SCHULTZ FAMILY FOUNDATION: Form 990PF, tax year 2023
View the entire original 990 at ProPublica ↗
- Organization
- SCHULTZ FAMILY FOUNDATION (EIN 91-1746414)
- Tax period
- 2023-01-01 to 2023-12-31
- Filed
- 2024-05-13
- IRS object ID
- 202431349349102883
- Schema version
- 2023v5.0
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- Accounting Fees Schedule
- General Explanation Attachment
- Investments Corp Stock Schedule
- Investments Govt Obligations Sch
- Investments Other Schedule2
- Land Etc Schedule2
- Legal Fees Schedule
- Other Assets Schedule
- Other Decreases Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Increases Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2024-05-13T12:43:10-05:00 | ReturnTs |
| Tax Period End | 2023-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 366055558 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | GRANT THORNTON LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 75 STATE ST 13TH FLOOR | AddressLine1Txt |
| City | BOSTON | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 02109 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2023-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 911746414 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SCHULTZ FAMILY FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | SCHU | BusinessNameControlTxt |
| Phone | 2064925420 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1329 N 47TH ST 31817 | AddressLine1Txt |
| City | SEATTLE | CityNm |
| State Abbreviation | WA | StateAbbreviationCd |
| ZIP | 98103 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | RENEE RYAN | PersonNm |
| Person Title | COO & GEN. COUNSEL | PersonTitleTxt |
| Phone | 2064925420 | PhoneNum |
| Signature | 2024-05-13 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | RENEE | PersonFirstNm |
| Person Last | RYAN | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (1) | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | ERIN COUTURE | PreparerPersonNm |
| PTIN | P01390592 | PTIN |
| Phone | 6177237900 | PhoneNum |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 2 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2023 | TaxYr |
| Build TS | 2023-04-26 12:10:37Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $375,194,129 | FMVAssetsEOYAmt |
| Method Of Accounting Other | Yes (X) | MethodOfAccountingOtherInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Interest On Sav Rev And Expnss | $2,765,229 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $2,765,229 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $8,744,309 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $8,744,309 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $119,334 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $119,334 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $119,334 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $31,260 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $0 | OtherIncomeNetInvstIncmAmt |
| Other Income Adj Net Incm | $0 | OtherIncomeAdjNetIncmAmt |
| Total Rev And Expnss | $11,660,132 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $11,628,872 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $0 | TotalAdjNetIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $767,608 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Adj Net Incm | $0 | CompOfcrDirTrstAdjNetIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $767,608 | CompOfcrDirTrstDsbrsChrtblAmt |
| Oth Empl Slrs Wgs Rev And Expnss | $2,690,353 | OthEmplSlrsWgsRevAndExpnssAmt |
| Oth Empl Slrs Wgs Net Invst Incm | $182,875 | OthEmplSlrsWgsNetInvstIncmAmt |
| Oth Empl Slrs Wgs Adj Net Incm | $0 | OthEmplSlrsWgsAdjNetIncmAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $2,507,478 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Pension Empl Bnft Rev And Expnss | $474,606 | PensionEmplBnftRevAndExpnssAmt |
| Pension Empl Bnft Net Invst Incm | $0 | PensionEmplBnftNetInvstIncmAmt |
| Pension Empl Bnft Adj Net Incm | $0 | PensionEmplBnftAdjNetIncmAmt |
| Pension Empl Bnft Dsbrs Chrtbl | $474,606 | PensionEmplBnftDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $29,727 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $14,374 | LegalFeesNetInvstIncmAmt |
| Legal Fees Adj Net Incm | $0 | LegalFeesAdjNetIncmAmt |
