2025-09-25T06:45:39-05:00 2024-12-31 351476702 BRADY WARE & SCHOENFELD INC 3 EASTON OVAL SUITE 300 COLUMBUS OH 43219 990 2024-01-01 316054093 OHIO STATE BAR FOUNDATION OHIO 6144874444 1700 LAKE SHORE DRIVE 230 COLUMBUS OH 43204 LAURIE BETH SWEENEY EXECUTIVE DIRECTOR 6144874444 2025-09-24 1 1 LORANI OROBITG CPA P00664457 6148857407 2025-09-24 2024 2025-03-06 01:10:19Z LAURIE BETH SWEENEY 1700 LAKE SHORE DRIVE 230 COLUMBUS OH 43204 11174999 0 X WWW.OSBF.ORG X 1951 OH THE MISSION IS TO EDUCATE THE PUBLIC ABOUT THE RULE OF LAW AND IMPROVE THE JUSTICE SYSTEM. 20 20 9 85 0 0 186357 195584 30670 38705 1771211 3688168 0 0 1988238 3922457 1086135 984763 0 0 816807 733674 0 0 107620 611045 768385 2513987 2486822 -525749 1435635 53393708 61522112 109099 36896 53284609 61485216 X THE OHIO STATE BAR FOUNDATION IS A NONPROFIT CORPORATION UNDER OHIO LAW, ORGANIZED FOR EDUCATIONAL, LITERARY, SCIENTIFIC AND CHARITABLE PURPOSES. IT IS A MEMBERSHIP ORGANIZATION OF ATTORNEYS AND JUDGES, AND IS CONSIDERED "THE PROFESSIONAL HONORARY OF OHIO LAWYERS." THE OHIOSTATE BAR FOUNDATION FULFILLS ITS MISSION OF PROMOTING PUBLIC UNDERSTANDING OF THE RULE OF LAW AND IMPROVEMENT OF THE JUSTICE SYSTEM THROUGHOUT OHIO BY AWARDING GRANTS TO NONPROFIT ORGANIZATIONS THAT ADVANCE THAT MISSION. 0 0 1223538 984763 38705 THE OHIO STATE BAR FOUNDATION FULFILLS ITS MISSION OF PROMOTING PUBLIC UNDERSTANDING OF THE RULE OF LAW AND IMPROVEMENTS IN THE JUSTICE SYSTEM THROUGHOUT OHIO BY AWARDING GRANTS TO NONPROFIT ORGANIZATIONS THAT ADVANCE THAT MISSION. 236308 THE FOUNDATION DEVELOPS AND PRESENTS FELLOWS PROGRAMMING DESIGNED TO PROMOTE PUBLIC UNDERSTANDING OF THE LAW AND IMPROVE THE JUSTICE SYSTEM THROUGHOUT OHIO. THE FOUNDATION ALSO CREATES SERVICE OPPORTUNITIES WITH OUR VOLUNTEERS CONNECTING THEM TO OUR GRANTEES AND THE GENERAL PUBLIC. THROUGH ITS AWARDS PROGRAM THE FOUNDATION RECOGNIZES INDIVIDUALS AND PROGRAMS OR ORGANIZATIONS WHOSE WORK PROMOTES PUBLIC UNDERSTANDING OF THE LAW OR IMPROVEMENTS IN THE JUSTICE SYSTEM. 1459846 1 1 0 0 0 0 0 0 0 1 1 0 0 0 0 1 1 0 0 0 0 0 0 0 0 0 0 1 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 13 0 1 9 1 0 0 0 0 0 1 1 0 0 0 0 0 0 X 20 20 0 0 0 0 1 1 1 1 1 0 0 1 1 1 1 1 1 1 0 0 OH X X X THE ORGANIZATION 6144874444 1700 LAKE SHORE DRIVE SUITE 230 COLUMBUS OH 43204 HON DAVID A HEJMANOWSKI IMMEDIATE PAST PRESIDENT 5.00 X X 0 0 0 BELINDA BARNES PRESIDENT 10.00 X X 0 0 0 THOMAS GUILLOZET TREASURER 5.00 X X 0 0 0 BARBARA FRIEDMAN YAKSIC TRUSTEE 1.00 X 0 0 0 REGINALD S JACKSON TRUSTEE 1.00 X 0 0 0 JOSEPH E WENGER IV TRUSTEE 1.00 X 0 0 0 JONATHAN HOLLINGSWORTH TRUSTEE 1.00 X 0 0 0 MICHAEL FLOWERS TRUSTEE 1.00 X 0 0 0 HILARY DAMASER TRUSTEE 1.00 X 0 0 0 TABITHA D JUSTICE TRUSTEE 1.00 X 0 0 0 DREW ODUM TRUSTEE 1.00 X 0 0 0 R BENJAMIN FRANZ TRUSTEE 1.00 X 0 0 0 MARLEY C NELSON TRUSTEE 1.00 X 0 0 0 SARAH K SKOW PRESIDENT-ELECT 5.00 X X 0 0 0 RON KAHN TRUSTEE 1.00 X 0 0 0 DANIEL R GRIFFITH TRUSTEE SERVING EX-OFFICIO 1.00 X 0 0 0 WILLIAM G CHRIS TRUSTEE SERVING EX-OFFICIO 1.00 X 0 0 0 MARY AUGSBURGER TRUSTEE SERVING EX-OFFICIO 1.00 X 0 0 0 HON DENISE A MCCOLLEY TRUSTEE 1.00 X 0 0 0 MERLE WILBERDING TRUSTEE 1.00 X 0 0 0 HON CARLA J BALDWIN TRUSTEE 1.00 X 0 0 0 CAROL MARX INTERIM EXECUTIVE DIRECTOR 20.00 X X 50000 0 0 LORI L KEATING FORMER EXECUTIVE DIRECTOR 40.00 X 174808 0 26025 224808 0 26025 1 1 1 0 BAHL & GAYNOR 255 E 5TH ST STE 2700 CINCINNATI OH 45202 INVESTMENT MANAGEMENT 166566 1 56207 139377 195584 ANNUAL DINNER 611710 38705 38705 38705 1598302 1598302 9342408 7252542 2089866 2089866 2089866 3922457 38705 0 3688168 984763 984763 250833 86080 135511 29242 364620 177712 126538 60370 4423 1896 1883 644 67211 28807 28618 9786 46587 19968 19836 6783 29098 29098 81502 81502 176566 176566 153541 2339 150407 795 12170 12170 35031 1417 33614 62561 34610 27951 8640 8640 15927 2708 13219 22403 22403 5833 5833 ANNUAL DINNER EXPENSES 45884 12668 33216 BAD DEBT/FELLOWS 38647 38647 WKW EVENT EXPENSES 35000 35000 TRUSTEE EXPENSES 14701 63 14638 30881 10765 20116 2486822 1459846 919356 107620 203726 160930 383011 404119 170485 138622 15331 0 29363 47218 40412 12639 6806 52440945 60634619 167571 147653 53393708 61522112 59099 36896 50000 0 109099 36896 X 52865820 61126786 418789 358430 53284609 61485216 53393708 61522112 X 1435635 6727075 37897 X X 0 1 X 1 0 X 256915 176690 179720 186357 195584 995266 256915 176690 179720 186357 195584 995266 995266 1178479 1238839 1437320 1582775 1598302 7035715 8030981 107024 0.12390 0.13360 X ALTHOUGH THE FOUNDATION DID NOT SATISFY THE 33-1/3 PERCENT-OF-SUPPORT TEST DESCRIBED IN REG. SEC. 1.170A-9(F)(2), FOR THE REASONS DISCUSSED BELOW, THE FOUNDATION QUALIFIES AS A PUBLICLY SUPPORTED ORGANIZATION UNDER THE FACTS AND CIRCUMSTANCES TEST DESCRIBED IN REG. SEC. 1.170A-9(F)(3).PERCENTAGE OF PUBLIC SUPPORT: TO BEGIN, THE FOUNDATION'S PUBLIC SUPPORT EXCEEDS THE "10 PERCENT OF TOTAL SUPPORT" TEST EXPLAINED IN REG. SEC. 1.170A-9(F)(3)(I). SPECIFICALLY, THE FOUNDATION RECEIVED 12.39% OF ITS TOTAL SUPPORT FROM DIRECT OR INDIRECT CONTRIBUTIONS FROM THE GENERAL PUBLIC.ATTRACTION OF PUBLIC SUPPORT; SOURCES OF PUBLIC SUPPORT: THE FOUNDATION ALSO MEETS THE "ATTRACTION OF PUBLIC SUPPORT" TEST EXPLAINED IN REG. SEC. 1.170A-9(F)(3)(II) BY MAINTAINING A CONTINUOUS AND BONA FIDE PROGRAM FOR THE ATTRACTION OF FUNDS FROM THE GENERAL PUBLIC AND CARRIES ON ACTIVITIES DESIGNED TO ATTRACT SUPPORT FROM ORGANIZATIONS DESCRIBED IN IRC SECTIONS 170(B)(1)(A)(I) THROUGH (VI), THE SCOPE OF WHICH IS REASONABLE IN LIGHT OF THE FOUNDATION'S ACTIVITIES. MOREOVER, THE FOUNDATION'S SUPPORT IS REPRESENTATIVE OF A NUMBER OF PERSONS AND DOES NOT COME FROM THE MEMBERS OF A SINGLE FAMILY IN SATISFACTION OF REG. SEC. 1.170A-9(F)(3)(III)(B).GOVERNING BODY: THE FOUNDATION'S GOVERNING BODY IS REPRESENTATIVE OF BROAD PUBLIC INTERESTS, RATHER THAN THE PERSONAL OR PRIVATE INTERESTS OF A LIMITED NUMBER OF DONORS, AS