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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2026-03-31T09:36:31-07:00 | ReturnTs |
| Tax Period End | 2025-06-30 | TaxPeriodEndDt |
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2024-07-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 311145986 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | OHIO STATE UNIVERSITY FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | OHIO | BusinessNameControlTxt |
| Phone | 6142921600 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 14 E 15th Ave 4th Fl | AddressLine1Txt |
| City | Columbus | CityNm |
| State Abbreviation | OH | StateAbbreviationCd |
| ZIP | 43201 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Jake Wozniak | PersonNm |
| Person Title | Assistant Treasurer | PersonTitleTxt |
| Phone | 6142928520 | PhoneNum |
| Signature | 2026-04-01 | SignatureDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (1) | IRSResponsiblePrtyInfoCurrInd |
| Tax | 2024 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | Michael Eicher | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 14 E 15th Ave | AddressLine1Txt |
| Address Line2 | 4th Floor | AddressLine2Txt |
| City | Columbus | CityNm |
| State Abbreviation | OH | StateAbbreviationCd |
| ZIP | 43201 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $378,949,364 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | www.osu.edu/giving | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1985 | FormationYr |
| Legal Domicile State | OH | LegalDomicileStateCd |
| Activity Or Mission | The 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 Body | 49 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 49 | VotingMembersIndependentCnt |
| Total Employee | 0 | TotalEmployeeCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| PY Contributions Grants | $303,890,143 | PYContributionsGrantsAmt |
| CY Contributions Grants | $330,827,274 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $0 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $0 | CYProgramServiceRevenueAmt |
| PY Investment Income | $38,619,138 | PYInvestmentIncomeAmt |
| CY Investment Income | $42,024,220 | CYInvestmentIncomeAmt |
| PY Other Revenue | $5,788,312 | PYOtherRevenueAmt |
| CY Other Revenue | $6,097,870 | CYOtherRevenueAmt |
| PY Total Revenue | $348,297,593 | PYTotalRevenueAmt |
| CY Total Revenue | $378,949,364 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $0 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $0 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $151,093 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $156,555 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $0 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $294,802,415 | PYOtherExpensesAmt |
| CY Other Expenses | $354,850,631 | CYOtherExpensesAmt |
| PY Total Expenses | $294,953,508 | PYTotalExpensesAmt |
| CY Total Expenses | $355,007,186 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $53,344,085 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $23,942,178 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $1,952,395,539 | TotalAssetsBOYAmt |
| Total Assets EOY | $2,154,660,357 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $62,973,037 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $72,268,459 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $1,889,422,502 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $2,082,391,898 | NetAssetsOrFundBalancesEOYAmt |
| Mission | The Foundation raises funds and manages endowments and planned gifts for the benefit of The Ohio State University. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $322,142,884 | ExpenseAmt |
| Grant | $0 | GrantAmt |
| Revenue | $0 | RevenueAmt |
| Desc | Distributions to The Ohio State University. | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $0 | ExpenseAmt |
| Grant | $0 | GrantAmt |
| Revenue | $0 | RevenueAmt |
| Desc | Not Applicable | Desc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Prog Srvc Expense | $0 | TotalOtherProgSrvcExpenseAmt |
| Total Other Prog Srvc Grant | $0 | TotalOtherProgSrvcGrantAmt |
| Total Other Prog Srvc Revenue | $0 | TotalOtherProgSrvcRevenueAmt |
| Total Program Service Expenses | $322,142,884 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (1) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (1) | ScheduleBRequiredInd |
| Political Campaign Acty | 0 | PoliticalCampaignActyInd |
