THE WEXNER FAMILY CHARITABLE FUND: Form 990PF, tax year 2025
View the entire original 990 at ProPublica ↗
- Organization
- THE WEXNER FAMILY CHARITABLE FUND (EIN 31-1318013)
- Tax period
- 2025-01-01 to 2025-12-31
- Filed
- 2026-08-19
- IRS object ID
- 202632319349101108
- Schema version
- 2025v4.2
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- Accounting Fees Schedule
- Investments Corp Bonds Schedule
- Other Assets Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2026-08-19T15:53:58-05:00 | ReturnTs |
| Tax Period End | 2025-12-31 | 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 | 2025-01-01 | 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 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 | 2026-08-17 | 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 | 2026-08-17 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2025 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $157,198,948 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Interest On Sav Rev And Expnss | $3,921,317 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $3,921,317 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $3,835,127 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $3,835,127 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $808,376 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $38,276,040 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $808,376 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $4 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $4 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $8,564,824 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $8,564,824 | 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 | $23,250 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $0 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $349 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $0 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $160,200 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $0 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $451,785 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $208,622 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $635,584 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $208,622 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $72,229,022 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $72,229,022 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $72,864,606 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $208,622 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $72,229,022 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$64,299,782 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $8,356,202 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $433,078 | CashBOYAmt |
| Cash EOY | $22,093 | CashEOYAmt |
| Cash EOYFMV | $22,093 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $117,174,691 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $49,752,918 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $49,752,918 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Bonds BOY | $101,277,399 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $104,819,657 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $107,384,752 | CorporateBondsEOYFMVAmt |
| Other Assets BOY | $48,467 | OtherAssetsBOYAmt |
| Other Assets EOY | $39,185 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $39,185 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $218,933,635 | TotalAssetsBOYAmt |
| Total Assets EOY | $154,633,853 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $157,198,948 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $218,933,635 | CapitalStockBOYAmt |
