OHIO STATE UNIVERSITY FOUNDATION: Form 990, tax year 2022
View the entire original 990 at ProPublica ↗
- Organization
- OHIO STATE UNIVERSITY FOUNDATION (EIN 31-1145986)
- Tax period
- 2022-07-01 to 2023-06-30
- Filed
- 2024-04-09
- IRS object ID
- 202431019349300913
- Schema version
- 2022v5.0
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2024-04-09T10:03:53-07:00 | ReturnTs |
| Tax Period End | 2023-06-30 | TaxPeriodEndDt |
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2022-07-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 311145986 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | OHIO STATE UNIVERSITY FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | OHIO | BusinessNameControlTxt |
| Phone | 6142921600 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 14 E 15th Ave 4th Fl | AddressLine1Txt |
| City | Columbus | CityNm |
| State Abbreviation | OH | StateAbbreviationCd |
| ZIP | 43201 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Jake Wozniak | PersonNm |
| Person Title | Assistant Treasurer | PersonTitleTxt |
| Phone | 6142928520 | PhoneNum |
| Signature | 2024-04-10 | SignatureDt |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | Jake | PersonFirstNm |
| Person Last | Wozniak | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (1) | IRSResponsiblePrtyInfoCurrInd |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 1 | TrustedCustomerCd |
| OOB Security Verification | 11 | OOBSecurityVerificationCd |
| Last Submission Rqr OOB | 1 | LastSubmissionRqrOOBCd |
| Authentication Assurance Level | AAL2 | AuthenticationAssuranceLevelCd |
| Profile Password Change | Yes (X) | ProfilePasswordChangeInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2022 | TaxYr |
| Build TS | 2023-04-26 12:10:37Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | Michael C Eicher | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 15 E 15th Ave | AddressLine1Txt |
| City | Columbus | CityNm |
| State Abbreviation | OH | StateAbbreviationCd |
| ZIP | 43201 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $353,823,681 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | www.osu.edu/giving | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1985 | FormationYr |
| Legal Domicile State | OH | LegalDomicileStateCd |
| Activity Or Mission | The Ohio State University Foundation is The Ohio State University's primary fundraising and gift-receiving organization. Its purpose is to advance the mission of Ohio State by pursuing and securing private support to benefit Ohio State students, faculty, programs, and/or facilities. | ActivityOrMissionDesc |
| Voting Members Governing Body | 47 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 47 | VotingMembersIndependentCnt |
| Total Employee | 0 | TotalEmployeeCnt |
| Total Volunteers | 40 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $317,873,861 | PYContributionsGrantsAmt |
| CY Contributions Grants | $317,262,254 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $0 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $0 | CYProgramServiceRevenueAmt |
| PY Investment Income | $30,981,977 | PYInvestmentIncomeAmt |
| CY Investment Income | $35,319,626 | CYInvestmentIncomeAmt |
| PY Other Revenue | $1,576,227 | PYOtherRevenueAmt |
| CY Other Revenue | $1,241,801 | CYOtherRevenueAmt |
| PY Total Revenue | $350,432,065 | PYTotalRevenueAmt |
| CY Total Revenue | $353,823,681 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $0 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $0 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $105,740 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $122,337 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $0 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $296,068,544 | PYOtherExpensesAmt |
| CY Other Expenses | $299,928,328 | CYOtherExpensesAmt |
| PY Total Expenses | $296,174,284 | PYTotalExpensesAmt |
| CY Total Expenses | $300,050,665 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $54,257,781 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $53,773,016 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $1,631,201,845 | TotalAssetsBOYAmt |
| Total Assets EOY | $1,756,992,042 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $54,518,972 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $54,828,687 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $1,576,682,873 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $1,702,163,355 | NetAssetsOrFundBalancesEOYAmt |
| Mission | The Foundation raises funds and manages endowments and planned gifts for the benefit of The Ohio State University. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $280,197,718 | ExpenseAmt |
| Grant | $0 | GrantAmt |
| Revenue | $0 | RevenueAmt |
