SCHULTZ FAMILY FOUNDATION: Form 990PF, tax year 2021
View the entire original 990 at ProPublica ↗
- Organization
- SCHULTZ FAMILY FOUNDATION (EIN 91-1746414)
- Tax period
- 2021-01-01 to 2021-12-31
- Filed
- 2022-05-16
- IRS object ID
- 202201369349102180
- Schema version
- 2021v4.2
- 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
- Schedule B
- Accounting Fees Schedule
- Expenditure Responsibility Stmt
- Investments Corp Stock Schedule
- Legal Fees Schedule
- Other Assets Schedule
- Other Decreases Schedule
- Other Expenses Schedule
- Other Increases Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2022-05-16T10:27:27-05:00 | ReturnTs |
| Tax Period End | 2021-12-31 | 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 | 2021-01-01 | 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 | 508 YALE AVENUE N | AddressLine1Txt |
| City | SEATTLE | CityNm |
| State Abbreviation | WA | StateAbbreviationCd |
| ZIP | 98109 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | TYRA MARIANI | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 2064925420 | PhoneNum |
| Signature | 2022-05-16 | 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 |
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 | 3 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2021 | TaxYr |
| Build TS | 2022-09-23 18:48:47Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $463,519,339 | 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 | $22,905,500 | ContriRcvdRevAndExpnssAmt |
| Dividends Rev And Expnss | $6,080,686 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $6,080,686 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $129,821,806 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $171,749,955 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $129,821,806 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $158,807,992 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $135,902,492 | 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 | $618,177 | OthEmplSlrsWgsRevAndExpnssAmt |
| Oth Empl Slrs Wgs Net Invst Incm | $0 | OthEmplSlrsWgsNetInvstIncmAmt |
| Oth Empl Slrs Wgs Adj Net Incm | $0 | OthEmplSlrsWgsAdjNetIncmAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $618,177 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Pension Empl Bnft Rev And Expnss | $141,994 | PensionEmplBnftRevAndExpnssAmt |
| Pension Empl Bnft Net Invst Incm | $0 | PensionEmplBnftNetInvstIncmAmt |
| Pension Empl Bnft Adj Net Incm | $0 | PensionEmplBnftAdjNetIncmAmt |
| Pension Empl Bnft Dsbrs Chrtbl | $141,994 | PensionEmplBnftDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $11,446 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $0 | LegalFeesNetInvstIncmAmt |
| Legal Fees Adj Net Incm | $0 | LegalFeesAdjNetIncmAmt |
| Legal Fees Dsbrs Chrtbl | $11,446 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $135,356 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $41,491 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $0 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $93,865 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $648,063 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $21,250 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Adj Net Incm | $0 | OtherProfFeesAdjNetIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $626,813 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $525,000 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $0 | TaxesNetInvstIncmAmt |
| Taxes Adj Net Incm | $0 | TaxesAdjNetIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Deprec And Dpltn Rev And Expnss | $10,212 | DeprecAndDpltnRevAndExpnssAmt |
| Deprec And Dpltn Net Invst Incm | $0 | DeprecAndDpltnNetInvstIncmAmt |
| Deprec And Dpltn Adj Net Incm | $0 | DeprecAndDpltnAdjNetIncmAmt |
| Trav Conf Meeting Rev And Expnss | $15,237 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Net Invst Incm | $0 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Adj Net Incm | $0 | TravConfMeetingAdjNetIncmAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $15,237 | TravConfMeetingDsbrsChrtblAmt |
| Printing And Pub Rev And Expnss | $22,375 | PrintingAndPubRevAndExpnssAmt |
| Printing And Pub Net Invst Incm | $0 | PrintingAndPubNetInvstIncmAmt |
| Printing And Pub Adj Net Incm | $0 | PrintingAndPubAdjNetIncmAmt |
| Printing And Pub Dsbrs Chrtbl | $22,375 | PrintingAndPubDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $623,311 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $0 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Adj Net Incm | $0 | OtherExpensesAdjNetIncmAmt |
| Other Expenses Dsbrs Chrtbl | $623,311 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $2,801,171 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $62,741 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $2,203,218 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $22,023,766 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $22,023,766 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $24,824,937 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $62,741 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $24,226,984 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $133,983,055 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $135,839,751 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $4,676,659 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $13,146,006 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $13,146,006 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $419,457,602 | CorporateStockBOYAmt |
