SIEMER INSTITUTE: Form 990, tax year 2017

View the entire original 990 at ProPublica ↗

Organization
SIEMER INSTITUTE (EIN 81-4859121)
Tax period
2017-01-01 to 2017-12-31
Filed
2018-05-14
IRS object ID
201841349349305439
Schema version
2017v2.2
Source
Download XML · Original 990 at ProPublica

Every field in the e-filed return. Faint text is the IRS element name, for citing.

Return header ReturnHeader

FieldValueIRS element (for citing)
Return2018-05-14T13:38:00-05:00ReturnTs
Tax Period End2017-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN314419361PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1JOHN GERLACH & COMPANY LLPBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line137 W BROAD ST 800AddressLine1Txt
CityCOLUMBUSCityNm
State AbbreviationOHStateAbbreviationCd
ZIP43215ZIPCd
FieldValueIRS element (for citing)
Return Type990ReturnTypeCd
Tax Period Begin2017-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN814859121EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1SIEMER INSTITUTEBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlSIEMBusinessNameControlTxt
Phone6142514000PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line11234 EAST BROAD STREETAddressLine1Txt
CityCOLUMBUSCityNm
State AbbreviationOHStateAbbreviationCd
ZIP432051405ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonSCOTT HEITKAMPPersonNm
Person TitleASST TREASURERPersonTitleTxt
Phone6142514000PhoneNum
Signature2018-05-14SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonTJ CONGER CPAPreparerPersonNm
PTINP00068140PTIN
Phone6142242164PhoneNum
Preparation2018-05-14PreparationDt
FieldValueIRS element (for citing)
Tax2017TaxYr
Build TS2022-09-23 18:48:47ZBuildTS

