SAUL SCHOTTENSTEIN FOUNDATION C: Form 990PF, tax year 2014
View the entire original 990 at ProPublica ↗
- Organization
- SAUL SCHOTTENSTEIN FOUNDATION C (EIN 27-0167574)
- Tax period
- 2014-01-01 to 2014-12-31
- Filed
- 2015-11-11
- IRS object ID
- 201543159349100009
- 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
- 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
- Other Decreases Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Notes Loans Rcvbl Short Sch2
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2015-11-11T07:53:24-06:00 | ReturnTs |
| Tax Period End | 2014-12-31 | 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 | 2014-01-01 | 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/TRUSTEE | PersonTitleTxt |
| Phone | 6144639730 | PhoneNum |
| Signature | 2015-11-09 | 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 | 2015-11-09 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2014 | TaxYr |
| Build TS | 2016-04-25 22:37:26Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $5,513,921 | FMVAssetsEOYAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $342 | ContriRcvdRevAndExpnssAmt |
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Interest On Sav Rev And Expnss | $123,647 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $123,647 | InterestOnSavNetInvstIncmAmt |
| Interest On Savings Adj Net Incm | $123,647 | InterestOnSavingsAdjNetIncmAmt |
| Dividends Rev And Expnss | $69,885 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $69,885 | DividendsNetInvstIncmAmt |
| Dividends Adj Net Incm | $69,885 | DividendsAdjNetIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $37,691 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $99,529 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $28,813 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $24,667 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $22,507 | OtherIncomeNetInvstIncmAmt |
| Other Income Adj Net Incm | $24,667 | OtherIncomeAdjNetIncmAmt |
| Total Rev And Expnss | $256,232 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $244,852 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $218,199 | TotalAdjNetIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $300,000 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $150,000 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Adj Net Incm | $150,000 | CompOfcrDirTrstAdjNetIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $150,000 | CompOfcrDirTrstDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $3,387 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $1,694 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $1,693 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $1,693 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $5,865 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $5,865 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Adj Net Incm | $5,865 | OtherProfFeesAdjNetIncmAmt |
| Taxes Rev And Expnss | $5,455 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $5,255 | TaxesNetInvstIncmAmt |
| Taxes Adj Net Incm | $5,455 | TaxesAdjNetIncmAmt |
| Taxes Dsbrs Chrtbl | $200 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $606 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $303 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Adj Net Incm | $303 | OtherExpensesAdjNetIncmAmt |
| Other Expenses Dsbrs Chrtbl | $303 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $315,313 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $163,117 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $163,316 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $152,196 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $288,973 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $288,973 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $604,286 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $163,117 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $163,316 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $441,169 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$348,054 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $81,735 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $54,883 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $2,286,411 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $1,810,010 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $1,810,010 | SavAndTempCashInvstEOYFMVAmt |
| Other Nts And Loans Rcvbl | $892,954 | OtherNtsAndLoansRcvblAmt |
| Other Nts And Loans Rcvbl BOY | $850,153 | OtherNtsAndLoansRcvblBOYAmt |
| Other Nts And Loans Rcvbl EOY | $892,954 | OtherNtsAndLoansRcvblEOYAmt |
| Other Nts And Loans Rcvbl EOYFMV | $892,954 | OtherNtsAndLoansRcvblEOYFMVAmt |
| Corporate Stock BOY | $2,080,598 | CorporateStockBOYAmt |
| Corporate Stock EOY | $2,161,478 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $2,483,588 | CorporateStockEOYFMVAmt |
| Other Investments BOY | $324,704 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $327,369 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $327,369 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $5,541,866 | TotalAssetsBOYAmt |
