JAY AND JEANIE SCHOTTENSTEIN FOUNDATION: Form 990PF, tax year 2021
View the entire original 990 at ProPublica ↗
- Organization
- JAY AND JEANIE SCHOTTENSTEIN FOUNDATION (EIN 31-1111955)
- Tax period
- 2021-01-01 to 2021-12-31
- Filed
- 2022-11-10
- IRS object ID
- 202213149349100316
- Schema version
- 2021v4.2
- 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
- General Explanation Attachment
- Investments Corp Stock Schedule
- Loans From Officers Schedule
- Other Assets Schedule
- Other Decreases Schedule
- Other Expenses Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2022-11-10T09:01:32-06:00 | ReturnTs |
| Tax Period End | 2021-12-31 | 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 | CHARLES SPICER 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 | 2021-01-01 | 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 C SPICER INC 4300 E FIFTH AVE | 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 | 2022-11-10 | 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 |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | CHARLES J SPICER | PreparerPersonNm |
| PTIN | P00745390 | PTIN |
| Phone | 6144494253 | PhoneNum |
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 | 2021 | 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 | $27,463,075 | 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 | $14,625,130 | ContriRcvdRevAndExpnssAmt |
| Dividends Rev And Expnss | $386,793 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $386,793 | DividendsNetInvstIncmAmt |
| Gross Rents Rev And Expnss | $14,920 | GrossRentsRevAndExpnssAmt |
| Gross Rents Net Invst Incm | $14,920 | GrossRentsNetInvstIncmAmt |
| Net Rental Income Or Loss | $10,536 | NetRentalIncomeOrLossAmt |
| Net Gain Sale Ast Rev And Expnss | $14,232,158 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $17,632,546 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $14,232,158 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $29,259,001 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $14,633,871 | 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 | $40,000 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $0 | AccountingFeesChrtblPrpsAmt |
| Taxes Rev And Expnss | $19,478 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $1,787 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Deprec And Dpltn Rev And Expnss | $27,963 | DeprecAndDpltnRevAndExpnssAmt |
| Deprec And Dpltn Net Invst Incm | $1,577 | DeprecAndDpltnNetInvstIncmAmt |
| Other Expenses Rev And Expnss | $8,339 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $1,020 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $95,780 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $4,384 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $17,769,642 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $17,769,642 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $17,865,422 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $4,384 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $17,769,642 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $11,393,579 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $14,629,487 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $64,934 | CashBOYAmt |
| Cash EOY | $40,225 | CashEOYAmt |
| Cash EOYFMV | $40,225 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $1,086,167 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $2,756,379 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $2,756,379 | SavAndTempCashInvstEOYFMVAmt |
| Prepaid Expenses BOY | $9,785 | PrepaidExpensesBOYAmt |
| Prepaid Expenses EOY | $210,000 | PrepaidExpensesEOYAmt |
| Prepaid Expenses EOYFMV | $210,000 | PrepaidExpensesEOYFMVAmt |
| Corporate Stock BOY | $5,722,906 | CorporateStockBOYAmt |
| Corporate Stock EOY | $8,440,737 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $21,842,134 | CorporateStockEOYFMVAmt |
| Invst Land Cost Or Other Basis | $1,765,172 | InvstLandCostOrOtherBasisAmt |
| Invst Land Accum Depreciation | $388,872 | InvstLandAccumDepreciationAmt |
| Land Bldg Investments BOY | $1,368,608 | LandBldgInvestmentsBOYAmt |
| Land Bldg Investments EOY | $1,376,300 | LandBldgInvestmentsEOYAmt |
| Land Bldg Investments EOYFMV | $2,579,532 | LandBldgInvestmentsEOYFMVAmt |
| Other Assets BOY | $34,805 | OtherAssetsBOYAmt |
| Other Assets EOY | $34,805 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $34,805 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $8,287,205 | TotalAssetsBOYAmt |
| Total Assets EOY | $12,858,446 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $27,463,075 | TotalAssetsEOYFMVAmt |
| Accounts Payable BOY | $635 | AccountsPayableBOYAmt |
| Accounts Payable EOY | $4,800 | AccountsPayableEOYAmt |
| Loans From Officers BOY | $20,311,834 | LoansFromOfficersBOYAmt |
| Loans From Officers EOY | $14,531,834 | LoansFromOfficersEOYAmt |
| Total Liabilities BOY | $20,312,469 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $14,536,634 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | -$12,025,264 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | -$1,678,188 | NoDonorRstrNetAssestsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | -$12,025,264 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | -$1,678,188 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $8,287,205 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $12,858,446 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | -$12,025,264 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $11,393,579 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | -$631,685 | SubtotalAmt |
| Other Decreases | $1,046,503 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | -$1,678,188 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Property | PUBLICLY TRADED SECURITIES | PropertyDesc |
| How Acquired | P | HowAcquiredCd |
| Gross Sales Price | $17,632,546 | GrossSalesPriceAmt |
| Cost Or Other Basis | $3,400,388 | CostOrOtherBasisAmt |
| Gain Or Loss | $14,232,158 | GainOrLossAmt |
| Gains Minus Excess Or Losses | $14,232,158 | GainsMinusExcessOrLossesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $14,232,158 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $203,350 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $203,350 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $203,350 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $210,000 | 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 | $210,000 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $6,650 | OverpaymentAmt |
| Applied To ES Tax | $6,650 | 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 | CHARLES SPICER INC | IndividualWithBooksNm |
| Phone | 6144494253 | 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 CHARLES SPICER INC 4300 EAST | FIFTH AVE | COLUMBUS | OH | 43219 | PRESIDENT | 1.00 | $0 | $0 | $0 |
| JEAN SCHOTTENSTEIN | |||||||||
| C/O CHARLES SPICER INC 4300 EAST | FIFTH AVE | COLUMBUS | OH | 43219 | SECRETARY & TREASURER | 0.00 | $0 | $0 | $0 |
| JOSEPH SCHOTTENSTEIN | |||||||||
| C/O CHARLES SPICER 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 | |
| JEFFREY SCHOTTENSTEIN | |||||||||
| 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 | $27,016,463 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $2,727,429 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $244,805 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $29,988,697 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $29,988,697 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $449,830 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $29,538,867 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $1,476,943 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $1,476,943 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $203,350 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $203,350 | TotalTaxAmt |
