THE WEXNER FAMILY CHARITABLE FUND: Form 990PF, tax year 2013
View the entire original 990 at ProPublica ↗
- Organization
- THE WEXNER FAMILY CHARITABLE FUND (EIN 31-1318013)
- Tax period
- 2013-01-01 to 2013-12-31
- Filed
- 2014-11-12
- IRS object ID
- 201423169349100807
- Schema version
- 2013v3.0
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- Schedule B
- Accounting Fees Schedule
- General Explanation Attachment
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Legal Fees Schedule
- Other Decreases Schedule
- Other Expenses Schedule
- Other Increases Schedule
- Substantial Contributors Sch
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2014-11-12T09:23:57-06:00 | ReturnTs |
| Tax Period End | 2013-12-31 | 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 | BusinessNameLine1 |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 825 THIRD AVENUE | AddressLine1 |
| City | NEW YORK | City |
| State | NY | State |
| ZIP Code | 10022 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2013-01-01 | 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 | BusinessNameLine1 |
| 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 | AddressLine1 |
| City | NEW ALBANY | City |
| State | OH | State |
| ZIP Code | 43054 | ZIPCode |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | PEGGY UGLAND | PersonNm |
| Person Title | TREASURER | PersonTitleTxt |
| Phone | 6149396000 | PhoneNum |
| Signature | 2014-11-04 | 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 | 2014-11-04 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2013 | TaxYr |
| Build TS | 2015-12-30 17:16:21Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $178,096,334 | 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 | $14,810,262 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $20,579 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $20,579 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $2,669,202 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $2,669,202 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $24,665,620 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $24,928,519 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $24,665,620 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $42,165,663 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $27,355,401 | 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 |
| Legal Fees Rev And Expnss | $3,347 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $3,347 | LegalFeesNetInvstIncmAmt |
| Legal Fees Dsbrs Chrtbl | $0 | LegalFeesDsbrsChrtblAmt |
| 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 | $595,377 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $0 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $377 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $1,006,318 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $1,006,318 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $1,617,542 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $1,009,665 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $12,877 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $34,058,876 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $34,058,876 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $35,676,418 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $1,009,665 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $34,071,753 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $6,489,245 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $26,345,736 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $4,498 | CashBOYAmt |
| Cash EOY | $3,081,397 | CashEOYAmt |
| Cash EOYFMV | $3,081,397 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $37,341,447 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $26,952,208 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $26,952,208 | SavAndTempCashInvstEOYFMVAmt |
| Acct Rcvbl | $28,796 | AcctRcvblAmt |
| Acct Rcvbl BOY | $116,068 | AcctRcvblBOYAmt |
| Acct Rcvbl EOY | $28,796 | AcctRcvblEOYAmt |
| Acct Rcvbl EOYFMV | $28,796 | AcctRcvblEOYFMVAmt |
| Corporate Stock BOY | $4,813,036 | CorporateStockBOYAmt |
| Corporate Stock EOY | $4,813,020 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $112,762,086 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $10,048,593 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $10,177,692 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $9,894,787 | CorporateBondsEOYFMVAmt |
| Other Investments BOY | $22,139,278 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $24,670,964 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $25,377,060 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $74,462,920 | TotalAssetsBOYAmt |
| Total Assets EOY | $69,724,077 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $178,096,334 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Capital Stock BOY | $74,462,920 | CapitalStockBOYAmt |
| Capital Stock EOY | $69,724,077 | 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 | $74,462,920 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $69,724,077 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $74,462,920 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $69,724,077 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $74,462,920 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $6,489,245 | ExcessRevenueOverExpensesAmt |
| Other Increases | $3,582,160 | OtherIncreasesAmt |
| Subtotal | $84,534,325 | SubtotalAmt |
