SAUL SCHOTTENSTEIN FOUNDATION B: Form 990PF, tax year 2013

View the entire original 990 at ProPublica ↗

Organization
SAUL SCHOTTENSTEIN FOUNDATION B (EIN 27-0167751)
Tax period
2013-01-01 to 2013-12-31
Filed
2014-05-14
IRS object ID
201421349349102052
Schema version
2013v3.0
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)
Return2014-05-14T13:14:19-05:00ReturnTs
Tax Period End2013-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN310800053PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1CLARK SCHAEFER HACKETT & COBusinessNameLine1

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line110100 INNOVATION DR SUITE 400AddressLine1
CityDAYTONCity
StateOHState
ZIP Code45342ZIPCode
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2013-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN270167751EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1SAUL SCHOTTENSTEIN FOUNDATION BBusinessNameLine1
FieldValueIRS element (for citing)
Business Name ControlSAULBusinessNameControlTxt
Phone5136212666PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1441 VINE STREET NO 3700AddressLine1
CityCINCINNATICity
StateOHState
ZIP Code452023009ZIPCode

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonJEFFREY HARRISPersonNm
Person TitlePRESIDENTPersonTitleTxt
Phone5136212666PhoneNum
Signature2014-05-13SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonSTEPHANIE R PYLES CPAPreparerPersonNm
PTINP00613386PTIN
Phone9372260070PhoneNum
Preparation2014-05-13PreparationDt
FieldValueIRS element (for citing)
Tax2013TaxYr
Build TS2015-12-30 17:16:21ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$6,912,409FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Schedule B Not RequiredYes (X)ScheduleBNotRequiredInd
Interest On Sav Rev And Expnss$380InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$25InterestOnSavNetInvstIncmAmt
Dividends Rev And Expnss$65,556DividendsRevAndExpnssAmt
Dividends Net Invst Incm$65,556DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$61,842NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$216,407GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$61,842CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$127,778TotalRevAndExpnssAmt
Total Net Invst Incm$127,423TotalNetInvstIncmAmt
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$24,000OthEmplSlrsWgsRevAndExpnssAmt
Oth Empl Slrs Wgs Net Invst Incm$0OthEmplSlrsWgsNetInvstIncmAmt
Oth Empl Slrs Wgs Dsbrs Chrtbl$24,000OthEmplSlrsWgsDsbrsChrtblAmt
Accounting Fees Rev And Expnss$4,561AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$2,000AccountingFeesNetInvstIncmAmt
Accounting Fees Chrtbl Prps$2,561AccountingFeesChrtblPrpsAmt
Other Prof Fees Rev And Expnss$954OtherProfFeesRevAndExpnssAmt
Other Prof Fees Net Invst Incm$0OtherProfFeesNetInvstIncmAmt
Other Prof Fees Dsbrs Chrtbl$954OtherProfFeesDsbrsChrtblAmt
Taxes Rev And Expnss$2,940TaxesRevAndExpnssAmt
Taxes Net Invst Incm$965TaxesNetInvstIncmAmt
Taxes Dsbrs Chrtbl$1,975TaxesDsbrsChrtblAmt
Trav Conf Meeting Rev And Expnss$16,280TravConfMeetingRevAndExpnssAmt
Trav Conf Meeting Net Invst Incm$0TravConfMeetingNetInvstIncmAmt
Trav Conf Meeting Dsbrs Chrtbl$16,280TravConfMeetingDsbrsChrtblAmt
Printing And Pub Rev And Expnss$48PrintingAndPubRevAndExpnssAmt
Printing And Pub Net Invst Incm$0PrintingAndPubNetInvstIncmAmt
Printing And Pub Dsbrs Chrtbl$48PrintingAndPubDsbrsChrtblAmt
Other Expenses Rev And Expnss$56,820OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$11,038OtherExpensesNetInvstIncmAmt
Other Expenses Dsbrs Chrtbl$34,940OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$105,603TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$14,003TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$80,758TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$355,713ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$355,713ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$461,316TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$14,003TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$436,471TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses-$333,538ExcessRevenueOverExpensesAmt
Net Investment Income$113,420NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$9CashBOYAmt
Cash EOY$175CashEOYAmt
Cash EOYFMV$175CashEOYFMVAmt
Sav And Temp Cash Invst BOY$4,921,950SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$2,437,041SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$2,437,041SavAndTempCashInvstEOYFMVAmt
Corporate Stock BOY$1,678,601CorporateStockBOYAmt
Corporate Stock EOY$3,679,148CorporateStockEOYAmt
Corporate Stock EOYFMV$4,318,596CorporateStockEOYFMVAmt
Corporate Bonds BOY$0CorporateBondsBOYAmt
Corporate Bonds EOY$147,908CorporateBondsEOYAmt
Corporate Bonds EOYFMV$141,036CorporateBondsEOYFMVAmt
Invst Land Cost Or Other Basis$2,951InvstLandCostOrOtherBasisAmt
Invst Land Accum Depreciation$2,951InvstLandAccumDepreciationAmt
Other Investments BOY$13,788OtherInvestmentsBOYAmt
Other Investments EOY$16,538OtherInvestmentsEOYAmt
Other Investments EOYFMV$15,561OtherInvestmentsEOYFMVAmt
Total Assets BOY$6,614,348TotalAssetsBOYAmt
Total Assets EOY$6,280,810TotalAssetsEOYAmt
Total Assets EOYFMV$6,912,409TotalAssetsEOYFMVAmt
Total Liabilities BOY$0TotalLiabilitiesBOYAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Organization Follows SFAS117Yes (X)OrganizationFollowsSFAS117Ind
Unrestricted BOY$6,614,348UnrestrictedBOYAmt
Unrestricted EOY$6,280,810UnrestrictedEOYAmt
Tot Net Ast Or Fund Balances BOY$6,614,348TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$6,280,810TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$6,614,348TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$6,280,810TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$6,614,348TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses-$333,538ExcessRevenueOverExpensesAmt
Other Increases$0OtherIncreasesAmt
Subtotal$6,280,810SubtotalAmt
Other Decreases$0OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$6,280,810TotNetAstOrFundBalancesEOYAmt

