2023-11-15T11:08:51-06:00 2022-12-31 202122306 GBQ PARTNERS LLC 230 WEST STREET SUITE 700 COLUMBUS OH 43215 990 2022-01-01 311491083 MARGARET AND ROBERT WALTER FOUNDATION MARG 6142514000 1234 E BROAD ST COLUMBUS OH 43205 SCOTT HEITKAMP TREASURER 6142514000 2023-11-09 1 SCOTT HEITKAMP 999009999 0 KATHY M MOSELEY P00116760 6142211120 2023-11-09 3 AAL1 IAL1 2022 2023-04-26 12:10:37Z SCOTT HEITKAMP 1234 E BROAD ST COLUMBUS OH 43205 24053478 0 X N/A X 1997 OH THE PURPOSE OF THE FOUNDATION IS TO SUPPORT CHARITABLE ORGANIZATIONS WHICH BENEFIT THE COMMUNITY. 3 2 0 0 0 0 6372868 2723528 0 0 14520965 6697409 0 0 20893833 9420937 12465250 7165615 0 0 0 0 0 0 0 61178 173630 12526428 7339245 8367405 2081692 119634869 94685678 8567500 5589862 111067369 89095816 X THE WALTER FAMILY FOUNDATION IS A SUPPORTING ORGANIZATION OF THE COLUMBUS FOUNDATION. THE PURPOSE OF THE WALTER FAMILY FOUNDATION IS TO SUPPORT CHARITABLE ORGANIZATIONS WHICH BENEFIT THE COMMUNITY. 0 0 3960625 3960625 0 EDUCATION 2609000 2609000 0 HEALTH 487840 487840 0 SOCIAL SERVICES 98150 98150 0 ARTS AND HUMANITIES 10000 10000 0 URBAN AFFAIRS 108150 108150 0 7165615 1 1 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 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 X 3 2 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 R BLANE WALTER CHAIRMAN / TRUSTEE 1.00 X X 0 0 0 DAVID R MEUSE TRUSTEE 1.00 X 0 0 0 JANET MOLLMANN TRUSTEE (THRU 3/16/22) 1.00 X 0 0 0 DOUGLAS F KRIDLER SECRETARY/TRUSTEE (AS OF 3/25/22) 0.50 50.00 X X 0 605659 51618 PETER A WALTER PRESIDENT 1.00 X 0 0 0 MATTHEW D WALTER VICE CHAIRMAN 1.00 X 0 0 0 SCOTT HEITKAMP TREASURER 0.50 50.00 X 0 355752 58454 0 961411 110072 0 0 1 0 0 2723528 2723528 2104408 2104408 19225542 14632541 4593001 4593001 4593001 9420937 0 0 6697409 7165615 7165615 138858 138858 3600 3600 30947 30947 FILING FEE 200 200 OTHER EXPENSES 25 25 7339245 7165615 173630 0 X 19274 10548209 114955750 84137469 4659845 119634869 94685678 109069 8567500 5480793 8567500 5589862 X 111067369 89095816 111067369 89095816 119634869 94685678 X 2081692 -24132452 79207 X X 0 1 X 0 0 X X X 1 THE COLUMBUS FOUNDATION 316044264 8 1 528858 0 1 528858 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 X 6080754 0 6080754 30947 3309236 3340183 9420937 28052307 20744009 20744009 7308298 30947 30947 7339245 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, ORLOCAL 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, NOPROVISION FOR THE EFFECTS OF UNCERTAIN TAX POSITIONS HAS BEEN RECORDED. PART XI, LINE 4B - OTHER ADJUSTMENTS: REALIZED GAINS 3,309,236. PART XII, LINE 2D - OTHER ADJUSTMENTS: DISCOUNT ON MULTI-YEAR GRANTS -79,207. REALIZED GAINS -3,309,236. UNREALIZED LOSSES 24,132,452. 