2023-10-25T16:41:32-05:00 2022-12-31 314419361 GBQ PARTNERS LLC 230 WEST STREET SUITE 700 COLUMBUS OH 43215 990 2022-01-01 311045339 THE PAUL G DUKE FOUNDATION PAUL 6142514000 1234 EAST BROAD STREET COLUMBUS OH 43205 SCOTT HEITKAMP TREASURER 6142514000 2023-10-18 1 SCOTT HEITKAMP 999009999 0 KATHY M MOSELEY P00116760 6142242164 2023-10-18 3 AAL1 IAL1 2022 2023-04-26 12:10:37Z SCOTT HEITKAMP 1234 EAST BROAD STREET COLUMBUS OH 43205 714947 0 X N/A X 1983 OH TO BE A CATALYST TO ENHANCE THE QUALITY OF LIFE IN THE MIAMI COUNTY AREA. 7 7 0 0 0 0 0 364 0 0 1203628 353954 0 0 1203628 354318 295374 180877 0 0 0 0 0 0 0 44131 58338 339505 239215 864123 115103 11477810 9095249 214333 78000 11263477 9017249 X SEE SCHEDULE O. 0 0 100000 100000 0 HEALTH 25000 25000 0 URBAN AFFAIRS 24000 24000 0 EDUCATION 22000 22000 0 SOCIAL SERVICES 9877 9877 0 ARTS AND HUMANITIES 31877 31877 0 180877 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 1 1 0 0 0 0 0 0 0 0 0 1 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 1 1 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 X 7 7 0 0 0 0 0 0 0 1 1 0 0 0 1 1 1 1 0 0 0 0 OH X X THE COLUMBUS FOUNDATION 6142514000 1234 EAST BROAD STREET COLUMBUS OH 432051405 LINDA A DANIEL COMM. LIASION/PAST PRES/TRUSTEE 1.00 X X 0 0 0 WILLIAM J MCGRAW III VICE PRESIDENT/TRUSTEE 1.00 X X 0 0 0 RAYCE ROBINSON PRESIDENT/TRUSTEE 1.00 X X 0 0 0 DEBORAH MILLER SECRETARY/TRUSTEE 2.00 X X 0 0 0 WADE WESTFALL COMMUNITY LIASON 1.00 X 0 0 0 ALANDRA B BUERGER TRUSTEE (AS OF 12/21/22) 1.00 X 0 0 0 BART E DENLINGER TRUSTEE (AS OF 10/14/22) 1.00 X 0 0 0 DOUGLAS F KRIDLER ASSISTANT SECRETARY 0.50 50.00 X 0 605659 51618 SCOTT HEITKAMP ASSISTANT TREASURER 0.50 50.00 X 0 355752 58454 0 961411 110072 0 0 1 0 0 364 364 197534 197534 517049 360629 156420 156420 156420 354318 0 0 353954 180877 180877 34956 34956 4000 4000 3174 3174 476 476 OTHER EXPENSES 15532 15532 FILING FEE 200 200 239215 180877 58338 0 X 11770 11760 11466040 9083489 11477810 9095249 214333 78000 214333 78000 X 11263477 9017249 11263477 9017249 11477810 9095249 115103 -2361331 0 X X 0 1 X 0 0 X X X 1 THE COLUMBUS FOUNDATION 316044264 8 1 34956 0 1 34956 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 X 336599 0 336599 3174 14545 17719 354318 2582827 2346786 2346786 236041 3174 3174 239215 PART X, LINE 2: THE FOUNDATION IS RECOGNIZED AS EXEMPT FROM FEDERAL INCOME TAX UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE AND, THEREFORE, HAS MADE NO PROVISION FOR FEDERAL, STATE, OR LOCAL