2025-04-29T09:01:02-05:00 2024-06-30 202122306 GBQ PARTNERS LLC 230 WEST STREET SUITE 700 COLUMBUS OH 43215 990 2023-07-01 311409264 THE NEW ALBANY COMMUNITY FOUNDATION NEWA 6149398150 220 MARKET STREET 205 NEW ALBANY OH 43054 J CRAIG MOHRE PRESIDENT 6149398150 2025-04-28 1 1 KATHY M MOSELEY P00116760 6142211120 2025-04-28 2023 2025-03-06 01:10:19Z J CRAIG MOHRE 220 MARKET STREET 205 NEW ALBANY OH 43054 4456156 0 X NEWALBANYFOUNDATION.ORG X 1994 OH THE FOUNDATION'S MISSION IS TO IMPROVE NEW ALBANY FOR THE BENEFIT OF ALL ITS CITIZENS. 17 17 5 18 0 0 5294328 4180075 180572 175399 95 5482 0 0 5474995 4360956 2079091 1032855 0 0 658183 702302 0 0 543368 2243057 2542484 4980331 4277641 494664 83315 20974123 23894318 1183267 1334064 19790856 22560254 X TO BUILD THE RESOURCES NECESSARY TO BE A CATALYST FOR, A CONVENER OF AND AN INVESTOR IN INITIATIVES THAT PERPETUATE THE VISION SHARED BY THE COMMUNITY, OUR DONORS AND VISIONARIES. 0 0 908683 0 118475 THE ANNUAL REMARKABLE EVENING EVENT PROVIDES INTELLECTUALLY STIMULATING AND ENTERTAINING PROGRAMMING FOR THE CITIZENS OF NEW ALBANY WHILE SUPPORTING WORTHY COMMUNITY CAUSES. LAST FALL, MORE THAN 450 GUESTS ATTENDED THIS EVENT. IN ADDITION TO REVENUE OF $118,475, THE EVENT GENERATED CONTRIBUTION REVENUE OF $2,250,942, REPORTED ON LINE 1F OF PART VIII. 654178 0 23940 THE NEW ALBANY LECTURE SERIES IS AN ANNUAL LECTURE AND EDUCATIONAL PROGRAM IN NEW ALBANY, OHIO, FEATURING NATIONALLY AND INTERNATIONALLY PROMINENT SPEAKERS. ORGANIZED BY THE NEW ALBANY COMMUNITY FOUNDATION SINCE 2014, THE SERIES HAS BROUGHT LEADERS IN PUBLIC AFFAIRS, INTERNATIONAL AFFAIRS, HEALTH, HISTORY AND THE ARTS TO CENTRAL OHIO. IN ADDITION TO TICKET REVENUE OF $23,940, THE EVENT GENERATED CONTRIBUTION REVENUE OF $535,865, REPORTED ON LINE 1F OF PART VIII. 622556 0 32984 THE AMPHITHEATER EVENTS PROGRAM WAS CREATED TO PROVIDE VIBRANT MUSIC, THEATER, BALLET AND OTHER PERFORMING ARTS TO THE CITIZENS OF NEW ALBANY. THE EVENTS INCLUDE THE AMPHITHEATER BENEFIT, AMPHITHEATER PERFORMANCE SERIES, AND FAMILY FLICK NIGHTS. IN ADDITION TO TICKET REVENUE OF $32,984, THE EVENTS GENERATED CONTRIBUTION REVENUE OF $480,138, REPORTED ON LINE 1F OF PART VIII. 510522 363697 0 ARTS AND HUMANITIES 473058 432688 0 GENERAL PHILANTHROPY 217981 155290 0 HEALTH 113953 81180 0 EDUCATION 1315514 1032855 0 3500931 1 1 0 0 0 0 0 0 0 0 1 0 0 1 1 1 1 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 23 0 1 5 1 0 0 0 0 0 1 1 0 0 0 0 0 0 X 17 17 1 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 0 1 0 0 OH X X X THE COLUMBUS FOUNDATION 6142514000 1234 EAST BROAD STREET COLUMBUS OH 43205 EVERETT GALLAGHER IMMEDIATE PAST CHAIR 2.00 X X 0 0 0 HELGA HOUSTON CHAIR 2.00 X X 0 0 0 PAUL JUDGE SECRETARY 2.00 X X 0 0 0 IRVING DENNIS VICE CHAIR 2.00 X X 0 0 0 LYNNE SMITH TRUSTEE 1.00 X 0 0 0 DONNA AKINS TRUSTEE 1.00 X 0 0 0 BILL EBBING TRUSTEE 1.00 X 0 0 0 DAVID FEINBERG TRUSTEE 1.00 X 0 0 0 CHARLOTTE KESSLER TRUSTEE 1.00 X 0 0 0 KIMBERLY LEE MINOR TRUSTEE 1.00 X 0 0 0 LYNNE REDGRAVE TRUSTEE 2.00 X 0 0 0 DAN SNYDER TRUSTEE 1.00 