2023-11-06T16:35:05-06:00 2022-12-31 202122306 GBQ PARTNERS LLC 230 WEST STREET SUITE 700 COLUMBUS OH 43215 990 2022-01-01 311372548 THE WILLIAM H DAVIS DOROTHY M DAVIS AND WILLIAM C DAVIS FOUNDATION WILL 6142514000 1234 EAST BROAD ST COLUMBUS OH 43205 JOHN C LUCAS VICE CHAIR/TREASURER 6142514000 2023-11-03 1 JOHN LUCAS 999009999 0 KATHY M MOSELEY P00116760 6142211120 2023-11-03 3 AAL1 IAL1 2022 2023-04-26 12:10:37Z DOUGLAS F KRIDLER 1234 EAST BROAD ST COLUMBUS OH 43205 10641448 0 X N/A X 1993 OH THE FOUNDATION SUPPORTS EDUCATION, HEALTHCARE AND CHILDRENS ISSUES IN THE COMMUNITY. 5 5 0 0 0 0 0 0 0 0 3699900 2865249 299436 158146 3999336 3023395 6936550 1989850 0 0 0 0 0 0 0 144378 165972 7080928 2155822 -3081592 867573 50622304 40296719 8356234 7833295 42266070 32463424 X SEE SCHEDULE O. 0 0 1009500 1009500 0 CONSERVATION 590000 590000 0 SOCIAL SERVICES 203200 203200 0 EDUCATION 126150 126150 0 HEALTH 60000 60000 0 URBAN AFFAIRS 1000 1000 0 ADVANCING PHILANTHROPY 187150 187150 0 1989850 1 0 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 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 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 WILLIAM D WELLS CHAIR/PRES/TRUSTEE (THRU 01/2022) 1.00 X X 0 0 0 JOHN C LUCAS VICE CHAIR/TREAS/TRUSTEE 1.00 X X 0 0 0 RONALD L WHISLER MD VICE PRESIDENT/TRUSTEE 1.00 X X 0 0 0 RALPH L GUARASCI ASST SECRETARY/TRUSTEE (THRU 6/14/22) 1.00 X X 0 0 0 JAMES L NICHOLS VICE CHAIR/TREAS/TRUSTEE 2.00 X X 0 0 0 JACQUELYN L WELLS CHAIR/PRES/TRUSTEE 1.00 X X 0 0 0 CHASE P WELLS TRUSTEE/SECRETARY 1.00 X X 0 0 0 DOUGLAS F KRIDLER ASST SECRETARY/ASST TREASU 0.50 50.00 X 0 605659 51618 0 605659 51618 0 0 1 0 0 744809 744809 221887 63741 158146 158146 158146 9674752 7546722 7590 2128030 -7590 2120440 2120440 3023395 0 0 3023395 1989850 1989850 94022 94022 53211 53211 6700 6700 11672 11672 FILING FEE 200 200 OTHER EXPENSE 167 167 2155822 1989850 165972 0 X 413066 513412 12483 11213 1006897 905747 35181 42656593 33031568 6533265 5799598 50622304 40296719 14184 1095 8342050 7832200 8356234 7833295 X 42266070 32463424 42266070 32463424 50622304 40296719 X 867573 -10648018 -22201 X X 0 1 X 0 0 X X X 1 THE COLUMBUS FOUNDATION 316044264 8 1 219522 0 1 219522 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 LIMITED PARTNERSHIPS 5799598 F 5799598 X 1375395 0 1375395 11672 1636328 1648000 3023395 11178041 9033891 9033891 2144150 11672 11672 2155822 PART X, LINE 2: INCOME TAXES - THE FOUNDATION IS RECOGNIZED AS EXEMPT FROM 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. HOWEVER, INCOME FROM CERTAIN ACTIVITIES NOT DIRECTLY RELATED TO THE FOUNDATION'S TAX-EXEMPT PURPOSE IS SUBJECT TO TAXATION AS UNRELATED BUSINESS INCOME. THE FOUNDATION HAS ADOPTED THE PROVISIONS OF THE FINANCIAL ACCOUNTING STANDARDS BOARD (FASB) ACCOUNTING STANDARDS BOARD (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: BOOK/TAX DIFFERENCE ON PASS-THROUGH ACTIVITY 22,201. REALIZED GAINS 1,614,127. PART XII, LINE 2D - OTHER ADJUSTMENTS: REALIZED GAINS -1,614,127. UNREALIZED LOSSES 10,648,018. 