EX1E1%6i01A ATTACHED Retu rn of Private Foundation I OMB No 1545-0052 /J90-PF I~ or Section 4947(a)(1) Nonexempt Charitable Trust Treated as a Private Foundation 2002 p.o,roerii of the Treasury Note The organization may be able to use a copy of this return to satisfy state Internet Rave. s.~. reporting requnemenfs For calendar ear 2002, or tax ear be morn 2002-a nd endin G Check all that ap I Initial return Final return Amended return Address change Name than e A Employer Identification number USBfhe iRSianei Wexner Foundation 23-7320631 Otherwise, Campus Oval #105 B Telephone number (see m+tru=ho^s) print 6525 W or type New Albany, OH 43059 614-939-6060 Sea Specific C II exemption application is pending, check here ~ I I Instructions D 1 Foreign organizations, check here H Check type of organization u Section 501 (c)(3~ private foundation 2 Foreign organizations meeting the 85% test, check 4947 a 1 nonexem t charitable trust Other taxable rrvate foundation here and attach computation fair market va i ue o i a u asse ts al en u ai year Accrual E It private foundation status was terminated J Accounting method X Cash under section 507(b)(1)(A), check here (from Part II, column y line 16) 0 Other (specify) F II the foundation is in a 60 month termination ~ $ 9 , 345 (Part 1 column d must be on cash bass undo section 507(b)(I)(8), check here Renue and a Analysis of594~ ~ (a) Revenue and (b) Net investment (c) Adjusted net (d) Disbursements Expenses (The total olamounfs m expenses per books income income for charitable columns b, c, and d may not neces purposes sarily equal the amounLS in column a ) (cash basis only) (see instructions Contnhuhons~ gifts, grants, etc, recerveE (ati uh) 7,000 , 000 Ck " F1 if the found is not req to aH Sch B ` 2 Distributions from split interest trusts 3 Interest on savings and temporary cash investments 12,945 12,945 4 Dividends andinterest from securities 79 , 330 79,330 ' 5 a Gross rents to (Net reomental E~J 6 E Net pain/0..s) from sale of assets not on line 10 [ ~~R b Gross sales prices for all Is on line 6a ^ 7 .Capital... gain not intone (hom Pad IV, line 2) 8 Net short term capital gain 9 Income modifications 10 a Gross sales less returns and allowances W b Less Cost of ~ < 77 goods sold c Gross profit/(loss) (aft sch) V 11 Other income (attach schedule) 12 Total Add lines 1 through 11 7 , 092 , 275 92,275 13 Camperwbon of officers, directors, Wsteea etc 303, 500 lol, 14 Other employee salaries and wages 822 , 499 822 , 499 A 15 Pension plans, employee benefits 123 , 557 123 557 . n°~ 16aLegal fees (attachschedule) See $C 1 2 699 2 699 bAccounting fees (attachsch) $e2 $t 2 30 365 30 365 5 c Other prof fees (attach sch) See St 3 8 545 8 , 545 e r 77 Interest A AR 18 Taxes (attachschedule) See Stmt 4 67 240 67 , 240 r T 19 Depreciation (attach schedule) and depletion 8J.38 E 20 Occupancy 128 , 725 ~ 128 , 725 21 Travel, conferences, and meetings 1 260 910 1 260 910 22 Printing and publications 64 935 ~ 64 435 o p 23 Other expenses (attach schedule) See Statement 5 386,959 OGDE , 386,959 5 24 Total operating and administrative s expenses Add lines 13 through 23 3, 207, 772 3, 199, 934 25 Contributions, gifts, grants paid Part XV 10 602 076 . 10 602 076 26 Total expenses and disbursements Add pines 24 and 25 13 , 809 , 848 0 13 801 , 510 27 Subtract line 26 from line 12 ° e Excess of revenue over expenses '`" ,. ;;3- and disbursements -6 , 717 , 573 ^`'Y lo Net Investment Income (if nagatnaenter o) 92 '275 C Adjusted net Income (1 ne9at^'e enter -0) ~ -- BAA For Paperwork Reduction Act Notice, see the instructions reeaosavL 10122102 V Form sso-PF (200 Wexner Foundation 23-7 ;ZOo31 rage 2 aromod schedules and .m,~~~ in ms as.cnnuon Beginning of year End of year Part tl Balance S~1B8t5 column shwld be for end-of year amounts only (See ui.w,bom, ) (e) Book Value (b) Book Value (c) Fair Market Value 1 Cash - non interest bearing 55, 198 44, 667 . 44,667 2 Sarongs and temporary cash investments 11, 073, 652 4,356, 939 . 4,356, 939 3 Accounts receivable lai 312 . ' " Less allowance for doubtful accounts ~ 312 312 4 Pledges receivable li --------- Less allowance for doubtful accounts ~ 5 Grants receivable 6 Recervables due from officers, directors, trustees, and other disqualified persons (attach schedule) (see instructions) 7 Other notes and loans receivable (attach sch) ~ Less allowance for doubtful accounts ~ S 8 Inventories for sale or use T 9 Prepaid expenses one deferred charges 130 , 682 148 , 378 148,378 l0a Investments - U S and slate government obligations (attach schedule) b Investments - corporate stock (attach schedule) c Investments - corporate bonds (attach schedule) 11 Investments - land, buildings, and equipment basis ~ Less accumulated depreciation (attach schedule) 12 