Form990-PF

Department of the Treasury
Internal Revenue Service
Return of Private Foundation
or Section 4947(a)(1) Nonexempt Charitable Trust
Treated as a Private Foundation
Note. The foundation may be able to use a copy of this return to satisfy state reporting requirements.
OMB No. 1545-0052
2012
Open to Public Inspection
For calendar year 2012, or tax year beginning 01-01-2012 , and ending 12-31-2012
Name of foundation
SAUL SCHOTTENSTEIN FOUNDATION C
C/O ARSHOT INVESTMENT CORPORATION

Number and street (or P.O. box number if mail is not delivered to street address)107 S HIGH ST - 3RD FLOOR   Room/suite
City or town, state, and ZIP code
COLUMBUS, OH43215
A Employer identification number

27-0167574
B Telephone number (see instructions)

(614) 463-9730
C bullet
G Check all that apply:

D 1. bullet
2. bullet
H Check type of organization:
I Fair market value of all assets at end
of year (from Part II, col. (c),
line 16)bullet$5,892,991J Accounting method:
 
(Part I, column (d) must be on cash basis.)
E bullet
F bullet
Part I Analysis of Revenue and Expenses (The total of amounts in columns (b), (c), and (d) may not necessarily equal the amounts in column (a) (see instructions).) (a) Revenue and
expenses per
books 		(b) Net investment
income 		(c) Adjusted net
income 		(d) Disbursements
for charitable
purposes
(cash basis only)
Revenue 1 Contributions, gifts, grants, etc., received (attach schedule) 1,000
2 Check bullet
3 Interest on savings and temporary cash investments 56,526 56,526 56,526
4 Dividends and interest from securities...... 58,921 58,921 58,921
5a Gross rents..............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 Click to see attachment 7,232
b Gross sales price for all assets on line 6a 406,262
7 Capital gain net income (from Part IV, line 2)... 8,255
8 Net short-term capital gain.........  
9 Income modifications...........  
10a Gross sales less returns and allowances  
b Less: Cost of goods sold....  
c Gross profit or (loss) (attach schedule).....    
11 Other income (attach schedule)....... Click to see attachment 5,155 3,349 5,155
12 Total. Add lines 1 through 11........ 128,834 127,051 120,602
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc.        
14 Other employee salaries and wages......        
15 Pension plans, employee benefits.......        
16a Legal fees (attach schedule)......... Click to see attachment 19,483 19,483 19,483  
b Accounting fees (attach schedule)....... Click to see attachment 2,375 1,188 1,188 1,187
c Other professional fees (attach schedule).... Click to see attachment 69,509 22,434 22,434 47,075
17 Interest...............        
18 Taxes (attach schedule) (see instructions) Click to see attachment 1,578 1,378 1,378 200
19 Depreciation (attach schedule) and depletion...      
20 Occupancy..............        
21 Travel, conferences, and meetings.......        
22 Printing and publications..........        
23 Other expenses (attach schedule)....... Click to see attachment 1,065 1,001 1,001 64
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 94,010 45,484 45,484 48,526
25 Contributions, gifts, grants paid........ 463,469 463,469
26 Total expenses and disbursements. Add lines 24 and 25 557,479 45,484 45,484 511,995
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements -428,645
b Net investment income (if negative, enter -0-) 81,567
c Adjusted net income (if negative, enter -0-)... 75,118
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2012)
Form 990-PF (2012)
Page 2
Part II Balance Sheets Attached schedules and amounts in the description column
should be for end-of-year amounts only. (See instructions.)		 Beginning of year End of year
(a) Book Value (b) Book Value (c) Fair Market Value
Assets 1 Cash—non-interest-bearing...............      
2 Savings and temporary cash investments.......... 5,181,230 2,257,032 2,257,032
3 Accounts receivable bullet  
Less: allowance for doubtful accounts bullet        
4 Pledges receivable bullet  
Less: allowance for doubtful accounts bullet        
5 Grants receivable.................      
6 Receivables due from officers, directors, trustees, and other
disqualified persons (attach schedule) (see page 15 of the
instructions)....................      
7 Other notes and loans receivable (attach schedule) bullet903,856
Less: allowance for doubtful accounts bullet   116,728 Click to see attachment903,856 903,856
8 Inventories for sale or use...............      
9 Prepaid expenses and deferred charges...........      
10a Investments—U.S. and state government obligations (attach schedule)      
b Investments—corporate stock (attach schedule)........ 367,101 Click to see attachment2,114,582 2,404,276
c Investments—corporate bonds (attach schedule)........      
11 Investments—land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
12 Investments—mortgage loans..............      
13 Investments—other (attach schedule)........... 332,877 Click to see attachment327,825 327,825
14 Land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
15 Other assets (describe bullet) Click to see attachment3 Click to see attachment2 Click to see attachment2
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 5,997,939 5,603,297 5,892,991
Liabilities 17 Accounts payable and accrued expenses..........   3
18 Grants payable...................    
19 Deferred revenue..................    
20 Loans from officers, directors, trustees, and other disqualified persons    
21 Mortgages and other notes payable (attach schedule)......    
22 Other liabilities (describe bullet) Click to see attachment62,000  
23 Total liabilities (add lines 17 through 22).......... 62,000 3
Net Assets or Fund Balances bullet
and complete lines 24 through 26 and lines 30 and 31.
24 Unrestricted.................... 5,935,939 5,603,294
25 Temporarily restricted................    
26 Permanently restricted................    
bullet
and complete lines 27 through 31.
27 Capital stock, trust principal, or current funds.........    
28 Paid-in or capital surplus, or land, bldg., and equipment fund    
29 Retained earnings, accumulated income, endowment, or other funds    
30 Total net assets or fund balances (see page 17 of the
instructions).................... 5,935,939 5,603,294
31 Total liabilities and net assets/fund balances (see page 17 of
the instructions).................. 5,997,939 5,603,297
Part III Analysis of Changes in Net Assets or Fund Balances
1 Total net assets or fund balances at beginning of year—Part II, column (a), line 30 (must agree
with end-of-year figure reported on prior year’s return)............... 1 5,935,939
2 Enter amount from Part I, line 27a..................... 2 -428,645
3 Other increases not included in line 2 (itemize) bulletClick to see attachment 3 96,000
4 Add lines 1, 2, and 3.......................... 4 5,603,294
5 Decreases not included in line 2 (itemize) bullet 5  
6 Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 30. 6 5,603,294
Form 990-PF (2012)
Form 990-PF (2012)
Page 3
Part IV
Capital Gains and Losses for Tax on Investment Income
(a) List and describe the kind(s) of property sold (e.g., real estate,
2-story brick warehouse; or common stock, 200 shs. MLC Co.) 		(b) How acquired
P—Purchase
D—Donation 		(c) Date acquired
(mo., day, yr.) 		(d) Date sold
(mo., day, yr.)
1a
b
c
d
e
(e) Gross sales price (f) Depreciation allowed
(or allowable) 		(g) Cost or other basis
plus expense of sale 		(h) Gain or (loss)
(e) plus (f) minus (g)
a
b
c
d
e
Complete only for assets showing gain in column (h) and owned by the foundation on 12/31/69 (l) Gains (Col. (h) gain minus
col. (k), but not less than -0-) or
Losses (from col.(h))
(i) F.M.V. as of 12/31/69 (j) Adjusted basis
as of 12/31/69 		(k) Excess of col. (i)
over col. (j), if any
a
b
c
d
e
2 Capital gain net income or (net capital loss) Bracket If gain, also enter in Part I, line 7
If (loss), enter -0- in Part I, line 7		 Bracket 2 8,255
3 Net short-term capital gain or (loss) as defined in sections 1222(5) and (6):
If gain, also enter in Part I, line 8, column (c) (see instructions). If (loss), enter -0-
in Part I, line 8 . . . . . . . . . . . . . . . . 		Bracket 3  
Part V
Qualification Under Section 4940(e) for Reduced Tax on Net Investment Income
(For optional use by domestic private foundations subject to the section 4940(a) tax on net investment income.)

If section 4940(d)(2) applies, leave this part blank.
Was the foundation liable for the section 4942 tax on the distributable amount of any year in the base period?
If “Yes,” the foundation does not qualify under section 4940(e). Do not complete this part.
1 Enter the appropriate amount in each column for each year; see page 18 of the instructions before making any entries.
(a)
Base period years Calendar
year (or tax year beginning in) 		(b)
Adjusted qualifying distributions 		(c)
Net value of noncharitable-use assets 		(d)
Distribution ratio
(col. (b) divided by col. (c))
2011 366,072 5,888,450 0.062168
2010 322,571 6,122,423 0.052687
2009 260,212 5,953,086 0.043710
2008      
2007      
2 Total of line 1, column (d) ...................... 2 0.158565
3 Average distribution ratio for the 5-year base period—divide the total on line 2 by 5, or by
the number of years the foundation has been in existence if less than 5 years. . . 		3 0.052855
4 Enter the net value of noncharitable-use assets for 2012 from Part X, line 5..... 4 5,941,353
5 Multiply line 4 by line 3....................... 5 314,030
6 Enter 1% of net investment income (1% of Part I, line 27b)........... 6 816
7 Add lines 5 and 6......................... 7 314,846
8 Enter qualifying distributions from Part XII, line 4.............. 8 511,995
If line 8 is equal to or greater than line 7, check the box in Part VI, line 1b, and complete that part using a 1% tax rate. See
the Part VI instructions.
Form 990-PF (2012)
Form 990-PF (2012)
Page 4
Part VI
Excise Tax Based on Investment Income (Section 4940(a), 4940(b), 4940(e), or 4948—see page 18 of the instructions)
1a Bulletand enter “N/A” on line 1. Bracket
Date of ruling or determination letter:   (attach copy of letter if necessary–see instructions)
b 1 816
hereBulletand enter 1% of Part I, line 27b...................
c All other domestic foundations enter 2% of line 27b. Exempt foreign organizations enter 4% of Part I, line 12, col. (b)
2 Tax under section 511 (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 2  
3 Add lines 1 and 2............................ 3 816
4 Subtitle A (income) tax (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-). 4  
5 Tax based on investment income. Subtract line 4 from line 3. If zero or less, enter -0- ..... 5 816
6 Credits/Payments:
a 2012 estimated tax payments and 2011 overpayment credited to 2012 6a 596
b Exempt foreign organizations—tax withheld at source....... 6b
c Tax paid with application for extension of time to file (Form 8868) 6c 400
d Backup withholding erroneously withheld ........... 6d  
7 Total credits and payments. Add lines 6a through 6d.............. 7 996
8 Enter any penalty for underpayment of estimated tax. if Form 2220 is attached. 8  
9 Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed.......Bullet 9  
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...Bullet 10 180
11 Enter the amount of line 10 to be: Credited to 2013 estimated taxBullet180 Refunded Bullet 11  
Part VII-A
Statements Regarding Activities
1a
During the tax year, did the foundation attempt to influence any national, state, or local legislation or did
Yes
No
it participate or intervene in any political campaign? ....................
1a
 
