Form990-PF

Department of the Treasury
Internal Revenue Service
Return of Private Foundation
or Section 4947(a)(1) Trust Treated as Private Foundation
bulletDo not enter Social Security numbers on this form as it may be made public. By law, the IRS cannot redact the information on the form.
bulletInformation about Form 990-PF and its instructions is at www.irs.gov/form990pf.
OMB No. 1545-0052
2013
Open to Public Inspection
For calendar year 2013, or tax year beginning 01-01-2013 , and ending 12-31-2013
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 or province, country, and ZIP or foreign postal 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
E 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$5,924,059J Accounting method:
 
(Part I, column (d) must be on cash basis.)
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) 180
2 Check bullet
3 Interest on savings and temporary cash investments 120,592 120,592 120,592
4 Dividends and interest from securities...... 62,545 62,545 62,545
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 103,828
b Gross sales price for all assets on line 6a 515,123
7 Capital gain net income (from Part IV, line 2)... 11,515
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 12,579 11,138 12,579
12 Total. Add lines 1 through 11........ 299,724 205,790 195,716
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 6,930 6,930 6,930  
b Accounting fees (attach schedule)....... Click to see attachment 4,395 2,198 2,198 2,197
c Other professional fees (attach schedule).... Click to see attachment 9,743 9,159 9,159 584
17 Interest...............        
18 Taxes (attach schedule) (see instructions) Click to see attachment 1,573 1,373 1,373 200
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 58 29 29 29
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 22,699 19,689 19,689 3,010
25 Contributions, gifts, grants paid........ 338,453 338,453
26 Total expenses and disbursements. Add lines 24 and 25 361,152 19,689 19,689 341,463
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements -61,428
b Net investment income (if negative, enter -0-) 186,101
c Adjusted net income (if negative, enter -0-)... 176,027
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2013)
Form 990-PF (2013)
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.......... 2,257,032 2,286,411 2,286,411
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 instructions).....      
7 Other notes and loans receivable (attach schedule) bullet850,153
Less: allowance for doubtful accounts bullet   903,856 Click to see attachment850,153 850,153
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)........ 2,114,582 Click to see attachment2,080,598 2,462,791
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)........... 327,825 Click to see attachment324,704 324,704
14 Land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
15 Other assets (describe bullet) Click to see attachment2    
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 5,603,297 5,541,866 5,924,059
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)    
23 Total liabilities (add lines 17 through 22).......... 3 0
Net Assets or Fund Balances bullet
and complete lines 24 through 26 and lines 30 and 31.
24 Unrestricted.................... 5,603,294 5,541,866
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).................... 5,603,294 5,541,866
31 Total liabilities and net assets/fund balances (see page 17 of
the instructions).................. 5,603,297 5,541,866
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 5,603,294
2 Enter amount from Part I, line 27a..................... 2 -61,428
3 Other increases not included in line 2 (itemize) bullet 3  
4 Add lines 1, 2, and 3.......................... 4 5,541,866
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 5,541,866
Form 990-PF (2013)
Form 990-PF (2013)
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 11,515
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))
2012 511,179 5,941,353 0.086037
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      
2 Total of line 1, column (d) ...................... 2 0.244602
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 0.061151
4 Enter the net value of noncharitable-use assets for 2013 from Part X, line 5..... 4 4,751,172
5 Multiply line 4 by line 3....................... 5 290,539
6 Enter 1% of net investment income (1% of Part I, line 27b)........... 6 1,861
7 Add lines 5 and 6......................... 7 292,400
8 Enter qualifying distributions from Part XII, line 4.............. 8 341,463
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 (2013)
Form 990-PF (2013)
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 1,861
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 1,861
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 1,861
6 Credits/Payments:
a 2013 estimated tax payments and 2012 overpayment credited to 2013 6a 180
b Exempt foreign organizations—tax withheld at source....... 6b
c Tax paid with application for extension of time to file (Form 8868) 6c 2,700
d Backup withholding erroneously withheld ........... 6d  
7 Total credits and payments. Add lines 6a through 6d.............. 7 2,880
8 Enter any penalty for underpayment of estimated tax. if Form 2220 is attached. Click to see attachment 8 14
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 1,005
11 Enter the amount of line 10 to be: Credited to 2014 estimated taxBullet1,005 RefundedBullet 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 2013 or the taxable year beginning in 2013 (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 2013, did the foundation have an interest in or a signature or other authority over YesNo
    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 (2013)
    Form 990-PF (2013)
    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 2013?.............
    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 2013, did the foundation have any undistributed income (lines 6d
    and 6e, Part XIII) for tax year(s) beginning before 2013?...............
    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 2013 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 2013.)....................
    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 2013?
    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 (2013)
    Form 990-PF (2013)
    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 (2013)
    Form 990-PF (2013)
    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
     
    b
    Average of monthly cash balances.......................
    1b
     
    c
    Fair market value of all other assets (see instructions)................
    1c
     
    d
    Total (add lines 1a, b, and c).........................
    1d
     
    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
     
    4
    Cash deemed held for charitable activities. Enter 1 1/2% of line 3 (for greater amount, see
    instructions) .............................
    4
     
    5
    Net value of noncharitable-use assets. Subtract line 4 from line 3. Enter here and on Part V, line 4
    5
     
    6
    Minimum investment return. Enter 5% of line 5..................
    6
     
    Part XI
    Distributable Amount bullet and do not complete this part.)
    1
    Minimum investment return from Part X, line 6....................
    1
    237,559
    2a
    Tax on investment income for 2013 from Part VI, line 5......
    2a
    1,861
    b
    Income tax for 2013. (This does not include the tax from Part VI.)...
    2b
     
    c
    Add lines 2a and 2b............................
    2c
    1,861
    3
    Distributable amount before adjustments. Subtract line 2c from line 1............
    3
    235,698
    4
    Recoveries of amounts treated as qualifying distributions................
    4
     
    5
    Add lines 3 and 4............................
    5
    235,698
    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
    235,698
    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
     
