TY 2021 Form 990

(A) Name and title	(B) Average hours per week (list any hours for related organizations below dotted line)	(C) Position (do not check more than one box, unless person is both an officer and a director/trustee)	(E) Reportable compensation from related organizations (W-2/1099-MISC/1099-NEC)
(1) VELDA HOFACKER...................................................................... PRESIDENT	10.00 .................	X	X
(2) J KRISTIN BURKETT...................................................................... PRESIDENT-ELECT	2.00 .................	X	X
(3) MARK KITRICK...................................................................... IMMEDIATE PAST PRESIDENT	1.00 .................	X	X
(4) JOHN S STITH...................................................................... TREASURER	1.00 .................	X	X
(5) HON LINDA T TEODOSIO...................................................................... OFFICER SERVING EX-OFFICIO	1.00 .................	X
(6) DAVID H LEFTON...................................................................... OFFICER SERVING EX-OFFICIO	1.00 .................	X
(7) BELINDA S BARNES...................................................................... TRUSTEE	1.00 .................	X
(8) R BENJAMIN FRANZ...................................................................... TRUSTEE	1.00 .................	X
(9) HON DAVID HEJMANOWSKI...................................................................... TRUSTEE	1.00 .................	X
(10) JONATHAN HOLLINGSWORTH...................................................................... TRUSTEE	1.00 .................	X
(11) JOHN D HOLSCHUH...................................................................... TRUSTEE	1.00 .................	X
(12) TABITHA D JUSTICE...................................................................... TRUSTEE	1.00 .................	X
(13) RONALD L KAHN...................................................................... TRUSTEE	1.00 .................	X
(14) MICHELLE L KRANZ...................................................................... TRUSTEE	1.00 .................	X
(15) JANET L GREEN MARBLEY...................................................................... TRUSTEE	1.00 .................	X
(16) MARTIN E MOHLER...................................................................... TRUSTEE	1.00 .................	X
(17) MARLEY C NELSON...................................................................... TRUSTEE	1.00 .................	X

- TIN:

SCHEDULE A
(Form 990)

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.
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Attach to Form 990 or Form 990-EZ.
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Go to www.irs.gov/Form990 for instructions and the latest information.

OMB No. 1545-0047

2021

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 12, check only one box.)

A church, convention of churches, or association of churches described in section 170(b)(1)(A)(i).

A school described in section 170(b)(1)(A)(ii). (Attach Schedule E (Form 990).)

A hospital or a cooperative hospital service organization described in section 170(b)(1)(A)(iii).

A medical research organization operated in conjunction with a hospital described in section 170(b)(1)(A)(iii). Enter the hospital's name, city, and state:

An organization operated for the benefit of a college or university owned or operated by a governmental unit described in section 170(b)(1)(A)(iv). (Complete Part II.)

A federal, state, or local government or governmental unit described in section 170(b)(1)(A)(v).

An organization that normally receives a substantial part of its support from a governmental unit or from the general public described in section 170(b)(1)(A)(vi). (Complete Part II.)

A community trust described in section 170(b)(1)(A)(vi). (Complete Part II.)

An agricultural research organization described in 170(b)(1)(A)(ix) operated in conjunction with a land-grant college or university or a non-land grant college of agriculture. See instructions. Enter the name, city, and state of the college or university:

An organization that normally receives: (1) more than 33 1/3% of its support from contributions, membership fees, and gross receipts from activities related to its exempt functions—subject to certain exceptions, and (2) no more than 33 1/3% 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.)

An organization organized and operated exclusively to test for public safety. See section 509(a)(4).

An organization organized and operated exclusively for the benefit of, to perform the functions of, or to carry out the purposes of one or more publicly supported organizations described in section 509(a)(1) or section 509(a)(2). See section 509(a)(3). Check the box on lines 12a through 12d that describes the type of supporting organization and complete lines 12e, 12f, and 12g.

Type I. A supporting organization operated, supervised, or controlled by its supported organization(s), typically by giving the supported organization(s) the power to regularly appoint or elect a majority of the directors or trustees of the supporting organization. You must complete Part IV, Sections A and B.

Type II. A supporting organization supervised or controlled in connection with its supported organization(s), by having control or management of the supporting organization vested in the same persons that control or manage the supported organization(s). You must complete Part IV, Sections A and C.

Type III functionally integrated. A supporting organization operated in connection with, and functionally integrated with, its supported organization(s) (see instructions). You must complete Part IV, Sections A, D, and E.

Type III non-functionally integrated. A supporting organization operated in connection with its supported organization(s) that is not functionally integrated. The organization generally must satisfy a distribution requirement and an attentiveness requirement (see instructions). You must complete Part IV, Sections A and D, and Part V.

Check this box if the organization received a written determination from the IRS that it is a Type I, Type II, Type III functionally integrated, or Type III non-functionally integrated supporting organization.

Enter the number of supported organizations ...............................

Provide the following information about the supported organization(s).

(i) Name of supported organization	(ii) EIN	(iv) Is the organization listed in your governing document?		(v) Amount of monetary support (see instructions)	(vi) Amount of other support (see instructions)
(i) Name of supported organization	(ii) EIN	Yes	No	(v) Amount of monetary support (see instructions)	(vi) Amount of other support (see instructions)


Total

For Paperwork Reduction Act Notice, see the Instructions for
Form 990 or 990-EZ.

Cat. No. 11285F

Schedule A (Form 990) 2021

Page 2

Part II

Support Schedule for Organizations Described in Sections 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 failed to qualify under the tests listed below, please complete Part III.)

Section A. Public Support

Calendar year (or fiscal year beginning in)		(a) 2017	(b) 2018	(c) 2019	(d) 2020	(e) 2021	(f) Total
1	Gifts, grants, contributions, and membership fees received. (Do not include any "unusual grant.") ..	346,250	204,640	179,979	256,915	176,690	1,164,474
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	346,250	204,640	179,979	256,915	176,690	1,164,474
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) ..						12,524
6	Public support. Subtract line 5 from line 4.						1,151,950

Section B. Total Support

Calendar year (or fiscal year beginning in)		(a) 2017	(b) 2018	(c) 2019	(d) 2020	(e) 2021	(f) Total
7	Amounts from line 4..	346,250	204,640	179,979	256,915	176,690	1,164,474
8	Gross income from interest, dividends, payments received on securities loans, rents, royalties and income from similar sources...	1,036,245	1,206,937	914,921	1,178,479	1,238,839	5,575,421
9	Net income from unrelated business activities, whether or not the business is regularly carried on..
10	Other income. Do not include gain or loss from the sale of capital assets (Explain in Part VI.)..
11	Total support. Add lines 7 through 10						6,739,895

Gross receipts from related activities, etc. (see instructions) ..................

117,019

First 5 years. If the Form 990 is for the organization's first, second, third, fourth, or fifth tax year as a section 501(c)(3) organization, check this box and stop here ........................................ right arrow

Section C. Computation of Public Support Percentage

Public support percentage for 2021 (line 6, column (f) divided by line 11, column (f)) .........

17.090 %

Public support percentage for 2020 Schedule A, Part II, line 14 ...............

18.790 %

16a

33 1/3% support test—2021. If the organization did not check the box on line 13, and line 14 is 33 1/3 % or more, check this box
and stop here. The organization qualifies as a publicly supported organization ....................... right arrow

33 1/3% support test—2020. If the organization did not check a box on line 13 or 16a, and line 15 is 33 1/3% or more, check this
box and stop here. The organization qualifies as a publicly supported organization ..................... right arrow

17a

10%-facts-and-circumstances test—2021. If the organization did not check a box on line 13, 16a, or 16b, and line 14
is 10% or more, and if the organization meets the "facts-and-circumstances" test, check this box and stop here. Explain
in Part VI how the organization meets the "facts-and-circumstances" test. The organization qualifies as a publicly supported
organization ..................................................... right arrow

10%-facts-and-circumstances test—2020. If the organization did not check a box on line 13, 16a, 16b, or 17a, and line
15 is 10% or more, and if the organization meets the "facts-and-circumstances" test, check this box and stop here.
Explain in Part VI how the organization meets the "facts-and-circumstances" test. The organization qualifies as a publicly
supported organization ................................................ right arrow

Private foundation. If the organization did not check a box on line 13, 16a, 16b, 17a, or 17b, check this box and see
instructions ..................................................... right arrow

Schedule A (Form 990) 2021

Page 3

Part III

Support Schedule for Organizations Described in Section 509(a)(2)
(Complete only if you checked the box on line 10 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) 2017	(b) 2018	(c) 2019	(d) 2020	(e) 2021	(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) 2017	(b) 2018	(c) 2019	(d) 2020	(e) 2021	(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 on 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 VI.) ..
13	Total support. (Add lines 9, 10c, 11, and 12.)..

First 5 years. If the Form 990 is for the organization's first, second, third, fourth, or fifth tax year as a section 501(c)(3) organization,
check this box and stop here............................................. right arrow

Section C. Computation of Public Support Percentage

Public support percentage for 2021 (line 8, column (f) divided by line 13, column (f)) .........

Public support percentage from 2020 Schedule A, Part III, line 15 ...............

Section D. Computation of Investment Income Percentage

Investment income percentage for 2021 (line 10c, column (f) divided by line 13, column (f)) ......

Investment income percentage from 2020 Schedule A, Part III, line 17 .............

19a

331/3% support tests—2021. If the organization did not check the box on line 14, and line 15 is more than 33 1/3%, and line 17 is not more than 33 1/3%, check this box and stop here. The organization qualifies as a publicly supported organization ....... right arrow

33 1/3% support tests—2020. If the organization did not check a box on line 14 or line 19a, and line 16 is more than 33 1/3% and line 18 is not more than 33 1/3%, check this box and stop here. The organization qualifies as a publicly supported organization .... right arrow

Private foundation. If the organization did not check a box on line 14, 19a, or 19b, check this box and see instructions .... right arrow

Schedule A (Form 990) 2021

Page 4

Part IV

Supporting Organizations

(Complete only if you checked a box on line 12 of Part I. If you checked box 12a, of Part I, complete Sections A and B. If you checked box 12b, of Part I, complete Sections A and C. If you checked box 12c, of Part I, complete Sections A, D, and E. If you checked box12d, of Part I, complete Sections A and D, and complete Part V.)

Section A. All Supporting Organizations

Yes

Are all of the organization’s supported organizations listed by name in the organization’s governing documents?
If "No," describe in Part VI how the supported organizations are designated. If designated by class or purpose,
describe the designation. If historic and continuing relationship, explain.

Did the organization have any supported organization that does not have an IRS determination of status under section 509(a)(1) or (2)? If "Yes," explain in Part VI how the organization determined that the supported organization was described in section 509(a)(1) or (2).

Did the organization have a supported organization described in section 501(c)(4), (5), or (6)? If "Yes," answer lines 3b and 3c below.

Did the organization confirm that each supported organization qualified under section 501(c)(4), (5), or (6) and satisfied the public support tests under section 509(a)(2)? If "Yes," describe in Part VI when and how the organization made the determination.

