OHIO STATE UNIVERSITY FOUNDATION: Form 990, tax year 2015

View the entire original 990 at ProPublica ↗

Organization
OHIO STATE UNIVERSITY FOUNDATION (EIN 31-1145986)
Tax period
2015-07-01 to 2016-06-30
Filed
2017-04-26
IRS object ID
201731179349301453
Schema version
2015v3.0
Source
Download XML · Original 990 at ProPublica

Every field in the e-filed return. Faint text is the IRS element name, for citing.

Return header ReturnHeader

FieldValueIRS element (for citing)
Return2017-04-26T09:48:21-07:00ReturnTs
Tax Period End2016-06-30TaxPeriodEndDt
Return Type990ReturnTypeCd
Tax Period Begin2015-07-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN311145986EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1OHIO STATE UNIVERSITY FOUNDATIONBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlOHIOBusinessNameControlTxt
Phone6142922141PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line11480 W Lane AveAddressLine1Txt
CityColumbusCityNm
State AbbreviationOHStateAbbreviationCd
ZIP43221ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonMichael PapadakisPersonNm
Person TitleAssistant TreasurerPersonTitleTxt
Phone6142928520PhoneNum
Signature2017-04-26SignatureDt
FieldValueIRS element (for citing)
Tax2015TaxYr
Build TS2021-01-29 14:40:06ZBuildTS

Form 990 IRS990

FieldValueIRS element (for citing)
Principal OfficerMichael C EicherPrincipalOfficerNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line11480 W Lane AveAddressLine1Txt
CityColumbusCityNm
State AbbreviationOHStateAbbreviationCd
ZIP43221ZIPCd
FieldValueIRS element (for citing)
Gross Receipts$249,229,714GrossReceiptsAmt
Group Return For Affiliates0GroupReturnForAffiliatesInd
Organization501c3Yes (X)Organization501c3Ind
Website Addresswww.osu.edu/givingWebsiteAddressTxt
Type Of Organization CorpYes (X)TypeOfOrganizationCorpInd
Formation1985FormationYr
Legal Domicile StateOHLegalDomicileStateCd
Activity Or MissionThe Foundation raises funds, manages endowments, and manages planned gifts for the benefit of The Ohio State University.ActivityOrMissionDesc
Voting Members Governing Body46VotingMembersGoverningBodyCnt
Voting Members Independent46VotingMembersIndependentCnt
Total Employee0TotalEmployeeCnt
Total Volunteers2770TotalVolunteersCnt
Total Gross UBI$0TotalGrossUBIAmt
Net Unrelated Bus Txbl Incm-$11,770NetUnrelatedBusTxblIncmAmt
PY Contributions Grants$222,223,332PYContributionsGrantsAmt
CY Contributions Grants$232,151,865CYContributionsGrantsAmt
PY Program Service Revenue$0PYProgramServiceRevenueAmt
CY Program Service Revenue$0CYProgramServiceRevenueAmt
PY Investment Income$18,489,558PYInvestmentIncomeAmt
CY Investment Income$15,232,329CYInvestmentIncomeAmt
PY Other Revenue$1,633,215PYOtherRevenueAmt
CY Other Revenue$1,845,520CYOtherRevenueAmt
PY Total Revenue$242,346,105PYTotalRevenueAmt
CY Total Revenue$249,229,714CYTotalRevenueAmt
PY Grants And Similar Paid$0PYGrantsAndSimilarPaidAmt
CY Grants And Similar Paid$0CYGrantsAndSimilarPaidAmt
PY Benefits Paid To Members$0PYBenefitsPaidToMembersAmt
CY Benefits Paid To Members$0CYBenefitsPaidToMembersAmt
PY Salaries Comp Emp Bnft Paid$1,380,936PYSalariesCompEmpBnftPaidAmt
CY Salaries Comp Emp Bnft Paid$2,161,496CYSalariesCompEmpBnftPaidAmt
PY Total Prof Fndrsng Expns$0PYTotalProfFndrsngExpnsAmt
CY Total Prof Fndrsng Expns$0CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense$4,889,132CYTotalFundraisingExpenseAmt
PY Other Expenses$216,860,305PYOtherExpensesAmt
CY Other Expenses$217,912,051CYOtherExpensesAmt
PY Total Expenses$218,241,241PYTotalExpensesAmt
CY Total Expenses$220,073,547CYTotalExpensesAmt
PY Revenues Less Expenses$24,104,864PYRevenuesLessExpensesAmt
CY Revenues Less Expenses$29,156,167CYRevenuesLessExpensesAmt
Total Assets BOY$922,267,918TotalAssetsBOYAmt
Total Assets EOY$930,633,718TotalAssetsEOYAmt
Total Liabilities BOY$43,987,777TotalLiabilitiesBOYAmt
Total Liabilities EOY$50,870,996TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY$878,280,141NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY$879,762,722NetAssetsOrFundBalancesEOYAmt
MissionThe Foundation raises funds, manages endowments, and manages planned gifts for the benefit of The Ohio State University.MissionDesc
Significant New Program Srvc0SignificantNewProgramSrvcInd
Significant Change0SignificantChangeInd
Expense$197,295,124ExpenseAmt
Grant$0GrantAmt
Revenue$0RevenueAmt
DescDistributions to The Ohio State UniversityDesc

Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp

FieldValueIRS element (for citing)
Expense$1,631,972ExpenseAmt
Grant$0GrantAmt
Revenue$0RevenueAmt
DescDistributions to Gift AnnuitantsDesc

Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp

FieldValueIRS element (for citing)
Expense$991,810ExpenseAmt
Grant$0GrantAmt
Revenue$0RevenueAmt
DescDistribution of matured Gift Annuities to The Ohio State UniversityDesc
FieldValueIRS element (for citing)
Total Other Prog Srvc Expense$0TotalOtherProgSrvcExpenseAmt
Total Other Prog Srvc Grant$0TotalOtherProgSrvcGrantAmt
Total Other Prog Srvc Revenue$0TotalOtherProgSrvcRevenueAmt
Total Program Service Expenses$199,918,906TotalProgramServiceExpensesAmt
Described In Section501c3Yes (1)DescribedInSection501c3Ind
Schedule B RequiredYes (1)ScheduleBRequiredInd
Political Campaign Acty0PoliticalCampaignActyInd
Lobbying Activities0LobbyingActivitiesInd
Subject To Proxy Tax0SubjectToProxyTaxInd
Donor Advised FundYes (1)DonorAdvisedFundInd
Conservation Easements0ConservationEasementsInd
Collections Of Art0CollectionsOfArtInd
Credit Counseling0CreditCounselingInd
Temp Or Permanent EndowmentsYes (1)TempOrPermanentEndowmentsInd
Report Land Building EquipmentYes (1)ReportLandBuildingEquipmentInd
Report Investments Other SecYes (1)ReportInvestmentsOtherSecInd
Report Program Related Invst0ReportProgramRelatedInvstInd
Report Other Assets0ReportOtherAssetsInd
Report Other LiabilitiesYes (1)ReportOtherLiabilitiesInd
Include FIN48 Footnote0IncludeFIN48FootnoteInd
Independent Audit Fincl StmtYes (1)IndependentAuditFinclStmtInd
Consolidated Audit Fincl StmtYes (1)ConsolidatedAuditFinclStmtInd
School Operating0SchoolOperatingInd
Foreign Office0ForeignOfficeInd
Foreign Activities0ForeignActivitiesInd
More Than5000 K To Org0MoreThan5000KToOrgInd
More Than5000 K To Individuals0MoreThan5000KToIndividualsInd
Professional Fundraising0ProfessionalFundraisingInd
Fundraising ActivitiesYes (1)FundraisingActivitiesInd
Gaming Activities0GamingActivitiesInd
Operate Hospital0OperateHospitalInd
Grants To Organizations0GrantsToOrganizationsInd
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 With Officer Ent0BusinessRlnWithOfficerEntInd
Deductible Non Cash ContriYes (1)DeductibleNonCashContriInd
Deductible Art ContributionYes (1)DeductibleArtContributionInd
Terminate Operations0TerminateOperationsInd
Partial Liquidation0PartialLiquidationInd
Disregarded EntityYes (1)DisregardedEntityInd
Related Entity0RelatedEntityInd
Related Organization Ctrl Ent0RelatedOrganizationCtrlEntInd
Trnsfr Exmpt Non Chrtbl Rltd Org0TrnsfrExmptNonChrtblRltdOrgInd
Activities Conducted Prtshp0ActivitiesConductedPrtshpInd
Schedule O RequiredYes (1)ScheduleORequiredInd
Info In Schedule O Part VYes (X)InfoInScheduleOPartVInd
IRP Document252IRPDocumentCnt
IRP Document W2 G0IRPDocumentW2GCnt
Backup Wthld ComplianceYes (1)BackupWthldComplianceInd
Employee0EmployeeCnt
Unrelated Bus Incm Over LimitYes (1)UnrelatedBusIncmOverLimitInd
Form990 T FiledYes (1)Form990TFiledInd
Foreign Financial Account0ForeignFinancialAccountInd
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTransInd
Taxable Party Notification0TaxablePartyNotificationInd
Nondeductible Contributions0NondeductibleContributionsInd
Quid Pro Quo ContributionsYes (1)QuidProQuoContributionsInd
Quid Pro Quo Contri DisclYes (1)QuidProQuoContriDisclInd
Form8282 Property Disposed Of0Form8282PropertyDisposedOfInd
Rcv Fnds To Pay Prsnl Bnft Cntrct0RcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft Cntrct0PayPremiumsPrsnlBnftCntrctInd
Indoor Tanning Services0IndoorTanningServicesInd
Info In Schedule O Part VIYes (X)InfoInScheduleOPartVIInd
Governing Body Voting Members46GoverningBodyVotingMembersCnt
Independent Voting Member46IndependentVotingMemberCnt
Family Or Business RlnYes (1)FamilyOrBusinessRlnInd
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 CEOYes (1)CompensationProcessCEOInd
Compensation Process OtherYes (1)CompensationProcessOtherInd
Investment In Joint Venture0InvestmentInJointVentureInd
States Where Copy Of Return Is FldCAStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldKYStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldMAStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldMDStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldMEStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldMIStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldMNStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldNHStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldNJStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldNYStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldOHStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldORStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldPAStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldSCStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldUTStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldWIStatesWhereCopyOfReturnIsFldCd
Upon RequestYes (X)UponRequestInd

Books In Care Of Detail BooksInCareOfDetail

FieldValueIRS element (for citing)
PersonJulie L SaundersPersonNm
Phone6142927458PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line12020 Blankenship HallAddressLine1Txt
Address Line2901 Woody Hayes DriveAddressLine2Txt
CityColumbusCityNm
State AbbreviationOHStateAbbreviationCd
ZIP432104016ZIPCd

Form990 Part VII Section A Form990PartVIISectionAGrp (55 entries)