    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
     
    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
     
    6
    Adjusted qualifying distributions. Subtract line 5 from line 4..............
    6
     
    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 (2013)
    Form 990-PF (2013)
    Page 8
    Part XIII
    Undistributed Income (see instructions)
    (a)
    Corpus     		(b)
    Years prior to 2012     		(c)
    2012     		(d)
    2013
    1 Distributable amount for 2013 from Part XI, line 7 235,698
    2 Undistributed income, if any, as of the end of 2013:
    a Enter amount for 2012 only.......  
    b Total for prior years:20, 20, 20  
    3 Excess distributions carryover, if any, to 2013:
    a From 2008.......  
    b From 2009....... 160,864
    c From 2010....... 17,398
    d From 2011....... 72,107
    e From 2012....... 215,743
    fTotal of lines 3a through e......... 466,112
    4Qualifying distributions for 2013 from Part
    XII, line 4: bullet$ 341,463
    a Applied to 2012, 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 2013 distributable amount..... 235,698
    e Remaining amount distributed out of corpus 105,765
    5 Excess distributions carryover applied to 2013.    
    (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 5 571,877
    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 2012. Subtract line
    4a from line 2a. Taxable amount—see
    instructions .............     		 
    f Undistributed income for 2013. Subtract
    lines 4d and 5 from line 1. This amount must
    be distributed in 2014 ..........     		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 2008 not
    applied on line 5 or line 7 (see instructions) ...     		 
    9Excess distributions carryover to 2014.
    Subtract lines 7 and 8 from line 6a ......     		571,877
    10 Analysis of line 9:
    a Excess from 2009.... 160,864
    b Excess from 2010.... 17,398
    c Excess from 2011.... 72,107
    d Excess from 2012.... 215,743
    e Excess from 2013.... 105,765
    Form 990-PF (2013)
    Form 990-PF (2013)
    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 2013, 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) 2013 (b) 2012 (c) 2011 (d) 2010
             