1 ADAPTIVE SPORTS CONNECTION 6000 HARRIOT ROAD POWELL OH 43065 311561944 501C3 100000 0 SOCIAL SERVICES BUCKEYE DIAMOND CLUB INC 270 POCONO ROAD COLUMBUS OH 432354628 311260319 501C3 10000 0 EDUCATION COLUMBUS FOUNDATION 1234 E BROAD ST COLUMBUS OH 432051453 316044264 501C3 25000 0 SOCIAL SERVICES COLUMBUS FOUNDATION 1234 E BROAD ST COLUMBUS OH 432051453 316044264 501C3 100500 0 EDUCATION & ADVANCING PHILANTHROPY COLUMBUS HUMANE 3015 SCIOTO DARBY EXECUTIVE CT HILLIARD OH 430268990 314379492 501C3 1000000 0 CONSERVATION DIRECTIONS FOR YOUTH & FAMILIES 1515 INDIANOLA AVE COLUMBUS OH 43201 314407642 501C3 250000 0 SOCIAL SERVICES FRIENDS OF THE CONSERVATORY 1777 E BROAD ST COLUMBUS OH 43203 311657027 501C3 9500 0 CONSERVATION FUTURE READY COLUMBUS 1907 LEONARD AVE SUITE 150 COLUMBUS OH 43219 453819208 501C3 16200 0 EDUCATION HABITAT FOR HUMANITY MIDOHIO 6665 BUSCH BOULEVARD COLUMBUS OH 43229 311217994 501C3 30000 0 URBAN AFFAIRS KID AGAIN INC CENTRAL OHIO CHAPTER 281 CRAMER CREEK CT DUBLIN OH 43017 311440073 501C3 60000 0 HEALTH NATIONAL FOOTBALL FOUNDATION AND COLL C/O SKYLIGHT FINANCIAL GROUP 5455 RINGS ROAD SUITE 125 DUBLIN OH 43017 310973244 501C3 10000 0 EDUCATION OHIO STATE UNIVERSITY FOUNDATION PO BOX 710811 COLUMBUS OH 43271 311145986 501C3 25000 0 URBAN AFFAIRS OHIO STATE UNIVERSITY FOUNDATION PO BOX 710811 COLUMBUS OH 43271 311145986 501C3 58650 0 HEALTH OHIO STATE UNIVERSITY FOUNDATION PO BOX 710811 COLUMBUS OH 43271 311145986 501C3 50000 0 EDUCATION PRESS PRO SCHOLARSHIP ENDOWMENT 7070 MCMAKEN ROAD COVINGTON OH 45318 474028955 501C3 13000 0 EDUCATION SIMON KENTON COUNCIL BOY SCOUTS OF 807 KINNEAR RD COLUMBUS OH 43212 314388520 501C3 10000 0 SOCIAL SERVICES STAR HOUSE 1220 CORRUGATED WAY COLUMBUS OH 43201 471857320 501C3 25000 0 SOCIAL SERVICES YMCA OF CENTRAL OHIO 1907 LEONARD AVE SUITE 150 COLUMBUS OH 43219 314379594 501C3 177500 0 SOCIAL SERVICES 15 PART I, LINE 2: GRANTS ARE MADE AT THE RECOMMENDATION OF BOARD MEMBERS AND APPLICANTS SUBMIT PROPOSALS THAT ARE REVIEWED BY THE BOARD. REPORTS ARE SUBMITTED BY THE RECIPIENT ORGANIZATION AT THE END OF THE GRANT PERIOD. 0 0 0 0 0 0 0 0 0 DOUGLAS F KRIDLER ASST SECRETARY/ASST TREASU 0 504162 0 101497 0 0 0 30500 0 21118 0 657277 0 0 FORM 990, PART III, LINE 1, DESCRIPTION OF ORGANIZATION MISSION: THE MISSION OF THE DAVIS FOUNDATION IN THE CENTRAL OHIO COMMUNITY IS TO CONTINUE THE PHILANTHROPIC PHILOSOPHY OF WILLIAM H. DAVIS, DOROTHY M. DAVIS AND WILLIAM C. DAVIS. DURING THEIR LIFETIME, THE DAVIS FAMILY WAS GENEROUS TO A NUMBER OF DESERVING ORGANIZATIONS WITH THE OHIO STATE UNIVERSITY, WILLIAM H. DAVIS