| Corporate Stock EOY | $449,820,453 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $449,820,453 | CorporateStockEOYFMVAmt |
| Land Bldg Equip Cost Or Other Bss | $583,613 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $530,795 | LandBldgEquipAccumDeprecAmt |
| Land BOY | $46,780 | LandBOYAmt |
| Land EOY | $52,818 | LandEOYAmt |
| Land EOYFMV | $52,818 | LandEOYFMVAmt |
| Other Assets BOY | $0 | OtherAssetsBOYAmt |
| Other Assets EOY | $500,062 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $500,062 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $424,181,041 | TotalAssetsBOYAmt |
| Total Assets EOY | $463,519,339 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $463,519,339 | TotalAssetsEOYFMVAmt |
| Accounts Payable EOY | $7,640 | AccountsPayableEOYAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $7,640 | 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 | $424,181,041 | RetainedEarningBOYAmt |
| Retained Earning EOY | $463,511,699 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $424,181,041 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $463,511,699 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $424,181,041 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $463,519,339 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $424,181,041 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $133,983,055 | ExcessRevenueOverExpensesAmt |
| Other Increases | $335,001 | OtherIncreasesAmt |
| Subtotal | $558,499,097 | SubtotalAmt |
| Other Decreases | $94,987,398 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $463,511,699 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (45 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| APPLE INC. | D | 2019-05-29 | 2021-01-27 | $1,589,644 | $487,996 | $1,101,648 | $1,101,648 |
| APPLE INC. | D | 2015-07-21 | 2021-01-27 | $1,445,131 | $306,063 | $1,139,068 | $1,139,068 |
| FIMM GOVERNMENT PORTFOLIO INSTL. CL. | D | 2020-10-30 | 2021-04-12 | $22,499,950 | $22,500,000 | -$50 | -$50 |
| SCHWAB VARIABLE SHARE PRICE MONEY FUND ULTRA: SVUXX | D | 2020-12-30 | 2021-01-06 | $5,000,000 | $5,000,058 | -$58 | -$58 |
| SCHWAB VARIABLE SHARE PRICE MONEY FUND ULTRA: SVUXX | D | 2020-12-30 | 2021-01-06 | $2,500,000 | $2,499,750 | $250 | $250 |
| SCHWAB VARIABLE SHARE PRICE MONEY FUND ULTRA: SVUXX | D | 2020-12-30 | 2021-03-19 | $6,240,000 | $6,240,000 | $0 | $0 |
| SCHWAB VARIABLE SHARE PRICE MONEY FUND ULTRA: SVUXX | D | 2020-12-30 | 2021-09-16 | $3,946,184 | $3,946,184 | $0 | $0 |
| SCHWAB VARIABLE SHARE PRICE MONEY FUND ULTRA: SVUXX | D | 2021-04-16 | 2021-10-27 | $600,000 | $600,000 | $0 | $0 |
| STARBUCKS CORP COM | D | 1992-06-26 | 2021-01-05 | $1,068,341 | $100 | $1,068,241 | $1,068,241 |
| STARBUCKS CORP COM | D | 1992-06-26 | 2021-12-06 | $12,499,294 | $1,125 | $12,498,169 | $12,498,169 |
| STARBUCKS CORP COM | D | 1992-06-26 | 2021-12-07 | $8,481,944 | $760 | $8,481,184 | $8,481,184 |
| STARBUCKS CORP COM | D | 1992-06-26 | 2021-12-08 | $17,287,358 | $1,525 | $17,285,833 | $17,285,833 |
| STARBUCKS CORP COM | D | 1992-06-26 | 2021-12-08 | $5,838,026 | $515 | $5,837,511 | $5,837,511 |
| STARBUCKS CORP COM | D | 1992-06-26 | 2021-12-09 | $9,893,484 | $850 | $9,892,634 | $9,892,634 |
| STARBUCKS CORP COM | D | 1992-06-26 | 2021-12-09 | $6,392,661 | $550 | $6,392,111 | $6,392,111 |
| STARBUCKS CORP COM | D | 1992-06-26 | 2021-12-10 | $8,607,148 | $740 | $8,606,408 | $8,606,408 |
| STARBUCKS CORP COM | D | 1992-06-26 | 2021-12-13 | $697,205 | $60 | $697,145 | $697,145 |
| STARBUCKS CORP COM | D | 1992-06-26 | 2021-12-14 | $7,061,016 | $605 | $7,060,411 | $7,060,411 |
| STARBUCKS CORP COM | D | 1992-06-26 | 2021-12-14 | $9,907,253 | $850 | $9,906,403 | $9,906,403 |
| STARBUCKS CORP COM | D | 1992-06-26 | 2021-12-15 | $2,500,424 | $215 | $2,500,209 | $2,500,209 |
| STARBUCKS CORP COM | D | 1992-06-26 | 2021-12-16 | $177,978 | $15 | $177,963 | $177,963 |
| STARBUCKS CORP COM | D | 1992-06-26 | 2021-12-16 | $2,065,446 | $180 | $2,065,266 | $2,065,266 |
| STARBUCKS CORP COM | D | 1992-06-26 | 2021-12-17 | $1,841,125 | $160 | $1,840,965 | $1,840,965 |
| STARBUCKS CORP COM | D | 1992-06-26 | 2021-12-20 | $3,709,450 | $325 | $3,709,125 | $3,709,125 |
| STARBUCKS CORP COM | D | 1992-06-26 | 2021-12-20 | $2,434,637 | $188 | $2,434,449 | $2,434,449 |
| STARBUCKS CORP COM | D | 1992-06-26 | 2021-12-20 | $3,571,601 | $275 | $3,571,326 | $3,571,326 |
| TRUPANION INC. | D | 2013-02-15 | 2021-01-05 | $48,808 | $1,620 | $47,188 | $47,188 |
| TRUPANION INC. | D | 2013-02-15 | 2021-01-04 | $287,056 | $9,566 | $277,490 | $277,490 |
