SAUL SCHOTTENSTEIN FOUNDATION C: Form 990PF, tax year 2011
View the entire original 990 at ProPublica ↗
- Organization
- SAUL SCHOTTENSTEIN FOUNDATION C (EIN 27-0167574)
- Tax period
- 2011-01-01 to 2011-12-31
- Filed
- 2012-11-13
- IRS object ID
- 201203189349101165
- Schema version
- 2011v1.2
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- Accounting Fees Schedule
- Compensation Explanation
- Contractor Compensation Expln
- Expln Of Non Filing With AG Stmt
- Gain Loss Sale Other Assets Sch
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Other Expenses Schedule
- Other Income Schedule2
- Other Increases Schedule
- Other Liabilities Schedule
- Other Notes Loans Rcvbl Short Sch2
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2012-11-13T15:53:36-06:00 | Timestamp |
| Tax Period End Date | 2011-12-31 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | LANDAKER & ASSOCIATES INC | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 128 W COUNTY LINE RD STE D | AddressLine1 |
| City | WESTERVILLE | City |
| State | OH | State |
| ZIP Code | 43082 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnType |
| Tax Period Begin Date | 2011-01-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 270167574 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SAUL SCHOTTENSTEIN FOUNDATION C | BusinessNameLine1 |
| Business Name Line2 | C/O ARSHOT INVESTMENT CORPORATION | BusinessNameLine2 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | SAUL | NameControl |
| Phone | 6144639730 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 107 S HIGH ST - 3RD FLOOR | AddressLine1 |
| City | COLUMBUS | City |
| State | OH | State |
| ZIP Code | 43215 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | THOMAS H SCHOTTENSTEIN | Name |
| Title | PRESIDENT/TRUSTEE | Title |
| Phone | 6144639730 | Phone |
| Date Signed | 2012-11-11 | DateSigned |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | JAMES A LANDAKER CPA | Name |
| Phone | 6148991101 | Phone |
| Date Prepared | 2012-11-13 | DatePrepared |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2011 | TaxYear |
| Build TS | 2016-02-24 21:20:13Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exempt PF | X | ExemptPF |
| FMV Assets EOY | 6170671 | FMVAssetsEOY |
| Method Of Accounting Accrual | X | MethodOfAccountingAccrual |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Received Rev And Expnss | 2800 | ContriReceivedRevAndExpnss |
| Not Required To Attach Schedule B | X | NotRequiredToAttachScheduleB |
| Interest On Savings Rev And Expnss | 16420 | InterestOnSavingsRevAndExpnss |
| Interest On Savings Net Invst Incm | 16420 | InterestOnSavingsNetInvstIncm |
| Interest On Savings Adj Net Incm | 16420 | InterestOnSavingsAdjNetIncm |
| Dividends Rev And Expnss | 23372 | DividendsRevAndExpnss |
| Dividends Net Invst Incm | 23372 | DividendsNetInvstIncm |
| Dividends Adj Net Incm | 23372 | DividendsAdjNetIncm |
| Net Gain Sale Assets Rev And Expnss | 80432 | NetGainSaleAssetsRevAndExpnss |
| Gross Sales Price | 217928 | GrossSalesPrice |
| Other Income Rev And Expnss | 621 | OtherIncomeRevAndExpnss |
| Other Income Net Invst Incm | 621 | OtherIncomeNetInvstIncm |
| Other Income Adj Net Incm | 621 | OtherIncomeAdjNetIncm |
| Total Revenue And Expenses | 123645 | TotalRevenueAndExpenses |
| Total Net Investment Income | 40413 | TotalNetInvestmentIncome |
| Total Adjusted Net Income | 40413 | TotalAdjustedNetIncome |
| Accounting Fees Rev And Expnss | 1789 | AccountingFeesRevAndExpnss |
| Accounting Fees Net Invst Incm | 447 | AccountingFeesNetInvstIncm |
| Accounting Fees Adj Net Incm | 447 | AccountingFeesAdjNetIncm |
| Accounting Fees Dsbrs Chrtbl Prps | 1342 | AccountingFeesDsbrsChrtblPrps |
| Other Prof Fees Rev And Expnss | 62458 | OtherProfFeesRevAndExpnss |
| Other Prof Fees Net Invst Incm | 15958 | OtherProfFeesNetInvstIncm |
| Other Prof Fees Adj Net Incm | 15958 | OtherProfFeesAdjNetIncm |
| Other Prof Fees Dsbrs Chrtbl Prps | 46500 | OtherProfFeesDsbrsChrtblPrps |
| Taxes Rev And Expnss | 677 | TaxesRevAndExpnss |
| Taxes Net Invst Incm | 477 | TaxesNetInvstIncm |
| Taxes Adj Net Incm | 477 | TaxesAdjNetIncm |
| Taxes Dsbrs Chrtbl Prps | 200 | TaxesDsbrsChrtblPrps |
| Other Expenses Rev And Expnss | 611 | OtherExpensesRevAndExpnss |
| Other Expenses Net Invst Incm | 611 | OtherExpensesNetInvstIncm |
| Other Expenses Adj Net Incm | 611 | OtherExpensesAdjNetIncm |
| Tot Opr Expenses Rev And Expnss | 65535 | TotOprExpensesRevAndExpnss |
| Tot Opr Expenses Net Invst Incm | 17493 | TotOprExpensesNetInvstIncm |
| Tot Opr Expenses Adj Net Incm | 17493 | TotOprExpensesAdjNetIncm |
| Tot Opr Expenses Dsbrs Chrtbl Prps | 48042 | TotOprExpensesDsbrsChrtblPrps |
| Contri Gifts Paid Rev And Expnss | 318259 | ContriGiftsPaidRevAndExpnss |
