NEW ALBANY COMMUNITY FOUNDATION: Form 990, tax year 2021

View the entire original 990 at ProPublica ↗

Organization: NEW ALBANY COMMUNITY FOUNDATION (EIN 31-1409264)
Tax period: 2021-07-01 to 2022-06-30
Filed: 2023-02-22
IRS object ID: 202320539349300907
Schema version: 2021v4.2
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
Schedule A
Schedule B
Schedule D
Schedule I
Schedule J
Schedule M
Schedule O

Return header ReturnHeader

Field	Value	IRS element (for citing)
Return	2023-02-22T08:23:40-06:00	ReturnTs
Tax Period End	2022-06-30	TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

Field	Value	IRS element (for citing)
Preparer Firm EIN	314419361	PreparerFirmEIN

Preparer Firm Name PreparerFirmName

Field	Value	IRS element (for citing)
Business Name Line1	JOHN GERLACH & COMPANY LLC	BusinessNameLine1Txt

Preparer US Address PreparerUSAddress

Field	Value	IRS element (for citing)
Address Line1	1500 LAKE SHORE DRIVE STE 220	AddressLine1Txt
City	COLUMBUS	CityNm
State Abbreviation	OH	StateAbbreviationCd
ZIP	43204	ZIPCd

Field	Value	IRS element (for citing)
Return Type	990	ReturnTypeCd
Tax Period Begin	2021-07-01	TaxPeriodBeginDt

Filer Filer

Field	Value	IRS element (for citing)
EIN	311409264	EIN

Business Name BusinessName

Field	Value	IRS element (for citing)
Business Name Line1	THE NEW ALBANY COMMUNITY FOUNDATION	BusinessNameLine1Txt

Field	Value	IRS element (for citing)
Business Name Control	NEWA	BusinessNameControlTxt
Phone	6149398150	PhoneNum

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	220 MARKET STREET	AddressLine1Txt
City	NEW ALBANY	CityNm
State Abbreviation	OH	StateAbbreviationCd
ZIP	43054	ZIPCd

Business Officer BusinessOfficerGrp

Field	Value	IRS element (for citing)
Person	J CRAIG MOHRE	PersonNm
Person Title	PRESIDENT	PersonTitleTxt
Phone	6149398150	PhoneNum
Signature	2023-02-07	SignatureDt
Discuss With Paid Preparer	Yes (1)	DiscussWithPaidPreparerInd

Signing Officer SigningOfficerGrp

Person Full Name PersonFullName

Field	Value	IRS element (for citing)
Person First	J	PersonFirstNm
Person Last	CRAIG MOHRE	PersonLastNm

Field	Value	IRS element (for citing)
SSN	999009999	SSN

Preparer Person PreparerPersonGrp

Field	Value	IRS element (for citing)
Preparer Person	TJ CONGER CPA	PreparerPersonNm
PTIN	P00068140	PTIN
Phone	6142242164	PhoneNum
Preparation	2023-02-07	PreparationDt

Additional Filer Information AdditionalFilerInformation

Trusted Customer TrustedCustomerGrp

Field	Value	IRS element (for citing)
Trusted Customer	3	TrustedCustomerCd
Authentication Assurance Level	AAL1	AuthenticationAssuranceLevelCd
Identity Assurance Level	IAL1	IdentityAssuranceLevelCd

Field	Value	IRS element (for citing)
Tax	2021	TaxYr
Build TS	2023-03-07 01:45:13Z	BuildTS

Form 990 IRS990

Field	Value	IRS element (for citing)
Principal Officer	J CRAIG MOHRE	PrincipalOfficerNm

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	220 MARKET STREET	AddressLine1Txt
City	NEW ALBANY	CityNm
State Abbreviation	OH	StateAbbreviationCd
ZIP	43054	ZIPCd

Field	Value	IRS element (for citing)
Gross Receipts	$7,997,236	GrossReceiptsAmt
Group Return For Affiliates	0	GroupReturnForAffiliatesInd
Organization501c3	Yes (X)	Organization501c3Ind
Website Address	NEWALBANYFOUNDATION.ORG	WebsiteAddressTxt
Type Of Organization Corp	Yes (X)	TypeOfOrganizationCorpInd
Formation	1994	FormationYr
Legal Domicile State	OH	LegalDomicileStateCd
Activity Or Mission	THE FOUNDATION'S MISSION IS TO IMPROVE NEW ALBANY FOR THE BENEFIT OF ALL ITS CITIZENS.	ActivityOrMissionDesc
Voting Members Governing Body	14	VotingMembersGoverningBodyCnt
Voting Members Independent	14	VotingMembersIndependentCnt
Total Employee	3	TotalEmployeeCnt
Total Volunteers	16	TotalVolunteersCnt
Total Gross UBI	$0	TotalGrossUBIAmt
Net Unrelated Bus Txbl Incm	$0	NetUnrelatedBusTxblIncmAmt
PY Contributions Grants	$11,957,714	PYContributionsGrantsAmt
CY Contributions Grants	$7,839,050	CYContributionsGrantsAmt
PY Program Service Revenue	$67,200	PYProgramServiceRevenueAmt
CY Program Service Revenue	$75,840	CYProgramServiceRevenueAmt
PY Investment Income	$179	PYInvestmentIncomeAmt
CY Investment Income	$96	CYInvestmentIncomeAmt
PY Other Revenue	$0	PYOtherRevenueAmt
CY Other Revenue	$0	CYOtherRevenueAmt
PY Total Revenue	$12,025,093	PYTotalRevenueAmt
CY Total Revenue	$7,914,986	CYTotalRevenueAmt
PY Grants And Similar Paid	$10,427,366	PYGrantsAndSimilarPaidAmt
CY Grants And Similar Paid	$6,517,631	CYGrantsAndSimilarPaidAmt
PY Benefits Paid To Members	$0	PYBenefitsPaidToMembersAmt
CY Benefits Paid To Members	$0	CYBenefitsPaidToMembersAmt
PY Salaries Comp Emp Bnft Paid	$475,796	PYSalariesCompEmpBnftPaidAmt
CY Salaries Comp Emp Bnft Paid	$499,975	CYSalariesCompEmpBnftPaidAmt
PY Total Prof Fndrsng Expns	$0	PYTotalProfFndrsngExpnsAmt
CY Total Prof Fndrsng Expns	$0	CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense	$310,958	CYTotalFundraisingExpenseAmt
PY Other Expenses	$777,145	PYOtherExpensesAmt
CY Other Expenses	$1,451,764	CYOtherExpensesAmt
PY Total Expenses	$11,680,307	PYTotalExpensesAmt
CY Total Expenses	$8,469,370	CYTotalExpensesAmt
PY Revenues Less Expenses	$344,786	PYRevenuesLessExpensesAmt
CY Revenues Less Expenses	-$554,384	CYRevenuesLessExpensesAmt
Total Assets BOY	$22,837,707	TotalAssetsBOYAmt
Total Assets EOY	$19,894,351	TotalAssetsEOYAmt
Total Liabilities BOY	$1,671,229	TotalLiabilitiesBOYAmt
Total Liabilities EOY	$1,257,632	TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY	$21,166,478	NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY	$18,636,719	NetAssetsOrFundBalancesEOYAmt
Info In Schedule O Part III	Yes (X)	InfoInScheduleOPartIIIInd
Mission	TO BUILD THE RESOURCES NECESSARY TO BE A CATALYST FOR, A CONVENER OF AND AN INVESTOR IN INITIATIVES THAT PERPETUATE THE VISION SHARED BY THE COMMUNITY, OUR DONORS AND VISIONARIES.	MissionDesc
Significant New Program Srvc	Yes (1)	SignificantNewProgramSrvcInd
Significant Change	0	SignificantChangeInd
Expense	$2,143,377	ExpenseAmt
Grant	$1,583,375	GrantAmt
Desc	ARTS AND HUMANITIES	Desc

Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp

Field	Value	IRS element (for citing)
Expense	$257,307	ExpenseAmt
Revenue	$34,840	RevenueAmt
Desc	THE ANNUAL REMARKABLE EVENING EVENT PROVIDES INTELLECTUALLY STIMULATING AND ENTERTAINING PROGRAMMING FOR THE CITIZENS OF NEW ALBANY WHILE SUPPORTING WORTHY COMMUNITY CAUSES. LAST FALL, MORE THAN 250 GUESTS ATTENDED THIS EVENT. IN ADDITION TO REVENUE OF $34,840, THE EVENT GENERATED CONTRIBUTION REVENUE OF $1,438,196, REPORTED ON LINE 1F OF PART VIII.	Desc

Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp

Field	Value	IRS element (for citing)
Expense	$486,815	ExpenseAmt
Revenue	$41,000	RevenueAmt
Desc	THE AMPHITHEATER EVENTS PROGRAM WAS CREATED TO PROVIDE VIBRANT MUSIC, THEATER, BALLET AND OTHER PERFORMING ARTS TO THE CITIZENS OF NEW ALBANY. THE EVENTS INCLUDE THE AMPHITHEATER BENEFIT, AMPHITHEATER PERFORMANCE SERIES, AND FAMILY FLICK NIGHTS. IN ADDITION TO TICKET REVENUE OF $41,000, THE EVENTS GENERATED CONTRIBUTION REVENUE OF $399,644, REPORTED ON LINE 1F OF PART VIII.	Desc

Prog Srvc Accom Acty Other ProgSrvcAccomActyOtherGrp (3 entries)

ExpenseExpenseAmt	GrantGrantAmt	DescDesc
$232,936	$172,077	HEALTH
$4,504,931	$4,504,459	GENERAL PHILANTHROPY
$348,869	$257,720	EDUCATION

