SAUL SCHOTTENSTEIN FOUNDATION C: Form 990PF, tax year 2015

View the entire original 990 at ProPublica ↗

Organization
SAUL SCHOTTENSTEIN FOUNDATION C (EIN 27-0167574)
Tax period
2015-01-01 to 2015-12-31
Filed
2016-11-08
IRS object ID
201613139349100526
Schema version
2015v2.1
Source
Download XML · Original 990 at ProPublica

Every field in the e-filed return. Faint text is the IRS element name, for citing.

Return header ReturnHeader

FieldValueIRS element (for citing)
Return2016-11-08T12:16:13-06:00ReturnTs
Tax Period End2015-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN311016505PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1LANDAKER & ASSOCIATES INCBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1128 W COUNTY LINE RD STE DAddressLine1Txt
CityWESTERVILLECityNm
State AbbreviationOHStateAbbreviationCd
ZIP43082ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2015-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN270167574EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1SAUL SCHOTTENSTEIN FOUNDATION CBusinessNameLine1Txt
Business Name Line2C/O ARSHOT INVESTMENT CORPORATIONBusinessNameLine2Txt
FieldValueIRS element (for citing)
Business Name ControlSAULBusinessNameControlTxt
Phone6144639730PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1107 S HIGH ST - 3RD FLOORAddressLine1Txt
CityCOLUMBUSCityNm
State AbbreviationOHStateAbbreviationCd
ZIP43215ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonTHOMAS H SCHOTTENSTEINPersonNm
Person TitlePRESIDENTPersonTitleTxt
Phone6144639730PhoneNum
Signature2016-11-04SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonJAMES A LANDAKER CPAPreparerPersonNm
PTINP01223122PTIN
Phone6148991101PhoneNum
Preparation2016-11-07PreparationDt
FieldValueIRS element (for citing)
Tax2015TaxYr
Build TS2017-02-10 21:41:12ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$5,106,540FMVAssetsEOYAmt
Method Of Accounting AccrualYes (X)MethodOfAccountingAccrualInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Schedule B Not RequiredYes (X)ScheduleBNotRequiredInd
Interest On Sav Rev And Expnss$121,951InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$121,951InterestOnSavNetInvstIncmAmt
Interest On Savings Adj Net Incm$121,951InterestOnSavingsAdjNetIncmAmt
Dividends Rev And Expnss$65,990DividendsRevAndExpnssAmt
Dividends Net Invst Incm$65,990DividendsNetInvstIncmAmt
Dividends Adj Net Incm$65,990DividendsAdjNetIncmAmt
Net Gain Sale Ast Rev And Expnss$179,369NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$2,739,555GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$10,978CapGainNetIncmNetInvstIncmAmt
Other Income Rev And Expnss$15,659OtherIncomeRevAndExpnssAmt
Other Income Net Invst Incm$14,224OtherIncomeNetInvstIncmAmt
Other Income Adj Net Incm$15,659OtherIncomeAdjNetIncmAmt
Total Rev And Expnss$382,969TotalRevAndExpnssAmt
Total Net Invst Incm$213,143TotalNetInvstIncmAmt
Total Adj Net Incm$203,600TotalAdjNetIncmAmt
Legal Fees Rev And Expnss$5,025LegalFeesRevAndExpnssAmt
Accounting Fees Rev And Expnss$3,769AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$500AccountingFeesNetInvstIncmAmt
Accounting Fees Chrtbl Prps$3,269AccountingFeesChrtblPrpsAmt
Other Prof Fees Rev And Expnss$4,119OtherProfFeesRevAndExpnssAmt
Other Prof Fees Net Invst Incm$3,853OtherProfFeesNetInvstIncmAmt
Other Prof Fees Dsbrs Chrtbl$266OtherProfFeesDsbrsChrtblAmt
Taxes Rev And Expnss$1,537TaxesRevAndExpnssAmt
Taxes Net Invst Incm$837TaxesNetInvstIncmAmt
Taxes Adj Net Incm$700TaxesAdjNetIncmAmt
Taxes Dsbrs Chrtbl$700TaxesDsbrsChrtblAmt
Other Expenses Rev And Expnss$127OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$127OtherExpensesNetInvstIncmAmt
Tot Opr Expenses Rev And Expnss$14,577TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$5,317TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Adj Net Incm$700TotOprExpensesAdjNetIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$4,235TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$390,738ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$390,738ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$405,315TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$5,317TotalExpensesNetInvstIncmAmt
Total Expenses Adj Net Incm$700TotalExpensesAdjNetIncmAmt
Total Expenses Dsbrs Chrtbl$394,973TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses-$22,346ExcessRevenueOverExpensesAmt
Net Investment Income$207,826NetInvestmentIncomeAmt
Adjusted Net Income$202,900AdjustedNetIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Sav And Temp Cash Invst BOY$1,810,010SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$1,505,311SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$1,505,311SavAndTempCashInvstEOYFMVAmt
Other Nts And Loans Rcvbl$951,511OtherNtsAndLoansRcvblAmt
Other Nts And Loans Rcvbl BOY$892,954OtherNtsAndLoansRcvblBOYAmt
Other Nts And Loans Rcvbl EOY$951,511OtherNtsAndLoansRcvblEOYAmt
Other Nts And Loans Rcvbl EOYFMV$951,511OtherNtsAndLoansRcvblEOYFMVAmt
Corporate Stock BOY$2,161,478CorporateStockBOYAmt
Corporate Stock EOY$2,378,018CorporateStockEOYAmt
Corporate Stock EOYFMV$2,319,891CorporateStockEOYFMVAmt
Other Investments BOY$327,369OtherInvestmentsBOYAmt
Other Investments EOY$329,827OtherInvestmentsEOYAmt
Other Investments EOYFMV$329,827OtherInvestmentsEOYFMVAmt
Total Assets BOY$5,191,811TotalAssetsBOYAmt
Total Assets EOY$5,164,667TotalAssetsEOYAmt
Total Assets EOYFMV$5,106,540TotalAssetsEOYFMVAmt
Accounts Payable BOY$4,798AccountsPayableBOYAmt
Total Liabilities BOY$4,798TotalLiabilitiesBOYAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Organization Follows SFAS117Yes (X)OrganizationFollowsSFAS117Ind
Unrestricted BOY$5,187,013UnrestrictedBOYAmt
Unrestricted EOY$5,164,667UnrestrictedEOYAmt
Tot Net Ast Or Fund Balances BOY$5,187,013TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$5,164,667TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$5,191,811TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$5,164,667TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$5,187,013TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses-$22,346ExcessRevenueOverExpensesAmt
Subtotal$5,164,667SubtotalAmt
Tot Net Ast Or Fund Balances EOY$5,164,667TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