| Distributable Before Adj | $1,273,593 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $1,273,593 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $1,273,593 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $17,769,642 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $17,769,642 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $1,273,593 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr1 | $1,041,225 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $1,041,225 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $17,769,642 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $16,496,049 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $1,273,593 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $17,537,274 | 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 | $14,625,130 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $2,912,144 | ExcessDistriCyovToNextYrAmt |
| Excess From Current Year | $2,912,144 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | JAY SCHOTTENSTEIN | ContributingManagerNm |
| Contributing Manager | JOSEPH SCHOTTENSTEIN | ContributingManagerNm |
| Contributing Manager | JONATHAN SCHOTTENSTEIN | ContributingManagerNm |
| Contributing Manager | JEFFREY SCHOTTENSTEIN | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (63 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 | $237,276 | |
| 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 | $118,000 | |
| AMERICAN FRIENDS OF CHASDEI YOSEPH | ||||||||
| 1368-57TH STREET | BROOKLYN | NY | 11219 | NONE | PC | RELIGIOUS | $240,000 | |
| AMERICAN FRIENDS OF MIGDAL OHR | ||||||||
| 1325 AVENUE OF THE AMERICANS 28TH | NEW YORK | NY | 10019 | NONE | PC | COMMUNITY | $150,000 | FLOOR |
| AMERICAN FRIENDS OF NISHMAT INC | ||||||||
| 271 MADISON AVENUE 3RD FLOOR | NEW YORK | NY | 10016 | NONE | PC | EDUCATION | $407,207 | |
| BATYA | ||||||||
| 208 EAST 51ST STREET SUITE 303 | NEW YORK | NY | 10022 | NONE | PC | RELIGIOUS | $51,345 | |
| BETH JACOB CONGREGATION | ||||||||
| 1223 COLLEGE AVENUE | COLUMBUS | OH | 43209 | NONE | PC | RELIGIOUS | $10,000 | |
| BEXLEY COMMUNITY FOUNDATION | ||||||||
| 552 SOUTH DREXEL AVENUE | BEXLEY | OH | 43209 | NONE | PC | COMMUNITY | $10,000 | |
| BROTHERS FOR LIFE | ||||||||
| 270 SOUTH HANFORD STREET 207 | SEATTLE | WA | 98134 | NONE | PC | COMMUNITY | $318,238 | |
| CARIBBEAN JEWISH COMMUNITY | ||||||||
| 1483 CARROLL ST | BROOKLYN | NY | 11213 | NONE | PC | COMMUNITY | $25,000 | |
| CHABAD OF KEY BISCAYNE INC | ||||||||
| 211 GREENWOOD DRIVE | KEY BISCAYNE | FL | 33149 | NONE | PC | EDUCATION | $78,000 | |
| CHABAD OF THE NORTH SHORE | ||||||||
| 44 BURRILL STREET | SWAMPSCOTT | MA | 01907 | NONE | PC | RELIGIOUS | $36,000 | |
| 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 | $71,320 | |
| COLUMBUS JEWISH FEDERATION | ||||||||
| 1175 COLLEGE AVENUE | COLUMBUS | OH | 43209 | NONE | PC | RELIGIOUS | $200,000 | |
| COLUMBUS JEWISH FOUNDATION | ||||||||
| 1223 COLLEGE AVENUE | COLUMBUS | OH | 43209 | NONE | PC | RELIGIOUS | $50,000 | |
| COLUMBUS MUSEUM OF ART | ||||||||
| 480 E BROAD ST | COLUMBUS | OH | 43215 | NONE | PC | COMMUNITY | $31,114 | |
| COLUMBUS TORAH ACADEMY | ||||||||
| 181 NOE BIXBY ROAD | COLUMBUS | OH | 43213 | NONE | PC | EDUCATION | $268,500 | |
| CONGREGATOIN AHAVAS SHOLOM | ||||||||
| 2568 EAST BROAD STREET | COLUMBUS | OH | 43209 | NONE | PC | RELIGIOUS | $500 | |
| CONGREGATION TORAT EMET | ||||||||
| 2375 E MAIN ST | COLUMBUS | OH | 43209 | NONE | PC | RELIGIOUS | $169,500 | |
| DIASPORA YESHIVA TORAS YISRAEL | ||||||||
| 662 LEFFERTS AVE | BROOKLYN | NY | 11203 | NONE | PC | RELIGIOUS | $460,000 | |
| EDUCATIONAL OPPORTUNITY FUND INC | ||||||||
| 825 FOREST AVENUE | LAKEWOOD | NJ | 08701 | NONE | PC | EDUCATION | $500 | |
| FRIENDS OF OHEL MIRIAM INC | ||||||||
| 1574 45TH STREET | BROOKLYN | NY | 11219 | NONE | PC | RELIGIOUS | $2,500 | |
| FRIENDS OF THE ISRAEL DEFENSE FORCES | ||||||||
| 2040 NE 163RD STREET SUITE 207 | NORTH MIAMI BEACH | FL | 33162 | NONE | PC | COMMUNITY | $500,000 | |
| FRIENDS OF ISRAEL ANTIQUITIES AUTHORITY | ||||||||
| 1801 NE 123RD STREET SUITE 301 | N MIAMI | FL | 33181 | NONE | PC | RELIGIOUS | $4,820,866 | |
| GEMILOS CHASADIM CHASDEI MOSHE | ||||||||
| 1412 AVENUE M SUITE 2373 | BROOKLYN | NY | 11230 | NONE | PC | COMMUNITY | $2,072,000 | |
| GLSEN INC | ||||||||
| 110 WILLIAM STREET 30TH FLOOR | NEW YORK | NY | 10038 | NONE | PC | COMMUNITY | $35,152 | |
| GREATER MIAMI JEWISH FEDERATION | ||||||||
| 4200 BISCAYNE BLVD | MIAMI | FL | 33137 | NONE | PC | COMMUNITY | $108,234 | |
| 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 | $1,154,906 | |
| HILLEL FOUNDATION | ||||||||
| 46 E 16TH AVENUE | COLUMBUS | OH | 43201 | NONE | PC | EDUCATION | $25,000 | |
| JEWISH BOOK TRUST INC | ||||||||
| 2723 WEST TOUGHY AVE | CHICAGO | IL | 60645 | 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 | |
| KNESSET YEHUDA | ||||||||
| 848 E 13TH STREET | BROOKLYN | NY | 11230 | NONE | PC | RELIGIOUS | $2,000 | |
| MACHNE ISRAEL | ||||||||
| 770 EASTERN PARKWAY SUITE 405 | BROOKLYN | NY | 11213 | NONE | PC | RELIGIOUS | $49,126 | |
| MESIVTHA TIFERETH JERUSALEM | ||||||||
| 145 EAST BROADWAY | NEW YORK | NY | 10002 | NONE | PC | EDUCATION | $10,000 | |
| MESORAH HERITAGE FOUNDATION | ||||||||
| 4401 SECOND AVENUE | BROOKLYN | NY | 11232 | NONE | PC | EDUCATION | $1,118,970 | |
| MORASHA OLAMI | ||||||||
| 111 JOHN STREET SUITE 1720 | NEW YORK | NY | 10038 | NONE | PC | COMMUNITY | $9,025 | |
| MOUNT SINAI MEDICAL CENTER FOUNDATION | ||||||||
| ASCHER BLDG SUITE 100 4300 ALTON | MIAMI BEACH | FL | 33140 | NONE | PC | COMMUNITY | $277,186 | 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 | $36,000 | |
| OHR CHAIM CONGREGATION INC | ||||||||
| 317 WEST 4TH STREET | MIAMI BEACH | FL | 33140 | NONE | PC | RELIGIOUS | $59,000 | |
| OSU CHABAD HOUSE | ||||||||
| 6220 E DUBLIN GRANVILLE ROAD | NEW ALBANY | OH | 43054 | NONE | PC | RELIGIOUS | $234,000 | |
| PEF ISRAEL ENDOWMENTS INC | ||||||||
| 630 THIRD AVENUE SUITE 1500 | NEW YORK | NY | 10017 | NONE | PC | COMMUNITY | $20,000 | |
| PROCLAIMING JUSTICE TO THE NATIONS INC | ||||||||
| 2 - 1858 WILSON PIKE | FRANKLIN | TN | 370677506 | NONE | PC | EDUCATION | $5,000 | |
| RABBINCAL COUNCIL OF AMERICA | ||||||||
| 305 SEVENTH AVENUE 12TH FLOOR | NEW YORK | NY | 10001 | NONE | PC | COMMUNITY | $10,000 | |
| SIMON WIESENTHAL CENTER | ||||||||
| 1399 SOUTH ROXBURY DRIVE | LOS ANGELES | CA | 90035 | NONE | PC | EDUCATION | $250,000 | |
| SKYLAKE SYNAGOGUE | ||||||||
| 1850 NE 183RD STREET | NORTH MIAMI BEACH | FL | 33179 | NONE | PC | RELIGIOUS | $10,000 | |
| SUMMIT CT SHUL INC | ||||||||
| 102 SUMMIT CT | LAKEWOOD | NJ | 08701 | NONE | PC | RELIGIOUS | $50,000 | |
| THE ALEPH INSTITUTE FL | ||||||||
| 9540 COLLINS AVENUE | MIAMI | FL | 331547127 | NONE | PC | EDUCATION | $18,000 | |
| THE OHIO STATE UNIVERSITY FOUNDATION | ||||||||
| 1480 WEST LANE AVENUE | COLUMBUS | OH | 43221 | NONE | PC | EDUCATION | $2,000,498 | |
| TORAH SCHOOLS OF ISRAEL | ||||||||
| 40 EXCHANGE PLACE | NEW YORK | NY | 102690311 | NONE | PC | EDUCATION | $1,000 | |
| TOURO SYNAGOGUE | ||||||||
| 85 TOURO STREET | NEWPORT | RI | 02840 | NONE | PC | RELIGIOUS | $25,552 | |
| UNION OF ORTHODOX JEWISH CONGREGATIONS OF AMERICA | ||||||||
| 11 BROADWAY 13TH FLOOR | NEW YORK | NY | 10004 | NONE | PC | RELIGIOUS | $10,000 | |
| UNITED WAY OF CENTRAL OHIO | ||||||||
| PO BOX 951571 | CLEVELAND | OH | 44193 | NONE | PC | COMMUNITY | $78,930 | |