Did the organization ensure that all support to such organizations was used exclusively for section 170(c)(2)(B) purposes? If "Yes," explain in Part VI what controls the organization put in place to ensure such use.

Was any supported organization not organized in the United States ("foreign supported organization")? If “Yes” and if you checked box 12a or 12b in Part I, answer lines 4b and 4c below.

Did the organization have ultimate control and discretion in deciding whether to make grants to the foreign supported organization? If “Yes,” describe in Part VI how the organization had such control and discretion despite being controlled or supervised by or in connection with its supported organizations.

Did the organization support any foreign supported organization that does not have an IRS determination under sections 501(c)(3) and 509(a)(1) or (2)? If “Yes,” explain in Part VI what controls the organization used to ensure that all support to the foreign supported organization was used exclusively for section 170(c)(2)(B) purposes.

Did the organization add, substitute, or remove any supported organizations during the tax year? If “Yes,” answer lines 5b and 5c below (if applicable). Also, provide detail in Part VI, including (i) the names and EIN numbers of the supported organizations added, substituted, or removed; (ii) the reasons for each such action; (iii) the authority under the organization's organizing document authorizing such action; and (iv) how the action was accomplished (such as by amendment to the organizing document).

Type I or Type II only. Was any added or substituted supported organization part of a class already designated in the organization's organizing document?

Substitutions only. Was the substitution the result of an event beyond the organization's control?

Did the organization provide support (whether in the form of grants or the provision of services or facilities) to anyone other than (i) its supported organizations, (ii) individuals that are part of the charitable class benefited by one or more of its supported organizations, or (iii) other supporting organizations that also support or benefit one or more of the filing organization’s supported organizations? If “Yes,” provide detail in Part VI.

Did the organization provide a grant, loan, compensation, or other similar payment to a substantial contributor (defined in section 4958(c)(3)(C)), a family member of a substantial contributor, or a 35% controlled entity with regard to a substantial contributor? If “Yes,” complete Part I of Schedule L (Form 990) .

Did the organization make a loan to a disqualified person (as defined in section 4958) not described on line 7? If “Yes,” complete Part I of Schedule L (Form 990).

Was the organization controlled directly or indirectly at any time during the tax year by one or more disqualified persons, as defined in section 4946 (other than foundation managers and organizations described in section 509(a)(1) or (2))? If “Yes,” provide detail in Part VI.

Did one or more disqualified persons (as defined on line 9a) hold a controlling interest in any entity in which the supporting organization had an interest? If “Yes,” provide detail in Part VI.

Did a disqualified person (as defined on line 9a) have an ownership interest in, or derive any personal benefit from, assets in which the supporting organization also had an interest? If “Yes,” provide detail in Part VI.

10a

Was the organization subject to the excess business holdings rules of section 4943 because of section 4943(f) (regarding certain Type II supporting organizations, and all Type III non-functionally integrated supporting organizations)? If “Yes,” answer line 10b below.

10a

Did the organization have any excess business holdings in the tax year? (Use Schedule C, Form 4720, to determine whether the organization had excess business holdings).

10b

Schedule A (Form 990) 2021

Page 5

Part IV

Supporting Organizations (continued)

Yes

Has the organization accepted a gift or contribution from any of the following persons?

A person who directly or indirectly controls, either alone or together with persons described on lines 11b and 11c below, the governing body of a supported organization?

11a

A family member of a person described on 11a above?

11b

A 35% controlled entity of a person described on line 11a or 11b above? If “Yes” to 11a, 11b, or 11c, provide detail in Part VI.

11c

Section B. Type I Supporting Organizations

Yes

Did the officers, directors, trustees, or membership of one or more supported organizations have the power to regularly appoint or elect at least a majority of the organization’s directors or trustees at all times during the tax year? If “No,” describe in Part VI how the supported organization(s) effectively operated, supervised, or controlled the organization’s activities. If the organization had more than one supported organization, describe how the powers to appoint and/or remove directors or trustees were allocated among the supported organizations and what conditions or restrictions, if any, applied to such powers during the tax year.

Did the organization operate for the benefit of any supported organization other than the supported organization(s) that operated, supervised, or controlled the supporting organization? If “Yes,” explain in Part VI how providing such benefit carried out the purposes of the supported organization(s) that operated, supervised or controlled the supporting organization.

Section C. Type II Supporting Organizations

Yes

Were a majority of the organization’s directors or trustees during the tax year also a majority of the directors or trustees of each of the organization’s supported organization(s)? If “No,” describe in Part VI how control or management of the supporting organization was vested in the same persons that controlled or managed the supported organization(s).

Section D. All Type III Supporting Organizations

Yes

Did the organization provide to each of its supported organizations, by the last day of the fifth month of the organization’s tax year, (i) a written notice describing the type and amount of support provided during the prior tax year, (ii) a copy of the Form 990 that was most recently filed as of the date of notification, and (iii) copies of the organization’s governing documents in effect on the date of notification, to the extent not previously provided?

Were any of the organization’s officers, directors, or trustees either (i) appointed or elected by the supported organization(s) or (ii) serving on the governing body of a supported organization? If "No," explain in Part VI how the organization maintained a close and continuous working relationship with the supported organization(s).

By reason of the relationship described in line 2 above, did the organization’s supported organizations have a significant voice in the organization’s investment policies and in directing the use of the organization’s income or assets at all times during the tax year? If "Yes," describe in Part VI the role the organization’s supported organizations played in this regard.

Section E. Type III Functionally-Integrated Supporting Organizations

Check the box next to the method that the organization used to satisfy the Integral Part Test during the year (see instructions):

The organization satisfied the Activities Test. Complete line 2 below.

The organization is the parent of each of its supported organizations. Complete line 3 below.

The organization supported a governmental entity. Describe in Part VI how you supported a government entity (see instructions)

Activities Test. Answer lines 2a and 2b below.

Yes

Did substantially all of the organization’s activities during the tax year directly further the exempt purposes of the supported organization(s) to which the organization was responsive? If "Yes," then in Part VI identify those supported organizations and explain how these activities directly furthered their exempt purposes, how the organization was responsive to those supported organizations, and how the organization determined that these activities constituted substantially all of its activities.

Did the activities described on line 2a, above constitute activities that, but for the organization’s involvement, one or more of the organization’s supported organization(s) would have been engaged in? If "Yes," explain in Part VI the reasons for the organization’s position that its supported organization(s) would have engaged in these activities but for the organization’s involvement.

Parent of Supported Organizations. Answer lines 3a and 3b below.

Did the organization have the power to regularly appoint or elect a majority of the officers, directors, or trustees of each of the supported organizations?If "Yes" or "No", provide details in Part VI.

Did the organization exercise a substantial degree of direction over the policies, programs and activities of each of its supported organizations? If "Yes," describe in Part VI. the role played by the organization in this regard.

Schedule A (Form 990) 2021

Page 6

Part V

Type III Non-Functionally Integrated 509(a)(3) Supporting Organizations

Check here if the organization satisfied the Integral Part Test as a qualifying trust on Nov. 20, 1970 (explain in Part VI). See instructions. All other Type III non-functionally integrated supporting organizations must complete Sections A through E.

	Section A - Adjusted Net Income		(A) Prior Year	(B) Current Year (optional)
1	Net short-term capital gain	1
2	Recoveries of prior-year distributions	2
3	Other gross income (see instructions)	3
4	Add lines 1 through 3	4
5	Depreciation and depletion	5
6	Portion of operating expenses paid or incurred for production or collection of gross income or for management, conservation, or maintenance of property held for production of income (see instructions)	6
7	Other expenses (see instructions)	7
8	Adjusted Net Income (subtract lines 5, 6 and 7 from line 4)	8

	Section B - Minimum Asset Amount		(A) Prior Year	(B) Current Year (optional)
1	Aggregate fair market value of all non-exempt-use assets (see instructions for short tax year or assets held for part of year):	1
a	Average monthly value of securities	1a
b	Average monthly cash balances	1b
c	Fair market value of other non-exempt-use assets	1c
d	Total (add lines 1a, 1b, and 1c)	1d
e	Discount claimed for blockage or other factors (explain in detail in Part VI):
2	Acquisition indebtedness applicable to non-exempt use assets	2
3	Subtract line 2 from line 1d	3
4	Cash deemed held for exempt use. Enter 0.015 of line 3 (for greater amount, see instructions).	4
5	Net value of non-exempt-use assets (subtract line 4 from line 3)	5
6	Multiply line 5 by 0.035	6
7	Recoveries of prior-year distributions	7
8	Minimum Asset Amount (add line 7 to line 6)	8

	Section C - Distributable Amount		Current Year
1	Adjusted net income for prior year (from Section A, line 8, Column A)	1
2	Enter 85% of line 1	2
3	Minimum asset amount for prior year (from Section B, line 8, Column A)	3
4	Enter greater of line 2 or line 3	4
5	Income tax imposed in prior year	5
6	Distributable Amount. Subtract line 5 from line 4, unless subject to emergency temporary reduction (see instructions)	6

Check here if the current year is the organization's first as a non-functionally-integrated Type III supporting organization (see instructions)

Schedule A (Form 990) 2021

Page 7

Part V

Type III Non-Functionally Integrated 509(a)(3) Supporting Organizations(continued)

Section D - Distributions		Current Year
1 Amounts paid to supported organizations to accomplish exempt purposes	1
2 Amounts paid to perform activity that directly furthers exempt purposes of supported organizations, in excess of income from activity	2
3 Administrative expenses paid to accomplish exempt purposes of supported organizations	3
4 Amounts paid to acquire exempt-use assets	4
5 Qualified set-aside amounts (prior IRS approval required - provide details in Part VI)	5
6 Other distributions (describe in Part VI). See instructions	6
7Total annual distributions. Add lines 1 through 6.	7
8 Distributions to attentive supported organizations to which the organization is responsive (provide details in Part VI). See instructions	8
9 Distributable amount for 2021 from Section C, line 6	9
10 Line 8 amount divided by Line 9 amount	10

Section E - Distribution Allocations (see instructions)		(i) Excess Distributions	(ii) Underdistributions Pre-2021	(iii) Distributable Amount for 2021
1 Distributable amount for 2021 from Section C, line 6
2 Underdistributions, if any, for years prior to 2021 (reasonable cause required-- explain in Part VI). See instructions.
3 Excess distributions carryover, if any, to 2021:
a From 2016.......
b From 2017.......
c From 2018.......
d From 2019.......
e From 2020.......
fTotal of lines 3a through e
g Applied to underdistributions of prior years
h Applied to 2021 distributable amount
i Carryover from 2016 not applied (see instructions)
j Remainder. Subtract lines 3g, 3h, and 3i from line 3f.
4Distributions for 2021 from Section D, line 7:
$
a Applied to underdistributions of prior years
b Applied to 2021 distributable amount
c Remainder. Subtract lines 4a and 4b from line 4.
5 Remaining underdistributions for years prior to 2021, if any. Subtract lines 3g and 4a from line 2. If the amount is greater than zero, explain in Part VI. See instructions.
6 Remaining underdistributions for 2021. Subtract lines 3h and 4b from line 1. If the amount is greater than zero, explain in Part VI. See instructions.
7 Excess distributions carryover to 2022. Add lines 3j and 4c.
8 Breakdown of line 7:
a Excess from 2017.....
b Excess from 2018.....
c Excess from 2019.....
d Excess from 2020.....
e Excess from 2021.....

