Form990-PF

Department of the Treasury
Internal Revenue Service

Return of Private Foundation
or Section 4947(a)(1) Trust Treated as Private Foundation
right arrowDo not enter social security numbers on this form as it may be made public.
right arrowGo to www.irs.gov/Form990PF for instructions and the latest information.
OMB No. 1545-0047
2023
Open to Public Inspection
For calendar year 2023, or tax year beginning 01-01-2023 , and ending 12-31-2023
Name of foundation
SAUL SCHOTTENSTEIN FOUNDATION B
 
Number and street (or P.O. box number if mail is not delivered to street address)3512 AULTWOODS LANE
  Room/suite
City or town, state or province, country, and ZIP or foreign postal code
CINCINNATI, OH45208
A Employer identification number

27-0167751
B Telephone number (see instructions)

(513) 621-2666
C right arrow
G Check all that apply:

D 1. Foreign organizations, check here............. right arrow
2. Foreign organizations meeting the 85%
test, check here and attach computation ... right arrow
E right arrow
H Check type of organization:
F right arrow
I Fair market value of all assets at end
of year (from Part II, col. (c),
line 16)right arrow$6,029,507J 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) 1,078
2 Check right arrow.............
3 Interest on savings and temporary cash investments      
4 Dividends and interest from securities... 146,899 146,899  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 17,417
b Gross sales price for all assets on line 6a 3,592,869
7 Capital gain net income (from Part IV, line 2)... 17,417
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
List of Attached Documents:
// Content
26,979 28,480 0
12 Total. Add lines 1 through 11........ 192,373 192,796 0
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 40,000 0 0 40,000
14 Other employee salaries and wages...... 2,470 0 0 2,470
15 Pension plans, employee benefits.......        
16a Legal fees (attach schedule).........        
b Accounting fees (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
8,850 2,478 0 6,372
c Other professional fees (attach schedule).... Click to see attachment
List of Attached Documents:
// Content
3,601 88 0 3,513
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... Click to see attachment
List of Attached Documents:
// Content
6,070 0 0 3,132
19 Depreciation (attach schedule) and depletion...      
20 Occupancy..............        
21 Travel, conferences, and meetings....... 10,236 0 0 10,236
22 Printing and publications..........        
23 Other expenses (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
29,137 0 0 29,104
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 100,364 2,566 0 94,827
25 Contributions, gifts, grants paid....... 178,962 178,962
26 Total expenses and disbursements. Add lines 24 and 25 279,326 2,566 0 273,789
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements -86,953
b Net investment income (if negative, enter -0-) 190,230
c Adjusted net income (if negative, enter -0-)... 0
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2023)
Form 990-PF (2023)
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............. 42,253 70,098 70,098
2 Savings and temporary cash investments......... 3,207,815 2,258,506 2,258,506
3 Accounts receivable right arrow  
Less: allowance for doubtful accounts right arrow        
4 Pledges receivable right arrow  
Less: allowance for doubtful accounts right arrow        
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) right arrow  
Less: allowance for doubtful accounts right arrow        
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)....... 1,688,049 Click to see attachment
List of Attached Documents:
// Content
1,856,814 		2,345,722
c Investments—corporate bonds (attach schedule)....... 0 Click to see attachment
List of Attached Documents:
// Content
568,543 		577,922
11 Investments—land, buildings, and equipment: basis right arrow  
Less: accumulated depreciation (attach schedule) right arrow        
12 Investments—mortgage loans.............      
13 Investments—other (attach schedule).......... 724,929 Click to see attachment
List of Attached Documents:
// Content
748,297 		777,259
14 Land, buildings, and equipment: basis right arrow4,874
Less: accumulated depreciation (attach schedule) right arrow4,874      
15 Other assets (describe right arrow)      
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 5,663,046 5,502,258 6,029,507
Liabilities 17 Accounts payable and accrued expenses..........    
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 right arrow) Click to see attachment
List of Attached Documents:
// Content
693 		Click to see attachment
List of Attached Documents:
// Content
2,764
23 Total liabilities (add lines 17 through 22)......... 693 2,764
Net Assets or Fund Balances Foundations that follow FASB ASC 958, check here right arrow
and complete lines 24, 25, 29 and 30.
24 Net assets without donor restrictions........... 5,662,353 5,499,494
25 Net assets with donor restrictions............    
Foundations that do not follow FASB ASC 958, check here right arrow
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)..... 5,662,353 5,499,494
30 Total liabilities and net assets/fund balances (see instructions). 5,663,046 5,502,258
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
5,662,353
2
Enter amount from Part I, line 27a .....................
2
-86,953
3
Other increases not included in line 2 (itemize) right arrow
3
0
4
Add lines 1, 2, and 3 ..........................
4
5,575,400
5
Decreases not included in line 2 (itemize) right arrowClick to see attachment
List of Attached Documents:
// Content
5
75,906
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29 .
6
5,499,494
Form 990-PF (2023)
Form 990-PF (2023)
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.)
1 a PUBLICLY TRADED SECURITIES P    
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 3,592,869   3,575,452 17,417
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       17,417
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 17,417
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
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 right arrow 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) 1 2,644
b All other domestic foundations enter 1.39% (0.0139) of line 27b. Exempt foreign organizations enter 4% (0.04) 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 0
3 Add lines 1 and 2........................... 3 2,644
4 Subtitle A (income) tax (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 4 0
5 Tax based on investment income. Subtract line 4 from line 3. If zero or less, enter -0- ..... 5 2,644
6 Credits/Payments:
a 2023 estimated tax payments and 2022 overpayment credited to 2023 6a 720
b Exempt foreign organizations—tax withheld at source...... 6b 0
c Tax paid with application for extension of time to file (Form 8868)... 6c 0
d Backup withholding erroneously withheld .......... 6d 0
7 Total credits and payments. Add lines 6a through 6d.............. 7 720
8 Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached. 8 0
9 Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed.......right arrow 9 1,924
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...right arrow 10  
11 Enter the amount of line 10 to be: Credited to 2024 estimated taxright arrow   Refundedright arrow 11  
Form 990-PF (2023)
Form 990-PF (2023)
Page 4
Part VI-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
 