No
b
Did it spend more than $100 during the year (either directly or indirectly) for political purposes (see page 19 of
the instructions for definition)?............................
1b
 
No
If the answer is “Yes” to 1a or 1b, attach a detailed description of the activities and copies of any materials
published or distributed by the foundation in connection with the activities.
c
Did the foundation file Form 1120-POL for this year?.....................
1c
 
 
d
Enter the amount (if any) of tax on political expenditures (section 4955) imposed during the year:
(1) On the foundation. bullet$   (2) On foundation managers.bullet$  
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.bullet$  
2
Has the foundation engaged in any activities that have not previously been reported to the IRS?.......
2
 
No
If “Yes,” attach a detailed description of the activities.
3
Has the foundation made any changes, not previously reported to the IRS, in its governing instrument, articles
of incorporation, or bylaws, or other similar instruments? If “Yes,” attach a conformed copy of the changes....
3
 
No
4a
Did the foundation have unrelated business gross income of $1,000 or more during the year?........
4a
 
No
b
If “Yes,” has it filed a tax return on Form 990-T for this year?...................
4b
 
 
5
Was there a liquidation, termination, dissolution, or substantial contraction during the year?.........
5
 
No
If “Yes,” attach the statement required by General Instruction T.
6
Are the requirements of section 508(e) (relating to sections 4941 through 4945) satisfied either:
  • By language in the governing instrument, or
  • By state legislation that effectively amends the governing instrument so that no mandatory directions
    • that conflict with the state law remain in the governing instrument?................
    6
    Yes
     
    7
    Did the foundation have at least $5,000 in assets at any time during the year? If “Yes,” complete Part II, col. (c), and Part XV.
    7
    Yes
     
    8a
    Enter the states to which the foundation reports or with which it is registered (see instructions)
    bulletOH
    b
    If the answer is “Yes” to line 7, has the foundation furnished a copy of Form 990-PF to the Attorney
    General (or designate) of each state as required by General Instruction G? If “No,” attach explanation .Click to see attachment
    8b
     
    No
    9
    Is the foundation claiming status as a private operating foundation within the meaning of section 4942(j)(3)
    or 4942(j)(5) for calendar year 2012 or the taxable year beginning in 2012 (see instructions for Part XIV)?
    If “Yes,” complete Part XIV.............................
    9
     
    No
    10
    Did any persons become substantial contributors during the tax year? If “Yes,” attach a schedule listing their names and addresses.
    10
     
    No
    11
    At any time during the year, did the foundation, directly or indirectly, own a controlled entity within the
    meaning of section 512(b)(13)? If "Yes," attach schedule. (see instructions) .............
    11
     
    No
    12
    Did the foundation make a distribution to a donor advised fund over which the foundation or a disqualified person had
    advisory privileges? If "Yes," attach statement (see instructions).................
    12
     
    No
    13
    Did the foundation comply with the public inspection requirements for its annual returns and exemption application?
    13
    Yes
     
    Website addressbulletARSHOT@ARSHOT.COM
    14
    The books are in care ofbulletTHOMAS H SCHOTTENSTEIN TRUSTEE Telephone no.bullet (614) 463-9730
    Located atbullet107 S HIGH ST - 3RD FLOOR3RD FLOORCOLUMBUSOH ZIP+4bullet43215
    15
    Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of Form 1041.........bullet
    and enter the amount of tax-exempt interest received or accrued during the year ......bullet
    15  
    16
    At any time during calendar year 2012, did the foundation have an interest in or a signature or other authority over
    a bank, securities, or other financial account in a foreign country? .................
    16
     
    No
    See instructions for exceptions and filing requirements for Form TD F 90-22.1. If "Yes", enter the name of the foreign country bullet  
    Form 990-PF (2012)
    Form 990-PF (2012)
    Page 5
    Part VII-B
    Statements Regarding Activities for Which Form 4720 May Be Required
    File Form 4720 if any item is checked in the “Yes” column, unless an exception applies.
    Yes
    No
    1a
    During the year did the foundation (either directly or indirectly):
    (1) Engage in the sale or exchange, or leasing of property with a disqualified person?
    (2) Borrow money from, lend money to, or otherwise extend credit to (or accept it from)
    a disqualified person?.........................
    (3) Furnish goods, services, or facilities to (or accept them from) a disqualified person?
    (4) Pay compensation to, or pay or reimburse the expenses of, a disqualified person?
    (5) Transfer any income or assets to a disqualified person (or make any of either available
    for the benefit or use of a disqualified person)?.................
    (6) Agree to pay money or property to a government official? (Exception. Check “No”
    if the foundation agreed to make a grant to or to employ the official for a period
    after termination of government service, if terminating within 90 days.).........
    b
    If any answer is “Yes” to 1a(1)–(6), did any of the acts fail to qualify under the exceptions described in Regulations
    section 53.4941(d)-3 or in a current notice regarding disaster assistance (see page 20 of the instructions)?...
    1b
     
     
    .........bullet
    c
    Did the foundation engage in a prior year in any of the acts described in 1a, other than excepted acts,
    that were not corrected before the first day of the tax year beginning in 2012?.............
    1c
     
     
    2
    Taxes on failure to distribute income (section 4942) (does not apply for years the foundation was a private
    operating foundation defined in section 4942(j)(3) or 4942(j)(5)):
    a
    At the end of tax year 2012, did the foundation have any undistributed income (lines 6d
    and 6e, Part XIII) for tax year(s) beginning before 2012?...............
    If “Yes,” list the years bullet20, 20, 20, 20
    b
    Are there any years listed in 2a for which the foundation is not applying the provisions of section 4942(a)(2)
    (relating to incorrect valuation of assets) to the year’s undistributed income? (If applying section 4942(a)(2)
    to all years listed, answer “No” and attach statement—see instructions.) ..............
    2b
     
     
    c
    If the provisions of section 4942(a)(2) are being applied to any of the years listed in 2a, list the years here.
    bullet20, 20, 20, 20
    3a
    Did the foundation hold more than a 2% direct or indirect interest in any business enterprise at
    any time during the year?.........................
    b
    If “Yes,” did it have excess business holdings in 2012 as a result of (1) any purchase by the foundation
    or disqualified persons after May 26, 1969; (2) the lapse of the 5-year period (or longer period approved
    by the Commissioner under section 4943(c)(7)) to dispose of holdings acquired by gift or bequest; or (3)
    the lapse of the 10-, 15-, or 20-year first phase holding period? (Use Schedule C, Form 4720, to determine
    if the foundation had excess business holdings in 2012.)....................
    3b
     
     
    4a
    Did the foundation invest during the year any amount in a manner that would jeopardize its charitable purposes?
    4a
     
    No
    b
    Did the foundation make any investment in a prior year (but after December 31, 1969) that could jeopardize its
    charitable purpose that had not been removed from jeopardy before the first day of the tax year beginning in 2012?
    4b
     
    No
    5a
    During the year did the foundation pay or incur any amount to:
    (1) Carry on propaganda, or otherwise attempt to influence legislation (section 4945(e))?
    (2) Influence the outcome of any specific public election (see section 4955); or to carry
    on, directly or indirectly, any voter registration drive?...............
    (3) Provide a grant to an individual for travel, study, or other similar purposes?
    (4) Provide a grant to an organization other than a charitable, etc., organization described
    in section 509(a)(1), (2), or (3), or section 4940(d)(2)? (see instructions)........
    (5) Provide for any purpose other than religious, charitable, scientific, literary, or
    educational purposes, or for the prevention of cruelty to children or animals?........
    b
    If any answer is “Yes” to 5a(1)–(5), did any of the transactions fail to qualify under the exceptions described in
    Regulations section 53.4945 or in a current notice regarding disaster assistance (see instructions)? ......
    5b
     
     
    .........bullet
    c
    If the answer is “Yes” to question 5a(4), does the foundation claim exemption from the
    tax because it maintained expenditure responsibility for the grant?............
    If “Yes,” attach the statement required by Regulations section 53.4945–5(d).
    6a
    Did the foundation, during the year, receive any funds, directly or indirectly, to pay premiums on
    a personal benefit contract?........................
    b
    Did the foundation, during the year, pay premiums, directly or indirectly, on a personal benefit contract?....
    6b
     