| Total Assets EOY | $5,191,811 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $5,513,921 | TotalAssetsEOYFMVAmt |
| Accounts Payable EOY | $4,798 | AccountsPayableEOYAmt |
| Total Liabilities EOY | $4,798 | TotalLiabilitiesEOYAmt |
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
| Unrestricted BOY | $5,541,866 | UnrestrictedBOYAmt |
| Unrestricted EOY | $5,187,013 | UnrestrictedEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $5,541,866 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $5,187,013 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $5,541,866 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $5,191,811 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $5,541,866 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$348,054 | ExcessRevenueOverExpensesAmt |
| Subtotal | $5,193,812 | SubtotalAmt |
| Other Decreases | $6,799 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $5,187,013 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $28,813 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $339,602 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $4,751,172 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.071478 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $511,179 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $5,941,353 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.086037 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $366,072 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $5,888,450 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.062168 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $322,571 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $6,122,423 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.052687 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $260,212 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $5,953,086 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.043710 | DistributionYr5Rt |
| Total Distribution | 0.316080 | TotalDistributionRt |
| Average Distribution | 0.063216 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $5,633,206 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $356,109 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $817 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $356,926 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $441,169 | 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 | $817 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $817 | SubtotalAmt |
| Tax Based On Investment Income | $817 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $2,505 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $2,505 | TotalPaymentsAndCreditsAmt |
| Overpayment | $1,688 | OverpaymentAmt |
| Applied To ES Tax | $1,688 | 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 |
| Individual With Books | THOMAS H SCHOTTENSTEIN TRUSTEE | IndividualWithBooksNm |
| 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 | 25.00 | AverageHrsPerWkDevotedToPosRt |
| Compensation | $300,000 | 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 | $3,670,780 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $2,048,211 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $5,718,991 | TotalFMVOfUnusedAssetsAmt |
| Adjusted Total FMV Of Unused Ast | $5,718,991 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $85,785 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $5,633,206 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $281,660 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $281,660 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $817 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $817 | TotalTaxAmt |
| Distributable Before Adj | $280,843 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $280,843 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $280,843 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $441,169 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $441,169 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $817 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $440,352 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $280,843 | DistributableAsAdjustedAmt |
| Excess Distribution Cyov Yr5 | $160,864 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $17,398 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $72,107 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $215,743 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $105,765 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $571,877 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $441,169 | QualifyingDistributionsAmt |
| Applied To Current Year | $280,843 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $160,326 | RemainingDistriFromCorpusAmt |
| Total Corpus | $732,203 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov From Yr5 | $160,864 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $571,339 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $17,398 | ExcessFromYear4Amt |
| Excess From Year3 | $72,107 | ExcessFromYear3Amt |
| Excess From Year2 | $215,743 | ExcessFromYear2Amt |
| Excess From Year1 | $105,765 | ExcessFromYear1Amt |
