2011-05-13T10:09:46-07:00 2010-06-30 990 2009-07-01 311145986 OHIO STATE UNIVERSITY FOUNDATION OHIO 6142926261 364 W Lane Ave Suite B Columbus OH 432014350 Thomas W Johnson 6142924777 2011-05-13 2009 2016-02-24 21:20:13Z Jeff M S Kaplan 1480 Lane Avenue Columbus OH 43221 103837672 0 X X 1985 OH The Foundation raises funds, manages endowments, and manages planned gifts exclusively for the benefit of The Ohio State University. 53 53 0 1366 0 0 62344671 82672912 0 0 20994188 20985645 549279 -320885 83888138 103337672 0 0 0 0 517842 1040492 0 0 2513155 51059993 60782445 51577835 61822937 32310303 41514735 408296132 515963756 20856789 39730712 387439343 476233044 The Foundation raises funds, manages endowments, and manages planned gifts exclusively for the benefit of The Ohio State University. 0 0 53527071 0 0 Distributions to The Ohio State University 1724270 0 0 Distribution to Gift Annuitants 1387928 0 0 Distribution of matured Gift Annuities to The Ohio State University 0 0 0 56639269 1 1 0 0 1 0 0 0 1 1 1 1 0 0 0 0 0 0 1 0 0 0 0 1 0 0 0 0 0 0 0 0 1 0 0 0 1 0 0 0 0 1 0 0 1 0 0 0 0 0 0 1 1 0 0 0 0 0 53 53 1 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 0 0 0 OH X Julie L Saunders 6142927458 364 W Lane Ave B Columbus OH 43201 William E Arthur 0.25 X 0 0 0 Patricia Aveni 0.25 X 0 0 0 John W Berry 0.25 X 0 0 0 ChihMing Chen 0.25 X 0 0 0 Edwin M Cooperman 0.25 X 0 0 0 Lois Ann Crane 0.25 X 0 0 0 John W Creighton 0.25 X 0 0 0 Samuel B Davis 0.25 X 0 0 0 Susan Schottenstein Diamond 0.25 X 0 0 0 Ruann Ernst 0.5 X 0 0 0 Jane FawcettHoover 0.25 X 0 0 0 Barbara Fergus 0.25 X 0 0 0 Ray J Groves 0.25 X 0 0 0 Edward E Hagenlocker 0.25 X 0 0 0 Jole R Harmon 0.25 X 0 0 0 Robert Hummel 0.25 X 0 0 0 Edgar William Ingram 0.25 X 0 0 0 William M Isaac 0.25 X 0 0 0 Alexis A Jacobs 0.25 X 0 0 0 Charles Klatskin 0.25 X 0 0 0 James D Klingbeil 0.5 X 0 0 0 David Kollat 0.25 X 0 0 0 Zell Kravinsky 0.25 X 0 0 0 H Frederick Krimendahl 0.25 X 0 0 0 Cheryl Krueger 0.25 X 0 0 0 William G Lowrie 0.25 X 0 0 0 Robert E Martini 0.25 X 0 0 0 John E Lucks 0.5 X 0 0 0 Keith D Monda 0.25 X 0 0 0 Martin C Murrer 0.5 X 0 0 0 Lou Ann Moritz Ransom 0.25 X 0 0 0 W Ray Persons 0.5 X 0 0 0 Floradelle A Pfahl 0.25 X 0 0 0 Corbett Price 0.25 X 0 0 0 Robert F Reusche 0.25 X 0 0 0 David A Rismiller 0.25 X 0 0 0 Patricia A Robinson 0.25 X 0 0 0 Ralph Rockow 0.25 X 0 0 0 David Ryan 0.25 X 0 0 0 John J Schiff 0.25 X 0 0 0 Betty Schoenbaum 0.25 X 0 0 0 Jean R Schottenstein 0.5 X 0 0 0 Barbara Trueman 0.25 X 0 0 0 William D Wells 0.25 X 0 0 0 Iris Wolstein 0.25 X 0 0 0 Robert L Wright 0.25 X 0 0 0 Gordon Gee 0.5 X 0 0 0 John B Gerlach Jr 0.5 X 0 0 0 Christopher M Culley 0.25 X 0 0 0 Thomas W Johnson 0.25 X 0 0 0 Andrew Sorensen 50 X 0 0 0 Tom Lennox 50 X X 0 363495 0 Kelley Griesmer 50 X 0 121680 0 0 485175 0 2 0 1 0 Catering by Design 6465 Busch Blvd Columbus OH 43229 Food service 164994 Starrting Events 84 Maugus Ave Wellesley MA 02181 Event Consulting 159454 2 0 0 16754906 0 0 65918006 3313167 82672912 0 21393594 21393594 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 92051 0 500000 0 -407949 -407949 -407949 0 0 0 Reimbursement agreement 900099 270000 270000 0 0 Gain on present value of life insurance 524298 -590885 -590885 0 0 0 0 0 0 -320885 103337672 20664760 0 0 0 997228 137930 859298 43264 43264 0 159305 159305 6605 6605 81525 53235 28290 7247 2947 4300 193335 193335 173737 1320 172417 230807 11583 219224 134744 70815 63929 1259 1259 1478 1478 41230 41230 227517 227517 10767 10767 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 3833 3570 263 61822937 56639269 2670513 2513155 100 1457906 828051 96593 29939808 42484444 1895996 3543115 6650927 1110126 6235454 5540801 213217074 188364045 156132697 274437658 46952 39194 408296132 515963756 53400 40251 1367719 699789 1725706 905691 17709964 38084981 20856789 39730712 X 3607121 3486451 35423230 53957435 348408992 418789158 387439343 476233044 408296132 515963756 X 0 1 1 X 0 X 49692427 62232817 88726875 62344671 82672912 345669702 0 0 0 0 0 0 0 0 0 0 0 0 49692427 62232817 88726875 62344671 82672912 345669702 345669702 19075595 18573008 21327236 21260587 21393594 101630020 0 0 0 447299722 0.77279 0.75888 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 4 0 0 0 128502 0 1023735 1 1 348393132 31588546 61437839 0 21199840 9400085 410819592 442852874 29933170 -96209604 0 20262243 7921065 348393132 0 0.9983 0.0017 0 0 0 0 0 0 4972259 971733 4000526 0 0 0 0 0 0 0 0 1004967 673701 138393 1540275 5540801 Investment Partnerships 270423632 F Life Insurance Policies 4014026 F 274437658 Bond Interest Receivable 21194 Payroll Deposits 18000 39194 0 Obligation and Reserve for Gift Annuity 16855210 Charitable Remainder Trust Liabilities 20728164 Due to The Ohio State University 501607 38084981 103337672 61822937 41514735 34167382 0 0 0 1285171 35452553 76967288 138790225 34167382 0 0 1285171 35452553 103337672 0 0 0 103337672 61822937 0 0 0 0 0 61822937 0 0 0 61822937 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. Pelotonia which is a bicycle tour to benefit cancer research 16754906 0 16754906 0 0 83384 176790 0 544756 0 0 16754906 0 16754906 0 0 83384 176790 0 544756 804930 15949976 X 0 0 0 0 0 0 0 0 0 Tom Lennox 0 263495 0 100000 0 0 0 0 0 10893 0 374388 0 0 X 114 3188167 average high/low X 1 125000 appraised value 0 1 1 SchM_P01_S00_L32b Schedule M, Part I, Line 32b 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. 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. 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