2018-03-06T14:17:25-06:00 2017-06-30 420714325 RSM US LLP 1001 LAKESIDE AVENUE EAST SUITE 200 CLEVELAND OH 441141152 990 2016-07-01 311384772 COLUMBUS JEWISH FOUNDATION COLU 6143382365 1175 COLLEGE AVENUE COLUMBUS OH 43209 TAMRA FITZPATRICK CHIEF FINANCIAL OFFICER 6143382365 2018-03-05 1 ZACHARY FORTSCH P00052725 2165231900 108.171.131.186 2018-03-05 07:45:45 ES P 55F89211B7A6E82F84DB6D1F71EECB15FCD8DF1E 55F89211B7A6E82F84DB6D1F71EECB15FCD8DF1E 2016 2021-01-29 14:40:06Z JACKIE JACOBS 1175 COLLEGE AVENUE COLUMBUS OH 43209 41621745 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. 36 36 8 100 2531 572 7146862 7826577 0 217619 2983004 1770869 267478 573139 10397344 10388204 6948225 6553739 0 0 649806 737130 0 0 199446 237331 206295 7835362 7497164 2561982 2891040 111810930 122996255 22311251 24207821 89499679 98788434 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 6578414 6553739 217619 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 $217,619 REPRESENTS CUSTODIAL RECORD KEEPING FEES FROM FUNDS NOT OWNED BY THE FOUNDATION. ADDITIONALLY, THE FOUNDATION WAS SUPPORTED BY CONTRIBUTIONS IN THE AMOUNT OF $7,826,577 THAT ARE NOT INCLUDED IN PROGRAM SERVICE REVENUE. 6578414 1 1 0 0 0 1 0 0 1 1 1 1 0 0 0 0 1 0 0 0 0 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 37 0 1 8 1 1 1 0 0 0 0 0 0 0 0 0 0 0 0 X 36 36 0 0 1 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 JEFF MEYER 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 HARLAN LOUIS ASSISTANT TREASURER 2.00 X X 0 0 0 MICHAEL SCHLONSKY SECRETARY 2.00 X X 0 0 0 NEVADA SMITH ASSISTANT SECRETARY 2.00 X X 0 0 0 STEVEN SCHOTTENSTEIN IMMEDIATE PAST PRESIDENT 2.00 X X 0 0 0 VADIM BARASH BOARD MEMBER 2.00 X 0 0 0 JOSHUA BARKAN BOARD MEMBER 2.00 X 0 0 0 SETH BECKER BOARD MEMBER 2.00 X 0 0 0 JIM BOWMAN BOARD MEMBER 2.00 X 0 0 0 SUZANNE ECKER BOARD MEMBER 2.00 X 0 0 0 GERALDINE ELLMAN BOARD MEMBER 2.00 X 0 0 0 DR HILDA GLAZER BOARD MEMBER 2.00 X 0 0 0 DR ARNOLD GOOD 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 SHELLY IGDALOFF BOARD MEMBER 2.00 X 0 0 0 IRA KANE BOARD MEMBER 2.00 X 0 0 0 JEFF KAPLAN BOARD MEMBER 2.00 X 0 0 0 ROBERT KEIDAN BOARD MEMBER 2.00 X 0 0 0 ALEX KHVALSKY BOARD MEMBER 2.00 X 0 0 0 INNA KINNEY BOARD MEMBER 2.00 X 0 0 0 RABBI DEBORAH LEFTON BOARD MEMBER 2.00 X 0 0 0 HEIDI LEVEY BOARD MEMBER 2.00 X 0 0 0 STACY LEVIN BOARD MEMBER 2.00 X 0 0 0 MARLENE MILLER 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 JOY SOLL BOARD MEMBER 2.00 X 0 0 0 MARK TALIS BOARD MEMBER 2.00 