FOX FOUNDATION INC: Form 990PF, tax year 2023
View the entire original 990 at ProPublica ↗
- Organization
- FOX FOUNDATION INC (EIN 31-6023906)
- Tax period
- 2023-12-01 to 2024-11-30
- Filed
- 2025-05-07
- IRS object ID
- 202531279349102248
- Schema version
- 2023v6.0
- 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
- Accounting Fees Schedule
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Other Expenses Schedule
- Other Increases Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2025-05-07T14:22:21-05:00 | ReturnTs |
| Tax Period End | 2024-11-30 | 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 | 2023-12-01 | 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 | 2025-04-28 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | 0 | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | JON YERIAN CPA | PreparerPersonNm |
| PTIN | P00575540 | PTIN |
| Phone | 6142242164 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2023 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $35,784,241 | 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 | $200 | ContriRcvdRevAndExpnssAmt |
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Interest On Sav Rev And Expnss | $2,062 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $2,062 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $1,088,164 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $1,088,164 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | -$29,487 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $43,584 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $0 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $1,060,939 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $1,090,226 | 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 | $3,750 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $3,000 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $0 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $750 | AccountingFeesChrtblPrpsAmt |
| Taxes Rev And Expnss | $18,047 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $2,839 | TaxesNetInvstIncmAmt |
| Taxes Adj Net Incm | $0 | TaxesAdjNetIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $4,972 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $383 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Adj Net Incm | $0 | OtherExpensesAdjNetIncmAmt |
| Other Expenses Dsbrs Chrtbl | $50 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $26,769 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $6,222 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $800 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $1,761,685 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $1,761,685 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $1,788,454 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $6,222 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $1,762,485 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$727,515 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $1,084,004 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $201,180 | CashBOYAmt |
| Cash EOY | $260,935 | CashEOYAmt |
| Cash EOYFMV | $260,935 | CashEOYFMVAmt |
| Corporate Stock BOY | $1,639,357 | CorporateStockBOYAmt |
| Corporate Stock EOY | $1,514,298 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $35,178,430 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $398,550 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $345,261 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $317,696 | CorporateBondsEOYFMVAmt |
| Mortgage Loans BOY | $20,460 | MortgageLoansBOYAmt |
| Mortgage Loans EOY | $20,460 | MortgageLoansEOYAmt |
| Mortgage Loans EOYFMV | $27,180 | MortgageLoansEOYFMVAmt |
| Total Assets BOY | $2,259,547 | TotalAssetsBOYAmt |
| Total Assets EOY | $2,140,954 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $35,784,241 | 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 | $648,234 | RetainedEarningBOYAmt |
| Retained Earning EOY | $529,641 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $2,259,547 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $2,140,954 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $2,259,547 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $2,140,954 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $2,259,547 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$727,515 | ExcessRevenueOverExpensesAmt |
| Other Increases | $608,922 | OtherIncreasesAmt |
