2012-03-06T08:12:22-06:00 2011-06-30 MCGLADREY & PULLEN LLP 250 WEST STREET SUITE 200 COLUMBUS OH 43215 990 2010-07-01 311384772 COLUMBUS JEWISH FOUNDATION COLU 6143382365 1175 COLLEGE AVENUE COLUMBUS OH 43209 TAMRA FITZPATRICK 6143382365 2012-03-01 1 DARLENE M DAVIS 6142247722 2010 2016-02-24 21:20:13Z JACKIE JACOBS 1175 COLLEGE AVENUE COLUMBUS OH 43209 16318152 0 X WWW.COLUMBUSJEWISHFOUNDATION.ORG X 1955 OH THE COLUMBUS JEWISH FOUNDATION IS DEDICATED TO BUILDING PERMANENT COMMUNITY RESOURCES TO SECURE THE STABILITY AND CONTINUITY OF JEWISH LIFE IN COLUMBUS AND ELSEWHERE. THE FOUNDATION FOSTERS LIFETIME AND TESTAMENTARY CHARITABLE GIVING DESIGNED TO: ASSIST INDIVIDUALS IN ACHIEVING THEIR PERSONAL CHARITABLE GOALS THROUGH A WIDE ARRAY OF OUTRIGHT AND DEFERRED PLANNED GIVING OPTIONS AND DEVELOP PERMANENT COMMUNITY RESOURCES TO ADDRESS SPECIAL, EMERGENCY AND FUTURE NEEDS PARTICULARLY THOSE NOT PROVIDED BY THE COLUMBUS JEWISH FEDERATION ANNUAL CAMPAIGN. THE COLUMBUS JEWISH COMMUNITY'S ENDOWMENT AND PLANNED GIVING EFFORTS ARE COORDINATED AND MANAGED BY THE FOUNDATION, WHICH PROMOTES DONOR CENTERED GIVING AS THE CORNERSTONE OF A FISCALLY VIABLE JEWISH COMMUNITY. 36 36 8 0 -1028 -1028 5925102 4926643 0 0 518794 3276816 272154 422384 6716050 8625843 6898697 6589815 0 0 613142 678270 0 0 85517 351434 236594 7863273 7504679 -1147223 1121164 91031320 95677149 21733591 20996994 69297729 74680155 X THE COLUMBUS JEWISH FOUNDATION WAS FORMED TO PROVIDE METHODS FOR DONORS TO EXPRESS THEIR PHILANTHROPIC INTEREST DURING LIFETIME AND AFTER DEATH, TO ENCOURAGE JEWISH ORGANIZATIONS TO ESTABLISH ENDOWMENT FUNDS TO BE HELD, MANAGED, AND INVESTED BY THE FOUNDATION, AND TO PROVIDE GRANTS TO ELIGIBLE ORGANIZATIONS. 0 0 6616323 6616323 SUPPORT TO THE COLUMBUS JEWISH FEDERATION. ESTABLISH AND MANAGE ENDOWMENT FUNDS. PROVIDE GRANTS TO ELIGIBLE CHARITABLE AND RELIGIOUS ORGANIZATIONS. 6616323 1 1 0 0 0 1 0 0 0 1 1 0 0 0 1 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 0 1 51 0 8 1 1 1 1 CJ 0 0 0 0 0 0 0 0 0 0 0 X 36 36 1 0 0 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 ALAN ACKER 2.00 X X 0 0 0 BRADLEY KASTAN 2.00 X X 0 0 0 LAURENCE G RUBEN 2.00 X X 0 0 0 STEVEN SCHOTTENSTEIN 2.00 X X 0 0 0 REID WASSERSTROM 2.00 X X 0 0 0 RUTH ANN BLANK 2.00 X X 0 0 0 MARCIA HERSHFIELD 2.00 X X 0 0 0 JEFF MEYER 2.00 X X 0 0 0 KEN BLUM 2.00 X 0 0 0 MICHAEL CANTER 2.00 X 0 0 0 DONALD FEINSTEIN 2.00 X 0 0 0 ELIE DESHE 2.00 X 0 0 0 ROB EMRICH 2.00 X 0 0 0 HERBERT GLIMCHER 2.00 X 0 0 0 BABETTE FEIBEL 2.00 X 0 0 0 DR JULIE HARMON 2.00 X 0 0 0 KAREN HEISER 2.00 X 0 0 0 DEBORA KANE 2.00 X 0 0 0 ROBERT KEIDAN 2.00 X 0 0 0 RANDALL ARNDT 2.00 X 0 0 0 JEFF COOPERSMITH 2.00 X 0 0 0 RONALD MAYER 2.00 X 0 0 0 LARRY PLISKIN 2.00 X 0 0 0 DR MIRIAM PORTMAN 2.00 X 0 0 0 GREG RUSSELL 2.00 X 0 0 0 HARLAN ROBINS 2.00 X 0 0 0 MICHAEL SCHLONSKY 2.00 X 0 0 0 LENORE SCHOTTENSTEIN 2.00 X 0 0 0 NEVADA SMITH 2.00 X 0 0 0 ERIC WASSERSTROM 2.00 X 0 0 0 FRAN WASSERSTROM 2.00 X 0 0 0 ALAN WEILER 2.00 X 0 0 0 KATHY WORLY 2.00 X 0 0 0 BERNARD YENKIN 2.00 X 0 0 0 JACKIE JACOBS 40.00 X 149887 0 29960 TAMMY FITZPATRICK 40.00 X 117996 0 13137 267883 0 43097 2 0 1 0 0 4926643 1455133 4926643 2434488 2434488 8534637 7692309 842328 842328 842328 LIFE INS. - CSV CHANGE 525100 404226 404226 OTHER INCOME 900099 28697 28697 PASSIVE ACTIVITIES 900004 -10539 -1028 -9511 422384 8625843 404226 -1028 3296002 6589815 6589815 267883 212548 55335 193330 193330 136927 124990 11937 51107 44269 6838 29023 25820 3203 2640 2640 17850 17850 16601 8397 8204 24002 24002 43736 43736 5622 5622 9321 9321 46175 46175 6525 6525 INSURANCE 26508 26508 EQUIPMENT RENTAL/MAINT 11849 11849 BUILDING SERVICES & MAI 8366 8366 CONSULTING 6122 6122 JEWISH TEEN FOUNDATION 5000 5000 6277 6277 7504679 6616323 802839 85517 54568 148208 132779 0 1022320 1100279 940976 630742 958918 477540 485527 481378 80152362 85393621 4436782 4423384 3806006 3499537 91031320 95677149 561208 214067 684693 246096 20487690 20536831 21733591 20996994 X 0 0 0 0 69297729 74680155 69297729 74680155 91031320 95677149 X 1121164 4261262 X X 0 1 1 X 0 X 12604098 11937063 10054922 5925102 4917693 45438878 12604098 11937063 10054922 5925102 4917693 45438878 5820413 39618465 2994186 1827331 1440784 2225471 2423949 10911721 309729 -120621 -36345 35548 404226 592537 56943136 0.69580 0.59400 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 697 4560152 6210955 24807319 1 1 37051936 1072483 2165317 2097867 38191869 40516351 1491338 389061 862128 4482686 37051936 46057318 551339 -5183461 908845 40516351 0.19000 0.75000 0.06000 0 0 791887 344969 446918 167031 132571 34460 481378 CUSTODIAL FUNDS PAYABLE TO JEWISH AGENCIES 20536831 20536831 8625843 7504679 1121164 5416144 -1154882 4261262 5382426 14013290 5416144 5416144 8597146 28697 28697 8625843 7475982 0 7475982 28697 28697 7504679 DESCRIPTION OF INTENDED USE OF ENDOWMENT FUNDS: 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 8 - OTHER ADJUSTMENTS: CHANGE IN ACCOUNTING METHOD -1,154,882. PART XII, LINE 4B - OTHER ADJUSTMENTS: OTHER INCOME NETTED AGAINST EXPENSE IN FINANCIAL STATEMENTS 28,697. PART XIII, LINE 4B - OTHER ADJUSTMENTS: OTHER INCOME NETTED AGAINST EXPENSE IN FINANCIAL STATEMENTS 28,697. 1 32 MASONIC LEARNING CENTER FOR CHILDREN 290 CRAMER CREEK CT COLUMBUS OH 43014 043169620 10000 PROGRAMS FOR CHILDREN WITH DYSLEXIA A KID AGAIN 777-G DEARBORN PARK LANE COLUMBUS OH 43085 311440073 144945 ADVENTURES FOR WISH KIDS A SPECIAL WISH FOUNDATION 5340 EAST MAIN STREET 208 COLUMBUS OH 43213 311055537 5000 GRANT WISHES FOR CHILDREN WITH LIFE THREATENING DISORDERS AGENCY FOR JEWISH LEARNING 2740 BEECHWOOD BLVD PITTSBURGH PA 15217 201112801 13861 SUPPORT AND ENHANCE JEWISH EDUCATION ALLIANCE FOR THE FUTURE OF ISRAEL 838 CAMBRIDGE COURT WORTHINGTON OH 43085 263595250 6750 EDUCATIONAL ALVIN A DUBLIN ALZHEIMER'S RESOURCE CENTER 10051 MCGREGOR BLVD 101 FORT MEYERS FL 33919 650580633 5000 ASSISTANCE & SUPPORT TO ALZHEIMER'S PERSONS & CAREGIVERS AMERICAN FRIENDS OF INTERDISCIPLINARY CENTER 116 EAST 16TH STREET 11TH FLOOR NEW YORK NY 10003 311577589 12000 HIGHER EDUCATION IN ISRAEL AMERICAN JEWISH JOINT DISTRIBUTION COMMITTEE INC 711 THIRD AVENUE 10TH FLOOR NEW YORK NY 10017 131656634 4600 DISASTER RELIEF & OUTREACH AMERICAN JEWISH JOINT DISTRIBUTION COMMITTEE INC PO BOX 530 NEW YORK NY 10017 131656634 5500 LOD COMMUNITY GARDEN PROJECT AMERICAN JEWISH JOINT DISTRIBUTION COMMITTEE INC 711 THIRD AVENUE 10TH FLOOR NEW YORK NY 10017 131656634 10122 ELDERLY IN GEORGIA AMERICAN JEWISH JOINT DISTRIBUTION COMMITTEE INC 711 THIRD AVENUE 10TH FLOOR NEW YORK NY 10017 131656634 5061 CHILDREN IN GEORGIA AMERICAN JEWISH WORLD SERVICES 45 W 36TH STREET TENTH FLOOR NEW YORK NY 100187904 222584370 5200 DISASTER RELIEF & OUTREACH AMERICAN RED MAGEN DAVID ISRAEL 352 SEVENTH AVE 400 NEW YORK NY 10001 131790719 5383 DISASTER RELIEF AND OUTREACH ARTHUR G JAMES CANCER HOSPITAL 660 ACKERMAN ROAD COLUMBUS OH 43218 311322863 50300 HEALTHCARE FOCUSED ON IMPROVING LIVES OF CANCER PATIENTS ARTHUR G JAMES CANCER HOSPITAL 660 ACKERMAN ROAD COLUMBUS OH 43218 311322863 580 STEPHANIE'S CHAMPIONS ARTHUR G JAMES CANCER HOSPITAL 660 ACKERMAN ROAD COLUMBUS OH 43218 311322863 10000 EXPANSION PROGRAM ARTHUR G JAMES CANCER HOSPITAL 660 ACKERMAN ROAD COLUMBUS OH 43218 311322863 41525 CELEBRATION FOR LIFE ARTHUR G JAMES CANCER HOSPITAL 