SAUL SCHOTTENSTEIN FOUNDATION C: Form 990PF, tax year 2022

View the entire original 990 at ProPublica ↗

Organization
SAUL SCHOTTENSTEIN FOUNDATION C (EIN 27-0167574)
Tax period
2022-01-01 to 2022-12-31
Filed
2023-11-08
IRS object ID
202333129349101013
Schema version
2022v5.0
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 ReturnHeader

FieldValueIRS element (for citing)
Return2023-11-08T10:11:40-05:00ReturnTs
Tax Period End2022-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN311016505PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1LANDAKER & ASSOCIATES INCBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1598 OFFICE PKWY STE BAddressLine1Txt
CityWESTERVILLECityNm
State AbbreviationOHStateAbbreviationCd
ZIP43082ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2022-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN270167574EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1SAUL SCHOTTENSTEIN FOUNDATION CBusinessNameLine1Txt
Business Name Line2C/O ARSHOT INVESTMENT CORPORATIONBusinessNameLine2Txt
FieldValueIRS element (for citing)
Business Name ControlSAULBusinessNameControlTxt
Phone6144639730PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1107 S HIGH ST - 3RD FLOORAddressLine1Txt
CityCOLUMBUSCityNm
State AbbreviationOHStateAbbreviationCd
ZIP43215ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonTHOMAS H SCHOTTENSTEINPersonNm
Person TitlePRESIDENTPersonTitleTxt
Phone6144639730PhoneNum
Signature2023-11-01SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd

Signing Officer SigningOfficerGrp

Person Full Name PersonFullName

FieldValueIRS element (for citing)
Person FirstTHOMAS HPersonFirstNm
Person LastSCHOTTENSTEINPersonLastNm
FieldValueIRS element (for citing)
SSN999009999SSN
FieldValueIRS element (for citing)
IRS Responsible Prty Info CurrYes (true)IRSResponsiblePrtyInfoCurrInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonKYLE A HARILDSTAD CPAPreparerPersonNm
PTINP03046349PTIN
Phone6148991101PhoneNum
Preparation2023-11-01PreparationDt
FieldValueIRS element (for citing)
Tax2022TaxYr
Build TS2023-04-26 12:10:37ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$4,233,210FMVAssetsEOYAmt
Method Of Accounting AccrualYes (X)MethodOfAccountingAccrualInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Schedule B Not RequiredYes (X)ScheduleBNotRequiredInd
Interest On Sav Rev And Expnss$4,014InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$2,370InterestOnSavNetInvstIncmAmt
Interest On Savings Adj Net Incm$4,014InterestOnSavingsAdjNetIncmAmt
Dividends Rev And Expnss$130,713DividendsRevAndExpnssAmt
Dividends Net Invst Incm$130,713DividendsNetInvstIncmAmt
Dividends Adj Net Incm$130,713DividendsAdjNetIncmAmt
Net Gain Sale Ast Rev And Expnss$28,450NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$141,430GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$28,450CapGainNetIncmNetInvstIncmAmt
Other Income Rev And Expnss-$569OtherIncomeRevAndExpnssAmt
Other Income Net Invst Incm$10,725OtherIncomeNetInvstIncmAmt
Other Income Adj Net Incm-$569OtherIncomeAdjNetIncmAmt
Total Rev And Expnss$162,608TotalRevAndExpnssAmt
Total Net Invst Incm$172,258TotalNetInvstIncmAmt
Total Adj Net Incm$134,158TotalAdjNetIncmAmt
Legal Fees Rev And Expnss$2,470LegalFeesRevAndExpnssAmt
Legal Fees Net Invst Incm$2,470LegalFeesNetInvstIncmAmt
Accounting Fees Rev And Expnss$3,863AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$1,000AccountingFeesNetInvstIncmAmt
Accounting Fees Adj Net Incm$2,863AccountingFeesAdjNetIncmAmt
Accounting Fees Chrtbl Prps$2,863AccountingFeesChrtblPrpsAmt
Other Prof Fees Rev And Expnss$1,255OtherProfFeesRevAndExpnssAmt
Other Prof Fees Net Invst Incm$70OtherProfFeesNetInvstIncmAmt
Other Prof Fees Adj Net Incm$1,185OtherProfFeesAdjNetIncmAmt
Other Prof Fees Dsbrs Chrtbl$1,185OtherProfFeesDsbrsChrtblAmt
Taxes Rev And Expnss$32,535TaxesRevAndExpnssAmt
Taxes Net Invst Incm$32,335TaxesNetInvstIncmAmt
Taxes Adj Net Incm$200TaxesAdjNetIncmAmt
Taxes Dsbrs Chrtbl$200TaxesDsbrsChrtblAmt
Other Expenses Rev And Expnss$700OtherExpensesRevAndExpnssAmt
Other Expenses Adj Net Incm$700OtherExpensesAdjNetIncmAmt
Other Expenses Dsbrs Chrtbl$700OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$40,823TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$35,875TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Adj Net Incm$4,948TotOprExpensesAdjNetIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$4,948TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$242,271ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$242,271ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$283,094TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$35,875TotalExpensesNetInvstIncmAmt
Total Expenses Adj Net Incm$4,948TotalExpensesAdjNetIncmAmt
Total Expenses Dsbrs Chrtbl$247,219TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses-$120,486ExcessRevenueOverExpensesAmt
Net Investment Income$136,383NetInvestmentIncomeAmt
Adjusted Net Income$129,210AdjustedNetIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Sav And Temp Cash Invst BOY$1,786,560SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$1,672,159SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$1,672,159SavAndTempCashInvstEOYFMVAmt
Acct Rcvbl$100,000AcctRcvblAmt
Acct Rcvbl EOY$100,000AcctRcvblEOYAmt
Acct Rcvbl EOYFMV$100,000AcctRcvblEOYFMVAmt
Pledges Rcvbl$2,736PledgesRcvblAmt
Pledges Rcvbl EOY$2,736PledgesRcvblEOYAmt
Pledges Rcvbl EOYFMV$2,736PledgesRcvblEOYFMVAmt
Corporate Stock BOY$1,381,243CorporateStockBOYAmt
Corporate Stock EOY$1,542,793CorporateStockEOYAmt
Corporate Stock EOYFMV$1,130,378CorporateStockEOYFMVAmt
Other Investments BOY$1,447,395OtherInvestmentsBOYAmt
Other Investments EOY$1,327,937OtherInvestmentsEOYAmt
Other Investments EOYFMV$1,327,937OtherInvestmentsEOYFMVAmt
Total Assets BOY$4,615,198TotalAssetsBOYAmt
Total Assets EOY$4,645,625TotalAssetsEOYAmt
Total Assets EOYFMV$4,233,210TotalAssetsEOYFMVAmt
Accounts Payable BOY$2,883AccountsPayableBOYAmt
Accounts Payable EOY$13,672AccountsPayableEOYAmt
Total Liabilities BOY$2,883TotalLiabilitiesBOYAmt
Total Liabilities EOY$13,672TotalLiabilitiesEOYAmt
Organization Follows FASB117Yes (X)OrganizationFollowsFASB117Ind
No Donor Rstr Net Assests BOY$4,612,315NoDonorRstrNetAssestsBOYAmt
No Donor Rstr Net Assests EOY$4,631,953NoDonorRstrNetAssestsEOYAmt
Tot Net Ast Or Fund Balances BOY$4,612,315TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$4,631,953TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$4,615,198TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$4,645,625TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$4,612,315TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses-$120,486ExcessRevenueOverExpensesAmt
Other Increases$140,124OtherIncreasesAmt
Subtotal$4,631,953SubtotalAmt
Tot Net Ast Or Fund Balances EOY$4,631,953TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp

FieldValueIRS element (for citing)
PropertyTD AMERITRADEPropertyDesc
How AcquiredPHowAcquiredCd
Gross Sales Price$140,389GrossSalesPriceAmt
Cost Or Other Basis$112,980CostOrOtherBasisAmt
Gain Or Loss$27,409GainOrLossAmt
Gains Minus Excess Or Losses$27,409GainsMinusExcessOrLossesAmt
FieldValueIRS element (for citing)
Capital Gain Net Income$28,450CapitalGainNetIncomeAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$1,896InvestmentIncomeExciseTaxAmt
Subtotal$1,896SubtotalAmt
Tax Based On Investment Income$1,896TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$3,200EstimatedPlusOvpmtIncmTxAmt
Total Payments And Credits$3,200TotalPaymentsAndCreditsAmt
Form2220 AttachedYes (X)Form2220AttachedInd
Es Penalty$34EsPenaltyAmt
Overpayment$1,270OverpaymentAmt
Applied To ES Tax$1,270AppliedToESTaxAmt

Statements Regarding Acty StatementsRegardingActyGrp

FieldValueIRS element (for citing)
Legislative Political ActyfalseLegislativePoliticalActyInd
More Than100 SpentfalseMoreThan100SpentInd
Activities Not Previously RptfalseActivitiesNotPreviouslyRptInd
Changes To Articles Or BylawsfalseChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over LimitfalseUnrelatedBusIncmOverLimitInd
Organization Dissolved EtcfalseOrganizationDissolvedEtcInd
Section508e Rqr SatisfiedYes (true)Section508eRqrSatisfiedInd
At Least5000 In AssetsYes (true)AtLeast5000InAssetsInd
Org Report Or Register StateOHOrgReportOrRegisterStateCd
Form990 PF Filed With Atty GenYes (true)Form990PFFiledWithAttyGenInd
Private Operating FoundationfalsePrivateOperatingFoundationInd
New Substantial ContributorsfalseNewSubstantialContributorsInd
Own Controlled EntityfalseOwnControlledEntityInd
Donor Advised FundfalseDonorAdvisedFundInd
Comply With Public Insp RqrYes (true)ComplyWithPublicInspRqrInd
Website AddressARSHOT@ARSHOT.COMWebsiteAddressTxt

Persons With Books Name PersonsWithBooksName

FieldValueIRS element (for citing)
Business Name Line1THOMAS H SCHOTTENSTEIN TRUSTEEBusinessNameLine1Txt
FieldValueIRS element (for citing)
Phone6144639730PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line1107 S HIGH ST - 3RD FLOORAddressLine1Txt
Address Line23RD FLOORAddressLine2Txt
CityCOLUMBUSCityNm
State AbbreviationOHStateAbbreviationCd
ZIP43215ZIPCd
FieldValueIRS element (for citing)
Foreign Accounts QuestionfalseForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

FieldValueIRS element (for citing)
Sale Or Exch Disqualified PrsnfalseSaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified PrsnfalseBrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified PrsnfalseFurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified PrsnfalsePayCompDisqualifiedPrsnInd
Transfer Ast Disqualified PrsnfalseTransferAstDisqualifiedPrsnInd
Payment To Government OfficialfalsePaymentToGovernmentOfficialInd
Undistributed Income PYfalseUndistributedIncomePYInd
Business HoldingsfalseBusinessHoldingsInd
Jeopardy InvestmentsfalseJeopardyInvestmentsInd
Uncorrected PY Jeopardy InvstfalseUncorrectedPYJeopardyInvstInd
Influence LegislationfalseInfluenceLegislationInd
Influence ElectionfalseInfluenceElectionInd
Grants To IndividualsfalseGrantsToIndividualsInd
Grants To OrganizationsfalseGrantsToOrganizationsInd
Noncharitable PurposefalseNoncharitablePurposeInd
Rcv Fnds To Pay Prsnl Bnft CntrctfalseRcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft CntrctfalsePayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter TransfalseProhibitedTaxShelterTransInd
Subj To Tax Rmnrtn Ex Prcht PymtfalseSubjToTaxRmnrtnExPrchtPymtInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp

FieldValueIRS element (for citing)
PersonTHOMAS H SCHOTTENSTEINPersonNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line1C/O ARSHOT INVESTMENT CORPORATIONAddressLine1Txt
Address Line2107 S HIGH ST - 3RD FLOORAddressLine2Txt
CityCOLUMBUSCityNm
State AbbreviationOHStateAbbreviationCd
ZIP43215ZIPCd
FieldValueIRS element (for citing)
TitlePRESIDENTTitleTxt
Average Hrs Per Wk Devoted To Pos000.00AverageHrsPerWkDevotedToPosRt
Compensation$0CompensationAmt
Employee Benefit Program$0EmployeeBenefitProgramAmt
Expense Account Other Allwnc$0ExpenseAccountOtherAllwncAmt
FieldValueIRS element (for citing)
Comp Of Hghst Pd Empl Or NONENONECompOfHghstPdEmplOrNONETxt
Comp Of Hghst Pd Cntrct Or NONENONECompOfHghstPdCntrctOrNONETxt

Sum Of Program Related Invst SumOfProgramRelatedInvstGrp

FieldValueIRS element (for citing)
Description1N/ADescription1Txt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$1,309,147AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$1,729,360AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$1,439,034FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$4,477,541TotalFMVOfUnusedAssetsAmt
Adjusted Total FMV Of Unused Ast$4,477,541AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$67,163CashDeemedCharitableAmt
Net Vl Noncharitable Assets$4,410,378NetVlNoncharitableAssetsAmt
Minimum Investment Return$220,519MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$220,519MinimumInvestmentReturnAmt
Tax Based On Investment Income$1,896TaxBasedOnInvestmentIncomeAmt
Total Tax$1,896TotalTaxAmt
Distributable Before Adj$218,623DistributableBeforeAdjAmt
Distributable Before Ded$218,623DistributableBeforeDedAmt
Distributable As Adjusted$218,623DistributableAsAdjustedAmt

PF Qualifying Distributions PFQualifyingDistributionsGrp

FieldValueIRS element (for citing)
Expenses And Contributions$247,219ExpensesAndContributionsAmt
Qualifying Distributions$247,219QualifyingDistributionsAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$218,623DistributableAsAdjustedAmt
Excess Distribution Cyov Yr5$81,498ExcessDistributionCyovYr5Amt
Excess Distribution Cyov Yr3$204,320ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr2$42,799ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1$176,803ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$505,420TotalExcessDistributionCyovAmt
Qualifying Distributions$247,219QualifyingDistributionsAmt
Applied To Current Year$218,623AppliedToCurrentYearAmt
Remaining Distri From Corpus$28,596RemainingDistriFromCorpusAmt
Total Corpus$534,016TotalCorpusAmt
Undistributed Income CY$0UndistributedIncomeCYAmt
Excess Distri Cyov From Yr5$81,498ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$452,518ExcessDistriCyovToNextYrAmt
Excess From Year3$204,320ExcessFromYear3Amt
Excess From Year2$42,799ExcessFromYear2Amt
Excess From Year1$176,803ExcessFromYear1Amt
Excess From Current Year$28,596ExcessFromCurrentYearAmt

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Only Contri To PreselectedYes (X)OnlyContriToPreselectedInd

Application Submission Info ApplicationSubmissionInfoGrp

FieldValueIRS element (for citing)
Recipient PersonTHOMAS H SCHOTTENSTEIN TRUSTEERecipientPersonNm

Recipient US Address RecipientUSAddress

FieldValueIRS element (for citing)
Address Line1107 S HIGH ST - 3RD FLOORAddressLine1Txt
CityCOLUMBUSCityNm
State AbbreviationOHStateAbbreviationCd
ZIP43215ZIPCd
FieldValueIRS element (for citing)
Recipient Phone6144639730RecipientPhoneNum
Form And Info And MaterialsCOPY 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 DeadlinesNONESubmissionDeadlinesTxt
Restrictions On AwardsSEE APPLICATION FORMAT AND REQUIRED CONTENTS COMMENTS.RestrictionsOnAwardsTxt

