THE WEXNER FAMILY CHARITABLE FUND: Form 990PF, tax year 2018
View the entire original 990 at ProPublica ↗
- Organization
- THE WEXNER FAMILY CHARITABLE FUND (EIN 31-1318013)
- Tax period
- 2018-01-01 to 2018-12-31
- Filed
- 2019-11-14
- IRS object ID
- 201913189349102676
- 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
- Schedule B
- Accounting Fees Schedule
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Other Decreases Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Substantial Contributors Sch
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2019-11-14T14:10:04-06:00 | ReturnTs |
| Tax Period End | 2018-12-31 | 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 | 2018-01-01 | 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 | 2019-11-12 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | MICHELE ROSENBERG | PreparerPersonNm |
| PTIN | P01346138 | PTIN |
| Phone | 2125573900 | PhoneNum |
| Preparation | 2019-11-10 | PreparationDt |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 96.79.106.137 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2019-11-12 | IPDt |
| IP Tm | 09:58:01 | IPTm |
| IP Timezone | ES | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | DA39A3EE5E6B4B0D3255BFEF95601890AFD80709 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | C368939C60773483BFB1E01D6FA9F0705330DFBB | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2018 | TaxYr |
| Build TS | 2020-03-31 21:24:44Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $129,398,391 | 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 | $24,844,800 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $331,304 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $331,304 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $5,428,964 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $5,428,964 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $4,463,853 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $4,463,853 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $4,463,853 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $130,543 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $130,543 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $35,199,464 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $10,354,664 | 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 | $15,750 | AccountingFeesChrtblPrpsAmt |
| Taxes Rev And Expnss | $118,700 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $0 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $1,076,493 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $1,076,152 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $341 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $1,210,943 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $1,076,152 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $16,091 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $36,770,695 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $36,770,695 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $37,981,638 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $1,076,152 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $36,786,786 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$2,782,174 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $9,278,512 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $130,123 | CashBOYAmt |
| Cash EOY | $44,663 | CashEOYAmt |
| Cash EOYFMV | $44,663 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $62,570,871 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $31,174,328 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $31,174,328 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $127 | CorporateStockBOYAmt |
| Corporate Stock EOY | $185 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $79,108,291 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $5,542,201 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $5,701,919 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $5,437,436 | CorporateBondsEOYFMVAmt |
| Other Investments BOY | $12,587,268 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $13,633,673 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $13,633,673 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $80,830,590 | TotalAssetsBOYAmt |
| Total Assets EOY | $50,554,768 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $129,398,391 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Capital Stock BOY | $80,830,590 | CapitalStockBOYAmt |
| Capital Stock EOY | $50,554,768 | 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 | $80,830,590 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $50,554,768 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $80,830,590 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $50,554,768 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $80,830,590 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$2,782,174 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $78,048,416 | SubtotalAmt |
| Other Decreases | $27,493,648 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $50,554,768 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | Gross Sales PriceGrossSalesPriceAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|
| IROQUOIS CAPITAL, LP | P | $3,388,499 | $3,388,499 | $3,388,499 |
