SAUL SCHOTTENSTEIN FOUNDATION B: Form 990PF, tax year 2012
View the entire original 990 at ProPublica ↗
- Organization
- SAUL SCHOTTENSTEIN FOUNDATION B (EIN 27-0167751)
- Tax period
- 2012-01-01 to 2012-12-31
- Filed
- 2013-11-14
- IRS object ID
- 201343189349101319
- Schema version
- 2012v2.3
- 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
- Compensation Explanation
- Depreciation Schedule
- Gain Loss Sale Other Assets Sch
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Land Etc Schedule2
- Other Expenses Schedule
- Other Income Schedule2
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2013-11-14T15:31:17-06:00 | Timestamp |
| Tax Period End Date | 2012-12-31 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | NEILLEY & CO CPAS INC | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2720 AIRPORT DR | AddressLine1 |
| City | COLUMBUS | City |
| State | OH | State |
| ZIP Code | 432192219 | 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 | 270167751 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SAUL SCHOTTENSTEIN FOUNDATION B | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | SAUL | NameControl |
| Phone | 5136212666 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3512 AULTWOOD LANE | AddressLine1 |
| City | CINCINNATI | City |
| State | OH | State |
| ZIP Code | 452082523 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | JEFFREY P HARRIS | Name |
| Title | DIRECTOR | Title |
| Phone | 5136212666 | Phone |
| Date Signed | 2013-11-12 | DateSigned |
| Authorize Third Party | false | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | GRANT A NEILLEY CPA | Name |
| Phone | 6144181775 | Phone |
| Date Prepared | 2013-11-12 | DatePrepared |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2012 | TaxYear |
| Build TS | 2016-03-07 17:11:31Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exempt PF | X | ExemptPF |
| FMV Assets EOY | 6683267 | FMVAssetsEOY |
| Method Of Accounting Cash | X | MethodOfAccountingCash |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Received Rev And Expnss | 546000 | ContriReceivedRevAndExpnss |
| Interest On Savings Rev And Expnss | 13337 | InterestOnSavingsRevAndExpnss |
| Interest On Savings Net Invst Incm | 13337 | InterestOnSavingsNetInvstIncm |
| Dividends Rev And Expnss | 41943 | DividendsRevAndExpnss |
| Dividends Net Invst Incm | 41943 | DividendsNetInvstIncm |
| Net Gain Sale Assets Rev And Expnss | 10763 | NetGainSaleAssetsRevAndExpnss |
| Gross Sales Price | 529605 | GrossSalesPrice |
| Other Income Rev And Expnss | 520 | OtherIncomeRevAndExpnss |
| Total Revenue And Expenses | 612563 | TotalRevenueAndExpenses |
| Total Net Investment Income | 55280 | TotalNetInvestmentIncome |
| Oth Empl Slrs Wgs Rev And Expnss | 38458 | OthEmplSlrsWgsRevAndExpnss |
| Oth Empl Slrs Wgs Dsbrs Chrtbl Prps | 38458 | OthEmplSlrsWgsDsbrsChrtblPrps |
| Pension Empl Bnft Rev And Expnss | 3677 | PensionEmplBnftRevAndExpnss |
| Pension Empl Bnft Dsbrs Chrtbl Prps | 3677 | PensionEmplBnftDsbrsChrtblPrps |
| Accounting Fees Rev And Expnss | 4800 | AccountingFeesRevAndExpnss |
| Accounting Fees Net Invst Incm | 3000 | AccountingFeesNetInvstIncm |
| Accounting Fees Dsbrs Chrtbl Prps | 1800 | AccountingFeesDsbrsChrtblPrps |
| Other Prof Fees Rev And Expnss | 3720 | OtherProfFeesRevAndExpnss |