660 ACKERMAN ROAD COLUMBUS OH 43218 311322863 1400 OSU STAR PROGRAM ARTHUR G JAMES CANCER HOSPITAL 660 ACKERMAN ROAD COLUMBUS OH 43218 311322863 5740 HERBERT BLOCK MEMORIAL ARTHUR G JAMES-PELOTONIA 351 W NATIONWIDE BLVD COLUMBUS OH 43215 311322863 15630 PELOTONIA ASPEN CHABAD HOUSE 435 W MAIN ASPEN CO 81611 223787221 13160 JEWISH EDUCATION AND OUTREACH BALLET MET 322 MT VERNON AVE COLUMBUS OH 43215 310858562 17625 DANCE PERFROMANCES, TRAINING, EDUCATION AND OUTREACH BALLET MET 322 MT VERNON AVE COLUMBUS OH 43215 310858562 2500 MOVING FORWARD CAMP BETH JACOB CONGREGATION 1223 COLLEGE AVE COLUMBUS OH 43209 316401183 11502 WORSHIP AND EDUCATION BEXLEY EDUCATION FOUNDATION 348 S CASSINGHAM RD BEXLEY OH 43209 311463283 9125 SUPPORT FOR BEXLEY SCHOOLS BEXLEY EDUCATION FOUNDATION 348 S CASSINGHAM RD BEXLEY OH 43209 311463283 5000 BEXLEY COMMUNITY BOOK CLUB BEXLEY EDUCATION FOUNDATION 348 S CASSINGHAM RD BEXLEY OH 43209 311463283 2500 BRAVO! SPRING FUNDRAISER BIG BROTHERSBIG SISTERS 1855 E DUBLIN-GRANVILLE RD COLUMBUS OH 43229 314379429 13145 YOUTH MENTORING BIG BROTHERSBIG SISTERS 1855 E DUBLIN-GRANVILLE RD COLUMBUS OH 43229 314379429 2550 TASTE OF CLASS BIG BROTHERSBIG SISTERS 1855 E DUBLIN-GRANVILLE RD COLUMBUS OH 43229 314379429 3000 BOWL FOR KIDS B'NAI B'RITH HILLEL AT UW 4745 17TH AVENUE NE SEATTLE WA 98105 916067231 5000 JEWISH LEARNING CENTER CHABAD HOUSE-COLORADO 775 17TH STREET BOULDER CO 80302 202853143 10200 JEWISH EDUCATION AND OUTREACH BREHM PREPARATORY SCHOOL 1245 E GRAND AVE CARBONDALE IL 62901 371107721 5000 COLLEGE PREPARATORY CURRICULUM CLAREMONT MCKENNA COLLEGE 400 N CLAREMONT BLVD CLAREMONT CA 91711 951664101 7050 HIGHER EDUCATION COLUMBIA GRAMMAR & PREPARATORY SCHOOL 5 WEST 93RD STREET NEW YORK NY 10025 130590970 20000 THIRD CENTURY FUND COLUMBUS ACADEMY 4300 CHERRY BOTTOM ROAD GAHANNA OH 432300745 314379445 16200 COLLEGE PREPARATORY CURRICULUM COLUMBUS ASSOCIATION PERFORMING ARTS 55 EAST STATE STREET COLUMBUS OH 43215 310749884 10100 ARTISTIC, EDUCATION AND COMMUNITY OUTREACH COLUMBUS COMMUNITY KOLLEL 2513 E MAIN ST COLUMBUS OH 43209 311438033 36736 ADULT JEWISH EDUCATION COLUMBUS HOUSING PARTNERSHIP 562 E MAIN ST COLUMBUS OH 43215 311208260 6750 AFFORDABLE HOUSING & COUNSELING COLUMBUS JEWISH DAY SCHOOL 150 E GRANVILLE ST NEW ALBANY OH 43054 311482374 153466 JEWISH STUDIES FOR ELEMENTARY AGE STUDENTS COLUMBUS JEWISH DAY SCHOOL 150 E GRANVILLE ST NEW ALBANY OH 43054 311482374 80667 BUILDING & CAPITAL COLUMBUS JEWISH DAY SCHOOL 150 E GRANVILLE ST NEW ALBANY OH 43054 311482374 2600 STUDENT/SENIOR HOLIDAY LINK COLUMBUS JEWISH DAY SCHOOL 150 E GRANVILLE ST NEW ALBANY OH 43054 311482374 10800 WISDOM OF THE HEART COLUMBUS JEWISH DAY SCHOOL 150 E GRANVILLE ST NEW ALBANY OH 43054 311482374 500 AD JOURNAL COLUMBUS JEWISH FEDERATION 1175 COLLEGE AVE COLUMBUS OH 43209 310838745 48084 CAPITAL CAMPAIGN COLUMBUS JEWISH FEDERATION 1175 COLLEGE AVE COLUMBUS OH 43209 310838745 1357569 BUILD AND STRENGTHEN THE COLUMBUS JEWISH COMMUNITY COLUMBUS JEWISH FEDERATION 1175 COLLEGE AVE COLUMBUS OH 43209 310838745 1000 COLUMBUS PROFESSIONALS IN JEWISH EDUCATION #460 COLUMBUS JEWISH FEDERATION 1175 COLLEGE AVE COLUMBUS OH 43209 310838745 4750 FALAS MURA CAMPAIGN COLUMBUS JEWISH FEDERATION 1175 COLLEGE AVE COLUMBUS OH 43209 310838745 999 RABBINIC TRAINING ON COMPASSION FATIGUE COLUMBUS JEWISH FEDERATION 1175 COLLEGE AVE COLUMBUS OH 43209 310838745 3827 ISRAEL ACTION NETWORK COLUMBUS JEWISH FEDERATION 1175 COLLEGE AVE COLUMBUS OH 43209 310838745 2400 ETHIOPIAN RESCUE FUND COLUMBUS JEWISH FEDERATION 1175 COLLEGE AVE COLUMBUS OH 43209 310838745 2400 COMPLETING THE JOURNEY COLUMBUS JEWISH HISTORICAL SOCIETY 1175 COLLEGE