2025-05-15T09:41:38-05:00 2024-06-30 341310124 REA & ASSOCIATES INC 5400 FRANTZ RD SUITE 200 DUBLIN OH 43016 990 2023-07-01 311089327 OHIO HISTORICAL SOCIETY FOUNDATION OHIO 6142972300 800 EAST 17TH AVENUE COLUMBUS OH 432112474 JEFFREY K WARD CHIEF FINANCIAL OFFICER 6142972300 2025-05-15 1 1 MELISSA DUNKLE CPA P01380769 6148898725 2025-05-15 2023 2025-03-06 01:10:19Z OHIO HISTORY CONNECTION FOUNDATION JEFFREY K WARD 800 EAST 17TH AVENUE COLUMBUS OH 432112474 22891014 0 X WWW.OHIOHISTORY.ORG X 1983 OH TO ASSIST THE OHIO HISTORICAL SOCIETY IN ITS FUNDRAISING ACTIVITIES 3 3 0 0 0 0 2877600 2061201 0 0 369968 4919931 0 0 3247568 6981132 2108851 1908652 0 0 0 0 0 0 0 23042 21085 2131893 1929737 1115675 5051395 21315385 23027327 768649 237744 20546736 22789583 NONE 0 0 1908652 1908652 THE OHIO HISTORICAL SOCIETY FOUNDATION, BEING THE FUNDRAISING ARM OF THE OHIO HISTORICAL SOCIETY, ASSISTS THE SOCIETY IN ADDRESSING ITS MANY RESPONSIBILITIES BY SEEKING CONTRIBUTIONS AND GRANTS TO HELP MAINTAIN AND OPERATE VARIOUS HISTORICAL SITES AND MUSEUMS AND TO PROVIDE THE EDUCATION PROGRAMS WHICH EXPLAIN AND INTERPRET OHIO'S HISTORY. 1908652 1 1 0 0 0 0 0 0 0 1 0 0 0 0 0 1 0 1 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 1 0 1 0 1 0 0 1 0 0 0 0 0 0 0 0 0 0 0 X 3 3 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 0 0 0 OH X JEFFREY K WARD 6142972300 800 EAST 17TH AVENUE COLUMBUS OH 432112474 JEFFREY K WARD CHIEF FINANCIAL OFFICER 40.00 X X 0 164950 0 MELODY YOUNG CHAIR 1.00 X X 0 0 0 ROBERT ROACH VICE-CHAIR 1.00 X X 0 0 0 JON ELSASSER SECRETARY 1.00 X X 0 0 0 0 164950 0 0 0 1 1 0 2061201 2061201 467202 467202 20362611 15909882 4452729 4452729 4452729 6981132 0 0 4919931 1908652 1908652 20000 20000 MISCELLANEOUS EXPENSE 1085 1085 1929737 1908652 21085 0 242096 259419 2191513 1776377 906393 339630 3338072 3337852 34274 34274 14603037 17279775 21315385 23027327 768649 237744 768649 237744 X 3677240 4457298 16869496 18332285 20546736 22789583 21315385 23027327 5051395 -2808548 0 X X 0 1 X 1 0 X X 1 OHIO HISTORICAL SOCIETY 314389673 10 1 1908652 0 1 1908652 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 11979606 -376638 1840994 13443962 10428571 404512 1146523 11979606 12069754 16438 -1443037 214584 10428571 9518294 -121645 2691225 18120 12069754 8652058 373476 508567 15807 9518294 0.55078 0.44922 0 0 0 X PART X, LINE 2: "INCOME TAXES; THE ORGANIZATION IS EXEMPT FROM FEDERAL INCOME TAXES UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE. HOWEVER, CERTAIN BUSINESS ACTIVITIES OF THE ORGANIZATION MAY BE SUBJECT TO FEDERAL INCOME TAXES. NO PROVISION FOR FEDERAL TAXES WAS NECESSARY FOR THE YEARS ENDED JUNE 30, 2024 AND 2023. GENERALLY