JHSI INC: Form 990PF, tax year 2012

View the entire original 990 at ProPublica ↗

Organization: JHSI INC (EIN 31-0536670)
Tax period: 2012-07-01 to 2013-06-30
Filed: 2014-05-15
IRS object ID: 201401359349100615
Schema version: 2012v2.3
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 ReturnHeader

Field	Value	IRS element (for citing)
Timestamp	2014-05-15T08:12:34-05:00	Timestamp
Tax Period End Date	2013-06-30	TaxPeriodEndDate

Preparer Firm PreparerFirm

Preparer Firm Business Name PreparerFirmBusinessName

Field	Value	IRS element (for citing)
Business Name Line1	BKD LLP	BusinessNameLine1

Preparer Firm US Address PreparerFirmUSAddress

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	ReturnType
Tax Period Begin Date	2012-07-01	TaxPeriodBeginDate

Filer Filer

Field	Value	IRS element (for citing)
EIN	310536670	EIN

Name Name

Field	Value	IRS element (for citing)
Business Name Line1	JHSI INC	BusinessNameLine1

Field	Value	IRS element (for citing)
In Care Of Name	% BETH MCKINNEY	InCareOfName
Name Control	JHSI	NameControl
Phone	5132141200	Phone

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	4555 LAKE FOREST DRIVE SUITE 645	AddressLine1
Address Line2	Suite	AddressLine2
City	BLUE ASH	City
State	OH	State
ZIP Code	45242	ZIPCode

Officer Officer

Field	Value	IRS element (for citing)
Name	GLORIA HAFFER	Name
Title	TREASURER	Title
Phone	5132141204	Phone
Date Signed	2014-05-13	DateSigned
Authorize Third Party	true	AuthorizeThirdParty

Preparer Preparer

Field	Value	IRS element (for citing)
Name	Aaron Hershberger	Name
Phone	5136218300	Phone

Field	Value	IRS element (for citing)
Tax Year	2012	TaxYear
Build TS	2015-12-30 17:16:21Z	BuildTS

Form 990-PF IRS990PF

Field	Value	IRS element (for citing)
Exempt PF	X	ExemptPF
FMV Assets EOY	248019083	FMVAssetsEOY
Method Of Accounting Accrual	X	MethodOfAccountingAccrual

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

Field	Value	IRS element (for citing)
Contri Received Rev And Expnss	0	ContriReceivedRevAndExpnss
Dividends Rev And Expnss	6114186	DividendsRevAndExpnss
Dividends Net Invst Incm	6114186	DividendsNetInvstIncm
Gross Rents Rev And Expnss	22235	GrossRentsRevAndExpnss
Gross Rents Net Invst Incm	22235	GrossRentsNetInvstIncm
Net Rental Income Or Loss	20748	NetRentalIncomeOrLoss
Net Gain Sale Assets Rev And Expnss	172712	NetGainSaleAssetsRevAndExpnss
Gross Sales Price	13834745	GrossSalesPrice
Capital Gain Net Incm Net Invst Incm	172712	CapitalGainNetIncmNetInvstIncm
Other Income Rev And Expnss	13785628	OtherIncomeRevAndExpnss
Other Income Net Invst Incm	4218241	OtherIncomeNetInvstIncm
Total Revenue And Expenses	20094761	TotalRevenueAndExpenses
Total Net Investment Income	10527374	TotalNetInvestmentIncome
Comp Ofcr Dir Trst Rev And Expnss	139500	CompOfcrDirTrstRevAndExpnss
Comp Ofcr Dir Trst Net Invst Incm	6975	CompOfcrDirTrstNetInvstIncm
Comp Ofcr Dir Trst Dsbrs Chrtbl Prps	104625	CompOfcrDirTrstDsbrsChrtblPrps
Oth Empl Slrs Wgs Rev And Expnss	166952	OthEmplSlrsWgsRevAndExpnss
Oth Empl Slrs Wgs Net Invst Incm	10061	OthEmplSlrsWgsNetInvstIncm
Oth Empl Slrs Wgs Dsbrs Chrtbl Prps	138094	OthEmplSlrsWgsDsbrsChrtblPrps
Pension Empl Bnft Rev And Expnss	90617	PensionEmplBnftRevAndExpnss
Pension Empl Bnft Net Invst Incm	4062	PensionEmplBnftNetInvstIncm
Pension Empl Bnft Dsbrs Chrtbl Prps	81632	PensionEmplBnftDsbrsChrtblPrps
Legal Fees Rev And Expnss	275964	LegalFeesRevAndExpnss
Legal Fees Net Invst Incm	21997	LegalFeesNetInvstIncm
Legal Fees Adj Net Incm	0	LegalFeesAdjNetIncm
Legal Fees Dsbrs Chrtbl Prps	2352	LegalFeesDsbrsChrtblPrps
Accounting Fees Rev And Expnss	95400	AccountingFeesRevAndExpnss
Accounting Fees Net Invst Incm	41592	AccountingFeesNetInvstIncm
Accounting Fees Adj Net Incm	0	AccountingFeesAdjNetIncm
Accounting Fees Dsbrs Chrtbl Prps	37206	AccountingFeesDsbrsChrtblPrps
Other Prof Fees Rev And Expnss	165629	OtherProfFeesRevAndExpnss
Other Prof Fees Net Invst Incm	165395	OtherProfFeesNetInvstIncm
Other Prof Fees Dsbrs Chrtbl Prps	210	OtherProfFeesDsbrsChrtblPrps
Taxes Rev And Expnss	195768	TaxesRevAndExpnss
Taxes Net Invst Incm	93568	TaxesNetInvstIncm
Deprec And Depletion Rev And Expnss	113256	DeprecAndDepletionRevAndExpnss
Deprec And Depletion Net Invst Incm	90350	DeprecAndDepletionNetInvstIncm
Occupancy Rev And Expnss	39104	OccupancyRevAndExpnss
Occupancy Net Invst Incm	2543	OccupancyNetInvstIncm
Occupancy Dsbrs Chrtbl Prps	33996	OccupancyDsbrsChrtblPrps
Trav Conf Meeting Rev And Expnss	8083	TravConfMeetingRevAndExpnss
Trav Conf Meeting Net Invst Incm	164	TravConfMeetingNetInvstIncm
Trav Conf Meeting Dsbrs Chrtbl Prps	7624	TravConfMeetingDsbrsChrtblPrps
Printing And Pub Rev And Expnss	3880	PrintingAndPubRevAndExpnss
Printing And Pub Net Invst Incm	234	PrintingAndPubNetInvstIncm
Printing And Pub Dsbrs Chrtbl Prps	3075	PrintingAndPubDsbrsChrtblPrps
Other Expenses Rev And Expnss	612281	OtherExpensesRevAndExpnss
Other Expenses Net Invst Incm	20641	OtherExpensesNetInvstIncm
Other Expenses Dsbrs Chrtbl Prps	122575	OtherExpensesDsbrsChrtblPrps
Tot Opr Expenses Rev And Expnss	1906434	TotOprExpensesRevAndExpnss
Tot Opr Expenses Net Invst Incm	457582	TotOprExpensesNetInvstIncm
Tot Opr Expenses Adj Net Incm	0	TotOprExpensesAdjNetIncm
Tot Opr Expenses Dsbrs Chrtbl Prps	531389	TotOprExpensesDsbrsChrtblPrps
Contri Gifts Paid Rev And Expnss	9718717	ContriGiftsPaidRevAndExpnss
Contri Gifts Paid Dsbrs Chrtbl Prps	9718717	ContriGiftsPaidDsbrsChrtblPrps
Total Expenses Rev And Expnss	11625151	TotalExpensesRevAndExpnss
Total Expenses Net Invst Incm	457582	TotalExpensesNetInvstIncm
Total Expenses Adj Net Incm	0	TotalExpensesAdjNetIncm
Total Expenses Dsbrs Chrtbl Prps	10250106	TotalExpensesDsbrsChrtblPrps
Excess Of Revenue Over Expenses	8469610	ExcessOfRevenueOverExpenses
Net Investment Income	10069792	NetInvestmentIncome

