SAUL SCHOTTENSTEIN FOUNDATION B: Form 990PF, tax year 2014

View the entire original 990 at ProPublica ↗

Organization
SAUL SCHOTTENSTEIN FOUNDATION B (EIN 27-0167751)
Tax period
2014-01-01 to 2014-12-31
Filed
2015-08-27
IRS object ID
201502399349100200
Schema version
2014v5.0
Source
Download XML · Original 990 at ProPublica

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

Return header ReturnHeader

FieldValueIRS element (for citing)
Return2015-08-27T07:47:15-05:00ReturnTs
Tax Period End2014-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN310800053PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1CLARK SCHAEFER HACKETT & COBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line110100 INNOVATION DR SUITE 400AddressLine1Txt
CityDAYTONCityNm
State AbbreviationOHStateAbbreviationCd
ZIP45342ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2014-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN270167751EIN

Business Name BusinessName

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

US Address USAddress

FieldValueIRS element (for citing)
Address Line1441 VINE STREET NO 3700AddressLine1Txt
CityCINCINNATICityNm
State AbbreviationOHStateAbbreviationCd
ZIP452023009ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonJEFFREY HARRISPersonNm
Person TitlePRESIDENTPersonTitleTxt
Phone5136212666PhoneNum
Signature2015-08-24SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonSTEPHANIE R PYLES CPAPreparerPersonNm
PTINP00613386PTIN
Phone9372260070PhoneNum
Preparation2015-08-24PreparationDt
FieldValueIRS element (for citing)
Tax2014TaxYr
Build TS2016-02-25 16:41:14ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$6,826,329FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$80,000ContriRcvdRevAndExpnssAmt
Interest On Sav Rev And Expnss$4,280InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$4,280InterestOnSavNetInvstIncmAmt
Dividends Rev And Expnss$124,824DividendsRevAndExpnssAmt
Dividends Net Invst Incm$124,373DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$12,955NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$50,638GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$12,955CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$222,059TotalRevAndExpnssAmt
Total Net Invst Incm$141,608TotalNetInvstIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$0CompOfcrDirTrstRevAndExpnssAmt
Comp Ofcr Dir Trst Net Invst Incm$0CompOfcrDirTrstNetInvstIncmAmt
Comp Ofcr Dir Trst Dsbrs Chrtbl$0CompOfcrDirTrstDsbrsChrtblAmt
Oth Empl Slrs Wgs Rev And Expnss$4,417OthEmplSlrsWgsRevAndExpnssAmt
Oth Empl Slrs Wgs Net Invst Incm$0OthEmplSlrsWgsNetInvstIncmAmt
Oth Empl Slrs Wgs Dsbrs Chrtbl$4,417OthEmplSlrsWgsDsbrsChrtblAmt
Accounting Fees Rev And Expnss$5,996AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$2,642AccountingFeesNetInvstIncmAmt
Accounting Fees Chrtbl Prps$3,354AccountingFeesChrtblPrpsAmt
Other Prof Fees Rev And Expnss$376OtherProfFeesRevAndExpnssAmt
Other Prof Fees Net Invst Incm$0OtherProfFeesNetInvstIncmAmt