| Subtotal | $2,140,954 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $2,140,954 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (3 entries)
| PropertyPropertyDesc | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | How AcquiredHowAcquiredCd |
|---|---|---|---|---|---|---|
| PUTNAM PREMIER INCOME TRUST | 2024-11-12 | $35,245 | $53,289 | -$18,044 | -$18,044 | |
| VODAFONE GROUP PLC | 2024-11-12 | $8,339 | $19,758 | -$11,419 | -$11,419 | |
| ENTERPRISE PRODUCTS PARTNERS LP | 2023-12-31 | $24 | -$24 | -$24 | P |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | -$29,487 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $15,068 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $15,068 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $15,068 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $14,506 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $8,200 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $22,706 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $7,638 | OverpaymentAmt |
| Applied To ES Tax | $7,638 | 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 | Yes (1) | UndistributedIncomePYInd |
| Undistributed Income PY1 | 2022 | UndistributedIncomePY1Yr |
| Undistr Incm Sect4942a2 Not App | Yes (1) | UndistrIncmSect4942a2NotAppInd |
| 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 (4 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 |
| ROBERT W FOX | ||||||||
| 1445 CINCINNATI ZANESVILLE ROAD SW | LANCASTER | OH | 43130 | TRUSTEE | 2.50 | $0 | $0 | $0 |
| ELIZABETH ZAWISLAK | ||||||||
| 1445 CINCINNATI ZANESVILLE ROAD SW | LANCASTER | OH | 43130 | TRUSTEE | 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 | $34,402,473 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $376,375 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $34,778,848 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $34,778,848 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $521,683 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $34,257,165 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $1,712,858 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $1,712,858 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $15,068 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $15,068 | TotalTaxAmt |
| Distributable Before Adj | $1,697,790 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $1,697,790 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $1,697,790 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $1,762,485 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $1,762,485 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $1,697,790 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $1,798,044 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $1,762,485 | QualifyingDistributionsAmt |
| Applied To Year1 | $1,762,485 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $0 | 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 | $35,559 | Taxable2Amt |
| Undistributed Income CY | $1,697,790 | 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 (32 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 | $25,000 |
| DECORATIVE ARTS CENTER OF OHIO | |||||||
| 145 EAST MAIN STREET | LANCASTER | OH | 43130 | NONE | PC | GENERAL | $75,000 |
| 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 | $15,000 |
| FAIRFIELD COUNTY FOUNDATION | |||||||
| 162 E MAIN ST | LANCASTER | OH | 43130 | NONE | PC | GENERAL | $5,000 |
| FAIRFIELD HERITAGE ASSOCIATION | |||||||
| 105 EAST WHEELING STREET | LANCASTER | OH | 43130 | NONE | PC | GENERAL | $55,000 |
| FAIRHOPE HOSPICE | |||||||
| 282 SELLS ROAD | LANCASTER | OH | 43130 | NONE | PC | GENERAL | $25,000 |
| FORGOTTEN 4-PAWS | |||||||
| PO BOX 1046 | LANCASTER | OH | 43130 | NONE | PC | GENERAL | $20,000 |
| FOUNDATION DINNERSSHELTER | |||||||
| 1000 WEST FIFTH AVENUE | LANCASTER | OH | 43130 | NONE | PC | GENERAL | $35,000 |
| 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 | $75,000 |
| GEORGE AND RAYMOND FRANK FOUNDATION | |||||||
| PO BOX 789 | YARMOUTH | ME | 04096 | NONE | PC | GENERAL | $10,000 |
| HABITAT FOR HUMANITY OF SOUTHEAST OHIO | |||||||
| 525 W UNION STREET | ATHENS | OH | 45701 | NONE | PC | GENERAL | $25,000 |
| HARCUM HOUSE | |||||||
| 1147 E MAIN ST | LANCASTER | OH | 43130 | NONE | PC | GENERAL | $100,000 |
| LANCASTER FRESH MARKET INC | |||||||
| 134 S COLUMBUS ST | LANCASTER | OH | 43130 | NONE | PC | GENERAL | $35,000 |
