JEWISH FOUNDATION OF CINCINNATI: Form 990PF, tax year 2024
View the entire original 990 at ProPublica ↗
- Organization
- JEWISH FOUNDATION OF CINCINNATI (EIN 31-1451489)
- Tax period
- 2024-07-01 to 2025-06-30
- Filed
- 2026-03-25
- IRS object ID
- 202630849349100513
- Schema version
- 2024v5.1
- 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
- Depreciation Schedule
- Expln Of Non Filing With AG Stmt
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Land Etc Schedule2
- Legal Fees Schedule
- Other Assets Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Increases Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2026-03-25T14:13:37+00:00 | ReturnTs |
| Tax Period End | 2025-06-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 440160260 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Forvis Mazars 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 | 2024-07-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 311451489 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | The Jewish Foundation of Cincinnati | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | JEWI | BusinessNameControlTxt |
| Phone | 5132141200 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 8044 Montgomery Road Suite 516 | AddressLine1Txt |
| City | Cincinnati | CityNm |
| State Abbreviation | OH | StateAbbreviationCd |
| ZIP | 45236 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Brian Jaffee | PersonNm |
| Person Title | Chief Executive Officer | PersonTitleTxt |
| Signature | 2026-03-25 | 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 |
| Preparation | 2026-02-16 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2024 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $546,025,519 | 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 |
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Interest On Sav Rev And Expnss | $0 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $0 | InterestOnSavNetInvstIncmAmt |
| Interest On Savings Adj Net Incm | $0 | InterestOnSavingsAdjNetIncmAmt |
| Dividends Rev And Expnss | $9,161,060 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $9,161,060 | DividendsNetInvstIncmAmt |
| Dividends Adj Net Incm | $0 | DividendsAdjNetIncmAmt |
| Gross Rents Rev And Expnss | $2,777 | GrossRentsRevAndExpnssAmt |
| Gross Rents Net Invst Incm | $2,777 | GrossRentsNetInvstIncmAmt |
| Gross Rents Adj Net Incm | $0 | GrossRentsAdjNetIncmAmt |
| Net Rental Income Or Loss | $2,777 | NetRentalIncomeOrLossAmt |
| Net Gain Sale Ast Rev And Expnss | $35,369,964 | NetGainSaleAstRevAndExpnssAmt |
| Cap Gain Net Incm Net Invst Incm | $35,369,964 | CapGainNetIncmNetInvstIncmAmt |
| Incm Modifications Adj Net Incm | $0 | IncmModificationsAdjNetIncmAmt |
| Gross Sales Less Ret And Allwnc | $0 | GrossSalesLessRetAndAllwncAmt |
| Cost Of Goods Sold | $0 | CostOfGoodsSoldAmt |
| Gross Profit Rev And Expnss | $0 | GrossProfitRevAndExpnssAmt |
| Gross Profit Adj Net Incm | $0 | GrossProfitAdjNetIncmAmt |
| Other Income Rev And Expnss | $146,267 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $0 | OtherIncomeNetInvstIncmAmt |
| Other Income Adj Net Incm | $0 | OtherIncomeAdjNetIncmAmt |
| Total Rev And Expnss | $44,680,068 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $44,533,801 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $0 | TotalAdjNetIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $400,010 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $12,000 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Adj Net Incm | $0 | CompOfcrDirTrstAdjNetIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $385,100 | CompOfcrDirTrstDsbrsChrtblAmt |
| Oth Empl Slrs Wgs Rev And Expnss | $997,544 | OthEmplSlrsWgsRevAndExpnssAmt |
| Oth Empl Slrs Wgs Net Invst Incm | $86,580 | OthEmplSlrsWgsNetInvstIncmAmt |
| Oth Empl Slrs Wgs Adj Net Incm | $0 | OthEmplSlrsWgsAdjNetIncmAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $913,874 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Pension Empl Bnft Rev And Expnss | $453,089 | PensionEmplBnftRevAndExpnssAmt |
| Pension Empl Bnft Net Invst Incm | $30,239 | PensionEmplBnftNetInvstIncmAmt |
| Pension Empl Bnft Adj Net Incm | $0 | PensionEmplBnftAdjNetIncmAmt |
| Pension Empl Bnft Dsbrs Chrtbl | $419,460 | PensionEmplBnftDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $39,343 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $12,109 | LegalFeesNetInvstIncmAmt |
| Legal Fees Adj Net Incm | $0 | LegalFeesAdjNetIncmAmt |