Form 990 IRS990

FieldValueIRS element (for citing)
Initial ReturnYes (X)InitialReturnInd
Principal OfficerSCOTT HEITKAMPPrincipalOfficerNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line11234 EAST BROAD STREETAddressLine1Txt
CityCOLUMBUSCityNm
State AbbreviationOHStateAbbreviationCd
ZIP432051405ZIPCd
FieldValueIRS element (for citing)
Gross Receipts$11,306,259GrossReceiptsAmt
Group Return For Affiliates0GroupReturnForAffiliatesInd
Organization501c3Yes (X)Organization501c3Ind
Website AddressN/AWebsiteAddressTxt
Type Of Organization CorpYes (X)TypeOfOrganizationCorpInd
Formation2017FormationYr
Legal Domicile StateOHLegalDomicileStateCd
Activity Or MissionTHE SIEMER INSTITUTE WILL ENHANCE EDUCATIONAL OPPORTUNITIES FOR SCHOOL-AGED CHILDREN BY PREVENTING FAMILY HOMELESSNESS AND REDUCING SCHOOL INSTABILITY.ActivityOrMissionDesc
Voting Members Governing Body5VotingMembersGoverningBodyCnt
Voting Members Independent5VotingMembersIndependentCnt
Total Employee0TotalEmployeeCnt
Total Volunteers0TotalVolunteersCnt
Total Gross UBI$0TotalGrossUBIAmt
Net Unrelated Bus Txbl Incm$0NetUnrelatedBusTxblIncmAmt
CY Contributions Grants$11,306,259CYContributionsGrantsAmt
CY Program Service Revenue$0CYProgramServiceRevenueAmt
CY Investment Income$0CYInvestmentIncomeAmt
CY Other Revenue$0CYOtherRevenueAmt
CY Total Revenue$11,306,259CYTotalRevenueAmt
CY Grants And Similar Paid$4,050,000CYGrantsAndSimilarPaidAmt
CY Benefits Paid To Members$0CYBenefitsPaidToMembersAmt
CY Salaries Comp Emp Bnft Paid$0CYSalariesCompEmpBnftPaidAmt
CY Total Prof Fndrsng Expns$0CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense$0CYTotalFundraisingExpenseAmt
CY Other Expenses$61,010CYOtherExpensesAmt
CY Total Expenses$4,111,010CYTotalExpensesAmt
CY Revenues Less Expenses$7,195,249CYRevenuesLessExpensesAmt
Total Assets EOY$7,632,873TotalAssetsEOYAmt
Total Liabilities EOY$437,624TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances EOY$7,195,249NetAssetsOrFundBalancesEOYAmt
MissionTHE SIEMER INSTITUTE WILL ENHANCE EDUCATIONAL OPPORTUNITIES FOR SCHOOL-AGED CHILDREN BY PREVENTING FAMILY HOMELESSNESS AND REDUCING SCHOOL INSTABILITY.MissionDesc
Significant New Program Srvc0SignificantNewProgramSrvcInd
Significant Change0SignificantChangeInd
Expense$4,050,000ExpenseAmt
Grant$4,050,000GrantAmt
DescSOCIAL SERVICESDesc
Total Program Service Expenses$4,050,000TotalProgramServiceExpensesAmt
Described In Section501c3Yes (1)DescribedInSection501c3Ind
Schedule B RequiredYes (1)ScheduleBRequiredInd
Political Campaign Acty0PoliticalCampaignActyInd
Lobbying Activities0LobbyingActivitiesInd
Subject To Proxy Tax0SubjectToProxyTaxInd
Donor Advised Fund0DonorAdvisedFundInd
Conservation Easements0ConservationEasementsInd
Collections Of Art0CollectionsOfArtInd
Credit Counseling0CreditCounselingInd
Temp Or Permanent Endowments0TempOrPermanentEndowmentsInd
Report Land Building Equipment0ReportLandBuildingEquipmentInd
Report Investments Other Sec0ReportInvestmentsOtherSecInd
Report Program Related Invst0ReportProgramRelatedInvstInd
Report Other Assets0ReportOtherAssetsInd
Report Other Liabilities0ReportOtherLiabilitiesInd
Include FIN48 FootnoteYes (1)IncludeFIN48FootnoteInd
Independent Audit Fincl StmtYes (1)IndependentAuditFinclStmtInd
Consolidated Audit Fincl StmtYes (1)ConsolidatedAuditFinclStmtInd
School Operating0SchoolOperatingInd
Foreign Office0ForeignOfficeInd
Foreign Activities0ForeignActivitiesInd
More Than5000 K To Org0MoreThan5000KToOrgInd
More Than5000 K To Individuals0MoreThan5000KToIndividualsInd
Professional Fundraising0ProfessionalFundraisingInd
Fundraising Activities0FundraisingActivitiesInd
Gaming Activities0GamingActivitiesInd
Operate Hospital0OperateHospitalInd
Grants To OrganizationsYes (1)GrantsToOrganizationsInd
Grants To Individuals0GrantsToIndividualsInd
Schedule J RequiredYes (1)ScheduleJRequiredInd
Tax Exempt Bonds0TaxExemptBondsInd
Engaged In Excess Benefit Trans0EngagedInExcessBenefitTransInd
PY Excess Benefit Trans0PYExcessBenefitTransInd
Loan Outstanding0LoanOutstandingInd
Grant To Related Person0GrantToRelatedPersonInd
Business Rln With Org Mem0BusinessRlnWithOrgMemInd
Business Rln With Fam Mem0BusinessRlnWithFamMemInd
Business Rln With Officer Ent0BusinessRlnWithOfficerEntInd
Deductible Non Cash Contri0DeductibleNonCashContriInd
Deductible Art Contribution0DeductibleArtContributionInd
Terminate Operations0TerminateOperationsInd
Partial Liquidation0PartialLiquidationInd
Disregarded Entity0DisregardedEntityInd
Related EntityYes (1)RelatedEntityInd
Related Organization Ctrl Ent0RelatedOrganizationCtrlEntInd
Trnsfr Exmpt Non Chrtbl Rltd Org0TrnsfrExmptNonChrtblRltdOrgInd
Activities Conducted Prtshp0ActivitiesConductedPrtshpInd
Schedule O RequiredYes (1)ScheduleORequiredInd
IRP Document0IRPDocumentCnt
IRP Document W2 G0IRPDocumentW2GCnt
Employee0EmployeeCnt
Unrelated Bus Incm Over Limit0UnrelatedBusIncmOverLimitInd
Foreign Financial Account0ForeignFinancialAccountInd
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTransInd
Taxable Party Notification0TaxablePartyNotificationInd
Nondeductible Contributions0NondeductibleContributionsInd
Quid Pro Quo Contributions0QuidProQuoContributionsInd
Form8282 Property Disposed Of0Form8282PropertyDisposedOfInd
Rcv Fnds To Pay Prsnl Bnft Cntrct0RcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft Cntrct0PayPremiumsPrsnlBnftCntrctInd
Indoor Tanning Services0IndoorTanningServicesInd
Info In Schedule O Part VIYes (X)InfoInScheduleOPartVIInd
Governing Body Voting Members5GoverningBodyVotingMembersCnt
Independent Voting Member5IndependentVotingMemberCnt
Family Or Business RlnYes (1)FamilyOrBusinessRlnInd
Delegation Of Mgmt Duties0DelegationOfMgmtDutiesInd
Change To Org Documents0ChangeToOrgDocumentsInd
Material Diversion Or Misuse0MaterialDiversionOrMisuseInd
Members Or Stockholders0MembersOrStockholdersInd
Election Of Board Members0ElectionOfBoardMembersInd
Decisions Subject To Approva0DecisionsSubjectToApprovaInd
Minutes Of Governing BodyYes (1)MinutesOfGoverningBodyInd
Minutes Of CommitteesYes (1)MinutesOfCommitteesInd
Officer Mailing Address0OfficerMailingAddressInd
Local Chapters0LocalChaptersInd
Form990 Provided To Gvrn Body0Form990ProvidedToGvrnBodyInd
Conflict Of Interest PolicyYes (1)ConflictOfInterestPolicyInd
Annual Disclosure Covered PrsnYes (1)AnnualDisclosureCoveredPrsnInd
Regular Monitoring EnfrcYes (1)RegularMonitoringEnfrcInd
Whistleblower PolicyYes (1)WhistleblowerPolicyInd
Document Retention Policy0DocumentRetentionPolicyInd
Compensation Process CEO0CompensationProcessCEOInd
Compensation Process Other0CompensationProcessOtherInd
Investment In Joint Venture0InvestmentInJointVentureInd
States Where Copy Of Return Is FldOHStatesWhereCopyOfReturnIsFldCd
Other WebsiteYes (X)OtherWebsiteInd
Upon RequestYes (X)UponRequestInd

Books In Care Of Detail BooksInCareOfDetail

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1THE COLUMBUS FOUNDATIONBusinessNameLine1Txt
FieldValueIRS element (for citing)
Phone6142514000PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line11234 EAST BROAD STREETAddressLine1Txt
CityCOLUMBUSCityNm
State AbbreviationOHStateAbbreviationCd
ZIP432051405ZIPCd

Form990 Part VII Section A Form990PartVIISectionAGrp (9 entries)

