SAUL SCHOTTENSTEIN FOUNDATION C: Form 990PF, tax year 2024
View the entire original 990 at ProPublica ↗
- Organization
- SAUL SCHOTTENSTEIN FOUNDATION C (EIN 27-0167574)
- Tax period
- 2024-01-01 to 2024-12-31
- Filed
- 2025-11-12
- IRS object ID
- 202533169349102123
- 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
- Form 990-PF
- Schedule B
- Accounting Fees Schedule
- Expln Of Non Filing With AG Stmt
- Gain Loss Sale Other Assets Sch
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Legal Fees Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Increases Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2025-11-12T12:56:35-05:00 | ReturnTs |
| Tax Period End | 2024-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 311016505 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | LANDAKER & ASSOCIATES INC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 598 OFFICE PKWY STE B | AddressLine1Txt |
| City | WESTERVILLE | CityNm |
| State Abbreviation | OH | StateAbbreviationCd |
| ZIP | 43082 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2024-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 270167574 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SAUL SCHOTTENSTEIN FOUNDATION C | BusinessNameLine1Txt |
| Business Name Line2 | C/O ARSHOT INVESTMENT CORPORATION | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | SAUL | BusinessNameControlTxt |
| Phone | 6144639730 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 107 S HIGH ST - 3RD FLOOR | AddressLine1Txt |
| City | COLUMBUS | CityNm |
| State Abbreviation | OH | StateAbbreviationCd |
| ZIP | 43215 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | THOMAS H SCHOTTENSTEIN | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 6144639730 | PhoneNum |
| Signature | 2025-11-06 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (true) | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | KYLE A HARILDSTAD CPA | PreparerPersonNm |
| PTIN | P03046349 | PTIN |
| Phone | 6148991101 | PhoneNum |
| Preparation | 2025-11-06 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2024 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $4,567,121 | FMVAssetsEOYAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $57,170 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $5,618 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $4,511 | InterestOnSavNetInvstIncmAmt |
| Interest On Savings Adj Net Incm | $5,618 | InterestOnSavingsAdjNetIncmAmt |
| Dividends Rev And Expnss | $47,838 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $47,838 | DividendsNetInvstIncmAmt |
| Dividends Adj Net Incm | $47,838 | DividendsAdjNetIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $164,015 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $1,778,463 | GrossSalesPriceAmt |
| Other Income Rev And Expnss | -$7,180 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $12,418 | OtherIncomeNetInvstIncmAmt |
| Other Income Adj Net Incm | -$7,180 | OtherIncomeAdjNetIncmAmt |
| Total Rev And Expnss | $267,461 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $64,767 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $46,276 | TotalAdjNetIncmAmt |
| Legal Fees Rev And Expnss | $221 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $221 | LegalFeesNetInvstIncmAmt |
| Accounting Fees Rev And Expnss | $3,300 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $1,000 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $2,300 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $2,300 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $587 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Adj Net Incm | $587 | OtherProfFeesAdjNetIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $587 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $8,901 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $7,701 | TaxesNetInvstIncmAmt |
