SAUL SCHOTTENSTEIN FOUNDATION C: Form 990PF, tax year 2021
View the entire original 990 at ProPublica ↗
- Organization
- SAUL SCHOTTENSTEIN FOUNDATION C (EIN 27-0167574)
- Tax period
- 2021-01-01 to 2021-12-31
- Filed
- 2022-11-09
- IRS object ID
- 202233139349102063
- Schema version
- 2021v4.0
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- Accounting Fees Schedule
- Expln Of Non Filing With AG Stmt
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Other Expenses Schedule
- Other Income Schedule2
- Other Increases Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2022-11-09T14:42:40-05:00 | ReturnTs |
| Tax Period End | 2021-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 311016505 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | LANDAKER & ASSOCIATES INC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 598 OFFICE PKWY STE B | AddressLine1Txt |
| City | WESTERVILLE | CityNm |
| State Abbreviation | OH | StateAbbreviationCd |
| ZIP | 43082 | 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 | 270167574 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SAUL SCHOTTENSTEIN FOUNDATION C | BusinessNameLine1Txt |
| Business Name Line2 | C/O ARSHOT INVESTMENT CORPORATION | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | SAUL | BusinessNameControlTxt |
| Phone | 6144639730 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 107 S HIGH ST - 3RD FLOOR | AddressLine1Txt |
| City | COLUMBUS | CityNm |
| State Abbreviation | OH | StateAbbreviationCd |
| ZIP | 43215 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | THOMAS H SCHOTTENSTEIN | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 6144639730 | PhoneNum |
| Signature | 2022-11-15 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | THOMAS H | 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 | JAMES A LANDAKER CPA | PreparerPersonNm |
| PTIN | P01223122 | PTIN |
| Phone | 6148991101 | PhoneNum |
| Preparation | 2022-11-07 | PreparationDt |
| 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 | $4,849,460 | FMVAssetsEOYAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $145,533 | ContriRcvdRevAndExpnssAmt |
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Interest On Sav Rev And Expnss | $1,592 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $1,592 | InterestOnSavNetInvstIncmAmt |
| Interest On Savings Adj Net Incm | $1,592 | InterestOnSavingsAdjNetIncmAmt |
| Dividends Rev And Expnss | $32,369 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $32,369 | DividendsNetInvstIncmAmt |
| Dividends Adj Net Incm | $32,369 | DividendsAdjNetIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $164,126 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $1,207,306 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $164,126 | CapGainNetIncmNetInvstIncmAmt |
| Net ST Capital Gain Adj Net Incm | $28,266 | NetSTCapitalGainAdjNetIncmAmt |
| Other Income Rev And Expnss | $45,002 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $45,002 | OtherIncomeNetInvstIncmAmt |
| Other Income Adj Net Incm | $45,002 | OtherIncomeAdjNetIncmAmt |
| Total Rev And Expnss | $388,622 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $243,089 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $107,229 | TotalAdjNetIncmAmt |
| Accounting Fees Rev And Expnss | $3,699 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $1,000 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $2,699 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $2,699 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $4,099 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $1,995 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Adj Net Incm | $2,104 | OtherProfFeesAdjNetIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $2,104 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $8,510 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $6,327 | TaxesNetInvstIncmAmt |
| Taxes Adj Net Incm | $2,183 | TaxesAdjNetIncmAmt |
| Taxes Dsbrs Chrtbl | $2,183 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $11,713 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $11,713 | OtherExpensesNetInvstIncmAmt |