    No
    If “Yes” to 6b, file Form 8870.
    7a
    At any time during the tax year, was the foundation a party to a prohibited tax shelter transaction?
    b
    If yes, did the foundation receive any proceeds or have any net income attributable to the transaction? ....
    7b
     
     
    Form 990-PF (2012)
    Form 990-PF (2012)
    Page 6
    Part VIII
    Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
    and Contractors
    1 List all officers, directors, trustees, foundation managers and their compensation (see instructions).
    (a) Name and address (b) Title, and average
    hours per week
    devoted to position     		(c) Compensation
     (If not paid, enter
    -0-)     		(d) Contributions to
    employee benefit plans
    and deferred compensation     		(e) Expense account,
    other allowances
    THOMAS H SCHOTTENSTEINClick to see attachment PRESIDENT
    25.00     		0 0 0
    C/O ARSHOT INVESTMENT CORPORATION
    107 S HIGH ST - 3RD FLOOR
    COLUMBUS,OH43215
    2 Compensation of five highest-paid employees (other than those included on line 1—see instructions). If none, enter “NONE.”
    (a) Name and address of each employee paid more than $50,000 (b) Title, and average
    hours per week
    devoted to position     		(c) Compensation (d) Contributions to
    employee benefit
    plans and deferred
    compensation     		(e) Expense account,
    other allowances
    NONE
    Total number of other employees paid over $50,000...................bullet  
    3 Five highest-paid independent contractors for professional services (see instructions). If none, enter "NONE".
    (a) Name and address of each person paid more than $50,000 (b) Type of service (c) Compensation
    NONE
    Total number of others receiving over $50,000 for professional services.............bullet  
    Part IX-A
    Summary of Direct Charitable Activities
    List the foundation’s four largest direct charitable activities during the tax year. Include relevant statistical information such as the number of organizations and other beneficiaries served, conferences convened, research papers produced, etc. Expenses
    1
     
    2  
    3  
    4  
    Form 990-PF (2012)
    Form 990-PF (2012)
    Page 7
    Part IX-B
    Summary of Program-Related Investments (see instructions)
    Describe the two largest program-related investments made by the foundation during the tax year on lines 1 and 2. Amount
    1 N/A  
    2  
    All other program-related investments. See page 24 of the instructions.
    3  
    Total. Add lines 1 through 3..........................bullet  
    Part X
    Minimum Investment Return (All domestic foundations must complete this part. Foreign foundations,
    see instructions.)
    1
    Fair market value of assets not used (or held for use) directly in carrying out charitable, etc.,
    purposes:
    a
    Average monthly fair market value of securities...................
    1a
    2,312,699
    b
    Average of monthly cash balances.......................
    1b
    3,719,131
    c
    Fair market value of all other assets (see instructions)................
    1c
    0
    d
    Total (add lines 1a, b, and c).........................
    1d
    6,031,830
    e
    Reduction claimed for blockage or other factors reported on lines 1a and
    1c (attach detailed explanation) .............
    1e
     
    2
    Acquisition indebtedness applicable to line 1 assets..................
    2
     
    3
    Subtract line 2 from line 1d.........................
    3
    6,031,830
    4
    Cash deemed held for charitable activities. Enter 1 1⁄2% of line 3 (for greater amount, see
    instructions) .............................
    4
    90,477
    5
    Net value of noncharitable-use assets. Subtract line 4 from line 3. Enter here and on Part V, line 4
    5
    5,941,353
    6
    Minimum investment return. Enter 5% of line 5..................
    6
    297,068
    Part XI
    Distributable Amount bullet and do not complete this part.)
    1
    Minimum investment return from Part X, line 6....................
    1
    297,068
    2a
    Tax on investment income for 2012 from Part VI, line 5......
    2a
    816
    b
    Income tax for 2012. (This does not include the tax from Part VI.)...
    2b
     
    c
    Add lines 2a and 2b............................
    2c
    816
    3
    Distributable amount before adjustments. Subtract line 2c from line 1............
    3
    296,252
    4
    Recoveries of amounts treated as qualifying distributions................
    4
     
    5
    Add lines 3 and 4............................
    5
    296,252
    6
    Deduction from distributable amount (see instructions).................
    6
     
    7
    Distributable amount as adjusted. Subtract line 6 from line 5. Enter here and on Part XIII,
    line 1................................
    7
    296,252
    Part XII
    Qualifying Distributions (see instructions)
    1
    Amounts paid (including administrative expenses) to accomplish charitable, etc., purposes:
    a
    Expenses, contributions, gifts, etc.—total from Part I, column (d), line 26 ..........
    1a
    511,995
    b
    Program-related investments—total from Part IX-B..................
    1b
     
    2
    Amounts paid to acquire assets used (or held for use) directly in carrying out charitable, etc.,
    purposes...............................
    2
     
    3
    Amounts set aside for specific charitable projects that satisfy the:
    a
    Suitability test (prior IRS approval required)....................
    3a
     
    b
    Cash distribution test (attach the required schedule) .................
    3b
     
    4
    Qualifying distributions. Add lines 1a through 3b. Enter here and on Part V, line 8, and Part XIII, line 4
    4
    511,995
    5
    Foundations that qualify under section 4940(e) for the reduced rate of tax on net investment
    income. Enter 1% of Part I, line 27b (see instructions).................
    5
    816
    6
    Adjusted qualifying distributions. Subtract line 5 from line 4..............
    6
    511,179
    Note: The amount on line 6 will be used in Part V, column (b), in subsequent years when calculating whether the foundation qualifies for
    the section 4940(e) reduction of tax in those years.
    Form 990-PF (2012)
    Form 990-PF (2012)
    Page 8
    Part XIII
    Undistributed Income (see instructions)
    (a)
    Corpus     		(b)
    Years prior to 2011     		(c)
    2011     		(d)
    2012
    1 Distributable amount for 2012 from Part XI, line 7 296,252
    2 Undistributed income, if any, as of the end of 2012:
    a Enter amount for 2011 only.......  
    b Total for prior years:20, 20, 20  
    3 Excess distributions carryover, if any, to 2012:
    a From 2007.......  
    b From 2008.......  
    c From 2009....... 160,864
    d From 2010....... 17,398
    e From 2011....... 72,107
    fTotal of lines 3a through e......... 250,369
    4Qualifying distributions for 2012 from Part
    XII, line 4: bullet$ 511,995
    a Applied to 2011, but not more than line 2a  
    b Applied to undistributed income of prior years
    (Election required—see instructions)......     		 
    c Treated as distributions out of corpus (Election
    required—see instructions).........     		 
    d Applied to 2012 distributable amount..... 296,252
    e Remaining amount distributed out of corpus 215,743
    5 Excess distributions carryover applied to 2012.    
    (If an amount appears in column (d), the
    same amount must be shown in column (a).)
    6Enter the net total of each column as
    indicated below:
    a Corpus. Add lines 3f, 4c, and 4e. Subtract line 5 466,112
    b Prior years’ undistributed income. Subtract
    line 4b from line 2b ...........     		 
    c Enter the amount of prior years’ undistributed
    income for which a notice of deficiency has
    been issued, or on which the section 4942(a)
    tax has been previously assessed......     		 
    d Subtract line 6c from line 6b. Taxable amount
    —see instructions ...........     		 
    e Undistributed income for 2011. Subtract line
    4a from line 2a. Taxable amount—see
    instructions .............     		 
    f Undistributed income for 2012. Subtract
    lines 4d and 5 from line 1. This amount must
    be distributed in 2013 ..........     		0
    7 Amounts treated as distributions out of
    corpus to satisfy requirements imposed by
    section 170(b)(1)(F) or 4942(g)(3) (see
    instructions) .............     		 
    8Excess distributions carryover from 2007 not
    applied on line 5 or line 7 (see instructions) ...     		 
    9Excess distributions carryover to 2013.
    Subtract lines 7 and 8 from line 6a ......     		466,112
    10 Analysis of line 9:
    a Excess from 2008....  
    b Excess from 2009.... 160,864
    c Excess from 2010.... 17,398
    d Excess from 2011.... 72,107
    e Excess from 2012.... 215,743
    Form 990-PF (2012)
    Form 990-PF (2012)
    Page 9
    Part XIV
    Private Operating Foundations (see instructions and Part VII-A, question 9)
    1a If the foundation has received a ruling or determination letter that it is a private operating
    foundation, and the ruling is effective for 2012, enter the date of the ruling.......bullet
     
    b Check box to indicate whether the organization is a private operating foundation described in section or
    2a Enter the lesser of the adjusted net
    income from Part I or the minimum
    investment return from Part X for each
    year listed ..........     		Tax year Prior 3 years (e) Total
    (a) 2012 (b) 2011 (c) 2010 (d) 2009
             
