2017-11-09T14:55:19-06:00 2017-06-30 314419361 JOHN GERLACH & COMPANY 37 WEST BROAD STREET COLUMBUS OH 43215 990 2016-07-01 311409264 NEW ALBANY COMMUNITY FOUNDATION NEWA 6149398150 220 MARKET STREET SUITE 205 NEW ALBANY OH 43054 J CRAIG MOHRE PRESIDENT 6149398150 2017-11-09 1 TJ CONGER CPA P00068140 6142242164 2017-11-08 24.123.133.58 2017-11-09 15:55:08 ES P F5C433B32AE9F523CA2D7A03AB05EDBD2D16DBD7 8E0D0BCA8468AACCB5F7A10ACD30ACF537877738 2016 2021-01-29 14:40:06Z J CRAIG MOHRE 220 MARKET STREET SUITE 205 NEW ALBANY OH 43054 2105797 0 X NEWALBANYFOUNDATION.ORG X 1994 OH THE FOUNDATION'S MISSION IS TO IMPROVE NEW ALBANY FOR THE BENEFIT OF ALL ITS CITIZENS. 14 14 2 15 0 0 1927540 1993528 61800 112200 34 69 0 0 1989374 2105797 619750 621993 0 0 300648 311455 0 0 287562 1077570 1000724 1997968 1934172 -8594 171625 12265880 13607505 260684 315816 12005196 13291689 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 747585 351000 ARTS AND HUMANITIES 301520 197700 EDUCATION 392398 112200 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. 3704 1938 GENERAL 130694 68355 HEALTH 5736 3000 HISTORICAL PRESERVATION 140134 73293 1581637 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 0 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 14 14 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 STUART BURGDOERFER VICE CHAIR 2.00 X X 0 0 0 IRVING DENNIS 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 CHARLES TURNEY TRUSTEE 1.00 X 0 0 0 MICHAEL MARX TRUSTEE 1.00 X 0 0 0 JEFF RODEK TRUSTEE 1.00 X 0 0 0 PATTI STEINOUR TRUSTEE 1.00 X 0 0 0 EVERETT GALLAGHER TRUSTEE 1.00 X 0 0 0 CHARLOTTE KESSLER TRUSTEE 1.00 X 0 0 0 J CRAIG MOHRE PRESIDENT 50.00 X 238080 0 11165 238080 0 11165 1 0 1 0 0 1993528 1993528 REMARKABLE EVENING PRO 900099 112200 112200 112200 69 69 2105797 112200 0 69 621993 621993 255962 89587 25596 140779 36583 12804 3658 20121 1386 485 139 762 17524 6134 1752 9638 551 193 55 303 31000 10850 3100 17050 18050 6317 1805 9928 98902 34616 9890 54396 22571 5738 7816 9017 26821 9387 2682 14752 7246 2536 725 3985 2825 2825 11326 3964 1133 6229 SPECIAL PROGRAM EVENTS 775650 775650 MISCELLANEOUS 4538 289 3797 452 N.A. TASK FORCE 1094 1094 OTHER 150 150 1934172 1581637 64973 287562 42936 77948 154100 72000 217664 190109 37969 31459 9335 6510 11841845 13260938 12265880 13607505 32966 4485 52500 227718 258831 260684 315816 X 11523596 12996979 481600 294710 12005196 13291689 12265880 13607505 X 171625 8415 1106453 X X 0 1 X 1 0 X 3022775 3804100 2247415 1927540 1993528 12995358 3022775 3804100 2247415 1927540 1993528 12995358 2576817 10418541 4449 27 30 34 69 4609 12999967 374700 0.80140 0.78440 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 9707 9707 0 28262 21752 6510 6510 BENFICIAL INTEREST IN ASSETS HELD BY OTHERS 13260938 13260938 ORGANIZATION ENDOWMENT FUNDS HELD FOR OTHERS 258831 258831 X 3212250 1106453 1106453 2105797 0 2105797 1925757 -8415 -8415 1934172 0 1934172 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 1,106,453. 1 CANINE COMPANIONS FOR INDEPENDENCE 4989 STATE ROUTE 37 EAST DELAWARE OH 43015 942494324 501C3 20000 HEALTH COLUMBUS METROPOLITAN LIBRARY 96 SOUTH GRANT AVENUE COLUMBUS OH 43215 316401170 501C3 2500 EDUCATION DEPAUW UNIVERSITY 101 EAST SEMINARY STREET GREENCASTLE IN 46135 350869045 501C3 2000 EDUCATION EDUCATIONAL SERVICE CENTER 2080 CITYGATE DRIVE COLUMBUS OH 43219 310914093 501C3 40000 EDUCATION EDUCATIONAL SERVICE CENTER 2080 CITYGATE DRIVE COLUMBUS OH 43219 310914093 501C3 15000 EDUCATION HEALTHY NEW ALBANY 7904 COLE PARK LOOP NEW ALBANY OH 43054 203840246 501C3 2855 HEALTH HEALTHY NEW ALBANY 7904 COLE PARK LOOP NEW ALBANY OH 43054 203840246 501C3 5000 EDUCATION JEANNE B MCCOY COMMUNITY PO BOX 508 NEW ALBANY OH 43054 260388623 501C3 20000 ARTS JEANNE B MCCOY COMMUNITY PO BOX 508 NEW ALBANY OH 43054 260388623 501C3 80000 ARTS JEANNE B MCCOY COMMUNITY PO BOX 508 NEW ALBANY OH 43054 260388623 501C3 8500 ARTS JEANNE B MCCOY COMMUNITY PO BOX 508 NEW ALBANY OH 43054 260388623 501C3 80000 ARTS JEANNE B MCCOY COMMUNITY PO BOX 508 NEW ALBANY OH 43054 260388623 501C3 80000 ARTS JEANNE B MCCOY COMMUNITY PO BOX 508 NEW ALBANY OH 43054 260388623 501C3 80000 ARTS JEANNE B MCCOY COMMUNITY PO BOX 508 NEW ALBANY OH 43054 260388623 501C3 20000 EDUCATION JUNIOR ACHIEVEMENT OF CENTRAL OHIO 68 EAST SECOND AVENUE COLUMBUS OH 43201 314385042 501C3 1000 EDUCATION JUNIOR ACHIEVEMENT OF CENTRAL OHIO 68 EAST SECOND AVENUE COLUMBUS OH 43201 314385042 501C3 2500 EDUCATION JUNIOR ACHIEVEMENT OF CENTRAL OHIO 68 EAST SECOND AVENUE COLUMBUS OH 43201 314385042 501C3 500 EDUCATION JUNIOR ACHIEVEMENT OF CENTRAL OHIO 68 EAST SECOND AVENUE COLUMBUS OH 43201 314385042 501C3 1000 EDUCATION MAKE-A-WISH 2545 FARMERS DRIVE SUITE 300 COLUMBUS OH 43235 341471131 501C3 8000 HEALTH NEW ALBANY PLAIN TOWNSHIP PO BOX 273 NEW ALBANY OH 43054 316400867 501C3 3000 HISTORICAL PRESERVATION NEW ALBANY PLAIN TOWNSHIP PO BOX 273 NEW ALBANY OH 43054 316400867 501C3 32500 HEALTH 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 10000 ARTS NEW ALBANY SYMPHONY ORCHESTRA PO BOX 332 NEW ALBANY OH 43054 510657626 501C3 2500 ARTS NEW ALBANY-PLAIN LOCAL SCHOOL DISTRICT 55 NORTH HIGH STREET NEW ALBANY OH 43054 316400868 501C3 20000 EDUCATION NEW ALBANY-PLAIN LOCAL SCHOOL DISTRICT 55 NORTH HIGH STREET NEW ALBANY OH 43054 316400868 501C3 33500 EDUCATION NEW ALBANY-PLAIN LOCAL SCHOOL DISTRICT 55 NORTH HIGH STREET NEW ALBANY OH 43054 316400868 501C3 13700 EDUCATION NEW ALBANY-PLAIN LOCAL SCHOOL DISTRICT 55 NORTH HIGH STREET NEW ALBANY OH 43054 316400868 501C3 24000 EDUCATION PHILANTHROPY OHIO 37 W BROAD ST SUITE 800 COLUMBUS OH 43215 311111842 501C3 1938 GENERAL UNIVERSITY OF CINCINNATI 2600 CLIFTON AVENUE CINCINNATI OH 45221 316000989 501C3 2000 EDUCATION 13 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 153080 0 35000 0 50000 0 11165 0 0 0 249245 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 1,106,453. 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.