JAY AND JEANIE SCHOTTENSTEIN FOUNDATION: Form 990PF, tax year 2020
View the entire original 990 at ProPublica ↗
- Organization
- JAY AND JEANIE SCHOTTENSTEIN FOUNDATION (EIN 31-1111955)
- Tax period
- 2020-01-01 to 2020-12-31
- Filed
- 2021-10-28
- IRS object ID
- 202103019349100325
- Schema version
- 2020v4.1
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- 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 | 2021-10-28T10:29:41-05:00 | ReturnTs |
| Tax Period End | 2020-12-31 | 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 | 2020-01-01 | 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 | 2021-10-28 | 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 | 2020 | TaxYr |
| Build TS | 2022-09-23 18:48:47Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $26,512,639 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $13,644,522 | ContriRcvdRevAndExpnssAmt |
| Dividends Rev And Expnss | $264,841 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $264,841 | DividendsNetInvstIncmAmt |
| Gross Rents Rev And Expnss | $12,624 | GrossRentsRevAndExpnssAmt |
| Gross Rents Net Invst Incm | $12,624 | GrossRentsNetInvstIncmAmt |
| Net Rental Income Or Loss | $9,432 | NetRentalIncomeOrLossAmt |
| Net Gain Sale Ast Rev And Expnss | $613,875 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $1,601,738 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $613,875 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $14,535,862 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $891,340 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $25,000 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $0 | AccountingFeesChrtblPrpsAmt |
| Taxes Rev And Expnss | $49,542 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $1,566 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Deprec And Dpltn Rev And Expnss | $27,848 | DeprecAndDpltnRevAndExpnssAmt |
| Deprec And Dpltn Net Invst Incm | $1,563 | DeprecAndDpltnNetInvstIncmAmt |
| Other Expenses Rev And Expnss | $728 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $63 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $103,118 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $3,192 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $9,675,497 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $9,675,497 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $9,778,615 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $3,192 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $9,675,497 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $4,757,247 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $888,148 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $52,809 | CashBOYAmt |
| Cash EOY | $64,934 | CashEOYAmt |
| Cash EOYFMV | $64,934 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $917,285 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $1,086,167 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $1,086,167 | SavAndTempCashInvstEOYFMVAmt |
| Prepaid Expenses BOY | $46,075 | PrepaidExpensesBOYAmt |
| Prepaid Expenses EOY | $9,785 | PrepaidExpensesEOYAmt |
| Prepaid Expenses EOYFMV | $9,785 | PrepaidExpensesEOYFMVAmt |
| Corporate Stock BOY | $5,443,176 | CorporateStockBOYAmt |
| Corporate Stock EOY | $5,722,906 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $22,835,517 | CorporateStockEOYFMVAmt |
| Invst Land Cost Or Other Basis | $1,729,518 | InvstLandCostOrOtherBasisAmt |
| Invst Land Accum Depreciation | $360,910 | InvstLandAccumDepreciationAmt |
| Land Bldg Investments BOY | $1,396,457 | LandBldgInvestmentsBOYAmt |
| Land Bldg Investments EOY | $1,368,608 | LandBldgInvestmentsEOYAmt |
| Land Bldg Investments EOYFMV | $2,481,431 | LandBldgInvestmentsEOYFMVAmt |
| Other Assets BOY | $34,805 | OtherAssetsBOYAmt |
| Other Assets EOY | $34,805 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $34,805 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $7,890,607 | TotalAssetsBOYAmt |
| Total Assets EOY | $8,287,205 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $26,512,639 | TotalAssetsEOYFMVAmt |
| Accounts Payable BOY | $635 | AccountsPayableBOYAmt |
| Accounts Payable EOY | $635 | AccountsPayableEOYAmt |
| Loans From Officers BOY | $16,461,834 | LoansFromOfficersBOYAmt |
| Loans From Officers EOY | $20,311,834 | LoansFromOfficersEOYAmt |
| Total Liabilities BOY | $16,462,469 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $20,312,469 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | -$8,571,862 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | -$12,025,264 | NoDonorRstrNetAssestsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | -$8,571,862 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | -$12,025,264 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $7,890,607 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $8,287,205 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | -$8,571,862 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $4,757,247 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | -$3,814,615 | SubtotalAmt |
| Other Decreases | $8,210,649 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | -$12,025,264 | 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 | $1,601,738 | GrossSalesPriceAmt |
| Cost Or Other Basis | $987,863 | CostOrOtherBasisAmt |
| Gain Or Loss | $613,875 | GainOrLossAmt |
| Gains Minus Excess Or Losses | $613,875 | GainsMinusExcessOrLossesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $613,875 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $12,345 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $12,345 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $12,345 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $9,785 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $20,000 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $29,785 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $17,440 | OverpaymentAmt |
| Applied To ES Tax | $17,440 | 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 | $12,934,460 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $623,426 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $44,590 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $13,602,476 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $13,602,476 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $204,037 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $13,398,439 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $669,922 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $669,922 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $12,345 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $12,345 | TotalTaxAmt |