| Legal Fees Dsbrs Chrtbl | $30,220 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $42,750 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $25,650 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $0 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $17,100 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $1,604,560 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $1,549,541 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Adj Net Incm | $0 | OtherProfFeesAdjNetIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $2,108 | OtherProfFeesDsbrsChrtblAmt |
| Interest Rev And Expnss | $0 | InterestRevAndExpnssAmt |
| Interest Net Invst Incm | $0 | InterestNetInvstIncmAmt |
| Interest Adj Net Incm | $0 | InterestAdjNetIncmAmt |
| Interest Dsbrs Chrtbl | $0 | InterestDsbrsChrtblAmt |
| Taxes Rev And Expnss | $595,300 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $0 | TaxesNetInvstIncmAmt |
| Taxes Adj Net Incm | $0 | TaxesAdjNetIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Deprec And Dpltn Rev And Expnss | $27,775 | DeprecAndDpltnRevAndExpnssAmt |
| Deprec And Dpltn Net Invst Incm | $0 | DeprecAndDpltnNetInvstIncmAmt |
| Deprec And Dpltn Adj Net Incm | $0 | DeprecAndDpltnAdjNetIncmAmt |
| Occupancy Rev And Expnss | $121,542 | OccupancyRevAndExpnssAmt |
| Occupancy Net Invst Incm | $5,865 | OccupancyNetInvstIncmAmt |
| Occupancy Adj Net Incm | $0 | OccupancyAdjNetIncmAmt |
| Occupancy Dsbrs Chrtbl | $115,677 | OccupancyDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $125,644 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Net Invst Incm | $2,289 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Adj Net Incm | $0 | TravConfMeetingAdjNetIncmAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $121,809 | TravConfMeetingDsbrsChrtblAmt |
| Printing And Pub Rev And Expnss | $5,603 | PrintingAndPubRevAndExpnssAmt |
| Printing And Pub Net Invst Incm | $253 | PrintingAndPubNetInvstIncmAmt |
| Printing And Pub Adj Net Incm | $0 | PrintingAndPubAdjNetIncmAmt |
| Printing And Pub Dsbrs Chrtbl | $4,992 | PrintingAndPubDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $647,348 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $9,391 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Adj Net Incm | $0 | OtherExpensesAdjNetIncmAmt |
| Other Expenses Dsbrs Chrtbl | $627,043 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $5,060,508 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $1,733,917 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $2,637,383 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $22,975,137 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $22,975,137 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $28,035,645 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $1,733,917 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $25,612,520 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $16,644,423 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $42,799,884 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $459,328 | CashBOYAmt |
| Cash EOY | $510,384 | CashEOYAmt |
| Cash EOYFMV | $510,384 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $4,169,859 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $1,392,192 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $1,392,192 | SavAndTempCashInvstEOYFMVAmt |
| Acct Rcvbl | $0 | AcctRcvblAmt |
| Acct Rcvbl Allwnc Dbtfl Acct | $0 | AcctRcvblAllwncDbtflAcctAmt |
| Acct Rcvbl BOY | $39,012 | AcctRcvblBOYAmt |
| Acct Rcvbl EOY | $0 | AcctRcvblEOYAmt |
| Acct Rcvbl EOYFMV | $0 | AcctRcvblEOYFMVAmt |
| Pledges Rcvbl | $0 | PledgesRcvblAmt |
| Pledges Rcvbl Allwnc Dbtfl Acct | $0 | PledgesRcvblAllwncDbtflAcctAmt |
| Pledges Rcvbl BOY | $0 | PledgesRcvblBOYAmt |
| Pledges Rcvbl EOY | $0 | PledgesRcvblEOYAmt |
| Pledges Rcvbl EOYFMV | $0 | PledgesRcvblEOYFMVAmt |
| Grants Receivable BOY | $0 | GrantsReceivableBOYAmt |
| Grants Receivable EOY | $0 | GrantsReceivableEOYAmt |
| Grants Receivable EOYFMV | $0 | GrantsReceivableEOYFMVAmt |
| Rcvbl From Officers BOY | $0 | RcvblFromOfficersBOYAmt |
| Rcvbl From Officers EOY | $0 | RcvblFromOfficersEOYAmt |
| Rcvbl From Officers EOYFMV | $0 | RcvblFromOfficersEOYFMVAmt |
| Other Nts And Loans Rcvbl | $0 | OtherNtsAndLoansRcvblAmt |
| Other Rcvbl Allwnc Dbtfl Acct | $0 | OtherRcvblAllwncDbtflAcctAmt |
| Other Nts And Loans Rcvbl BOY | $0 | OtherNtsAndLoansRcvblBOYAmt |
| Other Nts And Loans Rcvbl EOY | $0 | OtherNtsAndLoansRcvblEOYAmt |
| Other Nts And Loans Rcvbl EOYFMV | $0 | OtherNtsAndLoansRcvblEOYFMVAmt |
| Inventories BOY | $0 | InventoriesBOYAmt |
| Inventories EOY | $0 | InventoriesEOYAmt |
