JAY AND JEANIE SCHOTTENSTEIN FOUNDATION: Form 990PF, tax year 2022
View the entire original 990 at ProPublica ↗
- Organization
- JAY AND JEANIE SCHOTTENSTEIN FOUNDATION (EIN 31-1111955)
- Tax period
- 2022-01-01 to 2022-12-31
- Filed
- 2023-11-15
- IRS object ID
- 202343199349107819
- 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
- Form 990-PF
- Schedule B
- Accounting Fees Schedule
- Distribution From Corpus Election
- Expln Of Non Filing With AG Stmt
- Investments Corp Stock Schedule
- Loans From Officers Schedule
- Other Assets Schedule
- Other Expenses Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2023-11-15T16:19:43-06:00 | ReturnTs |
| Tax Period End | 2022-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 311132985 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | T&T ASSOCIATES INC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4300 EAST FIFTH AVENUE | AddressLine1Txt |
| City | COLUMBUS | CityNm |
| State Abbreviation | OH | StateAbbreviationCd |
| ZIP | 43219 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2022-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 311111955 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | JAY AND JEAN SCHOTTENSTEIN FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | JAYA | BusinessNameControlTxt |
| Phone | 6144494253 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | CO TT ASSOC INC 4300 E FIFTH AV | AddressLine1Txt |
| City | COLUMBUS | CityNm |
| State Abbreviation | OH | StateAbbreviationCd |
| ZIP | 43219 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | JAY SCHOTTENSTEIN | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 6142219200 | PhoneNum |
| Signature | 2023-11-15 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | JAY | PersonFirstNm |
| Person Last | SCHOTTENSTEIN | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | 0 | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | TRACY VAN LOON | PreparerPersonNm |
| PTIN | P00552591 | PTIN |
| Phone | 6144493559 | PhoneNum |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 2 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2022 | TaxYr |
| Build TS | 2023-04-26 12:10:37Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $15,821,874 | 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 | $13,075,000 | ContriRcvdRevAndExpnssAmt |
| Dividends Rev And Expnss | $267,963 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $267,963 | DividendsNetInvstIncmAmt |
| Gross Rents Rev And Expnss | $13,774 | GrossRentsRevAndExpnssAmt |
| Gross Rents Net Invst Incm | $13,774 | GrossRentsNetInvstIncmAmt |
| Net Rental Income Or Loss | $10,154 | NetRentalIncomeOrLossAmt |
| Cap Gain Net Incm Net Invst Incm | $0 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $13,356,737 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $281,737 | 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 | $25,000 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $0 | AccountingFeesChrtblPrpsAmt |
| Taxes Rev And Expnss | $210,582 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $1,812 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Deprec And Dpltn Rev And Expnss | $28,763 | DeprecAndDpltnRevAndExpnssAmt |
| Deprec And Dpltn Net Invst Incm | $1,677 | DeprecAndDpltnNetInvstIncmAmt |
