2023-11-03T11:53:09-05:00 2022-12-31 202122306 GBQ PARTNERS LLC 230 WEST STREET SUITE 700 COLUMBUS OH 43215 990 2022-01-01 316054093 OHIO STATE BAR FOUNDATION OHIO 6144874443 PO BOX 16562 COLUMBUS OH 432166562 LORI L KEATING EXECUTIVE DIRECTOR/SECRETARY 6144874443 2023-11-02 1 LORI KEATING 999009999 1 KATHY M MOSELEY P00116760 6142211120 2023-11-02 3 AAL1 IAL1 2022 2023-04-26 12:10:37Z HON DAVID A HEJMANOWSKI PO BOX 16562 COLUMBUS OH 432166562 16494901 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 80 0 0 176690 179720 9301 21025 2822408 7651205 0 0 3008399 7851950 1234873 1363395 0 0 642156 767782 0 0 136495 446804 634171 2323833 2765348 684566 5086602 58293469 51214097 267375 181023 58026094 51033074 X SEE SCHEDULE O 0 0 1611277 1363395 21025 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. 213017 0 0 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. 1824294 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 15 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 COLUMBUS OH 43204 J KRISTIN BURKETT PRESIDENT 10.00 X X 0 0 0 HON DAVID A HEJMANOWSKI PRESIDENT-ELECT 5.00 X X 0 0 0 VELDA K HOFACKER IMMEDIATE PAST PRESIDENT 5.00 X X 0 0 0 BELINDA BARNES TREASURER 5.00 X X 0 0 0 DAVID H LEFTON TRUSTEE SERVING EX-OFFICIO 1.00 X 0 0 0 HON DEAN L WILSON TRUSTEE SERVING EX-OFFICIO 1.00 X 0 0 0 MICHELLE KRANZ TRUSTEE 1.00 X 0 0 0 THOMAS GUILLOZET 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 R BENJAMIN FRANZ TRUSTEE 1.00 X 0 0 0 RONALD L KAHN TRUSTEE 1.00 X 0 0 0 MARLEY C NELSON TRUSTEE 1.00 X 0 0 0 SARAH K SKOW TRUSTEE 1.00 X 0 0 0 JONATHAN HOLLINGSWORTH TRUSTEE 1.00 X 0 0 0 JOHN D HOLSCHUH JR 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 JANET L GREEN MARBLEY TRUSTEE 1.00 X 0 0 0 MARTIN E MOHLER TRUSTEE 1.00 X 0 0 0 LORI L KEATING EXECUTIVE DIRECTOR 40.00 X 171380 0 35160 171380 0 35160 1 0 1 0 BAHL & GAYNOR 255 E 5TH ST STE 2700 CINCINNATI OH 45202 INVESTMENT MANAGEMENT 173466 1 42718 137002 179720 ANNUAL DINNER 611710 21025 21025 21025 1437320 1437320 14856836 8642951 6213885 6213885 6213885 7851950 21025 0 7651205 1363395 1363395 206540 90628 86102 29810 452025 198344 188440 65241 10960 4809 4569 1582 48090 21101 20048 6941 50167 22013 20913 7241 28796 28796 83225 83225 173466 173466 48837 48837 50714 7538 35901 7275 37263 294 36886 83 62754 14475 33560 14719 1800 1800 20164 5180 13361 1623 47622 23863 22205 1554 3831 3831 ANNUAL DINNER EXPENSES 42867 42833 34 CJML EVENT EXPENSES 13510 13510 FELLOWS/BAD DEBT 12500 12500 VOLUNTEER/CLASS FELLOWS 5820 3811 1583 426 1002 1002 2765348 1824294 804559 136495 367400 387083 525232 284093 221114 185735 10253 12753 5775 47218 28760 4789 18458 57078884 50165513 85797 154687 58293469 51214097 192875 81023 74500 100000 267375 181023 X 