JHSI INC: Form 990PF, tax year 2014
View the entire original 990 at ProPublica ↗
- Organization
- JHSI INC (EIN 31-0536670)
- Tax period
- 2014-07-01 to 2015-06-30
- Filed
- 2016-05-16
- IRS object ID
- 201611379349103271
- Schema version
- 2014v6.0
- 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 Increases Schedule
- Other Liabilities Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2016-05-16T14:53:04-05:00 | ReturnTs |
| Tax Period End | 2015-06-30 | 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 | 2014-07-01 | 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 | 4555 LAKE FOREST DRIVE SUITE 645 | AddressLine1Txt |
| City | BLUE ASH | CityNm |
| State Abbreviation | OH | StateAbbreviationCd |
| ZIP | 45242 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | BETH GUTTMAN | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 5132141200 | PhoneNum |
| Signature | 2016-05-03 | 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 | 2014 | TaxYr |
| Build TS | 2016-08-17 19:52:53Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $280,576,483 | 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 | $5,986,644 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $5,986,644 | DividendsNetInvstIncmAmt |
| Gross Rents Rev And Expnss | $17,559 | GrossRentsRevAndExpnssAmt |
| Gross Rents Net Invst Incm | $17,559 | GrossRentsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $370,754 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $36,798,684 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $370,754 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $5,688,300 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $0 | OtherIncomeNetInvstIncmAmt |
| Other Income Adj Net Incm | $0 | OtherIncomeAdjNetIncmAmt |
| Total Rev And Expnss | $12,063,257 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $6,374,957 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $0 | TotalAdjNetIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $209,560 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $6,287 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $203,273 | CompOfcrDirTrstDsbrsChrtblAmt |
| Oth Empl Slrs Wgs Rev And Expnss | $230,750 | OthEmplSlrsWgsRevAndExpnssAmt |
| Oth Empl Slrs Wgs Net Invst Incm | $13,600 | OthEmplSlrsWgsNetInvstIncmAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $217,150 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Pension Empl Bnft Rev And Expnss | $116,071 | PensionEmplBnftRevAndExpnssAmt |
| Pension Empl Bnft Net Invst Incm | $5,755 | PensionEmplBnftNetInvstIncmAmt |
| Pension Empl Bnft Dsbrs Chrtbl | $110,316 | PensionEmplBnftDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $109,697 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $1,156 | LegalFeesNetInvstIncmAmt |
| Legal Fees Adj Net Incm | $0 | LegalFeesAdjNetIncmAmt |
| Legal Fees Dsbrs Chrtbl | $90,509 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $41,307 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $24,784 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $0 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $16,523 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $262,064 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $253,608 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Adj Net Incm | $0 | OtherProfFeesAdjNetIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $10,256 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $65,200 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $0 | TaxesNetInvstIncmAmt |
| Taxes Adj Net Incm | $0 | TaxesAdjNetIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Deprec And Dpltn Rev And Expnss | $84,836 | DeprecAndDpltnRevAndExpnssAmt |
| Deprec And Dpltn Net Invst Incm | $8,059 | DeprecAndDpltnNetInvstIncmAmt |
| Occupancy Rev And Expnss | $48,333 | OccupancyRevAndExpnssAmt |
| Occupancy Net Invst Incm | $1,835 | OccupancyNetInvstIncmAmt |
| Occupancy Adj Net Incm | $0 | OccupancyAdjNetIncmAmt |