| Distributable Before Adj | $657,577 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $657,577 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $657,577 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $9,675,497 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $9,675,497 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $9,675,497 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $657,577 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr2 | $191,114 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $5,476,713 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $5,667,827 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $9,675,497 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $9,017,920 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $657,577 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $14,685,747 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $13,644,522 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $1,041,225 | ExcessDistriCyovToNextYrAmt |
| Excess From Current Year | $1,041,225 | 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 (53 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 | $749,281 | |
| AMERICAN FRIENDS OF BARUCH FEIGA U'MARPEH | ||||||||
| 1274 49TH STREET SUITE 603 | BROOKLYN | NY | 11219 | NONE | PC | COMMUNITY | $1,000 | |
| AMERICAN FRIENDS OF CHASDEI YOSEPH | ||||||||
| 1368-57TH STREET | BROOKLYN | NY | 11219 | NONE | PC | RELIGIOUS | $312,000 | |
| AMERICAN FRIENDS OF MIGDAL OHR | ||||||||
| 1560 BROADWAY SUITE 708 | NEW YORK | NY | 10036 | NONE | PC | COMMUNITY | $150,000 | |
| AMERICAN FRIENDS OF NISHMAT INC | ||||||||
| 271 MADISON AVENUE 3RD FLOOR | NEW YORK | NY | 10016 | NONE | PC | EDUCATION | $361,500 | |
| AMERICAN FRIENDS OF POSAY-ACH ES YODECHO | ||||||||
| 1023 5TH ST APT 2R | BROOKLYN | NY | 11219 | NONE | PC | COMMUNITY | $18,000 | |
| CENTRAL FUND OF ISRAEL | ||||||||
| 461 CENTRAL AVENUE | CEDARHURST | NY | 11516 | NONE | PC | COMMUNITY | $97,808 | |
| CHABAD OF KEY BISCAYNE INC | ||||||||
| 211 GREENWOOD DRIVE | KEY BISCAYNE | FL | 33149 | NONE | PC | EDUCATION | $78,000 | |
| CHABAD ON CAMPUS AT OSU | ||||||||
| 207 E 15 AVENUE | COLUMBUS | OH | 43201 | NONE | PC | EDUCATION | $90,000 | |
| COLUMBUS COMMUNITY KOLLEL | ||||||||
| 2513 E MAIN ST | COLUMBUS | OH | 43209 | NONE | PC | EDUCATION | $71,320 | |
| COLUMBUS FOUNDATION | ||||||||
| 552 SOUTH DREXEL AVENUE | BEXLEY | OH | 43209 | NONE | PC | COMMUNITY | $10,000 | |
| COLUMBUS MUSEUM OF ART | ||||||||
| 480 E BROAD ST | COLUMBUS | OH | 43215 | NONE | PC | COMMUNITY | $30,000 | |
| COLUMBUS TORAH ACADEMY | ||||||||
| 181 NOE BIXBY ROAD | COLUMBUS | OH | 43213 | NONE | PC | EDUCATION | $196,500 | |
| COMMUNITY PROJECT | ||||||||
| 506 NORTH PARKVIEW AVENUE | BEXLEY | OH | 43209 | NONE | PC | COMMUNITY | $5,000 | |
| CONGREGATION TORAT EMET | ||||||||
| 2375 E MAIN ST | COLUMBUS | OH | 43209 | NONE | PC | RELIGIOUS | $129,000 | |
| DEGEL YERUSHALAYIM CULTURAL INC | ||||||||
| 101 WEST 31 STREET | NEW YORK | NY | 10001 | NONE | PC | COMMUNITY | $50,000 | |
| DIASPORA YESHIVA TORAS YISRAEL | ||||||||
| 662 LEFFERTS AVE | BROOKLYN | NY | 11203 | NONE | PC | RELIGIOUS | $245,000 | |
| EDUCATIONAL OPPORTUNITY FUND INC | ||||||||
| 825 FOREST AVENUE | LAKEWOOD | NJ | 08701 | NONE | PC | EDUCATION | $500 | |
| FRIEND OF TORAS CHOCHAM | ||||||||
| 1419 47TH STREET | BROOKLYN | NY | 11219 | NONE | PC | RELIGIOUS | $250 | |
| FRIENDS OF OHEL MIRIAM INC | ||||||||
| 1574 45TH STREET | BROOKLYN | NY | 11219 | NONE | PC | RELIGIOUS | $2,500 | |
| FRIENDS OF THE ISRAEL DEFENSE FORCES | ||||||||
| 1801 NE 123RD STREET SUITE 301 | N MIAMI | FL | 33181 | NONE | PC | COMMUNITY | $987,390 | |
| GEMILOS CHASADIM CHASDEI MOSHE | ||||||||
| 1412 AVENUE M SUITE 2373 | BROOKLYN | NY | 11230 | NONE | PC | RELIGIOUS | $1,493,400 | |
| G'MACH CHASDEI SHIMON | ||||||||
| 18 NEW COUNTY ROAD | MONSEY | NY | 10952 | NONE | PC | RELIGIOUS | $36,000 | |
| GREATER MIAMI JEWISH FEDERATION | ||||||||
| 4200 BISCAYNE BLVD | MIAMI | FL | 33137 | NONE | PC | COMMUNITY | $97,478 | |
| HADASSAH | ||||||||
| 50 WEST 58TH STREET | NEW YORK | NY | 10019 | NONE | PC | COMMUNITY | $100,000 | |
| HADASSAH MEDICAL RELIEF ASSOCIATION | ||||||||
| 40 WALL STREET | NEW YORK | NY | 10019 | NONE | PC | COMMUNITY | $97,478 | |
| HATZALAH OF ROCKWAYS & NASSAU COUNTY | ||||||||
| 621 BEACH 9TH STREET | FAR ROCKAWAY | NY | 11691 | NONE | PC | COMMUNITY | $50,000 | |
| HEICHAL HATALMUD | ||||||||
| 1628 57TH STREET | BROOKLYN | NY | 11204 | NONE | PC | COMMUNITY | $100,000 | |
| HILLEL FOUNDATION | ||||||||
| 46 E 16TH AVENUE | COLUMBUS | OH | 43201 | NONE | PC | EDUCATION | $25,000 | |
| JEWISH COMMUNITY LEARNING CENTER | ||||||||
| 19340 NE 18TH PL | NORTH MIAMI | FL | 33179 | NONE | PC | EDUCATION | $10,000 | |
| JEWISH EXPERIENCE OF MADISON | ||||||||
| 3453 N 54TH STEET | MILWAUKEE | WI | 53216 | NONE | PC | EDUCATION | $750 | |
| JEWISH FAMILY SERVICES | ||||||||
| 1070 COLLEGE AVENUE | COLUMBUS | OH | 43209 | NONE | PC | COMMUNITY | $50,000 | |
| JEWISH LIFELINE NETWORK | ||||||||
| 46 BRIARCLIFF DRIVE | MONSEY | NY | 10952 | NONE | PC | COMMUNITY | $20,000 | |
| KNESSET YEHUDA | ||||||||
| 848 E 13TH STREET | BROOKLYN | NY | 11230 | NONE | PC | RELIGIOUS | $2,000 | |
| MESORAH HERITAGE FOUNDATION | ||||||||
| 4401 SECOND AVENUE | BROOKLYN | NY | 11232 | NONE | PC | EDUCATION | $1,724,918 | |
| MIAMI BEACH JCC | ||||||||
| 4221 PINE TREE DRIVE | MIAMI BEACH | FL | 33140 | NONE | PC | COMMUNITY | $100,000 | |
| OAE PINSK KARLIN | ||||||||
| 1274 - 49TH STREET SUITE 213 | BROOKLYN | NY | 11219 | NONE | PC | RELIGIOUS | $72,000 | |
| OHR CHAIM CONGREGATION INC | ||||||||
| 317 WEST 4TH STREET | MIAMI BEACH | FL | 33140 | NONE | PC | RELIGIOUS | $68,000 | |
| OSU CHABAD HOUSE | ||||||||
| 6220 E DUBLIN GRANVILLE ROAD | NEW ALBANY | OH | 43054 | NONE | PC | RELIGIOUS | $75,000 | |
| 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 | |
| SIMON WIESENTHAL CENTER | ||||||||
| 1399 SOUTH ROXBURY DRIVE | LOS ANGELES | CA | 90035 | NONE | PC | EDUCATION | $492,976 | |
| 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 | $64,800 | |
| TORAH SCHOOLS OF ISRAEL | ||||||||
| 40 EXCHANGE PLACE | NEW YORK | NY | 102690311 | NONE | PC | EDUCATION | $1,000 | |
