SAUL SCHOTTENSTEIN FOUNDATION C: Form 990PF, tax year 2016
View the entire original 990 at ProPublica ↗
- Organization
- SAUL SCHOTTENSTEIN FOUNDATION C (EIN 27-0167574)
- Tax period
- 2016-01-01 to 2016-12-31
- Filed
- 2017-11-09
- IRS object ID
- 201743139349101069
- Schema version
- 2016v3.0
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- Accounting Fees Schedule
- Expln Of Non Filing With AG Stmt
- Gain Loss Sale Other Assets Sch
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Legal Fees Schedule
- Other Income Schedule2
- Other Increases Schedule
- Other Notes Loans Rcvbl Short Sch2
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2017-11-09T14:54:05-05:00 | ReturnTs |
| Tax Period End | 2016-12-31 | 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 | 128 W COUNTY LINE RD STE D | AddressLine1Txt |
| City | WESTERVILLE | CityNm |
| State Abbreviation | OH | StateAbbreviationCd |
| ZIP | 43082 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2016-01-01 | 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 | 2017-11-06 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | JAMES A LANDAKER CPA | PreparerPersonNm |
| PTIN | P01223122 | PTIN |
| Phone | 6148991101 | PhoneNum |
| Preparation | 2017-11-07 | PreparationDt |
Filing Security Information FilingSecurityInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| At Submission Creation Device Id | 0E80A8ACD92EEFE46FCD82641D31FC905337E42F | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | 2B961BB6BF802F3DD6079EE1B87AA12FC56EE39A | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2016 | TaxYr |
| Build TS | 2018-03-14 21:41:22Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $4,966,193 | FMVAssetsEOYAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Interest On Sav Rev And Expnss | $122,464 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $122,464 | InterestOnSavNetInvstIncmAmt |
| Interest On Savings Adj Net Incm | $122,464 | InterestOnSavingsAdjNetIncmAmt |
| Dividends Rev And Expnss | $43,854 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $43,854 | DividendsNetInvstIncmAmt |
| Dividends Adj Net Incm | $43,854 | DividendsAdjNetIncmAmt |
| Net Gain Sale Ast Rev And Expnss | -$9,452 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $1,527,399 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $4,174 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $11,972 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $8,782 | OtherIncomeNetInvstIncmAmt |
| Other Income Adj Net Incm | $11,972 | OtherIncomeAdjNetIncmAmt |
| Total Rev And Expnss | $168,838 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $179,274 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $178,290 | TotalAdjNetIncmAmt |
| Legal Fees Rev And Expnss | $1,112 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $556 | LegalFeesNetInvstIncmAmt |
| Legal Fees Adj Net Incm | $556 | LegalFeesAdjNetIncmAmt |
| Legal Fees Dsbrs Chrtbl | $556 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $3,170 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $300 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $2,870 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $2,870 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $8,445 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $8,147 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Adj Net Incm | $298 | OtherProfFeesAdjNetIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $298 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $3,098 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $2,898 | TaxesNetInvstIncmAmt |
| Taxes Adj Net Incm | $200 | TaxesAdjNetIncmAmt |
