Form990-PF

Department of the Treasury
Internal Revenue Service
Return of Private Foundation
or Section 4947(a)(1) Nonexempt Charitable Trust
Treated as a Private Foundation
Note. The foundation may be able to use a copy of this return to satisfy state reporting requirements.
OMB No. 1545-0052
2012
Open to Public Inspection
For calendar year 2012, or tax year beginning 01-01-2012 , and ending 12-31-2012
Name of foundation
THE GEORGE FOUNDATION
 

Number and street (or P.O. box number if mail is not delivered to street address)PO BOX 21609   Room/suite
City or town, state, and ZIP code
COLUMBUS, OH432210609
A Employer identification number

31-1030194
B Telephone number (see instructions)

(614) 228-1541
C bullet
G Check all that apply:

D 1. bullet
2. bullet
H Check type of organization:
I Fair market value of all assets at end
of year (from Part II, col. (c),
line 16)bullet$7,355,072
J Accounting method:
 
(Part I, column (d) must be on cash basis.)
E bullet
F bullet
Part I Analysis of Revenue and Expenses (The total of amounts in columns (b), (c), and (d) may not necessarily equal the amounts in column (a) (see instructions).) (a) Revenue and
expenses per
books
(b) Net investment
income
(c) Adjusted net
income
(d) Disbursements
for charitable
purposes
(cash basis only)
Revenue 1 Contributions, gifts, grants, etc., received (attach schedule) 164,168
2 Check bullet
3 Interest on savings and temporary cash investments 17 17 17
4 Dividends and interest from securities...... 356,408 356,408 356,408
5a Gross rents..............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 -6,710
b Gross sales price for all assets on line 6a 141,044
7 Capital gain net income (from Part IV, line 2)...  
8 Net short-term capital gain.........  
9 Income modifications...........  
10a Gross sales less returns and allowances  
b Less: Cost of goods sold....  
c Gross profit or (loss) (attach schedule).....    
11 Other income (attach schedule).......      
12 Total. Add lines 1 through 11........ 513,883 356,425 356,425
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc.        
14 Other employee salaries and wages......        
15 Pension plans, employee benefits.......        
16a Legal fees (attach schedule)......... 5,456 5,456 5,456  
b Accounting fees (attach schedule)....... 4,595 4,595 4,595  
c Other professional fees (attach schedule)....        
17 Interest...............        
18 Taxes (attach schedule) (see instructions) 10,389      
19 Depreciation (attach schedule) and depletion...      
20 Occupancy..............        
21 Travel, conferences, and meetings.......        
22 Printing and publications..........        
23 Other expenses (attach schedule)....... 376 376 376  
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 20,816 10,427 10,427 0
25 Contributions, gifts, grants paid........ 376,420 376,420
26 Total expenses and disbursements. Add lines 24 and 25 397,236 10,427 10,427 376,420
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements 116,647
b Net investment income (if negative, enter -0-) 345,998
c Adjusted net income (if negative, enter -0-)... 345,998
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2012)
Form 990-PF (2012)
Page 2
Part II Balance Sheets Attached schedules and amounts in the description column
should be for end-of-year amounts only. (See instructions.)
Beginning of year End of year
(a) Book Value (b) Book Value (c) Fair Market Value
Assets 1 Cash—non-interest-bearing............... 13,546 17,582 17,582
2 Savings and temporary cash investments.......... 71,071 103,508 103,508
3 Accounts receivable bullet  
Less: allowance for doubtful accounts bullet        
4 Pledges receivable bullet  
Less: allowance for doubtful accounts bullet        
5 Grants receivable.................      
6 Receivables due from officers, directors, trustees, and other
disqualified persons (attach schedule) (see page 15 of the
instructions)....................      
7 Other notes and loans receivable (attach schedule) bullet  
Less: allowance for doubtful accounts bullet        
8 Inventories for sale or use...............      
9 Prepaid expenses and deferred charges...........      
10a Investments—U.S. and state government obligations (attach schedule) 1,518,553 Click to see attachment1,709,195 1,837,437
b Investments—corporate stock (attach schedule)........ 366,084 Click to see attachment366,084 2,312,902
c Investments—corporate bonds (attach schedule)........ 2,966,640 Click to see attachment2,856,172 3,083,643
11 Investments—land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
12 Investments—mortgage loans..............      
13 Investments—other (attach schedule)...........      
14 Land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
15 Other assets (describe bullet)      
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 4,935,894 5,052,541 7,355,072
Liabilities 17 Accounts payable and accrued expenses..........    
18 Grants payable...................    
19 Deferred revenue..................    
20 Loans from officers, directors, trustees, and other disqualified persons    
21 Mortgages and other notes payable (attach schedule)......    
22 Other liabilities (describe bullet)    
23 Total liabilities (add lines 17 through 22)..........   0
Net Assets or Fund Balances bullet
and complete lines 24 through 26 and lines 30 and 31.
24 Unrestricted....................    
25 Temporarily restricted................    
26 Permanently restricted................    
bullet
and complete lines 27 through 31.
27 Capital stock, trust principal, or current funds.........    
28 Paid-in or capital surplus, or land, bldg., and equipment fund    
29 Retained earnings, accumulated income, endowment, or other funds 4,935,894 5,052,541
30 Total net assets or fund balances (see page 17 of the
instructions).................... 4,935,894 5,052,541
31 Total liabilities and net assets/fund balances (see page 17 of
the instructions).................. 4,935,894 5,052,541
Part III Analysis of Changes in Net Assets or Fund Balances
1 Total net assets or fund balances at beginning of year—Part II, column (a), line 30 (must agree
with end-of-year figure reported on prior year’s return)............... 1 4,935,894
2 Enter amount from Part I, line 27a..................... 2 116,647
3 Other increases not included in line 2 (itemize) bullet 3  
4 Add lines 1, 2, and 3.......................... 4 5,052,541
5 Decreases not included in line 2 (itemize) bullet 5  
6 Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 30. 6 5,052,541
Form 990-PF (2012)
Form 990-PF (2012)
Page 3
Part IV
Capital Gains and Losses for Tax on Investment Income
(a) List and describe the kind(s) of property sold (e.g., real estate,
2-story brick warehouse; or common stock, 200 shs. MLC Co.)
(b) How acquired
P—Purchase
D—Donation
(c) Date acquired
(mo., day, yr.)
(d) Date sold
(mo., day, yr.)
1 a PUBLICALLY TRADED SECURITIES P    
b
c
d
e
(e) Gross sales price (f) Depreciation allowed
(or allowable)
(g) Cost or other basis
plus expense of sale
(h) Gain or (loss)
(e) plus (f) minus (g)
a 141,044   147,754 -6,710
b
c
d
e
Complete only for assets showing gain in column (h) and owned by the foundation on 12/31/69 (l) Gains (Col. (h) gain minus
col. (k), but not less than -0-) or
Losses (from col.(h))
(i) F.M.V. as of 12/31/69 (j) Adjusted basis
as of 12/31/69
(k) Excess of col. (i)
over col. (j), if any
a       -6,710
b
c
d
e
2 Capital gain net income or (net capital loss) Bracket If gain, also enter in Part I, line 7
If (loss), enter -0- in Part I, line 7
Bracket 2 -6,710
3 Net short-term capital gain or (loss) as defined in sections 1222(5) and (6):
If gain, also enter in Part I, line 8, column (c) (see instructions). If (loss), enter -0-
in Part I, line 8 . . . . . . . . . . . . . . . .
Bracket 3  
Part V
Qualification Under Section 4940(e) for Reduced Tax on Net Investment Income
(For optional use by domestic private foundations subject to the section 4940(a) tax on net investment income.)