Schedule A (Form 990) (2021)

Schedule A (Form 990) 2021

Page 8

Part VI

Supplemental Information. Provide the explanations required by Part II, line 10; Part II, line 17a or 17b; Part III, line 12; Part IV, Section A, lines 1, 2, 3b, 3c, 4b, 4c, 5a, 6, 9a, 9b, 9c, 11a, 11b, and 11c; Part IV, Section B, lines 1 and 2; Part IV, Section C, line 1; Part IV, Section D, lines 2 and 3; Part IV, Section E, lines 1c, 2a, 2b, 3a and 3b; Part V, line 1; Part V, Section B, line 1e; Part V Section D, lines 5, 6, and 8; and Part V, Section E, lines 2, 5, and 6. Also complete this part for any additional information. (See instructions).

Facts And Circumstances Test

Return Reference	Explanation
PART II, SECTION C, LINE 17A, FACTS AND CIRCUMSTANCES TEST:	ALTHOUGH THE FOUNDATION DID NOT SATISFY THE 33-1/3 PERCENT-OF-SUPPORT TEST DESCRIBED IN REG. SEC. 1.170A-9(F)(2), FOR THE REASONS DISCUSSED BELOW, THE FOUNDATION QUALIFIES AS A PUBLICLY SUPPORTED ORGANIZATION UNDER THE FACTS AND CIRCUMSTANCES TEST DESCRIBED IN REG. SEC. 1.170A-9(F)(3). PERCENTAGE OF PUBLIC SUPPORT: TO BEGIN, THE FOUNDATION'S PUBLIC SUPPORT EXCEEDS THE "10 PERCENT OF TOTAL SUPPORT" TEST EXPLAINED IN REG. SEC. 1.170A-9(F)(3)(I). SPECIFICALLY, THE FOUNDATION RECEIVED 17.09% OF ITS TOTAL SUPPORT FROM DIRECT OR INDIRECT CONTRIBUTIONS FROM THE GENERAL PUBLIC. ATTRACTION OF PUBLIC SUPPORT; SOURCES OF PUBLIC SUPPORT: THE FOUNDATION ALSO MEETS THE "ATTRACTION OF PUBLIC SUPPORT" TEST EXPLAINED IN REG. SEC. 1.170A-9(F)(3)(II) BY MAINTAINING A CONTINUOUS AND BONA FIDE PROGRAM FOR THE ATTRACTION OF FUNDS FROM THE GENERAL PUBLIC AND CARRIES ON ACTIVITIES DESIGNED TO ATTRACT SUPPORT FROM ORGANIZATIONS DESCRIBED IN IRC SECTIONS 170(B)(1)(A)(I) THROUGH (VI), THE SCOPE OF WHICH IS REASONABLE IN LIGHT OF THE FOUNDATION'S ACTIVITIES. MOREOVER, THE FOUNDATION'S SUPPORT IS REPRESENTATIVE OF A NUMBER OF PERSONS AND DOES NOT COME FROM THE MEMBERS OF A SINGLE FAMILY IN SATISFACTION OF REG. SEC. 1.170A-9(F)(3)(III)(B). GOVERNING BODY: THE FOUNDATION'S GOVERNING BODY IS REPRESENTATIVE OF BROAD PUBLIC INTERESTS, RATHER THAN THE PERSONAL OR PRIVATE INTERESTS OF A LIMITED NUMBER OF DONORS, AS CONTEMPLATED BY REG. SEC. 1.170A-9(F)(3)(III)(C). THE MEMBERS OF THE BOARD OF TRUSTEES CONSIST OF INDIVIDUALS COMMITTED TO THE PURPOSES OF THE FOUNDATION AND EACH BRINGS SPECIAL KNOWLEDGE OR EXPERTISE TO THE ACTIVITIES CONDUCTED BY THE FOUNDATION. PUBLIC FACILITIES OR SERVICES: TO DATE, THE FOUNDATION'S ACTIVITIES INCLUDE MAKING PROGRAMMATIC GRANTS TO PROMOTE PUBLIC UNDERSTANDING OF THE LAW AND IMPROVEMENTS IN THE JUSTICE SYSTEM THROUGHOUT OHIO. SUCH ACTIVITIES ARE A PUBLIC SERVICE WITHIN THE MEANING OF REG. SEC. 1.170A-9(F)(3)(III)(D). FOR THE FORGOING REASONS, THE FOUNDATION SATISFIES THE "FACTS AND CIRCUMSTANCES" TEST OF REG. SEC. 1.170A-9(F)(3) AND QUALIFIES AS A PUBLICLY SUPPORTED ORGANIZATION UNDER IRC SEC. 170(B)(1)(A)(VI).

Return Reference

Explanation

PART II, SECTION C, LINE 17A, FACTS AND CIRCUMSTANCES TEST:

ALTHOUGH THE FOUNDATION DID NOT SATISFY THE 33-1/3 PERCENT-OF-SUPPORT TEST DESCRIBED IN REG. SEC. 1.170A-9(F)(2), FOR THE REASONS DISCUSSED BELOW, THE FOUNDATION QUALIFIES AS A PUBLICLY SUPPORTED ORGANIZATION UNDER THE FACTS AND CIRCUMSTANCES TEST DESCRIBED IN REG. SEC. 1.170A-9(F)(3). PERCENTAGE OF PUBLIC SUPPORT: TO BEGIN, THE FOUNDATION'S PUBLIC SUPPORT EXCEEDS THE "10 PERCENT OF TOTAL SUPPORT" TEST EXPLAINED IN REG. SEC. 1.170A-9(F)(3)(I). SPECIFICALLY, THE FOUNDATION RECEIVED 17.09% OF ITS TOTAL SUPPORT FROM DIRECT OR INDIRECT CONTRIBUTIONS FROM THE GENERAL PUBLIC. ATTRACTION OF PUBLIC SUPPORT; SOURCES OF PUBLIC SUPPORT: THE FOUNDATION ALSO MEETS THE "ATTRACTION OF PUBLIC SUPPORT" TEST EXPLAINED IN REG. SEC. 1.170A-9(F)(3)(II) BY MAINTAINING A CONTINUOUS AND BONA FIDE PROGRAM FOR THE ATTRACTION OF FUNDS FROM THE GENERAL PUBLIC AND CARRIES ON ACTIVITIES DESIGNED TO ATTRACT SUPPORT FROM ORGANIZATIONS DESCRIBED IN IRC SECTIONS 170(B)(1)(A)(I) THROUGH (VI), THE SCOPE OF WHICH IS REASONABLE IN LIGHT OF THE FOUNDATION'S ACTIVITIES. MOREOVER, THE FOUNDATION'S SUPPORT IS REPRESENTATIVE OF A NUMBER OF PERSONS AND DOES NOT COME FROM THE MEMBERS OF A SINGLE FAMILY IN SATISFACTION OF REG. SEC. 1.170A-9(F)(3)(III)(B). GOVERNING BODY: THE FOUNDATION'S GOVERNING BODY IS REPRESENTATIVE OF BROAD PUBLIC INTERESTS, RATHER THAN THE PERSONAL OR PRIVATE INTERESTS OF A LIMITED NUMBER OF DONORS, AS CONTEMPLATED BY REG. SEC. 1.170A-9(F)(3)(III)(C). THE MEMBERS OF THE BOARD OF TRUSTEES CONSIST OF INDIVIDUALS COMMITTED TO THE PURPOSES OF THE FOUNDATION AND EACH BRINGS SPECIAL KNOWLEDGE OR EXPERTISE TO THE ACTIVITIES CONDUCTED BY THE FOUNDATION. PUBLIC FACILITIES OR SERVICES: TO DATE, THE FOUNDATION'S ACTIVITIES INCLUDE MAKING PROGRAMMATIC GRANTS TO PROMOTE PUBLIC UNDERSTANDING OF THE LAW AND IMPROVEMENTS IN THE JUSTICE SYSTEM THROUGHOUT OHIO. SUCH ACTIVITIES ARE A PUBLIC SERVICE WITHIN THE MEANING OF REG. SEC. 1.170A-9(F)(3)(III)(D). FOR THE FORGOING REASONS, THE FOUNDATION SATISFIES THE "FACTS AND CIRCUMSTANCES" TEST OF REG. SEC. 1.170A-9(F)(3) AND QUALIFIES AS A PUBLICLY SUPPORTED ORGANIZATION UNDER IRC SEC. 170(B)(1)(A)(VI).

Schedule A (Form 990) 2021

Additional Data

Software ID:
Software Version:

- TIN:

Schedule B
(Form 990)

Department of the Treasury
Internal Revenue Service

Schedule of Contributors

Attach to Form 990, 990-EZ, or 990-PF.

Go to www.irs.gov/Form990 for the latest information.

OMB No. 1545-0047

2021

Name of the organization

OHIO STATE BAR FOUNDATION

Employer identification number

31-6054093

Organization type (check one):

Filers of:

Section:

Form 990 or 990-EZ

501(c)( ) (enter number) organization

4947(a)(1) nonexempt charitable trust not treated as a private foundation

527 political organization

Form 990-PF

501(c)(3) exempt private foundation

4947(a)(1) nonexempt charitable trust treated as a private foundation

501(c)(3) taxable private foundation

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

For an organization filing Form 990, 990-EZ, or 990-PF that received, during the year, contributions totaling $5,000 or more (in money or other property) from any one contributor. Complete Parts I and II. See instructions for determining a contributor's total contributions.

Special Rules

For an organization described in section 501(c)(3) filing Form 990 or 990-EZ that met the 33¹/3% support test of the regulations
under sections 509(a)(1) and 170(b)(1)(A)(vi), that checked Schedule A (Form 990 or 990-EZ), Part II, line 13, 16a, or 16b, and that received from any one contributor, during the year, total contributions of the greater of (1) $5,000 or (2) 2% of the amount on (i) Form 990, Part VIII, line 1h, or (ii) Form 990-EZ, line 1. Complete Parts I and II.

For an organization described in section 501(c)(7), (8), or (10) filing Form 990 or 990-EZ that received from any one contributor,
during the year, total contributions of more than $1,000 exclusively for religious, charitable, scientific, literary, or educational purposes, or for the prevention of cruelty to children or animals. Complete Parts I, II, and III.

