OHIO STATE UNIVERSITY FOUNDATION: Form 990, tax year 2009
View the entire original 990 at ProPublica ↗
- Organization
- OHIO STATE UNIVERSITY FOUNDATION (EIN 31-1145986)
- Tax period
- 2009-07-01 to 2010-06-30
- Filed
- 2011-05-13
- IRS object ID
- 201101339349302415
- Schema version
- 2009v1.2
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990
- Schedule A
- Schedule B
- Schedule D
- Schedule G
- Schedule J
- Schedule M
- Schedule O
- Schedule R
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2011-05-13T10:09:46-07:00 | Timestamp |
| Tax Period End Date | 2010-06-30 | TaxPeriodEndDate |
| Return Type | 990 | ReturnType |
| Tax Period Begin Date | 2009-07-01 | 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 | Thomas W Johnson | Name |
| Title | Treasurer | Title |
| Phone | 6142924777 | Phone |
| Date Signed | 2011-05-13 | DateSigned |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2009 | TaxYear |
| Build TS | 2016-02-24 21:20:13Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Principal Officer Person | Jeff M S Kaplan | NameOfPrincipalOfficerPerson |
Address Principal Officer US AddressPrincipalOfficerUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1480 Lane Avenue | AddressLine1 |
| City | Columbus | City |
| State | OH | State |
| ZIP Code | 43221 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | 103837672 | GrossReceipts |
| Group Return For Affiliates | 0 | GroupReturnForAffiliates |
| Organization501c | X | Organization501c |
| 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 | 53 | NbrVotingMembersGoverningBody |
| Nbr Independent Voting Members | 53 | NbrIndependentVotingMembers |
| Total Nbr Employees | 0 | TotalNbrEmployees |
| Total Nbr Volunteers | 1366 | TotalNbrVolunteers |
| Total Gross UBI | 0 | TotalGrossUBI |
| Net Unrelated Business Txbl Income | 0 | NetUnrelatedBusinessTxblIncome |
| Contributions Grants Prior Year | 62344671 | ContributionsGrantsPriorYear |
| Contributions Grants Current Year | 82672912 | ContributionsGrantsCurrentYear |
| Program Service Revenue Prior Year | 0 | ProgramServiceRevenuePriorYear |
| Program Service Revenue CY | 0 | ProgramServiceRevenueCY |
| Investment Income Prior Year | 20994188 | InvestmentIncomePriorYear |
| Investment Income Current Year | 20985645 | InvestmentIncomeCurrentYear |
| Other Revenue Prior Year | 549279 | OtherRevenuePriorYear |
| Other Revenue Current Year | -320885 | OtherRevenueCurrentYear |
| Total Revenue Prior Year | 83888138 | TotalRevenuePriorYear |
| Total Revenue Current Year | 103337672 | 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 | 517842 | SalariesEtcPriorYear |
| Salaries Etc Current Year | 1040492 | SalariesEtcCurrentYear |
| Total Prof Fundrsng Exp Prior Year | 0 | TotalProfFundrsngExpPriorYear |
| Total Prof Fundrsng Exp CY | 0 | TotalProfFundrsngExpCY |
| Total Fundrsng Exp Current Year | 2513155 | TotalFundrsngExpCurrentYear |
| Other Expense Prior Year | 51059993 | OtherExpensePriorYear |
| Other Expenses Current Year | 60782445 | OtherExpensesCurrentYear |
| Total Expenses Prior Year | 51577835 | TotalExpensesPriorYear |
| Total Expenses Current Year | 61822937 | TotalExpensesCurrentYear |
| Revenues Less Expenses Prior Year | 32310303 | RevenuesLessExpensesPriorYear |
| Revenues Less Expenses CY | 41514735 | RevenuesLessExpensesCY |
| Total Assets BOY | 408296132 | TotalAssetsBOY |
| Total Assets EOY | 515963756 | TotalAssetsEOY |
| Total Liabilities BOY | 20856789 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 39730712 | TotalLiabilitiesEOY |
| Net Assets Or Fund Balances BOY | 387439343 | NetAssetsOrFundBalancesBOY |
| Net Assets Or Fund Balances EOY | 476233044 | 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 | 53527071 | Expense |
| Grants | 0 | Grants |
| Revenue | 0 | Revenue |
| Description | Distributions to The Ohio State University | Description |
Activity2 Activity2
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | 1724270 | Expense |
| Grants | 0 | Grants |
| Revenue | 0 | Revenue |
| Description | Distribution to Gift Annuitants | Description |
Activity3 Activity3
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | 1387928 | Expense |
| Grants | 0 | Grants |