TitleTitleTxtAverage Hours Per WeekAverageHoursPerWeekRtIndividual Trustee Or DirectorIndividualTrusteeOrDirectorIndOfficerOfficerIndReportable Comp From OrgReportableCompFromOrgAmtReportable Comp From Rltd OrgReportableCompFromRltdOrgAmtOther CompensationOtherCompensationAmtAverage Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRt
BARBARA SIEMER
CHAIR/DIRECTOR1.50Yes (X)Yes (X)$0$0$0
ELIZABETH SIEMER
PRESIDENT & VICE CHAIR/DIRECTOR1.50Yes (X)Yes (X)$0$0$0
TANNY CRANE AS OF 101917
VICE PRESIDENT/DIRECTOR1.50Yes (X)Yes (X)$0$0$0
RUSSELL GERTMENIAN
SECRETARY/DIRECTOR (AS OF 10/19/17)1.50Yes (X)Yes (X)$0$0$0
WILLIAM G JURGENSEN
TREASURER/DIRECTOR (AS OF 10/19/17)1.50Yes (X)Yes (X)$0$0$0
LISA S COURTICE TRHU 42117
DIRECTOR1.00Yes (X)$0$64,252$15,00750.00
DAN SHARPE 42217-101917
DIRECTOR1.00Yes (X)$0$131,855$22,13850.00
DOUGLAS F KRIDLERTHRU 101917
ASSISTANT SECRETARY/DIRECTOR1.50Yes (X)$0$378,341$98,69950.00
SCOTT G HEITKAMP THRU 101917
ASSISTANT TREASURER/DIRECTOR2.00Yes (X)$0$198,379$35,45850.00
FieldValueIRS element (for citing)
Total Reportable Comp From Org$0TotalReportableCompFromOrgAmt
Tot Reportable Comp Rltd Org$772,827TotReportableCompRltdOrgAmt
Total Other Compensation$171,302TotalOtherCompensationAmt
Indiv Rcvd Greater Than100 K0IndivRcvdGreaterThan100KCnt
Former Ofcr Employees Listed0FormerOfcrEmployeesListedInd
Total Comp Greater Than150 KYes (1)TotalCompGreaterThan150KInd
Compensation From Other Srcs0CompensationFromOtherSrcsInd
Cntrct Rcvd Greater Than100 K0CntrctRcvdGreaterThan100KCnt
All Other Contributions$11,306,259AllOtherContributionsAmt
Total Contributions$11,306,259TotalContributionsAmt

Total Revenue TotalRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$11,306,259TotalRevenueColumnAmt
Related Or Exempt Func Income$0RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue$0UnrelatedBusinessRevenueAmt
Exclusion$0ExclusionAmt

Grants To Domestic Orgs GrantsToDomesticOrgsGrp

FieldValueIRS element (for citing)
Total$4,050,000TotalAmt
Program Services$4,050,000ProgramServicesAmt

Fees For Services Management FeesForServicesManagementGrp

FieldValueIRS element (for citing)
Total$55,000TotalAmt
Management And General$55,000ManagementAndGeneralAmt

Other Expenses OtherExpensesGrp

FieldValueIRS element (for citing)
DescOTHER EXPENSESDesc
Total$6,010TotalAmt
Management And General$6,010ManagementAndGeneralAmt

Total Functional Expenses TotalFunctionalExpensesGrp

FieldValueIRS element (for citing)
Total$4,111,010TotalAmt
Program Services$4,050,000ProgramServicesAmt
Management And General$61,010ManagementAndGeneralAmt
Fundraising$0FundraisingAmt

Cash Non Interest Bearing CashNonInterestBearingGrp

FieldValueIRS element (for citing)
EOY$7,632,873EOYAmt

Total Assets TotalAssetsGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$7,632,873EOYAmt

Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp

FieldValueIRS element (for citing)
EOY$124EOYAmt

Grants Payable GrantsPayableGrp

FieldValueIRS element (for citing)
EOY$437,500EOYAmt

Total Liabilities TotalLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$437,624EOYAmt
FieldValueIRS element (for citing)
Organization Follows SFAS117Yes (X)OrganizationFollowsSFAS117Ind

Unrestricted Net Assets UnrestrictedNetAssetsGrp

FieldValueIRS element (for citing)
EOY$7,195,249EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$7,195,249EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$7,632,873EOYAmt
FieldValueIRS element (for citing)
Reconcilation Revenue Expnss$7,195,249ReconcilationRevenueExpnssAmt
Other Changes In Net Assets$0OtherChangesInNetAssetsAmt
Info In Schedule O Part XIIYes (X)InfoInScheduleOPartXIIInd
Method Of Accounting AccrualYes (X)MethodOfAccountingAccrualInd
Accountant Compile Or Review0AccountantCompileOrReviewInd
FS AuditedYes (1)FSAuditedInd

FS Audited Basis FSAuditedBasisGrp

FieldValueIRS element (for citing)
Consol And Sep Basis Fincl StmtYes (X)ConsolAndSepBasisFinclStmtInd
FieldValueIRS element (for citing)
Audit Committee0AuditCommitteeInd
Federal Grant Audit Required0FederalGrantAuditRequiredInd

Schedule A IRS990ScheduleA

FieldValueIRS element (for citing)
Supporting Organization509a3Yes (X)SupportingOrganization509a3Ind
Supporting Org Type1Yes (X)SupportingOrgType1Ind
IRS Written DeterminationYes (X)IRSWrittenDeterminationInd
Supported Organizations1SupportedOrganizationsCnt

