OHIO HISTORY CONNECTION FOUNDATION: Form 990, tax year 2021

View the entire original 990 at ProPublica ↗

Organization
OHIO HISTORY CONNECTION FOUNDATION (EIN 31-1089327)
Tax period
2021-07-01 to 2022-06-30
Filed
2023-05-12
IRS object ID
202301329349307230
Schema version
2021v4.2
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)
Return2023-05-12T14:50:05-05:00ReturnTs
Tax Period End2022-06-30TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN341310124PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1REA & ASSOCIATES INCBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line15775 PERIMETER DRIVE - STE 200AddressLine1Txt
CityDUBLINCityNm
State AbbreviationOHStateAbbreviationCd
ZIP430173224ZIPCd
FieldValueIRS element (for citing)
Return Type990ReturnTypeCd
Tax Period Begin2021-07-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN311089327EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1OHIO HISTORICAL SOCIETY FOUNDATIONBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlOHIOBusinessNameControlTxt
Phone6142972300PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1800 EAST 17TH AVENUEAddressLine1Txt
CityCOLUMBUSCityNm
State AbbreviationOHStateAbbreviationCd
ZIP432112474ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonJEFFREY K WARDPersonNm
Person TitleCHIEF FINANCIAL OFFICERPersonTitleTxt
Phone6142972300PhoneNum
Signature2023-05-12SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Signing Officer SigningOfficerGrp

Person Full Name PersonFullName

FieldValueIRS element (for citing)
Person FirstJEFFREYPersonFirstNm
Person LastWARDPersonLastNm
FieldValueIRS element (for citing)
SSN999009999SSN

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonMELISSA DUNKLE CPAPreparerPersonNm
PTINP01380769PTIN
Phone6148898725PhoneNum
Preparation2023-05-04PreparationDt

Additional Filer Information AdditionalFilerInformation

Trusted Customer TrustedCustomerGrp

FieldValueIRS element (for citing)
Trusted Customer3TrustedCustomerCd
Authentication Assurance LevelAAL1AuthenticationAssuranceLevelCd
Identity Assurance LevelIAL1IdentityAssuranceLevelCd
FieldValueIRS element (for citing)
Tax2021TaxYr
Build TS2023-04-26 12:10:37ZBuildTS