    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 address 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 (2013)
    Form 990-PF (2013)
    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
    770 MOSHIACH COMMUNITY CENTER
    4538 INVERRARY BLVD
    LAUDERFILL,FL33319     		NONE COMPLETED GENERAL OPERATIONS 360
    AGUDAT CHAODEL MALKA
    2117 UNION ST
    SCHENECTADY,NY12309     		NONE COMPLETED GENERAL OPERATIONS 90
    AQUDATH ISRAEL
    42 BROADWAY
    NEW YORK,NY10004     		NONE COMPLETED GENERAL OPERATIONS 216
    AGUDATH ISRAEL IL
    3542 WEST PATTERSON AVE
    CHICAGO,IL606593211     		NONE COMPLETED GENERAL OPERATIONS 4,750
    AHAVAS CHESED
    720 LEFFERTS AVE
    BROOKLYN,NY11203     		NONE COMPLETED GENERAL OPERATIONS 180
    ALEPH INSTITUTE
    9540 COLLINS AVE
    SURFSIDE,FL33154     		NONE COMPLETED GENERAL OPERATIONS 31,000
    ALIYA GIRLS
    525-527 E NEW YORK AVE
    BROOKLYN,NY11225     		NONE COMPLETED GENERAL OPERATIONS 540
    AMERICAN FRIENDS OF OHEV YISOEL
    5314 18TH AVE
    BROOKLYN,NY11204     		NONE COMPLETED GENERAL OPERATIONS 270
    AMERICAN FRIENDS OF UN WATCH
    165 EAST 56TH ST
    NEW YORK,NY10022     		NONE COMPLETED GENERAL OPERATIONS 180
    AMERICAN FRIENDS OF YAD ELIEZAR
    1102 E 28TH ST
    BROOKLYN,NY11210     		NONE COMPLETED GENERAL OPERATIONS 4,500
    AMERICAN FRIENDS OF MICHKANE MEIR
    1274 49TH ST
    BROOKLYN,NY112193011     		NONE COMPLETED GENERAL OPERATIONS 612
    AMERICAN FRIENDS OF YESHIVAT ATERET
    1601 BRONXDALE AVE
    BRONX,NY104623364     		NONE COMPLETED GENERAL OPERATIONS 360
    AMERICAN YEDIDIM
    120 ALAN COURT
    LAKEWOOD,NJ08701     		NONE COMPLETED GENERAL OPERATIONS 250
    AVNER INSTITUTE
    1526 UNION ST
    BROOKLYN,NY11213     		NONE COMPLETED GENERAL OPERATIONS 2,340
    BAIS CHAYA MUSHKA CHABAD-SCHOOL
    9051 W PICO BLVD
    LOS ANGELES,CA90035     		NONE COMPLETED GENERAL OPERATIONS 5,400
    BAIS NOCHUM
    151 S DETROIT ST
    LOS ANGELES,CA90034     		NONE COMPLETED GENERAL OPERATIONS 180
    BARBARA TIPPIE CHARITIES
    3202 FAYCREST RD
    COLUMBUS,OH43232     		NONE COMPLETED GENERAL OPERATIONS 25
    BETH JACOB HACHASSIDI
    4403 15TH AVE-SUITE 432
    BROOKLYN,NY11219     		NONE COMPLETED GENERAL OPERATIONS 1,800
    BETH TORAH CONGREGATION-TORAH CENTE
    2942 EAST BROAD ST
    COLUMBUS,OH43209     		NONE COMPLETED GENERAL OPERATIONS 1,000
    BRIT YOSEF YITZCHAK OF AMERICA INC
    10080 BAY HARBOR
    SUITE 203
    TER BAY HARBOR ISLANDS,FL33154     		NONE COMPLETED GENERAL OPERATIONS 2,520
    CAMP GAN ISRAEL
    487 PARKSVILLE RD
    PARKSVILLE,NY12768     		NONE COMPLETED GENERAL OPERATIONS 1,800
    CENTRAL COMMITTEE KNESSETH ISRAEL
    5014 16TH AVENUE
    BROOKLYN,NY11204     		NONE COMPLETED GENERAL OPERATIONS 360
    CHABAD OF WASHINGTN HEIGHTS
    50 OVERLOOK TERRACE
    NEW YORK,NY10033     		NONE COMPLETED GENERAL OPERATIONS 3,240
    CHABAD CHAI CENTER
    5120 DECOURTRAI 170
    MONTREAL,QUEBECH3W 147
    CA     		NONE COMPLETED GENERAL OPERATIONS 537
    CHABAD LUBAVITCH OF SAMFORD
    18 CEIL ROAD
    TRUMBULL,CT066113419     		NONE COMPLETED GENERAL OPERATIONS 450
    CHABAD LUBAVITCHKEREN TEULOS
    770 EASTERN PARKWAY
    BROOKLYN,NY11213     		NONE COMPLETED GENERAL OPERATIONS 900
    CHABAD OD BEVERLY HILLS
    1016 CORY AVE
    BEVERLY HILLS,CA90069     		NONE COMPLETED GENERAL OPERATIONS 1,800
    CHABAD OF BOCAS
    DEL TORO
    DEL TORO,PANAMA  
    PM     		NONE COMPLETED GENERAL OPERATIONS 414
    CHABAD OF COZUMEL MEXICO
    701 EMPIRE BLVD
    BROOKLYN,NY11213     		NONE COMPLETED GENERAL OPERATIONS 540
    CHABAD OF CRIMEA
    1601 UNION ST
    BROOKLYN,NY11213     		NONE COMPLETED GENERAL OPERATIONS 432
    CHABAD OF HAWAII
    410 ATKINSON DR
    HONOLULU,HI96814     		NONE COMPLETED GENERAL OPERATIONS 250
    CHABAD OF LONG ISLAND CITY
    47-31 VERNON BLVD
    LONG ISLAND CITY,NY11101     		NONE COMPLETED GENERAL OPERATIONS 2,070
    CHABAD OF PROSPECT HTGS & FT GREENE
    340 STERLING PL
    BROOKLYN,NY11238     		NONE COMPLETED GENERAL OPERATIONS 1,440
    CHABAD OD SACRAMENTONAPA VALLEY
    18 LODESTAR LN
    NAPA,CA94558     		NONE COMPLETED GENERAL OPERATIONS 2,500
    CHABAD OF SUGARLAND
    2510 CREEK BLUFF LN
    MISSOURI CITY,TX77459     		NONE COMPLETED GENERAL OPERATIONS 1,173