For an organization described in section 501(c)(7), (8), or (10) filing Form 990 or 990-EZ that received from any one contributor,
during the year, contributions exclusively for religious, charitable, etc., purposes, but no such contributions totaled more than $1,000. If this box is checked, enter here the total contributions that were received during the year for an exclusively religious, charitable, etc., purpose. Don't complete any of the parts unless the General Rule applies to this organization because it received nonexclusively religious, charitable, etc., contributions totaling $5,000 or more during the year ......... Arrow Bullet

Caution: An organization that isn't covered by the General Rule and/or the Special Rules doesn't 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 on line H of its Form 990-EZ
or on its Form 990PF, Part I, line 2, to certify that it doesn't 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) (2021)

Schedule B (Form 990) (2021) Page 2

Name of organization OHIO STATE BAR FOUNDATION

Part I Contributors	Contributors (see instructions). Use duplicate copies of Part I if additional space is needed.
(a) No.	(b) Name, address, and ZIP + 4	(c) Total contributions	(d) Type of contribution
RESTRICTED	,	$ RESTRICTED	Person Payroll Noncash (Complete Part II for noncash contributions.)
(a) No.	(b) Name, address, and ZIP + 4	(c) Total contributions	(d) Type of contribution
		$	Person Payroll Noncash (Complete Part II for noncash contributions.)
(a) No.	(b) Name, address, and ZIP + 4	(c) Total contributions	(d) Type of contribution
		$	Person Payroll Noncash (Complete Part II for noncash contributions.)
(a) No.	(b) Name, address, and ZIP + 4	(c) Total contributions	(d) Type of contribution
		$	Person Payroll Noncash (Complete Part II for noncash contributions.)
(a) No.	(b) Name, address, and ZIP + 4	(c) Total contributions	(d) Type of contribution
		$	Person Payroll Noncash (Complete Part II for noncash contributions.)
(a) No.	(b) Name, address, and ZIP + 4	(c) Total contributions	(d) Type of contribution
		$	Person Payroll Noncash (Complete Part II for noncash contributions.)
Schedule B (Form 990) (2021)

Schedule B (Form 990) (2021)

Page 3

Name of organization OHIO STATE BAR FOUNDATION		Employer identification number 31-6054093

Part II	Noncash Property (see instructions). Use duplicate copies of Part II if additional space is needed.
(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) (2021)

Schedule B (Form 990) (2021)

Page 4


Name of organization OHIO STATE BAR FOUNDATION			Employer identification number 31-6054093
Part III Exclusively religious, charitable, etc., contributions to organizations described in section 501(c)(7), (8), or (10) that total more than $1,000 for the year from any one contributor. 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.) $ Use duplicate copies of Part III if additional space is needed.

(a)
No. from Part I

(b) Purpose 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

(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

(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

(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) (2021)

Additional Data

Software ID:
Software Version:

- TIN:

SCHEDULE D
(Form 990)

Department of the Treasury
Internal Revenue Service

Supplemental Financial Statements

Complete if the organization answered "Yes," on Form 990,
Part IV, line 6, 7, 8, 9, 10, 11a, 11b, 11c, 11d, 11e, 11f, 12a, or 12b.
SchDMd Bullet

Attach to Form 990.
SchDMd Bullet

Go to www.irs.gov/Form990 for instructions and the latest information.

OMB No. 1545-0047

2021

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" on Form 990, Part IV, line 6.

		(a) Donor advised funds	(b) Funds and other accounts
1	Total number at end of year .........
2	Aggregate value of contributions to (during year)
3	Aggregate value of grants from (during year)
4	Aggregate value at end of year ........

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? ............

Yes No

Did the organization inform all grantees, donors, and donor advisors in writing that grant funds can 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? ...................................

Yes No

Part II

Conservation Easements.
Complete if the organization answered "Yes" on Form 990, Part IV, line 7.

Purpose(s) of conservation easements held by the organization (check all that apply).

Preservation of land for public use (e.g., recreation or education) Preservation of an historically important land area

Protection of natural habitat Preservation of a certified historic structure

Preservation of open space

Complete lines 2a through 2d if the organization held a qualified conservation contribution in the form of a conservation easement on the last day of the tax 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 7/25/06, and not on a historic structure listed in the National Register ...	2d

Number of conservation easements modified, transferred, released, extinguished, or terminated by the organization during the
tax year SchDMd Bullet

Number of states where property subject to conservation easement is located SchDMd Bullet

Does the organization have a written policy regarding the periodic monitoring, inspection, handling of violations, and enforcement of the conservation easements it holds? ............

Yes No

Staff and volunteer hours devoted to monitoring, inspecting, handling of violations, and enforcing conservation easements during the year
SchDMd Bullet

Amount of expenses incurred in monitoring, inspecting, handling of violations, and enforcing conservation easements during the year
SchDMd Bullet

Does each conservation easement reported on line 2(d) above satisfy the requirements of section 170(h)(4)(B)(i) and section 170(h)(4)(B)(ii)? .............................

Yes No

In Part XIII, 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" on Form 990, Part IV, line 8.

If the organization elected, as permitted under FASB ASC 958, 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 XIII, the text of the footnote to its financial statements that describes these items.

If the organization elected, as permitted under FASB ASC 958, 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)

Revenue included on Form 990, Part VIII, line 1 ......................... SchDMd Bullet

(ii)

Assets included in Form 990, Part X ............................... SchDMd Bullet

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 FASB ASC 958 relating to these items:

Revenue included on Form 990, Part VIII, line 1 .......................... SchDMd Bullet

Assets included in Form 990, Part X ............................... SchDMd Bullet

For Paperwork Reduction Act Notice, see the Instructions for Form 990.

Cat. No. 52283D

Schedule D (Form 990) 2021

Page 2

Part III

Organizations Maintaining Collections of Art, Historical Treasures, or Other Similar Assets (continued)

Using the organization’s acquisition, accession, and other records, check any of the following that are a significant use of its collection items (check all that apply):

Public exhibition

Loan or exchange programs

Scholarly research

Other

Preservation for future generations

Provide a description of the organization’s collections and explain how they further the organization’s exempt purpose in
Part XIII.

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?...

Yes No

Part IV

Escrow and Custodial Arrangements. Complete if the organization answered "Yes" on Form 990, Part IV, line 9, or reported an amount on Form 990, Part X, line 21.

Is the organization an agent, trustee, custodian or other intermediary for contributions or other assets not
included on Form 990, Part X? ....................................

Yes No


b	If "Yes," explain the arrangement in Part XIII 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

Did the organization include an amount on Form 990, Part X, line 21, for escrow or custodial account liability? ...

Yes No

If "Yes," explain the arrangement in Part XIII. Check here if the explanation has been provided in Part XIII ....

Part V

Endowment Funds.
Complete if the organization answered "Yes" on 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 ....	397,150	501,216	517,230	515,959	511,296
b	Contributions ...	27,995	28,050	12,698	34,973	27,257
c	Net investment earnings, gains, and losses	16	793	3,962	2,969	1,210
d	Grants or scholarships ...	23,949	119,000	11,000	11,500	8,000
e	Other expenditures for facilities and programs ...	19,669	13,515	20,221	23,831	14,596
f	Administrative expenses ....	202	394	1,453	1,340	1,208
g	End of year balance ......	381,341	397,150	501,216	517,230	515,959

Provide the estimated percentage of the current year end balance (line 1g, column (a)) held as:

Board designated or quasi-endowment SchDMd Bullet

41.100 %

Permanent endowment SchDMd Bullet

3.850 %

Term endowment SchDMd Bullet

55.050 %

The percentages on lines 2a, 2b, and 2c should equal 100%.

Are there endowment funds not in the possession of the organization that are held and administered for the
organization by:

Yes

(i) Unrelated organizations .................

3a(i)

(ii) Related organizations .................

3a(ii)

If "Yes" on 3a(ii), are the related organizations listed as required on Schedule R? .........

Describe in Part XIII the intended uses of the organization's endowment funds.

Part VI

Land, Buildings, and Equipment.
Complete if the organization answered "Yes" on Form 990, Part IV, line 11a. See Form 990, Part X, line 10.

Description of property		(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 ....	25,215	20,426	4,789
e	Other .....	15,000	15,000	0
Total. Add lines 1a through 1e. (Column (d) must equal Form 990, Part X, column (B), line 10(c).)..				4,789

Schedule D (Form 990) 2021

Page 3

Part VII

Investments - Other Securities.
Complete if the organization answered "Yes" on Form 990, Part IV, line 11b. 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........
(3)Other
(A)
(B)
(C)
(D)
(E)
(F)
(G)
(H)
Total. (Column (b) must equal Form 990, Part X, col. (B) line 12.)

Part VIII

Investments - Program Related. Complete if the organization answered 'Yes' on Form 990, Part IV, line 11c. See Form 990, Part X, line 13.

(a) Description of investment	(b) Book value	(c) Method of valuation: Cost or end-of-year market value

(1)
(2)
(3)
(4)
(5)
(6)
(7)
(8)
(9)
Total. (Column (b) must equal Form 990, Part X, col.(B) line 13.)

Part IX

Other Assets.
Complete if the organization answered 'Yes' on Form 990, Part IV, line 11d. See Form 990, Part X, line 15.

(a) Description				(b) Book value

(1)
(2)
(3)
(4)
(5)
(6)
(7)
(8)
(9)
Total. (Column (b) must equal Form 990, Part X, col.(B) line 15.)...........

Part X

Other Liabilities.
Complete if the organization answered 'Yes' on Form 990, Part IV, line 11e or 11f. See Form 990, Part X, line 25.

1.(a) Description of liability	(b) Book value
(1) Federal income taxes

(2)
(3)
(4)
(5)
(6)
(7)
(8)
(9)
Total. (Column (b) must equal Form 990, Part X, col.(B) line 25.)
2. Liability for uncertain tax positions. In Part XIII, 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 (ASC 740). Check here if the text of the footnote has been provided in Part XIII

Schedule D (Form 990) 2021

Page 4

Part XI Reconciliation of Revenue per Audited Financial Statements With Revenue per Return. Complete if the organization answered 'Yes' on Form 990, Part IV, line 12a.
1	Total revenue, gains, and other support per audited financial statements .......			1	10,639,352
2	Amounts included on line 1 but not on Form 990, Part VIII, line 12:
a	Net unrealized gains (losses) on investments ....	2a	7,824,858
b	Donated services and use of facilities .........	2b
c	Recoveries of prior year grants ...........	2c
d	Other (Describe in Part XIII.) ............	2d
e	Add lines 2a through 2d .....................			2e	7,824,858
3	Subtract line 2e from line 1..................			3	2,814,494
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	193,905
b	Other (Describe in Part XIII.) ...........	4b
c	Add lines 4a and 4b....................			4c	193,905
5	Total revenue. Add lines 3 and 4c. (This must equal Form 990, Part I, line 12.) ......			5	3,008,399

Part XII Reconciliation of Expenses per Audited Financial Statements With Expenses per Return. Complete if the organization answered 'Yes' on Form 990, Part IV, line 12a.
1	Total expenses and losses per audited financial statements ...........			1	2,129,928
2	Amounts included on line 1 but not on Form 990, Part IX, line 25:
a	Donated services and use of facilities .........	2a
b	Prior year adjustments ............	2b
c	Other losses ................	2c
d	Other (Describe in Part XIII.) ............	2d
e	Add lines 2a through 2d....................			2e	0
3	Subtract line 2e from line 1...................			3	2,129,928
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	193,905
b	Other (Describe in Part XIII.) ............	4b
c	Add lines 4a and 4b.....................			4c	193,905
5	Total expenses. Add lines 3 and 4c. (This must equal Form 990, Part I, line 18.) ......			5	2,323,833

Part XIII

Supplemental Information

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, line 2; Part XI, lines 2d and 4b; and Part XII, lines 2d and 4b. Also complete this part to provide any additional information.

