2011-11-15T09:14:33-06:00 2011-06-30 JOHN GERLACH & COMPANY 37 WEST BROAD STREET COLUMBUS OH 43215 990 2010-07-01 311409264 NEW ALBANY COMMUNITY FOUNDATION NEWA 6149398150 220 MARKET STREET SUITE 205 NEW ALBANY OH 43054 J CRAIG MOHRE 6149398150 2011-11-14 TJ CONGER CPA 6142242164 2010 2016-02-24 21:20:13Z J CRAIG MOHRE 220 MARKET STREET SUITE 205 NEW ALBANY OH 43054 3002701 0 X NEWALBANYFOUNDATION.ORG X 1994 OH THE FOUNDATION'S MISSION IS TO IMPROVE NEW ALBANY FOR THE BENEFIT OF ALL OF ITS CITIZENS 14 14 2 60 0 0 578479 2945457 36000 46000 9175 110 0 0 623654 2991567 258951 294251 0 0 136934 153012 0 0 137208 219019 236824 614904 684087 8750 2307480 5970911 9000045 199073 216134 5771838 8783911 X THE NEW ALBANY COMMUNITY FOUNDATION'S MISSION IS TO ASSIST DONORS AND OTHERS IN STRENGTHENING AND IMPROVING NEW ALBANY FOR THE BENEFIT OF ALL OF ITS RESIDENTS.THE NEW ALBANY COMMUNITY FOUNDATION IS COMMITTED TO ENRICHING THE LIVES OF NEW ALBANY RESIDENTS, BUSINESSES AND ORGANIZATIONS BY SUPPORTING PHILANTHROPIC INITIATIVES TO BENEFIT THIS AND FUTURE GENERATIONS. 0 0 59169 45925 EDUCATION 319937 248326 ARTS AND HUMANITIES 131497 46000 THE ANNUAL REMARKABLE EVENING EVENT PROVIDES INTELLECTUALLY STIMULATING AND ENTERTAINING PROGRAMMING FOR THE CITIZENS OF NEW ALBANY WHILE SUPPORTING WORTHY COMMUNITY CAUSES SUCH AS THE LIBRARY BOOK COLLECTION, THE JEANNE B. MCCOY COMMUNITY CENTER FOR THE ARTS AND A MYRIAD OF OTHER ENRICHING PROGRAMS. LAST YEAR, MORE THAN 460 GUESTS ATTENDED THIS EVENT.THE NEW ALBANY CLASSIC SIGNATURE SERIES WAS INITIATED IN 1999. IT IS A PROGRAM OF COMMUNITY BASED ACTIVITIES PRESENTED EACH YEAR IN NEW ALBANY. DEVELOPED AND SUPPORTED BY THE NEW ALBANY COMPANY, NEW ALBANY REALTY, AND THE WEXNER FAMILY THROUGH A GRANT TO THE NEW ALBANY COMMUNITY FOUNDATION, THE SERIES CONTRIBUTES TO THE QUALITY OF LIFE FOR FAMILIES IN NEW ALBANY AND SURROUNDING COMMUNITIES BY PRESENTING EVENTS AND ACTIVITIES THAT EMPHASIZE HEALTH AND WELLNESS, LIFE-LONG LEARNING, AND CONCERN FOR THE GREATER GOOD. 510603 1 1 0 0 0 0 0 0 0 1 0 0 1 1 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 5 0 1 2 1 0 0 0 0 0 1 1 0 0 0 0 X 14 14 0 0 0 0 0 0 0 1 1 0 0 0 0 0 0 1 0 0 OH X X THE COLUMBUS FOUNDATION 6142514000 1234 EAST BROAD STREET COLUMBUS OH 43205 CARL V ENGLISH 2.00 X X 0 0 0 CINDY HILSHEIMER 2.00 X X 0 0 0 MICHAEL DEASCENTIS JR 2.00 X X 0 0 0 IRA SHARFIN 2.00 X X 0 0 0 WILLIAM G EBBING 2.00 X 0 0 0 RICH RAMSEY 2.00 X 0 0 0 BARBARA J SIEMER 2.00 X 0 0 0 DIANE NYE 2.00 X 0 0 0 