| Desc | Distributions to The Ohio State University. | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $0 | ExpenseAmt |
| Revenue | $0 | RevenueAmt |
| Desc | Not Applicable | Desc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Prog Srvc Expense | $0 | TotalOtherProgSrvcExpenseAmt |
| Total Other Prog Srvc Grant | $0 | TotalOtherProgSrvcGrantAmt |
| Total Other Prog Srvc Revenue | $0 | TotalOtherProgSrvcRevenueAmt |
| Total Program Service Expenses | $280,197,718 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (1) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (1) | ScheduleBRequiredInd |
| Political Campaign Acty | 0 | PoliticalCampaignActyInd |
| Lobbying Activities | 0 | LobbyingActivitiesInd |
| Subject To Proxy Tax | 0 | SubjectToProxyTaxInd |
| Donor Advised Fund | Yes (1) | DonorAdvisedFundInd |
| Conservation Easements | 0 | ConservationEasementsInd |
| Collections Of Art | 0 | CollectionsOfArtInd |
| Credit Counseling | 0 | CreditCounselingInd |
| Donor Rstr Or Quasi Endowments | Yes (1) | DonorRstrOrQuasiEndowmentsInd |
| Report Land Building Equipment | Yes (1) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | Yes (1) | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | 0 | ReportProgramRelatedInvstInd |
| Report Other Assets | 0 | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (1) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | 0 | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | Yes (1) | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | Yes (1) | ConsolidatedAuditFinclStmtInd |
| School Operating | 0 | SchoolOperatingInd |
| Foreign Office | 0 | ForeignOfficeInd |
| Foreign Activities | 0 | ForeignActivitiesInd |
| More Than5000 K To Org | 0 | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividualsInd |
| Professional Fundraising | 0 | ProfessionalFundraisingInd |
| Fundraising Activities | 0 | FundraisingActivitiesInd |
| Gaming Activities | 0 | GamingActivitiesInd |
| Operate Hospital | 0 | OperateHospitalInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Schedule J Required | 0 | ScheduleJRequiredInd |
| Tax Exempt Bonds | 0 | TaxExemptBondsInd |
| Engaged In Excess Benefit Trans | 0 | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | 0 | PYExcessBenefitTransInd |
| Loan Outstanding | 0 | LoanOutstandingInd |
| Grant To Related Person | 0 | GrantToRelatedPersonInd |
| Business Rln With Org Mem | 0 | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | 0 | BusinessRlnWithFamMemInd |
| Business Rln With35 Ctrl Ent | 0 | BusinessRlnWith35CtrlEntInd |
| Deductible Non Cash Contri | Yes (1) | DeductibleNonCashContriInd |
| Deductible Art Contribution | Yes (1) | DeductibleArtContributionInd |
| Terminate Operations | 0 | TerminateOperationsInd |
| Partial Liquidation | 0 | PartialLiquidationInd |
| Disregarded Entity | Yes (1) | DisregardedEntityInd |
| Related Entity | 0 | RelatedEntityInd |
| Related Organization Ctrl Ent | 0 | RelatedOrganizationCtrlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | 0 | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | 0 | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (1) | ScheduleORequiredInd |
| Info In Schedule O Part V | Yes (X) | InfoInScheduleOPartVInd |
| IRP Document | 2 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Employee | 0 | EmployeeCnt |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Foreign Financial Account | 0 | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | 0 | TaxablePartyNotificationInd |
| Nondeductible Contributions | Yes (1) | NondeductibleContributionsInd |
| Nondeductible Contri Discl | Yes (1) | NondeductibleContriDisclInd |
| Quid Pro Quo Contributions | Yes (1) | QuidProQuoContributionsInd |
| Quid Pro Quo Contri Discl | Yes (1) | QuidProQuoContriDisclInd |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOfInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Form1098 C Filed | Yes (1) | Form1098CFiledInd |
| Indoor Tanning Services | 0 | IndoorTanningServicesInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
| Subject To Excs Tax Net Invst Inc | 0 | SubjectToExcsTaxNetInvstIncInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 47 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 47 | IndependentVotingMemberCnt |
| Family Or Business Rln | 0 | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | 0 | DelegationOfMgmtDutiesInd |
| Change To Org Documents | 0 | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | 0 | MembersOrStockholdersInd |
| Election Of Board Members | 0 | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | 0 | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (1) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (1) | MinutesOfCommitteesInd |
| Officer Mailing Address | 0 | OfficerMailingAddressInd |
| Local Chapters | 0 | LocalChaptersInd |