Balance Sheets BalanceSheets

Field	Value	IRS element (for citing)
Cash BOY	1362722	CashBOY
Cash EOY	967738	CashEOY
Cash EOYFMV	967738	CashEOYFMV
Savings And Temp Cash Invst BOY	16074575	SavingsAndTempCashInvstBOY
Savings And Temp Cash Invst EOY	5989663	SavingsAndTempCashInvstEOY
Savings And Temp Cash Invst EOYFMV	5989663	SavingsAndTempCashInvstEOYFMV
Accounts Receivable	3199	AccountsReceivable
Accounts Receivable BOY	2566061	AccountsReceivableBOY
Accounts Receivable EOY	3199	AccountsReceivableEOY
Accounts Receivable EOYFMV	3199	AccountsReceivableEOYFMV
Other Notes And Loans Receivable	10164723	OtherNotesAndLoansReceivable
Other Notes And Loans Rcvbl BOY	15254553	OtherNotesAndLoansRcvblBOY
Other Notes And Loans Rcvbl EOY	10164723	OtherNotesAndLoansRcvblEOY
Other Notes And Loans Rcvbl EOYFMV	10164723	OtherNotesAndLoansRcvblEOYFMV
Prepaid Expenses BOY	79293	PrepaidExpensesBOY
Prepaid Expenses EOY	38198	PrepaidExpensesEOY
Prepaid Expenses EOYFMV	38198	PrepaidExpensesEOYFMV
Investments Govt Oblig BOY	2995954	InvestmentsGovtObligBOY
Investments Govt Oblig EOY	4627394	InvestmentsGovtObligEOY
Investments Govt Oblig EOYFMV	4483381	InvestmentsGovtObligEOYFMV
Investments Corp Stock BOY	114370186	InvestmentsCorpStockBOY
Investments Corp Stock EOY	120260166	InvestmentsCorpStockEOY
Investments Corp Stock EOYFMV	143887783	InvestmentsCorpStockEOYFMV
Investments Corp Bonds BOY	39819255	InvestmentsCorpBondsBOY
Investments Corp Bonds EOY	41131548	InvestmentsCorpBondsEOY
Investments Corp Bonds EOYFMV	40906154	InvestmentsCorpBondsEOYFMV
Investments Other BOY	15000000	InvestmentsOtherBOY
Investments Other EOY	27916921	InvestmentsOtherEOY
Investments Other EOYFMV	30300946	InvestmentsOtherEOYFMV
Land Building And Equipment Basis	11359398	LandBuildingAndEquipmentBasis
Accum Deprec Land Bldg And Equip	106350	AccumDeprecLandBldgAndEquip
Land Building And Equipment BOY	4029722	LandBuildingAndEquipmentBOY
Land Building And Equipment EOY	11253048	LandBuildingAndEquipmentEOY
Land Building And Equipment EOYFMV	11253048	LandBuildingAndEquipmentEOYFMV
Other Assets BOY	3824791	OtherAssetsBOY
Other Assets EOY	24250	OtherAssetsEOY
Other Assets EOYFMV	24250	OtherAssetsEOYFMV
Total Assets BOY	215377112	TotalAssetsBOY
Total Assets EOY	222376848	TotalAssetsEOY
Total Assets EOYFMV	248019083	TotalAssetsEOYFMV
Accounts Payable BOY	2679308	AccountsPayableBOY
Accounts Payable EOY	972902	AccountsPayableEOY
Other Liabilities BOY	34063	OtherLiabilitiesBOY
Other Liabilities EOY	0	OtherLiabilitiesEOY
Total Liabilities BOY	2713371	TotalLiabilitiesBOY
Total Liabilities EOY	972902	TotalLiabilitiesEOY
Org That Follow SFAS117	X	OrgThatFollowSFAS117
Unrestricted BOY	212663741	UnrestrictedBOY
Unrestricted EOY	221403946	UnrestrictedEOY
Total Net Assets BOY	212663741	TotalNetAssetsBOY
Total Net Assets EOY	221403946	TotalNetAssetsEOY
Total Liabilities Net Assets BOY	215377112	TotalLiabilitiesNetAssetsBOY
Total Liabilities Net Assets EOY	222376848	TotalLiabilitiesNetAssetsEOY