| Other Prof Fees Net Invst Incm | 3720 | OtherProfFeesNetInvstIncm |
| Taxes Rev And Expnss | 366 | TaxesRevAndExpnss |
| Taxes Net Invst Incm | 366 | TaxesNetInvstIncm |
| Trav Conf Meeting Rev And Expnss | 15718 | TravConfMeetingRevAndExpnss |
| Trav Conf Meeting Dsbrs Chrtbl Prps | 15718 | TravConfMeetingDsbrsChrtblPrps |
| Other Expenses Rev And Expnss | 69907 | OtherExpensesRevAndExpnss |
| Other Expenses Net Invst Incm | 173 | OtherExpensesNetInvstIncm |
| Other Expenses Dsbrs Chrtbl Prps | 69734 | OtherExpensesDsbrsChrtblPrps |
| Tot Opr Expenses Rev And Expnss | 136646 | TotOprExpensesRevAndExpnss |
| Tot Opr Expenses Net Invst Incm | 7259 | TotOprExpensesNetInvstIncm |
| Tot Opr Expenses Dsbrs Chrtbl Prps | 129387 | TotOprExpensesDsbrsChrtblPrps |
| Contri Gifts Paid Rev And Expnss | 147710 | ContriGiftsPaidRevAndExpnss |
| Contri Gifts Paid Dsbrs Chrtbl Prps | 147710 | ContriGiftsPaidDsbrsChrtblPrps |
| Total Expenses Rev And Expnss | 284356 | TotalExpensesRevAndExpnss |
| Total Expenses Net Invst Incm | 7259 | TotalExpensesNetInvstIncm |
| Total Expenses Dsbrs Chrtbl Prps | 277097 | TotalExpensesDsbrsChrtblPrps |
| Excess Of Revenue Over Expenses | 328207 | ExcessOfRevenueOverExpenses |
| Net Investment Income | 48021 | NetInvestmentIncome |
Balance Sheets BalanceSheets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | -1 | CashBOY |
| Cash EOY | 9 | CashEOY |
| Savings And Temp Cash Invst BOY | 5453542 | SavingsAndTempCashInvstBOY |
| Savings And Temp Cash Invst EOY | 4921950 | SavingsAndTempCashInvstEOY |
| Savings And Temp Cash Invst EOYFMV | 4921950 | SavingsAndTempCashInvstEOYFMV |
| Investments Corp Stock BOY | 618953 | InvestmentsCorpStockBOY |
| Investments Corp Stock EOY | 1678601 | InvestmentsCorpStockEOY |
| Investments Corp Stock EOYFMV | 1747529 | InvestmentsCorpStockEOYFMV |
| Investments Corp Bonds BOY | 199859 | InvestmentsCorpBondsBOY |
| Investments Other BOY | 13788 | InvestmentsOtherBOY |
| Investments Other EOY | 13788 | InvestmentsOtherEOY |
| Investments Other EOYFMV | 13788 | InvestmentsOtherEOYFMV |
| Land Building And Equipment Basis | 2951 | LandBuildingAndEquipmentBasis |
| Accum Deprec Land Bldg And Equip | 2951 | AccumDeprecLandBldgAndEquip |
| Total Assets BOY | 6286141 | TotalAssetsBOY |
| Total Assets EOY | 6614348 | TotalAssetsEOY |
| Total Assets EOYFMV | 6683267 | TotalAssetsEOYFMV |
| Total Liabilities EOY | 0 | TotalLiabilitiesEOY |
| Org That Follow SFAS117 | X | OrgThatFollowSFAS117 |
| Unrestricted BOY | 6286141 | UnrestrictedBOY |
| Unrestricted EOY | 6614348 | UnrestrictedEOY |
| Total Net Assets BOY | 6286141 | TotalNetAssetsBOY |
| Total Net Assets EOY | 6614348 | TotalNetAssetsEOY |
| Total Liabilities Net Assets BOY | 6286141 | TotalLiabilitiesNetAssetsBOY |
| Total Liabilities Net Assets EOY | 6614348 | TotalLiabilitiesNetAssetsEOY |
Changes In Net Assets Fund Balances ChangesInNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Net Assets Fund Balances BOY | 6286141 | TotalNetAssetsFundBalancesBOY |
| Excess Of Revenue Over Expenses | 328207 | ExcessOfRevenueOverExpenses |
| Subtotal | 6614348 | Subtotal |
| Total Net Assets Fund Balances EOY | 6614348 | TotalNetAssetsFundBalancesEOY |
Qlfy Und Sect4940e For Reduced Tax QlfyUndSect4940eForReducedTax
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable For4942 Tax | false | LiableFor4942Tax |
| Qualifying Distributions Year1 | 305000 | QualifyingDistributionsYear1 |
| Noncharitable Assets Year1 | 6108035 | NoncharitableAssetsYear1 |
| Distribution Ratio Year1 | 0.049934 | DistributionRatioYear1 |
| Qualifying Distributions Year2 | 182778 | QualifyingDistributionsYear2 |
| Noncharitable Assets Year2 | 6082085 | NoncharitableAssetsYear2 |
| Distribution Ratio Year2 | 0.030052 | DistributionRatioYear2 |
| Qualifying Distributions Year3 | 11600 | QualifyingDistributionsYear3 |
| Noncharitable Assets Year3 | 1475616 | NoncharitableAssetsYear3 |
| Distribution Ratio Year3 | 0.007861 | DistributionRatioYear3 |
| Total Distribution Ratio | 0.087847 | TotalDistributionRatio |
| Average Distribution Ratio | 0.029282 | AverageDistributionRatio |
| Net Noncharitable Assets | 6362952 | NetNoncharitableAssets |
| Adjusted Noncharitable Assets | 186320 | AdjustedNoncharitableAssets |
| One Percent Net Investment Income | 480 | OnePercentNetInvestmentIncome |
| Adj Nonchrtbl Assets And One | 186800 | AdjNonchrtblAssetsAndOnePct |
| Qualifying Distributions | 277097 | QualifyingDistributions |
Excise Tax Based On Investment Incm ExciseTaxBasedOnInvestmentIncm
| Field | Value | IRS element (for citing) |
|---|---|---|
| Domestic Org Meeting Sect4940e | X | DomesticOrgMeetingSect4940e |
| Investment Income Excise Tax | 480 | InvestmentIncomeExciseTax |
| Subtotal | 480 | Subtotal |
| Tax Based On Investment Income | 480 | TaxBasedOnInvestmentIncome |
| Est Tax Payments And Overpayment | 815 | EstTaxPaymentsAndOverpayment |
| Tax Paid With Extension | 500 | TaxPaidWithExtension |
| Total Credits And Payments | 1315 | TotalCreditsAndPayments |
| Overpayment | 835 | Overpayment |
| Amount Credited To Next Year | 835 | AmountCreditedToNextYear |
Statements Regarding Activities StatementsRegardingActivities
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Activities | false | LegislativePoliticalActivities |
| More Than100 Spent | false | MoreThan100Spent |
| Form1120 POL Filed | false | Form1120POLFiled |
| Activities Not Prev Reported | false | ActivitiesNotPrevReported |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylaws |
| Unrelated Bus Income Over1000 | false | UnrelatedBusIncomeOver1000 |
| Termination Etc | false | TerminationEtc |
| Requirements Of Sect508e | true | RequirementsOfSect508e |
| At Least5000 In Assets | true | AtLeast5000InAssets |
| States Filed With | OH | StatesFiledWith |
| Form990 PF Filed With AG | true | Form990PFFiledWithAG |
| Private Operating Foundation | false | PrivateOperatingFoundation |
| New Substantial Contributors | false | NewSubstantialContributors |
| Interest In Controlled Entity | false | InterestInControlledEntity |
| Applicable Insurance Contract | false | ApplicableInsuranceContract |
| Comply With Public Inspection Rqr | true | ComplyWithPublicInspectionRqr |
| Website Address | JHARRIS@STATMANHARRIS.COM | WebsiteAddress |
| Books In Care Of Person Name | JEFFREY HARRIS | BooksInCareOfPersonName |
| Books In Care Of Phone Number | 5136212666 | BooksInCareOfPhoneNumber |
Books In Care Of US Address BooksInCareOfUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3512 AULTWOOD LANE | AddressLine1 |
| City | CINCINNATI | City |
| State | OH | State |
| ZIP Code | 452082523 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Bank | false | ForeignBank |
Statements Regarding Acty4720 StatementsRegardingActy4720
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exchange With Dsqfly Person | false | SaleOrExchangeWithDsqflyPerson |
| Borrow Or Lend With Dsqfly Person | false | BorrowOrLendWithDsqflyPerson |
| Furnished Goods With Dsqfly Person | false | FurnishedGoodsWithDsqflyPerson |
| Pay Compensation To Dsqfly Person | false | PayCompensationToDsqflyPerson |
| Transfer Assets To Dsqfly Person | false | TransferAssetsToDsqflyPerson |
| Payment To Government Offical | false | PaymentToGovernmentOffical |
| Undistributed Income Prior Years | false | UndistributedIncomePriorYears |
| Business Holdings | false | BusinessHoldings |
| Jeopardy Investments | false | JeopardyInvestments |
| Uncorrected Jeopardy Investments | false | UncorrectedJeopardyInvestments |
| Influence Legislation | false | InfluenceLegislation |
| Influence Election | false | InfluenceElection |
| Grants To Individuals | false | GrantsToIndividuals |
| Grants To Organizations | false | GrantsToOrganizations |
| Noncharitable Purpose | false | NoncharitablePurpose |
| Rcv Funds To Pay Prsnl Bnft Contract | false | RcvFundsToPayPrsnlBnftContract |
| Pay Premiums Prsnl Bnft Contract | false | PayPremiumsPrsnlBnftContract |
| Prohibited Tax Shelter Transactn | false | ProhibitedTaxShelterTransactn |
Ofcr Dir Trustees Key Employee Info OfcrDirTrusteesKeyEmployeeInfo
Ofcr Dir Trustees Or Key Employee OfcrDirTrusteesOrKeyEmployee
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person Name | JEFFREY P HARRIS | PersonName |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3512 AULTWOODS LANE | AddressLine1 |
| City | CINCINNATI | City |
| State | OH | State |
| ZIP Code | 45208 | 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 |
| Comp Of Hghst Paid Cntrct NONE | NONE | CompOfHghstPaidCntrctNONE |
Summary Of Direct Charitable Acty SummaryOfDirectCharitableActy
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | TO CONDUCT AND SUPPORT PROGRAMS AND ACTIVITIES FOR PUBLIC, CHARITABLE, SCIENTIFIC AND/OR EDUCATIONAL PURPOSES, AND TO MAKE CONTRIBUTIONS TO ORGANIZATIONS DESCRIBED IN SECTION 501(C)(3) AND EXEMPT FROM TAXATION UNDER SECTION 501(A) OF THE INTERNAL REVENUE CODE OF 1986(OR THE CORRESPONDING PROVISIONS OF ANY SUBSEQUENT FEDERAL LAW.) | Description1 |
| Expenses1 | 122798 | Expenses1 |
Sum Of Program Related Investments SumOfProgramRelatedInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | N/A | Description1 |
Minimum Investment Return MinimumInvestmentReturn
| Field | Value | IRS element (for citing) |
|---|---|---|
| Avg Monthly FMV Of Securities | 1272102 | AvgMonthlyFMVOfSecurities |
| Avg Monthly Cash Balances | 5187748 | AvgMonthlyCashBalances |
| FMV All Other Noncharitable Assets | 0 | FMVAllOtherNoncharitableAssets |
| Total FMV Of Unused Assets | 6459850 | TotalFMVOfUnusedAssets |
| Adj Total FMV Of Unused Assets | 6459850 | AdjTotalFMVOfUnusedAssets |
| Cash Deemed Charitable | 96898 | CashDeemedCharitable |
| Net Noncharitable Assets | 6362952 | NetNoncharitableAssets |
| Minimum Investment Return | 318148 | MinimumInvestmentReturn |
Distributable DistributableAmount
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | 318148 | MinimumInvestmentReturn |
| Tax Based On Investment Income | 480 | TaxBasedOnInvestmentIncome |
| Total Tax | 480 | TotalTax |
| Distributable Amount Before Adj | 317668 | DistributableAmountBeforeAdj |
| Distributable Amount Before Ded | 317668 | DistributableAmountBeforeDed |
| Distributable Amount As Adjusted | 317668 | DistributableAmountAsAdjusted |
Qualifying Distributions QualifyingDistributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | 277097 | ExpensesAndContributions |
| Qualifying Distributions | 277097 | QualifyingDistributions |
| One Pct Sect4940e Org Net Invst Incm | 480 | OnePctSect4940eOrgNetInvstIncm |
| Adj Qualifying Distributions | 276617 | AdjQualifyingDistributions |
Undistributed Income UndistributedIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable Amount As Adjusted | 317668 | DistributableAmountAsAdjusted |
| Undistributed Income Prior Year | 182813 | UndistributedIncomePriorYear |
| Qualifying Distributions | 277097 | QualifyingDistributions |
| Applied To Year1 | 182813 | AppliedToYear1 |
| Applied To Current Year | 94284 | AppliedToCurrentYear |
| Undistributed Income CY | 223384 | UndistributedIncomeCY |
Supplementary Information SupplementaryInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contributes To Preselected | X | OnlyContributesToPreselected |
Grant Or Contri Paid During Year GrantOrContriPaidDuringYear (29 entries)
| Business Name Line2RecipientBusinessName/BusinessNameLine2 | Address Line1RecipientUSAddress/AddressLine1 | CityRecipientUSAddress/City | StateRecipientUSAddress/State | ZIP CodeRecipientUSAddress/ZIPCode | Purpose Of Grant Or ContributionPurposeOfGrantOrContribution | AmountAmount |
|---|---|---|---|---|---|---|
| LIVING ARRANGEMENTS FOR THE | ||||||
| DEVELOPMENTALLY DISABLED | 3603 VICTORY PARKWAY | CINCINNATI | OH | 45229 | TO SUPPORT PROGRAMS | $11,000 |
| CONTEMPORARY ARTS CENTER | ||||||
| 44 EAST SIXTH AVENUE | CINCINNATI | OH | 45202 | TO SUPPORT PROGRAMS | $1,000 | |
| CENTER FOR RELIGIOUS TOLERANCE | ||||||
| 520 RALPH STREET | SARASOTA | FL | 34242 | TO SUPPORT PROGRAMS | $5,200 | |
| JEWISH NATIONAL FUND | ||||||
| 9918 CARVER ROAD 102 | CINCINNATI | OH | 45242 | TO SUPPORT PROGRAMS | $2,500 | |
| SEQUIN SERVICES INC | ||||||
| 3100 S CENTRAL AVENUE | CICERO | IL | 60804 | TO SUPPORT PROGRAMS | $5,000 | |
| VSA OHIO | ||||||
| 77 S HIGH STREET | COLUMBUS | OH | 43215 | TO SUPPORT PROGRAMS | $5,000 | |
| JEWISH FAMILY & CHILDREN SERVICES | ||||||
| 2100 ARCH STREET | PHILADELPHIA | PA | 19103 | TO SUPPPORT PROGRAMS | $5,000 | |
| JEWISH COMMUNITY CENTER MANHATTAN | ||||||
| 334 AMSTERDAM AVENUE | NEW YORK | NY | 10023 | TO SUPPORT PROGRAMS | $65,000 | |
| EDEN VILLAGE CAMP | ||||||
| 392 DENNYTOWN | PUTNAM VALLEY | NY | 10579 | TO SUPPORT PROGRAMS | $6,000 | |
| REELABILITIES NY DISABILITIES FILM | ||||||
| FESTIVAL | 334 AMSTERDAM AVENUE | NEW YIORK | NY | 10023 | TO SUPPORT PROGRAMS | $5,350 |
| SOUTH BANK PARTNERS | ||||||
| 421 MONMOUTH STREET | NEWORT | KY | 41071 | TO SUPPORT PROGRAMS | $3,500 | |
| CINCINNATI HEBREW DAY SCHOOL | ||||||
| 2222 LOSANTIVILLE AVENUE | CINCINNATI | OH | 45237 | TO SUPPORT PROGRAMS | $2,500 | |
| PURCELL MARIAN HIGH SCHOOL | ||||||
| 2935 HACKBERRY STREET | CINCINNATI | OH | 45206 | TO SUPPORT PROGRAMS | $250 | |
| COLLEGE OF MOUNT ST JOSEPH | ||||||
| 5701 DEHLI ROAD | CINCINNATI | OH | 45233 | TO SUPPORT PROGRAMS | $2,500 | |
| CONTEMPORARY ARTS CENTER | ||||||
| 44 EAST SIXTH STREET | CINCINNATI | OH | 45202 | TO SUPPORT PROGRAMS | $6,250 | |
| NATIONAL UNDERGROUND RAILROAD | ||||||
| FREEDOM CENTER | 50 EAST FREEDOM WAY | CINCINNATI | OH | 45202 | TO SUPPORT PROGRAMS | $10,000 |
| JEWISH FEDERATION CINCINNATI | ||||||
| 8499 RIDGE ROAD | CINCINNATI | OH | 45236 | TO SUPPORT PROGRAMS | $500 | |
| 4C FOR CHILDREN | ||||||
| 1924 DANA AVENUE | CINCINNATI | OH | 45207 | TO SUPPORT PROGRAMS | $100 | |
| REDWOOD SCHOOL & REHABILITATION | ||||||
| CENTER | 71 ORPHANAGE ROAD | FORT MITCHELL | KY | 41017 | TO SUPPORT PROGRAMS | $100 |
| FRANKLIN ACADEMY | ||||||
| 140 RIVER ROAD | EAST HADDAM | CT | 06423 | TO SUPPORT PROGRAMS | $100 | |
| SEVEN HILLS SCHOOL | ||||||
| 5400 RED BANK ROAD | CINCINNATI | OH | 45227 | TO SUPPORT PROGRAMS | $100 | |
| PENLAND SCHOOL OF CRAFTS | ||||||
| 67 DORAS TRAIL | PENLAND | NC | 28765 | TO SUPPORT PROGRAMS | $100 | |
| LEGAIL AID SOCIETY CINCINNATI | ||||||
| 215 E NINTH STREET STE | CINCINNATI | OH | 45202 | TO SUPPORT PROGRAMS | $100 | |
| FRIENDS OF CEDAR VILLAGE | ||||||
| 5467 CEDAR VILLAGE DRIVE | MASON | OH | 45040 | TO SUPPORT PROGRAMS | $100 | |
| BIG BROTHER BIG SISTERS | ||||||
| 2400 READING ROAD STE 14 | CINCINNATI | OH | 45202 | TO SUPPORT PROGRAMS | $100 | |
| CITY GOSPEL MISSION | ||||||
| 1419 ELM STREET | CINCINNATI | OH | 45202 | TO SUPPORT PROGRAMS | $60 | |
| SPCA CINCINNATI | ||||||
| 11900 CONREY ROAD | CINCINNATI | OH | 45249 | TO SUPPORT PROGRAMS | $100 | |
| CONGREGATION BETH ADAM | ||||||
| 10001 LOVELAND-MADEIRA RD | LOVELAND | OH | 45140 | TO SUPPORT PROGRAMS | $200 | |
| ELIJAH INTERFAITH INSTITUTE | ||||||
| POB 4069 CHOPIN | JERUSALEM ISRAEL | CA | 91040 | FOSTER PEACE BETWEEN RELIGIONS | $10,000 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Grant Or Contri Paid During Year | 147710 | TotGrantOrContriPaidDuringYear |
Analysis Income Producing Acty AnalysisIncomeProducingActy
Int On Savings And Temp Cash Invst IntOnSavingsAndTempCashInvst
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 14 | ExclusionCode |
| Exclusion | $13,337 | ExclusionAmount |
Dividends And Int From Sec Part VII DividendsAndIntFromSecPartVII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 14 | ExclusionCode |
| Exclusion | $41,943 | ExclusionAmount |
Gain Sales Assets Oth Than Invntry GainSalesAssetsOthThanInvntry
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Income | 10763 | RelatedOrExemptFunctionIncome |
Other Revenue Described OtherRevenueDescribed
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | MISCELLANEOUS | Description |
| Exclusion Code | 14 | ExclusionCode |
| Exclusion | $520 | ExclusionAmount |
Subtotals Part XVIA SubtotalsPartXVIA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $55,800 | ExclusionAmount |
| Related Or Exempt Function Income | 10763 | RelatedOrExemptFunctionIncome |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Part XVIA | 66563 | TotalPartXVIA |
Trnsfr Tr Rln With Noncharitable EO TrnsfrTrRlnWithNoncharitableEO
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Noncharitable EO | false | TrnsfrOfCashToNoncharitableEO |
| Trnsfr Oth Assets Noncharitable EO | false | TrnsfrOthAssetsNoncharitableEO |
| Sales Or Exchanges Of Assets | false | SalesOrExchangesOfAssets |
| Purchase Assets Noncharitable EO | false | PurchaseAssetsNoncharitableEO |
| Rental Of Facilities Etc | false | RentalOfFacilitiesEtc |
| Reimbursement Arrangements | false | ReimbursementArrangements |
| Loans Or Loan Guarantees | false | LoansOrLoanGuarantees |
| Performance Of Services Etc | false | PerformanceOfServicesEtc |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtc |
| Relationships Noncharitable E Os | false | RelationshipsNoncharitableEOs |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | X | Organization501c3ExemptPF |
| General Rule | X | GeneralRule |
Contributor Info ContributorInfo
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor Number | 1 | ContributorNumber |
| Contributor Name Individual | SAUL SCHOTTENSTEIN CHARITABLE TRUST | ContributorNameIndividual |
Contributor Address US ContributorAddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4300 EAST FIFTH AVENUE | AddressLine1 |
| City | COLUMBUS | City |
| State | OH | State |
| ZIP Code | 432191816 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Aggregate Contributions | 546000 | AggregateContributions |
| Person Contribution Type | X | PersonContributionType |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees AccountingFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING EXPENSE | Category |
| Amount | $4,800 | Amount |
| Net Investment Income | 3000 | NetInvestmentIncome |
| Disbursements Charitable Prps | 1800 | DisbursementsCharitablePrps |
Compensation Explanation CompensationExplanation
Compensation Compensation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person Name | JEFFREY P HARRIS | PersonName |
Depreciation Schedule DepreciationSchedule
Depreciation Depreciation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description Of Property | APPLE COMPUTER | DescriptionOfProperty |
| Date Acquired | 2010-11-16 | DateAcquired |
| Cost Or Other Basis | 2951 | CostOrOtherBasis |
| Prior Years Depreciation | 2951 | PriorYearsDepreciation |
| Computation Method | 200DB | ComputationMethod |
| Life | 5.0000 | Life |
Gain Loss Sale Other Assets Sch GainLossSaleOtherAssetsSch
Gain Loss Sale Other Asset GainLossSaleOtherAsset (10 entries)
| NameName | Date AcquiredDateAcquired | How AcquiredHowAcquired | Date SoldDateSold | Gross Sales PriceGrossSalesPrice | BasisBasis | Total NetTotalNet |
|---|---|---|---|---|---|---|
| DUNKIN BRANDS GROUPS | 2012-04 | PURCHASE | 2012-09 | 30289 | 30453 | -164 |
| UNION PAC CORP | 2012-03 | PURCHASE | 2012-09 | 35090 | 30760 | 4330 |
| MOTOROLA MOBILITY HOLDINGS I | 2011-01 | PURCHASE | 2012-05 | 11320 | 9930 | 1390 |
| BANK OF AMERICA | 2011-11 | PURCHASE | 2012-10 | 100000 | 100000 | |
| GOLDMAN SACHS | 2011-11 | PURCHASE | 2012-09 | 100000 | 100000 | |
| ENERGY TRANSFER PARTNERS | 2012-01 | PURCHASE | 2012-12 | 55284 | 58978 | -3694 |
| ENTERPRISE PRODS PARTNERS | 2012-01 | PURCHASE | 2012-12 | 42893 | 43320 | -427 |
| KINDER MORGAN ENERGY PARTNERS | 2012-01 | PURCHASE | 2012-12 | 54325 | 58722 | -4397 |
| MAGELLAN MIDSTREAM PARTNERS | 2012-01 | PURCHASE | 2012-12 | 50580 | 43310 | 7270 |
| PLAINS ALL AMER PIPELINE | 2012-01 | PURCHASE | 2012-12 | 49824 | 43369 | 6455 |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corp Bonds InvestmentsCorpBonds (2 entries)
| Name Of BondNameOfBond |
|---|
| GOLDMAN SACHS S |
| BANK OF AMERICA S |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corp Stock InvestmentsCorpStock (32 entries)
| Name Of StockNameOfStock | EOY Book ValueEOYBookValue | EOYFMVEOYFMV |
|---|---|---|
| AMAZON COM | 30978 | 44153 |
| AMERICAN INTL GROUP | 28984 | 41217 |
| AMERICAN INTL GROUP | 30037 | 38115 |
| APPLE | 248134 | 326754 |
| BAIDU COM INC | 44600 | 33597 |
| CHIPOTLE MEXIGAN GRILL | 15538 | 15765 |
| CISCO SYSTEMS | 61664 | 62878 |
| CLEAN ENERGY FUELS | 29232 | 18364 |
| DUKE ENERGY HOLDING CORP | 30955 | 30624 |
| 108402 | 112548 | |
| GOLDMAN SACHS GROUP INC - PREFERRED | 102923 | 102416 |
| 91766 | 103985 | |
| MAKO SURGICAL | 62664 | 44191 |
| METLIFE - PREFERRED | 101206 | 125700 |
| MOTOROLA MOBILITY HOLDINGS S | ||
| NATIONAL FUEL GAS | 30868 | 32695 |
| PRUDENTIAL FINANCIAL INC | 95494 | 111800 |
| QUALCOM | 125653 | 141040 |
| QUALTIY SYSTEMS | 31124 | 30206 |
| ROYAL DUTCH SHELL | 46868 | 45507 |
| SOUTHERN CO | 31006 | 29111 |
| SPDR S & P 500 | 61556 | 60524 |
| SPECTRA ENERGY | 31093 | 27380 |
| TALISMAN ENERGY | 31720 | 27022 |
| VERIZON COMMUNICATIONS | 31197 | 35265 |
| VODAFONE GROUP | 15616 | 13603 |
| WESTPORT INNOVATIONS | 76656 | 51604 |
| WISDOMTREE INDIA EARNINGS | 31166 | 33898 |
| ZYNGA INC | 45973 | 2129 |
| APPLE | 2174 | 2129 |
| QUALITY SYSTEMS | 2236 | 2170 |
| SPDR S&P 500 | 1118 | 1139 |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOther
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | ENERGY TRF EQUITY PARTNERSHIP | CategoryOrItem |
| Book Value | 13788 | BookValue |
| EOYFMV | 13788 | EOYFMV |
Land Etc Schedule2 LandEtcSchedule2
Land Etc LandEtc
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cost Or Other Basis | 2951 | CostOrOtherBasis |
| Accumulated Depreciation | 2951 | AccumulatedDepreciation |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses OtherExpenses (10 entries)
| DescriptionDescription | Revenue And Expenses Per BooksRevenueAndExpensesPerBooks | Net Investment IncomeNetInvestmentIncome | Disbursements Charitable PrpsDisbursementsCharitablePrps |
|---|---|---|---|
| EXPENSES | |||
| BANK CHARGES | 10 | 10 | |
| CONTRACT SERVICES | 18912 | 18912 | |
| PAYROLL EXPENSE | 1260 | 1260 | |
| ADS PROMOTING RELIGIOUS IDEAL | 45698 | 45698 | |
| OPERATIONS | 1310 | 1310 | |
| MEMBERSHIP FEES | 894 | 894 | |
| MISCELLANEOUS | 163 | 163 | |
| OUTSIDE CONTRACT SERVICES | 1210 | 1210 | |
| FACILITIES RENTAL | 450 | 450 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income OtherIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | MISCELLANEOUS | Description |
| Revenue And Expenses Per Books | 520 | RevenueAndExpensesPerBooks |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees OtherProfessionalFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | CUSTODIAL & MANAGEMENT FEES | Category |
| Amount | $3,720 | Amount |
| Net Investment Income | 3720 | NetInvestmentIncome |
Taxes Schedule TaxesSchedule
Taxes Taxes
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | FOREIGN TAXES PAID | Category |
| Amount | $366 | Amount |
| Net Investment Income | 366 | NetInvestmentIncome |
Comments