INCOME TAX IN THE ACCOMPANYING FINANCIAL STATEMENTS. THE FOUNDATION HAS ADOPTED THE PROVISIONS OF THE FINANCIAL ACCOUNTING STANDARDS BOARD (FASB) ACCOUNTING STANDARDS CODIFICATION (ASC) RELATING TO UNCERTAIN TAX POSITIONS. MANAGEMENT HAS REVIEWED ITS CURRENT AND PAST INCOME TAX POSITIONS AND HAS DETERMINED, BASED ON CLEAR AND UNAMBIGUOUS TAX LAW AND REGULATIONS, THAT THE TAX POSITIONS TAKEN ARE CERTAIN AND THAT THERE IS NO LIKELIHOOD THAT A MATERIAL TAX ASSESSMENT WOULD BE MADE IF THE RESPECTIVE GOVERNMENT AGENCY EXAMINED TAX RETURNS SUBJECT TO AUDIT. ACCORDINGLY, NO PROVISION FOR THE EFFECTS OF UNCERTAIN TAX POSITIONS HAS BEEN RECORDED. PART XI, LINE 4B - OTHER ADJUSTMENTS: REALIZED GAINS 14,545. PART XII, LINE 2D - OTHER ADJUSTMENTS: REALIZED GAINS -14,545. UNREALIZED LOSSES 2,361,331. 1 BRUKNER NATURE CENTER 5995 HORSESHOE BEND RD TROY OH 45373 310732613 501C3 8000 0 EDUCATION EDISON FOUNDATION EDISON STATE COMMUNITY COLLEGE 1973 EDISON DRIVE PIQUA OH 453569239 311379781 501C3 11000 0 EDUCATION HEALTH PARTNERS FREE CLINIC 1300 NORTH COUNTY ROAD 25-A TROY OH 45373 311596731 501C3 30000 0 HEALTH MAPLE TREE CANCER ALLIANCE 425 N FINDLAY ST DAYTON OH 45404 274113397 501C3 20000 0 HEALTH MIAMI COUNTY CONTINUUM OF CARE 180 E RACE ST TROY OH 45373 272135208 501C3 25000 0 URBAN AFFAIRS MIAMI COUNTY DENTAL CLINIC 70 TROY TOWN DRIVE TROY OH 45373 204901192 501C3 30000 0 HEALTH NATIONAL SOCIETY TO PREVENT BLINDNESS - 1500 W THIRD AVE SUITE 200 COLUMBUS OH 43212 363667121 501C3 7500 0 HEALTH SHELBY COUNTY UNITED WAY 232 S OHIO AVE SIDNEY OH 45365 344473288 501C3 12500 0 HEALTH TROY SENIOR CITIZENS CENTER 134 N MARKET ST TROY OH 45373 316057839 501C3 12000 0 SOCIAL SERVICES 9 PART I, LINE 2: GRANT APPLICANTS SUBMIT PROPOSALS THAT ARE REVIEWED BY THE BOARD AND THEN REPORTS ARE SUBMITTED BY MOST RECIPIENT ORGANIZATION AT THE END OF THE GRANT PERIOD. SOME OF THEIR GRANTS ARE MADE AT THE RECOMMENDATION OF THE TRUSTEES, WITHOUT PROPOSALS OR FINAL REPORTS. 0 0 0 0 0 0 0 0 0 DOUGLAS F KRIDLER ASSISTANT SECRETARY 0 504162 0 101497 0 0 0 30500 0 21118 0 657277 0 0 SCOTT HEITKAMP ASSISTANT TREASURER 0 316461 0 39291 0 0 0 30500 0 27954 0 414206 0 0 FORM 990, PART III, LINE 1, DESCRIPTION OF ORGANIZATION MISSION: STATEMENT OF PRINCIPLES GRANTS MAY BE MADE TO CHARITABLE ORGANIZATIONS IN THE MIAMI COUNTY REGION (INCLUDES COUNTIES CONTIGUOUS TO MIAMI COUNTY) AND CENTRAL OHIO. SPECIAL EMPHASIS WILL BE PLACED ON GRANTS TO CHARITABLE ORGANIZATIONS IN THE MIAMI COUNTY