| Lobbying Activities | 0 | LobbyingActivitiesInd |
| Subject To Proxy Tax | 0 | SubjectToProxyTaxInd |
| Donor Advised Fund | Yes (1) | DonorAdvisedFundInd |
| Conservation Easements | 0 | ConservationEasementsInd |
| Collections Of Art | 0 | CollectionsOfArtInd |
| Credit Counseling | 0 | CreditCounselingInd |
| Donor Rstr Or Quasi Endowments | Yes (1) | DonorRstrOrQuasiEndowmentsInd |
| Report Land Building Equipment | Yes (1) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | Yes (1) | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | 0 | ReportProgramRelatedInvstInd |
| Report Other Assets | 0 | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (1) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | 0 | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | Yes (1) | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | Yes (1) | ConsolidatedAuditFinclStmtInd |
| School Operating | 0 | SchoolOperatingInd |
| Foreign Office | 0 | ForeignOfficeInd |
| Foreign Activities | 0 | ForeignActivitiesInd |
| More Than5000 K To Org | 0 | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividualsInd |
| Professional Fundraising | 0 | ProfessionalFundraisingInd |
| Fundraising Activities | 0 | FundraisingActivitiesInd |
| Gaming Activities | 0 | GamingActivitiesInd |
| Operate Hospital | 0 | OperateHospitalInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Schedule J Required | 0 | ScheduleJRequiredInd |
| Tax Exempt Bonds | 0 | TaxExemptBondsInd |
| Engaged In Excess Benefit Trans | 0 | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | 0 | PYExcessBenefitTransInd |
| Loan Outstanding | 0 | LoanOutstandingInd |
| Grant To Related Person | 0 | GrantToRelatedPersonInd |
| Business Rln With Org Mem | 0 | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | 0 | BusinessRlnWithFamMemInd |
| Business Rln With35 Ctrl Ent | 0 | BusinessRlnWith35CtrlEntInd |
| Deductible Non Cash Contri | Yes (1) | DeductibleNonCashContriInd |
| Deductible Art Contribution | Yes (1) | DeductibleArtContributionInd |
| Terminate Operations | 0 | TerminateOperationsInd |
| Partial Liquidation | 0 | PartialLiquidationInd |
| Disregarded Entity | Yes (1) | DisregardedEntityInd |
| Related Entity | 0 | RelatedEntityInd |
| Related Organization Ctrl Ent | 0 | RelatedOrganizationCtrlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | 0 | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | 0 | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (1) | ScheduleORequiredInd |
| Info In Schedule O Part V | Yes (X) | InfoInScheduleOPartVInd |
| IRP Document | 1 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (1) | BackupWthldComplianceInd |
| Employee | 0 | EmployeeCnt |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Foreign Financial Account | 0 | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | 0 | TaxablePartyNotificationInd |
| Nondeductible Contributions | Yes (1) | NondeductibleContributionsInd |
| Nondeductible Contri Discl | Yes (1) | NondeductibleContriDisclInd |
| Quid Pro Quo Contributions | Yes (1) | QuidProQuoContributionsInd |
| Quid Pro Quo Contri Discl | Yes (1) | QuidProQuoContriDisclInd |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOfInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| DAF Excess Business Holdings | 0 | DAFExcessBusinessHoldingsInd |
| Taxable Distributions | 0 | TaxableDistributionsInd |
| Distribution To Donor | 0 | DistributionToDonorInd |
| Indoor Tanning Services | 0 | IndoorTanningServicesInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
| Subject To Excs Tax Net Invst Inc | 0 | SubjectToExcsTaxNetInvstIncInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 49 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 49 | IndependentVotingMemberCnt |
| Family Or Business Rln | 0 | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | 0 | DelegationOfMgmtDutiesInd |
| Change To Org Documents | 0 | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | 0 | MembersOrStockholdersInd |
| Election Of Board Members | 0 | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | 0 | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (1) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (1) | MinutesOfCommitteesInd |
| Officer Mailing Address | 0 | OfficerMailingAddressInd |
| Local Chapters | 0 | LocalChaptersInd |
