2024-09-16T10:57:35-05:00 2023-10-31 310829879 WILSON SHANNON & SNOW INC TEN WEST LOCUST STREET NEWARK OH 43055 990 2022-11-01 311062282 NEWARK CAMPUS DEVELOPMENT FUND NEWA 7403458983 25 E WALNUT STREET PO BOX 4217 NEWARK OH 430584217 ROBERT MONTAGNESE CHAIR 7403458983 2024-09-10 1 0 CRYSTAL J KENT CPA P00492294 7403456611 2024-09-10 2022 2024-08-08 14:25:15Z JENNIFER ROBERTS 25 E WALNUT STREET PO BOX 4217 NEWARK OH 430584217 17402499 0 X WWW.NCDFUND.ORG X 1982 OH THE MISSION OF THE NEWARK CAMPUS DEVELOPMENT FUND IS TO SUPPORT THE NEWARK CAMPUS OF THE OHIO STATE UNIVERSITY AND CENTRAL OHIO TECHNICAL COLLEGE BY FUNDING SCHOLARSHIPS, GRANTS, INNOVATIVE PROJECTS AND CAPITAL IMPROVEMENTS THAT ARE NOT PROVIDED BY ANY OTHER STATE RESOURCE. FOR 41 YEARS, DONORS, BUSINESSES AND ORGANIZATIONS HAVE PARTICIPATED IN NCDF CAMPAIGNS TO CREATE A BEAUTIFUL COLLEGE CAMPUS WHERE STUDENTS RECEIVE THE BEST OF ALL WORLDS: A BIG 10 RESEARCH-BASED EDUCATION IN A SMALL, PRIVATE, LIBERAL ARTS SETTING. LOCAL DONORS ENJOY SUPPORTING FUNDS AND CREATING ENDOWMENTS AT NCDF WHICH IS CONTROLLED LOCALLY BY A BOARD OF TRUSTEES WITH DEEP ROOTS WITHIN OUR COMMUNITY. WITH THE PARTNERSHIP OF GENEROUS GENERATIONAL DONORS AND A COMMITTED BOARD, THE NCDF IS ABLE TO PROVIDE ACCESS TO EDUCATION FOR ALL QUALIFIED AND MOTIVATED INDIVIDUALS. NCDF STRIVES TO MAINTAIN AND ENHANCE THE LEVEL OF EDUCATIONAL TECHNOLOGICAL EXCELLENCE AND CLOSE PERSONALIZED ATTENTION AT OSU NEWARK AND COTC. 11 11 0 0 0 0 2829481 3140170 0 0 2563108 2504333 0 0 5392589 5644503 3795753 4903044 0 0 0 0 0 0 36351 526176 502391 4321929 5405435 1070660 239068 46188618 45362748 0 0 46188618 45362748 X THE MISSION OF THE NEWARK CAMPUS DEVELOPMENT FUND, A PERPETUAL, LOCALLY CONTROLLED SOURCE OF FUNDING, IS TO SUPPORT THE NEWARK CAMPUS OF THE OHIO STATE UNIVERSITY AND CENTRAL OHIO TECHNICAL COLLEGE BY FUNDING SCHOLARSHIPS, GRANTS, INNOVATIVE PROJECTS AND CAPITAL IMPROVEMENTS THAT ARE NOT PROVIDED BY ANY OTHER STATE RESOURCE. 0 0 4968421 4903044 THE NEWARK CAMPUS DEVELOPMENT FUND (NCDF) ACTS AS A CONDUIT FOR GENEROUS DONORS TO ASSIST THE GROWING NEEDS OF THE NEWARK CAMPUS. ESTABLISHED IN 1983, NCDF HAS PROVIDED MORE THAN $50 MILLION IN SCHOLARSHIPS, GRANTS AND CAPITAL INVESTMENTS. CAPITAL PROJECTS FUNDED INCLUDE THE CONSTRUCTION OF THE EVERETT REESE BELL TOWER, THE J GILBERT REESE TECHNOLOGY CENTER, THE JOHN AND CHRISTINE WARNER LIBRARY AND STUDENT CENTER AND THE JOHN AND MARY ALFORD CENTER FOR SCIENCE AND TECHNOLOGY, AS WELL AS PROVIDING FUNDS FOR TECHNOLOGICAL EQUIPMENT, PARKING, AND CAMPUS BEAUTIFICATION.THE HEADCOUNT AT OHIO STATE NEWARK IS 2,442 AND 1,712 AT COTC FOR AUTUMN QUARTER 2023. THESE STUDENTS FACE INCREASING DIFFICULTIES PAYING FOR BOOKS & TUITION, JUGGLING MINIMUM WAGE JOBS AND COLLEGE COURSES, AS WELL AS LIVING EXPENSES OF YOUNG FAMILIES. UNRESTRICTED SCHOLARSHIP AND GRANT FUNDS HELP THE MOST TO MEET THE NEEDS OF STUDENTS. THE NCDF SUPPORTS PROJECTS AND SCHOLARSHIP NEEDS THAT STATE AND FEDERAL RESOURCES CANNOT.IN THE ACADEMIC YEAR ENDING ON JUNE 30, 2023, THE NCDF FUNDED 666 SCHOLARSHIPS AND 12 GRANTS. 