Changes In Net Assets Fund Balances ChangesInNetAssetsFundBalances

Field	Value	IRS element (for citing)
Total Net Assets Fund Balances BOY	212663741	TotalNetAssetsFundBalancesBOY
Excess Of Revenue Over Expenses	8469610	ExcessOfRevenueOverExpenses
Other Increases	270601	OtherIncreases
Subtotal	221403952	Subtotal
Other Decreases	6	OtherDecreases
Total Net Assets Fund Balances EOY	221403946	TotalNetAssetsFundBalancesEOY

Capital Gains And Losses CapitalGainsAndLosses

Capital Gains And Losses Info CapitalGainsAndLossesInfo (5 entries)

Description Of AssetDescriptionOfAsset	Gross Sales PriceGrossSalesPrice	Cost Or Other BasisCostOrOtherBasis	Gain Or LossGainOrLoss	Gains Minus Excess Or LossesGainsMinusExcessOrLosses
PNC BANK ST	8964172	8961462	2710	2710
PNC BANK LT	4748980	4700571	48409	48409
VANGUARD TIPS CAP GAIN DISTRIBUTION	52550		52550	52550
JP MORGAN CAP GAIN DISTRIBUTIONS	14868		14868	14868
OTHER CAP GAIN DISTRIBUTIONS	54175		54175	54175

Field	Value	IRS element (for citing)
Capital Gain Net Income	172712	CapitalGainNetIncome

Qlfy Und Sect4940e For Reduced Tax QlfyUndSect4940eForReducedTax

Field	Value	IRS element (for citing)
Liable For4942 Tax	false	LiableFor4942Tax
Qualifying Distributions Year1	11367153	QualifyingDistributionsYear1
Noncharitable Assets Year1	217055652	NoncharitableAssetsYear1
Distribution Ratio Year1	0.05237	DistributionRatioYear1
Qualifying Distributions Year2	48881	QualifyingDistributionsYear2
Noncharitable Assets Year2	228531832	NoncharitableAssetsYear2
Distribution Ratio Year2	0.000214	DistributionRatioYear2
Total Distribution Ratio	0.052584	TotalDistributionRatio
Average Distribution Ratio	0.026292	AverageDistributionRatio
Net Noncharitable Assets	231579584	NetNoncharitableAssets
Adjusted Noncharitable Assets	6088690	AdjustedNoncharitableAssets
One Percent Net Investment Income	100698	OnePercentNetInvestmentIncome
Adj Nonchrtbl Assets And One	6189388	AdjNonchrtblAssetsAndOnePct
Qualifying Distributions	10809218	QualifyingDistributions

Excise Tax Based On Investment Incm ExciseTaxBasedOnInvestmentIncm

Field	Value	IRS element (for citing)
Domestic Org Meeting Sect4940e	X	DomesticOrgMeetingSect4940e
Investment Income Excise Tax	100698	InvestmentIncomeExciseTax
Subtotal	100698	Subtotal
Tax Based On Investment Income	100698	TaxBasedOnInvestmentIncome
Est Tax Payments And Overpayment	139614	EstTaxPaymentsAndOverpayment
Total Credits And Payments	139614	TotalCreditsAndPayments
Overpayment	38916	Overpayment
Amount Credited To Next Year	38916	AmountCreditedToNextYear

Statements Regarding Activities StatementsRegardingActivities

Field	Value	IRS element (for citing)
Legislative Political Activities	false	LegislativePoliticalActivities
More Than100 Spent	false	MoreThan100Spent
Form1120 POL Filed	false	Form1120POLFiled
Activities Not Prev Reported	false	ActivitiesNotPrevReported
Changes To Articles Or Bylaws	false	ChangesToArticlesOrBylaws
Unrelated Bus Income Over1000	false	UnrelatedBusIncomeOver1000
Termination Etc	false	TerminationEtc
Requirements Of Sect508e	true	RequirementsOfSect508e
At Least5000 In Assets	true	AtLeast5000InAssets
States Filed With	OH	StatesFiledWith
Form990 PF Filed With AG	false	Form990PFFiledWithAG
Private Operating Foundation	false	PrivateOperatingFoundation
New Substantial Contributors	false	NewSubstantialContributors
Interest In Controlled Entity	true	InterestInControlledEntity
Applicable Insurance Contract	false	ApplicableInsuranceContract
Comply With Public Inspection Rqr	true	ComplyWithPublicInspectionRqr
Website Address	WWW.THEJEWISHFOUNDATION.ORG	WebsiteAddress

