2012-03-13T13:11:30-05:00 2011-06-30 CLARK SCHAEFER HACKETT & CO 150 E CAMPUS VIEW BLVD SUITE 100 COLUMBUS OH 43235 990 2010-07-01 237150505 COLUMBUS BAR FOUNDATION COLU 6142214112 175 S THIRD ST 11TH FLOOR No 1100 COLUMBUS OH 43215 HEATHER G SOWALD 6142214112 2012-03-01 Jane E Pfeifer 6148852208 2012-03-01 2010 2016-02-24 21:20:13Z FRANK DUFFY 175 S THIRD ST 11TH FLOOR No 1100 COLUMBUS OH 43215 869568 0 X WWW.COLUMBUSBARFOUNDATION.ORG X 1950 OH TO PROMOTE JUSTICE TO ALL CITIZENS & PROVIDE EDUCATION ABOUT THE LAW & THE JUDICIAL SYSTEM. 19 19 0 25 0 0 400086 273566 33250 20536 -34536 133916 23291 -17226 422091 410792 240090 87816 0 0 0 0 0 0 0 272559 140992 512649 228808 -90558 181984 2643994 2825978 0 0 2643994 2825978 X THE COLUMBUS BAR FOUNDATION IS A 501(c)(3) ORGANIZATION AND IS CLASSIFIED AS A 509(a)(1) AND 170(b)(1)(A)(vi) PUBLIC CHARITY THAT, IN PARTNERSHIP WITH THE COLUMBUS BAR ASSOCIATION, IS COMMITTED TO PROMOTING: ACCESS TO JUSTICE BY ALL CITIZENS PUBLIC EDUCATION ABOUT THE LAW AND THE JUDICIAL SYSTEM INNOVATION IN THE ADMINISTRATION OF JUSTICE PROFESSIONALISM OF ATTORNEYS DIVERSITY IN LEGAL EDUCATION THROUGH SCHOLARSHIPS 0 0 120708 87816 20536 THE COLUMBUS BAR FOUNDATION PROVIDED GRANTS AND SUPPORT FOR A VARIETY OF COMMUNITY PROJECTS THAT ALIGN WITH THE MISSION OF THE FOUNDATION TO PROMOTE UNDERSTANDING OF THE LAW, THE ROLE OF THE LEGAL PROFESSION AND ACCESS TO JUSTICE FOR ALL. 120708 1 1 0 0 0 0 0 0 1 1 0 0 0 0 1 1 0 0 0 0 0 0 0 1 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 4 0 1 0 0 0 0 0 0 1 1 0 0 0 0 X 19 19 0 0 1 0 1 1 1 1 0 0 0 1 1 1 1 1 1 0 0 0 OH X FRANK L DUFFY 6142214112 175 S THIRD ST 11TH FLOOR COLUMBUS OH 43215 X FRANK A RAY 2.00 X X 0 0 0 FORDHAM E HUFFMAN 6.00 X X 0 0 0 DAVID W ALEXANDER 2.00 X X 0 0 0 SHARON CHAPPLEAR 1.00 X 0 0 0 PAUL GIORGIANNI 1.00 X 0 0 0 HON CARRIE E GLAEDEN 1.00 X 0 0 0 ROBERT A MEYER JR 1.00 X 0 0 0 ROBERT G PALMER 1.00 X 0 0 0 STANLEY D ROSS 1.00 X 0 0 0 HEATHER G SOWALD 2.00 X X 0 0 0 JAMES E DAVIDSON 1.00 X 0 0 0 THOMAS W HILL 1.00 X 0 0 0 JAMES E ARNOLD 1.00 X 0 0 0 STEPHEN R BUCHENROTH 1.00 X 0 0 0 BELINDA S BARNES 1.00 X 0 0 0 MICHAEL CARPENTER 1.00 X 0 0 0 MICHAEL K GIRE 1.00 X 0 0 0 HON GUY L REECE II 1.00 X 0 0 0 JAY A YANO 1.00 X 0 0 0 ROBERT J WEILER 1.00 X 0 0 0 MICHAEL P MAHONEY 1.00 X 0 0 0 BRADLEY B WRIGHTSEL 1.00 X 0 0 0 BENJAMIN L ZOX 2.00 X 0 0 0 MARK PETRUCCI 1.00 X 0 0 0 MARION SMITHBERGER 11.00 X 0 0 0 0 0 0 0 0 0 0 0 63750 209816 273566 ESTATE PLANNING SEMINA 541100 11581 11581 CHESTER PROFESSIONALIS 541100 8955 8955 20536 75322 75322 461064 402470 58594 58594 58594 39080 63750 56306 -17226 -17226 410792 20536 0 116690 87816 87816 11300 11300 14563 14563 2354 2354 28290 24644 3646 3827 3827 CBA PAYMENT 67923 67923 FACILITY 8179 8099 80 MEALS AND ENTERTAINMENT 3127 3127 BANK CHARGES 1034 149 885 MISCELLANEOUS 395 395 228808 120708 