| Capital Stock EOY | $154,633,853 | 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 | $218,933,635 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $154,633,853 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $218,933,635 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $154,633,853 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $218,933,635 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$64,299,782 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $154,633,853 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $154,633,853 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (20 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|
| ADOBE INC. SR NTS 3.25% 2/1/25 | 2024-03-27 | 2025-02-03 | $2,015,000 | $1,981,954 | $33,046 | $33,046 |
| AMPHENOL CORP. SR NTS 2.05% 3/1/25 | 2024-03-26 | 2025-03-03 | $2,060,000 | $1,997,953 | $62,047 | $62,047 |
| APPLE INC. SR NTS 2.75% 1/13/25 | 2024-03-26 | 2025-01-13 | $2,025,000 | $1,986,849 | $38,151 | $38,151 |
| CATERPILLAR FINANCIAL SVS SR NTS 4.9% 1/17/25 | 2024-03-27 | 2025-01-17 | $1,980,000 | $1,973,921 | $6,079 | $6,079 |
| CONOCOPHILLIPS CO. 2.4% 3/7/25 | 2024-03-26 | 2025-03-07 | $687,000 | $669,021 | $17,979 | $17,979 |
| PEPSICO INC. | 2024-03-26 | 2025-03-19 | $2,825,000 | $2,748,330 | $76,670 | $76,670 |
| TOYOTA MOTOR CREDIT CORP. | 2024-03-26 | 2025-02-13 | $2,055,000 | $1,994,850 | $60,150 | $60,150 |
| WALT DISENY CO/ 3.35% 3/24/25 | 2024-03-26 | 2025-03-24 | $2,035,000 | $1,997,902 | $37,098 | $37,098 |
| ABBVIE INC. SR NTS 3.6% 5/14/25 | 2024-03-25 | 2025-05-14 | $2,010,000 | $1,973,740 | $36,260 | $36,260 |
| ADP SR NTS 3.375% 9/15/25 | 2024-03-26 | 2025-06-16 | $2,040,000 | $1,997,180 | $42,820 | $42,820 |
| AVALONBAY COMMUNITIES SR NTS 3.45% 6/1/25 | 2024-03-27 | 2025-06-01 | $1,744,000 | $1,710,288 | $33,712 | $33,712 |
| BRISTOL-MEYERS SQUIBB CO. SR NTS 4.95% 2/20/26 | 2024-03-26 | 2025-12-02 | $1,994,040 | $1,990,142 | $3,898 | $3,898 |
| BROWN-FORMAN CORP. SR NTS 3.5% 4/15/25 | 2024-04-04 | 2025-04-15 | $1,502,000 | $1,476,947 | $25,053 | $25,053 |
| EOG RES INC. SR NTS 4.15% 1/15/26 | 2024-07-17 | 2025-12-24 | $1,050,000 | $1,040,582 | $9,418 | $9,418 |
| GEN DYNAMICS CORP. | 2024-03-26 | 2025-05-15 | $2,010,000 | $1,974,664 | $35,336 | $35,336 |
| GOLMAN SACHS GROUP INC. | 2024-03-25 | 2025-04-01 | $2,144,000 | $2,103,092 | $40,908 | $40,908 |
| PUBLIC SERVICE ELECTRIC | 2024-03-26 | 2025-05-15 | $2,020,000 | $1,973,035 | $46,965 | $46,965 |
| REALTY INCOME CORP. | 2024-03-26 | 2025-04-15 | $1,990,000 | $1,961,225 | $28,775 | $28,775 |
| VERIZON COMMUNICATIONS | 2024-03-25 | 2025-12-16 | $2,125,000 | $1,982,370 | $142,630 | $142,630 |
| WALMART INC. | 2024-03-26 | 2025-06-26 | $1,965,000 | $1,933,619 | $31,381 | $31,381 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $808,376 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $116,151 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $116,151 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $116,151 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $127,741 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $50,000 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $177,741 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $61,590 | OverpaymentAmt |
| Applied To ES Tax | $61,590 | 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 | 0 | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
| Individual With Books | 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 (3 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| LESLIE H WEXNER | ||||||||
| 8000 WALTON PARKWAY SUITE 100 | NEW ALBANY | OH | 43054 | PRESIDENT | 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 | $105,256,200 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $94,655,330 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $199,911,530 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $199,911,530 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $2,998,673 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $196,912,857 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $9,845,643 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $9,845,643 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $116,151 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $116,151 | TotalTaxAmt |