| Occupancy Dsbrs Chrtbl | $44,979 | OccupancyDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $60,740 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Net Invst Incm | $335 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Adj Net Incm | $0 | TravConfMeetingAdjNetIncmAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $60,909 | TravConfMeetingDsbrsChrtblAmt |
| Printing And Pub Rev And Expnss | $5,696 | PrintingAndPubRevAndExpnssAmt |
| Printing And Pub Net Invst Incm | $211 | PrintingAndPubNetInvstIncmAmt |
| Printing And Pub Adj Net Incm | $0 | PrintingAndPubAdjNetIncmAmt |
| Printing And Pub Dsbrs Chrtbl | $6,047 | PrintingAndPubDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $853,199 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $22,260 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Adj Net Incm | $0 | OtherExpensesAdjNetIncmAmt |
| Other Expenses Dsbrs Chrtbl | $828,912 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $2,087,453 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $337,890 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $1,588,874 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $10,266,069 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $10,266,069 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $12,353,522 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $337,890 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $11,854,943 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$290,265 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $6,037,067 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $484,380 | CashBOYAmt |
| Cash EOY | $313,542 | CashEOYAmt |
| Cash EOYFMV | $313,542 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $7,075,892 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $2,017,316 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $2,017,316 | SavAndTempCashInvstEOYFMVAmt |
| Acct Rcvbl | $2,675,300 | AcctRcvblAmt |
| Acct Rcvbl BOY | $0 | AcctRcvblBOYAmt |
| Acct Rcvbl EOY | $2,675,300 | AcctRcvblEOYAmt |
| Acct Rcvbl EOYFMV | $2,675,300 | AcctRcvblEOYFMVAmt |
| Other Nts And Loans Rcvbl | $242,049 | OtherNtsAndLoansRcvblAmt |
| Other Nts And Loans Rcvbl BOY | $5,311,277 | OtherNtsAndLoansRcvblBOYAmt |
| Other Nts And Loans Rcvbl EOY | $242,049 | OtherNtsAndLoansRcvblEOYAmt |
| Other Nts And Loans Rcvbl EOYFMV | $242,049 | OtherNtsAndLoansRcvblEOYFMVAmt |
| Prepaid Expenses BOY | $5,066 | PrepaidExpensesBOYAmt |
| Prepaid Expenses EOY | $21,164 | PrepaidExpensesEOYAmt |
| Prepaid Expenses EOYFMV | $21,164 | PrepaidExpensesEOYFMVAmt |
| US Government Obligations BOY | $4,740,357 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $6,240,985 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $6,019,507 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $117,043,246 | CorporateStockBOYAmt |
| Corporate Stock EOY | $119,953,241 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $176,691,643 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $42,375,699 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $43,544,439 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $43,332,866 | CorporateBondsEOYFMVAmt |
| Other Investments BOY | $28,590,413 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $29,411,314 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $36,304,055 | OtherInvestmentsEOYFMVAmt |
| Land Bldg Equip Cost Or Other Bss | $12,890,005 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $142,224 | LandBldgEquipAccumDeprecAmt |
| Land BOY | $11,213,568 | LandBOYAmt |
| Land EOY | $12,747,781 | LandEOYAmt |
| Land EOYFMV | $12,747,781 | LandEOYFMVAmt |
| Other Assets BOY | $293,132 | OtherAssetsBOYAmt |
| Other Assets EOY | $211,260 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $211,260 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $217,133,030 | TotalAssetsBOYAmt |
| Total Assets EOY | $217,378,391 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $280,576,483 | TotalAssetsEOYFMVAmt |