4968421 1 1 0 0 0 1 0 0 0 1 0 1 0 0 0 0 0 0 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 0 0 0 0 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 X 11 11 1 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 0 0 X X JENNIFER ROBERTS 7403458983 25 E WALNUT ST NEWARK OH 43055 ROBERT O'NEILL TRUSTEE 1.00 X 0 0 0 DOUGLAS F MOCK TRUSTEE 1.00 X 0 0 0 C DANIEL DELAWDER TRUSTEE 1.00 X 0 0 0 SARAH R WALLACE TRUSTEE 1.00 X 0 0 0 SETH PATTON TREASURER 1.00 X X 0 0 0 STUART PARSONS PRESIDENT 1.00 X X 0 0 0 RONALD ALFORD TRUSTEE 1.00 X 0 0 0 ROBERT MONTAGNESE CHAIRMAN 1.00 X X 0 0 0 MARY M ALBRIGHT TRUSTEE 1.00 X 0 0 0 DAVID FRYMAN TRUSTEE 1.00 X 0 0 0 RANDY ANSTINE TRUSTEE 1.00 X 0 0 0 JENNIFER ROBERTS -SEE SCH J EXECUTIVE DIRECTOR 18.00 X 57398 0 1722 SIOBHAN R CLOVIS ASST SECRETARY 1.00 X 0 0 0 LEE HECKMAN SECRETARY 1.00 X 0 0 0 57398 0 1722 0 0 0 1 PARK NATIONAL BANK 50 N THIRD ST NEWARK OH 43055 INVESTMENT MANAGEMENT SERVICES 300980 1 50000 3090170 52911 3140170 1466930 1466930 12795399 11757996 1037403 1037403 1037403 5644503 0 0 2504333 4903044 4903044 300980 300980 2537 2537 5029 5029 5027 5027 REIM TJE FND DIR COSTS 143537 65377 41809 36351 FOREIGN TAXES PAID 36482 36482 MEMBERSHIP DUES & SUBSC 3861 3861 ANNUAL REPORT 3809 3809 1129 1129 5405435 4968421 400663 36351 25176 10466 1842146 1121067 40558276 41644553 3763020 2586662 46188618 45362748 0 0 X 0 0 0 0 46188618 45362748 46188618 45362748 46188618 45362748 239068 -1064938 0 X 0 0 0 X 2888969 3430760 2617052 2829481 3140170 14906432 2888969 3430760 2617052 2829481 3140170 14906432 5208566 9697866 1299926 1215686 1119973 1553195 1466931 6655711 21562143 0.44980 0.45070 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 1 0 59500 1073417 1 1 39629746 142200 949133 1362535 325000 281917 38751627 48576246 60903 -6866241 1464674 375000 301488 39629746 38959400 27374 11745586 1492227 350000 313887 48576246 39851700 71421 1026415 1381817 340000 268319 38959400 37213116 163162 4366338 1309484 320000 261432 39851700 0.20000 0.80000 0.00000 0 0 0 PARK NATIONAL CORPORATION - PUBLICLY TRADED 2586662 F 2586662 SCHEDULE D, PART V, QUESTION #4 THE PERMANENT ENDOWED FUNDS ARE USED FOR THE PURPOSES AS DESIGNATED BY THE DONOR. THE QUASI ENDOWED FUNDS ARE BOARD RESTRICTED. THE FUNDS ARE SUBJECT TO A SPENDING RATE AND ARE USED FOR THE GENERAL PROGRAMS AND PURPOSES OF THE FOUNDATION'S TAX EXEMPT STATUS, I.E TO MAINTAIN, ENHANCE, AND IMPROVE ACCESSIBILITY OF EDUCATION TO ALL INDIVIDUALS AT THE OHIO STATE UNIVERSITY-NEWARK CAMPUS AND CENTRAL OHIO TECHNICAL COLLEGE. 