SAUL SCHOTTENSTEIN FOUNDATION C: Form 990PF, tax year 2013
View the entire original 990 at ProPublica ↗
- Organization
- SAUL SCHOTTENSTEIN FOUNDATION C (EIN 27-0167574)
- Tax period
- 2013-01-01 to 2013-12-31
- Filed
- 2014-11-05
- IRS object ID
- 201423099349100232
- Schema version
- 2013v3.1
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- Accounting Fees Schedule
- Compensation Explanation
- Expln Of Non Filing With AG Stmt
- Gain Loss Sale Other Assets Sch
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Legal Fees Schedule
- Other Assets Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Liabilities Schedule
- Other Notes Loans Rcvbl Short Sch2
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2014-11-05T15:17:52-06:00 | ReturnTs |
| Tax Period End | 2013-12-31 | 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 | BusinessNameLine1 |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 128 W COUNTY LINE RD STE D | AddressLine1 |
| City | WESTERVILLE | City |
| State | OH | State |
| ZIP Code | 43082 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2013-01-01 | 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 | BusinessNameLine1 |
| Business Name Line2 | C/O ARSHOT INVESTMENT CORPORATION | BusinessNameLine2 |
| 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 | AddressLine1 |
| City | COLUMBUS | City |
| State | OH | State |
| ZIP Code | 43215 | ZIPCode |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | THOMAS H SCHOTTENSTEIN | PersonNm |
| Person Title | PRESIDENT/TRUSTEE | PersonTitleTxt |
| Phone | 6144639730 | PhoneNum |
| Signature | 2014-11-03 | 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 | 2014-11-05 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2013 | TaxYr |
| Build TS | 2015-12-30 17:16:21Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $5,924,059 | 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 | $180 | ContriRcvdRevAndExpnssAmt |
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Interest On Sav Rev And Expnss | $120,592 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $120,592 | InterestOnSavNetInvstIncmAmt |
| Interest On Savings Adj Net Incm | $120,592 | InterestOnSavingsAdjNetIncmAmt |
| Dividends Rev And Expnss | $62,545 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $62,545 | DividendsNetInvstIncmAmt |
| Dividends Adj Net Incm | $62,545 | DividendsAdjNetIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $103,828 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $515,123 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $11,515 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $12,579 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $11,138 | OtherIncomeNetInvstIncmAmt |
| Other Income Adj Net Incm | $12,579 | OtherIncomeAdjNetIncmAmt |
| Total Rev And Expnss | $299,724 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $205,790 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $195,716 | TotalAdjNetIncmAmt |
| Legal Fees Rev And Expnss | $6,930 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $6,930 | LegalFeesNetInvstIncmAmt |
| Legal Fees Adj Net Incm | $6,930 | LegalFeesAdjNetIncmAmt |
| Accounting Fees Rev And Expnss | $4,395 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $2,198 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $2,198 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $2,197 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $9,743 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $9,159 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Adj Net Incm | $9,159 | OtherProfFeesAdjNetIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $584 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $1,573 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $1,373 | TaxesNetInvstIncmAmt |
| Taxes Adj Net Incm | $1,373 | TaxesAdjNetIncmAmt |
| Taxes Dsbrs Chrtbl | $200 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $58 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $29 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Adj Net Incm | $29 | OtherExpensesAdjNetIncmAmt |
| Other Expenses Dsbrs Chrtbl | $29 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $22,699 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $19,689 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $19,689 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $3,010 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $338,453 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $338,453 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $361,152 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $19,689 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $19,689 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $341,463 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$61,428 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $186,101 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $176,027 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $2,257,032 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $2,286,411 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $2,286,411 | SavAndTempCashInvstEOYFMVAmt |
| Other Nts And Loans Rcvbl | $850,153 | OtherNtsAndLoansRcvblAmt |
| Other Nts And Loans Rcvbl BOY | $903,856 | OtherNtsAndLoansRcvblBOYAmt |
| Other Nts And Loans Rcvbl EOY | $850,153 | OtherNtsAndLoansRcvblEOYAmt |
| Other Nts And Loans Rcvbl EOYFMV | $850,153 | OtherNtsAndLoansRcvblEOYFMVAmt |
| Corporate Stock BOY | $2,114,582 | CorporateStockBOYAmt |