AVE COLUMBUS OH 43209 311012951 35318 PRESERVATION OF HISTORY OF THE JEWISH COMMUNITY COLUMBUS MUSEUM OF ART 480 EAST BROAD STREET COLUMBUS OH 43215 314379447 51910 EDUCATIONAL AND CULTURAL CENTER COLUMBUS SCHOOL FOR GIRLS 56 S COLUMBIA AVE COLUMBUS OH 43209 314379452 16850 COLLEGE PREPARATORY CURRICULUM COLUMBUS SYMPHONY ORCHESTRA 55 EAST STATE STREET COLUMBUS OH 432159939 316402408 8550 ARTISTIC, EDUCATION & COMMUNITY OUTREACH COLUMBUS TORAH ACADEMY 181 NOE-BIXBY ROAD COLUMBUS OH 43213 314428025 311010 ORTHODOX JEWISH STUDIES FOR ELEMENTARY AND SECONDARY AGE STUDENTS COLUMBUS TORAH ACADEMY 181 NOE-BIXBY ROAD COLUMBUS OH 43213 314428025 500 HEBREW LISTENING LAB COLUMBUS TORAH ACADEMY 181 NOE-BIXBY ROAD COLUMBUS OH 43213 314428025 1250 BONAYICH MISHNAH & GEMARA CURRICULUM COLUMBUS TORAH ACADEMY 181 NOE-BIXBY ROAD COLUMBUS OH 43213 314428025 5500 JUDAIC PREPARATORY TRACK COMMUNITY SHELTER BOARD L-3112 111 LIBERTY STREET 150 COLUMBUS OH 43260 311181284 8350 EMERGENCY HOUSING PROGRAMS AND COMMUNITY AWARENESS CONGREGATION AGUDAS ACHIM C/O PERFECT BALANCE 2470 EAST MAIN STREET COLUMBUS OH 43209 314414020 2500 SISTERHOOD CONGREGATION AGUDAS ACHIM C/O PERFECT BALANCE 2470 EAST MAIN STREET COLUMBUS OH 43209 314414020 69536 WORSHIP AND EDUCATION CONGREGATION AHAVAS SHOLOM 2568 E BROAD ST COLUMBUS OH 43209 310898886 25265 WORSHIP AND EDUCATION CONGREGATION RODEH SHOLOM 7 WEST 83RD ST NEW YORK NY 100245201 131628164 10000 WORSHIP AND EDUCATION CONGREGATION TIFERETH ISRAEL 1354 E BROAD ST COLUMBUS OH 43205 314319579 2750 BE'YACHAD/TOGETHER CONGREGATION TIFERETH ISRAEL 1354 E BROAD ST COLUMBUS OH 43205 314319579 93122 WORSHIP AND EDUCATION CONGREGATION TIFERETH ISRAEL 1354 E BROAD ST COLUMBUS OH 43205 314319579 4000 HEBREW TOTAL PHYSICAL RESPONSE CONGREGATION TIFERETH ISRAEL 1354 E BROAD ST COLUMBUS OH 43205 314319579 800 PROJECT ETGAR CONGREGATION TORAT EMET 2375 EAST MAIN STREET BEXLEY OH 43209 311786319 11090 WORSHIP AND EDUCATION CONGREGATION TORAT EMET 2375 EAST MAIN STREET BEXLEY OH 43209 311486319 500000 BUILDING & CAPITAL FLORENCE MELTON ADULT MINI-SCHOOL CORPORATION 601 SKOKIE BOULEVARD SUITE 1A NORTHBROOK IL 60062 010725179 89000 JEWISH INSTRUCTION AND EDUCATION FLYING HORSE FARMS 225 GREEN MEADOWS DRIVE SOUTH A LEWIS CENTER OH 43035 203498125 32486 RESIDENTIAL SUMMER CAMP AND TREATMENT CENTER FOR CHILDREN WITH SERIOUS ILLNESSES FOUNDATION FOR CULTURAL REVIEW 900 BROADWAY 602 NEW YORK NY 10003 133108424 5000 ARTS, CULTURAL AND HUMANITIES FRANKLIN COUNTY STADIUM INC 330 HUNTINGTON PARK LANE COLUMBUS OH 43215 310933217 10000 CAPITAL CAMPAIGN FRANKLIN PARK CONSERVATORY 1777 E BROAD ST COLUMBUS OH 43203 311657027 10000 ENVIRONMENTAL AND ECOLOGICAL AWARENESS FRIENDS OF THE ISRAEL DEFENSE FORCES 1430 BROADWAY 1301 NEW YORK NY 10018 133156445 15043 SOLDIER VACATION FURNITURE BANK OF CENTRAL OHIO 118 SOUTH YALE AVENUE COLUMBUS OH 432221369 311600869 5000 FURNITURE & HOUSEHOLD GOODS ASSISTANCE GILDER LEHRMAN INSTITUE OF AMERICAN HISTORY 19 WEST 44TH STREET 500 NEW YORK NY 10036 133795391 5000 AMERICAN HISTORY EDUCATION GRADY MEMORIAL HOSPITAL FOUNDATION 561 WEST CENTRAL AVE DELAWARE OH 43015 314379436 28000 KIDS BLOCK PROGRAM HABITAT FOR HUMANITY-GREATER COLUMBUS 3140 WESTERVILLE RD COLUMBUS OH 43224 311217994 100000 SPONSOR A HOME HADASSAH THE WOMEN'S ZIONIST ORGANIZATION OF AMERICA INC 50 WEST 58TH STREET NEW YORK NY 10019 136227614 8375 WOMEN'S SERVICE AND EDUCATION ORGANIZATION WITH PRIMARY FOCUS ON HEALTHCARE HEBREW SENIOR LIFE 1200 CENTRE STREET BOSTON MA 021311097 900183119 200 ELDERLY CARE IN BOSTON AREA HEBREW SENIOR LIFE 1200 CENTRE STREET BOSTON MA 021311097 900183119 5000 SCHOLARSHIP PROGRAM FOR CNA