JAY AND JEANIE SCHOTTENSTEIN FOUNDATION: Form 990PF, tax year 2013
View the entire original 990 at ProPublica ↗
- Organization
- JAY AND JEANIE SCHOTTENSTEIN FOUNDATION (EIN 31-1111955)
- Tax period
- 2013-01-01 to 2013-12-31
- Filed
- 2014-11-11
- IRS object ID
- 201423159349100852
- 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
- Form 990-PF
- Schedule B
- Accounting Fees Schedule
- Expln Of Non Filing With AG Stmt
- Investments Corp Stock Schedule
- Other Expenses Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2014-11-11T15:27:55-06:00 | ReturnTs |
| Tax Period End | 2013-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 311132985 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CHARLES SPICER INC | BusinessNameLine1 |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4300 EAST FIFTH AVENUE | AddressLine1 |
| City | COLUMBUS | City |
| State | OH | State |
| ZIP Code | 43219 | 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 | 311111955 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | JAY AND JEAN SCHOTTENSTEIN FOUNDATION | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | JAYA | BusinessNameControlTxt |
| Phone | 6144494253 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | c/o Charles Spicer Inc 4300 E Fifth | AddressLine1 |
| Address Line2 | Avenue | AddressLine2 |
| City | COLUMBUS | City |
| State | OH | State |
| ZIP Code | 43219 | ZIPCode |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Jay Schottenstein | PersonNm |
| Person Title | President | PersonTitleTxt |
| Phone | 6144494837 | PhoneNum |
| Signature | 2014-11-06 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Charles J Spicer | PreparerPersonNm |
| PTIN | P00052718 | PTIN |
| Phone | 6144494253 | PhoneNum |
| 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 | $11,776,642 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $3,100,000 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $23 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $23 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $231,606 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $231,606 | DividendsNetInvstIncmAmt |
| Gross Rents Rev And Expnss | $7,308 | GrossRentsRevAndExpnssAmt |
| Gross Rents Net Invst Incm | $7,308 | GrossRentsNetInvstIncmAmt |
| Net Rental Income Or Loss | $1,900 | NetRentalIncomeOrLossAmt |
| Cap Gain Net Incm Net Invst Incm | $0 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $3,338,937 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $238,937 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $15,000 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $0 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $221 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $75 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $19,740 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $1,682 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Deprec And Dpltn Rev And Expnss | $27,848 | DeprecAndDpltnRevAndExpnssAmt |
| Deprec And Dpltn Net Invst Incm | $1,563 | DeprecAndDpltnNetInvstIncmAmt |
| Other Expenses Rev And Expnss | $8,576 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $2,154 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $71,385 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $5,474 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $10,480,294 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $10,480,294 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $10,551,679 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $5,474 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $10,480,294 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$7,212,742 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $233,463 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $522,923 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $536,944 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $536,944 | SavAndTempCashInvstEOYFMVAmt |
| Rcvbl From Officers BOY | $54 | RcvblFromOfficersBOYAmt |
