2016-01-12T14:42:03-06:00 2015-06-30 420714325 RSM US LLP 1001 LAKESIDE AVENUE EAST SUITE 200 CLEVELAND OH 441141152 990 2014-07-01 311384772 COLUMBUS JEWISH FOUNDATION COLU 6143382365 1175 COLLEGE AVENUE COLUMBUS OH 43209 TAMRA FITZPATRICK CFO 6143382365 2016-01-12 1 ZACHARY FORTSCH P00052725 2165231900 2014 2016-04-25 22:37:26Z JACKIE JACOBS 1175 COLLEGE AVENUE COLUMBUS OH 43209 65442879 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. 37 37 9 100 1184 0 7638458 3814166 0 0 3123201 4443279 651 86280 10762310 8343725 6909651 6863985 0 0 655730 603655 0 0 90502 228421 247514 7793802 7715154 2968508 628571 114931673 112705757 22198562 22444098 92733111 90261659 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 6878232 6863985 181994 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 $181,994 REPRESENTS CUSTODIAL RECORD KEEPING FEES FROM FUNDS NOT OWNED BY THE FOUNDATION. ADDITIONAL OPERATING REVENUE FROM FOUNDATION-OWNED FUNDS WAS $645,206. FURTHERMORE, THE FOUNDATION WAS SUPPORTED BY CONTRIBUTIONS IN THE AMOUNT OF $3,814,166 THAT ARE NOT INCLUDED IN PROGRAM SERVICE REVENUE. 6878232 1 1 0 0 0 1 0 0 1 1 1 0 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 57 0 1 9 1 1 1 1 CJ 0 0 0 0 1 1 0 0 0 0 0 0 X 37 37 1 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 ANDREW GROSSMAN BOARD MEMBER 2.00 X 0 0 0 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 BRADLEY KASTAN IMMEDIATE PAST PRESIDENT 2.00 X X 0 0 0 BRETT KAUFMAN BOARD MEMBER 2.00 X 0 0 0 DENISE GLIMCHER VICE PRESIDENT 2.00 X 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 BOARD MEMBER 2.00 X 0 0 0 HARLAN ROBINS TREASURER 2.00 X X 0 0 0 HEIDI LEVEY BOARD MEMBER 2.00 X 0 0 0 HERBERT GLIMCHER 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 VICE PRESIDENT/PRESIDENT ELECT 2.00 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 JOY SOLL BOARD MEMBER 2.00 X 0 0 0 LARRY PLISKIN 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 RABBI MITCH LEVINE BOARD MEMBER 2.00 X 0 0 0 NEVADA SMITH SECRETARY 2.00 X X 0 0 0 RANDALL S ARNDT VICE PRESIDENT 2.00 X 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 PRESIDENT 2.00 X X 0 0 0 SUZANNE ECKER BOARD MEMBER 2.00 X 0 0 0 WILLIAM BYERS ASSISTANT TREASURER 2.00 X X 0 0 0 JACKIE JACOBS CHIEF EXECUTIVE OFFICER 40.00 X 171562 0 43376 TAMRA FITZPATRICK CFO 40.00 X 143357 0 21445 314919 0 64821 2 0 1 0 0 3814166 2118935 3814166 3829576 3829576 57303 142739 -85436 -85436 -85436 57570118 56956415 613703 613703 613703 RECORD KEEPING FEES 900099 181994 181994 PARTNERSHIP INVESTMENTS 900004 -10278 1184 -11462 171716 8343725 181994 1184 4346381 6863985 6863985 379740 305468 74272 170445 170445 5777 5777 12165 12165 35528 32124 3404 20700 20700 66275 66275 11225 5625 5600 22292 22292 31554 31554 3442 3442 14285 14285 26687 26687 7540 7540 LIFE INSURANCE 14247 14247 EQUIPMENT RENTAL/MAINT. 9727 9727 BUILDING SERVICES/MAINT 9487 9487 RECEPTION 7226 7226 2827 2827 7715154 6878232 746420 90502 577400 289114 495749 480335 4288918 906447 3513302 3382471 103297633 99937290 2273550 3713020 4774039 4903527 114931673 112705757 158508 145142 223020 273518 21817034 22025438 22198562 22444098 X 0 0 0 0 92733111 90261659 92733111 90261659 114931673 112705757 X 628571 -3245100 145077 X X 0 1 X 1 0 X 4926643 4042729 5679242 7638458 3814166 26101238 4926643 4042729 5679242 7638458 3814166 26101238 3845392 22255846 2423949 2095174 2054407 2878549 3886879 13338958 122502 122502 404226 152433 142810 125864 181994 1007327 40570025 0.54860 0.58460 X SCHEDULE A, PART II, LINE 10, EXPLANATION OF OTHER INCOME: OTHER INCOME - 2010 AMOUNT: $ 404,226. MANAGEMENT FEES - 2011 AMOUNT: $ 152,433. 2012 AMOUNT: $ 142,810. 2013 AMOUNT: $ 125,864. 2014 AMOUNT: $ 181,994. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 658 3621065 5387456 23580041 1 1 0 1 X 54423628 1300388 548910 2106581 403222 53763123 48592080 2326608 5535643 2030703 54423628 45846205 1674822 3186972 2115919 48592080 38191869 9583553 352430 2281647 45846205 37051936 1072483 2165317 2097867 38191869 0.17000 0.79000 0.04000 0 0 373600 373600 3748287 740072 3008215 167031 166375 656 3382471 5386441 -3245100 287816 -2957284 8343725 0 8343725 7857893 142739 142739 7715154 0 7715154 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 142,739. CSV CHANGE OF LIFE INSURANCE 145,077. PART XII, LINE 2D - OTHER ADJUSTMENTS: RENTAL EXPENSES NETTED AGAINST REVENUE 142,739. 1 A KID AGAIN 777-G DEARBORN PARK LANE COLUMBUS OH 43085 311440073 501(C)(3) 92800 HOLIDAY PARTY; NEW DATA BASE ALGONQUIN ARTS 173 MAIN STREET MANASQUAN NJ 087363544 223195260 501(C)(3) 15000 CAPITAL FOR SEAT INSTALLATION ALVIN A DUBIN ALZHEIMER'S RESOURCE CENTER 12468 BRANTLEY COMMONS COURT FORT MYERS FL 33907 650580633 501(C)(3) 5000 ASSISTANCE & SUPPORT TO ALZHEIMER'S PERSON & CAREGIVERS AMERICAN FRIENDS INTERDISCIPLINARY CENTER (AFIDC) 116 EAST 16TH STREET 11TH FLOOR NEW YORK NY 10003 311577589 501(C)(3) 15000 ANNUAL SCHOLARSHIP AMERICAN FRIENDS OF NATAL 1120 AVENUE OF THE AMERICAS 4TH FLOOR NEW YORK NY 10036 201914370 501(C)(3) 11630 SUPPORT FOR ISRAEL TRAUMA CENTER FOR VICTIMS OF TERROR AND WAR AMERICAN FRIENDS OF SOROKA MEDICAL CENTER PO BOX 184-H SCARSDALE NY 10583 135866593 501(C)(3) 597200 DEVELOP THE LEGACY HERITAGE ONCOLOGY CENTER AMERICAN JEWISH WORLD SERVICES 45 WEST 36TH STREET 11TH FLOOR NEW YORK NY 100187904 222584370 501(C)(3) 5400 END POVERTY AND PROMOTE HUMAN RIGHTS IN THE DEVELOPING WORLD ANDREWS HOUSE INC PO BOX 1266 DELAWARE OH 430158266 311424363 501(C)(3) 17000 PROJECT COORDINATOR & NEW SCRIPTS, PUPPETS & PROPS ARTHUR G JAMES FNDN 660 ACKERMAN ROAD PO BOX 183112 COLUMBUS OH 43218 311301428 501(C)(3) 197740 CELEBRATION OF LIFE; PELOTONIA; NEW JAMES CENTER; BLOCK MEMORIAL, ETC. B'NAI B'RITH YOUTH ORGANIZATION (BBYO) 800 8TH STREET NW WASHINGTON DC 20001 311794932 501(C)(3) 20095 MARCH OF LIVING BALLET MET DEVELOPMENT DEPT 322 MOUNT VERNON AVENUE COLUMBUS OH 43215 310858562 501(C)(3) 12850 DANCE PERFORMANCES; TRAINING; EDUCATION; OUT REACH BETH JACOB CONGREGATION 1223 COLLEGE AVENUE COLUMBUS OH 43209 316401183 501(C)(3) 25795 WORSHIP AND EDUCATION; CAPITAL IMPROVEMENT BEXLEY COMMUNITY FOUNDATION 552 SOUTH DREXEL AVENUE COLUMBUS OH 43209 271405357 501(C)(3) 7950 BEXLEY YOUTH AND RECREATION FUND; BEXLEY IN BLOOM BEXLEY EDUCATION FOUNDATION 348 SOUTH CASSINGHAM ROAD BEXLEY OH 43209 311463283 501(C)(3) 12990 SUPPORT FOR BEXLEY SCHOOL; BRAVO; BEXLEY EDUCATOR YEAR AWARD BIG BROTHERSBIG SISTERS OF CENTRAL OHIO 1855 EAST DUBLIN-GRANVILLE ROAD COLUMBUS OH 43229 314379429 501(C)(3) 22800 BOWLING FOR KIDS; TASTE OF CLASS FOR KIDS; NURTURE CHILDREN & STRENGTHEN COMMUNITIES CATCO-PHOENIX INC DEVELOPMENT OFFICE 55 EAST STATE STREET COLUMBUS OH 43215 311168461 501(C)(3) 17630 ARTISTIC EDUCATION AND COMMUNITY OUTREACH CENTER FOR BALANCED LIVING 445 EAST GRANVILLE ROAD BLDG N WORTHINGTON OH 430853192 311720581 501(C)(3) 10500 CAPITAL CAMPAIGN CHABAD HOUSE-ASPEN 435 WEST MAIN STREET ASPEN CO 81611 223787221 501(C)(3) 5180 JEWISH EDUCATION AND OUTREACH COLUMBUS ACADEMY 4300 CHERRY BOTTOM ROAD GAHANNA OH 432300745 314379445 501(C)(3) 44950 COLLEGE PREPARATORY CURRICULUM; QUEST CAMPAIGN COLUMBUS COMMUNITY KOLLEL 2513 EAST MAIN STREET COLUMBUS OH 43209 311438033 501(C)(3) 36930 ADULT JEWISH EDUCATION COLUMBUS JEWISH DAY SCHOOL 150 EAST GRANVILLE STREET NEW ALBANY OH 43054 311482374 501(C)(3) 104650 JEWISH STUDIES FOR ELEMENTARY AGE STUDENTS; WISDOM OF THE HEART COLUMBUS JEWISH HISTORICAL SOCIETY 1175 COLLEGE AVENUE COLUMBUS OH 43209 311012951 501(C)(3) 23311 PRESERVATION OF HISTORY OF THE JEWISH COMMUNITY COLUMBUS METROPOLITAN LIBRARY FOUNDATION 96 SOUTH GRANT AVENUE COLUMBUS OH 43215 311692755 501(C)(3) 20318 GIFT OF LEARNING; GREAT LIBRARIES CREATE COLUMBUS MUSEUM OF ART 480 EAST BROAD STREET COLUMBUS OH 43215 314379447 501(C)(3) 79850 EDUCATIONAL & CULTURAL CENTER; FABRIC OF SURVIVAL; LEGO EVENT COLUMBUS POLICE FOUNDATION 4175 N HIGH STREET COLUMBUS OH 43214 371588250 501(C)(3) 8000 LESSONS FROM THE HOLOCAUST COLUMBUS SCHOOL FOR GIRLS 56 SOUTH COLUMBIA AVENUE COLUMBUS OH 43209 314379452 501(C)(3) 16413 LANDMARK CAMPAIGN; EDUCATION; SCHOLARSHIP COLUMBUS SYMPHONY ORCHESTRA 55 EAST STATE STREET COLUMBUS OH 432159939 316402408 501(C)(3) 9625 SUSTAINING EXCELLENCE; EDUCATIONAL AND COMMUNITY OUTREACH COLUMBUS TORAH ACADEMY 181 NOE-BIXBY