| Corporate Stock EOY | $2,080,598 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $2,462,791 | CorporateStockEOYFMVAmt |
| Other Investments BOY | $327,825 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $324,704 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $324,704 | OtherInvestmentsEOYFMVAmt |
| Other Assets BOY | $2 | OtherAssetsBOYAmt |
| Total Assets BOY | $5,603,297 | TotalAssetsBOYAmt |
| Total Assets EOY | $5,541,866 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $5,924,059 | TotalAssetsEOYFMVAmt |
| Accounts Payable BOY | $3 | AccountsPayableBOYAmt |
| Total Liabilities BOY | $3 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
| Unrestricted BOY | $5,603,294 | UnrestrictedBOYAmt |
| Unrestricted EOY | $5,541,866 | UnrestrictedEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $5,603,294 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $5,541,866 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $5,603,297 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $5,541,866 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $5,603,294 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$61,428 | ExcessRevenueOverExpensesAmt |
| Subtotal | $5,541,866 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $5,541,866 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $11,515 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $511,179 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $5,941,353 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.086037 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $366,072 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $5,888,450 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.062168 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $322,571 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $6,122,423 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.052687 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $260,212 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $5,953,086 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.043710 | DistributionYr4Rt |
| Total Distribution | 0.244602 | TotalDistributionRt |
| Average Distribution | 0.061151 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $4,751,172 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $290,539 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $1,861 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $292,400 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $341,463 | 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 | $1,861 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $1,861 | SubtotalAmt |
| Tax Based On Investment Income | $1,861 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $180 | EstimatedPlusOvpmtIncmTxAmt |
| Applied To Es Tax | $2,700 | AppliedToEsTaxAmt |
| Total Payments And Credits | $2,880 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $14 | EsPenaltyAmt |
| Overpayment | $1,005 | OverpaymentAmt |
| Applied To ES Tax | $1,005 | 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 | AddressLine1 |
| Address Line2 | 3RD FLOOR | AddressLine2 |
| City | COLUMBUS | City |
| State | OH | State |
| ZIP Code | 43215 | ZIPCode |
| 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 | AddressLine1 |
| Address Line2 | 107 S HIGH ST - 3RD FLOOR | AddressLine2 |
| City | COLUMBUS | City |
| State | OH | State |
| ZIP Code | 43215 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Title | PRESIDENT | TitleTxt |
| Average Hrs Per Wk Devoted To Pos | 25.00 | AverageHrsPerWkDevotedToPosRt |
| Compensation | $0 | CompensationAmt |
| Employee Benefit Program | $0 | EmployeeBenefitProgramAmt |
| Expense Account Other Allwnc | $0 | ExpenseAccountOtherAllwncAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| 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 | $3,651,803 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $1,171,722 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $4,823,525 | TotalFMVOfUnusedAssetsAmt |
| Adjusted Total FMV Of Unused Ast | $4,823,525 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $72,353 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $4,751,172 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $237,559 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $237,559 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $1,861 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $1,861 | TotalTaxAmt |
| Distributable Before Adj | $235,698 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $235,698 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $235,698 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $341,463 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $341,463 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $1,861 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $339,602 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $235,698 | DistributableAsAdjustedAmt |
| Excess Distribution Cyov Yr4 | $160,864 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $17,398 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $72,107 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $215,743 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $466,112 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $341,463 | QualifyingDistributionsAmt |
| Applied To Current Year | $235,698 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $105,765 | RemainingDistriFromCorpusAmt |
