2024-05-15T13:15:43-05:00 2023-06-30 420714325 RSM US LLP 6 S Patterson Blvd Dayton OH 45402 990 2022-07-01 311384772 Columbus Jewish Foundation COLU 6143382365 1175 College Ave Columbus OH 43209 Tina M Stieben CFO & COO 6143382365 2024-05-15 1 Tina Stieben XXX-XX-XXXX 1 Karen O Crim P00368385 9372980201 2024-05-15 2 AAL1 IAL1 2022 2023-04-26 12:10:37Z Julie Tilson-Stanley 1175 College Ave Columbus OH 43209 65136303 0 X www.jewishcolumbus.org X 1955 OH To ensure a supportive, engaged and vibrant future for the Jewish Community. 13 13 0 50 1029765 914433 10224589 8299037 303425 278778 11067182 4516565 204534 1546314 21799730 14640694 9945084 11601547 0 0 0 0 0 0 657751 1130473 1297025 11075557 12898572 10724173 1742122 152135142 157964650 29368090 31062165 122767052 126902485 To ensure a supportive, engaged and vibrant future for the Jewish Community. 0 0 11672456 11601547 278778 The Foundation develops and manages endowments, planned giving, and donor-advised philanthropic funds. Our grants are provided for innovative programs, community development, emergencies facing the Jewish world, and securing community resources for generations to come. Program service revenue of $278,778 represents custodial record keeping fees from funds not owned by the Foundation. Additionally, the Foundation was supported by contributions in the amount of $8,299,037 that are not included in program service revenue. 11672456 1 1 0 0 0 1 0 0 1 1 1 1 0 0 0 0 1 0 0 0 1 0 0 0 0 0 0 1 0 1 0 0 0 0 0 0 0 0 1 0 0 0 0 1 1 0 0 0 1 18 0 1 0 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 X 13 13 0 0 0 0 0 1 1 1 1 0 0 1 1 1 1 1 1 0 0 0 OH X Tina M Stieben CFO & COO 6143382365 1175 College Ave Columbus OH 43209 Harlan Robins President 2.00 4.00 X X 0 0 0 Dr Philip Weinerman Vice President 1.00 0.00 X X 0 0 0 Jim Winnegrad Treasurer 1.00 5.00 X X 0 0 0 Jon Young Investment Chair & Secretary 1.00 0.00 X X 0 0 0 William Byers Immediate Past President 1.00 2.00 X 0 0 0 Liz Shafran JC Board Chair 1.00 5.00 X 0 0 0 Max Brickman Board Member 1.00 0.00 X 0 0 0 Dr Michael Hallet Board Member 1.00 0.00 X 0 0 0 Inna Kinney Board Member 1.00 0.00 X 0 0 0 Sara Luck Board Member 1.00 0.00 X 0 0 0 Josh Sanders Board Member 1.00 0.00 X 0 0 0 Jody Scheiman Board Member 1.00 0.00 X 0 0 0 Lee Smith Board Member 1.00 0.00 X 0 0 0 Joel Marcovitch President/CEO (until 3/23) 11.00 29.00 X 0 359142 73399 Tamra Fitzpatrick CFO 11.00 29.00 X 0 193030 29116 Naomi Lamb EVP/COO 1.00 39.00 X 0 205395 28683 Julie Tilson Stanley CDO 14.00 26.00 X 0 170235 31828 Susan Tanur Ellman CIO 14.00 26.00 X 0 118772 15610 0 1046574 178636 0 0 1 0 0 8299037 2336421 8299037 Record Keeping Fees 561000 278778 278778 278778 4425964 4425964 60946 191505 -130559 -130559 -130559 50394705 50304104 90601 90601 90601 Partnership Investments 900003 1676373 1029765 646608 500 500 1676873 14640694 278778 1029765 5033114 11601547 11601547 9168 9168 3520 3520 17867 17867 Mgt Fee JewishColumbus 1195561 537810 657751 Life Insurance 70909 70909 12898572 11672456 568365 657751 272778 695783 0 2046308 295405 268307 175122 310183 4288918 1885326 2525602 2403592 129131839 132858438 14703769 14050261 5030627 5331778 152135142 157964650 51620 25486 894050 1455449 28422420 29581230 29368090 31062165 X 0 0 0 0 122767052 126902485 122767052 126902485 152135142 157964650 X 1742122 2184851 208460 X X 0 1 X 1 0 X 7395248 12518766 10099775 10224589 8299037 48537415 7395248 12518766 10099775 10224589 8299037 48537415 4997539 43539876 4036903 3271552 3536106 9663078 4486910 24994549 2804 2754 3937 0 925879 935374 6029 800 3569 1690 500 12588 74479926 1351826 0.58460 0.61950 X Schedule A, Part II, Line 10, Explanation of Other Income: Federation Reimbursement - 2018 Amount: $ 5,362. Other Income - 2018 Amount: $ 667. 