    CHABAD OF THE HILLS
    1016 CORY AVE
    BEVERLY HILLS,CA90069     		NONE COMPLETED GENERAL OPERATIONS 3,060
    CHAYENU
    1526 UNION ST
    BROOKLYN,NY11213     		NONE COMPLETED GENERAL OPERATIONS 520
    CHEVRAS AHAVAS ISRAEL
    313 W 83RD ST
    NEW YORK,NY10024     		NONE COMPLETED GENERAL OPERATIONS 1,800
    CHILD LIFE SOCIETY
    1347 43RD ST
    BROOKLYN,NY11219     		NONE COMPLETED GENERAL OPERATIONS 180
    CHOFETZ CHAIM HERTIAGE
    361 SPOOK ROCK RD
    SUFFERN,NY10901     		NONE COMPLETED GENERAL OPERATIONS 900
    CHOFETZ CHAIM YESHIVA
    82 HIGHVIEW RD
    SUFFERN,NY10901     		NONE COMPLETED GENERAL OPERATIONS 360
    COLUMBUS JEWISH FOUNDATION
    1175 COLLEGE AVE
    COLUMBUS,OH43209     		NONE COMPLETED GENERAL OPERATIONS 360
    COLEL CHABAD
    806 EASTERN PARKWAY
    BROOKLYN,NY11213     		NONE COMPLETED GENERAL OPERATIONS 33,818
    COLUMBUS COMMUNITY KOLLEL
    2513 E MAIN ST
    COLUMBUS,OH43209     		NONE COMPLETED GENERAL OPERATIONS 40,790
    COLUMBUS TORAH ACADEMY
    181 NOE BIXBY RD
    COLUMBUS,OH43213     		NONE COMPLETED GENERAL OPERATIONS 3,000
    CONGREGATION BENEI YAKOV
    1742 E 7TH ST
    BROOKLYN,NY11223     		NONE COMPLETED GENERAL OPERATIONS 3,600
    CONGREGATION OSEH
    TZEDOKO VOCHESED
    4310 16TH AVE
    BROOKLYN,NY11204     		NONE COMPLETED GENERAL OPERATIONS 970
    CONGREGATION SAR SHALOM
    24 WHISPERING LN
    NATIC,MA01760     		NONE COMPLETED GENERAL OPERATIONS 180
    CONGREGATION ZICHRON
    AVOT-ESRAS ACHIM
    2119 79TH ST
    BROOKLYN,NY11214     		NONE COMPLETED GENERAL OPERATIONS 7,200
    CONGREGATION LEVI YITZCHOK
    365 N LA BREA AVE
    LOS ANGELES,CA90048     		NONE COMPLETED GENERAL OPERATIONS 126
    CONGREGATION YESHUAS YISROEL
    1508 WARRENSVILLE CTR RD
    CLEVELAND HEIGHTS,OH441212632     		NONE COMPLETED GENERAL OPERATIONS 10,000
    CONGREGATION KHAL YEREIM
    1771 S TAYLOR RD
    CLEVELAND HEIGHTS,OH44118     		NONE COMPLETED GENERAL OPERATIONS 5,532
    CONGREGATION AHAVAS SHOLOM
    2568 EBROAD ST
    COLUMBUS,OH43209     		NONE COMPLETED GENERAL OPERATIONS 22,576
    CONGREGATION AHAVAS CHESED
    720 LEFFERTS AVE
    BROOKLYN,NY11203     		NONE COMPLETED GENERAL OPERATIONS 1,000
    CONGREGATION ANASH
    768 MONTGOMERY ST
    BROOKLYN,NY112041404     		NONE COMPLETED GENERAL OPERATIONS 90
    CROWN HEIGHTS CSSY
    593 MONTGOMERY ST
    BROOKLYN,NY11225     		NONE COMPLETED GENERAL OPERATIONS 720
    DIASPORA YESHIVA TORAS ISRAEL
    662 LEFFERTS AVE
    BROOKLYN,NY11203     		NONE COMPLETED GENERAL OPERATIONS 180
    DOWNTOWN JEWISH CENTER CHABAD
    900 E BROWARD BLVD
    FORT LAUDERDALE,FL33301     		NONE COMPLETED GENERAL OPERATIONS 1,280
    EDUCATIONAL INSTITUTE OHOLEI TORAH
    867 EASTERN PARKWAY
    BROOKLYN,NY11213     		NONE COMPLETED GENERAL OPERATIONS 5,380
    EZER L'ZULAS
    2413 HACHOZE MILLUBIN ST
    BELITAR EILITE,ISRAEL90500
    IS     		NONE COMPLETED GENERAL OPERATIONS 108
    EZRAT ISRAEL INC
    806 EASTERN PARKWAY
    BROOKLYN,NY11213     		NONE COMPLETED GENERAL OPERATIONS 700
    FEDERATION CJA
    1 CARRE CUMMING SQ
    MONTREAL,QUEBECHSW IM6
    CA     		NONE COMPLETED GENERAL OPERATIONS 2,500
    FRIENDS OF BIKUR CHOLIM
    EZRAT ACHIM INC
    5014 16TH AVE 283
    BROOKLYN,NY11204     		NONE COMPLETED GENERAL OPERATIONS 2,800
    FRIENDS OF YAD EZRA V'SHULAMIT
    3740 WILSHIRE BLVD
    SUITE 1020
    LOS ANGELES,CA90010     		NONE COMPLETED GENERAL OPERATIONS 3,690
    FRIENDS OF LUBAVITCH
    OF FLORIDA INC
    1140 ALTON RD
    MIAMI BEACH,FL33139     		NONE COMPLETED GENERAL OPERATIONS 1,300
    FRIENDS OF MOSDOT LIMUDEL LOTTIE
    11601 FULHAM ST
    SUITE 96553
    SILVER SPRING,MD20902     		NONE COMPLETED GENERAL OPERATIONS 1,000
    FRIENDS OF YAD SARAH
    450 PARK AVE-7TH FLOOR
    NEW YORK,NY10022     		NONE COMPLETED GENERAL OPERATIONS 756
    GIRLS TOWN OR CHABAD
    1417 CONEY ISLAND AVE
    BROOKLYN,NY11230     		NONE COMPLETED GENERAL OPERATIONS 306
    GEMACH BAIS BURECH
    199 LEE AVE PMB 221
    BROOKLYN,NY112118036     		NONE COMPLETED GENERAL OPERATIONS 430
    GREAT CHARITY CHAYE OLAM
    1442 45TH ST
    BROOKLYN,NY11219     		NONE COMPLETED GENERAL OPERATIONS 360
    GUARD YOUR EYES CORP
    3918 FALLSTAFF RD
    BALTIMORE,MD21215     		NONE COMPLETED GENERAL OPERATIONS 1,800