Supported Org Information SupportedOrgInformationGrp

Supported Organization Name SupportedOrganizationName

FieldValueIRS element (for citing)
Business Name Line1THE COLUMBUS FOUNDATIONBusinessNameLine1Txt
FieldValueIRS element (for citing)
EIN316044264EIN
Organization Type8OrganizationTypeCd
Governing Document ListedYes (1)GoverningDocumentListedInd
Support$55,000SupportAmt
Other Support$0OtherSupportAmt
FieldValueIRS element (for citing)
Supported Organizations Total1SupportedOrganizationsTotalCnt
Support Sum$55,000SupportSumAmt
Other Support Sum$0OtherSupportSumAmt

Form990 Sch A Supporting Org Form990SchASupportingOrgGrp

FieldValueIRS element (for citing)
Listed By Name Governing DocYes (1)ListedByNameGoverningDocInd
Suprt Org No IRS Determination0SuprtOrgNoIRSDeterminationInd
Supported Org Section C4560SupportedOrgSectionC456Ind
Supported Org Not Organized US0SupportedOrgNotOrganizedUSInd
Organization Change Suprt Org0OrganizationChangeSuprtOrgInd
Support Non Supported Org0SupportNonSupportedOrgInd
Payment Substantial Contribtr0PaymentSubstantialContribtrInd
Loan Disqualified Person0LoanDisqualifiedPersonInd
Controlled Disqualified Prsn0ControlledDisqualifiedPrsnInd
Disqualified Prsn Controll Int0DisqualifiedPrsnControllIntInd
Disqualified Prsn Ownr Int0DisqualifiedPrsnOwnrIntInd
Excess Business Holdings Rules0ExcessBusinessHoldingsRulesInd
Contribution Controller0ContributionControllerInd
Contribution Family0ContributionFamilyInd
Contribution35 Controlled0Contribution35ControlledInd

Form990 Sch A Type1 Suprt Org Form990SchAType1SuprtOrgGrp

FieldValueIRS element (for citing)
Power Appoint Majority Dir TrstYes (1)PowerAppointMajorityDirTrstInd
Operate Benefit Non Suprt Org0OperateBenefitNonSuprtOrgInd

Schedule B IRS990ScheduleB

Contributor Information ContributorInformationGrp

FieldValueIRS element (for citing)
ContributorRESTRICTEDContributorNum

Contributor Business Name ContributorBusinessName

FieldValueIRS element (for citing)
Business Name Line1RESTRICTEDBusinessNameLine1

Contributor US Address ContributorUSAddress

FieldValueIRS element (for citing)
Address Line1RESTRICTEDAddressLine1
Address Line2RESTRICTEDAddressLine2
CityRESTRICTEDCity
StateRESTRICTEDState
ZIP CodeRESTRICTEDZIPCode
FieldValueIRS element (for citing)
Total ContributionsRESTRICTEDTotalContributionsAmt

Schedule D IRS990ScheduleD

FieldValueIRS element (for citing)
Total Book Value Land Buildings$0TotalBookValueLandBuildingsAmt
Footnote TextYes (X)FootnoteTextInd
Total Rev Etc Audited Fincl Stmt$11,306,259TotalRevEtcAuditedFinclStmtAmt
Revenue Not Reported$0RevenueNotReportedAmt
Revenue Subtotal$11,306,259RevenueSubtotalAmt
Revenue Not Reported Fincl Stmt$0RevenueNotReportedFinclStmtAmt
Total Revenue Per Form990$11,306,259TotalRevenuePerForm990Amt
Tot Expns Etc Audited Fincl Stmt$4,111,010TotExpnsEtcAuditedFinclStmtAmt
Expenses Not Reported$0ExpensesNotReportedAmt
Expenses Subtotal$4,111,010ExpensesSubtotalAmt
Expenses Not Rpt Fincl Stmt$0ExpensesNotRptFinclStmtAmt
Total Expenses Per Form990$4,111,010TotalExpensesPerForm990Amt

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferencePART X, LINE 2:FormAndLineReferenceDesc
ExplanationINCOME TAXES - THE FOUNDATION IS RECOGNIZED AS EXEMPT FROM INCOME TAX UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE, AND THEREFORE, HAS MADE NO PROVISION FOR FEDERAL, STATE, OR LOCAL INCOME TAX IN THE ACCOMPANYING FINANCIAL STATEMENTS. THE FOUNDATION HAS ADOPTED THE PROVISIONS OF THE FINANCIAL ACCOUNTING STANDARDS BOARD (FASB) ACCOUNTING STANDARDS BOARD (ASC) RELATING TO UNCERTAIN TAX POSITIONS. MANAGEMENT HAS REVIEWED ITS CURRENT AND PAST INCOME TAX POSITIONS AND HAS DETERMINED, BASED ON CLEAR AND UNAMBIGUOUS TAX LAW AND REGULATIONS, THAT THE TAX POSITIONS TAKEN ARE CERTAIN AND THAT THERE IS NO LIKELIHOOD THAT A MATERIAL TAX ASSESSMENT WOULD BE MADE IF THE RESPECTIVE GOVERNMENT AGENCY EXAMINED TAX RETURNS SUBJECT TO AUDIT. ACCORDINGLY, NO PROVISION FOR THE EFFECTS OF UNCERTAIN TAX POSITIONS HAS BEEN RECORDED.ExplanationTxt

Schedule I IRS990ScheduleI

FieldValueIRS element (for citing)
Grant Records MaintainedYes (1)GrantRecordsMaintainedInd