2019 Amount: $ 800. 2020 Amount: $ 3,569. 2021 Amount: $ 1,690. 2022 Amount: $ 500. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 767 6788506 8078834 34169382 1 1 0 1 X 73417206 2882948 6472421 4838122 721573 77212880 80736575 3299730 -5758283 4136334 724482 73417206 66346158 2106321 16482931 3517780 681055 80736575 65039298 5444587 744552 4270554 611726 66346158 63060716 3326618 2023315 2810403 560948 65039298 0.41630 0.54550 0.03820 0 0 373600 373600 3748287 1718295 2029992 167031 167031 0 2403592 Alternative Investments 10258901 F Partnership 3791360 F 14050261 17225510 2184851 208460 2393311 14832199 -191505 -191505 14640694 13090077 191505 191505 12898572 0 12898572 Part IV, Line 2b: The Columbus Jewish Foundation holds and invests custodial funds for Jewish agencies. Part V, Line 4: The Columbus Jewish Foundation is a donor-centered charitable enterprise dedicated to accumulating enduring assets to support the stability and continuity of Jewish life in Columbus and elsewhere. Endowed resources are for use in supporting special, emergency and future needs. Part XI, Line 2d - Other Adjustments: CSV Change of Life Insurance 208,460. Part XI, Line 4b - Other Adjustments: Rental Expenses Netted Against Revenue -191,505. Part XII, Line 2d - Other Adjustments: Rental Expenses Netted Against Revenue 191,505. Middle East and North Africa 0 0 Investments 640000 0 0 0 0 0 0 640000 0 640000 0 0 0 0 0 0 Part III Accounting Method: 1 A Kid Again 777-G Dearborn Park Lane Worthington OH 43085 311440073 501(C)(3) 101000 0 Human Services Aish Global Inc 915 Clifton Ave Ste 4 Clifton NJ 07013 133548993 501(C)(3) 50000 0 Jewish Educational Experiences Alvin A Dublin Alzheimers Resource Center 12685 New Brittney Blvd Ft Myers FL 33901 650580633 501(C)(3) 6750 0 Health - Alzheimers American Friends Hebrew University 199 Water Street 11th Floor New York NY 100383541 131568923 501(C)(3) 67600 0 Melton Fellows Program American Friends Magen David Adom 20 W 36th St Ste 1000 New York NY 100189784 131790719 501(C)(3) 100945 0 Fund Raising and Fund Distribution American Friends of Orr Shalom 3706 Enterprise Dr Janesville WI 53546 133502817 501(C)(3) 32210 0 Care for children and at risk youth American Red Cross Greater Columbus Chapter 995 E Broad St Columbus OH 43205 530196605 501(C)(3) 16350 0 Human Services American Society for the Protection of Nature Israel 15 E 40th St Ste 904 New York NY 10016 521467954 501(C)(3) 20000 0 Environmental Organization for Israel Anti-Defamation League 605 Third Ave New York NY 10158 131818723 501(C)(3) 10050 0 Combats antisemitism and extremism Arthur G James Cancer Hospital Fndn 2200 Olentangy River Rd Columbus OH 43210 311145986 501(C)(3) 16005 0 Health - Oncology Aspen Jewish Synagogue 77 Meadowwood Dr Aspen CO 81611 840723135 501(C)(3) 8300 0 Synagogue; Worship & Education BREAD Organization 404 S Third St Columbus OH 43215 311467082 501(C)(3) 10450 0 Community; Neighborhood Development; Improvement Ballenisles Charities Foundation 100 Ballenisles Cir Palm Beach Gardens FL 33418 422653459 501(C)(3) 10000 0 Fund Raising and Fund Distribution for Northern Palm Beach County BalletMet Development Dept 322 Mount Vernon Avenue Columbus OH 43215 310858562 501(C)(3) 31700 0 Arts, Culture & Humaniities Bated Breath Theatre Company 233 Pearl St 21 Hartford CT 061032109 262370741 501(C)(3) 50000 0 Arts, Culture & Humaniities Beth Jacob Congregation 1223 College Avenue Columbus OH 43209 316401183 