Form990
Click to see attachment
Department of the Treasury
Internal Revenue Service
Return of Organization Exempt From Income Tax
Under section 501(c), 527, or 4947(a)(1) of the Internal Revenue Code (except black lung benefit trust or private foundation)

MediumBullet The organization may have to use a copy of this return to satisfy state reporting requirements.
OMB No. 1545-0047
2010
Open to Public Inspection
A For the calendar year, or tax year beginning 01-01-2010 and ending 12-31-2010
BCheck if applicable:
CName of organization
OHIO STATE BAR FOUNDATION
 
Doing Business As
 
 
Number and street (or P.O. box if mail is not delivered to street address)
PO BOX 16562
 
Room/suite
City or town, state or country, and ZIP + 4
COLUMBUS, OH432166562
D Employer identification number

31-6054093
E Telephone number

G Gross receipts $ 8,013,184
F Name and address of principal officer:
DAVID B BENNETT
1700 LAKE SHORE DRIVE
COLUMBUS,OH43204
I
Tax-exempt status: (   ) LeftBullet (insert no.) or
J
Website:MediumBullet
WWW.OSBF.NET
H(a)
Is this a group return for
affiliates?
H(b)
Are all affiliates included?
If "No," attach a list. (see instructions)
H(c)
Group exemption number MediumBullet  
K Form of organization:
 
L Year of formation: 1951
M State of legal domicile: OH
Part I
Summary
Activities & Governance 1 Briefly describe the organization’s mission or most significant activities: PROMOTING PUBLIC UNDERSTANDING OF THE LAW AND IMPROVEMENTS IN THE JUSTICE SYSTEM THROUGHOUT OHIO.
2 Check this box MediumBullet
3 Number of voting members of the governing body (Part VI, line 1a) .... 3 19
4 Number of independent voting members of the governing body (Part VI, line 1b) .... 4 19
5 Total number of individuals employed in calendar year 2010 (Part V, line 2a) ... 5 9
6 Total number of volunteers (estimate if necessary) .... 6 155
7a Total unrelated business revenue from Part VIII, column (C), line 12 .. 7a 0
b Net unrelated business taxable income from Form 990-T, line 34 .. 7b 0
Revenues; Prior Year Current Year
8 Contributions and grants (Part VIII, line 1h) ......... 154,678 619,326
9 Program service revenue (Part VIII, line 2g) ......... 7,380 5,600
10 Investment income (Part VIII, column (A), lines 3, 4, and 7d ) .... -127,143 870,220
11 Other revenue (Part VIII, column (A), lines 5, 6d, 8c, 9c, 10c, and 11e) 0 0
12 Total revenue—add lines 8 through 11 (must equal Part VIII, column (A), line 12)................... 34,915 1,495,146
Expenses; 13 Grants and similar amounts paid (Part IX, column (A), lines 1–3 )... 404,882 896,824
14 Benefits paid to or for members (Part IX, column (A), line 4) .... 0 0
15 Salaries, other compensation, employee benefits (Part IX, column (A), lines 5–10) 464,940 378,420
16a Professional fundraising fees (Part IX, column (A), line 11e).... 0 0
b Total fundraising expenses (Part IX, column (D), line 25) MediumBullet137,361    
17 Other expenses (Part IX, column (A), lines 11a–11d, 11f–24f).... 453,731 425,332
18 Total expenses. Add lines 13–17 (must equal Part IX, column (A), line 25) 1,323,553 1,700,576
19 Revenue less expenses. Subtract line 18 from line 12...... -1,288,638 -205,430
Net Assets or Fund Balances; Beginning of Current Year End of Year
20 Total assets (Part X, line 16)............ 28,791,837 31,130,757
21 Total liabilities (Part X, line 26)............ 397,211 1,174,477
22 Net assets or fund balances. Subtract line 21 from line 20 ..... 28,394,626 29,956,280
Part II
Signature Block
Under penalties of perjury, I declare that I have examined this return, including accompanying schedules and statements, and to the best of my knowledge and belief, it is true, correct, and complete. Declaration of preparer (other than officer) is based on all information of which preparer has any knowledge.
Sign Here
JumboBullet
Signature of officer Date
JumboBullet
Type or print name and title.
Paid Preparer's Use Only Preparer's
signatureBig Right Arrow 		Date
right pointing bullet image Preparer’s taxpayer identification number
(see instructions)
Firm’s name (or yours
if self-employed),
address, and ZIP + 4Big Right Arrow




 		EIN right pointing bullet image
Phone no. right pointing bullet image
May the IRS discuss this return with the preparer shown above? (see instructions) .........
For Privacy Act and Paperwork Reduction Act Notice, see the separate instructions.
Cat. No. 11282Y
Form 990 (2010)
Form 990 (2010)
Page 2
Part III
Statement of Program Service Accomplishments
Check if Schedule O contains a response to any question in this Part III . . . . . . . . . .
1
Briefly describe the organization’s mission: THE OHIO STATE BAR FOUNDATION IS A MEMBERSHIP ORGANIZATION OF ATTORNEYS AND JUDGES, DEDICATED TO THE MISSION OF PROMOTING PUBLIC UNDERSTANDING OF THE LAW AND IMPROVEMENTS IN THE JUSTICE SYSTEM THROUGHOUT OHIO. THE OHIO STATE BAR FOUNDATION IS A NONPROFIT CORPORATION UNDER OHIO LAW, ORGANIZED FOR EDUCATIONAL, LITERARY, SCIENTIFIC AND CHARITABLE PURPOSES. THE OHIO STATE BAR FOUNDATION SHALL BE KNOWN AND CONSIDERED AS "THE PROFESSIONAL HONORARY OF OHIO LAWYERS". AS THE CHARITABLE ARM OF THE OHIO STATE BAR ASSOCIATION, THE FOUNDATION ADVANCES THE PHILANTHROPIC INTEREST OF OHIO'S LAWYERS TO RECOGNIZE EXCELLENCE, IMPROVE THE JUSTICE SYSTEM, AND ENHANCE PUBLIC UNDERSTANDING OF THE LAW.
2
Did the organization undertake any significant program services during the year which were not listed on
the prior Form 990 or 990-EZ? ....................
If “Yes,” describe these new services on Schedule O.
3
Did the organization cease conducting, or make significant changes in how it conducts, any program services? ..........................
If “Yes,” describe these changes on Schedule O.
4
Describe the exempt purpose achievements for each of the organization’s three largest program services by expenses.
Section 501(c)(3) and 501(c)(4) organizations and section 4947(a)(1) trusts are required to report the amount of grants and allocations to others, the total expenses, and revenue, if any, for each program service reported.
4a (Code:   ) (Expenses $ 1,027,424 including grants of $ 896,824 ) (Revenue $ 5,600 )
THE OHIO STATE BAR FOUNDATION FULFILLS ITS MISSION OF PROMOTING PUBLIC UNDERSTANDING OF THE LAW AND IMPROVEMENTS IN THE JUSTICE SYSTEM THROUGHOUT OHIO THROUGH GRANTS TO ORGANIZATIONS AND PROGRAMS THAT ADVANCE THAT MISSION; THROUGH PROGRAMS DEVELOPED BY ITS VOLUNTEERS INCLUDING THE CREATION AND DISTRIBUTION OF A CURRICULUM FOR COLLEGE JOURNALISM STUDENTS TO TEACH THE BASICS OF REPORTING ON THE LEGAL SYSTEM; AN ONLINE LEGAL INFORMATION SOURCE (OLIS) THAT CATALOGUES RESOURCES IN OHIO THAT CONTRIBUTE TO OUR MISSION; A BOOK FOR ELEMENTARY STUDENTS TEACHING THE BASICS OF THE LEGAL SYSTEM; A PUBLIC SERVICE CAMPAIGN DESIGNED TO INCREASE AWARENESS AND UTILIZATION OF ADVANCE DIRECTIVES FOR HEALTH CARE; A MENTORING TOOL TO ASSIST INDIVIDUALS WORKING WITH YOUTH IN AN EFFORT TO MITIGATE BEHAVIORS LIKELY TO RESULT IN CONTACT WITH THE LEGAL SYSTEM; A WEBSITE (LINCOHIO.ORG) DESIGNED TO ASSIST EMERGING NONPROFITS AS THEY NAVIGATE REGULATORY, LEGAL AND DEVELOPMENTAL ISSUES; A DVD FOR SOMALI REFUGEES TO HELP THEM UNDERSTAND HOW LAWS IMPACT THEIR LIVES DAILY; THE CREATION OF WEB BASED INFORMATION TO ASSIST INDIVIDUALS WHO MUST REPRESENT THEMSELVES IN COURT AND COMPANION MATERIALS FOR USE BY COURTS, LIBRARIES AND OTHERS SERVING THOSE INDIVIDUALS; ANTI-RACISM EDUCATIONAL MATERIALS TO RAISE AWARENESS WITHIN THE JUSTICE SYSTEM; PILOT PROGRAMS DESIGNED TO IMPROVE THE ACCESS AND EXPERIENCE OF INDIVIDUALS WITH THE COURTS AND TO IMPACT THE ROLE OF THE COURT AS AN INSTITUTION OF LAST RESORT IN THE COMMUNITY; THE DEVELOPMENT OF A MODEL DISCIPLINARY POLICY FOR COURT INTERPRETERS, TRANSLITERATORS AND TRANSLATORS; PUBLICATIONS TO AID UNDERSTANDING OF ASPECTS OF THE LAW AND THE LEGAL SYSTEM; AND RECOGNITION OF INDIVIDUALS AND PROGRAMS OR ORGANIZATIONS WHOSE WORK PROMOTES PUBLIC UNDERSTANDING OF THE LAW OR IMPROVEMENTS IN THE JUSTICE SYSTEM. THE FOUNDATION PROVIDES GRANTS FROM ITS GENERAL GRANT FUND TO ORGANIZATIONS AND PROGRAMS THAT FURTHER THE FOUNDATION'S MISSION OF PROMOTING PUBLIC UNDERSTANDING OF THE LAW AND IMPROVEMENTS IN THE JUSTICE SYSTEM THROUGHOUT OHIO. THE FOUNDATION ALSO PROVIDES GRANTS FROM ITS CONTINUING LEGAL EDUCATION FUND TO ORGANIZATIONS AND PROGRAMS FOR THE CHARITABLE PURPOSES INCLUDED IN THE PURPOSE OF THAT FUND.
4b (Code:   ) (Expenses $ 212,185 including grants of $   ) (Revenue $   )
THE FOUNDATION DEVELOPS AND PRESENTS PROGRAMS DESIGNED TO PROMOTE PUBLIC UNDERSTANDING OF THE LAW AND IMPROVEMENT IN THE JUSTICE SYSTEM THROUGHOUT OHIO. FOUNDATION VOLUNTEERS PROVIDE A SIGNIFICANT PORTION OF THE HUMAN RESOURCES FOR THIS PROCESS. IN 2008, THE FOUNDATION COMPLETED, CONTINUED, AND LAUNCHED SEVERAL DIFFERENT PROJECTS. THESE PROJECTS INCLUDED THE COMPLETION OF THE FELLOWS CLASS OF 2006 PROJECT, "KEYS TO THE COURTROOM" AND CONTINUATION OF THE FELLOWS CLASS OF 2007 PROJECT, "KNOWLEDGE IS POWER: MAGNIFYING RIGHTS, RESPONSIBILITIES, AND RESOURCES FOR FOSTER YOUTH." THE "KEYS TO THE COURTROOM" HELPED CREATE A RESOURCE NOT ONLY FOR INDIVIDUALS WHO CHOOSE TO REPRESENT THEMSELVES IN THE COURT SYSTEM, BUT ALSO A RESOURCE FOR JUDGES AND LAWYERS TO DEAL MORE EFFECTIVELY WITH THOSE WHO REPRESENT THEMSELVES. THE "KNOWLEDGE IS POWER: MAGNIFYING RIGHTS, RESPONSIBILITIES, AND RESOURCES FOR FOSTER YOUTH" WAS A PROGRAM DEVELOPED TO HELP YOUNG ADULTS REALIZE THEIR RIGHTS AND RESPONSIBILITIES AS THEY AGE OUT OF THE FOSTER CARE SYSTEM, WHILE ALSO DIRECTING THEM TO HELPFUL RESOURCES. THE FELLOWS CLASS OF 2008 LAUNCHED A NEW PROJECT, "REPAIRING RECIDIVISM: HELPING EX-OFFENDERS SUCCESSFULLY REENTER SOCIETY." THIS PROGRAM WAS DESIGNED TO PROVIDE A RESOURCE AND HELP RAISE AWARENESS OF OPTIONS AND OPPORTUNITIES FOR LOCAL REENTRY SUCCESS. THE 2009 FELLOWS CLASS LAUNCHED B4U SEND, A CAMPAIGN TO EDUCATE MIDDLE SCHOOL STUDENTS ABOUT THEIR RIGHTS AND RESPONSIBILITIES OF SEXTING AND CYBERBULLYING.THE FOUNDATION HAS SUPPORTED PROGRAMS IN TWO OHIO COUNTIES DESIGNED TO BRING PRIVATE CITIZENS, SERVICE PROVIDERS AND COURT PERSONNEL TOGETHER TO DEVELOP PILOT PROGRAMS TO IMPROVE THE ACCESS AND EXPERIENCE OF INDIVIDUALS WITH THE COURT AND TO ADDRESS THE ROLE THE COURTS PLAY AS AN INSTITUTION OF LAST RESORT IN THE COMMUNITY. THE FOUNDATION PROVIDED SUPPORT FOR THE PILOT PROJECT FOCUSING ON PRISONER REENTRY IN CONJUNCTION WITH THE WORK OF ONE OF THESE WORKING COMMUNITY GROUPS. THE FOUNDATION DESIGNED A SYSTEM FOR STATEWIDE DISTRIBUTION OF MATERIALS DEVELOPED BY THE COMMUNITY GROUP TO THE OTHER COUNTY. THESE MATERIALS ARE DESIGNED TO PROVIDE CITIZENS WITH THE BASIC UNDERSTANDING OF LOCAL COURTS, THEIR JURISDICTIONS AND TERMS AND PROCEDURES. THE FOUNDATION PROVIDED SUPPORT FOR THE DEVELOPMENT OF MODEL CODE OF ETHICS AND CONDUCT FOR JUDICIARY INTERPRETERS, TRANSLITERATORS, AND TRANSLATORS. THE FOUNDATION DISTRIBUTES PUBLICATION DESIGNED TO EDUCATE THE PUBLIC ABOUT VARIOUS ASPECTS OF THE LAW. THE FOUNDATION ALSO PRESENTS AWARDS TO INDIVIDUALS AND ORGANIZATIONS THROUGHOUT THE STATE FOR THEIR WORK TOWARD EXPANDING THE ABILITY OF THE PUBLIC TO UNDERSTAND THE LAW OR FOR IMPROVEMENTS TO THE ADMINISTRATION OF JUSTICE.
4c (Code:   ) (Expenses $   including grants of $   ) (Revenue $   )
4d Other program services. (Describe in Schedule O.)
(Expenses $   including grants of $   ) (Revenue $   )
4e Total program service expensesMediumBullet$ 1,239,609
Form 990 (2010)
Form 990 (2010)
Page 3
Part IV
Checklist of Required Schedules
Yes
No
1
Is the organization described in section 501(c)(3) or 4947(a)(1) (other than a private foundation)? If “Yes,” complete Schedule AClick to see attachment.....................
1
Yes
 
