2021-05-13T21:51:16-05:00 2020-06-30 420714325 RSM US LLP 6 S PATTERSON BLVD DAYTON OH 45402 990 2019-07-01 311384772 COLUMBUS JEWISH FOUNDATION COLU 6143382365 1175 COLLEGE AVE COLUMBUS OH 43209 TAMRA FITZPATRICK CHIEF FINANCIAL OFFICER 6143382365 2021-05-10 1 KAREN O CRIM P00368385 9372980201 2021-05-10 2019 2022-09-23 18:48:47Z JOEL MARCOVITCH 1175 COLLEGE AVE COLUMBUS OH 43209 50869962 0 X WWW.JEWISHCOLUMBUS.ORG X 1955 OH TO ENSURE A SUPPORTIVE, ENGAGED AND VIBRANT FUTURE FOR THE JEWISH COMMUNITY. 11 11 7 40 4060 2754 7395248 12518766 245878 245630 5030715 3337907 68993 69671 12740834 16171974 8113575 10201745 0 0 701204 330225 0 0 134328 381140 616261 9195919 11148231 3544915 5023743 133001259 137638570 25623173 26616618 107378086 111021952 TO ENSURE A SUPPORTIVE, ENGAGED AND VIBRANT FUTURE FOR THE JEWISH COMMUNITY. 0 0 10322047 10201745 245630 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 $245,630 REPRESENTS CUSTODIAL RECORD KEEPING FEES FROM FUNDS NOT OWNED BY THE FOUNDATION. ADDITIONALLY, THE FOUNDATION WAS SUPPORTED BY CONTRIBUTIONS IN THE AMOUNT OF $12,518,766 THAT ARE NOT INCLUDED IN PROGRAM SERVICE REVENUE. 10322047 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 27 0 1 7 1 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 X 11 11 0 0 0 0 0 1 1 1 1 0 0 1 1 1 1 1 1 1 1 0 OH X TAMRA FITZPATRICK CFO 6143382365 1175 COLLEGE AVE COLUMBUS OH 43209 JOEL MARCOVITCH CHIEF EXECUTIVE OFFICER 11.20 28.80 X 0 317621 30264 TAMRA FITZPATRICK CHIEF FINANCIAL OFFICER 11.20 28.80 X 178247 0 23706 WILLIAM BYERS PRESIDENT 2.00 2.00 X X 0 0 0 HARLAN ROBINS VICE PRESIDENT 1.00 X X 0 0 0 RANDY HANSELL TREASURER 1.00 X X 0 0 0 JODY SCHEIMAN SECRETARY 1.00 X X 0 0 0 JIM BOWMAN IMMEDIATE PAST PRESIDENT 1.00 4.00 X X 0 0 0 DR MICHAEL HALLET BOARD MEMBER 1.00 X 0 0 0 INNA KINNEY BOARD MEMBER 1.00 X 0 0 0 LEE SMITH BOARD MEMBER 1.00 X 0 0 0 NEVADA SMITH BOARD MEMBER 1.00 X 0 0 0 DR PHILIP WEINERMAN BOARD MEMBER 1.00 X 0 0 0 JIM WINNEGRAD BOARD MEMBER 1.00 5.00 X 0 0 0 178247 317621 53970 1 0 1 0 0 30000 12488766 3361200 12518766 RECORD KEEPING FEES 900099 245630 245630 245630 3218407 3218407 53145 154858 -101713 -101713 -101713 34662630 34543130 119500 119500 119500 PARTNERSHIP INVESTMENTS 900004 170584 4060 166524 800 800 171384 16171974 245630 4060 3403518 10201745 10201745 100976 83810 17166 189636 139638 49998 6440 6440 17724 17724 15449 15449 1770 1770 20000 20000 1055 1055 9526 9526 37974 37974 2038 2038 5293 5293 18239 18239 8552 8552 MGT FEE JEWISHCOLUMBUS 375346 308182 67164 LIFE INSURANCE 120302 120302 BUILDING SERVICES/MAINT 5680 5680 EQUIPMENT RENTAL/MAINT. 