ROAD COLUMBUS OH 43213 314428025 501(C)(3) 228465 ORTHODOX JEWISH STUDIES FOR ELEMENTARY & SECONDARY AGE STUDENTS; MARCH OF LIVING; ZISKIND PERFORMING ARTS COMMUNITY SHELTER BOARD L-3112 111 LIBERTY STREET 150 COLUMBUS OH 43215 311181284 501(C)(3) 7700 EMERGENCY HOUSING PROGRAMS & COMMUNITY AWARENESS CONGREGATION AGUDAS ACHIM 2767 EAST BROAD STREET COLUMBUS OH 43209 314414020 501(C)(3) 105362 KIDDISH SPONSORSHIP; HIGH HOLIDAYS; WORSHIP & EDUCATION CONGREGATION AHAVAS SHOLOM 2568 EAST BROAD STREET COLUMBUS OH 43209 310898886 501(C)(3) 14732 YAHRZEITS; WORSHIP & EDUCATION CONGREGATION BETH TIKVAH 6121 OLENTANGY RIVER ROAD WORTHINGTON OH 43085 311069161 501(C)(3) 10692 BUILDING FUND; WORSHIP & EDUCATION CONGREGATION RODEPH SHOLOM FINANCE OFFICE FLOOR 3 7 WEST 83RD STREET NEW YORK NY 100245201 131628164 501(C)(3) 36470 YOM KIPPUR APPEAL; WORSHIP & EDUCATION CONGREGATION TIFERETH ISRAEL 1354 EAST BROAD STREET COLUMBUS OH 43205 314319579 501(C)(3) 218721 CANTOR ASSEMBLY; BUILDING FUND; HIGH HOLIDAYS; WORSHIP & EDUCATION CONGREGATION TORAT EMET 2375 EAST MAIN STREET BEXLEY OH 43209 311786319 501(C)(3) 22253 TORAH FUND; WORSHIP & EDUCATION COSI (FRANKLIN COUNTY HISTORICAL SOCIETY) 333 WEST BROAD STREET COLUMBUS OH 43215 314383802 501(C)(3) 5325 JERUSALEM: THE MOVIE; SUPPORT SCIENCE EDUCATION DEAN COLLEGE 99 MAIN STREET FRANKLIN MA 020381941 042104149 501(C)(3) 15000 HIGHER EDUCATION ECONOMIC COMMUNITY DEVELOPMENT INSTITUTE-ECDI 1655 OLD LEONARD AVENUE COLUMBUS OH 43219 311145544 501(C)(3) 6500 SOCIAL ENTERPRISE DEVELOPMENT; WOMEN'S BUSINESS CENTER FLORENCE MELTON SCHOOL OF ADULT JEWISH LEARNING 95 REVERE DRIVE STE F NORTHBROOK IL 60062 010725179 501(C)(3) 69000 ADULT JEWISH EDUCATION FLYING HORSE FARMS 5260 STATE ROUTE 95 MT GILEAD OH 43338 203498125 501(C)(3) 33583 CAMPFIRE EVENT; TRANSFORMATIVE CAMP EXPERIENCES FOR CHILDREN WITH SERIOUS ILLNESSES FRIENDS OF THE DREXEL 55 EAST STATE STREET COLUMBUS OH 43215 271447434 501(C)(3) 15674 PRESERVATION OF HISTORICAL DREXEL THEATRE AS A DISTINCTIVE CULTURAL ASSET FRIENDS OF THE ISRAEL DEFENSE FORCES 1430 BROADWAY 1301 NEW YORK NY 10018 133156445 501(C)(3) 5218 EDUCATIONAL,SOCIAL, CULTURAL, AND RECREATIONAL PROGRAMS FOR SOLDIERS OF ISRAEL FUND FOR THE CITY OF NEW YORK INC 121 AVENUE OF THE AMERICAS 6TH FLOOR NEW YORK NY 10013 132612524 501(C)(3) 8785 LIKONI COMMUNITY FOOTBALL LEAGUE FURNITURE BANK OF CENTRAL OHIO 118 SOUTH YALE AVENUE COLUMBUS OH 43222 311600869 501(C)(3) 5000 FURNITURE & HOUSEHOLD GOODS ASSISTANCE GAHANNA-JEFFERSON EDUCATION FOUNDATION 160 SOUTH HAMILTON GAHANNA OH 43230 810576974 501(C)(3) 5250 CELEBRATION OF EXCELLENCE; EDUCATION SCHOLARSHIP GLADNEY CENTER FOR ADOPTION 6300 JOHN RYAN DRIVE FORT WORTH TX 76132 750917409 501(C)(3) 10000 ASIA WAITING CHILDREN PROGRAM HASIDAH FOUNDATION 2389 HILGARD AVENUE BERKELEY CA 94709 454146075 501(C)(3) 5660 INFERTILITY AWARENESS & SUPPORT HAZON INC 125 MAIDEN LANDE 8B NEW YORK NY 10038 131623922 501(C)(3) 10606 STORAHTELLING HEBREW UNION COLLEGE 3101 CLIFTON AVENUE CINCINNATI OH 45220 310537067 501(C)(3) 41500 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 RELATED TO PARKINSON DISORDER HILLEL-INTERNATIONAL 800 EIGHTH STREET NW ATTN GIFT OPERATIONS WASHINGTON DC 20001 521844823 501(C)(3) 15000 JEWISH LEARNING CENTER HOME PORT BY COLUMBUS HOUSING PARTNERSHIP 562 EAST MAIN STREET COLUMBUS OH 43215 311208260 501(C)(3) 5000 AFFORDABLE HOUSING & COUNSELING HOMELESS FAMILIES FOUNDATION 33 NORTH GRUBB STREET COLUMBUS OH 43215 311179492 501(C)(3) 50100 SHELTER & SUPPORT SERVICES FOR HOMELESS FAMILIES INCREDIBOTS 715 AFFIRMED COURT GAHANNA OH 43230 311384772 501(C)(3) 5000 PHYSICS SIMULATION 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) 20237 CAPITAL CAMPAIGN; YOM KIPPUR; CULTURAL, RECREATIONAL & SOCIAL PROGRAMS & ACTIVITIES JEWISH COMMUNITY CENTER-LYJCC 1125 COLLEGE AVENUE COLUMBUS OH 43209 314379496 501(C)(3) 161756 CAPITAL CAMPAIGN; GALLERY PLAYERS; BOOKFAIR; SPORTS SPECTACULAR; JEWISH FILM FESTIVAL; CULTURAL, RECREATIONAL & SOCIAL PROGRAMS & ACTIVITIES JEWISH COMMUNITY CENTER-MANHATTAN INC 334 AMSTERDAM AVENUE NEW YORK NY 10023 133490745 501(C)(3) 7500 CULTURAL, RECREATIONAL & SOCIAL PROGRAMS & ACTIVITIES JEWISH FAMILY SERVICES 1070 COLLEGE AVENUE COLUMBUS OH 43209 314379497 501(C)(3) 290969 COMPREHENSIVE HEALTH & SOCIAL SERVICES; HOLOCAUST SURVIVORS; SCRIP; MAX PROGRAM; HELPING HAND; PASSOVER FOOD DRIVE JEWISH FEDERATION OF COLUMBUS 1175 COLLEGE AVENUE COLUMBUS OH 43209 310838745 501(C)(3) 1198450 BUILD & STRENGTHEN THE COLUMBUS JEWISH COMMUNITY; CONFERENCE ROOM RENOVATION; HOLOCAUST SURVIVORS JEWISH FEDERATION SEATTLE 2031 THIRD AVE SEATTLE WA 98121 910575950 501(C)(3) 7060 BUILD & STRENGTHEN THE SEATTLE JEWISH COMMUNITY 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 NATIONAL FUND 60 REVERE DRIVE STE 840 NORTHBROOK IL 60062 131659627 501(C)(3) 60531 DEFINING MOMENTS SOCIETY; CHALUTZA BOMB SHELTER JEWISH THEOLOGICAL SEMINARY 3080 BROADWAY NEW YORK NY 10027 130887640 501(C)(3) 6200 JEWISH INSTRUCTION AND EDUCATION JEWISH UNITED FUND OF METROPOLITAN CHICAGO BEN GURION WAY 30 SOUTH WELLS STREET CHICAGO IL 606065054 362167034 501(C)(3) 9800 BUILD & STRENGTHEN THE METROPOLITAN CHICAGO JEWISH COMMUNITY LIFECARE ALLIANCE 1699 WEST MOUND STREET COLUMBUS OH 43223 314379494 501(C)(3) 6550 KOSHER FOOD; CANCER CLINIC LORI SCHOTTENSTEIN CHABAD CENTER PO BOX 80 NEW ALBANY OH 43054 311427001 501(C)(3) 63125 EDUCATIONAL AND RELIGIOUS PROGRAMS; LIFETOWN MARBURN ACADEMY 1860 WALDEN DRIVE COLUMBUS OH 43229 311011901 501(C)(3) 36554 SCHOLARS FUND; CAPITAL CAMPAIGN MASORTI FOUNDATION 475 RIVERSIDE DRIVE STE 832 NEW YORK NY 101150122 133137586 501(C)(3) 52250 RELIGION AND SPIRITUAL DEVELOPMENT MASSACHUSETTS GENERAL HOSPITAL 165 CAMBRIDGE STREET 600 BOSTON MA 02114 041564655 501(C)(3) 75000 WARSHAW INSTITUTE FOR PANCREATIC CANCER RESEARCH MAYO CLINIC 200 FIRST STREET SW ROCHESTER MN 55905 416011702 501(C)(3) 20000 BASIC SCIENCE RESEARCH MD ANDERSON CANCER CENTER OF UNIVERSITY OF TEXAS PO BOX 4486 HOUSTON TX 77210 746001118 501(C)(3) 25000 DR. JENNIFER WARGO'S FUND ON "GENE TARGETED THERAPY AND IMMUNOTHERAPY FOR CANCER" MIAMI UNIVERSITY 725 EAST CHESTNUT OXFORD OH 45056 316402089 501(C)(3) 5000 HIGHER EDUCATION MID-OHIO FOODBANK 3960 BROOKHAM DRIVE GROVE CITY OH 43123 310865343 501(C)(3) 7916 HUNGER RELIEF PROGRAMS NATIONWIDE CHILDREN'S HOSPITAL FOUNDATION 700 CHILDRENS DRIVE COLUMBUS OH 43205 311036370 501(C)(3) 25400 SUPPORT FOR NATIONWIDE CHILDREN'S HOSPITAL; PEDIATRICS HEMOSTASIS THROMBOSIS FUND; SCHOLARSHIP FUND NEW ALBANY COMMUNITY FOUNDATION 220 MARKET STREET 205 NEW ALBANY OH 43054 311409264 501(C)(3) 8200 PHILANTHROPY AND GRANTMAKING NYU SCHOOL OF MEDICINE 550 FIRST AVENUE NEW YORK NY 10016 510244064 501(C)(3) 30000 DEPARTMENT OF DERMATOLOGY OAKSTONE ACADEMY 900 CLUB DRIVE FINANCE DEPARTMENT WESTERVILLE OH 43081 311666674 501(C)(3) 5000 SERVICES FOR FAMILIES & THEIR CHILDREN WITH AUTISM RELATED DISORDERS OHIO HEALTH FOUNDATION KOBACKER HOUSE 800 MCCONNELL DRIVE COLUMBUS OH 43214 311372702 501(C)(3) 102568 HOSPICE WALK MEMORY CANVAS; LIFE FUND OHIO JEWISH COMMUNITIES 50 WEST BROAD STREET 1815 COLUMBUS OH 43215 311042915 501(C)(4) 21000 EDUCATIONAL PROGRAMING OHIO WILDLIFE CENTER 6131 COOK ROAD POWELL OH 43065 311182372 501(C)(3) 113800 EDUCATIONAL FACILITY EXPANSION; NEW EQUIPMENT OHIOHEALTH FOUNDATION 180 EAST BROAD STREET 31ST FLOOR COLUMBUS OH 43215 237446919 501(C)(3) 71750 NURSING FUND; RMH APPRECIATION FUND; CENTER FOR WOMEN & BABIES CAMPAIGN OSU FOUNDATION 1480 WEST LANE AVENUE COLUMBUS OH 43221 311145986 501(C)(3) 316250 OHIO SCHOLARSHIP CHALLENGE; JAMES EXPANSION; STAR PROGRAM; WEXNER MEDICAL CENTER OSU HILLEL 46 EAST 16TH AVENUE COLUMBUS OH 432011661 311048567 501(C)(3) 195623 JEWISH LEARNING CENTER; BUILDING REPAIR & MAINTENANCE; KOHANE EDUCATIONAL FUND PACE UNIVERSITY OFFICE OF PHILANTHROPY ONE PACE PLAZA NEW YORK NY 100381598 135562314 501(C)(3) 5000 HIGHER EDUCATION PILOT DOGS 625 WEST TOWN STREET COLUMBUS OH 43215 314393243 501(C)(3) 50200 SPONSOR A CLASS OF SIX TEAMS; TRAIN DOGS FOR THE BLIND RONALD MCDONALD HOUSE 711 EAST LIVINGSTON AVENUE COLUMBUS OH 43205 310890152 501(C)(3) 10025 CAPITAL CAMPAIGN SECOND PRESBYTERIAN CHURCH 3 WEST 95TH STREET NEW YORK NY 10025 236393377 501(C)(3) 15000 ALEXANDER ROBERTSON SCHOOL SHALOM HARTMAN INSTITUTE