NonprofitsOhio University Foundation

Education

Ohio University Foundation

ATHENS, OH

Total revenue

$69.7M

Total expenses

$56.2M

Net assets

$785.9M

Grants received

$20.7M

401 grants

EIN

316402269

Tax year

2023

Mission

The Ohio University Foundation is an active partner in Ohio University's mission of education, research, and service. The Foundation provides support for financial aid, research, capital expansion, and other academic initiatives, securing for Ohio University a margin of excellence that otherwise would not be possible.

Financials

FY 2023

Revenue

Contributions & grants$42.1M
Program service revenue
Investment income$27.7M
Other revenue
Total revenue$69.7M

Expenses

Grants paid$38.3M
Salaries & benefits$10.2M
Fundraising$8.4M
Other expenses$7.2M
Total expenses$56.2M
Total assets$792.7M
Net assets$785.9M

People

50 listed

NameRoleCompensation

Nico Karagosian

President & CEO (until FEB 24)

Board

$416K

38 hrs/wk

Candice Casto

Treasurer & CFO

Board

$198K

36 hrs/wk

Casey Christopher

Trustee

Board

1 hrs/wk

Charles Ciuni

Trustee

Board

5 hrs/wk

Cynthia Calhoun

Trustee

Board

1 hrs/wk

Daryl Sybert

Trustee (until APR 2024)

Board

1 hrs/wk

David Abram

Trustee

Board

5 hrs/wk

David Levy

Trustee

Board

3 hrs/wk

David Wolfort

Trustee

Board

2 hrs/wk

Dennis Minichello

Trustee

Board

1 hrs/wk

Diane Smullen

Trustee

Board

1 hrs/wk

Donald Harrison Jr

Trustee

Board

1 hrs/wk

Edward Chow

Trustee

Board

2 hrs/wk

Gregory Hill

Trustee

Board

2 hrs/wk

Gregory Moore

Trustee

Board

1 hrs/wk

Jacqueline Reau

Trustee

Board

2 hrs/wk

Jeffrey Loewy

Trustee

Board

1 hrs/wk

Jeffrey Wright

Trustee

Board

1 hrs/wk

John Day

Trustee and University's VP Finance & Admin (beg NOV 23)

Board

1 hrs/wk

Lori Stewart Gonzalez

Trustee and University President

Board

3 hrs/wk

Mark Arnold

Trustee

Board

6 hrs/wk

Mark Heil

Trustee and University's VP Finance & Admin (until NOV 23)

Board

1 hrs/wk

Melissa Wervey Arnold

Trustee

Board

1 hrs/wk

Paul Gydosh

Trustee

Board

3 hrs/wk

Paul Stewart

Trustee (beg JAN 2024)

Board

1 hrs/wk

R Scott Durcanin

Trustee

Board

1 hrs/wk

Robert Wolfinger

Trustee

Board

7 hrs/wk

Robin Smith

Trustee

Board

2 hrs/wk

Thomas Anderson

Trustee

Board

1 hrs/wk

Timothy Busch

Trustee

Board

5 hrs/wk

William Ball

Trustee

Board

2 hrs/wk

William Hilyard

Trustee

Board

2 hrs/wk

Phyllis Kohler

Trustee

Board

3 hrs/wk

I Robert Rudy

Vice Chair

Board

4 hrs/wk

Lyn Redington

President & CEO (begin FEB 24)

Board

6 hrs/wk

Sandra Anderson

Chair

Board

5 hrs/wk

David Gaume

Chief Investment Officer

Staff

$360K

36 hrs/wk

Major Alston

Senior Associate VP Advancement and Campaign Director

Staff

$210K

38 hrs/wk

Jennifer Bowie

Associate VP of Alumni Relations & Annual Giving and Exec Dir of OUAA

Staff

$177K

40 hrs/wk

Teri Gartland

Assistant Vice President, Major Giving

Staff

$159K

38 hrs/wk

Kelli Kotowski

Assistant Vice President, Gift Planning

Staff

$156K

40 hrs/wk

Joseph Pauwels

Associate VP, Advancement Svcs and Deputy Campaign Director

Staff

$143K

40 hrs/wk

Dawn Tabata

Senior Advisor, Principal Prospects & Donor Strategy

Staff

$135K

40 hrs/wk

Elizabeth Sayrs

Provost

Staff

4 hrs/wk

Maj Mirmirani

Dean, Russ College of Engineering and Technology (until JUL 2023)