| Inventories EOYFMV | $0 | InventoriesEOYFMVAmt |
| Prepaid Expenses BOY | $67,619 | PrepaidExpensesBOYAmt |
| Prepaid Expenses EOY | $51,338 | PrepaidExpensesEOYAmt |
| Prepaid Expenses EOYFMV | $51,338 | PrepaidExpensesEOYFMVAmt |
| US Government Obligations BOY | $0 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $0 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $0 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $179,470,840 | CorporateStockBOYAmt |
| Corporate Stock EOY | $185,203,492 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $351,789,450 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $106,954,911 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $119,681,161 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $117,648,177 | CorporateBondsEOYFMVAmt |
| Invst Land Cost Or Other Basis | $0 | InvstLandCostOrOtherBasisAmt |
| Invst Land Accum Depreciation | $0 | InvstLandAccumDepreciationAmt |
| Land Bldg Investments BOY | $0 | LandBldgInvestmentsBOYAmt |
| Land Bldg Investments EOYFMV | $0 | LandBldgInvestmentsEOYFMVAmt |
| Mortgage Loans BOY | $0 | MortgageLoansBOYAmt |
| Mortgage Loans EOY | $0 | MortgageLoansEOYAmt |
| Mortgage Loans EOYFMV | $0 | MortgageLoansEOYFMVAmt |
| Other Investments BOY | $50,148,368 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $61,622,236 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $73,513,766 | OtherInvestmentsEOYFMVAmt |
| Land Bldg Equip Cost Or Other Bss | $1,073,663 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $155,982 | LandBldgEquipAccumDeprecAmt |
| Land BOY | $4,816,524 | LandBOYAmt |
| Land EOY | $917,681 | LandEOYAmt |
| Land EOYFMV | $917,681 | LandEOYFMVAmt |
| Other Assets BOY | $195,528 | OtherAssetsBOYAmt |
| Other Assets EOY | $202,531 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $202,531 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $346,321,989 | TotalAssetsBOYAmt |
| Total Assets EOY | $369,581,015 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $546,025,519 | TotalAssetsEOYFMVAmt |
| Accounts Payable BOY | $137,130 | AccountsPayableBOYAmt |
| Accounts Payable EOY | $203,000 | AccountsPayableEOYAmt |
| Grants Payable BOY | $0 | GrantsPayableBOYAmt |
| Grants Payable EOY | $0 | GrantsPayableEOYAmt |
| Deferred Revenue BOY | $0 | DeferredRevenueBOYAmt |
| Deferred Revenue EOY | $0 | DeferredRevenueEOYAmt |
| Loans From Officers BOY | $0 | LoansFromOfficersBOYAmt |
| Loans From Officers EOY | $0 | LoansFromOfficersEOYAmt |
| Mortgages And Notes Payable BOY | $0 | MortgagesAndNotesPayableBOYAmt |
| Mortgages And Notes Payable EOY | $0 | MortgagesAndNotesPayableEOYAmt |
| Total Liabilities BOY | $137,130 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $203,000 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $346,184,859 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | $369,378,015 | NoDonorRstrNetAssestsEOYAmt |
| Donor Rstr Net Assets BOY | $0 | DonorRstrNetAssetsBOYAmt |
| Donor Rstr Net Assets EOY | $0 | DonorRstrNetAssetsEOYAmt |
| Capital Stock BOY | $0 | CapitalStockBOYAmt |
| Capital Stock EOY | $0 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $0 | RetainedEarningBOYAmt |
| Retained Earning EOY | $0 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $346,184,859 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $369,378,015 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $346,321,989 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $369,581,015 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $346,184,859 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $16,644,423 | ExcessRevenueOverExpensesAmt |
| Other Increases | $6,548,733 | OtherIncreasesAmt |
| Subtotal | $369,378,015 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $369,378,015 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (3 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | Gross Sales PriceGrossSalesPriceAmt | DepreciationDepreciationAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Excess FMV Over Adjusted BssExcessFMVOverAdjustedBssAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| Publicly Traded Securities | P | $43,485,316 | $0 | $12,363,195 | $31,122,121 | $0 | $31,122,121 |
| Money Market | P | $44,029,247 | $0 | $44,029,247 | $0 | $0 | $0 |
| Real Estate Investment | P | $8,118,911 | $0 | $3,871,068 | $4,247,843 | $0 | $4,247,843 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $35,369,964 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $594,918 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $594,918 | SubtotalAmt |
