2011-03-24T10:24:26-05:00 2010-06-30 CLARK SCHAEFER HACKETT & CO 150 E CAMPUS VIEW BLVD SUITE 100 COLUMBUS OH 43235 990 2009-07-01 237150505 COLUMBUS BAR FOUNDATION COLU 6142214112 175 S THIRD ST 11TH FLOOR No 1100 COLUMBUS OH 43215 FORDHAM E HUFFMAN 6142214112 2011-03-17 1 Jane E Pfeifer 6148852208 2011-03-17 2009 2016-02-24 21:20:13Z FRANK DUFFY 175 S THIRD ST 11TH FLOOR No 1100 COLUMBUS OH 43215 586138 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 133569 400086 14100 33250 -12137 -34536 -5667 23291 129865 422091 63191 240090 0 0 0 20000 128091 272559 191282 512649 -61417 -90558 2734552 2643994 0 2734552 2643994 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 287500 240090 33250 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. 287500 1 1 0 0 0 0 0 0 1 1 1 0 0 0 0 0 0 0 1 0 0 1 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 1 0 1 5 0 1 0 0 0 0 0 0 1 1 0 0 0 19 19 0 0 0 0 1 1 1 1 1 0 0 1 1 1 1 1 1 1 1 0 OH X FRANK L DUFFY 6142214112 175 S THIRD ST 11TH FLOOR COLUMBUS OH 43215 CHARLES W WARNER 2.00 X X 0 0 0 FRANK A RAY 6.00 X X 0 0 0 FORDHAM E HUFFMAN 2.00 X X 0 0 0 DAVID W ALEXANDER 1.00 X 0 0 0 SHARON CHAPPELEAR 1.00 X 0 0 0 PAUL GIORGIANNI 1.00 X 0 0 0 HON CARRIE E GLAEDEN 1.00 X 0 0 0 FRANCINE JACOBS 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 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 DAVID S BLOOMFIELD JR 1.00 X 0 0 0 BENJAMIN L ZOX 2.00 X 20000 0 0 BELINDA BARNES 1.00 X 0 0 0 MICHAEL CARPENTER 1.00 X 0 0 0 HON GUY L REECE II 1.00 X 0 0 0 MARION SMITHBERGER 11.00 X 0 129906 23138 20000 129906 23138 0 0 1 0 0 33900 366186 400086 ESTATE PLANNING SEMINA 541100 11720 11720 BODIKER CRIMINAL JUSTI 541100 9800 9800 ANNUAL MEETING 541100 6090 6090 CHESTER PROFESSIONALIS 541100 5640 5640 33250 48879 48879 29023 112438 -83415 -83415 -83415 74900 33900 51609 23291 23291 422091 33250 0 -11245 240090 240090 14050 14050 16427 16427 6460 6460 40016 37496 2520 4357 4357 CBA PAYMENT 156744 156744 PROFESSIONAL FEES-DEVEL 20000 20000 BANK CHARGES/MISCELLANE 8689 7054 1635 FACILITY 3010 2860 150 MEALS AND ENTERTAINMENT 2806 2806 512649 287500 205149 20000 252685 325651 16426 12599 8183 3827 2473684 2314516 2734552 2643994 0 0 X 1686451 1751678 736914 581129 311187 311187 2734552 2643994 2734552 2643994 X 0 1 1 X 0 X 630581 399778 428351 597227 400086 2456023 630581 399778 428351 597227 400086 2456023 465678 1990345 100073 135194 197881 132575 48879 614602 107465 60704 94321 3291 265781 3336406 120418 0.59660 0.61460 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 339514 -7915 7265 324334 348566 -2193 6859 339514 0.95950 0.04050 0 0 16426 12599 3827 3827 422091 512649 -90558 0 -90558 473700 51609 51609 422091 0 422091 564258 51609 51609 512649 0 512649 Part V, Line 4: Description of Intended Use of Endowment Funds: 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. Part X: Description of Uncertain Tax Positions Under FIN 48: 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 2006-2009. 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: 51609. Part XIII, Line 2d - Other Adjustments: FUNDRAISING EXPENSES: 51609. CFB GALA 91900 33900 58000 17767 28896 BODIKER DINNER 12500 12500 104400 33900 70500 17767 28896 46663 23837 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) 82145 CBA RESIDENCY GRANT LEGAL AID SOCIETY 1108 CITY PARK AVENUE COLUMBUS OH 43206 314416407 501(c)(3) 100000 DELIVERY OF LEGAL SERVICES GRANT OHIO CENTER FOR LAW RELATED EDUCATION 1700 LAKE SHORE DRIVE COLUMBUS OH 43204 311124428 501(c)(3) 6000 2009 STAN ROSS CONTRIBUTION SHERIDAN HIGH SCHOOL 8725 SHERIDAN ROAD NW THORNVILLE OH 43076 316402621 501(c)(3) 5000 2010 ELAM PRO BONO AWARD NATIONWIDE CHILDREN'S HOSPITAL FOUNDATION 700 CHILDRENS DRIVE COLUMBUS OH 43205 311036370 501(C)(3) 7520 GRANT TO SPONSOR THE ROCK AND BOWL AND CONTRIBUTION FROM WESTON HURD 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. X X X 0 0 0 0 0 0 0 0 0 MARION SMITHBERGER 0 129906 0 0 0 0 0 12507 0 10631 0 153044 0 0 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 OF MEMBERS. 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 MEMBERS ARE ASKED ANNUALLY TO REVIEW THE CONFLICT POLICY. IF CONFLICTS ARISE THROUGHOUT THE YEAR THEY ARE HANDLED ON A CASE BY CASE BASIS. Form 990, Part VI, Section B, line 15 THE PROCEDURES USED TO DETERMINE COMPENSATION ARE FOLLOWED BY A RELATED ENTITY. Form 990, Part VI, Section C, line 19 THE DOCUMENTS ARE AVAILABLE UPON REQUEST. FORM 990, PART XI, LINE 2C: THE PROCESS FOR OVERSIGHT OF THE AUDIT HAS NOT CHANGED FROM PRIOR YEAR. COLUMBUS BAR ASSOCIATION 175 S THIRD STREET SUITE 1100 COLUMBUS OH 43215 311106236 PROFESSIONAL ASSOCIATION OH 501(c)(6) N/A 0 0 1 0 0 0 0 0 0 0 0 0 1 1 0 0 0 0 COLUMBUS BAR ASSOCIATION M 23512 COLUMBUS BAR ASSOCIATION C 82145 COLUMBUS BAR ASSOCIATION N 133232