OHIO STATE UNIVERSITY FOUNDATION: Form 990, tax year 2024

View the entire original 990 at ProPublica ↗

Organization
OHIO STATE UNIVERSITY FOUNDATION (EIN 31-1145986)
Tax period
2024-07-01 to 2025-06-30
Filed
2026-03-31
IRS object ID
202640929349301339
Schema version
2024v5.0
Source
Download XML · Original 990 at ProPublica

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

Return header ReturnHeader

FieldValueIRS element (for citing)
Return2026-03-31T09:36:31-07:00ReturnTs
Tax Period End2025-06-30TaxPeriodEndDt
Return Type990ReturnTypeCd
Tax Period Begin2024-07-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN311145986EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1OHIO STATE UNIVERSITY FOUNDATIONBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlOHIOBusinessNameControlTxt
Phone6142921600PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line114 E 15th Ave 4th FlAddressLine1Txt
CityColumbusCityNm
State AbbreviationOHStateAbbreviationCd
ZIP43201ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonJake WozniakPersonNm
Person TitleAssistant TreasurerPersonTitleTxt
Phone6142928520PhoneNum
Signature2026-04-01SignatureDt
FieldValueIRS element (for citing)
IRS Responsible Prty Info CurrYes (1)IRSResponsiblePrtyInfoCurrInd
Tax2024TaxYr
Build TS2025-03-06 01:10:19ZBuildTS

Form 990 IRS990

FieldValueIRS element (for citing)
Principal OfficerMichael EicherPrincipalOfficerNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line114 E 15th AveAddressLine1Txt
Address Line24th FloorAddressLine2Txt
CityColumbusCityNm
State AbbreviationOHStateAbbreviationCd
ZIP43201ZIPCd
FieldValueIRS element (for citing)
Gross Receipts$378,949,364GrossReceiptsAmt
Group Return For Affiliates0GroupReturnForAffiliatesInd
Organization501c3Yes (X)Organization501c3Ind
Website Addresswww.osu.edu/givingWebsiteAddressTxt
Type Of Organization CorpYes (X)TypeOfOrganizationCorpInd
Formation1985FormationYr
Legal Domicile StateOHLegalDomicileStateCd
Activity Or MissionThe Ohio State University Foundation is The Ohio State University's primary fundraising and gift-receiving organization. Its purpose is to advance the mission of Ohio State by pursuing and securing private support to benefit Ohio State students, faculty, programs, and/or facilities.ActivityOrMissionDesc
Voting Members Governing Body49VotingMembersGoverningBodyCnt
Voting Members Independent49VotingMembersIndependentCnt
Total Employee0TotalEmployeeCnt
Total Gross UBI$0TotalGrossUBIAmt
PY Contributions Grants$303,890,143PYContributionsGrantsAmt
CY Contributions Grants$330,827,274CYContributionsGrantsAmt
PY Program Service Revenue$0PYProgramServiceRevenueAmt
CY Program Service Revenue$0CYProgramServiceRevenueAmt
PY Investment Income$38,619,138PYInvestmentIncomeAmt
CY Investment Income$42,024,220CYInvestmentIncomeAmt
PY Other Revenue$5,788,312PYOtherRevenueAmt
CY Other Revenue$6,097,870CYOtherRevenueAmt
PY Total Revenue$348,297,593PYTotalRevenueAmt
CY Total Revenue$378,949,364CYTotalRevenueAmt
PY Grants And Similar Paid$0PYGrantsAndSimilarPaidAmt
CY Grants And Similar Paid$0CYGrantsAndSimilarPaidAmt
PY Benefits Paid To Members$0PYBenefitsPaidToMembersAmt
CY Benefits Paid To Members$0CYBenefitsPaidToMembersAmt
PY Salaries Comp Emp Bnft Paid$151,093PYSalariesCompEmpBnftPaidAmt
CY Salaries Comp Emp Bnft Paid$156,555CYSalariesCompEmpBnftPaidAmt
PY Total Prof Fndrsng Expns$0PYTotalProfFndrsngExpnsAmt
CY Total Prof Fndrsng Expns$0CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense$0CYTotalFundraisingExpenseAmt
PY Other Expenses$294,802,415PYOtherExpensesAmt
CY Other Expenses$354,850,631CYOtherExpensesAmt
PY Total Expenses$294,953,508PYTotalExpensesAmt
CY Total Expenses$355,007,186CYTotalExpensesAmt
PY Revenues Less Expenses$53,344,085PYRevenuesLessExpensesAmt
CY Revenues Less Expenses$23,942,178CYRevenuesLessExpensesAmt
Total Assets BOY$1,952,395,539TotalAssetsBOYAmt
Total Assets EOY$2,154,660,357TotalAssetsEOYAmt
Total Liabilities BOY$62,973,037TotalLiabilitiesBOYAmt
Total Liabilities EOY$72,268,459TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY$1,889,422,502NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY$2,082,391,898NetAssetsOrFundBalancesEOYAmt
MissionThe Foundation raises funds and manages endowments and planned gifts for the benefit of The Ohio State University.MissionDesc
Significant New Program Srvc0SignificantNewProgramSrvcInd
Significant Change0SignificantChangeInd
Expense$322,142,884ExpenseAmt
Grant$0GrantAmt
Revenue$0RevenueAmt
DescDistributions to The Ohio State University.Desc

Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp

FieldValueIRS element (for citing)
Expense$0ExpenseAmt
Grant$0GrantAmt
Revenue$0RevenueAmt
DescNot ApplicableDesc
FieldValueIRS element (for citing)
Total Other Prog Srvc Expense$0TotalOtherProgSrvcExpenseAmt
Total Other Prog Srvc Grant$0TotalOtherProgSrvcGrantAmt
Total Other Prog Srvc Revenue$0TotalOtherProgSrvcRevenueAmt
Total Program Service Expenses$322,142,884TotalProgramServiceExpensesAmt
Described In Section501c3Yes (1)DescribedInSection501c3Ind
Schedule B RequiredYes (1)ScheduleBRequiredInd
Political Campaign Acty0PoliticalCampaignActyInd
Lobbying Activities0LobbyingActivitiesInd
Subject To Proxy Tax0SubjectToProxyTaxInd
Donor Advised FundYes (1)DonorAdvisedFundInd
Conservation Easements0ConservationEasementsInd
Collections Of Art0CollectionsOfArtInd
Credit Counseling0CreditCounselingInd
Donor Rstr Or Quasi EndowmentsYes (1)DonorRstrOrQuasiEndowmentsInd
Report Land Building EquipmentYes (1)ReportLandBuildingEquipmentInd
Report Investments Other SecYes (1)ReportInvestmentsOtherSecInd
Report Program Related Invst0ReportProgramRelatedInvstInd
Report Other Assets0ReportOtherAssetsInd
Report Other LiabilitiesYes (1)ReportOtherLiabilitiesInd
Include FIN48 Footnote0IncludeFIN48FootnoteInd
Independent Audit Fincl StmtYes (1)IndependentAuditFinclStmtInd
Consolidated Audit Fincl StmtYes (1)ConsolidatedAuditFinclStmtInd
School Operating0SchoolOperatingInd
Foreign Office0ForeignOfficeInd
Foreign Activities0ForeignActivitiesInd
More Than5000 K To Org0MoreThan5000KToOrgInd
More Than5000 K To Individuals0MoreThan5000KToIndividualsInd
Professional Fundraising0ProfessionalFundraisingInd
Fundraising Activities0FundraisingActivitiesInd
Gaming Activities0GamingActivitiesInd
Operate Hospital0OperateHospitalInd
Grants To Organizations0GrantsToOrganizationsInd
Grants To Individuals0GrantsToIndividualsInd
Schedule J Required0ScheduleJRequiredInd
Tax Exempt Bonds0TaxExemptBondsInd
Engaged In Excess Benefit Trans0EngagedInExcessBenefitTransInd
PY Excess Benefit Trans0PYExcessBenefitTransInd
Loan Outstanding0LoanOutstandingInd
Grant To Related Person0GrantToRelatedPersonInd
Business Rln With Org Mem0BusinessRlnWithOrgMemInd
Business Rln With Fam Mem0BusinessRlnWithFamMemInd
Business Rln With35 Ctrl Ent0BusinessRlnWith35CtrlEntInd
Deductible Non Cash ContriYes (1)DeductibleNonCashContriInd
Deductible Art ContributionYes (1)DeductibleArtContributionInd
Terminate Operations0TerminateOperationsInd
Partial Liquidation0PartialLiquidationInd
Disregarded EntityYes (1)DisregardedEntityInd
Related Entity0RelatedEntityInd
Related Organization Ctrl Ent0RelatedOrganizationCtrlEntInd
Trnsfr Exmpt Non Chrtbl Rltd Org0TrnsfrExmptNonChrtblRltdOrgInd
Activities Conducted Prtshp0ActivitiesConductedPrtshpInd
Schedule O RequiredYes (1)ScheduleORequiredInd
Info In Schedule O Part VYes (X)InfoInScheduleOPartVInd
IRP Document1IRPDocumentCnt
IRP Document W2 G0IRPDocumentW2GCnt
Backup Wthld ComplianceYes (1)BackupWthldComplianceInd
Employee0EmployeeCnt
Unrelated Bus Incm Over Limit0UnrelatedBusIncmOverLimitInd
Foreign Financial Account0ForeignFinancialAccountInd
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTransInd
Taxable Party Notification0TaxablePartyNotificationInd
Nondeductible ContributionsYes (1)NondeductibleContributionsInd
Nondeductible Contri DisclYes (1)NondeductibleContriDisclInd
Quid Pro Quo ContributionsYes (1)QuidProQuoContributionsInd
Quid Pro Quo Contri DisclYes (1)QuidProQuoContriDisclInd
Form8282 Property Disposed Of0Form8282PropertyDisposedOfInd
Rcv Fnds To Pay Prsnl Bnft Cntrct0RcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft Cntrct0PayPremiumsPrsnlBnftCntrctInd
DAF Excess Business Holdings0DAFExcessBusinessHoldingsInd
Taxable Distributions0TaxableDistributionsInd
Distribution To Donor0DistributionToDonorInd
Indoor Tanning Services0IndoorTanningServicesInd
Subj To Tax Rmnrtn Ex Prcht Pymt0SubjToTaxRmnrtnExPrchtPymtInd
Subject To Excs Tax Net Invst Inc0SubjectToExcsTaxNetInvstIncInd
Info In Schedule O Part VIYes (X)InfoInScheduleOPartVIInd
Governing Body Voting Members49GoverningBodyVotingMembersCnt
Independent Voting Member49IndependentVotingMemberCnt
Family Or Business Rln0FamilyOrBusinessRlnInd
Delegation Of Mgmt Duties0DelegationOfMgmtDutiesInd
Change To Org Documents0ChangeToOrgDocumentsInd
Material Diversion Or Misuse0MaterialDiversionOrMisuseInd
Members Or Stockholders0MembersOrStockholdersInd
Election Of Board Members0ElectionOfBoardMembersInd
Decisions Subject To Approva0DecisionsSubjectToApprovaInd
Minutes Of Governing BodyYes (1)MinutesOfGoverningBodyInd
Minutes Of CommitteesYes (1)MinutesOfCommitteesInd
Officer Mailing Address0OfficerMailingAddressInd
Local Chapters0LocalChaptersInd
Form990 Provided To Gvrn BodyYes (1)Form990ProvidedToGvrnBodyInd
Conflict Of Interest PolicyYes (1)ConflictOfInterestPolicyInd
Annual Disclosure Covered PrsnYes (1)AnnualDisclosureCoveredPrsnInd
Regular Monitoring EnfrcYes (1)RegularMonitoringEnfrcInd
Whistleblower PolicyYes (1)WhistleblowerPolicyInd
Document Retention PolicyYes (1)DocumentRetentionPolicyInd
Compensation Process CEO0CompensationProcessCEOInd
Compensation Process OtherYes (1)CompensationProcessOtherInd
Investment In Joint Venture0InvestmentInJointVentureInd
States Where Copy Of Return Is FldCAStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldKYStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldMAStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldMDStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldMIStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldMNStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldNHStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldNJStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldNYStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldORStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldPAStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldSCStatesWhereCopyOfReturnIsFldCd
Upon RequestYes (X)UponRequestInd

