SCHULTZ FAMILY FOUNDATION: Form 990PF, tax year 2022
View the entire original 990 at ProPublica ↗
- Organization
- SCHULTZ FAMILY FOUNDATION (EIN 91-1746414)
- Tax period
- 2022-01-01 to 2022-12-31
- Filed
- 2023-05-15
- IRS object ID
- 202321359349103502
- Schema version
- 2022v5.0
- 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
- Expenditure Responsibility Stmt
- General Explanation Attachment
- Investments Corp Stock Schedule
- Investments Govt Obligations Sch
- Investments Other 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 | 2023-05-15T12:12:26-05:00 | ReturnTs |
| Tax Period End | 2022-12-31 | 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 | 2022-01-01 | 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 | TYRA MARIANI | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 2064925420 | PhoneNum |
| Signature | 2023-05-15 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | TYRA | PersonFirstNm |
| Person Last | MARIANI | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | 0 | 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 | 2022 | TaxYr |
| Build TS | 2023-04-26 12:10:37Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Change | Yes (X) | AddressChangeInd |
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $389,719,271 | FMVAssetsEOYAmt |
| Method Of Accounting Other | Yes (X) | MethodOfAccountingOtherInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $300 | ContriRcvdRevAndExpnssAmt |
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Interest On Sav Rev And Expnss | $443,101 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $443,101 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $5,962,457 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $5,962,457 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | -$628,153 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $67,073,580 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $0 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $10,377 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $0 | OtherIncomeNetInvstIncmAmt |
| Other Income Adj Net Incm | $0 | OtherIncomeAdjNetIncmAmt |
| Total Rev And Expnss | $5,788,082 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $6,405,558 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $0 | TotalAdjNetIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $50,000 | 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 | $50,000 | CompOfcrDirTrstDsbrsChrtblAmt |
| Oth Empl Slrs Wgs Rev And Expnss | $686,496 | OthEmplSlrsWgsRevAndExpnssAmt |
| Oth Empl Slrs Wgs Net Invst Incm | $87,531 | OthEmplSlrsWgsNetInvstIncmAmt |
| Oth Empl Slrs Wgs Adj Net Incm | $0 | OthEmplSlrsWgsAdjNetIncmAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $598,965 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Pension Empl Bnft Rev And Expnss | $30,533 | PensionEmplBnftRevAndExpnssAmt |
| Pension Empl Bnft Net Invst Incm | $0 | PensionEmplBnftNetInvstIncmAmt |
| Pension Empl Bnft Adj Net Incm | $0 | PensionEmplBnftAdjNetIncmAmt |
| Pension Empl Bnft Dsbrs Chrtbl | $30,533 | PensionEmplBnftDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $83,310 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $38,855 | LegalFeesNetInvstIncmAmt |
| Legal Fees Adj Net Incm | $0 | LegalFeesAdjNetIncmAmt |
| Legal Fees Dsbrs Chrtbl | $44,455 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $141,548 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $38,582 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $0 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $102,966 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $317,925 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $25,000 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Adj Net Incm | $0 | OtherProfFeesAdjNetIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $292,925 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $1,635,000 | 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 | $132,361 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Net Invst Incm | $0 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Adj Net Incm | $0 | TravConfMeetingAdjNetIncmAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $132,361 | TravConfMeetingDsbrsChrtblAmt |
| Printing And Pub Rev And Expnss | $13,873 | PrintingAndPubRevAndExpnssAmt |
| Printing And Pub Net Invst Incm | $0 | PrintingAndPubNetInvstIncmAmt |
| Printing And Pub Adj Net Incm | $0 | PrintingAndPubAdjNetIncmAmt |
| Printing And Pub Dsbrs Chrtbl | $13,873 | PrintingAndPubDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $666,693 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $0 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Adj Net Incm | $0 | OtherExpensesAdjNetIncmAmt |
