THE WEXNER FAMILY CHARITABLE FUND: Form 990PF, tax year 2022
View the entire original 990 at ProPublica ↗
- Organization
- THE WEXNER FAMILY CHARITABLE FUND (EIN 31-1318013)
- Tax period
- 2022-01-01 to 2022-12-31
- Filed
- 2023-11-10
- IRS object ID
- 202323149349101212
- Schema version
- 2022v5.0
- 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
- Schedule B
- Accounting Fees Schedule
- Investments Corp Stock Schedule
- Other Decreases Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Substantial Contributors Sch
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2023-11-10T08:53:52-06:00 | ReturnTs |
| Tax Period End | 2022-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 132620561 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CORNICK GARBER & SANDLER LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 555 MADISON AVENUE 16TH FL | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10022 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2022-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 311318013 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE WEXNER FAMILY CHARITABLE FUND | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | WEXN | BusinessNameControlTxt |
| Phone | 6149396000 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 8000 WALTON PARKWAY 100 | AddressLine1Txt |
| City | NEW ALBANY | CityNm |
| State Abbreviation | OH | StateAbbreviationCd |
| ZIP | 43054 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | PEGGY UGLAND | PersonNm |
| Person Title | TREASURER | PersonTitleTxt |
| Phone | 6149396000 | PhoneNum |
| Signature | 2023-11-02 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | PEGGY | PersonFirstNm |
| Person Last | UGLAND | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | XXX-XX-XXXX | SSN |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | 0 | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | MICHELE ROSENBERG | PreparerPersonNm |
| PTIN | P01346138 | PTIN |
| Phone | 2125573900 | PhoneNum |
| Preparation | 2023-11-02 | PreparationDt |
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 | 2022 | TaxYr |
| Build TS | 2023-04-26 12:10:37Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $155,186,851 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $23,411,862 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $338,482 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $338,482 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $2,283,126 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $2,283,126 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $33,273,604 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $63,992,627 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $33,273,604 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $150 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $150 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $59,307,224 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $35,895,362 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $16,750 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $0 | AccountingFeesChrtblPrpsAmt |
| Taxes Rev And Expnss | $1,142,306 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $13,308 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $473,206 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $437,210 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $1,632,262 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $450,518 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $57,341,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $57,341,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $58,973,262 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $450,518 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $57,341,000 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $333,962 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $35,444,844 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $20,168 | CashBOYAmt |
| Cash EOY | $179,364 | CashEOYAmt |
| Cash EOYFMV | $179,364 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $80,556,205 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $21,381,419 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $21,381,419 | SavAndTempCashInvstEOYFMVAmt |
