OHIO STATE UNIVERSITY FOUNDATION: Form 990, tax year 2010
View the entire original 990 at ProPublica ↗
- Organization
- OHIO STATE UNIVERSITY FOUNDATION (EIN 31-1145986)
- Tax period
- 2010-07-01 to 2011-06-30
- Filed
- 2012-05-09
- IRS object ID
- 201211319349301921
- Schema version
- 2010v3.4
- 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2012-05-09T10:26:28-07:00 | Timestamp |
| Tax Period End Date | 2011-06-30 | TaxPeriodEndDate |
| Return Type | 990 | ReturnType |
| Tax Period Begin Date | 2010-07-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 311145986 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | OHIO STATE UNIVERSITY FOUNDATION | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | OHIO | NameControl |
| Phone | 6142926261 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 364 W Lane Ave | AddressLine1 |
| Address Line2 | Suite B | AddressLine2 |
| City | Columbus | City |
| State | OH | State |
| ZIP Code | 432014350 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | Jeff M S Kaplan | Name |
| Title | President OSU Foundation | Title |
| Phone | 6142921132 | Phone |
| Date Signed | 2012-05-09 | DateSigned |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2010 | TaxYear |
| Build TS | 2016-02-24 21:20:13Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Initial Return | X | InitialReturn |
| Name Of Principal Officer Person | Jeff M S Kaplan | NameOfPrincipalOfficerPerson |
Address Principal Officer US AddressPrincipalOfficerUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1480 W Lane Ave | AddressLine1 |
| City | Columbus | City |
| State | OH | State |
| ZIP Code | 43221 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | 130244922 | GrossReceipts |
| Group Return For Affiliates | 0 | GroupReturnForAffiliates |
| Organization501c3 | X | Organization501c3 |
| Type Of Organization Corporation | X | TypeOfOrganizationCorporation |
| Year Formation | 1985 | YearFormation |
| State Legal Domicile | OH | StateLegalDomicile |
| Activity Or Mission Description | The Foundation raises funds, manages endowments, and manages planned gifts exclusively for the benefit of The Ohio State University. | ActivityOrMissionDescription |
| Nbr Voting Members Governing Body | 55 | NbrVotingMembersGoverningBody |
| Nbr Independent Voting Members | 55 | NbrIndependentVotingMembers |
| Total Nbr Employees | 0 | TotalNbrEmployees |
| Total Nbr Volunteers | 1650 | TotalNbrVolunteers |
| Total Gross UBI | 0 | TotalGrossUBI |
| Net Unrelated Business Txbl Income | 0 | NetUnrelatedBusinessTxblIncome |
| Contributions Grants Prior Year | 82672912 | ContributionsGrantsPriorYear |
| Contributions Grants Current Year | 106069881 | ContributionsGrantsCurrentYear |
| Program Service Revenue Prior Year | 0 | ProgramServiceRevenuePriorYear |
| Program Service Revenue CY | 0 | ProgramServiceRevenueCY |
| Investment Income Prior Year | 20985645 | InvestmentIncomePriorYear |
| Investment Income Current Year | 22841677 | InvestmentIncomeCurrentYear |
| Other Revenue Prior Year | -320885 | OtherRevenuePriorYear |
| Other Revenue Current Year | 901464 | OtherRevenueCurrentYear |
| Total Revenue Prior Year | 103337672 | TotalRevenuePriorYear |
| Total Revenue Current Year | 129813022 | TotalRevenueCurrentYear |
| Grants And Similar Amnts Prior Year | 0 | GrantsAndSimilarAmntsPriorYear |
| Grants And Similar Amnts CY | 0 | GrantsAndSimilarAmntsCY |
| Benefits Paid To Members Prior Year | 0 | BenefitsPaidToMembersPriorYear |
| Benefits Paid To Members CY | 0 | BenefitsPaidToMembersCY |
| Salaries Etc Prior Year | 1040492 | SalariesEtcPriorYear |
| Salaries Etc Current Year | 1045699 | SalariesEtcCurrentYear |
| Total Prof Fundrsng Exp Prior Year | 0 | TotalProfFundrsngExpPriorYear |
| Total Prof Fundrsng Exp CY | 0 | TotalProfFundrsngExpCY |
| Total Fundrsng Exp Current Year | 2721172 | TotalFundrsngExpCurrentYear |
| Other Expense Prior Year | 60782445 | OtherExpensePriorYear |
| Other Expenses Current Year | 91276304 | OtherExpensesCurrentYear |
| Total Expenses Prior Year | 61822937 | TotalExpensesPriorYear |
| Total Expenses Current Year | 92322003 | TotalExpensesCurrentYear |
| Revenues Less Expenses Prior Year | 41514735 | RevenuesLessExpensesPriorYear |
| Revenues Less Expenses CY | 37491019 | RevenuesLessExpensesCY |
| Total Assets BOY | 515963756 | TotalAssetsBOY |
| Total Assets EOY | 599246519 | TotalAssetsEOY |
| Total Liabilities BOY | 39730712 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 40830882 | TotalLiabilitiesEOY |
| Net Assets Or Fund Balances BOY | 476233044 | NetAssetsOrFundBalancesBOY |
| Net Assets Or Fund Balances EOY | 558415637 | NetAssetsOrFundBalancesEOY |
| Mission Description | The Foundation raises funds, manages endowments, and manages planned gifts exclusively for the benefit of The Ohio State University. | MissionDescription |
| Significant New Program Services | 0 | SignificantNewProgramServices |
| Significant Change | 0 | SignificantChange |
| Expense | 83281077 | Expense |
| Revenue | 0 | Revenue |
| Description | Distributions to The Ohio State University | Description |
Activity2 Activity2
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | 1667627 | Expense |
| Revenue | 0 | Revenue |
| Description | Distribution to Gift Annuitants | Description |
Activity3 Activity3
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | 3097719 | Expense |
| Revenue | 0 | Revenue |
| Description | Distribution of matured Gift Annuities to The Ohio State University | Description |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Other Program Service Exp | 0 | TotalOfOtherProgramServiceExp |
