2015-05-12T11:10:20-05:00 2014-06-30 BKD LLP 312 WALNUT STREET SUITE 3000 CINCINNATI OH 45202 990PF 2013-07-01 310536670 JHSI INC % BETH MCKINNEY JHSI 5132141200 4555 LAKE FOREST DRIVE SUITE 645 Suite BLUE ASH OH 45242 BETH GUTTMAN PRESIDENT 5132141200 2015-04-29 true Aaron Hershberger P00961884 5132141200 2013 2016-02-25 16:41:14Z X 276529781 X 0 5941114 5941114 30829 30829 1452354 8019150 1452354 440196 0 0 7864493 7424297 0 151500 7575 136350 186673 11850 169443 102519 5135 107832 33863 2099 0 7920 50663 28633 0 27215 207413 200118 0 5495 69600 0 0 0 53116 16118 44639 2089 0 41083 37293 295 0 33618 4314 200 0 4127 1068862 39641 0 236648 2010455 313753 0 769731 11059854 11059854 13070309 313753 0 11829585 -5205816 7110544 0 967738 484380 484380 5989663 7075892 7075892 3199 5311277 10164723 5311277 5311277 38198 5066 5066 4627394 4740357 4684594 120260166 117043246 171149591 41131548 42375699 42603809 27916921 28590413 33708472 11373034 159466 11253048 11213568 11213568 24250 293132 293132 222376848 217133030 276529781 972902 934901 972902 934901 X 221403946 216198129 221403946 216198129 222376848 217133030 221403946 -5205816 216198130 1 216198129 PUBLICLY TRADED SECURITIES 8019150 6566796 1452354 1452354 1452354 false 10708520 231579584 0.046241 11367153 217055652 0.05237 48881 228531832 0.000214 0.098825 0.032942 259028314 8532911 71105 8604016 11829585 X 71105 71105 71105 75316 75316 4211 4211 false false false 0 0 0 false false 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 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 151500 39019 0 BRET A CALLER 4555 LAKE FOREST DRIVE BLUE ASH OH 45242 TRUSTEE 7.5 0 0 0 ERIC DAUER 4555 LAKE FOREST DRIVE BLUE ASH OH 45242 DIRECTOR OF OPS 30.0 79950 14313 0 BETH MCKINNEY 4555 LAKE FOREST DRIVE BLUE ASH OH 45242 DIRECTOR OF FINANCE 20.0 55760 12621 0 CALLAN ASSOCIATES 600 MONTGOMERY ST SUITE 800 SAN FRANCISCO CA 94111 0 70000 HEITMAN AMERICAN REAL ESTATE TRUST LP 191 NORTH WACKER DR CHICAGO IL 60606 0 81227 SENIOR SERVICE WORKING GROUP 30022 LOSANTIVILLE SCHOOL BUILDING MAINTENANCE & INSURANCE 46270 EVENT SPONSORSHIPS 21800 246329648 621424 16021836 262972908 0 262972908 3944594 259028314 12951416 12951416 71105 71105 12880311 12880311 12880311 11829585 0 0 0 0 11829585 71105 11758480 12880311 11339552 2011 2010 2009 0 0 11829585 11339552 490033 0 0 0 0 12390278 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 RD CINCINNATI OH 45236 NONE PC CAPITAL NEEDS AND SCHOLARSHIPS 225578 CEDAR VILLAGE FOUNDATION 5467 CEDAR VILLAGE DRIVE MASON OH 45040 NONE SO I SENIOR SERVICES 533333 CINCINNATI HEBREW DAY SCHOOL 2222 LOSANTIVILLE AVENUE CINCINNATI OH 45237 NONE PC CAPITAL NEEDS, STAFF ENHANCEMENT, AND OPERATING SUPPORT 1362664 CINCINNATI USA REGIONAL CHAMBER FOUNDATION 3 E 4TH STREET CINCINNATI OH 45202 NONE PC CINCINNATI/ISRAEL ECONOMIC DEVELOPMENT PARTNERSHIP 114838 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 1000000 JEWISH FAMILY SERVICES 8487 RIDGE ROAD CINCINNATI OH 45236 NONE PC BARBASH FAMILY VITAL SUPPORT CENTER 282444 JEWISH FEDERATION OF CINCINNATI 8499 