2018-04-23T15:53:16-07:00 2017-06-30 990 2016-07-01 311145986 OHIO STATE UNIVERSITY FOUNDATION OHIO 6142922141 1480 W Lane Ave Columbus OH 43221 Michael Papadakis Assistant Treasurer 6142928520 2018-04-23 107.192.57.27 2016 2021-01-29 14:40:06Z Michael C Eicher 1480 W Lane Ave Columbus OH 43221 279183691 0 X www.osu.edu/giving X 1985 OH The Foundation raises funds, manages endowments, and manages planned gifts for the benefit of The Ohio State University. 45 45 0 3042 0 -9937 232151865 259141316 0 0 15232329 18157321 1845520 1885054 249229714 279183691 0 0 0 0 2161496 2176191 0 0 5198810 217912051 255898951 220073547 258075142 29156167 21108549 930633718 1052963316 50870996 53626054 879762722 999337262 The Foundation raises funds, manages endowments, and manages planned gifts for the benefit of The Ohio State University. 0 0 235447559 0 0 Distributions to The Ohio State University 1699753 0 0 Distributions to Gift Annuitants 0 0 0 237147312 1 1 0 0 0 1 0 0 0 1 1 1 0 0 1 0 1 1 0 0 0 0 0 0 1 0 0 0 0 1 0 0 0 0 0 0 0 0 1 1 0 0 1 0 0 0 0 1 X 47 0 1 0 1 1 0 0 0 0 1 1 1 2 0 0 0 X 45 45 1 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 CA KY MA MD ME MI MN NH NJ NY OH OR PA SC UT WI X Julie L Saunders 6142927458 2020 Blankenship Hall 901 Woody Hayes Drive Columbus OH 432104016 Patricia E Aveni Board of Directors 0.25 0 X 0 0 0 C Richard Beckett Board of Directors 0.25 0 X 0 0 0 William P Blair III Board of Directors 0.25 0 X 0 0 0 Janis Block Board of Directors 0.25 0 X 0 0 0 Michael H Carpenter Board of Directors 0.25 0 X 0 0 0 ChihMing Chen Board of Directors 0.25 0 X 0 0 0 G Gilbert Cloyd Board of Directors 0.25 0 X 0 0 0 Tanny B Crane Board of Directors 0.25 0 X 0 0 0 Phylllis A Cummins Board of Directors 0.25 0 X 0 0 0 Walter E Dennis Jr Board of Directors 0.25 0 X 0 0 0 James F Dietz Board of Directors and Officer 0.5 0 X X 0 0 0 Susan R Edwards Board of Directors 0.25 0 X 0 0 0 Ruann F Ernst Board of Directors 0.25 0 X 0 0 0 Jane Fawcett Hoover Board of Directors 0.25 0 X 0 0 0 Barbara K Fergus Board of Directors 0.25 0 X 0 0 0 John C Gray Board of Directors 0.25 0 X 0 0 0 Jole R Harmon Board of Directors 0.25 0 X 0 0 0 Cynthia Hilsheimer Board of Directors 0.25 0 X 0 0 0 Lisa Hinson Board of Directors 0.25 0 X 0 0 0 Keith B Key Board of Directors 0.25 0 X 0 0 0 Nancy J Kramer Board of Directors 0.25 0 X 0 0 0 John C Lindberg Board of Directors 0.25 0 X 0 0 0 William G Lowrie Board of Directors 0.25 0 X 0 0 0 Frank Mauceri Board of Directors 0.25 0 X 0 0 0 Stephen G Mehallis Board of Directors 0.25 0 X 0 0 0 Stephen D Milligan Board of Directors 0.25 0 X 0 0 0 Edwin L Overmyer Board of Directors 0.25 0 X 0 0 0 Carter G Phillips Board of Directors 0.25 0 X 0 0 0 Stanley D Ross Board of Directors 0.25 0 X 0 0 0 Robert H Schottenstein Board of Directors 0.25 0 X 0 0 0 Susan Schottenstein Diamond Board of Directors 0.25 0 X 0 0 0 Gifford Weary Board of Directors 0.25 0 X 0 0 0 Robert J Weiler Board of Directors 0.25 0 X 0 0 0 Alec Wightman Board of Directors 0.25 0 X 0 0 0 Robert L Wright Board of Directors 0.25 0 X 0 0 0 Bruce A McPherson Ex Officio Director 0.25 0 X 0 0 0 Michael V Drake Ex Officio Director 0.5 0 X 0 0 0 James E Smith Ex Officio Director 0.25 0 X 0 0 0 Michael C Eicher Ex Officio Director and Officer 50 0 X X 0 0 0 S Ann Hamilton Ex Officio Director 0.25 0 X 0 0 0 Rustin M Moore Ex Officio Director 0.25 0 X 0 0 0 John C Lane Ex Officio Director 0.25 0 X 0 0 0 Elizabeth B Germain Board of Directors and Officer 0.5 0 X 0 0 0 Keith D Monda Board of Directors and Officer 0.5 0 X 0 0 0 W Ray Persons Board of Directors and Officer 0.5 0 X 0 0 0 Daniel J Wampler Board of Directors and Officer 0.5 0 X 0 0 0 Michael Papadakis Officer 0.25 0 X 0 0 0 Douglas Ulman President and CEO - Pelotonia 0 50 X 0 576472 24026 Michael Nestor VP - Pelotonia 0 40 X 0 161343 19155 Nicholas Denby VP - Pelotonia 0 40 X 0 124836 15908 Kristopher Anderson Director - Pelotonia 0 40 X 0 113567 17311 Susie Pattison Director - Pelotonia 0 40 X 0 111780 4938 0 1087998 81338 5 0 1 0 Resource Ammirati 250 S High St Suite 400 Columbus OH 43215 Creative Services 153315 Live