| Excess From Current Year | $160,326 | 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 (125 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 | Province Or StateRecipientForeignAddress/ProvinceOrStateNm | CountryRecipientForeignAddress/CountryCd | Foreign PostalRecipientForeignAddress/ForeignPostalCd | Address Line2RecipientForeignAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| AMERICAN FRIENDS OF KNESSED YEHUDA | |||||||||||||||
| 1218 E 13TH ST | BROOKLYN | NY | 11230 | NONE | COMPLETED | GENERAL OPERATIONS | $540 | ||||||||
| AGUDAT CHAODEL MALKA | |||||||||||||||
| 2117 UNION ST | SCHENECTADY | NY | 12309 | NONE | COMPLETED | GENERAL OPERATIONS | $18 | ||||||||
| AQUDATH ISRAEL | |||||||||||||||
| 42 BROADWAY | NEW YORK | NY | 10004 | NONE | COMPLETED | GENERAL OPERATIONS | $2,320 | ||||||||
| AHAVAS CHESED | |||||||||||||||
| 720 LEFFERTS AVE | BROOKLYN | NY | 11203 | NONE | COMPLETED | GENERAL OPERATIONS | $396 | ||||||||
| AISH DENVER | |||||||||||||||
| 9550 E BELLEVIEW AVE | GREENWOOD VILLIAGE | CO | 80111 | NONE | COMPLETED | GENERAL OPERATIONS | $490 | ||||||||
| ALEPH INSTITUTE | |||||||||||||||
| 9540 COLLINS AVE | SURFSIDE | FL | 33154 | NONE | COMPLETED | GENERAL OPERATIONS | $15,540 | ||||||||
| AMERICAN FRIENDS OF YESHIVA | |||||||||||||||
| PROFESSIONAL OFFICEST 2 | KEW GARDEN HILLS | NY | 113673821 | NONE | COMPLETED | GENERAL OPERATIONS | $180 | KESSER CHAIM | 149-05 7TH AVE | ||||||
| AMERICAN FRIENDS OF YAD ELIEZAR | |||||||||||||||
| 1102 E 26TH ST | BROOKLYN | NY | 11210 | NONE | COMPLETED | GENERAL OPERATIONS | $1,656 | ||||||||
| AMERICAN FRIENDS OF MICHKANE MEIR | |||||||||||||||
| 1274 49TH ST | BROOKLYN | NY | 112193011 | NONE | COMPLETED | GENERAL OPERATIONS | $576 | ||||||||
| AMERICAN FRIENDS OF OHEV YISROEL | |||||||||||||||
| 5314 16TH AVE 258 | BROOKLYN | NY | 11204 | NONE | COMPLETED | GENERAL OPERATIONS | $252 | ||||||||
| BAIS CHANA WOMEN INTERNATIONAL | |||||||||||||||
| 350 LEFFERS AVE H | BROOKLYN | NY | 11225 | NONE | COMPLETED | GENERAL OPERATIONS | $1,260 | ||||||||
| BAIS CHAYA MUSHKA SCHOOL FOR GIRLS | |||||||||||||||
| 9051 W PICO BLVD | LOS ANGELES | CA | 90035 | NONE | COMPLETED | GENERAL OPERATIONS | $5,500 | ||||||||
| BAIS NOCHUM | |||||||||||||||
| 151 S DETROIT ST | LOS ANGELES | CA | 90034 | NONE | COMPLETED | GENERAL OPERATIONS | $360 | ||||||||
| BAIS SHMUEL CHABAD | |||||||||||||||
| 383 KINGSTON AVE STE 223 | BROOKLYN | NY | 11213 | NONE | COMPLETED | GENERAL OPERATIONS | $6,790 | ||||||||
| BAIS SHOLOM IC | |||||||||||||||
| 331 WEST TILDEN ST | POSTVILLE | IA | 52162 | NONE | COMPLETED | GENERAL OPERATIONS | $720 | ||||||||
| BET YISRAEL-ALIYAS YISROEL | |||||||||||||||
| 3580 WILSHIRE BLVD | LOS ANGELES | CA | 900102513 | NONE | COMPLETED | GENERAL OPERATIONS | $1,170 | SUITE 1260 | |||||||
| BETH JACOB CONGREGATION | |||||||||||||||
| 1223 COLLEGE AVE | COLUMBUS | OH | 43209 | NONE | COMPLETED | GENERAL OPERATIONS | $500 | ||||||||
| BETH TORAH CONGREGATION-TORAH CENTE | |||||||||||||||
| 2942 EAST BROAD ST | COLUMBUS | OH | 43209 | NONE | COMPLETED | GENERAL OPERATIONS | $750 | ||||||||
| BRESLOV SYNAGOGUE | |||||||||||||||
| 2671 E MAIN ST | COLUMBUS | OH | 43209 | NONE | COMPLETED | GENERAL OPERATIONS | $3,000 | ||||||||
| CAMP GAN ISRAEL | |||||||||||||||
| 487 PARKSVILLE RD | PARKSVILLE | NY | 12768 | NONE | COMPLETED | GENERAL OPERATIONS | $180 | ||||||||
| CHABAD OF WASHINGTN HEIGHTS | |||||||||||||||
| 50 OVERLOOK TERRACE | NEW YORK | NY | 10033 | NONE | COMPLETED | GENERAL OPERATIONS | $6,100 | ||||||||
| CHABAD OF BROOKLYN HEIGHTS | |||||||||||||||
| 117 REMSEN ST | BROOKLYN | NY | 11201 | NONE | COMPLETED | GENERAL OPERATIONS | $1,800 | ||||||||
| CHABAD OF AAC | |||||||||||||||
| 3116 ERVIN CT | ANNAPOLIS | MD | 21403 | NONE | COMPLETED | GENERAL OPERATIONS | $1,502 | ||||||||
| CHABAD OF LAKE WORTH | |||||||||||||||
| 6450 MELALEUCA LN | GREENACRES | FL | 33462 | NONE | COMPLETED | GENERAL OPERATIONS | $540 | ||||||||
| CHABAD OF LONG ISLAND CITY | |||||||||||||||
| 47-31 VERNON BLVD | LONG ISLAND CITY | NY | 11101 | NONE | COMPLETED | GENERAL OPERATIONS | $2,700 | ||||||||
| CHABAD OF PROSPECT HTGS & FT GREENE | |||||||||||||||
| 340 STERLING PL | BROOKLYN | NY | 11238 | NONE | COMPLETED | GENERAL OPERATIONS | $1,800 | ||||||||
| CHABAD OF RIO GRAND VALLEY | |||||||||||||||
| 3037 W ALBERTA RD | EDINBURG | TX | 78539 | NONE | COMPLETED | GENERAL OPERATIONS | $90 | ||||||||
| CHABAD OF THE HILLS | |||||||||||||||
| 1016 CORY AVE | BEVERLY HILLS | CA | 90069 | NONE | COMPLETED | GENERAL OPERATIONS | $900 | ||||||||
| CHABADORG (FOR KEREN HASHLICHIM IN | |||||||||||||||
| 770 EASTERN PARKWAY | BROOKLYN | NY | 11213 | NONE | COMPLETED | GENERAL OPERATIONS | $2,880 | CHABAD-LUBAVITCH HEADQUARTERS | |||||||
| CHESSED L'AVROHOM | |||||||||||||||
| 6550 N TROY AVE | CHICAGO | IL | 60659 | NONE | COMPLETED | GENERAL OPERATIONS | $1,800 | ||||||||
| CHILD LIFE SOCIETY | |||||||||||||||
| 1347 43RD ST | BROOKLYN | NY | 11219 | NONE | COMPLETED | GENERAL OPERATIONS | $250 | ||||||||
| CHOFETZ CHAIM HERTIAGE | |||||||||||||||
| 361 SPOOK ROCK RD | SUFFERN | NY | 10901 | NONE | COMPLETED | GENERAL OPERATIONS | $750 | ||||||||
