OHIO UNIVERSITY FOUNDATION: Form 990, tax year 2019

View the entire original 990 at ProPublica ↗

Organization: OHIO UNIVERSITY FOUNDATION (EIN 31-6402269)
Tax period: 2019-07-01 to 2020-06-30
Filed: 2021-05-12
IRS object ID: 202121329349303757
Schema version: 2019v5.0
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 M
Schedule O
Schedule R

Return header ReturnHeader

Field	Value	IRS element (for citing)
Return	2021-05-12T16:00:40-05:00	ReturnTs
Tax Period End	2020-06-30	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	9600 Brownsboro Road Suite 400	AddressLine1Txt
City	Louisville	CityNm
State Abbreviation	KY	StateAbbreviationCd
ZIP	402411122	ZIPCd

Field	Value	IRS element (for citing)
Return Type	990	ReturnTypeCd
Tax Period Begin	2019-07-01	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	Deborah J Shaffer	PersonNm
Person Title	Treasurer	PersonTitleTxt
Signature	2021-05-12	SignatureDt
Discuss With Paid Preparer	Yes (true)	DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

Field	Value	IRS element (for citing)
Preparer Person	Kim Scifres	PreparerPersonNm
PTIN	P01316095	PTIN
Phone	5023263996	PhoneNum

Field	Value	IRS element (for citing)
Tax	2019	TaxYr
Build TS	2022-09-23 18:48:47Z	BuildTS

Form 990 IRS990

Principal Ofcr Business Name PrincipalOfcrBusinessName

Field	Value	IRS element (for citing)
Business Name Line1	Nico Karagosian	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	$296,176,195	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	41	VotingMembersGoverningBodyCnt
Voting Members Independent	38	VotingMembersIndependentCnt
Total Employee	122	TotalEmployeeCnt
Total Volunteers	625	TotalVolunteersCnt
Total Gross UBI	$22,084	TotalGrossUBIAmt
Net Unrelated Bus Txbl Incm	$0	NetUnrelatedBusTxblIncmAmt
PY Contributions Grants	$27,740,960	PYContributionsGrantsAmt
CY Contributions Grants	$24,243,167	CYContributionsGrantsAmt
CY Program Service Revenue	$0	CYProgramServiceRevenueAmt
PY Investment Income	$14,518,977	PYInvestmentIncomeAmt
CY Investment Income	$6,474,244	CYInvestmentIncomeAmt
PY Other Revenue	$55,360	PYOtherRevenueAmt
CY Other Revenue	-$183,301	CYOtherRevenueAmt
PY Total Revenue	$42,315,297	PYTotalRevenueAmt
CY Total Revenue	$30,534,110	CYTotalRevenueAmt
PY Grants And Similar Paid	$23,158,783	PYGrantsAndSimilarPaidAmt
CY Grants And Similar Paid	$19,741,251	CYGrantsAndSimilarPaidAmt
CY Benefits Paid To Members	$0	CYBenefitsPaidToMembersAmt
PY Salaries Comp Emp Bnft Paid	$9,862,216	PYSalariesCompEmpBnftPaidAmt
CY Salaries Comp Emp Bnft Paid	$10,515,134	CYSalariesCompEmpBnftPaidAmt
PY Total Prof Fndrsng Expns	$254,271	PYTotalProfFndrsngExpnsAmt
CY Total Prof Fndrsng Expns	$290,786	CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense	$10,933,220	CYTotalFundraisingExpenseAmt
PY Other Expenses	$7,828,346	PYOtherExpensesAmt
CY Other Expenses	$6,505,456	CYOtherExpensesAmt
PY Total Expenses	$41,103,616	PYTotalExpensesAmt
CY Total Expenses	$37,052,627	CYTotalExpensesAmt
PY Revenues Less Expenses	$1,211,681	PYRevenuesLessExpensesAmt
CY Revenues Less Expenses	-$6,518,517	CYRevenuesLessExpensesAmt
Total Assets BOY	$566,584,572	TotalAssetsBOYAmt
Total Assets EOY	$564,704,219	TotalAssetsEOYAmt
Total Liabilities BOY	$9,365,076	TotalLiabilitiesBOYAmt
Total Liabilities EOY	$9,790,007	TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY	$557,219,496	NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY	$554,914,212	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 2020 The Ohio University Foundation received thousands of gifts totaling approximately of $19 million.	MissionDesc
Significant New Program Srvc	false	SignificantNewProgramSrvcInd
Significant Change	false	SignificantChangeInd
Expense	$22,194,941	ExpenseAmt
Grant	$19,741,251	GrantAmt
Revenue	$424,157	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 2020, The Ohio University Foundation provided $6.7 million in support for instruction and research, $7.8 million in student aid, and $5.3 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 and merit-based scholarships. Significant gifts were received during fiscal 2020 for the colleges of arts and sciences, business, engineering and osteopathic medicine, as well as for student financial aid, intercollegiate athletics and many other areas.	Desc
Total Program Service Expenses	$22,194,941	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	false	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	false	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	266	IRPDocumentCnt
IRP Document W2 G	0	IRPDocumentW2GCnt
Backup Wthld Compliance	Yes (true)	BackupWthldComplianceInd
Employee	122	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	Yes (true)	ForeignFinancialAccountInd
Foreign Country	CJ	ForeignCountryCd
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	41	GoverningBodyVotingMembersCnt
Independent Voting Member	38	IndependentVotingMemberCnt
Family Or Business Rln	false	FamilyOrBusinessRlnInd
Delegation Of Mgmt Duties	false	DelegationOfMgmtDutiesInd
Change To Org Documents	false	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	Yes (true)	CompensationProcessCEOInd
Compensation Process Other	Yes (true)	CompensationProcessOtherInd
Investment In Joint Venture	false	InvestmentInJointVentureInd
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	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 (48 entries)

