2017-01-10T14:15:24-06:00 2016-06-30 420714325 RSM US LLP 1001 LAKESIDE AVENUE EAST SUITE 200 CLEVELAND OH 441141152 990 2015-07-01 311384772 COLUMBUS JEWISH FOUNDATION COLU 6143382365 1175 COLLEGE AVENUE COLUMBUS OH 43209 TAMRA FITZPATRICK CFO 6143382365 2017-01-10 1 ZACHARY FORTSCH P00052725 2165231900 2015 2021-01-29 14:40:06Z JACKIE JACOBS 1175 COLLEGE AVENUE COLUMBUS OH 43209 61496138 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. 35 35 8 100 35786 33807 3814166 7146862 0 0 4443279 2983004 86280 267478 8343725 10397344 6863985 6948225 0 0 603655 649806 0 0 112628 247514 237331 7715154 7835362 628571 2561982 112705757 111810930 22444098 22311251 90261659 89499679 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 6971192 6948225 209639 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 $209,639 REPRESENTS CUSTODIAL RECORD KEEPING FEES FROM FUNDS NOT OWNED BY THE FOUNDATION. ADDITIONAL OPERATING REVENUE FROM FOUNDATION-OWNED FUNDS WAS $633,156. FURTHERMORE, THE FOUNDATION WAS SUPPORTED BY CONTRIBUTIONS IN THE AMOUNT OF $7,146,862 THAT ARE NOT INCLUDED IN PROGRAM SERVICE REVENUE. 6971192 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 0 0 0 1 34 0 1 8 1 1 1 0 0 0 0 0 0 0 0 0 0 0 0 X 35 35 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 ARLENE WEISS BOARD MEMBER 2.00 X 0 0 0 DR ARNOLD GOOD BOARD MEMBER 2.00 X 0 0 0 BABETTE FEIBEL BOARD MEMBER 2.00 X 0 0 0 BERNARD YENKIN BOARD MEMBER 2.00 X 0 0 0 BRETT KAUFMAN BOARD MEMBER 2.00 X 0 0 0 RABBI DEBORAH LEFTON BOARD MEMBER 2.00 X 0 0 0 DENISE GLIMCHER BOARD MEMBER 2.00 X 0 0 0 DONALD FEINSTEIN BOARD MEMBER 2.00 X 0 0 0 GERALDINE ELLMAN BOARD MEMBER 2.00 X 0 0 0 HARLAN LOUIS ASSISTANT TREASURER 2.00 X X 0 0 0 HARLAN ROBINS VICE PRESIDENT 2.00 X X 0 0 0 HEIDI LEVEY BOARD MEMBER 2.00 X 0 0 0 DR HILDA GLAZER BOARD MEMBER 2.00 X 0 0 0 INNA KINNEY BOARD MEMBER 2.00 X 0 0 0 IRA KANE BOARD MEMBER 2.00 X 0 0 0 DR JAMIE KELLER ALLEN BOARD MEMBER 2.00 X 0 0 0 JEFF KAPLAN BOARD MEMBER 2.00 X 0 0 0 JEFF MEYER PRESIDENT 5.00 X X 0 0 0 JIM BOWMAN BOARD MEMBER 2.00 X 0 0 0 JIM WINNEGRAD BOARD MEMBER 2.00 X 0 0 0 JODY SCHEIMAN BOARD MEMBER 2.00 X 0 0 0 JOSHUA BARKAN 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 MICHAEL SCHLONSKY ASSISTANT SECRETARY 2.00 X X 0 0 0 DR PHILIP WEINERMAN BOARD MEMBER 2.00 X 0 0 0 NEVADA SMITH SECRETARY 2.00 X X 0 0 0 RANDY HANSELL BOARD MEMBER 2.00 X 0 0 0 RANDY SOKOL BOARD MEMBER 2.00 X 0 0 0 ROBERT KEIDAN BOARD MEMBER 2.00 X 0 0 0 SHELLY IGDALOFF BOARD MEMBER 2.00 X 0 0 0 STEVE HEISER BOARD MEMBER 2.00 X 0 0 0 STEVEN SCHOTTENSTEIN IMMEDIATE PAST PRESIDENT 2.00 X X 0 0 0 SUZANNE ECKER BOARD MEMBER 2.00 X 0 0 0 WILLIAM BYERS TREASURER 