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (66 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmtAddress Line2RecipientUSAddress/AddressLine2TxtAddress Line1RecipientForeignAddress/AddressLine1TxtCityRecipientForeignAddress/CityNmProvince Or StateRecipientForeignAddress/ProvinceOrStateNmCountryRecipientForeignAddress/CountryCd
A TIME
1310 48TH STBROOKLYNNY11219NONECOMPLETEDGENERAL OPERATIONS$1,750
AGUDATH ISRAEL
42 BROADWAYNEW YORKNY10004NONECOMPLETEDGENERAL OPERATIONS$540
AHAVAS CHESED
1255-43 STBROOKLYNNY11219NONECOMPLETEDGENERAL OPERATIONS$648APT 2A
AHAVAS SHOLOM
2568 E BROAD STCOLUMBUSOH43209NONECOMPLETEDGENERAL OPERATIONS$180
AMERICAN FRIENDS OF TH
598 OFFICE PARKWAYWESTERVILLEOH43082NONECOMPLETEDGENERAL OPERATIONS$540
BIKUR CHOLIM
387 KINGSTON AVEBROOKLYNNY11225NONECOMPLETEDGENERAL OPERATIONS$720SUITE 10
CHABAD JEWISH CENTER
440 WEST 4TH STCHICOCA95928NONECOMPLETEDGENERAL OPERATIONS$360
CHABAD MOROCCO
1 AVENUE MOULAY ABDELLAHAGADIROH43230NONECOMPLETEDGENERAL PURPOSE$1,453
CHABAD OF CAMARILLO
5800 SANTA ROSA RDCAMARILLOCA93012NONECOMPLETEDGENERAL OPERATIONS$360SUITE 112
CHABAD OF CYPRESS
14350 CYPRESS NORTHCYPRESSTX77429NONECOMPLETEDGENERAL OPERATIONS$741HUSTON RD
CHABAD OF NE HOLLYWOOD
1350 HARRISON STHOLLYWOODFL33020NONECOMPLETEDGENERAL OPERATIONS$180
CHABAD OF WASHINGTON HEIGHTS
50 OVERLOOK TERRACENEW YORKNY10033NONECOMPLETEDGENERAL OPERATIONS$1,000SUITE BBCC
CHABAD OF ZAMBIA
598 OFFICE PARKWAYWESTERVILLEOH43082NONECOMPLETEDGENERAL OPERATIONS$180
CHAI LIFELINE
151 W 30TH STNEW YORKNY10001NONECOMPLETEDGENERAL OPERATIONS$230
CHAYENU
1526 UNION STBROOKLYNNY11213NONECOMPLETEDGENERAL OPERATIONS$270
CHAYIM V CHESED INC
169 HEWES STBROOKLYNNY11211NONECOMPLETEDGENERAL OPERATIONS$5,0801-D
CHICAGO CHESED FUND
7045 N RIDGEWAY AVELINCOLNWOODIL60712NONECOMPLETEDGENERAL OPERATIONS$1,800
CHOFETZ CHAIM HERITAGE
361 SPOOK ROCK ROADSUFFERNNY10901NONECOMPLETEDGENERAL OPERATIONS$540
COLEL CHABAD
806 EASTERN PARKWAYBROOKLYNNY11213NONECOMPLETEDGENERAL OPERATIONS$1,800
CONGREGATION AHAVAS SHALOM
2568 E BROAD STCOLUMBUSOH43209NONECOMPLETEDGENERAL OPERATIONS$2,320
CONG KAHAL CHASIDIM
