2016-05-16T14:53:04-05:00 2015-06-30 BKD LLP 312 WALNUT STREET SUITE 3000 CINCINNATI OH 45202 990PF 2014-07-01 310536670 JHSI INC % BETH MCKINNEY JHSI 5132141200 4555 LAKE FOREST DRIVE SUITE 645 BLUE ASH OH 45242 BETH GUTTMAN PRESIDENT 5132141200 2016-05-03 true Aaron Hershberger P00961884 5136218300 2014 2016-08-17 19:52:53Z X 280576483 X 0 5986644 5986644 17559 17559 370754 36798684 370754 5688300 0 0 12063257 6374957 0 209560 6287 203273 230750 13600 217150 116071 5755 110316 109697 1156 0 90509 41307 24784 0 16523 262064 253608 0 10256 65200 0 0 0 84836 8059 48333 1835 0 44979 60740 335 0 60909 5696 211 0 6047 853199 22260 0 828912 2087453 337890 0 1588874 10266069 10266069 12353522 337890 0 11854943 -290265 6037067 0 484380 313542 313542 7075892 2017316 2017316 2675300 0 2675300 2675300 242049 5311277 242049 242049 5066 21164 21164 4740357 6240985 6019507 117043246 119953241 176691643 42375699 43544439 43332866 28590413 29411314 36304055 12890005 142224 11213568 12747781 12747781 293132 211260 211260 217133030 217378391 280576483 934901 1470524 934901 1470524 X 216198129 215907867 216198129 215907867 217133030 217378391 216198129 -290265 3 215907867 215907867 PUBLICLY TRADED SECURITIES 36473684 36007506 466178 466178 REAL PROPERTY 325000 420424 -95424 -95424 370754 false 11829585 259028314 0.045669 10708520 231579584 0.046241 11367153 217055652 0.05237 48881 228531832 0.000214 0.144494 0.036124 274817373 9927503 60371 9987874 13881737 X 60371 60371 60371 69211 69211 8840 8840 false false false false true false false true true OH false false false false false true WWW.THEJEWISHFOUNDATION.ORG BETH MCKINNEY 5132141204 4555 LAKE FOREST DRIVE BLUE ASH OH 45242 false false false false true false false false false false false false false false false false false false false false false 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 209560 40739 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 ERIC DAUER 4555 LAKE FOREST DRIVE BLUE ASH OH 45242 DIRECTOR OF OPS 30.0 86250 12075 0 BETH MCKINNEY 4555 LAKE FOREST DRIVE BLUE ASH OH 45242 DIRECTOR OF FINANCE 24.0 68000 16142 0 HEITMAN AMERICAN REAL ESTATE TRUST LP 191 NORTH WACKER DRIVE CHICAGO IL 60606 0 90905 BKD LLP 312 WALNUT STREET SUITE 3000 CINCINNATI OH 45202 0 61205 KATZ TELLER BRANT & HILD 255 E 5TH STREET STE 2400 CINCINNATI OH 45202 0 87621 STRATEGIC PLANNING AND FINANCIAL REVIEW ASSISTANCE TO JEWISH CONGREGATIONS 40600 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 22275 ASSESSMENT OF THE STATUS OF BUILDINGS OWNED BY AGENCIES IN THE JEWISH COMMUNITY AND RECOMMENDATIONS TO PLAN FOR