FOX FOUNDATION INC: Form 990PF, tax year 2020
View the entire original 990 at ProPublica ↗
- Organization
- FOX FOUNDATION INC (EIN 31-6023906)
- Tax period
- 2020-12-01 to 2021-11-30
- Filed
- 2023-04-14
- IRS object ID
- 202311049349100601
- Schema version
- 2020v4.2
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- Accounting Fees Schedule
- Gain Loss Sale Other Assets Sch
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Other Decreases Schedule
- Other Expenses Schedule
- Other Increases Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2023-04-14T06:46:01-05:00 | ReturnTs |
| Tax Period End | 2021-11-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 314419361 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | JOHN GERLACH & COMPANY LLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1500 LAKE SHORE DR STE 220 | AddressLine1Txt |
| City | COLUMBUS | CityNm |
| State Abbreviation | OH | StateAbbreviationCd |
| ZIP | 43204 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2020-12-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 316023906 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | FOX FOUNDATION INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | FOXF | BusinessNameControlTxt |
| Phone | 6142285391 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1445 CINCINNATI ZANESVILLE RD SW | AddressLine1Txt |
| City | LANCASTER | CityNm |
| State Abbreviation | OH | StateAbbreviationCd |
| ZIP | 43130 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | ROBERT L FOX | PersonNm |
| Person Title | TRUSTEE/OFFICER | PersonTitleTxt |
| Phone | 6142285391 | PhoneNum |
| Signature | 2023-04-05 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | ROBERT | PersonFirstNm |
| Person Last | FOX | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | JON YERIAN CPA | PreparerPersonNm |
| PTIN | P00575540 | PTIN |
| Phone | 6142242164 | PhoneNum |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 2 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2020 | TaxYr |
| Build TS | 2023-04-26 12:10:37Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Amended Return | Yes (X) | AmendedReturnInd |
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $30,551,528 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Interest On Sav Rev And Expnss | $37 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $37 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $959,844 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $959,844 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $414 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $225,520 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $680 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $960,295 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $960,561 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $0 | TotalAdjNetIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Adj Net Incm | $0 | CompOfcrDirTrstAdjNetIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $4,000 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $3,200 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $0 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $800 | AccountingFeesChrtblPrpsAmt |
| Taxes Rev And Expnss | $22,599 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $3,030 | TaxesNetInvstIncmAmt |
| Taxes Adj Net Incm | $0 | TaxesAdjNetIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $10,569 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $344 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Adj Net Incm | $0 | OtherExpensesAdjNetIncmAmt |
| Other Expenses Dsbrs Chrtbl | $47 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $37,168 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $6,574 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $847 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $1,829,366 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $1,829,366 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $1,866,534 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $6,574 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $1,830,213 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$906,239 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $953,987 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $205,026 | CashBOYAmt |