| CHOFETZ CHAIM YESHIVA | |||||||||||||||
| 82 HIGHVIEW RD | SUFFERN | NY | 10901 | NONE | COMPLETED | GENERAL OPERATIONS | $1,332 | ||||||||
| COLEL CHABAD | |||||||||||||||
| 806 EASTERN PARKWAY | BROOKLYN | NY | 11213 | NONE | COMPLETED | GENERAL OPERATIONS | $18,054 | ||||||||
| COLUMBUS COMMUNITY KOLLEL | |||||||||||||||
| 2513 E MAIN ST | COLUMBUS | OH | 43209 | NONE | COMPLETED | GENERAL OPERATIONS | $16,696 | ||||||||
| COLUMBUS TORAH ACADEMY | |||||||||||||||
| 181 NOE BIXBY RD | COLUMBUS | OH | 43213 | NONE | COMPLETED | GENERAL OPERATIONS | $720 | ||||||||
| CONSCIOUS CONTACT | |||||||||||||||
| 5804 BEACON ST | PITTSBURGH | PA | 15217 | NONE | COMPLETED | GENERAL OPERATIONS | $1,800 | ||||||||
| CONGREGATION BENEI YAKOV | |||||||||||||||
| 1742 E 7TH ST | BROOKLYN | NY | 11223 | NONE | COMPLETED | GENERAL OPERATIONS | $5,400 | ||||||||
| CONGREGATION BETH MEDRASH GOVOHA | |||||||||||||||
| 2166 81 ST | BROOKLYN | NY | 11214 | NONE | COMPLETED | GENERAL OPERATIONS | $4,860 | CONG BMG | |||||||
| CONGREGATION LEVI YITZCHOK | |||||||||||||||
| 365 N LA BREA AVE | LOS ANGELES | CA | 90048 | NONE | COMPLETED | GENERAL OPERATIONS | $180 | ||||||||
| CONGREGATION OIHEL NOSSON | |||||||||||||||
| 770 EASTERN PARKWAY | BROOKLYN | NY | 11213 | NONE | COMPLETED | GENERAL OPERATIONS | $180 | ||||||||
| CONGREGATION YESHIAS YISROEL-BIAS H | |||||||||||||||
| 1315-17 54TH ST | BROOKLYN | NY | 11219 | NONE | COMPLETED | GENERAL OPERATIONS | $3,600 | ||||||||
| CONGREGATION KHAL YEREIM | |||||||||||||||
| 1771 S TAYLOR RD | CLEVELAND HEIGHTS | OH | 44118 | NONE | COMPLETED | GENERAL OPERATIONS | $2,900 | ||||||||
| CONGREGATION AHAVAS SHOLOM | |||||||||||||||
| 2568 EBROAD ST | COLUMBUS | OH | 43209 | NONE | COMPLETED | GENERAL OPERATIONS | $25,490 | ||||||||
| CONGREGATION OHR DAVID | |||||||||||||||
| 2884 NORSTRAND AVE | BROOKLYN | NY | 11229 | NONE | COMPLETED | GENERAL OPERATIONS | $90 | ||||||||
| CROWN HEIGHTS BIKUR CHOLIM | |||||||||||||||
| 387 KINGSTON AVE 10 | BROOKLYN | NY | 11225 | NONE | COMPLETED | GENERAL OPERATIONS | $180 | ||||||||
| DERECH HATORAH | |||||||||||||||
| 125 KINGS HIGHWAY SOUTH | ROCHESTER | NY | 14617 | NONE | COMPLETED | GENERAL OPERATIONS | $300 | ||||||||
| DIASPORA YESHIVA TORAS ISRAEL | |||||||||||||||
| 662 LEFFERTS AVE | BROOKLYN | NY | 11203 | NONE | COMPLETED | GENERAL OPERATIONS | $250 | ||||||||
| DOWNTOWN JEWISH CENTER CHABAD | |||||||||||||||
| 900 E BROWARD BLVD | FORT LAUDERDALE | FL | 33301 | NONE | COMPLETED | GENERAL OPERATIONS | $785 | ||||||||
| EASTSIDE TORAH CENTER | |||||||||||||||
| 16199 NORTHUP WAY | BELLEVUE | WA | 98008 | NONE | COMPLETED | GENERAL OPERATIONS | $1,800 | ||||||||
| EDUCATION INSTITUTE OHOLEI TORAH | |||||||||||||||
| 667 EASTERNPARKWAY | BROOKLYN | NY | 11213 | NONE | COMPLETED | GENERAL OPERATIONS | $14,464 | ||||||||
| EZER YOLDOT HAMERCAZI | |||||||||||||||
| 1312-44 ST STE 247 | BROOKLYN | NY | 11219 | NONE | COMPLETED | GENERAL OPERATIONS | $360 | DBA BETH JACOB HACHASSIDI | |||||||
| FEDERATION CJA | |||||||||||||||
| NONE | COMPLETED | GENERAL OPERATIONS | $2,500 | 1 CARRE CUMMING SQ | MONTREAL | QUEBEC | CA | HSW IM6 | |||||||
| FRIENDS OF BIKUR CHOLIM | |||||||||||||||
| 5014 16TH AVE 283 | BROOKLYN | NY | 11204 | NONE | COMPLETED | GENERAL OPERATIONS | $3,600 | EZRAT ACHIM INC | |||||||
| FRIENDS OF LUBAVITCH | |||||||||||||||
| 1140 ALTON RD | MIAMI BEACH | FL | 33139 | NONE | COMPLETED | GENERAL OPERATIONS | $1,800 | OF FLORIDA INC | |||||||
| FRIENDS OF MOSDOT LIMUDEL LOTTIE | |||||||||||||||
| 11601 FULHAM ST | SILVER SPRING | MD | 20902 | NONE | COMPLETED | GENERAL OPERATIONS | $720 | SUITE 96553 | |||||||
| FRIENDS OF YAD SARAH | |||||||||||||||
| 450 PARK AVE-7TH FLOOR | NEW YORK | NY | 10022 | NONE | COMPLETED | GENERAL OPERATIONS | $2,250 | ||||||||
| GEMARA ACADEMY IN BROOKLYN | |||||||||||||||
| 58 BROOKLYN AVE | BROOKLYN | NY | 11216 | NONE | COMPLETED | GENERAL OPERATIONS | $3,240 | ||||||||
| GIRLS TOWN OR CHABAD | |||||||||||||||
| 1417 CONEY ISLAND AVE | BROOKLYN | NY | 11230 | NONE | COMPLETED | GENERAL OPERATIONS | $180 | ||||||||
| 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 | $4,140 | ||||||||
| HATZALAH OF BALTIMORE | |||||||||||||||
| 3106 PINKNEY RD | BALTIMORE | MD | 21215 | NONE | COMPLETED | GENERAL OPERATIONS | $360 | ||||||||
| HEBREW ACADEMY OF CLEVELAND | |||||||||||||||
| 1880 S TAYLOR RD | CLEVELAND HEIGHTS | OH | 44118 | NONE | COMPLETED | GENERAL OPERATIONS | $2,800 | ||||||||
| HILLEL ACADEMY (DENVER) | |||||||||||||||
| 450 SOUTH HUDSON ST | DENVER | CO | 80246 | NONE | COMPLETED | GENERAL OPERATIONS | $2,700 | ||||||||
| HOME STUDY SEMICHA | |||||||||||||||
| NONE | COMPLETED | GENERAL OPERATIONS | $2,100 | YAKOV GOLDSTEIN | RASHVI 3/11 | MADIINE ELITE | ISRAEL | IS | |||||||
| HOUSE OF ISRAEL | |||||||||||||||
| NONE | COMPLETED | GENERAL OPERATIONS | $180 | PO BOX 293 | SAINTE-AGATHE-DES-MONT | OUEBEC | CA | ||||||||
| INSTITUTE FOR DAYANIM | |||||||||||||||
| 25625 SOUTHFIELD RD 1078 | SOUTHFIELD | MI | 48075 | NONE | COMPLETED | GENERAL OPERATIONS | $7,740 | ||||||||
| JEM-JEWISH EDUCATIONAL MEDIA | |||||||||||||||
