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Nonprofiteer
← COLUMBUS JEWISH FOUNDATION

Form 990 for tax year 2022

Filed by COLUMBUS JEWISH FOUNDATION.

Totals

Total revenue
$14,640,694
Total expenses
$12,898,572
Contributions and grants received
$8,299,037
Grants paid
$11,601,547
Program service revenue
$278,778
Investment income
$4,516,565
Other revenue
$1,546,314
Total assets, end of year
$157,964,650
Total liabilities, end of year
$31,062,165
Net assets or fund balances, end of year
$126,902,485
Program services expenses (Part IX)
$11,672,456
Management and general expenses
$568,365
Fundraising expenses
$657,751
Program service expenses (Part III)
$11,672,456

Program services were 90.5% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.

Line items

Every line the filer filed in Parts VIII, IX and X, as filed and in filed order. Blank columns are left out, and the lines are not forced to add up to the totals above.

Revenue

Part VIII, the statement of revenue.

  • 1f · All other contributions, gifts and grants

    $8,299,037

  • 1g · Noncash contributions included above

    $2,336,421

  • 2a · Program service revenue: Record Keeping Fees

    total $278,778 · related or exempt $278,778

  • 3 · Investment income

    total $4,425,964 · excluded $4,425,964

  • 6a · Gross rents

    real property $60,946

  • 6b · Less rental expenses

    real property $191,505

  • 6c · Rental income or loss

    real property -$130,559

  • 6d · Net rental income or loss

    total -$130,559 · excluded -$130,559

  • 7a · Gross sales of assets other than inventory

    securities $50,394,705

  • 7b · Less cost or other basis and sales expenses

    securities $50,304,104

  • 7c · Gain or loss

    securities $90,601

  • 7d · Net gain or loss

    total $90,601 · excluded $90,601

  • 11a · Other revenue: Partnership Investments

    total $1,676,373 · unrelated business $1,029,765 · excluded $646,608

  • 11d · All other revenue

    total $500 · excluded $500

  • 11e · Other revenue, total

    $1,676,873

Functional expenses

Part IX, the statement of functional expenses.

  • 1 · Grants to domestic organizations and governments

    total $11,601,547 · program services $11,601,547

  • 11b · Fees: legal

    total $9,168 · management and general $9,168

  • 13 · Office expenses

    total $3,520 · management and general $3,520

  • 22 · Depreciation, depletion and amortization

    total $17,867 · management and general $17,867

  • 24a · Other expenses: Mgt Fee JewishColumbus

    total $1,195,561 · management and general $537,810 · fundraising $657,751

  • 24b · Other expenses: Life Insurance

    total $70,909 · program services $70,909

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $272,778 · end of year $695,783

  • 2 · Savings and temporary cash investments

    beginning of year $0 · end of year $2,046,308

  • 7 · Other notes and loans receivable

    beginning of year $295,405 · end of year $268,307

  • 9 · Prepaid expenses and deferred charges

    beginning of year $175,122 · end of year $310,183

  • 10a · Land, buildings and equipment: cost or other basis

    $4,288,918

  • 10b · Land, buildings and equipment: accumulated depreciation

    $1,885,326

  • 10c · Land, buildings and equipment, net

    beginning of year $2,525,602 · end of year $2,403,592

  • 11 · Investments: publicly traded securities

    beginning of year $129,131,839 · end of year $132,858,438

  • 12 · Investments: other securities

    beginning of year $14,703,769 · end of year $14,050,261

  • 15 · Other assets

    beginning of year $5,030,627 · end of year $5,331,778

  • 17 · Accounts payable and accrued expenses

    beginning of year $51,620 · end of year $25,486

  • 18 · Grants payable

    beginning of year $894,050 · end of year $1,455,449

  • 21 · Escrow or custodial account liability

    beginning of year $28,422,420 · end of year $29,581,230

  • 29 · Capital stock, trust principal or current funds

    beginning of year $0 · end of year $0

  • 30 · Paid-in or capital surplus, or land, building or equipment fund

    beginning of year $0 · end of year $0

  • 31 · Retained earnings, endowment or other funds

    beginning of year $122,767,052 · end of year $126,902,485

Mission and programs · 2022

Mission

To ensure a supportive, engaged and vibrant future for the Jewish Community.

  • 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.

    Expenses $11,672,456 · Grants $11,601,547 · Revenue $278,778

As filed on the 2022 return.

Listed in Part VII

  • Harlan Robins

    President

    Total calculated
    $0
    Hours/week
    2 + 4 related

  • Dr Philip Weinerman

    Vice President

    Total calculated
    $0
    Hours/week
    1

  • Jim Winnegrad

    Treasurer

    Total calculated
    $0
    Hours/week
    1 + 5 related

  • Jon Young

    Investment Chair & Secretary

    Total calculated
    $0
    Hours/week
    1

  • William Byers

    Immediate Past President

    Total calculated
    $0
    Hours/week
    1 + 2 related

  • Liz Shafran

    JC Board Chair

    Total calculated
    $0
    Hours/week
    1 + 5 related

  • Max Brickman

    Board Member

    Total calculated
    $0
    Hours/week
    1

  • Dr Michael Hallet

    Board Member

    Total calculated
    $0
    Hours/week
    1

  • Inna Kinney

    Board Member

    Total calculated
    $0
    Hours/week
    1

  • Sara Luck

    Board Member

    Total calculated
    $0
    Hours/week
    1

  • Josh Sanders

    Board Member

    Total calculated
    $0
    Hours/week
    1

  • Jody Scheiman

    Board Member

    Total calculated
    $0
    Hours/week
    1

  • Lee Smith

    Board Member

    Total calculated
    $0
    Hours/week
    1

  • Joel Marcovitch

    President/CEO (until 3/23)

    Total calculated
    $432,541
    From this org
    $0
    From related orgs
    $359,142
    Other
    $73,399
    Hours/week
    11 + 29 related

    Schedule J breakdown matched by us

    Base
    $0 + $358,606 related
    Bonus
    $0
    Other
    $0 + $536 related
    Deferred
    $0 + $30,274 related
    Nontaxable benefits
    $0 + $43,125 related
    Filer's total
    $0 + $432,541 related

  • Tamra Fitzpatrick

    CFO

    Total calculated
    $222,146
    From this org
    $0
    From related orgs
    $193,030
    Other
    $29,116
    Hours/week
    11 + 29 related

    Schedule J breakdown matched by us

    Base
    $0 + $190,654 related
    Bonus
    $0
    Other
    $0 + $2,376 related
    Deferred
    $0 + $5,791 related
    Nontaxable benefits
    $0 + $23,325 related
    Filer's total
    $0 + $222,146 related

  • Naomi Lamb

    EVP/COO

    Total calculated
    $234,078
    From this org
    $0
    From related orgs
    $205,395
    Other
    $28,683
    Hours/week
    1 + 39 related

    Schedule J breakdown matched by us

    Base
    $0 + $205,035 related
    Bonus
    $0
    Other
    $0 + $360 related
    Deferred
    $0 + $6,162 related
    Nontaxable benefits
    $0 + $22,521 related
    Filer's total
    $0 + $234,078 related

  • Julie Tilson Stanley

    CDO

    Total calculated
    $202,063
    From this org
    $0
    From related orgs
    $170,235
    Other
    $31,828
    Hours/week
    14 + 26 related

    Schedule J breakdown matched by us

    Base
    $0 + $169,912 related
    Bonus
    $0
    Other
    $0 + $323 related
    Deferred
    $0 + $5,107 related
    Nontaxable benefits
    $0 + $26,721 related
    Filer's total
    $0 + $202,063 related

  • Susan Tanur Ellman

    CIO

    Total calculated
    $134,382
    From this org
    $0
    From related orgs
    $118,772
    Other
    $15,610
    Hours/week
    14 + 26 related

Compensation is as filed in Part VII: reportable pay from this organization and from related organizations, other compensation, and hours per week. The total, marked calculated, is our sum of the three dollar columns, with a blank column counted as $0; the form itself has no total. On a Form 990-EZ the columns are Part IV's instead, and on a Form 990-PF Part VIII's — compensation, contributions to benefit plans, and expense account — and the total sums those. A Schedule J breakdown is as filed: base pay, bonus, other, deferred compensation and nontaxable benefits from this organization, with any from related organizations beside each, and the filer's own total. It is shown with the Part VII listing of the same name on the same return. The form gives no key between the two, so that pairing is ours, and is marked matched by us.

Schedule J

Answered yes

None.

Answered no

  • 4a · Severance or change-of-control payment
  • 4b · Supplemental nonqualified retirement plan
  • 4c · Equity-based compensation arrangement
  • 5a · Pay contingent on this organization's revenues
  • 5b · Pay contingent on a related organization's revenues
  • 6a · Pay contingent on this organization's net earnings
  • 6b · Pay contingent on a related organization's net earnings
  • 7 · Other non-fixed payments
  • 8 · Paid under the initial-contract exception

The filer's explanations (Part III)

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

Part I's answers as filed. A line not listed was left unanswered; on lines 1a and 3 that means the box was not checked.

Grants on this return

The 10 largest by cash amount. The API serves every itemized grant.

Related organizations on this return

Schedule R Part II: tax-exempt organizations related to the filer by control. It does not record shared board members or money.

Taxable family on this return

Schedule R Parts I, III and IV, as filed. These record ownership and control, not shared board members or money moved.

Related partnerships

Part III: related organizations taxable as a partnership, with the filer's share.

  • SR Associates

    Unrelated · Rental Real Estate · OH · 60% owned · share of income $3,857 · share of assets $3,791,360

    Directly controlled by Columbus Jewish Foundation

Related corporations and trusts

Part IV: related organizations taxable as a corporation or trust.

  • Charitable Remainder Trust (7)

    Charitable Trust · OH · controlled entity

    Directly controlled by Columbus Jewish Foundation

  • Charitable Lead Trust (2)

    Charitable Trust · OH · controlled entity

    Directly controlled by Columbus Jewish Foundation

  • TMB Development Inc

    S · Rental Real Estate · OH · 100% owned · share of income $183,514 · controlled entity

    Directly controlled by Columbus Jewish Foundation

Provenance

Return type
form_990
Tax year
2022
Filed
15 May 2024
IRS schema version
2022v5.0
Source object
202441369349309624

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