| Form990 Provided To Gvrn Body | Yes (1) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (1) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (1) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (1) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (1) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (1) | DocumentRetentionPolicyInd |
| Compensation Process CEO | 0 | CompensationProcessCEOInd |
| Compensation Process Other | Yes (1) | CompensationProcessOtherInd |
| Investment In Joint Venture | 0 | InvestmentInJointVentureInd |
| States Where Copy Of Return Is Fld | CA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | KY | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | MA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | MD | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | MI | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | MN | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | NH | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | NJ | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | NY | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | OR | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | PA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | SC | StatesWhereCopyOfReturnIsFldCd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Jan E Soboslai | PersonNm |
| Phone | 6146882574 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 14 E 15th Ave 4th Fl | AddressLine1Txt |
| City | Columbus | CityNm |
| State Abbreviation | OH | StateAbbreviationCd |
| ZIP | 43201 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| No Listed Persons Compensated | Yes (X) | NoListedPersonsCompensatedInd |
Form990 Part VII Section A Form990PartVIISectionAGrp (50 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Average Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | OfficerOfficerInd |
|---|---|---|---|---|---|---|---|
| Alec Wightman | |||||||
| Board of Directors | 0.25 | 0 | Yes (X) | $0 | $0 | $0 | |
| Anne E Klamar | |||||||
| Board of Directors | 0.25 | 0 | Yes (X) | $0 | $0 | $0 | |
| Ayann Howard | |||||||
| Ex Officio Director | 0.25 | 0 | Yes (X) | $0 | $0 | $0 | |
| Bonita D Griffin | |||||||
| Board of Directors and Officer | 0.5 | 0 | Yes (X) | $0 | $0 | $0 | Yes (X) |
| Carter G Phillips | |||||||
| Board of Directors and Officer | 0.5 | 0 | Yes (X) | $0 | $0 | $0 | Yes (X) |
| Caryn Covelli | |||||||
| Board of Directors | 0.25 | 0 | Yes (X) | $0 | $0 | $0 | |
| Corbett A Price | |||||||
| Board of Directors | 0.25 | 0 | Yes (X) | $0 | $0 | $0 | |
| Cynthia Hilsheimer | |||||||
| Board of Directors | 0.25 | 0 | Yes (X) | $0 | $0 | $0 | |
| Daniel Coombs | |||||||
| Board of Directors | 0.25 | 0 | Yes (X) | $0 | $0 | $0 | |
| Daniel J Wampler | |||||||
| Board of Directors | 0.25 | 0 | Yes (X) | $0 | $0 | $0 | |
| Elizabeth B Germain | |||||||
| Board of Directors | 0.25 | 0 | Yes (X) | $0 | $0 | $0 | |
| Frank D Mauceri | |||||||
| Board of Directors | 0.25 | 0 | Yes (X) | $0 | $0 | $0 | |
| G Gilbert Cloyd | |||||||
| Board of Directors | 0.25 | 0 | Yes (X) | $0 | $0 | $0 | |
| Gay Su Pinnell | |||||||
| Board of Directors | 0.25 | 0 | Yes (X) | $0 | $0 | $0 | |
| Georganne Shockey | |||||||
| Board of Directors | 0.25 | 0 | Yes (X) | $0 | $0 | $0 | |
| Gifford Weary | |||||||
| Board of Directors and Officer | 0.5 | 0 | Yes (X) | $0 | $0 | $0 | Yes (X) |
| Jacinto Beard | |||||||
| Board of Directors | 0.25 | 0 | Yes (X) | $0 | $0 | $0 | |
| Jack Cowart | |||||||
| Board of Directors | 0.25 | 0 | Yes (X) | $0 | $0 | $0 | |
| James F Dietz | |||||||
| Board of Directors and Officer | 0.5 | 0 | Yes (X) | $0 | $0 | $0 | Yes (X) |
| Janet Porter | |||||||
| Board of Directors | 0.25 | 0 | Yes (X) | $0 | $0 | $0 | |
| Jennifer J Ostenson | |||||||
| Board of Directors | 0.25 | 0 | Yes (X) | $0 | $0 | $0 | |
| Joe Borgo | |||||||
| Board of Directors | 0.25 | 0 | Yes (X) | $0 | $0 | $0 | |
| John C Lindberg | |||||||
| Board of Directors | 0.25 | 0 | Yes (X) | $0 | $0 | $0 | |
| Keith B Key | |||||||
| Board of Directors and Officer | 0.5 | 0 | Yes (X) | $0 | $0 | $0 | Yes (X) |
| Keith D Monda | |||||||
| Board of Directors | 0.25 | 0 | Yes (X) | $0 | $0 | $0 | |
| Lee Shackelford | |||||||
| Board of Directors | 0.25 | 0 | Yes (X) | $0 | $0 | $0 | |
| Linda S Kass | |||||||
| Board of Directors | 0.25 | 0 | Yes (X) | $0 | $0 | $0 | |
| Lisa Hinson | |||||||
| Board of Directors | 0.25 | 0 | Yes (X) | $0 | $0 | $0 | |
| Marnette Perry | |||||||
| Board of Directors | 0.25 | 0 | Yes (X) | $0 | $0 | $0 | |
| Maryann Kennedy | |||||||