Books In Care Of Detail BooksInCareOfDetail

FieldValueIRS element (for citing)
PersonJan E SoboslaiPersonNm
Phone6146882574PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line114 E 15th Ave 4th FlAddressLine1Txt
CityColumbusCityNm
State AbbreviationOHStateAbbreviationCd
ZIP43201ZIPCd
FieldValueIRS element (for citing)
No Listed Persons CompensatedYes (X)NoListedPersonsCompensatedInd

Form990 Part VII Section A Form990PartVIISectionAGrp (50 entries)

TitleTitleTxtAverage Hours Per WeekAverageHoursPerWeekRtAverage Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRtIndividual Trustee Or DirectorIndividualTrusteeOrDirectorIndReportable Comp From OrgReportableCompFromOrgAmtReportable Comp From Rltd OrgReportableCompFromRltdOrgAmtOther CompensationOtherCompensationAmtOfficerOfficerInd
Alec Wightman
Board of Directors0.250Yes (X)$0$0$0
Anne E Klamar
Board of Directors0.250Yes (X)$0$0$0
Ayann Howard
Ex Officio Director0.250Yes (X)$0$0$0
Bonita D Griffin
Board of Directors and Officer0.50Yes (X)$0$0$0Yes (X)
Carter G Phillips
Board of Directors and Officer0.50Yes (X)$0$0$0Yes (X)
Caryn Covelli
Board of Directors0.250Yes (X)$0$0$0
Corbett A Price
Board of Directors0.250Yes (X)$0$0$0
Cynthia Hilsheimer
Board of Directors0.250Yes (X)$0$0$0
Daniel Coombs
Board of Directors0.250Yes (X)$0$0$0
Daniel J Wampler
Board of Directors0.250Yes (X)$0$0$0
Elizabeth B Germain
Board of Directors0.250Yes (X)$0$0$0
Frank D Mauceri
Board of Directors0.250Yes (X)$0$0$0
G Gilbert Cloyd
Board of Directors0.250Yes (X)$0$0$0
Gay Su Pinnell
Board of Directors0.250Yes (X)$0$0$0
Georganne Shockey
Board of Directors0.250Yes (X)$0$0$0
Gifford Weary
Board of Directors and Officer0.50Yes (X)$0$0$0Yes (X)
Jacinto Beard
Board of Directors0.250Yes (X)$0$0$0
Jack Cowart
Board of Directors0.250Yes (X)$0$0$0
James F Dietz
Board of Directors and Officer0.50Yes (X)$0$0$0Yes (X)
Janet Porter
Board of Directors0.250Yes (X)$0$0$0
Jennifer J Ostenson
Board of Directors0.250Yes (X)$0$0$0
Joe Borgo
Board of Directors0.250Yes (X)$0$0$0
John C Lindberg
Board of Directors0.250Yes (X)$0$0$0
Keith B Key
Board of Directors and Officer0.50Yes (X)$0$0$0Yes (X)
Keith D Monda
Board of Directors0.250Yes (X)$0$0$0
Lee Shackelford
Board of Directors0.250Yes (X)$0$0$0
Linda S Kass
Board of Directors0.250Yes (X)$0$0$0
Lisa Hinson
Board of Directors0.250Yes (X)$0$0$0
Marnette Perry
Board of Directors0.250Yes (X)$0$0$0
Maryann Kennedy
Board of Directors0.250Yes (X)$0$0$0
Matthew D Magee
Board of Directors0.250Yes (X)$0$0$0
Melissa S Shivers
Ex Officio Director0.250Yes (X)$0$0$0
Michael C Eicher
Ex Officio Director and Officer0.50Yes (X)$0$0$0Yes (X)
Molly Ranz Calhoun
Ex Officio Director0.250Yes (X)$0$0$0
Nanette Nardi Triplett
Board of Directors0.250Yes (X)$0$0$0
Peter J Mohler
Ex Officio Director0.250Yes (X)$0$0$0
Phyllis A Cummins
Board of Directors0.250Yes (X)$0$0$0
Ratmir V Timashev
Board of Directors0.250Yes (X)$0$0$0
Ravi V Bellamkonda
Ex Officio Director0.250Yes (X)$0$0$0
Robert H Schottenstein
Board of Directors0.250Yes (X)$0$0$0
Robert W Savage
Board of Directors0.250Yes (X)$0$0$0
Sara Ziegler