2.00 X X 0 0 0 JACKIE JACOBS CHIEF EXECUTIVE OFFICER 40.00 X 170618 0 25280 TAMRA FITZPATRICK CFO 40.00 X 146592 0 22859 317210 0 48139 2 0 1 0 0 7146862 4676238 7146862 2814057 2814057 56917 151140 -94223 -94223 -94223 51116601 50947654 168947 168947 168947 RECORD KEEPING FEES 900099 209639 209639 REFUND FROM PENSION PLAN 900099 188440 188440 PARTNERSHIP INVESTMENTS 900004 -36378 35786 -72164 361701 10397344 209639 35786 3005057 6948225 6948225 365349 297139 68210 209677 185957 23720 6384 6384 33773 32659 1114 34623 29404 5219 21300 21300 44711 44711 13146 6285 6861 23205 23205 34186 34186 3790 3790 8258 8258 18896 18896 10199 10199 UBI TAX 5800 5800 LIFE INSURANCE 22967 22967 EQUIPMENT RENTAL/MAINT. 9964 9964 BUILDING SERVICES/MAINT 9537 9537 11372 3868 7504 7835362 6971192 751542 112628 289114 187392 480335 463635 35331 4288918 1029486 3382471 3259432 99937290 95381337 3929900 7856863 4686647 4626940 112705757 111810930 145142 53112 273518 494526 22025438 21763613 22444098 22311251 X 0 0 0 0 90261659 89499679 90261659 89499679 112705757 111810930 X 2561982 -3285344 -38618 X X 0 1 X 1 0 X 4042729 5679242 7638458 3814166 7146062 28320657 4042729 5679242 7638458 3814166 7146062 28320657 4792440 23528217 2095174 2054407 2878549 3886879 2870974 13785983 122502 1184 35786 159472 152433 142810 125864 181994 398079 1001180 43267292 0.54380 0.54860 X SCHEDULE A, PART II, LINE 10, EXPLANATION OF OTHER INCOME: REFUND FROM PENSION PLAN - 2015 AMOUNT: $ 188,440. RECORD KEEPING FEES - 2011 AMOUNT: $ 152,433. 2012 AMOUNT: $ 142,810. 2013 AMOUNT: $ 125,864. 2014 AMOUNT: $ 181,994. 2015 AMOUNT: $ 209,639. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 680 6409538 4818835 24448779 1 1 0 1 X 53763123 1189110 -54761 2060683 438562 52398227 54423628 1300388 548910 2106581 403222 53763123 48592080 2326608 5535643 2030703 54423628 45846205 1674822 3186972 2115919 48592080 38191869 9583553 352430 2281647 45846205 0.17000 0.79000 0.04000 0 0 373600 373600 3748287 862455 2885832 167031 167031 0 3259432 ALTERNATIVE INVESTMENT FUNDS 5017613 F LIMITED LIABILITY CORPORATION & PARTNERSHIP 2839250 F 7856863 7218722 -3285344 151140 -3134204 10352926 44418 44418 10397344 7980702 151140 151140 7829562 5800 5800 7835362 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 151,140. PART XI, LINE 4B - OTHER ADJUSTMENTS: CSV CHANGE OF LIFE INSURANCE 38,618. UNRELATED BUSINESS INCOME TAX NETTED AGAINST CONTRIBUTIONS 5,800. PART XII, LINE 2D - OTHER ADJUSTMENTS: RENTAL EXPENSES NETTED AGAINST REVENUE 151,140. PART XII, LINE 4B - OTHER ADJUSTMENTS: UNRELATED BUSINESS INCOME TAX NETTED AGAINST CONTRIBUTIONS 5,800. 