| Board of Directors | 0.25 | 0 | Yes (X) | $0 | $0 | $0 | |
| Matthew D Magee | |||||||
| Board of Directors | 0.25 | 0 | Yes (X) | $0 | $0 | $0 | |
| Melissa S Shivers | |||||||
| Ex Officio Director | 0.25 | 0 | Yes (X) | $0 | $0 | $0 | |
| Michael C Eicher | |||||||
| Ex Officio Director and Officer | 0.5 | 0 | Yes (X) | $0 | $0 | $0 | Yes (X) |
| Molly Ranz Calhoun | |||||||
| Ex Officio Director | 0.25 | 0 | Yes (X) | $0 | $0 | $0 | |
| Nanette Nardi Triplett | |||||||
| Board of Directors | 0.25 | 0 | Yes (X) | $0 | $0 | $0 | |
| Peter J Mohler | |||||||
| Ex Officio Director | 0.25 | 0 | Yes (X) | $0 | $0 | $0 | |
| Phyllis A Cummins | |||||||
| Board of Directors | 0.25 | 0 | Yes (X) | $0 | $0 | $0 | |
| Ratmir V Timashev | |||||||
| Board of Directors | 0.25 | 0 | Yes (X) | $0 | $0 | $0 | |
| Ravi V Bellamkonda | |||||||
| Ex Officio Director | 0.25 | 0 | Yes (X) | $0 | $0 | $0 | |
| Robert H Schottenstein | |||||||
| Board of Directors | 0.25 | 0 | Yes (X) | $0 | $0 | $0 | |
| Robert W Savage | |||||||
| Board of Directors | 0.25 | 0 | Yes (X) | $0 | $0 | $0 | |
| Sara Ziegler | |||||||
| Board of Directors | 0.25 | 0 | Yes (X) | $0 | $0 | $0 | |
| Stanley D Ross | |||||||
| Board of Directors | 0.25 | 0 | Yes (X) | $0 | $0 | $0 | |
| Stephen D Milligan | |||||||
| Board of Directors | 0.25 | 0 | Yes (X) | $0 | $0 | $0 | |
| Stephen G Mehallis | |||||||
| Board of Directors | 0.25 | 0 | Yes (X) | $0 | $0 | $0 | |
| Susan Gerlach Douglass | |||||||
| Board of Directors | 0.25 | 0 | Yes (X) | $0 | $0 | $0 | |
| Tanny Crane | |||||||
| Board of Directors | 0.25 | 0 | Yes (X) | $0 | $0 | $0 | |
| Timothy P Smucker | |||||||
| Board of Directors | 0.25 | 0 | Yes (X) | $0 | $0 | $0 | |
| Walter Ted Carter Jr | |||||||
| Ex Officio Director | 0.25 | 0 | Yes (X) | $0 | $0 | $0 | |
| Jake Wozniak | |||||||
| Officer | 0.25 | 0 | $0 | $0 | $0 | Yes (X) | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $0 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $0 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 0 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | 0 | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | 0 | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
| Cntrct Rcvd Greater Than100 K | 0 | CntrctRcvdGreaterThan100KCnt |
| Federated Campaigns | $0 | FederatedCampaignsAmt |
| Membership Dues | $0 | MembershipDuesAmt |
| Fundraising | $0 | FundraisingAmt |
| Related Organizations | $0 | RelatedOrganizationsAmt |
| Government Grants | $0 | GovernmentGrantsAmt |
| All Other Contributions | $330,827,274 | AllOtherContributionsAmt |
| Noncash Contributions | $27,460,423 | NoncashContributionsAmt |
| Total Contributions | $330,827,274 | TotalContributionsAmt |
| Total Program Service Revenue | $0 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $42,024,220 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $42,024,220 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $0 | ExclusionAmt |
Incm From Invest Bond Proceeds IncmFromInvestBondProceedsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $0 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $0 | ExclusionAmt |
Royalties Revenue RoyaltiesRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $0 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $0 | ExclusionAmt |
Rental Income Or Loss RentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $0 | RealAmt |
| Personal | $0 | PersonalAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $0 | SecuritiesAmt |
| Other | $0 | OtherAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rpt Fundraising Event | $0 | ContriRptFundraisingEventAmt |
Other Revenue Misc OtherRevenueMiscGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Income from irrevocable split-interest agreements | Desc |
| Business | 525900 | BusinessCd |
| Total Revenue Column | $6,029,321 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $6,029,321 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $0 | ExclusionAmt |
Miscellaneous Revenue MiscellaneousRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $68,549 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $68,549 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $0 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $6,097,870 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $378,949,364 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $48,122,090 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $0 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part IX | Yes (X) | InfoInScheduleOPartIXInd |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $114,948 | TotalAmt |
