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.
bulletGo to www.irs.gov/Form990PF for instructions and the latest information.
OMB No. 1545-0052
2020
Open to Public Inspection
For calendar year 2020, or tax year beginning 01-01-2020 , and ending 12-31-2020
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. Foreign organizations, check here............. bullet
2. Foreign organizations meeting the 85%
test, check here and attach computation ... bullet
E bullet
H Check type of organization:
F bullet
I Fair market value of all assets at end
of year (from Part II, col. (c),
line 16)bullet$4,757,436J Accounting method:
 
(Part I, column (d) must be on cash basis.)
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)  
2 Check bullet.............
3 Interest on savings and temporary cash investments 14,592 14,592 14,592
4 Dividends and interest from securities... 21,533 21,533 21,533
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 -12,685
b Gross sales price for all assets on line 6a 24,876
7 Capital gain net income (from Part IV, line 2)... 17,625
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 9,055 9,055 9,055
12 Total. Add lines 1 through 11........ 32,495 62,805 45,180
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 341 341    
b Accounting fees (attach schedule)....... Click to see attachment 3,311 1,000 2,311 2,311
c Other professional fees (attach schedule).... Click to see attachment 5,503 3,759 1,744 1,744
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... Click to see attachment 2,125 1,425 700 700
19 Depreciation (attach schedule) and depletion...      
20 Occupancy..............        
21 Travel, conferences, and meetings.......        
22 Printing and publications..........        
23 Other expenses (attach schedule).......        
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 11,280 6,525 4,755 4,755
25 Contributions, gifts, grants paid....... 261,738 261,738
26 Total expenses and disbursements. Add lines 24 and 25 273,018 6,525 4,755 266,493
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements -240,523
b Net investment income (if negative, enter -0-) 56,280
c Adjusted net income (if negative, enter -0-)... 40,425
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2020)
Form 990-PF (2020)
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......... 1,790,719 2,095,439 2,095,439
3 Accounts receivable bullet54,467
Less: allowance for doubtful accounts bullet   42,040 54,467 54,467
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) bullet  
Less: allowance for doubtful accounts bullet        
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)....... 1,034,688 Click to see attachment970,538 1,170,082
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).......... 1,933,713 Click to see attachment1,437,448 1,437,448
14 Land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
15 Other assets (describe bullet)      
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 4,801,160 4,557,892 4,757,436
Liabilities 17 Accounts payable and accrued expenses.......... 23,736 21,126
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 attachment135  
23 Total liabilities (add lines 17 through 22)......... 23,871 21,126
Net Assets or Fund Balances Foundations that follow FASB ASC 958, check here bullet
and complete lines 24, 25, 29 and 30.
24 Net assets without donor restrictions........... 4,777,289 4,536,766
25 Net assets with donor restrictions............    
Foundations that do not follow FASB ASC 958, check here bullet
and complete lines 26 through 30.
26 Capital stock, trust principal, or current funds........    
27 Paid-in or capital surplus, or land, bldg., and equipment fund    
28 Retained earnings, accumulated income, endowment, or other funds    
29 Total net assets or fund balances (see instructions)..... 4,777,289 4,536,766
30 Total liabilities and net assets/fund balances (see instructions). 4,801,160 4,557,892
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 29 (must agree with end-of-year figure reported on prior year’s return) ...............
1
4,777,289
2
Enter amount from Part I, line 27a .....................
2
-240,523
3
Other increases not included in line 2 (itemize) bullet
3
 
