2019-03-07T14:03:18-06:00 2018-06-30 420714325 RSM US LLP 1001 LAKESIDE AVENUE EAST SUITE 200 CLEVELAND OH 441141152 990 2017-07-01 311384772 COLUMBUS JEWISH FOUNDATION COLU 6143382365 1175 COLLEGE AVENUE COLUMBUS OH 43209 TAMRA FITZPATRICK CHIEF FINANCIAL OFFICER 6143382365 2019-02-27 1 KAREN O CRIM P00368385 2165231900 108.171.131.189 2019-02-27 13:21:59 ES P 858DBCF55BC5DA4EFF7B2BE905ECD8CA0089E47B 562A18F8DC23C297E42EF16009230818801A988B 2017 2019-02-21 02:37:17Z JOEL MARCOVITCH 1175 COLLEGE AVENUE COLUMBUS OH 43209 51037443 0 X WWW.COLUMBUSJEWISHFOUNDATION.ORG X 1955 OH 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. 17 17 9 50 2434 1201 7826577 8976130 217619 244214 1770869 4221722 573139 141793 10388204 13583859 6553739 7879407 0 0 737130 736098 0 0 202894 206295 323719 7497164 8939224 2891040 4644635 122996255 131504313 24207821 26586790 98788434 104917523 X THE COLUMBUS JEWISH FOUNDATION DEVELOPS SUSTAINABLE FINANCIAL RESOURCES TO FULFILL ITS MISSION TO ENSURE CONTINUITY OF JEWISH LIFE AND TO MEET CHANGING NEEDS LOCALLY, IN ISRAEL AND IN OUR WORLDWIDE COMMUNITY.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. 0 0 7897655 7879407 244214 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 $244,214 REPRESENTS CUSTODIAL RECORD KEEPING FEES FROM FUNDS NOT OWNED BY THE FOUNDATION. ADDITIONALLY, THE FOUNDATION WAS SUPPORTED BY CONTRIBUTIONS IN THE AMOUNT OF $8,976,130 THAT ARE NOT INCLUDED IN PROGRAM SERVICE REVENUE. 7897655 1 1 0 0 0 1 0 0 1 1 1 1 0 0 0 0 1 0 0 0 1 0 0 0 1 0 0 1 0 1 0 0 0 0 0 0 0 0 1 0 0 0 0 1 1 0 0 0 1 41 0 1 9 1 1 1 0 0 0 0 1 1 0 0 0 0 0 0 0 X 17 17 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 OH X TAMRA FITZPATRICK CFO 6143382365 1175 COLLEGE AVENUE COLUMBUS OH 43209 JIM BOWMAN PRESIDENT 5.00 X X 0 0 0 HARLAN ROBINS VICE PRESIDENT 2.00 X X 0 0 0 WILLIAM BYERS TREASURER 2.00 X X 0 0 0 MICHAEL SCHLONSKY SECRETARY 2.00 X X 0 0 0 JEFF MEYER IMMEDIATE PAST PRESIDENT 2.00 X X 0 0 0 JOSHUA BARKAN BOARD MEMBER 2.00 X 0 0 0 DR MICHAEL HALLET BOARD MEMBER 2.00 X 0 0 0 RANDY HANSELL BOARD MEMBER 2.00 X 0 0 0 STEVE HEISER BOARD MEMBER 2.00 X 0 0 0 IRA KANE BOARD MEMBER 2.00 X 0 0 0 INNA KINNEY BOARD MEMBER 2.00 X 0 0 0 STACY LEVIN BOARD MEMBER 2.00 X 0 0 0 JODY SCHEIMAN BOARD MEMBER 2.00 X 0 0 0 LEE SMITH BOARD MEMBER 2.00 X 0 0 0 NEVADA SMITH BOARD MEMBER 2.00 X 0 0 0 AUDREY TUCKERMAN BOARD MEMBER 2.00 X 0 0 0 DR PHILIP WEINERMAN BOARD MEMBER 2.00 X 0 0 0 JACKIE JACOBS CHIEF EXECUTIVE OFFICER 40.00 X 162596 0 35613 TAMRA FITZPATRICK CHIEF FINANCIAL OFFICER 40.00 X 153632 0 31824 316228 0 67437 2 0 1 0 0 253797 27339 8694994 5073175 8976130 RECORD KEEPING FEES 900099 244214 