| Legal Fees Dsbrs Chrtbl | $15,353 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $126,974 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $36,214 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $0 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $90,760 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $718,438 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $0 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Adj Net Incm | $0 | OtherProfFeesAdjNetIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $718,438 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $186,475 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $0 | TaxesNetInvstIncmAmt |
| Taxes Adj Net Incm | $0 | TaxesAdjNetIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Deprec And Dpltn Rev And Expnss | $10,209 | DeprecAndDpltnRevAndExpnssAmt |
| Deprec And Dpltn Net Invst Incm | $0 | DeprecAndDpltnNetInvstIncmAmt |
| Deprec And Dpltn Adj Net Incm | $0 | DeprecAndDpltnAdjNetIncmAmt |
| Trav Conf Meeting Rev And Expnss | $174,201 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Net Invst Incm | $0 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Adj Net Incm | $0 | TravConfMeetingAdjNetIncmAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $174,201 | TravConfMeetingDsbrsChrtblAmt |
| Printing And Pub Rev And Expnss | $99,164 | PrintingAndPubRevAndExpnssAmt |
| Printing And Pub Net Invst Incm | $0 | PrintingAndPubNetInvstIncmAmt |
| Printing And Pub Adj Net Incm | $0 | PrintingAndPubAdjNetIncmAmt |
| Printing And Pub Dsbrs Chrtbl | $99,164 | PrintingAndPubDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $481,106 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $0 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Adj Net Incm | $0 | OtherExpensesAdjNetIncmAmt |
| Other Expenses Dsbrs Chrtbl | $481,106 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $5,758,861 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $233,463 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $5,328,714 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $13,860,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $13,860,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $19,618,861 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $233,463 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $19,188,714 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$7,958,729 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $11,395,409 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $290,379 | CashBOYAmt |
| Cash EOY | $63,899 | CashEOYAmt |
| Cash EOYFMV | $63,899 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $67,684,498 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $50,868,319 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $50,868,319 | SavAndTempCashInvstEOYFMVAmt |
| US Government Obligations BOY | $55,490,945 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $57,550,617 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $57,550,617 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $254,885,135 | CorporateStockBOYAmt |
| Corporate Stock EOY | $253,797,273 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $253,797,273 | CorporateStockEOYFMVAmt |
| Other Investments BOY | $10,825,000 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $12,350,000 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $12,350,000 | OtherInvestmentsEOYFMVAmt |
| Land Bldg Equip Cost Or Other Bss | $583,613 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $551,213 | LandBldgEquipAccumDeprecAmt |
| Land BOY | $42,609 | LandBOYAmt |
| Land EOY | $32,400 | LandEOYAmt |
| Land EOYFMV | $32,400 | LandEOYFMVAmt |
| Other Assets BOY | $500,705 | OtherAssetsBOYAmt |
| Other Assets EOY | $531,621 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $531,621 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $389,719,271 | TotalAssetsBOYAmt |
| Total Assets EOY | $375,194,129 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $375,194,129 | TotalAssetsEOYFMVAmt |
| Accounts Payable BOY | $6,160 | AccountsPayableBOYAmt |
| Accounts Payable EOY | $37,126 | AccountsPayableEOYAmt |
| Total Liabilities BOY | $6,160 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $37,126 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $0 | CapitalStockBOYAmt |
| Capital Stock EOY | $0 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $389,713,111 | RetainedEarningBOYAmt |