No
d
Enter the amount (if any) of tax on political expenditures (section 4955) imposed during the year:
(1) On the foundation. right arrow$ 0(2) On foundation managers.right arrow$ 0
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.right arrow$ 0
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:
round bullet By language in the governing instrument, or
round bullet 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 XIV..................................
7
Yes
 
8a
Enter the states to which the foundation reports or with which it is registered (see instructions)
right arrowOH
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 .
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 2023 or the taxable year beginning in 2023? See the instructions for Part XIII.
If "Yes," complete Part XIII .............................
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 addressright arrowWWW.SAULSCHOTTENSTEINFOUNDATIONB.ORG
14
The books are in care ofright arrowJEFFREY HARRIS Telephone no.right arrow (513) 621-2666

Located atright arrow3512 AULTWOODS LANECINCINNATIOH ZIP+4right arrow45208
15
Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of Form 1041 —check here .........right arrow
and enter the amount of tax-exempt interest received or accrued during the year ........right arrow
15
 
16 At any time during calendar year 2023, 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 right arrow
Form 990-PF (2023)
Form 990-PF (2023)
Page 5
Part VI-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? ...........
1a(1)
 
No
(2) Borrow money from, lend money to, or otherwise extend credit to (or accept it from)
a disqualified person? ..............................
1a(2)
 
No
(3) Furnish goods, services, or facilities to (or accept them from) a disqualified person? ...........
1a(3)
 
No
(4) Pay compensation to, or pay or reimburse the expenses of, a disqualified person? ............
1a(4)
 
No
(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)? ......................
1a(5)
 
No
(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.) ...............
1a(6)
 
No
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
 
 
c
Organizations relying on a current notice regarding disaster assistance check here ........right arrow
d
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 2023? .............
1d
 
No
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 2023, did the foundation have any undistributed income (Part XII, lines 6d
and 6e) for tax year(s) beginning before 2023?....................
2a
Yes
 
If "Yes," list the years right arrow2022, 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
Yes
 
c
If the provisions of section 4942(a)(2) are being applied to any of the years listed in 2a, list the years here.
right arrow20, 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? ..............................
3a
 
No
b
If "Yes," did it have excess business holdings in 2023 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 2023.) .....................
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 2023? ..
4b
 
No
Form 990-PF (2023)
Form 990-PF (2023)
Page 6
Part VI-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))? ..........
5a(1)
 
No
(2) Influence the outcome of any specific public election (see section 4955); or to carry
on, directly or indirectly, any voter registration drive? ....................
5a(2)
 
No
(3) Provide a grant to an individual for travel, study, or other similar purposes? .............
5a(3)
 
No
(4) Provide a grant to an organization other than a charitable, etc., organization described
in section 4945(d)(4)(A)? See instructions ........................
5a(4)
 
No
(5) Provide for any purpose other than religious, charitable, scientific, literary, or
educational purposes, or for the prevention of cruelty to children or animals? .............
5a(5)
 