57604946 50633182 421148 399892 58026094 51033074 58293469 51214097 X 5086602 -12087551 7929 X X 0 1 X 1 0 X 204640 179979 256915 176690 179720 997944 204640 179979 256915 176690 179720 997944 997944 1206937 914921 1178479 1238839 1437320 5976496 6974440 102572 0.14310 0.17090 X PART II, SECTION C, LINE 17A, FACTS AND CIRCUMSTANCES TEST: 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 14.31% 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 381341 30055 -3189 0 12855 439 394913 397150 27995 16 23949 19669 202 381341 501216 28050 793 119000 13515 394 397150 517230 12698 3962 11000 20221 1453 501216 515959 34973 2969 11500 23831 1340 517230 0.40150 0.03720 0.56130 0 0 29718 28760 958 17500 17500 18458 X -4396022 -12087551 13045 -12074506 7678484 173466 173466 7851950 2596998 13045 -7929 5116 2591882 173466 173466 2765348 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 LAW AND LEADERSHIP INSTITUTE FUND WAS ESTABLISHED IN 2009 BY A GRANT FROM THE FOUNDATION TO THE OHIO CENTER FOR LAW-RELATED EDUCATION TO FUND THE LAW & LEADERSHIP INSTITUTE ("LLI"). THE GOAL OF LLI IS TO ESTABLISH AND SUSTAIN A "PIPELINE" INTO THE LEGAL PROFESSION FOR DISADVANTAGED STUDENTS FROM UNDERSERVED SCHOOLS. LLI WAS DEVELOPED AND PROMOTED IN PARTNERSHIP WITH THE ASSOCIATION, OHIO'S METROPOLITAN BAR ASSOCIATIONS, THE LAW SCHOOLS IN OHIO, THE SUPREME COURT OF OHIO, THE LEAGUE OF WOMEN VOTERS, AND OTHERS. LLI ENCOURAGES INVOLVEMENT BY FELLOWS, PRIVATE CITIZENS, LAW FIRMS, AND BUSINESSES. THE FUNDS ARE RESTRICTED FOR THE PURPOSE OF SUPPORTING LLI AND ITS MISSION. (5) 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. (6) 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. (7) 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. (8) 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. (9) 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: THE FOUNDATION IS EXEMPT FROM FEDERAL INCOME TAX, PURSUANT TO INTERNAL REVENUE CODE SECTION 501(C)(3). THE FOUNDATION HAS ADOPTED THE PROVISIONS OF THE FASB ACCOUNTING STANDARDS CODIFICATION RELATING TO UNCERTAIN TAX POSITIONS. THE FOUNDATION ANNUALLY EVALUATES TAX POSITIONS WHICH INCLUDES AN ANALYSIS OF WHETHER TAX POSITIONS THE FOUNDATION TAKES WITH REGARD TO UNRELATED BUSINESS INCOME, RELATED DEDUCTIONS APPLIED OR OTHER ACTIVITIES THAT MAY JEOPARDIZE THEIR TAX EXEMPT STATUS, WOULD MEET THE DEFINITION OF UNCERTAIN TAX POSITION. NO TAX ACCRUAL WAS RECORDED AS MANAGEMENT BELIEVES THERE ARE NO UNCERTAIN TAX POSITIONS. PART XII, LINE 2D - OTHER ADJUSTMENTS: UNUSED GRANT FUNDS -7,929. 