| 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 | 56639269 | TotalProgramServiceExpense |
| Described In501 C3 | 1 | DescribedIn501C3 |
| Schedule B Required | 1 | ScheduleBRequired |
| Political Activities | 0 | PoliticalActivities |
| Lobbying Activities | 0 | LobbyingActivities |
| Donor Advised Funds | 1 | DonorAdvisedFunds |
| Conservation Easements | 0 | ConservationEasements |
| Collections Of Art | 0 | CollectionsOfArt |
| Credit Counseling | 0 | CreditCounseling |
| Term Or Permanent Endowments | 1 | TermOrPermanentEndowments |
| Balance Sheet Amounts Reported | 1 | BalanceSheetAmountsReported |
| 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 |
| Transfers To Exempt Non Chrtbl Org | 0 | TransfersToExemptNonChrtblOrg |
| Activities Conducted Partnership | 0 | ActivitiesConductedPartnership |
| Schedule O Required | 1 | ScheduleORequired |
| 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 | 0 | Form8282PropertyDisposedOf |
| Funds To Pay Premiums | 0 | FundsToPayPremiums |
| Premiums Paid | 0 | PremiumsPaid |
| Form8899 Filed | 0 | Form8899Filed |
| Form1098 C Filed | 0 | Form1098CFiled |
| Nbr Voting Governing Body Members | 53 | NbrVotingGoverningBodyMembers |
| Number Independent Voting Members | 53 | 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 | 0 | CompensationProcessCEO |
| Compensation Process Other | 0 | 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 (53 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 | |||
| ChihMing Chen | ||||||||
| Board of Directors | 0.25 | X | 0 | 0 | 0 | |||
| Edwin M Cooperman | ||||||||
| Board of Directors | 0.25 | X | 0 | 0 | 0 | |||
| Lois Ann 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 | |||
| Susan Schottenstein Diamond | ||||||||
| Board of Directors | 0.25 | X | 0 | 0 | 0 | |||
| Ruann 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 | 0.5 | 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 | |||
| Robert E Martini | ||||||||
| Board of Directors | 0.25 | X | 0 | 0 | 0 | |||
| John E Lucks | ||||||||
| Board of Directors | 0.5 | 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 | |||
| W Ray Persons | ||||||||
| Board of Directors | 0.5 | 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 | |||
| David Ryan | ||||||||
| Board of Directors | 0.25 | X | 0 | 0 | 0 | |||
| John J Schiff | ||||||||
| 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 | |||
| John B Gerlach Jr | ||||||||
| Officer | 0.5 | 0 | 0 | 0 | X | |||
| Christopher M Culley | ||||||||
| Officer | 0.25 | 0 | 0 | 0 | X | |||
| Thomas W Johnson | ||||||||
| Officer | 0.25 | 0 | 0 | 0 | X | |||
| Andrew Sorensen | ||||||||
| Officer | 50 | 0 | 0 | 0 | X | |||
| Tom Lennox | ||||||||
| Exective Director | 50 | 0 | 363495 | 0 | X | X | ||
| Kelley Griesmer | ||||||||
| Director of Operations | 50 | 0 | 121680 | 0 | X | |||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | 0 | TotalReportableCompFromOrg |
| Total Reportable Comp Frm Rltd Orgs | 485175 | 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 (2 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 | 164994 |
| Starrting Events | |||||
| 84 Maugus Ave | Wellesley | MA | 02181 | Event Consulting | 159454 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Number Of Contractors GT100 K | 2 | NumberOfContractorsGT100K |
| Federated Campaigns | 0 | FederatedCampaigns |
| Membership Dues | 0 | MembershipDues |
| Fundraising Events | 16754906 | FundraisingEvents |
| Related Organizations | 0 | RelatedOrganizations |
| Government Grants | 0 | GovernmentGrants |
| All Other Contributions | 65918006 | AllOtherContributions |
| Noncash Contributions | 3313167 | NoncashContributions |
| Total Contributions | 82672912 | TotalContributions |
| Total Program Service Revenue | 0 | TotalProgramServiceRevenue |
Investment Income InvestmentIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 21393594 | TotalRevenueColumn |
| Related Or Exempt Function Income | 21393594 | 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 |
Gross Rents GrossRents
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | 0 | Real |
| Personal | 0 | Personal |
Less Rental Expenses LessRentalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | 0 | Real |
| Personal | 0 | Personal |