Return Reference

Explanation

PART V, LINE 4:

INTENDED USE OF THE ORGANIZATION'S BOARD DESIGNATED FUNDS AND RESTRICTED NET ASSETS: (1) CHIEF JUSTICE MOYER LEGACY FUND-DURING 2010, THE FOUNDATION'S BOARD OF TRUSTEES ESTABLISHED THE CHIEF JUSTICE MOYER LEGACY FUND. THIS FUND WAS CREATED TO RECOGNIZE THE IMPACT THE LATE CHIEF JUSTICE MOYER HAD ON OHIO'S JUSTICE SYSTEM. THE GOAL OF THE FUND IS TO SUPPORT EFFORTS THAT WERE IMPORTANT TO CHIEF JUSTICE MOYER, INCLUDING THE ADMINISTRATION OF JUSTICE AND PUBLIC UNDERSTANDING OF THE LAW IN THE STATE OF OHIO. TWO SUITABLE INITIATIVES HAVE BEEN IDENTIFIED TO RECEIVE DISTRIBUTIONS FROM THE MOYER LEGACY FUND. CONTRIBUTIONS WILL SUPPORT: -ENDOWING A CHIEF JUSTICE MOYER PROFESSORSHIP FOR THE ADMINISTRATION OF JUSTICE AND RULE OF LAW AT THE OHIO STATE UNIVERSITY MORITZ COLLEGE OF LAW TO HONOR AND CONTINUE CHIEF JUSTICE MOYER'S LEGACY OF INTEGRITY AND PROFESSIONALISM, AND THEREBY DEEPEN THE IMPACT OF THESE QUALITIES ON THE LIVES OF COUNTLESS STUDENTS AND ON THE LAW ITSELF. -MAKING FELLOWSHIP GRANTS TO LAW STUDENTS AT OHIO LAW SCHOOLS TO SUPPORT ROTATING FELLOWSHIP AWARDS FURTHERING STATEWIDE LEGAL EDUCATION INITIATIVES AND PROGRAMS ALLOWING EXCEPTIONAL LAW STUDENTS TO PURSUE THE CONCEPTS OF ETHICS, CIVILITY AND THE RULE OF LAW WHICH GUIDED CHIEF JUSTICE MOYER THROUGHOUT HIS CAREER. (2) DESIGNATED FOR RENT-UNDER A THREE-PARTY AGREEMENT AMONG THE FOUNDATION, THE ASSOCIATION (THE TERM "ASSOCIATION," WHEN USED IN THIS SECTION, REFERS TO THE OHIO STATE BAR ASSOCIATION, A 501(C)(6) NON-PROFIT ORGANIZATION), AND THE OHIO STATE UNIVERSITY, THE FOUNDATION OWNED A PORTION OF THE FEE IN THE OHIO LEGAL CENTER BUILDING. THE FOUNDATION RAISED A PORTION OF THE FUNDS FOR THE CONSTRUCTION OF THAT BUILDING. NEGOTIATIONS AMONG THE PARTIES CONCERNING VACATING THE OHIO LEGAL CENTER AND RELOCATION TO THE ASSOCIATION BUILDING RESULTED IN THE FOLLOWING, WHICH WAS SUPPORTED BY AN INTERNAL REVENUE SERVICE PRIVATE LETTER RULING ISSUED DECEMBER 24, 1990. THE PRIVATE LETTER RULING STIPULATED THE FOLLOWING: THE DEPOSIT OF FUNDS WILL BE IN AN INTEREST BEARING ACCOUNT, THE INTEREST OF WHICH IS TO BE PAID TO THE ASSOCIATION IN CONSIDERATION OF THE FOUNDATION'S RIGHT TO OCCUPY SPACE. THE FOUNDATION WILL RECEIVE CERTAIN ANCILLARY SERVICES FROM THE ASSOCIATION, AT NO COST. AS COMPENSATION FOR ITS RIGHT OF POSSESSION IN THE OHIO LEGAL CENTER, THE FOUNDATION RECEIVED $153,000 FROM THE OHIO STATE UNIVERSITY AND THE RIGHT TO OCCUPY A PORTION OF THE NEW ASSOCIATION BUILDING FOR AS LONG AS ASSOCIATION OCCUPIES SUCH BUILDING. (3) EDUCATION IN REAL PROPERTY LAW (BRADLEY J. SCHAEFFER MEMORIAL FUND)-IN NOVEMBER 1992, THE FOUNDATION'S BOARD OF TRUSTEES ACCEPTED AND ADOPTED THE BRADLEY J. SCHAEFFER MEMORIAL FUND. THIS FUND WAS ESTABLISHED TO PERPETUATE THE MEMORY OF BRADLEY J. SCHAEFFER, A LAUREATE OF THE FOUNDATION, BECAUSE OF THE SIGNIFICANT CONTRIBUTIONS HE MADE TO REAL PROPERTY LAW PRACTICE IN THE STATE OF OHIO. IN NOVEMBER 2001, THE BOARD RESOLVED TO CONTINUE TO MAINTAIN THE FUND, MAKING AN APPROPRIATE PORTION OF THE FUND AVAILABLE TO THE REAL PROPERTY SECTION OF THE ASSOCIATION FOR THE PURPOSE OF ASSISTING THAT SECTION IN SPONSORING AND PRESENTING AN ANNUAL PROGRAM, TO BE KNOWN AS "THE BRADLEY J. SCHAEFFER REAL PROPERTY INSTITUTE." AMOUNTS TO BE EXPENDED SHALL BE REQUESTED ANNUALLY, SUBJECT TO SUCH ANNUAL LIMITS, AS TO ENABLE THE FUNDING OF THE BRADLEY J. SCHAEFFER REAL PROPERTY INSTITUTE INDEFINITELY. (4) THE LAW AND LEADERSHIP INSTITUTE FUND WAS ESTABLISHED IN 2009 BY A GRANT FROM THE FOUNDATION TO THE OHIO CENTER FOR LAW-RELATED EDUCATION TO FUND THE LAW & LEADERSHIP INSTITUTE ("LLI"). THE GOAL OF LLI IS TO ESTABLISH AND SUSTAIN A "PIPELINE" INTO THE LEGAL PROFESSION FOR DISADVANTAGED STUDENTS FROM UNDERSERVED SCHOOLS. LLI WAS DEVELOPED AND PROMOTED IN PARTNERSHIP WITH THE ASSOCIATION, OHIO'S METROPOLITAN BAR ASSOCIATIONS, THE LAW SCHOOLS IN OHIO, THE SUPREME COURT OF OHIO, THE LEAGUE OF WOMEN VOTERS, AND OTHERS. LLI ENCOURAGES INVOLVEMENT BY FELLOWS, PRIVATE CITIZENS, LAW FIRMS, AND BUSINESSES. THE FUNDS ARE RESTRICTED FOR THE PURPOSE OF SUPPORTING LLI AND ITS MISSION. (5) THE FRIENDS AND NEIGHBORS ENDOWMENT (FANE) FUND WAS ESTABLISHED IN 2005 IN RECOGNITION OF 10 YEARS OF SERVICE BY A FORMER EXECUTIVE DIRECTOR OF THE FOUNDATION. WHILE CONTRIBUTIONS BY FELLOWS AND LIFE FELLOWS ARE WELCOME, THIS FUND ALSO ENCOURAGES INVOLVEMENT BY NON-LAWYERS, LAW FIRMS, BUSINESSES AND OTHERS WHO ARE NOT ELIGIBLE TO BECOME FOUNDATION FELLOWS. INVESTMENT INCOME EARNED ON THIS FUND WILL BE USED TO FUND FOUNDATION PROGRAMS.

PART X, LINE 2:

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, 2020 AND 2019, THE FOUNDATION EARNED NO UNRELATED BUSINESS INCOME. 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 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.

Schedule D (Form 990) 2021

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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," on Form 990, Part IV, line 21 or 22.
lBullet

Attach to Form 990.
lBullet

Go to www.irs.gov/Form990 for the latest information.

OMB No. 1545-0047

2021

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

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? ........................

Yes No

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 Domestic Organizations and Domestic Governments. Complete if the organization answered "Yes" on Form 990, Part IV, line 21, for any recipient

that received more than $5,000. Part II can be duplicated if additional space is needed.

