FOX FOUNDATION INC: Form 990PF, tax year 2018
View the entire original 990 at ProPublica ↗
- Organization
- FOX FOUNDATION INC (EIN 31-6023906)
- Tax period
- 2018-12-01 to 2019-11-30
- Filed
- 2020-04-13
- IRS object ID
- 202041049349100709
- Schema version
- 2018v3.1
- 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
- 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 | 2020-04-13T14:33:23-05:00 | ReturnTs |
| Tax Period End | 2019-11-30 | 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 LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 37 W BROAD ST STE 530 | AddressLine1Txt |
| City | COLUMBUS | CityNm |
| State Abbreviation | OH | StateAbbreviationCd |
| ZIP | 43215 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2018-12-01 | 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 | 2020-04-13 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | JON YERIAN CPA | PreparerPersonNm |
| PTIN | P00575540 | PTIN |
| Phone | 6142242164 | PhoneNum |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 74.202.49.200 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2020-04-13 | IPDt |
| IP Tm | 07:50:00 | IPTm |
| IP Timezone | ED | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | DA39A3EE5E6B4B0D3255BFEF95601890AFD80709 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | 100F6B6D05EB538DA8D6F07CB66643AC1B256B14 | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2018 | TaxYr |
| Build TS | 2021-09-10 13:11:23Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $34,370,460 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Interest On Sav Rev And Expnss | $19 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $19 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $901,037 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $901,037 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | -$509 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $323,632 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $0 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $900,547 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $901,056 | 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 | $3,900 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $3,120 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $0 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $780 | AccountingFeesChrtblPrpsAmt |
| Taxes Rev And Expnss | $21,546 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $2,416 | TaxesNetInvstIncmAmt |
| Taxes Adj Net Incm | $0 | TaxesAdjNetIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $542 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $469 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Adj Net Incm | $0 | OtherExpensesAdjNetIncmAmt |
| Other Expenses Dsbrs Chrtbl | $73 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $25,988 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $6,005 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $853 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $1,628,782 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $1,628,782 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $1,654,770 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $6,005 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $1,629,635 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$754,223 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $895,051 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $48,863 | CashBOYAmt |
| Cash EOY | $73,423 | CashEOYAmt |
| Cash EOYFMV | $73,423 | CashEOYFMVAmt |
| Corporate Stock BOY | $2,016,879 | CorporateStockBOYAmt |
| Corporate Stock EOY | $1,805,055 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $33,427,637 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $854,130 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $803,320 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $823,220 | CorporateBondsEOYFMVAmt |
| Mortgage Loans BOY | $23,211 | MortgageLoansBOYAmt |
| Mortgage Loans EOY | $23,211 | MortgageLoansEOYAmt |
| Mortgage Loans EOYFMV | $46,180 | MortgageLoansEOYFMVAmt |
| Total Assets BOY | $2,943,083 | TotalAssetsBOYAmt |
| Total Assets EOY | $2,705,009 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $34,370,460 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| 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 | $1,331,770 | RetainedEarningBOYAmt |