    HEICHAL HATALMUD
    247 E BROADWAY
    NEW YORK,NY10002     		NONE COMPLETED GENERAL OPERATIONS 250
    INSTITUTE FOR DAYANIM
    25625 SOUTHFIELD RD 1078
    SOUTHFIELD,MI48075     		NONE COMPLETED GENERAL OPERATIONS 5,220
    JERUSALEM INSTITUTE-MACHON YERUSALA
    HERZI BLVD-PO BOX 100
    JERUSALEM,ISRAEL  
    IS     		NONE COMPLETED GENERAL OPERATIONS 2,000
    JEM-JEWISH EDUCATIONAL MEDIA
    784 EASTERN PARKWAY
    SUITE 403
    BROOKLYN,NY11213     		NONE COMPLETED GENERAL OPERATIONS 1,620
    JEWISH CHILDREN'S MUSEUM
    792 EASTERN AVE
    BROOKLYN,NY11213     		NONE COMPLETED GENERAL OPERATIONS 13
    JEWISH ULYANOVSK
    1371 44TH ST
    BROOKLYN,NY11219     		NONE COMPLETED GENERAL OPERATIONS 360
    KEREN ELUZAR
    177 LEE AVE
    BROOKLYN,NY11211     		NONE COMPLETED GENERAL OPERATIONS 306
    KEREN SIMCHAS
    712 MONTGOMERY ST
    BROOKLYN,NY11213     		NONE COMPLETED GENERAL OPERATIONS 1,330
    KEREN SIMCHAS CHOSSON V'KALLAH
    712 MONTGOMERY ST
    BROOKLYN,NY11213     		NONE COMPLETED GENERAL OPERATIONS 1,675
    KEREN YEHOSHUA V'YISROEL INC
    125 CAREY ST
    LAKEWOOD,NJ08701     		NONE COMPLETED GENERAL OPERATIONS 1,800
    KEREN YELED V'YALDA
    1312 38TH ST
    BROOKLYN,NY11218     		NONE COMPLETED GENERAL OPERATIONS 1,440
    K'HAL YEREIM
    1771 S TAYLOR RD
    CLEVELAND HEIGHTS,OH44118     		NONE COMPLETED GENERAL OPERATIONS 1,720
    KNESSET YEHUDA
    1218 E 13TH ST
    BROOKLYN,NY11230     		NONE COMPLETED GENERAL OPERATIONS 540
    KOLLEL YCM-KOLLEL YAD CHAIM MORD
    2203 S GREEN RD
    UNVERSITY HEIGHTS,OH44118     		NONE COMPLETED GENERAL OPERATIONS 576
    MACHON DAAS USEFUMA
    1575 50TH ST
    BROOKLYN,NY11219     		NONE COMPLETED GENERAL OPERATIONS 1,800
    MAYANOT INSTITUTE OF JEWISH STUDIES
    225 PARK AVE-SUITE 96553
    NEW YORK,NY10003     		NONE COMPLETED GENERAL OPERATIONS 3,042
    MEIR YESAARIM ASSOCIATION
    13 LEONARDO DAVINCI ST
    TEL-AVIV,ISRAEL  
    IS     		NONE COMPLETED GENERAL OPERATIONS 36
    MERKAZ HABRITH
    PO BOX 876
    MONCEY,NY10952     		NONE COMPLETED GENERAL OPERATIONS 396
    MERKAZ HATORAH YACHEL YISROEL
    1301 47TH ST
    BROOKLYN,NY11219     		NONE COMPLETED GENERAL OPERATIONS 180
    MIKVAH SOCIETY
    1223 COLLEGE AVE
    COLUMBUS,OH43209     		NONE COMPLETED GENERAL OPERATIONS 540
    MIRRER YESHIVA
    1791 OCEAN PARKWAY
    BROOKLYN,NY11223     		NONE COMPLETED GENERAL OPERATIONS 144
    MISHKAN HACHESSED FUND
    925 FOREST AVE - 12
    LAKEWOOD,NJ08701     		NONE COMPLETED GENERAL OPERATIONS 360
    MOSDOS OHR HATORAH
    1508 WARRENSVILLE CNT RD
    CLEVELAND HEIGHTS,OH44121     		NONE COMPLETED GENERAL OPERATIONS 1,000
    NCSY
    16947 W 10 MILE RD
    SOUTHFIELD,MI48075     		NONE COMPLETED GENERAL OPERATIONS 1,000
    NEVE YERUSHALAIM COLLEGE
    1 BELT YITZCHK ST
    JERUSALAM,ISRAEL  
    IS     		NONE COMPLETED GENERAL OPERATIONS 360
    OHEL MIRIAM
    1574 45TH ST
    BROOKLYN,NY11219     		NONE COMPLETED GENERAL OPERATIONS 180
    OHEV YISRAEL
    5314 16TH AVE 258
    BROOKLYN,NY11204     		NONE COMPLETED GENERAL OPERATIONS 180
    OHOLET TORAH
    667 EASTERN PARKWAY
    BROOKLYN,NY11213     		NONE COMPLETED GENERAL OPERATIONS 300
    OHR MENACHEM
    1729 PRESIDENT ST
    BROOKLYN,NY11213     		NONE COMPLETED GENERAL OPERATIONS 54
    OHR VDAAS
    244 ROUTE 306
    MONCEY,NY10952     		NONE COMPLETED GENERAL OPERATIONS 500
    OHR ZARUAH
    1274 49TH ST - SUITE 20
    BROOKLYN,NY11219     		NONE COMPLETED GENERAL OPERATIONS 250
    OR CHADASH GIRL'S TOWN
    1417 CONEY ISLAND AVE
    BROOKLYN,NY11230     		NONE COMPLETED GENERAL OPERATIONS 750
    P'EYLIM LEV L'ACHIM
    1034 E 12TH ST
    BROOKLYN,NY11230     		NONE COMPLETED GENERAL OPERATIONS 4,034
    PRIVATE REDEMPTION FOUNDATION
    8950 W OLYMPIC BLVD
    BEVERLY HILLS,CA90211     		NONE COMPLETED GENERAL OPERATIONS 54
    RAV CHASED
    3054 BEDFORD AVE
    BROOKLYN,NY11210     		NONE COMPLETED GENERAL OPERATIONS 540
    SCHOTTENSTEIN CHABAD HOUSE
    OSU JEWISH STUDENT CENTER
    207 E 15TH AVE
    COLUMBUS,OH43201     		NONE COMPLETED GENERAL OPERATIONS 8,420
    SULAM ISRAEL
    241 VIOLA RD
    MONCEY,NY10952     		NONE COMPLETED GENERAL OPERATIONS 36
    TAHARATH HAMISHPACHA SOCIETY
    1223 COLLEGE AVE
    COLUMBUS,OH43209     		NONE COMPLETED GENERAL OPERATIONS 450