2
Is the organization required to complete Schedule B, Schedule of Contributors? Click to see attachment........
2
Yes
 
3
Did the organization engage in direct or indirect political campaign activities on behalf of or in opposition to candidates for public office? If “Yes,” complete Schedule C, Part I..........
3
 
No
4
Section 501(c)(3) organizations. Did the organization engage in lobbying activities? If “Yes,” complete Schedule C,
Part II.........................
4
 
No
5
Is the organization a section 501(c)(4), 501(c)(5), or 501(c)(6) organization that receives membership dues, assessments, or similar amounts as defined in Revenue Procedure 98-19? If “Yes,” complete Schedule C, Part III........................
5
 
 
6
Did the organization maintain any donor advised funds or any similar funds or accounts where donors have the right to provide advice on the distribution or investment of amounts in such funds or accounts? If “Yes,” complete
Schedule D, Part IClick to see attachment.......................
6
 
No
7
Did the organization receive or hold a conservation easement, including easements to preserve open space,
the environment, historic land areas or historic structures? If “Yes,” complete Schedule D, Part IIClick to see attachment...
7
 
No
8
Did the organization maintain collections of works of art, historical treasures, or other similar assets? If “Yes,” complete Schedule D, Part III Click to see attachment....................
8
 
No
9
Did the organization report an amount in Part X, line 21; serve as a custodian for amounts not listed in Part X; or provide credit counseling, debt management, credit repair, or debt negotiation services? If “Yes,”
complete Schedule D, Part IVClick to see attachment...................
9
 
No
10
Did the organization, directly or through a related organization, hold assets in term, permanent,or quasi-endowments? If “Yes,” complete Schedule D, Part VClick to see attachment
10
Yes
 
11
If the organization’s answer to any of the following questions is ‘Yes,’ then complete Schedule D, Parts VI, VII, VIII, IX, or X as applicable:
a
Did the organization report an amount for land, buildings, and equipment in Part X, line10? If “Yes,” complete Schedule D, Part VI.Click to see attachment
11a
Yes
 
b
Did the organization report an amount for investments—other securities in Part X, line 12 that is 5% or more of its total assets reported in Part X, line 16? If “Yes,” complete Schedule D, Part VII.Click to see attachment
11b
 
No
c
Did the organization report an amount for investments—program related in Part X, line 13 that is 5% or more of its total assets reported in Part X, line 16? If “Yes,” complete Schedule D, Part VIII.Click to see attachment
11c
 
No
d
Did the organization report an amount for other assets in Part X, line 15 that is 5% or more of its total assets reported in Part X, line 16? If “Yes,” complete Schedule D, Part IX.Click to see attachment
11d
 
No
e
Did the organization report an amount for other liabilities in Part X, line 25? If “Yes,” complete Schedule D, Part X.Click to see attachment
11e
 
No
f
Did the organization’s separate or consolidated financial statements for the tax year include a footnote that addresses the organization’s liability for uncertain tax positions under FIN 48 (ASC 740)? If “Yes,” complete Schedule D, Part X.Click to see attachment
11f
Yes
 
12a
Did the organization obtain separate, independent audited financial statements for the tax year? If “Yes,” complete Schedule D, Parts XI, XII, and XIII Click to see attachment
12a
Yes
 
b
Was the organization included in consolidated, independent audited financial statements for the tax year? If “Yes,” and if the organization answered ‘No’ to line 12a, then completing Schedule D, Parts XI, XII, and XIII is optional Click to see attachment
12b
 
No
13
Is the organization a school described in section 170(b)(1)(A)(ii)? If “Yes,” complete Schedule E
13
 
No
14a
Did the organization maintain an office, employees, or agents outside of the United States?....
14a
 
No
b
Did the organization have aggregate revenues or expenses of more than $10,000 from grantmaking, fundraising, business, and program service activities outside the United States? If “Yes,” complete Schedule F, Part I.........
14b
 
No
15
Did the organization report on Part IX, column (A), line 3, more than $5,000 of grants or assistance to any organization or entity located outside the U.S.? If “Yes,” complete Schedule F, Part II..
15
 
No
16
Did the organization report on Part IX, column (A), line 3, more than $5,000 of aggregate grants or assistance to individuals located outside the U.S.? If “Yes,” complete Schedule F, Part III..
16
 
No
17
Did the organization report a total of more than $15,000, of expenses for professional fundraising services on Part IX, column (A), lines 6 and 11e? If “Yes,” complete Schedule G, Part I
17
 
No
18
Did the organization report more than $15,000 total of fundraising event gross income and contributions on Part VIII, lines 1c and 8a? If “Yes,” complete Schedule G, Part II..........
18
 
No
19
Did the organization report more than $15,000 of gross income from gaming activities on Part VIII, line 9a? If “Yes,” complete Schedule G, Part III...................
19
 
No
Form 990 (2010)
Form 990 (2010)
Page 4
Part IV
Checklist of Required Schedules (continued)
20a
Did the organization operate one or more hospitals? If “Yes,” complete Schedule H.....
20a
 
No
b
Did the organization attach its audited financial statement to this return? Note: All Form 990 filers that operate one or more hospitals must attach audited financial statements. .....
20b
 
 
21
Did the organization report more than $5,000 of grants and other assistance to governments and organizations in the United States on Part IX, column (A), line 1? If “Yes,” complete Schedule I, Parts I and II.. Click to see attachment
21
Yes
 
22
Did the organization report more than $5,000 of grants and other assistance to individuals in the United States on Part IX, column (A), line 2? If “Yes,” complete Schedule I, Parts I and III..... Click to see attachment
22
 
No
23
Did the organization answer “Yes” to Part VII, Section A, questions 3, 4, or 5, about compensation of the organization’s current and former officers, directors, trustees, key employees, and highest compensated employees? If “Yes,” complete Schedule J................
23
 
No
24a
Did the organization have a tax-exempt bond issue with an outstanding principal amount of more than $100,000 as of the last day of the year, that was issued after December 31, 2002? If “Yes,” answer questions 24b–24d and complete Schedule K. If “No,” go to line 25................
24a
 
No
b
Did the organization invest any proceeds of tax-exempt bonds beyond a temporary period exception?...
24b
 
 
c
Did the organization maintain an escrow account other than a refunding escrow at any time during the year
to defease any tax-exempt bonds?......................
24c
 
 
d
Did the organization act as an “on behalf of” issuer for bonds outstanding at any time during the year?...
24d
 
 
25a
Section 501(c)(3) and 501(c)(4) organizations. Did the organization engage in an excess benefit transaction with a disqualified person during the year? If “Yes,” complete Schedule L, Part I......
25a
 
No
b
Is the organization aware that it engaged in an excess benefit transaction with a disqualified person in a prior year, and that the transaction has not been reported on any of the organization’s prior Forms 990 or 990-EZ? If “Yes,” complete Schedule L, Part I................
25b
 
No
26
Was a loan to or by a current or former officer, director, trustee, key employee, highly compensated employee, or disqualified person outstanding as of the end of the organization’s tax year? If “Yes,” complete Schedule L,
Part II...........................
26
 
No
27
Did the organization provide a grant or other assistance to an officer, director, trustee, key employee, substantial contributor, or a grant selection committee member, or to a person related to such an individual? If “Yes,” complete Schedule L, Part III...............
27
 
No
28
Was the organization a party to a business transaction with one of the following parties? (see Schedule L, Part IV instructions for applicable filing thresholds, conditions, and exceptions):
a
A current or former officer, director, trustee, or key employee? If “Yes,” complete Schedule L, Part IV .........................
28a
 
No
b
A family member of a current or former officer, director, trustee, or key employee? If “Yes,”
complete Schedule L, Part IV...................
28b
 
No
c
An entity of which a current or former officer, director, trustee, or key employee (or a family member thereof) was an officer, director, trustee, or owner? If “Yes,” complete Schedule L, Part IV..
28c
 
No
29
Did the organization receive more than $25,000 in non-cash contributions? If “Yes,” complete Schedule M
29
 
No
30
Did the organization receive contributions of art, historical treasures, or other similar assets, or qualified conservation contributions? If “Yes,” complete Schedule M............
30
 
No
31
Did the organization liquidate, terminate, or dissolve and cease operations? If “Yes,” complete Schedule N,
Part I...........................
31
 
No
32
Did the organization sell, exchange, dispose of, or transfer more than 25% of its net assets? If “Yes,” complete Schedule N, Part II.......................
32
 
No
33
Did the organization own 100% of an entity disregarded as separate from the organization under Regulations sections 301.7701-2 and 301.7701-3? If “Yes,” complete Schedule R, Part I........
33
 
No
34
Was the organization related to any tax-exempt or taxable entity? If “Yes,” complete Schedule R, Parts II, III, IV, and V, line 1.....................
34
 
No
35
Is any related organization a controlled entity within the meaning of section 512(b)(13)? .....
35
 
No
a
Did the organization receive any payment from or engage in any transaction with a controlled entity within the meaning of section 512(b)(13)? If “Yes,” complete Schedule R, Part V, line 2...
36
Section 501(c)(3) organizations. Did the organization make any transfers to an exempt non-charitable related organization? If “Yes,” complete Schedule R, Part V, line 2...........
36
 
No
37
Did the organization conduct more than 5% of its activities through an entity that is not a related organization and that is treated as a partnership for federal income tax purposes? If “Yes,” complete Schedule R, Part VI
37
 
No
38
Did the organization complete Schedule O and provide explanations in Schedule O for Part VI, lines 11 and 19? Note. All Form 990 filers are required to complete Schedule O. ............
38
Yes
 
Form 990 (2010)
Form 990 (2010)
Page 5
Part V
Statements Regarding Other IRS Filings and Tax Compliance
Check if Schedule O contains a response to any question in this Part V . . . . . . . . . .
Yes
No
1a
Enter the number reported in Box 3 of Form 1096. Enter -0- if not applicable. .......
1a
8
b
Enter the number of Forms W-2G included in line 1a. Enter -0- if not applicable.
1b
0
c
Did the organization comply with backup withholding rules for reportable payments to vendors and reportable gaming (gambling) winnings to prize winners? ..................
1c
Yes
 
2a
Enter the number of employees reported on Form W-3, Transmittal of Wage and Tax Statements filed for the calendar year ending with or within the year covered by this return .....................
2a
9
b
If at least one is reported on line 2a, did the organization file all required federal employment tax returns?