| Total Corpus | $571,877 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov To Next Yr | $571,877 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $160,864 | ExcessFromYear4Amt |
| Excess From Year3 | $17,398 | ExcessFromYear3Amt |
| Excess From Year2 | $72,107 | ExcessFromYear2Amt |
| Excess From Year1 | $215,743 | ExcessFromYear1Amt |
| Excess From Current Year | $105,765 | 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 | AddressLine1 |
| City | COLUMBUS | City |
| State | OH | State |
| ZIP Code | 43215 | ZIPCode |
| 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 (133 entries)
| Address Line1RecipientUSAddress/AddressLine1 | CityRecipientUSAddress/City | StateRecipientUSAddress/State | ZIP CodeRecipientUSAddress/ZIPCode | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2 | Address Line1RecipientForeignAddress/AddressLine1 | CityRecipientForeignAddress/City | Province Or StateRecipientForeignAddress/ProvinceOrState | CountryRecipientForeignAddress/Country | Postal CodeRecipientForeignAddress/PostalCode | Business Name Line2RecipientBusinessName/BusinessNameLine2 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 770 MOSHIACH COMMUNITY CENTER | ||||||||||||||
| 4538 INVERRARY BLVD | LAUDERFILL | FL | 33319 | NONE | COMPLETED | GENERAL OPERATIONS | $360 | |||||||
| AGUDAT CHAODEL MALKA | ||||||||||||||
| 2117 UNION ST | SCHENECTADY | NY | 12309 | NONE | COMPLETED | GENERAL OPERATIONS | $90 | |||||||
| AQUDATH ISRAEL | ||||||||||||||
| 42 BROADWAY | NEW YORK | NY | 10004 | NONE | COMPLETED | GENERAL OPERATIONS | $216 | |||||||
| AGUDATH ISRAEL IL | ||||||||||||||
| 3542 WEST PATTERSON AVE | CHICAGO | IL | 606593211 | NONE | COMPLETED | GENERAL OPERATIONS | $4,750 | |||||||
| AHAVAS CHESED | ||||||||||||||
| 720 LEFFERTS AVE | BROOKLYN | NY | 11203 | NONE | COMPLETED | GENERAL OPERATIONS | $180 | |||||||
| ALEPH INSTITUTE | ||||||||||||||
| 9540 COLLINS AVE | SURFSIDE | FL | 33154 | NONE | COMPLETED | GENERAL OPERATIONS | $31,000 | |||||||
| ALIYA GIRLS | ||||||||||||||
| 525-527 E NEW YORK AVE | BROOKLYN | NY | 11225 | NONE | COMPLETED | GENERAL OPERATIONS | $540 | |||||||
| AMERICAN FRIENDS OF OHEV YISOEL | ||||||||||||||
| 5314 18TH AVE | BROOKLYN | NY | 11204 | NONE | COMPLETED | GENERAL OPERATIONS | $270 | |||||||
| AMERICAN FRIENDS OF UN WATCH | ||||||||||||||
| 165 EAST 56TH ST | NEW YORK | NY | 10022 | NONE | COMPLETED | GENERAL OPERATIONS | $180 | |||||||
| AMERICAN FRIENDS OF YAD ELIEZAR | ||||||||||||||
| 1102 E 28TH ST | BROOKLYN | NY | 11210 | NONE | COMPLETED | GENERAL OPERATIONS | $4,500 | |||||||
| AMERICAN FRIENDS OF MICHKANE MEIR | ||||||||||||||
| 1274 49TH ST | BROOKLYN | NY | 112193011 | NONE | COMPLETED | GENERAL OPERATIONS | $612 | |||||||
| AMERICAN FRIENDS OF YESHIVAT ATERET | ||||||||||||||
| 1601 BRONXDALE AVE | BRONX | NY | 104623364 | NONE | COMPLETED | GENERAL OPERATIONS | $360 | |||||||
| AMERICAN YEDIDIM | ||||||||||||||
| 120 ALAN COURT | LAKEWOOD | NJ | 08701 | NONE | COMPLETED | GENERAL OPERATIONS | $250 | |||||||
| AVNER INSTITUTE | ||||||||||||||
| 1526 UNION ST | BROOKLYN | NY | 11213 | NONE | COMPLETED | GENERAL OPERATIONS | $2,340 | |||||||
| BAIS CHAYA MUSHKA CHABAD-SCHOOL | ||||||||||||||
| 9051 W PICO BLVD | LOS ANGELES | CA | 90035 | NONE | COMPLETED | GENERAL OPERATIONS | $5,400 | |||||||
| BAIS NOCHUM | ||||||||||||||
| 151 S DETROIT ST | LOS ANGELES | CA | 90034 | NONE | COMPLETED | GENERAL OPERATIONS | $180 | |||||||
| BARBARA TIPPIE CHARITIES | ||||||||||||||
| 3202 FAYCREST RD | COLUMBUS | OH | 43232 | NONE | COMPLETED | GENERAL OPERATIONS | $25 | |||||||
| BETH JACOB HACHASSIDI | ||||||||||||||
| 4403 15TH AVE-SUITE 432 | BROOKLYN | NY | 11219 | NONE | COMPLETED | GENERAL OPERATIONS | $1,800 | |||||||
| BETH TORAH CONGREGATION-TORAH CENTE | ||||||||||||||
| 2942 EAST BROAD ST | COLUMBUS | OH | 43209 | NONE | COMPLETED | GENERAL OPERATIONS | $1,000 | |||||||
| BRIT YOSEF YITZCHAK OF AMERICA INC | ||||||||||||||
| 10080 BAY HARBOR | TER BAY HARBOR ISLANDS | FL | 33154 | NONE | COMPLETED | GENERAL OPERATIONS | $2,520 | SUITE 203 | ||||||
| CAMP GAN ISRAEL | ||||||||||||||
| 487 PARKSVILLE RD | PARKSVILLE | NY | 12768 | NONE | COMPLETED | GENERAL OPERATIONS | $1,800 | |||||||
| CENTRAL COMMITTEE KNESSETH ISRAEL | ||||||||||||||
| 5014 16TH AVENUE | BROOKLYN | NY | 11204 | NONE | COMPLETED | GENERAL OPERATIONS | $360 | |||||||
| CHABAD OF WASHINGTN HEIGHTS | ||||||||||||||
| 50 OVERLOOK TERRACE | NEW YORK | NY | 10033 | NONE | COMPLETED | GENERAL OPERATIONS | $3,240 | |||||||
| CHABAD CHAI CENTER | ||||||||||||||
| NONE | COMPLETED | GENERAL OPERATIONS | $537 | 5120 DECOURTRAI 170 | MONTREAL | QUEBEC | CA | H3W 147 | ||||||
| CHABAD LUBAVITCH OF SAMFORD | ||||||||||||||
| 18 CEIL ROAD | TRUMBULL | CT | 066113419 | NONE | COMPLETED | GENERAL OPERATIONS | $450 | |||||||
| CHABAD LUBAVITCHKEREN TEULOS | ||||||||||||||
| 770 EASTERN PARKWAY | BROOKLYN | NY | 11213 | NONE | COMPLETED | GENERAL OPERATIONS | $900 | |||||||
| CHABAD OD BEVERLY HILLS | ||||||||||||||
| 1016 CORY AVE | BEVERLY HILLS | CA | 90069 | NONE | COMPLETED | GENERAL OPERATIONS | $1,800 | |||||||
| CHABAD OF BOCAS | ||||||||||||||
| NONE | COMPLETED | GENERAL OPERATIONS | $414 | DEL TORO | DEL TORO | PANAMA | PM | |||||||
| CHABAD OF COZUMEL MEXICO | ||||||||||||||
| 701 EMPIRE BLVD | BROOKLYN | NY | 11213 | NONE | COMPLETED | GENERAL OPERATIONS | $540 | |||||||
| CHABAD OF CRIMEA | ||||||||||||||
| 1601 UNION ST | BROOKLYN | NY | 11213 | NONE | COMPLETED | GENERAL OPERATIONS | $432 | |||||||
| CHABAD OF HAWAII | ||||||||||||||
