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TIN: 31-1550556
SCHEDULE R
(Form 990)
Department of the Treasury
Internal Revenue Service
Related Organizations and Unrelated Partnerships
Complete if the organization answered "Yes" on Form 990, Part IV, line 33, 34, 35b, 36, or 37.
Attach to Form 990.
Go to
www.irs.gov/Form990
for instructions and the latest information.
OMB No. 1545-0047
20
21
Open to Public Inspection
Name of the organization
SIEMER FAMILY FOUNDATION
Employer identification number
31-1550556
Part I
Identification of Disregarded Entities.
Complete if the organization answered "Yes" on Form 990, Part IV, line 33.
(a)
Name, address, and EIN (if applicable) of disregarded entity
(b)
Primary activity
(c)
Legal domicile (state
or foreign country)
(d)
Total income
(e)
End-of-year assets
(f)
Direct controlling
entity
Part II
Identification of Related Tax-Exempt Organizations.
Complete if the organization answered "Yes" on Form 990, Part IV, line 34 because it had one or more related tax-exempt organizations during the tax year.
(a)
Name, address, and EIN of related organization
(b)
Primary activity
(c)
Legal domicile (state
or foreign country)
(d)
Exempt Code section
(e)
Public charity status
(if section 501(c)(3))
(f)
Direct controlling
entity
(g)
Section 512(b)(13) controlled entity?
Yes
No
(1)
THE COLUMBUS FOUNDATION
1234 EAST BROAD STREET
COLUMBUS
,
OH
432051405
31-6044264
GRANTMAKING
OH
501C3
LINE 8
N/A
No
(2)
COMMUNITY FOUNDATIONS INC
1234 EAST BROAD STREET
COLUMBUS
,
OH
432051405
31-1197385
GRANTMAKING
OH
501C3
LINE 8
N/A
No
(3)
BATTELLE CHARITIES
1234 EAST BROAD STREET
COLUMBUS
,
OH
432051405
31-1772342
GRANTMAKING
OH
501C3
LINE 11A, TYPE 1
THE COLUMBUS FOUNDATION
No
(4)
CENTRAL BENEFITS HEALTH CARE FOUNDATION
1234 EAST BROAD STREET
COLUMBUS
,
OH
432051405
31-1502517
GRANTMAKING
OH
501C3
LINE 11A, TYPE 1
THE COLUMBUS FOUNDATION
No
(5)
COLUMBUS YOUTH FOUNDATION
1234 EAST BROAD STREET
COLUMBUS
,
OH
432051405
31-6034435
GRANTMAKING
OH
501C3
LINE 11A, TYPE 1
THE COLUMBUS FOUNDATION
No
(6)
COMMUNITY GIFTS FOUNDATION
1234 EAST BROAD STREET
COLUMBUS
,
OH
432051405
31-1606919
GRANTMAKING
OH
501C3
LINE 11A, TYPE 1
THE COLUMBUS FOUNDATION
No
(7)
CRANE FAMILY FOUNDATION
1234 EAST BROAD STREET
COLUMBUS
,
OH
432051405
41-2138379
GRANTMAKING
OH
501C3
LINE 11A, TYPE 1
THE COLUMBUS FOUNDATION
No
(8)
THE WILLIAM H DAVIS DOROTHY M DAVIS AND WILLIAM C DAVIS FOUNDATION
1234 EAST BROAD STREET
COLUMBUS
,
OH
432051405
31-1372548
GRANTMAKING
OH
501C3
LINE 11A, TYPE 1
THE COLUMBUS FOUNDATION
No
(9)
BORROR FAMILY FOUNDATION
1234 EAST BROAD STREET
COLUMBUS
,
OH
432051405
20-0523484
GRANTMAKING
OH
501C3
LINE 11A, TYPE 1
THE COLUMBUS FOUNDATION
No
(10)
THE PAUL G DUKE FOUNDATION INC
1234 EAST BROAD STREET
COLUMBUS
,
OH