| Total Of Other Program Service Grnt | 0 | TotalOfOtherProgramServiceGrnt |
| Total Of Other Program Service Rev | 0 | TotalOfOtherProgramServiceRev |
| Total Program Service Expense | 88046423 | TotalProgramServiceExpense |
| Described In501 C3 | 1 | DescribedIn501C3 |
| Schedule B Required | 0 | ScheduleBRequired |
| Political Activities | 0 | PoliticalActivities |
| Lobbying Activities | 0 | LobbyingActivities |
| Subject To Proxy Tax | 0 | SubjectToProxyTax |
| Donor Advised Funds | 1 | DonorAdvisedFunds |
| Conservation Easements | 0 | ConservationEasements |
| Collections Of Art | 0 | CollectionsOfArt |
| Credit Counseling | 0 | CreditCounseling |
| Term Or Permanent Endowments | 1 | TermOrPermanentEndowments |
| Report Land Bldg Equip | 1 | ReportLandBldgEquip |
| Report Invest Oth Securities | 1 | ReportInvestOthSecurities |
| Report Prog Rel Invest | 0 | ReportProgRelInvest |
| Report Other Assets | 0 | ReportOtherAssets |
| Report Other Liabilities | 1 | ReportOtherLiabilities |
| Report Fin48 Footnote | 0 | ReportFin48Footnote |
| Independent Audit Financial Stmt | 1 | IndependentAuditFinancialStmt |
| Consolidated Audit Financial Stmt | 1 | ConsolidatedAuditFinancialStmt |
| School | 0 | School |
| Foreign Office | 0 | ForeignOffice |
| Foreign Activities | 0 | ForeignActivities |
| More Than5000 K To Organizations | 0 | MoreThan5000KToOrganizations |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividuals |
| Professional Fundraising | 0 | ProfessionalFundraising |
| Fundraising Activities | 1 | FundraisingActivities |
| Gaming | 0 | Gaming |
| Hospital | 0 | Hospital |
| Grants To Organizations | 0 | GrantsToOrganizations |
| Grants To Individuals | 0 | GrantsToIndividuals |
| Schedule J Required | 1 | ScheduleJRequired |
| Tax Exempt Bonds | 0 | TaxExemptBonds |
| Excess Benefit Transaction | 0 | ExcessBenefitTransaction |
| Prior Excess Benefit Transaction | 0 | PriorExcessBenefitTransaction |
| Loan To Officer Or DQP | 0 | LoanToOfficerOrDQP |
| Grant To Related Person | 0 | GrantToRelatedPerson |
| Bsnss Rltnshp With Organization | 0 | BsnssRltnshpWithOrganization |
| Bsnss Rltnshp Thru Family Member | 0 | BsnssRltnshpThruFamilyMember |
| Officer Entity With Bsnss Rltnshp | 0 | OfficerEntityWithBsnssRltnshp |
| Deductible Non Cash Contributions | 1 | DeductibleNonCashContributions |
| Deductible Contributions Of Art | 0 | DeductibleContributionsOfArt |
| Terminated | 0 | Terminated |
| Partial Liquidation | 0 | PartialLiquidation |
| Disregarded Entity | 1 | DisregardedEntity |
| Related Entity | 0 | RelatedEntity |
| Related Org Controlled Entity | 0 | RelatedOrgControlledEntity |
| Transaction Related Entity | 0 | TransactionRelatedEntity |
| Transfers To Exempt Non Chrtbl Org | 0 | TransfersToExemptNonChrtblOrg |
| Activities Conducted Partnership | 0 | ActivitiesConductedPartnership |
| Schedule O Required | 1 | ScheduleORequired |
| Info In Schedule O Part V | X | InfoInScheduleOPartV |
| Number Forms Transmitted With1096 | 0 | NumberFormsTransmittedWith1096 |
| Number W2 G Included | 0 | NumberW2GIncluded |
| Compliance With Backup Witholding | 1 | ComplianceWithBackupWitholding |
| Number Of Employees | 0 | NumberOfEmployees |
| Unrelated Business Income | 0 | UnrelatedBusinessIncome |
| Foreign Financial Account | 0 | ForeignFinancialAccount |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTrans |
| Taxable Party Notification | 0 | TaxablePartyNotification |
| Non Deductible Contributions | 0 | NonDeductibleContributions |
| Quid Pro Quo Contributions | 1 | QuidProQuoContributions |
| Quid Pro Quo Disclosure | 1 | QuidProQuoDisclosure |
| Form8282 Property Disposed Of | 1 | Form8282PropertyDisposedOf |
| Number Of8282 Filed | 2 | NumberOf8282Filed |
| Funds To Pay Premiums | 0 | FundsToPayPremiums |
| Premiums Paid | 0 | PremiumsPaid |
| Form8899 Filed | 1 | Form8899Filed |
| Form1098 C Filed | 1 | Form1098CFiled |
| Indoor Tanning Services | 0 | IndoorTanningServices |
| Info In Schedule O Part VI | X | InfoInScheduleOPartVI |
| Nbr Voting Governing Body Members | 55 | NbrVotingGoverningBodyMembers |
| Number Independent Voting Members | 55 | NumberIndependentVotingMembers |
| Family Or Business Relationship | 1 | FamilyOrBusinessRelationship |
| Delegation Of Management Duties | 0 | DelegationOfManagementDuties |
| Changes To Organizing Docs | 0 | ChangesToOrganizingDocs |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuse |
| Members Or Stockholders | 0 | MembersOrStockholders |
| Election Of Board Members | 0 | ElectionOfBoardMembers |
| Decisions Subject To Approval | 0 | DecisionsSubjectToApproval |
| Minutes Of Governing Body | 1 | MinutesOfGoverningBody |
| Minutes Of Committees | 1 | MinutesOfCommittees |
| Officer Mailing Address | 0 | OfficerMailingAddress |
| Local Chapters | 0 | LocalChapters |
| Form990 Provided To Governing Body | 1 | Form990ProvidedToGoverningBody |
| Conflict Of Interest Policy | 1 | ConflictOfInterestPolicy |
| Annual Disclosure Covered Persons | 1 | AnnualDisclosureCoveredPersons |
| Regular Monitoring Enforcement | 1 | RegularMonitoringEnforcement |
| Whistleblower Policy | 1 | WhistleblowerPolicy |
| Document Retention Policy | 1 | DocumentRetentionPolicy |
| Compensation Process CEO | 1 | CompensationProcessCEO |
| Compensation Process Other | 1 | CompensationProcessOther |
| Investment In Joint Venture | 0 | InvestmentInJointVenture |
| States Where Copy Of Return Is Filed | OH | StatesWhereCopyOfReturnIsFiled |
| Upon Request | X | UponRequest |
The Books Are In Care Of TheBooksAreInCareOf
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Person | Julie L Saunders | NamePerson |
