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

FieldValueIRS element (for citing)
Return2024-04-09T10:03:53-07:00ReturnTs
Tax Period End2023-06-30TaxPeriodEndDt
Return Type990ReturnTypeCd
Tax Period Begin2022-07-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN311145986EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1OHIO STATE UNIVERSITY FOUNDATIONBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlOHIOBusinessNameControlTxt
Phone6142921600PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line114 E 15th Ave 4th FlAddressLine1Txt
CityColumbusCityNm
State AbbreviationOHStateAbbreviationCd
ZIP43201ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonJake WozniakPersonNm
Person TitleAssistant TreasurerPersonTitleTxt
Phone6142928520PhoneNum
Signature2024-04-10SignatureDt

Signing Officer SigningOfficerGrp

Person Full Name PersonFullName

FieldValueIRS element (for citing)
Person FirstJakePersonFirstNm
Person LastWozniakPersonLastNm
FieldValueIRS element (for citing)
SSN999009999SSN
FieldValueIRS element (for citing)
IRS Responsible Prty Info CurrYes (1)IRSResponsiblePrtyInfoCurrInd

Additional Filer Information AdditionalFilerInformation

Trusted Customer TrustedCustomerGrp

FieldValueIRS element (for citing)
Trusted Customer1TrustedCustomerCd
OOB Security Verification11OOBSecurityVerificationCd
Last Submission Rqr OOB1LastSubmissionRqrOOBCd
Authentication Assurance LevelAAL2AuthenticationAssuranceLevelCd
Profile Password ChangeYes (X)ProfilePasswordChangeInd
FieldValueIRS element (for citing)
Tax2022TaxYr
Build TS2023-04-26 12:10:37ZBuildTS

Form 990 IRS990

FieldValueIRS element (for citing)
Principal OfficerMichael C EicherPrincipalOfficerNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line115 E 15th AveAddressLine1Txt
CityColumbusCityNm
State AbbreviationOHStateAbbreviationCd
ZIP43201ZIPCd
FieldValueIRS element (for citing)
Gross Receipts$353,823,681GrossReceiptsAmt
Group Return For Affiliates0GroupReturnForAffiliatesInd
Organization501c3Yes (X)Organization501c3Ind
Website Addresswww.osu.edu/givingWebsiteAddressTxt
Type Of Organization CorpYes (X)TypeOfOrganizationCorpInd
Formation1985FormationYr
Legal Domicile StateOHLegalDomicileStateCd
Activity Or MissionThe 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 Body47VotingMembersGoverningBodyCnt
Voting Members Independent47VotingMembersIndependentCnt
Total Employee0TotalEmployeeCnt
Total Volunteers40TotalVolunteersCnt
Total Gross UBI$0TotalGrossUBIAmt
Net Unrelated Bus Txbl Incm$0NetUnrelatedBusTxblIncmAmt
PY Contributions Grants$317,873,861PYContributionsGrantsAmt
CY Contributions Grants$317,262,254CYContributionsGrantsAmt
PY Program Service Revenue$0PYProgramServiceRevenueAmt
CY Program Service Revenue$0CYProgramServiceRevenueAmt
PY Investment Income$30,981,977PYInvestmentIncomeAmt
CY Investment Income$35,319,626CYInvestmentIncomeAmt
PY Other Revenue$1,576,227PYOtherRevenueAmt
CY Other Revenue$1,241,801CYOtherRevenueAmt
PY Total Revenue$350,432,065PYTotalRevenueAmt
CY Total Revenue$353,823,681CYTotalRevenueAmt
PY Grants And Similar Paid$0PYGrantsAndSimilarPaidAmt
CY Grants And Similar Paid$0CYGrantsAndSimilarPaidAmt
PY Benefits Paid To Members$0PYBenefitsPaidToMembersAmt
CY Benefits Paid To Members$0CYBenefitsPaidToMembersAmt
PY Salaries Comp Emp Bnft Paid$105,740PYSalariesCompEmpBnftPaidAmt
CY Salaries Comp Emp Bnft Paid$122,337CYSalariesCompEmpBnftPaidAmt
PY Total Prof Fndrsng Expns$0PYTotalProfFndrsngExpnsAmt
CY Total Prof Fndrsng Expns$0CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense$0CYTotalFundraisingExpenseAmt
PY Other Expenses$296,068,544PYOtherExpensesAmt
CY Other Expenses$299,928,328CYOtherExpensesAmt
PY Total Expenses$296,174,284PYTotalExpensesAmt
CY Total Expenses$300,050,665CYTotalExpensesAmt
PY Revenues Less Expenses$54,257,781PYRevenuesLessExpensesAmt
CY Revenues Less Expenses$53,773,016CYRevenuesLessExpensesAmt
Total Assets BOY$1,631,201,845TotalAssetsBOYAmt
Total Assets EOY$1,756,992,042TotalAssetsEOYAmt
Total Liabilities BOY$54,518,972TotalLiabilitiesBOYAmt
Total Liabilities EOY$54,828,687TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY$1,576,682,873NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY$1,702,163,355NetAssetsOrFundBalancesEOYAmt
MissionThe Foundation raises funds and manages endowments and planned gifts for the benefit of The Ohio State University.MissionDesc
Significant New Program Srvc0SignificantNewProgramSrvcInd
Significant Change0SignificantChangeInd
Expense$280,197,718ExpenseAmt
Grant$0GrantAmt
Revenue$0RevenueAmt
DescDistributions to The Ohio State University.Desc

Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp

FieldValueIRS element (for citing)
Expense$0ExpenseAmt
Revenue$0RevenueAmt
DescNot ApplicableDesc
FieldValueIRS element (for citing)
Total Other Prog Srvc Expense$0TotalOtherProgSrvcExpenseAmt
Total Other Prog Srvc Grant$0TotalOtherProgSrvcGrantAmt
Total Other Prog Srvc Revenue$0TotalOtherProgSrvcRevenueAmt
Total Program Service Expenses$280,197,718TotalProgramServiceExpensesAmt
Described In Section501c3Yes (1)DescribedInSection501c3Ind
Schedule B RequiredYes (1)ScheduleBRequiredInd
Political Campaign Acty0PoliticalCampaignActyInd
Lobbying Activities0LobbyingActivitiesInd
Subject To Proxy Tax0SubjectToProxyTaxInd
Donor Advised FundYes (1)DonorAdvisedFundInd
Conservation Easements0ConservationEasementsInd
Collections Of Art0CollectionsOfArtInd
Credit Counseling0CreditCounselingInd
Donor Rstr Or Quasi EndowmentsYes (1)DonorRstrOrQuasiEndowmentsInd
Report Land Building EquipmentYes (1)ReportLandBuildingEquipmentInd
Report Investments Other SecYes (1)ReportInvestmentsOtherSecInd
Report Program Related Invst0ReportProgramRelatedInvstInd
Report Other Assets0ReportOtherAssetsInd
Report Other LiabilitiesYes (1)ReportOtherLiabilitiesInd
Include FIN48 Footnote0IncludeFIN48FootnoteInd
Independent Audit Fincl StmtYes (1)IndependentAuditFinclStmtInd
Consolidated Audit Fincl StmtYes (1)ConsolidatedAuditFinclStmtInd
School Operating0SchoolOperatingInd
Foreign Office0ForeignOfficeInd
Foreign Activities0ForeignActivitiesInd
More Than5000 K To Org0MoreThan5000KToOrgInd
More Than5000 K To Individuals0MoreThan5000KToIndividualsInd
Professional Fundraising0ProfessionalFundraisingInd
Fundraising Activities0FundraisingActivitiesInd
Gaming Activities0GamingActivitiesInd
Operate Hospital0OperateHospitalInd
Grants To Organizations0GrantsToOrganizationsInd
Grants To Individuals0GrantsToIndividualsInd
Schedule J Required0ScheduleJRequiredInd
Tax Exempt Bonds0TaxExemptBondsInd
Engaged In Excess Benefit Trans0EngagedInExcessBenefitTransInd
PY Excess Benefit Trans0PYExcessBenefitTransInd
Loan Outstanding0LoanOutstandingInd
Grant To Related Person0GrantToRelatedPersonInd
Business Rln With Org Mem0BusinessRlnWithOrgMemInd
Business Rln With Fam Mem0BusinessRlnWithFamMemInd
Business Rln With35 Ctrl Ent0BusinessRlnWith35CtrlEntInd
Deductible Non Cash ContriYes (1)DeductibleNonCashContriInd
Deductible Art ContributionYes (1)DeductibleArtContributionInd
Terminate Operations0TerminateOperationsInd
Partial Liquidation0PartialLiquidationInd
Disregarded EntityYes (1)DisregardedEntityInd
Related Entity0RelatedEntityInd
Related Organization Ctrl Ent0RelatedOrganizationCtrlEntInd
Trnsfr Exmpt Non Chrtbl Rltd Org0TrnsfrExmptNonChrtblRltdOrgInd
Activities Conducted Prtshp0ActivitiesConductedPrtshpInd
Schedule O RequiredYes (1)ScheduleORequiredInd
Info In Schedule O Part VYes (X)InfoInScheduleOPartVInd
IRP Document2IRPDocumentCnt
IRP Document W2 G0IRPDocumentW2GCnt
Employee0EmployeeCnt
Unrelated Bus Incm Over Limit0UnrelatedBusIncmOverLimitInd
Foreign Financial Account0ForeignFinancialAccountInd
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTransInd
Taxable Party Notification0TaxablePartyNotificationInd
Nondeductible ContributionsYes (1)NondeductibleContributionsInd
Nondeductible Contri DisclYes (1)NondeductibleContriDisclInd
Quid Pro Quo ContributionsYes (1)QuidProQuoContributionsInd
Quid Pro Quo Contri DisclYes (1)QuidProQuoContriDisclInd
Form8282 Property Disposed Of0Form8282PropertyDisposedOfInd
Rcv Fnds To Pay Prsnl Bnft Cntrct0RcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft Cntrct0PayPremiumsPrsnlBnftCntrctInd
Form1098 C FiledYes (1)Form1098CFiledInd
Indoor Tanning Services0IndoorTanningServicesInd
Subj To Tax Rmnrtn Ex Prcht Pymt0SubjToTaxRmnrtnExPrchtPymtInd
Subject To Excs Tax Net Invst Inc0SubjectToExcsTaxNetInvstIncInd
Info In Schedule O Part VIYes (X)InfoInScheduleOPartVIInd
Governing Body Voting Members47GoverningBodyVotingMembersCnt
Independent Voting Member47IndependentVotingMemberCnt
Family Or Business Rln0FamilyOrBusinessRlnInd
Delegation Of Mgmt Duties0DelegationOfMgmtDutiesInd
Change To Org Documents0ChangeToOrgDocumentsInd
Material Diversion Or Misuse0MaterialDiversionOrMisuseInd
Members Or Stockholders0MembersOrStockholdersInd
Election Of Board Members0ElectionOfBoardMembersInd
Decisions Subject To Approva0DecisionsSubjectToApprovaInd
Minutes Of Governing BodyYes (1)MinutesOfGoverningBodyInd
Minutes Of CommitteesYes (1)MinutesOfCommitteesInd
Officer Mailing Address0OfficerMailingAddressInd
Local Chapters0LocalChaptersInd
Form990 Provided To Gvrn BodyYes (1)Form990ProvidedToGvrnBodyInd
Conflict Of Interest PolicyYes (1)ConflictOfInterestPolicyInd
Annual Disclosure Covered PrsnYes (1)AnnualDisclosureCoveredPrsnInd
Regular Monitoring EnfrcYes (1)RegularMonitoringEnfrcInd
Whistleblower PolicyYes (1)WhistleblowerPolicyInd
Document Retention PolicyYes (1)DocumentRetentionPolicyInd
Compensation Process CEO0CompensationProcessCEOInd
Compensation Process OtherYes (1)CompensationProcessOtherInd
Investment In Joint Venture0InvestmentInJointVentureInd
States Where Copy Of Return Is FldCAStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldKYStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldMAStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldMDStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldMIStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldMNStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldNHStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldNJStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldNYStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldORStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldPAStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldSCStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldUTStatesWhereCopyOfReturnIsFldCd
Upon RequestYes (X)UponRequestInd