6757 N RICHMONDCHICAGOIL60645NONECOMPLETEDGENERAL OPERATIONS$280
CONGREGATION LAMPLIGHTERS
777 EASTERN PARKWAYBROOKLYNNY112133452NONECOMPLETEDGENERAL OPERATIONS$60,560
CONGREGATION TIFER
598 OFFICE PARKWAYWESTERVILLEOH43082NONECOMPLETEDGENERAL OPERATIONS$1,800
DENVER COMMUNITY KOLLEL
5080 W 14TH AVEDENVERCO80204NONECOMPLETEDGENERAL OPERATIONS$1,800
DERECH HATORAH
125 KINGS HIGHWAY SROCHESTERNY14617NONECOMPLETEDGENERAL OPERATIONS$540
EASTSIDE TORAH CENTER
16199 NORTHUP WAYBELLEVUEWA98008NONECOMPLETEDGENERAL OPERATIONS$360
EDUCATIONAL INSTITUTE OHOLEI TORAH
667 EASTERN PARKWAYBROOKLYNNY11213NONECOMPLETEDGENERAL OPERATIONS$1,080
EDUCATIONAL SCHOLARSHIP OF FL
598 OFFICE PARKWAYWESTERVILLEOH43082NONECOMPLETEDGENERAL OPERATIONS$1,000
FRIENDS OF BIKUR CHOLIM EZRAT ACHIM
5014-5016 16TH AVEBROOKLYNNY11204NONECOMPLETEDGENERAL OPERATIONS$4,000283
GLOBAL JEWISH ASSISTANT & RELIEF
1485 UNION STBROOKLYNNY11213NONECOMPLETEDGENERAL OPERATIONS$750
GYE CORP
3918 FALLSTAFF RDBALTIMOREMD21215NONECOMPLETEDGENERAL OPERATIONS$3,600
HATZALAH NY
1070 MCDONALD AVEBROOKLYNNY11230NONECOMPLETEDGENERAL OPERATIONS$558
HATZALAH SOUTH FLORIDA
20201 NE 16TH PLMIAMIFL33179NONECOMPLETEDGENERAL OPERATIONS$522
INSTITUTE FOR DAYANIM
25625 SOUTHFIELD RD 107SOUTHFIELDMI48075NONECOMPLETEDGENERAL OPERATIONS$9,800
JAFCO
4200 N UNIVERSITY DRSUNRISEFL33351NONECOMPLETEDGENERAL OPERATIONS$180
JCC CHABAD OF LONG ISLAND CITY
10-29 48TH AVELONG ISLAND CITYNY11101NONECOMPLETEDGENERAL OPERATIONS$180
JEM - JEWISH EDUCATIONAL MEDIA
784 EASTERN PARKWAYBROOKLYNNY11213NONECOMPLETEDGENERAL OPERATIONS$360
JLC CHABAD
411 W 41ST STMIAMI BEACHFL33140NONECOMPLETEDGENERAL OPERATIONS$2,400
JUDAICA WORLD OF BROOKLYN NY
329 KINGSTON AVEBROOKLYNNY11213NONECOMPLETEDGENERAL OPERATIONS$120
KEHOT PUBLICATION SOCIETY
770 EASTERN PARKWAYBROOKLYNNY11213NONECOMPLETEDGENERAL OPERATIONS$187
KEREN HACHOMESH
770 EASTERN PARKWAYBROOKLYNNY11213NONECOMPLETEDGENERAL OPERATIONS$360
KEREN SIMCHAS
34 KEW GARDENS DRLAKEWOODNJ08701NONECOMPLETEDGENERAL OPERATIONS$1,000
KOLLEL YCM
2203 S GREEN RDUNIVERSITY HEIGHTSOH44118NONECOMPLETEDGENERAL OPERATIONS$360
KOSHER KOOP
598 OFFICE PARKWAYWESTERVILLEOH43082NONECOMPLETEDGENERAL OPERATIONS$180
LUBAVITCH EDUCATIONAL CENTER
17330 NW 7TH AVEMIAMIFL33169NONECOMPLETEDGENERAL OPERATIONS$540
LUBAVITCHER HEADQUARTERS
770 EASTERN PARKWAYBROOKLYNNY11213NONECOMPLETEDGENERAL OPERATIONS$360
LUBAVITCHER SCHOOL
841 OCEAN PARKWAYBROOKLYNNY11230NONECOMPLETEDGENERAL OPERATIONS$100
MISSOURI TORAH INSTITUTE
1809 CLARKSON RDCHESTERFIELDMO63017NONECOMPLETEDGENERAL OPERATIONS$250
MIYAD CHABAD HOUSE
82 FORSYTHIA LNJERICHONY11753NONECOMPLETEDGENERAL OPERATIONS$16,667
OHEL NOSSON
580 CROWN STBROOKLYNNY11213NONECOMPLETEDGENERAL OPERATIONS$720
ORYAH SEMINARY
598 OFFICE PARKWAYWESTERVILLEOH43082NONECOMPLETEDGENERAL OPERATIONS$37,044
OSU CHABAD- SCHOTTENSTEIN HOUSE
207 E 15TH AVECOLUMBUSOH43201NONECOMPLETEDGENERAL OPERATIONS$500
RABBI MALIN KNESSETH YEHUDAH
NONECOMPLETEDGENERAL OPERATIONS$1,00035 MAGLEY HARIM LEVIN STJERUSALEMISRAELIS
RAISE TIP THE ART OF
598 OFFICE PARKWAYWESTERVILLEOH43082NONECOMPLETEDGENERAL OPERATIONS$900
R'TZIN CHAYA MUSHKA BIKUR CHOL
387 KINGSTON AVEBROOKLYNNY11225NONECOMPLETEDGENERAL OPERATIONS$1,800SUITE 110
SCHOTTENSTEIN CHABAD
6220 E DUBLIN-GRANVILLENEW ALBANYOH43054NONECOMPLETEDGENERAL OPERATIONS$2,160RD
SHUL OF BAL HARBOR - THE SHUL
9540 COLLINS AVESURFSIDEFL33154NONECOMPLETEDGENERAL OPERATIONS$52,173
TEN YAD TEN YAD
559 EMPIRE BLVDBROOKLYNNY11225NONECOMPLETEDGENERAL OPERATIONS$790
THE CHESED FUND
1340 EAST 13TH STBROOKLYNNY11230NONECOMPLETEDGENERAL OPERATIONS$360
TORAH CENTER
2942 EAST BROAD STCOLUMBUSOH43209NONECOMPLETEDGENERAL OPERATIONS$18
TORAH SCHOOLS FOR ISRAEL
40 EXCHANGE PLACENEW YORKNY10005NONECOMPLETEDGENERAL OPERATIONS$360
TORAS CHESED INC
421 6TH STLAKEWOODNJ08701NONECOMPLETEDGENERAL OPERATIONS$11,160
YAD ELIEZER
1102 E 26TH STBROOKLYNNY11210NONECOMPLETEDGENERAL OPERATIONS$180
YAD L'ACHIM
4018 18TH AVEBROOKLYNNY11218NONECOMPLETEDGENERAL OPERATIONS$1,260
YEKA GIRLS
1090 E WALNUT STPASADENACA91106NONECOMPLETEDGENERAL OPERATIONS$720
YESHIVA OHR ELCHONON CHABAD
7215 WARING AVELOS ANGELESCA900467615NONECOMPLETEDGENERAL OPERATIONS$540
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$242,271TotalGrantOrContriPdDurYrAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

FieldValueIRS element (for citing)
Exclusion25ExclusionCd
Exclusion$4,014ExclusionAmt

Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl

FieldValueIRS element (for citing)
Exclusion25ExclusionCd
Exclusion$130,713ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion25ExclusionCd
Exclusion$1,041ExclusionAmt
Related Or Exempt Function Incm$27,409RelatedOrExemptFunctionIncmAmt

Other Revenue Described OtherRevenueDescribedGrp (2 entries)

DescDescExclusionExclusionCdExclusionExclusionAmt
NET INCOME INSTANT BINGO CA25$10,725
RED HEN P'SHIP25-$11,294

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Exclusion$135,199ExclusionAmt
Related Or Exempt Function Incm$27,409RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$162,608TotalIncomeProducingActyAmt

Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp

Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp (2 entries)

Line NumberLineNumberTxtRelationship StatementRelationshipStatementTxt
3REINVESTED FOR CURRENT AND FUTURE CHARITABLE GIVING.
4REINVESTED FOR CURRENT AND FUTURE CHARITABLE GIVING.

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

FieldValueIRS element (for citing)
Trnsfr Of Cash To Nonchrtbl EOfalseTrnsfrOfCashToNonchrtblEOInd
Trnsfr Other Asset Nonchrtbl EOfalseTrnsfrOtherAssetNonchrtblEOInd
Sales Or Exchanges Of AssetsfalseSalesOrExchangesOfAssetsInd
Purchase Of Assets Nonchrtbl EOfalsePurchaseOfAssetsNonchrtblEOInd
Rental Of Facilities Oth AssetsfalseRentalOfFacilitiesOthAssetsInd
Reimbursement ArrangementsfalseReimbursementArrangementsInd
Loans Or Loan GuaranteesfalseLoansOrLoanGuaranteesInd
Performance Of Services EtcfalsePerformanceOfServicesEtcInd
Sharing Of Facilities EtcfalseSharingOfFacilitiesEtcInd
Relationships Nonchrtbl EOfalseRelationshipsNonchrtblEOInd

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

FieldValueIRS element (for citing)
CategoryLANDAKER & ASSOCIATES, INC.- CPACategoryTxt
Amt$3,863Amt
Net Investment Income$1,000NetInvestmentIncomeAmt
Adjusted Net Income$2,863AdjustedNetIncomeAmt
Disbursements Charitable Prps$2,863DisbursementsCharitablePrpsAmt

Expln Of Non Filing With AG Stmt ExplnOfNonFilingWithAGStmt

FieldValueIRS element (for citing)
ExplanationNOT 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

FieldValueIRS element (for citing)
StockAMERITRADE 342365StockNm
EOY Book Value$1,542,793EOYBookValueAmt
EOYFMV$1,130,378EOYFMVAmt

Investments Other Schedule2 InvestmentsOtherSchedule2

Investments Other InvestmentsOtherGrp (2 entries)

Category Or ItemCategoryOrItemTxtListed At Cost Or FMVListedAtCostOrFMVCdBook ValueBookValueAmtEOYFMVEOYFMVAmt
RED HEN EQUITY INVESTMENTAT COST$1,094,697$1,094,697
MOD. SINGLE PREM. UNIV. LIFE POL.AT COST$233,240$233,240

Legal Fees Schedule LegalFeesSchedule

Legal Fees LegalFeesGrp

FieldValueIRS element (for citing)
CategoryLEGAL FEESCategoryTxt
Legal Fees$2,470LegalFeesAmt
Net Investment Income$2,470NetInvestmentIncomeAmt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (3 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtAdjusted Net IncomeAdjustedNetIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
EXPENSES
RED HEN P/S OPERATING LOSS
CHARITY RELATED TRAVEL$700$700$700

Other Income Schedule2 OtherIncomeSchedule2

Other Income Detail OtherIncomeDetail (2 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtNet Investment IncomeNetInvestmentIncomeAmtAdjusted Net IncomeAdjustedNetIncomeAmt
NET INCOME INSTANT BINGO CARD$10,725$10,725$10,725
RED HEN P'SHIP-$11,294-$11,294

Other Increases Schedule OtherIncreasesSchedule

Other Increases Detail OtherIncreasesDetail

FieldValueIRS element (for citing)
DescINCREASE IN CASH SURRENDER VALUEDesc
Amt$140,124Amt

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail (2 entries)

CategoryCategoryTxtAmtAmtNet Investment IncomeNetInvestmentIncomeAmtAdjusted Net IncomeAdjustedNetIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
FIDELITY - AGENCY FEES$70$70
OTHER ADMINISTRATIVE FEES$1,185$1,185$1,185

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail (4 entries)

CategoryCategoryTxtAmtAmtAdjusted Net IncomeAdjustedNetIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmtNet Investment IncomeNetInvestmentIncomeAmt
OHIO CHARITABLE REGISTRATION FEE$200$200$200
FEDERAL EXCISE TAX - PRIOR YEARS$2,205$2,205
FOREIGN TAXES WITHHELD$26,930$26,930
FEDERAL EXCISE TAX - 2021$3,200$3,200

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