CONTEMPLATED BY REG. SEC. 1.170A-9(F)(3)(III)(C). THE MEMBERS OF THE BOARD OF TRUSTEES CONSIST OF INDIVIDUALS COMMITTED TO THE PURPOSES OF THE FOUNDATION AND EACH BRINGS SPECIAL KNOWLEDGE OR EXPERTISE TO THE ACTIVITIES CONDUCTED BY THE FOUNDATION.PUBLIC FACILITIES OR SERVICES: TO DATE, THE FOUNDATION'S ACTIVITIES INCLUDE MAKING PROGRAMMATIC GRANTS TO PROMOTE PUBLIC UNDERSTANDING OF THE LAW AND IMPROVEMENTS IN THE JUSTICE SYSTEM THROUGHOUT OHIO. SUCH ACTIVITIES ARE A PUBLIC SERVICE WITHIN THE MEANING OF REG. SEC. 1.170A-9(F)(3)(III)(D).FOR THE FORGOING REASONS, THE FOUNDATION SATISFIES THE "FACTS AND CIRCUMSTANCES" TEST OF REG. SEC. 1.170A-9(F)(3) AND QUALIFIES AS A PUBLICLY SUPPORTED ORGANIZATION UNDER IRC SEC. 170(B)(1)(A)(VI). RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 414607 4698 16868 41423 394750 394913 18232 11236 8000 1774 414607 381341 30055 -3189 12855 439 394913 397150 27995 16 23949 19669 202 381341 501216 28050 793 119000 13515 394 397150 0.44317 0.03724 0.51959 0 0 14718 14718 0 32500 25694 6806 6806 X 10485057 6727075 12091 6739166 3745891 176566 176566 3922457 2284450 12091 12091 2272359 176566 37897 214463 2486822 PART V, LINE 4: INTENDED USE OF THE ORGANIZATION'S BOARD DESIGNATED FUNDS AND RESTRICTED NET ASSETS: (1) CHIEF JUSTICE MOYER LEGACY FUND-DURING 2010, THE FOUNDATION'S BOARD OF TRUSTEES ESTABLISHED THE CHIEF JUSTICE MOYER LEGACY FUND. THIS FUND WAS CREATED TO RECOGNIZE THE IMPACT THE LATE CHIEF JUSTICE MOYER HAD ON OHIO'S JUSTICE SYSTEM. THE GOAL OF THE FUND IS TO SUPPORT EFFORTS THAT WERE IMPORTANT TO CHIEF JUSTICE MOYER, INCLUDING THE ADMINISTRATION OF JUSTICE AND PUBLIC UNDERSTANDING OF THE LAW IN THE STATE OF OHIO. CONTRIBUTIONS WILL SUPPORT: -ENDOWING A CHIEF JUSTICE MOYER PROFESSORSHIP FOR THE ADMINISTRATION OF JUSTICE AND RULE OF LAW AT THE OHIO STATE UNIVERSITY MORITZ COLLEGE OF LAW TO HONOR AND CONTINUE CHIEF JUSTICE MOYER'S LEGACY OF INTEGRITY AND PROFESSIONALISM, AND THEREBY DEEPEN THE IMPACT OF THESE QUALITIES ON THE LIVES OF COUNTLESS STUDENTS AND ON THE LAW ITSELF. -MAKING FELLOWSHIP GRANTS TO LAW STUDENTS AT OHIO LAW SCHOOLS TO SUPPORT ROTATING FELLOWSHIP AWARDS FURTHERING STATEWIDE LEGAL EDUCATION INITIATIVES AND PROGRAMS ALLOWING EXCEPTIONAL LAW STUDENTS TO PURSUE THE CONCEPTS OF ETHICS, CIVILITY AND THE RULE OF LAW WHICH GUIDED CHIEF JUSTICE MOYER THROUGHOUT HIS CAREER. (2) DESIGNATED FOR RENT-UNDER A THREE-PARTY AGREEMENT AMONG THE FOUNDATION, THE ASSOCIATION (THE TERM "ASSOCIATION," WHEN USED IN THIS SECTION, REFERS TO THE OHIO STATE BAR ASSOCIATION, A 501(C)(6) NON-PROFIT ORGANIZATION), AND THE OHIO STATE UNIVERSITY, THE FOUNDATION OWNED A PORTION OF THE FEE IN THE OHIO LEGAL CENTER BUILDING. THE FOUNDATION RAISED A PORTION OF THE FUNDS FOR THE CONSTRUCTION OF THAT BUILDING. NEGOTIATIONS AMONG THE PARTIES CONCERNING VACATING THE OHIO LEGAL CENTER AND RELOCATION TO THE ASSOCIATION BUILDING RESULTED IN THE FOLLOWING, WHICH WAS SUPPORTED BY AN