Investments - mortgage loans 13 Investments - other (attach schedule) 14 Land, buildings, and equipment basis ~ 264,410 Less accumulated depreciation (attach schedule) See Stmt 6 ~ 220,361 66,743 44,049 44, 099 15 Other assets (describe ~ ) 16 Total assets (to be completed by all filers - see instructions Also, see page 1, item I 11, 326, 275 4,594,345 4,594, 395 L 17 Accounts payable and accrued expenses A 18 Grants payable B 19 Deferred revenue L 20 Loans from officers, directors, trustees, & other disqualified persons 21 Mortgages and other notes payable (attach schedule) 22 Other liabilities (describe ~ ) E 5 23 Total liabilities add lines 17 through 22 0 0 Organizations that follow SFAS 117, check here and complete lines 24 through 26 and lines 30 and 31 N F pq Unrestricted - E U u T N Temporarily restricted D 26 Permanently restricted Organizations that do not follow SFAS 117, check here ~ X S A end complete lines 27 through 31 E L T A 27 Capital stock, trust principal, or current funds 11 326, 275 4 594 345 S N 28 Paid in or capital surplus, or land, building, and equipment fund 0 E 29 Retained earnings, accumulated income, endowment, or other funds R 5 30 Total net assets or fund balances (see instructions) 11 , 326 , 275 41594 395 31 Total liabilities and net assetsifund balances see instructions) 11, 326, 275 4,594,345 Part [tl Analysis of Changes in Net Assets or Fund Balances 1 Total net assets or fund balances at beginning of year - Part II, column (a), line 30 (must agree with end of year figure reported on prior years return) 1 11,326, 275 2 Enter amount from Part I, line 27a 2 -6,717, 573 3 Other increases not included in line 2 (itemize) ~ 3 4 Add lines I, 2, and 3 4 4, 608,702 5 Decreases not included in line 2(itemize) ~ See Statement 7 5 14, 357 6 Total net assets or fund balances al end of ear (line 4 minus line 5) - Part II, column (b) line 30 6 4,594, 345 BAA reeaa3oa, ion3ioz Form 990-PF (200 Form 002) Wexner Foundation 3-73 Pa ipital Gains and Losses for Tax on Invest (a) List and describe the kind(s) of property sold (e I estate, Company) day, year) I (monph, day year) 2 story brick warehouse, or common stock, 200 share D - Dona4on 13 b c a e ss sales price (Q Depreciation allowed (g) Cost or other basis i) Gam or (los (or allowable) plus expense of sale plus (f) minus a b c d e m lete only for assets showin g gain in column h and o (I) Gams (Column (h) () Fair Market Value Q) Adjusted basis (I) Excess of column (q gain minus column (k), but not less as of 12/31/69 as of 12/31169 over column 0), if any than 0 ) or Laces (from column (h)) a b c 2 Capital gain net income of (net capital loss) It gain, also enter in Part I, line 7 Jut (loss), enter 0 in Part I, line 7 3 Net short term capital gain or (loss) as defined in sections 1222(5) and (6) If gain, also enter in Part I, line 8, column (c) (see instructions) If (loss), enter 0 (For optional use by domestic private foundations subject to the section 4940(a) tax on net investment income ) If section 4940(d)(2) applies, leave this part blank Was the organization liable for the section 4942 tax on the distribu[able amount of any year in the base periods ayes X No If 'Yes,' the organization does not quality under section 4940(e) Do not complete this part 1 Enter the appropriate amount in each column for each year, see instructions before making any entries (a) (h) (c) (d) Base period years Adjusted qualifying distributions Net value of Distribution ratio Calendar year (or tax year noncharitable use assets (column (b) divided by column (c)) beginning in) zoos X13, 304, 670 ~ 10, 410, 868 1 277960 2000 20,357,506 29, 906,716 0 680700 1999 13 .268,221 38,915 .819 0 340947 13,137, 495 ~ 31! i4~1 ~7, 629 ~ 0 341342 13 .860 .669 37 .229 0 370366 2 Total of line 1, column (d) 2 3 011315 3 Average distribution ratio for the 5 year base period - divide the total on line 2 by 5, or by the number of years the foundation has been in existence if less than 5 years 3 0 602263 4 Enter the net value of noncharitable use assets for 2002 from Part X, line 5 4 9 699 986 5 Multiply line 4 by line 3 5 2, 827, 616 6 Enter 1 °b of net investment income (1 h of Part I, line 27b) 6 923 7 Add lines 5 and 6 7 2,828,539 B Enter qualifying distributions from Part XII, line 4 ~8 I 13, 801, $10 If line 8 is equal to or greater than line 7, check the box in Part VI, line 1 b, and complete that part using a 1 % tax rate See the Part VI instructions BAA Form 990"PF (2b02) TEEA030.7L 1023102 orb, sso-PF (200 Wexner -Foundation 23-7320631 ?age 4 >art YI Exase Tax Based on investment Income (Section 49aa94o ), 4940 (e), or 4948 - see instructions) 1 a Exempt operating foundations described in section 4940(d)(2), check here ~ and enter N/A' on line 1 Date of ruling letter (attach