Note. If the sum of lines 1a and 2a is greater than 250, you may be required to e-file. (see instructions)
2b
Yes
 
3a
Did the organization have unrelated business gross income of $1,000 or more during the year?.............................
3a
 
No
b
If “Yes,” has it filed a Form 990-T for this year? If “No,” provide an explanation in Schedule O.....
3b
 
 
4a
At any time during the calendar year, did the organization have an interest in, or a signature or other authority over, a financial account in a foreign country (such as a bank account or securities account)?.......................
4a
 
No
b
If "Yes," enter the name of the foreign country: MediumBullet
See instructions for filing requirements for Form TD F 90-22.1, Report of Foreign Bank and Financial Accounts.
5a
Was the organization a party to a prohibited tax shelter transaction at any time during the tax year?..
5a
 
No
b
Did any taxable party notify the organization that it was or is a party to a prohibited tax shelter transaction?
5b
 
No
c
If “Yes” to line 5a or 5b, did the organization file Form 8886-T? ........
5c
 
 
6a
Does the organization have annual gross receipts that are normally greater than $100,000, and did the organization solicit any contributions that were not tax deductible?..........
6a
 
No
b
If “Yes,” did the organization include with every solicitation an express statement that such contributions or gifts were not tax deductible?........................
6b
 
 
7
Organizations that may receive deductible contributions under section 170(c).
a
Did the organization receive a payment in excess of $75 made partly as a contribution and partly for goods and services provided to the payor?....................
7a
 
No
b
If “Yes,” did the organization notify the donor of the value of the goods or services provided?.....
7b
 
 
c
Did the organization sell, exchange, or otherwise dispose of tangible personal property for which it was required to file Form 8282?...........................
7c
 
No
d
If “Yes,” indicate the number of Forms 8282 filed during the year ....
7d
 
e
Did the organization receive any funds, directly or indirectly, to pay premiums on a personal benefit contract?..........................
7e
 
No
f
Did the organization, during the year, pay premiums, directly or indirectly, on a personal benefit contract?..
7f
 
No
g
If the organization received a contribution of qualified intellectual property, did the organization file Form 8899 as required?...................
7g
 
 
h
If the organization received a contribution of cars, boats, airplanes, or other vehicles, did the organization file a Form 1098-C?...............
7h
 
 
8
Sponsoring organizations maintaining donor advised funds and section 509(a)(3) supporting organizations. Did the supporting organization, or a donor advised fund maintained by a sponsoring organization, have excess business holdings at any time during the year?................
8
 
 
9
Sponsoring organizations maintaining donor advised funds.
a
Did the organization make any taxable distributions under section 4966?.........
9a
 
 
b
Did the organization make a distribution to a donor, donor advisor, or related person?......
9b
 
 
10
Section 501(c)(7) organizations. Enter:
a
Initiation fees and capital contributions included on Part VIII, line 12 ...
10a
 
b
Gross receipts, included on Form 990, Part VIII, line 12, for public use of club facilities
10b
 
11
Section 501(c)(12) organizations. Enter:
a
Gross income from members or shareholders .........
11a
 
b
Gross income from other sources (Do not net amounts due or paid to other sources against amounts due or received from them.) ........
11b
 
12a
Section 4947(a)(1) non-exempt charitable trusts. Is the organization filing Form 990 in lieu of Form 1041?
12a
 
 
b
If “Yes,” enter the amount of tax-exempt interest received or accrued during the year.
12b
 
13
Section 501(c)(29) qualified nonprofit health insurance issuers.
a
Is the organization licensed to issue qualified health plans in more than one state?
Note. All 501(c)(29) organizations must list in Schedule O each state in which they are licensed to issue qualified health plans, the amount of reserves required by each state, and the amount of reserves the organization allocated to each state.
13a
 
 
b
Enter the aggregate amount of reserves the organization is required to maintain by the states in which the organization is licensed to issue qualified health plans.
13b
 
c
Enter the aggregate amount of reserves on hand.
13c
 
14a
Did the organization receive any payments for indoor tanning services during the tax year?.....
14a
 
 
b
If "Yes," has it filed a Form 720 to report these payments? If “No,” provide an explanation in Schedule O..
14b
 
 
Form 990 (2010)
Form 990 (2010)
Page 6
Part VI
Governance, Management, and Disclosure For each “Yes” response to lines 2 through 7b below, and for a “No” response to lines 8a, 8b, or 10b below, describe the circumstances, processes, or changes in Schedule O. See instructions.
Check if Schedule O contains a response to any question in this Part VI . . . . . . . . . .
Section A. Governing Body and Management
Yes
No
1a
Enter the number of voting members of the governing body at the end of the tax year ..............
1a
19
b
Enter the number of voting members included in line 1a, above, who are independent .................
1b
19
2
Did any officer, director, trustee, or key employee have a family relationship or a business relationship with any other officer, director, trustee, or key employee? .................
2
 
No
3
Did the organization delegate control over management duties customarily performed by or under the direct supervision of officers, directors or trustees, or key employees to a management company or other person? ..
3
 
No
4
Did the organization make any significant changes to its governing documents since the prior Form 990 was filed?
4
 
No
5
Did the organization become aware during the year of a significant diversion of the organization’s assets? .
5
 
No
6
Does the organization have members or stockholders? ................
6
Yes
 
7a
Does the organization have members, stockholders, or other persons who may elect one or more members of the governing body? .........................
7a
Yes
 
b
Are any decisions of the governing body subject to approval by members, stockholders, or other persons? ..
7b
Yes
 
8
Did the organization contemporaneously document the meetings held or written actions undertaken during the year by the following:
a
The governing body? .........................
8a
Yes
 
b
Each committee with authority to act on behalf of the governing body? ............
8b
Yes
 
9
Is there any officer, director, trustee, or key employee listed in Part VII, Section A, who cannot be reached at the organization’s mailing address? If “Yes,” provide the names and addresses in Schedule O .....
9
 
No
Section B. Policies (This Section B requests information about policies not required by the Internal
Revenue Code.)
Yes
No
10a
Does the organization have local chapters, branches, or affiliates? ............
10a
 
No
b
If “Yes,” does the organization have written policies and procedures governing the activities of such chapters, affiliates, and branches to ensure their operations are consistent with those of the organization? ....
10b
 
 
11a
Has the organization provided a copy of this Form 990 to all members of its governing body before filing the form?
11a
Yes
 
b
Describe in Schedule O the process, if any, used by the organization to review the Form 990. .....
12a
Does the organization have a written conflict of interest policy? If “No,” go to line 13.......
12a
Yes
 
b
Are officers, directors or trustees, and key employees required to disclose annually interests that could give rise to conflicts? ...........................
12b
Yes
 
c
Does the organization regularly and consistently monitor and enforce compliance with the policy? If “Yes,” describe in Schedule O how this is done ....................
12c
Yes
 
13
Does the organization have a written whistleblower policy? ...............
13
Yes
 
14
Does the organization have a written document retention and destruction policy? .........
14
Yes
 
15
Did the process for determining compensation of the following persons include a review and approval by independent persons, comparability data, and contemporaneous substantiation of the deliberation and decision?
a
The organization’s CEO, Executive Director, or top management official ...........
15a
Yes
 
b
Other officers or key employees of the organization ................
15b
 
No
If "Yes" to line a or b, describe the process in Schedule O. (See instructions.)
16a
Did the organization invest in, contribute assets to, or participate in a joint venture or similar arrangement with a taxable entity during the year? ......................
16a
 
No
b
If “Yes,” has the organization adopted a written policy or procedure requiring the organization to evaluate its participation in joint venture arrangements under applicable federal tax law, and taken steps to safeguard the organization’s exempt status with respect to such arrangements? ............
16b
 
 
Section C. Disclosure
17
List the States with which a copy of this Form 990 is required to be filedMediumBullet
OH
18
Section 6104 requires an organization to make its Form 1023 (or 1024 if applicable), 990, and 990-T (501(c)(3)s only) available for public inspection. Indicate how you make these available. Check all that apply.
19
Describe in Schedule O whether (and if so, how), the organization makes its governing documents, conflict of interest policy, and financial statements available to the public.
20
State the name, physical address, and telephone number of the person who possesses the books and records of the organization: MediumBullet
THE ORGANIZATION
1700 LAKE SHORE DRIVE
COLUMBUS,OH43204
(614) 487-4444
Form 990 (2010)
Form 990 (2010)
Page 7
Part VII
Compensation of Officers, Directors,Trustees, Key Employees, Highest Compensated Employees, and Independent Contractors
Check if Schedule O contains a response to any question in this Part VII . . . . . . . . . .
Section A. Officers, Directors, Trustees, Key Employees, and Highest Compensated Employees
1a Complete this table for all persons required to be listed. Report compensation for the calendar year ending with or within the organization’s tax year.
RoundBullet List all of the organization’s current officers, directors, trustees (whether individuals or organizations), regardless of amount
of compensation, and current key employees. Enter -0- in columns (D), (E), and (F) if no compensation was paid.

RoundBullet List all of the organization’s current key employees, if any. See instructions for definition of "key employee."
RoundBullet List the organization’s five current highest compensated employees (other than an officer, director, trustee or key employee)
who received reportable compensation (Box 5 of Form W-2 and/or Box 7 of Form 1099-MISC) of more than $100,000 from the
organization and any related organizations.

RoundBullet List all of the organization’s former officers, key employees, or highest compensated employees who received more than $100,000
of reportable compensation from the organization and any related organizations.

RoundBullet List all of the organization’s former directors or trustees that received, in the capacity as a former director or trustee of the
organization, more than $10,000 of reportable compensation from the organization and any related organizations.

List persons in the following order: individual trustees or directors; institutional trustees; officers; key employees; highest
compensated employees; and former such persons.
Check this box if neither the organization nor any related organizations compensated any current or former officer, director, or trustee.
(A)
Name and Title 		(B)
Average hours per week (describe hours for related organizations in Schedule O) 		(C)
Position (check all that apply) 		(D)
Reportable compensation from the organization (W- 2/1099-MISC) 		(E)
Reportable compensation from related organizations (W- 2/1099-MISC) 		(F)
Estimated amount of other compensation from the organization and related organizations
Individual Trustee or Director; Institutional Trustee; Officer; Key Employee; Highest compensated employee; Former;
(1) DAVID B BENNETT
PRESIDENT
 2.00 X   X       2,035 0 0
(2) KEITH A ASHMUS
PRESIDENT-ELECT
 2.00 X   X       708 0 0
(3) STEPHEN E CHAPPELEAR
IMMEDIATE PAST PRESIDENT
 2.00 X   X       0 0 0
(4) BARBARA J HOWARD
OFFICER'S SERVING EX-OFFIC
 1.00 X           0 0 0
(5) CARMEN V ROBERTO
OFFICER'S SERVING EX-OFFIC
 1.00 X           0 0 0
(6) STEPHEN F TILSON
TRUSTEE
 1.00 X           0 0 0
(7) LEE E BELARDO
TRUSTEE
 1.00 X           0 0 0
(8) ANDREW C STORAR
TRUSTEE
 1.00 X           0 0 0
(9) MICHELLE L KRANZ
TRUSTEE
 1.00 X           0 0 0
(10) MICHAEL E FLOWERS
TRUSTEE
 1.00 X           0 0 0
(11) HEATHER G SOWALD
TRUSTEE
 1.00 X           0 0 0
(12) THOMAS P MOUSHEY
TRUSTEE
 1.00 X           0 0 0
(13) SANDRA J ANDERSON
TRUSTEE
 1.00 X           0 0 0
(14) THOMAS D LAMMERS
TRUSTEE
 1.00 X           0 0 0
(15) FREDERICK L OREMUS
TRUSTEE
 1.00 X           0 0 0
(16) JOHN S STITH
TRUSTEE
 1.00 X           0 0 0
(17) THOMAS J BONASERA
TRUSTEE
 1.00 X           0 0 0
Form 990 (2010)
Form 990 (2010)
Page 8
Part VII
Section A. Officers, Directors, Trustees, Key Employees, and Highest Compensated Employees (continued)
(A)
Name and Title 		(B)
Average hours per week (describe hours for related organizations in Schedule O) 		(C)
Position (check all that apply) 		(D)
Reportable compensation from the organization (W- 2/1099-MISC) 		(E)
Reportable compensation from related organizations (W- 2/1099-MISC) 		(F)
Estimated amount of other compensation from the organization and related organizations
Individual Trustee or Director; Institutional Trustee; Officer; Key Employee; Highest compensated employee; Former;
(18) KALPANA YALAMANCHILI
TRUSTEE
 1.00 X           0 0 0
(19) STEVEN C HOLLON
TRUSTEE
 1.00 X           0 0 0
(20) ALISON M BELFRAGE
EXECUTIVE DIRECTOR/CORPORA
 40.00     X       101,775 0 5,026
(21) DENNY L RAMEY
TREASURER
 2.00     X       0 0 0


