| Program Services | $0 | ProgramServicesAmt |
| Management And General | $114,948 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $41,607 | TotalAmt |
| Program Services | $0 | ProgramServicesAmt |
| Management And General | $41,607 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $10,292 | TotalAmt |
| Program Services | $0 | ProgramServicesAmt |
| Management And General | $10,292 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $86,000 | TotalAmt |
| Program Services | $0 | ProgramServicesAmt |
| Management And General | $86,000 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $32,359,604 | TotalAmt |
| Management And General | $32,359,604 | ManagementAndGeneralAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $705 | TotalAmt |
| Program Services | $0 | ProgramServicesAmt |
| Management And General | $705 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Other Expenses OtherExpensesGrp (2 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt | FundraisingFundraisingAmt |
|---|---|---|---|---|
| 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $355,007,186 | TotalAmt |
| Program Services | $322,142,884 | ProgramServicesAmt |
| Management And General | $32,864,302 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $257,804 | BOYAmt |
| EOY | $69,838 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $282,561,925 | BOYAmt |
| EOY | $266,295,705 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,215 | BOYAmt |
| EOY | $4,520 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $3,550,000 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $0 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,550,000 | BOYAmt |
| EOY | $3,550,000 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $795,866,766 | BOYAmt |
| EOY | $913,130,285 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $870,152,430 | BOYAmt |
| EOY | $971,608,874 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,399 | BOYAmt |
| EOY | $1,135 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,952,395,539 | BOYAmt |
| EOY | $2,154,660,357 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $201,386 | BOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $18,763,327 | BOYAmt |
| EOY | $23,989,032 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $44,008,324 | BOYAmt |
| EOY | $48,279,427 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $62,973,037 | BOYAmt |
| EOY | $72,268,459 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
Cap Stk Tr Prin Current Funds CapStkTrPrinCurrentFundsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Pd In Cap Srpls Land Bldg Eqp Fund PdInCapSrplsLandBldgEqpFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Rtn Earn Endowment Incm Oth Fnds RtnEarnEndowmentIncmOthFndsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,889,422,502 | BOYAmt |
| EOY | $2,082,391,898 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,889,422,502 | BOYAmt |
| EOY | $2,082,391,898 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,952,395,539 | BOYAmt |
| EOY | $2,154,660,357 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | $23,942,178 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $169,027,218 | NetUnrlzdGainsLossesInvstAmt |
| Donated Services And Use Fclts | $0 | DonatedServicesAndUseFcltsAmt |
| Investment Expense | $0 | InvestmentExpenseAmt |
| Prior Period Adjustments | $0 | PriorPeriodAdjustmentsAmt |
| Other Changes In Net Assets | $0 | OtherChangesInNetAssetsAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | Yes (1) | AccountantCompileOrReviewInd |
Acct Compile Or Review Basis AcctCompileOrReviewBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Consol And Sep Basis Fincl Stmt | Yes (X) | ConsolAndSepBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| FS Audited | Yes (1) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Consol And Sep Basis Fincl Stmt | Yes (X) | ConsolAndSepBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (1) | AuditCommitteeInd |
| Federal Grant Audit Required | 0 | FederalGrantAuditRequiredInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Organization170 | Yes (X) | PublicOrganization170Ind |
Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $279,356,973 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $317,873,861 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $317,262,254 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $303,890,142 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $330,827,274 | CurrentTaxYearAmt |
| Total | $1,549,210,504 | TotalAmt |
Tax Rev Levied Orgnztnl Bnft170 TaxRevLeviedOrgnztnlBnft170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $0 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $0 | CurrentTaxYearMinus3YearsAmt |
| Total | $0 | TotalAmt |
Govt Furn Srvc Fclts Vl170 GovtFurnSrvcFcltsVl170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $0 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $0 | CurrentTaxYearMinus3YearsAmt |
| Total | $0 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $279,356,973 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $317,873,861 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $317,262,254 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $303,890,142 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $330,827,274 | CurrentTaxYearAmt |
| Total | $1,549,210,504 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantial Contributors Tot | $28,993,894 | SubstantialContributorsTotAmt |
| Public Support Total170 | $1,520,216,610 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $25,913,835 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $30,981,977 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $35,319,626 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $38,619,138 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $42,024,220 | CurrentTaxYearAmt |
| Total | $172,858,796 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $1,722,069,300 | TotalSupportAmt |
| Public Support CY170 | 0.88278 | PublicSupportCY170Pct |
| Public Support PY170 | 0.90566 | PublicSupportPY170Pct |
| Thirty Thr Pct Suprt Tests CY170 | Yes (X) | ThirtyThrPctSuprtTestsCY170Ind |
Schedule B IRS990ScheduleB
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | RESTRICTED | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor US Address ContributorUSAddress
| 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) |
|---|---|---|
| Total Contributions | RESTRICTED | TotalContributionsAmt |
Schedule D IRS990ScheduleD
| Field | Value | IRS element (for citing) |
|---|---|---|
| Donor Advised Funds Held | 0 | DonorAdvisedFundsHeldCnt |
| Funds And Other Accounts Held | 2 | FundsAndOtherAccountsHeldCnt |
| Donor Advised Funds Contri | $0 | DonorAdvisedFundsContriAmt |
| Funds And Other Accounts Contri | $5,865 | FundsAndOtherAccountsContriAmt |
| Donor Advised Funds Grants | $0 | DonorAdvisedFundsGrantsAmt |
| Funds And Other Accounts Grants | $27,221 | FundsAndOtherAccountsGrantsAmt |
| Donor Advised Funds Vl EOY | $0 | DonorAdvisedFundsVlEOYAmt |
| Funds And Other Accounts Vl EOY | $1,195,799 | FundsAndOtherAccountsVlEOYAmt |
| Disclosed Org Leg Ctrl | Yes (1) | DisclosedOrgLegCtrlInd |
| Disclosed For Charitable Prps | Yes (1) | DisclosedForCharitablePrpsInd |
CY Endwmt Fund CYEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $1,620,308,855 | BeginningYearBalanceAmt |
| Contributions | $102,164,251 | ContributionsAmt |
| Investment Earnings Or Losses | $211,048,957 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $0 | GrantsOrScholarshipsAmt |
| Other Expenditures | $66,179,492 | OtherExpendituresAmt |
| Administrative Expenses | $32,359,604 | AdministrativeExpensesAmt |
| End Year Balance | $1,834,982,967 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $1,442,201,097 | BeginningYearBalanceAmt |
| Contributions | $87,955,679 | ContributionsAmt |
| Investment Earnings Or Losses | $172,540,070 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $0 | GrantsOrScholarshipsAmt |
| Other Expenditures | $60,601,692 | OtherExpendituresAmt |
| Administrative Expenses | $21,786,299 | AdministrativeExpensesAmt |
| End Year Balance | $1,620,308,855 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $1,344,732,358 | BeginningYearBalanceAmt |
| Contributions | $65,605,009 | ContributionsAmt |
| Investment Earnings Or Losses | $107,036,986 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $0 | GrantsOrScholarshipsAmt |
| Other Expenditures | $55,639,376 | OtherExpendituresAmt |
| Administrative Expenses | $19,533,880 | AdministrativeExpensesAmt |
| End Year Balance | $1,442,201,097 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $1,345,059,383 | BeginningYearBalanceAmt |
| Contributions | $86,910,333 | ContributionsAmt |