ACCEPTED ACCOUNTING PRINCIPLES REQUIRE THE ORGANIZATION TO EVALUATE THE LEVEL OF UNCERTAINTY RELATED TO WHETHER TAX POSITIONS TAKEN WILL BE SUSTAINED UPON EXAMINATION. ANY POSITIONS TAKEN THAT DO NOT MEET THE MORE-LIKELY-THAN-NOT THRESHOLD MUST BE QUANTIFIED AND RECORDED AS LIABILITY FOR UNRECOGNIZED TAX BENEFITS IN THE ACCOMPANYING STATEMENTS OF FINANCIAL POSITION ALONG WITH ANY ASSOCIATED INTEREST AND PENALTIES THAT WOULD BE PAYABLE TO THE TAXING AUTHORITIES UPON EXAMINATION. MANAGEMENT BELIEVES THAT NONE OF THE TAX POSITIONS TAKEN WOULD MATERIALLY IMPACT THE FINANCIAL STATEMENTS AND NO SUCH LIABILITIES HAVE BEEN RECORDED. WITH FEW EXCEPTIONS, THE ORGANIZATION IS NO LONGER SUBJECT TO INCOME TAX EXAMINATIONS BY THE U.S. FEDERAL, STATE OR LOCAL AUTHORITIES FOR THE YEARS ENDED JUNE 30, 2024 AND PRIOR." PART III LINE 1A: THE OHIO HISTORICAL SOCIETY FOUNDATION DOES NOT MAINTAIN COLLECTIONS OF ART, HISTORICAL TREASURES AND SIMILAR ASSETS. ALL SUCH COLLECTIONS ARE MAINTAINED BY THE OHIO HISTORICAL SOCIETY, INC. THE FOLLOWING IS A DESCRIPTION OF THE FOOTNOTE FROM THE CONSOLIDATED FINANCIAL STATEMENTS FOR THE OHIO HISTORICAL SOCIETY FOUNDATION AND THE OHIO HISTORICAL SOCIETY, INC: "HISTORIC COLLECTIONS, EXHIBITS AND PROPERTIES: THE ORGANIZATION DOES NOT CAPITALIZE ITS ARTIFACTS AND COLLECTIONS. THE ORGANIZATION'S HISTORICAL COLLECTIONS CONSIST OF APPROXIMATELY 1,900,000 ARTIFACTS AND PROPERTIES DIVIDED INTO THREE BROAD CATEGORIES: ARCHAEOLOGY, NATURAL HISTORY, AND HISTORY. THE ARCHAEOLOGICAL COLLECTIONS CONTAINS OBJECTS FORM ALL PREHISTORIC CULTURES IN THE MIDWEST. THE NATURAL HISTORY COLLECTIONS PRESERVE REPRESENTATIVE SPECIMENS OF MINERAL, FLORA, FAUNA AND FOSSILS FROM THE REGION THAT IS NOW OHIO. THE HISTORY COLLECTION DOCUMENTS, THE PEOPLE, EVENTS AND ACTIVITIES OF OHIO'S HISTORIC PERIOD FROM 1650 TO THE PRESENT. THE LIBRARY CONTAINS ONE OF THE LARGEST COLLECTIONS OF OHIO-RELATED RECORDS, NEWSPAPERS, PHOTOGRAPHS, FILMS, VIDEOS AND RECORDINGS. THE ORGANIZATION HAS A FORMAL COLLECTION POLICY THAT ADDRESSES THE ACQUISITION, USE AND DISPOSITION OF OBJECTS AS WELL AS GUIDELINES FOR MAKING AND RECEIVING LOANS. THE ORGANIZATION HAD NO MATERIAL DEACCESSIONS DURING THE YEARS ENDED JUNE 30, 2024 AND 2023." PART V LINE 4: THE OHIO HISTORICAL SOCIETY FOUNDATION HAS THREE TYPES OF ENDOWMENTS. THESE INCLUDE THE ENDOWMENT FUND AND THE QUASI-ENDOWMENT WHICH ARE THEN TRACKED IN FURTHER DETAIL ON THE ORGANIZATION'S BOOKS. THE PERMANENT ENDOWMENT FUNDS ARE INTENDED TO PROVIDE FOR LONG-TERM NEEDS AND REQUIREMENTS OF THE OHIO HISTORICAL SOCIETY BY PROVIDING A REASONABLE STABLE AND PREDICTABLE FLOW OF FUNDS FROM THE ENDOWMENT TO SUPPORT THE