2015-01-14T15:18:55-06:00 2014-06-30 420714325 MCGLADREY LLP 1001 LAKESIDE AVENUE EAST SUITE 200 CLEVELAND OH 441141152 990 2013-07-01 311384772 COLUMBUS JEWISH FOUNDATION COLU 6143382365 1175 COLLEGE AVENUE COLUMBUS OH 43209 TAMRA FITZPATRICK CFO 6143382365 2015-01-13 ZACHARY FORTSCH P00052725 2165231900 2013 2016-04-25 22:37:26Z JACKIE JACOBS 1175 COLLEGE AVENUE COLUMBUS OH 43209 97132344 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. 36 36 9 100 -2163 -2163 5679242 7638458 0 0 3347258 3123201 252930 651 9279430 10762310 6372605 6909651 0 0 724973 655730 0 0 113582 294762 228421 7392340 7793802 1887090 2968508 102626668 114931673 18019679 22198562 84606989 92733111 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 6949728 6909651 125864 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. 6949728 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 53 0 1 9 1 1 1 1 CJ 0 0 0 0 1 1 0 0 0 0 0 0 X 36 36 1 0 1 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 BRADLEY KASTAN PAST PRESIDENT 2.00 X X 0 0 0 STEVEN SCHOTTENSTEIN PRESIDENT 2.00 X X 0 0 0 HARLAN ROBINS TREASURER 2.00 X X 0 0 0 DENISE GLIMCHER VICE PRESIDENT 2.00 X X 0 0 0 NEVADA SMITH SECRETARY 2.00 X X 0 0 0 MICHAEL SCHLONSKY ASSISTANT SECRETARY 2.00 X X 0 0 0 WILLIAM BYERS ASSISTANT TREASURER 2.00 X X 0 0 0 LARRY PLISKIN BOARD MEMBER 2.00 X 0 0 0 MICHAEL CANTER BOARD MEMBER 2.00 X 0 0 0 DONALD FEINSTEIN BOARD MEMBER 2.00 X 0 0 0 HERBERT GLIMCHER BOARD MEMBER 2.00 X 0 0 0 ANDREW GROSSMAN BOARD MEMBER 2.00 X 0 0 0 SHELLY IGDALOFF BOARD MEMBER 2.00 X 0 0 0 BABETTE FEIBEL BOARD MEMBER 2.00 X 0 0 0 JEFF KAPLAN BOARD MEMBER 2.00 X 0 0 0 BRETT KAUFMAN BOARD MEMBER 2.00 X 0 0 0 ROBERT KEIDAN BOARD MEMBER 2.00 X 0 0 0 HARLAN LOUIS BOARD MEMBER 2.00 X 0 0 0 DR JAMIE KELLER ALLEN BOARD MEMBER 2.00 X 0 0 0 DR MIRIAM PORTMAN BOARD MEMBER 2.00 X 0 0 0 JIM WINNEGRAD BOARD MEMBER 2.00 X 0 0 0 BERNARD YENKIN BOARD MEMBER 2.00 X 0 0 0 KAREN BOKOR BOARD MEMBER 2.00 X 0 0 0 SUZANNE ECKER BOARD MEMBER 2.00 X 0 0 0 GERALDINE ELLMAN BOARD MEMBER 2.00 X 0 0 0 HEIDI LEVEY BOARD MEMBER 2.00 X 0 0 0 RANDY SOKOL BOARD MEMBER 2.00 X 0 0 0 JEFF MEYER VICE PRESIDENT ELECT 2.00 X X 0 0 0 RANDALL S ARNDT VICE PRESIDENT 2.00 X X 0 0 0 DR HILDA GLAZER BOARD MEMBER 2.00 X 0 0 0 STEVE HEISER BOARD MEMBER 2.00 X 0 0 0 MARCIA HERSHFIELD BOARD MEMBER 2.00 X 0 0 0 IRA KANE BOARD MEMBER 2.00 X 0 0 0 INNA KINNEY BOARD MEMBER 2.00 X 0 0 0 RAY SILVERSTEIN BOARD MEMBER 2.00 X 0 0 0 ARLENE WEISS BOARD MEMBER 2.00 X 0 0 0 JACKIE JACOBS EXECUTIVE DIRECTOR 40.00 X 171919 0 55477 TAMRA FITZPATRICK CFO 40.00 X 139395 0 20638 311314 0 76115 2 0 1 0 0 7638458 5499728 7638458 2830294 2830294 48255 159065 -110810 -110810 -110810 85606912 896964 84471688 1739281 1135224 -842317 292907 292907 RECORD KEEPING FEES 900099 125864 125864 PASSIVE ACTIVITIES 900004 -14403 -2163 -12240 111461 10762310 125864 -2163 3000151 6909651 6909651 311314 252605 58709 214415 190215 24200 16097 2505 13592 63124 56755 6369 50780 45243 5537 11949 11949 20000 20000 17806 17806 10812 5637 5175 21186 21186 32662 32662 3018 3018 7823 7823 27017 27017 6721 6721 LIFE INSURANCE 40077 40077 EQUIPMENT RENTAL/MAINT 9950 9950 BUILDING SERVICES & MAI 8706 8706 RECEPTION 6955 6955 3739 3739 7793802 6949728 730492 113582 105803 577400 1151613 492908 495749 4288918 775616 3644462 3513302 88410866 103297633 3234362 2273550 5586654 4774039 102626668 114931673 153924 158508 250695 223020 17615060 21817034 18019679 22198562 X 0 0 0 0 84606989 92733111 84606989 92733111 102626668 114931673 X 2968508 4813553 344061 X X 0 1 X 1 0 X 5925102 4926643 4042729 5679242 7638458 28212174 5925102 4926643 4042729 5679242 7638458 28212174 4318982 23893192 2225471 2423949 2095174 2054407 2878549 11677550 122502 122502 35548 404226 152433 142810 125864 860881 40873107 0.58460 0.69590 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 648 5734309 5098179 25228648 1 1 0 1 X 48592080 2326608 5535643 2030703 54423628 45846205 1674822 3186972 2115919 48592080 38191869 9583553 352430 2281647 45846205 37051936 1072483 2165317 2097867 38191869 40516351 1491338 389061 862128 4482686 37051936 0.17000 0.79000 0.04000 0 0 373600 373600 3748287 617689 3130598 167031 157927 9104 3513302 16078989 4813553 503126 5316679 10762310 0 10762310 7952867 159065 159065 7793802 0 7793802 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 159,065. CSV CHANGE OF LIFE INSURANCE 344,061. PART XII, LINE 2D - OTHER ADJUSTMENTS: RENTAL EXPENSES NETTED AGAINST REVENUE 159,065. 1 A KID AGAIN 777-G DEARBORN PARK LANE COLUMBUS OH 43085 311440073 501(C)(3) 102000 HOLIDAY PARTY AND STRATEGIC & SUCCESSION PLANNING ALGONQUIN ARTS 173 MAIN ST MANASQUAN NJ 087363544 223195260 501(C)(3) 20000 CAPITAL CAMPAIGN; ARTS AND EDUCATION 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 PERSONS & CAREGIVERS AMERICAN ENTERPRISE INSTITUTE FOR PUBLIC POLICY RESEARCH 1150 SEVENTEENTH STREET NW WASHINGTON DC 200364603 530218495 501(C)(3) 20000 PRESERVING AND STRENGTHENING THE FOUNDATIONS OF FREEDOM AMERICAN FRIENDS INTERDISCIPLINARY CENTER (AFIDC) 116 EAST 16TH STREET 11TH FLOOR NEW YORK NY 10003 311577589 501(C)(3) 12000 ANNUAL SCHOLARSHIP AMERICAN FRIENDS OF MA'AGALIM INC 5 NORTH VILLAGE AVENUE ROCKVILLE CENTRE NY 11570 273315621 501(C)(3) 30000 PROGRAMS FOR AT-RISK YOUTH AMERICAN FRIENDS OF SOROKA MEDICAL CENTER PO BOX 184-H SCARSDALE NY 10583 135866593 501(C)(3) 750000 SUPPORT FOR SOROKA MEDICAL CENTER AMERICAN JEWISH WORLD SERVICES 45 W 36TH ST 11TH FLOOR NEW YORK NY 10018 222584370 501(C)(3) 5350 DISASTER RELIEF FUND-PHILLIPINES ANDREWS HOUSE INC PO BOX 1266 DELAWARE OH 430158266 311424363 501(C)(3) 17700 PROVIDE COMMUNITY SERVICES ANIMAL PROTECTIVE LEAGUE OF SPRINGFIELD AND SANGAMON COUNTY 1001 TAINTOR RD SPRINGFIELD IL 627021766 237095476 501(C)(3) 5000 CARING FOR ILL, INJURED AND ABUSED HOMELESS ANIMALS ARTHUR G JAMES CANCER FOUNDATION 660 ACKERMAN ROAD COLUMBUS OH 43218 311301428 501(C)(3) 180104 CELEBRATION OF LIFE, PELOTONIA, BLOCK MEMORIAL FUND, HEALTHCARE FOCUSED ON IMPROVING LIVES OF CANCER PATIENTS, STEPHANIE SPIELMAN FUND CHAMPIONS, UP ON THE ROOF, EXPANSION PROGRAM BALLET MET DEVELOPMENT DEPT 322 MOUNT VERNON AVENUE COLUMBUS OH 43215 310858562 501(C)(3) 14950 DANCE PERFORMANCES, TRAINING, EDUCATION, AND OUTREACH BETH JACOB CONGREGATION 1223 COLLEGE AVE COLUMBUS OH 43209 316401183 501(C)(3) 32997 WORSHIP AND EDUCATION, CAPITAL IMPROVEMENTS BEXLEY COMMUNITY FOUNDATION 552 SOUTH DREXEL AVENUE COLUMBUS OH 43209 271405357 501(C)(3) 7800 BEXLEY YOUTH AND RECREATION FUND, DREXEL SOCIETY, BEXLEY IN BLOOM & TREES BEXLEY EDUCATION FOUNDATION 348 SOUTH CASSINGHAM ROAD BEXLEY OH 43209 311463283 501(C)(3) 12690 SUPPORT FOR BEXLEY SCHOOL, 2014 BEXLEY EDUCATOR OF THE YEAR AWARD, BRAVO BIG BROTHERSBIG SISTERS OF CENTRAL OHIO 1855 EAST DUBLIN-GRANVILLE ROAD COLUMBUS OH 43229 314379429 501(C)(3) 39300 YOUTH MENTORING, BOWLING FOR KIDS, TASTE OF CLASS FOR KIDS CAPITOL SQUARE RENOVATION FOUNDATION INC OHIO STATE HOUSE ROOM 16 COLUMBUS OH 43215 311222851 501(C)(3) 173466 OHIO HOLOCAUST & LIBERATOR MEMORIAL CHABAD HOUSE-ASPEN 435 WEST MAIN STREET ASPEN CO 81611 223787221 501(C)(3) 55500 JEWISH EDUCATION AND OUTREACH, ISRAEL VETS CHILDREN'S DYSLEXIA CENTERS INC 290 CRAMER CREEK COURT DUBLIN OH 43017 043169620 501(C)(3) 10000 SPONSORSHIP OF A CHILD COLUMBIA GRAMMAR & PREPARATORY SCHOOL 5 WEST 93RD STREET NEW YORK NY 10025 130590970 501(C)(3) 40000 THIRD CENTURY FUND COLUMBUS ACADEMY 4300 CHERRY BOTTOM ROAD GAHANNA OH 432300745 314379445 501(C)(3) 14800 ANNUAL FUND COLUMBUS COLLEGE OF ART & DESIGN 60 CLEVELAND AVENUE COLUMBUS OH 43215 310820394 501(C)(3) 5250 GENERAL SCHOLARSHIP FUND COLUMBUS COMMUNITY KOLLEL 2513 EAST MAIN STREET COLUMBUS OH 43209 311438033 501(C)(3) 31430 ADULT JEWISH EDUCATION COLUMBUS FOUNDATION 1234 EAST BROAD STREET COLUMBUS OH 43205 316044264 501(C)(3) 100400 PHILANTHROPY AND GRANTMAKING COLUMBUS JEWISH DAY SCHOOL 150 EAST GRANVILLE STREET NEW ALBANY OH 43054 311482374 501(C)(3) 52900 JEWISH STUDIES FOR ELEMENTARY AGE STUDENTS, WISDOM OF THE HEART COLUMBUS JEWISH HISTORICAL SOCIETY 1175 COLLEGE AVENUE COLUMBUS OH 43209 311012951 501(C)(3) 20440 PRESERVATION OF HISTORY OF THE JEWISH COMMUNITY COLUMBUS MUSEUM OF ART 480 EAST BROAD STREET COLUMBUS OH 43215 314379447 501(C)(3) 18340 EDUCATION AND CULTURAL CENTER COLUMBUS SCHOOL FOR GIRLS 56 SOUTH COLUMBIA AVENUE COLUMBUS OH 43209 314379452 501(C)(3) 29751 COLLEGE PREPARATORY CURRICULUM COLUMBUS TORAH ACADEMY 181 NOE-BIXBY ROAD COLUMBUS OH 43213 314428025 501(C)(3) 162994 ORTHODOX JEWISH STUDIES FOR ELEMENTARY & SECONDARY AGE STUDENTS COMMUNITY SHELTER BOARD L-3112 111 LIBERTY STREET 150 COLUMBUS OH 43215 311181284 501(C)(3) 5200 EMERGENCY HOUSING PROGRAMS AND COMMUNITY AWARENESS CONGREGATION AGUDAS ACHIM 2767 EAST BROAD STREET COLUMBUS OH 43209 314414020 501(C)(3) 109212 WORSHIP AND EDUCATION, YAHRZEITS, HIGH HOLIDAY CONGREGATION AHAVAS SHOLOM 2568 EAST BROAD STREET COLUMBUS OH 43209 310898886 501(C)(3) 18500 WORSHIP AND EDUCATION, YAHRZEITS CONGREGATION BETH TIKVAH 6121 OLENTANGY RIVER RD WORTHINGTON OH 43085 311069161 501(C)(3) 5875 WORSHIP AND EDUCATION, BUILDING FUND CONGREGATION RODEPH SHOLOM FINANCE OFFICE FLOOR 3 7 WEST 83RD STREET NEW YORK NY 100245201 131628164 501(C)(3) 10000 WORSHIP AND EDUCATION CONGREGATION TIFERETH ISRAEL 1354 EAST BROAD STREET COLUMBUS OH 43205 314319579 501(C)(3) 117528 WORSHIP AND EDUCATION, SISTERHOOD, HIGH HOLIDAY DONATION, CANTOR'S ASSEMBLY CONGREGATION TORAT EMET 2375 EAST MAIN STREET BEXLEY OH 43209 311786319 501(C)(3) 9331 WORSHIP AND EDUCATION, YAHRZEITS, RABBI'S FUND CRISTO REY COLUMBUS HIGH SCHOOL 840 WEST STATE STREET COLUMBUS OH 43222 530196617 501(C)(3) 5000 COLLEGE PREPARATORY CURRICULUM ELMIRA COLLEGE ONE PARK PLACE ELMIRA NY 149019968 160743996 501(C)(3) 5200 HIGHER EDUCATION FLORENCE MELTON SCHOOL OF ADULT JEWISH LEARNING 95 REVERE DRIVE STE F NORTHBROOK IL 60062 010725179 501(C)(3) 27608 JEWISH INSTRUCTION & EDUCATION FLYING HORSE FARMS 5260 STATE ROUTE 95 MT GILEAD OH 43338 203498125 501(C)(3) 17983 RESIDENTIAL SUMMER CAMP AND TREATMENT CENTER FOR CHILDREN WITH SERIOUS ILLNESSES FOUNDATION FOR ENVIRONMENTAL EDUCATION PO BOX 340581 COLUMBUS OH 432340581 311426752 501(C)(3) 10000 SOLAR CASCADE - LINWORTH ELEMENTARY PROJECT FOUNDATION FOR THE DEFENSE OF DEMOCRACIES INC PO BOX 33249 WASHINGTON DC 200333249 134174402 501(C)(3) 20000 FOREIGN AFFAIRS AND NATIONAL SECURITY FRANKLIN COUNTY STADIUM INC 330 HUNTINGTON PARK LANE COLUMBUS OH 43215 310933217 501(C)(3) 10000 CAPITAL CAMPAIGN 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 GILDER LEHRMAN INST OF AMERICAN HISTORY 19 WEST 44TH STREET 500 NEW YORK NY 10036 133795391 501(C)(3) 5000 IMPROVEMENT OF HISTORY EDUCATION HABITAT FOR HUMANITY-MIDOHIO 3140 WESTERVILLE ROAD COLUMBUS OH 43224 311217994 501(C)(3) 100025 SPONSOR A HOUSE HEBREW SENIOR LIFE 1200 CENTRE STREET BOSTON MA 021311097 900183119 501(C)(3) 10400 HONOR OUR ELDERS HEBREW UNION COLLEGE 3101 CLIFTON AVENUE CINCINNATI OH 45220 310537067 501(C)(3) 35500 RELIGIOUS AND SCHOLARLY LEARNING HERBERT KAY PARKINSON CHAPTER INC 19955 NE 38TH COURT-1103 NORTH MIAMI FL 33180 113840788 501(C)(3) 5000 RESEARCH, EDUCATION AND OUTREACH RELATED TO PARKINSON'S DISEASE HILLEL THE FOUNDATION FOR JEWISH CAMPUS LIFE-DC A & R BELFER BUILDING 800 EIGHTH STREET NW WASHINGTON DC 20001 521844823 501(C)(3) 11980 JEWISH LEARNING CENTER HOME PORT BY COLUMBUS HOUSING PARTNERSHIP 562 EAST MAIN STREET COLUMBUS OH 43215 311208260 501(C)(3) 5000 AFFORDABLE HOUSING AND COUNSELING HOMELESS FAMILIES FOUNDATION 33 NORTH GRUBB STREET COLUMBUS OH 43215 311179492 501(C)(3) 50125 SHELTER AND SUPPORT SERVICES FOR HOMELESS FAMILIES INCREDIBOTS 715 AFFIRMED COURT GAHANNA OH 43230 311384772 501(C)(3) 7250 TRAVEL STIPEND & AWARD INNOCENCE PROJECT INC 40 WORTH STREET 701 NEW YORK NY 100132904 320077563 501(C)(3) 5000 FREE INCARCERATED INNOCENT PEOPLE ISRAEL & CO 7 WORLD TRADE CTR 46TH FLOOR 250 GREENWICH STREET NEW YORK NY 100072369 455230138 501(C)(3) 15000 OSU MBA PROGRAM JEWISH CENTER OF THE HAMPTONS 44 WOODS LANE PO BOX 5107 EAST HAMPTON NY 11937 116035195 501(C)(3) 10000 CULTURAL, RECREATIONAL, AND SOCIAL PROGRAMS AND ACTIVITIES JEWISH COMMUNITY CENTER-LYJCC 1125 COLLEGE AVENUE COLUMBUS OH 43209 314379496 501(C)(3) 192196 GALLERY PLAYERS; JEWISH FILM FESTIVAL; CULTURAL, RECREATIONAL AND SOCIAL PROGRAMS & ACTIVITIES; CAPITAL CAMPAIGN; MUSIC PROGRAM; SUPPORTING THE FLORENCE MELTON ADULT MINI-SCHOOL LECTURE BY DEBBIE GOODMAN IN NOVEMBER 2013; SPORTS SPECTACULAR; EMERGENCY MEALS FOR SENIORS; BUILDING FUND; COLE ESSAY; HEADSETS AND MICROPHONES FOR THE THEATER & SET SUPPLIES FOR OTHER DESERT CITIES; SUMMER CAMPS; REPAIR OF HOOVER PAVILION, MOVING TREES AND ART SHED AT HOOVER PARK; FITNESS EQUIPMENT; VISUAL ARTS PROGRAM; J ZONE; BOOKFAIR; SPONSOR CELEBRATION; REPAIR WATER LINES AT HOOVER PARK; BARKAN MEMORIAL; PRE-PASSOVER KOSHER COOKING DEMONSTRATION FOR THE COMMUNITY JEWISH COMMUNITY CENTER-MANHATTAN INC 334 AMSTERDAM AVENUE NEW YORK NY 10023 133490745 501(C)(3) 7500 CULTURAL, RECREATIONAL AND SOCIAL PROGRAMS & ACTIVITIES JEWISH FAMILY SERVICES 1070 COLLEGE AVENUE COLUMBUS OH 43209 314379497 501(C)(3) 122206 COMPREHENSIVE HEALTH AND SOCIAL SERVICES; PASSOVER FOOD BASKETS; REVOLVING HELP LOAN FUND; SKILLS COACHING PROGRAM IHO REID AND FRAN WASSERSTROM; PROJECT SHEMESH; HOLOCAUST SURVIVOR PROGRAM; SCRIP PROGRAM JEWISH FEDERATION OF COLUMBUS 1175 COLLEGE AVENUE COLUMBUS OH 43209 310838745 501(C)(3) 1253381 BUILD AND STRENGTHEN THE COLUMBUS JEWISH COMMUNITY; MANDELKORN AWARD; LEVY FAMILY FUND; JEWISH OVERNIGHT CAMPS-CAMPER SCHOLARSHIPS; HOLOCAUST EDUCATION CORNUCOPIA; RENOVATION; KESHER SUNDAYS - TEEN PROGRAM FOR KESHER PARTICIPANTS; JEWISH POPULATION STUDY OF GREATER COLUMBUS; CLASSROOM MATERIALS; CONVERSATIONAL HEBREW CLASSES; BIRTHRIGHT ISRAEL JEWISH FEDERATION OF METROPOLITAN CHICAGO 30 SOUTH WELLS STREET 4049 CHICAGO IL 60606 362167761 501(C)(3) 6000 BUILD AND STRENGTHEN THE CHICAGO JEWISH COMMUNITY JEWISH FEDERATION OF 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) 66663 BUILDING FUND, DEFINING MOMENTS SOCIETY JEWISH THEOLOGICAL SEMINARY 3080 BROADWAY 606 BOX 30 NEW YORK NY 100279985 130887640 501(C)(3) 6298 JEWISH INSTRUCTION AND EDUCATION KIDSOHIOORG 22 EAST GAY STREET 600 COLUMBUS OH 43215 020575227 501(C)(3) 7500 IMPROVEMENT OF EDUCATION OF OHIO'S CHILDREN LORI SCHOTTENSTEIN CHABAD CENTER PO BOX 80 NEW ALBANY OH 43054 311427001 501(C)(3) 41039 EDUCATIONAL AND RELIGIOUS PROGRAMS; FRIENDSHIP CIRCLE; SENIORS IN MOTION; NEW TORAH; LIFETOWN; CAPITAL CAMPAIGN; CAMP GAN ISRAEL MARBURN ACADEMY 1860 WALDEN DR COLUMBUS OH 43229 311011901 501(C)(3) 7000 SCHOLARS FUND, CAPITAL CAMPAIGN MASORTI FOUNDATION 475 RIVERSIDE DRIVE 832 NEW YORK NY 101150122 133137586 501(C)(3) 60250 RELIGION AND SPIRITUAL DEVELOPMENT, CAMP NETAIM-BAR/BAT MITZVAH PROGRAM MASSACHUSETTS GENERAL HOSPITAL 165 CAMBRIDGE STR 600 BOSTON MA 02114 041564655 501(C)(3) 25000 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 RESEARCH MIAMI UNIVERSITY 725 EAST CHESTNUT OXFORD OH 45056 316402089 501(C)(3) 15200 MIAMI FUND NATIONWIDE CHILDREN'S HOSPITAL FOUNDATION 700 CHILDRENS DRIVE COLUMBUS OH 43205 311036370 501(C)(3) 29935 TWIG 3 PROGRAM; ASTHMA DEPARTMENT; SUPPORT FOR NATIONWIDE CHILDREN'S HOSPITAL NEW ALBANY COMMUNITY FOUNDATION 220 MARKET STREET 205 NEW ALBANY OH 43054 311409264 501(C)(3) 9160 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) 5100 SERVICES FOR FAMILIES AND THEIR CHILDREN WITH AUTISM-RELATED DISORDERS OHIO HEALTH FOUNDATION KOBACKER HOUSE 800 MCCONNELL DRIVE COLUMBUS OH 43214 311372702 501(C)(3) 75000 STAFF EDUCATION EXPERIENCES & GRIEF SUPPORT OHIO JEWISH COMMUNITIES 50 WEST BROAD STREET 1815 COLUMBUS OH 43215 311042915 501(C)(4) 6000 EDUCATIONAL OHIO WILDLIFE CENTER 6131 COOK ROAD POWELL OH 43065 311182372 501(C)(3) 69000 OUTDOOR/INDOOR CLASSROOM AND SCRAM STAFFING OHIOHEALTH FOUNDATION 180 EAST BROAD STREET 31ST FLOOR COLUMBUS OH 43215 237446919 501(C)(3) 73500 NURSE SCHOLARSHIP OSU CHABAD HOUSE INC 207 EAST 15TH AVENUE COLUMBUS OH 43201 311427001 501(C)(3) 12000 EDUCATIONAL AND RELIGIOUS PROGRAMS OSU FOUNDATION 1480 WEST LANE AVENUE COLUMBUS OH 43221 311145986 501(C)(3) 213032 MIRANDA GRANCHE AWARD; NATIONAL DOCTORS DAY; EDUCATION; FISHER SCHOOL OF BUSINESS; ISLET CELL RESEARCH FUND; JAMES EXPANSION FUND; MATERIALS SCIENCE AND ENGINEERING; EYE RESEARCH FUND; J & N WASSERSTROM FAMILY ATHLETIC SCHOLARSHIP FUND; WOSU PUBLIC MEDIA; WORLY LUNG CANCER RESEARCH AND WORLY BREAST CANCER RESEARCH; SCHOTTENSTEIN BASKETBALL IMPROVEMENTS FUND; PHYLLIS KALDOR "HOPE AND INSPIRATION TRIBUTE" FUND; FRIENDS OF THE MELTON CENTER AND JAMES PROSTATE CANCER PREVENTION; STAR PROGRAM-FACES OF RESILIENCE; KATHY & JAY WORLY LUNG CANCER EARLY DETECTION FUND; OHIO SCHOLARSHIP CHALLENGE OSU HILLEL 46 EAST 16TH AVENUE COLUMBUS OH 432011661 311048567 501(C)(3) 193096 BUILDING REPAIR AND MAINTENANCE; ORLOV SCHOLARS WORK STUDY FUND; JEWISH LEARNING CENTER; 20TH ANNIVERSARY CAMPAIGN; INTERN SUPPORT; VISITING ARTIST PROGRAM; SPONSOR A STUDENT; REPLACE 7 HVAC ROOFTOP UNITS; EDUCATIONAL FUND; PARDES PACE UNIVERSITY OFFICE OF PHILANTHROPY ONE PACE PLAZA NEW YORK NY 100381598 135562314 501(C)(3) 5000 HIGHER EDUCATION PARDES INSTITUTE OF JEWISH STUDIES NORTH AMERICA INC 5 WEST 37TH STREET 802 NEW YORK NY 10018 222594099 501(C)(3) 10125 JEWISH EDUCATION AND OUTREACH PILOT DOGS 625 WEST TOWN STREET COLUMBUS OH 43215 314393243 501(C)(3) 50200 TRAIN DOGS FOR THE BLIND 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) 12350 KOACH FUND - GENERAL SUPPORT FOR JEWISH ACTIVITIES; WELLNESS PROGRAM; SHABBAT PROGRAM - MATERIALS FOR SHABBAT CELEBRATIONS SMITHSONIAN INSTITUTION PO BOX 37012 WASHINGTON DC 20013 530206027 501(C)(3) 10000 SCIENTIFIC RESEARCH AND SCHOLARSHIP IN THE ARTS, HISTORY, AND CULTURE. ST VINCENT FAMILY CENTERS 1490 EAST MAIN STREET COLUMBUS OH 43205 314379572 501(C)(3) 10550 PROVIDE CARE FOR CHILDREN THAT ARE SEVERELY EMOTIONALLY DISTURBED OR HAVE OTHER BEHAVIORAL PROBLEMS; CAPITAL CAMPAIGN STEPHEN GAYNOR SCHOOL 148 WEST 90TH NEW YORK NY 10024 131969570 501(C)(3) 12660 SPECIALIZED EDUCATION FOR LEARNING DISABLED STUDENTS, SCIENCE CENTER TEMPLE BETH SHALOM 5089 JOHNSTOWN ROAD NEW ALBANY OH 43054 310926157 501(C)(3) 64880 WORSHIP AND EDUCATION; RABBI BAR-LEV DISCRETIONARY FUND; BUILDING FUND TEMPLE ISRAEL 5419 EAST BROAD STREET COLUMBUS OH 432131499 314384145 501(C)(3) 38267 NER TAMID CAMPAIGN; WORSHIP AND EDUCATION; RABBI'S DISCRETIONARY FUND; ONEG SHABBAT; PROFESSIONAL STAFF UPGRADE; FUND NEW & EXPANDED ENGAGEMENT ACTIVITIES, KESHET ISRAEL NEW MEMBERS SHABBAT; BRIDGE THE GAP; YOUTH SCHOLARSHIPS FOR NFTY CONVENTION TRAVEL; RELIGIOUS SCHOOL SCHOLARSHIP 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 AVE 2ND FLOOR COLUMBUS OH 43210 316025986 501(C)(3) 45088 COLLEGE OF MEDICINE & PUBLIC HEALTH; JAFFEE DENTAL SCHOLARSHIPS; WEXNER CENTER FOR ARTS TUFTS-NEW ENGLAND MEDICAL CENTER 800 WASHINGTON STREET 231 BOSTON MA 02111 043400617 501(C)(3) 26000 IBD RESEARCH FUND; LEVINE FOUNDATION US HOLOCAUST MEMORIAL MUSEUM 7022 ALBERT LEA PO BOX 7022 ALBERT LEA MN 56007 521309391 501(C)(3) 7118 DOCUMENTATION, STUDY, AND INTERPRETATION OF HOLOCAUST HISTORY; NICHOLAS RAIKEN CHAIN OF MEMORY BAR MITZVAH PROGRAM UNITED WAY-CENTRAL OHIO PO BOX 951571 CLEVELAND OH 44193 314393712 501(C)(3) 116450 COMMUNITY IMPACT & ANNUAL WOMEN'S LEADERSHIP COUNCIL; OSU SCHOTTENSTEIN CHABAD HOUSE/OHIOHEALTH CAMPAIGN; CHAMPION OF CHILDREN; PHILANTHROPY AND GRANTMAKING VAAD HO-IR OF COLUMBUS OHIO INC PO BOX 9857 COLUMBUS OH 43209 311430767 501(C)(3) 10400 ADMINISTRATOR SALARY & PAYROLL; CONTRACTOR COMPENSATION WEXNER HERITAGE VILLAGE 1151 COLLEGE AVENUE COLUMBUS OH 43209 314417962 501(C)(3) 68669 LONG-TERM HEALTHCARE FOR DISABLED ELDERLY INDIVIDUALS; CAMPAIGN TO REVOLUTIONIZE CARE; ZUSMAN LOVE AND HUGS BEAR PROGRAM; ZUSMAN HOSPICE; CAPITAL CAMPAIGN; PURCHASE OF A NEW LARGE VAN; R & R FUND; ASSOCIATE FUND WILLIAMS COLLEGE ALUMNI FUND 75 PARK STREET WILLIAMSTOWN MA 012672141 042104847 501(C)(3) 20000 HIGHER EDUCATION WINSTON PREPARATORY SCHOOL 126 WEST 17TH STREET NEW YORK NY 100115402 133085860 501(C)(3) 10000 WINSTON FUND YOUNG LIFE METRO COLUMBUS 3857 NORTH HIGH STREET COLUMBUS OH 432143752 840385934 501(C)(3) 10000 YOUTH DEVELOPMENT YWCA OF COLUMBUS 65 SOUTH FOURTH STREET COLUMBUS OH 43215 314379597 501(C)(3) 5950 WOMEN'S HUMAN SERVICES 105 1 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 EXECUTIVE DIRECTOR 170335 0 0 0 1584 0 38911 0 16566 0 227396 0 0 0 TAMRA FITZPATRICK CFO 138843 0 0 0 552 0 4165 0 16473 0 160033 0 0 0 X 81 4911476 MARKET VALUE X 2 588252 IND. CERT. APPRAISAL 0 1 0 FORM 990, PART VI, SECTION A, LINE 2 HERBERT AND DENISE GLIMCHER HAVE A FAMILY RELATIONSHIP. FORM 990, PART VI, SECTION A, LINE 4 THE ORGANIZATION REMOVED THE COLUMBUS JEWISH FEDERATION'S APPROVAL OF BOARD MEMBERS. FORM 990, PART VI, SECTION B, LINE 11 THE CHIEF FINANCIAL OFFICER AND THE EXECUTIVE DIRECTOR 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 AUDIT 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. FORM 990, PART XI, LINE 9: CSV CHANGE OF LIFE INSURANCE 344,061. FORM 990, PART XI, LINE 2C: THE PROCESS FOR AUDITOR SELECTION AND AUDIT OVERSIGHT HAS NOT CHANGED. 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