| Investment Earnings Or Losses | -$18,698,242 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $0 | GrantsOrScholarshipsAmt |
| Other Expenditures | $49,896,284 | OtherExpendituresAmt |
| Administrative Expenses | $18,642,832 | AdministrativeExpensesAmt |
| End Year Balance | $1,344,732,358 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $996,177,321 | BeginningYearBalanceAmt |
| Contributions | $64,712,409 | ContributionsAmt |
| Investment Earnings Or Losses | $346,480,104 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $0 | GrantsOrScholarshipsAmt |
| Other Expenditures | $46,581,032 | OtherExpendituresAmt |
| Administrative Expenses | $15,729,419 | AdministrativeExpensesAmt |
| End Year Balance | $1,345,059,383 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated Balance EOY | 0 | BoardDesignatedBalanceEOYPct |
| Prmnnt Endowment Balance EOY | 0.9851 | PrmnntEndowmentBalanceEOYPct |
| Term Endowment Balance EOY | 0.0149 | TermEndowmentBalanceEOYPct |
| Endowments Held Unrelated Org | Yes (1) | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | 0 | EndowmentsHeldRelatedOrgInd |
Land LandGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Cost Or Other Basis | $0 | InvestmentCostOrOtherBasisAmt |
| Other Cost Or Other Basis | $0 | OtherCostOrOtherBasisAmt |
| Book Value | $0 | BookValueAmt |
Buildings BuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Cost Or Other Basis | $3,550,000 | InvestmentCostOrOtherBasisAmt |
| Other Cost Or Other Basis | $0 | OtherCostOrOtherBasisAmt |
| Depreciation | $0 | DepreciationAmt |
| Book Value | $3,550,000 | BookValueAmt |
Leasehold Improvements LeaseholdImprovementsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Cost Or Other Basis | $0 | InvestmentCostOrOtherBasisAmt |
| Other Cost Or Other Basis | $0 | OtherCostOrOtherBasisAmt |
| Depreciation | $0 | DepreciationAmt |
| Book Value | $0 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Cost Or Other Basis | $0 | InvestmentCostOrOtherBasisAmt |
| Other Cost Or Other Basis | $0 | OtherCostOrOtherBasisAmt |
| Depreciation | $0 | DepreciationAmt |
| Book Value | $0 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Cost Or Other Basis | $0 | InvestmentCostOrOtherBasisAmt |
| Other Cost Or Other Basis | $0 | OtherCostOrOtherBasisAmt |
| Depreciation | $0 | DepreciationAmt |
| Book Value | $0 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $3,550,000 | TotalBookValueLandBuildingsAmt |
Financial Derivatives FinancialDerivativesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Book Value | $0 | BookValueAmt |
Closely Held Equity Interests CloselyHeldEquityInterestsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Book Value | $0 | BookValueAmt |
Other Securities OtherSecuritiesGrp (2 entries)
| DescDesc | Book ValueBookValueAmt | Method ValuationMethodValuationCd |
|---|---|---|
| Other Investment Partnerships | $970,240,149 | F |
| Life Insurance Policies' | $1,368,725 | F |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Securities | $971,608,874 | TotalBookValueSecuritiesAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp (3 entries)
| DescDesc | AmtAmt |
|---|---|
| Obligation and Reserve for Gift Annuity | $26,092,255 |
| Charitable Remainder Trust Liability | $12,447,295 |
| Deferred Inflows | $9,739,877 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $48,279,427 | TotalLiabilityAmt |
| Total Rev Etc Audited Fincl Stmt | $529,940,661 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | $169,027,218 | NetUnrealizedGainsInvstAmt |
| Donated Services And Use Fclts | $0 | DonatedServicesAndUseFcltsAmt |
| Recoveries Prior Year Grants | $0 | RecoveriesPriorYearGrantsAmt |
| Other Revenue | $0 | OtherRevenueAmt |
| Revenue Not Reported | $169,027,218 | RevenueNotReportedAmt |
| Revenue Subtotal | $360,913,443 | RevenueSubtotalAmt |
| Investment Expenses Not Incld | $18,035,921 | InvestmentExpensesNotIncldAmt |
| Other Revenues Not Included | $0 | OtherRevenuesNotIncludedAmt |
| Revenue Not Reported Fincl Stmt | $18,035,921 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $378,949,364 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $336,971,265 | TotExpnsEtcAuditedFinclStmtAmt |
| Donated Services Use Fclts | $0 | DonatedServicesUseFcltsAmt |
| Prior Year Adjustments | $0 | PriorYearAdjustmentsAmt |
| Losses Reported | $0 | LossesReportedAmt |
| Other Expenses Included | $0 | OtherExpensesIncludedAmt |
| Expenses Not Reported | $0 | ExpensesNotReportedAmt |