| Telephone Number | 6142927458 | TelephoneNumber |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 364 W Lane Ave B | AddressLine1 |
| City | Columbus | City |
| State | OH | State |
| ZIP Code | 43201 | ZIPCode |
Form990 Part VII Section A Form990PartVIISectionA (59 entries)
| TitleTitle | Average Hours Per WeekAverageHoursPerWeek | Individual Trustee Or DirectorIndividualTrusteeOrDirector | Reportable Comp From OrganizationReportableCompFromOrganization | Reportable Comp From Related OrgsReportableCompFromRelatedOrgs | Other CompensationOtherCompensation | OfficerOfficer | Key EmployeeKeyEmployee | Highest Compensated EmployeeHighestCompensatedEmployee |
|---|---|---|---|---|---|---|---|---|
| William E Arthur | ||||||||
| Board of Directors | 0.25 | X | 0 | 0 | 0 | |||
| Patricia Aveni | ||||||||
| Board of Directors | 0.25 | X | 0 | 0 | 0 | |||
| John W Berry | ||||||||
| Board of Directors | 0.25 | X | 0 | 0 | 0 | |||
| Janis Bloch | ||||||||
| Board of Directors | 0.25 | X | 0 | 0 | 0 | |||
| ChihMing Chen | ||||||||
| Board of Directors | 0.25 | X | 0 | 0 | 0 | |||
| Edwin M Cooperman | ||||||||
| Board of Directors | 0.25 | X | 0 | 0 | 0 | |||
| Loann Crane | ||||||||
| Board of Directors | 0.25 | X | 0 | 0 | 0 | |||
| Tanny Crane | ||||||||
| Board of Directors | 0.25 | X | 0 | 0 | 0 | |||
| John W Creighton | ||||||||
| Board of Directors | 0.25 | X | 0 | 0 | 0 | |||
| Samuel B Davis | ||||||||
| Board of Directors | 0.25 | X | 0 | 0 | 0 | |||
| Walter E Dennis Jr | ||||||||
| Board of Directors | 0.25 | X | 0 | 0 | 0 | |||
| Susan Schottenstein Diamond | ||||||||
| Board of Directors | 0.25 | X | 0 | 0 | 0 | |||
| Ruann F Ernst | ||||||||
| Board of Directors | 0.5 | X | 0 | 0 | 0 | |||
| Jane FawcettHoover | ||||||||
| Board of Directors | 0.25 | X | 0 | 0 | 0 | |||
| Barbara Fergus | ||||||||
| Board of Directors | 0.25 | X | 0 | 0 | 0 | |||
| Ray J Groves | ||||||||
| Board of Directors | 0.25 | X | 0 | 0 | 0 | |||
| Edward E Hagenlocker | ||||||||
| Board of Directors | 0.25 | X | 0 | 0 | 0 | |||
| Jole R Harmon | ||||||||
| Board of Directors | 0.25 | X | 0 | 0 | 0 | |||
| Robert Hummel | ||||||||
| Board of Directors | 0.25 | X | 0 | 0 | 0 | |||
| Edgar William Ingram | ||||||||
| Board of Directors | 0.25 | X | 0 | 0 | 0 | |||
| William M Isaac | ||||||||
| Board of Directors | 0.25 | X | 0 | 0 | 0 | |||
| Alexis A Jacobs | ||||||||
| Board of Directors | 0.25 | X | 0 | 0 | 0 | |||
| Charles Klatskin | ||||||||
| Board of Directors | 0.25 | X | 0 | 0 | 0 | |||
| James D Klingbeil | ||||||||
| Board of Directors | 0.50 | X | 0 | 0 | 0 | |||
| David Kollat | ||||||||
| Board of Directors | 0.25 | X | 0 | 0 | 0 | |||
| Zell Kravinsky | ||||||||
| Board of Directors | 0.25 | X | 0 | 0 | 0 | |||
| H Frederick Krimendahl | ||||||||
| Board of Directors | 0.25 | X | 0 | 0 | 0 | |||
| Cheryl Krueger | ||||||||
| Board of Directors | 0.25 | X | 0 | 0 | 0 | |||
| William G Lowrie | ||||||||
| Board of Directors | 0.25 | X | 0 | 0 | 0 | |||
| John E Lucks | ||||||||
| Board of Directors | 0.50 | X | 0 | 0 | 0 | |||
| Robert E Martini | ||||||||
| Board of Directors | 0.25 | X | 0 | 0 | 0 | |||
| Keith D Monda | ||||||||
| Board of Directors | 0.25 | X | 0 | 0 | 0 | |||
| Martin C Murrer | ||||||||
| Board of Directors | 0.5 | X | 0 | 0 | 0 | |||
| Lou Ann Moritz Ransom | ||||||||
| Board of Directors | 0.25 | X | 0 | 0 | 0 | |||
| Ed Overmyer | ||||||||
| Board of Directors | 0.25 | X | 0 | 0 | 0 | |||
| W Ray Persons | ||||||||
| Board of Directors | 0.50 | X | 0 | 0 | 0 | |||
| Floradelle A Pfahl | ||||||||
| Board of Directors | 0.25 | X | 0 | 0 | 0 | |||
| Corbett Price | ||||||||
| Board of Directors | 0.25 | X | 0 | 0 | 0 | |||
| Robert F Reusche | ||||||||
| Board of Directors | 0.25 | X | 0 | 0 | 0 | |||
| David A Rismiller | ||||||||
| Board of Directors | 0.25 | X | 0 | 0 | 0 | |||
| Patricia A Robinson | ||||||||
| Board of Directors | 0.25 | X | 0 | 0 | 0 | |||
| Ralph Rockow | ||||||||
| Board of Directors | 0.25 | X | 0 | 0 | 0 | |||
| Betty Schoenbaum | ||||||||
| Board of Directors | 0.25 | X | 0 | 0 | 0 | |||
| Jean R Schottenstein | ||||||||
| Board of Directors | 0.5 | X | 0 | 0 | 0 | |||
| Barbara Trueman | ||||||||
| Board of Directors | 0.25 | X | 0 | 0 | 0 | |||
| William D Wells | ||||||||
| Board of Directors | 0.25 | X | 0 | 0 | 0 | |||
| Iris Wolstein | ||||||||
| Board of Directors | 0.25 | X | 0 | 0 | 0 | |||
| Robert L Wright | ||||||||
| Board of Directors | 0.25 | X | 0 | 0 | 0 | |||
| Gordon Gee | ||||||||
| Ex Officio Director | 0.5 | X | 0 | 0 | 0 | |||
| Joseph Alutto | ||||||||
| Ex Officio Director | 0.25 | X | 0 | 0 | 0 | |||
| Thomas Katzenmeyer | ||||||||
| Ex Officio Director | 0.25 | X | 0 | 0 | 0 | |||
| Christine Poon | ||||||||
| Ex Officio Director | 0.25 | X | 0 | 0 | 0 | |||
| John B Gerlach Jr | ||||||||
| Officer | 0.5 | X | 0 | 0 | 0 | X | ||
| Jeff M S Kaplan | ||||||||
| Officer | 50 | X | 0 | 0 | 0 | X | ||
| Christopher M Culley | ||||||||
| Officer | 0.25 | 0 | 0 | 0 | X | |||
| Michael Papadakis | ||||||||
| Officer | 0.25 | 0 | 0 | 0 | X | |||
| Floyd Akins | ||||||||
| Officer | 0.25 | 0 | 0 | 0 | X | |||
| Tom Lennox | ||||||||
| CEO - Pelotonia | 50 | 0 | 405743 | 0 | X | X | ||
| Kelley Griesmer | ||||||||
| COO - Pelotonia | 50 | 0 | 131880 | 0 | X | |||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | 0 | TotalReportableCompFromOrg |
| Total Reportable Comp Frm Rltd Orgs | 537623 | TotalReportableCompFrmRltdOrgs |
| Total Other Compensation | 0 | TotalOtherCompensation |
| Number Individuals GT100 K | 2 | NumberIndividualsGT100K |
| Formers Listed | 0 | FormersListed |
| Total Comp GT150 K | 1 | TotalCompGT150K |