| WESTERN WALL HERITAGE FOUNDATION | ||||||||
| 587 FIFTH AVENUE 7TH FLOOR | NEW YORK | NY | 10017 | NONE | PC | HISTORICAL CONSERVATION | $587,597 | |
| 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 | $850,000 | |
| YESHIVA UNIVERSITY | ||||||||
| 500 WEST 185TH STREET BH 725 | NEW YORK | NY | 10033 | NONE | PC | EDUCATION | $50,000 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $17,769,642 | 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 | $386,793 | ExclusionAmt |
Net Rntl Incm Re Not Debt Fincd Prop NetRntlIncmReNotDebtFincdProp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 16 | ExclusionCd |
| Exclusion | $10,536 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $14,232,158 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $14,629,487 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $14,629,487 | 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 (4 entries)
| ContributorContributorNum | Address Line1ContributorUSAddress/AddressLine1Txt | CityContributorUSAddress/CityNm | State AbbreviationContributorUSAddress/StateAbbreviationCd | ZIPContributorUSAddress/ZIPCd | Total ContributionsTotalContributionsAmt | Noncash ContributionNoncashContributionInd |
|---|---|---|---|---|---|---|
| JAY SCHOTTENSTEIN | ||||||
| 1 | 4300 EAST FIFTH AVE | COLUMBUS | OH | 43219 | $3,656,209 | Yes (X) |
| JOSEPH SCHOTTENSTEIN | ||||||
| 2 | 4300 EAST FIFTH AVE | COLUMBUS | OH | 43219 | $3,656,395 | Yes (X) |
| JONATHAN SCHOTTENSTEIN | ||||||
| 3 | 4300 EAST FIFTH AVE | COLUMBUS | OH | 43219 | $3,656,263 | Yes (X) |
| JEFFREY SCHOTTENSTEIN | ||||||
| 4 | 4300 EAST FIFTH AVE | COLUMBUS | OH | 43219 | $3,656,263 | Yes (X) |
Non Cash Property Contribution NonCashPropertyContributionGrp (24 entries)
| ContributorContributorNum | Noncash PropertyNoncashPropertyDesc | Fair Market ValueFairMarketValueAmt | ReceivedReceivedDt |
|---|---|---|---|
| 1 | ADYYF STOCK | $607,208 | 2021-06-28 |
| 1 | DATADOG STOCK | $1,464,058 | 2021-08-05 |
| 1 | DATADOG STOCK | $792,656 | 2021-08-05 |
| 1 | DATADOG STOCK | $272,215 | 2021-12-22 |
| 1 | FASTLY STOCK | $255,043 | 2021-12-22 |
| 1 | ADYYF STOCK | $265,029 | 2021-12-22 |
| 2 | ADYYF STOCK | $607,208 | 2021-06-28 |
| 2 | DATADOG STOCK | $1,464,058 | 2021-08-05 |
| 2 | DATADOG STOCK | $792,656 | 2021-08-05 |
| 2 | DATADOG STOCK | $273,246 | 2021-12-23 |
| 2 | FASTLY STOCK | $253,410 | 2021-12-23 |
| 2 | ADYYF STOCK | $265,817 | 2021-12-23 |
| 3 | ADYYF STOCK | $607,208 | 2021-06-28 |
| 3 | DATADOG STOCK | $1,463,926 | 2021-08-05 |
| 3 | DATADOG STOCK | $792,656 | 2021-08-05 |
| 3 | DATADOG STOCK | $273,246 | 2021-12-23 |
| 3 | FASTLY STOCK | $253,410 | 2021-12-23 |
| 3 | ADYYF STOCK | $265,817 | 2021-12-23 |
| 4 | ADYYF STOCK | $607,208 | 2021-06-28 |
| 4 | DATADOG STOCK | $1,463,926 | 2021-08-05 |
| 4 | DATADOG STOCK | $792,656 | 2021-08-05 |
| 4 | DATADOG STOCK | $273,246 | 2021-12-23 |
| 4 | FASTLY STOCK | $253,410 | 2021-12-23 |
| 4 | ADYYF STOCK | $265,817 | 2021-12-23 |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | PROFESSIONAL FEES | CategoryTxt |
| Amt | $40,000 | 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 $16,496,049 | 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 |
General Explanation Attachment GeneralExplanationAttachment
General Explanation GeneralExplanationGrp (3 entries)
| IdentifierIdentifierTxt | Form And Line ReferenceFormAndLineReferenceDesc | Medium ExplanationMediumExplanationTxt |
|---|---|---|
| CONTRIBUTION DETAIL | PART I, LINE 25 | RECIPIENT: AGUDATH ISRAEL OF AMERICAPROPERTY DESCRIPTION: ADYEN NV STOCKBOOK VALUE: 9,188.23 METHOD TO DETERMINE BOOK VALUE: DONOR'S BASISFMV: 237,276.00 METHOD TO DETERMINE FMV: AVERAGE OF HIGH/LOWDATE OF CONTRIBUTION: 3/29/2021 RECIPIENT: AMERICAN FRIENDS OF BNAI LEVY FOUNDATIONPROPERTY DESCRIPTION: CASHBOOK VALUE: 18,000.00 METHOD TO DETERMINE BOOK VALUE: CASHFMV: 18,000.00 METHOD TO DETERMINE FMV: CASHDATE OF CONTRIBUTION: 8/17/2021 RECIPIENT: AMERICAN FRIENDS OF BNAI LEVY FOUNDATIONPROPERTY DESCRIPTION: CASHBOOK VALUE: 100,000.00 METHOD TO DETERMINE BOOK VALUE: CASHFMV: 100,000.00 METHOD TO DETERMINE FMV: CASHDATE OF CONTRIBUTION: 9/21/2021 RECIPIENT: AMERICAN FRIENDS OF CHASDEI YOSEPHPROPERTY DESCRIPTION: CASHBOOK VALUE: 10,000.00 METHOD TO DETERMINE BOOK VALUE: CASHFMV: 10,000.00 METHOD TO DETERMINE FMV: CASHDATE OF CONTRIBUTION: 1/1/2021 RECIPIENT: AMERICAN FRIENDS OF CHASDEI YOSEPHPROPERTY DESCRIPTION: CASHBOOK VALUE: 10,000.00 METHOD TO DETERMINE BOOK VALUE: CASHFMV: 10,000.00 METHOD TO DETERMINE FMV: CASHDATE OF CONTRIBUTION: 2/1/2021 RECIPIENT: AMERICAN FRIENDS OF CHASDEI YOSEPHPROPERTY DESCRIPTION: CASHBOOK VALUE: 10,000.00 METHOD TO DETERMINE BOOK VALUE: CASHFMV: 10,000.00 METHOD TO DETERMINE FMV: CASHDATE OF CONTRIBUTION: 3/2/2021 RECIPIENT: AMERICAN FRIENDS OF CHASDEI YOSEPHPROPERTY DESCRIPTION: CASHBOOK VALUE: 10,000.00 METHOD TO DETERMINE BOOK VALUE: CASHFMV: 10,000.00 METHOD TO DETERMINE FMV: CASHDATE OF CONTRIBUTION: 3/26/2021 RECIPIENT: AMERICAN FRIENDS OF CHASDEI YOSEPHPROPERTY DESCRIPTION: CASHBOOK VALUE: 10,000.00 METHOD TO DETERMINE BOOK VALUE: CASHFMV: 10,000.00 METHOD TO DETERMINE FMV: CASHDATE OF CONTRIBUTION: 5/1/2021 RECIPIENT: AMERICAN FRIENDS OF CHASDEI YOSEPHPROPERTY DESCRIPTION: CASHBOOK VALUE: 10,000.00 METHOD TO DETERMINE BOOK VALUE: CASHFMV: 10,000.00 METHOD TO DETERMINE FMV: CASHDATE OF CONTRIBUTION: 6/10/2021 RECIPIENT: AMERICAN FRIENDS OF CHASDEI YOSEPHPROPERTY DESCRIPTION: CASHBOOK VALUE: 10,000.00 METHOD TO DETERMINE BOOK VALUE: CASHFMV: 10,000.00 METHOD TO DETERMINE FMV: CASHDATE OF CONTRIBUTION: 7/7/2021 RECIPIENT: AMERICAN FRIENDS OF CHASDEI YOSEPHPROPERTY DESCRIPTION: CASHBOOK VALUE: 10,000.00 METHOD TO DETERMINE BOOK VALUE: CASHFMV: 10,000.00 METHOD TO DETERMINE FMV: CASHDATE OF CONTRIBUTION: 8/1/2021 RECIPIENT: AMERICAN FRIENDS OF CHASDEI YOSEPHPROPERTY DESCRIPTION: CASHBOOK VALUE: 10,000.00 METHOD TO DETERMINE BOOK VALUE: CASHFMV: 10,000.00 METHOD TO DETERMINE FMV: CASHDATE OF CONTRIBUTION: 9/7/2021 RECIPIENT: AMERICAN FRIENDS OF CHASDEI YOSEPHPROPERTY DESCRIPTION: CASHBOOK VALUE: 10,000.00 METHOD TO DETERMINE BOOK VALUE: CASHFMV: 10,000.00 METHOD TO DETERMINE FMV: CASHDATE OF CONTRIBUTION: 10/1/2021 RECIPIENT: AMERICAN FRIENDS OF CHASDEI YOSEPHPROPERTY DESCRIPTION: CASHBOOK VALUE: 10,000.00 METHOD TO DETERMINE BOOK VALUE: CASHFMV: 10,000.00 METHOD TO DETERMINE FMV: CASHDATE OF CONTRIBUTION: 11/1/2021 RECIPIENT: AMERICAN FRIENDS OF CHASDEI YOSEPHPROPERTY DESCRIPTION: CASHBOOK VALUE: 10,000.00 METHOD TO DETERMINE BOOK VALUE: CASHFMV: 10,000.00 METHOD TO DETERMINE FMV: CASHDATE OF CONTRIBUTION: 12/14/2021 RECIPIENT: AMERICAN FRIENDS OF CHASDEI YOSEPHPROPERTY DESCRIPTION: CASHBOOK VALUE: 120,000.00 METHOD TO DETERMINE BOOK VALUE: CASHFMV: 120,000.00 METHOD TO DETERMINE FMV: CASHDATE OF CONTRIBUTION: 12/22/2021 RECIPIENT: AMERICAN FRIENDS OF MIGDAL OHRPROPERTY DESCRIPTION: CASHBOOK VALUE: 150,000.00 METHOD TO DETERMINE BOOK VALUE: CASHFMV: 150,000.00 METHOD TO DETERMINE FMV: CASHDATE OF CONTRIBUTION: 12/22/2021 RECIPIENT: AMERICAN FRIENDS OF NISHMAT, INC.PROPERTY DESCRIPTION: ADYEN NV STOCKBOOK VALUE: 5,359.87 METHOD TO DETERMINE BOOK VALUE: DONOR'S BASISFMV: 196,018.20 METHOD TO DETERMINE FMV: AVERAGE OF HIGH/LOWDATE OF CONTRIBUTION: 8/26/2021 RECIPIENT: AMERICAN FRIENDS OF NISHMAT, INC.PROPERTY DESCRIPTION: ADYEN NV STOCKBOOK VALUE: 6,558.52 METHOD TO DETERMINE BOOK VALUE: DONOR'S BASISFMV: 211,189.20 METHOD TO DETERMINE FMV: AVERAGE OF HIGH/LOWDATE OF CONTRIBUTION: 12/28/2021 RECIPIENT: BATYA - FRIENDS OF UNITED HATZALAHPROPERTY DESCRIPTION: ADYEN NV STOCKBOOK VALUE: 1,871.70 METHOD TO DETERMINE BOOK VALUE: DONOR'S