| Other Expenses Rev And Expnss | -$1,256 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $131 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | -$2,500 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $263,089 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $3,620 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | -$2,500 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $15,888,940 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $15,888,940 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $16,152,029 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $3,620 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $15,886,440 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$2,795,292 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $278,117 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $40,225 | CashBOYAmt |
| Cash EOY | $48,156 | CashEOYAmt |
| Cash EOYFMV | $48,156 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $2,756,379 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $174,969 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $174,969 | SavAndTempCashInvstEOYFMVAmt |
| Acct Rcvbl | $5,500 | AcctRcvblAmt |
| Acct Rcvbl EOY | $5,500 | AcctRcvblEOYAmt |
| Acct Rcvbl EOYFMV | $5,500 | AcctRcvblEOYFMVAmt |
| Prepaid Expenses BOY | $210,000 | PrepaidExpensesBOYAmt |
| Prepaid Expenses EOY | $6,650 | PrepaidExpensesEOYAmt |
| Prepaid Expenses EOYFMV | $6,650 | PrepaidExpensesEOYFMVAmt |
| Corporate Stock BOY | $8,440,737 | CorporateStockBOYAmt |
| Corporate Stock EOY | $8,440,737 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $12,379,611 | CorporateStockEOYFMVAmt |
| Invst Land Cost Or Other Basis | $1,765,172 | InvstLandCostOrOtherBasisAmt |
| Invst Land Accum Depreciation | $417,635 | InvstLandAccumDepreciationAmt |
| Land Bldg Investments BOY | $1,376,300 | LandBldgInvestmentsBOYAmt |
| Land Bldg Investments EOY | $1,347,537 | LandBldgInvestmentsEOYAmt |
| Land Bldg Investments EOYFMV | $3,172,183 | LandBldgInvestmentsEOYFMVAmt |
| Other Assets BOY | $34,805 | OtherAssetsBOYAmt |
| Other Assets EOY | $34,805 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $34,805 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $12,858,446 | TotalAssetsBOYAmt |
| Total Assets EOY | $10,058,354 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $15,821,874 | TotalAssetsEOYFMVAmt |
| Accounts Payable BOY | $4,800 | AccountsPayableBOYAmt |
| Loans From Officers BOY | $14,531,834 | LoansFromOfficersBOYAmt |
| Loans From Officers EOY | $14,531,834 | LoansFromOfficersEOYAmt |
| Total Liabilities BOY | $14,536,634 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $14,531,834 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | -$1,678,188 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | -$4,473,480 | NoDonorRstrNetAssestsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | -$1,678,188 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | -$4,473,480 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $12,858,446 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $10,058,354 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | -$1,678,188 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$2,795,292 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | -$4,473,480 