    b 85% of line 2a .........          
    c Qualifying distributions from Part XII,
    line 4 for each year listed .....     		         
    d Amounts included in line 2c not used directly
    for active conduct of exempt activities ....     		         
    e Qualifying distributions made directly
    for active conduct of exempt activities.
    Subtract line 2d from line 2c ....     		         
    3 Complete 3a, b, or c for the
    alternative test relied upon:
    a “Assets” alternative test—enter:
    (1) Value of all assets ......          
    (2) Value of assets qualifying
    under section 4942(j)(3)(B)(i)    		          
    b “Endowment” alternative test— enter 2⁄3
    of minimum investment return shown in
    Part X, line 6 for each year listed...     		         
    c “Support” alternative test—enter:
    (1) Total support other than gross
    investment income (interest,
    dividends, rents, payments
    on securities loans (section
    512(a)(5)), or royalties) ....     		         
    (2) Support from general public
    and 5 or more exempt
    organizations as provided in
    section 4942(j)(3)(B)(iii)....     		         
    (3) Largest amount of support
    from an exempt organization    		          
    (4) Gross investment income          
    Part XV
    Supplementary Information (Complete this part only if the organization had $5,000 or more in
    assets at any time during the year—see instructions.)
    1Information Regarding Foundation Managers:
    aList any managers of the foundation who have contributed more than 2% of the total contributions received by the foundation
    before the close of any tax year (but only if they have contributed more than $5,000). (See section 507(d)(2).)
    bList any managers of the foundation who own 10% or more of the stock of a corporation (or an equally large portion of the
    ownership of a partnership or other entity) of which the foundation has a 10% or greater interest.
    2Information Regarding Contribution, Grant, Gift, Loan, Scholarship, etc., Programs:
    Check here bullet
    aThe name, address, and telephone number or e-mail of the person to whom applications should be addressed:
    THOMAS H SCHOTTENSTEIN TRUSTEE
    107 S HIGH ST - 3RD FLOOR
    COLUMBUS,OH43215
    (614) 463-9730
    bThe form in which applications should be submitted and information and materials they should include:
    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.
    cAny submission deadlines:
    NONE
    dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
    factors:
    SEE APPLICATION FORMAT AND REQUIRED CONTENTS COMMENTS.
    Form 990-PF (2012)
    Form 990-PF (2012)
    Page 10
    Part XV
    Supplementary Information (continued)
    3 Grants and Contributions Paid During the Year or Approved for Future Payment
    Recipient If recipient is an individual,
    show any relationship to
    any foundation manager
    or substantial contributor
    		 Foundation
    status of
    recipient     		Purpose of grant or
    contribution     		Amount
    Name and address (home or business)
    aPaid during the year
    A-TIME
    1310 48TH STREET
    SUITE 406
    BROOKLYN,NY11219     		NONE COMPLETED GENERAL OPERATIONS 540
    AMERICAN FRIENDS OF
    YESHIVA KESSER CHAIM
    149-05 79 AVE - SUITE 2
    NEW GARDEN HILLS,NY11367     		NONE COMPLETED GENERAL OPERATIONS 72
    AMERICAN FRIENDS OF OHEV YISOEL
    5314 18TH AVE
    SUITE 258
    BROOKLYN,NY11204     		NONE COMPLETED GENERAL OPERATIONS 360
    AMERICAN FRIENDS OF YAD ELIEZAR
    1102 E 28TH ST
    BROOKLYN,NY11210     		NONE COMPLETED GENERAL OPERATIONS 2,498
    AMERICAN FRIENDS OF YAD EZRAH
    4207 NEW UTRECH AVE
    BROOKLYN,NY11219     		NONE COMPLETED GENERAL OPERATIONS 500
    AMERICAN FRIENDS OF MAYANOT
    450 W 33RD ST
    11TH FLOOR
    NEW YORK,NY10001     		NONE COMPLETED GENERAL OPERATIONS 1,500
    AMERICAN FRIENDS OF LEVUSH MALCHUS
    1860 OCEAN PARKWAY
    SUITE 1-H
    BROOKLYN,NY11223     		NONE COMPLETED GENERAL OPERATIONS 250
    AMERICAN YEDIDIM
    17515 NE 7TH AVE
    NORTH MIAMI BEACH,FL33162     		NONE COMPLETED GENERAL OPERATIONS 125
    ARIE HAZEN
    2671 E MAIN ST
    COLUMBUS,OH43209     		NONE COMPLETED GENERAL OPERATIONS 1,000
    ARTHUR JAMES CANCER HOSPITAL
    1480 W LANE AVE
    COLUMBUS,OH43221     		NONE COMPLETED GENERAL OPERATIONS 1,000
    AVNER INSTITUTE
    888 MONTGOMERY ST
    APT C17
    BROOKLYN,NY11213     		NONE COMPLETED GENERAL OPERATIONS 1,000
    BAIS CHANA
    350 LEFFERS AVE
    1H
    BROOKLYN,NY11225     		NONE COMPLETED GENERAL OPERATIONS 504
    BAIS CHAYA MUSHKA
    CHABAD SCHOOL FOR GIRLS
    9051 W PICO BLVD
    LOS ANGELES,CA90035     		NONE COMPLETED GENERAL OPERATIONS 7,920
    BAIS YAKOV SCHOOL FOR GIRLS
    11111 PARK HEIGHTS AVE
    OWINGS MILLS,MD21117     		NONE COMPLETED GENERAL OPERATIONS 108
    BEIS MIDRASH L'NOSHIM UBANOS
    1274 49TH ST
    BROOKLYN,NY11210     		NONE COMPLETED GENERAL OPERATIONS 360
    BETH JACOB HACHASSIDI BEHAR ILLIT
    1223 COLLEGE AVE
    COLUMBUS,OH43209     		NONE COMPLETED GENERAL OPERATIONS 1,800
    BETH RIVKAH SCHOOLS
    310 CROWN ST
    BROOKLYN,NY11225     		NONE COMPLETED GENERAL OPERATIONS 2,000
    BRIT YOSEF YITZCHAK OF AMERICA INC
    3113 STIRLING RD
    SUITE 203
    FORT LAUDERDALE,FL33312     		NONE COMPLETED GENERAL OPERATIONS 1,800
    BROOKLYN HOLISTIC SYNAGOGUE
    1511 UNION ST
    BROOKLYN,NY11213     		NONE COMPLETED GENERAL OPERATIONS 75,000
    CAMP EMUNAH
    824 EASTERN PARKWAY
    BOOKLYN,NY11213     		NONE COMPLETED GENERAL OPERATIONS 1,700
    CAMP GAN ISRAEL
    6600 E DUBLINGRANVILLE RD
    NEW ALBANY,OH43054     		NONE COMPLETED GENERAL OPERATIONS 7,075
    CHABAD AT LA COSTA
    1980 LA COSTA AVE
    CARLSBAD,CA92009     		NONE COMPLETED GENERAL OPERATIONS 90
    CHABAD JEWIS CENTER GAINESVIL
    2021 NW 5TH AVE
    GAINESVILLE,FL32603     		NONE COMPLETED GENERAL OPERATIONS 360
    CHABAD OF BURBANK
    2415 W MAGNOLIA BLVD
    BURBANK,CA91506     		NONE COMPLETED GENERAL OPERATIONS 900
    CHABAD LUBAVITCH
    OF NORTHERN VIRGINIA
    3939 PRINCE WILLIAM DR
    FAIRFAX,VA22031     		NONE COMPLETED GENERAL OPERATIONS 1,000
    CHABAD OF THE HILLS
    1016 CORY AV
    BEVERLY HILLS,CA90069     		NONE COMPLETED GENERAL OPERATIONS 2,700
    CHABAD OF TRUMBULL
    77 MOUNT PLEASANT DR
    TRUMBULL,CT06611     		NONE COMPLETED GENERAL OPERATIONS 250
    CHABAD OF WASHINGTON HEIGHTS
    50 OVERLOOK TERRACE
    SUITE BBCC
    NEW YORK,NY10033     		NONE COMPLETED GENERAL OPERATIONS 9,100
    CHABAD WEST SIDE
    166 W 97TH ST
    NEW YORK,NY10025     		NONE COMPLETED GENERAL OPERATIONS 500
    CHANANYA BAKER MIMORIAL FUND
    2526 WILLOW GLEN RD
    BALITIMORE,MD21209     		NONE COMPLETED GENERAL OPERATIONS 150
    CHAYENU
    1526 UNION ST
    BROOKLYN,NY11213     		NONE COMPLETED GENERAL OPERATIONS 1,260
    CHEVRAS AHAVAS ISRAEL
    313 W 83RD ST
    NEW YORK,NY10024     		NONE COMPLETED GENERAL OPERATIONS 1,000
    CHILD LIFE SOCIETY
    1347 43RD ST
    BROOKLYN,NY11219     		NONE COMPLETED GENERAL OPERATIONS 900
    CHOFETZ CHAIM HERTIAGE
    361 SPOOK ROCK RD
    SUFFERN,NY10901     		NONE COMPLETED GENERAL OPERATIONS 1,000
    CHOFETZ CHAIM YESHIVA
    82 HIGHVIEW RD
    SUFFERN,NY10901     		NONE COMPLETED GENERAL OPERATIONS 270
    COLUMBUS JEWISH FOUNDATION
    1175 COLLEGE AVE
    COLUMBUS,OH43209     		NONE COMPLETED GENERAL OPERATIONS 250
    COLEL CHABAD
    806 EASTERN PARKWAY
    BROOKLYN,NY11213     		NONE COMPLETED GENERAL OPERATIONS 49,330
    COLUMBUS COMMUNITY KOLLEL
    2513 E MAIN ST
    COLUMBUS,OH43209     		NONE COMPLETED GENERAL OPERATIONS 25,520
    CONGREGATION BETH HATFILAH
    1437 49TH ST
    BROOKLYN,NY11219     		NONE COMPLETED GENERAL OPERATIONS 2,000
    CONGREGATION OSEH
    TZEDOKO VOCHESED
    4310 16TH AVE
    BROOKLYN,NY11204     		NONE COMPLETED GENERAL OPERATIONS 2,162
    CONGREGATION SAR SHALOM
    75 VERNON ST
    NEWTON,MA02458     		NONE COMPLETED GENERAL OPERATIONS 180
    CONGREGATION ZICHRON
    AVOT-ESRAS ACHIM
    2119 79TH ST
    BROOKLYN,NY11214     		NONE COMPLETED GENERAL OPERATIONS 10,800
    CONGREGATION TORAH L'TEFILLA
    6250 43RD AVE NE
    SEATTE,WA98115     		NONE COMPLETED GENERAL OPERATIONS 180
    CONGREGATION KHAI YEREIM
    1771 S TAYLOR RD
    CLEVELAND HEIGHTS,OH44118     		NONE COMPLETED GENERAL OPERATIONS 3,706
    CONGREGATION AHAVAS SHOLOM
    2568 EBROAD ST
    COLUMBUS,OH43209     		NONE COMPLETED GENERAL OPERATIONS 35,198
    DERECH CHAIM
    1573 39TH ST
    BROOKLYN,NY11218     		NONE COMPLETED GENERAL OPERATIONS 400
    DIASPORA YESHIVA TORAS ISRAEL
    662 LEFFERTS AVE
    BROOKLYN,NY11203     		NONE COMPLETED GENERAL OPERATIONS 625
    EDUCATIONAL INSTITUTE OHOLEI TORAH
    867 EASTERN PARKWAY
    BROOKLYN,NY11213     		NONE COMPLETED GENERAL OPERATIONS 18,280
    EMET RABBI HERZOG
    WORLD ACADEMY INC
    64 MURIEL AVE
    LAWRENCE,NY11559     		NONE COMPLETED GENERAL OPERATIONS 1,360
    EMUNAS YISROEL
    4310 16TH AVE
    BROOKLYN,NY11204     		NONE COMPLETED GENERAL OPERATIONS 126
    EZRAT ACHIM-CONGR MADRICH BANIM
    34 KEW GARDENS DR
    LAKEWOOD,NJ08701     		NONE COMPLETED GENERAL OPERATIONS 200
    EZRAT ISRAEL INC
    806 EASTERN PARKWAY
    BROOKLYN,NY11213     		NONE COMPLETED GENERAL OPERATIONS 7,920
    FRIENDS OF BIKUR CHOLIM
    EZRAT ACHIM INC
    5014 16TH AVE 283
    BROOKLYN,NY11204     		NONE COMPLETED GENERAL OPERATIONS 1,980
    FRIENDS OF YAD EZRA V'SHULAMIT
    3740 WILSHIRE BLVD
    SUITE 1020
    LOS ANGELES,CA90010     		NONE COMPLETED GENERAL OPERATIONS 1,000
    FRIENDS OF LUBAVITCH
    OF FLORIDA INC
    1140 ALTON RD
    MIAMI BEACH,FL33139     		NONE COMPLETED GENERAL OPERATIONS 1,000
    FRIENDS OF MAYANOT INSTITUTE INC
    228 PARK AVE SOUTH
    SUITE 96553
    NEW YORK,NY10003     		NONE COMPLETED GENERAL OPERATIONS 500
    GREAT CHARITY CHAYE OLAM
    5 BEEKMAN 423
