Can I apply?
The funder's latest Form 990-PF says it accepts applications. Read the instructions below before you write.
- How to apply
The funder's latest Form 990-PF says it accepts applications. Read the instructions below before you write.
Application policy: Accepts applications, as stated on the FY2020 return.
These lines count this foundation's own Form 990-PF returns that the IRS has published as data. An amended return replaces its original. They describe past returns only.
Application guidance comes from the funder's own Form 990-PF, Part XV (the section where a private foundation says how to apply), shown as filed. It is the funder's words, not ours. These fields are free text and the IRS form cuts them short. Filers sometimes put whole sentences in the contact-name box. Shown exactly as filed.
Giving by year
Total assets by year
| Year | Form | Revenue | Expenses | Giving | Assets | Net assets |
|---|---|---|---|---|---|---|
| FY2020 | 990-PF | $11,934,726 | $16,850,356 | $16,301,946 | $218,143,713 |
Figures are as reported on the e-filed return, with no restatement. Fiscal years are the funder's own tax year, labelled by the calendar year the period ends in. A blank line means the return does not carry that figure; a real zero shows as $0. When an amended return replaces an original, every figure here uses the amended return. The original is not shown. Giving is what the funder actually paid out toward its charitable purpose in the year (qualifying distributions on Form 990-PF, charitable disbursements otherwise). Assets are what it holds; giving is what moves.
Recipient focus areas
Where recipients are
Based on the 54% of grant rows we could match to an organization record. The rest stay as reported. The IRS assigns the NTEE category when it grants exemption. It often reflects the original filing, not today's giving.
| Recipient | Purpose | Amount | Year | Source |
|---|---|---|---|---|
| Mercy Health FoundationMatched to this organization because 17 grant-making charities wrote this name with its EIN. Source: Schedule I of their Form 990 returns, fiscal years 2020 to 2025. Counted Oct 9, 2026.Cincinnati, OH | Jewish Hospital Modernization and Graduate Medical education | $3,385,021 | 2019 |
Recipients are shown as the funder wrote them on the return. A recipient with a link was matched to an organization record; the rest stay as reported and are never guessed. Some links come from other funders' returns: when three or more of them wrote the same name and state with one EIN, and the city on this row matches, we use that EIN. The name on this row is still shown as this funder wrote it.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| Robert Brant | SECRETARY | 3.75 | $0 |
| Bret Caller | PRESIDENT | 11.25 | $0 |
| Arna Poupko Fisher | TRUSTEE | 3.75 | $0 |
| Ed Frankel | TRUSTEE |
From the officer list on the latest e-filed return. Compensation is as reported there; a blank means the return carries no figure.
| $217,785,768 |
| FY2019 | 990-PF | $18,696,404 | $16,874,572 | $15,980,207 | $222,901,910 | $222,475,999 |
| FY2018 | 990-PF | $16,711,006 | $15,878,091 | $15,615,425 | $220,518,007 | $220,428,427 |
| FY2016 | 990-PF | $10,183,030 | $13,439,090 | $12,928,619 | $212,784,909 | $212,651,807 |
| Mercy Health FoundationMatched to this organization because 17 grant-making charities wrote this name with its EIN. Source: Schedule I of their Form 990 returns, fiscal years 2020 to 2025. Counted Oct 9, 2026.Cincinnati, OH | Jewish Hospital Modernization and Graduate Medical Education | $3,255,702 | 2020 |
| MERCY HEALTH FOUNDATIONMatched to this organization because 17 grant-making charities wrote this name with its EIN. Source: Schedule I of their Form 990 returns, fiscal years 2020 to 2025. Counted Oct 9, 2026.CINCINNATI, OH | JEWISH HOSPITAL MODERNIZATION AND GRADUATE MEDICAL EDUCATION | $3,255,017 | 2018 |
| ROCKWERN ACADEMYMatched to this organization because 4 grant-making charities wrote this name with its EIN. Source: Schedule I of their Form 990 returns, fiscal years 2020 to 2025. Counted Oct 9, 2026.CINCINNATI, OH | TUITION GRANTS, MATCHING AND OPERATIONS SUPPORT, SECURITY PATROL | $3,127,270 | 2018 |