Recipient Table RecipientTable (47 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdRecipient EINRecipientEINIRC SectionIRCSectionDescCash GrantCashGrantAmtPurpose Of GrantPurposeOfGrantTxt
METRO UNITED WAY INC
334 EAST BROADWAY PO BOX 4488LOUISVILLEKY402040488610444680501C3$100,000SOCIAL SERVICES
UNITED WAY ARKANSAS
PO BOX 798NORTH LITTLE ROCKAR72115710329790501C3$50,000SOCIAL SERVICES
UNITED WAY ATLANTA
100 EDGEWOOD AVENUE NEATLANTAGA30303580566194501C3$150,000SOCIAL SERVICES
UNITED WAY AUSTIN
2000 E MLK JR BLVDAUSTINTX78702741193439501C3$100,000SOCIAL SERVICES
UNITED WAY BATTLE CREEK & KALAMAZOO
709 SOUTH WESTNEDGE AVENUEKALAMAZOOMI49007381359193501C3$12,500SOCIAL SERVICES
UNITED WAY BAY AREA
550 KEARNY STREET SUITE 1000SAN FRANCISCOCA94108941312348501C3$200,000SOCIAL SERVICES
UNITED WAY BUFFALO & ERIE COUNTY
742 DELAWARE AVENUEBUFFALONY14209160743969501C3$50,000SOCIAL SERVICES
UNITED WAY CENTRAL ALABAMA
PO BOX 320189BIRMINGHAMAL35232630288846501C3$100,000SOCIAL SERVICES
UNITED WAY CENTRAL CAROLINAS
301 SOUTH BREVARD STREETCHARLOTTENC28202560529948501C3$50,000SOCIAL SERVICES
UNITED WAY CENTRAL INDIANA
3901 NORTH MERIDIAN STREETINDIANAPOLISIN46208351007590501C3$150,000SOCIAL SERVICES
UNITED WAY CENTRAL IOWA
1111 9TH STREET 100DES MOINESIA50314420680425501C3$75,000SOCIAL SERVICES
UNITED WAY CENTRAL OHIO
360 SOUTH THIRD STREETCOLUMBUSOH432155485314393712501C3$175,000SOCIAL SERVICES
UNITED WAY CHICAGO
333 SOUTH WABASH AVENUE 30TH FLOORCHICAGOIL60614300200478501C3$150,000SOCIAL SERVICES
UNITED WAY CINCINNATI
2400 READING ROADCINCINNATIOH452021458310537502501C3$100,000SOCIAL SERVICES
UNITED WAY CLEVELAND
1331 EUCLID AVENUECLEVELANDOH44115346516654501C3$100,000SOCIAL SERVICES
UNITED WAY DALLAS
1800 NORTH LAMARDALLASTX75202756005352501C3$50,000SOCIAL SERVICES
UNITED WAY DANE COUNTY
2059 ATWOOD AVENUEMADISONWI53704390817532501C3$25,000SOCIAL SERVICES
UNITED WAY DAYTON AREA
33 WEST FIRST STREET SUITE 500DAYTONOH45402310536658501C3$25,000SOCIAL SERVICES
UNITED WAY HEART OF FLORIDA
1940 TRAYLOR BLVDORLANDOFL32804590808854501C3$100,000SOCIAL SERVICES
UNITED WAY HOUSTON
50 WAUGH DRIVEHOUSTONTX77007741167964501C3$100,000SOCIAL SERVICES
UNITED WAY KANSAS CITY
801 WEST 47TH STREET SUITE 500KANSAS CITYMO64112440545812501C3$100,000SOCIAL SERVICES
UNITED WAY KING COUNTY
720 SECOND AVENUESEATTLEWA98104910565555501C3$100,000SOCIAL SERVICES
UNITED WAY LEE COUNTY
7273 CONCOURSE DRIVEFORT MYERSFL33908591005169501C3$25,000SOCIAL SERVICES
UNITED WAY LOS ANGELES
1150 SOUTH OLIVE STREET SUITE T500LOS ANGELESCA90015952274801501C3$150,000SOCIAL SERVICES
UNITED WAY MARYLAND
PO BOX 1576BALTIMOREMD21203520591543501C3$75,000SOCIAL SERVICES
UNITED WAY MASSACHUSETTS BAY
51 SLEEPER STREETBOSTONMA02210042382233501C3$150,000SOCIAL SERVICES
UNITED WAY MIAMI DADE
3250 SW THIRD AVENUEMIAMIFL331292712590830840501C3$50,000SOCIAL SERVICES
UNITED WAY MIDLANDS
1805 HARNEY STREETOMAHANE68102470376605501C3$50,000SOCIAL SERVICES
UNITED WAY MID-SOUTH
1005 TILLMAN STREETMEMPHISTN38112561010742501C3$100,000SOCIAL SERVICES
UNITED WAY MILE HIGH
2505 18TH STREETDENVERCO80211840404235501C3$100,000SOCIAL SERVICES
UNITED WAY MILWAUKEE
225 WEST VINE STREETMILWAUKEEWI53212390806190501C3$50,000SOCIAL SERVICES
UNITED WAY NASHVILLE
250 VENTURE CIRCLENASHVILLETN37228620533104501C3$100,000SOCIAL SERVICES
UNITED WAY NEVADA
PO BOX 30910LAS VEGASNV87173880071328501C3$100,000SOCIAL SERVICES
UNITED WAY NEW MEXICO
2340 ALAMO AVENUE SE SUITE 200ALBUQUERQUENM87106850277138501C3$50,000SOCIAL SERVICES
UNITED WAY NORTHEAST FLORIDA
40 EAST ADAMS STREETJACKSONVILLEFL32202590637825501C3$50,000SOCIAL SERVICES
UNITED WAY ORANGE COUNTY
18012 MITCHELL AVENUE SOUTHIRVINECA92614330047994501C3$100,000SOCIAL SERVICES
UNITED WAY PHILADELPHIA
1709 BENJAMIN FRANKLIN PARKWAYPHILADELPHIAPA19103231556045501C3$100,000SOCIAL SERVICES
UNITED WAY PIKES PEAK
518 NORTH NEVADA AVENUECOLORADO SPRINGSCO80903840511799501C3$37,500SOCIAL SERVICES
UNITED WAY SACRAMENTO AREA
10389 OLD PLACERVILLE ROADSACRAMENTOCA95827941225382501C3$100,000SOCIAL SERVICES
UNITED WAY SAN DIEGO COUNTY
4699 MURPHY CANYON ROADSAN DIEGOCA92123952213995501C3$50,000SOCIAL SERVICES
UNITED WAY SOUTHEASTERN MICHIGAN
660 WOODWARD AVENUE SUITE 300DETROITMI48226203099071501C3$100,000SOCIAL SERVICES
UNITED WAY SOUTHWESTERN PENNSYLVANIA
PO BOX 735PITTSBURGHPA15230251043578501C3$100,000SOCIAL SERVICES
UNITED WAY ST LOUIS
910 NORTH 11TH STREETST LOUISMO63101430714167501C3$100,000SOCIAL SERVICES
UNITED WAY TOLEDO
424 JACKSON STREETTOLEDOOH436041410344427947501C3$50,000SOCIAL SERVICES
UNITED WAY TUCSON AND SOUTHERN AZ
PO BOX 86750TUCSONAZ85754860098932501C3$50,000SOCIAL SERVICES
UNITED WAY TWIN CITIES
404 SOUTH EIGHTH STREETMINNEAPOLISMN55404411973442501C3$50,000SOCIAL SERVICES
UNITED WAY VALLEY OF THE SUN
PO BOX 10748PHOENIXAZ85064860104419501C3$100,000SOCIAL SERVICES
FieldValueIRS element (for citing)
Total501c3 Org47Total501c3OrgCnt

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferencePART I, LINE 2:FormAndLineReferenceDesc
ExplanationGRANTS ARE MADE AT THE RECOMMENDATION OF BOARD MEMBERS AND GRANT APPLICANTS SUBMIT PROPOSALS THAT ARE REVIEWED BY THE BOARD AND THEN REPORTS ARE SUBMITTED BY THE RECIPIENT ORGANIZATION AT THE END OF THE GRANT PERIOD.ExplanationTxt

Schedule J IRS990ScheduleJ

FieldValueIRS element (for citing)
Severance Payment0SeverancePaymentInd
Supplemental Nonqual Rtr Plan0SupplementalNonqualRtrPlanInd
Equity Based Comp Arrngm0EquityBasedCompArrngmInd
Comp Based On Revenue Of Flng Org0CompBasedOnRevenueOfFlngOrgInd
Comp Bsd On Rev Related Orgs0CompBsdOnRevRelatedOrgsInd
Comp Bsd Net Earns Flng Org0CompBsdNetEarnsFlngOrgInd
Comp Bsd Net Earns Rltd Orgs0CompBsdNetEarnsRltdOrgsInd
Any Non Fixed Payments0AnyNonFixedPaymentsInd
Initial Contract Exception0InitialContractExceptionInd

Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (3 entries)

TitleTitleTxtBase Compensation Filing OrgBaseCompensationFilingOrgAmtCompensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmtBonus Filing OrganizationBonusFilingOrganizationAmountBonus Related OrganizationsBonusRelatedOrganizationsAmtOther Compensation Filing OrgOtherCompensationFilingOrgAmtOther Compensation Rltd OrgsOtherCompensationRltdOrgsAmtDeferred Compensation Flng OrgDeferredCompensationFlngOrgAmtDeferred Comp Rltd OrgsDeferredCompRltdOrgsAmtNontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmtNontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmtTotal Compensation Filing OrgTotalCompensationFilingOrgAmtTotal Compensation Rltd OrgsTotalCompensationRltdOrgsAmtComp Report Prior990 Filing OrgCompReportPrior990FilingOrgAmtComp Report Prior990 Rltd OrgsCompReportPrior990RltdOrgsAmt
DAN SHARPE 42217-101917
DIRECTOR$0$131,855$0$0$0$0$0$13,829$0$8,309$0$153,993$0$0
DOUGLAS F KRIDLERTHRU 101917
ASSISTANT SECRETARY/DIRECTOR$0$378,341$0$0$0$0$0$79,747$0$18,952$0$477,040$0$0
SCOTT G HEITKAMP THRU 101917
ASSISTANT TREASURER/DIRECTOR$0$198,379$0$0$0$0$0$11,576$0$23,882$0$233,837$0$0

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (7 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
FORM 990, PART VI, SECTION A, LINE 2BARBARA J. SIEMER IS THE MOTHER OF ELIZABETH M. SIEMER.
FORM 990, PART VI, SECTION B, LINE 11BTO FACILITATE THE TIMELY FILING OF THE FORM 990, THE RETURN IS NOT REVIEWED PRIOR TO ITS FILING BY ALL TRUSTEES. THE RETURN IS, HOWEVER, AVAILABLE FOR REVIEW AT THE NEXT REGULARLY SCHEDULED BOARD MEETING.
FORM 990, PART VI, SECTION B, LINE 12CANNUALLY, TRUSTEES ARE REQUIRED, IN WRITING, TO CONFIRM BOTH THEIR UNDERSTANDING OF THE FOUNDATION'S CONFLICT OF INTEREST POLICY, AND THAT HE/SHE IS IN COMPLIANCE WITH IT.
FORM 990, PART VI, SECTION B, LINE 15LINES 15A & B: TOP OFFICERS ARE NOT COMPENSATED
FORM 990, PART VI, SECTION C, LINE 18THE ORGANIZATION'S FORMS 1023 AND 990 ARE AVAILABLE UPON REQUEST. FURTHER, THE ORGANIZATION'S FORM 990 IS AVAILABLE AT WWW.GUIDESTAR.ORG
FORM 990, PART VI, SECTION C, LINE 19THIS ORGANIZATION MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST.
FORM 990 PART XII, LINE 2CTHE ORGANIZATION DOES NOT HAVE A FORMAL COMMITTEE WITH SPECIFIC DUTIES TO OVERSEE THE AUDIT AND THE SELECTION OF THE INDEPENDENT ACCOUNTANT. HOWEVER, THE FOUNDATION'S FINANCIAL STATEMENTS ARE REVIEWED BY THE ENTIRE BOARD OF TRUSTEES EITHER AT A FORMAL BOARD MEETING, OR BY MEANS OF AN "ACTIONS WITHOUT A MEETING." AN OFFICER OF THE FOUNDATION, EITHER THE TREASURER, OR ASSISTANT TREASURER PRESENTS THE AUDITED FINANCIAL STATEMENTS. SIMILARLY, ANY DISCUSSION REGARDING THE SELECTION AND RETENTION OF THE INDEPENDENT ACCOUNTANT IS DONE AT THE BOARD LEVEL. THESE PROCESSES REMAIN UNCHANGED FROM THE PRIOR YEAR.