    NEW YORK,NY10038     		NONE COMPLETED GENERAL OPERATIONS 360
    GUARD YOUR EYES CORP
    3918 FALLSTAFF RD
    BALTIMORE,MD21215     		NONE COMPLETED GENERAL OPERATIONS 13,400
    HEICHAL HABRACHA
    1504 59TH ST
    BROOKLYN,NY11219     		NONE COMPLETED GENERAL OPERATIONS 90
    HEICHAL HATALMUD
    247 E BROADWAY
    NEW YORK,NY10002     		NONE COMPLETED GENERAL OPERATIONS 234
    HEICHAL HATORAH
    3323 RICHMOND AVE
    STATEN ISLAND,NY10312     		NONE COMPLETED GENERAL OPERATIONS 72
    CLEVELAND CLINIC FUND
    3050 SCIENCE PARK DR
    AC 322
    BEACHWOOD,OH44122     		NONE COMPLETED GENERAL OPERATIONS 2,000
    IMREI BINA INC
    490 SW 118 AVE
    PLANTATION,FL33325     		NONE COMPLETED GENERAL OPERATIONS 360
    IMREI SHUFER BNEI DOVID
    100 S CENTRAL AVE
    NANUET,NY10954     		NONE COMPLETED GENERAL OPERATIONS 180
    IMREI YEHUDAH
    1216 54TH ST
    BROOKLYN,NY11219     		NONE COMPLETED GENERAL OPERATIONS 90
    INSTITUTE FOR DAYANIM
    25625 SOUTHFIELD RD 1078
    SOUTHFIELD,MI48075     		NONE COMPLETED GENERAL OPERATIONS 5,220
    JEM-JEWISH EDUCATIONAL MEDIA
    784 EASTERN PARKWAY
    SUITE 403
    BROOKLYN,NY11213     		NONE COMPLETED GENERAL OPERATIONS 360
    JEWISH FAMILY EXPERIENCE
    3683 SEVERN RD
    CLEVELAND,OH44118     		NONE COMPLETED GENERAL OPERATIONS 180
    KAHAL BAIS YITZCHOK D'SPINKA
    188-190-192 KEAP ST
    BROOKLYN,NY11211     		NONE COMPLETED GENERAL OPERATIONS 500
    KEREN ACHIM
    18 ORCHARD HILL DR
    MONCEY,NY10952     		NONE COMPLETED GENERAL OPERATIONS 144
    KEREN ELUZAR
    177 LEE AVE
    BROOKLYN,NY11211     		NONE COMPLETED GENERAL OPERATIONS 300
    KOLLEL YCM-KOLLEL
    YAD CHAIM MORDECHAI
    2573 LARCHMONT DR
    BEACHWOOD,OH44122     		NONE COMPLETED GENERAL OPERATIONS 876
    KOLLEL ZICHRON YOSEFF
    1524 17TH ST
    BROOKLYN,NY11230     		NONE COMPLETED GENERAL OPERATIONS 126
    LADIES BIKUR CHOLIM D'SATMAR
    545 BADFORD AVE
    BROOKLYN,NY11211     		NONE COMPLETED GENERAL OPERATIONS 90
    LEV MALKA INC
    5308 13TH AVE PMB 161
    BROOKLYN,NY11214     		NONE COMPLETED GENERAL OPERATIONS 72
    MESORAH HERITAGE FOUNDATION
    4401 SECOND AVE
    BROOKLYN,NY11232     		NONE COMPLETED GENERAL OPERATIONS 1,650
    MINYAN AVRELICHIM
    228 STONEWAY LN
    MERION STATION,PA19066     		NONE COMPLETED GENERAL OPERATIONS 126
    MOSDOS OHR HATORAH
    1508 WARRENSVILLE CNT RD
    CLEVELAND HEIGHTS,OH44121     		NONE COMPLETED GENERAL OPERATIONS 1,800
    MOSDOS TORAS CHESED INC
    1343 E 9TH ST
    BROOKLYN,NY11230     		NONE COMPLETED GENERAL OPERATIONS 126
    MOSDOT BOTOSHAN
    915 E 7TH ST
    BROOKLYN,NY11230     		NONE COMPLETED GENERAL OPERATIONS 200
    NCSY
    6220 E DUBLIN GRANVILLE
    NEW ALBANY,OH43054     		NONE COMPLETED GENERAL OPERATIONS 5,400
    NATIONWIDE CHILDRENS HOSPITAL
    700 CHILDRENS DR
    COLUMBUS,OH43205     		NONE COMPLETED GENERAL OPERATIONS 1,000
    NER ISRAEL SERVICE LEAGUE
    400 MT WILSON LN
    BALTIMORE,MD21208     		NONE COMPLETED GENERAL OPERATIONS 180
    OHEL MIRIAM
    1574 45TH ST
    BROOKLYN,NY11219     		NONE COMPLETED GENERAL OPERATIONS 126
    OHEV YISRAEL
    5314 16TH AVE 258
    BROOKLYN,NY11204     		NONE COMPLETED GENERAL OPERATIONS 108
    OHR CHADASH GIRLS TOWNJ
    1431 CONEY ISLAND AVE
    BROOKLYN,NY11230     		NONE COMPLETED GENERAL OPERATIONS 150
    OHR SHALOM V'CHESED JERUSALEM
    1160 47TH ST
    BROOKLYN,NY11219     		NONE COMPLETED GENERAL OPERATIONS 1,900
    ORA- THE ORGANIZATION FOR THE
    RESOLUTION OF AGUNOT
    551 W 181 ST
    NEW YORK,NY10033     		NONE COMPLETED GENERAL OPERATIONS 860
    P'EYLIM LEV L'ACHIM
    1034 E 12TH ST
    BROOKLYN,NY11230     		NONE COMPLETED GENERAL OPERATIONS 900
    RABBI GOLDRING
    4915 1-55 NORTH - 100A
    JACKSON,MS39206     		NONE COMPLETED GENERAL OPERATIONS 90
    SCHOTTENSTEIN CHABAD HOUSE
    6220 E DUBLIN-GRANVILLERD
    NEW ALBANY,OH43054     		NONE COMPLETED GENERAL OPERATIONS 7,500
    SEGULA
    POBOX 18097
    CLEVELAND HEIGHTS,OH44118     		NONE COMPLETED GENERAL OPERATIONS 250
    SHERIT HAPLATA
    818 W SEVENTH ST
    LOS ANGELES,CA90017     		NONE COMPLETED GENERAL OPERATIONS 1,000
    SIYUM HASHAS OF DAFYOMI
    AGUDAS ISRAEL OF AMERICA
    42 BROADWAY
    NEW YORK,NY10004     		NONE COMPLETED GENERAL OPERATIONS 720
    TEP - TZEDAKA
    ENCHANTMENT PROJECT
    25274 SOUTHWOOD DR
    SOUTHFIELD,MI48075     		NONE COMPLETED GENERAL OPERATIONS 1,500
    TEN YAD TEN YAD
    559 EMPIRE BLVD
    BROOKLYN,NY11225     		NONE COMPLETED GENERAL OPERATIONS 750
    THE KOLLEL INSTITUTE FOR DAYANIM
    25625 SOUTHFIELD RD 107
    SOUTHFILED,MI48075     		NONE COMPLETED GENERAL OPERATIONS 4,600
    THE LORI SCHOTTENSTEIN
    CHABAD CENTER
    6220 E DUBLINGRANVILLE RD
    NEW ALBANY,OH43054     		NONE COMPLETED GENERAL OPERATIONS 360
    TIFERES ACHIM
    1237 45TH ST
    BROOKLYN,NY11219     		NONE COMPLETED GENERAL OPERATIONS 324
    TORAH CENTER
    2942 EAST BROAD ST
    COLUMBUS,OH43209     		NONE COMPLETED GENERAL OPERATIONS 1,360
    TORAH LIFE INSTITUTE
    1861 S TAYLOR RD
    CLEVELAND HEIGHTS,OH44118     		NONE COMPLETED GENERAL OPERATIONS 270
    TORAS CHACHOM CHARITABLE FOUNDATION
    1419 47TH ST
    BROOKLYN,NY11219     		NONE COMPLETED GENERAL OPERATIONS 126
    TORAS CHESED INC
    421 SIXTH ST
    LAKEWOOD,NJ08701     		NONE COMPLETED GENERAL OPERATIONS 7,600
    UNITED LUBAVITCHER YESHIVOTH
    841-853 OCEAN PARKWAY
    BROOKLYN,NY11230     		NONE COMPLETED GENERAL OPERATIONS 7,800
    UNITED TALMUDICAL ACADEMY
    POBOX 477
    MONROE,NY10950     		NONE COMPLETED GENERAL OPERATIONS 2,000
    US FRIENDS OF YAD EZRA
    12A N AIRMONT RD
    SUFFERN,NY10901     		NONE COMPLETED GENERAL OPERATIONS 234
    VAAD HOIR OF COLUMBUS
    1175 COLLEGE AVE
    COLUMBUS,OH43209     		NONE COMPLETED GENERAL OPERATIONS 12,500
    WOUNDED WARRIOR PROJECT
    4899 BELFORT RD
    SUITE 300
    JACKSVILLE,FL32256     		NONE COMPLETED GENERAL OPERATIONS 150
    YAD L'ACHIM
    4018 18TH AVE
    BROOKLYN,NY11218     		NONE COMPLETED GENERAL OPERATIONS 750
    YAGDIL TORAH
    383 KINGSTON AVE
    ROOM 188
    BROOKLYN,NY11213     		NONE COMPLETED GENERAL OPERATIONS 360
    YESHIVA BETH MOSHE
    930 HICKORY ST
    SCRANTON,PA18505     		NONE COMPLETED GENERAL OPERATIONS 108
    YESHIVA MINCHAS ELUSAR
    1417 49TH ST
    BROOKLYN,NY11219     		NONE COMPLETED GENERAL OPERATIONS 180
    YESHIVA OHR ELCHONON CHABAD
    7215 WARING AVE
    LOS ANGELES,CA90046     		NONE COMPLETED GENERAL OPERATIONS 77,500
    EZER L'ZULAS
    24/3 HACHOZE MILULIN ST
    IS     		NONE COMPLETED GENERAL OPERATIONS 306
    FEDERATION CJA
    1 CARE CUMMINGS SQ
    CA     		NONE COMPLETED GENERAL OPERATIONS 1,710
    FRIENDS OF RABBINICAL
    6355 WESTBURY AVE
    CA     		NONE COMPLETED GENERAL OPERATIONS 3,500
    NEVE YERUSHALAYIM
    1 BEIT YITZCHOT ST
    IS     		NONE COMPLETED GENERAL OPERATIONS 360
    SEMINARY CHAYA MUSHKA - SAFED
    33 JERUSALEM ST POB 293
    IS     		NONE COMPLETED GENERAL OPERATIONS 1,000
    YESHIVA ATERET HATORAH JERUSALEM
    11 ELKABETZ ST
    IS     		NONE COMPLETED GENERAL OPERATIONS 72
    Total .................................bullet 3a 463,469
    bApproved for future payment
    Total .................................bullet 3b  
    Form 990-PF (2012)
    Form 990-PF (2012)
    Page 11
    Part XVI-A
    Analysis of Income-Producing Activities
    Enter gross amounts unless otherwise indicated. Unrelated business income Excluded by section 512, 513, or 514 (e)
    Related or exempt
    function income
    (See instructions.)
    1Program service revenue: (a)
    Business code     		(b)
    Amount     		(c)
    Exclusion code     		(d)
    Amount
    a
    b
    c
    d
    e
    f
    gFees and contracts from government agencies          
    2 Membership dues and assessments....          
    3Interest on savings and temporary cash investments         56,526
    4 Dividends and interest from securities....         58,921
    5 Net rental income or (loss) from real estate:
    aDebt-financed property......          
    bNot debt-financed property.....          
    6Net rental income or (loss) from personal property          
    7 Other investment income.....          
    8Gain or (loss) from sales of assets other than inventory     25 8,255 -1,023
    9 Net income or (loss) from special events:          
    10 Gross profit or (loss) from sales of inventory..          
    11 Other revenue: aAMERICAN EXPRESS REBATE         153
    bJPM ALERIAN MLP INDEX ETN (AM         3,196
    cREFUNDS - PRIOR YEAR'S GRANDS     5 1,806  
    d
    e
    12 Subtotal. Add columns (b), (d), and (e)..   10,061 117,773
    13Total. Add line 12, columns (b), (d), and (e)..................
    13127,834
    (See worksheet in line 13 instructions to verify calculations.)
    Part XVI-B
    Relationship of Activities to the Accomplishment of Exempt Purposes
    Line No.
    DownArrow     		Explain below how each activity for which income is reported in column (e) of Part XVI-A contributed importantly to
    the accomplishment of the foundation’s exempt purposes (other than by providing funds for such purposes). (See
    instructions.)
    3 REINVESTED FOR CURRENT AND FUTURE CHARITABLE GIVING.
    4 REINVESTED FOR CURRENT AND FUTURE CHARITABLE GIVING.
    Form 990-PF (2012)
    Form 990-PF (2012)
    Page 12
    Part XVII
    Information Regarding Transfers To and Transactions and Relationships With Noncharitable Exempt Organizations
    1
    Did the organization directly or indirectly engage in any of the following with any other organization described in section
    Yes
    No
    501(c) of the Code (other than section 501(c)(3) organizations) or in section 527, relating to political organizations?
    a
    Transfers from the reporting foundation to a noncharitable exempt organization of:
    (1) Cash...................................
    1a(1)
     