| Other Expenses Dsbrs Chrtbl | $666,693 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $3,767,948 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $189,968 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $1,932,771 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $18,170,058 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $18,170,058 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $21,938,006 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $189,968 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $20,102,829 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$16,149,924 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $6,215,590 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $1,394,471 | CashBOYAmt |
| Cash EOY | $290,379 | CashEOYAmt |
| Cash EOYFMV | $290,379 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $11,751,535 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $67,684,498 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $67,684,498 | SavAndTempCashInvstEOYFMVAmt |
| US Government Obligations BOY | $0 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $55,490,945 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $55,490,945 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $449,820,453 | CorporateStockBOYAmt |
| Corporate Stock EOY | $254,885,135 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $254,885,135 | CorporateStockEOYFMVAmt |
| Other Investments BOY | $0 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $10,825,000 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $10,825,000 | OtherInvestmentsEOYFMVAmt |
| Land Bldg Equip Cost Or Other Bss | $583,613 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $541,004 | LandBldgEquipAccumDeprecAmt |
| Land BOY | $52,818 | LandBOYAmt |
| Land EOY | $42,609 | LandEOYAmt |
| Land EOYFMV | $42,609 | LandEOYFMVAmt |
| Other Assets BOY | $500,062 | OtherAssetsBOYAmt |
| Other Assets EOY | $500,705 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $500,705 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $463,519,339 | TotalAssetsBOYAmt |
| Total Assets EOY | $389,719,271 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $389,719,271 | TotalAssetsEOYFMVAmt |
| Accounts Payable BOY | $7,640 | AccountsPayableBOYAmt |
| Accounts Payable EOY | $6,160 | AccountsPayableEOYAmt |
| Total Liabilities BOY | $7,640 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $6,160 | 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 | $463,511,699 | RetainedEarningBOYAmt |
| Retained Earning EOY | $389,713,111 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $463,511,699 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $389,713,111 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $463,519,339 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $389,719,271 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $463,511,699 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$16,149,924 | ExcessRevenueOverExpensesAmt |
| Other Increases | $460,004 | OtherIncreasesAmt |
| Subtotal | $447,821,779 | SubtotalAmt |
| Other Decreases | $58,108,668 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $389,713,111 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (32 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | Cost Or Other BasisCostOrOtherBasisAmt |
|---|---|---|---|---|---|---|---|
| ARIEL FUND INST'L CLASS | P | 2022-06-09 | 2022-11-22 | $183,017 | $183,017 | $183,017 | |
| JPMORGAN SHORT DURATION CORE PLUS I: JSDSX | P | 2021-04-16 | 2022-03-10 | $13,589,563 | -$647,285 | -$647,285 | $14,236,848 |
| VANGUARD ULTRA-SHORT-TERM BOND ADMIRAL: VUSFX | P | 2021-04-16 | 2022-03-10 | $13,888,152 | -$181,518 | -$181,518 | $14,069,670 |
| JPM 100% US TREAS FD - CAP FUND | P | 2022-12-14 | 2022-12-14 | $37 | $37 | $37 | |
| SCHWAB VARIABLE SHARE PRICE MONEY ULTRA: SVUXX | P | 2022-03-15 | 2022-12-22 | $144 | $0 | $0 | $144 |
| SCHWAB VARIABLE SHARE PRICE MONEY ULTRA: SVUXX | P | 2022-03-10 | 2022-12-22 | $15,986,117 | $9,588 | $9,588 | $15,976,529 |
| SCHWAB VARIABLE SHARE PRICE MONEY ULTRA: SVUXX | P | 2022-03-10 | 2022-12-20 | $1,500,450 | $750 | $750 | $1,499,700 |
| SCHWAB VARIABLE SHARE PRICE MONEY ULTRA: SVUXX | P | 2022-03-10 | 2022-12-13 | $10,000,000 | $4,998 | $4,998 | $9,995,002 |
| SCHWAB VARIABLE SHARE PRICE MONEY ULTRA: SVUXX | P | 2022-11-15 | 2022-12-02 | $84,466 | $0 | $0 | $84,466 |
| SCHWAB VARIABLE SHARE PRICE MONEY ULTRA: SVUXX | P | 2022-10-17 | 2022-12-02 | $85,422 | $8 | $8 | $85,414 |
| SCHWAB VARIABLE SHARE PRICE MONEY ULTRA: SVUXX | P | 2022-03-10 | 2022-12-02 | $3,630,111 | $1,451 | $1,451 | $3,628,660 |
| SCHWAB VARIABLE SHARE PRICE MONEY ULTRA: SVUXX | P | 2022-09-15 | 2022-10-05 | $70,174 | $7 | $7 | $70,167 |
| SCHWAB VARIABLE SHARE PRICE MONEY ULTRA: SVUXX | P | 2022-08-15 | 2022-10-05 | $57,599 | $11 | $11 | $57,588 |
| SCHWAB VARIABLE SHARE PRICE MONEY ULTRA: SVUXX | P | 2022-07-15 | 2022-10-05 | $45,987 | $19 | $19 | $45,968 |