TitleTitleTxt	Average Hours Per WeekAverageHoursPerWeekRt	Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd	OfficerOfficerInd	Reportable Comp From OrgReportableCompFromOrgAmt	Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt	Other CompensationOtherCompensationAmt	Average Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRt	Key EmployeeKeyEmployeeInd	Highest Compensated EmployeeHighestCompensatedEmployeeInd
Beverly Jones
Secretary	1.0	Yes (X)	Yes (X)	$0	$0	$0
Deborah Shaffer
Treasurer & CFO	4.0	Yes (X)	Yes (X)	$0	$313,993	$96,662	36.0
I Robert Rudy
Vice Chair	4.0	Yes (X)	Yes (X)	$0	$0	$0
Janice Scites
Vice Chair	1.0	Yes (X)	Yes (X)	$0	$0	$0
Nico Karagosian
President & CEO	40.0	Yes (X)	Yes (X)	$335,577	$0	$65,060
Perry Sook
Chair	4.0	Yes (X)	Yes (X)	$0	$0	$0
Ann Wagner Hill
Trustee	1.0	Yes (X)		$0	$0	$0
Cary Cooper
Trustee	1.0	Yes (X)		$0	$0	$0
Charles Ciuni
Trustee	1.0	Yes (X)		$0	$0	$0
Cynthia Calhoun
Trustee	1.0	Yes (X)		$0	$0	$0
Daryl Sybert
Trustee	1.0	Yes (X)		$0	$0	$0
David Abram
Trustee	1.0	Yes (X)		$0	$0	$0
David Levy
Trustee	1.0	Yes (X)		$0	$0	$0
David Wolfort
Trustee	1.0	Yes (X)		$0	$0	$0
Dennis Minichello
Trustee	1.0	Yes (X)		$0	$0	$0
Dick Dickerson
Trustee	1.0	Yes (X)		$0	$0	$0
Donny Harrison
Trustee	1.0	Yes (X)		$0	$0	$0
Eric Peterson
Trustee	1.0	Yes (X)		$0	$0	$0
Frank Stevens
Trustee	1.0	Yes (X)		$0	$0	$0
Gregory Hill
Trustee	1.0	Yes (X)		$0	$0	$0
Jacqueline Reau
Trustee	1.0	Yes (X)		$0	$0	$0
James Edwards
Trustee	1.0	Yes (X)		$0	$0	$0
Janis Jones
Trustee	1.0	Yes (X)		$0	$0	$0
Jeffrey Laturell
Trustee	1.0	Yes (X)		$0	$0	$0
Jeffrey Loewy
Trustee	1.0	Yes (X)		$0	$0	$0
M Duane Nellis
Trustee	8.0	Yes (X)		$0	$643,423	$105,021	32.0
Mark Arnold
Trustee	1.0	Yes (X)		$0	$0	$0
Melissa Wervey Arnold
Trustee	1.0	Yes (X)		$0	$0	$0
Norman DeWire
Trustee	1.0	Yes (X)		$0	$0	$0
Paul Gydosh
Trustee	1.0	Yes (X)		$0	$0	$0
Peggy Viehweger
Trustee	1.0	Yes (X)		$0	$0	$0
R Scott Durcanin
Trustee	1.0	Yes (X)		$0	$0	$0
Robert Wolfinger
Trustee	1.0	Yes (X)		$0	$0	$0
Robin Smith
Trustee	1.0	Yes (X)		$0	$0	$0
Sandra Anderson
Trustee	4.0	Yes (X)		$0	$0	$0
Susan Weiss Mulgrew
Trustee	1.0	Yes (X)		$0	$0	$0
Thomas Anderson
Trustee	1.0	Yes (X)		$0	$0	$0
Thomas Kostohryz
Trustee	1.0	Yes (X)		$0	$0	$0
Thomas Weihe
Trustee	1.0	Yes (X)		$0	$0	$0
William Ball
Trustee	1.0	Yes (X)		$0	$0	$0
William Hilyard
Trustee	1.0	Yes (X)		$0	$0	$0
Major Alston
Senior Associate VP of Development and Campaign Director	40.0			$178,580	$0	$58,364		Yes (X)
Mei Wei
Dean, Russ College of Engineering and Technology	4.0			$0	$161,557	$35,944	36.0	Yes (X)
David Gaume
Director of Investments	40.0			$238,880	$0	$60,798			Yes (X)
Erin Essak Kopp
ASSISTANT VP ALUMNI RELATIONS/ EXEC DIRECTOR OHIO ALUMNI ASSOCIATION	40.0			$149,097	$0	$31,087			Yes (X)
Kelli Kotowski
EXECUTIVE DIRECTOR, GIFT PLANNING	40.0			$147,215	$0	$32,291			Yes (X)
Kevin King
Executive Director, Corporate Engagement	40.0			$140,891	$0	$78,107			Yes (X)
Teri Gartland
Assistant VP of Central Programs	40.0			$143,587	$0	$49,244			Yes (X)

Field	Value	IRS element (for citing)
Total Reportable Comp From Org	$1,333,827	TotalReportableCompFromOrgAmt
Tot Reportable Comp Rltd Org	$1,118,973	TotReportableCompRltdOrgAmt
Total Other Compensation	$612,578	TotalOtherCompensationAmt
Indiv Rcvd Greater Than100 K	27	IndivRcvdGreaterThan100KCnt
Former Ofcr Employees Listed	false	FormerOfcrEmployeesListedInd
Total Comp Greater Than150 K	Yes (true)	TotalCompGreaterThan150KInd
Compensation From Other Srcs	false	CompensationFromOtherSrcsInd

Contractor Compensation ContractorCompensationGrp (5 entries)

Address Line1ContractorAddress/USAddress/AddressLine1Txt	Address Line2ContractorAddress/USAddress/AddressLine2Txt	CityContractorAddress/USAddress/CityNm	State AbbreviationContractorAddress/USAddress/StateAbbreviationCd	ZIPContractorAddress/USAddress/ZIPCd	ServicesServicesDesc	CompensationCompensationAmt
Hirtle Callaghan & Co
300 Barr Harbor Dr	Ste 200	West Conshohocken	PA	19428	Investment Management	$471,659
RUFFALOCODY HOLDINGS LLC DBA RUFFALO NOEL LEVITZ LLC
1025 Kirkwood Parkway SW		Cedar Rapids	IA	52404	Fundraising	$290,786
EVERTRUE INC
330 Congress St 2nd Floor		Boston	MA	02210	Fundraising	$220,000
TIAA Kaspick
211 North Broadway	Suite 1000	St Louis	MO	63102	Investment Mgt/Gift Admin	$208,650
Beach Point Capital Management
1620 26th Street	Suite 6000	Santa Monica	CA	90404	Investment Mgt/Gift Admin	$129,878

Field	Value	IRS element (for citing)
Cntrct Rcvd Greater Than100 K	9	CntrctRcvdGreaterThan100KCnt
Federated Campaigns	$0	FederatedCampaignsAmt
Membership Dues	$0	MembershipDuesAmt
Fundraising	$95,441	FundraisingAmt
Related Organizations	$5,478,358	RelatedOrganizationsAmt
Government Grants	$0	GovernmentGrantsAmt
All Other Contributions	$18,669,368	AllOtherContributionsAmt
Noncash Contributions	$2,206,231	NoncashContributionsAmt
Total Contributions	$24,243,167	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	$11,167,055	TotalRevenueColumnAmt
Exclusion	$11,167,055	ExclusionAmt

Incm From Invest Bond Proceeds IncmFromInvestBondProceedsGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$0	TotalRevenueColumnAmt
Exclusion	$0	ExclusionAmt

Royalties Revenue RoyaltiesRevenueGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$2,026	TotalRevenueColumnAmt
Exclusion	$2,026	ExclusionAmt

Gross Rents GrossRentsGrp

Field	Value	IRS element (for citing)
Real	$543,592	RealAmt

Less Rental Expenses LessRentalExpensesGrp

Field	Value	IRS element (for citing)
Real	$1,135,501	RealAmt

Rental Income Or Loss RentalIncomeOrLossGrp

Field	Value	IRS element (for citing)
Real	-$591,909	RealAmt
Personal	$0	PersonalAmt

Net Rental Income Or Loss NetRentalIncomeOrLossGrp

Field	Value	IRS element (for citing)
Total Revenue Column	-$591,909	TotalRevenueColumnAmt
Exclusion	-$591,909	ExclusionAmt

Gross Amount Sales Assets GrossAmountSalesAssetsGrp

Field	Value	IRS element (for citing)
Securities	$259,529,123	SecuritiesAmt
Other	$105,895	OtherAmt

Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp

Field	Value	IRS element (for citing)
Securities	$264,242,829	SecuritiesAmt
Other	$85,000	OtherAmt

Gain Or Loss GainOrLossGrp

Field	Value	IRS element (for citing)
Securities	-$4,713,706	SecuritiesAmt
Other	$20,895	OtherAmt

Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp

Field	Value	IRS element (for citing)
Total Revenue Column	-$4,692,811	TotalRevenueColumnAmt
Exclusion	-$4,692,811	ExclusionAmt

Field	Value	IRS element (for citing)
Fundraising Gross Income	$31,806	FundraisingGrossIncomeAmt
Contri Rpt Fundraising Event	$95,441	ContriRptFundraisingEventAmt
Fundraising Direct Expenses	$71,465	FundraisingDirectExpensesAmt

Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp

Field	Value	IRS element (for citing)
Total Revenue Column	-$39,659	TotalRevenueColumnAmt
Exclusion	-$39,659	ExclusionAmt

Field	Value	IRS element (for citing)
Gross Sales Of Inventory	$129,374	GrossSalesOfInventoryAmt
Cost Of Goods Sold	$107,290	CostOfGoodsSoldAmt

Net Income Or Loss NetIncomeOrLossGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$22,084	TotalRevenueColumnAmt
Unrelated Business Revenue	$22,084	UnrelatedBusinessRevenueAmt

Other Revenue Misc OtherRevenueMiscGrp (2 entries)

DescDesc	BusinessBusinessCd	Total Revenue ColumnTotalRevenueColumnAmt	Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt
Revenues from sales, services, and events	453220	$352,720	$352,720
Miscellaneous Revenue	900099	$71,437	$71,437

Miscellaneous Revenue MiscellaneousRevenueGrp

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)
Other Revenue Total	$424,157	OtherRevenueTotalAmt

Total Revenue TotalRevenueGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$30,534,110	TotalRevenueColumnAmt
Related Or Exempt Func Income	$424,157	RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue	$22,084	UnrelatedBusinessRevenueAmt
Exclusion	$5,844,702	ExclusionAmt

Grants To Domestic Orgs GrantsToDomesticOrgsGrp

Field	Value	IRS element (for citing)
Total	$19,741,251	TotalAmt
Program Services	$19,741,251	ProgramServicesAmt

Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp

Field	Value	IRS element (for citing)
Total	$1,092,968	TotalAmt
Program Services	$225,780	ProgramServicesAmt
Management And General	$76,014	ManagementAndGeneralAmt
Fundraising	$791,174	FundraisingAmt

Other Salaries And Wages OtherSalariesAndWagesGrp

Field	Value	IRS element (for citing)
Total	$7,995,096	TotalAmt
Program Services	$731,737	ProgramServicesAmt
Management And General	$812,747	ManagementAndGeneralAmt
Fundraising	$6,450,612	FundraisingAmt

Pension Plan Contributions PensionPlanContributionsGrp

Field	Value	IRS element (for citing)
Total	$511,054	TotalAmt
Program Services	$57,457	ProgramServicesAmt
Management And General	$31,942	ManagementAndGeneralAmt
Fundraising	$421,655	FundraisingAmt

Other Employee Benefits OtherEmployeeBenefitsGrp

Field	Value	IRS element (for citing)
Total	$837,090	TotalAmt
Program Services	$115,164	ProgramServicesAmt
Management And General	$14,053	ManagementAndGeneralAmt
Fundraising	$707,873	FundraisingAmt

Payroll Taxes PayrollTaxesGrp

Field	Value	IRS element (for citing)
Total	$78,926	TotalAmt
Program Services	$9,887	ProgramServicesAmt
Management And General	$4,811	ManagementAndGeneralAmt
Fundraising	$64,228	FundraisingAmt

Fees For Services Legal FeesForServicesLegalGrp

Field	Value	IRS element (for citing)
Total	$6,020	TotalAmt
Management And General	$6,020	ManagementAndGeneralAmt

Fees For Services Accounting FeesForServicesAccountingGrp

Field	Value	IRS element (for citing)
Total	$114,273	TotalAmt
Program Services	$2,255	ProgramServicesAmt
Management And General	$112,018	ManagementAndGeneralAmt

Fees For Services Prof Fundraising FeesForServicesProfFundraising

Field	Value	IRS element (for citing)
Total	$290,786	TotalAmt
Fundraising	$290,786	FundraisingAmt

Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp

Field	Value	IRS element (for citing)
Total	$2,686,961	TotalAmt
Management And General	$2,686,961	ManagementAndGeneralAmt

Fees For Services Other FeesForServicesOtherGrp

Field	Value	IRS element (for citing)
Total	$912,030	TotalAmt
Program Services	$163,947	ProgramServicesAmt
Management And General	$47,086	ManagementAndGeneralAmt
Fundraising	$700,997	FundraisingAmt

Advertising AdvertisingGrp

Field	Value	IRS element (for citing)
Total	$121,188	TotalAmt
Program Services	$72,853	ProgramServicesAmt
Management And General	$50	ManagementAndGeneralAmt
Fundraising	$48,285	FundraisingAmt

Office Expenses OfficeExpensesGrp

Field	Value	IRS element (for citing)
Total	$907,386	TotalAmt
Program Services	$600,737	ProgramServicesAmt
Management And General	$33,012	ManagementAndGeneralAmt
Fundraising	$273,637	FundraisingAmt

Information Technology InformationTechnologyGrp

Field	Value	IRS element (for citing)
Total	$450,613	TotalAmt
Program Services	$20,738	ProgramServicesAmt
Management And General	$57,768	ManagementAndGeneralAmt
Fundraising	$372,107	FundraisingAmt

Occupancy OccupancyGrp

Field	Value	IRS element (for citing)
Total	$45,997	TotalAmt
Program Services	$12,045	ProgramServicesAmt
Management And General	$6,117	ManagementAndGeneralAmt
Fundraising	$27,835	FundraisingAmt

Travel TravelGrp

Field	Value	IRS element (for citing)
Total	$523,977	TotalAmt
Program Services	$175,819	ProgramServicesAmt
Management And General	$9,922	ManagementAndGeneralAmt
Fundraising	$338,236	FundraisingAmt

Conferences Meetings ConferencesMeetingsGrp

Field	Value	IRS element (for citing)
Total	$468,161	TotalAmt
Program Services	$145,967	ProgramServicesAmt
Management And General	$8,538	ManagementAndGeneralAmt
Fundraising	$313,656	FundraisingAmt

Interest InterestGrp

Field	Value	IRS element (for citing)
Total	$74,063	TotalAmt
Program Services	$74,063	ProgramServicesAmt

Depreciation Depletion DepreciationDepletionGrp

Field	Value	IRS element (for citing)
Total	$7,308	TotalAmt
Fundraising	$7,308	FundraisingAmt

Insurance InsuranceGrp

Field	Value	IRS element (for citing)
Total	$43,915	TotalAmt
Management And General	$10,659	ManagementAndGeneralAmt
Fundraising	$33,256	FundraisingAmt

Other Expenses OtherExpensesGrp

Field	Value	IRS element (for citing)
Desc	Repairs and Maintenance	Desc
Total	$10,716	TotalAmt
Program Services	$4,658	ProgramServicesAmt
Management And General	$1,250	ManagementAndGeneralAmt
Fundraising	$4,808	FundraisingAmt

All Other Expenses AllOtherExpensesGrp

Field	Value	IRS element (for citing)
Total	$132,848	TotalAmt
Program Services	$40,583	ProgramServicesAmt
Management And General	$5,498	ManagementAndGeneralAmt
Fundraising	$86,767	FundraisingAmt

Total Functional Expenses TotalFunctionalExpensesGrp

Field	Value	IRS element (for citing)
Total	$37,052,627	TotalAmt
Program Services	$22,194,941	ProgramServicesAmt
Management And General	$3,924,466	ManagementAndGeneralAmt
Fundraising	$10,933,220	FundraisingAmt

Savings And Temp Cash Invst SavingsAndTempCashInvstGrp

Field	Value	IRS element (for citing)
BOY	$51,518,403	BOYAmt
EOY	$52,549,421	EOYAmt

Pledges And Grants Receivable PledgesAndGrantsReceivableGrp

Field	Value	IRS element (for citing)
BOY	$12,123,299	BOYAmt
EOY	$9,941,657	EOYAmt

Accounts Receivable AccountsReceivableGrp

Field	Value	IRS element (for citing)
BOY	$1,143,477	BOYAmt
EOY	$1,096,924	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

Inventories For Sale Or Use InventoriesForSaleOrUseGrp

Field	Value	IRS element (for citing)
BOY	$98,470	BOYAmt
EOY	$82,081	EOYAmt

Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp

Field	Value	IRS element (for citing)
BOY	$254,356	BOYAmt
EOY	$180,831	EOYAmt

Field	Value	IRS element (for citing)
Land Bldg Equip Cost Or Other Bss	$11,653,014	LandBldgEquipCostOrOtherBssAmt
Land Bldg Equip Accum Deprec	$4,134,304	LandBldgEquipAccumDeprecAmt

Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp

Field	Value	IRS element (for citing)
BOY	$5,896,374	BOYAmt
EOY	$7,518,710	EOYAmt

Investments Pub Traded Sec InvestmentsPubTradedSecGrp

Field	Value	IRS element (for citing)
BOY	$384,114,901	BOYAmt
EOY	$411,246,248	EOYAmt

Investments Other Securities InvestmentsOtherSecuritiesGrp

Field	Value	IRS element (for citing)
BOY	$90,700,708	BOYAmt
EOY	$61,607,323	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	$20,734,584	BOYAmt
EOY	$20,481,024	EOYAmt

Total Assets TotalAssetsGrp

Field	Value	IRS element (for citing)
BOY	$566,584,572	BOYAmt
EOY	$564,704,219	EOYAmt

Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp

Field	Value	IRS element (for citing)
BOY	$784,266	BOYAmt
EOY	$548,296	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	$8,580,810	BOYAmt
EOY	$9,241,711	EOYAmt

Total Liabilities TotalLiabilitiesGrp

Field	Value	IRS element (for citing)
BOY	$9,365,076	BOYAmt
EOY	$9,790,007	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	$102,722,820	BOYAmt
EOY	$107,891,345	EOYAmt

Donor Restriction Net Assets DonorRestrictionNetAssetsGrp

Field	Value	IRS element (for citing)
BOY	$454,496,676	BOYAmt
EOY	$447,022,867	EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

Field	Value	IRS element (for citing)
BOY	$557,219,496	BOYAmt
EOY	$554,914,212	EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

Field	Value	IRS element (for citing)
BOY	$566,584,572	BOYAmt
EOY	$564,704,219	EOYAmt

Field	Value	IRS element (for citing)
Info In Schedule O Part XI	Yes (X)	InfoInScheduleOPartXIInd
Reconcilation Revenue Expnss	-$6,518,517	ReconcilationRevenueExpnssAmt
Net Unrlzd Gains Losses Invst	$7,688,806	NetUnrlzdGainsLossesInvstAmt
Other Changes In Net Assets	-$3,475,573	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	$30,110,594	CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years	$15,113,159	CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years	$19,642,030	CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year	$22,260,645	CurrentTaxYearMinus1YearAmt
Current Tax Year	$18,457,183	CurrentTaxYearAmt
Total	$105,583,611	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	$30,110,594	CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years	$15,113,159	CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years	$19,642,030	CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year	$22,260,645	CurrentTaxYearMinus1YearAmt
Current Tax Year	$18,457,183	CurrentTaxYearAmt
Total	$105,583,611	TotalAmt

Field	Value	IRS element (for citing)
Substantial Contributors Tot	$6,883,836	SubstantialContributorsTotAmt
Public Support Total170	$98,699,775	PublicSupportTotal170Amt

Gross Investment Income170 GrossInvestmentIncome170Grp

Field	Value	IRS element (for citing)
Current Tax Year Minus4 Years	$12,639,831	CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years	$11,601,671	CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years	$13,798,774	CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year	$14,625,180	CurrentTaxYearMinus1YearAmt
Current Tax Year	$11,712,673	CurrentTaxYearAmt
Total	$64,378,129	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	$79,456	CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years	$88,821	CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years	$93,564	CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year	$79,815	CurrentTaxYearMinus1YearAmt
Current Tax Year	$31,806	CurrentTaxYearAmt
Total	$373,462	TotalAmt

Field	Value	IRS element (for citing)
Total Support	$170,335,202	TotalSupportAmt
Gross Receipts Rltd Activities	$31,232,590	GrossReceiptsRltdActivitiesAmt
Public Support CY170	0.5794	PublicSupportCY170Pct
Public Support PY170	0.6144	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 - 79456.0, COLUMN B - 88821.0, COLUMN C - 93564.0, COLUMN D - 79815.0, COLUMN E - 31806.0, COLUMN F - 373462.0;	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	$1,080,000	RevenuesIncludedAmt
Assets Included	$1,080,000	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

CY Endwmt Fund CYEndwmtFundGrp

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

CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp

Field	Value	IRS element (for citing)
Beginning Year Balance	$463,745,552	BeginningYearBalanceAmt
Contributions	$13,916,885	ContributionsAmt
Investment Earnings Or Losses	$20,018,214	InvestmentEarningsOrLossesAmt
Other Expenditures	$16,084,119	OtherExpendituresAmt
Administrative Expenses	$7,828,366	AdministrativeExpensesAmt
End Year Balance	$473,768,166	EndYearBalanceAmt

CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp

Field	Value	IRS element (for citing)
Beginning Year Balance	$448,292,661	BeginningYearBalanceAmt
Contributions	$9,248,745	ContributionsAmt
Investment Earnings Or Losses	$29,419,529	InvestmentEarningsOrLossesAmt
Other Expenditures	$15,556,822	OtherExpendituresAmt
Administrative Expenses	$7,658,561	AdministrativeExpensesAmt
End Year Balance	$463,745,552	EndYearBalanceAmt

CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp

Field	Value	IRS element (for citing)
Beginning Year Balance	$402,487,222	BeginningYearBalanceAmt
Contributions	$12,345,071	ContributionsAmt
Investment Earnings Or Losses	$50,181,269	InvestmentEarningsOrLossesAmt
Grants Or Scholarships	$0	GrantsOrScholarshipsAmt
Other Expenditures	$9,419,123	OtherExpendituresAmt
Administrative Expenses	$7,301,778	AdministrativeExpensesAmt
End Year Balance	$448,292,661	EndYearBalanceAmt

CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp

Field	Value	IRS element (for citing)
Beginning Year Balance	$422,259,944	BeginningYearBalanceAmt
Contributions	$14,655,102	ContributionsAmt
Investment Earnings Or Losses	-$13,339,135	InvestmentEarningsOrLossesAmt
Grants Or Scholarships	$0	GrantsOrScholarshipsAmt
Other Expenditures	$13,894,607	OtherExpendituresAmt
Administrative Expenses	$7,194,082	AdministrativeExpensesAmt
End Year Balance	$402,487,222	EndYearBalanceAmt

Field	Value	IRS element (for citing)
Board Designated Balance EOY	0.3153	BoardDesignatedBalanceEOYPct
Prmnnt Endowment Balance EOY	0.6847	PrmnntEndowmentBalanceEOYPct
Term Endowment Balance EOY	0.0	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	$2,969,196	OtherCostOrOtherBasisAmt
Book Value	$2,969,196	BookValueAmt

Buildings BuildingsGrp

Field	Value	IRS element (for citing)
Other Cost Or Other Basis	$6,150,600	OtherCostOrOtherBasisAmt
Depreciation	$3,610,685	DepreciationAmt
Book Value	$2,539,915	BookValueAmt

Equipment EquipmentGrp

Field	Value	IRS element (for citing)
Other Cost Or Other Basis	$786,353	OtherCostOrOtherBasisAmt
Depreciation	$523,619	DepreciationAmt
Book Value	$262,734	BookValueAmt

Other Land Buildings OtherLandBuildingsGrp

Field	Value	IRS element (for citing)
Other Cost Or Other Basis	$1,746,865	OtherCostOrOtherBasisAmt
Book Value	$1,746,865	BookValueAmt

Field	Value	IRS element (for citing)
Total Book Value Land Buildings	$7,518,710	TotalBookValueLandBuildingsAmt

Closely Held Equity Interests CloselyHeldEquityInterestsGrp

Field	Value	IRS element (for citing)
Book Value	$5,555,237	BookValueAmt
Method Valuation	F	MethodValuationCd

Other Securities OtherSecuritiesGrp (4 entries)

DescDesc	Book ValueBookValueAmt	Method ValuationMethodValuationCd
Private Equity Fund	$32,614,880	F
Private Real Estate Fund	$8,308,080	F
Commodities Fund
Hedge Fund	$15,129,126	F

Field	Value	IRS element (for citing)
Total Book Value Securities	$61,607,323	TotalBookValueSecuritiesAmt

Other Liabilities Org OtherLiabilitiesOrgGrp (5 entries)

DescDesc	AmtAmt
Charitable Trust Obligations	$2,642,943
Deposits Held in Custody for Others	$2,175,238
Annuities Payable	$1,754,709
Due to Affiliate - Ohio University	$2,418,868
Other liabilities	$249,953

Field	Value	IRS element (for citing)
Total Liability	$9,241,711	TotalLiabilityAmt
Footnote Text	Yes (X)	FootnoteTextInd

Supplemental Information Detail SupplementalInformationDetail (3 entries)

Form And Line ReferenceFormAndLineReferenceDesc	ExplanationExplanationTxt
Schedule D, Part III, Line 4 Collections of art - description of collections	The film stills were donated for the benefit of the College of Fine Arts
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. 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, 2020 and 2019, 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, 2017.

Schedule F IRS990ScheduleF

Account Activities Outside US AccountActivitiesOutsideUSGrp

Field	Value	IRS element (for citing)
Region	Central America and the Caribbean	RegionTxt
Offices	0	OfficesCnt
Employee	0	EmployeeCnt
Type Of Activities Conducted	Investments	TypeOfActivitiesConductedTxt
Region Total Expenditures	$27,609,605	RegionTotalExpendituresAmt

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	$27,609,605	SubtotalSpentAmt
Continuation Spent	$0	ContinuationSpentAmt
Total Spent	$27,609,605	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

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

Organization Business Name OrganizationBusinessName

Field	Value	IRS element (for citing)
Business Name Line1	Ruffalo Noel Levitz LLC	BusinessNameLine1Txt

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	1025 Kirkwood Parkway SW	AddressLine1Txt
City	Cedar Rapids	CityNm
State Abbreviation	IA	StateAbbreviationCd
ZIP	52404	ZIPCd

Field	Value	IRS element (for citing)
Activity	Fundraising	ActivityTxt
Fundraiser Control Of Funds	false	FundraiserControlOfFundsInd
Gross Receipts	$164,278	GrossReceiptsAmt
Retained By Contractor	$290,786	RetainedByContractorAmt
Net To Organization	-$126,508	NetToOrganizationAmt

Field	Value	IRS element (for citing)
Total Gross Receipts	$164,278	TotalGrossReceiptsAmt
Total Retained By Contractors	$290,786	TotalRetainedByContractorsAmt
Total Net To Organization	-$126,508	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	$35,415	GrossReceiptsEvent1Amt
Charitable Contri Event1	$30,290	CharitableContriEvent1Amt
Gross Revenue Event1	$5,125	GrossRevenueEvent1Amt
Cash Prizes Event1	$1,500	CashPrizesEvent1Amt
Non Cash Prizes Event1	$569	NonCashPrizesEvent1Amt
Rent Facility Costs Event1	$6,000	RentFacilityCostsEvent1Amt
Food And Beverage Event1	$7,282	FoodAndBeverageEvent1Amt
Entertainment Event1	$0	EntertainmentEvent1Amt
Other Direct Expenses Event1	$3,321	OtherDirectExpensesEvent1Amt
Event2	Cleveland Ohio Memorial Golf Fundraiser	Event2Nm
Gross Receipts Event2	$35,070	GrossReceiptsEvent2Amt
Charitable Contri Event2	$30,265	CharitableContriEvent2Amt
Gross Revenue Event2	$4,805	GrossRevenueEvent2Amt
Cash Prizes Event2	$1,700	CashPrizesEvent2Amt
Non Cash Prizes Event2	$346	NonCashPrizesEvent2Amt
Rent Facility Costs Event2	$9,410	RentFacilityCostsEvent2Amt
Food And Beverage Event2	$2,413	FoodAndBeverageEvent2Amt
Entertainment Event2	$0	EntertainmentEvent2Amt
Other Direct Expenses Event2	$702	OtherDirectExpensesEvent2Amt
Other Events Total	8	OtherEventsTotalCnt
Gross Receipts Other Events	$56,762	GrossReceiptsOtherEventsAmt
Charitable Contri Other Events	$34,886	CharitableContriOtherEventsAmt
Gross Revenue Other Events	$21,876	GrossRevenueOtherEventsAmt
Cash Prizes Other Events	$0	CashPrizesOtherEventsAmt
Non Cash Prizes Other Events	$1,297	NonCashPrizesOtherEventsAmt
Rent Fclty Costs Other Events	$7,384	RentFcltyCostsOtherEventsAmt
Food And Beverage Other Events	$7,408	FoodAndBeverageOtherEventsAmt
Entertainment Other Events	$0	EntertainmentOtherEventsAmt
Oth Direct Expnss Other Events	$22,133	OthDirectExpnssOtherEventsAmt
Gross Receipts Total	$127,247	GrossReceiptsTotalAmt
Charitable Contributions Tot	$95,441	CharitableContributionsTotAmt
Gross Revenue Total Events	$31,806	GrossRevenueTotalEventsAmt
Cash Prizes Total Events	$3,200	CashPrizesTotalEventsAmt
Non Cash Prizes Total Events	$2,212	NonCashPrizesTotalEventsAmt
Rent Fclty Costs Total Events	$22,794	RentFcltyCostsTotalEventsAmt
Food And Beverage Total Events	$17,103	FoodAndBeverageTotalEventsAmt
Entertainment Total Events	$0	EntertainmentTotalEventsAmt
Oth Direct Expnss Total Events	$26,156	OthDirectExpnssTotalEventsAmt
Direct Expense Summary Events	$71,465	DirectExpenseSummaryEventsAmt
Net Income Summary	-$39,659	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	The landscape for phonathon and the value/ROI for telephone fundraising continues to change. OHIO's current vendor, RNL, is adapting to these changes as well. They are offering digital engagement services along with telephone services. The Foundation continues reviewing the annual giving program and exploring 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, off-site telephone fundraising program. Calling campaigns occur over the fall and spring semesters, with callers working from RNL call centers. 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: As indicated in schedule G, the telephone fundraising program generated $164,278 in revenues during fiscal year 2020, versus costs of $292,680. 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 ROI 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 FY20, 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 (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(ii) Describe the custody or control arrangement.	RUFFALO NOEL LEVITZ LLC-THE TELEMARKETING SERVICES AGREEMENT BETWEEN RUFFALO NOEL LEVITZ LLC (RNL) AND OHIO UNIVERSITY PROVIDES FOR A YEAR-ROUND, OFF-SITE TELEPHONE FUNDRAISING PROGRAM. CALLING CAMPAIGNS OCCUR OVER THE FALL AND SPRING SEMESTERS, WITH CALLERS WORKING FROM RNL CALL CENTERS. 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. OHIO UNIVERSITY IS RESPONSIBLE FOR PROVIDING THE FOLLOWING TO RNL: CALLABLE DATABASE AND RELATED DATA TO COMPLETE CALLS AND FULFILLMENT ACTIVITIES (PHONE NUMBERS, EMAIL ADDRESSES, GIFT HISTORIES, AND RELATED INFORMATION), A STAFF MEMBER TO LIAISON WITH THE RNL PROGRAM MANAGER, ANNUAL GIVING CALENDARS AND ACTIVITY UPDATES THAT MAY IMPACT CALLING, PREVIOUS SEGMENTATION AND SCRIPTS, AND ASSISTING IN SCRIPT PREPARATION.;

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	$19,741,251	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)
Travel For Companions	Yes (X)	TravelForCompanionsInd
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 (10 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
Nico Karagosian
President & CEO	$295,977	$0	$30,000	$0	$9,600	$0	$30,026	$0	$35,034	$0	$400,637	$0	$0	$0
Deborah Shaffer
Treasurer & CFO	$0	$313,943	$0	$0	$0	$50	$0	$74,026	$0	$22,636	$0	$410,655	$0	$0
M Duane Nellis
Trustee	$0	$484,054	$0	$72,319	$0	$87,050	$0	$95,006	$0	$10,015	$0	$748,444	$0	$0
Major Alston
Senior Associate VP of Development and Campaign Director	$178,580	$0	$0	$0	$0	$0	$26,030	$0	$32,334	$0	$236,944	$0	$0	$0
Mei Wei
Dean, Russ College of Engineering and Technology	$0	$136,557	$0	$0	$0	$25,000	$0	$19,733	$0	$16,211	$0	$197,501	$0	$0
Teri Gartland
Assistant VP of Central Programs	$143,587	$0	$0	$0	$0	$0	$17,427	$0	$31,817	$0	$192,831	$0	$0	$0
David Gaume
Director of Investments	$238,880	$0	$0	$0	$0	$0	$28,464	$0	$32,334	$0	$299,678	$0	$0	$0
Kevin King
Executive Director, Corporate Engagement	$137,891	$0	$3,000	$0	$0	$0	$43,098	$0	$35,009	$0	$218,998	$0	$0	$0
Erin Essak Kopp
ASSISTANT VP ALUMNI RELATIONS/ EXEC DIRECTOR OHIO ALUMNI ASSOCIATION	$149,097	$0	$0	$0	$0	$0	$21,105	$0	$9,982	$0	$180,184	$0	$0	$0
Kelli Kotowski
EXECUTIVE DIRECTOR, GIFT PLANNING	$146,950	$0	$90	$0	$175	$0	$21,022	$0	$11,269	$0	$179,506	$0	$0	$0

Supplemental Information Detail SupplementalInformationDetail (3 entries)

Form And Line ReferenceFormAndLineReferenceDesc	ExplanationExplanationTxt
Schedule J, Part I, Line 3 Method for establishing compensation	The University's process for establishing the compensation for President and CEO, Nico Karagosian, 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 J, Part I, Line 1a Travel for companions	The Foundation provides for required travel for donor development and alumni fundraising activity for certain interested persons and their companions. When the travel for companions is considered personal in nature, the value of the travel is included in compensation to the interested person.
Schedule J, Part I, Line 1a Housing allowance or residence for personal use	The University provided a housing allowance for Dr. M. Duane Nellis, for support of his personal residence and in his capacity as President of the University. This benefit is reported as taxable compensation.

Schedule M IRS990ScheduleM

Works Of Art WorksOfArtGrp

Field	Value	IRS element (for citing)
Non Cash Checkbox	Yes (X)	NonCashCheckboxInd
Contribution	1	ContributionCnt
Noncash Contributions Rpt F990	$10,000	NoncashContributionsRptF990Amt
Method Of Determining Revenues	Opinions of experts	MethodOfDeterminingRevenuesTxt

Art Historical Treasures ArtHistoricalTreasuresGrp

Field	Value	IRS element (for citing)
Non Cash Checkbox	Yes (X)	NonCashCheckboxInd
Contribution	1	ContributionCnt
Noncash Contributions Rpt F990	$1,080,000	NoncashContributionsRptF990Amt
Method Of Determining Revenues	Opinions of experts	MethodOfDeterminingRevenuesTxt

Clothing And Household Goods ClothingAndHouseholdGoodsGrp

Field	Value	IRS element (for citing)
Non Cash Checkbox	Yes (X)	NonCashCheckboxInd
Noncash Contributions Rpt F990	$159	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	95	ContributionCnt
Noncash Contributions Rpt F990	$973,000	NoncashContributionsRptF990Amt
Method Of Determining Revenues	Market value	MethodOfDeterminingRevenuesTxt

Other Non Cash Contri Table OtherNonCashContriTableGrp (2 entries)

Non Cash CheckboxNonCashCheckboxInd	DescDesc	ContributionContributionCnt	Noncash Contributions Rpt F990NoncashContributionsRptF990Amt	Method Of Determining RevenuesMethodOfDeterminingRevenuesTxt
Yes (X)	Courseware	2	$23,125	Market value
Yes (X)	Software Licenses	1	$119,947	Market value

Field	Value	IRS element (for citing)
Form8283 Received	2	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	Art - Works of art - Paintings Number of contributions Art - Historical treasures - 135,000 film stills Number of contributions Clothing and household goods - Number of contributions Securities - Publicly traded - Number of contributions Other - Courseware Number of contributions Other - Software Licenses Number of contributions	ExplanationTxt

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (8 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 16,529 of which the number of W-2s reported and filed for 2018 by OU for OUF, was approximately 122.
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 1098 by OU on behalf of OUF was 266.
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 15a Process to establish compensation of top management official	The University's process for establishing the compensation for President and CEO, Nico Karagosian, 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 employees	The University's process for establishing the compensation for Treasurer Deborah Shaffer and Ohio University President M. Duane Nellis, 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 2016 confirmed that this compensation is still aligned with national averages of similar sized organizations and positions."
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 XI, Line 9 Other changes in net assets or fund balances	CHANGE IN VALUE OF SPLIT INTEREST AGREEMENTS - -386879; Uncollectible pledges written off - -3088694;

Schedule R IRS990ScheduleR

Id Disregarded Entities IdDisregardedEntitiesGrp (4 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	WUSOC 168	Athens	OH	45701	Real Estate	OH	$0	$349,338	The Ohio University Foundation
Russ North Valley Road LLC
Ohio University	WUSOC 168	Athens	OH	45701	Real Estate	OH	$0	$0	Fritz J and Dolores H Russ Holdings LLC
Russ Research Center LLC
Ohio University	WUSOC 168	Athens	OH	45701	R&D	OH	$847,847	$3,420,459	Fritz J and Dolores H Russ Holdings LLC
Russ Center North LLC
OHIO UNIVERSITY	WUSOC 168	ATHENS	OH	45701	Real Estate	OH	$0	$865,284	FRITZ J AND DELORES H RUSS HOLDINGS LLC

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
206 McGuffey Hall		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 (7 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	$4,579,491	$7,012,351	1	Yes (true)
Scholarship Trust Fund
OUF	Athens	OH	45701	206887884	Provide Scholarships	OH	NA	Trust				Yes (true)	PO Box 869
Charitable Remainder Trust (CA-1)
					Provide support to university	CA	NA	Trust				Yes (true)
Charitable Remainder Trust (FL-1)
					Provide support to university	FL	NA	Trust				Yes (true)
Charitable Remainder Trust (GA-1)
					Provide support to university	GA	NA	Trust				Yes (true)
Charitable Remainder Trust (MD-1)
					Provide support to university	MD	NA	Trust				Yes (true)
Charitable Remainder Trust (OH-10)
					Provide support to university	OH	NA	Trust				Yes (true)

Field	Value	IRS element (for citing)
Receipt Of Int Annts Rnts Rylts	false	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	false	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	false	RentalOfFacilitiesToOthOrgInd
Rental Of Fclts From Oth Org	Yes (true)	RentalOfFcltsFromOthOrgInd
Perform Of Services For Oth Org	false	PerformOfServicesForOthOrgInd
Perform Of Services By Other Org	false	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

Other Organization Name OtherOrganizationName

Field	Value	IRS element (for citing)
Business Name Line1	The Sugar Bush Foundation	BusinessNameLine1Txt

Field	Value	IRS element (for citing)
Transaction Type	C	TransactionTypeTxt
Involved	$349,669	InvolvedAmt
Method Of Amount Determination	Cash	MethodOfAmountDeterminationTxt