432051405
31-1045339
GRANTMAKING
OH
501C3
LINE 11A, TYPE 1
THE COLUMBUS FOUNDATION
No
(11)
THE FG FOUNDATION
1234 EAST BROAD STREET
COLUMBUS
,
OH
432051405
01-0552288
GRANTMAKING
OH
501C3
LINE 11A, TYPE 1
THE COLUMBUS FOUNDATION
No
(12)
JOHN B & DARETH GERLACH FOUNDATION
1234 EAST BROAD STREET
COLUMBUS
,
OH
432051405
31-1487829
GRANTMAKING
OH
501C3
LINE 11A, TYPE 1
THE COLUMBUS FOUNDATION
No
(13)
THE JOHN J & PAULINE GERLACH FOUNDATION
1234 EAST BROAD STREET
COLUMBUS
,
OH
432051405
31-1453633
GRANTMAKING
OH
501C3
LINE 11A, TYPE 1
THE COLUMBUS FOUNDATION
No
(14)
GREER FOUNDATION
1234 EAST BROAD STREET
COLUMBUS
,
OH
432051405
31-1438583
GRANTMAKING
OH
501C3
LINE 11A, TYPE 1
THE COLUMBUS FOUNDATION
No
(15)
HINSON FAMILY TRUST
1234 EAST BROAD STREET
COLUMBUS
,
OH
432051405
31-6653583
GRANTMAKING
OH
501C3
LINE 11A, TYPE 1
THE COLUMBUS FOUNDATION
No
(16)
INGRAM-WHITE CASTLE FOUNDATION
1234 EAST BROAD STREET
COLUMBUS
,
OH
432051405
31-6051433
GRANTMAKING
OH
501C3
LINE 11A, TYPE 1
THE COLUMBUS FOUNDATION
No
(17)
KIDD FAMILY FOUNDATION
1234 EAST BROAD STREET
COLUMBUS
,
OH
432051405
31-1631547
GRANTMAKING
OH
501C3
LINE 11A, TYPE 1
COMMUNITY FOUNDATIONS INC
No
(18)
THE ARTHUR & SARA JO KOBACKER ALFRED & IDA KOBACKER FOUNDATION
1234 EAST BROAD STREET
COLUMBUS
,
OH
432051405
31-1380072
GRANTMAKING
OH
501C3
LINE 11A, TYPE 1
THE COLUMBUS FOUNDATION
No
(19)
L BRANDS FOUNDATION
1234 EAST BROAD STREET
COLUMBUS
,
OH
432051405
31-1387703
GRANTMAKING
OH
501C3
LINE 11A, TYPE 1
THE COLUMBUS FOUNDATION
No
(20)
THE MARSH FAMILY FOUNDATION
1234 EAST BROAD STREET
COLUMBUS
,
OH
432051405
31-1364161
GRANTMAKING
OH
501C3
LINE 11A, TYPE 1
THE COLUMBUS FOUNDATION
No
(21)
THE JOHN H MCCONNELL FOUNDATION
1234 EAST BROAD STREET
COLUMBUS
,
OH
432051405
31-1253999
GRANTMAKING
OH
501C3
LINE 11A, TYPE 1
THE COLUMBUS FOUNDATION
No
(22)
MEUSE FAMILY FOUNDATION
1234 EAST BROAD STREET
COLUMBUS
,
OH
432051405
26-0017844
GRANTMAKING
OH
501C3
LINE 11A, TYPE 1
THE COLUMBUS FOUNDATION
No
(23)
MORITZ FAMILY FOUNDATION
1234 EAST BROAD STREET
COLUMBUS
,
OH
432051405
32-0100273
GRANTMAKING
OH
501C3
LINE 11A, TYPE 1
THE COLUMBUS FOUNDATION
No
(24)
ROUSH FAMILY FOUNDATION
1234 EAST BROAD STREET
COLUMBUS
,
OH
432051405
31-1677576
GRANTMAKING
OH
501C3
LINE 11A, TYPE 1
THE COLUMBUS FOUNDATION
No
(25)
THE SHACKELFORD FAMILY FOUNDATION
1234 EAST BROAD STREET
COLUMBUS
,
OH
432051405
31-1418621
GRANTMAKING
OH
501C3
LINE 11A, TYPE 1
THE COLUMBUS FOUNDATION
No
(26)
TRINITY FOUNDATION
1234 EAST BROAD STREET
COLUMBUS
,
OH
432051405
20-2475731
GRANTMAKING
OH
501C3
LINE 11A, TYPE 1
THE COLUMBUS FOUNDATION
No
(27)
MARGARET AND ROBERT WALTER FOUNDATION
1234 EAST BROAD STREET
COLUMBUS
,
OH
432051405
31-1491083
GRANTMAKING
OH
501C3
LINE 11A, TYPE 1
THE COLUMBUS FOUNDATION
No
(28)
