OHIO UNIVERSITY FOUNDATION: Form 990, tax year 2023

View the entire original 990 at ProPublica ↗

Organization: OHIO UNIVERSITY FOUNDATION (EIN 31-6402269)
Tax period: 2023-07-01 to 2024-06-30
Filed: 2025-04-17
IRS object ID: 202521079349301117
Schema version: 2023v6.0
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
Form 990
Schedule A
Schedule B
Schedule D
Schedule F
Schedule G
Schedule I
Schedule J
Schedule L
Schedule M
Schedule O
Schedule R

Return header ReturnHeader

Field	Value	IRS element (for citing)
Return	2025-04-17T13:43:10+00:00	ReturnTs
Tax Period End	2024-06-30	TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

Field	Value	IRS element (for citing)
Preparer Firm EIN	350921680	PreparerFirmEIN

Preparer Firm Name PreparerFirmName

Field	Value	IRS element (for citing)
Business Name Line1	CROWE LLP	BusinessNameLine1Txt

Preparer US Address PreparerUSAddress

Field	Value	IRS element (for citing)
Address Line1	231 S Bemiston Ave Suite 800	AddressLine1Txt
City	Clayton	CityNm
State Abbreviation	MO	StateAbbreviationCd
ZIP	63105	ZIPCd

Field	Value	IRS element (for citing)
Return Type	990	ReturnTypeCd
Tax Period Begin	2023-07-01	TaxPeriodBeginDt

Filer Filer

Field	Value	IRS element (for citing)
EIN	316402269	EIN

Business Name BusinessName

Field	Value	IRS element (for citing)
Business Name Line1	The Ohio University Foundation	BusinessNameLine1Txt

Field	Value	IRS element (for citing)
Business Name Control	OHIO	BusinessNameControlTxt
Phone	7405931901	PhoneNum

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	PO Box 869	AddressLine1Txt
City	Athens	CityNm
State Abbreviation	OH	StateAbbreviationCd
ZIP	45701	ZIPCd

Business Officer BusinessOfficerGrp

Field	Value	IRS element (for citing)
Person	Candice Casto	PersonNm
Person Title	Treasurer & CFO	PersonTitleTxt
Signature	2025-04-17	SignatureDt
Discuss With Paid Preparer	Yes (true)	DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

Field	Value	IRS element (for citing)
Preparer Person	Steve Lenivy	PreparerPersonNm
PTIN	P01635350	PTIN
Phone	3148022000	PhoneNum
Preparation	2025-04-17	PreparationDt

Field	Value	IRS element (for citing)
Tax	2023	TaxYr
Build TS	2025-03-06 01:10:19Z	BuildTS

Form 990 IRS990

Principal Ofcr Business Name PrincipalOfcrBusinessName

Field	Value	IRS element (for citing)
Business Name Line1	Lyn Redington	BusinessNameLine1Txt

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	PO Box 869	AddressLine1Txt
City	Athens	CityNm
State Abbreviation	OH	StateAbbreviationCd
ZIP	45701	ZIPCd

Field	Value	IRS element (for citing)
Gross Receipts	$208,701,767	GrossReceiptsAmt
Group Return For Affiliates	false	GroupReturnForAffiliatesInd
Organization501c3	Yes (X)	Organization501c3Ind
Website Address	www.ohio.edu/foundation	WebsiteAddressTxt
Type Of Organization Corp	Yes (X)	TypeOfOrganizationCorpInd
Formation	1945	FormationYr
Legal Domicile State	OH	LegalDomicileStateCd
Activity Or Mission	The Ohio University Foundation is an active partner in Ohio University's mission of education, research, and service. The Foundation provides support for financial aid, research, capital expansion, and other academic initiatives, securing for Ohio University a margin of excellence that otherwise would not be possible.	ActivityOrMissionDesc
Voting Members Governing Body	38	VotingMembersGoverningBodyCnt
Voting Members Independent	34	VotingMembersIndependentCnt
Total Employee	106	TotalEmployeeCnt
Total Volunteers	591	TotalVolunteersCnt
Total Gross UBI	-$1,280,082	TotalGrossUBIAmt
Net Unrelated Bus Txbl Incm	$0	NetUnrelatedBusTxblIncmAmt
PY Contributions Grants	$76,513,014	PYContributionsGrantsAmt
CY Contributions Grants	$42,126,120	CYContributionsGrantsAmt
CY Program Service Revenue	$0	CYProgramServiceRevenueAmt
PY Investment Income	$8,029,705	PYInvestmentIncomeAmt
CY Investment Income	$27,687,092	CYInvestmentIncomeAmt
PY Other Revenue	$576,434	PYOtherRevenueAmt
CY Other Revenue	-$93,614	CYOtherRevenueAmt
PY Total Revenue	$85,119,153	PYTotalRevenueAmt
CY Total Revenue	$69,719,598	CYTotalRevenueAmt
PY Grants And Similar Paid	$33,249,286	PYGrantsAndSimilarPaidAmt
CY Grants And Similar Paid	$38,255,455	CYGrantsAndSimilarPaidAmt
CY Benefits Paid To Members	$0	CYBenefitsPaidToMembersAmt
PY Salaries Comp Emp Bnft Paid	$10,571,080	PYSalariesCompEmpBnftPaidAmt
CY Salaries Comp Emp Bnft Paid	$10,242,029	CYSalariesCompEmpBnftPaidAmt
PY Total Prof Fndrsng Expns	$313,927	PYTotalProfFndrsngExpnsAmt
CY Total Prof Fndrsng Expns	$482,164	CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense	$8,423,700	CYTotalFundraisingExpenseAmt
PY Other Expenses	$7,102,722	PYOtherExpensesAmt
CY Other Expenses	$7,213,110	CYOtherExpensesAmt
PY Total Expenses	$51,237,015	PYTotalExpensesAmt
CY Total Expenses	$56,192,758	CYTotalExpensesAmt
PY Revenues Less Expenses	$33,882,138	PYRevenuesLessExpensesAmt
CY Revenues Less Expenses	$13,526,840	CYRevenuesLessExpensesAmt
Total Assets BOY	$725,272,249	TotalAssetsBOYAmt
Total Assets EOY	$792,735,359	TotalAssetsEOYAmt
Total Liabilities BOY	$7,557,924	TotalLiabilitiesBOYAmt
Total Liabilities EOY	$6,868,075	TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY	$717,714,325	NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY	$785,867,284	NetAssetsOrFundBalancesEOYAmt
Mission	The Ohio University Foundation was established in 1945 to support the mission of Ohio University, the first institution of higher education in the Northwest Territory. Ohio University holds as its central purpose the intellectual and personal development of its students and is well known for its outstanding faculty of accomplished teachers whose research and creative activity advance knowledge across many disciplines. During fiscal year 2024, The Ohio University Foundation received thousands of gifts totaling more than $38 million.	MissionDesc
Significant New Program Srvc	false	SignificantNewProgramSrvcInd
Significant Change	false	SignificantChangeInd
Expense	$41,660,410	ExpenseAmt
Grant	$38,255,455	GrantAmt
Revenue	$487,178	RevenueAmt
Desc	The Ohio University Foundation provides funding for many university needs including academic and instructional support, student aid, research, facilities, athletics, and other academic initiatives. During fiscal year 2024, The Ohio University Foundation provided $14.9 million in support for instruction and research, $11.3 million in student aid, and $11.9 million in support of other academic initiatives. Ohio's premier scholarship programs include The Appalachian Scholar Program, The Urban Scholars Program, The Cutler Scholars Program, and many more need-based and merit-based scholarships. Significant gifts were received during fiscal year 2024 for the colleges of communication, engineering, fine arts, and medicine, as well as for student financial aid, the Marching 110, university libraries, and many other areas.	Desc
Total Program Service Expenses	$41,660,410	TotalProgramServiceExpensesAmt
Described In Section501c3	Yes (true)	DescribedInSection501c3Ind
Schedule B Required	Yes (true)	ScheduleBRequiredInd
Political Campaign Acty	false	PoliticalCampaignActyInd
Lobbying Activities	false	LobbyingActivitiesInd
Donor Advised Fund	false	DonorAdvisedFundInd
Conservation Easements	false	ConservationEasementsInd
Collections Of Art	Yes (true)	CollectionsOfArtInd
Credit Counseling	Yes (true)	CreditCounselingInd
Donor Rstr Or Quasi Endowments	Yes (true)	DonorRstrOrQuasiEndowmentsInd
Report Land Building Equipment	Yes (true)	ReportLandBuildingEquipmentInd
Report Investments Other Sec	Yes (true)	ReportInvestmentsOtherSecInd
Report Program Related Invst	false	ReportProgramRelatedInvstInd
Report Other Assets	false	ReportOtherAssetsInd
Report Other Liabilities	Yes (true)	ReportOtherLiabilitiesInd
Include FIN48 Footnote	Yes (true)	IncludeFIN48FootnoteInd
Independent Audit Fincl Stmt	false	IndependentAuditFinclStmtInd
Consolidated Audit Fincl Stmt	Yes (true)	ConsolidatedAuditFinclStmtInd
School Operating	false	SchoolOperatingInd
Foreign Office	false	ForeignOfficeInd
Foreign Activities	Yes (true)	ForeignActivitiesInd
More Than5000 K To Org	false	MoreThan5000KToOrgInd
More Than5000 K To Individuals	false	MoreThan5000KToIndividualsInd
Professional Fundraising	Yes (true)	ProfessionalFundraisingInd
Fundraising Activities	Yes (true)	FundraisingActivitiesInd
Gaming Activities	false	GamingActivitiesInd
Operate Hospital	false	OperateHospitalInd
Grants To Organizations	Yes (true)	GrantsToOrganizationsInd
Grants To Individuals	false	GrantsToIndividualsInd
Schedule J Required	Yes (true)	ScheduleJRequiredInd
Tax Exempt Bonds	false	TaxExemptBondsInd
Engaged In Excess Benefit Trans	false	EngagedInExcessBenefitTransInd
PY Excess Benefit Trans	false	PYExcessBenefitTransInd
Loan Outstanding	false	LoanOutstandingInd
Grant To Related Person	Yes (true)	GrantToRelatedPersonInd
Business Rln With Org Mem	false	BusinessRlnWithOrgMemInd
Business Rln With Fam Mem	false	BusinessRlnWithFamMemInd
Business Rln With35 Ctrl Ent	false	BusinessRlnWith35CtrlEntInd
Deductible Non Cash Contri	Yes (true)	DeductibleNonCashContriInd
Deductible Art Contribution	Yes (true)	DeductibleArtContributionInd
Terminate Operations	false	TerminateOperationsInd
Partial Liquidation	false	PartialLiquidationInd
Disregarded Entity	Yes (true)	DisregardedEntityInd
Related Entity	Yes (true)	RelatedEntityInd
Related Organization Ctrl Ent	Yes (true)	RelatedOrganizationCtrlEntInd
Transaction With Control Ent	Yes (true)	TransactionWithControlEntInd
Trnsfr Exmpt Non Chrtbl Rltd Org	false	TrnsfrExmptNonChrtblRltdOrgInd
Activities Conducted Prtshp	false	ActivitiesConductedPrtshpInd
Schedule O Required	Yes (true)	ScheduleORequiredInd
Info In Schedule O Part V	Yes (X)	InfoInScheduleOPartVInd
IRP Document	158	IRPDocumentCnt
IRP Document W2 G	0	IRPDocumentW2GCnt
Backup Wthld Compliance	Yes (true)	BackupWthldComplianceInd
Employee	106	EmployeeCnt
Employment Tax Returns Filed	Yes (true)	EmploymentTaxReturnsFiledInd
Unrelated Bus Incm Over Limit	Yes (true)	UnrelatedBusIncmOverLimitInd
Form990 T Filed	Yes (true)	Form990TFiledInd
Foreign Financial Account	false	ForeignFinancialAccountInd
Prohibited Tax Shelter Trans	false	ProhibitedTaxShelterTransInd
Taxable Party Notification	false	TaxablePartyNotificationInd
Nondeductible Contributions	false	NondeductibleContributionsInd
Quid Pro Quo Contributions	Yes (true)	QuidProQuoContributionsInd
Quid Pro Quo Contri Discl	Yes (true)	QuidProQuoContriDisclInd
Form8282 Property Disposed Of	false	Form8282PropertyDisposedOfInd
Rcv Fnds To Pay Prsnl Bnft Cntrct	false	RcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft Cntrct	false	PayPremiumsPrsnlBnftCntrctInd
Indoor Tanning Services	false	IndoorTanningServicesInd
Subj To Tax Rmnrtn Ex Prcht Pymt	false	SubjToTaxRmnrtnExPrchtPymtInd
Subject To Excs Tax Net Invst Inc	false	SubjectToExcsTaxNetInvstIncInd
Info In Schedule O Part VI	Yes (X)	InfoInScheduleOPartVIInd
Governing Body Voting Members	38	GoverningBodyVotingMembersCnt
Independent Voting Member	34	IndependentVotingMemberCnt
Family Or Business Rln	false	FamilyOrBusinessRlnInd
Delegation Of Mgmt Duties	false	DelegationOfMgmtDutiesInd
Change To Org Documents	Yes (true)	ChangeToOrgDocumentsInd
Material Diversion Or Misuse	false	MaterialDiversionOrMisuseInd
Members Or Stockholders	false	MembersOrStockholdersInd
Election Of Board Members	false	ElectionOfBoardMembersInd
Decisions Subject To Approva	false	DecisionsSubjectToApprovaInd
Minutes Of Governing Body	Yes (true)	MinutesOfGoverningBodyInd
Minutes Of Committees	Yes (true)	MinutesOfCommitteesInd
Officer Mailing Address	false	OfficerMailingAddressInd
Local Chapters	Yes (true)	LocalChaptersInd
Policies Reference Chapters	Yes (true)	PoliciesReferenceChaptersInd
Form990 Provided To Gvrn Body	Yes (true)	Form990ProvidedToGvrnBodyInd
Conflict Of Interest Policy	Yes (true)	ConflictOfInterestPolicyInd
Annual Disclosure Covered Prsn	Yes (true)	AnnualDisclosureCoveredPrsnInd
Regular Monitoring Enfrc	Yes (true)	RegularMonitoringEnfrcInd
Whistleblower Policy	Yes (true)	WhistleblowerPolicyInd
Document Retention Policy	Yes (true)	DocumentRetentionPolicyInd
Compensation Process CEO	false	CompensationProcessCEOInd
Compensation Process Other	false	CompensationProcessOtherInd
Investment In Joint Venture	Yes (true)	InvestmentInJointVentureInd
Written Policy Or Procedure	Yes (true)	WrittenPolicyOrProcedureInd
States Where Copy Of Return Is Fld	CA	StatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is Fld	FL	StatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is Fld	HI	StatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is Fld	IL	StatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is Fld	KY	StatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is Fld	MD	StatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is Fld	MA	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	MS	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	OH	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
States Where Copy Of Return Is Fld	WI	StatesWhereCopyOfReturnIsFldCd
Upon Request	Yes (X)	UponRequestInd