Rental Income Or Loss RentalIncomeOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | 0 | Real |
| Personal | 0 | Personal |
Net Rental Income Or Loss NetRentalIncomeOrLoss
| 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 |
Gross Amount Sales Assets GrossAmountSalesAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 0 | Securities |
| Other | 92051 | Other |
Less Cost Oth Basis Sales Expenses LessCostOthBasisSalesExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 0 | Securities |
| Other | 500000 | Other |
Gain Or Loss GainOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 0 | Securities |
| Other | -407949 | Other |
Net Gain Or Loss Investments NetGainOrLossInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -407949 | TotalRevenueColumn |
| Related Or Exempt Function Income | -407949 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | 0 | UnrelatedBusinessRevenue |
| Exclusion | $0 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrbtns Rprtd Fundraising Events | 0 | 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 | 270000 | 270000 | 0 | $0 |
| Gain on present value of life insurance | 524298 | -590885 | -590885 | 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 | -320885 | TotalOtherRevenue |
Total Revenue TotalRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 103337672 | TotalRevenueColumn |
| Related Or Exempt Function Income | 20664760 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | 0 | UnrelatedBusinessRevenue |
| Exclusion | $0 | ExclusionAmount |
Grants To Domestic Orgs GrantsToDomesticOrgs
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Other Salaries And Wages OtherSalariesAndWages
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 997228 | Total |
| Management And General | 137930 | ManagementAndGeneral |
| Fundraising | 859298 | Fundraising |
Other Employee Benefits OtherEmployeeBenefits
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 43264 | Total |
| Management And General | 43264 | ManagementAndGeneral |
| Fundraising | 0 | Fundraising |
Fees For Services Management FeesForServicesManagement
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 159305 | Total |
| Fundraising | 159305 | Fundraising |
Fees For Services Legal FeesForServicesLegal
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 6605 | Total |
| Fundraising | 6605 | Fundraising |
Fees For Services Accounting FeesForServicesAccounting
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 81525 | Total |
| Management And General | 53235 | ManagementAndGeneral |
| Fundraising | 28290 | Fundraising |
Fees For Services Other FeesForServicesOther
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 7247 | Total |
| Management And General | 2947 | ManagementAndGeneral |
| Fundraising | 4300 | Fundraising |
Advertising Advertising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 193335 | Total |
| Fundraising | 193335 | Fundraising |
Office Expenses OfficeExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 173737 | Total |
| Management And General | 1320 | ManagementAndGeneral |
| Fundraising | 172417 | Fundraising |
Information Technology InformationTechnology
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 230807 | Total |
| Management And General | 11583 | ManagementAndGeneral |
| Fundraising | 219224 | Fundraising |
Occupancy Occupancy
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 134744 | Total |
| Management And General | 70815 | ManagementAndGeneral |
| Fundraising | 63929 | Fundraising |
Travel Travel
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1259 | Total |
| Fundraising | 1259 | Fundraising |
Conferences Meetings ConferencesMeetings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1478 | Total |
| Management And General | 1478 | ManagementAndGeneral |
Interest Interest
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 41230 | Total |
| Management And General | 41230 | 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 | 10767 | Total |
| Management And General | 10767 | ManagementAndGeneral |
Other Expenses OtherExpenses (5 entries)
| DescriptionDescription | TotalTotal | Program ServicesProgramServices | Management And GeneralManagementAndGeneral | FundraisingFundraising |
|---|---|---|---|---|
| Distribution to The Ohio State University | 53527071 | 53527071 | 0 | |
| Distributions to gift annuitants | 1724270 | 1724270 | 0 | |
| Gift annuity remainder distributions | 1387928 | 1387928 | 0 | |
| Provision for uncollectible pledges | 2064857 | 0 | 2064857 | |
| Event expenses | 804930 | 0 | 0 | 804930 |
All Other Expenses AllOtherExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 3833 | Total |
| Management And General | 3570 | ManagementAndGeneral |
| Fundraising | 263 | Fundraising |
Total Functional Expenses TotalFunctionalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 61822937 | Total |
| Program Services | 56639269 | ProgramServices |
| Management And General | 2670513 | ManagementAndGeneral |
| Fundraising | 2513155 | Fundraising |
Cash Non Interest Bearing CashNonInterestBearing
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 100 | BOY |
| EOY | 1457906 | EOY |
Savings And Temp Cash Investments SavingsAndTempCashInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 828051 | BOY |
| EOY | 96593 | EOY |
Pledges And Grants Receivable PledgesAndGrantsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 29939808 | BOY |
| EOY | 42484444 | EOY |
Accounts Receivable AccountsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1895996 | BOY |
| EOY | 3543115 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Buildings Equipment Basis | 6650927 | LandBuildingsEquipmentBasis |
| Land Bldg Equipment Accum Deprec | 1110126 | LandBldgEquipmentAccumDeprec |
Land Buildings Equipment Basis Net LandBuildingsEquipmentBasisNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 6235454 | BOY |
| EOY | 5540801 | EOY |
Investments Pub Traded Securities InvestmentsPubTradedSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 213217074 | BOY |
| EOY | 188364045 | EOY |
Investments Other Securities InvestmentsOtherSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 156132697 | BOY |
| EOY | 274437658 | EOY |
Other Assets Total OtherAssetsTotal
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 46952 | BOY |
| EOY | 39194 | EOY |
Total Assets TotalAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 408296132 | BOY |
| EOY | 515963756 | EOY |
Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 53400 | BOY |
| EOY | 40251 | EOY |
Deferred Revenue DeferredRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1367719 | BOY |
| EOY | 699789 | EOY |
Mort Notes Pybl Secured Invest Prop MortNotesPyblSecuredInvestProp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1725706 | BOY |
| EOY | 905691 | EOY |
Other Liabilities OtherLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 17709964 | BOY |
| EOY | 38084981 | EOY |
Total Liabilities TotalLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 20856789 | BOY |
| EOY | 39730712 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Follow SFAS117 | X | FollowSFAS117 |
Unrestricted Net Assets UnrestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 3607121 | BOY |
| EOY | 3486451 | EOY |
Temporarily Restricted Net Assets TemporarilyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 35423230 | BOY |
| EOY | 53957435 | EOY |
Permanently Restricted Net Assets PermanentlyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 348408992 | BOY |
| EOY | 418789158 | EOY |
Total Net Assets Fund Balances TotalNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 387439343 | BOY |
| EOY | 476233044 | EOY |
Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 408296132 | BOY |
| EOY | 515963756 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| 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 | 49692427 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 62232817 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 88726875 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 62344671 | CurrentTaxYearMinus1Year |
| Current Tax Year | 82672912 | CurrentTaxYear |
| Total | 345669702 | 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 | 49692427 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 62232817 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 88726875 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 62344671 | CurrentTaxYearMinus1Year |
| Current Tax Year | 82672912 | CurrentTaxYear |