| Tax Based On Investment Income | $594,918 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $598,028 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Total Payments And Credits | $598,028 | TotalPaymentsAndCreditsAmt |
| Overpayment | $3,110 | OverpaymentAmt |
| Applied To ES Tax | $3,110 | AppliedToESTaxAmt |
| Refund | $0 | RefundAmt |
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 | Yes (true) | UnrelatedBusIncmOverLimitInd |
| Form990 T Filed | Yes (true) | Form990TFiledInd |
| 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 | Yes (true) | OwnControlledEntityInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
| Website Address | WWW.THEJEWISHFOUNDATION.ORG | WebsiteAddressTxt |
| Individual With Books | TERESA HAUGHT | IndividualWithBooksNm |
| Phone | 5132141204 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 8044 MONTGOMERY ROAD SUITE 516 | AddressLine1Txt |
| City | CINCINNATI | CityNm |
| State Abbreviation | OH | StateAbbreviationCd |
| ZIP | 45236 | 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 |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (12 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 |
|---|---|---|---|---|---|---|---|---|
| Adam Symson | ||||||||
| 8044 Montgomery Road | Cincinnati | OH | 45236 | Trustee | 2.00 | $0 | $0 | $0 |
| Guy Peri | ||||||||
| 8044 Montgomery Road | Cincinnati | OH | 45236 | Trustee | 2.00 | $0 | $0 | $0 |
| Ronna Schneider | ||||||||
| 8044 Montgomery Road | Cincinnati | OH | 45236 | Trustee | 2.00 | $0 | $0 | $0 |
| Walter H Solomon | ||||||||
| 8044 Montgomery Road | Cincinnati | OH | 45236 | Board Chairperson | 5.00 | $0 | $0 | $0 |
| Ernesto Levy | ||||||||
| 8044 Montgomery Road | Cincinnati | OH | 45236 | Trustee | 2.00 | $0 | $0 | $0 |
| Tedd Friedman | ||||||||
| 8044 Montgomery Road | Cincinnati | OH | 45236 | Trustee | 2.00 | $0 | $0 | $0 |
| Ed Frankel | ||||||||
| 8044 Montgomery Road | Cincinnati | OH | 45236 | VP of Investments | 4.00 | $0 | $0 | $0 |
| Rachel Faust | ||||||||
| 8044 Montgomery Road | Cincinnati | OH | 45236 | Secretary | 2.00 | $0 | $0 | $0 |
| Sandra P Kaltman | ||||||||
| 8044 Montgomery Road | Cincinnati | OH | 45236 | TREASURER AND FINANCE & AUDIT COMMITTEE CHAIRPERSON | 3.00 | $0 | $0 | $0 |
| Brian Jaffee | ||||||||
| 8044 Montgomery Road Suite 516 | Cincinnati | OH | 45236 | Chief Executive Officer | 55.00 | $397,100 | $102,881 | $1,374 |
| Debbie Brant | ||||||||
| 8044 Montgomery Road | Cincinnati | OH | 45236 | Trustee | 2.00 | $0 | $0 | $0 |
| Robert Kahn MD | ||||||||
| 8044 Montgomery Road | Cincinnati | OH | 45236 | Trustee | 2.00 | $0 | $0 | $0 |
Compensation Highest Paid Empl CompensationHighestPaidEmplGrp (5 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee BenefitsEmployeeBenefitsAmt | Expense AccountExpenseAccountAmt |
|---|---|---|---|---|---|---|---|---|
| Danniell Nadiv | ||||||||
| 8044 Montgomery Road | Cincinnati | OH | 45236 | Chief Prog Officer | 50.00 | $208,000 | $69,818 | $0 |
| Kim Newstadt | ||||||||
| 8044 Montgomery Road | Cincinnati | OH | 45236 | DIR RESEARCH / LEARN | 40.00 | $142,000 | $57,132 | $0 |
| Lauren Seal | ||||||||
| 8044 Montgomery Road | Cincinnati | OH | 45236 | SR EXECUTIVE ASST | 40.00 | $114,592 | $27,786 | $0 |
| Chloe Ifrergan | ||||||||
| 8044 Montgomery Road | Cincinnati | OH | 45236 | Program Offcer | 40.00 | $82,500 | $19,020 | $0 |
| Teresa Haught | ||||||||
| 8044 Montgomery Road | Cincinnati | OH | 45236 | CFO | 50.00 | $240,500 | $75,273 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Employee Paid Over50k | 2 | OtherEmployeePaidOver50kCnt |
Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp (5 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Service TypeServiceTypeTxt | CompensationCompensationAmt | Address Line1ForeignAddress/AddressLine1Txt | Address Line2ForeignAddress/AddressLine2Txt | CityForeignAddress/CityNm | Province Or StateForeignAddress/ProvinceOrStateNm | CountryForeignAddress/CountryCd | Foreign PostalForeignAddress/ForeignPostalCd |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Adams Street Partners LLC | |||||||||||
| One North Wacker Drive Suite 2700 | Chicago | IL | 606062823 | Investment | $477,484 | ||||||
| Callan LLC | |||||||||||
| 1 Bush Street | San Francisco | CA | 94104 | Investment | $225,000 | ||||||
| Rosov Consulting LLC | |||||||||||
| 2095 Rose Street Suite 101 | Berkley | CA | 947091997 | Consulting | $166,143 | ||||||
| Atlas Enhanced Fund Ltd | |||||||||||