1 ADOPT A CLASS FOUNDATION 4030 SMITH ROAD CINCINNATI OH 45209 202587299 501(C)3 15000 0 PROJECT SUPPORT - CIVIC EDUCATION AND ACCESS TO JUSTICE AMERICAN CIVIL LIBERTIES UNION OF OHIO FOUNDATION INC 1108 CITY PARK AVE STE 203 COLUMBUS OH 43206 237137105 501(C)3 35000 0 PROJECT SUPPORT - CIVIC EDUCATION AND ACCESS TO JUSTICE CATHOLIC CHARITIES CORPORATION 7800 DETROIT AVENUE CLEVELAND OH 44102 341318541 501(C)3 15000 0 PROJECT SUPPORT - CIVIC EDUCATION AND ACCESS TO JUSTICE CATHOLIC CHARITIES SOUTHWESTERN OHIO 7162 READING ROAD SUITE 600 CINCINNATI OH 45237 310536968 501(C)3 6325 0 PROJECT SUPPORT - CIVIC EDUCATION AND ACCESS TO JUSTICE CHILDREN'S ADVOCACY CENTER OF GUERNSEY COUNTY 268 HIGHLAND AVENUE PO BOX 1414 CAMBRIDGE OH 43725 260109515 501(C)3 9875 0 PROJECT SUPPORT - CIVIC EDUCATION AND ACCESS TO JUSTICE CHILDREN'S LAW CENTER 1002 RUSSELL STREET COVINGTON KY 41011 611167352 501(C)3 19400 0 PROJECT SUPPORT - CIVIC EDUCATION AND ACCESS TO JUSTICE CUYAHOGA COUNTY DOMESTIC RELATIONS COURT 1 WEST LAKESIDE AVENUE ROOM 149 CLEVELAND OH 44113 346000824 GOVERNMENT 133310 0 PROJECT SUPPORT - CIVIC EDUCATION AND ACCESS TO JUSTICE EQUALITY OHIO EDUCATION FUND 370 S 5TH STREETSUITE G3 COLUMBUS OH 432157436 020743268 501(C)3 62000 0 PROJECT SUPPORT - CIVIC EDUCATION AND ACCESS TO JUSTICE GREATER CLEVELAND NEIGHBORHOOD CENTERS ASSOCIATION 1814 E 40TH STREET SUITE 4D CLEVELAND OH 44103 340714688 501(C)3 50000 0 PROJECT SUPPORT - CIVIC EDUCATION AND ACCESS TO JUSTICE HEALTH POLICY INSTITUTE OF OHIO 140 EAST TOWN STREET SUITE 1000 COLUMBUS OH 43215 300186863 501(C)3 50000 0 PROJECT SUPPORT - CIVIC EDUCATION AND ACCESS TO JUSTICE INNOVATION OHIO EDUCATION FUND 360 S 3RD STREET 3RD FLOOR COLUMBUS OH 43215 274562105 501(C)3 50000 0 PROJECT SUPPORT - CIVIC EDUCATION AND ACCESS TO JUSTICE THE INTERNATIONAL WELCOME CENTER 5781 MANCHESTER ROAD NEW FRANKLIN OH 44319 871055952 501(C)3 10000 0 PROJECT SUPPORT - CIVIC EDUCATION AND ACCESS TO JUSTICE JUVENILE JUSTICE COALITION 1251 BRYDEN ROAD COLUMBUS OH 43205 341754680 501(C)3 40000 0 PROJECT SUPPORT - CIVIC EDUCATION AND ACCESS TO JUSTICE KENT STATE UNIVERSITY FOUNDATION INC CENTER FOR PHILANTHROPY AND ALUMNI ENGAGEMENT PO BOX 5190 350 SOUTH LI KENT OH 44242 346576307 501(C)3 49642 0 PROJECT SUPPORT - CIVIC EDUCATION AND ACCESS TO JUSTICE LAW AND LEADERSHIP INSTITUTE 303 EAST BROAD STREET COLUMBUS OH 43215 264709314 501(C)3 140875 0 PROJECT SUPPORT - CIVIC EDUCATION AND ACCESS TO JUSTICE LEGAL AID SOCIETY OF CLEVELAND 1223 WEST SIXTH STREET CLEVELAND OH 44113 340866026 501(C)3 25000 0 PROJECT SUPPORT - CIVIC EDUCATION AND ACCESS TO JUSTICE LEGAL AID SOCIETY OF COLUMBUS 1108 CITY PARK AVENUE STE 200 COLUMBUS OH 43206 314416407 501(C)3 25000 0 PROJECT SUPPORT - CIVIC EDUCATION AND ACCESS TO JUSTICE MAKE A DAY FOUNDATION 133 WILSON AVE UNIT B COLUMBUS OH 43205 823422637 501(C)3 50000 0 PROJECT SUPPORT - CIVIC EDUCATION AND ACCESS TO JUSTICE MENTAL HEALTH & ADDICTION ADVOCACY COALITION 