1b Sub-Total................MediumBullet
c Total from continuation sheets to Part VII, Section A....MediumBullet
d Total (add lines 1b and 1c)............MediumBullet 104,518 0 5,026
2
Total number of individuals (including but not limited to those listed above) who received more than $100,000 in reportable compensation from the organizationMediumBullet1
Yes
No
3
Did the organization list any former officer, director or trustee, key employee, or highest compensated employee on line 1a? If “Yes,” complete Schedule J for such individual .............
3
 
No
4
For any individual listed on line 1a, is the sum of reportable compensation and other compensation from the organization and related organizations greater than $150,000? If “Yes,” complete Schedule J for such individual...........................
4
 
No
5
Did any person listed on line 1a receive or accrue compensation from any unrelated organization or individual for services rendered to the organization? If “Yes,” complete Schedule J for such person .....
5
 
No
Section B. Independent Contractors
1
Complete this table for your five highest compensated independent contractors that received more than $100,000 of compensation from the organization.
(A)
Name and business address 		(B)
Description of services 		(C)
Compensation
2
Total number of independent contractors (including but not limited to those listed above) who received more than $100,000 in compensation from the organization MediumBullet0
Form 990 (2010)
Form 990 (2010)
Page 9
Part VIII
Statement of Revenue
(A)
Total revenue 		(B)
Related or
exempt
function
revenue 		(C)
Unrelated
business
revenue 		(D)
Revenue
excluded from
tax under sections
512, 513, or 514
Contributions, gifts, grants and other similar amounts 1a Federated campaigns..1a  
b Membership dues....1b 80,027
c Fundraising events....1c  
d Related organizations...1d  
e Government grants (contributions)1e  
f All other contributions, gifts, grants, and
similar amounts not included above1f 		539,299
g Noncash contributions included in lines 1a-1f:$  
h Total. Add lines 1a-1f.......MediumBullet 619,326
Program Service Revenue Business Code
2a ANNUAL DINNER 900,099 5,600 5,600    
b
c
d
e
f All other program service revenue .        
g Total. Add lines 2a–2f........MediumBullet 5,600
Other Revenue 3 Investment income (including dividends, interest
and other similar amounts).....MediumBullet 831,640     831,640
4 Income from investment of tax-exempt bond proceeds..MediumBullet        
5 Royalties............MediumBullet        
(i) Real (ii) Personal
6a Gross Rents    
b Less: rental expenses    
c Rental income or (loss)    
d Net rental income or (loss).......MediumBullet        
(i) Securities (ii) Other
7a Gross amount from sales of assets other than inventory 6,556,618  
b Less: cost or other basis and sales expenses 6,518,038  
c Gain or (loss) 38,580  
d Net gain or (loss)..........MediumBullet 38,580     38,580
8a Gross income from fundraising events (not including
$  
of contributions reported on line 1c). See Part IV, line 18 ...
a  
b Less: direct expenses ...b  
c Net income or (loss) from fundraising events..MediumBullet      
9a Gross income from gaming activities.
See Part IV, line 19 ...
a  
b Less: direct expenses ...b  
c Net income or (loss) from gaming activities...MediumBullet        
10a Gross sales of inventory, less
returns and allowances .
a  
b Less: cost of goods sold ..b  
c Net income or (loss) from sales of inventory..MediumBullet        
Miscellaneous Revenue Business Code
11a            
b            
c            
d All other revenue ....        
e Total. Add lines 11a–11d ......MediumBullet  
12 Total revenue. See Instructions....MediumBullet 1,495,146 5,600 0 870,220
Form 990 (2010)
Form 990 (2010)
Page 10
Part IX
Statement of Functional Expenses
Section 501(c)(3) and 501(c)(4) organizations must complete all columns. All other organizations must complete column (A) but are not required to complete columns (B), (C), and (D).
Do not include amounts reported on lines 6b,
7b, 8b, 9b, and 10b of Part VIII. 		(A)
Total expenses 		(B)
Program service expenses 		(C)
Management and general expenses 		(D)
Fundraising expenses
1 Grants and other assistance to governments and organizations in the U.S. See Part IV, line 21 896,824 896,824
2 Grants and other assistance to individuals in the U.S. See Part IV, line 22    
3 Grants and other assistance to governments, organizations, and individuals outside the U.S. See Part IV, lines 15 and 16    
4 Benefits paid to or for members    
5 Compensation of current officers, directors, trustees, and key employees .... 106,800 48,060 42,720 16,020
6 Compensation not included above, to disqualified persons (as defined under section 4958(f)(1)) and persons described in section 4958(c)(3)(B) ....        
7 Other salaries and wages 178,382   178,382  
8 Pension plan contributions (include section 401(k) and section 403(b) employer contributions) .... 35,202   35,202  
9 Other employee benefits ....... 30,679   30,679  
10 Payroll taxes ........... 27,357   27,357  
11 Fees for services (non-employees):        
a Management ......        
b Legal .........        
c Accounting ........... 13,600   13,600  
d Lobbying ...........        
e Professional fundraising. See Part IV, line 17..    
f Investment management fees ...... 100,805   100,805  
g Other .......... 16,878   16,878  
12 Advertising and promotion .... 4,804     4,804
13 Office expenses ....... 42,635   42,635  
14 Information technology ...... 10,528   10,528  
15 Royalties ..        
16 Occupancy ...........        
17 Travel ............ 17,114   17,114  
18 Payments of travel or entertainment expenses for any federal, state, or local public officials ......        
19 Conferences, conventions, and meetings ....        
20 Interest ........... 6,113   6,113  
21 Payments to affiliates .......        
22 Depreciation, depletion, and amortization .....        
23 Insurance .............. 6,873   6,873  
24 Other expenses. Itemize expenses not covered above. (Expenses grouped together and labeled miscellaneous may not exceed 5% of total expenses shown on line 25 below.)
a EXPENSE ALLOCATION 0 151,038 -267,575 116,537
b CJML FUND EXPENSES 88,253 88,253    
c PUBLICATIONS AND AWARDS 51,494 51,494    
d TRUSTEE EXPENSE 33,622   33,622  
e
f All other expenses 32,613 3,940 28,673  
25 Total functional expenses. Add lines 1 through 24f 1,700,576 1,239,609 323,606 137,361
26 Joint costs. Check here MediumBullet if following
SOP 98-2 (ASC 958-720). Complete this line only if the organization reported in column (B) joint costs from a combined educational campaign and fundraising solicitation 		       
Form 990 (2010)
Form 990 (2010)
Page 11
Part X Balance Sheet
(A)
Beginning of year 		(B)
End of year
Assets 1 Cash—non-interest-bearing .......... 172,590 1 628,562
2 Savings and temporary cash investments ....... 525,659 2 812,141
3 Pledges and grants receivable, net ......... 299,226 3 482,406
4 Accounts receivable, net .........   4 1,100
5 Receivables from current and former officers, directors, trustees, key employees, and highest compensated employees. Complete Part II of
Schedule L ..........   5  
6 Receivables from other disqualified persons (as defined under section 4958(f)(1)) and persons described in section 4958(c)(3)(B). Complete Part II of
Schedule L ..........   6  
7 Notes and loans receivable, net .............   7  
8 Inventories for sale or use .............. 13,553 8 13,554
9 Prepaid expenses and deferred charges ............   9  
10a Land, buildings, and equipment: cost or other basis. Complete Part VI of Schedule D 10a 13,147
b Less: accumulated depreciation. ..... 10b 6,863 0 10c 6,284
11 Investments—publicly traded securities .......... 27,642,724 11 29,070,529
12 Investments—other securities. See Part IV, line 11 ......   12  
13 Investments—program-related. See Part IV, line 11 ..   13  
14 Intangible assets .........   14  
15 Other assets. See Part IV, line 11 ........... 138,085 15 116,181
16 Total assets. Add lines 1 through 15 (must equal line 34)... 28,791,837 16 31,130,757
Liabilities 17 Accounts payable and accrued expenses . 166,888 17 294,592
18 Grants payable .......... 225,953 18 231,091
19 Deferred revenue ..........   19  
20 Tax-exempt bond liabilities ..........   20  
21 Escrow or custodial account liability. Complete Part IV of Schedule D..   21  
22 Payables to current and former officers, directors, trustees, key
employees, highest compensated employees, and disqualified
persons. Complete Part II of Schedule L..........   22  
23 Secured mortgages and notes payable to unrelated third parties ..   23 648,794
24 Unsecured notes and loans payable to unrelated third parties ....   24  
25 Other liabilities. Complete Part X of Schedule D..... 4,370 25 0
26 Total liabilities. Add lines 17 through 25..... 397,211 26 1,174,477
Net Assets or Fund Balance Organizations that follow SFAS 117, check here MediumBullet and complete lines 27 through 29, and lines 33 and 34.
27 Unrestricted net assets ..... 28,342,648 27 29,490,778
28 Temporarily restricted net assets ..... 38,928 28 452,452
29 Permanently restricted net assets ..... 13,050 29 13,050
Organizations that do not follow SFAS 117, check here MediumBullet and complete lines 30 through 34.
30 Capital stock or trust principal, or current funds .....   30  
31 Paid-in or capital surplus, or land, building or equipment fund .....   31  
32 Retained earnings, endowment, accumulated income, or other funds   32  
33 Total net assets or fund balances ..... 28,394,626 33 29,956,280
34 Total liabilities and net assets/fund balances ..... 28,791,837 34 31,130,757
Form 990 (2010)
Form 990 (2010)
Page 12
Part XI
Reconcilliation of Net Assets
Check if Schedule O contains a response to any question in this Part XI . . . . . . . . . .
1
Total revenue (must equal Part VIII, column (A), line 12) . . .
1
1,495,146
2
Total expenses (must equal Part IX, column (A), line 25) . . . . .
2
1,700,576
3
Revenue less expenses. Subtract line 2 from line 1 . . . .
3
-205,430
4
Net assets or fund balances at beginning of year (must equal Part X, line 33, column (A)) . .
4
28,394,626
5
Other changes in net assets or fund balances (explain in Schedule O) . . . .
5
1,767,084
6
Net assets or fund balances at end of year. Combine lines 3, 4, and 5 (must equal Part X, line 33, column (B)) . . . . . .
6
29,956,280
Part XII
Financial Statements and Reporting
Check if Schedule O contains a response to any question in this Part XII . . . . . . . . . .
Yes
No
1
Accounting method used to prepare the Form 990:  
If the organization changed its method of accounting from a prior year or checked "Other," explain in
Schedule O.
2a
Were the organization’s financial statements compiled or reviewed by an independent accountant?..
2a
 
No
b
Were the organization’s financial statements audited by an independent accountant?........
2b
Yes
 
c
If “Yes,” to 2a or 2b, does the organization have a committee that assumes responsibility for oversight of the audit, review, or compilation of its financial statements and selection of an independent accountant?
If the organization changed either its oversight process or selection process during the tax year, explain in Schedule O............................
2c
Yes
 
d
If “Yes” to line 2a or 2b, check a box below to indicate whether the financial statements for the year were issued on a separate basis, consolidated basis, or both:
3a
As a result of a federal award, was the organization required to undergo an audit or audits as set forth in the Single Audit Act and OMB Circular A-133? ................
3a
 
