2018-11-05T10:34:05-06:00 2018-06-30 314419361 JOHN GERLACH & COMPANY 37 WEST BROAD STREET COLUMBUS OH 43215 990 2017-07-01 311409264 NEW ALBANY COMMUNITY FOUNDATION NEWA 6149398150 220 MARKET STREET SUITE 205 NEW ALBANY OH 43054 J CRAIG MOHRE PRESIDENT 6149398150 2018-11-02 1 TJ CONGER CPA P00068140 6142242164 2018-11-01 162.155.36.146 2018-11-02 11:52:33 ED P D27F134709C33B34FCE5EF87E358914E179314EB 19B13C9352D61912756DD69BD83BF0EF657B5B0B 2017 2018-06-14 16:35:46Z J CRAIG MOHRE 220 MARKET STREET SUITE 205 NEW ALBANY OH 43054 2779871 0 X NEWALBANYFOUNDATION.ORG X 1994 OH THE FOUNDATION'S MISSION IS TO IMPROVE NEW ALBANY FOR THE BENEFIT OF ALL ITS CITIZENS. 12 12 2 15 0 0 1993528 2550795 112200 128470 69 514 0 0 2105797 2679779 621993 483026 0 0 311455 305136 0 0 291637 1000724 1144754 1934172 1932916 171625 746863 13607505 15083703 315816 279273 13291689 14804430 X TO BUILD THE RESOURCES NECESSARY TO BE A CATALYST FOR, A CONVENER OF AND AN INVESTOR IN INITIATIVES THAT PERPETUATE THE VISION SHARED BY THE COMMUNITY, OUR DONORS AND VISIONARIES. 0 0 769678 296500 ARTS AND HUMANITIES 258913 99740 EDUCATION 318346 128470 THE ANNUAL REMARKABLE EVENING EVENT PROVIDES INTELLECTUALLY STIMULATING AND ENTERTAINING PROGRAMMING FOR THE CITIZENS OF NEW ALBANY WHILE SUPPORTING WORTHY COMMUNITY CAUSES SUCH AS THE LIBRARY BOOK COLLECTION, THE JEANNE B. MCCOY COMMUNITY CENTER FOR THE ARTS AND A MYRIAD OF OTHER ENRICHING PROGRAMS. LAST FALL, MORE THAN 400 GUESTS ATTENDED THIS EVENT.THE NEW ALBANY COMMUNITY FOUNDATION'S JEFFERSON SERIES HAS EMERGED AS ONE OF THE MOST RESPECTED LECTURE SERIES IN AMERICA. THE JEFFERSON SERIES ROUTINELY BRINGS SOME OF THE COUNTRY'S MOST COMPELLING THOUGHT LEADERS TO CENTRAL OHIO. THESE SPEAKERS HAVE INTERACTED WITH OVER 10,000 AREA HIGH SCHOOL STUDENTS, AS WELL AS RESIDENTS, BUSINESS AND COMMUNITY LEADERS. 6490 2500 ENVIRONMENT 2410 929 GENERAL 216385 83357 HEALTH 225285 86786 1572222 1 1 0 0 0 0 0 0 0 0 1 0 0 1 1 1 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 0 0 0 0 1 0 0 1 2 1 0 0 0 0 0 1 1 0 0 0 0 X 12 12 0 0 0 0 0 0 0 1 1 0 0 0 1 1 1 1 0 1 0 0 OH X X THE COLUMBUS FOUNDATION 6142514000 1234 EAST BROAD STREET COLUMBUS OH 43205 KEITH BEREND CHAIR 2.00 X X 0 0 0 JEFF RODEK VICE CHAIR 2.00 X X 0 0 0 EVERETT GALLAGHER TREASURER 2.00 X X 0 0 0 LYNNE SMITH SECRETARY 2.00 X X 0 0 0 DENNIS WELCH TRUSTEE 1.00 X 0 0 0 DONNA AKINS TRUSTEE 1.00 X 0 0 0 LECE LOHR TRUSTEE 1.00 X 0 0 0 PHIL HEIT PHD TRUSTEE 2.00 X 0 0 0 KENNETH J KREBS TRUSTEE 1.00 X 0 0 0 MICHAEL MARX TRUSTEE 1.00 X 0 0 0 PATTI STEINOUR TRUSTEE 1.00 X 0 0 0 CHARLOTTE KESSLER TRUSTEE 1.00 X 0 0 0 J CRAIG MOHRE PRESIDENT 50.00 X 177542 0 7575 177542 0 7575 1 0 1 0 0 2550795 100092 2550795 REMARKABLE EVENING PRO 900099 128470 128470 128470 396 396 100210 100092 118 118 118 2679779 128470 0 514 483026 483026 243201 85120 24320 133761 38288 13401 3829 21058 1531 536 153 842 22116 7741 2211 12164 31000 10850 3100 17050 7212 2524 721 3967 115967 40588 11597 63782 29771 5970 14420 9381 27894 9763 2789 15342 6607 2312 661 3634 2510 2510 8652 3028 865 4759 SPECIAL PROGRAM EVENTS 913616 907112 1001 5503 MISCELLANEOUS 1525 251 880 394 1932916 1572222 69057 291637 77948 34183 72000 0 190109 362025 37969 33969 6510 4000 13260938 14683495 13607505 15083703 4485 1965 52500 0 258831 277308 315816 279273 X 12996979 14520110 294710 284320 13291689 14804430 13607505 15083703 X 746863 8000 757878 X X 0 1 X 1 0 X 3804100 2247415 1927540 1993528 2550795 12523378 3804100 2247415 1927540 1993528 2550795 12523378 2147893 10375485 27 30 34 69 396 556 12523934 432370 0.82850 0.80140 X 9707 9707 0 28262 24262 4000 4000 BENFICIAL INTEREST IN ASSETS HELD BY OTHERS 14683495 14683495 ORGANIZATION ENDOWMENT FUNDS HELD FOR OTHERS 277308 277308 X 3437657 757878 757878 2679779 0 2679779 1924916 -8000 -8000 1932916 0 1932916 PART X, LINE 2: THE FOUNDATION IS EXEMPT FROM FEDERAL INCOME TAX UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE. ACCORDINGLY, THE ACCOMPANYING FINANCIAL STATEMENTS INCLUDE NO PROVISION FOR INCOME TAXES. THE FOUNDATION HAS ADOPTED THE PROVISIONS OF THE FINANCIAL ACCOUNTING STANDARDS BOARD (FASB) ACCOUNTING STANDARDS CODIFICATION (ASC) RELATING TO UNCERTAIN TAX PROVISIONS. THE FOUNDATION DOES NOT BELIEVE ITS FINANCIAL STATEMENTS INCLUDE ANY UNCERTAIN TAX PROVISIONS. PART XI, LINE 2D - OTHER ADJUSTMENTS: INCREASE (DECREASE) IN BENEFICIAL INTEREST IN ASSETS HELD BY OTHERS 757,878. 1 CENTER FOR FAMILY SAFETY AND HEALING 655 E LIVINGSTON AVENUE COLUMBUS OH 43205 020627166 501C3 12712 HEALTH COLUMBUS METROPOLITAN LIBRARY 96 SOUTH GRANT AVENUE COLUMBUS OH 43215 316401170 501C3 2500 EDUCATION EDUCATIONAL SERVICE CENTER 2080 CITYGATE DRIVE COLUMBUS OH 43219 310914093 501C3 15000 EDUCATION FORM5 PROSTHETICS INC 6560 NEW ALBANY CONDIT ROAD NEW ALBANY OH 43054 823555210 501C3 2500 HEALTH HEALTHY NEW ALBANY 7904 COLE PARK LOOP NEW ALBANY OH 43054 203840246 501C3 5000 HEALTH HEALTHY NEW ALBANY 7904 COLE PARK LOOP NEW ALBANY OH 43054 203840246 501C3 12500 HEALTH JEANNE B MCCOY COMMUNITY CENTER PO BOX 508 NEW ALBANY OH 43054 260388623 501C3 67500 ARTS JEANNE B MCCOY COMMUNITY CENTER PO BOX 508 NEW ALBANY OH 43054 260388623 501C3 67500 ARTS JEANNE B MCCOY COMMUNITY CENTER PO BOX 508 NEW ALBANY OH 43054 260388623 501C3 67500 ARTS JEANNE B MCCOY COMMUNITY CENTER PO BOX 508 NEW ALBANY OH 43054 260388623 501C3 67500 ARTS LIFETOWN COLUMBUS CO OSU CHABAD 6220 E DUBLIN-GRANVILLE ROAD NEW ALBANY OH 43054 311427001 501C3 3200 EDUCATION NEW ALBANY ARTS COUNCIL PO BOX 151 NEW ALBANY OH 43054 311406682 501C3 10000 ARTS NEW ALBANY CHAMBER OF COMMERCE 55 WEST MAIN STREET NEW ALBANY OH 43054 311221292 501C3 800 EDUCATION NEW ALBANY CHILDREN'S BALLET THEATRE 5051 FOREST DRIVE NEW ALBANY OH 43054 571162982 501C3 5000 ARTS NEW ALBANY PLAIN TOWNSHIP HISTORICAL SOCIETY PO BOX 219 NEW ALBANY OH 43054 310891638 501C3 3000 EDUCATION NEW ALBANY SYMPHONY ORCHESTRA PO BOX 332 NEW ALBANY OH 43054 510657626 501C3 10000 ARTS NEW ALBANY SYMPHONY ORCHESTRA PO BOX 332 NEW ALBANY OH 43054 510657626 501C3 1000 ARTS NEW ALBANY SYMPHONY ORCHESTRA PO BOX 332 NEW ALBANY OH 43054 510657626 501C3 500 ARTS NEW ALBANY-PLAIN LOCAL SCHOOL DISTRICT 55 NORTH HIGH STREET NEW ALBANY OH 43054 316400868 501C3 27620 EDUCATION NEW ALBANY-PLAIN LOCAL SCHOOL DISTRICT 55 NORTH HIGH STREET NEW ALBANY OH 43054 316400868 501C3 15000 EDUCATION NEW ALBANY-PLAIN LOCAL SCHOOL DISTRICT 55 NORTH HIGH STREET NEW ALBANY OH 43054 316400868 501C3 9800 HEALTH NEW ALBANY-PLAIN LOCAL SCHOOL DISTRICT 55 NORTH HIGH STREET NEW ALBANY OH 43054 316400868 501C3 4095 HEALTH NEW ALBANY-PLAIN LOCAL SCHOOL DISTRICT 55 NORTH HIGH STREET NEW ALBANY OH 43054 316400868 501C3 5000 HEALTH NEW ALBANY-PLAIN LOCAL SCHOOL DISTRICT 55 NORTH HIGH STREET NEW ALBANY OH 43054 316400868 501C3 27620 EDUCATION PHILANTHROPY OHIO 37 W BROAD ST SUITE 800 COLUMBUS OH 43215 311111842 501C3 929 GENERAL TEDX NEW ALBANY 8000 WALTON PARKWAY SUITE 200 NEW ALBANY OH 43054 273165460 501C3 1000 EDUCATION THE COLUMBUS JEWISH DAY SCHOOL 150 EAST GRANVILLE ROAD NEW ALBANY OH 43054 311482374 501C3 2500 ENVIRONMENT THE MIRACLE LEAGUE OF NEW ALBANY 7321 WATERSTON NEW ALBANY OH 43054 822294172 501C3 25000 HEALTH THE OHIO STATE UNIVERSITY 2400 OLENTANGY RIVER ROAD COLUMBUS OH 43210 316025986 501C3 2000 EDUCATION THE OHIO STATE UNIVERSITY 2400 OLENTANGY RIVER ROAD COLUMBUS OH 43210 316025986 501C3 2000 EDUCATION VILLAGE COALITION AGAINST HUNGER PO BOX 215 NEW ALBANY OH 43054 010972361 501C3 5000 HEALTH VILLAGE OF NEW ALBANY PO BOX 188 NEW ALBANY OH 43054 310649470 501C3 250 HEALTH VILLAGE OF NEW ALBANY PO BOX 188 NEW ALBANY OH 43054 310649470 501C3 1500 HEALTH 20 PART I, LINE 2: GRANT APPLICANTS SUBMIT PROPOSALS THAT ARE REVIEWED BY STAFF AND THE GRANTS COMMITTEE BEFORE VOTE BY THE BOARD AND THEN REPORTS ARE SUBMITTED BY THE RECIPIENT ORGANIZATION AT