5097 5097 5389 5389 11148231 10322047 691856 134328 606283 446044 429338 499480 78189 106654 4288918 1519015 2892285 2769903 114244529 118563326 9964156 10275625 4786479 4977538 133001259 137638570 95065 36960 468601 788095 25059507 25791563 25623173 26616618 X 0 0 0 0 107378086 111021952 107378086 111021952 133001259 137638570 X 5023743 -1902429 522552 X X 0 1 X 1 0 X 7146062 7826577 8976130 7395248 12518766 43862783 7146062 7826577 8976130 7395248 12518766 43862783 3316210 40546573 2870974 1157551 3081389 4036903 3271552 14418369 35786 1572 2291 2314 2814 44777 188440 41651 6029 800 236920 58562849 1184590 0.69240 0.62570 X SCHEDULE A, PART II, LINE 10, EXPLANATION OF OTHER INCOME: REFUND FROM PENSION PLAN - 2015 AMOUNT: $ 188,440. FEDERATION REIMBURSEMENT - 2017 AMOUNT: $ 39,334. 2018 AMOUNT: $ 5,362. OTHER INCOME - 2017 AMOUNT: $ 2,317. 2018 AMOUNT: $ 667. 2019 AMOUNT: $ 800. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 740 10092524 8264321 30106908 1 1 0 1 X 65039298 5444587 744552 4270554 611726 66346158 63060716 3326618 2023315 2810403 560948 65039298 59645965 2434975 3750192 2242930 527486 63060716 52398227 4150636 6196846 2625019 474725 59645965 53763123 1189110 -54761 2060683 438562 52398227 0.13260 0.80110 0.06630 0 0 373600 373600 3748287 1351984 2396303 167031 167031 0 2769903 ALTERNATIVE INVESTMENT FUNDS 6484265 F PARTNERSHIP 3791360 F 10275625 14946955 -1902429 677410 -1225019 16171974 0 16171974 11303089 154858 154858 11148231 0 11148231 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 154,858. CSV CHANGE OF LIFE INSURANCE 522,552. PART XII, LINE 2D - OTHER ADJUSTMENTS: RENTAL EXPENSES NETTED AGAINST REVENUE 154,858. MIDDLE EAST AND NORTH AFRICA - ALGERIA, BAHRAIN, DJIBOUTI, EGYPT, 0 0 INVESTMENTS 593099 0 0 0 0 0 0 593099 0 593099 0 0 0 0 0 0 PART III ACCOUNTING METHOD: 1 THE OHIO STATE UNIVERSITY BURSARS OFFICE 281 WEST LANE AVENUE 2ND FLOOR COLUMBUS OH 43210 316025986 501(C)(1) 11500 DENTAL SCHOLARSHIPS TEMPLE ISRAEL C/O UMCH 431 EAST BROAD STREET COLUMBUS OH 43215 314384145 501(C)(3) 123659 SYNAGOGUE; WORSHIP & EDUCATION A KID AGAIN 777-G DEARBORN PARK LANE WORTHINGTON OH 43085 311440073 501(C)(3) 94650 HUMAN SERVICES MONMOUTH UNIVERSITY 400 CEDAR AVE WEST LONG BRANCH NJ 07764 210634584 501(C)(3) 5000 HIGHER EDUCATION MID-OHIO FOODBANK 3960 BROOKHAM DRIVE GROVE CITY OH 43123 310865343 501(C)(3) 44767 HUNGER RELIEF PROGRAMS; FOOD FOR THE NEEDY MIAMI UNIVERSITY PANUSKA DEVELOPMENT CENTER 725 E CHESTNUT ST OXFORD OH 45056 316402089 501(C)(3) 9000 HIGHER EDUCATION MASORTI FOUNDATION 3080 BROADWAY NEW YORK NY 10027 133137586 501(C)(3) 48150 CONSERVATIVE JEWISH RELIGIOUS & SPIRITUAL DEVELOPMENT MARBURN ACADEMY 9555 JOHNSTOWN ROAD NEW ALBANY OH 43054 311011901 501(C)(3) 13900 SPECIALIZED EDUCATION FOR LEARNING DISABLED STUDENTS LORI SCHOTTENSTEIN CHABAD CENTER PO BOX 80 NEW ALBANY OH 43054 311427001 501(C)(3) 73708 JEWISH EDUCATION & OUTREACH LIFECARE ALLIANCE 1699 WEST MOUND