EAST 4TH STREET | CINCINNATI | OH | 45202 | NONE | PC | REDI - CINCINNATI/ISRAEL ECONOMIC DEVELOPMENT PARTNERSHIP | $60,706 |
| COMMUNITY CONGREGATIONS | |||||||
| 8044 MONTGOMERY ROAD | CINCINNATI | OH | 45236 | NONE | PC | CONGREGATIONAL EXCELLENCE, ENGAGEMENT, AND SUSTAINABILITY | $632,675 |
| JEWISH FEDERATION OF CINCINNATI | |||||||
| 8499 RIDGE ROAD | CINCINNATI | OH | 45236 | NONE | PC | COMMUNITY RELIGIOUS SCHOOL SECURITY PATROLS | $124,000 |
| COMMUNITY CONGREGATIONS | |||||||
| 8044 MONTGOMERY ROAD | CINCINNATI | OH | 45236 | NONE | PC | EDUCATIONAL PROGRAMMING | $609,000 |
| COMMUNITY CONGREGATIONS | |||||||
| 8044 MONTGOMERY ROAD | CINCINNATI | OH | 45236 | NONE | PC | RELIGIOUS SCHOOL TEACHER SALARY ENHANCEMENT | $599,600 |
| HEBREW UNION COLLEGE-JEWISH INSTITUTE OF RELIGION | |||||||
| 3101 CLIFTON AVENUE | CINCINNATI | OH | 45220 | NONE | PC | JEWISH FOUNDATION RABBINIC FELLOWS PROGRAM AND OFFICE OF RECRUITMENT/COMMUNITY ENGAGEMENT | $1,105,294 |
| HEBREW UNION COLLEGE-JEWISH INSTITUTE OF RELIGION | |||||||
| 3101 CLIFTON AVENUE | CINCINNATI | OH | 45220 | NONE | PC | INSTALLATION OF KLUTZNICK COLLECTION AT SKIRBALL MUSEUM | $200,000 |
| HILLEL FOUNDATION AT MIAMI UNIVERSITY | |||||||
| 11 EAST WALNUT STREET | OXFORD | OH | 45056 | NONE | PC | DIRECTOR OF JEWISH STUDENT LIFE | $55,000 |
| HILLEL THE FOUNDATION FOR JEWISH CAMPUS LIFE | |||||||
| 2615 CLIFTON AVENUE | CINCINNATI | OH | 45220 | NONE | PC | CAREERS CINCINNATI | $47,500 |
| MAYERSON JCC | |||||||
| 8485 RIDGE ROAD | CINCINNATI | OH | 45236 | NONE | PC | TRANSPORTATION PILOT PROGRAM | $215,099 |
| MAYERSON JCC | |||||||
| 8485 RIDGE ROAD | CINCINNATI | OH | 45236 | NONE | PC | GROWTH INITIATIVES | $146,038 |
| MAYERSON JCC | |||||||
| 8485 RIDGE ROAD | CINCINNATI | OH | 45236 | NONE | PC | STRATEGIC PLANNING | $9,066 |
| JEWISH DISCOVERY CENTER OF OHIO INC | |||||||
| 7587 CENTRAL PARKE BLVD | MASON | OH | 45040 | NONE | PC | CHAI TOTS EARLY CHILDHOOD CENTER: CAPITAL, OPERATING, AND MARKETING SUPPORT | $151,767 |
| JEWISH FAMILY SERVICE OF CINCINNATI | |||||||
| 8487 RIDGE ROAD | CINCINNATI | OH | 45236 | NONE | PC | BARBASH FAMILY VITAL SUPPORT CENTER OPERATING | $1,120,750 |
| JEWISH FEDERATION OF CINCINNATI | |||||||
| 8499 RIDGE ROAD | CINCINNATI | OH | 45236 | NONE | PC | "STRENGTHENING INDIVIDUAL GIVING" FUNDRAISING CAPACITY BUILDING INITIATIVE | $323,166 |
| JEWISH FEDERATION OF CINCINNATI | |||||||
| 8499 RIDGE ROAD | CINCINNATI | OH | 45236 | NONE | PC | COMMUNITY BUILDINGS & MAINTENANCE OVERSIGHT | $50,000 |
| JEWISH FEDERATION OF CINCINNATI | |||||||
| 8499 RIDGE ROAD | CINCINNATI | OH | 45236 | NONE | PC | TALENT MANAGEMENT PLAN DEVELOPMENT | $87,280 |
| JEWISH FEDERATION OF CINCINNATI | |||||||
| 8499 RIDGE ROAD | CINCINNATI | OH | 45236 | NONE | PC | SHARED BUSINESS SERVICES | $1,678,200 |
| MERCY HEALTH FOUNDATION | |||||||
| 4600 MCAULEY PLACE | CINCINNATI | OH | 45242 | NONE | PC | JEWISH HOSPITAL MODERNIZATION AND GRADUATE MEDICAL EDUCATION | $11,798,422 |
| MOISHE HOUSE | |||||||
| 441 SAXONY ROAD | ENCINITAS | CA | 92024 | NONE | PC | START UP OPERATIONS FOR CINCINNATI HOUSE | $25,000 |
| ROCKWERN ACADEMY | |||||||
| 8401 MONTGOMERY ROAD | CINCINNATI | OH | 45236 | NONE | PC | 2016/17 SCHOOL YEAR OPERATING SUPPORT | $2,277,889 |
| UNION OF REFORM JUDAISM | |||||||
| 633 THIRD AVENUE | NEW YORK | NY | 10017 | NONE | PC | REGIONAL COORDINATOR FOR NFTY AND YOUTH CONGREGATIONAL OUTREACH | $52,832 |
| XAVIER UNIVERSITY | |||||||