| Accounts Payable BOY | $934,901 | AccountsPayableBOYAmt |
| Accounts Payable EOY | $1,470,524 | AccountsPayableEOYAmt |
| Total Liabilities BOY | $934,901 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $1,470,524 | TotalLiabilitiesEOYAmt |
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
| Unrestricted BOY | $216,198,129 | UnrestrictedBOYAmt |
| Unrestricted EOY | $215,907,867 | UnrestrictedEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $216,198,129 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $215,907,867 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $217,133,030 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $217,378,391 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $216,198,129 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$290,265 | ExcessRevenueOverExpensesAmt |
| Other Increases | $3 | OtherIncreasesAmt |
| Subtotal | $215,907,867 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $215,907,867 | 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 |
|---|---|---|---|---|
| PUBLICLY TRADED SECURITIES | $36,473,684 | $36,007,506 | $466,178 | $466,178 |
| REAL PROPERTY | $325,000 | $420,424 | -$95,424 | -$95,424 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $370,754 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $11,829,585 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $259,028,314 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.045669 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $10,708,520 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $231,579,584 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.046241 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $11,367,153 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $217,055,652 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.05237 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $48,881 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $228,531,832 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.000214 | DistributionYr4Rt |
| Total Distribution | 0.144494 | TotalDistributionRt |
| Average Distribution | 0.036124 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $274,817,373 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $9,927,503 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $60,371 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $9,987,874 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $13,881,737 | 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 | $60,371 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $60,371 | SubtotalAmt |
| Tax Based On Investment Income | $60,371 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $69,211 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $69,211 | TotalPaymentsAndCreditsAmt |
| Overpayment | $8,840 | OverpaymentAmt |
| Applied To ES Tax | $8,840 | 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 | Yes (true) | 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 | 4555 LAKE FOREST DRIVE | AddressLine1Txt |
| City | BLUE ASH | CityNm |
| State Abbreviation | OH | StateAbbreviationCd |
| ZIP | 45242 | 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 (13 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 |
|---|---|---|---|---|---|---|---|---|
| GARY HEIMAN | ||||||||
| 4555 LAKE FOREST DRIVE SUITE 645 | BLUE ASH | OH | 45242 | TRUSTEE | 3.75 | $0 | $0 | $0 |
| MICHAEL OESTREICHER | ||||||||
| 4555 LAKE FOREST DRIVE SUITE 645 | BLUE ASH | OH | 45242 | CHAIRPERSON | 3.75 | $0 | $0 | $0 |
| ROBERT KANTER | ||||||||
| 4555 LAKE FOREST DRIVE SUITE 645 | BLUE ASH | OH | 45242 | TRUSTEE | 3.75 | $0 | $0 | $0 |
| JEFFREY ZIPKIN | ||||||||
| 4555 LAKE FOREST DRIVE SUITE 645 | BLUE ASH | OH | 45242 | SECRETARY | 3.75 | $0 | $0 | $0 |
| J DAVID ROSENBERG | ||||||||
| 4555 LAKE FOREST DRIVE SUITE 645 | BLUE ASH | OH | 45242 | VP OF INVESTMENT & FINANCE | 3.75 | $0 | $0 | $0 |
| BETH GUTTMAN | ||||||||
| 4555 LAKE FOREST DRIVE SUITE 645 | BLUE ASH | OH | 45202 | PRESIDENT | 11.25 | $0 | $0 | $0 |