| Retained Earning EOY | $375,157,003 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $389,713,111 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $375,157,003 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $389,719,271 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $375,194,129 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $389,713,111 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$7,958,729 | ExcessRevenueOverExpensesAmt |
| Other Increases | $460,005 | OtherIncreasesAmt |
| Subtotal | $382,214,387 | SubtotalAmt |
| Other Decreases | $7,057,384 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $375,157,003 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Property | ARIEL FUND INST'L CLASS | PropertyDesc |
| How Acquired | P | HowAcquiredCd |
| Acquired | 2022-06-09 | AcquiredDt |
| Sold | 2023-11-21 | SoldDt |
| Gross Sales Price | $119,334 | GrossSalesPriceAmt |
| Gain Or Loss | $119,334 | GainOrLossAmt |
| Gains Minus Excess Or Losses | $119,334 | GainsMinusExcessOrLossesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $119,334 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | $0 | NetShortTermCapitalGainLossAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $158,396 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $158,396 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $158,396 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $185,000 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $185,000 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $26,604 | OverpaymentAmt |
| Applied To ES Tax | $26,604 | AppliedToESTaxAmt |
| Refund | $0 | RefundAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (1) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | WA | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | 0 | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | WWW.SCHULTZFAMILYFOUNDATION.ORG | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RENEE RYAN COO & GEN COUNSEL | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 2064925420 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1329 N 47TH ST 31817 | AddressLine1Txt |
| City | SEATTLE | CityNm |
| State Abbreviation | WA | StateAbbreviationCd |
| ZIP | 98103 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | 0 | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | 0 | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | 0 | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | Yes (1) | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | Yes (1) | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | 0 | ActsFailToQlfyAsExceptionsInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | 0 | BusinessHoldingsInd |
| Jeopardy Investments | 0 | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | 0 | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | 0 | InfluenceLegislationInd |
| Influence Election | 0 | InfluenceElectionInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (6 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| SHERI KERSCH-SCHULTZ | ||||||||
| 1329 N 47TH ST 31817 | SEATTLE | WA | 98103 | TRUSTEE | 25.00 | $0 | $0 | $0 |
| HOWARD SCHULTZ | ||||||||
| 1329 N 47TH ST 31817 | SEATTLE | WA | 98103 | TRUSTEE | 5.00 | $0 | $0 | $0 |
| ADDISON SCHULTZ | ||||||||
| 1329 N 47TH ST 31817 | SEATTLE | WA | 98103 | TRUSTEE | 3.00 | $0 | $0 | $0 |
| VIVEK VARMA | ||||||||
| 1329 N 47TH ST 31817 | SEATTLE | WA | 98103 | VICE CHAIR | 25.00 | $0 | $0 | $0 |
| TYRA MARIANI | ||||||||
| 1329 N 47TH ST 31817 | SEATTLE | WA | 98103 | PRESIDENT (THRU 09/2023) | 38.00 | $529,678 | $36,365 | $0 |
| RENEE RYAN | ||||||||
| 1329 N 47TH ST 31817 | SEATTLE | WA | 98103 | COO & GEN. COUNSEL | 20.00 | $237,930 | $13,689 | $0 |
Compensation Highest Paid Empl CompensationHighestPaidEmplGrp (5 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee BenefitsEmployeeBenefitsAmt | Expense AccountExpenseAccountAmt |
|---|---|---|---|---|---|---|---|---|
| DAVID HINSON | ||||||||
| 1329 N 47TH ST 31817 | SEATTLE | WA | 98103 | MANAGING DIRECTOR | 38.00 | $384,992 | $42,405 | $0 |
| NWANDO OBELE | ||||||||
| 1329 N 47TH ST 31817 | SEATTLE | WA | 98103 | CHIEF LEARNING & IMP | 38.00 | $265,050 | $37,630 | $0 |
| ZACK HUTSON | ||||||||
| 1329 N 47TH ST 31817 | SEATTLE | WA | 98103 | CHIEF COMMUNICATIONS | 28.00 | $267,750 | $26,640 | $0 |
| MARIE GROARK | ||||||||
| 1329 N 47TH ST 31817 | SEATTLE | WA | 98103 | MANAGING DIRECTOR | 38.00 | $261,250 | $26,282 | $0 |
| RAJIV CHANDRASEKARAN | ||||||||