Staff

4 hrs/wk

Patrick Fox

Dean, Russ College of Engineering and Technology (Beg JUL 2023)

Staff

4 hrs/wk

Chaden Djalali

Former Provost

Staff

0

Hugh Sherman

Former Trustee and Former University President

Staff

0

M Duane Nellis

Former Trustee and Former University President

Staff

0

Mei Wei

Former Dean, Russ College of Engineering and Technology

Staff

0

Independent contractors

Ruffalo Noel Levitz LLC

Fundraising

$408K

Silchester International Investors LLP

Investment Management

$363K

Hirtle Callaghan & Co

Investment Management

$259K

Fund Evaluation Group LLC

Investment Consultant

$245K

Beach Point Capital Management

Investment Management

$242K

Grants received

Showing 200 of 401

FromAmountPurposeYear
$618K
PHILIP F. & PATRICIA S.
2024
$230K
UNRESTRICTED GENERAL SUPPORT
2024
$200K
Innovative Clinical or Translational Science Nutrition
2024
$147K
EDUCATIONAL
2024
$76K
EDUCATION
2024
$70K
Appalachian Ohio Zero Waste Initiative
2024
$60K
EDUCATION
2024
$50K
FOR RECIPIENT'S EXEMPT PURPOSE
2024
$50K
FAMILY STABILITY
2024
$49K
Acceleration of the Circular Economy
2024
$49K
Maximize Solar, Minimize Waste
2024
$44K
Environmental Reporting Beat
2024
$39K
WILLIAM A. AND MARY BONFIELD, JR. SCHOLARSHIP FUND
2024
$37K
The OHIO Rural Teacher Partnership
2024
$25K
FOR GENERAL PURPOSES
2024
$21K
Habitat for Humanity
2024
$17K
Foodways Innovation Partnership
2024
$15K
SCHOLARSHIPS
2024
$15K
GENERAL OPERATING SUPPORT
2024
$13K
TO SUPPORT PROGRAMMING
2024
$10K
ARTS/CULTURE
2024
$10K
FAMILY MEDICINE CARE
2024
$9K
PROGRAM SUPPORT
2024
$8K
OF WHICH $4,000 IS FOR THE WHITE SCHOLARSHIP IN FORENSICS (#766364) AND $4,000 FOR THE WHITE SCHOLARSHIP IN BUSINESS (#768070), IN HONOR OF JUDGE HAROLD F. WHITE AND JEANETTE WHITE
2024
$8K
TO PROMOTE THE CITY OF CHILLICOTHE AND ROSS COUNTY.
2024
$7K
GENERAL SUPPORT
2024
$5K
Educational
2024
$5K
UNRESTRICTED GENERAL SUPPORT
2024
$3K
MATCHING CONTRIBUTION (GENERAL OPERATING SUPPORT)
2024
$3K
GENERAL OPERATING PURPOSE
2024
$3K
UNRESTRICTED FUNDS
2024
$2K
OPERATING EXPENSES
2024
$1K
FIDELITY MATCHING GIFTS TO EDUCATION
2024
$667
FIDELITY MATCHING GIFTS TO EDUCATION
2024
$500
GENERAL SUPPORT
2024
$200
FIDELITY MATCHING GIFTS TO EDUCATION
2024
$110
TO FURTHER THE ORGANIZATION'S TAX EXEMPT PURPOSE
2024
$100
MATCHING GIFTS
2024
$60
Financial Assistance
2024
$50
FIDELITY MATCHING GIFTS TO EDUCATION
2024
$602K
PHILIP F. & PATRICIA S.
2023
$500K
COMMUNITY SUPPORT
2023
$499K
For grant recipient's exempt purposes
2023
$384K
UNRESTRICTED GENERAL SUPPORT
2023
$200K
Innovative Clinical or Translational Science Nutrition
2023
$154K
EDUCATION
2023
$143K
UNRESTRICTED GRANT
2023
$138K
Innovative Clinical or Translational Science New Health Disparities
2023
$103K
GENERAL SUPPORT
2023
$100K
Support for the Ohio University Russ College of En