108100 0 325651 435592 16426 16426 3827 0 2314516 2390386 2643994 2825978 0 0 X 1751678 1916937 581129 597854 311187 311187 2643994 2825978 2643994 2825978 181984 0 X X 0 1 1 X 0 X 399778 428351 597227 400086 273566 2099008 399778 428351 597227 400086 273566 2099008 271554 1827454 135194 197881 132575 48879 75322 589851 60704 94321 23291 178316 2867175 137537 0.63740 0.59810 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 324334 16638 4864 336108 339514 -7915 7265 324334 348566 -2193 6859 339514 0.92590 0.07410 0 0 16426 16426 0 0 410792 228808 181984 0 181984 467098 56306 56306 410792 0 410792 285114 56306 56306 228808 0 228808 Description of Intended Use of Endowment Funds: Part V, Line 4: CHESTER PROFESSIONALISM FUND: TO ORGANIZE AND EXECUTE PROFESSIONALISM PROGRAMS WITHIN THE CHESTER FAMILY PROFESSIONALISM INSTITUTE FOR CENTRAL OHIO LAWYERS THROUGH THE COLUMBUS BAR FOUNDATION (CBF) AND THE COLUMBUS BAR ASSOCIATION (CBA). THE FUND WILL NURTURE A BROAD BASED COMMITMENT TO PROFESSIONALISM AND HIGHER LEVELS OF COMPETENCE IN ALL PRACTICE AREAS AND LEVELS OF THE LEGAL COMMUNITY - THE JUDICIARY, THE PRIVATE BAR, GOVERNMENT AND CORPORATE LAWYERS. IT ALSO IS CONTEMPLATED THAT THE FUND WOULD WORK WITH CENTRAL OHIO LAW SCHOOLS TO NURTURE THE COMMITMENT TO PROFESSIONALISM IN LAW STUDENTS AND LAW FACULTY. Description of Uncertain Tax Positions Under FIN 48: Part X: The Foundation adopted the new accounting for uncertainty in income taxes guidance on July 1, 2009. These provisions clarify the accounting and recognition for income tax positions taken or expected to be taken in the Foundation's income tax returns. The Foundation's income tax filings are subject to audit by various taxing authorities. The Foundation's open audit periods are 2006-2010. The Foundation's policy with regard to interest and penalty is to recognize interest through interest expense and penalties through other expense. In evaluating the Foundation's tax provisions and accruals, future taxable income, and the reversal of temporary differences, interpretations and tax planning strategies are considered. The Foundation believes its estimates are appropriate based on current facts and circumstances. Part XII, Line 2d - Other Adjustments: FUNDRAISING EXPENSES 56,306. Part XIII, Line 2d - Other Adjustments: FUNDRAISING EXPENSES 56,306. CBF GALA 99750 63750 36000 11664 26091 13425 50 YEAR LUNCHEON 3080 3080 3329 1797 102830 63750 39080 11664 29420 15222 56306 -17226 1 COMMUNITY MEDIATION SERVICES OF CENTRAL OHIO 67 JEFFERSON AVENUE COLUMBUS OH 43215 311252085 501(c)(3) 25000 To provide access to mediation services for problems and disputes between people in ongoing relationships and to refer people to appropriate agencies or service providers when their problems are outside the scope of the mediation service. COLUMBUS BAR ASSOCIATION 175 SOUTH THIRD STREET