INTERNAL REVENUE SERVICE PRIVATE LETTER RULING ISSUED DECEMBER 24, 1990. THE PRIVATE LETTER RULING STIPULATED THE FOLLOWING: THE DEPOSIT OF FUNDS WILL BE IN AN INTEREST-BEARING ACCOUNT, THE INTEREST OF WHICH IS TO BE PAID TO THE ASSOCIATION IN CONSIDERATION OF THE FOUNDATION'S RIGHT TO OCCUPY SPACE. THE FOUNDATION WILL RECEIVE CERTAIN ANCILLARY SERVICES FROM THE ASSOCIATION, AT NO COST. AS COMPENSATION FOR ITS RIGHT OF POSSESSION IN THE OHIO LEGAL CENTER, THE FOUNDATION RECEIVED $153,000 FROM THE OHIO STATE UNIVERSITY AND THE RIGHT TO OCCUPY A PORTION OF THE NEW ASSOCIATION BUILDING FOR AS LONG AS ASSOCIATION OCCUPIES SUCH BUILDING. THIS ARRANGEMENT WAS DOCUMENTED BY A WRITTEN OCCUPANCY AGREEMENT BETWEEN THE ASSOCIATION AND THE FOUNDATION. (3) EDUCATION IN REAL PROPERTY LAW (BRADLEY J. SCHAEFFER MEMORIAL FUND)-IN NOVEMBER 1992, THE FOUNDATION'S BOARD OF TRUSTEES ACCEPTED AND ADOPTED THE BRADLEY J. SCHAEFFER MEMORIAL FUND. THIS FUND WAS ESTABLISHED TO PERPETUATE THE MEMORY OF BRADLEY J. SCHAEFFER, A LAUREATE OF THE FOUNDATION, BECAUSE OF THE SIGNIFICANT CONTRIBUTIONS HE MADE TO REAL PROPERTY LAW PRACTICE IN THE STATE OF OHIO. IN NOVEMBER 2001, THE BOARD RESOLVED TO CONTINUE TO MAINTAIN THE FUND, MAKING AN APPROPRIATE PORTION OF THE FUND AVAILABLE TO THE REAL PROPERTY SECTION OF THE ASSOCIATION FOR THE PURPOSE OF ASSISTING THAT SECTION IN SPONSORING AND PRESENTING AN ANNUAL PROGRAM, TO BE KNOWN AS "THE BRADLEY J. SCHAEFFER REAL PROPERTY INSTITUTE." AMOUNTS TO BE EXPENDED SHALL BE REQUESTED ANNUALLY, SUBJECT TO SUCH ANNUAL LIMITS, AS TO ENABLE THE FUNDING OF THE BRADLEY J. SCHAEFFER REAL PROPERTY INSTITUTE INDEFINITELY. (4) THE FRIENDS AND NEIGHBORS ENDOWMENT (FANE) FUND WAS ESTABLISHED IN 2005 IN RECOGNITION OF 10 YEARS OF SERVICE BY A FORMER EXECUTIVE DIRECTOR OF THE FOUNDATION. WHILE CONTRIBUTIONS BY FELLOWS AND LIFE FELLOWS ARE WELCOME, THIS FUND ALSO ENCOURAGES INVOLVEMENT BY NON-LAWYERS, LAW FIRMS, BUSINESSES AND OTHERS WHO ARE NOT ELIGIBLE TO BECOME FOUNDATION FELLOWS. INVESTMENT INCOME EARNED ON THIS FUND WILL BE USED TO FUND FOUNDATION PROGRAMS. (5) THE DENNY L. RAMEY EDUCATIONAL FUND WAS ESTABLISHED DURING 2012. THIS FUND WAS CREATED TO ACKNOWLEDGE THE SERVICE AND HERITAGE OF MR. RAMEY, FORMER EXECUTIVE DIRECTOR OF THE OHIO STATE BAR ASSOCIATION AND FORMER TREASURER OF THE FOUNDATION. CONTRIBUTIONS TO THE FUND ARE FOR THE DONOR RESTRICTED PURPOSE OF SUPPORTING PROJECTS IN THE APPALACHIAN REGION OF OHIO THAT FURTHER THE EDUCATIONAL PURPOSES OF THE FOUNDATION. (6) THE WILLIAM K. WEISENBERG FUND FOR CIVICS EDUCATION WAS ESTABLISHED DURING 2013. THIS FUND WAS ESTABLISHED TO COMMEMORATE THE CAREER-LONG COMMITMENT TO PROMOTING CIVICS EDUCATION BY OHIO STATE BAR ASSOCIATION ASSISTANT EXECUTIVE DIRECTOR WILLIAM K. WEISENBERG AND TO ENSURE A FUNDING BASE TO SUPPORT SUCH EFFORT IN THE FUTURE. CONTRIBUTIONS TO THE FUND ARE FOR THE RESTRICTED PURPOSE OF PROVIDING FINANCIAL ASSISTANCE TO ORGANIZATIONS