2013-01-10T14:11:14-06:00 2012-06-30 314419361 JOHN GERLACH & COMPANY 37 WEST BROAD STREET COLUMBUS OH 43215 990 2011-07-01 311409264 NEW ALBANY COMMUNITY FOUNDATION NEWA 6149398150 220 MARKET STREET NO 205 NEW ALBANY OH 43054 J CRAIG MOHRE 6149398150 2013-01-10 TJ CONGER CPA P00068140 6142242164 2012-12-21 2011 2016-03-07 17:11:31Z J CRAIG MOHRE 220 MARKET STREET NO 205 NEW ALBANY OH 43054 1340756 0 X NEWALBANYFOUNDATION.ORG X 1994 OH THE FOUNDATION'S MISSION IS TO IMPROVE NEW ALBANY FOR THE BENEFIT OF ALL OF ITS CITIZENS 13 13 2 60 0 0 2945457 1283869 46000 47000 110 32 0 0 2991567 1330901 294251 352299 0 0 153012 172506 0 0 176530 236824 493979 684087 1018784 2307480 312117 9000045 9079301 216134 216322 8783911 8862979 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 201126 152499 EDUCATION 263508 199800 ARTS AND HUMANITIES 291938 0 47000 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 470 GUESTS ATTENDED THIS EVENT. 756572 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 0 0 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 1 1 1 1 1 0 1 0 0 OH X X THE COLUMBUS FOUNDATION 6142514000 1234 EAST BROAD STREET COLUMBUS OH 43205 CINDY HILSHEIMER 3.00 X X 0 0 0 MICHAEL DEASCENTIS JR 2.00 X X 0 0 0 IRA SHARFIN 2.00 X X 0 0 0 PATTI STEINOUR 2.00 X X 0 0 0 WILLIAM G EBBING 2.00 X 0 0 0 RICH RAMSEY 2.00 X 0 0 0 SCOTT BRACALE 1.00 X 0 0 0 YAROMIR STEINER 1.00 X 0 0 0 MERVIN DUNN 1.00 X 0 0 0 JONATHAN RAMSDEN 1.00 X 0 0 0 KIRT WALKER 1.00 X 0 0 0 PHIL HEIT PHD 2.00 X 0 0 0 DENNIS WELCH 1.00 X 0 0 0 J CRAIG MOHRE 50.00 X 116347 0 5653 116347 0 5653 1 0 0 0 0 1283869 9855 1283869 REMARKABLE EVENING PRO 900099 47000 47000 47000 173 173 9714 9855 -141 -141 -141 1330901 47000 0 32 352299 352299 133962 46887 13396 73679 25347 8871 2535 13941 1014 355 101 558 12183 4264 1219 6700 13451 4708 1345 7398 1885 660 188 1037 82760 28966 8276 45518 16334 5231 2881 8222 24989 8746 2498 13745 5702 1996 570 3136 2304 2304 4678 1637 468 2573 SPECIAL PROGRAM EVENTS 291938 291938 PLEDGE WRITE-OFF 43750 43750 MISCELLANEOUS 6188 14 6151 23 1018784 756572 85682 176530 114106 117558 961562 694031 44469 110225 37969 15777 13452 22192 7866456 8135295 9000045 9079301 13415 38924 202719 177398 216134 216322 X 7638959 7988578 1144952 874401 8783911 8862979 9000045 9079301 X 312117 -233049 X X 0 1 1 X 0 X 1367953 759080 578479 2945457 1304205 6955174 1367953 759080 578479 2945457 1304205 6955174 1171069 5784105 20603 575 9276 215 173 30842 6986016 164000 0.82800 0.65310 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 9707 8152 1555 28262 7625 20637 22192 BENFICIAL INTEREST IN ASSETS HELD BY OTHERS 8135295 8135295 ORGANIZATION ENDOWMENT FUNDS HELD FOR OTHERS 177398 177398 1330901 1018784 312117 -233049 -233049 79068 1110817 12965 -233049 -220084 1330901 0 1330901 1031749 12965 12965 1018784 0 1018784 DESCRIPTION OF UNCERTAIN TAX POSITIONS UNDER FIN 48: PART X: THE FOUNDATION IS FREE 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. THE FOUNDATION IS NO LONGER SUBJECT TO INCOME TAX EXAMINATIONS BY THE U.S. FEDERAL, STATE AND LOCAL TAX AUTHORITIES FOR YEARS BEFORE 2008. PART XI, LINE 8 - OTHER ADJUSTMENTS: INCREASE (DECREASE) IN BENEFICIAL INTEREST HELD BY OTHERS -235,049. GRANT REFUND 2,000. TOTAL TO SCHEDULE D, PART XI, LINE 8: -233,049. PART XII, LINE 2D - OTHER ADJUSTMENTS: INCREASE (DECREASE) IN BENEFICIAL INTEREST IN ASSETS HELD BY OTHERS -235,049. GRANT REFUND 2,000. 1 COLUMBUS AND CENTRAL OHIO CHILDREN'S CHORUS FOUNDATION 760 EAST BROAD STREET COLUMBUS OH 43205 311455959 501C3 800 ARTS AND HUMANITIES COLUMBUS METROPOLITAN LIBRARY 96 SOUTH GRANT AVENUE COLUMBUS OH 43215 316401170 501C3 5000 ARTS AND HUMANITIES HEALTHY NEW ALBANY 4000 BAUGHMAN GRANT NEW ALBANY OH 43054 203840246 501C3 1500 ARTS AND HUMANITIES JEANNE B MCCOY COMMUNITY CENTER FOR THE ARTS CORP PO BOX 508 NEW ALBANY OH 43054 260388623 501C3 50000 ARTS AND HUMANITIES JEANNE B MCCOY COMMUNITY CENTER FOR THE ARTS CORP PO BOX 508 NEW ALBANY OH 43054 260388623 501C3 50000 ARTS AND HUMANITIES JEANNE B MCCOY COMMUNITY CENTER FOR THE ARTS CORP PO BOX 508 NEW ALBANY OH 43054 260388623 501C3 50000 ARTS AND HUMANITIES JEANNE B MCCOY COMMUNITY CENTER FOR THE ARTS CORP PO BOX 508 NEW ALBANY OH 43054 260388623 501C3 2500 ARTS AND HUMANITIES JUNIOR ACHIEVEMENT OF CENTRAL OHIO 68 E 2ND AVENUE COLUMBUS OH 43201 841267604 501C3 15000 ARTS AND HUMANITIES MIAMI UNIVERSITY 301 S CAMPUS AVENUE OXFORD OH 45056 316402089 501C3 1000 EDUCATION MUSKINGUM UNIVERSITY 163 STORMONT STREET NEW CONCORD OH 43762 314379515 501C3 1000 EDUCATION NEW ALBANY ARTS COUNCIL PO BOX 151 NEW ALBANY OH 43054 311406682 501C3 10000 ARTS AND HUMANITIES NEW ALBANY CHILDREN'S BALLET THEATRE 5051 FOREST DRIVE NEW ALBANY OH 43054 571162982 501C3 5000 ARTS AND HUMANITIES NEW ALBANY SYMPHONY ORCHESTRA PO BOX 332 NEW ALBANY OH 43054 510657626 501C3 10000 ARTS AND HUMANITIES NEW ALBANY-PLAIN LOCAL SCHOOL DISTRICT 55 NORTH HIGH STREET NEW ALBANY OH 43054 316400868 501C3 10000 EDUCATION NEW ALBANY-PLAIN LOCAL SCHOOL DISTRICT 55 NORTH HIGH STREET NEW ALBANY OH 43054 316400868 501C3 20000 EDUCATION NEW ALBANY-PLAIN LOCAL SCHOOL DISTRICT 55 NORTH HIGH STREET NEW ALBANY OH 43054 316400868 501C3 50000 EDUCATION NEW ALBANY-PLAIN LOCAL SCHOOL DISTRICT 55 NORTH HIGH STREET NEW ALBANY OH 43054 316400868 501C3 7000 EDUCATION NEW ALBANY-PLAIN LOCAL SCHOOL DISTRICT 55 NORTH HIGH STREET NEW ALBANY OH 43054 316400868 501C3 7500 EDUCATION NEW ALBANY-PLAIN LOCAL SCHOOL DISTRICT 55 NORTH HIGH STREET NEW ALBANY OH 43054 316400868 501C3 15000 EDUCATION NEW ALBANY-PLAIN LOCAL SCHOOL DISTRICT 55 NORTH HIGH STREET NEW ALBANY OH 43054 316400868 501C3 7034 EDUCATION NEW ALBANY-PLAIN LOCAL SCHOOL DISTRICT 55 NORTH HIGH STREET NEW ALBANY OH 43054 316400868 501C3 7500 EDUCATION NEW ALBANY-PLAIN LOCAL SCHOOL DISTRICT 55 NORTH HIGH STREET NEW ALBANY OH 43054 316400868 501C3 7500 EDUCATION NEW ALBANY-PLAIN LOCAL SCHOOL DISTRICT 55 NORTH HIGH STREET NEW ALBANY OH 43054 316400868 501C3 4000 EDUCATION NEW ALBANY-PLAIN LOCAL SCHOOL DISTRICT 55 NORTH HIGH STREET NEW ALBANY OH 43054 316400868 501C3 3965 EDUCATION NEW ALBANY-PLAIN LOCAL SCHOOL DISTRICT 55 NORTH HIGH STREET NEW ALBANY OH 43054 316400868 501C3 500 EDUCATION NORTH CAROLINA STATE UNIVERSITY 203 PEELE HALL RALEIGH NC 27695 566000756 501C3 2000 EDUCATION SMITH COLLEGE 33 ELM STREET NORTHAMPTON MA 01063 041843040 501C3 2000 EDUCATION THE OHIO STATE UNIVERSITY 154 W 2ND COLUMBUS OH 43210 311145986 501C3 2000 EDUCATION THE OHIO STATE UNIVERSITY 154 W 2ND COLUMBUS OH 43210 311145986 501C3 2000 EDUCATION UNIVERSITY OF PENNSYLVANIA STUDENT FINANCIAL SERVICES 3451 WALNUT STREET PHILADELPHIA PA 19104 231352685 501C3 2000 EDUCATION VILLAGE OF NEW ALBANY PO BOX 188 NEW ALBANY OH 43054 310649470 501C3 500 EDUCATION 16 0 PROCEDURE FOR MONITORING GRANTS IN THE U.S.: PART I, LINE 2: SCHEDULE I, 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. FORM 990, PART VI, SECTION B, LINE 11 THIS 990 WAS REVIEWED BY THE BOARD BY CONFERENCE CALL PRIOR TO 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. CHANGES IN NET ASSETS OR FUND BALANCES: FORM 990, PART XI, LINE 5: INCREASE (DECREASE) IN BENEFICIAL INTEREST HELD BY OTHERS -235,049. GRANT REFUND 2,000. TOTAL TO FORM 990, PART XI, LINE 5: -233,049. PROCESS FOR OVERSEEING AUDIT 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.