2024-05-13T12:43:10-05:00 2023-12-31 366055558 GRANT THORNTON LLP 75 STATE ST 13TH FLOOR BOSTON MA 02109 990PF 2023-01-01 911746414 SCHULTZ FAMILY FOUNDATION SCHU 2064925420 1329 N 47TH ST 31817 SEATTLE WA 98103 RENEE RYAN COO & GEN. COUNSEL 2064925420 2024-05-13 1 RENEE RYAN 999009999 1 ERIN COUTURE P01390592 6177237900 2 AAL1 IAL1 2023 2023-04-26 12:10:37Z X 375194129 X X 2765229 2765229 8744309 8744309 119334 119334 119334 31260 0 0 11660132 11628872 0 767608 0 0 767608 2690353 182875 0 2507478 474606 0 0 474606 29727 14374 0 15353 126974 36214 0 90760 718438 0 0 718438 186475 0 0 0 10209 0 0 174201 0 0 174201 99164 0 0 99164 481106 0 0 481106 5758861 233463 0 5328714 13860000 13860000 19618861 233463 0 19188714 -7958729 11395409 0 290379 63899 63899 67684498 50868319 50868319 55490945 57550617 57550617 254885135 253797273 253797273 10825000 12350000 12350000 583613 551213 42609 32400 32400 500705 531621 531621 389719271 375194129 375194129 6160 37126 6160 37126 X 0 0 0 0 389713111 375157003 389713111 375157003 389719271 375194129 389713111 -7958729 460005 382214387 7057384 375157003 ARIEL FUND INST'L CLASS P 2022-06-09 2023-11-21 119334 119334 119334 119334 0 158396 0 158396 0 158396 185000 0 0 0 185000 0 26604 26604 0 0 0 0 0 0 0 0 0 0 0 1 1 WA 1 0 0 0 0 1 WWW.SCHULTZFAMILYFOUNDATION.ORG RENEE RYAN COO & GEN COUNSEL 2064925420 1329 N 47TH ST 31817 SEATTLE WA 98103 0 0 0 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 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 529678 36365 0 RENEE RYAN 1329 N 47TH ST 31817 SEATTLE WA 98103 COO & GEN. COUNSEL 20.00 237930 13689 0 DAVID HINSON 1329 N 47TH ST 31817 SEATTLE WA 98103 MANAGING DIRECTOR 38.00 384992 42405 0 NWANDO OBELE 1329 N 47TH ST 31817 SEATTLE WA 98103 CHIEF LEARNING & IMP 38.00 265050 37630 0 ZACK HUTSON 1329 N 47TH ST 31817 SEATTLE WA 98103 CHIEF COMMUNICATIONS 28.00 267750 26640 0 MARIE GROARK 1329 N 47TH ST 31817 SEATTLE WA 98103 MANAGING DIRECTOR 38.00 261250 26282 0 RAJIV CHANDRASEKARAN 1329 N 47TH ST 31817 SEATTLE WA 98103 MANAGING DIRECTOR 30.00 223125 31260 0 11 BREAKWATER STUDIOS LLC 4655 KINGSWELL AVENUE LOS ANGELES CA 90027 COMMUNICATIONS CONSULTING 233200 INFOGR8 LTD SOHO WORKS WHITE CITY TV CTR 101 WOOD LANE LONDON UK W12 7FR WEBSITE DESIGN SERVICES 128500 A GREEN RESULTS 304 OLD MARLBORO ROAD CONCORD MA 01742 OPERATIONS CONSULTING 116063 YOUR PART-TIME CONTROLLER LLC 1500 WALNUT STREET SUITE 1200 PHILADELPHIA PA 19102 ACCOUNTANCY SERVICES 109094 NICOLE DAVID INC 200 PARK AVENUE SOUTH 8TH FLOOR NEW YORK NY 10003 STRATEGIC CONSULTING 93500 1 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. 319224 ACTIVITIES TO AMPLIFY GRANTEE PARTNERS, COMMUNICATE THE LAUNCH OF THE 2024 AMERICAN OPPORTUNITY INDEX AND WIDELY SHARE DIVERSION STRATEGIES TO PREVENT YOUTH HOMELESSNESS. 33675 0 315793857 61926673 12350000 390070530 0 0 390070530 5851058 384219472 19210974 19210974 158396 158396 19052578 0 19052578 0 19052578 19188714 0 19188714 19052578 0 2021 2020 2019 0 14528560 7909722 5672586 1032089 29142957 19188714 0 0 0 19052578 136136 0 0 29279093 0 0 0 0 0 0 14528560 14750533 7909722 5672586 1032089 136136 SHERI KERSCH-SCHULTZ HOWARD SCHULTZ MANAGING DIRECTOR 1329 N 47TH ST 31817 SEATTLE WA 98103 2064925420 INFO@SCHULTZFAMILYFOUNDATION.ORG A WRITTEN LETTER EXPLAINING THE REQUESTED GRANT. 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GREATER SEATTLE 909 FOURTH AVE SEATTLE WA 98104 N/A PC FURTHER CHARITABLE GOALS 483000 YOUTHCARE 2500 NE 54TH ST SEATTLE WA 98105 N/A PC FURTHER CHARITABLE GOALS 50000 13860000 0 14 2765229 14 8744309 18 119334 FEDERAL EXCISE TAX REFUND 01 31192 EMPLOYEE BENEFIT PLAN REFUNDS 01 68 0 11660132 0 11660132 1 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. 0 0 0 0 0 0 0 0 0 0 YOUR PART TIME CONTROLLER LLC 109094 27274 0 81820 GRANT THORNTON, LLP 17880 8940 0 8940 FORM 990-PF, PART I, LINES 13-15 & PART VII, LINES 1-2: 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. 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