Books In Care Of Detail BooksInCareOfDetail

Business Name BusinessName

Field	Value	IRS element (for citing)
Business Name Line1	Candice Casto	BusinessNameLine1Txt

Field	Value	IRS element (for citing)
Phone	7405931901	PhoneNum

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	Ohio University	AddressLine1Txt
City	Athens	CityNm
State Abbreviation	OH	StateAbbreviationCd
ZIP	457012979	ZIPCd

Form990 Part VII Section A Form990PartVIISectionAGrp (55 entries)

TitleTitleTxt	Average Hours Per WeekAverageHoursPerWeekRt	Average Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRt	Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd	OfficerOfficerInd	Reportable Comp From OrgReportableCompFromOrgAmt	Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt	Other CompensationOtherCompensationAmt	Key EmployeeKeyEmployeeInd	Highest Compensated EmployeeHighestCompensatedEmployeeInd	Former Ofcr Director TrusteeFormerOfcrDirectorTrusteeInd
Candice Casto
Treasurer & CFO	36.0	4.0	Yes (X)	Yes (X)	$198,344	$0	$72,614
I Robert Rudy
Vice Chair	4.0		Yes (X)	Yes (X)	$0	$0	$0
Lyn Redington
President & CEO (begin FEB 24)	6.0	34.0	Yes (X)	Yes (X)	$0	$294,081	$58,324
Nico Karagosian
President & CEO (until FEB 24)	38.0	2.0	Yes (X)	Yes (X)	$415,999	$0	$81,082
Sandra Anderson
Chair	5.0		Yes (X)	Yes (X)	$0	$0	$0
Stephen Muck
Vice Chair	4.0		Yes (X)	Yes (X)	$0	$0	$0
Susan Weiss Mulgrew
Secretary	4.0		Yes (X)	Yes (X)	$0	$0	$0
Ann Gabriel
Trustee	1.0		Yes (X)		$0	$0	$0
Ann Wagner Hill
Trustee	2.0		Yes (X)		$0	$0	$0
Bill Brand
Trustee	6.0		Yes (X)		$0	$0	$0
Casey Christopher
Trustee	1.0		Yes (X)		$0	$0	$0
Charles Ciuni
Trustee	5.0		Yes (X)		$0	$0	$0
Cynthia Calhoun
Trustee	1.0		Yes (X)		$0	$0	$0
Daryl Sybert
Trustee (until APR 2024)	1.0		Yes (X)		$0	$0	$0
David Abram
Trustee	5.0		Yes (X)		$0	$0	$0
David Levy
Trustee	3.0		Yes (X)		$0	$0	$0
David Wolfort
Trustee	2.0		Yes (X)		$0	$0	$0
Dennis Minichello
Trustee	1.0		Yes (X)		$0	$0	$0
Diane Smullen
Trustee	1.0		Yes (X)		$0	$0	$0
Donald Harrison Jr
Trustee	1.0		Yes (X)		$0	$0	$0
Edward Chow
Trustee	2.0		Yes (X)		$0	$0	$0
Gregory Hill
Trustee	2.0		Yes (X)		$0	$0	$0
Gregory Moore
Trustee	1.0		Yes (X)		$0	$0	$0
Jacqueline Reau
Trustee	2.0		Yes (X)		$0	$0	$0
Jeffrey Loewy
Trustee	1.0		Yes (X)		$0	$0	$0
Jeffrey Wright
Trustee	1.0		Yes (X)		$0	$0	$0
John Day
Trustee and University's VP Finance & Admin (beg NOV 23)	1.0	39.0	Yes (X)		$0	$183,979	$57,697
Lori Stewart Gonzalez
Trustee and University President	3.0	37.0	Yes (X)		$0	$362,858	$44,847
Mark Arnold
Trustee	6.0		Yes (X)		$0	$0	$0
Mark Heil
Trustee and University's VP Finance & Admin (until NOV 23)	1.0	39.0	Yes (X)		$0	$362,689	$68,286
Melissa Wervey Arnold
Trustee	1.0		Yes (X)		$0	$0	$0
Paul Gydosh
Trustee	3.0		Yes (X)		$0	$0	$0
Paul Stewart
Trustee (beg JAN 2024)	1.0		Yes (X)		$0	$0	$0
Phyllis Kohler
Trustee	3.0		Yes (X)		$0	$0	$0
R Scott Durcanin
Trustee	1.0		Yes (X)		$0	$0	$0
Robert Wolfinger
Trustee	7.0		Yes (X)		$0	$0	$0
Robin Smith
Trustee	2.0		Yes (X)		$0	$0	$0
Thomas Anderson
Trustee	1.0		Yes (X)		$0	$0	$0
Timothy Busch
Trustee	5.0		Yes (X)		$0	$0	$0
William Ball
Trustee	2.0		Yes (X)		$0	$0	$0
William Hilyard
Trustee	2.0		Yes (X)		$0	$0	$0
Elizabeth Sayrs
Provost	4.0	36.0			$0	$374,554	$59,697	Yes (X)
Jennifer Bowie
Associate VP of Alumni Relations & Annual Giving and Exec Dir of OUAA	40.0				$177,283	$0	$24,532	Yes (X)
Maj Mirmirani
Dean, Russ College of Engineering and Technology (until JUL 2023)	4.0	36.0			$0	$201,197	$18,580	Yes (X)
Major Alston
Senior Associate VP Advancement and Campaign Director	38.0	2.0			$210,124	$0	$73,113	Yes (X)
Patrick Fox
Dean, Russ College of Engineering and Technology (Beg JUL 2023)	4.0	36.0			$0	$187,530	$35,421	Yes (X)
David Gaume
Chief Investment Officer	36.0	4.0			$359,736	$0	$78,230		Yes (X)
Dawn Tabata
Senior Advisor, Principal Prospects & Donor Strategy	40.0				$135,483	$0	$18,688		Yes (X)
Joseph Pauwels
Associate VP, Advancement Svcs and Deputy Campaign Director	40.0				$143,256	$0	$65,884		Yes (X)
Kelli Kotowski
Assistant Vice President, Gift Planning	40.0				$155,842	$0	$37,280		Yes (X)
Teri Gartland
Assistant Vice President, Major Giving	38.0	2.0			$159,383	$0	$46,908		Yes (X)
Chaden Djalali
Former Provost	0.0	40.0			$0	$220,406	$69,933			Yes (X)
Hugh Sherman
Former Trustee and Former University President	0.0	40.0			$0	$426,988	$58,271			Yes (X)
M Duane Nellis
Former Trustee and Former University President	0.0	40.0			$0	$270,284	$62,976			Yes (X)
Mei Wei
Former Dean, Russ College of Engineering and Technology	0.0	40.0			$0	$122,651	$33,265			Yes (X)

Field	Value	IRS element (for citing)
Total Reportable Comp From Org	$1,955,450	TotalReportableCompFromOrgAmt
Tot Reportable Comp Rltd Org	$3,007,217	TotReportableCompRltdOrgAmt
Total Other Compensation	$1,065,628	TotalOtherCompensationAmt
Indiv Rcvd Greater Than100 K	18	IndivRcvdGreaterThan100KCnt
Former Ofcr Employees Listed	Yes (true)	FormerOfcrEmployeesListedInd
Total Comp Greater Than150 K	Yes (true)	TotalCompGreaterThan150KInd
Compensation From Other Srcs	false	CompensationFromOtherSrcsInd