Books In Care Of Business Name BooksInCareOfBusinessName

Field	Value	IRS element (for citing)
Business Name Line1	BETH MCKINNEY	BusinessNameLine1

Field	Value	IRS element (for citing)
Books In Care Of Phone Number	5132141204	BooksInCareOfPhoneNumber

Books In Care Of US Address BooksInCareOfUSAddress

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)
Foreign Bank	false	ForeignBank

Statements Regarding Acty4720 StatementsRegardingActy4720

Field	Value	IRS element (for citing)
Sale Or Exchange With Dsqfly Person	false	SaleOrExchangeWithDsqflyPerson
Borrow Or Lend With Dsqfly Person	false	BorrowOrLendWithDsqflyPerson
Furnished Goods With Dsqfly Person	false	FurnishedGoodsWithDsqflyPerson
Pay Compensation To Dsqfly Person	true	PayCompensationToDsqflyPerson
Transfer Assets To Dsqfly Person	false	TransferAssetsToDsqflyPerson
Payment To Government Offical	false	PaymentToGovernmentOffical
Acts Fail To Qualify As Exceptions	false	ActsFailToQualifyAsExceptions
Uncorrected Prior Acts	false	UncorrectedPriorActs
Undistributed Income Prior Years	false	UndistributedIncomePriorYears
Business Holdings	false	BusinessHoldings
Jeopardy Investments	false	JeopardyInvestments
Uncorrected Jeopardy Investments	false	UncorrectedJeopardyInvestments
Influence Legislation	false	InfluenceLegislation
Influence Election	false	InfluenceElection
Grants To Individuals	false	GrantsToIndividuals
Grants To Organizations	false	GrantsToOrganizations
Noncharitable Purpose	false	NoncharitablePurpose
Rcv Funds To Pay Prsnl Bnft Contract	false	RcvFundsToPayPrsnlBnftContract
Pay Premiums Prsnl Bnft Contract	false	PayPremiumsPrsnlBnftContract
Prohibited Tax Shelter Transactn	false	ProhibitedTaxShelterTransactn

Ofcr Dir Trustees Key Employee Info OfcrDirTrusteesKeyEmployeeInfo

Ofcr Dir Trustees Or Key Employee OfcrDirTrusteesOrKeyEmployee (11 entries)

Address Line1USAddress/AddressLine1	CityUSAddress/City	StateUSAddress/State	ZIP CodeUSAddress/ZIPCode	TitleTitle	Avg Hours Per Wk Devoted To PositionAvgHoursPerWkDevotedToPosition	CompensationCompensation	Contri To Empl Benefit Plans EtcContriToEmplBenefitPlansEtc	Expense Account Other AllowancesExpenseAccountOtherAllowances
GARY HEIMAN
4555 LAKE FOREST DRIVE SUITE 645	BLUE ASH	OH	45242	VICE CHAIRPERSON	5.0	0	0	0
MICHAEL R OESTREICHER
4555 LAKE FOREST DRIVE SUITE 645	BLUE ASH	OH	45242	PRESIDENT	10.0	0	0	0
ROBERT KANTER
4555 LAKE FOREST DRIVE SUITE 645	BLUE ASH	OH	45242	CHAIRPERSON	5.0	0	0	0
JEFFREY ZIPKIN MD
4555 LAKE FOREST DRIVE SUITE 645	BLUE ASH	OH	45242	SECRETARY	5.0	0	0	0
J DAVID ROSENBERG
4555 LAKE FOREST DRIVE SUITE 645	BLUE ASH	OH	45242	TRUSTEE	5.0	0	0	0
BETH GUTTMAN
4555 LAKE FOREST DRIVE SUITE 645	BLUE ASH	OH	45242	TRUSTEE	5.0	0	0	0
GLORIA HAFFER
4555 LAKE FOREST DRIVE SUITE 645	BLUE ASH	OH	45242	TREASURER	5.0	0	0	0
LESLIE NEWMAN
4555 LAKE FOREST DRIVE SUITE 645	BLUE ASH	OH	45242	TRUSTEE	5.0	0	0	0
MICHAEL FISHER
4555 LAKE FOREST DRIVE SUITE 645	BLUE ASH	OH	45242	TRUSTEE	5.0	0	0	0
ROBERT BRANT
4555 LAKE FOREST DRIVE SUITE 645	BLUE ASH	OH	45242	TRUSTEE	5.0	0	0	0
BRIAN JAFFEE
4555 LAKE FOREST DRIVE SUITE 645	BLUE ASH	OH	45242	EXECUTIVE DIRECTOR	40.0	139500	13418	0

Compensation Of Highest Paid Empl CompensationOfHighestPaidEmpl (2 entries)