MAINTENANCE/REPLACEMENT/RENOVATION OF THE BUILDINGS 21239 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 15675 262508716 569579 15924114 279002409 0 279002409 4185036 274817373 13740869 13740869 60371 60371 13680498 13680498 13680498 11854943 0 2026794 0 0 13881737 60371 13821366 13680498 12390278 2012 2011 2010 0 0 13881737 12390278 1491459 0 0 0 0 12189039 0 0 NONE NONE BRIAN JAFFEE 4555 LAKE FOREST DRIVE SUITE 645 BLUE ASH OH 45242 5132141200 DESCRIPTION OF ORGANIZATION, MISSION STATEMENT, PROOF OF TAX EXEMPTION, STATEMENT CONCERNING PURPOSE AND USE OF GRANT. NONE CHARITABLE ORGANIZATIONS CAMP LIVINGSTON 8485 RIDGE ROAD CINCINNATI OH 45236 NONE PC SCHOLARSHIPS 40000 CEDAR VILLAGE FOUNDATION 5467 CEDAR VILLAGE DRIVE MASON OH 45040 NONE PC AQUATIC THERAPY CENTER, REHABILITATION RENOVATION AND COMMUNITY PARTNERSHIPS 409500 CENTER FOR HOLOCAUST AND HUMANITIES EDUCATION 8401 MONTGOMERY ROAD CINCINNATI OH 45236 NONE PC HOLOCAUST MEMORIAL EDUCATION AND 70TH ANNIVERSARY OF AUSCHWITZ EXHIBITION 118400 CINCINNATI HEBREW DAY SCHOOL 2222 LOSANTIVILLE AVENUE CINCINNATI OH 45237 NONE PC CAPACITY BUILDING, MATCHING, AND OPERATING SUPPORT 990000 CINCINNATI USA REGIONAL CHAMBER FOUNDATION 3 EAST 4TH STREET CINCINNATI OH 45202 NONE PC REDI - CINCINNATI/ISRAEL ECONOMIC DEVELOPMENT PARTNERSHIP 79369 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 1000000 JEWISH FEDERATION OF CINCINNATI 8499 RIDGE ROAD CINCINNATI OH 45236 NONE PC "Stop the Sirens" Campaign 10000 JEWISH FEDERATION OF CINCINNATI 8499 RIDGE ROAD CINCINNATI OH 45236 NONE PC "STRENGTHING INDIVIDUAL GIVING" FUNDRAISING CAPACITY BUILDING INITIATIVE 625000 JEWISH FEDERATION OF CINCINNATI 8499 RIDGE ROAD CINCINNATI OH 45236 NONE PC SAFE CINCINNATI COMMUNITY SECURITY INITIATIVE 175000 XAVIER UNIVERSITY 3800 VICTORY PKWY CINCINNATI OH 45207 NONE PC "NICKY'S CHILDREN" PROGRAM 5000 JEWISH DISCOVERY CENTER OF OHIO INC DBA CHAI TOTS EARLY CHILDHOOD CENTE 7587 CENTRAL PARKE BLVD MASON OH 45040 NONE PC SCHOLARSHIPS AND CAPITAL, OPERATING, AND MARKETING SUPPORT 15000 CHILDREN'S HOSPITAL MEDICAL CENTER 3333 BURNET AVENUE CINCINNATI OH 45229 NONE PC ISRAEL FELLOWS COMMUNITY ENGAGEMENT PROGRAM 27352 CINCINNATI OPERA ASSOCIATION 1243 ELM STREET CINCINNATI OH 45202 NONE PC "MORNING STAR" PREMIERE 50000 HILLEL THE FOUNDATION FOR JEWISH CAMPUS LIFE 2615 CLIFTON AVENUE CINCINNATI OH 45220 NONE PC "CAREERS CINCINNATI" AND CINCI CONNEXT INITIATIVES 47500 JEWISH FAMILY SERVICES 8487 RIDGE ROAD CINCINNATI OH 45236 NONE PC BARBASH FAMILY VITAL SUPPORT CENTER OPERATING SUPPORT AND SENIOR SERVICES PROJECT MANAGER 296250 MERCY HEALTH FOUNDATION 4600 