BASISFMV: 51,345.25 METHOD TO DETERMINE FMV: AVERAGE OF HIGH/LOWDATE OF CONTRIBUTION: 6/11/2021 RECIPIENT: BETH JACOB SYNAGOGUEPROPERTY DESCRIPTION: CASHBOOK VALUE: 10,000.00 METHOD TO DETERMINE BOOK VALUE: CASHFMV: 10,000.00 METHOD TO DETERMINE FMV: CASHDATE OF CONTRIBUTION: 10/1/2021 RECIPIENT: BEXLEY COMMUNITY FOUNDATIONPROPERTY DESCRIPTION: CASHBOOK VALUE: 10,000.00 METHOD TO DETERMINE BOOK VALUE: CASHFMV: 10,000.00 METHOD TO DETERMINE FMV: CASHDATE OF CONTRIBUTION: 12/7/2021 RECIPIENT: BROTHERS FOR LIFEPROPERTY DESCRIPTION: CASHBOOK VALUE: 318,238.00 METHOD TO DETERMINE BOOK VALUE: CASHFMV: 318,238.00 METHOD TO DETERMINE FMV: CASHDATE OF CONTRIBUTION: 12/17/2021 RECIPIENT: CARIBBEAN JEWISH COMMUNITYPROPERTY DESCRIPTION: CASHBOOK VALUE: 25,000.00 METHOD TO DETERMINE BOOK VALUE: CASHFMV: 25,000.00 METHOD TO DETERMINE FMV: CASHDATE OF CONTRIBUTION: 9/2/2021 RECIPIENT: CHABAD LUBAVITCH CENTERPROPERTY DESCRIPTION: UBER STOCKBOOK VALUE: 1,001.98 METHOD TO DETERMINE BOOK VALUE: DONOR'S BASISFMV: 1,376.10 METHOD TO DETERMINE FMV: AVERAGE OF HIGH/LOWDATE OF CONTRIBUTION: 7/20/2021 RECIPIENT: CHABAD LUBAVITCH CENTERPROPERTY DESCRIPTION: ADYEN NV STOCKBOOK VALUE: 1,616.47 METHOD TO DETERMINE BOOK VALUE: DONOR'S BASISFMV: 47,749.85 METHOD TO DETERMINE FMV: AVERAGE OF HIGH/LOWDATE OF CONTRIBUTION: 7/20/2021 RECIPIENT: CHABAD OF KEY BISCAYNE, INCPROPERTY DESCRIPTION: CASHBOOK VALUE: 6,500.00 METHOD TO DETERMINE BOOK VALUE: CASHFMV: 6,500.00 METHOD TO DETERMINE FMV: CASHDATE OF CONTRIBUTION: 1/1/2021 RECIPIENT: CHABAD OF KEY BISCAYNE, INCPROPERTY DESCRIPTION: CASHBOOK VALUE: 6,500.00 METHOD TO DETERMINE BOOK VALUE: CASHFMV: 6,500.00 METHOD TO DETERMINE FMV: CASHDATE OF CONTRIBUTION: 2/1/2021 RECIPIENT: CHABAD OF KEY BISCAYNE, INCPROPERTY DESCRIPTION: CASHBOOK VALUE: 6,500.00 METHOD TO DETERMINE BOOK VALUE: CASHFMV: 6,500.00 METHOD TO DETERMINE FMV: CASHDATE OF CONTRIBUTION: 3/2/2021 RECIPIENT: CHABAD OF KEY BISCAYNE, INCPROPERTY DESCRIPTION: CASHBOOK VALUE: 6,500.00 METHOD TO DETERMINE BOOK VALUE: CASHFMV: 6,500.00 METHOD TO DETERMINE FMV: CASHDATE OF CONTRIBUTION: 3/19/2021 RECIPIENT: CHABAD OF KEY BISCAYNE, INCPROPERTY DESCRIPTION: CASHBOOK VALUE: 6,500.00 METHOD TO DETERMINE BOOK VALUE: CASHFMV: 6,500.00 METHOD TO DETERMINE FMV: CASHDATE OF CONTRIBUTION: 5/1/2021 RECIPIENT: CHABAD OF KEY BISCAYNE, INCPROPERTY DESCRIPTION: CASHBOOK VALUE: 6,500.00 METHOD TO DETERMINE BOOK VALUE: CASHFMV: 6,500.00 METHOD TO DETERMINE FMV: CASHDATE OF CONTRIBUTION: 6/1/2021 RECIPIENT: CHABAD OF KEY BISCAYNE, INCPROPERTY DESCRIPTION: CASHBOOK VALUE: 6,500.00 METHOD TO DETERMINE BOOK VALUE: CASHFMV: 6,500.00 METHOD TO DETERMINE FMV: CASHDATE OF CONTRIBUTION: 7/1/2021 RECIPIENT: CHABAD OF KEY BISCAYNE, INCPROPERTY DESCRIPTION: CASHBOOK VALUE: 6,500.00 METHOD TO DETERMINE BOOK VALUE: CASHFMV: 6,500.00 METHOD TO DETERMINE FMV: CASHDATE OF CONTRIBUTION: 8/1/2021 RECIPIENT: CHABAD OF KEY BISCAYNE, INCPROPERTY DESCRIPTION: CASHBOOK VALUE: 6,500.00 METHOD TO DETERMINE BOOK VALUE: CASHFMV: 6,500.00 METHOD TO DETERMINE FMV: CASHDATE OF CONTRIBUTION: 9/2/2021 RECIPIENT: CHABAD OF KEY BISCAYNE, INCPROPERTY DESCRIPTION: CASHBOOK VALUE: 6,500.00 METHOD TO DETERMINE BOOK VALUE: CASHFMV: 6,500.00 METHOD TO DETERMINE FMV: CASHDATE OF CONTRIBUTION: 10/1/2021 RECIPIENT: CHABAD OF KEY BISCAYNE, INCPROPERTY DESCRIPTION: CASHBOOK VALUE: 6,500.00 METHOD TO DETERMINE BOOK VALUE: CASHFMV: 6,500.00 METHOD TO DETERMINE FMV: CASHDATE OF CONTRIBUTION: 11/1/2021 RECIPIENT: CHABAD OF KEY BISCAYNE, INCPROPERTY DESCRIPTION: CASHBOOK VALUE: 6,500.00 METHOD TO DETERMINE BOOK VALUE: CASHFMV: 6,500.00 METHOD TO DETERMINE FMV: CASHDATE OF CONTRIBUTION: 12/7/2021 RECIPIENT: CHABAD OF THE NORTH SHOREPROPERTY DESCRIPTION: CASHBOOK VALUE: 36,000.00 METHOD TO DETERMINE BOOK VALUE: CASHFMV: 36,000.00 METHOD TO DETERMINE FMV: CASHDATE OF CONTRIBUTION: 9/7/2021 RECIPIENT: CHANGING THE GAMEPROPERTY DESCRIPTION: CASHBOOK VALUE: 25,000.00 METHOD TO DETERMINE BOOK VALUE: CASHFMV: 25,000.00 METHOD TO DETERMINE FMV: CASHDATE OF CONTRIBUTION: 9/2/2021 RECIPIENT: CHASDEI SHIMONPROPERTY DESCRIPTION: CASHBOOK VALUE: 18,000.00 METHOD TO DETERMINE BOOK VALUE: CASHFMV: 18,000.00 METHOD TO DETERMINE FMV: CASHDATE OF CONTRIBUTION: 3/19/2021 RECIPIENT: CHASDEI SHIMONPROPERTY DESCRIPTION: CASHBOOK VALUE: 18,000.00 METHOD TO DETERMINE BOOK VALUE: CASHFMV: 18,000.00 METHOD TO DETERMINE FMV: CASHDATE OF CONTRIBUTION: 9/2/2021 RECIPIENT: CHOFETZ CHAIM HERITAGE FOUNDATIONPROPERTY DESCRIPTION: CASHBOOK VALUE: 36,000.00 METHOD TO DETERMINE BOOK VALUE: CASHFMV: 36,000.00 METHOD TO DETERMINE FMV: CASHDATE OF CONTRIBUTION: 11/1/2021 RECIPIENT: COLUMBUS COMMUNITY KOLLELPROPERTY DESCRIPTION: CASHBOOK VALUE: 5,735.00 METHOD TO DETERMINE BOOK VALUE: CASHFMV: 5,735.00 METHOD TO DETERMINE FMV: CASHDATE OF CONTRIBUTION: 1/1/2021 RECIPIENT: COLUMBUS COMMUNITY KOLLELPROPERTY DESCRIPTION: CASHBOOK VALUE: 5,735.00 METHOD TO DETERMINE BOOK VALUE: CASHFMV: 5,735.00 METHOD TO DETERMINE FMV: CASHDATE OF CONTRIBUTION: 2/1/2021 RECIPIENT: COLUMBUS COMMUNITY KOLLELPROPERTY DESCRIPTION: CASHBOOK VALUE: 5,735.00 METHOD TO DETERMINE BOOK VALUE: CASHFMV: 5,735.00 METHOD TO DETERMINE FMV: CASHDATE OF CONTRIBUTION: 3/2/2021 RECIPIENT: COLUMBUS COMMUNITY KOLLELPROPERTY DESCRIPTION: CASHBOOK VALUE: 5,735.00 METHOD TO DETERMINE BOOK VALUE: CASHFMV: 5,735.00 METHOD TO DETERMINE FMV: CASHDATE OF CONTRIBUTION: 3/19/2021 RECIPIENT: COLUMBUS COMMUNITY KOLLELPROPERTY DESCRIPTION: CASHBOOK VALUE: 5,735.00 METHOD TO DETERMINE BOOK VALUE: CASHFMV: 5,735.00 METHOD TO DETERMINE FMV: CASHDATE OF CONTRIBUTION: 5/1/2021 RECIPIENT: COLUMBUS COMMUNITY KOLLELPROPERTY DESCRIPTION: CASHBOOK VALUE: 5,735.00 METHOD TO DETERMINE BOOK VALUE: CASHFMV: 5,735.00 METHOD TO DETERMINE FMV: CASHDATE OF CONTRIBUTION: 6/1/2021 RECIPIENT: COLUMBUS COMMUNITY KOLLELPROPERTY DESCRIPTION: CASHBOOK VALUE: 5,735.00 METHOD TO DETERMINE BOOK VALUE: CASHFMV: 5,735.00 METHOD TO DETERMINE FMV: CASHDATE OF CONTRIBUTION: 7/1/2021 RECIPIENT: COLUMBUS COMMUNITY KOLLELPROPERTY DESCRIPTION: CASHBOOK VALUE: 5,735.00 METHOD TO DETERMINE BOOK VALUE: CASHFMV: 5,735.00 METHOD TO DETERMINE FMV: CASHDATE OF CONTRIBUTION: 8/1/2021 RECIPIENT: COLUMBUS COMMUNITY KOLLELPROPERTY DESCRIPTION: CASHBOOK VALUE: 8,235.00 METHOD TO DETERMINE BOOK VALUE: CASHFMV: 8,235.00 METHOD TO DETERMINE FMV: CASHDATE OF CONTRIBUTION: 9/2/2021 RECIPIENT: COLUMBUS COMMUNITY KOLLELPROPERTY DESCRIPTION: CASHBOOK VALUE: 5,735.00 METHOD TO DETERMINE BOOK VALUE: CASHFMV: 5,735.00 METHOD TO DETERMINE FMV: CASHDATE OF CONTRIBUTION: 10/1/2021 RECIPIENT: COLUMBUS COMMUNITY KOLLELPROPERTY DESCRIPTION: CASHBOOK VALUE: 5,735.00 METHOD TO DETERMINE BOOK VALUE: CASHFMV: 5,735.00 METHOD TO DETERMINE FMV: CASHDATE OF CONTRIBUTION: 11/1/2021 RECIPIENT: COLUMBUS COMMUNITY KOLLELPROPERTY DESCRIPTION: CASHBOOK VALUE: 5,735.00 METHOD TO DETERMINE BOOK VALUE: CASHFMV: 5,735.00 METHOD TO DETERMINE FMV: CASHDATE OF CONTRIBUTION: 12/7/2021 RECIPIENT: COLUMBUS COMMUNITY MIKVAHPROPERTY DESCRIPTION: CASHBOOK VALUE: 50,000.00 METHOD TO DETERMINE BOOK VALUE: CASHFMV: 50,000.00 METHOD TO DETERMINE FMV: CASHDATE OF CONTRIBUTION: 12/7/2021 RECIPIENT: COLUMBUS JEWISH FEDERATIONPROPERTY DESCRIPTION: CASHBOOK VALUE: 200,000.00 METHOD TO DETERMINE BOOK VALUE: CASHFMV: 200,000.00 METHOD TO DETERMINE FMV: CASHDATE OF CONTRIBUTION: 9/2/2021 RECIPIENT: COLUMBUS MUSEUM OF ARTPROPERTY DESCRIPTION: ADYEN NV STOCKBOOK VALUE: 850.77 METHOD TO DETERMINE BOOK VALUE: DONOR'S BASISFMV: 31,114.00 METHOD TO DETERMINE FMV: AVERAGE OF HIGH/LOWDATE OF CONTRIBUTION: 8/26/2021 RECIPIENT: COLUMBUS TORAH ACADEMYPROPERTY DESCRIPTION: CASHBOOK VALUE: 6,500.00 METHOD TO DETERMINE BOOK VALUE: CASHFMV: 6,500.00 METHOD TO DETERMINE FMV: CASHDATE OF CONTRIBUTION: 1/1/2021 RECIPIENT: COLUMBUS TORAH ACADEMYPROPERTY DESCRIPTION: CASHBOOK VALUE: 6,500.00 METHOD TO DETERMINE BOOK VALUE: CASHFMV: 6,500.00 METHOD TO DETERMINE FMV: CASHDATE OF CONTRIBUTION: 2/1/2021 RECIPIENT: COLUMBUS TORAH ACADEMYPROPERTY DESCRIPTION: CASHBOOK VALUE: 6,500.00 METHOD TO DETERMINE BOOK VALUE: CASHFMV: 6,500.00 METHOD TO DETERMINE FMV: CASHDATE OF CONTRIBUTION: 3/2/2021 RECIPIENT: COLUMBUS TORAH ACADEMYPROPERTY DESCRIPTION: CASHBOOK VALUE: 6,500.00 METHOD TO DETERMINE BOOK VALUE: CASHFMV: 6,500.00 METHOD TO DETERMINE FMV: CASHDATE OF CONTRIBUTION: 3/19/2021 RECIPIENT: COLUMBUS TORAH ACADEMYPROPERTY DESCRIPTION: CASHBOOK VALUE: 6,500.00 METHOD TO DETERMINE BOOK VALUE: CASHFMV: 6,500.00 METHOD TO DETERMINE FMV: CASHDATE OF CONTRIBUTION: 5/1/2021 RECIPIENT: COLUMBUS TORAH ACADEMYPROPERTY DESCRIPTION: CASHBOOK VALUE: 6,500.00 METHOD TO DETERMINE BOOK VALUE: CASHFMV: 6,500.00 METHOD TO DETERMINE FMV: CASHDATE OF CONTRIBUTION: 6/1/2021 RECIPIENT: COLUMBUS TORAH ACADEMYPROPERTY DESCRIPTION: CASHBOOK VALUE: 6,500.00 METHOD TO DETERMINE BOOK VALUE: CASHFMV: 6,500.00 METHOD TO DETERMINE FMV: CASHDATE OF CONTRIBUTION: 7/1/2021 RECIPIENT: COLUMBUS TORAH ACADEMYPROPERTY DESCRIPTION: CASHBOOK VALUE: 6,500.00 METHOD TO DETERMINE BOOK VALUE: CASHFMV: 6,500.00 METHOD TO DETERMINE FMV: CASHDATE OF CONTRIBUTION: 8/1/2021 RECIPIENT: COLUMBUS TORAH ACADEMYPROPERTY DESCRIPTION: CASHBOOK VALUE: 6,500.00 METHOD TO DETERMINE BOOK VALUE: CASHFMV: 6,500.00 METHOD TO DETERMINE FMV: CASHDATE OF CONTRIBUTION: 9/2/2021 RECIPIENT: COLUMBUS TORAH ACADEMYPROPERTY DESCRIPTION: CASHBOOK VALUE: 72,000.00 METHOD TO DETERMINE BOOK VALUE: CASHFMV: 72,000.00 METHOD TO DETERMINE FMV: CASHDATE OF CONTRIBUTION: 9/7/2021 RECIPIENT: COLUMBUS TORAH ACADEMYPROPERTY DESCRIPTION: CASHBOOK VALUE: 6,500.00 METHOD TO DETERMINE BOOK VALUE: CASHFMV: 6,500.00 METHOD TO DETERMINE FMV: CASHDATE OF CONTRIBUTION: 10/1/2021 RECIPIENT: COLUMBUS TORAH ACADEMYPROPERTY DESCRIPTION: CASHBOOK VALUE: 6,500.00 METHOD TO DETERMINE BOOK VALUE: CASHFMV: 6,500.00 METHOD TO DETERMINE FMV: CASHDATE OF CONTRIBUTION: 11/1/2021 RECIPIENT: COLUMBUS TORAH ACADEMYPROPERTY DESCRIPTION: CASHBOOK VALUE: 125,000.00 METHOD TO DETERMINE BOOK VALUE: CASHFMV: 125,000.00 METHOD TO DETERMINE FMV: CASHDATE OF CONTRIBUTION: 12/22/2021 RECIPIENT: CONGREGATION AHAVAS SHOLOMPROPERTY DESCRIPTION: CASHBOOK VALUE: 500.00 METHOD TO DETERMINE BOOK VALUE: CASHFMV: 500.00 METHOD TO DETERMINE FMV: CASHDATE OF CONTRIBUTION: 10/1/2021 RECIPIENT: CONGREGATION JESHUAT ISRAELPROPERTY DESCRIPTION: ADYEN NV STOCKBOOK VALUE: 655.85 METHOD TO DETERMINE BOOK VALUE: DONOR'S BASISFMV: 25,552.00 METHOD TO DETERMINE FMV: AVERAGE OF HIGH/LOWDATE OF CONTRIBUTION: 9/15/2021 RECIPIENT: CONGREGATION TORAT EMETPROPERTY DESCRIPTION: CASHBOOK VALUE: 25,000.00 METHOD TO DETERMINE BOOK VALUE: CASHFMV: 25,000.00 METHOD TO DETERMINE FMV: CASHDATE OF CONTRIBUTION: 2/11/2021 RECIPIENT: CONGREGATION TORAT EMETPROPERTY DESCRIPTION: CASHBOOK VALUE: 20,000.00 METHOD TO DETERMINE BOOK VALUE: CASHFMV: 20,000.00 METHOD TO DETERMINE FMV: CASHDATE OF CONTRIBUTION: 3/10/2021 RECIPIENT: CONGREGATION TORAT EMETPROPERTY DESCRIPTION: CASHBOOK VALUE: 13,000.00 METHOD TO DETERMINE BOOK VALUE: CASHFMV: 13,000.00 METHOD TO DETERMINE FMV: CASHDATE OF CONTRIBUTION: 10/1/2021 RECIPIENT: CONGREGATION TORAT EMETPROPERTY DESCRIPTION: CASHBOOK VALUE: 45,000.00 METHOD TO DETERMINE BOOK VALUE: CASHFMV: 45,000.00 METHOD TO DETERMINE FMV: CASHDATE OF CONTRIBUTION: 11/2/2021 RECIPIENT: CONGREGATION TORAT EMETPROPERTY DESCRIPTION: CASHBOOK VALUE: 16,500.00 METHOD TO DETERMINE BOOK VALUE: CASHFMV: 16,500.00 METHOD TO DETERMINE FMV: CASHDATE OF CONTRIBUTION: 11/12/2021 RECIPIENT: CONGREGATION TORAT EMETPROPERTY DESCRIPTION: CASHBOOK VALUE: 40,000.00 METHOD TO DETERMINE BOOK VALUE: CASHFMV: 40,000.00 METHOD TO DETERMINE FMV: CASHDATE OF CONTRIBUTION: 12/7/2021 RECIPIENT: DIASPORA YESHIVA TORAS YISRAELPROPERTY DESCRIPTION: CASHBOOK VALUE: 10,000.00 METHOD TO DETERMINE BOOK VALUE: CASHFMV: 10,000.00 METHOD TO DETERMINE FMV: CASHDATE OF CONTRIBUTION: 1/1/2021 RECIPIENT: DIASPORA YESHIVA TORAS YISRAELPROPERTY DESCRIPTION: CASHBOOK VALUE: 10,000.00 METHOD TO DETERMINE BOOK VALUE: CASHFMV: 10,000.00 METHOD TO DETERMINE FMV: CASHDATE OF CONTRIBUTION: 2/1/2021 |
| CONTRIBUTION DETAIL (CONTINUED) | PART I, LINE 25 | RECIPIENT: DIASPORA YESHIVA TORAS YISRAELPROPERTY DESCRIPTION: CASHBOOK VALUE: 10,000.00 METHOD TO DETERMINE BOOK VALUE: CASHFMV: 10,000.00 METHOD TO DETERMINE FMV: CASHDATE OF CONTRIBUTION: 3/2/2021 RECIPIENT: DIASPORA YESHIVA TORAS YISRAELPROPERTY DESCRIPTION: CASHBOOK VALUE: 10,000.00 METHOD TO DETERMINE BOOK VALUE: CASHFMV: 10,000.00 METHOD TO DETERMINE FMV: CASHDATE OF CONTRIBUTION: 3/26/2021 RECIPIENT: DIASPORA YESHIVA TORAS YISRAELPROPERTY DESCRIPTION: CASHBOOK VALUE: 10,000.00 METHOD TO DETERMINE BOOK VALUE: CASHFMV: 10,000.00 METHOD TO DETERMINE FMV: CASHDATE OF CONTRIBUTION: 5/1/2021 RECIPIENT: DIASPORA YESHIVA TORAS YISRAELPROPERTY DESCRIPTION: CASHBOOK VALUE: 10,000.00 METHOD TO DETERMINE BOOK VALUE: CASHFMV: 10,000.00 METHOD TO DETERMINE FMV: CASHDATE OF CONTRIBUTION: 6/10/2021 RECIPIENT: DIASPORA YESHIVA TORAS YISRAELPROPERTY DESCRIPTION: CASHBOOK VALUE: 10,000.00 METHOD TO DETERMINE BOOK VALUE: CASHFMV: 10,000.00 METHOD TO DETERMINE FMV: CASHDATE OF CONTRIBUTION: 7/7/2021 RECIPIENT: DIASPORA YESHIVA TORAS YISRAELPROPERTY DESCRIPTION: CASHBOOK VALUE: 10,000.00 METHOD TO DETERMINE BOOK VALUE: CASHFMV: 10,000.00 METHOD TO DETERMINE FMV: CASHDATE OF CONTRIBUTION: 8/1/2021 RECIPIENT: DIASPORA YESHIVA TORAS YISRAELPROPERTY DESCRIPTION: CASHBOOK VALUE: 10,000.00 METHOD TO DETERMINE BOOK VALUE: CASHFMV: 10,000.00 METHOD TO DETERMINE FMV: CASHDATE OF CONTRIBUTION: 9/7/2021 RECIPIENT: DIASPORA YESHIVA TORAS YISRAELPROPERTY DESCRIPTION: CASHBOOK VALUE: 10,000.00 METHOD TO DETERMINE BOOK VALUE: CASHFMV: 10,000.00 METHOD TO DETERMINE FMV: CASHDATE OF CONTRIBUTION: 10/1/2021 RECIPIENT: DIASPORA YESHIVA TORAS YISRAELPROPERTY DESCRIPTION: CASHBOOK VALUE: 10,000.00 METHOD TO DETERMINE BOOK VALUE: CASHFMV: 10,000.00 METHOD TO DETERMINE FMV: CASHDATE OF CONTRIBUTION: 11/1/2021 RECIPIENT: DIASPORA YESHIVA TORAS YISRAELPROPERTY DESCRIPTION: CASHBOOK VALUE: 200,000.00 METHOD TO DETERMINE BOOK VALUE: CASHFMV: 200,000.00 METHOD TO DETERMINE FMV: CASHDATE OF CONTRIBUTION: 11/1/2021 RECIPIENT: DIASPORA YESHIVA TORAS YISRAELPROPERTY DESCRIPTION: CASHBOOK VALUE: 10,000.00 METHOD TO DETERMINE BOOK VALUE: CASHFMV: 10,000.00 METHOD TO DETERMINE FMV: CASHDATE OF CONTRIBUTION: 12/14/2021 RECIPIENT: EDUCATIONAL OPPORTUNITY FUND INC.PROPERTY DESCRIPTION: CASHBOOK VALUE: 500.00 METHOD TO DETERMINE BOOK VALUE: CASHFMV: 500.00 METHOD TO DETERMINE FMV: CASHDATE OF CONTRIBUTION: 9/2/2021 RECIPIENT: EIRGUN BARUCH UMARPEHPROPERTY DESCRIPTION: CASHBOOK VALUE: 1,000.00 METHOD TO DETERMINE BOOK VALUE: CASHFMV: 1,000.00 METHOD TO DETERMINE FMV: CASHDATE OF CONTRIBUTION: 9/2/2021 RECIPIENT: FRIENDS OF IDFPROPERTY DESCRIPTION: CASHBOOK VALUE: 500,000.00 METHOD TO DETERMINE BOOK VALUE: CASHFMV: 500,000.00 METHOD TO DETERMINE FMV: CASHDATE OF CONTRIBUTION: 12/22/2021 RECIPIENT: FRIENDS OF ISRAEL ANTIQUITIES AUTHORITYPROPERTY DESCRIPTION: ADYEN NV STOCKBOOK VALUE: 81,163.27 METHOD TO DETERMINE BOOK VALUE: DONOR'S BASISFMV: 2,416,801.59 METHOD TO DETERMINE FMV: AVERAGE OF HIGH/LOWDATE OF CONTRIBUTION: 4/23/2021 RECIPIENT: FRIENDS OF ISRAEL ANTIQUITIES AUTHORITYPROPERTY DESCRIPTION: ADYEN NV STOCKBOOK VALUE: 62,479.57 METHOD TO DETERMINE BOOK VALUE: DONOR'S BASISFMV: 2,404,064.88 METHOD TO DETERMINE FMV: AVERAGE OF HIGH/LOWDATE OF CONTRIBUTION: 8/27/2021 RECIPIENT: FRIENDS OF OHEL MIRIAM INC.PROPERTY DESCRIPTION: CASHBOOK VALUE: 2,500.00 METHOD TO DETERMINE BOOK VALUE: CASHFMV: 2,500.00 METHOD TO DETERMINE FMV: CASHDATE OF CONTRIBUTION: 9/7/2021 RECIPIENT: GEMILOS CHASADIM CHASDEI MOSHEPROPERTY DESCRIPTION: CASHBOOK VALUE: 101,000.00 METHOD TO DETERMINE BOOK VALUE: CASHFMV: 101,000.00 METHOD TO DETERMINE FMV: CASHDATE OF CONTRIBUTION: 1/1/2021 RECIPIENT: GEMILOS CHASADIM CHASDEI MOSHEPROPERTY DESCRIPTION: CASHBOOK VALUE: 101,000.00 METHOD TO DETERMINE BOOK VALUE: CASHFMV: 101,000.00 METHOD TO DETERMINE FMV: CASHDATE OF CONTRIBUTION: 2/1/2021 RECIPIENT: GEMILOS CHASADIM CHASDEI MOSHEPROPERTY DESCRIPTION: CASHBOOK VALUE: 200,000.00 METHOD TO DETERMINE BOOK VALUE: CASHFMV: 200,000.00 METHOD TO DETERMINE FMV: CASHDATE OF CONTRIBUTION: 2/1/2021 RECIPIENT: GEMILOS CHASADIM CHASDEI MOSHEPROPERTY DESCRIPTION: CASHBOOK VALUE: 101,000.00 METHOD TO DETERMINE BOOK VALUE: CASHFMV: 101,000.00 METHOD TO DETERMINE FMV: CASHDATE OF CONTRIBUTION: 3/2/2021 RECIPIENT: GEMILOS CHASADIM CHASDEI MOSHEPROPERTY DESCRIPTION: CASHBOOK VALUE: 25,000.00 METHOD TO DETERMINE BOOK VALUE: CASHFMV: 25,000.00 METHOD TO DETERMINE FMV: CASHDATE OF CONTRIBUTION: 3/2/2021 RECIPIENT: GEMILOS CHASADIM CHASDEI MOSHEPROPERTY DESCRIPTION: CASHBOOK VALUE: 25,000.00 METHOD TO DETERMINE BOOK VALUE: CASHFMV: 25,000.00 METHOD TO DETERMINE FMV: CASHDATE OF CONTRIBUTION: 3/25/2021 RECIPIENT: GEMILOS CHASADIM CHASDEI MOSHEPROPERTY DESCRIPTION: CASHBOOK VALUE: 101,000.00 METHOD TO DETERMINE BOOK VALUE: CASHFMV: 101,000.00 METHOD TO DETERMINE FMV: CASHDATE OF CONTRIBUTION: 3/26/2021 RECIPIENT: GEMILOS CHASADIM CHASDEI MOSHEPROPERTY DESCRIPTION: CASHBOOK VALUE: 101,000.00 METHOD TO DETERMINE BOOK VALUE: CASHFMV: 101,000.00 METHOD TO DETERMINE FMV: CASHDATE OF CONTRIBUTION: 5/1/2021 RECIPIENT: GEMILOS CHASADIM CHASDEI MOSHEPROPERTY DESCRIPTION: CASHBOOK VALUE: 25,000.00 METHOD TO DETERMINE BOOK VALUE: CASHFMV: 25,000.00 METHOD TO DETERMINE FMV: CASHDATE OF CONTRIBUTION: 5/1/2021 RECIPIENT: GEMILOS CHASADIM CHASDEI MOSHEPROPERTY DESCRIPTION: CASHBOOK VALUE: 25,000.00 METHOD TO DETERMINE BOOK VALUE: CASHFMV: 25,000.00 METHOD TO DETERMINE FMV: CASHDATE OF CONTRIBUTION: 6/10/2021 RECIPIENT: GEMILOS CHASADIM CHASDEI MOSHEPROPERTY DESCRIPTION: CASHBOOK VALUE: 101,000.00 METHOD TO DETERMINE BOOK VALUE: CASHFMV: 101,000.00 METHOD TO DETERMINE FMV: CASHDATE OF CONTRIBUTION: 6/10/2021 RECIPIENT: GEMILOS CHASADIM CHASDEI MOSHEPROPERTY DESCRIPTION: CASHBOOK VALUE: 25,000.00 METHOD TO DETERMINE BOOK VALUE: CASHFMV: 25,000.00 METHOD TO DETERMINE FMV: CASHDATE OF CONTRIBUTION: 7/7/2021 RECIPIENT: GEMILOS CHASADIM CHASDEI MOSHEPROPERTY DESCRIPTION: CASHBOOK VALUE: 101,000.00 METHOD TO DETERMINE BOOK VALUE: CASHFMV: 101,000.00 METHOD TO DETERMINE FMV: CASHDATE OF CONTRIBUTION: 7/7/2021 RECIPIENT: GEMILOS CHASADIM CHASDEI MOSHEPROPERTY DESCRIPTION: CASHBOOK VALUE: 25,000.00 METHOD TO DETERMINE BOOK VALUE: CASHFMV: 25,000.00 METHOD TO DETERMINE FMV: CASHDATE OF CONTRIBUTION: 8/1/2021 RECIPIENT: GEMILOS CHASADIM CHASDEI MOSHEPROPERTY DESCRIPTION: CASHBOOK VALUE: 101,000.00 METHOD TO DETERMINE BOOK VALUE: CASHFMV: 101,000.00 METHOD TO DETERMINE FMV: CASHDATE OF CONTRIBUTION: 8/1/2021 RECIPIENT: GEMILOS CHASADIM CHASDEI MOSHEPROPERTY DESCRIPTION: CASHBOOK VALUE: 25,000.00 METHOD TO DETERMINE BOOK VALUE: CASHFMV: 25,000.00 METHOD TO DETERMINE FMV: CASHDATE OF CONTRIBUTION: 9/7/2021 RECIPIENT: GEMILOS CHASADIM CHASDEI MOSHEPROPERTY DESCRIPTION: CASHBOOK VALUE: 101,000.00 METHOD TO DETERMINE BOOK VALUE: CASHFMV: 101,000.00 METHOD TO DETERMINE FMV: CASHDATE OF CONTRIBUTION: 9/7/2021 RECIPIENT: GEMILOS CHASADIM CHASDEI MOSHEPROPERTY DESCRIPTION: CASHBOOK VALUE: 25,000.00 METHOD TO DETERMINE BOOK VALUE: CASHFMV: 25,000.00 METHOD TO DETERMINE FMV: CASHDATE OF CONTRIBUTION: 10/1/2021 RECIPIENT: GEMILOS CHASADIM CHASDEI MOSHEPROPERTY DESCRIPTION: CASHBOOK VALUE: 151,000.00 METHOD TO DETERMINE BOOK VALUE: CASHFMV: 151,000.00 METHOD TO DETERMINE FMV: CASHDATE OF CONTRIBUTION: 10/1/2021 RECIPIENT: GEMILOS CHASADIM CHASDEI MOSHEPROPERTY DESCRIPTION: CASHBOOK VALUE: 25,000.00 METHOD TO DETERMINE BOOK VALUE: CASHFMV: 25,000.00 METHOD TO DETERMINE FMV: CASHDATE OF CONTRIBUTION: 11/1/2021 RECIPIENT: GEMILOS CHASADIM CHASDEI MOSHEPROPERTY DESCRIPTION: CASHBOOK VALUE: 260,000.00 METHOD TO DETERMINE BOOK VALUE: CASHFMV: 260,000.00 METHOD TO DETERMINE FMV: CASHDATE OF CONTRIBUTION: 11/1/2021 RECIPIENT: GEMILOS CHASADIM CHASDEI MOSHEPROPERTY DESCRIPTION: CASHBOOK VALUE: 101,000.00 METHOD TO DETERMINE BOOK VALUE: CASHFMV: 101,000.00 METHOD TO DETERMINE FMV: CASHDATE OF CONTRIBUTION: 11/1/2021 RECIPIENT: GEMILOS CHASADIM CHASDEI MOSHEPROPERTY DESCRIPTION: CASHBOOK VALUE: 25,000.00 METHOD TO DETERMINE BOOK VALUE: CASHFMV: 25,000.00 METHOD TO DETERMINE FMV: CASHDATE OF CONTRIBUTION: 12/14/2021 RECIPIENT: GEMILOS CHASADIM CHASDEI MOSHEPROPERTY DESCRIPTION: CASHBOOK VALUE: 201,000.00 METHOD TO DETERMINE BOOK VALUE: CASHFMV: 201,000.00 METHOD TO DETERMINE FMV: CASHDATE OF CONTRIBUTION: 12/14/2021 RECIPIENT: GLSEN, INCPROPERTY DESCRIPTION: ADYEN NV STOCKBOOK VALUE: 1,361.22 METHOD TO DETERMINE BOOK VALUE: DONOR'S BASISFMV: 35,152.00 METHOD TO DETERMINE FMV: AVERAGE OF HIGH/LOWDATE OF CONTRIBUTION: 3/29/2021 RECIPIENT: GREATER MIAMI JEWISH FEDERATIONPROPERTY DESCRIPTION: ADYEN NV STOCKBOOK VALUE: 3,361.24 METHOD TO DETERMINE BOOK VALUE: DONOR'S BASISFMV: 108,234.47 METHOD TO DETERMINE FMV: AVERAGE OF HIGH/LOWDATE OF CONTRIBUTION: 12/28/2021 RECIPIENT: HADASSAHPROPERTY DESCRIPTION: CASHBOOK VALUE: 100,000.00 METHOD TO DETERMINE BOOK VALUE: CASHFMV: 100,000.00 METHOD TO DETERMINE FMV: CASHDATE OF CONTRIBUTION: 12/22/2021 RECIPIENT: HEBREW ACADEMY OF MIAMIPROPERTY DESCRIPTION: ADYEN NV STOCKBOOK VALUE: 9,103.28 METHOD TO DETERMINE BOOK VALUE: DONOR'S BASISFMV: 249,724.63 METHOD TO DETERMINE FMV: AVERAGE OF HIGH/LOWDATE OF CONTRIBUTION: 6/11/2021 RECIPIENT: HEBREW ACADEMY OF MIAMIPROPERTY DESCRIPTION: CASHBOOK VALUE: 2,600.00 METHOD TO DETERMINE BOOK VALUE: CASHFMV: 2,600.00 METHOD TO DETERMINE FMV: CASHDATE OF CONTRIBUTION: 8/24/2021 RECIPIENT: HEBREW ACADEMY OF MIAMIPROPERTY DESCRIPTION: CASHBOOK VALUE: 312,000.00 METHOD TO DETERMINE BOOK VALUE: CASHFMV: 312,000.00 METHOD TO DETERMINE FMV: CASHDATE OF CONTRIBUTION: 12/22/2021 RECIPIENT: HEBREW ACADEMY OF MIAMIPROPERTY DESCRIPTION: ADYEN NV STOCKBOOK VALUE: 15,494.51 METHOD TO DETERMINE BOOK VALUE: DONOR'S BASISFMV: 590,581.53 METHOD TO DETERMINE FMV: AVERAGE OF HIGH/LOWDATE OF CONTRIBUTION: 9/13/2021 RECIPIENT: HILLEL FOUNDATIONPROPERTY DESCRIPTION: CASHBOOK VALUE: 25,000.00 METHOD TO DETERMINE BOOK VALUE: CASHFMV: 25,000.00 METHOD TO DETERMINE FMV: CASHDATE OF CONTRIBUTION: 10/1/2021 RECIPIENT: JEWISH BOOK TRUST INC.PROPERTY DESCRIPTION: CASHBOOK VALUE: 10,000.00 METHOD TO DETERMINE BOOK VALUE: CASHFMV: 10,000.00 METHOD TO DETERMINE FMV: CASHDATE OF CONTRIBUTION: 3/8/2021 RECIPIENT: JEWISH COMMUNITY SERVICES OF S. FLORIDAPROPERTY DESCRIPTION: CASHBOOK VALUE: 12,000.00 METHOD TO DETERMINE BOOK VALUE: CASHFMV: 12,000.00 METHOD TO DETERMINE FMV: CASHDATE OF CONTRIBUTION: 3/19/2021 RECIPIENT: JEWISH COMMUNITY SERVICES OF S. FLORIDAPROPERTY DESCRIPTION: CASHBOOK VALUE: 36,000.00 METHOD TO DETERMINE BOOK VALUE: CASHFMV: 36,000.00 METHOD TO DETERMINE FMV: CASHDATE OF CONTRIBUTION: 8/24/2021 RECIPIENT: JEWISH FAMILY SERVICESPROPERTY DESCRIPTION: CASHBOOK VALUE: 25,000.00 METHOD TO DETERMINE BOOK VALUE: CASHFMV: 25,000.00 METHOD TO DETERMINE FMV: CASHDATE OF CONTRIBUTION: 12/7/2021 RECIPIENT: KNESSET YEHUDAPROPERTY DESCRIPTION: CASHBOOK VALUE: 2,000.00 METHOD TO DETERMINE BOOK VALUE: CASHFMV: 2,000.00 METHOD TO DETERMINE FMV: CASHDATE OF CONTRIBUTION: 4/28/2021 RECIPIENT: LIFETOWN COLUMBUSPROPERTY DESCRIPTION: CASHBOOK VALUE: 10,000.00 METHOD TO DETERMINE BOOK VALUE: CASHFMV: 10,000.00 METHOD TO DETERMINE FMV: CASHDATE OF CONTRIBUTION: 3/19/2021 RECIPIENT: LIFETOWN COLUMBUSPROPERTY DESCRIPTION: CASHBOOK VALUE: 10,000.00 METHOD TO DETERMINE BOOK VALUE: CASHFMV: 10,000.00 METHOD TO DETERMINE FMV: CASHDATE OF CONTRIBUTION: 5/1/2021 RECIPIENT: LIFETOWN COLUMBUSPROPERTY DESCRIPTION: CASHBOOK VALUE: 10,000.00 METHOD TO DETERMINE BOOK VALUE: CASHFMV: 10,000.00 METHOD TO DETERMINE FMV: CASHDATE OF CONTRIBUTION: 6/1/2021 RECIPIENT: LIFETOWN COLUMBUSPROPERTY DESCRIPTION: CASHBOOK VALUE: 10,000.00 METHOD TO DETERMINE BOOK VALUE: CASHFMV: 10,000.00 METHOD TO DETERMINE FMV: CASHDATE OF CONTRIBUTION: 7/1/2021 RECIPIENT: LIFETOWN COLUMBUSPROPERTY DESCRIPTION: CASHBOOK VALUE: 10,000.00 METHOD TO DETERMINE BOOK VALUE: CASHFMV: 10,000.00 METHOD TO DETERMINE FMV: CASHDATE OF CONTRIBUTION: 8/1/2021 RECIPIENT: LIFETOWN COLUMBUSPROPERTY DESCRIPTION: CASHBOOK VALUE: 10,000.00 METHOD TO DETERMINE BOOK VALUE: CASHFMV: 10,000.00 METHOD TO DETERMINE FMV: CASHDATE OF CONTRIBUTION: 9/2/2021 RECIPIENT: LIFETOWN COLUMBUSPROPERTY DESCRIPTION: CASHBOOK VALUE: 10,000.00 METHOD TO DETERMINE BOOK VALUE: CASHFMV: 10,000.00 METHOD TO DETERMINE FMV: CASHDATE OF CONTRIBUTION: 10/1/2021 RECIPIENT: LIFETOWN COLUMBUSPROPERTY DESCRIPTION: CASHBOOK VALUE: 10,000.00 METHOD TO DETERMINE BOOK VALUE: CASHFMV: 10,000.00 METHOD TO DETERMINE FMV: CASHDATE OF CONTRIBUTION: 11/1/2021 RECIPIENT: LIFETOWN COLUMBUSPROPERTY DESCRIPTION: CASHBOOK VALUE: 10,000.00 METHOD TO DETERMINE BOOK VALUE: CASHFMV: 10,000.00 METHOD TO DETERMINE FMV: CASHDATE OF CONTRIBUTION: 12/7/2021 RECIPIENT: LORI SCHOTTENSTEIN CHABADPROPERTY DESCRIPTION: CASHBOOK VALUE: 54,000.00 METHOD TO DETERMINE BOOK VALUE: CASHFMV: 54,000.00 METHOD TO DETERMINE FMV: CASHDATE OF CONTRIBUTION: 9/7/2021 RECIPIENT: MESIVTHA TIFERETH JERUSALEMPROPERTY DESCRIPTION: CASHBOOK VALUE: 10,000.00 METHOD TO DETERMINE BOOK VALUE: CASHFMV: 10,000.00 METHOD TO DETERMINE FMV: CASHDATE OF CONTRIBUTION: 9/2/2021 RECIPIENT: MESORAH HERITAGE FOUNDATIONPROPERTY DESCRIPTION: ADYEN NV STOCKBOOK VALUE: 5,529.95 METHOD TO DETERMINE BOOK VALUE: DONOR'S BASISFMV: 144,798.23 METHOD TO DETERMINE FMV: AVERAGE OF HIGH/LOWDATE OF CONTRIBUTION: 3/26/2021 RECIPIENT: MESORAH HERITAGE FOUNDATIONPROPERTY DESCRIPTION: ADYEN NV STOCKBOOK VALUE: 4,083.71 METHOD TO DETERMINE BOOK VALUE: DONOR'S BASISFMV: 149,347.20 METHOD TO DETERMINE FMV: AVERAGE OF HIGH/LOWDATE OF CONTRIBUTION: 8/26/2021 RECIPIENT: MESORAH HERITAGE FOUNDATIONPROPERTY DESCRIPTION: DATADOG STOCKBOOK VALUE: 1,143.33 METHOD TO DETERMINE BOOK VALUE: DONOR'S BASISFMV: 89,074.77 METHOD TO DETERMINE FMV: AVERAGE OF HIGH/LOWDATE OF CONTRIBUTION: 12/23/2021 RECIPIENT: MESORAH HERITAGE FOUNDATIONPROPERTY DESCRIPTION: ADYEN NV STOCKBOOK VALUE: 10,575.62 METHOD TO DETERMINE BOOK VALUE: DONOR'S BASISFMV: 389,927.01 METHOD TO DETERMINE FMV: AVERAGE OF HIGH/LOWDATE OF CONTRIBUTION: 11/2/2021 RECIPIENT: MESORAH HERITAGE FOUNDATIONPROPERTY DESCRIPTION: ADYEN NV STOCKBOOK VALUE: 10,739.58 METHOD TO DETERMINE BOOK VALUE: DONOR'S BASISFMV: 345,822.97 METHOD TO DETERMINE FMV: AVERAGE OF HIGH/LOWDATE OF CONTRIBUTION: 12/28/2021RECIPIENT: MORASHA OLAMIPROPERTY DESCRIPTION: CASHBOOK VALUE: 9,025.00 METHOD TO DETERMINE BOOK VALUE: CASHFMV: 9,025.00 METHOD TO DETERMINE FMV: CASHDATE OF CONTRIBUTION: 8/30/2021 RECIPIENT: MOUNT SINAI MEDICAL CENTER FOUNDATIONPROPERTY DESCRIPTION: ADYEN NV STOCKBOOK VALUE: 8,608.06 METHOD TO DETERMINE BOOK VALUE: DONOR'S BASISFMV: 277,185.83 METHOD TO DETERMINE FMV: AVERAGE OF HIGH/LOWDATE OF CONTRIBUTION: 12/28/2021 RECIPIENT: O.A.E. PINSK KARLINPROPERTY DESCRIPTION: CASHBOOK VALUE: 6,000.00 METHOD TO DETERMINE BOOK VALUE: CASHFMV: 6,000.00 METHOD TO DETERMINE FMV: CASHDATE OF CONTRIBUTION: 1/1/2021 RECIPIENT: O.A.E. PINSK KARLINPROPERTY DESCRIPTION: CASHBOOK VALUE: 6,000.00 METHOD TO DETERMINE BOOK VALUE: CASHFMV: 6,000.00 METHOD TO DETERMINE FMV: CASHDATE OF CONTRIBUTION: 2/1/2021 RECIPIENT: O.A.E. PINSK KARLINPROPERTY DESCRIPTION: CASHBOOK VALUE: 6,000.00 METHOD TO DETERMINE BOOK VALUE: CASHFMV: 6,000.00 METHOD TO DETERMINE FMV: CASHDATE OF CONTRIBUTION: 3/2/2021 RECIPIENT: O.A.E. PINSK KARLINPROPERTY DESCRIPTION: CASHBOOK VALUE: 6,000.00 METHOD TO DETERMINE BOOK VALUE: CASHFMV: 6,000.00 METHOD TO DETERMINE FMV: CASHDATE OF CONTRIBUTION: 3/26/2021 RECIPIENT: O.A.E. PINSK KARLINPROPERTY DESCRIPTION: CASHBOOK VALUE: 6,000.00 METHOD TO DETERMINE BOOK VALUE: CASHFMV: 6,000.00 METHOD TO DETERMINE FMV: CASHDATE OF CONTRIBUTION: 5/1/2021 RECIPIENT: O.A.E. PINSK KARLINPROPERTY DESCRIPTION: CASHBOOK VALUE: 6,000.00 METHOD TO DETERMINE BOOK VALUE: CASHFMV: 6,000.00 METHOD TO DETERMINE FMV: CASHDATE OF CONTRIBUTION: 6/10/2021 RECIPIENT: O.A.E. PINSK KARLINPROPERTY DESCRIPTION: CASHBOOK VALUE: 6,000.00 METHOD TO DETERMINE BOOK VALUE: CASHFMV: 6,000.00 METHOD TO DETERMINE FMV: CASHDATE OF CONTRIBUTION: 7/7/2021 RECIPIENT: O.A.E. PINSK KARLINPROPERTY DESCRIPTION: CASHBOOK VALUE: 6,000.00 METHOD TO DETERMINE BOOK VALUE: CASHFMV: 6,000.00 METHOD TO DETERMINE FMV: CASHDATE OF CONTRIBUTION: 8/1/2021 RECIPIENT: O.A.E. PINSK KARLINPROPERTY DESCRIPTION: CASHBOOK VALUE: 6,000.00 METHOD TO DETERMINE BOOK VALUE: CASHFMV: 6,000.00 METHOD TO DETERMINE FMV: CASHDATE OF CONTRIBUTION: 9/7/2021 |
| CONTRIBUTION DETAIL (CONTINUED) | PART I, LINE 25 | RECIPIENT: O.A.E. PINSK KARLINPROPERTY DESCRIPTION: CASHBOOK VALUE: 6,000.00 METHOD TO DETERMINE BOOK VALUE: CASHFMV: 6,000.00 METHOD TO DETERMINE FMV: CASHDATE OF CONTRIBUTION: 10/1/2021RECIPIENT: O.A.E. PINSK KARLINPROPERTY DESCRIPTION: CASHBOOK VALUE: 6,000.00 METHOD TO DETERMINE BOOK VALUE: CASHFMV: 6,000.00 METHOD TO DETERMINE FMV: CASHDATE OF CONTRIBUTION: 11/1/2021 RECIPIENT: O.A.E. PINSK KARLINPROPERTY DESCRIPTION: CASHBOOK VALUE: 6,000.00 METHOD TO DETERMINE BOOK VALUE: CASHFMV: 6,000.00 METHOD TO DETERMINE FMV: CASHDATE OF CONTRIBUTION: 12/14/2021 RECIPIENT: OD YOSEF CHAIPROPERTY DESCRIPTION: CASHBOOK VALUE: 36,000.00 METHOD TO DETERMINE BOOK VALUE: CASHFMV: 36,000.00 METHOD TO DETERMINE FMV: CASHDATE OF CONTRIBUTION: 8/1/2021 RECIPIENT: OHR CHAIM CONGREGATION INC.PROPERTY DESCRIPTION: CASHBOOK VALUE: 11,000.00 METHOD TO DETERMINE BOOK VALUE: CASHFMV: 11,000.00 METHOD TO DETERMINE FMV: CASHDATE OF CONTRIBUTION: 3/19/2021 RECIPIENT: OHR CHAIM CONGREGATION INC.PROPERTY DESCRIPTION: CASHBOOK VALUE: 18,000.00 METHOD TO DETERMINE BOOK VALUE: CASHFMV: 18,000.00 METHOD TO DETERMINE FMV: CASHDATE OF CONTRIBUTION: 9/15/2021 RECIPIENT: OHR CHAIM CONGREGATION INC.PROPERTY DESCRIPTION: CASHBOOK VALUE: 30,000.00 METHOD TO DETERMINE BOOK VALUE: CASHFMV: 30,000.00 METHOD TO DETERMINE FMV: CASHDATE OF CONTRIBUTION: 11/22/2021 RECIPIENT: OSU CHABADPROPERTY DESCRIPTION: CASHBOOK VALUE: 7,500.00 METHOD TO DETERMINE BOOK VALUE: CASHFMV: 7,500.00 METHOD TO DETERMINE FMV: CASHDATE OF CONTRIBUTION: 1/1/2021 RECIPIENT: OSU CHABADPROPERTY DESCRIPTION: CASHBOOK VALUE: 7,500.00 METHOD TO DETERMINE BOOK VALUE: CASHFMV: 7,500.00 METHOD TO DETERMINE FMV: CASHDATE OF CONTRIBUTION: 2/1/2021 RECIPIENT: OSU CHABADPROPERTY DESCRIPTION: CASHBOOK VALUE: 7,500.00 METHOD TO DETERMINE BOOK VALUE: CASHFMV: 7,500.00 METHOD TO DETERMINE FMV: CASHDATE OF CONTRIBUTION: 3/2/2021 RECIPIENT: OSU CHABADPROPERTY DESCRIPTION: CASHBOOK VALUE: 7,500.00 METHOD TO DETERMINE BOOK VALUE: CASHFMV: 7,500.00 METHOD TO DETERMINE FMV: CASHDATE OF CONTRIBUTION: 3/19/2021 RECIPIENT: OSU CHABADPROPERTY DESCRIPTION: CASHBOOK VALUE: 7,500.00 METHOD TO DETERMINE BOOK VALUE: CASHFMV: 7,500.00 METHOD TO DETERMINE FMV: CASHDATE OF CONTRIBUTION: 5/1/2021 RECIPIENT: OSU CHABADPROPERTY DESCRIPTION: CASHBOOK VALUE: 7,500.00 METHOD TO DETERMINE BOOK VALUE: CASHFMV: 7,500.00 METHOD TO DETERMINE FMV: CASHDATE OF CONTRIBUTION: 6/1/2021 RECIPIENT: OSU CHABADPROPERTY DESCRIPTION: CASHBOOK VALUE: 7,500.00 METHOD TO DETERMINE BOOK VALUE: CASHFMV: 7,500.00 METHOD TO DETERMINE FMV: CASHDATE OF CONTRIBUTION: 7/1/2021 RECIPIENT: OSU CHABADPROPERTY DESCRIPTION: CASHBOOK VALUE: 7,500.00 METHOD TO DETERMINE BOOK VALUE: CASHFMV: 7,500.00 METHOD TO DETERMINE FMV: CASHDATE OF CONTRIBUTION: 8/1/2021 RECIPIENT: OSU CHABADPROPERTY DESCRIPTION: CASHBOOK VALUE: 7,500.00 METHOD TO DETERMINE BOOK VALUE: CASHFMV: 7,500.00 METHOD TO DETERMINE FMV: CASHDATE OF CONTRIBUTION: 9/2/2021 RECIPIENT: OSU CHABADPROPERTY DESCRIPTION: CASHBOOK VALUE: 7,500.00 METHOD TO DETERMINE BOOK VALUE: CASHFMV: 7,500.00 METHOD TO DETERMINE FMV: CASHDATE OF CONTRIBUTION: 10/1/2021 RECIPIENT: OSU CHABADPROPERTY DESCRIPTION: CASHBOOK VALUE: 7,500.00 METHOD TO DETERMINE BOOK VALUE: CASHFMV: 7,500.00 METHOD TO DETERMINE FMV: CASHDATE OF CONTRIBUTION: 11/1/2021 RECIPIENT: OSU CHABADPROPERTY DESCRIPTION: CASHBOOK VALUE: 7,500.00 METHOD TO DETERMINE BOOK VALUE: CASHFMV: 7,500.00 METHOD TO DETERMINE FMV: CASHDATE OF CONTRIBUTION: 12/7/2021 RECIPIENT: PEF ISRAEL ENDOWMENTS, INC.PROPERTY DESCRIPTION: CASHBOOK VALUE: 20,000.00 METHOD TO DETERMINE BOOK VALUE: CASHFMV: 20,000.00 METHOD TO DETERMINE FMV: CASHDATE OF CONTRIBUTION: 8/1/2021 RECIPIENT: PROCLAIMING JUSTICE TO THE NATIONS, INC.PROPERTY DESCRIPTION: CASHBOOK VALUE: 5,000.00 METHOD TO DETERMINE BOOK VALUE: CASHFMV: 5,000.00 METHOD TO DETERMINE FMV: CASHDATE OF CONTRIBUTION: 12/7/2021 RECIPIENT: RABBI ZACK'S DISCRETIONARY FUNDPROPERTY DESCRIPTION: CASHBOOK VALUE: 10,000.00 METHOD TO DETERMINE BOOK VALUE: CASHFMV: 10,000.00 METHOD TO DETERMINE FMV: CASHDATE OF CONTRIBUTION: 5/3/2021 RECIPIENT: RABBINICAL COUNCIL OF AMERICAPROPERTY DESCRIPTION: CASHBOOK VALUE: 10,000.00 METHOD TO DETERMINE BOOK VALUE: CASHFMV: 10,000.00 METHOD TO DETERMINE FMV: CASHDATE OF CONTRIBUTION: 1/20/2021 RECIPIENT: SIMON WIESENTHAL CENTERPROPERTY DESCRIPTION: CASHBOOK VALUE: 250,000.00 METHOD TO DETERMINE BOOK VALUE: CASHFMV: 250,000.00 METHOD TO DETERMINE FMV: CASHDATE OF CONTRIBUTION: 12/22/2021 RECIPIENT: SKYLAKE SYNAGOGUEPROPERTY DESCRIPTION: CASHBOOK VALUE: 10,000.00 METHOD TO DETERMINE BOOK VALUE: CASHFMV: 10,000.00 METHOD TO DETERMINE FMV: CASHDATE OF CONTRIBUTION: 7/6/2021 RECIPIENT: SUMMIT CT. SHUL INC.PROPERTY DESCRIPTION: CASHBOOK VALUE: 25,000.00 METHOD TO DETERMINE BOOK VALUE: CASHFMV: 25,000.00 METHOD TO DETERMINE FMV: CASHDATE OF CONTRIBUTION: 9/2/2021 RECIPIENT: SUMMIT CT. SHUL INC.PROPERTY DESCRIPTION: CASHBOOK VALUE: 25,000.00 METHOD TO DETERMINE BOOK VALUE: CASHFMV: 25,000.00 METHOD TO DETERMINE FMV: CASHDATE OF CONTRIBUTION: 12/7/2021 RECIPIENT: THE ALEPH INSTITUTEPROPERTY DESCRIPTION: CASHBOOK VALUE: 18,000.00 METHOD TO DETERMINE BOOK VALUE: CASHFMV: 18,000.00 METHOD TO DETERMINE FMV: CASHDATE OF CONTRIBUTION: 12/7/2021 RECIPIENT: THE OHIO STATE UNIVERSITY FOUNDATIONPROPERTY DESCRIPTION: FASTLY STOCKBOOK VALUE: 166,015.90 METHOD TO DETERMINE BOOK VALUE: DONOR'S BASISFMV: 1,005,622.73 METHOD TO DETERMINE FMV: AVERAGE OF HIGH/LOWDATE OF CONTRIBUTION: 12/23/2021 RECIPIENT: THE OHIO STATE UNIVERSITY FOUNDATIONPROPERTY DESCRIPTION: DATADOG STOCKBOOK VALUE: 12,769.52 METHOD TO DETERMINE BOOK VALUE: DONOR'S BASISFMV: 994,874.94 METHOD TO DETERMINE FMV: AVERAGE OF HIGH/LOWDATE OF CONTRIBUTION: 12/23/2021 RECIPIENT: TORAH SCHOOLS OF ISRAELPROPERTY DESCRIPTION: CASHBOOK VALUE: 1,000.00 METHOD TO DETERMINE BOOK VALUE: CASHFMV: 1,000.00 METHOD TO DETERMINE FMV: CASHDATE OF CONTRIBUTION: 12/7/2021 RECIPIENT: UNITED WAY OF CENTRAL OHIOPROPERTY DESCRIPTION: ADYEN NV STOCKBOOK VALUE: 680.62 METHOD TO DETERMINE BOOK VALUE: DONOR'S BASISFMV: 24,891.20 METHOD TO DETERMINE FMV: AVERAGE OF HIGH/LOWDATE OF CONTRIBUTION: 8/26/2021 RECIPIENT: UNITED WAY OF CENTRAL OHIOPROPERTY DESCRIPTION: CASHBOOK VALUE: 25,000.00 METHOD TO DETERMINE BOOK VALUE: CASHFMV: 25,000.00 METHOD TO DETERMINE FMV: CASHDATE OF CONTRIBUTION: 12/7/2021 RECIPIENT: UNITED WAY OF CENTRAL OHIOPROPERTY DESCRIPTION: ADYEN NV STOCKBOOK VALUE: 901.80 METHOD TO DETERMINE BOOK VALUE: DONOR'S BASISFMV: 29,038.52 METHOD TO DETERMINE FMV: AVERAGE OF HIGH/LOWDATE OF CONTRIBUTION: 12/28/2021 RECIPIENT: WESTERN WALL HERITAGE FOUNDATIONPROPERTY DESCRIPTION: ADYEN NV STOCKBOOK VALUE: 7,316.55 METHOD TO DETERMINE BOOK VALUE: DONOR'S BASISFMV: 191,579.19 METHOD TO DETERMINE FMV: AVERAGE OF HIGH/LOWDATE OF CONTRIBUTION: 3/26/2021 RECIPIENT: WESTERN WALL HERITAGE FOUNDATIONPROPERTY DESCRIPTION: ADYEN NV STOCKBOOK VALUE: 5,359.87 METHOD TO DETERMINE BOOK VALUE: DONOR'S BASISFMV: 196,018.20 METHOD TO DETERMINE FMV: AVERAGE OF HIGH/LOWDATE OF CONTRIBUTION: 8/26/2021 RECIPIENT: WESTERN WALL HERITAGE FOUNDATIONPROPERTY DESCRIPTION: CASHBOOK VALUE: 200,000.00 METHOD TO DETERMINE BOOK VALUE: CASHFMV: 200,000.00 METHOD TO DETERMINE FMV: CASHDATE OF CONTRIBUTION: 12/22/2021 RECIPIENT: YACHADPROPERTY DESCRIPTION: CASHBOOK VALUE: 10,000.00 METHOD TO DETERMINE BOOK VALUE: CASHFMV: 10,000.00 METHOD TO DETERMINE FMV: CASHDATE OF CONTRIBUTION: 12/7/2021 RECIPIENT: YAD L'ACHIMPROPERTY DESCRIPTION: CASHBOOK VALUE: 3,600.00 METHOD TO DETERMINE BOOK VALUE: CASHFMV: 3,600.00 METHOD TO DETERMINE FMV: CASHDATE OF CONTRIBUTION: 9/2/2021 RECIPIENT: YESHIVA TORAS YISRAELPROPERTY DESCRIPTION: CASHBOOK VALUE: 850,000.00 METHOD TO DETERMINE BOOK VALUE: CASHFMV: 850,000.00 METHOD TO DETERMINE FMV: CASHDATE OF CONTRIBUTION: 8/1/2021 RECIPIENT: YESHIVA UNIVERSITYPROPERTY DESCRIPTION: CASHBOOK VALUE: 50,000.00 METHOD TO DETERMINE BOOK VALUE: CASHFMV: 50,000.00 METHOD TO DETERMINE FMV: CASHDATE OF CONTRIBUTION: 12/7/2021 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (7 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| AMERICAN EAGLE STOCK (RAYMOND JAMES ACCT) | $3,627,193 | $10,634,400 |
| AMERICAN EAGLE STOCK (RJ ALEX BROWN ACCT) | $405,983 | $3,798,000 |
| DSW STOCK (RJ ALEX BROWN ACCT) | $1,410,000 | $4,263,000 |
| ADYEN STOCK (RJ ALEX BROWN ACCT) | $13,609 | $436,411 |
| ALPHABET STOCK (MORGAN STANLEY ACCT) | $993,584 | $1,013,964 |
| RINGCENTRAL STOCK (MORGAN STANLEY ACCT) | $999,945 | $730,665 |
| SALESFORCE.COM STOCK (MORGAN STANLEY ACCT) | $990,423 | $965,694 |
Loans From Officers Schedule LoansFromOfficersSchedule
Loans From Officer LoansFromOfficerGrp (4 entries)
| Loan OriginalLoanOriginalAmt | NoteNoteDt | Loan MaturityLoanMaturityDt | Repayment TermsRepaymentTermsTxt | InterestInterestRt | Balance DueBalanceDueAmt |
|---|---|---|---|---|---|
| JUBILEE LIMITED PARTNERSHIP | |||||
| $2,850,000 | 2020-06 | 2023-06 | DUE AT THE MATURITY DATE | 0.000000000000 | |
| JUBILEE LIMITED PARTNERSHIP | |||||
| $1,000,000 | 2020-07 | 2023-07 | DUE AT THE MATURITY DATE | 0.000000000000 | |
| JAY SCHOTTENSTEIN 2009-2011 SUBCHAP | |||||
| $10,315,917 | 2017-12 | 2023-11 | DUE AT THE MATURITY DATE | 0.000000000000 | $7,265,917 |
| JAY SCHOTTENSTEIN 2009-2011 SUBCHAP | |||||
| $11,995,917 | 2017-12 | 2023-11 | DUE AT THE MATURITY DATE | 0.000000000000 | $7,265,917 |
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 Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | STOCK CONVERTED FROM FMV TO COST | Desc |
| Amt | $1,046,503 | Amt |
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 | $419 | $52 | $0 |
| REPAIRS & MAINTENANCE - EAST MAIN | $5,640 | $707 | $0 |
| INSURANCE - EAST MAIN | $2,080 | $261 | $0 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| EXCISE TAX | $12,345 | $0 | $0 |
| REAL ESTATE TAX - EAST MAIN | $7,133 | $1,787 | $0 |
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