THE WEXNER FAMILY CHARITABLE FUND: Form 990PF, tax year 2021
View the entire original 990 at ProPublica ↗
- Organization
- THE WEXNER FAMILY CHARITABLE FUND (EIN 31-1318013)
- Tax period
- 2021-01-01 to 2021-12-31
- Filed
- 2022-11-14
- IRS object ID
- 202223189349106382
- Schema version
- 2021v4.2
- 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
- Schedule B
- Accounting Fees Schedule
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Other Decreases Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Substantial Contributors Sch
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2022-11-14T17:33:35-06:00 | ReturnTs |
| Tax Period End | 2021-12-31 | 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 | 2021-01-01 | 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 | 2022-11-10 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | PEGGY | PersonFirstNm |
| Person Last | UGLAND | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | XXX-XX-XXXX | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | MICHELE ROSENBERG | PreparerPersonNm |
| PTIN | P01346138 | PTIN |
| Phone | 2125573900 | PhoneNum |
| Preparation | 2022-11-10 | PreparationDt |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 3 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2021 | TaxYr |
| Build TS | 2022-09-23 18:48:47Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $227,048,032 | 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 | $74,997,849 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $70,091 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $70,091 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $520,992 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $520,992 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $178,860,006 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $180,309,379 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $178,860,006 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $880 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $880 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $254,449,818 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $179,451,969 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $15,750 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $0 | AccountingFeesChrtblPrpsAmt |
| Taxes Rev And Expnss | $1,950,262 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $0 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $840 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $0 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $1,966,852 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $0 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $47,552,470 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $47,552,470 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $49,519,322 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $0 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $47,552,470 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $204,930,496 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $179,451,969 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $86,730 | CashBOYAmt |
| Cash EOY | $20,168 | CashEOYAmt |
| Cash EOYFMV | $20,168 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $48,843,224 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $80,556,205 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $80,556,205 | SavAndTempCashInvstEOYFMVAmt |
| Acct Rcvbl | $3,128 | AcctRcvblAmt |
| Acct Rcvbl EOY | $3,128 | AcctRcvblEOYAmt |
| Acct Rcvbl EOYFMV | $3,128 | AcctRcvblEOYFMVAmt |
| Corporate Stock BOY | $125 | CorporateStockBOYAmt |
| Corporate Stock EOY | $98,192,873 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $140,399,261 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $6,079,419 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $6,169,823 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $6,069,270 | CorporateBondsEOYFMVAmt |
| Total Assets BOY | $55,009,498 | TotalAssetsBOYAmt |
| Total Assets EOY | $184,942,197 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $227,048,032 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $55,009,498 | CapitalStockBOYAmt |
| Capital Stock EOY | $184,942,197 | 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 | $55,009,498 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $184,942,197 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $55,009,498 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $184,942,197 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $55,009,498 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $204,930,496 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $259,939,994 | SubtotalAmt |
