2023-11-09T15:54:11-06:00 2022-12-31 202122306 GBQ PARTNERS LLC 230 WEST STREET SUITE 700 COLUMBUS OH 43215 990 2022-01-01 311253442 THE ROBERT F WOLFE & EDGAR T WOLFE FOUNDATION ROBE 6142514000 1234 E BROAD ST COLUMBUS OH 43205 SCOTT G HEITKAMP ASST TREASURER 6142514000 2023-11-07 1 SCOTT HEITKAMP 999009999 0 KATHY M MOSELEY P00116760 6142211120 2023-11-07 3 AAL1 IAL1 2022 2023-04-26 12:10:37Z SCOTT HEITKAMP 1234 E BROAD ST COLUMBUS OH 43205 115732220 0 X N/A X 1989 OH SEE SCHEDULE O. 5 5 0 0 -624819 0 0 92641124 0 0 13523739 6325476 138857 -539785 13662596 98426815 13362000 30432000 0 0 0 0 0 0 0 1279925 1281401 14641925 31713401 -979329 66713414 266845111 383864315 359239 23021885 266485872 360842430 X THE ROBERT F WOLFE & EDGAR T WOLFE FOUNDATION IS A SUPPORTING ORGANIZATION OF THE COLUMBUS FOUNDATION. THE PURPOSE OF THE ROBERT F WOLFE AND EDGAR T WOLFE FOUNDATION IS TO SUPPORT CHARITABLE ORGANIZATIONS WHICH BENEFIT THE COMMUNITY. 0 0 25282000 25282000 0 HEALTH 3092000 3092000 0 EDUCATION 2010000 2010000 0 SOCIAL SERVICES 38000 38000 0 ADVANCING PHILANTHROPY 10000 10000 0 URBAN AFFAIRS 48000 48000 0 30432000 1 1 0 0 0 0 0 0 0 0 0 1 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 1 0 0 0 0 1 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 X 5 5 1 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 ANN I WOLFE TRUSTEE/CHAIR 1.00 X X 0 0 0 BRUCE A SOLL TRUSTEE/TREASURER 1.00 X X 0 0 0 SARA WOLFE PERRINI TRUSTEE/VICE CHAIR 1.00 X X 0 0 0 PAMELA T FARBER TRUSTEE 1.00 X 0 0 0 JEFF KAPLAN TRUSTEE 1.00 X 0 0 0 KATHERINE I WOLFE LLOYD SECRETARY 1.00 X 0 0 0 DOUGLAS F KRIDLER PRESIDENT/ASST SECY 0.50 50.00 X 0 605659 51618 SCOTT HEITKAMP ASST TREASURER 0.50 50.00 X 0 355752 58454 0 961411 110072 0 0 1 0 0 92641124 74723919 92641124 6889822 6889822 -465294 0 -465294 -465294 -620282 154988 16741059 17332205 -26800 -591146 26800 -564346 -564346 INCOME TAX REFUND 900099 42000 42000 PASS-THROUGH INCOME 541990 -4537 -4537 PASS-THROUGH INCOME 531120 -111954 -111954 -74491 98426815 0 -624819 6410510 30432000 30432000 209423 209423 5000 5000 1053633 1053633 534 534 PASS-THROUGH EXPENSES 12611 12611 FILING FEE 200 200 31713401 30432000 1281401 0 3154681 20690277 405606 490283 7500 244714796 245645845 18570028 117030410 266845111 383864315 359239 23021885 359239 23021885 X 266485872 360842430 266485872 360842430 266845111 383864315 X 66713414 25230727 2412417 X X 0 1 X 0 0 X X X 1 THE COLUMBUS FOUNDATION 316044264 8 1 247423 0 1 247423 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 STOCK IN CLOSELY HELD COMPANY 117030410 F 117030410 X 122983600 25230727 25230727 97752873 1053633 -379691 673942 98426815 28627042 -1978115 -1978115 30605157 1053633 54611 1108244 31713401 