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$29,938$31,315-$1,377-$1,377
US BANK #7500 LONG-TERM COVERED$103,170$62,664$40,506$40,506
US BANK #7500 LONG-TERM NON-COVERED$78,750$59,010$19,740$19,740
US BANK #7900 SHORT-TERM COVERED$1,494$1,563-$69-$69
US BANK #7900 SHORT-TERM NON-COVERED$11$13-$2-$2
CAPITAL GAINS DIVIDENDS$3,044$3,044$3,044P
FieldValueIRS element (for citing)
Capital Gain Net Income$61,842CapitalGainNetIncomeAmt

Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp

FieldValueIRS element (for citing)
Liable Section4942 Tax0LiableSection4942TaxInd
Adjusted Qlfy Distri Yr1$276,617AdjustedQlfyDistriYr1Amt
Net Vl Noncharitable Assets Yr1$6,362,952NetVlNoncharitableAssetsYr1Amt
Distribution Yr10.043473DistributionYr1Rt
Adjusted Qlfy Distri Yr2$305,000AdjustedQlfyDistriYr2Amt
Net Vl Noncharitable Assets Yr2$6,108,035NetVlNoncharitableAssetsYr2Amt
Distribution Yr20.049934DistributionYr2Rt
Adjusted Qlfy Distri Yr3$182,778AdjustedQlfyDistriYr3Amt
Net Vl Noncharitable Assets Yr3$6,082,085NetVlNoncharitableAssetsYr3Amt
Distribution Yr30.030052DistributionYr3Rt
Adjusted Qlfy Distri Yr4$11,600AdjustedQlfyDistriYr4Amt
Net Vl Noncharitable Assets Yr4$1,475,616NetVlNoncharitableAssetsYr4Amt
Distribution Yr40.007861DistributionYr4Rt
Total Distribution0.131320TotalDistributionRt
Average Distribution0.032830AverageDistributionRt
Net Vl Noncharitable Assets$6,549,799NetVlNoncharitableAssetsAmt
Adj Net Vl Noncharitable Assets$215,030AdjNetVlNoncharitableAssetsAmt
Net Investment Income Pct$1,134NetInvestmentIncomePctAmt
Adj Nonchrtbl Net Invst Incm Pct$216,164AdjNonchrtblNetInvstIncmPctAmt
Qualifying Distributions$436,471QualifyingDistributionsAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Domestic Org Meeting Sect4940eYes (X)DomesticOrgMeetingSect4940eInd
Investment Income Excise Tax$1,134InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$1,134SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$1,134TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$835EstimatedPlusOvpmtIncmTxAmt
Total Payments And Credits$835TotalPaymentsAndCreditsAmt
Es Penalty$4EsPenaltyAmt
Tax Due$303TaxDueAmt

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 GenYes (1)Form990PFFiledWithAttyGenInd
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 HARRISBusinessNameLine1
FieldValueIRS element (for citing)
Phone5136212666PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line1441 VINE STREET NO 3700AddressLine1
CityCINCINNATICity
StateOHState
ZIP Code452023009ZIPCode
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 LANEAddressLine1
CityCINCINNATICity
StateOHState
ZIP Code45208ZIPCode
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$6,573,370AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$76,172AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$6,649,542TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$6,649,542AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$99,743CashDeemedCharitableAmt
Net Vl Noncharitable Assets$6,549,799NetVlNoncharitableAssetsAmt
Minimum Investment Return$327,490MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$327,490MinimumInvestmentReturnAmt
Tax Based On Investment Income$1,134TaxBasedOnInvestmentIncomeAmt
Total Tax$1,134TotalTaxAmt
Distributable Before Adj$326,356DistributableBeforeAdjAmt
Recoveries Qualfied Distri$0RecoveriesQualfiedDistriAmt
Distributable Before Ded$326,356DistributableBeforeDedAmt
Deduction From Distributable$0DeductionFromDistributableAmt
Distributable As Adjusted$326,356DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$436,471ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Qualifying Distributions$436,471QualifyingDistributionsAmt
Pct Sect4940e Org Net Invst Incm$1,134PctSect4940eOrgNetInvstIncmAmt
Adjusted Qualifying Distri$435,337AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$326,356DistributableAsAdjustedAmt
Undistributed Income PY$223,384UndistributedIncomePYAmt
Total For Prior Years$0TotalForPriorYearsAmt
Total Excess Distribution Cyov$0TotalExcessDistributionCyovAmt
Qualifying Distributions$436,471QualifyingDistributionsAmt
Applied To Year1$223,384AppliedToYear1Amt
Applied To Prior Years$0AppliedToPriorYearsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$213,087AppliedToCurrentYearAmt
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$113,269UndistributedIncomeCYAmt
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 (39 entries)

Address Line1RecipientUSAddress/AddressLine1CityRecipientUSAddress/CityStateRecipientUSAddress/StateZIP CodeRecipientUSAddress/ZIPCodeRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
JASON'S CONNECTION
441 VINE ST SUITE 3700CINCINNATIOH45249501(C)(3)TO SUPPORT PROGRAMS$170,382
CITY GOSPEL MISSION
1419 ELM STREETCINCINNATIOH45249501(C)(3)TO SUPPORT PROGRAMS$60
FRIENDS OF CEDAR VILLAGE
5467 CEDAR VILLAGE DRIVEMASONOH45040501(C)(3)TO SUPPORT PROGRAMS$100
PENLAND SCHOOL OF CRAFTS
67 DORAS TRAILPENLANDNC28765501(C)(3)TO SUPPORT PROGRAMS$100
FRANKLIN ACADEMY
140 RIVER ROADEAST HADDAMCT06423501(C)(3)TO SUPPORT PROGRAMS$100
SKIDMORE COLLEGE
815 NORTH BROADWAYSARATOGA SPRINGSNY12866501(C)(3)TO SUPPORT PROGRAMS$16,666
JEWISH FUNDERS NETWORK
150 WEST 30TH STREET SUITE 900NEW YORKNY10001501(C)(3)TO SUPPORT PROGRAMS$18,000
BREAKTHROUGH CINCINNATI
6905 GIVEN ROADCINCINNATIOH45243501(C)(3)TO SUPPORT PROGRAMS$2,700
FRACTURED ATLAS
248 W 35TH STREET 10TH FLOORNEW YORKNY10001501(C)(3)TO SUPPORT PROGRAMS$1,000
4 PAWS FOR ABILITY
253 DAYTON AVENUEXENIAOH45385501(C)(3)TO SUPPORT PROGRAMS$2,000
JEWISH COMMUNITY CENTER OF N VIRGINIA
8900 LITTLE RIVER TURNPIKEFAIRFAXVA22031501(C)(3)TO SUPPORT PROGRAMS$5,000
JEWISH FAMILY SERVICE OF HOUSTON
4131 SOUTH BRAESWOODHOUSTONTX77025501(C)(3)TO SUPPORT PROGRAMS$6,000
THE BOSTON JEWISH FILM FESTIVAL
1001 WATERTOWN STREETWEST NEWTONMA02465501(C)(3)TO SUPPORT PROGRAMS$5,000
JEWISH COMMUNITY CENTER OF MANHATTAN
334 AMSTERDAM AVENUENEW YORKNY10023501(C)(3)TO SUPPORT PROGRAMS$76,000
WEINSTEIN JEWISH COMMUNITY CENTER
5403 MONUMENT AVENUERICHMONDVA23226501(C)(3)TO SUPPORT PROGRAMS$5,000
CONTEMPRARY ARTS CENTER
44 EAST SIXTH STREETCINCINNATIOH45202501(C)(3)TO SUPPORT PROGRAMS$26,250
REELABILITIES NY DIABILITIES FILM FESTIVAL
334 AMSTERDAM AVENUENEW YORKNY10023501(C)(3)TO SUPPORT PROGRAMS$900
VISIONARIES & VOICES
3841 SPRING GROVE AVECINCINNATIOH45223501(C)(3)TO SUPPORT PROGRAMS$100
JFUNDERSORG
150 WEST 30TH STREET SUITE 900NEW YORKNY10001501(C)(3)TO SUPPORT PROGRAMS$200
PARTNERSHIP RESOURCES INC
4226 PARK GLEN ROADST LOUISMN55416501(C)(3)TO SUPPORT PROGRAMS$5,000
VSA OHIO
77 S HIGH STREET 2ND FLOORCOLUMBUSOH43215501(C)(3)TO SUPPORT PROGRAMS$5,000
CARACOLE
4138 HAMILTON AVENUECINCINNATIOH45223501(C)(3)TO SUPPORT PROGRAMS$80
JFILM
234 MCKEE PLACEPITTSBURGHPA15213501(C)(3)TO SUPPORT PROGRAMS$5,000
ALUMNI ASSOCIATION OF CCNY
PO BOX 177NEW YORKNY100270177501(C)(3)TO SUPPORT PROGRAMS$500
COLLEGE OF MOUNT ST JOSEPH
5701 DELHI ROADCINCINNATIOH45233501(C)(3)TO SUPPORT PROGRAMS$400
GREATER CINCINNATI TENNIS ASSN
PO BOX 30197CINCINNATIOH45230501(C)(3)TO SUPPORT PROGRAMS$200
SPRINGER SCHOOL AND CENTER
2121 MADISON ROADCINCINNATIOH45208501(C)(3)TO SUPPORT PROGRAMS$200
AULT PARK ADVISOR
950 EDEN PARK DRIVECINCINNATIOH45202501(C)(3)TO SUPPORT PROGRAMS$100
XAVIER UNIVERSITY
3800 VICTORY PARKWAYCINCINNATIOH45207501(C)(3)TO SUPPORT PROGRAMS$375
MAYERSON JEWISH COMMUNITY CENTER
8485 RIDGE ROADCINCINNATIOH45236501(C)(3)TO SUPPORT PROGRAMS$250
BRANDON GROMADA HEAD NECK CANCER FOUNDATION
100 E RIVERCENTER BLVD SUITE 400COVINGTONKY41011501(C)(3)TO SUPPORT PROGRAMS$300
LEGAL AID SOCIETY
215 EAST NINTH STREET SUITE 200CINCINNATIOH45202501(C)(3)TO SUPPORT PROGRAMS$100
EDEN VILLAGE CAMP
392 DENNYTOWN ROADPUTNAM VALLEYNY10579501(C)(3)TO SUPPORT PROGRAMS$300
CINCINNATI HEBREW DAY SCHOOL
2222 LOSANTIVILLE AVECINCINNATIOH45237501(C)(3)TO SUPPORT PROGRAMS$500
LIVING ARRANGEMENTS FOR THE DEVELOPMENTALLY DISABLED
3603 VICTORY PARKWAYCINCINNATIOH45229501(C)(3)TO SUPPORT PROGRAMS$250
CONGREGATION BETH
10001 LOVELAND-MADEIRA ROADLOVELANDOH45140501(C)(3)TO SUPPORT PROGRAMS$400
STARFIRE COUNCIL
5030 OAKLAWN DRIVECINCINNATIOH45227501(C)(3)TO SUPPORT PROGRAMS$1,000
SEVEN HILLS SCHOOL
5400 RED BANK ROADCINCINNATIOH45227501(C)(3)TO SUPPORT PROGRAMS$100
BIG BROTHERS BIG SISTERS
2400 READING ROADCINCINNATIOH45202501(C)(3)TO SUPPORT PROGRAMS$100
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$355,713TotalGrantOrContriPdDurYrAmt
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$380ExclusionAmt

Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$65,556ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion$61,842ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$0UnrelatedBusinessTaxblIncmAmt
Exclusion$127,778ExclusionAmt
Related Or Exempt Function Incm$0RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$127,778TotalIncomeProducingActyAmt

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

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail (2 entries)

CategoryCategoryTxtAmtAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
ACCOUNTING FEES$3,170$2,000$1,170
PAYROLL FEES$1,391$0$1,391

Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule

Investments Corporate Bonds InvestmentsCorporateBondsGrp

FieldValueIRS element (for citing)
BondCORPORATE BONDSBondNm
EOY Book Value$147,908EOYBookValueAmt
EOYFMV$141,036EOYFMVAmt

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp

FieldValueIRS element (for citing)
StockCORPORATE STOCKStockNm
EOY Book Value$3,679,148EOYBookValueAmt
EOYFMV$4,318,596EOYFMVAmt

Investments Other Schedule2 InvestmentsOtherSchedule2

Investments Other InvestmentsOtherGrp (2 entries)

Category Or ItemCategoryOrItemTxtListed At Cost Or FMVListedAtCostOrFMVCdBook ValueBookValueAmtEOYFMVEOYFMVAmt
NON-TAXABLE BONDSAT COST$16,538$15,561
PUBLICLY TRADED PARTNERSHIPSAT COST$0$0

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (7 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
ADVERTISING$32,779$0$32,779
BANK FEES$71$71$0
OFFICE EXPENSES$643$0$643
MEALS$1,293$0$1,293
MEMBERSHIP FEES$225$0$225
INVESTMENT FEES$10,967$10,967$0
MISCELLANEOUS$10,842$0$0

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail

FieldValueIRS element (for citing)
CategoryCONTRACT SERVICESCategoryTxt
Amt$954Amt
Net Investment Income$0NetInvestmentIncomeAmt
Disbursements Charitable Prps$954DisbursementsCharitablePrpsAmt

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail (2 entries)

CategoryCategoryTxtAmtAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
PAYROLL TAXES$1,975$0$1,975
FOREIGN TAXES$965$965$0

Comments

Anonymous: no account or email. Up to 2,000 characters, at most one link. Comments are checked automatically; some wait for review.