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | -$4,473,480 | TotNetAstOrFundBalancesEOYAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $3,866 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $3,866 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $3,866 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $6,650 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $10,000 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $16,650 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $12,784 | OverpaymentAmt |
| Applied To ES Tax | $12,784 | AppliedToESTaxAmt |
| Refund | $0 | RefundAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (1) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | OH | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | 0 | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | 0 | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
| Individual With Books | TT ASSOCIATES INC | IndividualWithBooksNm |
| Phone | 6144493559 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4300 EAST FIFTH AVENUE | AddressLine1Txt |
| City | COLUMBUS | CityNm |
| State Abbreviation | OH | StateAbbreviationCd |
| ZIP | 43219 | 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 (5 entries)
| Address Line1USAddress/AddressLine1Txt | Address Line2USAddress/AddressLine2Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|---|
| JAY SCHOTTENSTEIN | |||||||||
| C/O TT ASSOCIATES INC 4300 EAST | FIFTH AVE | COLUMBUS | OH | 43219 | PRESIDENT | 1.00 | $0 | $0 | $0 |
| JEAN SCHOTTENSTEIN | |||||||||
| C/O TT ASSOCIATES INC 4300 EAST | FIFTH AVE | COLUMBUS | OH | 43219 | SECRETARY & TREASURER | 0.00 | $0 | $0 | $0 |
| JEFFREY SCHOTTENSTEIN | |||||||||
| C/O TT ASSOCIATES INC 4300 EAST | FIFTH AVE | COLUMBUS | OH | 43219 | VICE PRESIDENT | 0.00 | $0 | $0 | $0 |
| JONATHAN SCHOTTENSTEIN | |||||||||
| 4300 EAST FIFTH AVE | COLUMBUS | OH | 43219 | VICE PRESIDENT | 0.00 | $0 | $0 | $0 | |
| JOSEPH SCHOTTENSTEIN | |||||||||
| C/O TT ASSOCIATES INC 4300 EAST | FIFTH AVE | COLUMBUS | OH | 43219 | VICE PRESIDENT | 0.00 | $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 | $14,470,708 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $1,072,345 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $12,523 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $15,555,576 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $15,555,576 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $233,334 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $15,322,242 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $766,112 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $766,112 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $3,866 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $3,866 | TotalTaxAmt |
| Distributable Before Adj | $762,246 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $762,246 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $762,246 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $15,886,440 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $15,886,440 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $762,246 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr1 | $2,912,144 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $2,912,144 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $15,886,440 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $15,124,194 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $762,246 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $18,036,338 | 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 | $13,075,000 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $4,961,338 | ExcessDistriCyovToNextYrAmt |