244214 244214 3021520 3021520 58997 136373 -77376 -77376 -77376 37971845 481920 36764151 489412 1207694 -7492 1200202 1200202 21610 253797 63648 -42038 -42038 PARTNERSHIP INVESTMENT 900004 219556 2434 217122 FEDERATION REIMBURSEME 900099 39334 39334 2317 2317 261207 13583859 244214 2434 4361081 7879407 7879407 383665 314410 69255 295469 190569 104900 7927 7927 6163 1042 5121 42874 31191 11683 33215 33215 22620 22620 91722 91722 12135 5792 6343 17277 17277 42754 42754 3077 3077 20964 20964 18239 18239 10992 10992 LIFE INSURANCE 18248 18248 BUILDING SERVICES/MAINT 13432 13432 EQUIPMENT RENTAL/MAINT. 10099 10099 RECEPTION 5592 5592 3353 3353 8939224 7897655 838675 202894 156813 1028408 604837 496563 36753 62641 4618918 1274251 3956461 3344667 106123066 112330782 7813476 9598558 4304849 4642694 122996255 131504313 60010 75005 286232 240533 23861579 26271252 24207821 26586790 X 0 0 0 0 98788434 104917523 98788434 104917523 122996255 131504313 X 4644635 1133724 350730 X X 0 1 X 1 0 X 7638458 3814166 7146062 7826577 8976130 35401393 7638458 3814166 7146062 7826577 8976130 35401393 4858050 30543343 2878549 3886879 2870974 1157551 3081389 13875342 1184 35786 1572 2291 40833 188440 41651 230091 49547659 1000940 0.61640 0.61710 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. OTHER INCOME - 2017 AMOUNT: $ 2,317. 694 7361409 5846475 28652404 1 1 0 1 X 59645965 2434975 3750192 2242930 527486 63060716 52398227 4150636 6196846 2625019 474725 59645965 53763123 1189110 -54761 2060683 438562 52398227 54423628 1300388 548910 2106581 403222 53763123 48592080 2326608 5535643 2030703 54423628 0.15420 0.80120 0.04460 0 0 330000 373600 703600 3748287 1107220 2641067 167031 167031 0 3344667 ALTERNATIVE INVESTMENT FUNDS 5807198 F PARTNERSHIP 3791360 F 9598558 15268334 1133724 550751 1684475 13583859 0 13583859 9139245 200021 200021 8939224 0 8939224 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 136,373. CSV CHANGE OF LIFE INSURANCE 350,730. FUNDRAISING EXPENSES NETTED AGAINST REVENUE 63,648. PART XII, LINE 2D - OTHER ADJUSTMENTS: RENTAL EXPENSES NETTED AGAINST REVENUE 136,373. FUNDRAISING EXPENSES NETTED AGAINST REVENUE 63,648. MIDDLE EAST AND NORTH AFRICA 0 0 INVESTMENTS 600527 0 0 0 0 0 0 600527 0 600527 0 0 0 0 0 0 ANNUAL MEETING 275407 253797 21610 4446 27945 950 30307 275407 253797 21610 4446 27945 950 30307 63648 -42038 1 A KID AGAIN 777-G DEARBORN PARK LANE WORTHINGTON OH 43085 311440073 501(C)(3) 98450 CHILDREN'S & YOUTH SERVICES; ANNUAL HOLIDAY EVENT ALGONQUIN ARTS 173 MAIN STREET MANASQUAN NJ 08736 223195260 501(C)(3) 5100 EDUCATIONAL & CULTURAL CENTER AMERICAN FRIENDS INTERDISCIPLINARY CENTER (AFIDC) 142 W 57TH