| Investment | $154,049 | c/0 SSC Fund Services Cayman Ltd | 45 Market Street Ste 3205 2nd FL | Gardenia Court Camana Bay | George Town, Gran | CJ | KY19003 | ||||
| Trive Capital | |||||||||||
| 2021 McKinney Avenue Suite 1200 | Dallas | TX | 75201 | INVESTMENT | $141,922 | ||||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contractor Paid Over50k | 8 | ContractorPaidOver50kCnt |
Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | GRANTMAKING METRICS & EVALUATION | Description1Txt |
| Expenses1 | $170,794 | Expenses1Amt |
| Description2 | ENGAGING FAMILIES WITH YOUNG CHILDREN | Description2Txt |
| Expenses2 | $106,184 | Expenses2Amt |
| Description3 | ENHANCED MENTAL HEALTH WELLBEING | Description3Txt |
| Expenses3 | $56,740 | Expenses3Amt |
| Description4 | CHARITABLE PURPOSE REAL ESTATE | Description4Txt |
| Expenses4 | $22,611 | Expenses4Amt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $522,604,211 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $534,931 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $193,987 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $523,333,129 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Adjusted Total FMV Of Unused Ast | $523,333,129 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $7,849,997 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $515,483,132 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $25,774,157 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $25,774,157 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $594,918 | TaxBasedOnInvestmentIncomeAmt |
| Income Tax | $0 | IncomeTaxAmt |
| Total Tax | $594,918 | TotalTaxAmt |
| Distributable Before Adj | $25,179,239 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $146,267 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $25,325,506 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $25,325,506 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $25,612,520 | 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 | $25,612,520 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $25,325,506 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $23,397,508 | UndistributedIncomePYAmt |
| Prior Year3 | 2020 | PriorYear3Yr |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $0 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $0 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $0 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $0 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $0 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $25,612,520 | QualifyingDistributionsAmt |
| Applied To Year1 | $23,397,508 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $2,215,012 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $0 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $23,110,494 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $0 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $0 | ExcessFromYear4Amt |
| Excess From Year3 | $0 | ExcessFromYear3Amt |
| Excess From Year2 | $0 | ExcessFromYear2Amt |
| Excess From Year1 | $0 | ExcessFromYear1Amt |
| Excess From Current Year | $0 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | NOT APPLICABLE | ContributingManagerNm |
| Shareholder Manager | NOT APPLICABLE | ShareholderManagerNm |
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | THE JEWISH FOUNDATION OF CINCINNATI | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 8044 MONTGOMERY ROAD SUITE 516 | AddressLine1Txt |
| City | CINCINNATI | CityNm |
| State Abbreviation | OH | StateAbbreviationCd |
| ZIP | 45236 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 5132141200 | RecipientPhoneNum |
| Form And Info And Materials | COMPLETE THE FOUNDATION'S GRANT PROPOSAL WHICH INCLUDES A CASE STATEMENT, GOALS AND OBJECTIVES, ACTIVITIES, TIMELINES, STAFFING, BUDGET, ANTICIPATED OUTCOMES AND MEASUREMENT AS WELL AS IRS DETERMINATION LETTER. | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | NO SUBMISSION DEADLINES. DATE DETERMINES ON WHICH BOARD DOCKET THE GRANT PROPOSAL IS REVIEWED. | SubmissionDeadlinesTxt |
| Restrictions On Awards | CHARITABLE ORGANIZATIONS PRIMARILY IN THE GREATER CINCINNATI AREA. | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (37 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| Academic Engagement Network | |||||||
| 1100 17th Street NW Suite 700 | Washington | DC | 20036 | NONE | PC | UC Faculty Delegation to Israel 2025 | $50,000 |
| B'nai B'rith Youth Organization Inc | |||||||
| 800 Eighth Street NW | Washington | DC | 20001 | NONE | PC | Cincinnati Teen Initiative Grant | $250,000 |
| Bon Secours Mercy Health Foundation | |||||||