| Taxes Dsbrs Chrtbl | $200 | TaxesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $15,825 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $11,901 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $3,924 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $3,924 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $428,842 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $428,842 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $444,667 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $11,901 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $3,924 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $432,766 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$275,829 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $167,373 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $174,366 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $1,505,311 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $971,947 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $971,947 | SavAndTempCashInvstEOYFMVAmt |
| Other Nts And Loans Rcvbl | $2,362,159 | OtherNtsAndLoansRcvblAmt |
| Other Nts And Loans Rcvbl BOY | $951,511 | OtherNtsAndLoansRcvblBOYAmt |
| Other Nts And Loans Rcvbl EOY | $2,362,159 | OtherNtsAndLoansRcvblEOYAmt |
| Other Nts And Loans Rcvbl EOYFMV | $2,362,159 | OtherNtsAndLoansRcvblEOYFMVAmt |
| Corporate Stock BOY | $2,378,018 | CorporateStockBOYAmt |
| Corporate Stock EOY | $1,223,972 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $1,299,964 | CorporateStockEOYFMVAmt |
| Other Investments BOY | $329,827 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $332,123 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $332,123 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $5,164,667 | TotalAssetsBOYAmt |
| Total Assets EOY | $4,890,201 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $4,966,193 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
| Unrestricted BOY | $5,164,667 | UnrestrictedBOYAmt |
| Unrestricted EOY | $4,890,201 | UnrestrictedEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $5,164,667 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $4,890,201 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $5,164,667 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $4,890,201 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $5,164,667 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$275,829 | ExcessRevenueOverExpensesAmt |
| Other Increases | $1,363 | OtherIncreasesAmt |
| Subtotal | $4,890,201 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $4,890,201 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $4,174 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $392,895 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $4,160,949 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.094424 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $440,352 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $5,633,206 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.078171 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $339,602 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $4,751,172 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.071478 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $511,179 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $5,941,353 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.086037 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $366,072 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $5,888,450 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.062168 | DistributionYr5Rt |
| Total Distribution | 0.392278 | TotalDistributionRt |
| Average Distribution | 0.078456 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $4,634,811 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $363,629 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $1,674 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $365,303 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $432,766 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Domestic Org Meeting Sect4940e | Yes (X) | DomesticOrgMeetingSect4940eInd |
| Investment Income Excise Tax | $1,674 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $1,674 | SubtotalAmt |
| Tax Based On Investment Income | $1,674 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $2,500 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $2,500 | TotalPaymentsAndCreditsAmt |
| Overpayment | $826 | OverpaymentAmt |