| 410 ATKINSON DR | HONOLULU | HI | 96814 | NONE | COMPLETED | GENERAL OPERATIONS | $250 | |||||||
| CHABAD OF LONG ISLAND CITY | ||||||||||||||
| 47-31 VERNON BLVD | LONG ISLAND CITY | NY | 11101 | NONE | COMPLETED | GENERAL OPERATIONS | $2,070 | |||||||
| CHABAD OF PROSPECT HTGS & FT GREENE | ||||||||||||||
| 340 STERLING PL | BROOKLYN | NY | 11238 | NONE | COMPLETED | GENERAL OPERATIONS | $1,440 | |||||||
| CHABAD OD SACRAMENTONAPA VALLEY | ||||||||||||||
| 18 LODESTAR LN | NAPA | CA | 94558 | NONE | COMPLETED | GENERAL OPERATIONS | $2,500 | |||||||
| CHABAD OF SUGARLAND | ||||||||||||||
| 2510 CREEK BLUFF LN | MISSOURI CITY | TX | 77459 | NONE | COMPLETED | GENERAL OPERATIONS | $1,173 | |||||||
| CHABAD OF THE HILLS | ||||||||||||||
| 1016 CORY AVE | BEVERLY HILLS | CA | 90069 | NONE | COMPLETED | GENERAL OPERATIONS | $3,060 | |||||||
| CHAYENU | ||||||||||||||
| 1526 UNION ST | BROOKLYN | NY | 11213 | NONE | COMPLETED | GENERAL OPERATIONS | $520 | |||||||
| CHEVRAS AHAVAS ISRAEL | ||||||||||||||
| 313 W 83RD ST | NEW YORK | NY | 10024 | NONE | COMPLETED | GENERAL OPERATIONS | $1,800 | |||||||
| CHILD LIFE SOCIETY | ||||||||||||||
| 1347 43RD ST | BROOKLYN | NY | 11219 | NONE | COMPLETED | GENERAL OPERATIONS | $180 | |||||||
| CHOFETZ CHAIM HERTIAGE | ||||||||||||||
| 361 SPOOK ROCK RD | SUFFERN | NY | 10901 | NONE | COMPLETED | GENERAL OPERATIONS | $900 | |||||||
| CHOFETZ CHAIM YESHIVA | ||||||||||||||
| 82 HIGHVIEW RD | SUFFERN | NY | 10901 | NONE | COMPLETED | GENERAL OPERATIONS | $360 | |||||||
| COLUMBUS JEWISH FOUNDATION | ||||||||||||||
| 1175 COLLEGE AVE | COLUMBUS | OH | 43209 | NONE | COMPLETED | GENERAL OPERATIONS | $360 | |||||||
| COLEL CHABAD | ||||||||||||||
| 806 EASTERN PARKWAY | BROOKLYN | NY | 11213 | NONE | COMPLETED | GENERAL OPERATIONS | $33,818 | |||||||
| COLUMBUS COMMUNITY KOLLEL | ||||||||||||||
| 2513 E MAIN ST | COLUMBUS | OH | 43209 | NONE | COMPLETED | GENERAL OPERATIONS | $40,790 | |||||||
| COLUMBUS TORAH ACADEMY | ||||||||||||||
| 181 NOE BIXBY RD | COLUMBUS | OH | 43213 | NONE | COMPLETED | GENERAL OPERATIONS | $3,000 | |||||||
| CONGREGATION BENEI YAKOV | ||||||||||||||
| 1742 E 7TH ST | BROOKLYN | NY | 11223 | NONE | COMPLETED | GENERAL OPERATIONS | $3,600 | |||||||
| CONGREGATION OSEH | ||||||||||||||
| 4310 16TH AVE | BROOKLYN | NY | 11204 | NONE | COMPLETED | GENERAL OPERATIONS | $970 | TZEDOKO VOCHESED | ||||||
| CONGREGATION SAR SHALOM | ||||||||||||||
| 24 WHISPERING LN | NATIC | MA | 01760 | NONE | COMPLETED | GENERAL OPERATIONS | $180 | |||||||
| CONGREGATION ZICHRON | ||||||||||||||
| 2119 79TH ST | BROOKLYN | NY | 11214 | NONE | COMPLETED | GENERAL OPERATIONS | $7,200 | AVOT-ESRAS ACHIM | ||||||
| CONGREGATION LEVI YITZCHOK | ||||||||||||||
| 365 N LA BREA AVE | LOS ANGELES | CA | 90048 | NONE | COMPLETED | GENERAL OPERATIONS | $126 | |||||||
| CONGREGATION YESHUAS YISROEL | ||||||||||||||
| 1508 WARRENSVILLE CTR RD | CLEVELAND HEIGHTS | OH | 441212632 | NONE | COMPLETED | GENERAL OPERATIONS | $10,000 | |||||||
| CONGREGATION KHAL YEREIM | ||||||||||||||
| 1771 S TAYLOR RD | CLEVELAND HEIGHTS | OH | 44118 | NONE | COMPLETED | GENERAL OPERATIONS | $5,532 | |||||||
| CONGREGATION AHAVAS SHOLOM | ||||||||||||||
| 2568 EBROAD ST | COLUMBUS | OH | 43209 | NONE | COMPLETED | GENERAL OPERATIONS | $22,576 | |||||||
| CONGREGATION AHAVAS CHESED | ||||||||||||||
| 720 LEFFERTS AVE | BROOKLYN | NY | 11203 | NONE | COMPLETED | GENERAL OPERATIONS | $1,000 | |||||||
| CONGREGATION ANASH | ||||||||||||||
| 768 MONTGOMERY ST | BROOKLYN | NY | 112041404 | NONE | COMPLETED | GENERAL OPERATIONS | $90 | |||||||
| CROWN HEIGHTS CSSY | ||||||||||||||
| 593 MONTGOMERY ST | BROOKLYN | NY | 11225 | NONE | COMPLETED | GENERAL OPERATIONS | $720 | |||||||
| DIASPORA YESHIVA TORAS ISRAEL | ||||||||||||||
| 662 LEFFERTS AVE | BROOKLYN | NY | 11203 | NONE | COMPLETED | GENERAL OPERATIONS | $180 | |||||||
| DOWNTOWN JEWISH CENTER CHABAD | ||||||||||||||
| 900 E BROWARD BLVD | FORT LAUDERDALE | FL | 33301 | NONE | COMPLETED | GENERAL OPERATIONS | $1,280 | |||||||
| EDUCATIONAL INSTITUTE OHOLEI TORAH | ||||||||||||||
| 867 EASTERN PARKWAY | BROOKLYN | NY | 11213 | NONE | COMPLETED | GENERAL OPERATIONS | $5,380 | |||||||
| EZER L'ZULAS | ||||||||||||||
| NONE | COMPLETED | GENERAL OPERATIONS | $108 | 2413 HACHOZE MILLUBIN ST | BELITAR EILITE | ISRAEL | IS | 90500 | ||||||
| EZRAT ISRAEL INC | ||||||||||||||
| 806 EASTERN PARKWAY | BROOKLYN | NY | 11213 | NONE | COMPLETED | GENERAL OPERATIONS | $700 | |||||||
| 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 | $2,800 | EZRAT ACHIM INC | ||||||
| FRIENDS OF YAD EZRA V'SHULAMIT | ||||||||||||||
| 3740 WILSHIRE BLVD | LOS ANGELES | CA | 90010 | NONE | COMPLETED | GENERAL OPERATIONS | $3,690 | SUITE 1020 | ||||||
| FRIENDS OF LUBAVITCH | ||||||||||||||
| 1140 ALTON RD | MIAMI BEACH | FL | 33139 | NONE | COMPLETED | GENERAL OPERATIONS | $1,300 | OF FLORIDA INC | ||||||
| FRIENDS OF MOSDOT LIMUDEL LOTTIE | ||||||||||||||
| 11601 FULHAM ST | SILVER SPRING | MD | 20902 | NONE | COMPLETED | GENERAL OPERATIONS | $1,000 | SUITE 96553 | ||||||
| FRIENDS OF YAD SARAH | ||||||||||||||
| 450 PARK AVE-7TH FLOOR | NEW YORK | NY | 10022 | NONE | COMPLETED | GENERAL OPERATIONS | $756 | |||||||
| GIRLS TOWN OR CHABAD | ||||||||||||||
| 1417 CONEY ISLAND AVE | BROOKLYN | NY | 11230 | NONE | COMPLETED | GENERAL OPERATIONS | $306 | |||||||
| GEMACH BAIS BURECH | ||||||||||||||
| 199 LEE AVE PMB 221 | BROOKLYN | NY | 112118036 | NONE | COMPLETED | GENERAL OPERATIONS | $430 | |||||||
| GREAT CHARITY CHAYE OLAM | ||||||||||||||