HEBREW UNION COLLEGE 3101 CLIFTON CINCINNATI OH 45220 310537067 20250 RELIGIOUS AND SCHOLARLY LEARNING HERBERT KAY PARKINSON CHAPTER INC 19955 NE 38TH COURT 1103 NORTH MIAMI FL 33180 113840788 5000 RESEARCH, EDUCATION AND OUTREACH RELATED TO PARKINSON'S DISEASE HILLEL AT UNIVERSITY OF ALABAMA PO BOX 870122 TUSCALOOSA AL 35487 636001138 5000 JEWISH LEARNING CENTER HILLEL THE FOUNDATION FOR JEWISH CAMPUS LIFE 800 EIGTH STREET NW WASHINGTON DC 200013724 521844823 5000 JEWISH LEARNING CENTER HOMELESS FAMILIES FOUNDATION 651 W BROAD STREET COLUMBUS OH 43215 311179492 50160 SHELTER AND SUPPORT SERVICES FOR HOMELESS FAMILIES I KNOW I CAN 3798 E BROAD ST COLUMBUS OH 43213 311229135 5050 HELP COLUMBUS CITY SCHOOL STUDENT ENTER AND SUCCEED IN COLLEGE JEWISH AGENCY FOR ISRAEL 633 THIRD AVE 21ST FL NEW YORK NY 10017 230053483 7300 LONG-TERM ISRAEL EXPERIENCE PROGRAMS JEWISH AGENCY FOR ISRAEL 633 THIRD AVE 21ST FL NEW YORK NY 10017 230053483 9000 FSU SUMMER CAMP SCHOLARSHIPS JEWISH AGENCY FOR ISRAEL 633 THIRD AVE 21ST FL NEW YORK NY 10017 230053483 3700 PUBLIC DIPLOMACY PROJECT FOR HIGH SCHOOLS IN LATIN AMERICA JEWISH CENTER OF THE HAMPTONS 44 WOODS LANE PO BOX 5107 EAST HAMPTON NY 11937 116035195 21500 CULTURAL, RECREATIONAL AND SOCIAL PROGRAMS AND ACTIVITIES JEWISH COMMUNITY CENTER OF GREATER COLUMBUS 1125 COLLEGE AVE COLUMBUS OH 43209 314379496 9000 SOUND SYSTEM JEWISH COMMUNITY CENTER OF GREATER COLUMBUS 1125 COLLEGE AVE COLUMBUS OH 43209 314379496 1000 EMERGENCY MEAL PROGRAM, NEW HORIZONS JEWISH COMMUNITY CENTER OF GREATER COLUMBUS 1125 COLLEGE AVE COLUMBUS OH 43209 314379496 106091 CULTURAL, RECREATIONAL AND SOCIAL PROGRAMS AND ACTIVITIES JEWISH COMMUNITY CENTER OF GREATER COLUMBUS 1125 COLLEGE AVE COLUMBUS OH 43209 314379496 24465 JEWISH EXPERIENCES FOR TEENS JEWISH COMMUNITY CENTER OF GREATER COLUMBUS 1125 COLLEGE AVE COLUMBUS OH 43209 314379496 42108 EARLY CHILDHOOD SERVICES SCHOLARSHIPS JEWISH COMMUNITY CENTER OF GREATER COLUMBUS 1125 COLLEGE AVE COLUMBUS OH 43209 314379496 54 MELTON MINI SCHOOL FUND JEWISH COMMUNITY CENTER OF GREATER COLUMBUS 1125 COLLEGE AVE COLUMBUS OH 43209 314379496 6600 JEWISH BOOKFAIR JEWISH COMMUNITY CENTER OF GREATER COLUMBUS 1125 COLLEGE AVE COLUMBUS OH 43209 314379496 250 BEST IN CLASS PRESCHOOL ECONOMIC IMPACT JEWISH COMMUNITY CENTER OF GREATER COLUMBUS 1125 COLLEGE AVE COLUMBUS OH 43209 314379496 41000 GALLERY PLAYERS JEWISH COMMUNITY CENTER OF GREATER COLUMBUS 1125 COLLEGE AVE COLUMBUS OH 43209 314379496 1000 SHEHECHEYANU AWARD JEWISH COMMUNITY CENTER OF GREATER COLUMBUS 1125 COLLEGE AVE COLUMBUS OH 43209 314379496 10700 IMPACT TEAM JEWISH COMMUNITY CENTER OF GREATER COLUMBUS 1125 COLLEGE AVE COLUMBUS OH 43209 314379496 4700 JEWISH IDENTITY AND DAY CAMP PILOT PROJECT JEWISH COMMUNITY CENTER OF GREATER COLUMBUS 1125 COLLEGE AVE COLUMBUS OH 43209 314379496 2500 SPORTS SPECTACULAR JEWISH COMMUNITY CENTER OF GREATER COLUMBUS 1125 COLLEGE AVE COLUMBUS OH 43209 314379496 10825 JEWISH FILM FESTIVAL JEWISH COMMUNITY CENTER OF GREATER COLUMBUS 1125 COLLEGE AVE COLUMBUS OH 43209 314379496 200 BBYO AWARD JEWISH COMMUNITY CENTER OF GREATER COLUMBUS 1125 COLLEGE AVE COLUMBUS OH 43209 314379496 1750 DAVID & IRENE COLE ESSAY CONTEST JEWISH COMMUNITY CENTER OF GREATER COLUMBUS 1125 COLLEGE AVE COLUMBUS OH 43209 314379496 1000 YACHAD TEEN TSIBURIM JEWISH COMMUNITY CENTER OF GREATER COLUMBUS 1125 COLLEGE AVE COLUMBUS OH 43209 314379496 500 BARKAN MEMORIAL JEWISH COMMUNITY CENTER OF GREATER COLUMBUS 1125 COLLEGE AVE COLUMBUS OH 43209 314379496 5200 TEENS AND AIPAC JEWISH COMMUNITY CENTER OF GREATER COLUMBUS 1125 COLLEGE AVE COLUMBUS OH 43209 314379496 4392 EARLY INTERVENTION SPECIALIST JEWISH