No
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
 
 
c
Organizations relying on a current notice regarding disaster assistance check .........right arrow
d
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? .................
5d
 
 
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? .............................
6a
 
No
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?
7a
 
No
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? .........................
8
 
No
Part VII
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
JEFFREY HARRIS CHAIRMAN (SSFB)
1.00 		0 0 0
3512 AULTWOODS LANE
CINCINNATI,OH45208
SUSAN HARRIS PRESIDENT (SSFB)/DIRECTOR (JASON'S CO)
40.00 		0 2,470 0
3512 AULTWOODS LANE
CINCINNATI,OH45208
JENNA HARRIS ARTS FOR SOCIAL CHANGE GIV
1.00 		0 0 0
3512 AULTWOODS LANE
CINCINNATI,OH45208
JASON HARRIS DISABILITIES ADVOCATE SPEAKER
40.00 		40,000 0 0
3512 AULTWOODS LANE
CINCINNATI,OH45208
DIANA MAIROSE DIRECTOR (JASON'S CONNECTION)
1.00 		0 0 0
3512 AULTWOODS LANE
CINCINNATI,OH45208
GABE MCNAY DIRECTOR (JASON'S CONNECTION)
1.00 		0 0 0
3512 AULTWOODS LANE
CINCINNATI,OH45208
DONNA MAYERSON DIRECTOR (JASON'S CONNECTION)
1.00 		0 0 0
3512 AULTWOODS LANE
CINCINNATI,OH45208
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...................right arrow 0
Form 990-PF (2023)
Form 990-PF (2023)
Page 7
Part VII
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.............right arrow0
Part VIII-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 VIII-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  
2  
All other program-related investments. See instructions.
3  
Total. Add lines 1 through 3.........................right arrow0
Form 990-PF (2023)
Form 990-PF (2023)
Page 8
Part IX
Minimum Investment Return (All domestic foundations must complete this part. Foreign foundations, see instructions.)
1
Fair market value of assets not used (or held for use) directly in carrying out charitable, etc.,
purposes:
a
Average monthly fair market value of securities...................
1a
2,378,062
b
Average of monthly cash balances.......................
1b
3,074,069
c
Fair market value of all other assets (see instructions)................
1c
380,911
d
Total (add lines 1a, b, and c).........................
1d
5,833,042
e
Reduction claimed for blockage or other factors reported on lines 1a and
1c (attach detailed explanation) .............
1e
0
2
Acquisition indebtedness applicable to line 1 assets..................
2
0
3
Subtract line 2 from line 1d.........................
3
5,833,042
4
Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
instructions) .............................
4
87,496
5
Net value of noncharitable-use assets. Subtract line 4 from line 3. ............
5
5,745,546
6
Minimum investment return. Enter 5% (0.05) of line 5................
6
287,277
Part X
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 IX, line 6..................
1
287,277
2a
Tax on investment income for 2022 from Part V, line 5.......
2a
2,644
b
Income tax for 2022. (This does not include the tax from Part V.) ...
2b
 
c
Add lines 2a and 2b............................
2c
2,644
3
Distributable amount before adjustments. Subtract line 2c from line 1............
3
284,633
4
Recoveries of amounts treated as qualifying distributions................
4
0
5
Add lines 3 and 4............................
5
284,633
6
Deduction from distributable amount (see instructions).................
6
0
7
Distributable amount as adjusted. Subtract line 6 from line 5. Enter here and on Part XII, line 1 ...
7
284,633
Part XI
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
273,789
b
Program-related investments—total from Part VIII-B..................
1b
0
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 XII, line 4. .......
4
273,789
Form 990-PF (2023)
Form 990-PF (2023)
Page 9
Part XII
Undistributed Income (see instructions)
(a)
Corpus 		(b)
Years prior to 2022 		(c)
2022 		(d)
2023
1 Distributable amount for 2023 from Part X, line 7 284,633
2 Undistributed income, if any, as of the end of 2022:
a Enter amount for 2022 only....... 294,511
b Total for prior years:20 , 20, 20 0
3 Excess distributions carryover, if any, to 2022:
a From 2018......  
b From 2019......  
c From 2020......  
d From 2021......  
e From 2022......  
f Total of lines 3a through e ........ 0
4Qualifying distributions for 2023 from Part
XI, line 4: right arrow$ 273,789
a Applied to 2022, but not more than line 2a 273,789
b Applied to undistributed income of prior years
(Election required—see instructions)..... 		0
c Treated as distributions out of corpus (Election
required—see instructions)........ 		0
d Applied to 2023 distributable amount..... 0
e Remaining amount distributed out of corpus 0
5 Excess distributions carryover applied to 2023. 0 0
(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 0
b Prior years’ undistributed income. Subtract
line 4b from line 2b .......... 		0
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...... 		0
d Subtract line 6c from line 6b. Taxable amount
—see instructions ........... 		0
e Undistributed income for 2022. Subtract line
4a from line 2a. Taxable amount—see
instructions ............. 		20,722
f Undistributed income for 2023. Subtract
lines 4d and 5 from line 1. This amount must
be distributed in 2024 .......... 		284,633
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) ....... 		0
8 Excess distributions carryover from 2018 not
applied on line 5 or line 7 (see instructions) ... 		0
9 Excess distributions carryover to 2024.
Subtract lines 7 and 8 from line 6a ...... 		0
10 Analysis of line 9:
a Excess from 2019....  
b Excess from 2020....  
c Excess from 2021....  
d Excess from 2022....  
e Excess from 2023....  
Form 990-PF (2023)
Form 990-PF (2023)
Page 10
Part XIII
Private Operating Foundations (see instructions and Part VI-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 2023, enter the date of the ruling ...... right arrow
 