2023
$100K
Growing STEM education in Appalachian Ohio
2023
$68K
CHARITABLE DONATION
2023
$60K
Appalachian Ohio Zero Waste Initiative
2023
$60K
HUMAN SERVICES
2023
$55K
Held in Sugar Bush Fdn. distribution account for future awards
2023
$50K
SCHOLARSHIPS & FINANCIAL AID
2023
$50K
EDUCATION
2023
$43K
Habitat for Humanity
2023
$40K
PROJECT SUPPORT
2023
$40K
New Project 1 Athens Circular Economy
2023
$31K
EDUCATION
2023
$30K
Program Support
2023
$30K
Passion Works Creative Abundance Model
2023
$25K
RURAL TEACHERS
2023
$25K
New Project 2 Athens Independent
2023
$25K
New Project 3 Foodways Innovation
2023
$25K
Building True Pigments: Acid Mine Drainage for Pigment Project.
2023
$24K
FOR GENERAL PURPOSES
2023
$24K
WILLIAM A. & MARY BONFIELD, JR. SCHOLARSHIP FUND :OH UNIVERSITY FDN
2023
$21K
FOR RECIPIENT'S EXEMPT PURPOSE
2023
$15K
SCHOLARSHIPS
2023
$14K
TO FURTHER THE ORGANIZATION'S TAX EXEMPT PURPOSE
2023
$12K
MATCHING GIFTS
2023
$10K
Educational Purposes
2023
$10K
ARTS AND HUMANITIES
2023
$10K
EDUCATION
2023
$8K
GENERAL OPERATING SUPPORT
2023
$8K
EDUCATION
2023
$8K
DONOR ADVISED FUND
2023
$8K
TO PROMOTE THE CITY OF CHILLICOTHE AND ROSS COUNTY.
2023
$6K
Heritage College of Osteopathic Medicine: Aspiring Doctors Pre-College Program 2023
2023
$6K
COMMUNITY PROGRESS
2023
$6K
TO PROVIDE SUPPORT TOWARD HERITAGE COLLEGE DUBLIN CAMPUS STUDENT SCHOLARSHIPS.
2023
$5K
Program Support
2023
$5K
ENDOWED SCHOLARSHIP
2023
$4K
PROGRAM/OPERATING SUPPORT
2023
$4K
EMPLOYEE ENGAGEMENT\VOLUNTEER LEADERSHIP GRANT
2023
$3K
UNDERGRADUATE SCHOLAR AWARDS
2023
$3K
UNRESTRICTED FUNDS
2023
$2K
GENERAL OPERATING PURPOSE
2023
$2K
OPERATING EXPENSES
2023
$1K
Volunteer Gift
2023
$1K
Volunteer Gift
2023
$1K
Matching Gifts
2023
$1K
STUDENT SCHOLARSHIP
2023
$1K
SCHOLARSHIPS
2023
$500
GENERAL SUPPORT
2023
$500
PROGRAM SUPPORT AND/OR OPERATING
2023
$350
OTHER CIVIC / COMMUNITY
2023
$300
TO FURTHER EXEMPT PURPOSE
2023
$250
To support students& staff in achieving theiracademic & education goals
2023
$250
educational support
2023
$100
EDUCATIONAL INSTITUTIONS AND RELATED ACTIVITIES
2023
$100
OTHER CIVIC / COMMUNITY
2023
$75
Matching Gift
2023
$571K
EDUCATION
2022
$540K
COLLEGE OF BUS FD/SPORTS
2022
$500K
AN UNRESTRICTED GRANT TO FURTHER THE DONEE'S EXEMPT PURPOSE
2022
$500K
UNRESTRICTED GRANT
2022
$250K
COMMUNITY SUPPORT
2022
$225K
For grant recipient's exempt purposes
2022
$199K
Innovative Clinical or Translational Science Health Disparities
2022
$138K
Innovative Clinical or Translational Science New Health Disparities
2022
$109K
GENERAL SUPPORT
2022
$100K
ARTS AND HUMANITIES
2022
$79K
Sustainable Social Enterprise Development .
2022
$77K
Initiative for Appalachian Food and Culture.
2022
$69K
Appalachian Ohio Zero Waste Initiative.
2022
$50K
Unrestricted General Support
2022
$50K
PROGRAM SUPPORT
2022
$50K
EDUCATION
2022
$50K
Support forathletic programsof public university
2022
$50K
SCHOLARSHIPS & FINANCIAL AID
2022
$50K
Amplifying Assets through the Creative Abundance Model.
2022
$38K
CHARITABLE DONATION
2022
$32K
Building True Pigments: Acid Mine Drainage for Pigment Project.
2022
$30K
EDUCATION
2022
$25K
PENDEN STADIUM FIELD RENO FUND
2022
$25K
UNRESTRICTED GENERAL SUPPORT
2022
$25K
GENERAL
2022
$24K
SCHOLARSHIP WITH CRITERIA
2022
$23K
FOR GENERAL PURPOSES
2022
$20K
Educational Purposes
2022
$20K
FY'22 MATCHING GIFTS
2022
$19K
DUBLIN CAMPUS MEDICAL ACADEMY PROGRAM
2022
$18K
Student development/education grants
2022
$17K
FOR RECIPIENT'S EXEMPT PURPOSE
2022
$14K
GENERAL SUPPORT
2022
$13K
TO SUPPORT PARTNERSHIP BETWEEN UNIVERSITIES
2022
$13K
Program Support
2022
$11K
MATCHING GIFTS
2022
$10K
SUPPORT THE 2023 MUSIC INDUSTRY SUMMIT
2022
$10K
SUPPORT FOR THE STUDENT RELIEF FUND AND THE POST STUDENT NEWSPAPER
2022
$10K
ARTS AND HUMANITIES
2022
$8K
GENERAL FUND
2022
$8K
DONOR ADVISED FUND
2022
$5K
GENERAL SUPPORT
2022
$5K
SUPPORT FOR THE TYLER WEYMOUTH ENDOWMENT
2022
$5K
Program Support
2022
$5K
TO PROVIDE SUPPORT TOWARD HERITAGE COLLEGE STUDENT SCHOLARSHIPS.
2022
$5K
R. RANDOLPH APGAR SCHOLARSHIP FOR ETHICS IN JOURNALISM
2022
$5K
General & Unrestricted
2022
$5K
ENDOWED SCHOLARSHIP
2022
$5K
TO SUPPORT THE ORGANIZATION IN CARRYING OUT THEIR EXEMPT PURPOSE.
2022
$4K
UNDERGRADUATE SCHOLAR AWARDS
2022
$4K
PROGRAM/OPERATING SUPPORT
2022
$4K
VOLUNTEER LEADERSHIP GRANT
2022
$3K
TO FURTHER THEIR EXPRESSED CHARITABLE PURPOSE
2022
$3K
GENERAL OPERATING SUPPORT
2022
$3K
UNRESTRICTED FUNDS
2022
$3K
GENERAL SUPPORT
2022
$2K
STUDENT SCHOLARSHIP
2022
$1K
MIP PAYOUT FOR 05/04/2022
2022
$1K
CHARITABLE
2022
$1K
EMPLOYEE GIVING PROGRAM
2022
$1K
EMPLOYEE GIVING PROGRAM
2022
$530
EMPLOYEE MATCHING
2022
$500
GENERAL SUPPORT
2022
$500
To support students& staff in achieving theiracademic & education goals
2022
$200
MATCHING GIFTS
2022
$110
CHARITABLE SUPPORT
2022
$100
GENERAL OPERATING PURPOSES
2022

Funded by

$20.7M from 137 funders · 401 grants · 2017–2024

Fidelity Investments Charitable Gift Fund

$3.0M · 8 grants · 2017–2023

Philip & Patricia Muck Charitable Foundation

$2.4M · 9 grants · 2020–2024

Donor Advised Charitable Giving Inc

$1.6M · 7 grants · 2017–2023

The Cleveland Clinic Foundation

$1.3M · 3 grants · 2020–2023

Sugar Bush Foundation-Sro Co Ohio Univ

$1.2M · 26 grants · 2020–2024

Margaret And Robert Walter Foundation

$1.0M · 3 grants · 2020

Charles & Lucille King Family

$950K · 2 grants · 2020–2022

Columbus Foundation

$923K · 7 grants · 2020–2024

Details

EIN316402269
NTEE codeB110
Subsection03
Ruling date1955-03
Formed1945
Employees106
Volunteers591
OHIO UNIVERSITY FOUNDATION — Mission, Financials & Grants Received | Grantivo