JHSI INC: Form 990PF, tax year 2013
View the entire original 990 at ProPublica ↗
- Organization
- JHSI INC (EIN 31-0536670)
- Tax period
- 2013-07-01 to 2014-06-30
- Filed
- 2015-05-12
- IRS object ID
- 201501329349101890
- Schema version
- 2013v4.0
- 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 Land Schedule2
- Investments Other Schedule2
- Land Etc Schedule2
- Legal Fees Schedule
- Other Assets Schedule
- Other Decreases Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2015-05-12T11:10:20-05:00 | ReturnTs |
| Tax Period End | 2014-06-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BKD LLP | BusinessNameLine1 |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 312 WALNUT STREET SUITE 3000 | AddressLine1 |
| City | CINCINNATI | City |
| State | OH | State |
| ZIP Code | 45202 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2013-07-01 | 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 | BusinessNameLine1 |
| 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 | AddressLine1 |
| Address Line2 | SUITE 645 Suite | AddressLine2 |
| City | BLUE ASH | City |
| State | OH | State |
| ZIP Code | 45242 | ZIPCode |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | BETH GUTTMAN | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 5132141200 | PhoneNum |
| Signature | 2015-04-29 | 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 | 5132141200 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2013 | TaxYr |
| Build TS | 2016-02-25 16:41:14Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $276,529,781 | 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 | $5,941,114 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $5,941,114 | DividendsNetInvstIncmAmt |
| Gross Rents Rev And Expnss | $30,829 | GrossRentsRevAndExpnssAmt |
| Gross Rents Net Invst Incm | $30,829 | GrossRentsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $1,452,354 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $8,019,150 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $1,452,354 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $440,196 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $0 | OtherIncomeNetInvstIncmAmt |
| Other Income Adj Net Incm | $0 | OtherIncomeAdjNetIncmAmt |
| Total Rev And Expnss | $7,864,493 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $7,424,297 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $0 | TotalAdjNetIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $151,500 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $7,575 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $136,350 | CompOfcrDirTrstDsbrsChrtblAmt |
| Oth Empl Slrs Wgs Rev And Expnss | $186,673 | OthEmplSlrsWgsRevAndExpnssAmt |
| Oth Empl Slrs Wgs Net Invst Incm | $11,850 | OthEmplSlrsWgsNetInvstIncmAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $169,443 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Pension Empl Bnft Rev And Expnss | $102,519 | PensionEmplBnftRevAndExpnssAmt |
| Pension Empl Bnft Net Invst Incm | $5,135 | PensionEmplBnftNetInvstIncmAmt |
| Pension Empl Bnft Dsbrs Chrtbl | $107,832 | PensionEmplBnftDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $33,863 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $2,099 | LegalFeesNetInvstIncmAmt |
| Legal Fees Adj Net Incm | $0 | LegalFeesAdjNetIncmAmt |
| Legal Fees Dsbrs Chrtbl | $7,920 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $50,663 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $28,633 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $0 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $27,215 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $207,413 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $200,118 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Adj Net Incm | $0 | OtherProfFeesAdjNetIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $5,495 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $69,600 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $0 | TaxesNetInvstIncmAmt |