1 CENTRAL OHIO TECHNICAL COLLEGE 1179 UNIVERSITY DRIVE NEWARK OH 43055 310802020 501(C)(3) 671216 0 FMV (CASH) N/A FUNDING OF PROJECTS FOR WHICH NO OTHER FUNDING IS AVAILABLE THE OHIO STATE UNIVERSITY AT NEWARK 1179 UNIVERSITY DRIVE NEWARK OH 43055 316025989 501(C)(3) 4202728 0 FMV (CASH) N/A FUNDING OF PROJECTS FOR WHICH NO OTHER FUNDING IS AVAILABLE A CALL TO COLLEGE 314 GRANVILLE ST NEWARK OH 43055 311333812 501(C)(3) 29100 0 FMV (CASH) N/A FUNDING OF PROJECTS FOR WHICH NO OTHER FUNDING IS AVAILABLE 3 PART I, LINE 2: THE NCDF RELIES ON THE EXPERIENCED PROFESSIONALS IN THE FINANCIAL AID DEPARTMENT FOR OHIO STATE AT NEWARK AND CENTRAL OHIO TECHNICAL COLLEGE TO QUALIFY ALL STUDENTS FOR THE APPROPRIATE LEVEL OF FINANCIAL ASSISTANCE. THE FINANCIAL AID COUNSELORS WORK WITH EACH STUDENT TO COMPLETE THE FAFSA FORMS AND TO APPLY FOR ALL AVAILABLE GRANTS AND SCHOLARSHIPS. THIS IS THE MOST EFFICIENT WAY FOR STUDENTS TO RECEIVE HELP AND AT THE SAME TIME ALLOWS THE NCDF TO REMAIN EFFICIENT BY KEEPING ADMINISTRATIVE COSTS AS LOW AS POSSIBLE. X 0 0 0 0 0 0 0 0 0 JENNIFER ROBERTS -SEE SCH J EXECUTIVE DIRECTOR 57398 0 0 0 0 0 1722 0 0 0 59120 0 0 0 FORM 990, PART VII, QUESTION 5 & FORM 990, SCHEDULE J, PART II EXPLANATION: THE ORGANIZATION SHARES EMPLOYEES, INCLUDING THE EXECUTIVE DIRECTOR,WITH THE THOMAS J. EVANS FOUNDATION. NCDF REIMBURSES TJEF FOR THEIR SERVICES ATTRIBUTABLE TO NCDF. EXPENSES INCURRED FOR JENNIFER ROBERTS, THE EXECUTIVE DIRECTOR FOR FISCAL YEAR 10/31/23, WAS IN THE AMOUNT OF $64,711, INCLUDING PAYROLL TAXES AND 401(K). HER WAGES FOR CALENDAR YEAR 2022 FOR HER WORK AT NCDF WERE $57,398. TJEF IS NOT A RELATED ORGANIZATION. X 2 52911 FAIR MARKET VALUE 0 1 0 PART I, COLUMN (B): PART I, COLUMN (B) SHOWS THE NUMBER OF STOCK CONTRIBUTIONS THE ORGANIZATION RECEIVED PART IV, LINE 11F EXPLANATION: THE ORGANIZATION DOES NOT HAVE FINANCIAL STATEMENTS PREPARED BY OUTSIDE ACCOUNTANTS; THEREFORE, THERE ARE NO FINANCIALS WITH A FIN 48 FOOTNOTE AND QUESTION 11F IS NOT APPLICABLE FORM 990, PART VI, SECTION A, LINE 2 OFFICERS HECKMAN AND CLOVIS HAVE A BUSINESS RELATIONSHIP FORM 990, PART VI, SECTION B, LINE 11B THE GOVERNING BOARD WILL REVIEW THE 990 PRIOR TO THE FILING DATE. FORM 990, PART VI, SECTION B, LINE 12C TRUSTEES ARE REQUIRED TO DISCLOSE ANY POTENTIAL CONFLICTS OF INTEREST. IF A TRUSTEE HAS A CONFLICT OF INTEREST WITH ANY PARTICULAR DISCUSSION TOPIC, THAT INDIVIDUAL IS EXCUSED FROM THE MEETING ROOM DURING DISCUSSION AND SUBSEQUENT VOTE. FORM 990, PART VI, SECTION B, LINE 15A THE EXECUTIVE DIRECTOR IS SHARED BETWEEN THE NCDF AND THE THOMAS J EVANS FOUNDATION. THE CHAIR OF THE NCDF CONSULTS WITH THE PRESIDENT OF THE EVANS FOUNDATION TO REVIEW, EVALUATE AND DETERMINE COMPENSATION. THE EVANS FOUNDATION KEEPS ALL TIME SHEETS AND PROCESSES PAYROLL. THE NCDF REIMBURSES THE EVANS FOUNDATION FOR THE EXECUTIVE DIRECTOR'S TIME WORKED ON NCDF BUSINESS. THE THOMAS J EVANS FOUNDATION IS NOT A RELATED ORGANIZATION. FORM 990, PART VI, SECTION C, LINE 18 FORM 990 IS AVAILABLE FOR PUBLIC INSPECTION UPON REQUEST. FORM 990, PART VI, SECTION C, LINE 19 THE FOLLOWING DOCUMENTS ARE AVAILABLE FOR PUBLIC INSPECTION UPON REQUEST: ALL GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS. FORM 990, PART VI, SECTION C, LINE 17 THE STATE OF OHIO REQUESTS THAT AN ONLINE CHARITABLE REGISTRATION BE COMPLETED RATHER THAN SUBMITTING A COPY OF FORM 990 TO THE ATTORNEY GENERAL. THE NECESSARY ONLINE FILING REQUIREMENTS ARE COMPLETED IN A TIMELY MANNER.