| 1329 N 47TH ST 31817 | SEATTLE | WA | 98103 | MANAGING DIRECTOR | 30.00 | $223,125 | $31,260 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Employee Paid Over50k | 11 | OtherEmployeePaidOver50kCnt |
Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp (5 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Service TypeServiceTypeTxt | CompensationCompensationAmt | Address Line1ForeignAddress/AddressLine1Txt | Address Line2ForeignAddress/AddressLine2Txt | CityForeignAddress/CityNm | CountryForeignAddress/CountryCd | Foreign PostalForeignAddress/ForeignPostalCd |
|---|---|---|---|---|---|---|---|---|---|---|
| BREAKWATER STUDIOS LLC | ||||||||||
| 4655 KINGSWELL AVENUE | LOS ANGELES | CA | 90027 | COMMUNICATIONS CONSULTING | $233,200 | |||||
| INFOGR8 LTD | ||||||||||
| WEBSITE DESIGN SERVICES | $128,500 | SOHO WORKS WHITE CITY TV CTR 101 | WOOD LANE | LONDON | UK | W12 7FR | ||||
| A GREEN RESULTS | ||||||||||
| 304 OLD MARLBORO ROAD | CONCORD | MA | 01742 | OPERATIONS CONSULTING | $116,063 | |||||
| YOUR PART-TIME CONTROLLER LLC | ||||||||||
| 1500 WALNUT STREET SUITE 1200 | PHILADELPHIA | PA | 19102 | ACCOUNTANCY SERVICES | $109,094 | |||||
| NICOLE DAVID INC | ||||||||||
| 200 PARK AVENUE SOUTH 8TH FLOOR | NEW YORK | NY | 10003 | STRATEGIC CONSULTING | $93,500 | |||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contractor Paid Over50k | 1 | ContractorPaidOver50kCnt |
Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | CONTINUED PROGRAMMATIC EFFORTS TO SUPPORT YOUTH TRANSITION TO ADULTHOOD INCLUDING THE LAUNCH OF THE 2024 AMERICAN OPPORTUNITY INDEX, BUILDING CAREER PATHWAYS THROUGH NATIONAL SERVICE AND ADVANCING YOUTH HOMELESSNESS PREVENTION STRATEGIES. | Description1Txt |
| Expenses1 | $319,224 | Expenses1Amt |
| Description2 | ACTIVITIES TO AMPLIFY GRANTEE PARTNERS, COMMUNICATE THE LAUNCH OF THE 2024 AMERICAN OPPORTUNITY INDEX AND WIDELY SHARE DIVERSION STRATEGIES TO PREVENT YOUTH HOMELESSNESS. | Description2Txt |
| Expenses2 | $33,675 | Expenses2Amt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $315,793,857 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $61,926,673 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $12,350,000 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $390,070,530 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $390,070,530 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $5,851,058 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $384,219,472 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $19,210,974 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $19,210,974 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $158,396 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $158,396 | TotalTaxAmt |
| Distributable Before Adj | $19,052,578 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $19,052,578 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $19,052,578 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $19,188,714 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $19,188,714 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $19,052,578 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Prior Year1 | 2021 | PriorYear1Yr |
| Prior Year2 | 2020 | PriorYear2Yr |
| Prior Year3 | 2019 | PriorYear3Yr |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $14,528,560 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $7,909,722 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr2 | $5,672,586 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $1,032,089 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $29,142,957 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $19,188,714 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $19,052,578 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $136,136 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $29,279,093 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $14,528,560 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $14,750,533 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $7,909,722 | ExcessFromYear4Amt |
| Excess From Year2 | $5,672,586 | ExcessFromYear2Amt |
| Excess From Year1 | $1,032,089 | ExcessFromYear1Amt |
| Excess From Current Year | $136,136 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | SHERI KERSCH-SCHULTZ | ContributingManagerNm |
| Contributing Manager | HOWARD SCHULTZ | ContributingManagerNm |
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | MANAGING DIRECTOR | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1329 N 47TH ST 31817 | AddressLine1Txt |