| Other Decreases | $74,997,797 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $184,942,197 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (10 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| 1,000,000 SHARES OF L BRANDS INC | D | 2017-12-18 | 2021-12-31 | $58,310,000 | $60 | $58,309,940 | $58,309,940 |
| 1,081,741 SHARES OF L BRANDS INC | D | 2018-12-28 | 2021-07-15 | $78,977,910 | $65 | $78,977,845 | $78,977,845 |
| 210,644 SHARES OF VICTORIA'S SECRET & CO | D | 2009-04-29 | 2021-12-29 | $11,659,151 | $7 | $11,659,144 | $11,659,144 |
| 476,347 SHARES OF VICTORIA'S SECRET & CO | D | 2009-04-29 | 2021-12-30 | $26,738,018 | $17 | $26,738,001 | $26,738,001 |
| 57,897 SHARES OF VICTORIA'S SECRET & CO | D | 2009-04-29 | 2021-12-31 | $3,243,386 | $2 | $3,243,384 | $3,243,384 |
| JP MORGAN - 0009 | P | $291,437 | $286,552 | $4,885 | $4,885 | ||
| JP MORGAN - 0009 | P | $19 | $19 | $19 | |||
| JP MORGAN - 6000 | P | $659,447 | $555,018 | $104,429 | $104,429 | ||
| JP MORGAN - 9001 | P | $426,743 | $607,652 | -$180,909 | -$180,909 | ||
| CAPITAL GAINS DIVIDENDS | P | $3,268 | $3,268 | $3,268 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $178,860,006 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $2,494,382 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $2,494,382 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $2,494,382 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $1,915,384 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $1,915,384 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $18,987 | EsPenaltyAmt |
| Tax Due | $597,985 | TaxDueAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (1) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | OH | OrgReportOrRegisterStateCd |
| Org Report Or Register State | DE | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | Yes (1) | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
| Individual With Books | PEGGY UGLAND | IndividualWithBooksNm |
| Phone | 6149396000 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 8000 WALTON PARKWAY SUITE 100 | AddressLine1Txt |
| City | NEW ALBANY | CityNm |
| State Abbreviation | OH | StateAbbreviationCd |
| ZIP | 43054 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | 0 | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | 0 | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | 0 | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | 0 | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | 0 | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | 0 | BusinessHoldingsInd |
| Jeopardy Investments | 0 | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | 0 | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | 0 | InfluenceLegislationInd |
| Influence Election | 0 | InfluenceElectionInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (4 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| LESLIE H WEXNER | ||||||||
| 8000 WALTON PARKWAY SUITE 100 | NEW ALBANY | OH | 43054 | PRESIDENT | 1.00 | $0 | $0 | $0 |
| DENNIS HERSCH | ||||||||
| 8000 WALTON PARKWAY SUITE 100 | NEW ALBANY | OH | 43054 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| ABIGAIL WEXNER | ||||||||
| 8000 WALTON PARKWAY SUITE 100 | NEW ALBANY | OH | 43054 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| PEG UGLAND | ||||||||
| 8000 WALTON PARKWAY SUITE 100 | NEW ALBANY | OH | 43054 | TREASURER | 1.00 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $72,684,169 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $98,737,818 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $171,421,987 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $171,421,987 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $2,571,330 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $168,850,657 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $8,442,533 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $8,442,533 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $2,494,382 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $2,494,382 | TotalTaxAmt |