    TALMUDICAL SEMINARY
    1440 54TH ST
    BROOKLYN,NY11219     		NONE COMPLETED GENERAL OPERATIONS 1,080
    THE HOLY YESHIVAH & TALMUD TORAH
    1615 CAROLL ST
    BROOKLYN,NY11213     		NONE COMPLETED GENERAL OPERATIONS 30,200
    THE LORI SCHOTTENSTEIN
    CHABAD CENTER
    6220 E DUBLINGRANVILLE RD
    NEW ALBANY,OH43054     		NONE COMPLETED GENERAL OPERATIONS 700
    THE SHUL
    9540 COLLINS AVE
    SURFSIDE,FL33154     		NONE COMPLETED GENERAL OPERATIONS 1,440
    TIFERES ACHIM
    1237 45TH ST
    BROOKLYN,NY11219     		NONE COMPLETED GENERAL OPERATIONS 180
    TORAH CENTER
    2942 EAST BROAD ST
    COLUMBUS,OH43209     		NONE COMPLETED GENERAL OPERATIONS 1,360
    TORAH EDUCATIONAL NETWORK
    1274 49TH ST 17
    BROOKLYN,NY11219     		NONE COMPLETED GENERAL OPERATIONS 144
    TORAH SCHOOLS FOR ISRAEL
    40 EXCHANGE PL
    NEW YORK,NY10005     		NONE COMPLETED GENERAL OPERATIONS 2,754
    TORAS CHACHOM CHARITABLE FOUND
    1419 47TH ST
    BROOKLYN,NY11219     		NONE COMPLETED GENERAL OPERATIONS 360
    TORAS CHESED INC
    421 6TH ST
    LAKEWOOD,NJ08701     		NONE COMPLETED GENERAL OPERATIONS 1,980
    TZEDAKAH V'CHESED
    236 W 23RD ST
    NEW YORK,NY10011     		NONE COMPLETED GENERAL OPERATIONS 72
    UNITED LUBAVITCHER YESHIVOTH
    841-853 OCEAN PARKWAY
    BROOKLYN,NY11230     		NONE COMPLETED GENERAL OPERATIONS 2,540
    US FRIENDS OF YAD EZRA
    12A N AIRMONT RD
    SUFFERN,NY10901     		NONE COMPLETED GENERAL OPERATIONS 930
    VAAS SICHOS
    788 EASTERN PARKWAY
    BROOKLYN,NY11213     		NONE COMPLETED GENERAL OPERATIONS 360
    YAD BECHESED WOLBOROSH INC
    1631 50TH ST
    BROOKLYN,NY11204     		NONE COMPLETED GENERAL OPERATIONS 360
    YAD ELIEZER (AMERICAN FRIENDS)
    1102 E 26TH ST
    BROOKLYN,NY11210     		NONE COMPLETED GENERAL OPERATIONS 1,008
    YAD L'ACHIM
    4018 18TH AVE
    BROOKLYN,NY11218     		NONE COMPLETED GENERAL OPERATIONS 1,067
    YAD V'CHESED
    PO BOX 35916
    BRIGHTON,MA02135     		NONE COMPLETED GENERAL OPERATIONS 216
    YAGDIL TORAH
    4403 15TH AVE 388
    ROOM 188
    BROOKLYN,NY11219     		NONE COMPLETED GENERAL OPERATIONS 360
    YALDEI SHLUCHEI HAREBBE
    4403 15TH AVE 388
    BROOKLYN,NY11219     		NONE COMPLETED GENERAL OPERATIONS 500
    YESHIVA KEHILLATH YAKOV
    206 WILSON ST
    BROOKLYN,NY11211     		NONE COMPLETED GENERAL OPERATIONS 75
    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 11,700
    YESHIVAS BEIS DOVID SHLOMO
    PO BOX 26005
    WEST HAVEN,CT06516     		NONE COMPLETED GENERAL OPERATIONS 1,580
    Total .................................bullet 3a 338,453
    bApproved for future payment
    Total .................................bullet 3b  
    Form 990-PF (2013)
    Form 990-PF (2013)
    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....          
    3
    Interest on savings and temporary cash investments ............     		        120,592
    4 Dividends and interest from securities....         62,545
    5 Net rental income or (loss) from real estate:
    aDebt-financed property......          
    bNot debt-financed property.....          
    6
    Net rental income or (loss) from personal property .............     		         
    7 Other investment income.....          
    8
    Gain or (loss) from sales of assets other than inventory .............     		    25 11,515 92,313
    9 Net income or (loss) from special events:          
    10 Gross profit or (loss) from sales of inventory..          
    11 Other revenue: aJPM ALERIAN MLP INDEX ETN (         6,238
    bLEGG MASON BW GLB OPP BD IN         1,301
    cMORGAN STANLEY-117337-ADJUS         3,391
    dMATTEL, INC         68
    eEATON CORP PLC SHS         22
    fTHE ADT CORPORATION         11
    gNET INCOME INSTANT BINGO CA         107
    hAMERICAN EXPRESS REBATES         1,441
    12 Subtotal. Add columns (b), (d), and (e)..   11,515 288,029
    13Total. Add line 12, columns (b), (d), and (e)..................
    13299,544
    (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 (2013)
    Form 990-PF (2013)
    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 501(c) of the Code (other than section 501(c)(3) organizations) or in section 527, relating to political
    Yes
    No
    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 (2013)
    Additional Data