| SCHWAB VARIABLE SHARE PRICE MONEY ULTRA: SVUXX | P | 2022-06-15 | 2022-10-05 | $22,657 | $7 | $7 | $22,650 |
| SCHWAB VARIABLE SHARE PRICE MONEY ULTRA: SVUXX | P | 2022-05-16 | 2022-10-05 | $12,287 | $4 | $4 | $12,283 |
| SCHWAB VARIABLE SHARE PRICE MONEY ULTRA: SVUXX | P | 2022-04-18 | 2022-10-05 | $5,396 | $1 | $1 | $5,395 |
| SCHWAB VARIABLE SHARE PRICE MONEY ULTRA: SVUXX | P | 2022-04-18 | 2022-10-05 | $1,846 | $1 | $1 | $1,845 |
| SCHWAB VARIABLE SHARE PRICE MONEY ULTRA: SVUXX | P | 2022-03-15 | 2022-10-05 | $92 | $0 | $0 | $92 |
| SCHWAB VARIABLE SHARE PRICE MONEY ULTRA: SVUXX | P | 2022-03-10 | 2022-10-05 | $3,902,060 | $1,950 | $1,950 | $3,900,110 |
| SCHWAB VARIABLE SHARE PRICE MONEY ULTRA: SVUXX | P | 2022-02-15 | 2022-10-05 | $92 | $0 | $0 | $92 |
| SCHWAB VARIABLE SHARE PRICE MONEY ULTRA: SVUXX | P | 2021-11-15 | 2022-10-05 | $101 | $0 | $0 | $101 |
| SCHWAB VARIABLE SHARE PRICE MONEY ULTRA: SVUXX | P | 2021-10-15 | 2022-10-05 | $124 | $0 | $0 | $124 |
| SCHWAB VARIABLE SHARE PRICE MONEY ULTRA: SVUXX | P | 2021-09-15 | 2022-10-05 | $211 | $0 | $0 | $211 |
| SCHWAB VARIABLE SHARE PRICE MONEY ULTRA: SVUXX | P | 2021-08-16 | 2022-10-05 | $225 | $0 | $0 | $225 |
| SCHWAB VARIABLE SHARE PRICE MONEY ULTRA: SVUXX | P | 2021-04-16 | 2022-10-05 | $7,149 | $0 | $0 | $7,149 |
| SCHWAB VARIABLE SHARE PRICE MONEY ULTRA: SVUXX | P | 2021-04-16 | 2022-09-16 | $207,081 | -$20 | -$20 | $207,101 |
| SCHWAB VARIABLE SHARE PRICE MONEY ULTRA: SVUXX | P | 2020-12-30 | 2022-09-16 | $293,019 | -$30 | -$30 | $293,049 |
| SCHWAB VARIABLE SHARE PRICE MONEY ULTRA: SVUXX | P | 2021-04-16 | 2022-08-22 | $1,500,000 | -$150 | -$150 | $1,500,150 |
| SCHWAB VARIABLE SHARE PRICE MONEY ULTRA: SVUXX | P | 2022-01-18 | 2022-03-17 | $53 | $0 | $0 | $53 |
| SCHWAB VARIABLE SHARE PRICE MONEY ULTRA: SVUXX | P | 2021-12-31 | 2022-03-17 | $236 | $0 | $0 | $236 |
| SCHWAB VARIABLE SHARE PRICE MONEY ULTRA: SVUXX | P | 2021-04-16 | 2022-03-17 | $1,999,712 | -$999 | -$999 | $2,000,711 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | -$628,153 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | -$627,953 | NetShortTermCapitalGainLossAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $86,397 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $86,397 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $86,397 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $85,000 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $1,475 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $86,475 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $78 | EsPenaltyAmt |
| Tax Due | $0 | TaxDueAmt |
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 | HTTPS://SCHULTZFAMILYFOUNDATION.ORG/ | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RENEE RYAN COO | 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 | Yes (1) | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Transactions Fail To Qlfy As Exc | 0 | TransactionsFailToQlfyAsExcInd |
| Maintained Expenditure Rspns | Yes (1) | MaintainedExpenditureRspnsInd |
| 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 (8 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 |
| MATTHEW MCCUTCHEN | ||||||||
| 1329 N 47TH ST 31817 | SEATTLE | WA | 98103 | TRUSTEE | 3.00 | $0 | $0 | $0 |
| ADDISON SCHULTZ | ||||||||
| 1329 N 47TH ST 31817 | SEATTLE | WA | 98103 | TRUSTEE | 3.00 | $0 | $0 | $0 |
| PATRICIA D HOROHO | ||||||||
| 1329 N 47TH ST 31817 | SEATTLE | WA | 98103 | TRUSTEE | 3.00 | $50,000 | $0 | $0 |
| DAN SAFIER | ||||||||
| 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 | 10.00 | $0 | $0 | $0 |
| TYRA MARIANI | ||||||||
| 1329 N 47TH ST 31817 | SEATTLE | WA | 98103 | PRESIDENT | 40.00 | $0 | $0 | $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 |
|---|---|---|---|---|---|---|---|---|
| MARIE GROARK | ||||||||
| 1329 N 47TH ST 31817 | SEATTLE | WA | 98103 | MANAGING DIR. SPECIA | 38.00 | $128,523 | $4,066 | $11,182 |
| DAVID HINSON | ||||||||
| 1329 N 47TH ST 31817 | SEATTLE | WA | 98103 | MANAGING DIRECTOR | 32.00 | $125,044 | $3,068 | $3,103 |
| FIONA YUNG | ||||||||
| 1329 N 47TH ST 31817 | SEATTLE | WA | 98103 | PROGRAM INITIATIVES | 38.00 | $77,481 | $816 | $8,065 |
| ELLEN GARDNER | ||||||||
| 1329 N 47TH ST 31817 | SEATTLE | WA | 98103 | SR. PROGRAM OFFICER | 38.00 | $81,373 | $3,581 | $27 |
| NWANDO OBELE | ||||||||
| 1329 N 47TH ST 31817 | SEATTLE | WA | 98103 | CHIEF LEARNING & IMP | 32.00 | $68,941 | $3,068 | $3,535 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Employee Paid Over50k | 3 | OtherEmployeePaidOver50kCnt |
Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp (5 entries)