COMMUNITY CENTER OF GREATER COLUMBUS 1125 COLLEGE AVE COLUMBUS OH 43209 314379496 5000 BEYACHAD/TOGETHER JEWISH COMMUNITY CENTER - MANHATTAN 334 AMSTERDAM AVENUE NEW YORK NY 10023 133490745 5000 CULTURAL, RECREATIONAL AND SOCIAL PROGRAMS AND ACTIVITIES JEWISH FAMILY SERVICES 1070 COLLEGE AVE COLUMBUS OH 43209 314379497 108377 COMPREHENSIVE HEALTH AND SOCIAL SERVICES JEWISH FAMILY SERVICES 1070 COLLEGE AVE COLUMBUS OH 43209 314379497 47213 VOLUNTEER SERVICE COORDINATOR JEWISH FAMILY SERVICES 1070 COLLEGE AVE COLUMBUS OH 43209 314379497 36 RUNNING FOR LILA JEWISH FAMILY SERVICES 1070 COLLEGE AVE COLUMBUS OH 43209 314379497 21035 SHORT TERM THERAPY JEWISH FAMILY SERVICES 1070 COLLEGE AVE COLUMBUS OH 43209 314379497 9670 LEAH'S LIST ECONOMIC IMPACT JEWISH FAMILY SERVICES 1070 COLLEGE AVE COLUMBUS OH 43209 314379497 150 PASSOVER MEALS JEWISH FAMILY SERVICES 1070 COLLEGE AVE COLUMBUS OH 43209 314379497 2000 FRIENDLY VISITOR JEWISH FAMILY SERVICES 1070 COLLEGE AVE COLUMBUS OH 43209 314379497 6097 COMMUNITY EMERGENCY FUND FOR SURVIVORS OF NAZI PERSECUTION JEWISH FAMILY SERVICES 1070 COLLEGE AVE COLUMBUS OH 43209 314379497 1000 TRANSPORTATION & FURNITURE PICK UP JEWISH FEDERATION ATLANTA 1440 SPRING STREET ATLANTA GA 30309 581021791 15000 BUILD AND STRENGTHEN THE ATLANTA JEWISH COMMUNITY JEWISH FEDERATION OF GREATER MIAMI 4200 BISCAYNE BLVD PO BOX 370100 MIAMI FL 331370100 590624404 5000 BUILD AND STRENGTHEN THE MIAMI JEWISH COMMUNITY JEWISH FOUNDATION OF NEW HAVEN 360 AMITY ROAD WOODBRIDGE CT 06525 060647025 5000 BUILD AND STRENGTHEN THE NEW HAVEN JEWISH COMMUNITY JEWISH NATIONAL FUND 9918 CARVER ROAD 102 CINCINNATI OH 45242 131659627 79400 ENVIRONMENTAL AND ECOLOGICAL AWARENESS JEWISH NATIONAL FUND 42 EAST 69TH ST NEW YORK NY 10021 131659627 66000 DEFINING MOMENTS JEWISH TELEGRAPHIC AGENCY 330 SEVENTH AVE 17TH FLOOR NEW YORK NY 10001 130887610 5000 JEWISH INSTRUCTION AND EDUCATION JEWISH THEOLOGICAL SEMINARY 3080 BROADWAY 606 NEW YORK NY 100279985 136167967 12300 JEWISH INSTRUCTION AND EDUCATION KIDSOHIOORG 22 EAST GAY STREET 600 COLUMBUS OH 43215 020575227 5000 IMPROVEMENT OF EDUCATION OF OHIO'S CHILDREN KOBACKER HOUSE-HOSPICE 3595 OLENTANGY RIVER RD COLUMBUS OH 43214 311372702 100050 INPATIENT HOSPICE FOR OHIOHEALTH LIBENU FOUNDATION 7247 ST LOUIS AVENUE SKOKIE IL 60076 272149745 50000 INDEPENDENT LIVING IN CHICAGO FOR JEWISH ADULTS WITH SPECIAL NEEDS LIFECARE ALLIANCE 1699 W MOUND ST COLUMBUS OH 43223 314379494 5586 HEALTH AND NUTITION SERVICES - KOSHER MEALS ON WHEELS MARBURN ACADEMY 1860 WALDEN AVE COLUMBUS OH 43229 311011901 20100 SPECIALIZED EDUCATION FOR LEARNING DISABLED STUDENTS MASORTI FOUNDATION FOR CONSERVATIVE JUDIASM 475 RIVERSIDE DR STE 832 NEW YORK NY 101150122 133137586 46250 RELIGION AND SPIRITUAL DEVELOPMENT MENTAL HEALTH AMERICA FRANKLIN COUNTY 538 EAST TOWN STREET D COLUMBUS OH 432154885 314412697 10085 MENTAL HEALTH ADVOCACY & EDUCATION MOUNT SINAI MEDICAL CENTER FOUNDATION 4300 ALTON RD MIAMI BEACH FL 33140 591711400 10000 SUPPORT FOR MOUNT SINAI MEDICAL CENTER MMORE-MULTIPLE MYELOMA OPPORTUNITIES FOR RESEARCH AND EDUCATION 4047 PARK LANE COLUMBUS OH 43220 263323489 5850 RESEARCH AND EDUCATION NATIONWIDE CHILDREN'S HOSPITAL FOUNDATION PO BOX 16810 COLUMBUS OH 432166810 311036370 34795 SUPPORT FOR NATIONWIDE CHILDREN'S HOSPITAL NYU SCHOOL OF MEDICINE 550 FIRST AVENUE NEW YORK NY 10016 510244064 20000 DEPARTMENT OF DERMATOLOGY OAKSTONE ACADEMY 939 S STATE STREET WESTERVILLE OH 43081 311666674 5000 SERVICES FOR FAMILIES AND THEIR CHILDREN WITH AUTISM-RELATED DISORDERS OHIO HEALTH FOUNDATION 180 E BROAD ST 31ST FLOOR COLUMBUS OH 43215 237446919 160 JOHN C. HOLDEN SCHOLARSHIP FUND OHIO HEALTH