If section 4940(d)(2) applies, leave this part blank.
Was the foundation liable for the section 4942 tax on the distributable amount of any year in the base period?
If “Yes,” the foundation does not qualify under section 4940(e). Do not complete this part.
1 Enter the appropriate amount in each column for each year; see page 18 of the instructions before making any entries.
(a)
Base period years Calendar
year (or tax year beginning in)
(b)
Adjusted qualifying distributions
(c)
Net value of noncharitable-use assets
(d)
Distribution ratio
(col. (b) divided by col. (c))
2011 287,680 6,726,127 0.042771
2010 321,819 6,174,654 0.052119
2009 318,561 5,466,313 0.058277
2008 308,953 5,626,064 0.054915
2007 302,285 5,818,612 0.051951
2 Total of line 1, column (d) ...................... 2 0.260033
3 Average distribution ratio for the 5-year base period—divide the total on line 2 by 5, or by
the number of years the foundation has been in existence if less than 5 years
. . .
3 0.052007
4 Enter the net value of noncharitable-use assets for 2012 from Part X, line 5..... 4 7,212,565
5 Multiply line 4 by line 3....................... 5 375,104
6 Enter 1% of net investment income (1% of Part I, line 27b)........... 6 3,460
7 Add lines 5 and 6......................... 7 378,564
8 Enter qualifying distributions from Part XII, line 4.............. 8 376,420
If line 8 is equal to or greater than line 7, check the box in Part VI, line 1b, and complete that part using a 1% tax rate. See
the Part VI instructions.
Form 990-PF (2012)
Form 990-PF (2012)
Page 4
Part VI
Excise Tax Based on Investment Income (Section 4940(a), 4940(b), 4940(e), or 4948—see page 18 of the instructions)
1a Bulletand enter “N/A” on line 1. Bracket
Date of ruling or determination letter:   (attach copy of letter if necessary–see instructions)
b 1 6,920
hereBulletand enter 1% of Part I, line 27b...................
c All other domestic foundations enter 2% of line 27b. Exempt foreign organizations enter 4% of Part I, line 12, col. (b)
2 Tax under section 511 (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 2  
3 Add lines 1 and 2............................ 3 6,920
4 Subtitle A (income) tax (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-). 4  
5 Tax based on investment income. Subtract line 4 from line 3. If zero or less, enter -0- ..... 5 6,920
6 Credits/Payments:
a 2012 estimated tax payments and 2011 overpayment credited to 2012 6a 6,553
b Exempt foreign organizations—tax withheld at source....... 6b
c Tax paid with application for extension of time to file (Form 8868) 6c  
d Backup withholding erroneously withheld ........... 6d  
7 Total credits and payments. Add lines 6a through 6d.............. 7 6,553
8 Enter any penalty for underpayment of estimated tax. if Form 2220 is attached. Click to see attachment 8 4
9 Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed.......Bullet 9 371
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...Bullet 10  
11 Enter the amount of line 10 to be: Credited to 2013 estimated taxBullet   Refunded Bullet 11  
Part VII-A
Statements Regarding Activities
1a
During the tax year, did the foundation attempt to influence any national, state, or local legislation or did
Yes
No
it participate or intervene in any political campaign? ....................
1a
 
No
b
Did it spend more than $100 during the year (either directly or indirectly) for political purposes (see page 19 of
the instructions for definition)?............................
1b
 
No
If the answer is “Yes” to 1a or 1b, attach a detailed description of the activities and copies of any materials
published or distributed by the foundation in connection with the activities.
c
Did the foundation file Form 1120-POL for this year?.....................
1c
 
No
d
Enter the amount (if any) of tax on political expenditures (section 4955) imposed during the year:
(1) On the foundation. bullet$   (2) On foundation managers.bullet$  
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.bullet$  
2
Has the foundation engaged in any activities that have not previously been reported to the IRS?.......
2
 
No
If “Yes,” attach a detailed description of the activities.
3
Has the foundation made any changes, not previously reported to the IRS, in its governing instrument, articles
of incorporation, or bylaws, or other similar instruments? If “Yes,” attach a conformed copy of the changes....
3
 
No
4a
Did the foundation have unrelated business gross income of $1,000 or more during the year?........
4a
 
No
b
If “Yes,” has it filed a tax return on Form 990-T for this year?...................
4b
 
 
5
Was there a liquidation, termination, dissolution, or substantial contraction during the year?.........
5
 
No
If “Yes,” attach the statement required by General Instruction T.
6
Are the requirements of section 508(e) (relating to sections 4941 through 4945) satisfied either:
  • By language in the governing instrument, or
  • By state legislation that effectively amends the governing instrument so that no mandatory directions
  • that conflict with the state law remain in the governing instrument?................
    6
    Yes
     
    7
    Did the foundation have at least $5,000 in assets at any time during the year? If “Yes,” complete Part II, col. (c), and Part XV.
    7
    Yes
     
    8a
    Enter the states to which the foundation reports or with which it is registered (see instructions)
    bulletOH
    b
    If the answer is “Yes” to line 7, has the foundation furnished a copy of Form 990-PF to the Attorney
    General (or designate) of each state as required by General Instruction G? If “No,” attach explanation .
    8b
    Yes
     
    9
    Is the foundation claiming status as a private operating foundation within the meaning of section 4942(j)(3)
    or 4942(j)(5) for calendar year 2012 or the taxable year beginning in 2012 (see instructions for Part XIV)?
    If “Yes,” complete Part XIV.............................
    9
     
    No
    10
    Did any persons become substantial contributors during the tax year? If “Yes,” attach a schedule listing their names and addresses.
    10
     
    No
    11
    At any time during the year, did the foundation, directly or indirectly, own a controlled entity within the
    meaning of section 512(b)(13)? If "Yes," attach schedule. (see instructions) .............
    11
     
    No
    12
    Did the foundation make a distribution to a donor advised fund over which the foundation or a disqualified person had
    advisory privileges? If "Yes," attach statement (see instructions).................
    12
     
    No
    13
    Did the foundation comply with the public inspection requirements for its annual returns and exemption application?
    13
    Yes
     
    Website addressbulletN/A
    14
    The books are in care ofbulletJACK GEORGE Telephone no.bullet (614) 451-5468
    Located atbullet2627 JOHNSTON ROAD2627 JOHNSTON ROADUPPER ARLINGTONOH ZIP+4bullet43220
    15
    Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of Form 1041.........bullet
    and enter the amount of tax-exempt interest received or accrued during the year ......bullet
    15  
    16
    At any time during calendar year 2012, did the foundation have an interest in or a signature or other authority over
    a bank, securities, or other financial account in a foreign country? .................
    16
     
    No
    See instructions for exceptions and filing requirements for Form TD F 90-22.1. If "Yes", enter the name of the foreign country bullet  
    Form 990-PF (2012)
    Form 990-PF (2012)
    Page 5
    Part VII-B
    Statements Regarding Activities for Which Form 4720 May Be Required
    File Form 4720 if any item is checked in the “Yes” column, unless an exception applies.
    Yes
    No
    1a
    During the year did the foundation (either directly or indirectly):
    (1) Engage in the sale or exchange, or leasing of property with a disqualified person?
    (2) Borrow money from, lend money to, or otherwise extend credit to (or accept it from)
    a disqualified person?.........................
    (3) Furnish goods, services, or facilities to (or accept them from) a disqualified person?
    (4) Pay compensation to, or pay or reimburse the expenses of, a disqualified person?
    (5) Transfer any income or assets to a disqualified person (or make any of either available
    for the benefit or use of a disqualified person)?.................
    (6) Agree to pay money or property to a government official? (Exception. Check “No”
    if the foundation agreed to make a grant to or to employ the official for a period
    after termination of government service, if terminating within 90 days.).........
    b
    If any answer is “Yes” to 1a(1)–(6), did any of the acts fail to qualify under the exceptions described in Regulations
    section 53.4941(d)-3 or in a current notice regarding disaster assistance (see page 20 of the instructions)?...
    1b
     
     
    .........bullet
    c
    Did the foundation engage in a prior year in any of the acts described in 1a, other than excepted acts,
    that were not corrected before the first day of the tax year beginning in 2012?.............
    1c
     