Technologies 3445 Millennium Court Columbus OH 43219 Concert Audio and Visual 111986 Fort Ventures LLC 17 Brickel St Ste D Columbus OH 43215 Creative design studio 108675 3 0 0 28754186 0 0 230387130 22150172 259141316 0 18157321 18157321 0 0 0 0 0 0 0 0 0 0 0 0 0 0 28754186 Pelotonia registration fees 900099 918400 918400 0 0 Pelotonia other income 900099 724985 724985 0 0 241669 241669 0 0 1885054 279183691 20042375 0 0 2141726 96255 2045471 34465 34465 531004 531004 180635 9104 171531 113820 71820 42000 14960560 14960560 62206 62206 240696 240696 260747 612 260135 76406 3802 72604 133219 40629 92590 39103 39103 247210 247210 Distributions to The Ohio State University 235447559 235447559 0 0 Distributions to gift annuitants 1699753 1699753 0 0 Provision for uncollectible pledges 151194 0 151194 0 Event expenses 1641470 0 0 1641470 113369 0 113369 0 258075142 237147312 15729020 5198810 2494541 4363690 0 0 100755039 106012820 9878503 9872120 9736692 2756901 7402001 6979791 258974381 374918674 550989996 550669352 139257 146869 930633718 1052963316 204655 387804 16263529 17336076 34402812 35902174 50870996 53626054 X 14480143 16221081 121123712 158732760 744158867 824383421 879762722 999337262 930633718 1052963316 X 21108549 98296827 0 0 0 169164 X 1 X 1 X 1 0 X 218861008 192266129 222223332 232151865 259141316 1124643650 0 0 0 0 0 0 0 0 0 0 218861008 192266129 222223332 232151865 259141316 1124643650 0 1124643650 12390843 16342005 18553548 15292159 18157321 80735876 1205379526 0.93302 0.93437 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 4 0 10588 0 48194 0 1238369 1 1 763331888 49557404 113595175 0 34315899 14907238 877261330 757158186 63029783 -11494479 0 30008699 15352903 763331888 710961474 58771147 31391011 0 28705174 15260272 757158186 589702215 51730551 110406299 0 26851227 14026364 710961474 500824488 58066801 69080552 0 25942143 12327483 589702215 0 0.9828 0.0172 0 0 0 0 0 0 6028071 2756901 3271170 0 0 0 0 0 0 0 0 3708621 0 0 3708621 6979791 Investment Partnerships 549323893 F Life Insurance Policies 1345459 F 550669352 0 Obligation and Reserve for Gift Annuity 17163195 Charitable Remainder Trust Liabilities 16886103 Due to The Ohio State University 1852876 35902174 377649682 98296827 0 0 169164 98465991 279183691 0 0 0 279183691 258075142 0 0 0 0 0 258075142 0 0 0 258075142 Schedule D, Part V, Line 4 To permanently enhance The Ohio State University and its programs Schedule D, Part XI, Line 2d Includes gift annuity reserve adjustment of $1,970,343 and charitable remainder trust income of $(1,801,179) Pelotonia which is a bicycle tour to benefit cancer 28754186 0 28754186 0 0 0 291367 1350103 0 0 0 28754186 0 28754186 0 0 0 291367 1350103 0 1641470 27112716 X X X 0 0 0 0 0 0 0 1 0 Douglas Ulman President and CEO - Pelotonia 0 408472 0 168000 0 0 0 8071 0 15955 0 600498 0 0 Michael Nestor VP - Pelotonia 0 133493 0 27850 0 0 0 6476 0 12680 0 180499 0 0 Schedule J, Part I, Line 7 Bonuses are determined by Pelotonia Board based upon its evaluation of Pelotonia's performance. X 43 0 n/a X 0 n/a X 0 n/a X 1 0 n/a X 860 21723172 average high/low X 1 427000 appraised value X 87 0 n/a X 133 0 n/a X 1 0 n/a X Equipment & Supplies 144 0 n/a X Livestock & Agricultural 22 0 n/a X Cards/Certificates 72 0 n/a X Miscellaneous 74 0 n/a 14 0 1 1 Schedule M, Part I, Line 32b The Foundation engages third parties to sell non-cash contributions. It uses the services of a brokerage firm to sell securities and real estate agents to sell gifts of property. Schedule M, Part I, Line 33 Per current accounting practice the Foundation does not report revenue of these in-kind gifts. Form 990, Part IV, Line 18 For Pelotonia LLC, the disregarded entity reported in Schedule R, the majority of gross fundraising income is comprised of (1) the operating funds pledged by the corporate funding partners, (2) the registration fees paid by the riders and (3) the donations raised by Pelotonia's riders, virtual riders and volunteers. With regard to the first category, the corporate funding partners underwrite Pelotonia's annual operating expenses, including all staff, office and event costs as well as all of the costs of processing the donations raised by the riders, virtual riders and volunteers. Often these corporate funding partners make a multi-year pledge to underwrite operating expenses each year for a designated number of years; however, the total amount of the multi-year pledge is booked on an accrual basis and held as a receivable. With regard to the second category, riders pay non-tax deductible registration fees that are also used to defray Pelotonia's operating costs. With regard to the third category, riders and virtual riders each agree to a minimum fundraising commitment that is satisfied through donations received by or made by the riders and virtual riders. These donations are deposited and maintained in an account that is entirely separate from Pelotonia's operating account and 100% of these donations are transferred to The Ohio State University Foundation to be directed to cancer research at The Ohio State University Comprehensive Cancer Center and James Cancer Hospital. Because Pelotonia's fundraising period for each of its events starts in December of one year and ends in November of the next year, the donations reported on the 990 in any particular fiscal year actually represent donations raised for two different Pelotonia events - i.e. donations for the event that was ongoing between July and November of a particular year and the donations for the event that was ongoing between December and June of the next year. Form 990, Part IV, Line 34 As noted in Part 1, Line 1, the organization is operated for the benefit of The Ohio State University; however, based on the definition of "related" in the instructions to the Form 990, the organization and The Ohio State University are not related. The organization is not a supporting organization under IRC 509(a)(3). It maintains its public charity status under IRC 509(a)(1). Also, the University does not appoint a majority of the organization's directors. All of the information in Schedule R or in other parts of the Form 990 for related organizations is available from The Ohio State University upon request. Form 990, Part V, Line 1a The organization paid no contractors. The contractors used in Section B or Part VI were paid by Pelotonia, the disregarded entity listed in Schedule R. Form 990, Part V, Line 2a The organization has no employees. For Pelotonia LLC, the disregarded entity reported in Schedule R, the employees are contracted for through Sequent so no W-2's are reported. Form 990, Part VI, Section A, Line 2 Robert Schottenstein and Susan Schottenstein Diamond are cousins. Form 990, Part VI, Section B, Line 11b Before the Form 990 is filed, it is reviewed by the Audit Committee of the Board. Prior to being filed the Form 990 is made available to all board members for comments. Form 990, Part VI, Section B, Line 12c Board members are required to complete a conflict of interest questionnaire annually. Staff members follow up on any conflicts disclosed on the questionnaires. Any conflicts not resolved by staff are presented to the Audit Committee for resolution. Form 990, Part VI, Section B, Line 15 The Board of Pelotonia, the disregarded entity reported in Schedule R, gathered comparability data and reviewed that prior to determining the total compensation of the key employees. The key employees are not Board members of the organization or Pelotonia. Compensation discussions were held in executive session of the Pelotonia Board and documented. Form 990, Part VI, Section C, Line 19 The governing documents, conflict of interest policy, and financial statements are available upon request. Form 990, Part XI, Line 9 Includes gift annuity reserve adjustment of $1,970,343 and charitable remainder trust income of $(1,801,179). Clifton Holdings LLC c/o Jack Lucks Jr 150 E Broad Street Columbus OH 43215 311145986 Owner of real property located in Bexley, Ohio OH 0 3275918 N/A Pelotonia LLC Formerly known as NetJames Holdings LLC 351 W Nationwide Blvd Columbus OH 43215 311145986 Operation and administration of annual bicycling fundraising events to support cancer research OH 30685375 19057709 N/A