STREET 11TH FLOOR NEW YORK NY 10019 311577589 501(C)(3) 15000 ANNUAL SCHOLARSHIPS; HIGHER EDUCATION AMERICAN FRIENDS OF HERZOG HOSPITAL INC 57 W 57TH STREET 412 NEW YORK NY 10019 135655183 501(C)(3) 93750 MEDICAL EQUIPMENT AMERICAN HEART ASSOCIATION 5455 N HIGH STREET PO BOX 163549 COLUMBUS OH 43214 135613797 501(C)(3) 5036 RESEARCH, EDUCATION & OUTREACH AMERICAN JEWISH COMMITTEE 165 E 56TH STREET NEW YORK NY 10022 135563393 501(C)(3) 10000 JEWISH EDUCATION & OUTREACH ANDREWS HOUSE INC PO BOX 1266 DELAWARE OH 43015 311424363 501(C)(3) 5000 KIDS ON THE BLOCK OF CENTRAL OHIO ARTHUR G JAMES CANCER HOSPITAL 660 ACKERMAN ROAD PO BOX 183112 COLUMBUS OH 43218 311145986 501(C)(3) 260121 CELEBRATION OF LIFE; PELOTONIA; BREATH OF HOPE OHIO; HERBERT J. BLOCK MEMORIAL FUND ASPEN ART MUSEUM 637 E HYMAN AVEVUE ASPEN CO 81611 840746671 501(C)(3) 7000 NOW; EDUCATION & CULTURAL CENTER ASPEN JEWISH CENTER 77 MEADOWOOD DRIVE ASPEN CO 81611 840723135 501(C)(3) 8460 SYNAGOGUE; WORSHIP & EDUCATION BREAD ORGANIZATION 404 S THIRD STREET COLUMBUS OH 43215 311467082 501(C)(3) 6100 CONGREGATION; WORSHIP & EDUCATION BALLETMET 322 MOUNT VERNON AVENUE COLUMBUS OH 43215 310858562 501(C)(3) 40510 DANCE PERFORMANCES; TRAINING; EDUCATION; OUTREACH BATED BREATH THEATRE COMPANY 233 PEARL STREET BOX 21 HARTFORD CT 06103 262370741 501(C)(3) 35000 ARTISTIC EDUCATION & COMMUNITY OUTREACH BETH JACOB CONGREGATION 1223 COLLEGE AVENUE COLUMBUS OH 43209 316401183 501(C)(3) 62602 SYNAGOGUE; WORSHIP & EDUCATION BEXLEY COMMUNITY FOUNDATION 552 S DREXEL AVENUE COLUMBUS OH 43209 271405357 501(C)(3) 22636 BEXLEY PUBLIC LIBRARY COMMUNITY AUTHOR SERIES FUND; BEXLEY IN BLOOM; TREES FOR BEXLEY BEXLEY EDUCATION FOUNDATION 348 S CASSINGHAM ROAD BEXLEY OH 43209 311463283 501(C)(3) 16608 BOB DARWIN MEMORIAL FUND; CASSINGHAM PLAYGROUND PROJECT BIG BROTHERSBIG SISTERS OF CENTRAL OHIO 1855 E DUBLIN-GRANVILLE ROAD COLUMBUS OH 43229 314379429 501(C)(3) 18700 BOWL FOR KIDS; NURTURE CHILDREN & STRENGTHEN COMMUNITIES BUDDY UP TENNIS INC 5195 HAMPSTEE VILLAGE CENTER WAY 58 58 NEW ALBANY OH 43054 270789426 501(C)(3) 10000 CAMP EXPERIENCES FOR CHILDREN WITH SERIOUS ILLNESSES CANCER ALLIANCE OF HELP & HOPE PO BOX 3292 PALM BEACH FL 33480 900101236 501(C)(3) 5500 BASIC NEEDS ASSISTANCE FOR CANCER PATIENTS AND FAMILIES CENTER FOR HEALTHY FAMILIES 500 S FRONT STREET 930 COLUMBUS OH 43215 208701526 501(C)(3) 5000 COMMUNITY EDUCATION & OUTREACH FOR TEEN PARENTS CHABAD HOUSE NORTHERN PALM BEACH ISLAND 361 S COUNTY ROAD D PALM BEACH FL 33480 262697228 501(C)(3) 54000 JEWISH EDUCATION & OUTREACH CHABAD ON CAMPUS AT OSU 207 E 15TH AVENUE COLUMBUS OH 43201 812505414 501(C)(3) 23568 JEWISH