    Software ID:  
    Software Version:  


    Form 990PF - Special Condition Description:
    Special Condition Description

    TY 2013 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 4,395 2,198 2,198 2,197

    TY 2013 CompensationExplanation
    Name:
    SAUL SCHOTTENSTEIN FOUNDATION C
    C/O ARSHOT INVESTMENT CORPORATION
    EIN: 27-0167574
    Person Name Explanation
    THOMAS H SCHOTTENSTEIN  

    TY 2013 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 2013 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
    PIMCO ALL ASSET ALL AUTH P 2012-06 DONATION 2013-06   126,896 129,266     -2,370  
    PIMCO ALL ASSET ALL AUTH P 2012-04 DONATION 2013-06   40,928 40,000     928  
    RPM INC 2012-04 PURCHASE 2013-07   1,045 1,045        
    ANNALY CAPITAL MNGMT INC 2013-06 PURCHASE 2013-10   888 978     -90  
    ASTRAZENECA PLC ADS 2012-06 PURCHASE 2013-06   2,201 1,951     250  
    HOLLYFRONTIER CORP 2013-04 PURCHASE 2013-11   2,871 3,042     -171  
    INTERNATIONAL PAPER CO 2012-05 PURCHASE 2013-03   3,474 2,298     1,176  
    JPMORGAN CHASE & CO 2012-05 PURCHASE 2013-01   601 440     161  
    KIMBERLY CLARK CORP 2012-05 PURCHASE 2013-05   2,604 1,975     629  
    PHILLIPS 66 2012-05 PURCHASE 2013-04   3,024 1,541     1,483  
    WHIRLPOO CORP 2012-05 PURCHASE 2013-03   2,652 1,336     1,316  
    AMERIPRISE FINCL INC 2012-05 PURCHASE 2013-06   727 428     299  
    ANNALY CAPITAL MNGMT INC 2012-05 PURCHASE 2013-10   1,384 1,954     -570  
    FREEPORT MCMORAN CP&GLD 2012-05 PURCHASE 2013-07   2,336 2,722     -386  
    MATTEL INC 2012-05 PURCHASE 2013-10   2,709 1,877     832  
    MEDTRONIC INC 2012-05 PURCHASE 2013-12   1,608 1,030     578  
    ASML HOLDING NV NY REG 2012-07 PURCHASE 2013-05   753 598     155  
    AUTOMATIC DATA PROCESSING INC 2013-03 PURCHASE 2013-11   2,091 1,699     392  
    BIOGEN IDEC INC 2012-07 PURCHASE 2013-07   667 443     224  
    BORG WARNER INC 2012-07 PURCHASE 2013-02   971 806     165  
    BRISTOL MYERS SQUIBB CO 2012-08 PURCHASE 2013-01   501 495     6  
    CAMERON INTNL CORP 2012-12 PURCHASE 2013-04   1,039 1,001     38  
    CERNER CORP 2012-07 PURCHASE 2013-01   1,029 1,002     27  
    CHIPOTLE MEXICAN GRILL INC 2013-01 PURCHASE 2013-06   2,094 1,702     392  
    CROWN CASTLE INTL 2012-07 PURCHASE 2013-04   1,152 909     243  
    EATON CORP PLC SHS 2013-02 PURCHASE 2013-07   1,122 1,001     121  
    EBAY INC 2013-06 PURCHASE 2013-12   1,211 1,184     27  
    EDWARD LIFESCIENCES CORP 2012-12 PURCHASE 2013-07   551 743     -192  
    EMC CORP 2012-07 PURCHASE 2013-07   1,785 1,920     -135  
    EOG RESOURCES INC 2012-11 PURCHASE 2013-02   867 818     49  
    EQUINIX INC 2013-04 PURCHASE 2013-08   1,204 1,480     -276  
    EXPRESS SCRIPTS HLDG CO 2012-07 PURCHASE 2013-05   2,186 2,086     100  
    GENERAL ELECTREIC CO 2012-11 PURCHASE 2013-08   1,700 1,522     178  
    GILEAD SCIENCE 2012-11 PURCHASE 2013-06   1,335 957     378  
    GOLDMAN SACHS CRP INC 2013-01 PURCHASE 2013-05   1,611 1,581     30  
    ILLUMINA INC 2012-07 PURCHASE 2013-05   701 537     164  
    JOY GLOBAL INC 2012-07 PURCHASE 2013-05   1,717 1,400     317  
    LINKEDIN CORP 2012-07 PURCHASE 2013-03   1,913 1,111     802  
    LULULEMON ATHLETIC INC 2013-06 PURCHASE 2013-10   1,551 1,434     117  
    MICHAEL KORS HOLDINGS LTD 2013-06 PURCHASE 2013-11   308 243     65  
    MICROSOFT CORP 2012-07 PURCHASE 2013-03   1,391 1,459     -68  
    MONDELEZ INTL INC. 2012-07 PURCHASE 2013-04   1,643 1,332     311  
    MONSANTO CO 2012-07 PURCHASE 2013-07   791 685     106  
    NEXTERA ENERGY INC 2012-10 PURCHASE 2013-01   1,287 1,268     19  
    NUCOR CORPORATION 2013-03 PURCHASE 2013-07   1,044 1,130     -86  
    O'REILLY AUTOMOTIVE INC 2012-07 PURCHASE 2013-02   514 433     81  
    PFIZER INC 2012-07 PURCHASE 2013-01   578 519     59  
    PRECISION CASTPARTS CORP 2012-07 PURCHASE 2013-01   185 157     28  
    QUALCOMM INC 2012-07 PURCHASE 2013-06   2,439 2,271     168  
    RANGE RESOURCES CORP 2012-07 PURCHASE 2013-03   472 363     109  
    SCHLUMBERGER LTD 2012-07 PURCHASE 2013-01   1,672 1,493     179  
    STARBUCKS CORP 2012-07 PURCHASE 2013-07   271 208     63  
    TERADATA CORP 2012-07 PURCHASE 2013-04   879 1,075     -196  
    THE ADT CORPORATION 2012-11 PURCHASE 2013-07   1,727 1,854     -127  
    UNITEDHEALTH GP INC 2012-07 PURCHASE 2013-01   782 725     57  
    V F CORPORATION 2012-07 PURCHASE 2013-01   739 745     -6  
    VERIZON COMMUNICATIONS 2012-07 PURCHASE 2013-03   641 580     61  
    VERTEX PHARMACEUTICALS 2012-07 PURCHASE 2013-09   715 529     186  
    ASML HOLDING NV NY REG 2012-07 PURCHASE 2013-03   2       2  
    AMAZON COM INC 2012-07 PURCHASE 2013-10   1,338 873     465  
    AMER INTL GP INC. 2012-10 PURCHASE 2013-12   1,484 1,066     418  
    APPLE INC 2012-07 PURCHASE 2013-08   503 575     -72  
    ASML HOLDING NV NY REG 2012-07 PURCHASE 2013-10   942 598     344  
    BOEING CO 2012-07 PURCHASE 2013-11   265 149     116  
    COCA COLA CO 2012-07 PURCHASE 2013-11   1,088 1,085     3  
    FACEBOOK INC 2012-07 PURCHASE 2013-12   1,234 586     648  
    FAMILY DOLLAR STORES 2012-07 PURCHASE 2013-10   354 329     25  
    FEDEX CORP 2012-07 PURCHASE 2013-11   274 177     97  
    ILLUMINA INC 2012-07 PURCHASE 2013-11   1,623 744     879  
    KRAFT FOODS GROUP INC 2012-10 PURCHASE 2013-11   326 282     44  
    PRECISION CASTPARTS CORP 2012-07 PURCHASE 2013-09   690 472     218  
    PROCTER & GAMBLE 2012-07 PURCHASE 2013-12   812 648     164  
    SANDISK CORP 2012-07 PURCHASE 2013-09   1,246 872     374  
    STARBUCKS CORP 2012-07 PURCHASE 2013-11   1,206 780     426  
    VERTEX PHARMACEUTICALS 2012-07 PURCHASE 2013-09   2,319 1,595     724  
    KRAFT FOODS GROUP INC 2012-07 PURCHASE 2013-11   923 706     217  
    ACTIVE BEAR ETF 2013-04 PURCHASE 2013-09   3,750 4,479     -729  
    AMGEN INC 2013-05 PURCHASE 2013-08   739 743     -4  
    AT&T INC 2013-04 PURCHASE 2013-06   642 694     -52  
    CALPINE CORP 2013-10 PURCHASE 2013-11   695 699     -4  
    CF INDUSTRIES HOLDINGS INC 2012-12 PURCHASE 2013-11   1,860 1,862     -2  
    COBALT INTL ENERGY 2013-04 PURCHASE 2013-12   2,838 2,981     -143  
    E V FLOATING RATE 2012-12 PURCHASE 2013-12   4,357 4,329     28  
    ELDORADO GOLD CP LTD 2013-04 PURCHASE 2013-11   1,419 1,692     -273  
    FACEBOOK INC 2012-11 PURCHASE 2013-04   627 436     191  
    FUSION-IO INC 2013-05 PURCHASE 2013-10   2,079 2,294     -215  
    KAYNE ANDERSON MLP INVT CO 2012-03 PURCHASE 2013-11   4,016 3,592     424  
    KINROSS GOLD CORP 2013-04 PURCHASE 2013-12   538 856     -318  
    MARATHON PETROLEUM CORP 2012-12 PURCHASE 2013-11   2,440 2,163     277  
    MONSANTO CO 2013-04 PURCHASE 2013-08   679 744     -65  
    PIMCO UNCONSTRAINED BOND 2012-12 PURCHASE 2013-10   2,060 2,106     -46  
    PRUDENTIAL JENNISON HLTH SCI 2 2012-12 PURCHASE 2013-10   3,226 2,752     474  
    WHITING PETROLEUM CORP 2013-02 PURCHASE 2013-04   3,570 3,615     -45  
    WISDOMTREE TRUST JAPN HEDGE EQ 2013-04 PURCHASE 2013-05   3,138 3,119     19  
    ASA GOLD AND PRECIOUS METALS 2012-04 PURCHASE 2013-04   305 414     -109  
    CHEVRON CORP 2011-09 PURCHASE 2013-06   618 455     163  
    FEDERALED PRUDENT BEAR INSTL 2012-05 PURCHASE 2013-10   2,516 3,484     -968  
    JONHSON & JOHNSON 2011-09 PURCHASE 2013-06   506 387     119  
    JOY GLOBAL INC 2011-09 PURCHASE 2013-03   246 277     -31  
    KINROSS GOLD CORP 2012-03 PURCHASE 2013-12   2,069 4,167     -2,098  
    MARKET VECTORS GOLD MINERS 2012-01 PURCHASE 2013-05   1,176 1,918     -742  
    NEWMONT MINING CORP 2011-09 PURCHASE 2013-12   3,246 7,676     -4,430  
    OCCIDENTIAL PETROLEUM CORP 2011-09 PURCHASE 2013-03   495 439     56  
    PFIZER INC 2011-09 PURCHASE 2013-05   928 578     350  
    PIMCO STOCKSOLUS AR SH STAT 2012-10 PURCHASE 2013-12   3,316 4,283     -967  
    PIONEER NATURAL RESOURCES CO 2011-09 PURCHASE 2013-10   753 269     484  
    SCHLUMBERGER LTD 2011-09 PURCHASE 2013-07   659 485     174  
    SUNCOR ENERGY INC 2011-09 PURCHASE 2013-03   455 414     41  
    TOCOUEVILLE GOLD 2012-04 PURCHASE 2013-05   1,536 2,531     -995  
    ACTIVE BEAR ETF 2011-09 PURCHASE 2013-05   5,117 8,422     -3,305  
    ASA GOLD AND PRECIOUS METALS 2011-09 PURCHASE 2013-04   1,310 1,940     -630  
    CURRENCY SH AUS DOL TR 2011-09 PURCHASE 2013-04   1,032 975     57  
    LEUTHOLD GRIZZLY SHORT RET 2011-11 PURCHASE 2013-04   3,940 5,862     -1,922  
    MARKET VECTORS GOLD MINERS 2011-09 PURCHASE 2013-05   1,827 3,871     -2,044  
    TOCOUEVILLE GOLD 2011-09 PURCHASE 2013-04   4,440 7,340     -2,900  
    PHILLIPS 66 2009-06 PURCHASE 2013-01   166,527 68,059     98,468  
    PHILLIPS 66 2011-06 PURCHASE 2013-01   1,512 975     537  

    TY 2013 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
    M/S - INVESTMENT ACCOUNT - 360 105,080 139,191
    M/S - INVESTMENT ACCOUNT - 361 105,826 128,633
    M/S - INVESTMENT ACCOUNT - 337 1,582,457 1,678,999
    M/S - INVESTMENT ACCOUNT - 565 232,295 463,393
    M/S - INVESTMENT ACCOUNT - 680 51,917 49,552
    M/S COST BASIS ADJUSTMENTS 3,023 3,023

    TY 2013 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
    SFD INVESTMENTS, LLC AT COST    
    MOD. SINGLE PREM. UNIV. LIFE POL. AT COST 324,704 324,704

    TY 2013 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 6,930 6,930 6,930  


    TY 2013 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 2    


    TY 2013 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 58 29 29 29


    TY 2013 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
    JPM ALERIAN MLP INDEX ETN (AM 6,238 6,238 6,238
    LEGG MASON BW GLB OPP BD INST 1,301 1,301 1,301
    MORGAN STANLEY-117337-ADJUSTM 3,391 3,391 3,391
    MATTEL, INC 68 68 68
    EATON CORP PLC SHS 22 22 22
    THE ADT CORPORATION 11 11 11
    NET INCOME INSTANT BINGO CARD 107 107 107
    AMERICAN EXPRESS REBATES 1,441   1,441


    TY 2013 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    


    TY 2013 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
          		 
    DR MIRVIS LOAN
          		 
    CONG AHAVAS SHOLOM LOAN
          		8,820
    ALCEON FUND
          		809,644
    MOSDOS OHR HATORAH
          		25,000
    FINAL 2013 SFD DISTRIBUTION
          		6,689


    TY 2013 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        
    MORGAN STANLEY - AGENCY FEES 8,575 8,575 8,575  
    OTHER ADMINISTRATIVE FEES 1,168 584 584 584


    TY 2013 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 473 473 473  
    FEDERAL EXCISE TAX 400 400 400  
    OHIO GAMING LICENSE 500 500 500