| Acct Rcvbl BOY | $3,128 | AcctRcvblBOYAmt |
| Corporate Stock BOY | $98,192,873 | CorporateStockBOYAmt |
| Corporate Stock EOY | $141,262,325 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $133,626,068 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $6,169,823 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $0 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $0 | CorporateBondsEOYFMVAmt |
| Total Assets BOY | $184,942,197 | TotalAssetsBOYAmt |
| Total Assets EOY | $162,823,108 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $155,186,851 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $184,942,197 | CapitalStockBOYAmt |
| Capital Stock EOY | $162,823,108 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $0 | RetainedEarningBOYAmt |
| Retained Earning EOY | $0 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $184,942,197 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $162,823,108 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $184,942,197 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $162,823,108 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $184,942,197 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $333,962 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $185,276,159 | SubtotalAmt |
| Other Decreases | $22,453,051 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $162,823,108 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (15 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|
| JP MORGAN - 0009 | P | $2,122,781 | $2,068,771 | $54,010 | $54,010 |
| JP MORGAN - 0009 | P | $350,737 | $409,065 | -$58,328 | -$58,328 |
| JP MORGAN - 1000 | P | $1,258,495 | $1,667,216 | -$408,721 | -$408,721 |
| JP MORGAN - 1000 | P | $376,805 | $614,893 | -$238,088 | -$238,088 |
| JP MORGAN - 6000 | P | $2,121,267 | $4,145,238 | -$2,023,971 | -$2,023,971 |
| JP MORGAN - 6000 | P | $285,888 | $397,216 | -$111,328 | -$111,328 |
| JP MORGAN - 9001 | P | $5,411,424 | $7,105,966 | -$1,694,542 | -$1,694,542 |
| JP MORGAN - 9001 | P | $1,078,974 | $1,409,434 | -$330,460 | -$330,460 |
| JP MORGAN - 2007 | P | $5,821,728 | $5,832,715 | -$10,987 | -$10,987 |
| JP MORGAN - 2007 | P | $5,625,759 | $6,109,688 | -$483,929 | -$483,929 |
| 275,576 SHARES OF VICTORIA'S SECRET & CO | D | $15,556,657 | $10 | $15,556,647 | $15,556,647 |
| 127,553 SHARES OF VICTORIA'S SECRET & CO | D | $4,745,376 | $189,259 | $4,556,117 | $4,556,117 |
| 272,447 SHARES OF VICTORIA'S SECRET | D | $10,124,953 | $404,247 | $9,720,706 | $9,720,706 |
| 246,201 SHARES OF VICTORIA'S SECRET & CO | D | $9,109,728 | $365,305 | $8,744,423 | $8,744,423 |
| CAPITAL GAINS DIVIDENDS | P | $2,055 | $2,055 | $2,055 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $33,273,604 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $492,683 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $492,683 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $492,683 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $550,000 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $150,000 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $700,000 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $4,230 | EsPenaltyAmt |
| Overpayment | $203,087 | OverpaymentAmt |
| Applied To ES Tax | $203,087 | 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 |
| Org Report Or Register State | DE | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | 0 | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | Yes (1) | 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 | PEGGY UGLAND | IndividualWithBooksNm |
| Phone | 6149396000 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 8000 WALTON PARKWAY SUITE 100 | AddressLine1Txt |
| City | NEW ALBANY | CityNm |
| State Abbreviation | OH | StateAbbreviationCd |
| ZIP | 43054 | 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 (3 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 |
|---|---|---|---|---|---|---|---|---|
| LESLIE H WEXNER | ||||||||
| 8000 WALTON PARKWAY SUITE 100 | NEW ALBANY | OH | 43054 | PRESIDENT | 1.00 | $0 | $0 | $0 |