| Taxes Adj Net Incm | $0 | TaxesAdjNetIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Deprec And Dpltn Rev And Expnss | $53,116 | DeprecAndDpltnRevAndExpnssAmt |
| Deprec And Dpltn Net Invst Incm | $16,118 | DeprecAndDpltnNetInvstIncmAmt |
| Occupancy Rev And Expnss | $44,639 | OccupancyRevAndExpnssAmt |
| Occupancy Net Invst Incm | $2,089 | OccupancyNetInvstIncmAmt |
| Occupancy Adj Net Incm | $0 | OccupancyAdjNetIncmAmt |
| Occupancy Dsbrs Chrtbl | $41,083 | OccupancyDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $37,293 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Net Invst Incm | $295 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Adj Net Incm | $0 | TravConfMeetingAdjNetIncmAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $33,618 | TravConfMeetingDsbrsChrtblAmt |
| Printing And Pub Rev And Expnss | $4,314 | PrintingAndPubRevAndExpnssAmt |
| Printing And Pub Net Invst Incm | $200 | PrintingAndPubNetInvstIncmAmt |
| Printing And Pub Adj Net Incm | $0 | PrintingAndPubAdjNetIncmAmt |
| Printing And Pub Dsbrs Chrtbl | $4,127 | PrintingAndPubDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $1,068,862 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $39,641 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Adj Net Incm | $0 | OtherExpensesAdjNetIncmAmt |
| Other Expenses Dsbrs Chrtbl | $236,648 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $2,010,455 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $313,753 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $769,731 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $11,059,854 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $11,059,854 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $13,070,309 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $313,753 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $11,829,585 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$5,205,816 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $7,110,544 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $967,738 | CashBOYAmt |
| Cash EOY | $484,380 | CashEOYAmt |
| Cash EOYFMV | $484,380 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $5,989,663 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $7,075,892 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $7,075,892 | SavAndTempCashInvstEOYFMVAmt |
| Acct Rcvbl BOY | $3,199 | AcctRcvblBOYAmt |
| Other Nts And Loans Rcvbl | $5,311,277 | OtherNtsAndLoansRcvblAmt |
| Other Nts And Loans Rcvbl BOY | $10,164,723 | OtherNtsAndLoansRcvblBOYAmt |
| Other Nts And Loans Rcvbl EOY | $5,311,277 | OtherNtsAndLoansRcvblEOYAmt |
| Other Nts And Loans Rcvbl EOYFMV | $5,311,277 | OtherNtsAndLoansRcvblEOYFMVAmt |
| Prepaid Expenses BOY | $38,198 | PrepaidExpensesBOYAmt |
| Prepaid Expenses EOY | $5,066 | PrepaidExpensesEOYAmt |
| Prepaid Expenses EOYFMV | $5,066 | PrepaidExpensesEOYFMVAmt |
| US Government Obligations BOY | $4,627,394 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $4,740,357 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $4,684,594 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $120,260,166 | CorporateStockBOYAmt |
| Corporate Stock EOY | $117,043,246 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $171,149,591 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $41,131,548 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $42,375,699 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $42,603,809 | CorporateBondsEOYFMVAmt |
| Other Investments BOY | $27,916,921 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $28,590,413 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $33,708,472 | OtherInvestmentsEOYFMVAmt |
| Land Bldg Equip Cost Or Other Bss | $11,373,034 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $159,466 | LandBldgEquipAccumDeprecAmt |
| Land BOY | $11,253,048 | LandBOYAmt |
| Land EOY | $11,213,568 | LandEOYAmt |
| Land EOYFMV | $11,213,568 | LandEOYFMVAmt |