| TRUPANION INC. | D | 2012-01-03 | 2021-01-04 | $782,415 | $26,782 | $755,633 | $755,633 |
| TRUPANION INC. | D | 2008-12-15 | 2021-01-13 | $99,875 | $1,397 | $98,478 | $98,478 |
| TRUPANION INC. | D | 2008-12-15 | 2021-01-12 | $381,818 | $5,336 | $376,482 | $376,482 |
| TRUPANION INC. | D | 2008-12-15 | 2021-01-11 | $194,422 | $2,720 | $191,702 | $191,702 |
| TRUPANION INC. | D | 2008-12-15 | 2021-01-08 | $1,044,854 | $14,579 | $1,030,275 | $1,030,275 |
| TRUPANION INC. | D | 2008-12-15 | 2021-01-08 | $34,967 | $488 | $34,479 | $34,479 |
| TRUPANION INC. | D | 2012-01-13 | 2021-01-08 | $351,493 | $9,001 | $342,492 | $342,492 |
| TRUPANION INC. | D | 2013-02-15 | 2021-01-08 | $667,775 | $22,199 | $645,576 | $645,576 |
| TRUPANION INC. | D | 2008-12-15 | 2021-11-09 | $6,156,509 | $85,000 | $6,071,509 | $6,071,509 |
| TRUPANION INC. | D | 2008-12-15 | 2021-11-16 | $2,244,196 | $29,296 | $2,214,900 | $2,214,900 |
| TRUPANION INC. | D | 2010-05-10 | 2021-11-16 | $994,411 | $12,981 | $981,430 | $981,430 |
| TRUPANION INC. | D | 2010-05-10 | 2021-11-16 | $43,105 | $563 | $42,542 | $42,542 |
| TRUPANION INC. | D | 2010-05-10 | 2021-11-18 | $1,248,674 | $16,179 | $1,232,495 | $1,232,495 |
| TRUPANION INC. | D | 2010-05-04 | 2021-11-18 | $2,005,200 | $25,981 | $1,979,219 | $1,979,219 |
| TRUPANION INC. | D | 2007-04-23 | 2021-12-09 | $3,156,498 | $32,390 | $3,124,108 | $3,124,108 |
| TRUPANION INC. | D | 2007-04-23 | 2021-12-09 | $3,880,243 | $39,816 | $3,840,427 | $3,840,427 |
| TRUPANION INC. | D | 2010-05-04 | 2021-12-09 | $272,336 | $3,166 | $269,170 | $269,170 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $129,821,806 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | $142 | NetShortTermCapitalGainLossAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $1,888,173 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $1,888,173 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $1,888,173 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $405,442 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $1,550,000 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $1,955,442 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $34,021 | EsPenaltyAmt |
| Overpayment | $33,248 | OverpaymentAmt |
| Applied To ES Tax | $33,248 | 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 | HTTPS://SCHULTZFAMILYFOUNDATION.ORG/ | WebsiteAddressTxt |
| Individual With Books | ALISON GREEN COO | IndividualWithBooksNm |
| Phone | 2064925420 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 508 YALE AVE N | AddressLine1Txt |
| City | SEATTLE | CityNm |
| State Abbreviation | WA | StateAbbreviationCd |
| ZIP | 98109 | 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 | ||||||||
| 508 YALE AVENUE N | SEATTLE | WA | 98109 | TRUSTEE | 25.00 | $0 | $0 | $0 |
| HOWARD SCHULTZ | ||||||||
| 508 YALE AVENUE N | SEATTLE | WA | 98109 | TRUSTEE | 5.00 | $0 | $0 | $0 |
| MATTHEW MCCUTCHEN | ||||||||
| 508 YALE AVENUE N | SEATTLE | WA | 98109 | TRUSTEE | 3.00 | $0 | $0 | $0 |
| ADDISON SCHULTZ | ||||||||
| 508 YALE AVENUE N | SEATTLE | WA | 98109 | TRUSTEE | 3.00 | $0 | $0 | $0 |
| PATRICIA D HOROHO | ||||||||
| 508 YALE AVENUE N | SEATTLE | WA | 98109 | TRUSTEE | 3.00 | $50,000 | $0 | $0 |
| DAN SAFIER | ||||||||
| 508 YALE AVENUE N | SEATTLE | WA | 98109 | TRUSTEE | 3.00 | $0 | $0 | $0 |
| VIVEK VARMA | ||||||||
| 508 YALE AVENUE N | SEATTLE | WA | 98109 | VICE CHAIR | 10.00 | $0 | $0 | $0 |
| TYRA MARIANI | ||||||||
| 508 YALE AVENUE N | SEATTLE | WA | 98109 | PRESIDENT | 40.00 | $0 | $0 | $0 |
Compensation Highest Paid Empl CompensationHighestPaidEmplGrp (4 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 L GROARK | ||||||||
| 508 YALE AVENUE N | SEATTLE | WA | 98109 | PROGRAM DIRECTOR | 40.00 | $159,910 | $24,685 | $1,000 |
| ALISON U GREEN | ||||||||
| 508 YALE AVENUE N | SEATTLE | WA | 98109 | CHIEF OPERATIONS OFF | 40.00 | $149,150 | $12,575 | $900 |
| ELLEN H GARDNER | ||||||||
| 508 YALE AVENUE N | SEATTLE | WA | 98109 | SENIOR PROGRAM OFFIC | 40.00 | $115,207 | $11,096 | $1,000 |
| JOSHUA T BEERMAN | ||||||||
| 508 YALE AVENUE N | SEATTLE | WA | 98109 | OFFICE MANAGER | 40.00 | $57,128 | $21,078 | $900 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp (5 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Service TypeServiceTypeTxt | CompensationCompensationAmt |
|---|---|---|---|---|---|
| COMMON GROUP | |||||
| 1853 WEBSTER STREET | SAN FRANCISCO | CA | 94115 | STRATEGIC CONSULTING | $165,585 |
| NEW IMPACT | |||||
| 4111 EAST MADISON STREET 56 | SEATTLE | WA | 98112 | STRATEGIC CONSULTING | $125,000 |
| YOUR PART-TIME CONTROLLER LLC | |||||
| 1500 WALNUT STREET SUITE 1200 | PHILADELPHIA | PA | 19102 | ACCOUNTANCY SERVICES | $104,755 |
| FIONA SHUE-PUI YUNG | |||||
| 83-51 116TH STREET APT 2 | RICHMOND HILL | NY | 11418 | STRATEGIC CONSULTING | $90,025 |
| SISGI GROUP | |||||