| ABIGAIL WEXNER | ||||||||
| 8000 WALTON PARKWAY SUITE 100 | NEW ALBANY | OH | 43054 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| PEG UGLAND | ||||||||
| 8000 WALTON PARKWAY SUITE 100 | NEW ALBANY | OH | 43054 | TREASURER | 1.00 | $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) |
|---|---|---|
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $144,385,708 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $41,268,422 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $185,654,130 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $185,654,130 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $2,784,812 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $182,869,318 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $9,143,466 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $9,143,466 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $492,683 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $492,683 | TotalTaxAmt |
| Distributable Before Adj | $8,650,783 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $8,650,783 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $8,650,783 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $57,341,000 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $57,341,000 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $8,650,783 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $57,832,100 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $29,805,235 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $26,328,280 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $23,353,240 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $41,604,319 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $178,923,174 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $57,341,000 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $8,650,783 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $48,690,217 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $227,613,391 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $57,832,100 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $169,781,291 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $29,805,235 | ExcessFromYear4Amt |
| Excess From Year3 | $26,328,280 | ExcessFromYear3Amt |
| Excess From Year2 | $23,353,240 | ExcessFromYear2Amt |
| Excess From Year1 | $41,604,319 | ExcessFromYear1Amt |
| Excess From Current Year | $48,690,217 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | LESLIE H WEXNER | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (27 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|---|
| ASPEN VALLEY LAND TRUST | ||||||||
| 320 MAIN ST SUITE 204 | CARBONDALE | CO | 81623 | NONE | PUBLIC CHARITY | TO PROTECT OPEN LAND AND SPECIAL PLACES OF THE ROARING FORK AND MIDDLE COLORADO RIVER VALLEYS FOR WILDLIFE, AGRICULTURE, AND COMMUNITY. | $250,000 | |
| CANINE COMPANIONS FOR INDEPENDENCE | ||||||||
| 4989 STATE ROUTE 37 EAST | DELAWARE | OH | 43015 | NONE | PUBLIC CHARITY | TO ENHANCE THE LIVES OF PEOPLE WITH DISABILITIES BY PROVIDING HIGHLY TRAINED ASSISTANCE DOGS AND ONGOING SUPPORT | $25,000 | |
| COLUMBUS JEWISH FOUNDATION | ||||||||
| 1175 COLLEGE AVENUE | COLUMBUS | OH | 43209 | NONE | PUBLIC CHARITY | TO INSPIRE, GROW AND SUSTAIN JEWISH LIFE IN COLUMBUS, ISRAEL AND AROUND THE WORLD | $900,000 | |
| COLUMBUS URBAN LEAGUE | ||||||||
| 788 MOUNT VERNON AVENUE | COLUMBUS | OH | 43203 | NONE | PUBLIC CHARITY | TO GROW WEALTH, EDUCATION, EARNING POWER AND SMALL BUSINESSES WHILE SUPPORTING STRONG FAMILIES AND ADVANCE RACIAL EQUITY AND SOCIAL JUSTICE. | $250,000 | |
| ENVIRONMENTAL DEFENSE FUND | ||||||||
| 257 PARK AVENUE SOUTH | NEW YORK | NY | 10010 | NONE | PUBLIC CHARITY | TO PRESERVE THE NATURAL SYSTEMS ON WHICH ALL LIFE DEPENDS. | $2,000,000 | |
| JEWISH FEDERATION OF COLUMBUS | ||||||||
| 1175 COLLEGE AVENUE | COLUMBUS | OH | 73209 | NONE | PUBLIC CHARITY | TO PROVIDE ASSISTANCE TO CENTRAL OHIO JEWISH COMMUNITY TO MAKE COLUMBUS A BETTER-INFORMED, MORE EFFECTIVE AND SAFER COMMUNITY | $2,000,000 | |
| JEWISH FEDERATIONS OF NORTH AMERICA | ||||||||