OHIO HISTORICAL SOCIETY'S ANNUAL OPERATING BUDGET. IT IS ALSO THE INTENTION THAT THERE IS NO EROSION OF THE PRINCIPAL OF THE ENDOWMENT FUND. THE QUASI-ENDOWMENT FUNDS CONSIST OF THE FOLLOWING FUNDS; MABRY, MUSEUM COLLECTIONS, FRIENDS OF OHIO HISTORY ENDOWMENT, AND WILLIAM LAIDLAW MEMORIAL QUASI-ENDOWMENT. THE MABRY FUND CONSISTS OF A SIGNIFICANT AMOUNT OF UNRESTRICTED ESTATE FUNDS THAT WERE RECEIVED OVER MULTIPLE YEARS. THE TEMPORARILY RESTRICTED ENDOWMENTS CONSIST OF RESTRICTED FUNDS DESIGNATED BY DONORS FOR EITHER SPECIFIC SITE LOCATIONS OR SPECIFIC OPERATION EXPENSES. 1 OHIO HISTORICAL SOCIETY 800 EAST 17TH AVE COLUMBUS OH 43211 314389673 501(C)(3) 1908652 0 THE GRANT AWARDED TO THE OHIO HISTORICAL SOCIETY, INC. IS FOR THE SUPPORT OF THE PROGRAMS AND MISSION OF THE OHIO HISTORICAL SOCIETY, INC. 1 1 0 0 0 0 0 0 0 0 0 JEFFREY K WARD CHIEF FINANCIAL OFFICER 0 148729 0 0 0 16221 0 0 0 0 0 164950 0 0 PART II LINE 1 THE OHIO HISTORICAL SOCIETY FOUNDATION DOES NOT COMPENSATE ANY OFFICERS, DIRECTORS OR OTHER EMPLOYEES. OFFICERS, DIRECTORS AND OTHER EMPLOYEES ARE COMPENSATED THROUGH THE RELATED ORGANIZATIONS, THE OHIO HISTORICAL SOCIETY. FORM 990, PART VI, SECTION B, LINE 11B THE FORM 990 IS PREPARED BY AN OUTSIDE ACCOUNTING FIRM, THEN REVIEWED INTERNALLY BY THE TRUSTEESHIP AND GOVERNANCE COMMITTEE AND UPPER MANAGEMENT. A COPY OF THE FORM 990 IS PROVIDED TO THE BOARD OF TRUSTEES FOR REVIEW PRIOR TO BEING FILED. FORM 990, PART VI, SECTION B, LINE 12C THE ORGANIZATION ANNUALLY DISTRIBUTES THE CONFLICT OF INTEREST POLICY TO ALL OFFICERS, DIRECTORS, TRUSTEES AND KEY EMPLOYEES AND REVIEWS THE CONFLICT OF INTEREST POLICY WITH THESE INDIVIDUALS ANNUALLY. EACH INDIVIDUAL IS REQUIRED TO MAINTAIN THE HIGHEST STANDARDS, BY PROMPT DISCLOSURE, OR SUBMISSION FOR REVIEW, OR ANY SITUATION OR CIRCUMSTANCE, WHETHER OF NOT COVERED BY THE CODE OF ETHICS, THAT COULD DEVELOP INTO A POSSIBLE CONFLICT OF INTEREST OR MIGHT BE INCONSISTENT WITH THE PHILOSOPHY AND PRINCIPLES OF THE CODE OF ETHICS. FORM 990, PART VI, SECTION B, LINE 15 THE OHIO HISTORICAL SOCIETY FOUNDATION DOES NOT COMPENSATE ANY OFFICERS, DIRECTORS, OR OTHER EMPLOYEES. THEREFORE, A PROCESS FOR DETERMINING COMPENSATION OF OFFICERS, DIRECTORS, TRUSTEES, OR KEY EMPLOYEES IS NOT REQUIRED. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST. FORM 990 PART XII, LINE 2C THE ORGANIZATION HAS NOT CHANGED ITS PROCESS FROM PRIOR YEARS. OHIO HISTORICAL SOCIETY 800 EAST 17TH AVE COLUMBUS OH 43211 314389673 IDENTIFY, AUTHENTICATE, COLLECT, PRESERVE, AND INTERPRET OHIO'S HISTORY. OH 501(C)(3) 170(B)(1)(A)(VI) N/A 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 OHIO HISTORICAL SOCIETY C 1908652 FMV