| Prepaid Expenses BOY | $12,547 | PrepaidExpensesBOYAmt |
| Prepaid Expenses EOY | $9,521 | PrepaidExpensesEOYAmt |
| Prepaid Expenses EOYFMV | $9,521 | PrepaidExpensesEOYFMVAmt |
| Corporate Stock BOY | $4,395,763 | CorporateStockBOYAmt |
| Corporate Stock EOY | $4,395,763 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $8,780,240 | CorporateStockEOYFMVAmt |
| Invst Land Cost Or Other Basis | $1,729,518 | InvstLandCostOrOtherBasisAmt |
| Invst Land Accum Depreciation | $165,971 | InvstLandAccumDepreciationAmt |
| Land Bldg Investments BOY | $1,591,395 | LandBldgInvestmentsBOYAmt |
| Land Bldg Investments EOY | $1,563,547 | LandBldgInvestmentsEOYAmt |
| Land Bldg Investments EOYFMV | $2,449,937 | LandBldgInvestmentsEOYFMVAmt |
| Total Assets BOY | $6,522,682 | TotalAssetsBOYAmt |
| Total Assets EOY | $6,505,775 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $11,776,642 | TotalAssetsEOYFMVAmt |
| Accounts Payable BOY | $20,569,332 | AccountsPayableBOYAmt |
| Accounts Payable EOY | $27,765,167 | AccountsPayableEOYAmt |
| Total Liabilities BOY | $20,569,332 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $27,765,167 | TotalLiabilitiesEOYAmt |
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
| Unrestricted BOY | -$14,046,650 | UnrestrictedBOYAmt |
| Unrestricted EOY | -$21,259,392 | UnrestrictedEOYAmt |
| Tot Net Ast Or Fund Balances BOY | -$14,046,650 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | -$21,259,392 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $6,522,682 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $6,505,775 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | -$14,046,650 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$7,212,742 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | -$21,259,392 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | -$21,259,392 | TotNetAstOrFundBalancesEOYAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $9,715,070 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $12,376,165 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.784982 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $8,747,922 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $9,833,101 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.889640 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $6,029,966 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $9,746,334 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.618691 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $5,594,760 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $9,243,339 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.605275 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $5,472,401 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $10,188,617 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.537109 | DistributionYr5Rt |
| Total Distribution | 3.435697 | TotalDistributionRt |
| Average Distribution | 0.687139 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $11,351,144 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $7,799,814 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $2,335 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $7,802,149 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $10,480,294 | 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 | $2,335 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $2,335 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $2,335 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $9,521 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $9,521 | TotalPaymentsAndCreditsAmt |
| Overpayment | $7,186 | OverpaymentAmt |
| Applied To ES Tax | $7,186 | AppliedToESTaxAmt |
| Refund | $0 | RefundAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (1) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | OH | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | 0 | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | 0 | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
| Individual With Books | CHARLES SPICER INC | IndividualWithBooksNm |