| Contri Gifts Paid Dsbrs Chrtbl Prps | 318259 | ContriGiftsPaidDsbrsChrtblPrps |
| Total Expenses Rev And Expnss | 383794 | TotalExpensesRevAndExpnss |
| Total Expenses Net Invst Incm | 17493 | TotalExpensesNetInvstIncm |
| Total Expenses Adj Net Incm | 17493 | TotalExpensesAdjNetIncm |
| Total Expenses Dsbrs Chrtbl Prps | 366301 | TotalExpensesDsbrsChrtblPrps |
| Excess Of Revenue Over Expenses | -260149 | ExcessOfRevenueOverExpenses |
| Net Investment Income | 22920 | NetInvestmentIncome |
| Adjusted Net Income | 22920 | AdjustedNetIncome |
Balance Sheets BalanceSheets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Savings And Temp Cash Invst BOY | 1460662 | SavingsAndTempCashInvstBOY |
| Savings And Temp Cash Invst EOY | 5181230 | SavingsAndTempCashInvstEOY |
| Savings And Temp Cash Invst EOYFMV | 5181230 | SavingsAndTempCashInvstEOYFMV |
| Other Notes And Loans Receivable | 116728 | OtherNotesAndLoansReceivable |
| Other Notes And Loans Rcvbl BOY | 85132 | OtherNotesAndLoansRcvblBOY |
| Other Notes And Loans Rcvbl EOY | 116728 | OtherNotesAndLoansRcvblEOY |
| Other Notes And Loans Rcvbl EOYFMV | 116728 | OtherNotesAndLoansRcvblEOYFMV |
| Investments Govt Oblig BOY | 3464591 | InvestmentsGovtObligBOY |
| Investments Corp Stock BOY | 297115 | InvestmentsCorpStockBOY |
| Investments Corp Stock EOY | 367101 | InvestmentsCorpStockEOY |
| Investments Corp Stock EOYFMV | 539836 | InvestmentsCorpStockEOYFMV |
| Investments Other BOY | 332538 | InvestmentsOtherBOY |
| Investments Other EOY | 332877 | InvestmentsOtherEOY |
| Investments Other EOYFMV | 332877 | InvestmentsOtherEOYFMV |
| Total Assets BOY | 5640038 | TotalAssetsBOY |
| Total Assets EOY | 5997936 | TotalAssetsEOY |
| Total Assets EOYFMV | 6170671 | TotalAssetsEOYFMV |
| Other Liabilities EOY | 62000 | OtherLiabilitiesEOY |
| Total Liabilities EOY | 62000 | TotalLiabilitiesEOY |
| Org That Follow SFAS117 | X | OrgThatFollowSFAS117 |
| Unrestricted BOY | 5640038 | UnrestrictedBOY |
| Unrestricted EOY | 5935939 | UnrestrictedEOY |
| Total Net Assets BOY | 5640038 | TotalNetAssetsBOY |
| Total Net Assets EOY | 5935939 | TotalNetAssetsEOY |
| Total Liabilities Net Assets BOY | 5640038 | TotalLiabilitiesNetAssetsBOY |
| Total Liabilities Net Assets EOY | 5997939 | TotalLiabilitiesNetAssetsEOY |
Changes In Net Assets Fund Balances ChangesInNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Net Assets Fund Balances BOY | 5640038 | TotalNetAssetsFundBalancesBOY |
| Excess Of Revenue Over Expenses | -260149 | ExcessOfRevenueOverExpenses |
| Other Increases | 556050 | OtherIncreases |
| Subtotal | 5935939 | Subtotal |
| Total Net Assets Fund Balances EOY | 5935939 | TotalNetAssetsFundBalancesEOY |
Qlfy Und Sect4940e For Reduced Tax QlfyUndSect4940eForReducedTax
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable For4942 Tax | false | LiableFor4942Tax |
| Qualifying Distributions Year1 | 322571 | QualifyingDistributionsYear1 |
| Noncharitable Assets Year1 | 6122423 | NoncharitableAssetsYear1 |
| Distribution Ratio Year1 | 0.052687 | DistributionRatioYear1 |
| Qualifying Distributions Year2 | 260212 | QualifyingDistributionsYear2 |
| Noncharitable Assets Year2 | 5953086 | NoncharitableAssetsYear2 |
| Distribution Ratio Year2 | 0.043710 | DistributionRatioYear2 |
| Total Distribution Ratio | 0.096397 | TotalDistributionRatio |
| Average Distribution Ratio | 0.048199 | AverageDistributionRatio |
| Net Noncharitable Assets | 5888450 | NetNoncharitableAssets |
| Adjusted Noncharitable Assets | 283817 | AdjustedNoncharitableAssets |
| One Percent Net Investment Income | 229 | OnePercentNetInvestmentIncome |
| Adj Nonchrtbl Assets And One | 284046 | AdjNonchrtblAssetsAndOnePct |
| Qualifying Distributions | 366301 | QualifyingDistributions |
Excise Tax Based On Investment Incm ExciseTaxBasedOnInvestmentIncm
| Field | Value | IRS element (for citing) |
|---|---|---|
| Domestic Org Meeting Sect4940e | X | DomesticOrgMeetingSect4940e |
| Investment Income Excise Tax | 229 | InvestmentIncomeExciseTax |
| Subtotal | 229 | Subtotal |
| Tax Based On Investment Income | 229 | TaxBasedOnInvestmentIncome |
| Tax Paid With Extension | 825 | TaxPaidWithExtension |
| Total Credits And Payments | 825 | TotalCreditsAndPayments |
| Overpayment | 596 | Overpayment |
| Amount Credited To Next Year | 596 | AmountCreditedToNextYear |
Statements Regarding Activities StatementsRegardingActivities
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Activities | false | LegislativePoliticalActivities |
| More Than100 Spent | false | MoreThan100Spent |
| 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 | false | 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 | ARSHOT@ARSHOT.COM | WebsiteAddress |