IN OHIO THAT PROMOTE CIVICS EDUCATION INITIATIVES THAT PREPARE SCHOOL-AGE CHILDREN AND YOUNG ADULTS TO BETTER UNDERSTAND OUR CONSTITUTIONAL DEMOCRACY AND PROVIDE THEM WITH THE KNOWLEDGE AND TOOLS THEY NEED TO BE BETTER, MORE INFORMED CITIZENS. (7) THE UNVERFERTH FUND FOR ADMINISTRATION OF JUSTICE IN PUTNAM COUNTY, OHIO WAS ESTABLISHED DURING 2015. THE FOUNDATION RECEIVED A BEQUEST DESIGNATING THE FUNDS BE USED FOR THE PURPOSE OF ADMINISTRATION OF JUSTICE IN PUTNAM COUNTY, OHIO. (8) THE ACCESS TO JUSTICE FUND WAS ESTABLISHED DURING 2015. THIS FUND WAS ESTABLISHED TO SUPPORT AND PROVIDE FUNDING FOR THE PROJECTS AND ACTIVITIES THAT FURTHER THE CHARITABLE AND EDUCATIONAL PURPOSES OF THE FOUNDATION, INCLUDING, BUT NOT LIMITED TO, RESEARCH, EDUCATIONAL PROGRAMMING, CONVENING CONSTITUENTS, PILOT PROGRAMMING, CONSULTANTS, AND THE LIKE TO SUPPORT THE ADVANCE OF CONVERSATION, STUDY AND EVALUATION OF THE ISSUES HIGHLIGHTED BY OR RELATED TO THE OHIO SUPREME COURT TASK FORCE ON ACCESS TO JUSTICE REPORT AND THE FINAL REPORT FROM THE ACCESS TO JUSTICE SUMMIT. PART X, LINE 2: ACCOUNTING STANDARDS REQUIRE THE EVALUATION OF TAX POSITIONS TAKEN, OR EXPECTED TO BE TAKEN, IN THE COURSE OF PREPARING THE FOUNDATION'S TAX RETURNS, TO DETERMINE WHETHER THE TAX POSITIONS ARE "MORE-LIKELY-THAN-NOT" OF BEING SUSTAINED BY THE APPLICABLE TAX AUTHORITY. THIS STATEMENT PROVIDES THAT A TAX BENEFIT FROM AN UNCERTAIN TAX POSITION MAY BE RECOGNIZED IN THE FINANCIAL STATEMENTS ONLY WHEN IT IS "MORE-LIKELY-THAN-NOT" THE POSITION WILL BE SUSTAINED UPON EXAMINATION, INCLUDING RESOLUTION OF ANY RELATED APPEALS OR LITIGATION PROCESSES, BASED UPON THE TECHNICAL MERITS AND CONSIDERATION OF ALL AVAILABLE INFORMATION. ONCE THE RECOGNITION THRESHOLD IS MET, THE PORTION OF THE TAX BENEFIT THAT IS RECORDED REPRESENTS THE LARGEST AMOUNT OF TAX BENEFIT THAT IS GREATER THAN 50 PERCENT LIKELY TO BE REALIZED UPON SETTLEMENT WITH A TAXING AUTHORITY. BASED ON ITS REVIEW, MANAGEMENT DOES NOT BELIEVE THE FOUNDATION HAS TAKEN ANY MATERIAL UNCERTAIN TAX POSITIONS, INCLUDING ANY POSITION THAT WOULD PLACE THE FOUNDATION'S EXEMPT STATUS IN JEOPARDY, AS OF DECEMBER 31, 2024 AND 2023. PART XI, LINE 2D - OTHER ADJUSTMENTS: LIKE-KIND REVENUE 12,091. PART XII, LINE 2D - OTHER ADJUSTMENTS: LIKE-KIND EXPENSES 12,091. PART XII, LINE 4B - OTHER ADJUSTMENTS: UNUSED GRANT FUNDS 37,897. 1 CATHOLIC CHARITIES CORPORATION 7800 DETROIT AVENUE CLEVELAND OH 44102 341318541 501(C)3 35000 0 CLEVELAND ASYLUM CLINIC LAW AND LEADERSHIP INSTITUTE 303 EAST BROAD STREET COLUMBUS OH 43215 264709314 501(C)3 160000 0 DIVERSITY IN LEADERSHIP FELLOWSHIP MID-OHIO PSYCHOLOGICAL SERVICES INC 106 STARRET ST SUITE 100 LANCASTER OH 43130 311358292 501(C)3 35000 0 MOPS ETHICS, LEGAL, & DIVERSITY TRAINING EXPANSION NORTHEAST OHIO WORKER CENTER 6514 WAKEFIELD AVE CLEVELAND OH 44102 823381404 501(C)3 16500 0 NORTHEAST OHIO WORKER CENTER - WORKER JUSTICE PROJECT OHIO ALLIANCE OF YMCAS