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 IX for each
year listed .......... 		Tax year Prior 3 years (e) Total
(a) 2023 (b) 2022 (c) 2021 (d) 2020
         
b 85% (0.85) of line 2a .........          
c Qualifying distributions from Part XI,
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 IX, 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 XIV
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.
JEFFREY HARRIS
2Information Regarding Contribution, Grant, Gift, Loan, Scholarship, etc., Programs:
Check here right arrow
aThe name, address, and telephone number or email address of the person to whom applications should be addressed:
bThe form in which applications should be submitted and information and materials they should include:
cAny submission deadlines:
dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
factors:
Form 990-PF (2023)
Form 990-PF (2023)
Page 11
Part XIV
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

ACTIVITIES BEYOND THE CLASSROOM

635 WEST 7TH STREET SUITE 301
CINCINNATI,OH45203 		NONE PC TO PROVIDE ENRICHMENT ACTIVITIES FOR STUDENTS IN THE CINCINNATI AREA 200

AMERICAN ASSOCIATION OF PEOPLE WITH DISABILITIES

1030 15TH ST NW STE 500E
WASHINGTON,DC20005 		NONE PC TO ADVANCE THE GOALS OF THE AMERICANS WITH DISABILITIES ACT 1,000

ASSOCIATION FOR AUTISM AND NEURODIVERSITY

85 MAIN STREET SUITE 3
WATERTOWN,MA02472 		NONE PC TO HELP AUTISTIC AND SIMILARLY NEURODIVERGENT PEOPLE BUILD MEANINGFUL, CONNECTED LIVES 500

AULT PARK ADVISORY COUNCIL

5090 OBSERVATORY CIRCLE
CINCINNATI,OH45208 		NONE PC TO PRESERVE AND IMPROVE AULT PARK AND ENCOURAGE ITS USE BY THE PUBLIC 100,000

BETH ADAM SYNAGOGUE

10001 LOVELAND MADEIRA ROAD
LOVELAND,OH45140 		NONE PC TO PROMOTE THE NEEDS OF A CONTEMPORARY AND DIVERSE JEWISH COMMUNITY 5,000

CET

1223 CENTRAL PARKWAY
CINCINNATI,OH45214 		NONE PC TO PROVIDE EDUCATION AND ENRICHMENT IN CLASSROOMS AND LIVING ROOMS THROUGHOUT GREATER CINCINNATI 125

CINCINNATI NATURE CENTER

4949 TEALTOWN ROAD
MILFORD,OH45150 		NONE PC TO SUPPORT THE CONSERVATION OF ROWE WOODS AND LONG BRANCH FARM & TRAILS 1,200

CINCINNATI OPERA

1243 ELM STREET
CINCINNATI,OH45202 		NONE PC TO ENRICH AND CONNECT THE COMMUNITY THROUGH DIVERSE OPERA EXPERIENCES. 1,000

CINCINNATI PUBLIC RADIO

1223 CENTRAL PARKWAY
CINCINNATI,OH45214 		NONE PC TO PROVIDE AN INDEPENDENT SOURCE OF JOURNALISM, MUSIC AND CULTURE, EMPOWERING A VIBRANT, ENGAGED AND INFORMED COMMUNITY 250