ALMA MATER, THE LARGEST BENEFICIARY. THE DAVIS MEDICAL CLINIC, BILL DAVIS BASEBALL STADIUM AND A BUSINESS SCHOOL CHAIR ARE SEVERAL EXAMPLES OF THE DAVIS FAMILIY OSU CONTRIBUTIONS. THE DAVIS FAMILY SUPPORTS EDUCATION, HEALTHCARE AND INTERESTS THAT SERVE THE CHILDREN OF CENTRAL OHIO. FORM 990, PART VI, SECTION A, LINE 2 JOHN C LUCAS IS AN ATTORNEY AND, THROUGH ISAAC WILES, PROVIDES CERTAIN LEGAL SERVICES TO BILL WELLS' BUSINESS. RALPH GUARASCI IS AN INSURANCE PROFESSIONAL AND PROVIDES CERTAIN INSURANCE SERVICES TO MR. WELLS' BUSINESS. JACQUELYN L. WELLS IS THE WIFE OF BILL WELLS. BILL WELLS PASSED AWAY IN JANUARY 2022. THE FOUNDATION IS INVESTED IN SEVERAL LIMITED PARTNERSHIPS. THESE PARTNERSHIPS ARE MANAGED BY DAVIS & SON, INC. BILL WELLS SERVED AS THE PRESIDENT OF DAVIS & SON, INC. FURTHER, JOHN C. LUCAS IS THE GENERAL PARTNER AS TRUSTEE OF THE WILLIAM C. DAVIS TRUST, AN INVESTOR IN THE LIMITED PARTNERSHIPS IN WHICH THE FOUNDATION IS INVESTED. 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 C, LINE 18 THE FORM 990 IS AVAILABLE FOR PUBLIC INSPECTION UPON REQUEST AND VIA ANOTHER'S WEBSITE, 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 XI, LINE 9: BOOK/TAX DIFFERENCE ON PASS-THROUGH ACTIVITY -22,201. 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. THE COLUMBUS FOUNDATION 1234 EAST BROAD STREET COLUMBUS OH 432051405 316044264 GRANTMAKING OH 501C3 LINE 8 N/A 0 COMMUNITY FOUNDATIONS INC 1234 EAST BROAD STREET COLUMBUS OH 432051405 311197385 GRANTMAKING OH 501C3 LINE 8 N/A 0 BATTELLE CHARITIES 1234 EAST BROAD STREET COLUMBUS OH 432051405 311772342 GRANTMAKING OH 501C3 LINE 12A, TYPE 1 THE COLUMBUS FOUNDATION 0 BORROR FAMILY FOUNDATION 1234 EAST BROAD STREET COLUMBUS OH 432051405 200523484 GRANTMAKING OH 501C3 LINE 12A, TYPE 1 THE COLUMBUS FOUNDATION 0 CENTRAL BENEFITS HEALTH CARE FOUNDATION 1234 EAST BROAD STREET COLUMBUS OH 432051405 311502517 GRANTMAKING OH 501C3 LINE 12A, TYPE 1 THE COLUMBUS FOUNDATION 0 COLUMBUS YOUTH FOUNDATION 1234 EAST BROAD STREET COLUMBUS OH 432051405 316034435 GRANTMAKING OH 501C3 LINE 12A, TYPE 1 THE COLUMBUS FOUNDATION 0 COMMUNITY GIFTS FOUNDATION 1234 EAST BROAD STREET COLUMBUS OH 432051405 311606919 GRANTMAKING OH 501C3 LINE 12A, TYPE 1 THE COLUMBUS FOUNDATION 0 CRANE FAMILY FOUNDATION 1234 EAST BROAD STREET COLUMBUS OH 432051405 412138379 GRANTMAKING OH 501C3 LINE 12A, TYPE 1 THE COLUMBUS FOUNDATION 0 THE PAUL G DUKE FOUNDATION INC 1234 EAST BROAD STREET COLUMBUS OH 432051405 311045339 GRANTMAKING OH 501C3 LINE 12A, TYPE 1 THE COLUMBUS FOUNDATION 0 THE FG FOUNDATION 1234 EAST BROAD STREET COLUMBUS OH 432051405 010552288 GRANTMAKING OH 501C3 LINE 12A, TYPE 1 THE COLUMBUS FOUNDATION 0 JOHN B & DARETH GERLACH FOUNDATION 1234 EAST BROAD STREET COLUMBUS OH 432051405 311487829 GRANTMAKING OH 501C3 LINE 12A, TYPE 1 THE COLUMBUS FOUNDATION 