| Other Assets BOY | $24,250 | OtherAssetsBOYAmt |
| Other Assets EOY | $293,132 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $293,132 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $222,376,848 | TotalAssetsBOYAmt |
| Total Assets EOY | $217,133,030 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $276,529,781 | TotalAssetsEOYFMVAmt |
| Accounts Payable BOY | $972,902 | AccountsPayableBOYAmt |
| Accounts Payable EOY | $934,901 | AccountsPayableEOYAmt |
| Total Liabilities BOY | $972,902 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $934,901 | TotalLiabilitiesEOYAmt |
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
| Unrestricted BOY | $221,403,946 | UnrestrictedBOYAmt |
| Unrestricted EOY | $216,198,129 | UnrestrictedEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $221,403,946 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $216,198,129 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $222,376,848 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $217,133,030 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $221,403,946 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$5,205,816 | ExcessRevenueOverExpensesAmt |
| Subtotal | $216,198,130 | SubtotalAmt |
| Other Decreases | $1 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $216,198,129 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Property | PUBLICLY TRADED SECURITIES | PropertyDesc |
| Gross Sales Price | $8,019,150 | GrossSalesPriceAmt |
| Cost Or Other Basis | $6,566,796 | CostOrOtherBasisAmt |
| Gain Or Loss | $1,452,354 | GainOrLossAmt |
| Gains Minus Excess Or Losses | $1,452,354 | GainsMinusExcessOrLossesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $1,452,354 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $10,708,520 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $231,579,584 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.046241 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $11,367,153 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $217,055,652 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.05237 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $48,881 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $228,531,832 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.000214 | DistributionYr3Rt |
| Total Distribution | 0.098825 | TotalDistributionRt |
| Average Distribution | 0.032942 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $259,028,314 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $8,532,911 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $71,105 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $8,604,016 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $11,829,585 | 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 | $71,105 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $71,105 | SubtotalAmt |
| Tax Based On Investment Income | $71,105 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $75,316 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $75,316 | TotalPaymentsAndCreditsAmt |
| Overpayment | $4,211 | OverpaymentAmt |
| Applied To ES Tax | $4,211 | 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 |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| 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 | BusinessNameLine1 |
| 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 | AddressLine1 |
| City | BLUE ASH | City |
| State | OH | State |
| ZIP Code | 45242 | ZIPCode |
| 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/AddressLine1 | CityUSAddress/City | StateUSAddress/State | ZIP CodeUSAddress/ZIPCode | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| GARY HEIMAN | ||||||||
| 4555 LAKE FOREST DRIVE | BLUE ASH | OH | 45242 | VICE CHAIRPERSON | 7.5 | $0 | $0 | $0 |
| MICHAEL R OESTREICHER | ||||||||
| 4555 LAKE FOREST DRIVE | BLUE ASH | OH | 45242 | PRESIDENT | 11.25 | $0 | $0 | $0 |
| ROBERT KANTER | ||||||||