| TOURO COLLEGE | ||||||||
| 500 SEVENTH AVENUE | NEW YORK | NY | 10018 | NONE | PC | EDUCATION | $25,000 | |
| TOURO SYNAGOGUE | ||||||||
| 85 TOURO STREET | NEWPORT | RI | 02840 | NONE | PC | RELIGIOUS | $1,200 | |
| THE TRUSTEES OF COLUMBIA UNIVERSITY | ||||||||
| 622 WEST 113TH STREET MAIL CODE | NEW YORK | NY | 10025 | NONE | PC | EDUCATION | $400,366 | 4524 |
| UNITED WAY OF CENTRAL OHIO | ||||||||
| PO BOX 951571 | CLEVELAND | OH | 44193 | NONE | PC | COMMUNITY | $50,000 | |
| WESTERN WALL HERITAGE FOUNDATION | ||||||||
| 587 FIFTH AVENUE 7TH FLOOR | NEW YORK | NY | 10017 | NONE | PC | HISTORICAL CONSERVATION | $799,482 | |
| YACHAD | ||||||||
| 11 BROADWAY 13TH FLOOR | NEW YORK | NY | 10004 | NONE | PC | RELIGIOUS | $5,000 | |
| YAD L'ACHIM | ||||||||
| 579 5TH AVENUE SUITE 1420 | NEW YORK | NY | 10017 | NONE | PC | RELIGIOUS | $3,600 | |
| 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 | $9,675,497 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $264,841 | ExclusionAmt |
Net Rntl Incm Re Not Debt Fincd Prop NetRntlIncmReNotDebtFincdProp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 16 | ExclusionCd |
| Exclusion | $9,432 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $613,875 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $888,148 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $888,148 | 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 (5 entries)
| ContributorContributorNum | Address Line1ContributorUSAddress/AddressLine1Txt | CityContributorUSAddress/CityNm | State AbbreviationContributorUSAddress/StateAbbreviationCd | ZIPContributorUSAddress/ZIPCd | Total ContributionsTotalContributionsAmt | Person ContributionPersonContributionInd | Noncash ContributionNoncashContributionInd |
|---|---|---|---|---|---|---|---|
| MOLER INVESTMENT COMPANY LLC | |||||||
| 1 | 4300 EAST FIFTH AVE | COLUMBUS | OH | 43219 | $1,400,000 | Yes (X) | |
| JAY SCHOTTENSTEIN | |||||||
| 2 | 4300 EAST FIFTH AVE | COLUMBUS | OH | 43219 | $3,061,130 | Yes (X) | |
| JOSEPH SCHOTTENSTEIN | |||||||
| 3 | 4300 EAST FIFTH AVE | COLUMBUS | OH | 43219 | $3,061,130 | Yes (X) | |
| JONATHAN SCHOTTENSTEIN | |||||||
| 4 | 4300 EAST FIFTH AVE | COLUMBUS | OH | 43219 | $3,061,130 | Yes (X) | |
| JEFFREY SCHOTTENSTEIN | |||||||
| 5 | 4300 EAST FIFTH AVE | COLUMBUS | OH | 43219 | $3,061,130 | Yes (X) | |
Non Cash Property Contribution NonCashPropertyContributionGrp (24 entries)
| ContributorContributorNum | Noncash PropertyNoncashPropertyDesc | Fair Market ValueFairMarketValueAmt | ReceivedReceivedDt |
|---|---|---|---|
| 2 | ALTERYX STOCK | $269,643 | 2020-01-30 |
| 2 | ADYEN NV STOCK | $44,885 | 2020-01-30 |
| 2 | FASTLY STOCK | $42,567 | 2020-01-30 |
| 2 | DATADOG STOCK | $919,323 | 2020-06-23 |
| 2 | ADYEN NV STOCK | $1,023,812 | 2020-10-01 |
| 2 | UBER STOCK | $760,900 | 2020-12-10 |
| 3 | ALTERYX STOCK | $269,643 | 2020-01-30 |
| 3 | ADYEN NV STOCK | $44,885 | 2020-01-30 |
| 3 | FASTLY STOCK | $42,567 | 2020-01-30 |
| 3 | DATADOG STOCK | $919,323 | 2020-06-23 |
| 3 | ADYEN NV STOCK | $1,023,812 | 2020-10-01 |
| 3 | UBER STOCK | $760,900 | 2020-12-10 |
| 4 | ALTERYX STOCK | $269,643 | 2020-01-30 |
| 4 | ADYEN NV STOCK | $44,885 | 2020-01-30 |
| 4 | FASTLY STOCK | $42,567 | 2020-01-30 |
| 4 | DATADOG STOCK | $919,323 | 2020-06-23 |
| 4 | ADYEN NV STOCK | $1,023,812 | 2020-10-01 |
| 4 | UBER STOCK | $760,900 | 2020-12-10 |
| 5 | ALTERYX STOCK | $269,643 | 2020-01-30 |
| 5 | ADYEN NV STOCK | $44,885 | 2020-01-30 |
| 5 | FASTLY STOCK | $42,567 | 2020-01-30 |
| 5 | DATADOG STOCK | $919,323 | 2020-06-23 |
| 5 | ADYEN NV STOCK | $1,023,812 | 2020-10-01 |
| 5 | UBER STOCK | $760,900 | 2020-12-10 |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | PROFESSIONAL FEES | CategoryTxt |
| Amt | $25,000 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Distribution From Corpus Election DistributionFromCorpusElection
| Field | Value | IRS element (for citing) |
|---|---|---|
| Election | PURSUANT TO TREASURY REGULATION 53.4942(A)-(3)(D)(2), THE FOUNDATION HEREBY ELECTS TO TREAT CURRENT YEAR QUALIFYING DISTRIBUTIONS IN EXCESS OF THE IMMEDIATELY PRECEDING TAX YEAR'S UNDISTRIBUTED INCOME AS BEING MADE OUT OF CORPUS. THE ELECTED AMOUNT IS $9,017,920 | 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 AMERICA INCPROPERTY DESCRIPTION: ALTERYX STOCKBOOK VALUE: 23645.46METHOD TO DETERMINE BOOK VALUE: DONOR'S BASISFMV: 249281.31METHOD TO DETERMINE FMV: AVERAGE OF HIGH/LOWDATE OF CONTRIBUTION: 2/4/2020RECIPIENT: AGUDATH ISRAEL OF AMERICA INCPROPERTY DESCRIPTION: CASHBOOK VALUE: 500000METHOD TO DETERMINE BOOK VALUE: CASHFMV: 500000METHOD TO DETERMINE FMV: CASHDATE OF CONTRIBUTION: 6/17/2020RECIPIENT: AMERICAN FRIENDS OF BARUCH FEIGA U'MARPEHPROPERTY DESCRIPTION: CASHBOOK VALUE: 1000METHOD TO DETERMINE BOOK VALUE: CASHFMV: 1000METHOD TO DETERMINE FMV: CASHDATE OF CONTRIBUTION: 6/17/2020RECIPIENT: AMERICAN FRIENDS OF CHASDEI YOSEPHPROPERTY DESCRIPTION: CASHBOOK VALUE: 10000METHOD TO DETERMINE BOOK VALUE: CASHFMV: 10000METHOD TO DETERMINE FMV: CASHDATE OF CONTRIBUTION: 1/3/2020RECIPIENT: AMERICAN FRIENDS OF CHASDEI YOSEPHPROPERTY DESCRIPTION: CASHBOOK VALUE: 10000METHOD TO DETERMINE BOOK VALUE: CASHFMV: 10000METHOD TO DETERMINE FMV: CASHDATE OF CONTRIBUTION: 2/14/2020RECIPIENT: AMERICAN FRIENDS OF CHASDEI YOSEPHPROPERTY DESCRIPTION: CASHBOOK VALUE: 101000METHOD TO DETERMINE BOOK VALUE: CASHFMV: 101000METHOD TO DETERMINE FMV: CASHDATE OF CONTRIBUTION: 2/14/2020RECIPIENT: AMERICAN FRIENDS OF CHASDEI YOSEPHPROPERTY DESCRIPTION: CASHBOOK VALUE: 10000METHOD TO DETERMINE BOOK VALUE: CASHFMV: 10000METHOD TO DETERMINE FMV: CASHDATE OF CONTRIBUTION: 3/1/2020RECIPIENT: AMERICAN FRIENDS OF CHASDEI YOSEPHPROPERTY DESCRIPTION: CASHBOOK VALUE: 10000METHOD TO DETERMINE BOOK VALUE: CASHFMV: 10000METHOD TO DETERMINE FMV: CASHDATE OF CONTRIBUTION: 5/6/2020RECIPIENT: AMERICAN FRIENDS OF CHASDEI YOSEPHPROPERTY DESCRIPTION: CASHBOOK VALUE: 10000METHOD TO DETERMINE BOOK VALUE: CASHFMV: 10000METHOD TO DETERMINE FMV: CASHDATE OF CONTRIBUTION: 6/19/2020RECIPIENT: AMERICAN FRIENDS OF CHASDEI YOSEPHPROPERTY DESCRIPTION: CASHBOOK VALUE: 10000METHOD TO DETERMINE BOOK VALUE: CASHFMV: 10000METHOD TO DETERMINE FMV: CASHDATE OF CONTRIBUTION: 7/14/2020RECIPIENT: AMERICAN FRIENDS OF CHASDEI YOSEPHPROPERTY DESCRIPTION: CASHBOOK VALUE: 10000METHOD TO DETERMINE BOOK VALUE: CASHFMV: 10000METHOD TO DETERMINE FMV: CASHDATE OF CONTRIBUTION: 8/1/2020RECIPIENT: AMERICAN FRIENDS OF CHASDEI YOSEPHPROPERTY DESCRIPTION: CASHBOOK VALUE: 10000METHOD TO DETERMINE BOOK VALUE: CASHFMV: 10000METHOD TO DETERMINE FMV: CASHDATE OF CONTRIBUTION: 9/10/2020RECIPIENT: AMERICAN FRIENDS OF CHASDEI YOSEPHPROPERTY DESCRIPTION: CASHBOOK VALUE: 10000METHOD TO DETERMINE BOOK VALUE: CASHFMV: 10000METHOD TO DETERMINE FMV: CASHDATE OF CONTRIBUTION: 10/1/2020RECIPIENT: AMERICAN FRIENDS OF CHASDEI YOSEPHPROPERTY DESCRIPTION: CASHBOOK VALUE: 101000METHOD TO DETERMINE BOOK VALUE: CASHFMV: 101000METHOD TO DETERMINE FMV: CASHDATE OF CONTRIBUTION: 11/16/2020RECIPIENT: AMERICAN FRIENDS OF CHASDEI YOSEPHPROPERTY DESCRIPTION: CASHBOOK VALUE: 10000METHOD TO DETERMINE BOOK VALUE: CASHFMV: 10000METHOD TO DETERMINE FMV: CASHDATE OF CONTRIBUTION: 11/16/2020RECIPIENT: AMERICAN FRIENDS OF CHASDEI YOSEPHPROPERTY DESCRIPTION: CASHBOOK VALUE: 10000METHOD TO DETERMINE BOOK VALUE: CASHFMV: 10000METHOD TO DETERMINE FMV: CASHDATE OF CONTRIBUTION: 12/1/2020RECIPIENT: AMERICAN FRIENDS OF MIGDAL OHRPROPERTY DESCRIPTION: CASHBOOK VALUE: 150000METHOD TO DETERMINE BOOK VALUE: CASHFMV: 150000METHOD TO DETERMINE FMV: CASHDATE OF CONTRIBUTION: 12/7/2020RECIPIENT: AMERICAN FRIENDS OF NISHMAT, INC.PROPERTY DESCRIPTION: CASHBOOK VALUE: 165000METHOD TO DETERMINE BOOK VALUE: CASHFMV: 165000METHOD TO DETERMINE FMV: CASHDATE OF CONTRIBUTION: 6/17/2020RECIPIENT: AMERICAN FRIENDS OF NISHMAT, INC.PROPERTY DESCRIPTION: CASHBOOK VALUE: 171500METHOD TO DETERMINE BOOK VALUE: CASHFMV: 171500METHOD TO DETERMINE FMV: CASHDATE OF CONTRIBUTION: 9/28/2020RECIPIENT: AMERICAN FRIENDS OF NISHMAT, INC.PROPERTY DESCRIPTION: CASHBOOK VALUE: 25000METHOD TO DETERMINE BOOK VALUE: CASHFMV: 25000METHOD TO DETERMINE FMV: CASHDATE OF CONTRIBUTION: 12/1/2020RECIPIENT: AMERICAN FRIENDS OF POSAY-ACH ES YODECHOPROPERTY DESCRIPTION: CASHBOOK VALUE: 18000METHOD TO DETERMINE BOOK VALUE: CASHFMV: 18000METHOD TO DETERMINE FMV: CASHDATE OF CONTRIBUTION: 6/17/2020RECIPIENT: CENTRAL FUND OF ISRAELPROPERTY DESCRIPTION: ALTERYX STOCKBOOK VALUE: 1537.92METHOD TO DETERMINE BOOK VALUE: DONOR'S BASISFMV: 14588.64METHOD TO DETERMINE FMV: AVERAGE OF HIGH/LOWDATE OF CONTRIBUTION: 2/6/2020RECIPIENT: CENTRAL FUND OF ISRAELPROPERTY DESCRIPTION: FASTLY STOCKBOOK VALUE: 24890.55METHOD TO DETERMINE BOOK VALUE: DONOR'S BASISFMV: 83219.34METHOD TO DETERMINE FMV: AVERAGE OF HIGH/LOWDATE OF CONTRIBUTION: 2/6/2020RECIPIENT: CHABAD OF KEY BISCAYNE, INCPROPERTY DESCRIPTION: CASHBOOK VALUE: 6500METHOD TO DETERMINE BOOK VALUE: CASHFMV: 6500METHOD TO DETERMINE FMV: CASHDATE OF CONTRIBUTION: 1/3/2020RECIPIENT: CHABAD OF KEY BISCAYNE, INCPROPERTY DESCRIPTION: CASHBOOK VALUE: 6500METHOD TO DETERMINE BOOK VALUE: CASHFMV: 6500METHOD TO DETERMINE FMV: CASHDATE OF CONTRIBUTION: 2/5/2020RECIPIENT: CHABAD OF KEY BISCAYNE, INCPROPERTY DESCRIPTION: CASHBOOK VALUE: 6500METHOD TO DETERMINE BOOK VALUE: CASHFMV: 6500METHOD TO DETERMINE FMV: CASHDATE OF CONTRIBUTION: 3/1/2020RECIPIENT: CHABAD OF KEY BISCAYNE, INCPROPERTY DESCRIPTION: CASHBOOK VALUE: 6500METHOD TO DETERMINE BOOK VALUE: CASHFMV: 6500METHOD TO DETERMINE FMV: CASHDATE OF CONTRIBUTION: 4/1/2020RECIPIENT: CHABAD OF KEY BISCAYNE, INCPROPERTY DESCRIPTION: CASHBOOK VALUE: 6500METHOD TO DETERMINE BOOK VALUE: CASHFMV: 6500METHOD TO DETERMINE FMV: CASHDATE OF CONTRIBUTION: 5/6/2020RECIPIENT: CHABAD OF KEY BISCAYNE, INCPROPERTY DESCRIPTION: CASHBOOK VALUE: 6500METHOD TO DETERMINE BOOK VALUE: CASHFMV: 6500METHOD TO DETERMINE FMV: CASHDATE OF CONTRIBUTION: 6/8/2020RECIPIENT: CHABAD OF KEY BISCAYNE, INCPROPERTY DESCRIPTION: CASHBOOK VALUE: 6500METHOD TO DETERMINE BOOK VALUE: CASHFMV: 6500METHOD TO DETERMINE FMV: CASHDATE OF CONTRIBUTION: 7/14/2020RECIPIENT: CHABAD OF KEY BISCAYNE, INCPROPERTY DESCRIPTION: CASHBOOK VALUE: 6500METHOD TO DETERMINE BOOK VALUE: CASHFMV: 6500METHOD TO DETERMINE FMV: CASHDATE OF CONTRIBUTION: 8/1/2020RECIPIENT: CHABAD OF KEY BISCAYNE, INCPROPERTY DESCRIPTION: CASHBOOK VALUE: 6500METHOD TO DETERMINE BOOK VALUE: CASHFMV: 6500METHOD TO DETERMINE FMV: CASHDATE OF CONTRIBUTION: 9/1/2020RECIPIENT: CHABAD OF KEY BISCAYNE, INCPROPERTY DESCRIPTION: CASHBOOK VALUE: 6500METHOD TO DETERMINE BOOK VALUE: CASHFMV: 6500METHOD TO DETERMINE FMV: CASHDATE OF CONTRIBUTION: 10/1/2020RECIPIENT: CHABAD OF KEY BISCAYNE, INCPROPERTY DESCRIPTION: CASHBOOK VALUE: 6500METHOD TO DETERMINE BOOK VALUE: CASHFMV: 6500METHOD TO DETERMINE FMV: CASHDATE OF CONTRIBUTION: 11/1/2020RECIPIENT: CHABAD OF KEY BISCAYNE, INCPROPERTY DESCRIPTION: CASHBOOK VALUE: 6500METHOD TO DETERMINE BOOK VALUE: CASHFMV: 6500METHOD TO DETERMINE FMV: CASHDATE OF CONTRIBUTION: 12/1/2020RECIPIENT: CHABAD ON CAMPUS AT OSUPROPERTY DESCRIPTION: CASHBOOK VALUE: 7500METHOD TO DETERMINE BOOK VALUE: CASHFMV: 7500METHOD TO DETERMINE FMV: CASHDATE OF CONTRIBUTION: 1/3/2020RECIPIENT: CHABAD ON CAMPUS AT OSUPROPERTY DESCRIPTION: CASHBOOK VALUE: 7500METHOD TO DETERMINE BOOK VALUE: CASHFMV: 7500METHOD TO DETERMINE FMV: CASHDATE OF CONTRIBUTION: 2/5/2020RECIPIENT: CHABAD ON CAMPUS AT OSUPROPERTY DESCRIPTION: CASHBOOK VALUE: 7500METHOD TO DETERMINE BOOK VALUE: CASHFMV: 7500METHOD TO DETERMINE FMV: CASHDATE OF CONTRIBUTION: 3/1/2020RECIPIENT: CHABAD ON CAMPUS AT OSUPROPERTY DESCRIPTION: CASHBOOK VALUE: 7500METHOD TO DETERMINE BOOK VALUE: CASHFMV: 7500METHOD TO DETERMINE FMV: CASHDATE OF CONTRIBUTION: 4/1/2020RECIPIENT: CHABAD ON CAMPUS AT OSUPROPERTY DESCRIPTION: CASHBOOK VALUE: 7500METHOD TO DETERMINE BOOK VALUE: CASHFMV: 7500METHOD TO DETERMINE FMV: CASHDATE OF CONTRIBUTION: 5/6/2020RECIPIENT: CHABAD ON CAMPUS AT OSUPROPERTY DESCRIPTION: CASHBOOK VALUE: 7500METHOD TO DETERMINE BOOK VALUE: CASHFMV: 7500METHOD TO DETERMINE FMV: CASHDATE OF CONTRIBUTION: 6/8/2020RECIPIENT: CHABAD ON CAMPUS AT OSUPROPERTY DESCRIPTION: CASHBOOK VALUE: 7500METHOD TO DETERMINE BOOK VALUE: CASHFMV: 7500METHOD TO DETERMINE FMV: CASHDATE OF CONTRIBUTION: 7/14/2020RECIPIENT: CHABAD ON CAMPUS AT OSUPROPERTY DESCRIPTION: CASHBOOK VALUE: 7500METHOD TO DETERMINE BOOK VALUE: CASHFMV: 7500METHOD TO DETERMINE FMV: CASHDATE OF CONTRIBUTION: 8/1/2020RECIPIENT: CHABAD ON CAMPUS AT OSUPROPERTY DESCRIPTION: CASHBOOK VALUE: 7500METHOD TO DETERMINE BOOK VALUE: CASHFMV: 7500METHOD TO DETERMINE FMV: CASHDATE OF CONTRIBUTION: 9/1/2020RECIPIENT: CHABAD ON CAMPUS AT OSUPROPERTY DESCRIPTION: CASHBOOK VALUE: 7500METHOD TO DETERMINE BOOK VALUE: CASHFMV: 7500METHOD TO DETERMINE FMV: CASHDATE OF CONTRIBUTION: 10/1/2020RECIPIENT: CHABAD ON CAMPUS AT OSUPROPERTY DESCRIPTION: CASHBOOK VALUE: 7500METHOD TO DETERMINE BOOK VALUE: CASHFMV: 7500METHOD TO DETERMINE FMV: CASHDATE OF CONTRIBUTION: 11/1/2020RECIPIENT: CHABAD ON CAMPUS AT OSUPROPERTY DESCRIPTION: CASHBOOK VALUE: 7500METHOD TO DETERMINE BOOK VALUE: CASHFMV: 7500METHOD TO DETERMINE FMV: CASHDATE OF CONTRIBUTION: 12/1/2020RECIPIENT: COLUMBUS COMMUNITY KOLLELPROPERTY DESCRIPTION: CASHBOOK VALUE: 5735METHOD TO DETERMINE BOOK VALUE: CASHFMV: 5735METHOD TO DETERMINE FMV: CASHDATE OF CONTRIBUTION: 1/3/2020RECIPIENT: COLUMBUS COMMUNITY KOLLELPROPERTY DESCRIPTION: CASHBOOK VALUE: 5735METHOD TO DETERMINE BOOK VALUE: CASHFMV: 5735METHOD TO DETERMINE FMV: CASHDATE OF CONTRIBUTION: 2/5/2020RECIPIENT: COLUMBUS COMMUNITY KOLLELPROPERTY DESCRIPTION: CASHBOOK VALUE: 2500METHOD TO DETERMINE BOOK VALUE: CASHFMV: 2500METHOD TO DETERMINE FMV: CASHDATE OF CONTRIBUTION: 2/13/2020RECIPIENT: COLUMBUS COMMUNITY KOLLELPROPERTY DESCRIPTION: CASHBOOK VALUE: 5735METHOD TO DETERMINE BOOK VALUE: CASHFMV: 5735METHOD TO DETERMINE FMV: CASHDATE OF CONTRIBUTION: 3/1/2020RECIPIENT: COLUMBUS COMMUNITY KOLLELPROPERTY DESCRIPTION: CASHBOOK VALUE: 5735METHOD TO DETERMINE BOOK VALUE: CASHFMV: 5735METHOD TO DETERMINE FMV: CASHDATE OF CONTRIBUTION: 4/1/2020RECIPIENT: COLUMBUS COMMUNITY KOLLELPROPERTY DESCRIPTION: CASHBOOK VALUE: 5735METHOD TO DETERMINE BOOK VALUE: CASHFMV: 5735METHOD TO DETERMINE FMV: CASHDATE OF CONTRIBUTION: 5/6/2020RECIPIENT: COLUMBUS COMMUNITY KOLLELPROPERTY DESCRIPTION: CASHBOOK VALUE: 5735METHOD TO DETERMINE BOOK VALUE: CASHFMV: 5735METHOD TO DETERMINE FMV: CASHDATE OF CONTRIBUTION: 6/8/2020RECIPIENT: COLUMBUS COMMUNITY KOLLELPROPERTY DESCRIPTION: CASHBOOK VALUE: 5735METHOD TO DETERMINE BOOK VALUE: CASHFMV: 5735METHOD TO DETERMINE FMV: CASHDATE OF CONTRIBUTION: 7/14/2020RECIPIENT: COLUMBUS COMMUNITY KOLLELPROPERTY DESCRIPTION: CASHBOOK VALUE: 5735METHOD TO DETERMINE BOOK VALUE: CASHFMV: 5735METHOD TO DETERMINE FMV: CASHDATE OF CONTRIBUTION: 8/1/2020RECIPIENT: COLUMBUS COMMUNITY KOLLELPROPERTY DESCRIPTION: CASHBOOK VALUE: 5735METHOD TO DETERMINE BOOK VALUE: CASHFMV: 5735METHOD TO DETERMINE FMV: CASHDATE OF CONTRIBUTION: 9/1/2020RECIPIENT: COLUMBUS COMMUNITY KOLLELPROPERTY DESCRIPTION: CASHBOOK VALUE: 5735METHOD TO DETERMINE BOOK VALUE: CASHFMV: 5735METHOD TO DETERMINE FMV: CASHDATE OF CONTRIBUTION: 10/1/2020RECIPIENT: COLUMBUS COMMUNITY KOLLELPROPERTY DESCRIPTION: CASHBOOK VALUE: 5735METHOD TO DETERMINE BOOK VALUE: CASHFMV: 5735METHOD TO DETERMINE FMV: CASHDATE OF CONTRIBUTION: 11/1/2020RECIPIENT: COLUMBUS COMMUNITY KOLLELPROPERTY DESCRIPTION: CASHBOOK VALUE: 5735METHOD TO DETERMINE BOOK VALUE: CASHFMV: 5735METHOD TO DETERMINE FMV: CASHDATE OF CONTRIBUTION: 12/1/2020RECIPIENT: COLUMBUS FOUNDATIONPROPERTY DESCRIPTION: CASHBOOK VALUE: 10000METHOD TO DETERMINE BOOK VALUE: CASHFMV: 10000METHOD TO DETERMINE FMV: CASHDATE OF CONTRIBUTION: 12/1/2020RECIPIENT: COLUMBUS MUSEUM OF ARTPROPERTY DESCRIPTION: CASHBOOK VALUE: 5000METHOD TO DETERMINE BOOK VALUE: CASHFMV: 5000METHOD TO DETERMINE FMV: CASHDATE OF CONTRIBUTION: 8/1/2020RECIPIENT: COLUMBUS MUSEUM OF ARTPROPERTY DESCRIPTION: CASHBOOK VALUE: 25000METHOD TO DETERMINE BOOK VALUE: CASHFMV: 25000METHOD TO DETERMINE FMV: CASHDATE OF CONTRIBUTION: 9/28/2020RECIPIENT: COLUMBUS TORAH ACADEMYPROPERTY DESCRIPTION: CASHBOOK VALUE: 6500METHOD TO DETERMINE BOOK VALUE: CASHFMV: 6500METHOD TO DETERMINE FMV: CASHDATE OF CONTRIBUTION: 1/3/2020RECIPIENT: COLUMBUS TORAH ACADEMYPROPERTY DESCRIPTION: CASHBOOK VALUE: 6500METHOD TO DETERMINE BOOK VALUE: CASHFMV: 6500METHOD TO DETERMINE FMV: CASHDATE OF CONTRIBUTION: 2/5/2020RECIPIENT: COLUMBUS TORAH ACADEMYPROPERTY DESCRIPTION: CASHBOOK VALUE: 6500METHOD TO DETERMINE BOOK VALUE: CASHFMV: 6500METHOD TO DETERMINE FMV: CASHDATE OF CONTRIBUTION: 3/1/2020RECIPIENT: COLUMBUS TORAH ACADEMYPROPERTY DESCRIPTION: CASHBOOK VALUE: 6500METHOD TO DETERMINE BOOK VALUE: CASHFMV: 6500METHOD TO DETERMINE FMV: CASHDATE OF CONTRIBUTION: 4/1/2020RECIPIENT: COLUMBUS TORAH ACADEMYPROPERTY DESCRIPTION: CASHBOOK VALUE: 6500METHOD TO DETERMINE BOOK VALUE: CASHFMV: 6500METHOD TO DETERMINE FMV: CASHDATE OF CONTRIBUTION: 5/6/2020RECIPIENT: COLUMBUS TORAH ACADEMYPROPERTY DESCRIPTION: CASHBOOK VALUE: 6500METHOD TO DETERMINE BOOK VALUE: CASHFMV: 6500METHOD TO DETERMINE FMV: CASHDATE OF CONTRIBUTION: 6/8/2020RECIPIENT: COLUMBUS TORAH ACADEMYPROPERTY DESCRIPTION: CASHBOOK VALUE: 6500METHOD TO DETERMINE BOOK VALUE: CASHFMV: 6500METHOD TO DETERMINE FMV: CASHDATE OF CONTRIBUTION: 7/14/2020RECIPIENT: COLUMBUS TORAH ACADEMYPROPERTY DESCRIPTION: CASHBOOK VALUE: 6500METHOD TO DETERMINE BOOK VALUE: CASHFMV: 6500METHOD TO DETERMINE FMV: CASHDATE OF CONTRIBUTION: 8/1/2020RECIPIENT: COLUMBUS TORAH ACADEMYPROPERTY DESCRIPTION: CASHBOOK VALUE: 6500METHOD TO DETERMINE BOOK VALUE: CASHFMV: 6500METHOD TO DETERMINE FMV: CASHDATE OF CONTRIBUTION: 9/1/2020RECIPIENT: COLUMBUS TORAH ACADEMYPROPERTY DESCRIPTION: CASHBOOK VALUE: 6500METHOD TO DETERMINE BOOK VALUE: CASHFMV: 6500METHOD TO DETERMINE FMV: CASHDATE OF CONTRIBUTION: 10/1/2020RECIPIENT: COLUMBUS TORAH ACADEMYPROPERTY DESCRIPTION: CASHBOOK VALUE: 6500METHOD TO DETERMINE BOOK VALUE: CASHFMV: 6500METHOD TO DETERMINE FMV: CASHDATE OF CONTRIBUTION: 11/1/2020RECIPIENT: COLUMBUS TORAH ACADEMYPROPERTY DESCRIPTION: CASHBOOK VALUE: 125000METHOD TO DETERMINE BOOK VALUE: CASHFMV: 125000METHOD TO DETERMINE FMV: CASHDATE OF CONTRIBUTION: 12/1/2020RECIPIENT: COMMUNITY PROJECT PROPERTY DESCRIPTION: CASHBOOK VALUE: 5000METHOD TO DETERMINE BOOK VALUE: CASHFMV: 5000METHOD TO DETERMINE FMV: CASHDATE OF CONTRIBUTION: 6/29/2020RECIPIENT: CONGREGATION TORAT EMETPROPERTY DESCRIPTION: CASHBOOK VALUE: 12500METHOD TO DETERMINE BOOK VALUE: CASHFMV: 12500METHOD TO DETERMINE FMV: CASHDATE OF CONTRIBUTION: 2/3/2020RECIPIENT: CONGREGATION TORAT EMETPROPERTY DESCRIPTION: CASHBOOK VALUE: 6000METHOD TO DETERMINE BOOK VALUE: CASHFMV: 6000METHOD TO DETERMINE FMV: CASHDATE OF CONTRIBUTION: 2/12/2020RECIPIENT: CONGREGATION TORAT EMETPROPERTY DESCRIPTION: CASHBOOK VALUE: 25000METHOD TO DETERMINE BOOK VALUE: CASHFMV: 25000METHOD TO DETERMINE FMV: CASHDATE OF CONTRIBUTION: 2/28/2020RECIPIENT: CONGREGATION TORAT EMETPROPERTY DESCRIPTION: CASHBOOK VALUE: 18500METHOD TO DETERMINE BOOK VALUE: CASHFMV: 18500METHOD TO DETERMINE FMV: CASHDATE OF CONTRIBUTION: 7/15/2020RECIPIENT: CONGREGATION TORAT EMETPROPERTY DESCRIPTION: CASHBOOK VALUE: 40000METHOD TO DETERMINE BOOK VALUE: CASHFMV: 40000METHOD TO DETERMINE FMV: CASHDATE OF CONTRIBUTION: 12/1/2020 |
| CONTRIBUTION DETAIL (CONTINUED) | PART I, LINE 25 | RECIPIENT: CONGREGATION TORAT EMETPROPERTY DESCRIPTION: CASHBOOK VALUE: 27000METHOD TO DETERMINE BOOK VALUE: CASHFMV: 27000METHOD TO DETERMINE FMV: CASHDATE OF CONTRIBUTION: 10/1/2020RECIPIENT: DEGEL YERUSHALAYIM CULTURAL INC.PROPERTY DESCRIPTION: CASHBOOK VALUE: 50000METHOD TO DETERMINE BOOK VALUE: CASHFMV: 50000METHOD TO DETERMINE FMV: CASHDATE OF CONTRIBUTION: 6/19/2020RECIPIENT: DIASPORA YESHIVA TORAS YISRAELPROPERTY DESCRIPTION: CASHBOOK VALUE: 10000METHOD TO DETERMINE BOOK VALUE: CASHFMV: 10000METHOD TO DETERMINE FMV: CASHDATE OF CONTRIBUTION: 1/3/2020RECIPIENT: DIASPORA YESHIVA TORAS YISRAELPROPERTY DESCRIPTION: CASHBOOK VALUE: 20000METHOD TO DETERMINE BOOK VALUE: CASHFMV: 20000METHOD TO DETERMINE FMV: CASHDATE OF CONTRIBUTION: 2/14/2020RECIPIENT: DIASPORA YESHIVA TORAS YISRAELPROPERTY DESCRIPTION: CASHBOOK VALUE: 10000METHOD TO DETERMINE BOOK VALUE: CASHFMV: 10000METHOD TO DETERMINE FMV: CASHDATE OF CONTRIBUTION: 3/1/2020RECIPIENT: DIASPORA YESHIVA TORAS YISRAELPROPERTY DESCRIPTION: CASHBOOK VALUE: 10000METHOD TO DETERMINE BOOK VALUE: CASHFMV: 10000METHOD TO DETERMINE FMV: CASHDATE OF CONTRIBUTION: 5/6/2020RECIPIENT: DIASPORA YESHIVA TORAS YISRAELPROPERTY DESCRIPTION: CASHBOOK VALUE: 10000METHOD TO DETERMINE BOOK VALUE: CASHFMV: 10000METHOD TO DETERMINE FMV: CASHDATE OF CONTRIBUTION: 6/19/2020RECIPIENT: DIASPORA YESHIVA TORAS YISRAELPROPERTY DESCRIPTION: CASHBOOK VALUE: 10000METHOD TO DETERMINE BOOK VALUE: CASHFMV: 10000METHOD TO DETERMINE FMV: CASHDATE OF CONTRIBUTION: 7/14/2020RECIPIENT: DIASPORA YESHIVA TORAS YISRAELPROPERTY DESCRIPTION: CASHBOOK VALUE: 10000METHOD TO DETERMINE BOOK VALUE: CASHFMV: 10000METHOD TO DETERMINE FMV: CASHDATE OF CONTRIBUTION: 8/1/2020RECIPIENT: DIASPORA YESHIVA TORAS YISRAELPROPERTY DESCRIPTION: CASHBOOK VALUE: 10000METHOD TO DETERMINE BOOK VALUE: CASHFMV: 10000METHOD TO DETERMINE FMV: CASHDATE OF CONTRIBUTION: 9/10/2020RECIPIENT: DIASPORA YESHIVA TORAS YISRAELPROPERTY DESCRIPTION: CASHBOOK VALUE: 125000METHOD TO DETERMINE BOOK VALUE: CASHFMV: 125000METHOD TO DETERMINE FMV: CASHDATE OF CONTRIBUTION: 9/10/2020RECIPIENT: DIASPORA YESHIVA TORAS YISRAELPROPERTY DESCRIPTION: CASHBOOK VALUE: 10000METHOD TO DETERMINE BOOK VALUE: CASHFMV: 10000METHOD TO DETERMINE FMV: CASHDATE OF CONTRIBUTION: 10/1/2020RECIPIENT: DIASPORA YESHIVA TORAS YISRAELPROPERTY DESCRIPTION: CASHBOOK VALUE: 10000METHOD TO DETERMINE BOOK VALUE: CASHFMV: 10000METHOD TO DETERMINE FMV: CASHDATE OF CONTRIBUTION: 11/16/2020RECIPIENT: DIASPORA YESHIVA TORAS YISRAELPROPERTY DESCRIPTION: CASHBOOK VALUE: 10000METHOD TO DETERMINE BOOK VALUE: CASHFMV: 10000METHOD TO DETERMINE FMV: CASHDATE OF CONTRIBUTION: 12/1/2020RECIPIENT: EDUCATIONAL OPPORTUNITY FUND INC.PROPERTY DESCRIPTION: CASHBOOK VALUE: 500METHOD TO DETERMINE BOOK VALUE: CASHFMV: 500METHOD TO DETERMINE FMV: CASHDATE OF CONTRIBUTION: 6/17/2020RECIPIENT: FRIEND OF TORAS CHOCHAMPROPERTY DESCRIPTION: CASHBOOK VALUE: 250METHOD TO DETERMINE BOOK VALUE: CASHFMV: 250METHOD TO DETERMINE FMV: CASHDATE OF CONTRIBUTION: 8/1/2020RECIPIENT: FRIENDS OF OHEL MIRIAM INC.PROPERTY DESCRIPTION: CASHBOOK VALUE: 2500METHOD TO DETERMINE BOOK VALUE: CASHFMV: 2500METHOD TO DETERMINE FMV: CASHDATE OF CONTRIBUTION: 10/1/2020RECIPIENT: FRIENDS OF THE ISRAEL DEFENSE FORCESPROPERTY DESCRIPTION: CASHBOOK VALUE: 500000METHOD TO DETERMINE BOOK VALUE: CASHFMV: 500000METHOD TO DETERMINE FMV: CASHDATE OF CONTRIBUTION: 6/17/2020RECIPIENT: FRIENDS OF THE ISRAEL DEFENSE FORCESPROPERTY DESCRIPTION: UBER STOCKBOOK VALUE: 313953.86METHOD TO DETERMINE BOOK VALUE: DONOR'S BASISFMV: 487390METHOD TO DETERMINE FMV: AVERAGE OF HIGH/LOWDATE OF CONTRIBUTION: 12/15/2020RECIPIENT: GEMILOS CHASADIM CHASDEI MOSHEPROPERTY DESCRIPTION: CASHBOOK VALUE: 60000METHOD TO DETERMINE BOOK VALUE: CASHFMV: 60000METHOD TO DETERMINE FMV: CASHDATE OF CONTRIBUTION: 1/3/2020RECIPIENT: GEMILOS CHASADIM CHASDEI MOSHEPROPERTY DESCRIPTION: CASHBOOK VALUE: 60000METHOD TO DETERMINE BOOK VALUE: CASHFMV: 60000METHOD TO DETERMINE FMV: CASHDATE OF CONTRIBUTION: 2/14/2020RECIPIENT: GEMILOS CHASADIM CHASDEI MOSHEPROPERTY DESCRIPTION: CASHBOOK VALUE: 60000METHOD TO DETERMINE BOOK VALUE: CASHFMV: 60000METHOD TO DETERMINE FMV: CASHDATE OF CONTRIBUTION: 3/1/2020RECIPIENT: GEMILOS CHASADIM CHASDEI MOSHEPROPERTY DESCRIPTION: CASHBOOK VALUE: 60000METHOD TO DETERMINE BOOK VALUE: CASHFMV: 60000METHOD TO DETERMINE FMV: CASHDATE OF CONTRIBUTION: 4/21/2020RECIPIENT: GEMILOS CHASADIM CHASDEI MOSHEPROPERTY DESCRIPTION: CASHBOOK VALUE: 60000METHOD TO DETERMINE BOOK VALUE: CASHFMV: 60000METHOD TO DETERMINE FMV: CASHDATE OF CONTRIBUTION: 5/6/2020RECIPIENT: GEMILOS CHASADIM CHASDEI MOSHEPROPERTY DESCRIPTION: CASHBOOK VALUE: 60000METHOD TO DETERMINE BOOK VALUE: CASHFMV: 60000METHOD TO DETERMINE FMV: CASHDATE OF CONTRIBUTION: 6/19/2020RECIPIENT: GEMILOS CHASADIM CHASDEI MOSHEPROPERTY DESCRIPTION: CASHBOOK VALUE: 568400METHOD TO DETERMINE BOOK VALUE: CASHFMV: 568400METHOD TO DETERMINE FMV: CASHDATE OF CONTRIBUTION: 7/10/2020RECIPIENT: GEMILOS CHASADIM CHASDEI MOSHEPROPERTY DESCRIPTION: CASHBOOK VALUE: 60000METHOD TO DETERMINE BOOK VALUE: CASHFMV: 60000METHOD TO DETERMINE FMV: CASHDATE OF CONTRIBUTION: 7/14/2020RECIPIENT: GEMILOS CHASADIM CHASDEI MOSHEPROPERTY DESCRIPTION: CASHBOOK VALUE: 60000METHOD TO DETERMINE BOOK VALUE: CASHFMV: 60000METHOD TO DETERMINE FMV: CASHDATE OF CONTRIBUTION: 8/1/2020RECIPIENT: GEMILOS CHASADIM CHASDEI MOSHEPROPERTY DESCRIPTION: CASHBOOK VALUE: 41000METHOD TO DETERMINE BOOK VALUE: CASHFMV: 41000METHOD TO DETERMINE FMV: CASHDATE OF CONTRIBUTION: 8/12/2020RECIPIENT: GEMILOS CHASADIM CHASDEI MOSHEPROPERTY DESCRIPTION: CASHBOOK VALUE: 101000METHOD TO DETERMINE BOOK VALUE: CASHFMV: 101000METHOD TO DETERMINE FMV: CASHDATE OF CONTRIBUTION: 9/10/2020RECIPIENT: GEMILOS CHASADIM CHASDEI MOSHEPROPERTY DESCRIPTION: CASHBOOK VALUE: 101000METHOD TO DETERMINE BOOK VALUE: CASHFMV: 101000METHOD TO DETERMINE FMV: CASHDATE OF CONTRIBUTION: 10/1/2020RECIPIENT: GEMILOS CHASADIM CHASDEI MOSHEPROPERTY DESCRIPTION: CASHBOOK VALUE: 101000METHOD TO DETERMINE BOOK VALUE: CASHFMV: 101000METHOD TO DETERMINE FMV: CASHDATE OF CONTRIBUTION: 11/16/2020RECIPIENT: GEMILOS CHASADIM CHASDEI MOSHEPROPERTY DESCRIPTION: CASHBOOK VALUE: 101000METHOD TO DETERMINE BOOK VALUE: CASHFMV: 101000METHOD TO DETERMINE FMV: CASHDATE OF CONTRIBUTION: 12/1/2020RECIPIENT: G'MACH CHASDEI SHIMONPROPERTY DESCRIPTION: CASHBOOK VALUE: 18000METHOD TO DETERMINE BOOK VALUE: CASHFMV: 18000METHOD TO DETERMINE FMV: CASHDATE OF CONTRIBUTION: 6/17/2020RECIPIENT: G'MACH CHASDEI SHIMONPROPERTY DESCRIPTION: CASHBOOK VALUE: 18000METHOD TO DETERMINE BOOK VALUE: CASHFMV: 18000METHOD TO DETERMINE FMV: CASHDATE OF CONTRIBUTION: 9/28/2020RECIPIENT: GREATER MIAMI JEWISH FEDERATIONPROPERTY DESCRIPTION: UBER STOCKBOOK VALUE: 62636.85METHOD TO DETERMINE BOOK VALUE: DONOR'S BASISFMV: 97478METHOD TO DETERMINE FMV: AVERAGE OF HIGH/LOWDATE OF CONTRIBUTION: 12/15/2020RECIPIENT: HADASSAHPROPERTY DESCRIPTION: CASHBOOK VALUE: 100000METHOD TO DETERMINE BOOK VALUE: CASHFMV: 100000METHOD TO DETERMINE FMV: CASHDATE OF CONTRIBUTION: 6/17/2020RECIPIENT: HADASSAH MEDICAL RELIEF ASSOCIATIONPROPERTY DESCRIPTION: UBER STOCKBOOK VALUE: 62636.85METHOD TO DETERMINE BOOK VALUE: DONOR'S BASISFMV: 97478METHOD TO DETERMINE FMV: AVERAGE OF HIGH/LOWDATE OF CONTRIBUTION: 12/15/2020RECIPIENT: HATZALAH OF ROCKWAYS & NASSAU COUNTYPROPERTY DESCRIPTION: CASHBOOK VALUE: 50000METHOD TO DETERMINE BOOK VALUE: CASHFMV: 50000METHOD TO DETERMINE FMV: CASHDATE OF CONTRIBUTION: 6/17/2020RECIPIENT: HEICHAL HATALMUDPROPERTY DESCRIPTION: CASHBOOK VALUE: 100000METHOD TO DETERMINE BOOK VALUE: CASHFMV: 100000METHOD TO DETERMINE FMV: CASHDATE OF CONTRIBUTION: 8/1/2020RECIPIENT: HILLEL FOUNDATIONPROPERTY DESCRIPTION: CASHBOOK VALUE: 25000METHOD TO DETERMINE BOOK VALUE: CASHFMV: 25000METHOD TO DETERMINE FMV: CASHDATE OF CONTRIBUTION: 9/28/2020RECIPIENT: JEWISH COMMUNITY LEARNING CENTERPROPERTY DESCRIPTION: CASHBOOK VALUE: 10000METHOD TO DETERMINE BOOK VALUE: CASHFMV: 10000METHOD TO DETERMINE FMV: CASHDATE OF CONTRIBUTION: 9/9/2020RECIPIENT: JEWISH EXPERIENCE OF MADISONPROPERTY DESCRIPTION: CASHBOOK VALUE: 750METHOD TO DETERMINE BOOK VALUE: CASHFMV: 750METHOD TO DETERMINE FMV: CASHDATE OF CONTRIBUTION: 10/14/2020RECIPIENT: JEWISH FAMILY SERVICESPROPERTY DESCRIPTION: CASHBOOK VALUE: 25000METHOD TO DETERMINE BOOK VALUE: CASHFMV: 25000METHOD TO DETERMINE FMV: CASHDATE OF CONTRIBUTION: 1/3/2020RECIPIENT: JEWISH FAMILY SERVICESPROPERTY DESCRIPTION: CASHBOOK VALUE: 25000METHOD TO DETERMINE BOOK VALUE: CASHFMV: 25000METHOD TO DETERMINE FMV: CASHDATE OF CONTRIBUTION: 6/17/2020RECIPIENT: JEWISH LIFELINE NETWORKPROPERTY DESCRIPTION: CASHBOOK VALUE: 20000METHOD TO DETERMINE BOOK VALUE: CASHFMV: 20000METHOD TO DETERMINE FMV: CASHDATE OF CONTRIBUTION: 7/10/2020RECIPIENT: KNESSET YEHUDAPROPERTY DESCRIPTION: CASHBOOK VALUE: 2000METHOD TO DETERMINE BOOK VALUE: CASHFMV: 2000METHOD TO DETERMINE FMV: CASHDATE OF CONTRIBUTION: 6/17/2020RECIPIENT: MESORAH HERITAGE FOUNDATIONPROPERTY DESCRIPTION: ALTERYX STOCKBOOK VALUE: 38111.4METHOD TO DETERMINE BOOK VALUE: DONOR'S BASISFMV: 386191.8METHOD TO DETERMINE FMV: AVERAGE OF HIGH/LOWDATE OF CONTRIBUTION: 2/3/2020RECIPIENT: MESORAH HERITAGE FOUNDATIONPROPERTY DESCRIPTION: CASHBOOK VALUE: 1618.51METHOD TO DETERMINE BOOK VALUE: CASHFMV: 1618.51METHOD TO DETERMINE FMV: CASHDATE OF CONTRIBUTION: 2/21/2020RECIPIENT: MESORAH HERITAGE FOUNDATIONPROPERTY DESCRIPTION: FASTLY STOCKBOOK VALUE: 22142.85METHOD TO DETERMINE BOOK VALUE: DONOR'S BASISFMV: 70548.15METHOD TO DETERMINE FMV: AVERAGE OF HIGH/LOWDATE OF CONTRIBUTION: 4/7/2020RECIPIENT: MESORAH HERITAGE FOUNDATIONPROPERTY DESCRIPTION: CASHBOOK VALUE: 229280METHOD TO DETERMINE BOOK VALUE: CASHFMV: 229280METHOD TO DETERMINE FMV: CASHDATE OF CONTRIBUTION: 4/8/2020RECIPIENT: MESORAH HERITAGE FOUNDATIONPROPERTY DESCRIPTION: CASHBOOK VALUE: 400000METHOD TO DETERMINE BOOK VALUE: CASHFMV: 400000METHOD TO DETERMINE FMV: CASHDATE OF CONTRIBUTION: 6/17/2020RECIPIENT: MESORAH HERITAGE FOUNDATIONPROPERTY DESCRIPTION: CASHBOOK VALUE: 400000METHOD TO DETERMINE BOOK VALUE: CASHFMV: 400000METHOD TO DETERMINE FMV: CASHDATE OF CONTRIBUTION: 10/19/2020RECIPIENT: MESORAH HERITAGE FOUNDATIONPROPERTY DESCRIPTION: UBER STOCKBOOK VALUE: 156860.29METHOD TO DETERMINE BOOK VALUE: DONOR'S BASISFMV: 237279.5METHOD TO DETERMINE FMV: AVERAGE OF HIGH/LOWDATE OF CONTRIBUTION: 12/16/2020RECIPIENT: MIAMI BEACH JCCPROPERTY DESCRIPTION: CASHBOOK VALUE: 100000METHOD TO DETERMINE BOOK VALUE: CASHFMV: 100000METHOD TO DETERMINE FMV: CASHDATE OF CONTRIBUTION: 6/19/2020RECIPIENT: O.A.E. PINSK KARLINPROPERTY DESCRIPTION: CASHBOOK VALUE: 6000METHOD TO DETERMINE BOOK VALUE: CASHFMV: 6000METHOD TO DETERMINE FMV: CASHDATE OF CONTRIBUTION: 1/3/2020RECIPIENT: O.A.E. PINSK KARLINPROPERTY DESCRIPTION: CASHBOOK VALUE: 6000METHOD TO DETERMINE BOOK VALUE: CASHFMV: 6000METHOD TO DETERMINE FMV: CASHDATE OF CONTRIBUTION: 2/14/2020RECIPIENT: O.A.E. PINSK KARLINPROPERTY DESCRIPTION: CASHBOOK VALUE: 6000METHOD TO DETERMINE BOOK VALUE: CASHFMV: 6000METHOD TO DETERMINE FMV: CASHDATE OF CONTRIBUTION: 3/1/2020RECIPIENT: O.A.E. PINSK KARLINPROPERTY DESCRIPTION: CASHBOOK VALUE: 6000METHOD TO DETERMINE BOOK VALUE: CASHFMV: 6000METHOD TO DETERMINE FMV: CASHDATE OF CONTRIBUTION: 5/6/2020RECIPIENT: O.A.E. PINSK KARLINPROPERTY DESCRIPTION: CASHBOOK VALUE: 6000METHOD TO DETERMINE BOOK VALUE: CASHFMV: 6000METHOD TO DETERMINE FMV: CASHDATE OF CONTRIBUTION: 6/19/2020RECIPIENT: O.A.E. PINSK KARLINPROPERTY DESCRIPTION: CASHBOOK VALUE: 6000METHOD TO DETERMINE BOOK VALUE: CASHFMV: 6000METHOD TO DETERMINE FMV: CASHDATE OF CONTRIBUTION: 7/14/2020RECIPIENT: O.A.E. PINSK KARLINPROPERTY DESCRIPTION: CASHBOOK VALUE: 6000METHOD TO DETERMINE BOOK VALUE: CASHFMV: 6000METHOD TO DETERMINE FMV: CASHDATE OF CONTRIBUTION: 8/1/2020RECIPIENT: O.A.E. PINSK KARLINPROPERTY DESCRIPTION: CASHBOOK VALUE: 6000METHOD TO DETERMINE BOOK VALUE: CASHFMV: 6000METHOD TO DETERMINE FMV: CASHDATE OF CONTRIBUTION: 9/10/2020RECIPIENT: O.A.E. PINSK KARLINPROPERTY DESCRIPTION: CASHBOOK VALUE: 6000METHOD TO DETERMINE BOOK VALUE: CASHFMV: 6000METHOD TO DETERMINE FMV: CASHDATE OF CONTRIBUTION: 10/1/2020RECIPIENT: O.A.E. PINSK KARLINPROPERTY DESCRIPTION: CASHBOOK VALUE: 6000METHOD TO DETERMINE BOOK VALUE: CASHFMV: 6000METHOD TO DETERMINE FMV: CASHDATE OF CONTRIBUTION: 10/15/2020RECIPIENT: O.A.E. PINSK KARLINPROPERTY DESCRIPTION: CASHBOOK VALUE: 6000METHOD TO DETERMINE BOOK VALUE: CASHFMV: 6000METHOD TO DETERMINE FMV: CASHDATE OF CONTRIBUTION: 11/16/2020RECIPIENT: O.A.E. PINSK KARLINPROPERTY DESCRIPTION: CASHBOOK VALUE: 6000METHOD TO DETERMINE BOOK VALUE: CASHFMV: 6000METHOD TO DETERMINE FMV: CASHDATE OF CONTRIBUTION: 12/1/2020RECIPIENT: OHR CHAIM CONGREGATION INC.PROPERTY DESCRIPTION: CASHBOOK VALUE: 50000METHOD TO DETERMINE BOOK VALUE: CASHFMV: 50000METHOD TO DETERMINE FMV: CASHDATE OF CONTRIBUTION: 7/14/2020RECIPIENT: OHR CHAIM CONGREGATION INC.PROPERTY DESCRIPTION: CASHBOOK VALUE: 18000METHOD TO DETERMINE BOOK VALUE: CASHFMV: 18000METHOD TO DETERMINE FMV: CASHDATE OF CONTRIBUTION: 12/1/2020RECIPIENT: OSU CHABAD HOUSEPROPERTY DESCRIPTION: CASHBOOK VALUE: 75000METHOD TO DETERMINE BOOK VALUE: CASHFMV: 75000METHOD TO DETERMINE FMV: CASHDATE OF CONTRIBUTION: 6/17/2020RECIPIENT: PEF ISRAEL ENDOWMENTS, INC.PROPERTY DESCRIPTION: CASHBOOK VALUE: 20000METHOD TO DETERMINE BOOK VALUE: CASHFMV: 20000METHOD TO DETERMINE FMV: CASHDATE OF CONTRIBUTION: 6/8/2020RECIPIENT: PROCLAIMING JUSTICE TO THE NATIONS, INC.PROPERTY DESCRIPTION: CASHBOOK VALUE: 5000METHOD TO DETERMINE BOOK VALUE: CASHFMV: 5000METHOD TO DETERMINE FMV: CASHDATE OF CONTRIBUTION: 6/17/2020RECIPIENT: SIMON WIESENTHAL CENTERPROPERTY DESCRIPTION: ALTERYX STOCKBOOK VALUE: 24207.15METHOD TO DETERMINE BOOK VALUE: DONOR'S BASISFMV: 249281.31METHOD TO DETERMINE FMV: AVERAGE OF HIGH/LOWDATE OF CONTRIBUTION: 2/4/2020RECIPIENT: SIMON WIESENTHAL CENTERPROPERTY DESCRIPTION: UBER STOCKBOOK VALUE: 156904.84METHOD TO DETERMINE BOOK VALUE: DONOR'S BASISFMV: 243695METHOD TO DETERMINE FMV: AVERAGE OF HIGH/LOWDATE OF CONTRIBUTION: 12/15/2020RECIPIENT: SUMMIT CT. SHUL INC.PROPERTY DESCRIPTION: CASHBOOK VALUE: 50000METHOD TO DETERMINE BOOK VALUE: CASHFMV: 50000METHOD TO DETERMINE FMV: CASHDATE OF CONTRIBUTION: 11/3/2020RECIPIENT: THE ALEPH INSTITUTE FLPROPERTY DESCRIPTION: CASHBOOK VALUE: 10800METHOD TO DETERMINE BOOK VALUE: CASHFMV: 10800METHOD TO DETERMINE FMV: CASHDATE OF CONTRIBUTION: 6/26/2020RECIPIENT: THE ALEPH INSTITUTE FLPROPERTY DESCRIPTION: CASHBOOK VALUE: 54000METHOD TO DETERMINE BOOK VALUE: CASHFMV: 54000METHOD TO DETERMINE FMV: CASHDATE OF CONTRIBUTION: 12/24/2020RECIPIENT: TORAH SCHOOLS OF ISRAELPROPERTY DESCRIPTION: CASHBOOK VALUE: 1000METHOD TO DETERMINE BOOK VALUE: CASHFMV: 1000METHOD TO DETERMINE FMV: CASHDATE OF CONTRIBUTION: 6/17/2020RECIPIENT: TOURO COLLEGEPROPERTY DESCRIPTION: CASHBOOK VALUE: 25000METHOD TO DETERMINE BOOK VALUE: CASHFMV: 25000METHOD TO DETERMINE FMV: CASHDATE OF CONTRIBUTION: 12/1/2020RECIPIENT: TOURO SYNAGOGUEPROPERTY DESCRIPTION: CASHBOOK VALUE: 1200METHOD TO DETERMINE BOOK VALUE: CASHFMV: 1200METHOD TO DETERMINE FMV: CASHDATE OF CONTRIBUTION: 10/14/2020RECIPIENT: TRUSTEES OF COLUMBIA UNIVERSITYPROPERTY DESCRIPTION: ALTERYX STOCKBOOK VALUE: 1623.36METHOD TO DETERMINE BOOK VALUE: DONOR'S BASISFMV: 16417.14METHOD TO DETERMINE FMV: AVERAGE OF HIGH/LOWDATE OF CONTRIBUTION: 2/4/2020 |
| CONTRIBUTION DETAIL (CONTINUED) | PART I, LINE 25 | RECIPIENT: TRUSTEES OF COLUMBIA UNIVERSITYPROPERTY DESCRIPTION: ADYEN NV STOCKBOOK VALUE: 16674.95METHOD TO DETERMINE BOOK VALUE: DONOR'S BASISFMV: 188993METHOD TO DETERMINE FMV: AVERAGE OF HIGH/LOWDATE OF CONTRIBUTION: 2/6/2020RECIPIENT: TRUSTEES OF COLUMBIA UNIVERSITYPROPERTY DESCRIPTION: UBER STOCKBOOK VALUE: 125273.7METHOD TO DETERMINE BOOK VALUE: DONOR'S BASISFMV: 194956METHOD TO DETERMINE FMV: AVERAGE OF HIGH/LOWDATE OF CONTRIBUTION: 12/15/2020RECIPIENT: UNITED WAY OF CENTRAL OHIOPROPERTY DESCRIPTION: CASHBOOK VALUE: 25000METHOD TO DETERMINE BOOK VALUE: CASHFMV: 25000METHOD TO DETERMINE FMV: CASHDATE OF CONTRIBUTION: 9/28/2020RECIPIENT: UNITED WAY OF CENTRAL OHIOPROPERTY DESCRIPTION: CASHBOOK VALUE: 25000METHOD TO DETERMINE BOOK VALUE: CASHFMV: 25000METHOD TO DETERMINE FMV: CASHDATE OF CONTRIBUTION: 12/1/2020RECIPIENT: WESTERN WALL HERITAGE FOUNDATIONPROPERTY DESCRIPTION: ALTERYX STOCKBOOK VALUE: 14181.15METHOD TO DETERMINE BOOK VALUE: DONOR'S BASISFMV: 149482.38METHOD TO DETERMINE FMV: AVERAGE OF HIGH/LOWDATE OF CONTRIBUTION: 2/4/2020RECIPIENT: WESTERN WALL HERITAGE FOUNDATIONPROPERTY DESCRIPTION: CASHBOOK VALUE: 500000METHOD TO DETERMINE BOOK VALUE: CASHFMV: 500000METHOD TO DETERMINE FMV: CASHDATE OF CONTRIBUTION: 6/17/2020RECIPIENT: WESTERN WALL HERITAGE FOUNDATIONPROPERTY DESCRIPTION: CASHBOOK VALUE: 150000METHOD TO DETERMINE BOOK VALUE: CASHFMV: 150000METHOD TO DETERMINE FMV: CASHDATE OF CONTRIBUTION: 9/28/2020RECIPIENT: YACHADPROPERTY DESCRIPTION: CASHBOOK VALUE: 5000METHOD TO DETERMINE BOOK VALUE: CASHFMV: 5000METHOD TO DETERMINE FMV: CASHDATE OF CONTRIBUTION: 12/7/2020RECIPIENT: YAD L'ACHIMPROPERTY DESCRIPTION: CASHBOOK VALUE: 3600METHOD TO DETERMINE BOOK VALUE: CASHFMV: 3600METHOD TO DETERMINE FMV: CASHDATE OF CONTRIBUTION: 9/28/2020RECIPIENT: YESHIVA UNIVERSITYPROPERTY DESCRIPTION: CASHBOOK VALUE: 50000METHOD TO DETERMINE BOOK VALUE: CASHFMV: 50000METHOD TO DETERMINE FMV: CASHDATE OF CONTRIBUTION: 12/1/2020 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (6 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| AMERICAN EAGLE STOCK (RAYMOND JAMES ACCT) | $3,627,193 | $8,429,400 |
| AMERICAN EAGLE STOCK (RJ ALEX BROWN ACCT) | $405,983 | $3,010,500 |
| DSW STOCK (RJ ALEX BROWN ACCT) | $1,410,000 | $2,295,000 |
| DATADOG STOCK (RJ ALEX BROWN ACCT) | $94,059 | $4,036,040 |
| UBER STOCK (RJ ALEX BROWN ACCT) | $1,002 | $1,530 |
| ADYEN STOCK (RJ ALEX BROWN ACCT) | $184,669 | $5,063,047 |
Loans From Officers Schedule LoansFromOfficersSchedule
Loans From Officer LoansFromOfficerGrp (4 entries)
| Loan OriginalLoanOriginalAmt | Balance DueBalanceDueAmt | NoteNoteDt | Loan MaturityLoanMaturityDt | Repayment TermsRepaymentTermsTxt | InterestInterestRt |
|---|---|---|---|---|---|
| JUBILEE LIMITED PARTNERSHIP | |||||
| $2,850,000 | $2,850,000 | 2020-06 | 2023-06 | DUE AT THE MATURITY DATE | 0.000000000000 |
| JUBILEE LIMITED PARTNERSHIP | |||||
| $1,000,000 | $1,000,000 | 2020-07 | 2023-07 | DUE AT THE MATURITY DATE | 0.000000000000 |
| JAY SCHOTTENSTEIN 2009-2011 SUBCHAP | |||||
| $10,315,917 | $7,265,917 | 2017-12 | 2023-11 | DUE AT THE MATURITY DATE | 0.000000000000 |
| JAY SCHOTTENSTEIN 2009-2011 SUBCHAP | |||||
| $11,995,917 | $9,195,917 | 2017-12 | 2023-11 | DUE AT THE MATURITY DATE | 0.000000000000 |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp (2 entries)
| DescDesc | BOY Book ValueBOYBookValueAmt | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| UTILITY DEPOSIT | $373 | $373 | $373 |
| CONSTRUCTION IN PROGRESS | $34,432 | $34,432 | $34,432 |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | STOCK CONVERTED FROM FMV TO COST | Desc |
| Amt | $8,210,649 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (3 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FILING FEES - STATE OF OHIO | $200 | $0 | $0 |
| UTILITIES - EAST MAIN | $503 | $63 | $0 |
| MISCELLANEOUS EXPENSE | $25 | $0 | $0 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| EXCISE TAX | $43,290 | $0 | $0 |
| REAL ESTATE TAX - EAST MAIN | $6,252 | $1,566 | $0 |
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