2024-05-14T15:42:33-05:00 2023-12-31 314419361 GBQ PARTNERS LLC 230 WEST STREET SUITE 700 COLUMBUS OH 43215 990 2023-01-01 311045339 THE PAUL G DUKE FOUNDATION PAUL 6142514000 1234 EAST BROAD STREET COLUMBUS OH 43205 SCOTT HEITKAMP TREASURER 6142514000 2024-04-25 1 SCOTT HEITKAMP 999009999 0 KATHY M MOSELEY P00116760 6142242164 2024-04-25 3 AAL1 IAL1 2023 2023-04-26 12:10:37Z SCOTT HEITKAMP 1234 EAST BROAD STREET COLUMBUS OH 43205 1026139 0 X N/A X 1983 OH TO BE A CATALYST TO ENHANCE THE QUALITY OF LIFE IN THE MIAMI COUNTY AREA. 7 7 0 0 0 0 364 0 0 0 353954 445939 0 0 354318 445939 180877 574588 0 0 0 0 0 0 0 58338 56389 239215 630977 115103 -185038 9095249 10198987 78000 234015 9017249 9964972 X SEE SCHEDULE O. 0 0 225000 225000 0 NEIGHBORHOOD 132579 132579 0 EDUCATION 99264 99264 0 HEALTH 92181 92181 0 SOCIAL SERVICES 25564 25564 0 ARTS AND HUMANITIES 117745 117745 0 574588 1 0 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 7 7 0 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 LINDA A DANIEL COMM. LIASION/PAST PRES/TRUSTEE 1.00 X X 0 0 0 WILLIAM J MCGRAW III VICE PRESIDENT/TRUSTEE 1.00 X X 0 0 0 RAYCE ROBINSON PRESIDENT/TRUSTEE 1.00 X X 0 0 0 DEBORAH MILLER SECRETARY/TRUSTEE 2.00 X X 0 0 0 WADE WESTFALL COMMUNITY LIASON 1.00 X 0 0 0 ALANDRA B BUERGER TRUSTEE 1.00 X 0 0 0 BART E DENLINGER TRUSTEE 1.00 X 0 0 0 DOUGLAS F KRIDLER ASSISTANT SECRETARY 0.50 50.00 X 0 574139 105945 SCOTT HEITKAMP ASSISTANT TREASURER 0.50 50.00 X 0 305028 63469 0 879167 169414 0 0 1 0 0 224189 224189 801950 580200 221750 221750 221750 445939 0 0 445939 574588 574588 32490 32490 4200 4200 3860 3860 347 347 OTHER EXPENSES 15292 15292 FILING FEE 200 200 630977 574588 56389 0 11760 53656 9083489 10145331 9095249 10198987 15 78000 234000 78000 234015 X 9017249 9964972 9017249 9964972 9095249 10198987 -185038 1132761 0 X X 0 1 X 0 0 X X X 1 THE COLUMBUS FOUNDATION 316044264 8 1 32490 0 1 32490 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 X 1574840 1132761 1132761 442079 3860 3860 445939 627117 0 627117 3860 3860 630977 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. 1 3LC MINISTRIES DBA TROY SKATE CHURCH PO BOX 935 TROY OH 45373 871166455 501C3 15000 0 SOCIAL SERVICES BRADFORD OHIO RAILROAD MUSEUM PO BOX 101 BRADFORD OH 45308 043654171 501C3 10000 0 EDUCATION BRUKNER NATURE CENTER 5995 HORSESHOE BEND RD TROY OH 45373 310732613 501C3 7579 0 EDUCATION FUTURE BEGINS TODAY PO BOX 511 TROY OH 45373 311655688 501C3 60000 0 EDUCATION HEALTH PARTNERS FREE CLINIC 1300 NORTH COUNTY ROAD 25-A TROY OH 45373 311596731 501C3 25000 0 HEALTH ISAIAH'S PLACE 61 STANFIELD RD TROY OH 45373 010779327 501C3 12134 0 SOCIAL SERVICES KIDS READ NOW 155 MARYBILL DR TROY OH 45373 453504550 501C3 20000 0 EDUCATION LINCOLN COMMUNITY CENTER ASSOCIATION 110 ASH STREET TROY OH 45373 310584315 501C3 10679 0 SOCIAL SERVICES MAKE-A-WISH OHIO KENTUCKY & INDIANA 2545 FARMERS DR 300 COLUMBUS OH 43235 341471131 501C3 11764 0 HEALTH MIAMI COUNTY DENTAL CLINIC 70 TROY TOWN DRIVE TROY OH 45373 204901192 501C3 30000 0 HEALTH NATIONAL SOCIETY TO PREVENT BLINDNESS - 1500 W THIRD AVE SUITE 200 COLUMBUS OH 43212 363667121 501C3 15000 0 HEALTH NEEDY BASKET OF SOUTHERN MIAMI COUNTY 330-A SOUTH FIFTH STREET TIPP CITY OH 45371 311190924 501C3 20000 0 SOCIAL SERVICES PARTNERS IN HOPE INC 180 E RACE ST TROY OH 45373 311305869 501C3 10000 0 SOCIAL SERVICES PIQUA ARTS COUNCIL 427 N MAIN ST PIQUA OH 45356 311505713 501C3 15000 0 ARTS AND HUMANITIES SHELBY COUNTY UNITED WAY 232 S OHIO AVE SIDNEY OH 45365 344473288 501C3 12500 0 HEALTH TIPP CITY SENIORS INC P O BOX 376 528 N HYATT STREET TIPP CITY OH 45371 311780623 501C3 10868 0 SOCIAL SERVICES TROY RECREATION ASSOCIATION INC 11 NORTH MARKET STREET TROY OH 45373 310579679 501C3 30000 0 EDUCATION VETERANS MUSEUM MIAMI VALLEY 2245 S CR 25A TROY OH 45373 272517593 501C3 6864 0 ARTS AND HUMANITIES YMCA MIAMI COUNTY YMCA PIQUA BRANCH 223 W HIGH ST PIQUA OH 45356 310537179 501C3 225000 0 NEIGHBORHOOD 19 PART I, LINE 2: GRANT APPLICANTS SUBMIT PROPOSALS THAT ARE REVIEWED BY THE BOARD AND THEN REPORTS ARE SUBMITTED BY MOST RECIPIENT ORGANIZATION AT THE END OF THE GRANT PERIOD. SOME OF THEIR GRANTS ARE MADE AT THE RECOMMENDATION OF THE TRUSTEES, WITHOUT PROPOSALS OR FINAL REPORTS. 0 0 0 0 0 0 0 0 0 DOUGLAS F KRIDLER ASSISTANT SECRETARY 0 524139 0 50000 0 0 0 83000 0 22945 0 680084 0 0 SCOTT HEITKAMP ASSISTANT TREASURER 0 305028 0 0 0 0 0 33000 0 30469 0 368497 0 0 FORM 990, PART III, LINE 1, DESCRIPTION OF ORGANIZATION MISSION: STATEMENT OF PRINCIPLES GRANTS MAY BE MADE TO CHARITABLE ORGANIZATIONS IN THE MIAMI COUNTY REGION (INCLUDES COUNTIES CONTIGUOUS TO MIAMI COUNTY) AND CENTRAL OHIO. SPECIAL EMPHASIS WILL BE PLACED ON GRANTS TO CHARITABLE ORGANIZATIONS IN THE MIAMI COUNTY REGION. GENERALLY, 75 PERCENT OF AVAILABLE GRANTMAKING FUNDS SHALL BE DESIGNATED FOR USE IN THE MIAMI COUNTY REGION AND 25 PERCENT OF AVAILABLE GRANTMAKING FUNDS SHALL BE DESIGNATED FOR USE IN CENTRAL OHIO. IN THE EVENT THAT THERE ARE INSUFFICIENT ACCEPTABLE REQUESTS FROM THE MIAMI COUNTY REGION TO REACH THE DESIGNATED 75 PERCENT, EXCESS FUNDS WILL BE RESERVED FOR FUTURE DISPOSITION IN THE MIAMI OHIO COUNTY REGION. THIS STATEMENT UNDERSCORES THE FOUNDATIONS ROOTS IN MIAMI COUNTY; HOWEVER, THE BOARD MAY IN ITS DISCRETION AUTHORIZE GRANTS TO CHARITABLE ORGANIZATIONS OUTSIDE THE MIAMI COUNTY AND CENTRAL OHIO REGIONS. THE FOUNDATION WILL HONOR PAUL DUKES CONCERN FOR CHILDREN, FAMILIES, AND THE MOST NEEDY MEMBERS OF SOCIETY. 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 FORM 990, PART VI, SECTION B, LINES 15A & B: 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 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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