REGION. GENERALLY, 75 PERCENT OF AVAILABLE GRANTMAKING FUNDS SHALL BE DESIGNATED FOR USE IN THE MIAMI COUNTY REGION AND 25 PERCENT OF AVAILABLE GRANTMAKING FUNDS SHALL BE DESIGNATED FOR USE IN CENTRAL OHIO. IN THE EVENT THAT THERE ARE INSUFFICIENT ACCEPTABLE REQUESTS FROM THE MIAMI COUNTY REGION TO REACH THE DESIGNATED 75 PERCENT, EXCESS FUNDS WILL BE RESERVED FOR FUTURE DISPOSITION IN THE MIAMI OHIO COUNTY REGION. THIS STATEMENT UNDERSCORES THE FOUNDATIONS ROOTS IN MIAMI COUNTY; HOWEVER, THE BOARD MAY IN ITS DISCRETION AUTHORIZE GRANTS TO CHARITABLE ORGANIZATIONS OUTSIDE THE MIAMI COUNTY AND CENTRAL OHIO REGIONS. THE FOUNDATION WILL HONOR PAUL DUKES CONCERN FOR CHILDREN, FAMILIES, AND THE MOST NEEDY MEMBERS OF SOCIETY. FORM 990, PART VI, SECTION B, LINE 11B 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 AS APPLICABLE. THE RETURN IS ALSO POSTED TO A SECURE PORTAL FOR VIEWING, AND THE RETURN IS ALSO AVAILABLE UPON REQUEST. FORM 990, PART VI, SECTION B, LINE 12C ANNUALLY, TRUSTEES ARE REQUIRED, IN WRITING, TO CONFIRM BOTH THEIR UNDERSTANDING OF THE FOUNDATION'S CONFLICT OF INTEREST POLICY, AND THAT HE/SHE IS IN COMPLIANCE WITH IT. FORM 990, PART VI, SECTION B, LINE 15 FORM 990, PART VI, SECTION B, LINES 15A & B: TOP OFFICIALS ARE NOT COMPENSATED FORM 990, PART VI, SECTION C, LINE 18 THE ORGANIZATION'S FORMS 1023 AND 990 ARE AVAILABLE UPON REQUEST. FURTHER, THE ORGANIZATION'S FORM 990 IS AVAILABLE AT WWW.GUIDESTAR.ORG FORM 990, PART VI, SECTION C, LINE 19 THIS ORGANIZATION MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST. FORM 990, PART X: LINE 11 AND LINE 12 PRIOR YEAR BALANCES WERE RECLASSIFIED FOR PRESENATION PURPOSES ONLY. FORM 990, PART XII, LINE 2C THE ORGANIZATION DOES NOT HAVE A FORMAL COMMITTEE WITH SPECIFIC DUTIES TO OVERSEE THE AUDIT AND THE SELECTION OF THE INDEPENDENT ACCOUNTANT. HOWEVER, THE FOUNDATION'S FINANCIAL STATEMENTS ARE REVIEWED BY THE ENTIRE BOARD OF TRUSTEES EITHER AT A FORMAL BOARD MEETING, OR BY MEANS OF AN "ACTIONS WITHOUT A MEETING", OR THEY ARE DISTRIBUTED TO THE BOARD OF TRUSTEES VIA E-MAIL OR MAIL WITHOUT A FORMAL BOARD MEETING OR "ACTIONS WITHOUT A MEETING". AN OFFICER OF THE FOUNDATION, EITHER THE TREASURER OR ASSISTANT TREASURER PRESENTS OR E-MAILS OR MAILS THE AUDITED FINANCIAL STATEMENTS. SIMILARLY, ANY DISCUSSION REGARDING THE SELECTION AND RETENTION OF THE INDEPENDENT ACCOUNTANT IS DONE AT THE BOARD LEVEL. THESE PROCESSES REMAIN UNCHANGED FROM THE PRIOR YEAR. 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