FieldValueIRS element (for citing)
Capital Gain Net Income$10,978CapitalGainNetIncomeAmt

Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp

FieldValueIRS element (for citing)
Liable Section4942 TaxfalseLiableSection4942TaxInd
Adjusted Qlfy Distri Yr1$440,352AdjustedQlfyDistriYr1Amt
Net Vl Noncharitable Assets Yr1$5,633,206NetVlNoncharitableAssetsYr1Amt
Distribution Yr10.078171DistributionYr1Rt
Adjusted Qlfy Distri Yr2$339,602AdjustedQlfyDistriYr2Amt
Net Vl Noncharitable Assets Yr2$4,751,172NetVlNoncharitableAssetsYr2Amt
Distribution Yr20.071478DistributionYr2Rt
Adjusted Qlfy Distri Yr3$511,179AdjustedQlfyDistriYr3Amt
Net Vl Noncharitable Assets Yr3$5,941,353NetVlNoncharitableAssetsYr3Amt
Distribution Yr30.086037DistributionYr3Rt
Adjusted Qlfy Distri Yr4$366,072AdjustedQlfyDistriYr4Amt
Net Vl Noncharitable Assets Yr4$5,888,450NetVlNoncharitableAssetsYr4Amt
Distribution Yr40.062168DistributionYr4Rt
Adjusted Qlfy Distri Yr5$322,571AdjustedQlfyDistriYr5Amt
Net Vl Noncharitable Assets Yr5$6,122,423NetVlNoncharitableAssetsYr5Amt
Distribution Yr50.052687DistributionYr5Rt
Total Distribution0.350541TotalDistributionRt
Average Distribution0.070108AverageDistributionRt
Net Vl Noncharitable Assets$4,160,949NetVlNoncharitableAssetsAmt
Adj Net Vl Noncharitable Assets$291,716AdjNetVlNoncharitableAssetsAmt
Net Investment Income Pct$2,078NetInvestmentIncomePctAmt
Adj Nonchrtbl Net Invst Incm Pct$293,794AdjNonchrtblNetInvstIncmPctAmt
Qualifying Distributions$394,973QualifyingDistributionsAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Domestic Org Meeting Sect4940eYes (X)DomesticOrgMeetingSect4940eInd
Investment Income Excise Tax$2,078InvestmentIncomeExciseTaxAmt
Subtotal$2,078SubtotalAmt
Tax Based On Investment Income$2,078TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$4,188EstimatedPlusOvpmtIncmTxAmt
Total Payments And Credits$4,188TotalPaymentsAndCreditsAmt
Overpayment$2,110OverpaymentAmt
Applied To ES Tax$2,110AppliedToESTaxAmt