4
Add lines 1, 2, and 3 ..........................
4
4,536,766
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 29 .
6
4,536,766
Form 990-PF (2020)
Form 990-PF (2020)
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 17,625
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
SECTION 4940(e) REPEALED ON DECEMBER 20, 2019 - DO NOT COMPLETE
1 Reserved
(a)
Reserved 		(b)
Reserved 		(c)
Reserved 		(d)
Reserved
2
Reserved...........................
2
3
Reserved...........................
3
4
Reserved...........................
4
5
Reserved...........................
5
6
Reserved...........................
6
7
Reserved...........................
7
8
Reserved,..........................
8
Form 990-PF (2020)
Form 990-PF (2020)
Page 4
Part VI
Excise Tax Based on Investment Income (Section 4940(a), 4940(b), 4940(e), or 4948—see instructions)
1a Exempt operating foundations described in section 4940(d)(2), check here Bullet and enter “N/A" on line 1. Bracket for line 1a
Date of ruling or determination letter:   (attach copy of letter if necessary–see instructions)
b Reserved................................ 1 782
c All other domestic foundations enter 1.39% 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........................... 3 782
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- ..... 5 782
6 Credits/Payments:
a 2020 estimated tax payments and 2019 overpayment credited to 2020 6a 1,000
b Exempt foreign organizations—tax withheld at source...... 6b  
c Tax paid with application for extension of time to file (Form 8868)... 6c  
d Backup withholding erroneously withheld ........... 6d  
7 Total credits and payments. Add lines 6a through 6d.............. 7 1,000
8 Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached. Click to see attachment 8 5
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 10 213
11 Enter the amount of line 10 to be: Credited to 2021 estimated taxBullet213 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 the instructions
for the 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
    Yes
     
    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 2020 or the taxable year beginning in 2020? See the 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
    Form 990-PF (2020)
    Form 990-PF (2020)
    Page 5
    Part VII-A
    Statements Regarding Activities (continued)
    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 —check here .........bullet
    and enter the amount of tax-exempt interest received or accrued during the year ........bullet
    15
     
    16 At any time during calendar year 2020, 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 the instructions for exceptions and filing requirements for FinCEN Form 114. If "Yes", enter the name of the foreign
    country bullet
    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 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 2020?.............
    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 2020, did the foundation have any undistributed income (lines 6d
    and 6e, Part XIII) for tax year(s) beginning before 2020?.............
    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 2020 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 2020.)..................
    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 2020?
    4b
     
    No
    Form 990-PF (2020)
    Form 990-PF (2020)
    Page 6
    Part VII-B
    Statements Regarding Activities for Which Form 4720 May Be Required (continued)
    5a
    During the year did the foundation pay or incur any amount to:
    Yes
    No
    (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 4945(d)(4)(A)? 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
     
     
    8
    Is the foundation subject to the section 4960 tax on payment(s) of more than $1,000,000 in remuneration or
    excess parachute payment during the year? .................
    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 SCHOTTENSTEIN PRESIDENT
    000.00     		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  
    Form 990-PF (2020)
    Form 990-PF (2020)
    Page 7
    Part VIII
    Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
    and Contractors (continued)
    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  
    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 instructions.
    3  
    Total. Add lines 1 through 3.........................bullet  
    Form 990-PF (2020)
    Form 990-PF (2020)
    Page 8
    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
    1,207,908
    b
    Average of monthly cash balances.......................
    1b
    1,943,079
    c
    Fair market value of all other assets (see instructions)................
    1c
    1,406,905
    d
    Total (add lines 1a, b, and c).........................
    1d
    4,557,892
    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
    4,557,892
    4
    Cash deemed held for charitable activities. Enter 1 1/2% of line 3 (for greater amount, see
    instructions) .............................
    4
    68,368
    5
    Net value of noncharitable-use assets. Subtract line 4 from line 3. Enter here and on Part V, line 4
    5
    4,489,524
    6
    Minimum investment return. Enter 5% of line 5..................
    6
    224,476
    Part XI
    Distributable Amount (see instructions) (Section 4942(j)(3) and (j)(5) private operating foundations and certain foreign organizations check here right arrow and do not complete this part.)
    1
    Minimum investment return from Part X, line 6....................
    1
    224,476
    2a
    Tax on investment income for 2020 from Part VI, line 5......
    2a
    782
    b
    Income tax for 2020. (This does not include the tax from Part VI.)...
    2b
     
    c
    Add lines 2a and 2b............................
    2c
    782
    3
    Distributable amount before adjustments. Subtract line 2c from line 1............
    3
    223,694
    4
    Recoveries of amounts treated as qualifying distributions................
    4
     