| Address Line1ForeignAddress/AddressLine1Txt | Address Line2ForeignAddress/AddressLine2Txt | CityForeignAddress/CityNm | CountryForeignAddress/CountryCd | Foreign PostalForeignAddress/ForeignPostalCd | Service TypeServiceTypeTxt | CompensationCompensationAmt | Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Address Line2USAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|---|---|---|---|
| INFOGR8 LTD | |||||||||||
| SOHO WORKS WHITE CITY TV CTR 101 | WOOD LANE | LONDON | UK | W12 7FR | WEBSITE DESIGN SERVICES | $150,000 | |||||
| YOUR PART-TIME CONTROLLER LLC | |||||||||||
| ACCOUNTANCY SERVICES | $128,858 | 1500 WALNUT STREET SUITE 1200 | PHILADELPHIA | PA | 19102 | ||||||
| NICOLE DAVID INC | |||||||||||
| STRATEGIC CONSULTING | $110,500 | 200 PARK AVENUE SOUTH 8TH FLOOR | NEW YORK | NY | 10003 | ||||||
| APCO WORLDWIDE LLC | |||||||||||
| STRATEGIC CONSULTING | $99,000 | 1299 PENNSYLVANIA AVENUE NW SUITE | WASHINGTON | DC | 20004 | 300 | |||||
| WRIT LARGE INC | |||||||||||
| STRATEGIC CONSULTING | $63,306 | 1615 POSEN AVENUE | BERKELEY | CA | 94707 | ||||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | CONTINUED EFFORTS TO SUPPORT YOUTH TRANSITION TO ADULTHOOD INCLUDING A YOUTH SERVICE INITIATIVE ESTABLISHED TO RESPOND TO NATIONAL NEEDS BROUGHT ON BY THE COVID-19 PANDEMIC. | Description1Txt |
| Expenses1 | $506,013 | Expenses1Amt |
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 | $337,855,841 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $40,296,553 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $10,825,000 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $388,977,394 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $388,977,394 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $5,834,661 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $383,142,733 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $19,157,137 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $19,157,137 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $86,397 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $86,397 | TotalTaxAmt |
| Distributable Before Adj | $19,070,740 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $19,070,740 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $19,070,740 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $20,102,829 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $20,102,829 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $19,070,740 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Prior Year1 | 2020 | PriorYear1Yr |
| Prior Year2 | 2019 | PriorYear2Yr |
| Prior Year3 | 2018 | PriorYear3Yr |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $11,824,908 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $14,528,560 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $7,909,722 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr1 | $5,672,586 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $39,935,776 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $20,102,829 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $19,070,740 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $1,032,089 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $40,967,865 | 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 | $11,824,908 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $29,142,957 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $14,528,560 | ExcessFromYear4Amt |
| Excess From Year3 | $7,909,722 | ExcessFromYear3Amt |
| Excess From Year1 | $5,672,586 | ExcessFromYear1Amt |
| Excess From Current Year | $1,032,089 | 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 | CHIEF STRATEGY PROGRAM OFFICER | 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 (122 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|---|
| ABORTION CARE NETWORK | ||||||||
| 1300 I STREET NW SUITE 400E | WASHINGTON | DC | 20005 | N/A | PC | FURTHER CHARITABLE GOALS | $20,000 | |
| AMALGAMATED CHARITABLE FOUNDATION INC | ||||||||
| 1825 K STREET NW | WASHINGTON | DC | 20006 | N/A | PC | FURTHER CHARITABLE GOALS | $30,000 | |
| AMERICA ACHIEVES INC | ||||||||
| 244 FIFTH AVENUE SUITE F71 | NEW YORK | NY | 10001 | N/A | PC | FURTHER CHARITABLE GOALS | $15,000 | |
| 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 | $50,000 | STREET SUITE 19A |
| AMERICA'S SERVICE COMMISSIONS | ||||||||
| 455 MASSACHUSETTS AVE NW SUITE 153 | WASHINGTON | DC | 20001 | N/A | PC | FURTHER CHARITABLE GOALS | $400,000 | |
| APPRENTICESHIPS FOR AMERICA | ||||||||
| C/O ROBERT LERMAN 7213 BYBROOK LANE | CHEVY CHASE | MD | 20815 | N/A | PC | FURTHER CHARITABLE GOALS | $50,000 | |
| BACKPACK BRIGADE | ||||||||
| 1111 E MADISON STREET | SEATTLE | WA | 98199 | N/A | PC | FURTHER CHARITABLE GOALS | $50,000 | |
| BALTIMORE CORPS | ||||||||
| 2401 LIBERTY HEIGHTS AVE 2730 | BALTIMORE | MD | 21215 | N/A | PC | FURTHER CHARITABLE GOALS | $200,000 | |
| BARD COLLEGE | ||||||||
| PO BOX 5000 | ANNONDALE ON HUDSON | NY | 12504 | N/A | PC | FURTHER CHARITABLE GOALS | $250,000 | |
