SAUL SCHOTTENSTEIN FOUNDATION B: Form 990PF, tax year 2020
View the entire original 990 at ProPublica ↗
- Organization
- SAUL SCHOTTENSTEIN FOUNDATION B (EIN 27-0167751)
- Tax period
- 2020-01-01 to 2020-12-31
- Filed
- 2022-01-20
- IRS object ID
- 202210209349101001
- Schema version
- 2020v4.1
- 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 Bonds Schedule
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Legal Fees Schedule
- Other Decreases Schedule
- Other Expenses Schedule
- Other Increases Schedule
- Other Liabilities Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2022-01-20T13:58:28-06:00 | ReturnTs |
| Tax Period End | 2020-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 310800053 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CLARK SCHAEFER HACKETT & CO | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 10100 INNOVATION DRIVE | AddressLine1Txt |
| City | DAYTON | CityNm |
| State Abbreviation | OH | StateAbbreviationCd |
| ZIP | 45342 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2020-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 270167751 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SAUL SCHOTTENSTEIN FOUNDATION B | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | SAUL | BusinessNameControlTxt |
| Phone | 5136212666 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3512 AULTWOODS LANE | AddressLine1Txt |
| City | CINCINNATI | CityNm |
| State Abbreviation | OH | StateAbbreviationCd |
| ZIP | 45208 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | JEFFREY HARRIS | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 5136212666 | PhoneNum |
| Signature | 2022-01-20 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | JEFFREY | PersonFirstNm |
| Person Last | HARRIS | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | ANNA M HELFEN CPA | PreparerPersonNm |
| PTIN | P01686651 | PTIN |
| Phone | 9372260070 | PhoneNum |
| Preparation | 2022-01-20 | PreparationDt |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 3 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2020 | TaxYr |
| Build TS | 2022-09-23 18:48:47Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $6,878,228 | 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 | $0 | ContriRcvdRevAndExpnssAmt |
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Dividends Rev And Expnss | $61,776 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $61,776 | DividendsNetInvstIncmAmt |
| Cap Gain Net Incm Net Invst Incm | $0 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $61,776 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $61,776 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $40,000 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $40,000 | CompOfcrDirTrstDsbrsChrtblAmt |
| Oth Empl Slrs Wgs Rev And Expnss | $33,249 | OthEmplSlrsWgsRevAndExpnssAmt |
| Oth Empl Slrs Wgs Net Invst Incm | $0 | OthEmplSlrsWgsNetInvstIncmAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $33,249 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Pension Empl Bnft Rev And Expnss | $11,737 | PensionEmplBnftRevAndExpnssAmt |
| Pension Empl Bnft Net Invst Incm | $5,906 | PensionEmplBnftNetInvstIncmAmt |
| Pension Empl Bnft Dsbrs Chrtbl | $5,831 | PensionEmplBnftDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $280 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $280 | LegalFeesNetInvstIncmAmt |