    5
    Add lines 3 and 4............................
    5
    223,694
    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
    223,694
    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
    266,493
    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
    266,493
    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
    266,493
    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 (2020)
    Form 990-PF (2020)
    Page 9
    Part XIII
    Undistributed Income (see instructions)
    (a)
    Corpus     		(b)
    Years prior to 2019     		(c)
    2019     		(d)
    2020
    1 Distributable amount for 2020 from Part XI, line 7 223,694
    2 Undistributed income, if any, as of the end of 2020:
    a Enter amount for 2019 only.......  
    b Total for prior years:20, 20, 20  
    3 Excess distributions carryover, if any, to 2020:
    a From 2015...... 189,004
    b From 2016...... 202,699
    c From 2017...... 81,498
    d From 2018......  
    e From 2019...... 204,320
    fTotal of lines 3a through e........ 677,521
    4Qualifying distributions for 2020 from Part
    XII, line 4: bullet$ 266,493
    a Applied to 2019, 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 2020 distributable amount..... 223,694
    e Remaining amount distributed out of corpus 42,799
    5 Excess distributions carryover applied to 2020.    
    (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 5 720,320
    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 2019. Subtract line
    4a from line 2a. Taxable amount—see
    instructions .............     		 
    f Undistributed income for 2020. Subtract
    lines 4d and 5 from line 1. This amount must
    be distributed in 2021 ..........     		0
    7 Amounts treated as distributions out of
    corpus to satisfy requirements imposed by
    section 170(b)(1)(F) or 4942(g)(3) (Election may
    be required - see instructions) .......     		 
    8 Excess distributions carryover from 2015 not
    applied on line 5 or line 7 (see instructions) ...     		189,004
    9Excess distributions carryover to 2021.
    Subtract lines 7 and 8 from line 6a ......     		531,316
    10 Analysis of line 9:
    a Excess from 2016.... 202,699
    b Excess from 2017.... 81,498
    c Excess from 2018....  
    d Excess from 2019.... 204,320
    e Excess from 2020.... 42,799
    Form 990-PF (2020)
    Form 990-PF (2020)
    Page 10
    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 2020, 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) 2020 (b) 2019 (c) 2018 (d) 2017
             