| 1442 45TH ST | BROOKLYN | NY | 11219 | NONE | COMPLETED | GENERAL OPERATIONS | $360 | |||||||
| GUARD YOUR EYES CORP | ||||||||||||||
| 3918 FALLSTAFF RD | BALTIMORE | MD | 21215 | NONE | COMPLETED | GENERAL OPERATIONS | $1,800 | |||||||
| HEICHAL HATALMUD | ||||||||||||||
| 247 E BROADWAY | NEW YORK | NY | 10002 | NONE | COMPLETED | GENERAL OPERATIONS | $250 | |||||||
| INSTITUTE FOR DAYANIM | ||||||||||||||
| 25625 SOUTHFIELD RD 1078 | SOUTHFIELD | MI | 48075 | NONE | COMPLETED | GENERAL OPERATIONS | $5,220 | |||||||
| JERUSALEM INSTITUTE-MACHON YERUSALA | ||||||||||||||
| NONE | COMPLETED | GENERAL OPERATIONS | $2,000 | HERZI BLVD-PO BOX 100 | JERUSALEM | ISRAEL | IS | |||||||
| JEM-JEWISH EDUCATIONAL MEDIA | ||||||||||||||
| 784 EASTERN PARKWAY | BROOKLYN | NY | 11213 | NONE | COMPLETED | GENERAL OPERATIONS | $1,620 | SUITE 403 | ||||||
| JEWISH CHILDREN'S MUSEUM | ||||||||||||||
| 792 EASTERN AVE | BROOKLYN | NY | 11213 | NONE | COMPLETED | GENERAL OPERATIONS | $13 | |||||||
| JEWISH ULYANOVSK | ||||||||||||||
| 1371 44TH ST | BROOKLYN | NY | 11219 | NONE | COMPLETED | GENERAL OPERATIONS | $360 | |||||||
| KEREN ELUZAR | ||||||||||||||
| 177 LEE AVE | BROOKLYN | NY | 11211 | NONE | COMPLETED | GENERAL OPERATIONS | $306 | |||||||
| KEREN SIMCHAS | ||||||||||||||
| 712 MONTGOMERY ST | BROOKLYN | NY | 11213 | NONE | COMPLETED | GENERAL OPERATIONS | $1,330 | |||||||
| KEREN SIMCHAS CHOSSON V'KALLAH | ||||||||||||||
| 712 MONTGOMERY ST | BROOKLYN | NY | 11213 | NONE | COMPLETED | GENERAL OPERATIONS | $1,675 | |||||||
| KEREN YEHOSHUA V'YISROEL INC | ||||||||||||||
| 125 CAREY ST | LAKEWOOD | NJ | 08701 | NONE | COMPLETED | GENERAL OPERATIONS | $1,800 | |||||||
| KEREN YELED V'YALDA | ||||||||||||||
| 1312 38TH ST | BROOKLYN | NY | 11218 | NONE | COMPLETED | GENERAL OPERATIONS | $1,440 | |||||||
| K'HAL YEREIM | ||||||||||||||
| 1771 S TAYLOR RD | CLEVELAND HEIGHTS | OH | 44118 | NONE | COMPLETED | GENERAL OPERATIONS | $1,720 | |||||||
| KNESSET YEHUDA | ||||||||||||||
| 1218 E 13TH ST | BROOKLYN | NY | 11230 | NONE | COMPLETED | GENERAL OPERATIONS | $540 | |||||||
| KOLLEL YCM-KOLLEL YAD CHAIM MORD | ||||||||||||||
| 2203 S GREEN RD | UNVERSITY HEIGHTS | OH | 44118 | NONE | COMPLETED | GENERAL OPERATIONS | $576 | |||||||
| MACHON DAAS USEFUMA | ||||||||||||||
| 1575 50TH ST | BROOKLYN | NY | 11219 | NONE | COMPLETED | GENERAL OPERATIONS | $1,800 | |||||||
| MAYANOT INSTITUTE OF JEWISH STUDIES | ||||||||||||||
| 225 PARK AVE-SUITE 96553 | NEW YORK | NY | 10003 | NONE | COMPLETED | GENERAL OPERATIONS | $3,042 | |||||||
| MEIR YESAARIM ASSOCIATION | ||||||||||||||
| NONE | COMPLETED | GENERAL OPERATIONS | $36 | 13 LEONARDO DAVINCI ST | TEL-AVIV | ISRAEL | IS | |||||||
| MERKAZ HABRITH | ||||||||||||||
| PO BOX 876 | MONCEY | NY | 10952 | NONE | COMPLETED | GENERAL OPERATIONS | $396 | |||||||
| MERKAZ HATORAH YACHEL YISROEL | ||||||||||||||
| 1301 47TH ST | BROOKLYN | NY | 11219 | NONE | COMPLETED | GENERAL OPERATIONS | $180 | |||||||
| MIKVAH SOCIETY | ||||||||||||||
| 1223 COLLEGE AVE | COLUMBUS | OH | 43209 | NONE | COMPLETED | GENERAL OPERATIONS | $540 | |||||||
| MIRRER YESHIVA | ||||||||||||||
| 1791 OCEAN PARKWAY | BROOKLYN | NY | 11223 | NONE | COMPLETED | GENERAL OPERATIONS | $144 | |||||||
| MISHKAN HACHESSED FUND | ||||||||||||||
| 925 FOREST AVE - 12 | LAKEWOOD | NJ | 08701 | NONE | COMPLETED | GENERAL OPERATIONS | $360 | |||||||
| MOSDOS OHR HATORAH | ||||||||||||||
| 1508 WARRENSVILLE CNT RD | CLEVELAND HEIGHTS | OH | 44121 | NONE | COMPLETED | GENERAL OPERATIONS | $1,000 | |||||||
| NCSY | ||||||||||||||
| 16947 W 10 MILE RD | SOUTHFIELD | MI | 48075 | NONE | COMPLETED | GENERAL OPERATIONS | $1,000 | |||||||
| NEVE YERUSHALAIM COLLEGE | ||||||||||||||
| NONE | COMPLETED | GENERAL OPERATIONS | $360 | 1 BELT YITZCHK ST | JERUSALAM | ISRAEL | IS | |||||||
| OHEL MIRIAM | ||||||||||||||
| 1574 45TH ST | BROOKLYN | NY | 11219 | NONE | COMPLETED | GENERAL OPERATIONS | $180 | |||||||
| OHEV YISRAEL | ||||||||||||||
| 5314 16TH AVE 258 | BROOKLYN | NY | 11204 | NONE | COMPLETED | GENERAL OPERATIONS | $180 | |||||||
| OHOLET TORAH | ||||||||||||||
| 667 EASTERN PARKWAY | BROOKLYN | NY | 11213 | NONE | COMPLETED | GENERAL OPERATIONS | $300 | |||||||
| OHR MENACHEM | ||||||||||||||
| 1729 PRESIDENT ST | BROOKLYN | NY | 11213 | NONE | COMPLETED | GENERAL OPERATIONS | $54 | |||||||
| OHR VDAAS | ||||||||||||||
| 244 ROUTE 306 | MONCEY | NY | 10952 | NONE | COMPLETED | GENERAL OPERATIONS | $500 | |||||||
| OHR ZARUAH | ||||||||||||||
| 1274 49TH ST - SUITE 20 | BROOKLYN | NY | 11219 | NONE | COMPLETED | GENERAL OPERATIONS | $250 | |||||||
| OR CHADASH GIRL'S TOWN | ||||||||||||||
| 1417 CONEY ISLAND AVE | BROOKLYN | NY | 11230 | NONE | COMPLETED | GENERAL OPERATIONS | $750 | |||||||
| P'EYLIM LEV L'ACHIM | ||||||||||||||
| 1034 E 12TH ST | BROOKLYN | NY | 11230 | NONE | COMPLETED | GENERAL OPERATIONS | $4,034 | |||||||
| PRIVATE REDEMPTION FOUNDATION | ||||||||||||||
| 8950 W OLYMPIC BLVD | BEVERLY HILLS | CA | 90211 | NONE | COMPLETED | GENERAL OPERATIONS | $54 | |||||||
| RAV CHASED | ||||||||||||||
| 3054 BEDFORD AVE | BROOKLYN | NY | 11210 | NONE | COMPLETED | GENERAL OPERATIONS | $540 | |||||||
| SCHOTTENSTEIN CHABAD HOUSE | ||||||||||||||
| OSU JEWISH STUDENT CENTER | COLUMBUS | OH | 43201 | NONE | COMPLETED | GENERAL OPERATIONS | $8,420 | 207 E 15TH AVE | ||||||
| SULAM ISRAEL | ||||||||||||||
| 241 VIOLA RD | MONCEY | NY | 10952 | NONE | COMPLETED | GENERAL OPERATIONS | $36 | |||||||
| TAHARATH HAMISHPACHA SOCIETY | ||||||||||||||
| 1223 COLLEGE AVE | COLUMBUS | OH | 43209 | NONE | COMPLETED | GENERAL OPERATIONS | $450 | |||||||
| TALMUDICAL SEMINARY | ||||||||||||||
| 1440 54TH ST | BROOKLYN | NY | 11219 | NONE | COMPLETED | GENERAL OPERATIONS | $1,080 | |||||||
| THE HOLY YESHIVAH & TALMUD TORAH | ||||||||||||||
| 1615 CAROLL ST | BROOKLYN | NY | 11213 | NONE | COMPLETED | GENERAL OPERATIONS | $30,200 | |||||||
| THE LORI SCHOTTENSTEIN | ||||||||||||||
| 6220 E DUBLINGRANVILLE RD | NEW ALBANY | OH | 43054 | NONE | COMPLETED | GENERAL OPERATIONS | $700 | CHABAD CENTER | ||||||
| THE SHUL | ||||||||||||||
| 9540 COLLINS AVE | SURFSIDE | FL | 33154 | NONE | COMPLETED | GENERAL OPERATIONS | $1,440 | |||||||
| TIFERES ACHIM | ||||||||||||||
| 1237 45TH ST | BROOKLYN | NY | 11219 | NONE | COMPLETED | GENERAL OPERATIONS | $180 | |||||||
| TORAH CENTER | ||||||||||||||
| 2942 EAST BROAD ST | COLUMBUS | OH | 43209 | NONE | COMPLETED | GENERAL OPERATIONS | $1,360 | |||||||
| 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 | $2,754 | |||||||
| TORAS CHACHOM CHARITABLE FOUND | ||||||||||||||
| 1419 47TH ST | BROOKLYN | NY | 11219 | NONE | COMPLETED | GENERAL OPERATIONS | $360 | |||||||
| TORAS CHESED INC | ||||||||||||||
| 421 6TH ST | LAKEWOOD | NJ | 08701 | NONE | COMPLETED | GENERAL OPERATIONS | $1,980 | |||||||
| TZEDAKAH V'CHESED | ||||||||||||||
| 236 W 23RD ST | NEW YORK | NY | 10011 | NONE | COMPLETED | GENERAL OPERATIONS | $72 | |||||||
| UNITED LUBAVITCHER YESHIVOTH | ||||||||||||||
| 841-853 OCEAN PARKWAY | BROOKLYN | NY | 11230 | NONE | COMPLETED | GENERAL OPERATIONS | $2,540 | |||||||
| US FRIENDS OF YAD EZRA | ||||||||||||||
| 12A N AIRMONT RD | SUFFERN | NY | 10901 | NONE | COMPLETED | GENERAL OPERATIONS | $930 | |||||||
| VAAS SICHOS | ||||||||||||||
| 788 EASTERN PARKWAY | BROOKLYN | NY | 11213 | NONE | COMPLETED | GENERAL OPERATIONS | $360 | |||||||
| 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 | $1,008 | |||||||
| YAD L'ACHIM | ||||||||||||||
| 4018 18TH AVE | BROOKLYN | NY | 11218 | NONE | COMPLETED | GENERAL OPERATIONS | $1,067 | |||||||
| YAD V'CHESED | ||||||||||||||
| PO BOX 35916 | BRIGHTON | MA | 02135 | NONE | COMPLETED | GENERAL OPERATIONS | $216 | |||||||
| YAGDIL TORAH | ||||||||||||||
| 4403 15TH AVE 388 | BROOKLYN | NY | 11219 | NONE | COMPLETED | GENERAL OPERATIONS | $360 | ROOM 188 | ||||||
| YALDEI SHLUCHEI HAREBBE | ||||||||||||||
| 4403 15TH AVE 388 | BROOKLYN | NY | 11219 | NONE | COMPLETED | GENERAL OPERATIONS | $500 | |||||||
| YESHIVA KEHILLATH YAKOV | ||||||||||||||
| 206 WILSON ST | BROOKLYN | NY | 11211 | NONE | COMPLETED | GENERAL OPERATIONS | $75 | |||||||
| YESHIVA MINCHAS ELUSAR | ||||||||||||||
| 1417 49TH ST | BROOKLYN | NY | 11219 | NONE | COMPLETED | GENERAL OPERATIONS | $180 | |||||||
| YESHIVA OHR ELCHONON CHABAD | ||||||||||||||
| 7215 WARING AVE | LOS ANGELES | CA | 90046 | NONE | COMPLETED | GENERAL OPERATIONS | $11,700 | |||||||
| YESHIVAS BEIS DOVID SHLOMO | ||||||||||||||
| PO BOX 26005 | WEST HAVEN | CT | 06516 | NONE | COMPLETED | GENERAL OPERATIONS | $1,580 | |||||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $338,453 | 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 | $120,592 | RelatedOrExemptFunctionIncmAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $62,545 | RelatedOrExemptFunctionIncmAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 25 | ExclusionCd |
| Exclusion | $11,515 | ExclusionAmt |
| Related Or Exempt Function Incm | $92,313 | RelatedOrExemptFunctionIncmAmt |
Other Revenue Described OtherRevenueDescribedGrp (8 entries)
| DescDesc | Related Or Exempt Function IncmRelatedOrExemptFunctionIncmAmt |
|---|---|
| JPM ALERIAN MLP INDEX ETN ( | $6,238 |
| LEGG MASON BW GLB OPP BD IN | $1,301 |
| MORGAN STANLEY-117337-ADJUS | $3,391 |
| MATTEL, INC | $68 |
| EATON CORP PLC SHS | $22 |
| THE ADT CORPORATION | $11 |
| NET INCOME INSTANT BINGO CA | $107 |
| AMERICAN EXPRESS REBATES | $1,441 |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $11,515 | ExclusionAmt |
| Related Or Exempt Function Incm | $288,029 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $299,544 | 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 | $4,395 | Amt |
| Net Investment Income | $2,198 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $2,198 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $2,197 | DisbursementsCharitablePrpsAmt |
Compensation Explanation CompensationExplanation
Compensation Explanation CompensationExplanationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | THOMAS H SCHOTTENSTEIN | PersonNm |
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 (117 entries)
| AssetAssetDesc | AcquiredAcquiredDt | How AcquiredHowAcquiredTxt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | BasisBasisAmt | Total NetTotalNetAmt |
|---|---|---|---|---|---|---|
| PIMCO ALL ASSET ALL AUTH P | 2012-06 | DONATION | 2013-06 | $126,896 | $129,266 | -$2,370 |
| PIMCO ALL ASSET ALL AUTH P | 2012-04 | DONATION | 2013-06 | $40,928 | $40,000 | $928 |
| RPM INC | 2012-04 | PURCHASE | 2013-07 | $1,045 | $1,045 | |
| ANNALY CAPITAL MNGMT INC | 2013-06 | PURCHASE | 2013-10 | $888 | $978 | -$90 |
| ASTRAZENECA PLC ADS | 2012-06 | PURCHASE | 2013-06 | $2,201 | $1,951 | $250 |
| HOLLYFRONTIER CORP | 2013-04 | PURCHASE | 2013-11 | $2,871 | $3,042 | -$171 |
| INTERNATIONAL PAPER CO | 2012-05 | PURCHASE | 2013-03 | $3,474 | $2,298 | $1,176 |
| JPMORGAN CHASE & CO | 2012-05 | PURCHASE | 2013-01 | $601 | $440 | $161 |
| KIMBERLY CLARK CORP | 2012-05 | PURCHASE | 2013-05 | $2,604 | $1,975 | $629 |
| PHILLIPS 66 | 2012-05 | PURCHASE | 2013-04 | $3,024 | $1,541 | $1,483 |
| WHIRLPOO CORP | 2012-05 | PURCHASE | 2013-03 | $2,652 | $1,336 | $1,316 |
| AMERIPRISE FINCL INC | 2012-05 | PURCHASE | 2013-06 | $727 | $428 | $299 |
| ANNALY CAPITAL MNGMT INC | 2012-05 | PURCHASE | 2013-10 | $1,384 | $1,954 | -$570 |
| FREEPORT MCMORAN CP&GLD | 2012-05 | PURCHASE | 2013-07 | $2,336 | $2,722 | -$386 |
| MATTEL INC | 2012-05 | PURCHASE | 2013-10 | $2,709 | $1,877 | $832 |
| MEDTRONIC INC | 2012-05 | PURCHASE | 2013-12 | $1,608 | $1,030 | $578 |
| ASML HOLDING NV NY REG | 2012-07 | PURCHASE | 2013-05 | $753 | $598 | $155 |
| AUTOMATIC DATA PROCESSING INC | 2013-03 | PURCHASE | 2013-11 | $2,091 | $1,699 | $392 |
| BIOGEN IDEC INC | 2012-07 | PURCHASE | 2013-07 | $667 | $443 | $224 |
| BORG WARNER INC | 2012-07 | PURCHASE | 2013-02 | $971 | $806 | $165 |
| BRISTOL MYERS SQUIBB CO | 2012-08 | PURCHASE | 2013-01 | $501 | $495 | $6 |
| CAMERON INTNL CORP | 2012-12 | PURCHASE | 2013-04 | $1,039 | $1,001 | $38 |
| CERNER CORP | 2012-07 | PURCHASE | 2013-01 | $1,029 | $1,002 | $27 |
| CHIPOTLE MEXICAN GRILL INC | 2013-01 | PURCHASE | 2013-06 | $2,094 | $1,702 | $392 |
| CROWN CASTLE INTL | 2012-07 | PURCHASE | 2013-04 | $1,152 | $909 | $243 |
| EATON CORP PLC SHS | 2013-02 | PURCHASE | 2013-07 | $1,122 | $1,001 | $121 |
| EBAY INC | 2013-06 | PURCHASE | 2013-12 | $1,211 | $1,184 | $27 |
| EDWARD LIFESCIENCES CORP | 2012-12 | PURCHASE | 2013-07 | $551 | $743 | -$192 |
| EMC CORP | 2012-07 | PURCHASE | 2013-07 | $1,785 | $1,920 | -$135 |
| EOG RESOURCES INC | 2012-11 | PURCHASE | 2013-02 | $867 | $818 | $49 |
| EQUINIX INC | 2013-04 | PURCHASE | 2013-08 | $1,204 | $1,480 | -$276 |
| EXPRESS SCRIPTS HLDG CO | 2012-07 | PURCHASE | 2013-05 | $2,186 | $2,086 | $100 |
| GENERAL ELECTREIC CO | 2012-11 | PURCHASE | 2013-08 | $1,700 | $1,522 | $178 |
| GILEAD SCIENCE | 2012-11 | PURCHASE | 2013-06 | $1,335 | $957 | $378 |
| GOLDMAN SACHS CRP INC | 2013-01 | PURCHASE | 2013-05 | $1,611 | $1,581 | $30 |
| ILLUMINA INC | 2012-07 | PURCHASE | 2013-05 | $701 | $537 | $164 |
| JOY GLOBAL INC | 2012-07 | PURCHASE | 2013-05 | $1,717 | $1,400 | $317 |
| LINKEDIN CORP | 2012-07 | PURCHASE | 2013-03 | $1,913 | $1,111 | $802 |
| LULULEMON ATHLETIC INC | 2013-06 | PURCHASE | 2013-10 | $1,551 | $1,434 | $117 |
| MICHAEL KORS HOLDINGS LTD | 2013-06 | PURCHASE | 2013-11 | $308 | $243 | $65 |
| MICROSOFT CORP | 2012-07 | PURCHASE | 2013-03 | $1,391 | $1,459 | -$68 |
| MONDELEZ INTL INC. | 2012-07 | PURCHASE | 2013-04 | $1,643 | $1,332 | $311 |
| MONSANTO CO | 2012-07 | PURCHASE | 2013-07 | $791 | $685 | $106 |
| NEXTERA ENERGY INC | 2012-10 | PURCHASE | 2013-01 | $1,287 | $1,268 | $19 |
| NUCOR CORPORATION | 2013-03 | PURCHASE | 2013-07 | $1,044 | $1,130 | -$86 |
| O'REILLY AUTOMOTIVE INC | 2012-07 | PURCHASE | 2013-02 | $514 | $433 | $81 |
| PFIZER INC | 2012-07 | PURCHASE | 2013-01 | $578 | $519 | $59 |
| PRECISION CASTPARTS CORP | 2012-07 | PURCHASE | 2013-01 | $185 | $157 | $28 |
| QUALCOMM INC | 2012-07 | PURCHASE | 2013-06 | $2,439 | $2,271 | $168 |
| RANGE RESOURCES CORP | 2012-07 | PURCHASE | 2013-03 | $472 | $363 | $109 |
| SCHLUMBERGER LTD | 2012-07 | PURCHASE | 2013-01 | $1,672 | $1,493 | $179 |
| STARBUCKS CORP | 2012-07 | PURCHASE | 2013-07 | $271 | $208 | $63 |
| TERADATA CORP | 2012-07 | PURCHASE | 2013-04 | $879 | $1,075 | -$196 |
| THE ADT CORPORATION | 2012-11 | PURCHASE | 2013-07 | $1,727 | $1,854 | -$127 |
| UNITEDHEALTH GP INC | 2012-07 | PURCHASE | 2013-01 | $782 | $725 | $57 |
| V F CORPORATION | 2012-07 | PURCHASE | 2013-01 | $739 | $745 | -$6 |
| VERIZON COMMUNICATIONS | 2012-07 | PURCHASE | 2013-03 | $641 | $580 | $61 |
| VERTEX PHARMACEUTICALS | 2012-07 | PURCHASE | 2013-09 | $715 | $529 | $186 |
| ASML HOLDING NV NY REG | 2012-07 | PURCHASE | 2013-03 | $2 | $2 | |
| AMAZON COM INC | 2012-07 | PURCHASE | 2013-10 | $1,338 | $873 | $465 |
| AMER INTL GP INC. | 2012-10 | PURCHASE | 2013-12 | $1,484 | $1,066 | $418 |
| APPLE INC | 2012-07 | PURCHASE | 2013-08 | $503 | $575 | -$72 |
| ASML HOLDING NV NY REG | 2012-07 | PURCHASE | 2013-10 | $942 | $598 | $344 |
| BOEING CO | 2012-07 | PURCHASE | 2013-11 | $265 | $149 | $116 |
| COCA COLA CO | 2012-07 | PURCHASE | 2013-11 | $1,088 | $1,085 | $3 |
| FACEBOOK INC | 2012-07 | PURCHASE | 2013-12 | $1,234 | $586 | $648 |
| FAMILY DOLLAR STORES | 2012-07 | PURCHASE | 2013-10 | $354 | $329 | $25 |
| FEDEX CORP | 2012-07 | PURCHASE | 2013-11 | $274 | $177 | $97 |
| ILLUMINA INC | 2012-07 | PURCHASE | 2013-11 | $1,623 | $744 | $879 |
| KRAFT FOODS GROUP INC | 2012-10 | PURCHASE | 2013-11 | $326 | $282 | $44 |
| PRECISION CASTPARTS CORP | 2012-07 | PURCHASE | 2013-09 | $690 | $472 | $218 |
| PROCTER & GAMBLE | 2012-07 | PURCHASE | 2013-12 | $812 | $648 | $164 |
| SANDISK CORP | 2012-07 | PURCHASE | 2013-09 | $1,246 | $872 | $374 |
| STARBUCKS CORP | 2012-07 | PURCHASE | 2013-11 | $1,206 | $780 | $426 |
| VERTEX PHARMACEUTICALS | 2012-07 | PURCHASE | 2013-09 | $2,319 | $1,595 | $724 |
| KRAFT FOODS GROUP INC | 2012-07 | PURCHASE | 2013-11 | $923 | $706 | $217 |
| ACTIVE BEAR ETF | 2013-04 | PURCHASE | 2013-09 | $3,750 | $4,479 | -$729 |
| AMGEN INC | 2013-05 | PURCHASE | 2013-08 | $739 | $743 | -$4 |
| AT&T INC | 2013-04 | PURCHASE | 2013-06 | $642 | $694 | -$52 |
| CALPINE CORP | 2013-10 | PURCHASE | 2013-11 | $695 | $699 | -$4 |
| CF INDUSTRIES HOLDINGS INC | 2012-12 | PURCHASE | 2013-11 | $1,860 | $1,862 | -$2 |
| COBALT INTL ENERGY | 2013-04 | PURCHASE | 2013-12 | $2,838 | $2,981 | -$143 |
| E V FLOATING RATE | 2012-12 | PURCHASE | 2013-12 | $4,357 | $4,329 | $28 |
| ELDORADO GOLD CP LTD | 2013-04 | PURCHASE | 2013-11 | $1,419 | $1,692 | -$273 |
| FACEBOOK INC | 2012-11 | PURCHASE | 2013-04 | $627 | $436 | $191 |
| FUSION-IO INC | 2013-05 | PURCHASE | 2013-10 | $2,079 | $2,294 | -$215 |
| KAYNE ANDERSON MLP INVT CO | 2012-03 | PURCHASE | 2013-11 | $4,016 | $3,592 | $424 |
| KINROSS GOLD CORP | 2013-04 | PURCHASE | 2013-12 | $538 | $856 | -$318 |
| MARATHON PETROLEUM CORP | 2012-12 | PURCHASE | 2013-11 | $2,440 | $2,163 | $277 |
| MONSANTO CO | 2013-04 | PURCHASE | 2013-08 | $679 | $744 | -$65 |
| PIMCO UNCONSTRAINED BOND | 2012-12 | PURCHASE | 2013-10 | $2,060 | $2,106 | -$46 |
| PRUDENTIAL JENNISON HLTH SCI 2 | 2012-12 | PURCHASE | 2013-10 | $3,226 | $2,752 | $474 |
| WHITING PETROLEUM CORP | 2013-02 | PURCHASE | 2013-04 | $3,570 | $3,615 | -$45 |
| WISDOMTREE TRUST JAPN HEDGE EQ | 2013-04 | PURCHASE | 2013-05 | $3,138 | $3,119 | $19 |
| ASA GOLD AND PRECIOUS METALS | 2012-04 | PURCHASE | 2013-04 | $305 | $414 | -$109 |
| CHEVRON CORP | 2011-09 | PURCHASE | 2013-06 | $618 | $455 | $163 |
| FEDERALED PRUDENT BEAR INSTL | 2012-05 | PURCHASE | 2013-10 | $2,516 | $3,484 | -$968 |
| JONHSON & JOHNSON | 2011-09 | PURCHASE | 2013-06 | $506 | $387 | $119 |
| JOY GLOBAL INC | 2011-09 | PURCHASE | 2013-03 | $246 | $277 | -$31 |
| KINROSS GOLD CORP | 2012-03 | PURCHASE | 2013-12 | $2,069 | $4,167 | -$2,098 |
| MARKET VECTORS GOLD MINERS | 2012-01 | PURCHASE | 2013-05 | $1,176 | $1,918 | -$742 |
| NEWMONT MINING CORP | 2011-09 | PURCHASE | 2013-12 | $3,246 | $7,676 | -$4,430 |
| OCCIDENTIAL PETROLEUM CORP | 2011-09 | PURCHASE | 2013-03 | $495 | $439 | $56 |
| PFIZER INC | 2011-09 | PURCHASE | 2013-05 | $928 | $578 | $350 |
| PIMCO STOCKSOLUS AR SH STAT | 2012-10 | PURCHASE | 2013-12 | $3,316 | $4,283 | -$967 |
| PIONEER NATURAL RESOURCES CO | 2011-09 | PURCHASE | 2013-10 | $753 | $269 | $484 |
| SCHLUMBERGER LTD | 2011-09 | PURCHASE | 2013-07 | $659 | $485 | $174 |
| SUNCOR ENERGY INC | 2011-09 | PURCHASE | 2013-03 | $455 | $414 | $41 |
| TOCOUEVILLE GOLD | 2012-04 | PURCHASE | 2013-05 | $1,536 | $2,531 | -$995 |
| ACTIVE BEAR ETF | 2011-09 | PURCHASE | 2013-05 | $5,117 | $8,422 | -$3,305 |
| ASA GOLD AND PRECIOUS METALS | 2011-09 | PURCHASE | 2013-04 | $1,310 | $1,940 | -$630 |
| CURRENCY SH AUS DOL TR | 2011-09 | PURCHASE | 2013-04 | $1,032 | $975 | $57 |
| LEUTHOLD GRIZZLY SHORT RET | 2011-11 | PURCHASE | 2013-04 | $3,940 | $5,862 | -$1,922 |
| MARKET VECTORS GOLD MINERS | 2011-09 | PURCHASE | 2013-05 | $1,827 | $3,871 | -$2,044 |
| TOCOUEVILLE GOLD | 2011-09 | PURCHASE | 2013-04 | $4,440 | $7,340 | -$2,900 |
| PHILLIPS 66 | 2009-06 | PURCHASE | 2013-01 | $166,527 | $68,059 | $98,468 |
| PHILLIPS 66 | 2011-06 | PURCHASE | 2013-01 | $1,512 | $975 | $537 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (6 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| M/S - INVESTMENT ACCOUNT - 360 | $105,080 | $139,191 |
| M/S - INVESTMENT ACCOUNT - 361 | $105,826 | $128,633 |
| M/S - INVESTMENT ACCOUNT - 337 | $1,582,457 | $1,678,999 |
| M/S - INVESTMENT ACCOUNT - 565 | $232,295 | $463,393 |
| M/S - INVESTMENT ACCOUNT - 680 | $51,917 | $49,552 |
| M/S COST BASIS ADJUSTMENTS | $3,023 | $3,023 |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (2 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| SFD INVESTMENTS, LLC | AT COST | ||
| MOD. SINGLE PREM. UNIV. LIFE POL. | AT COST | $324,704 | $324,704 |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL FEES-GAMING ACTIVITIES | CategoryTxt |
| Legal Fees | $6,930 | LegalFeesAmt |
| Net Investment Income | $6,930 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $6,930 | AdjustedNetIncomeAmt |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | ROUNDING ADJUSTMENT | Desc |
| BOY Book Value | $2 | BOYBookValueAmt |
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 | $58 | $29 | $29 | $29 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (8 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt |
|---|---|---|---|
| JPM ALERIAN MLP INDEX ETN (AM | $6,238 | $6,238 | $6,238 |
| LEGG MASON BW GLB OPP BD INST | $1,301 | $1,301 | $1,301 |
| MORGAN STANLEY-117337-ADJUSTM | $3,391 | $3,391 | $3,391 |
| MATTEL, INC | $68 | $68 | $68 |
| EATON CORP PLC SHS | $22 | $22 | $22 |
| THE ADT CORPORATION | $11 | $11 | $11 |
| NET INCOME INSTANT BINGO CARD | $107 | $107 | $107 |
| AMERICAN EXPRESS REBATES | $1,441 | $1,441 |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | TRUSTEE FEE PAYABLE | Desc |
Other Notes Loans Rcvbl Short Sch2 OtherNotesLoansRcvblShortSch2
Other Notes Loans Rcvbl Short OtherNotesLoansRcvblShortGrp (6 entries)
| Balance DueBalanceDueAmt |
|---|
| COLUMBUS TORAH SCHOOLS INC |
| DR MIRVIS LOAN |
| CONG AHAVAS SHOLOM LOAN |
| $8,820 |
| ALCEON FUND |
| $809,644 |
| MOSDOS OHR HATORAH |
| $25,000 |
| FINAL 2013 SFD DISTRIBUTION |
| $6,689 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| TRUSTEE FEE | ||||
| MORGAN STANLEY - AGENCY FEES | $8,575 | $8,575 | $8,575 | |
| OTHER ADMINISTRATIVE FEES | $1,168 | $584 | $584 | $584 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (4 entries)
| CategoryCategoryTxt | AmtAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt |
|---|---|---|---|---|
| OHIO CHARITIBLE REGISTRATION FEE | $200 | $200 | ||
| FOREIGN TAXES ON DIVIDENDS | $473 | $473 | $473 | |
| FEDERAL EXCISE TAX | $400 | $400 | $400 | |
| OHIO GAMING LICENSE | $500 | $500 | $500 |
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