| BLUE MOUNTAIN COMMUNITY FOUNDATION | ||||||||
| PO BOX 603 | WALLA WALLA | WA | 99362 | N/A | PC | FURTHER CHARITABLE GOALS | $20,000 | |
| BRAVEN | ||||||||
| 100 N LASALLE STREET NO 310 | CHICAGO | IL | 60602 | N/A | PC | FURTHER CHARITABLE GOALS | $200,000 | |
| BUILDING CHANGES | ||||||||
| 1200 12TH AVENUE SOUTH SUITE 1200 | SEATTLE | WA | 98144 | N/A | PC | FURTHER CHARITABLE GOALS | $200,000 | |
| CAMPAIGN FOR THE FAIR SENTENCING OF YOUTH | ||||||||
| 1319 F STREET NW SUITE 303 | WASHINGTON | DC | 20004 | N/A | PC | FURTHER CHARITABLE GOALS | $105,000 | |
| CENTER FOR BLACK EDUCATOR DEVELOPMENT | ||||||||
| 7901 HIDDEN LANE | ELKINS PARK | PA | 19027 | N/A | PC | FURTHER CHARITABLE GOALS | $5,000 | |
| CHARITIES AID FOUNDATION AMERICA | ||||||||
| 225 REINEKERS LANE SUITE 375 | ALEXANDRIA | VA | 223142840 | N/A | PC | FURTHER CHARITABLE GOALS | $100,000 | |
| CLAYTON CHRISTENSEN INSTITUTE | ||||||||
| 92 HAYDEN AVE | LEXINGTON | MA | 02421 | N/A | PC | FURTHER CHARITABLE GOALS | $100,000 | |
| CLIMB HIRE | ||||||||
| 494 BOYNTON AVE | BERKELEY | CA | 94707 | N/A | PC | FURTHER CHARITABLE GOALS | $300,000 | |
| COALITION OF IMMOKALEE WORKERS | ||||||||
| PO BOX 603 | IMMOKALEE | FL | 34143 | N/A | PC | FURTHER CHARITABLE GOALS | $10,000 | |
| CODEPATH | ||||||||
| 5214F DIAMOND HTS BLVD UNIT 1154 | SAN FRANCISCO | CA | 94131 | N/A | PC | FURTHER CHARITABLE GOALS | $150,000 | |
| COMMON THREADS FARM | ||||||||
| PO BOX 841 | BELLINGHAM | WA | 98227 | N/A | PC | FURTHER CHARITABLE GOALS | $35,284 | |
| COMMUNITY FOUNDATION OF COLLIER COUNTY | ||||||||
| 1110 PINE RIDGE ROAD SUITE 200 | NAPLES | FL | 34108 | N/A | PC | FURTHER CHARITABLE GOALS | $15,000 | |
| COMMUNITY ROOTS HOUSING | ||||||||
| 1620 12TH AVE STE 205 | SEATTLE | WA | 98122 | N/A | PC | FURTHER CHARITABLE GOALS | $5,000 | |
| COMMUNITY SOLUTIONS | ||||||||
| 60 BROAD ST SUITE 2510A | NEW YORK | NY | 10004 | N/A | PC | FURTHER CHARITABLE GOALS | $100,000 | |
| COOP CAREERS | ||||||||
| 1747 QUESADA AVENUE | SAN FRANCISCO | CA | 94124 | N/A | PC | FURTHER CHARITABLE GOALS | $300,000 | |
| CORPORATE AMERICA SUPPORTS YOU | ||||||||
| 10 STONE FALCON COURT | LAKE ST LOUIS | MO | 63367 | N/A | PC | FURTHER CHARITABLE GOALS | $500,000 | |
| CREATIVE VISIONS FOUNDATION | ||||||||
| 18820 PACIFIC COAST HIGHWAY SUITE | MALIBU | CA | 90265 | N/A | PC | FURTHER CHARITABLE GOALS | $100,000 | 201 |
| EXALT YOUTH | ||||||||
| 17 BATTERY PLACE SUITE 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 | |
| FOUNDATION FOR APPALACHIAN KENTUCKY | ||||||||
| 420 MAIN STREET | HAZARD | KY | 41701 | N/A | PC | FURTHER CHARITABLE GOALS | $20,000 | |
| FOUNDATION FOR PUERTO RICO INC | ||||||||
| PO BOX 364029 | SAN JUAN | PR | 009364029 | N/A | PC | FURTHER CHARITABLE GOALS | $40,000 | |
| FOUNDERS FIRST COMMUNITY DEVELOPMENT CORPORATION INC | ||||||||
| 9920 PACIFIC HEIGHTS BLVD 430 | SAN DIEGO | CA | 92121 | N/A | PC | FURTHER CHARITABLE GOALS | $300,000 | |
| FRESH LIFELINES FOR YOUTH (FLY) | ||||||||
| 568 VALLEY WAY | MILPITAS | CA | 95035 | N/A | PC | FURTHER CHARITABLE GOALS | $75,000 | |
| GIRLS INC | ||||||||
| 120 WALL STREET | NEW YORK | NY | 100053902 | N/A | PC | FURTHER CHARITABLE GOALS | $250,000 | |
| GLOBAL GIVING | ||||||||
| 1 THOMAS CIRCLE NW 800 | WASHINGTON | DC | 20005 | N/A | PC | FURTHER CHARITABLE GOALS | $50,000 | |
| GOD'S PANTRY FOOD BANK | ||||||||
| 1685 JAGGIE FOX WAY | LEXINGTON | KY | 40511 | N/A | PC | FURTHER CHARITABLE GOALS | $10,000 | |
| GROUNDSWELL FUND | ||||||||
| 548 MARKET STREET 49734 | SAN FRANCISCO | CA | 94140 | N/A | PC | FURTHER CHARITABLE GOALS | $15,000 | |
| HANDS IN 4 YOUTH | ||||||||
| 256 MACOPIN RD | WEST MILFORD | NJ | 07480 | N/A | PC | FURTHER CHARITABLE GOALS | $25,000 | |
| HARRY CHAPIN FOODBANK OF SOUTHWEST FLORIDA | ||||||||
| 3760 FOWLER ST | FORT MEYERS | FL | 33901 | N/A | PC | FURTHER CHARITABLE GOALS | $15,000 | |
| HELLO NEIGHBOR | ||||||||
| 6587 HAMILTON AVENUE 1E | PITTSBURGH | PA | 15206 | N/A | PC | FURTHER CHARITABLE GOALS | $20,000 | |
| HIAS INC | ||||||||
| 1300 SPRING STREET 500 | SILVER SPRING | MD | 20910 | 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 | $500,000 | |
| HISPANIC FEDERATION INC | ||||||||
| 55 EXCHANGE PLACE 5TH FLOOR | NEW YORK | NY | 10005 | N/A | PC | FURTHER CHARITABLE GOALS | $10,000 | |
| HUMANE SOCIETY OF COLLIER COUNTY | ||||||||
| 370 AIRPORT-PULLING RD | NAPLES | FL | 34104 | N/A | PC | FURTHER CHARITABLE GOALS | $5,000 | |
| HUMBLE DESIGN INC | ||||||||
| 180 N SAGINAW | PONTIAC | MI | 48342 | N/A | PC | FURTHER CHARITABLE GOALS | $25,000 | |
| ICOULDBE | ||||||||
| 222 BROADWAY FLR 19 | NEW YORK | NY | 10038 | N/A | PC | FURTHER CHARITABLE GOALS | $50,000 | |
| IFOSTER | ||||||||
| 10049 MARTIS VALLEY ROAD | TRUCKEE | CA | 96161 | N/A | PC | FURTHER CHARITABLE GOALS | $163,900 | |
| IMENTOR | ||||||||