| Compensation From Other Sources | 0 | CompensationFromOtherSources |
Contractor Compensation ContractorCompensation (3 entries)
| Address Line1AddressOfContractor/AddressUS/AddressLine1 | CityAddressOfContractor/AddressUS/City | StateAddressOfContractor/AddressUS/State | ZIP CodeAddressOfContractor/AddressUS/ZIPCode | Description Of ServicesDescriptionOfServices | CompensationCompensation |
|---|---|---|---|---|---|
| Catering by Design | |||||
| 6465 Busch Blvd | Columbus | OH | 43229 | Food service | 171061 |
| Starrting Events | |||||
| 84 Maugus Ave | Wellesley | MA | 02181 | Event Consulting | 131252 |
| Base Art Co | |||||
| 17 Brickel Street | Columbus | OH | 43201 | Graphic design studio | 131800 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Number Of Contractors GT100 K | 3 | NumberOfContractorsGT100K |
| Federated Campaigns | 0 | FederatedCampaigns |
| Membership Dues | 0 | MembershipDues |
| Fundraising Events | 14096744 | FundraisingEvents |
| Related Organizations | 0 | RelatedOrganizations |
| Government Grants | 0 | GovernmentGrants |
| All Other Contributions | 91973137 | AllOtherContributions |
| Noncash Contributions | 5058625 | NoncashContributions |
| Total Contributions | 106069881 | TotalContributions |
| Total Program Service Revenue | 0 | TotalProgramServiceRevenue |
Investment Income InvestmentIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 22844543 | TotalRevenueColumn |
| Related Or Exempt Function Income | 22844543 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | 0 | UnrelatedBusinessRevenue |
| Exclusion | $0 | ExclusionAmount |
Income From Invest Bond Proceeds IncomeFromInvestBondProceeds
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 0 | TotalRevenueColumn |
| Related Or Exempt Function Income | 0 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | 0 | UnrelatedBusinessRevenue |
| Exclusion | $0 | ExclusionAmount |
Royalties Revenue RoyaltiesRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 0 | TotalRevenueColumn |
| Related Or Exempt Function Income | 0 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | 0 | UnrelatedBusinessRevenue |
| Exclusion | $0 | ExclusionAmount |
Rental Income Or Loss RentalIncomeOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | 0 | Real |
| Personal | 0 | Personal |
Gross Amount Sales Assets GrossAmountSalesAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 0 | Securities |
| Other | 429034 | Other |
Less Cost Oth Basis Sales Expenses LessCostOthBasisSalesExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 0 | Securities |
| Other | 431900 | Other |
Gain Or Loss GainOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 0 | Securities |
| Other | -2866 | Other |
Net Gain Or Loss Investments NetGainOrLossInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -2866 | TotalRevenueColumn |
| Related Or Exempt Function Income | -2866 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | 0 | UnrelatedBusinessRevenue |
| Exclusion | $0 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrbtns Rprtd Fundraising Events | 14096744 | CntrbtnsRprtdFundraisingEvents |
Other Revenue Misc OtherRevenueMisc (2 entries)
| DescriptionDescription | Business CodeBusinessCode | Total Revenue ColumnTotalRevenueColumn | Related Or Exempt Function IncomeRelatedOrExemptFunctionIncome | Unrelated Business RevenueUnrelatedBusinessRevenue | ExclusionExclusionAmount |
|---|---|---|---|---|---|
| Reimbursement agreement | 900099 | 305495 | 305495 | 0 | $0 |
| Gain on present value of life insurance | 524298 | 595969 | 595969 | 0 | $0 |
Miscellaneous Revenue MiscellaneousRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 0 | TotalRevenueColumn |
| Related Or Exempt Function Income | 0 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | 0 | UnrelatedBusinessRevenue |
| Exclusion | $0 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Revenue | 901464 | TotalOtherRevenue |
Total Revenue TotalRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 129813022 | TotalRevenueColumn |
| Related Or Exempt Function Income | 23743141 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | 0 | UnrelatedBusinessRevenue |
| Exclusion | $0 | ExclusionAmount |
Other Salaries And Wages OtherSalariesAndWages
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1000103 | Total |
| Management And General | 143275 | ManagementAndGeneral |
| Fundraising | 856828 | Fundraising |
Pension Plan Contributions PensionPlanContributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Other Employee Benefits OtherEmployeeBenefits
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 45596 | Total |
| Management And General | 45596 | ManagementAndGeneral |
Fees For Services Management FeesForServicesManagement
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 141338 | Total |
| Fundraising | 141338 | Fundraising |
Fees For Services Accounting FeesForServicesAccounting
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 88410 | Total |
| Management And General | 58810 | ManagementAndGeneral |
| Fundraising | 29600 | Fundraising |
Fees For Services Other FeesForServicesOther
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 17497 | Total |
| Management And General | 12835 | ManagementAndGeneral |
| Fundraising | 4662 | Fundraising |
Advertising Advertising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 246821 | Total |
| Fundraising | 246821 | Fundraising |
Office Expenses OfficeExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 185320 | Total |
| Management And General | 1503 | ManagementAndGeneral |
| Fundraising | 183817 | Fundraising |
Information Technology InformationTechnology