No
b
If “Yes,” did the organization undergo the required audit or audits? If the organization did not undergo the required audit or audits, explain why in Schedule O and describe any steps taken to undergo such audits. ..
3b
 
 
Form 990 (2010)
Additional Data


Software ID:  
Software Version:  
Form 990, Special Condition Description:
Special Condition Description
SCHEDULE A
(Form 990 or 990EZ)

Department of the Treasury
Internal Revenue Service
Public Charity Status and Public Support

Complete if the organization is a section 501(c)(3) organization or a section
4947(a)(1) nonexempt charitable trust.
right arrow Attach to Form 990 or Form 990-EZ. right arrow See separate instructions.
OMB No. 1545-0047
2010
Open to Public
Inspection
Name of the organization
OHIO STATE BAR FOUNDATION
 
Employer identification number

31-6054093
Part I
Reason for Public Charity Status (All organizations must complete this part.) See instructions
The organization is not a private foundation because it is: (For lines 1 through 11, check only one box.)
1
2
3
4
5
section 170(b)(1)(A)(iv). (Complete Part II.)
6
7
8
9
receipts from activities related to its exempt functions—subject to certain exceptions, and (2) no more than 331/3% of
its support from gross investment income and unrelated business taxable income (less section 511 tax) from businesses
acquired by the organization after June 30, 1975. See section 509(a)(2). (Complete Part III.)
10
11
e
f
g
(i) a person who directly or indirectly controls, either alone or together with persons described in (ii)
Yes
No
and (iii) below, the governing body of the the supported organization? ................
11g(i)
 
 
(ii) a family member of a person described in (i) above? ......................
11g(ii)
 
 
(iii) a 35% controlled entity of a person described in (i) or (ii) above? ................
11g(iii)
 
 
h
(i)
Name of supported organization 		(ii)
EIN 		(iii)
Type of organization (described on lines 1- 9 above or IRC section (see instructions)) 		(iv)
Is the organization in col. (i) listed in your governing document? 		(v)
Did you notify the organization in col. (i) of your support? 		(vi)
Is the organization in col. (i) organized in the U.S.? 		(vii)
Amount of support?
Yes No Yes No Yes No
Total                  

For Paperwork Reduction Act Notice, see the Instructions for Form 990.
Cat. No. 11285F
Schedule A (Form 990 or 990-EZ) 2010
Schedule A (Form 990 or 990-EZ) 2010
Page 2
Part II
Support Schedule for Organizations Described in IRC 170(b)(1)(A)(iv) and 170(b)(1)(A)(vi)
(Complete only if you checked the box on line 5, 7, or 8 of Part I or if the organization failed to qualify under Part III. If the organization fails to qualify under the tests listed below, please complete Part III.)
Section A. Public Support
Calendar year(or fiscal year beginning in) (a) 2006 (b) 2007 (c) 2008 (d) 2009 (e) 2010 (f) Total
1 Gifts, grants, contributions, and membership fees received. (Do not include any "unusual grants.") .... 167,202 176,660 92,756 154,678 619,326 1,210,622
2 Tax revenues levied for the organization's benefit and either paid to or expended on its behalf.......            
3 The value of services or facilities furnished by a governmental unit to the organization without charge..            
4 Total. Add lines 1 through 3.. 167,202 176,660 92,756 154,678 619,326 1,210,622
5 The portion of total contributions by each person (other than a governmental unit or publicly supported organization) included on line 1 that exceeds 2% of the amount shown on line 11, column (f)..           2,273
6 Public Support. Subtract line 5 from line 4.           1,208,349
Section B. Total Support
Calendar year(or fiscal year beginning in) (a) 2006 (b) 2007 (c) 2008 (d) 2009 (e) 2010 (f) Total
7 Amounts from line 4.. 167,202 176,660 92,756 154,678 619,326 1,210,622
8 Gross income from interest, dividends, payments received on securities loans, rents, royalties and income from similar sources.. 888,890 924,351 969,598 833,688 831,640 4,448,167
9 Net income from unrelated business activities, whether or not the business is regularly carried on..            
10 Other income. (Explain in Part IV.) Do not include gain or loss from the sale of capital assets..            
11 Total support (Add lines 7 through 10).           5,658,789
12
12
5,600
13
Section C. Computation of Public Support Percentage
14
14
21.350 %
15
15
15.040 %
16a
b
17a
b
18
Schedule A (Form 990 or 990-EZ) 2010
Schedule A (Form 990 or 990-EZ) 2010
Page 3
Part III
Support Schedule for Organizations Described in IRC 509(a)(2)
(Complete only if you checked the box on line 9 of Part I or if the organization failed to qualify under Part II. If the organization fails to qualify under the tests listed below, please complete Part II.)
Section A. Public Support
Calendar year(or fiscal year beginning in) (a) 2006 (b) 2007 (c) 2008 (d) 2009 (e) 2010 (f) Total
1 Gifts, grants, contributions, and membership fees received. (Do not include any "unusual grants.") .            
2 Gross receipts from admissions, merchandise sold or services performed, or facilities furnished in any activity that is related to the organization's tax-exempt purpose......            
3 Gross receipts from activities that are not an unrelated trade or business under section 513..            
4 Tax revenues levied for the organization's benefit and either paid to or expended on its behalf...            
5 The value of services or facilities furnished by a governmental unit to the organization without charge..            
6 Total. Add lines 1 through 5.            
7a Amounts included on lines 1, 2, and 3 received from disqualified persons...            
b Amounts included on lines 2 and 3 received from other than disqualified persons that exceed the greater of $5,000 or 1% of the amount on line 13 for the year.            
c Add lines 7a and 7b..            
8 Public Support (Subtract line 7c from line 6.)            
Section B. Total Support
Calendar year (or fiscal year beginning in) (a) 2006 (b) 2007 (c) 2008 (d) 2009 (e) 2010 (f) Total
9 Amounts from line 6...            
10a Gross income from interest, dividends, payments received on securities loans, rents, royalties and income from similar sources..            
b Unrelated business taxable income (less section 511 taxes) from businesses acquired after June 30, 1975.            
c Add lines 10a and 10b.            
11 Net income from unrelated business activities not included in line 10b, whether or not the business is regularly carried on.            
12 Other income. Do not include gain or loss from the sale of capital assets (Explain in Part IV.)            
13 Total support (Add lines 9, 10c, 11 and 12.).            
14
Section C. Computation of Public Support Percentage
15
15
 
16
16
 
Section D. Computation of Investment Income Percentage
17
17
 
18
18
 
19a
b
20
Schedule A (Form 990 or 990-EZ) 2010
Schedule A (Form 990 or 990-EZ) 2010
Page 4
Part IV
Supplemental Information. Supplemental Information. Complete this part to provide the explanation required by Part II, line 10; Part II, line 17a or 17b; or Part III, line 12. Also complete this part for any additional information. (See instructions).
Facts And Circumstances Test
ALTHOUGH THE FOUNDATION DID NOT SATISFY THE 33-1/3 PERCENT-OF-SUPPORT TEST DESCRIBED IN REG. SEC. 1.170A-9T(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-9T(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-9T(F)(3)(I). SPECIFICALLY, THE FOUNDATION RECEIVED 21.35% OF ITS TOTAL SUPPORT FROM DIRECT OR INDIRECT CONTRIBUTIONS FROM THE GENERAL PUBLIC, A SIGNIFICANT INCREASE OVER THE PREVIOUS YEAR.ATTRACTION OF PUBLIC SUPPORT; SOURCES OF PUBLIC SUPPORT: THE FOUNDATION ALSO MEETS THE "ATTRACTION OF PUBLIC SUPPORT" TEST EXPLAINED IN REG. SEC. 1.170A-9T(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-9T(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 COMTEMPLATED BY REG. SEC. 1.170A-9T(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 DEVELOPING AND PRESENTING PROGRAMS DESIGNED 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-9T(F)(3)(III)(D).FOR THE FORGOING REASONS, THE FOUNDATION SATISFIES THE "FACTS AND CIRCUMSTANCES" TEST OF REG. SEC. 1.170A-9T(F)(3) AND QUALIFIES AS A PUBLICLY SUPPORTED ORGANIZATION UNDER IRC SEC. 170(B)(1)(A)(VI).
Explanation
 
 
 
 
Schedule A (Form 990 or 990-EZ) 2010

Additional Data


Software ID:  
Software Version:  
Schedule B
(Form 990, 990-EZ,
or 990-PF)
Department of the Treasury
Internal Revenue Service
Schedule of Contributors
Arrow Bullet Attach to Form 990, 990-EZ, or 990-PF.
OMB No. 1545-0047
2010
Name of organization
OHIO STATE BAR FOUNDATION
 
Employer identification number

31-6054093
Organization type (check one):
Filers of:
Section:
Form 990 or 990-EZ





Form 990-PF




Check if your organization is covered by the General Rule or a Special Rule.  
Note. Only a section 501(c)(7), (8), or (10) organization can check boxes for both the General Rule and a Special Rule. See instructions.
General Rule—
Special Rules
......................... Arrow Bullet   $    
Caution. An Organization that is not covered by the General Rule and/or the Special Rules does not file Schedule B (Form 990,
990-EZ, or 990-PF), but it must answer “No” on Part IV, line 2 of its Form 990, or check the box in the heading of its
Form 990-EZ, or on line 2 of its Form 990-PF, to certify that it does not meet the filing requirements of Schedule B (Form 990,
990-EZ, or 990-PF).
For Paperwork Reduction Act Notice, see the Instructions
for Form 990, 990-EZ, or 990-PF.
Cat. No. 30613XSchedule B (Form 990, 990-EZ, or 990-PF) (2010)

Schedule B (Form 990, 990-EZ, or 990-PF) (2010)
Page 1 of 1 of Part I
Name of organization
OHIO STATE BAR FOUNDATION
  		Employer identification number

31-6054093
Part I
Contributors (see Instructions)
     
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Aggregate contributions		 (d)
Type of contribution
RESTRICTED
RESTRICTED
 

     
RESTRICTED
RESTRICTED  
RESTRICTED, RESTRICTED   RESTRICTED

$RESTRICTED




(Complete Part II if there is
a noncash contribution.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Aggregate contributions		 (d)
Type of contribution
 
 
 

     
 
   

$  




(Complete Part II if there is
a noncash contribution.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Aggregate contributions		 (d)
Type of contribution
 
 
 

     
 
   

$  




(Complete Part II if there is
a noncash contribution.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Aggregate contributions		 (d)
Type of contribution
 
 
 

     
 
   

$  




(Complete Part II if there is
a noncash contribution.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Aggregate contributions		 (d)
Type of contribution
 
 
 

     
 
   

$  




(Complete Part II if there is
a noncash contribution.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Aggregate contributions		 (d)
Type of contribution
 
 
 

     
 
   

$  




(Complete Part II if there is
a noncash contribution.)
Schedule B (Form 990, 990-EZ, or 990-PF) (2010)

Schedule B (Form 990, 990-EZ, or 990-PF) (2010)
Page 1 of 1 of Part II
Name of organization
OHIO STATE BAR FOUNDATION
  		Employer identification number

31-6054093
Part II
Noncash Property (see Instructions)
     
(a) No.
from
Part I		 (b)
Description of noncash property given		 (c)
FMV (or estimate)
(see instructions) 		(d)
Date received
 
$    
(a) No.
from
Part I		 (b)
Description of noncash property given		 (c)
FMV (or estimate)
(see instructions) 		(d)
Date received
 
$    
(a) No.
from
Part I		 (b)
Description of noncash property given		 (c)
FMV (or estimate)
(see instructions) 		(d)
Date received
 
$    
(a) No.
from
Part I		 (b)
Description of noncash property given		 (c)
FMV (or estimate)
(see instructions) 		(d)
Date received
 
$    
(a) No.
from
Part I		 (b)
Description of noncash property given		 (c)
FMV (or estimate)
(see instructions) 		(d)
Date received
 
$    
(a) No.
from
Part I		 (b)
Description of noncash property given		 (c)
FMV (or estimate)
(see instructions) 		(d)
Date received
 
$    
Schedule B (Form 990, 990-EZ, or 990-PF) (2010)

Schedule B (Form 990, 990-EZ, or 990-PF) (2010)
Page 1 of 1 of Part III
Name of organization
OHIO STATE BAR FOUNDATION
  		Employer identification number