FOUNDATION 6956 E BROAD STREET SUITE 243 COLUMBUS OH 43213 453569582 501(C)3 50000 0 OHIO YMCA YOUTH AND GOVERNMENT OHIO CENTER FOR LAW RELATED EDUCATION 1700 LAKE SHORE DRIVE SUITE 002 COLUMBUS OH 43204 311124428 501(C)3 128500 0 CIVIC EDUCATION: PROGRAMS, TEACHER TRAINING & OUTREACH OHIO LEGAL HELP 88 E BROAD STREET SUITE 720 COLUMBUS OH 43215 830571864 501(C)3 25000 0 LEGAL INFORMATION AND ACTION PLANS FOR MENTAL HEALTH THE OHIO STATE UNIVERSITY FOUNDATION PO BOX 710811 COLUMBUS OH 43221 311145986 501(C)3 63832 0 COLLABORATING ON EDUCATIONAL APPROACHES TO ENHANCING BROAD REPRESENTATION IN THE OHIO LEGAL PROFESSION, OTHER PROFESSIONS, AND LEADERSHIP FOLLOWING THE SCOTUS RULINGS ON AFFIRMATIVE ACTION SUMMER WORK EXPERIENCE IN LAW INC 225 EAST 6TH STREET NO 2ND FL CINCINNATI OH 45202 262902937 501(C)3 100000 0 SUMMER WORK EXPERIENCE IN LAW (SWEL) YOUNG WOMENS CHRISTIAN ASSOCIATION 65 S 4TH ST COLUMBUS OH 43215 314379597 501(C)3 20625 0 RACIAL EQUITY 101 TRAIN-THE-FACILITATOR PILOT ADOPT A CLASS 3080 EXPLORATION AVENUE CINCINNATI OH 45206 202587299 501(C)3 18000 0 PATHWAYS TO LAW AND LEGAL SERVICES CAREERS THROUGH MENTORSHIP CENTRAL OHIO WORKER CENTER PO BOX 83011 COLUMBUS OH 43203 465622456 501(C)3 19550 0 SUMMITS FOR RACIAL JUSTICE CRIME VICTIM SERVICES 330 N ELIZABETH ST 2ND FLOOR LIMA OH 45801 341437473 501(C)3 15000 0 VICTIM OFFENDER DIALOGUE PROGRAM EQUALITY OHIO EDUCATION FUND 370 S 5TH STREET STE G3 COLUMBUS DC 43215 020743268 501(C)3 25000 0 UPDATING AND DISSEMINATING THE OHIO TRANS KNOW YOUR RIGHTS GUIDE FREDERICK DOUGLASS PROJECT FOR JUSTIC 5636 CONNECTICUT AVE NW 6376 WASHINGTON OH 20015 843166690 501(C)3 50000 0 OHIO PRISON VISITATION PROGRAM HEALTH POLICY INSTITUTE OF OHIO 140 EAST TOWN STREET SUITE 1000 COLUMBUS OH 43215 300186863 501(C)3 35000 0 EXPLORING THE MENTAL HEALTH & WELL-BEING OF SYSTEM-INVOLVED CHILDREN & YOUTH LEGAL AID OF SOUTHEAST & CENTRAL OHIO 1108 CITY PARK AVE SUITE 200 COLUMBUS OH 43206 310718185 501(C)3 7500 0 COLLABORATION TO IMPROVE ACCESS TO JUSTICE OHIO VICTIM WITNESS ASSOCIATION 90 NORTHWOODS BLVD STE B-6 COLUMBUS OH 43235 341371196 501(C)3 66111 0 ENHANCING ACCESS TO JUSTICE FOR OHIO'S HOMICIDE CO-VICTIMS PORTAGE COUNTY JUVENILE COURT 8000 INFIRMARY ROAD RAVENNA OH 44266 346002242 501(C)3 24000 0 PRE-ADJUDICATORY CHILD PROTECTION MEDIATION PRO BONO PARTNERSHIP OF OHIO 255 E FIFTH ST STE 1900 CINCINNATI OH 45202 464283169 501(C)3 60145 0 EXPANDING ATTORNEY VOLUNTEER ENGAGEMENT DICK & JANE PROJECT 1327 SULLIVANT AVE COLUMBUS OH 43223 274261320 501(C)3 30000 0 LIFE STORIES II: THE CONVERSATION PART I, LINE 2: THE GENERAL GRANT PROCESS BEGINS WITH THE APPLICANT COMPLETING THE ONLINE APPLICATION FOUND ON THE FOUNDATION'S WEBSITE BY THE DEADLINE WITH THE REQUIRED BACKUP INFORMATION. EVERY APPLICANT IS REQUIRED TO HAVE A PRE SUBMISSION CONFERENCE CALL WITH FOUNDATION STAFF. ALL APPLICANTS MUST COMPLETE THE ONLINE APPLICATION FOR CONSIDERATION. MAIL, EMAIL OR FAX