| Cash EOY | $237,870 | CashEOYAmt |
| Cash EOYFMV | $237,870 | CashEOYFMVAmt |
| Corporate Stock BOY | $1,812,460 | CorporateStockBOYAmt |
| Corporate Stock EOY | $1,744,020 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $29,923,118 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $507,935 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $360,293 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $355,800 | CorporateBondsEOYFMVAmt |
| Mortgage Loans BOY | $22,243 | MortgageLoansBOYAmt |
| Mortgage Loans EOY | $22,243 | MortgageLoansEOYAmt |
| Mortgage Loans EOYFMV | $34,740 | MortgageLoansEOYFMVAmt |
| Total Assets BOY | $2,547,664 | TotalAssetsBOYAmt |
| Total Assets EOY | $2,364,426 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $30,551,528 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $1,611,313 | CapitalStockBOYAmt |
| Capital Stock EOY | $1,611,313 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $936,351 | RetainedEarningBOYAmt |
| Retained Earning EOY | $753,113 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $2,547,664 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $2,364,426 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $2,547,664 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $2,364,426 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $2,547,664 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$906,239 | ExcessRevenueOverExpensesAmt |
| Other Increases | $723,836 | OtherIncreasesAmt |
| Subtotal | $2,365,261 | SubtotalAmt |
| Other Decreases | $835 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $2,364,426 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (8 entries)
| PropertyPropertyDesc | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | How AcquiredHowAcquiredCd |
|---|---|---|---|---|---|---|
| QUEST CORP | 2020-12-14 | $50,000 | $46,347 | $3,653 | $3,653 | |
| GLADSTONE LAND CORP | 2021-02-12 | $25,000 | $26,409 | -$1,409 | -$1,409 | |
| BOSTON PROP | 2021-04-01 | $25,000 | $25,665 | -$665 | -$665 | |
| GATX | 2021-06-01 | $25,000 | $25,105 | -$105 | -$105 | |
| TRUIST | 2021-06-01 | $25,000 | $25,300 | -$300 | -$300 | |
| ZIONS | 2021-06-15 | $50,000 | $51,661 | -$1,661 | -$1,661 | |
| HUNTINGTON BANCSHARES | 2021-10-15 | $25,000 | $24,353 | $647 | $647 | |
| CAPITAL GAINS DIVIDENDS | $520 | $520 | $520 | P |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $680 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $13,260 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $13,260 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $13,260 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $18,735 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $18,735 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $5,475 | OverpaymentAmt |
| Applied To ES Tax | $5,475 | AppliedToESTaxAmt |
| Refund | $0 | RefundAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (1) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | OH | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | 0 | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
| Individual With Books | ROBERT L FOX | IndividualWithBooksNm |
| Phone | 7406539581 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1445 CINCINNATI ZANESVILLE RD SW | AddressLine1Txt |
| City | LANCASTER | CityNm |
| State Abbreviation | OH | StateAbbreviationCd |
| ZIP | 43130 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | 0 | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | 0 | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | 0 | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | 0 | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | 0 | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | 0 | BusinessHoldingsInd |