31-6054093
Part III
Exclusively religious, charitable, etc., individual contributions to section 501(c)(7), (8), or (10) organizations
aggregating more than $1,000 for the year. (Complete columns (a) through (e) and the following line entry.)
For organizations completing Part III, enter the total of exclusively religious, charitable, etc.,
contributions of $1,000 or less for the year. (Enter this information once. See instructions.) Arrow Bullet $  
(a) No.
from
Part I		 (b)
Purpose of gift		 (c)
Use of gift		 (d)
Description of how gift is held
 
(e)
Transfer of gift
Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
 
 
       
 
(a) No.
from
Part I		 (b)
Purpose of gift		 (c)
Use of gift		 (d)
Description of how gift is held
 
(e)
Transfer of gift
Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
 
 
       
 
(a) No.
from
Part I		 (b)
Purpose of gift		 (c)
Use of gift		 (d)
Description of how gift is held
 
(e)
Transfer of gift
Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
 
 
       
 
(a) No.
from
Part I		 (b)
Purpose of gift		 (c)
Use of gift		 (d)
Description of how gift is held
 
(e)
Transfer of gift
Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
 
 
       
 
Schedule B (Form 990, 990-EZ, or 990-PF) (2010)

Additional Data


Software ID:  
Software Version:  
SCHEDULE D
(Form 990)
Department of the Treasury
Internal Revenue Service
Supplemental Financial Statements
SchDMd Bullet Complete if the organization answered "Yes," to Form 990,
Part IV, line 6, 7, 8, 9, 10, 11, or 12.
SchDMd Bullet Attach to Form 990. SchDMd Bullet See separate instructions.
OMB No. 1545-0047
2010
Open to Public Inspection
Name of the organization
OHIO STATE BAR FOUNDATION
 
Employer identification number

31-6054093
Part I
Organizations Maintaining Donor Advised Funds or Other Similar Funds or Accounts. Complete if the organization answered "Yes" to Form 990, Part IV, line 6.
(a) Donor advised funds (b) Funds and other accounts
1 Total number at end of year .......    
2 Aggregate contributions to (during year) ...    
3 Aggregate grants from (during year) ...    
4 Aggregate value at end of year .......    
5
Did the organization inform all donors and donor advisors in writing that the assets held in donor advised
funds are the organization's property, subject to the organization's exclusive legal control? ............
6
Did the organization inform all grantees, donors, and donor advisors in writing that grant funds may be
used only for charitable purposes and not for the benefit of the donor or donor advisor, or for any other purpose conferring impermissible private benefit. ...................................
Part II
Conservation Easements. Complete if the organization answered "Yes" to Form 990, Part IV, line 7.
1
Purpose(s) of conservation easements held by the organization (check all that apply).
2
Complete lines 2a–2d if the organization held a qualified conservation contribution in the form of a conservation easement on the last day of the tax year.
Held at the End of the Year
a Total number of conservation easements ....................... 2a  
b Total acreage restricted by conservation easements .................. 2b  
c Number of conservation easements on a certified historic structure included in (a) ..... 2c  
d Number of conservation easements included in (c) acquired after 8/17/06 ........ 2d  
3
Number of conservation easements modified, transferred, released, extinguished, or terminated by the organization during
the taxable year SchDMd Bullet  
4
Number of states where property subject to conservation easement is located SchDMd Bullet  
5
Does the organization have a written policy regarding the periodic monitoring, inspection, handling of violations, and
enforcement of the conservation easements it holds? .............................
6
Staff and volunteer hours devoted to monitoring, inspecting and enforcing conservation easements during the year SchDMd Bullet  
7
Amount of expenses incurred in monitoring, inspecting, and enforcing conservation easements during the year SchDMd Bullet $  
8
Does each conservation easement reported on line 2(d) above satisfy the requirements of section
170(h)(4)(B)(i) and 170(h)(4)(B)(ii)? ....................................
9
In Part XIV, describe how the organization reports conservation easements in its revenue and expense statement, and
balance sheet, and include, if applicable, the text of the footnote to the organization’s financial statements that describes
the organization’s accounting for conservation easements.
Part III
Organizations Maintaining Collections of Art, Historical Treasures, or Other Similar Assets.
Complete if the organization answered "Yes" to Form 990, Part IV, line 8.
1a
If the organization elected, as permitted under SFAS 116, not to report in its revenue statement and balance sheet works of
art, historical treasures, or other similar assets held for public exhibition, education or research in furtherance of public service,
provide, in Part XIV, the text of the footnote to its financial statements that describes these items.
b
If the organization elected, as permitted under SFAS 116, to report in its revenue statement and balance sheet works of art,
historical treasures, or other similar assets held for public exhibition, education, or research in furtherance of public service,
provide the following amounts relating to these items:
(i)
Revenues included in Form 990, Part VIII, line 1 ........................SchDMd Bullet $  
(ii)
Assets included in Form 990, Part X ..............................SchDMd Bullet $  
2
If the organization received or held works of art, historical treasures, or other similar assets for financial gain, provide the
following amounts required to be reported under SFAS 116 relating to these items:
a
Revenues included in Form 990, Part VIII, line 1 ..........................SchDMd Bullet $  
b
Assets included in Form 990, Part X ...............................SchDMd Bullet $  
For Privacy Act and Paperwork Reduction Act Notice, see the Intructions for Form 990
Cat. No. 52283D
Schedule D (Form 990) 2010

Schedule D (Form 990) 2010
Page 2
Part III
Organizations Maintaining Collections of Art, Historical Treasures, or Other Similar Assets (continued)
3
Using the organization’s accession and other records, check any of the following that are a significant use of its collection
items (check all that apply):
a
d
b
e
 
c
4
Provide a description of the organization’s collections and explain how they further the organization’s exempt purpose in
Part XIV.
5
During the year, did the organization solicit or receive donations of art, historical treasures or other similar
assets to be sold to raise funds rather than to be maintained as part of the organization’s collection?........
Part IV
Escrow and Custodial Arrangements. Complete if the organization answered "Yes" to Form 990,
Part IV, line 9, or reported an amount on Form 990, Part X, line 21.
1a
Is the organization an agent, trustee, custodian or other intermediary for contributions or other assets not
included on Form 990, Part X? ....................................
b
If "Yes," explain the arrangement in Part XIV and complete the following table:
Amount
c Beginning balance ................................. 1c  
d Additions during the year .............................. 1d  
e Distributions during the year ............................. 1e  
f Ending balance ................................... 1f  
2a
Did the organization include an amount on Form 990, Part X, line 21? .....................
b
If “Yes,” explain the arrangement in Part XIV.
Part V
Endowment Funds. Complete if the organization answered "Yes" to Form 990, Part IV, line 10.
(a)Current Year (b)Prior Year (c)Two Years Back (d)Three Years Back (e)Four Years Back
1a Beginning of year balance .... 294,996 321,755 276,211
b Contributions ........ 621,916   63,707
c Investment earnings or losses ... 13 102 2,840
d Grants or scholarships .....      
e Other expenditures for facilities
and programs ........ 		95,059 26,862 21,003
f Administrative expenses ....      
g End of year balance ...... 821,866 294,995 321,755
2
Provide the estimated percentage of the year end balance held as:
a
Board designated or quasi-endowment: SchDMd Bullet43.360 %
b
Permanent endowment: SchDMd Bullet55.050 %
c
Term endowment: SchDMd Bullet1.590 %
3a
Are there endowment funds not in the possession of the organization that are held and administered for the
organization by:

Yes
No
(i) unrelated organizations ........................
3a(i)
 
No
(ii) related organizations ........................
3a(ii)
 
No
b
If "Yes" to 3a(ii), are the related organizations listed as required on Schedule R? .........
3b
 
 
4
Describe in Part XIV the intended uses of the organization's endowment funds.
Part VI
Investments—Land, Buildings, and Equipment. See Form 990, Part X, line 10.
Description of investment (a) Cost or other basis (investment) (b)Cost or other basis (other) (c) Accumulated depreciation (d) Book value
1a Land .................      
b Buildings ................        
c Leasehold improvements ............        
d Equipment ................   13,147 6,863 6,284
e Other .................        
Total. Add lines 1a-1e. (Column (d) should equal Form 990, Part X, column (B), line 10(c).)........SchDMdBullet 6,284
Schedule D (Form 990) 2010

Schedule D (Form 990) 2010
Page 3
Part VII
Investments—Other Securities. See Form 990, Part X, line 12.
(a) Description of security or category
(including name of security)		 (b)Book value (c) Method of valuation:
Cost or end-of-year market value
(1)Financial derivatives    
(2)Closely-held equity interests    
Other








Total. (Column (b) should equal Form 990, Part X, col.(B) line 12.)Small Bullet  
Part VIII
Investments—Program Related. See Form 990, Part X, line 13.
(a) Description of investment type (b) Book value (c) Method of valuation:
Cost or end-of-year market value








Total. (Column (b) should equal Form 990, Part X, col.(B) line 13.)Small Bullet  
Part IX
Other Assets. See Form 990, Part X, line 15.
(a) Description (b) Book value








Total. (Column (b) should equal Form 990, Part X, col.(B) line 15.)...........Small Bullet  
Part X
Other Liabilities. See Form 990, Part X, line 25.
1.(a) Description of Liability (b) Amount
Federal Income Taxes  








Total. (Column (b) should equal Form 990, Part X, col.(B) line 25.)Small Bullet  
2. Fin 48 (ASC 740) Footnote. In Part XIV, provide the text of the footnote to the organization's financial statements that reports the organization's liability for uncertain tax positions under FIN 48 (ASC740).
Schedule D (Form 990) 2010

