HOW OHIO GIVES

BY THE NUMBERS INDIVIDUAL GIVING Total giving by Ohioans decreased by 3 percent in 2015, primarily driven by fewer dollars Total giving rose given in bequests, which dropped by 47 percent to about $320 million. modestly in 2015, up just 1 percent from the year A modest increase – 2 percent – in individual giving captured by IRS WHAT INDIVIDUALS before, with a drop in itemized tax returns showed that individual giving offset Ohioans donated $5.53 billion to SUPPORT by an increase in charities. Over the past 15 years, 32% RELIGION foundation giving. charitable giving by Ohioans (listing 15% EDUCATION charitable contributions on their tax 12% HUMAN SERVICES returns) grew by 29 percent, from 8% HEALTH $4.3 billion. 8% PUBLIC/SOCIETY $7.98 BILLION BENEFIT TOTAL OHIO GIVING WHO GIVES Just one-fifth of Ohioans – 1.15 million people – at every income level claimed deductions for charitable donations on their 2015 tax returns. Over the past 15 years – with the exception of 2006 when 35 percent itemized and claimed charitable deductions – the 73% percentage of itemizers has hovered at around 25 percent. What has changed, however, Individual giving: is the composition of the itemizer group, with wealthier people (those making more than $5.85 billion $100,000 per year) comprising a bigger share as those with more 18% of individuals had modest incomes decreasing. In 2005, income less than $50,000 24 percent of itemizers had incomes and gave $491 million, over $100,000 and contributed 54 9% of all gifts. The percent of all charitable dollars. In average gift was $2,353. 2015, 46 percent – nearly twice as many – of itemizers had incomes over 21% $100,000 and contributed 69 percent Foundation giving: of all dollars. 18% $1.67 billion 69% of individuals had income between $50,000 – 13% $200,000 and gave $2.71 billion, 49% of all gifts. The average gift was $3,425. 69%

12% of individuals had income more than $200,000 and gave $2.32 6% billion, 42% of all gifts. The average gift was $15,520. United Ways & 12 Other giving: $460 million INDIVIDUAL GIVING 9 TRENDS Over the past 5 years,

$ $ 6 6.10 6.01 $ Ohioans have invested $5.59 5.85 $4.98 over $28.5 billion in 3 nonprofits.

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1 D O L L A R S (BILLIONS) 2011 2012 2013 2014 2015 FOUNDATION GIVING GIVING UP DESPITE LOSSES Giving by Ohio’s foundations increased to a record high of $1.67 billion despite decreases in both the number of foundations and their assets. The decrease in the number of foundations headquartered in the state continued a three- year trend, from a peak of 4,005 in 2012 to 3,626, a 9 percent decrease. In 2015, foundation assets dropped 2 percent to $23.39 billion, reversing the previous year’s gain of 7 percent. Ohio ranks 7th in the number of foundations and 11th in giving. TOP 10 FUNDERS BY GIVING 1 $133.9 MILLION THE COLUMBUS FOUNDATION (2015)

2 $85.2 MILLION

THE CLEVELAND FOUNDATION (2016)

3 $81.8 MILLION

JEWISH FEDERATION OF CLEVELAND (2015) These top 10 4 $75.6 MILLION GREATER CINCINNATI FOUNDATION (2016) foundations

5 $61.7 MILLION combined UNITED WAY OF GREATER CINCINNATI (2015) contributed $629.8

6 $49 MILLION million to UNITED WAY OF CENTRAL OHIO (2015)

$45.9 MILLION nonprofits. 7 THE WEXNER FAMILY CHARITABLE FUND (2015)

8 $40 MILLION NATIONWIDE (2015)

9 $29.1 MILLION MATHILE FAMILY FOUNDATION (2016)

10 $27.6 MILLION

KEYBANK (2015) $23.39 BILLION IN FOUNDATION ASSETS PRIVATE 65% PRIVATE COMMUNITY 29% NUMBER CORPORATE 5% 65% OF FOUNDATIONS OPERATING 1% 2011 3,593 Over the past 5 years, 2012 4,005 Ohio’s foundations have 2013 3,962 contributed $6.9 billion 2014 3,955 to ­ nonprofits. MOST OHIO FOUNDATIONS 2015 3,626 ARE SMALL 85% 85% ASSETS UNDER $5M 13% ASSETS BETWEEN Are small, with $5 – $50M assets under 2.5 2% ASSETS OVER $50M $5M FOUNDATION 2 GIVING TRENDS $1.67 1.5 $1.45 $ $1.24 $1.26 1.32 1 OHIO FOUNDATION 75% 0.5 GIVING Gave less 75% GAVE LESS THAN $150K than $150K, 14% GAVE $150K – $500K with just over half 9% GAVE $500K – $5M

D O L L A R S (BILLIONS) 0 giving less than 2% GAVE OVER $5M 2011 2012 2013 2014 2015 $50K 2 OHIO’S PRIVATE FOUNDATIONS FEWER IN NUMBER, RECORD GIVING With the number of private foundations shrinking by about 9 percent in 2015, their giving nevertheless increased by 15 percent to a record high, despite assets that decreased slightly (3 percent). As a group, they held steady in their share of assets and giving: private foundations comprised 92 percent of the state’s foundations, held 65 percent of the assets ($15.28 billion) and gave 57 percent of the state’s foundation giving ($948.9 million).