STREET COLUMBUS OH 43223 314379494 501(C)(3) 22228 HUMAN SERVICES-FOOD PROGRAMS KIPP COLUMBUS 2900 INSPIRE DRIVE COLUMBUS OH 43224 208627107 501(C)(3) 5000 SECONDARY EDUCATION KING ARTS COMPLEX 867 MOUNT VERNON AVE COLUMBUS OH 43203 237065803 501(C)(3) 6500 ARTS, CULTURAL & HUMANTIES KENYON REVIEW 102 W WIGGIN ST FINN HOUSE GAMBIER OH 43022 311443804 501(C)(3) 13500 ARTS, CULTURAL & HUMANTIES JEWISH UNITED FUND OF METROPOLITAN CHICAGO BEN GURION WAY 30 S WELLS ST CHICAGO IL 60606 362167034 501(C)(3) 17000 FEDERATED GIVING PROGRAMS JEWISH THEOLOGICAL SEMINARY 3080 BROADWAY NEW YORK NY 10027 130887640 501(C)(3) 6510 JEWISH HIGHER EDUCATION JEWISH NATIONAL FUND 42 E 69TH ST NEW YORK NY 10021 131659627 501(C)(3) 13950 INTERNATIONAL DEVELOPMENT JEWISH FEDERATION PALM BEACH COUNTY 1 HARVARD CIRCLE SUITE 100 WEST PALM BEACH FL 33409 590948696 501(C)(3) 27000 FEDERATED GIVING PROGRAMS JEWISH FEDERATION OF COLUMBUS 1175 COLLEGE AVENUE COLUMBUS OH 43209 310838745 501(C)(3) 1501143 FEDERATED GIVING PROGRAMS JEWISH FEDERATION OF CLEVELAND 25701 SCIENCE PARK DR CLEVELAND OH 44122 340714445 501(C)(3) 65378 FEDERATED GIVING PROGRAMS JEWISH FEDERATION - SOUTHERN ARIZONA 3718 E RIVER RD TUCSON AZ 85718 860096795 501(C)(3) 5000 FEDERATED GIVING PROGRAMS JEWISH FAMILY SERVICES 1070 COLLEGE AVENUE COLUMBUS OH 43209 314379497 501(C)(3) 196266 FAMILY SERVICES JEWISH COMMUNITY SERVICES 735 NE 125TH ST MIAMI FL 33161 590637867 501(C)(3) 12000 FAMILY SERVICES JEWISH COMMUNITY CENTER 1125 COLLEGE AVENUE COLUMBUS OH 43209 314379496 501(C)(3) 577029 COMMUNITY CENTER FOR JEWISH VALUES AND CULTURE JEWISH AGENCY FOR ISRAEL - NORTH AMERICAN COUNCIL 633 THIRD AVENUE 21ST FLOOR SUITE C C NEW YORK NY 10017 230053483 501(C)(3) 13000 INTERNATIONAL HUMAN RIGHTS INNOCENCE PROJECT INC 40 WORTH STREET 701 NEW YORK NY 100132904 320077563 501(C)(3) 5000 FREE INCARCERATED INNOCENT PEOPLE HOMELESS FAMILIES FOUNDATION 33 N GRUBB ST COLUMBUS OH 43215 311179492 501(C)(3) 26000 HUMAN SERVICE-HOMELESS CENTER HILLEL-OHIO UNIVERSITY 21 MILL ST ATHENS OH 45701 521758797 501(C)(3) 5000 SCHOOL RELATED & RELIGIOUS ACTIVITIES HEBREW UNION COLLEGE 3101 CLIFTON AVENUE CINCINNATI OH 45220 310537067 501(C)(3) 10324 RELIGIOUS & SCHOLARLY LEARNING; HIGHER EDUCATION HEALTHY WORTHINGTON RESOURCE CENTER & FOOD PANTRY INC 6700 HUNTLEY RD STE A COLUMBUS OH 43229 450532036 501(C)(3) 28965 HEALTH SUPPORT SERVICES NATIONAL COUNCIL OF JEWISH WOMEN 3000 B EAST MAIN ST 272 COLUMBUS OH 43209 316066252 501(C)(3) 5519 WOMEN'S SERVICE CLUB NATIONWIDE CHILDREN'S HOSPITAL FOUNDATION PO BOX 16810 COLUMBUS OH 432166810 311036370 501(C)(3) 228594 SUPPORT FOR NATIONWIDE CHILDRENS HOSPITAL NYU SCHOOL OF MEDICINE PO BOX 6000 BINGHAMTON NY 13902 510244064 501(C)(3) 10000 HIGHER EDUCTAION HEALING ACROSS THE DIVIDES INC 72 