THE ROBERT F WOLFE & EDGAR T WOLFE FOUNDATION
1234 EAST BROAD STREET
COLUMBUS
,
OH
432051405
31-1253442
GRANTMAKING
OH
501C3
LINE 11A, TYPE 1
THE COLUMBUS FOUNDATION
No
(29)
ISABELLE RIDGWAY FOUNDATION
1234 EAST BROAD STREET
COLUMBUS
,
OH
432051405
82-1962568
GRANTMAKING
OH
501C3
LINE 11A, TYPE 1
THE COLUMBUS FOUNDATION
No
(30)
SIEMER INSTITUTE
1234 EAST BROAD STREET
COLUMBUS
,
OH
432051405
81-4859121
GRANTMAKING
OH
501C3
LINE 11A, TYPE 1
THE COLUMBUS FOUNDATION
No
For Paperwork Reduction Act Notice, see the Instructions for Form 990.
Cat. No. 50135Y
Schedule R (Form 990) 2021
Schedule R (Form 990) 2021
Page
2
Part III
Identification of Related Organizations Taxable as a Partnership.
Complete if the organization answered "Yes" on Form 990, Part IV, line 34, because it had one or more related organizations treated as a partnership during the tax year.
(a)
Name, address, and EIN of
related organization
(b)
Primary activity
(c)
Legal
domicile
(state or foreign
country)
(d)
Direct controlling
entity
(e)
Predominant income(related, unrelated, excluded from tax under sections 512-514)
(f)
Share of total income
(g)
Share of end-of-year
assets
(h)
Disproprtionate allocations?
(i)
Code V-UBI
amount in box 20 of
Schedule K-1
(Form 1065)
(j)
General or
managing
partner?
(k)
Percentage
ownership
Yes
No
Yes
No
Part IV
Identification of Related Organizations Taxable as a Corporation or Trust.
Complete if the organization answered "Yes" on Form 990, Part IV, line 34 because it had one or more related organizations treated as a corporation or trust during the tax year.
(a)
Name, address, and EIN of
related organization
(b)
Primary activity
(c)
Legal
domicile
(state or foreign
country)
(d)
Direct controlling
entity
(e)
Type of entity
(C corp, S corp,
or trust)
(f)
Share of total income
(g)
Share of end-of-year
assets
(h)
Percentage
ownership
(i)
Section 512(b)(13) controlled entity?
Yes
No
Schedule R (Form 990) 2021
Schedule R (Form 990) 2021
Page
3
Part V
Transactions With Related Organizations.
Complete if the organization answered "Yes" on Form 990, Part IV, line 34, 35b, or 36.
Note.
Complete line 1 if any entity is listed in Parts II, III, or IV of this schedule.
Yes
No
1
During the tax year, did the orgranization engage in any of the following transactions with one or more related organizations listed in Parts II-IV?
a
Receipt of
(i)
interest,
(ii)
annuities,
(iii)
royalties, or
(iv)
rent from a controlled entity
.....................
1a
No
b
Gift, grant, or capital contribution to related organization(s)
............................
1b
Yes
c
Gift, grant, or capital contribution from related organization(s)
............................
1c
No
d
Loans or loan guarantees to or for related organization(s)
............................