| Taxes Adj Net Incm | $1,200 | TaxesAdjNetIncmAmt |
| Taxes Dsbrs Chrtbl | $1,200 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $821 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $2 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Adj Net Incm | $819 | OtherExpensesAdjNetIncmAmt |
| Other Expenses Dsbrs Chrtbl | $819 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $13,830 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $8,924 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $4,906 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $4,906 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $269,977 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $269,977 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $283,807 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $8,924 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $4,906 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $274,883 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$16,346 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $55,843 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $41,370 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $1,371,603 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $931,167 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $931,167 | SavAndTempCashInvstEOYFMVAmt |
| Acct Rcvbl BOY | $100,000 | AcctRcvblBOYAmt |
| Corporate Stock BOY | $1,625,825 | CorporateStockBOYAmt |
| Corporate Stock EOY | $1,756,641 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $1,756,641 | CorporateStockEOYFMVAmt |
| Other Investments BOY | $1,461,792 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $1,879,313 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $1,879,313 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $4,559,220 | TotalAssetsBOYAmt |
| Total Assets EOY | $4,567,121 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $4,567,121 | TotalAssetsEOYFMVAmt |
| Accounts Payable BOY | $5,515 | AccountsPayableBOYAmt |
| Accounts Payable EOY | $18,263 | AccountsPayableEOYAmt |
| Total Liabilities BOY | $5,515 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $18,263 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $4,553,705 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | $4,548,858 | NoDonorRstrNetAssestsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $4,553,705 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $4,548,858 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $4,559,220 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $4,567,121 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $4,553,705 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$16,346 | ExcessRevenueOverExpensesAmt |
| Other Increases | $11,499 | OtherIncreasesAmt |
| Subtotal | $4,548,858 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $4,548,858 | TotNetAstOrFundBalancesEOYAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $776 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $776 | SubtotalAmt |
| Tax Based On Investment Income | $776 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $3,000 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $3,000 | TotalPaymentsAndCreditsAmt |
| Overpayment | $2,224 | OverpaymentAmt |
| Applied To ES Tax | $2,224 | AppliedToESTaxAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | false | LegislativePoliticalActyInd |
| More Than100 Spent | false | MoreThan100SpentInd |
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (true) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Org Report Or Register State | OH | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (true) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | false | PrivateOperatingFoundationInd |
| New Substantial Contributors | false | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