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 2D - OTHER ADJUSTMENTS: UNREALIZED GAINS 25,230,727. PART XI, LINE 4B - OTHER ADJUSTMENTS: BOOK/TAX DIFFERENCE ON PASS-THROUGH INCOME -421,691. INCOME TAX REFUND REPORTED AS REVENUE ON 990, NEGATIVE EXPENSE ON AFS 42,000. PART XII, LINE 2D - OTHER ADJUSTMENTS: DISCOUNT ON MULTI-YEAR GRANTS -1,978,115. PART XII, LINE 4B - OTHER ADJUSTMENTS: BOOK/TAX DIFFERENCE ON PASS-THROUGH INCOME 12,611. INCOME TAX REFUND REPORTED AS REVENUE FOR 990, NEGATIVE EXPENSE FOR AFS 42,000. 1 BUCKEYE LAKE 4TH OF JULY ASSOCIATION PO BOX 1524 BUCKEYE LAKE OH 43008 820586710 501C3 10000 0 URBAN AFFAIRS CENTER FOR CHILD & FAMILY ADVOCACY AT 655 EAST LIVINGSTON AVENUE COLUMBUS OH 43205 020627166 501C3 10000 0 SOCIAL SERVICES COLUMBUS FOUNDATION 1234 E BROAD ST COLUMBUS OH 432051453 316044264 501C3 38000 0 ADVANCING PHILANTHROPY DIRECTIONS FOR YOUTH & FAMILIES 1515 INDIANOLA AVE COLUMBUS OH 43201 314407642 501C3 2000000 0 SOCIAL SERVICES FRANKLIN COUNTY HISTORICAL SOCIETY DBA 333 W BROAD ST COLUMBUS OH 432153773 314383802 501C3 92000 0 EDUCATION NATIONWIDE CHILDREN'S HOSPITAL PO BOX 16810 COLUMBUS OH 43216 311036370 501C3 25000000 0 HEALTH NATIONWIDE CHILDREN'S HOSPITAL PO BOX 16810 COLUMBUS OH 43216 311036370 501C3 145000 0 HEALTH OHIOHEALTH FOUNDATION INC 3430 OHIOHEALTH PKWY 3RD FL COLUMBUS OH 43202 237446919 501C3 127000 0 HEALTH RONALD MCDONALD HOUSE CHARITIES OF 711 E LIVINGSTON AVE COLUMBUS OH 43205 310890152 501C3 10000 0 HEALTH ST CHARLES PREPARATORY SCHOOL 2010 EAST BROAD STREET COLUMBUS OH 432091665 314379501 501C3 3000000 0 EDUCATION 9 PART I, LINE 2: GRANTS ARE MADE AT THE RECOMMENDATION OF BOARD MEMBERS. 0 0 0 0 0 0 0 0 0 DOUGLAS F KRIDLER PRESIDENT/ASST SECY 0 504162 0 101497 0 0 0 30500 0 21118 0 657277 0 0 SCOTT HEITKAMP ASST TREASURER 0 316461 0 39291 0 0 0 30500 0 27954 0 414206 0 0 X 77 26715785 AVERAGE HIGH AND LOW X 2 39010292 APPRAISAL X 49 8997842 FMV 0 1 0 FORM 990, PART I, LINE 1, DESCRIPTION OF ORGANIZATION MISSION: THE ROBERT F WOLFE & EDGAR T WOLFE FOUNDATION IS A SUPPORTING ORGANIZATION OF THE COLUMBUS FOUNDATION. THE PURPOSE OF THE ROBERT F WOLFE AND EDGAR T WOLFE FOUNDATION IS TO SUPPORT CHARITABLE ORGANIZATIONS WHICH BENEFIT THE COMMUNITY. FORM 990, PART VI, SECTION A, LINE 2 ANN I. WOLFE IS THE MOTHER OF SARA WOLFE PERRINI AND KATIE WOLFE LLOYD. 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 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 XI, LINE 9: BOOK/TAX DIFFERENCE ON PASS-THROUGH INCOME 434,302. DISCOUNT ON MULTI YEAR GRANTS 1,978,115. 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, 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. THIS PROCESS REMAINS UNCHANGED FROM THE PRIOR YEAR. 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