Form 990 IRS990

Doing Business As Name DoingBusinessAsName

FieldValueIRS element (for citing)
Business Name Line1OHIO HISTORY CONNECTION FOUNDATIONBusinessNameLine1Txt
FieldValueIRS element (for citing)
Principal OfficerJEFFREY K WARDPrincipalOfficerNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line1800 EAST 17TH AVENUEAddressLine1Txt
CityCOLUMBUSCityNm
State AbbreviationOHStateAbbreviationCd
ZIP432112474ZIPCd
FieldValueIRS element (for citing)
Gross Receipts$2,808,622GrossReceiptsAmt
Group Return For Affiliates0GroupReturnForAffiliatesInd
Organization501c3Yes (X)Organization501c3Ind
Website AddressWWW.OHIOHISTORY.ORGWebsiteAddressTxt
Type Of Organization CorpYes (X)TypeOfOrganizationCorpInd
Formation1983FormationYr
Legal Domicile StateOHLegalDomicileStateCd
Activity Or MissionTO ASSIST THE OHIO HISTORICAL SOCIETY IN ITS FUNDRAISING ACTIVITIESActivityOrMissionDesc
Voting Members Governing Body3VotingMembersGoverningBodyCnt
Voting Members Independent3VotingMembersIndependentCnt
Total Employee0TotalEmployeeCnt
Total Volunteers0TotalVolunteersCnt
Total Gross UBI$0TotalGrossUBIAmt
Net Unrelated Bus Txbl Incm$0NetUnrelatedBusTxblIncmAmt
PY Contributions Grants$2,140,061PYContributionsGrantsAmt
CY Contributions Grants$1,714,825CYContributionsGrantsAmt
PY Program Service Revenue$0PYProgramServiceRevenueAmt
CY Program Service Revenue$0CYProgramServiceRevenueAmt
PY Investment Income$270,751PYInvestmentIncomeAmt
CY Investment Income$286,985CYInvestmentIncomeAmt
PY Other Revenue$0PYOtherRevenueAmt
CY Other Revenue$0CYOtherRevenueAmt
PY Total Revenue$2,410,812PYTotalRevenueAmt
CY Total Revenue$2,001,810CYTotalRevenueAmt
PY Grants And Similar Paid$3,219,166PYGrantsAndSimilarPaidAmt
CY Grants And Similar Paid$3,006,852CYGrantsAndSimilarPaidAmt
PY Benefits Paid To Members$0PYBenefitsPaidToMembersAmt
CY Benefits Paid To Members$0CYBenefitsPaidToMembersAmt
PY Salaries Comp Emp Bnft Paid$0PYSalariesCompEmpBnftPaidAmt
CY Salaries Comp Emp Bnft Paid$0CYSalariesCompEmpBnftPaidAmt
PY Total Prof Fndrsng Expns$0PYTotalProfFndrsngExpnsAmt
CY Total Prof Fndrsng Expns$0CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense$0CYTotalFundraisingExpenseAmt
PY Other Expenses$23,079PYOtherExpensesAmt
CY Other Expenses$25,047CYOtherExpensesAmt
PY Total Expenses$3,242,245PYTotalExpensesAmt
CY Total Expenses$3,031,899CYTotalExpensesAmt
PY Revenues Less Expenses-$831,433PYRevenuesLessExpensesAmt
CY Revenues Less Expenses-$1,030,089CYRevenuesLessExpensesAmt
Total Assets BOY$22,693,832TotalAssetsBOYAmt
Total Assets EOY$19,930,380TotalAssetsEOYAmt
Total Liabilities BOY$1,203,010TotalLiabilitiesBOYAmt
Total Liabilities EOY$1,442,058TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY$21,490,822NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY$18,488,322NetAssetsOrFundBalancesEOYAmt
MissionNONEMissionDesc
Significant New Program Srvc0SignificantNewProgramSrvcInd
Significant Change0SignificantChangeInd
Expense$3,006,852ExpenseAmt
Grant$3,006,852GrantAmt
DescTHE OHIO HISTORICAL SOCIETY FOUNDATION, BEING THE FUNDRAISING ARM OF THE OHIO HISTORICAL SOCIETY, ASSISTS THE SOCIETY IN ADDRESSING ITS MANY RESPONSIBILITIES BY SEEKING CONTRIBUTIONS AND GRANTS TO HELP MAINTAIN AND OPERATE VARIOUS HISTORICAL SITES AND MUSEUMS AND TO PROVIDE THE EDUCATION PROGRAMS WHICH EXPLAIN AND INTERPRET OHIO'S HISTORY.Desc
Total Program Service Expenses$3,006,852TotalProgramServiceExpensesAmt
Described In Section501c3Yes (1)DescribedInSection501c3Ind
Schedule B RequiredYes (1)ScheduleBRequiredInd
Political Campaign Acty0PoliticalCampaignActyInd
Lobbying Activities0LobbyingActivitiesInd
Subject To Proxy Tax0SubjectToProxyTaxInd
Donor Advised Fund0DonorAdvisedFundInd
Conservation Easements0ConservationEasementsInd
Collections Of Art0CollectionsOfArtInd
Credit Counseling0CreditCounselingInd
Donor Rstr Or Quasi EndowmentsYes (1)DonorRstrOrQuasiEndowmentsInd
Report Land Building EquipmentYes (1)ReportLandBuildingEquipmentInd
Report Investments Other Sec0ReportInvestmentsOtherSecInd
Report Program Related Invst0ReportProgramRelatedInvstInd
Report Other Assets0ReportOtherAssetsInd
Report Other Liabilities0ReportOtherLiabilitiesInd
Include FIN48 FootnoteYes (1)IncludeFIN48FootnoteInd
Independent Audit Fincl Stmt0IndependentAuditFinclStmtInd
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 OrganizationsYes (1)GrantsToOrganizationsInd
Grants To Individuals0GrantsToIndividualsInd
Schedule J RequiredYes (1)ScheduleJRequiredInd
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 Contri0DeductibleNonCashContriInd
Deductible Art Contribution0DeductibleArtContributionInd
Terminate Operations0TerminateOperationsInd
Partial Liquidation0PartialLiquidationInd
Disregarded Entity0DisregardedEntityInd
Related EntityYes (1)RelatedEntityInd
Related Organization Ctrl Ent0RelatedOrganizationCtrlEntInd
Trnsfr Exmpt Non Chrtbl Rltd OrgYes (1)TrnsfrExmptNonChrtblRltdOrgInd
Activities Conducted Prtshp0ActivitiesConductedPrtshpInd
Schedule O RequiredYes (1)ScheduleORequiredInd
IRP Document0IRPDocumentCnt
IRP Document W2 G0IRPDocumentW2GCnt
Backup Wthld ComplianceYes (1)BackupWthldComplianceInd
Employee0EmployeeCnt
Unrelated Bus Incm Over Limit0UnrelatedBusIncmOverLimitInd
Foreign Financial Account0ForeignFinancialAccountInd
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTransInd
Taxable Party Notification0TaxablePartyNotificationInd
Nondeductible Contributions0NondeductibleContributionsInd
Quid Pro Quo Contributions0QuidProQuoContributionsInd
Form8282 Property Disposed Of0Form8282PropertyDisposedOfInd
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 Members3GoverningBodyVotingMembersCnt
Independent Voting Member3IndependentVotingMemberCnt
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 Other0CompensationProcessOtherInd
Investment In Joint Venture0InvestmentInJointVentureInd
States Where Copy Of Return Is FldOHStatesWhereCopyOfReturnIsFldCd
Upon RequestYes (X)UponRequestInd

