SAUL SCHOTTENSTEIN FOUNDATION C: Form 990PF, tax year 2023
View the entire original 990 at ProPublica ↗
- Organization
- SAUL SCHOTTENSTEIN FOUNDATION C (EIN 27-0167574)
- Tax period
- 2023-01-01 to 2023-12-31
- Filed
- 2024-11-12
- IRS object ID
- 202423179349102407
- Schema version
- 2023v5.0
- 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
- Accounting Fees Schedule
- Expln Of Non Filing With AG Stmt
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Legal Fees Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Increases Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2024-11-12T13:17:59-05:00 | ReturnTs |
| Tax Period End | 2023-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 311016505 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | LANDAKER & ASSOCIATES INC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 598 OFFICE PKWY STE B | AddressLine1Txt |
| City | WESTERVILLE | CityNm |
| State Abbreviation | OH | StateAbbreviationCd |
| ZIP | 43082 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2023-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 270167574 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SAUL SCHOTTENSTEIN FOUNDATION C | BusinessNameLine1Txt |
| Business Name Line2 | C/O ARSHOT INVESTMENT CORPORATION | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | SAUL | BusinessNameControlTxt |
| Phone | 6144639730 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 107 S HIGH ST - 3RD FLOOR | AddressLine1Txt |
| City | COLUMBUS | CityNm |
| State Abbreviation | OH | StateAbbreviationCd |
| ZIP | 43215 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | THOMAS H SCHOTTENSTEIN | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 6144639730 | PhoneNum |
| Signature | 2024-11-11 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (true) | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | KYLE A HARILDSTAD CPA | PreparerPersonNm |
| PTIN | P03046349 | PTIN |
| Phone | 6148991101 | PhoneNum |
| Preparation | 2024-11-11 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2023 | TaxYr |
| Build TS | 2024-10-15 13:58:12Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $4,303,564 | FMVAssetsEOYAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
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 | $6,575 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $5,185 | InterestOnSavNetInvstIncmAmt |
| Interest On Savings Adj Net Incm | $6,575 | InterestOnSavingsAdjNetIncmAmt |
| Dividends Rev And Expnss | $59,027 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $59,027 | DividendsNetInvstIncmAmt |
| Dividends Adj Net Incm | $59,027 | DividendsAdjNetIncmAmt |
| Other Income Rev And Expnss | -$1,489 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $16,047 | OtherIncomeNetInvstIncmAmt |
| Other Income Adj Net Incm | -$1,489 | OtherIncomeAdjNetIncmAmt |
| Total Rev And Expnss | $64,113 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $80,259 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $64,113 | TotalAdjNetIncmAmt |
| Legal Fees Rev And Expnss | $1,768 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $1,768 | LegalFeesNetInvstIncmAmt |
| Accounting Fees Rev And Expnss | $3,328 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $1,000 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $2,328 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $2,328 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $4,131 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Adj Net Incm | $4,131 | OtherProfFeesAdjNetIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $4,131 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $9,930 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $9,230 | TaxesNetInvstIncmAmt |
| Taxes Adj Net Incm | $700 | TaxesAdjNetIncmAmt |
| Taxes Dsbrs Chrtbl | $700 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $1,293 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Adj Net Incm | $1,293 | OtherExpensesAdjNetIncmAmt |