501(C)(3) 545873 0 Synagogue; Worship & Education Bexley Community Foundation 552 South Drexel Avenue Columbus OH 43209 271405357 501(C)(3) 67210 0 Fund Raising and Fund Distribution Bexley Education Foundation 348 South Cassingham Road Bexley OH 43209 311463283 501(C)(3) 35455 0 Supports educational initiatives of the Bexley Public Schools Bexley Public Library 348 S Cassingham Rd Bexley OH 43209 311463283 501(C)(3) 5476 0 Education - Public Library Big BrothersBig Sisters of Central Ohio 1855 East Dublin-Granville Road Columbus OH 43229 314379429 501(C)(3) 14150 0 Human Services - Adult & Child Mentoring Birthright Israel Fndn PO Box 21615 New York NY 10087 134092050 501(C)(3) 132670 0 Educational Services for Jewish youth Buckeye Ranch 5665 Hoover Road Grove City OH 43123 310642111 501(C)(3) 100050 0 Human Services-Group Homes Cancer Support Community 1200 Old Henderson Rd Columbus OH 43220 201388385 501(C)(3) 11250 0 Educational Services for Cancer Patients and Families CATCO 55 E State St Columbus OH 43215 311168461 501(C)(3) 28270 0 Contemporary Theatre Central Fund of Israel 461 Central Ave Cedarhurst NY 11516 132992985 501(C)(3) 10600 0 Supports charitable causes in Israel Chabad House Northern Palm Beach Island 361 South County Rd D Palm Beach FL 33480 262697228 501(C)(3) 36000 0 Jewish Education & Outreach Chabad House University of Texas at Austin 2101 Nueces St Austin TX 78708 452530523 501(C)(3) 5680 0 Jewish Education & Outreach Chabad on Campus at OSU 207 East 15th Avenue Columbus OH 43201 812505414 501(C)(3) 65358 0 Jewish Education & Outreach Chicago Jewish Day School 3730 N California Ave Chicago IL 60601 364437180 501(C)(3) 15360 0 Elementary & Secondary Education City of Grace Church 3350 Allegheny Ave Columbus OH 43209 850756504 501(C)(3) 6925 0 Religious Columbus Academy 4300 Cherry Bottom Road Gahanna OH 432300745 314379445 501(C)(3) 60120 0 Elementary & Secondary Education CAPA 55 E State St Columbus OH 43215 310749884 501(C)(3) 5100 0 Arts and theatre management organization Columbus Community Kollel 2513 East Main Street Columbus OH 43209 311438033 501(C)(3) 258118 0 Adult Jewish Education Columbus Jewish Day School 150 E Granville Rd New Albany OH 43054 311482374 501(C)(3) 441280 0 Elementary & Secondary Education Columbus Jewish Historical Society 1175 College Avenue Columbus OH 43209 311012951 501(C)(3) 69995 0 Arts, Cultural & Humanties Columbus Metropolitan Library Foundation 96 South Grant Avenue Columbus OH 43215 311692755 501(C)(3) 54650 0 Education- Support for Columbus Metropolitan Library Columbus Museum of Art 480 East Broad Street Columbus OH 43215 314379447 501(C)(3) 60400 0 Arts, Cultural & Humanties Columbus State Community College Dev Fndn 550 E Spring Street Columbus OH 43216 311035280 501(C)(3) 11940 0 Higher Education Columbus Symphony Orchestra 55 E State St Columbus OH 43215 316402408 501(C)(3) 10600 0 Arts, Cultural & Humanities Columbus Torah Academy 181 Noe-Bixby Road Columbus OH 43213 314428025 501(C)(3) 577251 0 Elementary & Secondary Education Columbus Works 775 W Broad St Ste 270 Columbus OH 43222 384015966 501(C)(3) 10000 0 Work force training for low income population Columbus Zoo and Aquarium 9990 Riverside Drive Powell OH 43065 311307572 501(C)(3) 50500 0 Zoo, Zoological Society Community of Caring Development Foundation 2956 Cleveland Ave Columbus OH 43224 830996863 501(C)(3) 31000 0 Affordable housing, food and scholarships for the Linden Community Community Shelter Board 355 E Campus View Blvd Ste 250 Columbus OH 43235 311181284 501(C)(3) 5950 0 Emergency Housing Programs & Community Awareness