2013-11-15T15:38:57-06:00 2013-06-30 314419361 JOHN GERLACH & COMPANY 37 WEST BROAD STREET COLUMBUS OH 43215 990 2012-07-01 311409264 NEW ALBANY COMMUNITY FOUNDATION NEWA 6149398150 220 MARKET STREET NO 205 NEW ALBANY OH 43054 J CRAIG MOHRE 6149398150 2013-11-15 TJ CONGER CPA P00068140 6142242164 2013-11-15 2012 2016-02-25 16:41:14Z J CRAIG MOHRE 220 MARKET STREET NO 205 NEW ALBANY OH 43054 3244767 0 X NEWALBANYFOUNDATION.ORG X 1994 OH THE FOUNDATION'S MISSION IS TO IMPROVE NEW ALBANY FOR THE BENEFIT OF ALL ITS CITIZENS 14 14 2 15 0 0 1283869 3022775 47000 70800 32 40 0 0 1330901 3093615 352299 1232440 0 0 172506 177640 0 0 185907 493979 639943 1018784 2050023 312117 1043592 9079301 10677162 216322 260052 8862979 10417110 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 665576 607281 HEALTH 468887 427819 ART 455924 70800 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. 84227 76850 ENVIRONMENT 23016 21000 GENERAL 109040 99490 EDUCATION 216283 197340 1806670 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 1 0 0 0 0 0 0 0 0 1 12 0 1 2 1 0 0 0 0 0 1 1 0 0 0 0 X 14 14 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 KEITH BEREND 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 RICHARD LAVIN 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 MICHAEL MARX 1.00 X 0 0 0 J CRAIG MOHRE 50.00 X 132310 0 5232 132310 0 5232 1 0 0 0 0 3022775 151152 3022775 REMARKABLE EVENING PRO 900099 70800 70800 70800 4449 4449 146743 151152 -4409 -4409 -4409 3093615 70800 0 40 1232440 1232440 137233 48031 13724 75478 29837 10443 2984 16410 1193 418 119 656 9377 3282 938 5157 11000 3850 1100 6050 8821 3087 882 4852 77957 27285 7796 42876 18234 6381 1825 10028 26465 9263 2646 14556 6240 2184 624 3432 3214 3214 4762 1667 476 2619 SPECIAL PROGRAM EVENTS 455924 455924 PLEDGE WRITE-OFF 12500 12500 MISCELLANEOUS 10029 2415 3821 3793 BANK CHARGES 4797 4797 2050023 1806670 57446 185907 117558 84658 694031 822659 110225 4512 37969 18991 22192 18978 8135295 9746355 9079301 10677162 38924 64917 177398 195135 216322 260052 X 7988578 9394451 874401 1022659 8862979 10417110 9079301 10677162 X 1043592 510539 X X 0 1 X 1 0 X 759080 578479 2945457 1304205 3022775 8609996 759080 578479 2945457 1304205 3022775 8609996 866008 7743988 575 9276 215 173 4449 14688 8624684 234800 0.89790 0.82800 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 9707 8540 1167 28262 10451 17811 18978 BENFICIAL INTEREST IN ASSETS HELD BY OTHERS 9746355 9746355 ORGANIZATION ENDOWMENT FUNDS HELD FOR OTHERS 195135 195135 X 3617749 13595 510539 524134 3093615 0 3093615 2063618 13595 13595 2050023 0 2050023 DESCRIPTION OF UNCERTAIN TAX POSITIONS UNDER FIN 48: PART X, LINE 2: 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. 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 2009. PART XI, LINE 2D - OTHER ADJUSTMENTS: INCREASE (DECREASE) IN BENEFICIAL INTEREST IN ASSETS HELD BY OTHERS 510,539. 