X 0 0 0 DR PHILIP WEINERMAN BOARD MEMBER 2.00 X 0 0 0 ARLENE WEISS BOARD MEMBER 2.00 X 0 0 0 RICHARD WILLIAMS BOARD MEMBER 2.00 X 0 0 0 JIM WINNEGRAD BOARD MEMBER 2.00 X 0 0 0 JACKIE JACOBS CHIEF EXECUTIVE OFFICER 40.00 X 162644 0 34260 TAMRA FITZPATRICK CHIEF FINANCIAL OFFICER 40.00 X 144657 0 29286 307301 0 63546 2 0 1 0 0 368426 7458151 3140819 7826577 RECORD KEEPING FEES 900099 217619 217619 217619 1121589 1121589 35962 148705 -112743 -112743 -112743 31734116 31084836 649280 649280 649280 PARTNERSHIP INVESTMENTS 900004 685882 2531 683351 685882 10388204 217619 2531 2341477 6553739 6553739 370847 302248 68599 298352 203452 94900 8787 8787 19326 14505 4821 39818 29154 10664 4340 4340 21960 21960 1989 1989 17284 5573 11711 21161 21161 34675 34675 3603 3603 13829 13829 18239 18239 11952 11952 UBI TAX 200 200 LIFE INSURANCE 24675 24675 BUILDING SERVICES/MAINT 11351 11351 RECEPTION 8751 8751 12286 12286 7497164 6578414 719304 199446 187392 156813 463635 604837 35331 36753 5108329 1151868 3748843 3956461 95381337 106123066 7856863 7813476 4137529 4304849 111810930 122996255 53112 60010 494526 286232 21763613 23861579 22311251 24207821 X 0 0 0 0 89499679 98788434 89499679 98788434 111810930 122996255 X 2891040 6024691 373024 X X 0 1 X 1 0 X 5679242 7638458 3814166 7146062 7826577 32104505 5679242 7638458 3814166 7146062 7826577 32104505 4147916 27956589 2054407 2878549 3886879 2870974 1157551 12848360 122502 1184 35786 1572 161044 188440 188440 45302349 877926 0.61710 0.54380 X SCHEDULE A, PART II, LINE 10, EXPLANATION OF OTHER INCOME: REFUND FROM PENSION PLAN - 2015 AMOUNT: $ 188,440. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 716 5432056 5098052 26197390 1 1 0 1 X 52398227 4150636 6196846 2625019 474725 59645965 53763123 1189110 -54761 2060683 438562 52398227 54423628 1300388 548910 2106581 403222 53763123 48592080 2326608 5535643 2030703 54423628 45846205 1674822 3186972 2115919 48592080 0.15540 0.79690 0.04770 0 0 819411 373600 1193011 3748287 984837 2763450 167031 167031 0 3956461 ALTERNATIVE INVESTMENT FUNDS 5413476 F PARTNERSHIP 2400000 F 7813476 16934424 6024691 521729 6546420 10388004 200 200 10388204 7645669 148705 148705 7496964 200 200 7497164 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 148,705. CSV CHANGE OF LIFE INSURANCE 373,024. PART XI, LINE 4B - OTHER ADJUSTMENTS: UNRELATED BUSINESS INCOME TAX NETTED AGAINST CONTRIBUTIONS 200. PART XII, LINE 2D - OTHER ADJUSTMENTS: RENTAL EXPENSES NETTED AGAINST REVENUE 148,705. PART XII, LINE 4B - OTHER ADJUSTMENTS: UNRELATED BUSINESS INCOME TAX NETTED AGAINST CONTRIBUTIONS 200. 