| Total | 345669702 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Total170 | 345669702 | PublicSupportTotal170 |
Gross Investment Income170 GrossInvestmentIncome170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 19075595 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 18573008 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 21327236 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 21260587 | CurrentTaxYearMinus1Year |
| Current Tax Year | 21393594 | CurrentTaxYear |
| Total | 101630020 | Total |
Other Income170 OtherIncome170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 0 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 0 | CurrentTaxYearMinus3Years |
| Total | 0 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | 447299722 | TotalSupport |
| Public Support Pertcentage170 | 0.77279 | PublicSupportPertcentage170 |
| Public Support Pertcent Prior Year | 0.75888 | PublicSupportPertcentPriorYear |
| Thirty Three Percnt Tests CY170 | X | ThirtyThreePercntTestsCY170 |
Schedule B IRS990ScheduleB
Contributor Info ContributorInfo
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor Number | RESTRICTED | ContributorNumber |
Contributor Name Business ContributorNameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor Address US ContributorAddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Aggregate Contributions | RESTRICTED | AggregateContributions |
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 | 128502 | GrantsFundsAndOtherAccounts |
| Aggregate DAF Value | 0 | AggregateDAFValue |
| Aggregate Fund Value | 1023735 | 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 | 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 Minus1 Year CurrentYearMinus1Year
| 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 | 0.9983 | PermanentEndowmentEOYBalance |
| Term Endowment EOY Balance | 0.0017 | 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 | 971733 | Depreciation |
| Book Value | 4000526 | 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 | 1004967 | InvestmentCostOrOtherBasis |
| Other Cost Or Other Basis | 673701 | OtherCostOrOtherBasis |
| Depreciation | 138393 | Depreciation |
| Book Value | 1540275 | BookValue |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Land Buildings | 5540801 | TotalOfBookValueLandBuildings |
Other Securities OtherSecurities (2 entries)
| DescriptionDescription | Book ValueBookValue | Method Of ValuationMethodOfValuation |
|---|---|---|
| Investment Partnerships | 270423632 | F |
| Life Insurance Policies | 4014026 | F |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Securities | 274437658 | TotalOfBookValueSecurities |
Other Assets OtherAssets (2 entries)
| DescriptionDescription | Book ValueBookValue |
|---|---|
| Bond Interest Receivable | 21194 |
| Payroll Deposits | 18000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Other Assets | 39194 | TotalBookValueOtherAssets |
| Federal Income Tax Liability | 0 | FederalIncomeTaxLiability |
Other Liabilities OtherLiabilities (3 entries)
| DescriptionDescription | AmountAmount |
|---|---|
| Obligation and Reserve for Gift Annuity | $16,855,210 |
| Charitable Remainder Trust Liabilities | $20,728,164 |
| Due to The Ohio State University | $501,607 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Amounts | 38084981 | TotalOfAmounts |
| Total Revenue | 103337672 | TotalRevenue |
| Total Expenses | 61822937 | TotalExpenses |
| Excess Or Deficit For Year | 41514735 | ExcessOrDeficitForYear |
| Net Unrealized GL On Investments | 34167382 | NetUnrealizedGLOnInvestments |
| Donated Services And Facilities | 0 | DonatedServicesAndFacilities |
| Investment Expenses | 0 | InvestmentExpenses |
| Prior Period Adjustments | 0 | PriorPeriodAdjustments |
| Other | $1,285,171 | OtherAmount |
| Total Adjustments | 35452553 | TotalAdjustments |
| Excess Or Deficit Per FS | 76967288 | ExcessOrDeficitPerFS |
| Tot Revenue Etc Audited Fincl Stmt | 138790225 | TotRevenueEtcAuditedFinclStmt |
| Net Unrealized Gains Investments | 34167382 | NetUnrealizedGainsInvestments |
| Donated Srvc And Use Of Facilities | 0 | DonatedSrvcAndUseOfFacilities |
| Recoveries Of Prior Year Grants | 0 | RecoveriesOfPriorYearGrants |
| Other Revenues | 1285171 | OtherRevenues |