Schedule D (Form 990) 2010
Page 4
Part XI Reconciliation of Change in Net Assets from Form 990 to Financial Statements
1 Total revenue (Form 990, Part VIII, column (A), line 12) .................... 1 1,495,146
2 Total expenses (Form 990, Part IX, column (A), line 25) ..................... 2 1,700,576
3 Excess or (deficit) for the year. Subtract line 2 from line 1 ............. 3 -205,430
4 Net unrealized gains (losses) on investments .......................... 4 1,767,084
5 Donated services and use of facilities ............................. 5  
6 Investment expenses ................................... 6  
7 Prior period adjustments .................................. 7  
8 Other (Describe in Part XIV) ................................. 8  
9 Total adjustments (net). Add lines 4 - 8 ............................. 9 1,767,084
10 Excess or (deficit) for the year per financial statements. Combine lines 3 and 9 ......... 10 1,561,654
Part XII Reconciliation of Revenue per Audited Financial Statements With Revenue per Return
1 Total revenue, gains, and other support per audited financial statements ....... 1 3,378,025
2 Amounts included on line 1 but not on Form 990, Part VIII, line 12:
a Net unrealized gains on investments .......... 2a 1,767,084
b Donated services and use of facilities ......... 2b 216,600
c Recoveries of prior year grants ........... 2c  
d Other (Describe in Part XIV): ............ 2d  
e Add lines 2a through 2d ..................... 2e 1,983,684
3 Subtract line 2e from line 1..................... 3 1,394,341
4 Amounts included on Form 990, Part VIII, line 12, but not on line 1:
a Investment expenses not included on Form 990, Part VIII, line 7b . 4a 100,805
b Other (Describe in Part XIV): ........... 4b  
c Add lines 4a and 4b....................... 4c 100,805
5 Total Revenue. Add lines 3 and 4c. (This should equal Form 990, Part I, line 12.) ...... 5 1,495,146
Part XIII Reconciliation of Expenses per Audited Financial Statements With Expenses per Return
1 Total expenses and losses per audited financial statements ............. 1 1,816,371
2 Amounts included on line 1 but not on Form 990, Part IX, line 25:
a Donated services and use of facilities .......... 2a 216,600
b Prior year adjustments .............. 2b  
c Other losses ................ 2c  
d Other (Describe in Part XIV): ............ 2d  
e Add lines 2a through 2d...................... 2e 216,600
3 Subtract line 2e from line 1..................... 3 1,599,771
4 Amounts included on Form 990, Part IX, line 25, but not on line 1:
a Investment expenses not included on Form 990, Part VIII, line 7b .. 4a 100,805
b Other (Describe in Part XIV): ............ 4b  
c Add lines 4a and 4b....................... 4c 100,805
5 Total expenses. Add lines 3 and 4c. (This should equal Form 990, Part I, line 18.) ...... 5 1,700,576
Part XIV
Supplemental Information
Complete this part to provide the descriptions required for Part II, lines 3, 5, and 9; Part III, lines 1a and 4; Part lV, lines 1b and 2b;
Part V, line 4; Part X; Part XI, line 8; Part XII, lines 2d and 4b; and Part XIII, lines 2d and 4b. Also complete this part to provide any additional information.
Identifier Return Reference Explanation
DESCRIPTION OF INTENDED USE OF ENDOWMENT FUNDS: PART V, LINE 4: INTENDED USE OF THE ORGANIZATION'S BOARD DESIGNATED FUNDS AND RESTRICTED NET ASSETS: (1) DESIGNATED FOR THE MISSION OPPORTUNITIES FUND-IN 2005, THE BOARD OF TRUSTEES ESTABLISHED THE MISSION OPPORTUNITIES FUND (THE "FUND"). THE BOARD RECOGNIZES THAT FROM TIME TO TIME, MARKET CONDITIONS MAY BE SUCH THAT IT IS FEASIBLE TO CONSIDER A PORTION OF CAPITAL APPRECIATION OF THE INVESTMENT FUND AS AVAILABLE MONIES FOR MISSION RELATED PURPOSES. THEREFORE, THE FUND WAS DEVELOPED IN ORDER TO PROVIDE A PREDICTABLE FORMULA TO CALCULATE A PORTION OF ANNUAL CAPITAL APPRECIATION TO BE UTILIZED TO ADVANCE THE MISSION, THROUGH ADDITIONAL SUPPORT FOR GRANTS AND PROGRAMS. THE AVAILABILITY OF MONIES WITHIN THE FUND DOES NOT REQUIRE EXPENDITURE OF THOSE MONIES, AS UNEXPENDED FUNDS MAY BE CARRIED FORWARD. (2) 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. TWO SUITABLE INITIATIVES HAVE BEEN IDENTIFIED TO RECEIVE DISTRIBUTIONS FROM THE MOYER LEGACY FUND. INITIAL 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 WHICH WILL 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 WHICH WILL BE ROTATING FELLOWSHIP AWARDS SUPPORTING STATEWIDE LEGAL EDUCATION INITIATIVES AND PROGRAMS THAT WILL ALLOW EXCEPTIONAL LAW STUDENTS TO PURSUE THE CONCEPTS OF ETHICS, CIVILITY AND THE RULE OF LAW WHICH GUIDED CHIEF JUSTICE MOYER THROUGHOUT HIS CAREER. (3) DESIGNATED FOR RENT-UNDER A THREE-PARTY AGREEMENT AMONG THE FOUNDATION, THE ASSOCIATION, 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. (4) 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. (5) CONTINUING LEGAL EDUCATION (CLE) FUND-IN FEBRUARY 1999, THE FOUNDATION APPROVED MERGER OF THE OHIO CONTINUING LEGAL EDUCATION INSTITUTE (OCLEI) INTO AND WITH THE FOUNDATION, EFFECTIVE MARCH 1, 1999. THIS WAS A MERGER OF THE ASSETS OF OCLEI. THE ASSOCIATION TOOK OVER THE OPERATIONS OF OCLEI, AND THE EMPLOYEES OF OCLEI BECAME EMPLOYEES OF THE ASSOCIATION. A SEPARATE INVESTMENT ACCOUNT WAS SET UP FOR THE CASH AND INVESTMENTS THAT TRANSFERRED FROM OCLEI TO THE FOUNDATION. THESE FUNDS MAKE UP THE CONTINUING LEGAL EDUCATION FUND. THESE FUNDS ARE RESTRICTED FOR SPECIAL CONTINUING LEGAL EDUCATION ACTIVITIES, AND ARE INTENDED TO BE DISPERSED WITHIN FIFTEEN YEARS. IF MONIES REMAIN WITHIN THIS FUND AS OF FEBRUARY 2014, THE FOUNDATION AND ASSOCIATION MAY DETERMINE TO EITHER CONTINUE THE FUND, OR TO TERMINATE THE FUND WITH THE REMAINING BALANCE CONVERTING TO AN UNRESTRICTED ASSET OF THE FOUNDATION. AS OF DECEMBER 31, 2007, THE FOUNDATION HAD COMMITTED THE REMAINING BALANCE OF THIS FUND. (6) LAW AND LEADERSHIP INSTITUTE FUND-THE LAW & LEADERSHIP FUND WAS ESTABLISHED IN 2009 BY THE FOUNDATION BOARD OF TRUSTEES TO SUPPORT 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 INTO THE LEGAL PROFESSION. 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. THE FUND ENCOURAGES INVOLVEMENT BY FELLOWS, PRIVATE CITIZENS, LAW FIRMS, AND BUSINESSES. THE FUNDS ARE RESTRICTED FOR THE PURPOSE OF SUPPORTING LLI AND ITS MISSION. (7) 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. DURING 2005, A $5,000 CONTRIBUTION WAS MADE TO THE FUND FROM NON-LAWYERS.
DESCRIPTION OF UNCERTAIN TAX POSITIONS UNDER FIN 48: PART X: THE FOUNDATION IS EXEMPT FROM FEDERAL INCOME TAX, PURSUANT TO INTERNAL REVENUE CODE SECTION 501(C)(3). THEREFORE, THE FOUNDATION HAS NO LIABILITY FOR FEDERAL INCOME TAXES ON EXEMPT ACTIVITIES. HOWEVER, THE FOUNDATION MAY BE SUBJECTED TO TAX ON UNRELATED BUSINESS INCOME. FOR THE YEARS ENDED DECEMBER 31, 2010 AND 2009, THE FOUNDATION EARNED NO UNRELATED BUSINESS INCOME. EFFECTIVE JANUARY 1, 2009, GENERALLY ACCEPTED ACCOUNTING PRINCIPLES REQUIRE THE FOUNDATION 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 A LIABILITY FOR UNRECOGNIZED TAX BENEFITS IN THE ACCOMPANYING CONSOLIDATED STATEMENTS OF FINANCIAL POSITION ALONG WITH INTEREST AND PENALTIES THAT WOULD BE PAYABLE TO THE TAXING AUTHORITIES UPON EXAMINATION. THE FOUNDATION BELIEVES THAT NONE OF THE TAX POSITIONS TAKEN WOULD MATERIALLY IMPACT THE FINANCIAL STATEMENTS, AND NO SUCH LIABILITIES HAVE BEEN RECORDED. IN GENERAL, THE FOUNDATION IS NO LONGER SUBJECT TO U.S. FEDERAL, STATE AND LOCAL INCOME TAX EXAMINATIONS BY TAX AUTHORITIES FOR THE YEARS PRIOR TO 2007.
Schedule D (Form 990) 2010

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Schedule I
(Form 990)
Department of the Treasury
Internal Revenue Service
Grants and Other Assistance to Organizations,
Governments and Individuals in the United States
Complete if the organization answered "Yes," to Form 990, Part IV, line 21 or 22.
lBullet Attach to Form 990
OMB No. 1545-0047
2010
Open to Public
Inspection
Name of the organization
OHIO STATE BAR FOUNDATION
 
Employer identification number
31-6054093
Part I
General Information on Grants and Assistance
1
Does the organization maintain records to substantiate the amount of the grants or assistance, the grantees' eligibility for the grants or assistance, and
the selection criteria used to award the grants or assistance? ....................................
2
Describe in Part IV the organization's procedures for monitoring the use of grant funds in the United States.
Part II
Grants and Other Assistance to Governments and Organizations in the United States. Complete if the organization answered "Yes" to
Form 990, Part IV, line 21 for any recipient that received more than $5,000. Check this box if no one recipient received more than $5,000. Use
Part IV and Schedule I-1 (Form 990) if additional space is needed ......................... lBullet
(a) Name and address of organization
or government		 (b) EIN (c) IRC Code section
if applicable		 (d) Amount of cash grant (e) Amount of non-cash
assistance		 (f) Method of valuation
(book, FMV, appraisal,
other)		 (g) Description of
non-cash assistance		 (h) Purpose of grant
or assistance
(1) OHIO STATE BAR ASSOCIATION1700 LAKE SHORE DRIVE
COLUMBUS,OH43216 		31-4271520 501(C)(6) 68,000       THE ORGANIZATION PROVIDED TWO GRANTS TO THE OHIO STATE BAR ASSOCIATION, EACH WITH A SPECIFIC PURPOSE. $35,000 FOR ONN PUBLIC AWARENESS CAMPAIGN AND $33,000 FOR PHASE TWO OF THE OSBA GENDER FAIRNESS RESEARCH.
(2) OHIO CENTER FOR LAW-RELATED EDUCATION1700 LAKE SHORE DRIVE
COLUMBUS,OH43216 		31-1124428 501(C)(3) 706,264       THE OHIO STATE BAR FOUNDATION PROVIDED SEVERAL GRANTS TO THE OHIO CENTER FOR LAW-RELATED EDUCATION TO FUND EXEMPT PURPOSE OF THAT ORGANIZATION, INCLUDING TO HELP FUND THE STATEWIDE MOCK TRIAL PROGRAM, THE YOUTH JUSTICE PROGRAM AND THE LAW & LEADERSHIP INSTITUTE.
(3) OHIO JUSTICE AND POLICY CENTER215 E 9TH STREET FLOOR 6
CINCINNATI,OH45202 		31-1319172 501(C)(3) 50,000       THE OHIO STATE BAR FOUNDATION PROVIDED FUNDING TO THE OHIO JUSTICE AND POLICY CENTER TO FUND THE DEVELOPMENT OF A COMMUNITY-BASED MEDIATION ALTERNATIVE IN HAMILTON COUNTY, OHIO.
(4) OHIO STATE LEGAL SERVICES ASSOCIATION555 BUTTLES AVENUE
COLUMBUS,OH43215 		31-0718185 501(C)(3) 15,000       THE OHIO STATE BAR FOUNDATION PROVIDED FUNDING TO THE OHIO STATE LEGAL SERVICES ASSOCIATION AND OHIO POVERTY LAW CENTER TO ORGANIZE WARRANT CLEARING EVENTS IN THREE OHIO COMMUNITITIES AND PROVIDE EDUCATIONAL INFORMATION FOR THOSE IN ATTENDANCE.
(5) BOONSHOFT MUSEUM OF DISCOVERY AKA DAYTON SOCIETY OF NATURAL HISTORY2600 DEWEESE PARKWAY
DAYTON,OH45414 		31-0585917 501(C)(3) 8,500       THE OHIO STATE BAR FOUNDATION PROVIDED FUNDING TO THE BOONSHOFT MUSEUM OF DISCOVERY COURTHOUSE EXHIBIT TO UPGRADE COURTHOUSE EXHIBIT FOR SCHOOL AGE CHILDRES LEARNING ABOUT THE JUSTICE SYSTEM THE OHIO STATE BAR FOUNDATION PROVIDED FUNDING TO COMMUNITY LEGAL AID OF AKRON TO DEVELOP TRAINING MATERIALS FOR PRO BONO SERVICE PROVIDERS AND EDUCATIONAL MATERIALS FOR CLIENTS ON BANKRUPTCY MATTERS
(6) COMMUNITY LEGAL AID SERVICES50 S MAIN STREET SUITE 800
AKRON,OH44308 		34-0753560 501(C)(3) 14,550       THE OHIO STATE BAR FOUNDATION PROVIDED FUNDING TO COMMUNITY LEGAL AID OF AKRON TO DEVELOP TRAINING MATERIALS FOR PRO BONO SERVICE PROVIDERS AND EDUCATIONAL MATERIALS FOR CLIENTS ON BANKRUPTCY MATTERS
(7) NATIONAL CENTER FOR ADOPTION LAW AND POLICY OF CAPITAL UNIVERSITY1 COLLEGE AND MAIN
COLUMBUS,OH43209 		31-4379435 501(C)(3) 20,000       THE OHIO STATE BAR FOUNDATION PROVIDED FUNDING TO HELP BUILD ORGANIZATIONAL CAPACITY IN THE FOSTER YOUTH SERVICES FOR SUCCESS SERVICE AREA.
(8) OHIO ENVIRONMENTAL COUNCIL1207 GRANDVIEW AVENUE SUITE 201
COLUMBUS,OH43212 		31-0805578 501(C)(3) 9,710       THE OHIO STATE BAR FOUNDATION PROVIDED FUNDING FOR THE DEVELOPMENT, PRINTING AND DISSEMINATION OF EDUCATIONAL BROCHURES FOR THE PUBLIC.
(9) OHIO JURY MANAGEMENT ASSOCIATION1622 CAMBRIDGE BOULEVARD
COLUMBUS,OH432121925 		91-2085650 501(C)(3) 5,000       THE OHIO STATE BAR FOUNDATION PROVIDED FUNDING TO THE OHIO JURY MANAGEMENT ASSOCIATION FOR THE ANNUAL JURY SERVICE CONFERENCE.
(10) GRANTS RETURNED FROM PRIOR YEAR GRANT1700 LAKE SHORE DRIVE
COLUMBUS,OH43204 		N/A -200       GRANTS RETURNED