| Form990 Provided To Gvrn Body | Yes (1) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (1) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (1) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (1) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (1) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (1) | DocumentRetentionPolicyInd |
| Compensation Process CEO | 0 | CompensationProcessCEOInd |
| Compensation Process Other | Yes (1) | CompensationProcessOtherInd |
| Investment In Joint Venture | 0 | InvestmentInJointVentureInd |
| States Where Copy Of Return Is Fld | CA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | KY | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | MA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | MD | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | MI | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | MN | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | NH | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | NJ | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | NY | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | OR | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | PA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | SC | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | UT | StatesWhereCopyOfReturnIsFldCd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Jan E Soboslai | PersonNm |
| Phone | 6146882574 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 14 E 15th Ave 4th Fl | AddressLine1Txt |
| City | Columbus | CityNm |
| State Abbreviation | OH | StateAbbreviationCd |
| ZIP | 43201 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| No Listed Persons Compensated | Yes (X) | NoListedPersonsCompensatedInd |
Form990 Part VII Section A Form990PartVIISectionAGrp (47 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Average Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | OfficerOfficerInd |
|---|---|---|---|---|---|---|---|
| Michael H Carpenter | |||||||
| Board of Directors | 0.25 | 0 | Yes (X) | $0 | $0 | $0 | |
| G Gilbert Cloyd | |||||||
| Board of Directors and Officer | 0.5 | 0 | Yes (X) | $0 | $0 | $0 | Yes (X) |
| Caryn Covelli | |||||||
| Board of Directors | 0.25 | 0 | Yes (X) | $0 | $0 | $0 | |
| Jack Cowart | |||||||
| Board of Directors | 0.25 | 0 | Yes (X) | $0 | $0 | $0 | |
| Tanny Crane | |||||||
| Board of Directors | 0.25 | 0 | Yes (X) | $0 | $0 | $0 | |
| Phyllis A Cummins | |||||||
| Board of Directors | 0.25 | 0 | Yes (X) | $0 | $0 | $0 | |
| James F Dietz | |||||||
| Board of Directors and Officer | 0.5 | 0 | Yes (X) | $0 | $0 | $0 | Yes (X) |
| Susan R Edwards | |||||||
| Board of Directors | 0.25 | 0 | Yes (X) | $0 | $0 | $0 | |
| Elizabeth B Germain | |||||||
| Board of Directors | 0.25 | 0 | Yes (X) | $0 | $0 | $0 | |
| Bonita D Griffin | |||||||
| Board of Directors and Officer | 0.5 | 0 | Yes (X) | $0 | $0 | $0 | Yes (X) |
| Cynthia Hilsheimer | |||||||
| Board of Directors | 0.25 | 0 | Yes (X) | $0 | $0 | $0 | |
| Lisa Hinson | |||||||
| Board of Directors | 0.25 | 0 | Yes (X) | $0 | $0 | $0 | |
| Linda S Kass | |||||||
| Board of Directors | 0.25 | 0 | Yes (X) | $0 | $0 | $0 | |
| Maryann Kennedy | |||||||
| Board of Directors | 0.25 | 0 | Yes (X) | $0 | $0 | $0 | |
| Keith B Key | |||||||
| Board of Directors | 0.25 | 0 | Yes (X) | $0 | $0 | $0 | |
| Anne E Klamar | |||||||
| Board of Directors | 0.25 | 0 | Yes (X) | $0 | $0 | $0 | |
| John C Lindberg | |||||||
| Board of Directors | 0.25 | 0 | Yes (X) | $0 | $0 | $0 | |
| Matthew D Magee | |||||||
| Board of Directors | 0.25 | 0 | Yes (X) | $0 | $0 | $0 | |
| Frank D Mauceri | |||||||
| Board of Directors | 0.25 | 0 | Yes (X) | $0 | $0 | $0 | |
| Stephen G Mehallis | |||||||
| Board of Directors | 0.25 | 0 | Yes (X) | $0 | $0 | $0 | |
| Stephen D Milligan | |||||||
| Board of Directors | 0.25 | 0 | Yes (X) | $0 | $0 | $0 | |
| Keith D Monda | |||||||
| Board of Directors | 0.25 | 0 | Yes (X) | $0 | $0 | $0 | |
| Nanette Nardi Triplett | |||||||
| Board of Directors | 0.25 | 0 | Yes (X) | $0 | $0 | $0 | |
| Jennifer J Ostenson | |||||||
| Board of Directors | 0.25 | 0 | Yes (X) | $0 | $0 | $0 | |
| Edwin L Overmyer | |||||||
| Board of Directors | 0.25 | 0 | Yes (X) | $0 | $0 | $0 | |
| Marnette Perry | |||||||
| Board of Directors | 0.25 | 0 | Yes (X) | $0 | $0 | $0 | |
| W Ray Persons | |||||||
| Board of Directors | 0.25 | 0 | Yes (X) | $0 | $0 | $0 | |
| Carter G Phillips | |||||||
| Board of Directors and Officer | 0.5 | 0 | Yes (X) | $0 | $0 | $0 | Yes (X) |
| Corbett A Price | |||||||
| Board of Directors | 0.25 | 0 | Yes (X) | $0 | $0 | $0 | |
| Stanley D Ross | |||||||
| Board of Directors | 0.25 | 0 | Yes (X) | $0 | $0 | $0 | |
| Robert W Savage | |||||||
| Board of Directors | 0.25 | 0 | Yes (X) | $0 | $0 | $0 | |
| Robert H Schottenstein | |||||||