     
    2
    Taxes on failure to distribute income (section 4942) (does not apply for years the foundation was a private
    operating foundation defined in section 4942(j)(3) or 4942(j)(5)):
    a
    At the end of tax year 2012, did the foundation have any undistributed income (lines 6d
    and 6e, Part XIII) for tax year(s) beginning before 2012?...............
    If “Yes,” list the years bullet20, 20, 20, 20
    b
    Are there any years listed in 2a for which the foundation is not applying the provisions of section 4942(a)(2)
    (relating to incorrect valuation of assets) to the year’s undistributed income? (If applying section 4942(a)(2)
    to all years listed, answer “No” and attach statement—see instructions.) ..............
    2b
     
     
    c
    If the provisions of section 4942(a)(2) are being applied to any of the years listed in 2a, list the years here.
    bullet20, 20, 20, 20
    3a
    Did the foundation hold more than a 2% direct or indirect interest in any business enterprise at
    any time during the year?.........................
    b
    If “Yes,” did it have excess business holdings in 2012 as a result of (1) any purchase by the foundation
    or disqualified persons after May 26, 1969; (2) the lapse of the 5-year period (or longer period approved
    by the Commissioner under section 4943(c)(7)) to dispose of holdings acquired by gift or bequest; or (3)
    the lapse of the 10-, 15-, or 20-year first phase holding period? (Use Schedule C, Form 4720, to determine
    if the foundation had excess business holdings in 2012.)....................
    3b
     
     
    4a
    Did the foundation invest during the year any amount in a manner that would jeopardize its charitable purposes?
    4a
     
    No
    b
    Did the foundation make any investment in a prior year (but after December 31, 1969) that could jeopardize its
    charitable purpose that had not been removed from jeopardy before the first day of the tax year beginning in 2012?
    4b
     
    No
    5a
    During the year did the foundation pay or incur any amount to:
    (1) Carry on propaganda, or otherwise attempt to influence legislation (section 4945(e))?
    (2) Influence the outcome of any specific public election (see section 4955); or to carry
    on, directly or indirectly, any voter registration drive?...............
    (3) Provide a grant to an individual for travel, study, or other similar purposes?
    (4) Provide a grant to an organization other than a charitable, etc., organization described
    in section 509(a)(1), (2), or (3), or section 4940(d)(2)? (see instructions)........
    (5) Provide for any purpose other than religious, charitable, scientific, literary, or
    educational purposes, or for the prevention of cruelty to children or animals?........
    b
    If any answer is “Yes” to 5a(1)–(5), did any of the transactions fail to qualify under the exceptions described in
    Regulations section 53.4945 or in a current notice regarding disaster assistance (see instructions)? ......
    5b
     
     
    .........bullet
    c
    If the answer is “Yes” to question 5a(4), does the foundation claim exemption from the
    tax because it maintained expenditure responsibility for the grant?............
    If “Yes,” attach the statement required by Regulations section 53.4945–5(d).
    6a
    Did the foundation, during the year, receive any funds, directly or indirectly, to pay premiums on
    a personal benefit contract?........................
    b
    Did the foundation, during the year, pay premiums, directly or indirectly, on a personal benefit contract?....
    6b
     
    No
    If “Yes” to 6b, file Form 8870.
    7a
    At any time during the tax year, was the foundation a party to a prohibited tax shelter transaction?
    b
    If yes, did the foundation receive any proceeds or have any net income attributable to the transaction? ....
    7b
     
     
    Form 990-PF (2012)
    Form 990-PF (2012)
    Page 6
    Part VIII
    Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
    and Contractors
    1 List all officers, directors, trustees, foundation managers and their compensation (see instructions).
    (a) Name and address (b) Title, and average
    hours per week
    devoted to position
    (c) Compensation
    (If not paid, enter
    -0-)
    (d) Contributions to
    employee benefit plans
    and deferred compensation
    (e) Expense account,
    other allowances
    JACK GEORGEClick to see attachment PRESIDENT
    3.00
    0 0 0
    2627 JOHNSTON ROAD
    UPPER ARLINGTON,OH43220
    JOAN GEORGEClick to see attachment SEC/TREAS
    3.00
    0 0 0
    2627 JOHNSTON ROAD
    UPPER ARLINGTON,OH43220
    CAROL GEORGEClick to see attachment TRUSTEE
    1.00
    0 0 0
    4927 STONEHAVEN DRIVE
    COLUMBUS,OH43220
    SARAH GEORGEClick to see attachment TRUSTEE
    1.00
    0 0 0
    453 ELM AVENUE
    GLENDALE,MO63122
    2 Compensation of five highest-paid employees (other than those included on line 1—see instructions). If none, enter “NONE.”
    (a) Name and address of each employee paid more than $50,000 (b) Title, and average
    hours per week
    devoted to position
    (c) Compensation (d) Contributions to
    employee benefit
    plans and deferred
    compensation
    (e) Expense account,
    other allowances
    NONE
    Total number of other employees paid over $50,000...................bullet  
    3 Five highest-paid independent contractors for professional services (see instructions). If none, enter "NONE".
    (a) Name and address of each person paid more than $50,000 (b) Type of service (c) Compensation
    NONE
    Total number of others receiving over $50,000 for professional services.............bullet  
    Part IX-A
    Summary of Direct Charitable Activities
    List the foundation’s four largest direct charitable activities during the tax year. Include relevant statistical information such as the number of organizations and other beneficiaries served, conferences convened, research papers produced, etc. Expenses
    1
     
    2  
    3  
    4  
    Form 990-PF (2012)
    Form 990-PF (2012)
    Page 7
    Part IX-B
    Summary of Program-Related Investments (see instructions)
    Describe the two largest program-related investments made by the foundation during the tax year on lines 1 and 2. Amount
    1 N/A  
    2  
    All other program-related investments. See page 24 of the instructions.
    3  
    Total. Add lines 1 through 3..........................bullet  
    Part X
    Minimum Investment Return (All domestic foundations must complete this part. Foreign foundations,
    see instructions.)
    1
    Fair market value of assets not used (or held for use) directly in carrying out charitable, etc.,
    purposes:
    a
    Average monthly fair market value of securities...................
    1a
    7,189,173
    b
    Average of monthly cash balances.......................
    1b
    133,228
    c
    Fair market value of all other assets (see instructions)................
    1c
    0
    d
    Total (add lines 1a, b, and c).........................
    1d
    7,322,401
    e
    Reduction claimed for blockage or other factors reported on lines 1a and
    1c (attach detailed explanation) .............
    1e
     
    2
    Acquisition indebtedness applicable to line 1 assets..................
    2
     
    3
    Subtract line 2 from line 1d.........................
    3
    7,322,401
    4
    Cash deemed held for charitable activities. Enter 1 1⁄2% of line 3 (for greater amount, see
    instructions) .............................
    4
    109,836
    5
    Net value of noncharitable-use assets. Subtract line 4 from line 3. Enter here and on Part V, line 4
    5
    7,212,565
    6
    Minimum investment return. Enter 5% of line 5..................
    6
    360,628
    Part XI
    Distributable Amount bullet and do not complete this part.)
    1
    Minimum investment return from Part X, line 6....................
    1
    360,628
    2a
    Tax on investment income for 2012 from Part VI, line 5......
    2a
    6,920
    b
    Income tax for 2012. (This does not include the tax from Part VI.)...
    2b
     
    c
    Add lines 2a and 2b............................
    2c
    6,920
    3
    Distributable amount before adjustments. Subtract line 2c from line 1............
    3
    353,708
    4
    Recoveries of amounts treated as qualifying distributions................
    4
     
    5
    Add lines 3 and 4............................
    5
    353,708
    6
    Deduction from distributable amount (see instructions).................
    6
     
    7
    Distributable amount as adjusted. Subtract line 6 from line 5. Enter here and on Part XIII,
    line 1................................
    7
    353,708
    Part XII
    Qualifying Distributions (see instructions)
    1
    Amounts paid (including administrative expenses) to accomplish charitable, etc., purposes:
    a
    Expenses, contributions, gifts, etc.—total from Part I, column (d), line 26 ..........
    1a
    376,420
    b
    Program-related investments—total from Part IX-B..................
    1b
     
    2
    Amounts paid to acquire assets used (or held for use) directly in carrying out charitable, etc.,
    purposes...............................
    2
     
    3
    Amounts set aside for specific charitable projects that satisfy the:
    a
    Suitability test (prior IRS approval required)....................
    3a
     
    b
    Cash distribution test (attach the required schedule) .................
    3b
     
    4
    Qualifying distributions. Add lines 1a through 3b. Enter here and on Part V, line 8, and Part XIII, line 4
    4
    376,420
    5
    Foundations that qualify under section 4940(e) for the reduced rate of tax on net investment
    income. Enter 1% of Part I, line 27b (see instructions).................
    5
     