| IROQUOIS CAPITAL, LP | P | $1,075,354 | $1,075,354 | $1,075,354 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $4,463,853 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $67,163,175 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $188,519,386 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.356267 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $59,653,307 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $204,330,831 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.291945 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $45,921,666 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $186,311,283 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.246478 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $55,970,936 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $150,741,847 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.371303 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $34,071,753 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $168,901,393 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.201726 | DistributionYr5Rt |
| Total Distribution | 1.467719 | TotalDistributionRt |
| Average Distribution | 0.293544 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $143,342,417 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $42,077,306 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $92,785 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $42,170,091 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $36,786,786 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $185,570 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $185,570 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $185,570 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $131,727 | EstimatedPlusOvpmtIncmTxAmt |
| Extsn Request Income Tax Paid | $20,000 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $151,727 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $633 | EsPenaltyAmt |
| Tax Due | $34,476 | 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 |
| 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 | $84,189,156 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $47,702,467 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $13,633,673 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $145,525,296 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $145,525,296 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $2,182,879 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $143,342,417 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $7,167,121 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $7,167,121 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $185,570 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $185,570 | TotalTaxAmt |
| Distributable Before Adj | $6,981,551 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $6,981,551 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $6,981,551 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $36,786,786 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $36,786,786 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $36,786,786 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $6,981,551 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $26,153,598 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $50,396,754 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $36,683,308 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $50,149,357 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $57,832,100 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $221,215,117 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $36,786,786 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $6,981,551 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $29,805,235 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $251,020,352 | 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 | $26,153,598 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $224,866,754 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $50,396,754 | ExcessFromYear4Amt |
| Excess From Year3 | $36,683,308 | ExcessFromYear3Amt |
| Excess From Year2 | $50,149,357 | ExcessFromYear2Amt |
| Excess From Year1 | $57,832,100 | ExcessFromYear1Amt |
| Excess From Current Year | $29,805,235 | 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 (31 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|---|
| ACCESS AFTER SCHOOL | ||||||||
| PO BOX 819 | CARBONDALE | CO | 81623 | NONE | PUBLIC CHARITY | SUPPORT EDUCATION | $5,000 | |
| AMERICA'S PROMISE - THE ALLIANCE FOR YOUTH | ||||||||
| 1110 VERMONT AVE NW NO 900 | WASHINGTON | DC | 20005 | NONE | PUBLIC CHARITY | TO INSPIRE, ENGAGE, AND UNITE INDIVIDUALS, INSTITUTIONS, AND COMMUNITIES TO CREATE THE CONDITIONS FOR SUCCESS FOR EVERY CHILD IN AMERICA. | $250,000 | |
| BARNARD COLLEGE | ||||||||
| 3009 BROADWAY | NEW YORK | NY | 10027 | NONE | PUBLIC CHARITY | SUPPORT EDUCATION | $200,000 | |
| 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 | $166,667 | |
| CHOICES FOR VICTIMS OF DOMESTIC VIOLENCE | ||||||||
| 500 WEST WILSON BRIDGE ROAD - STE | 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 | 245 |
| COLORADO CATTLEMEN'S ASSOCIATION | ||||||||
| 8833 RALSTON ROAD | ARVADA | CO | 80002 | NONE | PUBLIC CHARITY | TO SUPPORT COLORADO'S PREMIER CATTLEMEN'S ASSOCIATION THAT SERVES AS THE PRINCIPAL VOICE AND ADVOCATE FOR COLORADO'S BEEF PRODUCTION. | $5,000 | |
| COLORADO WEST INC | ||||||||
| 715 HORIZON DRIVE SUITE 225 | GRAND JUNCTION | CO | 81506 | NONE | PUBLIC CHARITY | TO REBUILD LIVES AND INSPIRE HOPE BY PROVIDING EXCEPTIONAL MENTAL HEALTH AND ADDICTION RECOVERY CARE. | $10,000 | |
| COLUMBUS DOWNTOWN DEVELOPMENT CORPORATION | ||||||||
| 150 S FRONT ST SUITE 210 | COLUMBUS | OH | 43215 | NONE | PUBLIC CHARITY | SUPPORT DEVELOPMENT OF DOWNTOWN COLUMBUS, OHIO. | $4,600,000 | |
| 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 | |
| COMMUNITY ARTS PROJECT INC | ||||||||
| 867 MT VERNON AVE | COLUMBUS | OH | 43203 | NONE | PUBLIC CHARITY | TO CONNECT THE COMMUNITY THROUGH ART. | $50,000 | |
| 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 | |
| ENVIRONMENTAL DEFENSE FUND | ||||||||
| 257 PARK AVENUE SOUTH | NEW YORK | NY | 10010 | NONE | PUBLIC CHARITY | TO PRESERVE THE NATURAL SYSTEMS ON WHICH ALL LIFE DEPENDS. | $250,000 | |
| 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. | $500,000 | |
| HARVARD UNIVERSITY | ||||||||
| 79 JFK STREET | CAMBRIDGE | MA | 02139 | NONE | PUBLIC CHARITY | TO EDUCATE THE CITIZENS AND CITIZEN-LEADERS FOR OUR SOCIETY. | $3,200,000 | |
| ISRAEL EMERGENCY ALLIANCE | ||||||||
| PO BOX 341069 | LOS ANGELES | CA | 90034 | NONE | PUBLIC CHARITY | TO ENSURE ISRAEL'S STORY IS TOLD ON CAMPUSES, IN COMMUNITIES, MEDIA, AND CHURCHES. | $1,500 | |
| 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 | $3,129,445 | |
| 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. | $5,135,000 | |
| NEW ALBANY COMMUNITY FOUNDATION | ||||||||
| 220 MARKET STREET | NEW ALBANY | OH | 43054 | NONE | PUBLIC CHARITY | GENERAL SUPPORT | $144,500 | |
| 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. | $2,501,883 | |
| PELOTONIA | ||||||||
| 351 WEST NATIONWIDE BLVD | COLUMBUS | OH | 43215 | NONE | PUBLIC CHARITY | SUPPORT CANCER RESEARCH | $750,000 | |
| RELAY GRADUATE SCHOOL OF EDUCATION | ||||||||
| 25 BROADWAY 3RD FLOOR | NEW YORK | NY | 10004 | NONE | PUBLIC CHARITY | TO TEACH TEACHERS TO DEVELOP IN ALL STUDENTS THE ADADEMIC SKILLS AND STRENGTHS OF CHARACTER NEEDED TO SUCCEED IN COLLEGE AND LIFE. | $225,000 | |
| THE CITY COLLEGE 21ST CENTURY FOUNDATION INC | ||||||||
| 160 CONVENT AVE NO WG112 | NEW YORK | NY | 10031 | NONE | PUBLIC CHARITY | SUPPORT STUDENTS AND PROGRAMS OF THE CITY COLLEGE OF NEW YORK | $250,000 | |
| THE COLUMBUS ACADEMY | ||||||||
| 4300 CHERRY BOTTOM ROAD | GAHANNA | OH | 43230 | NONE | PUBLIC CHARITY | TO DEVELOP THE ENTIRE INDIVIDUAL INTELLECTUALLY, SOCIALLY, ETHICALLY, ARTISTICALLY AND PHYSICALLY | $400,000 | |
| 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 | $128,000 | |
| TIPPING POINT COMMUNITY | ||||||||
| 220 MONTGOMERY STREET | SAN FRANCISCO | CA | 94104 | NONE | PUBLIC CHARITY | WORK TO BREAK THE CYCLE OF POVERTY IN THE BAY AREA. | $5,000 | |
| TOWN OF CARBONDALE | ||||||||
| 511 COLORADO AVENUE | CARBONDALE | CO | 81623 | NONE | PUBLIC CHARITY | TO SUPPORT THE PUBLIC SERVICES OF THE TOWN OF CARBONDALE. | $8,700 | |
| 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. | $325,000 | |
| WATERSHED BIODIVERSITY INITIATIVE | ||||||||
| BOX 4768 | BASALT | CO | 81621 | NONE | PUBLIC CHARITY | TO PROTECT, RESTORE, AND ENHANCE NATURAL BIODIVERSITY ON A LANDSCAPE SCALE TO ENRICH THE ECOLOGICAL VITALITY OF THE ROARING FORK WATERSHED. | $40,000 | |
| 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 | $11,000,000 | |
| WGBH EDUCATIONAL FOUNDATION | ||||||||
| 1 GUEST STREET | BOXTON | MA | 02135 | NONE | PUBLIC CHARITY | TO ENRICH PEOPLE'S LIVES THROUGH PROGRAMS AND SERVICES THAT EDUCATE, INSPIRE, AND ENTERTAIN, FOSTERING CITIZENSHIP AND CULTURE, THE JOY OF LEARNING, AND THE POWER OF DIVERSE PERSPECTIVES. | $2,000,000 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $36,770,695 | 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 | $331,304 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $5,428,964 | ExclusionAmt |
Other Investment Incm Part VII OtherInvestmentIncmPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $130,543 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $4,463,853 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $10,354,664 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $10,354,664 | 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 | LESLIE H 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 | $24,844,800 | TotalContributionsAmt |
| Person Contribution | Yes (X) | PersonContributionInd |
| Noncash Contribution | Yes (X) | NoncashContributionInd |
Non Cash Property Contribution NonCashPropertyContributionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
| Noncash Property | 960,000 SHARES - L BRANDS INC. - FMV $24,844,800 | NoncashPropertyDesc |
| Fair Market Value | $24,844,800 | FairMarketValueAmt |
| Received | 2018-12-28 | ReceivedDt |
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 | $15,750 | DisbursementsCharitablePrpsAmt |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp (2 entries)
| BondBondNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| JPM MORTGAGE BACKED SEC FD | $4,801,884 | $4,559,928 |
| JPM SHORT DURATION BOND FD | $900,035 | $877,508 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | L BRANDS INC | StockNm |
| EOY Book Value | $185 | EOYBookValueAmt |
| EOYFMV | $79,108,291 | EOYFMVAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | IROQUOIS CAPITAL LP | CategoryOrItemTxt |
| Listed At Cost Or FMV | AT COST | ListedAtCostOrFMVCd |
| Book Value | $13,633,673 | BookValueAmt |
| EOYFMV | $13,633,673 | EOYFMVAmt |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail (2 entries)
| DescDesc | AmtAmt |
|---|---|
| ALLOWANCE FOR EXCESS OF FMV OVER COST OF CONTRIBUTED STOCK | $24,844,742 |
| ADJUSTMENT FOR UNREALIZED DECREASE IN FMV OF INVESTMENT | $2,648,906 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| IROQUOIS CAPITAL, LP - PORTFOLIO DEDUCTIONS | $1,076,152 | $1,076,152 | $0 |
| FILING FEES | $341 | $0 | $341 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | MISCELLANEOUS INVESTMENT INCOME | Desc |
| Revenue And Expenses Per Books | $130,543 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $130,543 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $130,543 | AdjustedNetIncomeAmt |
Substantial Contributors Sch SubstantialContributorsSch
Substantial Contributor Detail SubstantialContributorDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | LESLIE H 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 | $118,700 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
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