THE WEXNER FAMILY CHARITABLE FUND: Form 990PF, tax year 2020
View the entire original 990 at ProPublica ↗
- Organization
- THE WEXNER FAMILY CHARITABLE FUND (EIN 31-1318013)
- Tax period
- 2020-01-01 to 2020-12-31
- Filed
- 2021-11-10
- IRS object ID
- 202123149349102007
- Schema version
- 2020v4.1
- 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 Bonds Schedule
- Investments Corp Stock Schedule
- Other Decreases Schedule
- Other Expenses Schedule
- Substantial Contributors Sch
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2021-11-10T13:19:35-06:00 | ReturnTs |
| Tax Period End | 2020-12-31 | 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 | 2020-01-01 | 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 NO 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 | 2021-11-04 | 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 |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | MICHELE ROSENBERG | PreparerPersonNm |
| PTIN | P01346138 | PTIN |
| Phone | 2125573900 | PhoneNum |
| Preparation | 2021-11-04 | 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 | 2020 | TaxYr |
| Build TS | 2022-09-23 18:48:47Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $132,439,511 | 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 | $4,868,088 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $109,661 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $109,661 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $1,073,447 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $1,073,447 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $31,854,934 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $34,637,706 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $31,854,934 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $37,906,130 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $33,038,042 | 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 | $15,750 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $0 | AccountingFeesChrtblPrpsAmt |
| Taxes Rev And Expnss | $421,929 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $0 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $341 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $0 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $438,020 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $0 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $28,214,099 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $28,214,099 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $28,652,119 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $0 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $28,214,099 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $9,254,011 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $33,038,042 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $88,849 | CashBOYAmt |
| Cash EOY | $86,730 | CashEOYAmt |
| Cash EOYFMV | $86,730 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $41,864,003 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $48,843,224 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $48,843,224 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $185 | CorporateStockBOYAmt |
| Corporate Stock EOY | $125 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $77,419,948 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $5,887,824 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $6,079,419 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $6,089,609 | CorporateBondsEOYFMVAmt |
| Total Assets BOY | $47,840,861 | TotalAssetsBOYAmt |
| Total Assets EOY | $55,009,498 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $132,439,511 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $47,840,861 | CapitalStockBOYAmt |
| Capital Stock EOY | $55,009,498 | 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 | $47,840,861 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $55,009,498 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $47,840,861 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $55,009,498 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $47,840,861 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $9,254,011 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $57,094,872 | SubtotalAmt |
| Other Decreases | $2,085,374 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $55,009,498 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (6 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| 5,264 SHARES OF ADVANCED DRAINAGE SYSTEMS INC | D | 2019-07-23 | 2020-05-28 | $238,300 | $171,396 | $66,904 | $66,904 |