| 199 WATER STREET 8TH FLOOR | NEW YORK | NY | 10038 | N/A | PC | FURTHER CHARITABLE GOALS | $75,000 | |
| INNER CITY MUSLIM ACTION NETWORK | ||||||||
| 2744 W 63RD ST | CHICAGO | IL | 60629 | N/A | PC | FURTHER CHARITABLE GOALS | $50,000 | |
| JEWISH FEDERATION OF GREATER SEATTLE | ||||||||
| 2031 3RD AVE | SEATTLE | WA | 98121 | N/A | PC | FURTHER CHARITABLE GOALS | $25,000 | |
| JOBS FOR THE FUTURE | ||||||||
| 50 MILK STREET 17TH FLOOR | BOSTON | MA | 02109 | N/A | PC | FURTHER CHARITABLE GOALS | $325,000 | |
| JOIN FREEWORLD INC | ||||||||
| 410 EAST SANTA CLARA STREET UNIT | SAN JOSE | CA | 95113 | N/A | PC | FURTHER CHARITABLE GOALS | $250,000 | 950 |
| JUST CAPITAL FOUNDATION INC | ||||||||
| 44 EAST 30TH STREET 11TH FLOOR | NEW YORK | NY | 10016 | N/A | PC | FURTHER CHARITABLE GOALS | $100,250 | |
| KENTUCKY HUMANE SOCIETY | ||||||||
| 1000 LYNDON LN | LOUISVILLE | KY | 40222 | N/A | PC | FURTHER CHARITABLE GOALS | $5,000 | |
| KENTUCKY RIVER AREA DEVELOPMENT DISTRICT | ||||||||
| 941 NORTH MAIN ST | HAZARD | KY | 41701 | N/A | PC | FURTHER CHARITABLE GOALS | $5,000 | |
| KING BAUDOUIN FOUNDATION UNITED STATES | ||||||||
| 10 ROCKEFELLER PLAZA 16TH FLOOR | NEW YORK | NY | 10020 | N/A | PC | FURTHER CHARITABLE GOALS | $100,000 | |
| LEGAL COUNSEL FOR YOUTH AND CHILDREN | ||||||||
| PO BOX 28629 | SEATTLE | WA | 98118 | N/A | PC | FURTHER CHARITABLE GOALS | $50,000 | |
| LOCAL INITIATIVES SUPPORT CORPORATION | ||||||||
| 1220 PINE VALLEY ROAD | LITTLE ROCK | AR | 72207 | N/A | PC | FURTHER CHARITABLE GOALS | $26,400 | |
| MANAGEMENT LEADERSHIP FOR TOMORROW | ||||||||
| 7201 WISCONSIN AVE SUITE 400 | BETHESDA | MD | 20814 | N/A | PC | FURTHER CHARITABLE GOALS | $200,000 | |
| MARY'S PLACE | ||||||||
| 1830 9TH AVENUE | SEATTLE | WA | 98101 | N/A | PC | FURTHER CHARITABLE GOALS | $300,000 | |
| MERCY CORPS | ||||||||
| 45 SW ANKENY STREET | PORTLAND | OR | 97204 | N/A | PC | FURTHER CHARITABLE GOALS | $50,000 | |
| MIDWEST ACCESS COALITION | ||||||||
| PO BOX 408363 | CHICAGO | IL | 60640 | N/A | PC | FURTHER CHARITABLE GOALS | $20,000 | |
| NATIONAL NETWORK FOR YOUTH | ||||||||
| 741 8TH STREET SE | WASHINGTON | DC | 20003 | N/A | PC | FURTHER CHARITABLE GOALS | $1,750 | |
| NATIONAL NETWORK OF ABORTION FUNDS | ||||||||
| 9450 SW GEMINI DRIVE PMB 16009 | BEAVERTON | OR | 97008 | N/A | PC | FURTHER CHARITABLE GOALS | $20,000 | |
| NEIGHBORHOOD TRUST FINANCIAL PARTNERS | ||||||||
| 530 W 166TH STREET 4TH FLOOR | NEW YORK | NY | 10032 | N/A | PC | FURTHER CHARITABLE GOALS | $250,000 | |
| NEW AMERICA FOUNDATION | ||||||||
| 740 15TH STREET NW SUITE 900 | WASHINGTON | DC | 20005 | N/A | PC | FURTHER CHARITABLE GOALS | $350,000 | |
| NEW ORLEANS ABORTION FUND | ||||||||
| PO BOX 850773 | NEW ORLEANS | LA | 70185 | N/A | PC | FURTHER CHARITABLE GOALS | $20,000 | |
| NEW PROFIT | ||||||||
| 225 FRANKLIN STREET SUITE 350 | BOSTON | MA | 02110 | N/A | PC | FURTHER CHARITABLE GOALS | $500,000 | |
| NEW YORK UNIVERSITY | ||||||||
| 25 WEST FOURTH STREET 4TH FLOOR | NEW YORK | NY | 100121119 | N/A | PC | FURTHER CHARITABLE GOALS | $50,000 | |
| 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 | $600,000 | |
| PERSEVERE NOW | ||||||||
| 4163 WILLOW LAKE BLVD | MEMPHIS | TN | 38118 | N/A | PC | FURTHER CHARITABLE GOALS | $175,000 | |
| PIKE PLACE MARKET FOUNDATION | ||||||||
| 93 PIKE STREET 310 | SEATTLE | WA | 98101 | N/A | PC | FURTHER CHARITABLE GOALS | $10,000 | |
| POINT SOURCE YOUTH | ||||||||
| 215 PARK AVENUE SOUTH 11TH FLOOR | NEW YORK | NY | 10003 | N/A | PC | FURTHER CHARITABLE GOALS | $510,000 | |
| 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 | |
| RAZOM INC | ||||||||
| 140 2ND AVENUE SUITE 305 | NEW YORK | NY | 10003 | N/A | PC | FURTHER CHARITABLE GOALS | $100,000 | |
| RIGHT TO START | ||||||||
| 25228 LA LOMA DRIVE | LOS ALTOS HILLS | CA | 94022 | N/A | PC | FURTHER CHARITABLE GOALS | $200,000 | |
| ROCKEFELLER PHILANTHROPY ADVISORS | ||||||||
| 6 WEST 48TH STREET 10TH FLOOR | NEW YORK | NY | 10036 | N/A | PC | FURTHER CHARITABLE GOALS | $125,000 | |
| SAFE STREETS CAMPAIGN | ||||||||
| 622 TACOMA AVENUE S FLOOR 1 | TACOMA | WA | 98402 | N/A | PC | FURTHER CHARITABLE GOALS | $58,838 | |
| SAVE THE CHILDREN | ||||||||
| 501 KINGS HWY E - SUITE 400 | FAIRFIELD | CT | 06825 | N/A | PC | FURTHER CHARITABLE GOALS | $50,000 | |
| SEATTLE FOUNDATION | ||||||||
| 1601 FIFTH AVENUE SUITE 1900 | SEATTLE | WA | 981013151 | N/A | PC | FURTHER CHARITABLE GOALS | $50,000 | |
| SERVE WASHINGTON | ||||||||
| 302 SID SNYDER AVE SW | OLYMPIA | WA | 985043113 | N/A | GOV | FURTHER CHARITABLE GOALS | $440,000 | |
| SERVICE YEAR EXCHANGE INC | ||||||||
| 1400 EYE ST NW SUITE 900 | WASHINGTON | DC | 20005 | N/A | PC | FURTHER CHARITABLE GOALS | $10,000 | |
| SILVER LINING MENTORING INC | ||||||||
| 727 ATLANTIC AVE | BOSTON | MA | 02111 | N/A | PC | FURTHER CHARITABLE GOALS | $50,000 | |