LAUREL PARK NORTHAMPTON MA 01060 201948432 501(C)(3) 5000 HEALTH, CRISIS INTERVENTION YMCA OF CENTRAL OHIO 40 W LONG ST COLUMBUS OH 43215 314379594 501(C)(3) 15000 HUMAN SERVICES-YOUNG MEN'S ASSOCIATION WORLD ORT INC 1740 BROADWAY 15TH FLOOR NEW YORK NY 10019 061669917 501(C)(3) 12000 FUND RAISING AND FUND DISTRIBUTION WEXNER HERITAGE VILLAGE 1151 COLLEGE AVENUE COLUMBUS OH 43209 314417962 501(C)(3) 160560 SENIOR ASSISTED LIVING & NURSING HOME UNITED WAY-LICKING COUNTY 50 S SECOND ST 2ND FLOOR PO BOX 4490 NEWARK OH 43055 314379455 501(C)(3) 5000 FEDERATED GIVING PROGRAMS UNITED WAY-CENTRAL OHIO 360 SOUTH THIRD STREET COLUMBUS OH 43215 314393712 501(C)(3) 307350 FEDERATED GIVING PROGRAMS UNION FOR REFORM JUDAISM 633 THIRD AVE 7TH FLOOR ATTN DEVELOPMENT NEW YORK NY 10017 131663143 501(C)(3) 7040 SUPPORT FOR REFORM JEWISH CONGREGATIONS US HOLOCAUST MEMORIAL MUSEUM 100 RAOUL WALLENBERG PL SW WASHINGTON DC 20024 521309391 501(C)(3) 9550 HISTORY MUSEUM THE MANHATTAN INSTITUTE 52 VANDERBILT AVENUE NEW YORK NY 10017 132912529 501(C)(3) 66690 HIGHER EDUCATION THE MANDEL JEWISH COMMUNITY CENTER OF CLEVELAND 26001 SOUTH WOODLAND RD CLEVELAND OH 44122 340714439 501(C)(3) 34325 COMMUNITY CENTER FOR JEWISH VALUES AND CULTURE THE BUCKEYE RANCH 5665 HOOVER ROAD GROVE CITY OH 43123 310642111 501(C)(3) 100000 HUMAN SERVICES-GROUP HOMES TEMPLE BETH SHALOM 5089 JOHNSTOWN ROAD NEW ALBANY OH 43054 310926157 501(C)(3) 50447 SYNAGOGUE; WORSHIP & EDUCATION STUART I RASKAS FRIENDSHIP CIRCLE OF ILLINOIS NFP 2095 LANDWEHR RD NORTHBROOK IL 60062 204884060 501(C)(3) 6040 YOUTH COMMUNITY SERVICE CLUBS STEPHEN GAYNOR SCHOOL 148 WEST 90TH STREET NEW YORK NY 10024 131969570 501(C)(3) 20000 SPECIALIZED EDUCATION FOR LEARNING DISABLED STUDENTS SHALOM HOUSE 1151 COLLEGE AVENUE COLUMBUS OH 43209 311334762 501(C)(3) 254313 HUMAN SERVICES-COMMUNITY & NEIBORHOOD DEVELOPMENT RATTLESTICK PRODUCTIONS INC 224 WAVERLY PL NEW YORK NY 10014 113105457 501(C)(3) 13000 ARTS, CULTURAL & HUMANTIES PROJECT WRITE NOW 25 BRIDGE AVE STE 130 RED BANK NJ 07701 463534268 501(C)(3) 6000 EDUCATIONAL SERVICES PLANNED PARENTHOOD OF GREATER OHIO 206 E STATE ST COLUMBUS OH 43215 341015976 501(C)(3) 9415 FAMILY PLANNING CENTERS PILOT DOGS 625 WEST TOWN STREET COLUMBUS OH 43215 314393243 501(C)(3) 55000 TRAIN DOGS FOR THE BLIND PEF ISRAEL ENDOWMENT FUNDS 630 THIRD AVENUE 15TH FLSUITE 1501 NEW YORK NY 10017 136104086 501(C)(3) 15100 FEDERATED GIVING PROGRAMS PACE UNIVERSITY GIFT PROCESSING CENTER PO BOX 419268 BOSTON MA 022419268 135562314 501(C)(3) 5000 HIGHER EDUCATION OSU HILLEL 46 EAST 16TH AVENUE COLUMBUS OH 432011661 311048567 501(C)(3) 413835 SCHOOL RELATED & RELIGIOUS ACTIVITIES OSU FOUNDATION 1480 WEST LANE AVENUE COLUMBUS OH 43221 311145986 501(C)(3) 705080 SUPPORT FOR OSU PROGRAMMING AND RESEARCH