| GLORIA HAFFER | ||||||||
| 4555 LAKE FOREST DRIVE SUITE 645 | BLUE ASH | OH | 45242 | TRUSTEE | 3.75 | $0 | $0 | $0 |
| LESLIE NEWMAN | ||||||||
| 4555 LAKE FOREST DRIVE SUITE 645 | BLUE ASH | OH | 45242 | TRUSTEE | 3.75 | $0 | $0 | $0 |
| MICHAEL FISHER | ||||||||
| 4555 LAKE FOREST DRIVE SUITE 645 | BLUE ASH | OH | 45242 | TRUSTEE | 3.75 | $0 | $0 | $0 |
| ROBERT BRANT | ||||||||
| 4555 LAKE FOREST DRIVE SUITE 645 | BLUE ASH | OH | 45242 | TRUSTEE | 3.75 | $0 | $0 | $0 |
| BRIAN JAFFEE | ||||||||
| 4555 LAKE FOREST DRIVE SUITE 645 | BLUE ASH | OH | 45242 | EXECUTIVE DIRECTOR | 40.0 | $209,560 | $40,739 | $0 |
| BRET A CALLER | ||||||||
| 4555 LAKE FOREST DRIVE SUITE 645 | BLUE ASH | OH | 45242 | TREASURER | 3.75 | $0 | $0 | $0 |
| JOHN STEIN | ||||||||
| 4555 LAKE FOREST DRIVE SUITE 645 | BLUE ASH | OH | 45242 | TRUSTEE | 3.75 | $0 | ||
Compensation Highest Paid Empl CompensationHighestPaidEmplGrp (2 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 | ||||||||
| 4555 LAKE FOREST DRIVE | BLUE ASH | OH | 45242 | DIRECTOR OF OPS | 30.0 | $86,250 | $12,075 | $0 |
| BETH MCKINNEY | ||||||||
| 4555 LAKE FOREST DRIVE | BLUE ASH | OH | 45242 | DIRECTOR OF FINANCE | 24.0 | $68,000 | $16,142 | $0 |
Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp (3 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Service TypeServiceTypeTxt | CompensationCompensationAmt |
|---|---|---|---|---|---|
| HEITMAN AMERICAN REAL ESTATE TRUST LP | |||||
| 191 NORTH WACKER DRIVE | CHICAGO | IL | 60606 | 0 | $90,905 |
| BKD LLP | |||||
| 312 WALNUT STREET SUITE 3000 | CINCINNATI | OH | 45202 | 0 | $61,205 |
| KATZ TELLER BRANT & HILD | |||||
| 255 E 5TH STREET STE 2400 | CINCINNATI | OH | 45202 | 0 | $87,621 |
Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | STRATEGIC PLANNING AND FINANCIAL REVIEW ASSISTANCE TO JEWISH CONGREGATIONS | Description1Txt |
| Expenses1 | $40,600 | Expenses1Amt |
| Description2 | A WORKING GROUP LED BY A CONSULTANT THAT IS CHARTING THE PATH OF SERVICES TO ADDRESS THE NEEDS OF THE JEWISH COMMUNITY'S SENIOR POPULATION | Description2Txt |
| Expenses2 | $22,275 | Expenses2Amt |
| Description3 | ASSESSMENT OF THE STATUS OF BUILDINGS OWNED BY AGENCIES IN THE JEWISH COMMUNITY AND RECOMMENDATIONS TO PLAN FOR MAINTENANCE/REPLACEMENT/RENOVATION OF THE BUILDINGS | Description3Txt |
| Expenses3 | $21,239 | Expenses3Amt |
| Description4 | 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 | Description4Txt |
| Expenses4 | $15,675 | 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 | $262,508,716 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $569,579 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $15,924,114 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $279,002,409 | TotalFMVOfUnusedAssetsAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $279,002,409 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $4,185,036 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $274,817,373 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $13,740,869 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $13,740,869 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $60,371 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $60,371 | TotalTaxAmt |
| Distributable Before Adj | $13,680,498 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $13,680,498 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $13,680,498 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $11,854,943 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Charitable Assets Acquis Paid | $2,026,794 | CharitableAssetsAcquisPaidAmt |
| Set Aside Suitability Test | $0 | SetAsideSuitabilityTestAmt |
| Set Aside Cash Distri Test | $0 | SetAsideCashDistriTestAmt |
| Qualifying Distributions | $13,881,737 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $60,371 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $13,821,366 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $13,680,498 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $12,390,278 | UndistributedIncomePYAmt |