COLUMBUS OH 43215 311106236 501(C)(6) 21990 To provide support to the CBA's Lawyers for Justice Pro Bono program, which provides free legal assistance to indigent clients who are unable to be represented by the Legal Aid Society or other Government entities. LAW AND LEADERSHIP INSTITUTE 1700 LAKE SHORE DRIVE COLUMBUS OH 43204 264709314 501(c)(3) 9500 Provides stipends for LLI student teachers from OSU Moritz and Capital University Law schools. LEGAL AID SOCIETY OF COLUMBUS 1108 CITY PARK AVENUE COLUMBUS OH 43206 314416407 501(C)(3) 7500 To provide funding for legal services to the poor. NATIONWIDE CHILDREN'S HOSPITAL FOUNDATION 700 CHILDRENS DRIVE COLUMBUS OH 43205 311036370 501(C)(3) 8580 To provide funds to support the Center for Family Safety and Healing, which has specifically trained Law enforcement and Medical personnel who interact with victims and work with children and families in crisis. OHIO STATE LEGAL SERVICES ASSOCIATION 555 BUTTLES AVENUE COLUMBUS OH 43215 310718185 501(c)(3) 5000 Elam Family grant recognizes outstanding Pro Bono Service. 5 1 Procedure for Monitoring Grants in the U.S.: Part I, Line 2: Schedule I, Part I, Line 2: THE APPLICANT MUST WRITE A BRIEF LETTER OF INTENT THAT EMPHASIZES HOW THE GRANT WILL BE USED TO FURTHER THE FOUNDATION'S MISSION. UPON RECEIPT, THE BOARD OF THE COLUMBUS BAR FOUNDATION WILL CONSIDER THE PROPOSAL AND NOTIFY THE APPLICANT OF HOW TO PROCEED. GRANTS ARE NOT AWARDED FOR PROJECTS OUTSIDE THE MISSION OF THE FOUNDATION. Form 990, Part VI, Section A, line 4 THE CODE OF REGULATIONS WAS UPDATED TO REFLECT THE MEMORANDUM OF UNDERSTANDING BETWEEN THE COLUMBUS BAR ASSOCIATION AND COLUMBUS BAR FOUNDATION. Form 990, Part VI, Section A, line 6 THE ORGANIZATION HAS MEMBERS. Form 990, Part VI, Section A, line 7a FELLOWS OF THE ORGANIZATION ELECT THE BOARD OF TRUSTEES. Form 990, Part VI, Section A, line 7b CHANGES IN BYLAWS ARE SUBJECT TO APPROVAL BY MEMBERS. Form 990, Part VI, Section A, line 8b THERE ARE NO COMMITTEES WITH THE AUTHORITY TO ACT ON BEHALF OF THE GOVERNING BODY. Form 990, Part VI, Section B, line 11 THE 990 IS REVIEWED AND APPROVED BY THE OFFICERS OF THE BOARD OF DIRECTORS. THE ENTIRE BOARD IS PROVIDED WITH A COPY OF THE APPROVED 990 BEFORE IT IS FILED. Form 990, Part VI, Section B, line 12c EACH MEMBER OF THE BOARD AND EACH MEMBER OF THE FOUNDATION'S EXECUTIVE MANAGEMENT SHALL ANNUALLY SIGN A STATEMENT WHICH AFFIRMS SUCH PERSON: (A) HAS RECEIVED A COPY OF THE POLICY; (B) HAS READ AND UNDERSTANDS THE POLICY; AND (C) HAS AGREED TO COMPLY WITH THE POLICY. Form 990, Part VI, Section C, line 19 THE DOCUMENTS ARE AVAILABLE UPON REQUEST. FORM 990, PART XII, LINE 2C: THE PROCESS FOR OVERSIGHT OF THE AUDIT HAS NOT CHANGED FROM PRIOR YEAR. FORM 990, PART VI, SECTION B, LINE 15A&B: THE FOUNDATION DOES NOT COMPENSATE TOP MANAGEMENT OFFICIALS, BOARD MEMBERS OR KEY EMPLOYEES.