OSU COLLEGE OF MEDICINE & PUBLIC HEALTH STUDENT FINANCIAL SERVICES B043 GRAVES HALL 333 W 10TH AVE COLUMBUS OH 43210 316025986 501(C)(3) 5000 HIGHER EDUCATION OSU - WEXNER CENTER FOR THE ARTS 1871 N HIGH ST COLUMBUS OH 43210 316025986 501(C)(3) 24500 ARTS, CULTURAL & HUMANTIES OHIOHEALTH FOUNDATION 180 EAST BROAD STREET 31ST FLOOR COLUMBUS OH 43215 237446919 501(C)(3) 177553 FUND RAISING AND FUND DISTRIBUTION OHIO WILDLIFE CENTER 6131 COOK ROAD POWELL OH 43065 311182372 501(C)(3) 91100 WILDLIFE PRESERVATION AND SANCTUARY OAKSTONE ACADEMY 900 CLUB DR FINANCE DEPT WESTERVILLE OH 43081 311666674 501(C)(3) 10000 EDUCATIONAL SERVICES NEW ALBANY COMMUNITY FOUNDATION 220 MARKET ST 205 NEW ALBANY OH 43054 311409264 501(C)(3) 10830 COMMUNITY FOUNDAITON-PHILANTHROPY & GRANT MAKING ZIONESS MOVEMENT INC 633 THIRD AVE F1 21 NEW YORK NY 10017 824360952 501(C)(3) 5000 WOMEN'S RIGHTS HARMONY PROJECT 779 E LONG ST COLUMBUS OH 43203 271819074 501(C)(3) 12200 ARTS, CULTURAL & HUMANTIES HABITAT FOR HUMANITY-MIDOHIO 6665 BUSCH BLVD COLUMBUS OH 43229 311217994 501(C)(3) 100300 HOUSING DEVELOPMENT FOR LOW INCOME PEOPLE COLUMBUS ACADEMY 4300 CHERRY BOTTOM ROAD GAHANNA OH 432300745 314379445 501(C)(3) 71450 ELEMENTARY & SECONDARY EDUCATION CINCINNATI CHILDREN'S HOSPITAL MEDICAL CENTER PO BOX 5202 CINCINNATI OH 45201 310833936 501(C)(3) 10000 HEALTH SPECIALTY HOSPITAL CHICAGO JEWISH DAY SCHOOL 3730 N CALIFORNIA AVE CHICAGO IL 60601 364437180 501(C)(3) 5000 ELEMENTARY & SECONDARY EDUCATION CHICAGO COMMUNITY FOUNDATION 225 NORTH MICHIGAN AVE STE 2200 CHICAGO IL 60601 363432023 501(C)(3) 11000 COMMUNITY FOUNDATION-PHILANTHROPY & GRANT MAKING CHABAD ON CAMPUS AT OSU 207 EAST 15TH AVENUE COLUMBUS OH 43201 812505414 501(C)(3) 29280 JEWISH EDUCATION & OUTREACH CHABAD OF RIVER NORTH & FULTON MARKET 353 N DESPLAINES SUITE 610 CHICAGO IL 60661 824426647 501(C)(3) 5400 JEWISH EDUCATION & OUTREACH CHABAD HOUSE NORTHERN PALM BEACH ISLAND 361 SOUTH COUNTY RD D PALM BEACH FL 33480 262697228 501(C)(3) 54000 JEWISH EDUCATION & OUTREACH CATCO DEVELOPMENT OFFICE 55 E STATE ST COLUMBUS OH 43215 311168461 501(C)(3) 6500 ARTS, CULTURE & HUMANITIES CANCER SUPPORT COMMUNITY 1200 OLD HENDERSON RD COLUMBUS OH 43220 201388385 501(C)(3) 9405 EDUCATIONAL SERVICES FOR CANCER PATIENTS AND FAMILIES CANCER ALLIANCE OF HELP & HOPE PO BOX 3292 PALM BEACH FL 33480 900101236 501(C)(3) 5200 EDUCATIONAL SERVICES FOR CANCER PATIENTS AND FAMILIES BIG BROTHERSBIG SISTERS OF CENTRAL OHIO 1855 EAST DUBLIN-GRANVILLE ROAD COLUMBUS OH 43229 314379429 501(C)(3) 21100 HUMAN SERVICES - ADULT & CHILD MENTORING BEXLEY EDUCATION FOUNDATION 348 SOUTH CASSINGHAM ROAD BEXLEY OH 43209 311463283 501(C)(3) 15006 SUPPORTS EDUCATIONAL INITIATIVES OF THE BEXLEY PUBLIC SCHOOLS BEXLEY COMMUNITY FOUNDATION 552 SOUTH DREXEL AVENUE