2022-11-07T11:55:45-06:00 2021-12-31 271235638 MCM CPAS & ADVISORS LLP 201 EAST FIFTH STREET SUITE 2100 CINCINNATI OH 45202 990PF 2021-01-01 270167751 SAUL SCHOTTENSTEIN FOUNDATION B SAUL 5136212666 3512 AULTWOODS LANE CINCINNATI OH 45208 SUSAN HARRIS PRESIDENT 5136212666 2022-11-05 1 SUSAN HARRIS 999009999 KATHLEEN MITTS CPA P01085771 5135791717 0 AAL1 IAL1 2021 2022-09-23 18:48:47Z X 7342256 X X 36875 36875 69135 722544 69135 4813 0 0 110823 106010 0 41000 0 0 41000 55999 0 0 55999 5441 0 0 5441 8400 4200 0 4200 4918 3349 0 1569 14074 582 0 7688 162 162 0 0 20633 4740 0 15893 150627 13033 0 131790 215855 215855 366482 13033 0 347645 -255659 92977 0 43797 57809 57809 3673245 2237425 2237462 2229839 2994335 4400215 248270 646770 646770 4874 4874 6195151 5936339 7342256 703 970 703 970 X 6194448 5935369 6194448 5935369 6195151 5936339 6194448 -255659 0 5938789 3420 5935369 SUSAN C. & JEFFREY P. HARRIS FAMILY II, LLC P 64619 64619 64619 JP MORGAN P 657923 653409 4514 4514 CAPITAL GAINS DIVIDENDS P 2 2 2 69135 1292 0 1292 0 1292 13710 0 0 0 13710 0 12418 12418 0 0 0 0 0 0 0 0 0 1 1 0 1 1 OH 1 0 0 0 0 1 WWW.SAULSCHOTTENSTEINFOUNDATIONB.ORG JEFFREY HARRIS 5136212666 3512 AULTWOODS LANE CINCINNATI OH 45208 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 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)/DIRECTOR (JASON'S CO) 40.00 0 1000 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 SPEAKER 40.00 40000 0 0 DIANA MAIROSE 3512 AULTWOODS LANE CINCINNATI OH 45208 DIRECTOR (JASON'S CONNECTION) 1.00 0 0 0 JOSEPH RITCHEY 3512 AULTWOODS LANE CINCINNATI OH 45208 DIRECTOR (JASON'S CONNECTION) 1.00 0 0 0 NANCY GOLLOBIN 3512 AULTWOODS LANE CINCINNATI OH 45208 DIRECTOR (JASON'S CONNECTION) 1.00 0 0 0 SANDY KOHN 3512 AULTWOODS LANE CINCINNATI OH 45208 DIRECTOR (JASON'S CONNECTION) 1.00 0 0 0 ERIC CHAPMAN 3512 AULTWOODS LANE CINCINNATI OH 45208 DIRECTOR (JASON'S CONNECTION) 1.00 0 0 0 DONNA ZARING 3512 AULTWOODS LANE CINCINNATI OH 45208 DIRECTOR (JASON'S CONNECTION) 1.00 0 0 0 NONE 0 NONE 0 0 3761919 2917771 343725 7023415 0 0 7023415 105351 6918064 345903 345903 1292 1292 344611 0 344611 0 344611 347645 0 347645 344611 320801 2019 2018 13196 0 347645 320801 13196 0 13648 0 0 0 0 0 0 0 0 330963 0 0 0 JEFFREY HARRIS X MAYERSON ACADEMY FOR HUMAN SERVICES 700 W PETE ROSE WAY CINCINNATI OH 45203 NONE PC TO SUPPORT RESEARCH-BASED EDUCATION FOR COMMUNITIES AND EDUCATIONS 1000 LADD INC 3603 VICTORY PARKWAY CINCINNATI OH 45229 NONE PC TO SUPPORT RESIDENTIAL SERVICES FOR ADULTS WITH DISABILITIES 61000 CRAIG AND FRANCES LINDNER CENTER OF HOPE 4075 OLD WESTERN ROW ROAD MASON OH 45040 NONE PC TO SUPPORT INPATIENT CARE FOR ADULT PATIENTS SUFFERING FROM MENTAL ILLNESS 1250 EASTERSEALS 141 W JACKSON BLVD SUITE 1400A CHICAGO IL 60604 NONE PC TO SUPPORT THE DAY CAMPS AND RESIDENTIAL CAMPS FOR CHILDREN AND ADULTS 265 CINCINNATI ZOO 3400 VINE STREET CINCINNATI OH 