| Board of Directors | 0.25 | 0 | Yes (X) | $0 | $0 | $0 | |
| Lee Shackelford | |||||||
| Board of Directors | 0.25 | 0 | Yes (X) | $0 | $0 | $0 | |
| Georganne Shockey | |||||||
| Board of Directors | 0.25 | 0 | Yes (X) | $0 | $0 | $0 | |
| Timothy P Smucker | |||||||
| Board of Directors | 0.25 | 0 | Yes (X) | $0 | $0 | $0 | |
| Ratmir V Timashev | |||||||
| Board of Directors | 0.25 | 0 | Yes (X) | $0 | $0 | $0 | |
| Kara Trott | |||||||
| Board of Directors | 0.25 | 0 | Yes (X) | $0 | $0 | $0 | |
| Daniel J Wampler | |||||||
| Board of Directors | 0.25 | 0 | Yes (X) | $0 | $0 | $0 | |
| Gifford Weary | |||||||
| Board of Directors and Officer | 0.5 | 0 | Yes (X) | $0 | $0 | $0 | Yes (X) |
| Alec Wightman | |||||||
| Board of Directors | 0.25 | 0 | Yes (X) | $0 | $0 | $0 | |
| Molly Ranz Calhoun | |||||||
| Ex Officio Director | 0.25 | 0 | Yes (X) | $0 | $0 | $0 | |
| Kristine G Devine | |||||||
| Ex Officio Director | 0.25 | 0 | Yes (X) | $0 | $0 | $0 | |
| Michael C Eicher | |||||||
| Ex Officio Director and Officer | 0.5 | 0 | Yes (X) | $0 | $0 | $0 | Yes (X) |
| Melissa L Gilliam | |||||||
| Ex Officio Director | 0.25 | 0 | Yes (X) | $0 | $0 | $0 | |
| Melissa S Shivers | |||||||
| Ex Officio Director | 0.25 | 0 | Yes (X) | $0 | $0 | $0 | |
| Brittany Cvetanovich | |||||||
| Officer | 0.25 | 0 | $0 | $0 | $0 | Yes (X) | |
| Jake Wozniak | |||||||
| Officer | 0.25 | 0 | $0 | $0 | $0 | Yes (X) | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $0 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $0 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 0 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | 0 | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | 0 | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
| Cntrct Rcvd Greater Than100 K | 0 | CntrctRcvdGreaterThan100KCnt |
| Federated Campaigns | $0 | FederatedCampaignsAmt |
| Membership Dues | $0 | MembershipDuesAmt |
| Fundraising | $0 | FundraisingAmt |
| Related Organizations | $0 | RelatedOrganizationsAmt |
| Government Grants | $0 | GovernmentGrantsAmt |
| All Other Contributions | $317,262,254 | AllOtherContributionsAmt |
| Noncash Contributions | $22,152,765 | NoncashContributionsAmt |
| Total Contributions | $317,262,254 | TotalContributionsAmt |
| Total Program Service Revenue | $0 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $35,319,626 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $35,319,626 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $0 | ExclusionAmt |
Incm From Invest Bond Proceeds IncmFromInvestBondProceedsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $0 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $0 | ExclusionAmt |
Royalties Revenue RoyaltiesRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $0 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $0 | ExclusionAmt |
Rental Income Or Loss RentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $0 | RealAmt |
| Personal | $0 | PersonalAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $0 | SecuritiesAmt |
| Other | $0 | OtherAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rpt Fundraising Event | $0 | ContriRptFundraisingEventAmt |
Other Revenue Misc OtherRevenueMiscGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Income from irrevocable split-interest agreements | Desc |
| Business | 525990 | BusinessCd |
| Total Revenue Column | $1,105,552 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $1,105,552 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $0 | ExclusionAmt |
Miscellaneous Revenue MiscellaneousRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $136,249 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $136,249 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $0 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $1,241,801 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $353,823,681 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $36,561,427 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $0 | ExclusionAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $90,460 | TotalAmt |
| Management And General | $90,460 | ManagementAndGeneralAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $31,877 | TotalAmt |
| Management And General | $31,877 | ManagementAndGeneralAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $100,262 | TotalAmt |
| Management And General | $100,262 | ManagementAndGeneralAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $94,905 | TotalAmt |
| Management And General | $94,905 | ManagementAndGeneralAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $19,533,880 | TotalAmt |
| Management And General | $19,533,880 | ManagementAndGeneralAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,563 | TotalAmt |
| Management And General | $1,563 | ManagementAndGeneralAmt |