Field	Value	IRS element (for citing)
Total Other Prog Srvc Expense	$5,086,736	TotalOtherProgSrvcExpenseAmt
Total Other Prog Srvc Grant	$4,934,256	TotalOtherProgSrvcGrantAmt
Total Program Service Expenses	$7,974,235	TotalProgramServiceExpensesAmt
Described In Section501c3	Yes (1)	DescribedInSection501c3Ind
Schedule B Required	Yes (1)	ScheduleBRequiredInd
Political Campaign Acty	0	PoliticalCampaignActyInd
Lobbying Activities	0	LobbyingActivitiesInd
Subject To Proxy Tax	0	SubjectToProxyTaxInd
Donor Advised Fund	0	DonorAdvisedFundInd
Conservation Easements	0	ConservationEasementsInd
Collections Of Art	0	CollectionsOfArtInd
Credit Counseling	0	CreditCounselingInd
Donor Rstr Or Quasi Endowments	0	DonorRstrOrQuasiEndowmentsInd
Report Land Building Equipment	Yes (1)	ReportLandBuildingEquipmentInd
Report Investments Other Sec	0	ReportInvestmentsOtherSecInd
Report Program Related Invst	0	ReportProgramRelatedInvstInd
Report Other Assets	Yes (1)	ReportOtherAssetsInd
Report Other Liabilities	Yes (1)	ReportOtherLiabilitiesInd
Include FIN48 Footnote	Yes (1)	IncludeFIN48FootnoteInd
Independent Audit Fincl Stmt	Yes (1)	IndependentAuditFinclStmtInd
Consolidated Audit Fincl Stmt	0	ConsolidatedAuditFinclStmtInd
School Operating	0	SchoolOperatingInd
Foreign Office	0	ForeignOfficeInd
Foreign Activities	0	ForeignActivitiesInd
More Than5000 K To Org	0	MoreThan5000KToOrgInd
More Than5000 K To Individuals	0	MoreThan5000KToIndividualsInd
Professional Fundraising	0	ProfessionalFundraisingInd
Fundraising Activities	0	FundraisingActivitiesInd
Gaming Activities	0	GamingActivitiesInd
Operate Hospital	0	OperateHospitalInd
Grants To Organizations	Yes (1)	GrantsToOrganizationsInd
Grants To Individuals	0	GrantsToIndividualsInd
Schedule J Required	Yes (1)	ScheduleJRequiredInd
Tax Exempt Bonds	0	TaxExemptBondsInd
Engaged In Excess Benefit Trans	0	EngagedInExcessBenefitTransInd
PY Excess Benefit Trans	0	PYExcessBenefitTransInd
Loan Outstanding	0	LoanOutstandingInd
Grant To Related Person	0	GrantToRelatedPersonInd
Business Rln With Org Mem	0	BusinessRlnWithOrgMemInd
Business Rln With Fam Mem	0	BusinessRlnWithFamMemInd
Business Rln With35 Ctrl Ent	0	BusinessRlnWith35CtrlEntInd
Deductible Non Cash Contri	Yes (1)	DeductibleNonCashContriInd
Deductible Art Contribution	0	DeductibleArtContributionInd
Terminate Operations	0	TerminateOperationsInd
Partial Liquidation	0	PartialLiquidationInd
Disregarded Entity	0	DisregardedEntityInd
Related Entity	0	RelatedEntityInd
Related Organization Ctrl Ent	0	RelatedOrganizationCtrlEntInd
Trnsfr Exmpt Non Chrtbl Rltd Org	0	TrnsfrExmptNonChrtblRltdOrgInd
Activities Conducted Prtshp	0	ActivitiesConductedPrtshpInd
Schedule O Required	Yes (1)	ScheduleORequiredInd
IRP Document	11	IRPDocumentCnt
IRP Document W2 G	0	IRPDocumentW2GCnt
Backup Wthld Compliance	Yes (1)	BackupWthldComplianceInd
Employee	3	EmployeeCnt
Employment Tax Returns Filed	Yes (1)	EmploymentTaxReturnsFiledInd
Unrelated Bus Incm Over Limit	0	UnrelatedBusIncmOverLimitInd
Foreign Financial Account	0	ForeignFinancialAccountInd
Prohibited Tax Shelter Trans	0	ProhibitedTaxShelterTransInd
Taxable Party Notification	0	TaxablePartyNotificationInd
Nondeductible Contributions	0	NondeductibleContributionsInd
Quid Pro Quo Contributions	Yes (1)	QuidProQuoContributionsInd
Quid Pro Quo Contri Discl	Yes (1)	QuidProQuoContriDisclInd
Form8282 Property Disposed Of	0	Form8282PropertyDisposedOfInd
Rcv Fnds To Pay Prsnl Bnft Cntrct	0	RcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft Cntrct	0	PayPremiumsPrsnlBnftCntrctInd
Indoor Tanning Services	0	IndoorTanningServicesInd
Subj To Tax Rmnrtn Ex Prcht Pymt	0	SubjToTaxRmnrtnExPrchtPymtInd
Subject To Excs Tax Net Invst Inc	0	SubjectToExcsTaxNetInvstIncInd
Info In Schedule O Part VI	Yes (X)	InfoInScheduleOPartVIInd
Governing Body Voting Members	14	GoverningBodyVotingMembersCnt
Independent Voting Member	14	IndependentVotingMemberCnt
Family Or Business Rln	Yes (1)	FamilyOrBusinessRlnInd
Delegation Of Mgmt Duties	0	DelegationOfMgmtDutiesInd
Change To Org Documents	0	ChangeToOrgDocumentsInd
Material Diversion Or Misuse	0	MaterialDiversionOrMisuseInd
Members Or Stockholders	0	MembersOrStockholdersInd
Election Of Board Members	0	ElectionOfBoardMembersInd
Decisions Subject To Approva	0	DecisionsSubjectToApprovaInd
Minutes Of Governing Body	Yes (1)	MinutesOfGoverningBodyInd
Minutes Of Committees	Yes (1)	MinutesOfCommitteesInd
Officer Mailing Address	0	OfficerMailingAddressInd
Local Chapters	0	LocalChaptersInd
Form990 Provided To Gvrn Body	Yes (1)	Form990ProvidedToGvrnBodyInd
Conflict Of Interest Policy	Yes (1)	ConflictOfInterestPolicyInd
Annual Disclosure Covered Prsn	Yes (1)	AnnualDisclosureCoveredPrsnInd
Regular Monitoring Enfrc	Yes (1)	RegularMonitoringEnfrcInd
Whistleblower Policy	Yes (1)	WhistleblowerPolicyInd
Document Retention Policy	0	DocumentRetentionPolicyInd
Compensation Process CEO	Yes (1)	CompensationProcessCEOInd
Compensation Process Other	0	CompensationProcessOtherInd
Investment In Joint Venture	0	InvestmentInJointVentureInd
States Where Copy Of Return Is Fld	OH	StatesWhereCopyOfReturnIsFldCd
Own Website	Yes (X)	OwnWebsiteInd
Other Website	Yes (X)	OtherWebsiteInd
Upon Request	Yes (X)	UponRequestInd

Books In Care Of Detail BooksInCareOfDetail

Business Name BusinessName

Field	Value	IRS element (for citing)
Business Name Line1	THE COLUMBUS FOUNDATION	BusinessNameLine1Txt

Field	Value	IRS element (for citing)
Phone	6142514000	PhoneNum

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	1234 EAST BROAD STREET	AddressLine1Txt
City	COLUMBUS	CityNm
State Abbreviation	OH	StateAbbreviationCd
ZIP	43205	ZIPCd

Form990 Part VII Section A Form990PartVIISectionAGrp (19 entries)

TitleTitleTxt	Average Hours Per WeekAverageHoursPerWeekRt	Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd	OfficerOfficerInd	Reportable Comp From OrgReportableCompFromOrgAmt	Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt	Other CompensationOtherCompensationAmt	Highest Compensated EmployeeHighestCompensatedEmployeeInd
EVERETT GALLAGHER
CHAIR	2.00	Yes (X)	Yes (X)	$0	$0	$0
HELGA HOUSTON
VICE CHAIR	2.00	Yes (X)	Yes (X)	$0	$0	$0
PAUL JUDGE
SECRETARY	2.00	Yes (X)	Yes (X)	$0	$0	$0
IRVING DENNIS
TREASURER (FROM 11/21)	1.00	Yes (X)	Yes (X)	$0	$0	$0
KENNETH J KREBS
TREASURER (THRU 10/21)	1.00	Yes (X)	Yes (X)	$0	$0	$0
LYNNE SMITH
IMMEDIATE PAST CHAIR	2.00	Yes (X)	Yes (X)	$0	$0	$0
DONNA AKINS
TRUSTEE	1.00	Yes (X)		$0	$0	$0
KEITH BEREND
TRUSTEE (THRU 12/21)	1.00	Yes (X)		$0	$0	$0
BILL EBBING
TRUSTEE	1.00	Yes (X)		$0	$0	$0
DAVID FEINBERG
TRUSTEE (FROM 01/22)	1.00	Yes (X)		$0	$0	$0
CHARLOTTE KESSLER
TRUSTEE	1.00	Yes (X)		$0	$0	$0
MARK MCCULLOUGH
TRUSTEE (THRU 07/21)	1.00	Yes (X)		$0	$0	$0
KIMBERLY LEE MINOR
TRUSTEE	1.00	Yes (X)		$0	$0	$0
LYNNE REDGRAVE
TRUSTEE	1.00	Yes (X)		$0	$0	$0
DAN SNYDER
TRUSTEE	1.00	Yes (X)		$0	$0	$0
J SCOTT TAYLOR
TRUSTEE	1.00	Yes (X)		$0	$0	$0
NANETTE NARDI TRIPLETT
TRUSTEE	1.00	Yes (X)		$0	$0	$0
J CRAIG MOHRE
PRESIDENT	50.00		Yes (X)	$268,000	$0	$8,960
MARCIA GABOR
VICE PRES/DIR BRANDING/VOLUNTEERISM	30.00			$125,808	$0	$4,600	Yes (X)

Field	Value	IRS element (for citing)
Total Reportable Comp From Org	$393,808	TotalReportableCompFromOrgAmt
Tot Reportable Comp Rltd Org	$0	TotReportableCompRltdOrgAmt
Total Other Compensation	$13,560	TotalOtherCompensationAmt
Indiv Rcvd Greater Than100 K	2	IndivRcvdGreaterThan100KCnt
Former Ofcr Employees Listed	0	FormerOfcrEmployeesListedInd
Total Comp Greater Than150 K	Yes (1)	TotalCompGreaterThan150KInd
Compensation From Other Srcs	0	CompensationFromOtherSrcsInd

Contractor Compensation ContractorCompensationGrp

Contractor Name ContractorName

Business Name BusinessName

Field	Value	IRS element (for citing)
Business Name Line1	HINSON LTD	BusinessNameLine1Txt

Contractor Address ContractorAddress

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	4016 TOWNSFAIR WAY STE 209	AddressLine1Txt
City	COLUMBUS	CityNm
State Abbreviation	OH	StateAbbreviationCd
ZIP	43219	ZIPCd

Field	Value	IRS element (for citing)
Services	PUBLIC RELATIONS	ServicesDesc
Compensation	$239,359	CompensationAmt

Field	Value	IRS element (for citing)
Cntrct Rcvd Greater Than100 K	1	CntrctRcvdGreaterThan100KCnt
Government Grants	$232,876	GovernmentGrantsAmt
All Other Contributions	$7,606,174	AllOtherContributionsAmt
Noncash Contributions	$82,277	NoncashContributionsAmt
Total Contributions	$7,839,050	TotalContributionsAmt

Program Service Revenue ProgramServiceRevenueGrp (2 entries)

DescDesc	BusinessBusinessCd	Total Revenue ColumnTotalRevenueColumnAmt	Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt
AMPHITHEATER EVENTS	713990	$41,000	$41,000
REMARKABLE EVENING PRO	713990	$34,840	$34,840

Field	Value	IRS element (for citing)
Total Program Service Revenue	$75,840	TotalProgramServiceRevenueAmt

Investment Income InvestmentIncomeGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$69	TotalRevenueColumnAmt
Exclusion	$69	ExclusionAmt

Gross Amount Sales Assets GrossAmountSalesAssetsGrp

Field	Value	IRS element (for citing)
Securities	$82,277	SecuritiesAmt

Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp

Field	Value	IRS element (for citing)
Securities	$82,250	SecuritiesAmt

Gain Or Loss GainOrLossGrp

Field	Value	IRS element (for citing)
Securities	$27	SecuritiesAmt

Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$27	TotalRevenueColumnAmt
Exclusion	$27	ExclusionAmt

Total Revenue TotalRevenueGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$7,914,986	TotalRevenueColumnAmt
Related Or Exempt Func Income	$75,840	RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue	$0	UnrelatedBusinessRevenueAmt
Exclusion	$96	ExclusionAmt

Grants To Domestic Orgs GrantsToDomesticOrgsGrp

Field	Value	IRS element (for citing)
Total	$6,517,631	TotalAmt
Program Services	$6,517,631	ProgramServicesAmt

Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp

Field	Value	IRS element (for citing)
Total	$282,960	TotalAmt
Program Services	$86,403	ProgramServicesAmt
Management And General	$69,017	ManagementAndGeneralAmt
Fundraising	$127,540	FundraisingAmt

Other Salaries And Wages OtherSalariesAndWagesGrp

Field	Value	IRS element (for citing)
Total	$186,427	TotalAmt
Program Services	$56,926	ProgramServicesAmt
Management And General	$45,472	ManagementAndGeneralAmt
Fundraising	$84,029	FundraisingAmt

Pension Plan Contributions PensionPlanContributionsGrp

Field	Value	IRS element (for citing)
Total	$6,466	TotalAmt
Program Services	$1,975	ProgramServicesAmt
Management And General	$1,577	ManagementAndGeneralAmt
Fundraising	$2,914	FundraisingAmt

Other Employee Benefits OtherEmployeeBenefitsGrp

Field	Value	IRS element (for citing)
Total	$14,832	TotalAmt
Program Services	$4,529	ProgramServicesAmt
Management And General	$3,618	ManagementAndGeneralAmt
Fundraising	$6,685	FundraisingAmt

Payroll Taxes PayrollTaxesGrp

Field	Value	IRS element (for citing)
Total	$9,290	TotalAmt
Program Services	$2,836	ProgramServicesAmt
Management And General	$2,266	ManagementAndGeneralAmt
Fundraising	$4,188	FundraisingAmt

Fees For Services Accounting FeesForServicesAccountingGrp

Field	Value	IRS element (for citing)
Total	$11,750	TotalAmt
Program Services	$3,588	ProgramServicesAmt
Management And General	$2,866	ManagementAndGeneralAmt
Fundraising	$5,296	FundraisingAmt

Fees For Services Other FeesForServicesOtherGrp

Field	Value	IRS element (for citing)
Total	$28,986	TotalAmt
Program Services	$8,851	ProgramServicesAmt
Management And General	$7,070	ManagementAndGeneralAmt
Fundraising	$13,065	FundraisingAmt

Advertising AdvertisingGrp

Field	Value	IRS element (for citing)
Total	$79,187	TotalAmt
Program Services	$24,180	ProgramServicesAmt
Management And General	$19,315	ManagementAndGeneralAmt
Fundraising	$35,692	FundraisingAmt

Office Expenses OfficeExpensesGrp

Field	Value	IRS element (for citing)
Total	$36,130	TotalAmt
Program Services	$6,515	ProgramServicesAmt
Management And General	$19,997	ManagementAndGeneralAmt
Fundraising	$9,618	FundraisingAmt

Occupancy OccupancyGrp

Field	Value	IRS element (for citing)
Total	$29,067	TotalAmt
Program Services	$8,876	ProgramServicesAmt
Management And General	$7,090	ManagementAndGeneralAmt
Fundraising	$13,101	FundraisingAmt

Conferences Meetings ConferencesMeetingsGrp

Field	Value	IRS element (for citing)
Total	$6,944	TotalAmt
Program Services	$2,120	ProgramServicesAmt
Management And General	$1,694	ManagementAndGeneralAmt
Fundraising	$3,130	FundraisingAmt

Depreciation Depletion DepreciationDepletionGrp

Field	Value	IRS element (for citing)
Total	$910	TotalAmt
Management And General	$910	ManagementAndGeneralAmt

Insurance InsuranceGrp

Field	Value	IRS element (for citing)
Total	$11,685	TotalAmt
Program Services	$3,568	ProgramServicesAmt
Management And General	$2,850	ManagementAndGeneralAmt
Fundraising	$5,267	FundraisingAmt

Other Expenses OtherExpensesGrp (2 entries)

DescDesc	TotalTotalAmt	Program ServicesProgramServicesAmt	Management And GeneralManagementAndGeneralAmt	FundraisingFundraisingAmt
SPECIAL PROGRAM EVENTS	$1,246,840	$1,246,217	$219	$404
MISCELLANEOUS	$265	$20	$216	$29

Total Functional Expenses TotalFunctionalExpensesGrp

Field	Value	IRS element (for citing)
Total	$8,469,370	TotalAmt
Program Services	$7,974,235	ProgramServicesAmt
Management And General	$184,177	ManagementAndGeneralAmt
Fundraising	$310,958	FundraisingAmt

Savings And Temp Cash Invst SavingsAndTempCashInvstGrp

Field	Value	IRS element (for citing)
BOY	$833,317	BOYAmt
EOY	$261,665	EOYAmt

Pledges And Grants Receivable PledgesAndGrantsReceivableGrp

Field	Value	IRS element (for citing)
BOY	$1,031,096	BOYAmt
EOY	$304,302	EOYAmt

Accounts Receivable AccountsReceivableGrp

Field	Value	IRS element (for citing)
BOY	$1,087	BOYAmt
EOY	$18,442	EOYAmt

Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp

Field	Value	IRS element (for citing)
BOY	$139,702	BOYAmt
EOY	$304,355	EOYAmt

Field	Value	IRS element (for citing)
Land Bldg Equip Cost Or Other Bss	$37,969	LandBldgEquipCostOrOtherBssAmt
Land Bldg Equip Accum Deprec	$37,969	LandBldgEquipAccumDeprecAmt

Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp

Field	Value	IRS element (for citing)
BOY	$910	BOYAmt
EOY	$0	EOYAmt

Other Assets Total OtherAssetsTotalGrp

Field	Value	IRS element (for citing)
BOY	$20,831,595	BOYAmt
EOY	$19,005,587	EOYAmt

Total Assets TotalAssetsGrp

Field	Value	IRS element (for citing)
BOY	$22,837,707	BOYAmt
EOY	$19,894,351	EOYAmt

Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp

Field	Value	IRS element (for citing)
BOY	$1,302	BOYAmt
EOY	$59,611	EOYAmt

Grants Payable GrantsPayableGrp

Field	Value	IRS element (for citing)
BOY	$1,298,964	BOYAmt
EOY	$238,129	EOYAmt

Other Liabilities OtherLiabilitiesGrp

Field	Value	IRS element (for citing)
BOY	$370,963	BOYAmt
EOY	$959,892	EOYAmt

Total Liabilities TotalLiabilitiesGrp

Field	Value	IRS element (for citing)
BOY	$1,671,229	BOYAmt
EOY	$1,257,632	EOYAmt

Field	Value	IRS element (for citing)
Organization Follows FASB117	Yes (X)	OrganizationFollowsFASB117Ind

No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp

Field	Value	IRS element (for citing)
BOY	$20,496,613	BOYAmt
EOY	$17,627,222	EOYAmt

Donor Restriction Net Assets DonorRestrictionNetAssetsGrp

Field	Value	IRS element (for citing)
BOY	$669,865	BOYAmt
EOY	$1,009,497	EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

Field	Value	IRS element (for citing)
BOY	$21,166,478	BOYAmt
EOY	$18,636,719	EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

Field	Value	IRS element (for citing)
BOY	$22,837,707	BOYAmt
EOY	$19,894,351	EOYAmt

Field	Value	IRS element (for citing)
Info In Schedule O Part XI	Yes (X)	InfoInScheduleOPartXIInd
Reconcilation Revenue Expnss	-$554,384	ReconcilationRevenueExpnssAmt
Prior Period Adjustments	-$392,783	PriorPeriodAdjustmentsAmt
Other Changes In Net Assets	-$1,582,592	OtherChangesInNetAssetsAmt
Info In Schedule O Part XII	Yes (X)	InfoInScheduleOPartXIIInd
Method Of Accounting Accrual	Yes (X)	MethodOfAccountingAccrualInd
Accountant Compile Or Review	0	AccountantCompileOrReviewInd
FS Audited	Yes (1)	FSAuditedInd

FS Audited Basis FSAuditedBasisGrp

Field	Value	IRS element (for citing)
Separate Basis Fincl Stmt	Yes (X)	SeparateBasisFinclStmtInd

Field	Value	IRS element (for citing)
Audit Committee	Yes (1)	AuditCommitteeInd
Federal Grant Audit Required	0	FederalGrantAuditRequiredInd

Schedule A IRS990ScheduleA

Field	Value	IRS element (for citing)
Public Organization170	Yes (X)	PublicOrganization170Ind

Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp

Field	Value	IRS element (for citing)
Current Tax Year Minus4 Years	$2,550,795	CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years	$3,628,646	CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years	$3,609,675	CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year	$11,957,714	CurrentTaxYearMinus1YearAmt
Current Tax Year	$7,839,050	CurrentTaxYearAmt
Total	$29,585,880	TotalAmt

Total Calendar Year170 TotalCalendarYear170Grp

Field	Value	IRS element (for citing)
Current Tax Year Minus4 Years	$2,550,795	CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years	$3,628,646	CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years	$3,609,675	CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year	$11,957,714	CurrentTaxYearMinus1YearAmt
Current Tax Year	$7,839,050	CurrentTaxYearAmt
Total	$29,585,880	TotalAmt

Field	Value	IRS element (for citing)
Substantial Contributors Tot	$1,481,654	SubstantialContributorsTotAmt
Public Support Total170	$28,104,226	PublicSupportTotal170Amt

Gross Investment Income170 GrossInvestmentIncome170Grp

Field	Value	IRS element (for citing)
Current Tax Year Minus4 Years	$396	CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years	$362	CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years	$519	CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year	$173	CurrentTaxYearMinus1YearAmt
Current Tax Year	$69	CurrentTaxYearAmt
Total	$1,519	TotalAmt

Field	Value	IRS element (for citing)
Total Support	$29,587,399	TotalSupportAmt
Gross Receipts Rltd Activities	$511,030	GrossReceiptsRltdActivitiesAmt
Public Support CY170	0.94990	PublicSupportCY170Pct
Public Support PY170	0.93780	PublicSupportPY170Pct
Thirty Thr Pct Suprt Tests CY170	Yes (X)	ThirtyThrPctSuprtTestsCY170Ind

Schedule B IRS990ScheduleB

Contributor Information ContributorInformationGrp

Field	Value	IRS element (for citing)
Contributor	RESTRICTED	ContributorNum

Contributor Business Name ContributorBusinessName

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

Contributor US Address ContributorUSAddress

Field	Value	IRS element (for citing)
Address Line1	RESTRICTED	AddressLine1
Address Line2	RESTRICTED	AddressLine2
City	RESTRICTED	City
State	RESTRICTED	State
ZIP Code	RESTRICTED	ZIPCode

Field	Value	IRS element (for citing)
Total Contributions	RESTRICTED	TotalContributionsAmt

Schedule D IRS990ScheduleD

Equipment EquipmentGrp

Field	Value	IRS element (for citing)
Other Cost Or Other Basis	$9,707	OtherCostOrOtherBasisAmt
Depreciation	$9,707	DepreciationAmt
Book Value	$0	BookValueAmt

Other Land Buildings OtherLandBuildingsGrp

Field	Value	IRS element (for citing)
Other Cost Or Other Basis	$28,262	OtherCostOrOtherBasisAmt
Depreciation	$28,262	DepreciationAmt
Book Value	$0	BookValueAmt

Field	Value	IRS element (for citing)
Total Book Value Land Buildings	$0	TotalBookValueLandBuildingsAmt

Other Assets Org OtherAssetsOrgGrp

Field	Value	IRS element (for citing)
Desc	BENFICIAL INTEREST IN ASSETS HELD BY OTHERS	Desc
Book Value	$19,005,587	BookValueAmt

Field	Value	IRS element (for citing)
Total Book Value Other Assets	$19,005,587	TotalBookValueOtherAssetsAmt

Other Liabilities Org OtherLiabilitiesOrgGrp

Field	Value	IRS element (for citing)
Desc	ORGANIZATION ENDOWMENT FUNDS HELD FOR OTHERS	Desc
Amt	$959,892	Amt

Field	Value	IRS element (for citing)
Total Liability	$959,892	TotalLiabilityAmt
Footnote Text	Yes (X)	FootnoteTextInd
Total Rev Etc Audited Fincl Stmt	$1,950,523	TotalRevEtcAuditedFinclStmtAmt
Donated Services And Use Fclts	$121,255	DonatedServicesAndUseFcltsAmt
Other Revenue	-$2,384,630	OtherRevenueAmt
Revenue Not Reported	-$2,263,375	RevenueNotReportedAmt
Revenue Subtotal	$4,213,898	RevenueSubtotalAmt
Other Revenues Not Included	$3,701,088	OtherRevenuesNotIncludedAmt
Revenue Not Reported Fincl Stmt	$3,701,088	RevenueNotReportedFinclStmtAmt
Total Revenue Per Form990	$7,914,986	TotalRevenuePerForm990Amt
Tot Expns Etc Audited Fincl Stmt	$4,087,499	TotExpnsEtcAuditedFinclStmtAmt
Donated Services Use Fclts	$121,255	DonatedServicesUseFcltsAmt
Expenses Not Reported	$121,255	ExpensesNotReportedAmt
Expenses Subtotal	$3,966,244	ExpensesSubtotalAmt
Other Expenses Not Included	$4,503,126	OtherExpensesNotIncludedAmt
Expenses Not Rpt Fincl Stmt	$4,503,126	ExpensesNotRptFinclStmtAmt
Total Expenses Per Form990	$8,469,370	TotalExpensesPerForm990Amt

Supplemental Information Detail SupplementalInformationDetail (4 entries)

Form And Line ReferenceFormAndLineReferenceDesc	ExplanationExplanationTxt
PART X, LINE 2:	THE FOUNDATION IS EXEMPT FROM FEDERAL INCOME TAX UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE. ACCORDINGLY, THE ACCOMPANYING FINANCIAL STATEMENTS INCLUDE NO PROVISION FOR INCOME TAXES.
PART XI, LINE 2D - OTHER ADJUSTMENTS:	INCREASE (DECREASE) IN BENEFICIAL INTEREST IN ASSETS HELD BY OTHERS -2,384,630.
PART XI, LINE 4B - OTHER ADJUSTMENTS:	GRANTS RECEIVED FROM BENEFICIAL INTEREST HELD BY OTHERS 3,701,088.
PART XII, LINE 4B - OTHER ADJUSTMENTS:	GRANTS TO BENEFICIAL INTEREST HELD BY OTHERS 4,503,126.

Schedule I IRS990ScheduleI

Field	Value	IRS element (for citing)
Grant Records Maintained	Yes (1)	GrantRecordsMaintainedInd

Recipient Table RecipientTable (11 entries)

Address Line1USAddress/AddressLine1Txt	CityUSAddress/CityNm	State AbbreviationUSAddress/StateAbbreviationCd	ZIPUSAddress/ZIPCd	Recipient EINRecipientEIN	IRC SectionIRCSectionDesc	Cash GrantCashGrantAmt	Non Cash AssistanceNonCashAssistanceAmt	Purpose Of GrantPurposeOfGrantTxt
JEANNE B MCCOY COMMUNITY
PO BOX 508	NEW ALBANY	OH	43054	260388623	501C3	$250,000	$0	ARTS
NEW ALBANY SYMPHONY ORCHESTRA
PO BOX 332	NEW ALBANY	OH	43054	510657626	501C3	$28,750	$0	ARTS
NEW ALBANY-PLAIN LOCAL SCHOOL DISTRICT
55 NORTH HIGH STREET	NEW ALBANY	OH	43054	316400868	501C3	$24,520	$0	ARTS
LIFEWISE ACADEMY
PO BOX 1179	HILLIARD	OH	43026	454002535	501C3	$25,000	$0	EDUCATION
NEW ALBANY-PLAIN LOCAL SCHOOL DISTRICT
55 NORTH HIGH STREET	NEW ALBANY	OH	43054	316400868	501C3	$228,820	$0	EDUCATION
HEALTHY NEW ALBANY
7904 COLE PARK LOOP	NEW ALBANY	OH	43054	203840246	501C3	$115,000	$0	HEALTH & WELLNESS
MID-OHIO FOOD COLLECTIVE
3960 BROOKHAM DR	GROVE CITY	OH	43123	310865343	501C3	$10,000	$0	HEALTH & WELLNESS
NEW ALBANY NEIGHBORHOOD BRIDGES
PO BOX 2635	WESTERVILLE	OH	43081	812833176	501C3	$13,960	$0	HEALTH & WELLNESS
WELLBEING CONNECTION
7768 SUTTON PLACE	NEW ALBANY	OH	43054	843126927	501C3	$25,000	$0	HEALTH & WELLNESS
NEW ALBANY COMMUNITY AUTHORITY
8000 WALTON PKWY SUITE 120	NEW ALBANY	OH	43054	311388287	GOVERNMENT	$1,270,605	$0	ARTS
THE COLUMBUS FOUNDATION
1234 EAST BROAD STREET	COLUMBUS	OH	43205	316044264	501C3	$4,503,126	$0	GENERAL PHILANTHROPY

Field	Value	IRS element (for citing)
Total501c3 Org	25	Total501c3OrgCnt
Total Other Org	0	TotalOtherOrgCnt

Supplemental Information Detail SupplementalInformationDetail

Field	Value	IRS element (for citing)
Form And Line Reference	PART I, LINE 2:	FormAndLineReferenceDesc
Explanation	GRANT APPLICANTS SUBMIT PROPOSALS THAT ARE REVIEWED BY STAFF AND THE GRANTS COMMITTEE BEFORE VOTE BY THE BOARD.	ExplanationTxt

Schedule J IRS990ScheduleJ

Field	Value	IRS element (for citing)
Form990 Of Other Organizations	Yes (X)	Form990OfOtherOrganizationsInd
Compensation Survey	Yes (X)	CompensationSurveyInd
Board Or Committee Approval	Yes (X)	BoardOrCommitteeApprovalInd
Severance Payment	0	SeverancePaymentInd
Supplemental Nonqual Rtr Plan	0	SupplementalNonqualRtrPlanInd
Equity Based Comp Arrngm	0	EquityBasedCompArrngmInd
Comp Based On Revenue Of Flng Org	0	CompBasedOnRevenueOfFlngOrgInd
Comp Bsd On Rev Related Orgs	0	CompBsdOnRevRelatedOrgsInd
Comp Bsd Net Earns Flng Org	0	CompBsdNetEarnsFlngOrgInd
Comp Bsd Net Earns Rltd Orgs	0	CompBsdNetEarnsRltdOrgsInd
Any Non Fixed Payments	0	AnyNonFixedPaymentsInd
Initial Contract Exception	0	InitialContractExceptionInd

Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp

Field	Value	IRS element (for citing)
Person	J CRAIG MOHRE	PersonNm
Title	PRESIDENT	TitleTxt
Base Compensation Filing Org	$163,000	BaseCompensationFilingOrgAmt
Compensation Based On Rltd Orgs	$0	CompensationBasedOnRltdOrgsAmt
Bonus Filing Organization	$55,000	BonusFilingOrganizationAmount
Bonus Related Organizations	$0	BonusRelatedOrganizationsAmt
Other Compensation Filing Org	$50,000	OtherCompensationFilingOrgAmt
Other Compensation Rltd Orgs	$0	OtherCompensationRltdOrgsAmt
Deferred Compensation Flng Org	$8,960	DeferredCompensationFlngOrgAmt
Deferred Comp Rltd Orgs	$0	DeferredCompRltdOrgsAmt
Nontaxable Benefits Filing Org	$0	NontaxableBenefitsFilingOrgAmt
Nontaxable Benefits Rltd Orgs	$0	NontaxableBenefitsRltdOrgsAmt
Total Compensation Filing Org	$276,960	TotalCompensationFilingOrgAmt
Total Compensation Rltd Orgs	$0	TotalCompensationRltdOrgsAmt
Comp Report Prior990 Filing Org	$0	CompReportPrior990FilingOrgAmt
Comp Report Prior990 Rltd Orgs	$0	CompReportPrior990RltdOrgsAmt

Schedule M IRS990ScheduleM

Securities Publicly Traded SecuritiesPubliclyTradedGrp

Field	Value	IRS element (for citing)
Non Cash Checkbox	Yes (X)	NonCashCheckboxInd
Contribution	2	ContributionCnt
Noncash Contributions Rpt F990	$82,277	NoncashContributionsRptF990Amt
Method Of Determining Revenues	AVERAGE HIGH AND LOW	MethodOfDeterminingRevenuesTxt

Field	Value	IRS element (for citing)
Any Property That Must Be Held	0	AnyPropertyThatMustBeHeldInd
Review Process Unusual NC Gifts	0	ReviewProcessUnusualNCGiftsInd
Third Parties Used	0	ThirdPartiesUsedInd

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (9 entries)

Form And Line ReferenceFormAndLineReferenceDesc	ExplanationExplanationTxt
FORM 990, PART III, LINE 2	THE NEW ALBANY COMMUNITY FOUNDATION BEGAN HOSTING AMPHITHEATER EVENTS. THE EVENTS INCLUDE THE AMPHITHEATER BENEFIT, AMPHITHEATER PERFORMANCE SERIES, AND FAMILY FLICK NIGHTS. THIS PROGRAM WAS CREATED TO PROVIDE VIBRANT MUSIC, THEATER, BALLET AND OTHER PERFORMING ARTS TO THE CITIZENS OF NEW ALBANY.
FORM 990, PART VI, SECTION A, LINE 2	J. CRAIG MOHRE, PRESIDENT, AND BILL EBBING, TRUSTEE, HAVE A BUSINESS RELATIONSHIP SEPARATE FROM THE FOUNDATION.
FORM 990, PART VI, SECTION B, LINE 11B	THE FORM 990 IS REVIEWED PRIOR TO FILING BY BOARD MEMBERS.
FORM 990, PART VI, SECTION B, LINE 12C	THE CONFLICT OF INTEREST AND ETHICS POLICY IS MONITORED ANNUALLY. MEMBERS OF THE BOARD OF TRUSTEES SIGN THE CONFLICT OF INTEREST STATEMENT ANNUALLY.
FORM 990, PART VI, SECTION B, LINE 15A	THE ORGANIZATION'S INDEPENDENT BOARD AUTHORIZES THE EXECUTIVE COMMITTEE OF THE BOARD TO REVIEW, ANALYZE, AND DETERMINE THE EXECUTIVE DIRECTOR'S COMPENSATION. THE PROCESS INCLUDES AN ANALYSIS OF COMPARABILITY DATA. THE EXECUTIVE COMMITTEE VOTES ON RECOMMENDATIONS FOR COMPENSATION ADJUSTMENTS. THE COLUMBUS FOUNDATION ASSISTS THE ORGANIZATION IN ITS OPERATIONS INCLUDING THE PROCESSING OF THE EXECUTIVE COMMITTEE APPROVED SALARY CHANGES. THE DISCUSSIONSAND DECISIONS REGARDING THE COMPENSATION AND ADJUSTMENTS ARE SUBSTANTIATED IN THE ORGANIZATION RECORDS.
FORM 990, PART VI, SECTION C, LINE 18	THE ORGANIZATION'S FORMS 1023 AND 990 ARE AVAILABLE UPON REQUEST. FURTHER, THE ORGANIZATION'S FORMS 990 IS AVAILABLE ON ITS WEBSITE AND ON ANOTHER'S WEBSITE: WWW.GUIDESTAR.ORG
FORM 990, PART VI, SECTION C, LINE 19	THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS, FINANCIAL STATEMENTS, AND POLICIES AVAILABLE UPON WRITTEN REQUEST.
FORM 990, PART XI, LINE 9:	INCREASE (DECREASE) IN BENEFICIAL INTEREST HELD BY OTHERS -2,384,630. GRANTS RECEIVED FROM BENEFICIAL INTEREST HELD BY OTHERS -3,701,088. GRANTS PAID TO BENEFICIAL INTEREST HELD BY OTHERS 4,503,126.
FORM 990, SECTION XII, LINE 2C	THE FINANCE COMMITTEE OF THE NEW ALBANY COMMUNITY FOUNDATION REVIEWS THE AUDIT EACH YEAR AND SELECTION OF THE INEDEPENDENT ACCOUNTANT. THIS PROCESS REMAINS UNCHANGED FROM THE PRIOR YEAR.