Other Prof Fees Dsbrs Chrtbl$376OtherProfFeesDsbrsChrtblAmt
Taxes Rev And Expnss$5,435TaxesRevAndExpnssAmt
Taxes Net Invst Incm$3,107TaxesNetInvstIncmAmt
Taxes Dsbrs Chrtbl$777TaxesDsbrsChrtblAmt
Trav Conf Meeting Rev And Expnss$20,230TravConfMeetingRevAndExpnssAmt
Trav Conf Meeting Net Invst Incm$0TravConfMeetingNetInvstIncmAmt
Trav Conf Meeting Dsbrs Chrtbl$20,230TravConfMeetingDsbrsChrtblAmt
Other Expenses Rev And Expnss$23,866OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$0OtherExpensesNetInvstIncmAmt
Other Expenses Dsbrs Chrtbl$23,866OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$60,320TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$5,749TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$53,020TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$221,225ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$221,225ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$281,545TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$5,749TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$274,245TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses-$59,486ExcessRevenueOverExpensesAmt
Net Investment Income$135,859NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$175CashBOYAmt
Cash EOY$206CashEOYAmt
Cash EOYFMV$206CashEOYFMVAmt
Sav And Temp Cash Invst BOY$2,437,041SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$1,452,572SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$1,452,572SavAndTempCashInvstEOYFMVAmt
Corporate Stock BOY$3,679,148CorporateStockBOYAmt
Corporate Stock EOY$4,313,101CorporateStockEOYAmt
Corporate Stock EOYFMV$4,903,559CorporateStockEOYFMVAmt
Corporate Bonds BOY$147,908CorporateBondsBOYAmt
Corporate Bonds EOY$438,907CorporateBondsEOYAmt
Corporate Bonds EOYFMV$453,441CorporateBondsEOYFMVAmt
Invst Land Cost Or Other Basis$2,951InvstLandCostOrOtherBasisAmt
Invst Land Accum Depreciation$2,951InvstLandAccumDepreciationAmt
Other Investments BOY$16,538OtherInvestmentsBOYAmt
Other Investments EOY$16,538OtherInvestmentsEOYAmt
Other Investments EOYFMV$16,551OtherInvestmentsEOYFMVAmt
Total Assets BOY$6,280,810TotalAssetsBOYAmt
Total Assets EOY$6,221,324TotalAssetsEOYAmt
Total Assets EOYFMV$6,826,329TotalAssetsEOYFMVAmt
Total Liabilities BOY$0TotalLiabilitiesBOYAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Organization Follows SFAS117Yes (X)OrganizationFollowsSFAS117Ind
Unrestricted BOY$6,280,810UnrestrictedBOYAmt
Unrestricted EOY$6,221,324UnrestrictedEOYAmt
Tot Net Ast Or Fund Balances BOY$6,280,810TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$6,221,324TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$6,280,810TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$6,221,324TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$6,280,810TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses-$59,486ExcessRevenueOverExpensesAmt
Other Increases$0OtherIncreasesAmt
Subtotal$6,221,324SubtotalAmt
Other Decreases$0OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$6,221,324TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (6 entries)