CINCINNATI ZOO

3400 VINE STREET
CINCINNATI,OH45220 		NONE PC TO SUPPORT THE ZOO OPERATIONS 1,250

COLUMBUS SCHOOL FOR GIRLS

65 S DREXEL AVENUE
COLUMBUS,OH43209 		NONE PC TO EMPOWER GIRLS TO DISCOVER THEIR DISTINCT POTENTIAL AS LEADERS AND LEARNERS 225

DENVER ART MUSEUM

100 W 14TH AVENUE PARKWAY
DENVER,CO80204 		NONE PC TO ENRICH THE LIVES OF PRESENT AND FUTURE GENERATIONS THROUGH THE ACQUISITION, PRESENTATION, AND PRESERVATION OF WORKS OF ART 2,500

DENVER BOTANICAL GARDENS

1007 YORK STREET
DENVER,CO80206 		NONE PC TO SUPPORT THE PRESERVATION AND EDUCATION OF THE BOTANICAL GARDENS 2,500

DENVER ZOO

2300 STEELE ST
DENVER,CO80205 		NONE PC TO HELP FUND CARE FOR 2,500+ ANIMALS 1,250

DIOCESE OF SOUTHERN OHIO

412 SYCAMORE STREET
CINCINNATI,OH45202 		NONE PC TO SUPPORT 71 CHURCHES WITH MORE THAN 15,000 MEMBERS IN CINCINNATI, COLUMBUS, DAYTON, AND THE SURROUNDING COMMUNITIES 1,000

DISABILITY RIGHTS OHIO

200 CIVIC CENTER DR STE 300
COLUMBUS,OH43215 		NONE PC TO ADVOCATE FOR AN EQUITABLE OHIO FOR PEOPLE WITH DISABILITIES 1,000

EASTERSEALS

141 W JACKSON BLVD SUITE 1400A
CHICAGO,IL60604 		NONE PC TO ENHANCE QUALITY OF LIFE AND EXPAND LOCAL ACCESS TO HEALTHCARE, EDUCATION, AND EMPLOYMENT OPPORTUNITIES FOR PEOPLE 500

EMORY UNIVERSITY

201 DOWMAN DRIVE
ATLANTA,GA30322 		NONE PC TO PROMOTE UNDERGRADUATE AND GRADUATE EDUCATION 200

TIMOTHY FREEMAN MD CENTER FOR DEVELOPMENTAL DISABILITIES

3120 BURNET AVENUE SUITE 401
CINCINNATI,OH45229 		NONE PC TO ADVANCE HEALTHCARE FOR ADULTS WITH DEVELOPMENTAL DISABILIES BY PROVIDING PERSON-CENTERED, COORDINATED, INTERDISCIPLINARY CARE AND EDUCATING HEALTH PROFESSIONALS 5,000

FREESTORE FOOD BANK

112 E LIBERTY STREET
CINCINNATI,OH45202 		NONE PC TO SUPPORT PROVIDING MEALS TO COMMUNITIES 2,500

IMPACT 100 INC

4010 EXECUTIVE PARK DRIVE STE 100
CINCINNATI,OH45241 		NONE PC TO CREATING AN EQUITABLE THRIVING COMMUNITY FOR ALL 1,000

IMPROV CINCINNATI AT CLIFTON

404 LUDLOW AVENUE
CINCINNATI,OH45220 		NONE PC TO LIFT SPIRITS AND TO INSPIRE PERSONAL GROWTH THROUGH TEACHING FUN AND UPLIFTING CLASSES, PRODUCING THEATRICAL IMPROV AND SKETCH COMEDY PERFORMANCES, AND DELIVERING PROFESSIONAL TEAM BUILDING AND KEYNOTE EXPERIENCES 2,500

INSTITUTE FOR EXCEPTIONAL CARE

1717 K STREET NORTHWEST SUITE 900
WASHINGTON,DC20006 		NONE PC TO MAKE HEALTHCARE BETTER AND SAFER FOR PEOPLE WITH INTELLECTUAL AND/OR DEVELOPMENTAL DISABILIES 5,000

JCC OF MANHATTAN

334 AMSTERDAM AVE AT 76TH STREET
NEW YORK,NY10023 		NONE PC CREATE OPPORTUNITIES FOR PEOPLE TO CONNECT, GROW, AND LEARN WITHIN AN EVER-CHANGING JEWISH LANDSCAPE 1,000

JEWISH FEDERATION OF CINCINNATI

8499 RIDGE ROAD
CINCINNATI,OH45236 		NONE PC TO DEVELOP AND CONNECT LEADERS, CONTRIBUTORS, ORGANIZATIONS, AND IDEAS TO BUILD AN INCLUSIVE JEWISH COMMUNITY THAT HELPS PEOPLE IN NEED, SUPPORTS ISRAEL, AND ASSURES A VIBRANT JEWISH FUTURE 7,500