| 6475 E PACIFIC COAST HIGHWAY | LONG BEACH | CA | 90803 | STRATEGIC CONSULTING | $88,093 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contractor Paid Over50k | 2 | 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 | $431,449 | Expenses1Amt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | TO PROVIDE FUNDING TO SMALL AND MEDIUM SIZED BUSINESSES OWNED AND OPERATED BY MEMBERS OF COMMUNITIES THAT HAVE BEEN HISTORICALLY UNDERSERVED, UNDERFUNDED OR DISCRIMINATED AGAINST, INCLUDING PEOPLE OF COLOR, WOMEN, MILITARY VETERANS AND LGBTQ+ PERSONS OR LOCATED IN LOW INCOME AREAS AND PROVIDING ESSENTIAL GOODS AND SERVICES. | Description1Txt |
| Expenses1 | $499,993 | Expenses1Amt |
| Total | $499,993 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $413,760,868 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $11,468,865 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $425,229,733 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $425,229,733 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $6,378,446 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $418,851,287 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $20,942,564 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $20,942,564 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $1,888,173 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $1,888,173 | TotalTaxAmt |
| Distributable Before Adj | $19,054,391 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $19,054,391 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $19,054,391 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $24,226,984 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $499,993 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $24,726,977 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $19,054,391 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Prior Year1 | 2019 | PriorYear1Yr |
| Prior Year2 | 2018 | PriorYear2Yr |
| Prior Year3 | 2017 | PriorYear3Yr |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $4,022,431 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $11,824,908 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $14,528,560 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $7,909,722 | ExcessDistributionCyovYr2Amt |
| Total Excess Distribution Cyov | $38,285,621 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $24,726,977 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $19,054,391 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $5,672,586 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $43,958,207 | 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 | $4,022,431 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $39,935,776 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $11,824,908 | ExcessFromYear4Amt |
| Excess From Year3 | $14,528,560 | ExcessFromYear3Amt |
| Excess From Year2 | $7,909,722 | ExcessFromYear2Amt |
| Excess From Current Year | $5,672,586 | 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 | PROGRAM DIRECTOR | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 508 YALE AVE N | AddressLine1Txt |
| City | SEATTLE | CityNm |
| State Abbreviation | WA | StateAbbreviationCd |
| ZIP | 98109 | 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 (134 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|---|
| AFGHAN COMMUNITY CULTURE CENTER | ||||||||
| 792 N MOLLISON AVE 11 | EL CAJON | CA | 92021 | N/A | PC | FURTHER CHARITABLE GOALS | $45,000 | |
| AFRICATOWN INTERNATIONAL | ||||||||
| PO BOX 426 | RENTON | WA | 98057 | N/A | PC | FURTHER CHARITABLE GOALS | $60,000 | |
| AMERICA'S SERVICE COMMISSIONS | ||||||||
| 455 MASSACHUSETTS AVE NW SUITE 153 | WASHINGTON | DC | 20001 | N/A | PC | FURTHER CHARITABLE GOALS | $50,000 | |
| AUSTIN AREA URBAN LEAGUE | ||||||||
| 8011A CAMERON RD BUILDING A-100 | AUSTIN | TX | 78754 | N/A | PC | FURTHER CHARITABLE GOALS | $20,000 | |
| AUSTIN PETS ALIVE | ||||||||
| 1156 WEST CESAR CHAVEZ | AUSTIN | TX | 78703 | N/A | PC | FURTHER CHARITABLE GOALS | $5,000 | |
| AWAKEN INC | ||||||||
| 400 SOUTH WALNUT STREET 200 | MUNICE | IN | 47305 | N/A | PC | FURTHER CHARITABLE GOALS | $15,000 | |
| BALTIMORE CORPS | ||||||||
| 2401 LIBERTY HEIGHTS AVE 2730 | BALTIMORE | MD | 21215 | N/A | PC | FURTHER CHARITABLE GOALS | $200,000 | |
| BRAVEN | ||||||||
| 100 N LASALLE STREETNO 310 | CHICAGO | IL | 60602 | N/A | PC | FURTHER CHARITABLE GOALS | $400,000 | |
| BUDDHIST TZU CHI FOUNDATION | ||||||||
| 1100 S VALLEY CENTER AVE | SAN DIMAS | CA | 91773 | N/A | PC | FURTHER CHARITABLE GOALS | $15,000 | |
| BUILDING CHANGES | ||||||||
| 1200 12TH AVENUE SOUTH | SEATTLE | WA | 98144 | N/A | PC | FURTHER CHARITABLE GOALS | $50,000 | |
| BUTTE AMERICA FOUNDATION | ||||||||
| 1117 NORTH EMMET | BUTTE | MT | 59701 | N/A | PC | FURTHER CHARITABLE GOALS | $15,000 | |
| CALIFORNIA IMMIGRANTS RESOURCES CENTER | ||||||||
| 1600 SACRAMENTO INN WAY 128 | SACRAMENTO | CA | 95815 | N/A | PC | FURTHER CHARITABLE GOALS | $15,000 | |
| CAMPAIGN FOR THE FAIR SENTENCING OF YOUTH | ||||||||
| 1319 F STREET NW SUITE 303 | WASHINGTON | DC | 20004 | N/A | PC | FURTHER CHARITABLE GOALS | $150,000 | |
| CENTER FOR COMMUNITY STEWARDSHIP | ||||||||
| 116 NORTH FEW STREET SUITE 3 | MADISON | WI | 53703 | N/A | PC | FURTHER CHARITABLE GOALS | $15,000 | |
| CHANGE TODAY CHANGE TOMORROW | ||||||||