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 90314 | Total |
| Management And General | 11755 | ManagementAndGeneral |
| Fundraising | 78559 | Fundraising |
Occupancy Occupancy
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | -9922 | Total |
| Management And General | -69751 | ManagementAndGeneral |
| Fundraising | 59829 | Fundraising |
Travel Travel
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 751 | Total |
| Fundraising | 751 | Fundraising |
Interest Interest
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 24898 | Total |
| Management And General | 24898 | ManagementAndGeneral |
Depreciation Depletion DepreciationDepletion
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 227517 | Total |
| Management And General | 227517 | ManagementAndGeneral |
Insurance Insurance
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 10437 | Total |
| Management And General | 10437 | ManagementAndGeneral |
Other Expenses OtherExpenses (5 entries)
| DescriptionDescription | TotalTotal | Program ServicesProgramServices | Management And GeneralManagementAndGeneral | FundraisingFundraising |
|---|---|---|---|---|
| Distribution to The Ohio State University | 83281077 | 83281077 | 0 | 0 |
| Distributions to gift annuitants | 1667627 | 1667627 | 0 | 0 |
| Gift annuity remainder distributions | 3097719 | 3097719 | 0 | 0 |
| Provision for uncollectible pledges | 1087308 | 0 | 1087308 | 0 |
| Event expenses | 1109980 | 0 | 0 | 1109980 |
All Other Expenses AllOtherExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 9212 | Total |
| Management And General | 225 | ManagementAndGeneral |
| Fundraising | 8987 | Fundraising |
Total Functional Expenses TotalFunctionalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 92322003 | Total |
| Program Services | 88046423 | ProgramServices |
| Management And General | 1554408 | ManagementAndGeneral |
| Fundraising | 2721172 | Fundraising |
Cash Non Interest Bearing CashNonInterestBearing
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1457906 | BOY |
| EOY | 2867540 | EOY |
Savings And Temp Cash Investments SavingsAndTempCashInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 96593 | BOY |
| EOY | 96831 | EOY |
Pledges And Grants Receivable PledgesAndGrantsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 42484444 | BOY |
| EOY | 46711936 | EOY |
Accounts Receivable AccountsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 3543115 | BOY |
| EOY | 4835204 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Buildings Equipment Basis | 6498739 | LandBuildingsEquipmentBasis |
| Land Bldg Equipment Accum Deprec | 1337643 | LandBldgEquipmentAccumDeprec |
Land Buildings Equipment Basis Net LandBuildingsEquipmentBasisNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 5540801 | BOY |
| EOY | 5161096 | EOY |
Investments Pub Traded Securities InvestmentsPubTradedSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 188364045 | BOY |
| EOY | 189928772 | EOY |
Investments Other Securities InvestmentsOtherSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 274437658 | BOY |
| EOY | 349587436 | EOY |
Other Assets Total OtherAssetsTotal
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 39194 | BOY |
| EOY | 57704 | EOY |
Total Assets TotalAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 515963756 | BOY |
| EOY | 599246519 | EOY |
Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 40251 | BOY |
| EOY | 96183 | EOY |
Deferred Revenue DeferredRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 699789 | BOY |
| EOY | 1337537 | EOY |
Mort Notes Pybl Secured Invest Prop MortNotesPyblSecuredInvestProp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 905691 | BOY |
| EOY | 0 | EOY |
Other Liabilities OtherLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 38084981 | BOY |
| EOY | 39397162 | EOY |
Total Liabilities TotalLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 39730712 | BOY |
| EOY | 40830882 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Follow SFAS117 | X | FollowSFAS117 |
Unrestricted Net Assets UnrestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 3486451 | BOY |
| EOY | 4250198 | EOY |
Temporarily Restricted Net Assets TemporarilyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 53957435 | BOY |
| EOY | 61427734 | EOY |
Permanently Restricted Net Assets PermanentlyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 418789158 | BOY |
| EOY | 492737705 | EOY |
Total Net Assets Fund Balances TotalNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 476233044 | BOY |
| EOY | 558415637 | EOY |
Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 515963756 | BOY |
| EOY | 599246519 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | X | InfoInScheduleOPartXI |
| Reconcilation Revenue Expenses | 37491019 | ReconcilationRevenueExpenses |
| Reconcilation Other Changes | 44691574 | ReconcilationOtherChanges |
| Method Of Accounting Accrual | X | MethodOfAccountingAccrual |
| Accountant Compile Or Review | 0 | AccountantCompileOrReview |
| FS Audited | 1 | FSAudited |
| Audit Committee | 1 | AuditCommittee |
| Financial Statement Both | X | FinancialStatementBoth |
| Federal Grant Audit Required | 0 | FederalGrantAuditRequired |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Publicly Supported Org170b1 Avi | X | PubliclySupportedOrg170b1Avi |
Gifts Grants Contrib Received170 GiftsGrantsContribReceived170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 62232817 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 88726875 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 62344671 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 82672912 | CurrentTaxYearMinus1Year |