Books In Care Of Detail BooksInCareOfDetail

FieldValueIRS element (for citing)
PersonJan E SoboslaiPersonNm
Phone6146882574PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line114 E 15th Ave 4th FlAddressLine1Txt
CityColumbusCityNm
State AbbreviationOHStateAbbreviationCd
ZIP43201ZIPCd
FieldValueIRS element (for citing)
No Listed Persons CompensatedYes (X)NoListedPersonsCompensatedInd

Form990 Part VII Section A Form990PartVIISectionAGrp (47 entries)

TitleTitleTxtAverage Hours Per WeekAverageHoursPerWeekRtAverage Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRtIndividual Trustee Or DirectorIndividualTrusteeOrDirectorIndReportable Comp From OrgReportableCompFromOrgAmtReportable Comp From Rltd OrgReportableCompFromRltdOrgAmtOther CompensationOtherCompensationAmtOfficerOfficerInd
Michael H Carpenter
Board of Directors0.250Yes (X)$0$0$0
G Gilbert Cloyd
Board of Directors and Officer0.50Yes (X)$0$0$0Yes (X)
Caryn Covelli
Board of Directors0.250Yes (X)$0$0$0
Jack Cowart
Board of Directors0.250Yes (X)$0$0$0
Tanny Crane
Board of Directors0.250Yes (X)$0$0$0
Phyllis A Cummins
Board of Directors0.250Yes (X)$0$0$0
James F Dietz
Board of Directors and Officer0.50Yes (X)$0$0$0Yes (X)
Susan R Edwards
Board of Directors0.250Yes (X)$0$0$0
Elizabeth B Germain
Board of Directors0.250Yes (X)$0$0$0
Bonita D Griffin
Board of Directors and Officer0.50Yes (X)$0$0$0Yes (X)
Cynthia Hilsheimer
Board of Directors0.250Yes (X)$0$0$0
Lisa Hinson
Board of Directors0.250Yes (X)$0$0$0
Linda S Kass
Board of Directors0.250Yes (X)$0$0$0
Maryann Kennedy
Board of Directors0.250Yes (X)$0$0$0
Keith B Key
Board of Directors0.250Yes (X)$0$0$0
Anne E Klamar
Board of Directors0.250Yes (X)$0$0$0
John C Lindberg
Board of Directors0.250Yes (X)$0$0$0
Matthew D Magee
Board of Directors0.250Yes (X)$0$0$0
Frank D Mauceri
Board of Directors0.250Yes (X)$0$0$0
Stephen G Mehallis
Board of Directors0.250Yes (X)$0$0$0
Stephen D Milligan
Board of Directors0.250Yes (X)$0$0$0
Keith D Monda
Board of Directors0.250Yes (X)$0$0$0
Nanette Nardi Triplett
Board of Directors0.250Yes (X)$0$0$0
Jennifer J Ostenson
Board of Directors0.250Yes (X)$0$0$0
Edwin L Overmyer
Board of Directors0.250Yes (X)$0$0$0
Marnette Perry
Board of Directors0.250Yes (X)$0$0$0
W Ray Persons
Board of Directors0.250Yes (X)$0$0$0
Carter G Phillips
Board of Directors and Officer0.50Yes (X)$0$0$0Yes (X)
Corbett A Price
Board of Directors0.250Yes (X)$0$0$0
Stanley D Ross
Board of Directors0.250Yes (X)$0$0$0
Robert W Savage
Board of Directors0.250Yes (X)$0$0$0
Robert H Schottenstein
Board of Directors0.250Yes (X)$0$0$0
Lee Shackelford
Board of Directors0.250Yes (X)$0$0$0
Georganne Shockey
Board of Directors0.250Yes (X)$0$0$0
Timothy P Smucker
Board of Directors0.250Yes (X)$0$0$0
Ratmir V Timashev
Board of Directors0.250Yes (X)$0$0$0
Kara Trott
Board of Directors0.250Yes (X)$0$0$0
Daniel J Wampler
Board of Directors0.250Yes (X)$0$0$0
Gifford Weary
Board of Directors and Officer0.50Yes (X)$0$0$0Yes (X)
Alec Wightman
Board of Directors0.250Yes (X)$0$0$0
Molly Ranz Calhoun
Ex Officio Director0.250Yes (X)$0$0$0
Kristine G Devine
Ex Officio Director0.250Yes (X)$0$0$0
Michael C Eicher
Ex Officio Director and Officer0.50Yes (X)$0$0$0Yes (X)
Melissa L Gilliam
Ex Officio Director0.250Yes (X)$0$0$0
Melissa S Shivers
Ex Officio Director0.250Yes (X)$0$0$0
Brittany Cvetanovich
Officer0.250$0$0$0Yes (X)
Jake Wozniak
Officer0.250$0$0$0Yes (X)
FieldValueIRS element (for citing)
Total Reportable Comp From Org$0TotalReportableCompFromOrgAmt
Tot Reportable Comp Rltd Org$0TotReportableCompRltdOrgAmt
Total Other Compensation$0TotalOtherCompensationAmt
Indiv Rcvd Greater Than100 K0IndivRcvdGreaterThan100KCnt
Former Ofcr Employees Listed0FormerOfcrEmployeesListedInd
Total Comp Greater Than150 K0TotalCompGreaterThan150KInd
Compensation From Other Srcs0CompensationFromOtherSrcsInd
Cntrct Rcvd Greater Than100 K0CntrctRcvdGreaterThan100KCnt
Federated Campaigns$0FederatedCampaignsAmt
Membership Dues$0MembershipDuesAmt
Fundraising$0FundraisingAmt
Related Organizations$0RelatedOrganizationsAmt
Government Grants$0GovernmentGrantsAmt
All Other Contributions$317,262,254AllOtherContributionsAmt
Noncash Contributions$22,152,765NoncashContributionsAmt
Total Contributions$317,262,254TotalContributionsAmt
Total Program Service Revenue$0TotalProgramServiceRevenueAmt