Statements Regarding Acty StatementsRegardingActyGrp

FieldValueIRS element (for citing)
Legislative Political ActyfalseLegislativePoliticalActyInd
More Than100 SpentfalseMoreThan100SpentInd
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
Private Operating FoundationfalsePrivateOperatingFoundationInd
New Substantial ContributorsfalseNewSubstantialContributorsInd
Own Controlled EntityfalseOwnControlledEntityInd
Donor Advised FundfalseDonorAdvisedFundInd
Comply With Public Insp RqrYes (true)ComplyWithPublicInspRqrInd
Website AddressARSHOT@ARSHOT.COMWebsiteAddressTxt
Individual With BooksTHOMAS H SCHOTTENSTEIN TRUSTEEIndividualWithBooksNm
Phone6144639730PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line1107 S HIGH ST - 3RD FLOORAddressLine1Txt
Address Line23RD FLOORAddressLine2Txt
CityCOLUMBUSCityNm
State AbbreviationOHStateAbbreviationCd
ZIP43215ZIPCd
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
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

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp

FieldValueIRS element (for citing)
PersonTHOMAS H SCHOTTENSTEINPersonNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line1C/O ARSHOT INVESTMENT CORPORATIONAddressLine1Txt
Address Line2107 S HIGH ST - 3RD FLOORAddressLine2Txt
CityCOLUMBUSCityNm
State AbbreviationOHStateAbbreviationCd
ZIP43215ZIPCd
FieldValueIRS element (for citing)
TitlePRESIDENTTitleTxt
Average Hrs Per Wk Devoted To Pos25.00AverageHrsPerWkDevotedToPosRt
Compensation$0CompensationAmt
Employee Benefit Program$0EmployeeBenefitProgramAmt
Expense Account Other Allwnc$0ExpenseAccountOtherAllwncAmt
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$2,566,653AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$1,657,661AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$4,224,314TotalFMVOfUnusedAssetsAmt
Adjusted Total FMV Of Unused Ast$4,224,314AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$63,365CashDeemedCharitableAmt
Net Vl Noncharitable Assets$4,160,949NetVlNoncharitableAssetsAmt
Minimum Investment Return$208,047MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$208,047MinimumInvestmentReturnAmt
Tax Based On Investment Income$2,078TaxBasedOnInvestmentIncomeAmt
Total Tax$2,078TotalTaxAmt
Distributable Before Adj$205,969DistributableBeforeAdjAmt
Distributable Before Ded$205,969DistributableBeforeDedAmt
Distributable As Adjusted$205,969DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$394,973ExpensesAndContributionsAmt
Qualifying Distributions$394,973QualifyingDistributionsAmt
Pct Sect4940e Org Net Invst Incm$2,078PctSect4940eOrgNetInvstIncmAmt
Adjusted Qualifying Distri$392,895AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$205,969DistributableAsAdjustedAmt
Excess Distribution Cyov Yr5$17,398ExcessDistributionCyovYr5Amt
Excess Distribution Cyov Yr4$72,107ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr3$215,743ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr2$105,765ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1$160,326ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$571,339TotalExcessDistributionCyovAmt
Qualifying Distributions$394,973QualifyingDistributionsAmt
Applied To Current Year$205,969AppliedToCurrentYearAmt
Remaining Distri From Corpus$189,004RemainingDistriFromCorpusAmt
Total Corpus$760,343TotalCorpusAmt
Undistributed Income CY$0UndistributedIncomeCYAmt
Excess Distri Cyov From Yr5$17,398ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$742,945ExcessDistriCyovToNextYrAmt
Excess From Year4$72,107ExcessFromYear4Amt
Excess From Year3$215,743ExcessFromYear3Amt
Excess From Year2$105,765ExcessFromYear2Amt
Excess From Year1$160,326ExcessFromYear1Amt
Excess From Current Year$189,004ExcessFromCurrentYearAmt

Supplementary Information SupplementaryInformationGrp

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

Application Submission Info ApplicationSubmissionInfoGrp

FieldValueIRS element (for citing)
Recipient PersonTHOMAS H SCHOTTENSTEIN TRUSTEERecipientPersonNm