| Retained Earning EOY | $1,093,696 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $2,943,083 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $2,705,009 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $2,943,083 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $2,705,009 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $2,943,083 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$754,223 | ExcessRevenueOverExpensesAmt |
| Other Increases | $516,149 | OtherIncreasesAmt |
| Subtotal | $2,705,009 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $2,705,009 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (10 entries)
| PropertyPropertyDesc | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | How AcquiredHowAcquiredCd |
|---|---|---|---|---|---|
| PROCTER & GAMBLE CO | $36,242 | $8,565 | $27,677 | $27,677 | |
| ASTRAZENECA | $42,846 | $29,196 | $13,650 | $13,650 | |
| SELECTIVE INS. GROUP | $25,000 | $25,510 | -$510 | -$510 | |
| BB&T CORP | $25,000 | $26,000 | -$1,000 | -$1,000 | |
| HELMERICH & PAYNE INC. | $36,729 | $56,813 | -$20,084 | -$20,084 | |
| WESTROCK CO. | $33,778 | $37,930 | -$4,152 | -$4,152 | |
| BP PLC SPONS ADR | $37,155 | $41,665 | -$4,510 | -$4,510 | |
| MPLX LP | $54,319 | $53,839 | $480 | $480 | |
| TORTOISE ENERGY | $29,090 | $44,623 | -$15,533 | -$15,533 | |
| CAPITAL GAINS DIVIDENDS | $3,473 | $3,473 | $3,473 | P |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | -$509 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | Yes (1) | LiableSection4942TaxInd |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $17,901 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $17,901 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $17,901 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $17,265 | EstimatedPlusOvpmtIncmTxAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $17,265 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $0 | EsPenaltyAmt |
| Tax Due | $636 | TaxDueAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (1) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | OH | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | 0 | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
| Individual With Books | ROBERT L FOX | IndividualWithBooksNm |
| Phone | 7406539581 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1445 CINCINNATI ZANESVILLE RD SW | AddressLine1Txt |
| City | LANCASTER | CityNm |
| State Abbreviation | OH | StateAbbreviationCd |
| ZIP | 43130 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | 0 | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | 0 | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | 0 | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | 0 | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | 0 | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | 0 | BusinessHoldingsInd |
| Jeopardy Investments | 0 | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | 0 | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | 0 | InfluenceLegislationInd |
| Influence Election | 0 | InfluenceElectionInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (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 |
|---|---|---|---|---|---|---|---|---|
| ROBERT L FOX | ||||||||
| 1445 CINCINNATI ZANESVILLE ROAD SW | LANCASTER | OH | 43130 | TRUSTEE | 2.50 | $0 | $0 | $0 |
| ELIZABETH Q FOX | ||||||||
| 1445 CINCINNATI ZANESVILLE ROAD SW | LANCASTER | OH | 43130 | TRUSTEE | 2.50 | $0 | $0 | $0 |
| DONALD R SUTTON | ||||||||
| 1445 CINCINNATI ZANESVILLE ROAD SW | LANCASTER | OH | 43130 | TRUSTEE | 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 | $35,779,047 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $184,650 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $35,963,697 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $35,963,697 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $539,455 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $35,424,242 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $1,771,212 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $1,771,212 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $17,901 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $17,901 | TotalTaxAmt |
| Distributable Before Adj | $1,753,311 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $1,753,311 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $1,753,311 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $1,629,635 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $1,629,635 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $1,629,635 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $1,753,311 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $1,624,147 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $1,629,635 | QualifyingDistributionsAmt |
