2023-05-11T15:43:59-05:00 2022-06-30 420714325 RSM US LLP 6 S Patterson Blvd Dayton OH 45402 990 2021-07-01 311384772 Columbus Jewish Foundation COLU 6143382365 1175 College Ave Columbus OH 43209 Tamra Fitzpatrick Chief Financial Officer 6143382365 2023-05-06 1 Tamra Fitzpatrick 999009999 Karen O Crim P00368385 9372980201 2023-05-06 3 AAL1 IAL1 2021 2023-04-26 12:10:37Z Naomi Lamb 1175 College Ave Columbus OH 43209 81620746 0 X www.jewishcolumbus.org X 1955 OH To ensure a supportive, engaged and vibrant future for the Jewish Community. 12 12 0 50 369 0 10099775 10224589 278115 303425 4355933 11067182 65478 204534 14799301 21799730 10511989 9945084 0 0 0 0 0 0 478148 940404 1130473 11452393 11075557 3346908 10724173 166718528 152135142 32873475 29368090 133845053 122767052 To ensure a supportive, engaged and vibrant future for the Jewish Community. 0 0 9980683 9945084 303425 The Foundation develops and manages endowments, planned giving, and donor-advised philanthropic funds. Our grants are provided for innovative programs, community development, emergencies facing the Jewish world, and securing community resources for generations to come. Program service revenue of $303,425 represents custodial record keeping fees from funds not owned by the Foundation. Additionally, the Foundation was supported by contributions in the amount of $10,224,589 that are not included in program service revenue. 9980683 1 1 0 0 0 1 0 0 1 1 1 1 0 0 0 0 1 0 0 0 1 0 0 0 0 0 0 1 0 1 0 0 0 0 0 0 0 0 1 0 0 0 0 1 1 0 0 0 1 18 0 1 0 0 0 0 0 0 0 1 3 0 0 0 0 0 0 0 0 X 12 12 0 0 0 0 0 1 1 1 1 0 0 1 1 1 1 1 1 0 0 0 OH X Tamra Fitzpatrick CFO 6143382365 1175 College Ave Columbus OH 43209 Harlan Robins President 2.00 3.00 X X 0 0 0 Dr Philip Weinerman Vice President 1.00 0.00 X X 0 0 0 Jim Winnegrad Treasurer 1.00 5.00 X X 0 0 0 Mark Coffey Investment Chair & Secretary 1.00 0.00 X X 0 0 0 William Byers Immediate Past President 1.00 2.00 X 0 0 0 Liz Shafran JC Board Vice Chair 1.00 5.00 X 0 0 0 Dr Michael Hallet Board Member 1.00 0.00 X 0 0 0 Inna Kinney Board Member 1.00 0.00 X 0 0 0 Lee Smith Board Member 1.00 0.00 X 0 0 0 Josh Sanders Board Member 1.00 0.00 X 0 0 0 Sara Luck Board Member 1.00 0.00 X 0 0 0 Jody Scheiman Board Member 1.00 0.00 X 0 0 0 Tamra Fitzpatrick CFO 11.00 29.00 X 0 185079 26338 Joel Marcovitch President/CEO 11.00 29.00 X 0 355099 62066 Naomi Lamb EVP/COO 1.00 39.00 X 0 169592 26238 Jessica Grisez Director Planned Giving & Endowments 40.00 0.00 X 0 102917 14196 Julie Tilson Stanley CDO 14.00 26.00 X 0 147762 27295 0 960449 156133 5 0 1 0 0 10224589 3564752 10224589 Record Keeping Fees 561000 303425 303425 303425 9603938 9603938 59140 147275 -88135 -88135 -88135 60838127 298858 59313741 360000 1524386 -61142 1463244 1463244 Partnership Investments 900003 290979 369 290610 1690 1690 292669 21799730 303425 369 11271347 9945084 9945084 20249 20249 17867 17867 Mgt. Fee JewishColumbus 1056758 578610 478148 Life Insurance 35599 35599 11075557 9980683 616726 478148 228875 272778 447581 295405 267881 175122 4288918 1763316 2647613 2525602 147070802 129131839 10571155 14703769 5484621 5030627 166718528 152135142 31708 51620 932529 894050 31909238 28422420 32873475 29368090 X 0 0 0 0 133845053 122767052 133845053 122767052 166718528 152135142 X 10724173 -21338416 -463758 X X 0 1 X 1 0 X 8976130 7395248 12518766 10099775 10224589 49214508 8976130 7395248 12518766 10099775 10224589 49214508 4074377 45140131 3081389 4036903 3271552 3536106 9663078 23589028 2291 2314 2814 3937 0 11356 41651 6029 800 3569 1690 53739 72868631 1338872 0.61950 0.70520 X Schedule A, Part II, Line 10, Explanation of Other Income: Federation Reimbursement - 2017 Amount: $ 39,334. 2018 Amount: $ 5,362. Other Income - 2017 Amount: $ 2,317. 2018 Amount: $ 667. 2019 Amount: $ 800. 2020 Amount: $ 3,569. 2021 Amount: $ 1,690. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 755 7462528 7151962 34286222 1 1 0 1 X 80736575 3299730 -5758283 4136334 724482 73417206 66346158 2106321 16482931 3517780 681055 80736575 65039298 5444587 744552 4270554 611726 66346158 63060716 3326618 2023315 2810403 560948 65039298 59645965 2434975 3750192 2242930 527486 63060716 0.17670 0.76870 0.05460 0 0 373600 373600 3748287 1596285 2152002 167031 167031 0 2525602 Alternative Investments 10912409 F Partnership 3791360 F 14703769 144831 -21338416 -316483 -21654899 21799730 0 21799730 11222832 147275 147275 11075557 0 11075557 Part IV, Line 2b: The Columbus Jewish Foundation holds and invests custodial funds for Jewish agencies. Part V, Line 4: The Columbus Jewish Foundation is a donor-centered charitable enterprise dedicated to accumulating enduring assets to support the stability and continuity of Jewish life in Columbus and elsewhere. Endowed resources are for use in supporting special, emergency and future needs. Part XI, Line 2d - Other Adjustments: Rental Expenses Netted Against Revenue 147,275. CSV Change of Life Insurance -463,758. Part XII, Line 2d - Other Adjustments: Rental Expenses Netted Against Revenue 147,275. Middle East and North Africa 0 0 Investments 640000 0 0 0 0 0 0 640000 0 640000 0 0 0 0 0 0 Part III Accounting Method: 1 A Kid Again 777-G Dearborn Park Lane Worthington OH 43085 311440073 501(C)(3) 100000 0 Human Services Alvin A Dublin Alzheimers Resource Center 12685 New Brittney Blvd Fort Meyers FL 33901 650580633 501(C)(3) 35000 0 Health - Alzheimers American Friends Hebrew University 199 Water Street 11th Floor New York NY 100383541 131568923 501(C)(3) 50000 0 Melton Fellows Program American Friends Magen David Adom 20 W 36th St Ste 1000 New York NY 100189784 131790719 501(C)(3) 101735 0 Fund Raising and Fund Distribution American Friends of Matan Inc PO Box 40 Pamona NY 109700040 133639482 501(C)(3) 10000 0 Jewish Education & Outreach American Jewish Committee 165 E 56th Street New York NY 10022 135563393 501(C)(3) 5700 0 Jewish Advocacy American Jewish Joint Distribution Committee 220 E 42nd St rm 400 New York NY 100175833 131656634 501(C)(3) 15250 0 Jewish Relief world wide American National Red Cross 995 E Broad St Columbus OH 43205 530196605 501(C)(3) 5550 0 Human Services Anshe Sholom B'nai Israel Congregation 540 W Melrose St Chicago IL 60657 362284422 501(C)(3) 35956 0 Synagogue; Worship & Education Arthur G James Cancer Hospital Fndn 2200 Olentangy River Rd Columbus OH 43210 311145986 501(C)(3) 111252 0 Health - Oncology Aspen Jewish Synagogue 77 Meadowwood Dr Aspen CO 81611 840723135 501(C)(3) 7280 0 Synagogue; Worship & Education BREAD Organization 404 S Third St Columbus OH 43215 311467082 501(C)(3) 10000 0 Community; Neighborhood Development; Improvement BalletMet Development Dept 322 Mount Vernon Avenue Columbus OH 43215 310858562 501(C)(3) 16500 0 Arts, Culture & Humaniities Bated Breath Theatre Company 233 Pearl St 21 Hartford CT 061032109 262370741 501(C)(3) 100000 0 Arts, Culture & Humaniities Bellefaire JCB One Pollack Circle 22001 Fairmount Blvd Cleveland OH 44118 340714630 501(C)(3) 10000 0 Mental Health Services Beth Jacob Congregation 1223 College Avenue Columbus OH 43209 316401183 501(C)(3) 111896 0 Synagogue; Worship & Education Beth Torah Congregation - House of Tradition 2942 E Broad St Columbus OH 43209 510158115 501(C)(3) 21750 0 Synagogue; Worship & Education Bexley Community Foundation 552 South Drexel Avenue Columbus OH 43209 271405357 501(C)(3) 63302 0 Fund Raising and Fund Distribution Bexley Education Foundation 348 South Cassingham Road Bexley OH 43209 311463283 501(C)(3) 30720 0 Supports educational initiatives of the Bexley Public Schools Big BrothersBig Sisters of Central Ohio 1855 East Dublin-Granville Road Columbus OH 43229 314379429 501(C)(3) 23830 0 Human Services - Adult & Child Mentoring Birthright Israel Fndn PO Box 21615 New York NY 10087 134092050 501(C)(3) 108950 0 Educational Services for Jewish youth Boys & Girls Clubs of Columbus Inc 1108 City Park Ave Ste 301 Columbus OH 43206 314387575 501(C)(3) 5100 0 Mentoring Youth and youth services Chabad of River North & Fulton Market 353 N Desplaines Suite 610 Chicago IL 60661 824426647 501(C)(3) 25000 0 Jewish Education & Outreach Chabad House Northern Palm Beach Island 361 South County Rd D Palm Beach FL 33480 262697228 501(C)(3) 18000 0 Jewish Education & Outreach Chabad on Campus at OSU 207 East 15th Avenue Columbus OH 43201 812505414 501(C)(3) 71652 0 Jewish Education & Outreach Chautauqua Fndn Inc PO Box 28 Chautauqua NY 147220028 166028421 501(C)(3) 50000 0 Community Foundation-Philanthropy & Grant Making Chicago Jewish Day School 3730 N California Ave Chicago IL 60601 364437180 501(C)(3) 6000 0 Elementary & Secondary Education Cincinnati Children's Hospital Medical Center 3333 Burnet Ave M1 4900 Cincinnati OH 452293026 310833936 501(C)(3) 20000 0 Health Specialty Hospital Columbus Academy 4300 Cherry Bottom Road Gahanna OH 432300745 314379445 501(C)(3) 86750 0 Elementary & Secondary Education CAPA 55 E State St Columbus OH 432154264 310749884 501(C)(3) 5950 0 Arts, Cultural & Humanties Columbus Community Kollel 2513 East Main Street Columbus OH 43209 311438033 501(C)(3) 291775 0 Adult Jewish Education Columbus Jewish Day School 150 E Granville Rd New Albany OH 43054 311482374 501(C)(3) 86138 0 Elementary & Secondary Education Columbus Jewish Historical Society 1175 College Avenue Columbus OH 43209 311012951 501(C)(3) 64188 0 Arts, Cultural & Humanties Columbus Metropolitan Library Foundation 96 South Grant Avenue Columbus OH 43215 311692755 501(C)(3) 43980 0 Education- Support for Columbus Metropolitan Library Columbus Museum of Art 480 East Broad Street Columbus OH 43215 314379447 501(C)(3) 39325 0 Arts, Cultural & Humanties Columbus State Community College Dev Fndn 550 E Spring Street Columbus OH 43216 311035280 501(C)(3) 11000 0 Higher Education Columbus Symphony Orchestra 55 E State St Columbus OH 43215 316402408 501(C)(3) 36775 0 Arts, Cultural & Humanities Columbus Torah Academy 181 Noe-Bixby Road Columbus OH 43213 314428025 501(C)(3) 548132 0 Elementary & Secondary Education Columbus Zoo and Aquarium 9990 Riverside Drive Powell OH 43065 311307572 501(C)(3) 50450 0 Zoo, Zoological Society Community Kitchen 640 S Ohio Ave Columbus OH 43205 311124774 501(C)(3) 6000 0 Hunger Relief Programs; Food for the Needy Community Shelter Board 355 E Campus View Blvd Ste 250 Columbus OH 43235 311181284 501(C)(3) 8700 0 Emergency Housing Programs & Community Awareness Congregation Agudas Achim 2767 East Broad Street Columbus OH 43209 314414020 501(C)(3) 199837 0 Worship & Education; Synagogue Congregation Ahavas Sholom 2568 East Broad Street Columbus OH 43209 310898886 501(C)(3) 48638 0 Worship & Education; Synagogue Congregation Beth Tikvah 6121 Olentangy River Road Worthington OH 43085 311069161 501(C)(3) 36351 0 Synagogue; Worship & Education Congregation Rodeph Sholom Finance Office Floor 3 7 W 83rd St New York NY 10024 131628164 501(C)(3) 12650 0 Synagogue; Worship & Education Congregation Tifereth Israel 1354 East Broad Street Columbus OH 43205 314319579 501(C)(3) 217905 0 Synagogue; Worship & Education Congregation Torat Emet 2375 East Main Street Bexley OH 43209 311786319 501(C)(3) 88395 0 Synagogue; Worship & Education Congregation Yeshiva Yesodei Torah 2 Yesodei Ct Lakewood NJ 087014946 223405666 501(C)(3) 29356 0 Synagogue; Worship & Education Cornell University 377 Pine Tree Rd Ithaca NY 148502820 150532082 501(C)(3) 10000 0 Weill Medical College COSI (Franklin County Historical Society) 333 West Broad Street Columbus OH 43215 314383802 501(C)(3) 6000 0 Apprenticeship Program; Science & Technology Museum Death Penalty Action PO Box 89 Ghent NY 120750089 815344229 501(C)(3) 30000 0 Resources to stop executions Doctors Without Borders USA 40 Rector St 16th Fl New York NY 100061751 133433452 501(C)(3) 5246 0 Provide healthcare around the globe Dogs For Our Brave 6244 Clayton Ave St Louis MO 631393155 464656908 501(C)(3) 25000 0 Service Dogs for veterans Duke University 324 Blackwell St Bldg N Durham NC 277013658 560532129 501(C)(3) 12500 0 High Education Florence Melton School of Adult Jewish Learning 310 Happ Rd Ste 208 Northfield IL 60093 010725179 501(C)(3) 35360 0 Adult Jewish Education Flying Horse Farms 5260 State Route 95 Mt Gilead OH 43338 203498125 501(C)(3) 135116 0 Camp Experiences for Children with Serious Illneses Friends of the Conservatory 1777 East Broad Street Columbus OH 43203 311657027 501(C)(3) 37464 0 Horticultural & Educational Institution Friends of the Drexel 55 E State St Columbus OH 43215 271447434 501(C)(3) 11412 0 Arts, Cultural & Humanties Furniture Bank of Central Ohio PO Box 164206 Columbus OH 43216 311600869 501(C)(3) 5100 0 Furniture & Household Goods Assistance Gemach Chessed 401 Yeshiva Lane Apt 1B Baltimore MD 21208 833315577 501(C)(3) 50000 0 Human Services George & Raymond Frank Fdnd 50 Main St 2nd Floor Yarmouth ME 040966709 010520094 501(C)(3) 10000 0 Residential Summer Camp Greater Miami Jewish Federation 4200 Biscayne Blvd Miami FL 33137 590624404 501(C)(3) 69180 0 Federated Giving Programs Hadassah the Women's Zionist Org of America Inc 40 Wall Street 80th Fl New York NY 100051471 131656651 501(C)(3) 8794 0 Women's Rights Harmony Project 4411 Tamarack Blvd Columbus OH 43229 271819074 501(C)(3) 33030 0 Arts, Cultural & Humanties Harold Grinspoon Fndn 67 Hunt St Agawam MA 010011920 046685725 501(C)(3) 25120 0 PJ Library Program Healing Across the Divides Inc 72 Laurel Park Northampton MA 01060 201948432 501(C)(3) 7500 0 Health, Crisis Intervention Healthy Worthington Resource Center & Food Pantry Inc 6700 Huntley Rd Ste A Columbus OH 43229 450532036 501(C)(3) 34587 0 Health Support Services Hillel International 800 Eighth St NW Washington DC 20001 521844823 501(C)(3) 50000 0 Jewish Campus Organization Homeless Families Foundation 33 N Grubb St Columbus OH 43215 311179492 501(C)(3) 26000 0 Human Service-Homeless Center Hope Springs Institute 4988 Mineral Springs Rd Peebles OH 45660 311705829 501(C)(3) 6000 0 Retreat Center for Wellness Illinois Holocaust Museum and Education Center 9603 Woods Dr Skokie IL 60077 363156154 501(C)(3) 9250 0 Preserving the legacy of the Holocaust Jewish Agency for Israel - North American Council 633 Third Avenue 32ndFloor Suite C New York NY 10017 230053483 501(C)(3) 7200 0 International Human Rights Jewish Center of the Hamptons 44 Woods Ln East Hampton NY 119373248 116035195 501(C)(3) 11500 0 Community center for Jewish values and culture Jewish Columbus Cemetery Assn 1175 College Avenue Columbus OH 43209 851113675 501(C)(13) 64932 0 Remember, Restore, Repair program Jewish Community Center 1125 College Avenue Columbus OH 43209 314379496 501(C)(3) 393511 0 Community center for Jewish values and culture Jewish Family Services 1070 College Avenue Columbus OH 43209 314379497 501(C)(3) 354591 0 Family Services Jewish Federation of Cleveland 25701 Science Park Dr Cleveland OH 44122 340714445 501(C)(3) 52318 0 Federated Giving Programs Jewish Federation of Columbus 1175 College Avenue Columbus OH 43209 310838745 501(C)(3) 1530480 0 Federated Giving Programs Jewish Federation of Greater Pittsburgh 2000 Technology Dr Fl 1 Pittsburgh PA 152193112 251017602 501(C)(3) 11000 0 Federated Giving Programs Jewish Federation Palm Beach County 1 Harvard Circle West Palm Beach FL 33409 590948696 501(C)(3) 21500 0 Federated Giving Programs Jewish Spark 2319 Pittock St Pittsburgh PA 152172311 823145527 501(C)(3) 9800 0 Jewish Education Jewish United Fund of Metropolitan Chicago 30 S Wells St Chicago IL 60606 362167034 501(C)(3) 17000 0 Federated Giving Programs JEWISHColorado 300 S Dahlia St Ste 300 Denver CO 802468136 010831698 501(C)(3) 10000 0 Community Foundation-Philanthropy & Grant Making JPRO Network 25 Broadway 1700 New York NY 100041010 237065803 501(C)(3) 20000 0 Jewish Education & Outreach Justadopt Inc 2389 Main St Ste 100 Glastonbury CT 060334617 810898315 501(C)(3) 11000 0 Building Foster Family Connections Kolel Shas Yiden 1274 49th St Ste 562 Brooklyn NY 112193011 273228076 501(C)(3) 17500 0 Jewish Human Services LifeCare Alliance 1699 West Mound Street Columbus OH 43223 314379494 501(C)(3) 9616 0 Human Services-Food Programs Local Matters 633 Parsons Ave Columbus OH 432061324 061819644 501(C)(3) 32000 0 Human Services-Food Programs Lori Schottenstein Chabad Center PO Box 80 New Albany OH 43054 311427001 501(C)(3) 75304 0 Jewish Education & Outreach Manhattan Institute 52 Vanderbilt Avenue New York NY 100173808 132912529 501(C)(3) 75000 0 Higher Education Masorti Foundation 3080 Broadway New York NY 10027 133137586 501(C)(3) 46082 0 Conservative Jewish Religious & Spiritual Development Masschusetts General Hospital 125 Nashua St Ste 540 Boston MA 02114 041564655 501(C)(3) 200000 0 Healthcare system Mayo Clinic 200 First sw Rochester MN 559050001 416011702 501(C)(3) 20000 0 Academic Medical Center Mid-Ohio Foodbank 3960 Brookham Drive Columbus OH 43123 310865343 501(C)(3) 44547 0 Hunger Relief Programs; Food for the Needy Moadon Kol Chadash 2464 N Clybourn Ae Chicago IL 606141918 363843627 501(C)(3) 6000 0 Jewish Education k -12 Monmouth University 400 Cedar Ave West Long Branch NJ 07764 210634584 501(C)(3) 6000 0 Higher Education Nationwide Children's Hospital Foundation 700 Childrens Dr Columbus OH 432052664 311036370 501(C)(3) 69702 0 Support for Nationwide Childrens Hospital Nature Conservancy 4245 N Fairfax Dr 100 Arlington VA 222031606 530242652 501(C)(3) 5500 0 Conservation Services New Albany Community Foundation 220 Market St 205 New Albany OH 43054 311409264 501(C)(3) 9700 0 Community Foundaiton-Philanthropy & Grant Making New Vocations Racehorse Adoption Program 719 Dolan Ln Lexington KY 405119037 311681380 501(C)(3) 10000 0 Equine Welfare Northwestern Memorial Fndn 541 N Fairbanks Ct Ste 800 Chicago IL 606113319 363155315 501(C)(3) 21600 0 Supports Northwestern Medicine Ohio Cancer Research Assn 85 E Gay St Ste 700 Columbus OH 432153118 311038309 501(C)(3) 7050 0 Health - Oncology Ohio Jewish Communities 1175 College Avenue Columbus OH 43209 311042915 501(C)(4) 23000 0 Educational Programming Ohio Wildlife Center 6131 Cook Rd Powell OH 43065 311182372 501(C)(3) 71500 0 Wildlife Preservation and Sanctuary OhioHealth Foundation 180 East Broad Street 33rd Floor Columbus OH 43215 237446919 501(C)(3) 109500 0 Fund Raising and Fund Distribution OSU Foundation PO Box 710811 Columbus OH 43271 311145986 501(C)(3) 323517 0 Support for OSU programming and research Ohio State University 901 Woody Hayes Dr Columbus OH 43210 316025986 501(C)(1) 21000 0 Dental Scholarships OSU-Wexner Center for the Arts 1871 N High Street Columbus OH 43210 316025986 501(C)(1) 15600 0 support for Wexner Center for the Arts OSU Hillel PO Box 8427 Columbus OH 432011661 311048567 501(C)(3) 486403 0 School Related & Religious Activities OSU Star House - OSU Foundation 14 E 15th Ave 4th Fl Columbus OH 43210 311145986 501(C)(3) 10000 0 youth homelessness Palm Beach Orthodox Synagogue 120 N County Rd Palm Beach FL 334803918 650478910 501(C)(3) 31600 0 Synagogue; Worship & Education Pelotonia 450 W Broad St Columbus OH 432152760 824997087 501(C)(3) 17052 0 Health - Oncology Pilot Dogs 625 West Town Street Columbus OH 43215 314393243 501(C)(3) 58000 0 Train dogs for the blind Planned Parenthood of Greater Ohio 206 E State St Columbus OH 43215 341015976 501(C)(3) 9932 0 Family Planning Centers Rattlestick Productions Inc 224 Waverly Pl New York NY 10014 113105457 501(C)(3) 25000 0 Arts, Cultural & Humanties Smithsonian Institution PO Box 98096 Washington DC 200779804 530206027 501(C)(3) 5800 0 Arts & Cultural Museum South Side Learning & Development Center 966 S High St Columbus OH 432062524 314379811 501(C)(3) 15000 0 Child Day Care Stephen Gaynor School 148 W 90th St New York NY 100241202 131969570 501(C)(3) 20000 0 Special Education Stuart I Raskas Friendship Circle of Illinois NFP 2095 Landwehr Rd Northbrook IL 60062 204884060 501(C)(3) 6410 0 Youth Community Service Clubs Temple Beth Shalom 5089 Johnstown Road New Albany OH 43054 310926157 501(C)(3) 63501 0 Synagogue; Worship & Education Temple Israel 3100 E Broad Street Columbus OH 43209 314384145 501(c)(3) 137572 0 Synagogue; Worship & Education The Buckeye Ranch 5665 Hoover Road Grove City OH 43123 310642111 501(C)(3) 100000 0 Human Services-Group Homes Union for Reform Judaism 633 Third Ave 7th Floor Attn Development New York NY 10017 131663143 501(C)(3) 32850 0 Support for Reform Jewish Congregations United Methodist Committee on Relief of Global Ministries 458 Ponce De Leon Ave NE Atlanta GA 303081836 821449602 501(C)(3) 10000 0 Global Humanitarian Relief United Schools Network 1469 E Main St Columbus OH 43205 462265149 501(C)(3) 27500 0 Education k -12 US Holocaust Memorial Council 100 Raoul Wallenberg Pl SW Washington DC 200242126 521309391 501(C)(3) 8944 0 To support the US Holocaust Memorial Museum United Way-Central Ohio 360 South Third Street Columbus OH 43215 314393712 501(C)(3) 114290 0 Federated Giving Programs University of Michigan 701 S State St 4th Fl Ann Arbor MI 481093091 314379455 501(C)(3) 9386 0 Higher Education Wellington School 3650 Reed Rd Columbus OH 43220 310977200 501(C)(3) 11000 0 Education k -12 Wexner Heritage Village 1151 College Avenue Columbus OH 43209 386006309 501(C)(3) 326640 0 Senior Assisted Living & Nursing Home Womens Donor Network PO Box 2930 San Francisco CA 941232930 050542397 501(C)(3) 11000 0 support for non-discrimination, non-violence and equality for all people Yeshiva Beth Yehudah PO Box 2044 Southfield MI 48037 381437939 501(C)(3) 7680 0 Jewish Education child-adult Yeshiva Yesodei Fund 2 Yesodei Ct Lakewood NJ 08701 223405666 501(C)(3) 8000 0 support of Yeshiva Yesodei YWCA 65 S 4th St Columbus OH 43215 314379597 501(C)(3) 13410 0 Human Services-Young Men's Association 144 4 Part I, Line 2: Community Grants - Stewardship is a key function of the community impact committee and board. Grant requests are screened by professional staff and then receive careful lay leader scrutiny and review at various levels prior to formal board action. Post-approval procedures include budget monitoring, status reports and program evaluation reviews by Chief Impact Officer prior to release of funds. Volunteer engagement takes place throughout all phases of the grants cycle. Donor Advised Funds - Gift recommendations are scrupulously reviewed by Foundation professional staff and lay leadership for compliance issues, including but not limited to exempt status of beneficiaries, quid pro quo and self-inurement issues, compliance with PPA 2006/H.R. 4, etc. Review takes place at staff level as well as by lay-volunteer review committee. All DAF donors receive written guidelines (also incorporated in DAF fund agreements) and "do's and don'ts" protocols, as well as periodic updates and reminders. In both of the above, board is fully engaged in Foundation grants operations to guard against real and perceived abuses and to build donor and public trust through formalized policies, procedures and practices consistent with Jewish ethical conduct and good governance. 0 0 0 0 0 0 0 0 0 Joel Marcovitch President/CEO 0 354739 0 0 0 360 0 30153 0 31913 0 417165 0 0 Tamra Fitzpatrick CFO 0 183531 0 0 0 1548 0 5552 0 20786 0 211417 0 0 Naomi Lamb EVP/COO 0 169284 0 0 0 308 0 5088 0 21150 0 195830 0 0 Julie Tilson Stanley CDO 0 147464 0 0 0 298 0 4433 0 22862 0 175057 0 0 Part I, Line 3 Compensation is paid by JewishColumbus, a related organization, and is determined using the following methods: - Compensation Committee X 63 2171752 Fair Market Value X 1 195000 Appraisal X 2 838000 Appraisal X 1 360000 Appraisal 64 0 1 0 Part I, Column (b): Using a combination of the two methods above. Form 990, Part VI, Section A, line 7a See explanation for Form 990, Part VI, Section A, Line 4. JewishColumbus appoints a majority of the organization's board members. Form 990, Part VI, Section A, line 7b See explanation for Form 990, Part VI, Section A, Line 4. JewishColumbus carries out the management and administrative functions of the organization, including, but not limited to, approval of budgets, strategic planning, marketing and resource allocation. Form 990, Part VI, Section B, line 11b The Chief Financial Officer and the Chief Executive Officer review a draft of the federal Form 990 and recommend any changes to the tax preparer. The revised federal Form 990 is then distributed to the Finance Committee for final review. The full board is provided with a copy of federal Form 990 prior to filing with the IRS. Form 990, Part VI, Section B, line 12c In connection with any actual or possible conflict of interest, an interested person must disclose the existence of the financial interest and be given the opportunity to disclose all material facts to the trustees and members of committees with board delegated powers considering the proposed transaction or arrangement. After disclosure of the financial interest and all material facts, and after any discussion with the interested person, he/she shall leave the board or committee meeting while the determination of a conflict of interest is discussed and voted upon. The remaining board or committee members shall decide if a conflict of interest exists. The Conflict Of Interest Policy is provided to all board members at the beginning of each fiscal year. Each officer, trustee and member of a committee with board delegated powers shall annually sign a statement which affirms such person: a. has received a copy of the conflict of interest policy, b. has read and understands the policy, c. has agreed to comply with the policy, and d. understands the foundation is charitable and in order to maintain its federal tax exemption must engage primarily in activities which accomplish its tax-exempt purposes. If the Board or Committee has reasonable cause to believe a member has failed to disclose actual or possible conflicts of interest, it shall inform the member of the basis for such belief and afford the member an opportunity to explain the alleged failure to disclose. If, after hearing the member's response and after making further investigation as warranted by the circumstances, the Board or Committee determines the member has failed to disclose an actual or possible conflict of interest, it shall take appropriate corrective action. Form 990, Part VI, Section B, line 15 Columbus Jewish Foundation has no employees and all compensation is paid by JewishColumbus. JewishColumbus carries out the management and administrative functions of the organization, including, but not limited to, approval of budget, strategic planning, marketing, and resource allocation. Form 990, Part VI, Section C, line 19 Copies of governing documents, conflict of interest policy, and audited financial statements are available to the general public upon written or verbal request to JewishColumbus for the same period of time as set forth in the Internal Revenue Code section 6104(d). Form 990, Part XI, line 9: CSV Change of Life Insurance -463,758. Form 990, Part XII, Line 1: Income Tax Basis Form 990, Part XII, Line 2c: The organization's process has not changed from the prior year. Ebner Family Foundation 1175 College Ave Columbus OH 43209 331050370 Rental of office space to supported organizations OH 501(c)(3) Line 12a, I N/A 0 JewishColumbus 1175 College Ave Columbus OH 43209 832103988 Management and administrative functions OH 501(c)(3) Line 12c, III-FI N/A 0 Jewish Federation of Columbus 1175 College Ave Columbus OH 43209 310838745 Foster the welfare of the entire Jewish community OH 501(c)(3) Line 7 JewishColumbus 0 SR Associates 5510 Ashford Drive Dublin OH 43017 311262334 Rental Real Estate OH Columbus Jewish Foundation Unrelated 379 3791360 0 0 0.60000 Charitable Remainder Trust (7) Charitable Trust OH Columbus Jewish Foundation 1 Charitable Lead Trust (2) Charitable Trust OH Columbus Jewish Foundation 1 TMB Development Inc 3960 Groves Rd Columbus OH 43232 311387226 Rental Real Estate OH Columbus Jewish Foundation S -10 1.00000 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 1 0 0 0 SR Associates A 379 Schedule K-1 JewishColumbus P 1056758 FMV