SUBMISSIONS CAN BE ARRANGED IF EXTENUATING CIRCUMSTANCES ARISE. THE GRANTS MANAGER PERFORMS A REVIEW OF EACH APPLICATION FOR COMPLETENESS AND REVIEW OF ACCOMPANYING FORM 990, AUDITED FINANCIAL STATEMENTS (IF APPLICABLE) AND A LIST OF THE BOARD OF DIRECTORS. THE STAFF DOES NOT HAVE THE AUTHORITY TO ELIMINATE ANY APPLICANTS. STAFF THEN PREPARES AND DISTRIBUTES MATERIALS FOR THE GRANTS COMMITTEE, INCLUDING YTD GRANTS BUDGET, PRIOR MINUTES, PRIOR HISTORY WITH GRANTEE, GRANT INFORMATION ON THE WEBSITE, THE CRITERIA AND THE GRANT APPLICATION. THE OHIO STATE BAR FOUNDATION'S GRANTS COMMITTEE EITHER RECOMMENDS APPROVAL IN WHOLE OR IN PART, DENIES OR TABLES (RECONSIDER AFTER REVISIONS) THE GRANT APPLICATION. THEN THE FOUNDATION'S FULL BOARD OF TRUSTEES APPROVES, MODIFIES, OR DENIES THE GRANT REQUESTS. AFTER BOARD APPROVAL, STAFF THEN CALLS THE CONTACT PERSON OF THE GRANTEE TO INFORM THEM THAT THE GRANT AGREEMENT IS EN ROUTE, INCLUDING CONDITIONS, AND THE AGREEMENT IS EXECUTED. BASED ON THE TERMS OF PAYMENT, THE EXECUTIVE DIRECTOR AUTHORIZES THE PAYMENT AND PAYMENT IS MADE TO THE GRANTEE. THE GRANTEE IS THEN REQUIRED TO MAINTAIN RECORDS AND ACCOUNTS FOR THE PROJECT/GRANT FOR A PERIOD OF NOT LESS THAN FOUR YEARS. THE GRANTEE ALSO PROVIDES ANY INTERIM STATUS REPORTS AS REQUESTED BY THE FOUNDATION. THE GRANTEE THEN WILL PROVIDE A REPORT TO THE FOUNDATION WITHIN 30 DAYS OF ANY OF THE FOLLOWING: THE COMPLETION OF THE PROJECT, THE CONCLUSION OF THE GRANT PERIOD, OR RECEIPT OF WRITTEN NOTICE FROM THE FOUNDATION THAT THE FOUNDATION CONSIDERS THE GRANT OR PROJECT TO BE COMPLETE. X X X 1 0 0 0 0 0 0 0 0 LORI L KEATING FORMER EXECUTIVE DIRECTOR 174808 0 0 0 0 0 10197 0 15828 0 200833 0 0 0 PART I, LINE 4A LORI KEATING RECEIVED $101,641 IN SEVERANCE PAY ACCORDING TO THE SEVERANCE AND RELEASE OF CLAIMS SIGNED AGREEMENT. FORM 990, PART VI, SECTION A, LINE 6 MEMBERS OF THE OHIO STATE BAR FOUNDATION ARE ITS FELLOWS, LIFE FELLOWS, DISTINGUISHED LIFE FELLOWS, AND HONORARY FELLOWS. ALL FELLOWS, EXCEPT HONORARY FELLOWS, ARE REQUIRED TO MAKE A CONTRIBUTION TO THE FOUNDATION AND ARE ENTITLED TO VOTE AT MEETINGS OF FELLOWS. FORM 990, PART VI, SECTION A, LINE 7A THE OHIO STATE BAR FOUNDATION HOLDS AN ANNUAL MEETING OF FELLOWS, CUSTOMARILY IN THE FALL OF EACH YEAR. AT THE ANNUAL MEETING, THE FELLOWS ELECT TRUSTEES TO SERVE THREE-YEAR TERMS (WITH A LIMIT OF TWO FULL TERMS) THAT BEGIN ON THE FIRST DAY OF THE "FOUNDATION YEAR" FOLLOWING THEIR ELECTION, AS THAT PERIOD IS DETERMINED FROM TIME TO TIME BY THE BOARD OF TRUSTEES. THE BOARD OF TRUSTEES THEN CONSISTS OF: UP TO 15 TRUSTEES WHO HAVE BEEN ELECTED TO THAT OFFICE BY THE FELLOWS; THE PRESIDENT, THE PRESIDENT-ELECT, AND THE IMMEDIATE PAST PRESIDENT OF THE FOUNDATION; THE PRESIDENT AND PRESIDENT-ELECT OF THE OHIO STATE BAR ASSOCIATION; AND THE CHIEF EXECUTIVE OFFICER (FORMERLY EXECUTIVE DIRECTOR) OF THE ASSOCIATION, WHO SERVES AS AN EX OFFICIO, NON-VOTING MEMBER OF THE