| Phone | 6144494253 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4300 EAST FIFTH AVENUE | AddressLine1 |
| City | COLUMBUS | City |
| State | OH | State |
| ZIP Code | 43219 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | 0 | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | 0 | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | 0 | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | 0 | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | 0 | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | 0 | BusinessHoldingsInd |
| Jeopardy Investments | 0 | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | 0 | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | 0 | InfluenceLegislationInd |
| Influence Election | 0 | InfluenceElectionInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (5 entries)
| Address Line1USAddress/AddressLine1 | Address Line2USAddress/AddressLine2 | CityUSAddress/City | StateUSAddress/State | ZIP CodeUSAddress/ZIPCode | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|---|
| JAY SCHOTTENSTEIN | |||||||||
| C/O CHARLES SPICER INC 4300 EAST | FIFTH AVE | COLUMBUS | OH | 43219 | PRESIDENT | 1.00 | $0 | $0 | $0 |
| JEAN SCHOTTENSTEIN | |||||||||
| C/O CHARLES SPICER INC 4300 EAST | FIFTH AVE | COLUMBUS | OH | 43219 | SECRETARY & TREASURER | 0.00 | $0 | $0 | $0 |
| JOSEPH SCHOTTENSTEIN | |||||||||
| 4300 EAST FIFTH AVE | COLUMBUS | OH | 43219 | VICE PRESIDENT | 0.00 | $0 | $0 | $0 | |
| JONATHAN SCHOTTENSTEIN | |||||||||
| 4300 EAST FIFTH AVE | COLUMBUS | OH | 43219 | VICE PRESIDENT | 0.00 | $0 | $0 | $0 | |
| JEFFREY SCHOTTENSTEIN | |||||||||
| 4300 EAST FIFTH AVE | COLUMBUS | OH | 43219 | VICE PRESIDENT | 0.00 | $0 | $0 | $0 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $10,722,170 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $719,655 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $82,179 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $11,524,004 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $11,524,004 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $172,860 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $11,351,144 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $567,557 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $567,557 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $2,335 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $2,335 | TotalTaxAmt |
| Distributable Before Adj | $565,222 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $565,222 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $565,222 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $10,480,294 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $10,480,294 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $2,335 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $10,477,959 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $565,222 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $4,968,518 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $5,137,655 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $5,555,141 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $8,260,365 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $9,122,314 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $33,043,993 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $10,480,294 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $565,222 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $9,915,072 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $42,959,065 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $4,968,518 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $37,990,547 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $5,137,655 | ExcessFromYear4Amt |
| Excess From Year3 | $5,555,141 | ExcessFromYear3Amt |
| Excess From Year2 | $8,260,365 | ExcessFromYear2Amt |
| Excess From Year1 | $9,122,314 | ExcessFromYear1Amt |
| Excess From Current Year | $9,915,072 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | JAY SCHOTTENSTEIN | ContributingManagerNm |