| Excess From Current Year | $4,961,338 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | JAY SCHOTTENSTEIN | ContributingManagerNm |
| Contributing Manager | JEFFREY SCHOTTENSTEIN | ContributingManagerNm |
| Contributing Manager | JONATHAN SCHOTTENSTEIN | ContributingManagerNm |
| Contributing Manager | JOSEPH SCHOTTENSTEIN | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (69 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|---|
| AGUDATH ISRAEL OF AMERICA INC | ||||||||
| 42 BROADWAY NO 1400 | NEW YORK | NY | 10004 | NONE | PC | RELIGIOUS | $400,000 | |
| AMERICAN FRIENDS OF BARUCH FEIGA UMARPEH INC | ||||||||
| 1274 49TH STREET SUITE 603 | BROOKLYN | NY | 11219 | NONE | PC | COMMUNITY | $1,000 | |
| AMERICAN FRIENDS OF BNAI LEVY FOUNDATION | ||||||||
| 106 RODD ST 3R | BROOKLYN | NY | 11249 | NONE | PC | COMMUNITY | $54,000 | |
| AMERICAN FRIENDS OF CHASDEI YOSEPH | ||||||||
| 1368-57TH STREET | BROOKLYN | NY | 11219 | NONE | PC | RELIGIOUS | $159,000 | |
| AMERICAN FRIENDS OF ISH EL RAYAHU | ||||||||
| 106 MAGNOLIA DR | LAKEWOOD | NJ | 08701 | NONE | PC | RELIGIOUS | $5,000 | |
| AMERICAN FRIENDS OF JCC | ||||||||
| 665 CROWN ST | BROOKLYN | NY | 11213 | NONE | PC | COMMUNITY | $1,800 | |
| AMERICAN FRIENDS OF NISHMAT INC | ||||||||
| 271 MADISON AVENUE 3RD FLOOR | NEW YORK | NY | 10016 | NONE | PC | EDUCATION | $400,000 | |
| BAHAMAS JEWISH COMMUNITY | ||||||||
| 1483 CARROLL ST | BROOKLYN | NY | 11213 | NONE | PC | COMMUNITY | $32,000 | |
| BEXLEY COMMUNITY FOUNDATION | ||||||||
| 552 SOUTH DREXEL AVENUE | BEXLEY | OH | 43209 | NONE | PC | COMMUNITY | $10,000 | |
| BEXLEY EDUCATION FOUNDATION | ||||||||
| 348 SOUTH CASSINGHAM ROAD | BEXLEY | OH | 43209 | NONE | PC | EDUCATION | $75,000 | |
| CENTER FOR JEWISH COMMUNITY STUDIES | ||||||||
| 7 CHURCH LANE STE 15A | BALTIMORE | MD | 21208 | NONE | PC | COMMUNITY | $50,000 | |
| CENTRAL FUND OF ISRAEL | ||||||||
| 461 CENTRAL AVENUE | CEDARHURST | NY | 11516 | NONE | PC | COMMUNITY | $25,000 | |
| CHABAD-LUBAVITCH INC | ||||||||
| 770 EASTERN PARKWAY SUITE 405 | BROOKLYN | NY | 11213 | NONE | PC | RELIGIOUS | $72,000 | |
| CHABAD OF KEY BISCAYNE INC | ||||||||
| 211 GREENWOOD DRIVE | KEY BISCAYNE | FL | 33149 | NONE | PC | EDUCATION | $78,000 | |
| CHABAD ON CAMPUS AT OSU | ||||||||
| 207 E 15 AVENUE | COLUMBUS | OH | 43201 | NONE | PC | EDUCATION | $90,000 | |
| CHANGING THE GAME | ||||||||
| 5572 ESPLANADE STREET | COLUMBUS | OH | 43221 | NONE | PC | COMMUNITY | $25,000 | |
| CHASDEI SHIMON | ||||||||
| 18 NEW COUNTY ROAD | MONSEY | NY | 10952 | NONE | PC | RELIGIOUS | $36,000 | |
| CHOFETZ CHAIM HERITAGE FOUNDATION | ||||||||
| 361 SPOOK ROCK ROAD | SUFFERN | NY | 10901 | NONE | PC | EDUCATION | $36,000 | |
| COLUMBUS COMMUNITY KOLLEL | ||||||||
| 2513 E MAIN ST | COLUMBUS | OH | 43209 | NONE | PC | EDUCATION | $68,820 | |
| COLUMBUS JEWISH FEDERATION | ||||||||