| 1701 Mercy Health Pl | Cincinnati | OH | 45237 | NONE | PC | Jewish Hospital Pastoral Education Program | $25,000 |
| Camp Livingston | |||||||
| 8485 Ridge Road | Cincinnati | OH | 45236 | NONE | PC | 2023 - 2025 Operating Support | $144,242 |
| Center for Jewish Living & Learn Inc | |||||||
| 3977 Hunt Road | Cincinnati | OH | 45236 | NONE | PC | Friendship Circle JLI Israel Trip Subsidy | $55,500 |
| Chabad at Miami University | |||||||
| 111 E Spring Street | Oxford | OH | 45056 | NONE | PC | Campus Engagement | $25,000 |
| Cincinnati Ballet Company Inc | |||||||
| 1801 Gilbert Avenue | Cincinnati | OH | 45202 | NONE | PC | "Our Story" Production Ancillary Events | $48,435 |
| Cincinnati Community Kollel | |||||||
| 2241 Losantiville Avenue | Cincinnati | OH | 45237 | NONE | PC | Capacity Building Grant | $100,000 |
| Cincinnati Hebrew Day School | |||||||
| 2222 Losantiville Avenue | Cincinnati | OH | 45237 | NONE | PC | 2022 - 2026 Operating Support Emergency Request: HVAC Needs | $1,494,250 |
| Cincinnati Opera Association | |||||||
| 1243 Elm Street | Cincinnati | OH | 45202 | NONE | PC | Fiddler on the Roof Production | $75,000 |
| Community Congregations | |||||||
| 8044 Montgomery Road Suite 516 | Cincinnati | OH | 45236 | NONE | PC | Operating Grants | $1,743,380 |
| Greater Cincinnati Foundation | |||||||
| 720 E Pete Rose Way Suite 120 | Cincinnati | OH | 45202 | NONE | PC | HEY! Regional Youth Mental Well-Being Strategy | $100,000 |
| Hillel Foundation at Miami University | |||||||
| 11 E Walnut Street | Oxford | OH | 45056 | NONE | PC | Campus Engagement Staffing | $70,000 |
| Hillel of University of Cincinnati | |||||||
| 2615 Clifton Avenue | Cincinnati | OH | 45220 | NONE | PC | Campus Outreach Initiative October 7th Vigil Security | $150,823 |
| Isaac M Wise Temple | |||||||
| 8329 Ridge Road | Cincinnati | OH | 45236 | NONE | PC | Home Base Grant | $16,135 |
| ish | |||||||
| 6144 Grand Vista | Cincinnati | OH | 45213 | NONE | PC | Birds of a Feather | $15,500 |
| Community Shares of Greater Cincinnati | |||||||
| 315 W Court Street | Cincinnati | OH | 45202 | NONE | PC | elech | $15,000 |
| Jewfolk Media Inc | |||||||
| 2909 S Wayzata Blvd | Minneapolis | MN | 55495 | NONE | PC | Cincy Jewfolk Operating Support | $50,000 |
| Jewish Cemeteries of Greater Cincinnati | |||||||
| 3400 Montgomery Road | Cincinnati | OH | 45207 | NONE | PC | Capital Campaign Grant | $200,000 |
| Jewish Discovery Center of Ohio Inc | |||||||
| 7587 Central Parke Blvd | Mason | OH | 45040 | NONE | PC | Chai Tots Early Childhood Center Operating Support ECE Professional Development | $212,000 |
| Jewish Family Service | |||||||
| 9395 Kenwood Road Suite 100 | Cincinnati | OH | 45242 | NONE | PC | K'vod Operating Support Youth Mental Health Expansion Initiative | $1,991,437 |
| Jewish Federation of Cincinnati | |||||||
| 8499 Ridge Road | Cincinnati | OH | 45236 | NONE | PC | Cincy Journeys - Israel Travel and Overnight Jewish Camping 2025 Annual Campaign Matching Contribution Connecting Community Priorities to Philanthropy Operating Grant Talent Management Initiative "Strengthening Individual Giving Fundraising" Capacity Building Initiative Community Buildings & Maintenance SAFE Cincinnati Shared Business Services Indigent Burial Fund | $8,228,288 |
| Jewish Fertility Foundation LLC | |||||||
| 60 Lenox Pointe NE | Atlanta | GA | 30324 | NONE | PC | Cincinnati Initiative Pathway to Parenthood | $57,500 |
| Judaism Unbound | |||||||
| 4914 Cooper Road | Cincinnati | OH | 45242 | NONE | PC | Judaism Inbound: Fostering a Sense of Jewish Belonging | $40,000 |
| JVS - Careers | |||||||
| 4540 Cooper Road Suite 300 | Cincinnati | OH | 45242 | NONE | PC | Operating Support | $301,500 |
| Lachey Arts | |||||||
| 5517 Fair Lane | Cincinnati | OH | 45227 | NONE | PC | label.less 2025 Production | $25,000 |
| Mayerson JCC | |||||||
| 8485 Ridge Road | Cincinnati | OH | 45236 | NONE | PC | Operating Support Short-term Capital needs Campus Repairs - Rockdale Temple Jewish Community Night at the Reds ECE Professional Development JLIVE Expansion | $2,910,335 |
| Mem Global | |||||||
| 5802 Monroe Road | Charlotte | NC | 28212 | NONE | PC | Operating Support for Cincinnati House | $45,000 |
| Rabbinical Yeshiva of Cincinnati | |||||||
| 1863 Section Road | Cincinnati | OH | 45237 | NONE | PC | Scholarships Grant | $36,000 |
| Rockwern Academy | |||||||
| 8401 Montgomery Road | Cincinnati | OH | 45236 | NONE | PC | 2025 and 2026 Operating Support Division of Adulting ECE Professional Development | $4,184,812 |