THE END OF THE GRANT PERIOD. THE COLUMBUS FOUNDATION WILL PROVIDE THE APPLICANT WITH OVERSIGHT OF DISTRIBUTIONS. AN INDEPENDENT AUDIT OF THE APPLICANTS GRANT AND INVESTMENT ACTIVITIES WILL BE PERFORMED EACH YEAR. THE COLUMBUS FOUNDATION WILL PROVIDE THE APPLICANTS BOARD OF DIRECTORS WITH RESEARCH AND INFORMATION ON COMMUNITY NEEDS TO AID IN SELECTION OF GRANT RECIPIENT ORGANIZATIONS. THE COLUMBUS FOUNDATION WILL VERIFY POTENTIAL GRANTEES CHARITABLE STATUS, AS WELL AS PROVIDE THE APPLICANTS BOARD OF DIRECTORS WITH RESEARCH ON THE POTENTIAL GRANTEES ORGANIZATIONAL AND PROGRAM ACTIVITIES. THE APPLICANTS BOARD OF DIRECTORS THEN WILL SELECT APPROPRIATE GRANT RECIPIENT ORGANIZATIONS. X X X 0 0 0 0 0 0 0 0 0 J CRAIG MOHRE PRESIDENT 92542 0 35000 0 50000 0 7575 0 0 0 185117 0 0 0 X 1 100092 AVERAGE HIGH AND LOW 0 0 0 FORM 990, PART VI, SECTION B, LINE 11B TO FACILITATE THE TIMELY FILING OF THIS FORM 990, THE RETURN WAS NOT REVIEWED PRIOR TO FILING BY BOARD MEMBERS. THE FORM 990 WILL BE REVIEWED BY THE ORGANIZATION'S EXECUTIVE COMMITTEE AND/OR FULL BOARD AT THE NEXT SCHEDULED BOARD MEETING SUBSEQUENT TO THIS FILING. FORM 990, PART VI, SECTION B, LINE 12C THE CONFLICT OF INTEREST AND ETHICS POLICY IS MONITORED ANNUALLY. MEMBERS OF THE BOARD OF TRUSTEES SIGN THE CONFLICT OF INTEREST STATEMENT ANNUALLY. FORM 990, PART VI, SECTION B, LINE 15A THE ORGANIZATION'S EXECUTIVE DIRECTOR'S COMPENSATION IS REVIEWED BY THE INDEPENDENT BOARD. THE PROCESS INCLUDES AN ANALYSIS OF COMPARABLE DATA OBTAINED FROM SOURCES SUCH AS THE COUNCIL ON FOUNDATIONS AND OHIO GRANTMAKERS. THE BOARD VOTES ON RECOMMENDATIONS FOR COMPENSATION ADJUSTMENTS. THE COLUMBUS FOUNDATION ASSISTS THE ORGANIZATION IN ITS OPERATIONS INCLUDING THE PROCESSING OF BOARD APPROVED SALARY CHANGES. THE BOARD DISCUSSIONS AND DECISIONS REGARDING THE COMPENSATION AND ADJUSTMENTS ARE SUBSTANTIATED IN THE BOARD MEETING MINUTES. THERE ARE NO KEY EMPLOYEES ON THE BOARD AND IT DOES NOT COMPENSATE ANY BOARD OFFICERS. FORM 990, PART VI, SECTION C, LINE 18 THE ORGANIZATION'S FORMS 1023 AND 990 ARE AVAILABLE UPON REQUEST. FURTHER, THE ORGANIZATION'S FORMS 990 IS AVAILABLE ON ANOTHER'S WEBSITE: WWW.GUIDESTAR.ORG FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS, FINANCIAL STATEMENTS, AND POLICIES AVAILABLE UPON WRITTEN REQUEST. FORM 990, PART XI, LINE 9: INCREASE (DECREASE) IN BENEFICIAL INTEREST HELD BY OTHERS 757,878. FORM 990, SECTION XII, LINE 2C THE FINANCE COMMITTEE OF THE NEW ALBANY COMMUNITY FOUNDATION REVIEWS THE AUDIT EACH YEAR AND SELECTION OF THE INEDEPENDENT ACCOUNTANT. THIS PROCESS REMAINS UNCHANGED FROM THE PRIOR YEAR.