| 1753 BARDTOWN RD | LOUSIVILLE | KY | 40205 | N/A | PC | FURTHER CHARITABLE GOALS | $10,000 | |
| 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 | |
| COASTAL COMMUNITY CONSULTING | ||||||||
| 925 BEHRMAN HWY STE 15 | GRETNA | LA | 70056 | N/A | PC | FURTHER CHARITABLE GOALS | $10,000 | |
| COMBINED ARMS | ||||||||
| 2929 MCKINNEY ST | HOUSTON | TX | 77003 | N/A | PC | FURTHER CHARITABLE GOALS | $45,000 | |
| COMMON THREADS FARM | ||||||||
| PO BOX 841 | BELLINGHAM | WA | 98227 | N/A | PC | FURTHER CHARITABLE GOALS | $494,298 | |
| COMMUNITY FOUNDATION OF NORTH CENTRAL WISCONSIN | ||||||||
| 500 FIRST STREET SUITE 2600 | WAUSAU | WI | 54403 | N/A | PC | FURTHER CHARITABLE GOALS | $15,000 | |
| COMMUNITY SERVICES AGENCY INC | ||||||||
| 844 LINDEN DRIVE 9 | GREEN BAY | WI | 54311 | N/A | PC | FURTHER CHARITABLE GOALS | $45,000 | |
| COOP CAREERS | ||||||||
| 1747 QUESADA AVENUE | SAN FRANCISCO | CA | 94124 | N/A | PC | FURTHER CHARITABLE GOALS | $300,000 | |
| CORPORATE AMERICA SUPPORTS YOU VETJOBSCOM | ||||||||
| 10 STONE FALCON COURT | LAKE ST LOUIS | MO | 63367 | N/A | PC | FURTHER CHARITABLE GOALS | $1,000,000 | |
| DOCTORS WITHOUT BORDERS | ||||||||
| 40 RECTOR ST | NEW YORK | NY | 10006 | N/A | PC | FURTHER CHARITABLE GOALS | $20,000 | |
| ELEANOR WHITMORE EARLY CHILDHOOD CENTER | ||||||||
| 2 GINGERBREAD LANE EXTENSION | EAST HAMPTON | NY | 11937 | N/A | PC | FURTHER CHARITABLE GOALS | $20,000 | |
| EQUAL JUSTICE INITIATIVE | ||||||||
| 122 COMMERCE STREET | MONTGOMERY | AL | 36104 | N/A | PC | FURTHER CHARITABLE GOALS | $250,000 | |
| EVERY CAMPUS A REFUGE | ||||||||
| 4803 TARA DRIVE | GREENSBORO | NC | 27410 | N/A | PC | FURTHER CHARITABLE GOALS | $45,000 | |
| FAIR COUNT | ||||||||
| PO BOX 170382 | ATLANTA | GA | 31317 | N/A | PC | FURTHER CHARITABLE GOALS | $350,000 | |
| FAIR FIGHT ACTION INC | ||||||||
| 1270 CAROLINE STREET NE | ATLANTA | GA | 30307 | N/A | NC | FURTHER CHARITABLE GOALS | $500,000 | |
| FALIS COMMUNITY SERVICE | ||||||||
| 10615 SE 256TH STREET | KENT | WA | 980306809 | N/A | PC | FURTHER CHARITABLE GOALS | $15,000 | |
| FEEDING AMERICA KENTUCKY'S HEARTLAND | ||||||||
| PO BOX 821 | ELIZABETHTOWN | KY | 42702 | N/A | PC | FURTHER CHARITABLE GOALS | $25,000 | |
| FEEDING TEXAS | ||||||||
| 1524 SOUTH IH-35 STE 342 | AUSTIN | TX | 78704 | N/A | PC | FURTHER CHARITABLE GOALS | $25,000 | |
| FINN2FINN ALLIANCE INC (DBA WELL BEINGS) | ||||||||
| 217 WEST 18TH STREET | NEW YORK | NY | 10011 | N/A | PC | FURTHER CHARITABLE GOALS | $25,000 | |
| FONKOZE USA | ||||||||
| 1900 L STREET NW | WASHINGTON | DC | 20036 | N/A | PC | FURTHER CHARITABLE GOALS | $20,000 | |
| FOOD BANK OF THE RIO GRANDE VALLEY | ||||||||
| 724 N CAGE BLVD | PHARR | TX | 78577 | N/A | PC | FURTHER CHARITABLE GOALS | $10,000 | |
| FOOD LIFELINE | ||||||||
| 815 S 96TH STREET | SEATTLE | WA | 981084934 | N/A | PC | FURTHER CHARITABLE GOALS | $100,000 | |
| FRIENDSHIP-WEST FAITH FORMULA HUMAN SERVICES | ||||||||
| 2020 W WHEATLAND ROAD | DALLAS | TX | 75232 | N/A | PC | FURTHER CHARITABLE GOALS | $20,000 | |
| GENERATION USA | ||||||||
| 1200 19TH STREET NW | WASHINGTON | DC | 20036 | N/A | PC | FURTHER CHARITABLE GOALS | $300,000 | |
| GIRLS INC | ||||||||
| 120 WALL STREET | NEW YORK | NY | 100053902 | N/A | PC | FURTHER CHARITABLE GOALS | $300,000 | |
| GREATERGOOD | ||||||||
| 600 UNIVERSITY STREET | SEATTLE | WA | 98101 | N/A | PC | FURTHER CHARITABLE GOALS | $5,000 | |
| GRID 110 | ||||||||
| 800 WILSHIRE BLVD | LOS ANGELES | CA | 90017 | N/A | PC | FURTHER CHARITABLE GOALS | $125,000 | |
| HAVE FAITH HAITI MISSION | ||||||||
| 29836 TELEGRAPH ROAD | SOUTHFIELD | MI | 48034 | N/A | PC | FURTHER CHARITABLE GOALS | $10,000 | |
| HEARTS & HOMES FOR REFUGEES | ||||||||
| PO BOX 8558 | PELHAM | NY | 10803 | N/A | PC | FURTHER CHARITABLE GOALS | $15,000 | |
| HELLO NEIGHBOR | ||||||||
| 6587 HAMILTON AVENUE | PITTSBURGH | PA | 15206 | N/A | PC | FURTHER CHARITABLE GOALS | $225,000 | |
| HIRE HEROES USA | ||||||||
| 1360 UNION HILL ROAD | ALPHARETTA | GA | 30004 | N/A | PC | FURTHER CHARITABLE GOALS | $1,000,000 | |
| HOMES NOT BORDERS | ||||||||
| 4318 HAMILTON STREET 10 | HYATTSVILLE | MD | 20781 | N/A | PC | FURTHER CHARITABLE GOALS | $15,000 | |
| HOPE FOR HAITI | ||||||||
| 121 5TH AVE NORTH | NAPLES | FL | 34102 | N/A | PC | FURTHER CHARITABLE GOALS | $25,000 | |
| HOPE FOR SAN DIEGO | ||||||||
| 1831 S EL CAMINO REAL | ENCINITAS | CA | 92024 | N/A | PC | FURTHER CHARITABLE GOALS | $15,000 | |
| ICOULDBE | ||||||||
| 222 BROADWAY FLR 19 | NEW YORK | NY | 10038 | N/A | PC | FURTHER CHARITABLE GOALS | $50,000 | |
| IMENTOR | ||||||||
| 199 WATER STREET | NEW YORK | NY | 10038 | N/A | PC | FURTHER CHARITABLE GOALS | $750,000 | |
| JEWISH FAMILY SERVICES | ||||||||
| 1601 16TH AVENUE | SEATTLE | WA | 98122 | N/A | PC | FURTHER CHARITABLE GOALS | $250,000 | |
| JOBS FOR THE FUTURE (JFF) | ||||||||
| 50 MILK STREET | BOSTON | MA | 02109 | N/A | PC | FURTHER CHARITABLE GOALS | $325,000 | |
| KENTUCKY HUMANE SOCIETY | ||||||||
| 1000 LYNDON LN | LOUISVILLE | KY | 40222 | N/A | PC | FURTHER CHARITABLE GOALS | $5,000 | |
