SAUL SCHOTTENSTEIN FOUNDATION B: Form 990PF, tax year 2015
View the entire original 990 at ProPublica ↗
- Organization
- SAUL SCHOTTENSTEIN FOUNDATION B (EIN 27-0167751)
- Tax period
- 2015-01-01 to 2015-12-31
- Filed
- 2016-08-12
- IRS object ID
- 201632259349100753
- 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
- Form 990-PF
- Schedule B
- Accounting Fees Schedule
- Expln Of Non Filing With AG Stmt
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Other Expenses Schedule
- Other Liabilities Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2016-08-12T12:36:35-05:00 | ReturnTs |
| Tax Period End | 2015-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 310800053 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CLARK SCHAEFER HACKETT & CO | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 10100 INNOVATION DR SUITE 400 | AddressLine1Txt |
| City | DAYTON | CityNm |
| State Abbreviation | OH | StateAbbreviationCd |
| ZIP | 45342 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2015-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 270167751 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SAUL SCHOTTENSTEIN FOUNDATION B | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | SAUL | BusinessNameControlTxt |
| Phone | 5136212666 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 441 VINE STREET NO 3700 | AddressLine1Txt |
| City | CINCINNATI | CityNm |
| State Abbreviation | OH | StateAbbreviationCd |
| ZIP | 452023009 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | JEFFREY HARRIS | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 5136212666 | PhoneNum |
| Signature | 2016-08-05 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | STEPHANIE R PYLES CPA | PreparerPersonNm |
| PTIN | P00613386 | PTIN |
| Phone | 9372260070 | PhoneNum |
| Preparation | 2016-08-05 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2015 | TaxYr |
| Build TS | 2016-12-15 16:53:06Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $6,865,022 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $120,000 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $3,068 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $3,068 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $109,214 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $108,799 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | -$118,920 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $756,720 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $0 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $113,362 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $111,867 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $3,500 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $3,500 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $4,784 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $0 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $4,784 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $5,062 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $4,862 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $200 | TaxesDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $10,476 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Net Invst Incm | $0 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $10,476 | TravConfMeetingDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $33,683 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $6,525 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $27,158 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $57,505 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $11,387 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $46,118 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $257,216 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $257,216 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $314,721 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $11,387 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $303,334 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$201,359 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $100,480 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $206 | CashBOYAmt |
| Cash EOY | $38 | CashEOYAmt |
| Cash EOYFMV | $38 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $1,452,572 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $1,183,452 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $1,183,452 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $4,313,101 | CorporateStockBOYAmt |
| Corporate Stock EOY | $4,384,085 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $5,203,128 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $438,907 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $438,907 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $461,797 | CorporateBondsEOYFMVAmt |
| Invst Land Cost Or Other Basis | $2,951 | InvstLandCostOrOtherBasisAmt |
| Invst Land Accum Depreciation | $2,951 | InvstLandAccumDepreciationAmt |
| Other Investments BOY | $16,538 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $16,538 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $16,607 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $6,221,324 | TotalAssetsBOYAmt |
| Total Assets EOY | $6,023,020 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $6,865,022 | TotalAssetsEOYFMVAmt |
| Other Liabilities BOY | $0 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $3,055 | OtherLiabilitiesEOYAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $3,055 | TotalLiabilitiesEOYAmt |
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
| Unrestricted BOY | $6,221,324 | UnrestrictedBOYAmt |
| Unrestricted EOY | $6,019,965 | UnrestrictedEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $6,221,324 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $6,019,965 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $6,221,324 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $6,023,020 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $6,221,324 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$201,359 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $6,019,965 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $6,019,965 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (7 entries)