Investment Income InvestmentIncomeGrp

FieldValueIRS element (for citing)
Total Revenue Column$35,319,626TotalRevenueColumnAmt
Related Or Exempt Func Income$35,319,626RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue$0UnrelatedBusinessRevenueAmt
Exclusion$0ExclusionAmt

Incm From Invest Bond Proceeds IncmFromInvestBondProceedsGrp

FieldValueIRS element (for citing)
Total Revenue Column$0TotalRevenueColumnAmt
Related Or Exempt Func Income$0RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue$0UnrelatedBusinessRevenueAmt
Exclusion$0ExclusionAmt

Royalties Revenue RoyaltiesRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$0TotalRevenueColumnAmt
Related Or Exempt Func Income$0RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue$0UnrelatedBusinessRevenueAmt
Exclusion$0ExclusionAmt

Rental Income Or Loss RentalIncomeOrLossGrp

FieldValueIRS element (for citing)
Real$0RealAmt
Personal$0PersonalAmt

Gain Or Loss GainOrLossGrp

FieldValueIRS element (for citing)
Securities$0SecuritiesAmt
Other$0OtherAmt
FieldValueIRS element (for citing)
Contri Rpt Fundraising Event$0ContriRptFundraisingEventAmt

Other Revenue Misc OtherRevenueMiscGrp

FieldValueIRS element (for citing)
DescIncome from irrevocable split-interest agreementsDesc
Business525990BusinessCd
Total Revenue Column$1,105,552TotalRevenueColumnAmt
Related Or Exempt Func Income$1,105,552RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue$0UnrelatedBusinessRevenueAmt
Exclusion$0ExclusionAmt

Miscellaneous Revenue MiscellaneousRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$136,249TotalRevenueColumnAmt
Related Or Exempt Func Income$136,249RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue$0UnrelatedBusinessRevenueAmt
Exclusion$0ExclusionAmt
FieldValueIRS element (for citing)
Other Revenue Total$1,241,801OtherRevenueTotalAmt

Total Revenue TotalRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$353,823,681TotalRevenueColumnAmt
Related Or Exempt Func Income$36,561,427RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue$0UnrelatedBusinessRevenueAmt
Exclusion$0ExclusionAmt

Other Salaries And Wages OtherSalariesAndWagesGrp

FieldValueIRS element (for citing)
Total$90,460TotalAmt
Management And General$90,460ManagementAndGeneralAmt

Other Employee Benefits OtherEmployeeBenefitsGrp

FieldValueIRS element (for citing)
Total$31,877TotalAmt
Management And General$31,877ManagementAndGeneralAmt

Fees For Services Legal FeesForServicesLegalGrp

FieldValueIRS element (for citing)
Total$100,262TotalAmt
Management And General$100,262ManagementAndGeneralAmt