FOUNDATION 180 E BROAD ST 31ST FLOOR COLUMBUS OH 43215 237446919 5000 STRESS IN CHARGE NURSES OHIO JEWISH COMMUNITIES 50 WEST BROAD STREET 1815 COLUMBUS OH 43215 311042915 14000 EDUCATIONAL OHIO WILDLIFE CENTER 6131 COOK RD POWELL OH 43065 311182372 80700 PROMOTE WILDLIFE HEALTH OSU FOUNDATION 1480 WEST LANE AVE COLUMBUS OH 43221 311145986 1668 JAMES CANCER HOSPITAL OSU FOUNDATION 1480 WEST LANE AVE COLUMBUS OH 43221 311145986 1000 MBA ARONSON SCHOLARSHIP FUND OSU FOUNDATION 1480 WEST LANE AVE COLUMBUS OH 43221 311145986 500 2011 SCHOLARSHIP 5.25 EVENT OSU FOUNDATION 1480 WEST LANE AVE COLUMBUS OH 43221 311145986 4800 STAND UP FOR SHAKESPEARE PROGRAM OSU FOUNDATION 1480 WEST LANE AVE COLUMBUS OH 43221 311145986 202208 SUPPORT FOR THE OHIO STATE UNIVERSITY OSU HILLEL 46 EAST 16TH AVENUE COLUMBUS OH 432011661 311048567 5400 HILLEL JEWISH CONVERSATIONS OSU HILLEL 46 EAST 16TH AVENUE COLUMBUS OH 432011661 311048567 9900 DORM AMBASSADORS OSU HILLEL 46 EAST 16TH AVENUE COLUMBUS OH 432011661 311048567 58651 JEWISH LEARNING CENTER OSU HILLEL 46 EAST 16TH AVENUE COLUMBUS OH 432011661 311048567 1250 ORLOV SCHOLARS WORK STUDY FUND OSU HILLEL 46 EAST 16TH AVENUE COLUMBUS OH 432011661 311048567 2064 STARFISH PB & JAM OSU HILLEL 46 EAST 16TH AVENUE COLUMBUS OH 432011661 311048567 56 VISITING ARTIST PACE UNIVERSITY ONE PACE PLAZA NEW YORK NY 100381598 135562314 5000 HIGHER EDUCATION PEF ISRAEL ENDOWMENT FUNDS 317 MADISON AVENUE NEW YORK NY 10017 136104086 18000 MAAGALIM DONATION PEF ISRAEL ENDOWMENT FUNDS 317 MADISON AVENUE NEW YORK NY 10017 136104086 100 BMTL PEF ISRAEL ENDOWMENT FUNDS 317 MADISON AVENUE NEW YORK NY 10017 136104086 500 BEN SHEMEN YOUTH VILLAGE PILOT DOGS 625 WEST TOWN ST COLUMBUS OH 43215 314393243 49200 TRAIN DOGS FOR THE BLIND SARASOTA-MANATEE JEWISH FEDERATION 580 MCINTOSH ROAD SARASOTA FL 342321959 591227747 5100 BUILD AND STRENGTHEN THE SARASOTA-MANATEE JEWISH COMMUNITY SCHOTTENSTEIN CHABAD HOUSE PO BOX 80 NEW ALBANY OH 43054 311427001 64750 EDUCATIONAL AND RELIGIOUS PROGRAMS SCHOTTENSTEIN CHABAD HOUSE PO BOX 80 NEW ALBANY OH 43054 311427001 3000 CAMP OPERATIONS SCHOTTENSTEIN CHABAD HOUSE PO BOX 80 NEW ALBANY OH 43054 311427001 1800 CAPITAL CAMPAIGN SCHOTTENSTEIN CHABAD HOUSE PO BOX 80 NEW ALBANY OH 43054 311427001 5000 FOUNDATION STONE SCHOTTENSTEIN CHABAD HOUSE PO BOX 80 NEW ALBANY OH 43054 311427001 10050 LIFE TOWN SHALOM HARTMAN INSTITUTE USA ONE PENSYLVANIA PLAZA 1606 NEW YORK NY 10119 133014387 5000 RESEARCH AND LEADERSHIP INSTITUTE STEPHEN GAYNOR SCHOOL 148 WEST 90TH STREET NEW YORK NY 10024 131969570 20000 CAPITAL CAMPAIGN SUSAN KOMEN BREAST CANCER FOUNDATION 929 EASTWIND DRIVE 211 WESTERVILLE OH 43081 752844651 10350 RACE FOR THE CURE TEMPLE BETH SHALOM 5089 JOHNSTOWN ROAD NEW ALBANY OH 43054 310926157 14026 WORSHIP AND EDUCATION TEMPLE ISRAEL 5419 EAST BROAD STREET COLUMBUS OH 432131499 314384145 43601 WORSHIP AND EDUCATION TEMPLE ISRAEL 5419 EAST BROAD STREET COLUMBUS OH 432131499 314384145 139300 NER TAMID CAMPAIGN TEMPLE ISRAEL 5419 EAST BROAD STREET COLUMBUS OH 432131499 314384145 100 RABBI'S DISCRETIONARY FUND TEMPLE ISRAEL 5419 EAST BROAD STREET COLUMBUS OH 432131499 314384145 180 VISUAL TORAH CAMPAIGN TEMPLE ISRAEL 5419 EAST BROAD STREET COLUMBUS OH 432131499 314384145 500 CAMP SCHOLARSHIPS TEMPLE ISRAEL 5419 EAST BROAD STREET COLUMBUS OH 432131499 314384145 100 HAZON TORAH TEMPLE ISRAEL 5419 EAST BROAD STREET COLUMBUS OH 432131499 314384145 100 HATORAH CAMPAIGN THE BUCKEYE RANCH 5665 HOOVER RD GROVE CITY OH 43123 310642111 50000 CAPITAL CAMPAIGN THE COLUMBUS FOUNDATION 1234 EAST BROAD STREET COLUMBUS OH 43205 316044264 5600 PHILANTHROPY & GRANTMAKING THE MANHATTAN INSTITUTE 52 