NameName	Address Line1USAddress/AddressLine1	CityUSAddress/City	StateUSAddress/State	ZIP CodeUSAddress/ZIPCode	TitleTitle	Average Hours Per WeekAverageHoursPerWeek	CompensationCompensation	Employee BenefitsEmployeeBenefits	Expense AccountExpenseAccount
ERIC DAUER	4555 LAKE FOREST DRIVE	BLUE ASH	OH	45242	DIRECTOR OF OPS	30.0	78000	7767
BETH MCKINNEY	4555 LAKE FOREST DRIVE	BLUE ASH	OH	45242	DIRECTOR OF FINANCE	20.0	52952	5644	0

Compensation Of Hghst Paid Cntrct CompensationOfHghstPaidCntrct (2 entries)

Address Line1USAddress/AddressLine1	CityUSAddress/City	StateUSAddress/State	ZIP CodeUSAddress/ZIPCode	Type Of ServiceTypeOfService	CompensationCompensation
MAZURSKY CONSTANTINE LLC
999 PEACHTREE ST NE	ATLANTA	GA	30309	0	301792
DELOITTE TAX LLP
4022 SELLS DRIVE	HERMITAGE	TN	37076	0	68067

Summary Of Direct Charitable Acty SummaryOfDirectCharitableActy

Field	Value	IRS element (for citing)
Description1	SENIOR SERVICES SEMINAR	Description1
Expenses1	14326	Expenses1

Field	Value	IRS element (for citing)
Sum Of Program Related Investments		SumOfProgramRelatedInvestments

Minimum Investment Return MinimumInvestmentReturn

Field	Value	IRS element (for citing)
Avg Monthly FMV Of Securities	213299571	AvgMonthlyFMVOfSecurities
Avg Monthly Cash Balances	1062290	AvgMonthlyCashBalances
FMV All Other Noncharitable Assets	20744316	FMVAllOtherNoncharitableAssets
Total FMV Of Unused Assets	235106177	TotalFMVOfUnusedAssets
Acquisition Indebtedness	0	AcquisitionIndebtedness
Adj Total FMV Of Unused Assets	235106177	AdjTotalFMVOfUnusedAssets
Cash Deemed Charitable	3526593	CashDeemedCharitable
Net Noncharitable Assets	231579584	NetNoncharitableAssets
Minimum Investment Return	11578979	MinimumInvestmentReturn

Distributable DistributableAmount

Field	Value	IRS element (for citing)
Minimum Investment Return	11578979	MinimumInvestmentReturn
Tax Based On Investment Income	100698	TaxBasedOnInvestmentIncome
Total Tax	100698	TotalTax
Distributable Amount Before Adj	11478281	DistributableAmountBeforeAdj
Distributable Amount Before Ded	11478281	DistributableAmountBeforeDed
Distributable Amount As Adjusted	11478281	DistributableAmountAsAdjusted

Qualifying Distributions QualifyingDistributions

Field	Value	IRS element (for citing)
Expenses And Contributions	10250106	ExpensesAndContributions
Program Related Investments Total	0	ProgramRelatedInvestmentsTotal
Amounts Paid Acq Charitable Assets	559112	AmountsPaidAcqCharitableAssets
Amounts Set Aside Suitability Test	0	AmountsSetAsideSuitabilityTest
Amounts Set Aside Cash Distri Test	0	AmountsSetAsideCashDistriTest
Qualifying Distributions	10809218	QualifyingDistributions
One Pct Sect4940e Org Net Invst Incm	100698	OnePctSect4940eOrgNetInvstIncm
Adj Qualifying Distributions	10708520	AdjQualifyingDistributions

Undistributed Income UndistributedIncome

Field	Value	IRS element (for citing)
Distributable Amount As Adjusted	11478281	DistributableAmountAsAdjusted
Undistributed Income Prior Year	10670489	UndistributedIncomePriorYear
Prior Year1	2010	PriorYear1
Prior Year2	2009	PriorYear2
Prior Year3	2008	PriorYear3
Qualifying Distributions	10809218	QualifyingDistributions
Applied To Year1	10670489	AppliedToYear1
Applied To Current Year	138729	AppliedToCurrentYear
Remaining Distri From Corpus	0	RemainingDistriFromCorpus
Total Corpus	0	TotalCorpus
Undistributed Income CY	11339552	UndistributedIncomeCY
Excess Distri Cyov To Next Year	0	ExcessDistriCyovToNextYear
Excess From Current Year	0	ExcessFromCurrentYear

Field	Value	IRS element (for citing)
Private Operating Foundations		PrivateOperatingFoundations

Supplementary Information SupplementaryInformation

Appication Submission Info AppicationSubmissionInfo

Field	Value	IRS element (for citing)
Recipient Name	BRIAN JAFFEE	RecipientName

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 Number	5132141200	RecipientPhoneNumber
Form And Info And Materials	DESCRIPTION OF ORGANIZATION, MISSION STATEMENT, PROOF OF TAX EXEMPTION, STATEMENT CONCERNING PURPOSE AND USE OF GRANT.	FormAndInfoAndMaterials
Submission Deadlines	NONE	SubmissionDeadlines
Restrictions On Awards	CHARITABLE ORGANIZATIONS	RestrictionsOnAwards

Grant Or Contri Paid During Year GrantOrContriPaidDuringYear (20 entries)