(a) Name and address of organization or government	(b) EIN	(c) IRC section (if applicable)	(d) Amount of cash grant	(f) Method of valuation (book, FMV, appraisal, other)	(g) Description of noncash assistance	(h) Purpose of grant or assistance
(1) LAW & LEADERSHIP INSTITUTE 303 EAST BROAD ST COLUMBUS,OH43215	26-4709314	501(C)(3)	138,325	N/A	N/A	GENERAL SUPPORT.
(2) HEALTH POLICY INSTITUTE OF OHIO 140 EAST TOWN ST STE 1000 COLUMBUS,OH43215	30-0186863	501(C)(3)	20,000	N/A	N/A	GENERAL SUPPORT.
(3) LEGAL AID SOCIETY OF COLUMBUS 1108 CITY PARK AVE STE 200 COLUMBUS,OH43206	31-4416407	501(C)(3)	25,000	N/A	N/A	GENERAL SUPPORT.
(4) OHIO ALLIANCE OF YMCA'S FOUNDATION 6956 E BROAD ST STE 243 COLUMBUS,OH43213	45-3569582	501(C)(3)	50,000	N/A	N/A	GENERAL SUPPORT.
(5) OHIO CENTER FOR LAW RELATED EDUCATION 1700 LAKE SHORE DRIVE STE 002 COLUMBUS,OH43204	31-1124428	501(C)(3)	116,000	N/A	N/A	GENERAL SUPPORT.
(6) COUNCIL ON AMERICAN-ISLAMIC RELATIONS - OHIO 4985 CEMETERY RD HILLIARD,OH43026	31-1602287	501(C)(3)	25,000	N/A	N/A	GENERAL SUPPORT.
(7) OHIO STATE LEGAL SERVICES ASSOCIATION 1108 CITY PARK AVE STE 200 COLUMBUS,OH432063583	31-0718185	501(C)(3)	25,000	N/A	N/A	GENERAL SUPPORT.
(8) UNITED WAY OF GREATER CLEVELAND 1331 EUCLID AVE CLEVELAND,OH44115	34-6516654	501(C)(3)	50,000	N/A	N/A	GENERAL SUPPORT.
(9) OHIO STATE BAR ASSOCIATION 1700 LAKE SHORE DRIVE COLUMBUS,OH43204	31-4271520	501(C)(6)	25,000	N/A	N/A	GENERAL SUPPORT
(10) BENJAMIN ROSE INSTITUTE ON AGING 11890 FAIRHILL RD CLEVELAND,OH44106	34-0714482	501(C)(3)	40,000	N/A	N/A	GENERAL SUPPORT.
(11) CASE WESTERN RESERVE UNIVERSITY 10900 EUCLID AVE CLEVELAND,OH44106	34-1018992	501(C)(3)	100,000	N/A	N/A	GENERAL SUPPORT.
(12) CHILDRENS ADVOCACY CENTER OF PORTAGE COUNTY INC 6847 NORTH CHESTNUT DR RAVENNA,OH44266	34-1894398	501(C)(3)	9,700	N/A	N/A	GENERAL SUPPORT.
(13) DISABILITY RIGHTS OHIO 200 CIVIC CENTER DR STE 300 COLUMBUS,OH432152293	45-4122935	501(C)(3)	29,500	N/A	N/A	GENERAL SUPPORT.
(14) DOMINICAN SISTERS OF PEACE 2320 AIRPORT DR COLUMBUS,OH43219	26-3550703	501(C)(3)	14,700	N/A	N/A	GENERAL SUPPORT.
(15) FREEDOM A LA CART 123 E SPRING ST COLUMBUS,OH43215	26-3114093	501(C)(3)	19,500	N/A	N/A	GENERAL SUPPORT.
(16) INNOVATION OHIO EDUCATION FUND 360 S THIRD ST 3RD FLOOR COLUMBUS,OH43215	27-4562105	501(C)(3)	50,000	N/A	N/A	GENERAL SUPPORT.
(17) LEGALWORKS INC 2800 EUCLID AVE STE 524 CLEVELAND,OH441152408	38-3984750	501(C)(3)	15,000	N/A	N/A	GENERAL SUPPORT.
(18) NATIONAL CENTER FOR STATE COURTS 300 NEWPORT AVE WILLIAMSBURG,VA23185	52-0914250	501(C)(3)	76,489	N/A	N/A	GENERAL SUPPORT.
(19) OHIO ACCESS TO JUSTICE FOUNDATION 88 EAST BROAD ST STE 720 COLUMBUS,OH432153506	46-4044686	501(C)(3)	32,392	N/A	N/A	GENERAL SUPPORT.
(20) OHIO DOMESTIC VIOLENCE NETWORK 1855 E DUBLIN GRANVILLE RD STE 301 COLUMBUS,OH432296282	34-1622848	501(C)(3)	34,300	N/A	N/A	GENERAL SUPPORT.
(21) OHIO FAMILY CARE ASSOCIATION 303 EAST BROAD ST COLUMBUS,OH432153201	51-0180655	501(C)(3)	50,000	N/A	N/A	GENERAL SUPPORT.
(22) OHIO FEDERATION FOR HEALTH EQUITY AND SOCIAL JUSTICE 332 HAMILTON AVE COLUMBUS,OH43147	45-3844673	501(C)(3)	20,000	N/A	N/A	GENERAL SUPPORT.
(23) OHIO LEGAL HELP 88 EAST BROAD ST STE 720 COLUMBUS,OH432153558	83-0571864	501(C)(3)	100,000	N/A	N/A	GENERAL SUPPORT.
(24) OHIO STATE UNIVERSITY 281 W LANE AVE COLUMBUS,OH43210	31-6025986	GOV'T ENTITY	49,258	N/A	N/A	GENERAL SUPPORT.
(25) THE OHIO STATE UNIVERSITY FOUNDATION PO BOX 710811 COLUMBUS,OH432710811	31-1145986	501(C)(3)	54,963	N/A	N/A	GENERAL SUPPORT.
(26) PRO SENIORS 7162 READING RD STE 1150 CINCINNATI,OH452373849	31-0887471	501(C)(3)	20,000	N/A	N/A	GENERAL SUPPORT.
(27) WOMEN HELPING WOMEN 215 E 9TH ST 7TH FLOOR CINCINNATI,OH45202	31-0864991	501(C)(3)	12,000	N/A	N/A	GENERAL SUPPORT.

Enter total number of section 501(c)(3) and government organizations listed in the line 1 table ................. Bullet Image

Enter total number of other organizations listed in the line 1 table ........................ . Bullet Image

For Paperwork Reduction Act Notice, see the Instructions for Form 990.

Cat. No. 50055P

Schedule I (Form 990) 2021

Page 2

Part III

Grants and Other Assistance to Domestic Individuals. Complete if the organization answered "Yes" on Form 990, Part IV, line 22.
Part III can be duplicated if additional space is needed.

(a) Type of grant or assistance	(b) Number of recipients	(c) Amount of cash grant	(d) Amount of noncash assistance	(e) Method of valuation (book, FMV, appraisal, other)	(f) Description of noncash assistance

(1)
(2)
(3)
(4)
(5)
(6)
(7)

Part IV

Supplemental Information. Provide the information required in Part I, line 2; Part III, column (b); and any other additional information.

Return Reference

Explanation

PART I, LINE 2:

THE GENERAL GRANT PROCESS BEGINS WITH THE APPLICANT COMPLETING THE ONLINE APPLICATION FOUND ON THE FOUNDATION'S WEBSITE BY THE DEADLINE WITH THE REQUIRED BACKUP INFORMATION. EVERY APPLICANT IS REQUIRED TO HAVE A PRE SUBMISSION CONFERENCE CALL WITH FOUNDATION STAFF. ALL APPLICANTS MUST COMPLETE THE ONLINE APPLICATION FOR CONSIDERATION. MAIL, EMAIL OR FAX SUBMISSIONS CAN BE ARRANGED IF EXTENUATING CIRCUMSTANCES ARISE. THE GRANTS MANAGER PERFORMS A REVIEW OF EACH APPLICATION FOR COMPLETENESS AND REVIEW OF ACCOMPANYING FORM 990, AUDITED FINANCIAL STATEMENTS (IF APPLICABLE) AND A LIST OF THE BOARD OF DIRECTORS. THE STAFF DOES NOT HAVE THE AUTHORITY TO ELIMINATE ANY APPLICANTS. STAFF THEN PREPARES AND DISTRIBUTES MATERIALS FOR THE GRANTS COMMITTEE, INCLUDING YTD GRANTS BUDGET, PRIOR MINUTES, PRIOR HISTORY WITH GRANTEE, GRANT INFORMATION ON THE WEBSITE, THE CRITERIA AND THE GRANT APPLICATION. THE OHIO STATE BAR FOUNDATION'S GRANTS COMMITTEE EITHER RECOMMENDS APPROVAL, DENIES OR TABLES (RECONSIDER AFTER REVISIONS) THE GRANT APPLICATION. THEN THE FOUNDATION'S FULL BOARD OF TRUSTEES APPROVES OR DENIES THE GRANT REQUESTS. AFTER BOARD APPROVAL, STAFF THEN CALLS THE CONTACT PERSON OF THE GRANTEE TO INFORM THEM THAT THE GRANT AGREEMENT IS EN ROUTE, INCLUDING CONDITIONS, AND THE AGREEMENT IS EXECUTED. BASED ON THE TERMS OF PAYMENT, THE EXECUTIVE DIRECTOR AUTHORIZES THE PAYMENT AND A CHECK IS WRITTEN TO THE GRANTEE. THE GRANTEE IS THEN REQUIRED TO MAINTAIN RECORDS AND ACCOUNTS FOR THE PROJECT/GRANT FOR A PERIOD OF NOT LESS THAN FOUR YEARS. THE GRANTEE ALSO PROVIDES ANY INTERIM STATUS REPORTS AS REQUESTED BY THE FOUNDATION. THE GRANTEE THEN WILL PROVIDE A REPORT TO THE FOUNDATION WITHIN 30 DAYS OF ANY OF THE FOLLOWING: THE COMPLETION OF THE PROJECT, THE CONCLUSION OF THE GRANT PERIOD, OR RECEIPT OF WRITTEN NOTICE FROM THE FOUNDATION THAT THE FOUNDATION CONSIDERS THE GRANT OR PROJECT TO BE COMPLETE. WITHIN 60 DAYS OF ISSUING A REPORT, THE GRANTEE THEN MUST PROVIDE A COMPREHENSIVE VERSION OF THE FINAL REPORT WHICH INCLUDES STATISTICAL, FINANCIAL, AND NARRATIVE INFORMATION NECESSARY TO EVALUATE THE PROJECT/GRANT.

Schedule I (Form 990) 2021

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Schedule J
(Form 990)

Department of the Treasury
Internal Revenue Service

Compensation Information

For certain Officers, Directors, Trustees, Key Employees, and Highest
Compensated Employees
SchJMediumBullet

Complete if the organization answered "Yes" on Form 990, Part IV, line 23.
SchJMediumBullet

Attach to Form 990.
SchJMediumBullet

Go to www.irs.gov/Form990 for instructions and the latest information.

OMB No. 1545-0047

2021

Open to Public Inspection

Name of the organization

OHIO STATE BAR FOUNDATION

Employer identification number

31-6054093

Part I

Questions Regarding Compensation

Yes

Check the appropiate box(es) if the organization provided any of the following to or for a person listed on Form
990, Part VII, Section A, line 1a. Complete Part III to provide any relevant information regarding these items.

First-class or charter travel Housing allowance or residence for personal use

Travel for companions Payments for business use of personal residence

Tax idemnification and gross-up payments Health or social club dues or initiation fees

Discretionary spending account Personal services (e.g., maid, chauffeur, chef)

If any of the boxes on Line 1a are checked, did the organization follow a written policy regarding payment or reimbursement or provision of all of the expenses described above? If "No," complete Part III to explain .....

Did the organization require substantiation prior to reimbursing or allowing expenses incurred by all
directors, trustees, officers, including the CEO/Executive Director, regarding the items checked on Line 1a? ....

Indicate which, if any, of the following the filing organization used to establish the compensation of the
organization's CEO/Executive Director. Check all that apply. Do not check any boxes for methods
used by a related organization to establish compensation of the CEO/Executive Director, but explain in Part III.

Compensation committee Written employment contract

Independent compensation consultant Compensation survey or study

Form 990 of other organizations Approval by the board or compensation committee

During the year, did any person listed on Form 990, Part VII, Section A, line 1a, with respect to the filing organization or a related organization:

Receive a severance payment or change-of-control payment? .............

Participate in, or receive payment from, a supplemental nonqualified retirement plan? .........

Participate in, or receive payment from, an equity-based compensation arrangement? .........

If "Yes" to any of lines 4a-c, list the persons and provide the applicable amounts for each item in Part III.

Only 501(c)(3), 501(c)(4), and 501(c)(29) organizations must complete lines 5-9.

For persons listed on Form 990, Part VII, Section A, line 1a, did the organization pay or accrue any
compensation contingent on the revenues of:

The organization? ....................

Any related organization? .......................

If "Yes," on line 5a or 5b, describe in Part III.

For persons listed on Form 990, Part VII, Section A, line 1a, did the organization pay or accrue any
compensation contingent on the net earnings of:

The organization? ..................

Any related organization? ......................

If "Yes," on line 6a or 6b, describe in Part III.

For persons listed on Form 990, Part VII, Section A, line 1a, did the organization provide any nonfixed
payments not described in lines 5 and 6? If "Yes," describe in Part III ............

Were any amounts reported on Form 990, Part VII, paid or accured pursuant to a contract that was
subject to the initial contract exception described in Regulations section 53.4958-4(a)(3)? If "Yes," describe
in Part III ..........................

If "Yes" on line 8, did the organization also follow the rebuttable presumption procedure described in Regulations section 53.4958-6(c)? .........................