| Tot Opr Expenses Rev And Expnss | $28,021 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $21,035 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $6,986 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $6,986 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $400,158 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $400,158 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $428,179 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $21,035 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $6,986 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $407,144 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$39,557 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $222,054 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $100,243 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $2,095,439 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $1,786,560 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $1,786,560 | SavAndTempCashInvstEOYFMVAmt |
| Acct Rcvbl BOY | $54,467 | AcctRcvblBOYAmt |
| Corporate Stock BOY | $970,538 | CorporateStockBOYAmt |
| Corporate Stock EOY | $1,381,243 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $1,487,915 | CorporateStockEOYFMVAmt |
| Other Investments BOY | $1,437,448 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $1,447,395 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $1,574,985 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $4,557,892 | TotalAssetsBOYAmt |
| Total Assets EOY | $4,615,198 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $4,849,460 | TotalAssetsEOYFMVAmt |
| Accounts Payable BOY | $21,126 | AccountsPayableBOYAmt |
| Accounts Payable EOY | $2,883 | AccountsPayableEOYAmt |
| Total Liabilities BOY | $21,126 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $2,883 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $4,536,766 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | $4,610,108 | NoDonorRstrNetAssestsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $4,536,766 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $4,610,108 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $4,557,892 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $4,612,991 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $4,536,766 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$39,557 | ExcessRevenueOverExpensesAmt |
| Other Increases | $112,899 | OtherIncreasesAmt |
| Subtotal | $4,610,108 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $4,610,108 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (3 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|
| FIDELITY - LONG TERM | P | $24,682 | $106,600 | -$81,918 | -$81,918 |
| TD AMERITRADE - SHORT TERM | P | $202,405 | $174,139 | $28,266 | $28,266 |
| TD AMERITRADE - LONG TERM | P | $970,222 | $762,441 | $207,781 | $207,781 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $164,126 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | $28,266 | NetShortTermCapitalGainLossAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $3,087 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $3,087 | SubtotalAmt |
| Tax Based On Investment Income | $3,087 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $1,000 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $1,000 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $4 | EsPenaltyAmt |
| Tax Due | $2,091 | TaxDueAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | false | LegislativePoliticalActyInd |
| More Than100 Spent | false | MoreThan100SpentInd |
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (true) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Org Report Or Register State | OH | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (true) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | false | PrivateOperatingFoundationInd |
| New Substantial Contributors | false | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
| Website Address | ARSHOT@ARSHOT.COM | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THOMAS H SCHOTTENSTEIN TRUSTEE | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 6144639730 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 107 S HIGH ST - 3RD FLOOR | AddressLine1Txt |
| Address Line2 | 3RD FLOOR | AddressLine2Txt |
| City | COLUMBUS | CityNm |
| State Abbreviation | OH | StateAbbreviationCd |