1 ADAPTIVE SPORTS CONNECTION 6000 HARRIOT ROAD POWELL OH 43065 311561944 501C3 250000 0 SOCIAL SERVICES CATHOLIC SCHOOLS FOUNDATION INC 67 BATTERYMARCH ST 6TH FLOOR BOSTON MA 02110 222485502 501C3 50000 0 EDUCATION CHILDRENS HOSPITAL FOUNDATION KENTUCKY DEPT 86140 PO BOX 950183 LOUISVILLE KY 40295 616027530 501C3 50000 0 HEALTH CHOICES FOR VICTIMS OF DOMESTIC VIOLENCE C/O LUTHERAN SOCIAL SERVICES 1105 SCHROCK RD STE 100 COLUMBUS OH 43229 310910779 501C3 22840 0 SOCIAL SERVICES COLUMBUS FOUNDATION 1234 E BROAD ST COLUMBUS OH 432051453 316044264 501C3 235000 0 EDUCATION COLUMBUS FOUNDATION 1234 E BROAD ST COLUMBUS OH 432051453 316044264 501C3 50000 0 SOCIAL SERVICES COLUMBUS FOUNDATION 1234 E BROAD ST COLUMBUS OH 432051453 316044264 501C3 55000 0 EDUCATION COLUMBUS FOUNDATION 1234 E BROAD ST COLUMBUS OH 432051453 316044264 501C3 50000 0 EDUCATION COLUMBUS MUSEUM OF ART 480 E BROAD ST COLUMBUS OH 43215 314379447 501C3 50000 0 ARTS AND HUMANITIES COLUMBUS MUSEUM OF ART 480 E BROAD ST COLUMBUS OH 43215 314379447 501C3 24650 0 ARTS AND HUMANITIES COMMUNITY HOUSING NETWORK INC 1680 WATERMARK DR COLUMBUS OH 43215 311222236 501C3 10000 0 URBAN AFFAIRS CRISTO REY COLUMBUS HIGH SCHOOL WORK 400 EAST TOWN STREET COLUMBUS OH 43215 274865083 501C3 12800 0 EDUCATION ENTITLEMENTS HOW DBA FREE THE FACTS 2365 HARRODSBURG RD STE B230 LEXINGTON KY 40504 813361101 501C3 450000 0 EDUCATION FOUNDATION OF THE CATHOLIC DIOCESE 257 EAST BROAD STREET COLUMBUS OH 432153703 311116640 501C3 2000000 0 EDUCATION FOX VALLEY COMMUNITY FOUNDATION FOR THE 4455 W LAWERENCE ST APPLETON WI 54914 391548450 501C3 50000 0 SOCIAL SERVICES JDRF NEBRASKA AND IOWA CHAPTER 9202 W DODGE RD 304 OMAHA NE 68114 231907729 501C3 25000 0 HEALTH KENYA WORKS PO BOX 1572 APPLETON WI 54912 050623727 501C3 85000 0 SOCIAL SERVICES KINDWAY PO BOX 443 WESTERVILLE OH 43086 270254185 501C3 25000 0 SOCIAL SERVICES LAWRENCE CATHOLIC ACADEMY OF LAWRENCE 101 PARKER ST LAWRENCE MA 01843 272281636 501C3 25000 0 EDUCATION MISSION GRAMMAR SCHOOL 94 ST ALPHONSUS ST ROXBURY MA 02120 453250653 501C3 25000 0 EDUCATION MOMENTUM-EXCELLENCE INC 538 E TOWN ST STE C COLUMBUS OH 432154835 464509725 501C3 20000 0 ARTS AND HUMANITIES NATIONWIDE CHILDREN'S HOSPITAL PO BOX 16810 COLUMBUS OH 43216 311036370 501C3 2500000 0 HEALTH OHIO STATE UNIVERSITY FOUNDATION PO BOX 710811 COLUMBUS OH 43271 311145986 501C3 1000000 0 EDUCATION SAINT JUDE CHILDRENS RESEARCH HOSPITAL 501 ST JUDE PLACE MEMPHIS TN 38105 620646012 501C3 25000 0 HEALTH SCOTT & KIM VERPLANK FOUNDATION 2401 TEE CIRCLE 103 NORMAN OK 73069 261528890 501C3 12000 0 EDUCATION ST CHARLES PREPARATORY SCHOOL 2010 EAST BROAD STREET COLUMBUS OH 432091665 314379501 501C3 10000 0 EDUCATION ST CHARLES PREPARATORY SCHOOL 2010 EAST BROAD STREET COLUMBUS OH 432091665 314379501 501C3 28200 0 EDUCATION 22 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 SECRETARY/TRUSTEE (AS OF 3/25/22) 0 504162 0 101497 0 0 0 30500 0 21118 0 657277 0 0 SCOTT HEITKAMP TREASURER 0 316461 0 39291 0 0 0 30500 0 27954 0 414206 0 0 FORM 990, PART VI, SECTION A, LINE 2 MATTHEW D. WALTER, R. BLANE WALTER, AND PETER A. WALTER ARE BROTHERS 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 OFFICERS 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 PRESENTATION PURPOSES ONLY. FORM 990, PART XI, LINE 9: DISCOUNT ON MULTI YEAR GRANTS 79,207. 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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