| Website Address | ARSHOT@ARSHOT.COM | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THOMAS H SCHOTTENSTEIN TRUSTEE | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 6144639730 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 107 S HIGH ST - 3RD FLOOR | AddressLine1Txt |
| Address Line2 | 3RD FLOOR | AddressLine2Txt |
| City | COLUMBUS | CityNm |
| State Abbreviation | OH | StateAbbreviationCd |
| ZIP | 43215 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | false | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | false | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | false | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | false | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | false | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Business Holdings | false | BusinessHoldingsInd |
| Jeopardy Investments | false | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | false | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | false | InfluenceLegislationInd |
| Influence Election | false | InfluenceElectionInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Noncharitable Purpose | false | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | THOMAS H SCHOTTENSTEIN | PersonNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | C/O ARSHOT INVESTMENT CORPORATION | AddressLine1Txt |
| Address Line2 | 107 S HIGH ST - 3RD FLOOR | AddressLine2Txt |
| City | COLUMBUS | CityNm |
| State Abbreviation | OH | StateAbbreviationCd |
| ZIP | 43215 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Title | PRESIDENT | TitleTxt |
| Average Hrs Per Wk Devoted To Pos | 000.00 | AverageHrsPerWkDevotedToPosRt |
| Compensation | $0 | CompensationAmt |
| Employee Benefit Program | $0 | EmployeeBenefitProgramAmt |
| Expense Account Other Allwnc | $0 | ExpenseAccountOtherAllwncAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | N/A | Description1Txt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $1,563,405 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $1,151,385 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $1,719,999 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $4,434,789 | TotalFMVOfUnusedAssetsAmt |
| Adjusted Total FMV Of Unused Ast | $4,434,789 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $66,522 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $4,368,267 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $218,413 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $218,413 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $776 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $776 | TotalTaxAmt |
| Distributable Before Adj | $217,637 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $217,637 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $217,637 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $274,883 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $274,883 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $217,637 | DistributableAsAdjustedAmt |
| Excess Distribution Cyov Yr5 | $137,864 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $42,799 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $176,803 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $28,596 | ExcessDistributionCyovYr2Amt |
| Total Excess Distribution Cyov | $386,062 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $274,883 | QualifyingDistributionsAmt |
| Applied To Current Year | $217,637 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $57,246 | RemainingDistriFromCorpusAmt |
| Total Corpus | $443,308 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov From Yr5 | $137,864 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $305,444 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $42,799 | ExcessFromYear4Amt |
| Excess From Year3 | $176,803 | ExcessFromYear3Amt |
| Excess From Year2 | $28,596 | ExcessFromYear2Amt |