PropertyPropertyDescGross Sales PriceGrossSalesPriceAmtCost Or Other BasisCostOrOtherBasisAmtGain Or LossGainOrLossAmtGains Minus Excess Or LossesGainsMinusExcessOrLossesAmtHow AcquiredHowAcquiredCd
US BANK #7500 SHORT-TERM COVERED$35,863$35,658$205$205
US BANK #7500 LONG-TERM COVERED$41$52-$11-$11
US BANK #7900 SHORT-TERM COVERED$1,962$1,958$4$4
US BANK #7900 LONG-TERM COVERED$3$3$0$0
US BANK #7900 LONG-TERM NONCOVERED$9$12-$3-$3
CAPITAL GAINS DIVIDENDS$12,760$12,760$12,760P
FieldValueIRS element (for citing)
Capital Gain Net Income$12,955CapitalGainNetIncomeAmt

Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp

FieldValueIRS element (for citing)
Liable Section4942 Tax0LiableSection4942TaxInd
Adjusted Qlfy Distri Yr1$435,337AdjustedQlfyDistriYr1Amt
Net Vl Noncharitable Assets Yr1$6,549,799NetVlNoncharitableAssetsYr1Amt
Distribution Yr10.066466DistributionYr1Rt
Adjusted Qlfy Distri Yr2$276,617AdjustedQlfyDistriYr2Amt
Net Vl Noncharitable Assets Yr2$6,362,952NetVlNoncharitableAssetsYr2Amt
Distribution Yr20.043473DistributionYr2Rt
Adjusted Qlfy Distri Yr3$305,000AdjustedQlfyDistriYr3Amt
Net Vl Noncharitable Assets Yr3$6,108,035NetVlNoncharitableAssetsYr3Amt
Distribution Yr30.049934DistributionYr3Rt
Adjusted Qlfy Distri Yr4$182,778AdjustedQlfyDistriYr4Amt
Net Vl Noncharitable Assets Yr4$6,082,085NetVlNoncharitableAssetsYr4Amt
Distribution Yr40.030052DistributionYr4Rt
Adjusted Qlfy Distri Yr5$11,600AdjustedQlfyDistriYr5Amt
Net Vl Noncharitable Assets Yr5$1,475,616NetVlNoncharitableAssetsYr5Amt
Distribution Yr50.007861DistributionYr5Rt
Total Distribution0.197786TotalDistributionRt
Average Distribution0.039557AverageDistributionRt
Net Vl Noncharitable Assets$6,855,150NetVlNoncharitableAssetsAmt
Adj Net Vl Noncharitable Assets$271,169AdjNetVlNoncharitableAssetsAmt
Net Investment Income Pct$1,359NetInvestmentIncomePctAmt
Adj Nonchrtbl Net Invst Incm Pct$272,528AdjNonchrtblNetInvstIncmPctAmt
Qualifying Distributions$274,245QualifyingDistributionsAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Domestic Org Meeting Sect4940eYes (X)DomesticOrgMeetingSect4940eInd
Investment Income Excise Tax$1,359InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$1,359SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$1,359TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$1,160EstimatedPlusOvpmtIncmTxAmt
Total Payments And Credits$1,160TotalPaymentsAndCreditsAmt
Tax Due$199TaxDueAmt

Statements Regarding Acty StatementsRegardingActyGrp

FieldValueIRS element (for citing)
Legislative Political Acty0LegislativePoliticalActyInd
More Than100 Spent0MoreThan100SpentInd
Form1120 POL Filed0Form1120POLFiledInd
Section4955 Organization Tax$0Section4955OrganizationTaxAmt
Section4955 Managers Tax$0Section4955ManagersTaxAmt
Tax Reimbursed$0TaxReimbursedAmt
Activities Not Previously Rpt0ActivitiesNotPreviouslyRptInd
Changes To Articles Or Bylaws0ChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over Limit0UnrelatedBusIncmOverLimitInd
Organization Dissolved Etc0OrganizationDissolvedEtcInd
Section508e Rqr SatisfiedYes (1)Section508eRqrSatisfiedInd
At Least5000 In AssetsYes (1)AtLeast5000InAssetsInd
Org Report Or Register StateOHOrgReportOrRegisterStateCd
Form990 PF Filed With Atty Gen0Form990PFFiledWithAttyGenInd
Private Operating Foundation0PrivateOperatingFoundationInd
New Substantial Contributors0NewSubstantialContributorsInd
Own Controlled Entity0OwnControlledEntityInd
Donor Advised Fund0DonorAdvisedFundInd
Comply With Public Insp RqrYes (1)ComplyWithPublicInspRqrInd
Website AddressWWW.SAULSCHOTTENSTEINFOUNDATIONB.ORGWebsiteAddressTxt

Persons With Books Name PersonsWithBooksName

FieldValueIRS element (for citing)
Business Name Line1JEFFREY HARRISBusinessNameLine1Txt
FieldValueIRS element (for citing)
Phone5136212666PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line1441 VINE STREET NO 3700AddressLine1Txt
CityCINCINNATICityNm
State AbbreviationOHStateAbbreviationCd
ZIP452023009ZIPCd
FieldValueIRS element (for citing)
Foreign Accounts Question0ForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

FieldValueIRS element (for citing)
Sale Or Exch Disqualified Prsn0SaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified Prsn0BrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified Prsn0FurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified Prsn0PayCompDisqualifiedPrsnInd
Transfer Ast Disqualified Prsn0TransferAstDisqualifiedPrsnInd
Payment To Government Official0PaymentToGovernmentOfficialInd
Uncorrected Prior Acts0UncorrectedPriorActsInd
Undistributed Income PY0UndistributedIncomePYInd
Business Holdings0BusinessHoldingsInd
Jeopardy Investments0JeopardyInvestmentsInd
Uncorrected PY Jeopardy Invst0UncorrectedPYJeopardyInvstInd
Influence Legislation0InfluenceLegislationInd
Influence Election0InfluenceElectionInd
Grants To Individuals0GrantsToIndividualsInd
Grants To Organizations0GrantsToOrganizationsInd
Noncharitable Purpose0NoncharitablePurposeInd
Rcv Fnds To Pay Prsnl Bnft Cntrct0RcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft Cntrct0PayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTransInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp

FieldValueIRS element (for citing)
PersonJEFFREY HARRISPersonNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line13512 AULTWOODS LANEAddressLine1Txt
CityCINCINNATICityNm
State AbbreviationOHStateAbbreviationCd
ZIP45208ZIPCd
FieldValueIRS element (for citing)
TitlePRESIDENTTitleTxt
Average Hrs Per Wk Devoted To Pos1.00AverageHrsPerWkDevotedToPosRt
Compensation$0CompensationAmt
Employee Benefit Program$0EmployeeBenefitProgramAmt
Expense Account Other Allwnc$0ExpenseAccountOtherAllwncAmt
FieldValueIRS element (for citing)
Comp Of Hghst Pd Empl Or NONENONECompOfHghstPdEmplOrNONETxt
Other Employee Paid Over50k0OtherEmployeePaidOver50kCnt
Comp Of Hghst Pd Cntrct Or NONENONECompOfHghstPdCntrctOrNONETxt
Contractor Paid Over50k0ContractorPaidOver50kCnt

Sum Of Program Related Invst SumOfProgramRelatedInvstGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$6,915,526AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$44,017AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$6,959,543TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$6,959,543AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$104,393CashDeemedCharitableAmt
Net Vl Noncharitable Assets$6,855,150NetVlNoncharitableAssetsAmt
Minimum Investment Return$342,758MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$342,758MinimumInvestmentReturnAmt
Tax Based On Investment Income$1,359TaxBasedOnInvestmentIncomeAmt
Total Tax$1,359TotalTaxAmt
Distributable Before Adj$341,399DistributableBeforeAdjAmt
Recoveries Qualfied Distri$0RecoveriesQualfiedDistriAmt
Distributable Before Ded$341,399DistributableBeforeDedAmt
Deduction From Distributable$0DeductionFromDistributableAmt
Distributable As Adjusted$341,399DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$274,245ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Qualifying Distributions$274,245QualifyingDistributionsAmt
Pct Sect4940e Org Net Invst Incm$1,359PctSect4940eOrgNetInvstIncmAmt
Adjusted Qualifying Distri$272,886AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$341,399DistributableAsAdjustedAmt
Undistributed Income PY$113,269UndistributedIncomePYAmt
Total For Prior Years$0TotalForPriorYearsAmt
Total Excess Distribution Cyov$0TotalExcessDistributionCyovAmt
Qualifying Distributions$274,245QualifyingDistributionsAmt
Applied To Year1$113,269AppliedToYear1Amt
Applied To Prior Years$0AppliedToPriorYearsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$160,976AppliedToCurrentYearAmt
Remaining Distri From Corpus$0RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus$0ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$0ExcessDistributionCyovAppCYAmt
Total Corpus$0TotalCorpusAmt
Prior Year Undistributed Incm$0PriorYearUndistributedIncmAmt
Prior Year Deficiency Or Tax$0PriorYearDeficiencyOrTaxAmt
Taxable1$0Taxable1Amt
Taxable2$0Taxable2Amt
Undistributed Income CY$180,423UndistributedIncomeCYAmt
Corpus Distri170b1 E Or4942g3$0CorpusDistri170b1EOr4942g3Amt
Excess Distri Cyov From Yr5$0ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$0ExcessDistriCyovToNextYrAmt

Supplementary Information SupplementaryInformationGrp

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

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (18 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmtAddress Line2RecipientUSAddress/AddressLine2Txt
BACKBONES
PO BOX 7334PROSPECT HEIGHTSIL60070501(C)(3)TO SUPPORT CONTINUING OPERATIONS$5,000
BREAKTHROUGH CINCINNATI
6905 GIVEN ROADCINCINNATIOH45243501(C)(3)TO SUPPORT CONTINUING OPERATIONS$2,500
CAMP JOY
10117 OLD-3-C HWYCLARKSVILLEOH45113501(C)(3)TO SUPPORT CONTINUING OPERATIONS$150
COLLEGE OF MOUNT ST JOSEPH
5701 DELHI ROADCINCINNATIOH45233501(C)(3)TO SUPPORT CONTINUING OPERATIONS$1,000
CONGREGATION BETH ADAM
10001 LOVELAND-MADEIRA ROADLOVELANDOH45140501(C)(3)TO SUPPORT CONTINUING OPERATIONS$200
CONTEMPORARY ARTS CENTER
44 EAST SIXTH STREETCINCINNATIOH45202501(C)(3)TO SUPPORT CONTINUING OPERATIONS$6,000
CREATIVE GROWTH ART CENTER
355 24TH STREETOAKLANDCA94612501(C)(3)TO SUPPORT CONTINUING OPERATIONS$5,000
CURTIS INC
LADD 3603 VICTORY PKWYCINCINNATIOH45229501(C)(3)TO SUPPORT CONTINUING OPERATIONS$585
DIOCESE OF SOUTHERN OHIO
412 SYCAMORE STREET CINCINNATI OHCINCINNATIOH45202501(C)(3)TO SUPPORT CONTINUING OPERATIONS$50045202
EDEN VILLAGE CAMP
392 DENNYTOWN ROADPUTNAM VALLEYNY10579501(C)(3)TO SUPPORT CONTINUING OPERATIONS$500
JASON'S CONNECTION
441 VINE ST SUITE 3700CINCINNATIOH45249501(C)(3)TO SUPPORT CONTINUING OPERATIONS$140,040
JEWISH FAMILY SERVICE OF HOUSTON
4131 SOUTH BRAESWOODHOUSTONTX77025501(C)(3)TO SUPPORT CONTINUING OPERATIONS$1,000
JEWISH FAMILY SERVICES OF CINCINNATI
8487 RIDGE ROADCINCINNATIOH45236501(C)(3)TO SUPPORT CONTINUING OPERATIONS$250
LIVING ARRANGEMENTS FOR THE DEVELOPMENTALLY DISABLED
3603 VICTORY PARKWAYCINCINNATIOH45229501(C)(3)TO SUPPORT CONTINUING OPERATIONS$56,250
POSITIVE EXPOSURE
43 EAST 20TH STREET 6TH FLOORNEW YORKNY10003501(C)(3)TO SUPPORT CONTINUING OPERATIONS$500
REDWOOD
71 ORPHANAGE ROADFORT MITCHELLKY41017501(C)(3)TO SUPPORT CONTINUING OPERATIONS$250
THE CINCINNATI WALDORF SCHOOL
6743 CHESTNUT STREETCINCINNATIOH45227501(C)(3)TO SUPPORT CONTINUING OPERATIONS$1,000
UNIVERSITY OF CINCINNATI LAW
P 0 BOX 210040CINCINNATIOH45221501(C)(3)TO SUPPORT CONTINUING OPERATIONS$500
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$221,225TotalGrantOrContriPdDurYrAmt
Total Grant Or Contri Apprv Fut$0TotalGrantOrContriApprvFutAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$4,280ExclusionAmt

Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$124,824ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion$12,955ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$0UnrelatedBusinessTaxblIncmAmt
Exclusion$142,059ExclusionAmt
Related Or Exempt Function Incm$0RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$142,059TotalIncomeProducingActyAmt

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

FieldValueIRS element (for citing)
Trnsfr Of Cash To Nonchrtbl EO0TrnsfrOfCashToNonchrtblEOInd
Trnsfr Other Asset Nonchrtbl EO0TrnsfrOtherAssetNonchrtblEOInd
Sales Or Exchanges Of Assets0SalesOrExchangesOfAssetsInd
Purchase Of Assets Nonchrtbl EO0PurchaseOfAssetsNonchrtblEOInd
Rental Of Facilities Oth Assets0RentalOfFacilitiesOthAssetsInd
Reimbursement Arrangements0ReimbursementArrangementsInd
Loans Or Loan Guarantees0LoansOrLoanGuaranteesInd
Performance Of Services Etc0PerformanceOfServicesEtcInd
Sharing Of Facilities Etc0SharingOfFacilitiesEtcInd
Relationships Nonchrtbl EO0RelationshipsNonchrtblEOInd

Schedule B IRS990ScheduleB

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
General RuleYes (X)GeneralRuleInd

Contributor Information ContributorInformationGrp

FieldValueIRS element (for citing)
Contributor1ContributorNum
Contributor PersonJEFFREY HARRISContributorPersonNm

Contributor US Address ContributorUSAddress

FieldValueIRS element (for citing)
Address Line13512 AULTWOODS LANEAddressLine1Txt
CityCINCINNATICityNm
State AbbreviationOHStateAbbreviationCd
ZIP45208ZIPCd
FieldValueIRS element (for citing)
Total Contributions$80,000TotalContributionsAmt
Person ContributionYes (X)PersonContributionInd

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail (2 entries)

CategoryCategoryTxtAmtAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
ACCOUNTING FEES$5,360$2,642$2,718
PAYROLL FEES$636$0$636

Expln Of Non Filing With AG Stmt ExplnOfNonFilingWithAGStmt

FieldValueIRS element (for citing)
ExplanationTHE 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

FieldValueIRS element (for citing)
BondCORPORATE BONDSBondNm
EOY Book Value$438,907EOYBookValueAmt
EOYFMV$453,441EOYFMVAmt

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp

FieldValueIRS element (for citing)
StockCORPORATE STOCKStockNm
EOY Book Value$4,313,101EOYBookValueAmt
EOYFMV$4,903,559EOYFMVAmt

Investments Other Schedule2 InvestmentsOtherSchedule2

Investments Other InvestmentsOtherGrp

FieldValueIRS element (for citing)
Category Or ItemNON-TAXABLE BONDSCategoryOrItemTxt
Listed At Cost Or FMVAT COSTListedAtCostOrFMVCd
Book Value$16,538BookValueAmt
EOYFMV$16,551EOYFMVAmt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (5 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
ADVERTISING$12,662$0$12,662
OFFICE EXPENSES$800$0$800
MEALS$1,867$0$1,867
INVESTMENT FEES$7,445$0$7,445
MISCELLANEOUS$1,092$0$1,092

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail

FieldValueIRS element (for citing)
CategoryOUTSIDE CONTRACT SERVICESCategoryTxt
Amt$376Amt
Net Investment Income$0NetInvestmentIncomeAmt
Disbursements Charitable Prps$376DisbursementsCharitablePrpsAmt

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail (4 entries)

CategoryCategoryTxtAmtAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
PAYROLL TAXES$640$0$552
FOREIGN TAXES$3,107$3,107$0
FEDERAL EXCISE TAX$1,463$0$0
STATE REGISTRATION FEE$225$0$225

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