| Prior Year1 | 2012 | PriorYear1Yr |
| Prior Year2 | 2011 | PriorYear2Yr |
| Prior Year3 | 2010 | PriorYear3Yr |
| Excess Distribution Cyov Yr1 | $0 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $13,881,737 | QualifyingDistributionsAmt |
| Applied To Year1 | $12,390,278 | AppliedToYear1Amt |
| Applied To Current Year | $1,491,459 | 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 | $12,189,039 | 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 | 4555 LAKE FOREST DRIVE SUITE 645 | AddressLine1Txt |
| City | BLUE ASH | CityNm |
| State Abbreviation | OH | StateAbbreviationCd |
| ZIP | 45242 | 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, 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 (23 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 | SCHOLARSHIPS | $40,000 | |
| CEDAR VILLAGE FOUNDATION | ||||||||
| 5467 CEDAR VILLAGE DRIVE | MASON | OH | 45040 | NONE | PC | AQUATIC THERAPY CENTER, REHABILITATION RENOVATION AND COMMUNITY PARTNERSHIPS | $409,500 | |
| CENTER FOR HOLOCAUST AND HUMANITIES EDUCATION | ||||||||
| 8401 MONTGOMERY ROAD | CINCINNATI | OH | 45236 | NONE | PC | HOLOCAUST MEMORIAL EDUCATION AND 70TH ANNIVERSARY OF AUSCHWITZ EXHIBITION | $118,400 | |
| CINCINNATI HEBREW DAY SCHOOL | ||||||||
| 2222 LOSANTIVILLE AVENUE | CINCINNATI | OH | 45237 | NONE | PC | CAPACITY BUILDING, MATCHING, AND OPERATING SUPPORT | $990,000 | |
| CINCINNATI USA REGIONAL CHAMBER FOUNDATION | ||||||||
| 3 EAST 4TH STREET | CINCINNATI | OH | 45202 | NONE | PC | REDI - CINCINNATI/ISRAEL ECONOMIC DEVELOPMENT PARTNERSHIP | $79,369 | |
| HEBREW UNION COLLEGE-JEWISH INSTITUTE OF RELIGION | ||||||||
| 1301 CLIFTON AVENUE | CINCINNATI | OH | 45220 | NONE | PC | JEWISH FOUNDATION RABBINIC FELLOWS PROGRAM AND OFFICE OF RECRUITMENT/COMMUNITY ENGAGEMENT | $1,000,000 | |
| JEWISH FEDERATION OF CINCINNATI | ||||||||
| 8499 RIDGE ROAD | CINCINNATI | OH | 45236 | NONE | PC | "Stop the Sirens" Campaign | $10,000 | |
| JEWISH FEDERATION OF CINCINNATI | ||||||||
| 8499 RIDGE ROAD | CINCINNATI | OH | 45236 | NONE | PC | "STRENGTHING INDIVIDUAL GIVING" FUNDRAISING CAPACITY BUILDING INITIATIVE | $625,000 | |
| JEWISH FEDERATION OF CINCINNATI | ||||||||
| 8499 RIDGE ROAD | CINCINNATI | OH | 45236 | NONE | PC | SAFE CINCINNATI COMMUNITY SECURITY INITIATIVE | $175,000 | |
| XAVIER UNIVERSITY | ||||||||
| 3800 VICTORY PKWY | CINCINNATI | OH | 45207 | NONE | PC | "NICKY'S CHILDREN" PROGRAM | $5,000 | |
| JEWISH DISCOVERY CENTER OF OHIO INC | ||||||||
| DBA CHAI TOTS EARLY CHILDHOOD CENTE | MASON | OH | 45040 | NONE | PC | SCHOLARSHIPS AND CAPITAL, OPERATING, AND MARKETING SUPPORT | $15,000 | 7587 CENTRAL PARKE BLVD |
| CHILDREN'S HOSPITAL MEDICAL CENTER | ||||||||
| 3333 BURNET AVENUE | CINCINNATI | OH | 45229 | NONE | PC | ISRAEL FELLOWS COMMUNITY ENGAGEMENT PROGRAM | $27,352 | |
| CINCINNATI OPERA ASSOCIATION | ||||||||
| 1243 ELM STREET | CINCINNATI | OH | 45202 | NONE | PC | "MORNING STAR" PREMIERE | $50,000 | |
| HILLEL THE FOUNDATION FOR JEWISH CAMPUS LIFE | ||||||||
| 2615 CLIFTON AVENUE | CINCINNATI | OH | 45220 | NONE | PC | "CAREERS CINCINNATI" AND CINCI CONNEXT INITIATIVES | $47,500 | |
| JEWISH FAMILY SERVICES | ||||||||
| 8487 RIDGE ROAD | CINCINNATI | OH | 45236 | NONE | PC | BARBASH FAMILY VITAL SUPPORT CENTER OPERATING SUPPORT AND SENIOR SERVICES PROJECT MANAGER | $296,250 | |
| MERCY HEALTH FOUNDATION | ||||||||
| 4600 MCAULEY PLACE | CINCINNATI | OH | 45242 | NONE | PC | JEWISH HOSPITAL MODERNIZATION AND GRADUATE MEDICAL EDUCATION | $3,000,000 | |
| JVS CAREER SERVICES | ||||||||
| 10945 REED HARTMAN HWY | BLUE ASH | OH | 45242 | NONE | PC | JOBS AND CAREERS INITIATIVE | $256,414 | SUITE 302 |
| ROCKWERN ACADEMY | ||||||||
| 8401 MONTGOMERY ROAD | CINCINNATI | OH | 45236 | NONE | PC | TUITION GRANTS, MATCHING & OPERATIONS SUPPORT | $1,998,000 | |
| COMMUNITY CONGREGATIONS | ||||||||