KEN ANDERSON ALLIANCE

6940 PLAINFIELD ROAD
CINCINNATI,OH45236 		NONE PC TO PROVIDE A QUALITY OF LIFE THAT ENABLES ADULTS WITH DISABILITIES TO DEVELOP AND SUSTAIN LIFELONG RELATIONSHIPS, INDEPENDENCE, AND SELF-ESTEEM 1,000

LA SOUPE CINCINNATI

915 E MCMILLAN STREET
CINCINNATI,OH45206 		NONE PC TO PROVIDE MEALS TO THOSE IN NEED 1,000

LADD INC

3603 VICTORY PARKWAY
CINCINNATI,OH45229 		NONE PC TO EMPOWER ADULTS WITH DEVELOPMENTAL DISABILITIES TO LIVE, WORK, AND CONNECT 5,000

LEGAL AID SOCIETY OF GREATER CINCINNATI

215 E NINTH STREET NO 200
CINCINNATI,OH45202 		NONE PC TO HELP LOW-INCOME FAMILIES AND INDIVIDUALS BY PROVIDING FREE, COMPREHENSIVE CIVIL LEGAL ASSISTANCE TO ADDRESS A WIDE RANGE OF MAJOR OBSTACLES 150

LINDNER CENTER OF HOPE

4075 OLD WESTERN ROW RD
MASON,OH45040 		NONE PC TO SUPPORT THOSE WITH MENTAL ILLNESS 1,000

OHIO INNOCENCE PROJECT

2925 CAMPUS GREEN DR
CINCINNATI,OH45221 		NONE PC TO PROVIDE FUNDS FOR ATTORNEYS AND STUDENTS HELPING WRONGFULLY CONVICTED INMATES GET OUT OF PRISON 2,500

PLANNED PARENTHOOD

123 WILLIAM STREET 10 FL
NEW YORK,NY10038 		NONE PC TO PROTECT AND EXPAND ACCESS TO SEXUAL AND REPRODUCTIVE HEALTH CARE AND EDUCATION, AND PROVIDES SUPPORT TO ITS MEMBER AFFILIATES 1,000

RESPECTABILITY

43 TOWN AND COUNTRY DRIVE STE
119-181
FREDERICKSBURG,VA22405 		NONE PC TO CREATE SYSTEMIC CHANGE IN HOW SOCIETY VIEWS AND VALUES PEOPLE WITH DISABILITIES, AND ADVANCES POLICIES AND PRACTICES THAT EMPOWER PEOPLE WITH DISABILITIES TO HAVE A BETTER FUTURE 250

RUTH LYONS CHILDREN'S FUND

1700 YOUNG STREET
CINCINNATI,OH45202 		NONE PC TO HELP ACCREDITED HOSPITALS WITHIN THE GREATER CINCINNATI AREA PROVIDE A PLEASANT ATMOSPHERE FOR THEIR CHILD PATIENTS BY SUPPLYING FUNDING FOR THOSE EXTRA TOUCHES WHICH HOSPITAL BUDGETS CANNOT ORDINARILY ABSORB 2,500

SOCIETY OF ST ANDREW

3383 SWEET HOLLOW RD
BIG ISLAND,VA24526 		NONE PC TO SHARE HEALTHY FOOD AND REDUCE FOOD WASTE 2,500

SPRINGER SCHOOL AND CENTER

2121 MADISON RD
CINCINNATI,OH45208 		NONE PC TO HELP STUDENTS WITH LEARNING DISABILITIES LEAD SUCCESSFUL LIVES 250

ST JOSEPH HOME

10722 WYSCARVER ROAD
CINCINNATI,OH45241 		NONE PC TO PROVIDE SYSTEMS OF SUPPORT FOR PEOPLE WITH COMPLEX DISABILITIES AND THEIR FAMILIES 1,000

STARFIRE CINCY

1682 E SEYMOUR AVENUE
CINCINNATI,OH45237 		NONE PC TO BUILD BETTER LIVES FOR PEOPLE WITH DISABILITES 1,000

TAFT MUSEUM OF ART

316 PIKE STREET
CINCINNATI,OH45202 		NONE PC TO CREATE MEANINGFUL EXPERIENCES BY CONNECTING PEOPLE WITH GREAT ART, BOTH IN A HISTORIC SETTING AND IN THE COMMUNITY 1,250