45220 NONE PC TO SUPPORT THE ZOO OPERATIONS 4450 POSITIVE EXPOSURE PRODUCTIONS INC 14 EAST 109TH STREET NEW YORK NY 10029 NONE PC TO SUPPORT PHOTOGRAPHY AND VIDEO INTERVIEWS FOR PEOPLE LIVING WITH GENETIC CONDITIONS 350 OHIO STATE UNIVERSITY MEDICAL 410 W 10TH AVENUE COLUMBUS OH 43210 NONE PC TO SUPPORT THE HOSPITAL AND MEDICAL CENTER 100 OHIO INNOCENCE PROJECT 2540 CLIFTON AVENUE CINCINNATI OH 45221 NONE PC TO PROVIDE FUNDS FOR ATTORNEYS AND STUDENTS HELPING WRONGFULLY CONVICTED INMATES GET OUT OF PRISON 1000 MARLENE MEYERSON JCC MANHATTAN 334 AMSTERDAM AVENUE NEW YORK NY 10023 NONE PC TO PROVIDE FUNDS FOR PEOPLE TO CONNECT AND LEARN WITHIN THE JEWISH LANDSCAPE 1200 NATIONAL MULTIPLE SCLEROSIS SOCIETY 4665 CORNELL ROAD SUITE 170 CINCINNATI OH 45241 NONE PC TO PROVIDE FUNDS FOR RESEARCH ON MULTIPLE SCLEROSIS 100 ASPERGERAUTISM NETWORK 85 MAIN STREET SUITE 3 WATERTOWN MA 02472 NONE PC TO SUPPORT INDIVIDUALS AND FAMILIES BY PROVIDING EDUCATION AND SUPPORT FOR THOSE LIVING WITH ASPERGER'S AND AUTISM 500 MARTHA'S VINEYARD PRESERVATION TRUST INC PO BOX 5277 EDGARTOWN MA 025395277 NONE PC TO PROVIDE FUNDS TO HELP IN THE PRESERVATION OF MARTHA'S VINEYARD 1000 FREESTORE FOODBANK 112 E LIBERTY STREET CINCINNATI OH 45202 NONE PC TO SUPPORT THE RUBBER DUCK REGATTA 100 LEGAL AID SOCIETY OF CINCINNATI 215 E NINTH STREET NO 200 CINCINNATI OH 45202 NONE PC TO PROVIDE FUNDS TO HELP LOW INCOME PEOPLE WITH SERIOUS LEGAL PROBLEMS 150 CINCINNATI HEBREW DAY SCHOOL 2222 LOSANTIVILLE AVENUE CINCINNATI OH 45237 NONE PC TO SUPPORT THE EDUCATION OF STUDENTS IN BOTH JUDAIC AND SECULAR STUDIES FROM PRESCHOOL THROUGH HIGH SCHOOL 250 HEARING SPEECH & DEAF CENTER 2825 BURNET AVENUE CINCINNATI OH 45219 NONE PC TO PROVIDE EDUCATION AND ADVOCACY FOR THE HEARING IMPAIRED 200 CINCINNATI RECYCLING AND REUSE HUB PO BOX 58087 CINCINNATI OH 45258 NONE PC TO PROVIDE FUNDS TO HELP MITIGATE CLIMATE CHANGE BY THE WAY OF RECYCLING 500 LEAGUE OF WOMEN VOTERS OF CINCINNATI 103 WILLIAM HOWARD TAFT CINCINNATI OH 45219 NONE PC TO SUPPORT WOMEN VOTERS IN THE GREATER CINCINNATI AREA 70 NAMI URBAN GREATER CINCINNATI 1556 BLAIR AVENUE CINCINNATI OH 45207 NONE PC TO PROVIDE FUNDS AND SUPPORT TO THOSE SUFFERING FROM MENTAL ILLNESS 250 IMPACT 100 4010 EXECUTIVE PARK DRIVE CINCINNATI OH 45241 NONE PC TO SUPPORT ACTIVITIES IN THE GREATER CINCINNATI/NORTHERN KENTUCKY AREA 1100 GREEN UMBRELLA DBA CROWN CINCINNATI 5030 OAKLAWN DRIVE CINCINNATI OH 45227 NONE PC TO SUPPORT THE CROWN CINCINNATI INITIATIVE 34125 DENVER BOTANICAL GARDENS 1007 YORK STREET DENVER CO 80206 NONE PC TO SUPPORT THE PRESERVATION AND EDUCATION OF THE BOTANICAL GARDENS 2500 LA SOUPE CINCINNATI 915 E MCMILLAN STREET CINCINNATI OH 45206 NONE PC TO PROVIDE MEALS TO THOSE IN NEED 1000 WYOMING HIGH SCHOOL ALUMNI ASSOCIATION 8558 WYOMING CLUB DRIVE CINCINNATI OH 45215 NONE PC TO SUPPORT EVENTS GIVEN BY THE ORGANIZATION 1000 CINCINNATI NATURE CENTER 4949 TEALTOWN ROAD MILFORD OH 45150 NONE PC TO SUPPORT THE CONSERVATION OF ROWE WOODS AND LONG BRANCH FARM & TRAILS 1200 EPISCOPAL DIOCESE OF SOUTHERN OHIO 412 SYCAMORE STREET CINCINNATI OH 45202 NONE PC TO SUPPORT THE OPERATIONS OF EPISCOPALIAN CHURCHES IN SOUTHERN OHIO 300 TAFT MUSEUM OF ART 316 PIKE STREET CINCINNATI OH 45202 NONE PC TO SUPPORT EDUCATIONAL PROGRAMS THAT BRING ART COLLECTIONS TO LIFE 1250 CINCINNATI ART MUSEUM 953 EDEN PARK DRIVE CINCINNATI OH 45202 NONE PC TO SUPPORT EDUCATIONAL PROGRAMS THAT BRING ART COLLECTIONS TO LIFE 1500 DENVER ART MUSEUM 100 W 14TH AVENUE PARKWAY DENVER CO 80204 NONE PC TO SUPPORT EDUCATIONAL PROGRAMS THAT BRING ART COLLECTIONS TO LIFE 2585 KEN ANDERSON ALLIANCE 11260 CHESTER ROAD SUITE 280 CINCINNATI OH 45246 NONE PC TO PROVIDE FUNDS TO HELP ADULTS WITH DEVELOPMENTAL DISABILITIES BECOME INDEPENDENT 500 JEWISH FEDERATION OF CINCINNATI 8499 RIDGE ROAD CINCINNATI OH 45236 NONE PC TO PROVIDE FUNDS TO THE ISRAEL TRAVEL GRANT PROGRAM AND THE BUSINESS SERVICE PROGRAM THAT HELPS JEWISH ORGANIZATIONS IN THE CINCINNATI AREA 70000 THE SEVEN HILLS SCHOOL 5400 RED BANK ROAD CINCINNATI OH 45227 NONE PC TO PROVIDE FUNDS FOR EDUCATION, FINANCIAL AID AND SUMMER SCHOOL 25000 ENDOUROLOGICAL SOCIETY (WCET) 4100 DUFF PLACE LOWER LEVEL SEAFORD NY 11783 NONE PC TO SUPPORT THE WCET CONFERENCE 60 215855 0 14 36875 900099 18 69135 INCOME FROM K-1 SUSAN C. & JEFFREY P. HARRIS FAMILY II, LLC 900099 4813 4813 106010 0 110823 0 0 0 0 0 0 0 0 0 0 ACCOUNTING FEES 8400 4200 0 4200 THE FOUNDATION HAS UNDISTRIBUTED INCOME FOR THE 2018 AND 2019 TAX YEARS THAT TOTAL $13,196. THE FOUNDATION MANAGER IS ELECTING TO CARRYBACK QUALIFYING EXCESS DISTRIBUTIONS FROM THE CURRENT YEAR IN SATISFACTION OF THE PRIOR YEAR DISTRIBUTABLE AMOUNTS OUTSTANDING. THEREFORE, UNDER THE PROVISIONS OF 4961(A), THE ADDITIONAL TAX IMPOSED BY SECTION 4942(B) WILL NOT BE ASSESSED. CORPORATE STOCK 2994335 4400215 K-1 SUSAN C. & JEFFREY P. HARRIS FAMILY II, LLC AT COST 343725 343725 CAPITAL CALL INVESTMENT - COATUE GROWTH V PRIVATE INVESTORS OFFSHORE LP AT COST 171084 171084 CAPITAL CALL INVESTMENT - SLA II PRIVATE INVESTORS OFFSHORE LP AT COST 131961 131961 PRIOR PERIOD ADJUSTMENT 3340 COST BASIS ADJUSTMENT 50 NONDEDUCTIBLE EXPENSE FROM K-1 SUSAN C. & JEFFREY P. HARRIS FAMILY II, LLC 30 ADVERTISING 4637 0 0 4637 OFFICE EXPENSES 4567 4070 0 497 WEBSITE HOSTING 4620 670 0 3950 INSURANCE 5069 0 0 5069 DUES AND SUBSCRIPTIONS 751 0 0 751 REPAIRS AND MAINTENANCE 970 0 0 970 CHARITABLE CONTRIBUTION FROM K-1 SUSAN C. & JEFFREY P. HARRIS FAMILY II, LLC 19 0 0 19 INCOME FROM K-1 SUSAN C. & JEFFREY P. HARRIS FAMILY II, LLC 4813 0 CREDIT CARD PAYABLE 703 970 INVESTMENT MANAGEMENT FEES 3349 3349 0 0 BLOG FEES 250 0 0 250 PAYROLL PROCESSING FEES 1319 0 0 1319 OH ANNUAL FILING FEES 200 0 0 200 TAX PAYMENTS 5804 0 0 0 FOREIGN TAX WITHHELD 582 582 0 0 PAYROLL TAXES 7488 0 0 7488