Recipient US Address RecipientUSAddress

FieldValueIRS element (for citing)
Address Line1107 S HIGH ST - 3RD FLOORAddressLine1Txt
CityCOLUMBUSCityNm
State AbbreviationOHStateAbbreviationCd
ZIP43215ZIPCd
FieldValueIRS element (for citing)
Recipient Phone6144639730RecipientPhoneNum
Form And Info And MaterialsCOPY 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 DeadlinesNONESubmissionDeadlinesTxt
Restrictions On AwardsSEE APPLICATION FORMAT AND REQUIRED CONTENTS COMMENTS.RestrictionsOnAwardsTxt

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (98 entries)

Business Name Line2RecipientBusinessName/BusinessNameLine2TxtAddress Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmtAddress Line2RecipientUSAddress/AddressLine2TxtAddress Line1RecipientForeignAddress/AddressLine1TxtCityRecipientForeignAddress/CityNmProvince Or StateRecipientForeignAddress/ProvinceOrStateNmCountryRecipientForeignAddress/CountryCdAddress Line2RecipientForeignAddress/AddressLine2Txt
A TIME- A TORAH INFERTILIY MEDIUM
OF EXCHANGE1310 48TH STREETBROOKLYNNY11219NONECOMPLETEDGENERAL OPERATIONS$1,040
AISH DENVER
9550 E BELLEVIEW AVEGREENWOOD VILLIAGECO80111NONECOMPLETEDGENERAL OPERATIONS$610
ALEPH INSTITUTE
ALEPH INSTITUTE9540 COLLINS AVESURFSIDEFL33154NONECOMPLETEDGENERAL OPERATIONS$5,0009540 COLLINS AVE
AMERICAN FRIENDS OF MICHKANE MEIR
1274 49TH STBROOKLYNNY112193011NONECOMPLETEDGENERAL OPERATIONS$180
AMERICAN FRIENDS OF OHEV YISROEL
5314 16TH AVE 258BROOKLYNNY11204NONECOMPLETEDGENERAL OPERATIONS$252
AMERICAN FRIENDS OF YAD ELIEZER
1102 EAST 26TH STBROOKLYNNY11210NONECOMPLETEDGENERAL OPERATIONS$4,554
AVNER INSTITUTE
1526 UNION STBROOKLYNNY11213NONECOMPLETEDGENERAL OPERATIONS$1,620
AVNET KODESH
25 LANGLO TERRACESANTA BARBARACA93105NONECOMPLETEDGENERAL OPERATIONS$108
BAIS BEZALEL
8850 WEST PICO BLVDLOS ANGELESCA90035NONECOMPLETEDGENERAL OPERATIONS$900
BAIS CHANA WOMEN INTERNATIONAL
350 LEFFERS AVE HBROOKLYNNY11225NONECOMPLETEDGENERAL OPERATIONS$360
BAIS CHAYA MUSHKA SCHOOL FOR GIRLS
9051 W PICO BLVDLOS ANGELESCA90035NONECOMPLETEDGENERAL OPERATIONS$5,400
BAY AREA FRIENDSHIP CIRCLE
3900 FABIAN WAYPALO ALTOCA94303NONECOMPLETEDGENERAL OPERATIONS$180
BETH JACOB CONGREGATION
1223 COLLEGE AVECOLUMBUSOH43209NONECOMPLETEDGENERAL OPERATIONS$750
BETH TORAH CONGREGATION-TORAH CENTE
2942 EAST BROAD STCOLUMBUSOH43209NONECOMPLETEDGENERAL OPERATIONS$1,800
BIKUR CHOLIM OF CROWN HEIGHTS
387 KINGSTON AVEBROOKLYNNY11225NONECOMPLETEDGENERAL OPERATIONS$2,000SUITE 10
BNEI TORAH MOVEMENT
1689 48TH STREETBROOKLYNNY11219NONECOMPLETEDGENERAL OPERATIONS$36
BRESLOV SYNAGOGUE
2671 E MAIN STCOLUMBUSOH43209NONECOMPLETEDGENERAL OPERATIONS$1,573