    No
    (2) Other assets.................................
    1a(2)
     
    No
    b
    Other transactions:
    (1) Sales of assets to a noncharitable exempt organization....................
    1b(1)
     
    No
    (2) Purchases of assets from a noncharitable exempt organization..................
    1b(2)
     
    No
    (3) Rental of facilities, equipment, or other assets.......................
    1b(3)
     
    No
    (4) Reimbursement arrangements...........................
    1b(4)
     
    No
    (5) Loans or loan guarantees.............................
    1b(5)
     
    No
    (6) Performance of services or membership or fundraising solicitations................
    1b(6)
     
    No
    c
    Sharing of facilities, equipment, mailing lists, other assets, or paid employees..............
    1c
     
    No
    d
    If the answer to any of the above is “Yes,” complete the following schedule. Column (b) should always show the fair market value
    of the goods, other assets, or services given by the reporting foundation. If the foundation received less than fair market value
    in any transaction or sharing arrangement, show in column (d) the value of the goods, other assets, or services received.
    (a) Line No. (b) Amount involved (c) Name of noncharitable exempt organization (d) Description of transfers, transactions, and sharing arrangements
    2a
    Is the foundation directly or indirectly affiliated with, or related to, one or more tax-exempt organizations
    described in section 501(c) of the Code (other than section 501(c)(3)) or in section 527?...........
    b
    If “Yes,” complete the following schedule.
    (a) Name of organization (b) Type of organization (c) Description of relationship
    Sign Here
    Under penalties of perjury, I declare that I have examined this return, including accompanying schedules and statements, and to the best of my knowledge and belief, it is true, correct, and complete. Declaration of preparer (other than taxpayer or fiduciary) is based on all information of which preparer has any knowledge.
    Bullet Bullet
    May the IRS discuss this return
    with the preparer shown below
    (see instr.)?
    Signature of officer or trustee Date Title
    Paid Preparer Use Only Print/Type preparer's name Preparer's Signature Date PTIN
    Firm's namebullet



    Firm's addressbullet







         		Firm's EINbullet
    Phone no.
    Form 990-PF (2012)
    Additional Data


    Software ID:  
    Software Version:  


    Form 990PF - Special Condition Description:
    Special Condition Description

    TY 2012 AccountingFeesSchedule
    Name:
    SAUL SCHOTTENSTEIN FOUNDATION C
    C/O ARSHOT INVESTMENT CORPORATION
    EIN: 27-0167574
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    LANDAKER & ASSOCIATRES, INC.- CP 2,375 1,188 1,188 1,187

    TY 2012 CompensationExplanation
    Name:
    SAUL SCHOTTENSTEIN FOUNDATION C
    C/O ARSHOT INVESTMENT CORPORATION
    EIN: 27-0167574
    Person Name Explanation
    THOMAS H SCHOTTENSTEIN  

    TY 2012 ExplnOfNonFilingWithAGStmt
    Name:
    SAUL SCHOTTENSTEIN FOUNDATION C
    C/O ARSHOT INVESTMENT CORPORATION
    EIN: 27-0167574
    Statement:
    NOT REQUIRED - VERIFICATION OF FORM 990PF FILING IS ALL THAT IS REQUIRED BY STATE OF OHIO.