| Distributable Before Adj | $5,948,151 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $5,948,151 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $5,948,151 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $47,552,470 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $47,552,470 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $5,948,151 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $50,149,357 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $57,832,100 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $29,805,235 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $26,328,280 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $23,353,240 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $187,468,212 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $47,552,470 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $5,948,151 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $41,604,319 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $229,072,531 | 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 | $50,149,357 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $178,923,174 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $57,832,100 | ExcessFromYear4Amt |
| Excess From Year3 | $29,805,235 | ExcessFromYear3Amt |
| Excess From Year2 | $26,328,280 | ExcessFromYear2Amt |
| Excess From Year1 | $23,353,240 | ExcessFromYear1Amt |
| Excess From Current Year | $41,604,319 | 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 (25 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| COLUMBUS JEWISH DAY SCHOOL | |||||||
| 150 EAST DUBLIN GRANVILLE ROAD | NEW ALBANY | OH | 43054 | NONE | PUBLIC CHARITY | TO ACHEIVE ACADEMIC EXCELLENCE THROUGH A FULLY INTEGRATED PROGRAM OF GENERAL AND JUDAIC STUDIES. | $375,000 |
| COLUMBUS JEWISH FOUNDATION | |||||||
| 1175 COLLEGE AVENUE | COLUMBUS | OH | 43209 | NONE | PUBLIC CHARITY | TO INSPIRE, GROW AND SUSTAIN JEWISH LIFE IN COLUMBUS, ISRAEL AND AROUND THE WORLD | $1,900,000 |
| COLUMBUS SCHOOL FOR GIRLS | |||||||
| 65 SOUTH DREXEL AVENUE | COLUMBUS | OH | 43209 | NONE | PUBLIC CHARITY | TO EMPOWER GIRLS TO DISCOVER THEIR DISTINCT POTENTIAL AS LEARNERS AND LEADERS. | $28,345 |
| ENVIRONMENTAL DEFENSE FUND | |||||||
| 257 PARK AVENUE SOUTH | NEW YORK | NY | 10010 | NONE | PUBLIC CHARITY | TO PRESERVE THE NATURAL SYSTEMS ON WHICH ALL LIFE DEPENDS. | $2,000,000 |
| HARVARD HILLEL | |||||||
| 52 MOUNT AUBURN STREET | CAMBRIDGE | MA | 02138 | NONE | PUBLIC CHARITY | TO EXPLORE THE RELEVANCE OF JEWISH TRADITION TO THEIR OWN LIVES, TO BECOME ACTIVE PARTICIPANTS IN A VITAL AND DYNAMIC CULTURE, AND TO CONTRIBUTE WITH FORCE AND VISION BOTH TO THE JEWISH COMMUNITY AND THE WORLD AT LARGE. | $500,000 |
| JEWISH FEDERATION OF COLUMBUS | |||||||
| 1175 COLLEGE AVENUE | COLUMBUS | OH | 73209 | NONE | PUBLIC CHARITY | TO PROVIDE ASSISTANCE TO CENTRAL OHIO JEWISH COMMUNITY TO MAKE COLUMBUS A BETTER-INFORMED, MORE EFFECTIVE AND SAFER COMMUNITY | $1,000,000 |
| KIPP COLUMBUS | |||||||
| 2900 INSPIRE DRIVE | COLUMBUS | OH | 43224 | NONE | PUBLIC CHARITY | TO CREATE A SYSTEM OF SCHOOLS WHERE STUDENTS DEVELOP THE INTELLECTUAL, ACADEMIC, AND SOCIAL SKILLS NEEDED TO UNDERSTAND AND TAKE ACTION ON ISSUES THEY ENCOUNTER IN EVERYDAY LIFE. | $1,000,000 |
| NEW ALBANY COMMUNITY FOUNDATION | |||||||
| 220 MARKET STREET | NEW ALBANY | OH | 43054 | NONE | PUBLIC CHARITY | GENERAL SUPPORT | $500,000 |
| OHIO STATE UNIVERSITY FOUNDATION | |||||||
| 1480 WEST LANE AVENUE | COLUMBUS | OH | 43221 | NONE | PUBLIC CHARITY | TO ADVANCE THE MISSION OF OHIO STATE BY PURSUING AND SECURING PRIVATE SUPPORT TO BENEFIT OHIO STATE STUDENTS, FACULTY, PROGRAMS, AND/OR FACILITIES. | $20,000,000 |
| PBJ CONNECTIONS | |||||||
| 9734 JUG STREET RD NW | PATASKALA | OH | 43062 | NONE | PUBLIC CHARITY | TO SUPPORT BEHAVIORAL HEALTH THERAPY FOR CHILDREN, ADULTS AND FAMILIES | $4,000 |
| PRESIDENT AND FELLOWS OF HARVARD COLLEGE | |||||||
| 1033 MASSACHUSETTS AVE 3RD FL | CAMBRIDGE | MA | 02138 | NONE | PUBLIC CHARITY | TO SUPPORT EDUCATION | $3,000,000 |
| THE COLUMBUS ACADEMY | |||||||
| 4300 CHERRY BOTTOM ROAD | GAHANNA | OH | 43230 | NONE | PUBLIC CHARITY | TO DEVELOP THE ENTIRE INDIVIDUAL INTELLECTUALLY, SOCIALLY, ETHICALLY, ARTISTICALLY AND PHYSICALLY | $125,000 |
| 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 | $5,101,000 |
| UNITED STATES EQUESTRIAN TEAM FOUNDATION INC | |||||||
| 1040 POTTERSVILLE RD PO BOX 355 | GLADSTONE | NJ | 07934 | NONE | PUBLIC CHARITY | TO SUPPORT EQUESTRIAN COMPETITION, TRAINING, COACHING, AND EDUCATIONAL NEEDS | $400,000 |
| 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 | $8,000,000 |
| WILDERNESS WORKSHOP | |||||||