EDUCATION & OUTREACH COLUMBUS ACADEMY 4300 CHERRY BOTTOM ROAD GAHANNA OH 43230 314379445 501(C)(3) 67500 COLLEGE PREPARATORY CURRICULUM; NEW QUEST CAMPAIGN COLUMBUS CITY SCHOOLS EDUCATION FOUNDATION 1234 E BROAD STREET COLUMBUS OH 43205 316034435 501(C)(3) 9000 BOOKS PROGRAM EXPANSION COLUMBUS COMMUNITY KOLLEL 2513 E MAIN STREET COLUMBUS OH 43209 311438033 501(C)(3) 79307 ADULT JEWISH EDUCATION COLUMBUS FOUNDATION 1234 E BROAD STREET COLUMBUS OH 43205 316044264 501(C)(3) 100890 PHILANTHROPY & GRANT MAKING COLUMBUS JEWISH DAY SCHOOL 150 E GRANVILLE STREET NEW ALBANY OH 43054 311482374 501(C)(3) 76050 JEWISH DAY SCHOOL FOR ELEMENTARY AGE STUDENTS COLUMBUS JEWISH HISTORICAL SOCIETY 1175 COLLEGE AVENUE COLUMBUS OH 43209 311012951 501(C)(3) 38743 PRESERVATION OF HISTORY OF THE JEWISH COMMUNITY COLUMBUS METROPOLITAN LIBRARY FOUNDATION 96 S GRANT AVENUE COLUMBUS OH 43215 311692755 501(C)(3) 33583 GREAT LIBRARIES CREATE CAMPAIGN; SUPPORT FOR COLUMBUS METROPOLITAN LIBRARY COLUMBUS MUSEUM OF ART 480 E BROAD STREET COLUMBUS OH 43215 314379447 501(C)(3) 325116 EDUCATIONAL & CULTURAL CENTER COLUMBUS POLICE FOUNDATION CO THE COLUMBUS FOUNDATION 1234 E BROAD STREET COLUMBUS OH 43205 371588250 501(C)(3) 18500 HOLOCAUST MUSEUM; LESSONS FROM THE HOLOCAUST; HOMELAND SECURITY TRAINING COLUMBUS SCHOOL FOR GIRLS 65 S DREXEL AVENUE COLUMBUS OH 43209 314379452 501(C)(3) 14400 COLLEGE PREPARATORY CURRICULUM; CAPITAL CAMPAIGN COLUMBUS SYMPHONY ORCHESTRA 55 E STATE STREET COLUMBUS OH 43215 316402408 501(C)(3) 20300 EDUCATIONAL & COMMUNITY OUTREACH COLUMBUS TORAH ACADEMY 181 NOE-BIXBY ROAD COLUMBUS OH 43213 314428025 501(C)(3) 517243 JEWISH STUDIES FOR ELEMENTARY & SECONDARY AGE STUDENTS; FURNITURE-UPPER SCHOOL CLASSROOMS; LANGUAGE ARTS LOWER SCHOOL COLUMBUS ZOO AND AQUARIUM 9990 RIVERSIDE DRIVE PO BOX 4 POWELL OH 43065 311307572 501(C)(3) 50450 ANIMAL HOSPITAL COMMUNITY SHELTER BOARD 111 LIBERTY STREET 15 COLUMBUS OH 43215 311181284 501(C)(3) 13160 EMERGENCY HOUSING PROGRAMS & COMMUNITY AWARENESS CONGREGATION AGUDAS ACHIM 2767 E BROAD STREET COLUMBUS OH 43209 314414020 501(C)(3) 125411 WORSHIP & EDUCATION; BROTHERHOOD; RELIGIOUS SCHOOL SUBSIDIES CONGREGATION AHAVAS SHOLOM 2568 E BROAD STREET COLUMBUS OH 43209 310898886 501(C)(3) 32442 WORSHIP & EDUCATION CONGREGATION BETH TIKVAH 6121 OLENTANGY RIVER ROAD WORTHINGTON OH 43085 311069161 501(C)(3) 35955 SYNAGOGUE; WORSHIP & EDUCATION; L'DOR VADOR PROJECT CONGREGATION RODEPH SHOLOM 7 W 83RD STREET 3RD FLOOR NEW YORK NY 10024 131628164 501(C)(3) 10000 SYNAGOGUE; WORSHIP & EDUCATION CONGREGATION TIFERETH ISRAEL 1354 E BROAD STREET COLUMBUS OH 43205 311631630 501(C)(3) 292039 SYNAGOGUE; WORSHIP & EDUCATION CONGREGATION TORAT EMET 2375 E MAIN STREET BEXLEY OH 43209 311786319 501(C)(3) 46974 SYNAGOGUE; YAHRZEIT; WORSHIP & EDUCATION EASTWAY CORPORATION DBA HERITAGE OF HANNAH NEIL 31 OBETZ ROAD COLUMBUS OH 43207 310626223 501(C)(3) 22550 RESIDENTIAL, DAY TREATMENT, OUTPATIENT CARE, IN-HOME COUNSELING, AND EDUCATIONAL SERVICES FOR CHILDREN AND SUPPORT FOR THEIR FAMILIES FLORENCE MELTON SCHOOL OF ADULT JEWISH LEARNING 95 REVERE DRIVE SUITE H NORTHBROOK IL 60062 010725179 501(C)(3) 49900 ADULT JEWISH EDUCATION FLYING HORSE FARMS 5260 STATE ROUTE 95 MT GILEAD OH 43338 203498125 501(C)(3) 20200 CAMP EXPERIENCES FOR CHILDREN WITH SERIOUS ILLNESSES FRANKLIN COUNTY 330 HUNTINGTON PARK LANE COLUMBUS OH 43215 310897014 501(C)(1) 5000 ATHLETIC EDUCATION & COMMUNITY OUTREACH-COLUMBUS BASEBALL FRIENDS OF THE ARAVA INSTITUTE 1320 CENTRE STREET SUITE 206 NEWTON CENTRE MA 02459 113485736 501(C)(3) 5582 ENVIRONMENTAL FORUM FRIENDS OF THE CONSERVATORY 1777 E BROAD STREET COLUMBUS OH 43203 311657027 501(C)(3) 22075 CAPITAL CAMPAIGN; HORTICULTURAL & EDUCATIONAL INSTITUTION FRIENDS OF THE DREXEL 55 E STATE STREET COLUMBUS OH 43215 271447434 501(C)(3) 10352 FOSTER, SUPPORT AND PROMOTE EDUCATIONAL, CULTURAL AND ARTS PROGRAMMING FRIENDS OF THE IDF 60 E 42ND STREET NEW YORK NY 10165 133156445 501(C)(3) 6800 EDUCATIONAL, SOCIAL, CULTURAL, RECREATIONAL PROGRAMS AND FACILITIES TO SUPPORT ISRAEL DEFENSE FORCES' SOLDIERS AND THEIR FAMILIES FURNITURE BANK OF CENTRAL OHIO 118 S YALE AVENUE COLUMBUS OH 43222 311600869 501(C)(3) 5100 FURNITURE & HOUSEHOLD GOODS ASSISTANCE GAHANNA-JEFFERSON EDUCATION FOUNDATION 160 S HAMILTON GAHANNA OH 43230 810576974 501(C)(3) 6000 EDUCATION SCHOLARSHIP GOODWILL INDUSTRIES OF CENTRAL OHIO INC 1331 EDGE HILL ROAD COLUMBUS OH 43212 314379448 501(C)(3) 15100 WORKFORCE DEVELOPMENT FOR INDIVIDUALS WITH DISABILITIES AND OTHER BARRIERS HABITAT FOR HUMANITY-MIDOHIO 3140 WESTERVILLE ROAD COLUMBUS OH 43224 311217994 501(C)(3) 103200 AFFORDABLE HOUSING; HOUSE SPONSORSHIP HADASSAH THE WOMEN'S ZIONIST ORG OF AMERICA INC PO BOX 11 NEW YORK NY 10268 131656651 501(C)(3) 8626 KEEPER OF THE GATE; EDUCATION, ADVOCACY & JEWISH CONTINUITY HARMONY PROJECT 779 E LONG STREET COLUMBUS OH 43203 271819074 501(C)(3) 6350 ARTISTIC EDUCATION & COMMUNITY OUTREACH HEALING ACROSS THE DIVIDES INC 72 LAUREL PARK NORTHAMPTON MA 01060 201948432 501(C)(3) 5000 HEALTH SERVICES, EDUCATION & OUTREACH HEBREW UNION COLLEGE 3101 CLIFTON AVENUE CINCINNATI OH 45220 310537067 501(C)(3) 36000 RELIGIOUS & SCHOLARLY LEARNING HERBERT KAY PARKINSON CHAPTER PO BOX 801733 NORTH MIAMI FL 33280 113840788 501(C)(3) 5000 RESEARCH, EDUCATION & OUTREACH ILLINOIS