    6
    Adjusted qualifying distributions. Subtract line 5 from line 4..............
    6
    376,420
    Note: The amount on line 6 will be used in Part V, column (b), in subsequent years when calculating whether the foundation qualifies for
    the section 4940(e) reduction of tax in those years.
    Form 990-PF (2012)
    Form 990-PF (2012)
    Page 8
    Part XIII
    Undistributed Income (see instructions)
    (a)
    Corpus
    (b)
    Years prior to 2011
    (c)
    2011
    (d)
    2012
    1 Distributable amount for 2012 from Part XI, line 7 353,708
    2 Undistributed income, if any, as of the end of 2012:
    a Enter amount for 2011 only.......  
    b Total for prior years:20, 20, 20  
    3 Excess distributions carryover, if any, to 2012:
    a From 2007.......  
    b From 2008....... 11,563
    c From 2009....... 53,145
    d From 2010....... 19,258
    e From 2011.......  
    fTotal of lines 3a through e......... 83,966
    4Qualifying distributions for 2012 from Part
    XII, line 4: bullet$ 376,420
    a Applied to 2011, but not more than line 2a  
    b Applied to undistributed income of prior years
    (Election required—see instructions)......
     
    c Treated as distributions out of corpus (Election
    required—see instructions).........
     
    d Applied to 2012 distributable amount..... 353,708
    e Remaining amount distributed out of corpus 22,712
    5 Excess distributions carryover applied to 2012.    
    (If an amount appears in column (d), the
    same amount must be shown in column (a).)
    6Enter the net total of each column as
    indicated below:
    a Corpus. Add lines 3f, 4c, and 4e. Subtract line 5 106,678
    b Prior years’ undistributed income. Subtract
    line 4b from line 2b ...........
     
    c Enter the amount of prior years’ undistributed
    income for which a notice of deficiency has
    been issued, or on which the section 4942(a)
    tax has been previously assessed......
     
    d Subtract line 6c from line 6b. Taxable amount
    —see instructions ...........
     
    e Undistributed income for 2011. Subtract line
    4a from line 2a. Taxable amount—see
    instructions .............
     
    f Undistributed income for 2012. Subtract
    lines 4d and 5 from line 1. This amount must
    be distributed in 2013 ..........
    0
    7 Amounts treated as distributions out of
    corpus to satisfy requirements imposed by
    section 170(b)(1)(F) or 4942(g)(3) (see
    instructions) .............
     
    8Excess distributions carryover from 2007 not
    applied on line 5 or line 7 (see instructions) ...
     
    9Excess distributions carryover to 2013.
    Subtract lines 7 and 8 from line 6a ......
    106,678
    10 Analysis of line 9:
    a Excess from 2008.... 11,563
    b Excess from 2009.... 53,145
    c Excess from 2010.... 19,258
    d Excess from 2011....  
    e Excess from 2012.... 22,712
    Form 990-PF (2012)
    Form 990-PF (2012)
    Page 9
    Part XIV
    Private Operating Foundations (see instructions and Part VII-A, question 9)
    1a If the foundation has received a ruling or determination letter that it is a private operating
    foundation, and the ruling is effective for 2012, enter the date of the ruling.......bullet
     
    b Check box to indicate whether the organization is a private operating foundation described in section or
    2a Enter the lesser of the adjusted net
    income from Part I or the minimum
    investment return from Part X for each
    year listed ..........
    Tax year Prior 3 years (e) Total
    (a) 2012 (b) 2011 (c) 2010 (d) 2009
             
    b 85% of line 2a .........          
    c Qualifying distributions from Part XII,
    line 4 for each year listed .....
             
    d Amounts included in line 2c not used directly
    for active conduct of exempt activities ....
             
    e Qualifying distributions made directly
    for active conduct of exempt activities.
    Subtract line 2d from line 2c ....
             
    3 Complete 3a, b, or c for the
    alternative test relied upon:
    a “Assets” alternative test—enter:
    (1) Value of all assets ......          
    (2) Value of assets qualifying
    under section 4942(j)(3)(B)(i)
             
    b “Endowment” alternative test— enter 2⁄3
    of minimum investment return shown in
    Part X, line 6 for each year listed...
             
    c “Support” alternative test—enter:
    (1) Total support other than gross
    investment income (interest,
    dividends, rents, payments
    on securities loans (section
    512(a)(5)), or royalties) ....
             
    (2) Support from general public
    and 5 or more exempt
    organizations as provided in
    section 4942(j)(3)(B)(iii)....
             