BOARD. NOMINATIONS OF PERSONS TO BE ELECTED AS TRUSTEES BY THE FELLOWS ARE PROVIDED BY THE NOMINATING COMMITTEE OF THE FOUNDATION, WHICH IS COMPRISED OF THE PRESIDENT OF THE OHIO STATE BAR ASSOCIATION AND THE PRESIDENT OF THE FOUNDATION, ALONG WITH TWO FELLOWS APPOINTED BY THE PRESIDENT OF THE ASSOCIATION AND ONE FELLOW APPOINTED BY THE PRESIDENT OF THE FOUNDATION. THE NOMINATING COMMITTEE THEN PREPARES A SLATE OF NOMINEES, AT LEAST ONE FOR EACH VACANCY THAT WILL EXIST AMONG THE ELECTED MEMBERS OF THE BOARD OF TRUSTEES, AS WELL AS NOMINEES FOR ELECTION TO THE OFFICES OF PRESIDENT-ELECT, SECRETARY AND TREASURER. ALL SUCH NOMINATIONS ARE SUBJECT TO APPROVAL OF THE FOUNDATION BOARD OF TRUSTEES. FORM 990, PART VI, SECTION A, LINE 7B THE REGULATIONS MAY BE ALTERED, AMENDED, OR REPEALED AND NEW REGULATIONS MAY BE ADOPTED, BY THE AFFIRMATIVE VOTE OF TWO-THIRDS OF THE TRUSTEES VOTING AT A REGULAR MEETING OR A SPECIAL MEETING CALLED FOR THAT PURPOSE, PRESENT AND VOTING, FOLLOWED BY THE AFFIRMATIVE VOTE OF A MAJORITY OF THE FELLOWS PRESENT AND VOTING AT ANY MEETING OF THE FELLOWS, PROVIDED THAT A DESCRIPTION OF THE PROPOSED ALTERATION, AMENDMENT, REPEAL, OR NEW REGULATIONS (WHICH MAY BE SET FORTH IN SUMMARY FORM) IS CONTAINED IN THE NOTICES OF SUCH MEETINGS. FORM 990, PART VI, SECTION B, LINE 11B THE FORM 990 IS PREPARED BY AN OUTSIDE ACCOUNTING FIRM. THE FORM 990 IS THEN REVIEWED BY UPPER MANAGEMENT, THE AUDIT AND FINANCE COMMITTEE, AND THE BOARD OF TRUSTEES PRIOR TO BEING FILED. FORM 990, PART VI, SECTION B, LINE 12C THE OHIO STATE BAR FOUNDATION REGULARLY AND CONSISTENTLY MONITORS AND ENFORCES COMPLIANCE WITH THE CONFLICT OF INTEREST POLICY THROUGH ANNUALLY DISTRIBUTING A COPY OF THE CONFLICT OF INTEREST POLICY TO ALL OFFICERS, TRUSTEES, AND KEY EMPLOYEES. THESE INDIVIDUALS ARE THEN REQUIRED TO ANNUALLY SIGN A CONFLICT OF INTEREST STATEMENT. FORM 990, PART VI, SECTION B, LINE 15A THE OHIO STATE BAR FOUNDATION PARTICIPATES IN COMPENSATION AND BENEFITS SURVEYS CONDUCTED BY TWO NATIONAL ORGANIZATIONS. ANNUALLY, STAFF COMPLETES THE COUNCIL ON FOUNDATIONS STUDY AND, AS OFFERED, PARTICIPATES IN THE NATIONAL CONFERENCE OF BAR FOUNDATIONS STUDY. RESULTS ARE PROVIDED TO THE EXECUTIVE COMMITTEE WHICH IS RESPONSIBLE FOR EVALUATING THE COMPENSATION PACKAGE OF THE EXECUTIVE DIRECTOR. FORM 990, PART VI, SECTION C, LINE 18 THE FORM 990 IS AVAILABLE FOR PUBLIC INSPECTION UPON REQUEST, VIA THE ORGANIZATION'S WEBSITE AND VIA ANOTHER'S WEBSITE, WWW.GUIDESTAR.ORG. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION DOES NOT MAKE ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC. FORM 990, PART XI, LINE 9: UNUSED GRANT FUNDS 37,897. FORM 990, PART XII, LINE 2C: THE ORGANIZATION HAS AN AUDIT AND FINANCE COMMITTEE THAT ASSUMES RESPONSIBILITY FOR OVERSIGHT OF THE AUDIT AND SELECTION OF AN INDEPENDENT ACCOUNTANT. THE PROCESS FOR OVERSEEING THE AUDIT AND SELECTING AN INDEPENDENT ACCOUNTANT HAS NOT CHANGED FROM PRIOR YEARS.