YAROMIR STEINER 2.00 X 0 0 0 MERVIN DUNN 2.00 X 0 0 0 JONATHAN RAMSDEN 2.00 X 0 0 0 KIRT WALKER 2.00 X 0 0 0 PHIL HEIT PHD 2.00 X 0 0 0 PATTI STEINOUR 2.00 X 0 0 0 J CRAIG MOHRE 40.00 X 107293 0 5231 107293 0 5231 1 0 0 0 0 2945457 11134 2945457 REMARKABLE EVENING PRO 900099 46000 46000 46000 215 215 11029 11134 -105 -105 -105 2991567 46000 0 110 294251 294251 117506 41392 11826 64288 22121 7742 2212 12167 1202 156 45 1001 12183 4264 1218 6701 651 228 65 358 13322 4663 1332 7327 3177 1112 318 1747 20417 7146 2042 11229 18787 6252 2710 9825 23140 8099 2314 12727 1915 1915 4675 1636 468 2571 SPECIAL PROGRAM EVENTS 131497 131497 MISCELLANEOUS 9269 27 9200 42 FOOD & ENTERTAINMENT 6109 2138 611 3360 BAD DEBT EXPENSE 3865 3865 684087 510603 36276 137208 66463 114106 1284472 961562 16999 44469 26925 13473 13567 13452 4589410 7866456 5970911 9000045 21305 13415 177768 202719 199073 216134 X 4487366 7638959 1284472 1144952 5771838 8783911 5970911 9000045 X 2307480 704593 X X 0 1 1 X 0 X 2430698 1367953 759080 578479 2945457 8081667 2430698 1367953 759080 578479 2945457 8081667 2771949 5309718 17945 20603 575 9276 215 48614 8130281 117000 0.65310 0.58910 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 7763 7763 0 19162 5710 13452 13452 BENFICIAL INTEREST IN ASSETS HELD BY OTHERS 7866456 7866456 ORGANIZATION ENDOWMENT FUNDS HELD FOR OTHERS 202719 202719 2991567 684087 2307480 704593 704593 3012073 3706102 9942 704593 714535 2991567 0 2991567 694029 9942 9942 684087 0 684087 DESCRIPTION OF UNCERTAIN TAX POSITIONS UNDER FIN 48: PART X: THE FOUNDATION IS EXEMPT FROM FEDERAL INCOME TAX UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE. ACCORDINGLY, THE ACCOMPANYING FINANCIAL STATEMENTS INCLUDE NO PROVISION FOR INCOME TAXES. THE FOUNDATION HAS ADOPTED THE PROVISIONS OF THE FINANCIAL ACCOUNTING STANDARDS BOARD (FASB) ACCOUNTING STANDARDS CODIFICATION (ASC) RELATING TO UNCERTAIN TAX PROVISIONS. THE FOUNDATION DOES NOT BELIEVE ITS FINANCIAL STATEMENTS INCLUDE ANY UNCERTAIN TAX PROVISIONS. THE FOUNDATION IS NO LONGER SUBJECT TO INCOME TAX EXAMINATIONS BY THE U.S. FEDERAL, STATE AND LOCAL TAX AUTHORITIES FOR YEARS BEFORE 2007. PART XI, LINE 8 - OTHER ADJUSTMENTS: INCREASE IN BENEFICIAL INTEREST HELD BY OTHERS 704,593. PART XII, LINE 2D - OTHER ADJUSTMENTS: INCREASE IN BENEFICIAL INTEREST IN ASSETS HELD BY OTHERS 704,593. 