THE PUBLIC THEATER

425 LAFAYETTE STREET
NEW YORK,NY10003 		NONE PC TO PROMOTE THEATER 300

THE SEVEN HILLS SCHOOL

5400 RED BANK ROAD
CINCINNATI,OH45227 		NONE PC TO ENGAGE HEARTS AND MINDS, GUIDING STUDENTS TO CULTIVATE THEIR UNIQUE CAPABILITIES AND PREPARING EACH FOR A MEANINGFUL ROLE IN A RAPIDLY CHANGING WORLD 1,000

TRINITY COLLEGE

300 SUMMIT STREET
HARTFORD,CT06106 		NONE PC TO PROMOTE UNDERGRADUTE EDUCATION 2,500

WE DON'T WASTE

6090 E 39TH AVE
DENVER,CO80207 		NONE PC TO REDUCE HUNGER AND FOOD WASTE 1,412

OAKLEY COMMUNITY COUNCIL

3882 PAXTON AVENUE
CINCINNATI,OH45209 		NONE PC TO PRESERVE AND IMPROVE THE NEIGHBORHOOD OF OAKLEY 500

POSITIVE EXPOSURE

14 E 109 STREET
NEW YORK,NY10021 		NONE PC TO PROMOTE A MORE EQUITABLE, COMPASSIONATE WORLD FOR INDIVIDUALS AND COMMUNITIES AT RISK OF STIGMA AND EXCLUSION 500

STEPPING STONES

5650 GIVEN ROAD
CINCINNATI,OH45243 		NONE PC TO INCREASE INDEPENDENCE, IMPROVE LIVES AND PROMOTE INCLUSION FOR CHILDREN AND ADULTS WITH DISABILITIES 2,500

OHIO SELF DETERMINATION ASSOCIATION

6155 HUNTLEY ROAD SUITE I
COLUMBUS,OH43229 		NONE PC TO EMPOWER PEOPLE WITH DISABILITIES AND THEIR FAMILIES TO DIRECT THEIR LIVES 500

HEALTHNETWORK FOUNDATION

3550 LANDER ROAD SUITE 225
PEPPER PIKE,OH44124 		NONE PC TO CONNECT CEOS AND BUSINESS LEADERS WITH TOP HOSPITALS AND DOCTORS TO PROVIDE FAST ACCESS TO WORLD-CLASS HEALTHCARE AND INCREASE PHILANTHROPIC FUNDING FOR MEDICAL RESEARCH 5,000

RECREATIONAL DEBUT

NO ADDRESS PROVIDED
GRAND RAPIDS,MI99999 		NONE PC TO PROVIDE ATHLETIC RECRUITING SERVICES 150
Total .................................right arrow 3a 178,962
bApproved for future payment
Total ................................. right arrow 3b 0
Form 990-PF (2023)
Form 990-PF (2023)
Page 12
Part XV-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 ........... 		         
4 Dividends and interest from securities ....     14 146,899  
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 .....     14 11  
8 Gain or (loss) from sales of assets other than
inventory ............ 		    18 17,417  
9 Net income or (loss) from special events:          
10 Gross profit or (loss) from sales of inventory          
11 Other revenue:
aINCOME FROM K-1 SUSAN C. & JEFFREY P. HARRIS FAMILY II, LLC 		900099 -1,501 14 28,469  
b
c
d
e
12 Subtotal. Add columns (b), (d), and (e) .. -1,501 192,796 0
13Total. Add line 12, columns (b), (d), and (e)..................
13
191,295
(See worksheet in line 13 instructions to verify calculations.)
Part XV-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 XV-A contributed importantly to
the accomplishment of the foundation’s exempt purposes (other than by providing funds for such purposes). (See
instructions.)
Form 990-PF (2023)
Form 990-PF (2023)
Page 13
Part XVI
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.
right arrow right arrow
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 Check if self-
employed right arrow		 PTIN
Firm's name SmallBullet
 Firm's EIN SmallBullet
Firm's address SmallBullet


 Phone no.
Form 990-PF (2023)
Additional Data


Software ID:  
Software Version:  


Form 990PF - Special Condition Description:
Special Condition Description

TY 2023 AccountingFeesSchedule
Name:
SAUL SCHOTTENSTEIN FOUNDATION B
EIN:
27-0167751
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
ACCOUNTING FEES 8,850 2,478 0 6,372