Contractor Compensation ContractorCompensationGrp (5 entries)

Address Line1ContractorAddress/USAddress/AddressLine1Txt	CityContractorAddress/USAddress/CityNm	State AbbreviationContractorAddress/USAddress/StateAbbreviationCd	ZIPContractorAddress/USAddress/ZIPCd	ServicesServicesDesc	CompensationCompensationAmt	Address Line1ContractorAddress/ForeignAddress/AddressLine1Txt	Address Line2ContractorAddress/ForeignAddress/AddressLine2Txt	CityContractorAddress/ForeignAddress/CityNm	CountryContractorAddress/ForeignAddress/CountryCd	Foreign PostalContractorAddress/ForeignAddress/ForeignPostalCd
Ruffalo Noel Levitz LLC
5249 North Park Place NE	Cedar Rapids	IA	52402	Fundraising	$408,373
Silchester International Investors LLP
				Investment Management	$363,241	Time Life Building	1 Bruton Street	London	UK	W1J6TL
Hirtle Callaghan & Co
300 Barr Harbor Dr	West Conshohocken	PA	19428	Investment Management	$258,733
Fund Evaluation Group LLC
201 E Fifth St	Cincinnati	OH	45202	Investment Consultant	$244,530
Beach Point Capital Management
1620 26th Street	Santa Monica	CA	90404	Investment Management	$242,363

Field	Value	IRS element (for citing)
Cntrct Rcvd Greater Than100 K	17	CntrctRcvdGreaterThan100KCnt
Federated Campaigns	$0	FederatedCampaignsAmt
Membership Dues	$0	MembershipDuesAmt
Fundraising	$40,470	FundraisingAmt
Related Organizations	$2,913,292	RelatedOrganizationsAmt
Government Grants	$0	GovernmentGrantsAmt
All Other Contributions	$39,172,358	AllOtherContributionsAmt
Noncash Contributions	$9,836,467	NoncashContributionsAmt
Total Contributions	$42,126,120	TotalContributionsAmt

Total Oth Program Service Rev TotalOthProgramServiceRevGrp

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

Field	Value	IRS element (for citing)
Total Program Service Revenue	$0	TotalProgramServiceRevenueAmt

Investment Income InvestmentIncomeGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$12,941,952	TotalRevenueColumnAmt
Unrelated Business Revenue	-$1,280,082	UnrelatedBusinessRevenueAmt
Exclusion	$14,222,034	ExclusionAmt

Gross Rents GrossRentsGrp

Field	Value	IRS element (for citing)
Real	$408,497	RealAmt

Less Rental Expenses LessRentalExpensesGrp

Field	Value	IRS element (for citing)
Real	$838,826	RealAmt

Rental Income Or Loss RentalIncomeOrLossGrp

Field	Value	IRS element (for citing)
Real	-$430,329	RealAmt
Personal	$0	PersonalAmt

Net Rental Income Or Loss NetRentalIncomeOrLossGrp

Field	Value	IRS element (for citing)
Total Revenue Column	-$430,329	TotalRevenueColumnAmt
Exclusion	-$430,329	ExclusionAmt

Gross Amount Sales Assets GrossAmountSalesAssetsGrp

Field	Value	IRS element (for citing)
Securities	$148,311,462	SecuritiesAmt
Other	$4,500,000	OtherAmt

Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp

Field	Value	IRS element (for citing)
Securities	$134,902,121	SecuritiesAmt
Other	$3,164,201	OtherAmt

Gain Or Loss GainOrLossGrp

Field	Value	IRS element (for citing)
Securities	$13,409,341	SecuritiesAmt
Other	$1,335,799	OtherAmt

Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$14,745,140	TotalRevenueColumnAmt
Exclusion	$14,745,140	ExclusionAmt

Field	Value	IRS element (for citing)
Fundraising Gross Income	$48,889	FundraisingGrossIncomeAmt
Contri Rpt Fundraising Event	$40,470	ContriRptFundraisingEventAmt
Fundraising Direct Expenses	$47,900	FundraisingDirectExpensesAmt

Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$989	TotalRevenueColumnAmt
Exclusion	$989	ExclusionAmt

Field	Value	IRS element (for citing)
Gross Sales Of Inventory	$51,427	GrossSalesOfInventoryAmt
Cost Of Goods Sold	$29,121	CostOfGoodsSoldAmt

Net Income Or Loss NetIncomeOrLossGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$22,306	TotalRevenueColumnAmt
Exclusion	$22,306	ExclusionAmt

Other Revenue Misc OtherRevenueMiscGrp (3 entries)

DescDesc	BusinessBusinessCd	Total Revenue ColumnTotalRevenueColumnAmt	Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt	Unrelated Business RevenueUnrelatedBusinessRevenueAmt	ExclusionExclusionAmt
Revenues from sales, services, and events	453220	$277,916	$277,916	$0	$0
Life Insurance Proceeds	525190	$162,033	$162,033	$0	$0
Miscellaneous Revenue	900099	$47,229	$47,229

Miscellaneous Revenue MiscellaneousRevenueGrp

Field	Value	IRS element (for citing)
Total Revenue Column	-$173,758	TotalRevenueColumnAmt
Related Or Exempt Func Income	$0	RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue	$0	UnrelatedBusinessRevenueAmt
Exclusion	-$173,758	ExclusionAmt

Field	Value	IRS element (for citing)
Other Revenue Total	$313,420	OtherRevenueTotalAmt

Total Revenue TotalRevenueGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$69,719,598	TotalRevenueColumnAmt
Related Or Exempt Func Income	$487,178	RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue	-$1,280,082	UnrelatedBusinessRevenueAmt
Exclusion	$28,386,382	ExclusionAmt

Grants To Domestic Orgs GrantsToDomesticOrgsGrp

Field	Value	IRS element (for citing)
Total	$38,255,455	TotalAmt
Program Services	$38,255,455	ProgramServicesAmt

Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp

Field	Value	IRS element (for citing)
Total	$1,446,277	TotalAmt
Program Services	$351,194	ProgramServicesAmt
Management And General	$475,732	ManagementAndGeneralAmt
Fundraising	$619,351	FundraisingAmt

Other Salaries And Wages OtherSalariesAndWagesGrp

Field	Value	IRS element (for citing)
Total	$6,984,133	TotalAmt
Program Services	$1,278,241	ProgramServicesAmt
Management And General	$982,654	ManagementAndGeneralAmt
Fundraising	$4,723,238	FundraisingAmt

Pension Plan Contributions PensionPlanContributionsGrp

Field	Value	IRS element (for citing)
Total	$653,312	TotalAmt
Program Services	$110,442	ProgramServicesAmt
Management And General	$136,521	ManagementAndGeneralAmt
Fundraising	$406,349	FundraisingAmt

Other Employee Benefits OtherEmployeeBenefitsGrp

Field	Value	IRS element (for citing)
Total	$1,061,899	TotalAmt
Program Services	$204,436	ProgramServicesAmt
Management And General	$212,794	ManagementAndGeneralAmt
Fundraising	$644,669	FundraisingAmt

Payroll Taxes PayrollTaxesGrp

Field	Value	IRS element (for citing)
Total	$96,408	TotalAmt
Program Services	$16,108	ProgramServicesAmt
Management And General	$20,942	ManagementAndGeneralAmt
Fundraising	$59,358	FundraisingAmt

Fees For Services Legal FeesForServicesLegalGrp

Field	Value	IRS element (for citing)
Total	$32,755	TotalAmt
Management And General	$32,755	ManagementAndGeneralAmt

Fees For Services Accounting FeesForServicesAccountingGrp

Field	Value	IRS element (for citing)
Total	$128,953	TotalAmt
Management And General	$128,953	ManagementAndGeneralAmt

Fees For Services Prof Fundraising FeesForServicesProfFundraising

Field	Value	IRS element (for citing)
Total	$482,164	TotalAmt
Fundraising	$482,164	FundraisingAmt

Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp

Field	Value	IRS element (for citing)
Total	$3,521,308	TotalAmt
Management And General	$3,521,308	ManagementAndGeneralAmt

Fees For Services Other FeesForServicesOtherGrp

Field	Value	IRS element (for citing)
Total	$271,231	TotalAmt
Program Services	$123,259	ProgramServicesAmt
Management And General	$123,216	ManagementAndGeneralAmt
Fundraising	$24,756	FundraisingAmt

Advertising AdvertisingGrp

Field	Value	IRS element (for citing)
Total	$233,091	TotalAmt
Program Services	$183,782	ProgramServicesAmt
Management And General	$6,712	ManagementAndGeneralAmt
Fundraising	$42,597	FundraisingAmt

Office Expenses OfficeExpensesGrp

Field	Value	IRS element (for citing)
Total	$551,740	TotalAmt
Program Services	$316,133	ProgramServicesAmt
Management And General	$52,937	ManagementAndGeneralAmt
Fundraising	$182,670	FundraisingAmt

Information Technology InformationTechnologyGrp

Field	Value	IRS element (for citing)
Total	$763,366	TotalAmt
Program Services	$79,052	ProgramServicesAmt
Management And General	$164,921	ManagementAndGeneralAmt
Fundraising	$519,393	FundraisingAmt

Occupancy OccupancyGrp

Field	Value	IRS element (for citing)
Total	$91,756	TotalAmt
Program Services	$70,841	ProgramServicesAmt
Management And General	$17,427	ManagementAndGeneralAmt
Fundraising	$3,488	FundraisingAmt

Travel TravelGrp

Field	Value	IRS element (for citing)
Total	$599,403	TotalAmt
Program Services	$177,516	ProgramServicesAmt
Management And General	$53,301	ManagementAndGeneralAmt
Fundraising	$368,586	FundraisingAmt

Conferences Meetings ConferencesMeetingsGrp

Field	Value	IRS element (for citing)
Total	$901,602	TotalAmt
Program Services	$478,304	ProgramServicesAmt
Management And General	$128,448	ManagementAndGeneralAmt
Fundraising	$294,850	FundraisingAmt

Insurance InsuranceGrp

Field	Value	IRS element (for citing)
Total	$14,872	TotalAmt
Fundraising	$14,872	FundraisingAmt

Other Expenses OtherExpensesGrp (2 entries)

DescDesc	TotalTotalAmt	Program ServicesProgramServicesAmt	Management And GeneralManagementAndGeneralAmt	FundraisingFundraisingAmt
All other expenses	$95,774	$14,267	$48,560	$32,947
Repairs and Maintenance	$7,259	$1,380	$1,467	$4,412

All Other Expenses AllOtherExpensesGrp

Field	Value	IRS element (for citing)
Total	$0	TotalAmt
Program Services	$0	ProgramServicesAmt
Management And General	$0	ManagementAndGeneralAmt
Fundraising	$0	FundraisingAmt