Other Expenses OtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Distributions to the Ohio State University | Desc |
| Total | $280,197,718 | TotalAmt |
| Program Services | $280,197,718 | ProgramServicesAmt |
| Management And General | $0 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $300,050,665 | TotalAmt |
| Program Services | $280,197,718 | ProgramServicesAmt |
| Management And General | $19,852,947 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $224,281 | BOYAmt |
| EOY | $343,904 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $239,278,693 | BOYAmt |
| EOY | $264,769,955 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $3,550,000 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $0 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $3,550,000 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $661,726,262 | BOYAmt |
| EOY | $728,969,534 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $729,970,439 | BOYAmt |
| EOY | $759,357,801 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,170 | BOYAmt |
| EOY | $848 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,631,201,845 | BOYAmt |
| EOY | $1,756,992,042 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $9,454,330 | BOYAmt |
| EOY | $10,591,769 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $45,064,642 | BOYAmt |
| EOY | $44,236,918 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $54,518,972 | BOYAmt |
| EOY | $54,828,687 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
Cap Stk Tr Prin Current Funds CapStkTrPrinCurrentFundsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Pd In Cap Srpls Land Bldg Eqp Fund PdInCapSrplsLandBldgEqpFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Rtn Earn Endowment Incm Oth Fnds RtnEarnEndowmentIncmOthFndsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,576,682,873 | BOYAmt |
| EOY | $1,702,163,355 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,576,682,873 | BOYAmt |
| EOY | $1,702,163,355 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,631,201,845 | BOYAmt |
| EOY | $1,756,992,042 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | $53,773,016 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $71,707,466 | NetUnrlzdGainsLossesInvstAmt |
| Donated Services And Use Fclts | $0 | DonatedServicesAndUseFcltsAmt |
| Investment Expense | $0 | InvestmentExpenseAmt |
| Prior Period Adjustments | $0 | PriorPeriodAdjustmentsAmt |
| Other Changes In Net Assets | $0 | OtherChangesInNetAssetsAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | Yes (1) | AccountantCompileOrReviewInd |
| FS Audited | Yes (1) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Consol And Sep Basis Fincl Stmt | Yes (X) | ConsolAndSepBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (1) | AuditCommitteeInd |
| Federal Grant Audit Required | 0 | FederalGrantAuditRequiredInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Organization170 | Yes (X) | PublicOrganization170Ind |
Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $333,415,059 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $344,105,956 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $279,356,973 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $317,873,861 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $317,262,254 | CurrentTaxYearAmt |
| Total | $1,592,014,103 | TotalAmt |
Tax Rev Levied Orgnztnl Bnft170 TaxRevLeviedOrgnztnlBnft170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $0 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $0 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $0 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $0 | CurrentTaxYearMinus1YearAmt |
| Total | $0 | TotalAmt |
Govt Furn Srvc Fclts Vl170 GovtFurnSrvcFcltsVl170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $0 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $0 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $0 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $0 | CurrentTaxYearMinus1YearAmt |
| Total | $0 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $333,415,059 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $344,105,956 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $279,356,973 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $317,873,861 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $317,262,254 | CurrentTaxYearAmt |
| Total | $1,592,014,103 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Total170 | $1,592,014,103 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $20,373,506 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $22,274,999 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $25,913,835 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $30,981,977 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $35,319,626 | CurrentTaxYearAmt |