Congregation Agudas Achim 2767 East Broad Street Columbus OH 43209 314414020 501(C)(3) 292693 0 Worship & Education; Synagogue Congregation Ahavas Sholom 2568 East Broad Street Columbus OH 43209 310898886 501(C)(3) 61285 0 Worship & Education; Synagogue Congregation Beth Tikvah 6121 Olentangy River Road Worthington OH 43085 311069161 501(C)(3) 126112 0 Synagogue; Worship & Education Congregation Rodeph Sholom Finance Office Floor 3 7 W 83rd St New York NY 10024 131628164 501(C)(3) 34400 0 Synagogue; Worship & Education Congregation Tifereth Israel 1354 East Broad Street Columbus OH 43205 314319579 501(C)(3) 278964 0 Synagogue; Worship & Education Congregation Torat Emet 2375 East Main Street Bexley OH 43209 311786319 501(C)(3) 38566 0 Synagogue; Worship & Education COSI (Franklin County Historical Society) 333 West Broad Street Columbus OH 43215 314383802 501(C)(3) 10500 0 Apprenticeship Program; Science & Technology Museum Dawes Arboretum 7770 Jacksontown Rd Newark OH 43056 314379601 501(C)(3) 6400 0 Conservation Services Death Penalty Action PO Box 89 Ghent NY 120750089 815344229 501(C)(3) 31800 0 Resources to stop executions Duke University 324 Blackwell St Bldg N Durham NC 277013658 560532129 501(C)(3) 9000 0 High Education Families Flourish dba Move to Prosper 633 S Parsons Ave Columbus OH 43206 842293788 501(C)(3) 46301 0 Empowers very low income families to gain ecomonic security Florence Melton School of Adult Jewish Learning 310 Happ Rd Ste 208 Northfield IL 60093 010725179 501(C)(3) 35230 0 Adult Jewish Education Flying Horse Farms 5260 State Route 95 Mt Gilead OH 43338 203498125 501(C)(3) 193392 0 Camp Experiences for Children with Serious Illneses For the Love of Primates 41 Wendell Rd SW Etna OH 43068 833017008 501(C)(3) 50000 0 Create and support a sanctuary for primates Foundation for Individual Rights and Expression 510 Walnut St Ste 1250 Philadelphia PA 19106 043467254 501(C)(3) 12300 0 Defend and sustain the right to free speech Friends of the Conservatory 1777 East Broad Street Columbus OH 43203 311657027 501(C)(3) 12200 0 Horticultural & Educational Institution Friends of the Drexel 55 E State St Columbus OH 43215 271447434 501(C)(3) 18071 0 Arts, Cultural & Humanties Friends of the Israel Defense Forces 5495 Mayfield Rd Ste 200 Lyndhurst OH 44125 133156445 501(C)(3) 13775 0 Care and well being of soldiers and veterans of the Israel Defense Forces Furniture Bank of Central Ohio PO Box 164206 Columbus OH 43216 311600869 501(C)(3) 6050 0 Furniture & Household Goods Assistance Goodwill Industries of Central Ohio 671 S High St 8th Fl Columbus OH 43206 314379448 501(C)(3) 5700 0 Job training and placement Grace Apostolic Family Worship Center PO Box 237 Troy OH 45373 261204966 501(C)(3) 7500 0 Religious Greater Miami Jewish Federation 4200 Biscayne Blvd Miami FL 33137 590624404 501(C)(3) 72018 0 Federated Giving Programs Habitat for Humanity - Midohio 6665 Busch Blvd Columbus OH 43229 311217994 501(C)(3) 50221 0 Affordable housing Hadassah the Women's Zionist Org of America Inc 40 Wall Street 80th Fl New York NY 100051471 131656651 501(C)(3) 6001 0 Women's Rights Harmony Project 4411 Tamarack Blvd Columbus OH 43229 271819074 501(C)(3) 9750 0 Arts, Cultural & Humanties Healing Across the Divides Inc 72 Laurel Park Northampton MA 01060 201948432 501(C)(3) 7500 0 Health, Crisis Intervention Healthy Worthington Resource Center & Food Pantry Inc 6700 Huntley Rd Ste A Columbus OH 43229 450532036 501(C)(3) 47368 0 Health Support Services Hillel International 800 Eighth St NW Washington DC 20001 521844823 501(C)(3) 50100 0 Jewish Campus Organization Homa U