    (3) Largest amount of support
    from an exempt organization
             
    (4) Gross investment income          
    Part XV
    Supplementary Information (Complete this part only if the organization had $5,000 or more in
    assets at any time during the year—see instructions.)
    1Information Regarding Foundation Managers:
    aList any managers of the foundation who have contributed more than 2% of the total contributions received by the foundation
    before the close of any tax year (but only if they have contributed more than $5,000). (See section 507(d)(2).)
    bList any managers of the foundation who own 10% or more of the stock of a corporation (or an equally large portion of the
    ownership of a partnership or other entity) of which the foundation has a 10% or greater interest.
    2Information Regarding Contribution, Grant, Gift, Loan, Scholarship, etc., Programs:
    Check here bullet
    aThe name, address, and telephone number or e-mail of the person to whom applications should be addressed:
    JACK GEORGE
    PO BOX 21609
    COLUMBUS,OH43221
    (614) 451-5468
    bThe form in which applications should be submitted and information and materials they should include:
    LETTER - NONE REQUIRED
    cAny submission deadlines:
    NONE
    dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
    factors:
    NONE
    Form 990-PF (2012)
    Form 990-PF (2012)
    Page 10
    Part XV
    Supplementary Information (continued)
    3 Grants and Contributions Paid During the Year or Approved for Future Payment
    Recipient If recipient is an individual,
    show any relationship to
    any foundation manager
    or substantial contributor
    Foundation
    status of
    recipient
    Purpose of grant or
    contribution
    Amount
    Name and address (home or business)
    aPaid during the year
    ALLEY CAT ALLIES
    ALLEY CAT ALLIES
    BOX 98179
    BOX 98179
    WASHINGTON,DC20077
        CHARITABLE PURPOSES 100
    AMERICAN RIVERS
    AMERICAN RIVERS
    801 PENNSYLVANIA AVE SE
    801 PENNSYLVANIA AVE SE
    WASHINGTON,DC20077
        CHARITABLE PURPOSES 100
    ARCHAEOLOGICAL CONSERVANCY
    ARCHAEOLOGICAL CONSERVANCY
    5301 CENTRAL AVE NE
    5301 CENTRAL AVE NE
    ALBUQUEQUE,NM87108
        CHARITABLE PURPOSES 50
    ASPCA
    ASPCA
    BOX 96929
    BOX 96929
    WASHINGTON,DC20077
        CHARITABLE PURPOSES 75
    AUDUBON CENTER FOR BIRDS OF PREY
    AUDUBON CENTER FOR BIRDS OF PREY
    1101 AUDIBON WAY
    1101 AUDIBON WAY
    MAITLAND,FL32751
        CHARITABLE PURPOSES 400
    BALLET METROPOLITAN
    BALLET METROPOLITAN
    322 MT VERNON AVE
    322 MT VERNON AVE
    COLUMBUS,OH43215
        CHARITABLE PURPOSES 30,000
    BAT CONSERVATION INTERNATIONAL
    BAT CONSERVATION INTERNATIONAL
    BOX 149010
    BOX 149010
    AUSTIN,TX78714
        CHARITABLE PURPOSES 350
    BUCKEYE DIAMOND CLUB
    BUCKEYE DIAMOND CLUB
    3455 MILL RUN DRIVE
    3455 MILL RUN DRIVE
    HILLIARD,OH43026
        CHARITABLE PURPOSES 1,000
    CAHOKIA MOUNDS MUSEUM SOCIETY
    CAHOKIA MOUNDS MUSEUM SOCIETY
    30 RAMEY ST
    30 RAMEY ST
    COLLINSVILLE,IL62234
        CHARITABLE PURPOSES 150
    CAPA
    CAPA
    55 E STATE STREET
    55 E STATE STREET
    COLUMBUS,OH43215
        CHARITABLE PURPOSES 50
    CATCO
    CATCO
    77 S HIGH STREET
    77 S HIGH STREET
    COLUMBUS,OH43215
        CHARITABLE PURPOSES 1,000
    CENTER OF SCIENCE & INDUSTRY
    CENTER OF SCIENCE & INDUSTRY
    333 W BROAD ST
    333 W BROAD ST
    COLUMBUS,OH43215
        CHARITABLE PURPOSES 225
    CINCINNATI MUSEUM OF ART
    CINCINNATI MUSEUM OF ART
    EDEN PARK
    EDEN PARK
    CINCINNATI,OH45202
        CHARITABLE PURPOSES 75
    CLEVELAND MUSEUM OF ART
    CLEVELAND MUSEUM OF ART
    BOX 606054
    BOX 606054
    CLEVELAND,OH44106
        CHARITABLE PURPOSES 75
    COLONIAL WILLIAMSBURG FOUNDATION
    COLONIAL WILLIAMSBURG FOUNDATION
    BOX 1776
    BOX 1776
    WILLIAMSBURG,VA23187
        CHARITABLE PURPOSES 50
    COLONY CATS & DOGS RESCUE
    COLONY CATS & DOGS RESCUE
    BOX 163904
    BOX 163904
    COLUMBUS,OH43216
        CHARITABLE PURPOSES 200
    COLUMBUS CHAMBER MUSIC SOCIETY
    COLUMBUS CHAMBER MUSIC SOCIETY
    4131 N HIGH ST
    4131 N HIGH ST
    COLUMBUS,OH43215
        CHARITABLE PURPOSES 1,100
    COLUMBUS MUSEUM OF ART
    COLUMBUS MUSEUM OF ART
    480 E BROAD STREET
    480 E BROAD STREET
    COLUMBUS,OH43215
        CHARITABLE PURPOSES 1,000
    COLUMBUS SYMPHONY ORCHESTRA
    COLUMBUS SYMPHONY ORCHESTRA
    55 E STATE STREET
    55 E STATE STREET
    COLUMBUS,OH43215
        CHARITABLE PURPOSES 247,000
    COLUMBUS ZOO
    COLUMBUS ZOO
    BOX 400
    BOX 400
    POWELL,OH43065
        CHARITABLE PURPOSES 410
    CORCORAN GALLERY OF ART
    CORCORAN GALLERY OF ART
    500 17TH STREET
    500 17TH STREET
    WASHINGTON,DC20006
        CHARITABLE PURPOSES 80
    CORNELL LABORATORY OF ORNITHOLOGY
    CORNELL LABORATORY OF ORNITHOLOGY
    159 SAPSUCKER WOODS RD
    159 SAPSUCKER WOODS RD
    ITHICA,NY14850
        CHARITABLE PURPOSES 40
    CRANE HOLLOW NATURE PRESERVE
    CRANE HOLLOW NATURE PRESERVE
    18038 ST ROUTE 374
    18038 ST ROUTE 374
    ROCKBRIDGE,OH43149
        CHARITABLE PURPOSES 100
    CROW CANYON ARCHEOLOGY CENTER
    CROW CANYON ARCHEOLOGY CENTER
    DEPT NH
    DEPT NH
    CORTEZ,CO81321
        CHARITABLE PURPOSES 1,000
    DELTA RESCUE
    DELTA RESCUE
    BOX 9
    BOX 9
    GLENDALE,CA91209
        CHARITABLE PURPOSES 50
    ENVIRONMENTAL DEFENSE
    ENVIRONMENTAL DEFENSE
    BOX 5055
    BOX 5055
    HAGERSTOWN,MD21741
        CHARITABLE PURPOSES 200
    FOUNDATION FOR WOMENS CANCER
    FOUNDATION FOR WOMENS CANCER
    230 W MONROE ST
    230 W MONROE ST
    CHICAGO,IL60606
        CHARITABLE PURPOSES 100
    FRANKLIN PARK CONSERVATORY
    FRANKLIN PARK CONSERVATORY
    1777 E BROAD ST
    1777 E BROAD ST
    COLUMBUS,OH43203
        CHARITABLE PURPOSES 100
    FRIENDS OF GRANDVIEW HEIGHTS LIBRAR
    FRIENDS OF GRANDVIEW HEIGHTS LIBRARY
    1685 W 1ST AVENUE
    1685 W 1ST AVENUE
    COLUMBUS,OH43212
        CHARITABLE PURPOSES 100
    FRIENDS OF NATURAL HISTORY FOUNDATI
    FRIENDS OF NATURAL HISTORY FOUNDATION
    105 W HIGHWAY 54
    105 W HIGHWAY 54
    DURHAM,NC27713
        CHARITABLE PURPOSES 100
    FRIEND OF DREXEL THEATRE
    FRIEND OF DREXEL THEATRE
    2254 E MAIN ST
    2254 E MAIN ST
    COLUMBUS,OH43209
        CHARITABLE PURPOSES 100
    FRIEND OF THE NATIONAL ZOO
    FRIEND OF THE NATIONAL ZOO
    3001 CONNECTICUT AVENUE
    3001 CONNECTICUT AVENUE
    WASHINGTON,DC20008
        CHARITABLE PURPOSES 55
    GLEN CANYON INSTITUTE
    GLEN CANYON INSTITUTE
    429 E 100 SOUTH
    429 E 100 SOUTH
    SALT LAKE CITY,UT84111
        CHARITABLE PURPOSES 50
    GREAT SMOKEY MTN NATRL HISTORY ASSO
    GREAT SMOKEY MTN NATRL HISTORY ASSOC
    115 PARK HDG ROAD
    115 PARK HDG ROAD
    GATLINBURG,TN37738
        CHARITABLE PURPOSES 100
    HISTORIC JAMESTOWNE
    HISTORIC JAMESTOWNE
    204 W FRANKLIN ST
    204 W FRANKLIN ST
    RICHMOND,VA23220
        CHARITABLE PURPOSES 100
    HUMANE SOCIETY
    HUMANE SOCIETY
    3015 SCIOTO DARBY
    3015 SCIOTO DARBY
    HILLIARD,OH43026
        CHARITABLE PURPOSES 1,100
    HUMANE SOCIETY OF US
    HUMANE SOCIETY OF US
    BOX 97015
    BOX 97015
    WASHINGTON,DC20077
        CHARITABLE PURPOSES 50
    INDIANAPOLIS MUSEUM OF ART
    INDIANAPOLIS MUSEUM OF ART
    1200 W 38TH STREET
    1200 W 38TH STREET
    INDIANAPOLIS,IN46208
        CHARITABLE PURPOSES 70
    KALONA HISTORICAL SOCIETY
    KALONA HISTORICAL SOCIETY
    PO BOX 292
    PO BOX 292
    KALONA,IA52246
        CHARITABLE PURPOSES 3,000
    LEAGUE OF WOMEN VOTERS
    LEAGUE OF WOMEN VOTERS
    BOX 98050
    BOX 98050
    WASHINGTON,DC20090
        CHARITABLE PURPOSES 100
    MCBRIDE RAPTOR PROJECT
    MCBRIDE RAPTOR PROJECT
    216 FIELD HOUSE UNIV OF I
    216 FIELD HOUSE UNIV OF I
    IOWA CITY,IA52241
        CHARITABLE PURPOSES 100
    METROPOLITAN MUSEUM OF ART
    METROPOLITAN MUSEUM OF ART
    GRASIE STATION BOX 814
    GRASIE STATION BOX 814
    NEW YORK,NY10028
        CHARITABLE PURPOSES 200
    MID OHIO FOOD BANK
    MID OHIO FOOD BANK
    1625 W MOUND STREET
    1625 W MOUND STREET
    COLUMBUS,OH43223
        CHARITABLE PURPOSES 100
    MISSOURI BOTANICAL GARDEN
    MISSOURI BOTANICAL GARDEN
    BOX 17419
    BOX 17419
    ST LOUIS,MO63178
        CHARITABLE PURPOSES 215
    MISSOURI HISTORICAL SOCIETY
    MISSOURI HISTORICAL SOCIETY
    BOX 11904
    BOX 11904
    ST LOUIS,MO63112
        CHARITABLE PURPOSES 90
    MISSOURI HUMANE SOCIETY
    MISSOURI HUMANE SOCIETY
    1201 MACKLIND AVE
    1201 MACKLIND AVE
    ST LOUIS,MO63110
        CHARITABLE PURPOSES 100
    MUSEUM OF NORTHERN ARIZONA
    MUSEUM OF NORTHERN ARIZONA
    3101 N FT VALLEY RD
    3101 N FT VALLEY RD
    FLAGSTAFF,AZ86001
        CHARITABLE PURPOSES 100
    NAACP
    NAACP
    BOX 17210
    BOX 17210
    BALTIMORE,MD21298
        CHARITABLE PURPOSES 100
    NATIONAL AUDUBON SOCIETY
    NATIONAL AUDUBON SOCIETY
    950 3RD AVENUE
    950 3RD AVENUE
    NEW YORK,NY10126
        CHARITABLE PURPOSES 50
    NATIONAL MUSEUM OF WOMEN IN THE ART
    NATIONAL MUSEUM OF WOMEN IN THE ARTS
    1250 NEW YORK AVE
    1250 NEW YORK AVE
    WASHINGTON,DC20005
        CHARITABLE PURPOSES 50
    NATIONAL PARKS & CONSERVATION ASSOC
    NATIONAL PARKS & CONSERVATION ASSOC
    BOX 96918 1015 35TH ST NW
    BOX 96918 1015 35TH ST NW
    WASHINGTON,DC20077
        CHARITABLE PURPOSES 175
    NATIONAL WILDLIFE FEDERATION
    NATIONAL WILDLIFE FEDERATION
    1400 16TH ST NW
    1400 16TH ST NW
    WASHINGTON,DC20036
        CHARITABLE PURPOSES 50
    NATURAL RESOURCES DEFENSE COUNCIL
    NATURAL RESOURCES DEFENSE COUNCIL
    BOX 1830
    BOX 1830
    MERRIFIELD,VA22116
        CHARITABLE PURPOSES 100
    NATURE CONSERVANCY
    NATURE CONSERVANCY
    BOX 79181
    BOX 79181
    BALTIMORE,MD21279
        CHARITABLE PURPOSES 175
    NEW ENGLAND WILDFLOWER SOCIETY
    NEW ENGLAND WILDFLOWER SOCIETY
    180 HEMENWAY RD
    180 HEMENWAY RD
    FRAMINGHAM,MA01701
        CHARITABLE PURPOSES 50
    NORTH AMERICAN BUTTERFLY ASSOC
    NORTH AMERICAN BUTTERFLY ASSOC
    4 DELAWARE ROAD
    4 DELAWARE ROAD
    MORRISTOWN,NJ07960
        CHARITABLE PURPOSES 100
    OCEAN CONSERVANCY
    OCEAN CONSERVANCY
    BOX 96003
    BOX 96003
    WASHINGTON,DC20077
        CHARITABLE PURPOSES 50
    OHIO ENVIRONMENTAL COUNCIL
    OHIO ENVIRONMENTAL COUNCIL
    400 DUBLIN AVE
    400 DUBLIN AVE
    COLUMBUS,OH43215
        CHARITABLE PURPOSES 150
    OHIO HISTORICAL SOCIETY
    OHIO HISTORICAL SOCIETY
    800 E 17TH AVE
    800 E 17TH AVE
    COLUMBUS,OH43211
        CHARITABLE PURPOSES 100
    OHIO STATE UNIV COSTUMES & TEXTILES
    OHIO STATE UNIV COSTUMES & TEXTILES
    1787 NEIL AVE
    1787 NEIL AVE
    COLUMBUS,OH43215
        CHARITABLE PURPOSES 50
    OHIO STATE UNIV DEVELOPMENT FUND
    OHIO STATE UNIV DEVELOPMENT FUND
    2400 OLENTANGY RIVER ROAD
    2400 OLENTANGY RIVER ROAD
    COLUMBUS,OH43215
        CHARITABLE PURPOSES 40,150
    OHIO WILDLIFE CENTER
    OHIO WILDLIFE CENTER
    2661 BILLINGSLEY ROAD
    2661 BILLINGSLEY ROAD
    WORTHINGTON,OH43235
        CHARITABLE PURPOSES 100
    OTTERBEIN COLLEGE THEATRE
    OTTERBEIN COLLEGE THEATRE
    ONE OTTERBEIN COLLEGE
    ONE OTTERBEIN COLLEGE
    WESTERVILLE,OH43081
        CHARITABLE PURPOSES 100
    PHILLIPS COLLECTION
    PHILLIPS COLLECTION
    1600 21ST STREET NW
    1600 21ST STREET NW
    WASHINGTON,DC20009
        CHARITABLE PURPOSES 100
    PLANNED PARENTHOOD
    PLANNED PARENTHOOD
    810 7TH AVENUE
    810 7TH AVENUE
    NEW YORK,NY10019
        CHARITABLE PURPOSES 300
    PRO MUSICA
    PRO MUSICA
    444 E BROAD STREET
    444 E BROAD STREET
    COLUMBUS,OH43215
        CHARITABLE PURPOSES 10,000
    RAPTOR RESOURCE PROJECT
    RAPTOR RESOURCE PROJECT
    2580 310TH STREET
    2580 310TH STREET
    RIDGEWAY,IA52165
        CHARITABLE PURPOSES 150
    SIERRA CLUB FOUNDATION
    SIERRA CLUB FOUNDATION
    85 SECOND STREET SUITE 75
    85 SECOND STREET SUITE 75
    SAN FRANCISCO,CA94105
        CHARITABLE PURPOSES 1,000
    SMITHSONIAN INSTITUTION
    SMITHSONIAN INSTITUTION
    BOX 55573
    BOX 55573
    BOULDER,CO80321
        CHARITABLE PURPOSES 75
    ST LOUIS ART MUSEUM
    ST LOUIS ART MUSEUM
    BOX 78871
    BOX 78871
    ST LOUIS,MO63178
        CHARITABLE PURPOSES 355
    ST LOUIS SCIENCE CENTER
    ST LOUIS SCIENCE CENTER
    BOX 790048
    BOX 790048
    ST LOUIS,MO63179
        CHARITABLE PURPOSES 145
    ST LOUIS ZOO
    ST LOUIS ZOO
    1 GOVERNMENT DRIVE
    1 GOVERNMENT DRIVE
    ST LOUIS,MO63110
        CHARITABLE PURPOSES 200
    TEXTILE MUSEUM
    TEXTILE MUSEUM
    2320 S STREET NW
    2320 S STREET NW
    WASHINGTON,DC20008
        CHARITABLE PURPOSES 60
    THURBER HOUSE
    THURBER HOUSE
    77 JEFFERSON AVE
    77 JEFFERSON AVE
    COLUMBUS,OH43215
        CHARITABLE PURPOSES 50
    TOLEDO MUSEUM OF ART
    TOLEDO MUSEUM OF ART
    BOX 1013
    BOX 1013
    TOLEDO,OH43697
        CHARITABLE PURPOSES 75
    UPPER ARLINGTON PUBLIC LIBRARY
    UPPER ARLINGTON PUBLIC LIBRARY
    2800 TREMONT ROAD
    2800 TREMONT ROAD
    UPPER ARLINGTON,OH43221
        CHARITABLE PURPOSES 100
    WESTERN NATIONAL PARKS ASSOCIATION
    WESTERN NATIONAL PARKS ASSOCIATION
    12880 N VISTOSO VILLAGE D
    12880 N VISTOSO VILLAGE D
    TUSCON,AZ85737
        CHARITABLE PURPOSES 100
    WEXNER CENTER
    WEXNER CENTER
    N HIGH ST AT 15TH AVENUE
    N HIGH ST AT 15TH AVENUE
    COLUMBUS,OH43210
        CHARITABLE PURPOSES 50
    WILDERNESS SOCIETY
    WILDERNESS SOCIETY
    900 17TH STREET NW
    900 17TH STREET NW
    WASHINGTON,DC20006
        CHARITABLE PURPOSES 100
    WORLD WILDLIFE FUND
    WORLD WILDLIFE FUND
    1250 24TH ST NW
    1250 24TH ST NW
    WASHINGTON,DC20077
        CHARITABLE PURPOSES 100
    WOSU STATIONS FUND
    WOSU STATIONS FUND
    2400 OLENTANGY RIVER RD
    2400 OLENTANGY RIVER RD
    COLUMBUS,OH43215
        CHARITABLE PURPOSES 31,000
    Total .................................bullet 3a 376,420
    bApproved for future payment
    Total .................................bullet 3b  
    Form 990-PF (2012)
    Form 990-PF (2012)
    Page 11
    Part XVI-A
    Analysis of Income-Producing Activities
    Enter gross amounts unless otherwise indicated. Unrelated business income Excluded by section 512, 513, or 514 (e)
    Related or exempt
    function income
    (See instructions.)
    1Program service revenue: (a)
    Business code
    (b)
    Amount
    (c)
    Exclusion code
    (d)
    Amount
    a
    b
    c
    d
    e
    f
    gFees and contracts from government agencies          
    2 Membership dues and assessments....          
    3Interest on savings and temporary cash investments     14 17  
    4 Dividends and interest from securities....     14 356,408  
    5 Net rental income or (loss) from real estate:
    aDebt-financed property......          
    bNot debt-financed property.....          
    6Net rental income or (loss) from personal property          
    7 Other investment income.....          
    8Gain or (loss) from sales of assets other than inventory     14 -6,710  
    9 Net income or (loss) from special events:          
    10 Gross profit or (loss) from sales of inventory..          
    11 Other revenue: a
    b
    c
    d
    e
    12 Subtotal. Add columns (b), (d), and (e)..   349,715  
    13Total. Add line 12, columns (b), (d), and (e)..................
    13349,715
    (See worksheet in line 13 instructions to verify calculations.)
    Part XVI-B
    Relationship of Activities to the Accomplishment of Exempt Purposes
    Line No.
    DownArrow
    Explain below how each activity for which income is reported in column (e) of Part XVI-A contributed importantly to
    the accomplishment of the foundation’s exempt purposes (other than by providing funds for such purposes). (See
    instructions.)
    Form 990-PF (2012)
    Form 990-PF (2012)
    Page 12
    Part XVII
    Information Regarding Transfers To and Transactions and Relationships With Noncharitable Exempt Organizations
    1
    Did the organization directly or indirectly engage in any of the following with any other organization described in section
    Yes
    No
    501(c) of the Code (other than section 501(c)(3) organizations) or in section 527, relating to political organizations?
    a
    Transfers from the reporting foundation to a noncharitable exempt organization of:
    (1) Cash...................................
    1a(1)
     
    No
    (2) Other assets.................................
    1a(2)
     
    No
    b
    Other transactions:
    (1) Sales of assets to a noncharitable exempt organization....................
    1b(1)
     
    No
    (2) Purchases of assets from a noncharitable exempt organization..................
    1b(2)
     
    No
    (3) Rental of facilities, equipment, or other assets.......................
    1b(3)
     
    No
    (4) Reimbursement arrangements...........................
    1b(4)
     
    No
    (5) Loans or loan guarantees.............................
    1b(5)
     
    No
    (6) Performance of services or membership or fundraising solicitations................
    1b(6)
     
    No
    c
    Sharing of facilities, equipment, mailing lists, other assets, or paid employees..............
    1c
     
    No
    d
    If the answer to any of the above is “Yes,” complete the following schedule. Column (b) should always show the fair market value
    of the goods, other assets, or services given by the reporting foundation. If the foundation received less than fair market value
    in any transaction or sharing arrangement, show in column (d) the value of the goods, other assets, or services received.
    (a) Line No. (b) Amount involved (c) Name of noncharitable exempt organization (d) Description of transfers, transactions, and sharing arrangements
    2a
    Is the foundation directly or indirectly affiliated with, or related to, one or more tax-exempt organizations
    described in section 501(c) of the Code (other than section 501(c)(3)) or in section 527?...........
    b
    If “Yes,” complete the following schedule.
    (a) Name of organization (b) Type of organization (c) Description of relationship
    Sign Here
    Under penalties of perjury, I declare that I have examined this return, including accompanying schedules and statements, and to the best of my knowledge and belief, it is true, correct, and complete. Declaration of preparer (other than taxpayer or fiduciary) is based on all information of which preparer has any knowledge.
    Bullet Bullet
    May the IRS discuss this return
    with the preparer shown below
    (see instr.)?
    Signature of officer or trustee Date Title
    Paid Preparer Use Only Print/Type preparer's name Preparer's Signature Date PTIN
    Firm's namebullet



    Firm's addressbullet







    Firm's EINbullet
    Phone no.
    Form 990-PF (2012)
    Additional Data


    Software ID:  
    Software Version:  


    Form 990PF - Special Condition Description:
    Special Condition Description
    Schedule B
    (Form 990, 990-EZ,
    or 990-PF)
    Department of the Treasury
    Internal Revenue Service
    Schedule of Contributors
    Arrow Bullet Attach to Form 990, 990-EZ, or 990-PF.
    OMB No. 1545-0047
    2012
    Name of the organization
    THE GEORGE FOUNDATION
     
    Employer identification number

    31-1030194
    Organization type (check one):
    Filers of:
    Section:
    Form 990 or 990-EZ





    Form 990-PF




    Check if your organization is covered by the General Rule or a Special Rule.  
    Note. Only a section 501(c)(7), (8), or (10) organization can check boxes for both the General Rule and a Special Rule. See instructions.
    General Rule
    Special Rules
    ......................... Arrow Bullet   $    
    Caution. An organization that is not covered by the General Rule and/or the Special Rules does not file Schedule B (Form 990,
    990-EZ, or 990-PF), but it must answer “No” on Part IV, line 2 of its Form 990; or check the box on line H of its
    Form 990-EZ or on Part I, line 2 of its Form 990-PF, to certify that it does not meet the filing requirements of Schedule B (Form 990,
    990-EZ, or 990-PF).
    For Paperwork Reduction Act Notice, see the Instructions
    for Form 990, 990-EZ, or 990-PF.
    Cat. No. 30613XSchedule B (Form 990, 990-EZ, or 990-PF) (2012)

    Schedule B (Form 990, 990-EZ, or 990-PF) (2012)
    Page 2
    Name of organization
    THE GEORGE FOUNDATION
     
    Employer identification number

    31-1030194
    Part I
    Contributors (see instructions). Use duplicate copies of Part I if additional space is needed.
         
    (a)
    No.
    (b)
    Name, address, and ZIP + 4
    (c)
    Total contributions
    (d)
    Type of contribution
    1
     
     

    JACK M GEORGE FAMILY CLUT    
    2627 JOHNSTON ROAD
       
    COLUMBUS, OH   43220

    $164,168


    (Complete Part II if there is a noncash contribution.)
    (a)
    No.
    (b)
    Name, address, and ZIP + 4
    (c)
    Total contributions
    (d)
    Type of contribution
     
     
     

         
     
       

    $  


    (Complete Part II if there is a noncash contribution.)
    (a)
    No.
    (b)
    Name, address, and ZIP + 4
    (c)
    Total contributions
    (d)
    Type of contribution
     
     
     

         
     
       

    $  


    (Complete Part II if there is a noncash contribution.)
    (a)
    No.
    (b)
    Name, address, and ZIP + 4
    (c)
    Total contributions
    (d)
    Type of contribution
     
     
     

         
     
       

    $  


    (Complete Part II if there is a noncash contribution.)
    (a)
    No.
    (b)
    Name, address, and ZIP + 4
    (c)
    Total contributions
    (d)
    Type of contribution
     
     
     

         
     
       

    $  


    (Complete Part II if there is a noncash contribution.)
    (a)
    No.
    (b)
    Name, address, and ZIP + 4
    (c)
    Total contributions
    (d)
    Type of contribution
     
     
     

         
     
       

    $  


    (Complete Part II if there is a noncash contribution.)
    Schedule B (Form 990, 990-EZ, or 990-PF) (2012)

    Schedule B (Form 990, 990-EZ, or 990-PF) (2012)
    Page 3
    Name of organization
    THE GEORGE FOUNDATION
     
    Employer identification number

    31-1030194
    Part II
    Noncash Property (see instructions). Use duplicate copies of Part II if additional space is needed.
         
    (a) No.
    from
    Part I
    (b)
    Description of noncash property given
    (c)
    FMV (or estimate)
    (see instructions)
    (d)
    Date received
     
    $    
    (a) No.
    from
    Part I
    (b)
    Description of noncash property given
    (c)
    FMV (or estimate)
    (see instructions)
    (d)
    Date received
     
    $    
    (a) No.
    from
    Part I
    (b)
    Description of noncash property given
    (c)
    FMV (or estimate)
    (see instructions)
    (d)
    Date received
     
    $    
    (a) No.
    from
    Part I
    (b)
    Description of noncash property given
    (c)
    FMV (or estimate)
    (see instructions)
    (d)
    Date received
     
    $    
    (a) No.
    from
    Part I
    (b)
    Description of noncash property given
    (c)
    FMV (or estimate)
    (see instructions)
    (d)
    Date received
     
    $    
    (a) No.
    from
    Part I
    (b)
    Description of noncash property given
    (c)
    FMV (or estimate)
    (see instructions)
    (d)
    Date received
     
    $    
    Schedule B (Form 990, 990-EZ, or 990-PF) (2012)

    Schedule B (Form 990, 990-EZ, or 990-PF) (2012)
    Page 4
    Name of organization
    THE GEORGE FOUNDATION
     
    Employer identification number

    31-1030194
    Part III
    Exclusively religious, charitable, etc., individual contributions to section 501(c)(7), (8), or (10) organizations
    that total more than $1,000 for the year. Complete columns (a) through (e) and the following line entry.
    For organizations completing Part III, enter the total of exclusively religious, charitable, etc.,
    contributions of $1,000 or less for the year. (Enter this information once. See instructions.) Arrow Bullet$  

    Use duplicate copies of Part III if additional space is needed.
    (a) No.
    from
    Part I
    (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
     
    (e) Transfer of gift
    Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
     
     
           
     
    (a) No.
    from
    Part I
    (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
     
    (e) Transfer of gift
    Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
     
     
           
     
    (a) No.
    from
    Part I
    (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
     
    (e) Transfer of gift
    Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
     
     
           
     
    (a) No.
    from
    Part I
    (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
     
    (e) Transfer of gift
    Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
     
     
           
     
    Schedule B (Form 990, 990-EZ, or 990-PF) (2012)

    Additional Data


    Software ID:  
    Software Version:  

    TY 2012 AccountingFeesSchedule
    Name:
    THE GEORGE FOUNDATION
    EIN: 31-1030194
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    ACCOUNTING 4,595 4,595 4,595  

    TY 2012 CompensationExplanation
    Name:
    THE GEORGE FOUNDATION
    EIN: 31-1030194
    Person Name Explanation
    JACK GEORGE  
    JOAN GEORGE  
    CAROL GEORGE  
    SARAH GEORGE  

    TY 2012 InvestmentsCorpBondsSchedule
    Name:
    THE GEORGE FOUNDATION
    EIN: 31-1030194
    Name of Bond End of Year Book Value End of Year Fair Market Value
    APPALACHIAN POWER CO 2/15 54,964 58,924
    BANC ONE CORP SUB NOTES 3/19 58,701 63,362
    BANC ONE CORP SUB NOTES 7/25 45,867 53,189
    BANK OF AMERICA CORP 160,703 159,968
    CINCINNATI FINANCIAL CORP DEBS 5/28 113,760 122,678
    COMMONWEALTH EDISON NOW EXELON 7/13 103,479 103,377
    CONOCOPHILLIPS NOTES 2/19 100,974 122,992
    DUKE ENERGY SENIOR NOTES    
    FIFTH THIRD BANK SUB NOTES 2/15 97,158 107,260
    GATX CORP NOTES 5/14 81,311 80,033
    GE GLOBAL INSURANCE HLDG CORP NOTES 108,896 116,481
    GTE CORP DEBS NOW VERIZON 4/18 112,296 125,197
    GENERAL ELECTRIC CAPITAL CORP 5/13 103,111 111,602
    GENERAL ELECTRIC CAPITAL CORP 5/18 157,420 178,130
    HUNTINGDON NATIONAL BANK SUB NOTES 6 169,343 181,026
    HYDRO-QUEBEC ELECTRIC COMM. DEBS. 52,755 50,302
    INDIANA MICHIGAN POWER SENIOR NOTES 113,236 139,011
    INTERNATIONAL BANK FOR RECONSTRUCTIO 59,877 64,040
    IBM DEBENTURES 6/13 108,197 103,337
    IBM CORP SENIOR NOTES 9/17 106,025 120,766
    JP MORGAN CHASE SUB NOTES 10/15 146,527 164,872
    K-MART CORP. LEASE CTFC. 37,154 7,538
    MERRILL LYNCH & CO BONDS 7/18 107,879 116,579
    NATIONAL CITY BANK CORP NOTE 5/19 101,299 124,758
    NATIONAL RURAL UTIL COOP 4/17 104,324 117,152
    NISOURCE FINANCE CORP 9/15/20 48,112 58,755
    OHIO POWER COMPANY 107,606 115,211
    PVNGS II FUNDING DEBENTURES 14,473 13,680
    SBC COMMUNICATIONS NOTES 6/16 52,800 57,389
    SOUTHWESTERN BELL TELEPHONE DEBS 7/1 59,225 57,438
    WEYERHAEUSER CO 111,139 118,107
    ZURICH REINSURANCE SENIOR NOTES 57,561 70,489

    TY 2012 InvestmentsCorpStockSchedule
    Name:
    THE GEORGE FOUNDATION
    EIN: 31-1030194
    Name of Stock End of Year Book Value End of Year Fair Market Value
    ACCO BRANDS CORP 460 2,070
    AT&T INC 25,572 133,559
    ALCATEL-LUCENT SPNSD ADR 2,206 192
    AMERICAN ELECTRIC POWER INC 23,884 76,824
    ANADARKO PETROLEUM CORP   62,866
    BEAM INC 5,619 73,308
    CENTURYLINK 3,004 2,504
    CHEVRON CORP 18,557 249,803
    CINCINNATI FINANCIAL CORP 18,862 112,272
    COMCAST CORP 5,429 18,643
    DUKE ENERGY CORP 11,443 25,392
    EXXON MOBILE CORP 15,052 207,720
    FIRST ENERGY CORP 20,306 69,614
    FORTUNE BRANDS HOME & SECURITY INC 1,563 35,064
    FRONTIER COMMUNICATIONS CORP 925 1,922
    GATX CORPORATION 13,500 43,300
    GENERAL ELECTRIC CO 16,445 151,128
    IMATION CORP 1,235 467
    INGREDION INC   32,215
    INTERNATIONAL BUSINESS MACHINES CORP 26,348 191,550
    KELLOGG COMPANY 13,054 55,850
    KIMBERLY-CLARK CORPORATION 34,367 168,860
    LSI LOGIC CORP 457 269
    NEENAH PAPER INC 560 1,708
    NORFOLK SOUTHERN CORP 16,569 111,312
    OGE ENERGY CORPORATION 17,296 112,620
    PFIZER INC   79,049
    SCHWEITZER MAUDUIT INTL INC 99 7,806
    SPECTRA ENERGY CORP 8,250 16,373
    TENNECO AUTOMOTIVE INC 1,396 2,458
    3M CO 30,110 92,850
    VERIZON COMMUNICATIONS 14,011 81,088
    VODAFONE GROUP PLC NEW SPNSD ADR 767 12,116
    XCEL ENERGY INC 18,738 80,130

    TY 2012 InvestmentsGovtObligationsSch
    Name:
    THE GEORGE FOUNDATION
    EIN: 31-1030194
    US Government Securities - End of Year Book Value:

    213,274
    US Government Securities - End of Year Fair Market Value:

    248,853
    State & Local Government Securities - End of Year Book Value:


    1,495,921
    State & Local Government Securities - End of Year Fair Market Value:


    1,588,584


    TY 2012 LegalFeesSchedule
    Name:
    THE GEORGE FOUNDATION
    EIN: 31-1030194
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    LEGAL 5,456 5,456 5,456  


    TY 2012 OtherExpensesSchedule
    Name:
    THE GEORGE FOUNDATION
    EIN: 31-1030194
    Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    EXPENSES        
    MISCELLANEOUS 200 200 200  
    OFFICE 176 176 176  


    TY 2012 TaxesSchedule
    Name:
    THE GEORGE FOUNDATION
    EIN: 31-1030194
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    LICENSES & TAXES 10,389