| Books In Care Of Person Name | THOMAS H SCHOTTENSTEIN TRUSTEE | BooksInCareOfPersonName |
| Books In Care Of Phone Number | 6144639730 | BooksInCareOfPhoneNumber |
Books In Care Of US Address BooksInCareOfUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 107 S HIGH ST - 3RD FLOOR | AddressLine1 |
| Address Line2 | 3RD FLOOR | AddressLine2 |
| City | COLUMBUS | City |
| State | OH | State |
| ZIP Code | 43215 | ZIPCode |
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 | THOMAS H SCHOTTENSTEIN | PersonName |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | C/O ARSHOT INVESTMENT CORPORATION | AddressLine1 |
| Address Line2 | 107 S HIGH ST - 3RD FLOOR | AddressLine2 |
| City | COLUMBUS | City |
| State | OH | State |
| ZIP Code | 43215 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Title | PRESIDENT | Title |
| Avg Hours Per Wk Devoted To Position | 25.00 | 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 |
Compensation Of Hghst Paid Cntrct CompensationOfHghstPaidCntrct
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person Name | THOMAS H SCHOTTENSTEIN TRUSTEE | PersonName |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 107 S HIGH ST - 3RD FLOOR | AddressLine1 |
| City | COLUMBUS | City |
| State | OH | State |
| ZIP Code | 43215 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Type Of Service | MANAGEMENT | TypeOfService |
| Compensation | 62000 | Compensation |
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 | 2657176 | AvgMonthlyFMVOfSecurities |
| Avg Monthly Cash Balances | 3320946 | AvgMonthlyCashBalances |
| FMV All Other Noncharitable Assets | 0 | FMVAllOtherNoncharitableAssets |
| Total FMV Of Unused Assets | 5978122 | TotalFMVOfUnusedAssets |
| Adj Total FMV Of Unused Assets | 5978122 | AdjTotalFMVOfUnusedAssets |
| Cash Deemed Charitable | 89672 | CashDeemedCharitable |
| Net Noncharitable Assets | 5888450 | NetNoncharitableAssets |
| Minimum Investment Return | 294423 | MinimumInvestmentReturn |
Distributable DistributableAmount
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | 294423 | MinimumInvestmentReturn |
| Tax Based On Investment Income | 229 | TaxBasedOnInvestmentIncome |
| Total Tax | 229 | TotalTax |
| Distributable Amount Before Adj | 294194 | DistributableAmountBeforeAdj |
| Distributable Amount Before Ded | 294194 | DistributableAmountBeforeDed |
| Distributable Amount As Adjusted | 294194 | DistributableAmountAsAdjusted |
Qualifying Distributions QualifyingDistributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | 366301 | ExpensesAndContributions |
| Qualifying Distributions | 366301 | QualifyingDistributions |
| One Pct Sect4940e Org Net Invst Incm | 229 | OnePctSect4940eOrgNetInvstIncm |
| Adj Qualifying Distributions | 366072 | AdjQualifyingDistributions |
Undistributed Income UndistributedIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable Amount As Adjusted | 294194 | DistributableAmountAsAdjusted |
| Excess Distri Carryover Year2 | 160864 | ExcessDistriCarryoverYear2 |
| Excess Distri Carryover Year1 | 17398 | ExcessDistriCarryoverYear1 |
| Total Excess Distri Carryover | 178262 | TotalExcessDistriCarryover |
| Qualifying Distributions | 366301 | QualifyingDistributions |
| Applied To Current Year | 294194 | AppliedToCurrentYear |
| Remaining Distri From Corpus | 72107 | RemainingDistriFromCorpus |
| Total Corpus | 250369 | TotalCorpus |
| Undistributed Income CY | 0 | UndistributedIncomeCY |
| Excess Distri Cyov To Next Year | 250369 | ExcessDistriCyovToNextYear |
| Excess From Year2 | 160864 | ExcessFromYear2 |
| Excess From Year1 | 17398 | ExcessFromYear1 |
| Excess From Current Year | 72107 | ExcessFromCurrentYear |
Supplementary Information SupplementaryInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contributes To Preselected | X | OnlyContributesToPreselected |
Appication Submission Info AppicationSubmissionInfo
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Name | THOMAS H SCHOTTENSTEIN TRUSTEE | RecipientName |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 107 S HIGH ST - 3RD FLOOR | AddressLine1 |
| City | COLUMBUS | City |
| State | OH | State |
| ZIP Code | 43215 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone Number | 6144639730 | RecipientPhoneNumber |
| Form And Info And Materials | COPY OF FEDERAL TAX EXEMPTION LETTER SHOWING THAT THE REQUESTING ORGANIZATION IS EXEMPT AS A IRC SECTION 501(C)3 ORGANIZATION. LETTER DETAILING PROPOSED USE OF ANY FUNDS AWARDED. UPON APPROVEL OF THE GRANT REQUEST: THE ORGANIZATION WILL AGREE THAT ANY FUNDS NOT USED FOR THE INTENDED PURPOSE OF THE GRANT WILL BE RETURNED. THE ORGANIZATION WILL PROVIDE A FOLLOW UP LETTER AND/OR REPORT FOR THE PERIOD(S) IN WHICH THE GRANT WAS EXPENDED. | FormAndInfoAndMaterials |
| Submission Deadlines | NONE | SubmissionDeadlines |
| Restrictions On Awards | SEE APPLICATION FORMAT AND REQUIRED CONTENTS COMMENTS. | RestrictionsOnAwards |
Grant Or Contri Paid During Year GrantOrContriPaidDuringYear (107 entries)
| Address Line1RecipientUSAddress/AddressLine1 | CityRecipientUSAddress/City | StateRecipientUSAddress/State | ZIP CodeRecipientUSAddress/ZIPCode | Recipient RelationshipRecipientRelationship | Recipient Foundation StatusRecipientFoundationStatus | Purpose Of Grant Or ContributionPurposeOfGrantOrContribution | AmountAmount | Business Name Line2RecipientBusinessName/BusinessNameLine2 | Address Line2RecipientUSAddress/AddressLine2 | Address Line1RecipientForeignAddress/AddressLine1 | Address Line2RecipientForeignAddress/AddressLine2 | CityRecipientForeignAddress/City | Province Or StateRecipientForeignAddress/ProvinceOrState | CountryRecipientForeignAddress/Country | Postal CodeRecipientForeignAddress/PostalCode |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| COLUMBUS COMMUNITY KOLLEL | |||||||||||||||
| 2501 E MAIN ST | COLUMBUS | OH | 43209 | NONE | COMPLETED | GENERAL OPERATIONS | $24,256 | ||||||||
| TORAH SCHOOLS FOR ISRAEL | |||||||||||||||
| 40 EXCHANGE PL | NEW YORK CITY | NY | 10005 | NONE | COMPLETED | GENERAL OPERATIONS | $2,500 | ||||||||
| CONGREGATION KHAL YERIM | |||||||||||||||
| 1771 S TAYLOR RD | CLEVELAND HEIGHTS | OH | 44118 | NONE | COMPLETED | GENERAL OPERATIONS | $5,492 | ||||||||
| CENTRAL COMMITTEE | |||||||||||||||
| 5014 16 AVE PMB203 | BROOKLYN | NY | 11204 | NONE | COMPLETED | GENERAL OPERATIONS | $1,250 | KNESSETH ISRAEL | |||||||
| UNITED LUBAVITCHER | |||||||||||||||
| 841-853 OCEAN PKWY | BROOKLYN | NY | 11230 | NONE | COMPLETED | GENERAL OPERATIONS | $3,000 | YESHIVOTH | |||||||
| MOSDOS OHR HATORAH | |||||||||||||||
| 1508 WARRENSVILLE CNT RD | CLEVELAND | OH | 44121 | NONE | COMPLETED | GENERAL OPEARTIONS | $1,500 | ||||||||
| BRIT YOSEF YITZCHAK OF | |||||||||||||||
| 2901 STERLING RD | FT LAUDERDALE | FL | 33312 | NONE | COMPLETED | GENERAL OPERATIONS | $9,880 | AMERICA INC | SUITE 203 | ||||||
| CHABAD OF LONG ISLAND | |||||||||||||||
| 47-31 VERNON BLVD | LONG ISLAND CITY | NY | 11101 | NONE | COMPLETED | GENERAL OPERATIONS | $5,400 | CITY | |||||||
| TORAS CHESED INC | |||||||||||||||
| 421 SIXTH ST | LAKEWOOD | NJ | 08701 | NONE | COMPLETED | GENERAL OPERATIONS | $4,400 | ||||||||
| CONGREGATION OSEH | |||||||||||||||
| 4310 6TH AVE | BROOKLYN | NY | 11204 | NONE | COMPLETED | GENERAL OPERATIONS | $462 | TZEDOKO VOCHESED | |||||||
| YESHIVA OHR ELCHONON | |||||||||||||||
| 7215 WARING AVE | LOS ANGELES | CA | 90046 | NONE | COMPLETED | GENERAL OPERATIONS | $6,100 | CHABAD | |||||||
| CONGREGATION ZICHRON AVOT | |||||||||||||||
| 2119 79TH ST | BROOKLYN | NY | 11214 | NONE | COMPLETED | GENERAL OPERATIONS | $19,800 | ||||||||
| COLEL CHABAD | |||||||||||||||
| 806 EASTERN PKWY | BROOKLYN | NY | 11213 | NONE | COMPLETED | GENERAL OPERATIONS | $10,440 | ||||||||
| CHABAD OF WASHINGTON | |||||||||||||||
| 50 OVERLOOK TERR | NEW YORK CITY | NY | 10033 | NONE | COMPLETED | GENERAL OPERATIONS | $3,600 | HEIGHTS | SUITE BBCC | ||||||
| MANHATTEN HIGH SCHOOL | |||||||||||||||
| LENOX HILL STATION | NEW YORK CITY | NY | 10021 | NONE | COMPLETED | GENERAL OPERATIONS | $1,800 | FOR GIRLS | P O BOX 1966 | ||||||
| AGUDATH ISRAEL OF | |||||||||||||||
| 3542 WEST PETERSON AVE | CHICAGO | IL | 60659 | NONE | COMPLETED | GENERAL OPERATIONS | $2,700 | ILLINOIS | |||||||
| EDUCATIONAL INSTITUTE | |||||||||||||||
| 667 EASTERN PKWY | BROOKLYN | NY | 11213 | NONE | COMPLETED | GENERAL OPERATIONS | $1,000 | OHOLEI TORAH | |||||||
| K'HAL YEREIM | |||||||||||||||
| 1771 S TAYLOR RD | CLEVELAND HEIGHTS | OH | 44118 | NONE | COMPLETED | GENERAL OPERATIONS | $180 | ||||||||
| NEVE YERUSHALAYIM COLLEGE | |||||||||||||||
| NONE | COMPLETED | GENERAL OPERATIONS | $90 | 1 BEIT YITZCHOK ST | POB 43016 HAR NOF | JERUSALEM | ISRAEL | IS | |||||||
| AMERICAN FRIENDS OF LEVUSH | |||||||||||||||
| 1860 OCEAN PKWY | BROOKLYN | NY | 11223 | NONE | COMPLETED | GENERAL OPERATIONS | $108 | MALCHUS | SUITE 1-H | ||||||
| PEYLIM LEV L'ACHIM | |||||||||||||||
| 1034 E 12TH ST | BROOKLYN | NY | 11230 | NONE | COMPLETED | GENERAL OPERATIONS | $1,800 | ||||||||
| AGUDATH ISRAEL | |||||||||||||||
| 6200 PARK HEIGHTS AVE | BALTIMORE | MD | 21215 | NONE | COMPLETED | GENERAL OPERATIONS | $360 | OF BALTIMORE | |||||||
| AMERICAN FRIENDS OF | |||||||||||||||
| 405 AVENUE F | BROOKLYN | NY | 11218 | NONE | COMPLETED | GENERAL OPERATIONS | $720 | KINDNESS & CHARITY | |||||||
| AMERICAN FRIENDS OF | |||||||||||||||
| 1274 49TH ST | BROOKLYN | NY | 112193011 | NONE | COMPLETED | GENERAL OPERATIONS | $558 | MICHKANE MEIR INC | |||||||
| AMERICAN FRIENDS OF | |||||||||||||||
| 1102 EAST 26TH ST | BROOKLYN | NY | 11210 | NONE | COMPLETED | GENERAL OPERATIONS | $1,800 | YAD ELIEZER | |||||||
| AMERICAN FRIENDS OF | |||||||||||||||
| 579 5TH AVE | NEW YORK CITY | NY | 10017 | NONE | COMPLETED | GENERAL OPERATIONS | $540 | YAD L'ACHIM | |||||||
| CHABAD OF SOUTH ORLANDO | |||||||||||||||
| 7508 UNIVERSAL BLVD | ORLANDO | FL | 32819 | NONE | COMPLETED | GENERAL OPERATIONS | $1,500 | ||||||||
| CHABAD IN THE HILLS | |||||||||||||||
| 1016 CORY AVE | BEVERLY HILLS | CA | 90069 | NONE | COMPLETED | GENERAL OPERATIONS | $3,600 | ||||||||
| CHOFETZ CHAIM HERITAGE | |||||||||||||||
| 361 SPOOK ROCK ROAD | SUFFERN | NY | 10901 | NONE | COMPLETED | GENERAL OPERATIONS | $750 | FOUNDATION | |||||||
| CHOFETZ CHAIM YESHIVA | |||||||||||||||
| 82 HIGHVIEW RTOAD | SUFFERN | NY | 10901 | NONE | COMPLETED | GENERAL OPERATIONS | $306 | ||||||||
| GREAT CHARITY CHAYE OLAM | |||||||||||||||
| 5 BEEKMAN 423 | NEW YORK CITY | NY | 10038 | NONE | COMPLETED | GENERAL OPERATIONS | $360 | ||||||||
| GUARD YOUR EYES CORP | |||||||||||||||
| 3918 FALLSTAFF RD | BALTIMORE | MD | 21215 | NONE | COMPLETED | GENERAL OPERATIONS | $17,200 | ||||||||
| HEIHAL HATALMUD | |||||||||||||||
| 247 EAST BROADWAY | NEW YORK CITY | NY | 10002 | NONE | COMPLETED | GENERAL OPERATIONS | $234 | ||||||||
| INSTITUTE FOR DAYANIM | |||||||||||||||
| C/O MR M GREENES | SOUTHFIELD | MI | 48075 | NONE | COMPLETED | GENERAL OPERATIONS | $1,800 | 25625 SOUTHFIELD RD107 | |||||||
| JIMY - JERUSALEM | |||||||||||||||
| NONE | COMPLETED | GENERAL OPERATIONS | $5,400 | INSTITUTE MACKON YERUSHALAIM | HERZL BLVD 14 HEAD OFFIC | PO BOX 100 | JERUSALEM | ISRAEL | IS | 91000 | |||||
| MIKVAH SOCIETY | |||||||||||||||
| 1223 COLLEGE AVE | COLUMBUS | OH | 43209 | NONE | COMPLETED | GENERAL OPERATIONS | $504 | ||||||||
| OHEL MIRIAM | |||||||||||||||
| 1574 45TH STREET | BROOKLYN | NY | 112191628 | NONE | COMPLETED | GENERAL OPERATIONS | $126 | ||||||||
| RABBINICAL COLLEGE | |||||||||||||||
| 226 SUSSEX AVE | MORRISTOWN | NJ | 079621996 | NONE | COMPLETED | GENERAL OPERATIONS | $5,400 | OF AMERICA | PO BOX 1996 | ||||||
| TEP - TZEDAKA | |||||||||||||||
| 25274 SOUTHWOOD DRIVE | SOUTHFIELD | MI | 48075 | NONE | COMPLETED | GENERAL OPERATIONS | $3,876 | ENHANCEMENT PROJECT | |||||||
| TZEDAKAH V'CHESED | |||||||||||||||
| 236 WEST 23RD ST | NEW YORK CITY | NY | 10011 | NONE | COMPLETED | GENERAL OPERATIONS | $54 | ||||||||
| US FRIENDS OF YAD EZAH | |||||||||||||||
| NONE | COMPLETED | GENERAL OPERATIONS | $1,000 | PO BOX 7199 | JERUSALEM | ISRAEL | IS | 91071 | |||||||
| UNITED TALMUDICAL | |||||||||||||||
| PO BOX 477 | MONROE | NY | 10950 | NONE | COMPLETED | GENERAL OPERATIONS | $2,800 | ACADEMY OF KIRYAS | |||||||
| WEST COAST VA AD | |||||||||||||||
| 7200 BEVERLY BLVD | LOS ANGELES | CA | 900362537 | NONE | COMPLETED | GENERAL OPERATIONS | $216 | HACHESED | |||||||
| YAD CHESED | |||||||||||||||
| PO BOX 35916 | BRIGHTON | MA | 02135 | NONE | COMPLETED | GENERAL OPERATIONS | $180 | ||||||||
| YAD EZRA | |||||||||||||||
| 22850 11 MILE RD | BERKLEY | MI | 480723039 | NONE | COMPLETED | GENERAL OPERATIONS | $3,017 | ||||||||
| YAGDIL TORAH | |||||||||||||||
| 383 KINGSTON AVE | BROOKLYN | NY | 11213 | NONE | COMPLETED | GENERAL OPERATIONS | $270 | ROOM 188 | |||||||
| YESHIVA BETH MOSHE | |||||||||||||||
| 930 HICKORY ST | SCRANTON | PA | 18505 | NONE | COMPLETED | GENERAL OPERATIONS | $630 | ||||||||
| AHACAS CHESSED GROUP | |||||||||||||||
| C/O PINCHAS HOROWITZ | BROOKLYN | NY | 11219 | NONE | COMPLETED | GENERAL OPERATIONS | $180 | 1255 43TH ST - APT2A | |||||||
| AISH HATORAH | |||||||||||||||
| 313 WEST 83RD ST | NEW YORK CITY | NY | 10024 | NONE | COMPLETED | GENERAL OPERATIONS | $108 | ||||||||
| ALEPH INSTITUTE | |||||||||||||||
| 9540 COLLINS AVE | SURFSIDE | FL | 33154 | NONE | COMPLETED | GENERAL OPERATIONS | $7,200 | ||||||||
| AMERICAN FRIENDS OF | |||||||||||||||
| 450 WEST 33RD ST | NEW YORK CITY | NY | 10001 | NONE | COMPLETED | GENERAL OPERATIONS | $10,000 | MAYANOT | 11TH FLOOR | ||||||
| AMERICAN YEDIDIM | |||||||||||||||
| 120 ALAN COURT | LAKEWOOD | NJ | 08701 | NONE | COMPLETED | GENERAL OPERATIONS | $125 | ||||||||
| ANSHE MAMAD | |||||||||||||||
| 222 LIVINGSTON AVE | NEW BRUNSWICK | NJ | 08901 | NONE | COMPLETED | GENERAL OPERATIONS | $380 | ||||||||
| BAIS MENACHEM | |||||||||||||||
| 1005 NE 172ND TERRACE | NORTH MIAMI BEACH | FL | 33162 | NONE | COMPLETED | GENERAL OPERATIONS | $180 | ||||||||
| BEIS MIDRASH L'NOSHIM UBANOS | |||||||||||||||
| 1274 49TH ST | BROOKLYN | NY | 11210 | NONE | COMPLETED | GENERAL OPERATIONS | $750 | ||||||||
| BNOS MENACHEM SCHOOL FOR GIRLS | |||||||||||||||
| 739 EAST NEW YORK AVE | BROOKLYN | NY | 11203 | NONE | COMPLETED | GENERAL OPERATIONS | $2,500 | ||||||||
| CHABAD LUBAVITCH OF STAMFORD AND | |||||||||||||||
| 18 CEIL ROAD | TRUMBULL | CT | 066113419 | NONE | COMPLETED | GENERAL OPERATIONS | $570 | SOUTHERN CONNECTICUT | |||||||
| CHABAD LUBAVICH OF NORTHERN VA | |||||||||||||||
| 3939 PRINCE WILLIAM DR | FAIRFAX | VA | 22031 | NONE | COMPLETED | GENERAL OPERATIONS | $10,000 | ||||||||
| CHABAD OF PROSPECT HEIGHTS AND | |||||||||||||||
| 340 STERLING PL | BROOKLYN | NY | 11238 | NONE | COMPLETED | GENERAL OPERATIONS | $3,600 | FORT GREENE | |||||||
| CHABADORG | |||||||||||||||
| 770 EASTERN PARKWAY | BROOKLYN | NY | 11213 | NONE | COMPLETED | GENERAL OPERATIONS | $500 | ||||||||
| CHAYENU | |||||||||||||||
| 1526 UNION ST | BROOKLYN | NY | 11213 | NONE | COMPLETED | GENERAL OPERATIONS | $2,110 | ||||||||
| CHESED L'AVROHOM | |||||||||||||||
| 6550 N TROY AVE | CHICAGO | IL | 60659 | NONE | COMPLETED | GENERAL OPERATIONS | $34,200 | ||||||||
| CHEVRAS AHAVAS ISRAEL | |||||||||||||||
| 313 W 83RD ST | NEW YORK CITY | NY | 10024 | NONE | COMPLETED | GENERAL OPERATIONS | $2,500 | ||||||||
| CHICAGO CHESED FUND | |||||||||||||||
| 7045 N RIDGEWAY | LINCOLNWOOD | IL | 60712 | NONE | COMPLETED | GENERAL OPERATIONS | $1,000 | ||||||||
| CHILD LIFE SOCIETY | |||||||||||||||
| 1347 43RD ST | BROOKLYN | NY | 11219 | NONE | COMPLETED | GENERAL OPERATIONS | $900 | ||||||||
| CINCINNATI HEBREW DAY SCHOOL | |||||||||||||||
| 2222 LOSANTIVILLE AVE | CINCINNATI | OH | 45237 | NONE | COMPLETED | GENERAL OPERATIONS | $600 | ||||||||
| COLUMBUS TORAH ACADEMY | |||||||||||||||
| 181 NOE BIXBT RD | COLUMBUS | OH | 43213 | NONE | COMPLETED | GENERAL OPERATIONS | $510 | ||||||||
| CONGREGATION BENEI YAKOV | |||||||||||||||
| 1742 E 7TH ST | BROOKLYN | NY | 11223 | NONE | COMPLETED | GENERAL OPERATIONS | $2,000 | ||||||||
| CONGREGATION BINYAN YERUSHALAIM | |||||||||||||||
| 770 EASTERN PARKWAY | BROOKLYN | NY | 11213 | NONE | COMPLETED | GENERAL OPERATIONS | $54 | ||||||||
| CONGREGATION LEVI YITZCHOK | |||||||||||||||
| 365 N LA BREA AVE | LOS ANGELES | CA | 90048 | NONE | COMPLETED | GENERAL OPERATIONS | $252 | ||||||||
| CONGREGATION AHAVAS SHOLOM | |||||||||||||||
| 2568 E BROAD ST | COLUMBUS | OH | 43209 | NONE | COMPLETED | GENERAL OPERATIONS | $33,932 | ||||||||
| CONGREGATION BETH HATFILAH | |||||||||||||||
| 1437 49TH ST | BROOKLYN | NY | 11219 | NONE | COMPLETED | GENERAL OPERATIONS | $2,180 | ||||||||
| DETROIT TEACHERS SEMINARY | |||||||||||||||
| 17100 W TEN MILE RD | SOUTHFIELD | MI | 48075 | NONE | COMPLETED | GENERAL OPERATIONS | $180 | ||||||||
| DIASPORA YESHIVA TORAS ISRAEL | |||||||||||||||
| 662 LEFFERTS AVE | BROOKLYN | NY | 11203 | NONE | COMPLETED | GENERAL OPERATIONS | $250 | ||||||||
| EZER YOLDOT | |||||||||||||||
| 4310 16TH ST | BROOKLYN | NY | 11204 | NONE | COMPLETED | GENERAL OPERATIONS | $1,800 | ||||||||
| EZRAT ISRAEL INC | |||||||||||||||
| 806 EASTERN PARKWAY | BROOKLYN | NY | 11213 | NONE | COMPLETED | GENERAL OPERATIONS | $3,618 | ||||||||
| FRIENDS OF BIKUR CHOLIM EZRAT | |||||||||||||||
| 5014 16TH AVE 283 | BROOKLYN | NY | 11204 | NONE | COMPLETED | GENERAL OPERATIONS | $5,760 | ACHIM INC | |||||||
| FRIENDS OF HATZUAH DAKOM | |||||||||||||||
| 1271 45TH ST | BROOKLYN | NY | 11219 | NONE | COMPLETED | GENERAL OPERATIONS | $180 | ||||||||
| GALPERIN EMERGENCY FUND | |||||||||||||||
| 1636 SUMMIT RD | CINCINNATI | OH | 45287 | NONE | COMPLETED | GENERAL OPERATIONS | $900 | CHABAD OF SOUTHERN OHIO | |||||||
| HATZOLAH DAROM | |||||||||||||||
| 1271 45TH ST | BROOKLYN | NY | 11219 | NONE | COMPLETED | GENERAL OPERATIONS | $180 | ||||||||
| KAHAL BAIS YITZCHOK D'SPINKA | |||||||||||||||
| 188-190-192 KEAP ST | BROOKLYN | NY | 11211 | NONE | COMPLETED | GENERAL OPERATIONS | $554 | ||||||||
| KEREN ACHIM | |||||||||||||||
| 18 ORCHARD HILL DR | MONEY | NY | 10952 | NONE | COMPLETED | GENERAL OPERATIONS | $72 | ||||||||
| KEREN PEVLOS | |||||||||||||||
| 816 EASTERN PARKWAY | BROOKLYN | NY | 11213 | NONE | COMPLETED | GENERAL OPERATIONS | $5,000 | ||||||||
| KNESSET YEHUDA | |||||||||||||||
| 1218 E 13TH ST | BROOKLYN | NY | 11230 | NONE | COMPLETED | GENERAL OPERATIONS | $500 | ||||||||
| LEWV MALKA INC | |||||||||||||||
| C/O M ROSENFELD | BROOKLYN | NY | 11214 | NONE | COMPLETED | GENERAL OPERATIONS | $252 | 5308 13TH AVE PMB 161 | |||||||
| MERKAZ HATORAH YACHEL YISROEL | |||||||||||||||
| 1301 47TH ST | BROOKLYN | NY | 11219 | NONE | COMPLETED | GENERAL OPERATIONS | $180 | ||||||||
| MOSDOT BAAL HASADEH | |||||||||||||||
| 95 DIVISION AVE | BROOKLYN | NY | 11211 | NONE | COMPLETED | GENERAL OPERATIONS | $90 | ||||||||
| NORTH AMERICAN FRIENDS OF | |||||||||||||||
| 5300 N BRAESWOOD | HOUSTON | TX | 770963317 | NONE | COMPLETED | GENERAL OPERATIONS | $125 | ELKAPETZ INSTITUTION | SUITE 370 | ||||||
| NALLIE'S CATWALK FOR KIDS INC | |||||||||||||||
| 8177 PALMER RD | REYNOLDSBURG | OH | 43068 | NONE | COMPLETED | GENERAL OPERATIONS | $100 | ||||||||
| OHOLEI TORAH | |||||||||||||||
| 667 EASTERN PARKWAY | BROOKLYN | NY | 11213 | NONE | COMPLETED | GENERAL OPERATIONS | $6,280 | ||||||||
| OHR SHALOM VCHESED JERUSALEM | |||||||||||||||
| 1160 47TH ST | BROOKLYN | NY | 11219 | NONE | COMPLETED | GENERAL OPERATIONS | $1,090 | ||||||||
| ORA - THE ORGANIZATION FOR THE | |||||||||||||||
| 551 W 181 ST | NEW YORK CITY | NY | 10033 | NONE | COMPLETED | GENERAL OPERATIONS | $1,000 | RESOLUTION OF AGUNOT | |||||||
| SCHOTTENSTEIN CHABAD HOUSE | |||||||||||||||
| 6220 E DUBLIN-GRANVILLE | NEW ALBANY | OH | 43054 | NONE | COMPLETED | GENERAL OPERATIONS | $3,600 | ||||||||
| SHOMREI EMUNIM | |||||||||||||||
| 6221 GREENSPRINGS AVE | BALTIMORE | MD | 21209 | NONE | COMPLETED | GENERAL OPERATIONS | $180 | ||||||||
| THE SHUL | |||||||||||||||
| 9540 COLLINS AVE | SURFSIDE | FL | 33154 | NONE | COMPLETED | GENERAL OPERATION | $1,800 | ||||||||
| TIKVAH LAYELED FOUNDATION | |||||||||||||||
| 587 5TH AVE | NEW YORK CITY | NY | 100171921 | NONE | COMPLETED | GENERAL OPERATIONS | $90 | BASEMENT | |||||||
| TORAS CHACHOM CHARITABLE FOUNDATION | |||||||||||||||
| 1419 47TH ST | BROOKLYN | NY | 11219 | NONE | COMPLETED | GENERAL OPERATIONS | $126 | ||||||||
| UNITED JEWISH CHILDREN'S FUND | |||||||||||||||
| 445 MAST HOPE PLANK RD | LACKAWAXEN | PA | 18435 | NONE | COMPLETED | GENERAL OPERATIONS | $750 | ||||||||
| UNITED NATIONS WATCH | |||||||||||||||
| THE JACOB BLAUSTEIN BUILD | NEW YORK CITY | NY | 10022 | NONE | COMPLETED | GENERAL OPERATIONS | $250 | AMERICAN FRIEND OF UN WATCH | 165 E 56TH ST | ||||||
| WEZ CHARITY FUND | |||||||||||||||
| 236 W 23RD ST | NEW YORK CITY | NY | 10011 | NONE | COMPLETED | GENERAL OPERATIONS | $180 | ||||||||
| YAD ELIEZER (AMERICAN FRIENDS OF | |||||||||||||||
| 1102 E 26TH ST | BROOKLYN | NY | 11210 | NONE | COMPLETED | GENERAL OPERATIONS | $3,600 | YAD ELIEZER | |||||||
| YWSHIVA BAIS YEHUDAH | |||||||||||||||
| PO BOX 2044 | SOUTHFIELD | MI | 48037 | NONE | COMPLETED | GENERAL OPERATIONS | $1,000 | ||||||||
| YESHIVA GEDOLAH RABBINICAL | |||||||||||||||
| 292 NORTON STREET | NEW HAVEN | CT | 06511 | NONE | COMPLETED | GENERAL OPERATIONS | $260 | INSTITUTE OF NEW ENDLAND | |||||||
| YESHIVA GEDOLAH ATERAS | |||||||||||||||
| 24600 GREENFIELD RD | OAK PARK | MI | 48237 | NONE | COMPLETED | GENERAL OPERATIONS | $1,000 | MORDECHAI OF DETROIT | |||||||
| YESHIVA HEICHAL HATORAH | |||||||||||||||
| 3332 RICHMOND AVE | STATEN ISLAND | NY | 10312 | NONE | COMPLETED | GENERAL OPERATIONS | $72 | ||||||||
| YESHIVA MEKOR HATORAH | |||||||||||||||
| 1761 E 7TH ST | BROOKLYN | NY | 11223 | NONE | COMPLETED | GENERAL OPERATIONS | $1,800 | ||||||||
| YESHIVA MINCHAS ELUZAR | |||||||||||||||
| 1417 49TH ST | BROOKLYN | NY | 11219 | NONE | COMPLETED | GENERAL OPERATIONS | $150 | ||||||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Grant Or Contri Paid During Year | 318259 | TotGrantOrContriPaidDuringYear |
Analysis Income Producing Acty AnalysisIncomeProducingActy
Int On Savings And Temp Cash Invst IntOnSavingsAndTempCashInvst
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Income | 16420 | RelatedOrExemptFunctionIncome |
Dividends And Int From Sec Part VII DividendsAndIntFromSecPartVII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Income | 23372 | RelatedOrExemptFunctionIncome |
Gain Sales Assets Oth Than Invntry GainSalesAssetsOthThanInvntry
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Income | 80432 | RelatedOrExemptFunctionIncome |
Other Revenue Described OtherRevenueDescribed
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | AMERICAN EXPRESS REBATE | Description |
| Related Or Exempt Function Income | 621 | RelatedOrExemptFunctionIncome |
Subtotals Part XVIA SubtotalsPartXVIA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Income | 120845 | RelatedOrExemptFunctionIncome |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Part XVIA | 120845 | TotalPartXVIA |
Rln Of Acty To Accom Of Exempt Prps RlnOfActyToAccomOfExemptPrps
Rln Of Acty To Accom Of Exempt Prps RlnOfActyToAccomOfExemptPrps (2 entries)
| Line NumberLineNumber | Relationship StatementRelationshipStatement |
|---|---|
| 3 | REINVESTED FOR CURRENT AND FUTURE CHARITABLE GIVING. |
| 4 | REINVESTED FOR CURRENT AND FUTURE CHARITABLE GIVING. |
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 |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees AccountingFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LANDAKER & ASSOCIATRES, INC.- CP | Category |
| Amount | $1,789 | Amount |
| Net Investment Income | 447 | NetInvestmentIncome |
| Adjusted Net Income | 447 | AdjustedNetIncome |
| Disbursements Charitable Prps | 1342 | DisbursementsCharitablePrps |
Compensation Explanation CompensationExplanation
Compensation Compensation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person Name | THOMAS H SCHOTTENSTEIN | PersonName |
Contractor Compensation Expln ContractorCompensationExpln
Contractor Comp Explanation ContractorCompExplanation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contractor Name Person | THOMAS H SCHOTTENSTEIN TRUSTEE | ContractorNamePerson |
| Explanation | TRUSTEE FEE | Explanation |
Expln Of Non Filing With AG Stmt ExplnOfNonFilingWithAGStmt
| Field | Value | IRS element (for citing) |
|---|---|---|
| Statement | NOT REQUIRED - VERIFICATION OF FORM 990PF FILING IS ALL THAT IS REQUIRED BY STATE OF OHIO. | Statement |
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 |
|---|---|---|---|---|---|---|
| 82.941 SHARES INVESCO BAL RISK FD | 2011-09 | PURCHASE | 2011-11 | 1006 | 987 | 19 |
| 10836.104 SHARES FEDERATED PRUDENT | 2011-09 | PURCHASE | 2011-12 | 4744 | 5481 | -737 |
| 84 SHARES PROSHARES SHORT FIN. FD | 2011-09 | PURCHASE | 2011-11 | 3281 | 3744 | -463 |
| 29 SHARES PRO SHARES SHORT QQQ | 2011-09 | PURCHASE | 2011-10 | 1019 | 976 | 43 |
| 28 SHARES PRO SHARES SHORT QQQ | 2011-09 | PURCHASE | 2011-10 | 984 | 943 | 41 |
| 3 SHARES PRO SHARES SHORT QQQ | 2011-09 | PURCHASE | 2011-10 | 105 | 101 | 4 |
| 100 SHARES PRO SHARES SHORT RUSSELL | 2011-09 | PURCHASE | 2011-11 | 3141 | 3525 | -384 |
| 5000 SHARES RETAIL VENTURES | 2011-02 | PURCHASE | 2011-04 | 93382 | 59525 | 33857 |
| 2175 SHARES DSW, INC. | 2011-02 | PURCHASE | 2011-07 | 110266 | 59714 | 50552 |
| PDG MANUFACTURING | 2010-07 | PURCHASE | 2011-01 | 2500 | -2500 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corp Stock InvestmentsCorpStock (4 entries)
| Name Of StockNameOfStock | EOY Book ValueEOYBookValue | EOYFMVEOYFMV |
|---|---|---|
| 6,559 SHS CONOPHILLIPS | 301405 | 477954 |
| VARIOUS CORP. (9) COMMON STOCKS | 11207 | 11782 |
| VARIOUS ETF'S (8) | 26800 | 24565 |
| VARIOUS MUTUAL FUNDS (5) | 27689 | 25535 |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOther (5 entries)
| Category Or ItemCategoryOrItem | Listed At Cost Or FMVListedAtCostOrFMV | Book ValueBookValue | EOYFMVEOYFMV |
|---|---|---|---|
| PDG MANUFACTURING, LLC | AT COST | ||
| LNL, LLC | AT COST | 8000 | 8000 |
| SFD INVESTMENTS, LLC | AT COST | 5982 | 5982 |
| MODIFIED SINGLE PREMIUM UNIVERSAL | |||
| LIFE POLICIES | AT COST | 318895 | 318895 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses OtherExpenses (2 entries)
| DescriptionDescription | Revenue And Expenses Per BooksRevenueAndExpensesPerBooks | Net Investment IncomeNetInvestmentIncome | Adjusted Net IncomeAdjustedNetIncome |
|---|---|---|---|
| EXPENSES | |||
| BANK CHARGES | 611 | 611 | 611 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income OtherIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | AMERICAN EXPRESS REBATE | Description |
| Revenue And Expenses Per Books | 621 | RevenueAndExpensesPerBooks |
| Net Investment Income | 621 | NetInvestmentIncome |
| Adjusted Net Income | 621 | AdjustedNetIncome |
Other Increases Schedule OtherIncreasesSchedule
Other Increases OtherIncreases
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | ASSETS CONTRIBUTED BY GRANTOR | Description |
| Amount | $556,050 | Amount |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities OtherLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | TRUSTEE FEE PAYABLE | Description |
| EOY Book Value | 62000 | EOYBookValue |
Other Notes Loans Rcvbl Short Sch2 OtherNotesLoansRcvblShortSch2
Other Notes Loans Rcvbl Short OtherNotesLoansRcvblShort (4 entries)
| Balance DueBalanceDue |
|---|
| COLUMBUS TORAH SCHOOLS INC |
| 96400 |
| DR MIRVIS LOAN |
| 10328 |
| CONG AHAVAS SHOLOM LOAN |
| 8000 |
| AHUVA MORRIS |
| 2000 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees OtherProfessionalFees (3 entries)
| CategoryCategory | AmountAmount | Net Investment IncomeNetInvestmentIncome | Adjusted Net IncomeAdjustedNetIncome | Disbursements Charitable PrpsDisbursementsCharitablePrps |
|---|---|---|---|---|
| TRUSTEE FEE | $62,000 | 15500 | 15500 | 46500 |
| MORGAN STANLEY - AGENCY FEES | $359 | 359 | 359 | |
| OTHER ADMINISTRATIVE FEES | $99 | 99 | 99 |
Taxes Schedule TaxesSchedule
Taxes Taxes (3 entries)
| CategoryCategory | AmountAmount | Disbursements Charitable PrpsDisbursementsCharitablePrps | Net Investment IncomeNetInvestmentIncome | Adjusted Net IncomeAdjustedNetIncome |
|---|---|---|---|---|
| OHIO CHARITIBLE REGISTRATION FEE | $200 | 200 | ||
| FOREIGN TAXES ON DIVIDENDS | $3 | 3 | 3 | |
| FEDERAL EXCISE TAX | $474 | 474 | 474 |
Comments