| Total | $134,863,943 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $1,726,878,046 | TotalSupportAmt |
| Public Support CY170 | 0.92190 | PublicSupportCY170Pct |
| Public Support PY170 | 0.92786 | PublicSupportPY170Pct |
| Thirty Thr Pct Suprt Tests CY170 | Yes (X) | ThirtyThrPctSuprtTestsCY170Ind |
Schedule B IRS990ScheduleB
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | RESTRICTED | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | RESTRICTED | TotalContributionsAmt |
Schedule D IRS990ScheduleD
| Field | Value | IRS element (for citing) |
|---|---|---|
| Donor Advised Funds Held | 0 | DonorAdvisedFundsHeldCnt |
| Funds And Other Accounts Held | 2 | FundsAndOtherAccountsHeldCnt |
| Donor Advised Funds Contri | $0 | DonorAdvisedFundsContriAmt |
| Funds And Other Accounts Contri | $3,268 | FundsAndOtherAccountsContriAmt |
| Donor Advised Funds Grants | $0 | DonorAdvisedFundsGrantsAmt |
| Funds And Other Accounts Grants | $39,431 | FundsAndOtherAccountsGrantsAmt |
| Donor Advised Funds Vl EOY | $0 | DonorAdvisedFundsVlEOYAmt |
| Funds And Other Accounts Vl EOY | $1,034,501 | FundsAndOtherAccountsVlEOYAmt |
| Disclosed Org Leg Ctrl | Yes (1) | DisclosedOrgLegCtrlInd |
| Disclosed For Charitable Prps | Yes (1) | DisclosedForCharitablePrpsInd |
CY Endwmt Fund CYEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $1,344,732,358 | BeginningYearBalanceAmt |
| Contributions | $65,605,009 | ContributionsAmt |
| Investment Earnings Or Losses | $107,036,986 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $0 | GrantsOrScholarshipsAmt |
| Other Expenditures | $55,639,376 | OtherExpendituresAmt |
| Administrative Expenses | $19,533,880 | AdministrativeExpensesAmt |
| End Year Balance | $1,442,201,097 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $1,345,059,383 | BeginningYearBalanceAmt |
| Contributions | $86,910,333 | ContributionsAmt |
| Investment Earnings Or Losses | -$18,698,242 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $0 | GrantsOrScholarshipsAmt |
| Other Expenditures | $49,896,284 | OtherExpendituresAmt |
| Administrative Expenses | $18,642,832 | AdministrativeExpensesAmt |
| End Year Balance | $1,344,732,358 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $996,177,321 | BeginningYearBalanceAmt |
| Contributions | $64,712,409 | ContributionsAmt |
| Investment Earnings Or Losses | $346,480,104 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $0 | GrantsOrScholarshipsAmt |
| Other Expenditures | $46,581,032 | OtherExpendituresAmt |
| Administrative Expenses | $15,729,419 | AdministrativeExpensesAmt |
| End Year Balance | $1,345,059,383 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $969,428,976 | BeginningYearBalanceAmt |
| Contributions | $63,970,156 | ContributionsAmt |
| Investment Earnings Or Losses | $20,097,493 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $0 | GrantsOrScholarshipsAmt |
| Other Expenditures | $43,113,477 | OtherExpendituresAmt |
| Administrative Expenses | $14,205,827 | AdministrativeExpensesAmt |
| End Year Balance | $996,177,321 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $958,749,667 | BeginningYearBalanceAmt |
| Contributions | $43,443,167 | ContributionsAmt |
| Investment Earnings Or Losses | $21,238,462 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $0 | GrantsOrScholarshipsAmt |
| Other Expenditures | $40,096,137 | OtherExpendituresAmt |
| Administrative Expenses | $13,906,183 | AdministrativeExpensesAmt |
| End Year Balance | $969,428,976 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated Balance EOY | 0 | BoardDesignatedBalanceEOYPct |
| Prmnnt Endowment Balance EOY | 0.9851 | PrmnntEndowmentBalanceEOYPct |
| Term Endowment Balance EOY | 0.0149 | TermEndowmentBalanceEOYPct |
| Endowments Held Unrelated Org | Yes (1) | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | 0 | EndowmentsHeldRelatedOrgInd |
Land LandGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Cost Or Other Basis | $0 | InvestmentCostOrOtherBasisAmt |
| Other Cost Or Other Basis | $0 | OtherCostOrOtherBasisAmt |
| Book Value | $0 | BookValueAmt |
Buildings BuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Cost Or Other Basis | $0 | InvestmentCostOrOtherBasisAmt |
| Other Cost Or Other Basis | $3,550,000 | OtherCostOrOtherBasisAmt |
| Depreciation | $0 | DepreciationAmt |
| Book Value | $3,550,000 | BookValueAmt |
Leasehold Improvements LeaseholdImprovementsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Cost Or Other Basis | $0 | InvestmentCostOrOtherBasisAmt |
| Other Cost Or Other Basis | $0 | OtherCostOrOtherBasisAmt |
| Depreciation | $0 | DepreciationAmt |
| Book Value | $0 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Cost Or Other Basis | $0 | InvestmentCostOrOtherBasisAmt |
| Other Cost Or Other Basis | $0 | OtherCostOrOtherBasisAmt |
| Depreciation | $0 | DepreciationAmt |
| Book Value | $0 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Cost Or Other Basis | $0 | InvestmentCostOrOtherBasisAmt |
| Other Cost Or Other Basis | $0 | OtherCostOrOtherBasisAmt |
| Depreciation | $0 | DepreciationAmt |
| Book Value | $0 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $3,550,000 | TotalBookValueLandBuildingsAmt |
Other Securities OtherSecuritiesGrp (2 entries)
| DescDesc | Book ValueBookValueAmt | Method ValuationMethodValuationCd |
|---|---|---|
| Other Investment Partnerships | $757,562,991 | F |
| Life Insurance Policies | $1,794,810 | F |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Securities | $759,357,801 | TotalBookValueSecuritiesAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp (4 entries)
| DescDesc | AmtAmt |
|---|---|
| Obligation and Reserve for Gift Annuity | $23,539,390 |
| Charitable Remainder Trust Liability | $12,199,271 |
| Deferred Inflows | $8,480,580 |
| Advance from university | $17,677 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $44,236,918 | TotalLiabilityAmt |
| Total Rev Etc Audited Fincl Stmt | $411,155,613 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | $71,707,466 | NetUnrealizedGainsInvstAmt |
| Donated Services And Use Fclts | $0 | DonatedServicesAndUseFcltsAmt |
| Recoveries Prior Year Grants | $0 | RecoveriesPriorYearGrantsAmt |
| Other Revenue | $0 | OtherRevenueAmt |
| Revenue Not Reported | $71,707,466 | RevenueNotReportedAmt |
| Revenue Subtotal | $339,448,147 | RevenueSubtotalAmt |
| Investment Expenses Not Incld | $14,375,534 | InvestmentExpensesNotIncldAmt |
| Other Revenues Not Included | $0 | OtherRevenuesNotIncludedAmt |
| Revenue Not Reported Fincl Stmt | $14,375,534 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $353,823,681 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $285,675,131 | TotExpnsEtcAuditedFinclStmtAmt |
| Donated Services Use Fclts | $0 | DonatedServicesUseFcltsAmt |
| Prior Year Adjustments | $0 | PriorYearAdjustmentsAmt |
| Losses Reported | $0 | LossesReportedAmt |
| Other Expenses Included | $0 | OtherExpensesIncludedAmt |
| Expenses Not Reported | $0 | ExpensesNotReportedAmt |
| Expenses Subtotal | $285,675,131 | ExpensesSubtotalAmt |
| Investment Expenses Not Incld2 | $14,375,534 | InvestmentExpensesNotIncld2Amt |
| Other Expenses Not Included | $0 | OtherExpensesNotIncludedAmt |
| Expenses Not Rpt Fincl Stmt | $14,375,534 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $300,050,665 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (3 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Schedule D, Part V, Line 3a(i) | The endowment funds are held and administered for the organization by the Ohio State University; based on the definition of "related" in the instructions to the Form 990, the organization and The Ohio State University are not related. |
| Schedule D, Part V, Line 4 | Endowment funds permanently enhance The Ohio State University and its programs including but not limited to Scholarships, Research, Chairs & Professorships. |
| Schedule D, Part VI, Line 1b | The Foundation was gifted an office building which is being held for sale. |
Schedule M IRS990ScheduleM
Works Of Art WorksOfArtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 19 | ContributionCnt |
| Noncash Contributions Rpt F990 | $0 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | n/a | MethodOfDeterminingRevenuesTxt |
Books And Publications BooksAndPublicationsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Noncash Contributions Rpt F990 | $0 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | n/a | MethodOfDeterminingRevenuesTxt |
Clothing And Household Goods ClothingAndHouseholdGoodsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Noncash Contributions Rpt F990 | $0 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | n/a | MethodOfDeterminingRevenuesTxt |
Cars And Other Vehicles CarsAndOtherVehiclesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 1 | ContributionCnt |
| Noncash Contributions Rpt F990 | $0 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | n/a | MethodOfDeterminingRevenuesTxt |
Securities Publicly Traded SecuritiesPubliclyTradedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 404 | ContributionCnt |
| Noncash Contributions Rpt F990 | $18,602,765 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | average high/low | MethodOfDeterminingRevenuesTxt |
Real Estate Commercial RealEstateCommercialGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 1 | ContributionCnt |
| Noncash Contributions Rpt F990 | $3,550,000 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | appraisal | MethodOfDeterminingRevenuesTxt |
Collectibles CollectiblesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 39 | ContributionCnt |
| Noncash Contributions Rpt F990 | $0 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | n/a | MethodOfDeterminingRevenuesTxt |
Food Inventory FoodInventoryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 27 | ContributionCnt |
| Noncash Contributions Rpt F990 | $0 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | n/a | MethodOfDeterminingRevenuesTxt |
Scientific Specimens ScientificSpecimensGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 1 | ContributionCnt |
| Noncash Contributions Rpt F990 | $0 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | n/a | MethodOfDeterminingRevenuesTxt |
Other Non Cash Contri Table OtherNonCashContriTableGrp (6 entries)
| Non Cash CheckboxNonCashCheckboxInd | DescDesc | ContributionContributionCnt | Noncash Contributions Rpt F990NoncashContributionsRptF990Amt | Method Of Determining RevenuesMethodOfDeterminingRevenuesTxt |
|---|---|---|---|---|
| Yes (X) | Equipment and Supplies | 62 | $0 | n/a |
| Yes (X) | Flowers & Plants | 10 | $0 | n/a |
| Yes (X) | Gift Cards/Certificates | 20 | $0 | n/a |
| Yes (X) | Livestock & Agricultural Items | 12 | $0 | n/a |
| Yes (X) | Passes/Tickets | 12 | $0 | n/a |
| Yes (X) | Miscellaneous | 13 | $0 | n/a |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form8283 Received | 8 | Form8283ReceivedCnt |
| Any Property That Must Be Held | 0 | AnyPropertyThatMustBeHeldInd |
| Review Process Unusual NC Gifts | Yes (1) | ReviewProcessUnusualNCGiftsInd |
| Third Parties Used | Yes (1) | ThirdPartiesUsedInd |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Schedule M, Part I, Line 32b | The Foundation engages third parties to sell non-cash contributions. Brokerage Firms are used to sell securities.Real estate agents are used to sell gifts of property. |
| Schedule M, Part I, Line 33 | Per current accounting practices, the Foundation does not report revenue for these in-kind gifts. |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (8 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Form 990, Part IV, Line 29 | Non-cash contributions are donated to The Ohio State University for its use in exempt purposes. |
| Form 990, Part IV, Line 30 | Non-cash contributions are donated to The Ohio State University for its use in exempt purposes. |
| Form 990, Part IV, Line 34 | As noted in Part 1, Line 1, the organization is operated for the benefit of The Ohio State University, however, based on the definition of "related" in the instructions to the Form 990, the organization and The Ohio State University are not related. The organization is not a supporting organization under IRC 509(a)(3). It maintains its public charity status under the IRS 509(a)(1). Also, the university does not appoint a majority of the organization's directors. All the information in Schedule R or in other parts of the Form 990 for related organization is available from The Ohio State University Foundation upon request. |
| Form 990, Part V, Line 3b | The organization files an annual Form 990T whether or not there is unrelated business income to report. |
| Form 990, Part VI, Section B, Line 11b | Before the Form 990 is filed, it is reviewed by the Audit Committee of the OSU Foundation Board. The Form 990 is then made available to all board members for comments. |
| Form 990, Part VI, Section B, Line 12c | Board members are required to disclose conflicts of interest on an annual conflict of interest questionnaire. Foundation staff review the questionnaires and if potential conflicts of interest exist, all material facts are presented either to the full board or a committee. The information is reviewed, and a determination is made to whether a conflict of interest exists. |
| Form 990, Part VI, Section B, Line 15 | The organization's top management official is an employee of The Ohio State University. His/her salary is determined according to the university's policies and procedures. |
| Form 990, Part VI, Section C, Line 19 | The governing documents, conflict of interest policy and financial statements are available upon request. |
Schedule R IRS990ScheduleR
Id Disregarded Entities IdDisregardedEntitiesGrp
Disregarded Entity Name DisregardedEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Clifton Holdings LLC | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 150 E Broad Street | AddressLine1Txt |
| City | Columbus | CityNm |
| State Abbreviation | OH | StateAbbreviationCd |
| ZIP | 43215 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 311145986 | EIN |
| Primary Activities | Previous owner of real property located in Bexley, Ohio | PrimaryActivitiesTxt |
| Legal Domicile State | OH | LegalDomicileStateCd |
| Total Income | $0 | TotalIncomeAmt |
| End Of Year Assets | $0 | EndOfYearAssetsAmt |
| Direct Controlling NA | N/A | DirectControllingNACd |
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