| Expenses Subtotal | $336,971,265 | ExpensesSubtotalAmt |
| Investment Expenses Not Incld2 | $18,035,921 | InvestmentExpensesNotIncld2Amt |
| Other Expenses Not Included | $0 | OtherExpensesNotIncludedAmt |
| Expenses Not Rpt Fincl Stmt | $18,035,921 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $355,007,186 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (3 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| 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 4 | Endowment funds provide permanent support for University priorities, including scholarships, research, and faculty positions such as chairs and professorships. |
| Schedule D, Part VI, Line 1b | The Foundation is holding a donated office building for resale. |
Schedule M IRS990ScheduleM
Works Of Art WorksOfArtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 5 | ContributionCnt |
| Noncash Contributions Rpt F990 | $0 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | N/A | MethodOfDeterminingRevenuesTxt |
Clothing And Household Goods ClothingAndHouseholdGoodsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Noncash Contributions Rpt F990 | $0 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | N/A | MethodOfDeterminingRevenuesTxt |
Securities Publicly Traded SecuritiesPubliclyTradedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 553 | ContributionCnt |
| Noncash Contributions Rpt F990 | $27,460,423 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | Average high/low | MethodOfDeterminingRevenuesTxt |
Food Inventory FoodInventoryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 15 | ContributionCnt |
| Noncash Contributions Rpt F990 | $0 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | N/A | MethodOfDeterminingRevenuesTxt |
Other Non Cash Contri Table OtherNonCashContriTableGrp (2 entries)
| Non Cash CheckboxNonCashCheckboxInd | DescDesc | ContributionContributionCnt | Noncash Contributions Rpt F990NoncashContributionsRptF990Amt | Method Of Determining RevenuesMethodOfDeterminingRevenuesTxt |
|---|---|---|---|---|
| Yes (X) | Other:Event and Other | 21 | $0 | N/A |
| Yes (X) | Gift cards/certificates/tickets | 24 | $0 | N/A |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Any Property That Must Be Held | 0 | AnyPropertyThatMustBeHeldInd |
| Review Process Unusual NC Gifts | Yes (1) | ReviewProcessUnusualNCGiftsInd |
| Third Parties Used | Yes (1) | ThirdPartiesUsedInd |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Schedule M, Part I, Line 32b | The 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 33 | In 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 ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Form 990, Part IV, Line 29 | Non-cash contributions are donated to The Ohio State University for use in its exempt purposes. |
| Form 990, Part IV, Line 30 | Non-cash contributions are donated to The Ohio State University for use in its exempt purposes. |
| Form 990, Part IV, Line 34 | Although 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 3b | The Foundation files Form 990T annually, regardless of whether there is unrelated business income to report. |
| Form 990, Part VI, Section B, Line 11b | The 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 12c | Board 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 15 | The organization's top management official is an employee of The Ohio State University. Compensation follows University policies. |
| Form 990, Part VI, Section C, Line 19 | Governing documents, the conflict-of-interest policy, and financial statements are available upon request. |
| Form 990, Part IX, Line 7 | Payroll costs represent services provided by a University employee who is not directly employed by the Foundation. |
| Form 990, Part IX, Line 9 | Benefit 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Clifton Holdings LLC | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 150 E Broad Street | AddressLine1Txt |
| City | Columbus | CityNm |
| State Abbreviation | OH | StateAbbreviationCd |
| ZIP | 43215 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 311145986 | EIN |
| Primary Activities | Previous owner of real property located in Bexley, Ohio | PrimaryActivitiesTxt |
| Legal Domicile State | OH | LegalDomicileStateCd |
| Total Income | $0 | TotalIncomeAmt |
| End Of Year Assets | $0 | EndOfYearAssetsAmt |
| Direct Controlling NA | N/A | DirectControllingNACd |
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