| 4555 LAKE FOREST DRIVE | CINCINNATI | OH | 45242 | NONE | PC | EDUCATIONAL PROGRAMMING | $198,300 | SUITE 645 |
| COMMUNITY CONGREGATIONS | ||||||||
| 4555 LAKE FOREST DRIVE | CINCINNATI | OH | 45242 | NONE | PC | CONGREGATIONAL EXCELLENCE, ENGAGEMENT, AND SUSTAINABILITY | $719,788 | SUITE 645 |
| 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 | $87,750 | |
| UNION OF REFORM JUDAISM | ||||||||
| 633 THIRD AVENUE | NEW YORK | NY | 10017 | NONE | PC | REGIONAL COORDINATOR FOR NFTY AND YOUTH CONGREGATIONAL OUTREACH | $17,446 | |
| A BLESSING ONE TO ANOTHER INC | ||||||||
| 3800 VICTORY PARKWAY | CINCINNATI | OH | 45207 | NONE | PC | EXHIBITION OF POPE JOHN PAUL II AND THE JEWISH COMMUNITY AT THE VATICAN | $100,000 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $10,266,069 | TotalGrantOrContriPdDurYrAmt |
Grant Or Contri Apprv For Fut GrantOrContriApprvForFutGrp (21 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|---|
| CEDAR VILLAGE FOUNDATION | ||||||||
| 5467 CEDAR VILLAGE DRIVE | MASON | OH | 45040 | NONE | PC | AQUATIC THERAPY CENTER, REHABILITATION RENOVATION AND COMMUNITY PARTNERSHIPS | $400,001 | |
| 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 | $80,900 | |
| 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; MOVING KLUTZNICK COLLECTION | $2,355,294 | |
| JEWISH FAMILY SERVICES | ||||||||
| 8487 RIDGE ROAD | CINCINNATI | OH | 45236 | NONE | PC | BARBASH FAMILY VITAL SUPPORT CENTER OPERATING SUPPORT AND SENIOR SERVICES PROJECT MANAGER | $1,410,750 | |
| JEWISH FEDERATION OF CINCINNATI | ||||||||
| 8499 RIDGE ROAD | CINCINNATI | OH | 45236 | NONE | PC | 'STRENGTHENING INDIVIDUAL GIVING' FUNDRAISING CAPACITY BUILDING INITIATIVE | $645,500 | |
| JEWISH FEDERATION OF CINCINNATI | ||||||||
| 8499 RIDGE ROAD | CINCINNATI | OH | 45236 | NONE | PC | SAFE CINCINNATI COMMUNITY SECURITY INITIATIVE | $200,000 | |
| CENTER FOR HOLOCAUST & HUMANITIES EDUCATION | ||||||||
| 8401 MONTGOMERY ROAD | CINCINNATI | OH | 45236 | NONE | PC | HOLOCAUST MEMORIAL EDUCATION AND 70TH ANNIVERSARY OF AUSCHWITZ EXHIBITION | $38,400 | |
| ROCKWERN ACADEMY | ||||||||
| 8401 MONTGOMERY ROAD | CINCINNATI | OH | 45236 | NONE | PC | TUITION GRANTS, MATCHING & OPERATIONS SUPPORT | $2,387,136 | |
| COMMUNITY CONGREGATIONS | ||||||||
| 4555 LAKE FOREST DRIVE | CINCINNATI | OH | 45242 | NONE | PC | EDUCATIONAL PROGRAMMING | $1,649,500 | SUITE 645 |
| COMMUNITY CONGREGATIONS | ||||||||
| 4555 LAKE FOREST DRIVE | CINCINNATI | OH | 45242 | NONE | PC | CONGREGATIONAL EXCELLENCE, ENGAGEMENT AND SUSTAINABILITY | $1,409,500 | SUITE 645 |
| XAVIER UNIVERSITY | ||||||||
| 3800 VICTORY PARKWAY | CINCINNATI | OH | 45207 | NONE | PC | PHILOSOPHY, POLITICS & THE PUBLIC HONORS PROGRAM STUDENT EXPERIENCE IN ISRAEL | $30,750 | |
| JEWISH COMMUNITY CENTER OF CINCINNATI | ||||||||
| 8485 RIDGE ROAD | CINCINNATI | OH | 45236 | NONE | PC | CORE PROGRAMMING, TRANSPORTATION PILOT PROGRAM, GROWTH INITIATIVES, AND STRATEGIC PLANNING | $650,792 | |
| JEWISH DISCOVERY CENTER OF OHIO INC | ||||||||
| DBA CHAI TOTS EARLY CHILDHOOD CENTE | MASON | OH | 45040 | NONE | PC | SCHOLARSHIPS AND CAPITAL, OPERATING, AND MARKETING SUPPORT | $135,000 | 7587 CENTRAL PARKE BLVD |
| CHILDREN'S HOSPITAL MEDICAL CENTER | ||||||||
| 3333 BURNET AVENUE | CINCINNATI | OH | 45229 | NONE | PC | ISRAEL FELLOWS COMMUNITY ENGAGEMENT PROGRAM | $123,632 | |
| HILLEL THE FOUNDATION FOR JEWISH CAMPUS LIFE | ||||||||
| 2615 CLIFTON AVENUE | CINCINNATI | OH | 45220 | NONE | PC | "CAREERS CINCINNATI" INITIATIVE AND CINCI CONNECT | $95,000 | |
| MERCY HEALTH FOUNDATION | ||||||||
| 4600 MCAULEY PLACE | CINCINNATI | OH | 45242 | NONE | PC | JEWISH HOSPITAL MODERNIZATION AND GRADUATE MEDICAL EDUCATION | $13,000,000 | |
| JVS CAREER SERVICES | ||||||||
| 10945 REED HARTMAN HWY | BLUE ASH | OH | 45242 | NONE | PC | JOBS AND CAREER INITIATIVE | $430,828 | STE 302 |
| 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 | |
| UNION OF REFORM JUDAISM | ||||||||
| 633 THIRD AVENUE | NEW YORK | NY | 10017 | NONE | PC | REGIONAL COORDINATOR FOR NFTY AND YOUTH CONGREGATIONAL OUTREACH | $89,859 | |