HOLOCAUST MUSEUM & EDUCATION CENTER 9603 WOODS DRIVE SKOKIE IL 60077 363156154 501(C)(3) 5000 TEACHING TOLERANCE & EDUCATION CENTER PROGRAM INNOCENCE PROJECT INC 40 WORTH STREET 701 NEW YORK NY 10013 320077563 501(C)(3) 5000 FREE INCARCERATED INNOCENT PEOPLE JEWISH CENTER OF THE HAMPTONS 44 WOODS LANE PO BOX 517 EAST HAMPTON NY 11937 116035195 501(C)(3) 13837 SYNAGOGUE; HIGH HOLIDAY APPEAL JEWISH CHILD AND FAMILY SERVICES 3145 W PRATT BOULEVARD CHICAGO IL 60645 362167757 501(C)(3) 25000 HEALTH SERVICES, EDUCATION & OUTREACH JEWISH COMMUNITY CENTER 1125 COLLEGE AVENUE COLUMBUS OH 43209 314379496 501(C)(3) 209622 FILM FESTIVAL; MACCABI GAMES; GALLERY PLAYERS; SECURITY UPGRADES; EARLY CHILDHOOD EDUCATION; J TALK SERIES; BOOK FAIR JEWISH FAMILY SERVICES 1070 COLLEGE AVENUE COLUMBUS OH 43209 314379497 501(C)(3) 147633 COMPREHENSIVE HEALTH & SOCIAL SERVICES; SHORT TERM THERAPY; SCRIP JEWISH FEDERATION OF COLUMBUS 1175 COLLEGE AVENUE COLUMBUS OH 43209 310838745 501(C)(3) 1301513 BUILD & STRENGTHEN THE COLUMBUS JEWISH COMMUNITY; HOLOCAUST SURVIVOR CAMPAIGN; CAMPERSHIPS JEWISH FEDERATION-SOUTHERN ARIZONA 3822 E RIVER ROAD 100 TUCSON AZ 85718 860096795 501(C)(3) 6000 BUILD & STRENGTHEN THE SOUTHERN ARIZONA JEWISH COMMUNITY JEWISH THEOLOGICAL SEMINARY 3080 BROADWAY NEW YORK NY 10027 130887640 501(C)(3) 6360 JEWISH RELIGIOUS & SPIRITUAL DEVELOPMENT JEWISH UNITED FUND OF METROPOLITAN CHICAGO 3 S WELLS STREET CHICAGO IL 60606 362167034 501(C)(3) 13318 HUMAN SERVICES AND COMMUNITY SERVICES LIFECARE ALLIANCE 1699 W MOUND STREET COLUMBUS OH 43223 314379494 501(C)(3) 13250 MEALS ON WHEELS; KOSHER KITCHEN LOCAL MATTERS 633 PARSONS AVENUE COLUMBUS OH 43206 061819644 501(C)(3) 25000 COMMUNITY HUMAN SERVICES EDUCATION & OUTREACH LORI SCHOTTENSTEIN CHABAD CENTER PO BOX 80 NEW ALBANY OH 43054 311427001 501(C)(3) 42900 EDUCATIONAL & RELIGIOUS PROGRAMS; FRIENDSHIP CIRCLE; LIFETOWN MAPLE GROVE UNITED METHODIST CHURCH 7 W HENDERSON ROAD COLUMBUS OH 43214 314390526 501(C)(3) 7500 BRIDGES OUT OF POVERTY; DISASTER RELIEF AND COMMUNITY OUTREACH MARBURN ACADEMY 9555 JOHNSTOWN ROAD NEW ALBANY OH 43054 311011901 501(C)(3) 39250 SPECIALIZED EDUCATION FOR LEARNING DISABLED STUDENTS; CAPITAL CAMPAIGN MARION FAMILY YMCA 645 BARKS ROAD MARION OH 43302 314380058 501(C)(3) 13982 FAMILY HUMAN SERVICES MASORTI FOUNDATION 475 RIVERSIDE DRIVE SUITE 832 NEW YORK NY 10115 133137586 501(C)(3) 60650 CONSERVATIVE JEWISH RELIGIOUS & SPIRITUAL DEVELOPMENT MAYO CLINIC 200 FIRST STREET SW ROCHESTER MN 55905 416011702 501(C)(3) 20000 HEALTH SERVICES, EDUCATION & OUTREACH MELISSA'S HOUSE 3000 E MAIN STREET 150 COLUMBUS OH 43209 263101485 501(C)(3) 5000 HEALTH