| Jeopardy Investments | 0 | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | 0 | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | 0 | InfluenceLegislationInd |
| Influence Election | 0 | InfluenceElectionInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (5 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| ROBERT L FOX | ||||||||
| 1445 CINCINNATI ZANESVILLE ROAD SW | LANCASTER | OH | 43130 | TRUSTEE | 2.50 | $0 | $0 | $0 |
| ELIZABETH Q FOX | ||||||||
| 1445 CINCINNATI ZANESVILLE ROAD SW | LANCASTER | OH | 43130 | TRUSTEE | 2.50 | $0 | $0 | $0 |
| DONALD R SUTTON | ||||||||
| 1445 CINCINNATI ZANESVILLE ROAD SW | LANCASTER | OH | 43130 | TRUSTEE (THRU 11/30/21) | 2.50 | $0 | $0 | $0 |
| ROBERT W FOX | ||||||||
| 1445 CINCINNATI ZANESVILLE ROAD SW | LANCASTER | OH | 43130 | TRUSTEE (FROM 11/30/21) | 2.50 | $0 | $0 | $0 |
| ELIZABETH ZAWISLAK | ||||||||
| 1445 CINCINNATI ZANESVILLE ROAD SW | LANCASTER | OH | 43130 | TRUSTEE (FROM 11/30/21) | 2.50 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | N/A | Description1Txt |
| Expenses1 | $0 | Expenses1Amt |
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $33,896,880 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $276,192 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $34,173,072 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $34,173,072 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $512,596 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $33,660,476 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $1,683,024 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $1,683,024 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $13,260 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $13,260 | TotalTaxAmt |
| Distributable Before Adj | $1,669,764 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $1,669,764 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $1,669,764 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $1,830,213 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $1,830,213 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $1,830,213 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $1,669,764 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $1,585,690 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $1,830,213 | QualifyingDistributionsAmt |
| Applied To Year1 | $1,585,690 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $244,523 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $0 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $1,425,241 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $0 | ExcessDistriCyovToNextYrAmt |
Supplementary Information SupplementaryInformationGrp
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | ROBERT L FOX | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1445 CINCINNATI ZANESVILLE ROAD SW | AddressLine1Txt |
| City | LANCASTER | CityNm |
| State Abbreviation | OH | StateAbbreviationCd |
| ZIP | 43130 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 7406539581 | RecipientPhoneNum |
| Form And Info And Materials | NO SPECIAL REQUIREMENTS | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | NON-SPECIFIED | SubmissionDeadlinesTxt |
| Restrictions On Awards | NON-SPECIFIED | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (41 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| COLUMBUS MUSEUM OF ART | |||||||
| 480 EAST BROAD STREET | COLUMBUS | OH | 43215 | NONE | PC | GENERAL | $5,000 |
| DECORATIVE ARTS CENTER OF OHIO | |||||||
| 145 EAST MAIN STREET | LANCASTER | OH | 43130 | NONE | PC | GENERAL | $50,000 |
| DENISON UNIVERSITY | |||||||
| PO BOX 734 | GRANVILLE | OH | 43023 | NONE | PC | GENERAL | $25,000 |
| FAIRFIELD AREA HUMANE SOCIETY | |||||||
| 1721 GRANVILLE PIKE | LANCASTER | OH | 43130 | NONE | PC | GENERAL | $10,000 |
| FAIRFIELD COUNTY FOUNDATION | |||||||
| 162 E MAIN ST | LANCASTER | OH | 43130 | NONE | PC | COVID-19 RELIEF FUND | $5,000 |
| FAIRFIELD HERITAGE ASSOCIATION | |||||||