| Other Expenses Dsbrs Chrtbl | $1,293 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $20,450 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $11,998 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $8,452 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $8,452 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $134,361 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $134,361 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $154,811 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $11,998 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $8,452 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $142,813 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$90,698 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $68,261 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $55,661 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $1,672,159 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $1,371,603 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $1,371,603 | SavAndTempCashInvstEOYFMVAmt |
| Acct Rcvbl | $100,000 | AcctRcvblAmt |
| Acct Rcvbl BOY | $100,000 | AcctRcvblBOYAmt |
| Acct Rcvbl EOY | $100,000 | AcctRcvblEOYAmt |
| Acct Rcvbl EOYFMV | $100,000 | AcctRcvblEOYFMVAmt |
| Pledges Rcvbl BOY | $2,736 | PledgesRcvblBOYAmt |
| Corporate Stock BOY | $1,542,793 | CorporateStockBOYAmt |
| Corporate Stock EOY | $1,625,825 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $1,370,169 | CorporateStockEOYFMVAmt |
| Other Investments BOY | $1,327,937 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $1,461,792 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $1,461,792 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $4,645,625 | TotalAssetsBOYAmt |
| Total Assets EOY | $4,559,220 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $4,303,564 | TotalAssetsEOYFMVAmt |
| Accounts Payable BOY | $13,672 | AccountsPayableBOYAmt |
| Accounts Payable EOY | $5,515 | AccountsPayableEOYAmt |
| Total Liabilities BOY | $13,672 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $5,515 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $4,631,953 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | $4,553,705 | NoDonorRstrNetAssestsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $4,631,953 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $4,553,705 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $4,645,625 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $4,559,220 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $4,631,953 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$90,698 | ExcessRevenueOverExpensesAmt |
| Other Increases | $12,450 | OtherIncreasesAmt |
| Subtotal | $4,553,705 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $4,553,705 | TotNetAstOrFundBalancesEOYAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $949 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $949 | SubtotalAmt |
| Tax Based On Investment Income | $949 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $2,500 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $2,500 | TotalPaymentsAndCreditsAmt |
| Overpayment | $1,551 | OverpaymentAmt |
| Applied To ES Tax | $1,551 | AppliedToESTaxAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | false | LegislativePoliticalActyInd |
| More Than100 Spent | false | MoreThan100SpentInd |
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (true) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Org Report Or Register State | OH | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (true) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | false | PrivateOperatingFoundationInd |
| New Substantial Contributors | false | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
| Website Address | ARSHOT@ARSHOT.COM | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THOMAS H SCHOTTENSTEIN TRUSTEE | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 6144639730 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 107 S HIGH ST - 3RD FLOOR | AddressLine1Txt |
| Address Line2 | 3RD FLOOR | AddressLine2Txt |
| City | COLUMBUS | CityNm |
| State Abbreviation | OH | StateAbbreviationCd |