| City | SEATTLE | CityNm |
| State Abbreviation | WA | StateAbbreviationCd |
| ZIP | 98103 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 2064925420 | RecipientPhoneNum |
| Recipient Email Address | INFO@SCHULTZFAMILYFOUNDATION.ORG | RecipientEmailAddressTxt |
| Form And Info And Materials | A WRITTEN LETTER EXPLAINING THE REQUESTED GRANT. | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | NO SUBMISSION DEADLINE | SubmissionDeadlinesTxt |
| Restrictions On Awards | NO RESTRICTIONS | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (78 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|---|
| AMERICA NEEDS YOU | ||||||||
| 82 NASSAU ST 60358 | NEW YORK | NY | 10038 | N/A | PC | FURTHER CHARITABLE GOALS | $150,000 | |
| AMERICAN CORPORATE PARTNERS | ||||||||
| 2 GRAND CENTRAL TOWER 140 EAST 45TH | NEW YORK | NY | 10017 | N/A | PC | FURTHER CHARITABLE GOALS | $125,000 | STREET SUITE 19A |
| AMERICAN ENTERPRISE INSTITUTE | ||||||||
| 1789 MASSACHUSETTS AVENUE NW | WASHINGTON | DC | 20036 | N/A | PC | FURTHER CHARITABLE GOALS | $200,000 | |
| AMERICA'S SERVICE COMMISSIONS | ||||||||
| 455 MASSACHUSETTS AVE NW SUITE 153 | WASHINGTON | DC | 20001 | N/A | PC | FURTHER CHARITABLE GOALS | $375,000 | |
| BACKPACK BRIGADE | ||||||||
| 1111 E MADISON STREET | SEATTLE | WA | 98199 | N/A | PC | FURTHER CHARITABLE GOALS | $50,000 | |
| BARD COLLEGE | ||||||||
| PO BOX 5000 | ANNONDALE ON HUDSON | NY | 12504 | N/A | PC | FURTHER CHARITABLE GOALS | $250,000 | |
| BLACK AMBITION | ||||||||
| 360 NW 27TH ST | MIAMI | FL | 33127 | N/A | PC | FURTHER CHARITABLE GOALS | $110,000 | |
| BROTHERS FOR LIFE | ||||||||
| 270 SOUTH HANFORD STREET SUITE 207 | SEATTLE | WA | 98134 | N/A | PC | FURTHER CHARITABLE GOALS | $1,000,000 | |
| BURNING GLASS INSTITUTE | ||||||||
| PO BOX 671 | BALACYNWYD | PA | 19004 | N/A | PC | FURTHER CHARITABLE GOALS | $625,000 | |
| CAMPAIGN FOR THE FAIR SENTENCING OF YOUTH | ||||||||
| 1319 F STREET NW SUITE 303 | WASHINGTON | DC | 20004 | N/A | PC | FURTHER CHARITABLE GOALS | $125,000 | |
| CAREERVILLAGE | ||||||||
| 1475 COLUMBIA CT | PALO ALTO | CA | 94304 | N/A | PC | FURTHER CHARITABLE GOALS | $500,000 | |
| CODEPATH | ||||||||
| 5214F DIAMOND HTS BLVD UNIT 1154 | SAN FRANCISCO | CA | 94131 | N/A | PC | FURTHER CHARITABLE GOALS | $150,000 | |
| COMBINED ARMS | ||||||||
| 2929 MCKINNEY ST | HOUSTON | TX | 77003 | N/A | PC | FURTHER CHARITABLE GOALS | $200,000 | |
| COMMUNITY ROOTS HOUSING FOUNDATION | ||||||||
| 1620 12TH AVE STE 205 | SEATTLE | WA | 98122 | N/A | PC | FURTHER CHARITABLE GOALS | $10,000 | |
| CORPORATE AMERICA SUPPORTS YOU VETJOBSCOM | ||||||||
| 10 STONE FALCON COURT | LAKE ST LOUIS | MO | 63367 | N/A | PC | FURTHER CHARITABLE GOALS | $400,000 | |
| CREDIBLE MESSENGER MENTORING MOVEMENT | ||||||||
| 1200 U STREET NW | WASHINGTON | DC | 20009 | N/A | PC | FURTHER CHARITABLE GOALS | $150,000 | |
| DOCTORS WITHOUT BORDERS | ||||||||
| 40 RECTOR ST 16TH FL | NEW YORK | NY | 10006 | N/A | PC | FURTHER CHARITABLE GOALS | $30,000 | |
| EXALT YOUTH | ||||||||
| 17 BATTERY PLACE STE 307 | NEW YORK | NY | 10004 | N/A | PC | FURTHER CHARITABLE GOALS | $250,000 | |
| FARESTART | ||||||||
| 700 VIRGINIA STREET | SEATTLE | WA | 98101 | N/A | PC | FURTHER CHARITABLE GOALS | $100,000 | |
| FOOD LIFELINE | ||||||||
| 815 S 96TH STREET | SEATTLE | WA | 981084934 | N/A | PC | FURTHER CHARITABLE GOALS | $100,000 | |
| GLADIOLUS FOOD PANTRY INC | ||||||||
| 10511 GLADIOLUS DRIVE | FORT MEYERS | FL | 33908 | N/A | PC | FURTHER CHARITABLE GOALS | $10,000 | |
| HAWAII COMMUNITY FOUNDATION | ||||||||
| 827 FORT STREET MALL | HONOLULU | HI | 98613 | N/A | PC | FURTHER CHARITABLE GOALS | $30,000 | |
| HESPERUS | ||||||||
| 123 MAIN ST | SANTA FE | NM | 12345 | N/A | PC | FURTHER CHARITABLE GOALS | $100,000 | |
| HIRE HEROES USA | ||||||||
| 1360 UNION HILL ROAD SUITE 2A | ALPHARETTA | GA | 30004 | N/A | PC | FURTHER CHARITABLE GOALS | $400,000 | |
| HUMAN RIGHTS FOR KIDS | ||||||||
| 1250 CONNECTICUT AVE NW SUITE 700 | WASHINGTON | DC | 20036 | N/A | PC | FURTHER CHARITABLE GOALS | $10,000 | |
| INTERNATIONAL RESCUE COMMITTEE SEATTLE | ||||||||
| 1200 S 192ND STREET SUITE 100 | SEATAC | WA | 98148 | N/A | PC | FURTHER CHARITABLE GOALS | $20,000 | |
| JOBS FOR THE FUTURE | ||||||||
| 88 BROAD ST | BOSTON | MA | 02110 | N/A | PC | FURTHER CHARITABLE GOALS | $50,000 | |
| JOIN FREEWORLD | ||||||||