VANDERBILT AVE NEW YORK NY 10017 132912529 100000 HIGHER EDUCATION THE OHIO STATE UNIVERSITY 2400 OLENTANGY RIVER RD COLUMBUS OH 43210 316025986 940 WOSU STATIONS THE OHIO STATE UNIVERSITY 1480 WEST LANE AVE 125 COLUMBUS OH 43221 316025986 3750 COLLEGE OF DENTISTRY THE OHIO STATE UNIVERSITY 1480 WEST LANE AVE 125 COLUMBUS OH 43221 316025986 15300 DEPARTMENT OF ATHLETICS THE OHIO STATE UNIVERSITY 1480 WEST LANE AVE 125 COLUMBUS OH 43221 316025986 25 OSU PHYSICS DEPT THE OHIO STATE UNIVERSITY 1480 WEST LANE AVE 125 COLUMBUS OH 43221 316025986 2700 SCHOLARSHIP AWARDS THE OHIO STATE UNIVERSITY 1480 WEST LANE AVE 125 COLUMBUS OH 43221 316025986 500 PARKINSON'S PROJECT THE OHIO STATE UNIVERSITY 1480 WEST LANE AVE 125 COLUMBUS OH 43221 316025986 5725 HIGHER EDUCATION THE OHIO STATE UNIVERSITY 1871 NORTH HIGH STREET COLUMBUS OH 43210 316025986 30660 WEXNER CENTER FOR THE PERFORMING ARTS THEATRE ASPEN 110 EAST HALLAM 103 ASPEN CO 81611 742319032 10000 ARTISTIC, EDUCATION & COMMUNITY OUTREACH TUFTS-NEW ENGLAND MEDICAL CENTER 800 WASHINGTON ST 231 BOSTON MA 02111 043400617 25000 GENERAL AND REHABILITATIVE HEALTH SERVICES UJA FEDERATION OF NEW YORK 130 EAST 59TH ST NEW YORK NY 10022 510172429 30000 BUILD AND STRENGTHEN THE NEW YORK JEWISH COMMUNITY UNION FOR REFORM JUDAISM 9349 MOORE RD ZIONVILLE IN 46077 131663143 5583 SUPPORT FOR REFORM JEWISH CONGREGATIONS UNITED WAY - NEW YORK 2 PARK AVENUE 2ND FLOOR NEW YORK NY 10016 132617681 28000 PHILANTHROPY AND GRANTMAKING UNITED WAY OF CENTRAL OHIO PO BOX 951571 CLEVELAND OH 44193 314393712 51035 PHILANTHROPY AND GRANTMAKING UNITED WAY OF CENTRAL OHIO PO BOX 951571 CLEVELAND OH 44193 314393712 7500 CHAMPION OF CHILDREN VAAD HOIR 5519 NAICHE BLVD COLUMBUS OH 43213 311430767 21200 VAAD SUPERVISION WEXNER HERITAGE VILLAGE 1151 COLLEGE AVENUE COLUMBUS OH 43209 314417962 47698 LONG-TERM HEALTHCARE FOR DISABLED EDERLY INDIVIDUALS WEXNER HERITAGE VILLAGE 1151 COLLEGE AVENUE COLUMBUS OH 43209 314417962 2218 AUXILIARY WEXNER HERITAGE VILLAGE 1151 COLLEGE AVENUE COLUMBUS OH 43209 314417962 38750 HOME-BASED SERVICES WEXNER HERITAGE VILLAGE 1151 COLLEGE AVENUE COLUMBUS OH 43209 314417962 50000 DEMENTIA ASSISTED LIVING RESIDENCES WEXNER HERITAGE VILLAGE 1151 COLLEGE AVENUE COLUMBUS OH 43209 314417962 500 ELECTRONIC MEDICAL RECORD (EMR) READINESS PRE-ASSESSMENT WEXNER HERITAGE VILLAGE 1151 COLLEGE AVENUE COLUMBUS OH 43209 314417962 10000 COMPLIANCE PROGRAM WILLIAMS COLLEGE 75 PARK ST WILLIAMSTOWN MA 012672141 042104847 21500 ALUMNI FUND YOUNG LIFE OF COLUMBUS 1646 WEST LANE AVE COLUMBUS OH 43221 540385934 10000 H.S OUTREACH PROGRAMS YWCA OF COLUMBUS 65 SOUTH FOURTH STREET COLUMBUS OH 43215 314379597 5880 WOMEN'S HUMAN SERVICES 112 PROCEDURE FOR MONITORING GRANTS IN THE U.S.: PART I, LINE 2: SCHEDULE I, 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 149887 0 0 0 0 0 14727 0 15233 0 179847 0 0 0 X 52 1455133 SELLING PRICE 0 1 0 FORM 990, PART VI, SECTION A, LINE 2 FRAN AND REID WASSERSTROM ARE SPOUSES; ERIC WASSERSTROM IS THE NEPHEW OF FRAN AND REID; BRAD KASTAN'S MOTHER-IN-LAW IS LENORE SCHOTTENSTEIN. 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 ONE OR MORE OF 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. 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. CHANGES IN NET ASSETS OR FUND BALANCES: FORM 990, PART XI, LINE 5: NET UNREALIZED GAINS ON INVESTMENTS: 5,416,144. CHANGE IN ACCOUNTING METHOD -1,154,882. TOTAL TO FORM 990, PART XI, LINE 5: 4,261,262. AUDIT OVERSIGHT AND SELECTION PROCESS 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 1 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 1 N/A 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0