| 4555 LAKE FOREST DRIVE | BLUE ASH | OH | 45242 | CHAIRPERSON | 7.5 | $0 | $0 | $0 |
| JEFFREY ZIPKIN MD | ||||||||
| 4555 LAKE FOREST DRIVE | BLUE ASH | OH | 45242 | SECRETARY | 7.5 | $0 | $0 | $0 |
| BETH GUTTMAN | ||||||||
| 4555 LAKE FOREST DRIVE | BLUE ASH | OH | 45242 | TRUSTEE | 9.0 | $0 | $0 | $0 |
| J DAVID ROSENBERG | ||||||||
| 4555 LAKE FOREST DRIVE | BLUE ASH | OH | 45242 | TRUSTEE | 7.5 | $0 | $0 | $0 |
| GLORIA HAFFER | ||||||||
| 4555 LAKE FOREST DRIVE | BLUE ASH | OH | 45242 | TREASURER | 7.5 | $0 | $0 | $0 |
| LESLIE NEWMAN | ||||||||
| 4555 LAKE FOREST DRIVE | BLUE ASH | OH | 45242 | TRUSTEE | 7.5 | $0 | $0 | $0 |
| MICHAEL FISHER | ||||||||
| 4555 LAKE FOREST DRIVE | BLUE ASH | OH | 45242 | TRUSTEE | 7.5 | $0 | $0 | $0 |
| ROBERT BRANT | ||||||||
| 4555 LAKE FOREST DRIVE | BLUE ASH | OH | 45242 | TRUSTEE | 7.5 | $0 | $0 | $0 |
| BRIAN JAFFEE | ||||||||
| 4555 LAKE FOREST DRIVE | BLUE ASH | OH | 45242 | executive director | 40.0 | $151,500 | $39,019 | $0 |
| BRET A CALLER | ||||||||
| 4555 LAKE FOREST DRIVE | BLUE ASH | OH | 45242 | TRUSTEE | 7.5 | $0 | $0 | $0 |
Compensation Highest Paid Empl CompensationHighestPaidEmplGrp (2 entries)
| Address Line1USAddress/AddressLine1 | CityUSAddress/City | StateUSAddress/State | ZIP CodeUSAddress/ZIPCode | 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 | $79,950 | $14,313 | $0 |
| BETH MCKINNEY | ||||||||
| 4555 LAKE FOREST DRIVE | BLUE ASH | OH | 45242 | DIRECTOR OF FINANCE | 20.0 | $55,760 | $12,621 | $0 |
Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp (2 entries)
| Address Line1USAddress/AddressLine1 | CityUSAddress/City | StateUSAddress/State | ZIP CodeUSAddress/ZIPCode | Service TypeServiceTypeTxt | CompensationCompensationAmt |
|---|---|---|---|---|---|
| CALLAN ASSOCIATES | |||||
| 600 MONTGOMERY ST SUITE 800 | SAN FRANCISCO | CA | 94111 | 0 | $70,000 |
| HEITMAN AMERICAN REAL ESTATE TRUST LP | |||||
| 191 NORTH WACKER DR | CHICAGO | IL | 60606 | 0 | $81,227 |
Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | SENIOR SERVICE WORKING GROUP | Description1Txt |
| Expenses1 | $30,022 | Expenses1Amt |
| Description2 | LOSANTIVILLE SCHOOL BUILDING MAINTENANCE & INSURANCE | Description2Txt |
| Expenses2 | $46,270 | Expenses2Amt |
| Description3 | EVENT SPONSORSHIPS | Description3Txt |
| Expenses3 | $21,800 | Expenses3Amt |
| 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 | $246,329,648 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $621,424 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $16,021,836 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $262,972,908 | TotalFMVOfUnusedAssetsAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $262,972,908 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $3,944,594 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $259,028,314 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $12,951,416 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $12,951,416 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $71,105 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $71,105 | TotalTaxAmt |
| Distributable Before Adj | $12,880,311 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $12,880,311 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $12,880,311 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $11,829,585 | 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 | $11,829,585 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $71,105 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $11,758,480 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $12,880,311 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $11,339,552 | UndistributedIncomePYAmt |
| Prior Year1 | 2011 | PriorYear1Yr |
| Prior Year2 | 2010 | PriorYear2Yr |
| Prior Year3 | 2009 | PriorYear3Yr |
| Excess Distribution Cyov Yr1 | $0 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $11,829,585 | QualifyingDistributionsAmt |
| Applied To Year1 | $11,339,552 | AppliedToYear1Amt |