TitleTitleTxtAverage Hours Per WeekAverageHoursPerWeekRtAverage Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRtIndividual Trustee Or DirectorIndividualTrusteeOrDirectorIndOfficerOfficerIndReportable Comp From OrgReportableCompFromOrgAmtReportable Comp From Rltd OrgReportableCompFromRltdOrgAmtOther CompensationOtherCompensationAmtKey EmployeeKeyEmployeeIndHighest Compensated EmployeeHighestCompensatedEmployeeIndFormer Ofcr Director TrusteeFormerOfcrDirectorTrusteeInd
Tanny B Crane
Board of Directors and Officer0.50Yes (X)Yes (X)$0$0$0
Patricia E Aveni
Board of Directors0.250Yes (X)$0$0$0
C Richard Beckett
Board of Directors0.250Yes (X)$0$0$0
Janis Block
Board of Directors0.250Yes (X)$0$0$0
Michael H Carpenter
Board of Directors0.250Yes (X)$0$0$0
ChihMing Chen
Board of Directors0.250Yes (X)$0$0$0
G Gilbert Cloyd
Board of Directors0.250Yes (X)$0$0$0
Phylllis A Cummins
Board of Directors0.250Yes (X)$0$0$0
Walter E Dennis Jr
Board of Directors0.250Yes (X)$0$0$0
James F Dietz
Board of Directors0.250Yes (X)$0$0$0
Susan R Edwards
Board of Directors0.250Yes (X)$0$0$0
Ruann F Ernst
Board of Directors0.250Yes (X)$0$0$0
Jane Fawcett Hoover
Board of Directors0.250Yes (X)$0$0$0
Barbara K Fergus
Board of Directors0.250Yes (X)$0$0$0
Elizabeth B Germain
Board of Directors and Officer0.500Yes (X)Yes (X)$0$0$0
John C Gray
Board of Directors0.250Yes (X)$0$0$0
Jole R Harmon
Board of Directors0.250Yes (X)$0$0$0
Cynthia Hilsheimer
Board of Directors0.250Yes (X)$0$0$0
Keith B Key
Board of Directors0.250Yes (X)$0$0$0
Nancy J Kramer
Board of Directors0.250Yes (X)$0$0$0
William G Lowrie
Board of Directors0.250Yes (X)$0$0$0
Frank Mauceri
Board of Directors0.250Yes (X)$0$0$0
Stephen G Mehallis
Board of Directors0.250Yes (X)$0$0$0
Stephen D Milligan
Board of Directors0.250Yes (X)$0$0$0
Keith D Monda
Board of Directors and Officer0.50Yes (X)Yes (X)$0$0$0
Martin C Murrer
Board of Directors0.250Yes (X)$0$0$0
Edwin L Overmyer
Board of Directors0.250Yes (X)$0$0$0
W Ray Persons
Board of Directors and Officer0.50Yes (X)Yes (X)$0$0$0
Floradelle A Pfahl
Board of Directors0.250Yes (X)$0$0$0
Carter G Phillips
Board of Directors0.250Yes (X)$0$0$0
Ralph R Rockow
Board of Directors0.250Yes (X)$0$0$0
Stanley D Ross
Board of Directors0.250Yes (X)$0$0$0
Robert H Schottenstein
Board of Directors0.250Yes (X)$0$0$0
Susan Schottenstein Diamond
Board of Directors0.250Yes (X)$0$0$0
Daniel J Wampler
Board of Directors and Officer0.50Yes (X)Yes (X)$0$0$0
Gifford Weary
Board of Directors0.250Yes (X)$0$0$0
Robert J Weiler
Board of Directors0.250Yes (X)$0$0$0
Alec Wightman
Board of Directors0.250Yes (X)$0$0$0
Iris S Wolstein
Board of Directors0.250Yes (X)$0$0$0
Robert L Wright
Board of Directors0.250Yes (X)$0$0$0
Michael V Drake
Ex Officio Director0.50Yes (X)$0$0$0
Michael C Eicher
Ex Officio Director and Officer500Yes (X)Yes (X)$0$0$0
S Ann Hamilton
Ex Officio Director0.250Yes (X)$0$0$0
John C Lane
Ex Officio Director0.250Yes (X)$0$0$0
David C Manderscheid
Ex Officio Director0.250Yes (X)$0$0$0
Bruce A McPherson
Ex Officio Director0.250Yes (X)$0$0$0
James E Smith
Ex Officio Director0.250Yes (X)$0$0$0
Suzanne R Galyardt
Officer0.250Yes (X)$0$0$0
Michael Papadakis
Officer0.250Yes (X)$0$0$0
Douglas Ulman
President and CEO - Pelotonia050$644,710$0$23,955Yes (X)
Kelley Griesmer
COO - Pelotonia050$222,354$0$19,004Yes (X)
Michael Nestor
VP - Pelotonia040$118,118$0$7,396Yes (X)
Kristopher Anderson
Director - Pelotonia040$102,740$0$9,270Yes (X)
Susie Pattison
Director - Pelotonia040$115,729$0$10,322Yes (X)
Thomas Lennox
Former CEO - Pelotonia00$151,590$0$0Yes (X)
FieldValueIRS element (for citing)
Total Reportable Comp From Org$1,355,241TotalReportableCompFromOrgAmt
Tot Reportable Comp Rltd Org$0TotReportableCompRltdOrgAmt
Total Other Compensation$69,947TotalOtherCompensationAmt
Indiv Rcvd Greater Than100 K6IndivRcvdGreaterThan100KCnt
Former Ofcr Employees ListedYes (1)FormerOfcrEmployeesListedInd
Total Comp Greater Than150 KYes (1)TotalCompGreaterThan150KInd
Compensation From Other Srcs0CompensationFromOtherSrcsInd

Contractor Compensation ContractorCompensationGrp (4 entries)