TOP 10 PRIVATE FOUNDATIONS 1 $45.9 MILLION THE WEXNER FAMILY CHARITABLE FUND (2015)

2 $29.1 MILLION

MATHILE FAMILY FOUNDATION (2016)

3 $25.1 MILLION JACK, JOSEPH, & MORTON MANDEL FOUNDATION (2015) These top 10 4 $22.4 MILLION THE GEORGE GUND FOUNDATION (2017) foundations

5 $15.1 MILLION combined FARMER FAMILY FOUNDATION (2016) contributed $198.2

6 $14 MILLION million to TIMKEN FOUNDATION OF CANTON (2015)

$12.9 MILLION nonprofits. 7 JOHN J. AND MARY R. SCHIFF FOUNDATION (2016)

8 $12.6 MILLION CAROL & RALPH HAILE, JR./U.S. BANK FOUNDATION (2017)

9 $11.2 MILLION OSTEOPATHIC HERITAGE FOUNDATIONS (2016) NUMBER 10 $9.9 MILLION JAY AND JEANIE SCHOTTENSTEIN FOUNDATION (2015) OF FOUNDATIONS 2011 3,246 2012 3,676 2013 3,638 2014 3,648 PRIVATE FOUNDATION 3,329 TRENDS 2015

15 $15.7 $15.3 $14.6 $13.1 12 $11.6 Nine out of 10 Ohio foundations 9 are private foundations and most of these are small, family foundations. ASSETS They received half a billion dollars 6 GRANTS in gifts, 43 percent of all donations given to Ohio foundations. Over 3 the past five years, Ohio’s private foundations have invested $4 1 $0.95 $ D O L L A R S (BILLIONS) $ 0.83 billion in the work of nonprofits. $ 0.78 $0.70 0.75

2011 2012 2013 2014 2015

3 OHIO’S CORPORATE FOUNDATIONS FEWER IN NUMBER, INCREASED GIVING The number of corporate foundations headquartered in the state dropped slightly as assets stayed flat at $1.14 billion and grants grew by 11 percent, to $195 million. While comprising only 3 percent of the state’s foundations, Ohio’s corporate foundations gave 12 percent of the state’s grants.

TOP 10 CORPORATE FOUNDATIONS

1 $40 MILLION NATIONWIDE (2015)

2 $27.6 MILLION

KEYBANK (2017)

3 $27 MILLION L BRANDS FOUNDATION (2016) 4 $12.6 MILLION AMERICAN ELECTRIC POWER FOUNDATION (2017)

5 $8.7 MILLION These top 10 PARKER-HANNIFIN FOUNDATION (2015) foundations

6 $8.4 MILLION combined CARDINAL HEALTH FOUNDATION (2016)

$7.9 MILLION contributed $153.4 7 FIFTH THIRD FOUNDATION (2017) million to

8 $7.8 MILLION nonprofits. KROGER COMPANY FOUNDATION (2016)

9 $7.3 MILLION BATELLE MEMORIAL INSTITUTE (2015)

10 $6.1 MILLION

FIRSTENERGY FOUNDATION (2017) NUMBER OF FOUNDATIONS

2011 136 2012 130 CORPORATE FOUNDATION 2013 121 2014 121 TRENDS 2015 119

2 $1.15

$1.00 1 $0.98 $0.94 $0.93 ASSETS 0 250 The number of corporate GRANTS foundations in Ohio has fallen 200 by 13 percent in the last 5 years, $175 $176 $172 accompanied by a 17 percent $166 $161 150 growth in total assets held and 13 percent increase in giving. Ohio 100 ranks 6th in number and 12th in giving among American corporate 50 foundations, the same as in 2014. (MILLIONS) D O L L A R S (BILLIONS) 2011 2012 2013 2014 2015