RIDGE ROAD CINCINNATI OH 45236 NONE PC STRENGTHENING INDIVIDUAL GIVING FUNDRAISING CAPACITY BUILDING INITIATIVE 500000 JEWISH FEDERATION OF CINCINNATI 8499 RIDGE ROAD CINCINNATI OH 45236 NONE PC SAFE CINCINNATI SECURITY INITIATIVE 1225000 MERCY HEALTH FOUNDATION 4600 MCAULEY PLACE SUITE 150 CINCINNATI OH 45242 NONE PC JEWISH HOSPITAL MEDICAL EDUCATION 300000 MAYERSON JCC 8485 RIDGE ROAD CINCINNATI OH 45236 NONE PC OFFICE SPACE RENOVATION & INNOVATION & ENGAGEMENT INITIATIVE 1015218 ROCKWERN ACADEMY 8401 MONTGOMERY RD CINCINNATI OH 45236 NONE PC TUITION GRANTS, MARKETING, IT AND OPERATIONS SUPPORT 1769000 THE WEXNER FOUNDATION 8000 WALTON PARKWAY SUITE 110 NEW ALBANY OH 43054 NONE PF WEXNER HERITAGE LEADERSHIP PROGRAM FOR CINCINNATI 175000 YESHIVAS LUBAVITCH OF CINCINNATI 1863 Section Rd CINCINNATI OH 45237 NONE PC EMERGENCY CAPITAL NEEDS 6779 JEWISH FEDERATION OF CINCINNATI 8499 RIDGE ROAD CINCINNATI OH 45236 NONE PC PHILANTHROPIC FUND 2400000 CAPITAL SQUARE RENOVATION FOUNDATION INC 1 CAPITAL SQUARE COLUMBUS OH 43215 NONE PC OHIO HOLOCAUST MEMORIAL 150000 11059854 HEBREW UNION COLLEGE-JEWISH INSTITUTE OF RELIGION 3101 CLIFTON AVENUE CINCINNATI OH 45220 NONE PC KLUTZNICK COLLECTION 200000 CINCINNATI OPERA 1243 Elm Street CINCINNATI OH 45202 NONE PC "MORNING STAR" PROGRAMMING 50000 CINCINNATI USA REGIONAL CHAMBER FOUNDATION 3 E 4TH STREET CINCINNATI OH 45202 NONE PC CINCINNATI/ISRAEL ECONOMIC DEVELOPMENT PARTNERSHIP 34991 MAYERSON JCC 8485 Ridge Rd CINCINNATI OH 45236 NONE PC INNOVATION & ENGAGEMENT INITIATIVE 958303 CENTER FOR HOLOCAUST & HUMANITY EDUCATION 8401 MONTGOMERY ROAD CINCINNATI OH 45236 NONE PC HOLOCAUST MEMORIAL EDUCATIONAL PROGRAM 76800 VALLEY TEMPLE 145 SPRINGFIELD PIKE CINCINNATI OH 45215 NONE PC EDUCATIONAL PROGRAMS 37900 ROCKDALE TEMPLE 8501 Ridge Road CINCINNATI OH 45236 NONE PC EDUCATIONAL PROGRAMS 41000 1398994 14 5941114 16 30829 18 1452354 SETTLEMENT PROCEEDS 440196 7864493 7864493 false false false false false false false false false false CONSULTANT FEES 50663 28633 0 27215 CALLAN ASSOCIATES CONSULTING SERVICES HEITMAN AMERICAN REAL ESTATE TRUST REAL ESTATE INVESTMENT 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 8069753 8280161 JP MORGAN CORE BOND 23771391 23780677 PNC INVESTMENT 10534555 10542971 VANGUARD - FTSE ALL WORLD 13557580 16489135 VANGUARD - STK MKT IND 855 57142530 88829137 VANGUARD - INST. INDEX FUND 94 21071322 32703341 VANGUARD - INT'L GROWTH 581 12586382 16469185 VANGUARD - INT'L VALUE 46 12685432 16658793 4740357 4684594 GROSVENOR INT'L PARTNER 14500000 17795936 AEW CORE PROPERTY 7122663 7836832 HEITMAN REAL ESTATE TRUST 6917750 8025704 CINCYTECH FUND III LLC 50000 50000 LEGAL FEES 33863 2099 0 7920 DEPOSITS 1000 0 0 DUE FROM THE JEWISH FOUNDATION 23250 293132 293132 ROUNDING 1 PUBLIC RELATIONS & ADVERTISING 7709 0 0 12485 INSURANCE 22862 1068 0 20981 PROGRAMMING 90693 0 0 98213 HOSPITAL SALE CONTINGENCIES 897064 0 0 94965 OTHER ADMINISTRATIVE EXPENSES 50534 38573 0 10004 OTHER INCOME: SETTLEMENT PROCEEDS 440196 0 0 CONSULTING FEES 207413 200118 0 5495 TAXES 69600 0 0 0