    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 foundation 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 (2020)
    Form 990-PF (2020)
    Page 11
    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 USA
    1310 48TH STREET
    BROOKLYN,NY11219     		NONE COMPLETED GENERAL OPERATIONS 500
    AHAVAS CHESED
    1255-43 ST
    APT 2A
    BROOKLYN,NY11219     		NONE COMPLETED GENERAL OPERATIONS 1,361
    AISH HATORAH
    313 WEST 83 RD ST
    NEW YORK,NY10024     		NONE COMPLETED GENERAL OPERATIONS 180
    ALEPH INSTITUTE
    9540 COLLINS AVE
    SURFSIDE,FL33154     		NONE COMPLETED GENERAL OPERATIONS 600
    AMERICAN CENTER FOR LAW & JUSTICE
    1000 REGENT UNIVERSITY DR
    VIGINIA BEACH,VA234645037     		NONE COMPLETED GENERAL OPERATIONS 180
    AMERICAN FRIENDS OF KUPAT HA'LR
    4415 14TH AVE
    BROOKLYN,NY11219     		NONE COMPLETED GENERAL OPERATIONS 1,350
    AMERICAN FRIENDS OF YESHIVA KESSER
    149-05 79TH AVE
    STE 2
    KEW GARDEN HILLS,NY113673821     		NONE COMPLETED GENERAL OPERATIONS 108
    AVENTURA CHABAD
    280 NE 210 ST
    AVENTURA,FL33180     		NONE COMPLETED GENERAL OPERATIONS 6,640
    AVNER INSTITUTE
    1526 UNION ST
    BROOKLYN,NY11213     		NONE COMPLETED GENERAL OPERATIONS 1,000
    BAIS SHMUEL CHABAD
    383 KINGSTON AVE
    SUITE 223
    BROOKLYN,NY11213     		NONE COMPLETED GENERAL OPERATIONS 3,600
    BEIS GIMPEL CHAIM
    309 NEW YORK AVE
    BROOKLYN,NY11213     		NONE COMPLETED GENERAL OPERATIONS 36
    BETH JACOB CONGREGATION
    1223 COLLEGE AVE
    COLUMBUS,OH43209     		NONE COMPLETED GENERAL OPERATIONS 750
    CHABAD LUBAVITCH OF NORTHERN VIRGIN
    3939 PRICE WILLIAM DR
    FAIRFAX,VA22031     		NONE COMPLETED GENERAL OPERATIONS 540
    CHABAD MOROCCO
    1 AVENUE MOULAY ABDELLAH
    AGADIR,OH43230     		NONE COMPLETED GENERAL PURPOSE 2,039
    CHABAD OF BURBANK
    2415 W MAGNOLIA BLVD
    BURBANK,CA91506     		NONE COMPLETED GENERAL OPERATIONS 756
    CHABAD OF CYPRESS
    12320 BARKER CYPRESS RD
    STE 600 403
    CYPRESS,TX77429     		NONE COMPLETED GENERAL OPERATIONS 270
    CHABAD OF SOUTH ORLANDO
    7508 UNIVERSAL BLVD
    ORLANDO,FL32819     		NONE COMPLETED GENERAL OPERATIONS 180
    CHABAD OF SOUTHWEST BROWARD
    10601 STIRLING RD
    COOPER CITY,FL33328     		NONE COMPLETED GENERAL OPERATIONS 3,600
    CHABAD OF VENICE
    SESTIERE CANNAREGIO 2915
    VENICE,VENEZIA30121
    IT     		NONE COMPLETED GENERAL OPERATIONS 1,000
    CHAI LIFELINE
    151 WEST 30TH ST
    NEW YORK,NY10001     		NONE COMPLETED GENERAL OPERATIONS 360
    CHARIDAY AGUDATH ISRAEL
    42 BROADWAY
    14TH FLOOR
    NEW YORK,NY10004     		NONE COMPLETED GENERAL OPERATIONS 1,000
    CHARIDY BONEI OLAM
    1755 46TH ST
    BROOKLYN,NY11204     		NONE COMPLETED GENERAL OPERATIONS 189
    CHAYENU
    1526 UNION ST
    BROOKLYN,NY11213     		NONE COMPLETED GENERAL OPERATIONS 642
    CHAYIM V CHESED INC
    169 HEWES ST
    1-D
    BROOKLYN,NY11211     		NONE COMPLETED GENERAL OPERATIONS 21,520
    CHOFETZ CHAIM HERTIAGE
    361 SPOOK ROCK RD
    SUFFERN,NY10901     		NONE COMPLETED GENERAL OPERATIONS 1,000
    CLARION PROJECT
    2020 PENNSYLVANIA AVE NW
    SUITE 395
    WASHINGTON,DC20006     		NONE COMPLETED GENERAL OPERATIONS 100
    COLEL CHABAD
    806 EASTERN PARKWAY
    BROOKLYN,NY11213     		NONE COMPLETED GENERAL OPERATIONS 6,780
    COLEL CHIBAS JERUSALEM
    4802-A 12TH AVE
    BROOKLYN,NY11219     		NONE COMPLETED GENERAL OPERATIONS 360
    COLUMBUS COMMUNITY KOLLEL
    2513 E MAIN ST
    COLUMBUS,OH43209     		NONE COMPLETED GENERAL OPERATIONS 3,840
    COLUMBUS COMMUNITY MIKVAH FUND