SERVICES, EDUCATION & OUTREACH MID-OHIO FOODBANK 3960 BROOKHAM DRIVE GROVE CITY OH 43123 310865343 501(C)(3) 45076 HUNGER RELIEF PROGRAMS; FOOD FOR THE NEEDY MOMENTUM-EXCELLENCE 500 S FRONT STREET SUITE 965 COLUMBUS OH 43215 464509725 501(C)(3) 6000 DANCE PERFORMANCES; TRAINING; EDUCATION; OUTREACH MONMOUTH UNIVERSITY 400 CEDAR AVENUE WEST LONG BRANCH NJ 07764 210634584 501(C)(3) 7000 HIGHER EDUCATION & SCHOLARSHIP FUNDS NATIONWIDE CHILDREN'S HOSPITAL FOUNDATION PO BOX 16810 COLUMBUS OH 43216 311036370 501(C)(3) 27800 SUPPORT FOR NATIONWIDE CHILDREN'S HOSPITAL; KOSHER FOOD PANTRY NEW ALBANY COMMUNITY FOUNDATION 220 MARKET STREET 205 NEW ALBANY OH 43054 311409264 501(C)(3) 13470 PHILANTHROPY & GRANT MAKING OAKSTONE ACADEMY 900 CLUB DRIVE WESTERVILLE OH 43081 311666674 501(C)(3) 5100 SERVICES FOR FAMILIES & THEIR CHILDREN WITH AUTISM RELATED DISORDERS OHIO JEWISH COMMUNITIES 50 W BROAD STREET 1815 COLUMBUS OH 43215 311042915 501(C)(4) 20000 EDUCATIONAL PROGRAMMING OHIO WILDLIFE CENTER 6131 COOK ROAD POWELL OH 43065 311182372 501(C)(3) 89100 WILDNITE FOR WILDLIFE; CAPITAL IMPROVEMENTS OHIOANS TO STOP EXECUTIONS 9 E LONG STREET SUITE 202 COLUMBUS OH 43215 311269170 501(C)(3) 17000 END DEATH PENALTY IN OHIO OHIOHEALTH FOUNDATION 180 E BROAD STREET 31ST FLOOR COLUMBUS OH 43215 237446919 501(C)(3) 172518 HOSPICE; KOBACKER HOUSE; ALAN & BOBBIE WEILER NURSING FUND & RMH APPRECIATION FUND OSU FOUNDATION 1480 W LANE AVENUE COLUMBUS OH 43221 311145986 501(C)(3) 453727 WEXNER MEDICAL CENTER; JAMES EXPANSION; STAR PROGRAM; RECREATIONAL PROGRAMS & FACILITIES OSU HILLEL 46 E 16TH AVENUE COLUMBUS OH 43201 311048567 501(C)(3) 173343 PROGRAM & BUILDING EXPENSES; CREATING JEWISH LEADERS ON CAMPUS PALM BEACH ORTHODOX SYNAGOGUE INC 120 N COUNTY ROAD PALM BEACH FL 33480 650478910 501(C)(3) 5000 SYNAGOGUE; WORSHIP & EDUCATION PARDES INSTITUTE OF JEWISH STUDIES NORTH AMERICA INC 404 FIFTH AVENUE 3RD FLOOR NEW YORK NY 10018 222594099 501(C)(3) 57225 HIGHER JEWISH EDUCATION PEF ISRAEL ENDOWMENT FUNDS 630 THIRD AVENUE SUITE 1501 NEW YORK NY 10017 136104086 501(C)(3) 6730 BEN SHEMEN YOUTH VILLAGE; COMPUTERS FOR NEGBA PILOT DOGS 625 W TOWN STREET COLUMBUS OH 43215 314393243 501(C)(3) 51325 TRAIN DOGS FOR THE BLIND; GROUP CLASS SECOND PRESBYTERIAN CHURCH 3 W 95TH STREET NEW YORK NY 10025 236393377 501(C)(3) 7500 ALEXANDER ROBERTSON SCHOOL SHALOM HOUSE 1151 COLLEGE AVENUE COLUMBUS OH 43209 311334762 501(C)(3) 35100 GENERAL SUPPORT FOR ADULTS WITH DEVELOPMENTAL DISABILITIES SIGMA ALPHA MU FOUNDATION 8701 FOUNDERS ROAD INDIANAPOLIS IN 46268 136093817 501(C)(3) 40050 SUPPORT EDUCATIONAL PROGRAMS AND SCHOLARSHIPS STEPHEN GAYNOR SCHOOL 148 W 90TH STREET NEW