| Excess From Current Year | $57,246 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | THOMAS H SCHOTTENSTEIN TRUSTEE | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 107 S HIGH ST - 3RD FLOOR | AddressLine1Txt |
| City | COLUMBUS | CityNm |
| State Abbreviation | OH | StateAbbreviationCd |
| ZIP | 43215 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 6144639730 | RecipientPhoneNum |
| Form And Info And Materials | COPY OF FEDERAL TAX EXEMPTION LETTER SHOWING THAT THE REQUESTING ORGANIZATION IS EXEMPT AS A IRC SECTION 501(C)3 ORGANIZATION. LETTER DETAILING PROPOSED USE OF ANY FUNDS AWARDED. UPON APPROVEL OF THE GRANT REQUEST: THE ORGANIZATION WILL AGREE THAT ANY FUNDS NOT USED FOR THE INTENDED PURPOSE OF THE GRANT WILL BE RETURNED. THE ORGANIZATION WILL PROVIDE A FOLLOW UP LETTER AND/OR REPORT FOR THE PERIOD(S) IN WHICH THE GRANT WAS EXPENDED. | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | NONE | SubmissionDeadlinesTxt |
| Restrictions On Awards | SEE APPLICATION FORMAT AND REQUIRED CONTENTS COMMENTS. | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (65 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | Address Line2RecipientUSAddress/AddressLine2Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line1RecipientForeignAddress/AddressLine1Txt | CityRecipientForeignAddress/CityNm | CountryRecipientForeignAddress/CountryCd |
|---|---|---|---|---|---|---|---|---|---|---|---|
| 12 TRIBES FILMS FOUNDATION | |||||||||||
| 11 RIVERSIDE DRIVE | 4 | NEW YORK | NY | 10023 | NONE | COMPLETED | GENERAL OPERATIONS | $103 | |||
| A TIME | |||||||||||
| 1310 W 48TH STREET | BROOKLYN | NY | 11219 | NONE | COMPLETED | GENERAL OPERATIONS | $2,000 | ||||
| AGUDATH ISRAEL | |||||||||||
| 3542 W PETERSON AVE | CHICAGO | IL | 60659 | NONE | COMPLETED | GENERAL OPERATIONS | $720 | ||||
| AHAVAS SHALOM | |||||||||||
| 2568 E BROAD ST | COLUMBUS | OH | 43209 | NONE | COMPLETED | GENERAL OPERATIONS | $180 | ||||
| ALEPH INSTITUTE | |||||||||||
| 9540 COLLINS AVE | SURFSIDE | FL | 33154 | NONE | COMPLETED | GENERAL OPERATIONS | $10,054 | ||||
| AVNER INSTITUTE | |||||||||||
| 1526 UNION ST | BROOKLYN | NY | 11213 | NONE | COMPLETED | GENERAL OPERATIONS | $180 | ||||
| BEACHWOOD KOLLEL | |||||||||||
| 2480 S GREEN ROAD | UNIVERSITY HEIGHTS | OH | 44122 | NONE | COMPLETED | GENERAL OPERATIONS | $360 | ||||
| BIKUR CHOLIM | |||||||||||
| 387 KINGSTON AVE | SUITE 10 | BROOKLYN | NY | 11225 | NONE | COMPLETED | GENERAL OPERATIONS | $360 | |||
| CHABAD GRAND DRAW | |||||||||||
| NONE | COMPLETED | GENERAL OPERATIONS | $360 | 107-115 STAMFORD HILL | LONDON | UK | |||||
| CHABAD MOROCCO | |||||||||||
| 107 HIGH ST | COLUMBUS | OH | 43215 | NONE | COMPLETED | GENERAL OPERATIONS | $515 | ||||
| CHABAD OF BURBANK | |||||||||||
| 2415 W MAGNOLIA BLVD | BURBANK | CA | 91506 | NONE | COMPLETED | GENERAL OPERATIONS | $100 | ||||
| CHABAD ON CAMPUS INTL | |||||||||||
| 719 EASTERN PARKWAY | BROOKLYN | NY | 11213 | NONE | COMPLETED | GENERAL OPERATIONS | $100 | ||||
| CHABAD LUBAVITCH | |||||||||||
| 770 EASTERN PARKWAY | BROOKLYN | NY | 11213 | NONE | COMPLETED | GENERAL OPERATIONS | $180 | ||||
| CHARIDAY TEMA MOSHIACH | |||||||||||
| 20914 BAKE PKWY | 106 | LAKE FOREST | CA | 92630 | NONE | COMPLETED | GENERAL OPERATIONS | $193 | |||
| CHARIDAY CHABAD AMELIA | |||||||||||
| 5472 FIRST COAST HIGHWAY | 11 | FERNANDINA BEACH | FL | 32034 | NONE | COMPLETED | GENERAL OPERATIONS | $108 | |||
| CHARIDAY LEVCHABAD | |||||||||||
| 717 EMPIRE BLVD | BROOKLYN | NY | 11213 | NONE | COMPLETED | GENERAL OPERATIONS | $360 | ||||
| CHAYENU | |||||||||||
| 1526 UNION ST | BROOKLYN | NY | 11213 | NONE | COMPLETED | GENERAL OPERATIONS | $1,360 | ||||
| CHAYIM V CHESED INC | |||||||||||
| 169 HEWES ST | 1-D | BROOKLYN | NY | 11211 | NONE | COMPLETED | GENERAL OPERATIONS | $6,938 | |||
| CHESED FUND - NER GAVRIEL TOMS R | |||||||||||