Board of Directors0.250Yes (X)$0$0$0
Stanley D Ross
Board of Directors0.250Yes (X)$0$0$0
Stephen D Milligan
Board of Directors0.250Yes (X)$0$0$0
Stephen G Mehallis
Board of Directors0.250Yes (X)$0$0$0
Susan Gerlach Douglass
Board of Directors0.250Yes (X)$0$0$0
Tanny Crane
Board of Directors0.250Yes (X)$0$0$0
Timothy P Smucker
Board of Directors0.250Yes (X)$0$0$0
Walter Ted Carter Jr
Ex Officio Director0.250Yes (X)$0$0$0
Jake Wozniak
Officer0.250$0$0$0Yes (X)
FieldValueIRS element (for citing)
Total Reportable Comp From Org$0TotalReportableCompFromOrgAmt
Tot Reportable Comp Rltd Org$0TotReportableCompRltdOrgAmt
Total Other Compensation$0TotalOtherCompensationAmt
Indiv Rcvd Greater Than100 K0IndivRcvdGreaterThan100KCnt
Former Ofcr Employees Listed0FormerOfcrEmployeesListedInd
Total Comp Greater Than150 K0TotalCompGreaterThan150KInd
Compensation From Other Srcs0CompensationFromOtherSrcsInd
Cntrct Rcvd Greater Than100 K0CntrctRcvdGreaterThan100KCnt
Federated Campaigns$0FederatedCampaignsAmt
Membership Dues$0MembershipDuesAmt
Fundraising$0FundraisingAmt
Related Organizations$0RelatedOrganizationsAmt
Government Grants$0GovernmentGrantsAmt
All Other Contributions$330,827,274AllOtherContributionsAmt
Noncash Contributions$27,460,423NoncashContributionsAmt
Total Contributions$330,827,274TotalContributionsAmt
Total Program Service Revenue$0TotalProgramServiceRevenueAmt

Investment Income InvestmentIncomeGrp

FieldValueIRS element (for citing)
Total Revenue Column$42,024,220TotalRevenueColumnAmt
Related Or Exempt Func Income$42,024,220RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue$0UnrelatedBusinessRevenueAmt
Exclusion$0ExclusionAmt

Incm From Invest Bond Proceeds IncmFromInvestBondProceedsGrp

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

Royalties Revenue RoyaltiesRevenueGrp

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

Rental Income Or Loss RentalIncomeOrLossGrp

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

Gain Or Loss GainOrLossGrp

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

Other Revenue Misc OtherRevenueMiscGrp

FieldValueIRS element (for citing)
DescIncome from irrevocable split-interest agreementsDesc
Business525900BusinessCd
Total Revenue Column$6,029,321TotalRevenueColumnAmt
Related Or Exempt Func Income$6,029,321RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue$0UnrelatedBusinessRevenueAmt
Exclusion$0ExclusionAmt

Miscellaneous Revenue MiscellaneousRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$68,549TotalRevenueColumnAmt
Related Or Exempt Func Income$68,549RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue$0UnrelatedBusinessRevenueAmt
Exclusion$0ExclusionAmt
FieldValueIRS element (for citing)
Other Revenue Total$6,097,870OtherRevenueTotalAmt

Total Revenue TotalRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$378,949,364TotalRevenueColumnAmt
Related Or Exempt Func Income$48,122,090RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue$0UnrelatedBusinessRevenueAmt
Exclusion$0ExclusionAmt
FieldValueIRS element (for citing)
Info In Schedule O Part IXYes (X)InfoInScheduleOPartIXInd

