2012-05-15T15:02:12-05:00 2011-06-30 Deloitte Tax LLP 250 East Fifth Street Suite 1900 Cincinnati OH 45202 990 2010-07-01 311624973 Foundation for Talbert House FOUN 5137517747 2600 Victory Parkway Cincinnati OH 45206 Neil F Tilow 5137517747 2012-05-15 1 Matt Montgomery 5137847100 2010 2016-02-24 21:20:13Z Tom Bentley 2600 Victory Parkway Cincinnati OH 45206 961280 0 X www.talberthouse.org X 1998 OH To solely serve as a Foundation for Talbert House, Inc. for the purpose of carrying on and furthering the success of that organization. 11 11 0 11 0 0 323717 766830 0 0 23098 11349 0 0 346815 778179 10000 32600 0 0 0 0 0 0 0 38024 33112 48024 65712 298791 712467 1208786 2091796 85 525 1208701 2091271 The mission of the Foundation for Talbert House is to provide financial and fundraising support that leaves a legacy for Talbert House, Inc. to provide critical services in the future. 0 0 44033 32600 Support operations of Talbert House, Inc. 44033 1 1 0 0 0 0 0 0 0 0 0 0 0 0 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 0 0 0 0 0 0 0 0 0 0 0 0 0 X 11 11 0 0 0 0 0 0 0 1 0 0 0 1 1 1 1 1 1 0 0 0 X Bill Hostler 5137517747 2600 Victory Parkway Cincinnati OH 45206 X X Tom Bentley 1.00 X X 0 0 0 Mary Clauder 1.00 X X 0 0 0 Ann Lugbill Esq 1.00 X X 0 0 0 Kit Duvall 1.00 X 0 0 0 Leslie McNeill 1.00 X 0 0 0 Mark Davis 1.00 X 0 0 0 Peter Hiltz 1.00 X 0 0 0 Bill Laverty 1.00 X 0 0 0 Jim Niehaus 1.00 X 0 0 0 Sue Sanders 1.00 X 0 0 0 Susan Stegman 1.00 X 0 0 0 Dotsy Klei 1.00 X X 0 0 0 Neil F Tilow 1.00 X X 0 0 0 0 0 0 0 0 0 0 0 766830 766830 19189 19189 175261 183101 -7840 -7840 -7840 778179 0 0 11349 32600 32600 9600 9600 12079 12079 11165 11165 268 268 65712 44033 21679 0 127800 395237 250000 500000 737293 1102334 93693 94225 1208786 2091796 85 525 85 525 X 1208701 1841271 250000 1208701 2091271 1208786 2091796 X 712467 170103 X X 0 1 1 X 0 X 122692 118914 101640 323717 766830 1433793 122692 118914 101640 323717 766830 1433793 1433793 15240 18779 18684 21633 19189 93525 1527318 0.93880 0.90570 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 778179 65712 712467 169571 532 170103 882570 936203 169571 532 170103 766100 12079 12079 778179 53633 0 53633 12079 12079 65712 Part XI, Line 8 - Other Adjustments: Change in Cash Surrender Value - Life Insurance 532. Part XII, Line 2d - Other Adjustments: Change in Cash Surrender Value of Insurance Policies 532. Part X: The Organization is a not-for-profit entity exempt from federal income taxes under provisions of Section 501(c)(3) of the Internal Revenue Code. The Organization has adopted the provisions of FASB ASC 740-10-25, which requires that a tax position be recognized or derecognized based on a "more likely than not" threshold. This applies to positions taken or expected to be taken in a tax return. The Organization does not believe its financial statements include any uncertain tax positions. 1 Talbert House Inc 2600 Victory Parkway Cincinnati OH 45206 310713350 Section 501(c)(3) 32600 Support for Talbert House programs & activities. 1 0 Procedure for Monitoring Grants in the U.S.: Part I, Line 2: Schedule I, Part I, Line 2: The Foundation's Board of Trustees employs several processes for monitoring the use of its grant funds. These include: independent review of grantee's programs by the Foundation Board; review and examination of grantee's financial statements and Independent Auditor's Reports; discussion with key management and personnel of the grantee; and receipt of regular reports from the grantee. Form 990, Part VI, Section A, line 8b There are no separate committees that have the authority to act on behalf of the governing body for Foundation for Talbert House. Form 990, Part VI, Section B, line 11 The Form 990 is reviewed by both senior finance staff and the public accounting firm that assists in its preparation. The Form 990 is then presented to senior management and to the Finance Committee of the Board of Trustees for review. The Form 990 is electronically sent to all Board of Director members prior to its filing. Form 990, Part VI, Section B, line 12c Board of Directors are required to disclose annually any business relationship (including Board membership or employment), personal relationship, and other relationships that they or their families have with any other Foundation Board members, former Board members, or the President/CEO of Talbert House Inc. No such relationships were reported in FY 2010. Form 990, Part VI, Section C, line 19 The Foundation makes Form 990 returns, Letter(s) of Determination, and other information as required available upon request. Form 990, Part VII: There are currently 11 voting members of the Board of Trustees. The President and Chair of Talbert House are ex-officio members of the Board of Trustees of Foundation for Talbert House, but have no voting rights, except that any change in the organization's purpose must be approved by both of these members. Changes in Net Assets or Fund Balances: Form 990, Part XI, line 5: Net unrealized gains on investments: 169,571. Change in Cash Surrender Value - Life Insurance 532. Total to Form 990, Part XI, Line 5: 170,103. Explanation of Audited Financial Statements: Form 990, Part XII, Line 2: The audited financial statements are overseen by the Talbert Houses's audit committee.