0 THE JOHN J & PAULINE GERLACH FOUNDATION 1234 EAST BROAD STREET COLUMBUS OH 432051405 311453633 GRANTMAKING OH 501C3 LINE 12A, TYPE 1 THE COLUMBUS FOUNDATION 0 GREER FOUNDATION 1234 EAST BROAD STREET COLUMBUS OH 432051405 311438583 GRANTMAKING OH 501C3 LINE 12A, TYPE 1 THE COLUMBUS FOUNDATION 0 HINSON FAMILY TRUST 1234 EAST BROAD STREET COLUMBUS OH 432051405 316653583 GRANTMAKING OH 501C3 LINE 12A, TYPE 1 THE COLUMBUS FOUNDATION 0 INGRAM-WHITE CASTLE FOUNDATION 1234 EAST BROAD STREET COLUMBUS OH 432051405 316051433 GRANTMAKING OH 501C3 LINE 12A, TYPE 1 THE COLUMBUS FOUNDATION 0 ISABELLE RIDGWAY FOUNDATION 1234 EAST BROAD STREET COLUMBUS OH 432051405 821962568 GRANTMAKING OH 501C3 LINE 12A, TYPE 1 THE COLUMBUS FOUNDATION 0 KIDD FAMILY FOUNDATION 1234 EAST BROAD STREET COLUMBUS OH 432051405 311631547 GRANTMAKING OH 501C3 LINE 12A, TYPE 1 COMMUNITY FOUNDATION INC 0 L BRANDS FOUNDATION 1234 EAST BROAD STREET COLUMBUS OH 432051405 311387703 GRANTMAKING OH 501C3 LINE 12A, TYPE 1 THE COLUMBUS FOUNDATION 0 THE MARSH FAMILY FOUNDATION 1234 EAST BROAD STREET COLUMBUS OH 432051405 311364161 GRANTMAKING OH 501C3 LINE 12A, TYPE 1 THE COLUMBUS FOUNDATION 0 THE JOHN H MCCONNELL FOUNDATION 1234 EAST BROAD STREET COLUMBUS OH 432051405 311253999 GRANTMAKING OH 501C3 LINE 12A, TYPE 1 THE COLUMBUS FOUNDATION 0 MEUSE FAMILY FOUNDATION 1234 EAST BROAD STREET COLUMBUS OH 432051405 260017844 GRANTMAKING OH 501C3 LINE 12A, TYPE 1 THE COLUMBUS FOUNDATION 0 MORITZ FAMILY FOUNDATION 1234 EAST BROAD STREET COLUMBUS OH 432051405 320100273 GRANTMAKING OH 501C3 LINE 12A, TYPE 1 THE COLUMBUS FOUNDATION 0 ROUSH FAMILY FOUNDATION 1234 EAST BROAD STREET COLUMBUS OH 432051405 311677576 GRANTMAKING OH 501C3 LINE 12A, TYPE 1 THE COLUMBUS FOUNDATION 0 THE SHACKELFORD FAMILY FOUNDATION 1234 EAST BROAD STREET COLUMBUS OH 432051405 311418621 GRANTMAKING OH 501C3 LINE 12A, TYPE 1 THE COLUMBUS FOUNDATION 0 THE SIEMER FAMILY FOUNDATION 1234 EAST BROAD STREET COLUMBUS OH 432051405 311550556 GRANTMAKING OH 501C3 LINE 12A, TYPE 1 THE COLUMBUS FOUNDATION 0 SIEMER INSTITUTE 1234 EAST BROAD STREET COLUMBUS OH 432051405 814859121 GRANTMAKING OH 501C3 LINE 12A, TYPE 1 THE COLUMBUS FOUNDATION 0 TRINITY FOUNDATION 1234 EAST BROAD STREET COLUMBUS OH 432051405 202475731 GRANTMAKING OH 501C3 LINE 12A, TYPE 1 THE COLUMBUS FOUNDATION 0 MARGARET AND ROBERT WALTER FOUNDATION 1234 EAST BROAD STREET COLUMBUS OH 432051405 311491083 GRANTMAKING OH 501C3 LINE 12A, TYPE 1 THE COLUMBUS FOUNDATION 0 THE ROBERT F WOLFE & EDGAR T WOLFE FOUNDATION 1234 EAST BROAD STREET COLUMBUS OH 432051405 311253442 GRANTMAKING OH 501C3 LINE 12A, TYPE 1 THE COLUMBUS FOUNDATION 0 0 1 0 0 0 0 0 0 0 0 0 0 1 0 0 1 0 0 0 THE COLUMBUS FOUNDATION B 125500 CASH PAYMENT THE COLUMBUS FOUNDATION M 94022 CASH AND FUTURE PAYMENTS THE COLUMBUS FOUNDATION P 6700 CASH PAYMENT