4 OHIO’S CORPORATE FOUNDATIONS OHIO’S COMMUNITY FOUNDATIONS INCREASED GIFTS AND GIVING Despite a slight dip in assets, giving by community foundations increased to $515.6 million in 2015, an increase of 18 percent. While community foundations made up just 2 percent of Ohio’s charitable grantmakers, their combined assets of $6.88 billion made up 29 percent of the state’s charitable assets and provided 30 percent of all grant dollars awarded. Community foundations received $454 million in gifts, approximately 5 percent more but still less than the peak year of 2013 when they received $619 million. TOP 10 COMMUNITY FOUNDATIONS BY GIVING 1 $133.9 MILLION THE COLUMBUS FOUNDATION (2015)

2 $85.2 MILLION

THE CLEVELAND FOUNDATION (2016) These top 10 3 $75.6 MILLION community GREATER CINCINNATI FOUNDATION (2016) 4 $20.5 MILLION foundations combined THE DAYTON FOUNDATION (2016) contributed 5 $13.9 MILLION TOLEDO COMMUNITY FOUNDATION (2015) $367.9 million 6 $11.1 MILLION to nonprofits. AKRON COMMUNITY FOUNDATION (2016)

$9.8 MILLION 7 STARK COMMUNITY FOUNDATION (2016)

8 $8.8 MILLION HAMILTON COMMUNITY FOUNDATION (2015)

9 $5.1 MILLION COMMUNITY FOUNDATION COMMUNITY FOUNDATION OF LORAIN COUNTY (2016)

10 $4 MILLION TRENDS

RICHLAND COMMUNITY FOUNDATION (2016) 8 $7.0 $6.9 $6.6

$ 6 6.0 ASSETS While the Foundation Center $5.4 (our primary source for these data) counts 67 active, 4 $ stand-alone community 500 515 foundations in its data for Ohio, there are another 36 that 450 $ operate as affiliates of other 438 community foundations. Taken 400 together, the data show that Ohio has a strong network of 350 $354 $351 $342 community foundations that cover the state. 300 (MILLIONS) D O L L A R S (BILLIONS) 250 GRANTS 2011 2012 2013 2014 2015 OHIO’S OTHER GRANTMAKERS Rounding out the vibrant landscape of philanthropy in Ohio are those classified as public charities other than community foundations. Among the largest are The Catholic Community Foundation (Cleveland) that gave $19.4 million, the Dave Thomas Foundation for Adoption ($7 million) and Interact for Health ($6.9 million). Also falling within this category are the state’s Jewish Federations, led by the Jewish Federation of Cleveland that gave $81.8 million, and arts funders such as the Greater Columbus Arts Council ($4.99 million) and Cuyahoga Arts and Culture ($15.5 million). This group of varied funders contributed over $278 million in 2015. 5 OHIO’S UNITED WAYS GIVING HOLDS STEADY Ohio’s 76 United Ways are spread across the state, with some serving a single city and others serving multiple counties. Their combined giving decreased slightly, to $177.5 million. TOP 10 UNITED WAYS BY GIVING, 2015 1 $61.7 MILLION UNITED WAY OF GREATER CINCINNATI

2 $49 MILLION

UNITED WAY OF CENTRAL OHIO

3 $27.2 MILLION UNITED WAY OF GREATER CLEVELAND 19% of United Ways $10.8 MILLION gave between $1 million 4 These top 10 UNITED WAY OF SUMMIT COUNTY and $10 million (19% United Ways 5 $7.1 MILLION of all United Way UNITED WAY OF GREATER TOLEDO combined giving) 6 $5.4 MILLION contributed $172.6 million to UNITED WAY OF THE GREATER DAYTON AREA

$4.8 MILLION nonprofits. 7 19% UNITED WAY OF GREATER STARK COUNTY

8 $2.7 MILLION 76% of UNITED WAY OF HANCOCK COUNTY United Ways 5% 9 $2.0 MILLION gave less than UNITED WAY OF DELAWARE COUNTY $1 million

10 $1.9 MILLION (10% of all 76%

UNITED WAY OF GREATER LORAIN COUNTY United Way giving) 5% of United Ways gave more than $10 million (71% of all United Way giving)

ABOUT THIS REPORT Ohio Gives provides a snapshot of the state’s philanthropic landscape, drawing on 2015 and 2016 data obtained from a variety of sources. Our analysis relies on information from the most recent available year, which is 2015 for IRS data provided for individual giving and organizations’ Form 990 and Form 990-PF. Other sources used for the report include the Foundation Center and annual reports.

Philanthropy Ohio is a statewide membership association that provides the network, tools and knowledge to help people engaged in philanthropy become more effective, powerful change agents in their communities.

This year’s report is made possible thanks to the generous support of Clark Schaefer Hackett. Founded in 1938, Clark Schaefer Hackett is a top 100 CPA and advisory firm serving more than 800 not-for-profit organizations, associations and foundations throughout Ohio and Kentucky.

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