| Current Tax Year | 106069881 | CurrentTaxYear |
| Total | 402047156 | Total |
Tax Rev Levied For Org Benefit170 TaxRevLeviedForOrgBenefit170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 0 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 0 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 0 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 0 | CurrentTaxYearMinus1Year |
| Current Tax Year | 0 | CurrentTaxYear |
| Total | 0 | Total |
Value Srvc Fclts Furnished By Govt ValueSrvcFcltsFurnishedByGovt
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 0 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 0 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 0 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 0 | CurrentTaxYearMinus1Year |
| Current Tax Year | 0 | CurrentTaxYear |
| Total | 0 | Total |
Total170 Total170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 62232817 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 88726875 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 62344671 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 82672912 | CurrentTaxYearMinus1Year |
| Current Tax Year | 106069881 | CurrentTaxYear |
| Total | 402047156 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Total170 | 402047156 | PublicSupportTotal170 |
Gross Investment Income170 GrossInvestmentIncome170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 18573008 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 21327236 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 21260587 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 21393594 | CurrentTaxYearMinus1Year |
| Current Tax Year | 22844543 | CurrentTaxYear |
| Total | 105398968 | Total |
Other Income170 OtherIncome170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 0 | CurrentTaxYearMinus4Years |
| Total | 0 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | 507446124 | TotalSupport |
| Public Support Pertcentage170 | 0.79230 | PublicSupportPertcentage170 |
| Public Support Pertcent Prior Year | 0.77279 | PublicSupportPertcentPriorYear |
| Thirty Three Percnt Tests CY170 | X | ThirtyThreePercntTestsCY170 |
Schedule D IRS990ScheduleD
| Field | Value | IRS element (for citing) |
|---|---|---|
| Number DA Fs Held | 0 | NumberDAFsHeld |
| Number Funds Held | 4 | NumberFundsHeld |
| Donor Advised Contributions | 0 | DonorAdvisedContributions |
| Contrib To Funds And Other Accounts | 0 | ContribToFundsAndOtherAccounts |
| Grants Paid From Donor Funds | 0 | GrantsPaidFromDonorFunds |
| Grants Funds And Other Accounts | 54628 | GrantsFundsAndOtherAccounts |
| Aggregate DAF Value | 0 | AggregateDAFValue |
| Aggregate Fund Value | 1131416 | AggregateFundValue |
| Disclosed Orgs Legal Control | 1 | DisclosedOrgsLegalControl |
| Disclosed For Charitable Purposes | 1 | DisclosedForCharitablePurposes |
Current Year CurrentYear
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 410819592 | BeginningOfYearBalance |
| Contributions | 34431202 | Contributions |
| Investment Earnings Or Losses | 72782643 | InvestmentEarningsOrLosses |
| Grants Or Scholarships | 0 | GrantsOrScholarships |
| Other Expenditures | 21818530 | OtherExpenditures |
| Administrative Expenses | 11788332 | AdministrativeExpenses |
| End Of Year Balance | 484426575 | EndOfYearBalance |
Current Year Minus1 Year CurrentYearMinus1Year
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 348393132 | BeginningOfYearBalance |
| Contributions | 31588546 | Contributions |
| Investment Earnings Or Losses | 61437839 | InvestmentEarningsOrLosses |
| Grants Or Scholarships | 0 | GrantsOrScholarships |
| Other Expenditures | 21199840 | OtherExpenditures |
| Administrative Expenses | 9400085 | AdministrativeExpenses |
| End Of Year Balance | 410819592 | EndOfYearBalance |
Current Year Minus2 Years CurrentYearMinus2Years
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 442852874 | BeginningOfYearBalance |
| Contributions | 29933170 | Contributions |
| Investment Earnings Or Losses | -96209604 | InvestmentEarningsOrLosses |
| Grants Or Scholarships | 0 | GrantsOrScholarships |
| Other Expenditures | 20262243 | OtherExpenditures |
| Administrative Expenses | 7921065 | AdministrativeExpenses |
| End Of Year Balance | 348393132 | EndOfYearBalance |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated EOY Balance | 0 | BoardDesignatedEOYBalance |
| Permanent Endowment EOY Balance | 0.9789 | PermanentEndowmentEOYBalance |
| Term Endowment EOY Balance | 0.0211 | TermEndowmentEOYBalance |
| Endowments Held By Unrelated Orgs | 0 | EndowmentsHeldByUnrelatedOrgs |
| Endowments Held By Related Orgs | 0 | EndowmentsHeldByRelatedOrgs |
Land Land
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Cost Or Other Basis | 0 | InvestmentCostOrOtherBasis |
| Other Cost Or Other Basis | 0 | OtherCostOrOtherBasis |
| Book Value | 0 | BookValue |
Buildings Buildings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Cost Or Other Basis | 0 | InvestmentCostOrOtherBasis |
| Other Cost Or Other Basis | 4972259 | OtherCostOrOtherBasis |
| Depreciation | 1131880 | Depreciation |
| Book Value | 3840379 | BookValue |
Leasehold Improvements LeaseholdImprovements
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Cost Or Other Basis | 0 | InvestmentCostOrOtherBasis |
| Other Cost Or Other Basis | 0 | OtherCostOrOtherBasis |
| Depreciation | 0 | Depreciation |
| Book Value | 0 | BookValue |
Equipment Equipment
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Cost Or Other Basis | 0 | InvestmentCostOrOtherBasis |
| Other Cost Or Other Basis | 0 | OtherCostOrOtherBasis |
| Depreciation | 0 | Depreciation |
| Book Value | 0 | BookValue |
Other Land Buildings OtherLandBuildings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Cost Or Other Basis | 852779 | InvestmentCostOrOtherBasis |
| Other Cost Or Other Basis | 673701 | OtherCostOrOtherBasis |
| Depreciation | 205763 | Depreciation |
| Book Value | 1320717 | BookValue |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Land Buildings | 5161096 | TotalOfBookValueLandBuildings |
Other Securities OtherSecurities (2 entries)
| DescriptionDescription | Book ValueBookValue | Method Of ValuationMethodOfValuation |
|---|---|---|
| Investment Partnerships | 344977441 | F |
| Life Insurance Policies | 4609995 | F |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Securities | 349587436 | TotalOfBookValueSecurities |
Other Assets OtherAssets (2 entries)
| DescriptionDescription | Book ValueBookValue |
|---|---|
| Bond Interst Receivable | 14656 |
| Payroll Deposits | 43048 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Other Assets | 57704 | TotalBookValueOtherAssets |
| Federal Income Tax Liability | 0 | FederalIncomeTaxLiability |
Other Liabilities OtherLiabilities (3 entries)
| DescriptionDescription | AmountAmount |
|---|---|
| Obligation and Reserve for Gift Annuity | $16,861,180 |
| Charitable Remainder Trust Liabilities | $22,176,823 |
| Due to The Ohio State University | $359,159 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Amounts | 39397162 | TotalOfAmounts |
| Total Revenue | 129813022 | TotalRevenue |
| Total Expenses | 92322003 | TotalExpenses |
| Excess Or Deficit For Year | 37491019 | ExcessOrDeficitForYear |
| Net Unrealized GL On Investments | 43225480 | NetUnrealizedGLOnInvestments |
| Donated Services And Facilities | 0 | DonatedServicesAndFacilities |
| Investment Expenses | 0 | InvestmentExpenses |
| Prior Period Adjustments | 0 | PriorPeriodAdjustments |
| Other | $1,466,094 | OtherAmount |
| Total Adjustments | 44691574 | TotalAdjustments |
| Excess Or Deficit Per FS | 82182593 | ExcessOrDeficitPerFS |
| Tot Revenue Etc Audited Fincl Stmt | 174504596 | TotRevenueEtcAuditedFinclStmt |
| Net Unrealized Gains Investments | 43225480 | NetUnrealizedGainsInvestments |
| Donated Srvc And Use Of Facilities | 0 | DonatedSrvcAndUseOfFacilities |
| Recoveries Of Prior Year Grants | 0 | RecoveriesOfPriorYearGrants |
| Other Revenues | 1466094 | OtherRevenues |
| Revenue Not Rptd F990 | 44691574 | RevenueNotRptdF990 |
| Revenue Subtotal | 129813022 | RevenueSubtotal |
| Investment Expenses Not Included | 0 | InvestmentExpensesNotIncluded |
| Other Revenues Not Included | 0 | OtherRevenuesNotIncluded |
| Revenue Not Rptd On Fin Stmt | 0 | RevenueNotRptdOnFinStmt |
| Total Revenue Per Form990 | 129813022 | TotalRevenuePerForm990 |
| Tot Expenses Etc Audited Fincl Stmt | 92322003 | TotExpensesEtcAuditedFinclStmt |
| Donated Services Use Of Facilities | 0 | DonatedServicesUseOfFacilities |
| Prior Year Adjustments | 0 | PriorYearAdjustments |
| Losses Reported | 0 | LossesReported |
| Other Expenses Included | 0 | OtherExpensesIncluded |
| Expenses Not Rptd F990 | 0 | ExpensesNotRptdF990 |
| Expenses Subtotal | 92322003 | ExpensesSubtotal |
| Investment Expenses Not Included2 | 0 | InvestmentExpensesNotIncluded2 |
| Other Expenses Not Included | 0 | OtherExpensesNotIncluded |
| Expenses Not Rptd On Fin Stmt | 0 | ExpensesNotRptdOnFinStmt |
| Total Expenses Per Form990 | 92322003 | TotalExpensesPerForm990 |
Form990 Schedule D Part XIV Form990ScheduleDPartXIV (3 entries)
| IdentifierIdentifier | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| SchD_P05_S00_L04 | Schedule D, Part V, Line 4 | To permanently enhance The Ohio State University and its programs |
| SchD_P11_S00_L08 | Schedule D, Part XI, Line 8 | Includes gift annuity reserve adjustment of $2,158,301 and charitable remainder trusts income of $(692,207) |
| SchD_P12_S00_L02d | Schedule D, Part XII, Line 2d | Includes gift annuity reserve adjustment of $2,158,301 and charitable remainder trusts income of $(692,207) |
Schedule G IRS990ScheduleG
Events Information EventsInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Event1 | Pelotonia which is a bicycle tour to benefit cancer research | NameOfEvent1 |
| Gross Receipts Event1 | 14096744 | GrossReceiptsEvent1 |
| Charitable Contributions Event1 | 0 | CharitableContributionsEvent1 |
| Gross Revenue Event1 | 14096744 | GrossRevenueEvent1 |
| Cash Prizes Event1 | 0 | CashPrizesEvent1 |
| Non Cash Prizes Event1 | 0 | NonCashPrizesEvent1 |
| Rent Facility Costs Event1 | 80941 | RentFacilityCostsEvent1 |
| Food And Beverage Event1 | 291059 | FoodAndBeverageEvent1 |
| Entertainment Event1 | 0 | EntertainmentEvent1 |
| Other Direct Expenses Event1 | 737980 | OtherDirectExpensesEvent1 |
| Food And Beverage Other Events | 0 | FoodAndBeverageOtherEvents |
| Entertainment Other Events | 0 | EntertainmentOtherEvents |
| Gross Receipts Total | 14096744 | GrossReceiptsTotal |
| Charitable Contributions Total | 0 | CharitableContributionsTotal |
| Gross Revenue Total Events | 14096744 | GrossRevenueTotalEvents |
| Cash Prizes Total Events | 0 | CashPrizesTotalEvents |
| Non Cash Prizes Total Events | 0 | NonCashPrizesTotalEvents |
| Rent Facility Costs Total Events | 80941 | RentFacilityCostsTotalEvents |
| Food And Beverage Total Events | 291059 | FoodAndBeverageTotalEvents |
| Entertainment Total Events | 0 | EntertainmentTotalEvents |
| Other Direct Expenses Total Events | 737980 | OtherDirectExpensesTotalEvents |
| Direct Expense Summary Events | 1109980 | DirectExpenseSummaryEvents |
| Net Income Summary | 12986764 | NetIncomeSummary |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form990 Of Other Organizations | X | Form990OfOtherOrganizations |