| 1175 COLLEGE AVENUE | COLUMBUS | OH | 43209 | NONE | PC | RELIGIOUS | $250,000 | |
| COLUMBUS MUSEUM OF ART | ||||||||
| 480 E BROAD ST | COLUMBUS | OH | 43215 | NONE | PC | COMMUNITY | $30,000 | |
| COLUMBUS TORAH ACADEMY | ||||||||
| 181 NOE BIXBY ROAD | COLUMBUS | OH | 43213 | NONE | PC | EDUCATION | $246,500 | |
| CONGREGATION ADAS YEREIM | ||||||||
| 27 LEE AVENUE | BROOKLYN | NY | 11211 | NONE | PC | RELIGIOUS | $26,000 | |
| CONGREGATOIN AHAVAS SHOLOM | ||||||||
| 2568 EAST BROAD STREET | COLUMBUS | OH | 43209 | NONE | PC | RELIGIOUS | $1,000 | |
| CONGREGATION TORAT EMET | ||||||||
| 2375 E MAIN ST | COLUMBUS | OH | 43209 | NONE | PC | RELIGIOUS | $568,500 | |
| EDUCATIONAL OPPORTUNITY FUND INC | ||||||||
| 825 FOREST AVENUE | LAKEWOOD | NJ | 08701 | NONE | PC | EDUCATION | $500 | |
| FRIENDS OF ISRAEL ANTIQUITIES AUTHORITY | ||||||||
| 1801 NE 123RD STREET SUITE 301 | N MIAMI | FL | 33181 | NONE | PC | RELIGIOUS | $1,980,000 | |
| FRIENDS OF UNITED HATZALAH OF ISRAEL | ||||||||
| 208 EAST 51ST STREET SUITE 303 | NEW YORK | NY | 10022 | NONE | PC | COMMUNITY | $65,000 | |
| FRIENDS OF YAD SARAH INC | ||||||||
| 445 PARK AVE SUITE 1702 | NEW YORK | NY | 10022 | NONE | PC | COMMUNITY | $360 | |
| GEMILOS CHASADIM CHASDEI MOSHE | ||||||||
| 1412 AVENUE M SUITE 2373 | BROOKLYN | NY | 11230 | NONE | PC | RELIGIOUS | $2,916,000 | |
| GIFT OF LIFE MARROW REGISTRY | ||||||||
| 5901 BROKEN SOUND PARKWAY NW SUITE | BOCA RATON | FL | 33487 | NONE | PC | HEALTH | $28,000 | 600 |
| GROVE CITY FOOD PANTRY | ||||||||
| 2710 COLUMBUS ST | GROVE CITY | OH | 43123 | NONE | PC | COMMUNITY | $5,000 | |
| HADASSAH | ||||||||
| 50 WEST 58TH STREET | NEW YORK | NY | 10019 | NONE | PC | COMMUNITY | $100,000 | |
| HEBREW ACADEMY OF MIAMI | ||||||||
| 2400 PINE TREE DRIVE | MIAMI BEACH | FL | 33140 | NONE | PC | EDUCATION | $2,249,000 | |
| HILLEL FOUNDATION | ||||||||
| 46 E 16TH AVENUE | COLUMBUS | OH | 43201 | NONE | PC | EDUCATION | $25,000 | |
| JEWISH COMMUNITY LEARNING CENTER | ||||||||
| 19340 NE 18TH PL | NORTH MIAMI | FL | 33179 | NONE | PC | EDUCATION | $10,000 | |
| JEWISH COMMUNITY SERVICES OF S FLORIDA | ||||||||
| 12000 BISCAYNE BLVD SUITE 303 | NORTH MIAMI | FL | 33181 | NONE | PC | COMMUNITY | $48,000 | |
| JEWISH FAMILY SERVICES | ||||||||
| 1070 COLLEGE AVENUE | COLUMBUS | OH | 43209 | NONE | PC | COMMUNITY | $25,000 | |
| JEWISH FEDERATION OF NORTH AMERICA | ||||||||
| 25 BROADWAY SUITE 1700 | NEW YORK | NY | 10004 | NONE | PC | COMMUNITY | $40,000 | |
| JEWISH LIFELINE NETWORK | ||||||||
| 46 BRIARCLIFF DRIVE | MONSEY | NY | 10952 | NONE | PC | COMMUNITY | $25,000 | |
| KNESSET YEHUDA | ||||||||
| 848 E 13TH STREET | BROOKLYN | NY | 11230 | NONE | PC | RELIGIOUS | $2,000 | |
| MEC FUNDS | ||||||||
| 1341 EAST 5T STREET | BROOKLYN | NY | 11230 | NONE | PC | COMMUNITY | $360 | |
| MERKOS L'INYONEI CHINUCH | ||||||||
| 770 EASTERN PARKWAY | BROOKLYN | NY | 11213 | NONE | PC | EDUCATION | $170,000 | |
| MESIVTHA TIFERETH JERUSALEM | ||||||||
| 145 EAST BROADWAY | NEW YORK | NY | 10002 | NONE | PC | EDUCATION | $36,000 | |
| MESORAH HERITAGE FOUNDATION | ||||||||
| 4401 SECOND AVENUE | BROOKLYN | NY | 11232 | NONE | PC | EDUCATION | $1,600,000 | |
| MIAMI BEACH JCC | ||||||||
| 4221 PINE TREE DRIVE | MIAMI BEACH | FL | 33140 | NONE | PC | COMMUNITY | $105,000 | |
| MOUNT SINAI MEDICAL CENTER FOUNDATION | ||||||||
| ASCHER BLDG SUITE 100 4300 ALTON | MIAMI BEACH | FL | 33140 | NONE | PC | COMMUNITY | $250,000 | ROAD |
| OAE PINSK KARLIN | ||||||||
| 1274 - 49TH STREET SUITE 213 | BROOKLYN | NY | 11219 | NONE | PC | RELIGIOUS | $72,000 | |
| OD YOSEF CHAI | ||||||||
| 18 NEW COUNTY ROAD | MONSEY | NY | 10592 | NONE | PC | EDUCATION | $18,000 | |
| OHR CHAIM CONGREGATION INC | ||||||||
| 317 WEST 4TH STREET | MIAMI BEACH | FL | 33140 | NONE | PC | RELIGIOUS | $36,000 | |
| OSU CHABAD HOUSE | ||||||||
| 6220 E DUBLIN GRANVILLE ROAD | NEW ALBANY | OH | 43054 | NONE | PC | RELIGIOUS | $40,000 | |
| PROCLAIMING JUSTICE TO THE NATIONS INC | ||||||||
| 2 - 1858 WILSON PIKE | FRANKLIN | TN | 370677506 | NONE | PC | EDUCATION | $5,000 | |
| SKYLAKE SYNAGOGUE | ||||||||
| 1850 NE 183RD STREET | NORTH MIAMI BEACH | FL | 33179 | NONE | EO | RELIGIOUS | $10,000 | |
| STOP THE SUFFERING ANIMAL RESCUE | ||||||||
| PO BOX 21703 | COLUMBUS | OH | 43221 | NONE | PC | COMMUNITY | $1,000 | |
| SUMMIT CT SHUL INC | ||||||||
| 102 SUMMIT CT | LAKEWOOD | NJ | 08701 | NONE | PC | RELIGIOUS | $50,000 | |
| SWC MUSEUM CORP | ||||||||
| 1399 SOUTH ROXBURY DRIVE | LOS ANGELES | CA | 90035 | NONE | PC | EDUCATION | $250,000 | |
| THE ALEPH INSTITUTE FL | ||||||||
| 9540 COLLINS AVENUE | MIAMI | FL | 331547127 | NONE | PC | EDUCATION | $54,000 | |
| THE OHIO STATE UNIVERSITY FOUNDATION | ||||||||
| 1480 WEST LANE AVENUE | COLUMBUS | OH | 43221 | NONE | PC | EDUCATION | $2,000,000 | |
| THE SEPHARDIC HERITAGE MUSEUM | ||||||||
| 25 WEST 39 STREET | NEW YORK | NY | 10018 | NONE | PC | EDUCATION | $26,000 | |
| TORAH SCHOOLS OF ISRAEL | ||||||||
| 40 EXCHANGE PLACE | NEW YORK | NY | 102690311 | NONE | PC | EDUCATION | $2,000 | |
| TOURO SYNAGOGUE | ||||||||
| 85 TOURO STREET | NEWPORT | RI | 02840 | NONE | PC | RELIGIOUS | $1,200 | |
| UNION OF ORTHODOX JEWISH CONGREGATIONS OF AMERICA | ||||||||
| 11 BROADWAY 13TH FLOOR | NEW YORK | NY | 10004 | NONE | PC | RELIGIOUS | $5,000 | |
| UNITED WAY OF CENTRAL OHIO | ||||||||
| PO BOX 951571 | CLEVELAND | OH | 44193 | NONE | PC | COMMUNITY | $25,000 | |
| WESTERN WALL HERITAGE FOUNDATION | ||||||||
| 587 FIFTH AVENUE 7TH FLOOR | NEW YORK | NY | 10017 | NONE | PC | HISTORICAL CONSERVATION | $260,000 | |
| YAD L'ACHIM | ||||||||
| 579 5TH AVENUE SUITE 1420 | NEW YORK | NY | 10017 | NONE | PC | RELIGIOUS | $3,600 | |
| YESHIVA TORAS YISRAEL | ||||||||
| 662 LEFFERTS AVENUE | BROOKLYN | NY | 11203 | NONE | PC | RELIGIOUS | $557,000 | |
| YESHIVA ELEMENTARY SCHOOL | ||||||||
| 1330 MEMORIAL HIGHWAY | MIAMI | FL | 33161 | NONE | PC | EDUCATION | $500 | |
| YESHIVA UNIVERSITY | ||||||||
| 500 WEST 185TH STREET BH 725 | NEW YORK | NY | 10033 | NONE | PC | EDUCATION | $50,000 | |
| MIKDASH ELIYAHU | ||||||||
| 2145 EAST 2ND ST | BROOKLYN | NY | 11223 | NONE | EO | RELIGIOUS | $1,800 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $15,888,940 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $267,963 | ExclusionAmt |
Net Rntl Incm Re Not Debt Fincd Prop NetRntlIncmReNotDebtFincdProp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 16 | ExclusionCd |
| Exclusion | $10,154 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $278,117 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $278,117 | 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 Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | JUBILEE LIMITED PARTNERSHIP | BusinessNameLine1Txt |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4300 EAST FIFTH AVE | AddressLine1Txt |
| City | COLUMBUS | CityNm |
| State Abbreviation | OH | StateAbbreviationCd |
| ZIP | 43219 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $13,075,000 | TotalContributionsAmt |
| Person Contribution | Yes (X) | PersonContributionInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | PROFESSIONAL FEES | CategoryTxt |
| Amt | $25,000 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Distribution From Corpus Election DistributionFromCorpusElection
| Field | Value | IRS element (for citing) |
|---|---|---|
| Election | PURSUANT TO TREASURY REGULATION 53.4942(A)-(3)(D)(2), THE FOUNDATION HEREBY ELECTS TO TREAT CURRENT YEAR QUALIFYING DISTRIBUTIONS IN EXCESS OF THE IMMEDIATELY PRECEDING TAX YEAR'S UNDISTRIBUTED INCOME AS BEING MADE OUT OF CORPUS. THE ELECTED AMOUNT IS $15,124,194. | ElectionDesc |
Expln Of Non Filing With AG Stmt ExplnOfNonFilingWithAGStmt
| Field | Value | IRS element (for citing) |
|---|---|---|
| Explanation | THE ATTORNEY GENERAL OF THE STATE OF OHIO DOES NOT REQUIRE THE FILING OF THE FEDERAL FORM 990-PF FOR 501 C(3) NONPROFIT ORGANIZATIONS. OHIO REQUIRES THE FILING OF A STATEMENT ENTITLED "VERIFICATION OF FILING WITH THE INTERNAL REVENUE SERVICE." | ExplanationTxt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (6 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| ADYEN STOCK (RJ ALEX BROWN ACCT) | $13,609 | $228,899 |
| AMERICAN EAGLE STOCK (RJ ALEX BROWN ACCT) | $4,033,176 | $7,957,200 |
| SALESFORCE.COM STOCK (MORGAN STANLEY ACCT) | $990,423 | $503,842 |
| ALPHABET STOCK (MORGAN STANLEY ACCT) | $993,584 | $617,610 |
| RINGCENTRAL STOCK (MORGAN STANLEY ACCT) | $999,945 | $138,060 |
| DBI STOCK (RJ ALEX BROWN ACCT) | $1,410,000 | $2,934,000 |
Loans From Officers Schedule LoansFromOfficersSchedule
Loans From Officer LoansFromOfficerGrp (2 entries)
| Loan OriginalLoanOriginalAmt | Balance DueBalanceDueAmt | NoteNoteDt | Loan MaturityLoanMaturityDt | Repayment TermsRepaymentTermsTxt | InterestInterestRt |
|---|---|---|---|---|---|
| JAY SCHOTTENSTEIN 2009-2011 SUBCHAP | |||||
| $10,315,917 | $7,265,917 | 2017-12 | 2023-11 | DUE AT THE MATURITY DATE | 0.000000000000 |
| JAY SCHOTTENSTEIN 2009-2011 SUBCHAP | |||||
| $11,995,917 | $7,265,917 | 2017-12 | 2023-11 | DUE AT THE MATURITY DATE | 0.000000000000 |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp (2 entries)
| DescDesc | BOY Book ValueBOYBookValueAmt | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| UTILITY DEPOSIT | $373 | $373 | $373 |
| CONSTRUCTION IN PROGRESS | $34,432 | $34,432 | $34,432 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (4 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FILING FEES - STATE OF OHIO | $200 | $0 | $0 |
| UTILITIES - EAST MAIN | $559 | $70 | $0 |
| REPAIRS & MAINTENANCE - EAST MAIN | $485 | $61 | $0 |
| OTHER CHARITABLE EXPENSE | -$2,500 | $0 | -$2,500 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| EXCISE TAX | $203,350 | $0 | $0 |
| REAL ESTATE TAX - EAST MAIN | $7,232 | $1,812 | $0 |
Comments