Books In Care Of Detail BooksInCareOfDetail

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1JEFFREY K WARDBusinessNameLine1Txt
FieldValueIRS element (for citing)
Phone6142972300PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1800 EAST 17TH AVENUEAddressLine1Txt
CityCOLUMBUSCityNm
State AbbreviationOHStateAbbreviationCd
ZIP432112474ZIPCd

Form990 Part VII Section A Form990PartVIISectionAGrp (4 entries)

TitleTitleTxtAverage Hours Per WeekAverageHoursPerWeekRtIndividual Trustee Or DirectorIndividualTrusteeOrDirectorIndOfficerOfficerIndReportable Comp From OrgReportableCompFromOrgAmtReportable Comp From Rltd OrgReportableCompFromRltdOrgAmtOther CompensationOtherCompensationAmt
JEFFREY K WARD
CHIEF FINANCIAL OFFICER40.00Yes (X)Yes (X)$147,133$0$20,613
SUHAS KAKDE
CHAIR1.00Yes (X)Yes (X)$0$0$0
ROBERT ROACH
VICE-CHAIR1.00Yes (X)Yes (X)$0$0$0
JON ELSASSER
SECRETARY/TREASURER1.00Yes (X)Yes (X)$0$0$0
FieldValueIRS element (for citing)
Total Reportable Comp From Org$147,133TotalReportableCompFromOrgAmt
Tot Reportable Comp Rltd Org$0TotReportableCompRltdOrgAmt
Total Other Compensation$20,613TotalOtherCompensationAmt
Indiv Rcvd Greater Than100 K1IndivRcvdGreaterThan100KCnt
Former Ofcr Employees Listed0FormerOfcrEmployeesListedInd
Total Comp Greater Than150 KYes (1)TotalCompGreaterThan150KInd
Compensation From Other SrcsYes (1)CompensationFromOtherSrcsInd
Cntrct Rcvd Greater Than100 K0CntrctRcvdGreaterThan100KCnt
All Other Contributions$1,714,825AllOtherContributionsAmt
Total Contributions$1,714,825TotalContributionsAmt

Investment Income InvestmentIncomeGrp

FieldValueIRS element (for citing)
Total Revenue Column$263,047TotalRevenueColumnAmt
Exclusion$263,047ExclusionAmt

Gross Amount Sales Assets GrossAmountSalesAssetsGrp

FieldValueIRS element (for citing)
Securities$830,750SecuritiesAmt

Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp

FieldValueIRS element (for citing)
Securities$806,812SecuritiesAmt

Gain Or Loss GainOrLossGrp

FieldValueIRS element (for citing)
Securities$23,938SecuritiesAmt

Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp

FieldValueIRS element (for citing)
Total Revenue Column$23,938TotalRevenueColumnAmt
Exclusion$23,938ExclusionAmt

Total Revenue TotalRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$2,001,810TotalRevenueColumnAmt
Related Or Exempt Func Income$0RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue$0UnrelatedBusinessRevenueAmt
Exclusion$286,985ExclusionAmt

Grants To Domestic Orgs GrantsToDomesticOrgsGrp

FieldValueIRS element (for citing)
Total$3,006,852TotalAmt
Program Services$3,006,852ProgramServicesAmt

Fees For Services Other FeesForServicesOtherGrp

FieldValueIRS element (for citing)
Total$20,000TotalAmt
Management And General$20,000ManagementAndGeneralAmt

Other Expenses OtherExpensesGrp (3 entries)

DescDescTotalTotalAmtManagement And GeneralManagementAndGeneralAmt
WRITE OFF$2,670$2,670
BANK FEES$2,177$2,177
OTHER$200$200

Total Functional Expenses TotalFunctionalExpensesGrp

FieldValueIRS element (for citing)
Total$3,031,899TotalAmt
Program Services$3,006,852ProgramServicesAmt
Management And General$25,047ManagementAndGeneralAmt
Fundraising$0FundraisingAmt