Fees For Services Accounting FeesForServicesAccountingGrp

FieldValueIRS element (for citing)
Total$94,905TotalAmt
Management And General$94,905ManagementAndGeneralAmt

Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp

FieldValueIRS element (for citing)
Total$19,533,880TotalAmt
Management And General$19,533,880ManagementAndGeneralAmt

Information Technology InformationTechnologyGrp

FieldValueIRS element (for citing)
Total$1,563TotalAmt
Management And General$1,563ManagementAndGeneralAmt

Other Expenses OtherExpensesGrp

FieldValueIRS element (for citing)
DescDistributions to the Ohio State UniversityDesc
Total$280,197,718TotalAmt
Program Services$280,197,718ProgramServicesAmt
Management And General$0ManagementAndGeneralAmt
Fundraising$0FundraisingAmt

Total Functional Expenses TotalFunctionalExpensesGrp

FieldValueIRS element (for citing)
Total$300,050,665TotalAmt
Program Services$280,197,718ProgramServicesAmt
Management And General$19,852,947ManagementAndGeneralAmt
Fundraising$0FundraisingAmt

Cash Non Interest Bearing CashNonInterestBearingGrp

FieldValueIRS element (for citing)
BOY$224,281BOYAmt
EOY$343,904EOYAmt

Pledges And Grants Receivable PledgesAndGrantsReceivableGrp

FieldValueIRS element (for citing)
BOY$239,278,693BOYAmt
EOY$264,769,955EOYAmt
FieldValueIRS element (for citing)
Land Bldg Equip Cost Or Other Bss$3,550,000LandBldgEquipCostOrOtherBssAmt
Land Bldg Equip Accum Deprec$0LandBldgEquipAccumDeprecAmt

Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp

FieldValueIRS element (for citing)
EOY$3,550,000EOYAmt

Investments Pub Traded Sec InvestmentsPubTradedSecGrp

FieldValueIRS element (for citing)
BOY$661,726,262BOYAmt
EOY$728,969,534EOYAmt

Investments Other Securities InvestmentsOtherSecuritiesGrp

FieldValueIRS element (for citing)
BOY$729,970,439BOYAmt
EOY$759,357,801EOYAmt

Other Assets Total OtherAssetsTotalGrp

FieldValueIRS element (for citing)
BOY$2,170BOYAmt
EOY$848EOYAmt

Total Assets TotalAssetsGrp

FieldValueIRS element (for citing)
BOY$1,631,201,845BOYAmt
EOY$1,756,992,042EOYAmt

Deferred Revenue DeferredRevenueGrp

FieldValueIRS element (for citing)
BOY$9,454,330BOYAmt
EOY$10,591,769EOYAmt

Other Liabilities OtherLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$45,064,642BOYAmt
EOY$44,236,918EOYAmt

Total Liabilities TotalLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$54,518,972BOYAmt
EOY$54,828,687EOYAmt
FieldValueIRS element (for citing)
Org Does Not Follow FASB117Yes (X)OrgDoesNotFollowFASB117Ind

Cap Stk Tr Prin Current Funds CapStkTrPrinCurrentFundsGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$0EOYAmt

Pd In Cap Srpls Land Bldg Eqp Fund PdInCapSrplsLandBldgEqpFundGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$0EOYAmt

Rtn Earn Endowment Incm Oth Fnds RtnEarnEndowmentIncmOthFndsGrp

FieldValueIRS element (for citing)
BOY$1,576,682,873BOYAmt
EOY$1,702,163,355EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$1,576,682,873BOYAmt
EOY$1,702,163,355EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$1,631,201,845BOYAmt
EOY$1,756,992,042EOYAmt
FieldValueIRS element (for citing)
Reconcilation Revenue Expnss$53,773,016ReconcilationRevenueExpnssAmt
Net Unrlzd Gains Losses Invst$71,707,466NetUnrlzdGainsLossesInvstAmt
Donated Services And Use Fclts$0DonatedServicesAndUseFcltsAmt
Investment Expense$0InvestmentExpenseAmt
Prior Period Adjustments$0PriorPeriodAdjustmentsAmt
Other Changes In Net Assets$0OtherChangesInNetAssetsAmt
Method Of Accounting AccrualYes (X)MethodOfAccountingAccrualInd
Accountant Compile Or ReviewYes (1)AccountantCompileOrReviewInd
FS AuditedYes (1)FSAuditedInd

FS Audited Basis FSAuditedBasisGrp

FieldValueIRS element (for citing)
Consol And Sep Basis Fincl StmtYes (X)ConsolAndSepBasisFinclStmtInd
FieldValueIRS element (for citing)
Audit CommitteeYes (1)AuditCommitteeInd
Federal Grant Audit Required0FederalGrantAuditRequiredInd

Schedule A IRS990ScheduleA

FieldValueIRS element (for citing)
Public Organization170Yes (X)PublicOrganization170Ind

Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$333,415,059CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$344,105,956CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$279,356,973CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$317,873,861CurrentTaxYearMinus1YearAmt
Current Tax Year$317,262,254CurrentTaxYearAmt
Total$1,592,014,103TotalAmt

Tax Rev Levied Orgnztnl Bnft170 TaxRevLeviedOrgnztnlBnft170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$0CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$0CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$0CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$0CurrentTaxYearMinus1YearAmt
Total$0TotalAmt

Govt Furn Srvc Fclts Vl170 GovtFurnSrvcFcltsVl170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$0CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$0CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$0CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$0CurrentTaxYearMinus1YearAmt
Total$0TotalAmt

Total Calendar Year170 TotalCalendarYear170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$333,415,059CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$344,105,956CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$279,356,973CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$317,873,861CurrentTaxYearMinus1YearAmt
Current Tax Year$317,262,254CurrentTaxYearAmt
Total$1,592,014,103TotalAmt
FieldValueIRS element (for citing)
Public Support Total170$1,592,014,103PublicSupportTotal170Amt

Gross Investment Income170 GrossInvestmentIncome170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$20,373,506CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$22,274,999CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$25,913,835CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$30,981,977CurrentTaxYearMinus1YearAmt
Current Tax Year$35,319,626CurrentTaxYearAmt
Total$134,863,943TotalAmt
FieldValueIRS element (for citing)
Total Support$1,726,878,046TotalSupportAmt
Public Support CY1700.92190PublicSupportCY170Pct
Public Support PY1700.92786PublicSupportPY170Pct
Thirty Thr Pct Suprt Tests CY170Yes (X)ThirtyThrPctSuprtTestsCY170Ind

Schedule B IRS990ScheduleB

Contributor Information ContributorInformationGrp

FieldValueIRS element (for citing)
ContributorRESTRICTEDContributorNum

Contributor Business Name ContributorBusinessName

FieldValueIRS element (for citing)
Business Name Line1RESTRICTEDBusinessNameLine1

Contributor US Address ContributorUSAddress

FieldValueIRS element (for citing)
Address Line1RESTRICTEDAddressLine1
Address Line2RESTRICTEDAddressLine2
CityRESTRICTEDCity
StateRESTRICTEDState
ZIP CodeRESTRICTEDZIPCode
FieldValueIRS element (for citing)
Total ContributionsRESTRICTEDTotalContributionsAmt

Schedule D IRS990ScheduleD

FieldValueIRS element (for citing)
Donor Advised Funds Held0DonorAdvisedFundsHeldCnt
Funds And Other Accounts Held2FundsAndOtherAccountsHeldCnt
Donor Advised Funds Contri$0DonorAdvisedFundsContriAmt
Funds And Other Accounts Contri$3,268FundsAndOtherAccountsContriAmt
Donor Advised Funds Grants$0DonorAdvisedFundsGrantsAmt
Funds And Other Accounts Grants$39,431FundsAndOtherAccountsGrantsAmt
Donor Advised Funds Vl EOY$0DonorAdvisedFundsVlEOYAmt
Funds And Other Accounts Vl EOY$1,034,501FundsAndOtherAccountsVlEOYAmt
Disclosed Org Leg CtrlYes (1)DisclosedOrgLegCtrlInd
Disclosed For Charitable PrpsYes (1)DisclosedForCharitablePrpsInd

CY Endwmt Fund CYEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$1,344,732,358BeginningYearBalanceAmt
Contributions$65,605,009ContributionsAmt
Investment Earnings Or Losses$107,036,986InvestmentEarningsOrLossesAmt
Grants Or Scholarships$0GrantsOrScholarshipsAmt
Other Expenditures$55,639,376OtherExpendituresAmt
Administrative Expenses$19,533,880AdministrativeExpensesAmt
End Year Balance$1,442,201,097EndYearBalanceAmt

CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$1,345,059,383BeginningYearBalanceAmt
Contributions$86,910,333ContributionsAmt
Investment Earnings Or Losses-$18,698,242InvestmentEarningsOrLossesAmt
Grants Or Scholarships$0GrantsOrScholarshipsAmt
Other Expenditures$49,896,284OtherExpendituresAmt
Administrative Expenses$18,642,832AdministrativeExpensesAmt
End Year Balance$1,344,732,358EndYearBalanceAmt

CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$996,177,321BeginningYearBalanceAmt
Contributions$64,712,409ContributionsAmt
Investment Earnings Or Losses$346,480,104InvestmentEarningsOrLossesAmt
Grants Or Scholarships$0GrantsOrScholarshipsAmt
Other Expenditures$46,581,032OtherExpendituresAmt
Administrative Expenses$15,729,419AdministrativeExpensesAmt
End Year Balance$1,345,059,383EndYearBalanceAmt

CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$969,428,976BeginningYearBalanceAmt
Contributions$63,970,156ContributionsAmt
Investment Earnings Or Losses$20,097,493InvestmentEarningsOrLossesAmt
Grants Or Scholarships$0GrantsOrScholarshipsAmt
Other Expenditures$43,113,477OtherExpendituresAmt
Administrative Expenses$14,205,827AdministrativeExpensesAmt
End Year Balance$996,177,321EndYearBalanceAmt

CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$958,749,667BeginningYearBalanceAmt
Contributions$43,443,167ContributionsAmt
Investment Earnings Or Losses$21,238,462InvestmentEarningsOrLossesAmt
Grants Or Scholarships$0GrantsOrScholarshipsAmt
Other Expenditures$40,096,137OtherExpendituresAmt
Administrative Expenses$13,906,183AdministrativeExpensesAmt
End Year Balance$969,428,976EndYearBalanceAmt
FieldValueIRS element (for citing)
Board Designated Balance EOY0BoardDesignatedBalanceEOYPct
Prmnnt Endowment Balance EOY0.9851PrmnntEndowmentBalanceEOYPct
Term Endowment Balance EOY0.0149TermEndowmentBalanceEOYPct
Endowments Held Unrelated OrgYes (1)EndowmentsHeldUnrelatedOrgInd
Endowments Held Related Org0EndowmentsHeldRelatedOrgInd

Land LandGrp

FieldValueIRS element (for citing)
Investment Cost Or Other Basis$0InvestmentCostOrOtherBasisAmt
Other Cost Or Other Basis$0OtherCostOrOtherBasisAmt
Book Value$0BookValueAmt

Buildings BuildingsGrp

FieldValueIRS element (for citing)
Investment Cost Or Other Basis$0InvestmentCostOrOtherBasisAmt
Other Cost Or Other Basis$3,550,000OtherCostOrOtherBasisAmt
Depreciation$0DepreciationAmt
Book Value$3,550,000BookValueAmt

Leasehold Improvements LeaseholdImprovementsGrp

FieldValueIRS element (for citing)
Investment Cost Or Other Basis$0InvestmentCostOrOtherBasisAmt
Other Cost Or Other Basis$0OtherCostOrOtherBasisAmt
Depreciation$0DepreciationAmt
Book Value$0BookValueAmt

Equipment EquipmentGrp

FieldValueIRS element (for citing)
Investment Cost Or Other Basis$0InvestmentCostOrOtherBasisAmt
Other Cost Or Other Basis$0OtherCostOrOtherBasisAmt
Depreciation$0DepreciationAmt
Book Value$0BookValueAmt

Other Land Buildings OtherLandBuildingsGrp

FieldValueIRS element (for citing)
Investment Cost Or Other Basis$0InvestmentCostOrOtherBasisAmt
Other Cost Or Other Basis$0OtherCostOrOtherBasisAmt
Depreciation$0DepreciationAmt
Book Value$0BookValueAmt
FieldValueIRS element (for citing)
Total Book Value Land Buildings$3,550,000TotalBookValueLandBuildingsAmt

Other Securities OtherSecuritiesGrp (2 entries)

DescDescBook ValueBookValueAmtMethod ValuationMethodValuationCd
Other Investment Partnerships$757,562,991F
Life Insurance Policies$1,794,810F
FieldValueIRS element (for citing)
Total Book Value Securities$759,357,801TotalBookValueSecuritiesAmt

Other Liabilities Org OtherLiabilitiesOrgGrp (4 entries)

DescDescAmtAmt
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
FieldValueIRS element (for citing)
Total Liability$44,236,918TotalLiabilityAmt
Total Rev Etc Audited Fincl Stmt$411,155,613TotalRevEtcAuditedFinclStmtAmt
Net Unrealized Gains Invst$71,707,466NetUnrealizedGainsInvstAmt
Donated Services And Use Fclts$0DonatedServicesAndUseFcltsAmt
Recoveries Prior Year Grants$0RecoveriesPriorYearGrantsAmt
Other Revenue$0OtherRevenueAmt
Revenue Not Reported$71,707,466RevenueNotReportedAmt
Revenue Subtotal$339,448,147RevenueSubtotalAmt
Investment Expenses Not Incld$14,375,534InvestmentExpensesNotIncldAmt
Other Revenues Not Included$0OtherRevenuesNotIncludedAmt
Revenue Not Reported Fincl Stmt$14,375,534RevenueNotReportedFinclStmtAmt
Total Revenue Per Form990$353,823,681TotalRevenuePerForm990Amt
Tot Expns Etc Audited Fincl Stmt$285,675,131TotExpnsEtcAuditedFinclStmtAmt
Donated Services Use Fclts$0DonatedServicesUseFcltsAmt
Prior Year Adjustments$0PriorYearAdjustmentsAmt
Losses Reported$0LossesReportedAmt
Other Expenses Included$0OtherExpensesIncludedAmt
Expenses Not Reported$0ExpensesNotReportedAmt
Expenses Subtotal$285,675,131ExpensesSubtotalAmt
Investment Expenses Not Incld2$14,375,534InvestmentExpensesNotIncld2Amt
Other Expenses Not Included$0OtherExpensesNotIncludedAmt
Expenses Not Rpt Fincl Stmt$14,375,534ExpensesNotRptFinclStmtAmt
Total Expenses Per Form990$300,050,665TotalExpensesPerForm990Amt

Supplemental Information Detail SupplementalInformationDetail (3 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
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 4Endowment funds permanently enhance The Ohio State University and its programs including but not limited to Scholarships, Research, Chairs & Professorships.
Schedule D, Part VI, Line 1bThe Foundation was gifted an office building which is being held for sale.

Schedule M IRS990ScheduleM

Works Of Art WorksOfArtGrp

FieldValueIRS element (for citing)
Non Cash CheckboxYes (X)NonCashCheckboxInd
Contribution19ContributionCnt
Noncash Contributions Rpt F990$0NoncashContributionsRptF990Amt
Method Of Determining Revenuesn/aMethodOfDeterminingRevenuesTxt

Books And Publications BooksAndPublicationsGrp

FieldValueIRS element (for citing)
Non Cash CheckboxYes (X)NonCashCheckboxInd
Noncash Contributions Rpt F990$0NoncashContributionsRptF990Amt
Method Of Determining Revenuesn/aMethodOfDeterminingRevenuesTxt

Clothing And Household Goods ClothingAndHouseholdGoodsGrp

FieldValueIRS element (for citing)
Non Cash CheckboxYes (X)NonCashCheckboxInd
Noncash Contributions Rpt F990$0NoncashContributionsRptF990Amt
Method Of Determining Revenuesn/aMethodOfDeterminingRevenuesTxt

Cars And Other Vehicles CarsAndOtherVehiclesGrp

FieldValueIRS element (for citing)
Non Cash CheckboxYes (X)NonCashCheckboxInd
Contribution1ContributionCnt
Noncash Contributions Rpt F990$0NoncashContributionsRptF990Amt
Method Of Determining Revenuesn/aMethodOfDeterminingRevenuesTxt

Securities Publicly Traded SecuritiesPubliclyTradedGrp

FieldValueIRS element (for citing)
Non Cash CheckboxYes (X)NonCashCheckboxInd
Contribution404ContributionCnt
Noncash Contributions Rpt F990$18,602,765NoncashContributionsRptF990Amt
Method Of Determining Revenuesaverage high/lowMethodOfDeterminingRevenuesTxt

Real Estate Commercial RealEstateCommercialGrp

FieldValueIRS element (for citing)
Non Cash CheckboxYes (X)NonCashCheckboxInd
Contribution1ContributionCnt
Noncash Contributions Rpt F990$3,550,000NoncashContributionsRptF990Amt
Method Of Determining RevenuesappraisalMethodOfDeterminingRevenuesTxt

Collectibles CollectiblesGrp

FieldValueIRS element (for citing)
Non Cash CheckboxYes (X)NonCashCheckboxInd
Contribution39ContributionCnt
Noncash Contributions Rpt F990$0NoncashContributionsRptF990Amt
Method Of Determining Revenuesn/aMethodOfDeterminingRevenuesTxt

Food Inventory FoodInventoryGrp

FieldValueIRS element (for citing)
Non Cash CheckboxYes (X)NonCashCheckboxInd
Contribution27ContributionCnt
Noncash Contributions Rpt F990$0NoncashContributionsRptF990Amt
Method Of Determining Revenuesn/aMethodOfDeterminingRevenuesTxt

Scientific Specimens ScientificSpecimensGrp

FieldValueIRS element (for citing)
Non Cash CheckboxYes (X)NonCashCheckboxInd
Contribution1ContributionCnt
Noncash Contributions Rpt F990$0NoncashContributionsRptF990Amt
Method Of Determining Revenuesn/aMethodOfDeterminingRevenuesTxt

Other Non Cash Contri Table OtherNonCashContriTableGrp (6 entries)

Non Cash CheckboxNonCashCheckboxIndDescDescContributionContributionCntNoncash Contributions Rpt F990NoncashContributionsRptF990AmtMethod Of Determining RevenuesMethodOfDeterminingRevenuesTxt
Yes (X)Equipment and Supplies62$0n/a
Yes (X)Flowers & Plants10$0n/a
Yes (X)Gift Cards/Certificates20$0n/a
Yes (X)Livestock & Agricultural Items12$0n/a
Yes (X)Passes/Tickets12$0n/a
Yes (X)Miscellaneous13$0n/a
FieldValueIRS element (for citing)
Form8283 Received8Form8283ReceivedCnt
Any Property That Must Be Held0AnyPropertyThatMustBeHeldInd
Review Process Unusual NC GiftsYes (1)ReviewProcessUnusualNCGiftsInd
Third Parties UsedYes (1)ThirdPartiesUsedInd

Supplemental Information Detail SupplementalInformationDetail (2 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
Schedule M, Part I, Line 32bThe 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 33Per 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 ReferenceFormAndLineReferenceDescExplanationExplanationTxt
Form 990, Part IV, Line 29Non-cash contributions are donated to The Ohio State University for its use in exempt purposes.
Form 990, Part IV, Line 30Non-cash contributions are donated to The Ohio State University for its use in exempt purposes.
Form 990, Part IV, Line 34As 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 3bThe organization files an annual Form 990T whether or not there is unrelated business income to report.
Form 990, Part VI, Section B, Line 11bBefore 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 12cBoard 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 15The 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 19The governing documents, conflict of interest policy and financial statements are available upon request.

Schedule R IRS990ScheduleR

Id Disregarded Entities IdDisregardedEntitiesGrp

Disregarded Entity Name DisregardedEntityName

FieldValueIRS element (for citing)
Business Name Line1Clifton Holdings LLCBusinessNameLine1Txt

US Address USAddress

FieldValueIRS element (for citing)
Address Line1150 E Broad StreetAddressLine1Txt
CityColumbusCityNm
State AbbreviationOHStateAbbreviationCd
ZIP43215ZIPCd
FieldValueIRS element (for citing)
EIN311145986EIN
Primary ActivitiesPrevious owner of real property located in Bexley, OhioPrimaryActivitiesTxt
Legal Domicile StateOHLegalDomicileStateCd
Total Income$0TotalIncomeAmt
End Of Year Assets$0EndOfYearAssetsAmt
Direct Controlling NAN/ADirectControllingNACd

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