| 169 HEWES ST | 1-D | BROOKLYN | NY | 11211 | NONE | COMPLETED | GENERAL OPERATIONS | $371 | |||
| CHESED FUND VAADHATZEDA | |||||||||||
| 169 HEWES ST | 1-D | BROOKLYN | NY | 11211 | NONE | COMPLETED | GENERAL OPERATIONS | $1,484 | |||
| CHESED FUND SURFSIDE | |||||||||||
| 169 HEWES ST | 1-D | BROOKLYN | NY | 11211 | NONE | COMPLETED | GENERAL OPERATIONS | $810 | |||
| CHOFETZ CHAIM HERITAGE | |||||||||||
| 361 SPOOK ROCK ROAD | SUFFERN | NY | 10901 | NONE | COMPLETED | GENERAL OPERATIONS | $1,250 | ||||
| COLEL CHABAD | |||||||||||
| 806 EASTERN PARKWAY | BROOKLYN | NY | 11213 | NONE | COMPLETED | GENERAL OPERATIONS | $5,634 | ||||
| CONG LAMPLIGHTERS BAL HARBOR | |||||||||||
| 9540 COLLINS AVE | SURFSIDE | FL | 33154 | NONE | COMPLETED | GENERAL OPERATIONS | $10,502 | ||||
| CONGREGATION AHAVAS SHALOM | |||||||||||
| 2568 E BROAD ST | COLUMBUS | OH | 43209 | NONE | COMPLETED | GENERAL OPERATIONS | $548 | ||||
| CONGREGATION DERECH CHAIM | |||||||||||
| 1573 39TH ST | BROOKLYN | NY | 11218 | NONE | COMPLETED | GENERAL OPERATIONS | $180 | ||||
| CONGREGATION LAMPLIGHTERS | |||||||||||
| 777 EASTERN PARKWAY | BROOKLYN | NY | 112133452 | NONE | COMPLETED | GENERAL OPERATIONS | $4,600 | ||||
| CONGREGATION LAMPLIGHTERS SHLICHUS | |||||||||||
| 743 EASTERN PARKWAY | BROOKLYN | NY | 11213 | NONE | COMPLETED | GENERAL OPERATIONS | $100,000 | ||||
| DARCHAI MENECHEM | |||||||||||
| 432 RUTLAND ROAD | BROOKLYN | NY | 11203 | NONE | COMPLETED | GENERAL OPERATIONS | $580 | ||||
| DERECH HATORAH | |||||||||||
| 125 KINGS HIGHWAY S | ROCHESTER | NY | 14617 | NONE | COMPLETED | GENERAL OPERATIONS | $180 | ||||
| DERECH INSTITUTE | |||||||||||
| 125 KINGS HIGHWAY SOUTH | ROCHESTER | NY | 14617 | NONE | COMPLETED | GENERAL OPERATIONS | $1,030 | ||||
| DONORS FUND | |||||||||||
| 125 KINGS HIGHWAY SOUTH | ROCHESTER | NY | 14617 | NONE | COMPLETED | GENERAL OPERATIONS | $180 | ||||
| EDUCATIONAL INSTITUTE OHOLEI TORAH | |||||||||||
| 667 EASTERN PARKWAY | BROOKLYN | NY | 11213 | NONE | COMPLETED | GENERAL OPERATIONS | $180 | ||||
| FRIENDS OF BIKUR CHOLUM EZRAT ACHIM | |||||||||||
| 5014-16 AVE 283 | BROOKLYN | NY | 11204 | NONE | COMPLETED | GENERAL OPERATIONS | $3,600 | ||||
| GYE CORP | |||||||||||
| 3918 FALLSTAFF RD | BALTIMORE | MD | 21215 | NONE | COMPLETED | GENERAL OPERATIONS | $1,368 | ||||
| HAICHEL YESHAYE INC | |||||||||||
| 199 LEE AVE | 324 | BROOKLYN | NY | 11211 | NONE | COMPLETED | GENERAL OPERATIONS | $9,000 | |||
| HATZALAH OF CROWN HEIGHTS | |||||||||||
| 383 KINGSTON AVE STE 99 | BROOKLYN | NY | 11213 | NONE | COMPLETED | GENERAL OPERATIONS | $185 | ||||
| INSTITUTE FOR DAYANIM | |||||||||||
| 25625 SOUTHFIELD RD | 107 | SOUTHFIELD | MI | 48075 | NONE | COMPLETED | GENERAL OPERATIONS | $8,060 | |||
| JCC CHABAD OF LONG ISLAND CITY | |||||||||||
| 10-29 48TH AVE | LONG ISLAND CITY | NY | 11101 | NONE | COMPLETED | GENERAL OPERATIONS | $258 | ||||
| JLC CHABAD | |||||||||||
| 411 WEST 41ST STREET | MIAMI BEACH | FL | 33140 | NONE | COMPLETED | GENERAL OPERATIONS | $5,400 | ||||
| KEREN HASHVIIS | |||||||||||
| 12221 METROPOLITAN AVE | KEW GARDENS | NY | 11415 | NONE | COMPLETED | GENERAL OPERATIONS | $250 | ||||
| KEREN YELED V'YALDA | |||||||||||
| 4 PHYLLIS TERRACE | MONSEY | NY | 10952 | NONE | COMPLETED | GENERAL OPERATIONS | $1,000 | ||||
| KLURMAN | |||||||||||
| 4601 SHERIDAN STREET | HOLLYWOOD | FL | 33021 | NONE | COMPLETED | GENERAL OPERATIONS | $500 | ||||
| LUBAVITCHER HEADQUARTERS | |||||||||||
| 770 EASTERN PARKWAY | BROOKLYN | NY | 11213 | NONE | COMPLETED | GENERAL OPERATIONS | $181 | ||||
| LUBAVITCHER SCHOOL | |||||||||||
| 841 OCEAN PARKWAY | BROOKLYN | NY | 11230 | NONE | COMPLETED | GENERAL OPERATIONS | $108 | ||||
| MAAMAR MORDECHAI | |||||||||||
| 1011 E 29TH STREET | BROOKLYN | NY | 11210 | NONE | COMPLETED | GENERAL OPERATIONS | $540 | ||||
| MISS MARY ORDER | |||||||||||
| 107 HIGH ST | COLUMBUS | OH | 43215 | NONE | COMPLETED | GENERAL OPERATIONS | $71 | ||||
| MIYAD CHABAD HOUSE | |||||||||||
| 82 FORSYTHIA LN | JERICHO | NY | 11753 | NONE | COMPLETED | GENERAL OPERATIONS | $4,160 | ||||
| MIYAD INC | |||||||||||
| 9559 COLLINS AVE STE 2055 | SURFSIDE | FL | 33154 | NONE | COMPLETED | GENERAL OPERATIONS | $57,560 | ||||
| NINA SCHOTTENSTEIN | |||||||||||
| 107 HIGH ST | COLUMBUS | OH | 43215 | NONE | COMPLETED | GENERAL OPERATIONS | $200 | ||||
| ORYAH SEMINARY | |||||||||||
| 107 HIGH ST | COLUMBUS | OH | 43215 | NONE | COMPLETED | GENERAL OPERATIONS | $8,063 | ||||
| PEF ISRAEL ENDOWMENT FUND | |||||||||||
| 630 THIRD AVE | 1001 | NEW YORK | NY | 10011 | NONE | COMPLETED | GENERAL OPERATIONS | $54 | |||
| RABBINICAL SEMINARY OF AMERICA | |||||||||||
| 76-01 147TH ST | FLUSHING | NY | 11367 | NONE | COMPLETED | GENERAL OPERATIONS | $120 | ||||
| R'TZIN CHAYA MUSHKA BIKUR CHOL | |||||||||||
| 387 KINGSTON AVE | SUITE 110 | BROOKLYN | NY | 11225 | NONE | COMPLETED | GENERAL OPERATIONS | $500 | |||
| SARAH SCHOTTENSTEIN | |||||||||||
| 107 HIGH ST | COLUMBUS | OH | 43215 | NONE | COMPLETED | GENERAL OPERATIONS | $180 | ||||
| SHUL OF BAL HARBOR - THE SHUL | |||||||||||
| 9540 COLLINS AVE | SURFSIDE | FL | 33154 | NONE | COMPLETED | GENERAL OPERATIONS | $3,580 | ||||
| TALMUDICAL SEMINARY | |||||||||||
| 1440 54TH STREET | BROOKLYN | NY | 11219 | NONE | COMPLETED | GENERAL OPERATIONS | $3,600 | ||||
| TEN YAD TEN YAD | |||||||||||
| 559 EMPIRE BLVD | BROOKLYN | NY | 11225 | NONE | COMPLETED | GENERAL OPERATIONS | $580 | ||||
| TOIREMORG CHARITY | |||||||||||
| 5314 16TH AVE | 298 | BROOKLYN | NY | 11204 | NONE | COMPLETED | GENERAL OPERATIONS | $360 | |||
| TORAS CHESED INC | |||||||||||
| 421 6TH ST | LAKEWOOD | NJ | 08701 | NONE | COMPLETED | GENERAL OPERATIONS | $4,354 | ||||
| UNITED LUBAVITCHER YESHIVOTH | |||||||||||
| 841-853 OCEAN PKWY | BROOKLYN | NY | 11230 | NONE | COMPLETED | GENERAL OPERATIONS | $900 | ||||
| WINRED KENNEDY | |||||||||||
| 1776 WILSON BLVD | ARLINGTON | VA | 22209 | NONE | COMPLETED | GENERAL OPERATIONS | $25 | ||||
| YAD L'ACHIM | |||||||||||
| 4018 18TH AVE | BROOKLYN | NY | 11218 | NONE | COMPLETED | GENERAL OPERATIONS | $1,000 | ||||
| YALDEI SHLUCHEI HAREBBE | |||||||||||
| 353 KINGSTON AVE STE 302 | BROOKLYN | NY | 11213 | NONE | COMPLETED | GENERAL OPERATIONS | $720 | ||||
| YESHIVA OHR ELCHONON CHABAD | |||||||||||
| 7215 WARING AVE | LOS ANGELES | CA | 900467615 | NONE | COMPLETED | GENERAL OPERATIONS | $1,800 | ||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $269,977 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 25 | ExclusionCd |
| Exclusion | $5,618 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 25 | ExclusionCd |
| Exclusion | $47,838 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $164,015 | RelatedOrExemptFunctionIncmAmt |
Other Revenue Described OtherRevenueDescribedGrp (2 entries)
| DescDesc | ExclusionExclusionCd | ExclusionExclusionAmt |
|---|---|---|
| NET INCOME INSTANT BINGO CA | 25 | $12,418 |
| RED HEN P'SHIP | 25 | -$19,598 |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $46,276 | ExclusionAmt |
| Related Or Exempt Function Incm | $164,015 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $210,291 | TotalIncomeProducingActyAmt |
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp (2 entries)
| Line NumberLineNumberTxt | Relationship StatementRelationshipStatementTxt |
|---|---|
| 3 | REINVESTED FOR CURRENT AND FUTURE CHARITABLE GIVING. |
| 4 | REINVESTED FOR CURRENT AND FUTURE CHARITABLE GIVING. |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | false | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | false | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | false | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | false | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | false | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | false | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | false | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | false | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | false | RelationshipsNonchrtblEOInd |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