Midgal 182-19 80th Dr Jamaica NY 11432 800538832 501(C)(3) 25000 0 Museum in Palestine Homeless Families Foundation 33 N Grubb St Columbus OH 43215 311179492 501(C)(3) 26000 0 Human Service-Homeless Center Jewish Agency for Israel - North American Council 633 Third Avenue 32nd Floor Suite C New York NY 10017 230053483 501(C)(3) 44000 0 International Human Rights Jewish Community Center 1125 College Avenue Columbus OH 43209 314379496 501(C)(3) 662918 0 Community center for Jewish values and culture Jewish Family Services 1070 College Avenue Columbus OH 43209 314379497 501(C)(3) 223863 0 Family Services Jewish Federation of Cleveland 25701 Science Park Dr Cleveland OH 44122 340714445 501(C)(3) 15018 0 Federated Giving Programs Jewish Federation of Columbus 1175 College Avenue Columbus OH 43209 310838745 501(C)(3) 2075462 0 Federated Giving Programs Jewish Federation Palm Beach County 1 Harvard Circle West Palm Beach FL 33409 590948696 501(C)(3) 21500 0 Federated Giving Programs Jewish Unity International 1428 Holly Ln NE Atlanta GA 30329 263813073 501(C)(3) 50000 0 Resource for orthodox Jewish outreach JEWISHColorado 300 S Dahlia St Ste 300 Denver CO 802468136 010831698 501(C)(3) 5500 0 Community Foundation-Philanthropy & Grant Making Kolel Shas Yiden 1274 49th St Ste 562 Brooklyn NY 112193011 273228076 501(C)(3) 24500 0 Jewish Human Services Life Enriching Communities Foundation 6279 Tri Ridge Blvd Ste 340 Loveland OH 45140 061708088 501(C)(3) 10000 0 Supports needs of residents of Wesley Glen LifeCare Alliance 1699 West Mound Street Columbus OH 43223 314379494 501(C)(3) 32299 0 Human Services-Food Programs Lori Schottenstein Chabad Center PO Box 80 New Albany OH 43054 311427001 501(C)(3) 84250 0 Jewish Education & Outreach Maimonides Shalom Academy 5300 SW 40th Ave Ft Lauderdale FL 33314 650213879 501(C)(3) 5180 0 Jewish Day School Manhattan Institute 52 Vanderbilt Avenue New York NY 100173808 132912529 501(C)(3) 73000 0 Higher Education Marburn Academy 9555 Johnstown Rd New Albany OH 43054 311011901 501(C)(3) 10450 0 Elementary & Secondary Education for children with learning disabilities Masorti Foundation 3080 Broadway New York NY 10027 133137586 501(C)(3) 40000 0 Conservative Jewish Religious & Spiritual Development Masschusetts General Hospital 125 Nashua St Ste 540 Boston MA 02114 041564655 501(C)(3) 250000 0 Healthcare system Mayo Clinic 200 First sw Rochester MN 559050001 416011702 501(C)(3) 20500 0 Academic Medical Center Mesorah Heritage Foundation 313 Regina Ave Rahway NJ 07065 112981112 501(C)(3) 9080 0 Produce English language Jewish literary heritage Mid-Ohio Food Collective PO Box 182883 Columbus OH 43218 310865343 501(C)(3) 67836 0 Hunger Relief Programs; Food for the Needy Momentum Excellence 538 E Town St Ste C Columbus OH 43215 464509725 501(C)(3) 5200 0 Empowers children thru dance, music and performance Nationwide Children's Hospital Foundation 700 Childrens Dr Columbus OH 432052664 311036370 501(C)(3) 165393 0 Support for Nationwide Childrens Hospital New Albany Community Foundation 220 Market St 205 New Albany OH 43054 311409264 501(C)(3) 18627 0 Community Foundaiton-Philanthropy & Grant Making New Vocations Racehorse Adoption Program 719 Dolan Ln Lexington KY 405119037 311681380 501(C)(3) 10000 0 Equine Welfare Norton Museum of Art 1450 S Dixie Hwy West Palm Beach FL 33401 590624432 501(C)(3) 19500 0 Art Museum NYU Langone Health Development/Alumni Relations One Park Ave 5th Fl New York NY 10016 510244064 501(C)(3) 10000 0 Researsh Hospital Oakstone Academy 900 Club Dr Finance Dept Westerville OH 43081 311666674 501(C)(3) 5200 0 Educational