Address Line1RecipientUSAddress/AddressLine1	CityRecipientUSAddress/City	StateRecipientUSAddress/State	ZIP CodeRecipientUSAddress/ZIPCode	Recipient Foundation StatusRecipientFoundationStatus	Purpose Of Grant Or ContributionPurposeOfGrantOrContribution	AmountAmount
CAMP LIVINGSTON
8485 RIDGE RD	CINCINNATI	OH	45236	501(C)(3)	CAPITAL NEEDS AND SCHOLARSHIP PROGRAM	$617,422
CEDAR VILLAGE
5467 CEDAR VILLAGE DRIVE	MASON	OH	45040	501(C)(3)	SENIOR SERVICES	$633,333
CENTER FOR HOLOCAUST AND HUMANITY EDUCATION
8401 MONTGOMERY ROAD	CINCINNATI	OH	45236	501(C)(3)	RESCUE IN THE PHILIPPINES EDUCATIONAL RESOURCES	$55,000
CINCINNATI HEBREW DAY SCHOOL
2222 LOSANTIVILLE AVENUE	CINCINNATI	OH	45237	501(C)(3)	CAPITAL NEEDS AND STAFF ENHANCEMENT	$258,027
CINCINNATI USA REGIONAL CHAMBER FOUNDATION
441 VINE ST 300	CINCINNATI	OH	45202	501(C)(3)	CINCINNATI/ISRAEL ECONOMIC DEVELOPMENT PARTNERSHIP	$66,608
HEBREW UNION COLLEGE-JEWISH INSTITUTE OF RELIGION
3101 CLIFTON AVENUE	CINCINNATI	OH	45220	501(C)(3)	KLAU LIBRARY	$750,000
HEBREW UNION COLLEGE-JEWISH INSTITUTE OF RELIGION
3101 CLIFTON AVENUE	CINCINNATI	OH	45220	501(C)(3)	JEWISH FOUNDATION RABBINIC FELLOWS PROGRAM & OFFICE OF RECRUITMENT/COMMUNITY ENGAGEMENT	$925,265
JEWISH CEMETERIES OF GREATER CINCINNATI INC
3400 MONTGOMERY ROAD	CINCINNATI	OH	45207	501(C)(3)	OPERATING SUPPORT	$375,000
JEWISH FAMILY SERVICES
8487 RIDGE ROAD	CINCINNATI	OH	45236	501(C)(3)	BARBASH FAMILY VITAL SUPPORT CENTER	$1,322,556
JEWISH FEDERATION OF CINCINNATI
8499 RIDGE ROAD	CINCINNATI	OH	45236	501(C)(3)	PHILANTHROPIC FUND	$1,500,000
JEWISH FEDERATION OF CINCINNATI
8499 RIDGE ROAD	CINCINNATI	OH	45236	501(C)(3)	2012 ANNUAL CAMPAIGN MATCH	$611,770
JEWISH FEDERATION OF CINCINNATI
8499 RIDGE ROAD	CINCINNATI	OH	45236	501(C)(3)	SHALIACH & CHAVERIM M'YISRAEL	$147,736
JEWISH FEDERATION OF CINCINNATI
8499 RIDGE ROAD	CINCINNATI	OH	45236	501(C)(3)	FUNDRAISING CAPACITY BUILDING INITIATIVE	$318,500
JEWISH FEDERATION OF CINCINNATI
8499 RIDGE ROAD	CINCINNATI	OH	45236	501(C)(3)	ISRAEL @ 65 INITIATIVE	$10,000
JEWISH HOSPITAL
4600 MCAULEY PLACE SUITE 150	CINCINNATI	OH	45242	501(C)(3)	MEDICAL EDUCATION GRANTS	$300,000
MAYERSON JCC
8485 RIDGE ROAD	CINCINNATI	OH	45236	501(C)(3)	WOLF CENTER FEATURED ARTIST SERIES	$90,000
ROCKWERN ACADEMY
8401 MONTGOMERY RD	CINCINNATI	OH	45236	501(C)(3)	SCHOLARSHIP PROGRAM AND OPERATIONS	$1,473,000
SCHOOL FOR CREATIVE & PERFORMING ARTS
108 W CENTRAL PKWY	CINCINNATI	OH	45202	501(C)(3)	EDUCATIONAL TRIP TO POLAND	$12,500
THE WEXNER FOUNDATION
8000 WALTON PARKWAY SUITE 110	NEW ALBANY	OH	43054	501(C)(3)	WEXNER HERITAGE LEADERSHIP PROGRAM	$175,000
XAVIER UNIVERSITY
3800 VICTORY PKWY	CINCINNATI	OH	45207	501(C)(3)	BUSINESS COURSES IN ISRAEL	$77,000

Field	Value	IRS element (for citing)
Tot Grant Or Contri Paid During Year	9718717	TotGrantOrContriPaidDuringYear

Grant Or Contri Approved For Future GrantOrContriApprovedForFuture (11 entries)

Address Line1RecipientUSAddress/AddressLine1	CityRecipientUSAddress/City	StateRecipientUSAddress/State	ZIP CodeRecipientUSAddress/ZIPCode	Recipient Foundation StatusRecipientFoundationStatus	Purpose Of Grant Or ContributionPurposeOfGrantOrContribution	AmountAmount
CAMP LIVINGSTON
8485 RIDGE RD	CINCINNATI	OH	45236	501(C)(3)	CAPITAL NEEDS & SCHOLARSHIP PROGRAM	$68,000
CEDAR VILLAGE
5467 CEDAR VILLAGE DRIVE	MASON	OH	45040	501(C)(3)	SENIOR SERVICES	$1,333,334
CINCINNATI HEBREW DAY SCHOOL
2222 LOSANTIVILLE AVENUE	CINCINNATI	OH	45237	501(C)(3)	CAPITAL NEEDS AND STAFF ENHANCEMENT	$374,773
CINCINNATI USA REGIONAL CHAMBER FOUNDATION
441 VINE ST 300	CINCINNATI	OH	45202	501(C)(3)	CINCINNATI/ISRAEL ECONOMIC DEVELOPMENT PARTNERSHIP	$83,392
HEBREW UNION COLLEGE-JEWISH INSTITUTE OF RELIGION
3101 CLIFTON AVENUE	CINCINNATI	OH	45220	501(C)(3)	JEWISH FOUNDATION RABBINIC FELLOWS PROGRAM & OFFICE OF RECRUITMENT/COMMUNITY ENGAGEMENT	$4,155,294
JEWISH FAMILY SERVICES
8487 RIDGE ROAD	CINCINNATI	OH	45236	501(C)(3)	BARBASH FAMILY VITAL SUPPORT CENTER	$1,919,444
JEWISH FEDERATION OF CINCINNATI
8499 RIDGE ROAD	CINCINNATI	OH	45236	501(C)(3)	FUNDRAISING CAPACITY BUILDING INITIATIVE	$1,770,500
ROCKWERN ACADEMY
8401 MONTGOMERY ROAD	CINCINNATI	OH	45236	501(C)(3)	SCHOLARSHIP PROGRAM AND OPERATIONS	$1,769,000
THE WEXNER FOUNDATION
8000 WALTON PARKWAY SUITE 110	NEW ALBANY	OH	43054	501(C)(3)	WEXNER HERITAGE LEADERSHIP PROGRAM	$175,000
CINCINNATI HEBREW DAY SCHOOL
2222 LOSANTIVILLE AVENUE	CINCINNATI	OH	45237	501(C)(3)	CLASSROOM RENOVATION	$353,673
JEWISH FEDERATION OF CINCINNATI
8499 RIDGE ROAD	CINCINNATI	OH	45236	501(C)(3)	COMMUNITY SECURITY	$1,525,000

Field	Value	IRS element (for citing)
Tot Grant Or Contri Approved Future	13527410	TotGrantOrContriApprovedFuture

Analysis Income Producing Acty AnalysisIncomeProducingActy

Field	Value	IRS element (for citing)
Fees Contracts From Govt Agencies		FeesContractsFromGovtAgencies
Membership Dues And Assessments		MembershipDuesAndAssessments
Int On Savings And Temp Cash Invst		IntOnSavingsAndTempCashInvst

Dividends And Int From Sec Part VII DividendsAndIntFromSecPartVII

Field	Value	IRS element (for citing)
Exclusion Code	14	ExclusionCode
Exclusion	$6,114,186	ExclusionAmount

Field	Value	IRS element (for citing)
Net Rental Incm Re Debt Fincd Prop		NetRentalIncmReDebtFincdProp

Net Rntl Incm Re Not Debt Fincd Prop NetRntlIncmReNotDebtFincdProp

Field	Value	IRS element (for citing)
Exclusion Code	16	ExclusionCode
Exclusion	$20,748	ExclusionAmount

Field	Value	IRS element (for citing)
Net Rental Incm Personal Property		NetRentalIncmPersonalProperty
Other Investment Income Part VII		OtherInvestmentIncomePartVII

Gain Sales Assets Oth Than Invntry GainSalesAssetsOthThanInvntry

Field	Value	IRS element (for citing)
Exclusion Code	18	ExclusionCode
Exclusion	$172,712	ExclusionAmount

Field	Value	IRS element (for citing)
Net Income Loss From Special Events		NetIncomeLossFromSpecialEvents
Gross Profit Loss Sales Of Invntry		GrossProfitLossSalesOfInvntry

Other Revenue Described OtherRevenueDescribed (3 entries)

DescriptionDescription	Exclusion CodeExclusionCode	ExclusionExclusionAmount
GAIN ON SWAP OF REAL PROPERTY	18	$4,218,241
HOSPITAL SALE CONTINGENCIES	01	$9,583,736
CHANGE IN INTEREST IN JHHA LLC	01	-$16,349

Subtotals Part XVIA SubtotalsPartXVIA

Field	Value	IRS element (for citing)
Exclusion	$20,093,274	ExclusionAmount

Field	Value	IRS element (for citing)
Total Part XVIA	20093274	TotalPartXVIA

Trnsfr Tr Rln With Noncharitable EO TrnsfrTrRlnWithNoncharitableEO

Field	Value	IRS element (for citing)
Trnsfr Of Cash To Noncharitable EO	false	TrnsfrOfCashToNoncharitableEO
Trnsfr Oth Assets Noncharitable EO	false	TrnsfrOthAssetsNoncharitableEO
Sales Or Exchanges Of Assets	false	SalesOrExchangesOfAssets
Purchase Assets Noncharitable EO	false	PurchaseAssetsNoncharitableEO
Rental Of Facilities Etc	false	RentalOfFacilitiesEtc
Reimbursement Arrangements	false	ReimbursementArrangements
Loans Or Loan Guarantees	false	LoansOrLoanGuarantees
Performance Of Services Etc	false	PerformanceOfServicesEtc
Sharing Of Facilities Etc	false	SharingOfFacilitiesEtc
Relationships Noncharitable E Os	false	RelationshipsNoncharitableEOs

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees AccountingFees

Field	Value	IRS element (for citing)
Category	ACCOUNTING FEES	Category
Amount	$95,400	Amount
Net Investment Income	41592	NetInvestmentIncome
Disbursements Charitable Prps	37206	DisbursementsCharitablePrps