COLUMBUS OH 43209 271405357 501(C)(3) 51550 FUND RAISING AND FUND DISTRIBUTION COLUMBUS COMMUNITY KOLLEL 2513 EAST MAIN STREET COLUMBUS OH 43209 311438033 501(C)(3) 210828 ADULT JEWISH EDUCATION BETH TORAH CONGREGATION - HOUSE OF TRADITION 2942 E BROAD ST COLUMBUS OH 43209 510158115 501(C)(3) 16800 SYNAGOGUE; WORSHIP & EDUCATION BATED BREATH THEATRE COMPANY CITY ARTS ON PEARL 233 PEARL ST BOX 21 HARTFORD CT 06103 262370741 501(C)(3) 60500 ARTS, CULTURE & HUMANIITIES BARRY UNIVERSITY INC 11300 NE 2ND AVE MIAMI SHORES FL 331616628 590624364 501(C)(3) 5000 UNIVERSITY OR TECHNOLOGICAL INSTITUTE BALLETMET DEVELOPMENT DEPT 322 MOUNT VERNON AVENUE COLUMBUS OH 43215 310858562 501(C)(3) 6550 ARTS, CULTURAL & HUMANIITIES BABSON COLLEGE - THE FUND FOR BABSON CRUICKSHANK ALUMNI HALL BABSON PARK MA 02457 042103544 501(C)(3) 5100 UNDERGRADUATE COLLEGE BREAD ORGANIZATION 404 S THIRD ST COLUMBUS OH 43215 311467082 501(C)(3) 8500 COMMUNITY; NEIGHBORHOOD DEVELOPMENT; IMPROVEMENT ASPEN JEWISH SYNAGOGUE 77 MEADOWWOOD DR ASPEN CO 81611 840723135 501(C)(3) 8100 SYNAGOGUE; WORSHIP & EDUCATION ASPEN ART MUSEUM 637 EAST HYMAN AVE ASPEN CO 81611 840746671 501(C)(3) 7000 ARTS & CULTURAL CENTER ARTHUR G JAMES CANCER HOSPITAL 660 ACKERMAN ROAD PO BOX 183112 COLUMBUS OH 43218 311145986 501(C)(3) 134628 HEALTH - ONCOLOGY ANSHE SHOLOM B'NAI ISRAEL CONGREGATION 540 W MELROSE ST CHICAGO IL 60657 362284422 501(C)(3) 12800 SYNAGOGUE; WORSHIP & EDUCATION ANDREWS HOUSE INC 39 WINTER ST DELAWARE OH 430158266 311424363 501(C)(3) 5000 NEIBORHOOD CENTER AMERICAN FRIENDS OF MA'AGALIM INC 4101 PINE TREE DRIVE SUITE 509 MIAMI BEACH FL 33140 273315621 501(C)(3) 7500 FUND RAISING AND FUND DISTRIBUTION AMERICAN FRIENDS MAGEN DAVID ADOM NATIONAL MAIL PROCESSING CENTER PO BOX 96402 WASHINGTON DC 200906402 131790719 501(C)(3) 108165 FUND RAISING AND FUND DISTRIBUTION AMERICAN BATTLE MONUMENTS FOUNDATION 401 EDGEWATER PL STE 600 WAKEFIELD MA 01880 831213860 501(C)(3) 25000 HUMAN SERVICES BETH JACOB CONGREGATION 1223 COLLEGE AVENUE COLUMBUS OH 43209 316401183 501(C)(3) 88748 SYNAGOGUE; WORSHIP & EDUCATION HADASSAH THE WOMEN'S ZIONIST ORG OF AMERICA INC DONOR SERVICES PO BOX 1100 NEW YORK NY 102681100 131656651 501(C)(3) 6098 WOMEN'S RIGHTS COLUMBUS FOUNDATION 1234 EAST BROAD STREET COLUMBUS OH 43205 316044264 501(C)(3) 500861 COMMUNITY FOUNDATION-PHILANTHROPY & GRANT MAKING COLUMBUS JEWISH HISTORICAL SOCIETY 1175 COLLEGE AVENUE COLUMBUS OH 43209 311012951 501(C)(3) 61225 ARTS, CULTURAL & HUMANTIES GREATER MIAMI JEWISH FEDERATION 4200 BISCAYNE BLVD MIAMI FL 33137 590624404 501(C)(3) 51018 FEDERATED GIVING PROGRAMS GOODWILL INDUSTRIES OF CENTRAL OHIO INC 1331 EDGE HILL RD COLUMBUS OH 43212 314379448 501(C)(3) 12650 SUPPORT TO PHYSICALLY DISABLED INDIVIDUALS FURNITURE BANK OF CENTRAL OHIO 