| ZIP | 43215 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | false | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | false | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | false | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | false | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | false | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Business Holdings | false | BusinessHoldingsInd |
| Jeopardy Investments | false | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | false | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | false | InfluenceLegislationInd |
| Influence Election | false | InfluenceElectionInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Noncharitable Purpose | false | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | THOMAS H SCHOTTENSTEIN | PersonNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | C/O ARSHOT INVESTMENT CORPORATION | AddressLine1Txt |
| Address Line2 | 107 S HIGH ST - 3RD FLOOR | AddressLine2Txt |
| City | COLUMBUS | CityNm |
| State Abbreviation | OH | StateAbbreviationCd |
| ZIP | 43215 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Title | PRESIDENT | TitleTxt |
| Average Hrs Per Wk Devoted To Pos | 000.00 | AverageHrsPerWkDevotedToPosRt |
| Compensation | $0 | CompensationAmt |
| Employee Benefit Program | $0 | EmployeeBenefitProgramAmt |
| Expense Account Other Allwnc | $0 | ExpenseAccountOtherAllwncAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | N/A | Description1Txt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $1,250,274 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $1,521,881 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $1,496,233 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $4,268,388 | TotalFMVOfUnusedAssetsAmt |
| Adjusted Total FMV Of Unused Ast | $4,268,388 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $64,026 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $4,204,362 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $210,218 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $210,218 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $949 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $949 | TotalTaxAmt |
| Distributable Before Adj | $209,269 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $209,269 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $209,269 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $142,813 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $142,813 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $209,269 | DistributableAsAdjustedAmt |
| Excess Distribution Cyov Yr4 | $204,320 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $42,799 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $176,803 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $28,596 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $452,518 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $142,813 | QualifyingDistributionsAmt |
| Applied To Current Year | $142,813 | AppliedToCurrentYearAmt |
| Excess Distri Cyov App CY Corpus | $66,456 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $66,456 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $386,062 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov To Next Yr | $386,062 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $137,864 | ExcessFromYear4Amt |
| Excess From Year3 | $42,799 | ExcessFromYear3Amt |
| Excess From Year2 | $176,803 | ExcessFromYear2Amt |
| Excess From Year1 | $28,596 | ExcessFromYear1Amt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | THOMAS H SCHOTTENSTEIN TRUSTEE | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 107 S HIGH ST - 3RD FLOOR | AddressLine1Txt |
| City | COLUMBUS | CityNm |
| State Abbreviation | OH | StateAbbreviationCd |
| ZIP | 43215 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 6144639730 | RecipientPhoneNum |
| Form And Info And Materials | COPY OF FEDERAL TAX EXEMPTION LETTER SHOWING THAT THE REQUESTING ORGANIZATION IS EXEMPT AS A IRC SECTION 501(C)3 ORGANIZATION. LETTER DETAILING PROPOSED USE OF ANY FUNDS AWARDED. UPON APPROVEL OF THE GRANT REQUEST: THE ORGANIZATION WILL AGREE THAT ANY FUNDS NOT USED FOR THE INTENDED PURPOSE OF THE GRANT WILL BE RETURNED. THE ORGANIZATION WILL PROVIDE A FOLLOW UP LETTER AND/OR REPORT FOR THE PERIOD(S) IN WHICH THE GRANT WAS EXPENDED. | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | NONE | SubmissionDeadlinesTxt |