1 A KID AGAIN 777-G DEARBORN PARK LANE WORTHINGTON OH 43085 311440073 501(C)(3) 101000 SPECIAL EVENTS; GABI'S GIFT FUND; MARKETING PROFESSIONAL ALGONQUIN ARTS 173 MAIN STREET MANASQUAN NJ 087363544 223195260 501(C)(3) 11000 ARTS & EDUCATION ALVIN A DUBIN ALZHEIMER'S RESOURCE CENTER 12468 BRANTLEY COMMONS COURT FORT MYERS FL 33907 650580633 501(C)(3) 10000 ASSISTANCE & SUPPORT TO CLIENTS & CAREGIVERS AMERICAN CANCER SOCIETY NATIONAL PROCESSING CENTER PO BOX 22478 OKLAHOMA CITY OK 731231718 131788491 501(C)(3) 5636 CANCER RESEARCH; EDUCATION; ADVOCACY AMERICAN FRIENDS INTERDISCIPLINARY CENTER (AFIDC) 116 EAST 16TH STREET 11TH FLOOR NEW YORK NY 10003 311577589 501(C)(3) 12000 ANNUAL SCHOLARSHIPS; HIGHER EDUCATION AMERICAN FRIENDS OF MA'AGALIM INC 4101 PINE STREET DRIVE SUITE 509 MIAMI BEACH FL 33140 273315621 501(C)(3) 5300 PROGRAMS FOR AT RISK YOUTH AMERICAN FRIENDS OF SOROKA MEDICAL CENTER PO BOX 184-H SCARSDALE NY 10583 135866593 501(C)(3) 552800 LEGACY HERITAGE ONCOLOGY CENTER ANDREWS HOUSE INC PO BOX 1266 DELAWARE OH 430158266 311424363 501(C)(3) 10000 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) 150700 CELEBRATION OF LIFE; PELOTONIA; TUCKERMAN BREAST CANCER RESEARCH FUND; ENT DEPT; HERBERT J. BLOCK MEMORIAL FUND; PANCREATIC CANCER RESEARCH; JACK ROTH FUND ASPEN ART MUSEUM 637 EAST HYMAN AVENUE ASPEN CO 81611 840746671 501(C)(3) 6000 CAPITAL CAMPAIGN BALLET MET DEVELOPMENT DEPT 322 MOUNT VERNON AVENUE COLUMBUS OH 43215 310858562 501(C)(3) 22850 DANCE PERFORMANCES; TRAINING; EDUCATION; OUTREACH BARRY UNIVERSITY INC 11300 NE 2ND AVENUE MIAMI SHORES FL 331616628 590624364 501(C)(3) 5000 HERBERT FEINBERG SCHOLARSHIP FUND BETH JACOB CONGREGATION 1223 COLLEGE AVENUE COLUMBUS OH 43209 316401183 501(C)(3) 28763 WORSHIP AND EDUCATION; CAPITAL IMPROVEMENT; YAHRZEITS BEXLEY COMMUNITY FOUNDATION 552 SOUTH DREXEL AVENUE COLUMBUS OH 43209 271405357 501(C)(3) 13450 ANNUAL GATHERING; BEXLEY IN BLOOM; YOUTH & REC FUND BEXLEY EDUCATION FOUNDATION 348 SOUTH CASSINGHAM ROAD BEXLEY OH 43209 311463283 501(C)(3) 9320 SHIRLEY LEVITIN FUND; BRAVO & ANNUAL FUND; BEXLEY EDUCATOR OF THE YEAR AWARD BIG BROTHERSBIG SISTERS OF CENTRAL OHIO 1855 EAST DUBLIN-GRANVILLE ROAD COLUMBUS OH 43229 314379429 501(C)(3) 22000 TASTE OF CLASS; BOWLING FOR KIDS; NURTURE CHILDREN & STRENGTHEN COMMUNITIES BRIGHT PINK NFP 670 N CLARK STREET SUITE 2 CHICAGO IL 60654 510619889 501(C)(3) 10000 EDUCATION, PREVENTION & EARLY DETECTION OF BREAST & OVARIAN CANCER CHABAD HOUSE NORTHERN PALM BEACH ISLAND 361 SOUTH COUNTY ROAD D PALM BEACH FL 33480 262697228 501(C)(3) 15000 JEWISH EDUCATION & OUTREACH CHABAD OF CUPERTINO 10433 NOEL AVENUE CUPERTINO CA 95014 208792981 501(C)(3) 5000 MOUSSIA & YEHUDIS FUND CLAL-THE NATIONAL JEWISH CENTER FOR LEARNING & LEADERSHIP 440 PARK AVENUE SOUTH 4TH FLOOR NEW YORK NY 100168012 237390358 501(C)(3) 5600 RABBINIC STUDENT RETREATS; JEWISH EDUCATION & LEADERSHIP COLUMBUS ACADEMY 4300 CHERRY BOTTOM ROAD GAHANNA OH 432300745 314379445 501(C)(3) 57350 COLLEGE PREPARATORY CURRICULUM; QUEST CAPITAL CAMPAIGN COLUMBUS COMMUNITY KOLLEL 2513 EAST MAIN STREET COLUMBUS OH 43209 311438033 501(C)(3) 24180 ADULT JEWISH EDUCATION COLUMBUS FOUNDATION 1234 EAST BROAD STREET COLUMBUS OH 43205 316044264 501(C)(3) 26425 PHILANTHROPY & GRANT MAKING; EARLY PREGNANCY PREVENTION, DOMESTIC VIOLENCE, HEALTHCARE FOR THE POOR; MERCATOR CLUB OF COLUMBUS COLUMBUS JEWISH ARTS CENTER 622 PARKFAIR PLACE COLUMBUS OH 432133418 474755327 501(C)(3) 6000 JEWISH ARTS & MUSIC FESTIVAL COLUMBUS JEWISH DAY SCHOOL 150 EAST GRANVILLE STREET NEW ALBANY OH 43054 311482374 501(C)(3) 53131 JEWISH STUDIES FOR ELEMENTARY AGE STUDENTS; WISDOM OF THE HEART COLUMBUS JEWISH HISTORICAL SOCIETY 1175 COLLEGE AVENUE COLUMBUS OH 43209 311012951 501(C)(3) 27185 PRESERVATION OF HISTORY OF THE JEWISH COMMUNITY COLUMBUS METROPOLITAN LIBRARY FOUNDATION 96 SOUTH GRANT AVENUE COLUMBUS OH 43215 311692755 501(C)(3) 31118 SUPPORT FOR COLUMBUS METROPOLITAN LIBRARY COLUMBUS MUSEUM OF ART 480 EAST BROAD STREET COLUMBUS OH 43215 314379447 501(C)(3) 78440 EDUCATIONAL & CULTURAL CENTER; ART CELEBRATION; ANNUAL FUND; FRIEND OF PICASSO EXHIBIT COLUMBUS ROTARY FOUNDATION 1225 DUBLIN ROAD 5 COLUMBUS OH 43215 316034288 501(C)(3) 6550 SUPPORT FOR COLUMBUS ROTARY COLUMBUS SCHOOL FOR GIRLS 65 SOUTH DREXEL AVENUE COLUMBUS OH 43209 314379452 501(C)(3) 44800 COLLEGE PREPARATORY CURRICULUM; LANDMARK CAPITAL CAMPAIGN; ANNUAL FUND COLUMBUS SPEECH & HEARING CENTER 510 EAST NORTH BROADWAY STREET COLUMBUS OH 43214 314379449 501(C)(3) 25250 HEARING & SPEECH THERAPY COLUMBUS SYMPHONY ORCHESTRA 55 EAST STATE STREET COLUMBUS OH 432159939 316402408 501(C)(3) 11175 EDUCATIONAL & COMMUNITY OUTREACH COLUMBUS TORAH ACADEMY 181 NOE-BIXBY ROAD COLUMBUS OH 43213 314428025 501(C)(3) 242855 JEWISH STUDIES FOR ELEMENTARY & SECONDARY AGE STUDENTS; FINANCIAL-AID; SCHOLARSHIPS COMMUNITY SHELTER BOARD L-3112 111 LIBERTY STREET 150 COLUMBUS OH 43215 311181284 501(C)(3) 9918 EMERGENCY HOUSING PROGRAMS & COMMUNITY AWARENESS CONGREGATION AGUDAS ACHIM 2767 EAST BROAD STREET COLUMBUS OH 43209 314414020 501(C)(3) 110493 SOUND SYSTEM; YAHRZEITS; BROTHERHOOD; HIGH HOLIDAYS; CEMETERY LANDSCAPING; WORSHIP & EDUCATION CONGREGATION AHAVAS SHOLOM 2568 EAST BROAD STREET COLUMBUS OH 43209 310898886 501(C)(3) 14950 YAHRZEITS; WORSHIP & EDUCATION CONGREGATION BETH TIKVAH 6121 OLENTANGY RIVER ROAD WORTHINGTON OH 43085 311069161 501(C)(3) 27645 MISHPACHA & BUILDING FUNDS; WORSHIP & EDUCATION CONGREGATION TIFERETH ISRAEL 1354 EAST BROAD STREET COLUMBUS OH 43205 314319579 501(C)(3) 165505 CANTOR ASSEMBLY; HIGH HOLIDAYS; WORSHIP & EDUCATION; BUILDING FUND CONGREGATION TORAT EMET 2375 EAST MAIN STREET BEXLEY OH 43209 311786319 501(C)(3) 38465 YAHRZEITS; WORSHIP & EDUCATION COSI (FRANKLIN COUNTY HISTORICAL SOCIETY) 333 WEST BROAD STREET COLUMBUS OH 43215 314383802 501(C)(3) 6013 ROBERT J. WEILER APPRENTICESHIP PROGRAM; SUPPORT SCIENCE EDUCATION DEAN-FARBER CANCER INSTITUTE PO BOX 849168 BOSTON MA 022849168 042263040 501(C)(3) 5000 JIMMY FUND DEAN COLLEGE 99 MAIN STREET FRANKLIN MA 020381941 042104149 501(C)(3) 10000 HIGHER EDUCATION ELMIRA COLLEGE ONE PARK PLACE ELMIRA NY 149019968 160743996 501(C)(3) 18500 MIRIAM ROSE LINSEY SCHOLARSHIP FUND; HIGHER EDUCATION FLORENCE MELTON SCHOOL OF ADULT JEWISH LEARNING 95 REVERE DRIVE STE F NORTHBROOK IL 60062 010725179 501(C)(3) 31000 ADULT JEWISH EDUCATION FLYING HORSE FARMS 5260 STATE ROUTE 95 MT GILEAD OH 43338 203498125 501(C)(3) 22300 CAMPFIRE EVENT; TRANSFORMATIVE CAMP EXPERIENCES FOR CHILDREN WITH SERIOUS ILLNESSES FRIENDS OF THE CONSERVATORY 1777 EAST BROAD STREET COLUMBUS OH 55905 311657027 501(C)(3) 38500 HORTICULTURAL & EDUCATIONAL INSTITUTION FURNITURE BANK OF CENTRAL OHIO 118 SOUTH YALE AVENUE COLUMBUS OH 43222 311600869 501(C)(3) 7500 FURNITURE & HOUSEHOLD GOODS ASSISTANCE GAHANNA-JEFFERSON EDUCATION FOUNDATION 160 SOUTH HAMILTON GAHANNA OH 43230 810576974 501(C)(3) 7250 EDUCATION SCHOLARSHIP GLADNEY CENTER FOR ADOPTION 6300 JOHN RYAN DRIVE FORT WORTH TX 76132 750917409 501(C)(3) 5000 CHILD ADOPTION SERVICES HABITAT FOR HUMANITY - MIDOHIO 3140 WESTERVILLE ROAD COLUMBUS OH 43224 311217994 501(C)(3) 100025 SPONSOR A HOUSE HADASSAH THE WOMEN'S ZIONIST ORG OF AMERICA INC DONOR SERVICES PO BOX 1100 NEW YORK NY 102681100 131656651 501(C)(3) 10625 KEEPERS OF THE GATE; EDUCATION, ADVOCACY & JEWISH CONTINUITY HEBREW SENIOR LIFE 1200 CENTRE STREET BOSTON MA 021311097 900183119 501(C)(3) 18500 CAREER DEVELOPMENT PROGRAM HEBREW UNION COLLEGE 3101 CLIFTON AVENUE CINCINNATI OH 45220 310537067 501(C)(3) 59600 RELIGIOUS & SCHOLARLY LEARNING HERBERT KAY PARKINSON CHAPTER INC 19955 NE 38TH COURT-1103 NORTH MIAMI FL 33180 113840788 501(C)(3) 5000 RESEARCH, EDUCATION & OUTREACH HILLEL-INTERNATIONAL 800 EIGHTH STREET NW ATTN GIFT OPERATIONS WASHINGTON DC 20001 521844823 501(C)(3) 10000 JEWISH LEARNING CENTER HOMELESS FAMILIES FOUNDATION 33 NORTH GRUBB STREET COLUMBUS OH 43215 311179492 501(C)(3) 50100 SHELTER & SUPPORT SERVICES FOR HOMELESS FAMILIES HOMEPORT BY COLUMBUS HOUSING PARTNERSHIP 3443 AGLER ROAD COLUMBUS OH 43215 311208260 501(C)(3) 5000 AFFORDABLE HOUSING & COUNSELING ILLINOIS HOLOCAUST MUSEUM & EDUCATION CENTER 9603 WOODS DRIVE SKOKIE IL 60077 363156154 501(C)(3) 5000 TEACHING TOLERANCE PROGRAM INNOCENCE PROJECT INC 40 WORTH STREET 701 NEW YORK NY 100132904 320077563 501(C)(3) 5000 FREE INCARCERATED INNOCENT PEOPLE ISRAEL LEADERSHIP INSTITUTE - NORTH AMERICA 190 STANBERY AVENUE COLUMBUS OH 432091464 453734950 501(C)(3) 5200 HILIK BAR PROGRAM; EDUCATION JEWISH CENTER OF THE HAMPTONS 44 WOODS LANE PO BOX 5107 EAST HAMPTON NY 11937 116035195 501(C)(3) 5000 YOM KIPPUR APPEAL JEWISH COMMUNITY CENTER-LYJCC 1125 COLLEGE AVENUE COLUMBUS OH 43209 314379496 501(C)(3) 446997 NORTHWEST PRESCHOOL; EARLY CHILDHOOD SERVICES SCHOLARSHIPS; CAPITAL CAMPAIGN; GALLERY PLAYERS; BOOKFAIR; MACCABI GAMES; JEWISH FILM FESTIVAL; GYM RENOVATION JEWISH FAMILY SERVICES 1070 COLLEGE AVENUE COLUMBUS OH 43209 314379497 501(C)(3) 149330 COMPREHENSIVE HEALTH & SOCIAL SERVICES; HOLOCAUST SURVIVORS; SCRIP; JPRO CONFERENCE SUBSIDIES; PASSOVER BAGS; MAX PROGRAM JEWISH FEDERATION OF COLUMBUS 1175 COLLEGE AVENUE COLUMBUS OH 43209 310838745 501(C)(3) 716956 BUILD & STRENGTHEN THE COLUMBUS JEWISH COMMUNITY; JEWISH OVERNIGHT CAMP JEWISH FEDERATION-SOUTHERN ARIZONA 3822 EAST RIVER ROAD 100 TUCSON AZ 85718 860096795 501(C)(3) 5000 BUILD & STRENGTHEN THE SOUTHERN ARIZONA JEWISH COMMUNITY JEWISH THEOLOGICAL SEMINARY 3080 BROADWAY NEW YORK NY 10027 130887640 501(C)(3) 7000 JEWISH INSTRUCTION AND EDUCATION JPRO NETWORK INC 25 BROADWAY 1700 NEW YORK NY 100041010 131624105 501(C)(3) 5980 CONNECTS, EDUCATES, INSPIRES & EMPOWERS PROFESSIONALS WORKING IN THE JEWISH COMMUNITY LIFECARE ALLIANCE 1699 WEST MOUND STREET COLUMBUS OH 43223 314379494 501(C)(3) 7550 KOSHER FOOD; IMPACT SAFETY LORI SCHOTTENSTEIN CHABAD CENTER PO BOX 80 NEW ALBANY OH 43054 311427001 501(C)(3) 47780 EDUCATIONAL & RELIGIOUS PROGRAMS; LIFETOWN; STAINED GLASS WINDOW LUBAVITCH CHABAD OF WILMETTE 2904 OLD GLENVIEW ROAD WILMETTE IL 600913035 364235302 501(C)(3) 8000 CENTER FOR JEWISH LIFE & LEARNING MARBURN ACADEMY 1860 WALDEN DRIVE COLUMBUS OH 43229 311011901 501(C)(3) 7000 SPECIALIZED EDUCATION FOR LEARNING DISABLED STUDENTS MASORTI FOUNDATION 475 RIVERSIDE DRIVE STE 832 NEW YORK NY 101150122 133137586 501(C)(3) 54150 RELIGION AND SPIRITUAL DEVELOPMENT MAYO CLINIC 200 FIRST STREET SW ROCHESTER MN 55905 416011702 501(C)(3) 40100 BASIC SCIENCE RESEARCH MID-OHIO FOODBANK 3960 BROOKHAM DRIVE GROVE CITY OH 43123 310865343 501(C)(3) 28630 HUNGER RELIEF PROGRAMS NATIONAL HEMOPHILIA FOUNDATION 7 PEEN PLAZA SUITE 1204 NEW YORK NY 10001 135641857 501(C)(3) 9500 HEMOPHILIA EDUCATION, ADVOCACY & RESEARCH NATIONWIDE