Address Line1ContractorAddress/USAddress/AddressLine1TxtCityContractorAddress/USAddress/CityNmState AbbreviationContractorAddress/USAddress/StateAbbreviationCdZIPContractorAddress/USAddress/ZIPCdServicesServicesDescCompensationCompensationAmtAddress Line2ContractorAddress/USAddress/AddressLine2Txt
AVI Foodsystems Inc
6465 Busch BlvdColumbusOH43229Food service$417,333
Thomas D Lennox
16 New Albany Farms RoadNew AlbanyOH43054Management Services$151,590
Fort Ventures LLC
17 Brickel StColumbusOH43215Creative design studio$118,280Ste D
Live Technologies
3445 Millennium CourtColumbusOH43219Concert Audio and Visual$105,000
FieldValueIRS element (for citing)
Cntrct Rcvd Greater Than100 K4CntrctRcvdGreaterThan100KCnt
Federated Campaigns$0FederatedCampaignsAmt
Membership Dues$0MembershipDuesAmt
Fundraising$26,773,182FundraisingAmt
Related Organizations$0RelatedOrganizationsAmt
Government Grants$0GovernmentGrantsAmt
All Other Contributions$205,378,683AllOtherContributionsAmt
Noncash Contributions$21,996,381NoncashContributionsAmt
Total Contributions$232,151,865TotalContributionsAmt
Total Program Service Revenue$0TotalProgramServiceRevenueAmt

Investment Income InvestmentIncomeGrp

FieldValueIRS element (for citing)
Total Revenue Column$15,232,329TotalRevenueColumnAmt
Related Or Exempt Func Income$15,232,329RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue$0UnrelatedBusinessRevenueAmt
Exclusion$0ExclusionAmt

Incm From Invest Bond Proceeds IncmFromInvestBondProceedsGrp

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

Royalties Revenue RoyaltiesRevenueGrp

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

Rental Income Or Loss RentalIncomeOrLossGrp

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

Gain Or Loss GainOrLossGrp

FieldValueIRS element (for citing)
Securities$0SecuritiesAmt
Other$0OtherAmt
FieldValueIRS element (for citing)
Contri Rpt Fundraising Event$26,773,182ContriRptFundraisingEventAmt

Other Revenue Misc OtherRevenueMiscGrp (3 entries)

DescDescBusinessBusinessCdTotal Revenue ColumnTotalRevenueColumnAmtRelated Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmtUnrelated Business RevenueUnrelatedBusinessRevenueAmtExclusionExclusionAmt
Pelotonia registration fees900099$879,888$879,888$0$0
Pelotonia other income900099$553,550$553,550$0$0
Reimbursement agreement900099$320,000$320,000$0$0

Miscellaneous Revenue MiscellaneousRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$92,082TotalRevenueColumnAmt
Related Or Exempt Func Income$92,082RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue$0UnrelatedBusinessRevenueAmt
Exclusion$0ExclusionAmt
FieldValueIRS element (for citing)
Other Revenue Total$1,845,520OtherRevenueTotalAmt

Total Revenue TotalRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$249,229,714TotalRevenueColumnAmt
Related Or Exempt Func Income$17,077,849RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue$0UnrelatedBusinessRevenueAmt
Exclusion$0ExclusionAmt

Other Salaries And Wages OtherSalariesAndWagesGrp

FieldValueIRS element (for citing)
Total$2,126,754TotalAmt
Management And General$96,574ManagementAndGeneralAmt
Fundraising$2,030,180FundraisingAmt

Other Employee Benefits OtherEmployeeBenefitsGrp

FieldValueIRS element (for citing)
Total$34,742TotalAmt
Management And General$34,742ManagementAndGeneralAmt
Fundraising$0FundraisingAmt

Fees For Services Management FeesForServicesManagementGrp

FieldValueIRS element (for citing)
Total$116,677TotalAmt
Fundraising$116,677FundraisingAmt

Fees For Services Legal FeesForServicesLegalGrp

FieldValueIRS element (for citing)
Total$14,055TotalAmt
Management And General$5,217ManagementAndGeneralAmt
Fundraising$8,838FundraisingAmt

Fees For Services Accounting FeesForServicesAccountingGrp

FieldValueIRS element (for citing)
Total$121,610TotalAmt
Management And General$76,210ManagementAndGeneralAmt
Fundraising$45,400FundraisingAmt

Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp

FieldValueIRS element (for citing)
Total$15,352,903TotalAmt
Management And General$15,352,903ManagementAndGeneralAmt

Fees For Services Other FeesForServicesOtherGrp

FieldValueIRS element (for citing)
Total$86,517TotalAmt
Fundraising$86,517FundraisingAmt

Advertising AdvertisingGrp

FieldValueIRS element (for citing)
Total$718,099TotalAmt
Fundraising$718,099FundraisingAmt

Office Expenses OfficeExpensesGrp

FieldValueIRS element (for citing)
Total$263,908TotalAmt
Management And General$629ManagementAndGeneralAmt
Fundraising$263,279FundraisingAmt

Information Technology InformationTechnologyGrp

FieldValueIRS element (for citing)
Total$93,378TotalAmt
Management And General$12,540ManagementAndGeneralAmt
Fundraising$80,838FundraisingAmt

Occupancy OccupancyGrp

FieldValueIRS element (for citing)
Total$138,213TotalAmt
Management And General$44,081ManagementAndGeneralAmt
Fundraising$94,132FundraisingAmt

Travel TravelGrp

FieldValueIRS element (for citing)
Total$15,485TotalAmt
Fundraising$15,485FundraisingAmt

Depreciation Depletion DepreciationDepletionGrp

FieldValueIRS element (for citing)
Total$247,210TotalAmt
Management And General$247,210ManagementAndGeneralAmt

Other Expenses OtherExpensesGrp (4 entries)

DescDescTotalTotalAmtProgram ServicesProgramServicesAmtManagement And GeneralManagementAndGeneralAmtFundraisingFundraisingAmt
Distributions to The Ohio State University and gift annuity remainder distributions$198,286,934$198,286,934$0$0
Distributions to gift annuitants$1,631,972$1,631,972$0$0
Provision for uncollectible pledges-$637,533$0-$637,533$0
Event expenses$1,426,993$0$0$1,426,993

All Other Expenses AllOtherExpensesGrp

FieldValueIRS element (for citing)
Total$35,630TotalAmt
Management And General$32,936ManagementAndGeneralAmt
Fundraising$2,694FundraisingAmt

Total Functional Expenses TotalFunctionalExpensesGrp

FieldValueIRS element (for citing)
Total$220,073,547TotalAmt
Program Services$199,918,906ProgramServicesAmt
Management And General$15,265,509ManagementAndGeneralAmt
Fundraising$4,889,132FundraisingAmt

Cash Non Interest Bearing CashNonInterestBearingGrp

FieldValueIRS element (for citing)
BOY$3,277,377BOYAmt
EOY$2,494,541EOYAmt

Savings And Temp Cash Invst SavingsAndTempCashInvstGrp

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

Pledges And Grants Receivable PledgesAndGrantsReceivableGrp

FieldValueIRS element (for citing)
BOY$102,029,477BOYAmt
EOY$100,755,039EOYAmt

Accounts Receivable AccountsReceivableGrp

FieldValueIRS element (for citing)
BOY$8,368,834BOYAmt
EOY$9,878,503EOYAmt
FieldValueIRS element (for citing)
Land Bldg Equip Cost Or Other Bss$9,911,691LandBldgEquipCostOrOtherBssAmt
Land Bldg Equip Accum Deprec$2,509,690LandBldgEquipAccumDeprecAmt

Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp

FieldValueIRS element (for citing)
BOY$6,457,710BOYAmt
EOY$7,402,001EOYAmt

Investments Pub Traded Sec InvestmentsPubTradedSecGrp

FieldValueIRS element (for citing)
BOY$224,007,092BOYAmt
EOY$258,974,381EOYAmt

Investments Other Securities InvestmentsOtherSecuritiesGrp

FieldValueIRS element (for citing)
BOY$578,054,498BOYAmt
EOY$550,989,996EOYAmt

Other Assets Total OtherAssetsTotalGrp

FieldValueIRS element (for citing)
BOY$72,930BOYAmt
EOY$139,257EOYAmt

Total Assets TotalAssetsGrp

FieldValueIRS element (for citing)
BOY$922,267,918BOYAmt
EOY$930,633,718EOYAmt

Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp

FieldValueIRS element (for citing)
BOY$129,099BOYAmt
EOY$204,655EOYAmt

Deferred Revenue DeferredRevenueGrp

FieldValueIRS element (for citing)
BOY$15,176,602BOYAmt
EOY$16,263,529EOYAmt

Other Liabilities OtherLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$28,682,076BOYAmt
EOY$34,402,812EOYAmt

Total Liabilities TotalLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$43,987,777BOYAmt
EOY$50,870,996EOYAmt
FieldValueIRS element (for citing)
Organization Follows SFAS117Yes (X)OrganizationFollowsSFAS117Ind

Unrestricted Net Assets UnrestrictedNetAssetsGrp

FieldValueIRS element (for citing)
BOY$15,176,429BOYAmt
EOY$14,480,143EOYAmt

Temporarily Rstr Net Assets TemporarilyRstrNetAssetsGrp

FieldValueIRS element (for citing)
BOY$148,446,965BOYAmt
EOY$121,123,712EOYAmt

Permanently Rstr Net Assets PermanentlyRstrNetAssetsGrp

FieldValueIRS element (for citing)
BOY$714,656,747BOYAmt
EOY$744,158,867EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$878,280,141BOYAmt
EOY$879,762,722EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$922,267,918BOYAmt
EOY$930,633,718EOYAmt
FieldValueIRS element (for citing)
Info In Schedule O Part XIYes (X)InfoInScheduleOPartXIInd
Reconcilation Revenue Expnss$29,156,167ReconcilationRevenueExpnssAmt
Net Unrlzd Gains Losses Invst-$27,679,249NetUnrlzdGainsLossesInvstAmt
Donated Services And Use Fclts$0DonatedServicesAndUseFcltsAmt
Investment Expense$0InvestmentExpenseAmt
Prior Period Adjustments$0PriorPeriodAdjustmentsAmt
Other Changes In Net Assets$5,663OtherChangesInNetAssetsAmt
Method Of Accounting AccrualYes (X)MethodOfAccountingAccrualInd
Accountant Compile Or ReviewYes (1)AccountantCompileOrReviewInd

Acct Compile Or Review Basis AcctCompileOrReviewBasisGrp

FieldValueIRS element (for citing)
Consol And Sep Basis Fincl StmtYes (X)ConsolAndSepBasisFinclStmtInd
FieldValueIRS element (for citing)
FS AuditedYes (1)FSAuditedInd

FS Audited Basis FSAuditedBasisGrp

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

Schedule A IRS990ScheduleA

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

Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$199,861,519CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$218,861,008CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$192,266,129CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$222,223,332CurrentTaxYearMinus1YearAmt
Current Tax Year$232,151,865CurrentTaxYearAmt
Total$1,065,363,853TotalAmt

Tax Rev Levied Orgnztnl Bnft170 TaxRevLeviedOrgnztnlBnft170Grp

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

Govt Furn Srvc Fclts Vl170 GovtFurnSrvcFcltsVl170Grp

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

Total Calendar Year170 TotalCalendarYear170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$199,861,519CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$218,861,008CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$192,266,129CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$222,223,332CurrentTaxYearMinus1YearAmt
Current Tax Year$232,151,865CurrentTaxYearAmt
Total$1,065,363,853TotalAmt
FieldValueIRS element (for citing)
Substantial Contributors Tot$917,322SubstantialContributorsTotAmt
Public Support Total170$1,064,446,531PublicSupportTotal170Amt

Gross Investment Income170 GrossInvestmentIncome170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$11,266,573CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$12,390,843CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$16,342,005CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$18,553,548CurrentTaxYearMinus1YearAmt
Current Tax Year$15,292,159CurrentTaxYearAmt
Total$73,845,128TotalAmt
FieldValueIRS element (for citing)
Total Support$1,139,208,981TotalSupportAmt
Public Support CY1700.93437PublicSupportCY170Pct
Public Support PY1700.92025PublicSupportPY170Pct
Thirty Thr Pct Suprt Tests CY170Yes (X)ThirtyThrPctSuprtTestsCY170Ind

Schedule B IRS990ScheduleB

Contributor Information ContributorInformationGrp

FieldValueIRS element (for citing)
ContributorRESTRICTEDContributorNum

Contributor Business Name ContributorBusinessName

FieldValueIRS element (for citing)
Business Name Line1RESTRICTEDBusinessNameLine1

Contributor US Address ContributorUSAddress

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

Schedule D IRS990ScheduleD

FieldValueIRS element (for citing)
Donor Advised Funds Held0DonorAdvisedFundsHeldCnt
Funds And Other Accounts Held4FundsAndOtherAccountsHeldCnt
Donor Advised Funds Contri$0DonorAdvisedFundsContriAmt
Funds And Other Accounts Contri$24,159FundsAndOtherAccountsContriAmt
Donor Advised Funds Grants$0DonorAdvisedFundsGrantsAmt
Funds And Other Accounts Grants$41,309FundsAndOtherAccountsGrantsAmt
Donor Advised Funds Vl EOY$0DonorAdvisedFundsVlEOYAmt
Funds And Other Accounts Vl EOY$1,136,340FundsAndOtherAccountsVlEOYAmt
Disclosed Org Leg CtrlYes (1)DisclosedOrgLegCtrlInd
Disclosed For Charitable PrpsYes (1)DisclosedForCharitablePrpsInd

CY Endwmt Fund CYEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$757,158,186BeginningYearBalanceAmt
Contributions$63,029,783ContributionsAmt
Investment Earnings Or Losses-$11,494,479InvestmentEarningsOrLossesAmt
Grants Or Scholarships$0GrantsOrScholarshipsAmt
Other Expenditures$30,008,699OtherExpendituresAmt
Administrative Expenses$15,352,903AdministrativeExpensesAmt
End Year Balance$763,331,888EndYearBalanceAmt

CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$710,961,474BeginningYearBalanceAmt
Contributions$58,771,147ContributionsAmt
Investment Earnings Or Losses$31,391,011InvestmentEarningsOrLossesAmt
Grants Or Scholarships$0GrantsOrScholarshipsAmt
Other Expenditures$28,705,174OtherExpendituresAmt
Administrative Expenses$15,260,272AdministrativeExpensesAmt
End Year Balance$757,158,186EndYearBalanceAmt

CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$589,702,215BeginningYearBalanceAmt
Contributions$51,730,551ContributionsAmt
Investment Earnings Or Losses$110,406,299InvestmentEarningsOrLossesAmt
Grants Or Scholarships$0GrantsOrScholarshipsAmt
Other Expenditures$26,851,227OtherExpendituresAmt
Administrative Expenses$14,026,364AdministrativeExpensesAmt
End Year Balance$710,961,474EndYearBalanceAmt

CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$500,824,488BeginningYearBalanceAmt
Contributions$58,066,801ContributionsAmt
Investment Earnings Or Losses$69,080,552InvestmentEarningsOrLossesAmt
Grants Or Scholarships$0GrantsOrScholarshipsAmt
Other Expenditures$25,942,143OtherExpendituresAmt
Administrative Expenses$12,327,483AdministrativeExpensesAmt
End Year Balance$589,702,215EndYearBalanceAmt

CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$484,426,575BeginningYearBalanceAmt
Contributions$43,892,883ContributionsAmt
Investment Earnings Or Losses$8,152,215InvestmentEarningsOrLossesAmt
Grants Or Scholarships$0GrantsOrScholarshipsAmt
Other Expenditures$23,080,758OtherExpendituresAmt
Administrative Expenses$12,566,427AdministrativeExpensesAmt
End Year Balance$500,824,488EndYearBalanceAmt
FieldValueIRS element (for citing)
Board Designated Balance EOY0BoardDesignatedBalanceEOYPct
Prmnnt Endowment Balance EOY0.9834PrmnntEndowmentBalanceEOYPct
Term Endowment Balance EOY0.0166TermEndowmentBalanceEOYPct
Endowments Held Unrelated Org0EndowmentsHeldUnrelatedOrgInd
Endowments Held Related Org0EndowmentsHeldRelatedOrgInd

Land LandGrp

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

Buildings BuildingsGrp

FieldValueIRS element (for citing)
Investment Cost Or Other Basis$0InvestmentCostOrOtherBasisAmt
Other Cost Or Other Basis$5,219,174OtherCostOrOtherBasisAmt
Depreciation$1,943,417DepreciationAmt
Book Value$3,275,757BookValueAmt

Leasehold Improvements LeaseholdImprovementsGrp

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

Equipment EquipmentGrp

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

Other Land Buildings OtherLandBuildingsGrp

FieldValueIRS element (for citing)
Investment Cost Or Other Basis$3,883,621InvestmentCostOrOtherBasisAmt
Other Cost Or Other Basis$808,896OtherCostOrOtherBasisAmt
Depreciation$566,273DepreciationAmt
Book Value$4,126,244BookValueAmt
FieldValueIRS element (for citing)
Total Book Value Land Buildings$7,402,001TotalBookValueLandBuildingsAmt

Other Securities OtherSecuritiesGrp (2 entries)

DescDescBook ValueBookValueAmtMethod ValuationMethodValuationCd
Investment Partnerships$549,676,716F
Life Insurance Polices$1,313,280F
FieldValueIRS element (for citing)
Total Book Value Securities$550,989,996TotalBookValueSecuritiesAmt
Federal Income Tax Liability$0FederalIncomeTaxLiabilityAmt

Other Liabilities Org OtherLiabilitiesOrgGrp (3 entries)

DescDescAmtAmt
Obligation and Reserve for Gift Annuity$17,816,239
Charitable Remainder Trust Liabilities$15,038,909
Due to The Ohio State University$1,547,664
FieldValueIRS element (for citing)
Total Liability$34,402,812TotalLiabilityAmt
Total Rev Etc Audited Fincl Stmt$221,556,128TotalRevEtcAuditedFinclStmtAmt
Net Unrealized Gains Invst-$27,679,249NetUnrealizedGainsInvstAmt
Donated Services And Use Fclts$0DonatedServicesAndUseFcltsAmt
Recoveries Prior Year Grants$0RecoveriesPriorYearGrantsAmt
Other Revenue$5,663OtherRevenueAmt
Revenue Not Reported-$27,673,586RevenueNotReportedAmt
Revenue Subtotal$249,229,714RevenueSubtotalAmt
Investment Expenses Not Incld$0InvestmentExpensesNotIncldAmt
Other Revenues Not Included$0OtherRevenuesNotIncludedAmt
Revenue Not Reported Fincl Stmt$0RevenueNotReportedFinclStmtAmt
Total Revenue Per Form990$249,229,714TotalRevenuePerForm990Amt
Tot Expns Etc Audited Fincl Stmt$220,073,547TotExpnsEtcAuditedFinclStmtAmt
Donated Services Use Fclts$0DonatedServicesUseFcltsAmt
Prior Year Adjustments$0PriorYearAdjustmentsAmt
Losses Reported$0LossesReportedAmt
Other Expenses Included$0OtherExpensesIncludedAmt
Expenses Not Reported$0ExpensesNotReportedAmt
Expenses Subtotal$220,073,547ExpensesSubtotalAmt
Investment Expenses Not Incld2$0InvestmentExpensesNotIncld2Amt
Other Expenses Not Included$0OtherExpensesNotIncludedAmt
Expenses Not Rpt Fincl Stmt$0ExpensesNotRptFinclStmtAmt
Total Expenses Per Form990$220,073,547TotalExpensesPerForm990Amt

Supplemental Information Detail SupplementalInformationDetail (2 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
Schedule D, Part V, Line 4To permanently enhance The Ohio State University and its programs
Schedule D, Part XI, Line 2dIncludes gift annuity reserve adjustment of $(2,036,959) and charitable remainder trust income of $2,042,622.

Schedule G IRS990ScheduleG

Fundraising Event Information FundraisingEventInformationGrp

FieldValueIRS element (for citing)
Event1Pelotonia which is a bicycle tour to benefit cancer researchEvent1Nm
Gross Receipts Event1$26,773,182GrossReceiptsEvent1Amt
Charitable Contri Event1$0CharitableContriEvent1Amt
Gross Revenue Event1$26,773,182GrossRevenueEvent1Amt
Cash Prizes Event1$0CashPrizesEvent1Amt
Non Cash Prizes Event1$0NonCashPrizesEvent1Amt
Rent Facility Costs Event1$173,501RentFacilityCostsEvent1Amt
Food And Beverage Event1$474,405FoodAndBeverageEvent1Amt
Entertainment Event1$0EntertainmentEvent1Amt
Other Direct Expenses Event1$779,087OtherDirectExpensesEvent1Amt
Food And Beverage Other Events$0FoodAndBeverageOtherEventsAmt
Entertainment Other Events$0EntertainmentOtherEventsAmt
Gross Receipts Total$26,773,182GrossReceiptsTotalAmt
Charitable Contributions Tot$0CharitableContributionsTotAmt
Gross Revenue Total Events$26,773,182GrossRevenueTotalEventsAmt
Cash Prizes Total Events$0CashPrizesTotalEventsAmt
Non Cash Prizes Total Events$0NonCashPrizesTotalEventsAmt
Rent Fclty Costs Total Events$173,501RentFcltyCostsTotalEventsAmt
Food And Beverage Total Events$474,405FoodAndBeverageTotalEventsAmt
Entertainment Total Events$0EntertainmentTotalEventsAmt
Oth Direct Expnss Total Events$779,087OthDirectExpnssTotalEventsAmt
Direct Expense Summary Events$1,426,993DirectExpenseSummaryEventsAmt
Net Income Summary$25,346,189NetIncomeSummaryAmt

Schedule J IRS990ScheduleJ

FieldValueIRS element (for citing)
Form990 Of Other OrganizationsYes (X)Form990OfOtherOrganizationsInd
Written Employment ContractYes (X)WrittenEmploymentContractInd
Board Or Committee ApprovalYes (X)BoardOrCommitteeApprovalInd
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 PaymentsYes (1)AnyNonFixedPaymentsInd
Initial Contract ExceptionYes (1)InitialContractExceptionInd
Rebuttable Presumption ProcYes (1)RebuttablePresumptionProcInd

Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (3 entries)

TitleTitleTxtBase Compensation Filing OrgBaseCompensationFilingOrgAmtCompensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmtBonus Filing OrganizationBonusFilingOrganizationAmountBonus Related OrganizationsBonusRelatedOrganizationsAmtOther Compensation Filing OrgOtherCompensationFilingOrgAmtOther Compensation Rltd OrgsOtherCompensationRltdOrgsAmtDeferred Compensation Flng OrgDeferredCompensationFlngOrgAmtDeferred Comp Rltd OrgsDeferredCompRltdOrgsAmtNontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmtNontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmtTotal Compensation Filing OrgTotalCompensationFilingOrgAmtTotal Compensation Rltd OrgsTotalCompensationRltdOrgsAmtComp Report Prior990 Filing OrgCompReportPrior990FilingOrgAmtComp Report Prior990 Rltd OrgsCompReportPrior990RltdOrgsAmt
Douglas Ulman
President and CEO - Pelotonia$0$404,710$0$240,000$0$0$0$8,000$0$15,955$0$668,665$0$0
Kelley Griesmer
COO - Pelotonia$0$172,354$0$50,000$0$0$0$4,008$0$14,996$0$241,358$0$0
Thomas Lennox
Former CEO - Pelotonia$0$0$0$0$0$151,590$0$0$0$0$0$151,590$0$0

Supplemental Information Detail SupplementalInformationDetail (2 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
Schedule J, Part I, Line 7Bonuses are determined by the Pelotonia Board based upon its evaluation of Pelotonia's performance.
Schedule J, Part I, Line 8Douglas Ulman was hired as Pelotonia's President and CEO pursuant to a new contract. The rebuttable presumption procedure was followed.

Schedule M IRS990ScheduleM

Works Of Art WorksOfArtGrp

FieldValueIRS element (for citing)
Non Cash CheckboxYes (X)NonCashCheckboxInd
Contribution38ContributionCnt
Noncash Contributions Rpt F990$0NoncashContributionsRptF990Amt
Method Of Determining Revenuesn/aMethodOfDeterminingRevenuesTxt

Books And Publications BooksAndPublicationsGrp

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

Clothing And Household Goods ClothingAndHouseholdGoodsGrp

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

Securities Publicly Traded SecuritiesPubliclyTradedGrp

FieldValueIRS element (for citing)
Non Cash CheckboxYes (X)NonCashCheckboxInd
Contribution813ContributionCnt
Noncash Contributions Rpt F990$20,746,381NoncashContributionsRptF990Amt
Method Of Determining Revenuesaverage high/lowMethodOfDeterminingRevenuesTxt

Real Estate Residential RealEstateResidentialGrp

FieldValueIRS element (for citing)
Non Cash CheckboxYes (X)NonCashCheckboxInd
Contribution1ContributionCnt
Noncash Contributions Rpt F990$1,250,000NoncashContributionsRptF990Amt
Method Of Determining Revenuesappraised valueMethodOfDeterminingRevenuesTxt

Collectibles CollectiblesGrp

FieldValueIRS element (for citing)
Non Cash CheckboxYes (X)NonCashCheckboxInd
Contribution52ContributionCnt
Noncash Contributions Rpt F990$0NoncashContributionsRptF990Amt
Method Of Determining Revenuesn/aMethodOfDeterminingRevenuesTxt

Food Inventory FoodInventoryGrp

FieldValueIRS element (for citing)
Non Cash CheckboxYes (X)NonCashCheckboxInd
Contribution113ContributionCnt
Noncash Contributions Rpt F990$0NoncashContributionsRptF990Amt
Method Of Determining Revenuesn/aMethodOfDeterminingRevenuesTxt

Scientific Specimens ScientificSpecimensGrp

FieldValueIRS element (for citing)
Non Cash CheckboxYes (X)NonCashCheckboxInd
Contribution2ContributionCnt
Noncash Contributions Rpt F990$0NoncashContributionsRptF990Amt
Method Of Determining Revenuesn/aMethodOfDeterminingRevenuesTxt

Other Non Cash Contri Table OtherNonCashContriTableGrp (4 entries)

Non Cash CheckboxNonCashCheckboxIndDescDescContributionContributionCntNoncash Contributions Rpt F990NoncashContributionsRptF990AmtMethod Of Determining RevenuesMethodOfDeterminingRevenuesTxt
Yes (X)Equipment & Supplies156$0n/a
Yes (X)Flowers & Plants14$0n/a
Yes (X)Cards/Certificates51$0n/a
Yes (X)Miscellaneous66$0n/a
FieldValueIRS element (for citing)
Any Property That Must Be Held0AnyPropertyThatMustBeHeldInd
Review Process Unusual NC GiftsYes (1)ReviewProcessUnusualNCGiftsInd
Third Parties UsedYes (1)ThirdPartiesUsedInd

Supplemental Information Detail SupplementalInformationDetail (2 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
Schedule M, Part I, Line 32bThe Foundation engages third parties to sell non-cash contributions. 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 33Per current accounting practice the Foundation does not report revenue of these in-kind gifts.

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (10 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
Form 990, Part IV, Line 18For 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 34As noted in part 1, Line 1, the organization is operated for the benefit of The Ohio State University; however, based on the definition of "related" in the instructions to the Form 990, the organization and the Ohio State University are not related. The organization is not a supporting organization under IRC 509(a)(3). It maintains its public charity status under 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 1aThe organization paid no contractors. The contractors used in Section B on Part VI were paid by Pelotonia, the disregarded entity listed in Schedule R.
Form 990, Part V, Line 2aThe 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 2Robert Schottenstein and Susan Schottenstein Diamond are cousins.
Form 990, Part VI, Section B, Line 11bBefore 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 member for comments.
Form 990, Part VI, Section B, Line 12cBoard 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 15The 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 19The governing documents, conflict of interest policy, and financial statements are available upon request.
Form 990, Part XI, Line 9Includes gift annuity reserve adjustment of $(2,036,959) and charitable remainder trusts income of $2,042,622.

Schedule R IRS990ScheduleR

Id Disregarded Entities IdDisregardedEntitiesGrp (2 entries)

Business Name Line2DisregardedEntityName/BusinessNameLine2TxtAddress Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdEINEINPrimary ActivitiesPrimaryActivitiesTxtLegal Domicile StateLegalDomicileStateCdTotal IncomeTotalIncomeAmtEnd Of Year AssetsEndOfYearAssetsAmtDirect Controlling NADirectControllingNACd
Clifton Holdings LLC
c/o Jack Lucks Jr150 E Broad StreetColumbusOH43215311145986Owner of real property located in Bexley, OhioOH$0$3,523,128N/A
Pelotonia LLC
Formerly known as NetJames Holdings LLC351 W Nationwide BlvdColumbusOH43215311145986Operation and administration of annual bicycling fundraising events to support cancer researchOH$28,340,400$17,470,506N/A

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