| PropertyPropertyDesc | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | How AcquiredHowAcquiredCd |
|---|---|---|---|---|---|
| US BANK #7500 SHORT-TERM COVERED | $76,867 | $159,655 | -$82,788 | -$82,788 | |
| US BANK #7500 LONG-TERM COVERED | $618,602 | $627,399 | -$8,797 | -$8,797 | |
| US BANK #7500 LONG-TERM NONCOVERED | $16,322 | $48,104 | -$31,782 | -$31,782 | |
| US BANK #7900 SHORT-TERM COVERED | $4,506 | $9,324 | -$4,818 | -$4,818 | |
| US BANK #7900 LONG-TERM COVERED | $28,808 | $28,375 | $433 | $433 | |
| US BANK #7900 LONG-TERM NONCOVERED | $937 | $2,783 | -$1,846 | -$1,846 | |
| CAPITAL GAINS DIVIDENDS | $10,678 | $10,678 | $10,678 | P |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | -$118,920 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $272,886 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $6,855,150 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.039807 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $435,337 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $6,549,799 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.066466 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $276,617 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $6,362,952 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.043473 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $305,000 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $6,108,035 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.049934 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $182,778 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $6,082,085 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.030052 | DistributionYr5Rt |
| Total Distribution | 0.229732 | TotalDistributionRt |
| Average Distribution | 0.045946 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $6,771,539 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $311,125 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $1,005 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $312,130 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $303,334 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $2,010 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $2,010 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $2,010 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $1,360 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $1,360 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $4 | EsPenaltyAmt |
| Tax Due | $654 | TaxDueAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (1) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | OH | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | 0 | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | 0 | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | WWW.SAULSCHOTTENSTEINFOUNDATIONB.ORG | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | JEFFREY HARRIS | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 5136212666 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 441 VINE STREET NO 3700 | AddressLine1Txt |
| City | CINCINNATI | CityNm |
| State Abbreviation | OH | StateAbbreviationCd |
| ZIP | 452023009 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | 0 | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | 0 | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | 0 | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | 0 | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | 0 | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | 0 | BusinessHoldingsInd |
| Jeopardy Investments | 0 | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | 0 | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | 0 | InfluenceLegislationInd |
| Influence Election | 0 | InfluenceElectionInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | JEFFREY HARRIS | PersonNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3512 AULTWOODS LANE | AddressLine1Txt |
| City | CINCINNATI | CityNm |
| State Abbreviation | OH | StateAbbreviationCd |
| ZIP | 45208 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Title | PRESIDENT | TitleTxt |
| Average Hrs Per Wk Devoted To Pos | 1.00 | 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 |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $6,835,338 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $39,321 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $6,874,659 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $6,874,659 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $103,120 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $6,771,539 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $338,577 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $338,577 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $2,010 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $2,010 | TotalTaxAmt |
| Distributable Before Adj | $336,567 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $336,567 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $336,567 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $303,334 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $303,334 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $303,334 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $336,567 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $180,423 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $303,334 | QualifyingDistributionsAmt |
| Applied To Year1 | $180,423 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $122,911 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $0 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $213,656 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $0 | ExcessDistriCyovToNextYrAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (19 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|