    4300 E FIFTH AVE
    COLUMBUS,OH43219     		NONE COMPLETED GENERAL OPERATIONS 50,000
    COLUMBUS FOUNDATION
    1234 E BROAD ST
    COLUMBUS,OH43205     		NONE COMPLETED GENERAL OPERATIONS 2,700
    COLUMBUS JEWISH FOUNDATION
    41 S HIGH
    COLUMBUS,OH43213     		NONE COMPLETED GENERAL OPERATIONS 1,000
    COLUMBUS TORAH ACADEMY
    181 NOE BIXBY RD
    COLUMBUS,OH43213     		NONE COMPLETED GENERAL OPERATIONS 2,600
    CONGREGATION AHAVAS SHALOM
    2568 E BROAD ST
    COLUMBUS,OH43209     		NONE COMPLETED GENERAL OPERATIONS 1,378
    CONGREGATION AHAVAS CHESED
    720 LEFFERTS AVE
    BROOKLYN,NY11203     		NONE COMPLETED GENERAL OPERATIONS 8,019
    CONGREGATION KHAL YEREIM
    1771 S TAYLOR RD
    CLEVELAND HEIGHTS,OH44118     		NONE COMPLETED GENERAL OPERATIONS 4,420
    CONGREGATION LAMPLIGHTERS
    777 EASTERN PARKWAY
    BROOKLYN,NY112133452     		NONE COMPLETED GENERAL OPERATIONS 12,520
    DARCHAI MENECHEM
    432 RUTLAND ROAD
    BROOKLYN,NY11203     		NONE COMPLETED GENERAL OPERATIONS 360
    DERECH HATORAH
    125 KINGS HIGHWAY S
    ROCHESTER,NY14617     		NONE COMPLETED GENERAL OPERATIONS 360
    EDMOND SAFRA FOUNDATION
    92 RUE DU RHONE
    GENEVA,SWITZERLAND43229
    SZ     		NONE COMPLETED GENERAL OPERATIONS 180
    EDUCATIONAL INSTITUTE OHOLEI TORAH
    667 EASTERN PARKWAY
    BROOKLYN,NY11213     		NONE COMPLETED GENERAL OPERATIONS 360
    ELLIS FAMILY FUND
    598 OFFICE PARKWAY
    B
    WESTERVILLE,OH43082     		NONE COMPLETED GENERAL OPERATIONS 360
    EMEK HEBREW ACADEMY
    15365 MAGNOLIA BLVD
    SHERMAN OAKS,CA91403     		NONE COMPLETED GENERAL OPERATIONS 400
    FRIENDS OF BIKUR CHOLIM EZRAT ACHIM
    5014-5016 16TH AVE
    283
    BROOKLYN,NY11204     		NONE COMPLETED GENERAL OPERATIONS 3,600
    GANA ACADEMY AUCTION
    598 OFFICE PARKWAY
    B
    WESTERVILLE,OH43082     		NONE COMPLETED GENERAL OPERATIONS 250
    GLOBAL JEWISH ASSISTANT & RELIEF
    1485 UNION ST
    BROOKLYN,NY11213     		NONE COMPLETED GENERAL OPERATIONS 750
    GREAT CHARITY CHAYE OLAM
    PO BOX 786
    NEW YORK,NY10038     		NONE COMPLETE GENERAL OPERATIONS 360
    GYE CORP
    3918 FALLSTAFF RD
    BALTIMORE,MD21215     		NONE COMPLETED GENERAL OPERATIONS 1,800
    HATZALAH OF CROWN HEIGHTS
    383 KINGSTON AVE
    SUITE 99
    BROOKLYN,NY11213     		NONE COMPLETED GENERAL OPERATIONS 1,260
    INSTITUTE FOR DAYANIM
    25625 SOUTHFIELD RD 107
    SOUTHFIELD,MI48075     		NONE COMPLETED GENERAL OPERATIONS 7,610
    JCC CHABAD OF LONG ISLAND CITY
    10-29 48TH AVE
    LONG ISLAND CITY,NY11101     		NONE COMPLETED GENERAL OPERATIONS 1,100
    JUDAICA WORLD OF BROOKLYN NY
    329 KINGSTON AVE
    BROOKLYN,NY11213     		NONE COMPLETED GENERAL OPERATIONS 325
    KEHOT PUBLICATION SOCIETY
    770 EASTERN PARKWAY
    BROOKLYN,NY11213     		NONE COMPLETED GENERAL OPERATIONS 160
    KIDDIE KORNER PRESCHOOL
    PO BOX 422
    PARK RIVER,ND582700422     		NONE COMPLETED GENERAL OPERATIONS 180
    KOLLEL YCM
    2203 S GREEN RD
    UNIVERSITY HEIGHTS,OH44118     		NONE COMPLETED GENERAL OPERATIONS 720
    LAMPLIGHTERS YESHIVA
    1337 PRESIDENT ST
    BROOKLYN,NY11213     		NONE COMPLETED GENERAL OPERATIONS 13,785
    LUBAVITCH EDUCATIONAL CENTER
    17330 NW 7TH AVE
    MIAMI,FL33169     		NONE COMPLETED GENERAL OPERATIONS 5,000
    LUBAVITCHER HEADQUARTERS
    770 EASTERN PARKWAY
    BROOKLYN,NY11213     		NONE COMPLETED GENERAL OPERATIONS 5,400
    LUBAVITCHER SCHOOL
    841 OCEAN PARKWAY
    BROOKLYN,NY11230     		NONE COMPLETED GENERAL OPERATIONS 1,494
    MAYANOT INSTITUTE OF JEWISH STUDIES
    228 PARK AVE S
    STE 96553