118 SOUTH YALE AVENUE COLUMBUS OH 43222 311600869 501(C)(3) 5000 FURNITURE & HOUSEHOLD GOODS ASSISTANCE FRIENDS OF THE DREXEL 55 E STATE ST COLUMBUS OH 43215 271447434 501(C)(3) 7650 ARTS, CULTURAL & HUMANTIES FRIENDS OF THE CONSERVATORY 1777 EAST BROAD STREET COLUMBUS OH 43203 311657027 501(C)(3) 6000 HORTICULTURAL & EDUCATIONAL INSTITUTION FRIENDS OF THE ARAVA INSTITUTE 1320 CENTRE ST SUITE 206 NEWTON CENTRE MA 02459 113485736 501(C)(3) 5468 ENVIRONMENTAL EDUCATION FLYING HORSE FARMS 5260 STATE ROUTE 95 MT GILEAD OH 43338 203498125 501(C)(3) 20250 CAMP EXPERIENCES FOR CHILDREN WITH SERIOUS ILLNESES FLORENCE MELTON SCHOOL OF ADULT JEWISH LEARNING 95 REVERE DRIVE STE J NORTHBROOK IL 60062 010725179 501(C)(3) 38000 ADULT JEWISH EDUCATION FEDERATION OF JEWISH COMMUNITIES OF THE CIS 445 PARK AVE 9TH FLOOR NEW YORK NY 10022 133970940 501(C)(3) 50000 COMMUNITY FOUNDATION-PHILANTHROPY & GRANT MAKING DIRECTIONS FOR YOUTH & FAMILIES INC 1515 INDIANOLA AVE COLUMBUS OH 43201 314407642 501(C)(3) 12500 YOUTH DEVELOPMENT PROGRAMS; COMMUNITY CENTER CREATIVE LIVING INC 150 W 10TH AVE COLUMBUS OH 43201 237159623 501(C)(3) 5100 PROVIDE HOUSING AND SUPPORT TO PHYSICALLY DISABLED INDIVIDUALS CREATIVE HOUSING INC 2233 CITYGATE DR COLUMBUS OH 43219 311329739 501(C)(3) 15140 PROVIDE HOUSING AND SUPPORT TO PHYSICALLY DISABLED INDIVIDUALS COSI (FRANKLIN COUNTY HISTORICAL SOCIETY) 333 WEST BROAD STREET COLUMBUS OH 43215 314383802 501(C)(3) 8300 APPRENTICESHIP PROGRAM; SCIENCE & TECHNOLOGY MUSEUM CONGREGATION TORAT EMET 2375 EAST MAIN STREET BEXLEY OH 43209 311786319 501(C)(3) 118922 SYNAGOGUE; WORSHIP & EDUCATION CONGREGATION TIFERETH ISRAEL 1354 EAST BROAD STREET COLUMBUS OH 43205 314319579 501(C)(3) 209991 SYNAGOGUE; WORSHIP & EDUCATION CONGREGATION RODEPH SHOLOM FINANCE OFFICE FLOOR 3 7 W 83RD ST NEW YORK NY 10024 131628164 501(C)(3) 22500 SYNAGOGUE; WORSHIP & EDUCATION CONGREGATION BETH TIKVAH 6121 OLENTANGY RIVER ROAD WORTHINGTON OH 43085 311069161 501(C)(3) 44527 SYNAGOGUE; WORSHIP & EDUCATION CONGREGATION AHAVAS SHOLOM 2568 EAST BROAD STREET COLUMBUS OH 43209 310898886 501(C)(3) 62044 WORSHIP & EDUCATION; SYNAGOGUE CONGREGATION AGUDAS ACHIM 2767 EAST BROAD STREET COLUMBUS OH 43209 314414020 501(C)(3) 386837 WORSHIP & EDUCATION; SYNAGOGUE COMMUNITY SHELTER BOARD 355 E CAMPUS VIEW BLVD STE 250 COLUMBUS OH 43235 311181284 501(C)(3) 8790 EMERGENCY HOUSING PROGRAMS & COMMUNITY AWARENESS COLUMBUS ZOO AND AQUARIUM 9990 RIVERSIDE DRIVE PO BOX 400 POWELL OH 43065 311307572 501(C)(3) 50450 ZOO, ZOOLOGICAL SOCIETY COLUMBUS TORAH ACADEMY 181 NOE-BIXBY ROAD COLUMBUS OH 43213 314428025 501(C)(3) 643963 ELEMENTARY & SECONDARY EDUCATION COLUMBUS SYMPHONY ORCHESTRA 55 E STATE ST COLUMBUS OH 43215 316402408 501(C)(3) 12375 ARTS, CULTURE & HUMANITIES COLUMBUS SPEECH & HEARING