| Legal Fees Dsbrs Chrtbl | $0 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $8,850 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $8,650 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $200 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $2,357 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $0 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $2,357 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $57,804 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $530 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $28,645 | TaxesDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $1,987 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Net Invst Incm | $1,278 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $709 | TravConfMeetingDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $160,403 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $146,565 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $13,838 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $316,667 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $163,209 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $124,829 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $179,049 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $179,049 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $495,716 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $163,209 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $303,878 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$433,940 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $1,802,367 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $1,003,074 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $1,003,074 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $175,603 | CorporateStockBOYAmt |
| Corporate Stock EOY | $2,229,839 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $2,912,829 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $4,455,077 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $2,713,968 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $2,714,055 | CorporateBondsEOYFMVAmt |
| Invst Land Cost Or Other Basis | $4,874 | InvstLandCostOrOtherBasisAmt |
| Invst Land Accum Depreciation | $4,874 | InvstLandAccumDepreciationAmt |
| Other Investments BOY | $194,771 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $248,270 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $248,270 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $6,627,818 | TotalAssetsBOYAmt |
| Total Assets EOY | $6,195,151 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $6,878,228 | TotalAssetsEOYFMVAmt |
| Other Liabilities BOY | $5,897 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $703 | OtherLiabilitiesEOYAmt |
| Total Liabilities BOY | $5,897 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $703 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $6,621,921 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | $6,194,448 | NoDonorRstrNetAssestsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $6,621,921 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $6,194,448 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $6,627,818 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $6,195,151 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $6,621,921 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$433,940 | ExcessRevenueOverExpensesAmt |
| Other Increases | $6,505 | OtherIncreasesAmt |
| Subtotal | $6,194,486 | SubtotalAmt |
| Other Decreases | $38 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $6,194,448 | TotNetAstOrFundBalancesEOYAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $0 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $0 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $0 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $14,160 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $14,160 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $14,160 | OverpaymentAmt |
| Applied To ES Tax | $14,160 | 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 | WWW.SAULSCHOTTENSTEINFOUNDATIONB.ORG | WebsiteAddressTxt |
| Individual With Books | JEFFREY HARRIS | IndividualWithBooksNm |
| Phone | 5136212666 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3512 AULTWOODS LANE | AddressLine1Txt |
| City | CINCINNATI | CityNm |
| State Abbreviation | OH | StateAbbreviationCd |
| ZIP | 45208 | 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 | Yes (1) | UndistributedIncomePYInd |