| 520 SOUTH THIRD STREET | CARBONDALE | CO | 81623 | NONE | PUBLIC CHARITY | 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. | $100,000 |
| ASPEN JEWISH CONGREGATION | |||||||
| 77 MEADOWOOD DRIVE | ASPEN | CO | 81611 | NONE | PUBLIC CHARITY | TO SUPPORT JUDAISM IN ASPEN AND THE GREATER ROARING FORK VALLEY. | $5,000 |
| ASPEN VALLEY LAND TRUST | |||||||
| 320 MAIN ST SUITE 204 | CARBONDALE | CO | 81623 | NONE | PUBLIC CHARITY | TO PROTECT OPEN LAND AND SPECIAL PLACES OF THE ROARING FORK AND MIDDLE COLORADO RIVER VALLEYS FOR WILDLIFE, AGRICULTURE, AND COMMUNITY. | $250,000 |
| COLUMBUS URBAN LEAGUE | |||||||
| 788 MOUNT VERNON AVENUE | COLUMBUS | OH | 43203 | NONE | PUBLIC CHARITY | TO GROW WEALTH, EDUCATION, EARNING POWER AND SMALL BUSINESSES WHILE SUPPORTING STRONG FAMILIES AND ADVANCE RACIAL EQUITY AND SOCIAL JUSTICE. | $250,000 |
| METRO EARLY COLLEGE HIGH SCHOOL | |||||||
| 1929 KENNY ROAD | COLUMBUS | OH | 43210 | NONE | PUBLIC CHARITY | TO PROVIDE STATE-OF-THE-ART STEM EDUCATION TO A DIVERSE STUDENT POPULATION. | $1,500,000 |
| MID-OHIO FOOD COLLECTIVE | |||||||
| 3960 BROOKHAM DRIVE | GROVE CITY | OH | 43123 | NONE | PUBLIC CHARITY | TO END HUNGER ONE MEAL AT A TIME WHILE CO-CREATING COMMUNITIES WHERE EVERYONE THRIVES. | $500,000 |
| NATIONAL VETERANS MEMORIAL AND MUSEUM | |||||||
| 300 WEST BROAD STREET | COLUMBUS | OH | 43215 | NONE | PUBLIC CHARITY | TO HONOR AND POSITIVELY IMPACT THE LIVES OF VETERANS, THEIR FAMILIES AND COMMUNITIES THROUGH SHARING THE VETERAN EXPERIENCE. | $14,125 |
| OHIO GOVERNOR'S IMAGINATION LIBRARY | |||||||
| 2168 SUTTER PKWY | DUBLIN | OH | 43016 | NONE | PUBLIC CHARITY | TO PROMOTE AND ENCOURAGE READING BY THE CHILDREN OF THE STATE OF OHIO. | $600,000 |
| UNIVERSITY OF WYOMING FOUNDATION | |||||||
| 222 SOUTH 22ND STREET | LARAMIE | WY | 82070 | NONE | PUBLIC CHARITY | TO SERVE THE NEEDS OF UNIVERSITY OF WYOMING STUDENTS, FACULTY AND THE GREAT STATE OF WYOMING. | $10,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $47,552,470 | 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 | $70,091 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $520,992 | ExclusionAmt |
Other Investment Income OtherInvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $880 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $178,860,006 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $179,451,969 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $179,451,969 | 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 | ABIGAIL S 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 | $74,997,849 | TotalContributionsAmt |
| Noncash Contribution | Yes (X) | NoncashContributionInd |
Non Cash Property Contribution NonCashPropertyContributionGrp (2 entries)
| ContributorContributorNum | Noncash PropertyNoncashPropertyDesc | Fair Market ValueFairMarketValueAmt | ReceivedReceivedDt |
|---|---|---|---|
| 1 | 322,768 SHARES OF BATH & BODY WORKS INC | $23,888,060 | 2022-12-13 |
| 1 | 1,020,464 SHARES OF VICTORIA'S SECRET & CO | $51,109,789 | 2022-12-13 |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $15,750 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp (2 entries)
| BondBondNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| JPM SHORT DURATION BOND FD | $952,335 | $955,419 |
| JPM MORTGAGE BACKED SEC FD | $5,217,488 | $5,113,851 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (6 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| BATH & BODY WORKS | $16 | $22,525,979 |
| VICTORIA'S SECRET & CO | $10 | $15,305,491 |
| JPM - 1000 | $49,796,127 | $52,915,325 |
| JPM - 0009 | $19,784,410 | $20,458,452 |
| JPM - 6000 | $14,819,849 | $14,694,695 |
| JPM - 9001 | $13,792,461 | $14,499,319 |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | ALLOWANCE FOR EXCESS OF FMV OVER COST OF CONTRIBUTED STOCK | Desc |
| Amt | $74,997,797 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FILING FEES | $341 | $0 | $0 |
| BANK CHARGES | $499 | $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 | $880 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $880 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $880 | AdjustedNetIncomeAmt |
Substantial Contributors Sch SubstantialContributorsSch
Substantial Contributor Detail SubstantialContributorDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | ABIGAIL S 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 (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FEDERAL EXCISE TAX | $1,948,000 | $0 | $0 |
| FOREIGN TAX | $2,262 | $0 | $0 |