| Contributor Person | THOMAS H SCHOTTENSTEIN | ContributorPersonNm |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 107 SOUTH HIGH STREET | AddressLine1Txt |
| Address Line2 | SUITE 300 | AddressLine2Txt |
| City | COLUMBUS | CityNm |
| State Abbreviation | OH | StateAbbreviationCd |
| ZIP | 432153456 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $57,170 | TotalContributionsAmt |
| Noncash Contribution | Yes (X) | NoncashContributionInd |
Non Cash Property Contribution NonCashPropertyContributionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
| Noncash Property | 250 SHARES AAPL STOCK | NoncashPropertyDesc |
| Fair Market Value | $57,170 | FairMarketValueAmt |
| Received | 2024-07-09 | ReceivedDt |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LANDAKER & ASSOCIATES, INC.- CPA | CategoryTxt |
| Amt | $3,300 | Amt |
| Net Investment Income | $1,000 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $2,300 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $2,300 | DisbursementsCharitablePrpsAmt |
Expln Of Non Filing With AG Stmt ExplnOfNonFilingWithAGStmt
| Field | Value | IRS element (for citing) |
|---|---|---|
| Explanation | NOT REQUIRED - VERIFICATION OF FORM 990PF FILING IS ALL THAT IS REQUIRED BY STATE OF OHIO. | ExplanationTxt |
Gain Loss Sale Other Assets Sch GainLossSaleOtherAssetsSch
Gain Loss Sale Other Asset GainLossSaleOtherAssetGrp (2 entries)
| AssetAssetDesc | How AcquiredHowAcquiredTxt | Gross Sales PriceGrossSalesPriceAmt | BasisBasisAmt | Total NetTotalNetAmt |
|---|---|---|---|---|
| CHARLES SCHWAB | PURCHASE | $1,661,502 | $1,507,243 | $154,259 |
| TD AMERITRADE | PURCHASE | $116,961 | $107,205 | $9,756 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | AMERITRADE 342365 | StockNm |
| EOY Book Value | $1,756,641 | EOYBookValueAmt |
| EOYFMV | $1,756,641 | EOYFMVAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (6 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| RED HEN EQUITY INVESTMENT | AT COST | $1,098,576 | $1,098,576 |
| CHOCOLATE LOVERS LLC INVESTMENT | AT COST | $120,000 | $120,000 |
| NEW FOOD VENTURE I LLC INVESTMENT | AT COST | $50,000 | $50,000 |
| 4TH & HEART HOLDINGS | AT COST | $250,000 | $250,000 |
| TIDAL B HOLDINGS | AT COST | $125,000 | $125,000 |
| MOD. SINGLE PREM. UNIV. LIFE POL. | AT COST | $235,737 | $235,737 |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL FEES | CategoryTxt |
| Legal Fees | $221 | LegalFeesAmt |
| Net Investment Income | $221 | NetInvestmentIncomeAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (4 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| EXPENSES | ||||
| SCHWAB ACCOUNT FEES | $2 | $2 | ||
| CC ANNUAL FEES | $794 | $794 | $794 | |
| BANK SERVICE CHARGES | $25 | $25 | $25 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt |
|---|---|---|---|
| NET INCOME INSTANT BINGO CARD | $12,418 | $12,418 | $12,418 |
| RED HEN P'SHIP | -$19,598 | -$19,598 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | UNREALIZED GAINS RECONCILIATION | Desc |
| Amt | $11,499 | Amt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | OTHER ADMINISTRATIVE FEES | CategoryTxt |
| Amt | $587 | Amt |
| Adjusted Net Income | $587 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $587 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|---|---|
| OHIO CHARITABLE REGISTRATION FEE | $1,200 | $1,200 | $1,200 | |
| FOREIGN TAXES WITHHELD | $6,252 | $6,252 | ||
| FEDERAL EXCISE TAX - ESTIMATED | $1,449 | $1,449 |
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