| Applied To ES Tax | $826 | 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 | false | 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 |
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 | $3,466,763 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $1,238,629 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $4,705,392 | TotalFMVOfUnusedAssetsAmt |
| Adjusted Total FMV Of Unused Ast | $4,705,392 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $70,581 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $4,634,811 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $231,741 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $231,741 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $1,674 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $1,674 | TotalTaxAmt |
| Distributable Before Adj | $230,067 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $230,067 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $230,067 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $432,766 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $432,766 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $1,674 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $431,092 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $230,067 | DistributableAsAdjustedAmt |
| Excess Distribution Cyov Yr5 | $72,107 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $215,743 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $105,765 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $160,326 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $189,004 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $742,945 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $432,766 | QualifyingDistributionsAmt |
| Applied To Current Year | $230,067 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $202,699 | RemainingDistriFromCorpusAmt |
| Total Corpus | $945,644 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov From Yr5 | $72,107 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $873,537 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $215,743 | ExcessFromYear4Amt |
| Excess From Year3 | $105,765 | ExcessFromYear3Amt |
| Excess From Year2 | $160,326 | ExcessFromYear2Amt |
| Excess From Year1 | $189,004 | ExcessFromYear1Amt |
| Excess From Current Year | $202,699 | 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 (103 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Business Name Line2RecipientBusinessName/BusinessNameLine2Txt | Address Line2RecipientUSAddress/AddressLine2Txt | Address Line1RecipientForeignAddress/AddressLine1Txt | CityRecipientForeignAddress/CityNm | CountryRecipientForeignAddress/CountryCd | Address Line2RecipientForeignAddress/AddressLine2Txt | Province Or StateRecipientForeignAddress/ProvinceOrStateNm |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| AISH DENVER | ||||||||||||||
| 9550 E BELLEVIEW AVE | GREENWOOD VILLIAGE | CO | 80111 | NONE | COMPLETED | GENERAL OPERATIONS | $6,060 | |||||||
| ALEPH INSTITUTE | ||||||||||||||
| 9540 COLLINS AVE | SURFSIDE | FL | 33154 | NONE | COMPLETED | GENERAL OPERATIONS | $5,900 | ALEPH INSTITUTE | ||||||
| AMERICAN FRIENDS OF MACHON YERUSHAL | ||||||||||||||
| 1440 54TH STREET | BROOKLYN | NY | 11219 | NONE | COMPLETED | GENERAL OPERATIONS | $1,620 | |||||||
| AMERICAN FRIENDS OF YESHIVA KESSER | ||||||||||||||
| 149-05 79TH AVE | KEW GARDEN HILLS | NY | 113673821 | NONE | COMPLETED | GENERAL OPERATIONS | $180 | PROFESSIONAL OFFICE STE 2 | ||||||
| ASCENT INNER DIMENSIONS OF JEWISH L | ||||||||||||||
| 383 KINGSTON AVE RM 28 | BROOKLYN | NY | 11213 | NONE | COMPLETED | GENERAL OPERATIONS | $5,400 | |||||||
| AVNER INSTITUTE | ||||||||||||||
| 1526 UNION ST | BROOKLYN | NY | 11213 | NONE | COMPLETED | GENERAL OPERATIONS | $1,800 | |||||||
| AVROHOM ADLER UNIVERSITY | ||||||||||||||
| 17 N DEARBORN STREET | CHICAGO | IL | 60602 | NONE | COMPLETED | GENERAL OPERATIONS | $11,740 | |||||||
| BAIS CHAYA MUSHKA SCHOOL FOR GIRLS | ||||||||||||||
| 9051 W PICO BLVD | LOS ANGELES | CA | 90035 | NONE | COMPLETED | GENERAL OPERATIONS | $5,400 | |||||||