1 A KID AGAIN 777-G DEARBORN PARK LANE WORTHINGTON OH 43085 311440073 501(C)(3) 78675 CHILDREN'S & YOUTH SERVICES; ANNUAL HOLIDAY EVENT AMERICAN FRIENDS INTERDISCIPLINARY CENTER (AFIDC) 116 EAST 16TH STREET 11TH FLOOR NEW YORK NY 10003 311577589 501(C)(3) 11000 ANNUAL SCHOLARSHIPS; HIGHER EDUCATION AMERICAN FRIENDS MAGEN DAVID ADOM NATIONAL MAIL PROCESSING CENTER PO BOX 96402 WASHINGTON DC 200906402 131790719 501(C)(3) 7658 DISASTER RELIEF AND BLOOD SERVICES AMERICAN JEWISH JOINT DISTRIBUTION COMMITTEE INC 711 THIRD AVENUE 10TH FLOOR NEW YORK NY 10017 131656634 501(C)(3) 23200 EMERGENCY HUMANITARIAN SUPPORT AND DISASTER RELIEF ANDREWS HOUSE INC PO BOX 1266 DELAWARE OH 430158266 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 311301428 501(C)(3) 150973 CELEBRATION OF LIFE; PELOTONIA; BREATH OF HOPE OHIO; HERBERT J. BLOCK MEMORIAL FUND ASPEN ART MUSEUM 637 EAST HYMAN AVENUE ASPEN CO 81611 840746671 501(C)(3) 8800 NOW; EDUCATION & CULTURAL CENTER ASPEN JEWISH CENTER 77 MEADOWOOD DRIVE ASPEN CO 81611 840723135 501(C)(3) 9380 SYNAGOGUE; WORSHIP & EDUCATION ASPENFILM 110 EAST HALLAM STREET SUITE 103 ASPEN CO 816111461 742483139 501(C)(3) 5337 EDUCATION THROUGH FILM B'NAI B'RITH YOUTH ORGANIZATION 800 8TH STREET NW WASHINGTON DC 20001 311794932 501(C)(3) 5421 LEADERSHIP DEVELOPMENT FOR JEWISH TEENS BALLETMET DEVELOPMENT DEPARTMENT 322 MOUNT VERNON AVENUE COLUMBUS OH 43215 310858562 501(C)(3) 38000 DANCE PERFORMANCES; TRAINING; EDUCATION; OUTREACH BETH JACOB CONGREGATION 1223 COLLEGE AVENUE COLUMBUS OH 43209 316401183 501(C)(3) 40545 SYNAGOGUE; WORSHIP & EDUCATION BEXLEY COMMUNITY FOUNDATION 552 SOUTH DREXEL AVENUE COLUMBUS OH 43209 271405357 501(C)(3) 13820 BEXLEY PUBLIC LIBRARY COMMUNITY AUTHOR SERIES FUND; BEXLEY IN BLOOM; TREES FOR BEXLEY BEXLEY EDUCATION FOUNDATION 348 SOUTH CASSINGHAM ROAD BEXLEY OH 43209 311463283 501(C)(3) 26663 BOB DARWIN MEMORIAL FUND; CASSINGHAM PLAYGROUND PROJECT BIG BROTHERSBIG SISTERS OF CENTRAL OHIO 1855 EAST DUBLIN-GRANVILLE ROAD COLUMBUS OH 43229 314379429 501(C)(3) 18068 BOWL FOR KIDS; NURTURE CHILDREN & STRENGTHEN COMMUNITIES 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 CATCO DEVELOPMENT OFFICE 55 EAST STATE STREET COLUMBUS OH 43215 311168461 501(C)(3) 12900 ARTISTIC EDUCATION & COMMUNITY OUTREACH CHABAD HOUSE NORTHERN PALM BEACH ISLAND 361 SOUTH COUNTY ROAD D PALM BEACH FL 33480 262697228 501(C)(3) 27000 JEWISH EDUCATION & OUTREACH CHABAD ON CAMPUS AT OSU 207 EAST 15TH AVENUE COLUMBUS OH 43201 812505414 501(C)(3) 17404 JEWISH EDUCATION & OUTREACH COLUMBUS ACADEMY 4300 CHERRY BOTTOM ROAD GAHANNA OH 432300745 314379445 501(C)(3) 53750 COLLEGE PREPARATORY CURRICULUM; NEW QUEST CAMPAIGN COLUMBUS ASSOCIATION PERFORMING ARTS (CAPA) 55 EAST STATE STREET COLUMBUS OH 432154264 310749884 501(C)(3) 29900 CAPITAL CAMPAIGN; PERFORMING ARTS COLUMBUS COMMUNITY KOLLEL 2513 EAST MAIN STREET COLUMBUS OH 43209 311438033 501(C)(3) 51541 ADULT JEWISH EDUCATION COLUMBUS FOUNDATION 1234 EAST BROAD STREET COLUMBUS OH 43205 316044264 501(C)(3) 33000 PHILANTHROPY & GRANT MAKING COLUMBUS JEWISH DAY SCHOOL 150 EAST GRANVILLE STREET NEW ALBANY OH 43054 311482374 501(C)(3) 30822 JEWISH DAY SCHOOL FOR ELEMENTARY AGE STUDENTS COLUMBUS JEWISH HISTORICAL SOCIETY 1175 COLLEGE AVENUE COLUMBUS OH 43209 311012951 501(C)(3) 34100 PRESERVATION OF HISTORY OF THE JEWISH COMMUNITY COLUMBUS METROPOLITAN LIBRARY FOUNDATION 96 SOUTH GRANT AVENUE COLUMBUS OH 43215 311692755 501(C)(3) 41218 GREAT LIBRARIES CREATE CAMPAIGN; SUPPORT FOR COLUMBUS METROPOLITAN LIBRARY COLUMBUS MUSEUM OF ART 480 EAST BROAD STREET COLUMBUS OH 43215 314379447 501(C)(3) 91166 EDUCATIONAL & CULTURAL CENTER COLUMBUS POLICE FOUNDATION CO THE COLUMBUS FOUNDATION 1234 EAST BROAD STREET COLUMBUS OH 43205 371588250 501(C)(3) 24301 HOLOCAUST MUSEUM; LESSONS FROM THE HOLOCAUST; HOMELAND SECURITY TRAINING COLUMBUS SCHOOL FOR GIRLS 65 SOUTH DREXEL AVENUE COLUMBUS OH 43209 314379452 501(C)(3) 23235 COLLEGE PREPARATORY CURRICULUM; CAPITAL CAMPAIGN COLUMBUS SPEECH & HEARING CENTER 510 EAST NORTH BROADWAY STREET COLUMBUS OH 43214 314379449 501(C)(3) 12500 HEARING & SPEECH THERAPY COLUMBUS TORAH ACADEMY 181 NOE-BIXBY ROAD COLUMBUS OH 43213 314428025 501(C)(3) 349472 JEWISH STUDIES FOR ELEMENTARY & SECONDARY AGE STUDENTS; FURNITURE-UPPER SCHOOL CLASSROOMS; LANGUAGE ARTS LOWER SCHOOL COLUMBUS ZOO AND AQUARIUM 9990 RIVERSIDE DRIVE PO BOX 400 POWELL OH 43065 311307572 501(C)(3) 50450 ANIMAL HOSPITAL COMMUNITY SHELTER BOARD L-3112 111 LIBERTY STREET 150 COLUMBUS OH 43215 311181284 501(C)(3) 7000 EMERGENCY HOUSING PROGRAMS & COMMUNITY AWARENESS CONGREGATION AGUDAS ACHIM 2767 EAST BROAD STREET COLUMBUS OH 43209 314414020 501(C)(3) 110529 WORSHIP & EDUCATON; BROTHERHOOD; RELIGIOUS SCHOOL SUBSIDIES CONGREGATION AHAVAS SHOLOM 2568 EAST BROAD STREET COLUMBUS OH 43209 310898886 501(C)(3) 36214 WORSHIP & EDUCATION CONGREGATION BETH TIKVAH 6121 OLENTANGY RIVER ROAD WORTHINGTON OH 43085 311069161 501(C)(3) 12976 SYNAGOGUE; WORSHIP & EDUCATION; L'DOR VADOR PROJECT CONGREGATION TIFERETH ISRAEL 1354 EAST BROAD STREET COLUMBUS OH 43205 314319579 501(C)(3) 189252 SYNAGOGUE; WORSHIP & EDUCATION CONGREGATION TORAT EMET 2375 EAST MAIN STREET BEXLEY OH 43209 311786319 501(C)(3) 55466 SYNAGOGUE; YAHRZEIT; WORSHIP & EDUCATION COSI (FRANKLIN COUNTY HISTORICAL SOCIETY) 333 WEST BROAD STREET COLUMBUS OH 43215 314383802 501(C)(3) 7475 APPRENTICESHIP PROGRAM; GENERAL SUPPORT FLORENCE MELTON SCHOOL OF ADULT JEWISH LEARNING 95 REVERE DRIVE SUITE H NORTHBROOK IL 60062 010725179 501(C)(3) 19000 ADULT JEWISH EDUCATION FLYING HORSE FARMS 5260 STATE ROUTE 95 MT GILEAD OH 43338 203498125 501(C)(3) 14450 CAMP EXPERIENCES FOR CHILDREN WITH SERIOUS ILLNESES FRANKLIN COUNTY HOMELAND SECURITY & JUSTICE PROGRAMS 373 SOUTH HIGH STREET 25TH FLOOR COLUMBUS OH 43215 316400067 501(C)(3) 5000 HOMELAND SECURITY TRAINING FRIENDS OF THE ARAVA INSTITUTE 896 BEACON STREET BOSTON MA 02215 113485736 501(C)(3) 5960 ENVIRONMENTAL FORUM FRIENDS OF THE CONSERVATORY 1777 EAST BROAD STREET COLUMBUS OH 43203 311657027 501(C)(3) 37400 CAPITAL CAMPAIGN; HORTICULTURAL & EDUCATIONAL INSTITUTION FUND FOR THE CITY OF NEW YORK INC 121 AVENUE OF THE AMERICAS 6TH FLOOR NEW YORK NY 10013 132612524 501(C)(3) 6750 LIKONI COMMUNITY FOOTBALL LEAGUE FURNITURE BANK OF CENTRAL OHIO 118 SOUTH YALE AVENUE COLUMBUS OH 43222 311600869 501(C)(3) 5100 FURNITURE & HOUSEHOLD GOODS ASSISTANCE GAHANNA-JEFFERSON EDUCATION FOUNDATION 160 SOUTH HAMILTON GAHANNA OH 43230 810576974 501(C)(3) 7000 EDUCATION SCHOLARSHIP GILDER LEHRMAN INSTITUTE OF AMERICAN HISTORY 49 WEST 45TH STREET 6TH FLOOR NEW YORK NY 10036 133795391 501(C)(3) 10000 HISTORY EDUCATION GOODWILL INDUSTRIES OF CENTRAL OHIO INC 1331 EDGE HILL ROAD COLUMBUS OH 432123163 314379448 501(C)(3) 5100 WORKFORCE DEVELOPMENT FOR INDIVIDUALS WITH DISABILITIES AND OTHER BARRIERS HABITAT FOR HUMANITY - MIDOHIO 3140 WESTERVILLE ROAD COLUMBUS OH 43224 311217994 501(C)(3) 100225 AFFORDABLE HOUSING; HOUSE SPONSORSHIP HADASSAH THE WOMEN'S ZIONIST ORGANIZATION OF AMERICA INC DONOR SERVICES PO BOX 1100 NEW YORK NY 102681100 131656651 501(C)(3) 12000 KEEPER OF THE GATE; EDUCATION, ADVOCACY & JEWISH CONTINUITY HEBREW UNION COLLEGE 3101 CLIFTON AVENUE CINCINNATI OH 45220 310537067 501(C)(3) 46000 RELIGIOUS & SCHOLARLY LEARNING HOMELESS FAMILIES FOUNDATION 33 NORTH GRUBB STREET COLUMBUS OH 43215 311179492 501(C)(3) 50200 SHELTER & SUPPORT SERVICES FOR HOMELESS FAMILIES HOMEPORT