JAY AND JEANIE SCHOTTENSTEIN FOUNDATION: Form 990PF, tax year 2012
View the entire original 990 at ProPublica ↗
- Organization
- JAY AND JEANIE SCHOTTENSTEIN FOUNDATION (EIN 31-1111955)
- Tax period
- 2012-01-01 to 2012-12-31
- Filed
- 2013-10-31
- IRS object ID
- 201333049349100508
- Schema version
- 2012v2.1
- 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
- Schedule B
- 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) |
|---|---|---|
| Timestamp | 2013-10-31T15:21:26-05:00 | Timestamp |
| Tax Period End Date | 2012-12-31 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 311132985 | EIN |
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CHARLES SPICER INC | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| 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 | ReturnType |
| Tax Period Begin Date | 2012-01-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 311111955 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | JAY AND JEAN SCHOTTENSTEIN FOUNDATION | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | JAYA | NameControl |
| Phone | 6144494253 | Phone |
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 |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | Jay Schottenstein | Name |
| Title | President | Title |
| Phone | 6144494837 | Phone |
| Date Signed | 2013-10-31 | DateSigned |
| Authorize Third Party | 1 | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | Charles J Spicer | Name |
| PTIN | P00052718 | PTIN |
| Phone | 6144494253 | Phone |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2012 | TaxYear |
| Build TS | 2016-02-25 16:41:14Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exempt PF | X | ExemptPF |
| FMV Assets EOY | 15243035 | FMVAssetsEOY |
| Method Of Accounting Cash | X | MethodOfAccountingCash |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Received Rev And Expnss | 1646089 | ContriReceivedRevAndExpnss |
| Interest On Savings Rev And Expnss | 48 | InterestOnSavingsRevAndExpnss |
| Interest On Savings Net Invst Incm | 48 | InterestOnSavingsNetInvstIncm |
| Dividends Rev And Expnss | 1302634 | DividendsRevAndExpnss |
| Dividends Net Invst Incm | 1302634 | DividendsNetInvstIncm |
| Gross Rents Rev And Expnss | 7352 | GrossRentsRevAndExpnss |
| Gross Rents Net Invst Incm | 7352 | GrossRentsNetInvstIncm |
| Net Rental Income Or Loss | -7081 | NetRentalIncomeOrLoss |
| Capital Gain Net Incm Net Invst Incm | 0 | CapitalGainNetIncmNetInvstIncm |
| Total Revenue And Expenses | 2956123 | TotalRevenueAndExpenses |
| Total Net Investment Income | 1310034 | TotalNetInvestmentIncome |
| Comp Ofcr Dir Trst Rev And Expnss | 0 | CompOfcrDirTrstRevAndExpnss |
| Comp Ofcr Dir Trst Net Invst Incm | 0 | CompOfcrDirTrstNetInvstIncm |
| Comp Ofcr Dir Trst Dsbrs Chrtbl Prps | 0 | CompOfcrDirTrstDsbrsChrtblPrps |
| Other Prof Fees Rev And Expnss | 95 | OtherProfFeesRevAndExpnss |
| Other Prof Fees Net Invst Incm | 95 | OtherProfFeesNetInvstIncm |
| Other Prof Fees Dsbrs Chrtbl Prps | 0 | OtherProfFeesDsbrsChrtblPrps |
| Taxes Rev And Expnss | 12911 | TaxesRevAndExpnss |
| Taxes Net Invst Incm | 6012 | TaxesNetInvstIncm |
| Taxes Dsbrs Chrtbl Prps | 0 | TaxesDsbrsChrtblPrps |
| Deprec And Depletion Rev And Expnss | 27848 | DeprecAndDepletionRevAndExpnss |
| Deprec And Depletion Net Invst Incm | 0 | DeprecAndDepletionNetInvstIncm |
| Other Expenses Rev And Expnss | 6975 | OtherExpensesRevAndExpnss |
| Other Expenses Net Invst Incm | 1340 | OtherExpensesNetInvstIncm |
| Other Expenses Dsbrs Chrtbl Prps | 0 | OtherExpensesDsbrsChrtblPrps |
| Tot Opr Expenses Rev And Expnss | 47829 | TotOprExpensesRevAndExpnss |
| Tot Opr Expenses Net Invst Incm | 7447 | TotOprExpensesNetInvstIncm |
| Tot Opr Expenses Dsbrs Chrtbl Prps | 0 | TotOprExpensesDsbrsChrtblPrps |
| Contri Gifts Paid Rev And Expnss | 9728096 | ContriGiftsPaidRevAndExpnss |