| 784 EASTERN PARKWAY | BROOKLYN | NY | 11213 | NONE | COMPLETED | GENERAL OPERATIONS | $1,440 | SUITE 403 | |||||||
| JEMM-JEWISH EXPERIENCE MADISON | |||||||||||||||
| 3453 N 54TH ST | MILWAUKEE | WI | 53216 | NONE | COMPLETED | GENERAL OPERATIONS | $500 | YERACHMIEL ANTON EXC DIR JEM | |||||||
| JEWISH CENTER OF ULYANOVSK | |||||||||||||||
| 1371 44TH ST | BROOKLYN | NY | 11219 | NONE | COMPLETED | GENERAL OPERATIONS | $270 | ||||||||
| KEREN ACHIM | |||||||||||||||
| 18 ORHARD HILL DR | MONCEY | NY | 10952 | NONE | COMPLETED | GENERAL OPERATIONS | $90 | ||||||||
| KEREN ELUZAR | |||||||||||||||
| 177 LEE AVE | BROOKLYN | NY | 11211 | NONE | COMPLETED | GENERAL OPERATIONS | $270 | ||||||||
| KEREN SIMCHAS | |||||||||||||||
| 712 MONTGOMERY ST | BROOKLYN | NY | 11213 | NONE | COMPLETED | GENERAL OPERATIONS | $1,620 | ||||||||
| KEREN SIMCHAS CHOSSON V'KALLAH | |||||||||||||||
| 712 MONTGOMERY ST | BROOKLYN | NY | 11213 | NONE | COMPLETED | GENERAL OPERATIONS | $500 | ||||||||
| KEREN YELED V'YALDA | |||||||||||||||
| ROCKLAND COUNTY OFFICE | MONSEY | NY | 10952 | NONE | COMPLETED | GENERAL OPERATIONS | $1,800 | 4 PHYLLIS TERRACE | |||||||
| K'HAL YEREIM | |||||||||||||||
| 1771 S TAYLOR RD | CLEVELAND HEIGHTS | OH | 44118 | NONE | COMPLETED | GENERAL OPERATIONS | $2,616 | ||||||||
| KOLLEL ATERES MORDECHAI | |||||||||||||||
| 28570 NUTWOOD LANE | WICKIFFE | OH | 44092 | NONE | COMPLETED | GENERAL OPERATIONS | $900 | ||||||||
| KOLLEL YCM-KOLLEL YAD CHAIM MORD | |||||||||||||||
| 2203 S GREEN RD | UNVERSITY HEIGHTS | OH | 44118 | NONE | COMPLETED | GENERAL OPERATIONS | $558 | ||||||||
| LUBAVITCH INTERN CONFERLUBAVITCHER | |||||||||||||||
| 770 EASTERN PARKWAY | BROOKLYN | NY | 11213 | NONE | COMPLETED | GENERAL OPERATIONS | $372 | CHABAD-LUBAVITCH HEADQUARTERS | |||||||
| MAIN STREET SYNAGOGUE BEXLEY | |||||||||||||||
| 2375 E MAIN ST | BEXLEY | OH | 43209 | NONE | COMPLETED | GENERAL OPERATIONS | $360 | ||||||||
| MAYANOT INSTITUTE OF JEWISH STUDIES | |||||||||||||||
| 225 PARK AVE-SUITE 96553 | NEW YORK | NY | 10003 | NONE | COMPLETED | GENERAL OPERATIONS | $3,078 | ||||||||
| MERKAZ HABRITH | |||||||||||||||
| PO BOX 876 | MONCEY | NY | 10952 | NONE | COMPLETED | GENERAL OPERATIONS | $396 | ||||||||
| MERKOS | |||||||||||||||
| 1301 47TH ST | BROOKLYN | NY | 11219 | NONE | COMPLETED | GENERAL OPERATIONS | $2,160 | ||||||||
| MIGDAL HASHAIN | |||||||||||||||
| 7 C MAPLE LEAF RD | MONSEY | NY | 10952 | NONE | COMPLETED | GENERAL OPERATIONS | $750 | ||||||||
| MIRRER YESHIVA | |||||||||||||||
| 1791 OCEAN PARKWAY | BROOKLYN | NY | 11223 | NONE | COMPLETED | GENERAL OPERATIONS | $54 | ||||||||
| MOSDOS OHR HATORAH | |||||||||||||||
| 1508 WARRENSVILLE CNT RD | CLEVELAND HEIGHTS | OH | 44121 | NONE | COMPLETED | GENERAL OPERATIONS | $16,300 | ||||||||
| NCSY | |||||||||||||||
| 16947 W 10 MILE RD | SOUTHFIELD | MI | 48075 | NONE | COMPLETED | GENERAL OPERATIONS | $900 | ||||||||
| NCSY-CENTRAL EAST | |||||||||||||||
| 16947 W 10 MILE RD | SOUTHFIELD | MI | 48075 | NONE | COMPLETED | GENERAL OPERATIONS | $1,800 | ||||||||
| NEVE YERUSHALAYIM INC | |||||||||||||||
| NONE | COMPLETED | GENERAL OPERATIONS | $450 | 1 BEIT YITZCHK ST | JERUSALAM | ISRAEL | IS | POB 43016 | |||||||
| NOSSONS SHUL | |||||||||||||||
| 534 EMPIRE BLVD | BROOKLYN | NY | 11225 | NONE | COMPLETED | GENERAL OPERATIONS | $540 | ||||||||
| OHR MENACHEM | |||||||||||||||
| 1729 PRESIDENT ST | BROOKLYN | NY | 11213 | NONE | COMPLETED | GENERAL OPERATIONS | $54 | ||||||||
| OHR SHALOM V'CHESED | |||||||||||||||
| 1160 74TH ST | BROOKLYN | NY | 11219 | NONE | COMPLETED | GENERAL OPERATIONS | $1,000 | ||||||||
| OSU CHABAD-SCHOTTENSTEIN CHABAD HOU | |||||||||||||||
| 207 E 15TH AVE | COLUMBUS | OH | 43201 | NONE | COMPLETED | GENERAL OPERATIONS | $5,000 | OSY JEWISH STUDENT CENTER | |||||||
| RAV CHASED | |||||||||||||||
| 3054 BEDFORD AVE | BROOKLYN | NY | 11210 | NONE | COMPLETED | GENERAL OPERATIONS | $180 | ||||||||
| SCHOTTENSTEIN CHABAD | |||||||||||||||
| 6220 EAST DUBLIN-GRANVILL | NEW ALBANY | OH | 43054 | NONE | COMPLETED | GENERAL OPERATIONS | $5,620 | ||||||||
| SCRANTON COMMUNITY KOLLEL | |||||||||||||||
| 722 CLAY AVE | SCRANTON | PA | 18510 | NONE | COMPLETED | GENERAL OPERATIONS | $270 | SCK OF YERUSHALAYIM | |||||||
| SCVK - KEREN SIMCHAS CHOSSON V'KALL | |||||||||||||||
| 721 MONTGOMERY ST | BROOKLYN | NY | 11213 | NONE | COMPLETED | GENERAL OPERATIONS | $360 | ||||||||
| SHAAR HATORAH | |||||||||||||||
| 11706 84TH AVE | RICHMOND HILL | NY | 11418 | NONE | COMPLETED | GENERAL OPERATIONS | $72 | ||||||||
| SHUL OF BAL HARBOR - THE SHUL | |||||||||||||||
| 9540 COLLINS AVE | SURFSIDE | FL | 33154 | NONE | COMPLETED | GENERAL OPERATIONS | $400 | ||||||||
| SHUVU RETUM INC | |||||||||||||||
| 230 PARK AVE STE 539 | NEW YORK | NY | 10169 | NONE | COMPLETED | GENERAL OPERATIONS | $720 | SHUVU CHAZON AVROHOM | |||||||
| STAM GEMACH | |||||||||||||||
| 231 MAIN ST | LAKEWOOD | NJ | 08710 | NONE | COMPLETED | GENERAL OPERATIONS | $126 | ||||||||
| TAHARATH HAMISHPACHA SOCIETY | |||||||||||||||
| 1223 COLLEGE AVE | COLUMBUS | OH | 43209 | NONE | COMPLETED | GENERAL OPERATIONS | $450 | MIKVAH SOCIETY | |||||||
| TEN YAD TEN YAD | |||||||||||||||
| 559 EMPIRE BLVD | BROOKLYN | NY | 11225 | NONE | COMPLETED | GENERAL OPERATIONS | $208 | ||||||||
| THE HURWITZ FAMILY FUND | |||||||||||||||
| 439 W KENNETH RD | GLENDALE | CA | 91202 | NONE | COMPLETED | GENERAL OPERATIONS | $1,440 | ||||||||
| THE JEWISH FEDERATION OF COLUMBUS | |||||||||||||||
| 1175 COLLEGE AVE | COLUMBUS | OH | 43209 | NONE | COMPLETED | GENERAL OPERATIONS | $3,744 | ||||||||
| TOMCHEI TZEDAKAH OF LAKEWOOD | |||||||||||||||
| 625 4TH AVE | LAKEWOOD | NJ | 08701 | NONE | COMPLETED | GENERAL OPERATIONS | $180 | ||||||||
| TORAH CENTER | |||||||||||||||
| 2942 EAST BROAD ST | COLUMBUS | OH | 43209 | NONE | COMPLETED | GENERAL OPERATIONS | $1,800 | ||||||||
| 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 | $2,700 | ||||||||
| TORAS CHACHOM CHARITABLE FOUND | |||||||||||||||
| 1419 47TH ST | BROOKLYN | NY | 11219 | NONE | COMPLETED | GENERAL OPERATIONS | $180 | ||||||||
| TORAS CHESED INC | |||||||||||||||
| 421 6TH ST | LAKEWOOD | NJ | 08701 | NONE | COMPLETED | GENERAL OPERATIONS | $3,780 | ||||||||
| UNITED LUBAVITCHER YESHIVOTH | |||||||||||||||
| 841-853 OCEAN PARKWAY | BROOKLYN | NY | 11230 | NONE | COMPLETED | GENERAL OPERATIONS | $630 | ||||||||
| YAD BECHESED WOLBOROSH INC | |||||||||||||||
| 1631 50TH ST | BROOKLYN | NY | 11204 | NONE | COMPLETED | GENERAL OPERATIONS | $360 | ||||||||
| YAD ELIEZER (AMERICAN FRIENDS) | |||||||||||||||
| 1102 E 26TH ST | BROOKLYN | NY | 11210 | NONE | COMPLETED | GENERAL OPERATIONS | $4,248 | ||||||||
| YAD EZRA | |||||||||||||||
| 12A NORTH AIRMONT RD | SUFFERN | NY | 10901 | NONE | COMPLETED | GENERAL OPERATIONS | $540 | ||||||||
| YAD L'ACHIM | |||||||||||||||
| 4018 18TH AVE | BROOKLYN | NY | 11218 | NONE | COMPLETED | GENERAL OPERATIONS | $1,250 | ||||||||
| YAGDIL TORAH | |||||||||||||||
| 4403 15TH AVE 388 | BROOKLYN | NY | 11219 | NONE | COMPLETED | GENERAL OPERATIONS | $360 | ROOM 188 | |||||||
| YESHIVA BETH MOSHE | |||||||||||||||
| 930 HICKORY ST | SCRANTON | PA | 18505 | NONE | COMPLETED | GENERAL OPERATIONS | $252 | ||||||||
| YESHIVA KEHILLATH YAKOV | |||||||||||||||
| 346 BROADWAY | BROOKLYN | NY | 11211 | NONE | COMPLETED | GENERAL OPERATIONS | $105 | ||||||||
| YESHIVA MINCHAS ELUSAR | |||||||||||||||
| 1417 49TH ST | BROOKLYN | NY | 11219 | NONE | COMPLETED | GENERAL OPERATIONS | $180 | ||||||||
| YESHIVA OF SOUTH SHORE | |||||||||||||||
| 1170 WILLIAM ST | NEWLETT | NY | 11557 | NONE | COMPLETED | GENERAL OPERATIONS | $770 | ||||||||
| YESHIVA OHR ELCHONON CHABAD | |||||||||||||||
| 7215 WARING AVE | LOS ANGELES | CA | 90046 | NONE | COMPLETED | GENERAL OPERATIONS | $8,460 | ||||||||
| YESHIVANET | |||||||||||||||
| 841-853 OCEAN PARKWAY | BROOKLYN | NY | 11230 | NONE | COMPLETED | GENERAL OPERATIONS | $1,800 | HEADQUARTERS | |||||||
| YESHIVAS LUBAVITCH MANCHESTER | |||||||||||||||
| NONE | COMPLETED | GENERAL OPERATIONS | $6,085 | 62 SINGLETON RD | SALFORD | M LU | UK | ||||||||
| YESHIVAS MEOR HATORAH OF CHICAGO | |||||||||||||||
| 3635 W DEVON AVE | CHICAGO | IL | 60659 | NONE | COMPLETED | GENERAL OPERATIONS | $360 | ||||||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $288,973 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $123,647 | RelatedOrExemptFunctionIncmAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $69,885 | RelatedOrExemptFunctionIncmAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 25 | ExclusionCd |
| Exclusion | $28,042 | ExclusionAmt |
| Related Or Exempt Function Incm | $9,649 | RelatedOrExemptFunctionIncmAmt |
Other Revenue Described OtherRevenueDescribedGrp (6 entries)
| DescDesc | Related Or Exempt Function IncmRelatedOrExemptFunctionIncmAmt |
|---|---|
| JPM ALERIAN MLP INDEX ETN ( | $3,268 |
| MS/FIDELITY-676-307603-BASI | $22 |
| MS-362106680031-BASIS ADJ. | $71 |
| MS-362117361031-BASIS ADJ. | $24 |
| NET INCOME INSTANT BINGO CA | $19,122 |
| AMERICAN EXPRESS REBATES | $2,160 |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $28,042 | ExclusionAmt |
| Related Or Exempt Function Incm | $227,848 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $255,890 | 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 | $3,387 | Amt |
| Net Investment Income | $1,694 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $1,693 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $1,693 | 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 (122 entries)
| AssetAssetDesc | AcquiredAcquiredDt | How AcquiredHowAcquiredTxt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | BasisBasisAmt | Total NetTotalNetAmt |
|---|---|---|---|---|---|---|
| CALPINE CORP | 2013-10 | PURCHASE | 2001-02 | $696 | $718 | -$22 |
| COBALT INTL ENERGY | 2013-05 | PURCHASE | 2014-01 | $147 | $312 | -$165 |
| COBALT INTL ENERGY | 2013-05 | PURCHASE | 2014-01 | $557 | $913 | -$356 |
| COBALT INTL ENERGY | 2013-07 | PURCHASE | 2014-01 | $409 | $679 | -$270 |
| COBALT INTL ENERGY | 2013-05 | PURCHASE | 2014-04 | $405 | $762 | -$357 |
| COBALT INTL ENERGY | 2013-05 | PURCHASE | 2014-04 | $110 | $204 | -$94 |
| COBALT INTL ENERGY | 2013-05 | PURCHASE | 2014-04 | $55 | $96 | -$41 |
| COBALT INTL ENERGY | 2013-11 | PURCHASE | 2014-04 | $55 | $68 | -$13 |
| GOLDMAQN SACHS MLP ENGY INFRT I | 2013-11 | PURCHASE | 2014-07 | $696 | $533 | $163 |
| INVESCO FLOATING RATE Y | 2013-10 | PURCHASE | 2014-04 | $2,864 | $2,868 | -$4 |
| INVESCO FLOATING RATE Y | 2013-11 | PURCHASE | 2014-04 | $8 | $8 | |
| INVESCO FLOATING RATE Y | 2013-12 | PURCHASE | 2014-04 | $10 | $10 | |
| INVESCO FLOATING RATE Y | 2014-01 | PURCHASE | 2014-04 | $11 | $11 | |
| INVESCO FLOATING RATE Y | 2014-02 | PURCHASE | 2014-04 | $10 | $10 | |
| INVESCO FLOATING RATE Y | 2014-03 | PURCHASE | 2014-04 | $11 | $11 | |
| MARATHON PETROLEUM CORP | 2013-09 | PURCHASE | 2014-01 | $725 | $526 | $199 |
| MICROSOFT CORP | 2013-09 | PURCHASE | 2014-04 | $851 | $684 | $167 |
| MICROSOFT CORP | 2013-10 | PURCHASE | 2014-04 | $365 | $315 | $50 |
| CURRENCY SH CAN DOL TR | 2011-09 | PURCHASE | 2014-01 | $446 | $478 | -$32 |
| CURRENCY SH CAN DOL TR | 2011-12 | PURCHASE | 2014-01 | $357 | $389 | -$32 |
| ENSCO PLC CLASS A | 2014-02 | PURCHASE | 2014-04 | $700 | $737 | -$37 |
| NEWELL RUBBERMAID INC | 2013-03 | PURCHASE | 2014-03 | $301 | $255 | $46 |
| NEWELL RUBBERMAID INC | 2013-03 | PURCHASE | 2014-03 | $301 | $254 | $47 |
| NEWELL RUBBERMAID INC | 2013-03 | PURCHASE | 2014-03 | $735 | $634 | $101 |
| NEWELL RUBBERMAID INC | 2013-04 | PURCHASE | 2014-03 | $446 | $375 | $71 |
| NEWELL RUBBERMAID INC | 2013-04 | PURCHASE | 2014-03 | $949 | $799 | $150 |
| ASTRAZENECA PLC ADS | 2012-07 | PURCHASE | 2014-05 | $79 | $45 | $34 |
| ASTRAZENECA PLC ADS | 2012-07 | PURCHASE | 2014-05 | $79 | $46 | $33 |
| ASTRAZENECA PLC ADS | 2012-07 | PURCHASE | 2014-05 | $952 | $562 | $390 |
| ASTRAZENECA PLC ADS | 2012-07 | PURCHASE | 2014-05 | $476 | $277 | $199 |
| ASTRAZENECA PLC ADS | 2014-07 | PURCHASE | 2014-05 | $77 | $46 | $31 |
| ASTRAZENECA PLC ADS | 2012-08 | PURCHASE | 2014-05 | $539 | $329 | $210 |
| ASTRAZENECA PLC ADS | 2012-10 | PURCHASE | 2014-05 | $308 | $189 | $119 |
| ASTRAZENECA PLC ADS | 2012-10 | PURCHASE | 2014-05 | $1,484 | $898 | $586 |
| ENSCO PLC CLASS A | 2012-05 | PURCHASE | 2014-04 | $767 | $727 | $40 |
| ENSCO PLC CLASS A | 2012-05 | PURCHASE | 2014-04 | $1,262 | $1,212 | $50 |
| HARRIS CORPORATION | 2012-05 | PURCHASE | 2014-02 | $723 | $390 | $333 |
| LOCKHEED MARTIN CORP | 2012-05 | PURCHASE | 2014-05 | $834 | $414 | $420 |
| MEDTRONIC INC | 2012-05 | PURCHASE | 2014-01 | $1,451 | $920 | $531 |
| NEWELL RUBBERMAID INC | 2013-03 | PURCHASE | 2014-03 | $150 | $125 | $25 |
| NORTHROP GRUMMAN CP | 2012-05 | PURCHASE | 2014-05 | $862 | $409 | $453 |
| REYNOLDS AMERICAN INC | 2012-05 | PURCHASE | 2014-03 | $1,131 | $877 | $254 |
| REYNOLDS AMERICAN INC | 2012-05 | PURCHASE | 2014-03 | $538 | $418 | $120 |
| REYNOLDS AMERICAN INC | 2012-05 | PURCHASE | 2014-03 | $857 | $668 | $189 |
| SLM CORPORATION | 2013-05 | PURCHASE | 2014-06 | $42 | $41 | $1 |
| SLM CORPORATION | 2013-05 | PURCHASE | 2014-06 | $84 | $82 | $2 |
| SLM CORPORATION | 2013-05 | PURCHASE | 2014-06 | $83 | $82 | $1 |
| SLM CORPORATION | 2013-05 | PURCHASE | 2014-06 | $42 | $41 | $1 |
| SLM CORPORATION | 2013-05 | PURCHASE | 2014-06 | $75 | $74 | $1 |
| SLM CORPORATION | 2013-05 | PURCHASE | 2014-07 | $50 | $49 | $1 |
| SLM CORPORATION | 2013-05 | PURCHASE | 2014-07 | $167 | $171 | -$4 |
| SLM CORPORATION | 2013-05 | PURCHASE | 2014-07 | $8 | $9 | -$1 |
| SLM CORPORATION | 2013-05 | PURCHASE | 2014-07 | $109 | $111 | -$2 |
| SLM CORPORATION | 2013-05 | PURCHASE | 2014-07 | $247 | $248 | -$1 |
| STAPLES INC | 2012-07 | PURCHASE | 2014-05 | $80 | $90 | -$10 |
| STAPLES INC | 2012-07 | PURCHASE | 2014-05 | $263 | $286 | -$23 |
| STAPLES INC | 2012-07 | PURCHASE | 2014-05 | $68 | $75 | -$7 |
| STAPLES INC | 2012-07 | PURCHASE | 2014-05 | $274 | $299 | -$25 |
| STAPLES INC | 2012-07 | PURCHASE | 2014-06 | $257 | $286 | -$29 |
| STAPLES INC | 2012-08 | PURCHASE | 2014-06 | $1,173 | $1,202 | -$29 |
| VERITIV CORP | 2012-05 | PURCHASE | 2014-07 | $2 | $1 | $1 |
| VERITIV CORP | 2012-05 | PURCHASE | 2014-07 | $39 | $22 | $17 |
| ALLIANCE DATA SYSTEMS CORP | 2013-04 | PURCHASE | 2014-02 | $852 | $475 | $377 |
| ANHEUSER BUSCH INBEV SA | 2013-06 | PURCHASE | 2014-01 | $309 | $276 | $33 |
| AON PLC | 2013-05 | PURCHASE | 2014-02 | $255 | $190 | $65 |
| AON PLC | 2013-05 | PURCHASE | 2014-02 | $343 | $253 | $90 |
| AON PLC | 2013-05 | PURCHASE | 2014-03 | $1,389 | $1,014 | $375 |
| BIOMARIN PHARMAC SE | 2013-09 | PURCHASE | 2014-04 | $477 | $630 | -$153 |
| BIOMARIN PHARMAC SE | 2013-11 | PURCHASE | 2014-04 | $179 | $207 | -$28 |
| EBAY INC | 2013-07 | PURCHASE | 2014-01 | $268 | $267 | $1 |
| EBAY INC | 2013-08 | PURCHASE | 2014-01 | $698 | $682 | $16 |
| EDWARD LIFESCIENCES CORP | 2013-02 | PURCHASE | 2014-02 | $1,141 | $1,460 | -$319 |
| FEDEX CORP | 2013-03 | PURCHASE | 2014-02 | $133 | $98 | $35 |
| FEDEX CORP | 2013-03 | PURCHASE | 2018-02 | $934 | $686 | $248 |
| GENERAL MOTORS CO | 2013-12 | PURCHASE | 2014-04 | $752 | $944 | -$192 |
| GENERAL MOTORS CO | 2013-12 | PURCHASE | 2014-04 | $490 | $616 | -$126 |
| IBM | 2013-03 | PURCHASE | 2014-01 | $177 | $209 | -$32 |
| MICHAEL KORS HOLDINGS LTD | 2013-06 | PURCHASE | 2014-06 | $1,349 | $911 | $438 |
| NEXTERA ENERGY INC | 2014-04 | PURCHASE | 2014-07 | $590 | $533 | $57 |
| NEXTERA ENERGY INC | 2014-04 | PURCHASE | 2014-07 | $674 | $621 | $53 |
| PHILIP MORRRIS INTL INC | 2013-05 | PURCHASE | 2014-03 | $322 | $372 | -$50 |
| PPG INDUSTRIES INC. | 2013-10 | PURCHASE | 2014-07 | $825 | $663 | $162 |
| WAL MART STORES INC | 2013-06 | PURCHASE | 2014-06 | $1,124 | $1,133 | -$9 |
| WAL MART STORES INC | 2013-08 | PURCHASE | 2014-06 | $600 | $618 | -$18 |
| WAL MART STORES INC | 2013-08 | PURCHASE | 2014-06 | $525 | $515 | $10 |
| ALLIANCE DATA SYSTEMS CORP | 2013-04 | PURCHASE | 2014-04 | $238 | $159 | $79 |
| AMAZON COM INC | 2012-07 | PURCHASE | 2014-05 | $1,495 | $1,092 | $403 |
| ANHEUSER BUSCH INBEV SA | 2012-08 | PURCHASE | 2014-01 | $1,238 | $1,008 | $230 |
| ANHEUSER BUSCH INBEV SA | 2012-10 | PURCHASE | 2014-01 | $1,135 | $971 | $164 |
| ASML HOLDING NV NY | 2012-07 | PURCHASE | 2014-01 | $603 | $418 | $185 |
| BIOGEN IDEC INC | 2012-07 | PURCHASE | 2014-01 | $1,744 | $887 | $857 |
| BOEING CO | 2012-07 | PURCHASE | 2014-02 | $385 | $224 | $161 |
| BOEING CO | 2012-07 | PURCHASE | 2014-03 | $489 | $299 | $190 |
| BOEING CO | 2012-07 | PURCHASE | 2014-04 | $245 | $149 | $96 |
| BOEING CO | 2012-07 | PURCHASE | 2014-04 | $650 | $373 | $277 |
| BOEING CO | 2013-01 | PURCHASE | 2014-04 | $780 | $459 | $321 |
| COCA COLA CO | 2012-07 | PURCHASE | 2014-03 | $2,240 | $2,288 | -$48 |
| DANAHER CORPORASTION | 2012-07 | PURCHASE | 2014-02 | $384 | $259 | $125 |
| DISCOVERY COMMUNICATIONS | 2012-07 | PURCHASE | 2014-01 | $1,484 | $957 | $527 |
| EATON CORP PLC | 2013-02 | PURCHASE | 2014-04 | $713 | $580 | $133 |
| EATON CORP PLC | 2013-02 | PURCHASE | 2014-04 | $143 | $116 | $27 |
| EATON CORP PLC | 2013-02 | PURCHASE | 2014-06 | $592 | $460 | $132 |
| EATON CORP PLC | 2013-04 | PURCHASE | 2014-06 | $74 | $60 | $14 |
| EATON CORP PLC | 2013-04 | PURCHASE | 2014-06 | $683 | $538 | $145 |
| EDWARD LIFESCIENCES CORP | 2012-12 | PURCHASE | 2014-02 | $201 | $279 | -$78 |
| FAMILY DOLLAR STORES | 2012-07 | PURCHASE | 2014-01 | $384 | $395 | -$11 |
| FAMILY DOLLAR STORES | 2012-07 | PURCHASE | 2014-04 | $1,158 | $1,317 | -$159 |
| FEDEX CORP | 2012-07 | PURCHASE | 2014-02 | $912 | $619 | $293 |
| FEDEX CORP | 2012-07 | PURCHASE | 2014-02 | $266 | $177 | $89 |
| IBM | 2012-09 | PURCHASE | 2014-01 | $1,064 | $1,172 | -$108 |
| IBM | 2012-09 | PURCHASE | 2014-01 | $532 | $620 | -$88 |
| KINDER MORGAN INCORP | 2012-08 | PURCHASE | 2014-02 | $575 | $657 | -$82 |
| KINDER MORGAN INCORP | 2012-08 | PURCHASE | 2014-06 | $849 | $876 | -$27 |
| KINDER MORGAN INCORP | 2013-02 | PURCHASE | 2014-06 | $813 | $855 | -$42 |
| KINDER MORGAN INCORP | 2013-04 | PURCHASE | 2014-06 | $460 | $508 | -$48 |
| MICROSOFT CORP | 2012-07 | PURCHASE | 2014-07 | $1,395 | $904 | $491 |
| MONSANTO CO | 2012-07 | PURCHASE | 2014-03 | $338 | $257 | $81 |
| PHILIP MORRIS INTL INC | 2012-07 | PURCHASE | 2014-03 | $1,127 | $1,240 | -$113 |
| STARBUCKS CORP | 2012-07 | PURCHASE | 2014-01 | $738 | $520 | $218 |
| VERIZON COMMUNICATIONS | 2012-07 | PURCHASE | 2014-02 | $651 | $625 | $26 |
| VERIZON COMMUNICATIONS | 2012-07 | PURCHASE | 2014-07 | $713 | $625 | $88 |
| WHOLE FOODS MARKETS INC | 2013-04 | PURCHASE | 2014-07 | $967 | $1,152 | -$185 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (6 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| MS-ACCT - 676-307601 | $1,654,720 | $1,692,031 |
| MS-ACCT 676-307603 | $52,114 | $47,298 |
| MS-ACCT - 676-307600 | $232,328 | $452,965 |
| MS-ACCT - 676-307612 | $111,254 | $138,382 |
| MS-ACCT - 676-307613 | $111,062 | $152,912 |
| M/S COST BASIS ADJUSTMENTS |
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 | $327,369 | BookValueAmt |
| EOYFMV | $327,369 | EOYFMVAmt |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | UNREALIZED CAPITAL LOSSES | Desc |
| Amt | $6,799 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| EXPENSES | ||||
| BANK CHARGES | $606 | $303 | $303 | $303 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (6 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt |
|---|---|---|---|
| JPM ALERIAN MLP INDEX ETN (AM | $3,268 | $3,268 | $3,268 |
| MS/FIDELITY-676-307603-BASIS | $22 | $22 | $22 |
| MS-362106680031-BASIS ADJ. | $71 | $71 | $71 |
| MS-362117361031-BASIS ADJ. | $24 | $24 | $24 |
| NET INCOME INSTANT BINGO CARD | $19,122 | $19,122 | $19,122 |
| AMERICAN EXPRESS REBATES | $2,160 | $2,160 |
Other Notes Loans Rcvbl Short Sch2 OtherNotesLoansRcvblShortSch2
Other Notes Loans Rcvbl Short OtherNotesLoansRcvblShortGrp (4 entries)
| Balance DueBalanceDueAmt |
|---|
| CONG AHAVAS SHOLOM LOAN |
| ALCEON FUND |
| $837,954 |
| MOSDOS OHR HATORAH |
| $55,000 |
| FINAL 2013 SFD DISTRIBUTION |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt |
|---|---|---|---|
| TRUSTEE FEE | |||
| MORGAN STANLEY - AGENCY FEES | $5,865 | $5,865 | $5,865 |
| OTHER ADMINISTRATIVE FEES |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (4 entries)
| CategoryCategoryTxt | AmtAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|---|---|
| OHIO CHARITIBLE REGISTRATION FEE | $200 | $200 | $200 | |
| FOREIGN TAXES ON DIVIDENDS | $555 | $555 | $555 | |
| FEDERAL EXCISE TAX | $4,200 | $4,200 | $4,200 | |
| OHIO GAMING LICENSE | $500 | $500 | $500 |
Comments