1d
No
e
Loans or loan guarantees by related organization(s)
............................
1e
No
f
Dividends from related organization(s)
............................
1f
No
g
Sale of assets to related organization(s)
............................
1g
No
h
Purchase of assets from related organization(s)
............................
1h
No
i
Exchange of assets with related organization(s)
............................
1i
No
j
Lease of facilities, equipment, or other assets to related organization(s)
.......................
1j
No
k
Lease of facilities, equipment, or other assets from related organization(s)
......................
1k
No
l
Performance of services or membership or fundraising solicitations for related organization(s)
.....................
1l
No
m
Performance of services or membership or fundraising solicitations by related organization(s)
.................
1m
Yes
n
Sharing of facilities, equipment, mailing lists, or other assets with related organization(s)
...................
1n
No
o
Sharing of paid employees with related organization(s)
............................
1o
No
p
Reimbursement paid to related organization(s) for expenses
............................
1p
Yes
q
Reimbursement paid by related organization(s) for expenses
............................
1q
No
r
Other transfer of cash or property to related organization(s)
............................
1r
No
s
Other transfer of cash or property from related organization(s)
............................
1s
No
2
If the answer to any of the above is "Yes," see the instructions for information on who must complete this line, including covered relationships and transaction thresholds.
(a)
Name of related organization
(b)
Transaction
type (a-s)
(c)
Amount involved
(d)
Method of determining amount involved
(1)
SIEMER INSTITUTE
B
12,500,000
APPROVED GRANT
(2)
THE COLUMBUS FOUNDATION
M
65,366
CASH PAYMENT
(3)
THE COLUMBUS FOUNDATION
P
3,400
CASH PAYMENT
(4)
THE COLUMBUS FOUNDATION
B
261,000
CASH AND FUTURE PAYMENTS
Schedule R (Form 990) 2021
Schedule R (Form 990) 2021
Page
4
Part VI
Unrelated Organizations Taxable as a Partnership.
Complete if the organization answered "Yes" on Form 990, Part IV, line 37.
Provide the following information for each entity taxed as a partnership through which the organization conducted more than five percent of its activities (measured by total assets or gross revenue) that was not a related organization. See instructions regarding exclusion for certain investment partnerships.
(a)
Name, address, and EIN of entity
(b)
Primary activity
(c)
Legal domicile
(state or foreign
country)
(d)
Predominant income (related, unrelated, excluded from tax under sections 512-514)
(e)
Are all partners
section
501(c)(3)
organizations?
(f)
Share of total income
(g)
Share of
end-of-year
assets
(h)
Disproprtionate allocations?
(i)
Code V-UBI
amount in box 20
of Schedule K-1
(Form 1065)
(j)
General or
managing
partner?
(k)
Percentage
ownership
Yes
No
Yes
No
Yes
No
(1)
SIEMER VENTURES II LP
1661 E FRANKLIN AVE
EL SEGUNDO
,
CA
90245
45-2826247
INVESTMENT MANAGEMENT
CA
INVESTMENT
No
836,295
6,278,401
No
-9,431
No
36.960 %
(2)
WAGEMAKER PARTNERS III LP
1661 E FRANKLIN AVE
EL SEGUNDO
,
CA
90245
47-0967998
INVESTMENT MANAGEMENT
CA
INVESTMENT
No
713,281
10,418,414
No
-8,208
No
28.590 %
(3)
ONEX STRUCTURED CREDIT OPPORTUNITIES PARTNERS I LP
930 SYLVAN AVE
EDGLEWOOD CLIFFS
,
NJ
07632
85-1866083
INVESTMENT MANAGEMENT
NJ
INVESTMENT
No
403,988
2,995,758
No
18,488
No
3.920 %
Schedule R (Form 990) 2021
Schedule R (Form 990) 2021
Page
5
Part VII
Supplemental Information
Provide additional information for responses to questions on Schedule R. See instructions.
Return Reference
Explanation
Schedule R (Form 990) 2021
Additional Data
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