X 0 0 0 JOHN MCWHORTER TRUSTEE 1.00 X 0 0 0 NANETTE NARDI TRIPLETT TRUSTEE 1.00 X 0 0 0 TOM PIGOTT TREASURER 2.00 X X 0 0 0 CHRIS SUEL TRUSTEE 1.00 X 0 0 0 TJ OBROKTA JR TRUSTEE 1.00 X 0 0 0 J CRAIG MOHRE PRESIDENT 50.00 X 289500 0 11580 MARCIA GABOR VICE PRES/DIR BRANDING/VOL 40.00 X 162861 0 6514 452361 0 18094 2 0 1 0 HINSON LTD 4016 TOWNSFAIR WAY STE 209 COLUMBUS OH 43219 PUBLIC RELATIONS 283755 NEW ALBANY COUNTRY CLUB 1 CLUB LANE NEW ALBANY OH 43054 EVENT HOSTING 164579 LIVE TECHNOLOGIES 3445 MILLENNIUM COURT COLUMBUS OH 43219 EVENT PRODUCTION 156401 JBKEVENT SOURCE PO BOX 4110 WOBURN MA 01888 EVENT PRODUCTION 122116 WASHINGTON SPEAKERS BUREAU 1663 PRINCE STREET ALEXANDRIA VA 22314 TALENT AGENCY 112709 5 4180075 95292 4180075 REMARKABLE EVENING PRO 713990 118475 118475 AMPHITHEATER EVENTS 713990 32984 32984 LECTURE SERIES 713990 23940 23940 175399 5390 5390 95292 95200 92 92 92 4360956 175399 0 5482 1032855 1032855 303686 81208 66365 156113 315400 84341 68925 162134 12715 3400 2779 6536 21676 5796 4737 11143 48825 13056 10670 25099 17334 4635 3788 8911 14500 3877 3169 7454 80419 21505 17574 41340 114295 30564 24977 58754 51043 13652 11154 26237 29204 7809 6382 15013 14782 3954 3230 7598 13179 3524 2880 6775 11691 3126 2555 6010 SPECIAL PROGRAM EVENTS 2187767 2185417 2350 MISCELLANEOUS 8270 2212 1807 4251 4277641 3500931 233342 543368 291521 348497 343155 419748 5027 5027 358156 528056 166181 13180 0 153001 19976264 22439989 20974123 23894318 20127 90652 1163140 1243412 1183267 1334064 X 19029269 21657050 761587 903204 19790856 22560254 20974123 23894318 X 83315 2686083 X X 0 1 X 1 0 X 3609675 11957714 7839050 5294328 4180075 32880842 3609675 11957714 7839050 5294328 4180075 32880842 1017259 31863583 519 173 69 45 5390 6196 32887038 613251 0.96890 0.95610 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 166181 13180 153001 153001 BENEFICIAL INTEREST IN ASSETS HELD BY OTHERS 22439989 22439989 ORGANIZATION ENDOWMENT FUNDS HELD FOR OTHERS 1243412 1243412 X 7054477 340126 2801213 3141339 3913138 447818 447818 4360956 4285079 340126 340126 3944953 332688 332688 4277641 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 PERFORMS AN ANNUAL ASSESSMENT FOR ANY UNCERTAINTY IN INCOME TAX POSITIONS, WHICH INCLUDES AN ANALYSIS OF WHETHER THERE ARE ANY TAX POSITIONS THAT THE FOUNDATION TAKES WITH REGARD TO UNRELATED BUSINESS INCOME, RELATED DEDUCTIONS APPLIED, OR OTHER ACTIVITIES THAT MAY JEOPARDIZE THEIR TAX EXEMPT STATUS AND THUS WOULD MEET THE DEFINITION OF AN UNCERTAIN TAX POSITION. NO TAX LIABILITY ACCRUAL WAS RECORDED AS OF JUNE 30, 2024 AND 2023 RELATING TO MATERIAL UNCERTAIN POSITIONS TAKEN AS MANAGEMENT BELIEVES THERE ARE NONE. PART XI, LINE 2D - OTHER ADJUSTMENTS: INCREASE (DECREASE) IN BENEFICIAL INTEREST IN ASSETS HELD BY OTHERS 2,801,213. PART XI, LINE 4B - OTHER ADJUSTMENTS: GRANTS RECEIVED FROM BENEFICIAL INTEREST HELD BY OTHERS 447,818. PART XII, LINE 4B - OTHER ADJUSTMENTS: GRANTS TO BENEFICIAL INTEREST HELD BY OTHERS 332,688. 1 COLUMBUS FOUNDATION 1234 EAST BROAD STREET COLUMBUS OH 43205 316044264 501C3 332688 0 GENERAL PHILANTHROPY COMMUNITY SHARES OF MID OHIO 5101 JOHNSTOWN ROAD NEW ALBANY OH 43054 311363943 501C3 10000 0 HEALTH & WELLNESS DREAMS ON HORSEBACK 1416 REYNOLDSBURG-NEW ALBANY RD BLACKLICK OH 43004 460487078 501C3 7500 0 HEALTH & WELLNESS EMPOWERING THE NEXT PO BOX 352 NEW ALBANY OH 43054 825273318 501C3 7500 0 HEALTH & WELLNESS HEALTHY NEW ALBANY 150 W MAIN ST NEW ALBANY OH 43054 203840246 501C3 106274 0 HEALTH & WELLNESS JEANNE B MCCOY COMMUNITY PO BOX 508 NEW ALBANY OH 43054 260388623 501C3 301432 0 ARTS & CULTURE NATIONAL VETERAN'S LEADERSHIP FOUNDATION 7 ALBAN MEWS NEW ALBANY OH 43054 854080156 501C3 100000 0 GENERAL PHILANTHROPY NEW ALBANY NEIGHBORHOOD BRIDGES PO BOX 2635 WESTERVILLE OH 43081 812833176 501C3 10000 0 HEALTH & WELLNESS NEW ALBANY SYMPHONY ORCHESTRA PO BOX 332 NEW ALBANY OH 43054 510657626 501C3 60765 0 ARTS & CULTURE NEW ALBANY-PLAIN LOCAL SCHOOL DISTRICT 55 NORTH HIGH STREET NEW ALBANY OH 43054 316400868 501C3 73680 0 EDUCATION/LIFELONG LEARNING 10 PART I, LINE 2: GRANT APPLICANTS SUBMIT PROPOSALS THAT ARE REVIEWED BY STAFF AND THE GRANTS COMMITTEE BEFORE VOTE BY THE BOARD. X X X 0 0 0 0 0 0 0 0 0 J CRAIG MOHRE PRESIDENT 182000 0 57500 0 50000 0 11580 0 0 0 301080 0 0 0 MARCIA GABOR VICE PRES/DIR BRANDING/VOL 116500 0 31530 0 14831 0 6514 0 0 0 169375 0 0 0 X 6 95292 AVERAGE HIGH AND LOW 0 1 0 FORM 990, PART VI, SECTION A, LINE 2 J. CRAIG MOHRE, PRESIDENT, AND BILL EBBING, TRUSTEE, HAVE A BUSINESS RELATIONSHIP SEPARATE FROM THE FOUNDATION. FORM 990, PART VI, SECTION B, LINE 11B THE FORM 990 IS REVIEWED PRIOR TO FILING BY BOARD MEMBERS. FORM 990, PART VI, SECTION B, LINE 12C THE CONFLICT OF INTEREST AND ETHICS POLICY IS MONITORED ANNUALLY. MEMBERS OF THE BOARD OF TRUSTEES SIGN THE CONFLICT OF INTEREST STATEMENT ANNUALLY. FORM 990, PART VI, SECTION B, LINE 15A THE ORGANIZATION'S INDEPENDENT BOARD AUTHORIZES THE EXECUTIVE COMMITTEE OF THE BOARD TO REVIEW, ANALYZE, AND DETERMINE THE EXECUTIVE DIRECTOR'S COMPENSATION. THE PROCESS INCLUDES AN ANALYSIS OF COMPARABILITY DATA. THE EXECUTIVE COMMITTEE VOTES ON RECOMMENDATIONS FOR COMPENSATION ADJUSTMENTS. THE COLUMBUS FOUNDATION ASSISTS THE ORGANIZATION IN ITS OPERATIONS INCLUDING THE PROCESSING OF THE EXECUTIVE COMMITTEE APPROVED SALARY CHANGES. THE DISCUSSIONSAND DECISIONS REGARDING THE COMPENSATION AND ADJUSTMENTS ARE SUBSTANTIATED IN THE ORGANIZATION RECORDS. FORM 990, PART VI, SECTION C, LINE 18 THE ORGANIZATION'S FORMS 1023 AND 990 ARE AVAILABLE UPON REQUEST. FURTHER, THE ORGANIZATION'S FORMS 990 IS AVAILABLE ON ITS WEBSITE AND ON ANOTHER'S WEBSITE: WWW.GUIDESTAR.ORG FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS, FINANCIAL STATEMENTS, AND POLICIES AVAILABLE UPON WRITTEN REQUEST. FORM 990, PART XI, LINE 9: INCREASE (DECREASE) IN BENEFICIAL INTEREST HELD BY OTHERS 2,686,083. FORM 990, SECTION XII, LINE 2C THE FINANCE COMMITTEE OF THE NEW ALBANY COMMUNITY FOUNDATION REVIEWS THE AUDIT EACH YEAR AND SELECTION OF THE INEDEPENDENT ACCOUNTANT. THIS PROCESS REMAINS UNCHANGED FROM THE PRIOR YEAR.