| Undistributed Income PY1 | 2019 | UndistributedIncomePY1Yr |
| Undistributed Income PY2 | 2018 | UndistributedIncomePY2Yr |
| Undistr Incm Sect4942a2 Not App | Yes (1) | UndistrIncmSect4942a2NotAppInd |
| 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 (10 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| JEFFREY HARRIS | ||||||||
| 3512 AULTWOODS LANE | CINCINNATI | OH | 45208 | CHAIRMAN (SSFB) | 1.00 | $0 | $0 | $0 |
| SUSAN HARRIS | ||||||||
| 3512 AULTWOODS LANE | CINCINNATI | OH | 45208 | PRESIDENT (SSFB)/DIR. (JAS | 40.00 | $0 | $4,566 | $0 |
| JENNA HARRIS | ||||||||
| 3512 AULTWOODS LANE | CINCINNATI | OH | 45208 | ARTS FOR SOCIAL CHANGE GIV | 1.00 | $0 | $0 | $0 |
| JASON HARRIS | ||||||||
| 3512 AULTWOODS LANE | CINCINNATI | OH | 45208 | DISABILITIES ADVOCATE SPEA | 40.00 | $40,000 | $0 | $0 |
| DIANA MAIROSE | ||||||||
| 3512 AULTWOODS LANE | CINCINNATI | OH | 45208 | DIRECTOR (JASON'S CONNECTI | 1.00 | $0 | $0 | $0 |
| JOSEPH RITCHEY | ||||||||
| 3512 AULTWOODS LANE | CINCINNATI | OH | 45208 | DIRECTOR (JASON'S CONNECTI | 1.00 | $0 | $0 | $0 |
| NANCY GOLLOBIN | ||||||||
| 3512 AULTWOODS LANE | CINCINNATI | OH | 45208 | DIRECTOR (JASON'S CONNECTI | 1.00 | $0 | $0 | $0 |
| SANDY KOHN | ||||||||
| 3512 AULTWOODS LANE | CINCINNATI | OH | 45208 | DIRECTOR (JASON'S CONNECTI | 1.00 | $0 | $0 | $0 |
| ERIC CHAPMAN | ||||||||
| 3512 AULTWOODS LANE | CINCINNATI | OH | 45208 | DIRECTOR (JASON'S CONNECTI | 1.00 | $0 | $0 | $0 |
| DONNA ZARING | ||||||||
| 3512 AULTWOODS LANE | CINCINNATI | OH | 45208 | DIRECTOR (JASON'S CONNECTI | 1.00 | $0 | $0 | $0 |
Compensation Highest Paid Empl CompensationHighestPaidEmplGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | PAULETTE TERRY | PersonNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3512 AULTWOODS LANE | AddressLine1Txt |
| City | CINCINNATI | CityNm |
| State Abbreviation | OH | StateAbbreviationCd |
| ZIP | 45208 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Title | CHIEF ADMINISTRATIVE | TitleTxt |
| Average Hrs Per Wk Devoted To Pos | 40.00 | AverageHrsPerWkDevotedToPosRt |
| Compensation | $55,000 | CompensationAmt |
| Employee Benefits | $7,129 | EmployeeBenefitsAmt |
| Expense Account | $0 | ExpenseAccountAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| 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 | $5,049,700 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $1,473,153 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $6,522,853 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $6,522,853 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $97,843 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $6,425,010 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $321,251 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $321,251 | MinimumInvestmentReturnAmt |
| Total Tax | $0 | TotalTaxAmt |
| Distributable Before Adj | $321,251 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $321,251 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $321,251 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $303,878 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $303,878 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $303,878 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $321,251 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $309,826 | UndistributedIncomePYAmt |
| Prior Year1 | 2018 | PriorYear1Yr |
| Total For Prior Years | $7,248 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $303,878 | QualifyingDistributionsAmt |
| Applied To Year1 | $303,878 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $0 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $0 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $7,248 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $7,248 | Taxable1Amt |
| Taxable2 | $5,948 | Taxable2Amt |
| Undistributed Income CY | $321,251 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $0 | ExcessDistriCyovToNextYrAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Shareholder Manager | JEFFREY HARRIS | ShareholderManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (31 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|---|
| LASOUPE | ||||||||
| 915 E MCMILLAN ST | CINCINNATI | OH | 45206 | NONE | PC | TO SUPPORT CONTINUING OPERATIONS | $1,000 | |
| ASPERGERAUTISM NETWORK | ||||||||
| 51 WATERSTREET SUITE 206 | WATERTOWN | MA | 02472 | NONE | PC | TO SUPPORT CONTINUING OPERATIONS | $750 | |
| BURTON BLATT INSTITUTE AT SYRACUSE UNIVERSITY | ||||||||
| 900 S CROUSE AVENUE CROUSE-HINDS | SYRACUSE | NY | 13244 | NONE | PC | TO SUPPORT CONTINUING OPERATIONS | $25,000 | HALL SUITE 300 |
| CINCINNATI ART MUSEUM | ||||||||
| 953 EDEN PARK DR | CINCINNATI | OH | 45202 | NONE | PC | TO SUPPORT CONTINUING OPERATIONS | $1,500 | |
| DENVER ART MUSEUM | ||||||||
| 100 W 14TH AVE PKWY | DENVER | CO | 80204 | NONE | PC | TO SUPPORT CONTINUING OPERATIONS | $2,600 | |
| DENVER BOTANICAL GARDEN | ||||||||
| 1007 YORK ST | DENVER | CO | 80206 | NONE | PC | TO SUPPORT CONTINUING OPERATIONS | $2,525 | |
| EPISCOPAL DIOCESE OF SOUTHERN OHIO | ||||||||
| 412 SYCAMORE ST | CINCINNATI | OH | 45202 | NONE | PC | TO SUPPORT CONTINUING OPERATIONS | $300 | |
| FOOD BANK OF THE ROCKIES | ||||||||
| 10700 E 45TH AVE | DENVER | CO | 80239 | NONE | PC | TO SUPPORT CONTINUING OPERATIONS | $1,000 | |
| GREEN UMBRELLA DBA CROWN | ||||||||
| 5030 OAKLAWN DRIVE | CINCINNATI | OH | 45227 | NONE | PC | TO SUPPORT CONTINUING OPERATIONS | $11,375 | |
| JCC OF MANHATTAN REEL ABILITIES NYC | ||||||||
| 3603 VICTORY PARKWAY | CINCINNATI | OH | 45229 | NONE | PC | TO SUPPORT CONTINUING OPERATIONS | $1,000 | |
| JEWISH FEDERATION | ||||||||
| 525 VERSAILLES DR | DAYTON | OH | 45459 | NONE | PC | TO SUPPORT CONTINUING OPERATIONS | $10,000 | |
| KEN ANDERSON ALLIANCE | ||||||||
| 11260 CHESTER RD SUITE 280 | CINCINNATI | OH | 45246 | NONE | PC | TO SUPPORT CONTINUING OPERATIONS | $950 | |
| LIVING ARRANGEMENTS FOR THE DEVELOPMENTALLY DISABLED | ||||||||
| 3603 VICTORY PARKWAY | CINCINNATI | OH | 45229 | NONE | PC | TO SUPPORT CONTINUING OPERATIONS | $98,749 | |
| NATURE CENTER | ||||||||
| 4949 TEALTOWN RD | MILFORD | OH | 45150 | NONE | PC | TO SUPPORT CONTINUING OPERATIONS | $1,100 | |
| OHIO INNOCENCE PROJECT | ||||||||
| 2540 CLIFTON AVE | CINCINNATI | OH | 45221 | NONE | PC | TO SUPPORT CONTINUING OPERATIONS | $1,000 | |
| STARFIRE | ||||||||
| 5030 OAKLAWN DRIVE | CINCINNATI | OH | 45227 | NONE | PC | TO SUPPORT CONTINUING OPERATIONS | $600 | |
| POSITIVE EXPOSURE | ||||||||
| 14 EAST 109TH ST | NEW YORK | NY | 10029 | NONE | PC | TO SUPPORT CONTINUING OPERATIONS | $250 | |
| NAACP | ||||||||
| 4805 MT HOPE DRIVE | BALTIMORE | MD | 21215 | NONE | NC | TO SUPPORT CONTINUING OPERATIONS | $50 | |
| FEEDING AMERICA | ||||||||
| 161 N CLARK ST STE 700 | CHICAGO | IL | 60601 | NONE | PC | TO SUPPORT CONTINUING OPERATIONS | $980 | |
| FREESTORE FOODBANK | ||||||||
| 112 E LIBERTY ST | CINCINNATI | OH | 45202 | NONE | PC | TO SUPPORT CONTINUING OPERATIONS | $150 | |
| CINCINNATI PUBLIC RADIO DBA WVXU | ||||||||
| 1223 CENTRAL PARKWAY | CINCINNATI | OH | 45214 | NONE | PC | TO SUPPORT CONTINUING OPERATIONS | $200 | |
| URBAN NAMI | ||||||||
| 1556 BLAIR AVE | CINCINNATI | OH | 45207 | NONE | PC | TO SUPPORT CONTINUING OPERATIONS | $100 | |
| ISF FOUNDATION | ||||||||
| PO BOX 1760 | SANTA MONICA | CA | 90406 | NONE | PC | TO SUPPORT CONTINUING OPERATIONS | $200 | |
| BETH ADAM SYNAGOGUE | ||||||||
| 10001 LOVELAND MADEIRA RD | LOVELAND | OH | 45140 | NONE | PC | TO SUPPORT CONTINUING OPERATIONS | $200 | |
| PLANNED PARENTHOOD | ||||||||
| 224 N WILKINSON STREET | DAYTON | OH | 45402 | NONE | PC | TO SUPPORT CONTINUING OPERATIONS | $1,020 | |
| RESPECTABILITY | ||||||||
| 11333 WOODGLEN DRIVE 102 | ROCKVILLE | MD | 20852 | NONE | PC | TO SUPPORT CONTINUING OPERATIONS | $300 | |
| SYRACUSE UNIVERSITY COLLEGE OF LAW | ||||||||
| 950 IRVING AVE | SYRACUSE | NY | 13244 | NONE | PC | TO SUPPORT CONTINUING OPERATIONS | $3,000 | |
| TAFT MUSEUM OF ART | ||||||||
| 316 PIKE ST | CINCINNATI | OH | 45202 | NONE | PC | TO SUPPORT CONTINUING OPERATIONS | $1,250 | |
| WASSON WAY | ||||||||
| 2692 MADISON RD | CINCINNATI | OH | 45208 | NONE | PC | TO SUPPORT CONTINUING OPERATIONS | $750 | |
| WYOMING HIGH SCHOOL FOUNDATION | ||||||||
| 3512 AULTWOODS LANE | CINCINNATI | OH | 45208 | NONE | PC | TO SUPPORT CONTINUING OPERATIONS | $1,150 | |
| CINCINNATI ZOO | ||||||||
| 3400 VINE ST | CINCINNATI | OH | 45220 | NONE | PC | TO SUPPORT CONTINUING OPERATIONS | $10,000 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $179,049 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $61,776 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $61,776 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $61,776 | 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 |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $8,850 | Amt |
| Net Investment Income | $8,650 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $200 | DisbursementsCharitablePrpsAmt |
Expln Of Non Filing With AG Stmt ExplnOfNonFilingWithAGStmt
| Field | Value | IRS element (for citing) |
|---|---|---|
| Explanation | THE OHIO ATTORNEY GENERAL DOES NOT ACCEPT COPIES OF THE FORM 990-PF. INSTEAD, THE ORGANIZATION HAS COMPLIED WITH THE REQUIREMENTS OF THE OHIO ATTORNEY GENERAL TO COMPLETE A SEPARATE ONLINE FILING WITH THAT OFFICE. | ExplanationTxt |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond | CORPORATE BONDS | BondNm |
| EOY Book Value | $2,713,968 | EOYBookValueAmt |
| EOYFMV | $2,714,055 | EOYFMVAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | CORPORATE STOCK | StockNm |
| EOY Book Value | $2,229,839 | EOYBookValueAmt |
| EOYFMV | $2,912,829 | EOYFMVAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (2 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| SUSAN C. & JEFFREY P HARRIS FAMILY II, LLC | AT COST | $246,805 | $246,805 |
| ACCRUALS | AT COST | $1,465 | $1,465 |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL FEES | CategoryTxt |
| Legal Fees | $280 | LegalFeesAmt |
| Net Investment Income | $280 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | NONDEDUCTIBLE EXP. FROM K-1 SUSAN C. AND JEFFREY P. HARRIS FAMILY II, LLC | Desc |
| Amt | $38 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (14 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| ADVERTISING | $4,274 | $100 | $4,174 |
| BANK FEES | $297 | $175 | $122 |
| BLOG FEES | $120 | $0 | $120 |
| CAPITAL LOSS ON INVESTMENT PROPERTY | $133,791 | $133,791 | $0 |
| CHARITABLE CONT. FROM K-1 SUSAN C. & JEFFREY P. HARRIS FAMILY II, LLC | $6 | $0 | $6 |
| DUES & SUBSCRIPTIONS | $676 | $676 | $0 |
| INSURANCE | $5,822 | $0 | $5,822 |
| INVESTMENT FEES | $5,021 | $5,021 | $0 |
| OFFICE EXPENSES | $1,509 | $1,032 | $477 |
| ORDINARY BUSINESS INCOME FROM K-1 SUSAN C. & JEFFREY P. HARRIS FAMILY II, LL | $3,773 | $3,773 | $0 |
| PARKING | $82 | $82 | $0 |
| SUPPLIES | $431 | $431 | $0 |
| TELEPHONE | $661 | $661 | $0 |
| WEB HOSTING | $3,940 | $823 | $3,117 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | PRIOR PERIOD ADJUSTMENT | Desc |
| Amt | $6,505 | Amt |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | AMEX LIABILITY | Desc |
| BOY Book Value | $5,897 | BOYBookValueAmt |
| EOY Book Value | $703 | EOYBookValueAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | PAYROLL PROCESSING FEES | CategoryTxt |
| Amt | $2,357 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $2,357 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (4 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FOREIGN TAXES PAID | $530 | $530 | $0 |
| OHIO ATTORNEY GENERAL FILING FEE (SAUL SCHOTTENSTEIN FOUNDATION B) | $200 | $0 | $200 |
| PAYROLL TAXES | $28,445 | $0 | $28,445 |
| TAX IRS PAYMENT | $28,629 | $0 | $0 |
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