| KENTUCKY STATE TREASURER | ||||||||
| 1050 US HIGHWAY 127 SOUTH STE 100 | FRANKFORT | KY | 40601 | N/A | GOV | FURTHER CHARITABLE GOALS | $35,000 | |
| LATINOS FOR EDUCATION INC | ||||||||
| PO BOX 27 | BELMONT | MA | 02478 | N/A | PC | FURTHER CHARITABLE GOALS | $5,000 | |
| LEAVE NO VETERAN BEHIND | ||||||||
| 19 S LASALLE | CHICAGO | IL | 60603 | N/A | PC | FURTHER CHARITABLE GOALS | $100,000 | |
| LIFE WORKS | ||||||||
| 906 NEW YORK STREET | LONGVIEW | WA | 98632 | N/A | PC | FURTHER CHARITABLE GOALS | $23,223 | |
| LIVING THROUGH GIVING FOUNDATION | ||||||||
| 12000 W PICO BLVD | LOS ANGELES | CA | 90064 | N/A | PC | FURTHER CHARITABLE GOALS | $275,000 | |
| LOCAL INITIATIVES SUPPORT CORPORATION | ||||||||
| 1220 PINE VALLEY ROAD | LITTLE ROCK | AR | 72207 | N/A | PC | FURTHER CHARITABLE GOALS | $162,420 | |
| MARY'S PLACE | ||||||||
| 1830 9TH AVENUE | SEATTLE | WA | 98101 | N/A | PC | FURTHER CHARITABLE GOALS | $255,000 | |
| MASSANETTA SPRINGS CAMP AND CONFERENCE CENTER | ||||||||
| 712 MASSANETTA SPRINGS ROARD | HARRISONBURG | VA | 22801 | N/A | PC | FURTHER CHARITABLE GOALS | $15,000 | |
| MERCY CORPS | ||||||||
| 45 SW ANKENY STREET | PORTLAND | OR | 97204 | N/A | PC | FURTHER CHARITABLE GOALS | $50,000 | |
| MICHIGAN COMMUNITY SERVICE COMMISSION | ||||||||
| 222 N WASHINGTON SQUARE STE 1 | LANSING | MI | 48933 | N/A | GOV | FURTHER CHARITABLE GOALS | $250,000 | |
| MORE PERFECT UNION FOUNDATION | ||||||||
| 3033 WILSON BLVD SUITE E | ARLINGTON | VA | 22201 | N/A | PC | FURTHER CHARITABLE GOALS | $100,000 | |
| MOZAIC | ||||||||
| 42020 VILLAGE CENTER PLAZA SUITE | SOUTH RIDGE | VA | 20105 | N/A | PC | FURTHER CHARITABLE GOALS | $15,000 | 120-221 |
| NATIONAL INSTITUTE FOR CRIMINAL JUSTICE REFORM | ||||||||
| PO BOX 3817 | OAKLAND | CA | 94609 | N/A | PC | FURTHER CHARITABLE GOALS | $7,500 | |
| NATIONAL LOW INCOME HOUSING COALITION | ||||||||
| 1000 VERMONT AVE NW | WASHINGTON | DC | 20005 | N/A | PC | FURTHER CHARITABLE GOALS | $15,000 | |
| NATIONAL NETWORK FOR YOUTH | ||||||||
| 741 8TH STREET SE | WASHINGTON | DC | 20003 | N/A | PC | FURTHER CHARITABLE GOALS | $2,500 | |
| NEW NEIGHBORS PARTNERSHIP | ||||||||
| 245 W 107TH STREET 3D | NEW YORK | NY | 10025 | N/A | PC | FURTHER CHARITABLE GOALS | $15,000 | |
| NEW ORLEANS WORK CENTER FOR RACIAL JUSTICE | ||||||||
| 3500 CANAL STREET 2ND FLOOR | NEW ORLEANS | LA | 70119 | N/A | PC | FURTHER CHARITABLE GOALS | $45,000 | |
| NEW PROFIT | ||||||||
| 225 FRANKLIN STREET SUITE 350 | BOSTON | MA | 02110 | N/A | PC | FURTHER CHARITABLE GOALS | $850,000 | |
| NORTHWEST HARVEST E M M | ||||||||
| PO BOX 12272 | SEATTLE | WA | 98102 | N/A | PC | FURTHER CHARITABLE GOALS | $100,000 | |
| ONE WORLD ONE LOVE | ||||||||
| 561 SPRINGFIELD AVE | SUMMIT | NJ | 07901 | N/A | PC | FURTHER CHARITABLE GOALS | $45,000 | |
| ONESTAR FOUNDATION | ||||||||
| 9011 MOUNTAIN RIDGE DR 100 | AUSTIN | TX | 78759 | N/A | PC | FURTHER CHARITABLE GOALS | $215,000 | |
| OPERATION SACRED PROMISE | ||||||||
| 11925 LOVE ORCHID LANE | LAS VEGAS | NV | 89139 | N/A | PC | FURTHER CHARITABLE GOALS | $15,000 | |
| ORGANIZATION FOR REFUGEE AND IMMIGRANT SUCCESS | ||||||||
| 434 LAKE AVE SECOND FLOOR | MANCHESTER | NH | 03103 | N/A | PC | FURTHER CHARITABLE GOALS | $45,000 | |
| PANORAMA GLOBAL | ||||||||
| 2101 4TH AVENUE | SEATTLE | WA | 98121 | N/A | PC | FURTHER CHARITABLE GOALS | $500,000 | |
| PENNSERVE | ||||||||
| 651 BOAS STREET | HARRISBURG | PA | 17121 | N/A | GOV | FURTHER CHARITABLE GOALS | $250,000 | |
| PIKE PLACE MARKET FOUNDATION | ||||||||
| 93 PIKE STREET | SEATTLE | WA | 98101 | N/A | PC | FURTHER CHARITABLE GOALS | $10,000 | |
| PLYMOUTH HOUSING GROUP | ||||||||
| 2113 3RD AVENUE | SEATTLE | WA | 98121 | N/A | PC | FURTHER CHARITABLE GOALS | $10,000 | |
| PROJECT BASTA | ||||||||
| 315 WEST 36TH STREET | NEW YORK | NY | 10018 | N/A | PC | FURTHER CHARITABLE GOALS | $350,000 | |
| PROJECT SOUTH INSTITUTE FOR THE ELIMINATION OF POVERTY AND GENOCIDE | ||||||||
| 9 GAMMON AVE SE | ATLANTA | GA | 30315 | N/A | PC | FURTHER CHARITABLE GOALS | $20,000 | |
| REACT DC | ||||||||
| 8637 CURTIS AVE | ALEXANDRIA | VA | 22309 | N/A | PC | FURTHER CHARITABLE GOALS | $15,000 | |
| REFUGEE ASSISTANCE PARTNERS NJ | ||||||||
| PO BOX 736 | SCOTCH PLAINS | NJ | 07076 | N/A | PC | FURTHER CHARITABLE GOALS | $15,000 | |
| REFUGEE DEVELOPMENT CENTER | ||||||||
| 600 W MAPLE ST SUITE A | LANSING | MI | 48906 | N/A | PC | FURTHER CHARITABLE GOALS | $15,000 | |
| RIVERVIEW INTERNATIONAL CENTER | ||||||||
| 552 RIVERVIEW DRIVE APT B | COLUMBUS | OH | 43202 | N/A | PC | FURTHER CHARITABLE GOALS | $45,000 | |
| ROBIN HOOD FOUNDATION | ||||||||
| 826 BROADWAY 9TH FLOOR | NEW YORK | NY | 10003 | N/A | PC | FURTHER CHARITABLE GOALS | $100,000 | |
| ROCKEFELLER PHILANTHROPY ADVISORS | ||||||||
| 6 WEST 48TH STREET | NEW YORK | NY | 10036 | N/A | PC | FURTHER CHARITABLE GOALS | $355,000 | |
| ROOSEVELT INSTITUTE | ||||||||
| 570 LEXINGTON AVENUE 5TH FLOOR | NEW YORK | NY | 10022 | N/A | PC | FURTHER CHARITABLE GOALS | $150,000 | |
| RUTH'S REFUGE | ||||||||
