SAUL SCHOTTENSTEIN FOUNDATION B: Form 990PF, tax year 2024

View the entire original 990 at ProPublica ↗

Organization
SAUL SCHOTTENSTEIN FOUNDATION B (EIN 27-0167751)
Tax period
2024-01-01 to 2024-12-31
Filed
2025-11-07
IRS object ID
202503119349100135
Schema version
2024v5.0
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 ReturnHeader

FieldValueIRS element (for citing)
Return2025-11-07T10:48:47-05:00ReturnTs
Tax Period End2024-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN851110884PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1CHRISTIAN J SIEBER CPA LTDBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line14555 LAKE FOREST DR SUITE 650AddressLine1Txt
CityCINCINNATICityNm
State AbbreviationOHStateAbbreviationCd
ZIP45242ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2024-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN270167751EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1SAUL SCHOTTENSTEIN FOUNDATION BBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlSAULBusinessNameControlTxt
Phone5136212666PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line13512 AULTWOODS LNAddressLine1Txt
CityCINCINNATICityNm
State AbbreviationOHStateAbbreviationCd
ZIP45208ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonJEFFREY P HARRISPersonNm
Person TitleCHAIRMANPersonTitleTxt
Phone5136212666PhoneNum
Signature2025-11-07SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd
FieldValueIRS element (for citing)
IRS Responsible Prty Info CurrYes (true)IRSResponsiblePrtyInfoCurrInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonCHRISTIAN J SIEBER CPAPreparerPersonNm
PTINP01747782PTIN
Phone5133006056PhoneNum
Preparation2025-11-07PreparationDt
Self EmployedYes (X)SelfEmployedInd
FieldValueIRS element (for citing)
Tax2024TaxYr
Build TS2025-03-06 01:10:19ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$8,002,001FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Schedule B Not RequiredYes (X)ScheduleBNotRequiredInd
Dividends Rev And Expnss$180,706DividendsRevAndExpnssAmt
Dividends Net Invst Incm$180,706DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$60,760NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$476,444GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$60,760CapGainNetIncmNetInvstIncmAmt
Other Income Rev And Expnss-$319OtherIncomeRevAndExpnssAmt
Other Income Net Invst Incm$3,076OtherIncomeNetInvstIncmAmt
Total Rev And Expnss$241,147TotalRevAndExpnssAmt
Total Net Invst Incm$244,542TotalNetInvstIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$80,000CompOfcrDirTrstRevAndExpnssAmt
Comp Ofcr Dir Trst Dsbrs Chrtbl$80,000CompOfcrDirTrstDsbrsChrtblAmt
Oth Empl Slrs Wgs Rev And Expnss$3,027OthEmplSlrsWgsRevAndExpnssAmt
Oth Empl Slrs Wgs Dsbrs Chrtbl$3,027OthEmplSlrsWgsDsbrsChrtblAmt
Pension Empl Bnft Rev And Expnss$6,192PensionEmplBnftRevAndExpnssAmt
Pension Empl Bnft Dsbrs Chrtbl$6,192PensionEmplBnftDsbrsChrtblAmt
Legal Fees Rev And Expnss$646LegalFeesRevAndExpnssAmt
Legal Fees Dsbrs Chrtbl$646LegalFeesDsbrsChrtblAmt
Accounting Fees Rev And Expnss$11,029AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$5,515AccountingFeesNetInvstIncmAmt
Accounting Fees Chrtbl Prps$5,514AccountingFeesChrtblPrpsAmt
Other Prof Fees Rev And Expnss$32,768OtherProfFeesRevAndExpnssAmt
Other Prof Fees Net Invst Incm$29,164OtherProfFeesNetInvstIncmAmt
Other Prof Fees Dsbrs Chrtbl$3,604OtherProfFeesDsbrsChrtblAmt
Trav Conf Meeting Rev And Expnss$1,982TravConfMeetingRevAndExpnssAmt
Trav Conf Meeting Dsbrs Chrtbl$1,982TravConfMeetingDsbrsChrtblAmt
Other Expenses Rev And Expnss$39,272OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$378OtherExpensesNetInvstIncmAmt
Other Expenses Dsbrs Chrtbl$25,979OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$174,916TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$35,057TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$126,944TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$203,313ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$203,313ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$378,229TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$35,057TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$330,257TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses-$137,082ExcessRevenueOverExpensesAmt
Net Investment Income$209,485NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$70,098CashBOYAmt
Cash EOY$54,841CashEOYAmt
Cash EOYFMV$54,841CashEOYFMVAmt
Sav And Temp Cash Invst BOY$2,258,506SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$2,397,415SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$2,397,415SavAndTempCashInvstEOYFMVAmt
Corporate Stock BOY$1,856,814CorporateStockBOYAmt
Corporate Stock EOY$1,760,885CorporateStockEOYAmt
Corporate Stock EOYFMV$4,120,732CorporateStockEOYFMVAmt
Corporate Bonds BOY$568,543CorporateBondsBOYAmt
Corporate Bonds EOY$291,752CorporateBondsEOYAmt
Corporate Bonds EOYFMV$301,115CorporateBondsEOYFMVAmt
Other Investments BOY$748,297OtherInvestmentsBOYAmt
Other Investments EOY$966,934OtherInvestmentsEOYAmt
Other Investments EOYFMV$1,127,898OtherInvestmentsEOYFMVAmt
Total Assets BOY$5,502,258TotalAssetsBOYAmt
Total Assets EOY$5,471,827TotalAssetsEOYAmt
Total Assets EOYFMV$8,002,001TotalAssetsEOYFMVAmt
Other Liabilities BOY$2,764OtherLiabilitiesBOYAmt
Other Liabilities EOY$30,275OtherLiabilitiesEOYAmt
Total Liabilities BOY$2,764TotalLiabilitiesBOYAmt
Total Liabilities EOY$30,275TotalLiabilitiesEOYAmt
Organization Follows FASB117Yes (X)OrganizationFollowsFASB117Ind
No Donor Rstr Net Assests BOY$5,499,494NoDonorRstrNetAssestsBOYAmt
No Donor Rstr Net Assests EOY$5,441,552NoDonorRstrNetAssestsEOYAmt
Tot Net Ast Or Fund Balances BOY$5,499,494TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$5,441,552TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$5,502,258TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$5,471,827TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$5,499,494TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses-$137,082ExcessRevenueOverExpensesAmt
Other Increases$79,140OtherIncreasesAmt
Subtotal$5,441,552SubtotalAmt
Tot Net Ast Or Fund Balances EOY$5,441,552TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (4 entries)

PropertyPropertyDescHow AcquiredHowAcquiredCdGross Sales PriceGrossSalesPriceAmtCost Or Other BasisCostOrOtherBasisAmtGain Or LossGainOrLossAmtGains Minus Excess Or LossesGainsMinusExcessOrLossesAmt
PUBLIC SECURITIESP$50,071$49,342$729$729
PUBLIC SECURITIESP$307,717$366,342-$58,625-$58,625
HARRIS FAMILY II LLCP$117,478$117,478$117,478
SLA II OFFSHOREP$1,178$1,178$1,178
FieldValueIRS element (for citing)
Capital Gain Net Income$60,760CapitalGainNetIncomeAmt
Net Short Term Capital Gain Loss$729NetShortTermCapitalGainLossAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$2,912InvestmentIncomeExciseTaxAmt
Subtotal$2,912SubtotalAmt
Tax Based On Investment Income$2,912TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$2,680EstimatedPlusOvpmtIncmTxAmt
Extsn Request Income Tax Paid$3,000ExtsnRequestIncomeTaxPaidAmt
Total Payments And Credits$5,680TotalPaymentsAndCreditsAmt
Form2220 AttachedYes (X)Form2220AttachedInd
Es Penalty$71EsPenaltyAmt
Overpayment$2,697OverpaymentAmt
Applied To ES Tax$2,697AppliedToESTaxAmt

Statements Regarding Acty StatementsRegardingActyGrp

FieldValueIRS element (for citing)
Legislative Political ActyfalseLegislativePoliticalActyInd
More Than100 SpentfalseMoreThan100SpentInd
Form1120 POL FiledfalseForm1120POLFiledInd
Activities Not Previously RptfalseActivitiesNotPreviouslyRptInd
Changes To Articles Or BylawsfalseChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over LimitfalseUnrelatedBusIncmOverLimitInd
Organization Dissolved EtcfalseOrganizationDissolvedEtcInd
Section508e Rqr SatisfiedYes (true)Section508eRqrSatisfiedInd
At Least5000 In AssetsYes (true)AtLeast5000InAssetsInd
Org Report Or Register StateOHOrgReportOrRegisterStateCd
Form990 PF Filed With Atty GenYes (true)Form990PFFiledWithAttyGenInd
Private Operating FoundationfalsePrivateOperatingFoundationInd
New Substantial ContributorsfalseNewSubstantialContributorsInd
Own Controlled EntityfalseOwnControlledEntityInd
Donor Advised FundfalseDonorAdvisedFundInd
Comply With Public Insp RqrYes (true)ComplyWithPublicInspRqrInd
Website AddressWWW.SAULSCHOTTENSTEINFOUNDATIONB.ORGWebsiteAddressTxt
Individual With BooksJEFFREY P HARRISIndividualWithBooksNm
Phone5136212666PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line13512 AULTWOODS LNAddressLine1Txt
CityCINCINNATICityNm
State AbbreviationOHStateAbbreviationCd
ZIP45208ZIPCd
FieldValueIRS element (for citing)
Foreign Accounts QuestionfalseForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

FieldValueIRS element (for citing)
Sale Or Exch Disqualified PrsnfalseSaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified PrsnfalseBrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified PrsnfalseFurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified PrsnfalsePayCompDisqualifiedPrsnInd
Transfer Ast Disqualified PrsnfalseTransferAstDisqualifiedPrsnInd
Payment To Government OfficialfalsePaymentToGovernmentOfficialInd
Uncorrected Prior ActsfalseUncorrectedPriorActsInd
Undistributed Income PYfalseUndistributedIncomePYInd
Business HoldingsfalseBusinessHoldingsInd
Jeopardy InvestmentsfalseJeopardyInvestmentsInd
Uncorrected PY Jeopardy InvstfalseUncorrectedPYJeopardyInvstInd
Influence LegislationfalseInfluenceLegislationInd
Influence ElectionfalseInfluenceElectionInd
Grants To IndividualsfalseGrantsToIndividualsInd
Grants To OrganizationsfalseGrantsToOrganizationsInd
Noncharitable PurposefalseNoncharitablePurposeInd
Rcv Fnds To Pay Prsnl Bnft CntrctfalseRcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft CntrctfalsePayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter TransfalseProhibitedTaxShelterTransInd
Subj To Tax Rmnrtn Ex Prcht PymtfalseSubjToTaxRmnrtnExPrchtPymtInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (4 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
JEFFREY P HARRIS
3512 AULTWOODS LNCINCINNATIOH45208CHAIRMAN1.00$0$0$0
SUSAN C HARRIS
3512 AULTWOODS LNCINCINNATIOH45208PRESIDENT40.00$0$3,027$0
JENNA HARRIS
2550 ELM STDENVERCO80207VICE PRESIDE1.00$0$0$0
JASON HARRIS
3512 AULTWOODS LANECINCINNATIOH45208VICE PRESIDE40.00$80,000$0$0
FieldValueIRS element (for citing)
Comp Of Hghst Pd Empl Or NONENONECompOfHghstPdEmplOrNONETxt
Comp Of Hghst Pd Cntrct Or NONENONECompOfHghstPdCntrctOrNONETxt

Sum Of Program Related Invst SumOfProgramRelatedInvstGrp

FieldValueIRS element (for citing)
Description1N/ADescription1Txt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$4,006,378AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$2,359,720AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$439,774FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$6,805,872TotalFMVOfUnusedAssetsAmt
Adjusted Total FMV Of Unused Ast$6,805,872AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$102,088CashDeemedCharitableAmt
Net Vl Noncharitable Assets$6,703,784NetVlNoncharitableAssetsAmt
Minimum Investment Return$335,189MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$335,189MinimumInvestmentReturnAmt
Tax Based On Investment Income$2,912TaxBasedOnInvestmentIncomeAmt
Total Tax$2,912TotalTaxAmt
Distributable Before Adj$332,277DistributableBeforeAdjAmt
Distributable Before Ded$332,277DistributableBeforeDedAmt
Distributable As Adjusted$332,277DistributableAsAdjustedAmt

PF Qualifying Distributions PFQualifyingDistributionsGrp

FieldValueIRS element (for citing)
Expenses And Contributions$330,257ExpensesAndContributionsAmt
Qualifying Distributions$330,257QualifyingDistributionsAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$332,277DistributableAsAdjustedAmt
Undistributed Income PY$284,633UndistributedIncomePYAmt
Prior Year12022PriorYear1Yr
Total For Prior Years$20,722TotalForPriorYearsAmt
Qualifying Distributions$330,257QualifyingDistributionsAmt
Applied To Year1$284,633AppliedToYear1Amt
Applied To Prior Years$20,722AppliedToPriorYearsAmt
Applied To Current Year$24,902AppliedToCurrentYearAmt
Undistributed Income CY$307,375UndistributedIncomeCYAmt

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Shareholder ManagerJEFFREY HARRISShareholderManagerNm
Only Contri To PreselectedYes (X)OnlyContriToPreselectedInd

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (60 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
AANE
85 MAIN STREET SUITE 3WATERTOWNMA02472PCGENERAL SUPPORT$500
ACTIVITIES BEYOND THE CLASS ROOM
635 W 7TH ST SUITE 301CINCINNATIOH45203PCGENERAL SUPPORT$1,000
AMERICAN JEWISH COMMITTEE
PO BOX 7247PHILADELPHIAPA191700001PCGENERAL SUPPORT$4,000
AUCD
1100 WAYNE AVE SUITE 1000SILVER SPRINGMD20910PCGENERAL SUPPORT$500
CARACOLE
4138 HAMILTON AVECINCINNATIOH45223PCGENERAL SUPPORT$329
CET
1223 CENTRAL PARKWAYCINCINNATIOH45214PCGENERAL SUPPORT$2,500
CILO GREATER CINCINNATI
2368 VICTORY PKWY 501CINCINNATIOH45206PCGENERAL SUPPORT$500
CINCINNATI ART MUSEUM
953 EDEN PARK DRCINCINNATIOH45202PCGENERAL SUPPORT$13,150
CINCINNATI MUSEUM CENTER
1301 WESTERN AVECINCINNATIOH45203PCGENERAL SUPPORT$2,500
CINCINNATI NATURE CENTER
4949 TEALTOWN ROADMILFORDOH45150PCGENERAL SUPPORT$2,673
CINCINNATI PARKS FOUNDATION
421 OAK STCINCINNATIOH45219PCGENERAL SUPPORT$20,951
CINCINNATI PUBLIC RADIO
1223 CENTRAL PARKWAYCINCINNATIOH45214PCGENERAL SUPPORT$1,000
CINCINNATI ZOO
3400 VINE STCINCINNATIOH45220PCGENERAL SUPPORT$2,500
COLUMBUS SCHOOL FOR GIRLS
65 S DREXEL AVECOLUMBUSOH43209PCGENERAL SUPPORT$1,000
CONGREGATION BETH ADAM
10001 E LOVELAND MADEIRALOVELANDOH45140PCGENERAL SUPPORT$6,000
DENVER ART MUSEUM
100 W 14TH AVENUE PARKWADENVERCO80204PCGENERAL SUPPORT$4,375
DENVER BOTANICAL GARDENS
1007 YORK STDENVERCO80206PCGENERAL SUPPORT$5,000
DENVER MUSEUM OF NATURE & SCIENCE
2001 COLORADO BLVDDENVERCO80205PCGENERAL SUPPORT$1,500
DENVER ZOO
2300 STEELE STDENVERCO80205PCGENERAL SUPPORT$1,200
DIOCESE OF SOUTHERN OHIO
412 SYCAMORE STCINCINNATIOH45202PCGENERAL SUPPORT$1,000
DISABILITY BELONGS
43 TOWN AND COUNTRY DR SFREDERICKSBURGVA22405PCGENERAL SUPPORT$500
EARTH JUSTICE
180 STEUART ST 194330SAN FRANCISCOCA94105PCGENERAL SUPPORT$500
EASTER SEALS
141 W JACKSON BLVD SUITECHICAGOIL60604PCGENERAL SUPPORT$2,591
EMORY UNIVERSITY
201 DOWMAN DRATLANTAGA30322PCGENERAL SUPPORT$1,000
ENVIRONMENTAL DEFENSE FUND
257 PARK AVE SOUTHNEW YORKNY10010PCGENERAL SUPPORT$500
FREESTORE FOOD BANK
112 E LIBERTY STCINCINNATIOH45202PCGENERAL SUPPORT$1,000
GEORGIA STATE UNIVERSITY
33 GILMER ST SEATLANTAGA30303PCGENERAL SUPPORT$2,500
HUMAN SERVICES CHAMBER OF HAMILTON
PO BOX 31206CINCINNATIOH45231PCGENERAL SUPPORT$309
JEWISH FEDERATION OF CINCINNATI
8499 RIDGE RDCINCINNATIOH45236PCGENERAL SUPPORT$10,000
KEN ANDERSON ALLIANCE
6940 PLAINFIELD RDCINCINNATIOH45236PCGENERAL SUPPORT$6,000
LADD
3603 VICTORY PKWYCINCINNATIOH45229PCGENERAL SUPPORT$1,000
LASOUPE
915 E MCMILLAN STCINCINNATIOH45206PCGENERAL SUPPORT$1,618
LEGAL AID SOCIETY
215 E 9TH ST 200CINCINNATIOH45202PCGENERAL SUPPORT$1,000
LINDNER CENTER OF HOPE
4075 OLD WESTERN ROW RDMASONOH45040PCGENERAL SUPPORT$6,000
MACALESTER COLLEGE
100 GRAND AVEST PAULMN55105PCGENERAL SUPPORT$1,500
NATIONAL DISABILITY RIGHTS NETWORK
820 FIRST ST NE 740WASHINIGTONDC20002PCGENERAL SUPPORT$500
NETWORK FOR GOOD
1140 CONNECTICUT AVE NW SWASHINGTONDC20036PCGENERAL SUPPORT$2,060
OHIO INNOCENCE PROJECT
2925 CAMPUS GREEN DRCINCINNATIOH45221PCGENERAL SUPPORT$15,000
OHIO STATE NISONGER CENTER
1581 DODD DR 357COLUMBUSOH43210PCGENERAL SUPPORT$500
PARK HILL CHILDREN
5209 MONTVIEW BLVDDENVERCO80207PCGENERAL SUPPORT$515
PLAN OF SOUTHWEST OHIO
1251 KEMPER MEADOW DR SUCINCINNATIOH45240PCGENERAL SUPPORT$500
PLANNED PARENTHOOD
123 WILLIAM ST 10TH FLNEW YORKNY10038PCGENERAL SUPPORT$10,000
RECOVERY CENTER OF HAMILTON COUNTY
2340 AUBURN AVECINCINNATIOH45219PCGENERAL SUPPORT$2,500
SEVEN HILLS SCHOOLS
5400 RED BANK RDCINCINNATIOH45227PCGENERAL SUPPORT$1,000
SOCIETY OF ST ANDREW
2366 KEMPER LANECINCINNATIOH45206PCGENERAL SUPPORT$5,000
STAENBERG-LOUP JEWISH COMMUNITY CEN
350 S DAHLIA STDENVERCO80246PCGENERAL SUPPORT$496
STARFIRE
1682 E SEYMOUR AVECINCINNATIOH45237PCGENERAL SUPPORT$500
SYRACUSE UNIVERSITY COLLEGE OF LAW
950 IRVING AVESYRACUSENY13244PCGENERAL SUPPORT$5,000
TAFT MUSEUM OF ART
316 PIKE STREETCINCINNATIOH45202PCGENERAL SUPPORT$5,000
THE ART GARAGE
1400 CEDAR STGREEN BAYWI54302PCGENERAL SUPPORT$225
TRINITY COLLEGE
300 SUMMIT STHARTFORDCT06106PCGENERAL SUPPORT$5,000
UNITED WAY
2400 READING RDCINCINNATIOH45202PCGENERAL SUPPORT$121
UNIVERSITY OF CINCINNATI CENTER FOR
51 GOODMAN ST UHALL STE 4CINCINNATIOH45221PCGENERAL SUPPORT$5,000
UNIVERSITY OF CINCINNATI FOUNDATION
PO BOX 19970CINCINNATIOH45219PCGENERAL SUPPORT$30,200
UNIVERSITY OF KENTUCKY
STURGILL PHILANTHROPY BUILEXINGTONKY405060015PCGENERAL SUPPORT$2,500
UNIVERSITY OF VIRGINIA
1 BOARS HEAD POINTECHARLOTTESVILLEVA22903PCGENERAL SUPPORT$1,000
WASSON WAY
3874 PAXTON AVE BOX 9211CINCINNATIOH45209PCGENERAL SUPPORT$500
WE DON'T WASTE
6090 E 39TH AVEDENVERCO80207PCGENERAL SUPPORT$1,000
WYOMING HIGH SCHOOL ALUMNI ASSN
420 SPRINGFIELD PIKE SUIWYOMINGOH45215PCGENERAL SUPPORT$500
WYOMING HIGH SCHOOL FOUNDATION
420 SPRINGFIELD PIKE SUIWYOMINGOH45215PCGENERAL SUPPORT$500
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$203,313TotalGrantOrContriPdDurYrAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$180,706ExclusionAmt

Other Investment Income OtherInvestmentIncomeGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion$3,076ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion$60,760ExclusionAmt

Other Revenue Described OtherRevenueDescribedGrp

FieldValueIRS element (for citing)
DescUBIT - HARRIS FAMILY II LLCDesc
Business525990BusinessCd
Unrelated Business Taxbl Incm-$3,395UnrelatedBusinessTaxblIncmAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm-$3,395UnrelatedBusinessTaxblIncmAmt
Exclusion$244,542ExclusionAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$241,147TotalIncomeProducingActyAmt

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

FieldValueIRS element (for citing)
Trnsfr Of Cash To Nonchrtbl EOfalseTrnsfrOfCashToNonchrtblEOInd
Trnsfr Other Asset Nonchrtbl EOfalseTrnsfrOtherAssetNonchrtblEOInd
Sales Or Exchanges Of AssetsfalseSalesOrExchangesOfAssetsInd
Purchase Of Assets Nonchrtbl EOfalsePurchaseOfAssetsNonchrtblEOInd
Rental Of Facilities Oth AssetsfalseRentalOfFacilitiesOthAssetsInd
Reimbursement ArrangementsfalseReimbursementArrangementsInd
Loans Or Loan GuaranteesfalseLoansOrLoanGuaranteesInd
Performance Of Services EtcfalsePerformanceOfServicesEtcInd
Sharing Of Facilities EtcfalseSharingOfFacilitiesEtcInd
Relationships Nonchrtbl EOfalseRelationshipsNonchrtblEOInd

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

FieldValueIRS element (for citing)
CategoryINDIRECT ACCOUNTING FEESCategoryTxt
Amt$11,029Amt
Net Investment Income$5,515NetInvestmentIncomeAmt
Disbursements Charitable Prps$5,514DisbursementsCharitablePrpsAmt

Applied To Prior Year Election AppliedToPriorYearElection

FieldValueIRS element (for citing)
ElectionELECTION PURSUANT TO REGULATIONS SECTION 53.4942(A)-3(D)(2): THE SAUL SCHOTTENSTEIN FOUNDATION B HEREBY ELECTS PURSUANT TO REGULATIONS SECTION 53.4942(A)-3(D)(2) TO TREAT 20,722 OF DISTRIBUTIONS FROM TAX YEAR 2024 AS DISTRIBUTIONS OF UNDISTRIBUTED INCOME FROM 2022.ElectionDesc

Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule

Investments Corporate Bonds InvestmentsCorporateBondsGrp

FieldValueIRS element (for citing)
BondPUBLICLY TRADED CORPORATE BONDSBondNm
EOY Book Value$291,752EOYBookValueAmt
EOYFMV$301,115EOYFMVAmt

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp

FieldValueIRS element (for citing)
StockPUBLICLY TRADED SECURITIESStockNm
EOY Book Value$1,760,885EOYBookValueAmt
EOYFMV$4,120,732EOYFMVAmt

Investments Other Schedule2 InvestmentsOtherSchedule2

Investments Other InvestmentsOtherGrp (5 entries)

Category Or ItemCategoryOrItemTxtListed At Cost Or FMVListedAtCostOrFMVCdBook ValueBookValueAmtEOYFMVEOYFMVAmt
COATUE GROWTH VFMV$230,260$165,765
HARRIS FAMILY II LLCFMV$320,616$498,636
KKR AMERICAS XIIIFMV$183,695$198,654
SLA IIFMV$175,733$198,933
SLP VIIFMV$56,630$65,910

Legal Fees Schedule LegalFeesSchedule

Legal Fees LegalFeesGrp

FieldValueIRS element (for citing)
CategoryINDIRECT LEGAL FEESCategoryTxt
Legal Fees$646LegalFeesAmt
Disbursements Charitable Prps$646DisbursementsCharitablePrpsAmt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (8 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmtNet Investment IncomeNetInvestmentIncomeAmt
EXPENSES
ADVERTISING$11,561$11,561
DUES AND SUBSCRIPTIONS$3,041$3,041
FEDERAL TAXES$12,850
INSURANCE$6,621$6,621
OFFICE EXPENSE$176$176
OTHER EXP. HARRIS FAMILY II K$444$1$378
TELEPHONE$4,579$4,579

Other Income Schedule2 OtherIncomeSchedule2

Other Income Detail OtherIncomeDetail (2 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtNet Investment IncomeNetInvestmentIncomeAmt
ORDINARY GAINS - SECURITIES$3,076$3,076
UBIT - HARRIS FAMILY II LLC-$3,395

Other Increases Schedule OtherIncreasesSchedule

Other Increases Detail OtherIncreasesDetail

FieldValueIRS element (for citing)
DescREVERSE PY DIFFERENCESDesc
Amt$79,140Amt

Other Liabilities Schedule OtherLiabilitiesSchedule

Other Liabilities Detail OtherLiabilitiesDetail

FieldValueIRS element (for citing)
DescCREDIT CARD LIABILITYDesc
BOY Book Value$2,764BOYBookValueAmt
EOY Book Value$30,275EOYBookValueAmt

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail (2 entries)

CategoryCategoryTxtAmtAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
INVESTMENT MANAGEMENT FEES$29,164$29,164
PAYROLL PROCESSING FEES$3,604$3,604

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