| Other Decreases | $14,810,248 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $69,724,077 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (5 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | Gross Sales PriceGrossSalesPriceAmt |
|---|---|---|---|---|---|
| HYPERION PARTNERS II LP - K-1 | P | $159,309 | -$159,309 | -$159,309 | |
| HYPERION PARTNERS II LP - GAIN ON DISPOSITION | P | $76,825 | $160,066 | $160,066 | $236,891 |
| XTO ENERGY INC | P | $26,735 | -$1,735 | -$1,735 | $25,000 |
| L BRANDS INC | $30 | $24,659,412 | $24,659,412 | $24,659,442 | |
| CAPITAL GAINS DIVIDENDS | P | $7,186 | $7,186 | $7,186 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $24,665,620 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $18,023,439 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $133,916,968 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.134587 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $39,278,894 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $107,711,105 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.364669 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $10,983,466 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $31,366,111 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.350170 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $16,104,084 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $30,569,306 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.526806 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $18,877,120 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $71,703,649 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.263266 | DistributionYr5Rt |
| Total Distribution | 1.639498 | TotalDistributionRt |
| Average Distribution | 0.327900 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $168,901,393 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $55,382,767 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $263,457 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $55,646,224 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $34,071,753 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $526,915 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $526,915 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $526,915 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $618,466 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $618,466 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $2 | EsPenaltyAmt |
| Overpayment | $91,549 | OverpaymentAmt |
| Applied To ES Tax | $91,549 | 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 | Yes (1) | 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 | AddressLine1 |
| City | NEW ALBANY | City |
| State | OH | State |
| ZIP Code | 43054 | ZIPCode |
| 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/AddressLine1 | CityUSAddress/City | StateUSAddress/State | ZIP CodeUSAddress/ZIPCode | 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 | $107,290,691 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $43,483,044 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $20,699,760 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $171,473,495 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $171,473,495 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $2,572,102 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $168,901,393 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $8,445,070 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $8,445,070 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $526,915 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $526,915 | TotalTaxAmt |
| Distributable Before Adj | $7,918,155 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $7,918,155 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $7,918,155 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $34,071,753 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $34,071,753 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $34,071,753 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $7,918,155 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $15,308,014 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $14,623,577 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $9,428,498 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $34,337,311 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $11,458,520 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $85,155,920 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $34,071,753 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $7,918,155 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $26,153,598 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $111,309,518 | 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 | $15,308,014 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $96,001,504 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $14,623,577 | ExcessFromYear4Amt |
| Excess From Year3 | $9,428,498 | ExcessFromYear3Amt |
| Excess From Year2 | $34,337,311 | ExcessFromYear2Amt |
| Excess From Year1 | $11,458,520 | ExcessFromYear1Amt |
| Excess From Current Year | $26,153,598 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (18 entries)
| Address Line1RecipientUSAddress/AddressLine1 | CityRecipientUSAddress/City | StateRecipientUSAddress/State | ZIP CodeRecipientUSAddress/ZIPCode | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| COLUMBUS JEWISH FEDERATION | |||||||
| 1175 COLLEGE AVENUE | COLUMBUS | OH | 73209 | NONE | PUBLIC CHARITY | GENERAL SUPPORT | $2,900,000 |
| WEXNER FOUNDATION | |||||||
| 8000 WALTON PARKWAY | NEW ALBANY | OH | 43054 | NONE | PRIVATE OPERATING FO | GENERAL SUPPORT | $8,000,000 |
| HARVARD UNIVERSITY | |||||||
| 79 JFK STREET | CAMBRIDGE | MA | 02139 | NONE | PUBLIC CHARITY | GENERAL SUPPORT | $8,500,000 |
| CONGREGATION AGUDAS ACHIM | |||||||
| 2767 E BROAD STREET | COLUMBUS | OH | 43209 | NONE | PUBLIC CHARITY | GENERA SUPPORT | $2,439,374 |
| THE FOUNDATION FOR HILLEL | |||||||
| 800 EIGHTH STREET NW | WASHINGTON | DC | 20001 | NONE | PUBLIC CHARITY | GENERAL SUPPORT | $50,000 |
| NATIONWIDE CHILDREN'S HOSPITAL | |||||||
| 700 CHILDRENS DRIVE | COLUMBUS | OH | 43205 | NONE | PUBLIC CHARITY | GENERAL SUPPORT | $685,000 |
| NEW ALBANY COMMUNITY FOUNDATION | |||||||
| 220 MARKET STREET | NEW ALBANY | OH | 43054 | NONE | PUBLIC CHARITY | GENERAL SUPPORT | $240,000 |
| OHIO STATE UNIVERSITY FOUNDATION | |||||||
| 1480 WEST LANE AVENUE | COLUMBUS | OH | 43221 | NONE | PUBLIC CHARITY | GENERAL SUPPORT | $2,421,502 |
| PELOTONIA | |||||||
| 351 WEST NATIONWIDE BLVD | COLUMBUS | OH | 43215 | NONE | PUBLIC CHARITY | GENERAL SUPPORT | $100,000 |
| THE COLUMBUS FOUNDATION | |||||||
| 1234 EAST BROAD STREET | COLUMBUS | OH | 43205 | NONE | PUBLIC CHARITY | GENERAL SUPPORT | $6,678,000 |
| UNITED WAY OF CENTRAL OHIO | |||||||
| 360 S 3RD STREET | COLUMBUS | OH | 43215 | NONE | PUBLIC CHARITY | GENERAL SUPPORT | $325,000 |
| WEXNER CENTER FOUNDATION | |||||||
| 22 EAST 16TH AVENUE | COLUMBUS | OH | 43201 | NONE | PUBLIC CHARITY | GENERAL SUPPORT | $390,000 |
| COLUMBUS DOWNTOWN DEVELOPMENT CORPORATION | |||||||
| 150 S FRONT ST SUITE 210 | COLUMBUS | OH | 43215 | NONE | PUBLIC CHARITY | GENERAL SUPPORT | $1,000,000 |
| HUDSON INSTITUTE | |||||||
| 1015 15TH ST NW | WASHINGTON | DC | 20005 | NONE | PUBLIC CHARITY | GENERAL SUPPORT | $50,000 |
| LEO YASSENOFF JEWISH COMMUNITY CENTER OF GREATER COLUMBUS | |||||||
| 1125 COLLEGE AVE | COLUMBUS | OH | 43209 | NONE | PUBLIC CHARITY | GENERAL SUPPORT | $75,000 |
| LOWER 9 CSED | |||||||
| 5130 CHARTRES ST | NEW ORLEANS | LA | 70117 | NONE | PUBLIC CHARITY | GENERAL SUPPORT | $5,000 |
| ENDOWMENT FUND OF MACCABI USA | |||||||
| 1926 ARCH ST 4R | PHILADELPHIA | PA | 19103 | NONE | PUBLIC CHARITY | GENERAL SUPPORT | $100,000 |
| WESTERVILLE CREW | |||||||
| 6363 COOPER ROAD | COLUMBUS | OH | 43231 | NONE | PUBLIC CHARITY | GENERAL SUPPORT | $100,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $34,058,876 | 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 | $20,579 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $2,669,202 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $24,665,620 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $27,355,401 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $27,355,401 | 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 | AddressLine1 |
| City | NEW ALBANY | City |
| State | OH | State |
| ZIP Code | 43054 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $14,810,262 | 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 | 241,741 SHARES - LIMITED BRANDS INC. CL A FMV $14,810,262 | NoncashPropertyDesc |
| Fair Market Value | $14,810,262 | FairMarketValueAmt |
| Received | 2013-12-31 | 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 |
General Explanation Attachment GeneralExplanationAttachment
General Explanation GeneralExplanationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | DISTRIBUTIONS TO DONOR ADVISED FUNDS | IdentifierTxt |
| Form And Line Reference | FORM 990-PF PAGE 5, PART VII-A LINE 12 | FormAndLineReferenceDesc |
| Medium Explanation | $1,500,000 DISTRIBUTION TO THE COLUMBUS FOUNDATION IS TREATED AS A QUALIFYING DISTRIBUTION.DISTRIBUTIONS FROM THE DONOR ADVISED FUND WILL BE USED EXCLUSIVELY FOR CHARITABLE PURPOSES. | MediumExplanationTxt |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp (3 entries)
| BondBondNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| JPM MORTGAGE BACKED SEC FD | $4,114,715 | $3,964,745 |
| JPM SHORT DURATION BOND FD | $4,041,118 | $4,000,915 |
| FRANKLIN/TEMPLETON GLOBAL BOND FUND | $2,021,859 | $1,929,127 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (2 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| L BRANDS INC | $104 | $107,726,681 |
| JP MORGAN STRATEGIC INCOME OPPORTUNITIES FUND | $4,812,916 | $5,035,405 |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (3 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| UBS MILLENIUM FUND | AT COST | $4,000,000 | $4,706,096 |
| BEARS STEARNS ABS TRUST | AT COST | $62,529 | $62,529 |
| IROQUOIS CAPITAL LP | AT COST | $20,608,435 | $20,608,435 |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL FEES | CategoryTxt |
| Legal Fees | $3,347 | LegalFeesAmt |
| Net Investment Income | $3,347 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | ALLOWANCE FOR EXCESS OF FMV OVER COST OF CONTRIBUTED STOCK | Description |
| Amount | $14,810,248 | Amount |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (3 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| BANK CHARGES | $70 | $70 | $0 |
| PORTFOLIO DEDUCTIONS - HYPERION PARTNERS II LP | $4,818 | $4,818 | $0 |
| PORTFOLIO DEDUCTIONS - IROQUOIS CAPITAL LP | $1,001,430 | $1,001,430 | $0 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | ADJUSTMENT FOR UNREALIZED INCREASE IN FMV OF INVESTMENT | Description |
| Amount | $3,582,160 | Amount |
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 | AddressLine1 |
| City | NEW ALBANY | City |
| State | OH | State |
| ZIP Code | 43054 | ZIPCode |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FEDERAL EXCISE TAX | $595,000 | $0 | $0 |
| STATE FILING FEES | $377 | $0 | $377 |
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