| 410 EAST SANTA CLARA STREET UNIT | SAN JOSE | CA | 95113 | N/A | PC | FURTHER CHARITABLE GOALS | $250,000 | 950 |
| LAHUI FOUNDATION | ||||||||
| PO BOX 138 | KAHUKU | HI | 96731 | N/A | PC | FURTHER CHARITABLE GOALS | $5,000 | |
| LIVING THROUGH GIVING FOUNDATION | ||||||||
| 12000 W PICO BLVD | LOS ANGELES | CA | 90064 | N/A | PC | FURTHER CHARITABLE GOALS | $275,000 | |
| MANAGEMENT LEADERSHIP FOR TOMORROW | ||||||||
| 7201 WISCONSIN AVE SUITE 400 | BETHESDA | MD | 20814 | N/A | PC | FURTHER CHARITABLE GOALS | $100,000 | |
| MARY'S PLACE | ||||||||
| 1830 9TH AVENUE | SEATTLE | WA | 98101 | N/A | PC | FURTHER CHARITABLE GOALS | $500,000 | |
| MAUI FOOD BANK | ||||||||
| 760 KOLU STREET | WAILUKU | HI | 96793 | N/A | PC | FURTHER CHARITABLE GOALS | $10,000 | |
| MAUI HUMANE SOCIETY | ||||||||
| PO BOX 1047 | PUUNENE | HI | 96784 | N/A | PC | FURTHER CHARITABLE GOALS | $5,000 | |
| MERCY CORPS | ||||||||
| 45 SW ANKENY STREET | PORTLAND | OR | 97204 | N/A | PC | FURTHER CHARITABLE GOALS | $100,000 | |
| NATIONAL COUNCIL FOR BEHAVIORAL HEALTH | ||||||||
| 1400 K STREET NW SUITE 400 | WASHINGTON | DC | 20005 | N/A | PC | FURTHER CHARITABLE GOALS | $25,000 | |
| NATIONAL GOVERNORS ASSOCIATION CENTER FOR BEST PRACTICES | ||||||||
| 444 NORTH CAPITOL STREET SUITE 267 | WASHINGTON | DC | 20001 | N/A | PC | FURTHER CHARITABLE GOALS | $300,000 | |
| NEIGHBORHOOD TRUST FINANCIAL PARTNERS | ||||||||
| 530 W 166TH STREET 4TH FLOOR | NEW YORK | NY | 10032 | N/A | PC | FURTHER CHARITABLE GOALS | $250,000 | |
| NEW HORIZONS MINISTRIES | ||||||||
| 2709 THIRD AVE | SEATTLE | WA | 98121 | N/A | PC | FURTHER CHARITABLE GOALS | $25,000 | |
| NEW VENTURE FUND | ||||||||
| 1201 CONNECTICUT AVENUE NW SUITE | WASHINGTON | DC | 20036 | N/A | PC | FURTHER CHARITABLE GOALS | $500,000 | 300 |
| NEW YORK UNIVERSITY | ||||||||
| 25 WEST FOURTH STREET 4TH FLOOR | NEW YORK | NY | 100121119 | N/A | PC | FURTHER CHARITABLE GOALS | $25,000 | |
| NORTHWEST HARVEST E M M | ||||||||
| PO BOX 12272 | SEATTLE | WA | 98102 | N/A | PC | FURTHER CHARITABLE GOALS | $100,000 | |
| OPPORTUNITY AMERICA EDUCATIONAL FUND | ||||||||
| 737 EIGHTH STREET SE | WASHINGTON | DC | 20003 | N/A | PC | FURTHER CHARITABLE GOALS | $600,000 | |
| PANORAMA GLOBAL | ||||||||
| 2101 4TH AVENUE SUITE 2100 | SEATTLE | WA | 98121 | N/A | PC | FURTHER CHARITABLE GOALS | $10,000 | |
| PHILANTHROPY FOR ACTIVE CIVIC ENGAGEMENT | ||||||||
| 611 PENNSYLVANIA AVE SE 372 | WASHINGTON | DC | 20003 | N/A | PC | FURTHER CHARITABLE GOALS | $25,000 | |
| PITCCH IN FOUNDATION | ||||||||
| PO BOX 38 | ALPINE | NJ | 07620 | N/A | PC | FURTHER CHARITABLE GOALS | $100,000 | |
| POINT SOURCE YOUTH | ||||||||
| 215 PARK AVENUE SOUTH 11TH FLOOR | NEW YORK | NY | 10003 | N/A | PC | FURTHER CHARITABLE GOALS | $275,000 | |
| PRECIOUS BLOOD MINISTRY OF RECONCILIATION | ||||||||
| PO BOX 09379 | CHICAGO | IL | 60609 | N/A | PC | FURTHER CHARITABLE GOALS | $50,000 | |
| PROJECT BASTA | ||||||||
| 315 WEST 36TH STREET | NEW YORK | NY | 10018 | N/A | PC | FURTHER CHARITABLE GOALS | $300,000 | |
| ROCKEFELLER PHILANTHROPY ADVISORS | ||||||||
| 6 WEST 48TH STREET 10TH FLOOR | NEW YORK | NY | 10036 | N/A | PC | FURTHER CHARITABLE GOALS | $100,000 | |
| SEATTLE CHILDREN'S HOSPITAL FOUNDATION | ||||||||
| PO BOX 5371 MS RC-507 | SEATTLE | WA | 98145 | N/A | PC | FURTHER CHARITABLE GOALS | $100,000 | |
| SEATTLE COLLEGES FOUNDATION | ||||||||
| PO BOX 20069 | SEATTLE | WA | 98102 | N/A | PC | FURTHER CHARITABLE GOALS | $150,000 | |
| SERVE WASHINGTON | ||||||||
| 302 SID SNYDER AVE SW | OLYMPIA | WA | 985043113 | N/A | GOV | FURTHER CHARITABLE GOALS | $140,000 | |
| SHRM FOUNDATION | ||||||||
| 1800 DUKE STREET | ALEXANDRIA | VA | 22314 | N/A | PC | FURTHER CHARITABLE GOALS | $35,000 | |
| SILVER LINING MENTORING | ||||||||
| 727 ATLANTIC AVENUE 3RD FLOOR | BOSTON | MA | 02111 | N/A | PC | FURTHER CHARITABLE GOALS | $25,000 | |
| SKILLUP COALITION | ||||||||
| 55 2ND STREET FLOOR 25 | SAN FRANCISCO | CA | 941053491 | N/A | PC | FURTHER CHARITABLE GOALS | $500,000 | |
| STILL SERVING VETERANS | ||||||||
| 626 CLINTON AVE W SUITE 200 | HUNTSVILLE | AL | 35801 | N/A | PC | FURTHER CHARITABLE GOALS | $100,000 | |
| STOLENYOUTH | ||||||||
| PO BOX 296 | SEATTLE | WA | 98111 | N/A | PC | FURTHER CHARITABLE GOALS | $25,000 | |
| SYRACUSE UNIVERSITY | ||||||||
| IVMF AT BARCLAY 150 CROUSE DRIVE | SYRACUSE | NY | 13244 | N/A | PC | FURTHER CHARITABLE GOALS | $750,000 | |