| School Board School | |||||||
| 4089 S Langland Street | Cincinnati | OH | 45202 | NONE | PC | Meeting Demand & Expanding our Impact | $50,000 |
| Shelanu | |||||||
| 8501 Ridge Avenue | Cincinnati | OH | 45236 | NONE | PC | Operating Support | $75,000 |
| Shabbat Project Inc | |||||||
| 228 Park Avenue South Suite 77191 | New York | NY | 10003 | NONE | PC | Cincy OneTable Operating Grant | $60,000 |
| theatre dybbuk | |||||||
| PO Box 292576 | Los Angeles | CA | 90029 | NONE | PC | Residency at Mayerson JCC | $50,000 |
| The Civics Center a project of Community Partners | |||||||
| 1000 N Almeda Street Suite 240 | Los Angeles | CA | 90012 | NONE | PC | Southwest Ohio Expansion Support | $25,000 |
| United Way of Greater Cincinnati | |||||||
| 2400 Reading Road | Cincinnati | OH | 45202 | NONE | PC | 211 Program Support | $30,000 |
| University of Cincinnati Foundation | |||||||
| PO Box 19970 | Cincinnati | OH | 45219 | NONE | PC | Shared Hebrew Instructor for HUC-JIR Cincinnati and University of Cincinnati | $25,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $22,975,137 | TotalGrantOrContriPdDurYrAmt |
Grant Or Contri Apprv For Fut GrantOrContriApprvForFutGrp (24 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| B'nai B'rith Youth Organization Inc | |||||||
| 800 Eighth Street NW | Washington | DC | 20001 | None | PC | Teen Initiative Grant | $425,000 |
| Bon Secours Mercy Health Foundation | |||||||
| 1701 Mercy Health Place | Cincinnati | OH | 45237 | None | PC | Jewish Hospital Pastoral Education Program | $50,000 |
| Camp Livingston | |||||||
| 8485 Ridge Road | Cincinnati | OH | 45236 | None | PC | 2023 - 2025 Operating Support | $72,121 |
| Cincinnati Community Kollel | |||||||
| 2241 Losantiville Avenue | Cincinnati | OH | 45237 | None | PC | Scholars Support (2023 -2025) | $50,000 |
| Cincinnati Hebrew Day School | |||||||
| 2222 Losantiville Avenue | Cincinnati | OH | 45237 | None | PC | Fiscal Years 2022 - 2026 Operations Support Emergency Request HVAC Replacement | $1,950,000 |
| Cincinnati Museum Center | |||||||
| 1301 Western Avenue | Cincinnati | OH | 45203 | None | PC | Auschwitz: Not long ago. Not far away. | $100,000 |
| Community Congregations | |||||||
| 8044 Montgomery Road Suite 516 | Cincinnati | OH | 45236 | None | PC | 2024 - 2026 Operating Support | $2,502,100 |
| Community Shares of Greater Cincinnati | |||||||
| 315 W Court Street | Cincinnati | OH | 45202 | None | PC | Birds of a Feather Operating Support elech Operating Renewal | $30,500 |
| Greater Cincinnati Foundation | |||||||
| 720 E Pete Rose Way Suite 120 | Cincinnati | OH | 45202 | None | PC | HEY! Regional Youth Mental Well-Being Strategy | $100,000 |
| Hillel Foundation at Miami University | |||||||
| 11 E Walnut Street | Oxford | OH | 45056 | None | PC | Campus Engagement Staffing 2025-2026 | $70,000 |
| Hillel of University of Cincinnati | |||||||
| 2615 Clifton Avenue | Cincinnati | OH | 45220 | None | PC | Campus Engagement | $346,000 |
| Jewish Cemeteries of Greater Cincinnati | |||||||
| 3400 Montgomery Road | Cincinnati | OH | 45207 | None | PC | 2021 Capital Campaign | $200,000 |
| Jewish Discovery Center of Ohio Inc | |||||||
| 7587 Central Parke Blvd | Mason | OH | 45040 | None | PC | 2024 - 2025 Operating Support | $210,000 |
| Jewish Family Service | |||||||
| 9395 Kenwood Road Suite 100 | Cincinnati | OH | 45242 | None | PC | 2025 Operating Support Youth Mental Health | $2,588,983 |
| Jewish Federation of Cincinnati | |||||||
| 8499 Ridge Road | Cincinnati | OH | 45236 | None | PC | Talent Management Initiative Connecting Community Priorities to Philanthropy Operating Grant Community Buildings & Maintenance SAFE Cincinnati Shared Business Services 2025 Annual Campaign Matches | $18,269,628 |
| Jewish Fertility Foundation LLC | |||||||
| 60 Lenox Pointe NE | Atlanta | GA | 30324 | None | PC | Cincinnati Initiative | $45,000 |
| JVS Careers | |||||||
| 4540 Cooper Road Suite 300 | Cincinnati | OH | 45242 | None | PC | 2025 Operating Support | $172,500 |
| Mayerson JCC | |||||||
| 8485 Ridge Road | Cincinnati | OH | 45236 | None | PC | 2025 Operating Support Campus Repairs - Rockdale Temple JLIVE Expansion | $740,522 |
| Mem Global | |||||||
| 5802 Monroe Road | Charlotte | NC | 28212 | None | PC | Cincinnati Houses | $90,000 |
| Rockwern Academy | |||||||
| 8401 Montgomery Road | Cincinnati | OH | 45236 | None | PC | 2026 - 2028 Operating Support Division of Adulting 2024 - 2025 | $9,665,000 |
| Shabbat Project Inc | |||||||