Other Salaries And Wages OtherSalariesAndWagesGrp

FieldValueIRS element (for citing)
Total$114,948TotalAmt
Program Services$0ProgramServicesAmt
Management And General$114,948ManagementAndGeneralAmt
Fundraising$0FundraisingAmt

Other Employee Benefits OtherEmployeeBenefitsGrp

FieldValueIRS element (for citing)
Total$41,607TotalAmt
Program Services$0ProgramServicesAmt
Management And General$41,607ManagementAndGeneralAmt
Fundraising$0FundraisingAmt

Fees For Services Legal FeesForServicesLegalGrp

FieldValueIRS element (for citing)
Total$10,292TotalAmt
Program Services$0ProgramServicesAmt
Management And General$10,292ManagementAndGeneralAmt
Fundraising$0FundraisingAmt

Fees For Services Accounting FeesForServicesAccountingGrp

FieldValueIRS element (for citing)
Total$86,000TotalAmt
Program Services$0ProgramServicesAmt
Management And General$86,000ManagementAndGeneralAmt
Fundraising$0FundraisingAmt

Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp

FieldValueIRS element (for citing)
Total$32,359,604TotalAmt
Management And General$32,359,604ManagementAndGeneralAmt

Information Technology InformationTechnologyGrp

FieldValueIRS element (for citing)
Total$705TotalAmt
Program Services$0ProgramServicesAmt
Management And General$705ManagementAndGeneralAmt
Fundraising$0FundraisingAmt

Insurance InsuranceGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Other Expenses OtherExpensesGrp (2 entries)

DescDescTotalTotalAmtProgram ServicesProgramServicesAmtManagement And GeneralManagementAndGeneralAmtFundraisingFundraisingAmt
Distributions to The Ohio State University$322,142,884$322,142,884$0$0
Miscellaneous Expenses$251,146$0$251,146$0

Total Functional Expenses TotalFunctionalExpensesGrp

FieldValueIRS element (for citing)
Total$355,007,186TotalAmt
Program Services$322,142,884ProgramServicesAmt
Management And General$32,864,302ManagementAndGeneralAmt
Fundraising$0FundraisingAmt

Cash Non Interest Bearing CashNonInterestBearingGrp

FieldValueIRS element (for citing)
BOY$257,804BOYAmt
EOY$69,838EOYAmt

Pledges And Grants Receivable PledgesAndGrantsReceivableGrp

FieldValueIRS element (for citing)
BOY$282,561,925BOYAmt
EOY$266,295,705EOYAmt

Accounts Receivable AccountsReceivableGrp

FieldValueIRS element (for citing)
BOY$4,215BOYAmt
EOY$4,520EOYAmt
FieldValueIRS element (for citing)
Land Bldg Equip Cost Or Other Bss$3,550,000LandBldgEquipCostOrOtherBssAmt
Land Bldg Equip Accum Deprec$0LandBldgEquipAccumDeprecAmt

Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp

FieldValueIRS element (for citing)
BOY$3,550,000BOYAmt
EOY$3,550,000EOYAmt

Investments Pub Traded Sec InvestmentsPubTradedSecGrp

FieldValueIRS element (for citing)
BOY$795,866,766BOYAmt
EOY$913,130,285EOYAmt

Investments Other Securities InvestmentsOtherSecuritiesGrp

FieldValueIRS element (for citing)
BOY$870,152,430BOYAmt
EOY$971,608,874EOYAmt

Other Assets Total OtherAssetsTotalGrp

FieldValueIRS element (for citing)
BOY$2,399BOYAmt
EOY$1,135EOYAmt

Total Assets TotalAssetsGrp

FieldValueIRS element (for citing)
BOY$1,952,395,539BOYAmt
EOY$2,154,660,357EOYAmt

Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp

FieldValueIRS element (for citing)
BOY$201,386BOYAmt

Deferred Revenue DeferredRevenueGrp

FieldValueIRS element (for citing)
BOY$18,763,327BOYAmt
EOY$23,989,032EOYAmt

Other Liabilities OtherLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$44,008,324BOYAmt
EOY$48,279,427EOYAmt

Total Liabilities TotalLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$62,973,037BOYAmt
EOY$72,268,459EOYAmt
FieldValueIRS element (for citing)
Org Does Not Follow FASB117Yes (X)OrgDoesNotFollowFASB117Ind

Cap Stk Tr Prin Current Funds CapStkTrPrinCurrentFundsGrp

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

Pd In Cap Srpls Land Bldg Eqp Fund PdInCapSrplsLandBldgEqpFundGrp

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

Rtn Earn Endowment Incm Oth Fnds RtnEarnEndowmentIncmOthFndsGrp

FieldValueIRS element (for citing)
BOY$1,889,422,502BOYAmt
EOY$2,082,391,898EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$1,889,422,502BOYAmt
EOY$2,082,391,898EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$1,952,395,539BOYAmt
EOY$2,154,660,357EOYAmt
FieldValueIRS element (for citing)
Reconcilation Revenue Expnss$23,942,178ReconcilationRevenueExpnssAmt
Net Unrlzd Gains Losses Invst$169,027,218NetUnrlzdGainsLossesInvstAmt
Donated Services And Use Fclts$0DonatedServicesAndUseFcltsAmt
Investment Expense$0InvestmentExpenseAmt
Prior Period Adjustments$0PriorPeriodAdjustmentsAmt
Other Changes In Net Assets$0OtherChangesInNetAssetsAmt
Method Of Accounting AccrualYes (X)MethodOfAccountingAccrualInd
Accountant Compile Or ReviewYes (1)AccountantCompileOrReviewInd