    Note: To capture the full content of this document, please select landscape mode (11" x 8.5") when printing.

    TY 2012 GainLossSaleOtherAssetsSch
    Name:
    SAUL SCHOTTENSTEIN FOUNDATION C
    C/O ARSHOT INVESTMENT CORPORATION
    EIN: 27-0167574
    Name Date Acquired How Acquired Date Sold Purchaser Name Gross Sales Price Basis Basis Method Sales Expenses Total (net) Accumulated Depreciation
    HARBOR BOND FUND - 2413.516 SHARES 2012-03 PURCHASE 2012-09   31,183 30,000     1,183  
    HARBOR BOND FUND - 11.771 SHARES 2012-03 PURCHASE 2012-09   152 147     5  
    HARBOR BOND FUND - 2386.635 SHARES 2012-04 PURCHASE 2012-09   30,835 30,000     835  
    HARBOR BOND FUND - 2377.179 SHARES 2012-05 PURCHASE 2012-09   30,713 30,000     713  
    HARBOR BOND FUND - 2358.491 SHARES 2012-06 PURCHASE 2012-09   30,472 30,000     472  
    HARBOR BOND FUND - 74.018 SHARES 2012-06 PURCHASE 2012-09   956 936     20  
    LOOMIS SAYLES BOND INST - 1361.47SHS 2012-03 PURCHASE 2012-09   20,368 20,000     368  
    LOOMIS SAYLES BOND INST - 5.863 SHS 2012-03 PURCHASE 2012-09   88 86     2  
    LOOMIS SAYLES BOND INST - 5.769 SHS 2012-04 PURCHASE 2012-09   86 84     2  
    LOOMIS SAYLES BOND INST - 1364.25SHS 2012-04 PURCHASE 2012-09   20,409 20,000     409  
    LOOMIS SAYLES BOND INST - 1401.54SHS 2012-05 PURCHASE 2012-09   20,967 20,000     967  
    LOOMIS SAYLES BOND INST - 12.181 SHS 2012-05 PURCHASE 2012-09   182 174     8  
    LOOMIS SAYLES BOND INST - 17.383 SHS 2012-06 PURCHASE 2012-09   260 250     10  
    LOOMIS SAYLES BOND INST - 1393.73SHS 2012-06 PURCHASE 2012-09   20,850 20,000     850  
    LOOMIS SAYLES BOND INST - 24.222 SHS 2012-07 PURCHASE 2012-09   362 351     11  
    LOOMIS SAYLES BOND INST - 25.372 SHS 2012-08 PURCHASE 2012-09   380 374     6  
    METROPOLITAN WEST TOT RET-2857.14SHS 2012-03 PURCHASE 2012-09   31,286 30,000     1,286  
    METROPOLITAN WEST TOT RET-1.954SHS 2012-04 PURCHASE 2012-09   21 21        
    METROPOLITAN WEST TOT RET-2832.86SHS 2012-04 PURCHASE 2012-09   31,020 30,000     1,020  
    METROPOLITAN WEST TOT RET-10.422SHS 2012-05 PURCHASE 2012-09   114 111     3  
    METROPOLITAN WEST TOT RET-2819.54SHS 2012-05 PURCHASE 2012-09   30,874 30,000     874  
    METROPOLITAN WEST TOT RET-19.675SHS 2012-05 PURCHASE 2012-09   215 210     5  
    METROPOLITAN WEST TOT RET-2811.62SHS 2012-06 PURCHASE 2012-09   30,787 30,000     787  
    METROPOLITAN WEST TOT RET-31.619SHS 2012-06 PURCHASE 2012-09   343 337     6  
    METROPOLITAN WEST TOT RET-39.422SHS 2012-07 PURCHASE 2012-09   432 428     4  
    METROPOLITAN WEST TOT RET-38.791SHS 2012-08 PURCHASE 2012-09   429 421     8  
    ALLERGAN, INC - 15 SHARES 2012-07 PURCHASE 2012-07   1,264 1,275     -11  
    SALESFORCE.COM - 5 SHARES 2012-07 PURCHASE 2012-07   754 749     5  
    APPLE, INC - 2 SHARES 2012-07 PURCHASE 2012-08   1,323 1,150     173  
    ASML HOLDING N.V. NEW - 2 SHARES 2012-07 PURCHASE 2012-08   116 114     2  
    COCA COLA CO. - 3 SHARES 2012-07 PURCHASE 2012-08   118 118        
    COAMERICA, INC. - 38 SHARES 2012-07 PURCHASE 2012-08   1,171 1,154     17  
    EDWARD LIFESCIENCES - 14 SHARES 2012-07 PURCHASE 2012-08   1,362 1,438     -76  
    ILLUMINA, INC. - 7 SHARES 2012-07 PURCHASE 2012-08   292 289     3  
    MONSANTO CO./NEW - 6 SHARES 2012-07 PURCHASE 2012-08   517 513     4  
    PHILIP MORRIS INT'L, INC. - 2 SHARES 2012-07 PURCHASE 2012-08   186 177     9  
    PRAXAIR, INC. - 9 SHARES 2012-07 PURCHASE 2012-08   943 941     2  
    SCHLUMBERGER, LTD - 2 SHARES 2012-07 PURCHASE 2012-08   149 142     7  
    STARBUCKS COEP. - 3 SHARES 2012-07 PURCHASE 2012-08   144 156     -12  
    TYSON FOODS, INC. - 60 SHARES 2012-07 PURCHASE 2012-08   916 882     34  
    UNDER ARMOUR, INC. - 6 SHARES 2012-07 PURCHASE 2012-08   341 333     8  
    LAS VEGAS SANDS CORP. - 23 SHARES 2012-07 PURCHASE 2012-09   1,042 821     221  
    NIKE, INC. - 12 SHARES 2012-07 PURCHASE 2012-09   1,174 1,153     21  
    APPLE, INC - 1 SHARE 2012-07 PURCHASE 2012-10   640 575     65  
    APPLE, INC - 2 SHARES 2012-07 PURCHASE 2012-10   1,263 1,150     113  
    KRAFT FOODS GROUP, INC - .334 SHARE 2012-07 PURCHASE 2012-10   16 14     2  
    LINKEDIN CORP. - 9 SHARES 2012-07 PURCHASE 2012-10   1,035 909     126  
    ORACLE CORP. - 36 SHARES 2012-07 PURCHASE 2012-10   1,119 1,074     45  
    PEPSICO, INC. - 15 SHARES 2012-07 PURCHASE 2012-10   1,055 1,071     -16  
    PEPSICO, INC - 14 SHARES 2012-07 PURCHASE 2012-10   986 1,000     -14  
    STARWOOD, INC - 24 SHARES 2012-07 PURCHASE 2012-10   1,253 1,246     7  
    UNDER ARMOUR, INC. - 18 SHARES 2012-07 PURCHASE 2012-10   962 1,000     -38  
    BIOGEN IDEC, INC. - 1 SHARE 2012-07 PURCHASE 2012-11   150 148     2  
    CERNER CORP. - 3 SHARES 2012-07 PURCHASE 2013-11   230 231     -1  
    CITRIX SYSTEMS, INC - 16 SHARES 2012-07 PURCHASE 2012-11   965 1,179     -214  
    COVIDIEN PLC - 21 SHARES 2012-07 PURCHASE 2012-11   1,170 1,123     47  
    COVIDIEN PLC - 7 SHARES 2012-07 PURCHASE 2012-11   390 393     -3  
    CROWN CASTLE INTL - 5 SHARES 2012-07 PURCHASE 2012-11   333 303     30  
    MONSANTO CO. - 5 SHARES 2012-07 PURCHASE 2012-11   451 428     23  
    PHILIP MORRIS INTL, INC. - 6 SHARES 2012-07 PURCHASE 2012-11   523 531     -8  
    ASML HOLDING NV - 41 SHARES 2012-11 PURCHASE 2012-12   486       486  
    ASML HOLDING NV - .57 SHARE 2012-07 PURCHASE 2012-11   34 42     -8  
    PHILIP MORRIS INTL.INC. - 6 SHARES 2012-07 PURCHASE 2012-12   534 531     3  
    PHILIP MORRIS INTL.INC. - 12 SHARES 2012-07 PURCHASE 2012-12   1,068 1,063     5  
    SCHLUMBERGER LTD - 6 SHARES 2012-07 PURCHASE 2012-12   415 427     -12  
    V F CORPORATION - 3 SHARES 2012-07 PURCHASE 2012-12   461 447     14  
    SANOFI ADR - 17 SHARES 2012-05 PURCHASE 2012-06   614 580     34  
    DONNELLEY R R & SONS CO - 19 SHARES 2012-05 PURCHASE 2012-07   248 197     51  
    DONNELLEY R R & SONS CO - 3 SHARES 2012-05 PURCHASE 2012-07   36 31     5  
    DONNELLEY R R & SONS CO - 78 SHARES 2012-05 PURCHASE 2012-07   941 809     132  
    PITNEY BOWES INC. - 25 SHARES 2012-05 PURCHASE 2012-07   338 343     -5  
    PITNEY BOWES INC. - 39 SHARES 2012-05 PURCHASE 2012-07   526 535     -9  
    SANOFI ADR - 24 SHARES 2012-05 PURCHASE 2012-07   911 818     93  
    SANOFI ADR - 16 SHARES 2012-05 PURCHASE 2012-07   608 545     63  
    AMERN CORP - 35 SHARES 2012-05 PURCHASE 2012-08   1,161 1,118     43  
    AMERN CORP - 26 SHARES 2012-05 PURCHASE 2012-08   865 830     35  
    DONNELLEY R R & SONS CO - 6 SHARES 2012-05 PURCHASE 2012-08   75 62     13  
    DONNELLEY R R & SONS CO - 83 SHARES 2012-05 PURCHASE 2012-08   1,039 861     178  
    HUDSON CITY BANCORP. INC - 20 SHARES 2012-05 PURCHASE 2012-08   145 124     21  
    HUDSON CITY BANCORP. INC - 20 SHARES 2012-05 PURCHASE 2002-08   145 124     21  
    PEPSICO, INC. - 14 SHARES 2012-05 PURCHASE 2012-08   1,014 961     53  
    PITNEY BOWES INC. - 29 SHARES 2012-05 PURCHASE 2012-08   413 398     15  
    PITNEY BOWES INC. - 49 SHARES 2012-05 PURCHASE 2012-08   681 672     9  
    HUDSON CITY BANCORP. INC -130 SHARES 2012-05 PURCHASE 2012-09   938 808     130  
    HUDSON CITY BANCORP. INC -145 SHARES 2012-05 PURCHASE 2012-09   1,063 902     161  
    PHILLIPS 66 - 13 SHARES 2012-05 PURCHASE 2012-09   605 401     204  
    PEPSICO, INC. - 14 SHARES 2012-05 PURCHASE 2012-10   991 961     30  
    TIME WARNER INC - 40 SHARES 2012-05 PURCHASE 2012-12   1,866 1,375     491  
    TIME WARNER INC - 17 SHARES 2012-05 PURCHASE 2012-12   797 584     213  
    WHIRLPOOL CORP - 5 SHARES 2012-05 PURCHASE 2012-12   502 290     212  
    WHIRLPOOL CORP - 6 SHARES 2012-05 PURCHASE 2012-12   582 348     234  
    JOY GLOBAL INC - 4 SHARES 2011-09 PURCHASE 2012-05   254 256     -2  
    OCCIDENTAL PETROLEUM - 7 SHARES 2011-09 PURCHASE 2012-05   592 512     80  
    SUNCOR ENERGY INC - 19 SHARES 2011-09 PURCHASE 2012-05   562 497     65  
    KAYNE ANDERSON MLP - .784 SHARE 2012-03 PURCHASE 2012-06   23 24     -1  
    GABELLI CMSTK CAP VAL -1990.050 SHS 2011-09 PURCHASE 2012-11   2,786 4,000     -1,214  
    GABELLI CMSTK CAP VAL -1298.889 SHS 2011-11 PURCHASE 2012-11   1,818 2,338     -520  
    GABELLI CMSTK CAP VAL -1257.143 SHS 2011-12 PURCHASE 2012-11   1,760 2,200     -440  
    MARKET VECTORS JR GOLD - 28 SHARES 2011-09 PURCHASE 2012-12   588 924     -336  
    MARKET VECTORS JR GOLD - 12 SHARES 2011-09 PURCHASE 2012-12   252 342     -90  
    MARKET VECTORS JR GOLD - 32 SHARES 2012-03 PURCHASE 2012-12   672 820     -148  
    PROSHARES SHORT - 100 SHARES 2011-09 PURCHASE 2012-12   2,851 4,457     -1,606  
    PROSHARES SHORT - 55 SHARES 2011-12 PURCHASE 2012-12   1,568 2,083     -515  
    PROSHARES SHORT - 47 SHARES 2012-01 PURCHASE 2012-12   1,340 1,721     -381  
    FEDERATED PRUDENT BEAR - 893.181 SHS 2011-09 PURCHASE 2012-03   3,528 4,519     -991  
    FEDERATED PRUDENT BEAR -199.601 SHS 2011-09 PURCHASE 2012-03   788 1,000     -212  
    FEDERATED PRUDENT BEAR - 893.886 SHS 2011-11 PURCHASE 2012-03   371 430     -59  
    PHILLIPS 66 - .4955 SHARE 2009-06 PURCHASE 2012-05   15 10     5  
    LNL, LLC NOTE - WORTHLESS 2010-08 PURCHASE 2012-12     8,000     -8,000  