| Applied To Current Year | $490,033 | 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 | $12,390,278 | 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 | AddressLine1 |
| City | BLUE ASH | City |
| State | OH | State |
| ZIP Code | 45242 | ZIPCode |
| 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 (15 entries)
| Address Line1RecipientUSAddress/AddressLine1 | CityRecipientUSAddress/City | StateRecipientUSAddress/State | ZIP CodeRecipientUSAddress/ZIPCode | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| CAMP LIVINGSTON | |||||||
| 8485 RIDGE RD | CINCINNATI | OH | 45236 | NONE | PC | CAPITAL NEEDS AND SCHOLARSHIPS | $225,578 |
| CEDAR VILLAGE FOUNDATION | |||||||
| 5467 CEDAR VILLAGE DRIVE | MASON | OH | 45040 | NONE | SO I | SENIOR SERVICES | $533,333 |
| CINCINNATI HEBREW DAY SCHOOL | |||||||
| 2222 LOSANTIVILLE AVENUE | CINCINNATI | OH | 45237 | NONE | PC | CAPITAL NEEDS, STAFF ENHANCEMENT, AND OPERATING SUPPORT | $1,362,664 |
| CINCINNATI USA REGIONAL CHAMBER FOUNDATION | |||||||
| 3 E 4TH STREET | CINCINNATI | OH | 45202 | NONE | PC | CINCINNATI/ISRAEL ECONOMIC DEVELOPMENT PARTNERSHIP | $114,838 |
| 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 | $1,000,000 |
| JEWISH FAMILY SERVICES | |||||||
| 8487 RIDGE ROAD | CINCINNATI | OH | 45236 | NONE | PC | BARBASH FAMILY VITAL SUPPORT CENTER | $282,444 |
| JEWISH FEDERATION OF CINCINNATI | |||||||
| 8499 RIDGE ROAD | CINCINNATI | OH | 45236 | NONE | PC | STRENGTHENING INDIVIDUAL GIVING FUNDRAISING CAPACITY BUILDING INITIATIVE | $500,000 |
| JEWISH FEDERATION OF CINCINNATI | |||||||
| 8499 RIDGE ROAD | CINCINNATI | OH | 45236 | NONE | PC | SAFE CINCINNATI SECURITY INITIATIVE | $1,225,000 |
| MERCY HEALTH FOUNDATION | |||||||
| 4600 MCAULEY PLACE SUITE 150 | CINCINNATI | OH | 45242 | NONE | PC | JEWISH HOSPITAL MEDICAL EDUCATION | $300,000 |
| MAYERSON JCC | |||||||
| 8485 RIDGE ROAD | CINCINNATI | OH | 45236 | NONE | PC | OFFICE SPACE RENOVATION & INNOVATION & ENGAGEMENT INITIATIVE | $1,015,218 |
| ROCKWERN ACADEMY | |||||||
| 8401 MONTGOMERY RD | CINCINNATI | OH | 45236 | NONE | PC | TUITION GRANTS, MARKETING, IT AND OPERATIONS SUPPORT | $1,769,000 |
| THE WEXNER FOUNDATION | |||||||
| 8000 WALTON PARKWAY SUITE 110 | NEW ALBANY | OH | 43054 | NONE | PF | WEXNER HERITAGE LEADERSHIP PROGRAM FOR CINCINNATI | $175,000 |
| YESHIVAS LUBAVITCH OF CINCINNATI | |||||||
| 1863 Section Rd | CINCINNATI | OH | 45237 | NONE | PC | EMERGENCY CAPITAL NEEDS | $6,779 |
| JEWISH FEDERATION OF CINCINNATI | |||||||
| 8499 RIDGE ROAD | CINCINNATI | OH | 45236 | NONE | PC | PHILANTHROPIC FUND | $2,400,000 |
| CAPITAL SQUARE RENOVATION FOUNDATION INC | |||||||
| 1 CAPITAL SQUARE | COLUMBUS | OH | 43215 | NONE | PC | OHIO HOLOCAUST MEMORIAL | $150,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $11,059,854 | TotalGrantOrContriPdDurYrAmt |
Grant Or Contri Apprv For Fut GrantOrContriApprvForFutGrp (7 entries)
| Address Line1RecipientUSAddress/AddressLine1 | CityRecipientUSAddress/City | StateRecipientUSAddress/State | ZIP CodeRecipientUSAddress/ZIPCode | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| HEBREW UNION COLLEGE-JEWISH INSTITUTE OF RELIGION | |||||||
| 3101 CLIFTON AVENUE | CINCINNATI | OH | 45220 | NONE | PC | KLUTZNICK COLLECTION | $200,000 |
| CINCINNATI OPERA | |||||||
| 1243 Elm Street | CINCINNATI | OH | 45202 | NONE | PC | "MORNING STAR" PROGRAMMING | $50,000 |
| CINCINNATI USA REGIONAL CHAMBER FOUNDATION | |||||||
| 3 E 4TH STREET | CINCINNATI | OH | 45202 | NONE | PC | CINCINNATI/ISRAEL ECONOMIC DEVELOPMENT PARTNERSHIP | $34,991 |
| MAYERSON JCC | |||||||
| 8485 Ridge Rd | CINCINNATI | OH | 45236 | NONE | PC | INNOVATION & ENGAGEMENT INITIATIVE | $958,303 |
| CENTER FOR HOLOCAUST & HUMANITY EDUCATION | |||||||
| 8401 MONTGOMERY ROAD | CINCINNATI | OH | 45236 | NONE | PC | HOLOCAUST MEMORIAL EDUCATIONAL PROGRAM | $76,800 |
| VALLEY TEMPLE | |||||||
| 145 SPRINGFIELD PIKE | CINCINNATI | OH | 45215 | NONE | PC | EDUCATIONAL PROGRAMS | $37,900 |
| ROCKDALE TEMPLE | |||||||
| 8501 Ridge Road | CINCINNATI | OH | 45236 | NONE | PC | EDUCATIONAL PROGRAMS | $41,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Apprv Fut | $1,398,994 | 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 | $5,941,114 | 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 | $30,829 | 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 | $1,452,354 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Income Loss From Special Evt | NetIncomeLossFromSpecialEvtGrp | |
| Gross Profit Loss Sls Of Invntry | GrossProfitLossSlsOfInvntryGrp |
Other Revenue Described OtherRevenueDescribedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | SETTLEMENT PROCEEDS | Desc |
| Exclusion | $440,196 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $7,864,493 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $7,864,493 | 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 | $50,663 | Amt |
| Net Investment Income | $28,633 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $27,215 | DisbursementsCharitablePrpsAmt |
Contractor Compensation Expln ContractorCompensationExpln
Contractor Comp Expln ContractorCompExplnGrp (2 entries)
| ExplanationExplanationTxt |
|---|
| CALLAN ASSOCIATES |
| CONSULTING SERVICES |
| HEITMAN AMERICAN REAL ESTATE TRUST |
| REAL ESTATE INVESTMENT 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 | $8,069,753 | $8,280,161 |
| JP MORGAN CORE BOND | $23,771,391 | $23,780,677 |
| PNC INVESTMENT | $10,534,555 | $10,542,971 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (5 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| VANGUARD - FTSE ALL WORLD | $13,557,580 | $16,489,135 |
| VANGUARD - STK MKT IND 855 | $57,142,530 | $88,829,137 |
| VANGUARD - INST. INDEX FUND 94 | $21,071,322 | $32,703,341 |
| VANGUARD - INT'L GROWTH 581 | $12,586,382 | $16,469,185 |
| VANGUARD - INT'L VALUE 46 | $12,685,432 | $16,658,793 |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| US Govt Obligations Book Vl EOY | $4,740,357 | USGovtObligationsBookVlEOYAmt |
| US Govt Obligations EOYFMV | $4,684,594 | USGovtObligationsEOYFMVAmt |
Investments Land Schedule2 InvestmentsLandSchedule2
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (4 entries)
| Category Or ItemCategoryOrItemTxt | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| GROSVENOR INT'L PARTNER | $14,500,000 | $17,795,936 |
| AEW CORE PROPERTY | $7,122,663 | $7,836,832 |
| HEITMAN REAL ESTATE TRUST | $6,917,750 | $8,025,704 |
| CINCYTECH FUND III LLC | $50,000 | $50,000 |
Land Etc Schedule2 LandEtcSchedule2
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL FEES | CategoryTxt |
| Legal Fees | $33,863 | LegalFeesAmt |
| Net Investment Income | $2,099 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $7,920 | DisbursementsCharitablePrpsAmt |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp (2 entries)
| DescDesc | BOY Book ValueBOYBookValueAmt | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| DEPOSITS | $1,000 | $0 | $0 |
| DUE FROM THE JEWISH FOUNDATION | $23,250 | $293,132 | $293,132 |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | ROUNDING | Description |
| Amount | $1 | Amount |
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 | $7,709 | $0 | $0 | $12,485 |
| INSURANCE | $22,862 | $1,068 | $0 | $20,981 |
| PROGRAMMING | $90,693 | $0 | $0 | $98,213 |
| HOSPITAL SALE CONTINGENCIES | $897,064 | $0 | $0 | $94,965 |
| OTHER ADMINISTRATIVE EXPENSES | $50,534 | $38,573 | $0 | $10,004 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | OTHER INCOME: SETTLEMENT PROCEEDS | Desc |
| Revenue And Expenses Per Books | $440,196 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | CONSULTING FEES | CategoryTxt |
| Amt | $207,413 | Amt |
| Net Investment Income | $200,118 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $5,495 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | TAXES | CategoryTxt |
| Amt | $69,600 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |