2014-11-12T13:46:14-06:00 2014-06-30 314419361 JOHN GERLACH & COMPANY 37 WEST BROAD STREET COLUMBUS OH 43215 990 2013-07-01 311409264 NEW ALBANY COMMUNITY FOUNDATION NEWA 6149398150 220 MARKET STREET NO 205 NEW ALBANY OH 43054 J CRAIG MOHRE PRESIDENT 6149398150 2014-11-12 TJ CONGER CPA P00068140 6142242164 2014-11-12 2013 2015-11-30 17:44:51Z J CRAIG MOHRE 220 MARKET STREET NO 205 NEW ALBANY OH 43054 3865927 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 3022775 3804100 70800 61800 40 27 0 0 3093615 3865927 1232440 1998451 0 0 177640 219091 0 0 240467 639943 871148 2050023 3088690 1043592 777237 10677162 12677154 260052 250160 10417110 12426994 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 1633862 1529643 EDUCATION 451719 422905 ARTS AND HUMANITIES 665186 61800 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. 15383 14400 ENVIRONMENT 15467 14480 GENERAL 18183 17023 HEALTH 49033 45903 2799800 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 11 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 MICHAEL DEASCENTIS JR CHAIR 2.00 X X 0 0 0 DENNIS WELCH VICE CHAIR 2.00 X X 0 0 0 KIRT WALKER 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 SCOTT BRACALE TRUSTEE 1.00 X 0 0 0 RICHARD LAVIN TRUSTEE 1.00 X 0 0 0 STUART BURGDOERFER 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 CINDY HILSHEIMER TRUSTEE 1.00 X 0 0 0 MICHAEL MARX TRUSTEE 1.00 X 0 0 0 SANJAY SINGH TRUSTEE 1.00 X 0 0 0 J CRAIG MOHRE PRESIDENT 50.00 X 155528 0 4464 155528 0 4464 1 0 1 0 0 3804100 3804100 REMARKABLE EVENING PRO 900099 61800 61800 61800 27 27 3865927 61800 0 27 1998451 1998451 170956 59835 17095 94026 31169 10909 3117 17143 1147 401 115 631 15819 5537 1582 8700 31000 10850 3100 17050 7025 2459 702 3864 78514 27480 7851 43183 15709 5498 1571 8640 26453 9259 2645 14549 4428 1550 443 2435 3214 3214 4742 1660 474 2608 SPECIAL PROGRAM EVENTS 665186 665186 OTHER 26499 26499 BANK CHARGES 5340 5340 MISCELLANEOUS 3038 725 1174 1139 3088690 2799800 48423 240467 84658 35254 822659 435676 4512 138906 37969 22205 18978 15764 9746355 12051554 10677162 12677154 64917 4575 195135 245585 260052 250160 X 9394451 11781318 1022659 645676 10417110 12426994 10677162 12677154 X 777237 1232647 X X 0 1 X 1 0 X 578479 2945457 1304205 3022775 3804100 11655016 578479 2945457 1304205 3022775 3804100 11655016 2115660 9539356 9276 215 173 4449 27 14140 11669156 261600 0.81750 0.89790 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 9707 8929 778 28262 13276 14986 15764 BENFICIAL INTEREST IN ASSETS HELD BY OTHERS 12051554 12051554 ORGANIZATION ENDOWMENT FUNDS HELD FOR OTHERS 245585 245585 X 5098574 1232647 1232647 3865927 0 3865927 3088690 0 3088690 0 3088690 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 2010. PART XI, LINE 2D - OTHER ADJUSTMENTS: INCREASE (DECREASE) IN BENEFICIAL INTEREST IN ASSETS HELD BY OTHERS 1,232,647. 1 CITY OF NEW ALBANY 99 W MAIN STREET NEW ALBANY OH 43054 310649470 501C3 5765 HEALTH COLUMBUS METROPOLITAN LIBRARY 96 SOUTH GRANT AVENUE COLUMBUS OH 43215 316401170 501C3 5000 EDUCATION JEANNE B MCCOY COMMUNITY CENTER FOR THE ARTS CORPORATION PO BOX 508 NEW ALBANY OH 43054 260388623 501C3 5000 ARTS JEANNE B MCCOY COMMUNITY CENTER FOR THE ARTS CORPORATION PO BOX 508 NEW ALBANY OH 43054 260388623 501C3 75000 ARTS JEANNE B MCCOY COMMUNITY CENTER FOR THE ARTS CORPORATION PO BOX 508 NEW ALBANY OH 43054 260388623 501C3 40000 ARTS JEANNE B MCCOY COMMUNITY CENTER FOR THE ARTS CORPORATION PO BOX 508 NEW ALBANY OH 43054 260388623 501C3 40000 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 MIAMI UNIVERSITY 501 EAST HIGH STREET OXFORD OH 43056 316402089 501C3 1000 EDUCATION NEW ALBANY ARTS COUNCIL PO BOX 151 NEW ALBANY OH 43054 311406682 501C3 8200 ARTS NEW ALBANY HIGH SCHOOL ATHLETIC BOOSTERS 7600 DODOR ROAD NEW ALBANY OH 43054 311128462 501C3 10008 HEALTH NEW ALBANY SPECIAL OLYMPICS 4998 CADOGEN PLACE NEW ALBANY OH 43054 320335942 501C3 1000 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 4705 ARTS NEW ALBANY-PLAIN LOCAL SCHOOL DISTRICT 55 NORTH HIGH STREET NEW ALBANY OH 43054 316400868 501C3 21643 EDUCATION NEW ALBANY-PLAIN LOCAL SCHOOL DISTRICT 55 NORTH HIGH STREET NEW ALBANY OH 43054 316400868 501C3 1500000 EDUCATION NEW ALBANY-PLAIN LOCAL SCHOOL DISTRICT 55 NORTH HIGH STREET NEW ALBANY OH 43054 316400868 501C3 13000 ENVIRONMENT NEW ALBANY-PLAIN LOCAL SCHOOL DISTRICT 55 NORTH HIGH STREET NEW ALBANY OH 43054 316400868 501C3 1150 ENVIRONMENT NEW ALBANY-PLAIN LOCAL SCHOOL DISTRICT 55 NORTH HIGH STREET NEW ALBANY OH 43054 316400868 501C3 250 ENVIRONMENT NEW ALBANY-PLAIN LOCAL SCHOOL DISTRICT 55 NORTH HIGH STREET NEW ALBANY OH 43054 316400868 501C3 250 HEALTH THE CENTER FOR CHILD & FAMILY ADVOCACY 655 EAST LIVINGSTON AVENUE COLUMBUS OH 43205 020627166 501C3 14480 GENERAL UNIVERSITY OF CINCINNATI PO BOX 210140 CINCINNATI OH 45221 316000989 501C3 1000 EDUCATION UNIVERSITY OF COLORADO SCHOLARSHIP SERVICES BOULDER CO 80309 846000555 501C3 1000 EDUCATION 12 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 125528 0 30000 0 0 0 4464 0 0 0 159992 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 1,232,647. FORM 990, SECTION XII, LINE 2C, PROCESS FOR OVERSEEING AUDIT: 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.