| TEAM RUBICON | ||||||||
| 6171 CENTURY BLVD SUITE 310 | LOS ANGELES | CA | 90045 | N/A | PC | FURTHER CHARITABLE GOALS | $200,000 | |
| THE ANTI-RECIDIVISM COALITION | ||||||||
| 1320 E 7TH ST SUITE 260 | LOS ANGELES | CA | 90021 | N/A | PC | FURTHER CHARITABLE GOALS | $150,000 | |
| THE ASPEN INSTITUTE | ||||||||
| 2300 N STREET NW 700 | WASHINGTON | DC | 200371122 | N/A | PC | FURTHER CHARITABLE GOALS | $75,000 | |
| THE CENTURY FOUNDATION | ||||||||
| ONE WHITEHALL STREET 15TH FLOOR | NEW YORK | NY | 10004 | N/A | PC | FURTHER CHARITABLE GOALS | $35,000 | |
| THE MOCKINGBIRD SOCIETY | ||||||||
| 2100 24TH AVE S SUITE 240 | SEATTLE | WA | 98144 | N/A | PC | FURTHER CHARITABLE GOALS | $25,000 | |
| THE NATIONAL MENTORING PARTNERSHIP INC | ||||||||
| 201 SOUTH STREET SUITE 615 | BOSTON | MA | 02111 | N/A | PC | FURTHER CHARITABLE GOALS | $1,000 | |
| THRIVE SCHOLARS | ||||||||
| 75 FEDERAL STREET SUITE 1250 | BOSTON | MA | 02110 | N/A | PC | FURTHER CHARITABLE GOALS | $150,000 | |
| TREEHOUSE | ||||||||
| 2100 24TH AVENUE SOUTH SUITE 200 | SEATTLE | WA | 981444643 | N/A | PC | FURTHER CHARITABLE GOALS | $250,000 | |
| TSNE MISSION WORKS | ||||||||
| 89 SOUTH STREET SUITE 700 | BOSTON | MA | 02111 | N/A | PC | FURTHER CHARITABLE GOALS | $20,000 | |
| TURKISH PHILANTHROPY FUNDS | ||||||||
| 1460 BROADWAY | NEW YORK | NY | 10036 | N/A | PC | FURTHER CHARITABLE GOALS | $30,000 | |
| UNITED SERVICE ORGANIZATION INC | ||||||||
| PO BOX 96860 | WASHINGTON | DC | 200777677 | N/A | PC | FURTHER CHARITABLE GOALS | $500,000 | |
| UNITED WAY OF KING COUNTY | ||||||||
| 720 2ND AVE | SEATTLE | WA | 98104 | N/A | PC | FURTHER CHARITABLE GOALS | $150,000 | |
| URBAN LEAGUE OF METROPOLITAN SEATTLE | ||||||||
| 105 14TH AVE SUITE 200 | SEATTLE | WA | 98122 | N/A | PC | FURTHER CHARITABLE GOALS | $20,000 | |
| WORKLIFE PARTNERSHIP | ||||||||
| 3513 BRIGHTON BLVD SUITE 489 | DENVER | CO | 80216 | N/A | PC | FURTHER CHARITABLE GOALS | $200,000 | |
| WORKMONEY FOUNDATION | ||||||||
| 790 N MILWAUKEE ST SUITE 300 | MILWAUKEE | WI | 53202 | N/A | PC | FURTHER CHARITABLE GOALS | $150,000 | |
| WORLD CENTRAL KITCHEN | ||||||||
| 1875 CONNECTICUT AVE NW 10TH FLOOR | WASHINGTON | DC | 20009 | N/A | PC | FURTHER CHARITABLE GOALS | $30,000 | |
| YEAR UP | ||||||||
| 2607 2ND AVE | SEATTLE | WA | 98121 | N/A | PC | FURTHER CHARITABLE GOALS | $66,000 | |
| YMCA OF GREATER SEATTLE | ||||||||
| 909 FOURTH AVE | SEATTLE | WA | 98104 | N/A | PC | FURTHER CHARITABLE GOALS | $483,000 | |
| YOUTHCARE | ||||||||
| 2500 NE 54TH ST | SEATTLE | WA | 98105 | N/A | PC | FURTHER CHARITABLE GOALS | $50,000 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $13,860,000 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $2,765,229 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $8,744,309 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $119,334 | ExclusionAmt |
Other Revenue Described OtherRevenueDescribedGrp (2 entries)
| DescDesc | ExclusionExclusionCd | ExclusionExclusionAmt |
|---|---|---|
| FEDERAL EXCISE TAX REFUND | 01 | $31,192 |
| EMPLOYEE BENEFIT PLAN REFUNDS | 01 | $68 |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $11,660,132 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $11,660,132 | TotalIncomeProducingActyAmt |
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Line Number | 1 | LineNumberTxt |
| Relationship Statement | PLEASE NOTE THAT THIS FILING DOES NOT REFLECT THE SCHULTZ FAMILY'S TOTAL FINANCIAL INVESTMENT IN PROJECTS SUPPORTING YOUTH TRANSITION TO ADULTHOOD AND OTHER CHARITABLE ACTIVITIES NOR ITS TOTAL RESPONSIVE GIVING. IN ADDITION TO DISTRIBUTIONS FROM THE SCHULTZ FAMILY FOUNDATION, ADDITIONAL FUNDING FROM THE SCHULTZ FAMILY IS DIRECTED THROUGH A DONOR ADVISED FUND. FOR MORE INFORMATION, PLEASE CONTACT THE SCHULTZ FAMILY FOUNDATION AT INFO@SCHULTZFAMILYFOUNDATION.ORG. | RelationshipStatementTxt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | 0 | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | 0 | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | 0 | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | 0 | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | 0 | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | 0 | RelationshipsNonchrtblEOInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| YOUR PART TIME CONTROLLER LLC | $109,094 | $27,274 | $0 | $81,820 |
| GRANT THORNTON, LLP | $17,880 | $8,940 | $0 | $8,940 |