USA ONE PENNSYLVANIA PLAZA 1606 NEW YORK NY 10119 133014387 501(C)(3) 5000 RESEARCH AND LEADERSHIP INSTITUTE SHALOM HOUSE C/O WEXNER HERITAGE HOUSE 1151 COLLEGE AVENUE COLUMBUS OH 43209 311334762 501(C)(3) 26130 BUILDING IMPROVEMENTS; SUPPORT FOR JEWISH ACTIVITIES; CHANUKAH GIFTS SMITHSONIAN INSTITUTION PO BOX 37012 WASHINGTON DC 20013 530206027 501(C)(3) 20000 SCIENTIFIC RESEARCH & SCHOLARSHIP TEMPLE BETH SHALOM 5089 JOHNSTOWN ROAD NEW ALBANY OH 43054 310926157 501(C)(3) 34704 WORSHIP AND EDUCATION; BUILDING FUND TEMPLE ISRAEL 5419 EAST BROAD STREET COLUMBUS OH 432131499 314384145 501(C)(3) 69889 WORSHIP AND EDUCATION; RELIGIOUS SCHOOL; PROFESSIONAL STAFF UPGRADE THE BUCKEYE RANCH 5665 HOOVER ROAD GROVE CITY OH 43123 310642111 501(C)(3) 100000 LEARN, CARE, GIVE CAPITAL CAMPAIGN THE COMMUNITY KITCHEN INC 640 SOUTH OHIO AVENUE COLUMBUS OH 43205 311124774 501(C)(3) 5500 MEALS FOR HOMELESS FAMILIES THE MANHATTAN INSTITUTE 52 VANDERBILT AVENUE NEW YORK NY 10017 132912529 501(C)(3) 100000 HIGHER EDUCATION THE NEGEV FOUNDATION 2121 SOUTH GREEN ROAD CLEVELAND HEIGHTS OH 44121 341690546 501(C)(3) 10000 OHIO LEGISLATORS MISSION TO ISRAEL THE OHIO STATE UNIVERSITY 281 WEST LANE AVENUE 2ND FLOOR COLUMBUS OH 43210 316025986 501(C)(1) 58920 COLLEGE OF MEDICINE & PUBLIC HEALTH; JAFFE DENTAL SCHOLARSHIPS; WEXNER CENTER FOR THE ARTS TUFTS-NEW ENGLAND MEDICAL CENTER 800 WASHINGTON STREET 231 BOSTON MA 02111 043400617 501(C)(3) 25000 IBD RESEARCH FUND US HOLOCAUST MEMORIAL MUSEUM PO BOX 7022 ALBERT LEA MN 56007 521309391 501(C)(3) 6598 DOCUMENTATION, STUDY, AND INTERPRETATION OF HOLOCAUST HISTORY UNITED WAY-CENTRAL OHIO PO BOX 951571 CLEVELAND OH 44193 314393712 501(C)(3) 161600 BUILD & STRENGTHEN THE COLUMBUS COMMUNITY UNIVERSITY OF PITTSBURGH 116 ATWOOD STREET SUITE 201 PITTSBURGH PA 15260 250965591 501(C)(3) 10000 LIVE LIKE LOU CENTER FOR ALS RESEARCH WELLESLEY COLLEGE 106 CENTRAL STREET WELLESLEY MA 02481 042103637 501(C)(3) 6500 JEWISH STUDIES FUND WEXNER HERITAGE VILLAGE 1151 COLLEGE AVENUE COLUMBUS OH 43209 314417962 501(C)(3) 167961 LONG TERM HEALTHCARE FOR DISABLED ELDERLY INDIVIDUALS; ZUSMAN HOSPICE; CAMPAIGN TO REVOLUTION CARE; THE COTTAGE PHASE II; NEW VAN YWCA OF COLUMBUS 65 SOUTH FOURTH STREET COLUMBUS OH 43215 314379597 501(C)(3) 36500 WOMEN'S HUMAN SERVICES; FAMILY SHELTER FUND 103 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 169978 0 0 0 1584 0 26174 0 17202 0 214938 0 0 0 TAMRA FITZPATRICK CFO 142805 0 0 0 552 0 4284 0 17161 0 164802 0 0 0 X 78 1718233 MARKET VALUE X 2 400702 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 A, LINE 2 HERBERT AND DENISE GLIMCHER HAVE A FAMILY RELATIONSHIP. 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 145,077. 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