    NEW YORK,NY10003     		NONE COMPLETED GENERAL OPERATIONS 900
    MESORAH HERITAGE FOUNDATION
    4401 2ND AVE
    BROOKLYN,NY11232     		NONE COMPLETED GENERAL OPERATIONS 86
    OHEL YISRAEL
    8196-R TERMINAL RD
    LORTON,VA22079     		NONE COMPLETED GENERAL OPERATIONS 144
    ORA - THE ORGANIZATION FOR THE RES
    551 WEST 181 ST
    NEW YORK,NY10033     		NONE COMPLETED GENERAL OPERATIONS 180
    OSU CHABAD- SCHOTTENSTEIN HOUSE
    207 E 15TH AVE
    COLUMBUS,OH43201     		NONE COMPLETED GENERAL OPERATIONS 5,490
    R'TZIN CHAYA MUSHKA BIKUR CHOL
    387 KINGSTON AVE
    SUITE 110
    BROOKLYN,NY11225     		NONE COMPLETED GENERAL OPERATIONS 360
    SGCF
    598 OFFICE PARKWAY
    B
    WESTERVILLE,OH43082     		    GENERAL OPERATIONS 108
    SHUL OF BAL HARBOR - THE SHUL
    9540 COLLINS AVE
    SURFSIDE,FL33154     		NONE COMPLETED GENERAL OPERATIONS 50,000
    SHUVU RETURN INC
    230 PARK AVE
    539
    NEW YORK,NY10169     		NONE COMPLETED GENERAL OPERATIONS 360
    TALMUDICAL SEMINARY
    1440 54TH ST
    BROOKLYN,NY11219     		NONE COMPLETED GENERAL OPERATIONS 180
    TEN YAD TEN YAD
    559 EMPIRE BLVD
    BROOKLYN,NY11225     		NONE COMPLETED GENERAL OPERATIONS 100
    TORAH CENTER
    2942 EAST BROAD ST
    COLUMBUS,OH43209     		NONE COMPLETED GENERAL OPERATIONS 750
    TORAH EDUCATIONAL NETWORK
    1274 49TH ST
    17
    BROOKLYN,NY11219     		NONE COMPLETED GENERAL OPERATIONS 684
    TORAS CHESED INC
    421 6TH ST
    LAKEWOOD,NJ08701     		NONE COMPLETED GENERAL OPERATIONS 9,900
    YAD ELIEZER
    1102 E 26TH ST
    BROOKLYN,NY11210     		NONE COMPLETED GENERAL OPERATIONS 250
    YAD L'ACHIM
    4018 18TH AVE
    BROOKLYN,NY11218     		NONE COMPLETED GENERAL OPERATIONS 1,280
    YALDEI SHLUCHEI HAREBBE
    353 KINGSTON AVE
    302
    BROOKLYN,NY11213     		NONE COMPLETED GENERAL OPERATIONS 180
    YESHIVA CHAYEI OLAM
    14 11TH ST E
    LAKEWOOD,NJ08701     		NONE COMPLETED GENERAL OPERATIONS 54
    YESHIVA OHR ELCHONON CHABAD
    7215 WARING AVE
    LOS ANGELES,CA90046     		NONE COMPLETED GENERAL OPERATIONS 1,800
    Total .................................bullet 3a 261,738
    bApproved for future payment
    Total .................................bullet 3b  
    Form 990-PF (2020)
    Form 990-PF (2020)
    Page 12
    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 ...........     		    25 14,592  
    4 Dividends and interest from securities....     25 21,533  
    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 ............     		        -12,685
    9 Net income or (loss) from special events:          
    10 Gross profit or (loss) from sales of inventory          
    11 Other revenue:
    aNET INCOME INSTANT BINGO CA     		    25 9,055  
    bMISCELLANEOUS     25    
    c
    d
    e
    12 Subtotal. Add columns (b), (d), and (e)..   45,180 -12,685
    13Total. Add line 12, columns (b), (d), and (e)..................
    13
    32,495
    (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 (2020)
    Form 990-PF (2020)
    Page 13
    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) (other than section 501(c)(3) organizations) or in section 527, relating to political organizations?
    Yes
    No
    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) (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) 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 instructions.
    Signature of officer or trustee Date Title
    Paid Preparer Use Only Print/Type preparer's name Preparer's Signature Date PTIN
    Firm's name SmallBullet
    		 Firm's EIN SmallBullet
    Firm's address SmallBullet


