2024-04-09T10:03:53-07:00 2023-06-30 990 2022-07-01 311145986 OHIO STATE UNIVERSITY FOUNDATION OHIO 6142921600 14 E 15th Ave 4th Fl Columbus OH 43201 Jake Wozniak Assistant Treasurer 6142928520 2024-04-10 Jake Wozniak 999009999 1 1 11 1 AAL2 X 2022 2023-04-26 12:10:37Z Michael C Eicher 15 E 15th Ave Columbus OH 43201 353823681 0 X www.osu.edu/giving X 1985 OH 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. 47 47 0 40 0 0 317873861 317262254 0 0 30981977 35319626 1576227 1241801 350432065 353823681 0 0 0 0 105740 122337 0 0 0 296068544 299928328 296174284 300050665 54257781 53773016 1631201845 1756992042 54518972 54828687 1576682873 1702163355 The Foundation raises funds and manages endowments and planned gifts for the benefit of The Ohio State University. 0 0 280197718 0 0 Distributions to The Ohio State University. 0 0 Not Applicable 0 0 0 280197718 1 1 0 0 0 1 0 0 0 1 1 1 0 0 1 0 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 1 0 0 1 0 0 0 0 1 X 2 0 0 0 0 0 0 1 1 1 1 0 0 0 1 0 0 0 X 47 47 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 0 1 0 CA KY MA MD MI MN NH NJ NY OR PA SC UT X Jan E Soboslai 6146882574 14 E 15th Ave 4th Fl Columbus OH 43201 X Michael H Carpenter Board of Directors 0.25 0 X 0 0 0 G Gilbert Cloyd Board of Directors and Officer 0.5 0 X X 0 0 0 Caryn Covelli Board of Directors 0.25 0 X 0 0 0 Jack Cowart Board of Directors 0.25 0 X 0 0 0 Tanny Crane Board of Directors 0.25 0 X 0 0 0 Phyllis A Cummins Board of Directors 0.25 0 X 0 0 0 James F Dietz Board of Directors and Officer 0.5 0 X X 0 0 0 Susan R Edwards Board of Directors 0.25 0 X 0 0 0 Elizabeth B Germain Board of Directors 0.25 0 X 0 0 0 Bonita D Griffin Board of Directors and Officer 0.5 0 X X 0 0 0 Cynthia Hilsheimer Board of Directors 0.25 0 X 0 0 0 Lisa Hinson Board of Directors 0.25 0 X 0 0 0 Linda S Kass Board of Directors 0.25 0 X 0 0 0 Maryann Kennedy Board of Directors 0.25 0 X 0 0 0 Keith B Key Board of Directors 0.25 0 X 0 0 0 Anne E Klamar Board of Directors 0.25 0 X 0 0 0 John C Lindberg Board of Directors 0.25 0 X 0 0 0 Matthew D Magee Board of Directors 0.25 0 X 0 0 0 Frank D Mauceri Board of Directors 0.25 0 X 0 0 0 Stephen G Mehallis Board of Directors 0.25 0 X 0 0 0 Stephen D Milligan Board of Directors 0.25 0 X 0 0 0 Keith D Monda Board of Directors 0.25 0 X 0 0 0 Nanette Nardi Triplett Board of Directors 0.25 0 X 0 0 0 Jennifer J Ostenson Board of Directors 0.25 0 X 0 0 0 Edwin L Overmyer Board of Directors 0.25 0 X 0 0 0 Marnette Perry Board of Directors 0.25 0 X 0 0 0 W Ray Persons Board of Directors 0.25 0 X 0 0 0 Carter G Phillips Board of Directors and Officer 0.5 0 X X 0 0 0 Corbett A Price Board of Directors 0.25 0 X 0 0 0 Stanley D Ross Board of Directors 0.25 0 X 0 0 0 Robert W Savage Board of Directors 0.25 0 X 0 0 0 Robert H Schottenstein Board of Directors 0.25 0 X 0 0 0 Lee Shackelford Board of Directors 0.25 0 X 0 0 0 Georganne Shockey Board of Directors 0.25 0 X 0 0 0 Timothy P Smucker Board of Directors 0.25 0 X 0 0 0 Ratmir V Timashev Board of Directors 0.25 0 X 0 0 0 Kara Trott Board of Directors 0.25 0 X 0 0 0 Daniel J Wampler Board of Directors 0.25 0 X 0 0 0 Gifford Weary Board of Directors and Officer 0.5 0 X X 0 0 0 Alec Wightman Board of Directors 0.25 0 X 0 0 0 Molly Ranz Calhoun Ex Officio Director 0.25 0 X 0 0 0 Kristine G Devine Ex Officio Director 0.25 0 X 0 0 0 Michael C Eicher Ex Officio Director and Officer 0.5 0 X X 0 0 0 Melissa L Gilliam Ex Officio Director 0.25 0 X 0 0 0 Melissa S Shivers Ex Officio Director 0.25 0 X 0 0 0 Brittany Cvetanovich Officer 0.25 0 X 0 0 0 Jake Wozniak Officer 0.25 0 X 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 317262254 22152765 317262254 0 35319626 35319626 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 Income from irrevocable split-interest agreements 525990 1105552 1105552 0 0 136249 136249 0 0 1241801 353823681 36561427 0 0 90460 90460 31877 31877 100262 100262 94905 94905 19533880 19533880 1563 1563 Distributions to the Ohio State University 280197718 280197718 0 0 300050665 280197718 19852947 0 224281 343904 239278693 264769955 3550000 0 3550000 661726262 728969534 729970439 759357801 