Services Ohio Wildlife Center 6131 Cook Rd Powell OH 43065 311182372 501(C)(3) 86850 0 Wildlife Preservation and Sanctuary OhioHealth Foundation 180 East Broad Street 33rd Floor Columbus OH 43215 237446919 501(C)(3) 100650 0 Fund Raising and Fund Distribution OSU Foundation PO Box 710811 Columbus OH 43271 311145986 501(C)(3) 409427 0 Support for OSU programming and research Ohio State University 901 Woody Hayes Dr Columbus OH 43210 316025986 501(C)(1) 25000 0 Dental Scholarships OSU Hillel PO Box 8427 Columbus OH 432011661 311048567 501(C)(3) 424672 0 School Related & Religious Activities Palm Beach Orthodox Synagogue 120 N County Rd Palm Beach FL 334803918 650478910 501(C)(3) 29100 0 Synagogue; Worship & Education PEF Israel Endowment Funds 630 Third Ave RM 1500 New York NY 10017 136104086 501(C)(3) 31150 0 Fund Raising and Fund Distribution for Israely charities Pelotonia L-3454 Columbus OH 43260 824997087 501(C)(3) 25836 0 Health - Oncology Planned Parenthood Federation of America 123 William St 10th Fl New York NY 10038 131644147 501(C)(3) 5090 0 Family Planning Centers Planned Parenthood of Greater Ohio 206 E State St Columbus OH 43215 341015976 501(C)(3) 11451 0 Family Planning Centers Rattlestick Productions Inc 224 Waverly Pl New York NY 10014 113105457 501(C)(3) 12000 0 Arts, Cultural & Humanities Restored Peoples Network 1175 College Avenue Columbus OH 43209 432021799 501(C)(3) 81000 0 Civil Rights Sanibel-Captiva Conservation Foundation PO Box 101130 Cape Coral FL 33910 591205087 501(C)(3) 10000 0 Hurricane recovery St Charles Preparatory School Endowment Fund 2010 E Broad St Columbus OH 43209 316332345 501(C)(3) 6000 0 Scholarships Stuart I Raskas Friendship Circle of Illinois NFP 2095 Landwehr Rd Northbrook IL 60062 204884060 501(C)(3) 7300 0 Youth Community Service Clubs SUDC Foundation 101 Eisenhower Pkwy Ste 300 Roseland NJ 07068 465008779 501(C)(3) 6000 0 Raise awareness and research for those affected by sudden unexplained death in childhood Temple Beth Shalom 5089 Johnstown Road New Albany OH 43054 310926157 501(C)(3) 65418 0 Synagogue; Worship & Education Temple Israel 3100 E Broad Street Columbus OH 43209 314384145 501(c)(3) 138434 0 Synagogue; Worship & Education The Negev Foundation 2121 S Green Rd Ste 210 Cleveland OH 44121 341690546 501(c)(3) 28000 0 Promotes agricultural development and economic sustainability in the Negev Desert in Israel The UC Davis Foundation 202 Cousteau Pl Ste 185 Davis CA 95618 946081352 501(c)(3) 16000 0 Fund Raising and Fund Distribution for UC Davis Toras Chaim PO Box 185 Teaneck NJ 07666 113401024 501(c)(3) 12613 0 Higher education for Jews Twigs of Children's Hospital 700 Childrens Dr Columbus OH 43205 316015354 501(c)(3) 7500 0 Fund Raising for Nationwide Children's Hospital Union for Reform Judaism 633 Third Ave 7th Floor Attn Development New York NY 10017 131663143 501(C)(3) 44959 0 Support for Reform Jewish Congregations United Negro College Fund 3000 E Main St Ste B256 Bexley OH 43209 131624241 501(C)(3) 6200 0 Scholarships United Schools Network 1469 E Main St Columbus OH 43205 462265149 501(C)(3) 32500 0 Education k -12 US Holocaust Memorial Council 100 Raoul Wallenberg Pl SW Washington DC 200242126 521309391 501(C)(3) 30630 0 To support the US Holocaust Memorial Museum United Way-Central Ohio 360 South Third Street Columbus OH 43215 314393712 501(C)(3) 90592 0 Federated Giving Programs University of Maryland College Park Foundation 4603 Calvert Rd College Park MD 20740 522197313 501(C)(3) 10000 0 Fund Raising for University of Maryland Weill Medical College of Cornell University 1300 York Ave Box 