| Distributable Before Adj | $9,729,492 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $9,729,492 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $9,729,492 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $72,229,022 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $72,229,022 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $9,729,492 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $23,353,240 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $41,604,319 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $48,690,217 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $84,172,443 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $31,889,601 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $229,709,820 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $72,229,022 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $9,729,492 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $62,499,530 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $292,209,350 | 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 | $23,353,240 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $268,856,110 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $41,604,319 | ExcessFromYear4Amt |
| Excess From Year3 | $48,690,217 | ExcessFromYear3Amt |
| Excess From Year2 | $84,172,443 | ExcessFromYear2Amt |
| Excess From Year1 | $31,889,601 | ExcessFromYear1Amt |
| Excess From Current Year | $62,499,530 | 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 (33 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusCd | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| AGUDAS ACHIM CONGREGATION | |||||||
| 2767 EAST BROAD STREET | COLUMBUS | OH | 43209 | NONE | PC | GENERAL SUPPORT OF A WARM, TRADITIONAL, EGALITARIAN, FAMILY-FRIENDLY, AND HIGHLY PARTICIPATORY SYNAGOGUE. | $100,000 |
| AMERICAN NATIONAL RED CROSS | |||||||
| 2005 LAKEWOOD DRIVE | BOONE | IA | 50036 | NONE | PC | TO PROVIDE RELIEF AND SUPPORT TO THOSE IN CRISIS. | $50,000 |
| AMERICARES FOUNDATION INC | |||||||
| 88 HAMILTON AVENUE | STAMFORD | CT | 06902 | NONE | PC | TO HELP DELIVER BETTER HEALTH TO MILLIONS AROUND THE WORLD IMPACTED BY POVERTY AND DISASTER. | $50,000 |
| ASPEN VALLEY HOSPITAL FOUNDATION | |||||||
| 0401 CASTLE CREEK ROAD | ASPEN | CO | 81611 | NONE | PC | TO RAISE AND MANAGE PHILANTHROPIC SUPPORT FOR THE CURRENT AND FUTURE NEEDS OF ASPEN VALLEY HOSPITAL. | $75,000 |
| ASPEN VALLEY LAND TRUST | |||||||
| 320 MAIN ST SUITE 204 | CARBONDALE | CO | 81623 | NONE | PC | TO PROTECT OPEN LAND AND SPECIAL PLACES OF THE ROARING FORK AND MIDDLE COLORADO RIVER VALLEYS FOR WILDLIFE, AGRICULTURE, AND COMMUNITY. | $9,750,000 |
| CALIFORNIA FIRE FOUNDATION | |||||||
| 1780 CREEKSIDE OAKS DRIVE | SACRAMENTO | CA | 95833 | NONE | PC | TO PROVIDE EMOTIONAL AND FINANCIAL ASSISTANCE TO FAMILIES OF FALLEN FIREFIGHTERS, FIREFIGHTERS AND THE COMMUNITIES THEY PROTECT. | $100,000 |
| COLUMBUS JEWISH FEDERATION | |||||||
| 1175 COLLEGE AVENUE | COLUMBUS | OH | 43209 | NONE | PC | TO MAKE JEWISH LIFE VIBRANT, ACCESSIBLE AND SAFE LOCALLY, IN ISRAEL AND AROUND THE WORLD. | $7,702,022 |
| COLUMBUS JEWISH FOUNDATION | |||||||
| 1175 COLLEGE AVENUE | COLUMBUS | OH | 43209 | NONE | PC | TO INSPIRE, GROW AND SUSTAIN JEWISH LIFE IN COLUMBUS, ISRAEL AND AROUND THE WORLD | $900,000 |
| ENVIRONMENTAL DEFENSE FUND | |||||||
| 257 PARK AVENUE SOUTH | NEW YORK | NY | 10010 | NONE | PC | TO PRESERVE THE NATURAL SYSTEMS ON WHICH ALL LIFE DEPENDS. | $2,000,000 |
| GIGI'S SHELTER FOR DOGS | |||||||
| 3435 STELZER RD STE 1SC | COLUMBUS | OH | 43219 | NONE | PC | PROVIDES HOMELESS DOGS WITH ACCESS TO QUALITY SHELTER, VETERINARY, BEHAVIOR, AND ADOPTION SERVICES AT OUR STATE-OF-THE-ART CAMPUS IN COLUMBUS, OHIO. | $100,000 |
| GLOBAL NEWBORN SOLUTIONS INC | |||||||
| 20 HILLSIDE TERRACE | BELMONT | MA | 02478 | NONE | PC | DEVELOP MEDICAL INNOVATIONS TO ADDRESS THE MOST VITAL COMPONENTS OF NEONATAL HEALTH AND SURVIVIAL IN RESOURCE-LIMITED SETTINGS | $500,000 |
| GOFUNDMEORG | |||||||
| 8605 SANTA MONICA BLVD | WEST HOLLYWOOD | CA | 90069 | NONE | PC | TO RAISE AND MOBILIZE CHARITABLE DONATIONS TO HELP INDIVIDUALS AND COMMUNITIES IMPACTED BY CRISES, NATURAL DISASTERS, AND SOCIAL INEQUALITIES. TO MANAGE FUNDS ON BEHALF OF STRATEGIC PARTNERS AND DISTRIBUTE GRANTS TO INDIVIDUALS FACING HARDSHIP AND NONPROFITS ADDRESSING CRITICAL NEEDS. | $100,000 |
| GREATER MIAMI JEWISH FEDERATION INC | |||||||
| 4200 BISCAYNE BOULEVARD | MIAMI | FL | 33137 | NONE | PC | TO ENRICH THE QUALITY OF JEWISH LIFE IN MIAMI-DADE COUNTY BY BRINGING COMFORT AND HOPE TO THE VULNERABLE AND BY INVESTING IN PROGRAMS THAT BUILD JEWISH KNOWLEDGE, IDENTITY AND PEOPLEHOOD. | $200,000 |
| HIGHLANDS II FIDELITY CHARITABLE DONOR ADVISED FUND | |||||||
| 8000 WALTON PARKWAY | COLUMBUS | OH | 43054 | NONE | PC | TO GROW THE AMERICAN TRADITION OF PHILANTHROPY BY PROVIDING PROGRAMS THAT MAKE CHARITABLE GIVING ACCESSIBLE, SIMPLE, AND EFFECTIVE. FIDELITY CHARITABLE ACTIVELY HELPS DONORS BUILD THEIR OWN PERSONAL CHARITABLE MISSION STATEMENTS TO MAKE THEIR GIVING MORE FOCUSED AND IMPACTFUL. | $5,400,000 |
| JEWISH FEDERATIONS OF NORTH AMERICA | |||||||
| 25 BROADWAY 17TH FLOOR | NEW YORK | NY | 10004 | NONE | PC | TO SUPPORT SOCIAL WELFARE, SOCIAL SERVICES AND EDUCATIONAL NEEDS OF THE JEWISH COMMUNITY | $5,000,000 |
| KIPP FOUNDATION | |||||||
| 1875 MISSION STREET | SAN FRANCISCO | CA | 94103 | NONE | PC | TO BUILD A NETWORK OF PUBLIC CHARTER SCHOOLS THAT PREPARE STUDENTS WITH THE KNOWLEDGE, SKILLS, AND CHARACTER STRENGTHS NECESSARY TO SUCCEED IN COLLEGE AND THE COMPETITIVE WORLD BEYOND. | $10,000,000 |
| KIPP NEW YORK INC | |||||||
| 1501 BROADWAY SUITE 1000 | NEW YORK | NY | 10036 | NONE | PC | TO CREATE JOYFUL, ACADEMICALLY EXCELLENT CHARTER SCHOOLS THAT PREPARE STUDENTS WITH THE SKILLS AND CONFIDENCE TO PURSUE THE PATHS THEY CHOOSECOLLEGE, CAREER, AND BEYONDSO THEY CAN LEAD FULFILLING LIVES AND BUILD A MORE JUST WORLD. | $50,000 |
| LOS ANGELES FIRE DEPARTMENT FOUNDATION | |||||||
| 1700 STADIUM WAY | LOS ANGELES | CA | 90012 | NONE | PC | TO PROVIDE ESSENTIAL EQUIPMENT, TRAINING AND PUBLIC OUTREACH PROGRAMS FOR THE LOS ANGELES FIRE DEPARTMENT TO SUPPLEMENT CITY RESOURCES. | $100,000 |
| NATIONAL VETERANS MEMORIAL AND MUSEUM | |||||||
| 300 WEST BROAD STREET | COLUMBUS | OH | 43215 | NONE | PC | TO HONOR AND POSITIVELY IMPACT THE LIVES OF VETERANS, THEIR FAMILIES AND COMMUNITIES THROUGH SHARING THE VETERAN EXPERIENCE. | $1,000,000 |
| NATIONWIDE CHILDREN'S HOSPITAL | |||||||
| 700 CHILDRENS DRIVE | COLUMBUS | OH | 43205 | NONE | PC | GENERAL SUPPORT OF AN ACADEMIC PEDIATRIC MEDICAL CENTER DESIGNED TO MANAGE THE MOST COMPLEX OF DISEASES. | $5,000,000 |
| OHIO GOVERNOR'S IMAGINATION LIBRARY | |||||||
| 2168 SUTTER PKWY | DUBLIN | OH | 43016 | NONE | PC | TO PROMOTE AND ENCOURAGE READING BY THE CHILDREN OF THE STATE OF OHIO. | $100,000 |
| PBJ CONNECTIONS | |||||||
| 9734 JUG STREET RD NW | PATASKALA | OH | 43062 | NONE | PC | TO SUPPORT BEHAVIORAL HEALTH THERAPY FOR CHILDREN, ADULTS AND FAMILIES | $4,000 |
| PEF ISRAEL ENDOWMENT FUNDS INC | |||||||
| 630 THIRD AVENUE | NEW YORK | NY | 10017 | NONE | PC | TO PROVIDE RELIEF FOR, AND TO MINISTER TO THE PHYSICAL WELL-BEING OF NEEDY PERSONS IN ISRAEL, TO SUPPORT AND MAINTAIN PUBLIC HOSPITALS, CLINICS, TO RELIEVE SICKNESS AND DISTRESS, AND TO PREVENT PLAGUE AND DISEASE IN ISRAEL. | $1,325,000 |
| PEOPLE4PEACE | |||||||
| PO BOX 40135 | GLEN OAKS | NY | 11004 | NONE | PC | TO BE A LEADING VOICE IN EDUCATING AND ENLIGHTENING AUDIENCES WORLDWIDE ABOUT THE MIDDLE EAST, PARTICULARLY REGARDING ISRAEL'S CHALLENGES AND RIGHTS. | $250,000 |
| PILOT DOGS | |||||||
| 625 WEST TOWN STREET | COLUMBUS | OH | 43215 | NONE | PC | TO PROVIDE EXPERTLY-TRAINED GUIDE DOGS, ORIENTATION AND MOBILITY TRAINING, AND OTHER VALUABLE SERVICES FREE OF CHARGE TO THOSE IN NEED, INSPIRING AND EMPOWERING THEM TO NAVIGATE THE WORLD WITH GREATER INDEPENDENCE, SAFETY, AND DIGNITY. | $1,000,000 |
| REDSTONE HISTORICAL SOCIETY | |||||||