| Applied To Year1 | $1,624,147 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $5,488 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $0 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $1,747,823 | 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 (44 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| COLUMBUS METROPOLITAN LIBRARY FOUNDATION | |||||||
| 96 S GRANT AVE | COLUMBUS | OH | 43215 | NONE | PC | GENERAL | $5,000 |
| COLUMBUS MUSEUM OF ART | |||||||
| 480 EAST BROAD STREET | COLUMBUS | OH | 43215 | NONE | PC | GENERAL | $35,000 |
| DECORATIVE ARTS CENTER OF OHIO | |||||||
| 145 EAST MAIN STREET | LANCASTER | OH | 43130 | NONE | PC | GENERAL | $52,500 |
| DENISON UNIVERSITY | |||||||
| PO BOX 734 | GRANVILLE | OH | 43023 | NONE | PC | GENERAL | $35,000 |
| EASTER SEALS OF CENTRAL OHIO | |||||||
| 3830 TRUEMAN CT | HILLIARD | OH | 43026 | NONE | PC | GENERAL | $6,000 |
| FAIRFIELD AREA HUMANE SOCIETY | |||||||
| 1721 GRANVILLE PIKE | LANCASTER | OH | 43130 | NONE | PC | GENERAL | $15,000 |
| FAIRFIELD HERITAGE ASSOCIATION | |||||||
| 105 EAST WHEELING STREET | LANCASTER | OH | 43130 | NONE | PC | GENERAL | $46,000 |
| FAIRHOPE HOSPICE | |||||||
| 282 SELLS ROAD | LANCASTER | OH | 43130 | NONE | PC | GENERAL | $20,000 |
| 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 | $45,000 |
| FOUNDATION FOR APPALACHIAN OHIO | |||||||
| 36 PUBLIC SQ | NELSONVILLE | OH | 45764 | NONE | PC | GENERAL | $35,000 |
| FRANKLIN PARK CONSERVATORY | |||||||
| 1777 EAST BROAD STREET | COLUMBUS | OH | 43203 | NONE | PC | GENERAL | $45,000 |
| GEORGE AND RAYMOND FRANK FOUNDATION | |||||||
| PO BOX 789 | YARMOUTH | ME | 04096 | NONE | PC | GENERAL | $25,000 |
| GOODWILL COLUMBUS | |||||||
| 1331 EDGEHILL ROAD | COLUMBUS | OH | 43212 | NONE | PC | GENERAL | $30,000 |
| HABITAT FOR HUMANITY OF SOUTHEAST OHIO | |||||||
| 525 W UNION STREET | ATHENS | OH | 45701 | NONE | PC | NONE | $10,000 |
| HOMELESS FAMILIES FOUNDATION | |||||||
| 651 WEST BROAD STREET | COLUMBUS | OH | 43215 | NONE | PC | GENERAL | $25,000 |
| LANCASTER CHORALE | |||||||
| 109 N BROAD ST | LANCASTER | OH | 43130 | NONE | PC | GENERAL | $15,000 |
| LANCASTER FESTIVAL INC | |||||||
| 117 W WHEELING STREET | LANCASTER | OH | 43130 | NONE | PC | GENERAL FUND | $5,000 |
| LANCASTER FRESH MARKET INC | |||||||
| 134 S COLUMBUS ST | LANCASTER | OH | 43130 | NONE | PC | GENERAL | $20,000 |
| MAYWOOD MISSION | |||||||
| 1029 S BROAD STREET | LANCASTER | OH | 43130 | NONE | PC | GENERAL | $40,000 |
| MEALS ON WHEELS | |||||||
| 253 BOVING ROAD | LANCASTER | OH | 43130 | NONE | PC | BUILDING FUND - FAIRFIELD COUNTY | $35,000 |
| METAVIVOR | |||||||
| 1783 FOREST DRIVE 184 | ANNAPOLIS | MD | 21401 | NONE | PC | GENERAL | $10,000 |
| MINERVA UNITED METHODIST CHURCH | |||||||
| 204 N MAIN ST | MINERVA | OH | 44657 | NONE | PC | FOOD PANTRY | $5,000 |
| MOMENTUM-EXCELLENCE INC | |||||||
| 107 S HIGH ST STE 200 | COLUMBUS | OH | 43215 | NONE | PC | GENERAL | $20,000 |
| OHIO HISTORY CONNECTION | |||||||
| 800 E 17TH AVENUE | COLUMBUS | OH | 43211 | NONE | PC | GENERAL | $40,000 |
| OHIO UNIVERSITY FOUNDATION | |||||||
| PO BOX 869 | ATHENS | OH | 45701 | NONE | PC | GENERAL | $30,000 |
| PELOTONIA | |||||||
| 351 W NATIONWIDE BLVD | COLUMBUS | OH | 43215 | NONE | PC | GENERAL | $5,000 |
| PRINCETON UNIVERSITY | |||||||
| 330 ALEXANDER STREET | PRINCETON | NJ | 08540 | NONE | PC | ANNUAL GIVING | $20,000 |
| PROMUSICA | |||||||
| 243 NORTH FIFTH STREET STE 202 | COLUMBUS | OH | 43215 | NONE | PC | SUMMER MUSIC SERIES SPONSOR | $25,000 |
| PROMUSICA | |||||||
| 243 NORTH FIFTH STREET STE 202 | COLUMBUS | OH | 43215 | NONE | PC | GENERAL | $20,000 |
| REFUGEE WOMEN IN ACTION | |||||||
| 1799 WEST 5TH AVE SUITE 139 | COLUMBUS | OH | 43212 | NONE | PC | GENERAL | $5,000 |
| ROBERT K FOX FAMILY YMCA | |||||||
| 465 WEST 6TH AVENUE | LANCASTER | OH | 43130 | NONE | PC | PARTNER WITH YOUTH | $20,000 |
| ROBERT K FOX FAMILY YMCA | |||||||
| 465 WEST 6TH AVENUE | LANCASTER | OH | 43130 | NONE | PC | GENERAL | $45,000 |
| RONALD MCDONALD HOME CHARITIES OF CENTRAL OHIO | |||||||
| 711 EAST LIVINGSTON AVENUE | COLUMBUS | OH | 43205 | NONE | PC | GENERAL | $40,000 |
| SALVATION ARMY | |||||||
| 228 WEST HUBERT AVENUE | LANCASTER | OH | 43130 | NONE | PC | ADULT DAY CARE | $40,000 |
| THE COLUMBUS ACADEMY | |||||||
| 4300 CHERRY BOTTOM ROAD | GAHANNA | OH | 43230 | NONE | PC | ANNUAL FUND | $40,000 |
| THE DAWES ARBORETUM | |||||||
| 7770 JACKSONTOWN ROAD SE | HEATH | OH | 43056 | NONE | PC | GENERAL | $15,000 |
| THE GRANGE INSURANCE AUDUBON CENTER | |||||||
| 505 W WHITTIER STREET | COLUMBUS | OH | 43215 | NONE | PC | GENERAL | $15,000 |
| THE LIGHTHOUSE | |||||||
| 4000 E MAIN ST A | COLUMBUS | OH | 43213 | NONE | PC | GENERAL | $25,000 |
| THE OHIO STATE UNIVERSITY FOUNDATION | |||||||
| 364 WEST LANE AVENUE SUITE B | COLUMBUS | OH | 43201 | NONE | PC | GENERAL | $126,928 |
| THE WILDS | |||||||
| 14000 INTERNATIONAL RD | CUMBERLAND | OH | 43732 | NONE | PC | GENERAL | $35,000 |
| UNITED WAY OF FAIRFIELD COUNTY | |||||||
| 115 SOUTH BROAD STREET | LANCASTER | OH | 43130 | NONE | PC | GENERAL | $101,672 |
| THE UNITED WAY OF THE MIDLANDS | |||||||
| 1818 BLANDING ST | COLUMBIA | SC | 29201 | NONE | PC | GENERAL | $279,143 |
| MID-OHIO FOODBANK | |||||||
| 3960 BROOKHAM DR | GROVE CITY | OH | 43123 | NONE | PC | GENERAL | $101,539 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $1,628,782 | 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 | $19 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $901,037 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | -$509 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $900,547 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $900,547 | 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 | $3,900 | Amt |
| Net Investment Income | $3,120 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $780 | DisbursementsCharitablePrpsAmt |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp (23 entries)
| BondBondNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| ARCELORMITTAL SR UNSECURED | $50,193 | $51,890 |
| ASPEN INSURANCE HOLDINGS | $24,913 | $25,730 |
| BB&T CORP SERIES E | $26,000 | $26,180 |
| BOSTON PROPERTIES | $25,665 | $25,100 |
| CAPITAL ONE FINANCIAL CORP | $49,753 | $50,580 |
| CHS INC CL B CUM REDEEMABLE | $29,038 | $27,290 |
| CHS INC PREF CLASS B SERIES 2 | $26,156 | $27,570 |
| COMMERCE BANKSHARES INC | $25,636 | $26,000 |
| CULLEN FROST BANKERS INC. | $25,449 | $25,590 |
| DTE ENERGY CO | $25,239 | $25,050 |
| GATX CORP | $25,190 | $26,220 |
| GENERAL AMERICAN INVESTMENT | $25,106 | $27,190 |
| GLADSTONE LAND CORP | $26,459 | $26,250 |
| HUNTINGTON BANCSHRES INC. | $24,353 | $26,270 |
| NEXTERA ENERGY | $70,905 | $75,150 |
| NORTHERN TRUST | $25,217 | $25,310 |
| PNC FINANCIAL SERVICES GROUP | $25,063 | $25,320 |
| PRUDENTIAL FINL | $47,753 | $51,120 |
| PUTNAM PREMIER INCOME TRUST | $53,289 | $54,100 |
| QWEST CORP | $46,347 | $48,960 |
| STANLEY BLCK&DCKRS | $25,286 | $25,310 |
| VORNADO REALTY INC | $48,649 | $50,420 |
| ZIONS BANCORPORATION | $51,661 | $50,620 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (22 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| AMERICAN ELECTRIC POWER | $66,116 | $182,700 |
| ASTRAZENECA PLC | $29,196 | $48,480 |
| AT & T | $102,496 | $130,830 |
| COHEN & STEERS QUALITY INCOME | $37,245 | $44,010 |
| ENBRIDGE, INC | $95,609 | $114,000 |
| ENTERGY CORP | $66,337 | $116,390 |
| ENTERPRISE PRODUCTS PARTNERS | $21,483 | $78,960 |
| GAMING AND LEISURE PROPERTIES INC | $36,119 | $42,200 |
| GLAXOSMITHKLINE PLC | $73,325 | $90,960 |
| KEYCORP | $23,574 | $25,860 |
| LANCASTER COLONY CORP. | $721,760 | $8,489,372 |
| LEHRS | $25,993 | $23,369,365 |
| PFIZER INCORPORATED | $45,546 | $77,040 |
| PPL CORPORATION | $56,635 | $68,060 |
| ROYAL DUTCH SHELL A SHS | $60,226 | $57,490 |
| ROYAL DUTCH SHELL B SHS | $57,210 | $57,610 |
| THE BLACKSTONE GROUP L P | $92,898 | $162,660 |
| THE SOUTHERN COMPANY | $41,614 | $61,990 |
| TORTOISE ENERGY INFRASTRUCTURE | $19,588 | $16,820 |
| TOTAL S A | $50,925 | $52,540 |
| VERIZON COMMUNICATIONS | $61,402 | $120,480 |
| VODAFONE GROUP PLC | $19,758 | $19,820 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (3 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| FILING FEES | $200 | $160 | $0 | $40 |
| BANK FEES | $167 | $134 | $0 | $33 |
| INVESTMENT FEES | $175 | $175 | $0 | $0 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail (2 entries)
| DescDesc | AmtAmt |
|---|---|
| FMV OF DONATED STOCK | $503,450 |
| BOOK/TAX DIFFERENCE ON PASS-THROUGH INCOME | $12,699 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| TAXES - IRS | $19,130 | $0 | $0 | $0 |
| TAXES - FOREIGN | $2,416 | $2,416 | $0 | $0 |
Comments