Acct Compile Or Review Basis AcctCompileOrReviewBasisGrp

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

FS Audited Basis FSAuditedBasisGrp

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

Schedule A IRS990ScheduleA

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

Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$279,356,973CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$317,873,861CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$317,262,254CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$303,890,142CurrentTaxYearMinus1YearAmt
Current Tax Year$330,827,274CurrentTaxYearAmt
Total$1,549,210,504TotalAmt

Tax Rev Levied Orgnztnl Bnft170 TaxRevLeviedOrgnztnlBnft170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$0CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$0CurrentTaxYearMinus3YearsAmt
Total$0TotalAmt

Govt Furn Srvc Fclts Vl170 GovtFurnSrvcFcltsVl170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$0CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$0CurrentTaxYearMinus3YearsAmt
Total$0TotalAmt

Total Calendar Year170 TotalCalendarYear170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$279,356,973CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$317,873,861CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$317,262,254CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$303,890,142CurrentTaxYearMinus1YearAmt
Current Tax Year$330,827,274CurrentTaxYearAmt
Total$1,549,210,504TotalAmt
FieldValueIRS element (for citing)
Substantial Contributors Tot$28,993,894SubstantialContributorsTotAmt
Public Support Total170$1,520,216,610PublicSupportTotal170Amt

Gross Investment Income170 GrossInvestmentIncome170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$25,913,835CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$30,981,977CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$35,319,626CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$38,619,138CurrentTaxYearMinus1YearAmt
Current Tax Year$42,024,220CurrentTaxYearAmt
Total$172,858,796TotalAmt
FieldValueIRS element (for citing)
Total Support$1,722,069,300TotalSupportAmt
Public Support CY1700.88278PublicSupportCY170Pct
Public Support PY1700.90566PublicSupportPY170Pct
Thirty Thr Pct Suprt Tests CY170Yes (X)ThirtyThrPctSuprtTestsCY170Ind

Schedule B IRS990ScheduleB

Contributor Information ContributorInformationGrp

FieldValueIRS element (for citing)
ContributorRESTRICTEDContributorNum

Contributor Business Name ContributorBusinessName

FieldValueIRS element (for citing)
Business Name Line1RESTRICTEDBusinessNameLine1

Contributor US Address ContributorUSAddress

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

Schedule D IRS990ScheduleD

FieldValueIRS element (for citing)
Donor Advised Funds Held0DonorAdvisedFundsHeldCnt
Funds And Other Accounts Held2FundsAndOtherAccountsHeldCnt
Donor Advised Funds Contri$0DonorAdvisedFundsContriAmt
Funds And Other Accounts Contri$5,865FundsAndOtherAccountsContriAmt
Donor Advised Funds Grants$0DonorAdvisedFundsGrantsAmt
Funds And Other Accounts Grants$27,221FundsAndOtherAccountsGrantsAmt
Donor Advised Funds Vl EOY$0DonorAdvisedFundsVlEOYAmt
Funds And Other Accounts Vl EOY$1,195,799FundsAndOtherAccountsVlEOYAmt
Disclosed Org Leg CtrlYes (1)DisclosedOrgLegCtrlInd
Disclosed For Charitable PrpsYes (1)DisclosedForCharitablePrpsInd

CY Endwmt Fund CYEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$1,620,308,855BeginningYearBalanceAmt
Contributions$102,164,251ContributionsAmt
Investment Earnings Or Losses$211,048,957InvestmentEarningsOrLossesAmt
Grants Or Scholarships$0GrantsOrScholarshipsAmt
Other Expenditures$66,179,492OtherExpendituresAmt
Administrative Expenses$32,359,604AdministrativeExpensesAmt
End Year Balance$1,834,982,967EndYearBalanceAmt

CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$1,442,201,097BeginningYearBalanceAmt
Contributions$87,955,679ContributionsAmt
Investment Earnings Or Losses$172,540,070InvestmentEarningsOrLossesAmt
Grants Or Scholarships$0GrantsOrScholarshipsAmt
Other Expenditures$60,601,692OtherExpendituresAmt
Administrative Expenses$21,786,299AdministrativeExpensesAmt
End Year Balance$1,620,308,855EndYearBalanceAmt

CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$1,344,732,358BeginningYearBalanceAmt
Contributions$65,605,009ContributionsAmt
Investment Earnings Or Losses$107,036,986InvestmentEarningsOrLossesAmt
Grants Or Scholarships$0GrantsOrScholarshipsAmt
Other Expenditures$55,639,376OtherExpendituresAmt
Administrative Expenses$19,533,880AdministrativeExpensesAmt
End Year Balance$1,442,201,097EndYearBalanceAmt

CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$1,345,059,383BeginningYearBalanceAmt
Contributions$86,910,333ContributionsAmt
Investment Earnings Or Losses-$18,698,242InvestmentEarningsOrLossesAmt
Grants Or Scholarships$0GrantsOrScholarshipsAmt
Other Expenditures$49,896,284OtherExpendituresAmt
Administrative Expenses$18,642,832AdministrativeExpensesAmt
End Year Balance$1,344,732,358EndYearBalanceAmt

CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$996,177,321BeginningYearBalanceAmt
Contributions$64,712,409ContributionsAmt
Investment Earnings Or Losses$346,480,104InvestmentEarningsOrLossesAmt
Grants Or Scholarships$0GrantsOrScholarshipsAmt
Other Expenditures$46,581,032OtherExpendituresAmt
Administrative Expenses$15,729,419AdministrativeExpensesAmt
End Year Balance$1,345,059,383EndYearBalanceAmt
FieldValueIRS element (for citing)
Board Designated Balance EOY0BoardDesignatedBalanceEOYPct
Prmnnt Endowment Balance EOY0.9851PrmnntEndowmentBalanceEOYPct
Term Endowment Balance EOY0.0149TermEndowmentBalanceEOYPct
Endowments Held Unrelated OrgYes (1)EndowmentsHeldUnrelatedOrgInd
Endowments Held Related Org0EndowmentsHeldRelatedOrgInd

Land LandGrp

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

Buildings BuildingsGrp

FieldValueIRS element (for citing)
Investment Cost Or Other Basis$3,550,000InvestmentCostOrOtherBasisAmt
Other Cost Or Other Basis$0OtherCostOrOtherBasisAmt
Depreciation$0DepreciationAmt
Book Value$3,550,000BookValueAmt

Leasehold Improvements LeaseholdImprovementsGrp

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

Equipment EquipmentGrp

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

Other Land Buildings OtherLandBuildingsGrp

FieldValueIRS element (for citing)
Investment Cost Or Other Basis$0InvestmentCostOrOtherBasisAmt
Other Cost Or Other Basis$0OtherCostOrOtherBasisAmt
Depreciation$0DepreciationAmt
Book Value$0BookValueAmt
FieldValueIRS element (for citing)
Total Book Value Land Buildings$3,550,000TotalBookValueLandBuildingsAmt

Financial Derivatives FinancialDerivativesGrp

FieldValueIRS element (for citing)
Book Value$0BookValueAmt

Closely Held Equity Interests CloselyHeldEquityInterestsGrp

FieldValueIRS element (for citing)
Book Value$0BookValueAmt

Other Securities OtherSecuritiesGrp (2 entries)

DescDescBook ValueBookValueAmtMethod ValuationMethodValuationCd
Other Investment Partnerships$970,240,149F
Life Insurance Policies'$1,368,725F
FieldValueIRS element (for citing)
Total Book Value Securities$971,608,874TotalBookValueSecuritiesAmt

Other Liabilities Org OtherLiabilitiesOrgGrp (3 entries)

DescDescAmtAmt
Obligation and Reserve for Gift Annuity$26,092,255
Charitable Remainder Trust Liability$12,447,295
Deferred Inflows$9,739,877
FieldValueIRS element (for citing)
Total Liability$48,279,427TotalLiabilityAmt
Total Rev Etc Audited Fincl Stmt$529,940,661TotalRevEtcAuditedFinclStmtAmt
Net Unrealized Gains Invst$169,027,218NetUnrealizedGainsInvstAmt
Donated Services And Use Fclts$0DonatedServicesAndUseFcltsAmt
Recoveries Prior Year Grants$0RecoveriesPriorYearGrantsAmt
Other Revenue$0OtherRevenueAmt
Revenue Not Reported$169,027,218RevenueNotReportedAmt
Revenue Subtotal$360,913,443RevenueSubtotalAmt
Investment Expenses Not Incld$18,035,921InvestmentExpensesNotIncldAmt
Other Revenues Not Included$0OtherRevenuesNotIncludedAmt
Revenue Not Reported Fincl Stmt$18,035,921RevenueNotReportedFinclStmtAmt
Total Revenue Per Form990$378,949,364TotalRevenuePerForm990Amt
Tot Expns Etc Audited Fincl Stmt$336,971,265TotExpnsEtcAuditedFinclStmtAmt
Donated Services Use Fclts$0DonatedServicesUseFcltsAmt
Prior Year Adjustments$0PriorYearAdjustmentsAmt
Losses Reported$0LossesReportedAmt
Other Expenses Included$0OtherExpensesIncludedAmt
Expenses Not Reported$0ExpensesNotReportedAmt
Expenses Subtotal$336,971,265ExpensesSubtotalAmt
Investment Expenses Not Incld2$18,035,921InvestmentExpensesNotIncld2Amt
Other Expenses Not Included$0OtherExpensesNotIncludedAmt
Expenses Not Rpt Fincl Stmt$18,035,921ExpensesNotRptFinclStmtAmt
Total Expenses Per Form990$355,007,186TotalExpensesPerForm990Amt

Supplemental Information Detail SupplementalInformationDetail (3 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
Schedule D, Part V, Line 3a(i)The Ohio State University holds and administers the Foundation's endowment funds. Under the Form 990 instructions, the Foundation and the University are not considered related organizations.
Schedule D, Part V, Line 4Endowment funds provide permanent support for University priorities, including scholarships, research, and faculty positions such as chairs and professorships.
Schedule D, Part VI, Line 1bThe Foundation is holding a donated office building for resale.