BY COLUMBUS HOUSING PARTNERSHIP 3443 AGLER ROAD COLUMBUS OH 43215 311208260 501(C)(3) 5250 AFFORDABLE HOUSING & COUNSELING ILLINOIS HOLOCAUST MUSEUM & EDUCATION CENTER 9603 WOODS DRIVE SKOKIE IL 60077 363156154 501(C)(3) 10000 TEACHING TOLERANCE & EDUCATION CENTER PROGRAM INNOCENCE PROJECT INC 40 WORTH STREET 701 NEW YORK NY 100132904 320077563 501(C)(3) 5000 FREE INCARCERATED INNOCENT PEOPLE JEWISH CENTER OF THE HAMPTONS 44 WOODS LANE PO BOX 5107 EAST HAMPTON NY 11937 116035195 501(C)(3) 6000 SYNAGOGUE; HIGH HOLIDAY APPEAL JEWISH COMMUNITY CENTER 1125 COLLEGE AVENUE COLUMBUS OH 43209 314379496 501(C)(3) 363889 GYM; FILM FESTIVAL; MACCABI GAMES; GALLERY PLAYERS; SECURITY UPGRADES; EARLY CHILDHOOD EDUCATION; J TALK SERIES; HANDICAP VAN; BOOKFAIR JEWISH FAMILY SERVICES 1070 COLLEGE AVENUE COLUMBUS OH 43209 314379497 501(C)(3) 104386 COMPREHENSIVE HEALTH & SOCIAL SERVICES; SHORT TERM THERAPY; SCRIP JEWISH FEDERATION OF COLUMBUS 1175 COLLEGE AVENUE COLUMBUS OH 43209 310838745 501(C)(3) 1022612 BUILD & STRENGTHEN THE COLUMBUS JEWISH COMMUNITY; HOLOCAUST SURVIVOR CAMPAIGN; CAMPERSHIPS JEWISH FEDERATION OF GREATER METROWEST NJ 901 ROUTE 10 EAST WHIPPANY NJ 079810000 221487222 501(C)(3) 5554 BUILD & STRENGTHEN THE NEW JERSEY JEWISH COMMUNITY; MARCH OF THE LIVING JEWISH FEDERATION PALM BEACH COUNTY 4601 COMMUNITY DRIVE WEST PALM BEACH FL 33417 590948696 501(C)(3) 21500 BUILD & STRENGTHEN THE PALM BEACH COUNTY JEWISH COMMUNITY JEWISH NATIONAL FUND 78 RANDALL AVENUE ROCKVILLE CENTRE NY 11570 131659627 501(C)(3) 13216 TREE FUND; ISRAEL FIRES EMERGENCY RELIEF JEWISH WOMEN INTERNATIONAL 1129 20TH STREET NW SUITE 801 WASHINGTON DC 20036 526040461 501(C)(3) 5000 WOMEN TO WATCH; EMPOWERING WOMEN & GIRLS KIPP COLUMBUS 2900 INSPIRE DRIVE COLUMBUS OH 43224 208627107 501(C)(3) 5500 COLLEGE PREPARATORY PUBLIC SCHOOL DEDICATED TO PREPARING STUDENTS IN UNDERSERVED COMMUNITIES LIFECARE ALLIANCE 1699 WEST MOUND STREET COLUMBUS OH 43223 314379494 501(C)(3) 6535 MEALS ON WHEELS; KOSHER KITCHEN LORI SCHOTTENSTEIN CHABAD CENTER PO BOX 80 NEW ALBANY OH 43054 311427001 501(C)(3) 62232 EDUCATIONAL & RELIGIOUS PROGRAMS; FRIENDSHIP CIRCLE; LIFETOWN; NEW ALBANY MIKVAH; YAHRZEITS; COMMEMORATIVE WINDOW; CAMP MARBURN ACADEMY 9555 JOHNSTOWN ROAD NEW ALBANY OH 43054 311011901 501(C)(3) 33500 SPECIALIZED EDUCATION FOR LEARNING DISABLED STUDENTS; CAPITAL CAMPAIGN MASORTI FOUNDATION 475 RIVERSIDE DRIVE SUITE 832 NEW YORK NY 101150122 133137586 501(C)(3) 50050 CONSERVATIVE JEWISH RELIGIOUS & SPIRITUAL DEVELOPMENT MID-OHIO FOODBANK 3960 BROOKHAM DRIVE GROVE CITY OH 43123 310865343 501(C)(3) 20321 HUNGER RELIEF PROGRAMS; FOOD FOR THE NEEDY NATIONWIDE CHILDREN'S HOSPITAL FOUNDATION PO BOX 16810 COLUMBUS OH 432166810 311036370 501(C)(3) 58850 SUPPORT FOR NATIONWIDE CHILDREN'S HOSPITAL; KOSHER FOOD PANTRY NEW ALBANY PET RESCUE 7301 WATERSTON NEW ALBANY OH 43054 463027819 501(C)(3) 5000 ANIMAL PROTECTION & WELFARE OHIO JEWISH COMMUNITIES 50 WEST BROAD STREET 1815 COLUMBUS OH 43215 311042915 501(C)(4) 13605 EDUCATIONAL PROGRAMMING OHIO WILDLIFE CENTER 6131 COOK ROAD POWELL OH 43065 311182372 501(C)(3) 85000 WILDNITE FOR WILDLIFE; CAPITAL IMPROVEMENTS OHIOANS TO STOP EXECUTIONS 9 EAST LONG STREET SUITE 202 COLUMBUS OH 432152936 311269170 501(C)(3) 10000 END DEATH PENALTY IN OHIO OHIOHEALTH FOUNDATION 180 EAST BROAD STREET 31ST FLOOR COLUMBUS OH 43215 237446919 501(C)(3) 151525 RIVERSIDE METHODIST HOSPITAL MATERNITY UNIT; HOSPICE; KOBACKER HOUSE; ALAN & BOBBIE WEILER NURSING FUND OSU FOUNDATION 1480 WEST LANE AVENUE COLUMBUS OH 43221 311145986 501(C)(3) 503241 FAMILY BOOK CLUB; KIRWAN INST; CREATIVE WRITING; JAMES FUND FOR LIFE; SCHOTTENSTEIN BASKETBALL; WEXNER MEDICAL CENTER; JAMES EXPANSION; MULTI SPORT ARENA; OHIO SCHOLARSHIP CHALLENGE OSU HILLEL 46 EAST 16TH AVENUE COLUMBUS OH 432011661 311048567 501(C)(3) 213998 PROGRAM & BUILDING EXPENSES; CREATING JEWISH LEADERS ON CAMPUS; BUCKEYES FOR ISRAEL PACE UNIVERSITY GIFT PROCESSING CENTER PO BOX 419268 BOSTON MA 022419268 135562314 501(C)(3) 5000 HIGHER EDUCATION PALM BEACH ORTHODOX SYNAGOGUE INC 120 NORTH COUNTY ROAD PALM BEACH FL 33480 650478910 501(C)(3) 6150 SYNAGOGUE; WORSHIP & EDUCATION PARDES INSTITUTE OF JEWISH STUDIES NORTH AMERICA INC 5 WEST 37TH STREET 802 NEW YORK NY 10018 222594099 501(C)(3) 6000 HIGHER JEWISH EDUCATION PEF ISRAEL ENDOWMENT FUNDS 630 THIRD AVENUE 15TH FLOOR SUITE 1501 NEW YORK NY 10017 136104086 501(C)(3) 25510 DUALIS SOCIAL BUSINESS; COMPUTERS FOR NEGBA PILOT DOGS 625 WEST TOWN STREET COLUMBUS OH 43215 314393243 501(C)(3) 52000 TRAIN DOGS FOR THE BLIND; GROUP CLASS PIZZUTI COLLECTION 632 NORTH PARK STREET COLUMBUS OH 43215 452737210 501(C)(3) 7700 CULTURAL ARTS PLANNED PARENTHOOD OF GREATER OHIO 206 EAST STATE STREET COLUMBUS OH 43215 341015976 501(C)(3) 16911 FAMILY PLANNING SECOND PRESBYTERIAN CHURCH 3 WEST 95TH STREET NEW YORK NY 10025 236393377 501(C)(3) 7500 ALEXANDER ROBERTSON SCHOOL SHALOM HOUSE C/O WEXNER HERITAGE HOUSE 1151 COLLEGE AVENUE COLUMBUS OH 43209 311334762 501(C)(3) 49400 GENERAL SUPPORT FOR ADULTS WITH DEVELOPMENTAL DISABILITIES SMITHSONIAN INSTITUTION PO BOX 37012 MRC527 WASHINGTON DC 20013 530206027 501(C)(3) 20050 SCIENCE EDUCATION STEPHEN GAYNOR SCHOOL 148 WEST 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) 56109 SYNAGOGUE; WORSHIP & EDUCATION; CAPITAL CAMPAIGN TEMPLE ISRAEL C/O UMCH 431 EAST BROAD STREET COLUMBUS OH 43215 314384145 501(C)(3) 67896 SYNAGOGUE; WORSHIP & EDUCATION THE BUCKEYE RANCH 5665 HOOVER ROAD GROVE CITY OH 43123 310642111 501(C)(3) 100000 LEARN CARE GIVE CAPITAL CAMPAIGN THE MANHATTAN INSTITUTE 52 VANDERBILT AVENUE NEW YORK NY 10017 132912529 501(C)(3) 25000 HIGHER EDUCATION THE OHIO STATE UNIVERSITY BURSARS OFFICE 281 WEST LANE AVENUE 2ND FLOOR COLUMBUS OH 43210 316025986 GOVERNMENTAL ENTITY 64180 COLLEGE OF MEDICINE & PUBLIC HEALTH; DENTAL SCHOLARSHIPS; WEXNER CENTER FOR THE ARTS US HOLOCAUST MEMORIAL MUSEUM PO BOX 7022 ALBERT LEA MN 56007 521309391 501(C)(3) 5633 DOCUMENTATION, STUDY & INTERPRETATION OF HOLOCAUST HISTORY UNION FOR REFORM JUDAISM 633 THIRD AVENUE NEW YORK NY 10017 131663143 501(C)(3) 25500 GOLDMAN UNION CAMP; SUPPORT FOR REFORM JEWISH CONGREGATIONS UNITED WAY - CENTRAL OHIO 360 SOUTH THIRD STREET COLUMBUS OH 43215 314393712 501(C)(3) 164610 BUILD & STRENGTHEN THE COLUMBUS COMMUNITY WEXNER HERITAGE VILLAGE 1151 COLLEGE AVENUE COLUMBUS OH 43209 314417962 501(C)(3) 303319 LONG TERM HEALTHCARE FOR DISABLED ELDERLY INDIVIDUALS; CAMPAIGN TO REVOLUTIONIZE CARE; ELDER ABUSE CONFERENCE; ZUSMAN HOSPICE; BUSINESS STRATEGY PHASE III; NURSE AIDE TRAINING INST; VEHICLE W/ WHEEL CHAIR LIFT YWCA OF COLUMBUS 65 SOUTH FOURTH STREET COLUMBUS OH 43215 314379597 501(C)(3) 50000 WOMEN'S HUMAN SERVICES 98 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 161060 0 0 0 1584 0 5080 0 29180 0 196904 0 0 0 TAMRA FITZPATRICK CHIEF FINANCIAL OFFICER 144105 0 0 0 552 0 4512 0 24774 0 173943 0 0 0 X 89 2810819 MARKET VALUE X 1 330000 IND. CERT. APPRAISAL 0 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 A, LINE 4 THE CODE OF REGULATIONS WAS AMENDED ON JUNE 7, 2017. THE SIZE OF THE BOARD OF TRUSTEES WAS REDUCED FROM 36 TO A MAXIMUM OF 17 INDIVIDUALS, AND THE AMOUNT OF OFFICER POSITIONS ON THE BOARD OF TRUSTEES WAS REDUCED FROM SEVEN TO FOUR POSITIONS. THE BOARD OF TRUSTEES TURNED OVER ON JULY 1, 2017, SO THESE CHANGES WILL BE REFLECTED ON THE JUNE 30, 2018 YEAR-END RETURN. 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 373,024. 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