2
Enter total number of section 501(c)(3) and government organizations ......................... Bullet Image
 
3
Enter total number of other organizations ................................ . Bullet Image
 
For Privacy Act and Paperwork Reduction Act Notice, see the Instructions for Form 990.
Cat. No. 50055P
Schedule I (Form 990) 2010

Schedule I (Form 990) 2010
Page 2
Part III
Grants and Other Assistance to Individuals in the United States. Complete if the organization answered "Yes" to Form 990, Part IV, line 22.
Use Schedule I-1 (Form 990) if additional space is needed.
(a)Type of grant or assistance (b)Number of
recipients		 (c)Amount of
cash grant		 (d)Amount of
non-cash assistance		 (e)Method of valuation (book,
FMV, appraisal, other)		 (f)Description of non-cash assistance













Part IV
Supplemental Information. Complete this part to provide the information required in Part I, line 2, and any other additional information.
Identifier Return Reference Explanation
PROCEDURE FOR MONITORING GRANTS IN THE U.S.: PART I, LINE 2: SCHEDULE I, PART I, LINE 2: THE GENERAL GRANT PROCESS BEGINS WITH THE APPLICANT COMPLETING AND SIGNING THE APPLICATION FORM FOUND ON THE FOUNDATION'S WEBSITE BY THE DEADLINE DATE WITH THE REQUIRED BACKUP INFORMATION. THE FOUNDATION ALLOWS THE APPLICANTS TO EMAIL OR FAX THE APPLICATION IF THERE IS A PAPER COPY IN THE MAIL. THE EXECUTIVE DIRECTOR PERFORMS A QUICK REVIEW OF THE APPLICATION FOR COMPLETENESS. THE EXECUTIVE DIRECTOR ALSO PERFORMS A QUICK REVIEW OF A COPY OF THE MOST RECENT 990, AUDITED FINANCIAL STATEMENTS (IF APPLICABLE) AND A LIST OF THE BOARD OF DIRECTORS. THE EXECUTIVE DIRECTOR DOES NOT HAVE THE AUTHORITY TO WEED OUT ANY APPLICANTS, BUT SIMPLY TO ENSURE THAT THE APPLICATIONS ARE COMPLETE AND ALL OF THE REQUIRED INFORMATION HAS BEEN PROVIDED. THE EXECUTIVE DIRECTOR FOLLOWS UP WITH THE APPLICANT IF NECESSARY FOR CLARIFICATION, ESPECIALLY IF THERE ARE DETAILS THAT THE EXECUTIVE DIRECTOR KNOWS THE GRANT COMMITTEE WILL REQUIRE. THE EXECUTIVE DIRECTOR THEN PREPARES BINDERS FOR THE GRANTS AND PROGRAMS COMMITTEE, INCLUDING YTD BUDGET, PRIOR MINUTES, PRIOR HISTORY WITH GRANTEE, GRANT INFORMATION ON THE WEBSITE, THE CRITERIA AND THE FULL APPLICATION. THE OHIO STATE BAR FOUNDATION'S GRANTS AND PROGRAMS COMMITTEE EITHER RECOMMENDS APPROVAL, DENIES OR TABLES (RECONSIDER AFTER REVISIONS) THE GRANT APPLICATION. THEN THE FOUNDATION'S FULL BOARD OF TRUSTEES APPROVES OR DENIES THE GRANT REQUEST. AFTER BOARD APPROVAL, THE EXECUTIVE DIRECTOR CALLS THE CONTACT PERSON OF THE GRANTEE TO INFORM THEM THAT THE GRANT AGREEMENT IS IN 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 OR 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 FINAL 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 FINAL 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.
Schedule I (Form 990) 2010


Additional Data


Software ID:  
Software Version:  


SCHEDULE O
(Form 990 or 990-EZ)

Department of the Treasury
Internal Revenue Service
Supplemental Information to Form 990 or 990-EZ

Complete to provide information for responses to specific questions on
Form 990 or to provide any additional information.
MediumBullet Attach to Form 990 or 990-EZ.
OMB No. 1545-0047
2010
Open to Public
Inspection
Name of the organization
OHIO STATE BAR FOUNDATION
 
Employer identification number

31-6054093
Identifier Return Reference Explanation
FORM 990, PART VI, SECTION A, LINE 6   MEMBERSHIP IN THE OHIO STATE BAR FOUNDATION CONSISTS OF TWO DIFFERENT LEVELS OF MEMBERSHIP, VOTING AND NON-VOTING. VOTING MEMBERS INCLUDE CHARTER FELLOWS, LIFE FELLOWS, AND DISTINGUISHED LIFE FELLOWS. NON-VOTING MEMBERS INCLUDE SUPPORTING MEMBERS AND CONTRIBUTING MEMBERS. CHARTER FELLOWS - CHARTER FELLOWS MEMBERSHIP IN THE FOUNDATION IS A PROFESSIONAL HONOR. FELLOWS SHALL BE SELECTED BY THE BOARD OF TRUSTEES FROM THOSE MEMBERS OF THE OHIO STATE BAR ASSOCIATION WHOSE PROFESSIONAL, PUBLIC AND PRIVATE CAREERS DEMONSTRATE OUTSTANDING DEDICATION TO THE WELFARE OF THE COMMUNITY AND THE MAINTENANCE AND SUPPORT OF THE MAJOR OBJECTIVES OF THE FOUNDATION. ALL FELLOWS SELECTED BY THE BOARD OF TRUSTEES ARE REQUIRED TO PAY DUES. IN ADDITION TO THE FELLOWS SELECTED BY THE BOARD OF TRUSTEES OF THE FOUNDATION, THE FOLLOWING SHALL BE ELIGIBLE TO BE NOMINATED AS NON-DUE PAYING FELLOWS DURING THEIR TERMS OF OFFICE: OFFICERS AND MEMBERS OF THE BOARD OF GOVERNORS OF THE OHIO STATE BAR ASSOCIATION, DEANS OF AMERICAN BAR ASSOCIATION ACCREDITED LAW SCHOOLS, AND THE JUSTICES OF THE SUPREME COURT OF OHIO. ALL FELLOWS ARE VOTING MEMBERS OF THE OHIO STATE BAR FOUNDATION LIFE FELLOWS - FELLOWS WHO HAVE COMPLETED THE MINIMUM FELLOWS PLEDGE IN EFFECT AT THE TIME OF THEIR ACCEPTANCE AS A FELLOW IN ACCORDANCE WITH THE ANNUAL RATE ARE ELIGIBLE TO BE LIFE FELLOWS. EACH YEAR'S SERVICE AS A JUSTICE OF THE SUPREME COURT OF OHIO, OR AS A STAFF MEMBER OF THE OHIO STATE BAR ASSOCIATION OR THE FOUNDATION SHALL CONSTITUTE ONE YEAR'S MINIMUM ANNUAL CONTRIBUTION IN COMPUTING THE MINIMUM ANNUAL CONTRIBUTION REFERENCED ABOVE. THE BOARD OF TRUSTEES MAY ALSO NAME HONORARY LIFE FELLOWS. ALL LIFE FELLOWS ARE VOTING MEMBERS OF THE OHIO STATE BAR FOUNDATION. DISTINGUISHED LIFE FELLOWS - DISTINGUISHED LIFE FELLOWS ARE LEADERS AMONG LEADERS IN THE FOUNDATION. DISTINGUISHED LIFE FELLOWS ARE FELLOWS THAT HAVE COMPLETED THEIR INITIAL FELLOWS PLEDGE TO THE FOUNDATION AND HAVE CONTINUED THEIR FINANCIAL SUPPORT OF THE FOUNDATION THROUGH CONTRIBUTIONS TOTALING AT LEAST $2,500. ALL DISTINGUISHED LIFE FELLOWS ARE VOTING MEMBERS OF THE OHIO STATE BAR FOUNDATION. SUPPORTING MEMBERS - OHIO STATE BAR ASSOCIATION MEMBERS WHO CONTRIBUTE AN AMOUNT DETERMINED BY THE BOARD OF TRUSTEES OF THE FOUNDATION, BUT IN NO EVENT LESS THAN $100, TO THE FOUNDATION DURING A CALENDAR YEAR ARE DESIGNATED AS SUPPORTING MEMBERS OF THE FOUNDATION. SUPPORTING MEMBERS OF THE FOUNDATION HAVE NO VOTING RIGHTS AND ARE NOT VOTING MEMBERS OF THE OHIO STATE BAR FOUNDATION. CONTRIBUTING MEMBERS - OHIO STATE BAR ASSOCIATION MEMBERS WHO CONTRIBUTE AN AMOUNT DETERMINED BY THE BOARD OF TRUSTEES OF THE FOUNDATION, BUT IN NO EVENT LESS THAN $50, TO THE FOUNDATION DURING A CALENDAR YEAR ARE DESIGNATED AS CONTRIBUTING MEMBERS OF THE FOUNDATION. CONTRIBUTING MEMBERS OF THE FOUNDATION HAVE NO VOTING RIGHTS AND ARE NOT VOTING MEMBERS OF THE OHIO STATE BAR FOUNDATION.
FORM 990, PART VI, SECTION A, LINE 7A   THE OHIO STATE BAR FOUNDATION HOLDS AN ANNUAL MEETING OF FELLOWS IN THE FALL OF EACH YEAR IN CONJUNCTION WITH THE FALL MEETING OF THE COUNCIL OF DELEGATES OF THE OHIO STATE BAR ASSOCIATION. AT THE ANNUAL MEETING OF FELLOWS (CHARTER FELLOWS, LIFE FELLOWS, AND DESIGNATED LIFE FELLOWS), THE FELLOWS ELECT TRUSTEES TO SERVE THREE-YEAR TERMS BEGINNING ON THE FIRST DAY OF THE CALENDAR YEAR FOLLOWING THEIR ELECTION. THE BOARD OF TRUSTEES THEN CONSISTS OF THE FOLLOWING: UP TO 15 TRUSTEES WHO HAVE BEEN ELECTED BY THE FELLOWS; THE PRESIDENT, PRESIDENT-ELECT, AND IMMEDIATE PAST PRESIDENT OF THE FOUNDATION; AND THE PRESIDENT AND PRESIDENT-ELECT OF THE OHIO STATE BAR ASSOCIATION. NOMINATION FOR THE TRUSTEES ELECTED BY THE FELLOWS IS COMPLETED BY THE NOMINATING COMMITTEE FOR TRUSTEES. THE NOMINATING COMMITTEE FOR TRUSTEES IS COMPRISED OF THE PRESIDENT OF THE OHIO STATE BAR ASSOCIATION AND THE PRESIDENT OF THE OHIO STATE BAR FOUNDATION ALONG WITH TWO FELLOWS APPOINTED BY THE PRESIDENT OF THE OHIO STATE BAR ASSOCIATION AND ONE FELLOW APPOINTED BY THE OHIO STATE BAR FOUNDATION. THE NOMINATING COMMITTEE THEN PREPARES A SLATE OF NOMINEES, ONE FOR EACH VACANCY THAT WILL EXIST AMONG THE ELECTED MEMBERS OF THE BOARD OF TRUSTEES.
FORM 990, PART VI, SECTION A, LINE 7B   THE CODE OF REGULATION MAY BE ALTERED, AMENDED, OR REPEALED AND A NEW CODE OF 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, 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 11   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 CONTRACTED TO HAVE AN EXTERNAL COMPENSATION STUDY COMPLETED FOR THE FOUNDATION. THIS COMPENSATION STUDY IS THEN USED BY THE ORGANIZATION IN THE PROCESS TO HELP DETERMINE THE COMPENSATION PACKAGE FOR THE EXECUTIVE DIRECTOR. THE BOARD OF TRUSTEES THEN APPROVES THE COMPENSATION PACKAGE OF THE EXECUTIVE DIRECTOR.
  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.
CHANGES IN NET ASSETS OR FUND BALANCES: FORM 990, PART XI, LINE 5: NET UNREALIZED GAINS ON INVESTMENTS: 1,767,084.
AUDIT COMMITTEE FORM 990, PART XII, LINE 2C THE ORGANIZATION HAS AN AUDIT 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.
For Paperwork Reduction Act Notice, see the Instructions for Form 990 or 990-EZ.
Cat. No. 51056K
Schedule O (Form 990 or 990-EZ) 2010

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