| 65,135 SHARES OF ADVANCED DRAINAGE SYSTEMS INC | D | 2015-02-27 | 2020-05-28 | $2,948,649 | $1,676,289 | $1,272,360 | $1,272,360 |
| 9,865 SHARES OF ADVANCED DRAINAGE SYSTEMS INC | D | 2015-02-17 | 2020-06-01 | $446,413 | $242,017 | $204,396 | $204,396 |
| 27,806 SHARES OF ADVANCED DRAINAGE SYSTEMS INC | D | 2015-02-27 | 2020-06-01 | $1,258,284 | $693,010 | $565,274 | $565,274 |
| 1,000,000 SHARES OF L BRANDS INC | D | 2014-12-18 | 2020-08-25 | $29,700,000 | $60 | $29,699,940 | $29,699,940 |
| CAPITAL GAINS DIVIDENDS | P | $46,060 | $46,060 | $46,060 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $31,854,934 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $459,229 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $459,229 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $459,229 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $430,053 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $840,000 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $1,270,053 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $810,824 | OverpaymentAmt |
| Applied To ES Tax | $810,824 | 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 | Yes (1) | 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 (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 |
|---|---|---|---|---|---|---|---|---|
| LESLIE H WEXNER | ||||||||
| 8000 WALTON PARKWAY SUITE 100 | NEW ALBANY | OH | 43054 | PRESIDENT | 1.00 | $0 | $0 | $0 |
| DENNIS HERSCH | ||||||||
| 8000 WALTON PARKWAY SUITE 100 | NEW ALBANY | OH | 43054 | DIRECTOR | 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 | $66,359,293 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $41,662,795 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $108,022,088 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $108,022,088 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $1,620,331 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $106,401,757 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $5,320,088 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $5,320,088 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $459,229 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $459,229 | TotalTaxAmt |
| Distributable Before Adj | $4,860,859 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $4,860,859 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $4,860,859 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $28,214,099 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $28,214,099 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $28,214,099 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $4,860,859 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $36,683,308 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $50,149,357 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $57,832,100 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $29,805,235 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $26,328,280 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $200,798,280 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $28,214,099 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $4,860,859 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $23,353,240 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $224,151,520 | 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 | $36,683,308 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $187,468,212 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $50,149,357 | ExcessFromYear4Amt |
| Excess From Year3 | $57,832,100 | ExcessFromYear3Amt |
| Excess From Year2 | $29,805,235 | ExcessFromYear2Amt |
| Excess From Year1 | $26,328,280 | ExcessFromYear1Amt |
| Excess From Current Year | $23,353,240 | 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 (22 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | Address Line2RecipientUSAddress/AddressLine2Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|---|
| CHOICES FOR VICTIMS OF DOMESTIC VIOLENCE | ||||||||
| 500 WEST WILSON BRIDGE ROAD - STE | 245 | WORTHINGTON | OH | 43085 | NONE | PUBLIC CHARITY | TO CREATE A BETTER WORLD BY SERVING PEOPLE IN NEED AND BY INTERRUPTING THE CYCLE OF DOMESTIC VIOLENCE IN OUR COMMUNITY | $300,000 |
| COLUMBUS JEWISH DAY SCHOOL | ||||||||
| 150 EAST DUBLIN GRANVILLE ROAD | NEW ALBANY | OH | 43054 | NONE | PUBLIC CHARITY | TO ACHEIVE ACADEMIC EXCELLENCE THROUGH A FULLY INTEGRATED PROGRAM OF GENERAL AND JUDAIC STUDIES. | $750,000 | |
| 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 | $1,150,000 | |
| COLUMBUS SCHOOL FOR GIRLS | ||||||||
| 65 SOUTH DREXEL AVENUE | COLUMBUS | OH | 43209 | NONE | PUBLIC CHARITY | TO EMPOWER GIRLS TO DISCOVER THEIR DISTINCT POTENTIAL AS LEARNERS AND LEADERS. | $27,116 | |
| COMMUNITY SHELTER BOARD | ||||||||
| 111 LIBERTY STREET - SUITE 150 | COLUMBUS | OH | 43215 | NONE | PUBLIC CHARITY | TO RESPOND TO HOMELESSNESS BY CREATING COLLABORATIONS, DEVELOPING INNOVATIVE SOLUTIONS, AND INVESTING IN QUALITY PROGRAMS IN COLUMBUS, OHIO. | $50,000 | |
| FRIENDS OF THE CONSERVATORY | ||||||||
| 1400 EAST GALER STREET | SEATTLE | WA | 98112 | NONE | PUBLIC CHARITY | TO ADVOCATE AND ENCOURAGE PRESERVATION, PUBLIC PARTICPATION, AND EDUCATION WITH RESPECT TO THE VOLUNTEER PARK CONSERVATORY AND ITS PLANT COLLECTION | $40,000 | |
| GLOBAL NEWBORN SOLUTIONS INC | ||||||||
| 20 HILLSIDE TERRACE | BELMONT | MA | 02478 | NONE | PUBLIC CHARITY | DEVELOP MEDICAL INNOVATIONS TO ADDRESS THE MOST VITAL COMPONENTS OF NEONATAL HEALTH AND SURVIVIAL IN RESOURCE-LIMITED SETTINGS | $380,000 | |
| HARVARD HILLEL | ||||||||
| 52 MOUNT AUBURN STREET | CAMBRIDGE | MA | 02138 | NONE | PUBLIC CHARITY | TO EXPLORE THE RELEVANCE OF JEWISH TRADITION TO THEIR OWN LIVES, TO BECOME ACTIVE PARTICIPANTS IN A VITAL AND DYNAMIC CULTURE, AND TO CONTRIBUTE WITH FORCE AND VISION BOTH TO THE JEWISH COMMUNITY AND THE WORLD AT LARGE. | $250,000 | |
| 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 | $1,000,000 | |
| KIPP COLUMBUS | ||||||||
| 2900 INSPIRE DRIVE | COLUMBUS | OH | 43224 | NONE | PUBLIC CHARITY | TO CREATE A SYSTEM OF SCHOOLS WHERE STUDENTS DEVELOP THE INTELLECTUAL, ACADEMIC, AND SOCIAL SKILLS NEEDED TO UNDERSTAND AND TAKE ACTION ON ISSUES THEY ENCOUNTER IN EVERYDAY LIFE. | $2,900,000 | |
| 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. | $1,670,483 | |
| NEW ALBANY COMMUNITY FOUNDATION | ||||||||
| 220 MARKET STREET | NEW ALBANY | OH | 43054 | NONE | PUBLIC CHARITY | GENERAL SUPPORT | $25,000 | |
| 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 | $4,100,000 | |
| UNITED STATES EQUESTRIAN TEAM FOUNDATION INC | ||||||||
| 1040 POTTERSVILLE RD PO BOX 355 | GLADSTONE | NJ | 07934 | NONE | PUBLIC CHARITY | TO SUPPORT EQUESTRIAN COMPETITION, TRAINING, COACHING, AND EDUCATIONAL NEEDS | $400,000 | |
| UNITED WAY OF CENTRAL OHIO | ||||||||
| 360 SOUTH 3RD STREET | COLUMBUS | OH | 43215 | NONE | PUBLIC CHARITY | TO IMPROVE THE LIVES OF OTHERS BY MOBILIZING THE CARING POWER OF OUR COMMUNITY. | $575,000 | |
| 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 | $9,000,000 | |
| WEXNER HERITAGE VILLAGE | ||||||||
| 1151 COLLEGE AVENUE | COLUMBUS | OH | 43209 | NONE | PUBLIC CHARITY | SUPPORT PROGRAMS FOR SENIOR CITIZENS | $77,500 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $28,214,099 | 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 | $109,661 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $1,073,447 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $31,854,934 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $33,038,042 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $33,038,042 | 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 | $4,868,088 | TotalContributionsAmt |
| Noncash Contribution | Yes (X) | NoncashContributionInd |
Non Cash Property Contribution NonCashPropertyContributionGrp (2 entries)
| ContributorContributorNum | Noncash PropertyNoncashPropertyDesc | Fair Market ValueFairMarketValueAmt | ReceivedReceivedDt |
|---|---|---|---|
| 1 | 102,806 SHARES OF ADVANCED DRAINAGE SYSTEMS, INC | $4,696,692 | 2020-05-26 |
| 1 | 5,264 SHARES OF ADVANCED DRAINAGE SYSTEMS, INC | $171,396 | 2020-05-26 |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $15,750 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp (2 entries)
| BondBondNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| JPM SHORT DURATION BOND FD | $940,877 | $956,044 |
| JPM MORTGAGE BACKED SEC FD | $5,138,542 | $5,133,565 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | L BRANDS INC | StockNm |
| EOY Book Value | $125 | EOYBookValueAmt |
| EOYFMV | $77,419,948 | EOYFMVAmt |
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 | $2,085,374 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | FILING FEES | Desc |
| Revenue And Expenses Per Books | $341 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | FEDERAL EXCISE TAX | CategoryTxt |
| Amt | $421,929 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
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