| 295 REDSTONE BLVD | CARBONDALE | CO | 81623 | NONE | PC | TO PRESERVE, PRESENT, AND PROTECT LOCAL HISTORIC SITES, DOCUMENTS, ARTIFACTS, AND STORIES; AND TO ENCOURAGE PUBLIC AWARENESS AND PARTICIPATION THROUGH EVENTS AND ACTIVITIES. | $20,000 |
| THE COLUMBUS FOUNDATION | |||||||
| 1234 EAST BROAD STREET | COLUMBUS | OH | 43205 | NONE | PC | SUPPORT THE IMPROVEMENT OF THE COMMUNITY'S QUALITY OF LIFE TO BENEFIT ALL RESIDENTS | $153,000 |
| THE JOURNEY FOUNDATION | |||||||
| 2900 INSPIRE DRIVE | COLUMBUS | OH | 43224 | NONE | PC | TO INVEST IN INDIVIDUALS, FAMILIES, AND ORGANIZATIONS THROUGHOUT OUR COMMUNITY THROUGH ACTS OF SERVICE, FINANCIAL ASSISTANCE, AND SPECIAL EVENTS. | $1,500,000 |
| THE OHIO STATE UNIVERSITY FOUNDATION | |||||||
| 1480 WEST LANE AVENUE | COLUMBUS | OH | 43221 | NONE | PC | TO ADVANCE THE MISSION OF OHIO STATE BY PURSUING AND SECURING PRIVATE SUPPORT TO BENEFIT OHIO STATE STUDENTS, FACULTY, PROGRAMS, AND/OR FACILITIES. | $11,250,000 |
| URBAN ASSOCIATION OF FORESTRY & FIRE PROFESSIONALS | |||||||
| 110 WEST SIXTH STREET | AZUSA | CA | 91702 | NONE | PC | TO INCREASE WILDFIRE PERSONNEL FROM NON-TRADITIONAL AND UNDERREPRESENTED COMMUNITIES, PROVIDING THEM THE TRAINING, SKILLS, RESOURCES, AND EXPERIENCES NEEDED TO SECURE GAINFUL EMPLOYMENT. | $100,000 |
| USET FOUNDATION INC | |||||||
| PO BOX 355 | GLADSTONE | NJ | 07934 | NONE | PC | TO HELP PROVIDE FUNDING FOR THE HIGH PERFORMANCE COMPETITION, TRAINING, COACHING, TRAVEL AND EDUCATIONAL NEEDS OF AMERICA'S ELITE AND DEVELOPING ATHLETES AND HORSES. | $50,000 |
| WEXNER FOUNDATION | |||||||
| 8000 WALTON PARKWAY | NEW ALBANY | OH | 43054 | NONE | POF | SUPPORT THE DEVELOPMENT OF JEWISH PROFESSIONAL AND VOLUNTEER LEADERS | $8,000,000 |
| WILDERNESS WORKSHOP | |||||||
| 520 SOUTH THIRD STREET | CARBONDALE | CO | 81623 | NONE | PC | TO KEEP THE WHITE RIVER NATIONAL FOREST AND NEARBY BLM LANDS MORE OR LESS "AS IS AND, WHERE POSSIBLE, TO RESTORE WILDNESS TO THIS NATIONALLY IMPORTANT LANDSCAPE. | $300,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $72,229,022 | 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 | $3,921,317 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $3,835,127 | ExclusionAmt |
Other Investment Income OtherInvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $4 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $808,376 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $8,564,824 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $8,564,824 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | 0 | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | 0 | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | 0 | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | 0 | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | 0 | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | 0 | RelationshipsNonchrtblEOInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $23,250 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond | JP MORGAN SHORT DURATION BOND FUND | BondNm |
| EOY Book Value | $104,819,657 | EOYBookValueAmt |
| EOYFMV | $107,384,752 | EOYFMVAmt |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | DUE FROM BROKER | Desc |
| BOY Book Value | $48,467 | BOYBookValueAmt |
| EOY Book Value | $39,185 | EOYBookValueAmt |
| EOYFMV | $39,185 | EOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| INVESTMENT ADVISORY FEES | $208,622 | $208,622 | $0 |
| THERAPY DOG TRAINING EXPENES | $243,163 | $0 | $0 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | OTHER INVESTMENT INCOME | Desc |
| Revenue And Expenses Per Books | $4 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $4 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $4 | AdjustedNetIncomeAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| CT CORPORATION FEES | $319 | $0 | $0 |
| MISCELLANEOUS | $30 | $0 | $0 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FEDERAL EXCISE TAX | $160,000 | $0 | $0 |
| OHIO CHARITABLE REGISTRATION FEE | $200 | $0 | $0 |
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