2023-02-22T08:23:40-06:00 2022-06-30 314419361 JOHN GERLACH & COMPANY LLC 1500 LAKE SHORE DRIVE STE 220 COLUMBUS OH 43204 990 2021-07-01 311409264 THE NEW ALBANY COMMUNITY FOUNDATION NEWA 6149398150 220 MARKET STREET NEW ALBANY OH 43054 J CRAIG MOHRE PRESIDENT 6149398150 2023-02-07 1 J CRAIG MOHRE 999009999 TJ CONGER CPA P00068140 6142242164 2023-02-07 3 AAL1 IAL1 2021 2023-03-07 01:45:13Z J CRAIG MOHRE 220 MARKET STREET NEW ALBANY OH 43054 7997236 0 X NEWALBANYFOUNDATION.ORG X 1994 OH THE FOUNDATION'S MISSION IS TO IMPROVE NEW ALBANY FOR THE BENEFIT OF ALL ITS CITIZENS. 14 14 3 16 0 0 11957714 7839050 67200 75840 179 96 0 0 12025093 7914986 10427366 6517631 0 0 475796 499975 0 0 310958 777145 1451764 11680307 8469370 344786 -554384 22837707 19894351 1671229 1257632 21166478 18636719 X 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. 1 0 2143377 1583375 ARTS AND HUMANITIES 257307 34840 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. 486815 41000 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. 232936 172077 HEALTH 4504931 4504459 GENERAL PHILANTHROPY 348869 257720 EDUCATION 5086736 4934256 7974235 1 1 0 0 0 0 0 0 0 0 1 0 0 1 1 1 1 0 0 0 0 0 0 0 0 0 0 1 0 1 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 1 11 0 1 3 1 0 0 0 0 0 1 1 0 0 0 0 0 0 X 14 14 1 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 0 1 0 0 OH X X X THE COLUMBUS FOUNDATION 6142514000 1234 EAST BROAD STREET COLUMBUS OH 43205 EVERETT GALLAGHER CHAIR 2.00 X X 0 0 0 HELGA HOUSTON VICE CHAIR 2.00 X X 0 0 0 PAUL JUDGE SECRETARY 2.00 X X 0 0 0 IRVING DENNIS TREASURER (FROM 11/21) 1.00 X X 0 0 0 KENNETH J KREBS TREASURER (THRU 10/21) 1.00 X X 0 0 0 LYNNE SMITH IMMEDIATE PAST CHAIR 2.00 X X 0 0 0 DONNA AKINS TRUSTEE 1.00 X 0 0 0 KEITH BEREND TRUSTEE (THRU 12/21) 1.00 X 0 0 0 BILL EBBING TRUSTEE 1.00 X 0 0 0 DAVID FEINBERG TRUSTEE (FROM 01/22) 1.00 X 0 0 0 CHARLOTTE KESSLER TRUSTEE 1.00 X 0 0 0 MARK MCCULLOUGH TRUSTEE (THRU 07/21) 1.00 X 0 0 0 KIMBERLY LEE MINOR TRUSTEE 1.00 X 0 0 0 LYNNE REDGRAVE TRUSTEE 1.00 X 0 0 0 DAN SNYDER TRUSTEE 1.00 X 0 0 0 J SCOTT TAYLOR TRUSTEE 1.00 X 0 0 0 NANETTE NARDI TRIPLETT TRUSTEE 1.00 X 0 0 0 J CRAIG MOHRE PRESIDENT 50.00 X 268000 0 8960 MARCIA GABOR VICE PRES/DIR BRANDING/VOLUNTEERISM 30.00 X 125808 0 4600 393808 0 13560 2 0 1 0 HINSON LTD 4016 TOWNSFAIR WAY STE 209 COLUMBUS OH 43219 PUBLIC RELATIONS 239359 1 232876 7606174 82277 7839050 AMPHITHEATER EVENTS 713990 41000 41000 REMARKABLE EVENING PRO 713990 34840 34840 75840 69 69 82277 82250 27 27 27 7914986 75840 0 96 6517631 6517631 282960 86403 69017 127540 186427 56926 45472 84029 6466 1975 1577 2914 14832 4529 3618 6685 9290 2836 2266 4188 11750 3588 2866 5296 28986 8851 7070 13065 79187 24180 19315 35692 36130 6515 19997 9618 29067 8876 7090 13101 6944 2120 1694 3130 910 910 11685 3568 2850 5267 SPECIAL PROGRAM EVENTS 1246840 1246217 219 404 MISCELLANEOUS 265 20 216 29 8469370 7974235 184177 310958 833317 261665 1031096 304302 1087 18442 139702 304355 37969 37969 910 0 20831595 19005587 22837707 19894351 1302 59611 1298964 238129 370963 959892 1671229 1257632 X 20496613 17627222 669865 1009497 21166478 18636719 22837707 19894351 X -554384 -392783 -1582592 X X 0 1 X 1 0 X 2550795 3628646 3609675 11957714 7839050 29585880 2550795 3628646 3609675 11957714 7839050 29585880 1481654 28104226 396 362 519 173 69 1519 29587399 511030 0.94990 0.93780 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 9707 9707 0 28262 28262 0 0 BENFICIAL INTEREST IN ASSETS HELD BY OTHERS 19005587 19005587 ORGANIZATION ENDOWMENT FUNDS HELD FOR OTHERS 959892 959892 X 1950523 121255 -2384630 -2263375 4213898 3701088 3701088 7914986 4087499 121255 121255 3966244 4503126 4503126 8469370 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. 1 JEANNE B MCCOY COMMUNITY PO BOX 508 NEW ALBANY OH 43054 260388623 501C3 250000 0 ARTS NEW ALBANY SYMPHONY ORCHESTRA PO BOX 332 NEW ALBANY OH 43054 510657626 501C3 28750 0 ARTS NEW ALBANY-PLAIN LOCAL SCHOOL DISTRICT 55 NORTH HIGH STREET NEW ALBANY OH 43054 316400868 501C3 24520 0 ARTS LIFEWISE ACADEMY PO BOX 1179 HILLIARD OH 43026 454002535 501C3 25000 0 EDUCATION NEW ALBANY-PLAIN LOCAL SCHOOL DISTRICT 55 NORTH HIGH STREET NEW ALBANY OH 43054 316400868 501C3 228820 0 EDUCATION HEALTHY NEW ALBANY 7904 COLE PARK LOOP NEW ALBANY OH 43054 203840246 501C3 115000 0 HEALTH & WELLNESS MID-OHIO FOOD COLLECTIVE 3960 BROOKHAM DR GROVE CITY OH 43123 310865343 501C3 10000 0 HEALTH & WELLNESS NEW ALBANY NEIGHBORHOOD BRIDGES PO BOX 2635 WESTERVILLE OH 43081 812833176 501C3 13960 0 HEALTH & WELLNESS WELLBEING CONNECTION 7768 SUTTON PLACE NEW ALBANY OH 43054 843126927 501C3 25000 0 HEALTH & WELLNESS NEW ALBANY COMMUNITY AUTHORITY 8000 WALTON PKWY SUITE 120 NEW ALBANY OH 43054 311388287 GOVERNMENT 1270605 0 ARTS THE COLUMBUS FOUNDATION 1234 EAST BROAD STREET COLUMBUS OH 43205 316044264 501C3 4503126 0 GENERAL PHILANTHROPY 25 0 PART I, LINE 2: GRANT APPLICANTS SUBMIT PROPOSALS THAT ARE REVIEWED BY STAFF AND THE GRANTS COMMITTEE BEFORE VOTE BY THE BOARD. X X X 0 0 0 0 0 0 0 0 0 J CRAIG MOHRE PRESIDENT 163000 0 55000 0 50000 0 8960 0 0 0 276960 0 0 0 X 2 82277 AVERAGE HIGH AND LOW 0 0 0 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.