| SISTER SONG | ||||||||
| PO BOX 94408 | ATLANTA | GA | 30377 | N/A | PC | FURTHER CHARITABLE GOALS | $15,000 | |
| SKILLUP COALITION | ||||||||
| 55 2ND STREET FLOOR 25 | SAN FRANCISCO | CA | 941053491 | N/A | PC | FURTHER CHARITABLE GOALS | $470,000 | |
| SOS INTERNATIONAL | ||||||||
| 1500 ARLINGTON AVENUE | LOUSIVILLE | KY | 40206 | N/A | PC | FURTHER CHARITABLE GOALS | $10,000 | |
| SOUTHWEST FLORIDA COMMUNITY FOUNDATION (DBA COLLABORATORY) | ||||||||
| 2031 JACKSON ST | FORT MYERS | FL | 33901 | N/A | PC | FURTHER CHARITABLE GOALS | $20,000 | |
| STOLENYOUTH | ||||||||
| PO BOX 296 | SEATTLE | WA | 98111 | N/A | PC | FURTHER CHARITABLE GOALS | $10,000 | |
| SUMMIT COMMUNITY CENTER | ||||||||
| 1830 BROADWAY AVE | SEATTLE | WA | 98122 | N/A | PC | FURTHER CHARITABLE GOALS | $25,000 | |
| SYRACUSE UNIVERSITY | ||||||||
| SYRACUSE UNIVERSITY IVMF AT BARCLAY | SYRACUSE | NY | 13244 | N/A | PC | FURTHER CHARITABLE GOALS | $1,000,000 | 150 CROUSE DRIVE |
| TEAM RUBICON | ||||||||
| 6171 CENTURY BLVD SUITE 310 | LOS ANGELES | CA | 90045 | N/A | PC | FURTHER CHARITABLE GOALS | $200,000 | |
| THE BRIGID ALLIANCE | ||||||||
| PO BOX 58 PLANETARIUM STATION | NEW YORK | NY | 10024 | N/A | PC | FURTHER CHARITABLE GOALS | $20,000 | |
| THE CENTURY FOUNDATION INC | ||||||||
| ONE WHITEHALL ST | NEW YORK | NY | 10004 | N/A | PC | FURTHER CHARITABLE GOALS | $10,000 | |
| THE FORUM FOR YOUTH INVESTMENT | ||||||||
| THE CADY-LEE HOUSE 7064 EASTERN | WASHINGTON | DC | 20012 | N/A | PC | FURTHER CHARITABLE GOALS | $75,000 | AVENUE NW |
| THE MISSION CONTINUES | ||||||||
| 1141 SOUTH 7TH STREET | ST LOUIS | MO | 63104 | N/A | PC | FURTHER CHARITABLE GOALS | $25,000 | |
| 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 | $325,000 | |
| THE OPPORTUNITY NETWORK | ||||||||
| 85 BROAD STREET 6TH FLOOR | NEW YORK | NY | 10004 | N/A | PC | FURTHER CHARITABLE GOALS | $300,000 | |
| THE VOTER PARTICIPATION CENTER | ||||||||
| 1707 L STREET NW | WASHINGTON | DC | 20036 | N/A | PC | FURTHER CHARITABLE GOALS | $50,000 | |
| 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 | $607,871 | |
| TUCSON AFGHAN COMMUNITY | ||||||||
| 1115 S REDCOLT ROAD | TUCSON | AZ | 85748 | N/A | PC | FURTHER CHARITABLE GOALS | $15,000 | |
| UNITED SERVICE ORGANIZATION | ||||||||
| PO BOX 96860 | WASHINGTON | DC | 200777677 | N/A | PC | FURTHER CHARITABLE GOALS | $500,000 | |
| UNITED WAY OF BENTON & FRANKLIN COUNTIES | ||||||||
| 401 N YOUNG STREET | KENNEWICK | WA | 99336 | N/A | PC | FURTHER CHARITABLE GOALS | $17,273 | |
| UNITED WAY OF KING COUNTY | ||||||||
| 720 2ND AVE | SEATTLE | WA | 98104 | N/A | PC | FURTHER CHARITABLE GOALS | $3,820 | |
| UNIVERSITY OF WASHINGTON FOUNDATION | ||||||||
| PO BOX 353200 | SEATTLE | WA | 981951210 | N/A | PC | FURTHER CHARITABLE GOALS | $216,000 | |
| URBAN LEAGUE OF METROPOLITAN SEATTLE | ||||||||
| 105 14TH AVE SUITE 200 | SEATTLE | WA | 98122 | N/A | PC | FURTHER CHARITABLE GOALS | $15,000 | |
| WASHINGTON LOW INCOME HOUSING ALLIANCE | ||||||||
| 100 WEST HARRISON ST NORTH TOWER | SEATTLE | WA | 98119 | N/A | PC | FURTHER CHARITABLE GOALS | $1,500 | SUITE N220 |
| WASHINGTON SERVICE CORPS | ||||||||
| PO BOX 9046 | OLYMPIA | WA | 985079046 | N/A | GOV | FURTHER CHARITABLE GOALS | $114,172 | |
| WASHINGTON TECHNOLOGY INDUSTRY ASSOCIATION DBA APPRENTI | ||||||||
| 1595 NW GILMAN BLVD SUITE 6B | ISSAQUAH | WA | 98027 | N/A | PC | FURTHER CHARITABLE GOALS | $325,000 | |
| WHOLE WOMAN'S HEALTH ALLIANCE | ||||||||
| 1001 EAST MARKET STREET SUITE 200 | CHARLOTTESVILLE | VA | 22902 | N/A | PC | FURTHER CHARITABLE GOALS | $40,000 | |
| WORKLIFE PARTNERSHIP | ||||||||
| CATALYST C/O WORKLIFE PARTNERSHIP | DENVER | CO | 80216 | N/A | PC | FURTHER CHARITABLE GOALS | $500,000 | 3513 BRIGHTON BLVD SUITE 489 |
| WORKMONEY FOUNDATION | ||||||||
| 790 N MILWAUKEE ST SUITE 300 | MILWAUKEE | WI | 53202 | N/A | PC | FURTHER CHARITABLE GOALS | $150,000 | |
| YMCA OF GREATER SEATTLE | ||||||||
| 909 FOURTH AVE | SEATTLE | WA | 98104 | N/A | PC | FURTHER CHARITABLE GOALS | $333,000 | |
| YOUNG WOMEN'S CHRISTIAN ASSOCIATION OF SEATTLE - KING COUNTY - SNOHOMISH CO | ||||||||
| 1118 FIFTH AVE | SEATTLE | WA | 98101 | N/A | PC | FURTHER CHARITABLE GOALS | $15,000 | |
| YOUTHBUILD USA | ||||||||
| 1785 COLUMBUS AVE SUITE 500 | ROXBURY | MA | 02119 | N/A | PC | FURTHER CHARITABLE GOALS | $500,000 | |
| 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 | $18,170,058 | 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 | $443,101 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $5,962,457 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | -$628,153 | ExclusionAmt |
Other Revenue Described OtherRevenueDescribedGrp (2 entries)
| DescDesc | ExclusionExclusionCd | ExclusionExclusionAmt |
|---|---|---|
| FEDERAL EXCISE TAX REFUND | 01 | $4,747 |
| EMPLOYEE BENEFIT PLAN REFUNDS | 01 | $5,630 |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $5,787,782 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $5,787,782 | 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 | $128,768 | $32,192 | $0 | $96,576 |
| GRANT THORNTON, LLP | $12,780 | $6,390 | $0 | $6,390 |
Expenditure Responsibility Stmt ExpenditureResponsibilityStmt
Expenditure Responsibility ExpenditureResponsibilityGrp
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | FAIR FIGHT ACTION INC | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1270 CAROLINE STREET NE STE | AddressLine1Txt |
| Address Line2 | D120-432 | AddressLine2Txt |
| City | ATLANTA | CityNm |
| State Abbreviation | GA | StateAbbreviationCd |
| ZIP | 30307 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant | 2021-12-17 | GrantDt |
| Grant | $500,000 | GrantAmt |
| Purpose Of Grant | TO PROMOTE FAIR ELECTIONS AROUND THE COUNTRY, ENCOURAGE VOTER PARTICIPATION IN ELECTIONS, AND EDUCATE VOTERS ABOUT ELECTIONS AND THEIR VOTING RIGHTS. FAIR FIGHT ACTION BRINGS AWARENESS TO THE PUBLIC ON ELECTION REFORM, ADVOCATES FOR ELECTION REFORM AT ALL LEVELS, AND ENGAGES IN OTHER VOTER EDUCATION PROGRAMS AND COMMUNICATIONS. THE FUNDS ARE RESTRICTED TO BE USED FOR VOTER EDUCATION PURPOSES AND PROHIBITS SUB-GRANTS TO POLITICAL ACTION COMMITTEES AS WELL AS LOBBYING CAMPAIGNS. | PurposeOfGrantTxt |
| Expended By Grantee | $500,000 | ExpendedByGranteeAmt |
| Any Diversion By Grantee | NO | AnyDiversionByGranteeTxt |
| Dates Of Reports By Grantee | 5/1/2022 & 12/15/2022 | DatesOfReportsByGranteeTxt |
| Verification | 2022-12-31 | VerificationDt |
| Results Of Verification | TO THE BEST OF THE FOUNDATION'S KNOWLEDGE, THE GRANTEE HAS NOT DIVERTED ANY PORTION OF THE FUNDS FROM THE PURPOSE OF THE GRANT. | ResultsOfVerificationTxt |
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") 2022 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 OF ITS SHARE OF SUCH EXPENSES. 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 | $254,885,135 | EOYBookValueAmt |
| EOYFMV | $254,885,135 | EOYFMVAmt |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| US Govt Obligations Book Vl EOY | $55,490,945 | USGovtObligationsBookVlEOYAmt |
| US Govt Obligations EOYFMV | $55,490,945 | USGovtObligationsEOYFMVAmt |
| State Local Sec Book Vl EOY | $0 | StateLocalSecBookVlEOYAmt |
| State Local Sec EOYFMV | $0 | StateLocalSecEOYFMVAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (4 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| C2FO CAPFIN SPV I, LLC | FMV | $10,000,000 | $10,000,000 |
| GINJAN BROS, INC. | FMV | $250,000 | $250,000 |
| LENOX AVENUE HOSPITALITY, INC. D/B/A SUGAR HILL CREAMERY | FMV | $75,000 | $75,000 |
| AMP COMMUNITY, INC. | FMV | $500,000 | $500,000 |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp (2 entries)
| CategoryCategoryTxt | Legal FeesLegalFeesAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| PERKINS COIE, LLP | $44,455 | $0 | $0 | $44,455 |
| DLA PIPER | $38,855 | $38,855 | $0 | $0 |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp (2 entries)
| DescDesc | BOY Book ValueBOYBookValueAmt | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| PROGRAM RELATED INVESTMENT | $499,993 | $499,993 | $499,993 |
| OTHER RECEIVABLES | $69 | $712 | $712 |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail (2 entries)
| DescDesc | AmtAmt |
|---|---|
| UNREALIZED LOSS ON INVESTMENTS | $57,648,664 |
| IN-KIND CONTRIBUTIONS | $460,004 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (10 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| DIRECT CHARITABLE EXPENSE | $506,013 | $0 | $0 | $506,013 |
| DUES & SUBSCRIPTIONS | $102,986 | $0 | $0 | $102,986 |
| SOFTWARE LICENSES | $30,328 | $0 | $0 | $30,328 |
| INSURANCE | $20,730 | $0 | $0 | $20,730 |
| PAYROLL/HR ADMIN FEES | $5,408 | $0 | $0 | $5,408 |
| POSTAGE & MAIL | $732 | $0 | $0 | $732 |
| MISC. ADMIN EXPENSE | $41 | $0 | $0 | $41 |
| OFFICE SUPPLIES | $59 | $0 | $0 | $59 |
| BANK CHARGES | $328 | $0 | $0 | $328 |
| BUSINESS LICENSES | $68 | $0 | $0 | $68 |
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 | $4,747 | $0 | $0 |
| EMPLOYEE BENEFIT PLAN REFUNDS | $5,630 | $0 | $0 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | IN-KIND CONTRIBUTIONS | Desc |
| Amt | $460,004 | Amt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (5 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| STRATEGY CONSULTING | $234,534 | $0 | $0 | $234,534 |
| HUMAN RESOURCES/RECRUITING | $0 | $0 | $0 | $0 |
| IT SUPPORT | $11,782 | $0 | $0 | $11,782 |
| WEBSITE | $46,609 | $0 | $0 | $46,609 |
| INVESTMENT MANAGEMENT | $25,000 | $25,000 | $0 | $0 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | EXCISE TAXES | CategoryTxt |
| Amt | $1,635,000 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |