THE WEXNER FAMILY CHARITABLE FUND: Form 990PF, tax year 2015
View the entire original 990 at ProPublica ↗
- Organization
- THE WEXNER FAMILY CHARITABLE FUND (EIN 31-1318013)
- Tax period
- 2015-01-01 to 2015-12-31
- Filed
- 2016-10-17
- IRS object ID
- 201602919349100040
- Schema version
- 2015v2.1
- 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
- Substantial Contributors Sch
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2016-10-17T14:49:48-05:00 | ReturnTs |
| Tax Period End | 2015-12-31 | 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 | 825 THIRD AVENUE | 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 | 2015-01-01 | 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 | 2016-10-20 | 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 | 2016-10-10 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2015 | TaxYr |
| Build TS | 2017-02-10 21:41:12Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $168,180,711 | 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 | $43,161,750 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $7,698 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $7,698 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $4,270,699 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $4,270,699 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $273,105 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $5,353,737 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $273,105 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $47,713,252 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $4,551,502 | 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 | $12,500 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $12,500 | AccountingFeesChrtblPrpsAmt |
| Taxes Rev And Expnss | $81,000 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $0 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $691,578 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $691,179 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $399 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $785,078 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $691,179 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $12,899 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $45,908,767 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $45,908,767 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $46,693,845 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $691,179 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $45,921,666 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $1,019,407 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $3,860,323 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $14,006 | CashBOYAmt |
| Cash EOY | $26,340 | CashEOYAmt |
| Cash EOYFMV | $26,340 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $83,600,906 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $49,411,561 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $49,411,561 | SavAndTempCashInvstEOYFMVAmt |
| Acct Rcvbl BOY | $2,824,246 | AcctRcvblBOYAmt |
| Corporate Stock BOY | $4,812,975 | CorporateStockBOYAmt |
| Corporate Stock EOY | $87 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $95,028,623 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $5,124,647 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $5,261,370 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $5,101,316 | CorporateBondsEOYFMVAmt |
| Other Investments BOY | $17,816,522 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $16,824,923 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $18,612,871 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $114,193,302 | TotalAssetsBOYAmt |
| Total Assets EOY | $71,524,281 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $168,180,711 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Capital Stock BOY | $114,193,302 | CapitalStockBOYAmt |
| Capital Stock EOY | $71,524,281 | 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 | $114,193,302 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $71,524,281 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $114,193,302 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $71,524,281 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $114,193,302 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $1,019,407 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $115,212,709 | SubtotalAmt |
| Other Decreases | $43,688,428 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $71,524,281 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (5 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | Gross Sales PriceGrossSalesPriceAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | Cost Or Other BasisCostOrOtherBasisAmt |
|---|---|---|---|---|---|
| IROQUOIS CAPITAL LP - K-1 | P | $436,443 | $436,443 | $436,443 | |
| IROQUOIS CAPITAL LP - K-1 | P | -$238,571 | -$238,571 | $238,571 | |
| J MORGAN STRATEGIC INC OPP FD CL A | P | $4,823,115 | $10,200 | $10,200 | $4,812,915 |
| BEAR STEARNS ABS TRUST | P | $89,847 | $60,701 | $60,701 | $29,146 |
| Capital Gains Dividends | P | $4,332 | $4,332 | $4,332 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $273,105 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $55,970,936 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $150,741,847 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.371303 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $34,071,753 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $168,901,393 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.201726 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $18,023,439 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $133,916,968 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.134587 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $39,278,894 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $107,711,105 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.364669 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $10,983,466 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $31,366,111 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.350170 | DistributionYr5Rt |
| Total Distribution | 1.422455 | TotalDistributionRt |
| Average Distribution | 0.284491 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $186,311,283 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $53,003,883 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $38,603 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $53,042,486 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $45,921,666 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $77,206 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $77,206 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $77,206 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $81,094 | EstimatedPlusOvpmtIncmTxAmt |
| Applied To Es Tax | $90,000 | AppliedToEsTaxAmt |
| Total Payments And Credits | $171,094 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $118 | EsPenaltyAmt |
| Overpayment | $93,770 | OverpaymentAmt |
| Applied To ES Tax | $93,770 | 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 |
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 | $103,354,864 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $72,968,724 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $12,824,923 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $189,148,511 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $189,148,511 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $2,837,228 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $186,311,283 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $9,315,564 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $9,315,564 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $77,206 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $77,206 | TotalTaxAmt |
| Distributable Before Adj | $9,238,358 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $9,238,358 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $9,238,358 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $45,921,666 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $45,921,666 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $45,921,666 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $9,238,358 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $9,428,498 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $34,337,311 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $11,458,520 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $26,153,598 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $50,396,754 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $131,774,681 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $45,921,666 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $9,238,358 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $36,683,308 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $168,457,989 | 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 | $9,428,498 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $159,029,491 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $34,337,311 | ExcessFromYear4Amt |
| Excess From Year3 | $11,458,520 | ExcessFromYear3Amt |
| Excess From Year2 | $26,153,598 | ExcessFromYear2Amt |
| Excess From Year1 | $50,396,754 | ExcessFromYear1Amt |
| Excess From Current Year | $36,683,308 | 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 (21 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| COLUMBUS DOWNTOWN DEVELOPMENT CORPORATION | |||||||
| 150 S FRONT ST SUITE 210 | COLUMBUS | OH | 43215 | NONE | PUBLIC CHARITY | SUPPORT DEVELOPMENT OF DOWNTOWN COLUMBUS, OHIO. | $6,000,000 |
| COLUMBUS JEWISH FEDERATION | |||||||
| 1175 COLLEGE AVENUE | COLUMBUS | OH | 73209 | NONE | PUBLIC CHARITY | GENERAL SUPPORT | $4,255,000 |
| HARVARD UNIVERSITY | |||||||
| 79 JFK STREET | CAMBRIDGE | MA | 02139 | NONE | PUBLIC CHARITY | SUPPORT EDUCATION | $7,000,000 |
| ACCESS AFTER SCHOOL | |||||||
| PO BOX 819 | CARBONDALE | CO | 81623 | NONE | PUBLIC CHARITY | SUPPORT EDUCATION | $10,000 |
| NATIONWIDE CHILDREN'S HOSPITAL | |||||||
| 700 CHILDRENS DRIVE | COLUMBUS | OH | 43205 | NONE | PUBLIC CHARITY | GENERAL SUPPORT | $1,130,000 |
| NEW ALBANY COMMUNITY FOUNDATION | |||||||
| 220 MARKET STREET | NEW ALBANY | OH | 43054 | NONE | PUBLIC CHARITY | GENERAL SUPPORT | $200,000 |
| OHIO STATE UNIVERSITY FOUNDATION | |||||||
| 1480 WEST LANE AVENUE | COLUMBUS | OH | 43221 | NONE | PUBLIC CHARITY | SUPPORT EDUCATION | $2,938,767 |
| PELOTONIA | |||||||
| 351 WEST NATIONWIDE BLVD | COLUMBUS | OH | 43215 | NONE | PUBLIC CHARITY | SUPPORT CANCER RESEARCH | $100,000 |
| AMERICAN FRIENDS OF THE PERES CENTER FOR PEACE | |||||||
| 200 SOUTH BISCAYNE BLVD | MIAMI | FL | 33131 | NONE | PUBLIC CHARITY | SUPPORT PEACE EFFORTS IN THE MIDDLE EAST | $1,000,000 |
| 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 | $11,000,000 |
| THOMPSON DIVIDE COALITION | |||||||
| PO BOX 2045 | CARBONDALE | CO | 81623 | NONE | PUBLIC CHARITY | SUPPORT ENVIRONMENTAL PROTECTION PROGRAMS | $100,000 |
| BARNARD COLLEGE | |||||||
| 3009 BROADWAY | NEW YORK | NY | 10027 | NONE | PUBLIC CHARITY | SUPPORT EDUCATION | $200,000 |
| UNITED WAY OF CENTRAL OHIO | |||||||
| 360 S 3RD STREET | COLUMBUS | OH | 43215 | NONE | PUBLIC CHARITY | GENERAL SUPPORT | $325,000 |
| UNIVERSITY OF MICHIGAN | |||||||
| 500 S STATE STREET | ANN ARBOR | MI | 48109 | NONE | PUBLIC CHARITY | SUPPORT EDUCATION | $1,000,000 |
| WESTERVILLE CREW | |||||||
| 6363 COOPER ROAD | COLUMBUS | OH | 43231 | NONE | PUBLIC CHARITY | SUPPORT SPORTS FOR YOUTH | $100,000 |
| COLORADO ROCKY MOUNTAIN SCHOOL | |||||||
| 500 HOLDEN WAY | CARBONDALE | CO | 81623 | NONE | PUBLIC CHARITY | SUPPORT EDUCATION | $10,000 |
| 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 | $1,000,000 |
| THE MARK ROSS MONTESSORI FOUNDATION | |||||||
| 109 LEWIES LANE | CARBONDALE | CO | 81623 | NONE | PUBLIC CHARITY | SUPPORT EDUCATION | $100,000 |
| THE ONE WORLD NETWORK OF SCHOOLS | |||||||
| PO BOX 66326 | AUSTIN | TX | 78766 | NONE | PUBLIC CHARITY | SUPPORT EDUCATION | $50,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $45,908,767 | 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 | $7,698 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $4,270,699 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $273,105 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $4,551,502 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $4,551,502 | 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 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 | $43,161,750 | 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 | 450,000 SHARES - LIMITED BRANDS INC. CL A FMV $43,161,750 | NoncashPropertyDesc |
| Fair Market Value | $43,161,750 | FairMarketValueAmt |
| Received | 2016-09-21 | ReceivedDt |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $12,500 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $12,500 | DisbursementsCharitablePrpsAmt |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp (2 entries)
| BondBondNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| JPM MORTGAGE BACKED SEC FD | $4,394,873 | $4,249,292 |
| JPM SHORT DURATION BOND FD | $866,497 | $852,024 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | L BRANDS INC | StockNm |
| EOY Book Value | $87 | EOYBookValueAmt |
| EOYFMV | $95,028,623 | EOYFMVAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (2 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| ALPHAKEYS MILLENIUM OFFSHORE FUND | AT COST | $4,000,000 | $5,787,948 |
| IROQUOIS CAPITAL LP | AT COST | $12,824,923 | $12,824,923 |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail (2 entries)
| DescDesc | AmtAmt |
|---|---|
| ALLOWANCE FOR EXCESS OF FMV OVER COST OF CONTRIBUTED STOCK | $43,161,723 |
| ADJUSTMENT FOR UNREALIZED INCREASE IN FMV OF INVESTMENT | $526,705 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| PORTFOLIO DEDUCTIONS - IROQUOIS CAPITAL LP | $691,179 | $691,179 | $0 |
| STATE FILING FEES | $399 | $0 | $399 |
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 | $81,000 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
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