Schedule R IRS990ScheduleR

Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp (31 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdEINEINPrimary ActivitiesPrimaryActivitiesTxtLegal Domicile StateLegalDomicileStateCdExempt Code SectionExemptCodeSectionTxtPublic Charity StatusPublicCharityStatusTxtDirect Controlling NADirectControllingNACdControlled OrganizationControlledOrganizationIndBusiness Name Line1DirectControllingEntityName/BusinessNameLine1Txt
THE COLUMBUS FOUNDATION
1234 EAST BROAD STREETCOLUMBUSOH432051405316044264GRANTMAKINGOH501C3LINE 8N/A0
COMMUNITY FOUNDATIONS INC
1234 EAST BROAD STREETCOLUMBUSOH432051405311197385GRANTMAKINGOH501C3LINE 8N/A0
BATTELLE CHARITIES
1234 EAST BROAD STREETCOLUMBUSOH432051405311772342GRANTMAKINGOH501C3LINE 11A, TYPE 10THE COLUMBUS FOUNDATION
CENTRAL BENEFITS HEALTH CARE FOUNDATION
1234 EAST BROAD STREETCOLUMBUSOH432051405311502517GRANTMAKINGOH501C3LINE 11A, TYPE 10THE COLUMBUS FOUNDATION
COLUMBUS YOUTH FOUNDATION
1234 EAST BROAD STREETCOLUMBUSOH432051405316034435GRANTMAKINGOH501C3LINE 11A, TYPE 10THE COLUMBUS FOUNDATION
COMMUNITY GIFTS FOUNDATION
1234 EAST BROAD STREETCOLUMBUSOH432051405311606919GRANTMAKINGOH501C3LINE 11A, TYPE 10THE COLUMBUS FOUNDATION
CRANE FAMILY FOUNDATION
1234 EAST BROAD STREETCOLUMBUSOH432051405412138379GRANTMAKINGOH501C3LINE 11A, TYPE 10THE COLUMBUS FOUNDATION
THE WILLIAM H DAVIS DOROTHY M DAVIS AND WILLIAM C DAVIS FOUNDATION
1234 EAST BROAD STREETCOLUMBUSOH432051405311372548GRANTMAKINGOH501C3LINE 11A, TYPE 10THE COLUMBUS FOUNDATION
BORROR FAMILY FOUNDATION
1234 EAST BROAD STREETCOLUMBUSOH432051405200523484GRANTMAKINGOH501C3LINE 11A, TYPE 10THE COLUMBUS FOUNDATION
THE PAUL G DUKE FOUNDATION INC
1234 EAST BROAD STREETCOLUMBUSOH432051405311045339GRANTMAKINGOH501C3LINE 11A, TYPE 10THE COLUMBUS FOUNDATION
THE FG FOUNDATION
1234 EAST BROAD STREETCOLUMBUSOH432051405010552288GRANTMAKINGOH501C3LINE 11A, TYPE 10THE COLUMBUS FOUNDATION
JOHN B & DARETH GERLACH FOUNDATION
1234 EAST BROAD STREETCOLUMBUSOH432051405311487829GRANTMAKINGOH501C3LINE 11A, TYPE 10THE COLUMBUS FOUNDATION
THE JOHN J & PAULINE GERLACH FOUNDATION
1234 EAST BROAD STREETCOLUMBUSOH432051405311453633GRANTMAKINGOH501C3LINE 11A, TYPE 10THE COLUMBUS FOUNDATION
GREER FOUNDATION
1234 EAST BROAD STREETCOLUMBUSOH432051405311438583GRANTMAKINGOH501C3LINE 11A, TYPE 10THE COLUMBUS FOUNDATION
HINSON FAMILY TRUST
1234 EAST BROAD STREETCOLUMBUSOH432051405316653583GRANTMAKINGOH501C3LINE 11A, TYPE 10THE COLUMBUS FOUNDATION
INGRAM-WHITE CASTLE FOUNDATION
1234 EAST BROAD STREETCOLUMBUSOH432051405316051433GRANTMAKINGOH501C3LINE 11A, TYPE 10THE COLUMBUS FOUNDATION
ISABELLE RIDGWAY FOUNDATION
1234 EAST BROAD STREETCOLUMBUSOH432051405821962568GRANTMAKINGOH501C3LINE 11A, TYPE 10THE COLUMBUS FOUNDATION
KIDD FAMILY FOUNDATION
1234 EAST BROAD STREETCOLUMBUSOH432051405311631547GRANTMAKINGOH501C3LINE 11A, TYPE 10COMMUNITY FOUNDATIONS INC
THE ARTHUR & SARA JO KOBACKER ALFRED & IDA KOBACKER FOUNDATION
1234 EAST BROAD STREETCOLUMBUSOH432051405311380072GRANTMAKINGOH501C3LINE 11A, TYPE 10THE COLUMBUS FOUNDATION
L BRANDS FOUNDATION
1234 EAST BROAD STREETCOLUMBUSOH432051405311387703GRANTMAKINGOH501C3LINE 11A, TYPE 10THE COLUMBUS FOUNDATION
THE MARSH FAMILY FOUNDATION
1234 EAST BROAD STREETCOLUMBUSOH432051405311364161GRANTMAKINGOH501C3LINE 11A, TYPE 10THE COLUMBUS FOUNDATION
THE JOHN H MCCONNELL FOUNDATION
1234 EAST BROAD STREETCOLUMBUSOH432051405311253999GRANTMAKINGOH501C3LINE 11A, TYPE 10THE COLUMBUS FOUNDATION
MEUSE FAMILY FOUNDATION
1234 EAST BROAD STREETCOLUMBUSOH432051405260017844GRANTMAKINGOH501C3LINE 11A, TYPE 10THE COLUMBUS FOUNDATION
MORITZ FAMILY FOUNDATION
1234 EAST BROAD STREETCOLUMBUSOH432051405320100273GRANTMAKINGOH501C3LINE 11A, TYPE 10THE COLUMBUS FOUNDATION
ROUSH FAMILY FOUNDATION
1234 EAST BROAD STREETCOLUMBUSOH432051405311677576GRANTMAKINGOH501C3LINE 11A, TYPE 10THE COLUMBUS FOUNDATION
JAMES A & KATHLEEN C RUTHERFORD FOUNDATION
1234 EAST BROAD STREETCOLUMBUSOH432051405311445233GRANTMAKINGOH501C3LINE 11A, TYPE 10THE COLUMBUS FOUNDATION
THE SHACKELFORD FAMILY FOUNDATION
1234 EAST BROAD STREETCOLUMBUSOH432051405311418621GRANTMAKINGOH501C3LINE 11A, TYPE 10THE COLUMBUS FOUNDATION
TRINITY FOUNDATION
1234 EAST BROAD STREETCOLUMBUSOH432051405202475731GRANTMAKINGOH501C3LINE 11A, TYPE 10THE COLUMBUS FOUNDATION
MARGARET AND ROBERT WALTER FOUNDATION
1234 EAST BROAD STREETCOLUMBUSOH432051405311491083GRANTMAKINGOH501C3LINE 11A, TYPE 10THE COLUMBUS FOUNDATION
THE ROBERT F WOLFE & EDGAR T WOLFE FOUNDATION
1234 EAST BROAD STREETCOLUMBUSOH432051405311253442GRANTMAKINGOH501C3LINE 11A, TYPE 10THE COLUMBUS FOUNDATION
THE SIEMER FAMILY FOUNDATION
1234 EAST BROAD STREETCOLUMBUSOH432051405311550556GRANTMAKINGOH501C3LINE 11A, TYPE 10THE COLUMBUS FOUNDATION
FieldValueIRS element (for citing)
Receipt Of Int Annts Rnts Rylts0ReceiptOfIntAnntsRntsRyltsInd
Gift Grnt Or Cap Contri To Oth Org0GiftGrntOrCapContriToOthOrgInd
Gift Grnt Cap Contri From Oth OrgYes (1)GiftGrntCapContriFromOthOrgInd
Loans Or Guarantees To Other Org0LoansOrGuaranteesToOtherOrgInd
Loans Or Guarantees From Oth Org0LoansOrGuaranteesFromOthOrgInd
Div Related Organization0DivRelatedOrganizationInd
Asset Sale To Other Org0AssetSaleToOtherOrgInd
Asset Purchase From Other Org0AssetPurchaseFromOtherOrgInd
Asset Exchange0AssetExchangeInd
Rental Of Facilities To Oth Org0RentalOfFacilitiesToOthOrgInd
Rental Of Fclts From Oth Org0RentalOfFcltsFromOthOrgInd
Perform Of Services For Oth Org0PerformOfServicesForOthOrgInd
Perform Of Services By Other OrgYes (1)PerformOfServicesByOtherOrgInd
Sharing Of Facilities0SharingOfFacilitiesInd
Paid Employees Sharing0PaidEmployeesSharingInd
Reimbursement Paid To Other Org0ReimbursementPaidToOtherOrgInd
Reimbursement Paid By Other Org0ReimbursementPaidByOtherOrgInd
Transfer To Other Org0TransferToOtherOrgInd
Transfer From Other Org0TransferFromOtherOrgInd

Transactions Related Org TransactionsRelatedOrgGrp (3 entries)

Transaction TypeTransactionTypeTxtInvolvedInvolvedAmtMethod Of Amount DeterminationMethodOfAmountDeterminationTxt
SIEMER FAMILY FOUNDATION
C$11,041,000CASH PAYMENT
THE COLUMBUS FOUNDATION
C$264,983CASH PAYMENT
THE COLUMBUS FOUNDATION
M$55,000CASH PAYMENT

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