4500 EUCLID AVENUE CLEVELAND OH 44103 463402346 501(C)3 41400 0 PROJECT SUPPORT - CIVIC EDUCATION AND ACCESS TO JUSTICE OHIO CENTER FOR LAW RELATED EDUCATION 1700 LAKE SHORE DRIVE SUITE 002 COLUMBUS OH 43204 311124428 501(C)3 116000 0 PROJECT SUPPORT - CIVIC EDUCATION AND ACCESS TO JUSTICE OHIO LEGAL HELP 88 E BROAD STREET SUITE 720 COLUMBUS OH 432153558 830571864 501(C)3 50000 0 PROJECT SUPPORT - CIVIC EDUCATION AND ACCESS TO JUSTICE OHIO STATE LEGAL SERVICES ASSOCIATION 1108 CITY PARK AVENUE SUITE 200 COLUMBUS OH 432063583 310718185 501(C)3 10000 0 PROJECT SUPPORT - CIVIC EDUCATION AND ACCESS TO JUSTICE THE OHIO STATE UNIVERSITY FOUNDATION PO BOX 740811 COLUMBUS OH 432213919 311145986 501(C)3 95468 0 THE OHIO STATE UNIVERSITY FOUNDATION PRO BONO PARTNERSHIP OF OHIO 255 E FIFTH STREET SUITE 1900 CINCINNATI OH 45202 464283169 501(C)3 54200 0 PROJECT SUPPORT - CIVIC EDUCATION AND ACCESS TO JUSTICE SLAVIC VILLAGE DEVELOPMENT 5620 BROADWAY AVE CLEVELAND OH 44127 341344279 501(C)3 50000 0 PROJECT SUPPORT - CIVIC EDUCATION AND ACCESS TO JUSTICE SUMMER WORK EXPERIENCE IN LAW INC 225 EAST 6TH STREET NO 2ND FL CINCINNATI OH 452023209 262902937 501(C)3 50000 0 PROJECT SUPPORT - CIVIC EDUCATION AND ACCESS TO JUSTICE TALBERT HOUSE 2600 VICTORY PARKWAY CINCINNATI OH 45206 310713350 501(C)3 15000 0 PROJECT SUPPORT - CIVIC EDUCATION AND ACCESS TO JUSTICE UNIVERSITY OF CINCINNATI FOUNDATION PO BOX 19970 CINCINNATI OH 45219 310896555 501(C)3 50000 0 PROJECT SUPPORT - CIVIC EDUCATION AND ACCESS TO JUSTICE UNIVERSITY OF MOUNT UNION - SPECTRUM EDUCATION CENTER 1972 CLARK AVE ALLIANCE OH 446013929 340714687 501(C)3 22500 0 PROJECT SUPPORT - CIVIC EDUCATION AND ACCESS TO JUSTICE WOMEN HELPING WOMEN 215 E 9TH STREET 7TH FLOOR CINCINNATI OH 45202 310864991 501(C)3 20000 0 PROJECT SUPPORT - CIVIC EDUCATION AND ACCESS TO JUSTICE 30 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 A CHECK IS WRITTEN 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. WITHIN 60 DAYS OF ISSUING A REPORT, THE GRANTEE THEN MUST PROVIDE A COMPREHENSIVE VERSION OF THE FINAL REPORT WHICH INCLUDES STATISTICAL, FINANCIAL, AND NARRATIVE INFORMATION NECESSARY TO EVALUATE THE PROJECT/GRANT. X X X 0 0 0 0 0 0 0 0 0 LORI L KEATING EXECUTIVE DIRECTOR 171380 0 0 0 0 0 7956 0 27204 0 206540 0 0 0 FORM 990, PART I, LINE 6, TOTAL NUMBER OF VOLUNTEERS: THE ESTIMATED NUMBER OF VOLUNTEERS SERVES THROUGH COMMITTEES, ON THE BOARD, THE FELLOWS CLASS, AND OTHER VOLUNTEER ACTIVITIES. FORM 990, PART III, LINE 1, ORGANIZATION'S MISSION: 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 OHIO STATE 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. 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 7,929. 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.