| BAIS NOCHUM | ||||||||||||||
| 151 S DETROIT ST | LOS ANGELES | CA | 90034 | NONE | COMPLETED | GENERAL OPERATIONS | $1,872 | |||||||
| BE THE BEST SPORT INC | ||||||||||||||
| 64 HARBOR HILLS DR | PORT WASHINGTON | OH | 43837 | NONE | COMPLETED | GENERAL OPERATIONS | $216 | |||||||
| BETH JACOB CONGREGATION | ||||||||||||||
| 1223 COLLEGE AVE | COLUMBUS | OH | 43209 | NONE | COMPLETED | GENERAL OPERATIONS | $750 | |||||||
| BETH YISRAEL | ||||||||||||||
| 920 FRANKLIN ROAD | ROANOKE | VA | 24016 | NONE | COMPLETED | GENERAL OPERATIONS | $126 | |||||||
| BETZALEL MENDELSON | ||||||||||||||
| 1425 53RD STREET | BROOKLYN | NY | 11219 | NONE | COMPLETED | GENERAL OPERATIONS | $108 | |||||||
| BRESLOV SYNAGOGUE | ||||||||||||||
| 2671 E MAIN ST | COLUMBUS | OH | 43209 | NONE | COMPLETED | GENERAL OPERATIONS | $2,230 | |||||||
| BRIT YOSEF YITZCHAK OF AMERICA INC | ||||||||||||||
| 10080 BAY HARBOR | TER BAY HARBOR ISLANDS | FL | 33154 | NONE | COMPLETED | GENERAL OPERATIONS | $900 | |||||||
| CENTRAL COMMITTEE KNESSETH ISRAEL | ||||||||||||||
| 5014 16 AVE | BROOKLYN | NY | 11204 | NONE | COMPLETED | GENERAL OPERATIONS | $720 | PMB203 | ||||||
| CHABAD HEIGHTS | ||||||||||||||
| 664 STERLING PLACE | BROOKLYN | NY | 11216 | NONE | COMPLETED | GENERAL OPERATIONS | $1,800 | |||||||
| CHABAD IN THE HILLS | ||||||||||||||
| 1016 CORY AVE | BEVERLY HILLS | CA | 90069 | NONE | COMPLETED | GENERAL OPERATIONS | $3,600 | |||||||
| CHABAD OF OXNARD | ||||||||||||||
| 112 LOS ALTOS ST | OXNARD | CA | 93035 | NONE | COMPLETED | GENERAL OPERATIONS | $3,600 | HOLLYWOOD BEACH | ||||||
| CHABAD OF PARKLAND INC | ||||||||||||||
| NONE | COMPLETED | GENERAL OPERATIONS | $6,000 | 33 CROFT STREET | MANCHESTER | UK | ||||||||
| CHABAD OF WASHINGTON HEIGHTS | ||||||||||||||
| 50 OVERLOOK TERRACE | NEW YORK | NY | 10033 | NONE | COMPLETED | GENERAL OPERATIONS | $3,600 | SUITE BBCC | ||||||
| CHABAD ON CAMPUS INTL | ||||||||||||||
| 719 EASTERN PARKWAY | BROOKLYN | NY | 11213 | NONE | COMPLETED | GENERAL OPERATIONS | $540 | |||||||
| CHAHAB OF SIMI VALLEY | ||||||||||||||
| 4464 ALAMO STREET | SIMI VALLEY | CA | 93063 | NONE | COMPLETED | GENERAL OPERATIONS | $386 | |||||||
| CHARITY BOX | ||||||||||||||
| NONE | COMPLETED | GENERAL OPERATIONS | $65,180 | 33 CROFT STREET | MANCHESTER | UK | ||||||||
| CHAYENU | ||||||||||||||
| 1526 UNION ST | BROOKLYN | NY | 11213 | NONE | COMPLETED | GENERAL OPERATIONS | $165 | |||||||
| CHAYIM V'CHESSED INC | ||||||||||||||
| 169 HEWES STREET 1-D | BROOKLYN | NY | 11211 | NONE | COMPLETED | GENERAL OPERATIONS | $41,840 | |||||||
| CHEDER MENACHEM | ||||||||||||||
| 1606 S LA CIENEGA BLVD | LOS ANGELES | CA | 90035 | NONE | COMPLETED | GENERAL OPERATIONS | $8,048 | |||||||
| CHEVRAH LOMDEI MISHNAH | ||||||||||||||
| 40 EAST 13TH STREET | LAKEWOOD | NJ | 08701 | NONE | COMPLETED | GENERAL OPERATIONS | $80 | |||||||
| CHOFETZ CHAIM HERTIAGE | ||||||||||||||
| 361 SPOOK ROCK RD | SUFFERN | NY | 10901 | NONE | COMPLETED | GENERAL OPERATIONS | $900 | |||||||
| CLEVELAND TORAH CENTER | ||||||||||||||
| 2120 SOUTH GREEN ROAD | SOUTH EUCLID | OH | 44121 | NONE | COMPLETED | GENERAL OPERATIONS | $1,800 | |||||||
| COLEL CHABAD | ||||||||||||||
| 806 EASTERN PARKWAY | BROOKLYN | NY | 11213 | NONE | COMPLETED | GENERAL OPERATIONS | $28,186 | |||||||
| COLUMBUS COMMUNITY KOLLEL | ||||||||||||||
| 2513 E MAIN ST | COLUMBUS | OH | 43209 | NONE | COMPLETED | GENERAL OPERATIONS | $40,956 | |||||||
| COLUMBUS JEWISH ARTS CENTER | ||||||||||||||
| 622 PARKFAIR PL | COLUMBUS | OH | 43213 | NONE | COMPLETED | GENERAL OPERATIONS | $500 | |||||||
| COLUMBUS TORAH ACADEMY | ||||||||||||||
| 181 NOE BIXBY RD | COLUMBUS | OH | 43213 | NONE | COMPLETED | GENERAL OPERATIONS | $7,020 | |||||||
| CONGREGATION AHAVAS SHOLOM | ||||||||||||||
| 2568 E BROAD STREET | COLUMBUS | OH | 43209 | NONE | COMPLETED | GENERAL OPERATIONS | $12,590 | |||||||
| CONGREGATION DERECH CHAIM | ||||||||||||||
| 1573 39TH STREET | BROOKLYN | NY | 11218 | NONE | COMPLETED | GENERAL OPERATIONS | $540 | |||||||
| CONGREGATION KHAL YEREIM | ||||||||||||||