| Contri Gifts Paid Dsbrs Chrtbl Prps | 9728096 | ContriGiftsPaidDsbrsChrtblPrps |
| Total Expenses Rev And Expnss | 9775925 | TotalExpensesRevAndExpnss |
| Total Expenses Net Invst Incm | 7447 | TotalExpensesNetInvstIncm |
| Total Expenses Dsbrs Chrtbl Prps | 9728096 | TotalExpensesDsbrsChrtblPrps |
| Excess Of Revenue Over Expenses | -6819802 | ExcessOfRevenueOverExpenses |
| Net Investment Income | 1302587 | NetInvestmentIncome |
Balance Sheets BalanceSheets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | 1 | CashBOY |
| Savings And Temp Cash Invst BOY | 1655780 | SavingsAndTempCashInvstBOY |
| Savings And Temp Cash Invst EOY | 522923 | SavingsAndTempCashInvstEOY |
| Savings And Temp Cash Invst EOYFMV | 522923 | SavingsAndTempCashInvstEOYFMV |
| Receivables From Officers BOY | 7854 | ReceivablesFromOfficersBOY |
| Receivables From Officers EOY | 54 | ReceivablesFromOfficersEOY |
| Receivables From Officers EOYFMV | 54 | ReceivablesFromOfficersEOYFMV |
| Prepaid Expenses BOY | 15187 | PrepaidExpensesBOY |
| Prepaid Expenses EOY | 12547 | PrepaidExpensesEOY |
| Prepaid Expenses EOYFMV | 12547 | PrepaidExpensesEOYFMV |
| Investments Corp Stock BOY | 4395763 | InvestmentsCorpStockBOY |
| Investments Corp Stock EOY | 4395763 | InvestmentsCorpStockEOY |
| Investments Corp Stock EOYFMV | 12450880 | InvestmentsCorpStockEOYFMV |
| Investments Land Etc Basis | 1729518 | InvestmentsLandEtcBasis |
| Accum Deprec Investments Land Etc | 138123 | AccumDeprecInvestmentsLandEtc |
| Investments Land Etc BOY | 1619243 | InvestmentsLandEtcBOY |
| Investments Land Etc EOY | 1591395 | InvestmentsLandEtcEOY |
| Investments Land Etc EOYFMV | 2256631 | InvestmentsLandEtcEOYFMV |
| Total Assets BOY | 7693828 | TotalAssetsBOY |
| Total Assets EOY | 6522682 | TotalAssetsEOY |
| Total Assets EOYFMV | 15243035 | TotalAssetsEOYFMV |
| Accounts Payable BOY | 14920676 | AccountsPayableBOY |
| Accounts Payable EOY | 20569332 | AccountsPayableEOY |
| Total Liabilities BOY | 14920676 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 20569332 | TotalLiabilitiesEOY |
| Org That Follow SFAS117 | X | OrgThatFollowSFAS117 |
| Unrestricted BOY | -7226848 | UnrestrictedBOY |
| Unrestricted EOY | -14046650 | UnrestrictedEOY |
| Total Net Assets BOY | -7226848 | TotalNetAssetsBOY |
| Total Net Assets EOY | -14046650 | TotalNetAssetsEOY |
| Total Liabilities Net Assets BOY | 7693828 | TotalLiabilitiesNetAssetsBOY |
| Total Liabilities Net Assets EOY | 6522682 | TotalLiabilitiesNetAssetsEOY |
Changes In Net Assets Fund Balances ChangesInNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Net Assets Fund Balances BOY | -7226848 | TotalNetAssetsFundBalancesBOY |
| Excess Of Revenue Over Expenses | -6819802 | ExcessOfRevenueOverExpenses |
| Other Increases | 0 | OtherIncreases |
| Subtotal | -14046650 | Subtotal |
| Other Decreases | 0 | OtherDecreases |
| Total Net Assets Fund Balances EOY | -14046650 | TotalNetAssetsFundBalancesEOY |
Qlfy Und Sect4940e For Reduced Tax QlfyUndSect4940eForReducedTax
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable For4942 Tax | 0 | LiableFor4942Tax |
| Qualifying Distributions Year1 | 8747922 | QualifyingDistributionsYear1 |
| Noncharitable Assets Year1 | 9833101 | NoncharitableAssetsYear1 |
| Distribution Ratio Year1 | 0.889640 | DistributionRatioYear1 |
| Qualifying Distributions Year2 | 6029966 | QualifyingDistributionsYear2 |
| Noncharitable Assets Year2 | 9746334 | NoncharitableAssetsYear2 |
| Distribution Ratio Year2 | 0.618691 | DistributionRatioYear2 |
| Qualifying Distributions Year3 | 5594760 | QualifyingDistributionsYear3 |
| Noncharitable Assets Year3 | 9243339 | NoncharitableAssetsYear3 |
| Distribution Ratio Year3 | 0.605275 | DistributionRatioYear3 |
| Qualifying Distributions Year4 | 5472401 | QualifyingDistributionsYear4 |
| Noncharitable Assets Year4 | 10188617 | NoncharitableAssetsYear4 |
| Distribution Ratio Year4 | 0.537109 | DistributionRatioYear4 |