CENTER 510 EAST NORTH BROADWAY STREET COLUMBUS OH 43214 314379449 501(C)(3) 5000 HUMAN SERVICES-HEARING & SPEECH THERAPY COLUMBUS SCHOOL FOR GIRLS 65 SOUTH DREXEL AVENUE COLUMBUS OH 43209 314379452 501(C)(3) 9340 ELEMENTARY & SECONDARY EDUCATION COLUMBUS POLICE FOUNDATION CO THE COLUMBUS FOUNDATION 1234 E BROAD ST COLUMBUS OH 43205 371588250 501(C)(3) 15000 HOLOCAUST MUSEUM MISSION COLUMBUS MUSEUM OF ART 480 EAST BROAD STREET COLUMBUS OH 43215 314379447 501(C)(3) 45495 ARTS, CULTURAL & HUMANTIES COLUMBUS METROPOLITAN LIBRARY FOUNDATION 96 SOUTH GRANT AVENUE COLUMBUS OH 43215 311692755 501(C)(3) 37718 EDUCATION- SUPPORT FOR COLUMBUS METROPOLITAN LIBRARY COLUMBUS JEWISH DAY SCHOOL 150 EAST GRANVILLE STREET NEW ALBANY OH 43054 311482374 501(C)(3) 175381 ELEMENTARY & SECONDARY EDUCATION WOLCOTT SCHOOL 542 N WOLCOTT AVE CHICAGO IL 60622 364496852 501(C)(3) 5000 SECONDARY EDUCATION OHIO JEWISH COMMUNITIES 1175 COLLEGE AVENUE COLUMBUS OH 43209 311042915 501(C)(4) 12000 EDUCATIONAL PROGRAMMING 125 2 PART I, LINE 2: COMMUNITY GRANTS - STEWARDSHIP IS A KEY FUNCTION OF THE GRANTS COMMITTEES 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 GRANTS DIRECTOR 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. FORMAL AUTHORIZATION OF DISBURSEMENTS OCCURS AT BOARD MEETINGS. 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. X X X 0 0 0 0 0 0 0 0 0 JOEL MARCOVITCH CHIEF EXECUTIVE OFFICER 0 317381 0 0 0 240 0 9521 0 20743 0 347885 0 0 TAMRA FITZPATRICK CHIEF FINANCIAL OFFICER 177215 0 0 0 1032 0 5316 0 18390 0 201953 0 0 0 X 66 3361200 MARKET VALUE 0 1 1 PART I, LINE 32B: THE ORGANIZATION USES THIRD PARTIES TO SELL NONCASH CONTRIBUTIONS WHEN NECESSARY. THE CONTRIBUTORS OF THE NONCASH CONTRIBUTIONS ARE RESPONSIBLE FOR PAYMENT OF THE THIRD PARTIES' SERVICES. 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 COMPENSATION IS REVIEWED BY THE FOUNDATION'S VOLUNTEER PERSONNEL COMMITTEE AND THEN APPROVED BY THE FINANCE COMMITTEE. THE COMMITTEE REVIEWS SALARY LEVELS OF AGENCY EXECUTIVES WITH COMPARABLE ENDOWMENT PROGRAMS THROUGH THE USE OF FEDERAL FORMS 990 AND PUBLISHED NONPROFIT SALARY GUIDES. BUDGET IS SUBSEQUENTLY ACTED UPON BY EXECUTIVE COMMITTEE AND BOARD. THIS COMPENSATION SETTING PROCESS AND SUBSEQUENT DECISIONS ARE DOCUMENTED IN MEETING MINUTES. 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 THE COLUMBUS JEWISH FOUNDATION, 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 522,552. 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 1246 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 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 1 0 0 0 SR ASSOCIATES A 1246 SCHEDULE K-1 JEWISH FEDERATION OF COLUMBUS O 74561 FMV (NET TRANSFERS) JEWISH FEDERATION OF COLUMBUS P 10045 FMV (NET TRANSFERS) JEWISHCOLUMBUS P 375346 FMV