| ZIP | 43215 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | false | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | false | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | false | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | false | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | false | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Business Holdings | false | BusinessHoldingsInd |
| Jeopardy Investments | false | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | false | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | false | InfluenceLegislationInd |
| Influence Election | false | InfluenceElectionInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Noncharitable Purpose | false | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | THOMAS H SCHOTTENSTEIN | PersonNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | C/O ARSHOT INVESTMENT CORPORATION | AddressLine1Txt |
| Address Line2 | 107 S HIGH ST - 3RD FLOOR | AddressLine2Txt |
| City | COLUMBUS | CityNm |
| State Abbreviation | OH | StateAbbreviationCd |
| ZIP | 43215 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Title | PRESIDENT | TitleTxt |
| Average Hrs Per Wk Devoted To Pos | 000.00 | AverageHrsPerWkDevotedToPosRt |
| Compensation | $0 | CompensationAmt |
| Employee Benefit Program | $0 | EmployeeBenefitProgramAmt |
| Expense Account Other Allwnc | $0 | ExpenseAccountOtherAllwncAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | N/A | Description1Txt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $1,328,999 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $1,940,999 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $1,469,655 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $4,739,653 | TotalFMVOfUnusedAssetsAmt |
| Adjusted Total FMV Of Unused Ast | $4,739,653 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $71,095 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $4,668,558 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $233,428 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $233,428 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $3,087 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $3,087 | TotalTaxAmt |
| Distributable Before Adj | $230,341 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $230,341 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $230,341 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $407,144 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $407,144 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $230,341 | DistributableAsAdjustedAmt |
| Excess Distribution Cyov Yr5 | $202,699 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $81,498 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr2 | $204,320 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $42,799 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $531,316 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $407,144 | QualifyingDistributionsAmt |
| Applied To Current Year | $230,341 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $176,803 | RemainingDistriFromCorpusAmt |
| Total Corpus | $708,119 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov From Yr5 | $202,699 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $505,420 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $81,498 | ExcessFromYear4Amt |
| Excess From Year2 | $204,320 | ExcessFromYear2Amt |
| Excess From Year1 | $42,799 | ExcessFromYear1Amt |
| Excess From Current Year | $176,803 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | THOMAS H SCHOTTENSTEIN TRUSTEE | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 107 S HIGH ST - 3RD FLOOR | AddressLine1Txt |
| City | COLUMBUS | CityNm |
| State Abbreviation | OH | StateAbbreviationCd |
| ZIP | 43215 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 6144639730 | RecipientPhoneNum |
| Form And Info And Materials | COPY OF FEDERAL TAX EXEMPTION LETTER SHOWING THAT THE REQUESTING ORGANIZATION IS EXEMPT AS A IRC SECTION 501(C)3 ORGANIZATION. LETTER DETAILING PROPOSED USE OF ANY FUNDS AWARDED. UPON APPROVEL OF THE GRANT REQUEST: THE ORGANIZATION WILL AGREE THAT ANY FUNDS NOT USED FOR THE INTENDED PURPOSE OF THE GRANT WILL BE RETURNED. THE ORGANIZATION WILL PROVIDE A FOLLOW UP LETTER AND/OR REPORT FOR THE PERIOD(S) IN WHICH THE GRANT WAS EXPENDED. | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | NONE | SubmissionDeadlinesTxt |
| Restrictions On Awards | SEE APPLICATION FORMAT AND REQUIRED CONTENTS COMMENTS. | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (62 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | Address Line2RecipientUSAddress/AddressLine2Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line1RecipientForeignAddress/AddressLine1Txt | CityRecipientForeignAddress/CityNm | Province Or StateRecipientForeignAddress/ProvinceOrStateNm | CountryRecipientForeignAddress/CountryCd |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| AHAVAS CHESED | ||||||||||||
| 1255-43 ST | APT 2A | BROOKLYN | NY | 11219 | NONE | COMPLETED | GENERAL OPERATIONS | $1,260 | ||||
| AHAVAS SHOLOM | ||||||||||||
| 2568 E BROAD ST | COLUMBUS | OH | 43209 | NONE | COMPLETED | GENERAL OPERATIONS | $180 | |||||
| ALEPH INSTITUTE | ||||||||||||
| 9540 COLLINS AVE | SURFSIDE | FL | 33154 | NONE | COMPLETED | GENERAL OPERATIONS | $540 | |||||
| AVNER INSTITUTE | ||||||||||||
| 1526 UNION ST | BROOKLYN | NY | 11213 | NONE | COMPLETED | GENERAL OPERATIONS | $360 | |||||
| CAMP GAN ISRAEL | ||||||||||||
| 6220 E DUBLIN GRANVILLE | RD | NEW ALVANY | OH | 43054 | NONE | COMPLETED | GENERAL OPERATIONS | $1,800 | ||||
| CHABAD AT UCF INC | ||||||||||||
| 600 OAK CIR | OVIEDO | FL | 32765 | NONE | COMPLETED | GENERAL OPERATIONS | $360 | |||||
| CHABAD MOROCCO | ||||||||||||
| 1 AVENUE MOULAY ABDELLAH | AGADIR | OH | 43230 | NONE | COMPLETED | GENERAL PURPOSE | $3,622 | |||||
| CHABAD OF BOCAS | ||||||||||||
| NONE | COMPLETED | GENERAL OPERATIONS | $180 | CALLE 1 | BOCAS DEL TORO | BOCAS DEL TORO | PM | |||||
| CHABAD ON CAMPUS INTL | ||||||||||||
| 719 EASTERN PARKWAY | BROOKLYN | NY | 11213 | NONE | COMPLETED | GENERAL OPERATIONS | $1,080 | |||||
| CHARIDAY AGUDATH ISRAEL | ||||||||||||
| 42 BROADWAY | 14TH FLOOR | NEW YORK | NY | 10004 | NONE | COMPLETED | GENERAL OPERATIONS | $360 | ||||
| CHARIDY BONEI OLAM | ||||||||||||
| 1755 46TH ST | BROOKLYN | NY | 11204 | NONE | COMPLETED | GENERAL OPERATIONS | $750 | |||||
| CHARIDY CHAYENU | ||||||||||||
| 1526 UNION ST | BROOKLYN | NY | 11213 | NONE | COMPLETED | GENERAL OPERATIONS | $1,800 | |||||
| CHARIDY SOULWORDS | ||||||||||||
| 598 OFFICE PARKWAY | WESTERVILLE | OH | 43082 | NONE | COMPLETED | GENERAL OPERATIONS | $540 | |||||
| CHAYENU | ||||||||||||
| 1526 UNION ST | BROOKLYN | NY | 11213 | NONE | COMPLETED | GENERAL OPERATIONS | $321 | |||||
| CHAYIM V CHESED INC | ||||||||||||
| 169 HEWES ST | 1-D | BROOKLYN | NY | 11211 | NONE | COMPLETED | GENERAL OPERATIONS | $7,770 | ||||
| CHOFETZ CHAIM YESHIVA | ||||||||||||
| 82 HIGHVIEW RD | SUFFERN | NY | 10901 | NONE | COMPLETED | GENERAL OPERATIONS | $1,000 | |||||
| COLEL CHABAD | ||||||||||||
| 806 EASTERN PARKWAY | BROOKLYN | NY | 11213 | NONE | COMPLETED | GENERAL OPERATIONS | $7,080 | |||||
| COLUMBUS COMMUNITY KOLLEL | ||||||||||||
| 2513 E MAIN ST | COLUMBUS | OH | 43209 | NONE | COMPLETED | GENERAL OPERATIONS | $558 | |||||
| COLUMBUS TORAH ACADEMY | ||||||||||||
| 181 NOE BIXBY RD | COLUMBUS | OH | 43213 | NONE | COMPLETED | GENERAL OPERATIONS | $3,800 | |||||
| CONGREGATION AHAVAS SHALOM | ||||||||||||
| 2568 E BROAD ST | COLUMBUS | OH | 43209 | NONE | COMPLETED | GENERAL OPERATIONS | $4,973 | |||||
| CONGREGATION CHOCHMAS ELIEZER | ||||||||||||
| 1227 41ST ST | BROOKLYN | NY | 11218 | NONE | COMPLETED | GENERAL OPERATIONS | $2,500 | |||||
| CONGREGATION KHAL YEREIM | ||||||||||||
| 1771 S TAYLOR RD | CLEVELAND HEIGHTS | OH | 44118 | NONE | COMPLETED | GENERAL OPERATIONS | $3,600 | |||||
| CONGREGATION LAMPLIGHTERS | ||||||||||||
| 777 EASTERN PARKWAY | BROOKLYN | NY | 112133452 | NONE | COMPLETED | GENERAL OPERATIONS | $115,800 | |||||
| CONGREGATION OHEL CHABAD | ||||||||||||
| 22620 FRANCIS LEWIS BLVD | CAMBRIA HEIGHTS | NY | 11411 | NONE | COMPLETED | GENERAL OPERATIONS | $1,000 | |||||
| DERECH HATORAH | ||||||||||||
| 125 KINGS HIGHWAY S | ROCHESTER | NY | 14617 | NONE | COMPLETED | GENERAL OPERATIONS | $360 | |||||
| EDUCATIONAL INSTITUTE OHOLEI TORAH | ||||||||||||
| 667 EASTERN PARKWAY | BROOKLYN | NY | 11213 | NONE | COMPLETED | GENERAL OPERATIONS | $720 | |||||
| FRIENDS OF BIKUR CHOLIM EZRAT ACHIM | ||||||||||||
| 5014-5016 16TH AVE | 283 | BROOKLYN | NY | 11204 | NONE | COMPLETED | GENERAL OPERATIONS | $4,000 | ||||
| GLOBAL JEWISH ASSISTANT & RELIEF | ||||||||||||
| 1485 UNION ST | BROOKLYN | NY | 11213 | NONE | COMPLETED | GENERAL OPERATIONS | $750 | |||||
| GO FUND ME | ||||||||||||
| 598 OFFICE PARKWAY | WESTERVILLE | OH | 43082 | NONE | COMPLETED | GENERAL OPERATIONS | $2,355 | |||||
| GREAT CHARITY CHAYE OLAM | ||||||||||||
| PO BOX 786 | NEW YORK | NY | 10038 | NONE | COMPLETE | GENERAL OPERATIONS | $360 | |||||
| GYE CORP | ||||||||||||
| 3918 FALLSTAFF RD | BALTIMORE | MD | 21215 | NONE | COMPLETED | GENERAL OPERATIONS | $1,000 | |||||
| HATZALAH OF CROWN HEIGHTS | ||||||||||||
| 383 KINGSTON AVE | SUITE 99 | BROOKLYN | NY | 11213 | NONE | COMPLETED | GENERAL OPERATIONS | $540 | ||||
| INSTITUTE FOR DAYANIM | ||||||||||||
| 25625 SOUTHFIELD RD 107 | SOUTHFIELD | MI | 48075 | NONE | COMPLETED | GENERAL OPERATIONS | $10,010 | |||||
| JCC CHABAD OF LONG ISLAND CITY | ||||||||||||
| 10-29 48TH AVE | LONG ISLAND CITY | NY | 11101 | NONE | COMPLETED | GENERAL OPERATIONS | $180 | |||||
| JEWISH RUSSIAN COMMUNITY CENTER | ||||||||||||
| NONE | COMPLETED | GENERAL OPERATIONS | $2,800 | 5987 BATHURST ST 3 | NORTH YORK | ONTARIO | CA | |||||
| JUDAICA WORLD OF BROOKLYN NY | ||||||||||||
| 329 KINGSTON AVE | BROOKLYN | NY | 11213 | NONE | COMPLETED | GENERAL OPERATIONS | $165 | |||||
| KEREN HACHOMESH | ||||||||||||
| 770 EASTERN PARKWAY | BROOKLYN | NY | 11213 | NONE | COMPLETED | GENERAL OPERATIONS | $540 | |||||
| KEREN SIMCHAS | ||||||||||||
| 34 KEW GARDENS DR | LAKEWOOD | NJ | 08701 | NONE | COMPLETED | GENERAL OPERATIONS | $1,000 | |||||
| KOLLEL LEBO CHAFEITZ | ||||||||||||
| 598 OFFICE PARKWAY | WESTERVILLE | OH | 43082 | NONE | COMPLETED | GENERAL OPERATIONS | $540 | |||||
| KOLLEL YCM | ||||||||||||
| 2203 S GREEN RD | UNIVERSITY HEIGHTS | OH | 44118 | NONE | COMPLETED | GENERAL OPERATIONS | $540 | |||||
| LAMPLIGHTERS YESHIVA | ||||||||||||
| 1337 PRESIDENT ST | BROOKLYN | NY | 11213 | NONE | COMPLETED | GENERAL OPERATIONS | $133,200 | |||||
| LUBAVITCH EDUCATIONAL CENTER | ||||||||||||
| 17330 NW 7TH AVE | MIAMI | FL | 33169 | NONE | COMPLETED | GENERAL OPERATIONS | $7,200 | |||||
| LUBAVITCHER HEADQUARTERS | ||||||||||||
| 770 EASTERN PARKWAY | BROOKLYN | NY | 11213 | NONE | COMPLETED | GENERAL OPERATIONS | $185 | |||||
| LUBAVITCHER SCHOOL | ||||||||||||
| 841 OCEAN PARKWAY | BROOKLYN | NY | 11230 | NONE | COMPLETED | GENERAL OPERATIONS | $1,800 | |||||
| MERKOS | ||||||||||||
| 770 EASTERN PARKWAY | BROOKLYN | NY | 11213 | NONE | COMPLETED | GENERAL OPERATIONS | $500 | |||||
| MIKVAH HADASSA | ||||||||||||
| 437 MILBURN AVE | SHORT HILLS | NJ | 07041 | NONE | COMPLETED | GENERAL OPERATIONS | $5,400 | |||||
| NEVE YERUSHALAIM COLLEGE | ||||||||||||
| NONE | COMPLETED | GENERAL OPERATIONS | $180 | 1 BEIT YITZCHOK ST | JERUSALEM | JERUSALEM | IS | |||||
| NOSSONS SHUL | ||||||||||||
| 534 EMPIRE BLVD | BROOKLYN | NY | 11225 | NONE | COMPLETED | GENERAL OPERATIONS | $540 | |||||
| OHEL YISRAEL | ||||||||||||
| 8196-R TERMINAL RD | LORTON | VA | 22079 | NONE | COMPLETED | GENERAL OPERATIONS | $180 | |||||
| OSU CHABAD- SCHOTTENSTEIN HOUSE | ||||||||||||
| 207 E 15TH AVE | COLUMBUS | OH | 43201 | NONE | COMPLETED | GENERAL OPERATIONS | $5,400 | |||||
| RAISE TIP THE ART OF | ||||||||||||
| 598 OFFICE PARKWAY | WESTERVILLE | OH | 43082 | NONE | COMPLETED | GENERAL OPERATIONS | $10 | |||||
| SHUL OF BAL HARBOR - THE SHUL | ||||||||||||
| 9540 COLLINS AVE | SURFSIDE | FL | 33154 | NONE | COMPLETED | GENERAL OPERATIONS | $38,489 | |||||
| SUKKAT SHALEYM INC | ||||||||||||
| 33 LOOMIS ST | MONTPELIER | VT | 05602 | NONE | COMPLETED | GENERAL OPERATIONS | $180 | |||||
| TEN YAD TEN YAD | ||||||||||||
| 559 EMPIRE BLVD | BROOKLYN | NY | 11225 | NONE | COMPLETED | GENERAL OPERATIONS | $450 | |||||
| THE CHESED FUND | ||||||||||||
| 1340 EAST 13TH ST | BROOKLYN | NY | 11230 | NONE | COMPLETED | GENERAL OPERATIONS | $360 | |||||
| THE HURWITZ FAMILY FUND | ||||||||||||
| 439 W KENNETH RD | GLENDALE | CA | 91202 | NONE | COMPLETED | GENERAL OPERATIONS | $1,000 | |||||
| TORAH CENTER | ||||||||||||
| 2942 EAST BROAD ST | COLUMBUS | OH | 43209 | NONE | COMPLETED | GENERAL OPERATIONS | $1,700 | |||||
| TORAH SCHOOLS FOR ISRAEL | ||||||||||||
| 40 EXCHANGE PLACE | NEW YORK | NY | 10005 | NONE | COMPLETED | GENERAL OPERATIONS | $1,080 | |||||
| TORAS CHESED INC | ||||||||||||
| 421 6TH ST | LAKEWOOD | NJ | 08701 | NONE | COMPLETED | GENERAL OPERATIONS | $13,320 | |||||
| YAD ELIEZER | ||||||||||||
| 1102 E 26TH ST | BROOKLYN | NY | 11210 | NONE | COMPLETED | GENERAL OPERATIONS | $450 | |||||
| YAD L'ACHIM | ||||||||||||
| 4018 18TH AVE | BROOKLYN | NY | 11218 | NONE | COMPLETED | GENERAL OPERATIONS | $1,260 | |||||
| YALDEI SHLUCHEI HAREBBE | ||||||||||||
| 353 KINGSTON AVE | 302 | BROOKLYN | NY | 11213 | NONE | COMPLETED | GENERAL OPERATIONS | $180 | ||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $400,158 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 25 | ExclusionCd |
| Exclusion | $1,592 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 25 | ExclusionCd |
| Exclusion | $32,369 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $164,126 | RelatedOrExemptFunctionIncmAmt |
Other Revenue Described OtherRevenueDescribedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | NET INCOME INSTANT BINGO CA | Desc |
| Exclusion | 25 | ExclusionCd |
| Exclusion | $45,002 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $78,963 | ExclusionAmt |
| Related Or Exempt Function Incm | $164,126 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $243,089 | TotalIncomeProducingActyAmt |
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp (2 entries)
| Line NumberLineNumberTxt | Relationship StatementRelationshipStatementTxt |
|---|---|
| 3 | REINVESTED FOR CURRENT AND FUTURE CHARITABLE GIVING. |
| 4 | REINVESTED FOR CURRENT AND FUTURE CHARITABLE GIVING. |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | false | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | false | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | false | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | false | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | false | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | false | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | false | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | false | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | false | RelationshipsNonchrtblEOInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LANDAKER & ASSOCIATES, INC.- CPA | CategoryTxt |
| Amt | $3,699 | Amt |
| Net Investment Income | $1,000 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $2,699 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $2,699 | DisbursementsCharitablePrpsAmt |
Expln Of Non Filing With AG Stmt ExplnOfNonFilingWithAGStmt
| Field | Value | IRS element (for citing) |
|---|---|---|
| Explanation | NOT REQUIRED - VERIFICATION OF FORM 990PF FILING IS ALL THAT IS REQUIRED BY STATE OF OHIO. | ExplanationTxt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (3 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| MS-ACCT - 676-307601 | ||
| MS-ACCT - 676-307600 | ||
| AMERITRADE 342365 | $1,381,243 | $1,487,915 |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (2 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| RED HEN EQUITY INVESTMENT | AT COST | $1,106,508 | $1,106,508 |
| MOD. SINGLE PREM. UNIV. LIFE POL. | AT COST | $340,887 | $468,477 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| EXPENSES | ||
| RED HEN P/S OPERATING LOSS | $11,713 | $11,713 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | NET INCOME INSTANT BINGO CARD | Desc |
| Revenue And Expenses Per Books | $45,002 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $45,002 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $45,002 | AdjustedNetIncomeAmt |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | INCREASE IN CASH SURRENDER VALUE | Desc |
| Amt | $112,899 | Amt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| FIDELITY - AGENCY FEES | $1,995 | $1,995 | ||
| OTHER ADMINISTRATIVE FEES | $2,104 | $2,104 | $2,104 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (4 entries)
| CategoryCategoryTxt | AmtAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|---|---|
| OHIO CHARITABLE REGISTRATION FEE | $2,183 | $2,183 | $2,183 | |
| FEDERAL EXCISE TAX - PRIOR YEARS | $787 | $787 | ||
| FOREIGN TAXES WITHHELD | $3,333 | $3,333 | ||
| FEDERAL EXCISE TAX - 2021 | $2,207 | $2,207 |
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