| Contributing Manager | JOSEPH SCHOTTENSTEIN | ContributingManagerNm |
| Contributing Manager | JONATHAN SCHOTTENSTEIN | ContributingManagerNm |
| Contributing Manager | JEFFREY SCHOTTENSTEIN | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (66 entries)
| Address Line1RecipientUSAddress/AddressLine1 | CityRecipientUSAddress/City | StateRecipientUSAddress/State | ZIP CodeRecipientUSAddress/ZIPCode | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| American Friends Irgun Lmann Haverut | |||||||
| 468 East 9th Street | Brooklyn | NY | 11218 | none | 501(c)(3) | Education | $360 |
| American Friends of Chasdei Yoseph | |||||||
| 1368-57th Street | Brooklyn | NY | 11219 | none | 501(c)(3) | Religious | $175,000 |
| American Friends of Migdal Ohr | |||||||
| 1560 Broadway Suite 807 | New York | NY | 10036 | none | 501(c)(3) | Community | $180,000 |
| American Friends of Nishmat Inc | |||||||
| 271 Madison Avenue 3rd Floor | New York | NY | 10016 | none | 501(c)(3) | Education | $275,000 |
| American Friends of Old City Charities | |||||||
| 30 Bay Street | Staten Island | NY | 10301 | none | 501(c)(3) | Community | $626,000 |
| American Friends of RCT | |||||||
| 1274 49th St Suite 515 | Brooklyn | NY | 11219 | none | 501(c)(3) | Religious | $296,000 |
| Bar-llan University | |||||||
| 160 East 56th Street 5th Floor | New York | NY | 10022 | none | 501(c)(3) | Education | $25,000 |
| Beth Jacob Rabbis Discretionary Fund | |||||||
| 1223 College Ave | Columbus | OH | 43209 | none | 501(c)(3) | Religious | $5,000 |
| Beth Torah Congregation | |||||||
| 2942 East Broad Street | Columbus | OH | 43209 | none | 501(c)(3) | Religious | $1,000 |
| Brooklyn Holistic Synagogue | |||||||
| 1511 Union Street | Brooklyn | NY | 11213 | none | 501(c)(3) | Religious | $75,000 |
| Capital University | |||||||
| 1 College Main | Columbus | OH | 43209 | none | 501(c)(3) | Education | $2,500 |
| Central Fund of Israel | |||||||
| 1208 Avenue M Suite 2373 | Brooklyn | NY | 11230 | none | 501(c)(3) | Community | $500,000 |
| Chabad of Key Biscayne Inc | |||||||
| 211 Greenwood Drive | Key Biscayne | FL | 33149 | none | 501(c)(3) | Education | $107,500 |
| Chabad of South Broward | |||||||
| 1295 East Hallandale Beach Blvd | Hallandale | FL | 33009 | none | 501(c)(3) | Education | $1,800 |
| Chabad of the North Shore | |||||||
| 44 Burrill Street | Swampscott | MA | 01907 | none | 501(c)(3) | Education | $18,000 |
| Chasdei Shimon | |||||||
| 18 New County Road | Monsey | NY | 10952 | none | 501(c)(3) | Religious | $40,000 |
| Chofetz Chaim Heritage Foundation | |||||||
| 361 Spook Rock Road | Suffern | NY | 10901 | none | 501(c)(3) | Education | $36,000 |
| Columbus Community Kollel | |||||||
| 2513 E Main St | Columbus | OH | 43209 | none | 501(c)(3) | Education | $68,820 |
| Columbus Jewish Federation | |||||||
| 1175 College Avenue | Columbus | OH | 43209 | none | 501(c)(3) | Community | $625,000 |
| Columbus Speech & Hearing Center | |||||||
| 510 East North Broadway | Columbus | OH | 43214 | none | 501(c)(3) | Community | $25,000 |
| Columbus Torah Academy | |||||||
| 181 Noe Bixby Road | Columbus | OH | 43213 | none | 501(c)(3) | Education | $320,000 |
| Congregation Ahavas Chessed | |||||||
| 102 Summit Court | Lakewood | NJ | 08701 | none | 501(c)(3) | Religious | $6,000 |
| Congregation Keren Zicharon Yitzchok | |||||||
| 14 Augusta Avenue | Monsey | NY | 10952 | none | 501(c)(3) | Religious | $10,000 |
| Congregation Pri Etz Chaim | |||||||
| 28570 Nutwood Lane | Wickliffe | OH | 44092 | none | 501(c)(3) | Religious | $36,000 |
| Congregation Torat Emet | |||||||
| 4300 East 5th Avenue | Columbus | OH | 43219 | none | 501(c)(3) | Religious | $130,000 |
| Crohn's & Colitis Foundation of America | |||||||
| 6797 N High Street | Worthington | OH | 43085 | none | 501(c)(3) | Community | $15,000 |
| Diaspora Yeshiva Toras Yisrael | |||||||
| 662 Lefferts Ave | Brooklyn | NY | 11203 | none | 501(c)(3) | Religious | $10,000 |
| Educational Opportunity Fund Inc | |||||||
| 825 Forest Avenue | Lakewood | NJ | 08701 | none | 501(c)(3) | Education | $500 |
| Eirgun Baruch Umarpeh | |||||||
| 4718 - 18th Avenue Suite 49 | Brooklyn | NY | 11204 | none | 501(c)(3) | Community | $1,000 |
| First Clearing LLC- Center for Jewish Community Studies | |||||||
| 1 North Jefferson | St Louis | MO | 63103 | none | 501(c)(3) | Education | $36,000 |
| Friends of Ohel Miriam Inc | |||||||
| 1574 45th Street | Brooklyn | NY | 11219 | none | 501(c)(3) | Religious | $2,500 |
| Gemilos Chasadim Chasdei Moshe | |||||||
| 1208 Avenue M Suite 2373 | Brooklyn | NY | 11230 | none | 501(c)(3) | Community | $466,000 |
| Hadassah | |||||||
| 50 West 58th Street | New York | NY | 10019 | none | 501(c)(3) | Community | $25,000 |
| Hillel Foundation | |||||||
| 46 E 16th Avenue | Columbus | OH | 43201 | none | 501(c)(3) | Education | $25,000 |
| IR David Foundation | |||||||
| 575 Lexington Ave 4th Floor | New York | NY | 10022 | none | 501(c)(3) | Community | $150,000 |
| Israel Antiquities Authority | |||||||
| 51 West 52nd Street | New York | NY | 10019 | none | 501(c)(3) | Historical Conservation | $1,500,000 |
| Jerusalem Reclamation Project | |||||||
| 184-60 Aberdeen Rd Jamaica Estates | New York | NY | 11432 | none | 501(c)(3) | Community | $10,000 |
| Jewish Community Center - JCC | |||||||
| 1125 College Avenue | Columbus | OH | 43209 | none | 501(c)(3) | Community | $400,000 |
| Jewish Lifeline Network | |||||||
| 46 Briarcliff Drive | Monsey | NY | 10952 | none | 501(c)(3) | Community | $2,800 |
| Jewish National Fund | |||||||
| 42 E 69th Street | New York | NY | 10021 | none | 501(c)(3) | Community | $75,000 |
| JNF | |||||||
| 750 Third Avenue 28th Floor | New York | NY | 10017 | none | 501(c)(3) | Community | $75,000 |
| Knesset Yehuda | |||||||
| 848 E 13th Street | Brooklyn | NY | 11230 | none | 501(c)(3) | Religious | $1,800 |
| Lubavitch Eductional Center | |||||||
| 17330 NW 7th Ave | Miami | FL | 33169 | none | 501(c)(3) | Education | $1,000 |
| Machne Israel | |||||||
| 770 Eastern Parkway | Brooklyn | NY | 11213 | none | 501(c)(3) | Religious | $18,000 |
| Mekor Chayim Inc | |||||||
| 900 E Broward Blvd | Ft Lauderdale | FL | 33301 | none | 501(c)(3) | Religious | $10,000 |
| Mesorah Heritage Foundation | |||||||
| 4401 Second Avenue | Brooklyn | NY | 11232 | none | 501(c)(3) | Education | $3,200,000 |
| Mosdos Ohr Hatorah | |||||||
| 1508 Warrensville Center Road | Cleveland Heights | OH | 44121 | none | 501(c)(3) | Religious | $3,600 |
| National Council of Jewish Women | |||||||
| 3000 B East Main Street | Columbus | OH | 43209 | none | 501(c)(3) | Education | $5,000 |
| Ner Israel Rabbinical College | |||||||
| 400 Mount Wilson Lane | Baltimore | MD | 21204 | none | 501(c)(3) | Education | $37,500 |
| OAE Pinsk Karlin | |||||||
| 1274 - 49th Street Suite 213 | Brooklyn | NY | 11219 | none | 501(c)(3) | Religious | $36,000 |
| Ohev Yisroel | |||||||
| 5314 16th Avenue 258 | Brooklyn | NY | 11204 | none | 501(c)(3) | Education | $180 |
| OSU Chabad | |||||||
| 207 E 15 Avenue | Columbus | OH | 43201 | none | 501(c)(3) | Education | $1,000 |
| Proclaiming Justice To the Nations Inc | |||||||
| 2 - 1858 Wilson Pike | Franklin | TN | 37067 | none | 501(c)(3) | Education | $5,000 |
| Rabbi Shlomo Riskin - Ohr Torah Stone | |||||||
| 49 West 45th Street - Suite 701 | New York | NY | 10036 | none | 501(c)(3) | Community | $1,000 |
| Sherit Isroel | |||||||
| 3 Sophia Street | Monsey | NY | 10952 | none | 501(c)(3) | Religious | $100,000 |
| The Aleph Institute | |||||||
| 7304 Beverly Blvd 153 | Los Angeles | CA | 90036 | none | 501(c)(3) | Community | $4,000 |
| The Gershon Jacobson Jewish Continuity | |||||||
| 25 West 45th Street Suite 1405 | New York | NY | 10036 | none | 501(c)(3) | Community | $50,000 |
| The Ohio State University Foundation | |||||||
| 1480 West Lane Avenue | Columbus | OH | 43221 | none | 501(c)(3) | Education | $100,000 |
| Torah Schools of Israel | |||||||
| 40 Exchange Place | New York | NY | 10269 | none | 501(c)(3) | Education | $500 |
| Touro Synagogue of Newport | |||||||
| 85 Touro Street | Newport | RI | 02840 | none | 501(c)(3) | Religious | $10,000 |
| United Way of Central Ohio | |||||||
| PO Box 951571 | Cleveland | OH | 44193 | none | 501(c)(3) | Community | $25,000 |
| Western Wall Heritage Foundation | |||||||
| 587 Fifth Avenue 7th Floor | New York | NY | 10017 | none | 501(c)(3) | Historical Conservation | $133,334 |
| Yad Avraham of NY Inc | |||||||
| 810 7th Avenue | New York | NY | 10019 | none | 501(c)(3) | Religious | $250,000 |
| Yad L'Achim | |||||||
| 579 5th Avenue Suite 1420 | New York | NY | 10017 | none | 501(c)(3) | Religious | $3,600 |
| Yeshiva Ketana of Manhattan | |||||||
| 346 West 89th Street | New York | NY | 10024 | none | 501(c)(3) | Community | $5,000 |
| Yeshiva University | |||||||
| 500 West 185th St | New York | NY | 10033 | none | 501(c)(3) | Education | $100,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $10,480,294 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $23 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $231,606 | ExclusionAmt |
Net Rntl Incm Re Not Debt Fincd Prop NetRntlIncmReNotDebtFincdProp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 16 | ExclusionCd |
| Exclusion | $1,900 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $233,529 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $233,529 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | 0 | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | 0 | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | 0 | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | 0 | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | 0 | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | 0 | RelationshipsNonchrtblEOInd |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp (3 entries)
| ContributorContributorNum | Address Line1ContributorUSAddress/AddressLine1 | CityContributorUSAddress/City | StateContributorUSAddress/State | ZIP CodeContributorUSAddress/ZIPCode | Total ContributionsTotalContributionsAmt | Person ContributionPersonContributionInd |
|---|---|---|---|---|---|---|
| Joseph Schottenstein | ||||||
| 1 | 4300 East Fifth Ave | Columbus | OH | 43219 | $1,150,000 | Yes (X) |
| Jonathan Schottenstein | ||||||
| 2 | 4300 East Fifth Ave | Columbus | OH | 43219 | $1,050,000 | Yes (X) |
| Jeffrey Schottenstein | ||||||
| 3 | 4300 East Fifth Ave | Columbus | OH | 43219 | $900,000 | Yes (X) |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | Accounting Fees | CategoryTxt |
| Amt | $15,000 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Expln Of Non Filing With AG Stmt ExplnOfNonFilingWithAGStmt
| Field | Value | IRS element (for citing) |
|---|---|---|
| Explanation | The Attorney General of the State of Ohio does not require the filing of the Federal Form 990-PF for 501 c(3) nonprofit organizations. Ohio requires the filing of a statement entitled "Verification of Filing with the Internal Revenue Service." | ExplanationTxt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (5 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| American Eagle Stock (ML Acct) | $405,983 | $2,160,000 |
| American Eagle Stock (JP Morgan Acct) | $0 | $0 |
| CABCO TST for GS CAP I (JP Morgan Acct) | $0 | $0 |
| American Eagle Stock (Raymond James Acct) | $3,799,695 | $6,480,000 |
| CABCO TST for GS CAP I (Raymond James Acct) | $190,085 | $140,240 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (6 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| Filing Fees - State of Ohio | $250 | $0 | $0 |
| Administrative costs - East Main | $3,815 | $478 | $0 |
| Misc. | $189 | $5 | $0 |
| Insurance - East Main | $779 | $779 | $0 |
| Utilities - East Main | $3,031 | $380 | $0 |
| Repairs & Maintenance - East Main | $512 | $512 | $0 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| Investment Expense | $65 | $65 | $0 |
| CSC Fees | $156 | $10 | $0 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| Excise Tax 2012 | $13,026 | $0 | $0 |
| Real Estate Tax - East Main | $6,714 | $1,682 | $0 |
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