BRIT YOSEF YITZCHAK OF AMERICA INC
10080 BAY HARBORTER BAY HARBOR ISLANDSFL33154NONECOMPLETEDGENERAL OPERATIONS$1,440
CHABAD IN THE HILLS
1016 CORY AVEBEVERLY HILLSCA90069NONECOMPLETEDGENERAL OPERATIONS$4,120
CHABAD OF BURBANK
2415 W MAGNOLIA BLVDBURBANKCA91506NONECOMPLETEDGENERAL OPERATIONS$540
CHABAD OF LONG ISLAND CITY
47-31 VERNON BLVDLONG ISLAND CITYNY11101NONECOMPLETEDGENERAL OPERATIONS$1,620
CHABAD OF PROSPECT HEIGHTS &
FORT GREENE340 STERLING PLACEBROOKLYNNY11238NONECOMPLETEDGENERAL OPERATIONS$1,800
CHABAD OF WASHINGTN HEIGHTS
50 OVERLOOK TERRACENEW YORKNY10033NONECOMPLETEDGENERAL OPERATIONS$3,600
CHABAD ON CAMPUS INTL
719 EASTERN PARKWAYBROOKLYNNY11213NONECOMPLETEDGENERAL OPERATIONS$900
CHARITY BOX
2890 W STATE ROAD 84FORT LAUDERDALEFL33312NONECOMPLETEDGENERAL OPERATIONS$89,346
CHAYENU
1526 UNION STBROOKLYNNY11213NONECOMPLETEDGENERAL OPERATIONS$360
CHESSED L'AVROHOM
6550 N TROY AVECHICAGOIL60659NONECOMPLETEDGENERAL OPERATIONS$7,200
CHICAGO CHESED FUND
7045 N RIDGEWAY AVELINCOLNWOODIL60712NONECOMPLETEDGENERAL OPERATIONS$1,000
CHOFETZ CHAIM HERTIAGE
361 SPOOK ROCK RDSUFFERNNY10901NONECOMPLETEDGENERAL OPERATIONS$1,000
CJFEDERATION
1175 COLLEGE AVECOLUMBUSOH43209NONECOMPLETEDGENERAL OPERATIONS$90
COLEL CHABAD
806 EASTERN PARKWAYBROOKLYNNY11213NONECOMPLETEDGENERAL OPERATIONS$6,354
COLUMBUS COMMUNITY KOLLEL
2513 E MAIN STCOLUMBUSOH43209NONECOMPLETEDGENERAL OPERATIONS$21,036
COLUMBUS TORAH ACADEMY
181 NOE BIXBY RDCOLUMBUSOH43213NONECOMPLETEDGENERAL OPERATIONS$4,140
CONGREGATION AHAVAS SHOLOM
2568 E BROAD STREETCOLUMBUSOH43209NONECOMPLETEDGENERAL OPERATIONS$8,530
CONGREGATION BETH MEDRASH GOVOHA
CONG BMG2166 81 STBROOKLYNNY11214NONECOMPLETEDGENERAL OPERATIONS$10,620
CONGREGATION KHAL YEREIM
1771 S TAYLOR RDCLEVELAND HEIGHTSOH44118NONECOMPLETEDGENERAL OPERATIONS$6,282
CONGREGATION LEVI YITZCHOK
365 N LA BREA AVELOS ANGELESCA90048NONECOMPLETEDGENERAL OPERATIONS$5,220
CONGREGATION SFAT TAMMIM INC
1376 E 10TH STREETBROOKLYNNY11230NONECOMPLETEDGENERAL OPERATIONS$16,110
DERECH TSADIKIM HADERECH
NONECOMPLETEDGENERAL OPERATIONS$373JERUSALEMJERUSALEMJERUSALEMIS
DOWNTOWN JEWISH CENTER CHABAD
900 E BROWARD BLVDFORT LAUDERDALEFL33301NONECOMPLETEDGENERAL OPERATIONS$180
EDUCATION INSTITUTE OHOLEI TORAH
667 EASTERNPARKWAYBROOKLYNNY11213NONECOMPLETEDGENERAL OPERATIONS$3,520
EZER YOLDOT HAMERCAZI
DBA BETH JACOB HACHASSIDI1312-44 ST STE 247BROOKLYNNY11219NONECOMPLETEDGENERAL OPERATIONS$720
EZRAT ISRAEL INC
806 EASTERN PARKWAYBROOKLYNNY11213NONECOMPLETEDGENERAL OPERATIONS$5,660
FRIENDS OF BIKUR CHOLIM
EZRAT ACHIM INC5014 16TH AVE 283BROOKLYNNY11204NONECOMPLETEDGENERAL OPERATIONS$4,500
FRIENDS OF CHABAD OF HEBRON
5 HUTTON CENTRE DRSANTA ANNACA92707NONECOMPLETEDGENERAL OPERATIONS$500SUITE 1025
FRIENDS OF YAD SARAH
450 PARK AVE-7TH FLOORNEW YORKNY10022NONECOMPLETEDGENERAL OPERATIONS$2,736
GREAT CHARITY CHAYE OLAM
POB 786NEW YORKNY10038NONECOMPLETEDGENERAL OPERATIONS$360
GYE CORP (GUARD YOUR EYES CORP)
3918 FALLSTAFF RDBALTIMOREMD21215NONECOMPLETEDGENERAL OPERATIONS$1,440
HEBREW ACADEMY OF CLEVELAND
1880 S TAYLOR RDCLEVELAND HEIGHTSOH44118NONECOMPLETEDGENERAL OPERATIONS$1,000
HILLEL ACADEMY (DENVER)
450 SOUTH HUDSON STDENVERCO80246NONECOMPLETEDGENERAL OPERATIONS$4,467
INSTITUTE FOR DAYANIM
25625 SOUTHFIELD RD 1078SOUTHFIELDMI48075NONECOMPLETEDGENERAL OPERATIONS$4,708
JEM-JEWISH EDUCATIONAL MEDIA
784 EASTERN PARKWAYBROOKLYNNY11213NONECOMPLETEDGENERAL OPERATIONS$360SUITE 403
JERUSALEM CHESED OF YOM
552 EAST 5TH STREETBROOKLYNNY11218NONECOMPLETEDGENERAL OPERATIONS$1,260
JERUSALEM INSTITUTE MACHON
YERUSALAIM-JIMYNONECOMPLETEDGENERAL OPERATIONS$1,800HERZI BLVD 14 HEAD OFFICEJERUSALEMISRAELISPO BOX 100
JEWISH CENTER OF ULYANOVSK
1371 44TH STBROOKLYNNY11219NONECOMPLETEDGENERAL OPERATIONS$360
JEWISH CHILDREN'S MUSEUM
792 EASTERN PARKWAYBROOKLYNNY11213NONECOMPLETEDGENERAL OPERATIONS$6,250
JEWISH COMMUNITY WATCH INC
244 5TH AVE SUITE M-285NEW YORKNY10001NONECOMPLETEDGENERAL OPERATIONS$5,400
KEREN SIMCHAS CHOSSON V'KALLAH
712 MONTGOMERY STBROOKLYNNY11213NONECOMPLETEDGENERAL OPERATIONS$900
KEREN TORAH VECHESED INC
508 AVENUE NBROOKLYNNY11230NONECOMPLETEDGENERAL OPERATIONS$36
KEREN YELED V'YALDA
ROCKLAND COUNTY OFFICEMONSEYNY10952NONECOMPLETEDGENERAL OPERATIONS$1084 PHYLLIS TERRACE
K'HAL ATERES YESHAYA
908 EAST COUNTY LINE RDLAKEWOODNJ08701NONECOMPLETEDGENERAL OPERATIONS$54
K'HAL YEREIM
1771 S TAYLOR RDCLEVELAND HEIGHTSOH44118NONECOMPLETEDGENERAL OPERATIONS$1,458
KNESSET YEHUDA
1218 E 13TH STREETBROOKLYNNY11230NONECOMPLETEDGENERAL OPERATIONS$360
KOLLEL YCM-KOLLEL YAD CHAIM MORD
2203 S GREEN RDUNVERSITY HEIGHTSOH44118NONECOMPLETEDGENERAL OPERATIONS$2,160
LADIES BIKUR CHOLIM D'SATMAR
545 BEDFORD AVEBROOKLYNNY11211NONECOMPLETEDGENERAL OPEARTIONS$90
LUBAVITCHER SCHOOL
841 OCEAN PARKWAYBROOKLYNNY11230NONECOMPLETEDGENERAL OPERATIONS$1,260
MAYANOT INSTITUTE OF JEWISH STUDIES
228 PARK AVESUITE 96553NEW YORKNY10003NONECOMPLETEDGENERAL OPERATIONS$4,680
MERKAZ MOSDOS CHINUCH
22 BLACKWATCH TRAILMORRISTOWNNJ07960NONECOMPLETEDGENERAL OPERATIONS$900
MIKVAH SOCIETY
1223 COLLEGE AVECOLUMBUSOH43209NONECOMPLETEDGENERAL OPERATIONS$1,800
MOSDOS OHR HATORAH
1508 WARRENSVILLE CNT RDCLEVELAND HEIGHTSOH44121NONECOMPLETEDGENERAL OPERATIONS$56,216
NCSY
16947 W 10 MILE RDSOUTHFIELDMI48075NONECOMPLETEDGENERAL OPERATIONS$5,020
NER ISRAEL RABBINCIAL COLLEGE
400 MT WILSON LANEBALTIMOREMD21208NONECOMPLETEDGENERAL OPERATIONS$180
NEVE YERUSHALAYIM INC
NONECOMPLETEDGENERAL OPERATIONS$7921 BEIT YITZCHK STJERUSALAMISRAELISPOB 43016
OHEL MIRIAM
1574 45TH STREETBROOKLYNNY112191628NONECOMPLETEDGENERAL OPERATIONS$180
OHR MENACHEM
1729 PRESIDENT STBROOKLYNNY11213NONECOMPLETEDGENERAL OPERATIONS$90
OHR SHALOM V'CHESED
1160 74TH STBROOKLYNNY11219NONECOMPLETEDGENERAL OPERATIONS$1,260
OSU CHABAD-SCHOTTENSTEIN CHABAD HOU
OSY JEWISH STUDENT CENTER207 E 15TH AVECOLUMBUSOH43201NONECOMPLETEDGENERAL OPERATIONS$8,400
RABBI DAVID HERTZEL
OHOLEY TORAH1165 SAINT JOHNS PLACEBROOKLYNNY11213NONECOMPLETEDGENERAL OPERATIONS$144APT 1A
THE LORI SCHOTTENSTEIN CHABAD
6220 EAST DUBLIN-GRANVILLNEW ALBANYOH43054NONECOMPLETEDGENERAL OPERATIONS$360
SHUL OF BAL HARBOR - THE SHUL
9540 COLLINS AVESURFSIDEFL33154NONECOMPLETEDGENERAL OPERATIONS$1,980
SUPPORT NADIV KEHATY FAMILY FUND
GO FUND ME CAMPAIGNBROOKLYNNY11209NONECOMPLETEDGENERAL OPERATIONS$360
TEN YAD TEN YAD
559 EMPIRE BLVDBROOKLYNNY11225NONECOMPLETEDGENERAL OPERATIONS$568
THE KADDISH FOUNDATION
277 SADDLE RIVER ROADMONSEYNY10952NONECOMPLETEDGENERAL OPERATIONS$10,720
TOMCHEI TZEDAKAH OF LAKEWOOD
625 4TH AVELAKEWOODNJ08701NONECOMPLETEDGENERAL OPERATIONS$162
TORAH CENTER
2942 EAST BROAD STCOLUMBUSOH43209NONECOMPLETEDGENERAL OPERATIONS$1,039
TORAH SCHOOLS FOR ISRAEL
40 EXCHANGE PLNEW YORKNY10005NONECOMPLETEDGENERAL OPERATIONS$774
TORAS CHESED INC
421 6TH STLAKEWOODNJ08701NONECOMPLETEDGENERAL OPERATIONS$5,580
UNITED LUBAVITCHER YESHIVOTH
841-853 OCEAN PARKWAYBROOKLYNNY11230NONECOMPLETEDGENERAL OPERATIONS$270
VAAD HO-IR OF COLUMBUS OHIO INC
PO BOX 9857COLUMBUSOH43209NONECOMPLETEDGENERAL OPERATIONS$7,350
YAD BECHESED WOLBOROSH INC
1631 50TH STBROOKLYNNY11204NONECOMPLETEDGENERAL OPERATIONS$360
YAD ELIEZER (AMERICAN FRIENDS)
1102 E 26TH STBROOKLYNNY11210NONECOMPLETEDGENERAL OPERATIONS$900
YAD L'ACHIM
4018 18TH AVEBROOKLYNNY11218NONECOMPLETEDGENERAL OPERATIONS$1,260
YAD V'CHESED
PO BOX 35916BRIGHTONMA02135NONECOMPLETEDGENERAL OPERATIONS$126
YAGDIL TORAH
4403 15TH AVE 388BROOKLYNNY11219NONECOMPLETEDGENERAL OPERATIONS$360ROOM 188
YESHIVA ATERET YISRAEL
1749 S LACIENEGA BLVDLOS ANGELESCA90035NONECOMPLETEDGENERAL OPERATIONS$396
YESHIVA BETH MOSHE
930 HICKORY STSCRANTONPA18505NONECOMPLETEDGENERAL OPERATIONS$180
YESHIVA OHR ELCHONON CHABAD
7215 WARING AVELOA ANGELESCA900467615NONECOMPLETEDGENERAL OPERATIONS$5,400
YESHIVAS LUBAVITCH MANCHESTER
NONECOMPLETEDGENERAL OPERATIONS$3,24062 SINGLETON ROADSALFORDM LUUK
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$390,738TotalGrantOrContriPdDurYrAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

FieldValueIRS element (for citing)
Exclusion25ExclusionCd
Exclusion$121,951ExclusionAmt

Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp

FieldValueIRS element (for citing)
Exclusion25ExclusionCd
Exclusion$65,990ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion25ExclusionCd
Exclusion$10,978ExclusionAmt
Related Or Exempt Function Incm$168,391RelatedOrExemptFunctionIncmAmt

Other Revenue Described OtherRevenueDescribedGrp (2 entries)

DescDescExclusionExclusionCdExclusionExclusionAmt
NET INCOME INSTANT BINGO CARD25$14,224
AMERICAN EXPRESS REBATES25$1,435

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Exclusion$214,578ExclusionAmt
Related Or Exempt Function Incm$168,391RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$382,969TotalIncomeProducingActyAmt

Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp

Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp (2 entries)

Line NumberLineNumberTxtRelationship StatementRelationshipStatementTxt
3REINVESTED FOR CURRENT AND FUTURE CHARITABLE GIVING.
4REINVESTED FOR CURRENT AND FUTURE CHARITABLE GIVING.

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)
CategoryLANDAKER & ASSOCIATRES, INC.- CPCategoryTxt
Amt$3,769Amt
Net Investment Income$500NetInvestmentIncomeAmt
Disbursements Charitable Prps$3,269DisbursementsCharitablePrpsAmt

Expln Of Non Filing With AG Stmt ExplnOfNonFilingWithAGStmt

FieldValueIRS element (for citing)
ExplanationNOT 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 (5 entries)

AssetAssetDescAcquiredAcquiredDtHow AcquiredHowAcquiredTxtSoldSoldDtGross Sales PriceGrossSalesPriceAmtBasisBasisAmtTotal NetTotalNetAmt
FIDELITY 676-3076012015-01PURCHASE2015-12$658,693$688,953-$30,260
FIDELITY 676-3076012014-01PURCHASE2015-12$2,069,748$1,871,233$198,515
FIDELITY 676-307601-WASHES2015-01PURCHASE2015-12$14$14
FIDELITY 676-307601-WASHES2014-01PURCHASE2015-12$113$113
FIDELITY 676-3076122015-01PURCHASE2015-12$9$9

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp (5 entries)

StockStockNmEOY Book ValueEOYBookValueAmtEOYFMVEOYFMVAmt
MS-ACCT - 676-307601$2,261,270$2,166,794
MS-ACCT 676-307603
MS-ACCT - 676-307600$116,748$153,097
MS-ACCT - 676-307612
MS-ACCT - 676-307613

Investments Other Schedule2 InvestmentsOtherSchedule2

Investments Other InvestmentsOtherGrp

FieldValueIRS element (for citing)
Category Or ItemMOD. SINGLE PREM. UNIV. LIFE POL.CategoryOrItemTxt
Listed At Cost Or FMVAT COSTListedAtCostOrFMVCd
Book Value$329,827BookValueAmt
EOYFMV$329,827EOYFMVAmt

Legal Fees Schedule LegalFeesSchedule

Legal Fees LegalFeesGrp

FieldValueIRS element (for citing)
CategoryINDIRECT LEGAL FEESCategoryTxt
Legal Fees$5,025LegalFeesAmt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtNet Investment IncomeNetInvestmentIncomeAmt
EXPENSES
MISCELLANEOUS$127$127

Other Income Schedule2 OtherIncomeSchedule2

Other Income Detail OtherIncomeDetail (2 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtNet Investment IncomeNetInvestmentIncomeAmtAdjusted Net IncomeAdjustedNetIncomeAmt
NET INCOME INSTANT BINGO CARD$14,224$14,224$14,224
AMERICAN EXPRESS REBATES$1,435$1,435

Other Notes Loans Rcvbl Short Sch2 OtherNotesLoansRcvblShortSch2

Other Notes Loans Rcvbl Short OtherNotesLoansRcvblShortGrp (3 entries)

Balance DueBalanceDueAmt
ALCEON FUND
$951,511
MOSDOS OHR HATORAH
FINAL 2013 SFD DISTRIBUTION

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail (3 entries)

CategoryCategoryTxtAmtAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
TRUSTEE FEE
MORGAN STANLEY - AGENCY FEES$3,853$3,853
OTHER ADMINISTRATIVE FEES$266$266

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail (3 entries)

CategoryCategoryTxtAmtAmtAdjusted Net IncomeAdjustedNetIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmtNet Investment IncomeNetInvestmentIncomeAmt
OHIO CHARITIBLE REGISTRATION FEE$700$700$700
FOREIGN TAXES ON DIVIDENDS$825$825
FEDERAL EXCISE TAX$12$12

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