| Board Or Committee Approval | X | BoardOrCommitteeApproval |
| Severance Payment | 0 | SeverancePayment |
| Supplemental Nonqual Retire Plan | 0 | SupplementalNonqualRetirePlan |
| Equity Based Comp Arrangement | 0 | EquityBasedCompArrangement |
| Comp Based On Revenue Of Filing Org | 0 | CompBasedOnRevenueOfFilingOrg |
| Comp Based On Revenue Related Orgs | 0 | CompBasedOnRevenueRelatedOrgs |
| Comp Based Net Earnings Filing Org | 0 | CompBasedNetEarningsFilingOrg |
| Comp Based Net Earnings Relate Orgs | 0 | CompBasedNetEarningsRelateOrgs |
| Any Non Fixed Payments | 0 | AnyNonFixedPayments |
| Initial Contract Exception | 0 | InitialContractException |
Form990 Schedule J Part II Form990ScheduleJPartII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Person | Tom Lennox | NamePerson |
| Base Compensation Filing Org | 0 | BaseCompensationFilingOrg |
| Comp Based On Related Orgs | 248809 | CompBasedOnRelatedOrgs |
| Bonus Filing Org | 0 | BonusFilingOrg |
| Bonus Related Orgs | 156934 | BonusRelatedOrgs |
| Other Compensation Filing Org | 0 | OtherCompensationFilingOrg |
| Other Compensation Related Orgs | 0 | OtherCompensationRelatedOrgs |
| Deferred Comp Filing Org | 0 | DeferredCompFilingOrg |
| Deferred Comp Related Orgs | 0 | DeferredCompRelatedOrgs |
| Nontaxable Benefits Filing Org | 0 | NontaxableBenefitsFilingOrg |
| Nontaxable Benefits Related Orgs | 12643 | NontaxableBenefitsRelatedOrgs |
| Total Compensation Filing Org | 0 | TotalCompensationFilingOrg |
| Total Compensation Related Orgs | 418386 | TotalCompensationRelatedOrgs |
| Comp Report Prior990 Filing Org | 0 | CompReportPrior990FilingOrg |
| Comp Report Prior990 Related Orgs | 0 | CompReportPrior990RelatedOrgs |
Schedule M IRS990ScheduleM
Securities Publicly Traded SecuritiesPubliclyTraded
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | X | NonCashCheckbox |
| Number Of Contributions | 269 | NumberOfContributions |
| Noncash Contribs Rptd F990 | 3630058 | NoncashContribsRptdF990 |
| Method Of Determining Revenues | average high/low | MethodOfDeterminingRevenues |
Securities Prtnrshp Trust Intrsts SecuritiesPrtnrshpTrustIntrsts
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | X | NonCashCheckbox |
| Number Of Contributions | 2 | NumberOfContributions |
| Noncash Contribs Rptd F990 | 996667 | NoncashContribsRptdF990 |
| Method Of Determining Revenues | opinion of expert | MethodOfDeterminingRevenues |
Real Estate Residential RealEstateResidential
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | X | NonCashCheckbox |
| Number Of Contributions | 2 | NumberOfContributions |
| Noncash Contribs Rptd F990 | 219900 | NoncashContribsRptdF990 |
| Method Of Determining Revenues | appraised value | MethodOfDeterminingRevenues |
Real Estate Commercial RealEstateCommercial
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | X | NonCashCheckbox |
| Number Of Contributions | 1 | NumberOfContributions |
| Noncash Contribs Rptd F990 | 212000 | NoncashContribsRptdF990 |
| Method Of Determining Revenues | appraised value | MethodOfDeterminingRevenues |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Any Property That Must Be Held | 0 | AnyPropertyThatMustBeHeld |
| Review Process Unusual NC Gifts | 1 | ReviewProcessUnusualNCGifts |
| Third Parties Used | 1 | ThirdPartiesUsed |
Form990 Schedule M Part II Form990ScheduleMPartII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | SchM_P01_S00_L32b | Identifier |
| Return Reference | Schedule M, Part I, Line 32b | ReturnReference |
| Explanation | The Foundation engages 3rd parties to sell non-cash contributions. We use the services of a brokerage firm to sell securities and real estate agents to sell gifts of property | Explanation |
Schedule O IRS990ScheduleO
General Explanation GeneralExplanation (10 entries)
| IdentifierIdentifier | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| F990_P04_S00_L18 | Form 990, Part IV, Line 18 | The majority of Pelotonia's 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 organzation 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 VII 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-2s 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 Crane 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 at a regularly scheduled Board meeting. Prior to being filed the Form 990 is e-mailed 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 interst 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 single member LLC reported in Sch R, gathered comparability data and reviewed that data prior to determining the total compensation of the key employee. The key employee is not a Board member of the taxpaper 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_L05 | Form 990, Part XI, Line 5 | Includes net unrealized gains of $43,225,480 on investments, gift annuity reserve adjustment of $2,158,301 and charitable remainder trusts income of $(692,207) |
Schedule R IRS990ScheduleR
Form990 Schedule R Part I Form990ScheduleRPartI (2 entries)
| Business Name Line2NameOfDisregardedEntity/BusinessNameLine2 | Address Line1AddressUS/AddressLine1 | CityAddressUS/City | StateAddressUS/State | ZIP CodeAddressUS/ZIPCode | EINEIN | Primary ActivitiesPrimaryActivities | Legal Domicile StateLegalDomicileState | Total IncomeTotalIncome | EOY AssetsEOYAssets | Direct Controlling Entity NADirectControllingEntityNA |
|---|---|---|---|---|---|---|---|---|---|---|
| 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 | 919165 | 4334705 | 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 | 14142256 | 13810888 | N/A |
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