| 228 Park Ave S Suite 77191 | New York | NY | 10003 | None | PC | OneTable Cincinnati Community Ambassador 2025-2027 | $150,000 |
| Shelanu | |||||||
| 8501 Ridge Avenue | Cincinnati | OH | 45236 | None | PC | Operating Support | $99,000 |
| University of Cinti Judaic Studies Dept | |||||||
| 51 Goodman Street PO Box 19970 | Cincinnati | OH | 45219 | None | PC | Shared Modern Hebrew instructor for HUC-JIR Cincinnati and University of Cincinnati | $25,000 |
| Xavier University | |||||||
| 3800 Victory Parkway | Cincinnati | OH | 45207 | None | PC | Public Policy Student Leadership Trips to Israel | $225,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Apprv Fut | $38,176,354 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $9,161,060 | ExclusionAmt |
Net Rntl Incm Re Not Debt Fincd Prop NetRntlIncmReNotDebtFincdProp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 16 | ExclusionCd |
| Exclusion | $2,777 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business | 901101 | BusinessCd |
| Unrelated Business Taxbl Incm | -$104,567 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | 18 | ExclusionCd |
| Exclusion | $35,474,531 | ExclusionAmt |
Other Revenue Described OtherRevenueDescribedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Recoveries of Qualifying Distributions | Desc |
| Related Or Exempt Function Incm | $146,267 | RelatedOrExemptFunctionIncmAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | -$104,567 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $44,638,368 | ExclusionAmt |
| Related Or Exempt Function Incm | $146,267 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $44,680,068 | 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 | ACCOUNTING FEES | CategoryTxt |
| Amt | $42,750 | Amt |
| Net Investment Income | $25,650 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $17,100 | DisbursementsCharitablePrpsAmt |
Depreciation Schedule DepreciationSchedule
Depreciation Property DepreciationPropertyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Property | PP&E | PropertyDesc |
| Current Year Expense | $27,775 | CurrentYearExpenseAmt |
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 FORM 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond | GLOBAL FIXED INCOME | BondNm |
| EOY Book Value | $119,681,161 | EOYBookValueAmt |
| EOYFMV | $117,648,177 | EOYFMVAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | GLOBAL EQUITY SECURITIES | StockNm |
| EOY Book Value | $185,203,492 | EOYBookValueAmt |
| EOYFMV | $351,789,450 | EOYFMVAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (3 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| HEDGE FUNDS | FMV | $25,000,000 | $29,812,878 |
| REAL ESTATE TRUSTS | FMV | $25,488,049 | $30,324,729 |
| PRIVATE CAPITAL | FMV | $11,134,187 | $13,376,159 |
Land Etc Schedule2 LandEtcSchedule2
Land Etc LandEtcGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | PPE | CategoryOrItemTxt |
| Cost Or Other Basis | $1,073,663 | CostOrOtherBasisAmt |
| Accumulated Depreciation | $155,982 | AccumulatedDepreciationAmt |
| Book Value | $917,681 | BookValueAmt |
| EOYFMV | $917,681 | EOYFMVAmt |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL FEES | CategoryTxt |
| Legal Fees | $39,343 | LegalFeesAmt |
| Net Investment Income | $12,109 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $30,220 | DisbursementsCharitablePrpsAmt |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | INTEREST RECEIVABLE | Desc |
| BOY Book Value | $195,528 | BOYBookValueAmt |
| EOY Book Value | $202,531 | EOYBookValueAmt |
| EOYFMV | $202,531 | EOYFMVAmt |
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 |
|---|---|---|---|---|
| COMPUTER EXPENSE | $74,650 | $3,374 | $0 | $66,552 |
| INSURANCE | $57,426 | $0 | $0 | $57,426 |
| REAL ESTATE EXPENSES | $1,458 | $1,458 | $0 | $0 |
| CHARITABLE PROGRAMMING | $427,151 | $0 | $0 | $420,671 |
| MISCELLANEOUS | $86,663 | $4,559 | $0 | $82,394 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Recoveries of Qualifying Distributions | Desc |
| Revenue And Expenses Per Books | $146,267 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail (2 entries)
| DescDesc | AmtAmt |
|---|---|
| REALIZED GAIN ON IN-KIND SHARE TRANSFER | $6,289,899 |
| INVESTMENT MANAGEMENT FEES | $258,834 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | CONSULTING FEES | CategoryTxt |
| Amt | $1,604,560 | Amt |
| Net Investment Income | $1,549,541 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $2,108 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| FEDERAL TAXES | $595,100 | $0 | $0 | $0 |
| STATE FILING FEE | $200 | $0 | $0 | $0 |