For Paperwork Reduction Act Notice, see the Instructions for Form 990.

Cat. No. 50053T

Schedule J (Form 990) 2021

Page 2

Part II

Officers, Directors, Trustees, Key Employees, and Highest Compensated Employees. Use duplicate copies if additional space is needed.

For each individual whose compensation must be reported on Schedule J, report compensation from the organization on row (i) and from related organizations, described in the
instructions, on row (ii). Do not list any individuals that are not listed on Form 990, Part VII.
Note. The sum of columns (B)(i)-(iii) for each listed individual must equal the total amount of Form 990, Part VII, Section A, line 1a, applicable column (D) and (E) amounts for that individual.

(A) Name and Title		(B) Breakdown of W-2, 1099-MISC compensation, and/or 1099-NEC			(C) Retirement and other deferred compensation	(D) Nontaxable benefits	(E) Total of columns (B)(i)-(D)	(F) Compensation in column (B) reported as deferred on prior Form 990
(A) Name and Title		(i) Base compensation	(ii) Bonus & incentive compensation	(iii) Other reportable compensation	(C) Retirement and other deferred compensation	(D) Nontaxable benefits	(E) Total of columns (B)(i)-(D)
1LORI L KEATING EXEC DIRECTOR/CORPORATE SE	(i) (ii)	160,704 ------------- 0	0 ------------- 0	0 ------------- 0	9,965 ------------- 0	27,438 ------------- 0	198,107 ------------- 0	0 ------------- 0

Schedule J (Form 990) 2021

Page 3

Part III

Supplemental Information

Provide the information, explanation, or descriptions required for Part I, lines 1a, 1b, 3, 4a, 4b, 4c, 5a, 5b, 6a, 6b, 7, and 8, and for Part II. Also complete this part for any additional information.

Return Reference	Explanation

Schedule J (Form 990) 2021

Additional Data

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SCHEDULE O
(Form 990)

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 990-EZ or to provide any additional information.
MediumBullet

Attach to Form 990 or 990-EZ.
MediumBullet

Go to www.irs.gov/Form990 for the latest information.

OMB No. 1545-0047

2021

Open to Public
Inspection

Name of the organization

OHIO STATE BAR FOUNDATION

Employer identification number

31-6054093

Return Reference	Explanation
FORM 990, PART I, LINE 1, ORGANIZATION'S MISSION:	TO PROMOTE THE PURSUIT OF JUSTICE AND PUBLIC UNDERSTANDING OF THE RULE OF LAW AS THE PHILANTHROPIC ARM OF THE OHIO STATE BAR ASSOCIATION.
FORM 990, PART I, LINE 6, TOTAL NUMBER OF VOLUNTEERS:	THE ESTIMATED NUMBER OF VOLUNTEERS SERVES THROUGH COMMITTEES, ON THE BOARD, THE FELLOWS CLASS, AND OTHER VOLUNTEER ACTIVITIES.
FORM 990, PART III, LINE 1, ORGANIZATION'S MISSION:	THE OHIO STATE BAR FOUNDATION IS A NONPROFIT CORPORATION UNDER OHIO LAW, ORGANIZED FOR EDUCATIONAL, LITERARY, SCIENTIFIC AND CHARITABLE PURPOSES. IT IS A MEMBERSHIP ORGANIZATION OF ATTORNEYS AND JUDGES, AND IS CONSIDERED "THE PROFESSIONAL HONORARY OF OHIO LAWYERS." THE MISSION IS TO PROMOTE THE PURSUIT OF JUSTICE AND PUBLIC UNDERSTANDING OF THE RULE OF LAW AS THE PHILANTHROPIC ARM OF THE OHIO STATE BAR ASSOCIATION.
FORM 990, PART VI, SECTION A, LINE 6	MEMBERS OF THE OHIO STATE BAR FOUNDATION ARE ITS FELLOWS, LIFE FELLOWS, DISTINGUISHED LIFE FELLOWS, AND HONORARY FELLOWS. ALL FELLOWS, EXCEPT HONORARY FELLOWS, ARE REQUIRED TO MAKE A CONTRIBUTION TO THE FOUNDATION AND ARE ENTITLED TO VOTE AT MEETINGS OF FELLOWS.
FORM 990, PART VI, SECTION A, LINE 7A	THE OHIO STATE BAR FOUNDATION HOLDS AN ANNUAL MEETING OF FELLOWS, CUSTOMARILY IN THE FALL OF EACH YEAR. AT THE ANNUAL MEETING, THE FELLOWS ELECT TRUSTEES TO SERVE THREE-YEAR TERMS (WITH A LIMIT OF TWO FULL TERMS) THAT BEGIN ON THE FIRST DAY OF THE "FOUNDATION YEAR" FOLLOWING THEIR ELECTION, AS THAT PERIOD IS DETERMINED FROM TIME TO TIME BY THE BOARD OF TRUSTEES. THE BOARD OF TRUSTEES THEN CONSISTS OF: UP TO 15 TRUSTEES WHO HAVE BEEN ELECTED TO THAT OFFICE BY THE FELLOWS; THE PRESIDENT, THE PRESIDENT-ELECT, AND THE IMMEDIATE PAST PRESIDENT OF THE FOUNDATION; THE PRESIDENT AND PRESIDENT-ELECT OF THE OHIO STATE BAR ASSOCIATION; AND THE CHIEF EXECUTIVE OFFICER (FORMERLY EXECUTIVE DIRECTOR) OF THE ASSOCIATION, WHO SERVES AS AN EX OFFICIO, NON-VOTING MEMBER OF THE BOARD. NOMINATIONS OF PERSONS TO BE ELECTED AS TRUSTEES BY THE FELLOWS ARE PROVIDED BY THE NOMINATING COMMITTEE OF THE FOUNDATION, WHICH IS COMPRISED OF THE PRESIDENT OF THE OHIO STATE BAR ASSOCIATION AND THE PRESIDENT OF THE FOUNDATION, ALONG WITH TWO FELLOWS APPOINTED BY THE PRESIDENT OF THE ASSOCIATION AND ONE FELLOW APPOINTED BY THE PRESIDENT OF THE FOUNDATION. THE NOMINATING COMMITTEE THEN PREPARES A SLATE OF NOMINEES, AT LEAST ONE FOR EACH VACANCY THAT WILL EXIST AMONG THE ELECTED MEMBERS OF THE BOARD OF TRUSTEES, AS WELL AS NOMINEES FOR ELECTION TO THE OFFICES OF PRESIDENT-ELECT, SECRETARY AND TREASURER. ALL SUCH NOMINATIONS ARE SUBJECT TO APPROVAL OF THE FOUNDATION BOARD OF TRUSTEES.
FORM 990, PART VI, SECTION A, LINE 7B	THE REGULATIONS MAY BE ALTERED, AMENDED, OR REPEALED AND NEW REGULATIONS MAY BE ADOPTED, BY THE AFFIRMATIVE VOTE OF TWO-THIRDS OF THE TRUSTEES VOTING AT A REGULAR MEETING OR A SPECIAL MEETING CALLED FOR THAT PURPOSE, PRESENT AND VOTING, FOLLOWED BY THE AFFIRMATIVE VOTE OF A MAJORITY OF THE FELLOWS PRESENT AND VOTING AT ANY MEETING OF THE FELLOWS, PROVIDED THAT A DESCRIPTION OF THE PROPOSED ALTERATION, AMENDMENT, REPEAL, OR NEW REGULATIONS (WHICH MAY BE SET FORTH IN SUMMARY FORM) IS CONTAINED IN THE NOTICES OF SUCH MEETINGS.
FORM 990, PART VI, SECTION B, LINE 11B	THE FORM 990 IS PREPARED BY AN OUTSIDE ACCOUNTING FIRM. THE FORM 990 IS THEN REVIEWED BY UPPER MANAGEMENT, THE AUDIT AND FINANCE COMMITTEE, AND THE BOARD OF TRUSTEES PRIOR TO BEING FILED.
FORM 990, PART VI, SECTION B, LINE 12C	THE OHIO STATE BAR FOUNDATION REGULARLY AND CONSISTENTLY MONITORS AND ENFORCES COMPLIANCE WITH THE CONFLICT OF INTEREST POLICY THROUGH ANNUALLY DISTRIBUTING A COPY OF THE CONFLICT OF INTEREST POLICY TO ALL OFFICERS, TRUSTEES, AND KEY EMPLOYEES. THESE INDIVIDUALS ARE THEN REQUIRED TO ANNUALLY SIGN A CONFLICT OF INTEREST STATEMENT.
FORM 990, PART VI, SECTION B, LINE 15A	THE OHIO STATE BAR FOUNDATION PARTICIPATES IN COMPENSATION AND BENEFITS SURVEYS CONDUCTED BY TWO NATIONAL ORGANIZATIONS. ANNUALLY, STAFF COMPLETES THE COUNCIL ON FOUNDATIONS STUDY AND, AS OFFERED, PARTICIPATES IN THE NATIONAL CONFERENCE OF BAR FOUNDATIONS STUDY. RESULTS ARE PROVIDED TO THE EXECUTIVE COMMITTEE WHICH IS RESPONSIBLE FOR EVALUATING THE COMPENSATION PACKAGE OF THE EXECUTIVE DIRECTOR.
FORM 990, PART VI, SECTION C, LINE 18	THE FORM 990 IS AVAILABLE FOR PUBLIC INSPECTION UPON REQUEST, VIA THE ORGANIZATION'S WEBSITE AND VIA ANOTHER'S WEBSITE, WWW.GUIDESTAR.ORG.
FORM 990, PART VI, SECTION C, LINE 19	THE ORGANIZATION DOES NOT MAKE ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC.
FORM 990, PART XII, LINE 2C:	THE ORGANIZATION HAS AN AUDIT AND FINANCE COMMITTEE THAT ASSUMES RESPONSIBILITY FOR OVERSIGHT OF THE AUDIT AND SELECTION OF AN INDEPENDENT ACCOUNTANT. THE PROCESS FOR OVERSEEING THE AUDIT AND SELECTING AN INDEPENDENT ACCOUNTANT HAS NOT CHANGED FROM PRIOR YEARS.

For Paperwork Reduction Act Notice, see the Instructions for Form 990 or 990-EZ.