MCAULEY PLACE CINCINNATI OH 45242 NONE PC JEWISH HOSPITAL MODERNIZATION AND GRADUATE MEDICAL EDUCATION 3000000 JVS CAREER SERVICES 10945 REED HARTMAN HWY SUITE 302 BLUE ASH OH 45242 NONE PC JOBS AND CAREERS INITIATIVE 256414 ROCKWERN ACADEMY 8401 MONTGOMERY ROAD CINCINNATI OH 45236 NONE PC TUITION GRANTS, MATCHING & OPERATIONS SUPPORT 1998000 COMMUNITY CONGREGATIONS 4555 LAKE FOREST DRIVE SUITE 645 CINCINNATI OH 45242 NONE PC EDUCATIONAL PROGRAMMING 198300 COMMUNITY CONGREGATIONS 4555 LAKE FOREST DRIVE SUITE 645 CINCINNATI OH 45242 NONE PC CONGREGATIONAL EXCELLENCE, ENGAGEMENT, AND SUSTAINABILITY 719788 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 87750 UNION OF REFORM JUDAISM 633 THIRD AVENUE NEW YORK NY 10017 NONE PC REGIONAL COORDINATOR FOR NFTY AND YOUTH CONGREGATIONAL OUTREACH 17446 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 100000 10266069 CEDAR VILLAGE FOUNDATION 5467 CEDAR VILLAGE DRIVE MASON OH 45040 NONE PC AQUATIC THERAPY CENTER, REHABILITATION RENOVATION AND COMMUNITY PARTNERSHIPS 400001 CINCINNATI HEBREW DAY SCHOOL 2222 LOSANTIVILLE AVENUE CINCINNATI OH 45237 NONE PC CAPACITY BUILDING, MATCHING AND OPERATING SUPPORT 1649533 CINCINNATI USA REGIONAL CHAMBER FOUNDATION 3 EAST 4TH STREET CINCINNATI OH 45202 NONE PC REDI - CINCINNATI/ISRAEL ECONOMIC DEVELOPMENT PARTNERSHIP 80900 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 2355294 JEWISH FAMILY SERVICES 8487 RIDGE ROAD CINCINNATI OH 45236 NONE PC BARBASH FAMILY VITAL SUPPORT CENTER OPERATING SUPPORT AND SENIOR SERVICES PROJECT MANAGER 1410750 JEWISH FEDERATION OF CINCINNATI 8499 RIDGE ROAD CINCINNATI OH 45236 NONE PC 'STRENGTHENING INDIVIDUAL GIVING' FUNDRAISING CAPACITY BUILDING INITIATIVE 645500 JEWISH FEDERATION OF CINCINNATI 8499 RIDGE ROAD CINCINNATI OH 45236 NONE PC SAFE CINCINNATI COMMUNITY SECURITY INITIATIVE 200000 CENTER FOR HOLOCAUST & HUMANITIES EDUCATION 8401 MONTGOMERY ROAD CINCINNATI OH 45236 NONE PC HOLOCAUST MEMORIAL EDUCATION AND 70TH ANNIVERSARY OF AUSCHWITZ EXHIBITION 38400 ROCKWERN ACADEMY 8401 MONTGOMERY ROAD CINCINNATI OH 45236 NONE PC TUITION GRANTS, MATCHING & OPERATIONS SUPPORT 2387136 COMMUNITY CONGREGATIONS 4555 LAKE FOREST DRIVE SUITE 645 CINCINNATI OH 45242 NONE PC EDUCATIONAL PROGRAMMING 1649500 COMMUNITY CONGREGATIONS 4555 LAKE FOREST DRIVE SUITE 645 CINCINNATI OH 45242 NONE PC CONGREGATIONAL EXCELLENCE, ENGAGEMENT AND SUSTAINABILITY 1409500 XAVIER UNIVERSITY 3800 VICTORY PARKWAY CINCINNATI OH 45207 NONE PC PHILOSOPHY, POLITICS & THE PUBLIC HONORS PROGRAM STUDENT EXPERIENCE IN ISRAEL 30750 JEWISH COMMUNITY CENTER OF CINCINNATI 8485 RIDGE ROAD