| MAYWOOD MISSION | |||||||
| 1029 S BROAD STREET | LANCASTER | OH | 43130 | NONE | PC | GENERAL | $50,000 |
| MID-OHIO FOODBANK | |||||||
| 3960 BROOKHAM DR | GROVE CITY | OH | 43123 | NONE | PC | GENERAL | $50,000 |
| OHIO HISTORY CONNECTION | |||||||
| 800 E 17TH AVENUE | COLUMBUS | OH | 43211 | NONE | PC | GENERAL | $35,000 |
| OHIO STATE UNIVERISTY FOUNDATION | |||||||
| 1480 W LANE AVE | COLUMBUS | OH | 43221 | NONE | PC | GENERAL | $113,676 |
| OHIO UNIVERSITY FOUNDATION | |||||||
| PO BOX 869 | ATHENS | OH | 45701 | NONE | PC | GENERAL | $75,000 |
| PRINCETON UNIVERSITY | |||||||
| 330 ALEXANDER STREET | PRINCETON | NJ | 08540 | NONE | PC | GENERAL | $10,000 |
| PROMUSICA | |||||||
| 243 NORTH FIFTH STREET STE 202 | COLUMBUS | OH | 43215 | NONE | PC | SUMMER SERIES | $30,000 |
| ROBERT K FOX FAMILY YMCA | |||||||
| 465 WEST 6TH AVENUE | LANCASTER | OH | 43130 | NONE | PC | GENERAL | $75,000 |
| 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 | $113,676 |
| THE COLUMBUS ACADEMY | |||||||
| 4300 CHERRY BOTTOM ROAD | GAHANNA | OH | 43230 | NONE | PC | GENERAL | $20,000 |
| THE LANCASTER FESTIVAL | |||||||
| 117 W WHEELING ST | LANCASTER | OH | 43130 | NONE | PC | GENERAL | $25,000 |
| 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 | $322,082 |
| THE WILDS | |||||||
| 14000 INTERNATIONAL RD | CUMBERLAND | OH | 43732 | NONE | PC | GENERAL | $50,000 |
| UNITED WAY OF FAIRFIELD COUNTY | |||||||
| 115 SOUTH BROAD STREET | LANCASTER | OH | 43130 | NONE | PC | GENERAL | $152,251 |
| PRO ARTE OHIO | |||||||
| 597 HIGH ST PO BOX 131 | WORTHINGTON | OH | 43085 | NONE | PC | GENERAL | $15,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $1,761,685 | 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 | $2,062 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $1,088,164 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | -$29,487 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $1,060,739 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $1,060,739 | 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 | $3,750 | Amt |
| Net Investment Income | $3,000 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $750 | DisbursementsCharitablePrpsAmt |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp (11 entries)
| BondBondNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| ASPEN INSURANCE HOLDINGS | $24,913 | $22,080 |
| BECTON DICKINSON | $51,476 | $43,936 |
| CHS INC CL B CUM REDEEMABLE | $29,038 | $26,620 |
| CHS INC PREF CLASS B SERIES 2 | $26,156 | $25,350 |
| EQUITABLE HOLDINGS | $25,356 | $22,950 |
| GENERAL AMERICAN INVESTMENT | $25,106 | $25,830 |
| KINDER MORGAN INC | $36,534 | $56,540 |
| QVC INC 6.25% CORP BOND | $25,464 | $12,370 |
| SYNCHRONY FINANCIAL PFD 5.625% CORP BOND | $26,210 | $20,930 |
| VORNADO REALTY INC | $48,649 | $36,420 |
| WELLS FARGO & CO PFD 5.625 CORP BOND | $26,359 | $24,670 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (20 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| AMERICAN ELECTRIC POWER | $66,116 | $199,720 |
| AT & T | $78,430 | $81,060 |
| COHEN & STEERS QUALITY INCOME | $51,365 | $55,720 |
| ENBRIDGE, INC | $95,609 | $130,140 |
| GAMING AND LEISURE PROPERTIES INC | $36,792 | $53,365 |
| GLAXOSMITHKLINE PLC | $60,096 | $54,608 |
| HALEON PLC | $13,229 | $19,320 |
| HUNTINGTON BANCSHRES INC. | $44,418 | $72,040 |
| KEYCORP | $23,574 | $24,040 |
| LANCASTER COLONY CORP. | $627,710 | $8,682,445 |
| LEHRS | $24,365 | $25,188,942 |
| PFIZER INCORPORATED | $43,178 | $52,420 |
| PPL CORPORATION | $56,635 | $69,860 |
| ROYAL DUTCH SHELL A SHS | $51,270 | $64,740 |
| ROYAL DUTCH SHELL B SHS | $57,210 | $64,740 |
| THE SOUTHERN COMPANY | $41,614 | $89,130 |
| TOTAL S A | $50,925 | $57,990 |
| VERIZON COMMUNICATIONS | $61,402 | $88,680 |
| VIATRIS INC. | $30,360 | $26,180 |
| ENTERPRISE PRODUCTS PARTNERS | $0 | $103,290 |
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 |
|---|---|---|---|---|
| INVESTMENT FEES | $183 | $183 | $0 | $0 |
| PASS-THROUGH LOSS - ENTERPRISE PRODUCTS | $4,539 | $0 | $0 | $0 |
| BANK FEES | $50 | $40 | $0 | $10 |
| FILING FEES | $200 | $160 | $0 | $40 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail (2 entries)
| DescDesc | AmtAmt |
|---|---|
| FMV OF DONATED STOCK | $596,384 |
| BOOK/TAX DIFFERENCE ON PASS-THROUGH INCOME | $12,538 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| TAXES - IRS | $15,208 | $0 | $0 | $0 |
| TAXES - FOREIGN | $2,839 | $2,839 | $0 | $0 |
Comments