| COMMUNITY CONGREGATIONS | ||||||||
| 4555 LAKE FOREST DRIVE | CINCINNATI | OH | 45242 | NONE | PC | CONGREGATIONAL COMMUNITY MISSION TRIP TO ISRAEL | $800,000 | SUITE 645 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Apprv Fut | $27,611,625 | 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 | $5,986,644 | 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 | $17,559 | 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 | $370,754 | 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 |
|---|---|---|
| FICA REFUND | 01 | $5,675,300 |
| MISCELLANEOUS | 01 | $13,000 |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $12,063,257 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $12,063,257 | 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 | $41,307 | Amt |
| Net Investment Income | $24,784 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $16,523 | DisbursementsCharitablePrpsAmt |
Contractor Compensation Expln ContractorCompensationExpln
Contractor Comp Expln ContractorCompExplnGrp (3 entries)
| ExplanationExplanationTxt |
|---|
| HEITMAN AMERICAN REAL ESTATE TRUST |
| REAL ESTATE INVESTMENT SERVICES |
| BKD LLP |
| TAX AND ACCOUNTING SERVICES |
| KATZ TELLER BRANT HILD |
| LEGAL SERVICES |
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 (3 entries)
| BondBondNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| VANGUARD - BOND MKT INDEX 222 | $8,072,276 | $8,198,522 |
| JP MORGAN CORE BOND | $24,590,765 | $24,344,752 |
| PNC INVESTMENT | $10,881,398 | $10,789,592 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (5 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| VANGUARD - FTSE ALL WORLD | $13,557,580 | $15,334,111 |
| VANGUARD - STK MKT IND 855 | $57,142,531 | $93,456,213 |
| VANGUARD - INST. INDEX FUND 94 | $20,481,316 | $33,337,814 |
| VANGUARD - INT'L GROWTH 581 | $12,586,382 | $15,840,590 |
| VANGUARD - INT'L VALUE 46 | $16,185,432 | $18,722,915 |
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 | $6,019,507 | USGovtObligationsEOYFMVAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (5 entries)
| Category Or ItemCategoryOrItemTxt | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| GROSVENOR INT'L PARTNER | $14,500,000 | $18,268,372 |
| AEW CORE PROPERTY | $7,467,890 | $8,777,065 |
| HEITMAN REAL ESTATE TRUST | $7,190,726 | $8,998,821 |
| CINCYTECH FUND III LLC | $100,000 | $92,482 |
| CINTRIFUSE EARLY STAGE CAPITAL | $152,698 | $167,315 |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL FEES | CategoryTxt |
| Legal Fees | $109,697 | LegalFeesAmt |
| Net Investment Income | $1,156 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $90,509 | DisbursementsCharitablePrpsAmt |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp (2 entries)
| DescDesc | BOY Book ValueBOYBookValueAmt | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| DEPOSITS | $0 | $8,619 | $8,619 |
| DUE FROM THE JEWISH FOUNDATION | $293,132 | $202,641 | $202,641 |
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 | $11,223 | $0 | $0 | $11,588 |
| INSURANCE | $23,062 | $876 | $0 | $22,186 |
| PROGRAMMING | $175,142 | $0 | $0 | $161,192 |
| HOSPITAL SALE CONTINGENCIES | $608,889 | $0 | $0 | $620,905 |
| OTHER ADMINISTRATIVE EXPENSES | $34,883 | $21,384 | $0 | $13,041 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt |
|---|---|---|---|
| OTHER INCOME: FICA REFUND | $5,675,300 | $0 | $0 |
| OTHER INCOME: MISCELLANEOUS | $13,000 | $0 | $0 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | ROUNDING | Desc |
| Amt | $3 | Amt |
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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | CONSULTING FEES | CategoryTxt |
| Amt | $262,064 | Amt |
| Net Investment Income | $253,608 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $10,256 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | TAXES | CategoryTxt |
| Amt | $65,200 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |