SAUL SCHOTTENSTEIN CHARITABLE TRUST: Form 990PF, tax year 2010
View the entire original 990 at ProPublica ↗
- Organization
- SAUL SCHOTTENSTEIN CHARITABLE TRUST (EIN 34-7150977)
- Tax period
- 2010-01-01 to 2010-12-31
- Filed
- 2011-06-09
- IRS object ID
- 201131609349100003
- Schema version
- 2010v3.2
- 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
- Other Income Schedule2
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2011-06-09T12:02:43-05:00 | Timestamp |
| Tax Period End Date | 2010-12-31 | 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 | 2010-01-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 347150977 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SAUL SCHOTTENSTEIN CHARITABLE TRUST | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | SAUL | NameControl |
| Phone | 6144494253 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4300 EAST FIFTH AVENUE | AddressLine1 |
| City | COLUMBUS | City |
| State | OH | State |
| ZIP Code | 432191816 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | JEFFREY HARRIS ET AL | Name |
| Title | TRUSTEE | Title |
| Phone | 6144494253 | Phone |
| Date Signed | 2011-05-26 | DateSigned |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | GRANT A NEILLEY CPA | Name |
| Phone | 6144181775 | Phone |
| Date Prepared | 2011-05-26 | DatePrepared |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2010 | 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 | 59982 | FMVAssetsEOY |
| Method Of Accounting Cash | X | MethodOfAccountingCash |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Not Required To Attach Schedule B | X | NotRequiredToAttachScheduleB |
| Interest On Savings Rev And Expnss | 23 | InterestOnSavingsRevAndExpnss |
| Interest On Savings Net Invst Incm | 23 | InterestOnSavingsNetInvstIncm |
| Other Income Rev And Expnss | 18931 | OtherIncomeRevAndExpnss |
| Other Income Net Invst Incm | 18931 | OtherIncomeNetInvstIncm |
| Total Revenue And Expenses | 18954 | TotalRevenueAndExpenses |
| Total Net Investment Income | 18954 | TotalNetInvestmentIncome |
| Accounting Fees Rev And Expnss | 3000 | AccountingFeesRevAndExpnss |
| Accounting Fees Net Invst Incm | 3000 | AccountingFeesNetInvstIncm |
| Other Prof Fees Rev And Expnss | 1000 | OtherProfFeesRevAndExpnss |
| Other Prof Fees Net Invst Incm | 1000 | OtherProfFeesNetInvstIncm |
| Taxes Rev And Expnss | 500 | TaxesRevAndExpnss |
| Tot Opr Expenses Rev And Expnss | 4500 | TotOprExpensesRevAndExpnss |
| Tot Opr Expenses Net Invst Incm | 4000 | TotOprExpensesNetInvstIncm |
| Tot Opr Expenses Dsbrs Chrtbl Prps | 0 | TotOprExpensesDsbrsChrtblPrps |
| Contri Gifts Paid Rev And Expnss | 0 | ContriGiftsPaidRevAndExpnss |
| Contri Gifts Paid Dsbrs Chrtbl Prps | 0 | ContriGiftsPaidDsbrsChrtblPrps |
| Total Expenses Rev And Expnss | 4500 | TotalExpensesRevAndExpnss |
| Total Expenses Net Invst Incm | 4000 | TotalExpensesNetInvstIncm |
| Total Expenses Dsbrs Chrtbl Prps | 0 | TotalExpensesDsbrsChrtblPrps |
| Excess Of Revenue Over Expenses | 14454 | ExcessOfRevenueOverExpenses |
| Net Investment Income | 14954 | NetInvestmentIncome |
Balance Sheets BalanceSheets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Savings And Temp Cash Invst BOY | 45528 | SavingsAndTempCashInvstBOY |
| Savings And Temp Cash Invst EOY | 59982 | SavingsAndTempCashInvstEOY |
| Savings And Temp Cash Invst EOYFMV | 59982 | SavingsAndTempCashInvstEOYFMV |
| Total Assets BOY | 45528 | TotalAssetsBOY |
| Total Assets EOY | 59982 | TotalAssetsEOY |
| Total Assets EOYFMV | 59982 | TotalAssetsEOYFMV |
| Total Liabilities EOY | 0 | TotalLiabilitiesEOY |
| Org That Follow SFAS117 | X | OrgThatFollowSFAS117 |
| Unrestricted BOY | 45528 | UnrestrictedBOY |
| Unrestricted EOY | 59982 | UnrestrictedEOY |
| Total Net Assets BOY | 45528 | TotalNetAssetsBOY |
| Total Net Assets EOY | 59982 | TotalNetAssetsEOY |
| Total Liabilities Net Assets BOY | 45528 | TotalLiabilitiesNetAssetsBOY |
| Total Liabilities Net Assets EOY | 59982 | TotalLiabilitiesNetAssetsEOY |
Changes In Net Assets Fund Balances ChangesInNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Net Assets Fund Balances BOY | 45528 | TotalNetAssetsFundBalancesBOY |
| Excess Of Revenue Over Expenses | 14454 | ExcessOfRevenueOverExpenses |
| Subtotal | 59982 | Subtotal |
| Total Net Assets Fund Balances EOY | 59982 | TotalNetAssetsFundBalancesEOY |
Qlfy Und Sect4940e For Reduced Tax QlfyUndSect4940eForReducedTax
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable For4942 Tax | false | LiableFor4942Tax |
| Qualifying Distributions Year1 | 31020615 | QualifyingDistributionsYear1 |
| Noncharitable Assets Year1 | 12445541 | NoncharitableAssetsYear1 |
| Distribution Ratio Year1 | 2.492508 | DistributionRatioYear1 |
| Noncharitable Assets Year2 | 4833728 | NoncharitableAssetsYear2 |
| Total Distribution Ratio | 2.492508 | TotalDistributionRatio |
| Average Distribution Ratio | 2.492508 | AverageDistributionRatio |
| Net Noncharitable Assets | 51964 | NetNoncharitableAssets |
| Adjusted Noncharitable Assets | 129521 | AdjustedNoncharitableAssets |
| One Percent Net Investment Income | 150 | OnePercentNetInvestmentIncome |
| Adj Nonchrtbl Assets And One | 129671 | AdjNonchrtblAssetsAndOnePct |
| Qualifying Distributions | 0 | QualifyingDistributions |
Excise Tax Based On Investment Incm ExciseTaxBasedOnInvestmentIncm
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | 299 | InvestmentIncomeExciseTax |
| Subtotal | 299 | Subtotal |
| Tax Based On Investment Income | 299 | TaxBasedOnInvestmentIncome |
| Est Tax Payments And Overpayment | 500 | EstTaxPaymentsAndOverpayment |
| Total Credits And Payments | 500 | TotalCreditsAndPayments |
| Overpayment | 201 | Overpayment |
| Amount Credited To Next Year | 201 | 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 | N\A | WebsiteAddress |
| Books In Care Of Person Name | IRVING HARRIS | BooksInCareOfPersonName |
| Books In Care Of Phone Number | 5136213333 | BooksInCareOfPhoneNumber |
Books In Care Of US Address BooksInCareOfUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 441 VINE STREET | AddressLine1 |
| City | CINCINNATI | City |
| State | OH | State |
| ZIP Code | 45202 | 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 |
Ofcr Dir Trustees Key Employee Info OfcrDirTrusteesKeyEmployeeInfo
Ofcr Dir Trustees Or Key Employee OfcrDirTrusteesOrKeyEmployee (5 entries)
| Address Line1USAddress/AddressLine1 | CityUSAddress/City | StateUSAddress/State | ZIP CodeUSAddress/ZIPCode | TitleTitle | Avg Hours Per Wk Devoted To PositionAvgHoursPerWkDevotedToPosition | CompensationCompensation | Contri To Empl Benefit Plans EtcContriToEmplBenefitPlansEtc | Expense Account Other AllowancesExpenseAccountOtherAllowances |
|---|---|---|---|---|---|---|---|---|
| JAY SCHOTTENSTEIN | ||||||||
| 4300 E FIFTH AVENUE | COLUMBUS | OH | 43219 | TRUSTEE | 0.00 | 0 | 0 | 0 |
| SUSAN DIAMOND | ||||||||
| 4300 E FIFTH AVENUE | COLUMBUS | OH | 43219 | TRUSTEE | 0.00 | 0 | 0 | 0 |
| WILLIAM SCHOTTENSTEIN | ||||||||
| 170 S HIGH STREET 3RD FLOOR | COLUMBUS | OH | 43215 | TRUSTEE | 0.00 | 0 | 0 | 0 |
| THOMAS SCHOTTENSTEIN | ||||||||
| 170 S HIGH STREET 3RD FLOOR | COLUMBUS | OH | 43215 | TRUSTEE | 0.00 | 0 | 0 | 0 |
| JEFFREY HARRIS | ||||||||
| 441 VINE STREET SUITE 3700 | CINCINNATI | OH | 45202 | TRUSTEE | 0.00 | 0 | 0 | 0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Highest Paid Empl NONE | NONE | CompOfHighestPaidEmplNONE |
| Comp Of Hghst Paid Cntrct NONE | NONE | CompOfHghstPaidCntrctNONE |
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 | 0 | AvgMonthlyFMVOfSecurities |
| Avg Monthly Cash Balances | 52755 | AvgMonthlyCashBalances |
| FMV All Other Noncharitable Assets | 0 | FMVAllOtherNoncharitableAssets |
| Total FMV Of Unused Assets | 52755 | TotalFMVOfUnusedAssets |
| Adj Total FMV Of Unused Assets | 52755 | AdjTotalFMVOfUnusedAssets |
| Cash Deemed Charitable | 791 | CashDeemedCharitable |
| Net Noncharitable Assets | 51964 | NetNoncharitableAssets |
| Minimum Investment Return | 2598 | MinimumInvestmentReturn |
Distributable DistributableAmount
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | 2598 | MinimumInvestmentReturn |
| Tax Based On Investment Income | 299 | TaxBasedOnInvestmentIncome |
| Total Tax | 299 | TotalTax |
| Distributable Amount Before Adj | 2299 | DistributableAmountBeforeAdj |
| Distributable Amount Before Ded | 2299 | DistributableAmountBeforeDed |
| Distributable Amount As Adjusted | 2299 | DistributableAmountAsAdjusted |
Qualifying Distributions QualifyingDistributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | 0 | ExpensesAndContributions |
| Qualifying Distributions | 0 | QualifyingDistributions |
Undistributed Income UndistributedIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable Amount As Adjusted | 2299 | DistributableAmountAsAdjusted |
| Excess Distri Carryover Year1 | 30205424 | ExcessDistriCarryoverYear1 |
| Total Excess Distri Carryover | 30205424 | TotalExcessDistriCarryover |
| Excess Distri Cyov App CY Corpus | 2299 | ExcessDistriCyovAppCYCorpus |
| Excess Distri Cyov Applied CY | 2299 | ExcessDistriCyovAppliedCY |
| Total Corpus | 30203125 | TotalCorpus |
| Undistributed Income CY | 0 | UndistributedIncomeCY |
| Excess Distri Cyov To Next Year | 30203125 | ExcessDistriCyovToNextYear |
| Excess From Year1 | 30203125 | ExcessFromYear1 |
Supplementary Information SupplementaryInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contributes To Preselected | X | OnlyContributesToPreselected |
Analysis Income Producing Acty AnalysisIncomeProducingActy
Int On Savings And Temp Cash Invst IntOnSavingsAndTempCashInvst
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 14 | ExclusionCode |
| Exclusion | $23 | ExclusionAmount |
Other Revenue Described OtherRevenueDescribed
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | US TREASURY | Description |
| Exclusion Code | 14 | ExclusionCode |
| Exclusion | $18,931 | ExclusionAmount |
Subtotals Part XVIA SubtotalsPartXVIA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $18,954 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Part XVIA | 18954 | 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 |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees AccountingFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES - TRUST PREP | Category |
| Amount | $3,000 | Amount |
| Net Investment Income | 3000 | NetInvestmentIncome |
Compensation Explanation CompensationExplanation
Compensation Compensation (5 entries)
| JAY SCHOTTENSTEIN |
| SUSAN DIAMOND |
| WILLIAM SCHOTTENSTEIN |
| THOMAS SCHOTTENSTEIN |
| JEFFREY HARRIS |
Other Income Schedule2 OtherIncomeSchedule2
Other Income OtherIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | US TREASURY | Description |
| Revenue And Expenses Per Books | 18931 | RevenueAndExpensesPerBooks |
| Net Investment Income | 18931 | NetInvestmentIncome |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees OtherProfessionalFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | TRUSTEE FEES | Category |
| Amount | $1,000 | Amount |
| Net Investment Income | 1000 | NetInvestmentIncome |
Taxes Schedule TaxesSchedule
Taxes Taxes
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | FEDERAL TAX | Category |
| Amount | $500 | Amount |
Comments