CHILDREN'S HOSPITAL FOUNDATION 700 CHILDRENS DRIVE COLUMBUS OH 43205 311036370 501(C)(3) 142300 SUPPORT FOR NATIONWIDE CHILDREN'S HOSPITAL; WORLY ENDOWMENT FUND FOR PEDIATRIC CANCER; CIRCLE OF FRIENDS NEW ALBANY COMMUNITY FOUNDATION 220 MARKET STREET 205 NEW ALBANY OH 43054 311409264 501(C)(3) 5000 PHILANTHROPY AND GRANTMAKING NYU SCHOOL OF MEDICINE 550 FIRST AVENUE NEW YORK NY 10016 510244064 501(C)(3) 20000 DEPARTMENT OF DERMATOLOGY OAKSTONE ACADEMY 900 CLUB DRIVE FINANCE DEPARTMENT WESTERVILLE OH 43081 311666674 501(C)(3) 10000 SERVICES FOR FAMILIES & THEIR CHILDREN WITH AUTISM RELATED DISORDERS OHIO JEWISH COMMUNITIES 50 WEST BROAD STREET 1815 COLUMBUS OH 43215 311042915 501(C)(4) 23800 EDUCATIONAL PROGRAMMING OHIO WILDLIFE CENTER 6131 COOK ROAD POWELL OH 43065 311182372 501(C)(3) 90450 PROFESSIONAL DEVELOPMENT TRAINING; EDUCATION CENTER OHIOHEALTH FOUNDATION 180 EAST BROAD STREET 31ST FLOOR COLUMBUS OH 43215 237446919 501(C)(3) 174500 KOBACKER HOUSE; CENTER FOR WOMEN & BABIES CAMPAIGN OSU FOUNDATION 1480 WEST LANE AVENUE COLUMBUS OH 43221 311145986 501(C)(3) 419689 FACES OF RESILIENCE; JAMES EXPANSION; JAMES CANCER HOSPITAL; WEXNER MEDICAL CENTER; OHIO SCHOLARSHIP CHALLENGE OSU HILLEL 46 EAST 16TH AVENUE COLUMBUS OH 432011661 311048567 501(C)(3) 211502 ISRAEL ADVOCACY; PROGRAM & BUILDING EXPENSES; BIRTHRIGHT; ANNUAL CAMPAIGN; CREATING A JEWISH DORM EXPERIENCE 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) 6400 WORSHIP & EDUCATION PEF ISRAEL ENDOWMENT FUNDS 630 THIRD AVENUE 15TH FL SUITE 1501 1501 NEW YORK NY 10017 136104086 501(C)(3) 5960 BEN SHEMEN YOUTH VILLAGE EMERGENCY RELIEF; NEW COMPUTERS PILOT DOGS 625 WEST TOWN STREET COLUMBUS OH 43215 314393243 501(C)(3) 49200 SPONSOR A CLASS OF SIX TEAMS; TRAIN DOGS FOR THE BLIND SECOND PRESBYTERIAN CHURCH 3 WEST 95TH STREET NEW YORK NY 10025 236393377 501(C)(3) 7500 WORSHIP & EDUCATION SHALOM HOUSE C/O WEXNER HERITAGE HOUSE 1151 COLLEGE AVENUE COLUMBUS OH 43209 311334762 501(C)(3) 16186 SUPPORT FOR JEWISH ACTIVITIES SMITHSONIAN INSTITUTION PO BOX 37012 WASHINGTON DC 20013 530206027 501(C)(3) 20000 SMITHSONIAN SCIENCE EDUCATION CENTER STEPHEN GAYNOR SCHOOL 148 WEST 90TH STREET NEW YORK NY 10024 131969570 501(C)(3) 10000 SPECIALIZED EDUCATION FOR LEARNING DISABLED STUDENTS STORAHTELLING LABSHUL 125 MAIDEN LANE SUITE 8B NEW YORK NY 10038 463877785 501(C)(3) 6550 HIGH HOLIDAY LAB SHUL TEMPLE BETH SHALOM 5089 JOHNSTOWN ROAD NEW ALBANY OH 43054 310926157 501(C)(3) 66033 WORSHIP & EDUCATION; CAPITAL CAMPAIGN; MEMORIAL PLAQUE; FRIENDS OF TBS TEMPLE ISRAEL 5419 EAST BROAD STREET COLUMBUS OH 432131499 314384145 501(C)(3) 75780 WORSHIP & EDUCATION; RABBI DISCRETIONARY FUND 