| 1771 S TAYLOR RD | CLEVELAND HEIGHTS | OH | 44118 | NONE | COMPLETED | GENERAL OPERATIONS | $21,660 | |||||||
| CONGREGATION MOSDOS TOLDOS AHARON | ||||||||||||||
| PO BOX 191202 | BROOKLYN | NY | 11219 | NONE | COMPLETED | GENERAL OPERATIONS | $180 | |||||||
| CONGREGATION SFAT TAMMIM INC | ||||||||||||||
| 1376 E 10TH STREET | BROOKLYN | NY | 11230 | NONE | COMPLETED | GENERAL OPERATIONS | $5,220 | |||||||
| DIASPORA YESHIVA TORAS ISRAEL | ||||||||||||||
| 662 LEFFERTS AVE | BROOKLYN | NY | 11203 | NONE | COMPLETED | GENERAL OPERATIONS | $180 | |||||||
| DOWNTOWN JEWISH CENTER CHABAD | ||||||||||||||
| 900 E BROWARD BLVD | FORT LAUDERDALE | FL | 33301 | NONE | COMPLETED | GENERAL OPERATIONS | $1,440 | |||||||
| EDUCATION INSTITUTE OHOLEI TORAH | ||||||||||||||
| 667 EASTERN PARKWAY | BROOKLYN | NY | 11213 | NONE | COMPLETED | GENERAL OPERATIONS | $900 | |||||||
| ERUV OF COLUMBUS | ||||||||||||||
| 165 S CHESTERFIELD RD | COLUMBUS | OH | 432091912 | NONE | COMPLETED | GENERAL OPERATIONS | $360 | |||||||
| EZRAT ISRAEL INC | ||||||||||||||
| 806 EASTERN PARKWAY | BROOKLYN | NY | 11213 | NONE | COMPLETED | GENERAL OPERATIONS | $3,520 | |||||||
| FRIENDS OF THE IDF | ||||||||||||||
| PO BOX 4224 | NEW YORK | NY | 10163 | NONE | COMPLETED | GENERAL OPERATIONS | $1,800 | |||||||
| FRIENDS OF YAD SARAH | ||||||||||||||
| 450 PARK AVE-7TH FLOOR | NEW YORK | NY | 10022 | NONE | COMPLETED | GENERAL OPERATIONS | $781 | |||||||
| GREAT CHARITY CHAYE OLAM | ||||||||||||||
| POB 786 | NEW YORK | NY | 10038 | NONE | COMPLETED | GENERAL OPERATIONS | $360 | |||||||
| GYE CORP (GUARD YOUR EYES CORP) | ||||||||||||||
| 3918 FALLSTAFF RD | BALTIMORE | MD | 21215 | NONE | COMPLETED | GENERAL OPERATIONS | $3,520 | |||||||
| HEICHEL YIZCHOK INC | ||||||||||||||
| 1409 60TH STREET | BROOKLYN | NY | 11219 | NONE | COMPLETED | GENERAL OPERATIONS | $180 | |||||||
| HILLEL ACADEMY (DENVER) | ||||||||||||||
| 450 SOUTH HUDSON ST | DENVER | CO | 80246 | NONE | COMPLETED | GENERAL OPERATIONS | $1,360 | |||||||
| INSTITUTE FOR DAYANIM | ||||||||||||||
| 25625 SOUTHFIELD RD 107 | SOUTHFIELD | MI | 48075 | NONE | COMPLETED | GENERAL OPERATIONS | $6,250 | |||||||
| ISAAC POLANSKY | ||||||||||||||
| 1044 E 13TH ST APT 1FL | BROOKLYN | NY | 11230 | NONE | COMPLETED | GENERAL OPERATIONS | $811 | |||||||
| JCC CHABAD OF LONG ISLAND CITY | ||||||||||||||
| 198 UTICA AVE | BROOKLYN | NY | 11213 | NONE | COMPLETED | GENERAL OPERATIONS | $1,800 | |||||||
| JEM-JEWISH EDUCATIONAL MEDIA | ||||||||||||||
| 784 EASTERN PARKWAY | BROOKLYN | NY | 11213 | NONE | COMPLETED | GENERAL OPERATIONS | $500 | SUITE 403 | ||||||
| JERUSALEM CHESED-MACHIS | ||||||||||||||
| NONE | COMPLETED | GENERAL OPERATIONS | $500 | MAALOT DAFNA 137-26 | JERUSALEM | IS | ||||||||
| JUDAICA WORLD OF BROOKLYN NY | ||||||||||||||
| 329 KINGSTON AVE | BROOKLYN | NY | 11213 | NONE | COMPLETED | GENERAL OPERATIONS | $130 | |||||||
| KEHOT PUBLICATION SOCIETY | ||||||||||||||
| 770 EASTERN PARKWAY | BROOKLYN | NY | 11213 | NONE | COMPLETED | GENERAL OPERATIONS | $2,258 | |||||||
| KEREN SIMCHAS CHOSSON V'KALLAH | ||||||||||||||
| 712 MONTGOMERY ST | BROOKLYN | NY | 11213 | NONE | COMPLETED | GENERAL OPERATIONS | $3,420 | |||||||
| KEREN YELED V'YALDA | ||||||||||||||
| ROCKLAND COUNTY OFFICE | MONSEY | NY | 10952 | NONE | COMPLETED | GENERAL OPERATIONS | $1,656 | 4 PHYLLIS TERRACE | ||||||
| KOLHATORAH | ||||||||||||||
| PO BOX 24346 | LOE ANGELS | CA | 90024 | NONE | COMPLETED | GENERAL OPERATIONS | $108 | |||||||
| KOLLEL K'HAL YEREIM | ||||||||||||||
| 1771 S TAYLOR RD | CLEVELAND HEIGHTS | OH | 44118 | NONE | COMPLETED | GENERAL OPERATIONS | $4,198 | |||||||
| KOLLEL YCM-KOLLEL YAD CHAIM MORD | ||||||||||||||
| 2203 S GREEN RD | UNVERSITY HEIGHTS | OH | 44118 | NONE | COMPLETED | GENERAL OPERATIONS | $2,296 | |||||||
| LAMPLIGHTERS SHEICHUS ACDEMY | ||||||||||||||
| 221 ASHBOURNE RD | COLUMBUS | OH | 43209 | NONE | COMPLETED | GENERAL | $4,871 | |||||||
| LEARN AND RETURN | ||||||||||||||
| PO BOX 761069 | LOS ANGELES | CA | 90076 | NONE | COMPLETED | GENERAL OPEARTIONS | $360 | |||||||
| LUBAVITCH EDUCATIONAL CENTER | ||||||||||||||
| 17330 NW 7TH AVE | MIAMI | FL | 33169 | NONE | COMPLETED | GENERAL OPERATIONS | $2,100 | |||||||
| LUBAVITCHER HEADQUARTERS | ||||||||||||||
| 770 EASTERN PARKWAY | BROOKLYN | NY | 11213 | NONE | COMPLETED | GENERAL OPERATIONS | $360 | |||||||
| LUBAVITCHER SCHOOL | ||||||||||||||
| 841 OCEAN PARKWAY | BROOKLYN | NY | 11230 | NONE | COMPLETED | GENERAL OPERATIONS | $910 | |||||||
| MERKAZ STAM | ||||||||||||||
| 309 KINGSTON AVE | BROOKLYN | NY | 11213 | NONE | COMPLETED | GENERAL OPERATIONS | $219 | |||||||
| MERKOS | ||||||||||||||
| 770 EASTERN PARKWAY | BROOKLYN | NY | 11213 | NONE | COMPLETED | GENERAL OPERATIONS | $2,500 | |||||||
| MISSOURI TORAH INSTITUTE | ||||||||||||||
| 1809 CLARKSON ROAD | CHESTERFIELD | MO | 63017 | NONE | COMPLETED | GENERAL OPERATIONS | $126 | |||||||
| NCSY | ||||||||||||||
| 16947 W 10 MILE RD | SOUTHFIELD | MI | 48075 | NONE | COMPLETED | GENERAL OPERATIONS | $1,278 | |||||||
| NEVE YERUSHALAYIM INC | ||||||||||||||
| NONE | COMPLETED | GENERAL OPERATIONS | $360 | 1 BEIT YITZCHOK ST | JERUSALAM | IS | POB 43016 | ISRAEL | ||||||
| NOSSONS SHUL | ||||||||||||||
| 534 EMPIRE BLVD | BROOKLYN | NY | 11225 | NONE | COMPLETED | GENERAL OPERATIONS | $300 | |||||||
| OHEL YISRAEL | ||||||||||||||
| 8196-R TERMINAL ROAD | LORTON | VA | 22079 | NONE | COMPLETED | GENERAL OPERATIONS | $108 | |||||||
| OHR MENACHEM | ||||||||||||||
| 1729 PRESIDENT ST | BROOKLYN | NY | 11213 | NONE | COMPLETED | GENERAL OPERATIONS | $90 | |||||||
| OHR SHALOM V'CHESED | ||||||||||||||
| 1160 47TH ST | BROOKLYN | NY | 11219 | NONE | COMPLETED | GENERAL OPERATIONS | $1,080 | |||||||
| OSU CHABAD-SCHOTTENSTEIN CHABAD HOU | ||||||||||||||
| 207 E 15TH AVE | COLUMBUS | OH | 43201 | NONE | COMPLETED | GENERAL OPERATIONS | $2,500 | OSU JEWISH STUDENT CENTER | ||||||
| RABBINICAL COLLEGE OF AMERICA | ||||||||||||||
| 226 SUSSEX AVE | MORRISTOWN | NJ | 079621996 | NONE | COMPLETED | GENERAL OPERATIONS | $1,000 | |||||||
| THE LORI SCHOTTENSTEIN CHABAD | ||||||||||||||
| 6220 EAST DUBLIN-GRANVILL | NEW ALBANY | OH | 43054 | NONE | COMPLETED | GENERAL OPERATIONS | $3,600 | |||||||
| SHLUCHIM OFFICE | ||||||||||||||
| 816 EASTERN PARKWAY | BROOKLYN | NY | 11213 | NONE | COMPLETED | GERAL OPERATIONS | $1,130 | |||||||
| SHORESH | ||||||||||||||
| 3723 OLD COURT ROAD | BALTIMORE | MD | 21208 | NONE | COMPLETED | GENERAL OPERATIONS | $540 | SUITE 206 | ||||||
| SHUL OF BAL HARBOR - THE SHUL | ||||||||||||||
| 9540 COLLINS AVE | SURFSIDE | FL | 33154 | NONE | COMPLETED | GENERAL OPERATIONS | $1,620 | |||||||
| SHULCHAN ARUCH HARAV | ||||||||||||||
| 788 EASTERN PARKWAY | BROOKLYN | NY | 11213 | NONE | COMPLETED | GENERAL OPERATIONS | $540 | |||||||
| SHUVU RETURN INC- SHUVU CHAZON AV | ||||||||||||||
| 230 PARK AVE SUITE 539 | NEW YORK CITY | NY | 10169 | NONE | COMPLETED | GENERAL OPERATIONS | $1,080 | |||||||
| TALMUD TORAH TIFERES BUNIM | ||||||||||||||
| 5202 13TH AVE | BROOKLYN | NY | 11219 | NONE | COMPLETED | GENERAL OPERATIONS | $360 | |||||||
| TELSHE YESHIVA | ||||||||||||||
| 28400 EUCLID AVE | WICKLIFFE | OH | 44092 | NONE | COMPLETED | GENERAL OPERATIONS | $630 | |||||||
| TEN YAD TEN YAD | ||||||||||||||
| 559 EMPIRE BLVD | BROOKLYN | NY | 11225 | NONE | COMPLETED | GENERAL OPERATIONS | $558 | |||||||
| THE CHESED FUND | ||||||||||||||
| 1340 EAST 13TH STREET | BROOKLYN | NY | 11230 | NONE | COMPLETED | GENERAL OPERATIONS | $2,700 | |||||||
| TOMCHEI TZEDAKAH OF LAKEWOOD | ||||||||||||||
| 625 4TH AVE | LAKEWOOD | NJ | 08701 | NONE | COMPLETED | GENERAL OPERATIONS | $216 | |||||||
| TORAH CENTER | ||||||||||||||
| 2942 EAST BROAD ST | COLUMBUS | OH | 43209 | NONE | COMPLETED | GENERAL OPERATIONS | $1,846 | |||||||
| TORAH EDUCATIONAL NETWORK | ||||||||||||||
| 1274 49TH ST 17 | BROOKLYN | NY | 11219 | NONE | COMPLETED | GENERAL OPERATIONS | $144 | |||||||
| TORAH SCHOOLS FOR ISRAEL | ||||||||||||||
| 40 EXCHANGE PL | NEW YORK | NY | 10005 | NONE | COMPLETED | GENERAL OPERATIONS | $900 | |||||||
| TORAS CHESED INC | ||||||||||||||
| 421 6TH ST | LAKEWOOD | NJ | 08701 | NONE | COMPLETED | GENERAL OPERATIONS | $34,920 | |||||||
| UNITED LUBAVITCHER YESHIVOTH | ||||||||||||||
| 841-853 OCEAN PARKWAY | BROOKLYN | NY | 11230 | NONE | COMPLETED | GENERAL OPERATIONS | $180 | |||||||
| VAAD HO-IR OF COLUMBUS OHIO INC | ||||||||||||||
| PO BOX 9857 | COLUMBUS | OH | 43209 | NONE | COMPLETED | GENERAL OPERATIONS | $7,500 | |||||||
| VANCOUVER TORAH LEARNING CENTER | ||||||||||||||
| NONE | COMPLETED | GENERAL | $131 | 5638 BALLIE ST | VANCOUVER | CA | BRITISH COLUMBIA | |||||||
| YAD BECHESED WOLBOROSH INC | ||||||||||||||
| 1631 50TH ST | BROOKLYN | NY | 11204 | NONE | COMPLETED | GENERAL OPERATIONS | $180 | |||||||
| YAD ELIEZER | ||||||||||||||
| 1102 E 26TH ST | BROOKLYN | NY | 11210 | NONE | COMPLETED | GENERAL OPERATIONS | $8,422 | |||||||
| YAD EZRA (AMERICAN FRIENDS OF) | ||||||||||||||
| 12A NORTH AIRMONT ROAD | SUFFERN | NY | 10901 | NONE | COMPLETED | GENERAL | $360 | |||||||
| YAD L'ACHIM | ||||||||||||||
| 4018 18TH AVE | BROOKLYN | NY | 11218 | NONE | COMPLETED | GENERAL OPERATIONS | $1,440 | |||||||
| YALDEI SHLUCHEI HAREBBE | ||||||||||||||
| 353 KINGSTON AVE STE 302 | BROOKLYN | NY | 11213 | NONE | COMPLETED | GENERAL OPERATIONS | $90 | |||||||
| YESHIVA BIRCHAS CHAIM | ||||||||||||||
| 1111 VINE STREET | LAKEWOOD | NJ | 08701 | NONE | COMPLETED | GENERAL OPERATIONS | $3,600 | |||||||
| ZOCHER CHASDAL OVOS | ||||||||||||||
| 3631 SHANNON RD | CLEVELAND HEIGHTS | OH | 44118 | NONE | COMPLETED | GENERAL OPERATIONS | $252 | |||||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $428,842 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 25 | ExclusionCd |
| Exclusion | $122,464 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 25 | ExclusionCd |
| Exclusion | $43,854 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 25 | ExclusionCd |
| Exclusion | $4,174 | ExclusionAmt |
| Related Or Exempt Function Incm | -$13,626 | RelatedOrExemptFunctionIncmAmt |
Other Revenue Described OtherRevenueDescribedGrp (2 entries)
| DescDesc | ExclusionExclusionCd | ExclusionExclusionAmt |
|---|---|---|
| NET INCOME INSTANT BINGO CARD | 25 | $8,782 |
| AMERICAN EXPRESS REBATES | 25 | $3,190 |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $182,464 | ExclusionAmt |
| Related Or Exempt Function Incm | -$13,626 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $168,838 | TotalIncomeProducingActyAmt |
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp (2 entries)
| Line NumberLineNumberTxt | Relationship StatementRelationshipStatementTxt |
|---|---|
| 3 | REINVESTED FOR CURRENT AND FUTURE CHARITABLE GIVING. |
| 4 | REINVESTED FOR CURRENT AND FUTURE CHARITABLE GIVING. |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | false | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | false | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | false | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | false | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | false | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | false | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | false | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | false | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | false | RelationshipsNonchrtblEOInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LANDAKER & ASSOCIATRES, INC.- CP | CategoryTxt |
| Amt | $3,170 | Amt |
| Net Investment Income | $300 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $2,870 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $2,870 | 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 (31 entries)
| AssetAssetDesc | AcquiredAcquiredDt | How AcquiredHowAcquiredTxt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | BasisBasisAmt | Total NetTotalNetAmt |
|---|---|---|---|---|---|---|
| BAIRD CORE PLUS BOND | 2015-10 | PURCHASE | 2016-03 | $57,900 | $58,208 | -$308 |
| BLACKROCK STRATEGIC INCOME | 2015-06 | PURCHASE | 2016-04 | $20,300 | $20,678 | -$378 |
| BRANDES EMERGING MARKETS | 2016-03 | PURCHASE | 2016-11 | $36,200 | $30,634 | $5,566 |
| BRANDES EMERGING MARKETS | 2016-03 | PURCHASE | 2016-11 | $12,500 | $11,139 | $1,361 |
| DIAMOND HILL YIELD FUND | 2016-03 | PURCHASE | 2016-11 | $64,000 | $60,622 | $3,378 |
| ISHARES CORE S&P 500 ETF | 2015-06 | PURCHASE | 2016-02 | $55,966 | $60,615 | -$4,649 |
| ISHARES MISC DAFE DTF | 2015-06 | PURCHASE | 2016-02 | $47,690 | $57,321 | -$9,631 |
| METROPOLITAN WEST TOTAL RETURN | 2017-06 | PURCHASE | 2016-03 | $57,600 | $58,224 | -$624 |
| TORTOISE MLP & PIPELINE FD | 2016-02 | PURCHASE | 2016-11 | $45,000 | $30,806 | $14,194 |
| VIRTUS EMERGING MKTS | 2016-02 | PURCHASE | 2016-03 | $1,245 | $1,322 | -$77 |
| WISDOMTREE TRUST | 2015-10 | PURCHASE | 2016-03 | $56,587 | $65,913 | -$9,326 |
| APEXCM SMALL/MID CAP | 2015-06 | PURCHASE | 2016-11 | $30,000 | $32,120 | -$2,120 |
| BAIRD CORE PLUS BOND | 2015-10 | PURCHASE | 2016-11 | $140,000 | $139,784 | $216 |
| BLACKROCK STRATEGIC INCOME | 2015-06 | PURCHASE | 2016-11 | $60,000 | $60,551 | -$551 |
| CREDIT SUISE COMMD RTRN | 2015-10 | PURCHASE | 2016-11 | $35,000 | $35,672 | -$672 |
| DIAMOND HILL YIELD FUND | 2015-10 | PURCHASE | 2016-11 | $64,000 | $58,522 | $5,478 |
| GLENMEDE SECURED OPTIONS | 2015-06 | PURCHASE | 2016-11 | $64,000 | $62,132 | $1,868 |
| GUFFENJEIM MACRO OPP | 2015-06 | PURCHASE | 2016-11 | $31,000 | $31,475 | -$475 |
| HARDING LOEVNER INST | 2015-06 | PURCHASE | 2016-11 | $33,300 | $33,300 | |
| HARDING LOEVNER INST | 2015-06 | PURCHASE | 2016-11 | $12,000 | $12,604 | -$604 |
| HIGNLAND ONG SHORT EQUITY FUND | 2015-10 | PURCHASE | 2016-11 | $52,000 | $54,320 | -$2,320 |
| WILLIAM BLAIR INTERNAT'L | 2016-06 | PURCHASE | 2016-11 | $39,000 | $44,076 | -$5,076 |
| ISHARES CORE S&P 500 ETF | 2015-06 | PURCHASE | 2016-11 | $161,409 | $154,505 | $6,904 |
| ISHARES MISC DAFE DTF | 2015-06 | PURCHASE | 2016-11 | $16,500 | $19,063 | -$2,563 |
| LAZARD INTERNATIONAL EQUITY | 2015-06 | PURCHASE | 2016-11 | $36,000 | $41,681 | -$5,681 |
| LEGG MASON BW GLOBAL | 2015-06 | PURCHASE | 2016-11 | $27,000 | $29,357 | -$2,357 |
| METROPOLITAN WEST TOTAL RETURN | 2015-06 | PURCHASE | 2016-11 | $135,000 | $136,738 | -$1,738 |
| PRINCIPAL GLBL REAL ESTATE | 2015-06 | PURCHASE | 2016-11 | $46,000 | $48,844 | -$2,844 |
| VICTORY INTEGRITY MID CAP | 2015-10 | PURCHASE | 2016-11 | $35,000 | $30,642 | $4,358 |
| VIRTUS EMERGING MKTS | 2015-02 | PURCHASE | 2016-03 | $50,504 | $55,424 | -$4,920 |
| VIRTUS EMERGING MKTS | 2014-12 | PURCHASE | 2016-03 | $524 | $559 | -$35 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (2 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| MS-ACCT - 676-307601 | $1,107,224 | $1,135,555 |
| MS-ACCT - 676-307600 | $116,748 | $164,409 |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | MOD. SINGLE PREM. UNIV. LIFE POL. | CategoryOrItemTxt |
| Listed At Cost Or FMV | AT COST | ListedAtCostOrFMVCd |
| Book Value | $332,123 | BookValueAmt |
| EOYFMV | $332,123 | EOYFMVAmt |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INDIRECT LEGAL FEES | CategoryTxt |
| Legal Fees | $1,112 | LegalFeesAmt |
| Net Investment Income | $556 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $556 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $556 | DisbursementsCharitablePrpsAmt |
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 | $8,782 | $8,782 | $8,782 |
| AMERICAN EXPRESS REBATES | $3,190 | $3,190 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | CHANGE IN UNREALIZED CAPITAL GAIN | Desc |
| Amt | $1,363 | Amt |
Other Notes Loans Rcvbl Short Sch2 OtherNotesLoansRcvblShortSch2
Other Notes Loans Rcvbl Short OtherNotesLoansRcvblShortGrp (3 entries)
| Balance DueBalanceDueAmt |
|---|
| ALCEON FUND |
| $1,065,378 |
| ARORA NASH LLC |
| $1,236,781 |
| MAYANOT INSTITUTE |
| $60,000 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| MORGAN STANLEY - AGENCY FEES | $7,849 | $7,849 | ||
| OTHER ADMINISTRATIVE FEES | $596 | $298 | $298 | $298 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|---|---|
| OHIO CHARITIBLE REGISTRATION FEE | $200 | $200 | $200 | |
| FOREIGN TAXES ON DIVIDENDS | $398 | $398 | ||
| FEDERAL EXCISE TAX | $2,500 | $2,500 |
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