Cash Non Interest Bearing CashNonInterestBearingGrp

FieldValueIRS element (for citing)
BOY$141,235BOYAmt
EOY$269,950EOYAmt

Savings And Temp Cash Invst SavingsAndTempCashInvstGrp

FieldValueIRS element (for citing)
BOY$2,112,709BOYAmt
EOY$2,111,954EOYAmt

Pledges And Grants Receivable PledgesAndGrantsReceivableGrp

FieldValueIRS element (for citing)
BOY$994,671BOYAmt
EOY$795,986EOYAmt

Accounts Receivable AccountsReceivableGrp

FieldValueIRS element (for citing)
BOY$3,838,155BOYAmt
EOY$3,924,650EOYAmt

Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp

FieldValueIRS element (for citing)
BOY$34,274BOYAmt
EOY$34,274EOYAmt
FieldValueIRS element (for citing)
Land Bldg Equip Cost Or Other Bss$116,000LandBldgEquipCostOrOtherBssAmt

Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp

FieldValueIRS element (for citing)
BOY$116,000BOYAmt
EOY$116,000EOYAmt

Investments Pub Traded Sec InvestmentsPubTradedSecGrp

FieldValueIRS element (for citing)
BOY$15,456,788BOYAmt
EOY$12,677,566EOYAmt

Total Assets TotalAssetsGrp

FieldValueIRS element (for citing)
BOY$22,693,832BOYAmt
EOY$19,930,380EOYAmt

Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp

FieldValueIRS element (for citing)
BOY$665,148BOYAmt
EOY$1,100,472EOYAmt

Mortg Notes Pybl Scrd Invst Prop MortgNotesPyblScrdInvstPropGrp

FieldValueIRS element (for citing)
BOY$537,862BOYAmt
EOY$341,586EOYAmt

Total Liabilities TotalLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$1,203,010BOYAmt
EOY$1,442,058EOYAmt
FieldValueIRS element (for citing)
Organization Follows FASB117Yes (X)OrganizationFollowsFASB117Ind

No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp

FieldValueIRS element (for citing)
BOY$3,174,852BOYAmt
EOY$2,116,771EOYAmt

Donor Restriction Net Assets DonorRestrictionNetAssetsGrp

FieldValueIRS element (for citing)
BOY$18,315,970BOYAmt
EOY$16,371,551EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$21,490,822BOYAmt
EOY$18,488,322EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$22,693,832BOYAmt
EOY$19,930,380EOYAmt
FieldValueIRS element (for citing)
Reconcilation Revenue Expnss-$1,030,089ReconcilationRevenueExpnssAmt
Net Unrlzd Gains Losses Invst-$1,972,411NetUnrlzdGainsLossesInvstAmt
Other Changes In Net Assets$0OtherChangesInNetAssetsAmt
Info In Schedule O Part XIIYes (X)InfoInScheduleOPartXIIInd
Method Of Accounting AccrualYes (X)MethodOfAccountingAccrualInd
Accountant Compile Or Review0AccountantCompileOrReviewInd
FS AuditedYes (1)FSAuditedInd

FS Audited Basis FSAuditedBasisGrp

FieldValueIRS element (for citing)
Consolidated Basis Fincl StmtYes (X)ConsolidatedBasisFinclStmtInd
FieldValueIRS element (for citing)
Audit CommitteeYes (1)AuditCommitteeInd
Federal Grant Audit Required0FederalGrantAuditRequiredInd

Schedule A IRS990ScheduleA

FieldValueIRS element (for citing)
Supporting Organization509a3Yes (X)SupportingOrganization509a3Ind
Supporting Org Type1Yes (X)SupportingOrgType1Ind
Supported Organizations1SupportedOrganizationsCnt

Supported Org Information SupportedOrgInformationGrp

Supported Organization Name SupportedOrganizationName

FieldValueIRS element (for citing)
Business Name Line1OHIO HISTORICAL SOCIETYBusinessNameLine1Txt
FieldValueIRS element (for citing)
EIN314389673EIN
Organization Type10OrganizationTypeCd
Governing Document ListedYes (1)GoverningDocumentListedInd
Support$3,006,852SupportAmt
Other Support$0OtherSupportAmt
FieldValueIRS element (for citing)
Supported Organizations Total1SupportedOrganizationsTotalCnt
Support Sum$3,006,852SupportSumAmt
Other Support Sum$0OtherSupportSumAmt

Form990 Sch A Supporting Org Form990SchASupportingOrgGrp

FieldValueIRS element (for citing)
Listed By Name Governing DocYes (1)ListedByNameGoverningDocInd
Suprt Org No IRS Determination0SuprtOrgNoIRSDeterminationInd
Supported Org Section C4560SupportedOrgSectionC456Ind
Supported Org Not Organized US0SupportedOrgNotOrganizedUSInd
Organization Change Suprt Org0OrganizationChangeSuprtOrgInd
Support Non Supported Org0SupportNonSupportedOrgInd
Payment Substantial Contribtr0PaymentSubstantialContribtrInd
Loan Disqualified Person0LoanDisqualifiedPersonInd
Controlled Disqualified Prsn0ControlledDisqualifiedPrsnInd
Disqualified Prsn Controll Int0DisqualifiedPrsnControllIntInd
Disqualified Prsn Ownr Int0DisqualifiedPrsnOwnrIntInd
Excess Business Holdings Rules0ExcessBusinessHoldingsRulesInd
Contribution Controller0ContributionControllerInd
Contribution Family0ContributionFamilyInd
Contribution35 Controlled0Contribution35ControlledInd

Form990 Sch A Type1 Suprt Org Form990SchAType1SuprtOrgGrp

FieldValueIRS element (for citing)
Power Appoint Majority Dir TrstYes (1)PowerAppointMajorityDirTrstInd
Operate Benefit Non Suprt Org0OperateBenefitNonSuprtOrgInd

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)
Incl Escrow Custodial Acct Liab0InclEscrowCustodialAcctLiabInd

CY Endwmt Fund CYEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$12,069,754BeginningYearBalanceAmt
Contributions$16,438ContributionsAmt
Investment Earnings Or Losses-$1,443,037InvestmentEarningsOrLossesAmt
Other Expenditures$214,584OtherExpendituresAmt
End Year Balance$10,428,571EndYearBalanceAmt

CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$9,518,294BeginningYearBalanceAmt
Contributions-$121,645ContributionsAmt
Investment Earnings Or Losses$2,691,225InvestmentEarningsOrLossesAmt
Other Expenditures$18,120OtherExpendituresAmt
End Year Balance$12,069,754EndYearBalanceAmt

CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$8,652,058BeginningYearBalanceAmt
Contributions$373,476ContributionsAmt
Investment Earnings Or Losses$508,567InvestmentEarningsOrLossesAmt
Other Expenditures$15,807OtherExpendituresAmt
End Year Balance$9,518,294EndYearBalanceAmt

CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$8,505,692BeginningYearBalanceAmt
Contributions$159,007ContributionsAmt
Investment Earnings Or Losses$651,164InvestmentEarningsOrLossesAmt
Other Expenditures$663,805OtherExpendituresAmt
End Year Balance$8,652,058EndYearBalanceAmt

CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$9,947,222BeginningYearBalanceAmt
Contributions$522,825ContributionsAmt
Investment Earnings Or Losses$287,545InvestmentEarningsOrLossesAmt
Other Expenditures$2,251,900OtherExpendituresAmt
End Year Balance$8,505,692EndYearBalanceAmt
FieldValueIRS element (for citing)
Board Designated Balance EOY0.55078BoardDesignatedBalanceEOYPct
Prmnnt Endowment Balance EOY0.44922PrmnntEndowmentBalanceEOYPct
Endowments Held Unrelated Org0EndowmentsHeldUnrelatedOrgInd
Endowments Held Related Org0EndowmentsHeldRelatedOrgInd

Land LandGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$116,000OtherCostOrOtherBasisAmt
Book Value$116,000BookValueAmt
FieldValueIRS element (for citing)
Total Book Value Land Buildings$116,000TotalBookValueLandBuildingsAmt
Footnote TextYes (X)FootnoteTextInd

Supplemental Information Detail SupplementalInformationDetail (3 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
PART X, LINE 2:"INCOME TAXES; THE ORGANIZATION IS EXEMPT FROM FEDERAL INCOME TAXES UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE. HOWEVER, CERTAIN BUSINESS ACTIVITIES OF THE ORGANIZATION MAY BE SUBJECT TO FEDERAL INCOME TAXES. NO PROVISION FOR FEDERAL TAXES WAS NECESSARY FOR THE YEARS ENDED JUNE 30, 2022 AND 2021. GENERALLY ACCEPTED ACCOUNTING PRINCIPLES REQUIRE THE ORGANIZATION TO EVALUATE THE LEVEL OF UNCERTAINTY RELATED TO WHETHER TAX POSITIONS TAKEN WILL BE SUSTAINED UPON EXAMINATION. ANY POSITIONS TAKEN THAT DO NOT MEET THE MORE-LIKELY-THAN-NOT THRESHOLD MUST BE QUANTIFIED AND RECORDED AS LIABILITY FOR UNRECOGNIZED TAX BENEFITS IN THE ACCOMPANYING STATEMENTS OF FINANCIAL POSITION ALONG WITH ANY ASSOCIATED INTEREST AND PENALTIES THAT WOULD BE PAYABLE TO THE TAXING AUTHORITIES UPON EXAMINATION. MANAGEMENT BELIEVES THAT NONE OF THE TAX POSITIONS TAKEN WOULD MATERIALLY IMPACT THE FINANCIAL STATEMENTS AND NO SUCH LIABILITIES HAVE BEEN RECORDED. WITH FEW EXCEPTIONS, THE ORGANIZATION IS NO LONGER SUBJECT TO INCOME TAX EXAMINATIONS BY THE U.S. FEDERAL, STATE OR LOCAL AUTHORITIES FOR THE YEARS ENDED JUNE 30, 2015 AND PRIOR."
PART III LINE 1A:THE OHIO HISTORICAL SOCIETY FOUNDATION DOES NOT MAINTAIN COLLECTIONS OF ART, HISTORICAL TREASURES AND SIMILAR ASSETS. ALL SUCH COLLECTIONS ARE MAINTAINED BY THE OHIO HISTORICAL SOCIETY, INC. THE FOLLOWING IS A DESCRIPTION OF THE FOOTNOTE FROM THE CONSOLIDATED FINANCIAL STATEMENTS FOR THE OHIO HISTORICAL SOCIETY FOUNDATION AND THE OHIO HISTORICAL SOCIETY, INC: "HISTORIC COLLECTIONS, EXHIBITS AND PROPERTIES: THE ORGANIZATION DOES NOT CAPITALIZE ITS ARTIFACTS AND COLLECTIONS. THE ORGANIZATION'S HISTORICAL COLLECTIONS CONSIST OF APPROXIMATELY 1,900,000 ARTIFACTS AND PROPERTIES DIVIDED INTO THREE BROAD CATEGORIES: ARCHAEOLOGY, NATURAL HISTORY, AND HISTORY. THE ARCHAEOLOGICAL COLLECTIONS CONTAINS OBJECTS FORM ALL PREHISTORIC CULTURES IN THE MIDWEST. THE NATURAL HISTORY COLLECTIONS PRESERVE REPRESENTATIVE SPECIMENS OF MINERAL, FLORA, FAUNA AND FOSSILS FROM THE REGION THAT IS NOW OHIO. THE HISTORY COLLECTION DOCUMENTS, THE PEOPLE, EVENTS AND ACTIVITIES OF OHIO'S HISTORIC PERIOD FROM 1650 TO THE PRESENT. THE LIBRARY CONTAINS ONE OF THE LARGEST COLLECTIONS OF OHIO-RELATED RECORDS, NEWSPAPERS, PHOTOGRAPHS, FILMS, VIDEOS AND RECORDINGS. THE ORGANIZATION HAS A FORMAL COLLECTION POLICY THAT ADDRESSES THE ACQUISITION, USE AND DISPOSITION OF OBJECTS AS WELL AS GUIDELINES FOR MAKING AND RECEIVING LOANS. THE ORGANIZATION HAD NO MATERIAL DEACCESSIONS DURING THE YEARS ENDED JUNE 30, 2021 AND 2020."
PART V LINE 4:THE OHIO HISTORICAL SOCIETY FOUNDATION HAS THREE TYPES OF ENDOWMENTS. THESE INCLUDE THE ENDOWMENT FUND AND THE QUASI-ENDOWMENT WHICH ARE THEN TRACKED IN FURTHER DETAIL ON THE ORGANIZATION'S BOOKS. THE PERMANENT ENDOWMENT FUNDS ARE INTENDED TO PROVIDE FOR LONG-TERM NEEDS AND REQUIREMENTS OF THE OHIO HISTORICAL SOCIETY BY PROVIDING A REASONABLE STABLE AND PREDICTABLE FLOW OF FUNDS FROM THE ENDOWMENT TO SUPPORT THE OHIO HISTORICAL SOCIETY'S ANNUAL OPERATING BUDGET. IT IS ALSO THE INTENTION THAT THERE IS NO EROSION OF THE PRINCIPAL OF THE ENDOWMENT FUND. THE QUASI-ENDOWMENT FUNDS CONSIST OF THE FOLLOWING FUNDS; MABRY, MUSEUM COLLECTIONS, FRIENDS OF OHIO HISTORY ENDOWMENT, AND WILLIAM LAIDLAW MEMORIAL QUASI-ENDOWMENT. THE MABRY FUND CONSISTS OF A SIGNIFICANT AMOUNT OF UNRESTRICTED ESTATE FUNDS THAT WERE RECEIVED OVER MULTIPLE YEARS. THE TEMPORARILY RESTRICTED ENDOWMENTS CONSIST OF RESTRICTED FUNDS DESIGNATED BY DONORS FOR EITHER SPECIFIC SITE LOCATIONS OR SPECIFIC OPERATION EXPENSES.

Schedule I IRS990ScheduleI

FieldValueIRS element (for citing)
Grant Records MaintainedYes (1)GrantRecordsMaintainedInd

Recipient Table RecipientTable

Recipient Business Name RecipientBusinessName

FieldValueIRS element (for citing)
Business Name Line1OHIO HISTORICAL SOCIETYBusinessNameLine1Txt

US Address USAddress

FieldValueIRS element (for citing)
Address Line1800 EAST 17TH AVEAddressLine1Txt
CityCOLUMBUSCityNm
State AbbreviationOHStateAbbreviationCd
ZIP43211ZIPCd
FieldValueIRS element (for citing)
Recipient EIN314389673RecipientEIN
IRC Section501(C)(3)IRCSectionDesc
Cash Grant$3,006,852CashGrantAmt
Non Cash Assistance$0NonCashAssistanceAmt
Purpose Of GrantTHE GRANT AWARDED TO THE OHIO HISTORICAL SOCIETY, INC. IS FOR THE SUPPORT OF THE PROGRAMS AND MISSION OF THE OHIO HISTORICAL SOCIETY, INC.PurposeOfGrantTxt

Schedule J IRS990ScheduleJ

FieldValueIRS element (for citing)
Substantiation RequiredYes (1)SubstantiationRequiredInd
Severance Payment0SeverancePaymentInd
Supplemental Nonqual Rtr Plan0SupplementalNonqualRtrPlanInd
Equity Based Comp Arrngm0EquityBasedCompArrngmInd
Comp Based On Revenue Of Flng Org0CompBasedOnRevenueOfFlngOrgInd
Comp Bsd On Rev Related Orgs0CompBsdOnRevRelatedOrgsInd
Comp Bsd Net Earns Flng Org0CompBsdNetEarnsFlngOrgInd
Comp Bsd Net Earns Rltd Orgs0CompBsdNetEarnsRltdOrgsInd
Any Non Fixed Payments0AnyNonFixedPaymentsInd
Initial Contract Exception0InitialContractExceptionInd

Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp

FieldValueIRS element (for citing)
PersonJEFFREY K WARDPersonNm
TitleCHIEF FINANCIAL OFFICERTitleTxt
Base Compensation Filing Org$147,133BaseCompensationFilingOrgAmt
Compensation Based On Rltd Orgs$0CompensationBasedOnRltdOrgsAmt
Bonus Filing Organization$0BonusFilingOrganizationAmount
Bonus Related Organizations$0BonusRelatedOrganizationsAmt
Other Compensation Filing Org$0OtherCompensationFilingOrgAmt
Other Compensation Rltd Orgs$0OtherCompensationRltdOrgsAmt
Deferred Compensation Flng Org$19,762DeferredCompensationFlngOrgAmt
Deferred Comp Rltd Orgs$0DeferredCompRltdOrgsAmt
Nontaxable Benefits Filing Org$851NontaxableBenefitsFilingOrgAmt
Nontaxable Benefits Rltd Orgs$0NontaxableBenefitsRltdOrgsAmt
Total Compensation Filing Org$167,746TotalCompensationFilingOrgAmt
Total Compensation Rltd Orgs$0TotalCompensationRltdOrgsAmt
Comp Report Prior990 Filing Org$0CompReportPrior990FilingOrgAmt
Comp Report Prior990 Rltd Orgs$0CompReportPrior990RltdOrgsAmt

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferencePART II LINE 1FormAndLineReferenceDesc
ExplanationTHE OHIO HISTORICAL SOCIETY FOUNDATION DOES NOT COMPENSATE ANY OFFICERS, DIRECTORS OR OTHER EMPLOYEES. OFFICERS, DIRECTORS AND OTHER EMPLOYEES ARE COMPENSATED THROUGH THE RELATED ORGANIZATIONS, THE OHIO HISTORICAL SOCIETY.ExplanationTxt

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (5 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
FORM 990, PART VI, SECTION B, LINE 11BTHE FORM 990 IS PREPARED BY AN OUTSIDE ACCOUNTING FIRM, THEN REVIEWED INTERNALLY BY THE TRUSTEESHIP AND GOVERNANCE COMMITTEE AND UPPER MANAGEMENT. A COPY OF THE FORM 990 IS PROVIDED TO THE BOARD OF TRUSTEES FOR REVIEW PRIOR TO BEING FILED.
FORM 990, PART VI, SECTION B, LINE 12CTHE ORGANIZATION ANNUALLY DISTRIBUTES THE CONFLICT OF INTEREST POLICY TO ALL OFFICERS, DIRECTORS, TRUSTEES AND KEY EMPLOYEES AND REVIEWS THE CONFLICT OF INTEREST POLICY WITH THESE INDIVIDUALS ANNUALLY. EACH INDIVIDUAL IS REQUIRED TO MAINTAIN THE HIGHEST STANDARDS, BY PROMPT DISCLOSURE, OR SUBMISSION FOR REVIEW, OR ANY SITUATION OR CIRCUMSTANCE, WHETHER OF NOT COVERED BY THE CODE OF ETHICS, THAT COULD DEVELOP INTO A POSSIBLE CONFLICT OF INTEREST OR MIGHT BE INCONSISTENT WITH THE PHILOSOPHY AND PRINCIPLES OF THE CODE OF ETHICS.
FORM 990, PART VI, SECTION B, LINE 15THE OHIO HISTORICAL SOCIETY FOUNDATION DOES NOT COMPENSATE ANY OFFICERS, DIRECTORS, OR OTHER EMPLOYEES. THEREFORE, A PROCESS FOR DETERMINING COMPENSATION OF OFFICERS, DIRECTORS, TRUSTEES, OR KEY EMPLOYEES IS NOT REQUIRED.
FORM 990, PART VI, SECTION C, LINE 19THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST.
FORM 990 PART XII, LINE 2CTHE ORGANIZATION HAS NOT CHANGED ITS PROCESS FROM PRIOR YEARS.

Schedule R IRS990ScheduleR

Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp

Disregarded Entity Name DisregardedEntityName

FieldValueIRS element (for citing)
Business Name Line1OHIO HISTORICAL SOCIETYBusinessNameLine1Txt

US Address USAddress

FieldValueIRS element (for citing)
Address Line1800 EAST 17TH AVEAddressLine1Txt
CityCOLUMBUSCityNm
State AbbreviationOHStateAbbreviationCd
ZIP43211ZIPCd
FieldValueIRS element (for citing)
EIN314389673EIN
Primary ActivitiesIDENTIFY, AUTHENTICATE, COLLECT, PRESERVE, AND INTERPRET OHIO'S HISTORY.PrimaryActivitiesTxt
Legal Domicile StateOHLegalDomicileStateCd
Exempt Code Section501(C)(3)ExemptCodeSectionTxt
Public Charity Status170(B)(1)(A)(VI)PublicCharityStatusTxt
Direct Controlling NAN/ADirectControllingNACd
Controlled Organization0ControlledOrganizationInd
FieldValueIRS element (for citing)
Receipt Of Int Annts Rnts Rylts0ReceiptOfIntAnntsRntsRyltsInd
Gift Grnt Or Cap Contri To Oth Org0GiftGrntOrCapContriToOthOrgInd
Gift Grnt Cap Contri From Oth OrgYes (1)GiftGrntCapContriFromOthOrgInd
Loans Or Guarantees To Other Org0LoansOrGuaranteesToOtherOrgInd
Loans Or Guarantees From Oth Org0LoansOrGuaranteesFromOthOrgInd
Div Related Organization0DivRelatedOrganizationInd
Asset Sale To Other Org0AssetSaleToOtherOrgInd
Asset Purchase From Other Org0AssetPurchaseFromOtherOrgInd
Asset Exchange0AssetExchangeInd
Rental Of Facilities To Oth Org0RentalOfFacilitiesToOthOrgInd
Rental Of Fclts From Oth Org0RentalOfFcltsFromOthOrgInd
Perform Of Services For Oth Org0PerformOfServicesForOthOrgInd
Perform Of Services By Other Org0PerformOfServicesByOtherOrgInd
Sharing Of Facilities0SharingOfFacilitiesInd
Paid Employees Sharing0PaidEmployeesSharingInd
Reimbursement Paid To Other Org0ReimbursementPaidToOtherOrgInd
Reimbursement Paid By Other Org0ReimbursementPaidByOtherOrgInd
Transfer To Other Org0TransferToOtherOrgInd
Transfer From Other Org0TransferFromOtherOrgInd

Transactions Related Org TransactionsRelatedOrgGrp

Other Organization Name OtherOrganizationName

FieldValueIRS element (for citing)
Business Name Line1OHIO HISTORICAL SOCIETYBusinessNameLine1Txt
FieldValueIRS element (for citing)
Transaction TypeCTransactionTypeTxt
Involved$3,006,852InvolvedAmt
Method Of Amount DeterminationFMVMethodOfAmountDeterminationTxt

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