CINCINNATI OH 45236 NONE PC CORE PROGRAMMING, TRANSPORTATION PILOT PROGRAM, GROWTH INITIATIVES, AND STRATEGIC PLANNING 650792 JEWISH DISCOVERY CENTER OF OHIO INC DBA CHAI TOTS EARLY CHILDHOOD CENTE 7587 CENTRAL PARKE BLVD MASON OH 45040 NONE PC SCHOLARSHIPS AND CAPITAL, OPERATING, AND MARKETING SUPPORT 135000 CHILDREN'S HOSPITAL MEDICAL CENTER 3333 BURNET AVENUE CINCINNATI OH 45229 NONE PC ISRAEL FELLOWS COMMUNITY ENGAGEMENT PROGRAM 123632 HILLEL THE FOUNDATION FOR JEWISH CAMPUS LIFE 2615 CLIFTON AVENUE CINCINNATI OH 45220 NONE PC "CAREERS CINCINNATI" INITIATIVE AND CINCI CONNECT 95000 MERCY HEALTH FOUNDATION 4600 MCAULEY PLACE CINCINNATI OH 45242 NONE PC JEWISH HOSPITAL MODERNIZATION AND GRADUATE MEDICAL EDUCATION 13000000 JVS CAREER SERVICES 10945 REED HARTMAN HWY STE 302 BLUE ASH OH 45242 NONE PC JOBS AND CAREER INITIATIVE 430828 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 29250 UNION OF REFORM JUDAISM 633 THIRD AVENUE NEW YORK NY 10017 NONE PC REGIONAL COORDINATOR FOR NFTY AND YOUTH CONGREGATIONAL OUTREACH 89859 COMMUNITY CONGREGATIONS 4555 LAKE FOREST DRIVE SUITE 645 CINCINNATI OH 45242 NONE PC CONGREGATIONAL COMMUNITY MISSION TRIP TO ISRAEL 800000 27611625 14 5986644 16 17559 18 370754 FICA REFUND 01 5675300 MISCELLANEOUS 01 13000 12063257 12063257 false false false false false false false false false false CONSULTANT FEES 41307 24784 0 16523 HEITMAN AMERICAN REAL ESTATE TRUST REAL ESTATE INVESTMENT SERVICES BKD LLP TAX AND ACCOUNTING SERVICES KATZ TELLER BRANT HILD LEGAL SERVICES 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. VANGUARD - BOND MKT INDEX 222 8072276 8198522 JP MORGAN CORE BOND 24590765 24344752 PNC INVESTMENT 10881398 10789592 VANGUARD - FTSE ALL WORLD 13557580 15334111 VANGUARD - STK MKT IND 855 57142531 93456213 VANGUARD - INST. INDEX FUND 94 20481316 33337814 VANGUARD - INT'L GROWTH 581 12586382 15840590 VANGUARD - INT'L VALUE 46 16185432 18722915 6240985 6019507 GROSVENOR INT'L PARTNER 14500000 18268372 AEW CORE PROPERTY 7467890 8777065 HEITMAN REAL ESTATE TRUST 7190726 8998821 CINCYTECH FUND III LLC 100000 92482 CINTRIFUSE EARLY STAGE CAPITAL 152698 167315 LEGAL FEES 109697 1156 0 90509 DEPOSITS 0 8619 8619 DUE FROM THE JEWISH FOUNDATION 293132 202641 202641 PUBLIC RELATIONS & ADVERTISING 11223 0 0 11588 INSURANCE 23062 876 0 22186 PROGRAMMING 175142 0 0 161192 HOSPITAL SALE CONTINGENCIES 608889 0 0 620905 OTHER ADMINISTRATIVE EXPENSES 34883 21384 0 13041 OTHER INCOME: FICA REFUND 5675300 0 0 OTHER INCOME: MISCELLANEOUS 13000 0 0 ROUNDING 3 DUE TO THE JEWISH FOUNDATION O CONSULTING FEES 262064 253608 0 10256 TAXES 65200 0 0 0