| ASPERGERAUTISM NETWORK | ||||||
| 51 WATERSTREET SUITE 206 | WATERTOWN | MA | 02472 | 501(C)(3) | TO SUPPORT CONTINUING OPERATIONS | $835 |
| BREAKTHROUGH CINCINNATI | ||||||
| 6905 GIVEN ROAD | CINCINNATI | OH | 45243 | 501(C)(3) | TO SUPPORT CONTINUING OPERATIONS | $2,600 |
| CANINE COMPANIONS FOR INDEPENDENCE | ||||||
| 4989 STATE ROUTE 37 E | DELAWARE | OH | 43015 | 501(C)(3) | TO SUPPORT CONTINUING OPERATIONS | $200 |
| CINCINNATI ART MUSEUM | ||||||
| 953 EDEN PARK DRIVE | CINCINNATI | OH | 45202 | 501(C)(3) | TO SUPPORT CONTINUING OPERATIONS | $100 |
| CINCINNATI HEBREW DAY SCHOOL | ||||||
| 2222 LOSANTIVILLE AVENUE | CINCINNATI | OH | 45237 | 501(C)(3) | TO SUPPORT CONTINUING OPERATIONS | $250 |
| COLLEGE OF MOUNT ST JOSEPH | ||||||
| 5701 DELHI ROAD | CINCINNATI | OH | 45233 | 501(C)(3) | TO SUPPORT CONTINUING OPERATIONS | $500 |
| COLUMBUS TORAH ACADEMY | ||||||
| 181 NOE BIXBY ROAD | COLUMBUS | OH | 43213 | 501(C)(3) | TO SUPPORT CONTINUING OPERATIONS | $180 |
| CONTEMPORARY ARTS CENTER | ||||||
| 44 EAST SIXTH STREET | CINCINNATI | OH | 45202 | 501(C)(3) | TO SUPPORT CONTINUING OPERATIONS | $5,100 |
| FOUR PAWS FOR ABILITY | ||||||
| 253 DAYTON AVENUE | XENIA | OH | 45385 | 501(C)(3) | TO SUPPORT CONTINUING OPERATIONS | $200 |
| JASON'S CONNECTION | ||||||
| 441 VINE ST SUITE 3700 | CINCINNATI | OH | 45249 | 501(C)(3) | TO SUPPORT CONTINUING OPERATIONS | $160,000 |
| JCC OF MANHATTAN REEL ABILITIES NYC | ||||||
| 3603 VICTORY PARKWAY | CINCINNATI | OH | 45229 | 501(C)(3) | TO SUPPORT CONTINUING OPERATIONS | $10,000 |
| LIVING ARRANGEMENTS FOR THE DEVELOPMENTALLY DISABLED | ||||||
| 3603 VICTORY PARKWAY | CINCINNATI | OH | 45229 | 501(C)(3) | TO SUPPORT CONTINUING OPERATIONS | $70,651 |
| MACALESTER COLLEGE | ||||||
| 1600 GRAND AVENUE | SAINT PAUL | MN | 55105 | 501(C)(3) | TO SUPPORT CONTINUING OPERATIONS | $250 |
| STARFIRE | ||||||
| 5030 OAKLAWN DRIVE | CINCINNATI | OH | 45227 | 501(C)(3) | TO SUPPORT CONTINUING OPERATIONS | $5,000 |
| THE FRIENDS OF CEDAR VILLAGE | ||||||
| 5467 CEDAR VILLAGE DRIVE | MASON | OH | 45040 | 501(C)(3) | TO SUPPORT CONTINUING OPERATIONS | $300 |
| THE SEVEN HILLS SCHOOL | ||||||
| 5400 RED BANK ROAD | CINCINNATI | OH | 45227 | 501(C)(3) | TO SUPPORT CONTINUING OPERATIONS | $350 |
| TRINITY COLLEGE | ||||||
| 350 SUMMIT STREET | HARTFORD | CT | 06106 | 501(C)(3) | TO SUPPORT CONTINUING OPERATIONS | $200 |
| UNIVERSITY OF VIRGINIA | ||||||
| 400 RAY C HUNT DRIVE | CHARLOTTESVILLE | VA | 22902 | 501(C)(3) | TO SUPPORT CONTINUING OPERATIONS | $250 |
| WHEELOCK FAMILY THEATRE | ||||||
| 200 THE RIVERWAY | BOSTON | MA | 02215 | 501(C)(3) | TO SUPPORT CONTINUING OPERATIONS | $250 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $257,216 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $3,068 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $109,214 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | -$118,920 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | -$6,638 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | -$6,638 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | 0 | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | 0 | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | 0 | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | 0 | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | 0 | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | 0 | RelationshipsNonchrtblEOInd |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
| Contributor Person | JEFFREY HARRIS | ContributorPersonNm |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3512 AULTWOODS LANE | AddressLine1Txt |
| City | CINCINNATI | CityNm |
| State Abbreviation | OH | StateAbbreviationCd |
| ZIP | 45208 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $120,000 | TotalContributionsAmt |
| Person Contribution | Yes (X) | PersonContributionInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $3,500 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $3,500 | DisbursementsCharitablePrpsAmt |
Expln Of Non Filing With AG Stmt ExplnOfNonFilingWithAGStmt
| Field | Value | IRS element (for citing) |
|---|---|---|
| Explanation | THE OHIO ATTORNEY GENERAL DOES NOT ACCEPT COPIES OF THE FORM 990-PF. INSTEAD, THE ORGANIZATION HAS COMPLIED WITH THE REQUIREMENTS OF THE OHIO ATTORNEY GENERAL TO COMPLETE A SEPARATE ONLINE FILING WITH THAT OFFICE. | ExplanationTxt |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond | CORPORATE BONDS | BondNm |
| EOY Book Value | $438,907 | EOYBookValueAmt |
| EOYFMV | $461,797 | EOYFMVAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | CORPORATE STOCK | StockNm |
| EOY Book Value | $4,384,085 | EOYBookValueAmt |
| EOYFMV | $5,203,128 | EOYFMVAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | NON-TAXABLE BONDS | CategoryOrItemTxt |
| Listed At Cost Or FMV | AT COST | ListedAtCostOrFMVCd |
| Book Value | $16,538 | BookValueAmt |
| EOYFMV | $16,607 | EOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (7 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| ADVERTISING | $15,463 | $0 | $15,463 |
| OFFICE EXPENSES | $712 | $0 | $712 |
| MEALS | $2,046 | $0 | $2,046 |
| MISCELLANEOUS | $5,124 | $0 | $5,124 |
| BANK FEES | $263 | $0 | $263 |
| MEMBERSHIP FEES | $3,550 | $0 | $3,550 |
| INVESTMENT FEES | $6,525 | $6,525 | $0 |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | AMEX LIABILITY | Desc |
| BOY Book Value | $0 | BOYBookValueAmt |
| EOY Book Value | $3,055 | EOYBookValueAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| CASUAL LABOR | $250 | $0 | $250 |
| INFORMATION TECHNOLOGY | $4,534 | $0 | $4,534 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FOREIGN TAXES | $3,303 | $3,303 | $0 |
| FEDERAL EXCISE TAX | $1,559 | $1,559 | $0 |
| STATE REGISTRATION FEE | $200 | $0 | $200 |
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