| 3800 VICTORY PKWY | CINCINNATI | OH | 45207 | NONE | PC | PUBLIC POLICY STUDENT LEADERSHIP TRIP TO ISRAEL | $88,440 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Apprv Fut | $23,401,055 | 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 | $5,568,949 | 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 | $8,385 | 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 | $348,906 | 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 |
|---|---|---|
| HAAC | 01 | $1,853,634 |
| EARN OUT PROCEEDS | 01 | $2,403,156 |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $10,183,030 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $10,183,030 | 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 | CONSULTANT FEES | CategoryTxt |
| Amt | $36,350 | Amt |
| Net Investment Income | $21,810 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $14,540 | DisbursementsCharitablePrpsAmt |
Contractor Compensation Expln ContractorCompensationExpln
Contractor Comp Expln ContractorCompExplnGrp (5 entries)
| ExplanationExplanationTxt |
|---|
| MEASURING SUCCESS LLC |
| JEWISH DAY SCHOOL CONSULTING |
| HEITMAN AMERICAN REAL ESTATE TRUST |
| REAL ESTATE INVESTMENT SERVICES |
| RABBI SAMUEL JOSEPH |
| CONGREGATIONAL CONSULTING |
| KATZ TELLER BRANT HILD |
| LEGAL SERVICES |
| SHALEM COACHING AND CONSULTING LLC |
| TEEN ENGAGEMENT CONSULTING |
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 | $31,887,981 |
| PNC INVESTMENT | $11,096,944 | $11,390,130 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (5 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| VANGUARD - FTSE ALL WORLD | $13,557,580 | $13,499,849 |
| VANGUARD - STK MKT IND 855 | $57,142,531 | $93,563,821 |
| VANGUARD - INST. INDEX FUND 94 | $19,866,415 | $32,884,445 |
| VANGUARD - INT'L GROWTH 581 | $12,586,382 | $14,316,790 |
| VANGUARD - INT'L VALUE 46 | $16,185,432 | $16,196,890 |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| US Govt Obligations Book Vl EOY | $6,240,985 | USGovtObligationsBookVlEOYAmt |
| US Govt Obligations EOYFMV | $6,242,969 | USGovtObligationsEOYFMVAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (5 entries)
| Category Or ItemCategoryOrItemTxt | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| GROSVENOR INT'L PARTNER | $14,500,000 | $17,325,632 |
| AEW CORE PROPERTY | $7,845,131 | $9,691,155 |
| HEITMAN REAL ESTATE TRUST | $7,505,162 | $10,014,079 |
| CINCYTECH FUND III LLC | $100,000 | $89,195 |
| CINTRIFUSE EARLY STAGE CAPITAL | $305,709 | $340,513 |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL FEES | CategoryTxt |
| Legal Fees | $97,686 | LegalFeesAmt |
| Net Investment Income | $3,159 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $112,893 | DisbursementsCharitablePrpsAmt |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp (2 entries)
| DescDesc | BOY Book ValueBOYBookValueAmt | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| DEPOSITS | $8,619 | $12,044 | $12,044 |
| DUE FROM THE JEWISH FOUNDATION | $202,641 | $43,711 | $43,711 |
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 | $7,928 | $0 | $0 | $7,928 |
| INSURANCE | $23,527 | $918 | $0 | $22,609 |
| PROGRAMMING | $533,310 | $0 | $0 | $551,665 |
| HOSPITAL SALE CONTINGENCIES | $51,875 | $0 | $0 | $4,427 |
| OTHER ADMINISTRATIVE EXPENSES | $57,792 | $24,008 | $0 | $33,800 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt |
|---|---|
| OTHER INCOME: HAAC | $1,853,634 |
| OTHER INCOME: EARN OUT PROCEEDS | $2,403,156 |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | DUE TO THE JEWISH FOUNDATION O | Desc |
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 | $248,734 | $248,734 | $0 | $0 |
| PROFESSIONAL DEVELOPMENT | $16,072 | $0 | $0 | $16,072 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | TAXES | CategoryTxt |
| Amt | $48,200 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |