2014-05-07T11:46:22-07:00 2013-06-30 990 2012-07-01 311145986 OHIO STATE UNIVERSITY FOUNDATION OHIO 6142922141 2020 Blankenship Hall 901 Woody Hayes Drive Columbus OH 432104016 Michael Papadakis 6142921132 2014-05-07 2012 2015-11-30 17:44:51Z Michael C Eicher 1480 W Lane Ave Columbus OH 43221 228430385 0 X www.osu.edu/giving X 1985 OH The Foundation raises funds, manages endowments, and manages planned gifts exclusively for the benefit of The Ohio State University. 57 57 0 2200 0 -3671 199861519 218861008 0 0 11266573 12310793 943931 -2741416 212072023 228430385 0 0 0 0 1335853 1431579 0 0 3111913 173630508 169459491 174966361 170891070 37105662 57539315 634153441 751734191 39237016 40169409 594916425 711564782 The Foundation raises funds, manages endowments, and manages planned gifts exclusively for the benefit of The Ohio State University. 0 0 151399002 0 0 Distributions to The Ohio State University 1585766 0 0 Distributions to Gift Annuitants 657378 0 0 Distribution of matured Gift Annuities to The Ohio State University 0 0 0 153642146 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 0 0 1 0 1 1 0 0 0 0 1 1 0 0 0 0 X 57 57 1 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 OH X Julie L Saunders 6142927458 2020 Blankenship Hall 901 Woody Hayes Drive Columbus OH 432104016 William E Arthur 0.5 X X 0 0 0 Patricia Aveni 0.25 X 0 0 0 John W Berry 0.25 X 0 0 0 Janis Bloch 0.25 X 0 0 0 Michael H Carpenter 0.25 X 0 0 0 ChihMing Chen 0.25 X 0 0 0 Edwin M Cooperman 0.25 X 0 0 0 Loann Crane 0.25 X 0 0 0 Tanny Crane 0.5 X X 0 0 0 John W Creighton 0.25 X 0 0 0 Samuel B Davis 0.25 X 0 0 0 Walter E Dennis Jr 0.25 X 0 0 0 Susan Schottenstein Diamond 0.25 X 0 0 0 Ruann F Ernst 0.25 X 0 0 0 Jane Fawcett Hoover 0.25 X 0 0 0 Barbara Fergus 0.25 X 0 0 0 John B Gerlach Jr 0.25 X 0 0 0 John C Gray 0.25 X 0 0 0 Ray J Groves 0.25 X 0 0 0 Edward E Hagenlocker 0.25 X 0 0 0 Jole R Harmon 0.25 X 0 0 0 Robert Hummel 0.25 X 0 0 0 Edgar William Ingram 0.25 X 0 0 0 William M Isaac 0.25 X 0 0 0 Keith B Key 0.25 X 0 0 0 Charles Klatskin 0.25 X 0 0 0 James D Klingbeil 0.5 X 0 0 0 David Kollat 0.25 X 0 0 0 Zell Kravinsky 0.25 X 0 0 0 H Frederick Krimendahl 0.25 X 0 0 0 William G Lowrie 0.5 X X 0 0 0 John E Lucks 0.5 X 0 0 0 Robert E Martini 0.25 X 0 0 0 Keith D Monda 0.5 X X 0 0 0 Martin C Murrer 0.25 X 0 0 0 Lou Ann Moritz Ransom 0.25 X 0 0 0 Ed Overmyer 0.25 X 0 0 0 W Ray Persons 0.5 X X 0 0 0 Floradelle A Pfahl 0.25 X 0 0 0 Carter G Phillips 0.25 X 0 0 0 David A Rismiller 0.25 X 0 0 0 Patricia A Robinson 0.25 X 0 0 0 Ralph Rockow 0.25 X 0 0 0 Betty Schoenbaum 0.25 X 0 0 0 Jean R Schottenstein 0.25 X 0 0 0 Barbara Trueman 0.25 X 0 0 0 Daniel J Wampler 0.25 X 0 0 0 Gifford Weary 0.25 X 0 0 0 William D Wells 0.25 X 0 0 0 Robert J Weiler 0.25 X 0 0 0 Iris Wolstein 0.25 X 0 0 0 Robert L Wright 0.25 X 0 0 0 Joseph Alutto 0.5 X 0 0 0 Melinda D Church 0.25 X 0 0 0 Archie Griffin 0.25 X 0 0 0 Jonathan Hook 0.25 X 0 0 0 David C Manderscheid 0.25 X 0 0 0 Joseph E Steinmetz 0.25 X 0 0 0 Michael C Eicher 50 X 0 0 0 Michael Papadakis 0.25 X 0 0 0 Christopher M Culley 0.25 X 0 0 0 Joseph R Irvine 0.25 X 0 0 0 Tom Lennox 50 X 573548 0 29297 Kelley Griesmer 50 X 158309 0 30159 731857 0 59456 2 0 1 0 Catering by Design 6465 Busch Blvd Columbus OH 43229 Food service 231777 Primal Wear 7700 Cherry Creek South Drive Suite 106 Denver CO 80231 Cycling apparel 126104 Cadence Sports 3019 Alvin Devane Blvd Building 1 Suite 160 Austin TX 78741 Event & Logistics Consulting 109825 Live Technologies 3445 Millennium Court Columbus OH 43219 Concert Audio and Visual 103425 4 0 0 19727416 0 0 199133592 33710992 218861008 0 12310793 12310793 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 19727416 0 0 0 0 Pelotonia registration fees 900099 831475 831475 0 0 Reimbursement agreement 900099 305495 305495 0 0 Loss on cash surrender value of life insurance polices 524292 -4153337 -4153337 0 0 274951 274951 0 0 -2741416 228430385 9569377 0 0 1370435 180623 1189812 61144 61144 71984 71984 89620 64900 24720 12327483 12327483 4307 4307 278956 278956 262063 748 261315 79325 10968 68357 68313 68313 344 344 0 227517 227517 10436 10436 Distribution to The Ohio State University 151399002 151399002 0 0 Distributions to gift annuitants and remainderman 2243144 2243144 0 0 Provision for uncollectible pledges 1251942 0 1251942 0 Event expenses 1143006 0 0 1143006 2049 1250 799 170891070 153642146 14137011 3111913 2555521 2541522 6849 6852 64626336 97675279 6578401 6905216 7624813 1792677 6015473 5832136 182079803 208271965 372259657 430446196 31401 55025 634153441 751734191 148418 85514 1622223 3026165 37466375 37057730 39237016 40169409 X 3979557 3728519 81871001 120328550 509065867 587507713 594916425 711564782 634153441 751734191 X 57539315 57781451 0 0 0 1327591 X 0 1 X 1 0 X 62344671 82672912 106069881 199861519 218861008 669809991 0 0 0 0 0 0 0 0 0 0 62344671 82672912 106069881 199861519 218861008 669809991 669809991 21260587 21393594 22844543 11266573 12390843 89156140 758966131 0.88253 0.84619 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 5 0 205099 0 41586 0 1346279 1 1 500824488 58066801 69080552 0 25942143 12327483 589702215 484426575 43892883 8152215 0 23080758 12566427 500824488 410819592 34431202 72782643 0 21818530 11788332 484426575 348393132 31588546 61437839 0 21199840 9400085 410819592 442852874 29933170 -96209604 0 20262243 7921065 348393132 0 0.9819 0.0181 0 0 0 0 0 0 4972259 1452173 3520086 0 0 0 0 0 0 0 0 1978853 673701 340504 2312050 5832136 Investment Partnerships 429351103 F Life Insurance Polices 1095093 F 430446196 0 Obligation and Reserve for Gift Annuity 16069317 Charitable Remainder Trust Liabilities 20851184 Due to The Ohio State University 137229 37057730 287539427 57781451 0 0 1327591 59109042 228430385 0 0 0 228430385 170891070 0 0 0 0 0 170891070 0 0 0 170891070 SchD_P05_S00_L04 Schedule D, Part V, Line 4 To permanently enhance The Ohio State University and its programs SchD_P11_S00_L02d Schedule D, Part XI, Line 2d Includes gift annuity reserve adjustment of $1,122,125 and charitable remainder trusts income of $205,466 Pelotonia which is a bicycle tour to benefit cancer research 19727416 0 19727416 0 0 119590 343577 0 679839 0 0 19727416 0 19727416 0 0 119590 343577 0 679839 1143006 18584410 X X 0 0 0 0 0 0 0 1 0 Tom Lennox 0 298548 0 275000 0 0 0 7977 0 21320 0 602845 Kelley Griesmer 0 118309 0 40000 0 0 0 3792 0 26367 0 188468 0 0 SchJ_P01_S00_L07 Schedule J, Part I, Line 7 Bonuses are awarded based on performance as determined by the Pelotonia Board X 25 0 n/a X 0 n/a X 0 n/a X 890 33710992 average high/low X 45 0 n/a X 77 0 n/a X 1 0 n/a X Equipment & Supplies 155 0 n/a X Flowers & Plants 22 0 n/a X Cards/Certificates 88 0 n/a X Miscellaneous 91 0 n/a 0 1 1 SchM_P01_S00_L32b 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. SchM_P01_S00_L33 Schedule M, Part I, Line 33 Per current accounting practice the Foundation does not report revenue of these in-kind gifts. F990_P04_S00_L18 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, virtual riders and volunteers each agree to a minimum fundraising commitment that is satisfied through donations received by or made by the riders, virtual riders and volunteers. 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. F990_P04_S00_L34 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. F990_P05_S00_L01a Form 990, Part V, Line 1a The organization paid no contractors. The contractors used in Section B of Part VI were paid by Pelotonia, the disregarded entity listed in Schedule R. F990_P05_S00_L02a Form 990, Part V, Line 2a The organization has no employees. For Pelotonia LLC, the disregarded entity reported in Schedule R the employees are leased from Sequent so no W-2's are reported. F990_P06_S0A_L02 Form 990, Part VI, Section A, Line 2 Jean Schottenstein is married to Susan Diamond's brother, and Loann Cranne is Tanny Crane's mother. F990_P06_S0B_L11b 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. F990_P06_S0B_L12c 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. F990_P06_S0B_L15 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 data 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. F990_P06_S0C_L19 Form 990, Part VI, Section C, Line 19 The governing documents, conflict of interest policy, and financial statements are available upon request. F990_P11_S00_L09 Form 990, Part XI, Line 9 Includes gift annuity reserve adjustment of $1,122,125 and charitable remainder trusts income of $205,466 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 3858796 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 20769029 13337970 N/A