| Restrictions On Awards | SEE APPLICATION FORMAT AND REQUIRED CONTENTS COMMENTS. | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (61 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | Address Line2RecipientUSAddress/AddressLine2Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line1RecipientForeignAddress/AddressLine1Txt | CityRecipientForeignAddress/CityNm | CountryRecipientForeignAddress/CountryCd |
|---|---|---|---|---|---|---|---|---|---|---|---|
| ADOPT A KOLLEL | |||||||||||
| 1125 OCEAN AVE | 4577 | LAKEWOOD | NJ | 08701 | NONE | COMPLETED | GENERAL OPERATIONS | $720 | |||
| AGUDATH ISRAEL | |||||||||||
| 42 BROADWAY | NEW YORK | NY | 10004 | NONE | COMPLETED | GENERAL OPERATIONS | $360 | ||||
| AHAVAS CHESED | |||||||||||
| 1255-43 ST | APT 2A | BROOKLYN | NY | 11219 | NONE | COMPLETED | GENERAL OPERATIONS | $540 | |||
| ALEPH INSTITUTE | |||||||||||
| 9540 COLLINS AVE | SURFSIDE | FL | 33154 | NONE | COMPLETED | GENERAL OPERATIONS | $180 | ||||
| AVNER INSTITUTE | |||||||||||
| 1526 UNION ST | BROOKLYN | NY | 11213 | NONE | COMPLETED | GENERAL OPERATIONS | $180 | ||||
| BIKUR CHOLIM | |||||||||||
| 387 KINGSTON AVE | SUITE 10 | BROOKLYN | NY | 11225 | NONE | COMPLETED | GENERAL OPERATIONS | $180 | |||
| CAMPAIGN 5783 | |||||||||||
| 51330 TOUHY AVE | SKOKIE | IL | 60077 | NONE | COMPLETED | GENERAL OPERATIONS | $325 | ||||
| CHABAD AT UCF INC | |||||||||||
| 3144 N ALAFAYA TRAIL | ORLANDO | FL | 32826 | NONE | COMPLETED | GENERAL OPERATIONS | $360 | ||||
| CHABAD AT USC | |||||||||||
| 2713 SEVERANCE ST | LOS ANGELES | CA | 90007 | NONE | COMPLETED | GENERAL OPERATIONS | $1,000 | ||||
| CHABAD GRAND DRAW | |||||||||||
| NONE | COMPLETED | GENERAL OPERATIONS | $360 | 107-115 STAMFORD HILL | LONDON | UK | |||||
| CHABAD OF BURBANK | |||||||||||
| 2415 W MAGNOLIA BLVD | BURBANK | CA | 91506 | NONE | COMPLETED | GENERAL OPERATIONS | $1,000 | ||||
| CHABAD OF CYPRESS | |||||||||||
| 14350 CYPRESS NORTH | HUSTON RD | CYPRESS | TX | 77429 | NONE | COMPLETED | GENERAL OPERATIONS | $360 | |||
| CHABAD OF NORTH FORK | |||||||||||
| 725 BENNETTS POND LN | MATTITUCK | NY | 11952 | NONE | COMPLETED | GENERAL OPERATIONS | $180 | ||||
| CHABAD OF PORTER RANCH | |||||||||||
| 19043 RINALDI ST | PORTER RANCH | CA | 91326 | NONE | COMPLETED | GENERAL OPERATIONS | $1,000 | ||||
| CHABAD ON CAMPUS INTL | |||||||||||
| 719 EASTERN PARKWAY | BROOKLYN | NY | 11213 | NONE | COMPLETED | GENERAL OPERATIONS | $180 | ||||
| CHAMAH | |||||||||||
| 420 LEXINGTON AVE | 300 | NEW YORK | NY | 10017 | NONE | COMPLETED | GENERAL OPERATIONS | $540 | |||
| CHAYENU | |||||||||||
| 1526 UNION ST | BROOKLYN | NY | 11213 | NONE | COMPLETED | GENERAL OPERATIONS | $540 | ||||
| CHAYIM V CHESED INC | |||||||||||
| 169 HEWES ST | 1-D | BROOKLYN | NY | 11211 | NONE | COMPLETED | GENERAL OPERATIONS | $5,146 | |||
| COLEL CHABAD | |||||||||||
| 806 EASTERN PARKWAY | BROOKLYN | NY | 11213 | NONE | COMPLETED | GENERAL OPERATIONS | $2,404 | ||||
| CONGREGATION AHAVAS SHALOM | |||||||||||
| 2568 E BROAD ST | COLUMBUS | OH | 43209 | NONE | COMPLETED | GENERAL OPERATIONS | $180 | ||||
| CONG KAHAL CHASIDIM | |||||||||||
| 6757 N RICHMOND | CHICAGO | IL | 60645 | NONE | COMPLETED | GENERAL OPERATIONS | $540 | ||||
| CONGREGATION DERECH CHAIM | |||||||||||
| 1573 39TH ST | BROOKLYN | NY | 11218 | NONE | COMPLETED | GENERAL OPERATIONS | $120 | ||||
| CONGREGATION LAMPLIGHTERS | |||||||||||
| 777 EASTERN PARKWAY | BROOKLYN | NY | 112133452 | NONE | COMPLETED | GENERAL OPERATIONS | $26,700 | ||||
| CONGREGATION LAMPLIGHTERS SHLICHUS | |||||||||||
| 743 EASTERN PARKWAY | BROOKLYN | NY | 11213 | NONE | COMPLETED | GENERAL OPERATIONS | $360 | ||||
| CROWN HEIGHTS CSSY | |||||||||||
| 593 MONTGOMERY ST | BROOKLYN | NY | 11225 | NONE | COMPLETED | GENERAL OPERATIONS | $1,000 | ||||
| DERECH HATORAH | |||||||||||
| 125 KINGS HIGHWAY S | ROCHESTER | NY | 14617 | NONE | COMPLETED | GENERAL OPERATIONS | $360 | ||||
| EASTSIDE TORAH CENTER | |||||||||||
| 16199 NORTHUP WAY | BELLEVUE | WA | 98008 | NONE | COMPLETED | GENERAL OPERATIONS | $360 | ||||
| ELIEZER HAKER ETLIZ | |||||||||||