| Revenue Not Rptd F990 | 35452553 | RevenueNotRptdF990 |
| Revenue Subtotal | 103337672 | 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 | 103337672 | TotalRevenuePerForm990 |
| Tot Expenses Etc Audited Fincl Stmt | 61822937 | 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 | 61822937 | 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 | 61822937 | TotalExpensesPerForm990 |
Form990 Schedule D Part XIV Form990ScheduleDPartXIV (4 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_P10_S00_L00 | Schedule D, Part X | The organization has no FIN 48 Footnote in its financial statements. There is no FIN 48 tax liability. |
| SchD_P11_S00_L08 | Schedule D, Part XI, Line 8 | Includes gift annuity reserve adjustment of $1,111,371 and charitable remainder trusts income of $173,800. |
| SchD_P12_S00_L02d | Schedule D, Part XII, Line 2d | Includes gift annuity reserve adjustment of $1,111,371 and charitable remainder trusts income of $173,800. |
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 | 16754906 | GrossReceiptsEvent1 |
| Charitable Contributions Event1 | 0 | CharitableContributionsEvent1 |
| Gross Revenue Event1 | 16754906 | GrossRevenueEvent1 |
| Cash Prizes Event1 | 0 | CashPrizesEvent1 |
| Non Cash Prizes Event1 | 0 | NonCashPrizesEvent1 |
| Rent Facility Costs Event1 | 83384 | RentFacilityCostsEvent1 |
| Food And Beverage Event1 | 176790 | FoodAndBeverageEvent1 |
| Entertainment Event1 | 0 | EntertainmentEvent1 |
| Other Direct Expenses Event1 | 544756 | OtherDirectExpensesEvent1 |
| Food And Beverage Other Events | 0 | FoodAndBeverageOtherEvents |
| Entertainment Other Events | 0 | EntertainmentOtherEvents |
| Gross Receipts Total | 16754906 | GrossReceiptsTotal |
| Charitable Contributions Total | 0 | CharitableContributionsTotal |
| Gross Revenue Total Events | 16754906 | GrossRevenueTotalEvents |
| Cash Prizes Total Events | 0 | CashPrizesTotalEvents |
| Non Cash Prizes Total Events | 0 | NonCashPrizesTotalEvents |
| Rent Facility Costs Total Events | 83384 | RentFacilityCostsTotalEvents |
| Food And Beverage Total Events | 176790 | FoodAndBeverageTotalEvents |
| Entertainment Total Events | 0 | EntertainmentTotalEvents |
| Other Direct Expenses Total Events | 544756 | OtherDirectExpensesTotalEvents |
| Direct Expense Summary Events | 804930 | DirectExpenseSummaryEvents |
| Net Income Summary | 15949976 | NetIncomeSummary |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| 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 | 263495 | CompBasedOnRelatedOrgs |
| Bonus Filing Org | 0 | BonusFilingOrg |
| Bonus Related Orgs | 100000 | 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 | 10893 | NontaxableBenefitsRelatedOrgs |
| Total Compensation Filing Org | 0 | TotalCompensationFilingOrg |
| Total Compensation Related Orgs | 374388 | 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 | 114 | NumberOfContributions |
| Noncash Contribs Rptd F990 | 3188167 | NoncashContribsRptdF990 |
| Method Of Determining Revenues | average high/low | MethodOfDeterminingRevenues |
Real Estate Residential RealEstateResidential
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | X | NonCashCheckbox |
| Number Of Contributions | 1 | NumberOfContributions |
| Noncash Contribs Rptd F990 | 125000 | 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 (7 entries)
| IdentifierIdentifier | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| 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 required 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; however Pelotonia LLC, the disregarded entity reported in Schedule R has 5 employees. |
| F990_P06_S0A_L02 | Form 990, Part VI, Section A, Line 2 | Jean Schottenstein is married to Susan Diamond's brother. |
| F990_P06_S0B_L11 | Form 990, Part VI, Section B, Line 11 | 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_S0C_L19 | Form 990, Part VI, Section C, Line 19 | The governing documents, conflict of interest policy, and financial statements are available upon request. |
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 | 615457 | 4585262 | 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 | 16759746 | 10893500 | N/A |
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