| 25 BROADWAY 17TH FLOOR | NEW YORK | NY | 10004 | NONE | PUBLIC CHARITY | TO SUPPORT SOCIAL WELFARE, SOCIAL SERVICES AND EDUCATIONAL NEEDS OF THE JEWISH COMMUNITY | $5,000,000 | |
| MID-OHIO FOOD COLLECTIVE | ||||||||
| 3960 BROOKHAM DRIVE | GROVE CITY | OH | 43123 | NONE | PUBLIC CHARITY | TO END HUNGER ONE MEAL AT A TIME WHILE CO-CREATING COMMUNITIES WHERE EVERYONE THRIVES. | $500,000 | |
| NATIONWIDE CHILDREN'S HOSPITAL FOUNDATION | ||||||||
| 700 CHILDRENS DRIVE | COLUMBUS | OH | 43205 | NONE | PUBLIC CHARITY | TO ENSURE MUCH NEEDED FUNDS ARE AVAILABLE FOR INNOVATIVE RESEARCH, EMERGING TRENDS IN PEDIATRIC HEALTH, AND TO REACT TO OUR EVER CHANGING WORLD. | $10,000,000 | |
| NEW ALBANY COMMUNITY FOUNDATION | ||||||||
| 220 MARKET STREET | NEW ALBANY | OH | 43054 | NONE | PUBLIC CHARITY | GENERAL SUPPORT | $250,000 | |
| OHIO STATE UNIVERSITY FOUNDATION | ||||||||
| 1480 WEST LANE AVENUE | COLUMBUS | OH | 43221 | NONE | PUBLIC CHARITY | TO ADVANCE THE MISSION OF OHIO STATE BY PURSUING AND SECURING PRIVATE SUPPORT TO BENEFIT OHIO STATE STUDENTS, FACULTY, PROGRAMS, AND/OR FACILITIES. | $10,000,000 | |
| PBJ CONNECTIONS | ||||||||
| 9734 JUG STREET RD NW | PATASKALA | OH | 43062 | NONE | PUBLIC CHARITY | TO SUPPORT BEHAVIORAL HEALTH THERAPY FOR CHILDREN, ADULTS AND FAMILIES | $4,000 | |
| PRESIDENT AND FELLOWS OF HARVARD COLLEGE | ||||||||
| 1033 MASSACHUSETTS AVE 3RD FL | CAMBRIDGE | MA | 02138 | NONE | PUBLIC CHARITY | TO SUPPORT EDUCATION | $3,000,000 | |
| THE COLUMBUS ACADEMY | ||||||||
| 4300 CHERRY BOTTOM ROAD | GAHANNA | OH | 43230 | NONE | PUBLIC CHARITY | TO DEVELOP THE ENTIRE INDIVIDUAL INTELLECTUALLY, SOCIALLY, ETHICALLY, ARTISTICALLY AND PHYSICALLY | $125,000 | |
| THE COLUMBUS FOUNDATION | ||||||||
| 1234 EAST BROAD STREET | COLUMBUS | OH | 43205 | NONE | PUBLIC CHARITY | SUPPORT THE IMPROVEMENT OF THE COMMUNITY'S QUALITY OF LIFE TO BENEFIT ALL RESIDENTS | $5,177,000 | |
| WEXNER CENTER FOUNDATION | ||||||||
| 22 EAST 16TH AVENUE | COLUMBUS | OH | 43201 | NONE | PUBLIC CHARITY | SUPPORT OF THE ARTS | $390,000 | |
| WEXNER FOUNDATION | ||||||||
| 8000 WALTON PARKWAY | NEW ALBANY | OH | 43054 | NONE | PRIVATE OPERATING FO | SUPPORT THE DEVELOPMENT OF JEWISH PROFESSIONAL AND VOLUNTEER LEADERS | $8,000,000 | |
| WEXNER HERITAGE VILLAGE | ||||||||
| 1151 COLLEGE AVENUE | COLUMBUS | OH | 43209 | NONE | PUBLIC CHARITY | SUPPORT PROGRAMS FOR SENIOR CITIZENS | $500,000 | |
| WILDERNESS WORKSHOP | ||||||||
| 520 SOUTH THIRD STREET | CARBONDALE | CO | 81623 | NONE | PUBLIC CHARITY | TO KEEP THE WHITE RIVER NATIONAL FOREST AND NEARBY BLM LANDS MORE OR LESS "AS IS AND, WHERE POSSIBLE, TO RESTORE WILDNESS TO THIS NATIONALLY IMPORTANT LANDSCAPE. | $100,000 | |
| ARIZONA STATE UNIVERSITY FOUNDATION | ||||||||
| PO BOX 2260 | TEMPE | AZ | 852802260 | NONE | PUBLIC CHARITY | THE ASU FOUNDATION BUILDS PARTNERSHIPS AND RELATIONSHIPS, UNITING IDEAS, PEOPLE, PHILANTHROPIC SUPPORT AND INVESTMENTS TO ADVANCE ASU'S GOALS FOR INCLUSION, STUDENT SUCCESS, DISCOVERY AND LOCAL AND GLOBAL IMPACT. | $70,000 | |
| BIRTHRIGHT ISRAEL FOUNDATION | ||||||||
| PO BOX 21615 | NEW YORK | NY | 10087 | NONE | PUBLIC CHARITY | TO ENSURE THAT EVERY ELIGIBLE YOUNG JEWISH ADULT AROUND THE WORLD, ESPECIALLY THE LESS CONNECTED, IS GIVEN THE OPPORUNITY TO VISIT ISRAEL ON THIS EDUCATIONAL JOURNEY. | $125,000 | |
| ENTERPRISE COMMUNITY PARTNERS INC | ||||||||
| 70 CORPORATE CENTER 11000 BROKEN | COLUMBIA | MD | 21044 | NONE | PUBLIC CHARITY | TO MAKE HOME AND COMMUNITY PLACES OF PRIDE, POWER AND BELONGING, AND PLATFORMS FOR RESILIENCE AND UPWARD MOBILITY FOR ALL. | $25,000 | LAND PARKWAY SUITE 700 |
| JEWISH COMMUNITY CENTER | ||||||||
| 1125 COLLEGE AVE | COLUMBUS | OH | 43209 | NONE | PUBLIC CHARITY | THE JCC IS A HUMAN SERVICE ORGANIZATION OFFERING A VARIED PROGRAM THAT IS LARGELY JEWISH IN NATURE. IT IS COMMITTED TO ENHANCING THE QUALITY OF FAMILY LIFE AND PROMOTING THE PHYSICAL, INTELLECTUAL AND SPRITUAL WELLNESS OF THE INDIVIDUAL. IT PROVIDES HEALTH-RELATED ACTIVITIES AND CULTURAL AND EDUCATIONAL PROGRAMS THAT REFLECT THE JEWISH HERITAGE. ALTHOUGH PRIMARILY A MEMBERSHIP JCC, THE JCC ALSO DELIVERS SERVICES TO THE COMMUNITY AT LARGE, INCLUDING POPULATIONS AT RISK. THROUGH ITS WIDE ARRAY OF PROGRAMS, THE JCC PURSUES ITS MISSION OF STRENGTHENING THE INDIVIDUAL, FAMILY AND COMMUNITY. | $500,000 | |
| KIPP FOUNDATION | ||||||||
| 2900 INSPIRE DR | COLUMBUS | OH | 43224 | NONE | PUBLIC CHARITY | TO SUPPORT EDUCATIONAL ACTIVITIES OF SCHOOLS IN THE CENTRAL OHIO AREA THAT ARE SPONSORED BY OR AFFILIATED WITH THE KIPP FOUNDATION. | $5,500,000 | |
| THE NATURE CONSERVANCY | ||||||||
| 4245 NORTH FAIRFAX DRIVE SUITE 100 | ARLINGTON | VA | 222031606 | NONE | PUBLIC CHARITY | TO CONSERVE THE LANDS AND WATERS ON WHICH ALL LIFE DEPENDS. | $1,250,000 | |
| UNITED STATES HOLOCAUST | ||||||||
| 100 RAOUL WALLENBERG PL SW | WASHINGTON | DC | 20024 | NONE | PUBLIC CHARITY | TO ADVANCE AND DISSEMINATE KNOWLEDGE ABOUT THIS UNPRECEDENTED TRAGEDY; TO PRESERVE THE MEMORY OF THOSE WHO SUFFERED; AND TO ENCOURAGE ITS VISITORS TO REFLECT UPON THE MORAL AND SPIRITUAL QUESTIONS RAISED BY THE EVENTS OF THE HOLOCAUST AS WELL AS THEIR OWN RESPONSIBILITIES AS CITIZENS OF A DEMOCRACY. | $1,000,000 | |
| USET FOUNDATION INC | ||||||||
| PO BOX 355 | GLADSTONE | NJ | 07934 | NONE | PUBLIC CHARITY | TO HELP PROVIDE FUNDING FOR THE HIGH PERFORMANCE COMPETITION, TRAINING, COACHING, TRAVEL AND EDUCATIONAL NEEDS OF AMERICA'S ELITE AND DEVELOPING ATHLETES AND HORSES. | $400,000 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $57,341,000 | 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 | $338,482 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $2,283,126 | ExclusionAmt |
Other Investment Income OtherInvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $150 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $33,273,604 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $35,895,362 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $35,895,362 | 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 |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
| Contributor Person | ABIGAIL S WEXNER | ContributorPersonNm |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 8000 WALTON PARKWAY | AddressLine1Txt |
| City | NEW ALBANY | CityNm |
| State Abbreviation | OH | StateAbbreviationCd |
| ZIP | 43054 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $23,411,862 | TotalContributionsAmt |
| Noncash Contribution | Yes (X) | NoncashContributionInd |
Non Cash Property Contribution NonCashPropertyContributionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
| Noncash Property | SHARES OF VICTORIA'S SECRET & CO. STOCK | NoncashPropertyDesc |
| Fair Market Value | $23,411,862 | FairMarketValueAmt |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $16,750 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (5 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| BATH & BODY WORKS | $16 | $13,601,444 |
| JPM - 1000 | $90,289,581 | $76,135,173 |
| JPM - 0009 | $21,699,345 | $21,510,155 |
| JPM - 6000 | $12,579,825 | $8,590,902 |
| JPM - 9001 | $16,693,558 | $13,788,394 |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | ALLOWANCE FOR EXCESS OF FMV OVER COST OF CONTRIBUTED STOCK | Desc |
| Amt | $22,453,051 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (5 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FILING FEES | $402 | $0 | $0 |
| INVESTMENT ADVISORY FEES | $437,210 | $437,210 | $0 |
| DELIVERY | $39 | $0 | $0 |
| MISCELLANEOUS EXPENSES | $1,789 | $0 | $0 |
| FEDERAL TAX STATUTORY CHARGES | $33,766 | $0 | $0 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | OTHER INVESTMENT INCOME | Desc |
| Revenue And Expenses Per Books | $150 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $150 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $150 | AdjustedNetIncomeAmt |
Substantial Contributors Sch SubstantialContributorsSch
Substantial Contributor Detail SubstantialContributorDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | ABIGAIL S WEXNER | PersonNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 8000 WALTON PARKWAY | AddressLine1Txt |
| City | NEW ALBANY | CityNm |
| State Abbreviation | OH | StateAbbreviationCd |
| ZIP | 43054 | ZIPCd |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FEDERAL EXCISE TAX | $1,128,998 | $0 | $0 |
| FOREIGN TAX | $13,308 | $13,308 | $0 |
Comments