| 598 OFFICE PARKWAY B | WESTERVILLE | OH | 43082 | NONE | COMPLETED | GENERAL OPERATIONS | $1,010 | ||||
| GYE CORP | |||||||||||
| 3918 FALLSTAFF RD | BALTIMORE | MD | 21215 | NONE | COMPLETED | GENERAL OPERATIONS | $540 | ||||
| HAMAFITZ JUDAICA | |||||||||||
| 361 KINGSTON AVE | BROOKLYN | NY | 11213 | NONE | COMPLETED | GENERAL OPERATIONS | $182 | ||||
| HATZALAH OF CROWN HEIGHTS | |||||||||||
| 383 KINGSTON AVE STE 99 | BROOKLYN | NY | 11213 | NONE | COMPLETED | GENERAL OPERATIONS | $258 | ||||
| HATZALAH SOUTH FLORIDA | |||||||||||
| 20201 NE 16TH PL | MIAMI | FL | 33179 | NONE | COMPLETED | GENERAL OPERATIONS | $557 | ||||
| HILLSDALE COLLEGE | |||||||||||
| 33 E COLLEGE ST | HILLSDALE | MI | 49242 | NONE | COMPLETED | GENERAL OPERATIONS | $100 | ||||
| INSTITUTE FOR DAYANIM | |||||||||||
| 25625 SOUTHFIELD RD | 107 | SOUTHFIELD | MI | 48075 | NONE | COMPLETED | GENERAL OPERATIONS | $8,300 | |||
| JCC CHABAD OF LONG ISLAND CITY | |||||||||||
| 10-29 48TH AVE | LONG ISLAND CITY | NY | 11101 | NONE | COMPLETED | GENERAL OPERATIONS | $258 | ||||
| JEM - JEWISH EDUCATIONAL MEDIA | |||||||||||
| 784 EASTERN PARKWAY | BROOKLYN | NY | 11213 | NONE | COMPLETED | GENERAL OPERATIONS | $180 | ||||
| JUDAICA WORLD OF BROOKLYN NY | |||||||||||
| 329 KINGSTON AVE | BROOKLYN | NY | 11213 | NONE | COMPLETED | GENERAL OPERATIONS | $180 | ||||
| KEREN MENACHEM | |||||||||||
| 5411 FORT HAMILTON PKWY | BROOKLYN | NY | 11219 | NONE | COMPLETED | GENERAL OPERATIONS | $1,800 | ||||
| KOLLEL LEBO CHAFEITZ | |||||||||||
| 598 OFFICE PARKWAY | WESTERVILLE | OH | 43082 | NONE | COMPLETED | GENERAL OPERATIONS | $900 | ||||
| KOLLEL YCM | |||||||||||
| 2203 S GREEN RD | UNIVERSITY HEIGHTS | OH | 44118 | NONE | COMPLETED | GENERAL OPERATIONS | $360 | ||||
| LUBAVITCHER HEADQUARTERS | |||||||||||
| 770 EASTERN PARKWAY | BROOKLYN | NY | 11213 | NONE | COMPLETED | GENERAL OPERATIONS | $1,008 | ||||
| LUBAVITCHER SCHOOL | |||||||||||
| 841 OCEAN PARKWAY | BROOKLYN | NY | 11230 | NONE | COMPLETED | GENERAL OPERATIONS | $108 | ||||
| MAAYAN ACADEMY | |||||||||||
| 14 CALENDULA COURT | JACKSON | NJ | 08527 | NONE | COMPLETED | GENERAL OPERATIONS | $180 | ||||
| MERKAZ STAM | |||||||||||
| 309 KINGSTON AVE | BROOKLYN | NY | 11213 | NONE | COMPLETED | GENERAL OPERATIONS | $44 | ||||
| MESORAH HERITAGE FOUNDATION | |||||||||||
| 4401 2ND AVE | BROOKLYN | NY | 11232 | NONE | COMPLETED | GENERAL OPERATIONS | $85 | ||||
| MIYAD CHABAD HOUSE | |||||||||||
| 82 FORSYTHIA LN | JERICHO | NY | 11753 | NONE | COMPLETED | GENERAL OPERATIONS | $52,647 | ||||
| MIYAD INC | |||||||||||
| 9559 COLLINS AVE STE 2055 | SURFSIDE | FL | 33154 | NONE | COMPLETED | GENERAL OPERATIONS | $4,410 | ||||
| OHEL NOSSON | |||||||||||
| 580 CROWN ST | BROOKLYN | NY | 11213 | NONE | COMPLETED | GENERAL OPERATIONS | $900 | ||||
| ORLANDO TORAH ACADEMY | |||||||||||
| 8651 COMMODITY CIR | ORLANDO | FL | 32819 | NONE | COMPLETED | GENERAL OPERATIONS | $180 | ||||
| OSU CHABAD- SCHOTTENSTEIN HOUSE | |||||||||||
| 207 E 15TH AVE | COLUMBUS | OH | 43201 | NONE | COMPLETED | GENERAL OPERATIONS | $540 | ||||
| PESACH MAOS CHITIM | |||||||||||
| 598 OFFICE PKWY | WESTERVILLE | OH | 43082 | NONE | COMPLETED | GENERAL OPERATIONS | $1,029 | ||||
| RAPHAEL CHAIM MEIR | |||||||||||
| 598 OFFICE PKWY | WESTERVILLE | OH | 43082 | NONE | COMPLETED | GENERAL OPERATIONS | $360 | ||||
| R'TZIN CHAYA MUSHKA BIKUR CHOL | |||||||||||
| 387 KINGSTON AVE | SUITE 110 | BROOKLYN | NY | 11225 | NONE | COMPLETED | GENERAL OPERATIONS | $770 | |||
| SHUL OF BAL HARBOR - THE SHUL | |||||||||||
| 9540 COLLINS AVE | SURFSIDE | FL | 33154 | NONE | COMPLETED | GENERAL OPERATIONS | $3,694 | ||||
| TORAS CHESED INC | |||||||||||
| 421 6TH ST | LAKEWOOD | NJ | 08701 | NONE | COMPLETED | GENERAL OPERATIONS | $5,580 | ||||
| UNITED LUBAVITCHER YESHIVOTH | |||||||||||
| 841-853 OCEAN PKWY | BROOKLYN | NY | 11230 | NONE | COMPLETED | GENERAL OPERATIONS | $360 | ||||
| YAD ELIEZER | |||||||||||
| 1102 E 26TH ST | BROOKLYN | NY | 11210 | NONE | COMPLETED | GENERAL OPERATIONS | $36 | ||||
| YAD L'ACHIM | |||||||||||
| 4018 18TH AVE | BROOKLYN | NY | 11218 | NONE | COMPLETED | GENERAL OPERATIONS | $1,000 | ||||
| YALDEI SHLUCHEI HAREBBE | |||||||||||
| 353 KINGSTON AVE STE 302 | BROOKLYN | NY | 11213 | NONE | COMPLETED | GENERAL OPERATIONS | $540 | ||||
| YESHIVA NER TORAH | |||||||||||
| 58 PARKER BLVD | MONSEY | NY | 10952 | NONE | COMPLETED | GENERAL OPERATIONS | $90 | ||||
| YESHIVA OHR ELCHONON CHABAD | |||||||||||
| 7215 WARING AVE | LOS ANGELES | CA | 900467615 | NONE | COMPLETED | GENERAL OPERATIONS | $1,000 | ||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $134,361 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 25 | ExclusionCd |
| Exclusion | $6,575 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 25 | ExclusionCd |
| Exclusion | $59,027 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 25 | ExclusionCd |
Other Revenue Described OtherRevenueDescribedGrp (2 entries)
| DescDesc | ExclusionExclusionCd | ExclusionExclusionAmt |
|---|---|---|
| NET INCOME INSTANT BINGO CA | 25 | $16,047 |
| RED HEN P'SHIP | 25 | -$17,536 |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $64,113 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $64,113 | TotalIncomeProducingActyAmt |
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp (2 entries)
| Line NumberLineNumberTxt | Relationship StatementRelationshipStatementTxt |
|---|---|
| 3 | REINVESTED FOR CURRENT AND FUTURE CHARITABLE GIVING. |
| 4 | REINVESTED FOR CURRENT AND FUTURE CHARITABLE GIVING. |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | false | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | false | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | false | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | false | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | false | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | false | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | false | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | false | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | false | RelationshipsNonchrtblEOInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LANDAKER & ASSOCIATES, INC.- CPA | CategoryTxt |
| Amt | $3,328 | Amt |
| Net Investment Income | $1,000 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $2,328 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $2,328 | DisbursementsCharitablePrpsAmt |
Expln Of Non Filing With AG Stmt ExplnOfNonFilingWithAGStmt
| Field | Value | IRS element (for citing) |
|---|---|---|
| Explanation | NOT REQUIRED - VERIFICATION OF FORM 990PF FILING IS ALL THAT IS REQUIRED BY STATE OF OHIO. | ExplanationTxt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | AMERITRADE 342365 | StockNm |
| EOY Book Value | $1,625,825 | EOYBookValueAmt |
| EOYFMV | $1,370,169 | EOYFMVAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (4 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| RED HEN EQUITY INVESTMENT | AT COST | $1,077,162 | $1,077,162 |
| CHOCOLATE LOVERS LLC INVESTMENT | AT COST | $100,000 | $100,000 |
| NEW FOOD VENTURE I LLC INVESTMENT | AT COST | $50,000 | $50,000 |
| MOD. SINGLE PREM. UNIV. LIFE POL. | AT COST | $234,630 | $234,630 |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL FEES | CategoryTxt |
| Legal Fees | $1,768 | LegalFeesAmt |
| Net Investment Income | $1,768 | NetInvestmentIncomeAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (3 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| EXPENSES | |||
| CHARITY RELATED TRAVEL | $1,152 | $1,152 | $1,152 |
| OFFICE SUPPLIES | $141 | $141 | $141 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt |
|---|---|---|---|
| NET INCOME INSTANT BINGO CARD | $16,047 | $16,047 | $16,047 |
| RED HEN P'SHIP | -$17,536 | -$17,536 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | OVER-ADJ FROM 2022 | Desc |
| Amt | $12,450 | Amt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | OTHER ADMINISTRATIVE FEES | CategoryTxt |
| Amt | $4,131 | Amt |
| Adjusted Net Income | $4,131 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $4,131 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|---|---|
| OHIO CHARITABLE REGISTRATION FEE | $700 | $700 | $700 | |
| FOREIGN TAXES WITHHELD | $8,000 | $8,000 | ||
| FEDERAL EXCISE TAX - ESTIMATED | $1,230 | $1,230 |
Comments