General Explanation Attachment GeneralExplanationAttachment
General Explanation GeneralExplanationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | FORM 990-PF, PART I, LINES 13-15 & PART VII, LINES 1-2: | FormAndLineReferenceDesc |
| Medium Explanation | COST SHARING AGREEMENTALL INDIVIDUALS REPORTED ON THE SCHULTZ FAMILY FOUNDATION (THE "FOUNDATION") 2023 FORM 990-PF ARE EMPLOYED BY EMES PROJECT LLC ("EMES"). THE FOUNDATION AND EMES HAVE A FORMAL COST-SHARING AGREEMENT IN PLACE. TO THE EXTENT PROFESSIONAL SERVICES ARE PERFORMED BY EMPLOYEES OF EMES ON BEHALF OF THE FOUNDATION, THE FOUNDATION REIMBURSES EMES FOR THE COST OF THE FOUNDATION'S SHARE OF EMES' REASONABLE COSTS AND EXPENSES, BASED ON TIME INCURRED BY THE EMPLOYEES OF EMES, AT THE ACTUAL DIRECT AND INDIRECT COST OF SUCH PROFESSIONAL SERVICES PROVIDED BY EMES' EMPLOYEES TO THE FOUNDATION. EMES IS RESPONSIBLE FOR PAYMENT OF EXPENSES SUBJECT TO REIMBURSEMENT BY THE FOUNDATION. THE PROFESSIONAL SERVICES PROVIDED BY EMES' EMPLOYEES THAT ARE ALLOCABLE TO THE FOUNDATION ARE NECESSARY FOR CARRYING OUT THE FOUNDATION'S EXEMPT PURPOSES. THE COSTS OF SUCH PROFESSIONAL SERVICES SHALL INCLUDE REASONABLE COMPENSATION SUCH AS WEEKLY OR MONTHLY WAGES, BONUSES, EMPLOYEE BENEFITS SUCH AS MEDICAL INSURANCE, AND SIMILAR EXPENSES AS WELL AS ALL ASSOCIATED INDIRECT COSTS. AMOUNTS PAID UNDER THIS ARRANGEMENT IS REPRESENTED AT FAIR MARKET VALUE IN AN ARMS-LENGTH TRANSACTION. | MediumExplanationTxt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | PUBLICLY TRADED STOCKS | StockNm |
| EOY Book Value | $253,797,273 | EOYBookValueAmt |
| EOYFMV | $253,797,273 | EOYFMVAmt |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| US Govt Obligations Book Vl EOY | $57,550,617 | USGovtObligationsBookVlEOYAmt |
| US Govt Obligations EOYFMV | $57,550,617 | USGovtObligationsEOYFMVAmt |
| State Local Sec Book Vl EOY | $0 | StateLocalSecBookVlEOYAmt |
| State Local Sec EOYFMV | $0 | StateLocalSecEOYFMVAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | PRIVATE CAPITAL INVESTMENTS | CategoryOrItemTxt |
| Listed At Cost Or FMV | FMV | ListedAtCostOrFMVCd |
| Book Value | $12,350,000 | BookValueAmt |
| EOYFMV | $12,350,000 | EOYFMVAmt |
Land Etc Schedule2 LandEtcSchedule2
Land Etc LandEtcGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | FURNITURE, FIXTURES, & EQUIPMENT | CategoryOrItemTxt |
| Cost Or Other Basis | $583,613 | CostOrOtherBasisAmt |
| Accumulated Depreciation | $551,213 | AccumulatedDepreciationAmt |
| Book Value | $32,400 | BookValueAmt |
| EOYFMV | $32,400 | EOYFMVAmt |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp (2 entries)
| CategoryCategoryTxt | Legal FeesLegalFeesAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| PERKINS COIE, LLP | $15,353 | $0 | $0 | $15,353 |
| DLA PIPER | $14,374 | $14,374 | $0 | $0 |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp (3 entries)
| DescDesc | BOY Book ValueBOYBookValueAmt | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| PROGRAM RELATED INVESTMENT | $499,993 | $499,993 | $499,993 |
| OTHER RECEIVABLES | $712 | $1,628 | $1,628 |
| INTANGIBLE ASSETS | $0 | $30,000 | $30,000 |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail (2 entries)
| DescDesc | AmtAmt |
|---|---|
| UNREALIZED LOSS ON INVESTMENTS | $6,597,379 |
| IN-KIND CONTRIBUTIONS | $460,005 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (8 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| DIRECT CHARITABLE EXPENSE - PROGRAMMATIC | $319,224 | $0 | $0 | $319,224 |
| DIRECT CHARITABLE EXPENSE - COMMUNICATIONS | $33,675 | $0 | $0 | $33,675 |
| DUES & SUBSCRIPTIONS | $95,065 | $0 | $0 | $95,065 |
| SOFTWARE LICENSES | $9,072 | $0 | $0 | $9,072 |
| INSURANCE | $19,832 | $0 | $0 | $19,832 |
| FACILITIES | $3,580 | $0 | $0 | $3,580 |
| POSTAGE & MAIL | $644 | $0 | $0 | $644 |
| OFFICE SUPPLIES | $14 | $0 | $0 | $14 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt |
|---|---|---|---|
| FEDERAL EXCISE TAX REFUND | $31,192 | $0 | $0 |
| EMPLOYEE BENEFIT PLAN REFUNDS | $68 | $0 | $0 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | IN-KIND CONTRIBUTIONS | Desc |
| Amt | $460,005 | Amt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| STRATEGY CONSULTING | $712,976 | $0 | $0 | $712,976 |
| WEBSITE | $5,462 | $0 | $0 | $5,462 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | EXCISE TAXES | CategoryTxt |
| Amt | $186,475 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |