2022-11-14T07:10:55-06:00 2021-12-31 314419361 JOHN GERLACH & COMPANY LLP 37 W BROAD ST STE 800 COLUMBUS OH 43215 990 2021-01-01 311676188 THE MORTON FOUNDATION MORT 6147518227 7309 E LIVINGSTON AVE REYNOLDSBURG OH 43068 GREG WRIGHT EXECUTIVE DIRECTOR 6147518227 2022-11-11 GREG WRIGHT 999009999 JON YERIAN CPA P00575540 6142242164 2022-11-03 3 AAL1 IAL1 2021 2022-09-23 18:48:47Z THE FIRST TEE OF CENTRAL OHIO GREG WRIGHT 7309 E LIVINGSTON AVE REYNOLDSBURG OH 43068 1088495 0 X WWW.THEFIRSTTEECENTRALOHIO.ORG X 1999 OH SEE SCHEDULE O 21 21 15 50 0 0 505865 738451 45426 96490 5684 18040 -23806 92484 533169 945465 10530 18410 0 0 299633 322091 0 0 66199 89389 95090 399552 435591 133617 509874 737225 1300197 62200 57865 675025 1242332 IMPACTING THE LIVES OF YOUNG PEOPLE BY PROVIDING EDUCATION PROGRAMS THAT BUILD CHARACTER, INSTILL LIFE ENHANCING VALUES AND PROMOTE HEALTHY CHOICES THROUGH THE GAME OF GOLF. 0 0 318066 18410 96490 HELD 20 WEEKS OF YOUTH DEVELOPMENT AND EDUCATIONAL PROGRAMS REACHING OVER 2,000 YOUTH. PROGRAMMING PROVIDED TO AND IN COORDINATION WITH COLUMBUS CITY SCHOOLS, AFTER SCHOOL ALL STARS, HOMELESS FAMILIES FOUNDATION AND THE DOWN SYNDROME ASSOCIATION OF CENTRAL OHIO. 318066 1 1 0 0 0 0 0 0 0 0 1 1 0 1 0 0 0 0 0 0 0 0 0 0 1 0 0 0 1 0 0 0 0 0 0 0 0 0 1 0 0 0 1 0 0 0 0 1 4 0 1 15 1 0 0 0 0 0 0 0 0 0 0 X 21 21 1 0 0 0 0 0 0 1 1 0 0 1 1 1 1 0 0 1 0 0 OH X GREG WRIGHT 6147518227 7309 E LIVINGSTON AVE COLUMBUS OH 43068 JASON JOB CHAIR/BOARD MEMBER 3.50 X X 0 0 0 DAVID BERSON VICE CHAIR/BOARD MEMBER 1.25 X X 0 0 0 JEFF BRUNER TREASURER/BOARD MEMBER 1.25 X X 0 0 0 YAZ ASHRAWI BOARD MEMBER 1.25 X 0 0 0 EMMETT BAHNSON BOARD MEMBER 1.25 X 0 0 0 TONYA BRAUN BOARD MEMBER 1.25 X 0 0 0 BRIAN CAMPBELL BOARD MEMBER 1.25 X 0 0 0 SUE EUBANKS BOARD MEMBER 1.25 X 0 0 0 STEVE FARKASOVSKY BOARD MEMBER 1.25 X 0 0 0 RAY HAMMAN BOARD MEMBER 1.25 X 0 0 0 RUSS HODGE BOARD MEMBER 1.25 X 0 0 0 KYLE MONFORT BOARD MEMBER 1.25 X 0 0 0 GEOFF ORTLIP BOARD MEMBER 1.25 X 0 0 0 TOD ORTLIP BOARD MEMBER 1.25 X 0 0 0 PAT RINI BOARD MEMBER 1.25 X 0 0 0 GIOVANNI SMYTH BOARD MEMBER 1.25 X 0 0 0 DAN SULLIVAN BOARD MEMBER 1.25 X 0 0 0 JAMEEL TURNER BOARD MEMBER 1.25 X 0 0 0 COURTNEY WHITE BOARD MEMBER 1.25 X 0 0 0 MATT ZAVARELLA BOARD MEMBER 1.25 X 0 0 0 CHERI JENKINS EXECUTIVE DIRECTOR 40.00 X 90000 0 0 90000 0 0 0 0 0 0 0 70120 62200 606131 161091 738451 PROGRAM FEES 611710 96490 96490 96490 18264 18264 17483 17707 -224 -224 -224 217807 70120 125323 92484 92484 945465 96490 0 110524 18410 18410 90000 63000 13500 13500 207863 170553 5420 31890 24228 18997 1539 3692 6187 3927 2260 13628 13628 4805 4805 2308 1896 412 5849 2893 661 2295 3067 3067 1753 1745 8 9540 9540 4216 4216 PROGRAM COSTS - CAMPS/C 27430 27430 STEWARDSHIP 9913 693 9220 OTHER FUNDRAISING 2450 2450 MISCELLANEOUS 2150 2150 1794 1314 480 435591 318066 51326 66199 111418 322721 185500 32648 22992 152852 11564 173656 339958 377049 251293 273919 737225 1300197 62200 57865 62200 57865 X 675025 1242332 675025 1242332 737225 1300197 509874 47818 9615 0 X 0 0 0 X 395473 411980 630153 505865 738451 2681922 45400 63648 62785 45426 96490 313749 92950 103312 208828 47711 217807 670608 533823 578940 901766 599002 1052748 3666279 102136 141190 191666 216790 307666 959448 0 102136 141190 191666 216790 307666 959448 2706831 10312 8957 7216 3168 18264 47917 10312 8957 7216 3168 18264 47917 2000 1000 3000 544135 589897 909982 602170 1071012 3717196 0.72820 0.75990 0.01290 0.01100 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 141000 141000 44500 32648 11852 152852 VANGUARD TOTAL STOCK MKT ETF 181321 F VANGUARD TOTAL INTL STOCK 65795 F VANGUARD SHORT-TERM CORPORATE BOND ETF 64439 F BLACKROCK SHORT OBLIGATIONS FUND 65494 F 377049 BENEFICIAL INTEREST IN ASSETS HELD BY OTHERS 273919 273919 ORTY'S OUTING 215253 31106 184147 44744 44423 GOLF CLASSIC 72674 39014 33660 14120 8159 13877 287927 70120 217807 58864 8159 58300 125323 92484 1 FINANCIAL ASSISTANCE TO FAMILIES IN NEED. 103 18410 0 N/A N/A PART I, LINE 2: AN INDEPENDENT COMMITTEE REVIEWS APPLICATIONS AND SELECTS THE SCHOLARSHIP RECIPIENTS. THEIR PROGRESS IS MONITORED FOR ONE YEAR, THE DURATION OF THE SCHOLARSHIP. X 5 20091 STOCK EXCHANGE X 1 141000 QUALIFIED APPRAISAL 0 0 0 FORM 990, PART I, LINE 3, DESCRIPTION OF THE ORGANIZATION MISSION: TO IMPACT THE LIVES OF YOUNG PEOPLE BY PROVIDING EDUCATIONAL PROGRAMS THAT BUILD CHARACTER, INSTILL LIFE ENRICHING VALUES AND PROMOTE HEALTHY CHOICES THROUGH THE GAME OF GOLF. FORM 990, PART VI, SECTION A, LINE 2 BOARD MEMBERS TOD AND GEOFF ORTLIP ARE FATHER AND SON. FORM 990, PART VI, SECTION B, LINE 11B THE FORM 990 IS MADE AVAILABLE TO THE ENTIRE BOARD FOR REVIEW AND COMMENT PRIOR TO SUBMISSION WITH THE IRS. FORM 990, PART VI, SECTION B, LINE 12C THE ORGANIZATION REGULARLY MONITORS AND ENFORCES COMPLIANCE WITH CONFLICTS OF INTEREST. THE ORGANIZATION UPHOLDS A POLICY FOR THE DISCLOSURE OF CONFLICTS OF INTEREST. FORM 990, PART VI, SECTION B, LINE 15A AN INDEPENDENT BOARD OF DIRECTORS OBTAINS INFORMATION FROM FIRST TEE NATIONAL AND OTHER SIMILARLY SIZED ORGANIZATIONS IN THE COLUMBUS AREA TO ASSESS APPROPRIATE EXECUTIVE COMPENSATION. THE DELIBERATION AND DECISIONS OF THE BOARD AREA DOCUMENTED IN BOARD MINUTES. THERE ARE NO OTHER COMPENSATED OFFICERS/KEY EMPLOYEES. FORM 990, PART VI, SECTION C, LINE 18 THE FORM 990 IS AVAILABLE UPON WRITTEN REQUEST. FORM 990, PART VI, SECTION C, LINE 19 GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS ARE AVAILABLE UPON WRITTEN REQUEST. ORTY'S OUTING LLC 7309 E LIVINGSTON AVE REYNOLDSBURG OH 43068 GOLF EVENTS FOR FIRST TEE OH 215253 23061 THE MORTON FOUNDATION