YORK NY 10024 131969570 501(C)(3) 10000 SPECIALIZED EDUCATION FOR LEARNING DISABLED STUDENTS TEMPLE BETH SHALOM 5089 JOHNSTOWN ROAD NEW ALBANY OH 43054 310926157 501(C)(3) 65616 SYNAGOGUE; WORSHIP & EDUCATION; CAPITAL CAMPAIGN TEMPLE ISRAEL 431 E BROAD STREET COLUMBUS OH 43215 311552336 501(C)(3) 76855 SYNAGOGUE; WORSHIP & EDUCATION THE BUCKEYE RANCH 5665 HOOVER ROAD GROVE CITY OH 43123 310642111 501(C)(3) 100000 BONNER ACADEMY SCHOOLS THE MANHATTAN INSTITUTE 52 VANDERBILT AVENUE NEW YORK NY 10017 132912529 501(C)(3) 55000 HIGHER EDUCATION THE NEGEV FOUNDATION 2121 S GREEN ROAD CLEVELAND HEIGHTS OH 44121 341690546 501(C)(3) 10000 SUPPORT ECONOMIC PROGRAMS THROUGH AGRICULTURAL DEVELOPMENT THE OHIO STATE UNIVERSITY 281 W LANE AVENUE 2ND FLOOR COLUMBUS OH 43210 316025986 501(C)(1) 58970 COLLEGE OF MEDICINE & PUBLIC HEALTH; DENTAL SCHOLARSHIPS; WEXNER CENTER FOR THE ARTS UNION FOR REFORM JUDAISM 633 THIRD AVENUE NEW YORK NY 10017 131663143 501(C)(3) 5850 GOLDMAN UNION CAMP; SUPPORT FOR REFORM JEWISH CONGREGATIONS UNITED WAY-CENTRAL OHIO 360 S THIRD STREET COLUMBUS OH 43215 314393712 501(C)(3) 124516 BUILD & STRENGTHEN THE COLUMBUS COMMUNITY WEXNER HERITAGE VILLAGE 1151 COLLEGE AVENUE COLUMBUS OH 43209 314417962 501(C)(3) 235662 LONG TERM HEALTHCARE FOR DISABLED ELDERLY INDIVIDUALS; ZUSMAN HOSPICE WILMINGTON COLLEGE 1870 QUAKER WAY WILMINGTON OH 45177 310537514 501(C)(3) 5000 OHIO PRISON CHOIR PROGRAM WOMEN DONORS NETWORK 565 COMMERCIAL STREET SUITE 300 SAN FRANCISCO CA 94111 050542397 501(C)(3) 8400 WOMEN'S EDUCATIONAL & COMMUNITY OUTREACH YWCA OF COLUMBUS 65 S FOURTH STREET COLUMBUS OH 43215 314379597 501(C)(3) 20050 WOMEN'S HUMAN SERVICES 109 1 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 JACKIE JACOBS CHIEF EXECUTIVE OFFICER 161012 0 0 0 1584 0 5080 0 30533 0 198209 0 0 0 TAMRA FITZPATRICK CHIEF FINANCIAL OFFICER 152600 0 0 0 1032 0 4811 0 27013 0 185456 0 0 0 X 98 3681815 MARKET VALUE X 1 1391360 IND. CERT. APPRAISAL 1 0 1 1 PART I, COLUMN (B): THE ORGANIZATION IS REPORTING A COMBINATION OF THE NUMBER OF CONTRIBUTIONS AND THE NUMBER OF ITEMS RECEIVED. 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 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 350,730. WEISS FAMILY FOUNDATION 1175 COLLEGE AVE COLUMBUS OH 43209 311608779 GRANTS FOR RELIGIOUS, SCIENTIFIC AND LITERARY PURPOSES & SUPPORT OF CJF OH 501(C)(3) LINE 12B, II N/A 0 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 CHARITABLE REMAINDER TRUST (13) CHARITABLE TRUST OH COLUMBUS JEWISH FOUNDATION 1 CHARITABLE LEAD TRUST (2) CHARITABLE TRUST OH COLUMBUS JEWISH FOUNDATION 1 0 0 1 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0