2015-11-12T15:39:15-06:00 2015-06-30 314419361 JOHN GERLACH & COMPANY 37 WEST BROAD STREET COLUMBUS OH 43215 990 2014-07-01 311409264 NEW ALBANY COMMUNITY FOUNDATION NEWA 6149398150 220 MARKET STREET SUITE 205 NEW ALBANY OH 43054 J CRAIG MOHRE PRESIDENT 6149398150 2015-11-12 1 TJ CONGER CPA P00068140 6142242164 2015-11-10 2014 2016-02-25 16:41:14Z J CRAIG MOHRE 220 MARKET STREET SUITE 205 NEW ALBANY OH 43054 2315545 0 X NEWALBANYFOUNDATION.ORG X 1994 OH THE FOUNDATION'S MISSION IS TO IMPROVE NEW ALBANY FOR THE BENEFIT OF ALL ITS CITIZENS. 13 13 2 15 0 0 3804100 2247415 61800 68100 27 30 0 0 3865927 2315545 1998451 740317 0 0 219091 261290 0 0 284860 871148 1636826 3088690 2638433 777237 -322888 12677154 12543165 250160 299656 12426994 12243509 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 893105 348770 ARTS AND HUMANITIES 849603 331782 HEALTH AND WELLNESS 397200 68100 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. 149137 58240 EDUCATION 2561 1000 ENVIRONMENT 1343 525 GENERAL PHILANTHROPY 153041 59765 2292949 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 8 0 1 2 1 0 0 0 0 0 1 1 0 0 0 0 X 13 13 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 DENNIS WELCH CHAIR 2.00 X X 0 0 0 KIRT WALKER VICE CHAIR 2.00 X X 0 0 0 STUART BURGDOERFER TREASURER 2.00 X X 0 0 0 PATTI STEINOUR SECRETARY 2.00 X X 0 0 0 KEITH BEREND TRUSTEE 2.00 X 0 0 0 DONNA AKINS TRUSTEE 1.00 X 0 0 0 RICHARD LAVIN TRUSTEE 1.00 X 0 0 0 LYNNE SMITH TRUSTEE 1.00 X 0 0 0 IRA SHARFIN 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 J CRAIG MOHRE PRESIDENT 50.00 X 155632 0 6223 155632 0 6223 1 0 1 0 0 2247415 2247415 REMARKABLE EVENING PRO 900099 68100 68100 68100 30 30 2315545 68100 0 30 740317 740317 216723 75853 21672 119198 30169 10559 3017 16593 1207 422 121 664 13191 4617 1319 7255 4051 1418 405 2228 30500 10675 3050 16775 17756 6215 1775 9766 108213 37875 10821 59517 21459 5674 6868 8917 27421 9597 2742 15082 7121 2492 712 3917 3214 3214 4440 1554 444 2442 N.A. TASK FORCE 695855 695855 SPECIAL PROGRAM EVENTS 689806 689806 OTHER 22474 22474 MISCELLANEOUS 4516 20 4464 32 2638433 2292949 60624 284860 35254 138696 435676 268793 138906 196144 37969 25420 15764 12549 12051554 11926983 12677154 12543165 4575 66237 245585 233419 250160 299656 X 11781318 11784716 645676 458793 12426994 12243509 12677154 12543165 X -322888 22600 116803 X X 0 1 X 1 0 X 2945457 1304205 3022775 3804100 2247415 13323952 2945457 1304205 3022775 3804100 2247415 13323952 2296386 11027566 215 173 4449 27 30 4894 13328846 293700 0.82730 0.81750 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 9707 9318 389 28262 16102 12160 12549 BENFICIAL INTEREST IN ASSETS HELD BY OTHERS 11926983 11926983 ORGANIZATION ENDOWMENT FUNDS HELD FOR OTHERS 233419 233419 X 2432348 116803 116803 2315545 0 2315545 2615833 -22600 -22600 2638433 0 2638433 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. WITH FEW EXCEPTIONS, THE FOUNDATION IS NO LONGER SUBJECT TO INCOME TAX EXAMINATIONS BY THE U.S. FEDERAL, STATE AND LOCAL TAX AUTHORITIES FOR YEARS BEFORE 2011. PART XI, LINE 2D - OTHER ADJUSTMENTS: INCREASE (DECREASE) IN BENEFICIAL INTEREST IN ASSETS HELD BY OTHERS 116,803. 1 CASE WESTERN RESERVE UNIVERSITY 10900 EUCLID AVENUE CLEVELAND OH 44106 341018992 501C3 2000 EDUCATION CITY OF NEW ALBANY 99 W MAIN STREET NEW ALBANY OH 43054 310649470 501C3 1500 HEALTH AND WELLNESS COLUMBUS METROPOLITAN LIBRARY 96 SOUTH GRANT AVENUE COLUMBUS OH 43215 316401170 501C3 2500 EDUCATION DENISON UNIVERSITY PO BOX 716 GRANVILLE OH 43023 314379459 501C3 2000 EDUCATION HEALTHY NEW ALBANY 7904 COLE PARK LOOP NEW ALBANY OH 43054 203840246 501C3 150000 HEALTH AND WELLNESS HEALTHY NEW ALBANY 7904 COLE PARK LOOP NEW ALBANY OH 43054 203840246 501C3 150000 HEALTH AND WELLNESS JEANNE B MCCOY COMMUNITY CENTER FOR THE ARTS CORPORATION PO BOX 508 NEW ALBANY OH 43054 260388623 501C3 80000 ARTS JEANNE B MCCOY COMMUNITY CENTER FOR THE ARTS CORPORATION PO BOX 508 NEW ALBANY OH 43054 260388623 501C3 80000 ARTS JEANNE B MCCOY COMMUNITY CENTER FOR THE ARTS CORPORATION PO BOX 508 NEW ALBANY OH 43054 260388623 501C3 80000 ARTS JEANNE B MCCOY COMMUNITY CENTER FOR THE ARTS CORPORATION PO BOX 508 NEW ALBANY OH 43054 260388623 501C3 80000 ARTS JOHN GLENN INSTITUTE FOR PUBLIC SERVICE OF OSU 1480 WEST LANE AVENUE COLUMBUS OH 43221 311145986 501C3 5000 EDUCATION MARIA TIBERI FOUNDATION PO BOX 4225 DUBLIN OH 43016 463814834 501C3 15000 HEALTH AND WELLNESS MUSCULAR DYSTROPHY ASSOCIATION 1080 NIMITZVIEW DRIVE 208 CINCINNATI OH 45230 131665552 501C3 1000 HEALTH AND WELLNESS NEW ALBANY ARTS COUNCIL PO BOX 151 NEW ALBANY OH 43054 311406682 501C3 10000 ARTS NEW ALBANY SYMPHONY ORCHESTRA PO BOX 332 NEW ALBANY OH 43054 510657626 501C3 17770 ARTS NEW ALBANY SYMPHONY ORCHESTRA PO BOX 332 NEW ALBANY OH 43054 510657626 501C3 1000 ARTS NEW ALBANY-PLAIN LOCAL SCHOOL DISTRICT 55 NORTH HIGH STREET NEW ALBANY OH 43054 316400868 501C3 5000 EDUCATION NEW ALBANY-PLAIN LOCAL SCHOOL DISTRICT 55 NORTH HIGH STREET NEW ALBANY OH 43054 316400868 501C3 21740 EDUCATION NEW ALBANY-PLAIN LOCAL SCHOOL DISTRICT 55 NORTH HIGH STREET NEW ALBANY OH 43054 316400868 501C3 1000 ENVIRONMENT NEW ALBANY-PLAIN LOCAL SCHOOL DISTRICT 55 NORTH HIGH STREET NEW ALBANY OH 43054 316400868 501C3 20000 EDUCATION PHILANTHROPY OHIO 37 W BROAD ST SUITE 800 COLUMBUS OH 43215 311111842 501C3 525 GENERAL PHILANTHROPY RIDE 2 RECOVERY 23679 CALABASAS RD SUITE 420 CALABASAS CA 91302 202252840 501C3 750 HEALTH AND WELLNESS THE CENTER FOR FAMILY SAFETY AND HEALING 655 E LIVINGSTON AVENUE COLUMBUS OH 43205 020627166 501C3 13532 HEALTH AND WELLNESS 15 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 0 0 0 0 0 0 0 0 0 J CRAIG MOHRE PRESIDENT 123632 0 32000 0 0 0 6223 0 0 0 161855 0 0 0 FORM 990, PART VI, SECTION B, LINE 11 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 116,803. 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.