TY 2023 InvestmentsCorpBondsSchedule
Name:
SAUL SCHOTTENSTEIN FOUNDATION B
EIN:
27-0167751
Name of Bond End of Year Book Value End of Year Fair Market Value
WELLTOWER OP LLC 4.% DUE 1/15/2024 30,014 29,980
FIFTH THIRD BANCORP 3.65% DUE 1/25/2024 50,021 49,918
APPLE INC 3.45% DUE 5/6/24 49,342 49,652
ORACLE CORP 3.4% DUE 7/8/24 50,066 49,416
TOYOTA MTR CR CORP 0.5% DUE 6/18/24 49,583 50,795
ARES CAP CORP 3.25% DUE 7/15/25 46,275 47,901
HSBC HOLDINGS PLC VAR RT DUE 11/7/25 47,734 48,749
BK OF AMER CORP VAR RT DUE 1/20/27 97,476 99,780
AMERN EXPRESS CO VAR RT DUE 7/28/27 49,218 50,574
BK OF AMER CORP VAR RT DUE 11/10/28 50,164 52,157
JPMORGAN CHASE & CO VAR RT DUE 12/5/29 48,650 49,000

TY 2023 InvestmentsCorpStockSchedule
Name:
SAUL SCHOTTENSTEIN FOUNDATION B
EIN:
27-0167751
Name of Stock End of Year Book Value End of Year Fair Market Value
ALPHABET INC 126,814 211,395
AMAZON.COM INC 173,457 267,414
APPLE INC 130,699 324,221
APPLOVIN CORP 105,139 159,400
CISCO SYSTEMS INC 74,836 101,040
IONQ INC 18,632 12,390
MICROSOFT CORP 175,761 376,040
NVIDIA CORP 10,771 59,426
PAYPAL HOLDINGS INC 41,442 10,747
VANGUARD S&P 500 ETF 458,170 550,368
WALT DISNEY CO 75,127 40,631
AMYRIS INC 88,714 20
SHELL PLC-ADR 99,895 115,150
ALIBABA GROUP HOLDINGS 232,316 89,137
TENCENT HOLDINGS LTD. 45,041 28,343

TY 2023 InvestmentsOtherSchedule2
Name:
SAUL SCHOTTENSTEIN FOUNDATION B
EIN:
27-0167751
Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
K-1 SUSAN C. & JEFFREY P. HARRIS FAMILY II, LLC AT COST 380,911 380,911
COATUE GROWTH V PRIVATE INVESTORS OFFSHORE LP FMV 140,588 147,219
SLA II PRIVATE INVESTORS OFFSHORE LP AT COST 133,141 133,141
KKR NORTH AMERICA XIII PRIVATE INVESTORS OFFSHORE FMV 93,657 115,988

TY 2023 OtherDecreasesSchedule
Name:
SAUL SCHOTTENSTEIN FOUNDATION B
EIN:
27-0167751
Description Amount
PRIOR PERIOD ADJUSTMENT 75,906


TY 2023 OtherExpensesSchedule
Name:
SAUL SCHOTTENSTEIN FOUNDATION B
EIN:
27-0167751
Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
ADVERTISING 2,157 0 0 2,157
OFFICE EXPENSES 9,973 0 0 9,973
WEBSITE HOSTING 10,084 0 0 10,084
INSURANCE 4,306 0 0 4,306
DUES AND SUBSCRIPTIONS 2,382 0 0 2,382
OTHER EXPENSES FROM K-1 SUSAN C. & JEFFREY P. HARRIS FAMILY II, LLC 35 0 0 2
FILING FEES 200 0 0 200


TY 2023 OtherIncomeSchedule2
Name:
SAUL SCHOTTENSTEIN FOUNDATION B
EIN:
27-0167751
Description Revenue And Expenses Per Books Net Investment Income Adjusted Net Income
OTHER INCOME 11 11  
INCOME FROM K-1 SUSAN C. & JEFFREY P. HARRIS FAMILY II, LLC 26,968 28,469 0


TY 2023 OtherLiabilitiesSchedule
Name:
SAUL SCHOTTENSTEIN FOUNDATION B
EIN:
27-0167751
Description Beginning of Year - Book Value End of Year - Book Value
CREDIT CARD PAYABLE 693 2,764


TY 2023 OtherProfessionalFeesSchedule
Name:
SAUL SCHOTTENSTEIN FOUNDATION B
EIN:
27-0167751
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
BANK FEES 88 88 0 0
PAYROLL PROCESSING FEES 3,513 0 0 3,513


TY 2023 TaxesSchedule
Name:
SAUL SCHOTTENSTEIN FOUNDATION B
EIN:
27-0167751
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
EXCISE TAXES, LESS REFUNDS 2,938 0 0 0
PAYROLL TAXES 3,132 0 0 3,132