314 New York NY 10065 150532082 501(C)(3) 10000 0 Research Wellington School 3650 Reed Rd Columbus OH 43220 310977200 501(C)(3) 7000 0 Education k -12 Wexner Heritage Village 1151 College Avenue Columbus OH 43209 314417962 501(C)(3) 83894 0 Senior Assisted Living & Nursing Home Yeshiva Beth Yehudah PO Box 2044 Southfield MI 48037 381437939 501(C)(3) 11820 0 Jewish Education child-adult Yeshiva Toras Yisrael 5305 12th Ave Brooklyn NY 11219 510218341 501(C)(3) 5600 0 Jewish Education 9-12 Yeshiva Yesodei Fund 2 Yesodei Ct Lakewood NJ 08701 223405666 501(C)(3) 14452 0 Support of Yeshiva Yesodei Young Israel of Hollywood 3291 Stirling Rd Ft Lauderdale FL 33312 591665301 501(C)(3) 8600 0 Synagogue; Worship & Education YWCA 65 S 4th St Columbus OH 43215 314379597 501(C)(3) 5200 0 Human Services-Young Men's Association 137 1 Part I, Line 2: Community Grants - Stewardship is a key function of the community impact committee and board. Grant requests are screened by professional staff and then receive careful lay leader scrutiny and review at various levels prior to formal board action. Post-approval procedures include budget monitoring, status reports and program evaluation reviews by Chief Impact Officer prior to release of funds. Volunteer engagement takes place throughout all phases of the grants cycle. Donor Advised Funds - Gift recommendations are scrupulously reviewed by Foundation professional staff and lay leadership for compliance issues, including but not limited to exempt status of beneficiaries, quid pro quo and self-inurement issues, compliance with PPA 2006/H.R. 4, etc. Review takes place at staff level as well as by lay-volunteer review committee. All DAF donors receive written guidelines (also incorporated in DAF fund agreements) and "do's and don'ts" protocols, as well as periodic updates and reminders. In both of the above, board is engaged in Foundation grants operations to guard against real and perceived abuses and to build donor and public trust through formalized policies, procedures and practices consistent with Jewish ethical conduct and good governance. 0 0 0 0 0 0 0 0 0 Joel Marcovitch President/CEO (until 3/23) 0 358606 0 0 0 536 0 30274 0 43125 0 432541 0 0 Naomi Lamb EVP/COO 0 205035 0 0 0 360 0 6162 0 22521 0 234078 0 0 Tamra Fitzpatrick CFO 0 190654 0 0 0 2376 0 5791 0 23325 0 222146 0 0 Julie Tilson Stanley CDO 0 169912 0 0 0 323 0 5107 0 26721 0 202063 0 0 Part I, Line 4 Compensation is paid by JewishColumbus, a related organization, and is determined using the following methods: - Compensation committee - Form 990 of other organizations - Compensation survey or study - Approval by the board or compensation committee X 62 2336421 Fair Market Value 62 0 1 0 Part I, Column (b): Using a combination of the two methods above. Form 990, Part VI, Section A, line 7a See explanation for Form 990, Part VI, Section A, Line 4. JewishColumbus appoints a majority of the organization's board members. Form 990, Part VI, Section A, line 7b See explanation for Form 990, Part VI, Section A, Line 4. JewishColumbus carries out the management and administrative functions of the organization, including, but not limited to, approval of budgets, strategic planning, marketing and resource allocation. Form 990, Part VI, Section B, line 11b The Chief Financial Officer and the Chief Executive Officer review a draft of the federal Form 990 and recommend any changes to the tax preparer. The revised federal Form 990 is then distributed to the Finance Committee for final review. The full board is provided with a copy of federal Form 990 prior to filing with the IRS. Form 