Contractor Compensation Expln ContractorCompensationExpln

Contractor Comp Explanation ContractorCompExplanation (2 entries)

ExplanationExplanation
MAZURSKY CONSTANTINE LLC
LEGAL SERVICES
DELOITTE TAX LLP
TAX SERVICES

Depreciation Schedule DepreciationSchedule

Expln Of Non Filing With AG Stmt ExplnOfNonFilingWithAGStmt

Field	Value	IRS element (for citing)
Statement	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.	Statement

Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule

Investments Corp Bonds InvestmentsCorpBonds (3 entries)

Name Of BondNameOfBond	EOY Book ValueEOYBookValue	EOYFMVEOYFMV
VANGUARD - BOND MARKET INDEX	7850954	7939566
JP MORGAN CORE BOND	22978258	22873426
PNC INVESTMENT	10302336	10093162

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corp Stock InvestmentsCorpStock (5 entries)

Name Of StockNameOfStock	EOY Book ValueEOYBookValue	EOYFMVEOYFMV
VANGUARD - FTSE ALL WORLD	18154393	18840312
VANGUARD - STOCK MARKET INDEX	55615833	70961963
VANGUARD - INDEX	20480076	26255936
VANGUARD -INTERNATIONAL GROWTH	12902029	13791298
VANGUARD - INTERNATIONAL VALUE	13107835	14038274

Investments Govt Obligations Sch InvestmentsGovtObligationsSch

Field	Value	IRS element (for citing)
US Govt Securities EOY Book Value	4627394	USGovtSecuritiesEOYBookValue
US Govt Securities EOYFMV	4483381	USGovtSecuritiesEOYFMV

Investments Other Schedule2 InvestmentsOtherSchedule2

Investments Other InvestmentsOther (3 entries)

Category Or ItemCategoryOrItem	Book ValueBookValue	EOYFMVEOYFMV
GROSVENOR INTERNAT PARTNERS	14500000	16055489
AEW CORE PROPERTY	6774585	7092108
HEITMAN REAL ESTATE TRUST	6642336	7153349

Land Etc Schedule2 LandEtcSchedule2

Legal Fees Schedule LegalFeesSchedule

Legal Fees LegalFees

Field	Value	IRS element (for citing)
Category	LEGAL FEES	Category
Amount	$275,964	Amount
Net Investment Income	21997	NetInvestmentIncome
Disbursements Charitable Prps	2352	DisbursementsCharitablePrps

Other Assets Schedule OtherAssetsSchedule

Other Assets OtherAssets (3 entries)

DescriptionDescription	BOY Book ValueBOYBookValue	EOY Book ValueEOYBookValue	EOYFMVEOYFMV
JHAA PARTNERSHIP INTEREST	3824791	0	0
DEPOSITS	0	1000	1000
DUE FROM THE JEWISH FOUNDATION	0	23250	23250

Other Decreases Schedule OtherDecreasesSchedule

Other Decreases OtherDecreases

Field	Value	IRS element (for citing)
Description	ROUNDING	Description
Amount	$6	Amount

Other Expenses Schedule OtherExpensesSchedule

Other Expenses OtherExpenses (5 entries)

DescriptionDescription	Revenue And Expenses Per BooksRevenueAndExpensesPerBooks	Disbursements Charitable PrpsDisbursementsCharitablePrps	Net Investment IncomeNetInvestmentIncome
PUBLIC RELATIONS & ADVERTISING	43917	43916
INSURANCE	19817	16195	923
PROGRAMMING	54999	52768
HOSPITAL SALE CONTINGENCIES	463431
OTHER ADMINISTRATIVE EXPENSES	30117	9696	19718

Other Income Schedule2 OtherIncomeSchedule2

Other Income OtherIncome (3 entries)

DescriptionDescription	Revenue And Expenses Per BooksRevenueAndExpensesPerBooks	Net Investment IncomeNetInvestmentIncome
GAIN ON SWAP OF PROPERTY	4218241	4218241
HOSPITAL SALE CONTINGENCIES	9583736
CHANGE IN INTEREST OF JHHA LLC	-16349

Other Increases Schedule OtherIncreasesSchedule

Other Increases OtherIncreases

Field	Value	IRS element (for citing)
Description	TRANSFER OF PROPERTY FROM TJF	Description
Amount	$270,601	Amount

Other Liabilities Schedule OtherLiabilitiesSchedule

Other Liabilities OtherLiabilities

Field	Value	IRS element (for citing)
Description	DUE TO THE JEWISH FOUNDATION OF CINCINNATI	Description
BOY Book Value	34063	BOYBookValue
EOY Book Value	0	EOYBookValue

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees OtherProfessionalFees

Field	Value	IRS element (for citing)
Category	CONSULTING FEES	Category
Amount	$165,629	Amount
Net Investment Income	165395	NetInvestmentIncome
Disbursements Charitable Prps	210	DisbursementsCharitablePrps

Taxes Schedule TaxesSchedule

Taxes Taxes

Field	Value	IRS element (for citing)
Category	TAXES	Category
Amount	$195,768	Amount
Net Investment Income	93568	NetInvestmentIncome

Transfers Frm Controlled Entities TransfersFrmControlledEntities

From Controlled Entity FromControlledEntity

Name Name

Field	Value	IRS element (for citing)
Business Name Line1	JHCI INC	BusinessNameLine1

Address US AddressUS

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)
EIN	311050609	EIN
Description	N/A	Description
Amount	$0	Amount