Schedule M IRS990ScheduleM

Works Of Art WorksOfArtGrp

FieldValueIRS element (for citing)
Non Cash CheckboxYes (X)NonCashCheckboxInd
Contribution5ContributionCnt
Noncash Contributions Rpt F990$0NoncashContributionsRptF990Amt
Method Of Determining RevenuesN/AMethodOfDeterminingRevenuesTxt

Clothing And Household Goods ClothingAndHouseholdGoodsGrp

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

Securities Publicly Traded SecuritiesPubliclyTradedGrp

FieldValueIRS element (for citing)
Non Cash CheckboxYes (X)NonCashCheckboxInd
Contribution553ContributionCnt
Noncash Contributions Rpt F990$27,460,423NoncashContributionsRptF990Amt
Method Of Determining RevenuesAverage high/lowMethodOfDeterminingRevenuesTxt

Food Inventory FoodInventoryGrp

FieldValueIRS element (for citing)
Non Cash CheckboxYes (X)NonCashCheckboxInd
Contribution15ContributionCnt
Noncash Contributions Rpt F990$0NoncashContributionsRptF990Amt
Method Of Determining RevenuesN/AMethodOfDeterminingRevenuesTxt

Other Non Cash Contri Table OtherNonCashContriTableGrp (2 entries)

Non Cash CheckboxNonCashCheckboxIndDescDescContributionContributionCntNoncash Contributions Rpt F990NoncashContributionsRptF990AmtMethod Of Determining RevenuesMethodOfDeterminingRevenuesTxt
Yes (X)Other:Event and Other21$0N/A
Yes (X)Gift cards/certificates/tickets24$0N/A
FieldValueIRS element (for citing)
Any Property That Must Be Held0AnyPropertyThatMustBeHeldInd
Review Process Unusual NC GiftsYes (1)ReviewProcessUnusualNCGiftsInd
Third Parties UsedYes (1)ThirdPartiesUsedInd

Supplemental Information Detail SupplementalInformationDetail (2 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
Schedule M, Part I, Line 32bThe Foundation engages third parties to sell non-cash contributions, using brokerage firms for securities and real estate agents for property.
Schedule M, Part I, Line 33In accordance with current accounting practices, the Foundation does not record revenue for these in-kind gifts.

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (10 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
Form 990, Part IV, Line 29Non-cash contributions are donated to The Ohio State University for use in its exempt purposes.
Form 990, Part IV, Line 30Non-cash contributions are donated to The Ohio State University for use in its exempt purposes.
Form 990, Part IV, Line 34Although operated for the benefit of The Ohio State University, the Foundation and the University are not related organizations under Form 990 instructions. The Foundation is not a supporting organization under IRC 509(a)(3) and instead qualifies as a public charity under IRC 509 (a)(1). The University does not appoint a majority of the Foundation's directors. Information regarding related organizations is available upon request.
Form 990, Part V, Line 3bThe Foundation files Form 990T annually, regardless of whether there is unrelated business income to report.
Form 990, Part VI, Section B, Line 11bThe Audit Committee of the OSU Foundation Board reviews the Form 990 prior to filing. The Form 990 is then made available to the board for comments.
Form 990, Part VI, Section B, Line 12cBoard members are required to complete annual conflict of interest questionnaires. Foundation staff review submissions, and present potential conflicts for evaluation and determination.
Form 990, Part VI, Section B, Line 15The organization's top management official is an employee of The Ohio State University. Compensation follows University policies.
Form 990, Part VI, Section C, Line 19Governing documents, the conflict-of-interest policy, and financial statements are available upon request.
Form 990, Part IX, Line 7Payroll costs represent services provided by a University employee who is not directly employed by the Foundation.
Form 990, Part IX, Line 9Benefit costs represent services provided by a university employee who is not directly employed by the Foundation

Schedule R IRS990ScheduleR

Id Disregarded Entities IdDisregardedEntitiesGrp

Disregarded Entity Name DisregardedEntityName

FieldValueIRS element (for citing)
Business Name Line1Clifton Holdings LLCBusinessNameLine1Txt

US Address USAddress

FieldValueIRS element (for citing)
Address Line1150 E Broad StreetAddressLine1Txt
CityColumbusCityNm
State AbbreviationOHStateAbbreviationCd
ZIP43215ZIPCd
FieldValueIRS element (for citing)
EIN311145986EIN
Primary ActivitiesPrevious owner of real property located in Bexley, OhioPrimaryActivitiesTxt
Legal Domicile StateOHLegalDomicileStateCd
Total Income$0TotalIncomeAmt
End Of Year Assets$0EndOfYearAssetsAmt
Direct Controlling NAN/ADirectControllingNACd

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