990, Part VI, Section B, line 12c In connection with any actual or possible conflict of interest, an interested person must disclose the existence of the financial interest and be given the opportunity to disclose all material facts to the trustees and members of committees with board delegated powers considering the proposed transaction or arrangement. After disclosure of the financial interest and all material facts, and after any discussion with the interested person, he/she shall leave the board or committee meeting while the determination of a conflict of interest is discussed and voted upon. The remaining board or committee members shall decide if a conflict of interest exists. The Conflict Of Interest Policy is provided to all board members at the beginning of each fiscal year. Each officer, trustee and member of a committee with board delegated powers shall annually sign a statement which affirms such person: a. has received a copy of the conflict of interest policy, b. has read and understands the policy, c. has agreed to comply with the policy, and d. understands the foundation is charitable and in order to maintain its federal tax exemption must engage primarily in activities which accomplish its tax-exempt purposes. If the Board or Committee has reasonable cause to believe a member has failed to disclose actual or possible conflicts of interest, it shall inform the member of the basis for such belief and afford the member an opportunity to explain the alleged failure to disclose. If, after hearing the member's response and after making further investigation as warranted by the circumstances, the Board or Committee determines the member has failed to disclose an actual or possible conflict of interest, it shall take appropriate corrective action. Form 990, Part VI, Section B, line 15 Columbus Jewish Foundation has no employees and all compensation is paid by JewishColumbus. JewishColumbus carries out the management and administrative functions of the organization, including, but not limited to, approval of budget, strategic planning, marketing, and resource allocation. Form 990, Part VI, Section C, line 19 Copies of governing documents, conflict of interest policy, and audited financial statements are available to the general public upon written or verbal request to JewishColumbus for the same period of time as set forth in the Internal Revenue Code section 6104(d). Form 990, Part XI, line 9: CSV Change of Life Insurance 208,460. Form 990, Part XII, Line 1: Income Tax Basis Form 990, Part XII, Line 2c: The organization's process has not changed from the prior year. Ebner Family Foundation 1175 College Ave Columbus OH 43209 331050370 Rental of office space to supported organizations OH 501(c)(3) Line 12a, I N/A 0 JewishColumbus 1175 College Ave Columbus OH 43209 832103988 Management and administrative functions OH 501(c)(3) Line 12c, III-FI N/A 0 Jewish Federation of Columbus 1175 College Ave Columbus OH 43209 310838745 Foster the welfare of the entire Jewish community OH 501(c)(3) Line 7 JewishColumbus 0 SR Associates 5510 Ashford Drive Dublin OH 43017 311262334 Rental Real Estate OH Columbus Jewish Foundation Unrelated 3857 3791360 0 0 0.60000 Charitable Remainder Trust (7) Charitable Trust OH Columbus Jewish Foundation 1 Charitable Lead Trust (2) Charitable Trust OH Columbus Jewish Foundation 1 TMB Development Inc 3960 Groves Rd Columbus OH 43232 311387226 Rental Real Estate OH Columbus Jewish Foundation S 183514 1.00000 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 1 0 0 0 SR Associates A 3857 Schedule K-1 JewishColumbus P 1208249 FMV