| Qualifying Distributions Year5 | 5731829 | QualifyingDistributionsYear5 |
| Noncharitable Assets Year5 | 17807229 | NoncharitableAssetsYear5 |
| Distribution Ratio Year5 | 0.321882 | DistributionRatioYear5 |
| Total Distribution Ratio | 2.972597 | TotalDistributionRatio |
| Average Distribution Ratio | 0.594519 | AverageDistributionRatio |
| Net Noncharitable Assets | 12376165 | NetNoncharitableAssets |
| Adjusted Noncharitable Assets | 7357865 | AdjustedNoncharitableAssets |
| One Percent Net Investment Income | 13026 | OnePercentNetInvestmentIncome |
| Adj Nonchrtbl Assets And One | 7370891 | AdjNonchrtblAssetsAndOnePct |
| Qualifying Distributions | 9728096 | QualifyingDistributions |
Excise Tax Based On Investment Incm ExciseTaxBasedOnInvestmentIncm
| Field | Value | IRS element (for citing) |
|---|---|---|
| Domestic Org Meeting Sect4940e | X | DomesticOrgMeetingSect4940e |
| Investment Income Excise Tax | 13026 | InvestmentIncomeExciseTax |
| Tax Under Section511 | 0 | TaxUnderSection511 |
| Subtotal | 13026 | Subtotal |
| Subtitle A Tax | 0 | SubtitleATax |
| Tax Based On Investment Income | 13026 | TaxBasedOnInvestmentIncome |
| Est Tax Payments And Overpayment | 12547 | EstTaxPaymentsAndOverpayment |
| Tax Paid With Extension | 10000 | TaxPaidWithExtension |
| Total Credits And Payments | 22547 | TotalCreditsAndPayments |
| Overpayment | 9521 | Overpayment |
| Amount Credited To Next Year | 9521 | AmountCreditedToNextYear |
| Amount To Be Refunded | 0 | AmountToBeRefunded |
Statements Regarding Activities StatementsRegardingActivities
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Activities | 0 | LegislativePoliticalActivities |
| More Than100 Spent | 0 | MoreThan100Spent |
| Form1120 POL Filed | 0 | Form1120POLFiled |
| Sect4955 Tax On Organization | 0 | Sect4955TaxOnOrganization |
| Sect4955 Tax On Managers | 0 | Sect4955TaxOnManagers |
| Reimbursement Of Tax | 0 | ReimbursementOfTax |
| Activities Not Prev Reported | 0 | ActivitiesNotPrevReported |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylaws |
| Unrelated Bus Income Over1000 | 0 | UnrelatedBusIncomeOver1000 |
| Termination Etc | 0 | TerminationEtc |
| Requirements Of Sect508e | 1 | RequirementsOfSect508e |
| At Least5000 In Assets | 1 | AtLeast5000InAssets |
| States Filed With | OH | StatesFiledWith |
| Form990 PF Filed With AG | 0 | Form990PFFiledWithAG |
| Private Operating Foundation | 0 | PrivateOperatingFoundation |
| New Substantial Contributors | 0 | NewSubstantialContributors |
| Interest In Controlled Entity | 0 | InterestInControlledEntity |
| Applicable Insurance Contract | 0 | ApplicableInsuranceContract |
| Comply With Public Inspection Rqr | 1 | ComplyWithPublicInspectionRqr |
| Website Address | N/A | WebsiteAddress |
| Books In Care Of Person Name | CHARLES SPICER INC | BooksInCareOfPersonName |
| Books In Care Of Phone Number | 6144494253 | BooksInCareOfPhoneNumber |
Books In Care Of US Address BooksInCareOfUSAddress
| 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 Bank | 0 | ForeignBank |
Statements Regarding Acty4720 StatementsRegardingActy4720
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exchange With Dsqfly Person | 0 | SaleOrExchangeWithDsqflyPerson |
| Borrow Or Lend With Dsqfly Person | 0 | BorrowOrLendWithDsqflyPerson |
| Furnished Goods With Dsqfly Person | 0 | FurnishedGoodsWithDsqflyPerson |
| Pay Compensation To Dsqfly Person | 0 | PayCompensationToDsqflyPerson |
| Transfer Assets To Dsqfly Person | 0 | TransferAssetsToDsqflyPerson |
| Payment To Government Offical | 0 | PaymentToGovernmentOffical |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActs |
| Undistributed Income Prior Years | 0 | UndistributedIncomePriorYears |
| Business Holdings | 0 | BusinessHoldings |
| Jeopardy Investments | 0 | JeopardyInvestments |
| Uncorrected Jeopardy Investments | 0 | UncorrectedJeopardyInvestments |
| Influence Legislation | 0 | InfluenceLegislation |
| Influence Election | 0 | InfluenceElection |
| Grants To Individuals | 0 | GrantsToIndividuals |
| Grants To Organizations | 0 | GrantsToOrganizations |
| Noncharitable Purpose | 0 | NoncharitablePurpose |
| Rcv Funds To Pay Prsnl Bnft Contract | 0 | RcvFundsToPayPrsnlBnftContract |
| Pay Premiums Prsnl Bnft Contract | 0 | PayPremiumsPrsnlBnftContract |
| Prohibited Tax Shelter Transactn | 0 | ProhibitedTaxShelterTransactn |
Ofcr Dir Trustees Key Employee Info OfcrDirTrusteesKeyEmployeeInfo
Ofcr Dir Trustees Or Key Employee OfcrDirTrusteesOrKeyEmployee
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person Name | JAY SCHOTTENSTEIN | PersonName |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4300 EAST FIFTH AVE | AddressLine1 |
| City | COLUMBUS | City |
| State | OH | State |
| ZIP Code | 43219 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Title | PRESIDENT | Title |
| Avg Hours Per Wk Devoted To Position | 1.00 | AvgHoursPerWkDevotedToPosition |
| Compensation | 0 | Compensation |
| Contri To Empl Benefit Plans Etc | 0 | ContriToEmplBenefitPlansEtc |
| Expense Account Other Allowances | 0 | ExpenseAccountOtherAllowances |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Highest Paid Empl NONE | NONE | CompOfHighestPaidEmplNONE |
| Tot Number Of Oth Empl Paid Over50k | 0 | TotNumberOfOthEmplPaidOver50k |
| Comp Of Hghst Paid Cntrct NONE | NONE | CompOfHghstPaidCntrctNONE |
| Tot Number Of Cntrct Paid Over50k | 0 | TotNumberOfCntrctPaidOver50k |
Sum Of Program Related Investments SumOfProgramRelatedInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Minimum Investment Return MinimumInvestmentReturn
| Field | Value | IRS element (for citing) |
|---|---|---|
| Avg Monthly FMV Of Securities | 11620223 | AvgMonthlyFMVOfSecurities |
| Avg Monthly Cash Balances | 859153 | AvgMonthlyCashBalances |
| FMV All Other Noncharitable Assets | 85259 | FMVAllOtherNoncharitableAssets |
| Total FMV Of Unused Assets | 12564635 | TotalFMVOfUnusedAssets |
| Reduction Claimed | 0 | ReductionClaimed |
| Acquisition Indebtedness | 0 | AcquisitionIndebtedness |
| Adj Total FMV Of Unused Assets | 12564635 | AdjTotalFMVOfUnusedAssets |
| Cash Deemed Charitable | 188470 | CashDeemedCharitable |
| Net Noncharitable Assets | 12376165 | NetNoncharitableAssets |
| Minimum Investment Return | 618808 | MinimumInvestmentReturn |
Distributable DistributableAmount
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | 618808 | MinimumInvestmentReturn |
| Tax Based On Investment Income | 13026 | TaxBasedOnInvestmentIncome |
| Total Tax | 13026 | TotalTax |
| Distributable Amount Before Adj | 605782 | DistributableAmountBeforeAdj |
| Recoveries Qlfy Distributions | 0 | RecoveriesQlfyDistributions |
| Distributable Amount Before Ded | 605782 | DistributableAmountBeforeDed |
| Deduction Fr Distributable | $0 | DeductionFrDistributableAmount |
| Distributable Amount As Adjusted | 605782 | DistributableAmountAsAdjusted |
Qualifying Distributions QualifyingDistributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | 9728096 | ExpensesAndContributions |
| Program Related Investments Total | 0 | ProgramRelatedInvestmentsTotal |
| Qualifying Distributions | 9728096 | QualifyingDistributions |
| One Pct Sect4940e Org Net Invst Incm | 13026 | OnePctSect4940eOrgNetInvstIncm |
| Adj Qualifying Distributions | 9715070 | AdjQualifyingDistributions |
Undistributed Income UndistributedIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable Amount As Adjusted | 605782 | DistributableAmountAsAdjusted |
| Undistributed Income Prior Year | 0 | UndistributedIncomePriorYear |
| Total For Prior Years | 0 | TotalForPriorYears |
| Excess Distri Carryover Year5 | 4749268 | ExcessDistriCarryoverYear5 |
| Excess Distri Carryover Year4 | 4968518 | ExcessDistriCarryoverYear4 |
| Excess Distri Carryover Year3 | 5137655 | ExcessDistriCarryoverYear3 |
| Excess Distri Carryover Year2 | 5555141 | ExcessDistriCarryoverYear2 |
| Excess Distri Carryover Year1 | 8260365 | ExcessDistriCarryoverYear1 |
| Total Excess Distri Carryover | 28670947 | TotalExcessDistriCarryover |
| Qualifying Distributions | 9728096 | QualifyingDistributions |
| Applied To Year1 | 0 | AppliedToYear1 |
| Applied To Prior Years | 0 | AppliedToPriorYears |
| Treated As Distri From Corpus | 0 | TreatedAsDistriFromCorpus |
| Applied To Current Year | 605782 | AppliedToCurrentYear |
| Remaining Distri From Corpus | 9122314 | RemainingDistriFromCorpus |
| Excess Distri Cyov App CY Corpus | 0 | ExcessDistriCyovAppCYCorpus |
| Excess Distri Cyov Applied CY | 0 | ExcessDistriCyovAppliedCY |
| Total Corpus | 37793261 | TotalCorpus |
| Prior Year Undistributed Income | 0 | PriorYearUndistributedIncome |
| Prior Year Deficiency Or Tax | 0 | PriorYearDeficiencyOrTax |
| Taxable Amount1 | 0 | TaxableAmount1 |
| Taxable Amount2 | 0 | TaxableAmount2 |
| Undistributed Income CY | 0 | UndistributedIncomeCY |
| Distri From Corpus170b1 E Or4942g3 | 0 | DistriFromCorpus170b1EOr4942g3 |
| Excess Distri Cyov From Year5 | 4749268 | ExcessDistriCyovFromYear5 |
| Excess Distri Cyov To Next Year | 33043993 | ExcessDistriCyovToNextYear |
| Excess From Year4 | 4968518 | ExcessFromYear4 |
| Excess From Year3 | 5137655 | ExcessFromYear3 |
| Excess From Year2 | 5555141 | ExcessFromYear2 |
| Excess From Year1 | 8260365 | ExcessFromYear1 |
| Excess From Current Year | 9122314 | ExcessFromCurrentYear |
Supplementary Information SupplementaryInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | JAY SCHOTTENSTEIN | ContributingManager |
| Only Contributes To Preselected | X | OnlyContributesToPreselected |
Grant Or Contri Paid During Year GrantOrContriPaidDuringYear (69 entries)
| Address Line1RecipientUSAddress/AddressLine1 | CityRecipientUSAddress/City | StateRecipientUSAddress/State | ZIP CodeRecipientUSAddress/ZIPCode | Recipient RelationshipRecipientRelationship | Recipient Foundation StatusRecipientFoundationStatus | Purpose Of Grant Or ContributionPurposeOfGrantOrContribution | AmountAmount | Address Line2RecipientUSAddress/AddressLine2 |
|---|---|---|---|---|---|---|---|---|
| Achiezer Community Resource Center | ||||||||
| 334 Central Avenue | Lawrence | NY | 11559 | none | 501(c)(3) | Community | $50,000 | |
| Agudath Israel of America | ||||||||
| 42 Broadway - 14th Floor | New York | NY | 10004 | none | 501(c)(3) | Religious | $1,050,000 | |
| American Friends of Brothers Aid | ||||||||
| 3 Sophia St | Monsey | NY | 10952 | none | 501(c)(3) | Education | $36,000 | |
| American Friends of Chasdei Yosef | ||||||||
| 539 Eastern Parkway | Brooklyn | NY | 11212 | none | 501(c)(3) | Religious | $101,000 | |
| American Friends of Nishmat Inc | ||||||||
| 271 Madison Ave 3rd Fl | New York | NY | 10016 | none | 501(c)(3) | Religious | $275,000 | |
| American Friends of Old City Charities | ||||||||
| 30 Bay Street | Staten Island | NY | 10301 | none | 501(c)(3) | Community | $86,000 | |
| American Friends of RCT | ||||||||
| 1274 49th St Suite 515 | Brooklyn | NY | 11219 | none | 501(c)(3) | Religious | $364,409 | |
| Bar-Ilan University | ||||||||
| 235 Park Avenue South 3rd Fl | New York | NY | 10003 | none | 501(c)(3) | Education | $25,000 | |
| Batya - Friends of United Hatzalah | ||||||||
| 208 East 51st Street Suite 303 | New York | NY | 10022 | none | 501(c)(3) | Community | $35,000 | |
| Center for Jewish History | ||||||||
| 15 West 16th Street | New York | NY | 10011 | none | 501(c)(3) | Education | $50,000 | |
| Chabad of Key Biscayne Inc | ||||||||
| 211 Greenwood Dr | Key Biscayne | FL | 33149 | none | 501(c)(3) | Religious | $123,000 | |
| Chabad's Children of Chernobyl | ||||||||
| 675 Third Avenue Suite 3210 | New York | NY | 10017 | none | 501(c)(3) | Community | $10,000 | |
| Chasdei Shimon Foundation | ||||||||
| 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) | Religious | $36,000 | |
| Columbus Community Kollel | ||||||||
| 2513 East Main St | Columbus | OH | 43209 | none | 501(c)(3) | Religious | $81,320 | |
| Columbus Jewish Federation | ||||||||
| 1175 College Ave | Columbus | OH | 43209 | none | 501(c)(3) | Community | $250,000 | |
| Columbus Torah Academy | ||||||||
| 181 Noe Bixby Rd | Columbus | OH | 43213 | none | 501(c)(3) | Education | $569,853 | |
| Congregation Ahavas Chessed | ||||||||
| 102 Summit Court | Lakewood | NJ | 08701 | none | 501(c)(3) | Religious | $6,000 | |
| Congregation Ahavas Sholom | ||||||||
| 2568 East Broad Street | Columbus | OH | 43209 | none | 501(c)(3) | Religious | $9,000 | |
| Congregation Ohev Yisroel | ||||||||
| 5314 16th Avenue 258 | Brooklyn | NY | 11204 | none | 501(c)(3) | Religious | $54 | |
| Congregation Pri Etz Chaim | ||||||||
| 28570 Nutwood Lane | Wickliffe | OH | 44092 | none | 501(c)(3) | Religious | $36,000 | |
| Congregation Torat Emet | ||||||||
| 2375 E Main St | Columbus | OH | 43209 | none | 501(c)(3) | Religious | $175,000 | |
| Diaspora Yeshiva Toras Yisrael | ||||||||
| 662 Lefferts Ave | Brooklyn | NY | 11203 | none | 501(c)(3) | Religious | $30,000 | |
| Educational Opportunity Fund Inc | ||||||||
| 1210 Main St | Asbury Park | NJ | 07712 | none | 501(c)(3) | Education | $500 | |
| Eirgun Baruch U'Marpeh | ||||||||
| 4718 - 18th Avenue Suite 149 | Brooklyn | NY | 11204 | none | 501(c)(3) | Religious | $1,000 | |
| Ezer Yoldot Hamercazi | ||||||||
| 1312 44th Street Suite 247 | Brooklyn | NY | 11219 | none | 501(c)(3) | Education | $54 | |
| Fifth Avenue Synagogue | ||||||||
| Five East 62nd Street | New York | NY | 10021 | none | 501(c)(3) | Religious | $5,000 | |
| Friends of Ohel Miriam Inc | ||||||||
| 1574 45th Street | Brooklyn | NY | 11219 | none | 501(c)(3) | Religious | $2,500 | |
| Gemilos Chasodim Chasdei Moshe | ||||||||
| 1412 Avenue M Suite 2373 | Brooklyn | NY | 11230 | none | 501(c)(3) | Religious | $374,150 | |
| Hadassah | ||||||||
| 50 W 58 St | New York | NY | 10019 | none | 501(c)(3) | Religious | $25,000 | |
| Hillel Foundation at OSU | ||||||||
| 46 E 16th Ave | Columbus | OH | 43201 | none | 501(c)(3) | Education | $25,000 | |
| IR David Foundation | ||||||||
| 575 Lexington Avenue 4th Floor | New York | NY | 10022 | none | 501(c)(3) | Community | $200,000 | |
| Israel Antiquities Authority | ||||||||
| 51 W 52nd St | New York | NY | 10019 | none | 501(c)(3) | Historical Conservation | $1,000,000 | |
| Israel Leadership Institute | ||||||||
| 190 Stanbery Avenue | Columbus | OH | 43209 | none | 501(c)(3) | Education | $1,000 | |
| Jerusalem Reclamation Project | ||||||||
| 470 7th Ave Suite 311 | New York | NY | 10018 | none | 501(c)(3) | Community | $10,000 | |
| Jewish Community Center -JCC | ||||||||
| 1125 College Ave | Columbus | OH | 43209 | none | 501(c)(3) | Community | $450,000 | |
| Jewish Family Services | ||||||||
| 1070 College Avenue | Columbus | OH | 43209 | none | 501(c)(3) | Community | $10,000 | |
| Jewish Lifeline Network | ||||||||
| 386 Route 59 | Monsey | NY | 10952 | none | 501(c)(3) | Community | $9,000 | |
| Jewish National Fund | ||||||||
| 42 E 69th St | New York | NY | 10021 | none | 501(c)(3) | Community | $245,000 | |
| Jewish Student Information Center | ||||||||
| 5319 A 16th Avenue - Attn Jeff | Brooklyn | NY | 11204 | none | 501(c)(3) | Community | $180 | Seidel |
| Knesset Yehuda | ||||||||
| 848 E13th St | Brooklyn | NY | 11230 | none | 501(c)(3) | Religious | $1,000 | |
| Ladies Bikur Cholim D'Satmar | ||||||||
| 545 Bedford Avenue | Brooklyn | NY | 11211 | none | 501(c)(3) | Community | $54 | |
| Lev Malka | ||||||||
| 1467-59th Street | Brooklyn | NY | 11219 | none | 501(c)(3) | Community | $54 | |
| Machnes Israel | ||||||||
| 770 Eastern Parkway | Brooklyn | NY | 11213 | none | 501(c)(3) | Religious | $18,000 | |
| Manhattan Jewish Experience | ||||||||
| 131 West 86th Street | New York | NY | 10024 | none | 501(c)(3) | Religious | $5,000 | |
| Mechon L'Rabunei Yeshuvim | ||||||||
| 1312 44th Street Suite 144 | Brooklyn | NY | 11219 | none | 501(c)(3) | Religious | $50,000 | |
| Mesivtha Tifereth Jerusalem | ||||||||
| 145 East Broadway | New York | NY | 10002 | none | 501(c)(3) | Education | $3,600 | |
| Mesorah Heritage Foundation | ||||||||
| 4401 Second Ave | Brooklyn | NY | 11232 | none | 501(c)(3) | Religious | $2,750,000 | |
| Mosdos Ohr Hatorah | ||||||||
| 1508 Warrensville Center Rd | Cleveland Heights | OH | 44121 | none | 501(c)(3) | Religious | $7,200 | |
| National Council of Jewish Women | ||||||||
| 3000 B E Main St 272 | Columbus | OH | 43209 | none | 501(c)(3) | Religious | $5,000 | |
| Ner Israel Rabbinical College | ||||||||
| 400 Mt Wilson Lane | Baltimore | MD | 21208 | none | 501(c)(3) | Education | $37,500 | |
| North American Friends of Elkabetz Institutions | ||||||||
| 5300 N Braeswood Suite 370 | Houston | TX | 77096 | none | 501(c)(3) | Religious | $2,500 | |
| OAE Pinsk Karlin | ||||||||
| 1274 49th St 213 | Brooklyn | NY | 11219 | none | 501(c)(3) | Religious | $72,000 | |
| Ohev Yisroel | ||||||||
| 5314 16th Avenue 258 | Brooklyn | NY | 11204 | none | 501(c)(3) | Education | $180 | |
| Orthodox Union | ||||||||
| 11th Broadway | New York | NY | 10004 | none | 501(c)(3) | Religious | $500 | |
| Proclaiming Justice To The Nations Inc | ||||||||
| 370 S Lowe Ave A317 | Franklin | TN | 37068 | none | 501(c)(3) | Religious | $5,000 | |
| The Yashar Organization | ||||||||
| 3832 Lyme Avenue | Brooklyn | NY | 11224 | none | 501(c)(3) | Community | $20,000 | |
| Torah School for Israel | ||||||||
| 40 Exchange Place | New York | NY | 10269 | none | 501(c)(3) | Education | $500 | |
| Touro Synagogue | ||||||||
| 85 Touro St | Newport | RI | 02840 | none | 501(c)(3) | Religious | $10,000 | |
| Trustees University of Pennsylvania | ||||||||
| 3440 Market St - Suite 300 | Philadelphia | PA | 19104 | none | 501(c)(3) | Education | $250,000 | |
| United Hatzalah of Israel | ||||||||
| 208 East 51st Street Suite 303 | New York | NY | 10022 | none | 501(c)(3) | Religious | $131,000 | |
| United Way of Central Ohio | ||||||||
| 360 South Third Street | Columbus | OH | 43215 | none | 501(c)(3) | Community | $25,000 | |
| Vaad Ho-ir Fund | ||||||||
| 1175 College Ave | Columbus | OH | 43209 | none | 501(c)(3) | Education | $25,000 | |
| Western Wall Heritage Foundation | ||||||||
| 587 Fifth Ave 7th Floor | New York | NY | 10017 | none | 501(c)(3) | Historical Conservation | $133,334 | |
| Yad Avraham of NY Inc | ||||||||
| 1271 Avenue of the Americas | New York | NY | 10020 | none | 501(c)(3) | Religious | $250,000 | |
| Yad Ezrah | ||||||||
| 12A North Airmont Road | Suffern | NY | 10901 | none | 501(c)(3) | Community | $54 | |
| Yad L'Achim | ||||||||
| 172 1/2 Lee Ave | Brooklyn | NY | 11211 | none | 501(c)(3) | Religious | $3,600 | |
| Yeshiva University Honors College | ||||||||
| 500 West 185th St 12th Fl Belfer | New York | NY | 10033 | none | 501(c)(3) | Education | $50,000 | Hall |
| Yeshiva University | ||||||||
| 500 West 185th St | New York | NY | 10033 | none | 501(c)(3) | Education | $75,000 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Grant Or Contri Paid During Year | 9728096 | TotGrantOrContriPaidDuringYear |
| Tot Grant Or Contri Approved Future | 0 | TotGrantOrContriApprovedFuture |
Analysis Income Producing Acty AnalysisIncomeProducingActy
Int On Savings And Temp Cash Invst IntOnSavingsAndTempCashInvst
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 14 | ExclusionCode |
| Exclusion | $48 | ExclusionAmount |
Dividends And Int From Sec Part VII DividendsAndIntFromSecPartVII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 14 | ExclusionCode |
| Exclusion | $1,302,634 | ExclusionAmount |
Net Rntl Incm Re Not Debt Fincd Prop NetRntlIncmReNotDebtFincdProp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 16 | ExclusionCode |
| Exclusion | $0 | ExclusionAmount |
Subtotals Part XVIA SubtotalsPartXVIA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Income | $0 | UnrelatedBusinessIncomeAmount |
| Exclusion | $1,302,682 | ExclusionAmount |
| Related Or Exempt Function Income | 0 | RelatedOrExemptFunctionIncome |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Part XVIA | 1302682 | TotalPartXVIA |
Trnsfr Tr Rln With Noncharitable EO TrnsfrTrRlnWithNoncharitableEO
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Noncharitable EO | 0 | TrnsfrOfCashToNoncharitableEO |
| Trnsfr Oth Assets Noncharitable EO | 0 | TrnsfrOthAssetsNoncharitableEO |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssets |
| Purchase Assets Noncharitable EO | 0 | PurchaseAssetsNoncharitableEO |
| Rental Of Facilities Etc | 0 | RentalOfFacilitiesEtc |
| Reimbursement Arrangements | 0 | ReimbursementArrangements |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuarantees |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtc |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtc |
| Relationships Noncharitable E Os | 0 | RelationshipsNoncharitableEOs |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | X | Organization501c3ExemptPF |
| General Rule | X | GeneralRule |
Contributor Info ContributorInfo (2 entries)
| Contributor NumberContributorNumber | Contributor Name IndividualContributorNameIndividual | Address Line1ContributorAddressUS/AddressLine1 | CityContributorAddressUS/City | StateContributorAddressUS/State | ZIP CodeContributorAddressUS/ZIPCode | Aggregate ContributionsAggregateContributions | Person Contribution TypePersonContributionType |
|---|---|---|---|---|---|---|---|
| (no name) | |||||||
| 1 | Jay Schottenstein | c/o Charles Spicer Inc 4300 E 5th A | Columbus | OH | 43219 | 850000 | X |
| SEI Inc | |||||||
| 2 | 4300 E 5th Avenue | Columbus | OH | 43219 | 796089 | X | |
Expln Of Non Filing With AG Stmt ExplnOfNonFilingWithAGStmt
| Field | Value | IRS element (for citing) |
|---|---|---|
| Statement | 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." | Statement |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corp Stock InvestmentsCorpStock (3 entries)
| Name Of StockNameOfStock | EOY Book ValueEOYBookValue | EOYFMVEOYFMV |
|---|---|---|
| American Eagle Stock (ML Acct) | 405983 | 3076500 |
| American Eagle Stock (JP Morgan Acct) | 3799695 | 9229500 |
| CABCO TST for GS CAP I (JP Morgan Acct) | 190085 | 144880 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses OtherExpenses (6 entries)
| DescriptionDescription | Revenue And Expenses Per BooksRevenueAndExpensesPerBooks | Net Investment IncomeNetInvestmentIncome | Disbursements Charitable PrpsDisbursementsCharitablePrps |
|---|---|---|---|
| Filing Fees - State of Ohio | 200 | 0 | 0 |
| Administrative costs - East Main | 2882 | 0 | 0 |
| Misc. | 176 | 0 | 0 |
| Insurance - East Main | 610 | 610 | 0 |
| Utilities - East Main | 2377 | 0 | 0 |
| Repairs & Maintenance - East Main | 730 | 730 | 0 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees OtherProfessionalFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | Investment Expense | Category |
| Amount | $95 | Amount |
| Net Investment Income | 95 | NetInvestmentIncome |
| Disbursements Charitable Prps | 0 | DisbursementsCharitablePrps |
Taxes Schedule TaxesSchedule
Taxes Taxes (2 entries)
| CategoryCategory | AmountAmount | Net Investment IncomeNetInvestmentIncome | Disbursements Charitable PrpsDisbursementsCharitablePrps |
|---|---|---|---|
| Excise Tax 2011 | $2,049 | 0 | 0 |
| Real Estate Tax - East Main | $10,862 | 6012 | 0 |
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