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) 100000 HIGHER EDUCATION THE OHIO STATE UNIVERSITY 281 WEST LANE AVENUE 2ND FLOOR COLUMBUS OH 43210 316025986 501(C)(1) 66765 COLLEGE OF MEDICINE & PUBLIC HEALTH; MELTON CENTER FOR JEWISH STUDIES; JAFFE DENTAL SCHOLARSHIPS; WEXNER CENTER FOR THE ARTS TOURO COLLEGE AND UNIVERSITY SYSTEM 500 SEVENTH AVENUE NEW YORK NY 10018 132676570 501(C)(3) 5180 DENTAL SCHOOL; HIGHER EDUCATION TRUSTEES OF BOSTON UNIVERSITY 595 COMMONWEALTH AVENUE 700 BOSTON MA 02215 042103547 501(C)(3) 18500 MARTIN LINSEY SCHOLARSHIP FUND & SCHOOL OF MANAGEMENT TUFTS-NEW ENGLAND MEDICAL CENTER 800 WASHINGTON STREET 231 BOSTON MA 02111 043400617 501(C)(3) 25000 DR. JOEL WEINSTOCK'S RESEARCH US HOLOCAUST MEMORIAL MUSEUM 100 RAOUL WALLENBERG PLACE SW WASHINGTON DC 20024 521309391 501(C)(3) 15848 DOCUMENTATION, STUDY, AND INTERPRETATION OF HOLOCAUST HISTORY UNITED WAY-CENTRAL OHIO 360 SOUTH THIRD STREET COLUMBUS OH 43215 314393712 501(C)(3) 124336 BUILD & STRENGTHEN THE COLUMBUS COMMUNITY WEXNER HERITAGE VILLAGE 1151 COLLEGE AVENUE COLUMBUS OH 43209 314417962 501(C)(3) 210850 LONG TERM HEALTHCARE FOR DISABLED ELDERLY INDIVIDUALS; ZUSMAN HOSPICE; MUSICAL ENTERTAINMENT & PROGRAMMING; CREEKSIDE; CAMPAIGN TO REVOLUTIONIZE CARE YESHIVA SHAAREI TORAH 91 WEST CARLTON ROAD SUFFEN NY 109014013 134077588 501(C)(3) 5000 RELIGIOUS & SCHOLARLY LEARNING; HIGHER EDUCATION YORK PREPARATORY SCHOOL FOUNDATION 40 WEST 68TH STREET NEW YORK NY 100236054 237028898 501(C)(3) 10000 COLLEGE PREPARATORY CURRICULUM YWCA OF COLUMBUS 65 SOUTH FOURTH STREET COLUMBUS OH 43215 314379597 501(C)(3) 40050 WOMEN'S HUMAN SERVICES; FAMILY CENTER; CAPITAL CAMPAIGN 105 2 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 169034 0 0 0 1584 0 5071 0 20209 0 195898 0 0 0 TAMRA FITZPATRICK CFO 146040 0 0 0 552 0 4381 0 18478 0 169451 0 0 0 X 53 1811238 MARKET VALUE X 2 2865000 IND. CERT. APPRAISAL 0 0 1 0 PART I, COLUMN (B): THE ORGANIZATION IS REPORTING A COMBINATION OF THE NUMBER OF CONTRIBUTIONS AND THE NUMBER OF ITEMS RECEIVED. FORM 990, PART VI, SECTION B, LINE 11 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 AND APPROVAL 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 FORM 990'S AND PUBLISHED NONPROFIT SALARY GUIDES. BUDGET IS SUBSEQUENTLY ACTED UPON BY EXECUTIVE COMMITTEE AND BOARD. 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 -38,618. WEISS FAMILY FOUNDATION 1175 COLLEGE AVE COLUMBUS OH 43209 311608779 GRANTS FOR RELIGIOUS, SCIENTIFIC AND LITERARY PURPOSES & SUPPORT OF CJF OH 501 (C)(3) 11 - TYPE 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) 11 - TYPE I N/A 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0