2011-05-13T15:12:29-05:00 2010-06-30 Deloitte Tax LLP 250 East Fifth Street Suite 1900 Cincinnati OH 45202 990 2009-07-01 311624973 Foundation for Talbert House FOUN 5137517747 2600 Victory Parkway Cincinnati OH 45206 Neil F Tilow 5137517747 2011-05-13 1 5137847100 2009 2016-02-24 21:20:13Z Tom Bentley 2600 Victory Parkway Cincinnati OH 45206 501595 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. 5 5 0 8 0 0 101640 323717 0 -103517 23098 0 -1877 346815 8600 10000 0 0 0 0 38961 38024 47561 48024 -49438 298791 846839 1208786 47 85 846792 1208701 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 30715 10000 Support operations of Talbert House, Inc. 30715 1 1 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 1 0 0 0 0 0 0 0 0 0 0 0 0 5 5 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 Tom Bentley 1.00 X X 0 0 0 Mary Clauder 1.00 X X 0 0 0 Ann Lugbill Esq 1.00 X 0 0 0 Kit Duvall 1.00 X 0 0 0 Leslie McNeill 1.00 X 0 0 0 Haluk Nural 0.00 X 0 0 0 Bill Bahl 1.00 X 0 0 0 Edgar Smith 0.00 X 0 0 0 Bill Dember 0.00 X 0 0 0 Don Holthaus 0.00 X 0 0 0 Pam Popp 0.00 X 0 0 0 Barbara Gould 1.00 X 0 0 0 John Silverman 1.00 X 0 0 0 Neil F Tilow 1.00 X X 0 0 0 0 0 0 0 0 0 0 0 323717 323717 21633 21633 156245 154780 1465 1465 1465 346815 0 0 23098 10000 10000 9500 9500 6665 6665 20715 20715 Miscellaneous 1144 0 1144 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 48024 30715 17309 0 101329 127800 100000 250000 561354 737293 84156 93693 846839 1208786 47 85 47 85 X 846792 1208701 846792 1208701 846839 1208786 X 0 1 1 X 0 X 148951 122692 118914 101640 323717 815914 148951 122692 118914 101640 323717 815914 815914 10610 15240 18779 18684 21633 84946 900860 0.90570 0.89190 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 Cash Surrender Value - Life Insurance Policiies 93693 93693 346815 48024 298791 53581 9537 63118 361909 393731 53581 -6665 46916 346815 0 346815 31822 -9537 -9537 41359 6665 6665 48024 Part X: Description of Uncertain Tax Positions Under FIN 48: Per the financial statements of Foundation for Talbert House, there is no ASC 740 (fka FIN 48) footnote for the current year. Part XI, Line 8 - Other Adjustments: Change in Cash Surrender Value - Life Insurance: 9537. Part XII, Line 2d - Other Adjustments: Investment Fee Netted Against Income: -6665. Part XIII, Line 2d - Other Adjustments: Changes in Cash Surrender Value of Life Insurance Policies: -9537. 1 Talbert House Inc 2600 Victory Parkway Cincinnati OH 45206 310713350 Section 501(c)(3) 10000 Support of Talbert House programs and 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 relationships, 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 2009. 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 5 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. Form 990, Part XI, Line 2: Explanation of Audited Financial Statements: The audited financial statements are overseen by Talbert House's audit committee.