1 COLUMBUS AND CENTRAL OHIO CHILDREN'S CHORUS FOUNDATION 760 EAST BROAD STREET COLUMBUS OH 43205 311455959 501C3 2500 ARTS AND HUMANITIES HEALTHY NEW ALBANY PO BOX 508 NEW ALBANY OH 43054 203840246 501C3 1500 ARTS AND HUMANITIES JEANNE B MCCOY COMMUNITY CENTER FOR THE ARTS CORPORATION PO BOX 508 NEW ALBANY OH 43054 260388623 501C3 50000 ARTS AND HUMANITIES JEANNE B MCCOY COMMUNITY CENTER FOR THE ARTS CORPORATION PO BOX 508 NEW ALBANY OH 43054 260388623 501C3 10000 EDUCATION JEANNE B MCCOY COMMUNITY CENTER FOR THE ARTS CORPORATION PO BOX 508 NEW ALBANY OH 43054 260388623 501C3 50000 ARTS AND HUMANITIES JEANNE B MCCOY COMMUNITY CENTER FOR THE ARTS CORPORATION PO BOX 508 NEW ALBANY OH 43054 260388623 501C3 10000 EDUCATION JEANNE B MCCOY COMMUNITY CENTER FOR THE ARTS CORPORATION PO BOX 508 NEW ALBANY OH 43054 260388623 501C3 50000 ARTS AND HUMANITIES JEANNE B MCCOY COMMUNITY CENTER FOR THE ARTS CORPORATION PO BOX 508 NEW ALBANY OH 43054 260388623 501C3 53826 ARTS AND HUMANITIES JUNIOR ACHIEVEMENT OF CENTRAL OHIO 68 E 2ND AVENUE COLUMBUS OH 43201 841267604 501C3 15000 ARTS AND HUMANITIES NEW ALBANY ARTS COUNCIL PO BOX 151 NEW ALBANY OH 43054 311406682 501C3 5000 ARTS AND HUMANITIES NEW ALBANY ARTS COUNCIL PO BOX 151 NEW ALBANY OH 43054 311406682 501C3 5000 ARTS AND HUMANITIES NEW ALBANY CHILDREN'S BALLET THEATER 5051 FOREST DRIVE NEW ALBANY OH 43054 571162982 501C3 2500 ARTS AND HUMANITIES NEW ALBANY CHILDREN'S BALLET THEATER 5051 FOREST DRIVE NEW ALBANY OH 43054 571162982 501C3 3000 ARTS AND HUMANITIES NEW ALBANY ELEMENTARY 87 HIGH STREET NEW ALBANY OH 43054 311667187 501C3 6000 EDUCATION NEW ALBANY SYMPHONY ORCHESTRA PO BOX 322 NEW ALBANY OH 43054 510657626 501C3 5000 ARTS AND HUMANITIES NEW ALBANY SYMPHONY ORCHESTRA PO BOX 322 NEW ALBANY OH 43054 510657626 501C3 5000 ARTS AND HUMANITIES NEW ALBANY-PLAIN LOCAL SCHOOL DISTRICT 55 NORTH HIGH STREET NEW ALBANY OH 43054 316400868 501C3 6000 EDUCATION NEW ALBANY-PLAIN LOCAL SCHOOL DISTRICT 55 NORTH HIGH STREET NEW ALBANY OH 43054 316400868 501C3 6250 EDUCATION NEW ALBANY-PLAIN LOCAL SCHOOL DISTRICT 55 NORTH HIGH STREET NEW ALBANY OH 43054 316400868 501C3 5000 EDUCATION NEW ALBANY-PLAIN LOCAL SCHOOL DISTRICT 55 NORTH HIGH STREET NEW ALBANY OH 43054 316400868 501C3 175 EDUCATION VILLAGE OF NEW ALBANY PO BOX 188 NEW ALBANY OH 43054 310649470 501C3 2500 EDUCATION 10 PROCEDURE FOR MONITORING GRANTS IN THE U.S.: PART I, LINE 2: SCHEDULE I, PART I, LINE 2: GRANT APPLICANTS SUBMIT PROPOSALS THAT ARE REVIEWED BY STAFF AND THE GRANTS COMMITTEE BEFORE VOTE BY THE BOARD AND THEN REPORTS ARE SUBMITTED BY THE RECIPIENT ORGANIZATION AT THE END OF THE GRANT PERIOD. THE COLUMBUS