Total Functional Expenses TotalFunctionalExpensesGrp

Field	Value	IRS element (for citing)
Total	$56,192,758	TotalAmt
Program Services	$41,660,410	ProgramServicesAmt
Management And General	$6,108,648	ManagementAndGeneralAmt
Fundraising	$8,423,700	FundraisingAmt

Cash Non Interest Bearing CashNonInterestBearingGrp

Field	Value	IRS element (for citing)
BOY	$0	BOYAmt
EOY	$0	EOYAmt

Savings And Temp Cash Invst SavingsAndTempCashInvstGrp

Field	Value	IRS element (for citing)
BOY	$32,281,131	BOYAmt
EOY	$52,452,626	EOYAmt

Pledges And Grants Receivable PledgesAndGrantsReceivableGrp

Field	Value	IRS element (for citing)
BOY	$66,846,241	BOYAmt
EOY	$66,225,026	EOYAmt

Accounts Receivable AccountsReceivableGrp

Field	Value	IRS element (for citing)
BOY	$1,190,081	BOYAmt
EOY	$1,156,477	EOYAmt

Receivables From Officers Etc ReceivablesFromOfficersEtcGrp

Field	Value	IRS element (for citing)
BOY	$0	BOYAmt
EOY	$0	EOYAmt

Rcvbl From Disqualified Prsn RcvblFromDisqualifiedPrsnGrp

Field	Value	IRS element (for citing)
BOY	$0	BOYAmt
EOY	$0	EOYAmt

Oth Notes Loans Receivable Net OthNotesLoansReceivableNetGrp

Field	Value	IRS element (for citing)
BOY	$0	BOYAmt
EOY	$450,000	EOYAmt

Inventories For Sale Or Use InventoriesForSaleOrUseGrp

Field	Value	IRS element (for citing)
BOY	$51,458	BOYAmt
EOY	$60,647	EOYAmt

Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp

Field	Value	IRS element (for citing)
BOY	$262,339	BOYAmt
EOY	$218,559	EOYAmt

Field	Value	IRS element (for citing)
Land Bldg Equip Cost Or Other Bss	$4,441,852	LandBldgEquipCostOrOtherBssAmt
Land Bldg Equip Accum Deprec	$1,039,657	LandBldgEquipAccumDeprecAmt

Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp

Field	Value	IRS element (for citing)
BOY	$3,561,928	BOYAmt
EOY	$3,402,195	EOYAmt

Investments Pub Traded Sec InvestmentsPubTradedSecGrp

Field	Value	IRS element (for citing)
BOY	$476,804,054	BOYAmt
EOY	$489,447,202	EOYAmt

Investments Other Securities InvestmentsOtherSecuritiesGrp

Field	Value	IRS element (for citing)
BOY	$134,620,119	BOYAmt
EOY	$172,330,240	EOYAmt

Investments Program Related InvestmentsProgramRelatedGrp

Field	Value	IRS element (for citing)
BOY	$0	BOYAmt

Other Assets Total OtherAssetsTotalGrp

Field	Value	IRS element (for citing)
BOY	$9,654,898	BOYAmt
EOY	$6,992,387	EOYAmt

Total Assets TotalAssetsGrp

Field	Value	IRS element (for citing)
BOY	$725,272,249	BOYAmt
EOY	$792,735,359	EOYAmt

Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp

Field	Value	IRS element (for citing)
BOY	$921,229	BOYAmt
EOY	$1,265,472	EOYAmt

Grants Payable GrantsPayableGrp

Field	Value	IRS element (for citing)
BOY	$0	BOYAmt

Deferred Revenue DeferredRevenueGrp

Field	Value	IRS element (for citing)
BOY	$0	BOYAmt

Tax Exempt Bond Liabilities TaxExemptBondLiabilitiesGrp

Field	Value	IRS element (for citing)
BOY	$0	BOYAmt

Escrow Account Liability EscrowAccountLiabilityGrp

Field	Value	IRS element (for citing)
BOY	$1,299,584	BOYAmt
EOY	$303,733	EOYAmt

Loans From Officers Directors LoansFromOfficersDirectorsGrp

Field	Value	IRS element (for citing)
BOY	$0	BOYAmt
EOY	$0	EOYAmt

Other Liabilities OtherLiabilitiesGrp

Field	Value	IRS element (for citing)
BOY	$5,337,111	BOYAmt
EOY	$5,298,870	EOYAmt

Total Liabilities TotalLiabilitiesGrp

Field	Value	IRS element (for citing)
BOY	$7,557,924	BOYAmt
EOY	$6,868,075	EOYAmt

Field	Value	IRS element (for citing)
Organization Follows FASB117	Yes (X)	OrganizationFollowsFASB117Ind

No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp

Field	Value	IRS element (for citing)
BOY	$143,746,303	BOYAmt
EOY	$165,274,192	EOYAmt

Donor Restriction Net Assets DonorRestrictionNetAssetsGrp

Field	Value	IRS element (for citing)
BOY	$573,968,022	BOYAmt
EOY	$620,593,092	EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

Field	Value	IRS element (for citing)
BOY	$717,714,325	BOYAmt
EOY	$785,867,284	EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

Field	Value	IRS element (for citing)
BOY	$725,272,249	BOYAmt
EOY	$792,735,359	EOYAmt

Field	Value	IRS element (for citing)
Info In Schedule O Part XI	Yes (X)	InfoInScheduleOPartXIInd
Reconcilation Revenue Expnss	$13,526,840	ReconcilationRevenueExpnssAmt
Net Unrlzd Gains Losses Invst	$55,061,281	NetUnrlzdGainsLossesInvstAmt
Donated Services And Use Fclts	-$39,000	DonatedServicesAndUseFcltsAmt
Other Changes In Net Assets	-$396,162	OtherChangesInNetAssetsAmt
Method Of Accounting Accrual	Yes (X)	MethodOfAccountingAccrualInd
Accountant Compile Or Review	false	AccountantCompileOrReviewInd
FS Audited	Yes (true)	FSAuditedInd

FS Audited Basis FSAuditedBasisGrp

Field	Value	IRS element (for citing)
Consolidated Basis Fincl Stmt	Yes (X)	ConsolidatedBasisFinclStmtInd

Field	Value	IRS element (for citing)
Audit Committee	Yes (true)	AuditCommitteeInd
Federal Grant Audit Required	false	FederalGrantAuditRequiredInd

Schedule A IRS990ScheduleA

Field	Value	IRS element (for citing)
College Organization	Yes (X)	CollegeOrganizationInd

Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp

Field	Value	IRS element (for citing)
Current Tax Year Minus4 Years	$18,457,183	CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years	$43,040,522	CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years	$40,154,634	CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year	$72,898,526	CurrentTaxYearMinus1YearAmt
Current Tax Year	$41,453,333	CurrentTaxYearAmt
Total	$216,004,198	TotalAmt

Tax Rev Levied Orgnztnl Bnft170 TaxRevLeviedOrgnztnlBnft170Grp

Field	Value	IRS element (for citing)
Total	$0	TotalAmt

Govt Furn Srvc Fclts Vl170 GovtFurnSrvcFcltsVl170Grp

Field	Value	IRS element (for citing)
Total	$0	TotalAmt

Total Calendar Year170 TotalCalendarYear170Grp

Field	Value	IRS element (for citing)
Current Tax Year Minus4 Years	$18,457,183	CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years	$43,040,522	CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years	$40,154,634	CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year	$72,898,526	CurrentTaxYearMinus1YearAmt
Current Tax Year	$41,453,333	CurrentTaxYearAmt
Total	$216,004,198	TotalAmt

Field	Value	IRS element (for citing)
Substantial Contributors Tot	$75,000,380	SubstantialContributorsTotAmt
Public Support Total170	$141,003,818	PublicSupportTotal170Amt

Gross Investment Income170 GrossInvestmentIncome170Grp

Field	Value	IRS element (for citing)
Current Tax Year Minus4 Years	$11,712,673	CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years	$8,810,611	CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years	$10,115,322	CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year	$11,896,209	CurrentTaxYearMinus1YearAmt
Current Tax Year	$13,350,449	CurrentTaxYearAmt
Total	$55,885,264	TotalAmt

Unrelated Business Net Incm170 UnrelatedBusinessNetIncm170Grp

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
Current Tax Year	$0	CurrentTaxYearAmt
Total	$0	TotalAmt

Other Income170 OtherIncome170Grp

Field	Value	IRS element (for citing)
Current Tax Year Minus4 Years	$31,806	CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years	$10,478	CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years	$39,513	CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year	$50,663	CurrentTaxYearMinus1YearAmt
Current Tax Year	$48,889	CurrentTaxYearAmt
Total	$181,349	TotalAmt

Field	Value	IRS element (for citing)
Total Support	$272,070,811	TotalSupportAmt
Gross Receipts Rltd Activities	$21,605,154	GrossReceiptsRltdActivitiesAmt
Public Support CY170	0.5183	PublicSupportCY170Pct
Public Support PY170	0.4955	PublicSupportPY170Pct
Thirty Thr Pct Suprt Tests CY170	Yes (X)	ThirtyThrPctSuprtTestsCY170Ind

Form990 Schedule A Part VI Form990ScheduleAPartVIGrp

Field	Value	IRS element (for citing)
Form And Line Reference	Schedule A, Part II, Line 10 Other Income	FormAndLineReferenceDesc
Explanation	DESCRIPTION - OTHER INCOME, COLUMN A - 31806.0, COLUMN B - 10478.0, COLUMN C - 39513.0, COLUMN D - 50663.0, COLUMN E - 48889.0, COLUMN F - 181349.0;	ExplanationTxt

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

Art Public Exhibition Amounts ArtPublicExhibitionAmountsGrp

Field	Value	IRS element (for citing)
Revenues Included	$0	RevenuesIncludedAmt
Assets Included	$1,351,166	AssetsIncludedAmt

Field	Value	IRS element (for citing)
Collection Used Pub Exhibition	Yes (X)	CollectionUsedPubExhibitionInd
Collection Used Preservation	Yes (X)	CollectionUsedPreservationInd
Solicited Assets Sale	false	SolicitedAssetsSaleInd
Agent Trustee Etc	false	AgentTrusteeEtcInd
Incl Escrow Custodial Acct Liab	Yes (true)	InclEscrowCustodialAcctLiabInd
Explanation Provided	Yes (X)	ExplanationProvidedInd

CY Endwmt Fund CYEndwmtFundGrp

Field	Value	IRS element (for citing)
Beginning Year Balance	$553,651,107	BeginningYearBalanceAmt
Contributions	$19,912,595	ContributionsAmt
Investment Earnings Or Losses	$72,062,225	InvestmentEarningsOrLossesAmt
Other Expenditures	$16,294,272	OtherExpendituresAmt
Administrative Expenses	$7,932,512	AdministrativeExpensesAmt
End Year Balance	$621,399,143	EndYearBalanceAmt

CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp

Field	Value	IRS element (for citing)
Beginning Year Balance	$516,391,096	BeginningYearBalanceAmt
Contributions	$9,464,119	ContributionsAmt
Investment Earnings Or Losses	$54,333,687	InvestmentEarningsOrLossesAmt
Other Expenditures	$18,509,608	OtherExpendituresAmt
Administrative Expenses	$8,028,187	AdministrativeExpensesAmt
End Year Balance	$553,651,107	EndYearBalanceAmt

CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp

Field	Value	IRS element (for citing)
Beginning Year Balance	$597,273,383	BeginningYearBalanceAmt
Contributions	$13,888,864	ContributionsAmt
Investment Earnings Or Losses	-$67,266,330	InvestmentEarningsOrLossesAmt
Other Expenditures	$19,682,520	OtherExpendituresAmt
Administrative Expenses	$7,822,301	AdministrativeExpensesAmt
End Year Balance	$516,391,096	EndYearBalanceAmt

CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp

Field	Value	IRS element (for citing)
Beginning Year Balance	$468,175,495	BeginningYearBalanceAmt
Contributions	$16,541,037	ContributionsAmt
Investment Earnings Or Losses	$140,646,927	InvestmentEarningsOrLossesAmt
Other Expenditures	$20,014,559	OtherExpendituresAmt
Administrative Expenses	$8,075,517	AdministrativeExpensesAmt
End Year Balance	$597,273,383	EndYearBalanceAmt

CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp

Field	Value	IRS element (for citing)
Beginning Year Balance	$473,768,166	BeginningYearBalanceAmt
Contributions	$6,985,640	ContributionsAmt
Investment Earnings Or Losses	$11,008,793	InvestmentEarningsOrLossesAmt
Other Expenditures	$15,728,680	OtherExpendituresAmt
Administrative Expenses	$7,858,424	AdministrativeExpensesAmt
End Year Balance	$468,175,495	EndYearBalanceAmt

Field	Value	IRS element (for citing)
Board Designated Balance EOY	0.2796	BoardDesignatedBalanceEOYPct
Prmnnt Endowment Balance EOY	0.7203	PrmnntEndowmentBalanceEOYPct
Term Endowment Balance EOY	0.0001	TermEndowmentBalanceEOYPct
Endowments Held Unrelated Org	false	EndowmentsHeldUnrelatedOrgInd
Endowments Held Related Org	false	EndowmentsHeldRelatedOrgInd

Land LandGrp

Field	Value	IRS element (for citing)
Other Cost Or Other Basis	$831,741	OtherCostOrOtherBasisAmt
Book Value	$831,741	BookValueAmt

Buildings BuildingsGrp

Field	Value	IRS element (for citing)
Other Cost Or Other Basis	$2,060,111	OtherCostOrOtherBasisAmt
Depreciation	$840,823	DepreciationAmt
Book Value	$1,219,288	BookValueAmt

Leasehold Improvements LeaseholdImprovementsGrp

Field	Value	IRS element (for citing)
Other Cost Or Other Basis	$0	OtherCostOrOtherBasisAmt
Depreciation	$0	DepreciationAmt
Book Value	$0	BookValueAmt

Equipment EquipmentGrp

Field	Value	IRS element (for citing)
Other Cost Or Other Basis	$0	OtherCostOrOtherBasisAmt
Depreciation	$0	DepreciationAmt
Book Value	$0	BookValueAmt

Other Land Buildings OtherLandBuildingsGrp

Field	Value	IRS element (for citing)
Other Cost Or Other Basis	$1,550,000	OtherCostOrOtherBasisAmt
Depreciation	$198,834	DepreciationAmt
Book Value	$1,351,166	BookValueAmt

Field	Value	IRS element (for citing)
Total Book Value Land Buildings	$3,402,195	TotalBookValueLandBuildingsAmt

Closely Held Equity Interests CloselyHeldEquityInterestsGrp

Field	Value	IRS element (for citing)
Book Value	$6,011,122	BookValueAmt
Method Valuation	F	MethodValuationCd

Other Securities OtherSecuritiesGrp (10 entries)

DescDesc	Book ValueBookValueAmt	Method ValuationMethodValuationCd
Diversifying Strategies
Hedged Equity
Private Debt
Private Equity
Private Real Assets
Diversifying Strategies	$25,250,508	F
Hedged Equity	$22,896,644	F
Private Debt	$36,869,267	F
Private Equity	$62,479,846	F
Private Real Assets	$18,822,853	F

Field	Value	IRS element (for citing)
Total Book Value Securities	$172,330,240	TotalBookValueSecuritiesAmt

Other Liabilities Org OtherLiabilitiesOrgGrp (8 entries)

DescDesc	AmtAmt
Due to Affiliate - Ohio University
Annuities payable
Charitable trusts obligations
Other liabilities
Due to Affiliate - Ohio University	$2,054,624
Annuities payable	$848,463
Charitable trusts obligations	$1,654,251
Other liabilities	$741,532

Field	Value	IRS element (for citing)
Total Liability	$5,298,870	TotalLiabilityAmt
Footnote Text	Yes (X)	FootnoteTextInd

Supplemental Information Detail SupplementalInformationDetail (3 entries)

Form And Line ReferenceFormAndLineReferenceDesc	ExplanationExplanationTxt
Schedule D, Part IV, Line 2b Explanation of escrow agreement	The Foundation holds working capital for The Ohio University Inn, Inc., cash balances on behalf of alumni networks and societies, and certificates of deposit on behalf of the Chillicothe Foundation.
Schedule D, Part V, Line 4 Intended uses of endowment funds	The Foundation's endowment includes both donor-restricted endowment funds and funds designated by the board of trustees as quasi-endowments. The Foundation has adopted investment and spending policies for endowment assets that attempt to provide a predictable stream of funding to programs supported by its endowment while seeking to maintain the long-term purchasing power of the endowment assets.
Schedule D, Part X, Line 2 FIN 48 (ASC 740) footnote	The Internal Revenue Service has determined that the Foundation is an exempt organization under Section 501(c)(3) of the Internal Revenue Code, except for taxes on unrelated income. The provision for income taxes for the Inn, a for-profit corporation, including deferred tax expense, totaled $(108,139) and $18,825 for the years ended June 30, 2024 and 2023, respectively. The provision is primarily comprised of federal and city taxes. Of these amounts, $0 and $(17,268) represent current income tax (recovery) expense for the years ended June 30, 2024 and 2023, respectively. The deferred taxes are a result of differences between book and tax depreciation and are presented as long-term other liabilities on the statements of financial position. There are no income taxes on the Russ LLCs or the Real Estate LLC as they are disregarded entities. Accounting principles generally accepted in the United States of America require management to evaluate tax positions taken by the Foundation and to recognize a tax liability if the Foundation has taken an uncertain position that more likely than not would not be sustained upon examination by the IRS or other applicable taxing authorities. Management has analyzed the tax positions taken by the Foundation and has concluded that as of June 30, 2024 and 2023, there are no uncertain positions taken or expected to be taken that would require recognition of a liability or disclosure in the consolidated financial statements. The Foundation is subject to routine audits by taxing jurisdictions; however, there are currently no audits for any tax periods in progress. Management believes that it is no longer subject to income tax examinations for years prior to June 30, 2021.

Schedule F IRS990ScheduleF

Account Activities Outside US AccountActivitiesOutsideUSGrp (2 entries)

RegionRegionTxt	OfficesOfficesCnt	EmployeeEmployeeCnt	Type Of Activities ConductedTypeOfActivitiesConductedTxt	Region Total ExpendituresRegionTotalExpendituresAmt
Central America and the Caribbean	0	0	Investments	$108,247,853
Europe (Including Iceland and Greenland)	0	0	Investments	$3,477,673

Field	Value	IRS element (for citing)
Subtotal Offices	0	SubtotalOfficesCnt
Subtotal Employees	0	SubtotalEmployeesCnt
Continuation Total Office	0	ContinuationTotalOfficeCnt
Continuation Total Employee	0	ContinuationTotalEmployeeCnt
Total Office	0	TotalOfficeCnt
Total Employee	0	TotalEmployeeCnt
Subtotal Spent	$111,725,526	SubtotalSpentAmt
Continuation Spent	$0	ContinuationSpentAmt
Total Spent	$111,725,526	TotalSpentAmt
Transfer To Foreign Corp	Yes (true)	TransferToForeignCorpInd
Interest In Foreign Trust	false	InterestInForeignTrustInd
Foreign Corp Ownership	Yes (true)	ForeignCorpOwnershipInd
Passive Foreign Investmest Co	false	PassiveForeignInvestmestCoInd
Foreign Partnership	Yes (true)	ForeignPartnershipInd
Boycott Countries	false	BoycottCountriesInd

Supplemental Information Detail SupplementalInformationDetail

Field	Value	IRS element (for citing)
Form And Line Reference	Schedule F, Part I, Line 3 Method used to account for expenditures on org's financial statements	FormAndLineReferenceDesc
Explanation	CENTRAL AMERICA AND THE CARIBBEAN-Accrual; EUROPE (INCLUDING ICELAND AND GREENLAND)-Accrual	ExplanationTxt

Schedule G IRS990ScheduleG

Field	Value	IRS element (for citing)
Mail Solicitations	Yes (X)	MailSolicitationsInd
Email Solicitations	Yes (X)	EmailSolicitationsInd
Phone Solicitations	Yes (X)	PhoneSolicitationsInd
In Person Solicitations	Yes (X)	InPersonSolicitationsInd
Solicitation Of Non Govt Grants	Yes (X)	SolicitationOfNonGovtGrantsInd
Special Fundraising Events	Yes (X)	SpecialFundraisingEventsInd
Agrmt Prof Fundraising Acty	Yes (true)	AgrmtProfFundraisingActyInd

Fundraiser Activity Info FundraiserActivityInfoGrp (2 entries)

Address Line1USAddress/AddressLine1Txt	CityUSAddress/CityNm	State AbbreviationUSAddress/StateAbbreviationCd	ZIPUSAddress/ZIPCd	ActivityActivityTxt	Fundraiser Control Of FundsFundraiserControlOfFundsInd	Gross ReceiptsGrossReceiptsAmt	Retained By ContractorRetainedByContractorAmt	Net To OrganizationNetToOrganizationAmt
Ruffalo Noel Levitz LLC
5249 North Park Place NE 1061	Cedar Rapids	IA	52402	Fundraising	false	$181,515	$346,583	-$165,068
Contributor Development Partnership PBC
10 Guest Street	Boston	MA	02135	Fundraising	false	$499,326	$135,581	$363,745

Field	Value	IRS element (for citing)
Total Gross Receipts	$680,841	TotalGrossReceiptsAmt
Total Retained By Contractors	$482,164	TotalRetainedByContractorsAmt
Total Net To Organization	$198,677	TotalNetToOrganizationAmt
Licensed States	CA	LicensedStatesCd
Licensed States	CO	LicensedStatesCd
Licensed States	CT	LicensedStatesCd
Licensed States	DC	LicensedStatesCd
Licensed States	FL	LicensedStatesCd
Licensed States	GA	LicensedStatesCd
Licensed States	AL	LicensedStatesCd
Licensed States	HI	LicensedStatesCd
Licensed States	IL	LicensedStatesCd
Licensed States	KS	LicensedStatesCd
Licensed States	KY	LicensedStatesCd
Licensed States	LA	LicensedStatesCd
Licensed States	ME	LicensedStatesCd
Licensed States	AK	LicensedStatesCd
Licensed States	MD	LicensedStatesCd
Licensed States	MA	LicensedStatesCd
Licensed States	MI	LicensedStatesCd
Licensed States	MN	LicensedStatesCd
Licensed States	MS	LicensedStatesCd
Licensed States	MO	LicensedStatesCd
Licensed States	NV	LicensedStatesCd
Licensed States	NH	LicensedStatesCd
Licensed States	NJ	LicensedStatesCd
Licensed States	NM	LicensedStatesCd
Licensed States	NY	LicensedStatesCd
Licensed States	NC	LicensedStatesCd
Licensed States	ND	LicensedStatesCd
Licensed States	OH	LicensedStatesCd
Licensed States	OK	LicensedStatesCd
Licensed States	OR	LicensedStatesCd
Licensed States	PA	LicensedStatesCd
Licensed States	RI	LicensedStatesCd
Licensed States	SC	LicensedStatesCd
Licensed States	TN	LicensedStatesCd
Licensed States	UT	LicensedStatesCd
Licensed States	VA	LicensedStatesCd
Licensed States	AR	LicensedStatesCd
Licensed States	WA	LicensedStatesCd
Licensed States	WV	LicensedStatesCd
Licensed States	WI	LicensedStatesCd

Fundraising Event Information FundraisingEventInformationGrp

Field	Value	IRS element (for citing)
Event1	DUBLIN OPEN HCOM GOLF OUTING	Event1Nm
Gross Receipts Event1	$40,420	GrossReceiptsEvent1Amt
Charitable Contri Event1	$23,445	CharitableContriEvent1Amt
Gross Revenue Event1	$16,975	GrossRevenueEvent1Amt
Non Cash Prizes Event1	$12,693	NonCashPrizesEvent1Amt
Rent Facility Costs Event1	$7,860	RentFacilityCostsEvent1Amt
Food And Beverage Event1	$6,898	FoodAndBeverageEvent1Amt
Other Direct Expenses Event1	$245	OtherDirectExpensesEvent1Amt
Event2	LONSBURY GOLF TOURNAMENT	Event2Nm
Gross Receipts Event2	$23,604	GrossReceiptsEvent2Amt
Charitable Contri Event2	$1,549	CharitableContriEvent2Amt
Gross Revenue Event2	$22,055	GrossRevenueEvent2Amt
Non Cash Prizes Event2	$665	NonCashPrizesEvent2Amt
Rent Facility Costs Event2	$2,600	RentFacilityCostsEvent2Amt
Food And Beverage Event2	$7,312	FoodAndBeverageEvent2Amt
Other Direct Expenses Event2	$523	OtherDirectExpensesEvent2Amt
Other Events Total	5	OtherEventsTotalCnt
Gross Receipts Other Events	$25,335	GrossReceiptsOtherEventsAmt
Charitable Contri Other Events	$15,476	CharitableContriOtherEventsAmt
Gross Revenue Other Events	$9,859	GrossRevenueOtherEventsAmt
Non Cash Prizes Other Events	$3,123	NonCashPrizesOtherEventsAmt
Rent Fclty Costs Other Events	$3,080	RentFcltyCostsOtherEventsAmt
Food And Beverage Other Events	$2,899	FoodAndBeverageOtherEventsAmt
Oth Direct Expnss Other Events	$2	OthDirectExpnssOtherEventsAmt
Gross Receipts Total	$89,359	GrossReceiptsTotalAmt
Charitable Contributions Tot	$40,470	CharitableContributionsTotAmt
Gross Revenue Total Events	$48,889	GrossRevenueTotalEventsAmt
Non Cash Prizes Total Events	$16,481	NonCashPrizesTotalEventsAmt
Rent Fclty Costs Total Events	$13,540	RentFcltyCostsTotalEventsAmt
Food And Beverage Total Events	$17,109	FoodAndBeverageTotalEventsAmt
Oth Direct Expnss Total Events	$770	OthDirectExpnssTotalEventsAmt
Direct Expense Summary Events	$47,900	DirectExpenseSummaryEventsAmt
Net Income Summary	$989	NetIncomeSummaryAmt

Supplemental Information Detail SupplementalInformationDetail (3 entries)

Form And Line ReferenceFormAndLineReferenceDesc	ExplanationExplanationTxt
Schedule G, Part I, Line 2b(vi) Amount paid to (or retained by) the organization	As indicated in schedule G, the RNL telephone fundraising program generated $181,515 in revenues during the year, versus costs of $408,373. The landscape for phonathon and the value/ROI for telephone fundraising continues to change. The Foundation's current vendor, RNL, is adapting to these changes as well. They are offering digital engagement services along with telephone services. In order to maximize the Foundation's impact with this program, callers participated in an on-campus, in-person environment during fiscal year 2024 in an effort to attain more donors and higher dollars through this program. The Foundation continues to review the annual giving program and explore ways to leverage the contract for maximum results.
Schedule G, Part I, Line 2b Professional Fundraiser	The telemarketing services agreement between Ruffalo Noel Levitz LLC (RNL) and Ohio University provides for a year-round, on-site telephone fundraising program. Calling campaigns occur over the fall and spring semesters, with callers working from Ohio University's campus. The agreement is set up so that RNL completes a set amount of program calling hours for the year, and the contract cost includes caller wages and the company's management fee. The program also includes program set-up and consulting, data services, writing services, subscription services, pledge reminder services, thank you emails, and text message campaigns. Revenue streams and cost factors: Prior to the start of calling, RNL provided data enrichment services for mailing addresses, phone numbers (cell and land line), and email verification services. In total, this represents updates to up to 975,000 points of contact information data for OHIO's alumni, improving data quality and contact rates for all channels within the Annual Giving program. Other considerations: As part of the telephone fundraising program, thousands of calls and solicitations are completed each fiscal year. There is a distinct, intangible and long-term value in connecting with alumni. For many alumni, a call from the phonathon is the only direct opportunity they have to speak with an Advancement representative. These calls are an opportunity to thank alumni for past giving, share University priorities, and invite them to give and be involved. The return on investment of a phone program is spread across years: In a study conducted by an independent group, the foundation established the following data and trend lines for Ohio University donors who eventually gave $10,000: i) before making their $10,000 gift, they first participated in 9 to 13 annual fund years; ii) they made a gift in 7 out of 10 fiscal years just prior to making their $10,000 gift; iii) 61% of all donors who made a $10,000 gift made a first gift of $50 or less; iv) 38% of all donors who made a $10,000 gift made a first gift of less than $25. This research shows that in order to move alumni through the donor pipeline into major gifts, they need to be long-time, consistent donors to the university - but their giving starts at moderate levels. The phonathon program through RNL plays an important role in the long-term health of Ohio University's donor pipeline. In addition, in fiscal year 2024, RNL supported other Annual Giving campaigns through targeted emails, direct mail pledge reminders, and a text message program. Text messaging represents a channel not utilized by Annual Giving through any other tool, and research shows that compared to other channels (e.g. email, direct mail), text messages result in significantly higher open/read rates. This service provided by RNL represents a significant step forward in reaching alumni in a new, efficient way.
Schedule G, Part I, Line 2b Professional Fundraiser	The membership fundraising services agreement between Contributor Development Partnership (CDP) and Ohio University provides for year-round membership fundraising support for WOUB Public Media. CDP is an independent public benefit corporation working on behalf of more than 230 public radio and television stations to share data across the public media system, analyze fundraising performance, and develop best practices. CDP provides digital and traditional mail fundraising support to WOUB, as well as Customer Relationship Management, Donor Acquisition, and Donor Insight tools. CDP has helped WOUB increase its net revenue and sustain the growth of its donor base with innovative and cost-effective fundraising solutions by finding efficiencies and economies of scale in collaborative fundraising opportunities. The partnership has allowed WOUB staff to focus more time and energy on local community engagement and major donor fundraising. Since signing on with CDP in 2019, has nearly doubled its annual membership fundraising and increased major donor contributions by 160%.

Schedule I IRS990ScheduleI

Field	Value	IRS element (for citing)
Grant Records Maintained	Yes (true)	GrantRecordsMaintainedInd

Recipient Table RecipientTable

Recipient Business Name RecipientBusinessName

Field	Value	IRS element (for citing)
Business Name Line1	Ohio University	BusinessNameLine1Txt

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	Cutler Hall 108	AddressLine1Txt
City	Athens	CityNm
State Abbreviation	OH	StateAbbreviationCd
ZIP	45701	ZIPCd

Field	Value	IRS element (for citing)
Recipient EIN	316402113	RecipientEIN
IRC Section	Section 115	IRCSectionDesc
Cash Grant	$38,255,455	CashGrantAmt
Purpose Of Grant	instruction, education, etc.	PurposeOfGrantTxt

Field	Value	IRS element (for citing)
Total501c3 Org	1	Total501c3OrgCnt
Total Other Org	0	TotalOtherOrgCnt

Supplemental Information Detail SupplementalInformationDetail

Field	Value	IRS element (for citing)
Form And Line Reference	Schedule I, Part I, Line 2 Procedures for monitoring use of grant funds.	FormAndLineReferenceDesc
Explanation	The Foundation was established to solicit and receive gifts and contributions for the benefit of Ohio University and to ensure that funds and property received are applied to the uses specified by the donors. As such, amounts reported in Schedule I, Part I, reflect financial support that the Foundation provides to the University for scholarships, academic programs, research, facilities, faculty, and other initiatives of the University.	ExplanationTxt

Schedule J IRS990ScheduleJ

Field	Value	IRS element (for citing)
Housing Allowance Or Residence	Yes (X)	HousingAllowanceOrResidenceInd
Written Policy Ref T And E Expnss	Yes (true)	WrittenPolicyRefTAndEExpnssInd
Substantiation Required	Yes (true)	SubstantiationRequiredInd
Independent Consultant	Yes (X)	IndependentConsultantInd
Compensation Survey	Yes (X)	CompensationSurveyInd
Severance Payment	false	SeverancePaymentInd
Supplemental Nonqual Rtr Plan	false	SupplementalNonqualRtrPlanInd
Equity Based Comp Arrngm	false	EquityBasedCompArrngmInd
Comp Based On Revenue Of Flng Org	false	CompBasedOnRevenueOfFlngOrgInd
Comp Bsd On Rev Related Orgs	false	CompBsdOnRevRelatedOrgsInd
Comp Bsd Net Earns Flng Org	false	CompBsdNetEarnsFlngOrgInd
Comp Bsd Net Earns Rltd Orgs	false	CompBsdNetEarnsRltdOrgsInd
Any Non Fixed Payments	false	AnyNonFixedPaymentsInd
Initial Contract Exception	false	InitialContractExceptionInd

Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (20 entries)

TitleTitleTxt	Base Compensation Filing OrgBaseCompensationFilingOrgAmt	Compensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmt	Bonus Filing OrganizationBonusFilingOrganizationAmount	Bonus Related OrganizationsBonusRelatedOrganizationsAmt	Other Compensation Filing OrgOtherCompensationFilingOrgAmt	Other Compensation Rltd OrgsOtherCompensationRltdOrgsAmt	Deferred Compensation Flng OrgDeferredCompensationFlngOrgAmt	Deferred Comp Rltd OrgsDeferredCompRltdOrgsAmt	Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmt	Nontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmt	Total Compensation Filing OrgTotalCompensationFilingOrgAmt	Total Compensation Rltd OrgsTotalCompensationRltdOrgsAmt	Comp Report Prior990 Filing OrgCompReportPrior990FilingOrgAmt	Comp Report Prior990 Rltd OrgsCompReportPrior990RltdOrgsAmt
M Duane Nellis
Former Trustee and Former University President	$0	$268,284	$0	$2,000	$0	$0	$0	$38,605	$0	$24,371	$0	$333,260	$0	$0
Hugh Sherman
Former Trustee and Former University President	$0	$398,009	$0	$2,000	$0	$26,979	$0	$29,173	$0	$29,098	$0	$485,259	$0	$0
Nico Karagosian
President & CEO (until FEB 24)	$350,399	$0	$56,000	$0	$9,600	$0	$35,571	$0	$45,511	$0	$497,081	$0	$0	$0
Lyn Redington
President & CEO (begin FEB 24)	$0	$262,951	$0	$0	$0	$31,130	$0	$31,751	$0	$26,573	$0	$352,405	$0	$0
Candice Casto
Treasurer & CFO	$196,344	$0	$2,000	$0	$0	$0	$28,988	$0	$43,626	$0	$270,958	$0	$0	$0
Lori Stewart Gonzalez
Trustee and University President	$0	$296,858	$0	$0	$0	$66,000	$0	$30,424	$0	$14,423	$0	$407,705	$0	$0
John Day
Trustee and University's VP Finance & Admin (beg NOV 23)	$0	$181,979	$0	$2,000	$0	$0	$0	$29,173	$0	$28,524	$0	$241,676	$0	$0
Mark Heil
Trustee and University's VP Finance & Admin (until NOV 23)	$0	$299,841	$0	$2,000	$0	$60,848	$0	$35,669	$0	$32,617	$0	$430,975	$0	$0
Chaden Djalali
Former Provost	$0	$218,146	$0	$2,260	$0	$0	$0	$25,733	$0	$44,200	$0	$290,339	$0	$0
Major Alston
Senior Associate VP Advancement and Campaign Director	$208,124	$0	$2,000	$0	$0	$0	$30,552	$0	$42,561	$0	$283,237	$0	$0	$0
Jennifer Bowie
Associate VP of Alumni Relations & Annual Giving and Exec Dir of OUAA	$175,283	$0	$2,000	$0	$0	$0	$24,532	$0	$0	$0	$201,815	$0	$0	$0
Patrick Fox
Dean, Russ College of Engineering and Technology (Beg JUL 2023)	$0	$152,530	$0	$0	$0	$35,000	$0	$21,817	$0	$13,604	$0	$222,951	$0	$0
Elizabeth Sayrs
Provost	$0	$372,554	$0	$2,000	$0	$0	$0	$29,173	$0	$30,524	$0	$434,251	$0	$0
Maj Mirmirani
Dean, Russ College of Engineering and Technology (until JUL 2023)	$0	$164,875	$0	$0	$0	$36,322	$0	$18,322	$0	$258	$0	$219,777	$0	$0
Mei Wei
Former Dean, Russ College of Engineering and Technology	$0	$95,881	$0	$2,000	$0	$24,770	$0	$11,553	$0	$21,712	$0	$155,916	$0	$0
Teri Gartland
Assistant Vice President, Major Giving	$157,383	$0	$2,000	$0	$0	$0	$19,234	$0	$27,674	$0	$206,291	$0	$0	$0
Joseph Pauwels
Associate VP, Advancement Svcs and Deputy Campaign Director	$141,156	$0	$2,100	$0	$0	$0	$21,458	$0	$44,426	$0	$209,140	$0	$0	$0
David Gaume
Chief Investment Officer	$305,666	$0	$54,070	$0	$0	$0	$35,669	$0	$42,561	$0	$437,966	$0	$0	$0
Dawn Tabata
Senior Advisor, Principal Prospects & Donor Strategy	$133,483	$0	$2,000	$0	$0	$0	$18,688	$0	$0	$0	$154,171	$0	$0	$0
Kelli Kotowski
Assistant Vice President, Gift Planning	$150,842	$0	$5,000	$0	$0	$0	$21,872	$0	$15,408	$0	$193,122	$0	$0	$0

Supplemental Information Detail SupplementalInformationDetail (2 entries)

Form And Line ReferenceFormAndLineReferenceDesc

ExplanationExplanationTxt

Schedule J, Part I, Line 1a Housing allowance or residence for personal use

The University provided housing allowances to these employees as support of their personal residences and in their capacity of these roles: - Lori Stewart Gonzalez (University President) - Lyn Redington (President & CEO [beg FEB 2024]) - Maj Mirmirani (Dean, Russ College of Engineering and Technology [until JUL 2023]) These benefits are reported as taxable compensation.

Schedule J, Part I, Line 3 Method for establishing compensation

The University's process for establishing the compensation for President and CEO, Nico Karagosian (until 2/24) and Lyn Redington (beg 2/24) included contracting with an executive search firm that provided a compensation analysis based on review of similar sized organizations and positions. In addition, CUPA-HR data was reviewed for similar positions at other public universities in Ohio, in the Mid-American Conference, and in an aspirational peer group. Compensation was set at a level commensurate with those comparisons, taking into consideration Ohio University's size and complexity in comparison with the other institutions examined. In addition, the employment contract was reviewed and approved by University General Counsel.

Schedule L IRS990ScheduleL

Grnt Asst Bnft Interested Prsn GrntAsstBnftInterestedPrsnGrp

Business Name BusinessName

Field	Value	IRS element (for citing)
Business Name Line1	Ashton Casto	BusinessNameLine1Txt

Field	Value	IRS element (for citing)
Relationship With Org	Family member of officer	RelationshipWithOrgTxt
Cash Grant	$9,037	CashGrantAmt
Type Of Assistance	TUITION REMISSION	TypeOfAssistanceTxt
Assistance Purpose	STUDENT FINANCIAL ASSISTANCE	AssistancePurposeTxt

Supplemental Information Detail SupplementalInformationDetail

Field	Value	IRS element (for citing)
Form And Line Reference	Schedule L, Part III Grants or Assistance Benefiting Interested Persons.	FormAndLineReferenceDesc
Explanation	PER IRS INSTRUCTIONS, COLLEGES, UNIVERSITIES, AND PRIMARY AND SECONDARY SCHOOLS ARE NOT REQUIRED TO IDENTIFY INTERESTED PERSONS TO WHOM THEY PROVIDED SCHOLARSHIPS, FELLOWSHIPS, AND SIMILAR FINANCIAL ASSISTANCE.	ExplanationTxt

Schedule M IRS990ScheduleM

Works Of Art WorksOfArtGrp

Field	Value	IRS element (for citing)
Non Cash Checkbox	Yes (X)	NonCashCheckboxInd
Contribution	9	ContributionCnt
Noncash Contributions Rpt F990	$4,138,623	NoncashContributionsRptF990Amt
Method Of Determining Revenues	Opinions of experts	MethodOfDeterminingRevenuesTxt

Books And Publications BooksAndPublicationsGrp

Field	Value	IRS element (for citing)
Non Cash Checkbox	Yes (X)	NonCashCheckboxInd
Noncash Contributions Rpt F990	$1,093	NoncashContributionsRptF990Amt
Method Of Determining Revenues	Market value	MethodOfDeterminingRevenuesTxt

Clothing And Household Goods ClothingAndHouseholdGoodsGrp

Field	Value	IRS element (for citing)
Non Cash Checkbox	Yes (X)	NonCashCheckboxInd
Noncash Contributions Rpt F990	$177,206	NoncashContributionsRptF990Amt
Method Of Determining Revenues	Market value	MethodOfDeterminingRevenuesTxt

Securities Publicly Traded SecuritiesPubliclyTradedGrp

Field	Value	IRS element (for citing)
Non Cash Checkbox	Yes (X)	NonCashCheckboxInd
Contribution	85	ContributionCnt
Noncash Contributions Rpt F990	$1,892,694	NoncashContributionsRptF990Amt
Method Of Determining Revenues	Market value	MethodOfDeterminingRevenuesTxt

Food Inventory FoodInventoryGrp

Field	Value	IRS element (for citing)
Non Cash Checkbox	Yes (X)	NonCashCheckboxInd
Contribution	2	ContributionCnt
Noncash Contributions Rpt F990	$6,982	NoncashContributionsRptF990Amt
Method Of Determining Revenues	Market value	MethodOfDeterminingRevenuesTxt

Drugs And Medical Supplies DrugsAndMedicalSuppliesGrp

Field	Value	IRS element (for citing)
Non Cash Checkbox	Yes (X)	NonCashCheckboxInd
Contribution	1	ContributionCnt
Noncash Contributions Rpt F990	$37,874	NoncashContributionsRptF990Amt
Method Of Determining Revenues	Market value	MethodOfDeterminingRevenuesTxt

Other Non Cash Contri Table OtherNonCashContriTableGrp (3 entries)

Non Cash CheckboxNonCashCheckboxInd	DescDesc	ContributionContributionCnt	Noncash Contributions Rpt F990NoncashContributionsRptF990Amt	Method Of Determining RevenuesMethodOfDeterminingRevenuesTxt
Yes (X)	Courseware	1	$10,000	Market value
Yes (X)	Software Licenses	1	$3,556,500	Market value
Yes (X)	Instructional Supplies and Equipment	2	$15,495	Market value

Field	Value	IRS element (for citing)
Form8283 Received	1	Form8283ReceivedCnt
Any Property That Must Be Held	false	AnyPropertyThatMustBeHeldInd
Review Process Unusual NC Gifts	Yes (true)	ReviewProcessUnusualNCGiftsInd
Third Parties Used	false	ThirdPartiesUsedInd

Supplemental Information Detail SupplementalInformationDetail

Field	Value	IRS element (for citing)
Form And Line Reference	Schedule M, Part I Explanations of reporting method for number of contributions	FormAndLineReferenceDesc
Explanation	Books and publications - Number of contributions Clothing and household goods - Number of contributions Securities - Publicly traded - Number of contributions Food inventory - Number of contributions Drugs and medical supplies - Number of contributions Other - Courseware Number of contributions Other - Software Licenses Number of contributions Art - Works of art - Number of contributions Other - Instructional Supplies and Equipment Number of Contributions	ExplanationTxt

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (10 entries)

Form And Line ReferenceFormAndLineReferenceDesc	ExplanationExplanationTxt
Form 990, Part V, Line 2a Common paying agent for employees	Ohio University (OU) (EIN 31-6402113) is the common paying agent for Ohio University Foundation (OUF). Therefore, all applicable IRS tax compliance filings are reported by OU on behalf of OUF. The number of W-2s reported on Form W-3 by OU was 13,634, of which the number of W-2s reported and filed for 2023 by OU for OUF was approximately 106 .
Form 990, Part V, Line 1a Common Paying Agent for Independent Contractors	Ohio University (OU) (EIN 31-6402113) is the common paying agent for Ohio University Foundation (OUF). Therefore, all applicable IRS tax compliance filings are reported by OU on behalf of OUF. The number of 1099s reported on Form 1096 by OU on behalf of OUF was 158.
Form 990, Part VI, Line 15a PROCESS TO ESTABLISH COMPENSATION OF TOP MANAGEMENT OFFICIAL	The Ohio University Foundation is a component unit of Ohio University (the University) and compensation is established by the University. The University's process for establishing the compensation for President and CEO, Nico Karagosian and Lyn Redington, included contracting with an executive search firm that provided a compensation analysis based on review of similar sized organizations and positions. In addition, CUPA-HR data was reviewed for similar positions at other public universities in Ohio, in the Mid-American Conference, and in an aspirational peer group. Compensation was set at a level commensurate with those comparisons, taking into consideration Ohio University's size and complexity in comparison with the other institutions examined. In addition, the employment contract was reviewed and approved by University General Counsel.
Form 990, Part VI, Line 15b PROCESS TO ESTABLISH COMPENSATION OF OTHER OFFICERS OR KEY EMPLOYEES	THE OHIO UNIVERSITY FOUNDATION IS A COMPONENT UNIT OF OHIO UNIVERSITY (THE UNIVERSITY) AND COMPENSATION IS ESTABLISHED BY THE UNIVERSITY. THE UNIVERSITY'S PROCESS FOR ESTABLISHING THE COMPENSATION FOR TREASURER & CFO CANDICE CASTO AND OHIO UNIVERSITY PRESIDENT LORI STEWART-GONZALEZ INCLUDED A REVIEW OF CUPA-HR DATA FOR SIMILAR POSITIONS AT OTHER PUBLIC UNIVERSITIES IN OHIO, IN THE MID-AMERICAN CONFERENCE, AND IN AN ASPIRATIONAL PEER GROUP. COMPENSATION WAS SET AT A LEVEL COMMENSURATE WITH THOSE COMPARISONS, TAKING INTO CONSIDERATION OHIO UNIVERSITY'S SIZE AND COMPLEXITY IN COMPARISON WITH THE OTHER INSTITUTIONS EXAMINED. IN ADDITION, THE EMPLOYMENT CONTRACT WAS REVIEWED AND APPROVED BY UNIVERSITY GENERAL COUNSEL. A COMPENSATION STUDY CONDUCTED DURING FISCAL YEAR 2021 CONFIRMED THAT THIS COMPENSATION IS STILL ALIGNED WITH NATIONAL AVERAGES OF SIMILAR SIZED ORGANIZATIONS AND POSITIONS.
Form 990, Part VI, Line 4 Significant changes to organizational documents	In fiscal year 2024, The Ohio University Foundation updated the Code of Regulations to add a Governance Committee to the list of standing committees. Following this update, there are seven standing committees of the Foundation Board, as follows: Executive, Membership, Development, Finance, Investment, Audit, and Governance.
Form 990, Part VI, Line 11b Review of form 990 by governing body	THE FORM 990 AND SUPPLEMENTAL SCHEDULES WERE REVIEWED BY THE ORGANIZATION'S MANAGEMENT AND AUDIT COMMITTEE, THEN PROVIDED TO EACH MEMBER OF THE GOVERNING BODY PRIOR TO FILING WITH THE IRS.
Form 990, Part VI, Line 12c Conflict of interest policy	The conflict of interest policy for The Foundation covers all members of the Board of Trustees. The policy requires that all potential conflicts be presented to the Chairperson of The Foundation for purposes of review and possible remedial or management action, including the removal of a trustee, and further requires such conflicts be updated annually. Remedial or management action could include, but not be limited to, full disclosure, refusal and abstention in discussions and votes, and ending of the conflict of interest circumstances. In cases where an actual or potential conflict of interest cannot be resolved by remedial or management action, the Trustee will be removed from his/her position.
Form 990, Part VI, Line 19 Required documents available to the public	Financial statements, governing documents, and conflict of interest policies are not required disclosures pursuant to Internal Revenue Code (IRC) Section 6104. Governing documents and conflict of interest policies are not routinely made available to the public at this time. However, the Foundation's audited financial statements are available to the public via a website maintained by Ohio University. Also, as the Foundation is affiliated with Ohio University, which is subject to Ohio's public records law, the Foundation's financial statements, governing documents, and conflict of interest policies are made available in response to appropriate public records requests.
Form 990, Part VIII, Line 11d Other Miscellaneous Revenue	Equity method investments - Total Revenue: -173758, Related or Exempt Function Revenue: 0, Unrelated Business Revenue: 0, Revenue Excluded from Tax Under Sections 512, 513, or 514: -173758;
Form 990, Part XI, Line 9 Other changes in net assets or fund balances	Change in value of split interest agreements - 276627; Uncollectible pledges written off - -672789;

Schedule R IRS990ScheduleR

Id Disregarded Entities IdDisregardedEntitiesGrp (5 entries)

Address Line1USAddress/AddressLine1Txt	Address Line2USAddress/AddressLine2Txt	CityUSAddress/CityNm	State AbbreviationUSAddress/StateAbbreviationCd	ZIPUSAddress/ZIPCd	Primary ActivitiesPrimaryActivitiesTxt	Legal Domicile StateLegalDomicileStateCd	Total IncomeTotalIncomeAmt	End Of Year AssetsEndOfYearAssetsAmt	Business Name Line1DirectControllingEntityName/BusinessNameLine1Txt
Fritz J and Dolores H Russ Holdings LLC
Ohio University	50 University Terrace	Athens	OH	45701	Real Estate	OH	$0	$2,278	The Ohio University Foundation
Russ Research Center LLC
Ohio University	50 University Terrace	Athens	OH	45701	R&D	OH	$1,982,937	$94,257	Fritz J and Dolores H Russ Holdings LLC
Russ North Valley Road LLC
Ohio University	50 University Terrace	Athens	OH	45701	Real Estate	OH	$0	$0	Fritz J and Dolores H Russ Holdings LLC
Russ Center North LLC
Ohio University	50 University Terrace	Athens	OH	45701	Real Estate	OH	$0	$0	Fritz J and Dolores H Russ Holdings LLC
Ohio University Foundation Real Estate LLC
Ohio University	50 University Terrace	Athens	OH	45701	Real Estate	OH	$166,989	$2,935,795	The Ohio University Foundation

Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp (2 entries)

Address Line1USAddress/AddressLine1Txt	Address Line2USAddress/AddressLine2Txt	CityUSAddress/CityNm	State AbbreviationUSAddress/StateAbbreviationCd	ZIPUSAddress/ZIPCd	EINEIN	Primary ActivitiesPrimaryActivitiesTxt	Legal Domicile StateLegalDomicileStateCd	Business Name Line1DirectControllingEntityName/BusinessNameLine1Txt	Controlled OrganizationControlledOrganizationInd	Exempt Code SectionExemptCodeSectionTxt	Public Charity StatusPublicCharityStatusTxt
Ohio University
Cutler Hall	Room 108	Athens	OH	45701	316402113	University	OH	NA	false
The Sugar Bush Foundation
50 University Terrace		Athens	OH	45701	204352434	Supporting Foundation	OH	The Ohio University Foundation	Yes (true)	501(c)(3)	Type I

Id Related Org Txbl Corp Tr IdRelatedOrgTxblCorpTrGrp (6 entries)

Address Line1USAddress/AddressLine1Txt	CityUSAddress/CityNm	State AbbreviationUSAddress/StateAbbreviationCd	ZIPUSAddress/ZIPCd	EINEIN	Primary ActivitiesPrimaryActivitiesTxt	Legal Domicile StateLegalDomicileStateCd	Business Name Line1DirectControllingEntityName/BusinessNameLine1Txt	Entity TypeEntityTypeTxt	Share Of Total IncomeShareOfTotalIncomeAmt	Share Of EOY AssetsShareOfEOYAssetsAmt	OwnershipOwnershipPct	Controlled OrganizationControlledOrganizationInd	Address Line2USAddress/AddressLine2Txt
Inn-Ohio of Athens Inc
331 Richland Avenue	Athens	OH	45701	311190088	Hotel/Conference	OH	NA	C Corporation	$2,968,214	$7,428,876	1	Yes (true)
Scholarship Trust Fund
OUF	Athens	OH	45701	206887884	Provide Scholarships	OH	NA	Trust				Yes (true)	PO Box 869
Charitable Remainder Trust (FL-1)
					N/A	FL	NA	Trust				Yes (true)
Charitable Remainder Trust (MD-1)
					n/a	MD	NA	Trust				Yes (true)
Charitable Remainder Trust (MO-1)
					n/a	MO	NA	Trust				Yes (true)
Charitable Remainder Trust (OH-10)
					N/A	OH	NA	Trust				Yes (true)

Field	Value	IRS element (for citing)
Receipt Of Int Annts Rnts Rylts	Yes (true)	ReceiptOfIntAnntsRntsRyltsInd
Gift Grnt Or Cap Contri To Oth Org	Yes (true)	GiftGrntOrCapContriToOthOrgInd
Gift Grnt Cap Contri From Oth Org	Yes (true)	GiftGrntCapContriFromOthOrgInd
Loans Or Guarantees To Other Org	Yes (true)	LoansOrGuaranteesToOtherOrgInd
Loans Or Guarantees From Oth Org	Yes (true)	LoansOrGuaranteesFromOthOrgInd
Div Related Organization	false	DivRelatedOrganizationInd
Asset Sale To Other Org	false	AssetSaleToOtherOrgInd
Asset Purchase From Other Org	false	AssetPurchaseFromOtherOrgInd
Asset Exchange	false	AssetExchangeInd
Rental Of Facilities To Oth Org	Yes (true)	RentalOfFacilitiesToOthOrgInd
Rental Of Fclts From Oth Org	false	RentalOfFcltsFromOthOrgInd
Perform Of Services For Oth Org	Yes (true)	PerformOfServicesForOthOrgInd
Perform Of Services By Other Org	Yes (true)	PerformOfServicesByOtherOrgInd
Sharing Of Facilities	Yes (true)	SharingOfFacilitiesInd
Paid Employees Sharing	Yes (true)	PaidEmployeesSharingInd
Reimbursement Paid To Other Org	Yes (true)	ReimbursementPaidToOtherOrgInd
Reimbursement Paid By Other Org	Yes (true)	ReimbursementPaidByOtherOrgInd
Transfer To Other Org	Yes (true)	TransferToOtherOrgInd
Transfer From Other Org	Yes (true)	TransferFromOtherOrgInd

Transactions Related Org TransactionsRelatedOrgGrp (7 entries)

Transaction TypeTransactionTypeTxt	InvolvedInvolvedAmt	Method Of Amount DeterminationMethodOfAmountDeterminationTxt
Inn-Ohio of Athens Inc
A	$12,890	FMV
OHIO UNIVERSITY
B	$38,255,455	FMV
OHIO UNIVERSITY
C	$2,598,009	FMV
The Sugar Bush Foundation
C	$302,393	Cash
Inn-Ohio of Athens Inc
D	$450,000	Cash
Ohio University
E	$2,054,624	Cash
The Sugar Bush Foundation
L	$60,479	Cash