| Rockwern AcademyMatched to this organization because 4 grant-making charities wrote this name with its EIN. Source: Schedule I of their Form 990 returns, fiscal years 2020 to 2025. Counted Oct 9, 2026.Cincinnati, OH | 2018/2019 and 2019/2020 Operations Support | $3,028,902 | 2019 |
| Jewish Federation of CincinnatiCincinnati, OH | Philanthropic Fund | $2,500,000 | 2020 |
| ROCKWERN ACADEMYMatched to this organization because 4 grant-making charities wrote this name with its EIN. Source: Schedule I of their Form 990 returns, fiscal years 2020 to 2025. Counted Oct 9, 2026.CINCINNATI, OH | TUITION GRANTS, MATCHING AND OPERATIONS SUPPORT | $1,787,136 | 2016 |
| CINCINNATI HEBREW DAY SCHOOLCINCINNATI, OH | 2017/18 SCHOOL YEAR OPERATING SUPPORT | $1,655,534 | 2018 |
| CINCINNATI HEBREW DAY SCHOOLCINCINNATI, OH | CAPACITY BUILDING, MATCHING AND OPERATING SUPPORT | $1,649,533 | 2016 |
| Community CongregationsCincinnati, OH | Educational Programming, Congregational Excellence, Engagement and Sustainability | $1,404,640 | 2019 |
| Rockwern AcademyMatched to this organization because 4 grant-making charities wrote this name with its EIN. Source: Schedule I of their Form 990 returns, fiscal years 2020 to 2025. Counted Oct 9, 2026.Cincinnati, OH | 2019/2020 Operations Support | $1,377,200 | 2020 |
| Mayerson JCCMatched to this organization because 8 grant-making charities wrote this name with its EIN. Source: Schedule I of their Form 990 returns, fiscal years 2020 to 2024. Counted Oct 9, 2026.Cincinnati, OH | 2018 and 2019 Operations | $1,322,500 | 2019 |
| JEWISH FEDERATION OF CINCINNATICINCINNATI, OH | CINCINNATI CONGREGATION AND COMMUNITY MISSION TRIP TO ISRAEL | $1,286,978 | 2016 |
| COMMUNITY CONGREGATIONSCINCINNATI, OH | CONGREGATIONAL EXCELLENCE, ENGAGEMENT AND SUSTAINABILITY | $1,236,724 | 2016 |
| MERCY HEALTH FOUNDATIONMatched to this organization because 17 grant-making charities wrote this name with its EIN. Source: Schedule I of their Form 990 returns, fiscal years 2020 to 2025. Counted Oct 9, 2026.CINCINNATI, OH | JEWISH HOSPITAL MODERNIZATION AND GRADUATE MEDICAL EDUCATION | $1,201,578 | 2016 |
| Community CongregationsCincinnati, OH | Educational Programming, Congregational Excellence, Engagement and Sustainability | $1,198,563 | 2020 |
| HEBREW UNION COLLEGE-JEWISH INSTITUTE OF RELIGIONCINCINNATI, OH | JEWISH FOUNDATION RABBINIC FELLOWS PROGRAM AND OFFICE OF RECRUITMENT/COMMUNITY ENGAGEMENT | $1,050,000 | 2016 |
| Hebrew Union College - JIRCincinnati, OH | Jewish Foundation Rabbinic Fellows Program & OFFICE OF RECRUITMENT/COMMUNITY ENGAGEMENT | $993,301 | 2020 |
| COMMUNITY CONGREGATIONSCINCINNATI, OH | Educational Programming, Congregational Excellence, Engagement and Sustainability | $960,320 | 2018 |
| JEWISH FEDERATION OF CINCINNATICINCINNATI, OH | SHARED BUSINESS SERVICES | $916,650 | 2018 |
| HEBREW UNION COLLEGE-JEWISH INSTITUTE OF RELIGIONCINCINNATI, OH | JEWISH FOUNDATION RABBINIC FELLOWS PROGRAM & OFFICE OF RECRUITMENT/COMMUNITY ENGAGEMENT | $833,962 | 2018 |
| Cincinnati Hebrew Day SchoolCincinnati, OH | 2019/2020 Operations | $820,500 | 2020 |
| Cincinnati Hebrew Day SchoolCincinnati, OH | 2019/2020 Operations | $763,000 | 2019 |
| Jewish Federation of CincinnatiCincinnati, OH | Shared Business Services | $633,200 | 2019 |
| JVS Career ServicesCincinnati, OH | 2019 and 2020 Operations | $591,839 | 2020 |
| 3.75 |
| $0 |
| Beth Guttman | IMMEDIATE PAST PRESIDENT | 3.75 | $0 |
| Brian Jaffee | EXECUTIVE DIRECTOR | 40.0 | $254,158 |
| Gloria Lipson | TRUSTEE | 3.75 | $0 |
| Leslie Newman | TRUSTEE | 3.75 | $0 |
| Michael Oestreicher | TRUSTEE | 3.75 | $0 |
| Guy Peri | TRUSTEE | 3.75 | $0 |
| J David Rosenberg | VP OF INVESTMENT & FINANCE | 3.75 | $0 |
| John Stein | TRUSTEE | 3.75 | $0 |
Nearest by size, location and giving pattern in the database. Geography weighs heavily. Treat it as a starting list, not a ranking of fit.