FOUNDATION WILL PROVIDE THE APPLICANT WITH OVERSIGHT OF DISTRIBUTIONS. AN INDEPENDENT AUDIT OF THE APPLICANTS GRANT AND INVESTMENT ACTIVITIES WILL BE PERFORMED EACH YEAR. THE COLUMBUS FOUNDATION WILL PROVIDE THE APPLICANTS BOARD OF DIRECTORS WITH RESEARCH AND INFORMATION ON COMMUNITY NEEDS TO AID IN SELECTION OF GRANT RECIPIENT ORGANIZATIONS. THE COLUMBUS FOUNDATION WILL VERIFY POTENTIAL GRANTEES CHARITABLE STATUS, AS WELL AS PROVIDE THE APPLICANTS BOARD OF DIRECTORS WITH RESEARCH ON THE POTENTIAL GRANTEES ORGANIZATIONAL AND PROGRAM ACTIVITIES. THE APPLICANTS BOARD OF DIRECTORS THEN WILL SELECT APPROPRIATE GRANT RECIPIENT ORGANIZATIONS. FORM 990, PART VI, SECTION B, LINE 11 TO FACILITATE THE TIMELY FILING OF THE FORM 990, THE RETURN IS NOT REVIEWED PRIOR TO ITS FILING BY ALL TRUSTEES. THE RETURN IS, HOWEVER, AVAILABLE FOR REVIEW AT THE NEXT REGULARLY SCHEDULED BOARD MEETING. FORM 990, PART VI, SECTION B, LINE 15A THE ORGANIZATIONS EXECUTIVE DIRECTORS COMPENSATION IS REVIEWED BY THE INDEPENDENT BOARD. THE PROCESS INCLUDES AN ANALYSIS OF COMPARABLE DATA OBTAINED FROM SOURCES SUCAH AS THE COUNCIL ON FOUNDATIONS AND OHIO GRANTMAKERS. THE BOARD VOTES ON RECOMMENDATIONS FOR COMPENSATION ADJUSTMENTS MADE BY THE COLUMBUS FOUNDATION, THAT ASSISTS THE ORGANIZATION IN ITS OPERATIONS. THE BOARD DISCUSSIONS AND DECISIONS REGARDING THE COMPENSATION AND ADJUSTMENTS ARE SUBSTANTIATED IN THE BOARD MEETING MINUTES. THE BOARD DOES NOT HAVE ANY KEY EMPLOYEES AND IT DOES NOT COMPENSATE ANY BOARD OFFICERS. FORM 990, PART VI, SECTION C, LINE 18 THE ORGANIZATION'S FORMS 1023 AND 990 ARE AVAILABLE UPON REQUEST. FURTHER, THE ORGANIZATION'S FORMS 990 IS AVAILABLE ON ANOTHER'S WEBSITE: WWW.GUIDESTAR.ORG FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS, FINANCIAL STATEMENTS, AND POLICIES AVAILABLE UPON WRITTEN REQUEST. FORM 990, PART VI, SECTION B, LINE 12A: AT THE END OF THE ORGANIZATION'S FISCAL YEAR, IT DID NOT HAVE A FORMAL, WRITTEN CONFLICT OF INTEREST POLICY. HOWEVER, IN OCTOBER 2011 THE ORGANIZATION DID FORMALLY ADOPT A WRITTEN CONFLICT OF INTEREST POLICY FOR ITS BOARD. CHANGES IN NET ASSETS OR FUND BALANCES: FORM 990, PART XI, LINE 5: INCREASE IN BENEFICIAL INTEREST HELD BY OTHERS 704,593. TOTAL TO FORM 990, PART XI, LINE 5: 704,593. PROCESS FOR OVERSEEING AUDIT FORM 990, PART XII, LINE 2C: THE FINANCE COMMITTEE OF THE NEW ALBANY COMMUNITY FOUNDATION REVIEWS THE AUDIT EACH YEAR AND SELECTION OF THE INEDEPENDENT ACCOUNTANT. THIS PROCESS REMAINS UNCHANGED FROM THE PRIOR YEAR.