    		 Phone no.
    Form 990-PF (2020)
    Additional Data


    Software ID:  
    Software Version:  


    Form 990PF - Special Condition Description:
    Special Condition Description

    TY 2020 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 & ASSOCIATES, INC.- CPA 3,311 1,000 2,311 2,311

    TY 2020 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 2020 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
    FIDELITY XX7601 SHORT TERM   PURCHASE     610 3,599     -2,989  
    FIDELITY XX7601 LONG TERM   PURCHASE     6,641 33,962     -27,321  

    TY 2020 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
    MS-ACCT - 676-307601 853,790 1,038,955
    MS-ACCT - 676-307600 116,748 131,127

    TY 2020 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
    RED HEN EQUITY INVESTMENT AT COST 1,096,561 1,096,561
    MOD. SINGLE PREM. UNIV. LIFE POL. AT COST 340,887 340,887

    TY 2020 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 341 341    


    TY 2020 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
    NET INCOME INSTANT BINGO CARD 9,055 9,055 9,055


    TY 2020 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
    BALANCE DUE ON 2019 EXCISE TAX 135  


    TY 2020 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
    FIDELITY - AGENCY FEES 3,759 3,759    
    OTHER ADMINISTRATIVE FEES 1,744   1,744 1,744


    TY 2020 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 CHARITABLE REGISTRATION FEE 700   700 700
    FEDERAL EXCISE TAX 1,425 1,425