2170 848 1631201845 1756992042 9454330 10591769 45064642 44236918 54518972 54828687 X 0 0 0 0 1576682873 1702163355 1576682873 1702163355 1631201845 1756992042 53773016 71707466 0 0 0 0 X 1 1 X 1 0 X 333415059 344105956 279356973 317873861 317262254 1592014103 0 0 0 0 0 0 0 0 0 0 333415059 344105956 279356973 317873861 317262254 1592014103 1592014103 20373506 22274999 25913835 30981977 35319626 134863943 1726878046 0.92190 0.92786 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 2 0 3268 0 39431 0 1034501 1 1 1344732358 65605009 107036986 0 55639376 19533880 1442201097 1345059383 86910333 -18698242 0 49896284 18642832 1344732358 996177321 64712409 346480104 0 46581032 15729419 1345059383 969428976 63970156 20097493 0 43113477 14205827 996177321 958749667 43443167 21238462 0 40096137 13906183 969428976 0 0.9851 0.0149 1 0 0 0 0 0 3550000 0 3550000 0 0 0 0 0 0 0 0 0 0 0 0 3550000 Other Investment Partnerships 757562991 F Life Insurance Policies 1794810 F 759357801 Obligation and Reserve for Gift Annuity 23539390 Charitable Remainder Trust Liability 12199271 Deferred Inflows 8480580 Advance from university 17677 44236918 411155613 71707466 0 0 0 71707466 339448147 14375534 0 14375534 353823681 285675131 0 0 0 0 0 285675131 14375534 0 14375534 300050665 Schedule D, Part V, Line 3a(i) The endowment funds are held and administered for the organization by the Ohio State University; based on the definition of "related" in the instructions to the Form 990, the organization and The Ohio State University are not related. Schedule D, Part V, Line 4 Endowment funds permanently enhance The Ohio State University and its programs including but not limited to Scholarships, Research, Chairs & Professorships. Schedule D, Part VI, Line 1b The Foundation was gifted an office building which is being held for sale. X 19 0 n/a X 0 n/a X 0 n/a X 1 0 n/a X 404 18602765 average high/low X 1 3550000 appraisal X 39 0 n/a X 27 0 n/a X 1 0 n/a X Equipment and Supplies 62 0 n/a X Flowers & Plants 10 0 n/a X Gift Cards/Certificates 20 0 n/a X Livestock & Agricultural Items 12 0 n/a X Passes/Tickets 12 0 n/a X Miscellaneous 13 0 n/a 8 0 1 1 Schedule M, Part I, Line 32b The Foundation engages third parties to sell non-cash contributions. Brokerage Firms are used to sell securities.Real estate agents are used to sell gifts of property. Schedule M, Part I, Line 33 Per current accounting practices, the Foundation does not report revenue for these in-kind gifts. Form 990, Part IV, Line 29 Non-cash contributions are donated to The Ohio State University for its use in exempt purposes. Form 990, Part IV, Line 30 Non-cash contributions are donated to The Ohio State University for its use in exempt purposes. 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 the IRS 509(a)(1). Also, the university does not appoint a majority of the organization's directors. All the information in Schedule R or in other parts of the Form 990 for related organization is available from The Ohio State University Foundation upon request. Form 990, Part V, Line 3b The organization files an annual Form 990T whether or not there is unrelated business income to report. Form 990, Part VI, Section B, Line 11b Before the Form 990 is filed, it is reviewed by the Audit Committee of the OSU Foundation Board. The Form 990 is then made available to all board members for comments. Form 990, Part VI, Section B, Line 12c Board members are required to disclose conflicts of interest on an annual conflict of interest questionnaire. Foundation staff review the questionnaires and if potential conflicts of interest exist, all material facts are presented either to the full board or a committee. The information is reviewed, and a determination is made to whether a conflict of interest exists. Form 990, Part VI, Section B, Line 15 The organization's top management official is an employee of The Ohio State University. His/her salary is determined according to the university's policies and procedures. 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 150 E Broad Street Columbus OH 43215 311145986 Previous owner of real property located in Bexley, Ohio OH 0 0 N/A