1 CITY OF NEW ALBANY 99 W MAIN ST NEW ALBANY OH 43054 310649470 501C3 1281 HEALTH CITY OF NEW ALBANY 99 W MAIN ST NEW ALBANY OH 43054 310649470 501C3 2000 HEALTH COLUMBUS FOUNDATION INC 1234 E BROAD STREET COLUMBUS OH 43205 316044264 501C3 21000 GENERAL COLUMBUS METROPOLITAN LIBRARY 96 SOUTH GRANT AVENUE COLUMBUS OH 43215 316401170 501C3 5000 EDUCATION DENISON UNIVERSITY PO BOX B GRANVILLE OH 43023 314379459 501C3 2000 EDUCATION JEANNE B MCCOY COMMUNITY CENTER FOR THE ARTS CORPORATION PO BOX 508 NEW ALBANY OH 43054 260388623 501C3 50000 ARTS JEANNE B MCCOY COMMUNITY CENTER FOR THE ARTS CORPORATION PO BOX 508 NEW ALBANY OH 43054 260388623 501C3 50000 ARTS JEANNE B MCCOY COMMUNITY CENTER FOR THE ARTS CORPORATION PO BOX 508 NEW ALBANY OH 43054 260388623 501C3 100000 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 78480 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 5439 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 2500 ARTS NEW ALBANY ARTS COUNCIL PO BOX 151 NEW ALBANY OH 43054 311406682 501C3 7200 ARTS NEW ALBANY ARTS COUNCIL PO BOX 151 NEW ALBANY OH 43054 311406682 501C3 3600 ARTS NEW ALBANY CHILDREN'S THEATER 5051 FOREST DR NEW ALBANY OH 43054 571162982 501C3 600 ARTS NEW ALBANY HIGH SCHOOL ATHLETIC BOOSTERS 7600 FODOR ROAD NEW ALBANY OH 43054 311128462 501C3 180000 HEALTH NEW ALBANY HIGH SCHOOL ATHLETIC BOOSTERS 7600 FODOR ROAD NEW ALBANY OH 43054 311128462 501C3 150000 HEALTH NEW ALBANY HIGH SCHOOL ATHLETIC BOOSTERS 7600 FODOR ROAD NEW ALBANY OH 43054 311128462 501C3 150000 HEALTH NEW ALBANY HIGH SCHOOL ATHLETIC BOOSTERS 7600 FODOR ROAD NEW ALBANY OH 43054 311128462 501C3 120000 HEALTH NEW ALBANY HIGH SCHOOL ATHLETIC BOOSTERS 7600 FODOR ROAD NEW ALBANY OH 43054 311128462 501C3 850 HEALTH NEW ALBANY SPECIAL OLYMPICS 4998 CADOGEN PL 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-PLAIN LOCAL SCHOOL DISTRICT 55 NORTH HIGH STREET NEW ALBANY OH 43054 316400868 501C3 24990 EDUCATION NEW ALBANY-PLAIN LOCAL SCHOOL DISTRICT 55 NORTH HIGH STREET NEW ALBANY OH 43054 316400868 501C3 25000 ENVIRONMENT 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 1000 ENVIRONMENT NEW ALBANY-PLAIN LOCAL SCHOOL DISTRICT 55 NORTH HIGH STREET NEW ALBANY OH 43054 316400868 501C3 2000 EDUCATION NEW ALBANY-PLAIN LOCAL SCHOOL DISTRICT 55 NORTH HIGH STREET NEW ALBANY OH 43054 316400868 501C3 23850 ENVIRONMENT 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 12500 EDUCATION NEW ALBANY-PLAIN LOCAL SCHOOL DISTRICT 55 NORTH HIGH STREET NEW ALBANY OH 43054 316400868 501C3 17000 ENVIRONMENT NEW ALBANY-PLAIN LOCAL SCHOOL DISTRICT 55 NORTH HIGH STREET NEW ALBANY OH 43054 316400868 501C3 10000 ENVIRONMENT OHIO UNIVERSITY 010 CHUBB HALL ATHENS OH 45701 316402113 501C3 1000 EDUCATION OPERATION BLESSING INTERNATIONAL RELIEF & DEVELOPMENT CORP PO BOX 2636 VIRGINIA BEACH VA 23450 541382657 501C3 25000 EDUCATION PLAIN TOWNSHIP (FIRE DEPARTMENT) 9500 JOHNSTOWN RD NEW ALBANY OH 43054 316400867 501C3 2150 HEALTH UNIVERSITY OF COLORADO SCHOLARSHIP SVCS BOULDER CO 80309 846000555 501C3 2000 EDUCATION 15 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. X 5 151152 FAIR MARKET VALUE 0 0 0 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 9: INCREASE (DECREASE) IN BENEFICIAL INTEREST HELD BY OTHERS 510,539. 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.