Cat. No. 51056K

Schedule O (Form 990) 2021

Additional Data

Software ID:
Software Version:

1	Briefly describe the organization’s mission or most significant activities: SEE SCHEDULE O
2	Check this box
3	Number of voting members of the governing body (Part VI, line 1a) ........	3	20
4	Number of independent voting members of the governing body (Part VI, line 1b) .....	4	20
5	Total number of individuals employed in calendar year 2021 (Part V, line 2a) ......	5	8
6	Total number of volunteers (estimate if necessary) .............	6	120
7a	Total unrelated business revenue from Part VIII, column (C), line 12 ........	7a	0
b	Net unrelated business taxable income from Form 990-T, Part I, line 11 .........	7b	0

		Prior Year	Current Year
8	Contributions and grants (Part VIII, line 1h) .........	256,915	176,690
9	Program service revenue (Part VIII, line 2g) .........	7,322	9,301
10	Investment income (Part VIII, column (A), lines 3, 4, and 7d ) ....	2,870,851	2,822,408
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)	3,135,088	3,008,399
13	Grants and similar amounts paid (Part IX, column (A), lines 1–3 )...	1,129,208	1,234,873
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)	746,929	642,156
16a	Professional fundraising fees (Part IX, column (A), line 11e) .....	0	0
b	Total fundraising expenses (Part IX, column (D), line 25) 191,968
17	Other expenses (Part IX, column (A), lines 11a–11d, 11f–24e)....	484,866	446,804
18	Total expenses. Add lines 13–17 (must equal Part IX, column (A), line 25)	2,361,003	2,323,833
19	Revenue less expenses. Subtract line 18 from line 12.......	774,085	684,566
		Beginning of Current Year	End of Year
20	Total assets (Part X, line 16).............	49,771,927	58,293,469
21	Total liabilities (Part X, line 26).............	255,257	267,375
22	Net assets or fund balances. Subtract line 21 from line 20.....	49,516,670	58,026,094

Sign Here

	Signature of officer	Date

	Type or print name and title


4a	(Code: ) (Expenses $ 1,455,822 including grants of $ 1,234,873 ) (Revenue $ 9,301 )
	THE OHIO STATE BAR FOUNDATION FULFILLS ITS MISSION OF PROMOTING PUBLIC UNDERSTANDING OF THE RULE OF LAW AND IMPROVEMENTS IN THE JUSTICE SYSTEM THROUGHOUT OHIO BY AWARDING GRANTS TO NONPROFIT ORGANIZATIONS THAT ADVANCE THAT MISSION.

4b	(Code: ) (Expenses $ 119,863 including grants of $ ) (Revenue $ )
	THE FOUNDATION DEVELOPS AND PRESENTS FELLOWS PROGRAMMING DESIGNED TO PROMOTE PUBLIC UNDERSTANDING OF THE LAW AND IMPROVE THE JUSTICE SYSTEM THROUGHOUT OHIO. THE FOUNDATION ALSO CREATES SERVICE OPPORTUNITIES WITH OUR VOLUNTEERS CONNECTING THEM TO OUR GRANTEES AND THE GENERAL PUBLIC. THROUGH ITS AWARDS PROGRAM THE FOUNDATION RECOGNIZES INDIVIDUALS AND PROGRAMS OR ORGANIZATIONS WHOSE WORK PROMOTES PUBLIC UNDERSTANDING OF THE LAW OR IMPROVEMENTS IN THE JUSTICE SYSTEM.

4c	(Code: ) (Expenses $ including grants of $ ) (Revenue $ )












4d	Other program services (Describe in Schedule O.)
	(Expenses $ including grants of $ ) (Revenue $ )
4e	Total program service expenses1,575,685

(A) Name and title	(B) Average hours per week (list any hours for related organizations below dotted line)	(C) Position (do not check more than one box, unless person is both an officer and a director/trustee)		(D) Reportable compensation from the organization (W-2/1099-MISC/1099-NEC)	(E) Reportable compensation from related organizations (W-2/1099-MISC/1099-NEC)	(F) Estimated amount of other compensation from the organization and related organizations
(A) Name and title
(18) DREW ODOM........................................................................ TRUSTEE	1.00 .......................	X		0	0	0
(19) SARAH K SKOW........................................................................ TRUSTEE	1.00 .......................	X		0	0	0
(20) WILLIAM K WEISENBERG........................................................................ TRUSTEE	1.00 .......................	X		0	0	0
(21) LORI L KEATING........................................................................ EXEC DIRECTOR/CORPORATE SE	40.00 .......................		X	160,704	0	37,403

1b	Sub-Total................
c	Total from continuation sheets to Part VII, Section A....
d	Total (add lines 1b and 1c)...........	160,704	0	37,403

(A) Name and business address	(B) Description of services	(C) Compensation
BAHL & GAYNOR 255 E 5TH ST STE 2700 COLUMBUS,OH45202	INVESTMENT MANAGEMENT	183,752




2 Total number of independent contractors (including but not limited to those listed above) who received more than $100,000 of compensation from the organization 1

1a	Federated campaigns..		1a
b	Membership dues..		1b	48,971
c	Fundraising events..		1c
d	Related organizations		1d
e	Government grants (contributions)		1e

f	All other contributions, gifts, grants, and similar amounts not included above		1f	127,719

g	Noncash contributions included in lines 1a - 1f:$		1g

h Total. Add lines 1a-1f.......		176,690

		Business Code
2a	ANNUAL DINNER	611710	9,301	9,301
b
c
d
e
f	All other program service revenue.
g	Total. Add lines 2a–2f .....		9,301

3 Investment income (including dividends, interest, and othersimilar amounts) ......			1,238,839			1,238,839
4 Income from investment of tax-exempt bond proceeds
5 Royalties...........
		(ii) Personal	(i) Real
6a	Gross rents			6a
b	Less: rental expenses			6b
c	Rental income or (loss)			6c
d	Net rental income or (loss).......
		(ii) Other	(i) Securities
7a	Gross amount from sales of assets other than inventory		3,795,441	7a
b	Less: cost or other basis and sales expenses		2,211,872	7b
c	Gain or (loss)		1,583,569	7c
d	Net gain or (loss).........			1,583,569			1,583,569
8a	Gross income from fundraising events (not including $ of contributions reported on line 1c). See Part IV, line 18 ....
			8a
b	Less: direct expenses ...		8b
c	Net income or (loss) from fundraising events..
9a	Gross income from gaming activities. See Part IV, line 19 ...
			9a
b	Less: direct expenses ...		9b
c	Net income or (loss) from gaming activities..
10a	Gross sales of inventory, less returns and allowances ..
			10a
b	Less: cost of goods sold ..		10b
c	Net income or (loss) from sales of inventory..
Business Code			Miscellaneous Revenue
11a
b
c
d	All other revenue ....
e	Total. Add lines 11a–11d ......
12	Total revenue. See instructions.....			3,008,399	9,301	0	2,822,408

1	Grants and other assistance to domestic organizations and domestic governments. See Part IV, line 21 ....	1,234,873	1,234,873
2	Grants and other assistance to domestic individuals. See Part IV, line 22 ...........
3	Grants and other assistance to foreign organizations, foreign governments, and foreign individuals. See Part IV, lines 15 and 16. .............
4	Benefits paid to or for members .......
5	Compensation of current officers, directors, trustees, and key employees ...........	203,671	91,652	71,285	40,734
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........	348,767	155,861	112,806	80,100
8	Pension plan accruals and contributions (include section 401(k) and 403(b) employer contributions) ....	13,554	6,050	4,321	3,183
9	Other employee benefits .......	41,614	18,581	13,323	9,710
10	Payroll taxes ...........	34,550	15,475	11,471	7,604
11	Fees for services (non-employees):
a	Management ......
b	Legal .........
c	Accounting ...........
d	Lobbying ...........
e	Professional fundraising services. See Part IV, line 17
f	Investment management fees ......	183,752		183,752
g	Other (If line 11g amount exceeds 10% of line 25, column (A) amount, list line 11g expenses on Schedule O)	95,802	500	84,031	11,271
12	Advertising and promotion ....	33,305	16,115	2,277	14,913
13	Office expenses .......	28,322		25,154	3,168
14	Information technology ......	41,865	11,386	12,179	18,300
15	Royalties ..
16	Occupancy ...........	670		670
17	Travel ............	11,541	1,848	9,693
18	Payments of travel or entertainment expenses for any federal, state, or local public officials .
19	Conferences, conventions, and meetings ....	13,112	1,096	11,631	385
20	Interest ...........
21	Payments to affiliates .......
22	Depreciation, depletion, and amortization ..	3,832		3,832
23	Insurance ...	7,285		7,285
24	Other expenses. Itemize expenses not covered above (List miscellaneous expenses in line 24e. If line 24e amount exceeds 10% of line 25, column (A) amount, list line 24e expenses on Schedule O.)
a	ANNUAL DINNER EXPENSES	14,623	14,623
b	VOLUNTEER/CLASS FELLOWS	4,194	4,125	69
c	CJML EVENT EXPENSES	3,500	3,500
d	FELLOWS/BAD DEBT	2,600			2,600
e	All other expenses	2,401		2,401
25	Total functional expenses. Add lines 1 through 24e	2,323,833	1,575,685	556,180	191,968
26	Joint costs. Complete this line only if the organization reported in column (B) joint costs from a combined educational campaign and fundraising solicitation. Check here if following SOP 98-2 (ASC 958-720).

1	Cash–non-interest-bearing ........			260,276	1	367,400
2	Savings and temporary cash investments .........			629,867	2	525,232
3	Pledges and grants receivable, net ......			249,773	3	221,114
4	Accounts receivable, net .............			3,250	4	10,253
5	Loans and other receivables from any current or former officer, director, trustee, key employee, creator or founder, substantial contributor, or 35% controlled entity or family member of any of these persons .......
					5
6	Loans and other receivables from other disqualified persons (as defined under section 4958(f)(1)), and persons described in section 4958(c)(3)(B) ...
					6
7	Notes and loans receivable, net ...........				7
8	Inventories for sale or use ............				8
9	Prepaid expenses and deferred charges ......				9
10a	Land, buildings, and equipment: cost or other basis. Complete Part VI of Schedule D	10a	40,215
b	Less: accumulated depreciation	10b	35,426	8,621	10c	4,789
11	Investments—publicly traded securities .			48,503,494	11	57,078,884
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 ...........			116,646	15	85,797
16	Total assets. Add lines 1 through 15 (must equal line 33)...			49,771,927	16	58,293,469

17	Accounts payable and accrued expenses .....	198,407	17	192,875
18	Grants payable ...	56,850	18	74,500
19	Deferred revenue .........		19
20	Tax-exempt bond liabilities .........		20
21	Escrow or custodial account liability. Complete Part IV of Schedule D		21
22	Loans and other payables to any current or former officer, director, trustee, key employee, creator or founder, substantial contributor, or 35% controlled entity or family member of any of these persons .........
			22
23	Secured mortgages and notes payable to unrelated third parties ..		23
24	Unsecured notes and loans payable to unrelated third parties ..		24
25	Other liabilities (including federal income tax, payables to related third parties, and other liabilities not included on lines 17 - 24). Complete Part X of Schedule D		25
26	Total liabilities. Add lines 17 through 25..	255,257	26	267,375

	Organizations that follow FASB ASC 958, check here and complete lines 27, 28, 32, and 33.
27	Net assets without donor restrictions ..........	49,279,703	27	57,801,477
28	Net assets with donor restrictions ...........	236,967	28	224,617
	Organizations that do not follow FASB ASC 958, check here and complete lines 29 through 33.
29	Capital stock or trust principal, or current funds .....		29
30	Paid-in or capital surplus, or land, building or equipment fund ...		30
31	Retained earnings, endowment, accumulated income, or other funds		31
32	Total net assets or fund balances ...........	49,516,670	32	58,026,094
33	Total liabilities and net assets/fund balances ........	49,771,927	33	58,293,469