    TY 2012 InvestmentsCorpStockSchedule
    Name:
    SAUL SCHOTTENSTEIN FOUNDATION C
    C/O ARSHOT INVESTMENT CORPORATION
    EIN: 27-0167574
    Name of Stock End of Year Book Value End of Year Fair Market Value
    6,559 SHS CONOPHILLIPS    
    VARIOUS CORP. (9) COMMON STOCKS    
    VARIOUS ETF'S (8)    
    VARIOUS MUTUAL FUNDS (5)    
    M/S - INVESTMENT ACCOUNT - 360 99,316 109,498
    M/S - INVESTMENT ACCOUNT - 361 98,253 100,402
    M/S - INVESTMENT ACCOUNT - 337 1,531,780 1,568,970
    M/S - INVESTMENT ACCOUNT - 456 301,361 554,471
    M/S - INVESTMENT ACCOUNT - 680 78,681 70,935
    M/S - COST BASIS ADJUSTMENTS 5,191  

    TY 2012 InvestmentsOtherSchedule2
    Name:
    SAUL SCHOTTENSTEIN FOUNDATION C
    C/O ARSHOT INVESTMENT CORPORATION
    EIN: 27-0167574
    Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
    LNL, LLC AT COST    
    SFD INVESTMENTS, LLC AT COST 5,942 5,942
    MODIFIED SINGLE PREMIUM UNIVERSAL      
    LIFE POLICIES AT COST 321,883 321,883

    TY 2012 LegalFeesSchedule
    Name:
    SAUL SCHOTTENSTEIN FOUNDATION C
    C/O ARSHOT INVESTMENT CORPORATION
    EIN: 27-0167574
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    LEGAL FEES-GAMING ACTIVITIES 19,483 19,483 19,483  


    TY 2012 OtherAssetsSchedule
    Name:
    SAUL SCHOTTENSTEIN FOUNDATION C
    C/O ARSHOT INVESTMENT CORPORATION
    EIN: 27-0167574
    Description Beginning of Year - Book Value End of Year - Book Value End of Year - Fair Market Value
    ROUNDING ADJUSTMENT 3 2 2


    TY 2012 OtherExpensesSchedule
    Name:
    SAUL SCHOTTENSTEIN FOUNDATION C
    C/O ARSHOT INVESTMENT CORPORATION
    EIN: 27-0167574
    Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    EXPENSES        
    BANK CHARGES 127 63 63 64
    COST OF INSTANT BINGO TICKETS 898 898 898  
    MISCELLANEOUS 40 40 40  


    TY 2012 OtherIncomeSchedule2
    Name:
    SAUL SCHOTTENSTEIN FOUNDATION C
    C/O ARSHOT INVESTMENT CORPORATION
    EIN: 27-0167574
    Description Revenue And Expenses Per Books Net Investment Income Adjusted Net Income
    AMERICAN EXPRESS REBATE 153 153 153
    JPM ALERIAN MLP INDEX ETN (AM 3,196 3,196 3,196
    REFUNDS - PRIOR YEAR'S GRANDS 1,806   1,806


    TY 2012 OtherIncreasesSchedule
    Name:
    SAUL SCHOTTENSTEIN FOUNDATION C
    C/O ARSHOT INVESTMENT CORPORATION
    EIN: 27-0167574
    Description Amount
    SAUL SCHOTTENSTEIN TRUST 96,000


    TY 2012 OtherLiabilitiesSchedule
    Name:
    SAUL SCHOTTENSTEIN FOUNDATION C
    C/O ARSHOT INVESTMENT CORPORATION
    EIN: 27-0167574
    Description Beginning of Year - Book Value End of Year - Book Value
    TRUSTEE FEE PAYABLE 62,000  


    TY 2012 OtherNotesLoansRcvblShortSch2
    Name:
    SAUL SCHOTTENSTEIN FOUNDATION C
    C/O ARSHOT INVESTMENT CORPORATION
    EIN: 27-0167574
    Name of 501(c)(3) Organization Balance Due
    COLUMBUS TORAH SCHOOLS INC
          		60,000
    DR MIRVIS LOAN
          		2,712
    CONG AHAVAS SHOLOM LOAN
          		6,500
    AHUVA MORRIS
          		 
    ALCEON FUND
          		809,644
    MOSDOS OHR HATORAH
          		25,000


    TY 2012 OtherProfessionalFeesSchedule
    Name:
    SAUL SCHOTTENSTEIN FOUNDATION C
    C/O ARSHOT INVESTMENT CORPORATION
    EIN: 27-0167574
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    TRUSTEE FEE 62,000 15,500 15,500 46,500
    MORGAN STANLEY - AGENCY FEES 6,771 6,771 6,771  
    OTHER ADMINISTRATIVE FEES 163 163 163  
    TRAVEL 575     575


    TY 2012 TaxesSchedule
    Name:
    SAUL SCHOTTENSTEIN FOUNDATION C
    C/O ARSHOT INVESTMENT CORPORATION
    EIN: 27-0167574
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    OHIO CHARITIBLE REGISTRATION FEE 200     200
    FOREIGN TAXES ON DIVIDENDS 53 53 53  
    FEDERAL EXCISE TAX 825 825 825  
    OHIO GAMING LICENSE 500 500 500