| 105 EAST WHEELING STREET | LANCASTER | OH | 43130 | NONE | PC | GENERAL | $15,000 |
| FAIRFIELD HERITAGE ASSOCIATION | |||||||
| 105 EAST WHEELING STREET | LANCASTER | OH | 43130 | NONE | PC | GENERAL | $30,000 |
| FAIRHOPE HOSPICE | |||||||
| 282 SELLS ROAD | LANCASTER | OH | 43130 | NONE | PC | GENERAL | $15,000 |
| FORGOTTEN 4-PAWS | |||||||
| PO BOX 1046 | LANCASTER | OH | 43130 | NONE | PC | GENERAL | $15,000 |
| FOUNDATION DINNERSSHELTER | |||||||
| 1000 WEST FIFTH AVENUE | LANCASTER | OH | 43130 | NONE | PC | GENERAL | $20,000 |
| FOUNDATION FOR APPALACHIAN OHIO | |||||||
| 36 PUBLIC SQ | NELSONVILLE | OH | 45764 | NONE | PC | GENERAL | $25,000 |
| FRANKLIN PARK CONSERVATORY | |||||||
| 1777 EAST BROAD STREET | COLUMBUS | OH | 43203 | NONE | PC | GENERAL | $50,000 |
| GEORGE AND RAYMOND FRANK FOUNDATION | |||||||
| PO BOX 789 | YARMOUTH | ME | 04096 | NONE | PC | GENERAL | $15,000 |
| GOODWILL COLUMBUS | |||||||
| 1331 EDGEHILL ROAD | COLUMBUS | OH | 43212 | NONE | PC | GENERAL | $10,000 |
| HABITAT FOR HUMANITY OF SOUTHEAST OHIO | |||||||
| 525 W UNION STREET | ATHENS | OH | 45701 | NONE | PC | GENERAL | $15,000 |
| LANCASTER CHORALE | |||||||
| 109 N BROAD ST | LANCASTER | OH | 43130 | NONE | PC | GENERAL | $15,000 |
| LANCASTER FRESH MARKET INC | |||||||
| 134 S COLUMBUS ST | LANCASTER | OH | 43130 | NONE | PC | GENERAL | $15,000 |
| MAYWOOD MISSION | |||||||
| 1029 S BROAD STREET | LANCASTER | OH | 43130 | NONE | PC | GENERAL | $25,000 |
| MEALS ON WHEELS | |||||||
| 253 BOVING ROAD | LANCASTER | OH | 43130 | NONE | PC | GENERAL | $50,000 |
| MID-OHIO FOODBANK | |||||||
| 3960 BROOKHAM DR | GROVE CITY | OH | 43123 | NONE | PC | GENERAL | $50,000 |
| MINERVA UNITED METHODIST FOODBANK | |||||||
| 204 N MAIN ST | MINERVA | OH | 44657 | NONE | PC | GENERAL | $5,000 |
| MOMENTUM-EXCELLENCE INC | |||||||
| 107 S HIGH ST STE 200 | COLUMBUS | OH | 43215 | NONE | PC | GENERAL | $20,000 |
| OHIO HISTORY CONNECTION | |||||||
| 800 E 17TH AVENUE | COLUMBUS | OH | 43211 | NONE | PC | GENERAL | $25,000 |
| OHIO UNIVERSITY FOUNDATION | |||||||
| PO BOX 869 | ATHENS | OH | 45701 | NONE | PC | GENERAL | $5,000 |
| PRINCETON UNIVERSITY | |||||||
| 330 ALEXANDER STREET | PRINCETON | NJ | 08540 | NONE | PC | GENERAL | $5,000 |
| PROMUSICA | |||||||
| 243 NORTH FIFTH STREET STE 202 | COLUMBUS | OH | 43215 | NONE | PC | SUMMER FEST | $25,000 |
| ROBERT K FOX FAMILY YMCA | |||||||
| 465 WEST 6TH AVENUE | LANCASTER | OH | 43130 | NONE | PC | GENERAL | $50,000 |
| RONALD MCDONALD HOME CHARITIES OF CENTRAL OHIO | |||||||
| 711 EAST LIVINGSTON AVENUE | COLUMBUS | OH | 43205 | NONE | PC | GENERAL | $50,000 |
| SALVATION ARMY | |||||||
| 228 WEST HUBERT AVENUE | LANCASTER | OH | 43130 | NONE | PC | GENERAL | $45,000 |
| THE COLUMBUS ACADEMY | |||||||
| 4300 CHERRY BOTTOM ROAD | GAHANNA | OH | 43230 | NONE | PC | ANNUAL FUND | $10,000 |
| THE FG FOUNDATION | |||||||
| 1234 E BROAD ST | COLUMBUS | OH | 43205 | NONE | SO I | GENERAL | $497,376 |
| THE LIGHTHOUSE | |||||||
| 4000 E MAIN ST A | COLUMBUS | OH | 43213 | NONE | PC | GENERAL | $25,000 |
| THE UNITED WAY OF THE MIDLANDS | |||||||
| 1818 BLANDING ST | COLUMBIA | SC | 29201 | NONE | PC | GENERAL | $279,490 |
| THE WILDS | |||||||
| 14000 INTERNATIONAL RD | CUMBERLAND | OH | 43732 | NONE | PC | GENERAL | $25,000 |
| UNITED WAY OF FAIRFIELD COUNTY | |||||||
| 115 SOUTH BROAD STREET | LANCASTER | OH | 43130 | NONE | PC | GENERAL | $100,000 |
| HARCUM HOUSE | |||||||
| 1147 E MAIN ST | LANCASTER | OH | 43130 | NONE | PC | GENERAL | $10,000 |
| COLUMBUS METROPOLITAN LIBRARY FOUNDATION | |||||||
| 96 S GRANT AVE | COLUMBUS | OH | 43215 | NONE | PC | GENERAL | $2,500 |
| OHIO STATE UNIVERISTY FOUNDATION | |||||||
| 1480 W LANE AVE | COLUMBUS | OH | 43221 | NONE | PC | GENERAL | $5,000 |
| OHIO STATE UNIVERISTY FOUNDATION | |||||||
| 1480 W LANE AVE | COLUMBUS | OH | 43221 | NONE | PC | GENERAL | $155,000 |
| COLUMBUS MUSEUM OF ART | |||||||
| 480 EAST BROAD STREET | COLUMBUS | OH | 43215 | NONE | PC | GENERAL | $25,000 |
| THE LANCASTER FESTIVAL | |||||||
| 117 W WHEELING ST | LANCASTER | OH | 43130 | NONE | PC | GENERAL | $5,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $1,829,366 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $37 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $959,844 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $414 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $960,295 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $960,295 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | 0 | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | 0 | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | 0 | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | 0 | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | 0 | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | 0 | RelationshipsNonchrtblEOInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $4,000 | Amt |
| Net Investment Income | $3,200 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $800 | DisbursementsCharitablePrpsAmt |
Gain Loss Sale Other Assets Sch GainLossSaleOtherAssetsSch
Gain Loss Sale Other Asset GainLossSaleOtherAssetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Asset | PASS-THROUGH 1231 LOSS | AssetDesc |
| How Acquired | PURCHASED | HowAcquiredTxt |
| Sold | 2020-12 | SoldDt |
| Basis | $266 | BasisAmt |
| Basis Method | COST | BasisMethodTxt |
| Sales Expense | $0 | SalesExpenseAmt |
| Total Net | -$266 | TotalNetAmt |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp (11 entries)
| BondBondNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| ASPEN INSURANCE HOLDINGS | $24,913 | $26,520 |
| CAPITAL ONE FINANCIAL CORP | $49,753 | $50,000 |
| CHS INC CL B CUM REDEEMABLE | $29,038 | $28,160 |
| CHS INC PREF CLASS B SERIES 2 | $26,156 | $27,660 |
| EQUITABLE HLDGS 5.25% | $25,356 | $26,060 |
| GENERAL AMERICAN INVESTMENT | $25,106 | $26,500 |
| PUTNAM PREMIER INCOME TRUST | $53,289 | $43,500 |
| VORNADO REALTY INC | $48,649 | $50,180 |
| QVC INC 6.25% CORP BOND | $25,464 | $25,560 |
| SYNCHRONY FINANCIAL PFD 5.625% CORP BOND | $26,210 | $26,300 |
| WELLS FARGO & CO PFD 5.625 CORP BOND | $26,359 | $25,360 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (23 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| AMERICAN ELECTRIC POWER | $66,116 | $162,100 |
| ADAMS NATURAL RESOURCES FUND INC. | $30,510 | $32,100 |
| ASTRAZENECA PLC | $29,196 | $54,830 |
| AT & T | $102,496 | $79,905 |
| COHEN & STEERS QUALITY INCOME | $51,365 | $64,440 |
| ENBRIDGE, INC | $95,609 | $112,620 |
| ENTERGY CORP | $66,337 | $100,340 |
| ENTERPRISE PRODUCTS PARTNERS | $10,743 | $64,170 |
| GAMING AND LEISURE PROPERTIES INC | $37,465 | $46,654 |
| GLAXOSMITHKLINE PLC | $73,325 | $82,240 |
| HUNTINGTON BANCSHRES INC. | $20,050 | $29,680 |
| KEYCORP | $23,574 | $26,120 |
| LANCASTER COLONY CORP. | $697,576 | $7,590,704 |
| LEHRS | $24,938 | $20,983,065 |
| PFIZER INCORPORATED | $45,546 | $107,460 |
| PPL CORPORATION | $56,635 | $55,660 |
| ROYAL DUTCH SHELL A SHS | $51,270 | $42,040 |
| ROYAL DUTCH SHELL B SHS | $57,210 | $42,060 |
| THE SOUTHERN COMPANY | $41,614 | $61,100 |
| TOTAL S A | $50,925 | $45,990 |
| VERIZON COMMUNICATIONS | $61,402 | $100,540 |
| VIATRIS INC. | $30,360 | $24,620 |
| VODAFONE GROUP PLC | $19,758 | $14,680 |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | CORPORATE BOND PREMIUM AMORTIZATION | Desc |
| Amt | $835 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (4 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| FILING FEES | $200 | $160 | $0 | $40 |
| BANK FEES | $36 | $29 | $0 | $7 |
| INVESTMENT FEES | $155 | $155 | $0 | $0 |
| PASS-THROUGH LOSS - ENTERPRISE PRODUCTS | $10,178 | $0 | $0 | $0 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail (2 entries)
| DescDesc | AmtAmt |
|---|---|
| FMV OF DONATED STOCK | $713,392 |
| BOOK/TAX DIFFERENCE ON PASS-THROUGH INCOME | $10,444 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| TAXES - IRS | $19,569 | $0 | $0 | $0 |
| TAXES - FOREIGN | $3,030 | $3,030 | $0 | $0 |
Comments