| 130 FENIMORE STREET APR 3I | BROOKLYN | NY | 11225 | N/A | PC | FURTHER CHARITABLE GOALS | $15,000 | |
| SAFE STREETS CAMPAIGN | ||||||||
| 622 TACOMA AVENUE S | TACOMA | WA | 98402 | N/A | PC | FURTHER CHARITABLE GOALS | $136,042 | |
| SAN ANTONIO AREA FOUNDATION | ||||||||
| 303 PEARL PARKWAY SUITE 114 | SAN ANTONIO | TX | 78215 | N/A | PC | FURTHER CHARITABLE GOALS | $20,000 | |
| SBP USA | ||||||||
| 2645 TOULOUSE STREET | NEW ORLEANS | LA | 70119 | N/A | PC | FURTHER CHARITABLE GOALS | $20,000 | |
| SEATTLE COLLEGES FOUNDATION | ||||||||
| PO BOX 20069 | SEATTLE | WA | 98102 | N/A | PC | FURTHER CHARITABLE GOALS | $150,000 | |
| SEATTLE FOUNDATION | ||||||||
| 1601 FIFTH AVENUE SUITE 1900 | SEATTLE | WA | 981013151 | N/A | PC | FURTHER CHARITABLE GOALS | $45,000 | |
| SECOND HARVEST FOOD BANK OF GREATER NEW ORLEANS AND ACADIANA | ||||||||
| 700 EDWARDS AVENUE | NEW ORLEANS | LA | 70123 | N/A | PC | FURTHER CHARITABLE GOALS | $25,000 | |
| SERVE MINNESOTA | ||||||||
| 431 S 7TH ST | MINNEAPOLIS | MN | 55415 | N/A | PC | FURTHER CHARITABLE GOALS | $250,000 | |
| SERVE WASHINGTON | ||||||||
| 302 SID SNYDER AVE SW | OLYMPIA | WA | 985043113 | N/A | GOV | FURTHER CHARITABLE GOALS | $50,000 | |
| SKILLUP COALTION | ||||||||
| 55 2ND STREET | SAN FRANCISCO | CA | 941053491 | N/A | PC | FURTHER CHARITABLE GOALS | $450,000 | |
| SOCIAL AND ENVIRONMENTAL ENTREPRENEURS | ||||||||
| 23564 CALABASAS ROAD SUITE 201 | CALABASAS | CA | 91302 | N/A | PC | FURTHER CHARITABLE GOALS | $45,000 | |
| STOLENYOUTH | ||||||||
| PO BOX 296 | SEATTLE | WA | 98111 | N/A | PC | FURTHER CHARITABLE GOALS | $50,000 | |
| SYRACUSE UNIVERSITY | ||||||||
| 900 SOUTH CROUSE AVE | SYRACUSE | NY | 13244 | N/A | PC | FURTHER CHARITABLE GOALS | $2,000,000 | |
| TAPESTRY FARMS | ||||||||
| PO BOX 2332 | DAVENPORT | IA | 52809 | N/A | PC | FURTHER CHARITABLE GOALS | $15,000 | |
| TEAM RUBICON | ||||||||
| 6171 CENTURY BLVD SUITE 310 | LOS ANGELES | CA | 90045 | N/A | PC | FURTHER CHARITABLE GOALS | $200,000 | |
| THE ASPEN INSTITUTE | ||||||||
| 2300 N STREET NW 700 | WASHINGTON | DC | 200371122 | N/A | PC | FURTHER CHARITABLE GOALS | $170,000 | |
| THE MISSION CONTINUES | ||||||||
| 1141 SOUTH 7TH STREET | ST LOUIS | MO | 63104 | N/A | PC | FURTHER CHARITABLE GOALS | $100,000 | |
| 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 | BOSTON | MA | 02111 | N/A | PC | FURTHER CHARITABLE GOALS | $550,000 | |
| THE OPPORTUNITY NETWORK | ||||||||
| 85 BROAD STREET | NEW YORK | NY | 10004 | N/A | PC | FURTHER CHARITABLE GOALS | $300,000 | |
| THE URBAN INSTITUTE | ||||||||
| 500 LENFANT PLAZA SW | WASHINGTON | DC | 20024 | N/A | PC | FURTHER CHARITABLE GOALS | $200,000 | |
| THE WELCOME TO AMERICA PROJECT | ||||||||
| 1711 W UNIVERSITY DR 158 | TEMPE | AZ | 85281 | N/A | PC | FURTHER CHARITABLE GOALS | $15,000 | |
| TRAVIS MANION FOUNDATION | ||||||||
| 164 EAST STATE STREET | DOYLESTOWN | PA | 18901 | 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 | $300,000 | |
| UNITED HOUMA NATION | ||||||||
| 20986 HIGHWAY 1 | GOLDEN MEADOW | LA | 70357 | N/A | PC | FURTHER CHARITABLE GOALS | $10,000 | |
| UNITED SERVICE ORGANIZATION | ||||||||
| PO BOX 96860 | WASHINGTON | DC | 200777677 | N/A | PC | FURTHER CHARITABLE GOALS | $500,000 | |
| UNITED WAY ASSOCIATION OF SOUTH CAROLINA | ||||||||
| 914 RICHLAND STREET SUITE A200 | COLUMBIA | SC | 29201 | N/A | PC | FURTHER CHARITABLE GOALS | $50,000 | |
| UNITED WAY OF BENTON & FRANKLIN COUNTIES | ||||||||
| 401 N YOUNG STREET | KENNEWICK | WA | 99336 | N/A | PC | FURTHER CHARITABLE GOALS | $108,706 | |
| UNITED WAY OF ESSEX & WEST HUDSON DBA UNITED WAY OF GREATER NEWARK | ||||||||
| 60 PARK PLACE SUITE 1400 | NEWARK | NJ | 07102 | N/A | PC | FURTHER CHARITABLE GOALS | $20,000 | |
| UNITED WAY OF KENTUCKY | ||||||||
| PO BOX 4653 | LOUISVILLE | KY | 40204 | N/A | PC | FURTHER CHARITABLE GOALS | $15,000 | |
| UNITED WAY OF KING COUNTY | ||||||||
| 720 2ND AVE | SEATTLE | WA | 98104 | N/A | PC | FURTHER CHARITABLE GOALS | $300,760 | |
| UNIVERSITY OF WASHINGTON FOUNDATION | ||||||||
| PO BOX 353200 | SEATTLE | WA | 981951210 | N/A | PC | FURTHER CHARITABLE GOALS | $50,000 | |
| URBAN LEAGUE OF LOUISIANA | ||||||||
| 4640 S CARROLLTON AVE STE 210 | NEW ORLEANS | LA | 70119 | N/A | PC | FURTHER CHARITABLE GOALS | $20,000 | |
| URBAN LEAGUE OF METROPOLITAN SEATTLE | ||||||||
| 105 14TH AVE | SEATTLE | WA | 98122 | N/A | PC | FURTHER CHARITABLE GOALS | $15,000 | |
| VETERANS BRIDGE HOME | ||||||||
| 5260 PARKWAY PLAZA BLVD | CHARLOTTE | NC | 28217 | N/A | PC | FURTHER CHARITABLE GOALS | $15,000 | |
| VOLUNTEER IOWA | ||||||||
| 1963 BELL AVE STE 200 | DES MOINES | IA | 50315 | N/A | GOV | FURTHER CHARITABLE GOALS | $195,000 | |
| WASHINGTON SERVICE CORPS | ||||||||
| PO BOX 9046 | OLYMPIA | WA | 985079046 | N/A | GOV | FURTHER CHARITABLE GOALS | $1,058,317 | |
| WASHINGTON TECHNOLOGY INDUSTRY ASSOCIATION DBA APPRENTI | ||||||||
| 1595 NW GILMAN BLVD SUITE 6B | ISSAQUAH | WA | 98027 | N/A | PC | FURTHER CHARITABLE GOALS | $425,000 | |
| WELCOME NEIGHBOR STL FKA START INC | ||||||||
| 3672 ARSENAL ST | ST LOUIS | MI | 63116 | N/A | PC | FURTHER CHARITABLE GOALS | $15,000 | |
| WELCOMING ALLIANCE FOR REFUGEE MINISTRY WARM INC | ||||||||
| 210 PARK AVE SUITE 306 | WORCESTER | MA | 01609 | N/A | PC | FURTHER CHARITABLE GOALS | $15,000 | |
| WOMEN'S FOUNDATION OF THE SOUTH | ||||||||
| 1371 AVIATORS STREET | NEW ORLEANS | LA | 70122 | N/A | PC | FURTHER CHARITABLE GOALS | $15,000 | |
| YMCA OF GREATER SEATTLE | ||||||||
| 909 FOURTH AVE | SEATTLE | WA | 98104 | N/A | PC | FURTHER CHARITABLE GOALS | $315,000 | |
| YOUTHBUILD USA | ||||||||
| 1785 COLUMBUS AVE | ROXBURY | MA | 02119 | N/A | PC | FURTHER CHARITABLE GOALS | $750,000 | |
| YOUTHCARE | ||||||||
| 2500 NE 54TH ST | SEATTLE | WA | 98105 | N/A | PC | FURTHER CHARITABLE GOALS | $60,000 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $22,023,766 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $6,080,686 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $129,821,806 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $135,902,492 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $135,902,492 | 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 | Yes (1) | 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 |
Transfer Schedule Detail TransferScheduleDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Line Number | 1a(1) | LineNumberTxt |
| Involved | $500,000 | InvolvedAmt |
Noncharitable Exempt Org Name NoncharitableExemptOrgName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | FAIR FIGHT ACTION INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Transfers Trans And Shr Arrngm | GRANT PAID | TransfersTransAndShrArrngmDesc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Relationships Nonchrtbl EO | 0 | RelationshipsNonchrtblEOInd |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | HOWARD & SHERI SCHULTZ | BusinessNameLine1Txt |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 508 YALE AVENUE N | AddressLine1Txt |
| City | SEATTLE | CityNm |
| State Abbreviation | WA | StateAbbreviationCd |
| ZIP | 98109 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $22,905,000 | TotalContributionsAmt |
| Noncash Contribution | Yes (X) | NoncashContributionInd |
Non Cash Property Contribution NonCashPropertyContributionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
| Noncash Property | 200,000 SHARES OF STARBUCKS CORP | NoncashPropertyDesc |
| Fair Market Value | $22,905,000 | FairMarketValueAmt |
| Received | 2021-10-22 | ReceivedDt |
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 | $104,755 | $26,190 | $0 | $78,565 |
| GRANT THORNTON, LLP | $30,601 | $15,301 | $0 | $15,300 |
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. | PurposeOfGrantTxt |
| Expended By Grantee | $0 | ExpendedByGranteeAmt |
| Any Diversion By Grantee | NO | AnyDiversionByGranteeTxt |
| Dates Of Reports By Grantee | 5/1/2022 & 12/15/2022 | DatesOfReportsByGranteeTxt |
| 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 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | PUBLICLY TRADED STOCKS | StockNm |
| EOY Book Value | $449,820,453 | EOYBookValueAmt |
| EOYFMV | $449,820,453 | EOYFMVAmt |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | PERKINS COIE, LLP | CategoryTxt |
| Legal Fees | $11,446 | LegalFeesAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $11,446 | DisbursementsCharitablePrpsAmt |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp (2 entries)
| DescDesc | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| PROGRAM RELATED INVESTMENT | $499,993 | $499,993 |
| OTHER RECEIVABLES | $69 | $69 |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail (2 entries)
| DescDesc | AmtAmt |
|---|---|
| UNREALIZED LOSS ON INVESTMENTS | $94,652,397 |
| IN-KIND CONTRIBUTIONS | $335,001 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (15 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| DIRECT CHARITABLE EXPENSE | $431,449 | $0 | $0 | $431,449 |
| DUES & SUBSCRIPTIONS | $83,248 | $0 | $0 | $83,248 |
| SOFTWARE LICENSES | $40,650 | $0 | $0 | $40,650 |
| INSURANCE | $23,642 | $0 | $0 | $23,642 |
| COMPUTERS AND EQUIPMENT | $8,574 | $0 | $0 | $8,574 |
| UTILITIES | $7,967 | $0 | $0 | $7,967 |
| TELEPHONE/ISP | $7,952 | $0 | $0 | $7,952 |
| PAYROLL/HR ADMIN FEES | $5,738 | $0 | $0 | $5,738 |
| TELEPHONE MOBILE | $5,477 | $0 | $0 | $5,477 |
| FACILITIES | $4,629 | $0 | $0 | $4,629 |
| POSTAGE & MAIL | $1,462 | $0 | $0 | $1,462 |
| MISC. ADMIN EXPENSE | $871 | $0 | $0 | $871 |
| OFFICE SUPPLIES | $834 | $0 | $0 | $834 |
| BANK CHARGES | $451 | $0 | $0 | $451 |
| BUSINESS LICENSES | $367 | $0 | $0 | $367 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | IN-KIND CONTRIBUTIONS | Desc |
| Amt | $335,001 | 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 | $359,424 | $0 | $0 | $359,424 |
| HUMAN RESOURCES/RECRUITING | $107,260 | $0 | $0 | $107,260 |
| IT SUPPORT | $90,123 | $0 | $0 | $90,123 |
| WEBSITE | $70,006 | $0 | $0 | $70,006 |
| INVESTMENT MANAGEMENT | $21,250 | $21,250 | $0 | $0 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | EXCISE TAXES | CategoryTxt |
| Amt | $525,000 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |