2024-10-22T11:25:52-05:00 2023-12-31 202122306 GBQ PARTNERS LLC 230 WEST STREET SUITE 700 COLUMBUS OH 43215 990 2023-01-01 311418621 THE SHACKELFORD FAMILY FOUNDATION REES 6142514000 1234 E BROAD ST COLUMBUS OH 43205 SCOTT G HEITKAMP ASST TREASURER 6142514000 2024-10-22 1 0 KATHY M MOSELEY P00116760 6142211120 2024-10-22 2023 2024-10-15 13:58:12Z SCOTT G HEITKAMP 1234 E BROAD ST COLUMBUS OH 43205 659269 0 X N/A X 1996 OH SEE SCHEDULE O. 7 7 0 0 72 0 0 0 0 0 276786 225524 -304 -456 276482 225068 317300 240400 0 0 0 0 0 0 0 39522 35042 356822 275442 -80340 -50374 8793074 10008520 0 0 8793074 10008520 X THE SHACKELFORD FAMILY FOUNDATION IS A SUPPORTING ORGANIZATION OF THE COLUMBUS FOUNDATION. THE PURPOSE OF THE SHACKELFORD FAMILY FOUNDATION IS TO SUPPORT EDUCATIONAL ISSUES AND OTHER CHARITABLE AND RELIGIOUS PURPOSES. 0 0 95000 95000 0 SOCIAL SERVICES 68150 68150 0 ARTS AND HUMANITIES 42500 42500 0 EDUCATION 16000 16000 0 HEALTH 6000 6000 0 NEIGHBORHOOD 5500 5500 0 RELIGION 5250 5250 0 CONSERVATION 2000 2000 0 ADVANCING PHILANTHROPY 34750 34750 0 240400 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 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 X 7 7 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 ALISON S MONAGHAN CHAIR/TRUSTEE 1.00 X X 0 0 0 AMY LOUIS VICE CHAIR/SECY/TRUSTEE 1.00 X X 0 0 0 LEE SHACKELFORD VICE CHAIR/TREAS/TRUSTEE 1.00 X X 0 0 0 DON M CASTO III TRUSTEE 1.00 X 0 0 0 M JAMESON CRANE TRUSTEE 1.00 X 0 0 0 THOMAS E HOAGLIN TRUSTEE 1.00 X 0 0 0 STEPHEN S WITTMANN TRUSTEE 1.00 X 0 0 0 DOUGLAS F KRIDLER ASST SECY/PRESIDENT 0.50 50.00 X 0 574139 105945 SCOTT G HEITKAMP ASST TREASURER 0.50 50.00 X 0 305028 63469 0 879167 169414 0 0 1 0 0 211671 211671 10 10 -513 0 -513 -513 -513 445886 2168 434201 0 11685 2168 13853 13853 PASS-THROUGH INCOME 541900 47 72 -25 47 225068 0 72 224996 240400 240400 26586 26586 3900 3900 3653 3653 PASS-THROUGH DEDUCTIONS 678 678 FILING FEE 200 200 OTHER EXPENSES 25 25 275442 240400 35042 0 70361 74850 7672425 8942458 1050288 991212 8793074 10008520 0 0 X 8793074 10008520 8793074 10008520 8793074 10008520 X -50374 1266141 -321 X X 0 1 X 0 0 X X X 1 THE COLUMBUS FOUNDATION 316044264 8 1 78586 0 1 78586 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 PARK NATIONAL BANK STOCK 986751 F TRS LIMITED PARTNERSHIP 4461 F 991212 X 1486557 1266141 1266141 220416 3653 999 4652 225068 271111 0 271111 3653 678 4331 275442 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: BOOK/TAX DIFFERENCE ON PASS-THROUGH INCOME 999. PART XII, LINE 4B - OTHER ADJUSTMENTS: PASS-THROUGH DEDUCTIONS 678. 1 COLUMBUS FOUNDATION 1234 E BROAD ST COLUMBUS OH 432051405 316044264 501C3 52000 0 SOCIAL SERVICES AND ADVANCING PHILANTHROPY COLUMBUS MUSEUM OF ART 480 E BROAD ST COLUMBUS OH 43215 314379447 501C3 30000 0 ARTS AND HUMANITIES HEALING TOWERS 11547 LONGSHORE WAY EAST NAPLES FL 34119 810704176 501C3 10000 0 SOCIAL SERVICES JAZZ ARTS GROUP OF COLUMBUS 769 E LONG ST 4TH FLOOR COLUMBUS OH 43203 310852944 501C3 11000 0 ARTS AND HUMANITIES MOMENTUM-EXCELLENCE INC 538 E TOWN ST STE C COLUMBUS OH 432154835 464509725 501C3 25000 0 ARTS AND HUMANITIES OHIO PROGRESSIVE COLLABORATIVE EDUCATION 341 S 3RD ST STE 300 COLUMBUS OH 43215 825116453 501C3 25000 0 EDUCATION PLANNED PARENTHOOD OF GREATER OHIO 206 E STATE ST COLUMBUS OH 43215 341015976 501C3 13000 0 HEALTH RIVERS SCHOOL CORPORATION 333 WINTER STREET WESTON MA 02493 042104457 501C3 10000 0 EDUCATION SOAR FOUNDATION 5979 E LIVINGSTON AVE STE 212 COLUMBUS OH 43232 881953148 501C3 10000 0 SOCIAL SERVICES UNITED WAY OF CENTRAL OHIO INC PO BOX 951571 CLEVELAND OH 44193 314393712 501C3 25000 0 SOCIAL SERVICES 10 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 ASST SECY/PRESIDENT 0 524139 0 50000 0 0 0 83000 0 22945 0 680084 0 0 SCOTT G HEITKAMP ASST TREASURER 0 305028 0 0 0 0 0 33000 0 30469 0 368497 0 0 FORM 990, PART I, LINE 1, DESCRIPTION OF ORGANIZATION MISSION: THE PURPOSE OF THE FOUNDATION IS TO SUPPORT EDUCATIONAL ISSUES AND OTHER CHARITABLE AND RELIGIOUS PURPOSES. FORM 990, PART VI, SECTION A, LINE 2 ALISON MONAGHAN, AMY LOUIS, AND LEE SHACKELFORD ARE SIBLINGS. 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 PARTNERSHIP PASS-THROUGH -321. 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. THIS PROCESS REMAINS UNCHANGED FROM THE PRIOR YEAR. 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